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DECEDENT'S ESTATE `~' --~ = - -.-. ~'
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COURT OF COMMON PLEAS OF t_ ;__ ~_~ ~. -
cLTMRFRL.AND COUNTY, PENNSYLVANIA ~' ` =' '
ORPHANS' COURT DIVISION T; = + ~. ~ - - ~~'~'
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ESTATE OF JAMES D. WOOD ,DECEASED
No. 21-10-0718
PETITION FORADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Marlin R._ McCaleb, Esq.
Supreme Court I.D. No.: n6~5~
Name of Law Firm: Law Offices -Marlin R. McCaleb
Address: 219 E. Main Street, P.O. Box 230, Mechanicsburg, PA 17055-0230
Telephone: (Zip) ~,g1_7~70
Fax: (71?) 691-7772
Form OC-01 rev. 10.13.06 Page 1 of 10
Estate of TAMES n_ wc~~n ,Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Rick Boldosser
Address: 912 DerbvsbirP AyP_
Mechanicsburg, PA 17055
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
None
Is this the first accounting by this fiduciary? ..................... ~ Yes ~ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on June 30, 2010
Letters Testamentary or Q Letters of Administration were granted to Petitioner(s) on
July 16, 2010
Date of Will (f applicable): November 12, 2001
Date(s) of Codicil(s) (f applicable):~~A
Date of probate (f different from date Letters granted): July 16, 2010
Was a bond required? [JYes ~ No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... ~ Yes ~ No
Dates of advertising of the grant of Letters: CW; July 30, August 6, 13, 2010;
P-N: August 6. 13. 20, 2010.
Form OC-0! rev. 10.!3.06 Page 2 of 10
Estate of JAMES D. WOOD
Deceased
3. Was decedent survived by a spouse? ............................. 0 Yes ~ No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? .. N~A ....... ~ Yes No
(See Section 2201 et sue. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
None
6. Did decedent marry after execution of Will or Codicil(s)? ........... Yes ~ No
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................... ~ Yes ~ No
If yes, give names and dates of birth:
Name: Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412, was a request for a statement of claim sent to
the Department of Public Welfare? ... NSA ....................... Yes ] No
Form OC-0l rev. 10.13.06 Page 3 of 10
Estate of JAMES D. WOOD ,Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) haslhave notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Form OG01 rev. lp.l3.D6 Page 4 of 10
Estate of JAME5 D. WOOD
Deceased
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth., the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
N/A
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
N/A
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Joan Davis Wood died on July 8, 2011
For,,, oc-ol rev. 10.13.06 Page 5 of 10
Estate of JAMES D. WOOD ,Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount ofClaim Claim Witl Ctaim
Admitted? Be Paid 7n
Full?
Yes Yes
None ~No ~ No
Yes Yes
~No No
DYes ^ Yes
~No ~ No
^Yes Q Yes
~No ~ No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? ................................ Yes ~No
Was family exemption allowed? ..... NSA ...................... . Yes ~No
Family exemption claimant's name and relationship:
Name: Relationship:
Form OC-01 rev. 10.13.06 Page 6 of 10
Estate of JAMES D. Wc~[~n ,Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows:
Date Payment Interest
September 24,2010 $ 2,500.00
March 25. 2011 _$ 7,887.72
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? ................... ~ Yes ~ No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. ~ Yes 0 No
15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation. N/A
Farm oc-of rev. ~0.~3.06 Page 7 of 10
Estate of JAMES D. WOOD ,Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes ( No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
N/A
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. Yes ~ No
18. If a reserve is requested, state amount and purpose.
Amount: $ 300.00
Purpose: Filing Account, Mailing Notices, Other Final Expenses
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? .. N/~ .................................. Yes ~No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? ......................... . Yes ~ No
As to real estate only? ........................................ Wes ~ No
Form 0001 rev. 10./3.06 Page 8 of 10
Estate of JAME5 D. WOOD
Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) Amount/Proportion
_ ~10II -
B. Principal:
Proposed Distributee(s)
See attached Schedule B
Amount/Proportion
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
Name of Petitioner: Rick Boldo~ser
Name of Petitioner:
Form oc-oi rev. 10.13.06 Page 9 of 10
Estate of JAMES D. WOOD
Verification of Petitioner
(Verification must be by at least one petitioner.)
