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Home My WebLink About10-12-10J 15D5610101 ~~~ ~ SQD tx tw-rof OFFICUIL UtIS ONt.Y PA Department of Revenue prrrrtaylrania ~ Code ~~ Bureau of Individual Taxes ~....,r.. `"~` --- ~ BOx ~~ INHERITANCE TAX RETURN q Harristtum. PA i~s~g-obol RESIDENT DECEDENT ~ b 1 ~~~~ 7 ENTER DECEDENT INFORMATION BELOW j Socal Severity Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 291-142898 -- ~ 06107!2009 10110/1922 ', Decedent's Last Name Bollix Decedent's Fist Name MI baVls CUrtiS L._G i... (IFpppllcable} Enter Surviving Sprwse'e InforlnatJon Bebw spouse's Last Name Sutfix Spouse's First Name MI Spa'ce's Social Security Number--- THIS RETURN MU8T BE FILED IN DUPLICATE WITH THE' I, _ REGISTER OF WILLS FiLL IN APPROPRUITE OPALS BELOW m 1. Original Retum O 2.5upplertnerttal Return E= 3. Remainder Retum'I(de~e of death oriorta 92.13.821 O 4, Limited Fatale O ~a. Futtre Inteneat CompnxNse (date of {= 5. Federal Estate Ta>d Re~ urh Required death slier 12-12.82} t~ 6. Decadent Died Testate O 7. Decedent Maintained a Living Trust 1 8. TOhal Number of Safe ( Deposit Boxes (Attach Copy of wrq (Attach Copy of Trust) O 9. tJtigation Proceeds Reoeivad O 'f0: 5poueal.PoveAy;CreQt'{dale of death • . O, ,11._EIecUOrr, totax upper 5 ~c. 9t13(A} _ - tietween 12-31-91 and 1-1-95} _ . . ,.. (Attach Bch. O} (x)RRESPONDENT -, T11B SECTION ttlt7aT BE COIIPLtT)eQ. AGL.CORRESPONDENCE AND_GONFIDENTUIL TA><.INFORMA'f10tE SlIOUIb ~ TOs Name Daytime Telephone Nu r Anthorry C. Gubtta (717}-635-7145 < REtiISTER E)F Yrl ONLY E ~~ E First one of address ._...._...-_-._._ ...-_.___-_- . '- Z t-n vj ~ f ... _ .... . <. AG Tax Law, P.C. C~ _ ~ ~ _ Second line of addteas ' ~ - : 1110 N. Mountain Rd. _ --1 _~___-- ...._ .. -~---~----___~._--- .___-_--------- a . ZIP C d 3'w DATEF G • C;y. y te O~ a e a . Hafr'tsburg PA `: 17112 --------------.. ...... i cort+eepondcnt's e-mae addroes: tgubtta~asitaxlaw.t:om Under t>e~~ ~ perjrry, I daolare that t hsve ertsminad this Mum, indudng accornpanytn4 arhedular and tuaamarrta, and to the best of my and beFe/, n is true. correct aomplele. Dederatbn of ProP/K other Than the t~ereonel representative ~ based on eN inlamstion of which preparar a s knowledge. SIGNATURE OF Rt30N RES F FIU R RN DA 40I'~- Ib ADDRESS 913 Maplewo Lane, Hole, P 17025 SIONATU O BENTA'1JNE5 i 0~ I O . , . ADDRESS , - ;, _ _ _ ..... 1110`North Mo -" Road, Hamsburg; PA 1711 -. . .-~'. _: PLEA>lfEtlfEORN'iINAL.'FORMONLY ~ Side 1 1505610101 1505610101 ~! u -- T, ~ .: ~' , ;.'_~ .~ {'-i-. 7 ~a .! - -1 C~ t ~ ., J Z! ~.. C.:....~ C - ~_, -: ~~;~ _ .._ _~ i •' r_. ` J ._' ~ ss~ _ _ __ _ _ __ - _ __ J 1505610105 REV-1500 EX Decedent's Soa~l S~cxrrlty Number De~edenrs Name: Curtis G. Davis :291-14-289G ~/ RECAPITULATION _' 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. ~~. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. ~, 265,614.01 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-V'rvos Transfers 8~ Miscellaneous Non-Probate Property 00 ' 0 ' (Schedule G) O Separate Billing Requested........ 7. , . , ~ 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. ~ I 265,614.01 ~ pe ( ) ................... 9. Funeral Ex uses and Administrative Costs Schedule H 9. 6,184.88 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. ', 31,354.13 11. Total Deductions (total Lines 9 and 10) ................................. 11. a._..__.V I 37,538.01 ', ____~_W_..___~~_--~_~._ _._.~.. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ' !~ 288,075.00 13. Charitable and Governmental BequestsJSec 9113 Trusts for which ~~~ an election to tax has not been made (Schedule J} ........................ 13. ~ ~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. !I I 288,075.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable ' ', at the spousal tax rate, or ... .. ............. ,. ,..................._............._........................._, transfers under Sec. 9116 ...................... .. . . I 16. Amount of Line 14 taxable at lineal rate X .0 45 16. ', 10,263.38 !. ! ' 17. Amount of Line 14 taxable '..~.,-.m.~ at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. ! 10,263.38' 20. FILL IN THE OYAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 1505610105 Side 2 15056101'I0~ J ~ ~__~_ __ ~__ REV-1500 EX Page 3 11ee"ellontrC C_mm~lat~ Address' Flk Number DEC DENT NAME Curtis G. Davis STREET ADDRESS 913 Maplewood Lane clrr Enola sTATEPA ZIP17025 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 13,000.00 3. Interest 513.17 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to request a refund. (1) Total Credits (A + B) (2) (3) (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. I II 10,263.38 I 13,513.17 -T 3,249.79 ,~ .,,~.~,A.,~,_.. _.._. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROP~RI~-tE BLOCKS 1. Did decedent make a transfer and: Yep No a. retain the use or income of the property transferred :.................................................................................... ...... b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ c. retain a reversionary interest; or .................................................................................................................... ' ...... ^ ^x rfe of either payments, benefits or care? ................................................................ d. receive the promise for I ...... 2. H death ocalrred after Dec. 12, 1982, did decedent transfer property within one year of death '~, ......................................................................... without receiving adequate consideration? .............................. ....... I~ X 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ....... ....... 4. Did decedent own an individual retirement arxount, annuity or other non-probate property, which cor>tains a beneficiary designation? ................................................................................................................. ....... ~ '~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE For dates of death on or after Juy 1, 1994, and before Jan. 1,1995, the tax rate imposed on the net value of transfers to or for )he 3 percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of tie [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory require en (ding a tax return are still applicable even if the surviving spouse is the only benefidary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or fglr tf adoptive parent or a stepparent of the child is 0 percent (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 benefidaries is 4L5 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §91160)(1 Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. PART OF THE RETURN. of the surviving spouse is viving spouse is 0 percent for disclosure of assets and use of a natural parent, an except as noted in A sibling is defined, under ~ _~ _ r NORTH CAROLINA ALAMANCE COUNTY LAST WILL AND T~StAMENT I, CURTIS G. DAVIS, a resident of the County of Alamance and ~h~ State of North Carolina, do hereby revoke all wills and codicils heretofore made by me,', and do hereby make, publish and declare this my Last Will and Testament in manner and f~orrln as follows: ITEM I direct my Executrix hereinafter named to pay all of my just debts and funeral expenses, including costs of cremation and other expenses related thereto,, and to pay the costs of the administration of my estate including any and all federal and st~tel inheritance and estate taxes which may become payable by reason of my death on property gassing under or outside of this Last Will and Testament, as soon as practicable after my death. I further direct that my bodily remains be cremated and that thje 'ashes from said cremation be scattered at the National Historical Site in Andersonville, ~~'orgia. I hereby further confirm that arrangements for such cremation have already been mmade with Lowe Funeral Home & Crematory, Inc., in Burlington, North Carolina, and that', the costs for such cremation have been paid in advance. I further direct that all reasonably hosts incurred in connection with the transportation and scattering of my ashes as directed h~eriein shall be paid from my estate. ITEM I1 All of my property of every sort, kind and description, which I may'~,o~vn at the time of my death, real or personal, tangible or intangible, of whatsoever nature ~nd wheresoever situated, and including any and all property which I may acquire or beco~n~ entitled to after i~ the execution of this Will, I will, devise and bequeath in fee simple to~l rrhy beloved wife, LEONA B. DAVIS. Page One (1) of the Last VjViII and Testament of CURTIS G. Ib VIS, Consisting of Fo r (4) Pages -~~~~ ~~, c..v rrw • ~ ni ~ .