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HomeMy WebLinkAbout03-0882Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of .Helen M. Wood No. ~'/-~" also known as Petitioner(s), who is/are 18 years of age or older, apply(les) for: , Deceased Social Security No, 181058890 (COMPLETE "A" OR "B" BELOW:) [] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors Decedent, dated 12/14/1987 and codicil(s) dated . named in the Last Will of the State relevant cimumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.ta.: pendente lite, durante absentia; durante minodtate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Carlisler Cumberland County, Pennsylvania, with his/her last family or principal residence at 1 Alliance Driver Apt. 307~ Carlisle, PA~ 17013 (list street, number and municipality) Decedent, then 85 years of age, died October 5 ,2003 , at Palmerton Hospital, Palmerton, PA Decedent at death owned property with estimated ,.raiues as follows: (Location) (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 ........................................................................................ $ Total ..................................................................................................................... $ Real Estate situated as follows: 89,000.00 89,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: J Typed or pdnted name and residence Signature Earl E. Wood 4600 Timbery Court, Jefferson, MD 21755 Duane L. Wood 434 Longs Gap Road, Carlisle, PA 17013 RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 Decedent, Sworn to and affirmed and subscribedbefore me this 24th day of EarlE. Wood October, 2003 Duane L. Wood DECREE OF REGISTER Estate of Helen M. Wood also known as Deceased Social Security No: 181058890 Date of Death: 10/05/2003 AND NOW, , 2003 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I~ Testamentary I~ of Administration. (c.t.a., d,b.n.c.t.; pendente lite; durante absentia; durante minodtate) are hereby granted to Earl E. Wood and Duane L. Wood in the above estate and that the instrument(s), if any, dated December 14~ 1987 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Short Certificate(s) ............... $ Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ) .............. $ Codicil ................................. $ JCP Fee ................................. $ Inventory & Tax Forms ............. $ Other ...................................... $ TOTAL ............................. RW-7A Rgg'ster of Wills ' ~ / Attorney: Elizabeth P. Quigley I.D. No: 6346 Address: 26 E. Main Street, P.O. Box 428 New Bloomfield PA 17068 Telephone: 717-582-4335 DATE FILED: WILL OF HELEN M. WOOD I, HELEN M. WOOD, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last Will and revoke any Will previously made by me. ITEM I. I devise and bequeath all of my estate of every nature and wherever situate as follows: A. One-half thereof to my son, EARL E. WOOD. Should my son, EARL E. WOOD, predecease me, I devise and bequeath his share of my estate to his issue per stirpes. B. The remaining one-half thereof to my son, DUANE L. WOOD. Should my son, DUANE L. WOOD, predecease me, I devise and bequeath his share of my estate to his sons, STEVEN WOOD and JEFFREY WOOD. ITEM II. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM III. I appoint my sons, EARL E. WOOD and DUANE L. WOOD, executors of this my last Will. ITEM IV. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. Page 1 of 4 Pages 1987. IN WITNESS WHEREOF, I hereunto set my hand this /~~y of December, Henlan M. Wood Page 2 of 4 Pages The preceding instrument, consisting of this and two ether typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published and declared by Helen M. Wood, the testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~CT/+f~f~'Z~a/~ We, Helen M. Wood ) ) SS: ) , the testat rix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly and that she executed it as her free and voluntary act for the pur- poses therein expressed, and that each of the witnesses, in the presence and hearing of the testa~ix signed the will as witness and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Hel~-~ ~;d' Testat rix ~ , Witness Subscribed, sworn to and acknowledged before me by Helen M. Wood the testat rix, ~and subscribed and sworn to before me by ~/E/~ ~, ~[~L~y and Oz~A ~.