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Home My WebLink About03-0904 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Barbara A. Flood also known as , Deceased Social Security No. 196-14-2189 Joseph R. Flood, Jr. Petitioner, who is 18 years of age or older applies for: COMPLETE "A" OR "B" BELOW:) [] A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the Decedent, dated April 10, 2002 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [] B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that 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 Cumberland. County, Pennsylvania, with his/her last family or principal residence at 455 Sioux Drive, Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania. Decedent, then 7'7 years of age, died October 26, 2003 at Susquehanna Township, Dauphin County. (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ................................................................................ $328,000 (If not domiciled in PA) Personal property in Pennsylvania ............................................ $ (If not domiciled in PA) Personal property in County ...................................................... $ Value of real estate in Pennsylvania ................................................................................................... $165,000 Total ..................................................................................................................................... $493,000 Real Estate situated as follows: 455 Sioux Drive, Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania Wherefore, Petitioner res ;pectf,ull~h/request~e probate of the last Will and Codicil(s) presented with this Petition and the s i~the approp, r,~ form ,te"tJ~ undersigned: ~' J/~ S~ . ?'.~ J/;~ Typed or printed name and residence // /' .-'"~ ~ Joseph R. Flood, Jr. //~ 124 Winghurst Boulevard Orlando, FL 32828 / Form RW-1 Page 1 of 2 (Dauphin County - Rev. 9/92) Oath of Personal Representative Commonwealth of Pennsylvania County of 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/P' itioner(.s)and that, ~a~l;~,.,~//o~al representative(s)of the Decedent, Petitioner(s) will well and truly administer ~he ;t_ate~ Sworn to and affirmed and subscribed bef°re me this~ '~'~--' day °f Estate of Barbara A. Flood, Deceased DE( also known as :'GISTER Social Security No.: 196-14-2189 Date of Death October 26, 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 [] Testamentary [] of Administration are hereby granted to Joseph R. Flood, Jr. (c.t.a.; d.bn.c.t.; pendente lite; durante absentia; durante minodtate) in the above estate and that the instrument(s), if any, dated April 10, 2002 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................. $ Shod Certificate(s) 15 ......... $ Renunciation ........................ $ Affidavit ( ) ......................... $ Extra Pages (L~) .................. $ Codicil .................................. $ JCP Fee ............................... $ Inventory & Tax Forms ........ $ Other .................................... $ TOTAL .................... $ Register of Wills (5 ~f Attorney: P. Daniel Altland I.D. No.: 25438 3401 North Front Street Address: Harrisburg, PA 17110-0950 Telephone: n~'l 7-232-5000 DATE FILED: ~(.~e..¢' ~"~l , ~00~ Form RW-1 Page 2 of 2 (Dauphin County - Rev. 9/92) 383477vl I0S 805 REX' 9fg6 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, $2.00 ~ ,~ ~ ~ Local Registrar ~*~ 0C[ ~ 8 2003 P ,9 6 4 9 3 4 2 No. ~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH AGE (La~ B~a',Oay) UNOER 1 YEAR 77 455 Sioux Drive Mechanicsburg, Pa 17050 Tracy Evens ,.Nov. 11,25 ,. ~.Susquel~nna Twp .. Carolyn Croxton Slane Nasidence '"OOF BUSINES~INOUSTR¥ I WAS'CEDENT EVERIN OECE'NT'SE~ I I". I"- 12 ~ 2 (,, ~ s*, 1,,. Widowed ,,. 1711. Slale ~ '-F~nale ,- 196 -- 14 -- 2189 "October 26,2003 Harrisburg, Pa ~ U ~,.~ ~ ~ ~ ~ ~ White ,,~. Self IDECED~NT'$ ACTUad. I,,. Helen Rutter ~. 