HomeMy WebLinkAbout04-0998Estate of Fer~
also known as
Social Security No. ']62-2
The petition of the under
Your petitioner(s), who i
in the last will of the above
and codicil(s) dated N/A
Decedent was domiciled
with her last faro
256 Webster Street, Borou
Decedent, then
at 256 Webster Street Boro
Except as follows, deced~
after execution of the will o
incompetent: No E:
Decedent at death owned p~
(If domiciled in Pa.)
(If not domiciled in Pa.)
(If not domiciled in Pa.)
Value of real estate in Penn
situated as follows:
WHEREFORE, petitione
presented herewith and the
thereo~-:~
Anna Mlr(Davis -
1408 Red Maple Court
New Cumberland PA 170~
COMMONWEATLH OF
COUNTY OF CUM
The petitioner(s) above-n
true and correct to the best
tative(s) of the above deced,
Sworn to or affi~r~e~d and su
before me this t{~:, day ol
NovembEr, 2004
/
PETITION FOR PROBATE and GRANT OF LETTERS
0
leina L. Dillman No 21-04 .-
2-0432
figned respectfully represents that:
~/are 18 years of age or older and the e c
decedent, dated August 24, 2004
To: Register of Wi:
County of Cumberh
cornmonwealth of Pen
S named
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
it death in Cumberland County, Penns,
.ly or principal residence at
h of Carlisle
(list street, number and municipality)
80 years of age, died Oct. 23, 2004
tgh of Carlisle, Cumberland County
mt did not marry, was not divorced and did not have a child born or adopted
~'fered for probate; was not the victim of a killing and was never adjudicated
[ceptions
ope~y with estimated values as follows: All personal property
Personal property in Pennsylvania
Personal property in County
'lvania
$ unestimated
$ ~
$ :
$
Total: unestimated
· (s) respectfully request(s) the probate of the last will and codicil(s)
rant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.
Melody D. l~avis
2216 Logan Street
Camp Hill PA 17011
OAIH OF PERSONAL REPRSENTATI VE
PENNSYLVANIA
BERLAND
imed swear(s) or affirm(s) that the statement in the foregoing peition are
f the knowledge and belief of petitioner(s) and that as personal represen-
mt petitioner(s) will well and truly administer the estate according to law.
bscribed ~ ..F.//V {.. / ...... _
( '
Is for the
nd in the
~sylvania
vania,
~.c.t.a.)
).;L.x ~L~:~, ~ ~, ~ Il ~ ~ .t. Regtster'
Estate of
AND
the reve
IT IS
No. 21-04 -- (~¢~ ct Q ,~
Ferndeina L. Dillman
, Deceased
)ECREE OF PROBATE AND GRANT OF LETTERS
,/OW NC. ~/[~'}'~l~["~ ~ 20 0~ , in consideration of the petiti
side hereof, satisfactory proof having been presented before me,
dated__ August 24, 2004
cl therein be admitted to probate and filed of record as the last will of
L. Dillman
and :rs Testamentary
are to Anna Mae Davis and Melody D. Davis
FEES
Probate
Short C
-Remme
Letters, Etc. $ 3'~0~(}3~'
rtificates(1 ) $ 2r~.O,C
.aTP
· $ IO.O0
Total__
Filed ......................................
Register of Wills
Robert M. Frey #06274
ATTORNEY (Sup. Ct. I.D. Ne
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
>n on
RI
ROBERT M. FI:
(each) a subscrit
to law, depose(s
sign the same ar
the presence of ~
,GISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
.EY and TR1SHA A. L1ESS
lng witness to the will presented herewith, (each) being duly qualified accordi~ tg
and say(s) that they were present and saw Ferndeina L. Dillman, the testatri ~,
that they signed as witnesses at the request of testatrix in her presence and ~n
ch other) (in the presence of the other subscribing witness(es)).
Sworn to or affi
me this_ --i
I~lpyember, 200,
'ned, and subscribed before
_day of
~,LC,t . L
~ ~ Il/. Register
ROBERT M. FREY
5 South Hanover St., Carlisle,~A 17013
TRISHA'A. LII~SS
5 South Hanover St., Carlisle PA 170:13
RI
(each) a subscril
they are familia
herewith and th~
of our knowledl
Sworn to or affi
me this da
;GISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NONSUBSCRIBING WITNESS
~er hereto, (each) being duly qualified according to law, depose(s) and say(s) ti
with the signature of , (one of the subscribing witnesses to) the will presenl
~t each believes the signature on the will is in the handwriting of to the
e and belief.
med and subscribed before
of
Register
ed
IO5 143Rev Z/~7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH - VITAL RECORDS
,.7 CERTIFICATE OF DEATH
"~· ~ Fer ~deina n. Dillman zFemale13 162 -- 22 -- 04321,4 Oct 23~ 2~ [
~[ mmerland ~rlisle I~ 256 Webster St. I? ......... ~ ........ /,.
I
~¢) ~l~t. 26, 2~4 ,gorktome Creation Se~zcq~, York, Pa 174~
I
I, FERN[
Cumberland £
understanding, ~
hereby revokin
heretofore ma&
1. I dire
expenses as soe
services be COl
Carlisle, Penns
direct that my E
of my husband
Pennsylvania.
expenses.
