HomeMy WebLinkAbout02-0145 Estate of
also known as
Social Security No.
PETITION FOR PROBATE and GRANT OF LETTERS
SHIRLEY N. WOOD No ~t-4)0- 2 I. _D ?_..IL~,~
To: Register of Wills for the
County of Cumberland in the
251-60-0246 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s),who is/are 18 years of age or older and the ex
in the last will of the above decedent, dated July 23, 1996
and codicil(s) dated N/A
ecutor named
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
with her last family or principal residence at
Chapel Pointe, 770 South Hanover St., Borough of Carlisle, Carlisle PA
(list street, number and municipality)
Decedent, then 90 years of age, died Dec. 9, 2001
at Borough of Carlisle, Cumberland County, Carlisle PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: No Exceptions
County, Pennsylvania,
Decedent 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:
Total:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
therc~q . (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
lard A. Leltmann
770 S. Hanover St.
Carlisle PA 17013
OATH Oil PERSONAL REFRSENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition 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 and truly administer, the, a estate according to law.
Sworn to or affirmed and subscribed
before me this 6 ~_h day of /1~~
_~_e,b~ruary, 2~2 _
M~ry C~. Le~,i?--- . - - Register
No. 2-1~0-
Estate of
SHIRLEY N. WOOD
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~ --Feb-02
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated__ July 23, 1996
described therein be admitted to probate and filed of record as the last will of
SHIRLEY N. WOOD
and Letters Testamentary
are hereby granted to Richard A. Lehmann
FEES
Probate, Letters, Etc. $ 1 8.0 0
Short Certificatesklx) 2 $ 6.0 0
Renunciation $ 1 0.00
JCP $ 5.00
EXTRA ~IS $ 24.00
___ oo
attorney on 2-8-02
~ ~i~'¥ C?~E.~ister ~f'wii~-s .... ~
Stephen D. Tiley
32318
ATTORNEY (Sup. Ct. I.D. No.)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
ca 11 ed PHONE
RENUNCIATION
21-02--145
In Re Estate of
SHIRLEY N. WOOD
deceased.
To the Register of Wills of
C UMB ERL AND
County, Pennsylvania.
The undersigned C ARO L E STRUSS of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
TESTAMENTARY
be issued to
RICH~ARD A_ I, EHMANN
WITNESS her hand this day of
Carole Struss (Signature)
91 Watchung Ave., Upper Montclair, NJ 07043
(Address)
(Signature)
(Address)
(Signature)
(Address)
RENUNCIATION
In Re Estate of
SHIRLEY N. WOOD
deceased.
To the Register of Wills of
CUMBERLAND
County, Pennsylvania.
The undersigned
DREW STRUSS
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
TESTAMENTARY
be issued to
WITNESS his
RICHARD A. LEHMANN
hand this
1~'fl'~ day of
l~rew ~truss
(Signature)
91 Watchung Ave.,Upper Montclair, NJ 07043
(Address)
(Signature)
(Address)
(Signature)
(Address)
105.805 REV 9/86
This is to certify that the information here given is correctly copied from 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
Local Registrar
P 7 714 7 2
No. '~ Date
,~os :,~ ~e,, 2.m7 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
., CERTIFICATE OF DEATH
- ~o. ~',
~E~L.. ~,~,) I ~.O~,, v~ I u~., ~ 1' o.~ ~ ~. ~ ~ ~.~.~ ~.,~--. 60 ~ 0246
,. , . ,, ,.. _
' I~' ' ' ' b~.
,,~ Librarian ~,,~ Collie ~ ~.~ ~ I ~~ ~ ,,~.~,
' ' ,~ever Marri~ ,,.
770 ~uth H~over St [~ ~ '~..~-- ~ ·
~rllsle, PA 17013 [~,~ ~ '~"Q ~'~
,, Schuler E W~ I~"~"'s~"''~'"~
~%~.~ --- ,,. ~are~ Neff
~Rlchard Le~, Cha~l Pointe at ~a~]~]~
~~ -- - ~2~. I~ .~u ~uth H~over St., ~rlisle, Pa 17013
~.~ ~0 c,~.~ ~.-.,.,.o I~-~.~,.~, I~,.~-.--~ ..... c .......I~.~.~...~.~
~ ~'~, ~ Of ~c 11 .... I Yorkto~e ~skets I
~~.v~,~..~/~,. .... ' .... h,~Inc~re~txon ~rvice [,,. York, PA
21-02-145
'02 FEB -6 ?1:-52
21-02-14~
OF
SHIRLEY Il. MOOD
I, Shirley N. ¥ood, presently residing in Carlisle, Pennsylvania, being
of a sound and disposing mind, over the age of eighteen {18} years, and under
no legal disability, do hereby make, publish and declare this to be my Last
Will and Testament, hereby revoking all other Wills and Codicils heretofore
made by me at any other time.
ABTICI~ I: I direct that my Executor, hereinafter named, pay all my
Just debts and funeral expenses as soon after my death as practicable,
including all property, state and federal death taxes assessed against me, my
estate, or my beneficiaries, without proration among my beneficiaries.
However, all property bequeathed or devised hereunder, either outright or in
trust, is bequeathed or devised subject to existing mortgages, liens or
encumbrances thereon.
