HomeMy WebLinkAbout09-22-06
REV-1500 EX (S<JO)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'* COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712~1
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FILE NUMBER
21 06
COUNTY CODE YEAR
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DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
WOOD, MARY M.
SOCiAl SECURITY NUMBER
161-32-7456
0121
NUMBER
DATE OF DEATH (MM-DD-YEAR)
12/26/2005
DATE OF BIRTH (MM-OD-YEAR)
05/1811908
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCiAl SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAl)
n/a
~ 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82)
o 4. Umited Estate 0 4a. Future Interest Compromise (dale 01 death after 12-12-82) 0 5. Federal Estate Tax Return Required
o 6. Decedent Died Testate (AlIach copy of WI I) 0 7. Decedent Maintained a Living Trust (AlIach copy ofTrust) 8. Total Number of Safe Deposit Boxes
o 9. litigation Proceeds Received 0 10. Spousal Poverty Credit (date 01 death belwMn 12-31-91 and 1-1.95) 0 11. Election to tax under Sec. 9113(A) (AttachSdl 0)
11tIS IEC1ION .......~. ALL.~.'" cot.......... _..IIPORIIA'tIOIt"stIOULD".. "8_._
NAME COMPlETE MAILING ADDRESS
L1NDAA. CLOTFELTER, ESQUIRE 5021 E. TRINDlE ROAD, SUITE 100
~~~~M~rLINDAA. CLOTFELTER MECHANICSBURG. PA 17050
TELEPHONE NUMBER
(717) 796-1930
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(1)
(2)
(3)
(4)
(5)
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0.00
0.00
0.00
2,125.14
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal property
(Schedule E)
6. Jointly Owned property (Schedule F)
o Separate B~ting Requested
7. Inter-VIVOs Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleclion to tax has not been
made (Schedule J)
(11)
(12)
(13)
(6)
0.00
(7)
0.00
(9)
(10)
(8)
2,271.09
0.00
14. Net Value Subject to Tax (line 12 minus line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(l.2)
~ x .0 _ (15)
"_ x .0 ~ (16)
x .12 (17)
16. Amount of Une 14 taxable at lineal rate
17. Amount of line 14 taxable at sibting rate
x .15
(18)
(19)
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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2,125.14
2,226.11
-100.97
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-100.97
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REV-'508 EX' (6-98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
MARY M. WOOD
FILE NUMBER
21-06-0121
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property Jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Checking account with Citizens Bank No. 6100707105 opened June 6,1966
2,125.14
Date of death value: $2,125.14 no interest accrued on date of death.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,125.14
Citizens Bank
525 Vlilliam Penn Place
Suite 153-2618
Pittsburgh, PA 15219
March 17, 2006
LINDA A CLOTFELTER
5021 EAST TRINDLE ROAD SUITE 100
MECHANICSBURG P A 17050
Estate of MARY M WOOD
Date of Death: Dee 26, 2005
SSN: 161-32-7456
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other i:{quiries, please
call 1-888-999-6884 '
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itiz ns Banl<
Account Number 6100707105
Account Title MARY M WOOD
Date Opened 6/6/1966
Account Type Checking
Principal Balance as of DaD $2125.14
Interest from Last Posting to DaD $ .00
Account Balance as of DaD $2125.14
YTD Interest to DaD $.00
REV-1S1. EX+ <.....
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
MARY M. WOOD
FILE NUMBER
21-06-0121
This schedule must be completed and liIed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY DAlE OF DEATH % OF DECO'S EXClUSION
ITEM INClUDE TliE NAME OF TliE TRANSFEREE. THEIR RElATlONSHlP TO DECEDENT ANll TAXABLE
NUMBER TliE DATE OF TRANSFER. ATTACH A COPY OF TliE DEED FOR REAL ESTATE. VAlUE OF ASSET INTEREST (If APf'lICABLEJ VALUE
1. Prudential Insurance Company of America life Insurance Policy No. 2,921.00 0.00
077-066-959 T ota! Value paid to beneficiaries: $2,921.00
Total Value was $3,290.78, but $369.78 is insurance money held as
unclaimed properly through Commonwealth of PA (not yet paid)
Beneficiaries (aU children of decedent): Kenneth E. Wood; Gerald B. Wood;
Claribel L. Rosenberger; Joyce I. Wood and Janet M. Wright
2. Prudential Insurance Company of America life Insurance Policy No. 1,364.00 0.00
490-323-222 T 0181 Value paid to beneficiaries: $1,364.00
Beneficiaries (aU children of decedent): Kenneth E. Wood; Gerald B. Wood;
Claribel L. Rosenberger; Joyce I. Wood and Janet M. Wright
TOTAL (Also enter on line 7 Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX.... (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DEceDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
MARY M. WOOD
FILE NUMBER
21-06-0121
Debts of decedent must be reported on Schedule L
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Malpezzi Funeral Home, Mechanicsburg, Pennsylvania - Funeral Expenses not included in prepaid
funeral contract. (Decedent prepaid $7,576.65 to SecureChoice - Malpezzi Funeral Home)
371.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
. State
Zip
Year(s) Commission Paid:
2.