~. ~ ~, witnesses, this /m/~-~ day of December , 19 87. (SEAL) SIGNED BLOOMFIELD BORO. ?£R~¥ COUNTY MY COMBISStOH E~t::~ ~.~AY 2, 1988 ' ~ a A~ ~iat on of Notaries Page 4 of 4 Pages Cumberland County CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Helen M. Wood Date of Death: 10/05/2003 Will No. 2003-00882 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 02/05/2004 : Name Address. Mr. Earl E. Wood 4600 Timberv Court Jefferson MD 21755 Mr. Duane L. Wood 434 Lonos GaD Road Carlisle PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:, Date: 02/05/20{)4 Capacity: Signatur~/~ Name: Elizabeth P. Ouiolev Address: P.O. Box 428.26 E. Main Street New Bloomfield PA 1706{) Telephone(717)-5824335 X Personal Representative Counsel for Personal Representative LAW OFFICE ELIZABETH P. QUIGLEY 26 EABT MAIN I~TREET P. O, BOX 42:8 NEW BLOOMFIELD, PENNSYLVANIA 17068 PHONE: ('717) 582-4335 FAX: ('717) 582-7697 March 15, 2004 Cumberland County Courthouse Hanover & High Streets Carlisle PA 17013 RE: Helen M. Wood Estate Estate No. 2003-00882 To Whom It May Concern: Enclosed please find two COllies of the Inheritance Tax Return in the captioned matter. Also enclosed please find a check in the amount of $6,487.34, representing payment of the Inheritance Tax and a check in the amount of $15.00 representing the filing fee for the tax return. EPQ/sa Encls. Very truly yours, ~(~a~th P. Quigley COM~v~ONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDiViDUAL TAXES DEPT. 280601 HARRISBURG, PA 17~ 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003692 QUIGLEY ELIZABETH P PO BOX 428 NEW BLOOMFIELD, PA 17068 ........ fold ESTATE INFORMATION: SSN: 181-05-8890 'FILE NUMBER: 2103- 0882 DECEDENT NAME: WOOD HELEN M DATE OF PAYMENT: 03/17/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,487.34 REMARKS: CHECK# 106 SEAL TOTAL AMOUNT PAID: $6,487.34 INITIALS: JA RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-15OO EX + (6-00)  COMMONWEALTH OF 'ffPENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 0 -O 3 COUNTY CODE YEAR 0 0 8 8 2 NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z Wood~HelenM. I 8 1 - 0 5- 8 8 9 0 t"t DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM*DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ILl REGISTER OF WILLS (.1 10/05/2003 05/09/1918 III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER U.I I-- Z LU Z o u.I 0 (.,1 r~l. Original Return [-'-~ 4. Limited Estate [~-]6. Decedent Died Testate (AttachcopyofWill) 11~9. Litigation Proceeds Received NAME Elizabeth P. Qui,qley FIRM NAME (If Applicable) TELEPHONE NUMBER 717-582-4335 --] 2. Supplemental Return E~] 4a. Future Interest Compromise (date ofdeath a,er 12.12-82) r~7. Decedent Maintained a Living Trust (Attach copy of Trust) ] 10. Spousal Po'¢erty Credit (date of death between 12-31-Sl and 1-1.95) COMPLETE MAILING ADDRESS P. O, Box 428 26 E. Main Street New Bloomfield [-'-~ 3. Remainder Return (date of death pdort0 12-13-82) r-~5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes ~']11. Election to tax under Sec. 9113(A) (Attach Sch O) PA 17068 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) E~ 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) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental 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) ~ ~'"': · OFFICIAL USE ONLY 93 31~290.21 (8) (11) (12) 9,723.33 1,369.60 155~255.98 11~092.93 144~163.05 (13) (14) 144,163.05 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 20, X ~ (15) 144,163.05 X .045 (16) X .12 (17) X .15 (18) (19) 6~487.34 6~487.34 Decedent's Complete Address: STREET ADDRESS 1 Alliance Drive, Apt. 307 CITY Carlisle ISTATE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B Prior Payments C. Discount Total Credits ( A + B + C ) (2) (1) 6~487.34 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 6~487.34 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 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 fight 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 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 pena t es of perjury, declare that I have examined this return including accompanying schedules/a'~d'slatemants, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which prel3~rer ha~ any knowledge. SIGNA,TO-I'~ OF PERSON RESPOI~IBLE FOR FILING RETURN ~' ,/' ~ ~.