HomeMy WebLinkAbout04-0878 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Daphne Barrow Parkinson No. ~] -04 -77~
also known as To:
Register of ~ills for ghe
Deceased. County of c;um§erJ_and in the
Social Security No. 193-36-36/~5 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitionerl~/, who is/'ll~ 18 years of age or older an the execu! or named
in the last will of the above decedent, dated August 1_0~ 1.995 ,19.__
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at Country Meadows, 355 S. Sport:±ng It±11 Rd.
Mechanicsburg, PA 17055
{list slreet, number and muncipality)
Decendent, then 86 years of age, died September 12 .,X~' 900/. :
Except as follows, decedent dtd not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not thc victim of a killing a_I~ ?~as never adjudicated
incompetent:.. 2-* - · 2;
Deccndent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property ~ 600,0,0~, ,.00
(If not domiciled in Pa.) Personal property in Pennsylvania $ ~'~ ,.
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: None
WHEREFORE, petitionerJ[~ respectfully request(s) thc probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
thcron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
480 Ivy Park Lane
Atlanta, GA 30342
Sworn to o~ affirmg.~l,.~and subscribed ~-
before me this r~-~ , day of [
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF CUMBERLAND .~ ff,~,
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer th~ estate according to law.
Edwin W. Parkinson~ Jr. ~
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to dUplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10530931
No.
Local Registrar
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Daphne B. Parkinson
Female 193 -- 36-- 3645
~ 86 y. [ ~.N°v 3 1917 Barbados
Cumberland Hampden ,. Country Meadows
'- I,,. I ~ ' ' {,4. Widowed ,,.
~f4; ,,..~ ~..~-~.- ~,.~_ [lamDden
355 South Sporting Hill Roa ~-, ,,,.s~
Mechanicsburg,Pa 17055 '0" ,~,.c,~ Camberland
,,. ~'rnest ~rrow
In on Jr
Marie N/A
48O
011654-L
White
Park Lane Atlanta,Ga 30342
,,. Mount Holly Springs Pa
s~c,~,r~ i'A/~ Martmt Stree--t
Funeral Home Inc ~ 1~1
LAST WILL AND TESTlt~IENT OF
Di%PHNE BARROW P~RKINSON
I, Daphne Barrow Parkinson of Lemoyne, Cumberland County,
Pennsylvania, hereby adopt this as my Will, hereby revoking any
earlier Wills.
1. PaYment of Debts. ::C
I direct that all my debts and funeral expenses be ~id 0~t
of my estate by my Executor. ~ ·
2. Persoltal Property. co
A. I give all of my personal property to my executor, to be
distributed among the persons named in Section 3 of this will.
In the event of any disagreement as to any particular items of
personal property, my executor's decision shall be final.
B. Any personal property not distributed in kind pursuant
to paragraph 3.A above shall be sold and the proceeds added to my
residuary estate.
3. Residuary Estate.
A. I
Estate to my son, Edwin W. Parkinson,
Parkinson Hazzard, or to their issue
stirpes.
give all of the rest, residue and remainder of my
Jr., and my daughter, Hope
in equal shares, per
4. Taxes.
Ail estate, inheritance, legacy, succession or transfer
taxes (including any interest and penalties thereon) imposed by
any domestic or foreign laws now or hereafter in force with
respect to all property passing under this will shall be paid by
my Executor out of that part of my residuary estate passing under
Section 3 of this will, with each beneficiary bearing the share
of tax attributable to his or her bequest.
5. Rxeouto~.
A. I appoint my son, Edwin W. Parkinson, Jr., as Executor
of this Will.
B. If my son is unable or unwilling at any time to serve as
such Executor, then I appoint my daughter, Hope Parkinson
Hazzard, as my Executor.
C. I hereby expressly authorize and empower my Executor, in
his or her absolute discretion, to exercise any and all powers
applicable by law to fiduciaries in the Commonwealth of
Pennsylvania and in particular through the Pennsylvania Probate,
Estates and Fiduciaries Code, as effective and as in effect on
the date hereof, during the administration and until the
completion of the distribution of my estate. I direct that all
such powers shall be construed in the broadest possible manner
and shall be exercisable without court authorization.
D. I direct that any Executor serve without bond in any
jurisdiction in which called upon to act.
-2-
6. Trus~
If any share hereunder becomes distributable to a
beneficiary who has not attained the age of twenty-three years,
then such share shall be held in trust by my Trustee, PNC Bank
(or its successor institution) until such beneficiary attains the
age of twenty-three years, using so much of the net income and
principal of such share as my Trustee deems necessary to provide
for the proper medical care, education, support and maintenance
in reasonable comfort of such beneficiary, taking into
consideration any other income or resources of such beneficiary
or his or her parents known to my Trustee. Any income not so
applied for such purposes shall be accumulated and added to
principal. Such beneficiary's share shall be paid over and
distributed to such beneficiary upon attaining the age of twenty-
three years, or if he or she shall sooner die, to his or her
executors or administrators. I recommend that my Trustee
consider distributing all income from such share to such
beneficiary when such beneficiary attains the age of twenty-one
years.
Should the share of any beneficiary described in this
section be, in the discretion of my Trustee, too small to warrant
holding and administering the funds in trust, I authorize my
Trustee to pay that beneficiary's share directly to the
beneficiary, or to his or her parent or legal guardian.
-3-
IN WITNEBB waBREOF, I, Daphne Barrow Parkinson, the
Testator, have executed this four page Will this day of
, 1995.
SIGNED, SEALED, PUBLISHED
AND DECLARED by the above
named, Daphne Barrow Parkinson
as and for her Last Will and
Testament, in the presence
of us who have hereunto
subscribed our names at her
request as witnesses thereto,
in the presence of the said
Testatrix and of each
Daphne Barrow Parkinson
-4-
SE~F-PROV[NG i~FFID~VIT
COMMONNF~LTH OF PENN~YLVAN~
COUNTY OF CUMBERLAND
We, Daphne Barrow Parkinson, ~o~W6 C&3.~/3,~. ~. ,
and(~c~f.~,~b , the Testator and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as
her Will and that she signed willingly (or willingly directed
another to sign for her), and that she executed it as her free
and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
Testator, signed the Will as witness and to the best of his or
her knowledge the Testator was at that time eighteen (18) years
of age or older, of sound mind, and under no constraint or undue
influence.
~~kDaphne Barrow~P~rkins~tator~~
Witness
Witness
Subscribed, sworn to, and acknowledged before me by Daphne Barrow
Parkinson, the Testator, and subscribed and sworn to before me by
witnesses, this ' 1~ day of
0
Notary '
-5-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
Daphne Barrow Parkinson
September 12, 2004
2004-00878
TO THE REGISTER:
I certify that notice of estate administration required by Rule 5.6 of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on September 28, 2004:
Mr. Edwin W. Parkinson, Jr.
480 Ivy Park Lane, Atlanta, GA 30342
Ms. W. Hope Hazzard
33 Boatswain Drive, Ocean Pines, MD 21811
Notice has now been given to all persons entitled thereto under Rule 5.6 (a).
Date: ~/2~? , 2004
Keefer Wood Allen & Rahal, LLP
P.O. Box 11963
Harrisburg, PA 17108-1963
Counsel for Personal Representative
480 Ivy Park Lane
Atlanta, GA 30342
December 9, 2004
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate File No. 2004-00878
Dear Register,
My name is Edwin W. Parkinson. I am the Executor of my mother's estate. Her name
was Daphne B. Parkinson. She passed away on September 12, 2004.
The enclosed check in the amount of $21,682 is for Pennsylvania estimated estate tax.
Please send a receipt to me at the above address.
Thank you.
Very truly yours,
Edwin W. Parkinson
CC: Brad Dorrance
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFR£VENUE
BUREAU OFINDIWDUAL TAXES
DEPT280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1 162 EX(11-96)
NO. CD 004716
PARKINSON EDWIN W JR
480 IVY PARK LANE
ATLANTA, GA 30342
fold
ESTATE INFORMATION: SSN: 193-36-364-5
FILE NUMBER: 2104-0878
DECEDENT NAME: PARKINSON DAPHNE BARROW
DATE OF PAYMENT:
12/10/2004
POSTMARK DATE: 12/09/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 09/12/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $21,682,00
REMARKS:
TOTAL AMOUNT PAID:
821,682.00
SEAL
CHECK#1007
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of
Daphne B. Parkinson
No.
