HomeMy WebLinkAbout96-00271
No. 21-96- 271
Estate of
Eileen Davis
, Deceased
DECREE 0.' PROBATE AND GRANT 0.' LETTERS
AND NOW APR IL 2. 19~. in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrumenl(s) dated April 4. 1995.
described therein be admitted 10 probate and filed of record as the last will of
Eileen DAVis
and Letters
are hereby granted 10
TestAmentAry
Wesley L. Bard
FEES
Probate, Letters, Ete. ......... $ 235.00
Short Certificates( 5 ) ... . . . .... $ 15.00
~~~~n9~ation ................ $ 3 .00-
JCP $~
TOTAL _ $ 258.00
Filed ..... .~~~.I.~ . ?...1 ~?!i. . . . . . . . . . . . . .
Stephen D. Tiley
1132318
ATIORNEY ISUP. CI. 1.0. No.)
5 S. Hanover St., Carlisle, PA 17013
ADDRESS
717-243-5838
PHONE
Called attorney on 4-3-96.
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I,AST WILl. ANI> TESTAMENT
OF
EILEEN DAVIS
I, ElI.EEN DAVIS. single woman, of the Borough of Cmlisle (770 South Hanover
Street), Cumberland COllllly. Pennsylvania, being of sottml amI disposing mind, memory ami
understanding. do hereby make. publish :lI1d declare this as and for my Last Will and Testament,
hereby revoking und making void :II1Y and all Wills and Codicils heretofore nlUde.
FmST
I direct the payment of my just debts and funcral expenses as soon after my death as may
be convenient.
I direct that all fetlcrul and Pcnnsylvaniu estate taxes, Pennsylvania inheritance taxes, anti
generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to
property passing untie I' this Will, shail be paid by my Executor from my residuary estate.
including any part of my residuury estate that otherwise qualifies for a deduction for federal estate
tax purposes. I direct my Executor not to seek reimbursement for any tax so paid from any
beneficiary under this Will, heir of mine. or other transferee of property included in my gross
estate.
SECOND
I declare that I am unmarried und have no children.
THIRD
In the event, at the time of my death, I am indebted to my dear friends. Joan Powell and/or
Carl Powell, presently residing at 285 Peekskill Hollow Roatl, Putnam Valley. New York 10579,
for funds loaned to me when I needed them during my life. I direct my Executor to reimburse them
first. as an Administration Expense. prior to the making of any distributions under this my Last
Will and Testament.
FOURTH
(a) I give and bequeath the sum of $1.000.00 to my neighbors and friends, Lorraine
Levins and Thomas Levins. presently residing at915 Albert Road. Peekskill. New York 10566.
Provided however. in the event both of them shall predecease me then this bequest shall lapse.
(b) I give and bequeath the sum of $100.00 to Dorothy M. Hostetler. of 770 South
Hanover Street, Carlisle. Pennsylvania 17013 in appreciation of her willingness to serve as my
attorney-in-fact.
FIFTH
All the rest. residue and remainder of my e~tate. real, pers1mal and mixed. and
wheresoever the sUllie may be situate. I give. tie vise anti bequeath as follows:
A.) Forty (40%) percent to the Alliance Home of Carlisle. PA. Inc.. 770 South Hanover
Street. Carlisle. Pennsylvania 17013. a not for profit association;
B.) Twenty (20%) percent to the Nyack Missionary College. Nyack. New York 10960:
C.) Twenty (20%) percent to the Christian and Missionary Alliance. with principal
offices presently loeated at 8595 Explorcr Drivc, Colorado Springs, Colorado 80920:
D.) Twenty (20%) percent to International Bible Society with principal offices presently
located at 1820 Jet Stream Drive, Colorado Springs. Colorado 80921.
, .
SIXTH
I herehy nominute, constitute and appoint Wesley L. Bard, who resides at 11511 Yellow Hill
Roud, Biglerville,Pennsylvunia 17307, as Executorof this my Last Will and'lestament. I direct
that the suid Wcsley L. Bard tuke and rcceive the stundurd Execulor's conttttission due him and for
th:1l reason I have not othcrwise named him in this Will. In the event of the rcnunciation, death,
rcsignationor inahility to act for any rcason whalsocver of Wesley L. Bard, I nominatc, constitulc
und appoifllthe Administralor of the Alliance flome of Carlisle, PA, Inc., whomever that may hc
lllthe time of my death, :IS executorof this my Last Will and '(estument, but should thc nmlling of
thc Administrator of the Alliance Home atthc time of my death be ineffectivc for uny rcason, such
as ulack of spccilicity,thcn I nominate, constitute and u(l(lointthc Alliuncc Home of Carlislc, PA,
Inc" in its corporate cupacity, to serve as exccutor of this my Last Will and Testament. I further
directthut no bond or other security shall he rcquircd of any executor or Exccutrix uppointed in
this Will for the performance of his, lwr or it:; dUlies in any jurisdiction in which he, she or it may
be culled upon to act, The terms Execulor or Executrix may hc used inlcrchangcably in this Will
and shull rcfcr to allY Exccutor or Exccutrix appointed in this Will, or uny othcr Administrator
appointcd by a court of competent jurisdictioll.
SEVENTH
In addition to, and not in limitation of, thc powcrs conferrcd by law or by othcr provisions
of this Will, my Executor shall huvc the following powers, euch of which may be excrcised from
time to time by my Executor in his sole discretion:
(a) To rctain in the form rcccivcd, and to sell either at public or privatc sale, or to
distribute in kind, any rcal or personal property.
(b) To manage both rcal and personal propcrty.
(c) To investund reinvcst in all forms of property, notwithstanding the factthutuny or
ulI of the investmcnts Illude ure of a charactcr or size which but for this expresscd
authority would not be considercd propcr for an Executor.
