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No. 21 - 94 - 31'1
Estate of Mary Lou Wolfo
I Deceased
DECREE OF PRODA TE AND GRANT OF LETTERS
"
AND NOW APR IL 7. 19.-ii-, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Inslrument(s) dated Soptomber 7, 1990
described therein be admitted to probate and flied of record as the last will of Ma ry Lou Wol fe,
de:::eased
and Letters Testamentary
areherebygrantedto Willirun 1'. Wolfe. Jr.. Executor.
Mar
, 110 flnlik
Ro~er~{)~~fl~:~;illl~sCl' #40385 1:Jd' I
Keefer, Wood, Al en & Ranal
ATTORNBY (Sup, CI, 1.0, No,)
P.O.,Bgx 11963,210 Walnut St.
lIarrls urg, PA 17108-1963
FEES
Probate, Letters, Etc. ."."", $
Short Certlflcates(1 ~ . , , . , , , , " $
305.00
30.00
Renunciation .............. " $
.X-Pages ~1.00
JCP $ 5.00
TOTAL - $~,.oo.
Filed """ NRI.~, 7.0, . m,4, , , , , , " , :, "
~z;.t,..i/ ,.o.u..6a-b. ~-'- ;Oa...:l /- ~. 191' J ~ ..
( 717)
ADDRBSS
255-8059
P"ONB
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LAST WILL AND TESTAMENT OF
MARY LOU wom
I, MARY LOU WOLFE, of East Pennsboro Township, Cumberland
. County I Pennsylvania, do hereby make this my Last Will and
Testament, revoking any former Wills and Codicils made by me.
FIRST: I am a widow. I have five children: Mary Beth
Hamacher. (born March 30, 1960); Susan Carol Pettis (born April
19, 1961) I William Franklin Wolfe, Jr. (born August 30, 1963);
Michael Blaine Wolfe (born February 15, 1967) I and Kristin Marie
Wolfe (born February 2, 1970). These per.sons and any children
born to or adopted by them are described in this will as "my
issue. II prov ided, however, no adopted person shall benef it
hereunder unless the order or decree of adoption is entered
before such adopted person attains the age of twenty-one (21)
years.
SECOND: I make the fallowing specific bequests:
(1) I give my tangible personal property and all casualty
insurance that I am carrying on said tangible personal property
to suah of my children who are living at my death, to be divided
. equitably among or between them as they may determine, or, if
they are unable to agree, as my Executor shall determine, after
considering the wishes af such children. I have complete
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1(, , ,'.,
I
oonfidenoe that my children or my Executor will honor any written
instruotions that I may leave with regard to said tangible'
personal property. Any suoh property not so distributed shall be
sold, and the proceeds added to my residuary estate to pass as
hereafter described.
(2) I give and bequeath to my son, Michael B. Wolfe, and to
my daughter, Kristin M. Wolfe, a pecuniary bequest to eaoh of
them in the amount of $15,000 per semester (or equivalent unit)
for each semester (or portion thereof) remaining to complete the
courses of study which they have chosen as of the date of my
death. I direct my Executor to exercise broad discretion in
determining the amount of this specific bequest in order to
accomplish my objective of assisting my youngest children to
complete their chosen courses of education. Such education may
include vocational, graduate or professional training if such
child so desires. My Executor shall determine the applicable
number of semesters within nine (9) months after my death.
THIRD: I give, devise and bequeath the rest, residue and
remainder of my estate, real and personal, to my issue, in equal
shares, per stirpes and not per capita. Although I impose no
-LLbf''''\' II' )(Y....
-2-
. ,
legal obligation, I trust that my issue will provide for the
lifetime support of my parents, Blaine C. Blessing and Mary L.
Blessing.
FOURTH: If all the benefioiaries desoribed in Artiole Third
above are deoeased and no other disposition of the residue of my
estate is directed by this Will, then and in that event only, I
give, devise and bequeath ~uch rest, residue and remainder of my
estate, real and personal one-half (~) to those persons living at
the date of my death who would be my heirs, their identities and
respeotive shares to be determined in accordance with the law in
effect in the Commonwealth of Pennsylvania at my death, as if I
had died intestate, and one-half (~) to those persons living at
the date of my death who would be my late husband's heirs, their
identities and respective shares to be determined in aocordance
with the law in effect in the Commonwealth of Pennsylvania at my
death, as if he had died intestate on the date of my death.
FIFTH: If any person under the age of twenty-one (21) years
shall become entitled to any share hereunder, then such share
shall immediately vest in such beneficiary, but notwithstanding
the provisions herein, my Executor may distribute such bene-
ficiary's share to any adult person standing in loco parentis, or
to a legal guardian of suoh beneficiary, or to a oustodian (to be
selected by my Executor) under the applicable Uniform Gifts to
-3-
/Y\<>.1./lllt.(I\'T-
-lii'il, .'d'""" d.! ,.,~jt!. " I j i,.
Minors Act, without requiring bond of such adult person, guardian
or custodian. The receipt of such adult person, guardian or
custodian shall constitute a full release of my Executor for any
property so distributed.
SIXTH: No porson shall benefit hereunder unless such
beneficiary shall survive me by thirty (30) days.
~TH: (1) I name my son, William F. Wolfe, Jr., as my
Executor. If he is unable or unwilling to servo, I name my son,
Michael B. Wolfe, as my Executor. I direct that my sons, herein
referred to as my Executor rogardless of number or gender, serve
without bond in any jurisdiction in which called upon to act.
(2) Except as otherwise provided herein, if all of the
above persons should fail to qualify as my Executor hereunder, or
for any reason should cease to act in such capacity, the succes-
sor or Bubstitute Executor shall be some other child of mine or
an attorney-at-law, which successor or substitute Executor shall
be designated in a written instrument filed with the court having
jurisdiction over the probate of my estate and signed by my son,
William F. Wolfe, Jr., or if he fails to act, signed by or on
behalf of my son, Michael B. Wolfe, or if he fails to act, by a
majority of my surviving children or if they fail to act, by the
court having juriSdiction over the probate of my estate.
-4-
A'\(\ " 11./1(( II i"l!c
, (
ing an appropriate instrument (in accordance with section 2518 of
the Internal Revenue Code of 1986, as amended, or suoh similar
section aA may then be in effect).
(4) My Executor is authorized and empowered to sell at
pUblic or private sale, or exohange, and to encumber or lease,
for any period of time, any real or personal property and to give
options to buy or laase any such property. Additionally, my
Executor is authorized and empowered to compromise claims, to
borrow from anyone (including a fiduciary hereunder) and to
pledge property as security therefor, to make loans to and to buy
property from anyone (inClUding a fiduciary or beneficiary
hereunder); provided that any such loans shall be adequately
secured and at a fair interest rate.
(5) My Executor is authorized and empowered to
allocate property, charges on property, receipts and income among
and between principal or income, or partly to each, without
regard to any law defining principal and income.
NINTH: All estate, inheritance, succession and other death
taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all prope.rty comprising my
gross estate for death tax purposes, whether or not such property
passes under this Will, shall be paid out of the residue of my
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C P AU CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0 NAME COMPl EIE MAlLlNa AO[)~ES,p () :0
R ~ Brid et M, Whitley, Esq, Keefer, Wood, ~f.Len &2Rahat:?~
~ ~ IElEPHnNENuMUER 210 Walnut:, PUrO. Box 11963,> (~
T 717) 255-8027 Ilarrifl!lurp" P~: 1710iF.!1963.: ",
1, Aoal Eslalo (Schodulo A) (1) 2 I 5 {.OOO ~ ' '
2, Slacks and Bonds (Sohodulo B) (2) 76 I~ 31 N
3, Closoly Hold Slack/Partnership Inlarosl (Schedulo C) (3) . N,.o~(' . 'J .,'.
:: ~::~~:~ka~:p~~:~S&A::~:~I~I,~o~~sh;:~;:,~~ Ploporty ::: 138 ~~; ~ fh'~:
(Schodulo E) N
8, Jolnlly Owned Ploporly (Schodulo F) (8) _ None
7. Translols (Schodulo G) (Schodule L) (7) 105,000
8, Tolal GlOSS As.nls (lola' IInns 1-7)
8, Funnlal Expnnsns, Admlnlsl,allva Cosls, Miscnllannoua
Expansna (Schndulo H)
10, Dobis, Mort~ngn Ual>lIll1os, Lions (Schndulo I)
11, Tolal Doducllans (Iolalllnos 9 & 10)
12, Not Valuo 01 Estato (II no 8 minus lino 11)
13, Cha,lIal>lo and Govornrl1Onlal Boquo'l. (Schodulo J)
14, Nol Volue Sub/ocllo Tax (linn 12 mlnu.llno 13)
16, Amounl olllno 141axablo 01 S% 1010
(Includo valueslrom Sohodule K 01 Schodulo M,)
18. Amounl alllno 141axoblo al15% lalo
('ncludo vnluos Irarn Schoduln K or Schoduln M,)
17, Prlnclpallllll duo (Adlllllll Irom linn 15 and Irom IIno 18,)
18.Crndit'/Sp Poverly P,lor Payments Dlscounl
O. 0 . 0
18, II line 181. gloatar Ihun linn 17, onlar Iha dllloronco on linn 19, This Is Iho OVEAPAYMENT,
~ 0 ICheck hare II vou are requeaUng Ilerund 01 vour overpayment, I
20, IllIno 17 Is groalor Ihan IIno 18, on lor Iho dlllaronco on IIno 20. Thl. Is 1110 TAX DUE,
A, Enloltho Inlorosl onlho balanco duo on lino 20A,
8, Enlo, Iho 10lRI olllno 20 alld 2M on IIno 20B. Thl. I' Iho BALANCE DUE,
Make Check Pa ablo to: Ae Isl.r of Wills, A ant
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH . .
Undllr ponaltlU 01 plrjury,l declMllll1a' I IIh'lIllxAmiiilld tlllsllltu'n,lncludlngdCComIl4nYlnlJsclllldul@~Jnd s!"llImenls, <'Inllll! 11111 lJlIst III my knowledgll dnd bllllel,lll'
l'UII,
co,,,cland camlllel., I d,cta'.lhal alllllMlIslalll hAS bun IlIpurllldall,ulI ma,klll vahlll, Ollcf,uallOn III flfllPoHlI' 011111' Ihan Ihll plH~onal rllp'lIS1nl/lll",lIIS baud on II
Ilnlo maIm ~l'-l
WIlIChpIIlP"", has IlllyknGwllldgll, . "/,
--I . +
SlGNATUnE or PEn,o" RE'PON'IIGlt ron FILING "tTuRN A[)Cl~l~el'. '~)l J,'J 11.~" ,; I DATE
. ..~ H.. :\I.':-t!..I......_.. c. L.~ tr .1.f.....X.UhYr.l...
~~., .~~.l:L !,.C:I!~I....... _.... ... ../.................
\Hlljllm fl. \V0lfe, .Ir" Executor MI'c1ll111icflhurg, I'A 17(j'jS
:)ll1NATUnf. OF f'flEfWlEIl Oal( fl TtlAN F\lPR( SENTAlIvr A(l(Jl\[~iS
~j(<'(lt.vl' ')1(, dial",
.ili:l.~~ ~I. \Vhitlov, EHc,
CnpYflghllcll:I!lllo,m lollwar. unlv Cenlll' PllIel 5nltwllll, Inc.
I
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COM~!'~A"hlW001!~{~'t,rb~ANIA
HARR19g~~O,~A 1"21.081)1
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
NUMBfA
FOR OATES or DEATH AFTCR 12/31111 CHECK HERE
IF A SPOUSAL 0
POVERTY CREDIT IS CLAIMED
FILE NUMBER
219/1-0319
(~)V--
DECEDENT'S NAME (LAST, FIRST, AND MIDULE INITIAL)
Wolfe Mary
L,
COUNTY COD[
DECEDENT'S COMPLETE AOURE9S
2914 Sunset Drive
Camp Hill, PA 17011
YEAR
SOCIAL SECURITY NUMBEA
190-28-2615
X 1, Orlgln~1 Aolurn
Counly
Cumlwr111ud
o 3,
Rsmalndor Aslurn
(lor dalos 01 doalh pIlar 10 12-13-82)
Fodoral Eslalo Tllll
Rolu", Aoqulrod
Tolal Numbel of Salo Dspo," BoxGO
04, Un;tsd Eslalo 041, Fuluro Inlolosl CO'"4llon,.o [] 6,
(101 datos of doalh a"or 12-12-62)
OIl 8, Docodonl Diad Tosl.lo 07, Docodonl Mllintalnod a Uvlng TIlISI 0 8,
(Allach copy 01 Will) (Allach a copy 01 Trust)
A
E
C
A
P
I
T
U
l
A
T
I
o
N
(8)
535 , 070_
(9)
66 , 65/.
(10)
9,534
(16)
(11)
(12)
(13)
(14)
76,189
/158,881
None
458 ,88(
27,533
458,881
x ,06 =
I
X
C
o
M
P
U
T
A
l
N
(18)
o X,151l
o
I
(17)
27,533
Inloro.'
o
(18)
(18)
o
o
(20)
( 2M)
( 20B)
27,533
o
27,533
Kl!l!r"r, Wood AI leu & Rahal
- . . . ~ _ . . . . . . _ . . J _ . . _ . _ . . . . . . . . . _ _ _ . . . . . . _ . _ _ . . . . . . . . _
210 Waluut, p, 0, Box 1.1963
il:l1:ri :s'!;tii:':' i'ii'. i ii6H-:i<i6'j....................
DATE
FOfm 1500 IA...., 1l-9t)
LAST WILL AND TESTAMEN1-Qf
MARY LOU WOLFE
I, MARY LOU WOLFE, of East Pennsboro Township, Cumberland
County, Pennsylvania, do hereby make this my Last Will and
Testament, revoking any former Wills and Codicils made by me.
FIRST: I am a widow. I have five chHdren: Mary Beth
Hamacher (born March 30, 1960); Susan Carol PettiG (born April
19, 1961); William Franklin Wolfe, Jr. (born August 30, 1963);
Michael Blaine Wolfe (born February 15, 1967); and Kristin Marie
Wolfe (born February 2, 1970). These persons and any children
born to or adopted by them are described in this Will as "my
issue." Provided, however, no adopted person shall benefit
hereunder unless the order or decree of adoption is entered
before such adopted person attains the age of twenty-one (21)
years.
SECOND: I make the following specific bequests:
(1) I give my tangible personal property and all casualty
insurance that I am carrying on said tangible personal property
to such of my children who are living at my death, to be divided
equitably among or between them as they may determine, or, if
they are unable to agree, as my Executor shall determine, after
considering the wishes of such children. I have complete
(1/; I L' 'l
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I
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oonfidence that my children or my Exeoutor will honor any written
instructions that I may leave with regard to said tangible
personal property. Any such property not so distributed shall be
sold, and the proceeds added to my residuary estate to pass as
hereafter described.
(2) I give and bequeath to my son, Michael B. Wolfe, and to
my daughter, Kristin M. Wolfe, a pecuniary bequest to each of
them in the amount of $15,000 per semester (or equivalent unit)
for each semester (or portion thereof) remaining to complete the
courses of study which they have chosen as of the date of my
death. I direct my Executor to exercise broad discretion in
determining the amount of this specific bequest in order to
accomplish my objective of assisting my youngest children to
oomplete their chosen courses of education. Such education may
inolude vocational, graduate or professional training if such
child so desires. My Executor shall determine the applicable
number of semesters within nine (9) months after my death.
IHIRQ: I give, devise and bequeath the rest, residue and
remainder of my estate, real and personal, to my issue, in equal
shares, per stirpes and not per capita. Although I impose no
.1'1 L
1/ :11, I :~'-
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I
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.
.
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legal obligation, I trust that my issue will provide for the
lifetime support of my parents, Blaine C. Blessing and Mary L.
Bl13ssing.
FOURTH: If all the benefioiaries desoribed in Artiole Third
above are deceased and no other disposition of the residue of my
estate is directed by this Will, then and in that event only, I
give, devise and bequeath such rest, residue and remainder of my
estate, real,and personal one-half (~) to those persons living at
the date of my death who would be my heirs, their identities and
respective shares to be determined in accordance with the law in
effect in the Commonwealth of Pennsylvania at my death, as if I
had died intestate, and one-half (~) to those persons living at
the date of my death who would be my late husband's heirs, their
identities and respective shares to be determined in accordance
with the law in effect in the Commonwealth of Pennsylvania at my
death, as if he had died intestate on the date of my death.
FIFTH: If any person under the age of twenty-one (21) years
shall become entitled to any share hereunder, then such share
shall immediately vest in such beneficiary, but notwithstanding
the provisions herein, my Executor may distribute such bene-
ficiary's share to any adult person standing in loco parentis, or
to a legal guardian of such beneficiary, or to a custodian (to be
selected by .ny Executor) under the applicable Uniform Gifts to
,~,:" , . , '
I., I, \,Jil.,....
.- I ___, _,t, .~
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11
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_...._.:.::;:.:::;::-=:-4~-:-:':""--.~:"""':~":"~~
Minors Act, without requiring bond .of such adult person, guardian
or custodian. The receipt of such adult person, guardian or
custodian shall constitute a full release of my EKecutor for any
property so distributed.
SIXTH: No person shall benefit hereunder unless such
beneficiary shall survive me by thirty (30) days.
SEVENTH: (1) I name my son, William F. Wolfe, Jr., as my
EKecutor. If he is unable or unwilling to serve, I name my son,
Michael B. Wolfe, as my EKecutor. I direct that my sons, herein
referred to as my EKecutor regardless of number or gender, serve
without bond in any jurisdiction in which called upon to act.
(2) EKcept as otherwise provided herein, if all of the
above persons should fail to qualify as my Executor hereunder, or
for any reason should cease to act in such capacity, the succes-
sor or substitute EKecutor shall be some other child of mine or
an attorney-at-law, which success~r or substitute EKecutor shall
be designated in a written instrument filed with the court having
juriSdiction over the probate of my estate and signed by my son,
William F. Wolfe, Jr., or if he fails to act, signed by or on
behalf of my son, Michael B. Wolfe, or if he fails to act, by a
majority of my surviving children or if they fail to act, by the
court having jurisdiction over the probate of my estate.
-4-
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-
(3) My Executor shall receive reasonable compenBation
for services rendered.
EIGHTH: (1)
I give to any Executor named in this Will or
any Codicil hereto or to any successor or substitute Executor all
of the powers enumerated in this Will and all of the powers
applicable by law to fiduciaries in the Commonwealth of Pennsyl-
vania and in particular through the Pennsylvania Probate, Estates
and Fiduciaries Code, as affective and as in effect on the date
hereof, during the administration and until the completion of the
distribution of my estate. I direct that all such powers shall
be construed in the broadest possible manner and shall be
exercisable without court authorization.
(2) My Executor is authorized and empowered to acquire
and to retain, either permanently or for such period of time as
my Executor may determine, any assets, including the capital
stock of &ny closely held corporation, whether such assets are or
are not of the character approved or authorized by law for
investment by fiduciaries and whether such assets do or do not
represent an overconcentration in one investment.
(3) My Executor is authorized and empowered to
disclaim any interest, in whole or in part, of which I, or my
Executor, may be the beneficiary, devisee, or legatee, by execut-
t\
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"
inq an appropriate instrument (in accordance with section 2518 of
the Internal Revenue Code of 1986, as amended, or such similar
section a~ may then be in effect).
