HomeMy WebLinkAbout01-0223
PETITION FOR PROBATE and GRANT OF LETTERS
204-03-2122
No 21-G. 0\(;)3
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Estate of
also known as
Fay S. Woods
Social Security No.
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executrix
in the last will of the above decedent, dated October 21, 1987
and codicil( s) dated Nt A
Norman W. Woods died May 8, 2000
named
(state relevenatcircumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania,
with her last family or principal residence at
801 North Hanover Street, North Middleton Township, Carlislie, Pennsylvaia
(list street, number and municipality)
Decedent, then 82 years of age, died Feb. 16, 2001
at North Middleton Township, Cumberland County, Pennsylvania
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:
0.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary~ administration c.t.a.~ administration d.b.n.c.t.a.)
thereon.
Emily N. Thomas [1~ /fJ ~
301 E Hillcrest Drive 7
Carlisle PA 17013
UATH U1<' l'J.<.;RSUNAL R~l'RS~NTATl V ~
COMMONWEA TLH 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
before me this ? 1 S T day of
FebrUary~~ . ~ Oiv~
. 7J. {. J J-UJ 1J
'Ja~~eWls _ : -- -.- - - n - Register
I _ I
['.~ IJtI ~
Estate of
No. 21-0. _ 223
Fay S. Woods
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
FEBRUARY 27, 7001
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated_ October 21,1987
described therein be admitted to probate and filed of record as the last will of
Fay S. Woods
and Letters Testamentary
are hereby granted to Emily N. Thomas
FEES
$ 80 . 00
$ 3.00
$ 3.00
$ s.oo
Total_ $ 91.00
Filed.......... f.~.~g.V!~g.y. ..?.?.? .?9.91
~Q'~e&lln~.
. Register of Wills .
MARY CLEWIS
Robert~.Frey 6274
ATTORNEY (Sup. Ct. LD. No.)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
Probate, Letters, Etc.
Short Certificates(1 )
Renunciation
X-Page
JCP
(717) 243.5838
PHONE
.-
~
,..? ....~..
Called attorney on 2-27-01
[105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~~.~~~~
Local Registrar
Fee for this certificate, $2.00
p
6948309
FEB 1 9 2001
Date
H10S.143Aev.2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
~INT
..
COUNTY OF OE.,fJ'H
82
.........5 DECEDENT EVEA IN
u,S. ARMED FORCES?
",.0 No~
SEX
2. F
STATI FilE NUMBER
SOCIAL SECuRITY NUMBER
lENT
INK
NAME OF DECEDENT (FIrst Midclle. Las)
I.
Fa
S. Woods
UNDER' YEAR
Months 0..,.
,. 204 03
c. 2/16/2001
UNDER 1 DAY
t-tourw Minut"
BIRTHPLACE r,C.ty and PlACE OF OEAJH fCt>eck Ol"ty Ol"e.- '"" tt'lSlrucl.ont "" Other Sldel
3ta.. 01 Fcreogtl CaunIl'V} HOSPITAL:
Carlisle, PA ,__0 ER/Ovtoo,..nt [j
7. ...
FACIlIT"r' NAME (I' no! onSf1\Jtlofl. lflve stree1 anO r\l,Ifnl)eft
~,o
DECEDENT'S USUAL OCCUPRtON
(~~_~,,=::;':l,:r
"L Harerna.ker ".. Her own hare
DECEDENT'S MAjUNG AOOAESS (Street Cit'yITown. StaN, ZtpCoo.) DECEDENT'S
ACTUAl
RESIDENCE
<SeeonltAJC1lOn1
onorl'1ef'SldeI
12.
MARITAL STRUS. Married
N....... Married, Wclowed.
-(5pecolyj
,.. Wicbwed
RACE. Arn.nean Indian. Black, White. etc.
,_,
I.. White
SURVMNG SPOuSE
(It ....... 9'W IT\8IOIllrl namal
~\
... Cumber land
178. $Iala
PA
17c.~ 'M,dKedenllMdln
-
301 Hillcrest Drive
,0. Carlisle, PA 17013
FATHER'S NAME (Firsl. ModdIe. last)
II. John H. Morrison
INFORMANT'S NAME (T-"''''I
200. Emil N. Tha'ras
METHOO OF oeSPOSITION
O ...... ~ C'....I"" 0
DoMtion 0... (SpecIyl.
"L
StGHRURE Of F
,n.Coun
""'
--
1ft...
Cumberland -' 11..0 =..'::::'..
MOTHER'S NAME (FlISt Middle. Malden Sufname)
Sara E. Hench
Cily-'
...
INFORMANT'S MAtuNG AOOAESS 1StrHl.. Citylklwn. Slate. Zo Codel
.... 301 Hillcrest Drive, Carlisle, PA 17013
PlACE OF OISPOSITlON - Name at Cemetery. CramalOly lOCRtQN . CitylTown. ~.... Lip Code
0l'0I:,*~
21'L!estminster Mem. Grds.
NAME ANQ ADDRESS OF FACILITY
22c. EWlllg Brothers
LICENSE NUMBER
"..Carlisle, PA 17013
Funeral Hane, Carlisle, PA 17013
/~,lt7e?/
Noia"
'fi ~.
DUE1O~EOf)'
...
:~-=-n
I 0ftMl and dMIl'l
~
PART A: Other signiftcant ~ COl"Ilfibutlng 10 dMtFl. but
noI mulling in 1M underIyW'IQ ~ giwen in PART l.
t b.
C.
..
........
DUE 1O(ClA A$A CONSEQUENCE OF):
DUE 10 (OR AS A CONSEOUEHCE Of),
WERE AUtoPSY FlNOINGS MANNER Of: DEATH
AWU\81.E PRIOA 10
COMPLETtON OF CAUSE Ii( 0
OF 0E.<rH' - Hornicidl
........ 0 Pending InvestigatiOn 0
Y.. 0 No 0 .....,. 0 Coutd noC tilt detarmtned 0
DATE OF INJURY
(Monlh. Day, 'lUr)
TIME OF INJURY
INJURY /fJ WORK? DESCRIBE HON INJURY OCCURRED.
",. 0 No~
- ....
CERTWlEfII lCh<<lt only one)
aCERTWYlHG PHYStCIAN (PhY'C"" cMlfying eause d death 'II'heft anothet' pt'lvsc.an1\U pt'Of'\OIJnced deall'l ana cornOteled"em 23)
101he bntot",yk~.dellttloceUrrecll"'to""'C.uH(.).ndma~.. atatM..............................
...
3011. 3Gb.
PLACE OF INJURY. AI hOme. farm, 11,..1, lactOfy. otftce
buiIdInQ. etC.ISpectfYl
300.
M. 3OC.
.UEDICAl EXAMINER/COAONEA
On the tt.sis of ...min,tlon and/or Investigation. In my opinion, d..n, occurred al th. time. d.le, and place. and due to the c.u..{a} and
manner..'taled.....,..........,."...,.,..,........ ,...,..,.,........ ......,.,.,.. ...."."" ......,.,.".... ...
31..
F1EGISTFlAFrs StGNATUFI
MSER
o
"pftOHOUNClNG AND CERTIFYING PHYSICIAH IPhySlClBtl boltl pr~.ng a.8th .nd cendV'1'l9 10 cause of (Ieathl
To the ~ 01 my kl"O~fl. deal" occurred althe dine. dal., and p1ac., and due to the uuM(.) ancl ma""" a. .talltd..
I~ h)..d 101
...
DATE FILED (Monltl. ~......I)
34. \~~ I
\'\ aC5b \
I
'Y
C"t;:,
b
~
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,y
'-,..j
~
~
\tJ
LAST WILL AND TESTAMENT
OF
FAY S. WOODS
I, FAY S. WOODS, of 66 Wilson Street in the Borough
of Carlisle, 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 by me at anytime
heretofore made.
1. I direct my hereinafter named Executor to pay all
of my just debts and funeral expenses as soon after my death
as may be found convenient to do so.
2. 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 my husband, Norman W. Woods, his
heirs and assigns, to the exclusion of my children, born and
unborn, provided my said husband, Norman W. Woods, shall survive
me by a period of ninety (90) days.
3. Should my said husband, Norman W. Woods, predecease
me or fail to survive me by the aforesaid period of ninety (90)
days, then in such event 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 in equal shares to
my five (5) children, their heirs and assigns, the share of any
deceased child to pass to his or her issue, per stirpes, and
if there be no issue, then such share shall lapse. My said five
(5) children being: Robert L. Woods, Joan E. Gitt, Emily N.
Thomas, Irene E. Barsh and Mary F. Kipe.
4. Should any person less than eighteen (18) years
of age be entitled to distribution from my estate, I direct such
share shall be paid to my hereinafter named Executor or Executrix,
but if neither of them agrees to serve, then to Farmers Trust
Company, and its successors, 1 West High Street, Carlisle,
Pennsylvania, in trust, to invest the same and to pay the income
arising therefrom together with so much of the principal thereof
as in the opinion of said Trustee is necessary or desirable to
be expended for the proper maintenance, support and education
of such person, to the person having custody of such person,
and upon such person attaining eighteen (18) years of age to
pay to him or her the then remaining principal together with
any undistributed income.
5. I hereby nominate, constitute and appoint my said
husband, Norman W. Woods, as Executor of this my Last Will and
Testament, but should he predecease me or fail to qualify, then
in such event I nominate, constitute and appoint my daughter,
Emily N. Thomas, as alternate or successor Executrix, but should
she fail to qualify or cease serving as such, then I nominate,
constitute and appoint my son, Robert L. Woods, as alternate
or successor Executor, and I further direct that neither my said
husband nor either of my said two children shall be required
to post any bond to secure the faithful performance of his or
Page 1 of 2 pages
her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have hereunto
seal to this my Last will and Testament, written
this 21st day of October , 1987.
set
on
my hand and
two (2) pages
ftLL( 1 (J)~
Fa~} S. Woods
(SEAL)
Signed, sealed, published and declared by Fay S. Woods,
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.
~ f....
h~
;:'
$t~L
,
71( /tv.-OJ t.
()
Page 2 of 2 pages
21 - 01 - 22.3
REGISTER OF WILLS OF CUMBER I AND COUNTY
OATH OF SUBSCRIBING WITNESS
ROBERT M FREY
)tXl~m
~)ll'&lX) a subscribing witness to the will presented herewith, OO.OCIX) being duly qualified according to
law, depose(s) and say(s) that HE WAS present and saw
FAY S WOODS
the testat R I X , sign the same and that HE signed as a witness at the
request of testaLR1L in h FR presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
tcJ.~ h < 'L, ~
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
h) being duly qualified according to law, depose(s) and say(s) that
~miliar with the signature of __ ~
''''''-
testat_ of (one of the sUbscri~i"i1g-.,,~itness 0 the presented herewith and
codicil
that believes'~ signature on the will is in the handwriting of
................
to the best of
affirmed and subscribed before
day of
19_
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Mary E. Gensler
~)(
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that she was present and saw
Fay S. Woods
the testat rix , sign the same and that .,h~ signed as a witness at the
request of testat rix in h 1"1' presence and (in the presence of each otl}.er) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 26TH
2001
sPA 17007
(Address)
(Name)
(Address)
..'" .
