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Home My WebLink About02-0435 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION No. To: 2.1 - 02 - '-135 Estate of also known as RICKE A HOOD Deceased. Register of Wills for the County of l:TTMRF.IH,AND in the Commonwealth of Pennsylvania Social Security No. 202-44-4730 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Oecendent was domiciled at death in CUMBERLAND County, Pennsylvania, with h is last family or principal residence at 402 W CRESTWOOD, APT C 6 CAMP HILL (list street, number and municipality) Oecendent, then L..R years of age, died FEBRUARY 7 m 402 W CRESTWOOD. CAMP HILL. PA ,2q~2002 Oecendent at death owned property with estimated values as folllows: (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: $ $ $ $ Petitioner_ after a proper search h~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Name Relationship Residence LOIS HOOD MOTHER R.D. , BOX 239, STAHLST . , OWN, P A 15687 THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in th~ appropriate form to the undersigned. ~ V> 'Q)' U " ., :2~ V>~ .,.... ~~ -00 s= ..;::: cU..;::: 3~ ., '- ;0 os " 00 (;i LOSI HOOD R.D. 1. BOX 239 STAHLSTOWN, FA 15687 "<~/~~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } r"""'!,'-- SS~.; r' ci N :TI ;::t:j 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 representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. N \D v f''',,-J cc f!C q-.:- ~- I l --- '" '-' Q) ... =' .... tIS = bO ii5 No. ,J I - 0:2... - J../36 Estate of RICKE A HOOD , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW MAY 1, 2002 19_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that LOIS HOOD is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to LOIS HOOD in the estate of RICKE A HOOD , ~hl'~Uh;:/A>" )4<,- ~,Q/-a/~Y Y LEWf: egister of Wills FEES Letters of Administration $ "7 t?.:T"O Short Certificates0') . . . . . . . . .. $ . 9. 0 0 Renunciation ................ $ Jc~ $ -S-.oC> TOTAL _ $ ~~.oo File<;l . .~-:-~:-.o.~............ A.D. 19_ malled to exec on 5-1-02 ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE /' 1 \ L!,_,_' \.J.) (t.J\J\_~~GG~,,-, '~: 'A'""")',.J' ':-' -wIJ.J..~~.t.uw ~r.tt-1t .J. ~,t~ ~ tt1tt TAYLOR E. TROIANO Chief Deputy LORETTA RAICHEL Second Deputy WILLIAM F. CARUTHERS Solicitor EARL S. KEIM, II REGISTER OF WILLS AND CLERK OF THE ORPHANS COURT COURT OF COMMON PLEAS OF WESTMORELAND COUNTY - ORPHANS COURT DIVISION 301 COURTHOUSE SQUARE ~reengburg, ~enna. 15601 PHONE: ' 724-830-3178 April 25, 2002 .2, - 02. - ~35 Register of wills Cumberland County Carlisle, Pa. 17013 , Dear Ms. Lewis: We have been advised this Estate is to be filed in your county. We have sworn in the Administratrix, and attached her check in the amount of $84.00. If we can be of help in the future, please don't hesitate to ask. &3in ely," '. .' ,_... \ _.-f " O-~,~ ~"--~ Earl S. Kelm, II \ Register of wills ' ESK/cs '~J,n~J : :. "') ,. 8'::: Z c1 6Z lid\! ZOo ~ 21- 2002-00435 llnuentnry of the real estate, goods, chattels, rights and credits which were of RICKE A. HOOD , Late of Camp Hill , Cumberland County, Pennsylvania, deceased. Cash on Hand Commonwealth of Pennsylvania - Salary for period prior to death $ 1,473.61 Commonwealth of Pennsylvania - Sick Pay accumulated as of date of death 4.057.09 $ 5,530.70 Savings Accounts Pennsylvania State Employee Credit Union Account Number 0202444730 $ 48,492.22 Retirement Accounts Merrill Lynch IRA Account #2AT-33757 Beneficiary = Estate $22,196.00 Refunds Professional Credential Services, Inc. Exam Refund $ 125.00 Consumer Reports Magazine Subscription Refund 93.48 Sports Afield, Inc. Magazine Subscription Refund 7.79 Playboy Enterprises, Inc. Magazine Subscription Refund 3.75 Patriot News Magazine Subscription Refund 9.60 United States Treasury 2001 Federal Income Tax Refund 444.00 Vel - 9 o o ~ $l.:l ~. 