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PETITION FOR PROBATE and GRANT OF LETTERS
Estate of S' iij..:'~ L. Nt:1:~~ No. a\- ~\ - S\l:l
also known as __1:" _ I Ai ~ ___::i-II To: . .
I Register of Wills for the
Deceased. County of C lJ WI ~ in the
Social Security No. ;; 0 9 - a g r" .e; 231 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 Ar1c.s
in the last will of the above decedent, dated ~ ~ L lif
and codicil(s) dated Y1 JY\.JL.-- I
named
, -. 2.0U (
(state relevant circnmstances, e.g. renunciation, death of executor. etc.)
h4
Decendent at death owned property with estimated values as follows: ~.2-.
(If domiciled in Pa.) All personal property $ ~ dOV
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in pennSYIVania~ ~' $
situated as follows: _ _ 0"7 L./~ ~ I ~ A:>O (J d 0
/I1,dr .... ?(_( ~ I?o~r' "'
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
tion c.t.a.; administration d.b.n.c.l.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ") sa
COUNTY OF Cu~t?aeoLAv./~ - J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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N 21 - 01 -', ~10.
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Estate of S h;r h.4 . L ~e s 4?/ rl( , Deceased'
a/k/a. S~RLEY NE'WMITH .
DECREE OF PROBATE AND GRAN;T'OF L'ETTERS
. .0:.
. " . .
AND NOW MA Y 30 ~ >Hl 2001',.ih' 'consideration of the petition 'on
(be reverse side hereof, ~atisfactory proof having been pr~~ented before me, ' .
IT IS DECREED ,that the instrument(s) dated A P R I L, 14' ~ J.2 0 01.
described therein be admitted to probate and' filed of record'as the last will of
SHIRLEY L NESMITH a/k/a SHIRLEY NESMITH
1t.~IAMENIARY
and Letters
are hereby granted to
ROD NESMITH and KIM MEeK
Lof~(!dt).,,~ J{l(~. ~,
U Register of Wills . U (/
MARY CLEWIS
RICHARD C RUPP
ATIORNEY (Sup. Ct. I.D. No.)
FEES
Probate, Letters, Etc. ......... $ 305.00
Short Certificates( ).......... $ 30.00
Renunciation ................ $
X-Pages $ 15.00
JCP ~.uu
TOTAL _ $ 1!:i!:i no
Filed .... ~~.X .09.,. .~ QQ) . . . . . . . . . . . . . . . . .
3'55 NORTH 21 ST STREET SU ITE 205
ADDRESS
CAMP HILL PA 17011
PHONE
r
MAILED LETTERS TO ATTORNEY ON 5-30-01
"":' '="'\ ~ r, ''='r.
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R,egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent liling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No,
-I~ r;"L
Local Registrar ~
Fee for this certificate, $2,00
p
7386633
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Date
HI 05. l4J Rev 2//17
COMMONWEALTH Of PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
TV PElPRINl
IN
PERMAIlENT
BLACK INK
AGE (La -"'Yl
UNDER 1 YEAR
- o.ya
SEX
STAlE FilE IOUMllEA
SOCIAL SECURITY NUMBfR
NAME Of DECEDENT IF.... _. Las,
a.
Female I. 209-
28 -
May 21, 2001
/IlRTHPlXE (CoIy and
3leIe 01 fa_ C""""YI
Perry County, PA
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Dauphin
DECEDeNT'S USUAL C/CCUAlIJ1ON
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DECEDENT'S IoWLING ADDRESS(Slr...~. SlaIe. ZtpCOdeI
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White
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q07. Wayne Drive
Mechanicsburg, Pa. 17055
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_ORMANT'S NAME (TypalPrinll
Frank R. Brownawell
DATE PRONOUNCED DEAO(MonIh. Day. Year,
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DUE 10(011 AS A CONSEOUE NCE Of)'
IolANHER 0# DEATH
DATE Of INJURY
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c:wp60lwillslShirley Nesmith
LAST WILL AND TESTAMENT
OF
SHIRLEY NESMITH
I, SHIRLEY NESMITH of Mechanicsburg, Cumberland County, Pennsylvania,
17055, being of sound and disposing mind and memory, do hereby make, publish and declare this
for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any
time heretofore made.
ITEM I -
I direct my Executors, hereinafter named, to pay all my just and lawful debts
and funeral expenses out of my personal estate as soon after my decease as is convenient.
ITEM II - I specifically give and bequeath my diamond and wedding band to my
granddaughter , HOLLY MECK.
ITEM III - I specifically give and bequeath my Family Ring and Birth stone to my
granddaughter, KATIE MECK.
ITEM IV - I specifically give and bequeath one of my late husband David's wedding
bands and class ring to my grandson, BEN MECK.
ITEM V -
I specifically give and bequeath my late husband David's other wedding
band and onyx ring to my grandson, MATTHEW NESMITH.
ITEM VI - I specifically give and bequeath all of the rest of my jewelry not otherwise
specifically given away hereinabove and my jewelry box to my granddaughters, KATIE MECK
and HOLLY MECK.
ITEM VII - I give, devise and bequeath all the rest, residue and remainder of my estate,
real and personal, and mixed, wherever situate, as follows:
Twenty-five percent (25%) to my daughter, KIM MECK, per
stirpes;
Twenty-five percent (25%) to my son, ROD NESMITH, per
stirpes;
2
Fifty percent (50%) to my TRUSTEES,
IN TRUST,
NEVERTHELESS, for my grandchildren, in accordance with my
TRUST PROVISIONS hereinbelow.
ITEM VIII -
TRUST FOR GRANDCHILDREN: I give, devise and bequeath the
above referenced fifty percent share of my rest, residue and remainder of my Estate, real, personal
and mixed in ITEM VII, to my Trustees, IN TRUST, for my grandchildren as follows:
I direct my Trustee, for the Trust of my grandchildren, to hold, invest, and reinvest the
rest, residue and remainder of my estate which is distributed into this Trust, and after paying all
the expenses necessary or incidental to the management of the Trust, to pay over or to apply such
part or parts of the income and/or principal as in my Trustees' sole discretion, may be necessary
or advisable for the maintenance, support, education, health and welfare, of my grandchildren,
as follows:
(a) Until my oldest grandchild reaches the age of eighteen (18)
years, the Trustees shall pay to or apply for the benefit of all of my
children, in monthly or other convenient
3
installments, so much of the net income, up to the whole thereof, as the Trustees
in their discretion deem advisable for their proper maintenance, support, health,
education and welfare. At the end of each year, the Trustees shall accumulate and
add the remaining net income to the principal. In the event that the income shall
be insufficient to provide my grandchildren with adequate maintenance, support,
health, education and welfare, the Trustees may invade the principal of this Trust
for these purposes.
(b) At the time my oldest grandchild attains the age of eighteen (18)
years, said trust shall be divided into equal separate trusts for each
respective child then living, each trust to be held and administered
as a separate trust for each of my grandchildren, then living.
(c) At the time each of my grandchildren attains the age of twenty-
five (25) years, all of the remaining balance of principal and interest
of said child I s respective Trust shall be then paid to him or her and
said child I s respective Trust shall terminate.
4
(e) After each of my grandchildren attains the age of twenty-two
(22) years, each child shall receive the net income from his or her
respective Trust, at least quarter annually. The Trustee shall
continue to have sole discretion with respect to the application of
principal for each grandchild's maintenance, support, education, health and
welfare.
(f) If one of my grandchildren should predecease me or die
during the term of his or her TRUST, then I give, devise and
bequeath said deceased grandchild's share of the rest, residue and
remainder of my Estate or the remaining balance of principal and
interest in his or her respective TRUST to my Trustee, IN TRUST,
for the benefit of my remaining grandchildren then living, to be
held and administered in accordance with the provisions of This
Will and Trust.
5
ITEM IX - I nominate and appoint my children, ROD NESMITH AND KIM
MEeK, or the survivor of them, be to be the Executors of this, my Last Will and Testament
AND Trustees of any Trust or Trusts established herein.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this /,1 day of
~
, 2001.
~~' i'J/l c~
_ '" _~d/n~____(SEAL)
S IRLEY SMITH
Witnesses:
/~
.~~C ~--.) residingat III'J' c: /Y'r~~;4odYl(~.;tJ4"
, , ' / ~\S-
~ ,o/~ residing at t;'Or/;~~'itJ4/ldik~t#l.)~fl
6
21 - 01 - 510
REGISTER OF WILLS OF l(/ vw ~........a.. COUNTY
OATH OF SUBSCRIBING WITNESS
~1t.E.~ :T
~~Sw-\lTH
eoliiiil
>(i!fadJ.) a subscribing witness to the will presented herewith, )(~m being duly qualified according to
law, depose(s) and say(s) that S ""'--~ L....\A's present and saw
Sh \R\.~ Ne.Q\'~.'HTIo1
the testate:>>&. , sign the same and that f)L.. signed as a witness at the
request of testat~ in h eJl presence and (in the presence of each other) (in the presence of the
:~:::::S:i::::::n::::~scribed before / / ~~
/~~
me this 29TH day of ame)
/j/g> E. ,L/.s6tchU Aad h1~. /l4
/ /()~-
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
"
"
~'"
"'" .-//',
(each) a subscriber hereto, (each) "Qeing duly qualified according tq..Aa'w:'depose(s) and say(s) that
---
familiar with the signatur~/of'/
. // codicil
testat_ of (one of the sUbscribing",\\,itn~~ses-t'o) the will presented herewith and
/'.... codicil
that ,"uelieves.tpe signature on the will is in the handwriting of
"
/'/
,/
",
''"'
"'""
,.,,~
"
to the best of
.)dl~wledge and belief.
_",r'
Sworn to or affirme
me this
(Name)
/
./
(Address)
Register
(Name)
(Address)
21 - 01 - 510
REGISTER OF WILLS OF CUMBERI ANn COUNTY
OATH OF SUBSCRIBING WITNESS
Th\lLd fl\~
codicil
X~~<<) a subscribing witness to the will presented herewith, i>>~bO being duly qualified according to
law, depose(s) and say(s) that he... WAS present and saw
SHIRLEY NESMITH a/k/a SHIRLEY L NESMITH
the testatc:al'l.. , sign the same and that he! signed as a witness at the
request of testat~ in h .It presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 29TH day of
~ 2 1
~~~
(Nam ) ., j(j .a:l )7(VCi
~41aAr"'() ot.{.()Lt./. ~~(f,/lC($-;I"1'T VI /.
(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
familiar ,with the signature of
codicil
testat_ of (one of the subscribing wlt~sses to) the will presented herewith and
" codicil
that believes the'sjgnature on the will is in the handwriting of
to the best of
knowledge and belief.
"
"',
Sworn to or affirmed and subscribed before
me this day of
19_
~
(~
"
'.
-,,/
(Address)
Register
(Name)
(Address)
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
RUPP RICHARD C
POBOX 395
355 NORTH 21 ST ST SUITE 205
CAMP Hill, PA 17011
n_nn_ fold
ESTATE INFORMATION: SSN: 209-28-9239
FILE NUMBER: 21 - 2001 - 051 0
DECEDENT NAME: NESMITH SHIRLEY
DA TE OF PAYMENT: 08/21/2001
POSTMARK DATE: 08/20/2001
COUNTY: CUMBERLAND
DATE OF DEATH: OS/21/2001
NO. CD 000176
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $15,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROD NESMITH
C/O RICHARD RUPP ESQUIRE
CHECK# 096
SEAL
INITIALS: VZ
RECEIVED BY:
$15,000.00
MARY C. lEWIS
REGISTER OF WillS
REGISTER OF WILLS
"\
E-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Shirley L. Nesmith
Date of Death: May 21
, 2001
will No.
Admin. No. 21-01-0510
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 August 20, 2001:
Name
Address
Rod Nesmith, 1118 E. Lisburn Road, Mechanicsburq, PA 17055
Rod Nesmith, Trustee, 1118 E. Lisburn Road, Mechanicsburq, PA 17055
Rod Nesmtih, natural quardian for Matthew Nesmith, 1118 E. Lisburn Road,
Mechanicsburq, PA 17055
Kim Meek, 440 Cabin Hollow Road, Dillsburq, PA 17019
Kim Meek, Trustee, 440 Cabin Hollow Road, Dillsburq, PA 17019
Kim Meek, natural quardian for Ben Meek, 440 Cabin Hollow Road, Dillsburq, PA
17019
Kim Meek, natural quardian for Holly Meek, 440 Cabin Hollow Road, Dillsburq,
PA 17019
Kim Meek, natural quardian for Katie Meek, 440 Cabin Hollow Road, Dillsburq,
PA 17019
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except None
Ri hard C. Rupp, Esquire
355 N. 21st St., Suite 205
Camp Hill, PA 17011
Telephone (717) 761-3459
Date: August 20, 2001
Name
Address
Capacity:
x
Personal Representative
Counsel for Personal
Representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
w DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLOMANCE OR DISALLOMANCE
OF DEDUCTION5, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02)
'U,2
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7
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
07-22-2002
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137848
SHIRLEY
L
KIMBERLY A MECK
410 CABIN HOLLOW RD
DI LLSBURG PA""170 19
Ct
Amount Remitted
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-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
TAX RETURN WAS:
S.S/D.C. NO. 209-28-9239
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01137848
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-05
TYPE OF ACCOUNT:
DATE ESTABLISHED
{X> SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
07-14-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
81,108.75
0.166
13,518.40
.00
13,518.40
.45
608.33
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-30-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 608.33
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.86
TOTAL DUE 624.19
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~/'{,"- ~ -~-3 - ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
. DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DEDUCTION5, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02)
'U~
L.LJ ~
iJ
.. ~ 1"..'
