HomeMy WebLinkAbout01-0478
PETITION FOR PROBATE and GRANT OF LETTERS
Estateof~kJteL K.13;lLS No. ;;t/-ol-'I'IV
also known as To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. (qO 3D LfI/9 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age oIjolder an the executR::r )(
in the last will of the above decedent, dated 0</ ;)';
and codicil(s) dated
named
, 19~
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
ij Decendent was dom. iciled at death in (Y,U. W\ bQ e / fjA) cl, I C;ouI1!Y, Penns lvania, with
( .'5 last fa~IY or principal residence at 8..6 L0 \ d~ Q i-s R
M t? C. r\,. . \ 7 0 ~~ ~ e ,
I
(list street, number and muncipality)
,20 0 l
,jB:
years of age, died d.-
at ~~ 0<2- -t -S.x, eN!
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the wil~pJfered fO.LProbate; was not the victim of a killing and was never adjudicated
incompetent: / yO /V E
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(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:
$-J OC:{).. 00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probatj:: of the last will and codicil(s)
presented herewith and the grant of letters -t G 5 '-f A WJ e /L) Cr; f?'-i
(testamentary; administration c.I.a.; administration d.b.n.c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1- ss
COUNTY OF Cumr~rll1nn J
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 d truly admin' the ~state according to law.
Sworn to or affirmed and
before me this 15th
~~;t;~~.
Mary c. ,,;vis
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No.
21-2001-478
Estate of
Daniel K. Bills
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW May 16th ~_2.ill2J in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 'February 24th. 1992
described therein be admitted to probate and filed of record as the last will of
Daniel K. Bills
and Letters Testamentary
are hereby granted to Luel yn M. Carchidi
FEES
Probate, Letters, Etc. ......... $18.00
Short Certificates( 2) . . . . . . . . .. $ 6.00
Renunciation ................ $
x-Pages (8) $ 24.00
JCP TOTAL _ $ 5.00
Filed . M~".16tB;~.ool....... .$. .!?~..P.o...
AITORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
MAILED LET'TERS 10 EXECUTRIX
HIOS.801 REV W8G
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fihng.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7297056
No.
21-2001-478
~ /-(. ./....;,~
Local Registrar
APR 2 5 2001
Date
05. '43 Rev. 2JlI7
COMMONWEALTH Of PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
l);d
-
..in.
Cum b e r 1 and .......' 17...0 ::"'''':':''=ol
MOTHER'S NAME ,First Middle. Malden Surname)
". Ann aM. Lan n
lHFOflMANT'S MAlUNO ADDRESS (SIr.... Ot,rro-. _. Zip ~I
. 203 Widders Dr. Mechanicsburg, Pa.
PUCEOFDl8l'OSITION._ol~C'_ LOCRION.~._.Zip~
or au... ......
alc.St.Bernard Cemetery a... Hastings Pa. 16646
_AHO~8JC:~ H. 29S. Enol.aDr. Enola, Pa. 17025
NAME Of DECEDENT (FII.. Middle. l_.
.. Dan i elK. B ill s
AGEtl.._Yl
UNDER 1 YEAR
- Doyo
UNDER 1 DItII
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IIRTHI'lACI1 (Cly""
Stale or f Clfl91 CounIryt
Hastings Pa.
6 3 Yrw.
COUNTY OF DEATH
/
Monroe Twp. 203 Widders Dr.
... ....
DECEDENT'S USUAL OCCUl'IQION KINO OF SUSlHESSIlNDUSTRY
.;..::::.;-:. "::: '::~:'l' E a s t Pen n s b 0 r 0
"Co Teacher I~School Distric ~
OECEOENT'S MAILING AIlDAESS csu....~. _ Zip~l DECEDENT'S
203 Widders Dr. ~~
Me c h ani c s bur g , P a . I 705 5 0::::;:-
Cumberland
NUl DECEDENT EYER IN
U.S. ARMED FORCES'
....0 NoIXI
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12.
17.. sa...
Pa.
'lb.
2001
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WERE AlJ1OI'SY FINDlNG8
~I'RIOR 10
COY'l.ETlON OF CAUSE
OF DEAI'H1
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DUE 10 COR AS A CONSEOUENCE OF),
_ROF DEATH
DATE OF INJURY
(lolonll.IJaot_1
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STAll: FilE MJM8EA
SOCIAl SECURITY NUMBER
a. 190 30 - 4119
OATEOF DEATH ,_.0.,. '_1
..April 22, 2001
::':"'10
MARITAL STATUS._
Nevel Mm_. WicIawM.
DNorcocl-...,
...Divorced
.,..[J.....__in Monroe
8UAVIV1NG SPOUSE
(n..... grve~ rwne.
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as.
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PART II: OIIlII...-_-.oIngIo_....
...-.....In..-.._glwon infWfIl.