(d) To exercise any option or rights arising from the ownership of investments.
(e) To compromise c1uims without court approval and without the consent of any
beneficiary .
IN WITNESS WHEREOF, I have hcreunto set my hand und seal to this my Last Will
and Tcstament, written on two (2) puges, this 11>.:3 duy ofM:mm, 1995.
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Eileen Davis
(SEAL)
Signcd, scaled. published, and declarcd by Eilecn Davis, the Testatrix above named, US and
for her Last Will and Testament, in our presence, who, in her prcsence, at her rcquest, und in the
presence of each other, have hcreunto subscribed our names as attesting witnesses.
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21 - 96 - 271
REGISTEH 01,' WILLS OF ~~,-,,,,br\(i(t'^'( COUNTY
OATH or sunSCIUlUNG WITNESS
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(cach) a subscribing witncss to thc will presenled hcrcwith, (each) bcing duly qualificd according 10
law, dCP~f(~) and say(s) Ihat . ~l~,--l..Ufk..,.,..) prcscnt and saw
~(..{I",^ l'xllH ~)
the testal~'f--..-' signlhe samc and lhat .blh"f'- signcd as a witness allhc
request of teslat~ in hJ.!l-_ prcscncc and (in thc prcscncc of cach othcr) (inthc prcsencc of thc
other subscribing witncss(cs)). I~A'I'
Sworn to or affirmed nnd subscribcd beforc ~v
me this .x [i dny of
IY-.!l/o! '0 Ca.\.Q..~:>(. P A
'.'( r;/11rftt
R('/.:;s((!r
MARY C, LEWIS
(Nume)
(Address)
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REG"ISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
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(each) a subscriber hereto, (each) bcing duly qualified acc6rding 10 law, deposc(s) and say(s) lhat
familiar with tbc signnlUrc of
//-. . codicil
lcstal_ of (one of thc subscr}bing" witnesscs to)"ll1c will
thaI
prescntcd hcrewith and
codicil
bclicves lhe signnlllrc ()I1Ih~_.will is inlhe handwriting of
to the bcst of
knowledgc nnd belicf.
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Sworn 1(J-or nffirmcd :lI1d subscribcd beforc
me this dny of
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(Nul/W)
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(Address)
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R('Kisll"
(Nume)
(Address)
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CEHTIFICIITlOtl OF NOTICE IJtlDEH HUI,E 'i. (j (a)
Name 0 f Deceden t : Eileen Davis
Date of Death: March 22,1996
Will No.
"'!lnin. No.
21-96-0271
To the Register:
I certify that notice of beneficial interest required by
Hule 5.6(a) of the Orphans' COllrt Hules was served on or mailed to
the following beneficiaries of the above-captioned estate on April
16 ,1996
Name
IIddress
See Attached
Notice has now been given to all persons entitled thereto under
Hule 5.6(a) except None
Date: April 16,1996
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Signat.ure
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Name Stephen D. Tiley
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IIrlrlress
5 South Hanover Street
Carlisle, PA
17013
Telephone (717) 243-5838
Capacity: Personal Hepresentative
X Counsel for personal
l"~presentat ive
FIHST AND FINAl. ACCOUNT AND I'HOI'OSED SCIIEDUI.E OF DISTIUJlUTION OF
WESLEY L. JlAItD, EXECUTOll OF TilE I,AST WILL AND 'I'ESTA~IENT OF EII,EEN DAVIS,
LATE OF '1'111' JlOHOUCJII OF CAHLISLE, CUMJlElU,AND COUNTY, I'ENNSYI.VANIA,
DECEASED
LE'IVI'E11S TESTAMENTAHY ADVERTISED:
CU~IBEHLAND I,AW JOUHNAL
Mny 31, June 7 and 14, 1996
TilE SENTINEL
May 22, 29, nnd June 5, 1996
DATE OF DEATII:
Murch 22, 1996
FSTATE FILE No. 21-96-271
PRINCIPAL RECEIVED
Accountant charges himself with the following principulumounts received:
1996
Apr. 4
4
4
30
May 15
June 5
Dec. 17
1997
Feb. 6
Apr. 30
30
4
Balance Farmers Trust Compuny checking uccount # 11-70791
Accrued interest to March 22, 1996
Balance Farmers Trust Company Statement Savings Account
#2-335024
Accrued interest to March 22, 1996
Balanee Chase Manhattan Bonk cheeking account #539-1-511739
Bnlance Chase Manhattan Bank IRA # 538-575171
24 - $50 Series E Bonds and 16 - $50 Series EE Bonds
Balance Merrill Lyneh Account #807-31120:
749.023 ML Senior Floating Rt Fund
Accured interest to March 22, 1996
3983.19 ML Ready Assets
Accrued interest to March 22, 1996
Mortgage due from Jose A. and Tondalayo A. Davilla
Accrued interest @ 7 1/2%
4
4
4
4
Readers' Digest Asn., Inc., pension plan
Refund check, Montgomery Ward/ Auto Express
Refund, The Alliance Home
Refund, 1995 Federal Income Tax
Medican insurunce check, Aetna Insurance Co.