21-04-0878
also known as
Date of Death 9/12/04
Deceased
Social Security No. 193-36-3645
Personal Representative(s) of the above Estate, deceased, verify that 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 said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to
the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Represen72a 'veL:
Name of G. / . "
Attorney: Bradford Dorrance. ESQ X r (U-J~ tAl ~ ~
I.D. No.:
32147
Edwin W. Parkinson. Jr.
Address:
Keefer Wood Allen & Rahal
Dated:
April 7 . 2005
PO Boc 11963. HarrisburQ. PA 17108-1963
Telephone:
717-255-8014
Value
Description
$662,604.28
See attached
C')
(,,")
(Attach Additional Sheets if necessary)
Total: $ 662,604.28
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of
each item, but such figures should not be extended into the total of the Inventory.
Fonn RW-7 (Dauphin County. Rev. 9/92)
s.'L
Q
No. of
Shares
26,236.232
6,846.103
1,812.87
9,351.355
11,071.402
Page 1
Estate of Daphne B. Parkinson
Estate Inventory
Valued as of Date of Death
Mutual Funds
Dreyfus Basic US Mortgage
Securities Acct
#00800-3343849547
@ 15.16
$
FPA New Income Fund Acct #
000051452762 @ 11.03
Registered to Daphne B.
Parkinson & Edwin W. Parkinson
Jr ., JTWROS
(Registration created within
one year of death for
administrative purposes)
Franklin US Government
Securities Fd Cl A - IRA
Custody Acct #110-10179436885
Proceeds Payable to Daphne B.
Parkinson Estate
MFS Government Mortgage Fund A
#31-8189448224 @ 6.55
Registered to Daphne B.
Parkinson & Edwin W. Parkinson
Jr ., JTWROS
(Registration created within
one year of death for
administrative purposes.)
Vanguard Group GNMA Inv. Acct
# 9970895304 @ 10.46
Registered to Daphne B.
Parkinson & Edwin W. Parkinson
Jr. JT WROS
(Registration created within
one year of death for
administrative purposes.)
Dividend at Date of Death
397,741.28
75,512.51
12,109.97
61,251.38
115,806.86
182.28
Total Mutual Funds
Total Inventory
(1 )
$
662,604.28
$
662,604.28
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PARKINSON EDWIN W JR
480 IVY PARK LANE
ATLANTA, GA 30342
u___n_ fold
ESTATE INFORMATION: SSN: 193-36-3645
FILE NUMBER: 2104-0878
DECEDENT NAME: PARKINSON DAPHNE BARROW
DA TE OF PAYMENT: 04/13/2005
POSTMARK DATE: 04/13/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/12/2004
NO. CD 005196
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,304.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$6,304.00
REMARKS: KEEFER WOOD ET AL
CHECK#160
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~ '"'!f\"S ~\\')
't t...\'\~ ~~ .
)
~~~,
~~ \It, ~'\."t-tl
~ ~\\) '\ - \\.\
OFFICIAL USE ONLY
'"ll
REv 1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
04-0878
-----
COUNlY CODE
YEAR
NUMBER
I-
Z
W
C
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w
C
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Parkinson Da hne
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
9/12/2004 11/3/1917
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
None
00 1. Original Retum
D 4. Limited Estate
00 6. Decedent Died Testate (Attach copy of Will)
D '9. Litigation Proceeds Received
SOCIAL SECURITY NUMBER
193-36-3645
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
B
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
w
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~~Ul
Oa:~
wl1.0
J:OO
o a:..J
l1.al
l1.
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D 2. Supplemental Retum D 3. Remainder Retum (date of death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Retum Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-'-95) D 11. Election to tax under Sec. 9113(A)(AllachSchO)
I-
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Z
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ll.
Ul
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
PO Box 11963
Bradford Dorrance, Esq
FIRM NAME (If Applicable)
Keefer Wood Allen & Rahal, LLP
TELEPHONE NUMBER
Harrisburg, PA 17108-1963
717-255-8014
1. Real Estate (Schedule A)
(1)
(2)
o
,.,
OFFICIAL USE' ONLY
2. Stocks and Bonds (Schedule B)
409,851
o
o
.~,
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(4)
(5)
252,753
o
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o
i=
~
:J
l-
n:
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()
W
~
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
:.' ,-,")
\...~.J
o
662,604
(8)
14,283
1,041
(11)
(12)
(13)
(14)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
15,324
647,280
o
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
647,280
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
i=
<(
...
::l
l1.
:e
o
o
X
<(
...
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
o
o
x.O ~(15)
x .0 45 (16)
29,128
o
16. Amount of Line 14 taxable at lineal rate
647,280
o
o
x .15 (18)
o
29,128
x .12 (17)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
(19)
19. Tax Due
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
QS~
lete Address:
Hill Rd.
Cumberland
CITY
Mechanicsbur
STATE
PA
ZIP
17055-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
29,128
o
21,682
1,141
Total Credits (A + B + C) (2)
22,823
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
o
Total Interest/Penalty (D + E) (3)
o
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)
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
6,304
A. Enter the interest on the tax due.
(5A)
o
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(5B)
6,304
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . D
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . D
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [JQ
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 perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal r resentati is based on all information of which preparer has any knowledge.
Yes
No
[]l
[]l
[]l
[JQ
~
D
SIGNATURE
~
LJ - 7 - () S'"
DATE
AOORESS
480 Ivy Park Lane
~S~NA EOFPRE~OTHERTHANREPRESENTATIVE
~_ ~~~- UL
S
Keefer Wood Allen & Rahal, LLP
Atlanta, GA 30342
DAr:,1 u !rC
PO Box 11963, Harrisburg, PA 17108-1963
For dates of death on or after July 1. 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S.9 9916 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)J
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 a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent.
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9 9116(1.2) [72 P.S. 9 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. 9 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent. whether by blood or adoption.
3W4646 1.000
REV-1503 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Daphne B. Parkinson
21 04-0878
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.26,236.232 Shares
Dreyfus Basic US Mortgage
Securities Acct
#00800-3343849547
@ 15.16
DESCRIPTION
VALUE AT DATE
OF DEATH
397,741
2 1,812.87 Shares
Franklin US Government
Securities Fd Cl A - IRA
Custody Acct #110-10179436885
Proceeds Payable to Daphne B.
Parkinson Estate
12,110
3W46961.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
409,851
r"'1 1.
iy
..
Dreyfus Family of Funds
P.o. Box 55268
Boston, MA 02205-8502
October 7, 2004
BRADFORD DORRANCE
PO BOX 11963
HARRISBURG PA 17108-1963
OCT I 5 2004
.. .'--- .----....,... ,",,--
REFERENCE: 02277641 - 20041007125922
DREYFUS BASIC US MORTGAGE SECURITIES
Fu~:0000080-ACCOUNT:03343849547
Dear Mr. Dorrance:
Thank you for your recent inquiry regarding the referenced
Dreyfus account~ As of September 12, 2004, the account had
26,236.2320 shares with a net asset value of $15.16 per
share. The total dollar balance on that date was
$397,741.28. The balance was calculated by multiplying the
total number of shares by the price (net asset value) per
share.
Please keep in mind that the balance may change daily
because of changing market and economic conditions. Past
performance is not a guarantee of future results.
Also, the account must be liquidated or transferred into a
new or existing Dreyfus account because we are unable to
retain an account that is registered to a deceased
shareholder.
Therefore, please submit the following:
. A letter of instruction from the executor or
administrator of the estate - It is essential to include
the account number and specific instructions. The
executor or administrator must sign indicating his or
her position. The signature must be Signature
Guaranteed*.
) Sc::!- H-6 D LA t.. G
~
I,
,'>
," .' ;'.' ,'~:,,-:~..~ '_",..;'.:a<f:~~~~~~;~"#;~""'~'Jhfl~,..,)4:,H,;.,.,,_, .,..
fe, "
, .
