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HomeMy WebLinkAbout03-0878 2004 3-Sep 2005 7-Feb CD # 31003911160172 (Principal) Accrued Interest to date of death Statement Savings 15004200045109 Accrued Interest to date of death Proceeds as residuary beneficiary of Emily A. Child Trust P A Income Tax Refund TOT AL PRINCIPAL RECEIVED CAPITAL GAINS (LOSSES) Accountant charges herself or claims credit for the following caital gains (losses): Date 2003 2004 26- Mar 26-Mar 3-Sep 2005 22- Feb 30-Mar II-Jul Legg Mason: Sale of 3 shares At&T Corp. @ $19.76 Total Received: $59.27 net of commissions (none) Legg Mason: Sale of 10 shares SBC Communications @ $25.06 Total Received: $250.59 net of commissions (none) Sale of one share of ATT common stock @ $14.08 Total Received: $14.08 net of commissions (none) Proceeds of Sale - 18 Shares SBC Common Stock @ $24.498 Total Received: $429.16 net of commissions ($11.80) Proceeds of Sale - 4 Shares Agere Systems, Inc. @ $1.2462 Total Received: $0.00 net of commissions ($4.98) Proceeds of Sale - 16 Shares Lucent Technologies @ $2.50 Total Received: $25.00 net of commissions ($15.00) Page 2 12,948.32 21.41 15,377.14 12.05 5,431.59 215.00 101,045.04 (1.21) 23.09 (6.08) 19.66 (13.00) (11.80) 20-Dec Proceeds of Sale - 7 Shares Comcast @ $34.1964 Total Received: $230.62 net of commissions ($8.75) TOTAL CAPITAL GAINS (LOSSES) INCOME RECEIVED Accountant charges herself with the following income amounts received: Date 2003 13-Nov 25-Nov 25-Nov 25-Nov 24- Dec 2004 23-J an 9-Feb 24-Feb 24-Mar 1-Apr 23-Apr SBC Dividend #21048-02868 SBC Dividend #21048-01992 ATT Dividend #42924-0794 Interest from date of death to close: Wachovia Bank CD #24712050910565 Fleet Bank, Trustee under the Marjorie E. Wood Trust for Marie J. Wood. (See funds returned March 19,2004) Additional Interest, Statement Savings 15004200045109 (See Principal entry this date for M&T Bank.) Interest on Estate Checking Account Interest on Estate Checking Account SBC Dividend #21048-02868 SBC Dividend #21048-01992 A TT Dividend #42924-0794 Interest on Estate Checking Account Interest on Estate Checking Account Chapel Pointe at Carlisle (Supplemental Insurance payments) Interest on Estate Checking Account Page 3 6.76 17.42 3.06 7.65 0.95 80.07 808.95 32.32 34.72 19.00 2.50 6.25 0.95 20.16 18.28 262.92 11.96 10- May SBC Dividend #21048-02868 2.50 SBC Dividend #21048-01992 3.13 A IT Dividend #42924-0794 0.24 24-May Interest on Estate Checking Account 6.67 24-Jun Interest on Estate Checking Account 6.66 23-Jul Interest on Estate Checking Account 5.10 17-Aug SBC Dividend #21048-02868 2.50 SBC Dividend #21048-01992 3.13 A IT Dividend #42924-0794 0.24 24-Aug Interest on Estate Checking Account 4.59 24-Sep Interest on Estate Checking Account 4.66 22-0ct Interest on Estate Checking Account 2.51 24-Nov Interest on Estate Checking Account 1.44 24- Dec Interest on Estate Checking Account 1.31 2005 24-J an Interest on Estate Checking Account 1.35 7 -Feb SBC Dividend #21048-02868 2.50 SBC Dividend #21048-01992 3.13 9-Feb SBC Dividend #21048-02868 2.58 SBC Dividend #21048-01992 3.23 9-Feb Returned Items From Deposit of Dividend Checks: SBC Dividend #21048-01992 (3.13) SBC Dividend #21048-01992 (3.23) 24-Feb Interest on Estate Checking Account 1.37 24-Mar Interest on Estate Checking Account 1.27 22-Apr Interest on Estate Checking Account 1.32 24-May Interest on Estate Checking Account 1.45 24-Jun Interest on Estate Checking Account 1.41 22-Jul Interest on Estate Checking Account 1.27 Page 4 Estate of also known as Social Security No. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and in the last will of the above decedent, dated Dec. 14, 2000 and codicil(s) dated N/A PETITION FOR PROBATE and GRANT OF LETTERS Marie J. Wood No 21-03 -~"~ ~ To: Register of Wills for the County of Cumberland in the 079-09-296~ Commonwealth of Pennsylvania the executrix named (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland with her last family or principal residence at 770 South Hanover Street, Cumberland County County, Pennsylvania, (list street, number and municipality) Decedent, then 97 years of age, died Oct. 7, 2003 at Borough of Carlisle, Cumberland County Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ unestimated $ Total: unestimated WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters thereon. D~. ~/' ~~ Hostetter 5 Alliance Drive, Apt. 304 Carlisle PA 17013 testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed bef_~e me this~O.~f>/ day of ~ b~~~/ Register No. 21-03. ~ ~ Estate of Marie J. Wood , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~~~ 20~____~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated__ Dec. 14, 2000 described therein be admitted to probate and filed of record as the last will of Marie J. Wood and Le{ters Testamentary are hereby granted to Dorothy M. Hostetter FEES Probate, Letters, Etc.$ Short Certificates(1 )$ Renunciation $ $ Total $ Filed ........................................ Stephen D. Tiley #32318 ATTORNEY (Sup. Ct. I,D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw .the testatrix, sign the same and that signed as a witness at the request of testatrix in the presence and (in the presence of each other) (in the presence of the other subscribing witness(es). Sworn to or affirmed and subscribed before me this day of ,2003 Name Address Name DOROTHY M. HOSTETTER,, Address REGISTER OF WILL OF CUMBERLAND COUNTY · OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that she is familiar with the signature of Marie J. Wood testrix of (one of the subscribing witnesses to) the will presented herewith and that she believes the signature on the will is in the handwriting of Marie J. Wood to the best of her knowledge and belief. Sworn to or affirmed and sabscribed before me thi8~// day o~~,-_~/, 2003. Dorothy 1¢I. Hostetter (Name) 5 Alliance Drive, Apt 304, Carlisle, PA (Address) (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS STEPHEN D. T1LEY (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw MARIE J. WOOD, the testatrix, sign the same and that they signed as a witness at the request of testatrix in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Swom to or affirmed and subscribed before _. ~.~'~~ .~ _~ ~ me th~ day of October, 2003. N~ame ' _5 South Hanover Street, Carlisle, PA 17013 .. REGISTER OF WILLS OF CUMBERLAND COUNTY "7 OATH OF NONSUBSCRIBING WITNESS (each) a subsC~er he~-et9, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of (one of the subscribing witnesses to) the will presented herewith and that each believes the signature on the will is in the handwriting of .to the best of our knowledge and beliefl Sworn to or affirmed and subscribed before me this day of Name ,2003. Address Register LAST WILL AND TESTAMENT OF MARIE J. WOOD I, Marie J. Wood, of the Borough of Carlisle, (770 South Hanover Street), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. SECOND I declare that I am unmarried and that I have no children. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to The Alliance Home of Carlisle, PA, Inc., t/a/d/b/a Chapel Pointe at Carlisle, it successors and assigns. FOURTH I hereby nominate, constitute and appoint Dorothy M. Hostetter, of 5 Alliance Drive, Apartment 304, Carlisle, Pennsylvania 17013, as Executrix of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. FIFTH In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in her sole discretion: (a) To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. Last Will and Testament of Marie J. Wood Page 1 (e) To compromise claims without court approval and without the consent of any beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two (2) pages, this 14th day of December, 2000. Marie J. Wood :~~' Signed, sealed, published, and declared by Marie J. Wood, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Last Will and Testament of Marie J. Wood Page 2 LAST WILL AND TESTAMENT OF MARIE J. WOOD FREY & TILEY ATTO RN EYS-AT- LAW 5 South Hanover Street Carlisle, PA 17013 Telephone (717) 243-5838 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. To the Register: MARIE J. WOOD October 7, 2003 Admin. No. 21-03-0878 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: Name The Alliance Home of Carlisle, PA, Inc., Ua/d/b/a/ Chapel Pointe at Carlisle Address 770 S. Hanover St., Carlisle PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6)a) except NO EXCEPTIONS Date: December 2, 2003 Name: Stephen D. Tiley Address: 5 South Hanover Street Capacity:__ Carlisle, Pennsylvania 17013 Personal Representative X Counsel for Personal Representative Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 TILEY STEPHEN D 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of WOOD MARIE J File Number: 2003-00878 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 paptioned 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, w~thin two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administr~tion. This filing is due by: 10/07/2005 Your prompt attention to this matter will be appreciated. Thank You. s/:cerel~, /' #. . /' ~,L~k)J~~ . ,/ GLENDA FARNER STRASEAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge L-~ -"~~~.,,,,,,,,,,,,."--"-,",,~-~-----,,",-~<<-,~~<,<<~,~~,,,",,,,-,,~,,,,,-,-,<--~,----<-....,.".~ m4ft!/,:; f ~€L ~~~~~4-_>~__~_._.dc2Q<3~. Estate N(),:__,,~~.L~~_,&3 -:_{2q,2~-~~-~- 1',,,,,, lj41-"..... the I.,': t.h to 1 " ad~atjOn est.ate is ') personal representative reasonably /#"7'~ 5~ 02LJ.c~ If the ans\ver is No, state 3 , If the answer to j is state accounT &. a b, No, for .state an account 10 1::; c. c, may -be I)ate: accounts may be aUl1ched to report d:z~ ~/)i- / / _~ 4J,7:4; :>lgnatu:re N;:./y'/- ZJ~ 73/r ~.,~_J:;e~b...L!L~;t!.v~;-,~~/ //9-~~J~ ,-:?;- /7.tt?,;3 ___,?/ 7 --:,:;::2;1/ ~~_~~-i:L.",~-,---, if) (0 Clt r- " , ~ r'") (:---" ("'''; L(,... 217 D d t' C Wood, Marie J. 079-09-2967 ece en s omple e ress: STREET ADDRESS 770 South Hanover Street CITY ISTATE /ZIP Carlisle PA 17013 I t Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) o 3. InteresVPenalty if applicable D. Interest E. Penalty Total Credits ( A + 8 + C ) (2) o 4. TotallnteresVPenalty ( 0 + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (3) o 5. (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) 8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT o o o PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . . . . . Yes o o o o o o b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or . 2. d. receive the promise for life of either payments, benefits or care? If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . o DATE ~. ~ ~ .:(cJO.5- , 55 Stephen D. Tiley. Esquire. 