HomeMy WebLinkAbout04-1014PETITION FOR PROBATE and GRANT OF LETTERS
ERANK S. WARD No. kl-05 --i0 id
To:
also known as _
Deceased.
Social Security No. 174- 20 - 6644
The petition of thc undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execui~ I X
in the last will of the above decedent, dated NOVEMBER 13, 1986
and codicil(s) dated
Register of Wills for the
County of C,r~M~Rl,~qr~
Commonwealth of Pennsylvania
in the
named
(stale relevant circtlmslances, e.g. renuncialion, dealh of executor, etc.)
.Decendent was domiciled at death in _CUMBERLAND Counly, Pennsylvania, with
h_}S last family or principal residence at 32 w~q' NA!N STREET
- SHIR~iANSTOWN~ PA 17011
(list street, number and nuncipalitv)
D~,-e,,den- th. en 77 yearsofage, died September 20, 2004
at I~d~y Sp~r~ital
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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $- $
(lf not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania S-
situated as follows:
WHEREFORE, petitioner(s) respectfully., request(s) thcprobate of the last will and codicil(s)
. ~ Testamentary
presented herewith and the grant ol letters_ (testamen ar5'; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
~JO~ ±. ~A~O
--32 WEST MAIN STREET
SHIREMANSTOWN, PA 17011
Sworn to or affirmee~,~c~nd subscribed F
before me this _
~ OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERL/LND
The petitionerC~,) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct !~ the best of the knowledge and belief of petHioner~) and that as personal represen-
tative(~ of the above decedent petitioner(~ will well and truly administer the estate according to law.
Estate Of FRANK S. WARD , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~'-.~'0' ~/ Ct
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated November 13 f i986
described therein be admitted to probate and filed of record as the last will of F ¥~ n ~'
2004, in consideration of the petition on
or Testamentary
and Letters
are hereby granted to d~ov I. ;;~, d ...J'C '-{ I ~:'~'q'~ 9%//~I~b
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
THOMAS D. GOULD
ATTORNEY (Sup. CL LD. No.)
2 EAST MAIN STREET
SHIR~MAN~T~W~: PA 17~ I 1
ADDRESS
(717) 731-1461
PHONE
his is to certi~, that this is a truc copy of the record ~hich is on file in the Pent~s>tvat~ia I)ivision of Vital Reco~cis ix~ accordance
,,ith Act 66, P.L. 304, approved by thc General Assembly, June 29, 1953. '7~1 - {~) ~ - / 0 { ~
WA~NIN~: It is illegal to duplicate IBis copy by photostal or photo§raph.
No.
Charles Hardester
State Registrar
OCT 200
COP~RECTED ITEM(S) :15
CERTIFICATE OF DEATH
77
C~rl~md
ldin9
Pennsboro Spirit Hospital ~, white
Ramsey Ward
Joy W~rd
Ruth Eichelberger
~ng Green Cemetery~.~r Allen Twp. ,PA17011
2004
I~D_013~63_L ~seluk~n FH&CS,324 Htmmnel Ave..Lemovne.PA
LAST WILL AND TESTAMENT
I, Frank S. Ward, of the Town of Shiremanstown, County of
Cumberland, and State of Pennsylvania, being of sound mind, memory
i!and ~unders~anding, do make, publish and declare the following to
be my last WILL AND TESTAMENT, hereby revoking any and all former
wills made by me.
FIRST: I direct my Executrix, hereinafter named, to pay all
my funeral expenses, administration expenses of my estate,
including inheritance and succession taxes, state or federal,
which may be occasioned by the passage of or succession to any
interest in my estate under the terms of this instrument, and
all my just debts, excepting mortgage notes secured by mortgages
upon real estate.
SECOND: All the rest, residue and remainder of my estate,
both real and personal, of whatsoever kind or character, and
wheresoever situated, I give, devise and bequeath to my beloved
wife, Joy Irene Ward, to be hers absolutely and forever.
THIRD: If my said wife does not survive me, then I give
devise and bequeath such rest, residue and remainder of my estate
to my beloved children, Frank, Jr., Karen Irene, and Susan Kay,
to be theirs absolutely and forever.
