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HomeMy WebLinkAbout04-0339PETITION FOR PROBATE and GRANT OF LETTERS also known as Social Security No. , Deceased. To: Register of Wills for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age_or older an the executefX in the last will of the above decedent, dated .~-'~ and codicil(s) dated in the named , 19 97 (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in County, Pennsylvania, with h L34~ .. last family or principal residence at ~ >,,}>£c714 p~o~,.r/ _~/' ~&3)fo'~Lt->.Y5 - (list street, number and muncipality) Oecendent, then 7B years of age, died ])/7/~'"~ ,qO' 200c-[, at /~q .%0,~1~ $~,~0tT~& Except a~ follows, decedent di~ not marry, was not divorced and did not have a child born or adopted after execution of the w~l offered for probate; was not the victim of a killing and was never adjudicated incompetent: A )/:~ .. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters '"FL~_'7/q t~'O°7'/?ft'¥ (testamentary; admin%tration c.t.ar;-~ .~. inistratio, n d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well an~l guly administer the estate according to law. ,,~ I ~ ./~] Sworn to or affirmed and subscribed /Vc/~/v ~, ~ Estate0f ~J,-I&~ST/n~ ~- ~Jc~,--/,/~/~ ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of ~d Letters ~ K~ ~I~ nT~ ~' ~/' / ~e hereby granted to -/- .,.l~d~ ~, in consideration of the petition on FEES Probate, Letters, Etc .......... ~ Short Certificates( ) .......... $'~, O ~ ,R, efiunciation ................ $ / ~, c E~ TOTAL $./~, 0~: ~il~a ~~. ~..~~ ............ r/'~Register of Wills, ATT~DRNEY (Sup. Ct. I.D. No.) ADDRESS PHONE 105 805 REV 9/86 This is to certify that the information here given is correctly copied l¥om an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ No. ~~~ Date Local Registrar MAR 31 2004 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ~ VITAL RECORf~''r~ ':' ' CERTIFICATE OF DEATH :.: N~IE OF DECEDENT IF,~. MK~4. LM) IS~X SOCIAL SECURITY NUMaER ,. c~~ ~. ~ood~n ~,. ~ 1,-~74 --2O --8378 /~ -. ..... -_~-..28 .~ Harrlsburo PA.~ -:.: ~ ' ' ' - t ~ennsboro~ i/ a ~ - ~ t/ ~a I~~ I White ~ I I ~0 ~ I~1 ~ I _.~ I .~,~k I,,- ~s~.o~ Co. I,, -- I,,~2~'' I. ' ...... ' I,,.o~v°~co~ I,,. . ' · J~ ,,~ PA ,.O ~. 8 North Front Street ~ ~ Wo~leysburg, PA 17043 ~ ,m.c,_~ Cumberland ~' ,t~ ~ Wormleysburg ~, Shulda J~t Thelma L. ;haron K. Ne~yer ~ 8 North Front Street, ~omleysburg, PA 170~3 ~0 ~~~.0 J~ Cremation Society of l ~O --, ~00~ J,,~ PA Crematory J,,. Harrisburg, PA 17109 Im~lO0 [onesto~C[8~l~r~}~, ~APA17109 , ~ ~ ~ m~. 'L~N~ ~ J~ jb. ~AC~ ~ I I .~R I~~.~.~) ~ ~ ~ M el~t~n ~M MVIII~I~. h my ~ln~, ~1~ G~ M h tim, dire. ~ ~Ki. W ~e to ~ ~u~l) iM // LAST WILL AND TESTAMENT I, CHRISTINA F. WOODRING, of Wormleysburg, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any and all Wills by me anytime heretofore made. FIRST: I direct that all of my funeral expenses b~pal~ SECOND: I give, devise and bequeath all of the re ~s~, residue and remainder of my Estate, real and personal, od ~ whatever nature and wheresoever situate to be divided eq~lly between my children, SHARON K. NEWMYER of 8 North Front S~eet, Wormleysburg, Cumberland County, Pennsylvania 17043, and ERICA L. HENDERSON of 3 East Louther Street, Apartment 2, Carlisle, Cumberland County, Pennsylvania 17013. In the event either of my children predecease me or predeceases any distribution due them, then said beneficiary's share shall be distributed to the CAMP HILL UNITED METHODIST CHURCH of South 22nd Street, Camp Hill, Pennsylvania. THIRD: The interest of beneficiaries in principal or income shall not be subject to the claims of any creditors, any spouse for alimony or support, or others, or to legal process, and may not be involuntarily alienated or