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IX(03-19)(il�
REV-1500 OFFIGIAL USE ONIY
eureau of InGivitlual Tanes County Ccde Year File Number
ao sox ieo6ol INHERITANCE TAX RETURN ,�I I ) G J�L'�G
Narrisburg, PA 1]I28-0601 RESIDENT DECEDENT
ENTER DECEDENTINFORMATION BELOW
Soaal Security Number Da�e o}Death MMOOYYYY Date of Birlh MM�DYYYY
03262015 09061933
�eceCenCs Last Name SURx Decetlenfs Firet Name MI
Harris Mary E
(If Appllca0le)Enter Survlving Spouse's In/ormatlon Below
Spouse s Last Name SuRz Spouse's Firel Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
m 1.Original Retum O 2, Supplemantal ReWm p 3. Remalntlar fteWm(tla�e o(tleaN
prior�0 12-0182)
p 4.AgrialWre Exemp�ion(tlate of p 5. PoWre Interest Compromise(Oata of p 6 Federal Estate Tax Return Requirea
deatM1 on or afier]4-2012) tleaU after 1242b2)
� l. �ecetlent Died Tesfate O 8. �ecetlen�MaintainM a Livinq Trust ° & Tolal Number of Sa/e Oeposit Boxes
(AtlachcopYo(vnll.) (Atlac�copYo��mst)
p 10. Liliga[ion Pmceeas Receivetl O ��-Non-Proba�e Trans(eree ReWm O �Z. DeierraVEledion of SOousal Tmsls
(SCM1eaule F antl G Asu�s Only)
O 13. Business AsseLs O 14.Spouse is Sole Benefdary
(Notms�involvetl)
CORRESPONUENT- TilS SECTION MUST BE COMVLETE�.ALL COPRESPONDENCE AND CONFI�ENTIRL TR%INFORMATION SNOIILD BE UIRELTEO T0:
Name �aytime Telephone Number
Barry R. Smith 717-486-5577
Flrst�ine o/Adtlress
22 Pinebrook Drive
Secontl Line o(ACdress
City or Post ORce State ZIP Cotle
Newville PA '172q1 - �
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CorreapondenYa ama11 atltlrean: NP' - __ `,�
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REGISTEROfV�ILL EONLV'�.�
PEGISTER OF WILLS OSE ONLV
UNTE FILEO MMOOYYYY - � -O � �'�
� T1
1
(J fl
� (J �U) �
(fJ
OATE FILED STAMP
PLEASE USE ORIGINAL FORM ONLY
Side 1
L �����II���'�A����SOI56I1�I1IO�W���IIN�������� 1505614105 J �
�0
J 15�56142�5
REV-1500 EX(FI)
DecetlenCs Social Secunty Number
o�aaem�:Heme: Mary E. Harris
RECAPITIlLAT10N
1. Real Estate(ScM1edule A). . ... . .. ... ... . .. . ... .... ... ... .... . .. . ...... 1. �
2. Stocks antl Bontls(Schetlule B) .. . .. ... . ... .... ... . .. .... ... .... ...... 2. 1,636.16
3. Closely Held CoryoreGon,Partnership or Sole-Pmprietorship(Schedule C) . ... . 3. �
4. Mortgages and Notes Receivable(Schetlule D). .... ... . .. . ... ... . ... . ... . 4. �
5. Wsh,Bank Deposi�s antl Miscellaneous Pereonal Property(Schetlule E�.. . ... . 5. 72,fi9C23
fi. Jointly Ownetl Pmpehy(Schedule F) O Separete Billing Requestetl .. . ... . 6. �
]. In�er-Vivos T2ns�ers&Miscellaneous Non-Probate Property
(Schedule G) O Separale Billing Requwted... . .. . . ]. 0
8. Tofal Grws Assets(total Gnes 1 ihrou9h]).. . ....... ... ....... .... ... .. 8. 74,332.39
9. Funeral Enpenses and Atlministretive Cosis(Schetlule H�... .... ... . .. . ... . . 9. 4,676.32
�0. DebLs o(Decedent,Mortgage Liabili�ies and liens(Schedule I).... .... .. . ... . 1�. 1,356.72
11. Total DeEuclions(lo�al Lines 9 and 10)... . ... .... ... ... .... .... ... ... .. 11. s,U3$.�4
12. Net Value of Estate(Line 8 minus Line 11) . ... . .... ... .. . .... ... . ... ... . 12. 68,299.$5
13. Chantable and Govemmen�al Bequesis/Sec.9113 Trusts for which
an eiection m tax has not been made(ScheGNe J) ... ... . .. .... .... ... ... . ia. 0.00
14. Net Value Subject to Taz(Line 12 minus Line 13) .. ... . ... ... .... ... .... . 14. 68,29J.35
TAX CALCULATION-SEE INSTRUCTIONS FOR AVPLICABLE RATES
15. Amount oi Line 14 taxable
at the spousal tex rete,or
transfers under Sec.9116
(a)(12)X A_ 15.