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TIME OF INJURY
INJURY liS WORK7 0ESCRIIlE HOW INJURY OCCURRED.
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D PlACE OF INJURY. AI....... tarm, _."""",
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Couki noI be delll",uned
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C8IT1fIEA lChock...., ono) .
..CERTIFY_....ySICIAN {Phvscaan cerlltytng cause ~ death when aood1er physcoan has pronounced dealh ana completed ttem 23}
.........ot,...,knowtedge. .....oc:cumtd........c.uH(s) andmllnner H .tated. ........ ........................
-PfIOHOlMCING AND CERTlFytNQ PHYSICIAN (Physoan both ;,)IOOOUOCIl'lO ONIh.oo ceotl'fll'\Q 10 cause 01 dea!l\\
T.........oe..yknowtedg.. dealhoccur,. ......... ut.. and place, and due to the c.....(.} ancI m.nn.r.. ...ted...............
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34.
WILL
OF
DANIEL K. BILLS
I, DANIEL K. BILLS, of Cumberland County, Pennsylvania, declare this to
be my will and hereby revoke all prior wills and codicils made by me.
1. Residue. I bequeath, devise, and appoint all of my property, of
whatever nature and wherever situated, to LUELYN M. CARCHIDI, if she survives
me, and if she does not survive me, in trust to HAMILTON BANK, as Trustee for
the following purpose:
(a) Income. The income shall be distributed at least
quarterly to or for the benefit of MICHAEL CARCHIDI.
(b) Principal. The Trustee shall pay from the principal
such sums to or for MICHAEL CARCHIDI as in the discretion of the
Trustee seems proper for his support, maintenance, health care,
and education, taking into account the other sources of income,
support and estate that are available to him.
(c) Distribution of Trust.
(i) When MICHAEL CARCHIDI shall have attained
the age of twenty-five (25) years, the Trustee shall
distribute to him at his written request the entire
balance held in his separate trust.
(ii) If MICHAEL should die before making proper
request for the entire balance in his trust, then the
entire balance in his trust shall at his death be
distributed, outright or in trust, in such sums or
proportions as he may direct in his last will,
expressly referring to his trust hereunder, and to the
extent that he shall fail to exercise effectively his
limited power of appointment hereunder (or should he
predecease me), the aforementioned balance in his
trust (or amount otherwise passing hereunder if he
does not survive me) shall then be distributed to my
heirs under the intestate succession law then in
effect in Pennsylvania.
2. Survival Clause. If any beneficiary hereunder should die within
sixty (60) days after me or within sixty (60) days after any other person the
survival of whom determines his rights hereunder, then such beneficiary shall
be deemed to have predeceased me or such other person for all purposes
hereunder.
3. Powers. In addition to such other powers and duties as may be
granted elsewhere herein or which may be granted by law, the fiduciaries
hereunder shall have the following powers and duties, without the necessity of
notice to or consent by any Court:
(a) To retain all or any part of my property, real or
personal, in the form in which it may be held at the time of its
receipt, including any closely held business in which I have an
interest and any stock of any corporate fiduciary hereunder, as
long as in the exercise of their discretion it may be advisable so
- 2 -
to do, notwithstanding that said property may not be of a
character authorized by law.
(b) To invest and reinvest any funds held hereunder in any
property, real or personal, including, but not by way of
limitation, bonds, preferred stocks, cornmon stocks, and other
securities of domestic or foreign corporations or investment
trusts, mortgages or mortgage participations, and cornmon trust
funds, even though such property would not be considered
appropriate or legal for a fiduciary apart from this provision.
(c) To sell, convey, exchange, partition, give options to
buy or lease upon, or otherwise dispose of any property, real or
personal, at any time held by them, with or without order of court
at their option, at public or private sale or otherwise, for cash
or other consideration or for such credit terms as they think
proper, and upon such terms and for such prices as they may
determine, and to convey such property free of all trusts.
(d) To borrow money from any person, including any
fiduciary hereunder, for any purpose in connection with the
administration hereof, to execute promissory notes or other
obligations for amounts so borrowed, and to secure the payments of
such amounts by mortgages or pledges of any property, real or
personal, which may be held hereunder.
- 3 -
(e) To make loans, secured or unsecured, in such amounts,
upon such terms, at such rates of interest, and to such persons,
firms or corporations as they may deem advisable.
(f) To renew or extend the time for payment of any
obligation, secured or unsecured, payable to or by them, for as
long a period of time and on such terms, as they may determine,
and to adjust, settle and arbitrate claims or demands in favor of
or against them.
(g) In dividing or distributing any property, real or
personal, included herein, to divide or distribute in cash, in
kind, or partly in cash and partly in kind.