~,, ,,' ~/) DATE ADDRESS Earl E. Wood, 4600 Timbery Court, Jefferson, MD 21755 Duane L. Wood~ 434 Longs Gap Road~ Carlisle~ PA 17013 SIGNATURE OF PREP~THER THAN REPRESENTATIVE DATE ADDRE ~"~'-'~. b. BoW3C~281t 26 E. Main St. ~._.~New Bloomfield PA 17068 6~487.34 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. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 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. REV-1503 EX + (b)8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wood. Helen M. SCHEDULE B STOCKS & BONDS FILE NUMBER 20 03 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 00882 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. GNMA Fund Inv #09951191564 - (4,830.513 shares @ $10.48 & $10.50) 50,672.09 Accrued dividends TOTAL (Also enter on line 2, Recapitulation) $ 31.35 50~703.44 (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 ESTATE OF Wood, Helerl M. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 20 03 00882 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1991 Chevrolet Corsica 1,000.00 Capital One - Acct# 0575 Capital One - Acct# 1979 Chapel Pointe - refund 12,012.12 25,140.41 27,216.70 TOTAL (Also enter on line 5, Recapitulation) $ 65~369.23 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wood. H~l~n M. FILE NUMBER SCHEDULE F JOINTLY-OWNED PROPERTY ZO 03 00882 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 ADDRESS RELATIONSHIP TO DECEDENT A. Earl E. Wood 4600 Timbery Court son Jefferson, MD 21755 B Duane L. Wood 434 Longs Gap Road Carlisle, PA 17013 son JOINTLY-OWNED PROPERTY: L~ I I IzH~ DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERE8 1. A.B. 1/7/00 Waypoint Bank, Account #1000006501 1,918.49 33. 633.1£ TOTAL (Also enter on line 6, Recapitulation) $ 633.1 ( (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 ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER Wood, Helen M. 20 03 00882 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, 'es. DESCRIPTION OF PROPERTY ITEM ~CLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DA'I'E OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF ^P~.IC~LE) VALUE 1. Waypoint Bank, Account #0100555721 21,249.40 100. 3,000.00 18,249.4£ Names on Account: Helen M. Wood, Earl E. Wood and Duane L. Wood. Earl E. Wood and Duane L. Wood are the sons of the decedent, Helen M. Wood. Account opened May 20, 2003. 2. Pentagon Federal Credit Union Share Savings Account 10.02 100. 10.02 #259583-01-2 Names on Account: Helen M. Wood, Duane L. Wood and Earl E. Wood. Earl E. Wood and Duane L. Wood are the 0.00 sons of the decedent, Helen M. Wood. Account opened July 22, 2003. 3. Pentagon Federal Credit Union Money Market Share 13,030.79 100. 13,030.79 Certificate #1832180-56-4 Names on Account: Helen M. Wood, Duane L. Wood and Earl E. Wood. Earl E. Wood and Duane L. Wood are the sons of the decedent, Helen M. Wood. Account opened July 28, 2003. TOTAL (Also enter on line 7 Recapitulation) $ 317290.21 (If mnr,~ nnnr, nie nc~HaN ;n~.,4 ~1~1;*;~._, _~.__~_ _, .... sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Wood. Helen M. 20 03 00882 Debts of decedent must be reported on Schedule l. ITEM NUMBER DESCRIPTION AMOUNT 1. 2. 3. 4. 5. 6. FUNERAL EXPENSES: Parthemore Funeral Home Contribution to Church Luncheon Reception Flowers Clothes Thank You cards and postage 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 Year(s) Commission Paid: AttomeyFees Elizabeth P. Quigley, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Skeet Address City State Relationship of Claimant to Decedent Probate Fees , Short Certificates, filing fees Accountant's Fees Tax Return Preparer's Fees The Sentinel - legal advertisement Cumberland County Law Journal - legal advertisement Death Certificates Zip TOTAL (Aisc enter on line 9, Recapitulation) $ 7,775.80 225.00 325.00 320.00 54.00 49.00 500.00 264.00 105.53 75.00 30.00 9~723.33 (If more space is needed, insed additional sheer of the same size) REV-1512 EX + (6;9_8) COMMQNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wood. Helen M. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Expenses involved with removal of personal property from rental property FILE NUMBER 2o O3 00882 Chapel Pointe - rent settlement Travel expenses TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUEAT DATE OF DEATH 108.00 664.00 597.60 1 ~369.60 REV-1513 EX + (g-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Wood. I' ~l~rl M. NUMBER I. 1. 2. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and transfers under Sec. 9116 (a)(1.2)] Earl E. Wood 4600 Timbery Court, Jefferson, MD 21755 Duane L. Wood 434 Longs Gap Road, Carlisle, PA 17013 FILE NUMBER 20 03 RELATIONSHIP TO DECEDENT son son Do Not List Trustee(s) 00882 AMOUNT OR SHARE OF ESTATE one-half of estate one-half of estate TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET WILL OF HELEN M. WOOD I, HELEN M. WOOD, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last Will and revoke any Will previously made by me. ITEM I. I devise and bequeath all of my estate of every nature and wherever situate as follows: A. One-half thereof to my son, EARL E. WOOD. Should my son, EARL E. WOOD, predecease me, I devise and bequeath his share of my estate to his issue per stirpes. B. The remaining one-half thereof to my son, DUANE L. WOOD. Should my son, DUANE L. WOOD, predecease me, I devise and bequeath his share of my estate to his sons, STEVEN WOOD and JEFFREY WOOD. ITEM II. I direct that all'taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM III. I appoint my sons, EARL E. WOOD and DUANE L. WOOD, executors of this my last Will. ITEM IV. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. Page 1 of 4 Pages IN WITNESS WHEREOF, I hereunto set my hand this t~~y of December, 1987. Helen M. Wood Page 2 of 4 Pages The preceding instrument, consisting of this and two ether typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published and declared by Helen M. Wood, the testatrix therein named, ag and for her last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. Page 3 of 4 Pages COMMONWEALTH OF PENNSiLVANIA ) ) SS: COUNTY OF '~.7~ ~;/~.'J'~ ) We, Helen M. Wood ~ O~z~ ~. Z. /~/~FE , the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly and that she executed it as her free and voluntary act for the pur- poses therein expressed, and that each of the witnesses, in the presence and hearing of the testa~ix signed the will as witness and that to the best of their knowledge the testatrix was at lhat time eighteen years of age or older, of sound mind and under no constraint or undue influence. el~[~. Wooed' "~at rix Subscribed, sworn to and acknowledged before me by Helen M. Wood the testat rix, ~and subscribed and sworn to before me by W~/~ ~, and ~~A ~. 4'~ ~, witnesses, this ./~7~ day of December 19 87 . (SEAL) SIGNED Page 4 of 4 Pages LOOK FOR US, WE'LL GET YOU THERE. Janua~ 23,2004 Elizabeth P. Ouigley 26 EAST MAIN STREET NEW, BLOOMFILED, PA 17068 Dear Elizabeth P. Quigley: This is the rest of the information concerning Helel Wood's account 1000006501. This ~ount was opened September 29~, 1992 with i.oint ownership wit, h Ead E. Woed and Duane L Wood since opening. The ba!ance as of October 5"", 2003 was $1918.49. If you have any questions please feel free to contact me at (717) 564.1470. Respectfully, (_ ...... 7'_._::~---=--- --,=--- "%,.~--' Raun C, Wilson Customer Service Representa[ive II Waypoint ban~ P.O, Box 1711, HARi~IS;U~:;. PENN;YLVANIA 17|0~;-1711 TOll Fri~ 1-865'WAYPOtNT (I-B(;6-gEg--7646) ' www. wa~Ipolntbank.¢om ..TRhl 23 2--'884 "9 .... ~, ,-,-,~ ,- ~...=~ FR CRP]TRL ONE ~. .-q?? 658 3529 T9 9171rSc.=~6d? P.01/'82 Fax Capital© ".h Banking . ,/ervfces Capital O~c Finan¢i[lt Tcll Fr¢cl.