encumbered except that nothing in this article shall preclude the assignment of all or any part of a beneficiary's interest to her descendants. FOURTH: My beneficiaries as determined in accordance with the above paragraph may choose specific items of my estate to be retained by them. The fair market value of those items shall be Testament, this determined by my beneficiaries or by the Executrix/Executor if they are unable to agree on a fair market value. The distribution due any of my beneficiaries shall be reduced by the fair market value of any items chosen by each of them. FIFTH: I hereby nominate, constitute and appoint my daughter, SHARON K. NEWMYER, to be the Executrix of my Estate, if she survives me. If SHARON K. NEWMYER cannot act as Executrix for any reason then I appoint my brother, RONALD L. SHULDA, of 614 North Front Street, Wormleysburg, Cumberland County, Pennsylvania 17043, to be the Executor. The Executrix/Executor shall serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal to these two (2) typewritten pages as, and for, my Last Will and // day of September, 1997. CHRISTINA F. WOODRING ~ Signed, published and declared by the above named Testator, CHRISTINA F. WOODRING, as and for her Last Will and Testament in the presence of us who at her request, in her presence and in the presence of each other have hereunto subscribed our names as witnesses. Witness Address W'i'tne ~ Addre s s ' 'Witness - Addr~ s - 'J ' Commonwealth of Pennsylvania County of Dauphin I, CHRISTINA F. WOODRING, the Testator whose name is signed to the attached or foregoing instrument, having been fully qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by CHRISTINA F. WOODRING, the Testator, this // day of September, 1997. CHRISTINA F. WOODRING ~ I Notary Public Notarial Seal Tra.cy L. McNamara, Notary Public Harrisburg, Dauphin County My Commission Expires May 1, 2000 4 Commonwealth of Pennsylvania County of Dauphin We, Kerri R. Conrad Betty Ann McMullan and Dianne Bissoon, the'witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as her Last Will and Testament; that the Testator signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness, and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed before me by Kerri R. Conrad , Betty Ann McMullan and Dianne Bissoon , witnesses, this I~~ day of September, 1997. Witness Witness Witne~ ..... Notary ~ubl ic 4001WOODRING.WIL Notadal Seal Tracy L. McNamara, Notary Public Harrisburg, Dauphin County My Commission ExpIres May 1, 2000 REV-1500 EX (6-00) I-- ILl UJ 0 LU z Z Z 0 I- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) WOODRING, CHRISTINA F DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR 03/29/2004 06/23/1928 (IF APPLICABLE)SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) FILE NUMBER COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 174-20-8378 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER I X I 1. Odginal Retum i----] 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) [~]9. Litigation Proceeds Received 2. Supplemental Retum I~l 3. Remainder Retum (date of death pdor to 12-13-82) [--~ 48. Future Interest Comprem~se (date of death after 12-12432) r'~ 5. Federal Estate Tax Return Required 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0 8. Total Number of Safe Deposit Boxes 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I'~ 1 1. Election to tax under Sec. 9113(A)(Attach Sch O) NAME LORRAINE NAGY FIRM NAME (If Applicable) KERN AND COMPANY, P.C. TELEPHONE NUMBER (717) 763-0888 COMPLETE MAILING ADDRESS 2331 MARKET STREET CAMP HILL, PA 17011 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership orSole-Prepdetorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) i--'--I Separate Billing Requested 7.Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1 1. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 0 0 4,054 28,374 8,378 OFFICIAL USE ONLY (8) 41,206 800 88 (11) 888 (12) 40,318 (13) (14) 40,318 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate. 19. Tax Due 40,318 x.o __ (15) x.o 45 (t8) 1,814 x .12 (17) x .15 (18) (19) 1,814 3W4645 1.000 · D~cedent's Complete Address: S ~ F, bET ADDRESS 8 NORTH FRONT STREET CITY I STATE iZip WORMLEYSBURG PA 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 91 Total Credits (A + B + C) (2) Total Interest/Penalty(D + E) (3) (1) 1,814 91 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,723 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,723 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No 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 ................................ ~-~ r~ 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? ............................ ~1 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? [---] ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ ~ [~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the bent of my knowledge and belief, it is true, co~ect and complete. Declarat~n of preparer other than the personal representative is based on all information of which preparer has any knowledge. DATE ADDRESS 8 NORTH FRONT STR~-T, WORNT.~.YSBURG, PA 17043 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE 2331 MARKET STREET, CAMP ~'Ii~,L, PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. § 9916 (a) (1.1)0)]. For dates of death on or after Jan uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory fL~luirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. § 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 4.5%, 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 12% (72 P.S. § 9116(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. 3W4646 1.000 REV-1503'EX + (6-98) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER WOODRING, CHRISTINA F. All property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE DESCRIPTION OF DEATH iTEM NUMBER US SAVINGS BOND US SAVINGS BOND TOTAL (also enter on line 2, Recapitulation) $ 25 375 400 3W4696 1.000 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF WOODRING, CHRISTINA F. FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1.) 2.) 3.) TOYOTA COROLLA FURNITURE MET LIFE CAR INSURANCE REFUND TOTAL (Also enter on line 5~ Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,000 2,000 54 4,054 3W46AD 1.000 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF WOODRING, CHRISTINA F. FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADOFJESS RELATIONSHIP TO DECEDENT A. SHARON K. NEWMYER DAUGHTER 8 NORTH FRONT STREET WORMLEYSBURG, PA 17043 JOINTLY-OWNED PROPERTY: U:I IL;'~ DATE DESCRIPTION Of PROPER'P( % OF DATE OF DEATH ITEM FOR JOINT MADE iNCLUDE NAME OF FINANCIAL INSTITUTION ANS BAI~( ACCOUNT DATE OF DEATH DECD'S VALUE OF ~IJMBER OR SIMILAR IDENTIFYING NLIMBER. ATTACH DEED FOR NUMBER TEr~kNT JOINT JOINTLy-FEI. D REAL ESTATE. VALUE OF ASSET INTEREST DI=('-=DEN'F'S INTEREST 1, A. PRE-2000 M&T CHECKING ACCOUNT ACCT# 91511232 11,664 50% 5,832 2. A. PRE-2000 M&T SAVINGS ACCOUNT ACCT# 98216600 34,520 50% 17,260 3. A. PRE-2000 M&T CERTIFICATES OF DEPOSIT ACCT# 31003913916812 10,564 50% 5,282 TOTAL (Also enter on line 6, Recapitulation) $ 2 8,3 7 4 3W46AE 1.000 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF WOODRING, CHRISTINA F. FILE NUMBER 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. DESCRIPTION OF PROPERTY ITEM INCLUD~ THE Na&IE OF T~ TRANSFEREE, THEIR RE LATIONSHIP TO DECEDENT AAD DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER Th~ DATE OF TRANSFEI~ ATrACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABLE) VALUE 1. WAYPOINT IRA ACCOUNT #1081524118 BENEFICIARY: SHARON K. NEWMEYER, DAUGHTE! 