- CURTIS G. DAVIS ~ ~~ --- ITEM III In the event both of us, my wife and I, should meet with an accidenf and both of us either be killed instantly or die within thirty (30) days of the accident, or,if ~,my wife should predecease me or die for any reason within thirty (30) days of my death, fom the purpose of probate of this Will, it is to be presumed that I was the last to die and ins t{~at event, I will, devise and bequeath my entire estate to my Alternate Co-Executors hereirMaf~er named and I direct that my said Alternate Co-Executors liquidate and reduce to cash all bf the assets of my estate, at either public or private sale, the manner of sale to be selected by r>hy Alternate Co- Executors in their sole discretion, and for such amounts and upon such terr~ns',as my Alternate Co-Executors in their sole discretion shall deem advisable and in the best in~e~est of my estate, and after the sale of same, and after payment of any costs of sale, d~b~s of ~my estate, inheritance or estate taxes, and costs of administration, Iwill, devise lan'Id bequeath the proceeds from such sale and liquidation in fee simple and in equal shades to my seven children, to-wit: SHARON L. FERNBERG, currently residing in Rochester, N$w York; KAREN L. NEWSTEAD, currently residing in Campbell, California; DAVID G.' CpAVIS, currently residing in Fairfield, Pennsylvania; COLLEEN S. WATT, currently residlin~ in Clarksville, Tennessee; FAITH A. TRINKL, currently residing in Enola, Pennsylvania; P'A-$RICK K. DAVIS, currently residing in Chapel Hill, North Carolina; and MELANIE A. PIKE, cjurrhently residing in Sodus, New York. If any of my children should predecease me without I$a~ing issue, then I will, devise and bequeath such deceased child's share in equal shares ~o the surviving children. If a child of mine should die leaving issue, then the said issue of ~njy deceased child shall receive the part that the parent would have received, per stirpes. ITEM IV I hereby constitute and appoint my wife, LEONA B. DAVIS, as the ~x~cutrix of this my Last Will and Testament, but in the event she shall predecease me, or die ~itl~in thirty (30) Page Two (2) of the Last V1/illl and Testament of CURTIS G. [~A~VIS, Consisfi.ng of Foul (4) Pag~esa Kivz~+wv~~, i URTIS G. DAVIS days of my death, or be unwilling or unable for any reason to serve in such capacity, then and in that event, I appoint my son, PATRICK K. DAVIS, and my two daulgNters, KAREN L. NEWSTEAD and FAITH A. TRINKL as Alternate Co-Executors hereunder, and and grant to my Executrix and Alternate Co-Executors, full power and au~h property, both real and personal, or to do any act which they shall deem re~sc for the proper administration of my estate. Pursuant to the provisions pf General Statutes, ~ 284-13-6, I specifically provide and direct that only tie agreement of any two of my three named Alternate Co-Executors shill do hereby give ity to sell any nably necessary North Carolina concurrence or be required or necessary for the transaction of any of the business or affairs of the ad~ni~istration of my estate. Without in any way limiting the generality of the foregoing and s~'bj~ct to the North Carolina General Statutes, Section 32-26, I hereby further grant to my Execlut~ix and Alternate Co-Executors hereunder all the powers set forth in North Carolina General ~tatutes, Section 32-27, and these powers are hereby incorporated by reference and m~d~e a part of this instrument and such powers are intended to be in addition to and not ins~bstitution of the powers conferred by law. I direct that no bond be required of LEONA B. DAVIS or PA~Tf~ICK K. DAVIS, KAREN L. NEWSTEAD, and FAITH A. TRINKL, as Executrix or Alterjnate Co-Executors hereunder. ' i lti I, CURTIS G. DAVIS, the Testator, sign my name to this instrument ~hi~ the !~ day of ~- ~~<~ 2004, and being first duly sworn, do hereby declare t~ ~he undersigned authority that I sign and execute this instrument as my Last Will and Testar~eht and that I sign it willingly, that I execute it as my free and voluntary act for the purposesl~l therein expressed, and that I am eighteen years of age or older, of sound mind and under no ~o~straint or undue i nfl ~!ence. - (SEAL) URTIS G. DAVIS ' I ~~ Page Three (3) of the Last' ill and Testament of CURTIS G. Ip VIS, Consisting of Four (4) Pagjes ~~ III I' ~~i __ ~ ~ I ! __ \Y~ ~ We, ~ \ . ~/ ~-L~ \ ~~1~~ ,cK ~ f , and ~..~n cw~ a f ~~ . ~.n~~ e the witnesses, sign our names to this instrument, and being first duly sworn, do hereby declare to the undersigned authority that the Testator signs and executes this instrumejnt~Ias his Last Will I and that he signs it willingly, and that each of us, in the presence and hearjn~ of the Testator hereby signs this Last Will as witness to the Testator signing and that tp ~he best of our knowledge the Testator , is eighteen years of age or older, of sound mihd~l and under no constraint or undue influence. '', residing at 2~1~ ~'-N~'Wl~nl 1~'+Z-~ T7uZl~ii~~i~'~ ~~ . ~~ t=- Z~~ / residing at ~~ ************ NORTH CAROLINA ALAMANCE COUNTY Subscribed, Sworn To and Acknowledged before me by CURTI,IS'I G. DAVIS, the S' Testator, and subscribed and sworn to before me by 1 y'" r4v~, ~~e ss~c~; f • and ~`\ ~,---- ,~?ECr., ~~w~ 4~'`~d~{e ,the witnesses, this `~ day of r, , 004. Notary Pu~c~ My Commission Expires: `}-a t~'~- Nancy Cahoon Notary Public Alamanc~ ~®' N~ Page Four (4) of the Last 1,IVi~I and Testament of CURTIS G. ~ VIS, Consi~tyng of Four~4) Pa 'es~ RTIS"G. DAVIS O H cf~ H x N 4 ~ Q 4 W ~ N W N ~ a ~ ~ w O r N X n W Z z O N ~ a U U m V U~Y?UZ N o d s '~ o W q a'" ~ ~ N W ~ ~ Z O ~ 1 z m °~ a ~ o ~ r N 4 N W ~~ .~ ~G` v ~O H 6 A C> H Ix'+ V Y U N 4 01 M W Q W m N m W Q ~ F N X r Y~ V V m V V ~ Y a 41 Z ~ U Wa'0.'~+~~ 4 W Ol ~ Z yTi O p J ,~ z o a ~ U o m ~ r 4 W REV-1508 EX+ (8-98) scN~ou~ E COMMONWEALTH OF PENNSYLVANIA CASH, BAcN^K,,DEPOSRS, & i1V11$C. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF ~1LE NUMBER Curtis G. Davis ' 21-09-0667 __ Include the proceeds of litigation and the date the proceeds were received try the estate. All property tolntly~ownsd wRh right of survlvorshlp rest bs dlsdossd on SchsduN F. I ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1.' Members 1st Federal Credit Union, Checking Acct #343928 24, 397.55 2.' Members 1st Federal Credit Union, Savings Acct #343928 235,849.51 3. Sun Trust Bank, Savings Acxt # 0000182531287 5,220.58 4. ! 'Members 1st Federal Credit Union, Acct # 362964, Savings Acxount Dividend dated 7131/2009 5.35 ~- 5. 9 - .. ....,.. ,. ,, , Members 1st Federal Credit Union, Acct # 362964, Savin s Account Dividend dated 8/31/2009 26.69 6.' Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 913012009 22.13 7. Members 1st Federal Credit Union, Acct # 362964, Savings Amount Dividend dated 10131/2009 18.59 8.' Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 11/3012009 12.95 ~., 9. `Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 1213112009 7.00 10. Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 1!3112010 ', 6.85 11. Members 1 s# Federal Credit Union, Acct # 362964, Savings Account Dividend dated 2/28/2010 6.19 12. :.Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 3/3112010 6.85 13. Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 4130/2010 6.63 14. Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 513112010 6.85 15.' '.Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 6130!2010 6.63 16. Members 1st Federal Credit Union, Acct # 362964, Savings Acxount Dividend dated 7/3112010 6.85 17. Members 1st Federal Credit Union, Acct # 362964, Savings Account Dividend dated 8131 /2010 ,...., 6.81 (If more space is needed, insert additional sheeb of the same size) REV-1510 EX+ (08-09) Pennsylvania SCHEDULE G DEPARTMENTOF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NU BE Curtis G. Davis 21-09-0667 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-100 ~s yes. DESCRIPTION OF PROPERTY iTEM INCUaE THE NAME oFTHE TRANSFEREE, THEIR aaATIDNSHIP To DECEDEm' AND DATE OF DEATH 96 OF DECD'S ii EX LUSION TAXABLE NUMBER THE DATE of TRANSFER ATTACH A mPr OF THE DEED FOR RFAL ESTATE. VALUE OF ASSET INTEREST F A OIBIE VALUE _._ I. :Continental Assurance, Policy # 00636207, L'rfe Insurance Proceeds, Paid to ~ 9,121.00 100 9,121.00 0.00 the Estate on 10/2612009. i r, REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS 2. 3. Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) gaimant i 3,994.20 ~ Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 389.00 5, Aooour~tant Fees: 6• Tax Return Preparer Fees: ~• Checks for estate decking acx:ount 1 13.25 a. Postage fees to send notices to beneficiaries 4.84 s. Estate Publication Fees Paid to the Sentinel ( 123.82 ~ o.' Estate Publication Fees Paid to the Patriot News 177.02 ~ ~ ~ :DNA Diagnostics Center -DNA testing of Bill Montgomery, claiming to be illegitimate child of decedent 522.50 ~ 2. 'Information Network Associates -Private Investi ator to investi ate Bill Mont ome s v 9 9 g ry' claim .., ,, ., 180.25 i TDTAL (Also enter on Line 9, Recapitulation #! 