5 South Hanover Street, Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin9 spouse is 3% (72 P.S. Section 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. Section 9116 (a)(l.l )(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 naturat parent, an adoptive parent, or a stepparent of the child is 0%[72 P.S. Section 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. Section 9116(1.2) [72 P.S. Section 9116(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 9116(a)(1.3)] .A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 8 STOCKS & BONDS ESTATE OF Marie J. Wood ITEM NUMBER 1. 2. 3. 4. 5. FILE -.uMBER 21-03-0878 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 4 shares ATT common stock @ $20.16 28 shares SBC Communications, Inc., @ $22.75 4 shares Agere Systems, Inc. @ $3.25 16 shares Lucent Technologies @ $2.30 7 shares Comcast Communications stock @ $31.98 DESCRIPTION VALUE AT DATE OF DEATH 81 637 13 37 224 TOTAL (Also enter on line 2 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 992 T: Historical Prices for AT&T CP NEW - Yahoo! Finance 11114/05 4:52 PM X2l1QQl Mv Yahoo! Mail Make Yahoo! your home oaae t~~~~ L___________j t SearCh~ ~~~"r F- -'NAN- CE Sian In Finance Home - Heln ~4.E:L'-"-'.@ New User? Sian Uo ~ Quotes & Info Monday, November 14,2005, 4:56PM ET - U.S. Markets Closed. Dow +0.10% Nasdaq -0.07 % To track stocks & more, Reeister Enter Symbol(s): 1 [I GO~ S b ILk IF' S e.g. YHOO, ^DJI ___----.J ym 0 00 up mance earch AT&T Corp. (T) ~ · . . 1!1 'w.....JNMJ. Free Trades At4:02PMET: 19.91 l' 0.03 (0.15%) : Flat Rate $10.99 : I ; Internet equity tmes . '. '_- i - -k' Now at Ameritrade " - ':,.1 , ' , ,:'!'i.\FIfIIIIIIJI Start now SET DATE RANGE Get Historical Prices for: II G~ ~ ADVERTISEMENT Historical Prices @ Daily o Weekly o Monthly o Dividends Only Start Date: I Oct I tllTI 12001 Eg. Jan 1,2003 End Date: I Oct !...:.J ITI 1200~ I Get prlces~ First I Prey I Next I Last PRICES 7 -Oct-03 20.02 High 20.32 Low Close Volume Adj Close* 18.25 Date Open 20.00 20.30 5,133,800 * Close price adjusted for dividends and splits. First I Prev I Next I Last A Download To Spreadsheet ~ Add to Portfolio '~ Set Alert El Email to a Friend Get Historical Prices for Another Symbol: 1 :1 Go,1 Symbol Lookuo · Stock Screener · Mergers & Acquisitions · Splits http://finance,yahoo,comlqlhp?s=T &a=09&b=7 &c=2003&d=09&e=7 &f=2 003&g=d Page lof2 S8C: Historical Prices for S8C COMMUNICATIONS - Yahoo! Finance 11/14/05 4:54 PM Yahoo! Mv Yahoo! Mail Make Yahoo! your home Dace Search I the lNeb__ _J I SearCh~' ~HOO!~FINANCE ~~:nU~~?Sian Uo Finance Home - !:!.mQ Quotes & Info Monday, November 14, 2005, 4:58PM ET - U.S. Markets Closed. Dow +0.10% Nasdaq -0.07% To track stocks & more, Re~ister . ...-_1 GOf Symbol Lookup I Finance Search Enter SymbO!(s): L e.g. YHOO, , OJ! SBC Communications Inc. (SBC) '~: ~~ :~---l::,~:_' '~~~;:~ t (";-- ,'!fJRIItIIq ~ ~., I!I w..........w. Free Trades i uno : '3 S FREE TRADES ,'.. : !. +$100 CASH -A:! Now at Ameritrade At 4:01PM ET: 23.95 0.00 (0.00%) Start now SET DAlE RANGE Get Historical Prices for: 1.11 Gg ~ ADVERTISEMENT Historical Prices Start Date: I Oct !~J [J 1200; Eg. Ian 1,2003 End Date: I Oct i .-~1 [J 1200: @ Daily o Weekly o Monthly o Dividends Only r Get prices~ First I Pre\! I Next I Last PRICES Date Open High Low Close Volume Adj Close* 20.34 7 -Oct-03 22.55 22.95 22.55 22.91 8,378,100 * Close price adjusted for dividends and splits. First I Prev I Next I Last fl1 Download To Spreadsheet @ Add to Portfolio 'Ct Set Alert B Email to a Friend Get Historical Prices for Another Symbol: L_"IGoj Svmbol Lookup · Stock Screener · Splits · Mergers & Acquisitions hllp:/ltinance.yahoo.com/q/hp?s=S8C&a=09&b=7&c=2003&d=09&e=7&f=2003&g=d Page 1 of2 AGR: Historical Prices for AGERE SYSTEMS INC. - Yahoo! Finance 11114/05 4:55 PM Yahoo! 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First I Prey I Next I Last A Download To Spreadsheet @ Add to Portfolio '0.' Set Alert a Ernail to a Friend Get Historical Prices for Another Symbol: LI GO' Svmbol Lookup · Stock Screener · Splits · Mergers & Acquisitions hllp://finance.yahoo.comlq/hp?s=AGR&a=09&b=7&c=2003&d=09&e=7 &f=2003&g=d Page I of 2 LU: Historical Prices for LUCENT TECH INC - Yahoo! Finance 11/14/05 4:58 PM Yahoo! Mv Yahoo! Msi! Make Yahoo! your home oace Search I the Web j ISearchf YAHoot,FINANCE ~~~nU~~?Sian Uo Finance Home - l::!rlQ Quotes & Info Monday, November 14,2005, 5:02PM ET - U.S. Markets Closed. Dow +0.1 0% Nasdaq -0.07% To track stocks & more, Rel!ister Enter Symbol(s): I i I Gal S b ILk IF' S h e.g. YHOO, ^On-'---' ym 0 00 up mance earc Lucent Technologies Inc. (LU) At 4:04PM ET: 2.73 "a. 0.05 (1.80%) -..,....'. - Start now $50 CASH BONUS + EARN FREE TRA-DES ,I _ m- -^~ Ameritrade Aoex™ ~ Free Trades Historical Prices SET DATE RANGE Get Historical Prices for: t .. .... .:1(;,0 J ADVERTISEMENT @ Daily o Weekly o Monthly o Dividends Only Start Date: I Oct i ~IID 1200: Eg. Ian 1,2003 End Date: I Oct I..!..IID 1200; I Get prlces~ First I Prev I Next I Last PRiCES Date Open High 2.33 Low Close Vohnne Adj Close* 2.32 7 -Oct-03 2.29 2.26 2.32 39,499,000 * Close price adjusted for dividends and splits. First I Prey I Next I L.ast rU1 Download To Spreadsheet @ Add to Portfolio U' Set Alert G Email to a Friend Get Historical Prices for Another Symbol: I !I GO~ Svmbol Lookuo · Stock Screener · Mergers & Acquisitions · Splits http://finance.yahoo.comlq/hp?s= LU &a=09&b=7 &c=2003&d=09&e=7 &f=2003 &g=d Page I of2 YAHOO1;;FINANCE Finance Home - Mv Yahoo - Yahoo I -!::!IDQ Monday, November 14, 2005, 5:11PM ET - U.S. Markets Closed. 