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Home My WebLink About04-0019 PETITION FOR PROBATE and GRANT OF LETTERS also known as ~ To Register of Wills for the SoctaISecurtty No. 351-36-8855' Deceased County of _~un~erland tn the Commonwealth of Pennsylvanta Thc petiuon of the undersigned respectfully represents that' Your petitioner(s), who is/are 18 years of age or older an the execut rxx named m the last will of the above decedent, dated March 13, 1998 , 19_. and codtclt(s) dated ~0~a? n.,~,,&~.O~t}u~g ~-~.~. Decendent was domiciled at death m Cumberlan~ --County Penns'~lvama w, h h last family or pmnc~pal r~.~tdence at 628 Greason Road, Ca~lxsle, PA (INt ntrect, number and munc~pahty) Dcccndcnt, then 60 years of age, dted November 15, 2003 at 10 b].s Boule' la Ga~e, Toulouse, France ,19 Except aR follows, decedent d~d not marry, was not divorced and did not have a child born or adopted after execution of the will offered lot probate; waa not the wct~m ol a kdhng and war never adjudicated incompetent- Deecndcnt at death owned property with esumated values as follows (If dom~eded m Pa.) All personal property (If not domiciled in Pa ) Personal property in Pennsylvania (If not domiciled In Pa,) Personal property ~n County Value of real estate m Pennsylvama situated aa follows' $ 700,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of thc last will and codicil(s) presented herewith and the grant of letters theron (tentamentarv, administration e [ a , aclmlnlntratton d b n c t a ) Sylvle Davxdson 62~' Greason Road Carlxsle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUN'][ty,~ OF ~ o~ Cumberland Thc,ta~t~ta6ncr(.~), . , _ abovcrnamed,., swear(s) or affirm(s), that the .ntatements. in the fofegoirlg pet trion arc true and correct to thc ~ of the knowledge and behef of petitioner(s) and that aa persona represen- tative(s) ,9f~the-abov¢ decedent I'ACinoner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed la~$ me this /7 ~'/'/ , , day of ~y±vxe uavioson :a Estate of Stephen Bu~culDavxdson , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~/o~ .4~~,~'~ m consideration of the petiuon on the reverse s~de he~'~f, set, factory proof having been presented before me, IT IS DECREED that the ausr. rument(s) dated Match 13, 1998 desenbed therein be adrmtted to probate and flied of record as the las~ will of Stephen Barber Davldson and Legers Testamentary are hereby ~ranted to Sylvle Davldson FEES Probate, Letters, Etc Short C~mficates( ) ti0n ....... F~le~z, o~ o~_~o~/~ ~o Holleran ' 24718 ATTORNEY~up ~LID No) 119 N. Hxgh Stceet, P.O. Box 562 West Chester, PA 19381 810-696-8225 PHONE REGISTER OF WILLS OF co~,., .. COUNTY OATH OF SUBSCRIBING Wr~ESS (each) a subscribing witness~,,~he w, II preqented herew,th, ('e~h) being duly qualified a'ec~rdlng to law, depose(s) and say(s) that ~ 'N present'nd saw ..... _. thetestat , sign the same and that~XN ...... 'NN signed as a witness at th~e~ Sworn to or aff~rm"~ and subscribed before "x. me this ~ day of ~ (Name) Register (Name) (Address) REGISTER OF WILLS OF co~ COUNTY OATH OF NON-SUBSCRIBING WITNESS Sylvle Davldson and Kevln Holleran (each) a subscriber hereto, (each) being duly quahfled accordm8 to law. depose(s) and say(s) thal they are familiar with the signature of Stephen Barber Davldson x~a~ testat.i2r.~ of (one of the subscribing w~tnesses to) the w~[I presented herewith and that they believes thc signature on the wtll is in the handwrmng of Stephen Barber Dawdson to the best of' 'x/~t~_eir/,~nowledge and behef ~e this ~ · ...'. day of Sylv~ Davxdson rNamO c~//~. -- ~ ~ // 628 Greason Road, Carlisle, PA 17013 .. . C~ ~ Kevzn Holleran (NamO P~O. Box 562. W~V mh~V~r, ma ]~38!-Q562 u~//l I c:-X COPY FAIR Carhsle 3 13 98 I, Stephen Barber Davldson, bmng of sound mind and body, do hereby bequeath and wall all of my earthly estate to my spouse, Sylvle Gmraudlos Damdson, whom I appoint as executor of smd estate In the case of her demtse, I bequeath satd estate to my two children, Sarah Ahce Damdson and Sophte Esther Davtdson, to be dtmded equally between them or to the surmvor In the case of the demise of Sylvte Gmraudtos Damdson, I appoint Frances Del Duca to act as executor ofth~ satd estate pursuant to the laws of Pennsylvama Done thts day, the thtrteenth of March, 1998 at Carhsle tn Pennsylvania Wttnessed by me 3/13/98 Pascale Sehny Stephen B Damdson 20/~1/2003 19 53 8561259243 DICKINSON EN FRANCE 4./,,L ~/3 ?