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HomeMy WebLinkAbout04-08-111505610148 REV-~ goo ~x X01_,0, OFFICIAL USE ONLY PA Department of Revenue County Code Year Fife Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Bax zaosa, 21 10 0 3 2 9 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 011-18-6018 022320],0 D5131917 Decedent's Last Name Suffix Decedent's First Name M I WOODS ELISABETH ~ (If Applicable} Enter Surviving Spouse's information Beiaw Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS F;LI_ ;Ci AF'>aROPI^Jr4TE I~OXi=S BELO~'4 ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return {date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Retum Required death after 12-12-82) © 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (A#tach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95} (Attach Sch. O) CORRESPONDENT - THIS SECTION Mt15T>3E COMPLETED. ALL CORRESt'ONt7ENCE AND CONFIDENTIAL TAX INFORMATION SHOt1LD BE DIRECTED TO: Name ~ Daytime Telephone Number e.. , VANCE E• ANTONACCI, ESQ- ?17-581-~?OL . -z-, REGISTER ~~S U5E Ot~LX t f ~ 1 = r--~ ~ ~ =~. ` r '~" ~ 7 First line of address ~~; ?~) ~ ~ ,-,~ f -- 570 LAUSCH LANE r ~c~~~ ~~ .--' _ ... _ Second Line of address ~ ~~- ' = r SUITE 2d0 - ~ `~,,,~=~ city or Post office State ZIP Code DATE FILED t;,. ' ~' LANCASTER PA 17601 correspondents ~-mait address: V A N T O N A C C I a~ M W N• C O M Under penalties of perjury, I declare that !have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is e, correct and complete. Declaration of preparer other than the personal representative is based on all information of which proparer has any knowledge. SI TURE PERSON RESPONS FOR FILING RETURN DA .E 694 F~IRVIEW AVENUE, ANNAPOLIS, MD DATIE SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE ~ ~l ~ ~ l 1 MCNEES WALLACE & NURICK LLC, BY: ADDRESS 570 LAUSCH LANE, SUITE 200 LANCASTER, PA 17601 ___ PLEASE USE ORIGINAL FORM ONLY 15Q561D148 Side 't 9MA647 4.OOD 1505610148 __ --- c~ J 15D561D248 REV 1500 EX Decedent's Social Security Number 011-18-6018 Decedents tJame: WOODS E L I, S A B E T H (; RECAPITULATION 1. Real Estate (Schedule A) 1. 0 - 0 0 2. stocks and Bonds (schedule B} ......................... 2, 3 5 0 , 7 0 9.5 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3. D • 0 0 4. Mortgages and Notes Receivable (Schedule D) 4 0 - 0 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) , , , , , g, $ 5 , 6 3 8 •1$ 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6, 0 - 0 0 7. Inter-Vvos Transfers 8 Miscellaneous Non-probate Property (Schedule G} ~ Separate Billing Requested 7. 2 3 8, 8 6 4• b 9 $. 7otai Gross Assets (tots! Lines 1 through 7) _ 8 6 7 5 , 212.4 2 9. Funeral Expenses arxf Administrative Costs (Schedule H), _ , g 41, , 4 3 8 •2 9 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) _ . 10. 11, , 316.7 5 11. Total Deductions (total Lines 9 and 10} , , , , , , , , , , , , , , , , , , , , , 11. 5 2 , 7 5 5.0 4 12. Net Value of Estate {Line 8 minus Une 11) 12, b 2 2 , 4 5 7.3 8 13. Charitable and Governmental BequestsJSec 9113 Trusts far which an election to tax has not been made (Schedule J) , , 13 ~ • 0 [] 14. Net Value Subject to Tax (Line 12 minus tine 13) , 14 6 2 2 , 4 5 7.3 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal taxrate, or transfers under Sec. 9116 16. Amount of Line 14 xable 0 4~ at lineal rate x . 