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Home My WebLink About03-0338P.02 PETITION FOR PROBATE and GRANT OF LETTERS £slute of Helen F. Pounds No also known as To: Register of Wills for thc ..... Social Security No..__~ ~ ~.~ ~ /~ .~ Coumy of ~u~berland in the · Commonwealth of Pennsylvania The I~erhion af ~he tmder~igned re~pemfull~ represents that: Your pctiHoner(~), who is/are ~8 years of age or older an the execuL. ~ .... named in the lasl will of the above decedcm, dated O~tober 16~ 2000 19 ..... and codicil(s) dated ............. , Dcccndcnr was domiciled al death m Cumberland County, Pennsylvania, with h.e: .......... last family or principal residence a~~e~lrcle. Newvi 1 ........... PA ~.3.Z~L ~wesc PennsDoro Township) (lint ~treel, number and Deccndent, d~en._~.l.~n years of age, died A~ri~ 10'~' 2003 at_._..~_[isie ffosP~&[ ................ - , ~9-. , ~.xcept n~ lollow~, decedem did not marry was nor divorced and did not have a child born or adopted after execution of the will offered for probate; was no~ thc victim of a killing and was never adjudicated incompetent: Decendcm al death owned properly with estimated values as follows: (If' domiciled in Pa.) All personal property (If not domiciled in Pa,) Personal property in Pennsylvania (If m)t domiciled in Pa,.) Personal property in Coun,y Value of' real estate in Pennsy vania ' shua~-d as Follows: WItEREF(')RE, petitioner(s) respectfully presen[ed herewith and the gram of ~elters requesl(s) thc probate of tile last wilt and codicil(s) U¢~tamen~ary: admini,ttra:ion c,t.a.; ndministratlon d,h.n,c.t,a,) OATH OF PERSONAL REPRESENTATIVE ....... The pe[iHoner(~) above-named ~wear(s) om' affirm(s) that the statemen[~ in thc foregoing petition are rrtJt. ;Hid correct ~(~ [he bc.~ of' the knowledge and belief ' . , ~ativ~f,,,) or the abc, vt decedent et ii(, rti in ~.. .... ~.P?m?ner(s) a~hat as personal re . ~ .S. W .... '>,, lhU truly fl(tmi~l .......... / % . ~. '"(s,~N~¢~sta(e according to law APR--11--2~ ~l C~6 PM FRANCESDELDL~CA 717 258 494~ P.OI ~0. 21-200~-33R Estate of Relen F. Pound~ . ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS April 16th AND NOW the reverse side hereof, satisfactory proof havin$ been presented before me, IT IS DECREED that the instrument(s) dated . October 1 6t 2000 described therein be admitted to probate and filed of record as the last will of Hnl~n F. Pounds are hereby 8ranted to ~Ztam F. Pounds .~2 ~_.3 ., in consideration of thc petition on Donna M. FEES Probate, Letters, F. tc .......... $ 48_0. O0 Short Certificates(2 ) .......... $-. R_ O0 Renunciation ................ $_ x-Pages (2) $_ 6 00 JCP ' ' :[e:l:~ __ $ 10.0 0 Filed .A. pr, .i,Z...16,th,.20.03, $..5.02.,00 ~rances ~. De~)_Puca ~06269 ATTOKN5Y (SuD. CL LD, N0J 10 W. High St., Carlisle, PA 17013 7a7-249-~ 323 PHONE Call Attorney Frances Del Duca when letters are done. on 4/16/03 21-2003-338 LAST WILL 21-2003-338 I, HELEN F. POUNDS, 20 Elm Tree Circle, Green Ridge Village, Newville, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previously made by me. I. I direct that any and all inheritance, estate and transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. II. I bequeath six (6%) percent of my gross estate to each of my grandchildren, Thomas McClure Pounds, Julia Elizabeth Pounds Mudge, Claire Ellen Lowrie, Amy Lowrie Taivalkoski and Theodore William Lowrie, for a total of thirty (30%) percent. III. I devise and bequeath the residue of my estate in equal shares to my three children, Lois Pounds Oliver, Nancy Pounds Giddens and William F. Pounds. IV. I appoint William