,;...~ --
REGISTER OF WILLS OF COUNTY._
OATH OF NON-SUBSCRIBING WITNESS
each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
\, codici.
testat of (one of the III presented herewith and
codicil
that Ignature on the will is in the handwriting of
Sworn to or affirm
me this
and subscribed before
day of
19
(Name)
to the best of
(Address)
Register
(Name)
(Address)
217 . 07/91/_ U1E3~fl_d
REV-1500 EX (6-QO) . REV -1500
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601 FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 . 0 2 2 3
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
.... Woods, Fav S. 204-03-2122
~ DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLlCATEWlTH THE
Cl
W 2/16/2001 1/19/1919 REGISTER OF WILLS
lrl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Cl
204-03-2122
w [8:], DriginaJRelum 02 Supplemental Return o 3. Remainder RllIum (dale 01 death prior to 12-13-82)
~
SOl 04 D4a. Future Interest Compromise (date of death after 12-12-82) 05. Federal Estate Tax Return Required
"'0:'" Umited Estate
u~u
wOO [8]6 07
"o:~ Decedent Died Testate (Altach copy ofWiIJ) Decedent Maintained a living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
u8:~
.. 09 010. SPOU58IPov.rtyCr8d~(dateofd8.lhbetw<o.1l12-31-91Ind1-1-95) 011. Election 10 lax under Sec. 9113(A) (Attach 5ch 0)
Uligallon Proceeds Received
.... THIS$ECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAI..TAX INFORMATION SHOUI..D'BE'DIRECTIOD Tq,.
z NAME COMPLETE MAILING ADDRESS
~
z Robert G. Frev 5 South Hanover Street
&: FIRM NAME (If Applicable) Carlisle PA 17013
en
w Frev and Tilev
a:
a: TELEPHONE NUMBER
0 1/717)243-5838
()
OFFICIAL. USE ONLY
" Real Estate (Schedule A) (1) NONE ;:10
2. Stocks and Bonds (Schedule B) (2) 3i- r::3 ::x:J~
l~,l ' <n <:'J
.,.....
3. Closel')' Held Corporation. Partnership or Sole-Proprielorship (3) NONE ~}, '- ,....,
~ :; ::0>
Z
4. Mortgages & Notes Receivable (Schedule D) (4) NONE -
5, Cash, Bank Deposits & Miscellaneous Personal Property V1
(Schedule E) (5) 20,722
, . -0
6. Joinlly Owned Property (Schedule f) (6) NONE ~
_.- ..,
Z o Separate Billing Requested "1-':. N
."'0."
0 ~
~ 7. Inter-Vivos Transfer & Miscellaneous Non.Probate Property
..J (Schedule G or L) (7) NONE
::>
....
a: TOTAL GROSS ASSETS (total Lines 1.7) (8) 20,779
00: 8.
1rl 2,575
a: 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Uabilities, &. Liens (Schedule I) 10) 95
11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 2,670
12. NET VALUE OF ESTATE (Line 8 minus Une 11) (12) 18,109
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 0
14. Net Value Subject to Tax (Line 12 minus LJne 13) (14) 18,109
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Une 14 tal/.able at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2) x ,0 (15) 0
Z -
0
>= 16. Amount of Line 14 taxable allineal rate 18,109 x .0 0 (16) 815
00:
....
::>
0- 17. Amount of Line 14 taxable at sibling rate ,12 (17) 0
:;; x
0
()
X 18. Amount of Una 14 taxable at collateral rate X .15 (18) 0
<(
....
19. Tax Due (19) 815
200 ~gi[ifil_~fIlmlli!~&'~.tllfiilQE\I&&.
( 1(" - .;:2 I 2:, - ~)v I
'- G.
>>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANDRECHECK MATH < <
217
204-03-2122
Decedent's Complete Address:
STREET ADDRESS
301 East Hillcrest Driw
CITY I:TATE \ZIP
Carlisle PA 17013
Tax Payments and Credits:
,.
2.
Tax Due (f'age 1 Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
<'l
815
Total Credits (A + B + C) (2)
o
3.
Interest/Penalty if applicable
D.lnterest
E. PenallY
11
4.
TOlallnterestJPenalty ( 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 t.o request a refund
(3)
11
OF
(4)
(5)
(5A)
(5B)
AGENT
o
826
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.
B. Enter the total of Line 5 + sA. This is the BALANCE DUE.
826
to:
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,. Did decedent make a transfer and: Yes No
.. retain Ihe use or income of the property tranSferred; 0 [8]
b. retain the right to designate wllo shall use the property transferred or its income; 0 [8]
c. retain a revef"$ional'f interest, or 0 [8]
d. receive the promise for life of either payments, benefits or care? 0 [8]
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death 0 [8]
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? 0 [8]
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a benefiCiary designation? .
o
[8]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
1//)/02
o "<--
5 South Hanover Street, Carlisle, Pennsylvania 170
'-'><::Hii!mmr ,',;'";h,,, iiiLjinr:W HHlHjiiiiLi jimmUmW;!} ;iiu;W mm;,;; <en i!i!a!i!;iE"""'"
""""<"'inn\HH\jL(""i"""" "(;(H;;:;i
For dates of death an or after July \, '994 and 'oefore January '\.1995, Iheta)'. rate imposed on Ihe net value of transfers to or far Ihe use ollhe survivJng 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 r10t exempt a transfer to a surviving spouse frorn 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 or\ or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one yellrs of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent o~ the child \sO%[72 P.S. ~ctior. 9110(a)\1.2)).
The tax rate imposed on the net value of transfers 10 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)].
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)j.A sibling is defined, under Section 9102, es an
\mli'J\dua\ who has at least one pOlren\ in common w'llh the decedent, wnether by blood or adoption,
AT
REV-1503 EX + (1-97) (I)
COMMONWEALTH OF PENNSY\..VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Woods, Fay S.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-0223
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Microsoft, Certificate #MS497021
57
TOTAL (Also enter on iine 2, Raeaoitulalion) $
(If more space is needed, insert additional sheets of the same size)
57
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couNrERSIGNEDoA~~HAREHOLDER ~ENT AND REGISTRAR
CHASEMELl TAANSFER />.
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MICROSOFT CORPORATION
The corporation will furnish to any shareholder upon request and without charge a full statement of the designations,
preferences, limitations, and relative rights of the shares of each class authorized to be issued.
The following abbreviations, when used in the inscription on the face of this certificate, shall be construed as though they were
written out in full according to applicable lows or regulations:
TEN COM
TEN ENT
JT TEN
-as tenants in common
-os tenants by the entireties
-os joint tenants with tight of
survivorship and not as tenonts
in COmmon
UNIF GIFT MIN
ACT-.,.. uu__. .Custodian..........._
(Cust) (Minor)
under Uniform Gifts to Minors
Act.__.._____....
(Stote)
Additional abbreviations may aha be used though not in the above list,
For Value Received,
hereby sell, assign and transfer unto
PLEASE INSERT SOCIAL SECURITY OR OTHER
IDENTIFYING NUMBER OF ASSIGNEE
(PLEASE PRINT OR TYPEWRITE NAME AND ADDRESS, INCLUDING ZIP CODE, OF ASSIGNEE)
Shares
of the Common Stock represented by the within certificate, and do hereby irrevocably consti.
tute and appoint
Attorney
to transfer the said shares on the books of the within named Corporation with full power of sub.
stitution in the prem ises.
Dated
NOTICE:
TttE SIGNATURE lO ltllS ASSIGNMENT MUSl CORRESPOND Wlltl ltlE NAME AS WRITTEN UPON ltlE FAC[ 0'
TtlE cnlTlrlCAn IN EVERl PARllCULAR,WllttOUl ALTERAlION OR ENLARGE ME'HORANYC><ANG[W><ATEVER.
Signature(s) Guaranteed:
By
THE SIGNA TURE(S) MUST BE GUARANTEED BY AN ELIGIBLE GUARANTOR INSTITUTION
(BANKS. STOCKBROKERS, SAVINGS AND LOAN ASSOCIATIONS AND CREDIT UNIONS WITH
MEMBERSHIP IN AN APPROVED MEDALLION SIGNATURE GUARANTEE PROGRAM) PURSUANT
TO S.E.C. RULE 17Ad-15.
AT
REV-1508 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITA.NCE T.A.X RETURN
RESIDENT ECEDENT
ESTATE OF
Fay S. Woods
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0223
Inch.lde the proceed$ of I~igelion and the date the proceed, we'e received by the estate. ALL PROPERTY JOINTlY-OWNEO WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
2.
3.
DESCRIPTION
VALUE AT DATE
OF DEATH
20,720
2
o
Orrstown Bank, Account #106000393
Accrued Interest to February 16,2001
Investment with "Greater Ministries"
TOTAL (Also enter on line 5 Recaoitulationl $
(Jf mnrp c:n~r~ ic;: n,:"""rfaM ineor+ o:lrlrliti,..,.....,.I ~ho."'''''' ,...~ j.1,.,.~ ---- _:_-,
20,722
~---'_.~'
~
ORRSfOWN
BANK
TO:
Robert M. Frey
Frey & Tiley
5 South Hanover Street
Carlisle, PA 17013
FROM: ORRSTOWN BANK
P.O. BOX 20
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Fav S. Woods
DECEASED
DATE OF DEATH: February 16. 2001
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1) CHECKING ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
106000393 Fay S. Woods 08-14-98 20,720.00 1.70
(2) SAVINGS ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
(3) CERTIFICATES OF DEPOSIT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
Date: 03-29-01
By: Wendy Bullock
PO Box 250. Shippensburg, PA 17257 . (717) 532-6114. (717) 532-4143 Fax. www.orrstown.com
NOTES
Re: Valuation of Greater Ministries International
The Decedent, during his lifetime, made "investments" totaling $4,500.00 in the
Faith Promise Program of Greater Ministries International. Those persons who made
gifts to Greater Ministries International were promised that in return for the gifts made
to the Ministries, they would receive "gifts back" in amounts several times more that
their original gift. Due to complaints by various participants, investigations by various
government agencies determined that the Faith Promise Program of Greater
Ministries International was a fraudulent Ponvi scheme. Attached to the Inheritance
Tax Return is a notification from the Pennsylvania Securities Commission dated
October 29, 1999, imposing a permanent injunction against Greater Ministries, Inc.
Also attached is notification of bankruptcy filing in the Middle District of Florida
Bankruptcy Court. Attached also is a letter dated April 18, 2001, from the United
States District Court Probation Office explaining certain victims restitution rights of
investors as a result of the conviction of one of the principals in Greater Ministries
International.