Deceased
The undersigned hereby verifies * feet-~r~----
- a ~ n that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 1 S Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
Signature of Petitioner lick Boldosser
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
i
Signature of Counsel for Petitioner
Marlin R McCaleb, Esq.
Form OG01 rev. 10.13.06 Page 10 of 10
4 ~ ~!
LAST WILL AND TESTAMENT
OF
JAMES D. WOOD
I, James D. Wood, of Camp Hill, Pennsylvania, revoke my former Wills and Codicils and
declare this to be my Last Will and Testament.
ARTICLE I
PAYMENT OF DEBTS AND EXPENSES
I direct that my just debts, funeral expenses and expenses of last illness be first paid from
my estate.
ARTICLE II
DISPOSITION OF PROPERTY
A. Specific Bequests I direct that the following specific bequests be made from my
estate.
1. All my non-fiction books on military history and military simulations shall be
offered for distribution to the US Army War College, Carlisle. Any remaining
materials shall be distributed to Rick Boldosser. If this beneficiary does not survive
me, this bequest shall be distributed with my residuary estate.
2. All my religious books, videos and property shall be offered first for distribution to
Judith Solensky. Any remaining materials shall then be offered for distribution to Mr.
Rick Boldosser. Any remaining materials after this shall be offered to St. Theresa of
the Infant Jesus Church, New Cumberland, PA. Any remaining materials shall be
distribute to Rick Boldosser. If this beneficiary does not survive me, this bequest shall
be distributed with my residuary estate.
3. My remaining tangible personal property shall be distributed to Rick Boldosser. If
this beneficiary does not survive me, this bequest shall be distributed with my
residuary estate.
B. Residuary Estate. I direct that my residuary estate be distributed to the following
beneficiaries in the percentages as shown:
50.00% to Food for the Poor, INC., 550 SW 12th Ave, Deerfield Beach, Florida. If
this person does not survive me, this share shall be distributed proportionately to the
other distributee(s) listed under this provision.
1 of 6
y
20.00% to Mrs. Joan Davis Wood, 2507 38th Street, Lubbock, TX. If this person
does not survive me, this share shall be distributed proportionately to the other
distributee(s) listed under this provision.
10.00% to Judith Solensky, 81 West Vine Street, Shiremanstown, PA. If this person
does not survive me, this share shall be distributed proportionately to the other
distributee(s) listed under this provision.
10.00% to St. Theresa of the Infant Jesus Church, 1300 Bridge Street, New
Cumberland, PA. If this person does not survive me, this share shall be distributed
proportionately to the other distributee(s) listed under this provision.
5.00% to Mr. and Mrs. Rick Boldosser, PO Box 242, Loysville, PA. If this person
does not survive me, this share shall be distributed proportionately to the other
distributee(s) listed under this provision.
5.00% to Mr. Michael Ortega, 123 Mossy Dale Lane, Albany, GA. If this person
does not survive me, this share shall be distributed proportionately to the other
distributee(s) listed under this provision.
100.00 -Percent Total
ARTICLE III
NOlVIINATION OF EXECUTOR
I nominate Rick Boldosser, of PO Box 242, Loysville, PA, as the Executor, without bond
or security. If such person or entity does not serve for any reason, I nominate Mrs. Edyth
Moran, 1075 Lancaster Blvd, #5, of Mechanicsburg, PA, to be the Executor, without
bond or security.
ARTICLE IV
EXECUTOR POWERS
My Executor, in addition to other powers and authority granted by law or necessary or
appropriate for proper administration, shall have the right and power to lease, sell,
mortgage, or otherwise encumber any real or personal property that maybe included in
my estate, without order of court and without notice to anyone.