2. I din
payable on acc.
residue of my
included in my
3. If at t
I give and be~
Companies, to ~
me by a period
MELODY D. E
(90) days, but s
Davis, their heir
4. I give
my brother, Be:
ninety (90) day~
the residue of n~
5. I give
of my brother C
of ninety (90)
included in the~
6. All o
wheresoever thc
to my sister AN
but should she:
assigns, provide
fail to so survix
shall survive me
7. Shou'
from my estate,
East King Stree
such person. I ~
income arising t
thereof as in the
education of sm
twenty two (22)
LAST WILL AND TESTAMENT
OF
FERNDEINA L. DILLMAN
,EINA L. DILLMAN, widow, of 256 Webster Street in the Borough of Carli
ounty, Pennsylvania, being of sound and disposing mind, memory
lo hereby make, publish and declare this as and for my Last Will and Testam.
and making void any and all Wills and Codicils thereto by me at any
my hereinafter named Executrices to pay all of my just debts and fm
n after my death as may be found convenient to do so. I direct that my fun,
[ducted by Hoffman and Roth Funeral Home at 219 North Hanover Str.
dvania, in accordance with arrangements which I have already made there
ody be cremated and that my ashes be interred on my burial lot beside the b,
George W. Dillman, which lot is located in Evergreen Cemetery at Duncanr
bring to the attention of my Executrices that I intend to prepay my bu
that all inheritance, transfer, succession, estate and death taxes, which ma5
unt of my death, including interest and penalties thereon, shall be paid from
~state regardless of whether the assets upon which such taxes are based
>robate estate.
le time of my death I have an account with Wachovia Securities, or its succes:
[ueath the entire account which presently includes my shares of Carl
ny sister, ANNA MAE DAVIS, her heirs and assigns, provided she shall surx
of ninety (90) days, but should she fail to so survive me then to her daugh
AVIS, her heirs and assigns, provided she shall survive me by a period of nir
~ould both of them fail to so survive me then to such of the issue of Melody
s and assigns, as shall survive me by a period of ninety (90) days, per stirpes.
and bequeath the sum of $15,000.00 to HELEN SMITH, who is the widou
lus Smith, her heirs and assigns, provided she shall survive me by a perioe
but should she fail to so survive me then the same shall lapse and be include
~ estate.
and bequeath the sum of $15,000.00 to ESTHER L. SMITH, who is the wi~
harles D. Smith, her heirs and assigns, provided she shall survive me by ape
lays, but should she fail to so survive me then the same shall lapse and
esidue of my estate.
the rest, residue and remainder of my estate, real, personal and mixed, ~
same may he situate, including all lapsed legacies, I give, devise and beque
XlA MAE DAVIS, provided she shall survive me by a period of ninety (90) dl
ail to so survive me then to her daughter, MELODY. D. DAVIS, her heirs ~
she shall survive me by a period of ninety (90) days, but should both of tl~
me then to such of the issue of Melody D. Davis, their heirs and assigns
Dy a period of ninety (90) days, per stirpes.
d any person less than twenty-two (22) years of age be entitled to distribut
in such event, I nominate, constitute, and appoint ORRSTOWN BANK, of
:, Shippensburg, PA 17257, and its successors, as guardian of the estate of e
tuthorize and direct said guardian to receive and to invest the same, and pay
herefrom at least annually to such person, together with so much of the princi
opinion of said guardian is necessary or desirable to be expended for the hig
:h person, including reasonable living expenses, and upon such person attain
ears of age, to pay to him or her the then remaining principal together with ~
de,
tnd
:nt,
me
:ral
:ral
~et,
, I
~dy
on,
5al
be
the
are
,or,
sle
ive
:er,
ety
D.
of
of
[in
OW
iod
be
tnd
ath
ys,
md
~m
as
on
cch
Lhe
pal
ler
ng
,ny
undistributed income. This appointment of Orrstown Bank is conditioned on its willingne
accept the trus Ieeship employment at an annual fee no greater than one-half (1/2) percent o
principal of e estate of each such person. Should Orrstown B,a. nk decline to accept
appointment ; cease serving as such, then I direct that the Orphan s Court of the Cumbe~
County Cout Ilof Common Pleas be required to appoint one or more successor corpt
guardians who De compensation shall be limited to one-half (1/2) percent of the principal of
estate, or as ne
8. I he~
daughter, MEI
further direct
performance ol
9. In at
Executrices ant
property as m
authorized for t
may be held,
consolidation
sale of the pro
such stocks,
reorganizatior
money which
proportionate
which may be
corporations ei~
additional secu
connection ther
securities, the p,
shares shall hav,
partly on credit,
of the estate, an
propriety of an
such period as
the trust estate.
determine and
principal or inc
or income such
for the proper d
the trust estate.
distribution thert
either in cash or
and in making al
any undivided ir
tr to that limitation as said Court feels is justified.
eby nominate, constitute and appoint my sister, ANNA MAE DAVIS, and
,ODY D. DAVIS, as Co-Executrices of this my Last Will and Testament, a
hat neither or them shall be required to post any bond to secure the fait
her duties in the Commonwealth of Pennsylvania or in any other jurisdiction
dition to the powers conferred by law, my hereinbefore named Guardian
their successors, are authorized and empowered:
To invest any part of the trust corpus in such securities, investments, or
ay be deemed advisable and proper, irrespective of whether the sam,
~e investment of trust funds under the laws of any governing jurisdiction.
With respect to any corporation, the stocks, bonds, or other securities of v
~ vote in person or by proxy on any shares of stock; to consent to the me
r reorganization of such corporations; to consent to the leasing mortgaginl
~rty of any such corporations; to make any surrender, exchange or substitutio
onds or other securities as an incident to the merger, consolidation
>f such corporations; to pay all assessments, subscriptions and other sum,.
aay be deemed wise and expedient for the protection and maintenance of
terest of the investment in such corporations; to exercise any option or privil
:onferred upon the holders of such stocks, bonds, or other securities of s
her for the conversion of the same into other securities or for the purchas~
'ities, and to make any and all necessary payments which may be requirer
'~with; and generally to have and exercise as to all such stocks, bonds and o!