'A
* The Transfer Agent has adopted standards and procedures
pursuant to which Signature Guarantees in proper Form
generally will be accepted from domestic banks, brokers,
dealers, credit unions, national securities exchanges,
registered securities associations, clearing agencies and
savings associations, as well as from participants in the
New York Stock Exchange Medallion Signature Program (MSP),
the Securities Transfer Agents Medallion Program (STAMP) and
the Stock Exchanges Medallion Program(SEMP). Notarization
by a Notary Public is not an acceptable guarantee.
· Certified copy of Letters of Appointment - The
certification must appear on the document itself and
state that the copy is a true and complete copy of the
original and is still in full force and effect as of the
current date. The certification must be signed by the
Judge or clerk of the court and dated within 6 months of
the date the transaction takes place.
· Affidavit of Domicile - The enclosed form must be
completed in its entirety and notarized.
· Form W-9 - In order to ensure correct tax reporting
under the estate's taxpayer identification number, the
enclosed Form W-9 must be completed in its entirety.
Please include the taxpayer identification number in the
space provided, and sign the certification section. The
Dreyfus account number must also be provided on the
Form.
As soon as we receive the required documentation in good
order, we will promptly process the request. Enclosed for
your convenience is a self-addressed envelope.
In lieu of the above, we will accept a Signature Guaranteed*
letter of instruction from the dealer of record, Financial
Network Investment. The request must be on official firm
letterhead and be signed by an authorized signatory. The
letter must include the following paragraph:
\ S (!"H-E.bu.u::. B I
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"; I'
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"Financial Network Investment, in order to induce BFDS and
Dreyfus Basic US Mortgage Securities to liquidate or
transfer, does hereby agree to indemnify each Indemnitee,
and hold each of them harmless from and against any loss,
liability, damage; judgement, payment in settlement, cost,
or'expense (including reasonable counsel fees and expenses
in connection with the contest of any claim) that anyone of
them might incur or sustain, or discover that they have
incurred or sustained, by reason of any claim or claims
which may be made against any of them as a result of taking
the actions described above."
As soon as we receive the required documentation in good
order, we will promptly process the request. Enclosed for
your convenience is a self-addressed envelope.
If you have any questions, plea3ecallthe financial
representative at Financial Network Investment.
Sincerely,
~
Colleen J. Joyce
Institutional Client Services
Enclosure(s) :
Affidavit of Domicile
W-9 Form
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SCH-E:~lAl,G
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Daphne B. Parkinson
FILE NUMBER
21 04-0878
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 6,846.103 Shares
FPA New Income Fund Acct #
000051452762 @ 11.03
Registered to Daphne B.
Parkinson & Edwin W. Parkinson
Jr., JTWROS
(Registration created within
one year of death for
administrative purposes)
75,513
2 9,351.355 Shares
MFS Government Mortgage Fund A
#31-8189448224 @ 6.55
Registered to Daphne B.
Parkinson & Edwin W. Parkinson
Jr., JTWROS
(Registration created within
one year of death for
administrative purposes.)
61,251
3 11,071.402 Shares
Vanguard Group GNMA Inv. Acct
# 9970895304 @ 10.46
Registered to Daphne B.
Parkinson & Edwin W. Parkinson
Jr. JT WROS
(Registration created within
one year of death for
administrative purposes.)
115,807
Dividend accrued on 9/12/2004
182
3W46AD 1.000
TOTAL (Also enter on line 5 Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
252,753
, ,
REV-1511 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Daphne B. Parkinson
ITEM
NUMBER
A.
B.
3W46AG 1.000
FILE NUMBER
21 04-0878
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
1.
Myers-Harner Funeral Home
Total from continuation pages
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Edwin W. Parkinson Jr.
Street Address 480 Ivy Park Lane
City Atlanta
State GA
Zip 30342
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Closing Reserves
for administrative expenses
Total from continuation pages
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
AMOUNT
2,994
1,000
8,000
500
1,789
14,283
Schedule H part 1 (Page 2)
Estate of: Daphne B. Parkinson
Item
No.
Description
Amount
2
West Shore Country Club
Funeral Luncheon
1,000
Total (Carry forward to main schedule)
1,000
Schedule H part 2 (Page 3)
Estate of: Daphne B. Parkinson
Item
No.
Description
Amount
2
Keefer Wood Allen & Rahal LLP
Administrative Expenses
for probate fees and
administrative expenses per
bill dated 10/22/04
789
3
Edwin W. Parkinson Jr.
Reimbursement for
Administrative expenses
1,000
Total (Carry forward to main schedule)
1,789
REV-1512 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Daphne B. Parkinson
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 04-0878
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Choice Nursing
Balance due on Invoice # 292
1,041
3W46AH 1.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,041
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DaDhne B. Parkinson
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 W. Hope Hazzard
33 Boatswain Drive
Ocean Pines, MD 21811
50% Residue: 323,640
2 Edwin W. Parkinson Jr.
480 Ivy Park Lane
Atlanta, GA 30342
50% Residue: 323,640
FILE NUMBER
21 04-0878
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
Daughter
Son
323,640
323,640
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
3W46AI 1.000
TOTAL OF PART 11- 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)
$
o
LAST WILL AND TBSTAMENT OP
DAPHNB BARROW PARKINSON
I, Daphne Barrow Parkinson of Lemoyne, Cumberland county,
Pennsylvania, hereby adopt this as my Will, hereby revoking any
earlier wills.
1. Payment of Debts.
I direct that all my debts and funeral expenses be paid out
of my estate by my Executor.
2. personal Prooertv.
A. I give all of my personal property to my executor, to be
distributed among the persons named in section 3 of this will.
In the event of any disagreement as to any particular items of
personal property, my executor's decision shall be final.
B. Any personal property not distributed in kind pursuant
to paragraph 3.A above shall be sold and the proceeds added to my
residU~y estate.
3. Residuary Bstate.
A. I give all of the rest, residue and remainder of my
Estate to my son, Edwin W. Parkinson, Jr., and my daughter, Hope
Parkinson Hazzard, or to their issue in equal shares, per
stirpes.
4. Taxes.
All estate, inheritance, legacy, succession or transfer
taxes (including any interest and penalties thereon) imposed by
any domestic or foreign laws now or hereafter in force with
respect to all property passing under this will shall be paid by
my Executor out of that part of my residuary estate passing under
section 3 of this will, with each beneficiary bearing the share
of tax attributable to his or her bequest.
5. Executor.
A. I appoint my son, Edwin W. Parkinson, Jr., as Executor
of this Will.
B. If my son is unable or unwilling at any time to serve as
such Executor, then I appoint my daughter, Hope Parkinson
Hazzard, as my Executor.
C. I hereby expressly authorize and empower my Executor, in
his or her absolute discretion, to exercise any and all powers
applicable by law to fiduciaries in the Commonwealth of
pennsylvania and in particular through the pennsylvania Probate,
Estates and Fiduciaries Code, as effective and as in effect on
the date hereof, during the administration and until the
completion of the distribution of my estate. I direct that all
such powers shall be construed in the broadest possible manner
and shall be exercisable without court authorization.
D. I direct that any Executor serve without bond in any
jurisdiction in which called upon to act.
-2-
6. Trust provisions.
If any share hereunder becomes distributable to a
beneficiary who has not attained the age of twenty-three years,
then such share shall be held in trust by my Trustee, PNC Bank
(or its successor institution) until such beneficiary attains the
age of twenty-three years, using so much of the net income and
principal of such share as my Trustee deems necessary to provide
for the proper medical care, education, support and maintenance
in reasonable comfort of such beneficiary, taking into
consideration any other income or resources of such beneficiary
or his or her parents known to my Trustee. Any income not so
applied for such purposes shall be accumulated and added to
principal. Such beneficiary's share shall be paid over and
distributed to such beneficiary upon attaining the age of twenty-
three years, or if he or she shall sooner die, to his or her
executors or administrators. I recommend that my Trustee
consider distributing all income from such share to such
beneficiary when such beneficiary attains the age of twenty-one
years.
Should the share of any beneficiary described in this
section be, in the discretion of my Trustee, too small to warrant
holding and administering the funds in trust, I authorize my
Trustee to pay that beneficiary's share directly to the
beneficiary, or to his or her parent or legal guardian.
-3-
XN WXTNBSS WHBRBOP, I, Daphne Barrow Parkinson, the
Testator, have executed this four page Will this
, 1995.