2 5 5, 7 2 2.4 4 16. 17. Amount of tine 14 taxable ai sibling rate X .12 ~ • Q ~ 17. 18. Amount of Line 14 taxable at collateral rate X .15 3 6 6, 7 2 8- 9 2 1$. 19. TAX DUE 19, 20. FILL IN THE BOX tF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 150561D248 Side 2 1505E,1,0248 ~.oo 11,507.51 0.00 55,009.34 I~,6,516.85 J 9M4648 4.000 REV-150o EX Page 3 Decedent's Complete Address: Flk Number a7~ i.n fl~a9 DECEDENTS NAME WO T STREET ADDRESS CITY MECHANICSBU STATE ZIP P 17055- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments ,~ 0 ,19 2.4 9 e. Discount 3 ,16 8.0 3 3. Interest {1} 66,516.85 Total Credits (A + B } (2) 6 3 , 3 6 0.5 2 4. if Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Filt in box on Page 2, 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. {3) 39 . ?3 (a) 0.00 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 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 Dec. 12, 1982, did decedent transfer property within one year of death ^ without receiving adequate consideration? . " " 3. Did decedent awn 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 ~ a 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. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers #o or for the use of the surviving spouse is 3 percent [72 P.S.§9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (9.1) {i7]. 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 stilE 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 21 years of age or younger at death io or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [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 benefidaries is 4.5 percent, except as noted in 72 P.S. §9916(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 percent [72 P.S. §8116(a)(1.3}]. A sibling is defined, under Section 9102, as an Individual who has at feast one parent In common with the decedent, whether by blood or adoption. 9M4671 2.000 G a ~v U N U a~ a~ C X N H C3 C nL, W C N M O 1 ~--i N O ....~ .... ~-+ 0 y~~ /F V .~-r '~"'r Q~ C~ ...., •---+ W Q~ W M N '~ M ~~ N~ r r r r a r r r r r r r r r r r r r r r r r r r i r r r ~ O ~I Ki M ~ ~ ~ ~ ~ O: h N * O H O O O O O O O O O O O O O O O O O O O O O O O O O U O ~ C O Q O C c ~°OOOOOOOOOOOOaooooooooooaoooc~o H M O i.;~ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 .D y d O t~ O O O O O O O O O O O O O O O O O O O O O O O O O O O O O z ~. ~O M O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O U 0 >., .~ ~~ O O O O O O O O O O O O O O O O O O O O O O O O O O O O Q O LL a~ r, o 0 0 0 0 0 0 0 0 0 0 0 0 o a o 0 o a o 0 0 0 0 0 0 0 0 o a Q >, ~ M O O O O O O O O O O O O O O O O Q O 0 0 0 0 0 0 0 0 0 0 0 0 y-a ~ a O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O ~'"1 ""'~ M O O p O O O O O O O O O O O O O O O O O O O O O O O O O O O Q° o 0 0 o a o a o 0 0 0 0 0 0 o a o 0 0 0 0 0 o a o 0 0 0 0 0 ~ ... .., t.,., ~,, o 0 0 0 0 0 0 0 o a o a g o 0 0 0 0 0 0 0 0 o a o 0 0 o a ~ ~ N O O O O O O O O O O O O O O O O O O O O O O O O O O O O O y N Lr.+ ~' ~ M M O O O O O O O O O O O O O O O O O O O O O O O O O O O O O r, +~+ N t~ l~ N O~ N l`~ ~ l~ d' N G~ N I'~ [~ t~ N N N ~ ~-+ •-r •--r ~ n d' ~O ..