16. Amounl of Line 14�axable
atllnealrate x.045 68,299.35 �s. 3,073.47
1]. Amount of Line 14�axable
at sipling rate X 12 il.
18. Amount of Llne 14 taxaGle
atcollateral ra[e X.15 iB.
19. TnuOUE . ._ ..._ ....... ._ _. . ... ... ... .... .... .. .... .... ... ... . 19. 3�073.47
20. FILL IN THE OVAL IF VOU ARE REOUESTING A REFUND OF AN OVERPAYMENT O
❑n0er penalties ol pe�ury.I Ueclere I M1ava examinetl Nis reNm,IncluOinq aCCOmpanying sc�e4Wes antl s�3t¢men13,ana lo t�e bPsl of my knOwl¢dge antl t¢lie[
it is tme,mmecl antl mmplele. Declaretion of preparer MM1ar�ban�M1e person responsiEle(or fling I�e reWm is basetl on all inkrtna�ion of wM1icM1 preparer M1u
d�Y k(IOwIG'�g9.
SIGNATl1RE EFSON RE SIBL OR FI G RETURN DATE
6����r
nooaEss
22 Pinebrook rive, Newville, PA 17241
G TURE OF PREP THER TH N PER N RESPONSIBLE FOR FILING THE RETl1RN �ATE
(0 13 lol -
ESS
Ja es Proctor Law Offce, LLC, 3 . High St., Ste. 202, Carlisle, PA 17013
�
L iiellllllllllsl�l��l�lI�II��I�IIIIIIIIIIIINaN S,de2
1505614205 J
REV4500 EY (R) Paga 3 File Numbar
DecedenYs Complete Address:
DECEDENT'SNAME
Mary E. Harris
�STREETA�ORE55
210 Big Spring Rd.
____—__—__—_ _—. _._—_—_. _ __ — _ .
�ciTv . .. . . .. srnie -... .. I�zid �
Newville '� PA 17241
Tax Payments and Credits:
1. Tax�ue(Page 2,Line 19) (7) 3,073.47
2. Cfedi�5lPayment5
A.Pnor Paymenis _____ ____ �
e.Dismunt 153.67
(See lnsimctlons) Total Credils(A�B) (2) 153.67
3. Inlerest
(3� 0.00
4. ItLine 2 is grealer ihan Line 1 +Lirre 3,en�er�ha diHerence. This is Ihe OVERPAYMENT.
Pill In oval on Page P,Line 10�o request a refund (4)
5, If Llne 1 «Cine 31s Area�er than Llne 2,enter�he dlRerence.Thls Is Ihe TAX DU& (5) 2,919.80
Make check payable to: REGISTER OF WILIS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Ditl decedenl make a irare�erand: Yes No
a. retain ihe use or ir�come of the ProPerty transferte0 ..... .............. .................. ,.......... ❑ �
b. relain�he ngh��o designate who shall use ihe properly Vansfened or its inCome ............................................ ❑ �
c. retain a reversionary in�erest ........... ............... .._....... ._...._.._ ..._........ ❑ �
d. receive ihe Promise fa life of either paYmenis,benefi�s or pre?...................................................................... ❑ �
2. I(death occur2d atter Dec.12,1982,did decedent Vansfer properry within one year of death
wi�hoNreceivingadequa�emnsidera�ion� ..._._, ._._._ ._._._ .. ❑ �
._........ .