My Executor shall have the right to administer my estate using "informal",
"unsupervised", or "independent" probate or equivalent legislation designed to operate
without unnecessary intervention by the probate court.
2 of 6
~'
ARTICLE V
MISCELLANEOUS PROVISIONS
A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are
inserted for reference purposes only and are not to be considered as forming a part of this
Will in interpreting its provisions. All words used in this Will in any gender shall extend
to and include all genders, and any singular words shall include the plural expression, and
vice versa, when the context or facts so require, and any pronouns shall be taken to refer
to the person or persons intended regardless of gender or number.
B. Thirty Day Survival Requirement. For the purposes of determining the appropriate
distributions under this Will; no person or organization shall be deemed to have survived
me unless such person or entity is also surviving on the thirtieth day after the date of my
death.
C. Liability ofFiduciar~ No fiduciary who is a natural person shall, in the absence of
fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate, and
my estate shall indemnify such natural person from any and all claims or expenses in
connection with or arising out of that fiduciary's good faith actions or nonactions as the
fiduciary, except for such actions or nonactions which constitute fraudulent conduct or
bad faith.
D. No S use. I am not currently married to anyone.
E. No Children. I do not have any children at the time of the signing of this Will.
F. Beneficiary_Dis~utes. ff any bequest requires that the bequest be distributed between
or among two or more beneficiaries, the specific items of property comprising the
respective shares shall be determined by such beneficiaries if they can agree, and if not,
by my Executor.
IN WITNE S WHEREOF, I have subscribed my name below, this ~=,~a day of
Testator Signature:
es D. Wood
We, the undersigned, hereby certify that the above instrument, which consists of
pages, including the pages} which contain the witness signatures, was signed in our sight
and presence by James D. Wood (the "Testator"), who declared this instrument to be
his/her Last Will and Testament and we, at the Testator's request and in the Testator's
sight and presence, and in the sight and presence of each other, do hereby subscribe our
3 of 6
names as witnesses on the date shown above.
Witness Signature:
Name:
City:
State:
~19I~lc5f~~~
ICJ
Witness Signature:
Name: ~ .B ~ ~
City: M L'~~4 A/~~~,C~r/P-G
State: ,~f1-
4 of 6
PENNSYLVANIA
Self-Proving Clause
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I, James D. Wood, the Testator 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 inshument as my Last Will; that I signed it willingly and as my
free and voluntary act for the purposes expressed in the instrument.
Swoj}~ to or affirme and ac nowledged before me by James D. Woad, the Testator, this
~:~l~f ~ day of v~fGrn ~.
Testator Si tore ~/r/
mes D. Wood
S' afore of officer
NQTARIAL SEAL PubC~
Official capacity of o cerQamp Hill, Cumberland County
My Comm(sslon Expfrea June 6, 2005
(Seal)
5 of 6
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We and
`- 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 the Testatar sign and execute the instrument as the
Testator's Last Will; that the Testator signed willingly and executed it as the Testator's
free and voluntary act for the purposes expressed in it; that each of us in the hearing and
sight of the Testator signed the Will as a witness; and that to the best of our knowledge
the Testator was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sw to or affirmed and subscribed to before me by
/~ 5 s cc. c, /r-/G•~/~~ and
~..Dyrf/ 13 J~'1~ l~~ ,witnesses, this L2--day of
.(la r/~7~~c~ a/ .
Witness Signature: o'~~~'
Name: ~ SS ~ L~ /~ /t'`G~~~
City: ~G~Y~.t,tGs LI,~C.~
State: ~}-
Witness Signature:
Name: L~ ~ ~ ~ ~ ~ rte- r9- /J
City: 1M [~ ~}f-F3-/V l c~s',8d~
State: ~/~"
Noral~lA~ sEn~.