.'U
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
07-22-2002
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137847
SHIRLEY
L
RODNEY L NESMITH
1118 E LISBURN RD
MECHANICSBURG PA 17055
Cl
Amount Remitted
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 ~
RE-Y=is4-i-EX--AFP--coi-:02J------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
TAX RETURN WAS:
S.S/D.C. NO. 209-28-9239
ex) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01137847
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-11
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS (X> CHECKING ( ) TRUST ( ) TIME CERTIFICATE
07-14-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
2,415.89
0.166
402.66
.00
402.66
.45
18.12
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-30-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 18.12
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .47
TOTAL DUE 18.59
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }
\'/0- ~~ - ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
. DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DEDUCTION5, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02)
'U2
:i(J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
07-22-2002
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137849
SHIRLEY
L
RODNEY L NESMITH
1118 E LISBURN RD \,J
MECHANICSBURG PA(\7:055
Amount Remitted
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-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
TAX RETURN WAS:
S.S/D.C. NO. 209-28-9239
ex) ACCEPTED AS FILED e) CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01137849
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-05
TYPE OF ACCOUNT:
DATE ESTABLISHED
e)() SAVINGS e ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
07-14-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
81,108.75
0.166
13,518.40
.00
13,518.40
.45
608.33
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-30-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 608.33
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 15.86
TOTAL DUE 624.19
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
\'/6.-~33-~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
, DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DEDUCTION5, AND ASSESS"ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02>
.O?
23
b
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
07-22-2002
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137846
SHIRLEY
L
KIMBERLY A MECK
410 CABIN HOLLOW RD
DI LLSBURG PA 1 V.O 19
(':\
Amount Remitted
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-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
TAX RETURN WAS:
S.S/D.C. NO. 209-28-9239
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01137846
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-11
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ()() CHECKING ( ) TRUST ( ) TIME CERTIFICATE
07-14-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
2,415.89
0.166
402.66
.00
402.66
.45
18.12
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-30-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 18.12
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .47
TOTAL DUE 18.59
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~ /6- c:J3-$ -~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLOHANCE OR DISALLOHANCE
OF DEDUCTION5, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (01-02)
.0.2
Z3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
;3 COUNTY
SSN/DC
ACN
07-22-2002
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137851
SHIRLEY
L
RODNEY L NESMITH
1118 E LISBURN RD
MECHANICSBURG PA 11-055
(~:' t ;
Amount Remitted
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-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
TAX RETURN WAS:
S.S/D.C. NO. 209-28-9239
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01137851
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-40
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE
07-14-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
14,068.22
0.166
2,344.75
.00
2,344.75
.45
105.51
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-30-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 105.51
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.75
TOTAL DUE 108.26
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
\, /b -r.233 - ~/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
v DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEKENTL ALLONANCE OR DISALLONANCE
OF DEDUCTION5, AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1S48 EX AFP (01-02)
'DZ
.- " .")
i...)
":\ 8
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
07-22-2002
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137850
SHIRLEY
L
KIMBERLY A MECK
410 CABIN HOLLOW RD
DILLSBURG PA tt019
C~ \.
Amount Remitted
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-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 07-22-2002
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
TAX RETURN WAS:
S.S/D.C. NO. 209-28-9239
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01137850
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-40
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE
07-14-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
14,068.22
0.166
2,344.75
.00
2,344.75
.45
105.51
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-30-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 105.51
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.75
TOTAL DUE 108.26
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. *
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
STATUS REPORT UNDER RULE 6.12
v
C;
O~
A:\6.12F
..
Name of Decedent: SHIRLEY NESMITH
Date of Death: May 21, 2001
Will No.:
2001-00510
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to
completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal representative reasonably believes the administration
will be complete: May 14, 2003
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 No X
b. The separate Orphans' Court No. (if any) for the personal representative is:
c. Did the personal representative state an account informally to the parties in interest?
Yes No X
d. Copies of receipts, releases, joinders and approvals of form or informal accounts may be filed
with the Clerk of the Orphans' Court and ma IS repo .
Previously filed on
Date: 4/15/03
Name (Please type or print)
355 N 21 st St., Ste. 205, Camp Hill, P A 17011
Address
717-761-3459
Telephone Number
Capacity:
Personal Representative
x
Counsel for personal representative
-
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/09/2003
NESMITH ROD
1118 EAST LISBURN ROAD
MECHANICSBURG, PA 17055
RE: Estate of NESMITH SHIRLEY
File Number: 2001-00510
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 5/21/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
/File
Counsel
Judge
\
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date:
4/15/2005
MECK KIM
410 CABIN HOLLOW RD
DILLSBURG, PA 17019
RE: Estate of NESMITH SHIRLEY
File Number: 2001-00510
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/21/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~&U~
-./
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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INVENTORY
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FORM 16 REG.
WILLS
of all real and personal estate of
GO"=t
t{)#~ A/(<,n
deceased, late of
who died
(Borough or Township)
O~(1l.1 / O(
(date of death)
ot
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PERSONAL ESTATE SCHEDULE
1989 Ford 150 Truck
1981 Honda 405 Motorcycle
Pennsy Supply 401 (k) Retirement
Pennsy Supply Profit Sharing Plan
1970 Honda 175 Motorcycle
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Copyright 2000 David James Thorpe, Esq.
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AFFIDAVIT OF EXECUTOR OR ADMINISTRATOR
Commonwealth 0/ PenMy/uania
County of Cumberland
}
55:
Personally before me,the undersigned authority, a
and State, appeared
to law, deposes and says that he is the executor or administrator of the estate of
, deceased, that the foregoing schedules constitute a complete inventory
in and for said County
who, being duly sworn according
and appraisement of the real and personal estate of
deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures opposite each item of real and
personal estate in the foregoing schedules are determined ~ by the un~n ~~ be fair value of said Kerns as
of the date of the decedent's death. 'C ~
Sworn and subscribed before me ~ ~
this
day of
}
EXECUTOR-ADMINISTRATOR
ADDITIONAL INSTRUCTIONS
1. The inventory shall be filed no later than the date the account is filed or the due date, including any extension, for the
filing of the Inheritance Tax Return (9 months from the date of death) whichever comes first.
2. A Supplemental inventory must be filed within thirty days of discovery of additional assets.
3. An original and two copies must be filed.
4. Additional sheets may be attached as to personalty or realty.
5. See Section 3301 et seq. Of the Probate Estates and Fiduciaries Code of 1972, as amended.
6. The inventory must be typed.
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Copyright 2000 David James Thorpe, Esq.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: Sh/r Ie '1 Nes/IJ/..j),
Date ofDeath: ~1 t::t Y .;( I / ~ 0 0 /
Estate No.: :<.. 0 0 / - CJ 0 s;- / 0
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes~ No 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 persOljkl~resentative file a fmal account with the Court?
Yes 0 No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest?Ye~ No 0
c. Copies of receipts, releases, joinders and a
accounts may be filed with the Cler e
attached to this report.
R~te: 'f/:J7/tJ.J
Si e
'R,'d,a."e( C R",p fJ~
Name
.3 .s-.s- /1/ ~ I .s:f ~ -/.} S"'" -4 0U;.i&-
CC4rnp It ,'II/piA 170 /J
Address
'} / J - 7 t. / - 3 ~ ,5-9
Telephone No.
Capacity: 0 Personal Representative
1&1. Counsel for personal representative
c?f
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
:::::::::.::::::::::::~~:~::~:::~N~~::::::::::::::::::::::1
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~L
(,..&"0
NUMBER
COUNTY CODE
I-
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W
Cl
W
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W
Cl
SOCIAL SECURITY NUMBER
~Q~~II(.9~a~
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
,"~MJm~"
DATE OF DEATH DATE OF BIRTH
5/21/01 12/13/1938
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Gl
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Glo.u
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)( 1. Original Return
2. Supplemental Return
3. Remainder Return (date of deeth prior to 12-
13-82)
6. Decedent Died Testate (Attach copy of Will)
5. Federal Estate Tax Return Required
4a. Future Interest Comprise (date 01 death after 12.12-82)
4. Limited Estate
7. Decedent Maintained a Living Trust (AlIach a copy of Trust) 8. Total Number of Safe Deposit Boxes
10. Spousal Poverty Credit (date 01 death between 12-31.91 and 1.1.95) 0 ~I~~n to tax under Sec. 9113(A)
THIS SECnON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
~c,hard, q.R,~Pk![;~!li~ 355 N. 2111 St., Ste. 205
FIRM NAME (If Applicable) Camp Hill, PA 17011
Rupp and Mei/de
TELEPHONE NUMBER
717-761-~~~
9. Litigation Proceeds Received
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1. Real Estate (Schedule A)
(1 )
(2)
(3)
(4)
(5)
(6)
$100,500.00
OFFICIAL USE ONLY
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$85,679.81
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2. Stocks and Bonds (Schedule B)
$0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship
$0.00
4. Mortgages & Notes Receivable (Schedule D)
$11,220.42
$34,126.58
5. Cash, Bank Deposits & Misc. Personal Property (Schedule E)
6, Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Misc. Non-Probate Property
(Schedule G or L)
$134,869.20
(7)
8. Total Gross Assets (total Lines 1-7)
(8)
(9) $14,161.00
(10) $5,522.82
$366,396.01
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11) !!i19 6R3 R2
12. Net Value of Estate (Line 8 minus Line 11)
(12) $346,712.19
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(13)
!!iOOO
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
$346,712.19
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (aX1.2)
$0.00
(15)
(16)
(17)
(18)
(19)
x
z
o
i=
~~
1-:1
11.
:::i:
o
()
$15,602.05
$346;:n2'1e
.045
16. Amount of line 14 taxable at lineal rate
x
$0.00
.12
17. Amount of line 14 taxable at sibling rate
x
18. Amount of line 14 taxable at collateral rate
x
.15
!!iOOO
19. Tax Due
20. G2f
$15,602.05
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
~n~s# ~~J*<~~~~~;{ ~}~il:~~:t:~ "__~~~~~1~~( _-L~~ 'J~~: =l{~ i~: .' :~~)l ~ ' 1:' I ~~, 0 ~ ~"=~_!~~1~~,,"i; ~~~~ ~~~~ :;(~~ ~
Copyright 2000 David James Thorpe, Esq.
Decedent's Complete Address:
STREIiT ADDRESS
607 Wayne Drive
Mecha~icsburg
I STATE
IPA
\ZIP
17055
Total Interest/Penalty (D + E) (3)
If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
$15,000.00
$750.00
Total Credits (A + 8 + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
4.
5.
(1 )
$15,602.05
(2)
$15,750.00
$0.00
$147.95
1.
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
2.
Did decedent make a transfer and:
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;
c. retain a revisionary interest; or
d. receive the promise for life of either payments, benefits or care?
If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent own an individual retirement account, annuity, or other non-probate property?
3.
4.
Yes
~
No
~
6a
~
VE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SIGNA T
ADDRESS
355 N. 210t Street, Suite 205 Camp Hill, Pa 17011
DATE
J J I zDt!)(p
DATE
II
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 .5. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116
(a) (1.1) (ii)]. The statute does no exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax
return are still applicable even 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 P .5. ~9116(a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. ~9116(1.2) [72
P.S. ~9116(a) (1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P .S. 99116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright 2000 David James Thorpe, Esq.
,
c:wp60\wil/s \Shirley Nesmith
LAST WILL AND TESTAMENT
OF
SHIRLEY NESMITH
I, SHIRLEY NESMITH of Mechanicsburg, Cumberland County, PenilSylvania,
17055, being of sound and disposing mind and memory, do hereby make, publish and declare this
for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any
time heretofore made.
ITEM I -
I direct my Executors, hereinafter named, to pay all my just and lawful debts
and funeral expenses out of my personal estate as soon after my decease as is convenient.
ITEM n - I specifically give and bequeath my diamond and wedding band to my
granddaughter, HOLLY MECK.
ITEM ill - I specifically give and bequeath my Family Ring and Birth stone to my
granddaughter, KATIE MEeK.
ITEM IV - I specifically give and bequeath one of my late husband David's wedding
bands and class ring to my grandson, BEN MECK.
.
ITEM V - I specifically give and bequeath my late husband David's other wedding
band and onyx ring to my grandson, MATTHEW NESMITH.
ITEM VI - I specifically give and ~queath all of the rest of my jewelry not otherwise
sPecifically given away hereinabove and my jewelry bo~ to my granddaughters, KATIE MECK
and HOLLY MEeK.
ITEM vn - I give, devise and bequeath all the rest, residue and remainder of my estate,
real and personal, and mixed, wherever situate, as follows:
Twenty-five percent (25 %) to my daughter, KIM MECK, per
stirpes;
Twenty-five percent (25 %) to my son, ROD NESMITH, per
~tirpes;
2
Fifty percent (50%) to my TRUSTEES, IN TRUST,
NEVERTHELESS, for my grandchildren, in accordance with my
TRUST PROVISIONS hereinbelow.
ITEM vm -
TRUST FOR GRANDCHILDREN: I give, devise and bequeath the
above referenced fifty percent share of my rest, residue and remainder of my Estate, real, personal
and mixed in ITEM VII, to my Trustees, IN TRUST, for my grandchildren as follows:
I direct my Trustee, for the Trust of my grandchildren, to hold, invest, and reinvest the
rest, residue and remainder of my estate which is distributed into this Trust, and after paying all
the expenses necessary or incidental to the management of the Trust, to pay over or to apply such
part or parts of the income and/or principal as in my Trustees' sole discretion, may be necessary
or advisable for the maintenance, support, education, health and welfare, of my grandchildren,
as follows:
(a) Until my oldest grandchild reaches the age of eighteen (18)
years, the Trustees shall pay to or apply for the benefit of all of my
children, in monthly or other convenient
3
installments, so much of the net income, up to the whole thereof, as the Trustees
in their discretion deem advisable for their proper maintenance, support, health,
education and welfare. At the end of each year, the Trustees shall accumulate and
add the remaining net income to the principal. In the event that the incom~ shall
be insufficient to provide my grandchildren with adequate maintenance, support,
health, education and welfare, the Trustees may invade the principal of this Trust
for these purposes.