0.. r< ~ o~ Su ("l -= (P en en ...... o 5' ::;;0:1 ~~ ~~ ..... tI'J ::s en 00..0 (P -= >-t ..... Ro~ 0:1 ~ z o Id (P 00 ..... en ...... (P >-t o >-+, ~ ..... - - en ~ $l.:l 00 (P o S' n ~ <:~o..'"rj g a 0 ..... ......er>-+,- o (p >-t (P ,'""I >-t (p 0.. '< - ("l $l.:l ~ ~ 00..0.. 0.. n ..... ~o~ "0 -= ::J'" >-t a (P e:. ':.< Id ~ ~~ a (p (;;' gS(t~ ...... en >-t~ tv u'$.eno 0;300 ("l ::s >-nJV ::-;-' ~. i:ii (p $l.:l (') ...... ~ (p 5' '. >-3 o ...... $l.:l - n~ ~ a ~al--< (per(/) S (p >-3 en::l.tI'J '$.~~ <:o..(/) ~no ..... 0 '"rj $l.:l ~ '"rj ::s I--< ......n 0....:::: tI'J ~ ntI'J ~~ >> . >-3 ::r:tI'J 00 o'"rj u ~ :: t: ~ :: 4'+ t) ~ ~ uQr< g a $l.:l (p "0 ...... $l.:l (p en ::r: 0 8.:=.:>-+' - z o tv o o tv I o o +::- w VI > en en (p ...... en Vel 0, - - +::- VI VI +::- X!fl"ljS!lI!UIpY 'POOH ~ '~'~;l?' ']~!pq put~ ~gp~IA\.oID[ AUI JO ls~q ~ql Ol 'UI~l! q::m~ JO lU~UI~S!tuddu lsnf u uo p~suq SUI~H P!US JO s~nluA l!UJ ~ql ~lU P~~!Sl~pUn ~ql Aq P~lUlS pun P~U!UIl~l~P 'p~lUl~UInu~ s~nluA ~qlluql pun qlu~P JO ~UIq ~qllu lU~p~::>~p P!US JO ~1~A\. q::>!qA\. All~dOld IUUOS1~d puu IU~l ~quo lU~UI~S!Ulddu puu A10lU~AU! ~l~IdUIo::> u ~lnHlsuo::> s~Inp~q::>s gU~Og~lOJ ~qllUql AJ~~A' aOOH'V tDIJnI JO ~lUls3: ~quo X~lUllS~U~mpV' aOOH ''] SIO'] 'I lIOl V1IlSINIWav ffiOlflJ3:X3: dO NOll VJI.ffiI3:A MEMORANDUM REAL ESTATE OUTSIDE OF PENNSYLVANIA Value None MEMORANDUM PERSONAL PROPERTY HELD JOINTLY by the decedent and any other Person or persons, except with surviving spouse by entirety. Value None ...; ~UON ~nJ1~ A "s:ma1llua apnl:lU! 10U oa "d!qslOA!AlnS JO lqll!l ql!A\ ATLNIOf aiHH HlVlSH lVtnI WDCINV1IOWHW '\7~'I'\7t't8 $ A~OlNHANI iVlOl 00'~6t'9 $ 160l9D1S8.M.81l:)NDl# NIA l~zulS: AA~ID ~661 All~dold sno~uun~:Js~w 19'LlL $ 00''\7'\7 punJ~~ XUl ~lUO:Ju:r ~lUlS TOOl ~nu~A~~JO lU~lUllUd~a u~uUAIAsuu~d ~ .. . LAW OFFICES OF FLICKINGER & BARR TELEPHONE 724-238-0300 FAX 724-238-1300 300 NORTH MARKET STREET LIGONIER, PENNSYLVANIA 15658 www.ligonierlaw.com RICHARD F. FLICKINGER J. DUSTIN BARR October 30, 2002 Register of Wills Cumberland County Courthouse One Courthouse Square Room 102 Carlisle, PA 17013-3387 Re: Estate of Ricke A. Hood Estate No. 21 2002 00435 ,'~ Dear SirlMadam: I enclose the Inventory for the Estate of Ricke A. Hood; two copies ofthe Inheritance Tax Return; a check made payable to the Mary C. Lewis, Agent, in the amount of $2,437.64 for payment ofthe inheritance tax; and a check made payable to Mary C. Lewis, Register, in the amount of $60.00 for balance due on letters. I also enclose a photocopy ofthe Inventory and the first page of the Inheritance Tax Return to be file stamped and returned to us in the enclosed envelope. Please call me if you have any questions or require anything further. Sincerely, J. Dustin Barr JDB/mab Enclosures cc: Lois L. Hood, Administratrix COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BARR J DUSTIN ESQUIRE 300 NORTH MARKET STREET L1GONIER, PA 15658 -------- fold ESTATE INFORMATION: SSN: 202-44-4730 FILE NUMBER: 2102-0435 DECEDENT