JAP+IES E. QREEN, Notary Public
Camp liiif, Cumberland County
Seal and
6 of 6
3CH$DULB 9.A
SENIlFICIARIL3
ESTATE OF JAMES D. WOOD
Name and Address Relationship Interest
1. U.S. Army War College Military Specific
Army Heritage and Education Bequest
Center
950 Soldiers Drive
Carlisle, PA 17013
2. Saint Theresa's Church Church Residuary
1300 Bridge Street Bequest
New Cumberland, PA 17070
3. Food For the Poor, Inc. Charity Residuary
6401 Lyons Road Bequest
Coconut Creek, FL 33073
4. Estate of Joan Davis Wood Mother's Estate Residuary
C/O Leslie Ward, Administratrix, C.T.A
P.O. Box 110
Aspermount, TX 79502
5. Judith Solensky Friend Residuary
75 West Vine Street Bequest
Shiremanstown, PA 17011 Specific
Bequest
6. Mr. and Mrs. Rick Boldosser Friends Specific
912 Derbyshire Avenue Bequest
Mechanicsburg, PA 17055 Residuary
Bequest
7. Michael Ortega Friend Residuary
104 Medley Drive Bequest
Leesburg, GA 31763
Bequest
SCHEDULE B
STATEMENT OF PROPOSED DISTRIBUTION BY
RICK BOLDOSSER,
EXECUTOR OF
THE ESTATE OF JAMES D. WOOD,
LATE OF THE TOWNSHIP OF LOWER ALLEN,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
RICK BOLDOSSER, Executor under the Last Will and Testament of James
D. Wood, Deceased, proposes to distribute the balance of said Estate in his
hands, to wit: $31,336.26, in accordance with the terms of said Will, as
follows:
TO: 1. Food For The Poor, Inc,.
residuary gift: $ 15,668.12
2. Estate of Joan Davis Wood,
Deceased, residuary gift: 6,267.25
3. Judith Solensky,
residuary gift: 3,133.62
4. St. Theresa's Church,
residuary gift: 3,133.62
5. Mr. and Mrs. Rick Boldosser,
residuary gift: 1,566.81
6. Michael Ortega,
residuary gift: 1,566.81
TOTAL TO BE DISTRIBUTED: $ 31,336.23
. The Patriot-News Co.
2020 Technology Pkwy
Suite 300
Mechanicsburg, PA 17050
Inquiries - 717-255-8213
MARLIN R. MCCALEB, ESQUIRE
219 EAST MAIN STREET
P.O. BOX 230
MECHANICSBURG PA 17055
c211e ~latriot News
Now you know
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Holly Blain, being duly sworn according to law, deposes and says:
That she is a Staff Accountant of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of
Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News
newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that
The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and
all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/ Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is
interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time,
place and character of publication are true; and
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317.
PUBLICATION COPY This ad # 0002083545 ran on the dates shown below:
August O6, 2010
August 13, 2010
~ ' :`~sx~~~o`R~s`NOticr~ ~, . August 20, 2010
`t 4e~tbn're
'` _ ~ ~tad'af1° ~ -d
Sworn to an b'scn ed before m this d of August, 2010 A.D.
~~ ~.~
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dl ~ ~ ice, ~saulre: a~ ~ i ~ li"~-
ffa~v~c~ ,~da ~ ~,, ' Nota ubl ~'~
~ t~rdc~l~blrrv~_P.nns.tvonts trOSS ,.;
,,_
.... , . _ .~~ COMMONWEALTH OF PENNSYLVANIA
Netsrlal Sai
Sherrie L 1Clsrtar, Notsry t'ubtk
Lower Paxton l~vp., Dauphin County
t"tY Commis6ion fires Nov. 26, 2011 -
Member, Pennsylvania Assoctatlon of Notaries
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Crunberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
vlz:
July 30 Au~lst 6, and August 13, 2010
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
is~ Marie Coyne,
SWOl~NTO AND SUBSCRIBED before me this
13 of August, 2010
Wood, James D., deed. Notary
Late of Lower Allen Township.