$8~-[4 t0-4013 F~ 1-877~650-3528 Urgent [3 Pleas~ Comment [] Far Review Please Reply To: Elizabeth Quigley From: Fax: 717-582-7697 # Pages: Ph~n~: D~te: Re: Verification of Dcposi: from 10/05/03 Paul J. Schrr~ 2 (Lt~cluding cover page) 0 t/23/2004 Tbaak you for your interest in Capital One. This message is confidential private client information belonging to Capital One, The information is intended only for tl3e use of the individual named above and may contain information that is privilegeS, confidential, and exempt from disclosure. If you are not ~ Intended' recipient, you are hereby notified that any disclosure o! this confidential Information iS st~tly prohibited. If you have received this information in error, please, kindly notify us by ~elephone ancl return the ori~31nat to us bv mall. Thank you. JAb4 ,:2,5 200d 1S:26, FR CAPITAL ONE I 877 65,0 ~."-'q "'.' ..... '~ ' ,;,....,=. TO '::]1,1,.,8~.76~? P,02/02 Ttxe Estate of Helen M. Wood, Earl E. & Duane I. Wood, co-Executors PC) Box 428 26 East Main Street New §loomfield, PA 17068 January 23, 2004 Re: Verification of Deposits from 10/05/2003 for xxxxxx1979 & xxxxxx0575. De~' E~rl E. & Duane L. Wood: We would like to take thi, opportunity to expres~ our condolences for youz loss. Per yom' request, the ~couat information you require is as follows: · The bahnce on the account xxxx.x, x0575, w,hich was an individual account in ~e name of Helen M. Wood (deceased), as of 10/05/2003 was $12,000.00. · The estimated accrued unpaid interest on the account xxxxxx0575 as o~' 10/05/2003 was $12.12. The balance on the account xxx,xxxt979, wi:ich was an inddvidua[ account in the name of l-Ielen M. Wood (d~ce~sed), as of 10/05/2003 was $25,000.00. Thc estimated accrued unpaid interest on the acceunt xx.xx×x1979 as of 10/05/2003 was $140.41, You can now check rates, access your current balance :'.nd obtain additional account information 24. hours a d~y by calling our Voice Response Unit ~:RU), at 1-88}3-810-4013, or by' visidng u~ cnhne at .h .ttp://deposit$,~apitalone.co. rf}. Representativez arc also awdlablc to assizt you Monday through Friday, 8:00 a.m. to 8:00 p.m., and Saturday, $:00 a.m. to 2:00 pm., Eastern Standard Time. 'Fla.*ak you for banking with Capital One. We're happy to scrvr your financial needs. Sincerely, Jokn F. Riehaads Manager, D~tect Bank TOTAL PAGE, Pentagon Federal Credit Union Box 247009, Onmha, Nebras,/ea (~124-7009 (402) 951-2500 1-800-24 7-5626 www. PenFed. o;~ December 30, 2003 Elizabeth P. Quigley 26 East Main Street P.O. Box 428 New Bloomfield, PA 17068 Re: Helen M. Wood File #: 2595836 Dear Ms. Quigley, We are writing in response to you request concerning the above referenced account. Our records show that Mrs. Wood's accounts were opened as such: · Share Savings Account 2595836-01-2, opened on 07/22/03. · Money Market Share Certificate 1832180-56-4, opened on 07/28/03. If you have any questions please do not hesitate to contact us at 1-800-247-5626. Sincerely, William It. Lockwood Estate Accounts Specialist Omaha Service Center Wagpoint BANK LOOK FOR US;,. WE'Lt. G~:T YOU THeFt,, ,519 S 2~tl) STREET HARR)$BUEG PA 17q04 Deoe..r~be, r 10, 2003 Elizabeth P. Qu*g:ey 2-3 EAST MAIN STREET NEW, BLOOMFiLED, PA 17068 Dear Elizabeth P. Ou~iey: Here is the rest of the irffomlation that you requested on Helen Woods accounts. Accour¢ # 0100555721 ~$ opened May 20'~, 2003 and had joint ownership since the accouf¢ wa~, opened, The baIance as of October 5TM 2003 wes $21,249.40. He!en's Certificate of deposit (account #10000129§5) was opened o~girlally on !I07100 and has rlad joint o',v2ersh~p si~e ecootJnt opening. Helen received ;ntere,.st payments by check sc her balance, on th~s cedif'~,;ate as of October 5¢' 2003 v~s 2?2.00000 If you here any questions :4ease ~eel free. to oontac! me at Respectfully, Raun C. Wilson Customer Service Represent6tive Ii Wa',¢im bank PO t~ox [7!i, HA~RlSaUF~G, PeNNSVt~AN1A 1710~-17tl Toll Fre~ I-n66-WAYPOl~T (I-86~-9P-9-7646). ww~:walJpointb~nkcom December 4, 2003 In reply to: Helen M. Wood Elizabeth P. Quigley 26 East Main Street P.O. Box 428 New Bloomfield, PA 17068 Dear Elizabeth P. Quigley: This letter is to provide you with the date of death value, ownership's, and names of the joint owners. Helen has one open account with our institution. The account that remains open is account #1000006501 and the balance as of October 5, 2003 was $1918.49. The other two accounts you referenced, account 1000012955 and 