HomeMy WebLinkAbout04-0795 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Elizabeth J. Smith No. gt-0q-~
To:
also known as
Deceased.
Social Security No. ] 9 9- 0 7- 1 9 S8
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last wilt of the above decedent, dated ,January 2 5,
and codicil(s) dated
Register of V~ills ,for the _
County of cumber±aha
Commonwealth of Pennsylvania
in the
named
,19 99
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or ptincipal residence at 1~153 Lutztown Rd., Boilinq Sprinqs,
(list street, number and muncipality)
Decendent, then 84 years of age, died Au,qust 13, I~X 2004,
at Alterra Nursinq Home, 7199 GreenDoro Dr., Melbourne/ Florida.
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: N/A
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled i~ 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 .~$I~ will ~..d cod~i~s~)
presented herewith and the grant of letters testamentary ~ ;::; ~-
theron.
Boilin~ Springs, PA 17007
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '~ ~
COUNTY OF CUMBER~.gND
The petitione~(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 ~,~and subscribed (- ~
before me this,-,,~ ~ ~__ day of / ~'
August ..... I~I_ZD.D 4~ ~
.~ . - ~2~Jl~,, ~.~ , Register I' ~
Estate of Elizabeth -J. Smith
,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
the reverse side hereot~satisfactory proof having been presented before/ne,
IT IS DECREED that the instrument(s) dated January 2 5, 1 9 9 9
described th?rein be admitted to probate and filed of record as the last w~ll o~ Elizabeth
Smith
and Letters Testamentarv
are hereby granted to Paul D. Smitht III
FEES
Probate, Letters, Etc .......... $~. ~__r~s.~
Short Certificates( )
^ TOTAL $ c:~'~ ~ - ~
Filed . .~: ~. 7.~ .................
113 FroAnT~.Y($up'C''I'D'N°') 180~7
Boiling Springs, PA 17007
ADDRESS
717-258-6844
PHO~
OATH OF NON-SUBSCRIBING WITNESS
Estate of ~-Z~/Z~'fi E~'.
Also known as
No. co o,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
,~. [.f familiar with the signamre of ~'Z'/ Z~,/.,~7,~ k-~..~,r~ ,testat~/'~ of
(one of the subscribing wimesses to) the codicil/will presented herewith and that It- believes
the signature on the codicil/will is in the handwriting of &"-Z'fz~a~'~ ~ 3'~A'/V~
to the best of ~ fJ" knowledge and belief.
Sworn to or affirrn~d and subscribed
--,C~,re me als d~ ,%'t~ d~.y~r
~j
OATH OF SUBSCRIBING WITNESS
Estate of
Also known as
, Deceased
(each) a subscribing witness to the will/codicil presented herewith, (each) being duly qualified
according to law, depose(s) and say(s)~fr ('1~ present and saw
_~ff ~.~ ~',. ~ ~ ~ _~'~t t ~ , the test. atP/A', sign the same and
that ~ r' signed as a witness at the request of the testate'/' R' in h ~.~ presence
and (in the presence of each other) (in the presence of the other subscribing witness(es).
(Address)
Sworn to or affirmed an~scr/bed
J~fore me this .r~.~ daytof
~~- ' 20 C~14 (Name)
l~g5 st~0.~ ~ v'""U (~daress,
·
OFFICE of VITAL
CERTIFIED COPY
CERTIFICATE OF DEATH
FLORIDA
LAST
7199 Greemboro Drive
Florida
Brevard
W~dowed
West Melbourne 549 Jean Circle
Paul D, Smith, III
1453 Lutztown Rd.
PA
Dr. 964
West
C1327210
LAST WILL AND TESTAMENT
OF
ELIZABETH J. SMITH
I, ELIZABETH J. SMITH, a resident of 5 Wiltshire West,
Carlisle, Cumberland County, Pennsylvania being of sound mind,
memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
States, or any state or territory thereof, or.~b~ any foreign
government or political subdivision thereof, in~es
property required to be included in my gross estate ~
f~
inheritance or like tax purposes by any of s~h go~rn~s,
whether the property passes under this Wil~!~r ~he~i~se,. ~
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
LAST WILL AND TESTAMENT
OF
ELIZABETH J. SMITH
ITEM 3: TO the individuals listed below, I bequeath the
following:
A. To my daughter, BABETTE S. McCURDY, if she shall survive
me, the sum of $5,000.00;
B. To my son, PAUL D. SMITH, III, if he shall survive me,
the sum of $5,000.00 plus interest of $1,270.74, for a
total bequest of $6,270.74.
