HomeMy WebLinkAbout02-0781PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Lucy C. Smith
also known as
Social Security No. 165-26-6543
NO. ~1~OsZ-,~1
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executors named
in the last will of the aboveG decedent, dated February 2 , 199.-_
and codicil(s) dated N/A
(state relevant circ~imstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h last family or principal residence at 210 Big Spring Road, Newville, West Pennsboro
(list street, number and muncipality)
Decendent, then 81 years of age, died August 8 ~ ~ 2002
at Swain Health Center 210 Big Spring Road, Newville, PA 17241 ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for prob te; w not the icti ofa killi and w s neve a u rod
incompetent: Decedent was marrie~ to ~erman ~. Smmith. ~e die on Jru~y ~~, 19~,
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ '~l?~. i. c~ v . v v
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pe N $yAlvania $
situated as follows: //
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TPStamanr~~
(testamentary; administration e.t.a.; administration d.b.n.c.t.a.)
theron.
V
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... ti
v Robert~i~_Smith Shirle J Boyd '
~.~ 4387 Carlisle Road 768 Green Spring Road
~~ GaYr1nPYSi PA 17324 Newvi_11e. PA 17241
~w
7 0
Richard D. Smith
~' 1819 Mountain Road
Newbure PA 17240
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed .~ frer to
before me this 21st day of ~ ,.~~. ~lI ~' ~'
Au ust ~~; 2002 a
..
R gister y
Deceased.
Estate of Luw C Smith ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW August 29, 2002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Februarv 2 1995
described therein be admitted to probate and filed of record as the last will of Lucy C . Smith
and Letters Testamentarv
are hereby granted to Robert W Smith Robert D Smith and Shirley J. Bovd
FEES
Probate, Letters, Etc.......... S 70.00
Short Certificates( ) .......... S 1 F - nn
xtra .pa9e9 .... S 6.00
ico $ 5.O(l
TOTAL _ S 96.00
Filed ......8-29. ;2002,
..................
tnai3•~d to atty 8-29-2002
nu~
egister of Wills
Richard L. Webber, Jr. X149634
ATTORNEY (Sup. C[. LD. No.)
126 East King Street
ADDRESS
Shippensburg, PA 17257
PHONE
(717) 532-7388
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of _
also known as
Social Security No.
Deceased.
No. I-O;~•1Sll
To:
Register of Wills for the
County of in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut named
in the last will of the above decedent, dated , 19
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h last family or principal residence at
Decendent, then years of age, died
(list street, number and muncipa]ity)
at
County, Pennsylvania, with
19 ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
V
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-a g
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(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
.~ ~ ~ .e ~- ~ ~9 5 ~M , 7th
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF c~l~s>;lul~rm
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed -~ w~ ~ ~
before me this 28th day of ~ ~~
>~ ~a ~ e./ ,fit 4 A
egister
J I'1_~~'_~I
No. a?1-01--7~1
Estate of LUCY C SMITH ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW A~UST 29• 2002 ~ , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 2-2-1995
described therein be admitted to probate and filed of record as the last will of
LUCY C SMITH
and Letters 'j'F'CTAR^FTTT'ARV
are hereby granted to ROBERT W SMITH RICHARD D SMITH, AND SHIRI_,EY J BOYD
i
~ ; f
Register of Wills ~ ~
:.
FEES
Probate, Letters, Etc.......... $ 70.00
Short Certificates( ) .......... S 1 ~ _ M
i~€i'I~~~fx. xtra_ pages... ~ 6.00
jcp ~ 5.00
TOTAL $ 96.00
Filed ......8.:29-2.02 ..................
mailed to atty 8-29-2002
ATTORNEY (Sup. Ct. I.D. No.)
.ADDRESS
PHONE
.. I ~ '
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t.l,L,.ll 1Ze~;t~tral - ite ~l ,~Inl:~~ c~~u#irare w111 he brwarded to the Srate Vital R~:°rr>I-ra: (rj ~t+-~ :c
L~'ARIVING: It is illegal t0 duplicate this copy ~y p~o~r,~s~~~ ~r ~s, ~i.
