HomeMy WebLinkAbout03-1060PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Luella M. Smeltzer No. ~ ~ - 0~-- ~0[~0
also known as To:
Register of Wills for the
_ Deceased. County of Cumberland in the
Social Security No. 206-10- 8 775 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 or ni~cned
in the last will of the above decedent, dated ., 19.__77
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C~ ~nberl mid ~ou/aty, pennsylvania, with
h er last family or principal residence at 325 Wesley Drive, ~ecnamcsDurg,
Lower Allen T~p., PA 17055
(list street, number and muncipality)
Decendent, then 87 years of age, died November 25 , )t~ 2003
at Bethany Village, 325 Wesley Drive, Mechm,~icsbur~, PA 17055 '
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:
660,000.00
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
Test araentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
Jame/g ~. Smeltze~rO
10/6 B~andt Ave.
1~. e: PA 17043
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF Cumberland f ss
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 aklminister the estate according to law.
Sworn to or affirmed, and subscribed ~ ).,w.~ I~.\~ ~.
before me this ~Q~¥\~ day of \ . ~
Estate of
LUELLA M. SMELTZER
,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
ANDNOW ]x~iq~0~[/dU~ ¢0 : .~O0,_.& ~ , 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 1977
described therein be admitted to probate and filed of record as the last will of
Luella M. Smeltzer ;
and Letters
are hereby granted to
Testamentary
James A. Smeltzer
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
TOTAL
Filed ff .~: .~: .~o.~ ...................
-- ' N~gister of Wills -~' // [
00CATTORNEY {Sup. Ct. I.D.
ard S. Friedman, Esq.N°')~#07176~
N. SeCond St., 5th Fir., Harrisburg, PA
ADDRESS 17101
(717) 2.~6- 8000
PHONE
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to
law, (s) and say(s) that
codicil
(each) b according to
present and saw
the testat ~9/ , sign the same and
request of testat__ in h
other subscribing witness(es)).
signed as a witness at the
(in the presence of each other) (in the presence of the
Sworn to or affirmed and subscribed
me this
of
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
~" OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
testat
that
of (one of the
familiar with the signature of Zi~[lL~c t/FI. ~.~,
subscribing witnesses to) the presented herewith and
/C~odicil
believes the signature on the ~ is in the handwriting of
to the best of
knowledge and belief./~~/(~///~/~,~
~Name)
~ (Address)
Sworn to or affirmed and subscribed before
~n~e this \ ~i~W~ day of
· ~ster
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9810868
No.
DEC 0 12003
Date
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ,, VITAL RECORDS
CERTIFICATE OF DEATH
Buella ~. ~ltzer ~- P~le ? 06 -- 10 -- 775
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~E~NT'SM~LINGAD~(~,~ C~ ~ Z~C~I I~C/~'S I1~' ~ 113' ~ I il4. wlao~
~,,. ~c~nicsb~9 Pa 17055 {o...~, ~rl=d ,:~?
~,, ~th~ Sta~er
~. J~s ~ltz~
J,,. Esta ~y Tip~tt
IINFORMANT'$ ~lkl~ ~SS (~. C~n, ~e. Z~ C~)
[~. 1056 Br~dt Avenue ~,Pa 17043
I,,.. ~st Ha~isb~g ~te~,,, Hm'iisb~g, Pa
· {LICENSE NUMBER NAME ~o ~0~ r-.Ac~u~ .90~
~. _~-~.,~-~.~.. ..... J:,~.,,m.?11654-L ,~e~-H~er ~eral ~ Inc~
mann®r al stated... ' , , P , · cause(s and ~_~
LAST WILL AND TESTAMENT
OF
LUELLA M. SMELTZER
I, LUELLA M. SMELTZER, of Shiremanstown, Cumberland County
Pennsylvania, being of sound mind, memory and understanding, do make and
publish this my Last Will and Testament, hereby revoking all Wills and
Codicils by me at any time heretofore made.
ITEM 1: I direct my Executor, hereinafter named, to pay the
expenses of my last illness and funeral expenses from the property
passing under this Will as an expense and cost of administering my
estate.
ITEM 2: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be payable by
my estate or by any recipient of any property, shall be paid by my
Executor out of the property passing under Items 4 & 5 of this Will, as
an expense and cost of administration of my estate. My Executor shall
have no duty or obligation to obtain reimbursement for any such tax so
paid, even though on proceeds of insurance or other property not passing
under this Will. In the absolute discretion of my Executor, he may pay
such taxes immediately or may postpone the payment of taxes on future or
remainder interests until the time possession thereof accrues to the
beneficiaries.
ITEM 3: I give, devise and bequeath unto my granddaughter,
DAWN E. WESTHAFER, the sum of $5,000.00, if she survives me.
ITEM 4: I give, devise and bequeath unto my son, JAMES A.
SMELTZER, one-half of the rest, residue and remainder of my estate,
- 1 -
real, personal and mixed, whatsoever nature and kind, and wheresoever
the same shall be at the time of my death. In the event my son pre-
deceases me with issue, his one-half of my estate shall pass to his
issue. If there is no issue, his one-half of my estate shall pass to my
daughter, CAROLE L. KELLEY.
ITEM 5: I give, devise and bequeath unto my daughter, CAROLE
L. KELLEY, one-half of the rest, residue and remainder of my estate,
real, personal and mixed, whatsoever nature and kind, and wheresoever
the same shall be at the time of my death. In the event my daughter
predeceases me, her one-half of my estate shall pass to James A. Smeltzer,
as Trustee for DAWN E. WESTHAFER with the follow-ing powers:
a) To pay over to the guardian of my grandchild all of
the income and so much of the principal as he in his sole
discretion, deems necessary for the proper support, maintenance,
welfare, and education of my grandchild.
b) The Trustee shall distribute the Trust estate to
my grandchild at the time that she attains the age of 21
(twenty-one) years.
c) Neither the principal nor the income of the trust
estate shall be liable for the debts of any beneficiary
hereof, nor shall the same be subject to seizure or attach-
ment by any creditor of any beneficiary under any writ or
proceeding at law or in equity, and no beneficiary hereunder
shall have any power to sell, assign, transfer, encumber or in
any other manner to anticipate or dispose of the principal or
income in the trust estate proceed thereby.
- 2 -
ITEM 6:
ing powers:
a)
The Trustee shall possess, among others, the follow-
To vary or to retain investments, when deemed de-
sirable by the Trustee, and to invest in such bonds, stocks,
notes, real estate mortgages or securities or in such other
property, real or personal, as the Trustee shall deem wise,
without being restricted in so-called "legal investments",
and without being limited by any statute or rule of law
regarding investments by fiduciaries.
b) To sell, either at public or private sale and upon
such terms and conditions as the Trustee may deem advantageous
to the Trust, any or all real or personal estate or interests
therein owned by the Trust severally or in conjunction with
other persons, and to consummate said sale or sales by suffi-
cient deeds or other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all trust and
without obligation or liability of the purchaser or purchasers
to see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to
make, execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be necessary
or desirable in carrying out any of the powers conferred upon
the Trustee in this paragraph or elsewhere in this instrument.
c) To mortgage real estate, and to make leases of real
estate extending beyond the terms of the Trust hereunder.
d) To borrow money from any part, including the Trustees,
to pay indebtedness of the Trust, and taxes, and to assign and
pledge assets of the Trust therefor.
- 3 -
e) To pay all costs, taxes, expenses and charges in
connection with the administration of the Trust, including a
reasonable compensation to agents.
f) In the discretion of the Trustee, to unite with other
owners of similar property in carrying out any plans for the
reorganization of any corporation or company whose securities
form a part of the Trust.
g) To vote any shares of stock which form a part of the
Trust.
h) To assign to and hold in the Trust an undivided
portion of any asset.
i) To do all other acts in their judgment deemed necessary
or desirable for the proper and advantageous management,
investment and distribution of the Trust.