~ PA6E 82/82 ~L EPORT OF THE DEATH OF AN AMERICAN CITIZEN AmcdcqO P..f~9~ ¥o~: , '~o~!pvs~ ~ , /c~I zoo~ 351 - 5~,-g855 ?ermm~ent o, Temporary Address Abroad (Mo~ (Day) ~our) Cau~ of dea~ 140 2o05 ~N~ .. (Co~) for ~ - D,sposmonofme/ema,nq TO ~ cre. m,~9 o.. ~$h,s .-k,.b~... ~'.oa~s~or~.t.~t 5o USA.: . Local law govermng &smtermem o£rFmm~ provides that .rl~{r 0~01~COJ~.~ r~ avehng/reSldmg abroad w~th relaDVeS or mends as follows NAMI[ ADDI:IJ~S$ Informed b~telegram or telephon~ DATE NOTIFIED qO, ruc do+Jatoq , 5~qoo Toutqus%.Tnmo- 11-19-2oo3 Noufieat, o. or copy ~cnt ro Fcdcral Agenc,es SSA XX~X ' VA CSC O~er ~ (Stat: Agency) Thc m~gmal copy of th.~ do~umcm and mfmnon core.mug the effe~ are ~[~ placed m ~,: ~maneu[ files of ~e D~mt of State. W~hmgton. D C 20520 ~ [SEAL] Consul ] ezPusuc OF FR^~C~ aw O~:TOUt. OUSe '~ S~ Of the United States of America CONSU[AT~ O~T~ U~D STAW. S O~AMmC~I -I EXTRAITS PLURILINGUES D'ACTES DE L'I~TAT CIVIL [-~ I~TAT · FRANCE --~ SERVICE DE L'~TAT CIVIL DE TOULOUSE (Haute-Garonne) EXTRAIT DE L'ACTE DE DECES N° 4 DATE ET LIEU DU DI~CI~S Jo Mo An ~' I'~ i~003t TOULOUSE (Haute-Garonne) 5 NOM DAVIDSON 6 PRI~NOMS Stephen, Barber 7 Mascuhn 8 DATE ET LIEU DE NAISSANCE Jo Mo An COMTE DE KANE AURORA, ETA7 ]~] I~-I 119431 L'ILLINO S (Etats-Un,s 9 NOM DU DERNIER CONJOINT d'Ambrique) GUIRAUDIOS [i0 PRI~NOMS DU DERNIERCONJOINT SYLVIE LUCIE YVETTE DAVlDSON CAPRON BARBER 6 PRI~NOMS ROBERT OTTO Ahce lI DATE DE DELIX RANCE, Jo SIGNATURE' SCEAU ~4L .~ ~ ~ ~j )E SYMBOLES / ~EICHEN l SYMBOL~ ! S[MBOLOS / I~YMBOAA / SIMBOLI / SYMBOLEN ! $1MBOLOS / ISAREFLER / SIM~OL! Jo Jour / Tag / Day / Dm / 'HpOxx / G~orno / Dag / Dm / Gun / Dan Mo Mms / Monet / Month / Mes / M~; / Mes¢ / Maand / M& / Ay / Mesec An Annee / Jahr / Year / Afio / ~Erog / Anno /Jaac / Ano / '/il / Gcdma M Mascuhn / Mannhch / Mascuhn¢ / Mascuhno / 'Appcv / Ma~ehde / Manneluk / Ma$cuh'lo / Er~ce~ / Mugk~ F Femmm / Welbhch / Feminine / Fememno / (5~Lu / Femmmile / Vrouwchjk / Femmmo / Kadm / Zenskl 500060000-000198 - Impnmer~e des Journaux offm~eIs, 26, rue Desmx, 75727 PARIS CEDEX 15 CERTIFICATION OF NOTICE UNDER RULE 5.7 Name of Decedent: Stephen Barber Damdson Date of Death- November 15,2003 WdlNo 21-04-0019 Adm~n No To the Register. I certify that notme of (beneficial interest) estate adm~mstratton reqmred by Rule 5 7 of the Orphans' Court Rules was served on or marled to the following beneficiaries of the above-captioned estate on' 1/20/2004 Name Sylwe G Dawdson Address 628 Greason Road. Carhsle, PA 17013 Not~ce has now been g~ven to all persons entitled thereto under Rule 5 7 except No exceptions Date [(~"l[O? S,gnature [~'5[~ Name Kevtn Holleran Address P O Box 562 West Chester, PA 19381-0562 Telephone 610-696-8225 Capacity __ Personal Representative X Counsel for Personal Representative Register of Walls Cumberland County Courthouse Carhsle, PA 19013 --...\ .' c. ~ \\'. 'f" ,".' ~'-) r--{ -, ~'___'-_', _. c..~~ '-'-...--' -i::'cl - L\ ICe,\::) COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 1:\p.b LJ55 c'O #;2.;19 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV.15OQ EX{6-001 I- Z w C w o w C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL} Davidson Stephen OA1'EOF DEA1H (MM-OO-YEAR) DAlE OF BIRTH (MM~DD-YEAR) 11/15/2003 4/23/1943 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Sylvie G. Davidson 00 1. Original Return D 4. Limited Estate 00 6. Decedent Died Testate (Mtach copy oflM\\) D 9. Litigation Proceeds Received B OFF~USgONlY FilE NUMBER 21 COUNlYCODE 04 0019 ----- YEAR MJMBER SOCIAL SeCURITY NUMBER 351-36-8855 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w ... :.::$U) "'" Ma.u x~ Oa..