~~,. ~ ~o
for I-7tiis I~el~tii,eatl_. k~.r
96®7590
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H/05.. U Rev. 7/97
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CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT
OF
LUCY C. SMITH
o2t-a:~- 1g1
I, LUCY C. SMITH, of North Newton Township, Cumberland
County, Pennsylvania, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last
Will and Testament, hereby revoking and making void any and all
Wills, Codicils, or writings in the nature thereof, by me at any
time heretofore made.
FIRST: PAYMENT OF EXPENSES - I direct that all my just debts and
funeral expenses, including my gravemarker and all expenses of my
last illness, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the administration of
my estate.
SECOND: PHOTOGRAPHS AND JEWELRY - I direct that my children
divide my photographs and jewelry as can be agreed among them.
THIRD: RESIDUE OF ESTATE - I direct that the rest, residue and
remainder of my estate, be it real, personal, or mixed, of
whatsoever kind and wheresoever situate, be sold and that the
proceeds be divided equally among my children, CATHERINE HILL,
SHIRLEY J. BOYD, ROBERT W. SMITH, PATSY A. SOUDERS, RICHARD D.
SMITH, and ARLENE F. E$ERLY. However, if a child does not survive
me, such child's spouse shall receive the share my child would
have received had he or she so survived me.
FOURTH: EXECUTOR - I appoint ROBERT W. SMITH, RICHARD D. SMITH,
and SHIRLEY J. BOYD, Co-Executors of my Will. Neither my Executor
nar any successor shall be required to give bond.
FIFTH: POWERS OF EXECUTOR - In addition to the powers conferred
by law, I authorize my Executor, in his absolute discretion:
1. To retain in the form received, and to sell either at
public or private sale any real or personal property;
2. To manage real estate;
3. To exercise any option or rights arising from ownership
of investments; and
4. To compromise claims without court approval, and without
the consent of any beneficiary.
SIXTH: PROTECTIVE PROVISION - Any and all payment or payments of
any sum or sums, whether in cash or in kind and whether for
principal or income, payable to the said beneficiaries of
beneficiary, shall be made upon the sole receipt of the
respective individual to whom the payment is made, and free from
anticipation, alienation, assignment, attachment, and pledge, and
free from control by the creditors of any such beneficiary. All
shares of principal and income herein given shall be free from
anticipation, assignment, pledge, or obligations of any
beneficiary, and shall not be subject to any execution yr
attachment.
IN WITNESS WHEREOF, I hereunto have signed my name to this,
my Last Will ~nd Testament, consisting of two (2) typewritten
pages, this ~'~day of ,~,lo,r., _ , 1995.
{~ ~~
`~'~ ~-~ ~ LG ( SEAL )
LUCY SMITH, Testatrix
In our presence, the above-named Testatrix signed this and
declared it to be her Will, and now, at her request and in her
presence and in the presence of each other, we sign as witnesses:
STATE OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, LUCY C. SMITH, having been duly qualified according to
law, acknowledge that I signed the foregoing instrument as my
Will and that I signed it as my free and voluntary act for the
purposes therein expressed.
~~
C ~'
~~ '°
LUCY C. SMITH, Testatrix
L.~
PAGE 2
We, having been duly qualified according to law, depose and
say that we were present and saw LUCY C. SMITH sign the foregoing
instrument as her Will; that she signed it as her free and
voluntary act for the purposes therein expressed; that each of us
in her sight and hearing and at her request signed the Will as
witnesses; and that to the best of our knowledge she was at the
time 18 or more years of age, of sound mind and under no
constraint or undue influence.
t
_ ~} ~
~., - - - -
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose names appear
opp~ite on this ~~~ day of
~- •-~~--,- 1995.