0100555721, were closed as of November 21,2003 (enclosed you will find a copy of the closeout form for account 0100555721 ) Helen's accounts are all joint ownership with Ead E Wood and Duane L Wood as co-owners with Helen. These accounts have been joint since account opening. If you have any questions please feel free to call me at (717) 238-9720. Respectfully, Raun C. Wilson Customer Service Representative II Waypoint bank Page 1 of 2 DOCUMENT SOLUTIONS" Account: Name: Address: 100555721 HELEN M WOOD OR DUANE L WOOD OR EARL E WOOD 1 ALLIANCE DR APT 307 CARLISLE PA 17013 170130000 12/04/03 The image shown below represents an official copy of the original document as processed by our institution CHECKING/GMFA WITHDRAWAL 66 - WI rHDRAWAL ' ' 72 - ~EO~ DEBIT ?C 11/21/03 2810260 11306.24 http://10.15.1.108/dsi-bin/dsigtwy.dll/print?20031121---2810260.htm 12/4/2003 Pentagon Federal Credit Union Box 247009, Omaha, Nebraska 68124-7009 (402) 951-2500 1-800-247-5626 www.PenFed, o~a December 8, 2003 Elizabeth P. Quigley 26 East Main Street P.O. Box 428 New Bloomfield, PA 17068 Re: Helen M. Wood File #: 2595836 Dear Ms. Quigley, We are writing in response to your request concerning the above referenced account. Our records indicate that Mrs. Wood had the following accounts as of October 5, 2003: Share Savings Account 2595836-01-2 with Duane L. Wood and Earl E. Wood listed as the joint owners with rights of survivorship. The account had a principal balance of $10.01 with $.01 in accrued yet not posted dividends for a total date of death balance of $10.02. Money Market Share Certificate 1832180-56-4 with Duane L. Wood and Earl E. Wood listed as the joint owners with rights of survivorship. The account had a principal balance of $13,000.00 with $30.79 in accrued yet not posted dividends for a total date of death balance of $13,030.79. If you have any questions please do not hesitate to contact us at 1-800~247-5626. Sincerely, William It. Lockwood Estate Accounts Specialist Omaha Service Center T H Iz-V~,.~Ual'glC, RO U P~ ELIZABETH P QUIGLEY LAW OFFICES OF ELIZABETH P QUIGLEY P.O. BOX 428 NEW BLOOMFIELD, PA 17068 December 16, 2003 GNMA Fund Inv #09951191564 ESTATE OF HELEN M WOOD Dear Ms. Quigley: We are responding to your request for the value of the above-referenced account as of October 5, 2003. Since that date fell on a non-business day, we are providing the values for October 3, 2003. On that date, the number of shares, price per share, and the value of the account were as follows: Fund Name Shares Price Value GNMA Fund Inv 4,830.513 $10.48 $50,623.78 Accrued Dividends (through the date of death): $31.35 Note: As of October 6, 2003 (the business day following the date of death), the account's share balance remained the same. However, the share price had changed to $10.50. If you have any questions or need further assistance, please contact a member of our Transition Specialist Team at 1-888-237-9045. A dedicated Transition Specialist will be pleased to assist you. Sincerely, Client Services Department bc 50340692 Post Office Box 2600, Valle),- Forgc, Pennsylvania I9482-26oo (6~o) 669-~ooo · wx~v. vanguard.com BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTV/S/OH DEPT. 280601 HARRTSDURG, PA 1711D-0601 CONHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHEHT OF TAX REV-1;¢7 EX AFP C01-03) ELIZABETH P QUIGLEY 26 E HAIN ST PO BOX ~28 NEW BLOOMFIELD DATE ESTATE OF DATE OF DEATH FILE HUHBER COUNTY ACH 05-O$-ZOOq WOOD 10-05-2005 21 03-0882 CUMBERLAND 101 Amount Remitted HELEN H PA 17068 HAKE CHECK PAYABLE AND REH'rT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~"~ REV-1547 EX AFP (01-03) NOTICE OF ZNHER/TANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF WOOD HELEN HFZLE NO. 21 05-0881 ACN 101 DATE 05-05-Z00~ TAX RETURN #AS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es*ate (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership ~nterest (Schedule C} ($) q. Hortgeges/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 11. Tote1 Deductions 12. Net Value of Tax Return 50/705.~ .00 .00 .00 65/569 .IS 7/895.10 51/290.21 9,723.33 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. 