+ 00 00 00 M M C~ ..-s ~ M O M ~ ~ ~--r O~ ~ d' ~ ~!' C~ O~ ~ O O O O er l~ Vl O M d' O ~--r ~--~ ~ N~ •-+ ~--r ~--r ~--r N N~ N N N N --~ *-+ N M M M M N N M M d' V1 ~ °o °o °o °o °a g °o $ ~° ~ $ $ o° oo °o °o °o °o °o °o °o °o © °o Q O o a C °a O o 0 0 0 0 0 A O O d C O C O O C O O O O O© O O O O O O O O O O O O O O O d 06 a~~ o 0 0 0 ~ o 0 0 ~ 0 0 0 4~4 O q~ ~ o ~ o ~ o ~\~ 0 0 0 0 L M V1 t/1 l~ 00 l~ h d' V7 1D Q~ 00 1~ O~ O~ ~ ~ N ~ ~ ~ .~ .~ .~: O` O ~ ~ ~ O 6> rr b -..r ,-a ~--~ U C~ wV~ W .~.-~ U V ....t ~--> 4J r-.> ~ ~ O ~ W t~ ~O h M N ~--~ p p~ 00 i`- ~C rIl ~ M N ~ O ~ CO t`- ~O vl et M N O O O O C O O O O ~ O~ Oti rn O~ O~ Q~ O~ O~ 00 00 00 00 00 00 00 00 ~ 0 0 o S o 0 0 0 o a a o v~ o, o~ v~ o~ o~ o~ o. cT ~: o~ o. o~ o~ a ~ rn a. ~"r N N N N N N N N N N N N -• ... '-+ ...r r. ~-+ ~ ~ ~r ..+ ... ... ~ ... ~--~ ^-~ ^' .-. REV-1503 EX+ (rr98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE Nt1iVIBER Elisabeth G Woods 21 10 0329 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEq~ 1. 3,198.69 Shares Inland American Real Estate Trust Inc. 31,986.86 held in ING Financial Partners Account #005050179242 ING Financial Partners Brokerage Account # 3Z4-091377 2 600 Shares Allied Trish Hks PLC Spon Adr Ord New York Stock Exchange CUSIP: 019228402 1,704.00 3 590 Shares Bp Plc Sponsored Adr New York Stock Exchange CUSIP: 055622104 31,529.60 Dividend accrued on 2/23/2010 495.60 4 600 Shares Dean Foods Co New Com New York Stock Exchange CUSIP: 242370104 8,871.00 5 1,200 Shares Eqt Corp Com New York Stock Exchange CUSIP: 294549100 52,938.00 Dividend accrued on 2/23/2010 264.00 6 1,000 Shares Exxon Mobil Corp Com New York Stock Exchange CUSIP: 302316102 64,855.00 Dividend accrued on 2/23/2010 420.00 7 41,000 Par Gnma Pass-Thru X Single Family Mat: 03/15/2023 7.000 Fact: 0.03601159 Financial Times Interactive Data CUSIP: 36203HZ38 1,637.54 Interest accrued to 2/23/2010 6.32 8 25,000 Par Gnma Pass-Thru X Single Family Mat: 08/15/2023 7.000 Fact: 0.03740473 Financial Times Interactive Data CUSIP: 36203UN24 1,037.13 Interest accrued to 2/23/2010 4.00 Total from continuation schedules 154,960.50 TOTAL (Also enter on line 2, Recapitulation) $ 350, 709.55 3W4696 1.000 (If more space is needed, insert additional sheets of the same size) SCHEDULE B STOCKS & BONDS Estate of: Elisabeth G. Woods 21 10 0329 Schedule B (Page 2) Item Value at Date No. Description of Death 9 25,OOQ Par Gnma Pass-Thru X Single Family Mat: 06/15/2024 7.500$ Fact: 0.01287061 Financial Times Interactive Data CUSIP: 362058PH9 363.49 Interest accrued to 2/23/2010 1.47 10 25,000 Par Gnma Pass-Thru X Single Family Mat: 08/15/2024 7.500 Fact: 0.03190471 Financial Times Interactive Data CUSIP: 36205KBQ4 901.05 Interest accrued to 2/23/2010 3.66 11 25,000 Par Gnma Pass-Thru M Single Family Mat: 03/20/2026 6.OOO~S Fact: 0.04511498 Financial Times Interactive Data CUSIP: 36202CM67 1,217.41 Interest accrued to 2/23/2010 4.14 12 2,600 Shares Hershey Co Com New York Stock Exchange CUSIP: 427866108 103,220.00 13 400 Shares Sunrise Senior Living Inc Com New York Stock Exchange CUSIP: $6768K106 1,686.00 14 120 Shares Treehouse Foods Inc Com New York Stock Exchange CUSIP: $9469A104 5,154.00 15 35,000 Pax United States Treasury Bd Mat: 08/15/2023 6.25 Otc CUSIP: 912810EQ7 42,360.94 Interest accrued to 2/23/2014 48.34 Total (Carry forward to main schedule) 154,960.50 REV-1508 EX+ (6.98) SCHEDULE E C~MMONUVEALTH QF PENNSYLVANIA CASH BANK DEPOSITS, 8c MSC:. