HomeMy WebLinkAbout01-0893
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Eleanor Jean Williams
a/so known as
Deceased.
Social Security No. 386-14-1613
No. ~-oI.Y9.3
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executrix named in the last will of the above
decedent, dated February 26, 1999 and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 590 Summit Drive, Borough of Carlisle.
Decedent, then 77 years of age, died September 24, 2001, at 590 Summit Drive, Carlisle't--L. .--J
Pennsylvania. e.. ~~:..~ ~ '(J""'
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent: [none]
Decedent 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: [none]
$ unestimated
$
$
$
WHEREFORE, petitioner respectfully requests the probate of the last will andcodicil(s) presented
herewith and the grant of letters testamentary thereon.
/Yl A ~..,(.A'/r1 b -,1-/ A'~. XuJ7~
Martha Marian Lutz
1223 Dickinson Drive
Carlisle, PAl 70 13
(717) 243-8629
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA )
: SSe
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer the estate according to law.
'/7] ~-:;t- b ~/A '" j u-y47
Martha Marian Lutz l/
/7.- /{J'-7
No. 21-2001-893
Estate of Eleanor Jean Williams, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, September 27 tl;1200 1 , in consideration of the petition on the reverse side
hereof, satisfactory proof having been presented before me,
IT IS DECREED thatthe instrument(s) dated February 26, 1999 described therein be admitted to probate
and filed of record as the last will of Eleanor Jean Williams and Letters Testamentary are hereby granted
to Martha Marian Lutz.
Will Book #
Page
FEES
Probate, Letters, Etc.
Short Certificates( 6 )
Renunciation
x-Pages (6)
JCP TOTAL
$ 70.00
$ 18.00
$
$
$
l~.UU
5.00
Ivo V. Otto III (27763)
ATTORNEY (Sup. Ct. I.D. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
111.00
Filed September 27th, 2001
CALLED ATTORNEY
F\FILES\DA T AFILE\EST A TES\I 0463-petition.ltr
U).ISU) K.t. V ')1150
T;lis is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7742462
No.
ITEM # I f'
SHOULD READ AS FO~LO\j'S:
7~n.~
~frZ~
21-2001-893
a.~L .7't ~~~r
Local egistrar
SFP 2 5 2001
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
43 R.... 2187
NAME OF DECEDENT (F.-Sl. MtcIdIe. LMI'
1. E1.eano~
AGE ll_ 8w1hoIYI UNDER , YEAR
MonlIle o.y.
PA
CwnbVtta.nd
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SWE FilE NUMlIEIl
SOCIAL SECURlT'r' NUMBER
3.386 14 - 1613
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21-2001-893
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
I, ELEANOR JEAN WILLIAMS, a resident of Boiling springs,
Cumberland County, Pennsylvania being of sound mind, memory and
understanding, do hereby make, publish and declare this to be my
Last will and Testament, hereby revoking all wills and Codicils
heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2:
I direct that upon my death my Executrix, or any
substitute, shall expeditiously donate any parts of my body which
could sustain life in another human being. I do not want my body
put on public display because I consider this to be a violation of
my privacy. I direct that I be cremated with the least possible
expense and that my ashes be scattered in the Pacific Ocean or in
the Caribbean Sea.
ITEM 3:
I direct that there shall be paid out of my
residuary estate all estate, inheritance and like taxes together
with any interest or penalty thereon imposed by the government of
the united States, or any state or territory thereof, or by any
foreign government or political subdivision thereof, in respect to
t=tc>-rt--~ ~~ tJ tL4 ~
ELEANOR JEAN LLIAMS
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
all property required to be included in my gross estate for
estate, inheritance or like tax purposes by any of such governments,
whether the property passes under this will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
ITEM 4:
To the individuals listed below, I bequeath the
following:
A. To my son, JEFFREY ALLEN STEELE, if he shall survive me,
my "La Marchonte D' oil: French etching, Royal Worecester bone china
service for eight, all of my crystal glassware, the "La Barba" and
"El Bufon" spanish leather masks, two large sized Holbeins, two
large Toby jugs and all the small Toby jugs, all loose foreign
coins and stamps, four Sarria paintings and fruit wood cabinet, if
owned by me at the time of my death.
