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Home My WebLink About04-0833 PETITION FOR PROBATE and GRANT OF LETTERS Estate of. Madeline V. Smith No. 2.1 - ~0e °~3~ also known as To: Register of Wills for Cumberland County, ~ C': , Deceased. Pennsylvania ~ i? ~ 7£~ ~ Social Security No. 195-07-5621 cr ' c::::~ ~: The Petition of the undersigned respectfully represents that: ~'~ m Your Petitioner(s), who is/are 18 years of age or older and the Executrix ~ed in tl~ Last Will and Testament of the above decedent, dated May 8, 1972 and codicil(s) dated ~ N/A ¢o ~51" (state relevant circumstances, e.g. renunciation, death of executor, etc.) ~ i: -~ Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 32 Gale Road, Camp Hill, Pennsylvania 17011 (fist s~reet, number, and municipality) Decedent, then 87 years of age, died August 28, 2004, at Duncannon, Pennsylvania. 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: Decedent at death owned property with estimated values as follows: $ (If domiciled in Pa.) All personal property $ 80,000.00 (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 Testament and codicil(s) presented herewith and the grant of letters Testamentary thereon. Suzann~..~mith Marsico 32 Gale Road Camp Hill, Pennsylvania 17011 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 representative(s) of the above decedent Petitioner(s) will well and truly administer the estate according to law. Sworu to or affirmed and subscribed ~ ~~ befCl'e me this ~ day of NAME~ Register /~~ NO. ~1 Estate of MADELINE V. SMITH, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW~~ ~ I ~ ,2004, in consideration of the petition on the reverse side hereof, satisfactory Proof having been presented before me, 1T IS DECREED that the instrument(s) dated .~- ~ - Iq '"1_,~ described therein be admitted to probate and filed of record as the last will of Madeline V. Smith; and Letters Testamentary are hereby granted to Suzanne Smith Marsico. FEES Probate, Letters, Etc ............ $200.00 Short Certificate(s) ............. $ 61 .~t) William A. Addams, Esquire t~'~a~lO~.~ $,3.00 Attorney I.D. No. ,,.10P' ~ $ ~o.~,'~ 19 Brookwood Avenue, Suite 106 t-x T6TAL / $222. old Carlisle, PA 17103-9142 Filed.......~...';...!.~..'.....~..QQ .~......~...~.... (717) 249-5373 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Edward M. Marsico, Sr., a subscriber hereto, being duly qualified according to law, deposes and says that he is familiar with the signature of Madeline V. Smith, Testatrix, and believes to the best of his knowledge and belief that the signature on the Will dated May 8, 1972 is in the handwriting of Madeline V. Smith, Testatrix. Sworn to or affirmed and subscribed before ~ ' ~ t~.*~_ me this~,~ day of August, 2004. Edward M. Marsico, Sr. 32 Gale Road /~./~.~ ~L/~2Ld~ ~~~ Camp Hill, Pennsylvania 17011 Register REGISTER OF WILLS OF cI~m~ COUNTY OATH ~)F SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he ~.~ present and saw the testa~x . sign the same and that he signed as a witness at the request of testaW~ ~ in hd~ presence and (in the ~e~e~f each~th~ (in ~ presence of the other subscribing wit ness(c~)). Sworn to or affirmed and subscribed before me this~ c~ d~y~f./ 19 Br~ A~, ~lisle, PA 17013 Register ~ (NameJ (Addr~j~? REGISTER OF WILLS ~ COUNYY~ , OATH OF NON-SU~ING WITN~ (each) a subscriber hereto,~ ~eing duly qualified according to la~s) and say(s) that .... ~ili~ with the signature of ~ , ~ codicil testat ~ (one of th~ing~tnesses to) the will presented he~th and ~ ~ codicil . _ _ that ~ believes ~signature on the will is in t~ h~d~iti~ testm believes the~H pried ~h and that ~ believes the signature o~ t~ handwriting of ~ ~ (AddressJ Registe~ (Name) (Address) LAST WILL AND TESTAMENT OF MADELINE V. SMITH I, Madeline V. Sm[th, of 53 Burd Drive, Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previnusly made by me. ITEM I: I direct that all of my just debts and funeral expenses, including my grave marker, shall be paid from my residualS, estate, as~ soon as practicable after my decease as part of the expend'of the ~ Q adm[nistratinn of my estate, c~ ~ 7: :[ ITEM II: I devise and bequeath my entire estate o~e~ery.~.atur~ and he ~nall wherever situate to my husband, Edward W. Smith, provid~ survive me by thirty (30) days. ITEM III: Should my husband, Edward W. Smith, predecease me or die on or before the thirtieth day following my death, I devise and bequeath my entire estate of every nature and wherever situate to my daughter, Suzanne Smith Marsico. ITEM IV: I appoint my husband, Edward W. Smith, Executor of this my Last Will and Testament. Should my husband fail to qualify or cease to act as Executor, I appoint my daughter, Suzanne Smith Mars[co, to serve in this capacity. ITEM V: I grant unto my Executor the power to sell, pledge, mortgage, any real estate which I own at the time of my death. ITEM VI: I direct that my Executor, as well as his successors, shall not be required to give bond for the faithful performance of his duties in any jurisdiction. [N WITNESS WHEREOF, I have set my hand and seal this ~%~- day of May, 1972. ~ The preceding instrument, consisting o£ this and one other typewritten page, each identi£ied by the signature of the Testatrix, was on the day and date hereof signed, published and declared by i~Iadeline V. Smith, the Testatrix herein named, as and £or her Last Will and Testament in the presence of us, who, at her request and in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Madeline B. Smith Name ofDecede~: August 28, 2004 Date of Death: Will No. 21-04-00833 Admin. No. To the Register: I certify that notice of (beneficial interest) ~i~l~[lll~[~ required by Rule 5.6(a) of the Otphansf,,.Com;t,g~les was served on or mailed to the following beneficiaries of the above-caPtioned estate on 0ctouer zu, zuu, . Name Address Suzanne S. Marsico, 32 Gale Rd., Camp Hill, PA 17011 Notice has now been given to ail persons entitled thereto under Rule 5~6(a) except. None Da~e: October 20. 2004 Signature Name William A. Addams,Esquire 27 W. High St. Address Carlisle, PA 17013 c~ Telephone ( ) 717-243-7638 ~,.~ ~ fi~ Capacity: Pe*rsonal Representative xx Counsel for personal representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA IN RE: ESTATE OF MADELINE B. SMITH, DECEASED NO. 21-04-00833 TCk. SUZANNE S. MARSICO 32 GALE RD. CAMP HILL, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative named below. You may have a beneficial interest in the estate under the Last Will and Testament of MADELINE B. SMITH. See attached copy of Will Name of decedent: Madeline B. Smith Last known address of decedent: 25 Cove Road, Duncannon, PA 17020 Date of Death: August 28, 2004 Place of Death: KinKora Pythian Home, 25 Cove Rd., Duncannon, PA 17020 County of Grant of Original Letters: Cumberland Decedent died Testate, and a copy of the Will is attached hereto Name, address and phone number of all personal representatives: SUZANNE S. MARSICO 32 GALE RD. CAMP HILL, PA 17011 717-761-3741 Name, address and phone number of counsd: William A. Addams, Esquire 27 W. High St. Carlisle, Pa. 17013 