Although we have made repeated attempts to determine from the Probation
Office of the United States District Court concerning any possible restitution, we have
been unable to receive any information other than a recorded message. Finally,
attached is notification obtained from the Commonwealth of Pennsylvania web site
outlining penalties against Greater Ministries, International and also quoting one of the
principals as denying any obligation to refund any money. Below this summary is a
copy of an article from the Tampa Tribune, outlining the efforts to locate assets of
Greater Ministries, and the limited assets actually located.
Based on the foregoing, we have listed the Decedent's "investment" in Greater
Ministries International, as having no value. The fact that an investigation has been
pursued for two years, having located only one tenth of the estimated investments
indicate that there is no reasonable likelihood of any return to the investors.
Furthermore, if any return ever would be made, the timing and the amount are so
speculative as to have no value at this time.
RGF/tl
attach.
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FORMBIO '01I1ci.1 Fonn 10"9/97)
UNITED STATES BANKRUPTCY COURT PROOF OF CLAIM
MIDDLE DISTRICT OF FLORIDA, TAMPA DIVISION
Name of Dehtor Case Number:
GREATER MINISTRIES JNTERNATlONAL 99-13967-8Bl
Note: This form should not be used to make a claim for an administrative expense arising after
the commencement of the case. A "request II for payment of an administrative expense may be filed
nursUOllt to II U.S.C.S 503.
Name of Creditor (The person or other entity to whom the o Check box if you are aware that
debtor owes money or property): anyone else has filed a proof of
claim relating to your claim.
--------------- -~ ,\ttach copy of statement giving
Name and address where notices should be sent: particulars.
o Check box if you have never
received any notices from the
bonkroptcy court in this case.
o Check box if the address differs
from the address on the envelope
Telerhone Number. sent to you by the court. l'HlsSPACE1SFGRCOmT UlEONLv
Account or other number by which creditor identifies debtor: Check here if Clreplaces
this claim Clameuds a previously filed claim, dated
1. Basi. for Claim Cl Retiree benefits as defined in II U.S.e. ~1l14(a)
Cl Goods Sold Cl Wages, salaries, and compeusation (fill out below)
Cl Services Perfonued Your SS #:
Cl Money Loaned ---
Unpaid Compeusation for Services Perforrued
Cl Personal injmy/wrongful death from to
Cl Taxes (date) (date)
Cl Other
2. Dail> debt ....Incurred: 3. If court judgment, date abtalned:
4. Total Amount of Claim at 11me Case Flied: S
If aU or part of your claim is secured oreutitled to priority, also complete Item 5 or 6 below.
Cl Check ibis box if ;e...incIUdeS interest or other charges in addition to the principal amount of the claim. AlIBch itemized s1atement of aU
interest or additional c .
5. Secured Claim. 6. Unsecured Priority Claim.
Cl Cbeck tbi>; box if your claim is secured by collateral (including ClCheck Ibis box if you have an UIlSeoured priority claim
o right of setoft). AmotUlI entitled to prionty $ -
Brief Description of Collateral: SpecifY the priority of the claim:
Cl Real Es1ale ClMolor Vehicle ClWages, salaries, or conmUssions (up 10 $4(00), . earned within 90 days
Cl Other ~~. before filing of the bankruptcy petition or oessation of the debtor's
business, whichever is earber - IIUS.C. * 507(aX3).
Value of Collateral: $ ClContributions to an employee benefit plan - ]] U.S.c. *507(aX4).
ClUp to $ 1,800' of deposits toward purchase, lease, or rental of property or
services for peI>OIIll!. family, or household use - 11 U.S.e. * 507(aX6).
CJAlimony, maintenance, or support owed to a spouse, tonner spouse, or
child - I I U.S.e. * 507(aX7).
Amount of arrearage and other charges at time case filed ClTaxes or penalties owed to govemmenlal units - 11 U.S.c. * 507(aX8).
Ulcluded in seoured claim. if any: $ ClOlher - SpeciJ). applicable paragrnph of 11 u.s.e. * 507(0)(_).
*Amou,,/~' are suhject /0 atyusfment on 4/1/98 and evelY 3 years therea.fter
with reSfJPct 10 cases commenced on or afler the dale viwJ;uatmenJ.
Date Sign and print the name and title, if any, of the creditor or other person authorized to file ibis Dm SPACF IS rr;R COl"T USE OHLY
claim (oltach copy of power of attorney, if any):
Cloim#:
PenaltyjOr presenting.li'audulentclaim: Fine of up to $500,000 or imprisorurn:nt for up to 5 years, oc hoth 18 U.S.C. ** 152 and 3571.
006721
FORM BIO (Official Form IOV9/97\
INSTRUCTIONS FOR PROOF OF CLAIM FORM
The instrrJctions and definjJjQns be/ow are general explanations of the Jaw. In partjcular types of cases or circllmstances, such as bankruptcy cases
thaJ are nO/filed voluntarl{v hy a debtor there may be exceptions to these general rules.
----- DEFINITIONS -----
DelNDr
The person, corpocation, or other entity 1I1at
has filed a bankruptcy case is called the
debtor.
CretIiIor
A creditor is any person, C01p<41ltion, or other
entity to whom the debtor owed a debt on the
date that !be hankruptcy case was filed
Proof of Claim
A form telling the hankruptcy court how much
the debtor owed a creditor at the time the
bankruptcy case was filed (the amount of the
creditor's claim). This form must he filed with
the clerk of the bankluptcY court where the
bankruptcy case was filed.
Secured Gaim
UM8CJIt'etl Claim
A claim is a secured claim to !be extent that
the creditor has a lien on property of the
debtor (collateral) that gives !be creditor tha
right to be paid from that property before
creditors who do not have liens on the
property.
If a claim is not a secured claim it is an
nnsecnred claim. A claim may be partly
secured and partly UDseCured if the property on
which a creditor has a lien i, not worth enough
to pay the creditor in full
UM8CJIt'etl Priority Claim
Examples of lien, are a morl!;ilge on real
estate and a security interest in a car, truck,
boa~ televi,ion se~ or other item of property.
A lien may have been obtained through a
court proceeding before the bankluptcY case
he!;ilfi; in some states a court jndgment is a
nen. In addition, to the extent a creditor also
owes money to the debtor (has a right of
,etoll), the creditor's claim may be a secured
claim. (See also Unsecured Claim.)
Certain types of nnsecnred claims are given
priority, so !bey are to be paid in bankruptcy
cases befOre most other unsecured claims (if
there is sufficient money or property available
to pay these claims). The most common types
of priority claims are listed on the proof of
claim form. Unsecured claims that are not
specifically given priority status by the
bankruptcy laws are classified as Unsecured
Nonpricrily Claims.
Items to be completed in Proof of Claim form (if not already nJ/ed in).
Court, Nam. of Debtor, and Cas. Number: 4. Total Amount of Claim at 'IbM Ca.. FOod:
Fill in the mme of the federal judicial district where the Fill in the total amount of the entire claim. If interest or other
bankruptcY case was filed (for example, CentruI District of charges in addition to the priucipal amount of the claim are included,
California1the name of the debtor in the bankruptcY case, and check the appropriate pbsce on the form and attad111l1 itemilation of
the bankrupb;y case munber. If you received a notice of the case the interest and charges.
from the court, all of this infannation is near lit. top of the
notice.
Information about Cro_r:
Complete !be section giving the name, address, and telephone
number of !be creditor, to whom the debtor owes money or
property, and the debtor's acocunt number, if any. If anyone else
has alreody filed a proof of claim relating to this deb~ if you
never received notices from the baokruptcy court about this case,
if your address differs from that tn which !be court sent notice, or
if this proof of claim replaces or changes a proof of claim that
was already tiled, check the appropriate box on the fo1lll.
J.llaolsforClalm:
Check the type of debt for which !be proof of claim is being tiled.
If the type of debt is not listed, check "Other" and brie1!y describe
the type of debt. If you were an employee of the debtor, fill in
your social security number and the dales of work for which you
were not paid.
1. Date Debt ....urrod:
Fill in the dale when the debt first was owed bY the debtor.
3, Court JudllD'ORls:
If you have a court judgment for this de~ ,tate the date the court
entered the jUdgment.
5. Secured Claim:
Check the apprcpriale place if !be claim is a secured claim. You
must state !be type and value of property 1hat is collateral for the
claim, attach copies of the docwnenlation of your lien, and slate the
amount past due 00 the claim as of the date the bankruptcy case was
filed. A claim may be partly secured and partly unsecured. (See
DEF1NITIONS, ahove).
6. Un_ured Priority Claim:
Check !be appropriate place if you have an unsecured priority claim,
and state the amoWlt entitled to priority. (See DEFlNITiONS,
above). A claim may he partly priority and partly nonpriority if, for
example, !be claim is form"", 1han the amonnt given priority by the
law. Check the appropriate place to .peciJY the type of priority
claim.
7. Credits:
By signing this prcof of claim, you are stating under oath 1hat in
calculating !be amount of your claim you have given the debtoc
credit for all payments received from the debtor.
8. SupportlngDocumonts:
You must attach to this proof of claim form copies of documents that
show the debtor owes the debt claimed or, if the documents are too
lengthy, a slllIUIlaI)' of those documents. If docwnents are not
available, you must attach an explanation of why they are not
available.
OO672t
36706006735034
FORM B9F(AII1 (Chanter 11 Cornoration/Partnershin Asset Case) (9/97\ Case Number 99-13967-881
UNITED STATES BANKRUPTCY COURT
MIDDLE DISTRICT OF FLORIDA, TAMP A DIVISION
Notice of Chapter 11 Bankruptcy Case, Meeting of Creditors, & Deadlines
A chapter 11 bankruptcy case concerning the debtor cOlporation listed below was filed on August 26, 1'!99.
Yau may be a creditor of the debtor. This notice lists important deadlines. Yeu may want to consult an attorney to protect your
rights. All documents filed in the case may be inspected at the bankruptcy clerk's office at the address listed below. NOTE: The
staff of the bankruntcv clerk's office cannot Pive I~aal advice.
See Reverse Side For Important Explanations
Debtor (name(s) and address):
GREATER MINISTRlES INTERNATIONAL, INC.
505 SOtrfH F1.AGLER DRIVE
WEST PALM BEACH, FL 3340]
Case Number: I Taxpayer ill Nos.:
99-1396/-8B 1
~ Meeting of Creditors:
Date: October 18, 1999 Time: 10:00A.M. Location: Tampa Convention Center, Ballroom D
333 South Franklin Street
Tamoa. FL 33602
Deadlines to File a Proof of Claim:
Proof of Claim must be received by the bankruptcy clerk's office by the fallowing deadline:
Notice of that Date will be sent at a later time.
Creditors May Not Take Certain Actions:
......
The filing of the bankruptcy case automatically stays certain collection and other actions against the debtor and the debtor's'
property. If you attempt to collect a debt or take other action in violation of the Bankruptcy Code, you may be penalized.