ITEM 4: I give, devise and bequeath ninety percent (90%) of
all of the rest, residue and remainder of my estate, real, personal
and mixed, of whatsoever kind and nature, and wheresoever situate
at the time of my death, in equal shares, unto my children, BABETTE
S. McCURDY and PAUL D. SMITH, III.
ITEM 5: If and in the event that a child of mine does not
survive me and is not living sixty (60) days after the date of my
death, then and in such event, I give, devise and bequeath the
interest in my estate, which such deceased child would have
received, if living, to the issue of said deceased child, per
stirpes.
ITEM 6: I give, devise and bequeath the sum of Twenty
Thousand Dollars ($20,000.00) or up to a maximum of ten percent
2
LAST WILL AND TESTAMENT
OF
ELIZABETH J. SMITH
(10%), whichever is less, of my residuary estate,
equal shares,
PETER McCURDY,
ITEM 7:
PAUL D. SMITH,
to be divided, in
unto my then living grandchildren, SHANA McCURDY,
PAMELA G. WINEGAR, and ROBERT W. SMITH.
I hereby nominate, constitute and appoint my son,
III, Executor, of this my Last Will and Testament,
with full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of him in this or any other jurisdiction for his
performance of this office.
If and in the event that my son, PAUL D. SMITH, III, does not
survive me and is not living sixty (60) days after the date of my
death, or does not complete his duties as Executor, then and in
such event, I hereby nominate, constitute and appoint my daughter,
BABETTE S. McCURDY, Executrix of this my Last Will and Testament,
with full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of her in this or any other jurisdiction for
her performance of this office.
EL~A~ETH~ ~
3
LAST WILL AND TESTAMENT
OF
ELIZABETH J. SMITH
ITEM 8: If any provision of this Will or of any Codicil
hereto is held to be inoperative, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, ELIZABETH J. SMITH, the Testatrix, have
to this my Last Will and Testament, typewritten on four (4)
consecutively numbered pages, subscribed my name and affixed my
seal this ~-~ day of~~ , 1999.
Signed, sealed, published and declared by the above named ELIZABETH
J. SMITH, as and for her Last Will and Testament, in the presence
of us, who have hereunto subscribed our names at her request,, as
witnesses hereto, in the presence of the said Testatrix, and of
each other.
4
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EXI11 96/
NO. CD 004623
SMITH PAUL D III
1453 LUTZTOWN ROAD
BOILING SPRINGS, PA 17007
ESTATE INFORMATION: SSN: 199-07 1958
FILE NUMBER: 2104- 0795
)ECEDENT NAME: SMITH ELIZABETH J
DATE OF PAYMENT: 11 / 12/2004
POSTMARK DATE: 11 / 12/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 08/13/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $8,192.53
TOTAL AMOUNT PAID:
$8,192.53
REMARKS: P D SMITH
SEAL
CHECK# 101
INITIALS: VZ
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Inventory of the real and personal estate of
Elizabeth J. Smith
deceased
1. Stocks and mutual funds
2. Cash and miscellaneous personal Property
3. 1/3 interest in checking account
$120,4¢ 15
32,14 80
1,66666
$154,215.61
COMMONWEALTH OF PENNSYLVANIA '~ ss:
COUNTY OF CUMBERLAND .~
Paul D. Smith, III
being duly sworn according fo law, deposes and says that he is the
Executor of the Esfate of Elizabeth J. Smith
I~+e of bICAD/LO~ Tow31ship , Cumberland Counfy, Pa., deceased and thaf fhe
~ifh[n is an ~nven~ory made by him , the said Executor
of the entire estate of said decedent, cons;sting of all +he personaJ prope~y and rea[ estate, except real estate outs;de
~he Commonwealth of Pennsylvania, end fhaf the figures opposite each ~fem of fha Inventory represent ;f's fair va~ue
as of fha date o~ dece~enf's death.