F. Pounds to be executor of this my Last Will. In the event he fails to qualify or ceases to act, then I appoint Lois P. Pounds Oliver. V. I direct that my executor need not file bond in this or any other jurisdiction. WHEREOF, I have hereunto set my hand and seal this ~/~ay of WITNESS October, 2000. The preceding instrument consisting of one (1) page(s) was on the date thereof signed, published and declared by HELEN F. POUNDS, the testator herein, as and for her Last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. STATE OF PENNSYLVANIA :: SS COUNTY OF CUMBERLAND :: We, HELEN F. POUNDS, Frances H. Del Duca and Carol A. Morrow, the testator and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of her knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator Witness Witness ...... SUBSCRIBED, sworn to and acknowledged before me by HELEN F. POUNDS, the testator, and subscribed and sworn to before me by Carol A. Morrow and Frances H. Del Duca this/~ day of (~dd~, 2000. 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 002709 DEL DUCA FRANCES H ESQUIRE 10 W HIGH STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 209-28-61 50 FILE NUMBER: 2103-0338 DECEDENT NAME: POUNDS HELEN F DATE OF PAYMENT: 06/19/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $41,276.50 TOTAL AMOUNT PAID: $41,276.50 REMARKS: WILLIAM F POUNDS FRANCES H DEL DUCA ESQUIRE SEAL CHECK//110 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Helen F. Pounds Date of Death: April 10, 2003 Will No. Admin. No. 2003 - 00338 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 /%pr i 1 30, 2003 : Name Address Lois P. Oliver. 3 Aldersgate Court, Durham, NC 27705 Nancy P. Giddens 1133 E. Washington St., Boise, ID 83712 Theodore W. Lowrie 11535 Ivy Flower Loop, Riverview, FL 33569 Amy L. Taivalkoski N7458 W231 East Stoneridge, Sussex, WI 53089 Claire E. Lowrie 511 Sherman St., Boise, ID 83702 Julia P. Mudge 14 Cleveland St., Dedham, MA 02026 Thomas M. Pounds 16955 Cypuess Way, Los Gato~ CA 95030 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: July 21, 2003 Signatu .~, Name Frances H. Del Duca, Esq. Capacity: __ Address 10 West High St., Carlisle, PA Telephone ( 7'~7-249-1323 Personal Representative x Counsel for personal representative 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 003083 DEL DUCA FRANCES H ESQUIRE 10 W HIGH STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 209-28-6150 FILE NUMBER: 2103-0338 DECEDENT NAME: POUNDS HELEN F DATE OF PAYMENT: 10/03/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/1 0/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $126.17 TOTAL AMOUNT PAID: $126.17 REMARKS: HELEN LPOUNDS&WILLIAM F POUNDS SEAL CHECK//112 INITIALS: DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) COMMONWEALTH OF PENNSLYVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 03 0338 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL~ SOCIAL SECURITY NUMBER Pounds, Helen F. 209-28-6150 DATE OF DEATH (MM-DD-YEAR) DATE Of BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPUCATE WITH THE 04-10-2003 10-30-1902 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 1~. Original Retum 4. Limited Estate Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received U2. Supplemental Return ~ Remainder Retum(~de~ ~o ~2-,3.