A~TICI~ II: I give and grant unto my Executor appointed herein and his
successors all the powers given under the common and statutory law of
Pennsylvania at the time of my death, to be exercised in his absolute
discretion, unless otherwise restricted herein, in any capacity to which such
powers may be applicable.
Shirley N. Wood
Dou§la~ H. 6ent
~torney i~t LaN
1157 £ichelberger Street
Han0ve~', P~ 17331
S~IRLE7 M. MOOD
I, Shirley M. Mood, presently residing Carlisle, Pennsylvania, being of
a sound and disposing mind, over the age of eighteen (18) years, and under no
legal disability, and mindful of the brevity of this life, having placed my
faith and confidence in Jesus Christ, my Saviour and Lord, Who redeemed my
soul through His shed blood and death upon Calvary's Cross for my sins and Who
thus assures me of eternal life, and knowing that the life which I now live in
this world is by faith in the Son of God Who gave Himself for me, do hereby
make, publish and declare this to be my Last Will and Testament, hereby
revoking all other Wills and Codicils heretofore made by me at any other time.
AR?ICL£ I: I direct that my Executor, hereinafter named, pay all my
just debts and funeral expenses as soon after my death as practicable,
including all property, state and federal death taxes assessed against me, my
estate, or my beneficiaries, without proration among my beneficiaries.
However, all property bequeathed or devised hereunder, either outright or in
trust, is bequeathed or devised subject to existing mortgages, liens or
encumbrances thereon.
ARTICLE II: I give and grant unto my Executor appointed herein and his
successors all the powers given under the common and statutory law of
Pennsylvania at the time of my death, to be exercised in his absolute
discretion, unless otherwise restricted herein, in any capacity to which such
powers may be applicable.
Douglas H. Gent
A~torney At Law
1157 £iehelberger Street
Hanover, PA 17331
In addition to such powers, he shall have the following powers:
A. To accept in kind and retain any property which I may own at
my death, without regard to any principal of diversification, and to invest
and reinvest in any form of property without restriction to legal investments
for fiduciaries.
B. To purchase investments at a premium and, at his discretion,
to charge such premium and the premium on any investments owned by me at my
death either to principal or income.
C. To give proxies and to Join in any merger, reorganization,
voting trust plan, or other concerted action of security holders affecting
investments, delegating powers with respect thereto.
D. To sell at public or private sale, exchange or lease for any
period of time any real or personal property, and to give options for sales or
leases.
E. To borrow money and to mortgage or pledge any real or personal
property.
F. To register property in the name of a nominee or to hold
property unregistered.
G. To compromise claims.
H. To allocate any property received or charge incurred to
principal or income or partly to each, without being obliged to apply the
usual rules of trust accounting.
Shirley N. Wood /
2
I. In investing, reinvesting, purchasing, acquiring,
exchanging, and selling property for the benefit of my estate or any trust
created hereunder, they shall exercise the Judgment and care, under the
circumstances then prevailing, that men of prudence, discretion, and
intelligence exercise in the management of their ovn affairs, not ia regard to
speculation, but in regard to the permanent disposition of their funds,
considering the probable income as yell as the probable safety of their
capital.
ARTICLE III~ I do hereby bequeath my entire body, or any needed organs
or parts thereof, upon my death and to the extent medically acceptable, to
such institution as may be designated by the doctor treating me in sy last
illness, for the purposes of transplantation, therapy, medical research,
education or anatosical study, vithout limitation, and do direct that, after
these purposes have been accomplished, the institution vhich receives my body
cremate vhatever remains thereof vith no saving of the residue. In the event
that the doctor treating se in my last illness fails to designate such
institution, then I direct my Executor or Executrix who may be appointed
pursuant to this, my Last Will and Testament, to so designate such institution
for the purposes discussed above in this paragraph.
ARTICLE I¥~ I hereby nominate and appoint my friend, Dree Struss, as
Co-Executor with the Director of Financial Services of the Alliance Home of
Carlisle or such other administrator as may be designated by the Board of
Shirley N. Wood /
3
Directors of the Alliance Home of Carlisle, as Co-Executors of this my Last
Will and Testament. In the event Drew S%russ should predeceases me or is
unable to serve as Executor, then I nominate Carole Struss, as Co-Executor of
this my Last Will and Testament. My individual Co-Executors shall not be
required to furnish bond or surety.
AJ~rlCLE ¥~ I direct my Executor to sell all of my real and personal
property, at public or private sale and to distribute the net proceeds
therefrom as follows:
A. Ten percent ¢10%) to the Alliance Home located in Carlisle,
Pennsylvania, to be used at the sole discretion of the governing board of the
home for general purposes;
B. Thirty percent (30%) to Col~mbia University
located in Columbia, South Carolina to be used at the sole discretion of the
governing board of the university for general purposes;
C. Thirty percent {30%) to Gospe! Hecordi~gs, located in Los
Angeles, California to be used at the sole discretion of the governing board
of the organization for general purposes; and
D. Thirty percent {30%) to Yycliffe Bible ?ra~sla%ors located in
Huntington Beach, California, to be used at the sole discretion of the
governing board of the organization for general purposes.