ITEM 7: Any beneficiary who shall have died at the same time
as I, or in a common disaster with me, or under such circumstances that
it is difficult or impossible to determine who died first, shall be
deemed to have predeceased me.
ITEM 8: I hereby nominate, constitute and appoint my son,
JAMES A. SMELTZER, to be the Executor of this my Last Will and Testa-
ment. It is my desire that my Executor and my Trustee shall specifi-
cally be relieved from the duty or obligation of filing any bond or
bonds.
IN WITNESS WHEREOF, I have set my hand and seal to this my
Last Will and Testament, consisting of this and B other typewritten
day of , 197&.
pages, this
WITNESS:
(SEAL)
-4 -
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
SS:
We, L~uella M. Smeltzer, and
, The Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testatrix
signed the will as witness and that to the best of their knowledge the
Testatrix was, at that time, eighteen years of age or older, of sound
mind, and under no constraint or undue influence.
Subscribed, sworn to and
acknowledged before me, by
the Testatrix, and subscribed
and sworn to before me by
and
witnesses, this
day of
1977.
LAST WILL AND TESTAMENT
OF
LUELLAM. SMELTZER
LAW OFFICES OF
FRIgDI~AN AND FRIg3M~AN, P. C.
TWO NORTH MARKET SO..UARE
POST OFFICE BOX 810
HARRISBURG, PENNSYLVANIA 17108
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent - Luella M. Smeltzer
Date of Death - November 25, 2003
No. 2003-01060
PA No. 21-03-1060
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 January 19, 2004:
Name Address
James A. Smeltzer
Carole L. Kelley
Dawn E. (Westhafer) Kirkpatrick
1056 Brandt Ave.
Lemoyne, PA 17043
5755 Hillside Lane
Mechanicsburg, PA 17055
237 Cumberland Road
Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date:
Richard S. Friedman, Esquire
Friedman & King, P.C.
600 N. Second Street
Penthouse Suite
P. O. Box 984
Harrisburg, PA 17108
(717) 236-8000
Attorney for Estate
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.
REV-1162 EX(11-96)
CD 003579
FRIEDMAN RICHARD ESQ
BOX 984
HARRISBURG, PA 17108
........ fold
'ESTATE INFORMATION: SSN: 206-10-8775
FILE NUMBER: 2103- 1060
DECEDENT NAME: SMELTZER LUELLA M
DATE OF PAYMENT: 02/19/2004
POSTMARK DATE: 02/1 8/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/25/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $29,000.00
REMARKS:
CHECK//' 13
SEAL
TOTAL AMOUNT PAID:
$29,000.00
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
August 19, 2004
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
(717) 787-3930
FAX (717) 772-0412
Friedman & King PC
Attorneys At Law
600 N Second St
Fifth Floor
PO BOX 984
Harrisburg, PA 17108
Dear Sir/Madam:
Re:
Estate of Luella Smeltzer
File Number 2103-1060
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 02/16/05. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
~incerelv,_ ---~'
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L._...~...,.L_.~z. ............. , "~,,~/
Claudia Maffei, Suer//
Document Processing Unit
Inheritance Tax Division
FRIEDMAN & KING, P. C.
ATTORNEYS .AT LAW
600 N. SECOND ST.
FIFTH FLOOR
P.O. Box 984
HARRISBURG. PENNSYLVANIA 17108
(717) 236-8000
TELECOPIER No. (717) 236-8080
frtedmanandking@hotmail.com
RICHARD S. FRIEDMAN
JOHN F. KING
January 14, 2005
c:)
Cumberland County Register of Wills
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013-3387
1-,.)
-J
In re: Estate of Luella M. Smeltzer
No. 2003-01060
PA No. 21-03-1060
Dear sir or madam:
Enclosed herewith for filing please find an original and two (2) copies of the
Inheritance Tax Return regarding the above-referenced estate. I have enclosed a check in the
amount of $15.00 to cover the cost of filing. I have also enclosed a check in the amount of
$216.66 representing the tax due.
After filing, please return one copy of the Tax Return in the enclosed envelope,
along with receipts for the above-referenced payments.
Thank you.
/,'
/1 /'/
Very trul~a'purs, ./
;/ /./
/V
Ric~rd S. Friedman
!
RSF fbp: corresaf\cumbregi2A .ltr
Enclosures
~
cc: James A. Smeltzer, Executor
,
,
RlOV.1500l:l((6-00\
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENrs NAME (LAST. FIRST. AND MIDDLE INITIAL)
SMELTZER LUELLA M.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
11-25-03 08-25-16
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
...2..-1..-JLl ..l....o....Ji......o..._
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
206 10
8775
~ 1. Original Return
o 4. Limited Estate
5ci. 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale ofdecath after 12.12.a2)
o 7. Deceden.t Maintained a living Trust IA\\ath ClJ!l1 ofTrusI)
o 10. Spousal Poverty Credit (dale ofdeath between 12-31-91 and 1+95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
12- 8. Total Number of Safe Deposit Boxes
o 11. EJection to tax under Sec. 9113(A} (Attach Sch 0)
f!j\'~l~t;(t"~lllll:f\'lI1-i';;;-jJ...,,~rl:J~,~~;j;. h.. O-;"J~H~i;.J.\'!':i:;!'I..J ~ 1~1''''''-(.)~1.'1~'::l~1'';~ "~'I.'~!"1l!)-I\'~' .",~", ~It' :".1:_ .:I~J::ft 1::;- .,1-.
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NAME
Richard S.
FtRM NAME (I! ~e}
Friedman, Es uire
Friedman & King, P.C.
COMPLETE MAILING ADDRESS
P. O. Box 984
Harrisburg, PA
17108
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OFFICIA USE ONLY
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TELEPHONE NUMBER
(717) 236-8000
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1. Real EsJate (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely He!d Corporation, Partnership or Sole-Proprietorship
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-n
(1)
(2)
(3)
(4)
(5)
109.372.56
7fi,), ,fi9 07
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,-)
. "J""1
319,400.34
(6)
(7)
(9)
(10)
9.522.33
1 ))R 74
,
(8)
692,341. 92
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & L~ns (~heou\e \)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
'.0_ (15)
, .04.5%(16)
(11)
(12)
(13)
10 . 860 . 57
681. 481. 35
16. Amount of Line 14 taxable at lineal rate
$681.481. 35
(14)
681,481. 35
17. Amount of Line 14 taxable al sibling rate
, .12 (17)
, .15 (1B)
30,666.66
(19)
30,666.66
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
~
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Decedent's Complete Address:
STREET ADDRESS l .
Bethany Village, 325 Wesley Drive
CITY M:lchanicsburll I STATE PA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
30,666.66
$29,000.00
$ 1,450.00
(2)
Total Credits (A + 8 + C )
3. InteresUPenalty ff applicabie
D. Interest
E. Penalty
TotallnteresUPenalty ( 0 + E ) (3)
4. if line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 10 requesl a refund (4)
~O,4S0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
216" 66
A. Enter the interest on the tax due.
(5)
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
216" 66
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
C. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
withoul receiving adequale consideration? .............................................................................................................. 0
3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? .............. 0
4. Old decedent own an Individual Retirement Account, annuity, or other non~probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
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~
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
RN
Under penalties of pe~ury, I declare that I e 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 pe n representative is based on all information of which preparer has any knowledge.
SIGNATURE OF P
ADDRESS
1056 B
Ave., Lernoyne, PA 17043
HER THAN REPRESENTATIVE
ADDRESS "
P.. O. Box 984, Harrisburg, PA 17108
DATE
I"" '-'5'
DATE
12 I
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. S9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.i) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable ~ven if
the surviving spouse is the only beneficiary. ~ ' ..,
,. - ~"
For dates of death on or after Juiy 1, 2000: ." 'H".