6,184.88 ESTATE OF FILE NUM E Curtis G. Davis 21-09-0~6~ Deosdent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL~XPENSES: 1' Musselman Funeral Home - Creamation expenses for deceased 780.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address ', qty State ZIP Year(s) Commission Paid: If more space is needed, use additional sheets of paper of the same size. ', i REV-1512 EX+ (12-08) piennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERrrANCETAx RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUM E Curtis G. Davis 21-09-067, Report debts h~currod by the dexderrt prior to death that remained unpaW at the date of desth, tndudin9 unrelmb ical expense:. ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• _. _ Steubenville Herald -Leona Davis (deceased's wife)'s Obituary 103.70 2. `Cowes - Materials to construct custom bath necessary for deceased's condition prior to death 467.33 3. Lincare -Medical expenses for Leona Davis (deceased's wife) ~ 23.11 4. Boscovs -Bedding purchased for the deceased and his wife that decedent agreed to repay. 84.66 5. Musselman Funeral Home - Creamation expenses for Leona Davis (deceased's wife). 380.00 6. Pulmonary and Critical Care Medicine Associates, P.C. -Medical expenses for Leona Davis (wife). 15.27 7. Spirit Physician Services -Medical expenses for Leona Davis (deceased's wife). 16.80 8. Nephrology Assoc of Central PA -Medical. expenses for Leona and Curtis Davis. 6.18 9.' Claremont Nursing & Rehab Center -Cash deposit towards deceased's care. 200.00 10. 'American Home Medici Equipment - 2 electric hospital beds for Leona and Curtis Davis. ~ 464.00 '; 1 L "Claremont Nursing & Rehab Center -Cash deposit towards deceased's care. 71.00 12. Med Staffers -Medical care for Leona and Curtis Davis. 292.50 13.': USPS -Postage paid on behalf of deceased. ' 16.50 14.; -USPS -Postage paid on behalf of deceased. 16.50 15.' `:Cowes -Wardrobe cabinet purchased for the deceased that deceased agreed to repay. 380.58 16. Faffh Trinkl - Pafial reimbursement of construction of bathroom tailored to deceased's needs 5, 000.00 17.! Patrick K. Davis - Reimbursement of expenses associated with the sale of decedents prior home 23,816.00 See attached information regarding items 16 and 17 a~ lt'~"~ fe ~~s° tb and at sva~ r~a~ tied ' tg d'+~` eye' ds~ e~ax~`e~ py~~c die . dece~~ic~~ ~d~e d~e~r~s~ ba c ~~ ~ ~ Cs ~a~s'cb~'db 1~ye ~ • r~~s, ~t~t° they ` 5e~,ed C~,s te~~ ~e~tstea~„a,~ ~ti° ~aco~; °,~°~ tb~ . 'a~'. 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P'~G ~~, NNs,~a~a Inheritance Tax Return Schedule I Attachment Resardine Item # 16 Due to their ailing health, Curtis G. Davis (deceased) and his wife (also deceased ~ Enola, PA to live with their daughter Faith and her husband, Steve. Faith and Ste living space and bathroom for Faith's parents to live in. The deceased stated his i reimburse Faith and Steve for expenses incurred in making this living space. Fail had major home renovations done on their powder room to turn it into a bathroo shower for the deceased's accessibility. It would not have been a cost they wouk if not for the deceased and his wife moving in. Although the renovation of the sn room to a'/4 bath cost more than $5,000, Faith and Steve only requested a $5,000 from the estate. Attached are emails from each of the seven siblings indicating th with this reimbursement. moved to ~e'made a it$ntion to i i#nd Steve wtith a walk in hive incurred ~1~ powder agree Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:42 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #2 Patrick K. Davis (re Curtis G. Davis estate) From: pkdavis1128@yahoo.com To: KNewstead@aol.com Sent: 8/11/2010 7:53:44 A.M. Pacific Daylight Time Subj: Re: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) Thanks, Karen. Love, Pat From: "KNewstead@aol.com" <KNewstead@aol.com> To: sherwriter@frontiernet.net; KNewstead@aol.com; davis@superpa.net; wattup@charter.net; ftrinkl@verizon.net; pkdavis1128@yahoo.com; mpike@rochester.rr.com Sent: Sat, August 7, 2010 5:26:20 PM Subject: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, When Mom and Dad decided to make the move to Enola to live with Faith and Steve, they had c nviersations with Pat, Faith, and me, stating their intention to reimburse Faith for expenses she and Steve wo Id ''.incur in making a living space and bathroom for Mom and Dad. They also told me they would pay Faith r nip each month and help pay for utilities and food bills. As we all know, Faith and Steve had major renovation do a pn their powder room to tum it into a bathroom with walk-in shower for Mom and Dad's accessbility. It wo Id not have been a cost they'd have incurred if not for Mom and Dad moving in with them. I know we're all th nltful Faith and Steve were willing and able to open their home to Mom and Dad, and saddened that it was not th I©ng term situation we had all expected and hoped it would be. Given Mom's poor health when she arrived in Enola, and the rapid progression of Dad's Alzheim r's, after his diagnosis, there wasn't any thought to having a contract signed where Faith would be reimbursed for the bathroom remodel and for utilities, etc., as Mom and Dad had insisted they wanted to do. The renovation of the small powder room to a 3/4 bath cost more than the $5,000 we are asking t be reimbursed to Faith through the estate account, but Faith insists it is a fair amount. Since the bat i$ not directly connected to a bedroom, there is little, if any, added value to the property, but this amount would ffset at least some of the cost of the bathroom reconstruction. Faith is not asking for any reimbursement forth id~creased heating bills that resulted from keeping her thermostat at 78 degrees for Dad's comfort or for any tiler utilities, even though it was Mom and Dad's intention to help pay for those, too. Please respond immediately stating whether or not you are in full agreement that the estate shou d reimburse Faith for $5,000 for the bathroom conversion she had done for Mom and Dad's living space in he house. I am asking each of you to respond with a "Yes" or "No" after reading the following paragraph: "1 understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that Faith A. Trinkl should be reimbursed for $5,000 toward the expenses incurred for bathroon which allowed Mom and Dad to live in her house with her. I fully agree that this amount sh to my sister Faith A. Trinkl from the account of my late father Curtis G. Davis' estate." Please respond by typing with a "Yes" or "No" here: YES sister be repaid zi Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen zz Kirsi~ll7 kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:44 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #2 Melanie A. (Davis) Pike (re Curtis G. Davis estate) a From:. rnpike(c~rochester.n-.com ~ To: KKlewstead@aol.com Sent: g/7/2010 3:21:09 P.M. Pacific Daylight Time ', Subj: Re: ~2 Email re Dad's Estate (per my email of 8/6/2010 to you) ', = C~tnar nnessage ---- ~!j~lll~tesd~aol.com to. srv-rtiterCcDfrontiernet.net ; KNewsteadCa~aol.com ; davisCcasupema.net ; wattupCa~charter.n~t ; f~klllQverizon.net ; pkdavis1128Cowahoo.com ; moike(c~rochester.rr.com isnt: Saturday, August 07, 2010 5:26 PM !, subject: #2 Email re Dad's Estate (per my email of 8!6/2010 to you) Der Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, When Mom and Dad decided to make the move to Enola to live with Faith and Steve, they had c with Pat, Faith, and me, stating their intention to reimburse Faith for expenses she and Steve we making a living space and bathroom for Mom and Dad. They also told me they would pay Faith month and help pay for utilities and food bills. As we all know, Faith and Steve had major renov their powder room to turn it into a bathroom with walk-in shower for Mom and Dad's accessbility have been a cost they'd have incurred if not for Mom and Dad moving in with them. I know we'r Faith and Steve were willing and able to open their home to Mom and Dad, and saddened that i long term situation we had all expected and hoped it would be. Given Mom's poor health when she arrived in Enola, and the rapid progression of Dad's AI. diagnosis, there wasn't any thought to having a contract signed where Faith would be reim bathroom remodel and for utilities, etc., as Mom and Dad had insisted they wanted to do. ~n±rersations uld incur in ~ent each itidn done on It'would not all thankful was not the ~~ after his fpr the The renovation of the small powder room to a 3/4 bath cost more than the $5,000 we are asking to ibe reimbursed to Faith through the estate account, but Faith insists it is a fair amount. Since the ba h ~s not directly connected to a bedroom, there is little, if any, added value to the property, but this amount woul ot<fset at least some of the cost of the bathroom reconstruction. Faith is not asking for any