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Home My WebLink About02-0252Estate of also known as Janet A. Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Richard F. Smith No. ~1' ~,}~' {~'-~-- , Deceased Social Security No. 172- 01- 6473 Vanvoorhees Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut~ the Decedent, dated and codicil(s) dated named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.ta.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Anna F. Smith Ispouse Idled September 8,2001 Janet A. Vanvoorhees daughter Lewisberry, PA 17339 Thomas R. Smith Son Grantville, PA 17028 Linda M. Erb daughter Lutherville, MD 21093 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 1100 Grandon Way, Hamp~n Township (list street, number, and municipality) Decedent, then 86 years of age, died 01/19/2001 at West Shore Health & Rehab Center, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania 2,300.00 situated as follows: none Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi~lned: I Si~lnature T~/ped or printed name and residence Janet A. Vanvoorhees c~~,~-j ~,~3V%~~~ 923 Emanuel Road, Lewisberry, PA 17339 /?- Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) 21-02-252 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed (~ I~L~E.,~ ,~.~ (~L.~0 ~ ~anet A. Vanvoorhees before me this ~;L day of For the Register '-'--r--- ~, No. 21-02-0252 Estate of Richard F. Smith Social Security No: 172- 01- 6473 AND NOW, MARCH 11 ~ Date of Death: 01/19/2001 Deceased 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters r~ Testamentary [~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Janet A. Vanvoorhees in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ Affidavits ( ) .... Extra Pages ( ) .... Codicil ........... JCP Fee .......... Inventory .......... Other ........... TOTAL ......... Prepared by the Pennsylvania Bar Association 25.00 6.00 $ 10.00 $ $ $ $ 5.00 $ Register of Wills # Attorney: Donna M. Mullin I,D. No: 30392 Address: JAMES, SMITH, DURKIN & CONNELLY 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533-3280 $ MAILED LETTERS $ 46.00 Copyright (c) 1996 form software only CPSystems, Inc. TO ATTORNEY, MARCH 12, 2002 Form RW-1099~) his is to certify that the information here given is correctly copied from an original certificate of death ,duly filed with me as I.ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent.filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ ~ -~-,~. ~~~ Local Registrar P 717 S 0 7 2 No. ~ ~' "' Date 21-02-252 mev ~/a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH ,. Richard F. Smith ..Male 3. 172 -- 01 -- 6473 ,. 1-19-2001 ; ,. · C~N'~ O~ [3~H C~. ~O~O. T~ (~c ~ATH ]F~ ~ 0f ~ m.'u~ ~ WM ~ ~, ]~ ~CE~ ~ H~ ~IN? ~n~ ~. ~. ~.*. Mc. / ~ Cumb~nd ~ Pen~boro Tw~. Wes~ Shore He,th ~ Rehab Cen~ [,~.~".~- ,.. White ,1. Manag~ ,,~. Co~uc~on ,a. .. M~ried .Anna M~q ScMent~ 1100 Grandon Wa~ ~fs,~ Mechanicsb~g, PA 11050 ~.~, ~.~ ,.. Melviae W. Smith ,,. EloPe Me~e ~. ~S. Anna Smith ~. II00 Grandon W~, Meehanic~6~, PA- 17050 ~ c,~ ~.~ I~'~'.~ ~ crem~on3oere~y o ~ ~ ~l,,, 1-23-2001 PA Caem~oavlla,, H~r~b~, PA 17109- ----'--.~...--.,--~.lh. -- ~.. T.) 23b. I~'~'') . ~.~~ ~A C~QUE~E ~: ~ ~m~)~l I · ..-- ~., ~,.. -.--......,).. ........ . ..................................................... ~,,.. /~~- .'v/ '~ ~AMINE~C~ONER~(~ 2~ T~ ~ P~im / ,,.~ ...... '"' ............................................................................ a i-. ~o~,~~ ~~ ~ Register of Wills of Cumberland County, Pennsylvania Estate of Richard F. Smith also known as RENUNCIATION , Deceased No. 21-02-252 The undersigned, Thomas R. Smith, Son of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Janet A. Vanvoorhees WITNESS /I ~/ hand this / (Signature) 10092 Mountain Road Grantville, PA 17028 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this ~-~1 "'~ day ~y C~ mP Um~:isci~ n E x p ires:- ~ (signature and seal of Nota~ or other official qualiffed to administer oaths. Show date of expiration of Nota~'s comm[ss~on.) '"Notarial Seal Stephanie L. Gaffey, Not,y. Public Hummelstown Boro, Dauphin County My Commission Expires Sept. 26, 2002 Member, Pennsytvania Association ot Not, aries NOTE: Renunciations executed outside the Office of Register of Wills in some counties are required to be notarized. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-4 (1991) Register of Wills of Cumberland County, Pennsylvania Estate of Richard F. Smith also known as RENUNCIATION , Deceased No. 21-02-252 The undersigned, Linda M. Erb, Dau~;hter (Relationship) (Capacity) the above Decedent, hereby rencunce(s) the ri,.3ht to administer the estate and respectfully request~s) that Letters be issued to of Janet A. Vanvoorhees WITNESS /~,/- hand this /-- (Signature) 07 Adcock Road Lutherville, MD 21093 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this //"~ day My Commission Expires://~~~/ (Signature and ~1 of ~ot~ or other qualified to ~dminister o~ths. Show d~te of NOTE: ~enunciations executed outside the Office of ~eoister of Wills expiration of Nota~'s commissio~.) in some counties are m~uired to be notarized. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #Ri-4 (1991) REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER D E 172-01-6473 C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPUCATE WITH THE E D 01/19/2001 01/12/1915 REGISTER OF WILLS E N SOCIAL SECURITY NUMBER T cAPB HpRL EpIO CRAC KOTK ES C O R R E S I DECEDENT'SNAME(LAST, FIRST,ANiMIDDLEINITIAL) Smith Richard F. Smith, (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Anna M ~ 1. OrlginalReturn ~ 24i SupplementalReturn 4. Limited Estate · Future lnterest Compromise (date of death after 12-12-82) 6. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) I I 9. Litigation Proceeds Received [~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) R E C A P I T U L A T I O N C 0 M T O H (d,ate.of death 3. Remainder Return p,orTo 12-13-=,') 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes Election to tax under Sec. 9113(A) (Attach Sch O) NAME Donna M. Mullin Esq. FIRM NAME (If Applicable) JAMES, SMITH, DURKIN & CONNELLY, LLP TELEPHONE NUMBER 717,/533-3280 COMPLETE MAI LING ADDRESS 134 Sipe Avenue Hummelstown, PA 17036 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) --] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. None N~e~ N~m~ None 2,363.79 None None 2,363.79 None Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL USE ONLY (8) 2,363.79 (11) (12) (13) (14) 2,363.79 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due X .0 0 (15) X .0 45 (16) X .12 (17) X .15 (18) (19) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1100 Grandon Way CITY Mechanicsbur~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount I STATE ZIP PA 17050 (1) Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~ b. retain the right to designate who shall use the properly transferred or its income; ........... e. retain a reversionary interest; or ............................ d. receive the promise for life of either payments, benefits or care? ................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ [~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. ~ ~'] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ ~1 ~'~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Janet A. Vanvoorhees DATE ~ ~n-t~~ ~.l,-, .~,__ 923 Emanuel Road ........................ O-- 5o SIGNORE OF PREPARER OTHER THAN REPRESENTATIVE J~ES, SMITH, DURKIN & CO~ELLY, ~P DATE ,~ ~ ~.~' 134 Si~e Avenue ~%/X~ .... ........ '- ....................... For dates of death on or after July 1, 1994 and before Januau 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (iii. For dates of death on or after Januau 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutou requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiau. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00) REV- 1508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Richard F. Smith SS# 172-01-6473 01/19/2001 FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 136.1235 AARP GNMA Account - 1/2 interest in account #00001201825 held as tenants in common with spouse, Anna M. Smith Lehman Brothers Holdings Inc. - GMNA #046529; held in the name of Richard F. Smith VALUE AT DATE OF DEATH 2,039.13 324.66 TOTAL (Also enter on line 5, Recapitulation) $ 2,363.79 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-I$08 EX (Rev. 1-97) REV-~5~ EX,0-97) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Richard F. Smith SS# 172-01-6473 01/19/2001 FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees JAMES, SMITH, DURKIN & CONNELLY, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Anna M Smith Street Address 1100 Grandon Way City Mechanicsbur5 Relationship of Claimant to Decedent Spouse State PA Zip 17050 Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Estate notices - publication costs Register of Wills Inventory filing fee for PA Inheritance tax return and 1,000.00 1,144.79 46.00 150.00 23.00 TOTAL (Also enter on line 9, Recapitulation) $ 2,363.79 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Richard F. Smith Soc Sec #: 172-01-6473 Date of Death: 01/19/2001 Item Description Continuation of Schedule H-B2 (Attorney's Fees) Amount 1 3ames, Smith, Durkin & Connelly, LLP - attorney fees 1,000.00 1,000.00 Estate of: Richard F. Smith Soc Sec #: 172-01-6473 Date of Death: 01/19/2001 Item Description Continuation of Schedule H-B4 (Probate Fees) Amount Register of Wills - probate fee 46.00 46.00 REV- 1513 EX + (9- 00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Richard F. Smith SS~/ 172-01-6473 SCHEDULE J BENEFICIARIES 01/19/2001 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116~(1.2)] Estate of Anna M. Smith c/o Janet A. Vanvoorhees, Executrix 923 Emanuel Road Lewisberry, PA 17339 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse FILE NUMBER AMOUNT OR SHARE OF ESTATE Entire Residue of estate (Spouse passed away on 09/80/2001 during administration ) II. ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE R. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) inve nt Program P.O. Box 219735 1-800-253-2277 Kansas City MO 64121-9735 aarp.scudder.corn October 12, 2001 James Smith Durkin & Con_nelly LLP Attn Stephanie L Galley PO Box 650 Hershey PA 17033 Inquiry #: Fund: Account #: 20228237 GNMA Fund-Class AARP 00001201825 Dear Stephanie L. Gaffey: We are writing in response to your request for information regarding the value of the Anna M. Smith account(s). The information given is for only for the date you requested, September 8, 2001: mrna) NAMe(S) GNMA Fund NUMBER OF SHARE ACCOUNT SHARES PRICE BALANCE 272.247 $15.20 $4,138.15 This account was a Joint Tenant account held by Anna M. Smith and Richard F. Smith. It was established on March 14, 1990. This is the only account that I can locate for Mrs. Smith. We are also providing you with information for the Executor on how to redeem or transfer the account. To process your redemption or transfer we need the following information: * A brief "Signature Guaranteed" letter from the executor indicating: · that you wish to transfer or redeem the account · the account number and funds you wish to transfer or redeem · the "Signature Guaranteed" signature of the executor indicating capacity as executor A Signature Guarantee will protect the account by assuring us that the person signing the request is authorized to do so. Before you sign the letter, take it to a local bank, credit union, or broker and ask them for a "Signature Guarantee." A representative will verify your identity, witness your signature, stamp the letter, and sign his/her name and title. It is important to remember that a "Signature Guarantee" is different from a Notary Public's stamp. The AARP Funds' underwriter is Scudder Investor Services, Inc. * A certified copy of the Appointment of Executor for the Estate of Anna M. Smith. To be properly certified, the copy must bear an original seal or stamp by the court of the appropriate jurisdiction and be dated within 60 days of your request. * If you wish to redeem or transfer under an estate Tax Identification Number (TIN), the enclosed Enrollment Form must be completed. The executer must sign this form. If you are transferring, please elect the account services that you would like on the new account. A transfer may help you avoid capital gains taxes at this time that may be incurred by redeeming the account. Please send the documents