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HomeMy WebLinkAbout94-00852 ',', .ie,-_'" I ,,~ ; -'.:' , c ~,~" ., -C', ", ;", ;,i'> '.Il', . ""', " -'J'. p "."'- '" ;~>- J/, PETITION FOR PROBA n: und GRANT 01" LETTERS 0>/- (("'-tf.s~ Estate 01 W, Ea r 1 Wood also kilo wn as Nu, Tu: Reglsler ur Wl~s f,~ Ihe1 d ~ V",...ased. County of urn er an In Ihe Sorlal SeL'ur/ty No. 204-30- 5750 COl11l11onweahh of "ennsylvanla The pelhlon or the undersigned respeelfully represenls Ihlll: Your pelltloner(s), who Is/arc 18 years ur IIge or ulder IIn Ihe exeewr i x In Ihe last will of Ihe above deeedenl, dilled Augus t 10 and eodlell(s) daled n / a ~al11ed , 19~ hlUle relevant drCIIIII\IUI1CCI, C,lI. rCllundnllulI, deuth of (\ccul"r. elL'.) De~endent was dOl11lelled at death in Cumber land h 1s last family or srlnclpal residence III 541 Eas tOld S rings. PA 170 7. Courlly, Pellnsylvanla: with York Road. Boilin~ \t (iht \1f<<1. numher and II1l1lldl'ulhy) Deeendepl,lhen 88 years ofllgeidled September 15. ,19 94 , ~ Leader Nursing & Rehabi_otion Center . Excepl as follows, decedent did nolmllrry, WIIS not divorced and did nol have a child born or adopled afler execution of Ihe will offered for probale: WIIS nollhe vlellm of a killing and was never adjudlcaled Incompelent: Deeendenl at dealh owned properlY with eSllmaled values liS follows: (lr domiciled In Pa.) All personal properlY (If not domiciled In Pa.) Personal property in Pennsylvania (If not domlelled In I'll.) Personlll property In Counly Value of real eSlale In Pennsylvania situated as follows: sunder S S S $25,000 WHEREFORE, petltloner(s) respeelrully request(s) the probale of Ihe last will and eodlcll(s) presented herewith and Ihe gran I of lellers tes tamen tary theron. (IC\llllIICnlar)'j ndmlnblratlllll C.I.o,; ndll111l11lrallol1 d,b.n.c.I,D.) i "a_ ~t l= ':t~ I'D a Iii 'r3~(!. W~ B;tt-ylf'C. \~ood 541 E. Old York Road Boiling Springs, PA 17007 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OFI'ENNSYLVANIA } 1:18 COUNTY 011 CUMBERLAND The pelltloner(s) IIbove-nlll11ed swellrls) or lIrr1nn(s) lhllllhe stnlemenls In the foregoing pelltlon are Irue and eorreel ,,, Ihe besl of Ihe knOlvledge and belief uf pelltioneris) und thllllls personal represen- lallve(s) of Ihe above decedent pelitloner(,) will wellllnd Irnly admlnlsler Ihe eslale according 10 law. S~m " m ,m","' ,," mh","'" ~~~ Q.. W .....<. " before me th 4TH day of ~ 0;;' HER- _ I?Z:BL _ ~ ~. '-, ~ C. L EW I S H"II/slrr, E: """"<-'" ",,-,' No, 21 - 94 - 852 Estate of \~, EARL WOOD I Deceased DECREE 01<' PROBATE AND GRANT 01<' LETTERS AND NOW OCTOBER 5 , 19...2L, In conslderallon of the pelitlon on the reverse side hereof, sallsraclory proof having been presenled before me, IT IS DECREED lhatthe Instrument(s) dated AUGUST 10, 1994 described Ihereln be admitted to probate and med of record as the last will of W, EARL WOOD TESTAMENTARY BETTY C. WOOD and Letters are hereby granted to 97/. MARY C. LEWIS FEES Probale, Letters, Ete. ......... S Short CertlOcates(5) . . . . . . . . .. S Renunelatlon ................ S X-Pages S 9,00 JCP TOTAL S 5.00 OCTOBER 5, ~4 B9.90 Filed. 0 0 0 0 0 0 0 0 000 0 0 0 0" 0 0..000.000000000 (2dddzo.:J fYLoboA. P-'- .pa-d 60.00 15.00 Patricia R, Brown, Esquire ATTORNEY (Sup. Ct. 1.0, No.) #27474 4 E, Liberty Avenue Carlisle. PA 17013 APDRESS (717) 243-7922 PHONE ~-/;z...,~- ~ 17$:v.} " ,-~ 0'>.. ? l- . , , , - I": , C.", 00 Called attorney on 10-5-94. Ill'" ~" h'\ ,'. This i", to (L'lIil) that 1I1l' illlllrlll.llioll Ih'fl' ,.dUll I' \lI1IH II} tnpll'd '~lllll ,III IIrl,l!ill,d. u.nHil.IIl' 01 11t'.lth du.')' fiitd willi me JS l.llt',llllq;i"lfolr. Till' tlligin,11 fl'rcitit',llt' willlw flllW,lfdl"d l'lllu: ~l.llt' VIt,II Hnllllh (Hlllt'I,,!" P\'llll,llll"llt f111l1,l: WARNING: 1118 1II0gnllo dupllcnto lhls copy by pholoslol or photograph. 2420599 .__"__,~,___ _,~_~___.n__~"__ No. 'i.~ ~, ~~c~-t;~-t.>.':1f'LI -_.,..-.._,~.._--,,_.~...._.._-_._..,-'" ' 1.llt.11 Hc,.;iMfOlf Fl'l' lor thi.. u'nifk.l1l:. $},OO SEP. 1 '5 1994 .~-,-,-_._---_._'~~-~~ ......- 1),11< """'.''''.1.' COMMONWEAL1HOF PENNSYLVANIA' DEPARTMENT OF HEAL1H' VITAL RECORDS CERTIFICATE OF DEATH ~, ."' "...., " " .'U_~.IIJ " " W. Eorl Wood . ,... ~.. ... . "" , , . .'".. ~ , -. -. ~Ot._, BB '" 2-2B-1906 . " ." ... ....,'..........,11 IOC..~"C.....'''H\~II.. O."O'OI"M.,,",,,...(.._'I ""'Ml'v.-C reo,... ......."...V"C-.l ppor AUonPfwp 1>I0le .204 Pl."" 11I"."("_' -,,.. ...,1_0 r"~O - 30 - 575B So t. 15 1994 ~ & Aehobilitetion ~"It .'ION - , 10'" 8 ., ~;:#.)o ......--._~...........,.........l ........,....,.....-.." t(lll~l Whito ~fI Cumberlond " ~-:;,,-::,::.~":::r::r Fermor 1 Form Dlc.OlH'lu.....JIIIIO.OOIIf...600..C..-..-/ClC-1 541 E. Old York Ad. ,~oiling Sprin9s, Po 17007 "'..."1..."'1,......_1..., J. Arthur Wood "'....,......... ,,-..... Batty Wood , e.-O c....._o O"'ISl>cf,' S. Hiddloton Tw " 1oI.,.,t.\l.U......_ ......101......-.. o-....rsr<<..., II Widowed M "...,..-...... ,~, 8 IlIoI ".U.....__",""" - ~., Cumbcrlltnd -.., It.O :"::':0':::" UQI..."'...I....h.U......._...._ 1 Mertio E. Trovor ,... "'... "AOOII _c... ., 541 E. Old York Ad. Boiling Sprin V'OI .~.. .....c._..,. . .01""""" Zion Cemetery l4A"'l . II '" #.CIU" 219 N. Honovor ,CI"'lll-l\Jull etan wp - ot. INN I l'fUII\. "r~OfCf ._............ ...-..... It."'" s, Po 17007 " . . . ...1....._1111 ""-_......"""""..CI..._~.....t<l........... 01_.......,._....... ........C..."..,._.......... 1........1........ '..._.....II_.....C...... ... 'L. .. ~,D ~ 1=:;=':". .....-...... II; 000>101 c.~____....,........... -....,...........~I................."'I .:It...,,- t~dAA... I (~"-"- ~ ;O.n7;.;tZ. Ct4,u_ / f!...fl -= I , y.' I ftlll~.uTOI'..,'...ll%IOl "",'fllll'lItO"I'O COUI'tI'I()'lClCIUU Oi'DtATM' """'/tllll N'''' 1l"'OI00uullt ''lI.".,ro.,_f lNI 01' 1OtJIIfl, "'INII.I..ollU OIIoC._I_'.........'OCtUlO..'t> ~.o ..0 "'N l;l o CJ ,-- '1-,-"'01'" ~....",....-.... o o 0.10'. .' ~"'''''''''''ol "" 0 ...0 ...,..... "N_ I -,-,,,.... " , "","1\0'_0,' h. ... II. (111II'.."11..-..........._. 'CI"''"IIIQ'M'.oc;t.H'''''....._.....,~,.....~_"H'...._l''"......'..I.4'_.-\_.'''''eo-....-...''1 '1_....I..~'I...............Mf...."....y.,..._I!II........_...llflli ,..". ..." ,......., ..,......,., II /u., ',lIOfollo\IIICoIfG...oC:III'In'INQ ,..,IJO.",ro...-........,."..a;.t-q _ ....,....,..... ..,.... Ill...... j ,._.........,........,.....M.....................I.'....",...,....-.......-.........._..I".... .1..OiC.1.....UIllUVCO"fmfft 0"....111111.. ......uoll'''' .1OdI.."'...".......,1II "',.pt......,....It.u...... .11..........'.."...... .1"'.1041111,.111'1"'"1'1_"" ,'...11II...'.."".....,',.,',...........".,...,........"."...................",.."...........,.,....,...."..... II ,~_"t" .,:(' 8W-~ II 0" 11..0;....-, 21 - 94 - 852 "/.'-' , '-I:' . ....''t c:\wpJl\wiUl\woocl,W'. JW , . 1En6t lIIill nub Qre6tnmenl OF W, EARL WOOD I, W. EARL WOOD of South Middleton Township, Boiling Springs, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, In manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. SECOND: I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: I give, devise and bequeath the remainder of my estate, of every nature and wherever situated, to my daughter, BETTY C. WOOD. FIFI'H: I hereby nominate, constitute and appoint my daughter, BETIY C. WOOD, as Executrix of this my Last Will and Testament. No personal representative shall o:\wpltlwWolwoo4,..,. JI4 , " ~ be required to file bond In this or any other jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this of August, 1994. I 0 )l, day ~Ir: &.