~wers of an individual owner who is not under trust obligation.
To hold the trust corpus in one or more consolidated funds in which sepat
undivided interests.
To sell at public or private sale for cash or upon credit, or partly for cash
and upon such terms and conditions as shall be deemed proper, any part or p:
no purchaser at any such sale shall be bound to inquire into the expedienc)
;uch sale or to see to the application of the purchase moneys arising therefron
To keep on hand and uninvested such money as may be deemed proper and
ay be found expedient.
I'o compromise, settle or arbitrate any claim or demand in favor of or agai
Cs to
~ the
;uch
land
rate
said
her
ad I
hful
and
:her
are
rich
;er,
or
of
or
of
the
~ge
Ich
of
in
aer
ate
.nd
rts
or
~or
1st
And authorized in the discharge of fiduciary duties, to employ counsel and to
pay such counsel reasonable compensation which shall be charged against 1 he
me of the trust fund, and shall further be entitled to charge against the princil~al
}ther reasonable expenses and charges as may be necessary and proper to in(~ur
;charge of fiduciary duties and for the proper management and administration °f
in making any division of property into shares for the purpose of a ly
of directed by the provisions of the trust, to make such division or distributk n,
in kind, or partly in cash and partly in kind, as shall be deemed most expedie ~t,
~y division or distribution in kind may allot any specific security or property or
terest therein to any one or more of such shares, and to that end may apprai se
any or all of tt
and as to the
shall be final
distribution th
own names or
of my death an
funds as may h
the investment
gains shall be
to be retained
another.
IN WITr
Testament wri!
Signed, s
above named, a
her request, and
witnesses.
e property so to be allotted and the judgment as to the propriety of such allot
:lative value for purposes of distribution of the securities or property so all,
and conclusive upon all persons interested in the trust or in the divisi{
reof.
And authorized to register any shares of stock or other assets of any trust in
the name of a nominee.
To retain and invest in shares of stock of my Trustee.
To retain any investments including mutual funds which I may own at the
in addition to invest any part of the Trust corpus in such mutual fund or mt
deemed advisable or proper, irrespective of whether the same are authorizer
>f trust funds under the laws of any governing jurisdiction.
To determine from time to time whether all or some portion of realized ca1
:eated as ordinary income for distribution to a beneficiary or treated as Princ
part of the corpus, and such designation need not be consistent from one ye~
ESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
:n on three (3) pages, this c:~q/'b dayof ]~t~ctt3'~t .,2004
FERNDEINA L. DILLMAN
(SEAL)
aled, published, and declared by FERNDEINA L. DILLMAN, the Testal
and for her Last Will and Testament, in our presence, who, in her presence
in the presence of each other, have hereunto subscribed our names as attest
Page 3 qf3
nent
~tted
or
eir
ime
tual
for
,ital
ipal
r to
and
rix
at
ng
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: FERNDEINA L. DILLMAN
OCTOBER 23, 2004
Date of Death:
Will No.
To the Register:
Admin. No. 21-04-0998
I certify that notice of (beneficial interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on: November 15, 2004.
Name Address
Anna Mae Davis
Melody D. Davis
Helen Smith
Esther L. Smith
1408 Red Maple Court, New Cumberland PA 17070
2216 Logan Street, Camp Hill PA 17011
Helen Smith, 15 Robin Ct.,Mechanicsburg PA 17055
3308 Shermans Valley Rd,Loysville PA 17047-9602
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except NO EXCEPTIONS
Date: November 15, 2004
NAME:
ADDRESS:
Capacity:
SIGNATURE
Robert M. Frsy
5 South Hanover Street
Carlisle. Pennsylvania 17013
Personal Representative
X Counsel for Personal Representative
COM~/,CJt..;\""'EA._TH OF PENNSYLVANIA
:::r:oARH,;lENT OF REVENUE
B'J;:;EAU OF' INO,v~D!;AL TAXES
DEPT, 280601
'--IA~RIS8L;RG, DA 171280601
REV-1162 EX!11 ,96)
RECEIVED FROM:
PENNSYL VANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DAVIS ANNA MAE
1408 RED MAPLE COURT
NEW CUMBERLAND, PA 17070
--"----" ta',d
EST A TE INFORMATION: SSN: 162-22-0432
FILE NUMBER: 2104-0998
DECEDENT NAME: DILLMAN FERNDEINA L
DATE OF PAYMENT: 01/21/2005
POSTMARK DATE: 01/21/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/23/2004
NO. CD 004872
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $100,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ANNA M DAVIS
CHECK#1004
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$100,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CO\'\Mor~WEALTrl OF PENNSYLVANIA
'J~PAR,~,,1ENT OF REVENUE
BU'1~AJ OF iND!VIDUAl TAXES
OEP-:- 280601
HARRISBURG, PA i 7128-0601
REV-1162 EXi11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DAVIS ANNA MAE
1408 RED MAPLE COURT
NEW CUMBERLAND, PA 17070
-- hid
ESTATE INFORMATION: SSN: 162-22-0432
FILE NUMBER: 2104-0998
DECEDENT NAME: DILLMAN FERNDEINA L
DATE OF PAYMENT: 01/21/2005