reimbursement fort e',increased heating bills that resulted from keeping her thermostat at 78 degrees for Dad's comfort or for an other utilities, even though it was Mom and Dad's intention to help pay for those, too. Please respond immediately stating whether or not you are in full agreement that the estate sho Id reimburse Faith for $5,000 for the bathroom conversion she had done for Mom and Dad's living space in h r House. I am asking each of you to respond with a "Yes" or "No" after reading the following paragraph: ~ "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, tha rr'y sister Faith A. Trinkl should be reimbursed for $5,000 toward the expenses incurred for bathroo ~enovati which allowed Mom and Dad to live in her house with her. I fully agree that this amounts old be repaid to my sister Faith A. Trinkl from the account of my late father Curtis G. Davis' esta e." Please respond by typing with a "Yes" or "No" here: Yes 23 F I Your return email address will be sufficient that this is from you. 1 Thank you for your immediate response. L`o'b~,,Ka'Fn No virus found in this incoming message. Checked byr AVG - www.avq.com Version: 9.0,,851 /Virus Database: 271.1.113056 -Release Date: 08/07/10 02:28:00 i 24 _ T_ __ Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:38 AM To: kkutlerr~fbstax.com; ftrinkl@verizon.net Subject: Fwd: #2 Faith A. (Davis) Trinkl (re Curtis G. Davis estate) =rom: ftrinkl@verizon.net 1"0: KNewsteadt~aol.com Sent: 8/7/2010 5:40:38 P.M. Pacific Daylight Time 5ubj: RE: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) From: KNewstead@aol.com [mailto:KNewstead@aol.com] Sent: Saturday, August 07, 2010 5:26 PM To: sherwriter@frontiemet.net; KNewstead@aol.com; davis@superpa.net; wattup@charter.net; ftrinkl@verizon.net; pkdavis1128@yahoo.com; mpike@rochester.rr.com Subject: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, When Mom and Dad decided to make the move to Enola to live with Faith and Steve, they had c nversations with Pat, Faith, and me, stating their intention to reimburse Faith for expenses she and Steve wo Id incur in making a living space and bathroom for Mom and Dad. They also told me they would pay Faith r nt each month and help pay for utilities and food bills. As we all know, Faith and Steve had major renovation do a an their powder room to tun it into a bathroom with walk-in shower for Mom and Dad's accessbility. It wo Id not have been a cost they'd have incurred if not for Mom and Dad moving in with them. I know we're all th nkful Faith and Steve were willing and able to open their home to Mom and Dad, and saddened that it was not th long term situation we had all expected and hoped it would be. i~ Given Mom's poor health when she arrived in Enola, and the rapid progression of Dad's Alzheimer's after his diagnosis, there wasn't any thought to having a contract signed where Faith would be reimbursed for the bathroom remodel and for utilities, etc., as Mom and Dad had insisted they wanted to do. The renovation of the small powder room to a 3/4 bath cost more than the $5,000 we are asking t be reimbursed to Faith through the estate account, but Faith insists it is a fair amount. Since the bat i~ not directly connected to a bedroom, there is little, if any, added value to the property, but this amount would ff~et at least some of the cost of the bathroom reconstruction. Faith is not asking for any reimbursement forth increased heating bills that resulted from keeping her thermostat at 78 degrees for Dad's comfort or for any ther utilities, even though it was Mom and Dad's intention to help pay for those, too. 15 'I _ _ ~_ Please respond immediately stating whether or not you are in full agreement that the estate should reimburse Faith for $5,000 for the bathroom conversion she had done for Mom and Dad's living space in her house. I am asking each of you to respond with a "Yes" or "No" after reading the following paragraph: ', i "i understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that y; sister Faith A. Trinkl should be reimbursed for x5,000 toward the expenses incurred for bathroom renovation which allowed Mom and Dad to live in her house with her. I fully agree that this amount sh ulid be repaid to my sister Faith A. Trinkl from the account of my late father Curtis G. Davis' estate." Please respond by typing with a "Yes" or "No" here: Yes ... Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen 16 ~ r , Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:36 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #2 Colleen Sue (Davis) Watt (re Curtis G. Davis estate) From: wattup@charter.net To: KNewstead@aol.com Sent: 8/7/2010 8:55:02 P.M. Pacific Daylight Time Subj: Re: #2 Email re Dad's Estate (per my email of 816/2010 to you) --- KNewsteadCDaol.com wrote: > Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, > When Mom and Dad decided to make the move to Enola to live with Faith and > Steve, they had conversations with Pat, Faith, and me, stating their > intention to reimburse Faith for expenses she and Steve would incur in making a > living space and bathroom for Mom and Dad. They also told me they would pay > Faith rent each month and help pay for utilities and food bills. As we all > know, Faith and Steve had major renovation done on their powder room to > tum it into a bathroom with walk-in shower for Mom and Dad's accessbility. > It would not have been a cost they'd have incurred if not for Mom and Dad > moving in with them. I know we're all thankful Faith and Steve were willing > and able to open their home to Mom and Dad, and saddened that it was not > the long term situation we had all expected and hoped it would be. > Given Mom's poor health when she arrived in Enola, and the rapid > progression of Dad's Alzheimer's after his diagnosis, there wasn't any thought to > having a contract signed where Faith would be reimbursed for the bathroom > remodel and for utilities, etc., as Mom and Dad had insisted they wanted to do. > The renovation of the small powder room to a 3/4 bath cost more than the > $5,000 we are asking to be reimbursed to Faith through the estate account, > but Faith insists it is a fair amount. Since the bath is not directly > connected to a bedroom, there is little, if any, added value to the property, > but this amount would offset at least some of the cost of the bathroom > reconstruction. Faith is not asking for any reimbursement for the increased > heating bills that resulted from keeping her thermostat at 78 degrees for Dad's > comfort or for any other utilities, even though it was Mom and Dad's > intention to help pay for those, too. > Please respond immediately stating whether or not you are in full agreement > that the estate should reimburse Faith for $5,000 for the bathroom > conversion she had done for Mom and Dad's living space in her house. I am asking > each of you to respond with a "Yes" or "No" after reading the following > paragraph: > "I understand it was the intent of my late parents, Curtis G. Davis and > Leona B. Davis, that my sister Faith A. Trinkl should be reimbursed for > $5,000 toward the expenses incurred for bathroom renovation which allowed Mom and Dad to live in her house with her. I fully agree that this amount should > be repaid to my sister Faith A. Trinkl from the account of my late father > Curtis G. Davis' estate." I, 13 > Please respond by typing with a "Yes" or "No" here: Yes, I agree. > > Your return email address will be sufficient that this is from you. > Thank you for your immediate response. > Love, Karen 14 Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:31 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #2 Karen Lynn (Davis) Newstead {re Curtis G. Davis estate) From: KNewstead@aol.com To: sherwriter@frontiernet.net, KNewstead@aol.com, davis@superpa.net, wattup@charter.net ftrinki@verizon.net, pkdavis1128@yahoo.com, mpike@rochester.rr.com Sent: 8/7120'10 2:26:22 P.M. Pacific Daylight Time Subj: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie When Mom and Dad decided to make the move to Enola to live with Faith and Steve, they had c nviersations with Pat, Faith, and me, stating their intention to reimburse Faith for expenses she and Steve wo Id'incur in making a living space and bathroom for Mom and Dad. They also told me they would pay Faith r nt each month and help pay for utilities and food bills. As we all know, Faith and Steve had major renovation do eon their powder room to turn it into a bathroom with walk-in shower for Mom and Dad's accessbility. It wo Id not have been a cost they'd have incurred if not for Mom and Dad moving in with them. I know we're all th nikful Faith and Steve were willing and able to open their home to Mom and Dad, and saddened that it was not th I©ng term situation we had all expected and hoped it would be. Given Mom's poor health when she arrived in Enola, and