~ Q. .. D 2. Supplemental Retum 03. Remainder Retum (date of death prtorta12-13-62) D 4a. Future Interest Compromise (date of death after 12-12-82) 00 S, Federal Estate Tax Return Required o 7. Decedent Maintained a Living Trust (Attach copyotTrust) L 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (dete of death between 12-31-91 end H-9S) 00 11. Election to tax under Sec. 9113(A)Vo,\\atl1$chO) ... Z W o Z o .. U) ~ '" o o NAME Kevin Holleran FIRM NAME (If Applicable) GAWTHROP GREENWOOD & HALSTED lELEPHQt.E NUMBER 610-696-8225 COMPLETE MAILING ADDRESS P.O. Box 562 West Chester, PA 19381-0562 $0.00 $1,004,505.83 $0.00 $0.00 $0.00 $0.00 1. Real Estate (Schedule A) (1) (2) r::::::,> OFF\CIAlUSE,-ONlY ____.'" ~; 1 -'~ '] ~', ) i'.....i ) II (') $100,808.63 \,,') c:) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 1Q. Debts of OeceOent, MortgaQeliabilities, & Liens (Scl1edulel) (10) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (L.ine 8 minus Une 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts forv.tlich an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax $1,104,564.57 ~(15) z rate, or transfers under Sec. 9116 (a)(1.2) x .0 0 i= 1.. Amount of Line 14 taxable at lineal rate $0.00 x .0 ~(16) .. ... ::> $0.00 Q. 17. Amount of Une 14 taxable at sibling rate x.12 (17) :IE 0 $0.00 0 18. Amount of Line 14 taxable at collateral rate x .15 (18) X .. T ax Due ... 19. (19) 20. o CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 2. Stocks and Bonds (Schedule B) 3. Closely Held CorporatiOn, Partnership or Sole-Proprietorship (3) z o l= :5 ::J l- ii: c( o w II: 4. Mortgages & Notes Receivable (Schedule 0) S. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Ov.ned Property (Schedule F) D Separate Billing Requested 7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) (8) $749.89 $0.00 $1,105,314.46 (4) (5) (11) $749.89 $1,104,564.57 $1,104,564.57 (12) (13) (14) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 ::;- 3W46451.0oo d C dd Dece ent's omplete A ress: STREET ADDRESS 628 Greason Road Cumberland CI1Y I STATE I ~IP Carlisle PA 17013- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) $0.00 $0.00 $0.00 $0.00 Total Credos (A + 8 + C) (2) $0.00 3. InteresVPenalty if applicable D. Interest E. Penatty $0.00 $0.00 TotallnteresUPenatty (0 + E) (3) $0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund (4) $0.00 5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5) $0.00 A. Enter the interest on the tax due. (5A) $0.00 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE, (58) $0.00 ., PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No DOCI DOCI DOCI D[]J without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D []g 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 [2g 4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which contains a benefictarydeslgnation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., [K] 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of p6(jucy. t declare thBtll'lave ~l'leQ 1.t'li$ ratum, induding accompanying schedules and statements, and to the best of my knowledge and b&l;et, it Is true, correct and complete. Oeclarallon of preparer other than the pef$Onatrepresentallveisbasedon all infom1ation of which preparerhas anyknowtedge. $IGNATtRE OF P ON RESPONSIBLE FOR RUNG RE1lJRN ~ C-- 1. 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.retainareversionaryinterestor .... ... .... ............. d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer pTopertywithin one year of death DATE -d<-s. IS' ~r ES 638 Greason Road, Carlisle, PA SlGNA1UlE OF ~RER O~1HAN REPR~"VE ~ESS ~ ~ P.O. Box 562, West Chester, PA ~938~-0562 DATE 'J-. ~ 15 - oS- For dates of death on or after July 1, 1994 and before January 1, 1995, the tax lCrte imposed on the net value of transfers 10 or for Ihe use of the SUrviving spouse is 3% (72 P.S. 99916 (a) (1.1) C;)]. For dates of death on or after January 1, 1995, the tax rate impOSed on the net value aftransfefs to or for the use of the surv\\ling spouse is 0% {72 P.S. ~ 9116 (a) (1.1) (ii)] The statute does not 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 s deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adQptiw parent, or a stepparent OHM child is 0% [72 P .S. ~ 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 ls4.5%, except as noted in 72 P.S. ~9116('\.2) (72 P.S. ~9116{a)(1)J. 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. ~ 9116(8)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common Vvith the decedent, 'Nhether by blood or adoption. 3W46461,OOO . REV.1503 EX. (~98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE5IDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Stephen B. Davidson 21 04 0019 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1.3,244 Shares @ $58.68/share American International held in Morgan Stanley NUmber. 364-17428 ~SC~P1l0N VALUE AT DATE OF DEA1H Group Account $190,341. 