HomeMy WebLinkAbout11-15-06
.-J
15056051047
REV-1500 EX (06-05)
PA Department of Revenue *'
Bureau of Individual Taxes
PO BOX 280601 _ __
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
County Code Vear
File Number
2 /
6~
go 1'~1
Date of Birth
;? 194 ~/ ~ 5'(, I
Decedent's Last Name
.) 0/'1 t- e-r
~?..2oec ~1/t~1
Suffix Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Infonnatlon Below
_ ~'s Last Name Suffix
JJD~t.EY
(J1j1-+~
~ -S'~S-~~""-L-
~s First Name
;/-0- ~L. ~
-4
MI
l.-"
~s Social Security Number
FILL IN APPROPRIATE OVALS BELOW
.- 1. Original Retum c::>
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Retum
c::>
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
c::> 4. Limited Estate
c::> 4a. Future Interest Compromise (date of
death after 12-12-82)
c::> 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
c::>
c::>
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
c::>
~or/ ~-r ~ ..fiUei/) ~Q..
Firm Name (If Applicable)
PAe:-f ~ 1/'~ e:'1
First line of address
REGISTER O~ILLS USE O~
~~ :::
-r] 0
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. ,- "-:.". i-n
, :;~;22 Ul
".j"; ................
7J
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(:)
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(j
C')
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C~
6 s AIJ-N 0 v.ex- sr
Second line of address
City or Post Office
a;f-;lL?/ S L-t
State ZIP Code
/A-- / ?o/?
C)
C)
Correspondent's e-mail address:
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all infonnation of which p any knowledge.
Si NAT E F PERSON SPONSi FOR FILiNG RETURN ATE
~Ol.) ,
MAib-Jfk ~_ 170/5
-"PLEASE USE ORIGINA FORM ONLY
Side 1
L
15056051047
15056051047
-.J
~
15056042115
REV-1500 EX
Decedenfs Name: GRACE I DONLEY
RECAPITULATION
1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . .
6. Jointly Owned Property (Schedule F) DSeparate Billing Requested . . . . . . . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) DSeparate Billing Requested. . . . . . . .
8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
204-01-8561
Decedent's Social Security Number
1.
2.
3. NONE
4. NONE
5.
6. NONE
7.
8.
9.
157900.00
5882.00
136530.00
38873.00
339185.00
26426.10
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . ,
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13.
14. Net Value Subjectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . .. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a}(1.2) X.O ~
16. Amount of Line 14 taxable
at lineal rate X .0 ~
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 15
15.
312 657 . 90 16.
17.
18.
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L
15056042115
15056042115
101.00
26527.10
312657.90
0.00
312657.90
0.00
14070.00
0.00
0.00
14070.00
IT]
~
REV-1500 EX Page 3 204-01-8561
Decedent's Complete Address:
DECEDENrs NAME
GRACE I DONLEY
STREET ADDRESS
File Number
21-05-474
505 "C" STREET
CITY
CARLISLE
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
14070.00
19485.00
Total Credits ( A + B + C ) (2)
19485.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2. Line 20 to request a refund. (4)
0.00
5415.00
A. Enter the interest on the tax due.
(5)
(5A)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
[!]
o
o
o
o
o
D 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and: Yes
a. retain the use or income ofthe property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. D
D
D
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 for" or payable upon death bank account or security at his or her death? ., D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 three (3) percent [72 P .S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(O) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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 zero (0) percent [72 P .S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half
(4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P .S. S9116( a}( 1.3)]. A sibling
is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
217
REV-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
GRACE I DONLEY 21-05-474
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which Is Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
505 "C" Street, Carlisle, Pennsylvania, HUD-1 settlement sheet attached
VALUE AT DATE
OF DEATH
157,900
TOTAL (Also enter on line 1. Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
157 900
217
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Grace I. Donlev
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
PNC Investment Account No. 26894440
VALUE AT DATE
OF DEATH
5,882
TOTAL (Also enter on line 2 Recaoitulation) 1$
(If more space is needed, insert additional sheets of the same size)
5882
217
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GRACE I DONLEY
FILE NUMBER
21-05-474
Include the proceeds of litigation and the date the proceeds were received by the estate.