requested, along with the enclosed return form, in the postage-paid envelope provided or mail to: AARP Investment Program from Scudder P.O. Box 219735 Kansas City MO 64121-9735 We understand that it can be difficult to settle financial matters when you experience a loss. If you have any questions, p~ease call us toll free at 1-800-844-5584, Monday through Friday. We will be happy to assist you. Sincerely, Cindy L. Mayfield Service Specialist I Enclosure(s): AARP Remm Form AARP Privacy Statement (dtd 032801) Enrollment Form Postage-paid envelope Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of Richard F. Smith No. ~/- O~-O~--~ also known as Date of Death 01/19/2001 , Deceased Social Security No. 172- 01- 6473 3anet A. Vanvoorhees, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I ANe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Donna M. Mullin Esq. I.D. No.: 30392 Address: 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533-3280 Personal Representative Signature:~ ~. ~%.~ ([~l&.(%~ ~ et A. Vanvoorhees Signature: ~ - '~ 0 ~0 C~ Address: 923 Emanuel Road Lewisberry, PA 17339 Telephone: 717 S ~ - ~ I[ ~ 7 Dated: Description (See continuation page(s) attached) (Attach additional sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the electior include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar AssocIation Copyright {c) 1996 form software only CPSystems, Inc. Value Total: 2,363.79 of the personal representative, Form #RW-7 (199Z) Estate of: Date of Death: County: INVENTORY Richard F. Smith 01/19/2001 Cumberland CASH: 136.12 AARP GNmA Account - 1/2 interest in account #00001201825 held as tenants in common with spouse, Anna M. Smith Lehman Brothers Holdings Inc. - GMNA #046529; held in the name of Richard F. Smith 2,039.13 324.66 TOTAL RECEIPTS OF PRINCIPAL ............... 2,363.79 2,363.79 -1- May30,2002 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 _ES SECURITY FORMULA,, RE: RICHARD F. SMITH, DECEASED Dear Sir or Madam: I am enclosing herewith the Pennsylvania Inheritance Tax remm (3 copies) and the Inventory (2 copies) for the above-referenced decedent. I am enclosing a check in the amount of $23.00 representing the filing fee for the inheritance tax return and Inventory. Please file the inheritance tax return and Inventory. Please return the stamped copy to me in the enclosed, self-addressed, stamped envelope. Thank you for your attention in this matter. Sincerely, Steph6nie L. Gaffey Paralegal :slg Enclosures Stephanie L. Galley Pamlegal slg~jsdlegal.com 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS RO BOX 650 HERSHEY, PA 17033 TOLL FREE 1 800.942,3660 TEL 717,533.3280 FAX 717.533.7771 www, jamesestateplan,com CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: RICHARD F. SMITH January 19, 2001 Adm. No. 2002- I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 30, 2002. Nalne Estate of Anna M. Smith Address c/o Janet A. Vanvoorhees, Executrix 923 Emanuel Road Lewisberry, PA 17339 Notice has now been given to all personal entitled thereto under Rule 5.6(a) except Date: Name Donna M. Mullin, Esquire Address 134 Sipe Avenue Hummelstown, PA 17036 Telephone ( 717 ) 533-3280 Capacity: Personal Representative X Counsel for Personal Representative IN THE MATTER OF THE ESTATE OF RICHARD F. SMITH, DECEASED : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : : No. 2002-0252 WITHDRAWAL OF APPEARANCE To the Register of Wills and Clerk of the Orphans' Court of Cumberland County: Sir, Please Withdraw the Appearance of Donna M. Mullin. Esquire, of JAMES. SMITH. DURKIN & CONNELLY. LLP, whose address is 134 Sipe Avenue. Hummelstown. PA 17036 as ATTORNEY for the Estate of Anna M. Smith, deceased. The Executrix no longer requires our services. Date: -7 Jr(.,--0 ~ Donna M. Mullin, Esquire JAMES, SMITH, DURKIN & CONNELLY PA Supreme Court ID No. 27752 134 Sipe Avenue Hummelstown, PA 17036 (717) 533-3280 BUREAU OF ZNDZVTDUAL TAXES INHERITANCE TAX DTVTSTON DEPT. 180601 HARR/SBURG, PA 17118-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-l;47 EX AFP (01-0~) DONNA M MULLIN ESQ JAMES ETAL 15q SIPE AVE k; HUMMELSTOWN P4~7:056 DATE 07-15-2002 ESTATE OF SMITH DATE OF DEATH 01-19-2001 FILE NUMBER 21 02-0252 COUNTY CUMBERLAND ACN 101 Amount Remitted RICHARD F MAKE CHECK PAYABLE AND REMIT PAYMENT TO-' REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTTONS AND ASSESSMENT OF TAX ESTATE OF SMITH RICHARD F FILE NO. 21 0?