During my lifetime, and after the execution of this Will, I may have
acquired certain gift annuities or other similar investments from one or more
Shirley H. Wood ./
4
Directors of the Alliance Home of Carlisle, as Co-Executors of this my Last
Will and Testament. In the event Drew Stru~ should predeceases me or is
unable to serve as Executor, then I nominate Carols Stru~, as Co-Executor of
this my Last Will and Testament. Hy individual Co-Executors shall not be
required to furnish bond or surety.
A~TIC~ ¥~ I direct my Executor to sell all of my real and personal
property, at public or private sale and to distribute the net proceeds
therefrom as follows~
A. Ten percent ¢10%) to the Alliance Some located in Carlisle,
Pennsylvania, to be used at the sole discretion of the governing board of the
home for general purposes;
B. Thirty percent {30%) to Columbia Oniversity International
located in Columbia, South Carolina to be used at the sole discretion of the
governing board of the university for general purposes;
C. Thirty percent (30%) to Bospel Recordings, located in Los
Angeles, California to be used at the sole discretion of the governing board
of the organization for general purposes; and
D. Thirty percent {30%) to Wycliffe Bible Translators located in
Charlotte, Horth Carolina, to be Used at the sole discretion of the governing
board of the organization for general purposes.
During my lifetime, and after the execution of this Will, I may have
acquired certain gift annuities or other similar investments from one or more
Shirley N. Wood /
4
of the above charitable organizations. In the event I have acquired any such
items during my lifetime, the amount of such gift annuity or similar item
shall be credited as a part of that organization's share of my estate for
purposes of distribution. In the event the amount given by me to any of the
above organizations for a gift annuity or similar item exceeds the stated
percentage of my estate set forth above, said organization shall not be
required to repay any funds to my estate. To further clarify, it is my intent
that any monies given by me to any of the above organizations during my
lifetime, after the execution of this Will, for a gift annuity or similar item
shall be considered as an asset of my estate for purposes of determining the
above distribution.
ARTICLE ¥I~ While I have only the greatest love and affection for my
brother and sister, I have made no provision for them in this, My Last Will
and Testament, as they are otherwise adequately provided for.
AE~ICI~ ¥II: I do hereby direct that, upon my death, my Co-Executors
arrange for a memorial service to be conducted in my memory at the Alliance
Home of Carlisle located in Carlisle, Pennsylvania.
Shirley N. Wood
IN #IT~ NI~F, I have hereunto set my hand and seal this c~'~ay
Shirley N. Wood
Signed, sealed, published and declared
by the foregoing Testatrix as and
for her Last Will and Testament,
consisting of 6 pages, in the
presence of us, who at her request,
and in her presence, and in the
presence of each other, have hereunto
set our hands as witnesses thereto.
. ~. 7 ,o .... ..? ~' ~
CONNONtfgALTH OF PKlilf~/LVA[IA
I, Shirley l. Wood, Testatrix, whose name is signed to the
attached or foregoing instrument, being duly qualified according to lay, do
hereby acknowledge that I signed and executed the instrument as my Last Will
and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknovledged before me by Shirley !i.
Ifood, the Testatrix, this ,~ day of ~-)-~L~/ , 1996.
Notary Public
My Commission F~p2~;; Notada~Sea{
', ~ Be~ Lou Zap, Nota~ Public
' ~. Holly ~prings Boro, Cumbe~nd Coun~
~~ O~ P~V~A ~ ~My Commission Expires Sept. 21, 1998
~ OF ~ / ~ / M~, Pen~~ of ~
the ~tnesees ~ naa~ are aig~ed ~o the attache~-~ ~or~go[ng inatru~nt,
being dul~ qual~[ied according to la~, do depose and aa~ that ee ~ere preeent
and ea~ Testatrix eign and execute the ~natruaent aa her free and voluntary
act for the purpoeee therein expreaeed~ that each of ua in the hearing and
a~ght of the Teetatrix ese at the t~ae ~8 or sore years of age, of eound a~nd
and under no constraint or undue ~nfluence,
__~~~~~' and', ~/('~/~;.~/,'~, witnesses,
lotary Publ~ (~ ~ ·
My Commission Expires:
Not~rial Seal ': ~. ~ ~
Be~ Lou Zap, Nota~ PubllO '~"a ~
Mt. Holly Springs Boro, Cum~rland Coun~ ~ ~
My Commission [xpires Sept. 21, lg98 ~
~%: Lcl 9- 83_4 ~0.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: SHIRLEY N. WOOD
Date of Death: December 9, 2001
Will No. Admin. No. 21-02-0145
To the Register:
I certify that notice of (beneficial Interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on: May 20, 2002
Name Address
The Alliance Home of Carlisle 770 S. Hanover St., Carlisle PA 17013
Columbia International University 7435 Monticello Rd, Post Office Box 3122
Columbia SC 29230-3122
Gospel Recordings,Inc., 122 Glendale Blvd, Los Angeles CA 90026
Wycliffe Bible Translators P.O. Box 628200, Orlando FL 32862-8200
Notice has now been given to all persons entitled thereto under Rule 5.6)a)
except NO EXCEPTIONS
Date: May 20, 2002
Name:
Address:
Capacity:__
Stephen D. Tiley
5 South Hanover Street
Carlisle, Pennsylvania 17013
Personal Representative
X Counsel for Personal Representative
217
REV-1500 EX (6-00)
CO'M MONWF_,~LTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I--
Z
14.1
U.I
14.1
I--
Z
U.I
Z
LU
0
Z
Z
O
X
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DEOEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wood, Shirley N.