Address of the Bankruptcy Clerk's Office: For the Court:
U.S. &nkruptcy Court Clerk of the Bankruptcy Court:
801 N. Florida Ave
Tampa, FL 33602-3899 Carl R Stewart
Hours Open: Monday - hiday, 9:00 a.m. to 4:30 p.m. Date: September 23, ] 999
(neent federal hoUda~'
006721
The following debtor names and aliases are a matter of record for case 99-13967:
Debtor: GRRATBR MINISTRIES INTERNATIONAL, INC.
dba J.3529 FLETCHER REGENCY, ETC.
dba BANNER MANAGEMENT THREE
dba BANNER MANAGEMENT TWO
dba BAHNlIR /IWlAGBMENT ONE
dba BAHNlIR SBRVICES
dba BBNBVOLENT EQUIPMENT FUND
dba BETHESDA CHRISTIAN FELLOWSHIP
dba CARPBNTER' S GRllATBR RANCH
dba CHEYENNE CROSS AKA CHEYENNE CROSS MINIST
dba CHJn'ENNE CROSS FELLOWSHIP
dba CHRISTIAN COURIER SERVICE
dba EAGLE WINGS COURIER SREVICE
dba EAGLES WINGS MINISTRIES
dba EXBCUTIVE INN RIVERMONT(OF otlBNSBORO, KY)
dba FEDERATION OF INDEPENDENT CHURCHES
dba FELLOWSHIP OF INDEPENDENT CHURCHES
dba GERALD PAYNB, AS TRUSTBE
dba GLOBAL MANAGBMENT
dba GMI/BRM
dba GMI AFRICAN FOUNDATION
dba GOOD SHEPHERD MINISTRIES
dba GOOD SHEPHERD COURIER SERVICE
dba GOOD TIDINGS FELLOwSHIP
dba GRACI COVENANT FlLLOliSHIP
dba GRANADA CHURCH OF FAITH, A MINISTRY
dba GRBATER MANAGBMBNT TRUST BNT.
dba GRBATER MINISTRIES AFRICA FOUNDATION
dba GR.8ATER TRUST
dba GRBATER GOLD MINING
aka GRBATBR MINISTRIBS INTERNATIONAL CHURCH
dba GRBATER MINISTRIES RANCH
dba GRBATER MINISTRIES INTERNATIONAL
dba GRBATER MINISTRIES INTERNATIONAL,GRIlNADA
dba GRBATER MINISTRIES INTERNATIONAL AND AFF
dba GREATER BOTEL MANAGEMENT DBA EXECUTIVE I
dba GRBATBR CllRISTIAN OUTRBACH TRUST
dba GRBATBR ASSURANCE TRUST
dba GR-BATER MANAGBMBN'I' TRUST ENTERPRISES
dba GREATBR MINISTRIES INTI. CHURCH/JACKSONVI
dba GRBATER LANDS FUND
dba GREATER JOY COURIER SIRVICB
dba GRBATER JOY MINISTRIES
dba GRBATBR INTBRNATIONAL !lANK
dba GRBATER HERITAGB COvENANT
dba GRBATER LANDS AKA GRBATBR LANDS FUND
dba GRBATER MINISTRIES MBDICAL MISSION
dba GRBATER MINISTRIES NURSERY
dba GRIlATER MINISTRIBS INTI. OF CAYMAN ISLAND
dba GUATER MINISTRIES THRIFT STORE
dba GREATER MINISTRIES LIBERIA FOUNDATION
dba GREATER INTERNATIONAL BANK OF NAURU
dba GRBATER MISSIONS TO INDIA
dba GREATER MEDICAL MISSION
dba GRBATER WELLNIlSS CENTER
dba GREATER MINISTRIES SHARE RANCH, pASCO
dba GRBATER FAITH nLL01fSHIP
006721 36706006735016
Filing of Chapter 11 A bankruptcy case Wlder chapter II of the Bankruptcy Code (title II, United States Code) has been
Bankruptcy Case filed in this court by or against the debtor listed on the front side, and an order for relief has been
entered. Chapter II allows a debtor to reorganize or liquidate pw-suant to a plan. A plan is not
effective tmless confirmed by the court. You may be sent a copy of the plan and a disclosure
statement telling you about the plan, and you might have the opportunity to vote on the plan. You will
be sent notice of the date of the confinnation hearing, and you may object to Confirmation of the plan
and attend the confirmation hearing. Unless a trustee is serving, the debtor will remain in possession
of the debtors property and may continue to operate any business.
Creditors May Not Take Prohibited collection actions are listed in Bankruptcy Code ~362 Common examples of prohibited
Certain Actions actions include contacting the debtor by telephone, mail or otherwise to demand repayment; taking
actions to collect money or obtain property from the debtor; repossessing the debtor's property;
starting or continuing lawsuits or foreclosures.
Meeting of Creditors A meeting of creditors is scheduled for the date, time and location listed on the front side. The
debtor's representative must be present at the meeting to be questioned under oath by the trustee and
by creditors. Creditors are welcome to attend, but are not required to do so. The meeting may be
continued and concluded at a later date without further notice.
Claims A Proof of Claim is a signed statement describing a creditor's claim. If a Proof of Claim form is not
included with this notice, you can obtain one at any bankruptcy clerk's office. You may look at the
schedules that have been or will be filed at the bankruptcy clerk's office. If your claim is scheduled
and is not listed as disputed, contingent, or Wlliquidated, it will be allowed in the amount scheduled
tmless you file a Proof of Claim or you are sent further notice about the claim. Whether or not your
claim is scheduled, you are permitted to file a Proof of Claim. If your claim is not listed at all or if
your claim is listed as disputed, contingent, or tmliquidated, then you must file a Proof of Claim by the
"Deadline to File a Proof of Claim" listed on the front side, or you might not be paid any money on
your claim against the debtor in the bankruptcy case.
Discharge of Debts Confirmation of a chapter II plan may result in a discharge of debts, which may include all or part of
your debt. See Bankruptcy Code ~1141(d). A discharge means that you may never try to collect the
debt from the debtor, except as provided in the plan.
Bankruptcy Clerk's Office Any paper that you file in this bankruptcy case should be filed at the bankruptcy clerk's office at the
address listed on the front side. You may inspect all papers filed, including the list of the debtor's
property and debts, at the bankrupt")' clerk's office
Legal Advice The staff of the bankruptcy clerk's office cannot give legal advice. You may want to consult an
attorney to protect your rights.
-Refer to Other Side For Important Deadlines and Notices-
EXPLANATIONS
FORM B9F(AIt)(9197)
006721
36706006735025
dba GRBATBR DOMBSTIC MISSIONS
dba GREATER HARVBST
dba GREATERLIlNDS
dba HARVIlST INTERNATIONAL MINISTRY
dba HERBAL RBSI!A.RCH CENTER
dba HERITAGB SISTERS COURIIlR SIlRVICE
dba HERITAGE CHRISTIAN FELLOWSHIP
dba HONTIlRS FUND
dba ISrJlNDBR RESOURCES
dba J.W. WATFORD FARM IVALDOSTA, QA)
dba JUBILEE BREAKTHROUGH
dba KITCHEN KORNER OF GREATER MINISTRIES
dba LEAGUE OF MERCY
dba LIVING WATERS COURIER SERVICE
dba LOBI (MONROVIA, LIBERIA)
dba LYNN FOUNDATION
dba MANNA TRuST
dba MEANS TRUST
dba NEW BEGINNINGS MINISTRIES OF TAMPA
dba OAKHAVEN MINISTRIES
dba OUTREACH MINISTRIES
dba PEACEMAKBRS INTBRNATIONAL
aka R & R COURIBR SBRVICE AKA R & R MINISTRI
dba SAMARITAN CHRISTIAN FELLOWSHIP
dba SAMARITAN COURIER SERVICB
dba SERVCO
dba SERVeO OF KENTUCKY
dba SERVCO DEVELOPMENT
dba SHARB TIM!! RBllABILITATION
dba SHARE TIM!! MINISTRIBS
dba SHIBLD OF FAITH FELLOWSHIP
dba SOLID FOUNDATION MINISTRIES
dba SUNRISE HILL FBLLOWSHIP{DIV OF GREATER
dba TAMPA FREEDOM CENTRE. DIVISION GMI dba THE ANGEL CONNBCTION
dba THE ANGEL COURIER SERVICE
dba THE GREATER BANK (LIBERIA)
dba VOLUNTEER TRUST
dba W R & ELSIE GOOD LIVING TRUST
dba WARRIOR CHRISTIAN SERVANT
dba WORLD & DOMBSTIC MISSIONS
006721
9'}-13967-8111113A-8(2358)#06.
U.S. BANKRUPTCY COURT
801 N. FLORIDA AVE.
TAMPA, FL 33602-3899
006721 67211 AT 0.261 17013 26 2358-1-6721
1",111",111"",,11,,11,,1.,1..,.111.,..1,.,.,.,.....,......
WOODS, NORMAN W
770 S HANOVER ST BOX 4
CARLISLE, PA 17013
006721 36706006735043
Greater Ministries International, Inc. Fined $6.4
Million
Due to Securities Violations and Contempt Charges
Harrisburg, PA, March 2, 1999 -- Commonwealth Court Senior Judge Eunice Ross
issued a Final Order and Decree in the case of The Commonwealth v. Greater Ministries
International, Inc., et ai, on March 1,1999. Judge Ross imposed more than $6.4 million
in civil penalties and costs under the Pennsylvania Securities Act and the Consumer
Protection Law against the Florida-based corporation, its founders, Gerald Payne and
Donald Hall, Payne's wife Betty, and Hall's wife Brenda for violating a court order
enjoining Greater Ministries from offering and selling its securities in Pennsylvania.
Judge Ross also imposed a continuing contempt fine of $2000 a day against the
defendants until they comply with her previous order to stop selling securities in the
Commonwealth, to provide a list of all Pennsylvania investors and an audited accounting
of funds Greater Ministries received from them, the dates of the investments, a refund of
the funds invested by Pennsylvanians after the injunction, and the mailing lists used in
three mass mailings after November 2, 1998.
On November 2, 1998, the Commonwealth, through the Securities Commission and the
Bureau of Consumer Protection, obtained a preliminary injunction to stop ongoing
fraudulent solicitation and sales of unregistered securities, i.e., interests in Greater
Ministries' Faith Promises Program or gifting program. The programs promise to double
a person's investment to Greater Ministries in 17 months. Payne has claimed that Greater
invests in and owns gold, silver, diamond and platinum mines and engages in
international money market trading.
On January 20, 1999, Judge Ross found Greater Ministries and Payne, et ai, in contempt
of the November 2, 1998 Order, and at that time ordered Payne to appear in court on
March I. However, Payne did not appear and instead provided an affidavit in which he
stated he cannot obey the Court, that he can only obey God. Payne also said his religious
beliefs and the First Amendment protected him from having to refund any money or pay
any penalties or fines.
Commission Counsel Luci Jankowski McClure, said in Court that "The Defendants'
religious beliefs or status as a church does not immunize them from having to obey valid
and neutral laws such as the Securities Act or the Consumer Protection Law. The First
Amendment does not give any person or any religious group the right to defraud."