B. To my daughter, LAURA LOUISE EVANS, if she shall survive
me, the Chinese philosopher three (3) figure lamps, two . (2)
amethyst cornucopias and bowls, girl rock sculpture, emerald harem
ring, cameo, my gold bracelet and charms, diamond watch, marquisite
~h~~~ aJ~~
ELEANOR J WILLIAMS
2
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
pin, lladro Indian girl sculpture, my mink coat, Townsend
monogrammed silver flatware and chest, gold sun and chain from
Ketchem, Idaho, one half of the Mosely tablecloths and one half of
my grandmothers' hand painted china, if owned by me at the time of
my death.
c. To my daughter, MARTHA MARIAN LUTZ, if she shall survive
me, my Townsend "Grape" Pitcher, two (2) small HOlbeins, Holbein's
woman with pink sleeves,
Townsend family tree framed, Darling
genealogical family tree done in York, England, all my father's
medals and pictures of him, Baby Stuart painting, two large Toby
jugs, silver tray, tea service and candelabra, bedroom furniture
consisting of bed, chest of drawers, dressing table and mirror,
step table, Aurora borealis crystal necklace and earrings, pearl
and crystal drop earrings, seal coat, gold coin and chain given to
me by my father, fruit plates, half of Mosely linens and half of
Townsend hand painted china, and Abby's art work, if owned by me at
the time of my death.
D. To my daughter ELIZABETH ANNE NORBY, if she shall survive
me, my Townsend carved chest, carved table, marble-top table, all
wood carved heads and statues and all masks,
Don Quixote and
Sancho Panza statues, silver serving dishes, Mother's diamond and
t;L~~ ~~ 4.J~
ELEANOR JE WILLIAMS
3
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
sapphire ring, my Mother's gold bracelet, one aquamarine ring from
Cali, colombia, my mother's ring, Indian gold earrings bought in
Tucson, Gold chain and amethyst charm, Colombian gold earrings, two
(2) medium size Holbeins, two (2) large Toby jugs, my mother's gold
bracelet watch, venetian beads, grandmothers hand-painted cocoa set
including pitcher, cups and saucers, small fruit wood sideboard,
Mike's carved chest and mirror, and Chinese tea canister lamp, if
owned by me at the time of my death.
E. To my granddaughter, JESSICA LUTZ, if she shall survive
me, my twelve volume "Woman's Day Encyclopedia of cookery" and one
Lisa necklace, if owned by me at the time of my death.
F. To my granddaughter, ABBY LUTZ, if she shall survive me,
my Hong-Kong pearls and earrings, and one Lisa necklace, if owned
by me at the time of my death.
G. To my granddaughter, AMANDA NORBY, if she shall survive
me, my diamond and emerald ring and earrings, and one Lisa
necklace, if owned by me at the time of my death.
H. To my granddaughter, EMILY LUTZ, if she shall survive me,
my snowflake pendant from the Franklin Mint, one Lisa necklace, and
my sapphire and ruby harem ring, if owned by me at the time of my
death.
C~ 9-~ LtJ1LU,~
ELEANOR J~ WILLIAMS
4
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
I. To my granddaughter, MARIAH NORBY, if she shall survive
me, my maltose cross with emeralds, one Lisa necklace, and Topaz
ring from cali, Columbia, if owned by me at the time of my death.
J. To my grandson, DORAN STEELE, if he shall survive me, my
Greek chess set, including board and figures, if owned by me at the
time of my death.
K. To my remaining grandchildren, if they shall survive me,
I direct that each of their respective parents select a momento for
them from items left in my estate.
ITEM 5:
I direct that all shipping costs for goods received
by my heirs be paid before any money is disbursed and further
stipulate that any goods received by my heirs cannot be sold
without giving family members the right of first refusal to
purchase said item.
ITE~f 6:
I give, devise and bequeath all of the rest, residue
and remainder of my estate, real, personal and mixed, of whatsoever
kind and nature, and wheresoever situate at the time of my death,
in equal shares,
unto my children, JEFFREY ALLEN STEELE, LAURA
LOUISE EVANS, MARTHA MARIAN LUTZ and ELIZABETH ANNE NORBY,
provided, however, that they survive me and are living sixty (60)
days after the date of my death.
~~~~ LvLLLu.~
ELEANOR J WILLIAMS
5
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
ITEM 7:
If and in the event that a child of mine does "not
survive me and is not living sixty (60) days after the date of my
death, then and in such event, I give, devise and bequeath the
interest in my estate, which such deceased child would have
received, if living, to the issue of said deceased child, per
stirpes.
ITEM 8:
I hereby nominate, constitute and appoint my
daughter, MARTHA MARIAN LUTZ, Executrix, of this my Last Will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other
jurisdiction for her performance of this office.
If and in the event that my daughter, MARTHA MARIAN LUTZ, does
not survive me and is not living sixty (60) days after the date of
my death, or does not complete her duties as Executrix, then and in
such event, I hereby nominate, constitute and appoint DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, Executor of this my Last Will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety is required of it in this or any other jurisdiction
for its performance of this office.
~~~~/LL4~
6
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
ITEM 9:
If any provision of this will or of any Codicil
hereto is held to be inoperative, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, ELEANOR JEAN WILLIAMS, the Testatrix,
have to this my Last Will and Testament, typewritten on seven (7)
consecutively numbered pages, subscribed my name and affixed my
seal this ;;t ~ day of February, 1999.