(4) My Executor is authorized and empowered to sell at
public or private sale, or exchange, and to encumber or lease,
for any period of time, any real or personal property and to give
options to buy or lease any such property. Additionally, my
Executor is authorized and empowered to compromise claims, to
borrow from anyone (including a fiduciary hereunder) and to
pledge property as security therefor, to make loans to and to buy
property from anyone (including a fiduciary or beneficiary
hereunder); provided that any such loans shall be adequately
secured and at a fair interest rate.
(5) My Executor is authorized and empowered to
allocate property, charges on property, receipts and income among
and between principal or income, or partly to each, without
regard to any law defining principal and income.
NINTH: All estate, inheritance, succession and other death
taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property comprising my
gross estate for death tax purposes, whether or not such property
passes under this Will, shall be paid out of the residue of my
/,11 '\ ( , I
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(ic9cgo elmlflor
UNIFORM RESIDErrnAL APPRAISAL REPORT "~No, -050
2914 Sunsot Ilrlvo co,cmrp 11111 .,. I'll .."'" 17011
Doo'l IJook 22), Pogo 622 '- C\mtJorlooo
09~19-1594-021 'IlVIt,Nf\ fl. h.,.NotPt'ql1idctpl(tlf~~'
(':"",~o-r r:flt:ll~ Lou Wolfe ~ o.r.... T--.l
I'.. ,..l<tI'CU 'Illfk1fl!!-.LJ'lC =r Cord:nt\I.fII'W~A 11041 A.Io
___N... Kneb 11111 ...._09-19-1594-07.1 ,...",..107.9oISI11324o
UlM:lt' NA Otllol.... NI\ O'"".....Vd.~tlbencNtft~bW,...by....,N1\
~""" Keefor, Woed, IIlIen & Rllhol .....210 Woln"t Stroot, l' 0 llox 11963, 16'11' I'll 17106
_ Goo e Clo" I 5 ..... 2 0'. St. t.
J 1.Meb'l VIbIn X ""~ 3 AI".. .'rtdornlnlnl ling It f."'lIt houIln9 Pftttnlland UN % Land UH c~
. ....... 0-"'" X I.',,, ~: u....u'" ooclJ9'nCy ~1 ~ Ilr......., 60 f-J........., Ix I'...,
I ~r". n'J*! X. tWllt . Ii.. ~x Ooorc' '10 1_ 1 I~"""" 5 110.....,...
I~ ~....., rcrtl""O X. ....... I ~ ,.......,. l~O 'fVllQ. ..."''-''''t 0 10 Vllcant Iluxt to
;,: o...~ X ~\fQI ~~.. D. jo..'IlM :x v.....nl~.'\I.lWr'lt1omlt\lnlr" ('~ 0 Rnoidnntlal
t.l~.*'t,~ \.hit<),_ u....,. o,.e.,,,.,. V"'~S"1 PfllOOO ~Q. VIICdnt.35__. [X!yolopoont. ___
Nol.: Ate. find tht t'I(llll' competition of 1"- Mlghbothood IrI f'Ol .ppttllal '.elM.
_..,...... .... .___ 1110 A"bjoct neighborhood O'O"910t.n of Eoot Pcnnsboro 'ftMtUlhlp 000
B"rroordlng ITllnlclpalltie9 In tho ClllTp 11111 oroo of C\mtlOrlOrd Count.y, I'll,
'trbt hi llltct'" "'''''''1''0'''' ~I" h l"ItIIth'wtrnl !po......, t) ..,.,....... ....I~t..~~,~.. t\ ",_I."~J
111e I'r'lJOrty being vol"ed 19 lOCllted olong tho north 9100 of SUnoet Ilrive In tho reoldontinl
dcvelqIOOnt known 00 ~nob Illll. 5hq~)lng, 9choolo 000 churchoB oro locat<<l wlt.hln 3-6 mlle9 of
the dovolqlOOnl. F\111 9otvicO Ahewing io oVBlleble ot Conp 11111 000 Cepltol Cit.y Mallu
awroxllMt.ely 5 IT'lle9, Public 9ch001 9tudontR oUeOO EaRt I'cnnBboro SchoollllBtrlct, ElrploYllllnt
centerA ore located In IlRrrlBlxlrC], Canp lIill ort! McchanlcBI:<lrg,
- .....
l....DI~
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-
"'..wI!'lYdt:J"" '" ~ ~rnl ~"1\l(I'V1 hr ,. It>.... cr<<t,tWIt ,..ltdtl'" ho'd ofrr'l*'Y' """. .....Vtdo~, trd"'........,..... .IUdlMdI'lIOf'l
~~tb"."'h,..~.dltr'ftI.'I\ol"'pt'lI~O'''''I...-drr.rt'q~"",,..t11
t-\01'ket cordit.iono in t.he Bubject. nelghOOrhood arB conolelaroo m:xlerately activo, lIH?roxllMt.ely
~ '/..17. .hooBe9 or vnriooB 9t.yleo are for oola wlt.hin 3 mileB and o,e In CCll{JOtltion with the
,\ nobject., 'lYl'Ical financing for rosldential prq>lrtieB Include 60' loon, 1..3 IXJIntB, 6.9'
\ lTOr\:glgl intereet. rate9 for up to 30 yeorn,
Pfottclll'llonMllOn tOf PUD. (M I~I.. "'" ....~b,obr" ~ oj '" I""" 0....,- AWOf1I~ ,.,.1.1' I 1"1"
~~."bI""'"'btfo'ur.-."''''~~1 NA J.wc"'I"bWrUf'IIbf<CllIllItv_"h~~
~CCl"JW'IOOl'l~M'dtW't.1ontl1ttaM ~
_ 156.5 ft., x 106,14 ft.. x 151.9 ft, x 100 r~4 ''''''''' f,vorogo
... ft, 15,093+/- Bq, ft, c.~,. I l," !xl"" ... Good
. _....."'....""...."..- R-l Re9idontlal 5(1)910 frntllY .... I rrcgu lor
:: r'"'O<<t"~ ly.II'~ L_ll'~~('~"""'''*'''f'''''l rl.., 1'.,~ ~thI1t Average
~ ~_!.!"!'~..trCl'O~ -IX] ,........,..". J jOht""lt~l . _ ~... Geed
::~~ r;~x.. OM ~.::'m~=..~ ~T -~. =~ ~:;~ ~Iy
~.tH ~ ~"".. Concreto ,.,.,,, ~ ~ Htrto'lJ ktt r I YH [Xl No
..,....,..... septic h"'~ None _ ""''''",.,. C IoI-c1OtIl 4/15/77
~~__. U ...______ Ally. Nono _... .':'''L.'.~~.._42PJ59B__._._..______......_n
~(~...,..,..It___I"Y'f')~,"""''''_~ .......'" lt9"OI"~ll\'II"fW\"""Ir9~l/tII.t~1 Interior lot
on t.h9 north Biela of SUMet Ilrlvo in E, PennBboro Twp, LaOOsC-'plng exhlblt.B an (lbundonce of
t.uro 9 rubs 8 1a t.i ,'8 coo rear ard wit 20 0 i ouoo ' 12 x 45 tio,
iltlNA
NIl
OfNflW DI&CRIP1O'-1 flrUAIOf\ Pfar,nlPllOfl ,o.H14f'(11i
M1 of '-"'" One 'oo.MI'-'" ConcrI3lock &lib
"., 018",," 'I\I.o f>'lttbW'" Brick/Alum c"...~
''''' IOI','U I ~tll.ch Asph/Shng1 ft._~
~(1"'1 Spt/1ev1 ~.~ Ahnninwn ""'p","",
......_ f:xl9ti """" T~ lJoublcllung 0......
AotlYrtl 25 +1- ..........~ Yea ~....-..
[~,r ~ ['- - - ,= -,- - ':~
,......,....tbM c:r:roltt.. 10 FlooroI.. 5 ~II
'H'I\()I\ ""Itf\tW.~ ..P",....O _l1ellfN (lllIP "n~
:: t~~:;;;{cr~ :: giiWat::-F ~'1 ;:
'''''''~ ~ Gx:d c"""""" G(xxt .~.- .0 r-OQ 'II~
8tf'lOT.f C.T/Vinyl Gocd ccn....o ~"' X hMt
IlffI w...." Coramic1' Go:d c.<w Yon '....lhJct .K r'I"OI
W:xxl Good Oh< WrTo..... X lilt'"
Fl:Ccrami Gcxd ~ Good w.....flt...... I't.-.,
~1t.\,oItll~I.""''1r.!l'no'''....'''.,''.,1 1),.,10111ng l1~rB to be
wl~h gxx:l quolit.y lMteriolR URoo thro"goout.
(,~ol"" ~__... !it~I...,ltl'f'/r"tl.',<Y1b'\t'- .1'Y1.....""'lIlf'tI.~."j.*t.,,~, """"''"o~, .~' Split
level 9t.ylo <Moiling In good O'omltlon with 2 car built-In goragl, phynl(:el - deprcclotJ.on due
to age Olxl condition, l~lIlct.lonol .. nono, r:xt9rl1ll1 - no odvorAo locotlonol featureR notoo,
Imol 3 hoo 4 br/? l>1thn (1,059 9g, ft,) 800 Imo1 4 11010 I hr, (357 nq, ft,)
""-~N'tIf""",*",,(ll.rll It "",,,,,I~b, 1'IIl,.,....,.......1 t'1"ltJ'>tl:t...... ..:II"'........,N..~ MN_, CO'l'l t. ~""""'II~~11tot
..... """" Nono kn[J,o(Jl - /lf~)ralner IB Ix,t qUBlif.l.oo t.t) dote<.t ouch Bubet.Bnce9,
000 totmlt.o eortifir.ationn BUcnmt.oo OhO\11d ormortv be I1'/Irketocl,
'~UIo\'l'f"Il'''..'
o
o
100\
No
No Evidence
Slight/JIqo
~~ ~b~45 ::'~~er"c]~ll
'*< 0100kTil WoO IIverog.
... Pan/all "'" IIvorog l(
""" Dk/l/ /Con ,.,.. _
~ r,..., Yea ~ I
"""
St.orage
"".t<! n
1,045
603
1,175
.......\..'1),6
...
I
FUI Rm
__5
3 8tt(II;
,lUrtlI!1U
i I rn.....1Il, 2
"b
3 9 ~'"Iolcn.l
CAR IlTOI14Ql
,.,.. [I
""'"
"'-
"'"
X """
AII..r.d
"'.....
,...
.....
7. car
"'"
.x.
.101Al.K'('l'tIMI...........t,............, 1.f(l(),IJ..I.lM'(\1
PAQ! \ Of' I
'~U..''''"'Ir)tl.t.t1
V.luotlon Iocilon
UNIFORM RESIDEN11AL APPRAISAL REPORT 'I~ No, 4-0502RI
. . !.I/OOO COmmetltl ~n CoIl Appfo.eh (tur.h", 100ft. 01 eo.' Mtimtlt. I~'
y.kIt, tqcJI" 1001 tt'(u1.t~n end to, IlUDt VA and FrntlA, N
"~m.lld r'rNltllt'\Q tc:Onomlc kIt ollht proptrty);
Source of OJot.s - Harshall Vaiu.t.1on
service and tocel Cont.ractors
'.
191,640
11,025
15,000
4,~\60
222,225
IIfNATfO IlT1 VAl!;'
II1NATrO ,1I,MlWI04 tOI' ftIWOf ",rlWV",,'HTI
-.. 3,194 "" II 60,00 ..
Fin.llGmt, '135 "" II 15.00
!Wi , Fence
__ 456,," II 10,00
'.....~CMI'...
,... .......
~b1 5!i,55~
~1MVoMoI~'"
'M.'VM.ofol"'~
, IHDICAn. YALUI IV COlT A"AOACH
~.
,-
.1
..
'.
.1
55,556
166,669
5,000
216 669
EstiIl'Bted rBl'Bining econunlc life of the
dwelling is 30 yearo,
161 00
COlolPAAAM' HI) I
u78.f Ar Ii ngtClnRD....:r d
Cenp IIi Ii
8 BlocKo
. 170 000
1 69:93 ~ !II!
Q>ML , ec..rt 1I0uso
np,l Ilt.AAct
29i4S\IIIAet Drive
"_. cmp IIi I
~=~~
,.
~ ~u, Ntl
I.
Cc:>>.I,AIVllUH() I C(f.l,A.IVJllIIKII
. 022Cof1Ocvquinet:Dr islia SUMeCDiI;;"
fJlIl{l IIIIi Cenp 11111
,!i.!.Jl\!.lee 1 BlOCK
Wlill\J1H. ,,,Jr.. 3~~.~ . ,J~I
, 73.80 /, ll'itI"I't I, I 89,59'
OW. & court Iloune rnn, & f.ourt Houne
\
........
......,.""'1ta.RII
VAlUl!~IW!'411
............
--
De"oj"""""'"
I '-'"
1 ',ttWdi.,.. ~
\...
-.
0tt\JI.....~..
""".-
...
eo--.
--
....e."
()OIf~M'
~.~4
..,...... .....
--
...-
".",llIdtnl""'"
-
1'uldI.,..,.Dtd.
~'I.t1Il
,....,..~"'"
DUG"'Pl04 OUCflIMOO! I n I ~
. . ' :,:f \!J.l COnventloMI
, I.' 168 1l,0,M,
,,, J, I.'.: 1-94
Goo:l . Equs I
Foe Simple Fee Slnple
Good Super lor
Good . Fquol
~'pt/levl 2/Stt>ry
Good Fqual
25 t/- 25
AverllglJ Superior
ToW M"'f fltIN TOW ~ hN
10 5 3 10 5 3,5'
3.194.." 3,103""
StorllglJlRR StorllglJ
70\
Good Fquol
OIM/CA flIP ICA
Innul.tion Fqu.l
2 CarBlt-in 2 car Att,
Patio{Porch Fquol
2 Fireplocee i Fireplaco
Fence, !WI Infsrlor
-10,000
-20,000
-2,000
-275
tl0/000
t3,OOO
+5,000
ot:SCRIPTICf-l Ilnl~
Conventiol\61
92 O,O,M,
3-94
Fquel
Feo Simple
Equ.l
equal
Cepe Cod
Equal
22 tic
superior
Tr>W IkfITIII .....
o . 4 '3,5 -1,000
1,797"" . t34,925
Stt>rllglJ tIO,OOO
DfftCRI,tlCf-l 1'\I'A4~
conventi0061
74 O,Q,M,
10-93
Equal .
Fee Simple
Eq\Illl
Eq\IllI
2/Stt>ry
F.<:JUlll
30
SUperior
ToW M'/IlII 8t'"
9 . 4 . 2,5
i,431" "
Storage
-5,000
-5,000
tl,ooO
t19/075
tIO/OOO
Equal
OlM/CA
Equ.l
2 Car Att,
Equal
1 Flrepll\co
Inferior.
F.qu.l
OWCA
Equal
Eq\Illl
F.qual
Equal.
Inferior
+5,000
+3,000
+5/000
! ?~_~ ~i i~:_J~:::::Ji.~~:::::: L_2;:::::_
I _.._c_..........__......Nt...~,.., salee used were aU reasonably
': slmilor style dwelllnge in the nBlOO neighborhood and subject tt> reasonebly. B,lmHor amenitiee.
.~ N:ljustloontn were oosed on n\'lrket extraction BOO/or judgaoont. The irdl.ClIted velue range on the
.1 /Jl:x:t{e grid exterdR fran $200,075 tt> $220.625. The irdJ,ClIted Il'BrKet v.lue is eatiJMted. to be
! leas than the uwer eOO of the value range ond at $215,000 with greatoot wight on sale 1. .
~~Il~;,.]::iZ':~~=J=~:f...I: =:~.==-
_rrtIfI1~'"Yca-"'"'~Dl...,~,f!f...-.q.,.,.,.~~tnd..........of...,ptlI..'"OI~...,lIlI"'Otl'.,..-.lt*\onlI.,....oftll..o\'.~
The subject property in on ""'ler occupiOO split lovel dwelling with 2 ClIr ooilt-in g1U"(JA e.rd
lngroUOO pool. No prior ""lea within one year, ..' .
IHDlCATlD YALUI BY BALli CDWPAAIlDH APPADACH I 215,000
'HOf(l~nD VALUI BY IHCOWI A",.OACH (If ~I 1......1Itd l,I~llW'o1' .tot) Il)ootIl\tnl"""'" . ·
~ lHI......."'.... .1 "tll' X ..~ttltof~,tItr..,... ~1lI~-.d~ uttcttlllOf"l..t?nptf...tfd~b'II
if ...-.. ......' Suhject to .atlsfactory tenulte, .eptlc .00 rMoII certifiClltionn with awraisoo
j velue hesoo on elenr teet reBultn, Innufficlent !MrKet. data WIl9 nvllilehle to process
.... _'" the Incare Approach. The CoAt J\Wroach io considered 600 used lID 6 checK for this
ewrllilJl\l 600 typiCl\lly .ots t.he uwer llmlt of value, 'I11e sales CarpIlrlson Approach in demed
1IOIlt. re!lOOle aOO given grenteD" weight.
""" """*01.... K(ll..... ..b.......1t N 1I\IO'cIt1\'tW GIN ,....~t...,. N "*fIdol....~ b...clOll.... ~ CIIl/'dllOrWtl'dtll~'b\~JIt'd~
cwdIbtt, trot ,.......1 .-lJt M~ hI n th-.d tl tlI ."td'H ,rt<t1l .II.., r_ ut ,...... 101M ~ l00t1l f"t..-.:l I
1(W1)lIl1WATt till MAAKITYALUI, Al DlnHID,O' till AUl PAOPIATYTHATII THIIUBJICTOPTIlIIRIPOAT. AID' March 23, 1994
(WHICH IS THI DATt OflHSPICT1OH AHDTHIIPFlCTlVI DAlIOfTHIIAIPOATjTOBII 215/000
A"AAIIIA: 01 (' (1 Q 8UPIAYIIDAY APPRAIIIA IDHlYIP AIOUIAID):
...... !ljI"I{\'_ \.,. ((tl.oL, ......
~ George C. C aURor, SRA H_
; ..._...... Wly 31, 1994 ..."""'......
~ '11I11I c.rthbl f (:1\00023311 BlI.PJ\ .__c.'*"b'I'
.~ Or...u:..' '11I11I Orlllllll~'
,,",,,WM,_IO ,t1
I \... I \...""
"~"""..,,
...
...
'''''''''''"'011''II1004 .11
"lOlAl..IWt<lM/.........,..IftIril."" t.lOt:),l4.woo1
'''OIt~1
'.
'::'.:.:.L.!.!,U:..~~'.1:.:......J..:.o~.:J:..~".-I,:'. .1,..., .:I......".~::t~r:~L.~.. ;:::r;:.~.~:.:r .,.....
~-_......
...... ~ ....
.....:.:::'-::.-;-.
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. "........~..- ......... ,.,.... ....,.
Itl"'''1
...,......"'h, 1111 .".It.,,11t I,'.