FOURTH: I hereby appoint my wife, Joy Irene Ward, as Executrix
of this my LAST WILL AND TESTAMENT. If she does not survive me,
then I appoint Frank S. Ward, Jr., Karen Irene ~a-1 and Susan Kay
l)~_~ as Executor/Executrix of my estate. I direct that no
Executor/Executrix serving hereunder shall be required to post bond.
IN WETNESS WHEREOF, I have hereunto set my hand and seal at
~, ~. r-/ i .... day of / J ~,~ .~. 1986
_ ,., , L~ :~ this /-~, ·
Signed, sealed, published and declared to be his LAST WILL
AND TESTAMENT by the within named Testator in the presence of us,
who in his presence and at his request, and in the presence of
each other, have hereunto subscribed our names as witnesses://_~
of~./3~.~ _
/ J AEFIDAVIT
STATE OF ~'
COUNTY OF ~'~f 4 ~ i . ~ ~ ~-,C
~ Perspn%lly appeared
~ho bhang duL~ swo~n,, deposL~ and
~$~Z and ~hex subscrLbed ~he same
of
say that they a5sested the said
at the request and in the presence
of the said Testator and in the presence of each other,
Testator signed said will in their presence and acknowledged
had signed said will and declared the same to be his LAST WILL AND
TESTAMENT, and deponents further state that at the time of the
execution of said will the said Testator appeared to be of sound
mind and memory and there was no evidence of undue influence. The
deponents make this affidavit at the request of the Testator.
//
Subscribed and sworn to before me this , : , 1986.
and the said
that he
CERTIFICATE OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Frank S. Ward
Date of Death:
September 20, 2004
Will No. 21-04-01014
TO THE REGISTER:
I certify that notice of estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was serviced on or mailed
to the following beneficiary of the above-captioned estate on
November 24, 2004.
Name
JOY I. WARD
Address
32 WEST MAIN STREET
SHIREMANSTOWN, PA 17011
Notice has now been given to all persons entitled thereto under
Rule 5.6(a).
Thomas D. Gould, Esquire
I.D. # 36508
Attorney For Charles L. Ewing
2 East Main Street
Shiremanstown, PA 17011
(717) 731-1461
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: FRANK S. WARD
Date of Death: SEPTEMBER 20. 2004
Estate No.: 21-04-01014
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
(date)
3. If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No x
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: N/ A
C. Did the personal representative state an account informally to the parties in
interest? Yes X No
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date: (YJ a I'e h ;( I :2 00 S-
!kmao:D. 4dd
Signature
(\,..1
THOMAS D. GOULD, ESQUIRE
Name (Please type or print)
2 EAST MAIN STREET
SHIREMANSTOWN, PA 17011
Address
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(M('\H:rintI AM~::f)
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(717) 731-1461
Telephone No.
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Personal Representative
Counsel for Personal RepresentatiLJ.R
Capacity:
R.W. . 58
....
IN THE MATTER OF THE ESTATE
OF FRANK S. WARD,
DECEASED
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-04-01914
THIS AGREEMENT, made this
ESTATE SETTLEMENT AGREEMENT
1ft" day of march
, 2005.
THE CIRCUMSTANCES leading up to the execution of this
Agreement are as follows:
1. FRANK S. WARD (the ~Decedent"), died testate on September
20, 2004, and JOY IRENE WARD, his wife, was duly qualified with the
Register of Wills of Cumberland County, Pennsylvania, as the
Executrix (the ~Executrix") of the Decedent's probate estate (the
~Estate")
2. The Second paragraph of the Decedent's Last Will and
Testament (the ~Will") provides for the distribution of all of the
Decedent's estate to JOY IRENE WARD.
3.
Joy
Irene Ward was
the wife
of
the
Decedent
(~Beneficiary"). The Beneficiary desires the Executrix to settle
the Estate informally in order to avoid the expense and delay
involved with the formal adjudication of a First and Final Account
by the Orphans' Court Division of the Court of Common Pleas of
Cumberland County, Pennsylvania (the ~Court").
.4. The Be:p.,e-ficiary desires to forever settle and compromise
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any and :::aB;...J lelaims and rights which she may possess, now or
tf" ~ 1 1 , ';,.J
I :::; ." .
