HomeMy WebLinkAbout97-00151
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LAS~ W!LL AND ~ES~AMEN~
OF
OHARLES H. WOODY, JR.
~
I, GHA~LES H. WOODY, JR., 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 all other wills
and codicils heretofore made by me.
FIRST
I direct the payment of my debts and the expenses of my
lest illness and funeral from my estate as soon after my death as
conveniently may be done.
Further, in this connection, I authorize my personal
representative to expend funds from my estate, in such amount as
my personal representative shall consider necessary and desirable
for the purchase, erection and inscription of a suitable marker
for my grave.
~
SECOND
I give, devise and bequeath as follows:
A. to SHILOH MISSIONARY BAPTIST CHURCH'S FLOWER GUIDE
FUND, the sum of $300.00 and SHILOH MISSIONARY BAPTIST CHURCH,
the sum of $500.00;
B. to EBENEZER BAPTIST CHURCH of williamsport, PA.,
the sum of $500.00;
,.
~
C. to AMERICAN CANCER SOCIETY, the sum of $1,000.001
D. to NEGRO COLLEGE FUND, the sum of $1,000.001
E. to LENORA HAWKINS, the Bum of $9,000.001
F. to MR. and MRS. HERMAN SPANGLER, or the Burvivor
thereof, the Bum of $2,000.001
G. to BERTHA THO~IPSON , the sum of $7,000,001
H. to BERTHA JENKINS, the sum of $1,000.001
1. to SAMUEL DURHAM, the sum of $9,000.001
J. to JULIA D. BOGGS, the sum of $9,000.001
K. to DIEDRE FIELDS, the sum of $1,000.00,
All the rest, residue and remainder of my estate of
whatever nature and whoever situate to be divided among the
fOllowing in equal shares: MAR,JORIE BURKE, SALLY ARCHER, DOROTHY
STEPHENS, ETHEL LEWIS, JULIA BOGGS and JOHN C. LEWIS, (all of
\qashington, D. C. ) I SAMUEL DURHAM I and LENORA HAlqKINS of carlisle,
PA.
~ ~I~
I nominate, constitute and appoint FARMERS TRUST
COMPANY, as Executor of this my Last will and Testament. I
relieve my personal representative from the necessity of posting
security in connection with its duties as such in any
jurisdiction in which it may be called upon to act insofar as I
am able by law to do so.
Shiloh Missionary Baptist Church
165 Lincoln Street
Carlisle, P A 170 \3
Famese Haynes
Asst. General Counsel
College FundlUNCF
8260 Willow Oak Corporate Drive
Fairfax, VA 22031
Bertha Thompson
615 Lycoming
Williamsport, P A 1770 I
Diedre Fields Burton
7310 Powhatan Street
Lanham, MD 20706
Dorothy Stephens
5601 First Street, NE
Washington, DC 20011
Ebenezer Baptist Church
Williamsport, PA
American Cancer Society
117 N, Hnnover Street
Carlisle, P A 17013
Lenora Hawkins
239 Lincoln Street
Carlisle, PA 17013
Mr, & Mrs, Herman Spangler
940 Forge Road
Carlisle, PA 17013
Albertha Jenkins
1 00 Emery Street
Williamsport, PA 17701
Samuel Durham
6700 Belcrest Road
Apt 1110
Hyattsville, MD 20782
Marjorie Burke
4326 D1agdoll Avenue, NW
Washington, DC 20011
Sally Archer
3610 20th Street NE
Washington, DC 20018
Ethel Lewis
700 7th Street, SW #320
Washington, DC 20024
John C, Lewis
11307 Baroque Road
Silver Spring, MD 20901
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wlt~O TmF~~b7s'fE~UJt~~I~)
DECt:Ol'Nl'B NAM~ II-AIT, nmn, ANn MUlOlf INITIAl)
Woody Jr" Charles H.
SO()I.\!. $[Cunnv Hu",lUtn [IlAH' Of' llfAW
165-32..5902 01/21/97
-- 8lJ"VMN(i8POUtil~-;-8-NAMli iF-Al'PUCAtK~)
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coMMtlNM:ALHt Of Pf.NNSY\vmlA
III'AI\1MrN10f' Jt:'oJt:NU,
(l;fll.;!fIOOOl
HAMlBBtJAO, PA '7120.-<*11
Vh""
nI'CH)t,NI'1I COMf'1 HI' A,[)tlf'1l'SII
NVIllQt;n
- --~,'-'_..---.~--'-"--
..... ..-----._._-~--. ---..-.