DATE OF DEATH (MM-DD-YEAR)
IDATE OF BIRTH (MM-DD-YEAR)
OFFICIAL USE ONLY
FILE NUMBER 21-02-0145
COUNTY COLE- YEAR NIjU_~_~R
SOCIAL SECURITY NUMBER
251-60-0246
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
12/9/2001 12/10/1910 REGISTER OF WILLS
F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~J 1. Odginal Return [~ 2. Supplemental Return [~ 3. Remainder Relum (date of death pdor to 12.13.82)
[] 4. Umited Estate [~4a. Future Interest Compromise (date of death after 12-12-82)
~-~6. Decedent Died Testate (Attach copy of Will) ~] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
[--'J 9. IJtJgation Proceeds Received J'-"~ 10. Spousal Poverty Credit (date of d,lh I~tween 12-31-gl and 1.1-95)
NAME
Stephen D. Tiley
FIRM NAME (If Applicable)
Fre¥ & Tiley
TELEPHONE NUMBER
(717)243-5838
[~§. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
['"~11. Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRESS
5 South Hanover Street
Carlisle, Pennsylvania 17013
9.
10.
11.
12.
13.
14.
1. Real Estate (Schedule A) (1) NONE
2. Stocks and Bonds (Schedule B) (2)
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)
6. Jointly Owned Properly (Schedule F) (6)
~JSeparate Billing Requested
7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
(Schedule G or L) (7) NONE
TOTAL GROSS ASSETS (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
14,327
832
OFFICIAL USE ONLY
(8) 15~159
3,269
1,412
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10)
TOTAL DEDUCTIONS (total Lines 9 & 10)
NET VALUE OF ESTATE (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(11) 4,681
(12) 10,478
(13) 9,646
(14) 832
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (aX1.2) x .0
(15)
16. Amount of Line 14 taxable at lineal rate
x .0
(16)
17. Amount of Line 14 taxable at sibling rate
832 x .12
(17) 1 O0
18. Amount of Line 14 taxable at collateral rate
x .15 (18)
19. Tax Due
(19) 1 00
:: _--.-_~-~_.-~:..~ ====================================================== ........... ~:: ::::----: ....... ";;;'h .....................
20.
Wood, Shirley N. 251-60-0246
217
Decedent's Complete Address:
f;STREET ADDRESS
770 South Hanover Street
.~arlisle
ISTATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
100
:3.
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
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)
5, If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the tote of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
100
3
103
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 properly transferred; ...................... E~] ~'~
b. retain the right to designate who shall use the properly transferred or its income; ........... E~ ~-~
c. retain a reversionary interest; or .............................. E~ ~]
d. receive the promise for life of either payments, beneflls or care? .................. E~ [~
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ............................ E~ ~-~
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,,~clare that I have examined this return, includ ng accompanying schedules and statements and to the best of my knowled e and beltef ~t is t
and coml~lete. DeclaratL~of~reparer other than the personal representative is based on all h~ro,mation Of which prepa¢~,r has any knowled,qe g ' , ' rue,
770 South Hanover Street, Carlisle, Pennsylvania 17013
SIGNATU_R.,E _OF D~?~-~,P,-~R ,~THER THAN REPRESENTATIVE
ADDRESS ~'
5 South Hanover Street, Carlisle, Pennsylvania 17013
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. Section 9116 (a)(l.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. Section 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 -';tepparent of the child is 0%['72 P.S. Section 9116(a)( 1.2)].
The t~:~x 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. Section 9116(1.2) [72 P.S. Section 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. Section 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.
AT
REV..1508 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.I
PERSONALPROPERTY
ESTATE OF FILE NUMBER
Shirley N. Wood 21-02-0145
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
ITEM
NUMBER
VALUE AT DATE
DESCRIPTION
M&T Bank, Savings Account #15004200046933
Accrued interest to date of death
TOTAL (Also enter on line 5~ Recapitulation)j
(If more space is needed, insert additional sheets of the same size)
OF DEATH
14,321
6
14,327
M&T
May 7, 2002
RE: Estate SearCh
The Estate of: SHIRLEY N WOOD
Date of Death (D.O.D.) 12/9/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account Account Number Account Title Opening Branch D.O.D. Accrued Interest
Type Balances
(Includes Accr.
int.)
SAV 15004200046933 SHIRLEY N WOOD 4334 $14,326.89 $6.07
OPENED 5/90
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
24413 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
Authorized Signature
DATE: 5- '~
Manufacturers and Traders Trust Company ,, 1100 Wehrle Drive, RO. Box 767, Buffalo, NY 14240-0767
217
REV-1509 EX+ (6-98)
CC)MMONWF_.ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
Shirley N. Wood 21-02-0145
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. Sarah W. Whitcomb Sister
cio Law Office of Margaret Z. Reed
203 Delaware Avenue
Delmar, New York 12054-1241
JOINTLY-OWNED PROPERTY:
LEI rER 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 INTEREST
1. A. Morgan Stanley, Account #594 113669 034 1,663 50.00% 832
TOTAL (Also enter on line 6, Recapitulation) $ 832
(If more space ~s needed, insert additional sheets of the same size)
o:~g
'"Il
, I
17
REV-1511 EX + (12-99)
COMMONWEALTH OFPENNSYLVANIA
INHERITANCETAXRETURN
RESlDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Shidey N. Wood
FILE NUMBER
21-02-0145
ITEM
Debts of decedent must be reported on Schedule I.