-vw J!V ~ W. ELWOOD SIGNED, SEALED, PUBUSHED and DECLARED in the presence of: ~ )UI1hJ1--C 1 ~ ^ e~ K m~\Rr, k~ ',> 2 o:lwp.lllwW.lwoool,""JId .. .. COMMONWEALTII OF PENNSYLVANIA COUNTY OF CUMBERLAND : 55. I, W. EARL WOOD, Testator, whose name Is signed to the attached or foregoing Instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the Instrument as my Last Wl1lj that I signed It w1111nglyj and that I signed It as my free and voluntary act for the purposes therein expressed. ~!:!l or affirmed to and acknowledged before me, by W. EARL WOOD, Testator, this ~ day of August, 1994. (J (;: ~~ cJ r::;;+~ W. EARL WOOD, Tes ator NOTARIAL SEAL .IACOUElINE L. ORAWBAUCH, NOTARV PUBLIC CARLISLE BOROUCH, CUMBERLANO CO PA MY COMMISSION EXPIRES AUCUST 14. '1995 3 c:\wpSI \wWe\wood.car. JW . . " .. COMMONWEALTII OF PENNSYLVANIA : 55. and (I the witnesses wh e names are slg d to the attached or foregoing Instrument, being duly qualified according to law, do depo e and say that we were present and saw Testator, W, EARL WOOD, sign and execute the Instrument as his Last Will; that he signed willingly and that he executed It as his free and voluntary act for the purposes therein expressed; that each of us In the sight of the Testator signed the WII1 as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue Influence. ( We, and ~l /YJi/J J~l..- Witness i Lar-(t\vtn~~' JJc_ tlDTARIAL SEAL JACQUELINE L. DRAWBAUQH, NOTARY PUBLIC CARLISLE BOROUGH. CUMBERLAND CO.. PA MY COMMISSION EXPIRES AUGUST 14. 1995 4 t- ~, CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) 'Ji " t, Name of Decedent: W. EARL WOOD Date of Death: September 15, 1994 Admin. No. e, e' j', Will No, 2194-0852 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court :Rules was served on or mailed to the foliowing beneficiaries of the above-captioned estate on October 12. 1994 : ~ Betty C, Wood Address 541 E. Old York Road Boiling Springs, PA 17007 Notice has now been given to all persons entitled thereto under Rule 5,6(a) except N/A Date: 10/11/94 V?"x,-"';:"'--- --I? ~~. Signature Name Patricia R. Brown Address 4 East Liberty Avenue Carlisle, PA 17013 Telephone (717) 243-7922 Capacity: Personal Representative Counsel for personal representative x DROWN PATRICIA R 4 E, LIBERTY AVENUE 101 $::10,000.00 ... ....,....,.....'.-, ----------- - ~_.._---~~_._- -.-----.. -..-------------- RECEIVED FROMI f1 m AMOUNT CARLISLE PA 17013 'atDM"f SSN 204-30-37:58 A CUMBERLA REGISTER OF WILLS m TOTAL AMOUNT PAID 12J. ',' ,; RECEIVED at" . ~ MlIRY C, LEW . REGISTER OF WILLS, $30,000.00 REMARKS PATRICIA R. BROWN PD SEAL -' -------------------------------- , ,I ~ " , , . ,", ,~ f ,-~ . . . ~-.,..,.,..- . __,_.----;-.-....---...,. ..",,- 4~"lllr .,........ r-'. ,- - ," ,. , \,.,.;..... - . '. ,- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } Ul BETTY C. HOOD according 10 low, dopo.o. and .ay' that sho is the Executrix \~ Earl Wood a' Iho Eslato a' . 1110 a' 541_~-,_Qlsl,,:(0_rJ~"~'~'LJ!~JJ1-I},g Springs , Camborland Counly, P.., d"c"a,"d .nd th.t the within II on Invonlory modo by Bettv c. \~ood ,Iho ,old Executrix o'lho onllro ,,1010 a' uld docodonl, con.I.llng a' all tho por.onol prop'drty and rool ..lola, o.copt rool ....t. outsld. Iho Commonwoolth 0' Ponn.ylvonlo, and Ihlllho IIgur" oppo.lto aoch Itom of tho Invantory rlprount It', f.lr v.lu. os o'lho dllo of docodont', doolh, bolng duly sworn 19 9iI Y.3.1~ (l~ ./.,11 ~ E..cuto, . Admlnhtulo, 541 E. Old York Road Sworn and ,ub,erlbod bo'oro mo, Dolo 0' Ooolli ( NOTARIAL SEAL DENISE SNIDER, NOl ARY PUBLIC CARLISLE BORO. CUMBERLAND COUNlY MY COMMISSION EXPIRES OCl. 28. 1~96 M!lIttr. P nn'l'<lnil AllI,ilUon Ir Nlllrlll JLn Day Boiling Springs, PA 17007 Add,... September Month 1994 VII' INSTRUCTIONS I. An Invontory must bo fIIod within thr.. monlh. ollor oppolnlmont a' porsonar ropro..ntottvo. 2. A .upplomont Invanlory mu" bo fIIod within Ihlrty day. a' dl.covory a' oddltlonoQ~ts, \C! 3~. .rs. 3. Additional .hoots may bo attached os to por,onolly or really 0' ,. CD', ' c 4. 5.. Article rv, Flduclarl" Act 0'1949. ~' ., M Q,. g'; ~ r,; )lZ~ Cl :Il:Il t~8 -.'- Y2.0. m ,",) .., !:L ~g ~C). =:!C1i 00 - "'tl W /oJ - p.. ... .c III !i 0 '"" c -d ~ ~ 0 .. .., - N ~ Ql CI w .. I/'l .... ~ .... u co 0 "tl .. .. 0 g w C ... =- i!: co:: "tl CI I .... .... LL ... .; ... E o:t Z .... ~ 0 ::;: ... 0 '" W u. ~ I > 0 < 0< "tl .c t- .... z 0 .., Z 0 c N Q 0 ;:J ~ - VI Z '" 0 c3 0 co:: Z w < Vl ... ... .... "0 '" c CI I1l - -.: ~ 0 .. ... "0 .... .. E ;';1 . .. 0 ~ ~ if 0 u CD ..,.-"""'-''''_',..,,,;..,:;;,'o.i~.. Inventory 01 the real and personal estate 01 ..-' n.., W. Earl Wood deceased Vehicle 1979 GMC Truck 2500 00 Guns 1894 Marlin 360.00 LC Smith 235,00 Stevens 50.00 Remington 75.00 HR American NV rver Johnson 10.00 730 00 ~ Farmers Trust Company Checking Account 74,860.73 Certificate of Deposit 25,276.82 PNC Bank Savings Account 16,666.75 Meridian Bank Certificate of Deposit 15,874.08 142678 00 Farm Equipment (See Attached Lis t) 43900 00 TOTAL 189808,38 '. PETERMAN FARM EQUIPMENT INC. Farm, Lawn and Oarden Equlpmenl To Whom It May Concern: 22' York Md. C.rlbl., PA 170ll 17171 249.$]]6/249.21$0 october 12, 1994 Larry Wert, our salesman, made the following appraisal of farm equipment owned by the late Earl Wood of Boiling Springs, PA, Allis Chamers 6070 tractor w/cab Allis Chalmers WD45 trac wide front w/loader Allis Chalmers WD tractor Allis Chalmers CA tractor Allis Chalmers cultivators David Brown 990 tractor Allis Chalmers D-17 tractor Oliver 3 bottom cushion trip plow Allis Chalmers WC tractor -11. Bobcat 642 skid loader New Idea manure spreader New Idea 290 mower conditioner Allis Chalmers mtd corn picker New Holland 256 Hay rake Lorenz 6 row 3pt hitch cultivator New Idea 323 1 row corn picker Dunham 11 ft disc transport Bearcat 12 ft cultipacker I H 56 4 row corn planter Walsh 200 gal sprayer Dunham 10 ft cultipacker New Idea hyd dump silage wagon New Idea hyd dump silage wagon Allis Chalmers Forage harvester, 2 heads New Holland 273 baler w/thrower Wooden rack bale wagon Wooden rack bale wagon Wooden rack bale wagon New Idea 38 ft elevator 16 ft bale elevator White 543 corn planter,6 row no-til Woods rotary cutter 6 ft, 3 pt Swab - grain wagon Swab - grain wagon 24 ft elevator * :JOI'~-':"Y ~.~.,t~4l lv',th '.j?'>~\'l'l <:. l.j"tu) Total 13,800,00 1,400.00 1,000.00 900.00 100,00 3'000.00 3,200,00 450,00 650,00 6,000,00 750,00 1,000,00 100,00 1,000,00 1,200,00 1,500,00 900,00 500,00 750,00 500,00 200,00 400,00 400,00 150,00 1,200,00 500,00 500,00 500,00 500,00 150,00 2,000,00 1,000,00 275,00 275,00 150,00 '46,900~00 '-13. 7"",00 .j Cw-^-\ f C,Jv--r . . lY.U\IOU+I'I,':II ffi ~ a ~ lj~e "'00 5..... ...", ... C ~!Z ..... .. a OZ vo ... z o 3 E ... ;) ... .. j11-~3'1- '-I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) o 2. Suppl.m.nlal Roru,n D AD. Future Inler..' Comprombl (lor daro. 01 doa,h ohor 12.12.B21 DlCedent Died 1tllloll 0 7. D.cedenl Maintained Q living Tru't (Atrach cap 01 Will) IAtrach cap 01 Tru"1 ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD 8E DIRECTED TO. ~ ML M ~ tv. ") qS - - /1 A I H r ",--/-' t: '01 DATlSO' DlATH AnlR 12/31191 CHICK HIli If A SPOUSAL 0 POVIITT CIIDIT IS CLAIMID fill NUMIII ~'II=J:<' ..;1 ",,', )0;,." '" .j,.: COMMONWEALTH Of PENNSYlVANIA OfPAIllMfN1 0' REVENUE DIPt. 280bOl HAIIIIIUURG, 'A 11128.0601 M , I M I A 7./28/06 C~, 21 COUNTY CODE M 94 YE"R 0852 NUMBER \L EARL HOOD I'" Ultl Y N M DA H 541 Enst Old York Rond Doiling Springs, PA 17007 03. 05. RemaInder R.turn (lor da'OI 01 doa,h prior 10 12.13.B21 Fed.ral Ellal. Tax Return Required -L8. Tolal Number of Safe Depos" 80"" ",,\,:,--,,'.\":' ..": 4 East Liberty Avenue Carlisle, PA 17013 (')0 0 :n ~ P" ~~!l .,1 " c. l. r rl'> ~ 1',J (() .'20", ~.-... ~,54,685.42 I B) (11) (121 (13) (1A) 39,288.81 515,396.61 1. Roal E"a'o (Sch.dulo A) ( I) 2. Slacks and Band. (Sch.dulo B) I 2) 3, Clallly Hold Sla,k/Parln.nhlp Inl"OII (Sch.dule q (3) ~. Martgago. and Nate. Rocelyable (Schodule D) I A) 5. Ca.h, Bank Depa.11I & Mlocollan.au. Ponanal Prap.rty( 5) ..JJL2. 2 31 . 37 (Scnedule E) 6. Jalnlly Owned Praporly (Sch.dul. F) (61 121, 388 . 55 7, Tron,le.. IS,hedul. G) (Schedul. l) (7) 288,065. 