The lax 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 naturai parent, an' adoptive parent,
or a stepparent of the child is 0% (72 P.s. ~9116(a)(1.2)]. ~. ;\~.~':;j'4,i;~~:}~~~~':_\i
The tax rate imposed on the nel vaiue of transfers to or for the use of the de~;~,t~,I~~~:J~e":~r~~ia~e~ l~,~~i ;i~~t~s,~?~,~~ P.S~;116 1.2 2 P,S}9tf)!\~ltlfl,~, .
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is,12% [72P.S. ~9116(a)(1.3)J.A~ ii:,. linea,Il, },r Seclion9102~.s,an
individual who has at feast one parent in common with the deceden~ whether by'blood or adoption. i;- 't - ':~':'~j"'".." " -'. .j,;:,~',+f&:' :".i;~'~ ;}2>' ,::',"2,\ :lJ,/i~}:: ;'-)~~~_?':;
::;t\1:rt~,;,r'0..~',
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REV-1503 E;o.: + 11.97)
'.
SCHEDULE B
STOCKS & BONDS
ESTATE OF
21-03-1060
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
LUELLA M. SMELTZER
All property jointly.owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
PNC Financial Corp.
600 shares @ $54.310
32,586.00
236,070.36
50,743.98
2.
Allied Irish Banks, P.L.C.
8,214 shares @ $28.740
3.
Fulton Financial Corp.
2,346 shares @ $21.630
Copies of stocks are attached, as well as closing price
on 11/25/03 (date of death).
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
319,400.34
REV-1507 EX+ (1-97) .
" -
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
FILE NUMBER
LUELLA M. SMELTZER
21-03-1060
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Promissory Note ($95,000.00), dated 4/13/03
Lebtor - Jmres A. and N. Jill Smeltzer
5% aruma1 rate
94,190.92
2.
Accrued interest (12 days)
Promissory Note ($15,000.00), dated 7/27/03
Lebtor - Jmres A. and Nancy J. Smeltzer
5 % aruma1 rate
156.98
15,000.00
Accrued interest (11 days)
24.66
See attached Promissory Notes
TOTAL (Also enter on line 4, Recapitulation) $ 109,372.56
(If more space is needed, insert additional sheets of the same size)
RE\I.15Ol1EX.t1.911
'.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INH~RITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-03-1060
LUELLA M. SMELTZER
Include ~e proceeds of litigation and tria date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
M & T Bank Checking (No. 98026240)
2. M & T Bank CD (No. 31003913915616)
3. M & T Bank CD (No. 31003914546783)
25,000.00
50,143.14
52 , 380 .15
25,634.35
4,879.06
89,402.62
27.39
103.54
. 2.66
960.44
9.00
4. Wachovia Bank Checking (No. 1010071424154)
5. PNC Bank Checking (No. 51-4005-9082)
6. PNC Bank ~b]ley ~hrket (No. 50-0364-9238)
7. Waypoint Bank CD (No. 500012701)
8. M & T Bank - interest on CD (No. 31003913915616)
9. PNC Bank - dividend (Acct. No. C0000799319)
10. Highmark - re f1.md
11. Asbury Services - refund - Bethany Village
12. 2003 PA Incorre Tax Refund
TOTAL (Also enter on line 5, Recapitulation) $ 263,569.02
(If more soace IS needed. Insert addlllcnal sheets of !hp. s;:Jr-e ~:Zl'l"
AEV-1511 EX+ (12-99) .
,
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DEceDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
LUELLA M, SMELTZER
21-03-1060
iTEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES
I. i'vifers -Hamer Funeral Horre 7,404.00
2. Brachendorf lvEmorials (marker) 695.00
3. lvo/ers-Hamer Funeral Home (opening of grave) 800 . 00
B ADMINISTRATIVE COSTS:
I. Personal Representative"s Commissions
Name ol Personal Representative\s)
Social Security Number(s)/EIN Number of Personal Representative{s)
Streel Address
City Stale _ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Far:-.lly Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Slreet Address
City Slate _ Zip
Rela.tionship 01 Claimant to Decedenl
4 Probate Fees 462.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal (advertising) 75.00
8. The Sentinel - Legal (advertising) 71. 33
9. Cumberland County Register of Wills (filing of Inheritance
Tax Retum) 15.00
TOTAL (Also enter on line 9, Recapitulation) 5 9,522.33
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV.1512D:..(1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
LUELLA M. SMELTZER
21-03-1060
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
Iklbi1e X-Ray Imaging, Inc.
AMOUNT
111. 80
3.
Verizon
64.24
6.42
539.21
2.
Bethany Village (co-insurances)
4.
Alert Phy. at Bethany Village
5.
Connor-Rich Associates
11.15
6.
7.
Heritage Medical Group
54.42
2003 PA llipt. of Pevenue taxes
551. 00
TOTAL (Also enter on line 10, Recapitulation) $ 1,338.24
(If more space IS needed, Insert additional sneets of tne same size)
'''''''''''','''".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Nl.;~,\2ER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Dawn Kirkpatrick Granddaughter $5,000.00
237 Cwnberland Road
Camp Hill, PA 17011
2. James A. Smeltzer Son 1/2 of residu
1056 Brandt Ave.
Lemoyne, P A 17043
3. Carole Kelley Daughter 1/2 of resid
5755 Hillside Lane
r"i=chanicsburg, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
I!. NON.TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
LUELLA M. SMELTZER
21-03-1060
e
ue
(If more space IS needed, Insert addlllonal sheets of the same size)
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ALLIED IRISH BANKS, p.l.e.
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THE BANK Of NEW YORK
AMERICAN DEPOSITARY RECID~
FOR OADlNARY $HARES
OF 25 PENCE EACH OF
(INCOIU'OA:.\nDUMDPTllI!L#lWSOP\fIEUoNDI
CUSIP 019228 40 2
ALLIED IRISH BANKS, p.l.e.
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........~ MAY lit. 1999 V .,ld -
/,1 I.. /1. a . _.. _ ;1 ~ ""rn"'''''~
~ /~. ~SlGxATURE $eniOlV~Presidenl
THE DEPOSITARY'S CORPORATE TRUST OFFICE ADDRESS IS 101 BARCLAY STREET, NEW YORK, N.Y. 10286
14472
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COMMON STOCK
FULTON FINANCIAL CORPORATION
INCORPORATED UNDER THE LAWS OF THE COMMO:-.lWEALTH Of PENNSYLVANIA
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transferable only 00 the books of the Corporation by tbe bolder hereof in person, or by duly authorized attorney, upon the sur.
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FULTON FINANCIAL CORPORATION
INCORPORATED L'NDER THE LAWS OF THE COMMONWEALTH OF PENNSYlVANIA
PAR VALUE $2.50 PER SHARE
COMMON STOCK
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transferable only on the books of the Corporation by the holder hereof in.person, or by duly authorized attorney, upon the sur-
",.,,,,,,>11,,,,,..,,,, render of Ihis certificate properly endorsed. This certificate is not valid unless countersigned by the Transfer Agent.
,,""~~,,~~~~.~. Co"',,,,, WITNESS the facsimile seal of the Corporation and the facsimile signatures of its duly authorized officers.
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01/28/1991
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CHAIRMAN or THE BOARD
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SECRETARY
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SMITH BARNEY_
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February 25, 2004
Richard S. Friedman
Friedman & King PC
PO Box 984
Harrisburg PA 17108
Dear Mr. Friedman:
Per your request, I have listed below the stock prices you requested aSQf
November 25,2003.