Proceeds sale of oil and gas interests in West Virginia
Proceeds sale of stumps and jeweh'y
Insurance refund, ECC of Philadelphin
TOTAL PIUNCIPAL RECEIVED
-1-
3,608.911
3.36
5,816.72
10.68
11,544.66
20,967.18
2,508.04
74,620.011
1,099.60
3,983.19
43.60
3,840.26
73.39
84.42
5.00
391. 26
466.00
215.02
250.011
304.17
146.30
129,981. 75
INCOME HECElVEIl
Accountont ehorges himself with the following ineome amounts received:
1996
Apr. 3 Interest, Formers Tl'ust Com puny ehecking account # 11-70791 2.37
4 Hoya1ties on gus and oil interests 12.37
26 Interest on Estate ehecking aceount 7.82
May 28 Interest on Estate checking account 10.28
June 27 Interest on Estate ehecking account 10.08
July 18 Loss on redemption of Merrill Lynch occount (2,506.17)
25 Hoyallies on gos and oil interests 12.21
26 Interest on Estate checking aceount 39.95
Aug. 13 Interest on Davila mortgage 119.94
27 Interest on Estate checking aceount 136.78
Sept. 19 Interest on Davila mortgage 9.58
25 Interest, Merrill Lyneh 10.19
27 Interest on Estate checking aecount 150.95
Oct. 16 Hoyalties on gas and oil interests 11.60
25 Interest on Estote checking account 114.52
29 Interest on Davila mortgage 8.86
Nov. 25 Interest on Davila mortgage 8.13
26 Interest on Estate checking account 122.62
Dec. 18 Interest, Farmers Trust Company statement savings account
#2-335024 118.73
29 Interest on Estate checking account 133.28
31 Royalties on gas and oil interests 13.05
31 Interest on Davila mortgage 7.39
1997
'Jiiii:" 8 Interest, Chase Manhattan Bank cheeking occount 127.43
8 Interest, Chase Manhattan Bank IRA 939.32
27 Interest on Estate checking aecount 148.14
Feb. 27 Interest on Estate ehecking account 175.61
Mar. 13 Interest on Davila mortgage 18.93
18 Interest, Merrill I,ynch 600.00
27 Interest on F..state ehecking account 159.89
-2-
Apr. 25
1997
May 2
28
June 27
July 27
Intcrcst on Estntc ehccking nceount
Itoynlties on gns nnd oil intercsts
Interest on Estatc ehccking necount
Intcrcst on Estate chccking account
Intcrcst on f'-Statc cheeking aceount
TOTAL INCOME RECEIVED
DISBUltSEMENTS
Accountant c1aillls crcdit for the following amounts paid:
1996
May 15
15
15
15
15
15
15
15
15
16
21
21
June 6
12
20
24
24
July 25
25
25
Aug. 20
22
27
29
Frey and Tilcy, Lettcrs Tcstamcntary
Cumberland Law Journal, advcrtising Lctters
B1uc Mountain Anesthcsia Assoc., aeeount
Carlisle Hospital, account
Carlislc Hospital, account
Philip D. Carey, M.D., account
Uni ted of P A, telcphone service
MCI, long distance serviee
Belvcdere Mcdical Corp., account
Mountz Jewelers, appraisal fce
Carlisle Imaging Assoc., account
Heart Care Corp. of America, account
Moffitt, Pcase and Lim Assoc., Inc., account
Belvedere Medical Corp., aceount
Register of Wills, 1 short certificate
The Sentinel, advertising Letters
Carlisle Imaging Assoc., aceount
United of PA, final bill
Carlisle Hospital, account
Dennis Linc Cardiology, P.C., account
Moffitt, Pcase &. Lim Assoc., Ine., account
IV. C. Underwood, Jr., T.C., rcal estate taxcs on gas and oil intercsts
RWC Emergeney Physicians, account
ECC of Philadclphia, Inc., account
-3-
119.49
21.12
30.66
31.60
27.69
954.41
258.00
60.00
20.75
27.00
106.20
10.86
36.08
12.21'
174.72
79.50
15.47
15.54
6.96
70.19
3.00
67.37
3.56
7.77
736.00
11.99
8.67
1.87
10.84
146.30
TO: Dorothy M. Hostetler
770 South lIanover Street
Carlisle, PA 17013
Bequest in Paragraph FOURTH (b) of Decedent's will 100.00
Heeapllulation of Distribution:
Balanee for Distribution 114,397.45
Less above bequests - 1,100.00
Hesldue of Estate for Distribution 113,297.45
TO: The Allianee Home of Carlisle, P A, Inc.
now known as Chapel Pointe at Carlisle
770 South Hanover Street
Carlisle, PA 17013
40% of residue of estate:
Partial distribution April 3, 1997 40,000.00
Balanee for distribution 5,318.98
45,318.98
TO: Nyack Missionary College
Nyack, NY 10960
20% of residue of estate:
Partial distribution April 3, 1997 20,000.00
Balance for distribution 2,659.49
22,659.49
TO: Christian and Missionary Alliance
8595 Explorer Drive
Colorado Springs, CO 80920
20% of residue of estate:
Partial distribution April 3, 1997 20,000.00
Balance for distribution 2,659.49
22,659.49
TO: International Bible Society
1820 Jet Stream Drive
Colorado Springs, CO 80921
20% of residue of estate:
Partial distribution April 3, 1997 20,000.00
Balance for distribution 2,659.49
22,659.49
114 ,397 .45
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COUNTY COOL
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DA VIS, EILEEN 770 South IIltflOVer Street
SOCIAl $leURIIl HUMIIR DAIEOfOfAHt -[0;:" 01 iiii;,-" -- . Curlisle, P ^ 170 1:1
090-16-2814 3/22/96 4/27/18 CO,", Cumberlund
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o 2. Supplemcnlal Relurn
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rn l. Original Relurn
o 4. limiled Eltale 0 40. Fulure Inlrml\' Compromiul
(lor doles of death alter 12.12.82)
~ 6. Decedenl Died reltole 0 7. Dccedcnl Mointoinod a living TrUll
(Allach copy of Willi IAllach copy 01 Trull)
,n;...p, ESPPfilllENCE 'ANlliCONFIDENTlAL":fAX!INFORMATION :SHOULD BEiDIRECTEDiTO,
NAME (OMPL(I( MAI1IP4G AOOIl(50S
Stephen D. Tiley 5 South Ilunover Street
"lIP"ON( NUM'" -------- CUl'lisle. PA 17013
Remainder Relurn
(for dalos 01 dcalh prior 10 12.IJ.821
Federal Eslol~ TOk Relurn R~quired
TOlal Number of Safe Deposit BOkCI
'/ 1\~qV.;:~.~S~~~';~: . :~-i.'Ji :-~'i)tJ'i:
717 I
243-5838
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I. R.ol E,'ol. (Sch.dul. AI I 1 1