All Drooertv iointlv-owned with riaht of survlvorshlD must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1 Real Estate tax proration, HUD-1 settlement statement attached
2 M&T Bank Account 409960
3 M&T Bank Account 015004201746566
4 Auction proceeds of sale of personal property
5 Costume jewelry
6 1994 Buick LeSabre
VALUE AT DATE
OF DEATH
1,416
71,441
56,976
4,572
25
2,100
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
136,530
217
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
FILE NUMBER
21-05-474
GRACE I DONLEY
DESCRIPTION OF PROPERTY
ITEM INCLUOE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST ~F APPIJCABLE) VALUE
1. Annuity with Tyco 5,173 100.00% 0 5,173
2. Annuity with Prudential 33,700 100.00% 0 33,700
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 7 RecaDitulation) $ 38.873
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
(If more space is needed, insert additional sheets of the same size)
217
REV-1511 EX + (12-99)
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISlRA lIVE COSTS
ESTATE OF
GRACE I DONLEY
FILE NUMBER
21-05-474
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman Roth Funeral Home 6,082
2. Flowers 125
3. Fees to church for funeral 227
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 2,500
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. Settlement costs for sale of 505 "e" Street, HUD-1 Settlement statement attached 11,750
8. Auction costs 1,250
9. Executor mileage (2 round trips of 201 0 miles) 1,628
10. Food & lodging for Executor 645
11. Expenses for real estate held for sale 2,219
TOTAL (Also enter on line 9 RecaDitulationl $ 26.426
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
10 NT ENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Comcast final bill
50
2.
Sprint final bill
51
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
101
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 Holly Donley Sharer Daughter 100%
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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GRACE I DONLEY
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-05-474
(If more space is needed, insert additional sheets of the same size)
Expenses of house
Cable
Suburban Energy (oil)
Borough of Carlisle
PPL
Sprint
Borough of Carlisle
Lawn Care
Lawn Care
School Tax
Total
Final Bills
125
32
257
16
248
141
1,400
2219
~. SETILEMENT STATEMENT
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
HUD-1
OMS No. 2502-0265
2. DFmHA 3. DConv. Unlns.
5. DConv.lns.
6. File Number.
RE05-196
7. Loan Number:
8. Mortgage Insurance Case Number:
C. NOTE: This form Is fumlshed to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. lIems
marked "(p.o. c.)" were paid outside the closing; they are shown here for Informational purposes and are not Included In the totals.
D. Name and Address of Borrower(s):
Michael R. Snyder
E. Name and Address of Seller(s):
Estate of Grace J. Donley
F. Name and Address of Lender.
Leelyn Corporation
G. Property Location:
505 "C" Street, Carlisle, Pennsylvania 17013
Carlisle Borough, Cumberland County
06-19-1645-047
)'-;
".,.., .
Place of Settlement:
1 Irvine Row, Carlisle, PA 17013
H. Name of Settlement Agent:
Duncan & Hartman, P.C.
I. Settlement Date:
8-31-2005
Funding Date:
8-31.2005
203.40
109. School taxes
110.
8-31-2005 to
6-30-2006
1 213.37
,-t.;
I..
~\i _ .
159316.77
. J,' ~;,.t!~~4~":t_ ., -,i~~;
11749.53
205.
505. Payoff of second mortgage loan
206.
506.
208.
209.
508.
509.
.~
210. CI l'town taxes
211. Coun taxes
212. Assessments
to
to
to
to
to
to
214.
215.
. _~.~ft~ .'
700::rota\: 5aieilato~e("~0n;rrlttii~n . ..,. ..
~ .,. Paid From Paid From
based on orice $ 157900.00 1& 6 % = 9474.00 Borrowers Seller's
'n;,,;~;nn IIln.. 7nm .." #,,11......... Funds at Funds at
701. $ 4 762.00 to ERA-NRT Inc. SeUlement Settlement
702. $ 4712.00 to Sallhamer Real Estate
7n'\ -,... -. !:l,47,4nn
704. Transaction FRR to ERAoNRTII 125.00
'. "8oo'ilt~~~'.p~'> ,\,. ~alO'~liIitlitl1oa
801. Loan Orinination Fee % to
An? I "An n;enn"nl elL I"
803. Document Preoarallon Duncan & Hartman P.C. 250.00
804.
An"
806.
807.
808.
RnQ
810.
811.
Ai?
I 813.
814.