_3~ .~"C-~V~ and subscribed before me,
~ . · /~ /~, ~-/~ ~ 1453 Lutztown Road
Date of Death 13th ~ , ~~c~J Augus[, 2004
INSTRUCTIONS
I. An inventory must be flied wi+bin three months after appo~nfmen% of personal represenfaHve.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
L Add~%ional sheets may be a%+ached as ~o personal%y or ree]+y
4. See ArHc]e IV, Fiduciaries Act of 1949.
Executor - Adm;n;sfr[for /
17007
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (MST FIRST. AND MIDDLE iNITIAL)
Smith~ Elizabeth J_
DATEOFOE~TR[MMDO-YEARI
August 13, 2004
September 14~ 1919
OFFICIAL USE ONLY
FILE NUMBER
COUN~ CODE YEAR NUVBER
SOCIAL SECURITY NUMBER
199 07 1958
TH~S RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
LU
Z
W
Z
:lt APPJCASLE) SURVIVING SPOUSES NAME I LAST, FIRST, AND MIDDLE INITIALI
SOCIAL SECURITY NUMBER
Original Return
Limited Estate
Decedem Died Testate (A~ach coW ~ Will
Libgation Proceeds Received
~2 Supplemental Return
~,7 Deceden[ Maintained a Lvng T us A~a o yorTm [:
~5 Federal Es'ate Tax Return Requ~rec
8 Total Number of Safe Deposit ~oxes
L~ ,1 Elec!~on !o tax under Sec. g!13iA) ~'c~;c sc~ o:
TH s_$EbT 0N MU$~'¢ ~E COMPLETED. ALLCORRESPONDENCE AND CONF DENTIAL TAX INFORMATION SHOULD BE
DIRECTED TO:
NAME
Anthony L. f')c_f.~; ~q,,4r¢
TELEPHONE NUMBER
717-258-6844
COMPLETE MAIL NG ADDRESS
P.O. Box 358
113 Front Street
Boiling Springs,
PA 17007
1 Real Esm[e (ScneduleA) (1) - 0-
2 Stccksand Scads(Schedule B) (2) 120 ,401 o 15
3 Closely He!d CorooFation, Partner% O or Soie-Proprie[orsni~ ,:31 -- 0--
4 Mo~gages & ,Notes Receivable (Schedule D) ,4) -- 0--
5 Cas:~ Bank Oepos ts & V sce aneous Personal Property (5] 32, 14 7.8 0
(Scheduie E)
6 Joint!y Owned Prooerb/([Schedule F) (6) 1 , 6 6 6.6 6
~ Separa!e Billing Remuested
7 Inter-Vivos Translers & Miscellaneous Non-Prooate Property {7) __ 48,581 . 5 9
(Schedule G or L)
8 Total Gross Assets (total Lines 1-7)
9 Funeral Expenses &Administrative Costs (Schedule B) (9) 1 O ~ 4 7 0 · 1 1
10 Debts cf Decedent, Mortgage Liabilities & Liens (Schedule I) (I0)
11. Total Deductions (brai Lines 9 &
i2. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Beauests,'Sec 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)
OFFICIAL USE ONLY
(8) 202,797.20
(1!/ 11,159.32
(12) 1 ql ~q7 RR
(13) -0-
(14) 191:637.88
BEE iNSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amoun[ o L ne 4 axable a the SPousal tax
rate, or transiers under Sec 9116 (a)(12) x .0
16. Amount of Line 14 taxable at lined rate x .0
191~637.88 ×~45
17 Amount of Line 14 taxable at siblin~ rate
18 Amount of Line 14 laxable at collateral rate x ,15
19 Tax Due
d5) -0-
-0-
(17) 8, 623. 70
(18) -0-
(19)
SCHEDULE A j
REAL ESTATE '
ESTATE OF FILE NUMBER
Elizabeth J. Smith
{Property [oii~t]y-owned wi~'h Right of Survivorship must be disclosed on Schedule F) All rea] estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or seJh bath having reasonable knowledge of the relevant facts.
ITEM VALU5 AT DATE
NUMSER DESCRIPTION OF DEATH
1 NONE
-0-
TOTAL (Also enter on line ], Recapitulation) S -O-
(if more space is needed, ~'nserf addifionc~! s~eeM of sarne s~'z~.)
COMMONWEALTH OF pENNSY~.VANIA
INHERITANCE TAX ~ETURN
SCHEDULE B
STOCKS AND BONDS
ESTATE OF FILE NUMBER
Elizabeth J. Smith
(All proper~y ointly-owned with Right of Survivorship must be disclosed on Schedule F.)
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
2.
3.
4
5
6
7
8
9
10.
11.
44 shares common stock of Bell South Corp.
@ $27.22 per share
64 shares common stock of Lucent Technologies Inc.
@ $2.74 per share
3,300 shares common stock of Pfizer Incorporated
@ $31.15 per share
700 shares Pu~am Premier Income Trust
@ $6.47 per share
400 shares Putnam Premier Income Trust
@ $6.47 per share
119 shares common stock of SBC Communications Corp.