8,378 100% 0 8,378 TOTAL (Also enter on line 7, Recapitulation) $ 8,378 (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 REV-1513' EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF WOODRING, CHRISTINA F. FILE NUMBER Debts of decedent must be reported o~ Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 5. 6. 7. ADMINISTRATIVE COSTS: 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: Attorney Fees 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees KERN AND COMPANY, P.C. TOTAL (Also enter on line 9, Recapitulation) 3W46AG 1.000 (If more space is needed, insert additional sheets of the same size) 800 800 REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF WOODRING, CHRISTINA F. FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH o CONNOR-RICH (MEDICAL EXPENSE) FREISTAK - SCHOOL TAXES KERN AND COMPANY, P.C. 2003 INDIVIDUAL TAX PREPARATION AT&T VERIZON TOTAL (Also enter on line 10, Recapitulation) $ 10 10 5O 8 10 88 3W46AH 2.000 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF WOODRING, CHRISTINA F FILE NUMBER NUMBER o NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] SHARON K. NEWMYER 8 NORTH FRONT STREET WORMLEYSBURG, PA 17043 ERICACONRAD 40 WEST BIG SPRING AVENUE NEWVILLE, PA 17241 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) DAUGHTER DAUGHTER 5O% 5O% AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 3W46AI 1.000 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004086 NEWMYER SHARON K 8 NORTH FRONT STREET WORMLEYSBURG, PA 17043 ........ fold ESTATE INFORMATION: SSN: 174-20-8378 FILE NUMBER: 2104-0339 DECEDENT NAME: WOODRING CHRISTINA F DATE OF PAYMENT: 06/25/2004 POSTMARK DATE: 06/25/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/29/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,723.00 TOTAL AMOUNT PAID' $1,723.00 REMARKS: SEAL CHECK# 657 INITIALS: JA RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 NEWMYER SHARON K 8 NORTH FRONT STREET WORMLEYSBURG, PA 17043 RE: Estate of WOODRING CHRISTINA F File Number: 2004-00339 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 07/18/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, Clerk of the Orphans' Court Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: ~/~.C I'~ ~C~ To the Register: Admin. No. I certify that notice of (beneficial interest) estate admini.~tration required by Rule 5.6(a) of the iOT~.~s' Court Rules served on or mailed to the following beneficiaries of the above-captioned estate on 3 ] .~ Name Address was : Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Address ~ /~ f/'LOAOV ~ Telephone (~t)). ~{..O{ Capacity: .. ~Personal Representative Counsel for personal representative SHARON K NEWMYER 8 N FRONT ST WORMLEYSBURG PA 170q$ I TNFORHATZON NOTZCE I FZLE NO. 21 0q-0559 AND I TAXPAYER RESPONSE ACN 0q129829 DATE 08-0Z-200~, Oi TYPE OF ACCOUNT I~ST. OF CHRTSTTNA F WOODRTNG [] SAVTNSS S.S. NO. 17~,-[0-8578 [] CHECKTNS DATE OP DEAT~ 05-29-200~ [] TRUST ? Cb TY CUMBERLAND REHIT PAYHENT AND FORHS TO: REGISTER OF ~ZLLS CUH~ERLAND CO COURT HOUSE CARLISLE, PA 17015 COMPLETE PART 1 BELO## # # SEE REVERSE SZDE FOR FZLZNO AND PAYHENT ZNSTRUCTZONS ACeOLIn~ No. 9600008810 Estubltshed Account Balance 2 · 070.01 Percent Tixablo X 50. 000 Amount Sub~t ~o Tax 1,035.01 Tax Ra~o X ,15 PART TAXPAYER RESPONSE ] '"'~'*" '"';:'"':"~'~'*'""' ............ ~'~ ...................... ' :?:'~:'""?! ....................... A. The above information and tax due is correct. You lust caeplete PART [] and/or PART [] bela,. PART Tf you indicate u d:ifferont tax rate, please state your ] relat~onsh:Lp to decedent: TAX RETURN - COMPUTATZON OF TAX ON JOTNT/TRUST ACCOUNTS LTNE 1. Date Established 2. Account Balance 3, Percent Taxable 3 fi. /mount Sub.