.:,1; ~y:~~m;~~:~~_~=~l~;' .~?:O;.:I~.a::~:~j]~~I~'~::'f~~t:Jii~
~~2~~:~~~>~~.r~:~~~:~ ~ ~~~ .~~.?-~\'~=~~~'.:~~~7~~~_~~~~.7 :'-=:::~~i /
.,
~_ .~. ~~~~~~-~~~~~~2~1':~~~~~~~~~:l1~~~~1J' ~M
1101. SetUement or elosinn fee to
1102. Abstract or title search to
14n':l ,I"
1104. Title insurance binder to
1105. Document DreDaration to Orchard Settlement Services LLC
.. "., - .
1107. Attorney's fees to
lincludes above Item numbers: )
1108. TItle insurance ~ WilHam A. Duncan, Agent for Fidelity National Title
" -.....-- -..-..- . 11n1.11O.4 \
100.00
1000
1,183.75
Premium 1183.75
Premium
~~~- -_:~~~~ ~~_~~~2_~~:::'
11-11 ~MR1tn
1112.
1113.
':. fll\I\.. :'.: ,j,,".'l'., ;;'''"'.~~;l/'.''''~A;~""V'~\~"~,,,~,,:;. . . ..~ ...\:
1201. Recordinn fees: Deed 38.50 Mortnaoe 44.50 Release 0.00
1202. Cilv/counlv lax/slamDs:
1203. Slate tax/stamns:
1?n4
1205.
1
I
83.00
1 579.00
1 57Q.00
~~~~i~~~'_~l~'''~~~~~~~~-<<~~~~~'''-' :~~~ ~
J"1'f ~ r.. p.... ';,f-"~ ~r.:-n-~ ~~ ''IY\''-:- -~ .f('Jr17 ~ --~f"l -r; '"11,. ...''lP~ "''l' ~
"'r' -.... ---'5~ -:t ~ ;1-1
1305.
1400. Total Settlement Ch es enter on lines 103 Section J and 502 Section K 3255.75 11 749.53
CERTIFICATION: I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, It Is a true and
accurate statement of all receipts and disbursements made on my account or by me In this transaction. I further certify that I received a copy
of the HUD-1 Settlement Sta ment. ~ ~....
7~J 't-~~~./~J
Signature of Borrower Signature of Seller ' , Signature of Seller
409.00
The HUe-1 Settlement Statemen which I have prepared Is a true and accurate account of the funds disbursed or to be disbursed by the
underslg d as art 0 the e Ie nt 0' this transaction.
1{3t{ti>
Date
WARNING: It is a crime to knGWlngly make false statements to the United Stales on this or any other similar form. Penalties upon conviction
can Include a fine and lmprlslonmenl. For details see: Tille 18 U.S. Code Section 1001 and Section 1010.
. Kelley ijlue Book - P~ivate Party Value Pricing Report - Buick, LeSabre
.~~~~~
1994 Buick LeSabre Custom Sedan 40
BLUE BOOK':; PRIVATE PARTY VALUE
Condition
Value
Excellent
$2,400
.../ Good
$2,100
(Selected)
Fair
$1,750
Vehicle Details
65,000
V6 3.8 Liter
iion: Automatic
FWD
Selected Vechile
Standard
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
AM/FM Stereo
Dual Front Air Bags
ABS (4-Wheel)
Blue Book Private Party Value
Private Party Value is what a buyer can expect to pay when buying a used car
from a private party. The Private Party Value assumes the vehicle is sold "As
Is" and carries no warranty (other than the continuing factory warranty). The
final sale price may vary depending on the vehicle's actual condition and local
market conditions. This value may also be used to derive Fair Market Value for
insurance and vehicle donation purposes.
Vehicle Condition Ratings
Excellent
ODO(10 $2,400
"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has never
had any paint or body work and is free of rust. The vehicle has a clean
title history and will pass a smog and safety inspection. The engine
compartment is clean, with no fluid leaks and is free of any wear or visible
defects. The vehicle also has complete and verifiable service records. Less
than 5% of all used vehicles fall into this category.