~,~-~-~
Notary Public
NOTARIAL SEAL
Richard L. Webber, Jr., P~do`ary ?ublic
Newvil:e Born, Cor;6erll d ~=au^+~
sy9v
My Camvniss'o~. i x} i-e; Anrii r ),
PAGE 3
IN RE: ESTATE OF LUCY C. SMITH,
late of the Borough
ofNewville, Cumberland GoUnty,
Pennsylvania, deceased
IN THE COURT OF COMMON PLEAS OF R,
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE NUMBER 2002-00781
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Lucy C. Smith
Date of Death: August 8, 2002
Will No. 2002-00781
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on September 23, 2002:
Robert W. Smith
4387 Carlisle Road
Gardners, PA 17324
Richard D. Smith
1819 Mountain Road
Newburg, PA 17240
Shirley J. Boyd
768 Green Spring Road
Newville, PA 17241
Patsy Souders
30 Heberlig Road
Newville, PA 17241
Catherine Hill
46 Robinson Drive
Mannor Park
Newcastle County
Wilmington, DE 19720
Arlene F. Eberly
3 5 Harmon Road
Newburg, PA 17240
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date:
Signature ~ ~--~ ~-~ - ~--"~./~
Name: Richard L. Webber, Jr., Esquire
Address: Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
Telephone: (717) 532-7388
Capacity: Personal Representative
X Counsel for Personal
Representative
IN RE: ESTATE OF LUCY C. SMITH,
late of the Borough
of Newville, Cumberland County,
Pennsylvania, deceased
IN THE COURT OF COMMON PLEAS OF R,
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE NUMBER 2002-00781
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Lucy C. Smith
Date of Death: August 8, 2002
Will No. 2002-00781
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on September 23, 2002:
Robert W. Smith
4387 Carlisle Road
Gardners, PA 17324
Shirley J. Boyd
768 Green Spring Road
Newville, PA 1724 t
Patsy Souders
30 Heberlig Road
Newville, PA 17241
Richard D. Smith
1819 Mountain Road
Newburg, PA 17240
Catherine Hill
46 Robinson Drive
Mannor Park
Newcastle County
Wilmington, DE 19720
Arlene F. Eberly
35 Harmon Road
Newburg, PA 17240
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WEBBER RICHARD L JR ESQUIRE
WEIGLE & ASSOCIATES PC
126 EAST KING STREET
SHIPPENSBURG, PA 17257
fold
ESTATE INFORMATION: ssrv: is5-2s-s543
FILE NUMBER: 2102-0781
DECEDENT NAME: SMITH LUCY C
DATE OF PAYMENT: 1 1 /08/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/08/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ S 1, 800.00
TOTAL AMOUNT PAID:
REMARKS: SHIRLEY J BOYD CIO
RICHARD L WEBBER JR ESQUIRE
CHECK# 60-994/313
SEAL
INITIALS: SK
RECEIVED BY: MARY C. LEWIS
S 1,800.00
REGISTER OF WILLS
REV-1162 EX111-96)
NO. CD 001825
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001997
WEBBER RICHARD L JR ESQUIRE
126 EAST KING STREET
SHIPPENSBURG, PA 17257
-------- fold
ESTATE INFORMATION: ssN: 1 s5-2s-x543
FILE NUMBER: 2102-0781
DECEDENT NAME: SMITH LUCY C
DATE OF PAYMENT: 12j27j2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08j08j2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 526,37
TOTAL AMOUNT PAID:
REMARKS: RICHARD L WEBBER JR ESQUIRE
CHECK# 7
SEAL
INITIALS: JA
RECEIVED BY: DONNA M, OTTO
REV-1162 EX(11-96)
526,37
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
r7-~sy
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
RICHARD L WEBBER
WEIGLE & ASSOCS
126 E KING ST
SHIPPENSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 E% AFP (O1-OS)
DATE 02-25-2003
ESTATE OF SMITH LUCY C
DATE OF DEATH 08-08-2002
FILE NUMBER 21 02-0781
COUNTY CUMBERLAND
JR ESQ ACN 101
Amount Remitted
PA 17257
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH LUCY C FILE N0. 21 02-0781 ACN 101 DATE 02-25-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule 8) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) [3l .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 47,3b8.7 8 tax payment.