-0252 ACN 101 DATE 07-15-2002 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 5. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) $. Cash/Bank Deposits/H/sc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tote1 Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adc. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11. Tote1 Deductions 12. Net Value of Tax Return .00 .00 .00 .00 2z565.79 .00 .0O (8) 2,565.79 .00 NOTE: To insure proper credit to your account, submit the upper port/on of this form with your tax payment. 2,56:5.79 (11) 2.~6~. 79 (12) . O0 15. MOTE: Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) Net Value of Estate SubSect to Tax (1~) If an assessment was issued previously, lines 14, 15 and/er 16, 17, 18 and reflect figures that include the total of ALL returns assessed to date. .00 .00 (15) .00 x O0 = .00 (16) .00 x Oq5= .00 (17) .00 x 12 = .00 (la) .00 x 15 = .00 (19)= . O0 AMOUNT PAID TOTAL TAX CREDIT I I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate 16. Aeount of Line lq taxable at Lineal/Class A rate 17. Amount of Line lq a~ Sibling rate 18. Amount of Line lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DX$COUNT (+) DATE NUMBER INTEREST/PEN PATD (-) 1F PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 ( TF TOTAL DUE TS LESS THAN ~1~ NO PAYMENT TS REI;IU]:RED. TF TOTAL DUE XS REFLECTED AS A "CRED];T" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) December 20, 2002 Register of Wills Cumberland County Courthouse ATTN: Donna M. Otto 1 Courthouse Square Carlisle, PA 17013-3387 ..E TATE SECURITY RE: ESTATE OF RICHARD F. SMITH, DECEASED FILE NO.: 2002-00252 Dear Ms. Otto: Pursuant to our telephone conversation today, please be advised that we filed a Withdrawal of Appearance for the above-referenced estate. I am enclosing a photocopy of our clocked-in copy. We received a letter from you dated December 6, 2002 regarding the failure to file a Status Report (Rule 6.12) for the estate. Again, please note that as of July 18, 2002, we are no longer counsel to the estate or the personal representative. Thank you for your attention in this matter. Sincerely, JAMES, SMITH, DURKIN & CONNELLY Paralegal :slg Enclosure Stephanie L. Gaffey Paralegal slg~jsdlegal.com 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS RO. BOX 65O HERSHEY, PA 17033 TOLL FREE 1.800.942.3660 TEL 717 5333280 FAX 717.5337771 www lamesestateplan.com COPy IN THE MATTER OF ~ ESTATE OF RICHARD F. SMITH, DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DMSION No. 2002-0252 WITHDRAWAL OF APPEARANCE To the Register of Wills and Clerk of the Orphans' Court of Cumberland County: Sir, Please Withdraw the Appearance of Donna M. Mullin. Esquire, of JAMES. SMITH. DURKIN & CONNELLY. z2J,, whose address is 134 Sipe Avenue. Hummelstown. PA 17036 as ATTOR_N~EY for the Estate of Anna M. Smith, deCeased. The Executx/x no longer requires our services. Date: -7 Jl (o ~'0 ~ By: Donna M. Mullin> Esquire JAMES, SMITH, DURKIN & CONNELLY PA Supreme Court ID No. 27752 134 Sipe Avenue Hummelstown, PA 17036 (717) 533-3280 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/06/2002 MULLIN DONNA M 134 SIPE AVENUE HUMMELSTOWN, PA 17036 RE: Estate of SMITH RICHARD F File Number: 2002-00252 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 1/19/2003 Your prompt attention to-this matter will be appreciat, ed. Thank You. Sincerely, MARY C. LEWIS ..... REGISTER OF WILLS cc: File Personal Representative(s Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent Date of Death: Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes / No__ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal rep~.entative file a final account with the Court? Yes~ No__ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: (MAH: rmf/AM3) Name (Please type or print) Address Tel. No. Capacity: /Personal Representative Counsel for personal representative