.../ Good (Selected)
aaaa $2,100
"Good" condition means that the vehicle is free of any major defects. This
vehicle has a clean title history, the paint, bOdy and interior have only
,., SEND TO PRINTER
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Page 1 of 2
JlL-29-2005 12:58
PNC I~STr-EHTS
412 803 8752 P.01/01
To: Robert Frey
Date 01 Death 1.,0....008
Estate of Go<< I Dooley
PNC Investm_t Account II 26894448
Date of Death: May,... t 1815
AccOIIIIt Auetl: 557._ Blaekroek '.ad, PA Tu rree, valae 511.55 = SS880.S7
51.88 Blaekrock ..OlleY market
Total aut value .. .rsnflt05 SS882.4S
There are _ otlaer illVnmaeDU aceoant listed tGr Ms Do_1y
Siaeerely,
Carla DeFnlti, PNC ,..estmeall Cuto8ler Service
T01FL P. 01
m M&fBank
499 Mitchell Road, MilIsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
June 14,2005
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, Pennsylvania 17013
Re: Estate of: Grace I Donlev
Social Security: 204-01-8561
Date of Death: Mav 07. 2005
Dear Sir or Madam:
Per your inquiry dated June 08, 2005, please be advised that at the time of death, the above-named decedent had on deposit '
with this bank the following:
1.
Type of Account
Checking Account
Account Number
409960
Ownership (Names oj)
Grace I Donley ·
Opening Date
09/01/67 Closed OS/26/05
Balance on Date of Death
$71,440.56
Accrued Interest
$
0.00
Total
$71,440.56
2.
Type of Account
Savings Account
Account Number
015004201746566
Ownership (Names oj)
Grace I Donley ·
Opening Date
06/19/00 Closed OS/26/05
Balance on Date of Death
$56,932.04
$ 44.18
Accrued Interest
Total
$56,976.22
Please be advised, there was no safe deposit box found for the above decedent. * For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-
240-4536.
Sincerely,
~~
Nancy Clagett
Records Management
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LAST WILL AND TESTAMENT OF
GRA CE I. DONLEY
I, GRACE I. DONLEY, widow, of West Pennsboro Township, (R. D. # 4,
Carlisle), Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and declare this
as and for my last Will and Testament, hereby revoking and making void any
and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executrix to pay all of my just debts and
funeral expenses as soon after my death as may be found convenient to do so.
2. All the rest, residue and remainder of my estate, real, personal and
mixed, and wheresoever the same may be situate, I give, devise and bequeath
to my daughter, Holly Lee Donley born March 16, 1957, her heirs and assigns
provided my said daughter, Holly Lee Donley, shall survive me by a period
of Ninety (90) days, but should she fail to survive me by the aforesaid period
of Ninety (90) days, then to her issue per stirpes.
3. Should my said daughter, Holly Lee Donley, pre-decease me qr fail to
survive me by the aforesaid period of Ninety (90) days, and should my said
daughter not be survived by any issue, then all the rest, residue and
remainder of my estate, real, personal and mixed, and wheresoever the
same may be situate, I give, devise and bequeath to my mother, Hester A.
, Cohick, but should she pre-deceased me, then in equal shares to my Five (5)
II brothers and Three (3) sisters.
i 4. Should any person less than 21 years of age share in my estate, I
,
I nominate, constitute and appoint Farmers Trust Company, and its successors,
1 West High Street, Carlisle, Pennsylvania, as Guardian of the estate of such;
minor person and I authorize.and direct said Guardian to invest the same and
to pay so much of the income arising therefrom together with so much of the
principal thereof as in the opinion of said Guardian is necessary or desirable
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to be expended for the proper maintenance, support and education of such min
person, to the person having custody of such minor person, and upon such
minor person attaining 21 years of age to pay the then remaining principal
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together with any undistributed income to such person.
5. Should my said daughter. Holly Lee Donley, be less than 21 years of
age. I nominate. constitute and appoint my sister. Mrs. Harriet Herr. of
132 West Park Street. Carlisle, Pennsylvania. as Guardian of her person.
6. I hereby nominate, constitute and appoint my daughter. Holly Lee
Donley. as Executrix of this my last Will and Testament but should she fail
to qualify then in such event I nominate. constitute and appoint Farmers Trust
Company. and its successors. 1 West High Street. Carlisle. Pennsylvania.
as Executor of this my last Will and Testament" and I further direct that
neither one shall be required to post any bond to secure the faithful performan e
of her or its duties in the Commonwealth of Pennsylvania or in any other
jurisdic tion.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my
last Will and Testament written on two (2) pages this 19-~ay of August, 1970.
(SEA )
Signed. sealed. published and declared by Grace I. Donley. the Testatrix
above named. as and for her last Will and Testament, in our presence, who"
in her presence. at her request" and in the presence of each other. have
hereunto subscribed our names as attesting witnesses.
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