SIGNED, SEALED, PUBLISHED
AND DECLARED by the above
named, Daphne Barrow Parkinson
as and for her Last will and
Testament, in the presence
of us who have hereunto
subscribed our names at her
request as witnesses thereto,
in the presence of the said
Testatrix and of each 0
W.W
day of
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SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
.
.
: SSe
COUNTY OF COKBBRLAHD
.
.
We, Daphne Barrow Parkinson, ?o-ttoJ, UJ. W're, 8-r.
and ~ren~ "'_b.\b~ , the Testator and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as
her will and that she signed willingly (or willingly directed
another to sign for her), and that she executed it as her free
and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
Testator, signed the will as witness and to the best of his or
her knowledge the Testator was at that time eighteen (18) years
of age or older, of sound mind, and under no constraint or undue
influence.
Pa;d~ ~~wf:~~~
Daphne Barrow Parkinson, tator
~Wlli
witness
~
~d4-1< J:U-t
.
Witness
subscribed, sworn to, and acknowledged before me by Daphne Barrow
Parkinson, the Testator, and subscribed and sworn to before me by
~h.LO. UJ\.I~, ~ ' and ~~K_(;\~b ,
witnesses, this 10 day of l146~ , 1995.
&"rM ;{.~
Notary Public
Notarial Seal
Brenda K. Gibb, Notary Nl6c
CamP Hi\i 8cro, Cumberland CoDI
My C.cmmissiol1 E;~piresJune 12. 1991
llli~ ~~~~ lafNQM.-iQa
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FRANKlIN.. T~MPLETON.
BANK&TRUST, F,S.R.
"r.nklln T..."lalGl! BlInk'" TrIIst, F.U.
Clo "T!S f\e/ir~er: servl~~
33~ 4 Ouaiily Ori'lt
Fll"lr.~~ CQrdova, C~ 95070-7313
lei 1.6QO/52T .2C2t'l
trlJ,~li!i .,::mp ;c:~n.ccrr
Novembor 16,2004;:.
Edwin W. Parkinson
480 Ivy Park Lane
At1anta. GA 30342.4554
SVBJECT:
Franidln U.S. Qo,,'ern..onenr S~uritie$ P'unc1- Class A
AJC#110-10179436885
FTB&T CUST For The IRA Of
Daphne Parkinson
Dear Mr. Parkinson:
Thank yeu for your recent telephone catl. Franklin Templeton Investments is committed to
providing the highcat level ot service, and we woulc.1lib to take this opportunity to address your
request. .
We are ~Ti~.ng in regard to your request for the va.lue ofthe refmnced account for
Daphne Parkinson. As September 12,2004, was not a business day, we a..--c providing the value
of the account on me previoiJs business da.y, September 10,2004. Accordins to our records, the
value oCthe account on September 10, 2004,. was $12,109,97. This flgu.re is hased on the net
asset value price per share of$6.68, multiplied by 1,812.870 shares owned.
It you have any que;tions regarding this m.atter, please contact a Retirement Services Assooiate,
Monday through Friday, 5;30 a.m. to 5:00 p.c. Pacific Time, toU free at 1-800/527-2020, and
refer to identiflcatioc. number~ 10424285EP04. For additional products and services, please
visit ~ onli.'1e at WWVI.,fra.nklintempleton.com. or utilize OUT automated telephone system.
available 24 hours a day, at the refcn."t1ced phone number.
Si:1cercly,
Franklin Templeto:llnvestor Services, LLC
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Ron Ross ~
Senior Associate
Retirement Services
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.. ',-,,,. .,.".... .":.-..."";,,....l;;.;.,:~~.....:.::,,.;;.;:...-,,~~'.:.R...'U~~a~~;i:;:;. ~~:<-,.;..,;:+,o;',!i'o;....~.c,.f"!.~t~~"!.~:.';{:;:;':;,;~:~~
.-' ?
October 8, 2004
EDWIN W PARKINSON
480 IVY PARK LN NE
ATLANTA GA 30342-4554
REFERENCE: 02278890
FPA NEW INCOME, INC.
ACCOUNT NUMBER 00005145276-2
DAPHNE B PARKINSON &
EDWIN W PARKINSON JTWROS
Dear Mr. Parkinson:
Thank you for your recent correspondence concerning your FPA
Funds account.
On September 12, 2004 this account held 6,846.103 shares. The
price per share of the Fund on that date was $11.03. Simply
multiply the number of shares by price per share to determine the
total account value on the specified date.
If you have any questions, please telephone our Customer Service
Department at 1-800-638-3060 between 8 a.m. and 6 p.m. Eastern
Time to speak with a Service Representative.
Sincerely,
~~#
~?5~L.lo3
I
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~
Eileen Guiney
Service Specialist
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INVESTMENT MANAGEMENT
MFS SERVICE CENTER, INC. (MFSC)
P.O. Box 55824
BOSTON, MA 02205-5824
1-800-225-2606
www.mfs.com
October 22, 2004
EDWINWPARKINSON
480 IVY PARK LN NE
ATLANTAGA 30342-4554
lleference:01384037
MFS Government Mortgage Fund-A
Account Number 31/60087049
Daphne B Parkinson
MFS Government Mortgage Fund-A
Account Number 31/8189448224
Daphne B Parkinson &
Edwin W Parkinson JTWllOS
Dear Mr. Parkinson:
Thank you for requesting written verification of the value of the referenced MFS Government
Mortgage Fund-A account, number 31/60087049, on September 12, 2004.
Please note that the referenced MFS Government Mortgage Fund-A account, number 31/60087049,
was closed on February 13, 2004, via a transfer of all shares to the referenced MFS Government
Mortgage Fund-A account, number 31/8189448224. Therefore, we are providing you with date of
death balance information for the referenced MFS Government Mortgage Fund-A account, number
31/8189448224.
Since September 12,2004, was a Sunday, there were no prices computed for that date. Therefore, we
are providing you with balance information for the last business day prior to September 12, 2004,
which was September 10, 2004.
The referenced MFS Government Mortgage Fund-A account, number 31/8189448224, held 9,351.355
shares on September 10, 2004. The net asset value of the MFS Government Mortgage Fund-A on that
date was $6.55 per share. Therefore, on that date, the total value of the account was $61,251.38.
Additionally, all shares of the referenced MFS Government Mortgage Fund-A account, number
31/8189448224, were redeemed on September 28,2004, and a check for the proceeds was mailed to
the address of record.
t
S~t+G L>U L6
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:.;
.
-'
If you have any questions, please call us at 1-800-225-2606 any business day between 8 a.m. and
8 p.m. Eastern time. One of our representatives will be happy to assist you. In addition, you may
obtain fund and account information 24 hours a day by calling our automated line at
1-800-MFS-TALK or visiting our website at www.mfs.com.
Sincerely,
KJ.iU)- DOtfu
Kelly Doyle
Client Services
Enclosure(s): Postage-Paid Envelope
cc: Financial Network Investment Corp
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THEVanguard:.ROU~
October 7, 2004
Bradford Dorrance, Esq.
Keefer Wood Allen & Rahal LLP
21 0 Walnut Street
Harrisburg, P A 17108-1963
Re: Estate of Daphne B. Parkinson
Dear Mr. Dorrance:
Please convey our sincere condolences to the family of Mrs. Daphne Parkinson for their
recent loss.
As you requested, I am sending a valuation of Mrs. Daphne Parkinson's accounts as of
September 12,2004. Because September 12,2004, was a Sunday, I have provided the share
prices for Friday, September 10,2004, and Monday, September 13,2004.
D h B P ki
& Ed . W P ki
J T WROS A N 9970895304
aplne . ar nson WIn . ar nson t en cct 0:
Fund Name Shares Share Accrued Principal Balance as of
Owned Price Interest
09/10/04
09/13/04
GNMA-Inv 11,071.402 $10.46 $182.28 $115,806.86 $115,989.15
$10.46
If you have any questions, please contact the Voyager Service Team at 1-800-284-7245.
V oyager's business hours are Monday through Friday from 8 a.m. to 10 p.m. and Saturday
from 9 a.m. to 4 p.m., Eastern time. One of our dedicated Voyager Associates will be pleased
to assist you.