(b) At the time my oldest grandchild attains the age of eighteen (18)
years, said trust shall be divided into equal separate trusts for each
reSPeCtive child then living, each trust to be held and administered
as a separate trust for each of my grandchildren, then living.
(c) At the time each of my grandchildren attains the age of twenty-
five (25) years, all of the remaining balance of principal and interest
of said child's respective Trust shall be then paid to him or her and
said child's respective Trust shall terminate.
4
(e) After each of my grandchildren attains the age of twenty-two
(22) years, each child shall receive the net income from his or her
respective Trust, at least quarter annually. The Trustee shall
continue to have sole discretion with respect to the application of
principal for each grandchild's maintenance, support, education, health and
welfare.
(f) If one of my grandchildren should predecease me or die
. during the term of his or her TRUST, then I give, devise and
bequeath said deceased grandchild's share of the rest, residue and
remainder of my Estate or the remaining balance of principal and
interest in his or her respective TRUST to my Trustee, IN TRUST,
for the benefit of my remaining grandchildren then living, to be
held and administered in accordance with the provisions of This
Will and Trust.
5
-'
ITEM IX - I nominate and appoint my children, ROD NESMITH AND KIM
MEeK, or the survivor of them, be to be the Executors of this, my Last Will and Testament
AND Trustees of any Trust or Trusts established herein.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this / fL day of
~
(.
, 200 1.
A' p/) ~
_ _ _ ,.~ //L.J47-t- __' _
SHIRLEY SMITH
(SEAL)
Witnesses:
,'f'4 tC 7/tf4JJI-&/-'; residing at 1// 'g C. ~'r6 ~;4a-dIo/~-, ;d4,
'/ //V\S-
e::~ ff~ residing at 't/OflMw~,tce.4~a~i$.Of1
6
COMMONWEALTH OF PENNSYLVANIA
INI..eRITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF Shirley L. Ne13mith FILE NUMBER
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is
jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
$100,500
607 Wayne Drive, Mechanicsburg, PA 17055
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$100,500.00
Copyright 2000 David James Thorpe, Esq.
A. V,S. OEPARTMENT OF HOUSING Bl\d URBAN O~vELOPM!:Nl OMS No. 2S0~.02S5
SETTLEMENT STATEMENT llll.EPRO
I.aM/Prtnt
CORNERSTONE
LAND TRANSFER, INC. a, TYPE OF LOAN
4705 East Trindle Road 1.[ 1 FHA ~, [ I FMHA 3'+) eoNY. uNINS.
Mechanlcsburg, PA 17050 4.I)VA 6. [ J CONV, INS.
11. FIL!; NUMBER: I 7, L.OAN NUMBER:
Phone: (717) 730-9664 Fex: (717) 730-9665 20254
,) unDT '''IC:! ,..^<le 1<11"l.
I I'" ",,",",. "...... ............ ........
C. NOT~: This form Is furnished 10 glva you a statimenl 01 actulll sottlcmlJnl ccsls. AmQUnt6 paid to and by tho settlement agenl are sho'Nfl, Ilems marked
.(p.o.c.). \\Iere paid oulslde the closing: thay are shown here lor informational purposes and are nOT inc:luc:lad in tho totals.
'0. NA~e Al\IJ ADDRESS OF BORROWER: E. NAME AND ADDRESS o~ seLLEFI: F, NAME AND ADCFIESS OF LENDER:
Rodney I". Nesmith Estate of Shirley Nesmith Waypoint Sank
Karen I. Nesmith
101 South George St.
York, PA 17401
G. PAOPliiR'N LOCATION: ~. SETTLEMENT AGENT~ I. SETTLEMeNT DATE:
Mec:hanicsburg, PA 17055.
607 Wayne Drive CORNERS TOm:: I..ANO TRANSFER, INC. 05/14/02
Upper Allen Township PLACE OF SETTLEMENT:
Cumberland County 4705 E. Trindle Rd., Meehanicsburg, PA
1
J. SUMMARY M BORROWEA'S TRANSACTION: K, SUMMARY OF SELLER"! TRANSACTION:
100. GROSS AMOUl'fT DUE FROM BORROWER 400. GROSS AMOUNT CUE TO 8!I.I.1!A
101. Contrllct snlcs oriee 93000.00 101.Contracl sales criC9 93000.00
tO~, p$r$onal proportv .o,.pgrsonal proQortv
103. Settlement CharQ8S to borrower Cline 140m 3273.66 4Q3,
101. 10<1.
10&. 1~.
Adjustments lor Items Dllid- bv seller In advance Adiuslmtmlt 'elr Itema Daid bv GOllor in advance
lOG, Cily/T"l;Iwn l8lI: to 401l.Cilvliawn lax to
10', Coun1Vll1X 05/14/02101:2/31/02 153.74 401,CQunty lax 05/14/02\012/31/02 153.74
108. As~oscmr:ntG 10 1I08.Ascoscmonul to
109. OCIIOOL 05/14/0210 06730702 136.22 4C.. !lCliOOJ.. 05/147021006/30/02 136.22
110. to -410. to
111. "".
11~. 412.
I 120. GROSS AMOUNT DI,JI; FROM BORROWER 96563.84 "2D. GROSS AMOUNT DUE TO SE1.UiA 93289.96
:JOD. AMOUNTS PAID IV OR IN II~HAU= OF BOIUtOWER IICO.RIiOUCTlONS IN AMQUNT DUETO SELLEfl
201. Decosil or oamosl monov tiOl.E)(coss dcposil1see instrugtjr;)I'Js}
zaz. PrlnclClal amount of new loan(s} 60000.00 ~.S(jnl(lOlE'lnl enaraec to 101lDr rllne 1400) 10.00
a1G. Exietina loan's) taken $ubiect 10 ~.ExI.Una IOM(S) laken Sl.JblQct to
:rod 1 ti04.Poyoff c~ ~jrst Mortgage Loan
2OG. IiOG,Payofl ctf Second Mortgago Loan
2mi. :5OlS.
'07. {iC7.
:IDS. !lOB.
209 &l9.
Adiu~lmonts for itoms unoaid bv seller Adiustmonts for itomB unpaid by seller
210. CltvrrQWl1I(\)C ID bl0.Cltv/T"C1wn t.'ll< to
1111. Counl\i kilt to ' St1.county~ to
",;'>>. A8Ie.amenJ.& to li1 ;:l.A&1088manla to
4113. SOIOOL 10 513. SCHOOL 10
~t4. blot.
21~. I
b1b
216. ~11l
217. lil,.
.:118. [,tR.
~19. 619.
2'-0. TaTAL PAID BYIFOR BORROWER 60000.00 5:20. TOrAl. REDUCTION AMOUNT Due saLER 10.00
30a. CASH AT SeTTLEMENT FROM OR TO BORROWER /laD. CASH AT SETTLEMENT TO OR IIROM seu.ePt
:lD1. Gress amount due from borr<1W$r7Iine '20) Sl5S63.S4 GOI,Grou amount due 10 sellBr (Iin; 420) SJ3:i!SSl.S-6
:102. ~ amount paid bvtfor borrower (Iino 220) 60000.00 li02.LeSB reduelion amount dU& .ener (line 5:20) 10.00
:103. CASH ([X FROM) ([ 1 TO) BORROWlR 36563.84 803. CASH ([ XTO) ([ ] flROM) SELLER 9~279.96
ByYor or Borrowor's Slgnaturo
S<:1~t Slgnatur()
HU0-1 R..... G/8G
800/~00'd
9996 08L LLL(X~d)
_ .._----.i
j~~suejl puel ~UO+S~~U~08
08:90 (3nl)~00~-vl-^~W
Ileallon Fee 10
Bank
Sank
Bank
Bank
.$ Ida
Bank
Sank
425.00
81. 00
14.00i
290.00
16.00
100.00
225.00
27.33 Imo.
Imo.
Imo.
20.24 Imo.
Imo.
88.16 Imo.
Imo,
/mo.
109.:32
101.20
1057.92
-346.31
10
to
to
to
to
~~Ol' 1103
POC
6.00
CCRtmR.STONB LAND
1102 1103 1104 100 300 81
60 000
93 000
Fide11t National Title
CORNERSTONE LAND TRANS FE
CORNERSTONE LAND TRANSFE
4.00
Misc. $
6~.00
of Deeds
14.00
3273.88
10.00
i>anlN.gfM ~hlllllQ li8t1ilily ilIi1uUlllud by SlltIemenl AglnllDr 1M !Il;1:1""CY .., i,Il.W",,,llolllumlwtl by alhlrt flll "ho"," on U'I> Hue., senlemlnl 9181llmllnl. Scllklmolll Agenl h.rlllY ..preN;!y
,.....1\1.. in. rtahllO d'llt'lil ""Y ""'''lItll. colaatal!! IUf rJlllbutMllllnlln In Inlor"" tHlllrin; :IceDI",1 itl ;r. r"ildwl&llV In"u,~ In,'It'Hin~ IInd 10 eradit ..ny 1111.,.1t 10 Illlnnd 10 ~ll IIW11I1CGIlUlU .. ealllllonal
Garnl'onaatlon IIlI' nl Mrvlcn In Ihils 1 r8l3llot inn ,
HUg CIiiRnfllCATION OF IUVERS AND SELLERS
I haw carofully relJlewod the '-IUD. 1 St:Weml;!nl Statamant Bnd to the boet of my knowlQdSQ IInd balier, it Ii ~ truo ~"d aceurato ltalenw'llof :all receIPts and dlaburtOmonls
mado on my Il;ccunt by melh this tr~nstlctlon, I furthl;!Y Qortify thall have rGCalved a copy of tho HUD. I SeUlem.nl StDtolT1<ll'll.
Ouyar a, 00_,\0 GillllIII~r.
Ila.,..rs "clcI",,~ l PIonn'"
Elnlnr'!: SignlllUrd
Sllera New "CUlrll~ ,. PIlonc:
rne HUl).l Set'",",""1 l;lalllllllllll wllk;Ii 11101'111 PI.plreelle. lr\Il Ind I<:Curllln ~<;..n"''' al U,;,; Ir.."....clIlOlI. I have eeulld Dr 11\1111 ~ll"" the !uncl. ht Ilu cllllClII'NG In Icoomane:ll wi., U,i11I1lIlIIlIl',1I11.
Salllllmllnl ^OQAI Dale
WARNING.: It i!;1I cri'll!: 10 kngw1ni:lIV mike talN 8l8tlm.n,,, III Ilia 1,Ir/IIC!d S!;lllls allltll. or any smUllf Iorm. Pe nail iolJ 'l;lltn """"i.:IIOO can lIICludl a tine Ind iIr1"r....nm.nt. ",,' *IIlII_
III. 111: 1,I.l;, Cada :acet,un 10C111lnd Sotello" to 10. HI,ll).1 Rend;JIB
800/800'd
9996 08L LLL(X~~)
J~~sue~l puel auo+8J~UJ08
L8:90 (3nl)l00l-vl-^~~
~3000.00
Total:
OMB No. 2502.0265
fl.g. 2
u.s. DI:PARTMENT D~ HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
L SET1LEMENT CHARGeS :2 0254
TOTAL IlAL&8IBROICIR"8 COMMI8810N ulOd on 1"Icc'
Oivicia"l Of Commiss:ion (Iino 700) ac follows:
701. S 10
10 . $ to
1 CommiGcion nid at Sottlomcnt
7G4.
800. ITBIS PAYABLE IN CONNECTION WITH LOAN
601. loan Orl lnallon Fee ~
802. Loon Discount 'J\.
SI!lJ,.ER'S
IIUNDS AT
~~~~~~~;~
Wa oint Bank
75.00
COMMONWEALTH OF PENNSYLVANIA
INHIiRITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF Shirley L. Nesmith
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
1. U S Savings Bonds - See Attachment
FILE NUMBER
VALUE AT DATE
OF DEATH
$85,679.81
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$85,679.81
Copyright 2000 David James Thorpe, Esq.