50 8. Total Gron Anots (Iololli".s 1.7) 9. Funeral Expon,.., Administrative COIU, Mlscellaneoul ( 9) E.p.nll. ISchodulo HI 10. Dobll. Martgog. lIabllitle., lien. (Sch.dule I) (10) 11. Talal D.ducllon, (lalallinOl 9 & 101 12. Nol Valu. 01 E.'ale (lin. B mlnu, lin. 11) 13, Charitable and Governmenlal eequests (Schedule J) 14. Nel Valu. Subl.cllo To. (lin. 12 mlnu.llne 131 15, Amount olllno 14 taM-obi, at 6% rolo llncludo yalue. from Sfh.dulo K or Sch.dule M.) 16, Amounl of line 1A tOkoble at 15% role (Include yalue. from Sch.dule K or Sch.dul. M.I 17. P,lnclpalla. duo (Add 10. from IIn. 15 and from IIn. 16.1 18, Credits Spousal Poverty Credit + Pgo :aoo"b + f':c~ob 19. IIl1n. lB II groa'" ,han lino 17. entor ,he dille"nce an IIn. 19. Thl. IIlhe OVERPAYMENT. 204-30-5758 ex 1. Original Return O~. lImitod E,'are d6. 9/15/91, o o o o 26,703,14 12,585,67 (15) 515.396.61 )( .06 IS 30,923.80 Patricia R. Brown, Esquire H NUM 243-7922 ~ ... A, ~ Chodi. hCHO if you ora roquosting 0 rofund of your overpayment. x .15 a (17) 30,923.80 (16) z o ~ '" ... :l: o V I,,'.r..' 31,500,00 576.20 (1 B) (19) (20) _ (20A) (20B) 20, If line 17 Is greala, Ihan line 18, ont., ,he difference on line 20. This I. the TAX DUE. A. Enler Ihe Inlenn' on the bolonce due on line 20A. B. En"r Ihe 10'01 01 line 20 and 20A an line 20B. Thl. I. ,ho BALANCE DUE. Mako Check Payablo tal Roohler 01 Will.. Aoont ...... BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. Under penaltill of perjury, I declar'lhall have uomlned Ihb return, including accompanying ICh.dulll and Ifatemenll, and 10 lhe belt of my knowledge and b..lIef, II Ii true, corred and complele, I declare Ihal all real ellale hal been reported allrue market value. D.c1aralion of preparer other than lh perianal reprllentolive is baled on 011 Information of whIch preparer hos any knowledge. :'IGNATURE Of PlJI!.ON RlSPONS18Lf fOR filiNG RETURN AODREU DAn S1IDiA1Uin5nRfPARlJI OTHER THAN R[PRHlNTATIV[ ./2.. ,-Of:, t"'7i1~f r d_' 1<. '\...../...,._/ ADORE!.S 4 E. Liberty Ave., Carlisle PA 17013 5/31/95 DAn I -'--'---"--'" ~-~- ,,'~'-"'~~.'~ '"-,,_............ . ,~~ '1',,-, , '" .. '. ", PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (V') 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 on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideratlon~ If death occurred after December 12, 1982, did decedent transfer property within one year of X death without receiving adequate consideration~ ................................................. 3. Did decedent own an 'in trust for' bank account at his or her death~...................... YES NO X X X X X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, , ! , " I , IIY.lHeIl.lll" ~ . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY (OMMONW!ALTH 0' '!HHIYlVAHIA INHIIITANCI 'AX .ITUIN .laIDINT DlelDINT ESTATE OF WOOD, W. EARL (All P'OPlrty 10Inll,..oWftld wilh Ih. Right of 5wrwlwouhlp ,"u.1 b. dlldolld Oft Sch.dwl. '1 ITEM NUMBER 1, 1979 GMC Truck 2. 3, 4, 5. 6. DESCRIPTION VALUE AT DATE OP DEATH 2,500,00 Ploalo Prlnl ar T . FILE NUMBER 21-94-0852 Farmers Trust Company (checking account & Cert, of Deposit) PNC - Savings Account Meridian Bank - Certificate of Deposit Refund United of PA (11/8/94 258-0595) Refund United of PA (11/8/94 258-6795) Redemption of Atlantic Breeders Cooperative Revolving Fund Certificate '..;.- (A"och oddItIOftol'''- x 11-11I.."" more .pac.11 "HdMl,1 74,860,73 35,276,82 16,666,75 15,874,08 10,22 9,33 33.44 s 145 231. 37 Oli?.}i.,4....""'~~"~., ~-""....'- - ,",,"""',-, -_.,~. '-"~~ ~-. ,--<--,,',,",,', . . ......I.OtU.IJ,... COMMQHWUUH 0' 'IHNIUV'AH.. IH"UI'''HCI'''''UU'N IUIDlhI'OICIO...., SCHEDULE F JOINTLY.OWNED PROPERTY ESTATE Of WOOD W, EARL FILE NUMBER 21-94-0852 Join' 'onon'(.I. NAME A. Betty C. Wood ADDRESS 541 E. Old York Road Boiling Springs, PA 17007 RELATIONSHIP TO DECEDENT Daughter 8. C. Jo'n,ly..wnod proporty. ITEM LEnER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBn JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT OF ASSET 'lit INT. DECEDENT'S INTEREST 1. A 2/91 Certificate of Deposit 81,000.00 50% 40,500.00 No. 1763240141757 Accrued Interest 134.81 50% 67,40 2. A 8/89 Certificate of Deposit 56,052.85 50% 28,026,42 No. 17-31-155473 Accrued Interest 95.46 50% 47,73 3. A 12/90 Investment Certificate 39,613.76 50% 19,801.83 Mellon Bank No, A48526 Accrued Interest 54,47 50% 27,23 4. A 1/85 Bobcat 642 Skid Loader 6,000.00 50% 3,000,00 5. A Farm Esquipment (See 59,833,89 50% 29,916.94 Attached Partial List) - , TOTAL IAllo enter an IIn. 6.. Recapllulallon) S 121,388:55 (If more .pan iI n..d.d in..rt additional .h..h 01 lam. tlu) . , , . Estate of W, Earl Wood File Number 21-94-0852 SCHEDULE F - Item No, 5 Continued -..-,. -..-- ...~. .- - WEDNESDAY, MARCH 8, lG95 IONS , i ~ PUBLIC SALE WEDNESDAY. MARCH 15, 1995 - 9:00 A.M. lcclliofl: From Clrlslel""",Rl. 34 _10 Ill. 17. "'1_. 2Kmle.1O ,.... on lelt.ot Iran OoIsb1q '''''''' Ill. 7. not1I1lO Ill. 17. "'51 andlolow 10 ........on,.",. m~.:..:L FARM_. A.c. 607DdoselwMb, air.hut 0Ml1ltcwn99D;A.C.l}17W1d.lror4;A.C. \Ill; A.C. ca. W/cIIl..: 0Mr . bottom cuslion ~ _: Illmom II' tr.lsoat else; Be.. 12' aAtipacker; New kSeI 290 mcM'tr concitlonetj New ttlIIand 256 rake; New Idea 323 I - ClltJ1 pic""'ii1 A.C. 33 MID com llid<'!Llotenz 6 - E Pt,CUllvalor; \\M. 543 6 _ no . ol.Wer. hi. 56 . _ _ ol.W..: Walsh 200 Rei. Sll'lIYOf; New'- 273 bi..w~ 3 bal. wiIlIon~ NeW Ide. 38' -W!tOm<1'iIlI: 16' sk_iIMl<ii~ 10' _or: 2 New /del If;d. cu,., ...,. waaon~ A.c.lena. hlMst.. W/2 held.; Wood. 3 pt. 6 rotIIY IlIOWOr, 2. eJevIlot.... NVWlaa....: New Idea 10ftiII1.. ..._ "'- -; lllYei '": 0Mr. ~sc: A.C. 3 section hImlw: 2.2 _ tw. rows: 2 po.t hoI. dill....j lIUn. "'OYIIOl:bElcon. field SII'''''': Ii......, fNrUI bider. WqxMir _ematcr, MaflJlC . etectr1c wdd<<i VCtor lCe~ _. 2SWABW_ I _ b sIaned 'SoId by LeI1nm ancl DiIOf. CIlonbOfsblq. PA" WiIlIon SIll; -. waaon -~ '""" & _ ~..~ ""'" a....; IIl'Ib haY rcrl<; hay 1u;Ie; lIl'aiI craclel~.hoIe com _; 0Mr........ pIcw, potato ar'I"; "'" stooI;__I;....._. Gl.SOl.fC ENGWC ~OUI . New snow ''''''i !llls 01 ,.ow 'ere.: electric ''''''''j .e/ec. lone. posl.. """" and melIIalll..: MCClIauah _saws; Endless rwDl!l'.beII.. will.. ~ platform ~II..: 00..1 Cllte; dool &ltd; used metal root~ Chain hailf; '.101 cham; 1Ibl. "'Ii 250 a... """ """ 28' & 40' ut"'slon e: ~ector cheinj; steet_.lor ^C. C ~1C1ot sationary leed omder. CIlEP llARDEN.1RACTOA TIJIlWIM'WIEHTS IalJ(flQ EQW'MEHI' . 500 aM. MqomIer tx.tk lIr*; fnil(er lnitl; mil cau; mil buckets; With Vlts; can,..... IIIITCHEII Eow.Nr Ke1tSeS; Sliferl: UUsa.1 ltuHer; 2 ertnderl U On bench); sclldin.1tOu&h; SCf~PII1"""'scr_., ..... ""'"IMAU. BULOr<<IAI'l'IloX.I2'X 14' ~ '-ISW<<lINGI '1IUVER MUST REIIDYE" NDTE:NC_~_K"'andW"_ TERMS:CishotPAcIIeclI. LlIlChSlM1d!>YF...._Gtol(J.ZO .... T1U Ad. WIIllrW Be NlIoIied 0nc0I 1<.octIone1t:_M._C!.LC.254lt W.ElIf1_ESlIl. RIck For....... L" 1\163 _ C. _, EaeablJ OetIle:Wt:kInI. MI Ea'1 Old lbrtI Rd., -.. Soma. PA 17007 258679,"; 2U1018 PatricJI R.1Itcwn !: <. ." " ~ oIIY.UIOI,"t 11111 9:'J~'~ 'f.~VI~ COMMI)NW(Al fH O' PfNNULYANIA INHUIfANCI 'A. InuIN ..I~IO~~'..~~C~DIN_' ._ _ '.__ ESTATE O' SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE .ILE NUMBER WOOD, W, EARL 21-94-0852 THIS SCHEDULE MUST BECOMPUTED.AND F1LED,I',THE ANSWER TO ANY Of THE QUESTIONS ON THE REVERSE SIDE OFTH.E COVER SHEET IS YES. IlfM aESCRIPIION Of PROPERTY EXCLUSION TOTAL VALUE DE,<<;o. gf'~{'c~~t~V.Es NUMIER Indlld, nom. ol,h, bon".,..,lh.lr ,.Ial,cNuh,p 10 d.c.elenl, dul, O"fOnl"', OF ASSET INT. INfEAUT 1. Transferee: Betty C, Wood 3,000 Daughter of W, Earl Wood House at 501 East Old York Road, Boiling Springs, PA 17007 Date of Transfer: August 10, 1994 Deed Book 110, Page 7 - Tract No.1 See Attached 105,000 100% 102,000,00 2. Transferee: Betty C, Wood Daughter of W, Earl Wood House at 400 Fourth Street Boiling Springs, PA 17007 Date of Transfer: August 10, 1994 Deed Book 110, Page 7 - Tract No.2 See Attached 47,500 100% 47,500.00 Transferee: Betty C. Wood 3. 95 acre farm at NE corner of the intersection of LR 21065 and PA Route 174, South Middleton Twp., Cumberland County, PA, as recorded in Deed Book 110, Page 8 - Tract No. 3 See Attached 277,130 50% 138,565,50 See Also Attached - Appraisal for Items No. 1 & 2 and Assessment for Item No. 3 .__,_.___,____!~T.~HAI~,!."!.!.!!'~!~!!!Dpll~~I~."L J18.8"O~5 .50 . '" more 'pac, i, n..d.d, inl." adcUional ,h..,. 