8 Vicksburq Ct. Mechanicsburq, Pa 17050 [] ,,. October 30, 2003 I~,~. Rolling Green c~nete~-y ,,, C~np Hill, Pa OF BARBARA A. FLOOD I, BARBARA A. FLOOD, of Mechanicsburg, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM h I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by the Executor out of the property passing out of the residue of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ITEM III: I give to my children living at the time of my death all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon, to be divided among them as they shall agree. Should there be no agreement, the Executor shall divide this property among them in as nearly equal portions as the Executor, in the sole Pagel discretion of the Executor, deems appropriate, having due regard to the personal preferences of my children. ITEM IV: I give the residue of my estate, not disposed of in the preceding portions of this Will, to my children in equal shares. If any of my children is not living at my death, the share of my deceased child shall be paid to his or her then living issue, per stirpes. Ifa child of my son, JOSEPH R. FLOOD, JR., is under the age of twenty-one (21) years and is entitled to receive assets under this Will, TRACY L. EVENS shall receive those assets as Custodian for the Beneficiary under the Pennsylvania Uniform Transfers to Minors Act. The Custodian may receive and administer all assets authorized by law, and shall have full authority as provided in the Pennsylvania Uniform Transfers to Minors Act to use assets in the manner the Custodian deems advisable for the best interests of the beneficiary. ITEM V: I hereby nominate, constitute and appoint my son, JOSEPH R. FLOOD, JR. to be the Executor. In the event of his death or his inability or refusal to serve, I nominate, constitute and appoint TRACY L. EVENS to be Executrix, herein referred to as "Executor". The Executor is specifically relieved from the duty or obligation of filing any bond or other security. Page 2 IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding two (2) pages, at the end of each page of which I have also set my initials for greater security and better identification this/~9~ay of /e~/~i / ,2002. BARBARA A. FLOOD We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, 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 and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. ~' f~~f ~'~/'~(SEAL) Residing at Residing at Page 3 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: I, BARBARA A. FLOOD, Testatrix, whose name is signed to the attached or foregoing instrument, having been 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. B"ARBARA A. FLo6D ' ~ (SEAL) Sworn to and subscribed before me this /~ ~h day of ~ ,of, ! ,2002. Notary Public My Commission Expires: (SEAL) AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: ! the Witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw BARBARA A. FLOOD sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed the Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of Testatrix signed the Will as Witnesses; and that to the best of our knowledge Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. S~vorn to and subscribed before me this [ oe~ day of ~; ~ ,2002. Notary Public My Commission Expires: (SEAL) Witness :282671 1 BARBARA, A. FLOOD METTE, EVANS & WOODSIDE ATTORNEYS AT LAW HARRISBURG, PENNSYLVANIA 17110-O950 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Barbara A. FLood Date of Death: October 26, 2003 Will No. Admin. No. 21-03-904 To the Register: I certify that notice of 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 November 4, 2003 : Name Tracy L. Evens Joseph R. Flood, Jr. Address 455 Sioux Drive, Mechanicsburg, PA 17055 124 Winghurst Boulevard, Orlando, FL 32828 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except (None). Date: November 4, 2003 Signature Capacity: __ P. Daniel Altland, Esquire Name 3401 North Front Street Harrisburg, PA 17110 Address (717) 232-5000 Telephone Personal Representative X Counsel for Personal Representative 383984vl 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) C D 004113 ALTLAND P DANIEL ESQ P O BOX 5950 HARRISBURG, PA 17110-0950 ........ fold ESTATE INFORMATION: FILE NUMBER: DECEDENT NAME: DATE OF PAYMENT: POSTMARK DATE: COUNTY: DATE OF DEATH: SSN: 196-14-2189 2103 - 0904 FLOOD BARBARA A O7/02/2OO4 06/02/2004 CUMBERLAND 1 O/26/2OO3 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $21,609.12 REMARKS: CHECK# 1549 SEAL TOTAL AMOUNT PAID: $21,609.12 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS JAMES R. CLIPPINGER CHARLES J. D£HART. III JAMES D. CAMPBELL, JR. JAMES L. GOLDSMITH P. DANIEL ALTLAND JEFFREY T. McGUIRE* STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M.WOODBURN RAY J.MICHALOWSKI *ALSO A M[NBER OF NJ BAR CALDWELL ~ KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1 7110-15 3 3 June 30,2004 OF COUNSEL RICHARD L. KEARNS CARL G. WASS THOMAS D. CALDWELL, JR. (192B - 2001) 717- :~3:~- 766 FAX: thefirmOcaldwellkearns.com Via Certified Mail Glenda F. Strausbaug, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Barbara A. Flood DOD: October 26, 2003 Our File No. 04-273 Dear Ms. Strausbaug: Enclosed