,I
gmltf.~f!, ~~~~l$~P
~ ,'1
\ Tl ".;' jl
.. ,'. "'. . ~j f\
. -,~\ .. "I I
I. ~ 'I.'J.'
;\,1:, , .;:. , '" '). 1 \
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'II,' ':,'
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,1/.," 0.. "" v 01 '~1t4"(
,\'ill"ll'" '''IIlt/rtt! UIlfI ILxty...avln (19611 tl
~\rl1\lrr"
PAUL H. Ntloll Ind HARV LOU MIOft, hh wife, 01
clmp 11111, Cuml>erhnd county, POII".ylvlnh,
OIWI'I'OIUl,
,
':
,
"
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- NlD -
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,.,
..:
WII.LINt P. WQI,PB Ind M^RV LOU WOI,PB, hh wl/l; 01
"aui.burg. Dauphin counLy. 'Inntrly,nla,
OMNTEES,
~11i1"rt";rIlI11"""IIl'~'";"'.J"UIIUI/ "I
. ' "
Fortv-lIvl thou..nd (145,000,1/,,,/1,,,.,
ill/uJIHIIIClId, tll~ r(I'I'I/,. U'/,(rt'''/ ill'I'Itl'/J m,A,'lIu!J11C'dl,'II. 11,,, I"/lt t"'1I1"" do
"''''''U Ille,,;' UIllI ,'"".'rv 1(1 "/11 Illill fflllll.'tI, r,neH /'I'i" 1111I1 u"ciJ''',
^LL thlt eertlln lot 01 qround Illu.te In the Tewnlhlp 01 E,>Jt
pann.boto, CUllllJer1and Count.y, p"nnlylvania, bounded and
de.arlbod .1 fo~loWII to wit.
BEOINNINO It In Iron pin In the cantor IIno 01 I propuled thlrty-
thru, (3)) foot. ,treet., It the oorner of proporlY noW or formerly
of I<annet.h M. tllu9htel Ind llilda It. W.uc"htal, h1l wlh, thance along I
the line of proporty ot the Welt Shore Country club north lWQllty..nin.
U9) de~reel t1flCflln (1$) "dnute. w..t on. hundred tJ(LYoO.1H ,1ntl five..,
tonthl (156.') fDet to . Wlld Charry Treol t.hollc:e all.lng t.ho Unu of
llo')perty now Or:' tormerly. of Hurr.y T. Bratz lInd t:llc<lbeth N. Dretl,
1111 wite, nutth .1Kly..ti~1 (65) dU9ro.. tivI (5) ml11uLoI 1.1t. one
hundred II. end lourtuon hun~rodth. 1106,14) loot to In tron ~Inl
thoneo Ilong thl line 01 othor pruportv nOW ~r lormerlv 01 Cllllord E,
Dretl lout.h twentY-I.ven (27) deqroe. e.,t one hundred tiftYoOone and
nlne tint hi t151.9) het to .n iron pin io tho conter 11no of tlla
prop"lod .troot tint mantioned abovol thol1cO 110119 ..ld conter Une I
and lint of prop"rty noW or tormerly ot KUllnut.h H. WaulJhtol anti !IUd. I
II. Wluljhtel, h1l wUe, south Ihty-thue (63) d09reol WOlt 0110 hundred,
tlOO) loot to In Iron pin, the plaeo 01 B.91..nlnq, I
I
BEING tille tllmu premisol whlah paul Umbaryer and 'loth 11. Umbar9or,
hia \111., by their dllOd datCJd Oecurnbot 31. 1963, Gnd recorded
In tho ut t ice of the Rec:ol'Jer of D~ed. at CIll 11 la, pUllnl)' lv.I\U, 1n
Od.d Bouk .C., Vol. :U, PA1JR If qraoled and convQ)'od t.o paul H. M19h
4nd Hnry LoLl Ami'Jh, hh wlto, the Orautorl hara,in,
'''''''' ., ,~~n,~~.~Y.\U..il\\(,\1l
C.mb, Co" P.,
" 1..1 '11'1"I1~:"'I"
0". ~),,\\:W, .~,:,~S9~.
1ill\:,~\) fl',1H~J:..
C..._, C., Oill, C.I, ~tl, u..
l
I
i
.. .... ...~.. ." I -. ,..
"
. .'1~1
~',':
" ,
:1 ~,
I I"
.' ',j, \l\!..
l..t ~l
,J
'.
:.. t..
.\
1000,{nllti
H2.:!
\
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I,
I'
II
,I
Ii
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,
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......
..............
APPRAI9AL AOOfHOUU
SPECIAl. CONOITIONS
Hilt tnlto'/lllng r,hellkfd It...lI Irtl Ipl'o1ftc IJlItelAI ~nndll1on. th,t WOrll idllntlfl.d bV 'ilia .pprllur durlllg the
lnlpecllnn ot the I.,bjllrl prOpllrtv. ttu, r.~Jl.r'"bh Illllel, 1M lholr Ilnlohborhoodl .nd 100,ULnl.
I.
2,
3,
_L 4,
-L "
9,
7,
-L 9,
0,
10,
II.
12,
-L'3,
<41
_In,
-L19,
-L 10,
-L20,
_21.
>/,
2:\,
20.
",
26,
27,
-L2A.
-L29,
14,
ThE' sUhJ.ct Is Incllhtl In" rurAl orltll IInd h IA" Ihll" 2~' bullt'III" 'l1it condition 11 typlul
And co..on tor '"f! Il'fllI Illd DOES NOT .fhet tho "I'kot V. lIlll ,
CoulIl'ol.1 UIIII A"lI InCAlfld "dthtn the lubl"et 'I' neighborhood. 111.... UI.. '1" typlc.1 ot UIlIlr
llolghborho0t1l1 11111 DOES NOT "tfect tho urkel "11111'.
lnrtUlIlrtlllutol "I" Inc.,pll within thl! luhIMt'. nlllghhorhonl1. Th. pr'llInel ot Indultr1al UUI 11
lyplcnl tor UIf' 1It'llohhnrllOnIl Inri OO!8 HOT "'''r.t tI"t ..rkflt villi'.
V~c"nt anr1 unr1t1vlltopnri hrlr111UU IlI.tI 10cllhr1 wl1hln Ih. .uhlftct1a nllohburhood. Thene UI.. Ir"
typlCl1 fo/' Ih. Irflll Inri 00 HOT Afhet t1l~ IUrklt VIllle.
Tho prodoltnAnl vnlun In thll nlllghhnr.hooil II leu tlllln thllt "f the IArkot vAluo of thll IUhlllct
",'ol,erly. Thl. condltll'lll I. dUll to Iho ,up,.'lnr' qUllltl.. I)t thl IUhJ.ct proplI'ty kl ducrlb.d In
Ihlt rlpor1. Thlll coodlt Inn DOES NOT Atfect thll I.rkllt vllulI,
Tllft ll11hlor.t "roplIl.tv ,,, tnMltnd In" f.C". Idllntlflltr! flood Zonl, Thh connltton DOes HOT ""ot
tho Ilrkot vllu. or tutm'lI 'Irkotahlltty 01 th(l luhlncl "hen fleod inlurlncl coverlg. it r,qulr.d
.nn flhtatnlllt.
Oll'pne... ta not,d In ttln huoun1 of thflllllblll!lt, Thl. conriltlon III cOllltd'rlld IVplc.l tn
rf'<<flllIoglof Ihle ttVIe Rod flOES NOT .ffecl tho ..rkol V.IUll. 8110c1lng or running '1I'Itor "It not
prollont on bUlllont floM'.
Tho Ill/hl'tl III OIrIAI' thAn flv(l (!i) Vflllr, 01c1, All '''chlnlc~1 IYllh.. Incluc1lr,g the hntino,
(llftr.trlcAI Anc1 1111l'hlllg 'vlfnl AppoAr upon A V11lU11 utflrlor Inlp.Ollon 10 bl! tn working order. Ho
WIU'rAntlu IU'fI Ilpltoll In thle "At"MI.
Thlt fllectrlclll .ylto. '<<u 1I0t connlu:Ud dur'lolJ lnll'nct1on,
Tho WAter Illrvlco 'filltt llol connectlu1 durtng Inll18ct Ion.
Th" !lOAllnQ flyAl"1 'filOIl flllul dOlfiln durtng tnflpecllon,
SlJJ'lttc h r.o..on to lllll .r...
RepAir Itlll' "erll oOlfld In thll r.o.unll fillet Ion of tho report, Theil cOluntl 00 rllpRlr Itll.. are
for do.cl'lptlvf> IllJrpoftOIl nnlv 'nd Artl not r'I\IIII'IIc1 "'PIlII", Thl I'op.lr II'.. Ird co.ntte In
nAturo nnil 00 NOT Affect Iho IArk"t vllult.
B1Jhlnnt h now (aUlt,'uetlon Ilnrl Willi 'co.pletoc1 on dAte (If tnlpllcllon, COlpllanc. .nd coapl.tlon
II1l1p8'tlona Illggutollllf'tor. In "tll.lllnt,
TII" lIl/hleet rl'O(lIl1'IV lIoll~ contAin tunctlonlll ohllOlueel1clI II nohd In thl rllport. Thh ('onl'llttOI1
It coulldfll'(ld tVplCAI Awl c.'I.on for Ihll trOI Ind thlt ttyl. dwelling .nd DOn HOT .fhct the
urket vIlu..
Tho hnd vRluI I.coo(h It ao\ nt 1011&1 vllllft dUfI to ttlO high dellnd tor v.esnl hnd in thll
nfllohborhllol1. Thlt ennrhtloo II canUd.red co..on Ind typlcll 'or thl neighborhood .nd DOn NOT
.fhcl the ..rket v"lul.!.
Hili hod VIll1/8 "xcledfl ao\ or totAl VAlue. Th" It duo to the hrgl! IIIlt or Ihlt .Un, Thll
conc11t Ion It cOnlltdornd to hI tYPicAl 10c1 cOllon Ind DOES HOT I'het tno IIrk't vtlu..
Irllllvlc1ulll .dJust"'ntt Wf\ro rOllllll'lIr! thll' ucucl 10\, ThllllA .dJu.tlOnta Wllrll roqulred due to the
lack of lorll atll hr cOlfllrAhln on Ihal tnr!hldu.1 l'IUnO. All three cOlplrllhlu Ir. the BeST
AVAILABLE.
TotAl AdlUl!ltnlltll 'UC(l(l(j U\. Thill III dult to thll lACk of COlplrllhlOl on thAt individuAl rltlng,
AU thrflfl co'p'I'ahlo!!. Artl tllfI BEST AVAilABLE.
Dnfl or .or" COlpAI'llhll:' ullll ANI oldnr tnlln Illl (nl lontha old. A\though thnrfl A/'tl cOlpal'lblll
Ilro"ortlu tn the SlIhlpcl AreAl nono havp lolr! rltclIntly, theretorl, ..181 In '.CUI at It. (6)
.0111hl old hid to bA lJ'rc1, All thrllo co.plrablos uud wore tho BEST AVAILABLE.
Orlll or lore ot thll co'pllrllhhll uurl wore In fUCOn"t on. (I) all. frol tho lublect prOlllrtv.
Allhough therr IlI'It Co.plll'abln pI'oJlnrltel III t/lfl IUlIdlllll Irtl' nonl hive lold recently. Th.r,torel
II WAI nllCflllurV In 11110 cnlllAl'l\hln uh. nlltllrln of tl1ft l..erfll18 .r8l, All r.Mp.rAIII.. IJud IIro
10r.nted In al.llnr nfllghhor'hood!l Ilmll'l'tthln Ihn aUII urkotlno arAI. All Ihree CO'PIr.blu uud
""I'" tM OF.ST AV^lLAOlE.
nl)(]llngr.nl'tlflIlAtlnn In "IlQQn.tlld,
Phllhtna rertlflr.Altnn III luall'llPr!,
fltetrlo.1 r.erllttcatlnn h IlUag""flrf,
Ilflllt 100 cllrt Itlelllloll I. auggllllled.
Floorl HAIIlrd lnllll'Meo II "llggltated,
9nllor II pllyJng Jlnrt or 1111 of clolllng cOlta, Thla ooes HOT .trocl the I.rkot VAlue,
All eOI'l/Il'llblo ."Iell AI'A olollod InIOfl,
Tho aubltlllt "roflnrtv hu nol trAnttnl'r'IHI In lhe put U 1I0I1th..
I~,
17,
Cllont:
Proflorty Addrol':
Keefer. Wood I All," . Aall!.!
2914 Stmul Oriv.
CUD HUt. f'A 11011
Approl.." i1., \8' (' ,('_O~".,.
01110: ~ :1\.1904
, I
DlnNl110N 0' MAN"IT VALUI. Tilt motl ptoblblt pt.. ",*h . _ .hould b<lng ~ I "'_ 1M _
marl'l und., .n COf'dI~ t~/f' 10 I 1,It 1.1t. !he buyer .~ ...." Nch .~ pt\idtnfy, .nowMdgMbly 1M "1UmII'lg
the rwlct II nol ,"teNd by undue '"muu., ~lcllln '"It d.lInItlon IIIh4 eoneull\lMlIon of . '111 II 01. ipeC/f\ed delt
Ind!he PU'!no of IItIt lJom 'III., to tKlytr undtt eondItlohe whtrtby: (II buytr 1M MItt' If' ~Iy mollvlttd; II) tot!
pt- 1ft wtIIltIlonMd or ,"I ..Mud, Ind Neh teting In ~l ht OONIdtt1 hit own bttllnl<<ttli IS) . '''101\11* _
" llIowtd tot IlJlOfUrt In thl optn mallei; (4) ptymenllt med'ln ltnnl 01 cuh In U.8, doIIf1 01' In IermI of ....nc4fl1
,u'notmtntl eompl,lbIt thtt.lO; end (5) !he PfIc. tl9f"tnll the nonntl ooneld<<atlon tot I\t Pf09trty IOId UNtItcMd by
tptelalllt crMtlw Anuck'lg Ot ..Itt conc",lonel Oflnltd by .nyofllll.w.1td wflh fit .....
t AttjuGtmtntt 10 IhI eo~flbl" ""Jet bt mactt 10, IptCIaI 0' cr.,tIY, ftMnclng or hlet cone...Ione. No Itd~'"** It'
1'I8C""'Y lot thott cnI. which ." Mrmtly paid by the .....111. I ,tto/l 01 tr,dItIon OIlIw In . IMrl'I'''.; ..... 001" Irt
ttldUy Idti1l1f1ablt .Inc, Iht "'* ,....,.. thtH cot" In vIrtu'lIy IN II," It'I'I"el~flI, ~I Ot Crtltlvt 1IMndl1g ~'"*"'
can M mldt 10 1M ~tlblt proptrty b, r.ompe'iIone to Antnc:lng Itrmt o"ff*f by . fIlrd party 1nt1Mona11lnd<< 1\11
II not IItMctt IrwoMd In th. pt'Clpttfy ()( Irl*ctlon, Any tdpnlmenl .hould not be caleultl&cl on . INChInIcol dolItr lot
dol" eotl 01 '" ftnel'lClng Of concH,lon butlht dolltt .mount olln~ tdjultrntnl thould IpptOJln\fI" ~ nwltl.r. tttttlOn
tJ the ftnal'lCl'ng or conc,ulonl billed on Iht tJ!Pf.Ittf'. judgement.
cINnncAnoN AND ITATIIUINT 0' L1l11T1NG CONDlOONI
OI","rKlAT1ON: Th4 ~.It., e.rtillM 1M .gtttt l~l:
1. Th4 Aflpr'1Mf h.. no pI".nl 0' eonltm9ltltd Mur. Inl""lln tht pl'09trty .ppr.lttd; .nd ntllhef flt tmpbymtnt tI
rnak. 1M tppftlul, nor lht compll'ltttlon lot It, .. COntlnQlflll(lOn '" 'P9'.lttd ww 01 the ptOptny,
2_ The ~.1Mt h.. no PIfIO>'\It ntlftolln 0' blat 'fIl'Ifh ,tt(lfCt tI the tl.b;tct rntlltt 01 the ~"tl rtpOrt or ... pa~
panlt 10 !hi tilt, Th4 '!'~mltt 01 Ual1l.t V.W' In the tppt.It.1 ,.port .. /'1(11 bllld In wholt 0' In ptt1l4lOn Iht flC', 0010',
0( ntllon.1 Qrigln 01 the plCMC*ttv. Owntrt 0' OCeuptn" 01 th, Pf'Optl'ty IppflllJed, 0' ~ lit ract, COIo, OInellONl ~
01.... PfHIn' Olll'l'ltft 0' ~nll of the ptOpeftItt h !h. ~nIty 0' IN pt'Optny IPPI1IiMd.
3. Tht Aflpr.ltw hit ptrIOnIfy ~ted the P'OPtrtv, both Intldt 1M 0U1, .nd h.. mlde .n .....r'ot IntPfCriOn of I.
comptrtbl. "let IiIled In tht 'trOrt. To the bitt of 1M ApprI"1f"1 kno'lfltdot 1M btlifl, IN llaltmltlll Incllnformttbn In
till flPOt1I'1 trut .t'd correct, .t'd tht ~Ilttr haa not kno'll'lngty Wilhh41d Iny 'IqtVftean' IflIo/'11lttlon.
4. All conllngtnl .nd .m11!ng condltbl'll Irt conlllntd hlf.ln (~td by tht 'InN 01 1M I"lqnmtnt or by lht und....
Ilgned ."tCtlng tht .ntlyt", oplnlont, .nd condutlonl coolllntd In lht f'flOltl.
.,. TI\i. tppf...., rtpOrt ""I bttn made In c:onlormJty with .nd Ie ItJbItct tI the rtqulrtmtnll ollht Codt of Pro_IoNI
Ethu'nd Sllnd,,:~~ el PMfM!~1t\1'l41 rNVtJei of 1M .oPtl", otQ.nlll!lont ~Ih frtIleh tilt ~11ttt It ItIIll.ltd.
e. An COI'oC,,-IoM .nd oplnlo/lll,'OnotmlllQ Ih4 fill "1.1. Iml art Itllotth In tht apprelt., ~ ww ~rtd by lht
Awl.1l1f whoI. .Ign....,. IflPIllrt on tht .ppr.lttl rtpOrt, tM'IIKt Indlctltd I' "Rtvitw ~III..... No Ch.nge 01 any Mil'li In
the w.1I11 fIpOt1lha. be rnldl by .nyont olhtt lhan the .4wr.Ittr, .1'4 1M ~It., IhlN hlVl no rllpOntlblllty lot Iny
IUl:h ut\luthorUld chang.
C:ONnNQINT ANO L1MmNO COHDmONI: Th. e'''llIellion 01 the AwI.It., Ippt'rlng In IN .ppralt., r'PO" flltbltel
tI!he foAo-Mng condillorll .nd 10 lueh olht, Iptdftc and Mmiting eond~nt .. It. III torth by the Awl_ In ~ ftC)Ort.
1, Th. Aw...... ellUmlt no rttpOn.b1ity lor rnltltr1 01 I Itgllnttur. l"tCUng 1M proptr1y 1ppt11t1d or Iht lIUt Ihtr..
b, ,.." dotIlht Awl"" .1Odtf Iny OI'nlon It b Iht liI1f, "".h II ItIUIIlId b bo good Ind mlltl.lIblt. TIll prnptI1y II
ipt)tIIiHd .. iQ,gt! und., i'ttpOl'II"" 0MII1~.
,. Atrt Ik.tdlln the ttpefl rnlV lhow 1flpf'O.Im.tt dirntn.1ont Ind It IncWtd tI "Iltllht ,..d" vltuablllQ .... prop.
.tty, The Apprl"., hi. ml~ no IUMy ollht l1/OPtrty.