70 2 3,000 Shares @ $0.06/share BMC Inc. Minn held in Morgan Stanley Account Number. 364-17428 3 300 Shares @ $9.69/share Centerpoint Energy held in Morgan Stanley Account Number. 364-17428 4 980 Shares @ $40.59/share Deluxe Corp held in Morgan Stanley Account Number. 364-17428 5 3,200 Shares @ $26.23/share Eco1ab held in Morgan Stanley Account Number: 364-17428 6 540 Shares @ $U.44/share Efunds Corp held in Morgan Stanley Account Number: 364-17428 7 2,000 Shares @ $60.46/share Emerson Electric held in Morgan Stanley Account Number: 364-17428 $180.00 $2,907.00 $39,778.20 $83,936.00 $8,877.60 $120,910.00 Total from continuation pages $557,575.33 3W46961.000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) $1,004,505.83 Schedule B (Page 2) Estate of: Stephen B. Davidson Item No. Description Value at Date of Death 8 5,122 Shares @ $37.91/share Graco Inc. held in Horgan Stanley Account Number: 364-17428 $194,149.41 9 1,408 Shares @ $80.62/share International Business Hachines held in Horgan Stanley Account Number: 364-17428 $113,505.92 10 624 Shares Imperial Coroporation of America held in Horgan Stanley Account Number: 364-17428 $0.00 11 330 Shares @ $68.42/share KB Home held in Horgan Stanley Account Number: 364-17428 $22,578.60 12 37,170.25 Shares Horgan Stanley Active Assets Money Trust Account Number: 364-17428 $37,170.35 13 2,400 Shares @ $34.11/share Pfizer, Inc held in Horgan Stanley Account Number: 364-17428 $81,852.00 14 236 Shares @ $5.83/share Reliant Resources held in Morgan Stanley Account Number: 364-17428 $1,375.88 15 1,800 Shares @ $36.99/share St. Paul Companies held in Horgan Stanley Account Number: 364-17428 $66,586.50 Total (Carry forward to main schedule) $517,218.66 Estate of: Stephen B. Davidson Item No. Description 16 15 Shares @ $29.49/share Texas Genco held in Horgan Stanley Account Number: 364-17428 17 1,239 Shares @ $32.22/share Verizon Communication held in Horgan Stanley Account Number: 364-17428 Schedule B (Page 3) Value at Date of Death $442.28 $39,914.39 Total (Carry forward to main schedule) $40,356.67 REV-1510EX+(6-98) COMMONINEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST ATE OF Stephen B Davidson SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 04 21 0019 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. DESCRIPTION OF PROPERlY ITEM N::LJ..D: Tl-E f'W.4E OF ll-E TRANSFEREE. Tl-EIR RELATIONSHP TO DECEDENT A/Il) DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER ll-E DAlE OF TRANSFER. ATT.'O-IAOOPi OF TtE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST (IF !>PPUCA6LEl VALUE 1. 754.33 Par Calvert Soc Inv Bond A held in the Horgan Stanley IRA Account Number. 410027406024 Sylvie Davidson, Beneficiary $12,005.54 100.000 $0.00 $12,005.54 2 Hinnesota Life Insurance Company 403(b) Retirement Plan Beneficiary. Sylvie Davidson $72,749.49 100.000 $0.00 $72,749.49 3 Waypoint Bank Retirement Account Number: 1610049336 sylvie_Davidson, Beneficiary Including accrued interest of $9.04 $16,053.60 100.000 $0.00 $16,053.60 TOT AL (Also enter on line 7, Recapitulation) $ $100,808.63 (If more space is needed, insert additional sheets of the same sIze) 3W46AF" j,OOO . REV.1511 EX + (12-99) COMMON\NEAL TH OF PENNSYLVANIA '_RITANCE TAX RETURN RESlDENTDECEDENT ESTATE OF Stephen B Davidson SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 2~ 04 00~9 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRlf'TlON AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. 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: 2. Attorney Fees 3. 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 4. Probate Fees $429.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. ~ Cumberland County Register of wi~ls Additional Short Certificate $3.00 Total from continuation pages $317. 89 TOTAL (Also enter on line 9, Recapitulation) $ $749.89 3W46AG1.00Q (If more space is needed, insert additional sheets of the same size) Estate of: Stephen B Davidson Item No. 2 3 4 5 Description Gawthrop, Greenwood & Halsted Faxes, postage, etc. Cumberland Legal Journal Estate Advertising The Sentinel Estate Advertising Federal Express to Sylvie Davidson to Sylvie Davidson and return package from Sylvie Davidson Total (Carry forward to main schedule) Schedule H part 2 (Page 2) Amount $6.00 $75.00 $122.63 $114.26 $317.89 . REV-1513 EX+ (9-00) COMMONINE:ALlH OF PENNSYLVANIA It.HERITANCE TAX REnJRN RESlDENTDECEDENT ESTATE OF Stephen B. Davidson SCHEDULE J BENEFICIARIES NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS {include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER 2J. 04 0019 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE 00 Not List Trustee(s) OF ESTATE 1 Sylvie G. Davidson 628 Greason Road Carlisle" PA 17013 Surviving Spouse $0.