6. Jointly Owned Property (Schedule F) [6) .00
7. Transfers l5chedule G) (7) .00
8. Total Assets (g) 47,368.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,613.36
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) (10) 64.10
11. Total Deductions (11) 4.677.46
12. Net Value of Tax Return (12) 42,691.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 42,691.32
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A ra#e (16) 42,691.32 X 045. 1,921.11
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class 8 rate (18) •00 X 1 5 - .00
19. Principal Tax Due (19)= 1,921.11
TOY CREZ)iTS-
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-08-2002 CD001825 94.74 1,800.00
12-27-2002 CD001947 .00 26.37
TOTAL TAX CREDIT 1,921.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.
;cV.1500EXi6.00j
REV-1500
OFFICIAL USE ONLY
1_"1___ __6_~_____~_
FILE NUMBER
2 1,_ 0 2 00781
C-
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE
YEAR
NUMBER
I-
Z
W
C
W
U
W
C
DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
Smith, Lucy C.
DATE OF DEATH (MM-DD-YEAR)
08/08/02
SOCIAL SECURITY NUMBER
165
26
6543
DATE OF BIRTH (MM-DD-YEAR)
03/09/21
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
w
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[!] 1. Original Return
D 4. Limited Estate
[i] 6. Decedent Died Testate (Altach oopy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copyofTrust)
o 10. Spousal Poverty Credit (date of death between 12.31-91 and 1-1-95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (daleofdealh prior to 12-13-82)
D 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
r-
z
w
o
z
o
"-
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W
'"
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o
u
Richard L. Webber, Jr. , Esquire
FIRM NAME (If Applicable)
COMPLETI' MAILING ADDRESS
126 East King Street
Shippensburg, PA 17257
TELEPHONE NUMBER( 717) 532-7388
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
$47.368.78
3 Closely Held Corporation, Partnership or Sole-Proprietorship
z
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e:::
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(9)
(10)
4,613.36
64.10
(6)
(7)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
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I-'
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O~ (15)
45 (16)
x.O~
x .12 (17)
x .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
42,691.32
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OFFICIAL USE ONLY
(B)
$~7,368.78
(11)
(12)
(13)
4,677.46
42,691.32
(14)
42,691. 32
1921.11
1921.11
"'tloiQlJE T .Ji/$;. fE' E\1gll$" -!f.i _'
Decedent's Complete Address:
STREET ADDRESS 210 Big Spring Road
CITY
Newville.
I STATE
FA
TZIP
17241
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credils/Paymenls
A. Spousal Poverty Credil
B. Prior Paymenls
C. Discount
(1)
1,921.11
1800.00
Q/, 74
Tolal Credils (A + B + C)
(2)
1,894.74
3. InleresUPenalty if applicable
D.lnleresl
E. Penally
TolallnleresUPenally (D + E) (3)
4. [f 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)
A. Enter the interest on the tax due.
(5)
(SA)
26.37
5. If Une 1 + Une 3 is greater Ihan Une 2, enler Ihe difference. This is the TAX DUE.
B. Enler the lotal of Une 5 + SA This is the BALANCE DUE. (5B) 26.37
Make Check Payable to: REGISTER OF WILLS, AGENT
_ i11.i11 lll... _.,,_____.__....___ ._.. _ __~,1'"__~._.".__. ,_,,_,"~._"Ll_ '" _~ IIITiIII_
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
...........0
.......0
.....................0 (!]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; '" ................. ....................... . .................
b. relain the right to designate who shall use the property transferred or its income; om'
c. retain a reversionary interest; or...................,........................ .
d. receive the promise for life of either payments, benefits or care? ......