the rapid progression of Dad's Alzheimer's after his diagnosis, there wasn't any thought to having a contract signed where Faith would be reimburse fog the bathroom remodel and for utilities, etc., as Mom and Dad had insisted they wanted to do. The renovation of the small powder room to a 3/4 bath cost more than the $5,000 we are asking o be reimbursed to Faith through the estate account, but Faith insists it is a fair amount. Since the bat i~ not directly connected to a bedroom, there is little, if any, added value to the property, but this amount would off'~et at least some of the cost of the bathroom reconstruction. Faith is not asking for any reimbursement for t e ihcreased heating bills that resulted from keeping her thermostat at 78 degrees for Dad's comfort or for any other utilities, even though it was Mom and Dad's intention to help pay for those, too. Please respond immediately stating whether or not you are in full agreement that the estate should reimburse Faith for $5,000 for the bathroom conversion she had done for Mom and Dad's living space in he house. I am asking each of you to respond with a "Yes" or "No" after reading the following paragraph: "I understand It was the intent of my late parents, Curtis G. Davis and Leona B. Davis, tt Faith A. Trinkl should be reimbursed for $5,000 toward the expenses incurred for baths which allowed Mom and Dad to live in her house with her. I fully agree that this amount to my sister Faith A. Trinkl from the account of my late father Curtis G. Davis' estate." Please respond by typing with a "Yes" or "No" here: YES Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen mfr sister n rienovation ~oWld be repaid io ___ _ _. ______ r ~_, _- Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:33 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #2 David G. Davis (Curtis G. Davis estate) From: davis@superpa.net To: KNewstead@aoi.com Sent: 8/8/2010 2:46:30 P.M. Pacific Daylight Time Subj: RE: Fwd: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) - Original Message --- From :KNewstead@aol.com[mailto:KNewstead@aol.comj Sent :8/8/2010 5:41:32 PM To :davis@superpa.net Cc Subject : RE: Fwd: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) From: KNewstead@aol.com To: sherwriter@frontiernet.net, KNewstead@aol.com, davis@superpa.net, wattup@charter.net, ftrinkl@verizon.net, pkdavis 1128@yahoo.com, mpike@rochester. n-. com Sent: 8/7/2010 2:26:22 P.M. Pacific Daylight Time Subj: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, When Mom and Dad decided to make the move to Enola to live with Faith and Steve, they had conversations with Pat, Faith, and me, stating their intention to reimburse Faith for expenses she and Steve would incur in making a living space and bathroom for Mom and Dad. They also told me they would pay Faith rent each month and help pay for utilities and food bills. As we all know, Faith and Steve had major renovation done on their powder room to turn it into a bathroom with walk-in shower for Mom ~ ~ _,., and Dad's accessbility. It would not have been a cost they'd have incurred if not for Mom and Dad moving in with them. I know we're all thankful Faith and Steve were willing and able to open their home to Mom and Dad, and saddened that it was not the long term situation we had all expected and hoped it would be. Given Mom's poor health when she arrived in Enola, and the rapid progression of Dad's Alzheimer's after his diagnosis, there wasn't any thought to having a contract signed where Faith would be reimbursed for the bathroom remodel and for utilities, etc., as Mom and Dad had insisted they wanted to do. The renovation of the small powder room to a 3/4 bath cost more than the $5,000 we are asking to be reimbursed to Faith through the estate account, but Faith insists it is a fair amount. Since the bath is not directly connected to a bedroom, there is little, if any, added value to the property, but this amount would offset at least some of the cost of the bathroom reconstruction. Faith is not asking for any reimbursement for the increased heating bills that resulted from keeping her thermostat at 78 degrees for Dad's comfort or for any other utilities, even though it was Mom and Dad's intention to help pay for those, too. Please respond immediately stating whether or not you are in fuH agreement that the estate should reimburse Faith for $5,000 for the bathroom conversion she had done for Mom and Dad's living space in her house. I am asking each of you to respond with a "Yes" or "No" after reading the following paragraph: "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that my sister Faith A. Trinkl should be reimbursed for $5,000 toward the expenses incurred for bathroom renovation which allowed Mom and Dad to live in her house with her. I fully agree that this amount should be repaid to my sister Faith A. Trinkl from the account of my late father Curtis G. Davis' estate." Please respond by typing with a "Yes" or "No" here:yes Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen Kirsten Kutier From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:25 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #2 Sharon Lee Fernberg (re Curtis G. Davis estate) From: shenan'iter@frontiemet.net To: KNewstead@aol.com CC: KNewstead@aol.com, davis@superpa.net, wattup@charter.net, ftrinkl@verizon.net,. pkdavis1128@yahoo.com, mpike@rochester.rr.com Sent: 8/7/2010 2:35:55 P.M. Pacific Daylight Time Subj: Re: #2 Email re Dad8~apos;s Estate (per my email of 8/6/2010 to you) - Original Message --- From: KNewstead@aol.com To: sherwriter@frontiernet.net, KNewstead@aol.com, davis@superpa.net, wattup@charter.net, ftrinkl@verizon.net, pkdavis1128@yahoo.com, mpike@rochester.rr.com Sent: Saturday, August 7, 2010 5:26:20 PM Subject: #2 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, When Mom and Dad decided to make the move to Enola to live with Faith and Steve, they had conversations with Pat, Faith, and me, stating their intention to reimburse Faith for expenses she and Steve wo Id incur in making a living space and bathroom for Mom and Dad. They also told me they would pay Faith nt each month and help pay for utilities and food bills. As we all know, Faith and Steve had major renovation do e,on their powder room to turn it into a bathroom with walk-in shower for Mom and Dad's accessbilty. It w uld not have been a cost they'd have incurred if not for Mom and Dad moving in with them. I know we're all th nNcful Faith and Steve were willing and able to open their home to Mom and Dad, and saddened that it was not t e long term situation we had all expected and hoped it would be. Given Mom's poor health when she arrived in Enola, and the rapid progression of Dad's Alzheimer's after his diagnosis, there wasn't any thought to having a contract signed where Faith would be reimburse for the bathroom remodel and for utilities, etc., as Mom and Dad had insisted they wanted to do. ', The renovation of the small powder room to a 3/4 bath cost more than the $5,000 we are asking o be reimbursed to Faith through the estate account, but Faith insists it is a fair amount. Since the ba h is not directly connected to a bedroom, there is little, if any, added value to the property, but this amount would offset at least some of the cost of the bathroom reconstruction. Faith is not asking for any reimbursement for t e increased heating bills that resulted from keeping her thermostat at 78 degrees for Dad's comfort or for any outer utilities, even though it was Mom and Dad's intention to help pay for those, too. Please respond immediately stating whether or not you are in full agreement that the estate should reimburse Faith for $5,000 for the bathroom conversion she had done for Mom and Dad's living space in he~ house. I am asking each of you to respond with a "Yes" or "No" after reading the following paragraph: "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that my si tee Faith A. Trinkl should be reimbursed for $5,000 toward the expenses incurred for bathroom renovation w ich allowed Mom and Dad to live in her house with her. I fully agree that this amount should be repaid to my ister Faith A. Trinkl from the account of my late father Curtis G. Davis' estate." ', Please respond by typing with a "Yes" or "No" here: Yes ~ , _ ___ Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen Inheritance Tax Return Schedule I Attachment Resardins Item # 17 Due to their ailing health, Curtis G. Davis (deceased) and his wife (also deceased moved to Enola, PA to live with their daughter Faith and her husband, Steve. The decease and his wife moved from North Carolina. In order to make this move, the deceased and his fe sold their house to their son, Patrick Davis and his wife, Pamela Davis. The deceased and 's'wife intended to repay Pat for any losses he incurred in buying and subsequently selli g their home (presumably when the market got better). Additionally, the deceased and his wif asked Patrick to agree that if Pat profited from the sale, he was to share the profits with his sibl' gas. The attached spreadsheet details the proceeds from the sale of the house and its Conte is ($108,686) and the expenses Patrick and his wife incurred in selling the house ($132,502). 