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
David H. or Shirley L. Nesmith: US Savings Bonds
8178
8178
8/78
8/78
8/78
8/78
8/78
8/78
8/78
8178
8/78
9/78
9/78
9/78
9/78
9/78
9/78
10178
10/78
10/78
10/78
10/78
11/78
11/78
11/78
11/78
11/78
11/78
11/78
12/78
12/78
12/78
12/78
12/78
12/78
1/79
1/79
1/79
1/79
1n9
1/79
1n9
2179
2179
2179
C2075825456E
C2075825457E
C2075825458E
C2075825459E
C2075825460E
C2075825461E
C2075825462E
C2075825463E
Q6262851699E
Q6274855657E
Q62748556nE
C2070537491E
C2070537495E
Q6262851769E
Q6262851840E
Q6275916441E
Q6275916461E
C2075845574E
C2075845582E
Q6262851933E
Q6275916472E
06275916485E
C2072338966E
C2075825499E
C2075825500E
Q6275866058E
06275866059E
06275866125E
06275915300E
C2072338978E
C2075845656E
Q6275866136E
06300447227E
06309124123E
06309124619E
C2072344487E
C2078015609E
C2078015610E
C2080020902E
C2080020903E
L2146884627E
06309124699E
C2057689875E
C2080020917E
C208oo20918E
Total Number of Bonds = 559
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
David H. or Shirley L Nesmith: US Savings Bonds
2179
2179
2179
3/79
3/79
3179
3/79
3/79
4179
4179
4179
4179
4179
5/79
5/79
5/79
5/79
5/79
5/79
6/79
6/79
6/79
6/79
6/79
7179
7179
7179
7179
7179
7179
8n9
8n9
8/79
8/79
8n9
9179
9179
9179
9179
9179
9179
10/79
10/79
10/79
10/79
C2080020959E
C2080020960E
06309447646E
C2080020929E
C2080020930E
C2080020971E
C2080020972E
Q6309124960E
C2080020939E
C2080020940E
C2080020947E
C2080020948E
06309454724E
C2080020992E
C2080020993E
C2087135162E
C2087135163E
Q6309454802E
06309454864E
C2087121572E
C2087121573E
C2090154728E
C2090154729E
Q6309454950E
C2090154753E
C2090154754E
C2090154n9E
C2090154780E
06309455055E
Q6309455080E
C2090154793E
C2090154794E
C2090154800E
C2090154801E
Q6309455153E
C2090154807E
C2090154808E
C2093982841E
C2093982842E
06309455222E
06309455281E
C2093982851E
C2093982852E
C2093.982856E
C2093982857E
Total Number of Bonds = 559
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
10/79
11/79
11/79
11/79
11/79
11/79
11/79
11/79
11/79
11/79
11/79
12/79
12/79
12/79
1/80
1/80
1/80
1/80
1/80
1180
1/80
2/80
2/80
2/80
2/80
2/80
2/80
2/80
2/80
2/80
2/80
3/80
3180
3/80
3/80
3/80
3/80
3/80
4/80
4/80
4/80
4180
4180
4180
5/80
David H. or Shir1ey L Nesmith: US Savings Bonds
06309455357E
C2093982883E
C2093982884E
C2093982894E
C2093982895E
C2096343723E
C2096343724E
C2096343725E
C2096343726E
C2096343727E
Q6309455440E
C2093982904E
C2093982905E
063m25402E
C4577003EE
C4S77004EE
C4577005EE
C4577007EE
C4577008EE
C4577009EE
Q6377725429E
C4577013EE
C4S77014EE
C4S77015EE
C4577016EE
C4577017EE
C4577018EE
C4577019EE
C4577020EE
C4577021EE
L2188907606E
C4577023EE
C4577024EE
C4577025EE
C4577027EE
C4577028EE
C4577029EE
L2786829EE
C4S77030EE
C4577031EE
C4577032EE
C4586928EE
C4586929EE
C4586930EE
C12629203EE
Total Number of Bonds = 559
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
David H. or Shirfey L. Nesmith: US Savings Bonds
5/80
5/80
5/80
5/80
5/80
5/80
5/80
6/80
6/80
6/80
6/80
6/80
6/80
6/80
7/80
8/80
8/80
10/80
10/80
11/80
3/81
5/81
5/81
6/81
7/81
7/81
8/81
10/81
11/81
12/81
1/82
3/82
4/82
5/82
5/82
6/82
7/82
8/82
9/82
11/82
11/82
12/82
1/83
3/83
4/83
C12629204EE
C12629205EE
C45n035EE
C45n036EE
C45n037EE
L4611655EE
L4611678EE
C45n051EE
C45n052EE
C45n053EE
C45n055EE
C45n056EE
C45n057EE
L4611765EE
L4611849EE
L4611885EE
L4611927EE
L4611981EE
M967660EE
L35368066EE
L35368254EE
L35368338EE
L35368357EE
L35368396EE
L35368448EE
L35368466EE
L35368505EE
L35368586EE
M2710947EE
L35368917EE
L35369280EE
L35369352EE
L35369385EE
C28468145EE
L35369432EE
L35369487EE
L35369512EE
L64695808EE
L64696004EE
L64696195EE
M3685266EE
L75343522EE
L75343706EE
L75343807EE
L75343850EE
Total Number of Bonds = 559
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
David H. or Shirley L. Nesmith: US Savings Bonds
5/83
6/83
7/83
7/83
8183
9/83
10/83
11/83
12/83
1/84
5/84
6/84
7/84
8/84
9/84
10/84
10/84
11/84
11/84
12/84
1/85
3185
4/85
5/85
6/85
7/85
8/85
9185
10/85
10/85
11/85
12/85
1/86
2/86
2/86
3186
4/86
5/86
5/86
6/86
6/86
6/86
6/86
7/86
7/86
L75343895EE
L 118690124EE
L118691281EE
L118691318EE
L 118691943EE
L141176946EE
L 141200668EE
L 141200715EE
M5971424EE
L 155250931 EE
L 155275792EE
L 155275850EE
L 155275853EE
L 155275897EE
L1n365359EE
L 175999547EE
L 175999609EE
L1n365293EE
M6864547EE
L 18331 0355EE
L 186700395EE
L 186700491 EE
l186700544EE
L 186700589EE
L204165043EE
L 189280953EE
L189280997EE
L204437905EE
L212839253EE
M012462115EE
L218605898EE
L218605927EE
L253630780EE
L258011526EE
L258011581 EE
L258011629EE
L259621945EE
C117836934EE
L259621725EE
C117836947EE
L259622012EE
M15745030EE
R30506730EE
C117836979EE
C117836981 EE
Total Number of Bonds = 559
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
David H. or Shir1ey L Nesmith: US Savings Bonds
7/86
7/86
7/86
7/86
7/86
7/86
7/86
8186
8186
8/86
8/86
8/86
8/86
9/86
9/86
9186
10/86
10/86
10/86
10/86
10/86
10/86
10/86
11/86
11/86
12186
1/87
2187
3/87
4187
4187
5/87
5/87
6/87
6/87
7/87
7/87
7/87
8/87
9/87
9/87
10/87
10/87
1 0/87
11187
L259621751 EE
M15745032EE
M16073964EE
R31841241EE
R31841242EE
R31841243EE
R31841244EE
C117836986EE
D11512813EE
D11512814EE
L261912306EE
R34392400EE
R34392401 EE
C117837003EE
L261912346EE
R34392405EE
C117837010EE
C117837013EE
L274631742EE
M19727447EE
R34392415EE
R34392416EE
R34392418EE
C117837047EE
L274631802EE
L261912044EE
L261912232EE
L288223468EE
L288223515EE
L301862831 EE
L301862875EE
L301862915EE
L301862960EE
L301863003EE
L301863038EE
L301863071 EE
L301863132EE
L301863135EE
L301863204EE .
L301863232EE
L301863244EE
L31 081 0406EE
L310810424EE
L3108.10436EE
L31 081 0506EE
Total Number of Bonds = 559
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
David H. or Shirley L Nesmith: US Savings Bonds
11/87
12/87
12/87
12/87
1/88
1/88
2/88
2/88
3/88
3/88
4188
4188
5/88
5/88
6/88
6188
7/88
7/88
7/88
8/88
8/88
9/88
9/88
10/88
10/88
11/88
11/88
12188
12/88
12/88
1/89
1/89
2/89
2/89
3/89
3/89
4189
4/89
5/89
5/89
6/89
6/89
6/89
7/89
7/89
L31 081 0557EE
L310810870EE
L331637991EE
L331638112EE
L331638150EE
L331638207EE
L331638262EE
L331638271 EE
L366491327EE
L366491339EE
L366491047EE
L366491058EE
L366491101EE
L366491157EE
L366491221EE
L366491263EE
L366491362EE
L366491384EE
L366491449EE
L366491586EE
L366491646EE
L366491471EE
L366491513EE
L366491543EE
L366491687EE
L366491739EE
L366491783EE
L386157599EE
L386158004EE
L388900492EE
L386158031EE
L386158074EE
L386158111EE
L386158129EE
L386158197EE
L386158217EE
L387589541 EE
L387589572EE
L387589625EE
L387589657EE
L387589736EE
L387589767EE
L387589829EE
L387589864EE
L387589925EE
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
David H. or Shirley L. Nesmith: US Savings Bonds
8/89
8/89
9/89
9/89
10/89
10/89
11/89
11/89
11/89
12/89
12/89
1190
1/90
2/90
2/90
3/90
3/90
4/90
4/90
5/90
5/90
6190
6/90
7/90
7/90
8/90
8/90
8/90
9/90
9/90
10/90
10/90
11/90
11/90
12/90
12190
1/91
1/91
1/91
2/91
2/91
3/91
3/91
4/91
4/91
L387589955EE
L387590012EE
L387590052EE
L387590093EE
L387590148EE
L387590178EE
L387590250EE
L387590297EE
L413966560EE
L413967020EE
L413967137EE
L413967174EE
L413967242EE
L413967280EE
L413967299EE
L413967360EE
L413967411EE
L413967496EE
L457157796EE
L458957304EE
L458957326EE
L458995001 EE
L461171077EE
L473603776EE
L473636200EE
L475019076EE
L475523753EE
L476336505EE
L476404150EE
L476404151EE
L476431352EE
L476457461EE
L476494806EE
L476546081 EE
L477358124EE
L477358125EE
L477394905EE
L477412280EE
L477431167EE
L472766259EE
L47745BB31EE
L472787523EE
L477467316EE
L477490269EE
L477517731EE
Total Number of Bonds = 559
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
David H. or Shirley L Nesmith: US Savings Bonds
5/91
5/91
6/91
6/91
7/91
7/91
7/91
8/91
8/91
9/91
9/91
10/91
10191
10/91
11/91
11/91
11/91
12/91
12/91
1/92
1/92
1/92
2/92
2/92
3/92
3/92
4/92
4/92
5/92
5192
6/92
6/92
7/92
7/92
7/92
8/92
8/92
9/92
9/92
10/92
10/92
11/92
11/92
12/92
12/92
L477549472EE
L477S82911EE
L477S95103EE
L477630237EE
L477660297EE
L477684491EE
L477699721 EE
l4m25255EE
L4m44966EE
L47m6750EE
L477801572EE
l35368562EE
L478991099EE
L479037473EE
L479069694EE
L479123965EE
l483453107EE
L479212750EE
L480656768EE
l480697438EE
l480715504EE
L480736833EE
L480761326EE
L480786047EE
L480819721EE
L480845868EE
L480887356EE
L480922558EE
l480974804EE
L481009414EE
L481041397EE
L481 072801 EE
L481100808EE
L481123864EE
L481147710EE
L481179600EE
L481197273EE
L481228529EE
L481252568EE
L481279034EE
L481322854EE
L481405011EE
L481451027EE
L502299904EE
L502407280EE
Total Number of Bonds = 559
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
David H. or Shirley L Nesmith: US Savings Bonds
12/92
1/93
1/93
2/93
2/93
3/93
3/93
4/93
4/93
5193
5/93
6/93
6/93
6/93
7/93
7/93
8/93
8193
9/93
9/93
10/93
10/93
11/93
11/93
12/93
12/93
1/94
1/94
1/94
3194
3/94
4/94
4/94
4/94
4/94
4/94
4/94
4/94
6/94
6/94
6/94
6/94
6/94
6/94
6/94
L502452610EE
L502494365EE
L505352825EE
l505376719EE
1505390252EE
l505419009EE
1505432221 EE
l505462040EE
l505483501EE
l505525759EE
l511594462EE
l511619850EE
L511643582EE
l511662938EE
l511685608EE
L515034110EE
1515082973EE
l515155936EE
l515184520EE
l515217871EE
l515308592EE
l515349518EE
1515470587EE
l515560825EE
1518274040EE
l521020356EE
1521112013EE
1521167622EE
1521207512EE
l523401436EE
1523401437EE
L523491925EE
L523491926EE
1523491927EE
l523637 411 EE
L523637412EE
l523637413EE
l523637414EE
l523914975EE
l523914976EE
l523914977EE
l523914978EE
l525837912EE
l525837913EE
l525837914EE
Total Number of Bonds = 559
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
6/94
8/94
8/94
8194
8/94
9/94
9/94
10194
10/94
12/94
12/94
12/94
12/94
2/95
2/95
4/95
4/95
5195
7/95
7/95
7/95
7/95
11/98
11/98
David H. or Shirley L. Nesmith: US Savings Bonds
L525837915EE
L527349374EE
L527349375EE
L527349376EE
L5273493nEE
C486915745EE
C486915746EE
C493291947EE
C493291948EE
C504n9535EE
C504779536EE
C504n9537EE
C504n9538EE
C514283785EE
C514283786EE
C516204147EE
C516204148EE
C516789181EE
C530511725EE
C530511726EE
C530511727EE
C530511728EE
C2072338965E
C2072338972E
Total Number of Bonds = 559
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF Shirley L. Nesmith FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on
Schedule F.
COMMONWEALTH OF PENNSYLVANIA
INH~ITANCE TAX RETURN
RESIDENT DECEDENT
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
$1,392.42
Miscellaneous Personal Property
2.
1995 Mercury motor vehicle
$8,500.00
3.
Jewelry (insurance proceeds)
$1,000.00
4.
Jewelry (2 wedding bands and class ring
$78.00
5.
Honda CM4WC Motorcycle
$250.00
$240.51
6.
Medical insurance refund
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$11,220.42
Copyright 2000 David James Thorpe, Esq.
...
J-D..TIJ es
CHf'IIOUJ
CHEVROLET, INC..
3400 HARTZDALE DRIVE AT
CAPITAL CITY MALL DRIVE
CAMP HILL. PA 17011
REASON FOR VISITING US:
NO.
SURVEY AND APPRAISAL FORM -- THIS IS NOT AN ORDER
STREET
NAME S~~ \.-J e....~~~"'" ADDRESS \c:,O-,
\
CI~....'\-"",...~TATE ~ AGE _ PHONE NO.
.~ ~ 1E L 'W\ 't"-\ \A) '?<<:5 X bY \ cq S ~
RADIO WEST SHORE SHOPPER'S GUIDE
TELEVISION PATRIOT
FRIEND OLD CUSTOMER
LA,..I cZ.. ...,'\........... . , ~~
DATE/_ ~- 0 I
OTHER
~~'"- ~ '"^^~ ~\3...c.....
YEAR \t\ ~S MAKE "'-'\~~ MODEl. c: <:. BODY STYLE l...\, ~ ~
\
MILEAGE~AUTO TRANS. ~ @;J...(PjfD ~ q/~ ~ @:)
l.-\.. ~YL. V . ~ COLOR "^~",,,P AI NT '-"" .' INTERIOR '- GLAS S __
TIRES L.F.
R.F.
L.R.
R
SPARE
FENDERS L.F.
R.F.
L.R.
R.
DOORS
REMARKS
~.~ 17
WHOLESALE VALU : - ;;.0;;00
~~~~
FOLLOW DATE
APPRAISED BY
MOTOR. REAR. TRANS.