10M' 01 11I11 lit
04/27/42
IlInC11\1.IiI'(:WIIlVNIIMflnl
cX'-] 1, Orlnlnllll Relurn ) 2. Supplemental Return 3. Almllnder Rtturn
(for dlteti prior to 12~t2-(2)
r '. ,) 4, limited Eltate . I 4a. Future Inlerelt Compromlfl9 D, Federal Eelale Tax
('or dale, of d..lh aftftr 12 --.12 - 82) Return RequIred
LXl 8. D~edent died Teltat. 1 7. Decedent Maintained II. LIving Trult 0 B, Total number I)f aafe Depotlt
,~_.____..{~~_~!l~.~t!Y~!.V't~U) . .".IAt'~.9~.ql?P-y_~f_~~~~1. "., __~_.____.."..~.C?:~~L_.... .__m_______..___.._,,~_~
,._""_".~!_!_JlQf!R.J'J1.!'J~J!llENCf. ANJ?_!1Q!I!:!!llLrtT!A_L_J~,~_!tlf.().II.l1lATIO'LI!!!().I!!!! ,!!!i.,!11RECJ]!l..J.~..._...,_.,_.._____
NAME COMrLETE MAIUNO^OO~ESS
_~__ufl!Jl!nQilIIJrust SSlVlcesCo.
TF.LEPliONE NUMBER
(717)240-4504
P,O, Box 220
One West High Street
C:;erJls),l?ecP1\",-J;lQ13~o,~"_"""=o,===..=~"~==,,,=,~~,=
None
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~_._-_..~~--.__. --...... _..-....~
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1. Aeal Ellat. (Schedule A) (1)
2. Slocksand Bonds (Schfldule 6) (2) ..,
3. Closely Held Slock/Partnershlp Interest (Schedule C) (3)
4. Mortgag8lland Notes Reoelvable (Sohfldule 0) (4)
5. Caoh, Bank Oepo.~a & MlsOflllRneOU8 Pellonal Property (5)
(Sohedule E)
6. ,Jointly Owned Property (Schedule F)
7, Transfers (Schftdule G) (Schedule L)
8. Totell Grou A8lIetll (Iotalllnes '1 -7)
9. Funeral Exptlnses, Administrative COMS, Mlsoellanoous (9) _._~,._...___.--' __.___8.0aO.6?R'
Expenses (Sohedule H)
10, DobIs Mortgage LIabilities, Liens (Sch(ldule I)
11. Total Deductions (totaIUnt'ls 9 & 10)
12. Ntlt Value of Esi:ate (line 8 minus Une 11)
13. Charitable and Governmental Bequesls (Schedule J)
14, Net Value Subject to Tax (line 12 minus Une 13)
(11)
(12)
(13)
(14)
___.___~~_,__,.,._~!~!,~c~
__.____~_~ic3.49.!l!
1,1.~~!.
131~qg:~?_
503,31
None----
..._.~-----_.
None
22,225,76
(0) None
(7) - ~N(jiiii~.."-'-"-------~
ggJg..9~9L
(a)
(10)
299,27
._,----------------------------_._---~_.__._._---_.~~_...
.__....-.---. -_._..+-_.."._.__...~---_. + ... ......--..- ----.-.------.---
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16. Spousal Transfer (1or dates after 6-30-'(4)
See Instrucllons for Applicable PerMnt on Reverse (15).....____.__.~__Q~9.Q_
SIde. (Include values from Schedule K or Sohedule M.)
16. Amount of line 14 laxabltl 8 6% rate
(Inolude valufll from Schedule K or Schedule M)
1 7. Amount of line 14 tuable at 15 % rAte
(Include values from Schedule 1< or Schedule M)
18. Prlnr.lp/ll tax due (Add taK from tine 15, 16 and from line 17)
19. Credits Spousllil Povflrty Credit Prlot Paymtlnli DIsoount
(),OO + 0,00 + 0,00
(1.) _~_..._"'__""'____....____ O.OQ..
(20)
X~a=____
,__0,00_
(1e)
____O.DQ_
x ,oa ~ ___________..____--'!.,QQ_
X .15 =_~__._~_____.1,~60.4Q..
(17L___ " ...... ,__...1Qi?02,67..