's demonstrates that Patrick and his wife suffered a loss of $23,816 in selling the ho a once owned by the deceased. Pursuant to the oral agreement between Patrick and the decease ,Patrick is owed a reimbursement of the $23,816 in expenses incurred from the estate. Alta hed are emails from each of the seven siblings indicating that they agree with this reimbursemen . REVENUES DATE Proceeds from Sale of Items in House Mebane Auction Gallery 3/27/2009 Mebane Auction Gallery 4/17/2009 Mebane Auction Gallery Cindy Smith Auction Gallery 4/17/2009 Cindy Smith Auction Gallery 4/23/2009 Cindy Smith Auction Gallery 6/5/2009 Cindy Smith Auction Gallery 6/8/2009 e-Bay Sales Various Garage Sale #1 May-09 Garage Sale #2 6/27/2009 Grimbail's (Scrap Gold) Sub-Total of Revenues from Sale of Items From House Net Proceeds from Sale of House (See Closing Statement) Total Revenues: $9,067 $557 $1,100 $6,526 $315 $501 $1,396 $4,578 $625 $592 $331 $25,588 $83,098 EXPENSES Purchase of House and Contents (See Closing Statement) 1/30/2009 I $110,045 Gas ' $1,709 Electric ', $1,043 Water/ Sewer ~ $275 2009 County Taxes ', $542 2009 City Taxes ~i $599 Bohemia Floors !~ $2,578 Painting ~, $2,050 Lawn Care $300 Master Bath Tiling ', $1,457 Repair Work (for House Sale) ~ $2,904 Interest on Equity Loan ', $5,040 Mileage (15 months, 2 x week on average, 60 miles round trip, .55/ gallon) !, $3,960 Total Expenses: i $132,502 Total Reimbursement: ~'~' ~ .e a +k ~s tip, 'd'tk os.~ti H. Twee of Lasn A. Settlement Statement THUD-1) ~~l t.5_:J FtiP. 2.[~ RI-tS 3. QConv, tJnms. 4. a VA 5.D Ctmv. ins. ti. Y-ue rvurnter: ~ r ~:oa~+ 9du++rt>esr JACtaBS 74723.0$ 40 '5008$'!7 $. i ~38 C. Note: TTtis forrri is lumishBU ifl gwe you a statement of sows; settlement costs. Amounts paid trJ and by t Items marked "~A-p:c.) `were paid outsip'e the ctosiny; they are sho-vn here #or inforrnationei puryo e set'tlem s s and an D. Name and Adtlress of 8orrov+er: ~ t William Jatxyds, Jr. 2019 Holland Rve. 8uriingtai. NC 2721? ~. Name-anti ~+ortress of 5eiier: ~ Patrick K, Davis i Pamela J. pauis ~: ~ H 4 S itisyemc are ~tlmatk Re 11-B A1am: t~rtington, t i G Property Location: ~ 2079 Holland Avg. Burlington, NC 27217 Alatnance County, Norm Carolina j l-i. Settlement AgenS: 56.1189018 Wisnart, Norris, Henninger & Pittman. P.A 131.34 5. Cnurch 5tre@t eurtington, NC 2'215 ', ~ F'h, {33r P811 ~ 5 88851133328 ~ z'iat:e zif Settiert~ni: i 312v S. Cnurcn Street `Burin ton, NG ~'2a5 ', . . J. Sutnmaty of Borrovrer's transact5on r. .. K. Summary ofi 58ttar'i t neactitt 1t3D. Gross Amount Due trcxn Borrower: 400. Gross i4,m aunt Due to ,., et sr: 101. Contract sates nee 95,000.04 _ 441 ~ Contract salesmen c-e 1032. Personal rope - - 402. Personal proPeAy I- 143. Sett#ement Cnar es to Borrower {Line 'taGO`r 7,x54,27 403. ~ 1i>e. 40d. i OS. 445. Ad tJ6imerrti for itirrrti id Setter In fdvarst:Q ustmerrts tar items Sella 105. Ci tt'own Takes to 406. C' frown Taxes 107. Coun Taxes to 407. Coup Taxes 't0$. Assessments to a0t3. Assessments 1039. 409. 14fi. 41L3. 111. 411. 11 z. 412. i20. Caro+~s Amount Due From Borrower 102;454.?7 420. Graaa Amount due SeriMrr 31)0. Amounts Paid b or in Beltslf ofi Borrower 8i~. Reductions in Amcw ue Se 201. D it or earnest 204.00 50'1, Excoeis de 't see ~ it ons iv2, w'ri i errrovrit ett rreyv kienl6` 93.27E.OG 502. Settlement ctta. s!: to _ S ter : !ar 203. 1ti xisLn ioani55 taken suo eCt to 50$. Exislzn loan S)'taken StJ G4 t0 20+5_ 5Q4_ Payoff First Mortpags Cf+DE 245. ~a05. PE t:onC Mo 200. 506. 2G7. 507. it drsb. as r eds) 208., 508. X05. Setter Pd Cit:sir t:.bsis 3,81~.'3'r 5d'9. Setter ~ri Cl~sirt Ad"uitrnents #or trams un id Seiler Ad~tratments for it+ertts u Hd S 210. Cii ft"own'faxtss 01101!10 to 44121!10 180.2$ 510. C" Town '; axes t7 /t3i 211. Coun Taxes 01101 /10 p 04121110 163.2$ 511. (",..nun T$xeS 01I{31 212. Rssessrrrents to 512. Assessments 213. 513. 214. 5'14. 215, 515. 216. ~ 51s. 2'17. 51fi. 218. 51$. 219. 51$. L, Battlement Charges Tt10. Total Rsai Estate Broker Foes ~ 6.700.00 I?ivrsion of commrssron {line 700) as allows 7~~1 5 5 700.00 tc wee 8 Com an • F 702. to 703. Commtss~on aid at sett)ement 70•:. 800. ttemc P bie in Connection with Loan $01 Our on inaUOn Char a Includes On inaUon Point d`7o or y S 2.748.59 from GFE zY? } $A2. Your creditor charge {points) for the specific interest rate chosen 5 -?.621.19 {from GFE #2) 803 Your adtusiec origination char es itrom GFE #A 804 sisal lee tD CBRES {from GFE #3 805. fired"st Report to fiaitrnark ResidenCai tvtOrtpage, from GFE ss3 Stl£, Tax service _. ...__ to (from GFE rt3} 80+. Flood certification 1c First American Flood Data t#rom GFE #3) 808 Final tnspect~on to Christina Pearson (from GFE #3) 809 {tram GFE #3) 810. (from GFE #3} 811 ffrom GFE #31 PpC 1300. )tams R wired b Lander to tae Paid in Advance 90'1. Daily interest charges cram 04~2Al10 to ASiO?r10 1? ~ 513.42A4001day {from GFE sF10} 902 Mtxt a rnsuranrx premium #or months to Carolina Sank from GFE it3 5A3 Homeowner's insurantx for 1.0 ears to State Farm insurance {from GFE #11 } ~. {from GFE rill ~5 {from GFE #1 ? } 100fl. Rsierves iced with Lender 1AL'1. initial deRasitfor your escrow account {from G=E >*9) omeowner s insurance v mon s per .man 1003. Mart a e insurance OA00 rnanths 5 41'.'5 er month 7004. Property taxes S '.,045.11 City Tax ? 1.OOA months ~ 5 49.$£s per month County Tax 11.OA0 months (~ S 45.15 per month Gounly axes months ~ 5 per month _ - _ L 1 A05. 5 _._._...-. ,0,~_ months ~ 5 per morrm $ 1007. months iii 5 per month $ ? 008. 5 ?DL?Q. Aggregate Ati)ustrnent S -131.54 ? 100. Title Ctsa ':101. Tipe services and lender's title insurance ram #4 1A2. Settlement or closet tee to Wisher:. Norris, 1-lennin er & Pittman, P.A $ 520. 103. Owne:'s tithe insurance to Chicagn -Title Insurance frcun GFE # 1104. Lender's title insuranaeto Chrcago Title insurance ~ 235. 11fl5. Lender's title Oils limit $ 93.279.D0 1 ? 0&. Owner's title i > limit S 95,AOOAO 1107. nCS On of the total tine:insurance remium $ 1108. EJnderwriter's roan of the total title insurance remium to China o Title Insurance 5 1109. 1'110. `!111. ? 112., ayo Judgment to Clerk of curt 02C~ 1113. Termrrnx wk and instailatian Inv. io Terminix 1200. Government Recording and Transfer Charges 1201. Govemment recardin char es to Alamance Coun R later of Deeds from GFE # t 202. Deed S 22.00 tulortpage S 54.A0 Releases 5 Oth r S 12x3. Transfer taxes {#rom GFE ) 1204. Ci County taxtstamps '5 190,00 5 12A5. Slate taxtstam s ~ 1 X06. 1207. 1300. Additional Settlement Char. es 1301. Re aired services that can trio for from GFE i 302.. Pest Ins Chan to Hod a Pest t:,ontrol ~ 65.0 1303. *iome Inspection to Alford flame In section Services, Inc. S 225.0 1304. P a ft to NCO Financial Galiection RE: it I E'"::. ~?~. _=~? r_?: .'^.9 ~3c'~~e"3: ?mot ;' 0111 I71C). 256: c~ ~` t. FHA 2. ~^IFmHA 9, COMJ, UNiNS. 1. VA 5.= CO U.S, piEtARTMENT OF iYOti~NGd Utti/W OEVELC?PMENT N TEMENT T A SETTLEMENT S ,N p ~ t C. NC.TTE' t~ ~aieCJame~~ lwro»rd~m~ P~/?~s~ ~» pr ~ l b ~t'i wir• wt ~ t items r+.~r+se'• 7PbC 1.0 7aE 7D~N6.wtr'gDK~WDAVIk-A G. N+iME AIJI: AD'JRES5 OF BURROWER' ! E, NAME /rND +4DORE55 Ot' SE4l£R. : F. NMAE AN r'' ADDRESS ER: PaaWk K. Uswc son wlf4. ~ Curtis G.. Devis ! Np'1! ~' Pameb J. Oww 91~ t+lapewoDq Urne ~ 9nt,1y, PA. 97025 1111 i 139 Oa9vm Wou Crwpal HEi. NG 27578 I 'i , G. pF7C1Pl~RTY LCX.'.ATION• H. SETTLEMENT ApENT. 5E-1097053 1 .L. _. 3~.`I'TLB~ 2019 HDYnE Awer;ue MeeskY )yleaslrX 8 Memicie r Bur9nOnn, N:: 2T217 _ .-_, tluAry 30. 2! Aismenoe Ccunry, North Cxofins { P7.ACE OF 5ETT1.fi'MENT ,~, ... 3(%riJ 5. Gtwr77: btrae7 ~~ } _ . .._...._~. i Burtln¢mr;, NC 27215 101. Contract Sobs Prise .00 401. Contra SaM Pilo _. 102. P1q[+nit 13 Cb0.00 102. PaerorW 10:l. t b BOAaWr Late ti001 13.00 1a. X04_____ _~ 105. .rl. acxarue._ i00. own TaraA b 106. awn T tD 107. GDYD Taps tr3 10T, 'Ta9ea t0 1 Areaaarnanat b 40G 10 909. 409. 110. i9 . 111. ~ i1". 912. att. 920. GROSS AMCAJNT DUE RDWEN 910, .W tIO. G7tOS5 AMOUNT 0. AMOUNTS PNO Bl' iN f E 201 301. Sao Mtwnn c( Naw B 502.. Une 1 203. •v s cacao tD 503. ! Miar7 m i 20a. of iftft ~ 205. 206. 50&. 207. DOT. 20l. 508. . . 209. r 290, wvn 7aaes 90 '. 39 7azo >p 29'7. Ta 7: ZC 517. Gow9N Ta>po !n 212, io 392. 293. 9 , 211. ~ 59<, z,s. _ 39b. 217. $17. ?ib. ~J1b. ~ 219. 519. 220. TO AL PA)D $ OWER SiO. T TAL REDUC77GW !J7' DUE a O 307.. iDue From Bar-awar Unl 120 11a 04.5.00 Q01. QWaAmouM To SMYV Una 302, Lao Mnaurt. Paid 80~9'orsar I.