HIGH
LOW CLOSE
PNC FINANCIAL SERVICES GROUP
ALLIED IRISH BKS SPON ADR
FULTON FINANCIAL CORP-PA
54.580
28.910
21.630
53.580
28.500
21.280
54.310
28.740
21.630
If we can be of any further assistance, please feel free to call.
ron L. Pugh
Business Development Associate
The information herein has been obtained from sources we believe to
be reliable but we do not guarantee its accuracy or completeness
Citigroup Global1\larkets Inc. I! Norrh Jrd Street, 2nd Floor Harrisburg, PA 17JO 1 Tel 71---: 780 1700 Fax 71 ~ 233 2090 Toll-free SOO :J- ] -co
ATTACHMENTS
FOR
SCHEDULE D
MORTGAGES & NOTES RECEIVABLE
~ q.<ltr.;a. (;,.'.'
PROMISSORY NOTE
~. <;,......c. \ ~...l"t'\
DeblOl
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toanH
Daled
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"2.~3
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-
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fo
Debllll l'J. ~.,' S,...... \)".,........ 01 L.c_~.., ...... ~n
FOR VALUE RECEIVEO AND INTENDING TO BE lEGAllY BOUNO HEREBY. the person or persons who sign as debtor beiow (each jointly and severally liable II
more than one person and hereinafter referred to as "Debtor"), promises to pa~ to the order of . ("lender")
HRS161u"n:el B.'NK, "ark, Pe"";>JI~~"ia \-v..c. \\..... Yn. S(OO.'l \\....~....
at any of lender's branch offices,
the Principal sum of N '~\-"" - V::-v c ~co...~.... ~()
in lawful money 01 the United Slates. to be paid as follows:
Oollars
6%
",,,,,,,~.L It."t"l-
lAd shall be payable
"b(..b ~......~... fP.,\~_\lo !lot:
Interest from fhe date of this Note shall accrue on the unpaid Principal balance hereof at the rate of
~b"'.~~/,..,..~~
as billed. ~... r-~
.....It.,J
". \\-
\l.,l.~i.~
'!I'-o:. .,....~.....\l..\.~
;(CURmINUIIESl: Assecurilylorthepramplp')'ll1ent.s.nllwhen dueolall.moonbllueunderthlsHole,
lclullinl an~ renew.ls,t.lensions.tid/or modific.tions thereof, topIhtfwilh .nolhere.is~nl.nd luIure
abililies.ndoblilations of Debtor, or .n~ol lhem. to tender 'Il'hether.bsoIu!e or conlinllllnl,ot .ny nature
Iha\~.ndO\l\otwhathtl \JlllSIIWons.rislnllh<<einlllttrcollecllvelrrelerred 10.sllle'\I.bili~es'1, In
ddilionlo.nrothersecurilr'l[feeIIll!nlordocull\llltlf.ntinllhnder.nyrilhtsinlnroIObliROr'sr'ObliROr".
sllsed hefein, sh.ltinclude Debtor.ndd other Plll'$Ollslillble,either.bsolutelrorcorllinllllnllr. on Ih ,
labilities.indudlnltndOfStf$,sufetla.ndlU'rlntOfSI"nwert't'or(ht\lUfpo$lolsecUllalUlt~
blillOflC~nowledttSltnde($rilhtolset-Gff.ndfurtherhereb~lfIntsloltncler.lien.ndsecurilyinterestin
nd 10 all ptlIperty 01 Obli.., or In~oI tllem, which II.n~ tilM lend. sllaD hlv,ln its pouession, Of wlliCh isin
ansilloil,includingwithoulNmilalion.n~ bal.nceor sh"e belonllnl 10 Obligof,or In1 01 lh,m.ol.ny
!posi\, 1PfIt1, \J~t,t$CIoworD\lIer .ecountor .ccountswilhltnderlnll'll)'olherlmountswhiCh m.y be
Hingtrom lime to lim, brhndef IllObligof, lIf.nyollhem. SlIicllien.nd :securily interest sh.11 be
illepenclefllufltnder'sri8htolset.o/r.which.ile~efcised,sh.lIbedeemedtoUCtUr.lthetimeltndertirst
illficts ICCW 01 Obligor to lJfOlllrtyinlendtt'S\Xlsst!.$iOO,altlloutllSIIChul-fllt ma.,been\'fed upon
!nder'sbuokslndfecords"t.llIlerllme.
LENDER'S RIGHTS UPON OEFAULT:Hotwilhsl.ndinl.n)'lhinllolhtcantr.ryconllinedhereinoretsewhere,
OllheflCtthItOeblOfmlyberequiredlom.kePrincipal.nd/orinlerestPl~ments"omlime10 time,iIlllis
NoIe is p.ly.bleU!)OQdelnami.lender IMY dt!Rll\dOlymen\ tI a111l\1tS1111d\nll'fintipal and ICCrued interesl
.t Inr lime. wllel!lerllf not.n Ewmlol Oel.ultshall lIIVeoccuffed. In"nrevenLupontheoccufreocllo limr
Event 01 DeI.uIL tender rnar oolll)'llf.1I ul IhI laIowine:
1l1.cceleratelhem.tufilyullhisNole.nddemandimmedilte\ilytlltlltultllOU\'sWUinll'Mcl\llllll4
accruedlnlemLDebtor'lreestOPlrinlerestllthera!eplO'lidedinthisNutellfllllsuchsumsuntillender
has actu.11y l'ea!ived pl}'menlmtulllhereul.even iflendefhnolrtainedjudll'ltnl.piMtOeblOflhe rellxe.
121 pUfSlf.n1lotheWuuntofAllorneyconlainedhtfein.cuntessjudllllllll'I.lnslOeblor,llf.nyoll.hem.
IJl e~erclselende(sfiRbtulsel-olllnd .llofthefilhts, privilepslndremediesofl SecuredPlrty uflllerlhe
Peflnsrl~ani. Unilonn Commerclll Code .nll III 01 its rilhts and remedies under .n~ NCuritr .greement,
pledltllreemenl,.ssignmenl,mllftllll'l,power,lhistfuteOf.n~olherllllle,orolher'lreemenl,inslrumentor
~lissuedinCTmnKlionw"bor.risinIOulollR~oIthelilbil~ies,lIlolwlichremediesslullbe
cumulalivt.ndnotallernalive.Thenelproceedsol.nrcollalerllheldbrlendernsecurilrfor.nyolthe
Ulbililiessh.ltbe.ppliedlirsltothenpensesollenderlnpreparinll/lecollltrtllorsalt,sellinl'ndlhelike.
1 U tl\eded, Oebtor IifttS UlIt Ibis tm\e 1s..IWWal oIlh1! I'romissory Nole dated indItdinR, 'ffit1lout"miUIion. nUtll'labltanorney'Jleesloo upenses ifICUrred b)'lender (includinllees
and
e~pensesolan~liIill"tionincldenlto'nro'theloregoing).lndsecond.inJUchorder..stendermay,inituole
.19_,.ndlhlt,whelherornotlddJJioo.I'undslre.dYancedherewith, discrelion,elecl, 10 the complel,salisl.clion 0,.11 olthe U.bililie$lolIelhefwilhlltinl erest thereon, Obligor
isHoleisoo(intendedloc"ale.tolallynewllebLlflenderw,slliven.purchnemoneyurolhersecufilr w.ivesandrtl<<usanYrisllttortqllktllndtlllltoled.anyol\heliabililieslolendtflrornlnyolher
tertsl." ~~ with \l1ll priof I'lomi$sory Noll,.lh.1 secufity inlerest sball be felained br lender ill collateral under .n~ Iheoll 01 m.rsh.llinl 01 mdsor olherwlse, .nd specmc:all~ .uthlJlim
tllllder Iolpptr
'nnec!illn wllh thIS No!e. . .n~ coUater.' in which ObIilor has .n~ rillhl, lille or in!eresl'll.inst .n~ of llle ObliROr's U.biNlies to tender in
~COHDITIOHAttlABIUTY:Oblitor's li.bllilysh.nbeuncondiliufllf.ndwilhoulrel.rdtolh,liIbintyollnr'" . .nr mlnner thaI Lender m.~ deter~
'lt1~,aNhha"not betffttledby.nrindullllf'Ctl, e~tenstonollime.renell'al, w.iverllfmodificalionol (4) Upon five{Sld'yswriden noticetoOeblor, belin.ccruinlinleresL in Illllition lotheinlerestpro~idedlo
r
IS Hole, orthuelease. subslitution .nd/llf .ddllion 01 collateral :securily lor IIIis Nole. ObhiOfconsen15lo .nr abctve.1I anr. .1. flte not 10 e~ceed lour percenl (4'1 per ",num on
the unpaid PrinciPl~blllance; pro'lid~,
d.lI,tdensiunsultime, renew.ls,w.iversormodlliCltions, nwen.stothefelease,subs\ilu tionoraddltron however,lhltnointerestsh.llaccruehereunllerinellcessotlhellllllmumlmOUl\tofintl!ml"""alIowedlYj
I~~r::~ ;~~r:, ~h~I~:il:unll, WIthout m\ice to Ob\itllf .nd without l\ieclinll GbliROl's habMy law. Debtor apees to PI~ such accfued in1erest upon dem.nd.