3. The Awrllttt It ''001 rlqltlrld tI glv. ...~tnOny or tppt.r In COUft bac'utl 01 hiving madt lht .pprllt., with rt'tttnel
t11ht ptOptrty In qutltlon, ul\ltt. IIr.l"IQtmtnll h.~ bttn pt'tvi6utty mldt Iht,.lof.
.. Arty dlttrlxtlton ollht VlIu.lk)n In the rtpOfl btlwttn '-nd .nd ~VlIl\fn!t 1f9/1t. O/lty undtr Iht 1.llt1ng progtlm
01 uli/llltlon. Th4 ''PI,.,. ulu'~nt lot land Ind building mu.t not be UItd In t::or+Jnc1ion wtth Iny o\htf' 1A>f11ll11 end 1ft
Invtlid tlle Ultd
5. The ~I"" ..ttJmel Ihtl the,. 't. no hidden Ot on'Pfl.ttnt oonclillon. ollht property, 1ObIo~, Of elnJelur", whlch
fIIOIM tendtr " mort Of II" v.ll.bl._ The ~.lttt tuum" no rttpO/llbltty lot IUCh condItWxw, or lor tngIIlMf~'O whleh
flIlghl be rlqJltld tI "iIOOVIf lOCh lilIe\m
e. Inro,mlllon, "1111\I111, .nd oplnlorll ""'"It hid 10 IhI AA>t."." .nd CMlllntd In lht r'POrt, wtrl oblllnod lrom IOOre..
c:onlldtrtd rlbblt In( belltvtd 10 be !Nt Ind COUflel lie,""", no '.IIIlt)jlily lot .OCUtley altueh ~ tltNthld 1M
~'IIII' C.n be MlUmtd by lht Aflpr'.It'.
7, OIaelotut. of II'It oonllnll ollh. .pprlll.I,ItpOflll govtmtd by lh. Byltwt Ind nlQUlltlona of lht prolMaloN1 'P9f.1tt1
a'VIl\JlIfbnt wtth Yrf'IIeh the Apprllrt.r it .lNltlld,
e. Ntlthtr ID, nor .ny PlI1 af lht eonl.nl 01 tht 11POrt. Of copy thtflOl (lricludlng conc\ltlol'll Ie to tht fH'09trtv vllut,
fit kMnttty ollht App-Iltlt, ptOlMllon.1 d.llgntIk)M, ttllt'tnt:. If) In~ prol"llontl 1ppt11t.1 O~'MJllbnt, 0' lht firm with
MIlch 1M ~ltlllt c:onl'lle1ed), &h.U be uud 10, I".,. ptJlpOIlI bV In~nt but the catntlC*l1Itd In !tit ''POri, the bolrowtr
1I11lPfllsallH PlIId by "tnt, ItIt mor1glgM or Itt .uec"lOrt .nd Illigi'll, tnOr'QIQI InIortl1, eontultlnll, ptOltt.tlonaltpptllt.,
OtQIrWzltiont, Ot Iny .lal. 0' ledtt.fy IpptOvtd ftnancl.llntlllVllon, .ny dIp_rlmtnl, Igency, ", IntlrutMnt.Mty 01 rht UNlId
SII," or In~ ,t.", 0' !hi OItlrict ClI Collmbl., ""hoot the ptlvloot Mlttln col'lltnl 01 the ~it"j nor .hI. ~ be corwtytd
by IrtrOl1I tI th. ptblie Ihtoogh t<Mr11t1ng, p.bIIc ft/'llOna, M'M, 111", 01 ottw mtdI., WIthout the MlTItn CQI'II,U! Ind
If'PI'Ov'l 01 the Ap(lfl".,.
, On I" IPPft".., IUbjICl to tllltr.elory COln{)lellon, ''P.Itt, 01 ."I,.lIont, the .~'.ltll tlf'Ol1lnd VI\)t concllilon 1ft
contlnglnl ~n COmpltllon ollhll~vtmtn" In I wor!lll\lnlh rn.nl\tf'.
INVI"OHMIHTAl. DIICUIMIR: The VI!ue "tlrnllld In thit ffPOrt " IlIled on !hi uautnptlon ~I the pt"Opttty It nol
Mgtllvtly l"tcItd by lht .dll,nc. 01 Iltnrdoot lubttll'oCU 0' dltf\mtnlll .nvlronmtnlll conditi)nt. The 'pptllt,r It not In
'11*1," !he ldtnUl\elllon 01 hallrdool tlA)t1.nc.. Ot dnlmtnt., enWonmtn\.l1 eordltlont. TII. 'pptl"If'" IOUtInt hlC*liOn
ollnd InqoIrltl tbovt the Ilbltct pl'OpIrtv d~ nol dfYtlclcl .ny InlormtllOl'\ th.llndlcfllld Iny IppIftnt '1g1"I/kanl hu.rdout
Mtllncll Of d.lrltntnlll.nWonmtnItI condition. wt'l'ch would 1"1et 1tI. Pf09Irtv nt;lrtvlty. "III potablt thtll"" end
InIptctbna made by I ~'hBtd h"Ini?ullOOtllnco .nd .nvlronmtnlll Irptn would flve.1 ~~ I.ltttncl 01 hulrdoul mtttrlalt
end .nvlrotlmtnlll COndltlonl on or 'fOUnd thl PfOfllrtv Ihll 'MXI~ ntg.ttv.ty I"tclltl V.~.
AODmOHAl. CIAT1nCAt1OH: Thl .ppulttt Nl1h., eM"" ~t.
1, Thlt Ippr.1lI11 eonlonnsto thl UnllolTTl SI.nd.rdt 0' Prol"'lonal Ap(lfllt., PrtctCI ruSPAP'I.dopltd by !hi Appf'III.1
Stardtrdt Ro.rd of !he ~"'IIt., FOUnd.lion, ..clpl tkll th. OtplrlJrt Proliltlon 01 the USPAP dott notlpply.
I!. Thfj, oo~.!inn It nol c-nntinglnllf'On the rtportlng 011 ptldlt.rrnlntd v."" 01 ~ttetlon In v.w 1tI.11''I'Oft 1ht
eeut. olthl ClIM~ tht .moonl ollhl V.~ Mllm"l, tht I"'lnm.nt of I .llpolatld tllO", 0' Iht OQCUrr.nc. al . ttbtequenllVtnl.
3. ThIIlppfll:s., .tllgnmlnl Wtl 1'101 butd on . f.qllttttcl mInimum v.Iu.,lon, I tpte/flo v'UaMn, 01 !h. Ipptl)wl 01 . Iotn
Otlo: ..f:I?r9~, ?-.3,1, ,\~?1,........ Apjlrtlt>rfll h.JJI.'(1r"( or:, hC~ml.;,:"" 0'" 0 0' 00" 0" 0"'"""", 0"
[;oor9O ", Clftl Mr, 01<1\
"'-tWeo '.........
-.. Mil .,.OU.L........,.,......~.IlII1Wl<tt.te 'fICOIW"" "-10048.......
!tiZZ
RlV- tlOI,EX+ 1....1
I!8TATI! Of'
COMwn.nlrt\~{\%W,w.rAN'A
SCHEDULE B
STOCKS AND BONDS
'Mary L, Wolfe SS~'190-28.2615 03/23/1994
PILI! NUMII!R
2194.0319
All
ITEM
NUMBER
1
. 3 .
wtth Right of BlllYlvorahlp mUlt be dllllloHd on 8o~1du1e P,)
DESCRIPTION.
VALUE A'r DATf
OF DEATH
The following securities
(item 1* 2-8 ) were hdd in
Prudential-Bache Account
1*044-216183-18:
o
2
370,293 shares AIM 18,01 6,669
Weingarten Fund
513,907 shares AIM 18,84 9,682
Weingarten Constellation
Fund
$25000. Pennsylvania H~using 106.025 26,506
Finance Agency Bond at 6,85%
due 10;1/99
Pennsylvania Housing Finance 819
Agency Bond at 6,85%,
accrued interest
$25000, Pennsylvania Housing , /.
103.403 25,851
Finance Agency Bond at 6,45%
due 10/1/95
'I
Pennsyl vania H~us1ng Finance 771
Agency ~ond at 6,45%,
accrued interest
242 shares Dauphin Deposit 27 6,534
Corporation, Dauphin Deposit
Corporation, common, OUSIP "
#238282107, NASDAQ
, "
"
"
, ,
1 . ,. 'I
4
5
6
7
8
TOTAL Alec enter on line 2, Ree nulatlon
(If more spacela needed, In88l1 additional sheet. of eamB Ilzs,)
Copyright (0) 11111 fa,," 10ft"I" onlv eln'., Pilei Softwarl, Ino,
. 76 831
Farm 1100 Soh.dull 8 {R,v, 4-UI
.,---."
HAAR'S AUCTION
DILLSBURG, PA.
PHONE 432.3815 OR 432.3011
AUCTION EACH TUES. & FRI. EVE. 6:30 P.M.
------..----
DOLLARS CENTS
ITEM
~--~1:.----,.
!lb.. p!;~4 1 ....\0
of
Ifj;'jtj ~J ar)
. .
.j- Ot)
.441(' N /bil ik-/'J /r r0
v v ---
t/',' '\''::-
- . --
--
--
-
C<: __-' ---
C-< ;:?"" .-.
c.........,.
/.' .--- -~---- ---
,/ NQ-T-tCE---- --.-. .---- -<-
eHEGK-MUST__B: ---- -----.-....-.-. _._~.......-
. CASHED-wnHIl ,.---.-.----..--.-
30-DA-Y.S. -..........---. -----
-----------. .-..-.-----..-.--- - .----..- .._~ - n__._
_..._._~-_._.._-._- --.-..---.-- ...___ .._._.n__.
City
H
,h..1
\.,fJ +
\
l
Slr..t or R. F, L>,
,
Sial.
...,
~
%
CHARGE
TAX
.Jf.f' j-.
7
,/
"..
.
...?
,\ i
~/'I
!
-
K
, \
, ,,/(J (5, cO I
~
I Ci v.l/-
3)~, ~~-
O\(O.G,\
t.L3'" ;;.s.- ,
I <',
-
_t '12. tj{)
.-._------. ----------------.--.----.
SCHEDULE Q
TRANSFERS
ESTATE OF
Mary L. Wolfe, SS#190-28-2615, 03/23/199
FILE NUMBER
2194-0319
ITEM DESCRIPTION OF PROPERTY EXCLUSI TOTAL DECO'S DOI,LAR
NUMBER ON VALUE OF %INT. VALUE OF
ASSET DECEDENT
INTEREST
1. Mary Beth Hamacher, Daughter 3,000 10,000 100% 7,000
3/22/94
2. Larry Hamacher, Son-in-law 3,000 10,000 100% 7,000
3/22/94
3. Susan Pettis, Daughter 3,000 10,000 100% 7,000
3/22/94
4. Kurt Pettis, son-in-law 3,000 10,000 100% 7,000
3/22/94
5. Whi tney Pettis, Grandchild 3,000 10,000 100% 7,000
3/22/94
6. Evan Pettis, Grandchild 3,000 10,000 100% 7,000
3/22/94
7. Karly Pettis, Grandchi ld 3,000 10,000 100% 7,000
3/22/94
8. William F. Wolfe, Jr., Son 3,000 10,000 100% 7,000
3/22/94
9, Brenda Wolfe, Daughter-in- 3,000 10,000 100% 7,000
law 3/22/94
10. William F. Wolfe, III, 3,000 10,000 100\ 7,000
Grandchild 3/22/94
11. Joshua C. Wolfe, Grandchild 3,000 10,000 100% 7,000
3/22/94
12. Michael B. WOlfe, Son 3,000 10,000 100% 7,000
3/22/94
13. Lisa WOlfe, Daughter-in-law 3,000 10,000 100% 7,000
3/22/94
14. Mark W. Wolfe, Grandchild 3,000 10,000 100% 7,000
3/22/94
15. Kristin Wolfe, Daughter 3,000 10,000 100% 7,000
3/22/94
TOTAL $105,000
~stateofl "ary L. lIolfeSS' 190-28-2615 03/23/1994
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITE"
.
DESCRIPTION
A"OUNT
30 PA Power & Light, eleotrioe 205
servioe at residence
31 PA Paver & Light, electric 130
servioe at residenclt
32 PA Power & Light, el~otric 70
servioe at residenQe
33 Sprint Cellular, telephone 40
service at residence
"
34 Sweet 'N Gro, lawn service 184
at residence
35 Sweet 'N Gro, lavnservice 429
at residE'nce ,
36 Sweet 'N Gro, 13vn service 244
at residence ",
..........................
.4,238
.,'
, I r,
.,.
",,
"
"
I,
"
,
'AEV. 1I1a EK +(10-11)
COM~lft>>1;~~W~~AN'A
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
UTATE Of
Mary L. Wolfe SS# 190.28.2615 03/23/1991+
ITEM DESCRIPTION
NUMBER
1 Bell Atlantic Corporation,
.PA, telephone service
2
Brenda \i'olfe, reimbursement
for medical supplies
3
Capital Nursing & support
Services, final medical
4
Culligan, water treatment
service
5
East Pennsboro Township,
sewer/sanitation service at
residence
6
Family Circle, balance due
7
CoreStates Hamilton Bank,
Custodial Account
#04.44282.00, fee
8
Holy Spirit Hospital,
medical services
9
Home Paramount, pest
treatment at residence
10
Internal. Revenue Service,
estimate of 1994 federal
income tax liability
11
JHU Department of Oncology,
final medical
12
JHU Physician Bill, final
medical
13
JHU Radiology, final medical
14
Keystone Oil, fuel oil for
residence
(see continuation schedule attached)
Total of Continuat.ion Schedule s
TOTAL (Also en19r on line 10, Roo lIulallon
(II more space Is needed, Insert addlllonalsheels 01 same size,)
Copyrlgh\(c}11i1 form ,oitwlr. only C,n1.r Pllce SoltWIII, lnc,
PILI! NUMII!II
2194.0319
AMOUNT
",
.
237
59
766
21
38
12
500
191
45
2,449
545
223
478
225
3,741
~
Ftlrm 1&00 Soh.dull I (A.v, 7-lbl
REV - 1513 EX' 11-111
COM~~lrt'l~~~W~I'>>'AN'A
ESTATE OF
SCHEDULE J
BENEFICIARIES
Mar L. Wolfe
ITEM
NUMBER
SS# 190-28-2615 03 211.1994
NAME AND ADDRESS OF BENEFICIARY
PIU! HUMBER
2194-0319
RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
Daughter 1/5 Tangib1eo
Res idue
Daughter 1/5 Tangiblesl
Res idue
Son 1/5 Tangiblesl
Res idue
Son 1/5 Tangiblesl
Res idue
Daughter 1/5 Tangiblesl
Residue
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
1
A, Taxable Bequeal8:
Mary Beth Hamacher
631 Cedar Ridge Lane
Mechanicsburg, PA 17055
2
Susan Pettis
2121 Nat.alie Lane
Birmingham, AL 35244
3
William F, Wolfe, Jr,
882 Acri Road
Mechanicsburg, PA 17055
4
Michale 8, Wolfe
1301 Mallard Road
Camp Hill, PA 17011
5
Kristin Wolfe
81 Townhouse
Hershe PA 17033
NAME AND ADDRESS OF BENEFICIARY
B, ChI/liable and GovernmonlaJ Bequests:
, ,
. ,
"
",
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Aleo enter on line 13, Rooa Itulatlon
(II more spnea Is needed, Insen addltlonalsheels of samo size,)
Copyrlgh' lellial form .oHw." anI.,. G.nl" Pllt. SOHWAII, Int.
.
Form 1500 Soh.dul. J (RIY; 2.171
I
! .
!
I
I
i
... ~
o
"
,.
. ,
,4
S;''I''''4
,....
Inventory 01 the real and personal estate 01
/)'1-C;1-o3/1
[;
MARY LOU WOLFE
daceased
Inventory (as per attached)
555.763 33
,
,
"
'"
. '
1'\"
\ , ,I ". .oi
" ',I '~~
, " " 'f .1(
..
~ S.) CI 1/,1
fJ. c:; ~t
-,
,. \'rI !::l ~18
,. :,1
" g'''' .~~
'f.) .0
~g' N Wo
,. 1:1 -
,. N
, '
,
"
'.
"
, ,
,"
. .,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMURLAND
't
j
III
William F. Wolfe, Jr.
..-----
---------
b.lng duly _ sworn according 10 law, depeses and says 11.01 1..._
is the ExecutoL_______ of Ihe Eslalo of Nary Lou Wolfe. deceased
1010 of -. . ..!E!I.s,~ ~Pel1.lll!lJ.~rq TOI!.n.~.htL,. ____, Cumberland County, Po" deceased and Ihat tho
within II an Invenlory modo by Will:lanLf.. Wolfe, Jr._ . ,th. laid being
d<th. onlire eslato of said docodent, consisting of all Ihe personal prop.rty and real oslalo, excepl roal ulale ouhlde
the Commonweolth of Pennsylvania, and 11.01 the ligures opposite oach item of Ihe Invonlory represont II's fair value
II of Ihe dale of decedenl's death,
December 22,
19 94
~
eucutor . A mlnh
William F. Wolfe, Jr.
882 Acri Road
Hechanicsburg, PA 17055
f!-----
.lor -r+
-Sworn to
and subscribed before mo,
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',lOT ^111^L SE^1.
1<^lllf\WI .., IIOI.L1NGEI1, No'^'Y I'ubllo
11~1l1 i!,ll' II 1/, I1/lUplllll Coullly
Mt..g!}.11LI~I.i~;~~iS~tU}lJ!J~\'.'tLol!!.I.!illYJ3 I 5
Add""
Dale of Doath
23
Harch
1994
O'Y
Month
Y..r
INSTRUCTiONS
I. An Invenlory musl bo filed within Ihree months aftor appolnlmenl of personal reprOlenlative,
2. A supplemenl Invontory mUll be filed within thirty doys of discovery of additional alleh.
3. Addltlonal,heets may be allached as 10 personalty or roalty
4. See Article IV, Fiduciaries Acl of 1949,
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INVENTORY
4
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Estate of I
Pate of Deatlll
CountYI
Hery L. t/olfe
lIarcll 23, 1994
CUlllbt'rland
,
-~-------------~------------------------------------------~------------
Cashl
1 Cash held in Prudential Baohe Account
'044-2161113- 1.1:1
80.74,
2 Pennsylvania Blue Shield, refund
28.80
3. AliA Insurance Agency, Inc., refund of premium
79.06
4 AMerican Telephone & Telegraph, refund
22.94
5 Capital Blue Cross, refund
6 Erie Insurance Group, refund
161.00
7 CoreStates Haltil ton Bank, Custodial ACcount
'04-44282-00
9!l,00
27,957.37
8 C~reStates Halllilton Bank, Checking Account
'61-62920-3
16,638,83
9 CoreStates Hamilton Bank, Custodial Aocount
'04-44282-00, accrued interest
41.76
10 CoreStates Hamilton Bank, Acoount '61-62920"3,
interest
1.99
'11 New South Federal Savings Bank Certifioe of Deposit
10000343023
75,000,00
12 New South Federal Savings Bsnk Certificate of'
Deposit '0000343023, aoorued interest
359.38
13 Pennsylvania Department of Revenue, 1993 Form PA40
refund
1:12.00
14 Pennsylvania Blue Shield, refund
239.00
15 Pennsylvania Blue Shield, refund
192.00
16 Prudent.ial Life Insurance Company, of America
Policy '40 532 218. Deoedent was the owner and her
. estate was the benefiCiary.