@ $25.06 per share
68 shares common stock of Verizon Communications
@ $39.07 per share
64 shares common stock of Agere Systems common
stock @ $1.20 per share
51.1877 shares common stock of Vodaphone
@ $22.15 per share
38 shares common stock of American Telephone &
Telegraph @ $13.70 per share
180 shares common stock of Drexler, now Linear
Collider Research and Development @ $9.70 per share
$1,197.68
175.36
102,795.00
4,529.00
2,588.00
2,982.14
2,656.76
76.80
1,133.81
520.60
1,746.00
TOTAL (Also enter on line 2, Recapitulation) S 120, 401 · 15
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
ESTATE OF
Elizabeth J. Smith
ITEM
NUMBER DESCRIPTION
1.
NONE
Please Print or Type
FILE NUMBER
TOTAL (Also enter on line 3, Recapitulation) S -0-
VALUE AT
DATE OF DEATH
-0-
(If more space is needed, insert additional sheets of same size.)
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Please Print or Type
ESTATE OF FILE NUMBER
Elizabeth J. Smith
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
NONE
-0-
TOTAL (Also enter on line 4, Recapitulation) ! S - 0-
(If more space is needed, insert additional sheels of same size.)
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Tyl'~
FILE NUMBER
Elizabeth J. Smith
(Ali property [oinl[y~owned with the RJgh¢ of Survivorship must be disclosed on Schedule F}
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1.
Refund from Alterra Healthcare Corporation
47 items of jewelry. See attached appraisal
$5,703.00
26,444.80
TOTAL (Also enter on line 5, Recapituh=t[on) 32 ~ 14~7.80
$CHI=DULr: F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Elizabeth J. Smith
Joint t~nc~nt(s):
NAME ADDRESS J RELATIONSHIP TO DECEDENT
Paul D. Smith, III I Son
B. Babette S.
B.
McCurdy
1453 Lutztown Rd.
Boiling Springs, PA
1739 Old Forge Road
Annville, PA 17003
17007
Daughter
J LETTER
ITEM I FOR DATE
NUMBE~ JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
I TENANT JOINT OF ASSET , ~,~ INT. j DEC~D~NT'S INTEREST
]. j J 1995 $5,000.00 1/3 $1,666.66
Checking account,
#1322486, at M&T Bank,
Boiling Springs, PA
TOTAL (A/so enter on line 6, Rec=pitulat/an) i S 1 , 666.66
~I{ more space is needed insert additional sheets of scrne size)
~:~Lo SCHEDULE O
COMMONWEALTH OF ~.$~V~l~ TRANSFERS
RESIDENT DECEDI~NT z:~. ~ p~_ PRINT OR TYPE
~[~zabe[h 3. Sm~Ch
THIS SCHEDULE MUST BE COMPLETED AND FILED IE THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY TO~AL VALUE DECD DOLLAR VALUE
NUMBER IncJudeeameoftherransferee,!heFrre!o~ionshiptodecedent, dareof~ransfer [ EXCLUSION OF AS,SET % OF DECEDENT'S '
Non pension Annuity Contract,
#03762562, Thrivent Financial
for Lutherans
$48,581.59
100% $48,581.59
TOTAL (A~so enter on line 7, RecopituJation) S 4 8, 5 81 . 5 9
more space ~s needed, insert addilional shee~s of same size.)
STATE OF
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or Type
FILE NUMBER
Elizabeth J. Smith
~?EM
NUMBER DESCRIPTION AMOUNT
A. Funeral Expenses:
1.
2.
3.
4.
5.
6.
7.
8.
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid 2004
Attorney Fees
Family Exemption
Claimant
Address of Claimant at decedent's death
Street Address
Relationship
210 -- 28 -- 4050
City State Zip Code.
Probate Fees
Miscellaneous Expenses:
Legal Advertising, Cumberland Law Journal
Legal Advertising, The Sentinel
TOTAL (Also enter on line 9, Recapitulation) $ 1 0,4 7 0.1 1
(If more space is needed, insert additional sheets of same size.)
5,000.00
5,000.00
293.00
75.00
102.11
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE"I"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
ESTATE OF FILE NUMBER
Elizabeth J. Smith
ITEM
NUMBER DESCRIPTION AMOUNT
The Medicine Shoppe #1487
1260 Sarno Road
Melbourne, Florida 32935 Medicine
Geetha Priyanka
964 S. Wickham Rd., Suite 1
W. Melbourne, Florida 32904 - Medical
James Line Jewelers
200 S. Spring Garden Street
Carlisle, PA 17013 - Appraisal of Jewelry
TOTAL (Also enter on line 10, Recapitulation} $ 689.21
112.99
36.22
540.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE J
BENEFICIARIES
ESTATE OF
Elizabeth J. Smith
FILE NUMBER
NUMBER
2.