12/5/99 -- 12:13 AM
They gave, and it was not given unto them
By MICHAEL FECHTER of The Tampa Tribune
------------------------------------------------------------------------
TAMP A - Tom Krebs roams the rabbit warren of offices inside Greater Ministries
International and points out the important areas.
Computers and shredders pack rooms where people tracked the money in this former
bank building offInterstate 275 south of the Tampa Greyhound Track.
Greater Ministries exploded from modest beginnings in the early 1990s into an
international financial enterprise when it marketed a money-doubling investment
program catering to Christian fundamentalists.
Now, seven people who created and pushed the program await trial in federal court in
Tampa on charges offraud, money laundering and conspiracy. The trial had been
scheduled for this month, but was postponed when the group's lawyer bailed out in a
conflict, delaying the case well into next year.
In the meantime, thousands of people across the nation wait to see if their money is gone
and their faith misplaced in a ministry that preached God and wealth could go hand in
hand.
The pitch: Jesus wants his people to prosper, and Greater Ministries founder Gerald
Payne discovered a way to double their money through divine intervention.
What really happened to the money is in the hands of Krebs. He took control of Greater
Ministries' headquarters following an August court order that evicted the church's
officials on behalf of securities regulators from Ohio and Alabama.
It's Krebs' job to work with a court-ordered receiver and bankruptcy trustee to find out
where the money went and return as much as possible to investors.
He came to the case through William Smith, an Alabama resident who lost $80,000 after
buying Greater Ministries' pitch.
The way Greater Ministries used religious beliefs incenses Krebs, once described by the
Wall Street Journal as the nation's toughest securities cop.
"When they say that to separate people from their life savings, encourage people to max
out their credit cards and mortgage their homes, then I want them," Krebs says.
"This is a nest of thieves I want cleaned out."
To do that, Krebs and securities regulators from across the country have scoured Greater
Ministries' headquarters looking for the money and evidence to bring additional charges.
In addition, the receiver and bankruptcy trustee have urged everyone who lost money in
Greater Ministries to file claims. Krebs and his fellow investigators fear most of the
money is gone: stashed in overseas accounts, buried or otherwise impossible to trace
through the church's shoddy bookkeeping.
So far, the biggest Greater Ministries' asset seized and liquidated for return to investors is
the Executive Inn, in Owensboro, Ky., the state's second-largest hotel. Greater Ministries
bought it in 1997. The bankruptcy court sold it for $5.5 million.
That's just a tiny fraction of the nearly $500 million Greater Ministries is estimated to
have taken in.
The hotel is one of the few examples that the group engaged in any genuine investment.
In August, when Krebs first entered Greater Ministries' headquarters, he expected to see
clear evidence of where the money went. He didn't. Where witnesses described stacks of
cash and gold inside vaults, Krebs found little of value.
But Krebs found something that convinced him the court's takeover of the headquarters
came just in time.
About to flee
Spanish language instructional videos and computer disks were scattered throughout the
building.
"These people are getting ready to bolt," Krebs thought. He figured they had planned a
tropical getaway.
Greater Ministries publicly offered investors a piece of their proposed independent
"ecclesiastical domain" outside the reach of the law.
They bid on Bahamian islands. They negotiated for an island off Liberia. They explored a
Honduran island about a week after the federal indictment was issued in March.
Krebs also found letters from investors pleading for their money back. Some risk losing
homes; others lost retirement savings. One man needed help covering his mother's funeral
expenses.
Individual losses run from hundreds to tens of thousands of dollars. Some people went
deep into debt to invest, accepting Greater Ministries' repeated boasts that money with
them was safer than in a bank. The group also encouraged people to borrow money to
invest, telling them that 18 percent interest payments on credit cards mean little when
Greater Ministries could return 100 percent.
Ohio resident Deborah Thrapp wrote a desperate letter in March asking for the return of
$240,000 she and her husband invested with Greater Ministries. The two sold their
business and property to get in. They got $34,000 back.
" We can't pay rent any longer and can not afford to buy a place as our sources of income
have disappeared," she wrote. "We worked hard for our life savings and I hope you can
help us with this problem. My husband just cries for hours and weeps over our situation-
and I'm concerned he'll end up in a more terrible condition if you can't help."
Greater Ministries denies conning anyone. Sign-up sheets clearly say any money sent in
is a gift to the ministry with no guarantee of return.
Despite the disclaimer, the church's claim of divine money- making lured the faithful to
invest in $250 increments. Just last week, investigators placed the total take at $476
million.
In the beginning
Such numbers make it hard to believe co-founders Gerald Payne and Don Hall struggled
to make ends meet just a decade ago.
Hall has been a preacher his entire adult life and styles a big hairdo resembling white
cotton candy. Sometimes his work is church rooted. Sometimes tent revivals.
It's not clear how he met Payne, a working man with a past. Payne tells people he used to
work for the mob. He served five weeks in jail in 1979 after pleading guilty to lying to a
federal grand jury investigating a bankruptcy fraud.
Payne and Hall formed a church named Greater Ministries Outreach about a decade ago.
Volunteers cooked meals for poor and homeless families and counseled alcoholics.
At first, money didn't seem to be the focus.
Then, in the early 1990s, Payne introduced what he called the ABC Gold Plan. The plan
boasted that a $60 investment became $1,600 in 12 to 18 months. Payne created a
company called" I John 4:4, Greater Inc.," described as a financial advising company.
His partner, James Maher, was coming off five years' probation in Hillsborough County
for running a Ponzi scheme.
As more people got in, the program took to the road. The money grew larger and in less
time.
Religion and money
I John later gave way to Greater Ministries. Passages in Luke, II Corinthians and Malachi
were offered as evidence that doubling someone's money in 17 months or less was God's
plan.
"Give and it shall be given unto you" from Luke 6:38 became the program's mantra.
It's an interpretation most Christians disagree with. Surrounding passages in Luke put
6:38 in the context of mercy and compassion, not wealth, they say.
Greater Ministries mixed services with money talk. Explanations of the new "Double
Your Money" program followed gospel singing and charismatic preaching.
People accepted the story, partly because they were believers and partly because the
program's early success provided a number of people who could stand up and describe-
even show - enve lopes stutfed with cash that showed up like clockwork each month.
Greater Ministries leaders talked of investments in 200 mining operations globally and of
international deals that could generate 30 percent and 40 percent returns.
But, investigators say, those early successes weren't real. Greater Ministries simply used
money from new investors to pay old investors, a classic grift known as a Ponzi scheme.
Just where the money went is hard to know, because so much business was done in cash
and so little was recorded.
What records were found show that millions of dollars went to commissions, dubbed
" gas money" by insiders, for church officers who brought in more investments.
Investigations begin
Greater Ministries continued to rake in money from investors despite state and federal
investigations begun in 1994 when some would-be investors, skeptical of an offer that
sounded too good, alerted Florida securities regulators.
Florida investigators brought their findings to the U.S. attorney's office.
None of it slowed Greater Ministries. The church appealed Florida's action, changed the
money- doubling program's name to Faith Promises, and added a disclaimer saying that
the program is faith- based with no guarantees.
While fighting in court, Greater Ministries toured the country rounding up new investors.
Meetings in restaurants and hotel ballrooms drew hundreds of people mesmerized by
firsthand accounts of cash tucked into their mailboxes each month.
Greater outgrew banks, Payne told investors. It offered its own Greater International
Bank of Nauru Visa debit card program for people to draw their money from.
The problem was, money sent to the Bank of Nauru really went to BestBank, a small
state bank in Colorado. A badly managed small state bank.
When state regulators declared the bank insolvent in July 1998, deposits above $100,000
were lost. For Greater Ministries, $18 million disappeared into an FDIC receivership.
Payments to investors lasted a couple of months, then stopped cold.
The group that claimed hundreds of millions of dollars in assets and 200 gold and silver
mines collapsed.
Blaming government
Church leaders blamed the failure on a government conspiracy. Regulations and criminal
probes didn't work, so the government just took our money, Payne said.
Jack-booted government thuggery repeatedly has been cited by Greater Ministries as the
root of its problem.
Greater Ministries blamed the IRS for an unsolved robbery that the church reported four
years ago at its Tampa headquarters. The church claimed that anywhere from $500,000 to
$3.5 million was taken. Police found little evidence to support the robbery report.
Blaming the government reached new heights when Colorado bank regulators and the
FDIC seized BestBank, where the church kept most of its money.
Betty Payne accused Colorado Banking Commissioner Richard Fulkerson of conspiring
"to destroy our Christian church through fraudulently transferring our bank funds" to the
Federal Deposit Insurance Corp.
"We have suffered major damages to our ministry over the last two weeks."
The church played it cool with the public and investors.
"I just told them that was our petty cash fund," John Krishak told his fellow elders.
But even the elders grew squeamish and wondered whether they should keep their money
in the program. Payne chastised them during a September 1998 meeting. He called them
Judases and urged them to repent before God and himself.
"You're going to have to leave out of here with the best sales attitude you ever had," he
ordered.
That's what Payne, Hall and others brought to Pennsylvania in November 1998.
Pennsylvania is the state from which investors sent the most money to Greater Ministries.
A meeting with I ,000 followers at the Lebanon County Expo Hall was all sunshine. The
group's Liberian mining operation sat 15 feet above Africa's greatest untapped gold
reserves, they reported. Billions were there for the asking.
Money continued to come in, despite the legal and financial trouble.
Virginia chiropractor Keith Jassy invested $40,000 after the bank collapse. He told
investigators he "would not have participated if it were not for the church's
representation that I would receive double my money back."
He had it in writing.
" We can double money every 10 to 16 months," an accompanying fact sheet said.
Greater was' 'so big that now we can handle $100 million in the morning and $100
million in the evening."
He heard about Greater Ministries through a client and spoke to church representatives
who bragged about "huge profits the church's diamond mine was earning," Jassy said in
a sworn state ment.
Greater did invest in an African mining operation, but it didn't reap any profit.
As much as $11 million went to civil war-plagued Liberia in West Africa. An internal
budget shows more than $7 million went to equipment and work associated with the
group's mining effort. A letter from the National Bank of Liberia confirms a $4 million
payment for permission to open a bank.
Greater Ministries had a building in Liberia's capital, Monrovia, but the bank never
opened.
Investments in Liberia may be recoverable, but the receiver and bankruptcy trustee must
decide if it's worth trying.
While the search for Greater Ministries' investments continues, victim claim forms trickle
in, about 50 to 75 per week.
Some people fear personal repercussions from the IRS if they file claims. Others remain
faithful, and hope Greater Ministries prevails in court, resumes operations and makes
good on their money.
The group still enjoys support from a large segment of the religious faithful who lost
money. Many continue to blame Greater Ministries' troubles on a government and media
conspIracy.
But that support falters more easily these days as Krebs and other investigators uncover
more evidence of a church scam. Krebs tells them he's found no evidence of the mines or
other assets Greater Ministries claimed to own. And he offers proof that elders received
huge cash commissions that investors never knew about.