NAME: HOOD RICKE A DATE OF PAYMENT: 11/04/2002 POSTMARK DATE: 10/30/2002 COUNTY: CUMBERLAND DATE OF DEATH: 02/07/2002 NO. CD 001808 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,437.64 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: J DUSTIN BARR ESQUIRE NO CHECK # SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $2,437.64 MARY C. LEWIS REGISTER OF WILLS REV-1?bo EX + (6-00) OFFICIAL USE ONLY ~ .. COMMONWEALTH OF PENNSYLVANIA REV-1500 I l &; I I DEPARTMENT OF REVENUE DEPT. 260601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2002 00435 COUNTY CODE YEAR NUMBEA DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Hood. Ricke A. 202-44-4730 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 2/7/01 6/6/1953 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER B 3. Remainder Return CHECK ~ ' "'"' ~"" ~ ,. "'~-".'"~" (dale of death prior 10 12-13-82) APPRO- 4. Limited Estate 48. Fulure Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-:82) PRIATE 6. Decedent Died Testate 7. Decedent Mamtained a LIVing Trust 0 8, Tolal Number of Safe Deposit Boxes (Attach copy of Will) (Attiilch .a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 011. ElectiontotaxunderSec.S"3(A) 12-31-9' and 1-1-95) (Attach SehD) nt!$$eOTIQNMVS'tilECQM"'~SED:m.dQljRE$1"ONi>ENCg'CQNFfOENTIAti'AXIN,,6i\MAtI0k$HQtiUiijj:laii'iebil;otbi NAME COMPLETE MAILING ADDRESS COR- J. Dustin Barr 300 North Market street RE- FIRM NAME (If Applicable) Ligonier, PA 15658 SPON DENT law Offices of Flickincrer & Barr TELEPHONE NUMBER 724-238-0300 None OFFICIAL USE ONLY ,. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4, Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 61,145.54 6. Jointly Owned Property (Schedule F) o Separate Billing Requested (6) None RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 0.00 8. Total Gross Assets (total Unas 1-7) (8) 61,145.54 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 6,535.10 10. Oebts 0' Oecedent, Mortgage Liabilities, & Liens (Schedule') (10) 440.56 11, Total Deductions (fotal Unes 9 & 10) (11) 6,975.66 12. Net Value of Estate (line 8 minus line 11) (12) 54,169.88 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) 54 169.88 SEE INSTRUCTIONS DN PAGE 2 FOR APPLICABLE RATES 15. Amountof Line 14taICableatlhe spousaltalt rate. or transfers under Sec. 9116(aH1.2) x.o (15) - TAX 16. AmounlofLine,4tanblealhnealrale 54,169.88 x.o 45 (16) 2,437.64 - COMPU- 17. Amountofllnll141axableatslblingrate 0.00 x.12 (17) 0.00 TATION 18. Amountof Llnll14 laxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 2,437.64 20. 0 I CHECK HERE IFYOU ARE REOIJESTING A REFUNIlOFANOVERPAYMENT I -? >> SE SURE TOANSWEA ALL QUESTIONS ON PAGE ZANO RECHECK MATH<< o PA15DDl NTF 29755 Copyright 2000 GreatlandlNelco lP - Forms Soltwarll Only , .. Estate of: Ricke A. Hocxi SUMMARY OF ALWCATIONS 'I'O BENEFICIARIES Taxable at lineal rate Lois L. Hocxi 54,169.88 21-2002-00435 , ., , PA REV-1500 EX (6-00) Decedent's Com lete Address: STREET ADDRESS 402 Cr'estwood Drive t C6 Page 2 CITY STATE PA ZIP 170n Hill Tax Payments and Credits: ,. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,437.64 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable O. Interest E. Penalty 0.00 0.00 Totallnterest/Penatty (0 + E) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Une 2. enter t!'Je dit1erence. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WilLS, AGENT (3) 0.00 (4) (5) 2,437.64 (5A) 0.00 (58) 2,437.64 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "x" IN THE APPROPRIATE 1. Did decedent make a transfer and: a. fetain 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 after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . 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 olller non-probate propeny 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 return, including accompanying schedules and statements, and to the best of my knowledge and belief, it IS true, correct and complete. Declaration of preparer otller than the personal representative is based on information 01 which oreoarer has an" knowledQe. SIGNATUR PERSO RE PONSI E FOR FILlN RETURN DATE Yes No ~ I 8 ~ o ADDRES RD#l Box 239, Stah1stown, Pennsylvania 15687 S~P:Jli.T<f2,,~~ ;PRESENTATIVE A~ ~ L(: 300 North Market street, Ligonier, PA 15658 DI\TE N.'/2...CJ' /0"2' I ( July 1, 1994and before January 1, the tall rate <:::":-:::,:,,::::,,::,:::::::,::::::::::::,,,-:,,:,,"."':::':::::,:,.:,:-:.,.:::.:.:-:.,.:--:,:,-,:,.:.:,:.,.:.::""':':;-'::-'.,.,.' ....-............. ." ....-......-.. ..-..-..-........-...-........-..-.....-.............. .. .. ...-....-.............. on the net value of transfers to or for the use of'the-~~'~~;v;~g~p-~'~~'~'is'30I.:' dates on [72 P.S. Ii 9116(a)(1.1)(i)). For dates of death on or after JaMary 1, 1995, the tax rate is imposed on the net value ot transfers to or for the use 01 the survIving spouse's 0'%172 P.S. i 9116(a)(1.1)(ii)]. The statute dnp,o: nn' p.lIpmnta transfer to a surViving spouse from tax, and the statutory requirements for diSClOSure of assets and filing a tall return are still applicable even jf tl1e su(Vi"ing spouse is the only bene1icialY. For dales of death on ar after July 1, 2000: Th" tal< rate imposed on the net value of transfers from a deceased cl1ild twenty-one yea(!; of age or younger at death to Of for tr.e use of a natural parent, an adoptive parent, or a stepparent of the child is 0% 172 P.S,1i9116(a)(1.2)), The tax rate imposed on the net value of transfers to or for the use of the decedent's Imeal beneficiaries is4.5%, ellceptas noted 111 72.P.S. i 9116(1.2) (72 P.S.i9116{1l)(111, ine tax filote imposed on the net value of transfers to or for the use of the decedent's sibli...gs is 12% 172 P.S. Ii 9116{aJ(1.3)]. A sibling IS defined, under Section 9102, as an individual who hasat least oneparenl in common with the decedent, whether by blood or adoption. o PA15002 NTF 29756 Copyright 2000 GreatlandfNelco LP - Forms Soffware Only ~ . .. . REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ricke A. Hcx:xi SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2002-00435 ITEM NO. DESCRIPTION Include proceeds of litigatIOn & date proceeds were receive a by the estate. All Drop. jolntlv-owned with rlaht ot survlvorshlo must be disclosed on Sch. F. VALUE AT DATE OF DEATH 1 commonwealth of Pennsylvania - Salary for Period Prior to Death 1,473.61 2 commonwealth of pennsylvania - sick Pay accumulated as of date of death 4,057.09 3 Pennsylvania state Employee credit union Savings Account No. 0202444730 48,492.22 4 Professional Credential Services, Inc. Exam Refund 125.00 5 Consumer Reports -- Magazine Refund 93.48 6 Sports Afield, Inc. -- Magazine Refund 7.79 7 Playooy Enterprises, Inc. -- Magazine Refund . 