(h) To hold, manage, and develop any real estate which may
be held by them at any time, to mortgage any such property in such
amounts and on such terms as they may deem advisable, to lease any
such property for such term or terms, and upon such conditions and
rentals as they may deem advisable, whether or not the term of any
such lease shall exceed the period permitted by law or the
probable period of retention under this instrument; to make
repairs, replacements and improvements, structural and otherwise,
in connection with any such property, to abandon any such property
which they may deem to be worthless or not of sufficient value to
warrant keeping or protecting, and to permit any such property to
be lost by tax sale or any other proceedings.
- 4 -
(i) To employ such brokers, banks, custodians, investment
counsel, attorneys, and other agents, and to delegate to them such
duties, rights and powers as they may determine, and for such
periods as they think fit.
(j) To register any securities at any time in their names
as fiduciary, or in the names of nominees, with or without
indicating the trust character of the securities so registered.
(k) With respect to any securities held hereunder, to vote
upon any proposition or election at any meeting of the person or
entity issuing such securities, and to grant proxies,
discretionary or otherwise, to vote at any such meeting; to join
or become a party to any reorganization, readjustment, merger,
voting trust, consolidation or exchange, and to deposit any such
securities with any committee, depository, trustee or otherwise,
and to payout of the trust created herein, any fees, expenses,
and assessments incurred in connection therewith; to exercise
conversion, subscription or other rights, and to receive or hold
any new securities issued as a result of any such reorganization,
readjustment, merger, voting trust, consolidation, exchange or
exercise of conversion, subscription or other rights and generally
to take all action with respect to any such securities as could be
taken by the absolute owner thereof.
(1) To make all necessary proofs of death under the
insurance policies of which they are the beneficiary, to execute
- 5 -
any receipts for the proceeds and to institute any action to
collect said proceeds and to make adjustments of any claim
thereunder, provided, however, that they need not institute any
action unless they shall have been indemnified against all
expenses and liabilities to which they may become subject as a
result thereof. If, however, they desire to institute such action
without indemnification, they are hereby authorized to be
reimbursed for all expenses and liabilities incurred as a result
thereof from any amounts which may be held in trust hereunder then
or thereafter.
(m) To exercise all elections which they may have with
respect to income, gift, estate, inheritance or other taxes,
including without limitation execution of joint income tax
returns, election to deduct expenses in computing one tax or
another, election to split gifts, and election to payor to defer
payment of any tax, in all events without their being bound to
require contribution from any other person.
(n) To operate, own, or develop any business or property
held hereunder in any form, including without limitation sole
proprietorship, limited or general partnership, corporation,
association, tenancy in common, condominium, or any other, whether
or not they have restricted or no management rights, as they in
their discretion think best.
- 6 -
3. Spendthrift Clause. No interest (whether in income or principal,
whether or not a remainder interest, and whether vested or contingent) of any
beneficiary hereunder shall be subject to anticipation, pledge, assignment,
sale or transfer in any manner, nor shall any beneficiary have power in any
manner to charge or encumber his said interest, nor shall the said interest of
any beneficiary be liable or subject in any manner while in the possession of
the fiduciaries for any liability of such beneficiary, whether such liability
arises from his debts, contracts, torts, or other engagements of any type.
4. Facility of Payments for Minors or Incompetents. Any amounts or
property which are payable or distributable hereunder to a minor or
incompetent may, at the discretion of the fiduciaries, be paid to the parent
or guardian of such minor or incompetent, to the person with whom such minor
or incompetent resides, or directly to such minor or incompetent, or may be
applied for the use or benefit of such minor or incompetent.
5. Taxes. I direct that all estate, inheritance, and succession
taxes that may be assessed in consequence of my death, of whatever nature and
by whatever jurisdiction imposed, other than generation-skipping taxes, shall
be paid out of the principal of my general estate to the same effect as if
said taxes were expenses of administration, and all other property includible
in my taxable estate for federal or state tax purposes, whether or not passing
under this will, shall be free and clear thereof; provided, however, that no
such taxes shall be paid out of assets that are not includible in my federal
gross estate.
- 7 -
6. Fiduciaries. I appoint as executrix hereunder LUELYN M. CARCHIDI,
and if she should be unable or unwilling to serve or to complete the
administration of my estate, then HAMILTON BANK shall serve in her place. My
executor shall serve as guardian of the property of any minor beneficiaries
hereunder, under any instrument of trust executed by me, under any policies of
insurance on my life, and in any other situation in which the power to make
such appointment exists under the laws of Pennsylvania. No individual
fiduciary shall be liable for the acts, omissions or defaults of any agent
appointed and retained with due care or of any co-fiduciary. No fiduciary
shall be required to furnish bond or other security for the proper performance
of his duties hereunder.
7. Gender. Unless the context indicates otherwise, any use of the
masculine gender herein shall also include the feminine gender.
IN WITNESS WHEREOF, I, DANIEL K. BILLS, herewith set my hand to this, my
last Will, typewritten on nine (9) sheets of paper including the self-proving
attestation clause and signatures of witnesses, this 24th day of February,
1992.