2. Slocks ond 8ond, (Sch.dul. 81 12 I
3. Closely Held SIock/Parlnership InlerOll (Schedule q { J I
4 Mortgages and Nolel Receivable (Schedulc OJ ( 4 I
5. Cosh, Bank Depoli" & MiscellaneauI Personal Property (5 I
(Sch.dul. EI
6. Jointly Owned Property (Schedule FI ( b I
7. T,on,'." (Sch.dul. GIISch.dul. l) I 7 I
8. Tala I Gran Ane" (lolallinel 1.7}
9. Funeral hpenles, Adminislralive Cas". Miscellaneous (Q) _.
Expense1 (Schedule HI
181
. .!. 29 , B~.l_..7.5
____un 2. 5Q8_,-(}4
3,!l13.65
123,560,OG
10. D~bts, Mortgage liabilitiel, liens (Scht!du'~ I)
11. Tolol Deductionl (tolollines 9 & 10)
12. Ne' Value of Eslole (line 8 minus line 11)
IJ. Charitabl~ and Govcrnmental Bequelh (Schedule 11
14. Net Value Subjectta Tax ILino 12 minus line IJI
1101
16,202.71
__.1E-, 779.04_
112,679.n4"
1 .IOO,(lll
(111
(12)
II Jl
(14)
Spousal Tranlfers Ifor dales of dealh oher 6.JO.94)
See Inslructionl for Applicable Perconloge on Reverse (151
Side. (Include values from Sch~dule K or Schedule MI
Amounl of line 14 laxable 01 6% role lI6l
(Include valuel from Schedule K or Schedule"" )
Amounl of line 14 tallable 01 15% role (171
(Include value I from Schedule K or Schedule M,I
Principal lox due (Add 10k from linel 15. 16 Clnd 17 )
(redits Spousal Povorty Credil PrIor Poymenh
X. =
x 06 =
I, I 00 ,l)l)
x 15 =
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(18)
D,scoun'
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[19} 165.1111
'101
165,llll
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If Une 19 is 9realer thon line 18, enler Iho difforence on Line 10 Th'I IS the OVERPAYMENT.
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Check'her.1f you are ,.quelting'a.refund of your ov.rpaym.nt.--.....-
II line 18 is grealer than Line 19. enler Ihe difforence on lIMe 21 Th.s 's 'he TAX DUE.
A Enler Ihe interelt on the balance due on tin!! 21 A
B Enler the Iota I 01 Line 21 and 11A on Line:nB Th,s 1\ In" BALANCE DUE.
Mak. Check Pa~~br. 10: R~_gi'~~r .0.'_ ~!US, ~.oont
r.;i:' .>> BE SURE TO ANSWER ALL QUESTIONS'ONREVERSE SIDE ANO'TO RECHECK MATH''' -< -<
Under penalties of perjury. I declare IhOl1 hove ellom,"~d Ih,s return. tndl.ld,nf! U((;;j~-~--;;-;'-~~1-~;h'I'-{j~I::~~~'~d \'(1'!'rT1!.'I'\'S. C~j 10 'ht. b"s' 01 my ~nowl('dge ond bclicf,
it is true, correct and complete I declare 11,01 011 f(lul t's'a1e hOl b..rn ",'po,h.d rl' '1111' r'"l'~." .<1!UI' D,'rl'l'at,Q'1 of prf'pn.... o't1,., Ihan I~lt' pellonol rt'ptrl"nIOllye .\
bOled on all inlormalion of which pr"pOlc' hos ony ~no....lcdge
"GN~'U" 0' 'l"o.c.J>~"'"".'-O~.llili.~(" ;'-TU.'-'. - - .1.:;:;'1 ~~ :~A'!
. ) . ,L ':':L;..':~_.=~ .. 858 ),,'lIow lIill"d.. Ilq:I,'!'\'ill". 1''\ 17:1117 ~lny I, 1997
!IIG"ATU'( 01 PI IlU OTtHII hlA'. 8 'l~ftjfAT""I AL::;.I S~ ('Alt
_.__ :..r,:~ ~.- 7. '1'/ :':->.1111110\'1'1' St.. ,'''I'li,I,'. 1'..\ 17111:1 ~IIlY I, 19!)7
.I~ lJOlII t 11'11
~,~:~..
...ff!I~
COMMONWEAUH Of PENNSYWANIA
INHnnANCI fAX .nU'N
'UIOINr OICIOIHr
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
P!~alo Prinl or Tr~
FILE NUMBER
ESTATE OF
EILEEN DA VIS
21-96-271
(All prop.Ny lolntly-own.d wllh th. Righi of Survlvouhlp mull b. dlulo..d on Sch.dur. FJ