-te 220 `i 802. taae Aatax9kone Dire Saur tJne S2D) at 303. CASK' X F ~ is BORRON/@U4 110 043.Q0 CASH X FItC.7rl1) TM uMers~ratr nerntry adtrtaMAeope roappi a tori70?GtDtl aDRY of PaDe4 Y a t !fits sla9amant srn sna>dvn.nte .., am.er. aorrower Parrlala W6 ~ der ~~~~I tYMi A@ ~,- rc GMpF F Of (i1;VMffAM6n f/N 1•~' of f0~8.' b fUMO 7~T to T ~' T03. Y: w 7. i.LSn ~ -!r. 10 /~..~~~~ tYTl. LOMf (~1~IOOt/nt ya t0 ! ee ~ a .Fee 1 aep b t: iG >nSKlrrlPlkKf 'Se t E70 '___..... 7. 90 :. lnyraK From w ~ 5 ~~ /tlay 1 ns 1ir.; / ~ UUAS. 2Cf RIOn111F t: 003 Ma7~rt7 Incuranan promwm la 7.G yWrs w '904. _'. !R`.. 7007. O 7002. tnaurnnfr 5 tnonttia S aC'r monk Routh 7 C orvrr Taxes 70!31. Taxrs rr+onlhe rnORVU S . tr~ontfi r trlOrf 7005. AS+mnyns 7007 7i0t1E. ft70t1Q7S mon07a S Par month p!c month nlOnlh j 1707: Sol!lSme1li or C tree 1702 Car ?Yae w t+Masaitls b t`laaai~ m i 2 .00: 77 _ ~} 710. Tllfa tnauranre 8h0n ~, 7705. t)octnnant aaor 7704. Maa7 Fee 170'. FMS w Mauloc 8. m Messalc a Mearoc ~ 1~AeaatUt, tJlssai[fc 8 McYitlt - 1lloYR/SB eL4`c tam rS• 1 ! r 17dudas enour tell: numbors• 1 ang ry r . . a 17 7 r'S 1779 ~ 7712. 7773. ; 1207. Fees' Darr S 20 00 1 - a7. Mtl 7 , Slats TSWSta . : i 7CJ. fiswaaap S ~ .00; 12iri. t2D5. 3 1301 . 7 Pa62 ! 7303.. m i 7 3tYt t 7]05. 100_ TflITIti. SETTLEMENT CHARGlS tEMSr on l.iF-u tm. S.w~e... _r ~..,. me ~_....-- ", ~~-' Q!'++O~IG aafls 1 0! ttva staurmant the aiprwtoriac Certlfied kf Oa a eue Dopy, Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:43 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #1 Melanie A: (Davis) Pike (re Curtis G. Davis estate) From: mpike@rochester.rr.com To: KNewstead@aol.com Sent: 8/7/2010 3:20:48 P.M. Pacific Daylight Time Subj: Re: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) -- Original Message ----- from: KNewsteadCa~aol.com ' To: sherwriterCd7frontiernet.net ; KNewstead(c~aol.com ; davis(a~superpa.net ; wattup(cr~.charter.ne~t ; ftrinklCcD_verizon.net ; pkdavis1128rwahoo.com ; mpikeCr~rochester.rr.com Sent: Saturday, August 07, 2010 4:45 PM Subject: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, As Mom and Dad stressed to Pat, Faith, and me many times, and probably to some of you, theirlintent was to repay Pat for any losses he incurred in buying and selling their Burlington house so they could ove. Pat, in turn, had made them agree that if he profited from the sale, he could share the profits with the re t of us. It was a huge financial risk for Pat to take, and although there was no profit to share, at least his losses wire less than they might have been. Please respond immediately, stating whether or not you are in full agreement that the estate should reimburse Pat for his detailed losses, on approval by the estate attorney's office. I am asking each of you t respond with a "Yes" or a "No" after reading the following paragraph: ~i "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, tha rr~y brother Patrick K. Davis is to be reimbursed for the losses incurred in his purchase and sale of m plarents' previous house located at 2019 Holland Avenue, Burlington, NC 27217. I fully agree that such losses should be repaid to my brother Patrick K. Davis from the account of my late father Curtis .'Davis' estate." Please respond by typing with a "Yes" or "No" here: Yes Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen No virus found in this incoming message. Checked by AVG - www.avq.com Version: 9.0.851 /Virus Database: 271.1.1/3056 -Release Date: 08/07/10 02:28:00 zo Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:41 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #1 Patrick K. Davis (re Curtis G. Davis estate) From: pkdavis1128@yahoo.com To: KNewstead@aol.com Sent: 8/11/2010 7:56:12 A.M. Pacific Daylight Time Subj: Re: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) 'Thanks, Karen. Love, Pat From: "KNewstead@aol.com" <KNewstead@aol.com> To: sherwriter@frontiemet.net; KNewstead@aol.com; davis@superpa.net; wattup@charter.net; ftrinkl@verizon.net; pkdavisi128@yahoo.com; mpike@rochester.rr.com Sent: Sat, August 7, 2010 4:45:31 PM Subject:: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, As Mom and Dad stressed to Pat, Faith, and me many times, and probably to some of you, their repay Pat for any losses he incurred in buying and selling their Burlington house so they could m turn, had made them agree that if he profited from the sale, he could share the profits with the re; a huge financial risk for Pat to take, and although there was no profit to share, at least his losses they might have been. itent was to /e. Pat, in of us. It was sere less than Please respond immediately, stating whether or not you are in full agreement that the estate sho~ld reimburse Pat for his detailed losses, on approval by the estate attorney's office. I am asking each of you to respond with a "Yes" or a "No" after reading the following paragraph: "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that Patrick K. Davis is to be reimbursed for the losses incurred in his purchase and sale of my previous house located at 2019 Holland Avenue, Burlington, NC 27217. I fully agree that ; should be repaid to my brother Patrick K. Davis from the account of my late father Curtis estate." Please respond by typing with a "Yes" or "No" here: YES Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen my brother parents' ~u¢h losses ~. Davis' 19 __ rT _ Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:38 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #1 Faith A. (Davis) Trinkl (re Curtis G. Davis estate) From: ftrinkl@verizon.net To: KNewstead@aol.com Sent: 817!2010 2:09:30 P.M. Pacific Daylight Time Subj: RE: #1 Email re Dad's Estate (per my email of 8/6!2010 to you) From: KNewstead@aol.com [mailto:KNewstead@aol.com] Sent: Saturday, August 07, 2010 4:46 PM To: sherwriter@frontiemet.net; KNewstead@aol.com; davis@superpa.net; wattup@charter.net; ftrinkl@verizon.net; pkdavis1128@yahoo.com; mpike@rochester.rr.com Subject: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, As Mom and Dad stressed to Pat, Faith, and me many times, and probably to some of you, their i tent was to repay Pat for any losses he incurred in buying and selling their Burlington house so they could m ve. Pat, in tum, had made them agree that if he profited from the sale, he could share the profits with the re t of us. It was a huge financial risk for Pat to take, and although there was no profit to share, at least his losses ere less than they might have been. '~ Please respond immediately, stating whether or not you are in full agreement that the estate st Pat for his detailed losses, on approval by the estate attorney's office. I am asking each of you "Yes" or a "No" after reading the following paragraph: "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that Patrick K. Davis is to be reimbursed for the losses incurred in his purchase and sale of my previous house located at 2019 Holland Avenue, Burlington, NC 27217. I fully agree that ~ should be repaid to my brother Patrick K. Davis from the account of my late father Curtis C estate." Id reimburse respond with a m~ brother parents' out~h losses ~. Davis' 17 Please respond by typing with a "Yes" or "No" here: YES Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen is Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:35 AM To: kkutler@fbstax.com; ftrinkl cLDverizon.net Subject: Fwd: #1 Colleen Sue (Davis) Watt (Curtis G. Davis estate) From: wattup@charter.net To: KNewstead@aol.com Sent: 8/8/2010 7:33:36 P.M. Pacific Daylight Time Subj: Re: Fwd: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) KNewsteadCcDaol.com wrote: > From: KNewstead[c~aol.com > To: sherwriterCcD_frontiemet.net, KNewsteadCa~aol.com, davis(a~superpa.net, > wattup(cD_charter.net, ftrinklCcD_verizon.net, pkdavis1128Cwahoo.com, > mpike(r~rochester.rr.com > Sent: 8/7/2010 1:45:33 P.M. Pacific Daylight Time > Subj: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) > Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, > As Mom and Dad stressed to Pat, Faith, and me many times, and probably to > some of you, their intent was to repay Pat for any losses he incurred in > buying and selling their Burlington house so they could move. Pat, in turn, > had made them agree that if he profited from the sale, he could share the > profits with the rest of us. It was a huge financial risk for Pat to take, > and although there was no profit to share, at least his losses were less > than they might have been. > Please respond immediately, stating whether or not you are in full > agreement that the estate should reimburse Pat for his detailed losses, on > approval by the estate attorney's office. I am asking each of you to respond with > a "Yes" or a "No" after reading the following paragraph: > "I understand it was the intent of my late parents, Curtis G. Davis and > Leona B. Davis, that my brother Patrick K. Davis is to be reimbursed for the > losses incurred in his purchase and sale of my parents' previous house > located at 2019 Holland Avenue, Burlington, NC 27217. I fully agree that > such losses should be repaid to my brother Patrick K. Davis from the account > of my late father Curtis G. Davis' estate." > Please respond by typing with a "Yes" or "No" here: Yes > Your return email address will be sufficient that this is from you. > Thank you for your immediate response. 