L~ /( g-c~j
Daniel K. Bills
( SEAL)
Witnessed:
residing at
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2-~_vJ\ \~\O\
residing at
residing at
- 8 -
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF L~c.ty.jAu~
,
SS:
)G" Dants.'l K. Bilb, (the testatarl.V (ld LiLt (l.A:i}~",A~v., ,
, L)tl I J)jJ rfo-jJC. , and }C.tL-U;...-n I), /~Cy,t/~~the w1.tnesses),
whose names are signed to the foregoing instrument, being irst duly sworn,
each hereby declares to the undersigned authority that the testator signed and
executed the instrument as his last will in the presence of the witnesses and
that he had signed willingly, and that he executed it as his 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 that to the best of his knowledge the testator was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
WITNESS:
~Il~
TESTATOR:
~~ It! &/4J
Daniel K. Bills
WITNESS:
.*lJrr;rw-
WITNESS:
~'Ar~ ~i:~~
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Subscribed, sworn to and acknowledged before me by Daniel K. Bills, the
testator, and subscribed and sworn to before me by (~,uLf) tf. !:~T;Y2Q/'LJittlt.,; 1~j
,~;'!J.._(J m &''''L. and J;11L"]) Iiclltft,-the witne~ses, this
24th day of February, 1992.
(~~-Ltf;l {1.c7J,tut:Itw,,,._
/" Notary Public
- 9 -
( SEAL)
NOTARIAL SEAL
Judith A. Nordstrom, Notary Public
Harrisburg, PA Dauphin County
My Commission Expires Sept. 21, 1993
E-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
DANIEL K BILLS
Date of Death:
04-22-2001
Will No.
21-01-478
Admin. No.
To the Register:
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 5-17-2001
Nam~
Address
LUELYN M CARCHIDT
203 WIDDLERS DR MF.C:HANTC:SRnR~, "PA
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
SEPTEMBER 12, 2001
::~lJl,~'
Address
203 WIDDLERS DR, MECHANICSBURG, PA
Telephone ( )
697-2918
Capacity: --.L Personal Representative
_Counsel for personal representative
REV-1500EX(6-DO)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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REV-1500
OFFICIAL USE ONLY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
12cJt!LY"
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FILE NUMBER
~L-dL
COUNTY CODE YEAR
NUMBER
SOCIAL SECURITY NUMBER
~//c;
DATE OF BIRTH (MM-DD-YEAR)
o - -2:2 - 0/ 05 - 0 -
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (date oldeath between 12-31.91 and 1-1-95)
1. Original Return
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FIRM NAME (If Applicable)
TELEPHiNE NUMBE~ '8 _ I q ;). ~
D 3. Remainder Return (date 01 death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Tolal Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
'-II q ~C( j R U ( e w N () e
E/Volal Po-. 170;1 S-
(1) NoAle,
(2) /l/uAle
(3) NUA/e,
(4) !VOA/e..
(5) NOAle.
OFFICIAL USE ONLY
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(6) Il/o,{/e
(7) IV CJ AN,
~
(9) L\ , COO
(1D) /'10 Ne.
(8) lVotf,'e"
11. Total Deductions (total Lines 9 & 1 0)
12. Net Value of Estate (Line 8 minus Line 11)
(11)
(12) NONE',
(13) /VONe
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
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11.
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
<lfJ!/ fJ,
NON e,
;v'ON.f!./
Iv' 0 JJ e.
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
x.O~ (15) .
x.O~ (16)
x .12 (17)
x .15 (18)
(19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
1Je.--
CITY
55'
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
AJ ollie
~): fc
/ f{}( I
i '
/VOA)'P /
Total Cred.s (A+ B + C)
(2)
/(J ()IJ <2-
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) ;(/0 AI <2-_
(4) )
(5) (
(SA) I
(5B) IJ (J/J 'f ./
4.
TotallnteresUPenalty ( D + E )
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
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; .............. ..................................... ...............................
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? ....................... ....................
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 fo~' or payable upon death bank account or security at his or her death? ...... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . ....................... ..................................... . ....................... ............................ D j8'
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Ves
.....0
.....0
o
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No
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Under penalties of pe~ury, I declare that I have examirled this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declarationofprep er other than the personal representative is based on all information of which preparer has any knowledge.
ADD S .-
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SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
U1A'
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DATE
ADDRESS
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. 99116 (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)].
The statute does not exemot a transfer to a sUl'living spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the sUl'living 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. 9g116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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.
REV-1513 EX+ 19-00)
.' '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
NUMBER
I
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON IS) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 lal (1.2)]
AMOUNT OR SHARE
OF ESTATE
1.
A!c?AJe
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
#t! IV e...--
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
q4U€
hiS
c /o.J-he s -Iv
.