Phone: 717-243-7638 Additional information may be obtained from the undersigned: William A. Addams 27 W. High St. Carlisle, Pa. 17013 717-243-76388 Dated: October 20, 2004 LAST WILL AND TESTAMENT OF MADELINE ¥' sMITH I, Madeline V. Smith, of 53 Burd Drive, Camp Hill, Cumberland County, pennsylvania, declare this to be my Last Will and Testament and revoke all Wills ~nd Codicils previously made by me. ITEM I: I direct that all of my just debts and funeral expenses, includ~ng my grave marker, shall be paid from my residuary estate, as soon as practicable after my decease as part of the expense of the administration of my estate. 1TEM Ih I devise and bequeath my entire estate of every nature and wherever situate to my husband, Edward W. Smith, providing he shall survive me by thirty (30) days. ITEM III: Should my husband; Edward W. Smith, predecease me or die on or before the th[rtteth day following my death, I devise and bequeath my entire estate of every nature and wherever situate to my daughter, Suzanne Smith MarsiCo. ITEM IV: I appoint my husband, Edward W. Smith, Executor of this my Last Will and Testament. Should my husband fail to qualify or cease to act as Executor, I appoint my daughter, Suzanne Smith MarsiCo. to serve tn this capacitY. ITEM %f: I grant unto rny Executor the power to sell, pledge, mortgage, lease or exchange, or to grant an option for a purchase, lease or exchange of any real estate which I own at the time of my death. ITEM VI: I direct that my Executor, as well as his successors, shall not be required to give bond for the faithful performance of his duties in amy jurisdictiOn. ,~?'~- day of IN WITNESS WHEREOF, I have set my hand and seal this ~ May, 1972. ~, ., . k~, , / ~'-_. (SEAL) CERTIFICATION OF NOTICE UNDER RULE 5.6(a~ Madeline B. Smith Name of Decedent: August 28, 2004 Date of Death: Will No. 21-04-00833 Admin, No. To the Register: I certify that n??'ce of (benefldal interest) ~la~l~llll~]:~ required by Rule 5.6(a) of the Orphans~ .Cou~t0P0~les was served on or marled to the following beneficiaries of the above-captioned estate on Octol~er Nmne Address Suzanne S. Marsico, 32 Gale Rd., Camp Hill, PA 17011 Notice has now been given tO all persons entitled thereto under Rule 5:6(a) except. None Date: October 20. 2004 ~~~ Signature Name William A. Addams,Esquire 27 W. High St. Add~ess c~ Carlisle, PA 17013 ~ Telephone ( ) 717-243-7638 ~ ~.w Capacity: Personal Representative xx Counsel for personal representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA IN RE: ESTATE OF MADELINE B. SM1TH, DECEASED NO. 21-04-00833 TC~. SUZANNE S. MARSICO 32 GALE RD. CAMP HILL, PA 17011 Please take notice of the death of decedent and the grant of letters to the personal representative named below. You may have a beneficial interest in the estate under the Last Will and Testament of MADELINE B. SMITH. See attached copy of Will Name of decedent: Madeline B. Smith Last known address of decedent: 25 Cove Road, Duncannon, PA 17020 Date of Death: August 28, 2004 Place of Death: KinKora Pythian Home, 25 Cove Rd., Duncarmon, PA 17020 County of Grant of Original Letters: Cumberland Decedent died Testate, and a copy of the Will is attached hereto Name, address and phone number of all personal representatives: -- SUZANNE S. MARSICO 32 GALE RD. CAMP HILL, PA 17011 717-761-3741 Name, address and phone number of counsel: William A. Addams, Esquire 27 W. High St. Carlisle, Pa. 17013 Phone: 717-243-7638 Additional information may be obtained from the undersigned: William A. Addams 27 W. High St. Carlisle, Pa. 