is the Inheritance Tax Return in the above-referenced estate together with a check in the amount of $21,609.12 in payment of the inheritance tax due. Please return a receipt to the undersigned in the enclosed envelope. Please contact me with any questions or requests for additional information. Very truly yours, CALDWELL & KEARNS P. Daniel Altland : 5 ~ PDA:ml Enclosures 75246 LAW OFFICES CALDWELL & KEARN$ A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110 7004 0550 0000 2622 2641 GLENDA F. STRAUSBAUGH, REGISTE~[~i CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE PA 1 7 01 3 First Class Mail COMMONWEALTH OF PENNSYLVANIA DePARTME.T HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~Ii_E NUM~E~ gt -o 8 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST AND MIDDLE iNITIAL) t-- FLOOD, BARBARA A. Z UJ DATE OF DEATH iMM-DDIyEAR~ DATF OF B RTH (MM-DD-YEAR; LLI 1 0~26~2003 1 1/1 1/1925 LLI (IF APPLICABLE) SURVIVING SPOUSE'S NAME tLAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 196-14-2189 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ i i Original Return 4 Limited Estate x i 6. Decedent Died Testa!e (a:t~.r.!: copy of i 9 Litigation Proceeds Received ~,~2. Supplemental Return 4a Future Interest Compromise (dat~ of der~th aP, er ~2-12 82! 7. Decedent Maintained a Living Trust ~^~L*~.h copy. of'r,us~) 10 Spousal Poverty Credil (dat~ ,.,f d,~ath het¢¢een ~2-3~-~e~ and 1.1-95) 3. Remainder Return (dat~ of de~b~ pro io 12- 3-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes ,.1~ 1!. Eiection to tax under Sec. 9113(A) (^,'~c~, s,:.~, o) NAME P. Daniel Altland, Esquire Caldwell & Kearns TELEPHONE NUMBER (717) 232-7661 3631 North Front Street Harrisburg, PA 17110 Z 1 Real Estate (Schedule A) (i) 2 S(ocks and Bonds (Schedule B) (2) 3. Closely Held Corporation. Partnership or So!e-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule Di (4) 5 Cash, Bank Deposits & Miscellaneous Personal Property (5) (Scheduie E) 6 Jointly Owned Property (Schedule F) (6) ~ Separate Bii!ing Requested 7 hrter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) (Scheduie G or L) 8 Total Gross Assets (total Lines %7) 9. Funeral Expenses & Administrative Costs (Schedule H) {9) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule i) (I0) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 1!) 13. Char[table and Governmental Bequests/Sec 91 t3 Trus!s for which an election to tax has not been made (Scheduie J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 176,320.00 .... 38,183.73 64,082.72 221,718.15 (8) 500,304.60 20,102.00 01) 20,102.00 480,202.60 (12) (13) 480,202.60 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) x .0 (!5) 16. Amount of Line 14 taxable atlinealrate 480,202.60 x o 45 ('.,6~ 19 Tax Due (!9) 17. Amounl of Line 14 taxable at sibling rate x .!2 18. Amount of Line 14 taxable at collateral rate x .15 08) 21,609.12 21,609.12 :> > BE SURE TO ~SWER ALE QUESTIONS oN REVERSE SiDE AND RECHECK MATH<< Decedent's Complete Address: STREET ADDRESS 455 Sioux Drive CITY .... Mecnanlcsourg Tax Payments and Credits: !. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Povedy Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) 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 5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A, Enter the interest on the tax due. (3) (4) (5) (5A) (5B) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT 21,609.12 21,609.12 21,609.12 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred: ...................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income: ........................................ [] [] c. retain a reversionary interest; or ................................................................................................................. [] [] 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 QU/ICSTI~ YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare thaJ,4~e e~nineC,,l~is return, ir~l~g accompj~nying schedules and statements, and o he best of my knowledge and belief, it is true, correct and complele. Declaration of preparer o~ lh~ fers~e~tive is bas~ all informafn of which preparer has any knowledge. SIGNATURE OF ~RSON~E ~P~SI~ ~R F~ RETURN/ ~ATE SIGNATUR~F ~RER,, )~A~EENTATIVE~ ~ ' ¢ DATE ADDRE~ For dates of death on or after July 1, 1994 and before Janua~ I, 1995. the tax rate imposed on the net value of transfers to or for the use of the su~,iving spouse is 3% [72 P.S. ~91!6 (a)(M) For dates of death on or after January 1. 