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Elisabeth G. Woods 21 10 0329 ~ Include the proceeds of Ittlgatbn and the date the proceeds were n3cehred by the estate. All roperty Jointly-0wned with the right of survivorship must tse disclosed on Schedule F. ITEM VALUE AT DATE NUMBER rSFS~.RIp-flC){V OF DEATH 1 Citizens Hank Checking Account #6100877590 .17,296.08 2 M&T Bank Savings Account #].500426010693 9,332.90 Interest accrued to 2/23/2010 0.36 3 AARP, refund 26.25 4 1992 Buick Century @ sale price 650.00 5 U.S. Treasury, Refund on 2009 Personal Income Tax Return 7,029.00 6 Personal Property @ sale price 4,050.00 7 Bethany Village., refund for parking spot 15,000.00 8 Commonwealth of PA, Refund on Personal Income Tax Return 85.00 9 Personal Property @ appraised value 2,500.00 ING Financial~Partners Brokerage Account # 3Z4-091377 10 ING Classic Money F~znd 29,668.59 ___ TOTAL (Also enter on Ifne 5, Recapitulation) $ ~ 85, 638.18 3W48AD 1.000 (1t more space Is needed, InseR add[tlonal Sheets of the Same size} REV-1510 EX + (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER VlVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Elisabeth G. Woods 21 100329 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yrs. _ ~ ITEM NUMBE ~ DE.SCRiPT10N OF PROPERTY Inrx.~.oEtt-E~wnEoFTrEiaArs~RE~,T~]RRHATONSHPTODECEDEI~fTMO 7TED4TEOF1RAT6FFR.ATTPGHACOPYOFThEDEEDFORREALESTA7E. DATE OF DFJ~TH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION ~APPUCABLE TAXABLE VALUE ~• ING E'iancial Partners Variable Annuity # E0396209 238,864.69 100.0000 0.00 238,864.69 Beneficiary: Deborah von Rosenvinge, Niece TOTAL (Also enter on line 7, Recapftulation} $ 238,864.69 Ii more space is needed, ace additional sheets o(paper of the carne size. 9W48AF 2.000 REV-1511 EX+ (10-09) Pennsylvania o~A~uroF ~E~NUE INHERITANCE TAX RETURN RESDENT DEC:EDENt' SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Elisabeth G. Woods 21100329 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. Auer Cremation Services Funeral expense $ 1,580.00 Less Refund 45.00 1,535.00 Total from continuation schedules 135.00 B. ADMINISTRATIVE COSTS: 1. Personai Representative Commissions: 21, 700.00 Name(s) of Personal Represen#ative{s) Tycho von Rosenyir~~~ Street Address 694 Fairview Avenue Clty Annapolis State N.ID ZIP 21403 Year(s) Commission Paid; 2 011 2. Attorney Fees: 14 000.00 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 David Cordier Appraisal Fee for personal property 1,306.25 Total from continuation schedules 2,762.04 TOTAL Also enter on Line 9, Recapitulation) $ 41 , 438.29 9W46AG 2.004 If more space is needed, use additianat sheets of paper Of the same size. Estate of: Elisabeth G. Woods Schedule H Part 1 (Page 2) Item No. Description 2 Rome Monument cost to add date of death to headstone 2Z 10 0329 Amaunt 135.00 Total (Carry forward to main schedule) 135.00 Estate of: Elisabeth G. Woods 21 10 0329 Schedule H Part 7 {Page 2) 2 McNees Wallace & Nurick LLC Costs: Legal