2. If death occurred afler 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 desig~ation? .....,. .
Yes
.....0
o
o
o
~
[Xi
[Xi
[Xi
[X]
[X]
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 informaUon of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING R TURN ~ O..g-H... DATE I ~ - ')./ - 0.......
~ C ~
FA 17324
1819 Mountain Road, Newburg, FA 17240
768 Green Spring Rd'DATE
Newville, 'FA 17241 oh.tfo).
ADDRESS
126 East King Street, Shippensburg. FA 17257
- _. - ~._ ~ ~...~.~ . - ..."'~~ - '!I'
For dales of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (il)'
For dates of death on or after January 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. 99116 (a) (1.1) (ii):
The statute does not exemol a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or afler July 1, 2000:
The tax rale imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a slepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value 01 transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)1.
The tax rale imposed on the nel value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A siblin9 is defined, under Section 9102. as al
individual who has at least one parent in common with the decedent, whelher by blood or adoption.
REV-1508 EX+ (2_87)
ESTATE OF
..
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
21-02-00781
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lucy C. Smith
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
DESCRIPTION
VALUE AT
DATE OF DEATH
6527 . 80
Farmers National Bank checking account #130478
Farmers National Bank Certificate of Deposit #4990826,
including accrued interest.
3065.81
Allfirst Bank Certificate of Deposit #87008100151091
17,000.00
Allfirst Bank Certificate of Deposit #87008140259446
20,000.00
Presbyterian H~ef, Inc. refund for monthly nursing home
care.
470.82
Blue Cross/Blue Shield - refund.
304.35
TOTAL (Also enter on line 5, Recapitulation) S 47,368.78
(AHach additional 81/zH X 11" sheets H mere spece is needed.)
REY.1511 EX+ (7-881
ESTATE OF
ITEM
NUMBER
A.
1.
B.
1.
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Lucy C. Smith
Please Print ar Type
FILE NUMBER
21-02-00781
Funeral Expenses:
DESCRIPTION
.
(A) Robert W. Smith
(B) Richard D. Smith
(C) Shirley J. Boyd
Personal Representative Commissions
Social Security Number of Personal Representative:
2003
Administrative Costs:
Year Commissions paid
(A)
(B)
tC)
Attorney Fees
Weigle & Associates, P.C.
3. Family Exemption
2.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Claimant
Relationship
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Probate Fees
Cumberland County Register of Wills
Miscellaneous Expenses:
Cumberland Law Journal - legal advertisement
The Valley Times-Star - legal advertisement
Postmaster - certified mailing
Cumberland County Register of Wills - filing fee for
inheritance tax return
TOTAL (Also enter an line 9, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
AMOUNT
789.48
789.48
789.48
2,000.00
96.00
75.00
54.50
4.42
15.00
s
4,613.36
.'
REV.1512 EX+ (1.931
'*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Please Print or Type
FILE NUMBER
21-02-0781
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lucy C. Smith
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Continuing Care RX, Inc.
64.10
TOTAL (Also enter on line 10, Recapitulation)
S 64.10
(If more space ;s needed, insert additional sheets of same size.)
REV-1513EX+(2-871
..
COMMONWEALTH OF P~NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Lucy C. Smith
FILE NUMBER
21-02-0781
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1.
A. Taxable Bequests:
Patsy Souders 30 Heberlig Road, Newville, PA
17241
Daughter
One-sixth 0/6)
2.
Catherine Hill 46 Robinson Drive Mannor Park
New Castle County, Wilmington, DE 19720
Daughter
One-sixth (1/6)
3.
Arlene Eberly 35 Harmon Road, Newburg, PA 1724( Daughter
One-sixth (1/6)
4.
Robert W. Smith 4387 Carlisle Road, Gardners, PP Son
17324
Shirley J. Boyd 768 Green Spring Road, Newville Daughter
PA 17241
Richard D. Smith 1819 Mountain Road, Newburg, PP Son
17240
One-sixth 0/6)
5.