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Quotes delayed, except where Indicated otherwise. Delay times are 15 mlns for NASDAQ, 20 mins for NYSE and Amex. See also delay times for Q~.~ exchanaes. Historical chart data and dally updates provided by Commodity Svstems, Inc. ICSIl. International historical chart data and dally updates provided by Hemscott Americas. Fundamental company data provided by CapitaJ JQ. Quotes and other Informatfon supplied by Independent providers Identified on the Yahool Anance PartJ:l!!LPage. All Information provided .as is. for informational purposes only, not intended for trading purposes or advice. Neither Yahool nor any of independent providers Is liable for any Informational errors, Incompleteness, or delays, or for any actions taken in reliance on Information contained herein. By accesstng the Yahool site, you agree not to redistribute the information found therein. 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wood, Marie J. ITEM NUMBER DESCRIPTION 1 Cash in Room at death 2 Wachovia Bank CD #24712050910565 3 'Accrued Interest 4 M & T Bank CD #31003911154860 5 Accrued Interest 6 M & T Bank CD #31003711160172 7 Accrued Interest 8 M & T Bank Savings #15004200045109 9 Accrued Interest 10 PA Income Tax Refund 11 Proceeds as Residuary Benficiary of the Emily A. Child Trust Include the proceeds of litigation and the date the proceeds were received by the estate. All orooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. FILE NUMBER 21-03-00878 VALUE AT DATE OF DEATH 138 55,807 17 10,087 124 12,970 21 15,389 12 215 5,432 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 100,212 -- ~~~ ~- WACHOVIA Reference ill: 753 101 Wachovia Bank N.A. Balan~e Confirmation Services POBox 40028 Roanoke, VA 24022-73 13 November 18,2003 FREY & TILEY ATTORNEYS AT LAW 5 SOUTH HANOVER STREET CARLISLE, PA 17013 SUBJECT: Verification / Confinnation of Account and Balance Information provided for: Customer: MARJE .J WOOD (SSN# 079-09-2967) Date of Death: October 7, 2003 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412050910565 LEGAL TITLE: MARIE lWOOD CHAPEL POINTE AT CARLISLE $55,806.61 9/28/1999 6/28/2005 $16.67 $1,173.38 · Due to system limitations, we can only provide a twelve month average balance on depository accounts. No Safe Deposit Box found for customer. · Date of death balance does not include accrued interest. ... If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were LCk;~nOd Servicenter Associate Phone: (540)563-7323 ssp; at lOOO 000614 ~ I! M&TBank 499 Mitchell Street, Millsboro, DE 19966 December 4, 2003 Stephen D. Tiley 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Marie J. Wood Date of Death: October 7, 2003 Social Security Number: 079-09-2967 Dear Mr. Tiley: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type. . .. . ... . . . . . . .. . . . . . .. . . .. Certificate of Deposit Account Number....................... 31003911154860 Ownership (Names oj}.............. Marie J. Wood or The Alliance Home Opening Date.. ....................... ..12/29/90 (account closed 11/26/03) Balance on Date ojDeath.........$1O,086.70 Accrued Interest $ 124.23 TotaL................................... ...$10,210.93 2. Account Type........................... Certificate of Deposit Account Number.... ...... .., ....... ... 31003911160172 Ownership {Names oj}.............. Marie J. Wood or The Alliance Home Opening Date...........................O 1/25 /91 (account closed 11/26/03) Balance on Date ojDeath.........$12,969.73 Accrued Interest $ 21.41 TotaL..................................... .$12,291.14 . Page 2 December 4, 2003 3. Account Type........................... Savings Account Account Number....................... 15004200045109 Ownership (Names of).............. Marie J. Wood or The Alliance Home Opening Date.......................... .08/08/89 (account closed 11/25/03) Balance on Date ojDeath.........$15,389.19 Accrued Interest $ 12.05 TotaL...... ....... ..................... ....$15,401.24 Sincerely, CkWnu tJJ,1/IJ;1~ Charlene Warrington, Associate I (302) 934-2722 Law Offices REGINA M. FLAHERTY P. O. Box 229 Norwalk, Connecticut 06852-0229 (203) 219-0734 Facsimile: (203) 849-0715 e-mail: rmflaherty@snet.net August 23, 2004 VIA FACSIMILE: (717) 243-6441 AND FIRST CLASS MAIL Stephen D. Tiley, Esq. Frey & Tiley 5 South Hanover Street Carlisle, P A 17013 Re: Trust u/w Emily Child f/b/o Marie J. Wood Dear Attorney Tiley, Please accept my apology for the delay in replying to your letter. It was unavoidable. Enclosed is check #1069 in the amount of $5,431.59 payable to the Estate of Marie C. Wood representing 5% of the net fair market value of the Estate of Emily A. Child as of October 7,2003, in accordance with the attached accounting. Also enclosed is K-1 for 2003. Also enclosed is a copy of this letter which I would appreciate your signing on the line indicated showing that you received this check, and returning it to me in the enclosed self- addressed stamped envelope. Please advise if you