Executor: Rick Boldosser, 912
Derbyshire Avenue, Mechanics-
burg, PA 17055.
Attorney: Marlin R. McCaleb, Es-
quire, 219 East Main Street, P.O.
Box 230, Mechanicsburg, PA
17055. NOTARIAL SEAL
DEBORAH A COLLINS
Notary Public
CARLISLE BOROUGH, CUMBERLAND GOUNTY
My Commission Expiros Apr 28, 2014
Y
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
n
ORPHANS' COURT DIVISION ~ n
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N0. 21-10-00718 `'1'-`-~
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ESTATE OF JAMES D. WOOD, DECEASED - _:'i
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ACCOUNT OF
Rick Boldosser, Executor
Date of Death: June 30, 2010
Date of Executor's Appointment: July 16, 2010
Date of First Advertisement of Letters: July 30, 2010
Accounting for the Period: June 30, 2010 to
October 26, 2011
Purpose of Account: Rick Boldosser, Executor,
offers this account to acquaint interested parties with the transactions that
have occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
Marlin R. McCaleb Esq.
Attorney Identification No. 06353
Law Offices-Marlin R. McCaleb
219 East Main Street
Mechanicsburg, PA 17055
717/691-7770
GROSS ESTATE
(Principal Receipts + Income Receipts)
85,599.26
SUMMARY OF ACCOUNT
Estate of James D. Wood, Deceased
For Period of 06/30/2010 through 10/26/2011
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts: Per Inventory Filed 1-3
Subseq Prn Receipts
Net Gain (or Loss) on Sales
or Other Disposition
Page
Current
Value
0.00
0.00
Less Disbursements:
Debts of Decedent 4
Funeral Expenses 5
Administration Expenses 5-7
Federal and State Taxes 7
Fees and Commissions 7
Family Exemption
Balance before Distributions
Distributions to Beneficiaries 8
Principal Balance on Hand g
For Inf ormat i on
Investments Made
Changes in Investment Holdings
INCOME
Receipts: This Account
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
Fiduciary
Acquisition
Value
85,004.26
49.78
0.00
---------------
85,054.04
2,230.12
9,508.94
5,111.55
10,460.97
10,934.00
0.00
--------------- --- 38,245.58
-----
-------
46,808.46
--- 16,017.45
-----
-------
30,791.01
10-11 545.22
0.00
---------------
545.22
0.00
---------------
545.22
0.00
---------------
12 545.22
31,336.23
SCHEDULE A
RECEIPTS OF PRINCIPAL
Fiduciary
Acquisition
Value
CASH:
06/30/10 Cash in Decedent`s possession. 187.00
06/30/10 New Cumberland Federal Credit 5.09
Union, - Account No. 068147,
Sl-Savings; principal balance
as of D.O.D. (including June
dividend):
06/30/10 New Cumberland Federal Credit 48,927.56
Union, - Account No. 068147,
S3-Money Market; principal
balance as of D.O.D.
(including June dividend):
06/30/10 New Cumberland Federal Credit 4,946.19
Union, - Account No. 06817 S4
Checking; principal balance as
of D.O.D. (including June
dividend:
06/30/10 Velocity Credit Union, - 4,738.00
Account ~~170760, principal
balance as of D.O.D.
--- -----------
58,803.84
PERSONAL PROPERTY:
06/30/10 -----------------
2003 Ford F-150 XLT Supercab,
10,325.00
- 4wd, 59409 miles.
06/30/10 Chevron U.S.A., Inc., - claim 265.53
for royalties on mineral
rights.
06/30/10 Citibank Government Card 343.01
Service, - refund of credit
balance.
-1-
r
07/09/10 DAFS, - salary earned before 1,711.29
D.O.D..
07/09/10 DFAS, - salary earned before 500.00
D.O.D..