Sincerely,
~~.)Jdt
Corinne B. Hill
Registered Representative
Correspondence Number 20027943
$<1H-e:OU Lb E J
OCT J 2 2004
Vanguard Voyager Service@
Post Office Box H20, Valley Forge, Pennsylvania 19482-H20
(800) 284-724, . www.vanguard.com
MYERS-HARNER FUNERAL HOME, INc.
1903 MARKET STREET
---
CAMP HILL, PENNSYLVANIA 1701;
LOCALLY OWNED AND
OPERATED
September 28, 2004
Mr. Edwin W. Parkinson, Jr.
480 Ivy Park Lane
Atlanta GA 30342
Services for Daphne B. Parkinson
September 25, 2004
Cren~tion with Service
Cremation Urn
Cash Advanced
Newspaper Notice/Local
Clergy
Certified Copies
Flowers
Cremation Container
Coroner Fee
$ 69.00
200.00
40.00
110.00
125.00
25.00
Total due within thirty days, please:
\.
:s QH e ~ \..l Lb 1-t
---.--------------
// ""
pia- / Do ..;
10 .,./,-
r
ROBERT H. HARNER
SUPERVISOR
TELEPHONE
717-137-9961
$ 2,025.00
$ 390.00
$ 569.00
$ 2,984.00
~
!
//
/"
//
Choice Nursing,Inc
2nd Floor
3514 Trindle Road
Camp Hill PA 17011
9114/2004
Invoice
Date
Invoice #
292
BlIITo
Remit To
CHOICE NURSING
2ND FLR
3514 Trindle Rd
Camp Hill PA 17011
Daphne Parkinson
clo Ed Parkinson
480 Ivy Park Lane
Atlanta Georgia 30342
Terms Due Date Account # Week Ending...
Net 30 10/14/2004 00423 9/1212004
Item Qty Description Rate Amount
Private Duty HHA 12 E.Crawford,9/9/04,7p- 7a 17.00 204.00
Private Duty HHA 8 E.Crawford, II p-7a9/1 0/04 18.25 146.00
Private Duty HHA 6.25 E.Crawford,9111104, II: 15p-5:3a 18.25 114.06
Private Duty HHA 16 C.Andrews,7a-Ilp9/1l!04 18.25 292.00
Private Duty HHA 7.25 G.Phillips,4p-l1 : 15p 9/l 0/04 18.25 132.31
Private Duty,CNA 9 J.Garon,9fl0/04,7a-4p 17.00 153.00
Total $1,041.37
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OFFICIAL USE ONLY
REv 1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
04-0878
-----
COUNlY CODE
YEAR
NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ Parkinson Daphne B 193-36-3645
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
~ 9/12/2004 11/3/1917 REGISTER OF WILLS
~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
None
~ [K] 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82)
~:!;Ul D D D
&l lf~ 4. Limited Estate 4a. Future Interest Compromise (date of death alter 12-12-62) 5. Federal Estate Tax Return Required
J:OO 'Xl D
(J lfaj ~ 6, Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
!1i: D '9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between 12.31-91 and 1.1-95) D 11. Election to tax under Sec. 9113(A)(AltachSchO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
!z NAME COMPLETE MAILING ADDRESS
w
~ Bradford Dorrance, Esq PO Box 11963
~ FIRM NAME (If Applicable)
VI
w
~ Keefer Wood Allen & Rahal, LLP Harrisburg, PA 17108-1963
8 TELEPHONE NUMBER
717-255-8014
1. Real Estate (Schedule A)
(1)
o
"','
OFFICIAL USE:ONL Y
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(4)
409,851
o
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'\
2. Stocks and Bonds (Schedule B)
(2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
z
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It:
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
252,753
o
(5)
(,;)
".K')
o
8. Total Gross Assets (total Lines 1-7)
662,604
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
(8)
14,283
1,041
(11)
(12)
(13)
(14)
15,324
647,280
o
1 O. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
647,280
15. Amount of Line 14 taxable at the spousal tax
z rate, or transfers under Sec. 9116 (a)(1.2)
o
j::
<( 16. Amount of Line 14 taxable at lineal rate
I-
;:)
~ 17. Amount of Line 14 taxable at sibling rate
o
(J 18. Amount of Line 14 taxable at collateral rate
><
~ 19. Tax Due
20. D
o
x.O ~(15)
x .0 45 (16)
o
29,128
o
647,280
o
o
x .12 (17)
(19)
o
29,128
x .15 (18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
s~
~
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . D
c. retain a reversionary interest; or ...... . . . . . . . . . . . . . . . . . . D
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? I!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [1g
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 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal r resentati is based on all information of which preparer has any knowledge.
SIGNATURE
lete Address:
Hill Rd.
Cumberland
CITY
Mechanicsbur
STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
o
21,682
1,141
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
o
Total Interest/Penalty (D + E) (3)
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)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(5B)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
'1- 7 - () S-
~
AOORESS
480 Ivy Park Lane
~S~NA EOFPRE~OTHERTHANREPRESENTATIVE
~~~,.- ~
S
Keefer Wood Allen & Rahal, LLP
Atlanta, GA 30342
ZIP
17055-
29,128
22,823
o
o
6,304
o
6,304
No
[Jg
[Jg
[Jg
[Jg
og
D
DATE
DAr:, I H ! cIS:'
PO Box 11963, Harrisburg, PA 17108-1963
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.s.g 9916 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. !3 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 a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 9 9116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. !3 9116(1.2) [72 P.S. !3 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. !3 9116(a)(1.3)J. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3W4646 1.000
REV-1503 EX'. (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Daphne B. Parkinson
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
21 04-0878
ITEM
NUMBER
1.26,236.232 Shares
Dreyfus Basic US Mortgage
Securities Acct
#00800-3343849547
@ 15.16
2 1,812.87 Shares
Franklin US Government
Securities Fd Cl A - IRA
Custody Acct #110-10179436885
Proceeds Payable to Daphne B.
Parkinson Estate
DESCRIPTION
VAlUE AT DATE
OF DEATH
397,741
12,110
3W4696 1.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
409,851
iy~
11'"' .
~ .. )
J'
Dreyfus Family of Funds
P.O. Box 55268
Boston, MA 02205-8502
.
October 7, 2004
BRADFORD DORRANCE
PO BOX 11963
HARRISBURG PA 17108-1963
OCT I 5 2004
7 _'___, _____.. """". ~___ _'
REFERENCE: 02277641 - 20041007125922
DREYFUS BASIC US MORTGAGE SECURITIES
FUND:0000080-ACCOUNT:03343849547
Dear Mr. Dorrance:
Thank you for your recent inquiry regarding the referenced
Dreyfus account~ As of September 12, 2004, the account had
26,236.2320 shares with a net asset value of $15.16 per
share. The total dollar balance on that date was
$397,741.28. The balance was calculated by multiplying the
total number of shares by the price (net asset value) per
share.
Please keep in mind that the balance may change daily
because of changing market and economic conditions. Past
performance is not a guarantee of future results.
Also, the account must be liquidated or transferred into a
new or existing Dreyfus account because we are unable to
retain an account that is registered to a deceased
shareholder.
Therefore, please submit the following:
. A letter of instruction from the executor or
administrator of the estate - It is essential to include
the account number and specific instructions. The
executor or administrator must sign indicating his or
her position. The signature must be Signature
Guaranteed*.
l .sc.l+6 D LA <...6 fS
! I
.'>
"
'.
* The Transfer Agent has adopted standards and procedures
pursuant to which Signature Guarantees in proper Form
generally will be accepted from domestic banks, brokers,
dealers, credit unions, national securities exchanges,
registered securities associations, clearing agencies and
savings associations, as well as from participants in the
New York Stock Exchange Medallion Signature Program (MSP),
the Securities Transfer Agents Medallion Program (STAMP) and
the Stock Exchanges Medallion Program (SEMP) . Notarization
by a Notary Public is not an acceptable guarantee.
· Certified copy of Letters of Appointment - The
certification must appear on the document itself and
state that the copy is a true and complete copy of the
original and is still in full force and effect as of the
current date. The certification must be signed by the
Judge or clerk of the court and dated within 6 months of
the date the transaction takes place.
· Affidavit of Domicile - The enclosed form must be
completed in its entirety and notarized.