REMARKS
PHYSICAL DAMAGE REPORT
YOU KNOW ANYBODY INTERESTED IN YOUR TRADE:
~~ A=>.
~ .-.2. /~v--
~LESMAr ~ - ~ ~TO NAME
CHECKED IN BY
~G
. ".-'
HONDA
aprilia
6653 Carlisle Pike, balucsburg, PA 17050-1707
717-766-2523
Fax 790-9114
E-mail info@imotosports.com
To Whom it may concern:
According to the N.A.D.A YJebsite the average retail value of a 1981 Honda
CM400C vin # JH2NC0120BM009619 is $840.00. HO'Never, in our experience,
a unit that has been sitting for several years requires repairs to the fuel and
hydraulic systems and has a market value of approximately $250.00.
Sincerely I
Q~
c~omo
President
~
COMMONWEALTH OF PENNSYLVANIA
INHBRITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Shirley L. Nesmith
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
B. Rodney L. Nesmith
ADDRESS
43 ~ Rd., Oillsburg,'PA1'7~19
~~~
1118 W. Lisburn Rd., Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Daughter
SURVIVING JOINT TENANT(S) NAME
A. Kimberly A. Meck
Son
C. Matthew Nesmith
1118 W. Lisburn Rd., Mechanicsburg, PA 17055
Grandson
D. Other grandchildren (see attachment)
Grandchildren
JOINTl V-OWNED PROPERTY:
ITEM LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF DEATH
NUMBER FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach VALUE OF ASSET DECO'S VALUE OF
TENANT JOINT deed for jointly-held real estate. INTEREST DECEDENT'S INTEREST
1. NB 7/14/97 Savings Account at MemberS First -82662-00 $103.00 33% $33.99
2. A?B 7/14/97 Savings Account at Members First - 82662-05 $81,108.75 33% $26,765.89
3. AlB 7/14/97 Checking Account at Members First $2.415.89 33% $797.24
4. AlB 7/14/97 Certificate of Deposit at Members First $14,068.22 33% $4,642.51
5. C U S Savings Bonds (see attachment) 50%
6. D US Savings Bonds (see attachment) 50%
7. B VANGUARD GNMA Fund (366.042 shares) $3,773.89 50% $1886.95
TOTAL (Also enter on line 6, Recapitulation) $34,126.58
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 David James Thorpe, Esq.
\ fJih,
Smoker, Smith &
Associates, p.e.
Memo
To: Richard Rupp
From: Jackie Wolpert
CC:
Date: July 8, 2002
Re: Estate of Shirley Nesmith
Hello Richard,
As we discussed, here are copies of the bonds that were jointly owned by Shirley Nesmith with her
grandchildren valued as of her date of death. Please feel free to use these values for valuation
purposes when preparing the PA REV -1500, Pennsylvania Inheritance Tax return.
If you have any comments or questions, please feel free to call.
.
Thanks,
Jackie Wolpert
.
~
"
.~ ;,,1'
~.
:f
~
11, .
..I
I
,...
(717) 533-5154. FAX (717) 533-1442
339 West Governor Road. Hershey, Pennsylvania 17033
(717) 441-9069. FAX (717) 441-9068
2000 Technology Parkway. Mechanicsburg, Pennsylvania 17055
TOll FREE (888) 277-1040. E-Mail: ssa@ssa-pc.com
Savings Bond Calculator
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Bond Info
Page 10f6
-
Denomination
Serial Number
Series
I~~~?~~~ ....JI
Rp.sults
# Bonds
206
Serial Number
L319734365EE
L457175976EE
C567221051EE
C572380714EE
C572380715EE
C556804561EE
C556804560EE
C567221052EE
C541172513EE
C541172515EE
C556804559EE
C514283696EE
C530511634EE
C541172514EE
C464692864EE
C464692865EE
C514283695EE
C409271595EE
C472751792EE
C472751793EE
C481258460EE
C481258461EE
C409271596EE
C434369250EE
C493291888EE
C493291889EE
C447259183EE
C447259184EE
$I~~.......II
t.. .
Total Price
$8,775.00
Total Interest
$5,116.92
Total Value
$13,891.92
Issue Interest
Issue Date Series Denom Price Interest Value . Rate
08/1988 EE $50 $25.00 $26.84 $51.84 4.00%
05/1990 EE 50\ 25.00 22.92 47.92 6.00%
04/1996 EE 100 . 50.00 12.40 62.40 5.23%
07/1996 EE 100' 50.00 10.92 60.92 5.36%
07/1996 EE 100 . 50.00 10.92 60.92 5.36%
02/1996 EE 100 . 50.00 12.40 62.40 5.23%
02/1996 EE 100" 50.00 12.40 62.40 5.23%
04/1996 EE 100' 50.00 12.40 62.40 5.23%
10/1995 EE 100 . 50.00 14.08 64.08 5.23%
10/1995 EE 100. 50.00 14.08 64.08 5.23%
02/1996 EE 100. 50.00 12.40 62.40 5.23%
02/1995 EE 100 . 50.00 17.88 67.88 5.29%
07/1995 EE 100 . 50.00 14.08 64.08 5.23%
10/1995 EE 100. 50.00 14.08 64.08 5.23%
04/1994 EE 100 . 50.00 20.96 70.96 5.21%
04/1994 EE 100. 50.00 20.96 70.96 5.21%
02/1995 EE 100 . 50.00 17.88 67.88 5.29%
07/1993 EE 100. 50.00 22.64 72.64 5.20%
06/1994 EE 100 . 50.00 19.48 69.48 5.26%
06/1994 EE 100. 50.00 19.48 69.48 5.26%
08/1994 EE 100. 50.00 19.48 69.48 5.26%
08/1994 EE 100 . 50.00 19.48 69.48 5.26%
07/1993 EE 100 . 50.00 22.64 72.64 5.20%
10/1993 EE 100 . 50.00 22.64 72.64 5.20%
10/1994 EE 100' 50.00 19.48 69.48 5.26%
10/1994 EE 100' 50.00 19.48 69.48 5.260/0
12/1993 EE 100. 50.00 20.96 70.96 5.21%
12/1993 EE 100 ." 50.00 20.96 70.96 5.210/0
http://www .publicdebt.treas.gov /servlet/SBCPrice
Issue Date
I
i
..................,............................1
YTD Iul;..
$241.5'f'
Next Final
Accrual Maturity
08/2001 08/2018
11/2001 OS/2020
10/2001 04/2026.
07/2001 07/2026,
07/2001 07/2026.
08/2001 02/2026
08/2001 02/2026-
10/2001 04/2026
10/2001 10/2025
10/2001 10/2025
08/2001 02/2026
08/2001 02/2025
07/2001 07/2025
10/2001 10/2025
10/2001 04/2024
10/2001 04/2024
08/2001 02/2025
07/2001 07/2023
06/2001 06/2024
06/2001 06/2024
08/2001 08/2024
08/2001 08/2024
07/2001 07/2023
10/2001 10/2023
10/2001 10/2024
10/2001 10/2024
06/2001 12/2023 .
06/2001 12/2020
6/24/2002
Savings Bond Calculator
Page 2 of6
C434369251EE 10/1993 EE 100 . 50.00 22.64 72.64 5.20% 10/2001 10/2023
C516789125EE 05/1995 BE 100. 50.00 15.76 65.76 4.250/0 11/2001 OS/2025
C504779245EE 12/1994 EE 100 . 50.00 17.88 67.88 5.29% 06/2001 12/2024
C504779246EB 12/1994 BE 100 . 50.00 17.88 67.88 5.29% 06/2001 12/2024
C516789124BE 05/1995 BE 100 . 50.00 15.76 65.76 4.25% 11/2001 OS/2025
L457175959EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175958EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175957EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175962EE 05/1990 BE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175961EE 05/1990 EE SO . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175960EE 05/1990 EE 50_ 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175965EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175964EE 05/1990 EE 50. 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175963EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175966EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
C277083399EE 12/1990 EE 100 .. 50.00 40.32 90.32 6.00% 06/2001 12/2020
C277083401EE 12/1990 EE 100 ,; 50.00 40.32 90.32 6.00% 06/2001 12/2020
C254942666EE 04/1990 EE 100 - 50.00 45.84 95.84 6.00% 10/2001 04/2020
C277083400EE 12/1990 EE 100, 50.00 40.32 90.32 6.00% 06/2001 12/2020
C277083402EE 12/1990 EE 100 . 50.00 40.32 90.32 6.00% 06/2001 12/2020
C310803416EE 12/1991 EE 100 . 50.00 35.16 85.16 6.00% 06/2001 12/2021
C31 080341 SEE 12/1991 EE 100 . 50.00 35.16 85.16 6.00% 06/2001 12/2021
C310803414EE 12/1991 EE 100 . 50.00 35.16 85.16 6.00% 06/2001 12/2021
C308835566EE 07/1991 EE 100 . 50.00 37.68 87.68 6.00% 07/2001 07/2021
C308835567EE 07/1991 EE 100 . 50.00 37.68 87.68 6.00% 07/2001 07/2021
6
C31083417EE 12/1991 EE 100' 50.00 35.16 85.16 6.00% 06/2001 12/2021
C345839057EE 06/1992 EE 100 . 50.00 32.68 82.68 6.00% 06/2001 06/2022
C308835564EE 07/1991 EE 100' 50.00 37.68 87.68 6.00% 07/2001 07/2021
C308835565EE 07/1991 EE 100 '- 50.00 37.68 87.68 6.00% 07/2001 07/2021
C345839060EE 06/1992 EE 100 . 50.00 32.68 82.68 6.00% 06/2001 06/2022
C345839059EE 06/1992 EE 100 . 50.00 32.68 82.68 6.00% 06/2001 06/2022
C345839058EE 06/1992 EE 100 . 50.00 32.68 82.68 6.00% 06/2001 06/2022
C386975419EE 01/1993 EE 100 50.00 30.24 80.24 6.00% 07/2001 01/2023
C386975418EE 01/1993 EE 100' 50.00 30.24 80.24 6.00% 07/2001 01/2023
C345839061EE 06/1992 EE 100' 50.00 32.68 82.68 6.00% 06/2001 06/2022
C386975422EE 01/1993 EE 100 l 50.00 30.24 80.24 6.00% 07/2001 01/2023
C386975421EE 01/1993 EE 100 " 50.00 30.24 80.24 6.00% 07/2001 01/2023
C386975420EE 01/1993 EE 100 50.00 30.24 80.24 6.00% 07/2001 01/2023
http://www .publicdebt. treas. gov /servlet/SBCPrice
6/24/2002
Savings Bond Calculator Page 3 of6
C434369279EE 10/1993 EE 100 < 50.00 22.64 72.64 5.20% 10/2001 10/2023
C409271600EE 07/1993 . EE 100. 50.00 22.64 72.64 5.20% 07/2001 07/2023
C409271599EE 07/1993 EE 100 50.00 22.64 72.64 5.20% 07/2001 07/2023
C447259191EE 12/1993 EE 100 50.00 20.96 70.96 5.21% 06/2001 12/2023
C447259192EE 12/1993 EE 100 50.00 20.96 70.96 5.21% 06/2001 12/2023
C434369280EE 10/1993 EE 100 50.00 22.64 72.64 5.20% 10/2001 10/2023
C472751798EE 06/1994 EE 100' 50.00 19.48 69.48 5.26% 06/2001 06/2024
C464692869EE 04/1994 EE 100' 50.00 20.96 70.96 5.21% 10/2001 04/2024
C464692870EE 04/1994 EE 100. 50.00 20.96 70.96 5.21% 10/2001 04/2024
C481258471EE 08/1994 EE 100 50.00 19.48 69.48 5.26% 08/2001 08/2024
C481258472EE 08/1994 EE 100' 50.0e 19.48 69.48 5.26% 08/2001 08/2024
C472751797EE 06/1994 EE 100 . 50.00 19.48 69.48 5.26% 06/2001 06/2024
C504779562EE 12/1994 EE 100. 50.00 17.88 67.88 5.29% 06/2001 12/2024
C493291892EE 10/1994 EE 100 . 50.00 19.48 69.48 5.26% 10/2001 10/2024
C493291893EE 10/1994 EE 100 50.00 19.48 69.48 5.26% 10/2001 10/2024
C514283699EE 02/1995 EE 100 50.00 17.88 67.88 5.29% 08/2001 02/2025
C514283700EE 02/1995 EE 100 . 50.00 17.88 67.88 5.29% 08/2001 02/2025
C50477956 lEE 12/1994 EE 100 I 50.00 17.88 67.88 5.29% 06/2001 12/2024
C530511636EE 07/1995 EE 100- 50.00 14.08 64.08 5.23% 07/2001 07/2025
C516789128EE 05/1995 EE 100' 50.00 15.76 65.76 4.25% 11/2001 OS/2025
C516789129EE 05/1995 EE 100. 50.00 15.76 65.76 4.25% 11/2001 OS/2025
C541172521EE 10/1995 EE 100. 50.00 14.08 64.08 5.23% 10/2001 10/2025