17013 717-243-76388 Dated: October 20, 2004 LAST WILL AND TESTAMENT OF MADELINE V. SMITH Wills and Codicils previously made by me. ITEM I: I direct that all of my just debts and funeral expenses, including my grave marker, shall be paid from my residuary estate, as soon as practicable after my deoease as part of the expense of the iTEM II: I devise and bequeath my entire estate of every nature and me by thirty (30) days. ITEM III: Should my husband, Edward W. Smith, predecease me or die on or before the thirtieth day following my death, I devise and bequeath Suzanne Sm[th Marsico. ITEM IV: I appoint my husbar~d, Edward W. Sm[th, Executor or this my Last Will and Teslament. Should my husband fail to qualify or cease to ITEM V: I grant unto my Executor the power to sell, pledge, mortgage, any real estate which I own at the time of my death. jurisdiction. ' ~ '-/-~'~ ~i~c_~ . ,-'%~"~ ?-c~ic ~ (SEAL) The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of the Testatrix, was on the day and date hereof signed, published and declared by Madeline V. Sm. ith, the Testatrix herein named, a~ and for her Last Will and Testament in the presence of us, who, at her request and in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVAN!A REV 1162 EX{11 96) PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004540 MARSICO SUZANNE S 32 GALE ROAD CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ...... fo:d .......... 101 $3,459.36 ESTATE iNFORMATION: SSN: 19507-5621 FILE NUMBER: 2104-0833 DECEDENT NAME: SMITH MADELINE B DATE OF PAYMENT: 10/25/2004 POSTMARK DATE: 10/25/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/28/2004 TOTAL AMOUNT PAID: $3,459.36 REMARKS: SS MARSICO CHECK# 1284 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Inventory ofthe real and personal estate of Madeline B. Smith deceased Charles Schwab Account No. 3978-1410 14,002. 74 Total {4,002. 74 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: Suzanne S. Marsico being du]y ~wc~D_ __ according fo law, deposes and says fhaf She is the Executrix Of the ~:stafe of Madeline B. Smith late of __ E. Pennsboro Township ' , Cumberland County, Pa., deceased and that the wifhin ;s an inventory made by _S~/zann~ ~. ~lars/ikQ. ~ ~, the said~ Executrix o~ f~e ertl[re estate of sa;d decedent, cons;sf;ng of ali the personal property and real estate, except real estate outside the CommonweeJfh o~ Pennsylvania, end fhaf the figures opposite eac~ ;fern of the Inventory represent ;f's fair va~ue as of the date of decedenf's death. Sworn to _ and subscribed before me, ~ ~ ~ ~ Execufor. Adm;nist~afor Notary 32 Gale Rd., Camp Hill, PA 17011 ~n.~e M Cox, Notary Public ~" ~-" 8orough, Cumberland INSTEUCTION5 I. An [~ventory must be filed w;fh;n three months after appointment of personat representative. 2. A s~pplemenf Mwnfory must be filed wHh[n fhirfy days of d scovery of add[fional assets. 3. Addiflona~ ~heefs may be attached as fo personally or realty 4. See Article IV, Fiduc~arles Act of 1949. OOMMON*EALTHOF REV'1500 ~"~#~ HARRISBURG, PA17128-0601 RESIDENT DECEDENT COLINT'CO3E YEAR N'j',IBER Z Smith, Madeline B. I 195 07 5621 U.I DATE OF DEATH (MM DD-YEAR] [ DATE OF BIRTH 'M~ -DD-YEAR~ I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I/.I 08-28-2004 07-29-1917 REGISTER OF WILLS ~.1 F APPLICABLE) SURBIVING SPOUSE S NAME (LAST FIRST AND MIDDLE INITIAL) SOCIAL SECUR!TY NUMBER ~1 Original Return [] 2 Suppleme,~tal Return ~ 4 Limited Estate [~ 4a Future Interest Compromise ~te ~f.iea rte ~2 282: L~ 5 Federal Estate Tax Return Required ~ 9 Litigation Proceeds Received ~ 10 Spousal Povedy Credt ;~ate cf de~!f. ~ :.'