C"'~~~ 1J~(SEAL)
Signed, sealed, published and declared by the above named ELEANOR
JEAN WILLIAMS, as and for her Last Will and Testament, in the
presence of us, who have hereunto subscribed our names at her
request, as witnesses hereto, in the presence of the said
Testatrix, and of each other.
~~"/'YeSidingat .tfMpji ~A ,/7(', a ~
111("p'h fl. A!..<-Y",<q.residingat ('~jJ J.f4d'~!,1 I~
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7
E
F: \FILES\DA T AFILE\EST A TES\ 1 0463-notice. cer
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ELEANOR JEAN WILLIAMS
Date of Death: September 24, 2001
File No. 21-01-0893
To the Register:
I certify that notice of 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 or
about October 10, 2001.
Jeffrey Allen Steele, 4505 Windigo Trail, Madison, WI 53711
Martha Marian Lutz, 1223 Dickinson Drive, Carlisle, P A 17013
Elizabeth Anne Norby, P.O. Box 411, Morrison, CO 80465
Jessica Lutz-Frost, 555 Willowbrook, Havertown, P A 19083
Abby Lutz, 1223 Dickinson Drive, Carlisle, PA 17013
Amanda Norby, P.O. Box 411, Morrison, CO 80465
Emily Lutz, 1223 Dickinson Drive, Carlisle, P A 17013
Mariah Norby, P.O. Box 411, Morrison, CO 80465
Doran Steele, 4505 Windigo Trail, Madison, WI 53711
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: October 10,2001
Signature
Name
~.~ ..0-
Ivo V. Otto III, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Attorneys for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
OTTO IVO VICTOR III
10 E HIGH STREET
CARLISLE, PA 17013
_____n_ fold
ESTATE INFORMATION: SSN: 386-14-1613
FILE NUMBER: 21-2001- 0893
DECEDENT NAME: WILLIAMS ELEANOR JEAN
DA TE OF PAYMENT: 12/20/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/24/2001
NO. CD 000664
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,319.35
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,319.35
REMARKS: MARTHA LUTZ
C/O IVO V OTTO III ESQUIRE
CHECK#1014
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/ 7.,,/tJ - '1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
Rec(Y
FteL'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-04-2002
WILLIAMS
09-24-2001
21 01-0893
CUMBERLAND
101
'02
FEB 13 1\10 :48
IVO V OTTO 111 ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE
Clert;,
P ACUllOtJa i
v'*'
REY-1547 EX AFP (12-00)
ELEANOR
J
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
32.416.31
.00
.00
31,802.29
.00
.00
(8)
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=is4j-ix-AFP--C12-:oo1--NoYici--ciF--ftiliiifiTANci-YAirAppRA-iSEMENY-,--AL1-ciwANCi-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIAMS ELEANOR J FILE NO. 21 01-0893 ACN 101 DATE 02-04-2002
TAX RETURN WAS: (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 (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. 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/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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)
9,116.41
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
64,218.60
9.964 79
54,253.81
.00
54,253.81
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at CollaterallClass B rate
19. Principal Tax Due
848.38
(11)
(12)
(13)
(14)
(1S) .00 X 00 = .00
(16) 54,253.81 X 045 = 2,441.42
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 2,441.42
TAX CREDITS:
PAYMENT RECEIPT D-xSCOUlfi (+ ) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-20-2001 CDOO0664 122.07 2,319.35
TOTAL TAX CREDIT 2,441.42
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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992) ?~.
~
Name of Decedent:
ELEANOR J. WILLIAMS
Date of Death:
September 24, 2001
File No. :
21-01-00893
Social Security No. :
386-14-1613
Pursuant to Rule 6.12 ofthe 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 answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the parties in
interest?
Yes x No
d. Copies of receipts, releases, joinders and approvals offormal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: July 11, 2002
Signature:
Name:
Address:
~.~~
Ivo V. Otto III, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
F: \FILES\DA T AFILE\EST A TES\ 1 04631.srep
REV. 1500 EX + (6-0111
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
~
--- --j DECE[i'ENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
· WILLIAMS, ELEANOR JEAN
....
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OFFICIAL USE GNL Y
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FILE NUMBER
__ J~~UN;! C()':>~ Y~}R
- I SOCIAL SECURITY NUMBER
!
00893
NUMBER
386-14-1613
---------- -----I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE-
I wc"' ""~~~~;';,~:. O-"-W~llS_u
o 3. Remainder Return (date of death pnort0T2:j3~ff2r-- ---
I~~;~~;~~~M-D:-YEAR) . I ~A;~~;;I~;H2(~~Rr----~---
! (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
r~
!181
10
1. Original Return
o 2. Supplemental Return
o
o
o
4a. Fulure Interest Compromise (date of death
aller 12-12-62)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
4. Limited Estate
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
'....