Ads $ 172.00 People Search 75.65 EVP 21.70 Telephone Exp. .20 Copy Expense 3.20 272.75 3 McNees Wallace & Nurick LLC Costs: Postage Exp. $ 1.49 Copy Expense 9.60 ].1.09 4 McNees Wallace & Nurick LLC Costs: Probate Fees $ 493.50 Copies 2.40 Short Certificates 8.00 453.90 5 Eileen Parker cleaning out closets 80.00 6 Schreckengaust CPA Tax preparation fee for 2009 Personal Income Tax Returns 825.00 7 Stables Caller ID answering machine 42.39 8 David Cordier Appraisal Fee for personal property 50.00 9 The Hartford auto insurance premium 55.60 10 Citizens Bank cost of checks 27.33 11 USPS Cost of certified mail to beneficiaries 23.76 12 Postal Express cost to ship items to Jamie Doggett 45.43 13 Verizon telephone service 236.21 14 ING Financial Partners Advisory Fee 638.58 Total {Carry, forward to main schedule) 2,762.04 REV-'1512 EX+ (12-06) SCHEDULE 1 pennsylvania c~Pa~rEHro~ REVENUE DEBTS OF DECEDENT', !N>•1ERITANCE TAX RETURN MORTGAGE UABILITtES & LIENS RESiaEHr oECr`oENr ESTATE OF FILE NUMBER Elisabeth G. Woods _ 21 10 0329 -- Report debts incurred by the decedent prior to death that remained unpaid at the date of death including unreimbursed medical expenses. awaBAH 2.000 If more space is needed, insert additional sheets of the same size. REV 1513 EX+(01-10) SCHEDULE J pennsytvania DEPARTWENfOF ~~"~ BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECENT ESTATE OF: FILE NUMBER: Elisabeth G. Woods 21 10 0329 . RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) 01/ ESTATE I TAXABLE DISTRIBUTIONS [Enclude outright spousal distrtlwtions and transfers under Sec. 9116 (a) {1.2).] 1, Deborah von Rosenvige 9 Shetland Road Rockport, MA Oi966-1911 ING Fiancial Partners Variable Annuity # E0396209 Inventory Value: 238,864.69 One Third of Residue: 127,864.23 Niece 366,728.92 2 Christopher R. Woods, deceased Son 0.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES i5THROUGH 1 8 OF REV-1500 COVER SHEET, AS APP ROPRIATE. (~ NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUT10N5: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTREBUTION5 ON LINE 13 OF REV-1500 COVER SHEET. S 0 . 0 0 -.. -_ 9W46AI 2.000 if more space is needed, use additional sheets of paper of the same size. Estate of: Elisabeth G. Woods Schedule J Part ~. (Page 2} I tem No. Description 3 Mark Woods son of Christopher R. Woods, deceased 5 Harvest Court Egg Harbor Township, NJ 08234 26.6667 of Residue: 63,925.72 4 Andrew Woods son of Christopher R. Woods, deceased 205 South Chester Avenue Pleasentville, NJ 08232 16.6667 of Residue: 63,932.24 5 Charles Vincent 2224 Main Street Fairfax, VT 05454 16.6667 of Residue: 63,932.24 6 Jamie Doggett now known by marriage as Jamie Pablo 2281 Palm Avenue, Apt. 11.0 San Diego, CA 92154 16.6667 of Residue: 63,932.24 Relation Grandson Grandson Grandson Granddaughter 21 10 0329 Amount 63,925.72 63,932.24 63,932.24 63,932.24 Last Will and Testament ~~ ~aii~~~ & ~€~itk ~G~ ~. LAST WILL AND TESTAMENT OF ELISABETH G. WOODS I, ELISABETH G. WOODS, of Bethany Village, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. ITEM I. I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. ITEM II. I give all of the rest, residue and. remainder of my estate unto the following: (A) One-third (1/3) of my