3. Did deredent own an'in W s�fol'or payable�pon-0ea�h 6ank awoun�or seanty a�his or her dea�h?......_...... ❑ �
4. Did tlecedent own an individual retirement accoun�,annuity or other non-pmbate pmperty,which
contains a beneficiary Oesignation? ..... ............... ,_...... .,......,. .,. � ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE RAS PART OF THE RETURN.
For dates of dea�h on or afler July 1, 1994,and befare Jan.i, 1995,Ihe tax rate imposed on ihe net value of trans�ers to or for the use of�he surviving spouse
is 3 percent�72 P5.§9116(a)(1.11(i)1.
For dates of death on or a8er Jan. 1, 1995, the tax ra[e imposed on me net value of Iransfers to or for ihe use af the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not ezempta iransferto a suniving spouse from tax,and the statutory requiremenis for disclosure of assets and
fling a tax retum are still applicable even if the surviving spouse is the only benefciary.
For dates of death on or afler Juty 1.2000:
. The tax rate imposetl on the net value of transfers fmm a deceased chiltl 21 years of age or younger at death to or for ihe use of a naWral parent, an
adoplive parent or a slep-parent of the child is 0 percent[72 P.S.§9116(a)(12�].
. The tax rafe imposed on ihe net value of Vansfers to or for the use of the decedenfs lineal benefcianes is 4.5 percenL except as noted in[/2 P.S.§9116(a)(1�].
. The tax rate imposed on the net value ot transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a�(1.3)].A sibling is defneQ
under Section 9102,as an individual who has at least one parent in common wiM ihe decedent,whether by blood or adoption.
REVd503 E%�(02-15)
� pennsylvania SCNEDULE B
DEGAPMEMOFPEVENOE
,��EaRa��E*�AEnA� STOCKS & BONDS
aEs�oErvr oECEOEnr
ESTATE OF FILE NUM9ER
Mary E. Harris 2015-00366
All praparty jointty owred w2h right of survivorship must be dixlosed on Rhedule F.
ITEM VALUE HT DATE
NUMBER DESC0.IP110N OF DEATH
1.
Stock-Albermade Corporation 1636.16
TOTAL(Also enter on Line 2, RecapiNlation) ; 1636.16
If more space is needeQ insert atldi[ional shee6 of the same size
c=v-�soe ez+ �ozas
i pennsylvania SCREDULE E
� oErmm�ervtoFAevenue CASH� BANK DEPOSITS @ MISC.
'""E""""�E*"'"E��a" PERSONALPROPERTY
aesmervr oECEOExr
ESTATE OF: FILE NUMBER:
Mary E. Harris 2015-00366
Indude the pmceeds of litigation and the date the praeeds were rxeived by the esWte.
All proDertyjolntly owneAwieh right of survivorehip must 6e disclosedon Rhe Nle F.
ITEM �ALUE AT DATE
NUMBER DESCRIPTION OF DFATH
�� Checking eccount(Senlander Classic Checking) 16,020.04
2. Savings account(Santander Extra20) 14,333.58
3. Direct Deposit 6onus(San�ander E�Ara 20 savings account) 10.00
4. CumbetlandCountyretlrement-March 313.31
5. Dividend(AlbermatleCorporations�ock) 8��z
6. Re(und Bom Green Ridge Valley of prepaid expenses Z.4z
7. Interes�eamed(Santander) 023
8. Refund fmm Presbylerian Homes of prepaid ezpenses 1,956.4�
9. Refund fiom CSO of unearned Mediraid premium 74.49
10. Cumbedand County retiremenL CloseoW 205.00
1L SantantlerSecun�ieslPershinginvestmentaccount 39,73025
12. Interest-San�ander Seari�ieslPershing inves�ment account 42.32
TOTAL(Also enter on line 5, RecapiNlation) ; 72,69623
If more space is needed, use additional sheets of paper of the same size.