POSTMARK DATE: 01/21/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 10/23/2004
NO. CD 004873
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $16,850.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ANNA M DAVIS
CHECK# 1002
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$16,850.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
217
REV-1500 EX (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-04-0998
COUNTY CODE
YEAR
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Ferndeina L Dillman
DATE OF DEATH (MM-DD- YEAR)
SOCIAL SECURITY NUMBER
162-22-0432
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
10/23/2004 5/25/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82)
D 4. Limited Estate D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required
o 6. Decedent Died Testate (Attach copy of Will) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) .J..... 8. Total Number of Safe Deposit Boxes
o 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (da1e of death between 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A) (Attach Sch 0)
. .tHI$"S~C;f'Q~'M~$.T,BE'C'()MPl.~TED~..~12L:C9'F,{R~~'PP:t-tq~H~~i:~N~~~~jfFJ~Nm~~!~!IN~.~RM~"tI~~~$H~Q~p.::~~ "QIJ~5PTt;f3'.TO:
NAME COMPLETE MAILING ADDRESS
Robert M. Fre 5 South Hanover Street
FIRM NAME (If Applicable) Carlisle PA 17013
717 243-5838
OFFICIAL USE ONLY
1. Real Estate (Schedule A)
(1) NONE
2. Stocks and Bonds (Schedule B)
(2)
(3) NONE
(4) NONE
732,509
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(5)
(6)
20,145
57,500
18,504
(8)
3,729
571
(11 )
(12)
(13)
(14)
824,358
z
o
~
c(
....I
:;)
I-
0:
c(
o
UJ
~
6. Jointly Owned Property (Schedule F)
Dseparate Billing Requested
7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
(Schedule G or L)
(7)
f-V
8. TOTAL GROSS ASSETS (total Lines 1-7)
828,658
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :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)
824,358
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
Z rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15)
0
i= 16. Amount of Line 14 taxable at lineal rate .0
~ X (16)
:;)
D..
:E 17. Amount of Line 14 taxable at sibling rate 794,358 X .12 (17) 95,323
0
0
>< X .15
c( 18. Amount of Line 14 taxable at collateral rate 30,000 (18) 4,500
I-
19. Tax Due (19) 99,823
20.0
>~'''',..!::-.......~ ~~.,~.::.~.~~.."':.:..._~.....__.... ...~ '::-'.~ '_.....":.._ ....__ . ~. ..... ....r-"'...., -. ...~.~
H* l;lc.~~' ;~ @;:E li;- '\'(~~~' 1;.\ ;~;- '~l=(c~hl~ ',h'I'2:>;. : ;::{:..l" ',~j,'1 J \ ~l' ,'1,' : ~}'f,:1 ~{r/.',')"1I'd~: ~:li'
>'>i1ee;~~~Rl;,m~(4~:~:'(,:
", .~ ~lt~ffjMe<~~:lM~1m;~'~~'::'
ece en s ompee ress:
STREET ADDRESS
256 Webster Street
CITY I~TATE IZIP
Carlisle PA 17013
217
D
Ferndeina L Dillman
d t' C
I t Add
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
116,850
6,150
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
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. (5B)
Make Check P~yable to: REGISTER OF WIL~~J ~~!5N.T
" ;....: .....,. """,-""'-"
.:',.;,..:;....'.<1-
162-22-0432
99,823
123,000
23,177
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;
Yes
D
D
D
D
D
D
2.
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or . . . . . . . . . . . . .
d. receive the promise for life of either payments. benefits or care?
If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . .
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
3.
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . .
....... [II
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
D
No
o
o
o
o
[II
[II
Under penalties of perjury, I dedare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
and complete. Dedaration of preparer other than the personal representative is b~sed on all information of which preparer has any knowledge.
SIGNATURE OF: ON RESPONSIBLE FOR FIL RETURN DATE .----'"
ADDRESS
1408 Red Maple Court, New Cumberland PA 17070
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~-...< - },1. ~ ;,
DATE
ADDRESS
/
~b~
.~ ./
~~/iMuJ 4 -;...p d~
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. Section 9116 (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. Section 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 retum 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. Section 9116(a)(1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 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. Section 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.
217
REV-1503 EX+ (6-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ferndeina L Dillman
FILE NUMBER
21-04-0998
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
ITEM
NUMBER
1.
2.
3.
Wachovia Securities, Acct 2802-2759
Legg Mason Wood Walker, Inc.,Account:360-00846
Oppenheimer & Co., Inc., Account A09-0030238
VALUE AT DATE
OF DEATH
497,879
194,489
40 ,141
TOTAL (Also enter on line 2. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
732 509
Wacllovia Securities, LLC
Investment Services Group
PA6454
600 Penn Street. 2nd Floor
Reading, PA 19602
Tel 610 655-321LJ
Fax 610 655-0987
Toll Free 888 243-1422
..