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Ivo V. Otto, III, Esquire
IRM NAME (If applicable)
Martson Deardorff Williams & Otto
TELEPHONE NUMBER
i 717/243-3341
==---'-"~Real E~tate (Sched~leA)
! 2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o 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)
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
10 East High Street
Carlisle, PA 17013
ar; ::Il
".-. ..."-'
(1 ) OFFiCIAL :~~E LV
(1 CJ
(2) 32,416.31 - -
CJ
(3) None N
0
(4) None -u
(5) 31,802.29 -, " ~".,)..J
'J1
(6) None N
(7) None
(8) 64,218.60
(9)
(10)
9,116.41
--_.,~
848.38
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(11 )
9,964.79
(12)
54,253.81
13. Charitable and Governmental Bequests/See 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)
(13)
(14)
54,253.81
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1 ,2)
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11.
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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
x .00
(15)
54,253.81
x .045
(16)
2,441.42
19. Tax Due
x .12
(17)
x .15
(18)
(19)
2,441142
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT,
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
590 Summit Drive
I STATE PA
-~TZIP:----- ---~
IZIP 17013
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
122.07
Toted Credits (A + B + C)
(2)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (0 + E)
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
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.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
--
2,441.42
122.07
0.00
2,319.35
2,319.35
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
II
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;............................................................................. 0
b. retain the right to designate who shall use the property transferred or its income;................................ 0
c. retain a reversionary interest; or..............................................................,............................................. 0
d. receive the promise for life of either payments, benefits or care?.......................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................................................................................................... 0
o
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............ .............................. .................. ............. ............. ....... ................. 0
~
~
~
~
181
181
181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare that I have examined this return, induding accompanying schedules and statements. and to the best of my knowledge and belief. it is true. correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
~~~
1223 Dickinson Drive
Carlisle,PA 17013
ADDRESS
ST
10 East High Street
Carlisle,PA 17013
PRESENTATNE
ADDRESS
DATE
I:;>' J /1 J ~
DATE
~-~~_!?j'oA1/0L.. --
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 exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P .S. 99116 (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. 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.
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAMS, ELEANOR JEAN
I FILE NUMBER
__~1 - 01 - 00893
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
--
ITE~&4'h"
NUMBER DESCRIPTION
_m__-1 , 1984 shares, Putnam Balanced Retirement Class A, Account No.
i AI4-1-386-14-1613-BBB-5, CUSIP 746851104
I
.. --f
UNIT VALUE I
I
996]
I
45.131
!
2 280.427 shares, Legg Mason Value Trust, Account No. 360-02252
In
I
I
I
I
I
I
TOTAL (Also enter on line 2, Recapitulation)
VALUE AT DATE
OF DEATH
19,760.64
12,655.67
_______L___~_._~_~_
32,416.31
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-
~ FILE NUMBER~-- ---- ----
I 21 - 01 - 00893
ESTATE OF
WILLIAMS, ELEANOR JEAN
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
---~
DESCRIPTION
AllfusiChecking Account No. 00234-9937-0
VALUE AT DATE
OF DEATH
- -~1:64T.7T
"
L.
Allfust Money Fund Alternative, Account No. 09502-2321-6
18,852.91
3
State of Michigan, September pension
484.40
4
Personalty, appraised value
10,797.00
5
Sprint, refund
26.26
TOTAL (Also enter on Line 5, Recapitulation)
31,802.29
.
SCHEDULEH
FUNERAL EXPENSES &
ADIVINSTRATlVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF WILLIAMS ELEANOR JEAN
,
Debts of decedent must be reported on Schedule I.
--r-TEM
NUMBE~
~mn__ I ~UNE~L EXPENSES:--
1 I Cremation Society, funeral expense
2 I The Grand Rapids Press, newspaper obituary
I
I
3 ~ Funeral reception
I
I
I
DESCRIPTION
B. ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
2.
City
Year(s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
State
Zip
I
____1_
I FILE NUMBER - - -
I 21 - 01 - 00893
AMOUNT
-1--
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
4.
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills of Cumberland County, PA
State
5. I Accountant's Fees
6. Tax Retum Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal, advertise Letters Testamentary
2
The Sentinel, advertise Letters Testamentary
Clarke American, estate checkbook
3
Zip
1,015.00
254.40
412.66
3,000.00
111.00
75.00
93.83
8.50
I
I
I
Total of Continuation Schedule(s) I 4,146.02
TOTAL (Also ;'t~;~n line 9, RecaPitul~ti~~)-I---~9:116.41--
.