(1a) _____,____.....L.eJlQAQ"
Inlerelt
0,00
20. If line 191s gr611ter than line 18. tinter the difference on line 20, Thl.ls the OVERPAYMENT
lIe]
Glll'ck h~~ro II voil hie Ill[ urn.tln .1 f(~luhd ot yuu; llVI'/ Jilyml'nl
(21)______ ,~........1Jl6.Q,19_
("A)" 0,00
(21 B)_-==-=-=,,~'=":=~J~980.4Ci~
21. If line 18 Is greater than line 10. enter the dlflereno(l on line 21, Thill Is the TA.X DUE.
A, EnHH the Interest onthe balanoe due on line 21A.
B. Enlor the total of line 21 and 21A <:In line 21 e, This Is the BALANCE DUE.
_._._R--------t."=...::::.::===--_=--=-~~~,~.P~:~~~t!J~:~~~!~;-~~~\I!'~~r_~f ~.I.I_I..+l~!~"l~c:..:::=_o:,-.""c._:.,..:..,,_,_~___..._...c~=____.:_~_=-==-::---=.~_:~~~===w_;_=,__._
OE SURE TO ANSWER ALL QUES110HS ON RE'JERSE BIDE AND TO RECHECK MATH
Undor penalties orp.rjury, I deolare'thafT'h8ve exam1nl)r,rih18-'refijrii~filOfildTt1g acoo-mpanylng 9checfUiisanrl9tat'ements,ancTio'ihebest of mykrioW!icigtftnd'b-iTIer.-
It Is true, corroot and oomplete. I declare that all real ostate has been reported at true market value. Declaration of p"p&rltr C'ither than penonal repr...n1aUve II
~~.!.d_~~,,~!!.ln'orml!!!~~fw~~~_-P.r.~P.!r!t-r.!~u ant~_~_~~t~~g~.:,- .___________~._. ... _...~____"_u.,_. ----------.. .~----------,..
;~:;I:~;T~~::;::~c::S;:~4::0jTI~~\I~N"i1L:J7fSSI'--~-- T ;ot:
SIGNATURE OF PREPARER OTHERWHAN REPRESENTATIVE ADDRESS Dote
__.__.u__~_..._.,...._...____-.____~~..~______.__._.__~~~._-.....-"--..-.------~._--._- ..--...-.--".
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA~ES
INHERITANCE lAM OI~ISION
DEPf. Za0601
HAHRISIIJRO. PA 111U.06DI
NDTICE OF INHERITANCE TA~
APPftAISEHENT. ALLOWANCf. OR DISALLOWANCE
OF DEDUCTIONS Aim ASSf.SSHENT OF TA~
01-27-98
WOODY
01-21-97
21 97-0151
CUI'IBERLAND
101
1:.--" A~.;unt Ro.1 Hod
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -4lI
REV: iS4?- iiC"A Fji "i 0'9-;97)" - iioTic E - "OF - Y NHiiii f ANCi - TAX - 'A-ppiIA i sE'Miii'r;- Ai. i."owAiicE" OR- - -- - - _m - -"" - --
DISALLOWANCE OF DEDUCnONS AND ASSESSllENT OF TAX
CHARLES H FILE NO. 21 97-0151 ACN 101
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
FINANCIAL TRUST
1 W HIGH ST
PO BOX 220
CARLISLE
SERV CO
PA 17013
ESTATE OF WOODY
TA~ RETURN WAS, (X ,\ ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " S~E REVERSE
- "
APPRAISED VALUE OF RETURN BASED ~N: ORIGINAL RETURN
1. R..I Elt.t. CSchedule A)
2. stock. and lond. (Schedul. B)
S. Clo~.ly Held stock/P~rtn.r.h!p Int.r..t (Schedule C)
it. Hortg.g../Not". Receivable (Schedule DJ
S. C~.h/8.nk Deposits/Kiln. Par.onal Property (Schedule E)
6. Jointly Ownwd Proporty (Schedule Fl
7. Tran,far. (Schedule Gl
O. Tot.l A...t.
I CHANGED
(1)
(2)
131
(4)
(51
(61_
(7)
,00
503,31
.00
,00
22.225.76
,00
,00
(a)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune,..al Expenll../Ad... COlta/Hisc, E)(p.nQ.. (Sch.duJ.. H)
10. D.bh/"ort~lIg. LbblliU.II/UlIns (Schadu],. Xl
11. Tot.l Deductions
12. N.t Value of Tex R.turn
15. Ch.rit.bl./Gov.rnM.~t.l 8equ..tlj Non~.l.~t.d 9113 Tru.t. (Schadule J)
14. N.t V.lue 0" E.t.t. Subject to Tax
If an ......ment was i..ued previoualy, line. 14, 15 and/or 1&, 17 and 18
reflect figure. that include the total of abb returne a..e..ed to date.