C541172520EE 10/1995 EE 100 . 50.00 14.08 64.08 5.23% 10/2001 10/2025
C541172519EE 10/1995 EE 100 . 50.00 . 14.08 64.08 5.23% 10/2001 10/2025
C556804566EE 02/1996 EE 100. 50.00 12.40 62.40 5.23% 08/2001 02/2026
C556804567EE 02/1996 EE 100, 50.00 12.40 62.40 5.23 % 08/2001 02/2026
C556804565EE 02/1996 EE 100 . 50.00 12.40 62.40 5.23% 08/2001 02/2026
C572380719EE 07/1996 EE 100 . 50.00 10.92 60.92 5.36% 07/2001 07/2026
C567221055EE 04/1996 EE 100.: 50.00 12.40 62.40 5.23% 10/2001 04/2026
C567221056EE 04/1996 EE 100 . 50.00 12.40 62.40 5.23% 10/2001 04/2026
C572380718EE 07/1996 EE 100 . 50.00 10.92 60.92 5.36% 07/2001 07/2026
L366833746EE 12/1988 EE 50 . 25.00 25.82 50.82 4.00% 06/2001 12/2018
L366833745EE 12/1988 EE 50. 25.00 25.82 50.82 4.00% 06/2001 12/2018
L366833744EE 12/1988 EE 50 . 25.00 25.82 50.82 4.00% 06/2001 12/2018
L366833742EE 12/1988 EE 50. 25.00 25.82 50.82 4.00% 06/2001 12/2018
L366833474EE 09/1988 EE 50 ~ 25.00 26.84 51.84 4.00% 09/2001 09/2018
L366833743EE 12/1988 EE 50 ;'"25.00 . 25.82 50.82 4.00% 06/2001 12/2018
L366733473EE 09/1988 EE 50 ..25.00 26.84 51.84 4.00% 09/2001 09/2018
http://www .publicdebt. treas.gov /servlet/SBCPrice
6/24/2002
Savings Bond Calculator
Page 4 of6
L366833387EE '09/1988 EE 50 '25.00 26.84 51.84 4.00% 09/2001 09/2018
L366833386EE 09/1988 EE 50, 25.00 26.84 51.84 4.00% 09/2001 09/2018
L319734363EE 08/1988 EE 50. 25.00 26.84 51.84 4.00% 08/2001 08/2018
L319734364EE 08/1988 EE 50 . 25.00 26.84 51.84 4.00% 08/2001 08/2018
L366833337EE 06/1988 EE 50 . 25.00 26.84 51.84 4.00% 06/2001 06/2018
L319734366EE 08/1988 EE 50 . 25.00 26.84 51.84 4.00% 08/2001 08/2018
L319734367EE 08/1988 EE 50 . 25.00 26.84 51.84 4.00% 08/2001 08/2018
L319734259EE 06/1988 EE 50, 25.00 26.84 51.84 4.00% 06/2001 06/2018
L366833278EE 05/1988 EE 50~ 25.00 27.88 52.88 4.00% 11/2001 OS/2018
L319734258EE 06/1988 EE 50. 25.00 26.84 51.84 4.00% 06/2001 06/2018
L366833282EE 05/1988 EE 50. 25.00 27.88 52.88 4.00% 11/2001 OS/2018
L366833279EE 05/1988 EE 50, 25.00 27.88 52.88 4.00% 11/2001 OS/2018
L366833280EE 05/1988 EE 50. 25.00 27.88 52.88 4.00% 11/2001 OS/2018
L319734048EE 03/1988 EE 50' 25.00 27.88 52.88 4.00% 09/2001 03/2018
L319734044EE 03/1988 EE 50. 25.00 27.88 52.88 4.00% 09/2001 03/2018
L366833281EE 05/1988 EE 50 ' 25.00 27.88 52.88 4.00% 11/2001 OS/2018
L319733953EE 02/1988 EE 50. 25.00 27.88 52.88 4.00% 08/2001 02/2018
L319734047EE 03/1988 EE 50 - 25.00 27.88 52.88 4.00% 09/2001 03/2018
L319734045EE 03/1988 EE 50 - 25.00 27.88 52.88 4.00% 09/2001 03/2018
L319733955EE 02/1988 EE 50' 25.00 27.88 52.88 4.00% 08/2001 02/2018
L319733954EE 02/1988 EE 50. 25.00 27.88 52.88 4.00% 08/2001 02/2018
L319733952EE 02/1988 EE 50. 25.00 27.88 52.88 4.00% 08/2001 02/2018
L319733859EE 01/1988 EE 50 - 25.00 27.88 52.88 4.00% 07/2001 01/2018
L319733860EE 01/1988 EE 50. 25.00 27.88 52.88 4.00% 07/2001 01/2018
L319733857EE 01/1988 EE - 50' 25.00 27.88 52.88 4.00% 07/2001 01/2018
L319733853EE 12/1987 EE 50, 25.00 27.88 52.88 4.00% 06/2001 12/2011
L319733858EE 01/1988 EE 50. 25.00 27.88 52.88 4.00% 07/2001 01/2018
L319733854EE 12/1987 EE 50- 25.00 27.88 52.88 4.00% 06/2001 12/2017
L319733851EE 12/1987 EE 50. 25.00 27.88 52.88 4.00% 06/2001 12/2017
L319733848EE 12/1987 EE 50' 25.00 27.88 52.88 4.00% 06/2001 12/2017
.
L319733852EE 12/1987 EE 5Q 25.00 27.88 52.88 4.00% 06/2001 12/2017
C386975424EE 01/1993 EE 100- 50.00 30.24 80.24 6.00% 07/2001 01/2023
C386975423EE 01/1993 EE 100. 50.00 30.24 80.24 6.00% 07/2001 01/2023
C277083406EE 12/1990 EE 100' 50.00 40.32 90.32 6.00% 06/2001 12/2020
C386975427EE 01/1993 EE 100 50.00 30.24 80.24 6.00% 07/2001 01/2023
C386975426EE 01/1993 EE 100, 50.00 30.24 80.24 6.00% 07/2001 01/2023
C386975425EE 01/1993 EE 100. 50.00 30.24 80.24 6.00% 07/2001 01/2023
C43436927lEE 10/1993 EE 100 . 50.00 22.64 72.64 5.20% 10/2001 10/2023
http://www.publicdebt.treas.gov/servlet/SBCPrice
6/24/2002
Savings Bond Calculator
Page 5 of6
C409271597EE 07/1993 EE 1 00 ~ 50.00 22.64 72.64 5.20% 07/2001 07/2023
C409271598EE 07/1993 EE 100 r;> 50.00 22.64 72.64 5.20% 07/2001 07/2023
C220607075EE ,01/1990 EE 1 00 ~ 50.00 45.84 95.84 6.00% 07/2001 01/2020
C434369270EE 10/1993 EE 100.- 50.00 22.64 72.64 5.20% 10/2001 10/2023
L457175974EE 05/1990 EE 50" 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175973EE 05/1990 EE 50. 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175975EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175969EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175972EE 05/1990 EE 50 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175971EE 05/1990 EE 50 . 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175968EE 05/1990 EE 50. 25.00 22.92 47.92 6.00% 11/2001 OS/2020
L457175967EE 05/1990 EE 50. 25.00 22.92 47.92 6.00% 11/200 J. OS/2020
L457175970EE 05/1992 EE 50.-.: 25.00 ' 17.58 42.58 6.00% 11/2001 OS/2022
L390485185EE 02/1989 EE 50-: 25.00 25.82 50.82 4.00% 08/2001 02/2019
L390485182EE 02/1989 EE 50. 25.00 25.82 50.82 4.00% 08/2001 0212019
L390485183EE 02/1989 EE 50 ' 25.00 25.82 50.82 4.00% 08/2001 0212019
L390485186EE 02/1989 EE 50. 25.00 25.82 50.82 4.00% 08/2001 02/2019
L390485188EE 02/1989 EE 50 25.00 25.82 50.82 4.00% 08/2001 0212019
L390485184EE 02/1989 EE 50. 25.00 25.82 50.82 4.00% 08/2001 02/2019
C481258467EE 08/1994 EE 100. 50.00 19.48 69.48 5.26% 08/2001 0812024
C472751795EE 06/1994 EE 100' 50.00 19.48 69.48 5.26% 06/2001 06/2024
C472751794EE 06/1994 EE 100 . 50.00 19.48 69.48 5.26% 06/2001 06/2024
C493291891EE 10/1994 EE 100. 50.00 19.48 69.48 5.26% 10/2001 1012024
C493291890EE 10/1994 EE 100' 50.00 19.48 69.48 5.26% 10/2001 1012024
C481258468EE 08/1994 EE 100' 50.00 19.48 69.48 5.26% 08/2001 08/2024
C345839056EE 06/1992 EE 100 . 50.00 32.68 82.68 6.00% 06/2001 06/2022
C504779255EE 12/1994 EE 100, 50.00 17.88 67.88 5.29% 06/2001 12/2024
C504779254EE 12/1994 EE 100. 50.00 17.88 67.88 5.29% 06/2001 12/2024
C345839053EE 06/1992 EE 100. 50.00 32.68 82.68 6.00% 06/2001 06/2022
C345839054EE 06/1992 EE 100. 50.00 32.68 82.68 6.00% 06/2001 06/2022
C345839055EE 06/1992 EE 100. 50.00 32.68 82.68 6.00% 06/2001 06/2022
C308835561EE 07/1991 EE 100 50.00 37.68 87.68 6.00% 07/2001 07/2021
C308835560EE 07/1991 EE 100 50.00 37.68 87.68 6.00% 07/2001 07/2021
C345839052EE 06/1992 EE 100. 50.00 32.68 82.68 6.00% 06/2001 06/2022
C310803421EE 12/1991 EE 100' 50.00 35.16 85.16 6.00% 06/2001 12/2021
C308835563EE 07/1991 EE 100'.- .50.00 37.68 87.68 6.00% 07/2001 07/2021
C308835562EE. 07/1991 EE 100" 50.00 37.68 87.68 6.00% 07/2001 07/2021
C310803418EE .' 12/1991 EE 100'",50.00 35.16 85.16 6.00% 06/2001 12/2021
http://www . publicdebt. treas.gov /servlet/SBCPrice
6/24/2002
Savings Bond Calculator Page 6 of6
C310803419EE 12/1991 EE 100. 50.00 35.16 85.16 6.00% 06/2001 12/2021-
C310803420EE 12/1991 EE 100: 50.00 35.16 85.16 6.00% 06/200 1 12/2021 <
C277083403EE 12/1990 BE 100,' 50.00 40.32 90.32 6.00% 06/2001 12/2020-
C277083404EE 12/1990 EE 100' 50.00 40.32 90.32 6.00% 06/2001 12/2020'
C277083405EE 12/1990 EE 100- 50.00 40.32 90.32 6.00% 06/2001 12/202Q.
C514283698EE 02/1995 EE 100, 50.00 17.88 67.88 5.29% 08/2001 02/2025
R46511768EE 12/1988 EE 200 -100.00 103.28 203.28 4.00% 06/2001 12/2018
R38869969EE 12/1987 EE 200 -100.00 111.52 211.52 4.00% 06/2001 12/201?-
C516789127EE 05/1995 EE 100 '50.00 15.76 65.76 4.25% 11/2001 OS/2025
C516789126EE 05/1995 EE 100 50.00 15.76 65.76 4.25% 11/2001 OS/2025'
C514283697EE 02/1995 EE 100 - 50.00 17.88 67.88 5.29% 08/2001 02/2025
C541172517EE 10/1995 EE 100' 50.00 14.08 64.08 5.23% 10/2001 10/2025 ~
C541172518EE 10/1995 EE 100 - 50.00 14.08 64.08 5.23% 10/2001 1012025-
C530511635EE 07/1995 EE 100, 50.00 14.08 64.08 5.23% 07/2001 07/2025'
C556804563EE 02/1996 EE 100- 50.00 12.40 62.40 5.23% 08/2001 02/2026,
C556804562EE 02/1996 EE 100 50.00 12.40 62.40 5.23% 08/2001 02/2026'
C541172516EE 10/1995 EE 100' 50.00 14.08 64.08 5.23% 10/2001 10/2025'
C567221053EE 04/1996 EE 100' 50.00 12.40 62.40 5.23% 10/2001 04/2026
C567221054EE 04/1996 EE 100 50.00 12.40 62.40 5.23% 10/2001 04/2026'
C556804564EE 02/1996 EE 100' 50.00 12.40 62.40 5.23% 08/2001 0212026
C447259186EE 12/1993 EE 100' 50.00 20.96 70.96 5.21 % 06/2001 12/2023
C572380717EE 07/1996 EE 100' 50.00 10.92 60.92 5.36% 07/2001 07/2026
C572380716EE 07/1996 EE 100- 50.00 10.92 60.92 5.36% 07/2001 0712026-
C464692867EE -04/1994 . EE 100. 50.00 20.96 70.96 5.21% 10/2001 04/2024'
C464692866EE 04/1994 I EE . 100' 50.00 20.96 70.96 5.21% 10/2001 04/2024
C447259187EE 12/1993, EE 100" 50.00 20.96 70.96 5.21% 06/2001 12/2023
_I Viewing Bonds 1-206
lelJend
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
http://www .publicdebt. treas.gov/serv let/SBCPrice
6/24/2002
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/15/2005
RUPP RICHARD C
POBOX 395
355 NORTH 21ST ST SUITE 205
CAMP HILL, PA 17011
RE: Estate of NESMITH SHIRLEY
File Number: 2001-00510
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/21/2005
Your prompt attention to this matter will be appreciated.
Thank You.
A:~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
-- J '"/juires to:
'.'.
"~i I nberslsr
. '. 'REDrr IJNION
"
,.. .,..oard: (717) 697-1161 or (800) 283-2328
· (717) 697-4372 or (800) 283-4372
(717) 697.5312 or (800) 283-2328 eld. 5312
(711) 795-6049 or (800) 237-7288
5000 Louise Drive
PO Box 40
Mechanicsburg, PA 17055
www.members1st.org
Member;s
Statement
of Account
Account Number From TO Page
82662 05-01-01 05-31-01 1 of 2
,.
NOW YOU CAN REORDER YOUR CHE'CKS
ONLINE. SEE THE ENCLOSED INSERT
FOR MORE INFORMATION.