is Nole is enIilled lolhellePtlllsul.nyloln IlfIemenfls).surety.lld/orlu.rl nly.P"temen1Is).seeurily
reemenllS). mortl'letsl, willlmentltl. and/Uf otheI' wtlIlo.n documtnls \Itlmtll to IS tbe "loin
cumen15"lissuedinconnecliunwithlheUlbilitits,whethfre~ecutodprevioltSlyloorconcurrenlIrYl"ilh,or
beuecutedsubsequentlo,thisNole,.ndll'hichmarbelmended,modilied.renewedorsubstilutedwilhoul
eClinlin.nyw.ylhev.lidilyorenlorc&lbilityollhisHole.
ENTSOFDEFAUtT:E.chollhttolluwinlshlllbt.nREvenlolDefault"IImUnder:U1lhenonPirment
en du~ Uf iflllis is. dem.nd obli,'lion, upun dem.nd, ulanr .mounl parlble under lhis Note or olln~
ounlw~endueunderoron.nyoltheU.bililies,lIfthelailureol.nyOblilOflDObwv.eOf flI!'lorm any
eeml!lliolfn~naturewhalsoeverwithlender,including. bUlnollimilecllo,thuseconlllnedintllelpan
;umenls; 121 il.ny OblillOf becomes insolvenl or makesall.ssil"menllorlht lIenelil 01 credilors, Of il Inr
ilionisfiledbyOlilpinsl'Il)'Obligorundef.nrprovis.kmol.nyslaleorleder"llall'Olsl.lu!e.llelinlllhal
lIGN\t01'isinsohtfltllfUflllbllluPlydebUHthey malure or under.ny P/'lIvision01 lhe fedelal
lkruplcy Code: 13l1he enlfl' oIan~ tudgment .plnst an~ Obligof or Iny 01 ObfiIOr'S property which "mains
;a1i$liedlorfifteen'IS)da~S;(41Ihei$SUinloflnr.lllchmenl,levyorllfnishment.pinstanrproperl)'of
'Oblilor: 151 theoccurrenceulanysubstantidcll&ftpklUletinaocbltond\tionotanyObliROrwhich,illlhe
l,rtl$O/lableROOdlailhjudgmenlollenderlsmllerian~adVe/'Sll:1611heSlleof.UofSlfbstanliallralleflhe
els, llfchlnee in ownersllip, or Ihe dissolution, liquid.liun, mtrler. consulidalion or reorpniz.lionol.nr
iROrwhichis.corpofllionorpll1nershlp,wilholllthttxprmpriorwriltenconsenlollendu,11lthedeath.
Irceraliooor.djudiCltionollelalincornpe!enceol'n~OblillOf'll'hois.natufllptrsOn;(8Iif.n~inlorm.lion
,ign.lurelumiJ/ledlotenderbrln,ObNlOr.llnytimeinconntclionwith.nyul the U.bilities. or in
nectionwithanrlulfanIyOfsuftly.greement.pplic.blelo.nrol!heti.biIi~es,ist.Iseorincorrect;orl9l
laillReollWfObl\iOftotime\ytumishtolelldersuch flnanci.l.nd oIherinfOlmalion utender ml~
;on.b1rrequeslor fequire.
WARRANT OF ATTDRNEY: Qeblllf, and uch of UItm illMR Ulan 0Ilt, \leftb, i1lt'flltlbl, alllhtrriln.ml
empowef$an~Attorneror.n1Clelkol.nycourlolrecordpriorto,uponor'"erllleoccuuenceol.nyEventof
Defaull,lsspeciliedabove,toappearlorandCONFESSJUDGMfNTallinstOebl(lf,or.nyollhem,lallorsuch
sums as Ife lIue.nd/Ol m.y become due on the ti.bilities,.nd/or lbl In any I ction 01 replevin instibrted by
lendertilobt.inpos5eSsiono1anrcollaleralsecurinllhisNoteorsecurinlan~olllletiabililies.ineithercase
wllhorwllhoutdeclata~on,withCOlilsotsuit,W1lhoulstaroltJeculion.ndWllh''''mounlnolloexceedlllleen
pertenlllS'1 of the unp'id principal amounl 01 Slfch judlmenl, but not Jess thin One Thumand Dollars
\$\,000.001. addtd ItlI a\\01nt'y'lcolleclionleI$.Deblor:lll waives the righl oIinquisition onlnrfealesla!e
levied Od. VGIunlafily condemns the Sime, lu!horileslhe Prolllonotlr~orClerk to enler upon lh. Wfito'
heculionsaidvolunlaryconl!emllltionand'lreeslhlls.idfe.lest.temarbtsoldon. Writ 01 EJICulion;
(2) 10th.e~lentpermitledb1la,<<.,<<ail/Uendrelt'S6aV'elitI1l1llll."'Il\lfIistmtm.$\a1.t1emp\ionor
.ppealla'll'sol.nrslalenowmIOlCforhertllleren.cted; d {3I felelSf$ all errors in such proceedmls. III
cOProllhis Nole, vefified by ,ffidavil b~Ofon behall 01 lendersh.11 h.vebeen liled in such.ction, ilshall nol
beRetessarylolile1heolilin.INoleasaW.fI.nlolAllorner.The.ulhoritYlndpowerlo.ppea{lllt:lnden\el:
judgment alamst Deblor sh.11 not be e~hausted b~ the inllial e~ercise lhereol, Ind the same fillY be e.erclSed,
Irom time 10 lime. as olten as lender shall deem necessarranlldesirable,.nd this NoIesh.Hbea$lflficienl
Walr'nllherelolt. tender mn enleroneormorejudlmenls inlhesameordifferenlcounliesfor .ltOf parlol
\btliabilil~'fI\lhou\lt1al1l\owlletbefiudlmed\hasbeenenleredonmorelhanuneOCl:asilllllor the Slmt
tiabililinlnlheeven1anyjudllmentenleredlllajnslOeblorhefeunderisslrickenoropenedupon'pjIlicllion
br Of on Deblor's behalf loranrrtlsonwh.lsoever.tenderishereb~authuriled'ndempoweredlo.glin
.ppelrforandCoolessJudlJMlltlp(nstOebtOfOllllyol\l>.em;wbiet\,~.lIllhelim\latiufl\h'\SUl:b
subseqllllnl entry Of entfies 01 judlmenl brtendef m'r onfy bedone 10 cur 8In~errorslnpriorproceedinlls.
onlr.nd to theexlenl lhal such errors are subjec! 10 cure in lhelaler proceedings.
1HE PROVISIONS ON l"E REVERSE SIDE ARE PART OF THIS NOTE.
Debtor has duly executed t.his Note the day and year first above written and has hereunto set Debtor's hand and seal.
l1VI fBTORlSI S BEtow! lCORPOO",T10N OR P",RTNERSH1P OUlTORlSJ SIGN BEtow!
m.
m.