Sched.EH
FLI1eIaI ExpeIISeS &
Adninistrative Costs conIi1ued
I
--..---..----..---..- ---.._---
! FILE NUMBERu- ~-~---~- n______
21 - 01 - 00893
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF WILLIAMS ELEANOR JEAN
,
------~. -- r-----
4 i Roy Gottshall, appraisal fee
I
n~ --- - -- --fn
40.00
5
6
John DePauw, October rent
855.00
459.61
Lisa Norby, reimbursement for shipping expense
Jeffrey Steele, reimbursement for shipping expense
7
378.04
8
9
10
Park Moving & Storage, shipping expense
1,895.00
61.50
Sprint, final bill
PPL, fmal bill
38.17
153.70
11
12
13
Dye Clean, cleaning expense
Register of Wills, filing fee, inheritance tax return
15.00
250.00
Reserved for additional probate, filing fees and miscellaneous expenses
I
L_
Page 2 of Schedule H
.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAMS, ELEANOR JEAN
I FILE NUMBER
I 21-01-00893
~__L__ ______ _ _______
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
AAA Fmanclaf Services, Account #4264296024105790
186.82
2
Sprint, account payable
50.89
3
PPL, account payable
291.42
4
The Animal Inn, account payable
121.68
5
Carlisle Cardiology, account payable
83.43
6
Comcast, account payable
23.58
7
Borough of Carlisle, account payable
90.56
TOTAL (Also enter on Line 10, Recapitulation)
848.38
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAMS, ELEANOR JEAN
- -I FILE NUMBER -
I 21 - 01 - 00893
I - RE~6~~~~~ TOu-T -- ~~OUN~ ~~ S~ARE
I OF ESTATE
- ----1. son~-'""~"I" Is:.:, b~q~~" of
~ersonalty and 1/3
estate residue
I.
I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
1- -rAX..\SLE DISTRIBUTIONS (include outright spousal distributions)
I Jeffrey Allen Steele
4505 Windigo Trail
Madison, WI 53711
NUMBER
2 Martha Marian Lutz
1223 Dickinson Drive
Carlisle, P A 17013
Daughter
Specific bequests of
personalty and 1/3
estate residue
3 Elizabeth Anne Norby
P.O. Box 411
! Morrison, CO 80465
Daughter
Specific bequests of
personalty and 1/3
estate residue
[speCific bequests of
Ipersonalty
4 Jessica Lutz Frost
555 Willowbrook
Havertown, PA 19083
Granddaughter
See Continuation Schedule(s) attached
Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate. on Rev 1500 cover she t
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
I
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
*'
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
"
WILLIAMS, ELEANOR JEAN
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
5 Abby Lutz
1223 Dickinson Drive
Carlisle, P A 17013
6 Amanda Norby
P.O. Box 411
Morrison, CO 80465
7 Emily Lutz
1223 Dickinson Drive
Carlisle, PAl 7013
8 Mariah Norby
P.O. Box: 411
Morrison, CO 80465
9 Doran Steele
4505 Windigo Trail
Madison, WI 53711
I
_ -----L
I FILE NUMBER
! 21 - 01 - 00893
i
_m'___..~_._~
RELATIONSHIP TO ,- --- ---~--._- -
DECEDENT AMOUNT OR SHARE
Do Not List Trustee/s) OF ESTATE
-------- ------._-----
-~---+ -
Granddaughter
Granddaughter
Granddaughter
Granddaughter
Grandson
____._L~__.___
Specific bequests of
personalty
Specific bequests of
ipersonalty
Specific bequests of
personalty
Specific bequests of
personalty
Specific bequests of
ipersonalty
I
I
I
I
I
..L.__ . _____
Page 2 of Schedule J
~-
~.
Il allfirst
Allfirst Financial Center N.A.
PO. Box 900
lvIiIlsboro, 0 E 19966
October 25, 2001
Mar.:son, Deardorff, Williams & Otto
Ten East High Street
Carlisle, PA 17013
RE: Estate of Eleanor Jean Williams
Date of Death: September 24, 2001
Social Security Number: 386-14-1613
Dear Ms. Morrison:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type. .... ...... ... ....... ...... Checking Account
Account Number. .... .. . .. .... . ..... ... 0023499370
Ownership (Names oj). ... . .. '" .... Eleanor J. Williams
Opening Date.. ..... .......... ...... ... .03/28/86
Balance on Date of Death... ......$1.641.64
Accrued Interest
$
0.08
Total.... ...... ......... ......... ...... ....$1.641.72
2. Account Type. ........ .................. Money Fund Altemative
Account Number...................... 0950223216
Ownership (Names of).............. Eleanor J. Williams
Opening Date. ............. ...... ...... .08/09/00
Balance on Date of Death.... .....$18,837.20
Accrued Interest
$
15.71
Total. . .. ... . .. . . . . . . . . . . .. . ..
. ....$18,852.91
"I.\E II, -L .1- -
SCH. ~
/ q... 2..
The Grand Rapids Press
CLASSIFIED INVOICE
To place another ad call 222-5511 or 1-800-878-1511. Classified Department hours are Monday through Friday 7:30 A.M. - 8:00 P.M.,
Saturday 8:00 A.M. - 5:00 P.M., Sunday and Hotidays 9:00 A.M. - 3:00 P.M.