need any further documents to close your estate. Very truly yours, RMF:rof Enclosures O~M~,,-~ REGlNi M. FLAHERTY d 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER 21-03-0878 Marie J. Wood Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Hoffman-Roth Funeral Home 5,220 Carlisle Memorial Service, Inc., (engraving) 250 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (5) Dorothy.b.1. Hostetter Social Security Number(s) I EIN Number of Personal Representative(s) 197-20-1231 Street Address 5 Alliance Drive, Apt. 304 City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2005 5,048 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address 5,750 City Relationship of Claimant to Decedent State Zip Probate Fees Accountant's Fees (Included at item B.2) 222 Tax Return Preparer's Fees (Included at item B.2) Additional short certificates 35 Banks service charge - estate checking account 14 Bond for sale of Lucent stock (Seaboard Surity Company) 25 TOTAL (Also enter on line 9 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 16,564 REV-1512 EX+ (12-03) 217 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie J. Wood SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. FILE NUMBER 21-03-0878 ITEM NUMBER 1. 2. 3. 4. Philhaven (medical services) Donnicare Pharmacies Chapel Pointe at Carlisle PA Department of Revenue - PA-41 Tax DESCRIPTION VALUE AT DATE OF DEATH 18 316 3,702 4 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,040 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Marie J Wood FILE NUMBER 21-03-0878 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1) The Alliance Home of Carlisle, PA, Inc., t/d/b/a Chaple Pointe at Carlisle 100% , 770 South Hanover Street, Carlisle, PA 17013 80,600 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 80 600 (If more space is needed, insert additional sheets of the same size) FIRST AND FINAL ACCOUNT OF DOROTHY M. HOSTETTER, EXECUTRIX . OF THE LAST WILL AND TESTAMENT OF MARIE J. WOOD, LATE OF 770 SOUTH HANVOER STREET, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DATE OF DEATH: October 7, 2003 FILE NUMBER: 21-03-0878 LETTERS TESTAMENTARY ADVERTISED: CUMBERLAND LAW JOURNAL (Not Advertised) THE SENTINEL (Not Advertised) PRINCIPAL RECEIVED (REAL ESTATE) '-'.') ( -) .) '.: _ ~l NONE. ,. j'-.. ) PRINCIPAL RECEIVED (PERSONAL PROPERTY) I . Accountant charges herself with the following principal amounts received: , . ...~~--; Date 2003 7 -Oct 7 -Oct 7 -Oct 7 -Oct 7 -Oct 24-0ct 13-Nov 25-Nov 4 Shares AT&T Common Stock @ $20.16 80.64 28 Shares SBC Communications, Inc. Common Stock @ $22.75 637.00 4 Shares Agere Systems, Inc. Common Stock @ $3.25 13.00 16 Shares Lucent Technologies Common Stock @ $2.30 36.80 7 Shares Comcast Common Stock @ $31.95 223.86 Cash in Room 138.25 Wachovia Bank CD #24712050910565 Accrued Interest to date of death 55,806.61 16.67 Close Three M&T Bank Accounts: CD # 31003911154860 (Principal) Accrued Interest to date of death 9,962.47 124.23 Page 1 .~ /~ 24-Aug Interest on Estate Checking Account 1.50 23-Sep Interest on Estate Checking Account 1.36 24-0ct Interest on Estate Checking Account 1.41 23-Nov Interest on Estate Checking Account 1.36 TOTAL INCOME RECEIVED 1,374.57 DISBURSEMENTS Accoutant claims credit for the following amounts paid: Date 2003 25-Nov 25-Nov 25-Nov 25-Nov 25-Nov 2004 13-Jan 13-Jan 4-Feb 19-Mar 24-May Philhaven (Medical Services) 18.43 Omnicare Pharmacies 315.91 Hoffman-Roth Funeral Home 5,220.00 Chapel Pointe at Carlisle 3,701.61 Frey & Tiley (Reimburse for probate fee $219.00 and Short Certificate $3.00) 222.00 Register of Wills - Short Certificates 24.00 Carlisle Memorial Service, Inc. 250.00 Frey & Tiley (Short Certificate) 3.00 Fleet Bank, Trustee under the Marjorie E. Wood Trust for Marie J. Wood. (See funds received November 25,2003) 808.95 Bank Service Charge 14.00 Page 5 2005 9-Feb Register of Wills - Short Certificates 8.00 15-Mar Seaboard Surety Company (Sale Bond - Lucent Stock) 25.00 14- A pr PA Department of Revenue - PA-41 Tax 4.00 22-Nov Register of Wills - Filing fee for Inheritance Tax Return 15.00 28-Nov Register of Wills - Additional Probate Fee 35.00 20- Dee Register of Wills - Filing of Account 180.00 2006 7 - Mar Dorothy M. Hostetter, Executrix Commission 5,048.11 7-Mar Frey & Tiley - Attorney's Fees 5,750.00 TOTAL DISBURSEMENTS 21,643.01 RECAPITULA TION Total Principal Received Net Capital Gains (Losses) Total Income Received 101,045.04 17.42 1,374.57 102,437.03 Total Receipts Less Total Disbursements 21,643.01 Balance for Distribution 80,794.02 Page 6 - --------..-- PROPOSED SCHEDULE OF DISTRIBUTION 100% Residuary Beneficiary: 80,794.02 The Alliance Home of Carlisle, P A, Inc. tJd/b/a Chapel Pointe at Carlisle 770 South Hanvoer Street Carlisle, Pennsylvania 17013 Partial Distribution November 25, 2003 Partial Distribution March 19,2004 Final Distribution per this Accounting 55,000.00 20,000.00 5,794.02 80,794.02 COMMONWEALTH OF PENNSYLVANIA SS.: COUNTY OF CUMBERALND Before me, the undersigned officer, personally appeared Dorothy M. Hostetter Executrix of the Last Will and Testament of Marie J. Wood, Deceased, who, being duly sworn according to law, desposes and says that the foregoing First and Final Account and Proposed Schedule are true and correct to the best of her knowledge, information and belief. ~111')~~ Dorothy M. Hostetter Sworn to and subscribed before me nS+- ~ I /' this ~I day of JJ~ U-h/ RU"'/ d C(l ::>. ~"- Il-cfw NOT ARlAL SEAL TRISHA A LfESS. NOTARY PUBLIC . BOROUGH OF CARLISLE, CUMBERLAND CO., PA MY COMMISSION EXPIRES MAY 20.2006 Page 7 --- ---==- 00 ~ ~ I tr/ ~ . ,..