· Form W-9 - In order to ensure correct tax reporting
under the estate's taxpayer identification number, the
enclosed Form W-9 must be completed in its entirety.
Please include the taxpayer identification number in the
space provided, and sign the certification section. The
Dreyfus account number must also be provided on the
Form.
As soon as we receive the required documentation in good
order, we will promptly process the request. Enclosed for
your convenience is a self-addressed envelope.
In lieu of the above, we will accept a Signature Guaranteed*
letter of instruction from the dealer of record, Financial
Network Investment. The request must be on official firm
letterhead and be signed by an authorized signatory. The
letter must include the following paragraph:
\
$ (!.HEbu.u:::. B I
.J~'
".,
I'
, "
'.
"Financial Network Investment, in order to induce BFDS and
Dreyfus Basic US Mortgage Securities to liquidate or
transfer, does hereby agree to indemnify each Indemnitee,
and hold each of them harmless from and against any loss,
liability, damage; judgement, paYment in settlement, cost,
or'expense (including reasonable counsel fees and expenses
in connection with the contest of any claim) that anyone of
them might incur or sustain, or discover that they have
incurred or sustained, by reason of any claim or claims
which may be made against any of them as a result of taking
the actions described above."
As soon as we receive the required documentation in good
order, we will promptly process the request. Enclosed for
your convenience is a self-addressed envelope.
If you have any questions, please -call the financial
representative at Financial Network Investment.
Sincerely,
~
Colleen J. Joyce
Institutional Client Services
Enclosure(s) :
Affidavit of Domicile
W-9 Form
o I
Se lt~l;> IA (...6' D
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Daphne B. Parkinson
FILE NUMBER
21 04-0878
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
6,846.103 Shares
FPA New Income Fund Acct #
000051452762 @ 11.03
Registered to Daphne B.
Parkinson & Edwin W, Parkinson
Jr" JTWROS
(Registration created within
one year of death for
administrative purposes)
75,513
2
9,351,355 Shares
MFS Government Mortgage Fund A
#31-8189448224 @ 6,55
Registered to Daphne B.
Parkinson & Edwin W. Parkinson
Jr., JTWROS
(Registration created within
one year of death for
administrative purposes,)
61,251
3
11,071,402 Shares
Vanguard Group GNMA Inv. Acct
# 9970895304 @ 10.46
Registered to Daphne B,
Parkinson & Edwin W. Parkinson
Jr. JT WROS
(Registration created within
one year of death for
administrative purposes.)
115,807
Dividend accrued on 9/12/2004
182
3W46AD 1.000
TOTAL (Also enter on line 5 Recaoitulationl $
(If more space is needed, insert additional sheets of the same size)
252,753
REV-1511 EX '+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Daphne B. Parkinson
ITEM
NUMBER
A.
B.
1.
1.
2.
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Myers-Harner Funeral Home
Total from continuation pages
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Edwin W. Parkinson Jr.
Social Security Number(s} I EIN Number of Personal Representative(s) 162-36-9264
Street Address 480 Ivy Park Lane
City Atlanta
State GA
Zip 30342
Year(s) Commission Paid:
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
3W46AG 1.000
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Closing Reserves
for administrative expenses
Total from continuation pages
FILE NUMBER
21 04-0878
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
$
2,994
1,000
8,000
500
1,789
14,283
Schedule H part 1 (Page 2)
Estate of: Daphne B. Parkinson
Item
No.
Description
Amount
2
West Shore Country Club
Funeral Luncheon
1,000
Total (Carry forward to main schedule)
1,000
Estate of: Daphne B. Parkinson
Item
No.
2
3
Description
Keefer Wood Allen & Rahal LLP
Administrative Expenses
for probate fees and
administrative expenses per
bill dated 10/22/04
Edwin W. Parkinson Jr.
Reimbursement for
Administrative expenses
Schedule H part 2 (Page 3)
Amount
789
1,000
Total (Carry forward to main schedule)
1,789
REV-1512 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Daphne B. Parkinson
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 04-0878
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Choice Nursing
Balance due on Invoice # 292
1,041
3W46AH 1.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,041
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DaDhne B. Parkinson
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 W. Hope Hazzard
33 Boatswain Drive
Ocean Pines, NO 21811
50% Residue: 323,640
2 Edwin W. Parkinson Jr.
480 Ivy Park Lane
Atlanta, GA 30342
50% Residue: 323,640
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
Son
FILE NUMBER
21 04-0878
AMOUNT OR SHARE
OF ESTATE
323,640
323,640
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
3W46AI 1.000
TOTAL OF PART 11- 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)
$
o
LAST WILL AND TESTAKBNT OP
DAPHNE BARROW PARltINSON
I, Daphne Barrow Parkinson of Lemoyne, Cumberland County,
Pennsylvania, hereby adopt this as my Will, hereby revoking any
earlier wills.
1. Payment of Debts.
I direct that all my debts and funeral expenses be paid out
of my estate by my Executor.
2. Personal progerty.
A. I give all of my personal property to my executor, to be
distributed among the persons named in section 3 of this will.
In the event of any disagreement as to any particular items of
personal property, my executor's decision shall be final.
B. Any personal property not distributed in kind pursuant
to paragraph 3.A above shall be sold and the proceeds added to my
residu~y estate.
3. Residuary Estate.
A. I give all of the rest, residue and remainder of my
Estate to my son, Edwin W. Parkinson, Jr., and my daughter, Hope
Parkinson Hazzard, or to their issue in equal shares, per
stirpes.
4. Taxes.
All estate, inheritance, legacy, succession or transfer
taxes (including any interest and penalties thereon) imposed by
any domestic or foreign laws now or hereafter in force with
respect to all property passing under this will shall be paid by
my Executor out of that part of my residuary estate passing under
Section 3 of this will, with each beneficiary bearing the share
of tax attributable to his or her bequest.
5. Executor.
A. I appoint my son, Edwin W. Parkinson, Jr., as Executor
of this Will.
B. If my son is unable or unwilling at any time to serve as
such Executor, then I appoint my daughter, Hope Parkinson
Hazzard, as my Executor.
C. I hereby expressly authorize and empower my Executor, in
his or her absolute discretion, to exercise any and all powers
applicable by law to fiduciaries in the Commonwealth of
Pennsylvania and in particular through the Pennsylvania Probate,
Estates and Fiduciaries Code, as effective and as in effect on
the date hereof, during the administration and until the
completion of the distribution of my estate. I direct that all
such powers shall be construed in the broadest possible manner
and shall be exercisable without court authorization.
D. I direct that any Executor serve without bond in any
jurisdiction in which called upon to act.
-2-
6. Trust Provisions.
If any share hereunder becomes distributable to a
beneficiary who has not attained the age of twenty-three years,
then such share shall be held in trust by my Trustee, PNC Bank
(or its successor institution) until such beneficiary attains the
age of twenty-three years, using so much of the net income and
principal of such share as my Trustee deems necessary to provide
for the proper medical care, education, support and maintenance
in reasonable comfort of such beneficiary, taking into
consideration any other income or resources of such beneficiary
or his or her parents known to my Trustee. Any income not so
applied for such purposes shall be accumulated and added to
principal. Such beneficiary's share shall be paid over and
distributed to such beneficiary upon attaining the age of twenty-
three years, or if he or she shall sooner die, to his or her
executors or administrators. I recommend that my Trustee
consider distributing all income from such share to such
beneficiary when such beneficiary attains the age of twenty-one
years.
Should the share of any beneficiary described in this
section be, in the discretion of my Trustee, too small to warrant
holding and administering the funds in trust, I authorize my
Trustee to pay that beneficiary's share directly to the
beneficiary, or to his or her parent or legal guardian.
-3-
IN WITNBSS WHBRBOF, I, Daphne Barrow Parkinson, the
Testator, have executed this four page Will this
, 1995.
SIGNED, SEALED, PUBLISHED
AND DECLARED by the above
named, Daphne Barrow Parkinson
as and for her Last Will and
Testament, in the presence
of us who have hereunto
subscribed our names at her
request as witnesses thereto,
in the presence of the said
Testatrix and of each 0
w.w
day of
)
)
)
)
)
)
)
l .f'~~~ rP~'...{SEALl
) Dap ne Barrow Parkinson
)
)
)
)
)
)
)
-4-
SBLP-PROVING AFPIDAVIT
COMHONWBALTH OF PBNNSYLVANIA
.