~ect to Tax q. 5. Debts ~d Deduc~/ons 6. A~un~ Taxlblo 6. 7. Tax Ra~o 7 8. Tax ~e 8. PART DATE PAID PAYEE DEBTS AND DEDUCTZONS CLAZMED DESCRIPTION TOTAL (Enter on Line S of Tax Computation) AMOUNT PATD ~ / Undir penalttes of por.4ury, I declare that the facts 1' have reported ~bovo are true, correct and TAXPAYER SlgNATUI~E ~ TELEPHONE NUMBER GENERAL INFORMATION 1, FAILURE TO RESPOND NILL RESULT ZN AN OFFICIAL TAX ASSESSNENT with applicablm ]ntermst based on REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART 2 - TAX COMPUTATION Da*e of Death Spouse I Lineal S~b13ng { Collm~eral CLATMED DEDUCTIONS - PART ) DEBTS AND DEDUCTIONS CLAIMED Robert & sharon Ne~myer 8 North Front street Wormteysburg PA 17043-1327 0000 U.S. POSTRGE PAID CRI~P HILL.PA 17011 S0.37 00029Z68-08 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060I HARRISBURG, PA i71:'8-0601 LORRAINE NAGY KERN & CO 2551 MARKET ST CAHP HILL o PA 17011 CONMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 08-25-Z00fi ESTATE OF NOODRIN6 DATE OF DEATH 05-29-200q FILE NUHBER 21 0q-0559 COUNTY CUMBERLAND ACN 101 _C_U_T._A__L.O.N_G_~.H~.S._L_~ ....... ~_. RETAZN LONER PORTZON FOR YOUR RECORDS <.:. ~:L D~ALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE ODRIii '- · i? ~ CHRISTINA F FILE NO. 21 0q-0559 ACN 101 DATE TAX RETURN NAS: { X} ACCEPTED AS FILED { ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE CHRISTINA F Amount Remitted I RAKE CHECK PAYABLE AND REHZT FAYMENT TO: REGISTER OF NILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 08-ZS-ZO0~ APPRAZSED VALUE OF RETURN BASED ON: ORIGZNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Hortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) B. Total Assets APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expenses/Ada. Costs/HAsc. Expenses (Schedule H) (9) 10. Debts/Hortgage LiabAlitAes/LAens (Schedule Z) (10) 11. Total Deduct ions 12. Net Value of Tax Return 15. 1~. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax .00 ~00.00 .00 .00 ~05~.00 28z$7q. O0 8z578.00 (B) 800.00 NOTE: To Ansura proper credAt to your account, submAt the upper portion of th/s form wAth your tax payment. NOTE: q1,206.00 (16) .00 X O0 = .00 (16) q0,$18.00 X Oq5= 1,81q. O0 (17) .00 X 12 = .00 (18) .00 x 15 = .00 (19)= 1,81q. O0 AHOUNT PAID 1,725. O0 ASSESSMENT OF TAX: 15. Amount of LAne lq at Spousal rate 16. Amount of Line lq taxable at LAnaaZ/Class A rate 17. Amount of LAne lq at SAblAng rate 18. Amount of LAne lq taxable at Collateral/Class B rata 19. PrAncA}al Tax Due TAX CREDITS: PAYMENT RECEZPT DZSCOUNT (+) DATE NUHBER ZNTEREST/PEN PA/D (-) 06-25-200q CD00q086 90.68 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. BALANCE OF TAX DUEI INTEREST AND PEN. I .00 TOTAL DUE I .52 ( ZF TOTAL DUE ZS LESS THAN $1, N,O. PAYHE,N,T ZS RE;)UZRED. ZF TOTAL DUE TS REFLECTED AS A CREDZT (CR), YOU HAY BE D A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTTONS. Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 Nill refZect figures that lnclude the total of ALL returns assessed to date. 88. O0 (11} 888.00 (1::') q0,518.00 (15) . O0 (1~) q0,518. O0 RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR}: OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY= INTEREST: Estates of decedents dying on ar before December 12, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, tho Commoneealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes at the lamful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit aith your payment to the Register of Rills printed on the reverse side. --Make check or money order payable to: REGISTER OF RILLS, AGENT A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications ara available at the Office of the Register of Nills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour ansaering service for fores ordering= 1-SOO-56Z-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZl, Harrisburg, PA iTIZS-iOZI, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviaa Unit, Dept. lB0601, Harrisburg, PA 17lgB-060l Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decsdent's death, a five percent (SI) discount of the tax paid is allowed. The leg tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of six (6Z) percent par annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which a111 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Doily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~'~ lOX .OOO54B ~q~-1991 11Z .OOO~O1 ~ 9Z .000247 1983 16Z .000458 199Z 9Z .000Z47 ZOOZ 6X .000164 1984 llZ ,000~01 1995-1994 72 .000192 2003 5Z .000157 1985 lBZ .000356 1995-199B 92 .000247 2004 4Z .000110 1986 IOZ .000274 1999 7Z .000192 1987 lOX .000Z74 ZOO0 7Z .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELTNQUENT X DAILY INTEREST FACTOR --Any Re[ice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANtA DEPARTMENT OF REVENUE BUREAU OF IN DIV~DUAL TAXES DEPT. 280601 HARRISBURG, PA 17128 O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004326 NEWMYER SHARON K 8 NORTH FRONT STREET WORMLEYSBURG, PA 17043 fold ESTATE INFORMATION: SSN: 174-20-8378 FILE NUMBER: 2104-0339 DECEDENT NAME: WOODRING CHRISTINA F DATE OF PAYMENT: 08/31/2004 POSTMARK DATE: 08/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/29/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04129829 $155.25 REMARKS: TOTAL AMOUNT PAID: 8155.25 CHECK# 663 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OEWILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 28060! HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX &PPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-l$48 EX AFP C09-04) SHARON 8 ~RONT ST WORNLEYSBI~I~-~ O~ K NEWMYER PA 17045 DATE 12-Z0-2004 ESTATE OF WOODRING DATE OF DEATH 05-29-2004 FILE NUMBER 21 04-05~9 COUNTY CUMBERLAND SSN/DC 174-20-8S78 ACN 04129829 Amoun~ Remi~ed CHRISTINA f MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~.~ RETAIN LOWER PORTION FOR YOUR RECORDS ""~ REV-1548 EX AFP [01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 12-20-2004 ESTATE Of WOODRING CHRISTINA F DATE Of DEATH 05-29-2004 COUNTY CUMBERLAND FILE NO. 21 04-0559 S.S/D.C. NO. 174-20-8578 ACH 04129829 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 9600008810 TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE DATE ESTABLISHED 03-24-2003 Account Balance 2,070.01 Percent Taxable X 0.500 Amount Subject to Tax 1,035.01 Debts and Deductions - .00 Taxable Amount 1,035.01 Tax Rate X .15 Tax Due 155.25 TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID C-) AMOUNT PAID 08-30-2004 CD004326 .00 155.25 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 155.25 .00 .00 .00 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/17/2006 NEWMYER SHARON K 8 NORTH FRONT STREET WORMLEYSBURG, PA 17043 RE: Estate of WOODRING CHRISTINA F File Number: 2004-00339 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 3/29/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ t-' Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: C HLl ST '^' 11---5 L00LJ O~IN lY- Date of Death: 1'1 Mlc H :2-9 2.ooy Estate No.: tj..oD 4 -- 00 3~Cf 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 ijl No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes ~ No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Y es ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. j~~~ Signature Date: 2.':13 lOll S ~A1toN t A) e-w(V)'f e(l Name (-:1 <6 N F(lQ1J{' Sr vJoLt1L.t;lS~ ~Pr IPIf~ Address (llJ) 7,1 ~lV Telephone No. Capacity: .I]l Personal Representative o Counsel for personal representative ~~'