0' lam, ,I,..} \ .. .------,.#-..--- 10 Estate of W. Earl Wood File Number 21-94-0852 GEORGE L. EIlENER & ASSOCIATES REAL'JURS lB "1..,IOIl' Resldenllal, Commerclsl & Farma Appralsels . Sales. Rentals """I", iils rnJ17 0r;:1rf. 17'~ , :~;~.., - I < OCT 26 199~ J' lJw. _ We recently inspected the properties of W, Earl Wood, in South Middleton Township,Cumberland County, Pa" to det- ermine estimates of their value as of September 15, 1994, the date of death of W, Earl Wood, PROPERTY NO. 11 known as No, 400 Fourth Street, Boiling Springs, Pa" as recorded in Deed Book 31-I-390, now Book 110, Page 7, and assessed at $5310.00 for tax purposes, This property is located at the intersection of Walnut and Fourth Streets, with 47 ft, frontage on Walnut Street and extending in depth along Fourth Street a distance of approx- imately 147 ft, to a pUblic alley, It is improved with an old 2~ story frame dwelling with vinyl siding and slate roof, The kitchen cabinets and all appliances are the property of the Tenant, who has resided in the property for fifty years, The slate roof should be replaced as there are numerous water stains in the ceilings throughout the dwelling, It -.p-. .... ...,. ................-- SCHEDULE G - ITEMS 1 & 2 139 Wesi'Hlgh S"eel. Cerllsle, PA 17013.2991 (717) 243-6195 October 20, 1994 Patricia R, Brown KAYER and BROWN Attorneys at Law Liberty Loft 4 E, Liberty Avenue Carlisle, PA, 17013 Dear Ms, Brown 1 We are licensed Real Estate Brokers, licensed by the Commonwealth of pennsylvania,. and have been actively engaged in the real estate business for over thirty-eight and eighteen years respectively, in the Cumberland County area, We are thoroughly familiar with real estate values in the area, lacks modernization and is not insulated, however it does have vinyl siding and storm windows and doors, Located at the rear of the lot along Fourth Street is a 18 X 10 ft.frame garge with asphalt shingle roof. Some slate is missing from the roof of the dwelling and it is questionable whether the leaks have been corrected, It presently rents for $450,00 per month, and the Tenant pays all utilities, We estimate the value of this property to be FORTY SEVEN THOUSAND FIVE HUNDRED DOLLARS ($47,500,00), PROPERTY NO, 2, is located at the Northeast intersection of Petersburg Road and Route 174 (S,R, 2003), it fronts approx- mately 204 ft, along the North side of Old York Road (Route 174 and extends in depth approximately 341 ft. along the East side of Petersburg Road, is 154 ft. wide at the rear and is approximately J1. ft. deep on the East side, It is improved with a 28 X 72 ft. brick ranch style dwelling house with two-car garage built in 1979, The dwellingcontains a large kitchen with cherry cabinets, double stainless steel sink, and electric range, formal dining room with wall to wall carpet, living room with wall, to wall carpet, three bedrooms with large closets and wall to wall carpet and one bathroom with ceramic tile walls and a vanity, The full basement has entrance from the garage, has 200 amp electric service, electric water heater, and the property has electric radiant ceiling heat, This property is approximately 13 years old and have never been occupied, has a blacktopped driveway leading from Petersburg Road to the garage at the rear of the dwelling, and has automatic door opener, We estimate the value of this property at ONE HUNDRED FIVE ~HOUSAND DOLLARS ($105,000.00), We have properties, untarily and no interest of any nature whatsoever in these These estimates of values are given by us vol- without liability on our part, Sincere~, ~. '-~ r/' . ';':"///-1 ....-; v!'7d.......1 Georg.,....-L.Ebener (7)::1:bP:;-i:;;~ Charles L, Wenger,G Broker/Partner' . GLE,CLW/jm QtolllllU of QtulllberlullLl BOARD OF ASSESSMENT & REVISION OF TAXES . ROBERT H. C. LISSE A&SE65Io4ENT. TAk ADMINISTRATOR Bill Reath, CPE Aslluor OLD COURTHOUSE ANNEX CARUSLE. PA 17013 717.240.6350 Weat Shore 697-()371 Ext 6350 Shlpponaburg 632.72116 Ex16350 Estate of W, Earl Wood File Number 21-94-0852 RANDY L. WAGGONER CHIEF ASSESSOR HORACE A. JOHNSON SOLICITOR STEPHEN D. TILEY ASSISTANT SOLICITOR CHIEf CLERIUCOUNTY ADMINISTRATOR SCHEDULE G - ITEM 3 CONTINUED Cltumberlanb Cltnunty ilnnr~ of 1\sfltssmtnt anb .euisinn nf waxes 1 COURTHOUSE S~UARE, CARLISLE, p" 17013 (11n24G-e3!1O fi') f? r;;Y::Jf')n r-rr'~ I , . NOV 14 199~ ~ ~ L...J ... La. ....... November 10, 1994 Pal Brown. Allorney al Law Kayer and Brown 4 E. Llberly Avenue Cerllsle, PA 17013 -............-..... .......---........ REI County Parcel 40-11~02a6-016 97.35 Acree owned by Belty C. Wood Dear Mrs. Brown: As pe r ou r conve r sa t Ion I he Cunlbe. I and Counl Y A. ",;6 slI",n t 0111 ce would assess 2 acres dnd all Improvements from the <<bove reltHenced parcel dt IZ,IOO. The IUI1l,\Inln'J US dCles would Ihen be assessnd al 6,69U. Also, lor you. Inlormallon the currenl common level ratio IS 13.33. II YOll have any lurther qU&SIIClnS please contact our office. ~I~ Bill Reath,CPE Assessor ,,' a.1 /J4-I~:( 1-L.7',.;} Estate of W, Earl Wood File Number 21-94-0852 Trael No, I.Parcel No. 40.11.0286.14 Tract No. 2.Pnrcel No. 4O.30.26S9.()IO Tract No. 3.Pareel No. 4lJ.11.o286-16 SCHEDULE G - Con tl nued DEED mls DEED made this Jflt:.. day of August, 1994, BETWEEN W, EARL WOOD, a widower, of 541 East Old York Road, Boiling Springs, South Middleton Township, Cumberland County, Pennsylvania, "GRANTOR", AND BETrY C. WOOD,:l single person, of 541 East Old York Road, Bolling Springs, South Middleton Township, Cumberland County, Pennsylvania "GRANTEE": WITNESSETH: That In consideration of One Dollar ($1.00), In hand paid, the receipt whereof is hereby acknowledged, the Grantor does hereby grant and convey to the said Grantee: TRACf I: ALL that certain tract of land situate, lying and being in the Township of South Middleton Township, County of Cumberland, Pennsylvania, bounded and described as follows: BEGINNING lit II stone In the center of the Shlppenshurg Rnad (Penna. State Highway Route No. 174); at corner of lands now or formerly of Levan H, Brehm; thence along land now or formerly of said Levan H. Brehm North 6 degrees 10 minutes West 31H feel to a stake; thence by lands now or formerly of said Levan H. Brehm, North 87 degrees 30 minutes West, 154 feet to a stone in the center of public road, known as the Petersburg Road; thence by the center of said public road, South I degree 45 minutes West 341.75 feet to a point in the center of said public road where it intersects the Shippensburg Road (Penna. State Highway Route No. 174); thence by the center of the said Shippensburg Road (Penna. State Highway Route No. 174) North 84 degrees 30 minutes East, 204.7 feet to a Slone, the place of BEGINNING. BEING the same property which was conveyed to W, Earl Wood and Viola M. Wood, his wife, by Herman W. Myers and Mary Shuman Myers, his wife, by Deed dated April 16, 1966, and recorded in the Office of the Recorder of Deeds for Cumberland County in Deed Book Y, Vol. 21, Page 114. Viola M. Wood died October 30,1984, thus vesting full title in said premises inW. Earl Wood. TRACf 2: ALL that certain tract of land with the improvements thereon erected situate in the Village of Boiling Springs, Cumberland County, Pennsylvania, bounded and described as follows: &O(lr Lto r~Ct 7 r:1.,.llldoo4al....,.,.. JI4 BEGINNING at the corner of Walnut Street and Fourth Street: thence by said Walnut Streel, South 34 3/4 degrees Enst 47 feet to line of land now or formerly of George W. Cornman, now or formerly of the Estate of LlIIie Ki,mmelj thence by said lot now or formerly of the Eslllte of Lillie Kimmel, North 55 1/4 degrees East 146 feet to an alley; thence by said alley, North 34 3/4 degrees West 47 feet to Fourth Street; thence by said Fourth Street, Soulh 55 1/4 degrees West 146 feet 10 the Place of BEGINNING, having thereon erected a two and one-half story frame dwelling house and other Improvements. BEING the same property which wns conveyed as Tract No. 1 to W, Earl Wood, widower, by W, Earl Wood