For Billing Inquiries call 222-5449. Hours are Monday through Friday 8:30 AM. - 5:00 P.M.
MARTHA LUTZ
1223 DICKINSON DR.
CARLISLE PA
NOTICE
We ask that you not use the enclosed
envelope when combining other
payments to The Grand Rapids Press.
Please mail combination payments to:
The Grand Rapids Press
155 Michigan Street,NW.
Grand Rapids, MI49503
17013
RETAIN THIS PORTION FOR YOUR RECORDS
\ /
THE GRAND RAPIDS PRESS Billing Info: (616) 222-5449
*This bill is due within 20
days or th. .xp1rat1on date.
To insure proper credit to your account:
Write your ad number(s) on your check.
DETACH T Return bottom portion with your payment in the enclosed envelope. T DETACH
------------------------------------------------------------
'.
set{. "'H") :c~ A-2--
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t'ri=! T' :::,">:F:=: ETe. #2::::7::::
9~~~W~[NOt BOTTOM RD.
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STAPlES
Unbeatable Every Day
1186 Walnut Bottom Rd.
Carlisle, PA 17013
(717) 243-3100
SALE
199707 5 005 21:
0870 09/30/01 06
QTY SKU
OUR PR:
STANDARD GROUND RE
389789 24.33
Order No. 0000896959
DECLARED VALUE
389793 4.20
Order No. 0000896959
STANDARD GROUND RE
389789 16 . 77
Order No. 0000896959
DECLARED VALUE
389793 2.80
Order No, 0000896959
STANDARD GROUND RE
389789 20.16
Order No. 0000896959
DECLARED VALUE
389793 2.80
Order No. 0000896959
STANDARD GROUND RE
389789 11.64
Order No. 0000896961
DECLARED VALUE
389793 2.10
Order No. 0000896961
STANDARD GROUND RE
389789 15.30
Order No. 0000896961
DECLARED VALUE
389793 6.30
Order No. 0000896961
STANDARD GROUND RE
389789 25.18
Order No. 0000896958
STANDARD GROUND RE
389789 16.67
Order No, 0000896958
SUBTOTAL
,; Non Tax
TOTAL
24. :
4.l
16.7
2.8
20.1
2.81
11. 6,
2.1(
15.3C
6.3C
25,18
16.67
148.25
0.00
$148.25
MasterCard
SCH. "'\H'I)~ 6-7- to
Card No.: XXXXXXXXXXXX4910 <S>
148.25
STAPlES
Unbeatable Every Day
1186 Walnut Bottom Rd.
Carlisle, PA 17013
(717) 243-3100
SALE
199707 5 005 21234
0870 09/30/01 06:25
QW SKU
OUR PRICE
STANDARD GROUND RE
389789 25.64
Order No. 0000896960
DECLARED VALUE
389793 0.70
Order No. 0000896960
STANDARD GROUND RE
389789 17 .33
Order No. 0000896960
DECLARED VALUE
389793 0.70
Order No. 0000896960
STANDARD GROUND RE
389789 B.60
Order No. 0000896960
DECLARED VALUE
389793 0.70
Order No. 0000896960
SUBTOTAL
% Non Tax
TOTAL
25.64N
0.70N
17 .33N
a.70N
B.BON
a.70N
53.67
0.00
$53.67
~
MasterCard
Card No.: XXXXXXXXXXXX0978 <8>
Expiration Date: 03/02
Auth No.: 831900
******STAPLES WILL NOT BE UNOERSOLO!******
TOTAL ITEMS 6
******STAPLES WILL NOT BE UNDERSOLD!******
THANK YOU FOR SHOPPING AT STAPLES !!
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Unbeatable Every Day
1186 Walnut Bottom Rd.
Carlisle. PA 17013
(717) 243-3100
SALE
1946235 DOS 21170
087009/30/0101:11
QTY SKU
OUR PRICE
STANDARD GROUND RE
389789 19.58
Order No. 896955 19.5aN
DECLARED VALUE
389793 9.80
Order No. 896955 9.BON
STANDARD GROUND RE
389789 16.01
Order No. 896955 16.01N
DECLARED VALUE
389793 4.90
Order No. 896955 4.90N
STANDARD GROUND RE
389789 28.55
Order No. 896955 28.55N
DECLARED VALUE
389793 1.40
Order No. 896955 1.40N
STANDARD GROUND RE
389789 16.88
Order No. 896957 16.88N
STANDARD GROUND RE
389789 11.52
Order No. 896957 11. 52N dr~J .
PUJ
DECLARED VALUE "J!)
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389793 2.60 rf.,''I..
Order No. 896957 2.~N "iI.
~
STANDARD GROUND RE iJ.