3.
4.
5.
6.
7.
8.
II.
1,
NAMEANDADDRESSOFPERSON(S)RECEIVINGPROPERTY
TA~BLEDISTRIBUTIONS(includeoutri§htspousaldistributions)
Babette S. McCurdy - Bequest
1739 Old Forge Road
Annville, PA 17003
Paul D. Smith, III - Bequest
1453 Lutztown Road, Boiling Springs,PA
Babette S. McCurdy
1739 Old Forge Road
Annville, PA 17003
Paul D. Smith, III
1453 Lutztown Road, Boiling Springs,
Shana McCurdy
1736 Algonquin Dr.
Clearwater, Florida 33765
Peter McCurdy
1739 Old Forge Road
Annville, PA 17003
Pamela G. Winegar
2665 Hunter Lan~
Malabar, Florida 32950
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Son
Daughter
Son
Granddaughter
Grandson
Granddaughter
Robert W. Smith Grandson
~07~RaymQnd. Ave.
b~TRI~§HOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIAT
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET - 0-
(If more space is needed, insert additionat sheets of the same size)
AMOUNT OR SHARE
OF ESTATE
$5,000.00
6,270.74
45% Residuary
45% Residuary
2.5% Reiduary
2.5% Residuary
2.5% Residuary
2.5% Residuary
ONREV1500COVERSHEET
LAST WILL AND TESTAMENT
OF
ELIZABETH J. SMITH
I, ELIZABETH J. SMITH, a resident of 5 Wiltshire West,
Carlisle, Cumberland County, Pennsylvania being of sound mind,
memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid o~t:-of my~ residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government o~the United
States, or any state or territory thereof, or by a~y foreign
government or political subdivision thereof, in respect to .all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this Will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
ELiZABEtH -J[FSMT~H ~
1
LAST WILL AND TESTAMENT
OF
ELIZABETH J. SMITH
ITEM 3: To the individuals listed below, I bequeath the
following:
A. To my daughter, BABETTE S.
me, the sum of $5,000.00;
B. To my son, PAUL D. SMITH,
the sum of $5,000.00 plus
McCURDY, if she shall survive
III, if he shall survive me,
interest of $1,270.74, for a
total bequest of $6,270.74.
ITEM 4: I give, devise and bequeath ninety percent
all of the rest, residue and remainder of my estate, real,
(90%) of
personal
and mixed, of whatsoever kind and nature, and wheresoever situate
at the time of my death, in equal shares, unto my children, BABETTE
S. McCURDY and PAUL D. SMITH, III.
ITEM 5: If and in the event that a child of mine does not
survive me and is not living sixty (60) days after the date of my
death, then and in such event, I give, devise and bequeath the
interest in my estate, which such deceased child would have
received, if living, to the issue of said deceased child, per
stirpes.
ITEM 6: I give, devise and bequeath the sum of Twenty
Thousand Dollars ($20,000.00/ or up to a maximum of ten percent
~ST WILL AND TESTAMENT
OF
ELIZABETH J. SMITH
(10%), whichever is less, of my residuary estate, to be divided, in
equal shares, unto my then living grandchildren, SHANA McCURDY,
PETER McCURDY, p~34ELA G. WINEGAR, and ROBERT W. SMITH.
ITEM 7: I hereby nominate, constitute and appoint my son,
PAUL D. SMITH, III, Executor, of this my Last Will and Testament,
with full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of him in this or any other jurisdiction for his
performance of this office.
If and in the event that my son, PAUL D. SMITH, III, does not
survive me and is not living sixty (60) days after the date of my
death, or does not complete his duties as Executor, then and in
such event~ I hereby nominate, constitute and appoint my daughter,
BABETTE S. McCURDY, Executrix of this my Last Will and Testament,
with full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of her in this or any other jurisdiction for
her performance of this office.
LAST WILL AND
OF
ELIZABETH J.
SMITH
ITEM $: If any provision of this will or of any Codicil
hereto is held to be inoperative, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, ELIZABETH J.
to this my Last Will and Testament,
consecutively numbered pages, subscribed my
seal this .~)~-~./~ day of .-~ 1999
SMITH, the Testatrix, have
typewritten on four (4)
name and affixed my
(SEAL)
Signed, sealed, published and declared by the above named ELIZABETH
J. SMITH, as and for her Last Will and Testament, in the presence
of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and of
each other.