.Be~ 12 I · ~% · 'JS L~ 11 Election to tax under Sec %13(A) ,At:a:t s:~ c ~_ THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DiI,~ECYED TO: ,,z, NAME COMPLETE MAILING ADDRESS z William A. Addams 27 W. High St. o ~ ?.O. Bo× 261 = Same Carlisle, PA 17013 ~ TELEPHONE NUMBER o o 717-243-7638 1 Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 84, O02.74 3 Closely Held Corporation Partnership or Sole Proprietorship 4 Mortgages & Notes Receivable (ScheduLe D) (4) 5 Cash Bank Deposits & Miscellaneous Personal Property (Schedule E) ~ 6 Jointly Owned Property (ScheduLe F) (6} ~<~ ~ Separate Billing Requested ,--I (7) --~ 7 Inter Vivos Transfers & 'v~iscellaneous Non Probate Property ?~ (Schedule G or L) ~- IS1 84,002.74 <[ 8 Total Gross Assets (total Unes 1-7) 0 3,082.00 I~1 9 Funeral Expenses & Administrative Costs (Schedule H) (9) 10 Debts of Decedent, ivlortgage Liabilities, & Liens (Schedule I) fi0) 11 Total Deductions (total Lines 9 & 10) (11) 3,082.00 12 Net Value of Estate (Line 8 minus Line 11) /12) 80,920.74 13 Charitable and Governmental Bequests. Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 80,920.74 14 Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxabte at the spousal tax ~ rate, or transfers under Sec 9116 Ia)(1 2) x 0 (15) 16 Amount of Line14 taxable at lineal rate ~- 17 AmountofLine14taxableatsiblingrate x 12 117) ~ 18 Amount of Line 14 [axable at collateral rate x 15 / 8) X 19 TaxDue (f9i 3,641.43 > > BE SURE TO ANSWER ALL OUESTIONS ON REYERSE SIDE AND RECHECK I~h~TH · < Decedent's Complete Address: STREET ADDRESS 95 Co~,~-Road Duncannon, I STATE PA } 510 Tax Payments and Credits: 1. Tax Due (Pa§e 1 Line 19) (1) 3,641.43 2. Credits/Payments A Spousal Poverty Credit B Prior Payments C. Discount 182.07 182 .O7 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 OVERPAYfvlENT. Check box on Page 1 Line 20 to request a refund (4) 3,459.36 5 If Line 1 + Line 3 is greater than Line 2 enter the difference This is tine TAX DUE. (5) A Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SD) 3,459.36 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. retain the use or income of the property transferred; _~] b. retain the right to designate who shall use the property transferred or its income: ~ tx_ c. 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 properly which contains a beneficiary designation? [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. U de pe'al es ol perjun I declare hat I have exam ned [his retur" iq¢l~diqg accon'paPyl*§ scbedJles and statements and to the 3est 3f r~y kr'owledge arid belief it is true correct a"d cofl/Dle[e Declaration of ureparer o?e than be De sona ep eseq a ire is based on ali ntorma[ oq of .~.'ic~ preparer has an, knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE V'~'~'Si.L,_'T.I,r,\ -.~..)'.k'~/)!({. lt.,¢~ ~-. Suzanne S. Marsico October 2-Z~ 2004 ADDRESS ~ 32 Gale Road, Camp Hill, PA 17011 SIGNATURE Og PREPARER OINER THAN REPRESENTATIV~ DAIE ADDRESS For dates of death on or after July 1. 1994 and before JanuaW 1. 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is [72 P.S §9115 (a)(1.1) 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 PS. §9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax. and the statutoi¥ requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate 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 parent. or a stepparent of the child is 0% [72 RS §9116(a)(t.