3,381.6!l
17 Spr'int CellUlar, refund
18 USA Today, refund
40,40,
10,00
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Michael B. Wolfe
.\301 Mallnrd Rond
Oamp Hili, PA 17011
August 27. 1996
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Register of Wills
Cumberland County Courthouse
I Courthouse Square
Cnrllsle, PA 17013-3387
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To whom It may concern:
Enclosed please find the original and thrce (3) copics of "Informntion Notice and Tax
Pnyer Response", which I recently received from the Commonwealth of Pennsylvnnla
Depllr\ment of Revenue,
As you can see, I have checked off "box A", signed the original and dated it.
Also enclosed please find a check in the amount of $18.58 for payment of the tax due,
Please date-stnmp the nddltiona\ copy of this document nnd return it to me in the se\f~
addressed-stamped cnvclope,
Please contact me at either of the numbel's listed at thc bottom ofthe Notice if you have
any questions concerning the foregoing,
Vcry truly ym rs,
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. icha B. wo;-1/1
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C~~ALTH Of PENNSYLVAHIA
DfPARIHENT Of RF.VENUE
IUI!EAU Of lNDIVlllOAL tAXel
DEPr. 210601
HARRlSIUAD, PA 11121'0601
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
EST, OF MARV L WOLFE
S,S. NO, 190-28-2615
DATE OF DEATH 03-23-94
COUNTY CUMBERLAND
FILE NO.21 94-0319
ACN 96122665
DATE 06-13-96
TVPE OF ACCOUNT
[X] SAVINGS
o CHECKING
o TRUST
o CERTIF,
1II'II41U'" n'''1
MICHAEL B WOLFE
1301 MALLARD RD
CAMP HILL PA 17011
Rf.HIT PAYHENT AND FDRHS TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HERIDIAN BANK hu provided th, Dlpart..nt with thl Infurutlon lllt,d bllaw which hu b..n ulld In calculating the
potlnU,1 tllK dUI! Thllr r.cordl lndlcltI th,t It the duth of thl .bo..... o"cldl"\.. you wtar. II Joint oWl1lr/bln'flohry of thlt '\:leoont.
If you f.. 1 thlt Infor..tlon I. I"corrlet, pl.... obtnln wrlthn carr.otlo" fro. thtl financial Inltltutlon, nttlll'h II COpy to thlol fora
~nd rl'lllf' I~ t'J ..... ,111"\':' ..'I'll'". lhl- '11'~f''',t I.. "Y'Itol" I., '..,.f'rrh't1t'... Itl. Hu' I,,:,.. -II.",,," (~V !IlW.I of 11,. I'o""('n"'II,1 tt1 h' 1',nn'\llullr'jI,ll,
Qu..Uon. ..y bl an.w.rld by "nUlng 1117> 1a,.na.
COHPLETE PART 1 BELOW M M M SEE REVERSE SIDE FOR FILING AND PAVMENT INSTRUCTIONS
Acccunt No. 8n658B007 ~Ito 04-06-78
E.llbllohld
Aoccunt Boline. 619 , 44
P.rc.nt ToXlbb X 50': 0 0iJ- -
Anount Subjlct tc To. 309.72
re. R.to K ,06
PotenUIl re. Du. 18,58
PART TAXPAVER RESPONSE
m I FAILURe TO RIlIPOND lllLL R!SUL T IN AN OFFICIAL TAX ASS!SSHIHT BAseD ON THIS NOTICe J
A, ~ The abo~' Inforut1on and tax dUI 11 corrie\.
}A-ll. You Uy choo.. to r..lt pay..nt to tho AIQhhr of Willi with two copl.. of thil notlcl to IJbhln
a discount or avoid Intlr..t, or you lay ch.ck bOk "A" and r.turn th1l notlcl to th. AtQlltlr of
Will. and an offlolal Il.......nt will b. I..uld by th. PA Oepart.lnt of Rlv.nul.
To Ir.lur. proplr orldlt to your aocount, two
(2) cOfllu of thll notlct IllUlt aceo.pllny your
paYI.nt '0 th. RIgllttr of WIlli. Hlkl chick
payabl. 101 "RIgI.tlr of Willi, Aglnt".
HOTE, If tl)( pay..nt. tlr. .ad. within thr..
IS) lonths of thl dlCldtntls dati of dtath,
YOU .ay dlduct a 5% dilcount of thl tax du..
Any Inhlrltanct ta~ du. will bleol. delloqulnt
nlnt (91 tonth. aftlr thl ~Itl of d_ath.
[CHECK ]
ONE
BLOCK
ON LV
B. [] Thl abovl as..t has bIen or will bt rlported Ilnd tax paid with the Plnnsvlvanla Inh.rltancl tax r.turn
to ~I filed by th. d.cldlnt'. rlpr.s.ntatlvl.
C. [] Tht abovl Infer..tlon l~\ncorr.ct and/or debt. nnd deduotlone were paid by YOU.
You IU.t co.pl.'e PART ~ and/or PART [!J bilow,
If you Indlc.to I dlfforlnl to. r.to, pl.... ltoto your
r.llllcnlhlp 10 d.cad.nt.
OFFICIAL USE ONLY 0 AIIF
PA DEPARTHEIIT OF REVENUE
PART
[3J
TAX RETURN . COMPUT~TION OF TAX ON JOINT/TRURT ACCOUNTS
LINE 1. O.t. CIlablili"d l.._,_...____.~..___
2. Account all.nel 2
3, Pnr.lnl re..blo S. X
4, Ancunl Subjo.t I. To. 4
5, Debtl ond Doductl.nA 5
6, Anounl To..bb 6
7. Ta. Rolo 7 X
8. fa. Duo 8
PART
[!]
DATE
DEBTS AND
PAb
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3
4
S
6
1
8
DEDUCTIONS CLAIMED
.------.
PAID
PAVEE
DESCRIPTION
AMOUNT PAID
~ ~
TOTAL IEnlor on L1no 5 cf To. Co.pulollonl .
Undor pon.ltlo. .f porjury, 1 do.loro thai Ih. foci. I
.c""I~Io"loi th .bOlI of,ny kn9HlIdgo and boUof,
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hlY. rlported abovI .r.
HOME ("'/ 7 ) ""
WORK (// -,; ) Ii':
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GENERAL INFORMATION
1, FAILURE TO RESPONO WILL RESULT IN AN OFFICIAL TAK ASSESSMENT with ...lI.obl. lntor..t bll.d ... In'orllllon
....lttod b. tho 11110II01.1 Inlllt.II...,
Z. InheritInG' tlX bleo... delinquent nlne lonthl .ft.r the de~.d'"tt. date 0' d,.th,
S. A jalnt "oount It hubl_ I\lIn though the dlcedentl, "... WII added .1 . nthr of convent.nea,
1\, Aooount. Clnoludlnt tho.. hlld bltw.." hu.band and wlft) which the dnedlnt put In joint ".... within on, y..r prior to
d,.th Ir. fully hUbl, II tr.lI'.rl.
S, Aooount. ..tabll.hed Jolntlv botwlen hu.band and wi'. .or. then one y..r prior to d,.th ar. not tlx.blt,
6, ACloounh h,ld bv . deud"lt "In tru.t for" InGthlr or ath.,. I" taxabl, fully,
REPORTING INSTRUCTIONS . PART 1 . TAX PAVER RESPONSE
1, BLOCK A . If thl In'or..tlon and (Io~ut.tlon In the notlcl art oorr.ot and dlductlon. .rt hOt bllng cltt"d, phial en ")I"
In block "A" 0' Plrt 1 of thl "TIXpIYlr R.lpon.l" I.otlon. ilgn two cop I.. and .ub.lt the. wlth your ah~k for the ..ount of
tlM to the A..I.t.r of Will. of thl countv Indlu.t.d. Th. PA Dlp.rt..nt of Rlvlnul will I.,u. 10 ~fflol.1 ......alnt
CFor. AF.V~154' EM) upon rlc.l~t 0' the rlturn fro. the R.gl.tlr uf Willi.
I, aLOCK a ~ If the ....t .p.cll'J.d on thlt notlc. hll b..n or will bl reported eMd tll( Plld wUh the P.nn'Vlvenl, IntllrUanc.
TIM Alturn filed by the dlc.dlnt'. repr..lnhtlv., plec. an "X" In block "8" of Pert 1 of thl "TaMpIVIr Ruponll" noUon. Slun one
copy and r.turn to the PA napart.."t of Revenu., 8uruu 0' IOOlvJOOll hMII, D.pt 280601, ttlrrltburg, PA 17128-0601 In the
.nvIlope provldad.
J. ILOCK c ~ If th. notlc. In'or...tlon It Incorrect aM/or d.duQtlon. art b.lng olll..d, chICk block "C" and co.pl.ta P'rh 2 and ]
:acwordJnp lo tile '~.~I'Unj"r,L \1.10',' Slllfl lIltl OO~;"W IOJ ~u~.lc tit". uj'\h .'our 1;1\'.1,=1: fr,' thD "..11.:.'; :1 t'l.ll jJa~..bl. ltJ Ui. H.."h\l'~
6' NUll 0' thl countv Indicated. The PA DIP.rt..nt of Rlvlnu. will IlIu. an offIcii. ........nt (FOri REY-1S48 EIU upon rec.lpt
of thl rlturn froe the nlgl.t.r 0' Will..
TAX RETURN - PART 2 . TAX COMPUTATION
LINE
1. Ent.r th. dale the .ccount origln.llY wa. ..tabll.h.d or tJtlld In thl .ann.r 'MI.tlng at dati of d'ltn.
HOTEl Fcr a dec.d.nt dvlng .ft.r 12/12/821 Account. which the dlc.d.nt put In Joint n.... within on. Cl) Vlar of d.lth .r.
tlMabl. fullv II tren.f".. HON.V." thirD h an I)(clu.lon not to 'lCc.ed U,OOO per tr~nlflr.. r.gardl... of thl valu. of
the ICCOWlt or the nU.oer of accounh h.ld. C) f)
If I doubl. IIttrhk (1111) app..re b.fore your flret nal, In the nddrell portion of 1hh nJttd.', the 1'.;000 IMcjui,r~
alr.edv ha. been d.ductld 'rot thl account balDn~' al rlpor~.d by the flnancl11 lnltlt~tlon,
2. Enter the tot'l bllene. of th. ,ICCount Including Jntlr..t Icoru.d to thl d.t. 0' de.th.
3. The p.rc.nt of thl aocount that I. tlMIbI. for .ach lurvlvor J. d.t.r.!n.d a. follow. I
A. TM peroent taMabl. for Joint ...." utablhh.d .ore than on. Vlllr prior to the d.c.d.ntll deathl
j.j
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I DIVIDED BV TDTAL IMlBER Of
JOINT OHNERS
EM..III A Joint ....t reglttered
DIVIDED BV TDTAL HUHBER OF K 100 . PERCENT TAKABLE
SURVIVINO JOINT OHHERS
In the na.. of the dlc.dent and two oth.r p.r.onl.
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ld
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I DIVIDED BV S (JOINT OIlNERS) DIVIDED BV 2 (SURVIVORS).' ,167 X 100 . 16,IX lTIKABLE FOlI eACH SURVIVOR)
. t.'1
I. The peroent \eMabl. for alltlt. or..t.d wUhln one Yllr of the d,cld.nt', d..th or a(leount. owned l\y th.ratc.dlnt but h.ld
In tru.t for anoth.r IndlvlduIIC.) (tru.t b.nl'lcJarle.ll
I DIVIDED BV TOTAL NUHBER OF SURVIVINO JOINT
OHNERS OR TRUST BENEFICIARIES
X 100 " PERCENT TAXAILE
EM'..III Joint ICCOunt rllghtered In the ne.. of the d.cedent IInd two other perlon. Ind uhbllth.d ulthln nne Ylar 0' d.lth by
the d.cedlnt.
I DIVIDED BV 2 (SURVIVORs) . ,50 X 100 . 50X (!AXABLE FOR EACH SURVIVDR)
4. The MtOunt .ubJltOt to tlM (lIne 4) It deter'ln.d by lultlphlng the aocount bllanc. (Un. 2) by the pero.nt tll(.bl. (11M ]).
5. Enter thl total of tM d.tJ\. sod d.wctlon. lltt.d In Part ].
f.. 1h, ""'nlnt h"lIl;ol_ (1I.n_ 6l I' d,t.,..I""d h~' ..uh~r"ntlng th_ rt-tot" .,,,,04 d.dHt'lttOt1" fllnl Ii' fro" thtl "'aMont fllb1.nt tn tn (11M ~'.
7. Enter the .pl)rop;-I....t. tIlM rete: (11". 7l 1II t:.ttr.lntrl halow,
A. For dat.. of dt.th occurring Ift.r 6/30/94, the talC rlt.1 f~r tran.fer. to .pou... arl II 'ollow'l
I. Dlt.. of d..th on or aftar 1/1/94 and blfor. 1/1/95 the rat. J. 3%.
2. Dlt.. of d"th on or Ifter 1/1/95 trln.f.,. to 'POU'" wUl bl talC.d lit Oie tll( rat..
Hotll For d.t.. of d..th prior to 7/1/94 tran.flr. to 'POUI" ar. taMabl. at ~ie.
I, Tr""f". \(.. lIn..l rillc.odant. including fath", .other, Ion, dlughhr, grlndchJ1dren, .0n-In~law,
dllUQht.r~ln~It"" .t.pchlld and thalr JIIU. art tlMable It tJM perc.nt (6%),
C. Tren.f.r. to III othar. inoludlng brother, 'I.t.r, unol., aunt, n.ph.", and nl.ce Ir. talCabl. It flft..n porc.nt (15ie).
D. If YOU chen" the tlM ratt, pl.... 'PlClfy your r.l.tionlhlp to thl d.o.d.nt In the ar.. provld.d.
a. ThI a.ount 0' t'l( du. (1In. a) I. dtt.r.ln.d bv .ultlplvlng th. a.ount taMabl. (lln. 6) by the tlM rat. Clln. 1).
CLAIMED DEDUCTIONS . PART 3
DEBTS ANO DEDUCTIONS CLAIMED
Allowabl. debt. IInd d'ductlon. .r. det.r.ln.d I' follow'l
A. You 1.g111V .re r..pon.lbl. for plY..nt, or thl ..tlt. 'UbJ.ot to .~Jnl.trltJon bv a p.r.onal r.pr...nt.tlv. I. In,ufflo'.nt
to PlY the d.duotlbl. Jt....
I. You actulllv plld the riabtl aft.r d..th of the dlcld.nt and can furnlah proof of p.v..nt.
C. DlIbt. bling ol,l..d IUlt b. U..llId fullv In Pert 3. If additional ,pacI I. ~e.d.d, un pllln paper e 112" M 11". Proof of
Ply..nt IIY bl requelt.d by the PA DIPart..nt of Rlv.nue.
TAXPAYER ASSISTANCE
IFVOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV
REGISTER OF WILLS, PADEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
HARRISIURG AT (717) 787-8327, TDDI (717) 772-2252 (HEARINO IMPAIRED ONLY)
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IUREAU, 0' IIOII~IIlUAL TAlC!'
1NH!RITAHCe TAX DIVIIIOH
1lEJIT. IIIID1
HARRIIIUR8, PA 1712"0601
MICHAEL B WOLFE
1501 MALLARD RD
CAMP HILL PA 17011
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OOHHONNIALTH OF PBNNIVLVANIA
DIFARTHINT OF RIVINUIl .
,Nouciz OF IlnmllITANCS TAll
AP'lAlIEllEH1', ALLOMANCS OS OlIALLOMANC8
OF OBDUCTIONl .....AIlll WBIIIlEIlT OF TAlC ON
. JOI/I1'LY IIIlLa OS nun &11Im
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12-23-96
WOLFE
03-23-94
21 94-0519
CUMBERLAND
190-28-2615
96122665
Mount ...1 tteel
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HAKI CHICK PAVABLI AND RIHIT PAVHINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE'
CARLISLE, PA. 17013
DATI
IITATI OF
DATI OF DIATH
FILl NUHlIR
COUNTY
88N/DC
ACN
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COMMONWEALTH OF PENNSYLVANIA
DEFARTMENT OF REVENUI
BURIAU a, IIGIIVIIlUAL TAXBI
INHERITANC! TAX DIVIIION
1lEPT. 110601
HARRIIIURI, PA 171"-0'01
"aTICI OF IIIIIlItl1'AHCZ TAll
UPIAI'IIIIlHy... ALLOIfAHCZ OR allALLOIfAHCZ
OF DBDUl:TIO.I L..&IlD AllEllIIIlHT OF TAll 0"
JOINTLY .aLa OR TRUIT AIIETI
*~
I
I
MICHAEL B WOLFE
1501 MALLARD RD
CAMP HILL PA 17011
1n.1Me D In CU.HI
DATI
ISTATI OF
DATI OF DIATH
FILE NUHlER
COUNTY
SSN/DC
ACN
f
12'23'96
WOLFE
03-23-94
21 94-0319
CUMBERLAND
190'28'2615
96122665
~t R..Uted
L
CUT ALONG THII LINE .. RI!TAIN LONI!R PORTrON FOR YOUR RI!CORDS ~
Riii:ii~.i'Ex'jiFP'.i12~96).'."""'..."."""'...."......_........._..___............._...................
MARY
MAKE CHI!CK PAYABLI! AND RIMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTICE OP INHERITANCI! TAX APPRAISI!MI!NT, ALLONANCI! OR DISALLONANCE OF
DEDUCTIONS, AND ASSI!SSMENT OF TAX ON JOINTLY HI!LD OR TRUST ASSETS
DAT! 12-23-96
ESTATE OF WOLFE
MARY
L DATE OF DEATH 03-23-94
COUNTY CUMBERLAND
S,5/D,C, NO. 190-28-2615
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSI!T INFORMATION
FINANCIAL INSTITUTION, MERIDIAN BANK ACCOUNT NO.
FILE NO, 21 94-0319
TAX IiETURN WAS,
ACN 96122665
TYPE OF ACCOUNT I (x> SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-06-78
8336588007
Acoount h1'mca
Parcant Taxab1a X
Amount Subjact to Tax
Dabta and Daductiona
Taxabla Amount
Tax Rata X
Tax Dua
619,44
0,500
309,ll..
,00
309,72
,06
18.58
TAlC CREDITS I
PAYMENT
DATE
08-31-96
RECEIPT
NUMBER
AA146683
DISCOUNT (+)
INTEREST (-)
-Z:sz:
INTEREST IS CHARGED FROM 09-01-96 TO 12-31-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
NOTE. TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO,
"REGISTER OF WILLS, AGENT."
AMOUNT PAID
18,58
TOTAL TAX CRI!DIT
BALANCI! OF TAX DUI!
INTI!RI!ST AND PI!N.
TOTAL DUI!
· IF PAID AFTER THIS DAT~I..SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
I IF TOTAL IlUE IS LESS TnAN.l NO PAY"ENT IS REQOIRED,
IF TOTAL IlUE IS REFLECTED AS'A "CREDIT" I C!ll YOU HAV 8E IlUE A REFUND.
SEE REVERSE SIDE OF THIS FaRH FOR INSTRUcTI~, I
15,76
2.82
.08
2.90
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NOTICE.