~~
~.
~
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15DD COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
~
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES1DENT DECEDENT
FILE NUMBER
ESTATE OF~ .
, hJ;v/!!",L
*' t/ [65
.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES: .,
1. 4A y) 000 L/;(jij 0
J~~~ ~ ~ -1 s()/ ad
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State __ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $
(11 more space is needed, insert additional sheets of the same size)
REV.1506Q:+(1.97)
'*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Vo, N Ve.,\
~ ,'6.US
FILE NUMBER
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
1.
;'1 '6 S C EO' l Q be .\ l{
C j:\ f;
VALUE AT DATE
OF DEATH
'if 67j(J J!O
DESCRIPTION
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets at the same size)
WILL
OF
DANIEL K. BILLS
I, DANIEL K. BILLS, of Cumberland County, Pennsylvania, declare this to
be my will and hereby revoke all prior wills and codicils made by me.
1. Residue. I bequeath, devise, and appoint all of my property, of
whatever nature and wherever situated, to LUELYN M. CARCHIDI, if she survives
me, and if she does not survive me, in trust to HAMILTON BANK, as Trustee for
the following purpose:
(a) Income. The income shall be distributed at least
quarterly to or for the benefit of MICHAEL CARCHIDI.
(b) Principal. The Trustee shall pay from the principal
such sums to or for MICHAEL CARCHIDI as in the discretion of the
Trustee seems proper for his support. maintenance, health care,
and education, taking into account the other sources of income,
support and estate that are available to him.
(c) Distribution of Trust.
(i) When MICHAEL CARCHIDI shall have attained
the age of twenty-five (25) years, the Trustee shall
distribute to him at his written request the entire
balance held in his separate trust.
(ii) If MICHAEL should die before making proper
request for the entire balance in his trust, then the
entire balance in his trust shall at his death be
distributed, outright or in trust, in such sums or
proportions as he may direct in his last will,
expressly referring to his trust hereunder, and to the
extent that he shall fail to exercise effectively his
limited power of appointment hereunder (or should he
predecease me), the aforementioned balance in his
trust (or amount otherwise passing hereunder if he
does not survive me) shall then be distributed to my
heirs under the intestate succession law then in
effect in Pennsylvania.
2. Survival Clause. If any beneficiary hereunder should die within
sixty (60) days after me or within sixty (60) days after any other person the
survival of whom determines his rights hereunder, then such beneficiary shall
be deemed to have predeceased me or such other person for all purposes
hereunder.
3. Powers. In addition to such other powers and duties as may be
granted elsewhere herein or which may be granted by law, the fiduciaries
hereunder shall have the following powers and duties, without the necessity of
notice to or consent by any Court:
(a) To retain all or any part of my property, real or
personal, in the form in which it may be held at the time of its
receipt, including any closely held business in which I have an
interest and any stock of any corporate fiduciary hereunder, as
long as in the exercise of their discretion it may be advisable so
- 2 -
to do, notwithstanding that said property may not be of a
character authorized by law.
(b) To invest and reinvest any funds held hereunder in any
property, real or personal, including, but not by way of
limitation, bonds, preferred stocks, common stocks, and other
securities of domestic or foreign corporations or investment
trusts, mortgages or mortgage participations, and common trust
funds, even though such property would not be considered
appropriate or legal for a fiduciary apart from this provision.
(c) To sell, convey, exchange, partition, give options to
buy or lease upon, or otherwise dispose of any property, real or
personal, at any time held by them, with or without order of court
at their option, at public or private sale or otherwise, for cash
or other consideration or for such credit terms as they think
proper, and upon such terms and for such prices as they may
determine, and to convey such property free of all trusts.
(d) To borrow money from any person, including any
fiduciary hereunder, for any purpose in connection with the
administration hereof, to execute promissory notes or other
obligations for amounts so borrowed, and to secure the payments of
such amounts by mortgages or pledges of any property, real or
personal, which may be held hereunder.
- 3 -
(e) To make loans, secured or unsecured, in such amounts,
upon such terms, at such rates of interest, and to such persons,
firms or corporations as they may deem advisable.
(f) To renew or extend the time for payment of any
obligation, secured or unsecured, payable to or by them, for as
long a period of time and on such terms, as they may determine,
and to adjust, settle and arbitrate claims or demands in favor of
or against them.
(g) In dividing or distributing any property, real or
personal, included herein, to divide or distribute in cash, in
kind, or partly in cash and partly in kind.
(h) To hold, manage, and develop any real estate which may
be held by them at any time, to mortgage any such property in such
amounts and on such terms as they may deem advisable, to lease any
such property for such term or terms, and upon such conditions and
rentals as they may deem advisable, whether or not the term of any
such lease shall exceed the period permitted by law or the
probable period of retention under this instrument; to make
repairs, replacements and improvements, structural and otherwise,
in connection with any such property, to abandon any such property
which they may deem to be worthless or not of sufficient value to
warrant keeping or protecting, and to permit any such property to
be lost by tax sale or any other proceedings.