~) I I 4a. Future Interest Comprise (dateoldeath after 12-12-82) U Federal Estate Tax Return Required 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes 10. Spousal Poverty Credit (date ordeath between 12-31-91 and 1-1-95) ~ ,l~l.;~l~e~ti~n to tax under Sec. 9113(A) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS NAME Frances H. Del Duca, Esquire FIRM NAME (If Applicable) TELEPHONE NUMBER (717) 249-1323 10 West Hi(~h Street Carlisle, PA 17013 1. Real Estate (Schedule Al (1) 2. Stocks and Bonds (Schedule B) (2) 3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) ] Separate Billing Requested 7, Inter-Vivos Transfers & Misc. Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been m~ L~,haclHla II 14. Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL USE ONLY $715,996.91 $998,441.07 $30,105,14 $968.335.93 $968,335.93 282,444.16 (8) $30,105,14 (11) (12~ (13) (14) 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 (15) 16. Amount of Line 14 taxable at lineal rate 968,335.93 x 4.5 (16) 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due {19) 20'11 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 43,575.12 43.575.12 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < · Decedent's Complete Address STREET ADDRESS 210 Big Spring Road CITY Newv e STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Interest/Penaltv if aoolicable D. Interest E. Penalty 41,276.50 2.172.45 Total Credits (A + B + C) 12) Total InterestJPenaltv (D + E/ (3) If lin~. ? i.~ nr~.~f~.r th~n lin~. I + lin~. R ~.nt~.r th~. diff~.r~.nc.~. Thi.~ i.~ th~. ~3VERPAYMENT Check box on Page 1 Line 20 to request a refund (4) 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 total of Line 5 + 5A. This is the BALANCE DUE (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 43,575.12 43,448.95 126.17 126.17 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: 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 revisionary interest; or d. receive the promise for life of either payments, benefits or care? If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? Did decedent own an "in t]~st for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? Yes No IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND RLE ITAS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on all the information of which preparer has any~,,~edge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN t \ ,, · o ,~ \. ~ ,~ ADDRESS ~ /I ' -- O ' SIGNATURE OF PREPA, J~R OTHER THAN REPRESENTATIVE ADDRESS ~ - DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER 21-03-0338 Helen F. Pounds All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Bond Mutual Funds 16,258.01 Putnum PA Tax Exempt Income Fund A Unit Trusts (Pennsylvania) 380 Nuveen PA Tax-Exempt Unit Trust 53 10 Van Kampen Merritt PA Im-lt Ser 118 Common Stock 95 AT&T Corp Com New 153 AT&T Wireless Svcs Inc. 34 Avaya Inc. 154 Comcast Corp New CIA 97 Delphi Automotive Sys Corp 24 Electronic Data Systems Corp. 12,432 ExxonMobil Corp 140 General Motors Corp 18 General Motors Corp H 412 Lucent Technologies Inc. 188 Marathon Oil Corp 1,474 VerizonCommunications Corn Equity Mutual Funds 4,796.78 Putnum Equity Income Fund A 146,972.41 13,786.40 2,515.80 1,334.75 989.91 76.84 4,412.10 711.01 398.16 426,790.56 4,878.20 189.36 626.24 4,331.52 50,086.52 57,897.13 TOTAL (Also enter on line 2, Recapitulation) $715,996.91 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Helen F. Pounds FILE NUMBER 21 03 0338 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 oo ,~edule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Refunds TCM Farmers & Merchants The Sentinel Presbyterian Homes Furniture Dreyfus Treasury Cash Management Fund Certificates of Deposit - F & M Trust 001 2969626 $10,000 plus interest $3.56 001 2976602 $25,000 plus interest $55.95 022 2975178 $30,000 plus interest $11.91 022 2975180 $20,000 plus interest $9.04 022 2975196 $20,000 plus interest $30.73 Checking Accounts - F & M Trust 32 99902 $9,364.25 plus interest $1.08 70 64527 $5,002.28 plus interest $.18 Certificates of Deposit FNB Baldwin Co. Merrick Bank Beal Bank Orrstown Bank #5090067613 8/29/01 $10,000 plus accrued interest $53.92 Orrstown Bank #5090061844 11/3/01 $25,000 plus accrued interest $9.83 Provident National Bank Dewitt Bank & Trust 111.16 76.24 1,365.00 100.00 945.14 10,003.56 25,055.95 30,011.91 20,009.04 20,030.73 9,365.33 5,002.46 25,058.39 30,114.00 20,000.00 10,053.92 25,009.83 20,039.78 30,091.72 282,444.16 TOTAL (Also enter on line 5, Recapitulation)~ (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Helen F. Pounds FILE NUMBER 21 03 0338 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. 8. 9. 10. 11. 12. 13. 15. FUNERAL EXPENSES: Egger Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Frances H. Del Duca, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State__ Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees (Estimate) Presbyterian Homes ($993.45 + $117.00) Formprest Sentinel Cumberland Law Journal Frances H. Del Duca - UPS shipment reimbursement PSERS reimbursement Bank checks Cumberland Valley EMS Reserve AMOUNT 1,599.50 25,000.00 502.00 600.00 1,110.45 10.74 78.17 75.00 12.50 642.37 16.75 57.66 400.00 TOTAL (Also enter on line 9, Recapitulation $30,105.14 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00)) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN RESIDENT DECEDENT SCHEDULEJ BENEFICIARIES ESTATE OF Helen F, Pounds FILE NUMBER 21-03-0338 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY []. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] SEE ATTACHED RELATIONSHIP TO DECEDENT Do Not List Trustee(s) B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ENTER DOLLAR AIVlOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET Estate of Helen F. Pounds 21-03-0338 Name & Address Thomas M. Pounds 16955 Cypress Way Los Gatos, CA 95030 Julia P. Mudge 14 Cleveland St. Dedham, MA 02026 Claire E. Lowrie 511 Sherman St. Boise, IS 84702 Amy L. Taivalkoski N7458 W231 East Stoneridge Sussex, WI 53089 Theodore W. Lowrie 11535 Ivy Flower Loop Riverview, FL 33569 Lois P. Oliver 3 Aldergate Court Durham, NC 27705 Nancy P. Giddens 1133 E. Washington St. Boise, ID 83712 William F. Pounds 83 Cambridge Parkway W1205 Cambridge, MA 02142 Schedule "J" Relationship Grandson Granddaughter Granddaughter Granddaughter Grandson Daughter Daughter Son Share 6% 6% 6% 6% 6% 1/3 residue 1/3 residue 1/3 residue Account Holdings As Of FiltcnnlBy: Account = 307150{}0: Pounds, Helen F. IMA Sorted by: Account Number Da{c Run: 04116/2003 Ac~onni Name: Pounds, Helen F. IMA Shnre~ As~'t Deseripfion Cssb F.~. ivalent & ~b T~ ~~ Of De~ - ~&M 20,~ C/D ~ ~t 30.~ c/o ~&K ~ 25,~ c/o ~ ~t C~, Of ~ii - ~ Bank ~ cio ~ ~in ~ C/D Real 26~ C/D Orrst~ B~ ~ t0~ C/D Orrst~ ~a~ O ~ ~.~ C/D ~r~dlan ~tl ~ ~ C/D ~Nitt Bank & ~b T~ ~ ..... B~d M~al F~ - NonTnxnble ~ 16,2~.0~ ~m PA T~ ~C ~nc~ E~nd A ~ Sub Total o U~t Tr~s ~enm~ia) ~ ~0 ~een ~ ~-~t Unit ~uat 53 A~ Of: 04/10/2003 Prices As Of: 04/11/2{N)3 945.14 Time Printed: 1:35:32 PM Aezonnt N~mber 3071S000 Markei Unr Gain Loss Est Ann Ine ¥idd 945.14 O.00 992 1.05% 94,5.14 ].900% §2/27/04 ~" 3.~0o~ o~/o~/o~ z.30ot ~sto~/o~ 20,000 aO,O00.OD 2.5,000.00 2O,OOO.OO 10,000.00 946.14 0.00 20.(R~.00 0J~0 510.00 30,,gO0.O0 0J~ 51rD.O0 2-~ 25,009,00 0.00 4T5.~0 10.000.00 0.00 130.OO 1.36,% 2.050% 01/03/04 4.600~ i.65ot o3/26/o~ ~.600% 165,000.00 IO$AO0.