-I N "'" QJ ~ Z ~ .... ~ \, ... \ ~ -~ 'l '\~ -\ ~~ "'" ...~ .QJ o ~ 1-:) ... "",_QJO .. o Q,l.... = ~ ~.g;~S~ <:.i-'<:.i-'~}oOo(OrJ) OO~.:=U~ ... <:.i-'''' Q,l =\50::Pd~ := ... ...= 0 = ~ 0:= OO~- ~~Q,l~- .. ~ ~ e r--- ~.$ ~-ar---,Q= -; rJ)<:.i-'e~ =~Q,l0=~ .... Q,l 1:-1 QJ U .... ~ti ... rJ) 'g~1~~5 ~~;:::::-rS~~ ... }oOo(.... 0 - e~> 000 ~~?~ ,~~~ s .... ... := ,Q .... Ja .... ~ <:.i-' o Q,l :g QJ '5 00 "0 QJ rJ) o g- ~ ~ \ \ \ N ~ tr/..,r ~C'\ . r--- r--- .. tr/~ "1'00 N~ ~= ,..-10 ~.-:: tl:= p.:9 .~ J= ~rJ) Q,l.... ~~ ~"d O~ ~&. o ~ co ... C') ~ co >-5'-C')tO W~(j)Od, ...J~,-,,"~ - <( 0) .,- r-th6<(t:' oo>-cCl."- uJ CIl ."" .....Zi-O)---' "0: -0) WO.c.'!!.C a:I-S~O u.~O()~ (f) <ll to - ~ 01-30-2006 WOOD 10-07-2003 21 03-0878 CUMBERLAND 101 APPEAL DATE: 03-31-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9Y!_~~9~9_!~!~_~!~~______~___~~!~!~_~Q~~~_~Q~!!Q~_EQ~_!Q~~_~~~Q~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARIE J FILE NO. 21 03-0878 ACN 101 BUREAU OF INDIVIDUAL T^XE~_ INHERITANCE TAX DIVISION . PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX - APPRAISEMENT, ALLOWANCE OR DISALLOWANCE . OF DEDUCTIONS AND ASSESSMENT OF TAX STEPHEN D THEV FREY & TILEY 5 S HANOVER ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17013 ESTATE OF WOOD REV-1547 EX AFP (06-05) MARIE J TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 01-30-2006 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets Cl) (2) (3) (4) (5) (6) (7) .00 992.00 .00 .00 100.212.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 16,564.00 4.040.00 (11) Cl2) Cl3) Cl4) NOTE: If an assessment was issued previously, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Anount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 101,204.00 20.604 00 80,600.00 80,600.00 .00 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = Cl9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RA 217 REV-1500 OFFICIAL USE ONLY REV-1500 EX (S-OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 FILE NUMBER 21-03-00878 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT - COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER .... Wood, Marie J. 079-09-2967 z DATE OF DEATH (MM-DD-YEAR) IDATE OF ~IRTH (MM-DD-YEAR) w THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE C W 1 0/7/2003 1/4/1906 REGISTER OF WILLS 0 w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER c I!! [Kh Original Return o 2. Supplemental Return o 3. Remainder Return (date of dealh prio, to 12-13-82) $cn 04. 04a. Future Interest Compromise (date of death after 12-12-82) o 5. Federal Estate Tax Return Required >::Q;>:: limited Estate ua..o woo 0s. o 7. Decedent Maintained a living Trust (Attach copy of Trust) :l:Q;...J ...Q... 8. Total Number of Safe Deposit Boxes ua..m Decedent Died Testate (Attach copy of Will) a.. -0: 09. 010. Spousal POWlrty Cred~ (dale of dealh between 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A) (Attach Sch 0) litigation Proceeds Received .... THIS SECTION MUST BE COMPLETED. All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z NAME COMPLETE MAILING ADDRESS w c Frey & Tiley z Stephen D. Tiley 0 Q. FIRM NAME (If Applicable) 5 South Hanover Street f3 0:: Frey & Tiley Carlisle, PA 17013 0:: TELEPHONE NUMBER 0 0 (717) 243-5838 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) NONE 2. Stocks and Bonds (Schedule B) (2) 992 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE 4. Mortgages & Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 100,212 f'o-:J ,', = t;:,,:;) ~D S. Jointly Owned Property (Schedule F) (6) NONE C11 c-nt z Dseparate Billing Requested ::. ("J 0 (~? _. ;,c. <:) i= ~. '. ::0 c( 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property ""n ''0 -~c CJ ..J (7) NONE ~ ~=l ;::.q :J (Schedule G or L) CO .... / .~ ii: - .. ) (~,'1 r:-) c( 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) i I "'"D f01I,2~f 0 _':i>.. W : -0 0:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 16,564 i C) iTl o. r 4,040 .~ \../)0 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) ;10) Ul -'I 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 20,604 12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 80,600 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 80,600 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 0 .SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) x .0 - (15) 0 Z 0 i= 16. Amount of Line 14 taxable at lineal rate x .0 (16) 0 c( .... - :J Q. ::e 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0 0 0 >< .15 (18) 0 i5 18. Amount of Line 14 taxable at collateral rate X 19. Tax Due (19) 0 20.0 :':~"~~.~)H_r;~E. !~'Y()9.~Rg:~E9@~T.I~~A'~~EQrm:;p~~~"O"E;RPAYME.N'''!': > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 217 d C Wood, Marie J. 079-09-2967 Dece ent's amp ete ress: STREET ADDRESS 770 South Hanover Street CITY I~TATE I~IP Carlisle PA 17013 Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) o 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) o 4. Total Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (3) o 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (4) (5) (5A) (58) Make Check Payable to: REGISTER OF WILLS, AGENT o o B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. o PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . Yes o o o o o o o b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or . . . . . 