1...111...111....1.1..1.1..1..11.1..,..1.'.11111.111.11"...II
SHIRLEY L NESMITH
C/O RODNEY NESMITH
AND KIMBERLY MECK
607 WAYNE DR
MECHANICSBURG PA 17055-4987
75
T~~. . -:;::;6ZE .' ;./:;::ii;::i;i~i;i;!;;i:;r:iiii!iii!i!i!i~i:i:ii!ii~iiii!!!!!~;:::ii;i:ii:!!!i:;J.iRANsAcTIQN~O_mj~;';J_~j~~iiiii~iii~~![iii[iiiiiiii~i~ii~i~iii!ir~i1iIiiriiii~iiii~1iii!iiiij!:i" .::j!!i!!i!;i!:ii!i!i!iiiiii!iIIPUNT
SUFFIX:OO SAVINGS
TFR FROM SHARES
US TREASURY 303
LIBERTY LIFE ASS
DIVIDEND
JOINT OWNERS: KIMBERLY A MECK RODNEY NESMITH ~
Y-T-D DIVIDENDS: (6.84
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD I 2.90%
ANNUAL PERCENTAGE YIELD EARNED / 2.90%
----------~------------------------------------------------------
SUFFIX:OS INVESTMENT SAVINGS
051901 TFR TO SHARES 82662-11
052101 TFR TO SHARES 82662-11
052101 TFR TO SHARES 82662-00
053101 DIVIDEND
JOINT OWNERS:
052101
052301
053101
053101
82662-05
5000.00
864.00
62.84
5. 17
)!i:ii~_~!!;i:
102.8"
5102.84
5966.84
6029.68
6034.85
-1500.00
-20000.00
-5000.00
296.43
------------~---
82390.'"
80890.64
60890.64
55890.64
56187.07
ANNUAL
ANNUAL
KIMBERLY MECK RODNEY NESMITH
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
PERCENTAGE YIELD / 4.75%
PERCENTAGE YIELD EARNED / 4.89%
1762.31
-- -- - - - - -- ---- --------- ----- --- -- ---------- ----- ---- .-------- --- --
SUFFIX:11 CHECKING
BEGINNING BALANCE
DEPOSITS
DRAFTS
DEBITS/FEES
MAINT/SERVICE CHGS
ENDING BALANCE
------------~---
799.03
22057.58
12067.94
.00
.00
10788.67
TOTAL NUMB~R DRAF S CLEARED
YOUR AVG DAILY BA ANCE WAS
YOUR lOW MONTH SA ANCE WAS
11
5640.05
367.05
0502 050101 SHARE DRAFT ~ 486:/' 0501005221 -20.29 778. 74
0502 050101 SHARE DRAFT 487/ 0501008594 -45.87 732.87
0509 050801 SHARE DRAFT ! 488v' 0508025641 -123.59 609.28
0512 051101 SHARE DRAFT 489/ 0511009231 -20.00 589.28
0515 051401 SHARE DRAFT 484./ 0514016938 -222.23 367.05
051901 SHARE DEPOSIT V 548.00 915.05
051901 TFR FROM SHARES 82662-05/ 1500.00 2415.05
052101 TFR FROM SHARES 82662-05/ 20000.00 22415.05
J 0523 052201 SHARE DRAFT /I 490./ 0522010717 -228.06 22186.99
0525 052401 SHARE DRAFT /I 495/ 0524008436 -5400.00 16786.99
0526 052501 SHARE DRAFT II 494.""""- 0525009357 -5920.00 10866.99
NOTICE: SEE RFVJ:J:lCE: t:"1"~ ...";'PIl. .....................i...:..........."..A'TJ"..:. ,:
.'
~~t!.\!i1~~r
76
SEND AlL INQUIRES TO THE CREDIT UNION AT THE ADDRESS SHOWN ON PAGE # ~
:!i~!:!:::!:_I:II~!:ii::i: :~i:i:it~!ii:~!:f~iij!:~i:i!ii:!!::i! 1!i:~!:!!:::!!:~ji:!j::~!:iiii!jiii:!ii:!:!; !!!!!!:i!iiiii:lli!1!iii!iii!iit
8 2 6 6 2 05 -0 1 -0 1 05 - 3 1 -0 1 2 of 2
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
CERT NO: 0 ISSUE DATE: 100300 MATURITY DATE:1003 1 DIV RATE:
--- ----- ------------------------------------------------------- ------------
SUFFIX:~O 1 YEAR CERTIFICATE
053101 DIVIDEND 67.30
JOINT OWNERS: KIMBERLY MECK RODNEY NESMITH
Y-T-D DIVIDENDS: 343.99 F RFEITURES:
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 5.80%
ANNUAL PERCENTAGE YIELD EARNED I 5.80%
NO. AMOUNT NO. AMOUNT NO.
48 222.23 488 123.59 491
*48 20.29 489 20.00 492
48 45.87 490 228.06 493
JOINT OWNERS: KIMBERLY MECK RODNEY NESMITH
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD . / 2.02%
ANNUAL PERCENTAGE YIELD EARNED / 2.02%
SUFFIX:16 IRA 12 MONTH CERTF
053101 DIVIDEND
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 6.80%
ANNUAL PERCENTAGE YIELD EARNED I 6.80%
{
'~..'
AMOUNT
29.77
39.02
19. 11
NO.
494
495
TOT A L :
AMOUNT -
5920.00 -
5400.00 -
12061.94
9.58
128"98.49
720.30 129218.79
3471.13 F RFE/TURES: .00
6.6000
1"02".80
14092. 10
.00
CERT NO:
o ISSUE DATE:040901 MATURITY DATE:0409 2 DIV RATE:
5.6500
FOR 2001
*
IRA YTO
DIVIDENDS
3471.13
* OTHER YTD * TOTAL YTO * TOT L YTD * TOT L YTD *
DIVIDENDS DIVIDENDS WITH OLDING FOR EITURES
2122.72 5593.85 .00 .00
IV lembers 1- Mechanicsburg, PA 17055
www.members1st.org
:'EDERAL CREDIT UNION
Main SwitchbOllfd: (717) 697-1161 or (800) 283-2328
, Call-24: (117) 697-4372 or (800) 283-4372
, > '0: (717) 697-5312 or (800) 283-2328 ext. 5312
.eBranch: (117) 795-6049 or (800) 237-7288
::ilatemem
of Account
82662110-01-01 I 11-30-0111.. of 2,1
HAPPY HOLIDAYS FROM MEMBERS 1ST
FEDERAL CREDIT UNION.
1...111.1.111....1.1..1.1..1.111.1..1..1.1...111.. .1. ..11,1.11 995
SHIRLEY L NESMITH
C/O RODNEY NESMITH
AND KIMBERLY MECK
607 WAYNE DR
MECHANICSBURG PA 17055-4987
SUFFIX:OO SAVINGS 25.00
JOINT OWNERS: KIMBERLY A MECK RODNEY NESMITH
Y-T~D DIVIDENDS: 32.08
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 2.00%
-----------------------------------------------------------------
SUFFIX:ll CHECKING
BEGINNING BALANCE
DEPOSITS
DRAFTS
DEBITS/FEES
MAINT/SERVICE CHGS
ENDING BALANCE
----------------
8680.49
14 31
.00
8694.80
.00
.00
TOTAL NUMBER DRAF S CLEARED
YOUR AVG DAILY BA ANCE WAS
YOUR LOW MONTH BA ANCE WAS
o
6406.34
.00
103101 DIVIDEND
111501 SHARE DIVIDEND
111501 SHARE WITHDRAWAL
10.98
3.33
-8694.80
8691.47
8694.80
.00
*****~********************************* t****
JOINT OWNERS: KIMBERLY MECK RODNEY NESMITH
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD I 1.00%
ANNUAL PERCENTAGE YIELD EARNED I 1.34%
99.88
Y-T-D DIVIDENDS:
TRUTH IN SAVINGS INFORMATION
ANNUAL ,PERCENTAGE YIELD I 3.55%
ANNUAL PERCENTAGE YIELD EARNED I 3.65%
7139.67
47.77
366.41
380. 10
F~RFEITURES:
------------..---
132093.05
132140.82
132507.23
132887.33
-----------------------------------------------------------------
SUFFIX:16 IRA 12 MONTH CERTF
100301 DIVIDEND AT MATURITY
103101 DIVIDEND
113001 DIVIDEND
.00
CERT NO: 0 ISSUE DATE:l00301 MATURITY DATE:1003t 2 DIV RATE: 3.4900
----------------------------------------------------------------- ----------------
I. ..III.. .111....1.1..1.1..1..11.1. .1. .1.1. 11111.. .1. ..11...11
SHIRLEY L NESMITH &
RODNEY L NESMITH
JT TEN WRGS
607 WAVNE DR
MECHANICSBUR6 PA 17055-4987
J',,~~':'.'. ~
'..~,-;
THNanguaItbouR
1i'ade date Tr'ansactlon
Balance on 12/31/2000
1/31 Income dividend
2/28 Income dividend
3/30 Income dividend
Balance on 3131/2001
,,~..,~,',~..:t.. .. _h _. _ '~_'. _.". -~,b___".,;.~.:', ~.-.....4, .,'
;...,""......, .,.....".,.,....,~:._;.'-<_~).l."....,.~;c.:....<~......".J'.,.:.i:,.,~~~......-.....:.-..;.I:'"'i"..,t..~~,;.,.".....,~. . ,~;,"'H.c;r;; N~';~.''''''''''-~ ....,..> -, .. _.. .
March 31~ 2001, year-to-date
Page 1 o.f 1
'Vanguard GNMAj!und- .
Investor Shares .
.--', ,',: ---"-,,,-,,,,,"'~';;""'''''_.;...',
For promt>t service when calling please provide your
Statement number: 008995846
(800) 662-2739 - Client Services
www.vanguard.com Access Vanguard
(800) 662-6273 - Tele-Account
Fund number: 36
Account number~ 9910940484
ACCOUNT VALUE
On 12/31/2000
$ 3,667.45
On 3/3112001
$ 3,788.13
Dollar afT1OlJ"lt
Share price
$10.24
10.35
10.35
10.35
$10.35
Total shares CMned
358..149
360..131
362..f)99
364..071
364.071
Shares transacted
$ 20.51
20.37
20.41
1.982
1.968
1.972
Income dividends
$ 3,n3.26
10.36
'. ,
"1'....
(
'f':J
(~
~~ ,,~
\0'" r . ~
1', \ .~. h\)\
. ~ ~ ~\J . ~\ V .
.~ 'V \"
,,-.
....
$ 61.29 Total cost basis on 3/31/2001
Average cost per share
INVEST-BY-MAIL
Do not alter this slip.
Use olltf to purchase additional shares in:
Vanguard GNMA Fund
Investor Shares
Fund number: 36
Account number: 9910940484
Make checks payable to: The Vanguard Group - 36
Ust each check separat~.
Total amount enclosed
$
$
$
$
0036
0"]'0940484
3D
30-day Share Trade Dis1ribution
yield price date payable date
January 6.53% $10.32 1/30/2001 2/01/2001
February 7.08 10.33 2/27/2001 3/01/2001
March 6.44 10.33 3/29/2001 4/02/2001
SHIRLEY LNESMITH &
RODNEY L NESMITH
JTTEN WAOS
607 WAYNE DR
MECHANICSBURG PA 17055-4987
o Check box if changing your address;
note new address on reverse.
~.
THE VANGUARD GROUP
PO BOX 7800
PHILADELPHIA PA 19101-9892
1- 3
1 - 1
3655 l04B M1 ~
113801
1111111111111 1111111111111111111111111111111111111111118 111111111111
COMMONWEALTH OF PENNSYLVANIA
IN~ERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF Shirley L. Nesmith FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1. Individual Retirement Account at Members First $128,963.20 100% None ,. $128;963.20
2. Annuity with survivor benefit up to ten year certain term (see attachment) $5,656.00 100% None $5;656.00
3. 1970 Honda 175 Motorcycle $250;00 100% None $250:00
TOTAL (Also enter on line 7. Recapitulation) $134,869.20
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
IN~ERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF Shirley L. Nesmith
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
FILE NUMBER
DESCRIPTION
AMOUNT
1.
$5,920.00
A.
B.
1.
2.
3.
4.
5.
6.
7.
FUNERAL EXPENSES:
Myers Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees - Rupp and Meikle
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
$6,310.00
Probate Fees - Register of Wills of Cumberland County
$355.00
Accountant's Fees - Smoker & Smith
$1,541.00
Tax Return Preparer's Fees
Filing Fees
$35.00
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$14,161.00
Copyright 2000 David James Thorpe, Esq.
~_ il,;,~;:a'd ,,' excellenefi. 'Ce.tml pennsyl"..", since J 910
-2J Y U ;lei v Funeral Home, Inc.
STATEMENT OI~ FUNERAL GOODS AND SERVICES SELECTED
Ch~ are onl)' for th'..se items Ihal you selected or that arc required. If we arc required by law or by a ccmetCll or crematory iO use any items, we will
explain in writing b\;iow. . \ . . . . .
If )'00 selected a funeral that may require embalmmg,yiUch as a fUIICnl wnb viewing. you may have to pay for cmbalmmg. You do not have to pay for embalming
)'00 did not apprO\'e if you selected arrangementS sUCh as a direct cremado or imtne1iale burial. If we cbused for embalming, we will tlIplain why below.
For the Servic f - t. Z . Jlatc of Death S'" - 2. I - "'Z.a () J
<:hargelo: L. '. 1-1 11/8 L;.s'~,..,.~ ~F.. j'l/tec-/-fA..wt.s l...~r: ,.{
City State '
Omer clOthing
BOYD L. MYERS, JR., Supervisor
37 E. MAIN STREET
MECHANICSBURG. PENNSYLVANIA 17055
(111) 166-3421
A. CHARGE fOR SERVICES SELECTED:
I. PROfESSIONAL SERVICES
Services of funeral Director/Staff .... S ~
Embalming ...... ........ S~
Other preparation of body
I-
S_
Cremation urn . . . . . . . . .. . . . . . . . .. S_
(lkscription)
S_
S_
_ S_ Z6!:i1U
TOTAl.MOCHANDISI SELECTED.................. B 1_ .
C. SPEOAL CHARGES:
forwarding of rcmaiRs to
OTHER
.................... S~
SUB-TOTAL OF PROFESSIONAL SEaVlCES......... AI S~.