ASSESSMENT OF TAX:
15. AMount of LIne l~ .t Spou..1
16. A~ount of Lin. 14 taxable .t
17. Altount of Lin. 14 taxable at
18. Prlnc!pal Tax Du.
TAX CREDITS:
I ::~i'"
NOTE I
rat.
lin..l/Cl... A rat.
Collateral/CI..e 8 rat.
8,080.62
299,27
(11)
(12)
(15)
(14)
(9)
(10)
1151
(16)
117l
,OO.~,OO.
,00 ~ ,06.
13.202,67 ~ ,15.
ua)
RECHPT
NUHBER
AA242364
'--T---
DISCOUNT ('1
INTEREST/PEN PAID (_) AHOUNT PAID
,00 1.980,40
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
c> '*'
UY..I..' II ~" lit.."
CHARLES
H
i
DATE
01-27-98
NOTE: To in lure prop.r
cradit to your account,
.ub..~ t the ,-,pp.r pod ion
of this forM with your
tax Ply...nt.
22.729.07
8,~7Q 89
14 , 3.."!L!!.
1,146.51
13,202,67
will
.00
.00
1,980.40
1,980,40
1,980,40
,00
,00
.---
,00
. IF PAID AFTER DATE INDICATED. SEE REVf.RSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN U. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HA'I SE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
, r'~
RUEltVATJQNI !:.tet.. of MoMint. dWlng on or "fore D.c.ner 12, un.... If ."y futlfr' Inter..t In the e.tat. II trlnlferr.
In po.....lon 'r .,,~~t to Cle.. I (coll.t.,.IU btntfloi,rll' of the deCl~t eU.r the IkplrotllHl of IInW ..tate fa,.
l1f. or for It..r.; \he COIMIoM...lth hlr.by l)Cpr...ly r...r"'.' tne rlgt'tt to ."r.l.. and ...... trenlf.r InherltlMI Tlkll
It thl lewful Cl... I (ooll.tlrll) rite on eny .uch futur. Int.r..t.
_EOF
NOYlCEI
PAVI1eHTI
REFUND (CR)I
OIJECTlONSI
ADHIN
ISTAATlVE
COftRECTl0N51
DIICOUNT I
PENAL TV I
INTEAEST I
To fulfill thCl "qulr...nt. 04 Slotlon Z140 of tha Inherltenc_ IInd ElItlt. hI< Aot, Aot 21 of 1"5, t12 P,S,
Seotlon '1,.0).
Oetlch th. top portion of this Notice Ind lub,Jt with :four pay..nt to thl Righter of Willi printed on thl rover.' .Ide,
.~"Ih chick or rtOM~ order payoble tOI REOISTEM OF' MILLS, 'tlENT
A r.fund of . tilt c:rldlt, whloh wu not rlqy..t.d on thtt hI< Rlturn, ,IY bl r.que.tltd by OOllPlItlng ." "Applloltlon
for Rlfund of PIM.yIvanll InnerltancI and Estate TalC" (REY-ISU), Appllutlonl Ir. IVIU8bls It ~he OHlce
of thl R.ghhr of Willi, eny of the 23 Revlnu. Dhtrlot Offlc.., or by ol11lnl tho ,p,olll Z4-hour
en,wlring .'rvlcl nu.blr. for for., ordering I In P.nn.ylvlnl, l-IOU-36Z'Z050, out,i~ Penn.ylv,"ll ~
within local Harrlsbura aria <717> 117-8094, TOOl (711) 77Z~225Z (Hurlnll I1tpalr.d Only),
Any plrty In Intsr..t not .atlsfi.d with the app,.ah...nt, .1I0wenc. or dlnllOlolMcl of deduCtion., or ......lIWIt
of tax (tncludlng dhcount or Intlr..t) II .hown on tnhi Notlcl ltU.t Objl"t within tidy (60) dlY' ('If recllpt of
thh Notl<~-I bYI
..wrltt_n prot..t to thl PA D,p.!'t.."t of Rlvlnu', BOllrd of App..h, o.l:It. 2810Zl, Harrhburg, PA
--Illotlon to h"vI thl .,ttlr cIItll"li".d It audit of the account of the p".onll repr"enbtlv.,
~~8PPIII to thl Orphan.' Court.