Slowly, '"they come to realize that they have been lied to," Krebs says.
AT
REV.1511 EX+ (1.gr) (1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
21-0Hl223
Fay S. Woods
Debts of decedent must be reoorted on Schedule L
ITEM
NUMBER OESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home 14
2. Sl. Paul's Evangelical Lutheran Church 200
3. Irene Barsh, Flowers 177
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (1$) Emily Thomas
Social Security Number(s) J E1N Number of Personal Representative(s)
Street Address
City State 2002 Zip
Year(s) Commission Paid: 1,039
2. Attorney Fees 1,039
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant \0 Decedent 0
4. Probate Fees 91
5. Accountant's Fees 0
6. Tax Return Preparer's Fees 0
7. Register of Wills, Filing Fee 15
8.
TOTAL (Also enter on line 9, Recanitulatlon\ $ 2,575
(If more space is needed, Insert additionai sheets of the same size)
AT
REV.1512 EX oj. (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Fav S. Woods
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0223
Include unreimbursed medical eXDenses.
ITEM
NUMBER
1.
2.
3.
DESCRIPTION
AMOUNT
Brockie Pharmalech, Medical
Carlisle Imaging Association, Medical
Church of God Home, Nursing Home
10
12
73
TOTAL (Also enter on line 10 Recanitulation\1 $
(If more space is needed, inserl additional sheets of the same size)
95
217
REV-1737-7 EX + (9.00)
REVERSE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Fav S. Woods
FILE NUMBER
21-01-0223
When fiat rate method is elected, list the beneficiaries of the Pennsylvania property.
When proportionate method is elected, list ali beneficiaries.
RELATIONSHIP TO
DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON'SI RECEIVING PROPERTY Do Not list Trustee/s\ OF ESTATE
I. TAXABLE DISTRIBUTIONS nnclude outright spousal distributions, and transfers under Sec. 9116 (a)(1.2}l
1. Emiiy Thomas Daughter 20% of residue
301 E. Hillcrest Drive
Carlisle PA 17013
2 Irene Barsh Daughter 20% of residue
374 South 950 West
Orem UT 84058
3 Joan Gill Daughter 20% of residue
433 Chestnut
Mt Holly Springs PA 17065
4 Mary Kipe Daughter 20% of residue
13339 Smithsburg Pike
Smlthsburg MD 21783
5 Robert Woods Son 20% of residue
35 Woodshire Drive
Easton PA 18042
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV~1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET
ON THE REVERSe: SIDE OF REV-1737 COVER SHEET, AS APPROPRIATE.
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"
ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV.1737 COVER SHEET $ 0
(If more space is needed, insert additionai sheets of the same size)
~I
,
....'1'1,
...'J
\i
LAST WILL AND TESTAMENT
OF
FAY S. WOODS
I, FAY S. WOODS, of 66 Wilson Street in the Borough
of Carlisle, 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
hureby revoking and making void any and all wills by me at anytime
heretofore made.
of my
as may
1. I direct my .hereinafter named
just debts and funeral expenses as
be found convenient to do so.
Executor to pay all
soon after my death
2. 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 my husband, Norman W. Woods, his
heirs and assigns, to the exclusion of my children, born and
unborn, provided my said husband, Norman W. Woods, shall survive
me by a period of ninety (90) days.
3. Should my said husband, Norman W. Woods, predecease
me or fail to survive me by the aforesaid period of ninety (90)
days, then in such' event 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 in equal shares to
my five (5) children, their heirs and assigns, the share of any
deceased child to pass to his or her issue, per stirpes, and
if there be no issue, then such share shall lapse. My said five
(5) children being: Robert L. Woods, Joan E. Gitt, Emily N.
Thomas, Irene E. Barsh and Mary F. Kipe.
"
.I,
4. Should any person less than eighteen ('18) years
of age be entitled to distribution from my estate, r direct such
share shall be paid to my hereinafter named Executor or Executrix,
but if neither of them agrees to serve, then to Farmers Trust
Company, and its successors, 1 West aigh Street, Carlisle,
Pennsylvania, in trust, to invest the same and to pay the income
arising therefrom together with so much of the principal thereof
as in the opinion of said Trustee is necessary or desirable to
be expended for the proper maintenance, support and education
of such person, to the person having custody of such person,
and upon such person attaining eighteen (18) years of age to
pay to him or her the then remaining principal together with
any undistributed income.
.....,)
",. -
5. I hereby nominate, constitute and appoint my said
husband, Norman W. Woods, as Executor of this my Last Will and
Testament, but should he predecease me or fail to qualify I then
in such event I nominate, constitute and appoint my daughter,
Emily N. Thomas, as alternate or successor Executrix, but should
she fail to qualify or cease serviri"g as such, then I nominate,
constitute and appoint my son, Robert L. Woods, as alternate
or successor Executor, and I further direct that neither my said
husband nor either of my said two children shall be required
to post any bond to secure the faithful performance of his or
Page 1 of 2 pages
her duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
seal
this
IN
to this
21st
WITNESS
my Last
day of
WHEREOF,
Will and
october
I have hereunto set my hand and
Testament, written on two (2) pages
, 1987.
ft:u.(
FariS.
(I 'I' t
.\ fl,",\-C:<L<.\
Woods
(SEAL)
Signed, sealed, published and declared by Fay S. Woods,
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.
f'~/.-,
n')
/;
t:d';<d'kc. '
71/;),"1 tf
t!
Page 2 of 2 pages
~EV.1500 EX 16.00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE YEAR NUMBER
I SOCIAL SECURITY NUMBER
OFFICIAL USE ONLY
c-
(./
cOMMONWEALTH OF
--"...-.,., ""'"
, '-l"',"",-~r.:':n
I FILe ~U~B_ER u
o 2 '" .)
DEPARTMENT OF REVENUE
DEPT 280601
".........,........, ,.......... ...... .~....^ ^...^>
l(ru."~I"'uvl'\u,r,.., I; ,..:,:.;-vvv,
I i)Fr.Ff'1F1\lT'_~ l\JAME" (LAST F!RST A!\ID IVUDDLE !NITIAU
I-
m
Q
w
<.>
w
Q
Woods, Fav S.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
211612001 1/1911919
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURJTY NUMBER
204-03-2122
THIS RETURN MUST BE FIl.EO I~l DUPLICATE ~\~rH TIll!:
W
...
"''''
x:"'"
U~U
Woo
""'~
Ull:"
~
01. Original Returr. [g]2. Supplemental Return 03. Remainder Retum (date 01 death pliorlo 12.fJ.82)
o 4. Limited Estate D4a. Future Inlerest Compromise (date of death after '2-'2.-82.) 05. Feoetal Estate Tax Return Required
o 6. Decedent Died Testate (Attach copy of Will) 0 7. Decedent Maintain$d a Living Trust (Attach copy of Trust) _ 8. Tota! Number of Safe Deposit Boxes
D 9. Litigation Proceeds Received D 10. SpoI.IIIa' Pov8fly Credit (dale of death between 12.31-91 and 1-1-95) 011. Ejection to tax under Sec. 9113(A) (Attach Scll 0)
}",THISSE~[I(jl\fjM4S:rElg~ltIMI1"-SrgOf~~1.!~2RRI5~1l15N9I5AN[)!~2~~,lf!15III'1:IAI!i1t~IN~jj~M',I\:!'lPNi~l!g!1l;IIil!!;]!I~E~EmtcQl!i:~i
NAME
I-
;Z
~
;Z
~
13
'"
'"
o
u
Robert M. Frev
FIRM NAME <If Applicable)
Frev and Tilev
TELEPHONE NUMBER
COMPLETE MAIUNG ADDRESS
5 South Hanover Street
Carlisle PA 17013
717-243-5838
1. Real Estate (Schedule A)
(1) NONE
(2) NONE
~,
;:..,..1 .~ "'
,
:' .
OFFICIA~SE ONLY
d
N
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE
,..-'
4. Mortgages & No1es Receivable (Schedule D) (4) NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5) NONE
6. Jointly Owned Property (Schedule f) (6) NONE
% o Separate Billing Requested
0
~ 7. Inter~Vi\los Transfer 8. Miscellaneous Non-Probate Property
...J (Schedule G or l) (7)
::>
l-
ii: 8. TOTAL GROSS ASSETS (total Lines 1-7)
<<:
~ (9) NONE
'" 9. Funeral Expenses & Administrative Costs (Schedule H)
I
"'"
-"J
J_,'
;-.:.~
I..C
50,917
(8)
50,917
10. Deb1s of Decedent, Mortgage UabiJilies, & Liens (Schedule I) 10) NONE
11. TOTAL DEDUCTIONS (total Lines 9 & 10)
o
50,917
o
50,917
(11)
(12)
12. NET VALUE OF ESTATE (Line 8 minus Line 11)
13. Charitable and Go\'ernmental Bequests/See 9113 Trusts for which an elecllon to tax has not
been made (Schedule J)
(13)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
see INSTRUCTIONS ON REVeRSE SIDE FOR APPLICABLE RATES
15. Amoun1 of Line 14 taxable a1 the spousal tax
rale ,or transfers under Sec.9116 (a)(1.2) X .0 - (15)
'"
0
~ 16. Amount of Line 14 taxable at lineal rate 50,917 X .045 (16)
I-
::>
ll. 17. Amount of Line 14 taxable at sibling rale .12 (17)
::;; X
0
<.>
>< 18. Amount of Line 14 taxable al collateral rate X .15 (18)
<<:
I-
19. Tax Due (19)
o
2,291
o
o
2,291
20~
.~__U" "
~~~~~-t;-I~~e:~~!lf-':I-B~a1.~e:~1iP-mm:::~~MF=1iJ=m
:> ;>..ElE' SI1REr9:AN.s1l\lER.AL:I::Ql.Il;~mQNs.9N.'RE\lI;R.SE:sll:1.i;'ANRjRI;~1:!1;gK.M.AT.tt'S_~.:.
..-..".............-....."".-,-
~..:::,,:.:~7,:~,2:,::
ece en s omplete ress:
STREET ADDRESS
301 East Hillcrest Drive
CITY I:TATE IZIP
Carlisle PA 17013
217
lil/OOOS, ray o.
D'
d
t' C
Add
Tax Payments and Credits:
,.
Tax Due (Page 1 Line 19)
(1)
2. CreditsiPaymenis
A. Spousal Poverty Credit
6. Pdor Paymenls
C. Discount
Tolal Credits (A + e + C) (2)
204-03-2122
2,291
o
3. Interest/Penalty if applicable
O. lnte~est
::. Penalty
51
4.
Total Interest/Penalty (D + E)
IfUne 2 is grealerthan Une 1 + line 3. anler the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
51
5.
If line 1 + line 3 is greater than line 2, enter the difference. This istha TAX DUE.