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I. fulfill tho roqulr....l. of SOotlon 1140 of tho tnhorltonoo ond E.tltl I.. 101, lot II of 1991,
"'llon 11401.
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PA'I1EHT .
01_ tho tOll porllon of till. Noll.. ond ...It .11It vour _t t. tho Rotlol" of Nlllo prlntld on tho
rlYlrM ddl.
.. ItoIcI - .r ...... ordor PI...I. to, RfGtlmt Of' NUll, A;(l(T,
All po.....to r_I.1d nil flnt bo ",,\loci to ... Int"..1 ""1m II' bo M, .lth on. r_lndor _\loci to tho tole.
REfUrGJ (au I A rl*'N of I tl.H oredlt, Nhlch WIll not r'"PJIltld on the tlJC rlturn, ..y be requllted b>>, OOllPIIUhg .,. "Appl1011t1on
for Rlf\r4 of Ptm,Ylvanll lmerttlnct encI Eltlte Tax" (REV-UU). AppUeatlon. erl IVll1rbll at U. Offl~ of
the Allllt.r of NIUI, In>>, of tM Z3 R.v.,.,..,. Dlltrlot Offletl or b>>, clUing the IPttOlll 24~hour IWllWIirlhQ ..rvloe
nueblr. for for.. orderlngl In Penn.~IVlnII l-aOO-"Z-2050, out.lde P,""'Ylvlnll end within loe.l
Horrllbur. .r.. 17171 717-10~. IDDt 17171 771-llS1 lHotrl" lop.lrocl Onl..,
OIJECTlONSI Any Plrty In Intlrllt not ..thfled with thleppr.IMMnt, IUDWlnCI or dl..UOWInCQ of deWotlon. or .....lMnt
of tax UnolucUng dl.oot.l1t or Int.r..t) .. .hown on thll HotlC41 ..~ object within ditty (60) dan of rlOllpt of
tIllo Noll.. b..
--wrIU." pro tilt to the PA Dep.ertMnt of Rlv"" IoIrd of AppMlI, Dept. Ul021, Harrisburg, PA 1712'-1021, OR
-~IIlOtlng to hlvl thl ..ttlr dlt.r.IMd It the lueUt of thelOCOtI\t of the personel repr".,hUvI, OR
--1PPM1 to the Orphan,' Court
ADlIIN-
tlT1lATlVE
ctlRRECTJOHSI FlOtull Irror. dllcovlrld on thlt .........,t Ihould be addrl..ed In writing tOI PA Dtparteent of Rlvenue,
lureeu of Individual Taxi', ATTHI Poet A.....-.nt Alvl~ unit, DEPT. 2'0601, Harrisburg, PA 1712'-0601
~ (717) 7'7-6505. Set PIQI 5 of thl bacHel,t "Inltructlon. for lMirltlno. Tax R.turn for I R,.ldlnt
OIoldlnt" (REY~1501) far an Ixplen.tlon of edlJnl.tratlvll>>, correctlbl. Irror..
DIItOlMT.
If Iny tax dut II Plld within thrH (l) CIlendlr IOf'Ith, Iftlr thl dKldtnt'. deeth, I flvI percent (5~)
dleoount of thl tlM Plld Ie .ll~.
PENALTYl
ThelU tax ..,..ty non-p,rtlol,.Uon penulty II c~tld on the totll of thl tlJC and Intlr..t IVM'Md, end not
paid before JInuIr>>, 1', 1996, the flr.t dI~ Ift.r the; end of thl tlUt ..,.,ty period. lhll non~Ptrt1alpltlon .
PIftII ty II 1PPM1lbll In tilt .... IIIf'IMr Ind In thl thl ..... U.. PfIr lad II YOU MOUld .....1 the talC end Int.rtlt
thet hi. been I'M.Nd II Indlatad on thll noUet.
INTEREST I
Inter..t II ohIrltd betllrwd". with flret dI~ of delJnqueno~, or nlM (9) IIOnth. Ind one (1) de>>,
frCMI tne date of dNth, to thl at. of PIYHnt. flXII which bIcMI cMlJnquent before JwMIr>>, 1, 1912
betr Int.rl.t It the r,tl of .Ix (6~) percent per ~ c.lculltld at I dally rlt. of .000164,
All tax.. ...,Ich *-e d.lI~t nn or Iftlr Jtnutry 1, 1912 wlU blar Inter..t It I rlt. which wUI Ylr~ frOl
otllndilr ~..r to cllender YIU with thlt rat. lWWlOW'ICed b~ thl PA Otp'rt..lt of A,venue. T'hIIPPUOIIbII'
~"tlr..t rlt.. for 19.2 through 1997 Irl'
Vllr Int.rllt Rlt. OItl~ Int.rl.t Feotor V..r Int.r..t Rltl DIII~ Intlr..t Feotor
- -
1'12 lOX ,OOO~ 1'17 ,~ ,000147
I9U IU , 0D04S1 1'11-1991 II~ ,000101
1914 IU .000501 19'11 n ,000147
1m 15~ .000156 19'15-1994 n ,000l91
1916 lOX ,000174 19'15"1997 n ,000247
--Intlrllt tl OIlculated .. follONI.
IHTEREaT . IA~CE OF TAX UNPAID X HUKlEA OF DAVS DELIHQUEHT X DAILV INTEREST FACTOR
--Any Noll.. IaIUld If tor tho t.. _. doll_I .Ul rofloot on Intor..t o.lcuhllon to f1ft_ IISI do..
bt>>,ond the dltl of the ..M.....,t. If PIYNnt II ... Iftlr the Int.r..t OOllPUtlUon dltl Ihown on the
NotlOl. IlddIUnl Intlr..t IUlt be OIlculltld.
.
E.tate of I
ITE"
,
"ary L, Wolfe
DESCRIPTION
, ,
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"
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,
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S8' 190-28-2615
03/23/1994
CONTINUATION SCHEDULE
Contlnuatlon of 80hedule I
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A"OUNT
3,747
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REV"1!47 EX AFP (12-94*
COMMONWEALTH Of PENNSYLYANIA
OEPARTMENT Of REYENUE
BUREAU OF INDJVIOUAl TAKES
DEPT. 280601
HARRISBURD, PA 11126.060l
"fAT! OF WOLFE = FILE NO.
DATE OF DEATH 03-23-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO VOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REDISTER OF WILLS, HAKE CHECK PAYAaLE TO "REDISTER OF WILLS. ADENT"
REMIT PAVMENT TO:
(y
ACN
101
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
BRIDGET M WHITLEV ESQ
KEEFER ETAL
PO BOX 11963
HBG PA 17108
DATE 03-06-95
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R.d tt.d
l
CUT AI.ONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV = i54'7 -E'iC - i. FP" -i 12"=94 T - Noi'"i c r -OF- i"N'fi E if i;: AifcE- i'"A'x- i,P'PRA is EifENT ~""i. i:. rciWANCE -iili" -- -" - -oo - - - - - - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLFE MARV L FILE NO. 21 94-0319 ACN 101 DATE 03-06-95
If an assessment was issued previously, lin8s 14, 15 and/or 16, 17 and 18 will
rsflect figures that include the tctal cf ~ returns assessed to date.
ASSESSMENT OF TAX:
15, AMount of Lln. 14 .t SpoUI.l r.t. 115)
16, Alount of Llnl 14 t.xlbl. It Lln.11/C1111 A rlt. 116)
17. AMount of Llnl 14 tlxl"l. It CollltlrlllClnl1 B rltl (17)
le. Prlnolpll Tlx DUI
TAX CREDIT9:
PAVHENT
DATE
12-22-94
12-22-94
TAM RETURN WAS. I X I ACCEPTED AS FILEU
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1, Rul Ellolo ISch.dull A) H)
2, Stookl Ind Bondi (Schldull Bl 12)
s. Clo,"h Hold Stock/P"rt,,"rlhlp Inlorut (Sohldull CI (S)
4, Hortg"g'"/Notll RIOllvlbll (Schldul. DJ (4)
S. CI.h/Blnk D.polltI/Hlto, Plr.onll Prop.rty (Sch.dull EI (5)
6, .Jolntly Dwn.d Proplrty I Soh.dull F) (6)
7. T,'lnlforl (Schldull 01 (7)
e, Totll Allltl
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Fun.rol Explnl../AdM, COlh/Hllo. Expln... ISch.dull III (9)
10, Dlbtl/Hortglg. Lllbllltlll/Llln. (Schldul. I) (10)
11, Totll D.duotlonl
12. N.t VIlu. of TIX Rlturn
lS, Chlrlt.bl./Dov.rnMlntll Blqu.ltl (Soh.dul. J)
14. Nit VIlu. of Eltltl Subjlct to TIX
NOTE:
RECEIPT
NUHBER
AA022629
AA022630
DISCOUNT (.)
INTEREST 1-)
.00
,00
( ) CHANDED
215.000,00
76.831.00
.00
. 00
138.238.00
, OR.
105.000,00
(el
535,070,00
66.654,00
9.534,00
(11) _
(12)
(15)
(14)
7~,lAQ nn
458,881. 00
,00
458.881,00
.OOM'OO.
458.881.00 M ,06.
,00 M ,15.
(leI
,00
27.533.00
,00
27.533,00
AHOUNT PAID
1.432,00
27.533,00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
28.965,00
1,432,00CR
,00
1.432.00CR
. IF PAID AFTER DATE INDICATEO, SEE REVERSE
fOR CALCULATION OF ADDITIDNAL 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 FDR INSTRUCTIONS,)
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RESERVATION,
E.t.t.. of dlc.d.nt. dylng on or blfor. O.c..ber 12, 1982 ~. If IMY future Int.r..t In thl ..tat. I. tran.f.rr.d'
In pOI....lon or enJove.nt to Cia.. a (co11at,ral) bln,flot.rle. of thl dlcodent after the Ixplratlon of anv ..tatt for
llf. or for y.ar., the Co.,cowlalth h,r,bY expr...ly r..,rv.. th. rlght to appral.. and ""'1 tren.f.r Inh,rltanc. TaXI'
at the lawful el,.. 8 (colhtlral) rate on rlOY .ueh future Int.r..t.
PURPOSE OF
NOTICE'
To fulfill the r.quirl..nt. of Sletion 2140 of the InherUanol and E.tat. TaK Act, Act 22 of 1991. 72 P,S,
SloUon 2140.
PAYHl!NT,
D.teeh the top portion of th1. Notlcl tlnd lubelt with your paYllnt to thl Rlolltlr of Willi Pl'lntld on thl rlVlrl1 .Idl.
uHakl chick or 10nlY ordlr pavabll tOI REGISTER OF MILLS, AGENT
All paYllntl recllved Ihall flr.t bl applild to an1 Intlrllt which lay bl dUI ~Ith Ilny r..alndtr appll.d to the tax.
REFUND (CR),
A r.fund of a t,x or.dlt, which ~al not rlqullttd on thl Ta~ Return, lay be rlqullt.d by cOlpletlng an "Application
for R.fund of PlnnlYlvanla Inh.rltance and Eltat. TaK" (REY-l313). Applioatlcn. arl available at thl OfficI
of thl Rlgllter of Willi, any of thl 23 RlvenuG Dlltrict OfficII, or by calling thl IP80lal 24-hour
anlwlrlng IlrvicI nutblrlfor for.1 ordlrlngl In Plnnlvlvanla 1-&00-362-2050, outlJdl Plnnlylvanla and
within looal Harrllburg .roa (717) 187-8094, TOO' (117) 772-2252 (Hlaring I.palred Only).
OSJCCTlONSI Any party In Int"..t not ..thfltd with thl .pprl!ll....nt, allowance or dlsallowallcl of dlduotlonl, or alllu.lnt
of taK (lnoludlng dhccunt or Intlr..t> as Ihown on thh HoUct IUlt objoct within IIKh (60) daYI of rlcllpt of
Inll Noll~b.'
'~~-f~~rlttl" 'Pl'ot..t l~ ~ PA OIPart.lnt of R.vlnul, Board of APP1811, n.p\, 261021, Harrllburg, PA 1712S-1021, OR
--tl.otio~ to havt.thl lattlr det.rllned at audit nf the account of thl plrlonal r.pr'l.ntatlvl, OR
. --.ppul toth. O"pha",' Court.
ADNIN
ISTRATlVE .
CORRECTIONS,
A'
Flotu.1 .r.or. dl.oov.r.d on thl. a"'I..ent .hould bt .ddrl'~ld In writing tOI PA Dlpart.ent of Rlvlnul,
Bureau ofr.tndlvldu.1 TaKII, AnHI po.t A.......nt R.vltw Unit, Dopt. 2&0601, tlarrhburg, PA 11128-0601
i Phonl (1Id?&1-6S0S, 'S.. pagl 3 of th. booklet "Inltruotlon. for Inherltanc:. Tax Rlturn for a Ruld.nt
'. o.cldlnt"'{REV-1S0l1 fqr an 'Kplanatlon of ad.inhtratlvelv onrrtchbll errofl.
r; . \
DISCOUHTI'(t"I.' any ta~')luI hpaldwlthln thr.. 01 callndar .onth. after thl dleldentl. dlllth, a flv. ptrelnt (S~) discount of
cr; 'In. to, .1rI~ 10 .Ii~wiio,
00
INTEREST I lntlr..t II cher"ld blglnnlng with flflt day of d.llnqulncy, ar nlnl (9) tonth. and onl (1) dav frol the dltl of
d.ath, to the date of paY'lnt. TaK" Mhlch blea,. d.llnquont blforl January \, 1982 blar Int.r'lt at thl rata of
.IK (6~) Plrclnt per ennuI calculatld at . dailY rall of .000164. All taK" which bee... dallnqulnt on and after
January I, 19&2 will b..r Int.rl.t at . rat. which ~lll vary fro. r"llndar Ylar to caltndar Ylar with that r.ta
announclld by thl PA DIPartllnt of Rlv.nul. The applleabll Intar..t rat.. for 19ft? through 1995 arll
'!!!! Inter..t Rat. Ol!lllv Inter..t Footor !!!! Int"..t Ratl Daily Inter..t ractor
1982 20X ,D00548 1987 9X ,000247
1m 16X ,0004" 1988-1991 m ,000101
1984 lIX ,000lO! 1992 9X ,000247
1985 llX ,000156 1995-1994 IX ,000192
1986 lOX .000274 1995 9X ,D00247
ulnter..t II calculatld II follow. I
INTEREST . aALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
. -.Any Hotlcl IlIuld after th. tu bleo... dtllnqulnt will refllct an Interllt caloulatlon tn fllt..n (15) day I
b.yond thl dlte of thl a......."t, If PIy'.nt II lad, aftlr thllnt""t llo"puhtlon date .hown on thf
Hotlc., additional Interl.t IU.t bl cnlculatld.
PURPOSE OF
HOTlCE,
PAVMENT I
REFUND (CR) I
OBJECT10NSI
ADHIH-
ISTR"IVE
CORRECnoHs I
INTERESTl
To fulfill the rlqulrlllentl of Stetlon ?\4S lb) of thu rnhllrltanoll and Eltatl rnx Act, Act U of 19'J1,
<12, P,S, Stotlon 214S),
Detlch thl top portion of thl, Hotlel and ,ubllt with your pay.,"t to thl Regllt,r of Willa prlnt.d On th,
r.v.r.. .Idl.
MM l1ak. chlok or lIon.v Qrdtr payable tOI REGISTER Of" HILLS, ^GENT,
All ply..nts r,cllvld shall bl applied fir" to any Int.relt Which ~ay bt dUI with any r'lIalndtr opplltd to thl taM,
A r.fund of a tal( <lrlild1t .."y ht r,quUtld by COMPlttlng on "Application for Rdund of Ptnnlvlvtlnla
Inh.rlt.r"cl and Eltata hx" (REV-Unl. Appllcatlont are avalhblt lit th~ OffiCI of the Rt;httr of Willi,
any 01 thl 23 RII/tnut District OfllclII or frOI thl DIP'" tlllntl, Z4.hour ans\lulnQ slrvlell nUltllIrG for forrl.ord,rlngl
In PennSYlvania 1.800-56Z-Z050, outsld4 PlInn,vlVllnla and within local thlrrtsburQ arIa (1171 181'8094,
TOO_ (711) l1Z.ZZ5Z (Heuring I.pulrlld Only!.
Any carty In InterlUt not satisfllld \11th the IUISUUQnt of talC .u shown on thl. notlcllI nay otJjtct wlthJn
,ilCty (60) day. of rucalpt uf thl, Hotlcu bYI
"wrltttn protut to the PA Dtpartlltnt of RtYllInUllI, Board ~f Appult, Dapt, 2810Z1, tlarrlSburg, PA 11128.10Z1, OR
"ahcting to haya thl lIIftttar datar"lnld at ,1udlt of the PClr10nal r,pretllntattv., OR
"-appul to thll OrPMn.' Court,
Factual IIrror. dlscoYlIrQd on this assul.llflt sMuld be ltddrutlld In wrltlnQ tal PA aepartlent of RIyanue,
8urlllu of Indlyldual TalClllt, A1THI pl)st ASlIltUllllnt RlIIylew Unit, Dept, ZS0601, HarrlsburlJ, PA I11ZS.0601,
Phonl (1171 7S1-tiS05. S.. page 1 of the bookht "Instructions for InherHlln<:e TalC Return 'or a Rutdlnt
DOcldlnt" (REV.1501l (or an tlColanntlon of IldlllnlltrntJvulv <:orre<:tllble 4rrors.
For dati' of ue.th on/or aftlr 10-1'91 Plnn,vlYllnia Estatu TolC basld on the Fedlral Estat, TalC
return becou. dlUnqulnt lit thlt 1IlColratlon of nine (091 :nonths fro. thl dllta of duth,
For datI' o'dlath prior to 10-1-qt P4nn.ylY~nla E,tntl r~x baSld on the Fedlr~1 E.tate Tax rlturn
bICOIl81 dlllnquent at the IICPlratlon of eightlln (1&) 1II0nths fro. the datil of death,
lUll which blcall. d.llnqulnt before January 1, 19&Z bur Intlr..t at the rllt. ot six (6%1 olrcent per 3nnUlll
calculated at II daily rate of ,000164. All tllxll \lhleh blca.1 dellnqulInt on or aHar January 1, 198Z will bur
Int.rllt fit a ratl whl<:h will vary fro. cahfldftr 'lIar to calendar ,nr with that rate 3nnouno.d lly the PA
Dlpltt..nt of Rlvlnul. Thl Ilopllcab!e Internt rllt.. for 198Z through 1995 arll
Vur Inter..t Ratl Dally Intlr"t Fllr,tor Vur Interut Rllte Dally Internt Faotor
1962 ZOi' .iJ00548 1967 lJi: .000Z47
1985 16% ,iJ01)418 19&8.1991 11% ,000301
1984 IIX ,000301 llJI}2 l)i: .000247
1965 13i: .000356 1993.1994 7% ,000192
1986 \0% ,1)00274 19lJS lJi: .000247
'~If1t8t..t II olllcul/1tel1 .. follows:
INTEREST ' BALANCE OF TAX UNP~ID X NUMBER OF DAVS DELINQUENT X DAILV INTEREST FACTOR
"Any NoUce lUlled after the talC bllCOIllOS dlllnqUlnt will refhct an Intultt ealeulatlon to flfh"n ClS) days
beyond thl dati of the a..II..,lnt, If PIlVlllent Is "fide 4flllr the Int.rut oo~putatlon date shown on the
HOUCI, addltlonftl lnt"e" IIU.( be Clllculatld,
PAYHENT,
Dltlch thl top portion of thtl Hotlol end lub,lt with your ply.,nt ,ad. p.ylbl. to the n... end Iddr...
prlnt.d on the rev.r.. tldt,
If RESIDENT DECEDENT .... ,hIck cr .cn.. ordor p.YObl. to, REGISTER OF WILLS, AGENT.