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET II NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 Sylvie Davidson $1,104,564.57 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3W46A11.000 TOTAL OF PART" . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ $1,104,564.57 U~(U7/fOO~ ~~;CL bl:L::l::l':l'l&ll MORGAN STANLEY DEAN PAGE 61/62 ,r 333 South 7th st, SuIIe 1300, Minneepol!s MN S6<102 Phone: 612-3'10-6721 0( eoo-7ge-e17O Fax: 612-338-41/11 Morgan Stanley Fax TOt Kevin Holleran Fnnm Sandra Hunczak f~ 6'~7111 D811e: January6,2OO4 Phoi.-. p...., 2 .... Stephen Davidson cc:: o U...... o For RoM_ o P1_ Comment 0 PIeue Reply 0 It'- Recycle Here is the estate evaluatlon for Stephen Davidson ntE INFORMATION $Irr FORTH HEREIN WNS OI!ITAlNED FROM SOUF\CES WHICH WE lll!UEVE RELJABlE. BUT WE DO NOT GUARANTEE ns Aco.JAAOf. NSTHER ntE INFO!WAllON, NOR 1J<N OPINION EXPRESSED CON$'Tl'N'1'ES A SOUCITAnON EIY us FOR lliE PURCHASE OR SALE OF AN'{ SECURI1lES OR <XlMMOOlllES. U~/Q~f~NU~ ~~.O~ t:ll.4::.::t.::l:J'fbl..l. MORGAN STANLEY DEAN PAGE e2/e2 . "J"' .,' Stephen Davidson 384-17428 as of 11/15/2003 SecurltV' shares hloh low me.n value "dividends Efunds com 540 $16.63 S16.25 $16.44 S8.en .60 Cenlel'DOint Enerav 300 $9.76 $9.63 $9.69 $2 907.00 $30.00 VeriZons Comm 1239 $32.63 1.80 S32.22 $39,914.39 Texas Genco 15 $29.60 9.37 ~9.49 $442.28 KBHome 330 S6i:1.19 $67.66 $68.42 $22,578.60 Reliant Resources 236 $6.98 $5.68 $5.83 51375.88 American Inti Gl'l 3244 $159.25 $58.10 $58.68 $190,341.70 aMC Ino Mlnn 3000 $0.07 $0.06 m.06 $180.00 Deluxe COrn 9aO $40.80 ~38 $40.159 $39,n8.20 Ecotab 3200 $26.44 ~02 $28.23 $83.936.00 Emerson Electric 2000 $60.90 .01 $80.46 $120.910.00 $800.00 Graco lnc 5122 Ea.36 $37.46 $37.91 $194,149.41 Imeerial cOrD of Arner 624 $0.00 $0.00 $0.00 $0.00 Inll Business Machines 1408 $91.42 $89.81 $80.62 $113 505.92 F'fizer Ino 2400 S34.49 $33.72 4.11 $81.852.00 St Paul Comoanles 1800 $37.34 $36.65 $36.99 566,586.50 Active Assets MonevTrust 37170.35 $1.00 $37,170.35 $1,004605.82 'owed but nol-niId 4th And Walnut Streets PO Box 12053 Harrisburg, PA 17108 '<:l MorganStanley toll-f,<< 8006760673 ,e1 7172556666 fax 7\7 255 665 \ February 9, 2004 Law Offices of Gawthorp, Greenwood & Halsted 119 North High Street WestChester, PA 19381-0562 Attention: Kathy Dezzi, Paralegal to Kevin Holleran Re: Estate of Stephen Barber Davidson, Deceased Sylvie Davidson, Executrix Social Security Number: 351-36-8855 Date of Death: November 15, 2003 Morgan Stanley IRA Account Number: 410027406024 Dear Ms. Dezzi: This letter is in response to your correspondence dated January 20,2004. As Mr. Davidson's death occurred on a Saturday, the following are the NA V prices for the prior Friday and following Monday: Calvert Soc Inv Bond A: llfI4103 NA V: 15.901 lI/17103 NAV: 15.930 Shares on Date of Death: 754.330 Total Dividends from I/I/03-1 I/15103: $319.60 In addition, please find attached a copy of the Designation of Beneficiary. I have also included some detailed notes on payout options available for such beneficiary. If you require any further assistance, please contact me at (717) 255-6647. Sincerely, '" /.:')\ . /If:;,,i 7" jZ(cJ..[L /( ~ Tamara L. Jenmngs .' // Associate Vice President Minnesota l.ife Insurance Company 400 Robert Street North St. Paul. MN 55101.2098 651.665_3500 Tel fDJ r ~ @ ~ ~ ~'L.,~.m! ilIlt F~R_-_6 ___~10 MINNESOTALIFI GAWTHROp, GREENWOOD & HALSTED A Mmnesota Mutual Company February 2, 2004 KEVIN HOLLERAN ATTORNEY AT LAW 119 NORTH HIGH STREET PO BOX 562 WEST CHESTER PA 19381-0562 RIO: ESTATE OF STEPHEN BARBER DAVIDSON UNIVERSITY OF MINNESOTA F ACUL TY 403(B) RETIREMENT PLAN ACCOUNT NUMBER 1130351-36-8855 Dear Kevin: On behalf of Minnesota Life, please extend our sincere condolences to the family ofMr. Davidson. This letter will explain his contract, and let you know what is needed so that a benefit can be paid to Sylvie Davidson as beneficiary of his University of Minnesota Faculty 