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hereafter, in the Estate and to confirm her acceptance of the
Informal Account (the "Account"), attached hereto as Exhibit "A"
and incorporated herein by this reference, and the Schedule of
Proposed Distribution (the "Schedule"), attached hereto as Exhibit
"B" and incorporated herein by this reference. The Beneficiary
desires that the distributions, as set forth on Exhibit "B," be in
full satisfaction of her rights in the Estate.
5. The Beneficiary wishes to release the Executrix and to
indemnify her against any and all claims that may be asserted
against the Estate or the Executrix after the date hereof.
6. The Executrix is willing to settle the Estate informally
in consideration of the indemnifications hereinafter provided by
the Beneficiary.
NOW THEREFORE, in consideration of the foregoing and intending
to be legally bound, jointly and severally, the Beneficiary, for
herself, her successors and assigns:
1. Represent and warrant that she has read and understands
this Agreement and confirm that the facts set forth above are true
and correct, to the best of her knowledge, information and belief.
2. Declare that she has sufficient information to make an
informed waiver of her right to a formal accounting with the Court,
and does hereby waive the filing and auditing of the same.
2
~
3. Acknowledge that the distributive share or amount set
forth on the Schedule shall be in full satisfaction of her
respective entitlement under the Will.
4. Release, remlse, quitclaim and forever discharge the
Executrix, her heirs, personal representatives, successors and
assigns, from and against all claims that she, as legatee of the
Estate and in connection with the Estate, had, now have or may in
the future have in connection with the Estate.
5. Agree to refund, on demand, all or any part of any
aforesaid distribution, which has been determined by the Executrix,
or by the Court, or by any court of competent jurisdiction, to have
been improperly made.
6. Agree to indemnify and hold harmless the Executrix, her
heirs, personal representatives, successors and assigns, from and
against any and all claims, loss, liability or damage (whether or
not related to the negligence of the Executrix) she may hereafter
be asserted against the Estate or against the Executrix.
7. Agree to execute such other or additional documents as
may be necessary to effectuate the agreements set forth herein.
8. Acknowledge that this Agreement shall be governed by and
construed in accordance with the laws of the Commonwealth of
Pennsylvania.
3
..
9. Consent to the Court exercising personal jurisdiction
over her in any suit or action arising out of the enforcement of
this Agreement.
IN WITNESS WHEREOF, the Beneficiary has read and agrees to the
terms and conditions set forth in this Estate Settlement Agreement
and intending to be legally bound hereby placed her hand and seal.
~4A C}. ~
WITNESS
tR i ~ c{YJ. Jrn.1d
WITNESS /
&:1FE~k/~
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
On this, the L day of ~ t'.lIU~, 2005, before me,
the undersigned officer, personally appeared JOY IRENE WARD, known
to me (or satisfactorily proven) to be the person whose name is
subscribed to the wi thin instrument, and acknowledged that she
executed the same in the capacities and for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunder set my hand and official seal.
~lfn, drrJJ
Notary c8~LTH OF PENNSYLVANIA
Notarial Seal
Leola M. Gould. Notary Public
Shlremanstown Bora. Cumberland County
My CommIssion ExpIres Apr. 29.2008
Member. Pennsylvania Association Of Notaries
4
..
INFORMAL ACCOUNT
ESTATE OF FRANK S. WARD
ITEM
VALUE AT DEATH
ASSETS:
Stocks & Bonds
Cash, Bank deposits & financial accounts
$ 54,085.62
$ 533.91
Total
$ 54,619.53
DEBITS:
Funeral & Administration Expenses
PA Inheritance Tax
$ 8,506.50
$ 0.00
Total
$ 8,506.50
Net Value of Estate at time of Death
$ 46,113.03
The value of the stocks & bonds has fluctuated during the
administration of the estate and a final value will be determined
at the time of actual distribution.
A
..
BENEFICIARY
JOY IRENE WARD
PROPOSED DISTRIBUTION OF ASSETS
OF
ESTATE OF FRANK S. WARD
SHARE
100%
Total
100%
B
EV.1500EX i6-JOI
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
OFFICIAL USE ONLY
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FILE NUMBER
2 1 - 0
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
4
o 1
014
CQUNTYCODE
YEAR
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
WARD FRANK S.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
09/20/04 11/20/26
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
174 - 20
- 6644
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
WARD
JOY
1.