~O 0.00 2,045.0; 2.SZ% 2~.000.00 0.00 687,50 30.000.00 0.00 915.60 3.05% 20.000.00 {).00 440.00 2.20% 25.000.00 0.00 51Z50 2.05% 'JO,O00.00 O.OO 480.00 4 20,000,00 O.{X} 330.00 %65% 15~0.00 O.GE 4,44.,'5.~0~ 2.76% 146,972,41 146,972.41 6~46.76 144],972A1 146,972.41 6,94~76 4.73% t3,7~6.40 13.786.40 728.16 5.2~% ~ f o~r2 Account Holdings As Of Filtered Fly: Account = 30715000: Pounds, Helen F. LMA Sorted by: Account Number Daic Ran: 04/16/2003 Aeemmi ]Name:. Ponnds, Hele~ F. IMA S'hm'e~ Asset Dt, serlption Su~ T~ ~ ~ C~ ~ew ~ast ~ N~ C1 A Delphi ~ve ~ Co~* ~l~t~ni~ Data 9yst~ ~. ~E~ Co~ ~zal ~cor e Lucent T~nol~ies ~t~ Oil Verb=on ~[cations ~ui~ Mutual 4.7~J~ ~t~ ~ty In,me ~n~ ~b Tot~ Gra~d T~ As Of: %4IlO/'iOIk~t Cost Prices As Of: 04/II/Z0~ Marke~ Time Printed: 1:35:32 PM Ac¢om~t Nml~r Unr Gain Lo~ Ut Ann Inc Yield 2.515.~ 2.5t5.80 $ O,O0 16.3e2.Z0 16.a0220 INB.'/6 From. em aad M~w/~ts T~# Page 2 of 2 BUREAU OF ZNDZVZDUAL TAXES TNHERTTANCE TAX DTVZSZON DEPT. 280601 HARRISBURG, PA 17128-0601 FRANCES H DEL DUCA ESQ 10 W HIGH ST CARLISLE PA 17015 CONNONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOT/CE OF ZNHER/TANCE TAX APPRA/SENENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-l$47 EX AFP (01-OS) BATE 11-17-2005 ESTATE OF POUNDS DATE OF DEATH 04-10-2005 *FILE NUHBER 21 05-05:38 -COUNTY CUHBERLAND ACN 101 I Amount Remitted HELEN HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:3 F CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF POUNDS HELEN F FILE NO. 21 0:3-0:3:38 ACN 101 DATE 11-17-2005 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNZNG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: 1 2 3 $ 6 7 8. ORIGINAL RETURN Real Estate (Schedule A) (1) Stocks and Bonds (Schedule B) (2) Closely Held Stock/PartnershAp Interest (Schedule C) (3) Nortgages/Notas ReceAvable (Schedule D) (4) Cash/Bank DeposAts/NAsc. Personal Property (Schedule E) ($) JoAntly Offned Property (Schedule F) (6) Transfers (Schedule G) (7) Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Cos4:s/NAsc. Expanses (Schedule H) 10. Dabts/Nortgage Liabilities/Liens {Schedule T) 11. Total Deductions 12. Net Value of Tax Return (9) (10) Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Estate Subject to Tax 715/996.91 .00 282~44q.16 .00 .00 NOTE: To Ansure proper credAt to your account, submAt the upper portAon .00 of thAs form with your tax payment. .0O (8) :30,105.1q .0O NOTE: 998,441.07 (11) :31}.10;.14 (la) 968, :3:35.9:3 (15) . O0 (l~.) 968, $:35.9:3 If an assess.ant Nas issued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. 18 and 19 will ZF PAID AFTER DATE IND/CATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDZT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 43,575.12.00.00.00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT ZS REQUIRED. ASSESSHENT OF TAX: 15. Amount of LAne 14 at Spousal rate 16. Amount of Line 14 taxable at LAneal/Class A rate 17. Aeount of LAne 14 at SAblAng rata 18. Amount of LAne 14 taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYMENT : RECE~PI' DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) 06-19-200:3 CD002709 2,172.45 10-0:3-200:3 CD00:308:3 .00 IF TOTAL DUE IS REFLECTED AS A "CRED/T" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) 41,276.50 126.17 ANOUNT PAID (15) .00 X O0 = .00 (16) 968,$:35.95 X 045 = 45,575.12 (17) , O0 x 12 = . O0 (18) .00 x 15 = .00 (19)= 43,575.12 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ZSTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on ar before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or far years, the Coaaonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (coLlateral) rate on any such