06/30/10 Household goods, contents, 5,692.25
furniture, furnishings, books
and videos.
06/30/10 Madison Apartment Group, LLP - 152.85
refund of security deposit.
06/30/10 Spirit Physician Services, 15.00
Inc., - refund of overpayment.
04/26/11 U. S. Treasury, - refund of 4,280.93
2010 federal income tax.
06/30/10 USAA Federal Savings Bank, - 6.38
credit card refund ("cash back
rewards").
06/30/10 USAA, - refund of auto and 2,352.24
renters insurance premiums.
06/30/10 Verizon, - refund of deposit 535.58
for equipment.
Ob/30/10 Yoakum County (Texas) Tax 20.36
Assessor, - refund check in
Decedent's possession.
26,200.42
SUBSEQUENT PRINCIPAL RECEIPTS:
-----------------------------
09/10/10 PP&L, - refund of overpayment. 31.77
10/12j10 Verizon, - refund of 18.01
post-death charges.
49.78
-2-
TOTAL RECEIPTS OF PRINCIPAL ............... 85,054.04
-3-
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
SCHEDULE C-1
DEBTS OF DECEDENT
06/30/10 -----------------
Bonnie K. Miller, Treasurer,
93.50
- account payable, 2010
Personal Tax.
06/30/10 Cochran County Tax Office, - 0.92
2008 tax on mineral rights
(Texas).
06/30/10 PA Retina Specialists - 35.00
account payable, medical.
06/30/10 Pennsylvania Department of 6.56
Revenue, - account payable,
2010 Pennsylvania income tax.
06/30/10 PP&L, - account payable, 112.50
electricity.
06/30/10 USAA, - account payable, 1,077.68
credit card charges
(05/24/2010-06/21/2010).
06/30/10 USAA, - account payable, 30.73
credit card charges.
06/30/10 Verizon, - account payable, 164.21
telephone.
07/06/10 Giant Food Stores, - account 95.07
payable, groceries purchased
by charge 06/29/2010.
08/10/10 USAA, - account payable, 613.95
credit card charges
(06/23/2010-06/28/2010).
----
TOTAL DEBTS OF DECEDENT ................... ----------
..........
2,230.12
-4-
SCHEDULE C-2
FUNERAL EXPENSES
08/06/10 ----------------
Malpezzi Funeral Home, -
9,508.94
funeral expense (reimbursed
to Joan Wood).
--
TOTAL FUNERAL EXPENSES .................. ------------
............
SCHEDULE C-3
ADMINISTRATION EXPENSES
07/28/10 -----------------------
Madison at Society Hill, -
1,906.62
August rent, sewer and water.
07/29/10 Rick Boldosser, - 229.50
reimbursement for funds
advanced for probate expenses
($169.50) and death
certificates ($60.00).
07/29/10 Verizon, - utility service, 170.02
telephone.
08/06/10 Madison at Society Hill, - 170.22
utility service, telephone.
08/06/10 Madison at Society Hill, - 196.88
utility service, electricity.
08/06/10 Malpezzi Funeral Home, - 60.00
death certificates.
08/06/10 Marlin R. McCaleb, Esq., - 75.00
reimbursement for costs
advanced to advertise Letters
in Cumberland Law Journal.
08/11/10 Rowe's Auction Service, - 75.00
appraisal of household
contents.
08/30/10 The Patriot-News, - 137.24
advertising Letters.
9,508.94
-5-
09/03/10 Rick Boldosser, - 670.64
reimbursement for cleaning
apartment, packing and moving
household contents.
11/24/10 Cochran County Tax Office, - 0.58
2010 tax on mineral rights
(Texas).
02/03/11 Rick Boldosser, - 20.04
reimbursement for postage in
mailing personal items to
decedent's mother, Joan Wood.
03/21/11 Register of Wills, - 120.00
Additional Probate Fee.
03/21/11 Register of Wills, - filing 30.00
Inventory and Appraisement.