- 4 -
(i) To employ such brokers, banks, custodians, investment
counsel, attorneys, and other agents, and to delegate to them such
duties, rights and powers as they may determine, and for such
periods as they think fit.
(j) To register any securities at any time in their names
as fiduciary, or in the names of nominees, with or without
indicating the trust character of the securities so registered.
(k) With respect to any securities held hereunder, to vote
upon any proposition or election at any meeting of the person or
entity issuing such securities, and to grant proxies,
discretionary or otherwise, to vote at any such meeting; to join
or become a party to any reorganization, readjustment, merger,
voting trust, consolidation or exchange, and to deposit any such
securities with any committee, depository, trustee or otherwise,
and to payout of the trust created herein, any fees, expenses,
and assessments incurred in connection therewith; to exercise
conversion, subscription or other rights, and to receive or hold
any new securities issued as a result of any such reorganization,
readjustment, merger, voting trust, consolidation, exchange or
exercise of conversion, subscription or other rights and generally
to take all action with respect to any such securities as could be
taken by the absolute owner thereof.
(1) To make all necessary proofs of death under the
insurance policies of which they are the beneficiary, to execute
- 5 -
any receipts for the proceeds and to institute any action to
collect said proceeds and to make adjustments of any claim
thereunder, provided, however, that they need not institute any
action unless they shall have been indemnified against all
expenses and liabilities to which they may become subject as a
result thereof. If, however, they desire to institute such action
without indemnification, they are hereby authorized to be
reimbursed for all expenses and liabilities incurred as a result
thereof from any amounts which may be held in trust hereunder then
or thereafter.
(m) To exercise all elections which they may have with
respect to income, gift, estate, inheritance or other taxes,
including without limitation execution of joint income tax
returns, election to deduct expenses in computing one tax or
another, election to split gifts, and election to payor to defer
payment of any tax, in all events without their being bound to
require contribution from any other person.
(n) To operate, own, or develop any business or property
held hereunder in any form, including without limitation sole
proprietorship, limited or general partnership, corporation,
association, tenancy in common, condominium, or any other, whether
or not they have restricted or no management rights, as they in
their discretion think best.
- 6 -
3. Soendthrift Clause. No interest (whether in income or principal,
whether or not a remainder interest, and whether vested or contingent) of any
beneficiary hereunder shall be subject to anticipation, pledge, assignment,
sale or transfer in any manner, nor shall any beneficiary have power in any
manner to charge or encumber his said interest, nor shall the said interest of
any beneficiary be liable or subject in any manner while in the possession of
the fiduciaries for any liability of such beneficiary, whether such liability
arises from his debts, contracts, torts, or other engagements of any type.
4. Facilitv of PaYments for Minors or Incomoetents. Any amounts or
property which are payable or distributable hereunder to a minor or
incompetent may, at the discretion of the fiduciaries, be paid to the parent
or guardian of such minor or incompetent, to the person with whom such minor
or incompetent resides, or directly to such minor or incompetent, or may be
applied for the use or benefit of such minor or incompetent.
5. Taxes. I direct that all estate, inheritance, and succession
taxes that may be assessed in consequence of my death, of whatever nature and
by whatever jurisdiction imposed, other than generation-skipping taxes, shall
be paid out of the principal of my general estate to the same effect as if
said taxes were expenses of administration, and all other property includible
in my taxable estate for federal or state tax purposes, whether or not passing
under this will, shall be free and clear thereof; provided, however, that no
such taxes shall be paid out of assets that are not includible in my federal
gross estate.
- 7 -
6. Fiduciaries. I appoint as executrix hereunder LUELYN M. CARCHIDI,
and if she should be unable or unwilling to serve or to complete the
administration of my estate, then HAMILTON BANK shall serve in her place. My
executor shall serve as guardian of the property of any minor beneficiaries
hereunder, under any instrument of trust executed by me, under any policies of
insurance on my life, and in any other situation in which the power to make
such appointment exists under the laws of Pennsylvania. No individual
fiduciary shall be liable for the acts, omissions or defaults of any agent
appointed and retained with due care or of any co-fiduciary. No fiduciary
shall be required to furnish bond or other security for the proper performance
of his duties hereunder.
7. Gender. Unless the context indicates otherwise, any use of the
masculine gender herein shall also include the feminine gender.
IN WITNESS WHEREOF, I, DANIEL K. BILLS, herewith set my hand to this, my
last Will, typewritten on nine (9) sheets of paper including the self-proving
attestation clause and signatures of witnesses, this 24th day of February,
1992.