One-sixth 0/6)
6.
One-sixth (1/6)
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI,o enter on I;ne 13, Recop;t"la';onl S
(If more space is needed, insert additional sheets of same size)
~ FARMERS NATIONAL BANK
OF NE\VVILLE ADivmanofAdamsCountylv'iztionalBarJk
September 10, 2002
Richard L. Webber Jr., Esquire
WEIGLE & ASSOCIATES, P.C.
126 East King Street
Shippensburg, PA 17257
RE: Estate of Lucy C. Smith
Dear Mr. Webber:
Mrs. Smith had the following accounts with this bank, all of which
were in her name alone -
Checking account #130478 opened 1954 with a balance as of August 8,
2002 of $6,527.80. This account was not interest bearing.
Certificate of deposit #4990826 dated 4/20/00 for $3,000.00 with
$65.81 accrued interest.
Sincerely yours,
~~K:::~
PO. Box 156, Newville,PA 17241. (717) 776-5312
Il allfirst
RECEIVED Sf? 2 5 2002
35-39 East King Street
Shippensburg, PA 17257
September 23, 2002
Re: Lucy C. Smith Estate
Dear Rich,
request.
request.
got back
I've provided you with the infonnation on Lucy C. Slrd.th at your
I recelved the JJeath certifJ.cate and a Short Certiticate at my
Thanks tor being patJ.ent in receiving this lntonnation until I
trom vacation.
The accounts Lucy C. Smith has are two CertHicate ot DeposJ.ts.
1. Certiticate ot Deposlt #51008100151091, opened 11/01/1993
with a value ot 17,000.00. This Certificate of DepoSit receives a IlIOnthly
check. I have enclosed a print out of the break down of interest pald and
pending to be sent. The CertJ.ticate of Deposit is a sole owner account.
2. Certiticate ot DeposJ.t #87008140259446, opened 05/10/1996
with a value of 20,000.00. This Certificate of Deposit also receJ.ves a
IlIOnthly lnterest check. I have enclOSed a print out ot the break down ot
interest pald and pending to be sent. The Certiticate of Deposit is a sole
owner account.
I have encLOSed my print outs I receive trom our system to show
you any addJ.tionaL intonnation that might help you. Upon a death, there J.S
not a penalty for early withdrawal.
If you need any additional infonnation or questJ.ons about thJ.s,
please teel tree to COntact me at 532-4132.
Very truly yours,
~Allfir.st ~~
.' KfJ t'~
VJ. le L. Ocker
Financial Services Associate
Enclosures
CUSTOMER PROFILE
MPCPPR
09/23/02 10:07:40
LUCY C SMITH
AKA
ADR 768 GREEN SPRING ROAD
ADR
ADR
NEWVILLE
ADDED: 05/96 ACTIVE
TIN: 165-26-6543
CERT: CERTIFIED-W9
DOB: MM/DD/YYYY
HOME:
PA 172419497 USA WORK: X____
NUMBER OF ACCOUNTS: 002
HYD 00000087008100151091 CD 24-35 MOS
OWNER
HYD 00000087008140259446 CD 12-23 MOS
OWNER
ACT! AFB 176
OPEN: 11/01/93
OPEN: 05/10/96
ACT! AFB 176
KEY 1ST LETTERS
PROFILE
PERSONL
LOCATE
NAME(S)
CMRCIAL
SELECT
MAl LI NG
CNTACTS
OSSMENU
OF SCREEN OR X NEXT TO CUST/ACCT.
JUMP CODE:
C/WITH SIGNERS
ACCESS -------
PSCREEN F1=HELP
PRESS ENTER TO CONTINUE.