08/26/11 Western Abstract Company, - 125.00
title search re: mineral
rights in Cochran County, TX.
09/13/11 Void check ~~1169 0.00
09/13/11 W. Glenn Shedd, - review land 712.75
records of Stonewall County,
TX.
09/13/11 Yoakum County Abstract Co., - 112.06
review land records of Yoakum
County,. TX.
10/26/11 Register of Wills, - reserve 300.00
for filing First and Final
Account, Releases, etc..
-----
TOTAL ADMINISTRATION EXPENSES .............. ---------
......... 5,111.55
-6-
SCHEDULE C-4
FEDERAL AND STATE TAXES
09/22/10 Register of Wills, Agent, - 2,500.00
payment on account of
Pennsylvania Inheritance Tax.
03/10/11 Pennsylvania Department of 8.62
Revenue, - 2010 fiduciary
income tax.
03/21/11 Register of Wills, Agent, - 7,887.72
Pennsylvania Inheritance tax.
05/25/11 Yoakum County (TX), - 2010 39.19
tax on mineral rights.
08/02/11 Aspermont Independent School 12.05
District, - 2008 tax.
08/02/11 Stonewall County, - 2008 tax. 13.39
-
TOTAL FEDERAL AND STATE TAXES .......... -------------
............. 10,460.97
SCHEDULE C-5
FEES AND COMMISSIONS
10/26/11 --------------------
Rick Boldosser, - Executor's
4,230.00
commission.
03/21/11 Marlin R. McCaleb, Esq., - 3,654.00
payment on account of
attorney's fee.
10/26/11 Marlin R. McCaleb, Esq., - 3,050.00
balance of attorney's fees.
-
TOTAL FEES AND COMMISSIONS ............. -------------
............. 10,934.00
TOTAL DISBURSEMENTS OF PRINCIPAL...... .. --------------
............. 38,245.58
-7-
SCHEDULE D
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
2003 Ford F-150 XLT Supercab,
-----------------------------
07/19/10 2003 Ford F-150 XLT Supercab,
- distributed to Rick
Boldosser, in kind, per
Article II.A.3 of Will.
Judith Solensky,
----------------
08/20/10
Rick Boldosser,
---------------
08/20/10
Judith Solensky, -
distribution of religious
books, videos, etc., in kind,
per Article II.A.2 of Will.
Rick Boldosser, - distribution
of household contents,
furniture and furnishings, in
kind, per Article II.A.3 of
Will.
10,325.00
45.00
3,695.00
U. S. Army War College,
11/10/10 U. S. Army War College, - 950
Soldiers Drive, Carlisle, PA
17013; charitable bequest per
Article II.A.I of Will.
1,952.45
--------------
TOTAL DISTRIBUTIONS TO BENEFICIARIES...... 16,017.45
-8-
PRINCIPAL BALANCE ON HAND
~~ Units Description
PNC Bank
Current Value Fiduciary
Acquisition
or as Noted Value
30,791.21 30,791.21
--------------- ---------------
30,791.21 30,791.21
-9-
SCHEDULE G
RECEIPTS OF INCOME
SCHEDULE G-1
DIVIDENDS
Velocity Credit Union,
----------------------
07/01/10
TOTAL DIVIDEND INCOME ....................