11 > Love, Karen 12 Kirsten Kuper From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:33 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #1 David G. Davis (re Curtis G. Davis estate} From: davis@superpa.net To: KNewstead@aol.com Sent: 818/2010 2:44:51 P.M. Pacific Daylight Time Subj: RE: Fwd: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) Original Message ------ From :KNewstead@aol.com[mailto:KNewstead@aol.com] Sent :8/8/2010 5:41:13 PM To :davis@superpa.net Cc Subject : RE: Fwd: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) From: KNewstead@aol.com To: sherwriter@frontiernet.net, KNewstead@aol.com, davis@superpa.net, wattup@charter.net, ftrinkl@verizon.net, pkdavis1128@yahoo.com, m pike@rochester. n'. com Sent: 8/7/2010 1:45:33 P.M. Pacific Daylight Time Subj: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, As Mom and Dad stressed to Pat, Faith, and me many times, and probably to some of you, their intent was to repay Pat for any losses he incurred in buying and selling their Burlington house so they could move. Pat, in turn, had made them agree that if he profited from the sale, he could share the profits with the rest of us. It was a huge financial risk for Pat to take, and although there was no profit to share, at least his losses were less than they might have been. ~, Please respond immediately, stating whether or not you are in full agreement that the estate should reimburse Pat for his detailed losses, on approval by the estate attorney's office. I am asking each of you to respond with a "Yes" or a "No" after reading the following paragraph: "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that my brother Patrick K. Davis is to be reimbursed for the losses incurred in his purchase and sale of my parents' previous house located at 2019 Holland Avenue, Burlington, NC 27217. I fully agree that such losses should be repaid to my brother Patrick K. Davis from the account of my late father Curtis G. Davis' estate." Please respond by typing with a "Yes" or "No" here: yes Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen 6 ~. ~, Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:30 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: Fwd: #1 Karen Lynn (Davis) Newstead (re Curtis G. Davis estate) From: KNewstead(cgaol.com To: sherwriter@frontiernet.net, KNewstead@aol.com, davis@superpa.net, wattup@charter.net, ~I ftrinkl@verizon.net, pkdavis1128@yahoo.com, mpike@rochester.rr.com ~I Sent: 8/7/2010 1:45:33 P.M. Pacific Daylight Time Subj: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, ~! As Mom and Dad stressed to Pat, Faith, and me many times, and probably to some of you, their it tent was to repay Pat for any losses he incurred in buying and selling their Burlington house so they could m ve. Pat, in turn, had made them agree that if he profited from the sale, he could share the profits with the res of us. It was a huge financial risk for Pat to take, and although there was no profit to share, at least his losses ere less than they might have been. ', i Please respond immediately, stating whether or not you are in full agreement that the estate sho Id reimburse Pat for his detailed losses, on approval by the estate attorney's office. I am asking each of you to respond with a "Yes" or a "No" after reading the following paragraph: '~, "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that my brother Patrick K. Davis is to be reimbursed for the losses incurred in his purchase and sale of my parents' previous house located at 2019 Holland Avenue, Burlington, NC 27217. I fully agree that uch losses should be repaid to my brother Patrick K. Davis from the account of my late father Curtis .Davis' estate." Please respond by typing with a "Yes" or "No" here: YES Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen Kirsten Kutler From: KNewstead@aol.com Sent: Wednesday, August 11, 2010 11:24 AM To: kkutler@fbstax.com; ftrinkl@verizon.net Subject: fwd: #1 from Sharon Lee Fernberg (re Curtis G. Davis estate;) From: shervvriter@frontiemet.net To: KNewstead@aol.com CC: KNewstead@aol.com, davis@superpa.net, wattup@charter.net, ftrinkl@verizon.net, pkdavis1128@yahoo.com, mpike@rochester.rr.com Sent: 8/7/2010 2:20:08 P.M. Pacific Daylight Time Subj: Re: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) ---- Original Message --- From: KNewstead@aol.com To: sherwriter@frontiernet.net, KNewstead@aol.com, davis@superpa.net, wattup@charter.net, ftrinkl@verizon.net, pkdavis1128@yahoo.com, mpike@rochester.rr.com Sent: Saturday, August 7, 2010 4:45:31 PM Subject: #1 Email re Dad's Estate (per my email of 8/6/2010 to you) Dear Sharon, Karen, David, Colleen, Faith, Patrick, and Melanie, As Mom and Dad stressed to Pat, Faith, and me many times, and probably to some of you, their i tent was to repay Pat for any losses he incurred in buying and selling their Burlington house so they could m ve. Pat, in turn, had made them agree that if he profited from the sale, he could share the profits with the res o~ us. It was a huge financial risk for Pat to take, and although there was no profit to share, at least his losses et~e less than they might have been. Please respond immediately, stating whether or not you are in full agreement that the estate should reimburse Pat for his detailed losses, on approval by the estate attorney's office. I am asking each of you to respond with a "Yes" or a "No" after reading the following paragraph: "I understand it was the intent of my late parents, Curtis G. Davis and Leona B. Davis, that my br ther Patrick K. Davis is to be reimbursed for the losses incurred in his purchase and sale of my parents' previous house located at 2019 Holland Avenue, Burlington, NC 27217. I fully agree that such losses should be repaid t nny brother Patrick K. Davis from the account of my late father Curtis G. Davis' estate." i Please respond by typing with a "Yes" or "No" here: Yes Your return email address will be sufficient that this is from you. Thank you for your immediate response. Love, Karen _r ,._ __ REV-1513 EX+ (O1-10) Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: F>dLE NUMBER: Curtis G. Davis ', 21-09-0667 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not fast Trustie(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).) ~I i• `!Sharon Lee Femberg, 66 Whitman Rd., Rochester, NY 14616 !Daughter j 14.29°~ 2. 'Karen Lynn Newstead, 501 De Carli Ct., Campbell, CA 95008 Daughter 14.29% ! 3. !David Gordon Davis, 89 Fruitwood Trail, Fairfield, PA 17320 `Son 14.29% 4. ?Colleen Sue Watt, 445 Galvin Drive, Clarksville, TN 37042 Daughter 14.29% 5. 'Faith Arlene Trinkl, 913 Maplewood Lane, Enola, PA 17025 ?Daughter 14.29% 6. Patrick Kevin Davis,12101dham Place, Chapel Hill, NC 27516 !.:Son 14.29% 7. ` !.Melanie Anne Pike, 21 Curtiss Avenue, Sodus, NY 14551 `Daughter 14.29% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, i AS APPROPRIATE. II NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: ! L ... B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: !! 1. _. ! TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space is needed, use additional sheets of paper of the same size. 1 3 V ~~L 1l 1 ~~ 9 P q ~ o~ s 1110 North Mountain Road Harrisburg, PA 17112 Phone: (717) 635-7145 Fax: (86~) 259-8898 October 7, 2010 Register of Wills Cumberland County Courthouse 1 Courthouse Square ~', Room 102 !~ Cazlisle, PA 17013 Re: File No. 2009 - 00667 '' Estate of Curtis G. Davis, Deceased Date of Death: June 7, 2009 Late of Cumberland County Dear Sir or Madam: Enclosed is an original plus one copy of a PA Inheritance tax return for the a ove- referenced estate. A $15.00 filing fee is enclosed as well. Please time stamp~an' return the extra copy of the first page in the enclosed self addressed stamped envelo~e.~If you have any questions, please contact the undersigned. Sincerely, 1 Kirsten A. Kutler, Paralegal AG Tax Law, P.C. N O_ C-J ~~~ ~ .,-7 0 ~' : ~ C7 _ ~ ' -_3 rte- --{ L;., ~ :~ f7l A ` ~-;- -: l o c ~ s - w ~.•`~ ._~ ~. ~~S 6 ~'- s~~,. ~~ t ~~ Z/ ~""' a ~ M 1,^ O i~ b~ roe ~ ~ o ~~ty --~,.~-~.~, 7 ~ ro ~, ,~ =e ~' o ~~ a ._ ~~ _~ .~.. ~~~ ~b~' a- ,. ~ ; ~. ~ ~ ~ ~f c~ns`~~~._ '' 'W ~ ~ y ~ CO p _.~ z~ ~ -, ~' Z ~,' .~ "_ r~ cry x~ N : z-:: -j ~ C7 Owi'1 ~ f r __' .. b ~ r .::..,..3 ~..t r~_ 800y icisnueP `klLOt te4a'1 o ~~~ ~~~ ~~ 0 aka d ~ z -~ Hoy ~~x ~~ fi,'~ ,~ -- u~~dsn ~e sn ilsl/l mass ivisod ss~.vis aslian ~-vw ~ ®~ci~o~ard