NUMBER
DESCRIPTION
FUNERAL EXPENSES:
Hoffrnan Roth Funeral Home
AMOUNT
1,175
Bo
5.
6.
7.
8.
9.
10.
IVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Richard A. Lehmann
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 770 South Hanover Street
184-36-6281
City Carlisle State PA
Year(s) Commission Paid: 2003
Attorney Fees
Family Exemption: (if decedent's address ts not the same as claimant's, attach explanation)
Claimant N/A
__Zip 17013
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Cumberland Law Journal, Advertising
The Sentinel, Advertising
Filing Fee
State __ Zip
Filing Fee, Final Account
733
1,020
63
75
84
15
104
TOTAL (Also enter on line
(If more space is needed, insert additional sheets of the same size)
$ 3,269
REV-1512 EX+ (6-98) AT
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Shirley N. Wood
FILE NUMBER
21-02-0145
Include unreimbursed medical expenses.
ITEM
NUMBER
2.
3.
4.
DESCRIPTION
Omnicare Pharmacies, Medical
Chapel Pointe at Carlisle
Sprint, Telephone
Vital Records, Copy of Death Certificate
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
92
1,304
10
6
1,412
217
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
SCHEDULEJ
BENEFICIARIES
ESTATE OF FILE NUMBER
Shirley N. Wood 21-02-0145
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
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
SEE ATTACHED SHEET SHOWING DISTRIBUTIONS
TOTAL OF PART Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, inser[ additional sheets of the same size)
ESTATE OF SH'rRLE"Y N. WOOD
ESTATE NO. 21-02-0145
SCHEDULE"3"
The Alliance Home of Carlisle, PA [nc.
770 South Hanover 5treat
Carlisle, Pennsylvania 17013
10% of residue of estate
964.60
o
Columbia ]:nternational University
7435 Monticello Road
Post Office Box 3122
Columbia, South Carolina 29230-3122
30% of residue of estate
$2,893.80
o
Gospel Recordings, ThC.
122 Glendale Boulevard
Los Angeles, California 90026
30% of residue of estate
$2,893.80
o
Wycliffe Bible Translators
Planned Giving Department
Post Office Box 628200
Orlando, Florida 32862-8200
30% of residue of estate
$2,893.80
OF
SHIRLEY N. #OOD
I, Shirley #. Wood, presently residing in Carlisle, Pennsylvania, being
of a sound and disposing mind, over the age of eighteen (18) years, and under
no legal disability, do hereby make, publish and declare this to be my Last
Will and Testament~ hereby revoking all other Wills and Codicils heretofore
made by me at any other time.
A~TICLE It I direct that my Executor, hereinafter named, pay all my
Just debts and funeral expenses as soon after my death as practicable~
including all property, state and federal death taxes assessed against me, my
estate, or my beneficiaries, without proration among my beneficiaries.
However, all property bequeathed or devised hereunder, either outright or 'in
trust, is bequeathed or devised subject to existing mortgages, liens or
encumbrances thereon.
ARTICLE lit I give and grant unto my Executor appointed herein and his
successors all the powers given under the common and statutory law of
Pennsylvania at the time of my death, to be exercised in his absolute
discretion, unless otherwise restricted herein, in any capacity to which such
powers may be applicable.
Shirley N. Wood
Douglas X. Gent
P~to~ney At LaN
S157£ichelbergerStreet
Hanove% P~ 17331
In addition to such powers, he shall have the following powers:
A. To accept in kind and retain any property which I may own at
my death, without regard to any principal of diversification, and to invest
and reinvest in any form of property without restriction to legal investments
for fiduciaries.
B. To purchase investments at a premium and, at his discretion,
to charge such premium and the premium on any investments owned by me at my
death either to principal or income.
C. To give proxies and to Join in any merger, reorganization,
voting trust plan, or other concerted action of security holders affecting
investments, delegating powers with respect thereto.
D. To sell at public or private sale, exchange or lease for any
period of time any real or personal property, and to give options for sales or
leases.
£. To borrow money and to mortgage or pledge any real or personal
property.
F. To register property in the name of a nominee or to hold
property unregistered.
G. To compromise claims.
H. To allocate any property received or charge incurred to
principal or income or partly to each, without being obliged to apply the
usual rules of trust accounting.
Shirley N. Wood /
2
I. In investing, reinvesting, purchasing, acquiring,
exchanging, and selling property for the benefit of my estate or any trust
created hereunder, they shall exercise the judgment and care, under the
circumstances then prevailing, that men of prudence, discretion, and
intelligence exercise in the management of their own affairs, not in regard to
speculation, but in regard to the permanent disposition of their funds,
considering the probable income as well as the probable safety of their
capital.