SCHEDULE G-2
INTEREST
PNC Bank,
08/26/10 3.23
09/27/10 2.03
10/26/10 1.73
11/24/10 1.78
12/28/10 2.16
01/27/11 1.92
02/24/11 1.80
03/24/11 1.79
04/26/11 1.b5
05/25/11 1.57
06/24/11 1.64
07/27/11 1.80
08/24/11 1.26
09/27/11 0.60
--------------
5.84
--------------
5.84
24.96
--------------
TOTAL INTEREST INCOME ..................... 24.96
-10-
SCHEDULE G-3
OTHER INCOME
Chevron U.S.A., Inc.,
11/04/10
02/04/11
04/28/11
06/28/11
08/03/11
Karper Oil & Gas Corp.,
-----------------------
01/05/11
4.37
145.59
146.80
105.10
49.18
--------------
451.04
63.38
--------------
TOTAL OTHER INCOME ........................ 514.42
TOTAL RECEIPTS OF INCOME .................. 545.22
-11-
INCOME BALANCE ON HAND
~~ Units Description
PNC Bank
Current Value
or as Noted
545.22
Fiduciary
Acquisition
Value
545.22
--------------- ---------------
545.22 545.22
-12-
STATEMENT OF PROPOSED DISTRIBUTION BY
RICK BOLDOSSER,
EXECUTOR OF
THE ESTATE OF JAMES D. WOOD,
LATE OF THE TOWNSHIP OF LOWER ALLEN,
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
RICK BOLDOSSER, Executor under the Last Will and Testament of James
D. wood, Deceased, proposes to distribute the balance of said Estate in his
hands, to wit: $31,336.26, in accordance with the terms of said Will, as
follows:
TO: 1. Food For The Poor, Inc,.
residuary gift: $ 15,668.12
2. Estate of Joan Davis Wood,
Deceased, residuary gift: 6,267.25
3. Judith Solensky,
residuary gift: 3,133.62
4. St. Theresa's Church,
residuary gift: 3,133.62
5. Mr. and Mrs. Rick Bol dosser,
residuary gift: 1,566.81
6. Michael Ortega,
residuary gift: 1,566.81
TOTAL TO BE DISTRIBUTED: $ 31,336.23
AFFIDAVIT
RICK BOLDOSSER, hereby certify and say: that I am the Executor for
the Estate of James D. Wood, Deceased; and that the facts set forth in the
foregoing Statement of Proposed Distribution are true and correct to the
best of my knowledge, information and belief.
I understand that false statements herein are made subject to the
penalties of 18 Pa.C.S., Section 4904, relating to unsworn falsification to
authorities. ~/
Date: November 22 ~ 2011 ~`~ ~;(J: ,J
Rick Boldosser, Executor
-13-
AFFIDAVIT
Rick Boldosser hereby certifies and says: that I am the Executor
of the Estate of James D. Wood, Deceased; that I am the Accountant herein;
that I have fully and faithfully discharged the duties of my office; that the
foregoing accounting is true, correct and complete; that the attached list or
schedule (*) contains the names, addresses and amounts due unpaid creditors
having given notice of their claims; that the attached list or schedule (**)
contains the names and addresses of all persons interested in the distribution
of the said Estate; that there are no unpaid claimants or persons interested
in the distribution of the Estate who have given notice to the Executor and
who are not listed herein; and that the facts set forth in the foregoing
Account are true and correct to the best of my knowledge, information and
belief.
I understand that false statements herein are made subject to the
penalties of 18 Pa.C.S., Section 4904, relating to unsworn falsification to
authorities.
I request that distribution be ordered by the Court in accordance with
the Statement of Proposed Distribution herein.
Date: November 22 2011 ,~~ ~-.~~
Rick Boldosser, Executor
UNPAID CREDITORS
None
** PERSONS INTERESTED IN ESTATE:
Food For the Poor, Inc.
ATTN: Nan Levy
Planned Giving
6401 Lyons Road
Coconut Creek, FL 33073
Saint Theresa's Church
1300 Bridge Street
New Cumberland, PA 17070
U.S. Army War College
Army Heritage and Education Center
950 Soldiers Drive
Carlisle, PA 17013
Mr. and Mrs. Rick Boldosser
912 Derbyshire Avenue
Mechanicsburg, PA 17055
Judith Solensky
75 West Vine Street
Shiremanstown, PA 17011
-14-
Estate of Joan Davis Wood
C/O Leslie Ward, Administratrix, C.T.A
P.O. Box 110
Aspermount, TX 79502
Michael Ortega
104 Medley Drive
Leesburg, GA 31763
-15-