Attorney Fees
1,290.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
. Zip
4.
Probate Fees
76.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal - Estate Advertisement
8. The Patriot News - Estate Advertisement
9. Register of Wills, Cumberland County - Filing Fee for PA Inheritance Tax Return
10. Orphan's Court. Cumberland County - Filing Fee for Family Settlement Agreement
11. Trindle Springs Lutheran Church - fees for funeral luncheon
12. Citizens Bank - Bank fees for Estate Checking Account
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
75.00
174.09
15.00
20.00
175.00
30.02
$ 2,226.11
REV-1513 EX+ (9-00)
*'
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-06-0121
ESTATE OF
MARY M. WOOD
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY Do Not List TrusI8e(s) OF ESTATE
I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions. and transfers under
Sec. 9116 (a) (12)}
1. Kenneth E. Wood 3 Buttonwood Ct. Mechanicsburg, PA 17050 Son 0.00
2. Gerald B. Wood 108 Thomas Ave, Dallastown, PA 17313 Son 0.00
3. Claribell. Rosenberger 916 Market Street, New Cumbertand, PA 17070 Daughter 0.00
4. Joyce I. Wood 1935 N. Third Street, Harrisburg, PA 17101 Daughter 0.00
5. Janet M. Wright 3501 Regent Court, Allentown, PA 17108 Daughter 0.00
(Each eOOIed to 20% of residual but estate was insolvent)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
n NON-TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
NONE.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NONE.
TOTAL OF PART 11- ENTER TOTAl NON-TAXABlE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 0.00
(If more space is needed. insert additional sheets of the same size)
LAST WILL AND TESTAMENT OF ~URY M. WOOD
I, MARY M. WOOD, of the Township of Silver Spring, County
of Cmnberland and State of Pennsylvania, being of sound and dis-
posing mind, mernory and understanding, do make, publish and de-
clare this my Last Will and Testament.
1.
I direct the payment of all my j,ust debts and funeral expenses
as soon after rny decease as the same can conveniently be done.
2.
I give, devise and bequeath all the rest, residue and remainder
of my es~a~e, of whatsoever nature and wheresoever situate, to my
husband, C. Boyd Wood, absolutely and unconditionally.
3.
In the event that my husband, C. Boyd Wood, should predecease
me, or should he die at about the same time as I do, such as in an
accident common to bo~h of us, then in such event, I give, devise
and bequeath my entire estate, real, personal and mixed, whatsoever
and wheresoever the same may be situate, to my five children, to
Ifit, Claribel Louise Rosenberger, Gerald Boyd Wood, Kenneth Eugene
VJood, Joyce Eileen Wood and Janet Marie Wright, share and share
alike, per stirpes.
LASTLY, I nominate, constitute and appoint my husband, C.
Boyd Wcod, Executor of this my Last Will and Testament, and in the
event that my said husband should predecease me, or should he be
unable or unwilling to serve in such capacity for any reason,
then in such event, I nominate, constitute and appo~nt my sons,
to wit, Gerald Boyd Wood and Kenneth Eugene Wood, Co-Executors
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of this my Last Will and Testament in his place and stead.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this
to
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day 0 f CY<..:;ui-C'!.....;
, A. D. 1977.
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Signed, sealed, published and declared by the above named
Mary M. Wood, as and for her Last Will and Testament, in the
presence of us who have subscribed our names hereto as witnesses,
at the request of said testatrix, in per presence and in the
presence of each other.
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