N~~~R DESCRIPTION
VALUE AT
DATE OF DEATH
1. Balance Farmers Trust COlllpany cheeking account # 11-70791
Aecrued interest to March 22, 1996
3,608.90
3.36
2. Balance Farmers Trust Company statement savings uecount
# 2-335024
Aecrued interest to March 22,1996
5,816.72
10.68
3. Balance Chase Manhattan Bank eheeking account # 539-1-511739
11,544.66
20,967.18
4. Balance Chase Manhattan Bank IRA 11538-575171
5. Balanee Merrill Lynch account # 807-31120:
749.023 ML Senior Floating Rt Fund
Accrued interest to March 22, 1996
3983.19 ML Ready Assets
Accrued interest to March 22, 1996
74,620.00
1,099.60
3,983.19
43.60
84.42
6. Refund, Readers' Digest Asn.
7. Refund, Montgomery Ward/Auto Express
8. Refund, The Alliance Home
5.00
391.26
9. Refund, 1995 Federal Income Tax
466.00
10. Oil and gas interests in West Virginia
250.00
11. Medieal insurance cheek, Aetna Insurance Co.
215.02
12. Proceeds sale of stamps and jewelry
13. Insurance refund, ECC of Philadelphia
304.17
146.30
I
TOTAL IAI~a onlor on lin. 5, R.~;~I~~~n)]i_='
123,560.06
IAllaeh oddilionol 8Y," )( 11" shellh if morll 'pace i, nellded)
FARMEI\S ~
TRUST __
lune 5, 199(,
Fr',y."Tiley
5 Soulh lIanover Slreel
Carl isle, PA 17013
Re: Eslate of Eileen navis SSN 090-16-2814
Da I" "f Dea th: MardI 22, 199G
Dea I' Mr. T i I',y:
In answer It'' y,-\ur requt.'$l '.:oncerning ilc'.:ounLs owned, ci ther
sef'arat(~ly 01' j0intl}', hy th,_' abov~ rer(~r(!nclJd de~('dent and the
baJ ance in f."ur.:h aCCOUfl 1 as (\ f the da If.' I) r dea I h I we h(.PH~ check(~d
our reeords and art: submi tl int: Ihe followint: information in
duplicate. We sUI:I:'>sl Ihat you file one of Ihese lelters attached
10 th', Pennsylvania Inv"nl"ry forms (RCC) 10 subslantiate Ihe
balarlcc YOtJ rer'OI"t.
Note that \IJf.: have shown IIH! cort.'.!cl J'egisll.ntinn for each nr:r.:-ount.
Also, inleresl a':crued 10 the dat(. of rfealh, if any, is listed as
a separate finur(~.
Ch'-,ckirl/: acc'''lnl 111170791 IVas oril:illally ')I',..ned 7/1/93, 1'Iw
ac(:ounl was titlpd in rilp~_'n Davj.;t tHUlP' alone. The balance as of
3/22/96 \"as $3,GOR.'.!O 1'11.15 $3.36 1Iccr\1l.,d interest for a total of
$3,612.26. The aecnunl was a NOW Accounl earninc 2,00'1:. interesl al
the time of death,
Savinu~: ;\f_~C('Hl1l 112,,335021, "'a~~ ()l"i:~inHlly I)pened 9/28/94. The
a(:t:ount was lit 1(~f_1 in Ei I(~(ln Davi .~t nillllfl al()IH~. Th~ balnnr:e as of
3/22/96 \l'as $5,81(,.721'1\1'; $IO.(,S ,,':':r\lpd interesl [or a total ,)f
$5,~27.1,0. 1'11(, ""c'''llIl "Ia'; p'lI'lling 2.l>O'l:. illlerest al Ihe timp of
d',a Ih.
w~ hi\\1f~ flt) I'(~~()rd of a ~;ar(~ (h'po~;i t h,.\~ in lhe (h~'--=t'denl5 nnnw.
S inr.f_~r"ly I
:
\ Cu ,', //. Jl)'[','J ,,(
,-
Karl'" TlJmaS~;/)11P
Sllp'!rV i S0r Cllstnm'.'(' S'_'l'" i (~f'
Ilr", \\htllil\h Sln','1 I'tl. Il'l\ ~~ll l'.lrlisl,'. 1','1111,\,1\,,11I;,1 1711D (717) ~,I.1,:1~I~
1',lv,lll'('II"IIICirllllll
~ Merrill Lynch
June 6, 1996
IIU Nllllh 1111\..1' Slr.'pt
P (I UtI\ S:Uil~
1..lllt',I'ill'"I'I'III1'i)'IVilllliI17Iill,I(.:1fi.l5
717l!l:. ,lillll
SUII ~1:I7 O!IO;1
I~\X 7 J 7 2~';1 !ilifiH
Attorney Stephen D. Tiley
Frey & 'riley
Attorneys-.l\t-Law
5 South Hanover Street
Carlislo, Pennsylvania 17013
RE: Eil~en Davis
Dear Attorney Tiley:
The following is the list of assets held by Eileen Davis and
the accrued interest for account 807-31120 as of date of death
March 22, 1996.
OUANTITY
EST
749.023
SECURITY
VALUE
ACCRUED INTER-
MERRILL LYNCH SENIOR
FLOATING RT FUND
1,099,60
74620.00
3983.19
MERRILL LYNCH
READY ASSETS
43.60
3983.19
To disperse the account, Merrill Lynch requires a Death
Certificate, Short Certificate dated within 60 days, Affidavit
of Domicile (enclosed), and a letter signed by the executor
with details of disbursement, If you have any questions, please
call mp. nt (717)295-5613,
Regards,
... ' -,,-'
.' /,' /// /-;.:3,y_<,//
Cdrol Zeager
Assistal1t to
Jon R, Adums
Vice President
RC5ident ~laJ'gel'
EncloEure: Affidavit of Domicile
11'11)11 lit 1'111
~.~~.~
1)....,..:'(\
_. .~
COMMONWEAltH Of PENNSYlVANIA
INHERitANCE TAK RE1URN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
ITEM
NUMBER
EILEEN DAVIS
DESCRIPTION
1.
A, Funeral Expen...:
1.