~~ /( tf~
Daniel K. Bills
(SEAL)
Witnessed:
(JAJ-f // 4J74< ltl/~,-
r~tg~,
Jllc~, l; "r,~ ~
'" \ \
" ,
'~
residing at
~ /~ j//l
0flyJ rjj 10 HL
residing at
residing at
(,
C U:..t\/j,
'/.'
\',I(
- 8 -
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Lette! X) let "
,
SS:
L/ Dani7+ K. Bills (tl;te testator) (it! , (I ( (I A-0-J.</( JLhdl' ,
21.v;cZ Lt. ) }l'(ftt,t,- , and X::ia rl D /,-Jt'r<'/">!~rr~the witnesses),
whose names are signed to the foregoing instrument, 'being irst duly sworn,
each hereby declares to the undersigned authority that the testator signed and
executed the instrument as his last will in the presence of the witnesses and
that he had signed willingly, and that he executed it as his 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 that to the best of his knowledge the testator was at that time
eighteen years of age or older. of sound mind and under no constraint or undue
influence.
WITNESS:
(iu/!l ~~
TESTATOR:
,/lb-n<<-I)! g~
Daniel K. Bills
WITNESS:
WITNESS:
i!rl1 ff/1M
\ )((J~j
-t< ('-f "(- Q-- ''\
V l \,
'---J
Subscribed, sworn to and acknowledged before me by Daniel K. Bills, the
// / /J{'~' I
and sworn to before me by ( I tlut/) tJ . AtJr-1t221l/Ldj'-< '-/
---.... - ,
Kd-t.t,ytJ) /t;/-/ydf,the witnesses, this
----Mu j ,~
l
testator, and subscribed
~^ :;
. /~ 1
~,o {L ( . , 1JJ, CJ-d. Land
24th day of February, 1992.
. /
'- ..k,d~tl L~/'7Ju.(J7z?:)~,--
/ Notary Public
- 9 -
(SEAL)
NOTARIAL SEAL
Judith A. r:ordslrom, Notary Public
Harrisburg, PA Daupllin COU;1ty
My Commission Expires Sept. 21, 1993
/ 6-rJ. 30 /11
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. lll060l.
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RecoroedOfiice of
Register Of Wills
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
LUELYN M CARCHIDI
419 FAIRVIEW AVE
ENOLA
.01 NOV 30 P 3 :19
P~i5;
Cumberlano
,,~X)urt
PA
11-26-2001
BILLS
04-22-2001
21 01-0478
CUMBERLAND
101
/''j!.
IV
'*'
REY-1547 EX AFP 112-001
DANIEL
K
Allount Rellitted
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
500.00
.00
.00
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 ~
REY=is'4-j-EX-AFP-ci'2-:o0Y-NO'ficE--OF-YNHEifiTANCi-TAX-A-PPRA-isEMiNT~--ALLOWAiici-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BILLS DANIEL K FILE NO. 21 01-0478 ACN 101 DATE 11-26-2001
TAX RETURN WAS: ) ACCEPTED AS FILED ( x) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,000.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax payllent.
(8)
500.00
.00
(11)
(12)
(13)
(14)
(15) .00 X 00 =
(16) .00 X 045 =
(17) .00 X 12 =
(18) .00 X 15 =
(19)=
4.000 00
3,500.00-
.00
3,500.00-
rAX CREDITS:
PAYMENT RECt:IPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A RFFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Danile K Bills
REVIEWED BY
ACN
Sandra J Eslinger
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E 1 Total on Schedule E was not correctly carried forward to recapitulation page.
ROW
2101-0478
101
Page 1
CLAIM AGAINST DECEDENT'S ESTATE
CUMBERLAND COUNTY, PENNSYL VANIA
FILE #2101t1S
ESTATE OF DANIEL R. BILLS
The undersigned hereby presents for filing against the above estate this statement of claim and
alleges:
BEVERLY ENTERPRISES/dba WEST SHORE HEALTH AND REHAB
CENTER
Box 180970 Fort Smith, AR. 72918-0970
The basis of claim is: SEE A TT ACHED
The amount of the claim is $1,347.50 that is now due and owing.
Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true
to the best of my knowledge and belief.
Signed on MAY 21, 2002
Cl~~
SANDRA BURNETT
I SWEAR THIS STATEMENT IS CORRECT
Subscribed and sworn to before me
~YJlrJ/J ",?/)C'cL
" y~ { ~-
Notary Public (
sId 3- /01
( ,
My commission expires
\ \~)
",
S;,'~.: 1
U7
OL.
1"0
'., .