and Betty C. Wood, Administrators of the Estate of Viola M, Wood, deceased; W. Earl Wood, widower; and Belly C. Wood, single person, by Deed dated June 26, 1985, and recorded in the office of the Recorder of Deeds in Deed Book 31, Vol. I, Page 390, TRACf 3: An undivided one.half interest in ALL that certain tract of land with Improvements thereon erected situate in South Middleton Township, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at a stone, a corner of land now or formerly of Jacob Melxel; thence by land now or formerly of the said Jacob Melxel and land formerly of Robert Irvine's Heirs, now or formerly of Harry Shultz, North 1 degree West 123 perches to a point; thence by land formerly of S. A. Abrlm's Heirs, now or formerly of the Estate of Mary Amanda Snyder, South 85 3/4 degrees West 137.8 perches to a point; Ihence by land now or formerly of J. King Weakley, South 3 1/2 degrees East 51.4 perches, more or less, to a stone; thence by land formerly of Bessie R. Shelron, now or formerly of Herman Myers, South 87 degrees 30 minutes East 154 feet to a stake; thence by same, South 6 degrees 10 minutes East 318 feel to a stone in the Shippensburg Road, now known ns the York Road; thence by the same and the center of said Road, South 84 degrees 30 minutes West 188.2 feet to a point in the center of said Road; thence by said Road and land now or formerly of Francis Albright, South 31 degrees East 56 perches to a point in said Road; thence by land formerly of Jacob Gleim, now or formerly of Arthur Sheaffer and land now or formerly of Jacob Meixel, North 86 1/2 degrees East 105,6 perches to the place of BEGINNING. CONTAINING 97 acres 57 perches, more or less, and being improved with a dwelling house and farm buildings known as 541 East Old Yark Road, Boiling Springs, Pennsylvania. BEING the same undivided one-half Interest in premises conveyed as Tract No.2 to W. Earl Wood, widower, by W. Earl Wood and Betty C. Wood, Administrators of the Estate of Viola M. Wood, deceased: W. Earl Wood, widower; and Belly C. Wood, single person, by Deed dated June 26, 1985, and recorded in the office of the Recorder of Deeds In Deed Book 31, Yol. I, Page 390. 2 II c: ~)0~ Q.. )I, '. .. ,- , .'..,-....:' '. -,.,-",,#".-~,,!,)-1';' c:\wp.llldecdtlwoo,I,d,d. JW , AND the Grantor hereby covenants and agrees that he will warrant generally the property hereby conveyed, THIS conveyance Is exempt from Pennsylvania Realty Transfer Tax because It Is a transfer between parent and child. IN WITNESS WHEREOF, said Grantor has hereunto set his hand and seal the day and year first above written. Signed, Sealed and Dellvtrtd In the l'rtsenr.e n/: ::]In I h !rll.1A.t..../--f- /)ft, (;G/,., Y' r!l~-d... W,EARLW OD . COMMONWEALTH OF PENNSYLVANIA ) : 55. COUNTY OF CUMBER~ ) On this, the 1~:\1c- day of August, 1994, before me, the undersigned officer, personally appeared W. EARL WOol),k;mwn to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. IN wn"NESS WHEREOF, I hereunt 3 BOOk 110 PACE . q rf'~,~ c:\wp.lIId<odII.....,..... jW ',.... ,"-. . I do hereby certlfy that the precise residence and complete post office address of the within named Grantee Is: 541 East Old York Road. Boilln~ Springs. PA 17007 Date ? /1'''' h If r (O),h r)lk]~- Attorney for ~ (N Ts) COMMONWEALTH OF PENNSYLVANIA ) : 8S. COUNTY OF CUMBERLAND ) RECORDED on this ~ day of _J (', . 1994, In the Recorder's Office of the said County, In Deed Book 'I . Volume'- . Page i Given under my hand and seal of the said office, the date above written, ~~~ "':~'..',"; ,.,' ,'..",,..,...~ , '.......,.: . 'UJl,,!-fJ '. . "~':\J "0' '. . . ,.("~:!~:~.;...~Q)I"","~' .: ~:'/:,.4k;':'p;,J.,;1,~:i~1i," "~' ~ .,,' ~'l ...' , . . l~,.". ", . '" of . , . '" "~"'",,'-~J: '"'_ .iA'IrI~./:"( , r;;. ,'.,' c..,), ..h',,,,7.,,V\i(;/L":. , .... 'l~('~""'" , ,.... .~ ~-;~' \'r tr~'1t7i.~~~'f1)JJ.i , :..'. '.,,,,~, '." ,..,' .. . f,)) .;~t:"~.~~.';.,;- ~1/" to t" ,,_~r~ '..'r...... . (\",'" . " '. 'r.' t.~.' '... y." 'iJ .............J ,( , lV' ,~,..l.:" <,'..... rl"'uv:"a:.~... .. " ,., 1\ :"1 ,; \' ",., ,.'.." , ... . ". I., .' .... :g : Co:l IQ: en 4 6l!o~ 110 PAtr . 0 . t.o ..:: , ::D .= W I-" o n c. z: :.n :JJ m'" n ru g ". :u -J '''I ,- 0 :.., ;; (11 -I t:.l ;:J ~ 1: (') 0,--4 0"'- c: c"" zmC') -tm~ -<c:o 'en ... ~ '.rv,lIl1"n; ...... ESTATE OF Ploa.. Prlnl or T e FILE NUMBER 21-94-0852 ~:~ COMMONWEAlTH O' 'INNSYlVANIA IHHunANCI TAX IUTUlH IUSlDIHT DICfDINT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE com AND MISCELLANEOUS EXPENSES IWOD H. EARL ITEM NUMBER A. Funeral Exponl'" 1. B. 1. 2. 3. C. DESCRIPTION $ 3,251.00 Hoffman & Roth Services, Death Certificates (8), Flowers, Pastor West Minister Cemetary, Inc. Vault & Casket Stone Inscription Monument Admlnlltrotlvo COlli' Porsonal Rlprl.lnlallvl Commllllan. Social Slcurlty Numblr 01 Plrsonal Rapr","nlallva: Ylor Commllllon. paid Attorn.y F.I. Patricia R. Brown, Esquire Family e,"mpllon Clolmanl Betty C. Wood Rllollanshlp Daugh ter Addrl.. of Clolmant 01 dlcldlnl's dlalh Slrll' Addrl" 541 Eas tOld Clly Boiling Springs York Road 51011 P A Zip Coda 4. Proball Fils Petition for Letters Tes tomentary 1. MIsClllanooul eXplnleS: Appraisal !Real Estate) Geo. Ebener Appraisal Farm Equipment) Peterman Appraisal Guns) Appraisal Truck) transfer The Sentinel - Estate Notice Cumberland Law Journal - Estate Notice Costs of Public Sale of Jointly Owned Farm See Attached for breakdown 2. 3, 4. 3,365.00 60,00 500,00 17007 375.00 75.00 78,50 72,20 40,00 Esquipment TOTAL (Also anllr on line 9, Rlcopllulollon) (II marl Ipace Is n..dod, Inlert additional ....... of lamo size) AMOUNT 7,176.00 15,000,00 2,000,00 89.00 640,70 1,797.44 S 26,703.14 " , . , ~ > ~ " ~. ~ . ~; if 'f ; .: ~ Estate of W. Earl Wood File Number 21-94-0852 " SCHEDULE H - Item C - No, 4 Continued Kevin M, Wickard, Auctioneer: 4% of $62,919,25 Advertising Porta-John Rowe's Print Shop News Chronicle Lancaster Farming Fry Communications $ 2,515.83 509,53 60.00 31.01 51.12 229.90 197,50 TOTAL COSTS $ 3,594,89 * * 50% of $3,594,89 . $1,797,44 -----"'-_._----~- '-'--~----~-----.:-. "-'-'-' - 11\1,11111"110".1* COMMON WI AI'" O. "N~jS"VAtjjA INHIIIUNCI u. .nUIN InIOINlOICIDIN' ESTATE OF ITEM NUMBER 1. 2. 3, 4, 5. 6. 7. 8. 9. 10, 11. 12, 13. 14. 15, 16. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLlTIES AND LIENS AMOUNT WOOD, \~, EARL FILE NUMBER 21-94-0852 DEseRI PTION Attorneys: Flower, Morgenthal, Flower & Lindsay Preparation of Power of Attorney, Will, Deed Tri-County Ambulance Service Nursing Home to Doctor and Return Three Springs Family Practice (hospitalization) Three Springs Family Practice (doctor) Farm Equipment Repair - turbo for mower (Peterman) Replace concrete walk at 541 E. Old York Road J,E, Brownawell Painting at 541 E, Old York Road (Trim, windows, doors, porch, garage and roofs) United of PA Met-Ed Miscellaneous Medical Bills (RWC Physicians, Carlisle Imaging, Masland Assoc.) Real Estate Taxes: Property at Walnut & 4th Street, Boiling Springs Property at 501 E. Old York Road, Boiling Springs Property at 541 E. Old York Road, Boiling Springs 50% of total taxes due $2,723.49 Personal Taxes J,L. Skelly - Annual furnance check and oil at properties located: 541 E. Old York Road, 501 E. Old York Road, and 4th Street Green belt Auto Parts - tractor bill ConPharma (medical supplies for colostomy) TV Cable (Leader Nursing Home) Bruce A. Lebo - powerless boiler TOTAL (Aha ,n'or on IIn, 10, Recopltulatlonl 'If mar. 'pace i, ne.d.d in,.rt additiDnal,heeh 0' 'ome size) 692.00 90.00 86.62 37.73 1,282.37 366,00 3,675.00 168,66 125.78 45.72 695.61 1,277,25 1,361. 74 83.00 420.47 30.64 87.08 5.00 2,055.00 $12,585.67 II" ltlll'. It "I SCHEDULE J BENEFICIARIES c.J~'O '!:'1Jia' (OM..O......I'I'" 0' "...,.,'1....",.. ,H""'''''''U''''U'U''' I"IO,"'O'UOI"' fiLE NUMBER UTAtE Of 21-94-0852 WOOD, W, EARL AMOUNT OR SHARf Of ESTATE ITEM NUMBER NAME AND ADDRUS Of BENEfICIARY RELATIONSHIP I. A, lallabl. a.qU""1 Betty C. Wood 541 East Old York Road Boiling Springs, PA 17007 Daughter 100% ITEM NUMBER NAME AND ADDRESS Of BENEfiCIARY AMOUNT OR SHARE Of ESTAtE 8. Charitabl. and Goy.,nm.nlal a.qU""1 \, TOTAL CHARitABLE AND GOVERNMENTAL BEQUESTS lAho ,.", D. Ii., t3. Rocopl,olo,lo.1 5 (If mo'. .poce Is n..ded, inu" additional ahula of aam. Iln) . -. . . o. . _. . 