.( ,
389789 12.50 or
,
Order No. 896957 12.50N
DECLARED VALUE
389793 6.30 I
Order No. 896957 6.30N
STANDARD GROUND RE
, 389789 12.50
Order No. 896789 ' 12.50N
DECLARED VALUE
389793 9.80
Order No. 896789 9.80N
2IN FILAMENT STRAP
075353062753 5.99
SUBTOTAL 158.53
% Non Tax 0.00
6.000% Standard Tax $15~
t"TA Of ES
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Unbeatable Every Day
1186 Walnut Bottom Rd.
Carlisle. PA 17013
(717) 243-3100
SALE
194623 5 005 21133
0870 09/30/01 11 :27
aTY SKU
"'::::
CRYSTAL CLEAR TAPE
075353073995
12INX100FT 5/161N
075353110447
L1QU SHARPIE BLACK
071641344747
21N FILAMENT STRAP
075353062753
3 2CU.FT. PACKING PE
718103006736 5.980
SUBTOTAL
6.000l Standard Tax
TOTAL
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Card No.: XXXXXXXXXXXX0978 <S>
Expiration Date: 03/02
Auth No.: 506738
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OUR PRICE
9.96
27.99
5.49
5.99
17.94
67,39
4.04
$71 .43
c!0
******STAPLES WILL NOT BE UNDERSOLD!******
TOTAL ITEMS 7
******STAPlES WILL NOT BE UNDERSOLD!******
THANK YOU FOR SHOPPING AT STAPLES 1!
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DELIVERING
CARRIER (IF ANY.
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UNITED VAN LINES. INC.
1 UNITED DRIVE
AONTON. MO. 63026
PHONE (314) 326.3100
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21-2001-893
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
I, ELEANOR JEAN WILLIAMS, a resident of Boiling Springs,
Cumberland County, Pennsylvania being of sound mind, memory and
understanding, do hereby make, publish and declare this to be my
Last will and Testament, hereby revoking all Wills and Codicils
heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2:
I direct that upon my death my Executrix, or any
substitute, shall expeditiously donate any parts of my body which
could sustain life in another human being.
I do not want my body
put on public display because I consider this to be a violation of
my privacy.
I direct that I be cremated with the least possible
expense and that my ashes be scattered in the Pacific Ocean or in
the Caribbean Sea.
ITEM 3:
I direct that there shall be paid out of my
residuary estate all estate, inheritance and like taxes together
with any interest or penalty thereon imposed by the government of
the United States, or any state or territory thereof, or by any
foreign government or political subdivision thereof, in respect to
{;: _-l.t." c:-t-. 1'1- (-).'L A {{L F'
ELEANOR JEAN"~LLIAMS
. I
I (/ i I. 4 ~c']'-'-;/-"
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
all property required to be included in my gross estate for
estate, inheritance or like tax purposes by any of such governments,
whether the property passes under this will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
ITEM 4:
To the individuals listed below, I bequeath the
following:
A. To my son, JEFFREY ALLEN STEELE, if he shall survive me,
my "La Marchonte D' oil: French etching, Royal Worecester bone china
service for eight, all of my crystal glassware, the "La Barba" and
"EI Bufon" Spanish leather masks, two large sized Holbeins, two
large Toby jugs and all the small Toby jugs, all loose foreign
cOlns and stamps, four Sarria paintings and fruit wood cabinet, if
owned by me at the time of my death.
B. To my daughter, LAURA LOUISE EVANS, if she shall surVlve
me, the Chinese philosopher three (3) figure lamps, two (2)
amethyst cornucopias and bowls, girl rock sculpture, emerald harem
ring, cameo, my gold bracelet and charms, diamond watch, marquisite
l' " "
~ , I " _ :' /' .
~-.,!{ ~"1'L'" '-- . r t.~-l /, Ii' L:-t.t:'l ,,( /71.K:...
ELEANOR JEAdWILLIAMS
2
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
pln,
lladro Indian girl sculpture,
my mink coat,
Townsend
monogrammed silver flatware and chest, gold sun and chain from
Ketchem, Idaho, one half of the Mosely tablecloths and one half of
illY grandmothers' hand painted china, if owned by me at the time of
my death.
C. To my daughter, MARTHA MARIAN LUTZ, if she shall survive
me, my Townsend "Grape" Pitcher, two (2) small Holbeins, Holbein's
woman with pink sleeves,
Townsend family tree framed, Darling
genealogical family tree done in York, England, all my father's
medals and pictures of him, Baby Stuart painting, two large Toby
jugs, silver tray, tea service and candelabra, bedroom furniture
consisting of bed, chest of drawers, dressing table and mirror,
step table, Aurora borealis crystal necklace and earrings, pearl
and crystal drop earrings, seal coat, gold coin and chain given to
me by my father, fruit plates, half of Mosely linens and half of
Townsend hand painted china, and Abby's art work, if owned by me at
the time of my death.