futura interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NXLLS, 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-1515). Applications ars available at the Office of tho Register of Hills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour ansaering service for fores ordering: 1-800-362-2050; services for taxpayers aith special hearing and / or speaking needs: 1-800-447-3020 (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 sheen on this Notice must object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1011, 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 ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. See page 5 of the booklet '*Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively carrectable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is aXXoaed. The 151 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 nat[ce. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1981 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 1982 wiX1 bear interest at a rate ahich will vary from calendar year to calendar year with that rate announced by tho PA Department of Revenue. The applicable interest rates for 1981 through 2003 ars: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 201 .0005~8 1987 91 .0002~7 1999 71 .000192 1983 161 .OOOq58 1988-1991 111 .000501 ZOO0 81 .000119 1984 llZ .000501 1991 91 .000247 2001 91 .000247 1985 132 .000556 1995-199~ 72 .000192 2002 62 .000164 1986 101 .000274 1995-1998 91 .0002~7 2003 51 .000157 --Xnterest is calculated as follows: INTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill 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. FIRST AND FINAL ACCOUNT OF WILLIAM F. POUNDS, EXECUTOR OF THE ESTATE OF HELEN F. POUNDS, LATE OF NEWVILLE CUMBERLAND COUNTY, PENNSYLVANIA ESTATE NO. 21-03-0338 Date of Death - April 10, 2003 The Evening Sentinel - May 3, 10, 17, 2003 Cumberland Law Journal - May 9, 16, 23, 2003 SUMMARY Receipts Total Principal - Personal Property Income Expenses 998,441.00 67,307.00 1,065,748.00 74,673.00 Balance for Disbursement $ 991,076.00 ESTATE OF HELEN F. POUNDS 21-03-0338 Statement of Assets and Expenses ASSETS: Refunds TCM Farmers & Merchants The Sentinel Presbyterian Homes 111.16 76.24 1,365.00 Furniture 100.00 Dreyfus Treasury Cash Management Fund 945.14 Certificates of Deposit- F & M Trust 001 2969626 $10,000 001 2976602 $25,000 022 2975178 $30,000 022 2975180 $20,000 022 2975196 $20,000 Checking Accounts - F & M Trust 32 99902 $9,364.25 70 64527 $5,002.28 Certificates of Deposit FNB Baldwin Co. Merrick Bank Beal Bank Orrstown Bank #5090067613 $10,000 Orrstown Bank #5090061844 $25,000 Providian National Bank DeWitt Bank & Trust Bond Mutual Funds 16,258.01 Putnum PA Tax Exempt Income Fund A l~nit Trusts (Pennsylvania) 280 Nuveen PA Tax Exempt Unit Trust 53 10 Van Kampen Merritt PA lm-lt Ser 118 10,003.56 25,055.95 30,011.91 20,009.04 20,03O.73 9,365.33 5,002.46 25,058.39 30,114.00 20,000.00 10,053.92 25,009.83 20,039.78 30,091.72 146,972.41 13,786.40 2,515.80 C >mmon Stock 95 AT&T Corp Com New 153 AT &T Wireless Svcs. Inc. 34 Avaya Inc. 154 Comcast Corp New CIA 97 Delphi Automotive Sys Corp. 24 Electronic Data Systems Corp. 12,432 Exxon Mobil Corp. 1,334.75 989.91 76.84 4,412.10 711.01 398.16 426,790.56 Equity 140 General Motors Corp. 18 General Motors Corp. H 412 Lucent Technologies, Inc. 188 Marathon Oil Corp. 1,474 Verizon Communications Com Mutual Funds 4,796.78 Putnum Equity Income Fund A Interest Income Interest Tax-exempt income Dividends Gain on sales of assets Less: accrued interest 3,918.00 4,384.00 8,394.00 51,090.00 -479.00 EXPENSES: 4,878.20 189.36 626.24 4,331.52 50,086.52 57,897.13 67,307.00 991,076.00 Egger Funeral Home Frances H. Del Duca - Attorney fee Probate fees Tax Preparer's fee (estimate) Presbyterian Homes Formprest Sentinel Cumberland Law Journal Frances Del Duca - UPS reimbursement PSERS reimbursement Bank checks Cumberland Valley EMS PA Inheritance tax Fiduciary fees Reserve 1,599.50 25,000.00 502.00 600.00 1,110.45 10.74 78.17 75.00 12.50 642.37 16.75 57.66 41,403.00 3,165.00 400.00 74,673.00 STATE OF PENNSYLVANIA" COUNTY OF CUMBERLAND " SS WILLIAM F. POUNDS, Executors of the Estate of Helen F. Pounds, being duly sworn according to law, depose and say that the facts set forth in the fore~ statement are true and correct. [tX~,~ _Ox_ T William F. Pounds SWORN and subscribed before me this/373'~day of ~. 2003. No~a~ry'Pub-lic ~' ' ~n~-x'd~~~'n~~~ CUMBERLAND COUNTY, PENNA. ORPHANS COURT DIVISION NO. 21-03-0338 ESTATE OF HELEN F. POUNDS FIRST & FINAL ACCOUNT FRANCES H. DEL DUCA ATTORNEY AT LAW TEN WEST HIGH STREET CAR/IS LE~ PENNSYLVANIA 17013 absolutely and distribution d~,' .., in accordance with proposed ula of dtatrlbutlon h~ewlth. By the IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION ESTATE OF HELEN F. POUNDS WILLIAM F. POUNDS, EXECUTOR ESTATE NO. 21-03-0338 STATEMENT OF PROPOSED DISTRIBUTION Balance for distribution as shown on First and Final Account of William F. Pounds Distribution to Beneficiaries: Thirty percent of gross to Grandchildren - Gross at Date of Death 998,441.00 Thomas M. Pounds Julia P. Midge Claire E. Lowrie Amy L. Taivalkoski Theodore W. Lowrie 59,906.47 (Pa~ial$45,000-Balance $14,906.47) 59,906.47 ....... ' 59,906.47 " " " " 59,906.47 " " " " 59,906.47 " " " " 299,532.33 Residue and income to Children Lois P. Oliver Nancy P. Giddens William F. Pounds 230,514.55 230,514.55 230,514.55 (Partial $175,000-Balance $55,514.55) 691,543.65 991,075.98 STATE OF PENNSYLVANIA " COUNTY OF CUMBERLAND" SS WILLIAM F. POUNDS, Executors of the Estate of Helen F. Pounds, being duly sworn according to law, depose and say that the facts set forth in the foregOing statement are true and correct. William F. Pounds SWORN and subscribed before me this/?,g~ day of fi~_. 2003. N -- P ' ' ~tary ubli~ l ESTATE OF HELEN F. Pounds STATEMENT OF PROPOSED DISTRIBUTION FRANCES H. DEL Duca ATTORNEY AT LAW TEN WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 absolutely ~,nd distribution decreed in accordance with proposed sched- ule of d.ist;tbutlon herewith. By the U Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2005 DEL DUCA FRANCES H 10 W HIGH STREET CARLISLE, PA 17013 RE: Estate of POUNDS HELEN F File Number: 2003-00338 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 RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on 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: 4/10/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~A~~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge J Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Helen F. POunds Date of Death: April 10, 2003 Estate No.: 2003-00338 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 ~ No 0 f" 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 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~epresentative state an account informally to the parties in interest? Y es ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~~1/_d~,d/2h2J .- ~e.,4 . a Date: .}!f1/lc<' C:J Frances H. Del Duca Name 10 W. High st., Carlisle, PA Address 717-249-1323 Telephone No. ~ Capacity: 0 Personal Representative J8l Counsel for personal representative