BALANCE
CALLS
PNEXT
TOTAL$
RELATED
PPREV
SPECIAL
RPORTS
ADD
ALERT
OTHER
SRVICES
COMMNTS
OOPS
LUCY C SMITH
CUSTOMER ACCOUNT BALANCES
HYD CERTIFICATE ACCOUNT
00000087008100151091
00000087008140259446
KEY 1ST LETTERS
PROFILE
PERSONL
LOCATE
NAME(S)
CMRCIAL
SELECT
MPCBLN
ADDED: 05/96 ACTIVE
09/23/02 10:08:13
CURRENT BALANCE
09/23/02
17,000.00
20,000.00
MAILING
CNTACTS
OSSMENU
OF SCREEN OR X NEXT TO CUST/ACCT.
JUMP:
C/WITH SIGNERS
ACCESS -------
PSCREEN F1=HELP
BALANCE
CALLS
PNEXT
TOTAL$
RELATED
PPREV
MATURITY DATE
09/23/02
11/01/02
05/10/03
PRESS ENTER TO CONTINUE.
SRVICES
COMMNTS
OOPS
SPECIAL
RPORTS
ADD
ALERT
OTHER
NAMES ON CUSTOMER ACCOUNTS MPCANB 09/23/02 10:08:21
LUCY C SMITH ADDED: 05/96 ACT! VE
HYD 00000087008100151091 CD 24-35 MOS ACT! AFB 176 OPEN: 11/01/93
LUCY C SMITH OWNER
HYD 00000087008140259446 CD 12-23 MOS ACT! AFB 176 OPEN: 05/10/96
LUCY C SMITH OWNER
KEY 1ST LETTERS
PROFILE
PERSONL
LOCATE
NAME(S)
CMRCIAL
SELECT
MAILING
CNTACTS
OSSMENU
OF SCREEN OR X NEXT TO CUST/ACCT.
JUMP:
C/WITH SIGNERS
ACCESS -------
PSCREEN F1=HELP
PRESS ENTER TO CONTINUE.
BALANCE
CALLS
PNEXT
TOTAL$
RELATED
PPREV
SPECIAL
RPORTS
ADD
ALERT
OTHER
SRVICES
COMMNTS
OOPS
LAST WILL AND TESTAMENT
OF
LUCY C. SMITH
I, LUCY C. SMITH, of North Newton Township, Cumberland
County, Pennsylvania, being of sound mind, memory and
disposition, do hereby make, publish and declare this my Last
Will and Testament, hereby revoking and making void any and all
Wills, Codicils, or writings in the nature thereof, by me at any
time heretofore made.
FIRST: PAYMENT OF EXPENSES - I direct that all my just debts and
funeral expenses, including my gravemarker and all expenses of my
last illness, shall be paid from my residuary estate as soon as
practicable after my decease as a part of the administration of
my estate.
SECOND: PHOTOGRAPHS AND JEWELRY. I direct that my children
divide my photographs and jewelry as can be agreed among them.
THIRD: RESIDUE OF ESTATE - I direct that the rest, residue and
remainder of my estate, be it real, personal, or mixed, of
whatsoever kind and wheresoever situate, be sold and that the
proceeds be divided equally among my children, CATHERINE HILL,
SHIRLEY J. BOYD, ROBERT W. SMITH, PATSY A. SOUDERS, RICHARD D.
SMITH, and ARLENE F. EBERLY. However, if a child does not survive
me, such child's spouse shall receive the share my child would
have received had he or she so survived me.
FOURTH: EXECUTOR - I appoint ROBERT W. SMITH, RICHARD D. SMITH,
and SHIRLEY J. BOYD, Co-Executors of my Will. Neither my Executor
nor any successor shall be required to give bond.
FIFTH:
by law,
POWERS OF EXECUTOR - In addition to the powers conferred
I authorize my Executor, in his absolute discretion:
1.
To retain in the form received, and to sell either at
public or private sale any real or personal property;
2.
To manage real estate;
3.
To exercise any option or rights arising from ownership
of investments; and
4.
To compromise claims without court approval, and without
the consent of any beneficiary.