1995, the tax rate imposed on the net value of ~ransfers ~o or for the use of the su~'Mng spouse is 0% ~72 P.S. ~9116 (a) (1.1) The statute does not exempt a transfer to a sullying spouse from tax, and the statuto~ requirements for disclosure of assets and filinq a tax return are still applicable even the su~iving 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 chiid ~¢enty~ne years of age or younger at death to or for (he use of a natural parent, an adoptive parent. or a stepparent of lhe child is 0% [72 P.S. ~9~16(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 PS. ~9116(i .2) [72 P.S. ~91!6(a)(1)]. The tax rate imoosed on !he net value of transfers to or for the use of the decedent's siblings is !2% [72 P.S. ~9~16 a~(~ 3)~ A *ihl;ng is defif:ed. · ~ndividuai who has at least one parent in common with the decedent, whether by blood or adoption REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER FLOOD, BARBARA A. All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 455 Sioux Drive, Mechanicsburg, Cumberland County, PA - market value per assessment office 176,320.00 $ 176,320.00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98)_ f'z, COMMON'C,~ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER FLOOD, BARBARA A. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Schwab One investmnt account TOTAL (Also enter on line 2, Recapitulation) 38,183.73 $ 38,183.73 (If more space is needed, insed additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER FLOOD, BARBARA A. 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 NUMBER 1 2 3 DESCRIPTION Mid Penn Bank, Account No. 9011800 Mid Penn Bank, Account No. 9011305 1997 Cadillac Seville TOTAL (Also enter on line 5, Recapitulation) $ VALUE AT DATE OF DEATH 50,773.16 8,309.56 5,O00.00 64,082.72 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER FLOOD, BARBARA A. 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 INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER mE DATE OF TRANSFER ATTACHA COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. New York Life Insurance Co. Annuity #57-219-726 221,718.15 100 221,718.1: TOTAL (Also enter on line 7 Recapitulation) $ 221,71 8.15 (If more space is needed, insert additional 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 FLOOD, BARBARA A. FILE NUMBER Debts of decedent must be reported on Schedule ITEM NUMBER DESCRIPTION 5. 6. 7. FUNERAL EXPENSES: Myers-Hamer Funeral Home, Camp Hill, PA Rolling Green Cemetery food and catering ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Securily Number(s)/EIN Number of Personal Representative(s) Streel Address City State Year(s) Commission Paid: Attorney Fees Mette, Evans & Woodside and Caldwell & Kearns Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Relurn Preparer's Fees Advertising Grant of Letters Cumberland Law Journal Zip Zip TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insed additional sheets ot the same size) AMOUNT 8,011.00 870.00 739.00 10,000.00 407.00 7500 20,102.00 RSV-1513 EX* (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J ESTATE OF NUMBER FLOOD, BARBARA Ao NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Joseph R. Flood, ,Jr. 124 Winghurst Boulevard Orlando, FL 32828 RELATIONSHIP TO DECEDENT Son Daughter Tracy L. Evens 8 Vicksburg Court Mechanicsburg, PA 17055 Do Not List Trustee(s) FILE NUMBER 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 50.00 50.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS CJN LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insed additional sheets of the same size) OF BARBARA A. FLOOD I, BARBARA A. FLOOD, of Mechanicsburg, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by the Executor out of the property passing out of the residue of this Will, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ITEM III: I give to my children living at the time of my death all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon, to be divided among them as they shall agree. Should there be no agreement, the Executor shall divide this property among them in as nearly equal portions as the Executor, in the sole Pagel ~~--~)~ .