residuary estate unto my son, Christopher R. Woods, or his living issue per stirpes. (B) One-third X1/3) of my residuary estate unto my .niece, Deborah von Rosenvinge, or to her living issue per stirpes. {C) One-third of my~~ residuary estate equall~.T arlong the following: (1)~ My grandson, Charles Vincent, provided he survives my death. (2 ) My granddaughter, Jaznie Doggett, provided she survives my death. z ITEM III. In addition to the powers conferred by law,~I authorize my. Executor or Trustee, i..n absolute discretion: A. To retain in the form received, and to sell either at public or private salt any real or personal property. B. To manage real estate. C. To invest and reinvest only .in forms of property defined as legal investments according to'the laws of the Commonwealth of Pennsylvania. D: To exercise anv optional rights arisincr from ownership of investments. E. To compromise claims without court approval, and without the consent of any beneficiary. ITEM IV. It is hereby directed that my ExeEUtor, hereinafter named, shall pay all inheritance, state, succession and legacy taxes to which my estate or the transfer of any property hereunder may be subject and to charge such tax as part of the administration, payable out cf rry residuary ::state. ITEM V. I nominate, constitute. and appoint my nephew, Tycho von Rosenvinge, to be and act as my sole. Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of my nephew, Tycho von Rosenvinge, I nominate, constitute and appoint my nephew's wife, Christina von Rosenvinge, 2 as Executrix of this my Last Will. and Testament. Na personal representative or fiduciary appointed herein shall be required to post bond or give any security. It is my express wish and desire that my Executor, hereinabove named, be paid the full amount of the Executor's fee permitted by law under the laws of the Commonwealth of Pennsylvania. _ IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of _ ~~~~ 2007. ~.~ - ~~;~~ ( SEAL ) ELISABETH G. WOODS The preceding instrument, consisting of this, and two other typewritten pages, was on the date thereof signed, published and declared~by ELISABETH G.. WOODS, 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 witness s hereto. Residing at 52-35 W+tA~ fin. (ritChrU~+(~6~Ina P~ I~053 F Residing at _ ~f cs$y~ r 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF L'~tMd~r~Lf~ SS: The Testatrix and the witnesses whose names are subscribed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby acknowledge and- declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will in the presence of the witnesses, that she signed willingly or willingly directed another to sign for her, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. statrix W' ~ Wit ess Sworn~to, subscribed and acknowled ed before me by the above named Testatrix and witnesses this ~~~ day' of ;.kr~.~ , 2007. .. l~-~ ~_ ..r ,r~--_.. ( SEAL ) `// Notary Public O1-673/31851-1 NQTARIAt -YrJIL l~HN~R E'60W~ ~NoQOry Pt~lic 4O~WER !ILlEN 1MIP CUNlNl~WD COUMY M!I Comrtwiion Expit+~ IrAC~r 25.20 Q 4 Citizens Bank • x~rc~t~1~~ Citizens Bank- April 7, 2010 DAVID E GRWER 100 PINE ST PO BOX 1 I66 1`]LARRYSBURG PA 17108-1166 525 William Penn Place Suite 153-261$ Pittsburgh, FA 15219 Estate of ELISABETH G WOODS Date of Death: Feb 23, 2010 SSN: 011-18-6018 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of her date of death. The decedent had 1 active account at the time of her death and she had no Safe Deposit Box. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For a1I other inquiries, please call 1-888-999-6884 Sincerely, Phillip Lynch Operations Services ~Ct~~~~s ~~r~~C~ Account Number ~ 6100877590 Account Title ELISABETH G WOODS Date O ened 4/5/1993 Account T e ~ Checkin Princi al Balance as of DOD $17296.08 Interest from Last. Postin to DOD $ .00 Account Balance as of DOD $17296.08 YTD Interest to DOD $ I.44 M&T Bank '... '~fl~~~ ~ t~t~i~k u.+~ ~i~V'rTahCC'~P°57~~.1X?1.f. McNees Wallace & Nurick LLC Attn: David Gruver P.O. Box 1166 Harrisburg, Pa 17908-1166 Aprii 9 , 2010 Page 2 The information which you requested on the accounts} of Elisabeth Gilbert Woods, who died on February 23, 2010, Social Security No. 011-18-6018, is as follows: Account Number(s) Class of Account Date Opened Principal Balance Accrued Interest Date of Death Balance Individual Owner? Name of J©int pvvner~andlor POD~'TGD.Beneficiary, if Arty Date joint ownership, TOD, or POD was established interest Rate Is this certificate a renewal of a previous certificate Was the. previous certificate jointly held pate of previous certificate Interest paid from 1!1/2009 to 2123/2010, Date of Death Number 1 15004206010693 Nurrrber 2 Number 3~ Ui .. .... t~- ~ __._... 3~ ~~`~ L S For C.D.'s Only For C.D.'s Only For C.D.'s Only M&T Bank By: ` ING Brokerage Account r~~~~rr~k,~~~~ Estate valuation ING Brokerage Account # 329091377 Date of Death: 02/23/2010 Estate of: Elisabeth G. Woods Valua tion Date: 02/23/2010 Account: 29409-0001 Proce ssing Date: 04/28/2010 Report Type: Date of Death Number af. Securities: 15 File ID: Woods E st - ING Acct. Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid ~ Adjustments Accruals Value 1) 600 ALLIED IRISH BKS PLC (019228402; AIB) SPON ADR ORD New York Stock Exchange 02/23/2010 2.90000 2.78000 H/L 2.890000 1,704.00 2} 590 BP PLC (055622104; BP) SPONSORED ADR New York Stock Exchange 02/23/2010 53.77000 53.11000 H/L 53.490000 31,529.60 Div: 0.84 Ex: 02/17/2010 Rec: 02/19/2010 Pay: 03/08/2010 995.60 3) 29668.59 Cash (CASH} 29,668.59 4) 600 DEAN FOODS CO NEW (242370104; DF) COM New York Stock Exchange 02/23/2010 14.92000 19.65000 H/L 19.785000 8,871.00 5) 1200 E¢T CORP {294549100; E¢T) COM New York Stock Exchange 02/23/2010 99.60000 43.63000 H/L 94.115000 52,938.00 Div: 0.22 Ex: 02/10/2010 Rec: 02/12/2010 Pay: 03/01/2010 269.00 6} 1000 EXXON MOBIL CORP (302316102; XOM} COM New York Stock Exchange 02/23/2010 65.56000 64.15000 H/L 64.855000 69,855.00 Div: 0.42 Ex: 02/08/2010 Rec: 02/10/2010 Pay: 03/10/2010 920,00 7} 41000 GNMA PASS-THRU X SINGLE FAMILY (36203HZ38} Financial Times Interactive Data Mat: 03/15/2023 7.000 Fact: 0.03601159 02/23/2010 110.90860 A/B 110.908597 1,637,54 Int: 02/01/2010 to 02/23/2010 6.32 8) 25000 GNMA PASS-THRU X SINGLE FAMILY {36203UN24) Financial Times Interactive Data Mat: 08/15/2023 7.000 Fact: 0.03740973 02/23/2010 110.90860 A/B 110.908597 1,037.13 int: 02/01/2010 to 02/23/2010 9.00- 9) 25000 GNMA PASS-THRU X SINGLE FAMILY {36205BPH9) Financial Times Interactive