4
Appraisal
~Quah'.tyyou can trust, at a price you can affbrd.
200 S. Spring Garden St.
Carlisle, PA 17013
717'249'4888
September 10, 2004
To Whom It May Concern:
This is to certify the following pieces of jewelry property of The Estate of Elizabeth Smith has a
current retail value as itemized.
1. One diamond dinner ring, consisting of a Brilliant (round) cut diamond having a
G.I.A. color grade of K and clarity grade of SI-2 weighing approximately .95 carats
surrounded by 40 diamonds, having an approximate combined weight of 2.00 carats
set in a 14 karat white gold mounting, value $7500.00
2. One diamond ring consisting of two brilliant cut diamonds, one weighing
approximately .55 carats, the other weighing approximately .60 carats both having a
G.I.A. color grade of I and clarity grade VS-2. The mounting stamped 14 karat white
gold has five brilliant cut diamonds, graduating in size on each side, having an
approximate carat weight of .40 carats, value $4580.00.
3. Diamond fish tail setting eternity band consisting of 25 poorly cut diamonds, having
an approximate weight of .80 carats. Mounting test 14 karat white gold, value
$1775.00
4. Sapphire cluster ring, consisting often 3 mm round genuine blue sapphires, mounting
being Rose Gold, value $315.00
5. Blue topaz ring consisting of a 10 mm by 12 mm emerald cut Swiss Blue topaz
weighting approximately 1.00 carat, mounted with a round cubic zimonia on each
side, the mounting stamped 14K white gold, value $225.00
6. Diamond and ruby ring, consisting of oval genuine ruby measuring 6.8 mm by 5.5
mm, surrounded by 32 baquette cut diamonds, having an approximate weight of 1.00
carats, mounting being yellow and stamped 14K value $ 2000.00
7. Emerald ring consisting of one worn cushion cut genuine green emerald with an old
mine cut diamond on each side, mounting being yellow and stamped 14K, value
$200.00
8. Antique diamond ring, the diamond is a cracked and chipped single cut diamond,
white mounting stamped 10 karat, value $100.00
9. Three sterling silver rings, no value.
10. Gold tone chain measuring 30 inches, no value.
11. Gold open link neck chain measuring 18 IA inches in length, weighing 12.4 grams,
value $310.00
12. Gold neck chain measuring 17 inches in length, stamped 14k, weighing 27.9 grams,
value $697.50
13. Gold open link bracelet measuring 7 inches in length, stamped 14k, weighing 4.9
grams, value $122.50
14. One vintage 14 karat gold charm bracelet, having the following charms, Carousal,
Typewriter, Nameplate, Alarm clock, Hourglass, St. Christopher Medal, Horseshoe,
Stagecoach, Life Preserver, Windmill, Bicycle, Liberty Bell, Capitol Building,
Suitcase, Monkey, Whistle, Dog, Phone, Safe, Car, Jitney, Rings, Four Leaf Clover,
and Chalk Board most stamped 14K, value $3200.00
15. One vintage 14 karat gold charm bracelet, having the following charms, 7-11 plate,
Zodiac, Slot machine, Vanity, Rice vile, and a Canoe, most stamped 14K, value
$700.00
16. Gold 7 inch bracelet stamped 14K, weighing 11 grams, value $ $275.00
1T Four charms:
a. Worry bird, no value
b. Mouse, no value
c. 14 karat Shark tooth, value $38.00
d 14 karat Poodle dog, value $88.00
18. Silver bangle bracelet, value $40.00
19. Gold filled bangle bracelet, value $40.00
20. Child's bangle bracelet, stamped 750 (18 karat), 16.7 grams, value $585.00
21. Five neck chains
a. White chain with gold tone "O" pendant, no value
b. 10 karat yellow gold chain measuring 15 inches, 7.6 grams, value $126.80
c. 14 karat yellow gold chain, measuring 15 inches, .86 grams, value $21.50
d. 14 karat white gold chain, .7 grams, value $17.50
e. 14 karat yellow gold chain, needs repaired, ~5 grams, $12.50
22. Gold filled watch pendant chain with slide (missing one ruby) and swivel, value
$100.00
23. 15 inch Tri-color gold (yellow, white and rose) brained neck chain, stamped 14K, 5.5
grams, value $137.50
24. Sterling Silver and Lapis pendant, necklace and earrings, $30.00
25. 12 karat gold filled ID bracelet, no value.