BEVERLY ENTERPRISES/dba WEST SHORE HEALTH & REHAB CENTER
P. O. BOX 180970
FORT SMITH, AR. 72918-0970
ITEMIZED RESIDENT STATEMENT
RESIDENT NAME RESIDENT NUMBER
DANIEL BILLS 37674-00285-99375
DATE PREPARED
STATEMENT TYPE: D INTERIM DISCHARGE [i] ITEMIZED 5/21/02
DATE/PERIOD COVERED DESCRIPTION UNITS CHARGES PAYMENTS
4/13-4116/01 PRIVATE PORTION RM CHARGE 4 $1,014.28
4/16/01 PT EVALUATION 1 $66.60
4/16/01 PT THERAPY CPT 97 4 $96.35
4/16/01 OT EVALUATION 1 $68.10
4/16/01 OT THERAPY CPT 97 4 $102.17
.;, I ~)
~(~" !. u F:7 ikll /'n
,'""
$0.00 $1,347.50 $0.00 $1,347.50
1
It ~~~~~y
May 22, 2002
Cumberland County
Register of Wills
1 Courthouse Square
Carslile, P A. 17013
Dear Mr. or Madam:
Enclosed please find itemized statement, a claim form and a check in the amount of
$5.00 to be used in filing a claim against the Estate of Daniel R. Bills, case #2101-78.
Mr. Bills incurred this debt while a resident in our facility, West Shore Health & Rehab
Center.
If you should need additional information or have questions regarding this please feel
free to contact me at 501-201-2322 Monday thru Friday from 7:30 to 4:30 CT.
Sincerely,
, ~
<~/~/./I~~
~~y -cr#wr;:~()V
Corporat~ollections
encl:
N
~:-
cc: LueliP M. Carchidi
Client's File
("'-...!
p
t ," ~
.~'-.....
P.O. Box 180970
Fort Smith, AR 72918-0970
(479) 201-2000. 1-877-8BEVERLY
Cumberland County - Register Of
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Wills
'/
Dear Sir/Madam:
t)
Ill- c,;, (j, I'" )
1j,y . ,j))
(\ IvC \ ~ ~ !~
; I \I.vtv' /~ '/
J .' ~
L ,~Q.l,~
\. t '., )
\.. )1/
'. (l)Y~/ I
J) J'
I^ l,..y /y"~
O~/t 11 .
J X~U-
.:1 ~;y :\ ,lJ,. '.J^~ .? ..;vV:, /i.l>- "
(;V,-f/;l~JV'~ jW- C1 1(LV?/~
~ q-t Cv-JL-;
1
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
! r:,(jCJC1j
ffi.. I {t; Ll' ,
(;Ie llifVl
II \
Date:
3/10/2003
LUELYN M CARCHIDI
203 WIDDLERS DRIVE
MECHANICSBURG, PA
17055
RE: Estate of BILLS DANIEL K
File Number: 2001-00478
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 will become delinquent on: 4/22/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~/11J:t&~
DONNA M. OTTO . . ~
DEPUTY REGISTER OF WILLS
,I
cc: JFile
Counsel
Judge
JRD/June 30, 1992/17858
MAY 06 2003 r
In Re: Estate of Daniel K. Bills
Late of Monroe Township
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0478
NO. 21-2001-0478
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Luelyn M. Carchidi
Counsel for Personal Representative:
Date of Decedent's Death: 04-22-2001
Date of Delinquency Notice: 3-10-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk ofthe Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 03-10, 2003 and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 05-05-2003
lJ1&
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
~ ~/ 3 -tJ3 ?r'37)4../I1,.
A hearing is scheduled for at in Courtroom No.3.
prior to the hearing date, the hearing will automatically be cane
~~\OJ
6~
;',
X
a::
~~(j?
o'?-
GV
oK
Name of Decedent:
Date of Death:
Will No.:
;2/- () / - #'7 j7
Admin. No.:
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 gj No 0
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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
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JRD/June 30, 1992/17858
MA Y 0 6 2003 r
Estate No.: 21-2001-0478
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Daniel K. Bills
Late of Monroe Township
NO. 21-2001-0478
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Luelyn M. Carchidi
Counsel for Personal Representative:
Date of Decedent's Death: 04-22-2001
Date of Delinquency Notice: 3-10-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk ofthe Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 03-10, 2003 and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
Date: 05-05-2003
&-/3 -tJ3 9/31J~l11r
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed
prior to the hearing date, the hearing will automatically be canc ed
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JRD/June 30, 1992/17858
AUG 3 1 2001tfJ
Estate No.: 21-01-478
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Daniel K. Bills
Late of Monroe Township
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Luelyn M Carchidi
Counsel for Personal Representative:
Date of Grant of Original Letters: May 16,2001
Date of Delinquency Notice: August 26, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk ofthe Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on August 13, 2001, and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6( e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: September 4, 2001
Q.~
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for Clt!JdJAJ / ~ kat 9 "...i..f In Courtroom No.3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled.
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Postage $
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Postmark
Return Receipt Fee Here
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Restricted Delivery Fee
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Total Postage & Fees $
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PS Frvln :1800 FebrualY 2000 See Reverse for InstructIons