3.75 8 Patriot News -- Magazine Refund 9.60 9 United States Treasury 2001 Federal Income Tax Refund 444.00 10 Pennsylvania Department of Revenue 2001 state Income Tax Refund 44.00 11 1995 Chevy Blazer VIN #lGNcr18W8SK262091 Value based on Kelly Blue Book 6,395.00 TOTAL (Also enter on line 5, Rec.;loitulation) $ (If more space is needed, insert additional sheets of the same size) 61,145.54 7 CPA81 NTF 10908 Copyright F'orms Software Only, 1997 Nelco, Inc. ~ :'REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ricke A. Hood SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2002-00435 This schedule must be completed and filed it the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE RELATIONSHIP TO DECD & DATE OF TRANSFER NO. ATTACH COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 Prudential Financial Insurance 40,000.00 100% 0.00 0.00 Beneficiary = Lois L. Hood (Not Taxable since Insurance) 2 pennsylvania state Enployees 96,866.45 100% 0.00 0.00 Retirement Services - Pension Beneficiary = Lois L. Hood (Not Taxable Since Decedent was urder age 59 1/2) 3 Merrill Lynch IRA A=lU1t 22,196.00 100% 0.00 0.00 #2AT-33757 Beneficiary = Lois Hood (Not Taxable Since Decedent was urder age 59 1/2) TOTAL (Also enter on line 7, Recapitulation) $ 0.00 7 CPA01 NTF 10910 COPYright Forms Software Only, 1997 Ne1co, Inc. (If more space is needed, insert additional sheets of the same si2a) ~ JlEV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ricke A. Hood SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2002-00435 Debts of decedent must be reDorted on Schedule I. ITEM NO. A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1 Snyder Funeral Home - Funeral Bill 4,893.55 2 McColly Memorials, Inc. -- Grave Marker 669.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representatlve(s) Street Address City State 0.00 Zip Year(s) Commission Paid: 2. Attorney Fees Name: J. Dustin Barr, Esquire 3. Family Exemption: (If decedent's address is not the same as claimant's, anach explanation) Claimant Slreet Address City State Zip Relationship of Claimant to Decedent 750.00 0.00 4. Probate Fees 149.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7 Verizon Acct #717 731 1108 807 25 -- Phone Bill 17.16 8 PPL Electric utilities Acct #84710-70003 56.39 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert a.dditional sheets of the same size) 6.535.10 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Netto, Inc. ~ 5lEV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ricke A. Hood Include unreimbursed medical e)(penses ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-00435 DESCRIPTION AMOUNT 1 Travelers' Insurance -- Premium owed Account NO. 036660185 29.00 2 American Express - Credit Card #378305849171001 403.56 3 Eric Unger, DDS -- Dentist Bill 8.00 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 440.56 Copyright Forms Software Only, 1997 Nelco, Inc. ~ :-REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Ricke A. Hood No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT 00 Not List Trustee(s) 1 Lois L. Hood R.D. 1, Box 239 stahlstown, PA 15687-9631 Mother 21-2002-00435 AMOUNT OR SHARE OF ESTATE 54,169.88 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART" -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 7 CPA13 NTF 10913 (II more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. 0.00 /'?-6/- I \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-UD7 EX iFP 101-021 J DUSTIN BARR 300 N MARKET ST LlGONIER i c DATE ESTATE OF DATE OF DEATH FILE NUMBER /! COUNTY ACN 12-09-2002 HOOD 02-07-2002 21 02-0435 CUMBERLAND 101 RICKE A Allount Rellitted PA 15658 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iffY' =i6'ifj-E3f-AFP--foY=02Y------...