26. Sterling silver V shaped bracelet with blue stone, value $15.00
27. Miscellaneous loose pearls measuring 3 mm to 5 mm, value $67.00.
28. Two Jade pendants and one pair.jade earrings, total value $60.00
29. One pair oval shaped Red Sardonyx (Agate) set earrings set in Sterling Silver and
matching Pendant with 16 inch silver neck chain, value $20.00
30. Pair diamond stud earrings, one weighing approximately .33 carats having a G.I.A
color grade of K and clarity grade of SI-1, the other weighing approximately .40
carats with a clarity grade of SI-2, and color grade of H, set in 14 karat yellow gold
mountings, value $2000.00
31. Pair costume gold tone and imitation pearl hoop style earrings, no value
32. Damaged Sterling Silver neck chain, no value.
33. Damaged costume bangle bracelet with blue stones, no value
34. Three rings
a. Sterling Silver with g~een stone, no value
b. Sterling Silver, no value
c. Two tone 14 karat gold 7 mm wide Art Carved band, value $280.00
35.One earring, bracelet and large pendant stamped Sterling Silver, no value
36. Double strand costume pearls w/th gold tone clasp having colored stones and
imitation pearls, no value
37. Double strand 24 inch imitation 8 mm pearls, white tone clasp stamped Japan, no
value
38. Two Multiple 3mm imitation pearls, one in need of repair, no value.
39. Gold tone and imitation pearl bracelet, no value.
40. Sterling Silver and Marcasite pendant, no value
41. Single 12 inch strand costume pearls on gold tone chain, no value
42. Gold tone 15 inch necklace with 10 nun costume pearls, no value
43.8 mm round imitation Peridot in gold tone mountings, no value
44. Three pair hoop earrings
a. Hoop earrings, 14 karat yellow gold, value $48.00
b. 5 mm wide brushed finished hoop earrings, 14 karat yellow gold, value
$80.00
c. Dangle earrings, 14 karat yellow gold, value $40.00
45. Pair pearl and diamond earrings, pearls being of"Fine" quality measuring 6.5 mm,
the diamonds weighing approximately. 12 carats each, mountings being 14 karat
yellow gold screw backs, value $598.00
46. Rhinestone leaf shaped brooch, no value
47. Costume brooch that can convert to clip earrings, stamped ORA, no value
James Line Jewelers
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
DELUCA ANTHONY L ESQ
113 FRONT ST
BOILING SPRINGS, PA 17007
RE: Estate of SMITH ELIZABETH J
File Number: 2004-00795
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/05/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal Representative(s)
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 12/06/2004
SMITH PAUL D III
1453 LUTZTOWN ROAD
BOILING SPRINGS, PA 17007
RE: Estate of SMITH ELIZABETH J
File Number: 2004-00795
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 12/05/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF ~~DIM~ ~~mE OF
INHERITANCE !~.~ .~Vi,~DN "'.-'" IP ! 0..
PO BOX 280601-;:)'::1.,::": ~-l-I, I ';'!J.')
HARRISBURG PA '171Z~~0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
20~' J r',l I L; Pi! 3: 15
lJu ,j,.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-17-2005
SMITH
08-13-2004
21 04-0795
CUMBERLAND
101
CLERK 0::
OR~';-"'" "..., (\r'. ,1 '.r"T
r'rjPt~ ~) ,),-,,<.'i~; I
Al!;lltlJNY L D'EL!ilCA-"ESQ
113 FRONT ST
PO BOX 358
BOILING SPGS PA 17007
.
REY-1547UAFP U2-04l
ELIZABETH J
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
li.v :rJ'li'f-IY-AFFr-t'ol-.-6!').-Noi'-ici.oF-INHlitI-TAN-CE-TAX-A.pPR1.isiir€NT~..A[LowANcE.OR--....-----....-.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH ELIZABETH J FILE NO. 21 04-0795 ACN 101 DATE 01-17-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rete (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
191,637.88 X 045 = 8,623.70
.00 X 12 = .00
.00 X 15 = .00
lI91= 8,623.70
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(21
[31
(41
(SI
(61
(71
.00
120,401.15
.00
.00
32,147.80
1,666.66
48,581. 59
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
(91
[101
10,470.11
689.21
(111
[121
lI31
lI41
NOTE: To insure proper
credit to your account)
sub.it the upper portion
of this for. with your
tax pay.ent.