.CONSUMER fORM PI\. 110 (R~. \2185)
~EAlI
Name \II IMPO{I\\\In OIl'artlltlslllp
~EAlI
(SEAll By: N.me.MIllIe
~EAlJ
(SEAl) AlIest Name.ndIll1e
lCORI'ORATESEAtI
-1985 8ANOONSUMER SERVICE. INC.
PROMISSORY NOTE
.'4...vo N!=-l~r_\ "3.
lOlnH
<',." \h_,
of
Oeblor
--s ""o'V'~:::a
~
Daled
., - L\ ,I?~
1..v....""1 .....",. ~ ~ \ ....."")
IO'S1.. i3....""'r.lT
tl.v<
Debtor of
FOR VALUE RECEIVED ANO INTENOINGTO BE LEGALLY BOUND HEREBY, Ihe pe".,n or pe".,n, who ,ign as debtor below (eachiointly and ,everally liable if
more than one. person and hereinafter referred to as "Debtor'1. promises to pay to the order of L~ el\.... m. S~ th...., ("Lender;
FIRST GArlTOl BWK, y.,k, Pennsylvania
at any of lendef, branch offices,
the Principal sum of \=.~ \.oe.... ~ \"U...-Qu..') r.tIo ...lJ
in lawful money of the United State" to be paid as follows:
o N ~~rnA,-..I\)
Dollars
Intere,t from the date of this Note shall accrue on the unpaid Principal balance hereof at the rate of
,... "{ ',.. "-)
l-N~ /c" \........ /- fu 1.\'e'4.v'
and shall be payable
W\...... \\1..,\......
,
as billed.
THE PROVISIONS ON THE REVERSE SIDE ARE PART OF THIS NOTE.
Debtor has duly executed this Note the day and year first above written and has hereunto set Debtor's hand and seal.
INDMOUALDEBTOR/SI SIGN BElOW) {CORPORATION OR PARTNERSHIPDEBTOR(SI SlGN BElOW)
(SEAL)
SECURnYlmREST:AssecuritylortheP/'lllllplpaymenlasandwhendueofallamounlsduellllderIblsNole,
includintanyrenewab,Ulensiansand/ormodiflcalianslhereaf.lall8l11erwilhlllalheruislilliandlulure
tiabitilieslnd abliplioos 01 DebIor. or any 01 lhem, 10 Lenderwhelherabsalute or canlinlll!nl, 01 Inynlture
whalsoeverlndoulolwhaleverlransacliansarislnl(bereinallercollectivelyrelerredloaslhlMUabilities1,in
Idditianloln,athersecurilyllreemlnlordocullll!n!panbnllendefanyriRbbinln,a1Dbllgor's("{JblilOl".
as used hMein,shll include Debtorlnd II alhll persons liable, eilher absatll!efy or canlinll8n11y. an lhe
Uabililies,lncludinleodoners,surttiesandauIRnlorsjpn:lpertylorlllepurpDSllolsecurinllllellabitilies,
Obligoracknowledleslender'srighlalsel-ollandlurlherhenbygranbtolenderalienandsecurityinlereslin
IndloallproplltyofObliROr.oranyollhem,whichllanylimelendershallhavlinilspassessian.arwhichisin
Irlnsillail,includinlwilhallltimilalionanyballnceorsllarebelanginlloOblilllf.arany allhem, 01 any
deposil,llIfIICY,lrusl.escrowarotherlCCOllnloraccounlswilhlenderandlnyotheramaunlswhlcllmlybe
awinllrom lime to lime by lender 10 Oblip. or Iny 01 lhem. Said lien Ind securilyinleresl shalt be
independenlallender'srighlafsel-all,whlch,lluercised,s11IUbedeemedlaoccurllthelimelenderlirst
rlStrlclslCcessolO~ilOflopropertyinlender'spolSeIsian,allhaughSIIChsel'alfmaybeenlefedupon
lender'sbaoksandrecordsllllllwlime.
o lIchecked,Oebtaragrees lbalIhisNalelsI renewllof IhePromissarytfoledaled
,19_,lndlhll,whelherarnalllldillonltlundslreldvancedherewith,
this Nale is nolinlended 10 creale I lolaUynewdebl II lenderwls giVin I purchase money oralhersecurity
inlereslln connection wilh Ih~priarPromissoJyNate,lhalsecurllylnlereslshall belelained by lender in
connection wilh lhisNote. .
U"COHDlTlOHAlllABlllTY:Obligor'Slilbllityshl~bellnCOlldilionlllndwithaulreprdlolhelilbilityoflny
olherOblillOf,lndshallnotbealleeledbylnyindulll8nce,ellensionollime,telleWl!,wllverormodilicalianol
thisNoIe,Oflherelelse.substitulionlnd/oraddilianolcoIII1lJllsecuritylorlhisNote.ObIipcoosenllilolny
andIUeltffllionsoflime,renewlls,w,iversarmodiliClllions,aswellntolllereleIH,substilulionorldditian
01 Obligors Ind/or call1lerll securily, wilhoul nollee to Obliaor Ind withaul ,neetinl Obligor's liability
hereunder or undet the I,ilbllilies.
This Note is enlilled to the herlelits allny loan Ilreementls), surety Ind/llf IUlranly IpeementlsJ, 'security
agreementlsl, mOffaaplsl, ISsilnmentls),and/ar ather such Iaan documenlslrelerred lo as the "lOIn
Documenls"lissuedinconnectionwilhlhell.bilities,whetllereleeuledpreviouslyloorconcurrentlywith,ar
to beexeculedsubsequentlo,lhisNale.lnd which may belmended,modilied,renewed arsu bslituledwithoul
a"ectinlinlnYWIY,lheVllidilyorenlarceabilityollllIsNate.
EYEHTSOF DEFAULT: EKh ollhe lallawlnl shin be In "Event 01 Oef,ull" bereunder: 1I1 t henanpaymenl
whendue,orilthisis.dem,ndobliallian,upondemlnd,ollnYlmaunlp'Ylble under lhis Hole or 01 Iny
,mount when due under aron.ny 01 the lilbililies,llfthe lailure 01 InyObli aor 10 observe or perlorm Iny
apeemenlollnYtlllurewhalsoeverwilhlender.includintbulnollimiledla,lhosecantainedinthelaan
Documenls; 121 illny Obliaor becomes insolvenl Of makes In assianmenllar the benelil of credilors, or il Iny
petitionisliledbyorl8linSllnyOblilOfunderlnyprovisionaflnystateorfederllt.warslllulellleginathal
suchObl1lOr is insolvenlar lInableto paydebls as they malure or under any pravisian01 lhe Fedelll
Bankruptcy Cade; 131 the enlry of In)' judgm.nt apinst Iny O~iaorar Iny 01 Obliaw's property which remains
unsatisliedlorlifteen!lSJdlys;14Jfheissulnlof.nYllllChmenllevyar8llllishmentaaainstany properly 01
anyObligor;(SllheaccurrenceollnysubstlnlillchlnpinlhelinlncillconditiooalanyObligarwhich,inthe
so\e,lelSonlblegood Ililhjudamenlollenderismaterianyldvme; 161 Ihesaleolall or subs tanlilllYlllolth.
assels,orchanae in ownership, or Ihe dissolulion, liquldllion, meraer, consalid ltion or rearganilllion 01 Iny
oblilOrwhichislcorporltionorparlnership,wilhoutlheexpresspriorwrillenconsenloflender:l7Ithedealh,
inclrcerationarldjudicalionollegalincompetenceollnyObligorwhaislnalurllpelSOn;IBlillnyinlarmalian
~rsilnllurelurnished 10 lender by.ny OblilOr II Iny lime in connection wilh.ny 01 the liabililies, orin
conneclionwilhlny....rantyllfsurelyagreementIPpticablelolnyalth.liabililies.islalseorincarrectarl9l
the lailulI 01 Iny Obligor 10 limely fUlllish 10 lender such lin.ncial.nd alhe r inlormation as lender may
reasanablyrequesl or require.