A~I~I~ III: I do hereby bequeath my entire body, or any needed organs
or parts thereof, upon my death and to the extent medically acceptable, to
such institution as may be designated by the doctor treating me in my last
illness, for the purposes of transplantation, therapy, medical research,
education or anatomical study, without limitation, and do direct that, after
these purposes have been accomplished, the institution which receives my body
cremate whatever remains thereof with no saving of the residue. In the event
that the doctor treating me in my last illness fails to designate such
institution, then I direct my Executor or Executrix who may be appointed
pursuant to this, my Last Will and Testament, to so designate such institution
for the purposes discussed above in this paragraph.
A~TI6~_~ I¥: I hereby nominate and appoint my friend, Brew Stress, as
Co-Executor with the Birector of Fina~cial Bervices of the Alliance'Home of
Carlisle or such other administrator as may be designated by the Board of
Shirley N. Wood ~
3
Directors of the Alliance Home of Carlisle, as Co-Executors of this my Last
Will and Testament. In the event Drew Struss should predeceases me or is
unable to serve as Executor, then I nominate Carole Struss, as Co-Executor of
this my Last Will and Testament. My individual Co-Executors shall not be
required to furnish bond or surety.
ARTIC1J; V~ I direct my Executor to sell all of my real and personal
property, at public or private sale and to distribute the net proceeds
therefrom as follows:
A. Ten percent (IOZ) to the Alliance Home located in Carlisle,
Pennsylvania, to be used at the sole discretion of the governing board of the
home for general purposes;
B. Thirty percent (30%) to Columbia University International
located in Columbia, South Carolina to be used at the sole discretion of the
governing board of the university for general purposes;
C. Thirty percent (30%) to Gospel Recordings, located in Los
Angeles, California to be used at the sole discretion of the governing board
of the organization for general purposes; and
Do Thirty percent {30X} to Wycl~fe Bible Translators located in
Huntington Beach, California, to be used at the sole discretion of the
governing board of the organization for general purposes.
During my lifetime, and after the execution of this Will, I may have
acquired certain gift annuities or other similar investments from one or more
Shirley N. Wood.?
4
of the above charitable organizations. In the event I have acquired any such
items during my lifetime, the amount of such gift annuity or similar item
shall be credited as a part of that organization's share of my estate for
purposes of distribution. In the event the amount given by me to any of the
above organizations for a gift annuity or similar item exceeds the stated
percentage of my estate set forth above, said organization shall not be
required to repay any funds to my estate. To further clarify, it is my intent
that any monies given by me to any of the above organizations during my
lifetime, after the execution o~ this Will, for a gift annuity or similar item
shall be considered as an asset of my estate for purposes of determining the
above distribution.
A~TIC~ ¥I: While I have only the greatest love and affection for my
brother and sister, I have made no provision for them in this, My Last Will
and Testament, as they are otherwise adequately provided for.
A~TIC~ ¥II~ I do hereby direct that, upon my death, my Co-Executors
arrange for a memorial service to be conducted in my memory at the Alliance
Home of Carlisle located in Carlisle, Pennsylvania.
5
IN ¥IT~F~ ~EREOF, I have hereunto set my hand and seal this ~3 ~-day
of ~-~ 1,~ , 1996.
Signed, sealed, published and declared
by the foregoing Testatrix as and
for her Last Will and Testament,
consisting of 6 pages, in the
presence of us, who at her request,
and in her presence, and in the
presence of each other, have hereunto
set our hands as witnesses thereto.
I
COIlllOMMEALTH OF PEliliSYLVAll]'A
I, ~irley N. Wood, Testatrix, whose name is signed to the
attached or foregoing instrument, being duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will
and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by 5~nirley
Mood, the Testatrix, this ,~ day of ~-~-~L~ , 1996.
Shirley N. Wood/
Hotary Public
My Commission p~plz~; NotadalSeal
i ! Betty Lou Zary Notary Public
· /Mt, Holly Spdngs Boro, Cumberland County
CO~]~OM~__,JI~,11~ OF P~I~IJ'~V~TA : /My Commission Expires Sept. 21, 1998
the witnesses vh~ name~ are Sig~ed ~o the g g ,
being duly qualified according to law, do depose and say that we were present
and saw Testatrix sign and execute the instrument as her free and voluntary
act for the purposes therein expressed; that each of us in the hearing and
sight of the Testatrix vas at the time 18 or more years of age, of sound mind
and under no constraint or undue influence.
and /' wit.esse.,
~is ,2~ ! day of ~UL~ , 1996~ ~ "-- ~ ' (' '
My Commission Expires:
Notarial Seal ~. ' .
Betty Lo0 Zary, Notary Public "';'...
Mt. Holly Springs Boro, Cumberland County
My Commission Expires Sept. 21, 1998
Member, Pennsylvania~ of Notaries
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 O02403
TILEY STEPHEN D ESQ
5 S HANOVER ST
CARLISLE, PA 17013
........ fold!