3Ettst Mill nub Qfestnmeut OF W. EARL WOOD I, W. EARL WOOD oC South Middleton Township, Boiling Springs, Cumberland County, Pennsylvania, declare this Instrument to be my Last Will and Testament, in manner and form following: FIRST: I hereby expressly revoke all Wills and Codicils hereto Core made by me. SECOND: I hereby direct my Executrix to pay all my just debts, Cuneral and administrative expenses out oC my estate, as soon as practicable aCter my death. THIRD: I direct that all taxes which may be assessed in consequence of my death oC whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part oC the administration oC my estate. FOURTH: I give, devise and bequeath the remainder of my estate, oC every nature and wherever situated, to my daughter, BErrY C. WOOD. FIFTH: I hereby nominate, constitute and appoint my daughter, BErrY C. WOOD, as Executrix of this my Last Will and Testament. No personal representative shall j ~, . q. --'-- " .- .,....- '., . .-. ~ '. .: .'" . .- be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal this / D /1, day of August, 1994. dr; tt-1l.JJ df' ~ W. L WOOD SIGNED, SEALED, PUBUSHED and DECLARED in the presence of: ~MIJ~-' ? 4H,. b~\fr?, ~ 2 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : 55. '. . -. ..' . .. I, W. EARL WOOD, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will: that I signed it willingly; and that I signed it as my free and voluntary act Cor the purposes therein expressed. J~ or affirmed to and acknowledged before me, by W. EARL WOOD, Testator, this day of August, 1994. (J(;: t~ ~) Dr~ W. EARL WOOD, Tes ator NOTARI4L SEAL JACOUElINE L. ORAWBAUGH. NOTARY PUBLIC CARLISLE BOROUGH. CUMBERLAND CO PA MY COMMISSIOH EXPIRES AUGUST 14.i!l95 3 -... - ...~. _. .-.., '. -- / (,. J~~{- /1 V REV-1547 EX AFP (12.94* CotttOHWEAL TH Of PEHHSYLVAHIA DEPARTttEHT Of REVEN.E IUREAU OF INDIVIDUAL TAXII DEPT. U0601 HARRISBURG, Pi 171ZI-0601 ILI-)39-'1 C/ NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSfSSHENT OF TAX ACN 101 DATE 09-12-95 FILE NO. 09-15-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMXT PAYMENT TO: PATRICIA R BRDWN ESQ 4 EAST LIBERTY AVE CARLISLE PA 17013 REGISTER DF WILLS CUMBERLAND CO CDURT HDUSE CARLISLE, PA 17013 Aooount R..ltted 1 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE\i= isW"ix-AFP"liz":94Y.iliii"icE""ei,,-YriHiifii'iiifci.TA'x.APpJJiiiiiiiiiili'.;.ALi."liiiiiHCi.iili..---.......---.- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WDDD W E FILE NO. 21 94-0B52 ACN 101 DATE 09-12-95 TAX RETURN WAS. I X I ACCEPTED AS FILED I I CHANDED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool Eot.to ISch.dulo AI III 2. Stocko end Bond. IS_duI. BI 121 S. Cl...ly Hold Stock/Portn.r.hlp Intoro.t ISchodul. CI ISI 4. Hortg_./Noto. R....lv.,l. ISchedul. DI 141 S. C..hlD... Dapol1ta'Hlac. Par.onal Property (Schedul. E) (S) 6. JointlY Owned Property IScheduI. FI 161 7. Tran.fara (Schedule 0) (7) I. Total A...t. .00 ,DO .00 .00 145.231.37 121.388.55 288.065.50 leI 55",6B5.42 APPROVED DEDUCTIONS AND EXEMPTIONS: 26,703.14 9. Funaral Expan.../A~. Co.ta/Hila. Expan... (Schedull H) (,) lD. D.bh/Hortgogo LlablUUo./Ll.n. ISchodul. II llDI 12.585.67 11. Total Deduotion. Ill) 12. Hot V.luo of To. R.tvrn 1121 15. Charitable/GovlrnMent.1 Bequalt. (Schedule 4) (13) 14. Hot V.lvo of E.tot. Subjoot t. T.. 1141 NOTEI I~ an asseBs.ent was issued previOUSlY, lines 14, 15 and/or 16, 17 and 18 will r.,lDct ~igures that include the total of abb rDturna aBsessed to date. ASSESSMENT OF TAXI lS. Aaount of Llo. 14 .t Spoulll r.t. 1151 16. Aaount of Line 14 taxable at Lina.l/CI... A rat. (16) 17. A~t of Line 14 taxable at Call.tar.I/CI... 8 rat. (17) 11. Principal Tax Due TAX CREDITS I PAYHENT DATE 12-15-94 ~q .?RR R1 515,396.61 .00 515,396.61 .00x.03. 515.396.61 K.06. .OOX.15. llel .00 30.923.80 .00 30.923.80 RECEIPT NUHBER MM913294 DISCOUNT 1+1 INTEREST I-I 1,546.19 30,000.00 AItDUHT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 31.546.19 622.39CR .00 622.39CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN 61, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I \0 .. ( V;, ,~, ;1- .^ f'l p~ - - fh (i-' hill. '1 ' "'t3 u, n: . UO .._'110111 ""'" ., __II dvl... ... or bo'." ...._r U. ltA. .. If ... fUtur. Int.,..t In tho ..t.t. 1. t'....'.rr... In ,.......... ., ...,..-' t. CI... I e..II.tor.1I _1101.'1.. ., tho .........t .ltor tho ....Intl", ., .... ..t.t. ,., II'. ., ,., '''''' tho C........lth ho,'" .,.,...1. ,...,... tho ,Ioht t. ...,.,.. ... ...... t,....,., lnho'lt.... T.... I' ~ ,..,ul Cl... . C".I.'.'11) rl" on ~w IUCh tutur. lnt.,..t. P\IIPOII 01' IIITlCll I. full111 tho ,...1,_11 ., 1M"'" II" ., tho Inho'II.... ... Eollt. T.' ..t. lot II ., 1991. 12 P.I. IHtlon Iue, P.....H" 00'0011 tho t... ,.,tlon ., thll Notl.. ... ._It with ...., p..-t t. tho ...I.tor ., Wllto prInt... ... tho ,...,.. 01.... ........ ohMk Dr 110M' order PIV_'e '.t UOl.TEI OF MILLS, AOEHT AU "pent. ,...lVN ...11 flnt be ..UM to .,y Inter..' which "Y 1M due with WlV ,...lnder 1lPP1l~ to the tp, RU"" leRl. I ,.'und ., . ,.. .....It, ...1... wo' not ,......t... '" tho T.. R.l1lm. ... bo ,......t... ." ._l.tI.. ... "1pp1l00"'" f.r ..fund .f p~.vly...l. I~rl'.no. .nd E"'" TI." (REV-ISIS), Application. .r. avell_'1 .t ~ Office of ~ ...a.,., If Mill., "'V Df tne " R.v~ DI.\rlot o"le.., Dr bv CIlllng the ,peale' Z4.haur ......'1"1 ..rvl.' ~r' '.r '0'" ordtrlntl In p.nnlylv.n'1 1~8Ga.S6Z-Z0SD, out.lde pennlYlv.n11 ~ within IDlII t"rrl~r. .r.. .'17) 7"-1094, TUDI (111) 111-Z1St (>>elrlng 1.,.lred Only). OIJlCTI...., In. .ortv In In'....t not ..11.11... with thO .....I_t. .11...... ., .1..11...... ., ......tI"'.. ., ......-t .f tl. llnaludl", dl.count .r Int.r..t) .. .hown on thl. Motlc. lU.t obj.ct ~Ithln sixty (6Q) day. of r.celpt of 'hi. HoU.. bYI ....I"... p,.tll' t. thO PI .....t....t ., ......... 100'. ., _'" ...t. UlOll. H.rrto...,.. PI 17lll-lOll. OR ...I..Uon to hIIv' the ..U.r d.'.r.lnltd .t eudlt of \hi ecCCM.W'lt of the ptIr10nel rlPn,ent.Uv., OR .......1 to thl Drphlnl' Court. IIHtlN l1IRIIIW cQAltlC Tl DHlI ,..tUlI .rror. dllaov.red on 'hi. ......eent should be eddr...ed In ~rl'lno tOI PA DeP.rt..nt of R.v~, lureltU of Intllvldull f...., AfT"1 POlt A.........t $1...,1.. Unit, Dept. 210601, Hlirrhburll, PA 11121-0601 pt,onII (7111 ,.'-"01. ,.. p'" S of the bookl.t "In.truaUon. far IntMrltenco Ta. R.turn for' R..ld."t Decedent" CRIV-IIII) for .n ..pl.n.tlon of ~lnl.tr.tlv.ly correatlblo .rrar.. II .... t.. _ I. p.l. within th,.. III ..1......' _th. .Ilor tho .........t.. ...th. . five ..,....t em .to.....t ., the tl. p.ld II .11....... Int.nlt I, ctMr.... bellnnlng ",lth flr.t d.y of delinquencY, or nlM (9) .."tn. .-.d OM (1) day fr" the deto of tlMth, to the dlto of p.YMftt. T.... Ntllch boCaM deUnquent beforo ......N 1, 191t bear Int.r..t e' the Mlt. of II_ ('X) percent ,.,. ~ clleul.led ., . dally rlto of .000164. All t,," whiM beCIM d.Unquent on end aftlr JlnUllrv I, nn ",Ill bel" Int.r..' at e nt. which ~lll Vlry fr.. celendlr yMr to celendar ynr ~Ith u.t ,..t. .nnounGed by thl PA Dep.,.t..nt of R.venue. The ~llclbl. lnt.,...t r.t.. for 191Z th,.ough 1995 arel DllCCUlf I IH'[RlIT I Y'lr Intenlt A.tl D.lly Intorll' 'Mtor !!!!' Intl,.II' ht. nally Int.,..,t 'Mtor - 19U IIX .DDDiU 1911 9X .000147 1911 lAX .0DDUa .....1". aX .000501 19M lIX .DDDSDl 1991 9X .000141 1911 IIX .0DDS56 1995-1994 7X .OD0l9t 19" lOX .ODDZ14 1995 9X .aDDUl .-I"t.r..t t, c.laul.ted II fOU....1 INTERElT . BALANCE OF TAX UNPAID X NUnBER OF DAYB DELINQUENT X DAILY INTEREBT FACTOR -.AnW Motla. I..ued .ft.r the taM beG.... delinquent will ref1eat en lnt.,...t cllculltlon to fifteen (15) day. beYond the dete of the ........,t. If PI~t I. .-de .fhr thO lnt.rllt c...,utaUon date IIhoWl on tho Hotlce, IMkIltlonel Inter..t .."t ~ c.1eul.ted. / .:r t ~ 5'15'- II ILJ. .;j?