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 45%. except as noted in 72 PS. §9116(1.2) [72 RS §91f6(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 RS §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. SCHEDULE B CO~MONWE^~TH OE PENNSYLVAN,A ~_~ STOCKS & BONDS iNHERITANCE TAX RETURN RES DENT DECEDENT ESTATE OFMad e 1 ine B. Smith 21-04-0833 FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Charles Schwab Account # 3978-1410 84,002.74 TOTAL (Also enter on Hne 2, Recapitulation) $ 8 4,0 0 2 · 7 4 (If more space is needed, insed additional sheet~ nf the ~m~ ~i?,,I REV-1511 EX+ (12-cj9) SCHEDULE H COMMONWEALTH O¢' PENNSYLVANIA J FUNERAl. EXPENSES & ~NHERITA~CE TAX RETURN ADMINISTRATIVE COSTS ~ RESIIDENT D~EDENT~ ESTATE OF Madeline B. Smith 21-04-0833 FILENUMBE., iTEM Debts of decedent must be reported on Schedule 1. DESCRIPTION A FUNERAL EXPENSES: -- Neill Funeral Home 2,470.00 B. ADMINISTRATIVE COSTS: 1. Per~nal Represenfat~ve's Commissions StreetAddress 32 Gale Rd. 2. AttomeyFees William A. Addams 375.00 5. ^ccou.mnrs Fees 237.00 TOTAL (Also enter on line 9, Recapitulatior 3 0 8 2.0 0 (If more space is needed, insed additional sheets of Ihe same size) SCHEDULE J CD~MO~WE^LTH O~ PENNSYLV^.,~ BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Madeline B. Smith 21-04-0833 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outdght spousal distributions) 1. Suzanne S. Marsico daughter 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET 11. NON TAXABLE DISTRIBUTIONS: I A SPOUSAL DrSTRIBUTIONS UNDER SECTiON 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLE AND GOVERNMENTAL DrSTRIBUTIONS IU/Ub/W~q 1~:31 717761374i NARSICO PAGE 02.~5 ,t [ -:~:,.¢ ,' s: ~ 5 SC~IT~i/~rAB Account Statement ~b Inde~n~ Invesfl,~ J Sl~n~m' Statement Period: Augurer 1, 2004 to August 31, 2804 I ~t Statement~ July 31~ Schwab O~ Account Account Numar; 3978-1410 ~tourwebs~ea~: ~ab, c~ Account O~ened i~: t997 Qu~Eons? CeE ~-~9050 Pa~e 1 SU~NNE S MARSICO ~ 32 G~E ROAD ~ MADELINE V SMITH ~AMP HI~ PA 17011 ~ 32 GALE RD l Aooo.n, Value Summary I Cha~h~.~q~[n Value Surn~' Cash & Sweep Money Market Funds $ 28,466.08 O/ange in Value Since July 31, ~004: $ (4,652.g2) Invastrneflts $ 55,536.66 Change in Value Since Januar,/1. 2004; $ (56,282.57) Total Account Value $ 84,002,74~ Marwin Account Information "1 [ Rate Summary Margin Account Equlb~ $ 28,466,D0 Margin Loan Rate 4.50% to 8 00% Funds Avai!able Margin $ 28,4~6,00 J Investment Detail - ' · ,,, (~uentity J Descfinti{~t3 Svmb~;I Lonq/Short Cash and Money Market Funds (Sweep} _.-- Price Market Valuo CASH $ 28,46608 InYe s f~nents GOVT NTL MTG ASSN 6.5%29 100,DO0 L $ ~ 01.1610 REMIC DUE 06/16/28 $ 55,536,66 [Total Account Value $ 84,00i:}ij DO~ Dote Transac;fOO De..~.r/ohq/~ Quantity ] H./Ub/2UU4 10:91 7177613741 HARSICO PAGE 83/85 Account Statement Schwab One~ Account R~ain for Your Records Account Number: 3978-1410 Statement Period: August 1, 2004 to August 31, 2004 Pa eg~_ Settle Trade [~ato D3f~ Tran~ctJofl Descdptjgq Cash Activity {continued) Out, hilly _ Prt~ Tot~/ 0~/24 08/24 Funds Paid SCHWAB OHE CHECK 0402 08/30 0~/30 Credit tnterest SCHWAB1 INT07/294~29 $ (578.55) Investments Activity 3,83 Federally Taxable ~ ~ $ D,91 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - ,,;,""n, C:pr~ ('iF BUREAU OF INDIVIDUAL TA,faCA); J..