~ discretion of the Executor, deems appropriate, having due regard to the personal preferences of my children. ITEM IV: I give the residue of my estate, not disposed of in the preceding portions of this Will, to my children in equal shares. If any of my children is not living at my death, the share of my deceased child shall be paid to his or her then living issue, per stirpes. If a child of my son, JOSEPH R. FLOOD, JR., is under the age of twenty-one (21) years and is entitled to receive assets under this Will, TRACY L. EVENS shall receive those assets as Custodian for the Beneficiary under the Pennsylvania Uniform Transfers to Minors Act. The Custodian may receive and administer all assets authorized by law, and shall have full authority as provided in the Pennsylvania Uniform Transfers to Minors Act to use assets in the manner the Custodian deems advisable for the best interests of the beneficiary. ITEM V: I hereby nominate, constitute and appoint my son, JOSEPH R. FLOOD, JR. to be the Executor. In the event of his death or his inability or refusal to serve, I nominate, constitute and appoint TRACY L. EVENS to be Executrix, herein referred to as "Executor". The Executor is specifically relieved from the duty or obligation of filing any bond or other security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding two (2) pages, at the end of each page of which I have also set my initials for greater security and better _. identification tins, ~- day of ~.?~'~/,/ ,2002. BARBAR~ A. FLOOD We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, 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 and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. ~ "~.'t.~'~.2.t' (-~"(,"~"~r..~(SEAL) Residing at O- ~" Residing at Page 3 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: I, BARBARA A. FLOOD, Testatrix, whose name is signed to the attached or foregoing instrument, having been 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. I~'~RBARA A. FLo~D - Sworn to and s,ubscribed before me this /0 tn day of ?,--, ! , Notary Public My Commission Expires: (SEAL) AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS: the Witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw BARBARA A. FLOOD sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed the Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of Testatrix signed the Will as Witnesses; and that to the best of our knowledge Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Witness ~'- ...... Sworn to and subscribed before me this ~ ~ e~ day of i"~ ?c; } ,2002. Notary Public My Commission Expires: (SEAL) :282671 1 CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Barbara A. FLood Date of Death: October 26, 2003 Will No. Admin. No. 21-03-904 To the Register: I certify that notice of 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 November 4, 2003 : Name Trac¥ L. Evens Joseph R. Flood~ Jr. Address 455 Sioux Drive, Mechanicsburg~ PA 17055 124 Winghurst Boulevard, Orlando, FL 32828 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except (None). Date: November 4, 2003 Signature P. Daniel Altland, Esquire Name 3401 North Front Street Harrisburg, PA 17110 Address (717) 232-5000 Telephone Personal Representative Capacity: __ X Counsel for Personal Representative 383984vl BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060I HARRISBURG, PA 171Z&-0601 P DANIEL ALTLAND CALDNELL & KEARNS 5631N FRONT ST HBG PA 17110 COMMONgEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-15~i7 EX AFP C01-05) DATE 08-30-2006 ESTATE OF FLOOD DATE OF DEATH 10-26-2005 FILE NUMBER COUNTY C _L~. 'R L ~,N~:~ ACN 1~ ~ Amo~ BARBARA A HAKE CHECK PAYABLE AND RE~4ZT PAyHENT TO: REGISTER OF ~ILLS CUMBERLAND CO~OURT.'-~OUSE~:~. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF FLOOD BARBARA A FILE NO. 21 05-0906 ACM 101 DATE TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORTGTNAL RETURN 1. Real Es'l:e'l~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S4:ock/Par*narship Zn~eres~: (Schedule C) (:5) q. Mortgages~No'cas Receivable (Schedule D) (q) 5. Cash/Bank Doposi:~s/Misc. Personal Propar~y (Schedule E) (5) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Cos~s/Nisc. Expanses (Schedule H) (9) 10. Deb~s/Hor*gaga Liabili~ies/Lians (Schedule I) (10) 11. To,al Daduc~/ons 12. Ne'l: Value of Tax Ra~urn 1:5. 14. Chari*able/Govarnaen~al Bequas*s; Non-elected 911:5 Trusts (Schedule J) Ne* Value of Es~e~a Subjac~ ~o Tax 1761520.00 $81185.75 .00 .0O 66~082.72 .00 221~718.15 (B) 20,102.00 .00 NOTE: To insure proper credi~ ~o your account, subaA~ ~he upper portion of *his fora w~h your ~ax payaan~. NOTE: 500,304.60 (11) 20 .lO2.00 (12) 680,202.60 (1:5) . O0 (14) 680,202.60 Z~ an assessment Nas issued previously, 11nes 14, 15 and/er 16, 17, reflect f/gures that include the fetal of ALL returns assessed to date. 18 and 19 will TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ASSESSMENT OF TAX: 15. Amoun~ of L/ne 14 a~c Spousal ra~e 16. Aaoun'l: of Line 14 ~axabla 04: Lineal/Class A re~a 17. Aaoun~ of Line 14 a~ Sibling ra~e 18. Aaoun~ of Line 14 ~axable a~ Collateral/Class B ra~a 19. Principal Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN pATD (-) 06-02-2006 CD006113 . O0 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 21,609.12 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT 1S REQUIRED. TF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE [~ A REFUND. SEE REVERSE SIDE OF THIS FOR, FOR INSTRUCTIONS.) 