403(b) Retirement Plan. The balance in Mr. Davidson's account as of January 30, 2004 is $77,945.10. The amount is invested in Minnesota Life's General Account, currently earning 5,05% interest, and Separate Account A, an S&P 500 Index Fund. In addition, you had requested the date of death value ofMr. Davidson's account. Our previous records indicate that Mr. Davidson's date of death was November 17,2003. However, in your letter you state the date of death as November 15,2003. Please note that November 15,2003 was a non-business day. Following are the balances in Mr. Davidson's account as of November 15th and November 17t1'. Date November 15, 2003 November 17,2003 Account Value $72,749.49 $72,342.97 " Kevin Hollaran February 2,2004 Page Two I am enclosing a description of the payout options available to Mrs. Davidson as a spouse beneficiary. In order to process the claim, please return the following items to Minnesota Life: 1. A certified copy ofMr. Davidson's death certificate. 2. The completed copy of the enclosed Death Claim Request form, indicating which option(s) Mrs. Davidson is choosing for the account value in the retirement plan. Please feel free to contact me if you or Mrs. Davidson have any questions. I may be reached at 1-800-421-3334. If it is easier for Mrs. Davidson to reach me via email, I may be reached at umnp lanstaiminnesotali fe.com. Best Regards, [~Jr: ~"- u ofM Plan Specialist Minnesota Life t-l Way~q\PKt lOOK FOR US. WEll GET YOU THERE 2/10/2004 GAWTHROP, GREENWOOD & HALSTED 119 N HIGH ST PO BOX 562 WEST CHESTER P A 19381-0562 The information which you requested on the account(s) of STEPHEN B DAVIDSON (Social Security Number 351-36-8855) is/are as follows: Balance at Date of Death Account Ownership SOLE Name of Joint Owner, if any Account Number Class of Account Date Opened Principal Balance Accrued Interest 1610049336 RETIREMENT 123198 16044.56 9.04 16053.60 5500024204 5500024205 90297524 SAVINGS SAVINGS CHECKING 050202 050202 051684 13 13.95 20289.63 53811.86 .09 1.54 .22 1314.04 20291.17 53812.08 JTO JTO JTO SYLVIE G SYLVIE G SYLVIE G DAVIDSON DAVIDSON DAVIDSON 050202 050202 051684 Date Ownership 123198 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Infonnation Requested 110) R flU R n ~f~-r;~! '0 tS ll9 I~ U___ -Ini r "'1" ,d il0"! I' --,'." r-; ; U ,UU, f',-", i ; \ G4l;OP~G~~~'~~~~ ~STED I SLYVIE OAVIOSON BNF PRIMARY FOR IRA ?:twaffi ~WATTS SENIOR SERVICES REP. P.O. 80x 1711. HARRISBURG. PeNNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com , .' COpy FAIR Carlisle 3.13.98 I, Stephen Barber Davidson, being of sound mind and body, do hereby bequeath and will all of my earthly estate to my spouse, Sylvie Guiraudios Davidson, whom I appoint as executor of said estate. In the case of her demise, I bequeath said estate to my two children, Sarah Alice Davidson and Sophie Esther Davidson, to be divided equally between them or to the survivor. In the case of the demise of Sylvie Guiraudios Davidson, I appoint Frances Del Duca to act as executor of tOO said estate pursuant to the laws of Pennsylvania. Done this day, the thirteenth of March, 1998 at Carlisle in Pennsylvania. Stephen B. Davidson Witnessed by me 3/13/98 Pascale Seliny (~/15l 3,13, 7 ~ r .s {'pI.... (L tu O.v,Js~ be ;.) , So,,"J "'M)} "^) hoc}'}, ,1. /'".1:;, b'l v..JL -) WI II '" {I 1 I-''J eu iUJ '" k,i,,- ./0 ~'J 5('V3o, S;f",~- J:L < "- .(.0 , 0" v .) "'~ . u~,,-. T "ff'; ~ ~ "" ., p ,y -I<~ j 5'<} ., ~+~ . 1.:. iL L~ , L k.","'-. I he, v..IL 5"") .,1.-/ e -I. "^'J La LUd!,,", s~<.l AI,:"" O",v,),.y-. o-J Sib. [: ,11- Ow..J;~ -I. k J.v,).j e7v",ll~ lf~ 1/,,,,,,,, IN" -10 -I k Sv< v'v, r. J~ +L ,,'" ) +L J.....,~ '1 .s 'J I v ~ }t.,.. w-- l, J G...." J 50>- . 1 of I':' .)- r:;"~,~ ()~ I iLL -L ",) ~ _,ccv kv- j JL 5.,:,1, fL. 10..""') f.,'~;4Iv"" i ./ ~, J h., ~'Y' I( ) rL1 ~/'<- ~ ~ "''?'j Iv C; V1 ; ~ €) ~ i e f"d v,,"-, J ~ ,_I L/) d ~ ' ~) L elf (Wt 11f? ~ ~ r'~ DM~ ) q { ~ (,."tq.5SeO b) '^-"- 3/n/78 . . ....._ '-'0..'__ 8. (.M/ \ ' - ?~~oU ULt'tv1 Estate of stephen B. Davidson , Deceased File Number: 15- 21-04-0019 INVENTORY The items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of above referenced decedent. (PEF 9 3301) Description of Items included in Inventory Valuation/Fair Market Value as (Attach additional pages as necessary) of Date of Death "00 .,L ., lid "1",, ~l .nnLl<;n<; 00 . " .'