B, Administrative Ca.ts:
184 - 44 - 1028
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8,
Personal Representative Commissions
Sacial Socurily Number of Personal Rep,esonlalive:
Yea, Cammillians paid 1996 and 1997
Allarney Fees
Family Exemption
Claimant
Add,ell of Claimanl at decedenl's dealh
Streel Add,ell
Cily
Relalianship
Slale
P,obate Fees
MI.cellaneous Expen...:
Cumberland Law Journal, advertising Letters
Blue Mountain Anesthesia Associates, account
Carlisle Hospital, account
Philip D. Carey, M.D., account
Heart-Care Corp. of America, account
United of P A, telephone service
MCI, long distance service
Belvedere Medical Corporation, account
j Ptt..a.e_ Print 0' TVpo
FILE NUMBER
Zip Code
TOTAL (Also enle, on line 9, Recapitulalian)
(II more .pace Is needed, Insert additional .heets al.ame .i.e.)
21-96-271
I AMOUNT
s
6,199.27
6,949.27
0.00
258.00
60.00
20.75
133.20
to.86
15.54
36.08
12.21
174.72
ESTATE OF
ITEM
NUMBER
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
SCIIEDUI,E II
FUNEHAI, EXPENSES
ADMINISTHATIVE COSTS AND
MISCEI.I,ANEOUS EXPENSES
PAGE 2
FII.E NUMBEH
DESCRIPTION
Mountz Jewelcrs, appraisal fcc
Carlislc Imaging Assoc., account
Uni ted or' P A, telcphone scrvice
Moffitt, Pease & I,im Assoc., Inc., aceount
Bclvedere Medical Corporation, account
Rcgister of Wills, 1 short certificatc
The Sentinel, advertising I.ettcrs
Carlislc Imaging Assoc., nccount
Unitcd of PA, final biII
Carlisle Hospital, account
Dennis Line Cardiology, P.C., account
Moffitt, Pcase & Lim Assoe., Inc., account
W. C. Underwood, Jr., T.C., real cstate taxes on oil and gas interests
R WC Emergeney Physicians, account
ECC of Philadelphia, Inc., account
Carlisle Imaging Assoe., account
The Alliance Homc, account
Carlisle Hospital, account
Notary Public fee
Rcgister of Wills, filing Pn. Inheritance Tax Heturn
Rcserve to filc Account
Hcgistcr of Wills, 1 short certificatc
TOTAl.
AMOUNT
79.50
15.47
16.00
6.96
70.19
3.00
67.37
3.56
7.77
736.00
11.99
8.67
1.87
10.84
146.30
2.18
215.02
796.12
6.00
15.00
110.00
3.00
16,202.71
1.1"\ .-.. ..:(
i."~ '.
.S " 0"
C\..
-
I
:-
'-
):.::
, 1"-. .:
Ua: P' j) -I
0: GO
COP,,'.tOtIWi:AlTH Of PUmSYlVAWA
IH P^H1MUH 01 IH:vnnH,
OUREAU OF UlOlVIOUAl TAXES
()U'T~Il()tJOI
IlAHHlSllUflC, I'A 1712/l.11Wl
~'~~.
f<' :,:
.
<. .
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. t\A211242 "'VII6?1X,II.'"
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
I
,
TILEY STEPHEN D
5 :, HANIJVER STRF.[l
101
'lt70.29
CARLISLE. PA 170J3
f I). [) 1~111! fOlD HERE ~
ESTATE INFORMATION
ruE UUt.lO[fl
----- -------C4~1 ~"'l,~(la-7-1---Gl;N-.W(l-1 b-C'lJI4----
UAME OF DEClDENT llAST) ,FmST) IMII
------ ----DAV I S-Hlofi:GN
DATE or PAYMUH
-----------51-01-'-J'l~;
POSTMARK D^TE
-- -------___ul-au./-oO-
COUNTY
TOTAL AMOUNT PAID
'llt70.29
rUl'lllffiLfUIJ Il
DATE OF DEATH
SK
REMARKS
RECEIVED BY }
11ARY'C. LEWIS
REGISTER OF WILLS
(
,
WESGl.:.Y 131\.,0
C/O SlEPHEN 0 llLEY ESQUIRE
CHECK" NO NU~1ElEf(
/
';
SEAL
'----
Mr-.-........-i:>...~ ......'1' .."l':.
-"':;0--'
"
CI..
PAYHENTJ
o.tKh tM top portion of thl. Hotlc. end sublilt .,ith your ply..nt _ad. plIYabl. to tM "... 8nd addr...
printed on the rIver.. lid..
If RESIDENT DECEDENT .... chIck or ~.Y ordu plvabl. tOI REGISTER OF WILLS, AGENT.
If NON&RESIDENT DECEDENT eak. chKk or IMN1IY orde" pllyabl. to: COHHONWEALTH OF PENNSYLVANIA.
All Ply-.nt, received ,hall b. IPpl1.d 'Irlt to any Inter..t which ..'1 b. due with any r...lnd.,. IIppl11d to the tex.
REfUND (CR)I A r.fund of . tax credit, which .... not r.que.tld on the Tax Return, ..y be r.qul.tld by coapl_tlng an
-APP11clltlon for Refund 0' Penn,ylvants Inheritance and E,tat. Tax. (REV&131SJ. APPlication. .r. available at
thl OfficI of the Rlallt.,. of Willi, any of the ZS Revenue Dlltrlct OfficI' or Ira. the Dep'rt.~t". Z4.hour
an....rlng ,lrvlcl nuab.r. for for.. orderlngr In Pennsylvania 1~80D~36Z-205D, outs Ida Pennsylvania
end within local Harrl.burg ar.a (717) 787-8094, TOOl (717) 77Z-2Z52 (H.arlna Iepalr.d onIV).
REPlV TO: Due.tlons r.gardlng .rrors contalnad on thl, not Ie. .hould be addr....d tOl PA DlPartaant of A.venue, Bur.au
of Individual TaM.', ATTNr Po.t A"."lent A.vl.w unit, D.pt. 280601. HarriSburg, PA 17128-0601, phon.
(717) 787-6505.