~ 1. Original Return
D 4. Limited Estate
~ 6, Decedent Died Testate (Attach copy alWill)
D 9, Litigation Proceeds Received
D 2, Supplemental Return
o 4a, Future Interest Compromise (dale of death after 12.12.82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit {date ot death between 12-31.91 and 1.1-95)
D 3, Remainder Return (date 01 death prior to 12.13--82)
D 5, Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11 Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME
COMPLETE MAILING ADDRESS
2 EAST MAIN STREET
SHIREMANSTOWN, PA 17011
THOMAS D. GOULD, ESQUIRE
FIRM NAME (II Appticable)
TELEPHONE NUMBER
(717) 731-1461
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
I
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OFFi\:JiLTj SE-ijf,J L Y
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54,085.62
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Noles Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
CP-'
C:.".:i
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l-J
533.91
(6)
!
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G or L)
(7)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
(8)
8,506.50
54,619.53
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11)
(12)
(13)
8,506.50
46,113.03
12. Net Value of Estate (Line 8 minus Line 11)
13 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
, '-
46,113.03
14 Net Value Subject to Tax (Line 12 minus Line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
46,113.03
x.o~ (15)
0.00
16, Amount of Line 14 taxable at lineal rate
x.O_ (16)
17. Amount of Line 14 taxable at sibling rate
x 12 (17)
x .15 (18)
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(19)
0.00
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 32 WEST MAIN STREET
CITY
SHIREMANSTOWN
I STATE
PA
I ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
0.00
Total Credits (A + 8 + C) (2)
0.00
3. InteresVPenally if applicable
D.lnterest
E. Penalty
TotallnteresVPenally ( D + E ) (3)
4. 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 (4)
0.00
5. 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 BALANCE DUE, (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retarn the use or income of the property transferred;.. . ..................... ................. . ........ D ~
b. retain the right to designate who shall use the property transferred or its income;.. . ........... D [iJ
c. retain a reversionary interest; Of...... . .......................... .. ................... . .. ........ 0 [XI
d. receive the promise for life of either payments, benefits or care?.. . . ............................... . . ...... 0 []d
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?. ................... 0 [XI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. D [Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . .................... ........... D [1g
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete
Declaration of preparer other than lhepersonal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESSnJ, W~
32 WEST MAIN STREET
SIGNAT~ PREPARER OTHER TH1!:J. REPRESENTATIVE
~-~~
ADDRESS -
2 EAST MAIN STREET SHIREMANSTOWN, PA 17011
_QIIIllI_I_,_._mmlii]l41111iqi~!~':ll___1lli!l11l~mli!:!li!I!li!iili!i'.i'."i,1.'i'"
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 PS 99116 (a) (1.1) (i)].
DATE
/l/cMoA / / c:? Oar-
-
SHIREMANSTOWN, PA 17011
DATE
:1-I-l7S""
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. 99116 (a) (1.1) (ii)
The statute does not exemot 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
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000i
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. 99116(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. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as al
individual who has at least one parent in common with the decedent, whether by blood or adoption.
,REV-1502 EX+ 16-9_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FRANK S. WARD
FILE NUMBER
21-04-1014
All real property owned solely or as a tenant in common must be reported at faIr market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
,.
DESCRIPTION
VALUE AT OATE
OF OEATH
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV.1Sl3El\+j1.97j
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FRANK S. WARD
FILE NUMBER
21-04-01014
ESTATE OF
All property jointly.owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
DESCRIPTION
The Hartford Annuity # 711273249
The Hartford Annuity # 711078477
PNC stock 356 shares @ 53.27
VALUE AT DATE
OF DEATH
13,711.67
21,409.83
18,964.12
TOTAL (Also enter on line 2, Recapitulation) $ 54 , 08 5 . 62
(If more space is needed, insert additional sheets of the same size)
REV-1507 EX+ (1-97)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
FRANK S. WARD
FILE NUMBER
21-04-01014
AU property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
TOTAL (Also enter on line 4, Recapitulation) $
(\t more space is needed, insert additional sheets of the same size)
"CY''''''''''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FRANK S. WARD
FILE NUMBER
21-04-01014
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2 .