A. Enter the interest on the lax dUe.
8. Enter the total of liTle 5 + SA. This is the BALANCE DUE.
(4)
(S)
(SA)
(58)
AGENT
o
2,342
Make Check
to: REGISTER OF
2,342
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,.
Did decedent make a transfer and:
a. relain the use or income of the property transferred;
b. relain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or
u. r.seelve the promise for life of either payments. benefits or care?
If deattl occurred after December 12.1982,did decedent transfer property within one year of death
without receiving adequate COllside~ation? .
Did decedent own-an."irt.trusl! for" or-payable upon. death bank account or, security at his orher death?
Ves
o
o
o
o
D
o
2.
3.
4.
Did decedenl own an Individual Retirement Account, annuity or other non~probate property which
contains a beneficiary'designation.? .
o [~L
IF THE ANSWER TO ANY OF THEA80VEQUESTlrJNSIS'Yes; YOlI MUSTCOMPt.ETE SCHEDULEG AND. FilE IT ASPARTOFTliE RETURN,
No
o
o
o
o
o
o
DATE
Under \lenalties af perjury, 'r-declare that I have examined this l&turn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
;:md com lete. Ded::lraticn of re :lrer ether ttl:::n the er!::cn:::l re fe5enbtive is ca:;ed OM :llr infcrm:::tion cf whiCh re ;:Irer h::l$ :::n' knC'.".II..,d:::e.
SIGNATURE OF PERSON ReSPONSIBLE FOR FILING RETURN
[~, m A~
ADDRESS J
301 E. Hillcrest Drive, Carlisle, Penns Ivania 17013
SIGNATURE OF P~ER OT13THAN REPRESENTATIVE
(cA.~ hr.. "f-..~
DATE
ADORES$
5 South Hanover Street, Carlisle, Pennsylvania 17013
if/oJ...
'I/o-v
Far dates-of >jeath 01\ or <lfteT July 1,1994 and before January 1,1995, the tax rate imposed on the netvall.lB of transfers to Of for the use aftha surviving spouse i$ 3%
[72 P.S. Section 9116 (a)(1.1)(1)].
For dates of death on or after Januarv 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 9118 (a)(1.1)(II)).
The statute does not exempt a transfer to a surviving spouse fram tax, and the statutory fel:luilamM'lts for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the anfy 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 natufat parent, an adoptive \laren!,
1T a step,Darent arms ChllQ IS U'ff:oil~ P.5. ::;;ecuon ~11t1(aJ(1.211
The tax rate imposed on the net value of transfers (0 or for the use of the decedent$lineal benefic\alies is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1))
The tax rate imposed on the net value af transfers to or for the use 01 the decedenrs siblings is 12% [72 P.S. Section 9116(a}(1,3}] .A sibling is defined, under S8l;tion 9102. as an
individual who has at least ane parent in common with the decedent, whether by blood or adootiGHl
'AT
REV-1510 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Fay S. Woods
FILE NUMBER
21-01-0223
This schedule must be completed and filed if the answer 10 any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF DECD'S
ITEM INCLUOCT11ENAldEOFT11l$lRANSFEI'l5E,lliEIIlREU,nOlolSHIPTOOECEOENTANDlrIEDATEOFTRANSFEI'l. DATE OF DEATH INTEREST EXCLUSION TAXABLE VALUE
NUMBER ATTACI<ACOf'YOFTliEDEEClFORRI!IILESTATE VALUE OF ASSET IF/lI'PLlCAAIF\
1. Orrstown Trust Investment Services, Nonman W. & Fay S. Woods 0
Microsoft Corp, #594918104 5,731 100.00% 5,731
Federated Fund 851, #60934N625 270 100.00% 270
Vanguard Admiral 8fT, #921932208 12,136 100.00% 12,136
Vanguard Wellington, #9219354102 8,844 100.00% 8,844
Vanguard GNMA, #922031307 23,936 100.00% 23,936
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 7 Recaoitulation) $ 50,917
(If more space is needed, insert additional sheets of the same size)
SENT,;Y: QRRSTOWN 8ANK;
SlITPPENSBURG OFf'ICE
77 E. K[1o.f(, Sr.. SHI?Pli!'I~Ul iKl. ?}\ 17257
(717) .i3f}<2605 . fA...X (717i .i.12...,):142
717E~~9~4~;
).I\.t'l~TIW8"f'/).
'~
' . .~
ff, .,
INVESTMENT
'r1~; SED' TTCES i:~j?\'
""~J I\... V 1 \.~I!
INVESlMENT AGENCY
(Discretionary)
Nonnan W. and Fay S. Woods
CARLISLE OFFICE
427 S I'(}Nl-J-If:JlCiR DR.. C\l{USI.I" PA 1701)
(7 J7i 24(J-0803 'I'A)( (17) 240-(J~04
YAR-~~-02 9:~5:
PAGE 2
P.(\.B'y\ 'l.m
SliII'l't":'\nlrRti, r..\ I ~2~7
(;flA/,mERSBURG Orf[CE
()25 !'.hw.I ,'I,I-{rJ Av'F... C1i^M;.Ljl::)m'Jl'~(i, VA \72\)1
1.717) 202.+2&8' fAX I) 17) 2fi2.el284
SENT. BY: OHRSTOWN BAf1K;
7175~29342;
MAR-22-02 9:35;
PAGE 3/7
THIS AGREEMENT made this 17th day of March
~,by
and bel\vee'1 Norman W Woods and Fay S. Woods of
1 Alliance Dr Act 105 Carlisle. PA 17013-4133
hereinafter referred to as Principai
AND
ORRSTOWN BANK, a Slate Banking Corporation organized and existing under the iaws of
the .commonwealth of Pennsylvania, having its Trust Office at 77 Ea51 King Street,
Shippensburg, Cumberland County. Pennsylvania. hereinafter referred to as AGENT.
WHEREAS, Principal desires to employ Agent for the purpose of maintaining
custody of certain cash and securities, to provide investment services. and to maintain
proper records of such services and to account therefore to Princip2I,
WHEREAS, Principal has delivered to, and Agent acknowledges receipt of, certain
cash and securities, as shown by the attached Schedule "N,
NOW THEREFORE, the parties do hereby agree as follows:
I. CUSTODY OF CASH AND SECURITIES
All securities that are depository eligible will be held in book entry form at the
custody Bank empioyed by the Agent for the purpose of depository availability. Any other
~ecYritie~ re!;juired to be regi$tered shall be resistered in the Agent'e Nominee, IJn'e~ tht:l
unique nature of an asset dictates otherwise, in which case that security will be registered
in the name of the Principal addressed to the Agent.
Agent will maintain the annual finanCial statements received relating to securities
held in this aceount. Proxies will be voted in favor of existing management by the Agent
unless instructed otherwise by Principal.
II. INVESTMENTS
As the Principal has conferred unto the Agent total investment authority, the Agent
will operate under its awn discretion, and v..ithin the objectives established for the account
by the Principal, when making purchases and sales for the account The .A.gent may
purchase for the account: equities and fixed income securities, to include deposit accounts
at Orrstown Bank, as well as any securities that the Principal may direct, in writing, the
Agent to purchase for the a=unt
SEN~ BV: ORRSTOWN BANK;
7175329342;
MAR.22.0~ 9:36;
PAGE 4/7
Agent is obligated to iake v.tlatever action It determines is advisable in regards to
stock dividends, warrants, rights 10 subscribe, plans for reorganization or recapitalization, or
plans for the exchange of securities.
Ill. COLLECTION OF INCOME AND PRINCIPAL
Ag"nt is to collect interest, dividends and all other forms of income from any
securities, proceeds from matured, rEldaemed or sold securities and reinvest the same in
such a manner as to fulfill the objectives of the account as elltablished by the Principal.
IV. DISTRI8UTIONS OF PRINCIPAL
Agent Sl'Iall pay over to, or on behalf of, Principal such cash and/or securities, in
such form or manner as Principal shall from time to time direct.
V. RECORDS OF ACCOUNT
Agent vvill keep 8CCl.Jrate records of the receipt and disbursement of all cash and
securities held by agent for Principal's account.
Principal has the right to receive confirmation of security trades according to
Regulation H of the Federal Reserve Bank, but waives this right.
In addition to the regular quarterly statements, Agent shall fumish Principal vvith an
annual tax report showing a summary of receipts, disbursements and investment changes,
all coded for taxability or deductibility.
SPECIAL POWER OF ATTORNEY
Principal confers onto Agent, 'htlen acting on behalf of Principal, or upon instructions
from Principal, a Special Power of Attorney allowing Agent to affix Principal's signature to
checks, security orders, proxies, stock certificates and stock powers and all other
documents requiring Principal's signature necessary to effect Agenfs duties and
responsibilities under this agreement.
MISCELLANEOUS PROVISIONS
Principal agrees to reimburse, indemnify and hold harmless Agent from and against
any and all liability, loss, claim, damage or expense (except for gross negligence or fraud
on It'le part of the Agent) resulting from the exercise by Agent of any authority, expressed or
implied, granted to it hereunder, or from the claims of their parties, or from any taxes or
other govemmental cnarges, and any expenses related thereto, lMlich may be imposed or
assessed in respect to this agreement or any part hereof.
SENT. BY: ORRSTOWfI BANK;
7175329342;
MAA-22-02 9:36;
PAGE 5/7
Agent shall receive compensation for its services as shall be established under an
adopted schedule of fees in effect at the time the services were rendered and such
compensation becomes payable The schedule of fees In effect at the time this account
'WaS : established is attached. The Agent may deduct Its fees directly from the cash
balal1ces of the account
This agreement may be terminated upon thiny (30) days 'Mitten notice by either
party delivered to the other.
If the Principals of this agreement are tv.o or more persons, the Agent may act upon
'MIttan or verbal instructions received by anyone of the individuals.
IN WITNESS WHEREOF, the parties hereunto set their hands and seals
this 17th day of March , 1999
178-'16-4611
Social Security Number
03128/1917
Date of Birth
7~7t:/'-'~~
,
204-03-2122
Social Security Number
01/19/1919
Date of Birth
:1"J ,I {L-1,~
ACCEPTED
ORRSTOWN BANK
By~~JZ:'D
Title Vice President and Trust Officer
SE~jT. BY: ORMTOVlN BANK;
71753~934~;
MAR.~~-O~ 9:36;
PAGE 6/7
TRUSTS AND INVESThlENT MANAGEMENT AGENCY
(With or Without Investment Responsibility)
The fallowing schedule of fees applies to Agency accounts with or without
investment discretion/responsibility delegated to Agent.
PRINCIPAL:
Annual fee based on the quarterly market value or appraisal value of the assets at
0075 on the first $200,000 and .0065 on the amOl.lnt over $200,000. Minimum annual fes
$400;00.
PLUS
Additional fees will be charged. as appropriate, for preparation of Federal and/or
State Income Tax Relums or Fiduciary returns.