DISCOUNTr
If any ta. due I. paid within thr.. (3) callndar lontha aftar the d~ldent', death, a flva percent (SX) dl.count
of the taM p.ld I, allowed.
PENALTY:
Th. 15X t.M aan..tv non-participation penalty Is co.put.d on the total of the ta. end Int.r.st a"a.,ad, and not
paid b.for. January 18, 1996, the first day aft.r the end of thl taM e."..ty parlod.
INTEAEST I
Int.r..t la charged b.glnnlng with flr.t day of d.llnquencv. or nine (9) aonthl and one (1) day fro. the d.t. of
dlath. to the d.t. of pay.ent. T.... which blcaae d.llnquent b.for. January I, 1982 b.ar Int.r.at at the rat. of
.1. (6X) p.rcent p.r 8nnUI calculat.d at . dally rat. of .000164. All taM.' which bee... d.llnquent on end aftlr
Januarv 1, 1982 will b..r Int.r..t at a rat. which will varv frol cal~ar y.ar to calendar v.ar with that rat.
announc.d by the PA Depart..nt of R.v.nue. Th. apPIICftbl. Int.r..t rat.s for 1982 through 1996 ar.:
V.ar Int.r..t Aat. Dallv Int.r..t Factor
V.ar
Int.rut Aatl
Dallv Int.r.st factor
1982 2'X .000548 1987 92 .000Z"7
1983 162 .0DQ"3a 1988-1991 11X .00DSOl
1984 112 .00DSn 1992 9% .0002"7
1985 U% .000l56 1993-19" 12 .000192
1986 lOX ,DDOZ7li 1995-1996 92 ,OOOZli7
uInt.nst II calculated .. fo11owlI
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any NotIc. ISlued afhr the taw bIeO..' d.llnqu."t will r.fI~t an Int.raat celculatIon to flit.." (151 dau
b.yond the data of the a"."aant. If pav-ant I. led. eft.r the Inter.at coaput.tlon d.t. ~ on the
Notlc.. ftddltlonel Int.rut ~.t be calculahtd.
II)" _ (> 'I - 1)'-
" I -
BUREAU or tNDIV1DUAL TAXES
1~"IWIU.",(j I,.. 1l1...1~.I[)N
mill. i/\Ohlll
IIAIHII~!ILJ"'G. I'", 1/1,'11 0,,01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOIlCE or lIltlERllANCl TAX
APPRAISEMENT, ALLOWANC[ OR DISAllOWANCE
or OEDUCTIONS AND ASSESSMENT or TAX
STEPHEN 0 TILEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA t7013
08-11- 9 7
DAVIS
03-22-96
21 96-027t
CUMBERLAND
lOt
'A-"~~-nT Ron it ted
,
'-
i'
.... I: ',,,
~~.. -'~ "I'"
'-'(;' ..."'. ....,
.~ '~'~'~,~."'~'\
r. ~~,:'_, ,I..~t
..,:r.~ ~~!~'.l"kI
.,....1 ""'.1'/,
EILEEN
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLtSLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
R Eli: is '4'7 'EX 'iii: p-- i 0'3: 97Y- N ol' i C Ene F' -iNti Eiii T ANc E - l'AX' A" P PRA" is EM ENT _,n ii L l'ewANc E' oR" - - --.- _n. -.. -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DAVIS EILEEN FILE NO. 2t 96-027t ACN 101 DATE 08-11-97
If an assessment was issued previously, lines 14, 15 and~or 16, 17 and 18
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14
1&. Anount of Line 14
17. Anou"! of Line 14
18. Principal lex Due
TAX CREDITS:
PAY tiE NT
DATE
05-01'97
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds I Schodule B) 12>>
3. Closely Held stock/Partnership Interest ISchedula C) (3)
4. Mortgages/Hotas Receivable ISchedule D) 14)
S. Cash/Bank Deposits/Misc. Personal Property ISchedule E) 151
b. Jointly Owned Property ISchedule FJ (b)
1. Transfers ISchedule G) 17)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral Expanses/Ad". Costs/Misc. Expenses ISchedule H) Iql
10. Dabts/Mortgaga Liabilities/Lians ISchadule I) (10)
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Goyernnental aequests (Schadule J)
14. Het Value of Estate Subject to Tax
NOTE:
at Spousal
taxable at
taxable at
rate
Line.l/Class A rat.
Collateral/Class 8 rat.
1151
Ilbl
117)
RECEIPT
NUtlBER
AA211242
DISCOUNT ('1
INTEREST/PEN PAtD I-I
5.29'
CHANGED
.00
2,508,04
.00
3,913.65
123,560,06
.00
,00
IB)
16.202.71
.00
IllI
1121
1131
1141
.00 X .00:
.00 X .06:
1.100.00 X .15:
AtlDUNT PAID
170.29
'- TOTAL TAX CREDIT
,BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To insure proper
credit to your account.
subnit the upper portion
of this forn with your
tax paynent.
129,981.75
H.?O? 71
113.779.04
112.679.04
\,100.00
will
1181
.00
.00
165.00
165.00
165.00
.00
. 01
. 01
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I tF TOTAL DUE IS LESS THAN $1. NO PAYtlENT IS REQUtREO.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ItRI. YOU tlAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORti FOR INSTRUCTIONS. I
RESERv.rION: E.t.t.. .. d.c.d.nt. d,ln. on 0' b.lo'. o.,..b., I', "0' .- 11 .n, lutu'. Int.,.,t 'n tho ..I.t. ,. t,nn.f.,'.d
'n po.,...lon 0' .njo,"".t to CI... 0 (,oll.t.,.11 b.n.f',I"I.. of Ih. d.,.d.nt ,It.' Ih. .,pl"tlon of .n, ..t.t. fo,
11f. 0' fo, ,.." , tho ~o.;.onw..lth h.,.b, ..p,",'" ,....... tho d.ht to ,pp,.I,. nnd ....., t..n".' ,nh.dton,. r....
at the lawful Class B lcollaternl) tftte on any such future lot.r.st.