LEHDEI'$llGHfSUPOlfDEfAUlT:Nalwithsllndinllny1hlnllotheconlmyconlainedhereinarelsewhere,
or the flcllhat Debtor may be rellUlred 10 make Principal.nd/or Interesl paymentslram lime 10 lime, ifthb
Nole is payable upon demlnd.lendel may demlnd paymen1 or In OUtstandinl Principal and Kcrued interest
allnylime,whetherornatlnEventofOellullshalhav.occurred.lnlnyevenl.uponl/leoccu"enceaIlny
Evenl of DelluK, Lender may do Iny Of III 01 the lolIowing:
IlllccelerllethematurilyalthisNal.anddemlndimmediJI.paymenlolalloutstandinI Principal Ind
IccruedinlereslOeblorllreeslopayintereslllthellleprovldedinthisNoteonlllsuchsumsunlillender
haslcluallyrec.ivedpaymenlin lullthereol,evenif lender has obtained judlmenlIlIinslOeblotlherelott.
12I pursulnltotheWI"lntaIAllorneycanllinedherein,conlessiudllllenlaaainstOebtor.orlnyof them.
131 exerciselender'srighlolsel.alllndlnollherilhls,privilqeslndllmediesolasecuredparlyunderth.
Pennsylvlnil UnllOfmCommercJal Code and III 01 its righls Ind remedies under Iny secUI ilylpeemenl,
pledIllIPeemenl,lssianmenl,marlllle,powtr,lhistioteoranyathernote,oratherllreemenl,lnslrumentar
documenl issued in connection wilh or arisinl oul oIlny allhe Uabilllies, IN 01 which remedies shall be
cumulalive Ind nol Itlernative. The nel proceeds 01 Iny coltaterll held by Lender IS security larin, a1lhe
lilbilitiesShlllbelppliecllirsllolheupenselollendelinprllllarlnllhecotlalellllorsale,seIHnlandthe~ke,
iIlcludintwilhoutUmilalian,reasanablelllorney'sfeeslndexpensesincllflldbylenderlincJudlnI lees Ind
elpensesollnylililltianincidenllolnyallhelaregoinll.lndsecand.insuchorder,lSlendermay,inilssole
discretion, elecl. 10 the camplelesltisllclian 01 III 01 the lilbilities Ioael herwilhlllinleresllhereon.Obliaar
waiveslnd releases any riehl to require lender to calleclIny of the liabilities 10 lendef from Iny ather
collaterlt under Iny theory 01 mlrshaNina 01 assels or atherwlse. Ind specifically 11IIhorU:es len dll10 IPP!Y
InycallltelllinwhichOblilOrhlslnyrighl,lilleOfinlerestagainstlnyallheObligar'sli.blliliestolenderin
Iny manner Ihal lendll mlydelermine,
14\UpanlivelS)dIYSWfillennaticelaDeblor,bealnlccrulnlinlerest,lnlddllionlotlMilnlertslprovidedlor
lbove,ilIMY.It I IIle001 10 elceedlour percenl14'llllper Innumon Iheunpaid Ptincipal ballnce; provided,
ha....ver.thllnoinlereslshlllaccruehereunderinelcessalthem..imumlmauntolinlertstlhenatlowedby
law. DebtOf IlIees 10 pay such Iccrued interesl upon demand.
WARRANT Of ATTORNEY: Debtor,andeachoflhemilmorelhanane,herebyirteYOClblyaulborizlSlnd
empawerslnyAllorneyoranyClerkollnycallrlolrecordpriatla,uponorlllerlheoccllfrenceollnyEvenlol
Delaull,asspeciliedabove,tolppearlorandCONfESSJUDGMENTII,insIOebtor~or'nyallhe~I'Jlarsuch
sums IS aredlle Ind/ormlybecameduean lhe liabililles, Ind/or (b) inln Y Iclloo 01 replcvinmslltuted by
lendertoablainpossessionalanycollalerllsecllrin,lhisNoleOfsecurinlInyoflheliabililies,ineilhercase
wilhorwilhouldet:llraliOll,wilhcoslsolsull,withoulslayolexecutionlndwlllllnlmauntnalloelceedlilleen
percenl 115%) al the unpaid principal Imounl 01 such judlmenl, blllnat less than One Thousand Oollars
ISI,OOO.OD),lddedlar allarney's calleclion lea. Deblor: lllwliveslher ilhtolinlluisllianoolnyrellestale
leviedon,vo,lunlarilycandernnslhe.same,lulharizesthe,Pralhanolary or Clerk to enler Uf)lNl the Wril 01
EIICulionsaldvolunlarycandemnatlonlndalreeslhalsaidrealestalemlybe,sold on I Writ 01 Exec.ullan;
l2llo the exlenl permllled by law, walVIS Ind releases all 'eliellrom alt IPPtflSemenl, slay. elemptlOn or
Ippeallawsallnystalenowinlorcearhereallerenacled; d jl} releases III errors in such proceedinp. III
copyolthlsNoIe,venl!edbYlflldavltbyoranbehallallendershallhlv.beenbledinsuchactioll,llshallnal
benecesslrylolilelheariginalNoleasaWanlnlotAnolney,TheaulhorilYlndpowerlolppearlorlndenler
ludemenlagamsl Deblar shall nal be exhlusled by Ih. IllIliallllerclSe Ihffeal, Ind Ihe same may be exercIsed,
Irom lime 10 lime, as oflen as lender shlU deem necessary.nd deslllble, and I his Nole shall bel sulhcll!nl
Wlrrlnllllerelore.lendermlyenler oneor morejudgmenlsinthesameardillerenlcounlies lor Illar parlal
theliabililies, wilhoul rqard to wllelher judgmenl hils been enlered an mare lh an one occlsion lor the same
lilbdltles,lnlheevenllnYludlmenlenleredlaainslOebtorheraunderlSSlrickenDropelleduponlpphclllon
byoron Deblor'sbehall for any reason whllsoeveI,lender is herebYlulhor izedand.mpoweredlalealll
appearlorlndConlessJudgmenlagllnslDebtararlnyollhem;subjecl,bowever, tolhetimll~llOI\lhalsuch
sllbsequenlenlfyorentnesolludgmentby lender mlY only bedarlelacu relnyerrorsinprrafproceedlnlS,
onlYlnd 10 the ulenl thai such errors Ire subjecl to cure in the Ialer proc eedinll.
/SEAL)
NamellfCorpllrallonorParlnersnlp
[SEAL)
By: Nameandlflle
ISEAIl
AlIest NameaMII\l.e
lCORPORATESEAlj
-1985 SANCONSUMER SERVICE, FNC.
LAST WILL AND TESTAMENT
Q!
LUELLA M. SMELTZER
I, LUELLA M. SMELTZER, of Shiremanstown, Cumberland County
Pennsylvania, being of sound mind, memory and understanding, do make and
publish this my Last Will and Testament, hereby revoking all Wills and
Codicils by me at any time heretofore made.
ITEM 1: I direct my Executor, hereinafter named, to pay the
expenses of my last illness and funeral expenses from the property
passing under this Will as an expense and cast of administering my
estate.
ITEM 2:
I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be payable by
my estate or by any recipient of any property, shall be paid by my
Executor out of the property passing under Items 4 & 5 of this Will, as
an expense and cost of administration of my estate. My Executor shall
ha~e no duty or obligation to obtain reimbursement for any such tax so
paid, even though on proceeds of insurance or other property not passing
under this Will. In the absolute discretion of my Executor, he may pay
such taxes immediately or may postpone the payment of taxes on future or
remainder interests until the time possession thereof accrues to the
beneficiaries.