.
: ss.
COUNTY OP CUXBBRLAND
.
.
We, Daphne Barrow Parkinson, ?o-llOh W. W're. &-y.
and ~~dc.. ~-G.\b.k1 , the Testator and the witnesses,
respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testator signed and executed the instrument as
her will and that she signed willingly (or willingly directed
another to sign for her), and that she executed it as her free
and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the
Testator, signed the will as witness and to the best of his or
her knowledge the Testator was at that time eighteen (18) years
of age or older, of sound mind, and under no constraint or undue
influence.
.ikr'~~w~~~~
Daphne Barrow Parkinson, tator
~Wlli
witness
.
&nc&-K ~
.
witness
Subscribed, sworn to, and acknowledged before me by Daphne Barrow
Parkinson, the Testator, and subscribed and sworn to before me by
?o.t..ph. L.a. Uh.r-~ , <if' ' and 6~ K_ C; !.lob
witnesses, this 10 day of ~6u.o-C , 1995.
&J1dc1. ;{.~
Notary Publ~c
Notarial Seal
Breroa K. Glbb. No1aly Nl6c
Camp Hlil Boro. Cumberland CotriY
My Ccmmisslon E'qJire-s June 12. 1007
-M~ Pt=lf1l1S)~~JAn Qf NQIa'iQl
-5-
J,..;..- ,-
: 1l:f6/2CO~ Tl'E lFli F.'\..\
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A
FRANKLIN.. TEMPLETON.
BANK&.. TRUST, F.S.R.
f1r.nklln T8IIplllGr. BlInk ,& TfIIst. F.ll.8.
c/o ~T!S r'(l!llr~cr: 5eNIr.~
33~ 4 Ouaiily Orl'/!
Pll"lr.~~ CQr:tlvt, CA 95570-7313
lei 1.6001527 .2~20
rnlrij,;1i,., ~=~p\c:co,cerr
Novcmbor 16, 201J'
Edwin W. Parkinson
480 Ivy Park Lane
Atlanta, GA 30342..4554
S"CBJECT:
F~ U.S. Government S~Llrities Fund - Class A
Ale #110-10179436885
FTB&T CUST For The IRA Of
Daphne Parkinson
Dear Mr. Parkinson:
Thank you for your recent telephone call. Franklin T~mpleton Investments is committed to
providing the highC3t level of service, and we would-like to take this opportunity to address your
request. .
We are ",'riting in regard to your request for the value ofthe referenced account for
Daphne Parkinson. As September 12, 2004, was not a business day, we a.."C providil1.g the: value
of the account on tht' previous business day. September 10,2004. Accordins tc cur records, the
value of the account on September 10,2004, was $12,109,97. This figure is hased on the net
asset value price per share of$6.6S, multiplied by 1,812.870 s.wes owned.
If you have any que;tior.s regarding th1s matter, please contact a Retirement Services Associate,
Monday through Friday, 5:30 a.m. to 5:00 p.o. Pacific Time, toll free at 1-800/527-2020. and
refer to identificatioc. number~ 1042428SEP04. For additional products and services, please
vi:sil \J,I$ online at vvww,franklintempleton.com. or utilize our automated telephone system.
available 24 hours a day, at the referenced phone number.
Si:1cerc1y,
Franklin Templeto:llnvestor Services, LLC
~--
~'-~
Ron Roes ~
Senior Associate
Retirement Services
1 Q I
S l!. t.ft=. !> l.U....E: p
!--
"
October 8, 2004
EDWIN W PARKINSON
480 IVY PARK LN NE
ATLANTA GA 30342-4554
REFERENCE: 02278890
FPA NEW INCOME, INC.
ACCOUNT NUMBER 00005145276-2
DAPHNE B PARKINSON &
EDWIN W PARKINSON JTWROS
Dear Mr. Parkinson:
Thank you for your recent correspondence concerning your FPA
Funds account.
On September 12, 2004 this account held 6,846.103 shares. The
price per share of the Fund on that date was $11.03. Simply
multiply the number of shares by price per share to determine the
total account value on the specified date.
If you have any questions, please telephone our Customer Service
Department at 1-800-638-3060 between 8 a.m. and 6 p.m. Eastern
Time to speak with a Service Representative.
Sincerely,
~~&
~>5qL.lo3
I
'I \\.tJ3
-
Eileen Guiney
Service Specialist
-
~ 151 5 \ ~ :5 ~
~)
I'
I
i
\ r- 1
.:s (!. He 1::> Ll L t;. c:::.
; .!..,
"/
rillIlI.~
INVESTMENT MANAGEMENT
MFS SERVICE CENTER, INC. (MFSC)
P.O. Box 55824
BOSTON. MA 02205-5824
1-800-225-2606
www.mis.com
October 22, 2004
EDWIN W PARKINSON
480 IVY PARK LN NE
ATLANTAGA 30342-4554
Reference: 01384037
l\1FS Government Mortgage Fund-A
Account Number 31/60087049
Daphne B Parkinson
l\1FS Government Mortgage Fund-A
Account Number 31/8189448224
Daphne B Parkinson &
Edwin W Parkinson JTWROS
Dear Mr. Parkinson:
Thank you for requesting written verification of the value of the referenced :MFS Government
Mortgage Fund-A account, number 31/60087049, on September 12, 2004.
Please note that the referenced:MFS Government Mortgage Fund-A account, number 31/60087049,
was closed on February 13,2004, via a transfer of all shares to the referenced:MFS Government
Mortgage Fund-A account, number 31/8189448224. Therefore, we are providing you with date of
death balance information for the referenced :MFS Government Mortgage Fund-A account, number
31/8189448224.
Since September 12,2004, was a Sunday, there were no prices computed for that date. Therefore, we
are providing you with balance information for the last business day prior to September 12, 2004,
which was September 10, 2004.
The referenced:MFS Government Mortgage Fund-A account, number 31/8189448224, held 9,351.355
shares on September 10, 2004. The net asset value of the :MFS Government Mortgage Fund-A on that
date was $6.55 per share. Therefore, on that date, the total value of the account was $61,251.38.
Additionally, all shares of the referenced :MFS Government Mortgage Fund-A account, number
31/8189448224, were redeemed on September 28, 2004, and a check for the proceeds was mailed to
the address of record.
l
:s~c+&!)U L6
6'
.
""
If you have any questions, please call us at 1-800-225-2606 any business day between 8 a.m. and
8 p.m. Eastern time. One of our representatives will be happy to assist you. In addition, you may
obtain fund and account information 24 hours a day by calling our automated line at
1-800-MFS-TALK or visiting our website at www.mfs.com.
Sincerely,
Klt.Uf DOo/V.
Kelly Doyle
Client Services
Enclosure(s): Postage-Paid Envelope
cc: Financial Network Investment Corp
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THEVanguardGROUP~
October 7, 2004
Bradford Dorrance, Esq.
Keefer Wood Allen & Rahal LLP
210 Walnut Street
Harrisburg, P A 17108-1963
Re: Estate of Daphne B. Parkinson
Dear Mr. Dorrance:
Please convey our sincere condolences to the family of Mrs. Daphne Parkinson for their
recent loss.
As you requested, I am sending a valuation of Mrs. Daphne Parkinson's accounts as of
September 12, 2004. Because September 12, 2004, was a Sunday, I have provided the share
prices for Friday, September 10, 2004, and Monday, September 13,2004.
D h B P ki
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WP
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N 9970895304
api ne . ar nson dwin . arkinson tTen Acct 0:
Fund Name Shares Share Accrued Principal Balance as of
Owned Price Interest
09/10/04
09/13/04
GNMA-Inv 11,071.402 $10.46 $182.28 $115,806.86 $115,989.15
$10.46
If you have any questions, please contact the Voyager Service Team at 1-800-284-7245.
Voyager's business hours are Monday through Friday from 8 a.m. to 10 p.m. and Saturday
from 9 a.m. to 4 p.m., Eastern time. One of our dedicated Voyager Associates will be pleased
to assist you.