If ~N'RESlDENT DECEDENT .... chock or .on.. arrlor PI..bl. to, COHHONWEAL TH OF PENNSYLVANIA,
All PIVltnt. rlc.lvld shill b. applied flr.t to any Int.r..t which ..y b. due with any r...lnd.r appllld to thl tlX.
REFUND (CrU, A r.fund of . tll< or.dJt, whIch W!III not r.qu..t.d on the TaK R,turn, .ay bt reqv.ltld by co.pllttng an
"Appl1c.tton for H,fund of Plnnlyl...,"I, Inh.rllancl and Eltat, TIK" (REY-IlI]), Appllc.tlont I" Iy.lllbl. .t
the Offlc. of th, A,glattr 0' Will., any of the 23 A,vlnul 01ltr10t Offlc.. or frol thl DIP'rte.nt" 24.hour
an,wlrlng ..rvlell nueber. for 'or" orderlngl In Plnnlylvlnll 1.800-362-2050, outsld. P.M."I....nl.
and within 10011 Hlrrhburll er.. (717) 787-10''', TOOl (717) 772'2252 (Hurln; IIPalrld only),
REPLV TDI, Qu..tlon. nglrdlng .rror. contlln.d on thlt 'lOUelI .hould b, .ddr....d tell PA D.part.er,t of R.v.nu., !our.au
of Indl...ldu.l TlICII, ATTNI Po.t h....unt R....I.w Unit, DIPt. 2&0601, Harr1lburg, PA 17128-0601, phone
(71 TI m'6505 ,
DISCOUNT I If any talC due I. p.ld within thr.. (5) cal.nd.r tonth. aft.r thl d.c.d.ntl. delth, a fl.... p.reent (5X) dltoount
of thl till p.ld It allow.d.
INTEREST I tnt.r..t I. chlrg.d b.glnnlng with flr.t d.v of dlllnqu.nav, or nln. (.) .onth. and on. (1) day frol the date of
d..th, to the dati of pay"nt. Tax.. which blee.. d.llnquent b.for. Janulry I, 1.82 b'tr Inttr..t at thl rat. of
Ihe (6~) Plra.nt p.r .nou. calculat.d at a dally rate of .000164. All talCU which btoa.. de1Jnqulnt on and after
Janutry 1, 1.12 will b.er Intlr.et at a rat. which will vary frol oallndar year to caltndar y.ar w1th that ratt
announced by the PA DIPlrt'lnt of R.....nu.. Th. appll~'blt Intert.t rate. for 1.82 through 1995 Irtl
V.ar tnter..t Rlh Dally Intlrllt Factor Vur Jntlrllt Rlh Dilly Intere.t Faotor
1912 20X ,000S48 1987 9X ,000247
1985 16% ,000458 19U.I991 IIX .000501
1984 11X ,000301 1992 9X ,000247
1985 m ,000556 1905'1994 7X ,000192
1916 lOX ,000274 1995 9X ,000247
, .-Intlrut 11 cllcuht.d at fclloWII
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF OAVS DELINQUEHT X DAILV INTEREST FACTOR
"Anv Notlcl IUUld aulr thl talC bleo... dtllnquollt will rlfllct an lnhrllt e.leulatlon to flft"n (15) day.
beyond the dete of the a.,.,...nt. If pay..nt 1. .ad. aft.r the Int.re.t co.put,tlon dlt, .hown on the
Notlel, ,dditlonal Int.r..t autt b. calcuhted.
.PAVttfNTI
Detilah thl top portion of thlt Notlcl IInd tUbldt with your PIIY..nt .,d, PIVllblt to thl na.. and addr...
printed on thl rllIlr., lid"
If RESIDENT DECEDENT ..k. ,hock or .on.. ord.r P...bl. tal REGISTER OF WILLS, AGENT,
If NON'RESIOENT DECEDENT uk. 'hook or .onoy ord.r p.,.bl. to, COHHONWEAL TH OF PENNSVLVANIA.
All Plv..nt. r.cejvld .hall bt npplltd Ilr.t to Bny Int.r..t which .IV bt du. with any rl..lndtr appll.d to thl t.~,
REFUND (CA)I A refund of I talC credit, which Wat not r.qu..ttd on the TalC Rtturn, .ftV b, r.qu..hd bv Clollpl,t1ng .n
"ApP1Jclltlon for R'fund of PennsvlvanJa Inherlhnce and Eltat. Tax" (REII'UUI. Appllcatl<<ml II" IVIlUeblt It
thl OffiCI of the Rlgl,t,r of Will., any of thl 21 Rlv,nue Ol.trlot Offlc.. or 'roil thl Olpart"nt', 24.hour
Inelil.rlng ..rvlcl nUllbtr. for forlll ord,r1n'lI In P'nnlvlvlInlll 1-800-362-2050, out.ld, Plnnlvlvllnlll
and within local tlllrrhburg arn (711) 1&1-8094, TOO' 017> nZ-Z2SZ Olearlng hpalrld only!,
REPLV TOI
QUlttlon. r.gardlng Irror. contaln.d on thl. notlcl .hould b. addr....d tOI PA Dlpart~.nt 0' Rlv.nu., Bur..u
0' Individual Tallll, AnN, Po.t A.....~lnt R.vllw Unit, D.pt. Z80601, Ulrrhburll, PA I1IU'0601, phonl
(717) 787'6505,
I' any tlM due I. plld within thr.. (l) callndar tonth. a'tlr the dlcldlnt'. d.ath, a 'Iy. p.rc.nt (S~) dl.count
of thl taM paid h alloNld,
DISCOUNII
INTFRERTI
Int.ratt I. oh.rg.d b.gtnnlng with flr.t day 0' d.llnqulnoy, or nlnl (91 lonth. and onl (I) day frol thl dati of
death, to thl dlh of pay..nt, TaMil which b.en.e dlllnqulnt blfor. January 1, 1982 bur Intarott at the rah 0'
.iM (6~) p.ro.nt Per annul calculated at ,. dally rat. of .000164, AU taXII which b.ca.. dlllnqu.nt on end afhr
January 1, 191Z will bier lnt.r..t at . ratl which will vary 'ro. cal_ndlr Ylar to callndar YI.r with that rat.
announcld by thl PA Dlpart.lnt 0' R.vtnuI. Th. appllcabl. Intlr..t rat.. 'or 1982 through 1995 .r'l
Vllr Inter..t Rtte Dally Int.r..t factor VUr Int.r.. t Rat. DallY Int.rl.t factor
1912 20X ,000548 1987 9% ,000247
1981 16X ,000438 198ft. 1991 llX ,000301
1984 m ,000301 1992 9X ,000247
1985 m ,000556 1993-1994 IX .000192
1986 lOX ,000274 1995 9X ,000247
ulnttrllt 11 oalculat.cJ .. 'ollow.1
INTEREST . BALANCE OF TAK UNPAID K NUNBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
M~Any Notlc. lUUld a'ter the tu b.coe.. d.Unqu.nt will r.fl.nt an Inhr"t calculation to fUh.n (IS) daY'
blyond the date of th~ ........nt. If paY.lnt I, ..d. aft.r the Int.r..t oaeputatlon dttl .hown en thl
Hotlu, .ddltlonal lnterllt 'Ult b, ollcuhttd,
\
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,<:' ('1 ,\'[L
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,(1..
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r<1 ,J
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PURPOIl! OF
NOTICE.
To fulfill tho ,,,,,,Ir...nll of S..Uon 2141 Ibl of lholnhtrlt..... ond Elt.t. ro. oIot. Aot II of 1991. In P.I.
SIoUon 11411. '
PAYltltHTI
Dot..h tho tOP portion of thlo Noll.. ond .1AHl1t .lth ycur PI.-t t. tho Rl1Illt.r of Willi. print" on tho
rlVlr.. .Ide.
.. HoI<. .- or 1011" orellr Plyobl. to. REGISTEll OF MILLS, AClEMT.
All PIYHnt. r"llvld wll be .,Ued flr.t to .,y intlr..t which uy be due with .,y r...lndlr ""lied to tM tl..
REF1JND I.CRI'
A r.,l.M1d of . tlx aredlt "V,be reque,ted bv G0IIP1,Ung In "Applloltlon for RefP..nd of PInI1.v1vlnll
Inherlteno. and E.t.t, TIM" (REV-ISIS), Appl1cetlon. ar. tv.'llble It the OfficI of the Rtelt"r of NIII.,
anv of the 25 Revenue Dlltrlot Offlo.. or frDl the Dlplrtwentt, Z_.hour In,werlng ..rvlel nuIbIr. for for., order!""
In Plnnlvlvenll 1.aOO~3'Z-ZOSO, outildl Ponnlvlvenll and within lOCI. Herrl'burg .r.. (717) 7'7-1094,
TOO. 17171 nz.2151lHolrlnl lop.lr" Only),
OIJECTJOHSI Anv Plrty In lnt.r..t not Iltl,fled with the .......-nt of t.x .. .hown on thl. not lee I.Y ObJ.ot within
.lxtv (60) d.v. of rae.lpt of thh Nntle. blll
....written protut to the PA O.p.rtttent of R.venue, loard of A~.lI, DIfIt. 211021, tIIrrltburll, PA 17128"1011, Oft
..~.ltGUng to hlva the IlItt.r det.ralned .t tUdlt of the per'OMI rlPrutntetlva, OR
"'1PPM1 to the Orphan.' Court
AIIllIN-
IITRATlV!
COIlRI!CTlDHS.
~lOtUll error. dl,cov.r.d on thl. ......lInt ~Id be Iddr'l~ In ~rltl", to, PA Deplrt""t of RIYInUI,
lurelY of Individual TIXII, ArTNI Po.t A.....'""t RIIYI... lkllt, Dept. Z10601, Htrr!lburg, PA 17121"0601,
PhonI (717)"7~650S. S.e Pili 5 of the ~1.t "In.truotlon. for Inheritance 'aM R.turn far a Ralldlnt
Dtoldlnt" (REY~\SOI) for en IMpllftltlon of IdIlnl,tr.tlv,lv oorreotlbl. .rrorl.
INTEREST.
Additional Penn,Ylyanla Eltate T'M .......d I' , r..ult of ft chlngl on the Flderal E.tat, '1M 010.1ng
t.U,r becCNHI. dtllnct'JlN1t at thl 'Mrlr.tlon of one (1) aonth froe the dlt. the flr",l noUo. of thl lnor..n
1n Federal E.t,t, Tax ,. r.o.lvld.
'1.1. which bto... delinquent before Jenuery 1, 19.2 bI.r Int.r..t at thl r.ta of .1. (6X) Plr~ent p.r ennui
o.lculated It . dilly rltl of .000164. All t'MI. which bto.-. dlllnquent on or aft.r JlnUlry 1, 19.2 will bear
Intllr..t It . rata wh1ch will vary frOll C1llwwtlr rear to olllnder Y.IT with thlt rat. MnCM.Mtd by the PA
Dlpartaent of R.ytnUl. ThI appl~eabl. Intara.t rat., for 19A! through 1995 .r"
'IlK tnt.,.... R.t. n.llv In~.,...t ~.ntnr XMr Int.,.... D.t. n.llv Intar... FAlI.1ar
1911 m ,000541 1987 9X ,000147
1915 I6X ,0000' 1911-1Y91 IlX .0DOlOI
1914 m ,000501 I99Z 9X .000Z47
1911 15X ,0DDSS6 1995-1994 7X ,000191
1916 lOX ,000174 1995 9X ,000147
, ...tnt.n.t II o'lculated It follow. I
~IlTEREST . BALANCE OF TAX UNPAID X NUIIIEIl OF DAYS OELINQUENT X DAILY INTEREST FACTOR
....Any HoUel hlUtd Ift.r thl tlX blooM. delinquent will rtf1lOt Irl Jnttrllt ollcul.Uon to flft.... (11) dev.
beyond thl dlt. of tM ........"t. If PIYHnt I. ... after the lnter."t eOllPut.Uon date Iho<wn on thl
NoUol, tOdltlORlI Int.r..t ault be a.loul.ted.
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STATUS REPORT UN~ RULE 6.12
Name of Decedent I Marv Lou Wolfe
Date of Death: ~arch 23 , 1994
Pursuant to Rule
Court Rules, I report the
the administration of the
_ Admin. No. 21-1C)q~-11q
6.12 of the Supreme Court orphans'
following with respect to completion of
above-captioned estate:
Will No.
1. State whether administration of the estate is complete:
Yes No ><
2. If the answer is No, state when the per80nal
representative rea80nably believes that the administration will be
complete:_ October 19.9<).____
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
b. The separate Orphans' Cuurt No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 'I ~;; It -'1/(1
- t::g;
- I{)
OU) :-In:
.., - ('0
!1JF. O. ) ~
I: ~}; 0
+'" ~ ,it.)
'-.J ' , \ l}
'r) ., ~ c:
I:.' (', ~1~
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.-, ,Ii ;b
Q ...)) ~)
Oil} ~ ~d
&!Cl:
j < J ~ C-;,e~JI./
Signature
Robert R. Church. Esquire
Name (Please type or print)
Keefer, Wood. Allen u Rahal
210 Walnut street" Harrisbur.a.::. PTI
Address 1710B-1963
( 7171255-B05~
Tel, No,
CapacitYl
Personal Representative
__x--Counsel for personal
repre8entative
(MAH: rmfl AM3)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mary Lou Wolfe
Date of Death: March 23. 1994
Will No.
1994-00319
Admin. No,
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules,
r report the following with respect to completion of the administra-
tion of the above-captioned estate:
1. State wht.ther administration of the estate is complete:
Yes _____ No xx
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete: on or.___
before June 15. 2000
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 __'
b. The separate Orphans' Court No. (if any) for the person-
al representative's account is:
c, Did the personal representative state an account infor-
mally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and approvals of
formal or informal accounts may be filed with the Clerk of the
Orphans' court.pnd may be attached to this report.
{'.,
." M~~ch ,.
Date: 23. 2000
rl:
<:;t
N
I' , ffi
I' , >'
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&J1IJ 13 21i
a: a: .!I)8
u
1~~~I1(JfL~
Bridget M, Whitley. Esq,
Name (Please type or print)
Keefer, Wood, Allen & Rahal LLP
210 Walnut St., P.O. Box 11963
lliu:risburg. PA 17108-1963
Address
(717\ 255-802'7
Tel. No.
Capacity:
Personal Representative
Counsel for personal
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IN THE MATTER OF THE
ESTATE OF MARY LOU WOLFE,
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBER'LAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1994-00319
RBCIXPT, RBLBASI, RBrUNDING AND INDIIOIITY lGRBBMlNT
CONCBRHING SPBCIrIO BBOUBSTS AND INITIAL CASH DISTRIBUTION
THIS AGREEMENT, made this 3f'~
day of f'\t.lrr.. h
, 1995,
WIT N E SSE T H
THE CIRCUMSTANCES, leading up to the execution of this
Agreement are as follows:
1. Mary Lou Wolfe (the "Decedent") died testate on
March 23, 1994, and her son, William F. Wolfe, Jr., duly
qualified as executor (the "Executor") of her probate estate (the
"Estate") .
2. The Decedent's Last Will and Testament, dated
September 7, 1990 (the "Will"), provides for the disposition of
the Deoedent's tangible personal property and the residue of the
Estate in equal shares among the Deoedent's five children, and
provides special legacies to two of the Decedent's youngest
ohildren for education purposes, as follows:
SECOND: I make the fOllowing specific bequests:
(1) I give my tangible personal property and all oasualty
insurance that I am carrying on said tangible personal property
to suoh of my children who are living at my death, to be divided
equitably among or between them as they may determine, or, if
they are unable to agree, as my Exeoutor shall determine, after
oonsidering the wishes of such children. I have complete
oonfidence that my children or my Executor will honor any written
j,nstructions that I may leave with regard to said tangible
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personal property. Any such property not so distributed shall be
sold, and the prooeeds added to my residuary estate to pass as
hereafter described.
(2) I give and bequeath to my son, Michael B. Wolfe, and to
my daughter, Kristin M. Wolfe, a pecuniary bequest to each of
them in the amount of $2,000 per semester (or equivalent unit)
for eaoh semester (or portion thereof) remaining to complete the
oourses of study which they have chosen as of the date of my
death. I direct my Executor to exercise broad discretion in
determining tho amount of this specific bequest in order to
accomplish my objective of assisting my youngest children to
complete their chosen courses of education. Such education may
include vocational, graduate or professional training if such
ohild so desires. My Executor shall determine the applioable
number of semesters within nine (9) months after my death.
THIRD: I give, devise and bequeath the rest, residue and
remainder of my estate, real and personal, to my issue, in equal
shares, per stirpes and not per capita....
3. The Decedent was survived by her five children, namely,
Mary Beth Hamaoher, Susan C. Pettis, William F. Wolfe, Jr.,
Miohael B. Wolfe and Kristin M. Wolfe (collectively, the
"Legatees"), all of whom are of legal age and under no
disability.
4. with the exception of the Decedent's automobile (whioh
will be sold by the Exeoutor and the net prooeeds added to the
Estate), the Exeoutor has divided and distributed the Decedent's
tangible personal property in equal shares among the Legatees, to
their mutual satisfaction, in oomplete satisfaction of their
rights thereto under Paragraph (1) of Article SECOND of the Will.
In consideration of suoh distributions, the Legatees wish to
2
, '
release the Exeoutor with respeot to the Decedent's tangible
personal property.
5. The Decedent's youngest ohildren, Mj,chael B. Wolfe and
Kristin M. Wolfe (collectively, the "speoial Legatees")/ also
wish to confirm to the Executor, and to the Legatees/ that prior
to the date of the Decedent's death, the special Legatees had
already completed their chosen courses of study, thereby
rendering null and void their rights to the special legacies
provided in Paragraph (2) of Article SECOND of the Will. Acoord-
ingly, the Special Legatees desire to oonfirm the ademption and
satisfaction of such special legacies.
6. The Executor is in a position to make a partial oash
distribution to the Legatees, in partial satisfaction of their
rights in the Estate under the Will, and the Legatees desire the
Executor to do so.
7. In consideration of the indemnifications hereinafter
provided, the Executor is willing to make an equal cash
distribution to each of the Legatees, in the amount of TWo
Thousand Dollars and 00/100 ($2,000.00). Such partial distri-
bution is made to the Legatees pending the final settlement of
the Decedent's federal estate tax and Pennsylvania inheritance
tax liabilities, and pending the approval of the Executor's First
and Final Account by the Orphans' Court Division of the Court of
Common Pleas of Cumberl.and County/ Pennsylvania (the "Court").
3
NOW THEREFORE, in consideration of the foregoing, and
intending to be legally bound, individually and jointly and
severally, the Legatees and the Special Legatees, for themselves,
their heirs, successors, and assigns, agree as follows, to wit:
1. The Legatees acknowledge that the Decedent's tangible
personal property has been divided and distributed among them in
equal shares, to their mutual satisfaction, in full and complete
satisfaction of any and all of their right, title and interest in
and to the Decedent's tangible personal property under Paragraph
(1) of Article SECOND of the Will.