~~~
'\t\T.r\(JHOVIA
Date of Death Value for Account of Ferndeina L Dillman (2802-2759) as of 10/22/2004 for 10/23/2004
Cash and Money Market Funds Value
Evergreen Municipal
Money Market FD CL A 36629.59
Total 36629.59
Stocks and Options Symbol Quantity Price Value
Stocks
Anheiser Busch Co. Inc. BUD 100 50.12 5012
Carlisle Companies Inc. CSL 6498.143 58.35 379166.6
Exxon Mobil Corp. XOM 100.669 48.7 4902.58
Progress Energy Inc. PGN 101.295 41.1 4163.225
Royal Dutch RD 100 53.35 5335
Southtrust Corp. SOTR 100.704 41.55 4184.251
T elefonos De Mexico TMX 100.966 33.64 3396.496
The Southern Company SO 102.626 31.6 3242.982
Total 409403.2
Preferred Stocks Symbol Quantity Price Value
Public Storage PSA'U 394 26.25 10342.5
Satums-BLS MJE 395 26.32 10396.4
Total 20738.9
Fixed Income Securities Quantity Price Value
Municipal Bonds
Philadelphia PA G/O UNTLD
OY 5.120/0 20000 103.937 20787.4
Philadelphia PA WTR &
WASTEWTR REV SER A 010
BIE FGIC 5.000% 10000 103.195 10319.5
Total 31106.9
Total Account Value 497878.6
Securities and Insurance Products:
r-Nbt~s~~d by FDIC or Any Federal Government Age;~YfM-~;-l~~;e-v;t;e~] U~t--;-D-;;~~it~f-~~-;~;;;;dbY;-B~-~r ~~_~ R~l1k A~~liat~]
Investment products and services offered through tile investment Services Group of Wachovia Securities, LLC (WS), member NYSE/SIPC, a registered hrnl,er-deiJler and separate, non-bani,
affiliate of Wachovia Corporation. Insurance products are offered through Wachovia Insurance Agency, Inc. ("the Agency"), Variable insurance prorhlCl:c (lIe offeled through WS and the
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OPPENHEIME~
December 29, 2004
Robert M. Frey, Esquire
Frey & Tiley
5 S. Hanover Street
Carlisle, Pa. 17013
RE: Estate of Ferndeina L. Dillman
Account A09-0030238
Dear Mr. Frey:
As of October 22, 2004 market values are:
1,470 shares Mainstay High Yield
B @ 6.27
1,000 shares Nuveen Municipal High
Income Opportunity Fund @ $14.98
1,000 shares Nuveen Pa. Dividend
Advantage Municipal Fund @ $15~94
4 shares Advantage Primary Liquidity
Fund @ $1
Sincerely,
~~
$ 9,217
$ 14,980
$ 15,940
$ 4
$ 40,141
~.~
Oppenheimer & Co. Inc.
1015 Mumma Road
Wormleysburg, PA 17043
800-722-2294
Member of All Principal Exchanges
Marc Moonin
Vice President - Investments
MM/dsd
cc: Anna Davis
217
REV-150B EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ferndeina L Dillman
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-04-0998
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 M& T Bank, Checking Account #2679038303
2 M& T Bank, Savings Account #015004200600458
VALUE AT DATE
OF DEATH
8,191
11,954
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
20,145
Nov 23 04 10:58a
__:.::::~..u
m1 M8UBank
499 Milchell Road, MiIlsboro. DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
November 23, 2004
Fax: 717-243-6441
Frey & Tiley
Attorneys At Law
5 South Main Street
Carlisle, Pennsylvania 17013
Re: Estate of: Ferndeina L. Dillman
Social Security: 162-22-0432
Date of Death: October 23. 2004
Dear Sir or Madam:
Per your inquiry dated November 11, 2004, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Nwnber
2679038303
Ownership (Names oj)
Femdeina L Di//man
Anna M Davis, POA
Opening Date
8/9/89
Balance on Dale of Death
$8, J 90.72
$ 0.00
... $B.T9ii7i---' .--..--...-...--------- --.-. .--.----. ---
Accrued lnterest
Total
2.
Type of Account
Savings Account
Account Number
015004200600458
Ownership (Names of)
Ferndeina L Dillman
Anna M Davis, POA
Opening Date
5/24/85
Balance on Date of Death
$11,952.90
Accrued Interest
$
0.65
Total
.$]1:"953. 5f--...----..------.-----..-~.-~--.
Please be advised, there was no safe deposit box fOlUld for the above decedent For further account Information,
regarding ownership, closures andlor reimbursement of funds, etc., please call the High Street Carlisle Office # 717-
240-4536.
Sincerely,
~v7~~~
Nancy Clagett
Records Management
p. 1
217
REV-1509 EX+ (6-9B)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
Ferndeina L Dillman
FILE NUMBER
21-04-0998
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Anna Mae Davis
1408 Red Maple Court
New Cumberland PA 17070
Sister
B.
C.
JOINTL V-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 10/20/03 256 Webster Street, Borough of Carlisle, Cumberland County 115,000 50.00% 57,500
"-
TOTAL (Also enter on line 6 Recaoitulation) $ 57500
(If more space is needed, insert additional sheets of the same size)
F:0BERT,P. ZlEGLER
::; l'\O~WER' OF DEEDS
,.';.;'-;ERLANO COUNTY- P/\
, 03 OCT 20 Arlll al
Tax Parcel No. 02-20-1800-141
THIS DEED,
MADE THE ~O-f~day of Oo~ok
in the year of our Lord two thousand three (2003).
BETWEEN FERNDEINA L. DILLMAN widow, of 256 Webster Street in the Borough of
Carlisle, Cumberland County, Pennsylvania, party of the first part,
Grantor,
and
FERNDEINA L. DIl,LMAN, of 256 Webster Street in the Borough of Carlisle, and
ANNA MAE DAVIS as joint tenants with the right of survivorship and not as tenants in common,
of 1408 Red Maple Court, Cumberland County, Pennsylvania, parties of the second part,
Grantees:
WITNESSETH, that in consideration of One ---($1.00) ---Dollar, in hand paid, the
receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey to the
said Grantees,their heirs and assigns, as joint tenants with the right of survivorship and not as
tenants in. common,
ALL THAT CERTAIN tract of land with the improvements thereon erected, situate in the
First Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described
as follows:
Lots No. 32 and 33 on the Plan of Lots of the Henderson Tract, as recorded in the Office of
the Recorder of Deeds for Cumberland County in Plan Book 2, Page 27; having a frontage of 80
feet on Webster Street; a width in the rear of 80.2 feet on an alley 16 feet wide; a depth on the East
of 138.4 feet; and a depth on the West of 130.9 feet.