2. d. receive the promise for life of either payments, benefits or care? If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . .. ....... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . DATE ~. ;;l:l, .<OOS- ~ Carlisle PA 17013 5 South Hanover Street Carlisle PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. Section 9116 (a)(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. Section 9116 (a)(1.1 )(ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rale imposed on the net value of transfers from a deceased child twenly-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. Section 9116(a)(1.2)]. The lax rate imposed on the nel value of transfers to or for Ihe use of the decedent's siblings is 12% [72 P.S. Section 9116(a)(1.3)J .A sibting is defined, under Section 9102, as an individual who has at least one parenl in common with the decedent, whether by blood or adoption. 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. Section 9116(1.2) [72 P.S. Section 9116(a)(1)J. 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 8 STOCKS & BONDS ITEM NUMBER 1. 2. 3. 4. 5. I FILE *,MBER 21-03-0878 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ESTATE OF Marie J. Wood 4 shares ATT common stock @ $20.16 28 shares SBC Communications, Inc., @ $22.75 4 shares Agere Systems, Inc. @ $3.25 16 shares Lucent Technologies @ $2.30 7 shares Com cast Communications stock @ $31.98 DESCRIPTION VALUE AT DATE OF DEATH 81 637 13 37 224 TOTAL (Also enter on line 2 Recaoitulation \ $ (If more space is needed, insert additional sheets of the same size) 992 T: Historical Prices for AT&T CP NEW. Yahoo! Finance 11114/05 4:52 PM Y2.!J.Q.Ql Mv Yahoo! Msi! Make Yahoo! your home Dace thS:-~~~ t__ __._.______1 I searchf Finance Home - ~ ~~H~' F-INAN-CE SiQnln ~""=' . ~.@ - New User? Sian Uo Quotes & Info Monday, November 14,2005, 4:56PM ET - U.S. Markets Closed. Dow +0.10% Nasdaq -0.07% To track stocks & more, Reeister ! I GO~ Symbol Lookup I Finance Search Enter Symbol(s): I e.g. YHOO, ^DJI AT&T Corp. 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Quotes and other information supplied by independent providers Identified on the Yahool Anance P.artneL.P.age.. All Information provided "as Is' for informational purposes only, not intended for trading purposes or advice. Neither Yahoo I nor any of independent providers Is liable for any informational errors, Incompleteness, or delays, or for any actions taken In reliance on information contained herein. By accessing the Yahool site, you agree not to redistribute the information found therein. 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wood, Marie J. ITEM NUMBER DESCRIPTION 1 Cash in Room at death 2 Wachovia Bank CD #24712050910565 3 "Accrued Interest 4 M & T Bank CD #31003911154860 5 Accrued Interest 6 M&TBankCD#31003711160172 7 Accrued Interest 8 M & T Bank Savings #15004200045109 9 Accrued Interest 10 PA Income Tax Refund 11 Proceeds as Residuary Benficiary of the Emily A. Child Trust Include the proceeds of litigation and the date the proceeds were received by the estate. All orooertv iointlv-owned with richt of survivorshio must be disclosed on Schedule F. FILE NUMBER 21-03-00878 VALUE AT DATE OF DEATH 138 55,807 17 10,087 124 12,970 21 15,389 12 215 5,432 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 100,212 -- :}-'"=... ~~ WACHOVIA Reference ill: 753101 Wachovia Bank N.A. Balan~e Confirmation Services POBox 40028 Roanoke, VA 24022-7313 November 18, 2003 FREY & TILEY ATTORNEYS AT LAW 5 SOUTH HANOVER STREET CARLISLE, PA 17013 SUBJECT: Verification / Confmnation of Account and Balance Information provided for: Customer: MARIE .T WOOD (SSN# 079-09-2967) Date of Death: October 7, 2003 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance* Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412050910565 LEGAL TITLE: MARIE JWOOD CHAPEL POINTE AT CARLISLE $55,806.61 9/28/1999 6/28/2005 $16.67 $1,173.38 * Due to system limitations, we can only provide a twelve month average balance on depository accounts. No Safe Deposit Box found for customer. * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were ~;TOd Servicenter Associate Phone: (540)563-7323 ssp; at lOOO 000614 ~ r!lM&TBank 499 Mitchell Street, Millsboro, DE 19966 December 4, 2003 Stephen D. Tiley 5 South Hanover Street Carlisle, FA 17013 RE: Estate of Marie J. Wood Date of Death: October 7, 2003 Social Security Number: 079-09-2967 Dear Mr. Tiley: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type. . .. . ... . .. . .. .. . . . . . . . . . .. Certificate of Deposit Account Number............. ...... .... 31003911154860 Ownership (Names of}.............. Marie J. Wood or The Alliance Home Opening Date......................... ..12/29/90 (account closed 11/26/03) Balance on Date ojDeath.........$1O,086.70 Accrued Interest $ 124.23 TotaL.................................. ....$10,210.93 2. Account Type........................... Certificate of Deposit Account Number....................... 