REV-3t0 fN� ;OZ 15)
i': pennsyNania SCHEDULE G
� oernnrnenroFaevenue INTER-VIVOS TRANSFERS AND
mxexrrarvceruxrruxn MISC. NON-PROBATE PROPERTY
aesioenr oEc�oErvr
ES7A7E OP FILE NUMBER
Mary E. Harris 2015-00366
Thls schedule must be rompleteG and fileE If the answer ro any of ques[ions 1 through 4 on page Mree of the REVd500 Is yes.
ITEM DESCRIPTION OF PROPERTV DATE OF DEATN Wo OF DECD'S EXCWSION TA%ABIE
ixcwoE�rume ov TMe ia.wsreaa,TMe�e uunoxsxiv m oeaoex*>xo
NUMBER �rvEw-�o�rraxs�en nn<cx��wvarmEweoioxxu�Es<h VALUEOFASSET INTEREST ifwucm� VALUE
1� Baltimore Life Policy Number SC000000740 IRA, paid�o Barry R.Smith, 15,805.64 100 0
�o�of����ti o
TOTAL(Also enter on Line 7, RecapiNla[ion) § �
11 more space is neetle0, use addi[ional shee[s of paper ol the same size.
4tV-1511 EX+ (ObLS)
i pennsylvania SCHEDULE H
�� oevmm�wrorAeve�vue FUNERAL EXPENSES AND
�""Ea�T^"�ET^""�*�"" pDMINISTRATIVE COSTS
aesoerv.oeceoex.
ESTATE OF FILE NUMBER
Mary E. Harris 2015-00366
DecedeM's debts must be reported on Schedule I.
IiEM
NOM6ER �ESCRIPTION AMOUNT
0. FUNERALEXPENSES:
1.
�.�0
B. ADMINISTRATIVE COSTS',
1. PersanalftepresentativeCommissions: Q.pp
tuame(s)o�Personai xepresentative(s) Barty R. Smith
__.__.. . . ....
Street ndaress 22 Pinebrook Drive
... . .._.._._.._ _. . .
ciry .Newville Stare_PA ZIp17241
Yeaqs)Commission PaiG: NA
1. AttorneyFees�, 4,16024
3. Famlly ExemO�ion: QFGeceGenPs adGress�is not Me same as tlaimanPs,attzch explanatlon.) 0.00
Claimant
5[reet AGOress
C[Y _.._. ___ .. __._.—. State ZIP
ItelaHonshlD o(Clalman[to DereEen[
<. Probate Fees: 235.50
5. Acmuntan[Pees�, 0.00
6. Tax Rehm Preparer Fees: 100.00
�� Piobatenotice-CumbedantlLawJoumal 75.00
e. Pmbatenotice-Sentinel 105.58
TOTAL(Also enter on Line 9, RecapiNla[ion) ; 4,676.32
If more space is neetled,use additional sheetr of paper of[he same size,
eEvasia ex+ �oz-is�
i` pennsyNania SCHEDULE I
� oeannnnwrorarvervue DEBTS OF DECEDENT�
�""Ea�T^"�ET^"�T�"" MORTGAGE LIABILITIES & LIENS
aesmenr oeceoenr
ESTATE OF FILE NUM9ER
Mary E. Hartis 2015-00366
Report Eebb incurreE by the decedent prior to death that remained unpaid at Me date o(death,including unreimburned medial expenus.
IIEM VAWE AT DATE
NUMBER DESCRIPiION OFOEATH
1� Life insurance premium(Baltimore Life Insmance) 90.00
2. Ambulance service(Cumberland EMS) 104.68
3. Prescnp�ons(MillenniumPhartnacySystems) 1,116.41
4. Medical service(Mobilex Diagnostic Systems) 45.63
TOTAL(Also en[er on Line 10, Recapitulation) ; 1,356.72
if more space is needetl, insert additional shee[s o/the same size.
WILL OF
MARY E. HARRIS
I, Mary E. Harris, of Cumberland County, Carlisle, Pennsylvania,
declare this to be my last Will and hereby revoke all prior Wiils and
Codicils.
1. I direct that all my just debts, funeral expenses,
gravemarker and administrative expenses shall be paid
from my residuary estate as soon as practicable after my
death.
2. I direct that afi inheritance, estate, transfer, succession
and death taxes of any kind whatsoever which may be
payable by reason of my death shall be paid out of my
residuary estate.