BEING improved with a one-story frame dwelling house known as No. 256 Webster
Street, formerly Webster Avenue.
BEING all of the premises which were awarded by Decree Awarding Real Estate in the
Estate of Annie A. Smith, deceased to Ferndeina L. Dillman, by instrument dated January 18, 1989
and recorded January 20, 1989 in the Office of the Recorder of Deeds in and for Cumberland
County, at Carlisle, Pennsylvania, in Deed Book "T," Volume 33, Page 926.
THE SAID Ferndeina L. Dillman, the Grantor herein and Femdeina L. Dillman, one of
the Grantees herein, are one and the same person, and the Grantee Anna Mae Davis is a sister of the
said Ferndeina L. Dillman, and therefore this conveyance is exempt from realty transfer taxes
imposed by the Commonwealth of Pennsylvania and by the Borough of Carlisle, and by Carlisle
Area School District.
217
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
Ferndeina L Dillman
FILE NUMBER
21-04-0998
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Legg Mason Wood Walker, Inc., IRA Account:360-70335 $18,503.99 100.00% 18,504
TOTAL (Also enter on line 7 Recaoitulation) $ 18,504
(If more space is needed, insert additional sheets of the same size)
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217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Ferndeina L Dillman
21-04-0432
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. First Presbyterian Church, Flowers 126
2. Rice Memorial Works, Inscription 80
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
. Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 2,700
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 386
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal, Advertising 75
8. The Sentinel, Advertising 137
9. Anna Mae Davis, Reimburse for expenses 225
2.
TOTAL (Also enter on line 9 Recapitulation) $ 3.729
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03) 217
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ferndeina L Dillman
FILE NUMBER
21-04-0998
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
VALUE AT DATE
OF DEATH
35
250
16
53
60
23
109
25
Sprint, Telephone
Thomas Fitzpatrick, Plumbing Repairs
Borough of Carlisle, Water and Sewer
PP&L, Electricity
Aetna Insurance
UGI, Gas Service
McCorkle Construction, Concrete and Excavation
Bob Barchus, Reimburse handrail in bathroom
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
571
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Ferndeina L Dillman
21-04-0998
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Helen Smith Sister-in-Law Bequest of $15,000
115 Robin Court
Mechanicsburg PA 17055
2 Esther L. Smith Sister-in-Law Bequest of $15,00'0
3308 Shermans Valley Road
Loysville PA 17047-9602
3. Anna Mae Davis Sister 100% residue of estate
1408 Red Maple Court
New Cumberland PA 17070
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
. .
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)
LAST WILL AND TESTAMENT
OF
FERNDEINA L. DILLMAN
I, FERNDEINA L. DILLMAN, widow, of 256 Webster Street in the Borough of Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making void any and all Wills and Codicils thereto by me at any time
heretofore made.
1. I direct my hereinafter named Executrices to pay all of my just debts and funeral
expenses as soon after my death as may be found convenient to do so. I direct that my funeral
services be conducted by Hoffman and Roth Funeral Home at 219 North Hanover Street,
Carlisle, Pennsylvania, in accordance with arrangements which I have already made there. I
direct that my body be cremated and that my ashes be interred on my burial lot beside the body
of my husband, George W. Dillman, which lot is located in Evergreen Cemetery at Duncannon,
Pennsylvania. I bring to the attention of my Executrices that I intend to prepay my burial
expenses.
2. I direct that all inheritance, transfer, succession, estate and death taxes, which may be
payable on account of my death, including interest and penalties thereon, shall be paid from the
residue of my estate regardless of whether the assets upon which such taxes are based are
included in my probate estate.
3. If at the time of my death I have an account with Wachovia Securities, or its successor,
I give and bequeath the entire account which presently includes my shares of Carlisle
Companies, to my sister, ANNA MAE DAVIS, her heirs and assigns, provided she shall survive
me by a period of ninety (90) days, but should she fail to so survive me then to her daughter,
MELODY D. DAVIS, her heirs and assigns, provided she shall survive me by a period of ninety
(90) days, but should both of them fail to so survive me then to such of the issue of Melody b.
Davis, their heirs and assigns, as shall survive me by a period of ninety (90) days, per stirpes.
4. I give and bequeath the sum of $15,000.00 to HELEN SMITH, who is the widow of
my brother, Bertus Smith, her heirs and assigns, provided she shall survive me by a period of
ninety (90) days, but should she fail to so survive me then the same shall lapse and be included in
the residue of my estate.
5. I give and bequeath the sum of $15,000.00 to ESTHER L. SMITH, who is the widow
of my brother Charles D. Smit.b, her heirs and assigns, provided she shall survive me by a period
of ninety (90) days, but should she fail to so survive me then the same shall lapse and be
included in the residue of my estate.
6. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, including a111apsed legacies, I give, devise and bequeath
to my sister ANNA MAE DAVIS, provided she shall survive me by a period of ninety (90) days,
. but should she fail to so survive me then to her daughter, MELODY. D. DAVIS, her heirs and
assigns, provided she shall survive me by a period of ninety (90) days, but should both of them
fail to so survive me then to such of the issue of Melody D. Davis, their heirs and assigns, as
shall survive me by a period of ninety (90) days, per stirpes.