--fNHERiYANC'E-YA3f-STAfEiiiE-tiY-oF'-Ac-couiff--.-i.------------------ --- ESTATE OF HOOD RICKE A FILE NO.21 02-0435 ACN 101 DATE 12-09-2002 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-02-2002 P R I N C I PAL T A X DUE: ucmmmcmmmmmmmmmmmuumUUCUCUcccccuccccmucmmmmmmmum.mmumm.mmmmmmmumuCCm...U.u.uumuuuuuuuu.u..u......u......mum.u 2,437.64 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-30-2002 CDOO1808 .00 2,437.64 TOTAL TAX CREDIT 2,437.64 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. J /'7-6/-/ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX J DUSTIN BARR 300 N MARKET ST LIGONIER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-02-2002 HOOD 02-07-2002 21 02-0435 CUMBERLAND 101 '* REY-1541 EX AFP (01-02) RICKE A Allount Rellitted PA 15658 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV :iS4-j-E3f-iFP--foY:o'2Y-No'TicE--oF-YNHEiiifANcE-'TAx-jrp'PRAisEirEN:r,--iLl-owAifcE-oi-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOOD RICKE A FILE NO. 21 02-0435 ACN 101 DATE 12-02-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 61. 145.54 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 6.535.10 440.56 (11) (12) (13) (14) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 61.145.54 6.975 66 54.169.88 .00 54.169.88 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of Abb ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = 54.169.88 X 045= .00 X 12 = .00x 15 = (19)= .00 2.437.64 .00 .00 2.437.64 . ". ..~.. . ,~~. (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-04-2002 CDOO1808 .00 2.437.64 TOTAL TAX CREDIT 2.437.64 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) JRD/June 3~, 1992/17858 lIAR 1 5 2004 In Re: Estate ofRicke A. Hood · ORPHANS' COURT DIVISION Late of Wormleysburg Borough · COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY Estate No.: 21-2002-0435 · PENNSYLVANIA NO. 21-2002-0435 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: Dustin T. Bart, Esquire Date of Decedent's Death: 02-07-2002 Date of Delinquency Notice: 01-30-2004 The undersigned, Glenda Famer-Strasbaugh, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 01-30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 03-11-2004 Glenda Farner Strasbaugh, Regis~f W' Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled~for'~ ~"2~°at~ - ~7 ;fli~ C~rt~oom No. 3:, If the Status Report is filed prior to the hearing date, the hearing will automatically b~~~ ~~ ' I II II Geo~ge~. ~Io~reer,*m. J. ~ Glenda Farner Strasbaugh ~,~~~ Register of Wills & Clerk of the Orphans' Court One Courthouse Square Carlisle, Pa. 17013 Marjorie A, Wevodau First Deputy (717) 240-6345 FAX (717) 240-7797 Kirk S. Sohonage, Esquire Solicitor OFFICES OF ~unt~ of (~um§erl~nl~ December 6, 2004 Paul E. Klinger 282 Redwood Lane Carlisle, PA 17013 IN RE: Estate of Helen G. Klinger Dear Mr. Klinger: It has come to my attention as solicitor for the Office of the Register of Wills and Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, that the above estate has failed to file a report of the status of administration as required by Pe~msylvania Orphans' Court Rule 6.12. Subsection (f) of Rule 6.12 requires that the Register of Wills notify the Court in the event the personal representative or counsel fails to file this