21,609.12 AHOUNT PAID (15) .00 X O0 = .00 (16). 680,202.60 X 0~'5 = 21,609.12 (17) . O0 x 12 = . O0 (18) .00 x 15 = .00 (la)= 21,609.12 RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collataral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Coeeonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Ctass B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: ZNTEREST: To fulfill the requirements of Section glqO of the Inheritance and Estate Tax Act, Act g$ of ZOO0. (7Z P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, 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-IS15). Applications ara available at the Office of the Register of Nills, any of the Z3 Revenue District Offices, or by ceiling ';he special Z~-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-qqT-30ZO (TT 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 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 Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6508. See page S of the book[et "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is aZZowed. 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 time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (9) months and one [1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 1982 ail1 bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq ara: Interest Dally Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ~ .0005~8 1988-1991 llZ .000301 ZOOl 9Z .0002q7 1983 16Z .O00q~8 199Z 9Z .0002~7 ZOO2 6Z .00016q X98~ llZ .000301 1993-199q 7Z .000192 2005 SZ .0001~7 1985 13Z .000~56 1995-1998 9Z .O00Z~7 200~ ~Z .000110 1986 lOX .O00ZTq 1999 7Z .O00lgg 1987 lOX .O00Z7q ZOO0 7Z .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent wi1! reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. CUmberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 - Date: 9/15/2005 ALTLAND P DANIEL 3631 NORTH FRONT STREET HARRISBURG, PA 17110 RE: Estate of FLOOD BARBARA A File Number: 2003-00904 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above Captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT llULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying oQ or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2005 Thank You. Your prompt attention to this matter will be appreciated. Sincerely, ~~U~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) JUdge '-~ ( c STATUS REPORT UNDER RULE 6.12 Name of Decedent: Barbara A. Flood Date of Death: 10/26/2003 Will No. 2003-00904 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate IS complete: Yes 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. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes No X b . The separate Orphans I 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 X No d . Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans I Court and may be attached to this report. Date: 9/30/2005 .0 ()':f'-u'AV {)/'~0-- Signature P. Daniel Altland. Esquire Name (Please type or print) 3631 North Front Street Harrisbura PA 17110 Address ( 717 ) - 2327661 Tel. No . t...C) Capacity : Personal Representative ...._-..l~ ('"j X Counsel for personal representative L __ {:'J I 1-~ . CALDWELL & KEARNS A PROFESSIONAL CORPORATION JAMES R. CLIPPINGER CHARLES J. DEHART. III JAMES D. CAMPBELL. JR. JAMES L. GOLDSMITH P. DANIEL ALTLAND JEFFREY T. McGUIRE- STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY J. MICHALOWSKI DOUGLAS L. CASSEL ATTORNEYS AT LAW OF COUNSEL RICHARD L. KEARNS CARL G. WASS 3631 NORTH FRONT STREET HARRISBURG. PENNSYLVANIA 17110-1533 THOMAS D. CALDWELL. JR. 1192B-2001l September 30, 2005 -ALSO A MEMBER OF N..J BAR 717-232-7661 FAX: 717-232-2766 thefirm@caldwellkearns.com Glenda Farner Strasbaugh, Register of wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Decedent - Barbara A. Flood File No. 2003-00904 Dear Ms. Strasbaugh: I am enclosing herewith an original and a copy of the Status Report Under Rule 6.12 in the above-referenced Estate. Please file the original and return the stamped copy to me in the enclosed self- addressed, stamped envelope for your convenience. Thank you for your assistance. Very truly yours, (] tkA CUx:/Cl-.-L0 P. Daniel Altland CALDWELL & KEARNS PDA:nb jEnclosures 04-273/93350