>c;..Lj c..- ACN 101 REV-1607 EX AFP (12-94)* cOtttOHWEAL m OF' PENNSYLVANIA llEPAATltDIT Of' ll!'/EHlE IlJR[AU Of' INDIVIDUAL TAXEI DEPT. 110601 HARAIIIURD, PA 171ZI-0601 XNHERXTANCE TAX STATEMENT OF ACCOUNT DATE 10-02-95 WOOD W E FILE NO. 21 94-0852 09-15.94 cOUNTY CUMBERLAND NOTE. TD INSURE PROPER CREDIT TO YOUR ACCOUlT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYMENT TO THE ADDRESS SHOIIIl. IlAXE CHECX PAYABLE AND REHIT PAYHENT TO. , PATRICIA R BROWN ESQ 4 EAST LIBERTY AVE CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 haunt RHltt-.l CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ ifiv=i6oj-EX.AFP-.nZ-:94Y.--.--iiii".IilHERiYAiicir-;:A"x.ii'fATEiiiri;:.DF-ACciiiiHT--ii..ii-....---....-.----.-- ESTATE OF WOOD W E FILE NO. 21 94-0852 ACN 101 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE 10-02-95 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 09-05-95 PRINCIPAL TAX DUEl. 30,923.80 PAYMENTS (TAX CREDITS). PAYMENT DATE 12-15-94 09-13-95 RECEIPT NUMBER MM913294 REFUND DISCOUNT (+) INTEREST (.) 1,546.19 .00 30,000.00 622.39- AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST lOTAL DUE 30,923.80 .00 .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL OUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. If TOTAL OUE IS REFLECTED AS A "CREDIT" CCRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I . nn \l~ :D ern '-q\l. p, . \ " ,-, ,-, ~ I 0\ 1 ) " , :;1 .~ -I 'AMNII Det.... 'M ,,, ",Uon .f '''II HoUe. If'Id .ut.lt with your P.,.."t .... plv.l. to the MH .. Iddr... ,'In'" -n iN ,.VI,., .Ide. If ..IDOff DltfDDfT .... cMck or 110M)' or.r p.plll. tOI REGISTER OF WILLS. AGENT. If .......IDlHT DEctDDfT ... check or ~1 order p.pbh tOI CotltOHWEALTH OF PENNSYLVANIA. au "WMf'It. .....Ived lIMn be .".1Ied fir.' to Mr Int.,..t which _1 be dull with ~1 ,...SneII.. ...l1l1d to thII t... M'. IClU. A ,.,\ftI If . tu credit, WiSch WII. not requ..hd on the Tax Rlturn, _1 be r"u..tM bv c~ht1n1 M .........U." 'Dr R.fund .f P.......yl"..d. Inhllr1t~ _ Elt,t, Tu" (REV-nU). Appl1CIUonl .t. 1.,.11abl, .t ,.. Off... of the .....br ., WUh, ."y of tM ZJ Alv..- Dhlrlet Offle" or 'rOIl ttM ~.rtMntt. U-hour 1n...,lnt ..rvlcl ~r. for for.. orderlngl In Penn-rlv~l. 1-100-5'1-2050, out,lde Pennlvlv.nll ~ Nlthln 100lS Herrl~r' .,.. (717) 117-1094, TDD' (717) 77Z-ZlSZ CHee,Ing 1.,.I,ed only', .'LY '01 Due.Uon. ,...rdlhl .rran cont.lned an thll naUu should be Mldr...ed tal PA Dep.rt-.nt of R.vtnM, .un.... .f Indlvldull T...., ATTN. Pa.t A.....-ent R.vl.. unit, Dept. 210'01, HarrisbUrg, Pi 11121-0601, phone C 11 PI 7176"01. If MY tPl WI II p.ld wIthin thr.. (51 al.ndar llanth. aft.r '*'- Me.ant'. duth, . flv. percent (U) dbeount .f the t.. p.ld II .1Iowed. DIICOUNT. INU_1f . Int.rllt II chIrged beelMlng Mlth Ur1t dey of d1Unqu.ncv, ar nl.... cn ItDf1thl end OM (1) dill frM the dllit. of de.th, to tM d1t. of P'YNnt. T.... Mhlch b~ delinquent belon Jenuarv 1, 1912 b.., Int.,..t .t the rat. of II. (61U ,.rcMt ,.r ~ c.lcul.ted .t . ally r.t. of .DOOIM. All tu.. which bee.. dellnquMt on IInd .ft.r Jenulry I, 1"1 will bur Int.,.1t .t . nt. which will wrv IrM c.lender v..r to e.l....r v..r "lth that Mlb ~Id by the PA DIp.,......t of RlvWIIJI. The ...U~h Int.,..t r.b. far .912 through .995 .nl V.., Int.,..t R.b D.lly Int.r..t FlOtar V.., Int.,..t R.t. D.11v Int.r..t Factar 1'12 IU .OOOS41 .911 OX 6DD0247 191' 'U .000418 .9"-1991 llX .oonDl ,- UX .OOllSOl '''I OX .000241 ..15 UX .001lS" 1"5-1994 n .000.'2 19" lOX .oaa274 '''5 OX 6000241 ""Intlr..t II c.lculated .. lallOM" IfITEIlElT . BALANCE OF TAlC UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ".Any Hatlc. luwd .tt.r the t.. becOlMlI dall~t "Ill raflect IIn Int.r..t c.leulatlon to 11ft"" US) days beYond the d1t. a' tM ........,t. If p.~t II ... .'lIr the Int.,..t cOIlPUtatlon dIIt. IhoHn on tM Hatlc., Mdltlonal Intlra.t "'It be c.lcul.t.... 'tt.~~l;~1::;~!-.\.:,.~i:'"';f"~~~iY~Y',~::~",.~~~;,~-_.; -'~:rr,'~ :_;,- .::l/-'7/..j - SS.;l . FAMILY SETI'LEMENT AND FINAL ItELEASE IN ESTATE OF W. EARL WOOD KNOW ALL MEN BY THESE I'ltESENTS, thut WHEREAS, W. Eurl Wood, lute of Smuh Middleton Township, Cumberluud County,l'ennsylvuniu, deceused, died testute on September 15, 1994, IllIvlng first mude his Last Wlllund Testument, which wus duly executed ou August 10, 1994, lIIulis duly recorded In Register of Wills, Clllnber!und County, Pennsylvunlu, Roll 4, Batch 228, I'uges I-II; WHEREAS, the SlIid W. Earl Wood, by the uforesuid Lust Willuud Testulllent, nlllned Belly C. Wood, as Executrix of SlIid Lust Will and Testumeut; WHEREAS, lellers testumentury on the estate of the suid decedent were duly Issned by the Register of Wills of Cnmberlund County,l'ennsylvuniu, to the suid Executrix, hereinufter culled persGnul representative; WHEREAS, the suid personal representutlve hus guthered the ussets of the estate of the suid decedent und the ussets consist of both reul property and personal property, to u total value of $554,685.42, us set forth in Exhibit A, which is u stutement of uccount of the SlIid personut representative, und which is uttuched hereto und made u purt hereof, and marked Exhibit A; WHEREAS, the debts und deductions, Including the puyment of inherltunce tux In the suld estute, umount to $70,212.61, leuvlng u bulunce for distribution of $484,472.8I,ulso as set forth in the statement of the suid personut representlllive, which is uttached hereto und murked Exhibit At WHEREAS, the bulunce for distribution us shown in the suid stutement marked Exhibit A hus becn distribnted us herein Indlcuted in uccordunce with the tcnns of the Last Willund Testlllnent of the SlIld decedent. NOW, THEREFORE, KNOW YE, thut I, Bctty C. Wood, the heir under the Last Will und Testament of the suid decedent, und being thut pcrson entitled to inherit nnder SlIid Lust Will and Testallleut, does hereby ucknowledge thut [ have this duy hud und received from thc uforesuid persOllll1 represcntutive, in full SIItisfuction und paymcnt of ull sum or sums of moncy, legacies, bequcsts. Imd devises liS are given, devised und bequcuthcd to me by the suid Lust WII1 and Testamcnt, the amount due me under suid Lust Wllluud Testumcnt, which amount [ have receivcd this day, uud which umount is in thc amount set opposite my nume in the tuble und schcdulc of distribution in suld stutemcutattuchcd hereto and lIlurked Exhibit A; I'ugc I of 3 (' 'c,", '.~ . - .~.- ~ H AND, I do hcrcby stlpulute thut In ordcr to IIvold thc cxpensc IInd tlmc Involvcd In thc mlng of II fonnuluccountund schcdulc of dlstrlbntlon, IlIgrcc thllt no IIccount Is ncccssary und I do hcrcby ugrcc that I do conscntto distribution being mude without the filing of unnccount and schedule of dlstrlbntlon, the same to be with the samc force uml cffcct ns If they hud bcen mcd und confirmed by the Orphans' Court Division of the Court of Common !'Icus, Cumbcrlund County. THEREFORE, I do hcrcby remlsc, re1euse, qnltclulm und fore vcr discharge thc sllld pcrsonal represcntative, Betty C. Wood, heirs, cxecutors, und udmlulstmtors und usslgns, of und from the suld estute and from all actions, suits, payments, uccnunts, reckonings, c1ulms, and demands whutsoevcr for or by reason thercof, or for any other usc, muttcr, cuuse or thing whutsocver, touching upon thc cstatc of the said decedcut, and I do furthcr hcreby covcnant umlugrce tlllIt should uny lIublllty comc due to the estate of the said decedent ufter the signing of this ugrccmcnt, I do hcreby covenant und ngrce with the aforesaid personal Teprcscntative, that I will contrlbutc my sharc of the estute to sutlsfy any uud all claims, dcmands, suits, or causcs of llction which may be succcssfully prosccuted against the said cstate or thc aforesaid personal represcntatlve after the signing, scaling and delivery of this Fumlly Settlcmcnt Agrecment and Firml Release, IN WITNESS WHEREOF, I have hereunto sct my hund and seal this ~In I/' Junuury, 1996. Witncss: %. .'~'_ /LR ~,..J day of ')(1 p~ C I.A) t.