3.
DESCRIPTION
VALUE AT DATE
OF DEATH
178.00
249.71
106.20
PNC Stock dividend
Highmark/Blue Shield premium refund
Medco Health prescription refund
TOTAL (Also enter on line 5, Recapitulation) $
(It more space is needed, insert additional sheets of the same size)
533.91
REV.lsOO EX + (1-97)
.
SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
FRANK S. WARD
21-04-01014
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S} NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number_ Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate_ VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-,151,o EX+ (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
FRANK S. WARD
21-04-01014
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM I~CLUDETHE NAME OF THE TRANSFEREE, Tl-IEIRRELATIO~SHIPToOECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSI~~ TAXABLE VALUE
ATTACH A COPY OF THE DEED FOR REAl ESTATE
NUMBER VALUE OF ASSET INTEREST IFAPF1.ICABLE
1.
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) _
W
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
FRANK S. WARD
21-04-01014
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Musselman Funeral Home 3,937.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City .- State _ Zip --
Year(s) Commission Paid:
2. Attorney Fees Thomas D. Gould 1,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant JOY 1- WARD
Street Address
City ._- State ._Zip
Relationship of Claimant to Decedent WIFE
4. Probate Fees 69.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 8,506.50
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-fSI2EX.p-9?j
ESTATE OF
.'
<f~v .
~, - - ~
COMMON'NEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FRANK S. WARD
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-04-01014
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
AMOUNT
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV~1513 EX+ (9~OO~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FRANK S. WARD
FILE NUMBER
21-04-01014
1.
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 lal (1.2)]
JOY I. WARD WIFE
32 WEST MAIN STREET
SHIREMANSTOWN, PA 17011
AMOUNT OR SHARE
OF ESTATE
NUMBER
[
100%
46,113.03
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
,.
TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.15DO COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
I, Frank S. Ward, of the Town of Shiremanstown, County of
Cumberland, and State of Pennsylvania, being of sound mind, memory
>~anQJvu~ePstahding, do make, publish and declare the following to
be my last WILL AND TESTAMENT, hereby revoking any and all former
':"Cwills made by me.
FIRST: I direct my Executrix, hereinafter named, to pay all
my funeral expenses, administration expenses of my estate,
including inheritance and succession taxes, state or federal,
which may be occasioned by the passage of or succession to any
interest in my estate under the terms of this instrument, and
all my just debts, excepting mortgage notes secured by mortgages
upon real estate.
SECOND: All the rest, residue and remainder of my estate,
both real and personal, of whatsoever kind or character, and
wheresoever situated, I give, devise and bequeath to my beloved
wife, Joy Irene Ward, to be hers absolutely and forever.
THIRD: If my said wife does not survive me, then I give
devise and bequeath such rest, residue and remainder of my estate
to my beloved children, Frank, Jr., Karen Irene, and Susan Kay,
to be theirs absolutely and forever.
FOURTH: I hereby appoint my wife, Joy Irene Ward, as Executrix
of this my LAST WILL AND TESTAMENT. If she does not survive me,
> WARP
then I appolnt Frank S. Ward, Jr., Karen Irene ~ and Susan Kay
D~~~~1 as Executor/Executrix of my estate. I direct that no
Executor/Executrix serving hereunder shall be required to post bond.
3vJ.
acel!;
!J.
IN WITNESS WHEREOF, I
"")
i-'J .
".j-tit{;J1{a~JF-ulJU
have hereunto set my hand and seal at
this
13
1/1
day of
"72 )
. f.CTZ/.e,r",,&L--198 6 .