,SeNT. BY: DRRSTOW~J 8MIK;
7176329342;
W\A.22.02 9:37;
PAGE: 717
TO Orrsto'Ml Bank
FROM: Nonnan and Fay Woods
DATE: March 12,1999
I am the beneficial owner of certain stocks and/or bonds held for me by the Orrst()lM'J Bank
Trust Department. As a beneficial O'M'ler I have the right to receive proxies, annual reports,
corporate mailings. and other mailings related to the OIM1ership of these shares.
It is my decision:
not \0 object to the release of my name and address to requesting parties
seeking to provic:.kl me with such mailings.
X- to object to the release Of my name and address to requesting parties
seeking to provide me with suCh mailings.
'l;'_ ." "'/'.....
2 -- "." /-/:'1 ;
4#,}.;7?7a.7l .,7(,?/ ~0 t-.a.6~~
c._f
,;-:~"t1
1./
?/ ," I. /
~~') [/./ 1;-lF""Zl.-.<J
\, /6-c2/6-6
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REY-1U7 EX AFP I Dl-D21
ROBERT G FREY
FREY S TILEY
5 S HANOVER ST
CARLISLE
Rec: DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
'02 liAR -8 P 1 :1 t$OUNTY
ACN
03-04-2002
WOODS
02-16-2001
21 01-0223
CUMBERLAND
101
FAY
S
Allount Rellitted
C:;;(1
PA 170fiwnb.
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i61fj-ix-AFP--loY:02Y------...--iNiifRiYANCi--YAX--sT'AfEMENY-OF'-Accouiif--ii..------------------ ---
ESTATE OF WOODS FAY S FILE NO. 21 01-0223 ACN 101 DATE 03-04-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARV OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAVHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-26-2002
PR I NCI PAL TAX DUE: .............................................-...................-...........-...................................................................-.............................................................
815.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-15-2002 CDOO0746 11.00- 826.00
TOTAL TAX CREDIT 815.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .06
If IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .06
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).
un" OlAV R~ nll~ A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
\, /6 -e2/,3- {;;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
'02
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-20-2002
WOODS
02-16-2001
21 01-0223
CUMBERLAND
101
l'lif( 24
ROBERT M FREY
FREY 8 TILEY
5 S HANOVER ST
CARLISLE
'*
REV-15~7 EX iFP 101-02)
FAY
s
L'.
PA 19hi13
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is'4-j-EX--AFP--COY=OZY-NO;--icE--OF-YtiHEifiTANCE-YAX-A-PPRXisEHENT~--ALi-oWANCE-OR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOODS FAY S FILE NO. 21 01-0223 ACN 101 DATE 05-20-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
69,026.00 X 045 = 3,106.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,106.00
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
RETURN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
NO. 01
.00
.00
.00
.00
.00
.00
50,917.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/"isc. Expenses (Schedule H) (9)
10. Debts/"ortgage Liabilities/Liens (Schedule Il (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
50,917.00
.00
50,917.00
.00
69,026.00
TAX CREDITS:
n~_~.. l+J A"OUNT PAID
DATE N~BER INTEREST/PEN PAID (-)
01-15-2002 CDOO0746 .00 826.00
04-04-2002 CDOOI035 62.00- 2,342.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-05-2002 TOTAL TAX CREDIT 3,106.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.70
TOTAL DUE 9.70
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE
A DHIINn. SH REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)
s
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Fay S. Woods
Date of Death: February 16, 2001
Will No.
Admin.No. 21-01-0223
To the Register:
I certify that notice of (beneficial Interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on: June 13, 2001
Name
Address
Emily Thomas
Irene Barsh
Joan Gitt
Mary Kipe
Robert Woods
301 E. Hillcrest Drive, Carlisle PA 17013
374 South 950 West, Orem UT 84058
433 Chestnut, Mt. Holly Springs PA 17065
13339 Smithsburg Pike, Smithsburg MD 21783
35 Woodshire Drive, Easton PA 18042
Notice has now been given to all persons entitled thereto under Rule 5.6)a)
except NO EXCEPTIONS
Date: June 13, 2001
~~,r
Signature (-
Name: Robert M. Frey
Address: 5 South Hanover Street
Carlisle P A 17013
Capacity:_ Personal Representative
~ Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28D601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ROBERT M FREY ESQUIRE
FREY & TILEY
5 SOUTH HANOVER STREET
CARLISLE, PA 17013
______n fold
ESTATE INFORMATION: SSN: 204-03-2122
FILE NUMBER: 21-2001- 0223
DECEDENT NAME: WOODS FAYS
DATE OF PAYMENT: 01/15/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/16/2001
NO. CD 000746
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $826.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$826.00
REMARKS: EMILY N THOMAS
C/O ROBERT M FREY ESQUIRE
CHECK#10
SEAL
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGIS'IER OF WILLS
/&--02/3.. 6
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
All :2 COUNTY
ACN
02-26-2002
WOODS
02-16-2001
21 01-0223
CUMBERLAND
101
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
.02 MAR-1
C/*
REY-15~7 EX AFP (Dl-021
FAY
S
Clefr
PA 1701~l!mbt,;
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is'4j-E3f-i.Fii-foY:02Y-NOT"icE--OF-YtiHEifiTANCE-7fAX-A-PPRAisEiiENT~--i.Ll-owAifcE-oR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOODS FAY S FILE NO. 21 01-0223 ACN 101 DATE 02-26-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
57.00
.00
.00
20,722.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
2,575.00
95.00
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forll with your
tax paYllent.
20,779.00
(11)
(12)
(13)
(14)
2.670 00
18,109.00
.00
18,109.00
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
18,109.00 X 045=
.00 X 12 =
.00xI5=
(19)=
.00
815.00
.00
.00
815.00
~..._n. l+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 03-13-2002 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 815.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 18.68
TOTAL DUE 833.68
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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 1l~~IlNn ~~~ Il~U~Il~~ ~Tn~ n~ THT~ ~nllM ~nll TN~Tllllr-TTnN~ 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
___n___ fold
ESTATE INFORMATION: SSN: 204-03-2122
FILE NUMBER: 2101-0223
DECEDENT NAME: WOODS FAYS
DATE OF PAYMENT: 04/04/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/16/2001
NO. CD 001035
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,342.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,342.00
REMARKS: ROBERT M FREY ESQUIRE
CHECK# 8
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/6 -~/c8- ?
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1607 EX AFP (01-02)
.02 [IPI< 29 F:. :19
ROBERT G FREY
FREY & TILEY
5 S HANOVER S1 ':.
CARLISLE Crrnif"A 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-22-2002
WOODS
02-16-2001
21 01-0223
CUMBERLAND
101
FAY
S
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i'6'fj-Ex-AFP--coY:02Y------...--iNirERITANc'E--fA3f-STAfEM'E-rif-'(fF'-Accouiff--.-i.------------------ ---
ESTATE OF WOODS FAY S FILE NO.21 01-0223 ACN 101 DATE 04-22-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-26-2002
P R I N C I PAL TAX DUE: H...H...HHH.HH........HH.H.............HHHHHH.H.H..H.............H.H...HH.................HHHHH...H...............HHH.HH..........H.......H...H..HHH........H..HHH.H......HH
815.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-15-2002 CDOO0746 11 .00- 826.00
04-04-2002 CD001035 .06- 2,342.00
TOTAL TAX CREDIT 3,156.94
BALANCE OF TAX DUE 2,341.94CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 2,341. 94CR
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
VOU MAV RF DUF A RFFUND_ SFF RFVFRSF SIDF OF THIS FORM FOR INSTRUCTIONS_ 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FREY & TILEY A TTYS
5 S HANOVER STREET
CARLlSLEr PA 17013
-------- fold
ESTATE INFORMATION: SSN: 204-03-2122
FILE NUMBER: 2101-0223
DECEDENT NAME: WOODS FAYS
DATE OF PAYMENT: OS/28/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/16/2001
NO. CD 001218
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9.70
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: EMILY N THOMAS
C/O FREY & TILEY A TTYS
CHECK#15
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$9.70
MARY C. LEWIS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
/h -d.13 -~OMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
(r\
cc
N
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-20-2002
WOODS
02-16-2001
21 01-0223
CUMBERLAND
101
>-
ROBERT M ~EY
;..:~-
FREY & TILEY
5 S.. HANOVE!l ST
CARLISLE .
'*
~
V
REV-1547 EX AFP 101-021
FAY
S
.,....
Allount Rellitted
.....
~ I" >.>.
,"'P.A 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4":.riY-AFP--foY:02Y-NoYici--OF-YNHEifiTAifci-YAX-A-PPRAisEi"-ENT~--ALi-oWAi'-ci-OR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOODS FAY S FILE NO. 21 01-0223 ACN 101 DATE 05-20-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
69,026.00 X 045 = 3,106.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,106.00
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. "ortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/"isc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
.00
.00
.00
.00
.00
50.917.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H) (9)
10. Debts/"ortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
50,917.00
00
50,917.00
.00
69,026.00
KC\.C.LI" I l+J A"OUNT PAID
DATE NU"BER INTEREST/PEN PAID (-)
01-15-2002 CDOO0746 .00 826.00
04-04-2002 CDOOI035 62.00- 2,342.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-05-2002 TOTAL TAX CREDIT 3,106.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 9.70
TOTAL DUE 9.70
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE
A DCCII..n c:.C'C' DCtlCDc:.C' t:.TnC' nc TUTt:. I:'na.. enD T..~TDII,...'TTn...ro ,
/6 - 021,3- b
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
BUREAU OF INDIVIDUAL TAXES
~ INHERITANCE TAX DIVISION
\,.'DEPT. 280601
HARRISBURG, PA 17128-0601
REY-U07 EX AFP (01-02l
'(]2
-.JUL -1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-24-2002
WOODS
02-16-2001
21 01-0223
CUMBERLAND
101
FAY
S
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
Allount Rellitted
i~_~_
P A Il~li~:
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6ifj-E3f-AFP--cOl-:02Y------...--iNHERITANc'E--TA3f-Si'jrfEME-NT-cfF'-ACCouiff--...---------------- -----
ESTATE OF WOODS FAY S FILE NO.21 01-0223 ACN 101 DATE 06-24-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-20-2002
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
3,106.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-15-2002 CDOO0746 .00 826.00
04-04-2002 CDOOI035 62.00- 2,342.00
05-28-2002 CDOO1218 9.70- 9.70
TOTAL TAX CREDIT 3,106.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
!II IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
6;K
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
FAY S. WOODS
Date of Death:
February 16, 2001
Admin. No. 21-01-0223
Will No.
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 if complete:
Yes (X ) No ( )
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the
Court? Yes ( ) No ( X).
(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 ( 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: January 7,2003
~-~. 'r-
Signature ~
Robert M. Frey
Name (Please type or print)
5 South Hanover Street
Address
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X) Counsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/06/2003
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of WOODS FAY S
File Number: 2001-00223
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 2/16/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~In~ 1~J:?rrjf;;
DONNA M. OTTO ~~ """'7
DEPUTY REGISTER OF WILLS
cc: File
Jpersonal Representative(s)
Judge