31003911160172 Ownership {Names of}.............. Marie J. Wood or The Alliance Home Opening Date...........................O 1/25/91 (account closed 11/26/03) Balance on Date ojDeath.........$12,969.73 Accrued Interest $ 21.41 TotaL................... ........... .... ....$12,291.14 . Page 2 December 4, 2003 3. Account Type........................... Savings Account Account Number....................... 15004200045109 Ownership (Names oj).............. Marie J. Wood or The Alliance Home Opening Date.......................... .08/08/89 (account closed 11/25/03) Balance on Date of Death........ .$15,389.19 Accrued Interest $ 12.05 Total................................... ....$15,40 1.24 Sincerely, ~ tJJ,1I'U11~ Charlene Warrington, Associate I (302) 934-2722 Law Offices. REGINA M. FLAHERTY P. O. Box 229 Norwalk, Connecticut 06852-0229 (203) 219-0734 Facsimile: (203) 849-0715 e-mail: rmflaherty@snet.net August 23, 2004 VIA FACSIMILE: (717) 243-6441 AND FIRST CLASS MAIL Stephen D. Tiley, Esq. Frey & Tiley 5 South Hanover Street Carlisle, P A 17013 Re: Trust u/w Emily Child f/b/o Marie J. Wood Dear Attorney Tiley, Please accept my apology for the delay in replying to your letter. It was unavoidable. Enclosed is check #1069 in the amount of$5,431.59 payable to the Estate of Marie C. Wood representing 5% of the net fair market value of the Estate of Emily A. Child as of October 7, 2003, in accordance with the attached accounting. Also enclosed is K-1 for 2003. Also enclosed is a copy of this letter which I would appreciate your signing on the line indicated showing that you received this check, and returning it to me in the enclosed self- addressed stamped envelope. Please advise if you need any further documents to close your estate. Very truly yours, RMF:rof Enclosures Q~\vv/~~ REGlNA M. FLAHERTY d 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Marie J. Wood Debts of decedent must be reported on Schedule J. ITEM NUMBER A. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 21-03-0878 DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Hoffman-Roth Funeral Home 5,220 Carlisle Memorial Service, Inc., (engraving) 250 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Dorothy.ll.1. Hostetter Social Security Number(s) I EIN Number of Personal Representative(s) 197-20-1231 Street Address 5 Alliance Drive, Apt. 304 City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2005 5,048 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 5,750 City Relationship of Claimant to Decedent State Zip Probate Fees Accountant's Fees (Included at item B.2) 222 Tax Return Preparer's Fees (Included at item B.2) Additional short certificates 35 Banks service charge - estate checking account 14 Bond for sale of Lucent stock (Seaboard Surity Company) 25 TOTAL (Also enter on line 9 Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 16 564 REV-1512 EX+ (12-03) 217 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marie J. Wood SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. FILE NUMBER 21-03-0878 ITEM NUMBER 1. 2. 3. 4. DESCRIPTION VALUE AT DATE OF DEATH Philhaven (medical services) Donnicare Pharmacies Chapel Pointe at Carlisle PA Department of Revenue - PA-41 Tax 18 316 3,702 4 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,040 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Marie J Wood RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 ) The Alliance Home of Carlisle, PA, Inc., Ud/b/a Chaple Pointe at Carlisle 100% , 770 South Hanover Street, Carlisle, PA 17013 80,600 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 80 600 21-03-0878 (If more space is needed, insert additional sheets of the same size) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 TILEY STEPHEN DOUGLAS FREY & TILEY 5 S HANOVER STREET CARLISLE, PA 17013-3385 RE: Estate of WOOD MARIE J File Number: 2003-00878 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, 'the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report~ please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 HOSTETTER DOROTHY M 5 ALLIANCE DRIVE APT #304 CARLISLE" PA 17013 RE: Estate of WOOD MARIE J File Number: 2003-00878 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 10/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ - " .~ " : o Register of Wills of Cumberland County -STATUS REPORT UNDER RULE 6.12 Name of Decedent: /7/#A)~ /. ~A/ r Date of Death: &~.6~ 7 ~.PP.3 , Estate No.: 02'/ - CJ3 - t!)87r Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, r report the following with respect to completion of the administration of the above-captioned estate: I. State ~~r administration of the estate is complete: Yes IH No 0 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~rsonal representative file a final account with the Court? Yes ~- No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 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. 9 ~/~1!5 / / .J4j1Q' ;4 /) 4 Signatu1l ~~./~ cD TYr Name ~./. _/ ..$- h;&'-Yz. ff~"i6~ w- ?~~tr~ ;0#'/ ?',rJ Address Date: ~/c I tJ" ",,< . J..Ljj ;!,,"j~j -f 1\")" \J ,-4 J-i"'1 -". I/'....J-J I........ "'0. Ii J,J 7/ '7 --<y;>.- .r8 3'4 Telephone No. 9~:/ !~!d 92 d3S 900l Capacity: bJ ~onal Representative l....::rCounsel for personal representative '~ 1, I', :J('\'j 'r> ., I :JJi";U Unj'O'>-i'-"""Jt. ~.. .J ,....-: ' \ I,~./......\)::o. ~ .