Data Mat: 06/15/2029 7.500 Fact: 0.01287061 02/23/2010 112.96733 A/B •112.967331 363.99 Int: 02/01/2010 to 02/23/2010 1.97 10) 25000 GNMA PASS-THRU X SINGLE FAMILY (36205KB¢9) Financial Times interactive Data Mat: 08/15/2024 7.500 Fact: 0.03190971 02/23/2010 112.96733 A/B " 112.967331 901.05 Int: 02/01/2010 to 02/23/2010 3.66 11} 25000 GNMA PASS-THRU M SINGLE FAMILY (36202CM67) Financial Times Interactive Data Mat: 03/20/2026 6.000 Fact: 0.04511498 02/23/2010 107.93885 A/B 107.938853 1,217.41 Int: 02/01/2010 to 02/23/2010 4.14 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.1) Date of Death: 02/23/2010 Valuation Date: 02/23/2010 Processing Date: 09/28/2010 Estate of: Elisabeth G. Woods Account: 29909-0001 Report Type: Date of Death Number of Securities: 15 File ID: Woods Est.- ING Abct. Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 121 2600 HERSHEY CO (427866108; HSY} COM New York Stock Exchange 02/23/2010 39.67000 39.04000 H/L 39.380000 Div: 0.320000 Ex: 02/23/2010 Rec: 02/25/2010 Pay: 03/15/2010 t 0.320000 39.700000 13} 900 SUNRISE SENIOR LIVING INC (867fi8K106; SRZ} COM New York Stock Exchange 02/23/2010 4.32000 ~ 4.11000 H/L 9.215000 19) 120 TREEHOUSE~FOODS INC (89469A109; THS) COM New York Stock Exchange 02/23/2010 ~ 43.52000 42.38000 H/L . 92.950000 15) 35000 UNITED STATES TREASURY BD (912810EQ7) OTC DTD: 08/15/1993 Mat: 08/15/2023 6.25$ 02/23/2010 121.06250 121.00000 A/B 121.031250 Int: 02/15/2010 to 02/23/2010 Total Value: Total Accrual: Total: $348,391.28 103,220.00 1,686.00 5,154.00 92,360.99 48.34 $347,143.75 $1,247.53 Page 2 This report was produced with EstateVal, a product of Estate'Valuations 6 Pricing Systems, Inc. Ii` you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.1) Annuity ~. '~t1~~~ ~ h~~.~i`'r~~ i.IL~ F~;~V~r'a~'~<ic'rr~r ~. Holdings by Investor Elisabeth G Woods 5225 Wilson Lane #'1140 Mechanicsburg, PA 97055 Janel M Widdtawsfln ING Financial Partners. Inc. 243 North Duke Street Lancaster, PA 17602 717-207-9230 Woods Date: 02/23/2010 Created: 03/12/2010 Acct Name:ELISABETH WOODS 5225 WILSON LANE APT 1140 MECHANICSBURG PA 17055 Acct No:E0396209 Acct Type:lndividuals Rep. No:B84QLQ „ ~ /~ tlty Asset-Name= ~ Ticker, ~< s , ' } ~ f AssetType ° ~ ,- , ' ~ Mgt Name' ~ f V[~~1~ r~ Price(s) Value($) ~ ti .. a. cam.. r.% +. _. .s. ~t.-. ..~ I fit a !~ ~ _ • ~ 4 ~ -2, •.. . t.~ ~~~~ , ...... f ~ ~• AST ALLIANCEBERNSTEIN ~ EQUITY ' ' PRUDENTIAL 4,216.32. . . 11:34 47,821:19 ' . GROWTH'i3~ INCOME .; :. , . ; :. . , ;. . , AST FEDERATED AGGRESSIVE ~ EQUITY 'PRUDENTIAL 663.58 18.19 12,073.70 GROWTH AST lNTERNATIONAI. GROWTH :: . _ -. EQiJiTY ~`. ~ ~ .:. PRUDENTIAL 1;556 90 : , 14.58. 22,696.56 AST LORD ABBETT-BOND- _. FIXED.INCOME . -PRUDENTIAL 1,751.46 13.83 24,224.57 DEBENTURE,. ,.. ,. . ... AST MARSICO CAPITAL GROWTH ` ' ~ .EQUITY ~ ::~ , :. _ PRUDENTIAL:. 3,986 04 ~' - ~ :11.75 46,854.53 ... .. AST NEUBERGER GERMAN / LSV ; :. ~ EQUITY .: ~. PRUDENTIAL 800.78 15.18 12,155.5E M1D-CAP VALUE AS7 PIIVICQ LIMITED MATURITY ~ .. ;. FDCED. INCOME., PRUDENT1Al ` ' 5,209.47 11.70 60,9.43.64 <: 80ND ~ AST SMALL CAP VALUE EQUITY :: PRUDENTIAL . ' . 809.17 ' 1'4.95 12,094.93 Account Total: $238, 864.69 Incomplete if presented without acscompanying disclosure page Page 2 of 3