,;7/Ld/id"~ 1J:v.--L
Signed, sealed, published and declared to be his LAST WILL
AND TESTAMENT by the within named Testator in the presence of us,
who in his presence and at his request, and in the presence of
each other, have hereunto subscribed our names as witnesses:
/ /"- I' /l 1 \' ~
\, /:(/;YR-tff1-- a-. ~i-.-V~ of ~C~'l>"JI:, ~G, t~~
''7,,{; c::J ctA'''M of (:,,~ 1(d',!'J ~<<
I I '-- I
.0 () A
~ ~(VYG-7"v-~
STATE OF
iJ(\
i~"~~y/
. '-3f
llIj 'tJ () I-
nally appeared r ~ 'L--C.z.-~.-"vJr)
~t ;: r ~..~~"- ~~ '
who being duly sworn deposit and say that they attested the said
will and they subscribed the same at the request and in the presence
of the said Testator and in the presence of each other, and the said
Testator signed said will in their presence and acknowledged that he
had signed said will and declared the same to be his LAST WILL AND
TESTAMENT, and deponents further state that at the time of the
execution of said will the said Testator appeared to be of sound
mind and memory and there was no evidence of undue influence. The
deponents make this affidavit at the request of the Testator.
I
~~-~
COUNTY OF
___v-jr'i
~rs
and ,
.
Subsc~bed and sworn to before me this
day of VJA)rO--/~, _~, 1986.
?
r'3~
~Vr-lSJ--t/)/'--er--I\
1. tJE ~;:!::g%H~A~!, fhTf{d'iV rtmuc
S(i:RH~MlFO':'!jfJ 1:.:J~~, (:u~_mEHlAftlO CNWTi'
MY cor#.f.~;SSlm~ Ei;flR~S JA~. 7, 1981
~Wli)9r, Pam1sy!,:,zm:a 1\J.;~c:::iMion of rlotatles
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
(]\PPRAISEHENT, ALLOIIANCE OR OISALLOIlANCE
, OF DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF lNOIVlDUAL'TII'XEllc','-
INlERITANeE TAX DIVISION. .,.
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (03-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-16-2005
WARD
09-20-2004
21 04-1014
CUMBERLAND
101
AltOunt R..l tt.d
2nOSrt~,(20 PHi2=42
FRANK
S
CLERi( OF
~D' ","'Q (',-, lilT
THOMAS D " 5"l~,\Jj;,!
2 E MAIN 'V.. '. ' '.',:
SHIREMANSTOWN PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
11!V-"M~"Yf.m.m~'1I!'.mtm.W.!MMltrrJlM!!'.mr.lWl1lTftMMt'~.YCtWJlM!!'.IlJt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARD FRANK S FILE NO. 21 04-1014 ACN 101 DATE 05-16-2005
TAX RETURN liAS: (X) ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposlts/Hisc. Personal Property (Schedule E)
6. Jointly Owned Prop.rty (Schedule FI
7. Transfers [Schedule G)
8. Total Assets
.00
54.085.62
.00
.00
533.91
.00
.00
(81
NOTE; To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax paYllent.
(lJ
(21
(31
(41
(51
(61
(7]
54,619.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total D.cIuctions
12. Net Value of Tax Return
13. Charitabla/Govern.-ntal Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estat. Subiect to Tax
8,506.50
(91
1101
.00
IllJ
1121
1131
(141
R.IiD'; liD
46,113.03
.00
46,113.03
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total ~ abb
ASSESSMENT OF TAX:
15. Attount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 .t Sibling rat. (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
46,113.03 X 00 =
. 00 X 045 =
.00 X 12 =
.00 X 15 =
1191=
.00
.00
.00
.00
.00
TAX CREDITS:
.+, AHOUNT PAID
DATE NlIHBER INTEREST/PEN PAID (-I
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I
Cumberland County - Register Of will::;
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
WARD JOY IRENE
32 WEST MAIN STREET
SHIREMANSTOWN, PA 17011
RE: Estate of WARD FRANK S
File Number: 2004-01014
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 dyin<:J 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:
9/20/2006
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,
II r~. A ~
U;' / . '-7'v
.J62//JZd.ti:..., ;L7Z1lUlR/-UJ.t!;;;4.6 ..
?
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/27/2006
GOULD THOMAS D
2 E MAIN STREET
SHIREMANSTOWN, PA 17011-6309
RE: Estate of WARD FRANK S
File Number: 2004-01014
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 lS due by:
9/20/2006
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,
If! (~' ~~"
tf/j '" . / '/
,lJ2utdL CJ::~J!A:J. ~,( . .
/ .
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)