ESTATE INFORMATION: SSN: 251-60-0246
FILE NUMBER: 2102-01 45
DECEDENT NAME: WOOD SHIRLEY N
DATF OF PAYMENT: 04/08/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/09/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $103.00
REMARKS:
TOTAL AMOUNT PAID:
STEPHEN D TILEY ESQUIRE
$103.00
SEAL
CHECK//4204
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
BUREAU OF ZNDZVZDUAL TAXES
TNH£RTTANCE TAX DZVTSTGN
DEPT.
HARRZSBURG, PA 17118-0601
COMHONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
REV-154? EX &FP (D1-05}
Recorci~.~;: ~:~i':~ c.~fDATE 05-19-2005
e~?~ ~ .,
R~t~,_.,~, - ??iis ESTATE OF WOODS
DATE OF DEATH 1:;'-09-2001
FZLE NUNBER 21 02-01~5
'03 HAY 23 At0:27 COUNTY CUMBERLAND
STEPHEN D TZLEY ACN 101
FREY ~ TILEY .,~ m Aeoun*
5 S HANOVER ST ~[~' --~-~ ~
CARLXSLE PA 1~1~6~~ ~::'~-~ FA
I
SHZRLEY F
HAKE CHECK PAYABLE AND REMZT PAYNENT TO:
REGZSTER OF WlLLS
CUMBERLAND CO COURT HOUSE
CARLZSLE, PA 1701;5
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-15~7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF WOODS SHZRLEY F FZLE NO. 21 02-01~5 ACN 101 DATE 05-19-200;5
TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANOED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: 0RZGZNAL RETURN
1. Real Es~a~e (Schedule A) (1).
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($).
q. Nor~geges/No~as Receivable (Schedule D) (fi).
5. Cash/Bank Deposi~s/Nisc. Personal Propar~y (Schedule E) (5)
6. Jointly O~ned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~al Asse~s
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expansas/Adm. Cos~s/Nisc. Expenses (Schedule H) (9)
10. Deb~s/Nor~gage Liabili~ies/Lians (Schedule Z) (10)
11. To~al Deductions
12. Na~ Value of Tax Re~urn
.O0
.O0
.O0
.O0
1R~;SZ7.00
8;52.00
.00
(8)
;5,269.00
1,~12.00
(11)
(12)
15.
lq.
NOTE:
Charitable/Governmental Bequests; Non-elec*ed 9115 Trusts (Schedule J) (15)
Ne~ Value of Es~a~e Sub~ec~: ~o Tax (1~)
If an assess.ent ~as lssued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
NOTE: To insure proper
credi~ ~o your account,
submit ~he upper portion
of ~his form ~i~h your
~ax peyaen~.
DISCOUNT (+)
ZNTEREST/PEN PAID (-)
~.00-
15,159.00
10,478.00
ASSESSHENT OF TAX:
1.;. Aeoun~ of Line 1~ a~ Spousal ra~e
16. Amoun~ of Line 1~. ~axable a~ Linee//CZass A ra~e
17. A.oun~ of Line lq a~ Sibling ra~e
18. Amoun~ of Line lq taxable a~ Collateral/Class B ra~e
19. Principal Tax Due
TAX CREDZTS:
PAYHENT I RECETpT
DATE NUHBER
04-08-200;5 CDOOZR05
ZF PAZD AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATZON DF ADDZTZONAL ZNTEREST.
9,6~6.00
8;52.00
18 and 19 Nill
(15), .00 x O0 = .00
(16). .00 x 0c~5= .00
(17). 8;52.00 x 12 = 100.00
(18) .00 x 15 = .00
(19)= 100. O0
AMOUNT PAID
10;5.00
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
100.00
.00
.20
.20
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December lg, 1982 -- 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, the Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamful Class B (collateral) rata on any such futura interest.
To ~ulfill the requirements of Section Zl¢O of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 91¢0),
Detach the top portion of this Notice and submit aJth your payment to the Register of Mills printed on the reverse side.
--Make check or money order payable to: REGXSTER OF NXLLS, AGENT
A refund of a tax credit, ehich mas not requested on the Tax Return, may ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour
ansaering service for forms ordering: 1-800-362-Z050; services for taxpayers eith special hearing and / or
speaking needs: 1-800-&47-3020 (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 shown on this Notice must object within sixty (60} days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, 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 [ndividual Taxes, ATTN: Post Assessment Reviem Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717} 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501} for an explanation of administratively correctable errors.
If 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 allowed.
The 15Z 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 tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ehich became delinquent before January l, 1982 bear interest at the rate of
six (62} percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 19az will bear interest at a rate which will vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 2OZ .000548 1987 9Z .000247 1999 71 .000191
1983 162 .000438 1988-1991 111 .000301 2000 8X .000119
1984 111 .000301 1991 91 .000247 Z001 91 .000147
1985 131 .000356 1993-1994 7g .000191 2002 61 .000164
1986 101 .000274 1995-1998 91 .000247 2003 SZ .000137
--Interest is calculated as foIloes:
INTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DATL¥ INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15} days
beyond the date of the assessment. If payment is made after the interest computation date shoen on the
Notice, additional interest must be calculetad.
FIRST AND FINAL ACCOUNT OF RICHARD A LEHMANN. EXECUTOR OF THE
LAST WILL AND TESTAMENT OF SHIRLEY N WOOD LATE OF
TOWNSHIP, CUMBERLANn ,-.,-~, ,,, .......... ' NORTH MIDDLETOWN
,-, ,.,uu~ m ~', ~t=NNSYLVANIA, DECEASED.