13. NOTE: 155,255.98 1,369.60 (11) 11.092.g3 (1;) lqq,165.05 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) Net Value of Estate Sub.~ect to Tax (1~) Zf an assesswent was issued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 1E. Amount of Line 1~ et Spouse1 rate (15) 16. Amount of Line 1~ taxable at Lineal/Class A rate (16) 17. Amount of Line lq at Sibling rate (17) 18. Amount of Line 1~ taxable et Collateral/Class B rate (18) 19. Princi)el Tax Due RECEIPT NUMBER CD005692 DISCOUNT INTEREST/PEN PAID (-) .0O .00 1~,165.05 TAX CREDITS $-17-200c~ 18 and 19 will · O0 x O0 = . O0 1~,165.05 X 0~5= 6,c~87.$~ · 00 x 12 = . O0 ~ x 15. = T? .00 ~ ese)= : , ~.87. $~ AMOUNT PAZD ~1 6,~87.~ TOTAL TAX cREDIT I~__a 6"~87.S~ BALANCE OF TAX DUEI .00 INTEREST AND PEN.I .00 TOTAL DUE I .00 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT 1S REQUIRED. 1F TOTAL DUE 1S REFLECTED AS A 'CREDIT" (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR /NSTRUCT/ONS.) RESERVAT[ON: PURPOSE OF NOT[CE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tho expiration of any estate for life or for years, the CommonNealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2160 of the Inheritance and Estate Tax Act, Act g$ of 2000. (7g P.S. Section 9160). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-l-413). Applications arm available at the Office of the Register of Nills, any of the Z-4 Revenue District Offices, or by calling the special gB-hour answering service for forms ordering: 1-800-361-20S0; services for taxpayers eith special hearing and / or speaking needs: 1-800-667--4010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shcNn on this Notice must object ~ithin sixty (60) days of receipt of this Notice by: --~rittmn protest to the PA Department of Revenue, Board of Appeals, Dept. 281011, Harrisburg, PA 1711&-1011, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB06Ol, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. Zf any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is a11oeed. The 151 tax amnesty non-participation penalty is computed on t~o total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of tho tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you Nould 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 ~hich became delinquent before January l, 1982 bear interest at the rate of six (61) percent per annum calculated at m daily rate of .000166. All taxes ahich became delinquent on and after January 1, 198Z Nil1 bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Ompartment of Revenue. The applicable interest rates for 198g through gO06 ara: Interest Dally Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 zox .o~ T9~'8-1991 T .00o3ol ~ ex . ooo167 198'4 16Z .000638 1992 97. . O0 OZ,q.7 gOOg 67. . O0016q* 1986 111 .000-401 1993-1996 7Z .000192 2003 57. .000137 1985 13Z .000-456 1995-1998 9Z .000267 ZOO6 67. .000110 1986 107. .000176 1999 77. .000192 1987 ZOZ .0D0176 ZOO0 77. .000192 --Xnterest is calculated as follows: XNTEREST = BALANCE OF TAX UNPAXD X NIJXBER OF DAYS DELTNQUENT X DATLy INTBREST FACTOR --Any Notice issued after the tax becomes delinquent ail1 reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Zf payment is made after the interest computation date sheen on the Notice, additional interest must be calculated. .STATUS REPORT UNDER RULE 6.12 Name of Decedent. ~ Date of Death' ~0/05/200~ Will No. Admin. No. 2103-0882 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' State whether administration of the estate is complete- Yes _. × No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete · account with the Court ? If the answer to No. 1 is Yes, state the following: Did the personal representative file a final Yes _ No X b o the personal representative' The separate Orphans' Court No. (if any ) for s account is' c. Did the personal representative state an account informally to the parties in interest ? Yes X No _ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date · 05105/2004 Name (Please type or print ) 26 East Main Street, P.O. Box 428 New Bloomfield PA 17068 Address )&] (_717) 5824335 Tel. No. Capacity. Personal Representative X Counsel for personal representative