DR
171t1-10U,
OR
~lOtu.1 Irror. dltcoverld on thl. ........nt .hould b. a~r...,d In writing tOI PA Dlplrt.."t of Re"'~,
Bure.u of Indlvldu.l Tax.., ArHh Po.t .........nt R.vl.w Unit, D.pt. 210601, Hsrrhburg, PA 11121-0601
Phonl (711) 717-650&. SI' pelle S of th. book.lIt "Instruction. for Inh.riten'l hM Return for II R..ldlnt
Decldlnt" (REY-150l) for .n 'ltpllN\atlon of IdIlinhtrltl\l'1y correotebl. "ror.,
If WlY tftM: due 11 p.id wUhln thr.. (~) CIllnd.r aonuII IIft.r the dloO.dent'. de.th, a flve p.roent (5;() dhcount of
thl tlM: paid 1. .lloNld.
The lSX teM: un..t., nDfl.ptlitlolPltlon p.n.lh II coaput.d on th. total of thl tlX lInd intlr..t ......ed, Ind not
peld before Jll'lu.ry 18, 1996, thl flr.t day aft.r th..nd of the tlli( llInl.ty p"r1od. Ttlll n.on~plrt1o!pltlon
p.nI1tV h app..lebll tn the tHI .ann.r IInd In th. the .... U.. period III' vou would ~.i thl hlC end Inter..t
that h.. b.." .......d II Indleltld on thl. notle..
Inter..t h chlllrg'd blalnnlng with first day of d.llnqu.ncy, or nlnl (9) IIQnth. end onl (1) dly frCMI thl d.t. of
death, to thl data of pav..nt. Tilt" which b.ca.. rl.l1nquant blfor. JlnUlIry 1, 198Z b..r int.r..t It thl rat. of
.Ill (6;0 pere."t p.r annUll Cl8loull!t.d at II delly rat. of .00016,.. All telCO. whioh ble... dellnql.*'lt on Ind after
JltnUlry 1, 190Z \illl b..r Int.r..t at a rlt. which will very frM cII,nd'" y.lr to calendar v..r with thttt rat.
ennouncld by the PA Oapert..nt of R.venult. Th. appllcabh 1nt.r..t ,..tu for 1.82 through 1"1.,.1:
'!!!! Int.I_.t Rlt, O.lh Int.,...t Factor ~' Inter.lt Rite o.11v Int.r..t Factor
19U ZOl( .0005,.8 1917 9X . GOnZ,..,
1915 16% ,00001 1988-1991 11l( .000501
1914 11l( .000501 .." 9X ,n002U
191' UX .000556 1995~191}ft 'X ,000192
191' 10;( .000274 199~'19U 9X ,OOOZ,.7
-~Intar..t is ellculat.d II follow'l
INTEREST' !ALANeE OF TAX UNPAID X NUHIER OF DAYS DELINqUENT X DAILY INTEREIT FACTOR
--Any Notlcl I..ued .ftlr the hlC b.eo... dlllrrqutnt will r.flect ." inter..t oalculatlon to f1ft..,. (lID dtiYl
"yond the dlta of thl .....talnt. If ply".nt Is .ada 1ft,,. the Int.r..t CHPUhtlM date Ihown ot'I tht
Notic., .ddltlnnll 1nt.,...t lU.t b. c.lc:ulatad,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF CHARl.ES H, WOODY, JR,
LATE OF SOUTH MIDDLETON TOWNSHIP
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for dlstri~ullon as per First and Final Account
flied September 8, 2000
J 48,929.57
Dlslrlbul!gn
Lenora Hawkins
Principal Cash-Specific Bequest
Principal Canh - 117 of Residue
Income Cash
Page 4
9,000.00
1,912,71
774.00
$ 11,686.71
2,000.00
141.85
2,141,85
7,000.00
496.48
7,496.48
1,000,00
70.93
1 ,070.93
9,000.00
1,912.71
774.00
11,686.71
1,000,00
70,93
1,070,93
500,00
35.46
535.46
300,00
21,28
321.28
500,00
35.46
635.46
1,000,00
70.93
1,070.93
Mr, and Mr., Herman Spangler
Principal Cash
Income Cash
Bertha Thompson
Principal CC.sh
Income Cash
Albertha Jenklnil
Principal Cash
Income Cash
Samuel Durham
Principal Cash-Specific Bequest
Principal Cash - 117 of Residue
Income Cash
Dledrll Fields Burlon
Principal Cash
Income Cash
Shiloh Missionary Bapllst Chul'(lh
Principal Cash
Income Cash
Shiloh Missionary Baptist Church - Flower Guild Fund
Principal Cash
Income Cash
Ebenezer Baptlal Church
Principal Cash
Income Cash
American Cancer Society
Principal Cash
Income Cash