2. fACILITIES AND SERVICES
Use of facilities and services for
viewing (VisitationIWakc)......... s~
Use: of facilities and services
fodunerai ceremony . . . . . . . . . . .. ~
Use of facilities and services for
McmorialScrvice ............... ~
Use: of equipment and services
for gnvcsidc service... . ......... s~
Other use of facililies
(funenl Home)
Rtcciving of rcmail1$ from
(Funeral Home)
Immediate Burial .. _ _ . .. .. .. . .. ... S
Direct Crcmation . . . . . . . . . . . . . . . .. S
S
SUB-TOTAL OF SPECIAL CHARGiS .. . . . . . . . . . . . . .. C I--=-"
D.CASH ADVANCED
Opening Grave... : ......... ..... I~
Cemettry Equipment.. . ... . . . . . . .. I-=-
Lot and Deed.... .-_.... ;........., S~
Nn-spaper Noticcs-l.ocal ......... ,~
Newspaper Notices-Cut-of-town. . . . s_
Telephone & Ttlc8r:11D5 ........... S-==--.
Airfare.. . . . _ . . _ . . . . . . . . . . . . . . .. S-=--
Ckr&Y~ Offering.............. S'Z.s-:CII
Pallbearers. . . . . . . . . . . . . . . . . . . . .. S_
Certified Copies of tlae lkath
Certificate.... .~~.!it. .~.~..... ,~
PoIicc Escort. . . . . . . ... . . . . . .. . .. ,_
FIOwct5 ........................I~-~
Vault Service ChatJc ... . . . . . . . . . . . S~
L'~,&....s ,~
I-
I-
S_
1-
SUB-TOTAL OF ADVANCES.......... ~~..... D ;"3YS'.~
SUB-TOT~i OF FAc~unESiiQUi~ ~~ .~. . .. A~
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home. L.
Local. . . .. . . . . . . . . . . . . . . . . . . . . .. ,~
:: .(C~~t. ~~~c~). . . . . . . . . . . . .. I~
Umousinc -.... L
Local........................... I~
Family car
Local. .. . .. . . . . . . . . . . . . . . . . . . . .. S--===--'
Flower car or floral disposition
Local.... ....................... ~
Lead car/clcrJy car .7"' 'r
Local. . . . . ./J[.G.--:-.(4A.IqUi;.. ~
Car for pallbearers
Local........................... I-=-
Out of town Innsponation' . . . . . . . . . ~
I-=--
S-=- -r. .1
SUB-TOTAL OF AUTOMOTIVE EQUIPMENT........ A~
TOTAL OF PROFESSIONAL SERVICES,
FACILITIES AND AUTOMOTIVE
EQUIPMENT . .. .. .. .. . . . .. .. .. . . .. . . . . . . . . . . .., A
We charJc you fO( our sc:nices in obtaining;
(specify ctlSb advances thaI ani marked-up)
_ ~....,c"'
I v "'-"'-
B. CHARGE FOR MERCHANDISE SELECTED:
Caskel.......................... s~ D'
(Descriplion) jf'*i ~ L~&1
. /4"SIr
Other Receptacle . . . . . . . . . . . 1_
(Description)
13S~ .
SlJMJIAKY OF CHARGES
A. Professional Services. Facililies and
E~pment. and AutOfJlOlh'e . S2,S:"'aw
Equipment .. .. .. .. .. .. .. .. .. . ... ~ .
B. ~rchandise.... .. . . .. .. . .. .. .... ~. AV
'C. SpccialCharges .... ....... ....... S~
O. Cash A~vances................... S:r:LL-1DiI c.-'2o.~
TOTAL OF ALL SEC1'IONS. . .. . . .. .. .. . .. .. . . . . ... ~ .
PAID AT TIME Of OR PRIOR TO' .
. ' -0 -
AIlKANGEMENTS. . . . '-,0;.; ~c.f;I.. . ./ 'f i:;) '/ /.. 1m ufJ
BAlANCE DUE. . .. . ~~-:-....~ . .. ..,.. . . . ":1. ~J. 'f. . . S ' ~
REASON FOR EMBALMING -. S- 'l:.l..-o I ~ '2>><-
v (.. .""e-
If any aw. cemetery, or crnnatory requirements have required the p
of any ?f the items listed abuve lhe law or requirement is explain below.
Outer burial container............. I~
(Descriprion)
Acknowledgemcot cards ....:~. .".'''. ~
Regisler book(s) . . . . . . . . . . .. s~
Memory folders. . . . . . . . . . . . . _ S~.
Pra)'er cards. . .. . . . . . . . . . . . . . .. s---i.i..-
Temporary grave marker........... I~
Burial clothing... . .,. . . .. .. ..... . S_
agree that I have examintd the: items of 10005 and services sclected above and found the:m to be correct and according to the an:angements I have rcqllC5led. I acknowledge
:ccipl o.f a copy of Ihis Statement of functal Goods and ScrviQl$ SeleCted. I reprcscntthall bave sufficient funds :JY;Jilablc for ll2yment of tbe cash price for lhe goods
~d scn'lces sclCCled. I also agree to make payment of S~N fV"- within 7 () days. I allree to be ~)intly and severally liable with an)'one ebe who
IDS below. A laIr cha e of mon amounting to I 1.--"'Zu per year will be appliro to tbe unpaid balance beginning ;;> I days
om lhe date of lhis men ill Iso to the F tal Director all reasanable COSts paid by the Funeral Director to collcct amounts I owe under this agrermcnl.
Ilosc C~IS may . a s. c "COSIS and her COSts. An)' additional services or merchandise urderro or requesced afll:r lbe date of Ihis agrcemcRl will .
'COllSl red a8re t and he: tOSI Iher will be reRected on tbe final bill or 5latemcm.
:-~I S- ~ L. 2.. . 2- -.. I
(
,
(Purchaser}
WI liTE .' FuftCral DilCl:IUf
,..
COMMONWEALTH OF PENNSYLVANIA
. . 114l-tERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
ESTATE OF Shirley L. Nesmith
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
DESCRIPTION
AMOUNT
PP&L
$288.33
Verizon
$131.47
April Health Care
$68.77
M Yohn - taxes - real estate - $1,036.70 and taxes - $288.06
$1,324.76
Smith Radiology
$10.00
Hartford Home Insurance
$330.86
Comeast
$148.85
Upper Allen Township - sewer
$28.44
Hartford - ear insurance
$46.54
Bank fee to open account
$25.00
Susquehanna Surgeons
$89.14
Andrews & Patel
$185.97
World Painting
$970.00
Home Depot
$25.30
Rod Nesmith
$92.67
Montour Oil Company
$358.64
Mountz Jewelers
$80.00
Potteger's Auction
$241.08
Repairs
$1037.00
Home Paramount
$40.00
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$5,522.82
Copyright 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
. ' I IMiERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Shirley L. Nesmith
FILE NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Rodney Nesmith, 1118 W. Lisbum Rd., Mechanicsburg, PA 17055 Son 25% ofremainder
2. Kim Meek, 431'SAURY Rd., Dillsburg, PA 17019 Daughter 25% of remainder
~~~'f
3. Matthew Nesmith, 1118 W. Lisbum Rd., Mechanicsburg, PA 17055 Grandson Share 0150% of
remainder In Trust
and 2 rings
4. Holly Meek, 43 TS"'I'A)I Rd., Dillsburg, PA 17019 Granddaughter Share of 50% of
~,ueR't remainder in Trust
and ring
5. Katie Meek, 43 ~ Rd., Dillsburg, PA 17019 Granddaughter Share of 50% of
~~~'f remainder in Trust
and 2 rings
6. Ben Meek, 43 Tarnrny Rd., Dillsburg, PA 17019 Granddaughter Share of 50% of
remainder in Trust
--J~~'f and 2 rings
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. INUN- I:: IIIUN::>:
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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $0.00
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 David James Thorpe, Esq.
01-29-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
101
APPEAL DATE: 03-30-2007
( See rellerse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE. OF lI'lHERITANCE TAX
'APP~Ai$~t:tE:'~T,'!~[LOWANCE OR DISALLOWANCE
~F DEDUCTIONS ~D ASSESSMENT OF TAX
2001 FES - 2
Pli 12: 3~:~~TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHi\N'S COURT
CUtF"'~':" 'I' FY\
RICHARD C RUPP ESQ
RUPP & MEIKLE
355 N 21ST ST STE 205
CAMP HILL PA 17011
-
REV-1547 EX AFP (06-05)
SHIRLEY
L
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NESMITH SHIRLEY L FILE NO. 21 01-0510 ACN 101 DATE 01-29-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(9)
ClO)
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
100,500.00
85,679.81
.00
.00
11,220.42
34,126.58
134,869.20
(8)
14,161. 00
5.522.82
Cl1)
Cl2)
Cl3)
Cl4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
R I S:
P YM NT
DATE
08-20-2001
Cl5) .00 X DO .00
Cl6) 346,712.19 X 045 = 15,602.05
Cl7> .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= 15,602.05
AMOUNT PAID
15,000.00
NOTE:
T
R CEIP
NUMBER
CD000176
(+
PAID (-)
780.10
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
366,396.01
19.&R3.R?
346,712.19
.00
346,712.19
TOTAL TAX CREDIT 15,780.10
BALANCE OF TAX DUE 178.o5CR
INTEREST AND PEN. .00
TOTAL DUE 178.05CR (i
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" '--'. ,~- ,-~
INHER1TANCE TAX
~EtrlRDADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
I,? (,'
'- I I i
KIMBERLY A MECK
410 CABIN HOLLOW RD
DILLSBURG PA 17019
REV-1604 EX AFP (03-05)
,. ":,,PATE
I' (-ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
01-30-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137846
L
SHIRLEY
Amount Remitted
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-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 01-30-2007
ESTATE OF NESMITH
SHIRLEY
CUMBERLAND
L DATE OF DEATH 05-21-2001
F I L E NO. 21 01 - 0510
ADJUSTMENT BASED ON:
COUNTY
S.S/D.C. NO. 209-28-9239
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACN
01137846
ACCOUNT NO.
82662-11
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 07-14-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
c;J
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*'
REV-1604 EX AFP (03-05)
RODNEY L NESMITH
1118 E LISBURN RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-02-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137847
SHIRLEY
L
Amount Remitted
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-1604 EX AFP (03-05)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 02-02-2007
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
ADJUSTMENT BASED ON:
S.S/D.C. NO. 209-28-9239
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01137847
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-11
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 07-14-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
vnll M4V RI" nlll" 4 R"'I"UND_ S"'''' R"'VERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
'*
REV-1604 EX AFP (03-05)
KIMBERL Y A MECK
43 TANNERY RD
DILLSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-02-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137848
SHIRLEY
L
Amount Remitted
PA 17019
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-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 02-02-2007
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01- 0510
ADJUSTMENT BASED ON:
S.S/D.C. NO. 209-28-9239
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01137848
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-05
TYPE OF ACCOUNT: (X) SAVINGS () CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 07-14-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
* IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*'
REV-1604 EX AFP (03-05)
RODNEY L NESMITH
1118 E LISBURN RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-02-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137849
SHIRLEY
L
Amount Remitted
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
4-
--------..............--....--...-----.------------------------...-...-----------------...--------------------------------------------------....---------------
REV-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 02-02-2007
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
ADJUSTMENT BASED ON:
S.S/D.C. NO. 209-28-9239
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01137849
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-05
TYPE OF ACCOUNT: (X) SAVINGS () CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 07-14-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~_
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
'*
REV-1604 EX AFP (03-05)
KIMBERLY A MECK
43 TANNERY RD
DILLSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
02-02-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137850
SHIRLEY
L
Amount Remitted
PA 17019
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
of-
...........-----------..------.--------..---....-------------....----------.---....--------.----------.-----------------.-.-----------...-----.-----...---------
REV-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 02-02-2007
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
ADJUSTMENT BASED ON:
S.S/D.C. NO. 209-28-9239
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01137850
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-40
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 07-14-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.166
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE nn
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
0.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
*'
REV-1604 EX AFP (03-05)
RODNEY L NESMITH
1118 E LISBURN RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
01-30-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
209-28-9239
01137851
SHIRLEY
L
Amount Remitted
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-1604 EX AFP (03-05)
-- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 01-30-2007
ESTATE OF NESMITH
SHIRLEY
L DATE OF DEATH 05-21-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0510
ADJUSTMENT BASED ON:
S.S/D.C. NO. 209-28-9239
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
01137851
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
82662-40
TYPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED 07-14-1997
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
14,068.22
0.166
2,344.75
.00
2,344.75
.45
105.51
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(AJ
REV-1470 EX (6-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Shirley L. Nesmith
FILE NUMBER
REVIEWED BY
Joan Peters
ACN
2101-0510
01137846,01137847,
01137848,01137849,
01137850,01137851
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was reported on the Inheritance Tax Return.
ROW
PaQe 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210'01
HARRISIURG PA 17121-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(\I[!(,:: (iNHERITANCE TAX
'\..,., i II I,i. ,:
<. ',~T~TEMENT OF ACCOUNT
*
REV-l'07 EX AFP (03-05)
2007 MAR -5 PY'l I: 21
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-20-2007
NESMITH
05-21-2001
21 01-0510
CUMBERLAND
101
SHIRLEY
L
RICHARD C RUPP
RUPP & MEIKLE
355 N 21ST ST
CAMP HILL
CLEI1;< OF
ORPHA,N'S COLJRT
E~!! !."'r~". 1:',", r"
~!i\':.';., -':.', r</-i,
STE 205
PA 17011
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
... RETAIN LOWER PORTION FOR YOUR RECORDS
+-
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF NESMITH
SHIRLEY
L FILE NO. 21 01-0510
ACN 10 1
DATE 02-20-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FI8URE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-22-2007
PRINCIPAL TAX DUE: 15,602.05
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-20-2001 CDOOO176 780.10 15,000.00
01-29-2007 REFUND .00 178.05-
TOTAL TAX CREDIT 15,602.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
q