notice after (10) days written notice thereof. You have already received written notice of this delinquency by the Register. Kindly accept this letter as written notification that unless the required 6.12 Status Report is filed with the Register of Wills Office within ten (10) days of your receipt of this correspondence, I will be compelled to file a Motion for Sanctions for Failure to Comply with Orphans' Court Rule 6.12. If required to do so, I will request that the Court grant counsel fees and court cost to be assessed against the offending party. Sincerely,,, Kirk S. Sohonage Solicitor r--~ 'ge $ r--I Postmark : ee Here ~d) F ,'es m I · ~ items 1 2. and 3. Also complete "1~11~114 if Restricted Delivery ~ desim*:L., · 'Pi~l~ name and address Oll the rever~e so that We can return the card to you. B. -~Pr/n~ed ~ne) · Attach fl~is card to the back of file mailplece, or ofl the front if space permit~. ~. D I~d~at~:td.~~it~l? r"l y~ 1. ~hlffiressed to: 4. Restricted DelIvepj? ~xba Fee) I-I Ye~ · 2.,tl~J~l~ber 7003 1010 0001 1203 7659 LAW OFFICES OF FLICKINGER & BARR TELEP.ONE 724-238-0300 FAX 724-238-1300 RICHARD F. FLICKINGER 300 NORTH MARKET STREET J. DUSTIN BARR LIGONIER, PENNSYLVANIA 15658 www.ligonierlaw.com March 29, 2004 Office of Register of Wills Cumberland County Hanover and High Street Carlisle, PA 17013 Re: Estate of Ricke A. Hood Est. No. 21-2002-00435 Dear Sir/Madam: I enclose for filing the Status Report under Rule 6.12 and a Receipt and Release agreement. I apologize for the delay in our filing of these documents. We had unresolved issues with some of the decedent's retirement accounts which might have required the involvement of the Administratrix on behalf of the estate. These issues have now been resolved. Please date stamp the enclosed copy of this letter and return it to us in the enclosed envelope to confirm that the hearing scheduled for June 4, 2004 has been canceled. Sincerely, us in Barr JDB/jb Enclosures cc: Lois L. Hood, Administratrix STATUS REPORT UNDER RULE 6.12 NameofDecedent: Ricke A. Hood Date of Death: February 7, 2002 Will No.: Admin. No.: 2002-00435 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 IX] 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes k-'] No' [-] 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. Date: March 29, 2004 Signature J. Dustin Bart Name Law Offices of Flickinger & Bart 300 North Market Ligonier, PA 15658~ Address -ID 724-238-0300 ! Telephone No. Capacity: [--] Personal Representative · ['X'] Counsel for personal representanve IN THE ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of RICKE A. HOOD, ) No. 21-2002-00435 ) Deceased ) RECEIPT AND RELEASE I, LOIS L. HOOD, do hereby acknowledge to have received from LOIS L. HOOD, Administratfix of the Last Will and Testament ofRICKE A. HOOD, all distributions due me in said Estate (see attached informal account). I waive all further accountings and notices, and release and discharge LOIS L. HOOD, from any further duties and from all liability as Administratrix. Intending to be legally bound, I have hereunto set my hand and seal this ,j'l day of March, 2004. r~ L HO0~' - ESTATE OF RICKE A. HOOD Est. No. 21-2002-00435 Informal AccountinE: Inventory $ 83,341.54 Removed Merrill Lynch from Inventory since beneficiary was Lois L. Hood and not the estate as originally identified 1~$22,196.00) TOTAL $ 61,145.54 Less Estate Expenses ($ 9~413.30) TOTAL DISTRIBUTED $ 51,732.24