-..rd (SEAL) Betty C. V(jod COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, thc !J.lp'4"- duy of Junuury, 1996, bcfore mc, u nolury public, the undcrslgncd officer, personally appcarcd Betty C. Wood, (known to mc or SUllsfactorily proven) to be the persons whose name Is subscribed to the within Instrumcnt, und ucknowledged that she executed the same for the purposcs therein contained. IN WITNESS WHEREOF, I hercunto sct my hUllllund officiul seu\. ~" ~. C ef-\,W,- ./n lclu1 . '----. -NolIl Y !'ublic NOTARIAL SEAL C, \ ,', SNIDER. NDTAIlY PUBLIC l'~": ," ( c. .0, CUMBERLAND COUNH u" ,('1",,:,1.. ;.,;,,~r.S OCl. 28.IU9& ",n',' ..~' .', I~ ' ~.;!:,tl;,n.r Nlllrlu II. '10-',' ' .--:.__._ Puge 2 of 3 t ~, 1"" ~ t ~ I '. EXHInI1' UAU STATEl\mNT OF ACCOUNT ill: BETTY C. WOOD. EXECUTRIX Assels: I) Schedule E - Cash, Bunk Deposits & Mlscelluneous Personal Property Schedule F - JOhllly Owned Property $ 145,231.37 $ 121,388.55 $ 288.065.50 $ 554,685.42 2) 3) Schedule 0 - Tnmsfers of Reul Eslllle TOTAL ~ I) Funeral Expenses $ 7,176.00 $ 17,089.00 $ 2,438.14 $ 30,923.80 $ 12.585.67 TOTAL $ 70,212.61 2) Adminlstmtlon Expenses 3) Mlscelluneous Expenses 4) PA Inherlllmce Tuxes 5) Schedule I - Debls Bulance for Dlslrlbutlon 10 Heirs: $484,472.81 NAME DISTRIBUTION 100% ($484,472.81) Belly C. Wood, Heir Puge 3 of 3 I\EV-l!147 EX AFP (12-94* CO""ONWE:ALTH OF' PEMfSYLVAHJa DEPlRUtENf Of REVEMJE lUAfAU OF INDIVIDUAL TaXfl PEP'. ZlD6D. HAARIIIURG, Pi 111".D'01 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 DATE 09'12'95 o FILE NO. DATE OF DEATH 09-15-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: PATRICIA R BROWN ESQ 4 EAST LIBERTY AVE CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A......,t R..lttod I. CUT ALONO THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS .... Ri::V:i54j.Eji'.Aj:p.fj'if:94"i'iifj'ffr.ni~n{NHEiii;:ANCE.i'-Ax'iip;;R'Ai;iii',;-Hr.....Ai.t"OHAHCE-Cfp.--------.m----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WOOD W E FILE NO. 21 94-0852 ACN 101 DATE 09-12-95 APPROVED DEDUCTIONS AND EXEMPTIONS: 26,703.14 9. Fun.ral Expan.../Ada. Calla/Hilc. Expan... (Schedule HJ (,) 10. D.bh/Hortg.g. LioblliU../LI.n. (Sch.dub II IlOl 12.585.67 11. Total Deductions 111) 12. Net Valu. of Tax R.turn (12) 13. Charitable/GoverNlant.1 a.quad. (Schedule J) (13) 14. Not V.lu. of Eat.t. Subjoot to T.x 1141 NuTE: Ii' an aBBelllllllBnt wall iSBueD previously, linell 14, 15 ana/or 16, 11 anD 18 W:UJ. reflect figurell that include the total of Ahb returnB aBlleBBud to datu. ASSESSMENT OF TAX: IS. AltOW\t of Una 14 at Spou..l rat. US) 16. ~unt of Line 14 taxable at Lin.al/CI... A rat. (16) 17. A.aunt of Ltn~ 14 t.xabl. at Call.taraI/CI... 8 rat. (17) 18. Principal Tax Du. TAX CREDITS: PAYHENT DATE 12-15-94 TAX RETURN WAS. (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eat.t. ISch.dul. Al III 2. stock. and Bond. ISch.dui. BI 121 5. Clo..ly "-Id Stock/P.rtn-rahip Int.r..t (Schodul. CI 151 4. Horta.a../Not.. R.c.lvabl. (Schedul. D) (4) s. C..h/Bank D.po.lt.'Hl.c. P.r.on.l Prop.rty (Schedul. E) (S) 6. Jointly awn.d Prop.rty (Schedul. FI 161 7. Tran.f.r. (Sch.dul. 0) (7) 8. Tot.l A...t. RECEIPT NUHBER MM913294 DISCOUNT l+ I INTEREST I-I 1,546.19 I CHANGED .00 .00 .00 .00 145.231. 37 121. 388.55 2B8.065.50 eal .00 515,396.61 .00 X.03. X.06. X .15. llal AHOUNT PAID 30,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 554,685.42 ~q.?RR RI 515,396.61 .00 515,396.61 .00 30,923.80 .00 30,923.80 31,546.19 622.39CR .00 622.39CR IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REGUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAV BE DUE A ~EFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I ,..,.. "'....... ---....................... " RESERVAno." E.t.t.. of decedenh dying on or before ~r 11, 1911 ... If MY future Inti...., In the ..t.t. II '..en.flrred In po.....lon or enJov-.nt to el... I (co11.t.r.1) beneflcl.rl.. of t~ d.cedent .,t.r the ..plratlon of 1n1 ..t.t. for 11'. or for v..r., thl C~.lth ~r~v IWPr...lv r...rv.. the right to ~r.J.. ~ ...... tren.f.r Jnhlrltenc. Ta..' at the 1...,,.,1 el... . (coUat.raU uti on ."v wch future Inter..t. PllRPOU CO' NOTICE I To fulfill the r.qulr..-nt. of Slot Ion Zl~D of tha Inherlt~. and E.t,t. 'IX Act, Act II of 1"1. 72 P.I. Section 214D. o.tKh the top portion of thl, NoUel Met sub111t with YOUr' PI,..,' to tM A-al...,. of WUh prlntlld on the r.v.r.. ald11. ..-tw<1 c:heck or ItOMV orlM,. p,nIIle tal REGISTER OF MILLS, AGENT AU PIYMI\t. r.calved mall fir.t be 1IPP11ed to "'1 Int.,...t which ..v be dull with ..,y .....Indllr ...,U'" to the talC.. PAV.ENh REF\InJ(CRH A n'und of . tlUll credit, whIch "I' not r~.tlld on the TalC Ratum, ..v t. r~.tld bV CMPI.Ung ... "AppllcaUon for R.fund of Penn.vlv...l. l~rStanc. end E.t.t. Taxft (REV-I'IS). AppISc.tlon. ara avaSlebl. at t~ Offlc. of t~ Reg..t.r of NUh, MY of the ZS Ravenua DhtrSct Offlc.., or by c.Ulng the JPacl.l 24-hour ....warlng ..rvlc. nueber. for for.' orderSngl In penn.Ylvania 1-IOO-'62-205D, out.l~ Penn.ylvanl. ~ within loc.l Harrl.burg ar.. (717) 187-8094, TOO' (717) 772-2Z5Z (Hearing I~.lrld Only). OBJECTIONS. Any party In Intar..t not .atl.fled with the appr.l.eaent, allowanc. or dl"llowanc. of deduction., or .......-nt of tax (lncludlng dl.count or lnt.r..tJ .. .hown on thl. Notlc. .u.t Object wlthln .I.tv (60) d.v. of r.c.lpt of thh Notlc. by. --wrlttln protllt to thtt PA D.p.rt.."t of R.venue, Board of App.a", D.pt. zalOU, Hlrrhburg, PA 17UI-10U, OR --Ilectlon to MVI thl .atter d.taralned It audit of tIM acClM'lt of tIM persOMI rapra'lnt.U"., OR ...."..1 to t~ Orph....' Court. AllIlIH ISTAATlVE CORRECTIONS I Factu.l error. dl.coverld on thl, .....~t .hould b. ~re..1d in wrltlng tal PA DlPartlent of RevlnUl, aura.... of IncU"ldual TIMII, ATTHI po.t A......."t R.vl.w Unit, D.pt. 280601, Itarrllburg, PA 17UI-Un PhonI (717) 7.7-6505. 5.. pega S of tIM beMI.t ftln.truotlon. for Inh.rJtance TIX R.turn for a R..ldent Dlcldlntft (REV-ISOIJ for an 'MPI~tlon 0' edllnl.tr,tlv.ly corrlGtabl. .rror.. I' eny talC due I. p.ld within thr.. (3) calender ~th. .ft.r the decedant'. de.th, a fl". parcent (5~) dl.count of ~ talC paid I. .llowed. DISCDUHT. INTEREST. Inter." .. charQld blglmlng with first day of chIUnquw,ev, or nlne ('J IIOf1th. end Dr* (1) day froe the data of death, to the data of Plpent. Tax.. which bee... delinquent bafore January I, 1912 b..r Int.r..t at the rat. of .1. (6~) parcent par ennui calculltld .t . dailY rat. of .000164. All tax.. whlch bee... d.llnquent on ~ .ft.r January 1, 19., will balr Int.r..t at a r.t. which will varv fro. cal~r v..r to calendar y..r with that r.t. ~ed by the PA Dep.rt,,"t of R.,,~. ~ epplicabl. Int.r..t r.t.. for 19., through 1995 .r'l '!!!! Inter..t Rat. Dally Int.r..t Factor !!!! Int.r..t A.t. DaUy lnt.r..t FBGtor 1911 ZOX .00054. 19.7 9X .000147 19.5 lOX .000451 1'11-1991 IIX .OD0501 19M IIX .OD0501 1992 9X .000147 1'.5 ISX .000556 1995-1"" 7X .000192 1916 lOX .000174 199' 9X .000147 --Jnt.reat I. c.lcul.tld .. follow'l INTEREST D BALANCE OF TAX UNPAID X HU"BER OF DAYB DELINQUEHT X DAILY INTEREST FACTOR --Anv Hotlc. I..uld Ift.r the t.lC beco~. dellnquent will r.fleet an Int.r..t c.lculltion to fifteen (151 d.y. baYond the; d.t. of the; .....~t. If p'V...,t h .IKII .ftar tIM Inter..t coaputatlon d.t. Ihown on tN Hotlc., eddltlOMI Intlre.t .u.t b. ulculatad. .; STATUS REPORT UNDER RULE 6.12 Name of Decedent: IL Earl IJood Date of Death: 9/15/94 will No. 21-94-0852 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 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 . A Family Settlement and Final Release was filed. b. The separate Orphans' Court No: (if any) for the personal representative's account iSI c. Did t.he personal representativ.e s'tate an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 9/6/96 ') 'I L,<G:,.....:......J l,i,' /~\..~ Signature f , (.~, 0\ '.::::r -:;:1: Patricia R. Brown, Esquire Name (Please type or print) 4 E.Liberty Avenue, Carlisle. PA 17013 Address rr. c. 0, I f]J I,'" (717) 241-7<)22 Tel. No. " , , mo' a.;- 'U 1J ~ ',1- dl :3 UU Capacity: Personal Representative (MAHlrmf/AM3) X Counsel for personal representative