. , [--, , ., ' , '0""" -- f-) , -', -'" , " 'c.) TOTAL 1 ,nnLl,<;n<; Q., VVVe Sylvie G. Davidson Personal Representative(s) of the above referenced Estate, verify that the statements made in this inventory are true and correct. VWe understand that false statements herein are made subject to the penalties of 18 Pa C.S. Section 4904, relating to unsworn falsification to authorities. L C. .~ ignature of Personal Representative Signature of Personal Representative S:\Forms\Inventory.doc ill] V^ Estate of Stephen B Davidson Receipts No. of Inventory Value Shares Stocks 11/15/2003 3,244 @ $58.68/share American International Group held in Morgan Stanley Account Number: 364-17428 $ 190,341.70 3,000 @ $0.06/share BMC Inc. Minn held in Morgan Stanley Account Number: 364-17428 180.00 300 @ $9.69/share Centerpoint Energy held in Morgan Stanley Account Number: 364-17428 2,907.00 980 @ $40.59/share Deluxe Corp held in Morgan Stanley Account Number: 364-17428 39,778.20 3,200 @ $26.23/share . Ecolab held in Morgan Stanley Account Number: 364-17428 83,936.00 540 @ $16.44/share Efunds Corp held in Morgan Stanley Account Number: 364-17428 8,877.60 2,000 @ $60.46/share Emerson Electric held in Morgan Stanley Account Number: 364-17428 120,910.00 Page 1 (2) Receipts (Continued) No. of Inventory Value Shares Stocks 11/15/2003 5,122 @ $37.911share Graco Inc. held in Morgan Stanley Account Number: 364-17428 $ 194,149.41 1,408 @ $80.62/share International Business Machines held in Morgan Stanley Account Number: 364-17428 113,505.92 330 @ $68.42/share KB Home held in Morgan Stanley Account Number: 364-17428 22,578.60 2,400 @$34.II/share Pfizer, Inc held in Morgan Stanley Account Number: 364-17428 81,852.00 236 @ $5.83/share Reliant Resources held in Morgan Stanley Account Number: 364-17428 1,375.88 1,800 @ $36.99/share St. Paul Companies held in Morgan Stanley Account Number: 364-17428 66,586.50 15 @ $29.49/share Texas Genco held in Morgan Stanley Account Number: 364-17428 442.28 Page 2 (3) Receipts (Continued) No. of Inventory Value Shares Stocks 11/15/2003 1,239 @ $32.22/share Verizon Communication held in Morgan Stanley Account Number: 364-17428 $ 39,914.39 Total Stocks $ 967.335.48 No. of Inventory Value Shares Mutual Funds 11/15/2003 37,17U25 Morgan Stanley Active Assets Money Trust Account Number: 364-17428 $ 37,170.35 Total Mutual Funds 37.170.35 Total Receipts of Principal $ 1.004.505.83 Page 3 (4) Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 229 2/23/2005 STEPHEN B DAVIDSON 21-2004-0019 KEVIN HOLLERAN P.O. BOX 562 JA WEST CHESTER, PA 193810562 Qty 1 Fee Description Additional Probate Fee 455.00 Total $455.00 Total: $455.00 Olecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. ~',-~,-~--,,"^-,.,,--~~,"~,~~ BUREAU OF IIIIIIVIDUAj:lE'OOmED OFFICE OF INlEAITANCE TAX DIVISION , _" PO lOX 2110601 i ~ HARRISIUAD Pi 17128-06Gl ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN '* , REV-U3 EX AFP U3-DS) 2U85 MAY 16 PH 2: Lt6 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-16-2005 DAVIDSON 11-15-2003 21 04-0019 CUMBERLAND 201 _t _ltted STEPHEN B CLERK OF ORPHAN'S COURT KEVIN HO~l}Nf) CO..PA GAWTHROP ETAL PO BOX 562 WEST CHESTER PA 19381 I! MAKE CHECK PAYABLE AND REMIT PAYMENT TO: i REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insu~ proper credit to your account, s~it the upper portion of this fOnB with your t.x ~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ IW:(U'U.m.m:WJ......ii1lmeri7'.Rtm11JrtflS.1W.lmIRA,.............................. OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF DAVIDSON STEPHEN B FILE NO.21 04-0019 ACN 201 ESTATE TAX DETERMINATION DATE 05-16-2005 I i 1. Credit For Stete Deeth Texes as Verified .00 2. Pennsylvania Inheritence Tax Assessed (Excluding Discount and/or Interest) .00 3. Inheritance Tax Assessed by Other States or TerritoriBs of tha United States (Excluding Discount and/or Interest) .00 4. Total Inheritence Tex Assessed' .00 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMDUNT PAID DATE NUMBER . INTEREST/PEN PAID (-) i I , i i TOTAL TAX CREDIT : .00 BALANCE OF TAX DUE ! .00 INTEREST AND PEN. , .