Sincerely,
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Corinne B. Hill
Registered Representative
Correspondence Number 20027943
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Vanguard Voyager Service@
Post Office Box II20, Valley Forge. Pennsylvania 19482-II20
(800) 284-7245 . wwvv.vanguard.com
MYERS-HARNER FUNERAL HOME. INC.
1903 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
LOCALLY OWNED AND
OPERATED
September 28, 2004
Mr. Edwin W. Parkinson, Jr.
480 Ivy Park Lane
Atlanta GA 30342
Services for Daphne B. Parkinson
September 25, 2004
Cren~tion with Service
Cremation Urn
Cash Advanced
Newspaper Notice/Local
Clergy
Certified Copies
Flowers
Cremation Container
Coroner Fee
$ 69.00
200 . 00
40.00
110.00
125.00
25.00
Total due within thirty days, please:
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R08ERT H. HARNER
SUPERVISOR
TELEPHONE
117-737-9961
$ 2,025.00
$ 390.00
$ 569.00
$ 2,984.00
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Choice Nursing,Inc:
2nd Floor
3514 Trindle Road
Camp Hill PA 17011
Invoice
Date
Invoice #
9/14/2004
292
Bill To
Remit To
Daphne Parkinson
c/o Ed Parkinson
480 Ivy Park Lane
Atlanta Georgia 30J42
CHOICE NURSING
2ND FLR,
3514 Trindle Rd
Camp Hill PA 17011
Terms Due Date Account # Week Ending ".
Net 30 JO/14/2004 00423 9/12/2004
Item Qty Description Rate Amount
Private Duty HHA 12 E. Crawford,9/9/04, 7p- 7a 17,00 204.00
Private Duty HHA 8 E,Crawford,1Ip-7a9!1O/04 18,25 146.00
Private Duty HHA 6.25 E.Crawford,9/11/04.11: 15p-5:3a 18.25 114.06
Private Duty HHA 16 C.Andrews,7a-llp9/1 J/04 18.25 292.00
Private Duty HHA 7.25 G.Phillips,4p-11: 15p 9/10/04 18,25 \32.3\
Private Duty,CNA 9 J.Ganr.,9/10/04,7a-4p \7,00 \53.00
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Total $1,04i.37
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IN THE MATTER OF THE
ESTATE OF DAPHNE B. PARKINSON:
DECEASED
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2004-0878
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ESTATE SETTLEMENT AGREEMENT
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THIS AGREEMENT, made this 30 ~ day of -::fu...l1
WITNESSETH:
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,2005,==
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THE CIRCUMSTANCES leading up to the execution of this Agreement are as
follows:
1. Daphne B. Parkinson,(the "Decedent"), a widow, died testate on September
12,2004, and Edwin W. Parkinson, Jr., duly qualified with the Register of Wills of
Cumberland County, Pennsylvania, as Executor (the "Executor") of her Probate Estate (the
"Estate").
2. Article THIRD of the Decedent's Last Will and Testament (the "Will"), provides
as follows, to wit:
THIRD: I give all of the rest, residue and remainder of my estate to my son,
Edwin W. Parkinson, Jr., and my daughter, Hope Parkinson Hazzard, or to
their issues, in equal shares, per stirpes.
4. The Executor has attached hereto copies of the Inventory, Pennsylvania
Inheritance Tax Return, the 20041040 Fiduciary Income Tax return and the 2004 PA-40
Fiduciary Income Tax return, all of which materials are collectively known as the "Account".
Copies of the Account are attached hereto as Exhibit "A" and incorporated herein by this
reference. After the payment of expenses of administration and inheritance taxes there is a
remaining balance of One Hundred Thousand dollars and no cents ($100,000.00) available
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for distribution to the Decedent's son, Edwin W. Parkinson, Jr., and her daughter,
Hope Parkinson Hazzard (collectively, the "Beneficiaries") .The Beneficiaries each received
an advance distribution of Two Hundred Fifty Seven thousand Five Hundred dollars and no
cents ($257,500.00) in October. 2004, as set forth on the Schedule of Distribution described
below.
5. The Beneficiaries desire to forever settle and compromise any and all claims
and rights which they may possess, now or hereafter, in the Estate and to confirm their
acceptance of the Schedule of Distribution (the "Schedule"), which is attached hereto as
Exhibit "B" and incorporated herein by this reference. The Beneficiaries desire that the
distributions set forth in the Schedule be made in full satisfaction of their entitlements to the
Estate, whether under the Will or otherwise.
6. The Beneficiaries wish to release the Executor and to indemnify him against
any and all claims that may be asserted against the Estate or the Executor after the date
hereof.
7. The Executor is willing to settle the Estate informally in consideration of the
indemnifications hereinafter provided by the Beneficiaries.
NOW, THEREFORE, in consideration of the foregoing and intending to be legally
bound, jointly and severally, the Beneficiaries. for themselves, their heirs, personal
representatives, successors, and assigns:
1. Represent and warrant that they have read and understand this
Agreement and confirm that the facts set forth above are true and correct, to
the best of their knowledge, information and belief.
2.Acknowledge receipt of a copy of the Account and of the Schedule.
3. Declare that they have had the opportunity to review the
Account and Schedule based upon an examination (or on their decision not to
make such an examination), they are satisfied that they have sufficient
information to make an informed waiver of their right to a formal accounting
with the Orphans' Court Division of the Court of Common Pleas of Dauphin
County, Pennsylvania (the "Court"), and do hereby waive the filing and
auditing of the same.
4. Accept the Account and Schedule, examined or not, as if the
same had been duly filed with and audited, adjudicated and confirmed
absolutely by the Court.
5. Acknowledge that the shares or amounts listed on the Schedule
is made in full satisfaction of their entilJements to the Estate, whether under
the Will or otherwise.
6. Release, remise, quitclaim and forever discharge the Executor,
his heirs, personal representatives, successors and assigns, from and against
all claims that they as residuary legatees and heirs had, now have or may in
the future have in connection with the Estate.
7. Agree to refund on demand, all or any part of the aforesaid
distribution, which has been determined by the Executor, or by the Court, or
by any court or competent jurisdiction to have been improperly made.
8. Agree to indemnify and hold harmless the Executor, his heirs,
personal representatives, successors and assigns, from and against any and
all claims, loss, liability or damage (whether or not related to the negligence of
the Executor) that may hereafter be asserted against the Estate or against the
Executor.
9. Consent to the Court exercising personal jurisdiction over them
in any suit or action arising out of the enforcement of this Agreement.
IN WITNESS WHEREOF, the Beneficiaries have placed their hands and seals on the
attached Consents to Estate Settlement Agreement.
CONSENT TO ESTATE SETTLEMENT AGREEMENT
I, Edwin W. Parkinson, Jr., hereby consent to and join in the Estate Settlement
Agreement relating to the Estate of Daphne B. Parkinson, a copy of which Estate
Settlement Agreement, including Exhibits A and B attached thereto, has been provided
tome.
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Edwin W. Parkinson, Jr.
STATE OF GEORGIA
COUNTY OF
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On this, the d, i-i? day of 9.1,/ ' 2005, before me, the
undersigned officer, personally appeared Edwin W. Parkinson, Jr., known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunder set my hand and official seal.
CONSENT TO ESTATE SETTLEMENT AGREEMENT
I, Hope Parkinson Hazzard, hereby consent to and join in the Estate Settlement
Agreement relating to the Estate of Daphne B. Parkinson, a copy of which Estate
Settlement Agreement, including Exhibits A and B attached thereto, has been provided
to me.
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Hope p~nson Hazzard
STATE OF MARYLAND
: SS.
COUNTY OF WMtGS7.".-Q.
On this, the :3 D day of 3" u L 'i
, 2005, before me, the
undersigned officer, personally appeared Hope Parkinson Hazzard, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that she executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunder set my hand and official seal.
NotGp1i~--
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Daphne B. Parkinson
Date of Death: Seotember12, 2004
Estate No.
2004-00878
Admin. No. 21-04-0878
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ..1- No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:.
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the court? Yes
_No X. .
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 No X
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
I I tf)
;.~oate :~qust ~, 2005
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radford Dorrance, Esq
Keefer, Wood, Allen & Rahal LLP
210WalnutSt., P.O. Box 11963
Harrisburg, PA 17108-1963
_(717)255-8014
Capacity:
_ Personal Representative
L Counsel for Personal Representative uA