DATE OF DEATH:
LETI'ERS TESTAMENTARY ADVERTISED:
ESTATE FILE NO.:
December 9, 2001
The Sentinel:May 6th, 13th, & 20th,2002
CLJ: May 10th, 17th & 24th, 2002
21-02-0145
_PRINCIPAL RECEIVED
ACCOUNTANT IS CHARGED WITH THE AMOUNTS OF PRINCIPAL AND INTEREST RECEIVED
AND CLAIMS CREDIT FOR THE DISBURSEMENTS MADE AS STATED BELOW:
M & T, Savings Account #15004200046933
Accrued interest to December 9, 2001
TOTAL PRINCIPAL RECEIVED
$14,320.82
$14,326.89
2002
Dec, 9
2002
April 30
April 30
April 30
April 30
INCOME RECEIVED
Interest, M & T, Savings Acct.#15004200046933
Dividend, Morgan Stanley, Acct #594 113669 0
December 2001
Dividend, Morgan Stanley, Acct #591 113669 0
January 2002
Dividend, Morgan Stanley, Acct #591 113669 0
February, 2002
TOTAL INCOME
$2.87
$78.49
$93.15
$240.33
2002
Feb. 6
DISBURSEMENTR
Register of Wills, Probate Will
Page I
$63.00
May 1
May 1
May 1
May 1
May 1
June 20
2003
Jan. 10
March 31
March 31
Omnicare Pharmacies, Medical
Hoffman-Roth Funeral Home
Chapel Pointe at Carlisle
Sprint, Telephone
CLJ, Advertising
The Sentinel, Advertising
Vital Records, Copy of Death Certificate
PA Department of Revenue, 2002 Fiduciary Taxes
Register of Wills, Filing Fee
Register of Wills, File Final Account
Richard A. Lehmann, Executor's Fee
Stephen D. Tiley, Reserve to Prepare and
File 2002 Taxes
Stephen D. Tiley, Attorney Fee
TOTAL DISBURSEMENTS
$91.97
$1,175.00
$1,303.52
$10.03
$75.00
$84.11
$6.00
$5.00
$15.00
$104.00
$733.00
$25.00
$4,710.63
TOTAL PR/NC/PAL
TO TAL INCOME RECEIVED
TOTAL RECEIPTS
LESS TOTAL DISBURSEMENTS
BALANCE FOR DISTRIBUTIONS
RECAPITULA TIOI~
Page 2
$14,326.89
$14,567.22
PROPOSED SCHEDULE OF DISTRIBUTION
BALANCE FOR DISTRIBUTION
TO:
The Alliance Home of Carlisle, PA Inc
770 South Hanover Street
Carlisle PA 17013
10% of residue of estate
TO:
Columbia International University
7435 Monticello Road
Post Office Box 3122
Columbia, South Carolina 29230-3122
30% of residue of estate
TO:
Gospel Recording, Inc.
122 Glendale Boulevard
Los Angeles, California 90026
30% of residue of estate
TO:
Wycliffe Bible Translators
Planned Giving Department
Post Office Box 6282000
Orlando, Florida 32862-8200
30% of residue of estate
TO TAL DIS TRIBUTION
$9,856.59
Page 3
COMMONWEALTH OF PENNSYLVANIA )
):SS.:
COUNTY OF CUMBERLAND )
Before me, the undersigned officer, personally appeared Richard A. Lehman,
Executor of the Last Will and Testament of Shirley N. Wood, deceased, who, being
duly sworn according to law, deposes and says that the foregoing First and Final
Account is true and correct to the best of his knowledge, information and belief.
Sworn to and subscribed before
me this --~'~Crda of '
, y -d2?e~-'/
2003.
Page 4
STATUS REPORT UNDER RULE 6.19
Name of Decedent: SHIRLEY N. WOOD
Date of Death: December 9, 2001
Will No.
Admin. No.
21-02-0145
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 if complete: Yes (X) No( )
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
(a) Did the personal representative file a final account with
the Court? Yes (X) 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 ( ) 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: November 13, 2003
Signature
Ste_Dhen D. Tiley
Name (Please type or print)
5 South Hanover Street
Address
(71 7) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
Name of Decedent: SHIRLEY M. WOOD
COUNTY, PENNSYLVANIA
March 1, 2011 File Number:21-02-0145
Date of Death:
Pursuant to Pa. O.C. Rule 6.12, 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 ~ 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:
Did the personal representative state an account
c
.
informally to the parties in interest? ............................... ~ Yes 0 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.
February 28, 2013
Date Signature of Person Filing this Form
Capacity: Personal Representa ' e QCounsel
Robert G. Frey
Q
T ~
` Name of Person Filing this Form
~
n ~ ~
c S South Hanover Street
~ ~ r--~ ~,~,,, ~ tJ Address
" ~
~= Carlisle, PA 17013
- ,~
~--
in ~
~ ~ r-+ w a ~
C7 !°" ~ CJ 2 ~ Telephone
O ~ ~ O ~
v w ~.r, v
w oc a
ca~ _.
Form RW-l0 rev. 10.13.06