PURPOSE or
HollCE:
To fulfill tho ,..ul,...nt. .f s.,tlon '140 01 Ih. Inh.,'t.n,. .nd E,I.t. 'A. 'ct, .,t 'I of I"" I" P.S.
SIlICtlO" lJlItO).
PAYHENT I
O.t.'h tho lop p.,tlon 01 thl. Notl,. nnd .ub.lt wllh ,n.' po,n.nt t. tho R..I.t., of w'll. p,lnt.d on tho ,...,.. .Id..
.'''11108 checl< or ..onev order pllvab1e to: REGISTER OF MILLS, AGENT
REFUND eCRII
. ,.fund of at.. ".dlt, whl,h w., not ,onuo.t.d on tho rn. R.tu,n, .0' b. ,onu..t.d b. ,o.p'.t'n. on .,ppll,.tlon
fo, R.fund of P.nn"l.onl. Inh.dt.noo .nd E.tot. ro." (REV-Ut". oppll,.tlon. n,. ...I\.b'. .t Ih.Offl..
of the Reglster of wills, any of the Zl AevllnUII Olstrtct Off lent or by calling thll spllclnl Zit-hOur
answering service nuftbers for for"' ordering: In PennsYlvania l'8QO'~bZ-~O~O. outside ponnsvlvanla and
within local H~rri,burg ara. 11111 161'BO~4. 100- "11) l1Z-ZZ~Z CH..rlng IMpaired Only}.
OBJECtlONS:
'n, p.,t, In Int.,..t not .otl.fl.d w'th Ih. npp,.I..n.nl. o"ouon,. 0' d'.n'lou.n'. o' d.du,tlon,. 0' .....'..nt
o' t.. ('noludln. dh,ount 0' Int.'..., .. ,hown on thl. Not". .u.t obj.,t within .I,ty ,... d." of m.lpt of
thh Nollea by:
..wd".n p,ot..t to tho P' O'P.,t..nt of R...nu.. Ooo,d of opp..'" o.pt. ,0101I, Hml.bu'" P' 1I1l0.1Ol1. OR
...I.,tlon to ha'. tho .."., d.t.,.'n.d .t ,udlt o. tho .,oount 01 tho p."on.1 ,"p",.nt.tl... OR
"appul to the Orphans' Court.
ADHIN
ISTRAtlVE
CORRECtiONS!
Fectual errors dlscov.red on this asses,~ent should be addre,sed In writing tOI PA nepartaent of Revenu..
Bu'''u of Indlvldu.1 To.... .TTN. POlt ........nt R.vl.w unit, O.pt. '00'01, "ml."'O. P' \11'0'0."
Phon. (7171 7B7'.So,. S.. p.,. S of tho bo,.,.t 'In.t,u,.lon. fo' Inh.,lton,. ,., R.tu,n ", . R..ld.n'
n.c.d.nt" (R[Y.l~Ol) for an ..planatlon of ad.inlstretlv.ly corr.ctabl8 .rror..
DISCOUNT:
If .n, t., duo I. p.ld within th'.' '" ,.I.nd.' .onth' ..t., tho d.,.d.nt'. d..th, . 'Iv. p.".nt (S., dl.,ount of
the ta. paid II allowed.
PENAllY 1
'h. IS' t.. .,n..t, non'p.,tl"p.tlon p.n.lt, I. ,ooput.d on tho tot.1 of tho t., .n' Int.,..t .....'.d. and not
p,ld b"o" J...'" 10, I.... tho ""t day .ft., tho .nd of tho t., ..n..t, p.dod. 'hi. non'p.,,,,lp."on
p.n,lt, I. .pp..I.bl. In tho .... 'a...' .nd In tho tho .... tl,. p.,lod .. ,'u wou'd .pp..1 tho t., .nd In',''''
that has b..n alses,ed el indicated on this not Ie..
INTEREST I
lnt.,..t I. 'h.,..d b..I..,n. with fl,.' d" of d.llnqu.n',. 0' n'n. (" nonth' .nd on. (11 d., "0. tho d.t. of
d,,'h, to tho d..a of p"..nt, T.,.' whl,h b.,..a d.llnnu.nt b.lo'. J.nu.'Y I, 1.0' b..' Int.,.,t .t tho ,.t. of
.1' (.., p."an' p., .nnu. ,.I,ul.t.' .t . d.IIY ,.t. of .DDDI.4, '11 t.,.. uh"h b.,... dallnqu.nt on .nd .ft.,
J.nu." I. "0' will b..' Int.,..t .t . ,.1. wh"h wl\l .... f,o. ool.nd" ,." to ool.nd" Y..' with that "t.
announced b1 the PA nepart.ent of Revenu.. The applicable lnterlst rate' for I~az through 1~~1 ar.:
~ lnter..t f;hllt. DIIUy Inhr..t ractar ~ Intorut All'. DlIllY Intor..t Flllctor
1'J6Z ," .oool:.,.a l~al ~:I. ,0001,.,
t~aS 16:< .GOo,.}a IIJBB.l'J~l we .00OlOt
19a,. tlie .0003Ot l~~Z ox ,OOOZ,.,
I~B~ 13> .OOO}~6 11J1J1.t~q," 1:1. .000192
I~B6 IOZ .OOOZ7fo 1~q')-tlJ9' lJZ .000l'"
..tntornt 1. calculllltod .. followll
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. I.sued after the ta. beca.e. dolinquont will r.floct an lntorost calculation to flfto.n (II)) dayI
b.yond tho date of the alse,s..nt. If pay.ont Is "adO after the lnt.ro.t co.putatlon date shown on tho
Notice. additional lnt.r.'t IN,t be calcullllted.