202,797.20
II .1 ~lj 3:7
191,637.88
.00
191,637.88
TAX CREDIT"':
l+' AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID [-I
11-12-2004 CD004623 431.19 8,192.53
TOTAL TAX CREDIT 8,623.72
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
. IF PAID AFTER DATE INDICATED} SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
[ IF TOTAL DUE IS LESS TWAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I v
~5l~
CERTIFCA TION OF NOTICE UNDER RULE 5.6(A)'
Name of Decedent:
Elizabeth J. Smith
Date of Death:
August 13, 2004
Will No.: 2004-00795
Admin No.:
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) ofthc Orphans' Court Rules
\vas served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
Paul D. Smith, III, 1453 Lutztown Road, Boiling Springs, PA 17007
Babette S. McCurdy, 1739 Old Forge Road, Annville, PA
17003
Robert W. Smith, 307 Raymonn Ave, Roiling Springs, PA
Peter McCurdy, 1739 Old Forge Road, Annville, PA 17003
Shana McCurdv. 1736 Aloonouin Dr., Clearwater, Florida
Pamela G. Winegar, 2665 Hunter Lane, Malabar, Florida
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
17007
33765
32950
A] 1
have received notice.
Date: ~fr
I
t?'~$P"~~r~~I-~
Signature ~ r-- 1:
Anthony L. DeLuca, Esquire
Name
113 Front st., P.O. Box 358
Boiling Springs, PA 17007
r-
;;::;)
Address
717-258-6844
\1
.. .~
"',
Telephone
r-:,\
Capacity: 0 Personal Representative
[!I Counsel for personal representative
..)--
JRD/June 30, 1992/17858
In Re: Estate ofEIizabeth J. Smith
Late of Monroe Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYL VANIA
Estate No,: 21-04-0795
NO, 21-2004-0795
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Paul D. Smith, III.
Counsel for Personal Representative: Anthony L. Deluca, Esq.
Date of Grant of Original Letters: 08/25/2004
Date of Delinquency Notice: 12/05/2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
December 5, 2004, and that the ten (10) day notice to file the certification has expired,
Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency
and the undersigned requests that a C~urt conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or counsel for the delinquent
personal representative.
Date: 01119/2005
~L~~/~J4;Jl
G en a arner Strasbaugh "
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
~ '+, .:HIoS q:'3o PlM
A hearing is scheduled for at in Courtroom No.3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatically be cancelled.
/,
Georgr.
JRD/June 30, 1992/17858
In Re: Estate of Elizabeth J. Smith
Late of Monroe Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-04-0795
NO. 21-2004-0795
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Paul D. Smith, III.
Counsel for Personal Representative: Anthony L. Deluca, Esq.
Date of Grant of Original Letters: 08/25/2004
Date of Delinquency Notice: 12/05/2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
December 5, 2004, and that the ten (10) day notice to file the certification has expired.
Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency
and the undersigned requests that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or counsel for the delinquent
personal representative.
Date: 01119/2005
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
~~ 't, ;;l.oo't q'."'oAN\
A hearing is scheduled for at in Courtroom No.3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatically be..~~
Georg(E.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
SMITH PAUL DIll
1453 LUTZTOWN ROAD
BOILING SPRINGS, PA 17007
RE: Estate of SMITH ELIZABETH J
File Number: 2004-00795
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 lS due by:
8/13/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner
cc: File
Counsel
~
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/05/2006
DELUCA ANTHONY L
113 FRONT STREET
PO BOX 358
BOILING SPRINGS, PA 17007
RE: Estate of SMITH ELIZABETH J
File Number: 2004-00795
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
8/13/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
(;~/' / f ,"" f~
./'_'/~-,,['~
/ I
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
\x
\
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Eli zabeth J. Smith
Date of Death: August 13, 2004
Estate No.: 21-04-0795
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the adrrJnistration of the above-captioned estat,e:
1. State whether administration of the estate is complete:
Yes rID No 0
2. If the ans'rv""ler is No, state ,~vhen the personal representative reason,ably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a fmal account with the Court?
Yes 0 No J!l
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 0
c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be
attached to this report.
a-.~ 5P~.IIb&4m, rdc;,
Slgnature =-7.
Date: 7// f& t
!
Anthony L. DeLuca, Esquire
Name
113 Front st., P.O. Box 358
Boiling Springs, PA 17007
Address
717-258-6844
Telephone No.
. .
f..
Capacity: 0 Personal Representative
Q[l Counsel for personal representative