<LI .:, 1:~I-i"':: NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION ,'\APfttAISEHENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 zuu~ JAN 10 1\11 9: 49 CLER\~ Or ORPHk\l'S CQ\1P\, WILLIAM A ADD~t./!;1PF.p'"i,: " 27 W HIGH ST PD BDX 261 CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-10-2005 SMITH 08-28-2004 21 04-0833 CUMBERLAND 101 *' REY-1547EXAFPI12-D4l MADELINE B Allount Rellitted I CHANGED III 121 131 141 151 161 171 .00 84.002.74 .00 .00 .00 .00 .00 181 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... REV =iS4-i-EX""i\W-CiiFliiY-tloi'-icE--OF-itiHEififAiicE-TAX-iippR7iisEifEtli'~--i\r.tiiwANCE"Oii"------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SMITH MADELINE B FILE NO. 21 04-0833 ACN 101 DATE 01-10-2005 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate {Schedule AJ 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. 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 Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 191 IlOI 3,082.00 NDTE: To insure proper credit to your account} submit the upper portion of this form with your tax paYllent. 84,002.74 :\.087 00 80,920.74 .00 80,920.74 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. Amount of line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. Amount of line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 80,920.74 X 045 = 3,641.43 .00 X 12 = .00 .00 X 15 = .00 1191= 3,641.43 .00 Illl 1121 1131 114J TAX CREDITS: . ft....... ,+, AHDUNT PAID DATE NUHBER INTEREST/PEN PAID I-I 10-25-2004 CD004540 182.07 3,459.36 TOTAL TAX CREDIT 3,641.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIP' (CR)} YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 MARSICO SUZANNE S 32 GALE ROAD CAMP HILL, PA 17011 RE: Estate of SMITH MADELINE B File Number: 2004-00833 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: 8/28/2006 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, <fi' ~'d' ,l+--, "".~' ~.. --' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 ADDAMS WILLIAM A 19 BROOKWOOD AVENUE SUITE 106 CARLISLE, PA 17013 RE: Estate of SMITH MADELINE B File Number: 2004-00833 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: 8/28/2006 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, ~ " IJ L..;/di~J,~h~ /1 Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ '-~ LL.'_ N ~,:~J LI_ L.' .-_ ~ C) t, _i t. ( _J ~~:~ '----" V.J C~.: Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Madeline B. Smith Date of Death: 8/28/04 Estate No.: 21-04-0833 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 IXl No 0 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 representative file a final account with the Court? Yes 0 No IXl 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 Ji1 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 7/14/06 .c"/ ~/ ..../ ~.#' ,/~~~~- Signature William A. Addams C- Name 27 W. High St. Address Carlisle, PA 17013 ...~:1"l. -- t ---~ ~) C::-..::> C:J c-..., Telephone No. 717-243-7638 Capacity: 0 Personal Representative IX! Counsel for personal representative c LI. OU) l.J..J-..J C.J -Z=! f. <~--~~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: M~,nL B. Smlih . Date of Death: AU~lJn4- cQ. <(, ~+ Estate No.: 62oo~-OO'833 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 'E No 0 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 representative file a final account with the Court? Yes 0 No 'b(1 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 18J No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 8\ 8\D(P ~8LU ~.~~ Slgnatur Suk-O-{)f)~ S, 1"\~W Name C"') ..:::r 0? ..,-''1-- 1--- 0"':: 8~ GQ\tZ- Koo..c\ 1 Cb.mpJlli PA- , '10 { ( Address II ( '1) '1~{ - 31 '-+t Telephone No. C;) Capacity: r8l Personal Representative o Counsel for personal representative W;~.:::r: \,.,t.') <::::::t (;;;;;) 1:'...... c) (