3. I direct that my entire estate be distributed as follows:
A. I direct that my entire estate go to my son, Barry
R. Smith.
B. I have another son Dean E. Smith, but I choose
not to leave anything to him.
C. Should Barry predecease me, I direct that my
entire estate go to my granddaughters, Michelle
Bourr.e and Cynthia Klinger in equal shares.
4. I appoint 6arry R. Smith Execator of this my last Will.
Should Barry R. Smith, predecease me or cease to act in
such capacity, I appoint Michelle Bourne as alternate.
5. The Executor of this Will shall have the power to
distribute my estate in kind or in cash, or partly in either.
6. I direct that no Executor acting under this Will shall be
required to enter bond in any jurisdiction.
IN WITNESS WHEREO�, I have hereunto set my hand this
��T day of -'�� L Zl �� i� . , 2011.
, ��� � � ,_ �"' //c. � i� ��
Mary E~ Harris
inx�orricesnr � a
STEPIIEN . HOGG c "' � m
m c�
_. o � � o
195.IIANOVGRSTREET ;a � � N p
SUITG 101 t�� =C n -t n
CARLISLE.PA 17013 "� C;. j-i N ��i o
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I r T
: � 1 t-� V j ' T
I �1 I I G:i . .,1 � n
. A'7�.��',. '� �� ':.,j N I- RI
� . .. -� ... rn 0
The preceding instrument consisting of this and one other page
was on the day and date hereof signed, published and declared by
Mary E. Harris as and for her last Will in the presence of us, who at her
request, in her presence and in the presence of each other have
subscribed our names as witnesses hereto.
,\ :�`,.I �,.'�, ..! lj '1 � , �' ���" i't 1\ �-� �� - '�.- -_.
1 /
WITNESS ' �(NITNESS '
Lnwnrr�f:P;Sov
STEPHEN J. HOGG
19 S.IIANOVBH STREET
Slll'fE 101
CARI.ISLG,PA I70U
ACKNOWLEDGMENT
State of Pennsylvania
ss
Counry of Cumberland
I, Mary E. Harris, the Testatrix, whose name is signed to the
attached or foregoing insirument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the
instrument as my last Will; that I signed it willingly and as my free and
voluntary act for the purposes therein expressed.
l)��' z��,.£ /G : �� �
Mary E:Harris
Swom to or affirmed and acknowledged before me,by Mary E.
Harris, the Testatrix, this � (day of_, �� t%�«'�� �
zo,,. r �A�.�_.__ : �� � �, ;.
��
; ��.�,�� � � ���
L ��`�T��O��N'�Niftar� Public/Attor
6vi ceacu;;::to�v-+�o':cs[t�s:+1a-5,r.na,
_.�...._....... __ •
AFFIDAVIT
State of Pennsylvania
ss
County of Cumberland
,
we, r���(��� ( dl[l�k;r; and -/su- /<' C� ��:,•��, tne
witnesses whose names are signed to the ariached or foregoing
instrument, being duly qualified acccrding to law, du depose and say
that we were present and saw the Testatrix sign and execute the
instrument as her last Will; that the lestatrix signed willingly and
executed it as her free and voluntary act for the purpoees therein
expressed; that each subscribing witness in the hearing and sight oi
the Testatrix signed the Will as a witness; and that to the best of our
kno�ledge the Testatrix was at that time 1 B or more years of age, of
so nd ind and,under no constraintpr undue influence. (1
,; � ; �� (;' ) � 0 i �- �l �-� p �`T
�Sy�om to or affirmed and subscribed to before me by witnesses,
this =( dayof v�:= C ' t [. , 2011.
--- — , � ,✓.,
;— __... ._... . . ' j�. ',%l,
ux�rnrirtsoF I 4i(1Td!'MiiF�i_.4F':dd7. . . ... : ��
STEPHENJ. HOGG � ����.taa�¢,E;,�s.n.r���rypublic/Ariorney;' .
19S.HnNOV8RS7RHCl' C[ariL*5+�:�; n_F�n...�,�;.F .
SUITE 101 �Mp W„�at r :.: _ . i � ':. ��� ; .
CARLISLE,PA 170U � � . . '�'� '