7. Should any person less than twenty-two (22) years of age be entitled to distribution
from my estate, in such event, I nominate, constitute, and appoint ORRSTOWN BANK, of 77
East King Street, Shippensburg, PA 17257, and its successors, as guardian of the estate of each
such person. I authorize and direct said guardian to receive and to invest the same, and pay the
income arising therefrom at least annually to such person, together with so much of the principal
thereof as in the opinion of said guardian is necessary or desirable to be expended for the higher
education of such person, including reasonable living expenses, and upon such person attaining
twenty two (22) years of age, to pay to him or her the then remaining principal together with any
Page I of3::J:~.~ r./'
'- ..{'D~4?""'-
undistributed income. This appointment of Orrstown Bank is conditioned on its willingness to
accept the trusteeship employment at an annual fee no greater. than one-half (1/2) percent of the
principal of the estate of each such person. Should Orrstown Bank decline to accept such
appointment or cease serving as such, then I direct that the Orphan's Court of the Cumberland
County Court of Common Pleas be required to appoint one or more successor corporate
guardians whose compensation shall be limited to one-half (1/2) percent of the principal of said
estate, or as near to that limitation as said Court feels is justified.
8. I hereby nominate, constitute and appoint my sister, ANNA MAE DAVIS, and her
daughter, MELODY D. DAVIS, as Co-Executrices of this my Last Will and Testament, and I
further direct that neither or them shall be required to post any bond to secure the faithful
performance of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction.
9. In addition to the powers conferred by law, my hereinbefore named Guardians and
Executrices and their successors, are authorized and empowered:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are
authorized for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which
may be held, to vote in person or by proxy on any shares of stock; to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or
sale of the property of any such corporations; to make any surrender, exchange or substitution of
such stocks, bonds or other securities as an incident to--the merger, consolidation or
reorganization of such corporations; to pay all assessments, subscriptions and other sums of
money which may be deemed wise and expedient for the protection and maintenance of the
proportionate interest of the investment in such corporations; to exercise any option or privilege
which may be conferred upon the holders of such stocks, bonds, or other securities of such
corporations either for the conversion of the same into other securities or for the purchase of
additional securities, and to make any and all necessary payments which may be required in
connection therewith; and generally to have and exercise as to all such stocks, bonds and other
securities, the powers of an individual owner who is not under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate
shares shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and
partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts
of the estate, and no purchaser at any such sale shall be bound to inquire into the expediency or
propriety of any such sale or to see to the application of the purchase moneys arising therefrom.
e. To keep on hand and uninvested such money as may be deemed proper and for
such period as may be found expedient.
f. To compromise, settle or arbitrate any claim or demand in favor of or against
the trust estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the trust fund, and shall further be entitled to charge against the principal
or income such other reasonable expenses and charges as may be necessary and proper to incur
for the proper discharge of fiduciary duties and for the proper management and administration of
the trust estate.
h. In making any division of property into shares for the purpose of any
distribution thereof directed by the provisions of the trust, to make such division or distribution,
either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient,
and in making any division or distribution in kind may allot any specific security or property or
any undivided interest therein to anyone or more of such shares, and to that end may appraise
Page2of3?~~':;: ~
~a-.......
any or all of the property so to be allotted and the judgment as to the propriety of such allotment
and as to the relative value for purposes of distributiop. of the securities or property so allotted
shall be final and conclusive upon all persons interested in the trust or in the division or
distribution thereof. .
i. And authorized to register any shares of stock or other assets of any trust in their
own names or in the name of a nominee.
j. To retain and invest in shares of stock of my Trustee.
k. To retain any investments including mutual funds which I may own at the time
of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual
funds as may be deemed advisable or proper, irrespective of whether the same are authorized for
the investment of trust funds under the laws of any governing jurisdiction.
1. To determine from time to time whether all or some portion of realized capital
gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal
to be retained as part of the corpus, and such designation need not be consistent from one year to
another.
IN WITNESS WHEREOF, I have hereunto set my hand and se~ this my Last Will and
Testament written on three (3) pages, this 6) 1./ +~ day of ~ ' 2004.
A1.bL,...~ ~
c- ;:t: ~- ....,L-
FERNDEINA L. DILLMAN
(SEAL)
Signed, sealed, published, and declared by FERNDEINA L. DILLMAN, the Testatrix
above named, as and for her Last Will and Testament, in our presence, who, in her presence, at
her request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
rc.~- m, ~ ~-:::-
~NL
Page 3 of3
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle; PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
390
6/3/2005
F erndeina L. Dillman
21-04-0998
FREY & TILEY
5 SOUTH HANOVER ST
ccp
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee
Total
105.00
$105.00
Total:
v*-33~
$105.00
~,...~'
c...<
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
0'-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
hrLCRDFO 0\-"F\CE nF NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAl\I;li,c-=,- -' "i' IAPPRAISEKENT, ALLOWANCE OR DISALLOWANCE
IMlERlUIltE TAX DIVISI"" " 'i,! ,_ OF DEDUCTIONS AND ASSESSKENT OF TAX
PO BDX' 280601"
HARRISBURG PA 17128-0601
08-22-2005
DILLMAN
10-23-2004
21 04-0998
CUMBERLAND
101
APPEAL DATE: 10-21-2005
(See reverse side under Objections)
Alloun1: R8II:i.1:1:edl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS -
REV: iS47 - EX - AFj'- 'i 03:05) - NOTicE-oF - iNHERiTANCE - TAX-APPRAisEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FERNDEINA L FILE NO. 21 04-0998 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUIIIIER
COUNTY
ACN
2005 hUG 30 P:1 1;: 21
('-~
i~1
ORP}-J,
ROBERT M FR~!'"