SIXTH: PROTECTIVE PROVISION - Any and all payment or payments of
any sum or sums, whether in cash or in kind and whether for
principal or income, payable to the said beneficiaries of
beneficiary, shall be made upon the sole receipt of the
respective individual to whom the payment is made, and free from
anticipation, alienation, assignment, attachment, and pledge, and
free from control by the creditors of any such beneficiary. All
shares of principal and income herein given shall be free from
~nticipation, assignment, pledge, or obligations of any
beneficiary, and shall not be subject to any execution or
qttachment.
IN WITNESS WHEREOF, I hereunto have
ny Last Will }nd Testament, consisting
)ages, this )" day of Fi-I..-~L-~'
/
signed my name to this,
of two (2) typewritten
, 1995.
of:
LUCY
e
'ZI
(SEAL)
S~ITH, Testatrix
In our presence, the above-named Testatrix signed this and
ieclared it to be her Will, and now, at her request and in her
,resence and in the presence of each other, we sign as witnesses:
)l~/t~/)14 &~Ic
(lJJ),.I~' E. )ru(l A 11 0 ~.
TATE OF PENNSYLVANIA
SS
OUNTY OF CUMBERLAND :
I, LUCY C. SMITH, having been duly qualified according to
aw, acknowledge that I signed the foregoing instrument as my
ill and that I signed it as my free and voluntary act for the
urposes therein expressed.
~
LUCY
SMITH, Testatrix
PAGE 2
We, having been duly qualified according to law, depose and
say that we were present and saw LUCY C. SMITH sign the foregoing
instrument as her Will; that she signed it as her free and
voluntary act for the purposes therein expressed; that each of us
in her sight and hearing and at her request signed the Will as
witnesses; and that to the best of our knowledge she was at the
time 18 or more years of age, of sound mind and under no
constraint or undue influence.
2L-r C.n 't C4('k
,
C/uu nhfi 0 J E. ~ ~ tJ[) )
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named Testatrix and by the
witnesses whose nam;p appear
opp.p.lji te on this ~ ~ day of
~"~vL-r ' 1995.
~A-~d'l-
Notary Public
NOTARIAL SEAL
RIchard L. Webber, Jr.. Notary Public
Newville Boro, Cumberland COU'1ty
My Commissio'1 Expi~e5 April 10, 1998
PAGE 3
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 7/08/2004
WEBBER RICHARD L JR
126 EAST KING STREET
SHIPPENSBURG, PA 17257
RE: Estate of SMITH LUCY C
File Number: 2002-00781
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. t, 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: 8/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc:
File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
SMITH ROBERT W
4387 CARLISLE ROAD
GARDNERS, PA 17324
RE: Estate of SMITH LUCY C
File Number: 2002-00781
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: 8/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLEN-DA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
SMITH RICHARD D
1819 MOUNTAIN ROAD
NEWBURG, PA 17240
RE: Estate of SMITH LUCY C
File Number: 2002-00781
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: 8/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
BOYD SHIRLEY J
768 GREEN SPRING ROAD
NEWVILLE, PA 17241
RE: Estate of SMITH LUCY C
File Number: 2002-00781
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: 8/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
REGISTER OF WILLS, CU~fBERLAND COUNTY
STATUS REPORT UNDER RULE 6.
Name of Decedent:
Lucy C. Smith
Date of Death: AuKust 8, 2002
Will No. 2002-00781
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.ether administration of the estate is complet~
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 re.p/esentative file a final
account with the Court? Yes No - .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: N/A
c. Did the personal representative s~/ 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: ~--~.{~/a~
~'' Signature -
Richard L. Webber, Jr., Esquire
Name (Please type or print)
WEIGLE ·& ASSOCIA~TES, . P.C.
12'6' East KinE Street
Address
Shippensburg, PA
( 717 ) _532-7388
Tel. No.
17257
Capacity:
Personal Representative
(MAH: rmf/AMq %
X
Counsel for personal
representative