D. To my daughter ELIZABETH ANNE NORBY, if she shall survive
me, my Townsend carved chest, carved table, marble-top table, all
wood carved heads and statues and all masks,
Don Quixote and
Sancho Panza statues, silver serving dishes, Mother's diamond and
-".1 <.' ,1-1"'--..'<.-..-
ELEANOR JE
). l: -i "it... ic Lt.:L eel /T'---L-.
WILLIAMS
3
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
sapphire ring, my Mother's gold bracelet, one aquamarine ring from
Cali, Colombia, my mother's ring, Indian gold earrings bought in
Tucson, Gold chain and amethyst charm, Colombian gold earrings, two
(2) medium size Holbeins, two (2) large Toby jugs, my mother's gold
bracelet watch, venetian beads, grandmothers hand-painted cocoa set
including pitcher, cups and saucers, small fruit wood sideboard,
Mike's carved chest and mirror, and Chinese tea canister lamp, if
owned by me at the time of my death.
E. To my granddaughter, JESSICA LUTZ, if she shall survive
me, my twelve volume "Woman's Day Encyclopedia of cookery" and one
Lisa necklace, if owned by me at the time of my death.
F. To my granddaughter, ABBY LUTZ, if she shall survive me,
my Hong-Kong pearls and earrings, and one Lisa necklace, if owned
by me at the time of my death.
G. To my granddaughter, ~UU~DA NORBY, if she shall survive
me, my diamond and emerald ring and earrings, and one Lisa
necklace, if owned by me at the time of my death.
H. To my granddaughter, EMILY LUTZ, if she shall survive me,
my snowflake pendant from the Franklin Mint, one Lisa necklace, and
my sapphire and ruby harem ring, if owned by me at the time of my
death.
~<. OJ
" j~~~ -'-'" _.[;z..
ELEANOR JEA
<_t. L0-. Li i...( L-t.c-~L..
WILLIAMS
4
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
I. To my granddaughter, MARlAR NORBY, if she shall survive
me, my maltose cross with emeralds, one Lisa necklace, and Topaz
ring from Cali, Columbia, if owned by me at the time of my death.
J. To my grandson, DORAN STEELE, if he shall survive me, my
Greek chess set, including board and figures, if owned by me at the
time of my death.
K. To my remaining grandchildren, if they shall survive me,
I direct that each of their respective parents select a momenta for
them from items left in my estate.
ITEM 5:
I direct that all shipping costs for goods received
by my heirs be paid before any money is disbursed and further
stipulate that any goods received by my heirs cannot be sold
wi thout giving family members the right of first refusal to
purchase said item.
I T E:-1 6:
I give, devise and bequeath all of the l:"est, residue
and remainder of my estate, real, personal and mixed, of whatsoever
kind and nature, and wheresoever situate at the time of my death,
in equal shares,
unto my children, JEFFREY ALLEN STEELE, LAURA
LOUISE EVANS, MARTHA MARIAN LUTZ and ELIZABETH ANNE NORBY,
provided, however, that they survive me and are living sixty (60)
days after the date of my death.
c
(~ t_- i. -CL.,....~~l-
ELEANOR JE
~~:-;;.'L-?, L t / l.LLLC<-v)'L~
WILLIAMS
5
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
ITEM 7:
If and in the event that a child of mine does not
survive me and is not living sixty (60) days after the date of my
death, then and in such event, I give, devise and bequeath the
interest in my estate, which such deceased child would have
received, if living, to the issue of said deceased child, per
stirpes.
ITEM 8:
I hereby nominate,
constitute and appoint my
daughter, MARTHA MARIAN LUTZ, Executrix, of this my Last will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other
jurisdiction for her performance of this office.
If and in the event that my daughter, MARTHA MARIAN LUTZ, does
not survive me and is not living sixty (60) days after the date of
my death, or does not complete her duties as Executrix, then and in
such event, I hereby nominate, constitute and appoint DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, Executor of this my Last Will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety is required of it in this or any other jurisdiction
for its performance of this office.
~; . \ / .' / fi~i
y~. .-L,,:.t.L'vlcJ-~'l: L#--,-..... L-i.' '-.LL/ C\,rk~
ELEANOR JEANJWILLIAMS
6
.
LAST WILL AND TESTAMENT
OF
ELEANOR JEAN WILLIAMS
ITEM 9:
If any provision of this will or of any Codicil
hereto is held to be inoperative, inval id or illegal , it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
IN WITNESS WHEREOF, I, ELEANOR JEAN WILLIAMS, the Testatrix,
have to this my Last will and Testament, typewritten on seven (7)
consecutively numbered pages, subscribed my name and affixed my
seal this :1b ~ day of February, 1999.
CJ(<L~O-~ J-i .t'n 4,ltL.cd~(SEAL)
Signed, sealed, published and declared by the above named ELEANOR
JEAN WILLIAMS, as and for her Last will and Testament, in the
presence of us, who have hereunto subscribed our names at her
request, as witnesses hereto, in the presence of the said
Testatrix, and of each other.
~ ' fi'~ Id
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