FREY I TILEY
5 S HANOVER ST
CARLISLE
C,~!')Hf
PA 17013
ESTATE OF DILLMAN
'*
REV-1547 EX AFP (06~Q5)
FERNDEINA L
DATE 08-22-2005
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds I SchRul. B)
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/B8nk Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property ISchedul. F)
7. Transfers (Schedule Gl
8. Total Assets
( ) CHANGED
(ll
(2)
(3)
(4)
15)
(6)
17l
.00
732.509.00
.00
.00
20.145.00
57.500.00
18,504.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total lleductions
12. Net Value of Tax Return
13. Charitabl./Gov8rn.-ntal Bequests; Non-elected 9113 Trusts (Schedule J)
1~. N.t Value of Estate Subject to Tax
If an assesSIIen1: was issued prev:i.ously, lines 14, 15 and/or 16, 17, 18 and
reflec1: figures 1:ha1: :i.nclude 1:he 1:o1:al of ALL re1:urns assessed 1:0 da1:e.
ASSESSMENT OF TAX:
15~ AIIount of Line 14 at Spousal rate US)
16. ~ount of Line 14 taxable at Line.l/Class A rate (16)
17. Aaount of Line 14 .t Sibling r.t. (17)
18. Anount of Line 14 taxable at Collateral/Class 8 rate (18)
19. Principal Tax Due
C
NOTE:
+
INTEREST/PEN PAID 1-)
4,991.15
.00
DATE
01-21-2005
01-21-2005
IIUIlBER
CD004872
CD004873
~
(9)
(10)
3.729.00
NOTE: To insure propar
credi t to your account,
su~it the upper portion
of this fo~ with your
tax pB}III8nt.
828,658.00
4.300 00
824,358.00
.00
824,358.00
19 w:i.ll
00 =
045 =
12 =
15 =
.00
.00
95,323.00
4,500.00
99,823.00
571. 00
Ill)
(12)
(13)
(14)
.00 X
.00 X
794,358.00 X
30,000.00 X
AKOUNT PAID
100,000.00
16,850.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(19)=
121,841.15
22,018.15CR
.00
22,018.15CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYKENT IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU KAY BE DUE
A REFUND. SEE REVERSE s:rns: ns: TwrC. r"DIoI .......... ........--..------~
BUREAU OF INDIVIDUAL Pf4X@~T):=D
INHERITANCE TAX DIVISION ' .~ - :
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
I', I
,-
.J
REV-1607 EX AFP (03-05)
1 ,'.~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-19-2005
DILLMAN
10-23-2004
21 04-0998
CUMBERLAND
101
FERNDEINA L
ROBERT M FREY
FREY 8 TILEY
5 S HANOVER ST
CARLISLE
PA 17013
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
ESTATE OF DILLMAN
... INHERITANCE TAX STATEMENT OF ACCOUNT ..*
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
FERNDEINA L FILE NO.21 04-0998
ACN 1 01
DATE 09-19-2005
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-15-2005
PAYMENTS (TAX CREDITS):
PRINCIPAL TAX DUE: 99,823.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-21-2005 CD004872 4,991.15 100,000.00
01-21-2005 CD004873 .00 16,850.00
08-31-2005 REFUND .00 22,018.15-
TOTAL TAX CREDIT 99,823.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
c.V"
STATUS REPORT UNDER RULE 6.12
Name of Deceden.t: Ferndeina L. Dillman
Date of Death: October 23, 2004
Will No.
Admin. No. 21-04-0998
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 (x) No ( )
2. If the 3nswer is No, state when the personal representative reasonably believes
that the adminis~ration 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 (x) No ( )
(4) 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.
Date: Septembel~ 18, 2006
~rk.Jk,~~
Signature
Robert M. Frey
Name (Please type or print)
5 South Hanover Street
Carlisle. Pa 17013
Address
~.)
(717) 243-5838
Telephone No.
- '. I > \' I ~'......:
Cap3'CitY: ( ) Personal Representative
. . ('~kGounsel for personal representative
r ~~,~ .. =". 1! 1 l~ ~ (1.':\,) JV~V
~0 .v ~I;'""
~
Cumberland County - -RegisEer or W1LLS
One Courthouse Square
Carlislel PA 17013
phone: (717) 240-6345
Date: 9/14/2006
FREY ROBERT G
5 S HANOVER STREET
CARLISLE I PA 17013-3385
RE: Estate of DILLMAN FERNDEINA L
File Number: 2004-00998
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/23/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report I please disregard
this notice.
SincerelYI
!:=F=~r
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
Cumberland County - Regl-sterOf-W:lTrs-
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
DAVIS ANNA MAE
1408 RED MAPLE COURT
NEW CUMBERLAND, PA 17070
RE: Estate of DILLMAN FERNDEINA L
File Number: 2004-00998
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. 1/ for decedents dying on or after
July 1/ 1992/ the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/23/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Cumberland County----=--Reglster Of WiTIs-~-----
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
DAVIS MELODY D
2216 LOGAN STREET
CAMP HILL, PA 17011
RE: Estate of DILLMAN FERNDEINA L
File Number: 2004-00998
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/23/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel.
~