ITEM 3: I give, devise and bequeath unto my granddaughter,
DAWN E. WESTHAFER, the sum of $5,000.00, if she survives ~e.
ITEM-4: I give, devise and bequeath unto my son, JAMES A.
SMELTZER, one-half of the rest, residue and remainder of my estate,
\
~ hI, _d-z.,/~,
- 1 -
real, personal and mixed, whatsoever nature and kind, and wheresoever
the same shall be at the time of my death. In the event my son pre-
deceases me with issue, his one-half of my estate shall pass to his
issue. If there is no issue, his one-half of my estate shall pass to my
daughter, CAROL~ L. KELLEY.
ITEM 5; I give, devise and bequeath unto my daughter, CAROLE
L. KELLEY, one-half of the rest, residue and remainder of my estate,
real, personal and mixed, whatsoever nature and kind, and wheresoever
the same shall be at the time of my death. In the event my daughter
predeceases me, her one-half of my estate shall pass to James A. Smeltzer,
as Trustee for bAWN E. WESTHAFER with the follow-ing powers:
a) To pay over to the guardian of my grandchild all of
the income and so much of the principal as he in his sole
discretion, deems necessary for the proper support, maintenance,
welfare, and education of my grandchild.
b) The Trustee shall distribute the Trust estate to
my grandchild at the time that she attains the age of 21
(twenty-one) years.
c) Neither the principal nor the income of the trust
estate shall be liable for the debts of any beneficiary
hereof, nor shall the same be subject to seizure or attach-
ment by any creditor of any beneficiary under any writ or
proceeding at law or in equity, and no beneficiary hereunder
shall have any power to sell, assign, transfer, encumber or in
any other manner to anticipate or dispose of the principal or
income in the trust estate proc~ed thereby.
,~(:'..... J;;, Au/.t~
- 2 -
ITEM 6:
The Trustee shall possess, among others, the fol1ow-
iug powers:
a) To vary or to retain investments, when deemed de-
sirable by the Trustee, and to invest in such bonds, stocks,
notes, real estate mortgages or securities or in such other
property, real or personal, as the Trustee shall deem wise,
without being restricted in so-called Illegal investmentsll.
and without being limited by any statute or rule of law
regarding investments by fiduciaries.
b) To sell, either at public or private sale and upon
such terms and conditions as the Trustee may deem advantageous
to the Trust, any or all real or personal estate or interests
therein owned by the Trust severally or in conjunction with
other persons, and to consummate said sale or sales by suffi-
cient deeds or other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all trust and
without obligation or liability of the purchaser or purchasers
to see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to
make, execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be necessary
or desirable in carrying out any of the powers conferred upon
the Trustee in this paragraph or elsewhere in this instrument.
c) To mortgage real estate, and to make leases of real
estate extending beyond the terms of the Trust hereunder.
d) To borrow money from any part, including the Trustees,
to pay indebtedness of the Trust, and taxes, and to assign and
pledge assets of the Trust therefor.
ot~ )llc kd:ft:
- 3 -
e) To pay all costs, taxes, expenses and charges in
connection with the administration of the Trust, including a
reasonable compensation to agents.
f) In the discretion of the Trustee, to unite with other
owners of simila~ property in carrying out any plans for the
reorganization of any corporation or company whose securities
form a part of the Trust.
g) To vote any shares of stock which form a part of the
Trust.
h) To assign to and hold in the Trust an undivided
portion of any asset.
i) To do all other acts in their judgment deemed necessary
or desirable for the proper and advant~geous management,
investment and distribution of the Trust.
ITEM 7: Any beneficiary who shall have died at the same time
as I, or in a common disaster with me, or under such circumstances that
it is difficult or impossible to determine who died first, shall be
deemed to have predeceased me.
ITEM 8: I hereby nominate, constitute and appoint my son,
JAMES A. SMELTZER, to be the Executor of this my Last Will and Testa-
ment. It is my desire that my Executor and my Trustee shall specifi-
cally be relieved from the duty or obligation of filing any bond or
bonds.
I~ ~ITNESS WHEREOF, I have set my hand and seal to this my
Last Will and Testament, consisting of this and 3 other typewritten
pages, this
day of
, 197&.
WITNESS:
,~ 0 e.. hI, .J.l1 xf! 5p<
(SEAL)
- 4 -
COMMONWEALTH OF PENNSYLVANIA I
I ss:
COUNTY OF I
We, L4Uel1a M. Smeltzer,
and
, The Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testatrix
signed the will as witness and that to the best of their knowledge the
Testatrix was, at that time, eighteen years of age or older, of sound
mind, and under no constraint or undue influence.
Lnh_ #/, ,k.l!y/
Subscribed, sworn to and
acknowledged before me, by
the Testatrix, and subscribed
and sworn to before me by
and
witnesses, this
day of
1977.
'*,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT,280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FRIEDMAN RICHARD ESQ
BOX 984
HARRISBURG, PA 17108
--------IQld
EST A TE INFORMATION: SSN: 206-10-8775
FILE NUMBER: 2103-1060
DECEDENT NAME: SMEL TZER LUELLA M
DATE OF PAYMENT: 01/18/2005
POSTMARK DATE: 01/14/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/25/2003
NO. CD 004852
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $216.66
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 19
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$216.66
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~
T~
Flli~ST CLASS MAIL
1111 JI'
FRIEDMAN & KINO, P.C.
ATTORNEYS AT LAW
800 N. SECO"-O S~
PENTHOUS Ii SUITE
P.O. Box 084
IIAHlHsBURG, PENNSYLVA~ IA 17108
TO:
CUMI3ERLJ\1\D COUNTY RUGISTER OF WILLS
CUM3ERl1>l'D COUNTY COiJRTHOIJSE
1 COJRIHOJSE SQUARE
CARLISLE, PA 17013-3387
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BUREAU OF INDIVIDUAL TAxES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP [03-05)
}:'1f.,Y 2-;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-09-2005
SMELTZER
11-25-2003
21 03-1060
CUMBERLAND
101
LUELLA
M
RICHARD &t~V;RYEDMAN E-'Q
FRIEDMAN & KING
PO BOX 984
HBG PA n08
A.ount R_l tt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credi to your account, s~it the upper portion of this for. with your tax paynent.
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS .....
................................ ...............................................................................
REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF SMELTZER UELLA M FILE NO.21 03-1060 ACN 101 DATE 05-09-2005
THIS STATEHENT IS PROVIDED TD A ISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOK
IS A SUHHARY OF THE PRINCIPAL TA DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-04-2005
PRINCIPAL TAX DUE: 30,666.66
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
02-18-2004
01-14-2005
04-25-2005
RECEIPT
NUMBER
CD003579
CD004852
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,526.32
2.25-
.00
AMOUNT PAID
29,000.00
216.66
74.07-
TOTAL TAX CREDIT
. IF PAID AFTER THIS DATE, SE REVERSE
SIDE FOR CALCULATION OF ADD TIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $ ,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED A A "CREDIT'. (CRl,
YOU HAY BE DUE A REFUND. SE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
TOTAL DUE
30,666.66
.00
.00
.00
BALANCE OF TAX DUE
INTEREST AND PEN.
~ '\,L
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NQI COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Luella M. Smeltzer
Date of Death: 11/25/03
Estate No.: 2003-01060
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 XX 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. I is yes, state the following:
(date)
A.
Did the personal representative file a final account with the court?
Yes No XX
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
Did the personal representative state an account informally to the parties in
interest? Yes XX No
Copies of receipts, releases. joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court an~may be attached
to thi, "port /[/
Signature /
Richard S. Friedman, Esquire
B.
c.
D.
Date:
9/12/05
C"J
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Name (Please type or print)
600 N. Second St., 5th Floor
Harrisburg, PA 1710l
Address
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(717) 236-8000
Telephone No.
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Capacity:
Personal Representative
CP
xx
Counsel for Personal Representative
fI..W.-58