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS TIWI $1, NO PAYMENT IS RElIUIRED, FOR CALCULATIOll OF ADDITIOllAL INTEREST. IF TOTAL DUE IS REFLECTED AS A '"CREDIT" (elll, YOU HAY BE DUE A REFIIND. SEE REVERSE SIDE OF THI$ FORII FOIl lNSTIlUCTIOllS.) ~s. '{ BUREAU OF INDIVlDUAtTAXE1V INHERITANCE TAX DIVISION' PO BOX 2806Q 1 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX reAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ZUD5 NiH 20 Fl1I2: 41 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-16-2005 DAVIDSON 11-15-2003 21 04-0019 CUMBERLAND 101 AJoount R...i Heel C' "11/ or ..rt..Cr-Ij\ I KEVIN H~4I'~~N'S.:()j~RT GAWTHROpv'E'tllL . . PO BOX 562 WEST CHESTER PA 19381 *' REV-lS41 EX AFP (03-05) STEPHEN B MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ UV-"M""Yf.m.m~'1I!'.mt\'l!l!.!II".!MftArflM!'t.m.lwtllTftMMf~.~[WlM!'t.aJt'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DAVIDSON STEPHEN B FILE NO. 21 04-0019 ACN 101 DATE 05-16-2005 TAX RETURN WAS: (X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.t. (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank o.positslHisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule fl 7. Trans~.rs (Schedule G) 8. Totel Assets III IZI (31 141 (51 161 (71 .00 1.004.505.83 .00 .00 .00 .00 100.808.63 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) 11. Total Deductions 12. Net Value of Tax R.turn 13. Charitable/Government.l BequestSi Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subiect to Tax (91 1101 749.89 .00 1111 I1Z1 (13) 1141 NOTE: To insure proper credit to your account, submit the upper portion of this for. with your tax pap.nt. 1,105,314.46 749 RQ 1,104,564.57 .00 1,104,564.57 NOTE: I~ an asseSSMent was issued previously, lines 14, lS and'or 16, 17, 18 and 19 will reflect ~igures that include the total of Abb returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rat. 16. Awount of Line 14 t.xable at Lineal/Class A rat. 17. Amount of Line 14 at Sibling rate 18. Aaount of Line 14 taxable at Collateral/Class Brat. 19. Principal Tax Due AX C I : (15) 1,104,564.57 X 00 = .00 1161 .00 X 045 = .00 1171 .00 X 12 = .00 1181 .00 X 15 = .00 (191= .00 AHOUNT PAID DATE NUI1BER INTEREST/PEN PAID I-I ~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAY/fENT IS RElIUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I KEVIN HOLLERAN GAWTHROP ETAL PO BOX 562 WEST CHESTER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 260&01 HARRISBURG PA 17128-0601 REV-7J'EIlAFP(DrISJ PA 19381 08-01-2005 DAVIDSON 11-15-2003 21 04-0019 CUMBERLAND 202 APPEAL DATE: 09-30-2005 (See reverse side under Objections) AIIaun1: Ru:l. tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT STEPHEN B TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your accountl s~lt the upper portion of this for. with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- iiiiF736-Ei{A'FP-Tcir:.-ozr----.i-NOffc{-ciF-iiE"i-R'iiiNA'TiON-ANii-A!fSESSMENT---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF DAVIDSON STEPHEN B FILE NO.21 04-0019 ACN 202 DATE 08-01-2005 ESTATE TAX DETERMXNATXON 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) .00 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed .00 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: t, "" C:::l . , -'J -- " RECEIPT DISCOUNT (+) (=> ~;-Ft 1 PAYMENT AMOUNT PAID ~:,7 """ ) r:-) DATE NUMBER INTEREST/PEN PAID (-) -~(2 ,~ C::J <7:i <J . 1,,:,- .'1 I t~ ,-71 I:~'o' ~~ (J"1 ',C,J - (:-J :<'~ ~, " " -- " " f .~ ''') - I-T1 .. ,", (~ -- Ul -,--, W TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE -, <;, "- DUE A REFUND. SEE REVERSE SIDE OF THIS fORM FOR YNSTRIJt":TTnuoc:. 'I ... Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/11/2005 HOLLERAN KEVIN 119 NORTH HIGH ST PO BOX 562 WEST CHESTER, PA 19381 RE: Estate of DAVIDSON STEPHEN B File Number: 2004-00019 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: 11/15/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FA~~ER STR~SBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge 1-8'" ., Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Stephen B. Davidson ame 0 ece en : Date of Death: 11/15/2003 Estate No.: 2004-00019 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: I. State whether administration of the estate is complete: Yes 0 No 0 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. , . Date: 10/18/2005 -~ ~ Signature to C'\J Kevin Holleran Name 17 E. Gay St., Suite 100, West Chester, PA 19381 Address L.~_ 610-696-8225 Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative tA