2. With respect to the Decedent's tangible personal
property (excluding her automobile), the Legatees hereby
absolutely and irrevocably remise, release, quit-claim and
forever discharge the Executor, and his successors, of and from
any and all actions, payments, accounts, reckonings, liabilities,
claims and demands relating in any way to such tangible personal
property.
3. With respect to the Special Legatees only, concerning
the special legacies for educational purposes conferred upon them
by Paragraph (2) of Article SECOND of the Will, they acknowledge
the ademption and satisfaction of suoh special legacies during
the Decedent's lifetime, and therefore absolutely and irrevoc-
ably remise, release, quit-claim and forever discharge the Estate
and the Executor, and his successors, of and from any and all
actions, payments, accounts, reckonings, liabilities, claims and
demands relating in any way to such special legacies for
educational purposes.
4. The Legatees each acknowledge receipt of the sum of Two
Thousand Dollars and 00/100 ($2,000.00), paid unto each of them,
in partial satisfaction of their respective rights to the residue
of the Estate under the Will.
5. To the extent of the aforesaid partial distribution, the
Legatees hereby absolutely and irrevocably remise, release, quit-
olaim and forever discharge the Executor, and his successors, of
and from any and all actions, payments, accounts, reckonings,
liabilities, olaims and demands relating in any way to the Estate
or to the Will.
4
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exeouted an appropriate release of the Exeoutor with respeot to
that initial oash distribution.
5. The Deoedent's federal estate tax, Pennsylvania
inheritanoe tax and Pennsylvania estate tax have been paid in
full and settled. However, estate administration is continuing
pending the sale of the Decedent's residence and the periodic
liquidation of an J.ndividual retirement account.
6. The Executor is now in a position to make a second
partial cash distribution to the Legatees, in further partial
satisfaction of their rights in the Estate under the Will, and
the Legatees desire the Executor to do so.
7. In consideration of the indemnifications hereinafter
provided, the Executor is willing to make an equal cash
distribution to each of the Legatees, in the amount of Three
Thousand Dollars and 00/100 ($3,000.00). Such second partial
distribution is made to the Legatees pending the final settlement
on the sale of the Decedent's residence, and pending the approval
of the Exeoutor's First and Final Account by the Orphans' Court
Division of the Court of Common Pleas of Cumberland County,
Pennsylvania (the "Court").
NOW THEREFORE, in consideration of the foregoing, and
intending to be legally bound, individually and jointly and
severally, the Legatees, for themselves, their heirs, suocessors,
and assigns, agree as follows, to wit:
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IN THE MATTER OF THE
ESTATE OF MARY LOU WOLFE,
DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1994-00319
REOBIPT, RBLEASB, RBrUNDING AND INDEMNITY AGREEMENT
CONCERNING THIRD CASH DISTRIBUTION
THIS AGREEMEN'l', made this .is,), day of Afr, I
WIT N E SSE T H
, 1996,
THE CIRCUMSTANCES, leading up to the execution of this
Agreement are as follows:
1. Mary Lou Wolfe (the "Deoedent") died testate on
Maroh 23, 1994, and her son, William F. Wolfe, Jr., duly
qualified as exeoutor (the "Executor") of her probate estate (the
"Estate") .
2. The Decedent's Last Will and Testament, dated
September 7, 1990 (the "Will"), provides for the disposition of
the residue of thp. Estate in equal shares among the Decedent's
five children.
3. The Decedent was survived by her five children, namely,
Mary Beth Hamacher, Susan C. Pettis, william F. Wolfe, Jr.,
Miohael B. Wolfe and Kristin M. Diggins (co11eotively, the
"Legatees"), all of whom are of legal age and under no
disability.
4. In February of 1995 and in Maroh of 1996, the Executor
distributed $2,000 and $3,000, respectively to the Legatees, as
interim payments in partial satisfaotion of their rights in the
Estate under the Will. The Legatees also executed appropriate
doouments to release of the Exeoutor with respect to those
interim oash distributions.
5. The Decedent's federal estate tax, Pennsylvania
inheritanoe tax and Pennsylvania estate tax have been paid in
full and settled.
6. On March 15, 1996, settlement took place for the sale
of the Deoedent's residence.
7. As a result of the sale of the Decedent's residenoe,
the Executor is now in a position to make a third partial cash
distribution to the Legatees, in further partial satisfaction of
their rights in the Estate under the Will, and the Legatees
desire the Executor to do so.
B. In consideration of the indemnifications hereinafter
provided, the Executor is wil1J.ng to make an equal cash
distribution to each of the Legatees, in the amount of Twenty-
Five Thousand Dollars ($25,000). Such third partial distribution
is made to the Legatees pending the approval of the Executor's
First and Final Account by the Orphans' Court Division of the
Court of Common Pleas of Cumberland County, Pennsylvania (the
"Court").
NOW THEREFORE, in oonsideration of the foregoing, and
intending to be legally bound, individually and jointly and
severally, the Legatees, for themselves, their heirs, successors,
and assigns, agree as follows, to wit:
-2-
,
CONSINT TO RlCIIPT, RlLI!lASB, RE'UNDING AND INDEMNITY AGRBBMENT
CONCeRNING THIRD CASH DIBT~IBUTION
THE UNDERSIGNED, KRISTIN M. DIGGINS, a legatee of the Estate
of Mary Lou Wolfe, deceased, hereby consents to t.he Receipt,
Release, Refunding and Indemnity Agreement Concerning Second Cash
Distribution (the "Release"), for the purposes expressed therein.
The undersigned also acknowledges receipt. of the sum of Twenty-
Five Thousand Dollars ($25,000), as well as receipt of a copy of
the Release.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
vG~JJ
SS
On this, the ~ day of ::rnM~
, 1996, before me,
the undersigned officer, personally appeared KRISTIN M. DIGGINS,
known to me (or satiSfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknoWledged
that she executed the same as her free and VOluntary act for the
purposes expressed therein.
IN WITNESS WHEREOF, I have hareunder set my hand and
official seal.
~}~'(' e !f,lt;
Notary PUblic
I~OI!lrlal Sonl
GrflCo F.. n~;'JI, NuliHY Pooll:
SusqUotlilnnn Twp" Dtl'Jpl1in COlJtll~'
My COflllnisqlon t;'.<fJ)ft1fl ~hy 9, H"lfJ[1
I.1m1bCr, P~nt1~ji.w~-;;'x'Gi1Oii(iii\\JL1r'"
I
I
o!
"
OOIlSIIIT TO RIOIIPT, RlLIlAS!l, RlrUIIDIIIO lUID IIIDBMIIITY AORlIMIIIT
OONCIRNIIIO THIRD CASH DISTRIBUTION
THE UNDERSIGNED, WILLIAM F. WOLFE, JR" a legatee of the
Estate of Mary Lou Wolfe, deoeased, hereby oonsents to the
Receipt, Release, Refunding and Indemnity Agreement conperning
Second Cash Distribution (the "Release"), for the purposes
expressed therein. The undersigned also aolcnowledges receipt of
the sum of Twenty-Five Thousand Dollars ($25/000) / as well as
receipt of a copy of the Release,
'.
, WOLF,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
On this, the ~ day of April
r 1996, before me/
,
the undersigned officer, personally appeared WILLIAM F. WOLFE,
JR., known to me (or satisfactorily proven) to be the person
whose name is subsoribed to the within instrument, and
aoknowledged that he exeouted the same as his free and voluntary
aot for the purposes expressed therein,
IN WITNESS WHEREOF, I have hereunder set my hand and
official seal.
,~l.d ~) () cI{i:~,~
Not rJ Publ c.
f NOlNlIAl [;[1,1
HUIII ^ KNAUI3, H'.It:"'1I'lI!Jll(
C:lrlll'i HIli, Cllllll'!!JI:1I11 ~:"\I"l/
. ,'\_'.~r.GTI\llli~~d,.,q r." " ",' 'I,,'
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5. During the course of administering the Estate the
Executor made four interim distributions to the Legatees, and the
Legatees executed appropriate release documents with respect to
such interitn distributions, Those release documents have been
filed of record with the Register,
6. The Executor has now completed administration of the
Estate and distributed all assets of the Estate, except for an
individual retirement account (the "IRA") with The New England.
7, In order to spread the recognition of taxable income
over several years the Executor and the Legatees have informally
agreed that the IRA will be liquidated, withdrawn and distributed
to the Legatees over the next several years and that, according-
ly, administration of the Estate will continue with respect to
the IRA until its complete liquidation I withdrawal and distribu-
tion to the Legatees.
8. \'lith the exception of the remaining disposition of the
IRA, the Legatees now desire the Executor to settle the Estate
informally in order to avoid the expense and delay involved with
the formal adjudication of a First and Partial Account by the
Orphans I Court Division of the Court of Common Pleas of C~mber-
land County, Pennsylvania (the "Court"),
9. With respect to all matters except the remaining
disposition of the IRA, the Legatees desire to forever settle and
compromise any and all claims and rights which they may possess,
now or hereafter, in the Estate and to confirm their acceptance
of the Informal First and Partial Account (the "Account"), which
-2-
.: , ,," ..' : Ii"; . n'."-'..,'- ,hi;"",., ',"(~i '..<',
;, ".! ;,(1 :,i ~'" ,1"",1-,.(, \,,0, tj"-t;N~""f;\t~''fWlI~~I\'A-,~,~~J~I\I)Mll- ~ j
.'
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"
~
PRINOIPAL
Reoeipt'l Per Inventory riled or aalanoe of Prior Aooount
Thie Aooount
Net aain (or Lo.y) on Sal.. or Oth.r Di.po.ition/prinoipal
555,783.33
24, 347 .20
(73,864.23)
506,266.30
Le.. Di.bur....nt.l D.bt. of Deoedent
run.ral Ixpen.e.
Admini.tration Ixpln.e.
r.d.ral/Stat. Taxi'
rill , Commi..ion.
ramily EXlmption
Balance blfor. Diltributions
Di.tribution. to B.n.ficiari.s
7,384.62
9,397,46
123,813.00
59,315.00
0.00
228,875.39
28,965.31
---------~---------------.-"------
277,390.91
200,000.00
Prinoipal Balano. on Hand 77,390.91
rcr Xnformationl
%nve.tment. Nad.
Chang.. in %nve.tm.nt Holding.
%NCONl
P.r Prior Account riled
Thie Account
N.t aain (or LOIIl on Sal.. or Other Di.po.ition/Inco.e
0.00
26,676.26
R.ceipt'l
0.00
L... Di.bur.e..nt.
26,676.26
22;248.78
Balance Blfor. Distribution
Di.tribution. to Beneficiari.s
4,427.48
0.00
%nco.. aalance on Hand 4,427.48
ror %nfoJ:lllation I
Inve.tmlnt. Nad.
Chang.. in %nvllt:llJlent Holding.
Colllbined Balance on Hand 81,818.39
"
.............
"
"
1996..10-29 NIL p.n.ion Prop.rti.. 3, partial
oapital return
N.t Proolld. 7.60
riel. Aoq. Value 7,60 0.00 0,00
1996.10-29 NIL p.n.ion Prop.rti.. 3, pertial
oapital return
Net Prooe.d. 304.00
rid. Aoq. Value 304,00 0.00, 0.00
1996-10-29 NIL Plnsioll Properties 3, partial
oapital return
N.t Proo.eds 15.20
rid. Aoq. Valu. 15,20 0.00 0.00
1996-10-29 NIL Pension Properties 3, p.rt~al
oapital return
Net prooeeds 7.60
rid, Aoq. Vdue 7,60 0,00 0.00
1996-10-29 NBL Pension Prop.rti.. 3, partial
oapital return
Net Prooeed. 15.20
rid. Aoq. Value 15,20 0.00 0.00
1996.10.,29 NBL Pension Properties 3, partial
oapital return
Net Prooeeds 7.60
rid. Aoq, Value 7.60 0.00 ,0.00
1996-10.29 NBL Pension Properties 3, r.turn
of aapi tal
Net Prooeeds 304.00
rid, Aoq, Value 304,00 0.00 0.00,
1996.10-29 NIL Pen. ion Propertie. 3, return
of oapital
Net Prooeede 15.20
rid. Aaq. Value 15,20 0,,00' 0.00
1996-10-29 NBL Pension Properties 3, ,return
of oepital
Net Prooeeds 7.60
rid. Aoq. Value 7.60 0.00 0.00
-3.
19U-07.28 NIL Plnsion proplrtils 4, partnlnhip
dhtribution
Nit proc..ds 25.24
rid, Acq. VlluI 25.24 0.00 0.00
1994-07-28 NIL Psnsion Proplrtils 4, partnlnhip
dhtribution
Nit Procllds 454,32
rid. Acq, VlluI 454.32 0.00 0.00
1996.10-26 NIL Pins ion proplrtils 4, parthl
clpitll rlturn
Nit Procllds 3,492.00
rid. Acq. VduI 3,492.00 0.00 0.00
1996-10.29 NIL Pins ion proplrtils 4, parthl
alpitll return
Nit proo..ds 194.00
rid. Acq. VlluI 194,00 0.00 0.00
1996.10.29 NIL Pins ion Proplrtils 4, partial
aapitll return
Nit Procllds 194.00
rid. Acq. Vllue 194.00 0.00 0.00
1996-10-29 NIL Plnsion Proplrtils 4, return
of capHIl
Nit proc..ds 3,492,00
rid. Acq. VlluI 3,492,00 0.00 0.00
:1.'96.10.29 NIL Pins ion proplrties 4, return
of capi tll
Nit Proolflds 194.00
rid. Acq. Vllus 194,00 0.00 ,0.00
1996-10-7-9 NIL Psnsion proplrtils 4, rlturn
of capital
Nit Procllda 194.00
rid, Acq. VlluI 194,00 0.00 0.00
1996.03-15 Sal1 of rlsidlncl locatld at
2914 Suns.t DrivI, Camp Hill, PI.
Nit proc..dm 151,301.22
rid. Acq. Vllu. 215,000.01l 0.00 63,698.78
.4 -
, ,
1U5-03-2~ 25000 .har.., RTC Ca.h Acccunt,
partial liquidation of N.w
Bnghnd IRA
N.t proc..d. 25,000.00
rid. Acq. Value 25,000.00 '0,00 0.00'
"
19U-0.-09 16.89.69 .har.., RTC Ca.h Account,
partial liquidation of N.w
Bnghnd IRA , I'
N.t Procud. 16,U9.69 0.00 "
rid. Acq. Value 16,.09.69 .. , ,0.00
. ..
, ,
1996-0.-09 1832.19 .h.r.., RTC C..h Account,
liquid.t.d for f.d.r.l incom.
t.x withholding
,
N.t proc..d. 1,832,19
Pid, Acq. V.lue 1,832,19 0.00 0.00,
1996-06-26 1990 Acur. L.g.nd Automobil.
N.t procud. 9,600.00
rid. Acq. Value 15,500.00 0;00 5,900.00
, , ,.
1997 -07 - 07 952.381 eh.r.. Fr.nklin Adju.t.bl.
R.t. O.S, Oov.rm.nt S.curiti.., .old I,.'
N.t proc..d. 9,000,00
rid. Acq. Value 9,000.00 0.00 "0.'00
1U7.07-03 NIL P.niion Prop.rti.. 5, partial
r.turn of c.pital
N.t proc..ds 644 , 00
Pid, ADq. Value 6",00 0.00 0,00 '
1997-07-08 25,000 .har.., R..ouro.., Tru.t"
partial liquid.tion
N.t Proel..d. 25,000.00 "
,rid. Aelq. Value 25,000.00. 0.00,,: 0.00,
Total O.in"and Lo..../princip.l 18.92, 73,883,15
L... Lo.. ,7.3,883.15
N.t Gain ' (73,8U.23)
.. ,
1"1
"It,
-5-
1994 -03 -23
1994-03-23
1994-05-10
1994-03-23
1994-07-20
1994-07-20
1994-05-10
1994-05-10
1994-05-12
1994-05-10
1994-05-10
1994-03-23
1994-07-20
1994-09-08
1994-11-30
1994-05-10
1994-03-23
1994-03-23
1994-07-20
1994-03-23
1994-03 -23
1994-05-10
1994-07-20
DISBURSBXBNTS or PRINCIPAL
Debt. o! Deoadent,
Aarlene Kene., .peoial care aide
Betty Adam., .pecial care aide
Bell ot PA, talepho~. .ervica
Brenda Wolte, raimburaament !or
medical .upplie.
Capital Nursing' Support Service.,
Unal medical
Culligan, water treatment ..rvice
Ba.t Penn.boro Town.hip,
.ewer/sanitation ..rvice at re.idence
ramily Circle, balance due
CoreStateo Hamilton 8ank, Custodial
Aocount 804-44282-00, admin. and
tennination tee
Holy Spirit Hospital, medioal servica.
Home Paramount, pe.t treatment at
reddenoD
JHU Radiology, medioal
JHU Dapartmant of Oncology, final madioal
JHU Phy.ioian Bill, !inal medical
JHU Radiology, final medioal
Keystone Oil, !uel oil !or re.idence
Spacial Cara, final madioal
Michaal B. Wol!., reimbur.amant !or
medioal .upplies
Metropolitan Life In.uranoe Company,
Inc., final madioal
penn.ylvania Departmant of Revenu.,
1993 ronn PMO
Patriot Naw., advertising
Penn.ylvania Amerioan Water,
water .ervica at re.idanoe
Commonwaalth o! Pann.ylvania, Ba.t
Pann.boro Area Sohool Di.trict,
1994-95 par.onal taxa.
-6-
30.00
140.00
236.96
58.85
766,00
20.99
38.'5
11.97
500,00
190.90
44,52
239.00
545.00
223.00
478.00
224.68
29.00
33.95
315.00
8.00
13 .20
49.72
4.90
.
."
",I
"', j
service at reeidence
1095.06.13 Penneylvania American Water, wa ter 113,73
service at residence
1US.07.0S Penneylvania American Water, water 136,21
.ervice at residence
Un.02-07 PPiL, electric .ervice at reddence 1U.gO
lUS.04.18 PUL, electric IIrvice at reddence l27,H
1US.06.13 PPiL, electric IIrvice at reddence 21.10
UgS.08-22 PUL, electric IIrvice at reddence S3.6S
1US.10.10 PP&L, .lectric urvice at reddence a,g7
lUS.12.1S PPiL, electrio IIrvic. at rasidence 73.87
Ug6.0l.2S PI'&L, electric IIrvice at reddence lH.26
1996.02.0g PPiX" electrio IIrvice at residence 131.36
Ug6-04-18 PPML, electric eervice et residence 100.60
aU.07.20 , PPICL, electric service at residence 204,gO
lU4.0g.08 PPiL, electric service at residence 130.00
aU.11-30 PPiX" electric urvice at residence 70.02
lU4.09.20 principel aroup, refund of annuity 3,401.42
payment for April 1994
U9S.10.10 neal R.tate Environmental Service, 200.00
sewer pumping M inspection
1094-03.31 Register of Wills, prcbate fae 361,00
1994-12-22 Regieter of Wills, inhnitance tax and 2S.00
inventcry filing fee
lU6.04-ll3 SRCCO, Ino. , repair of rediatcr 45.g0
1994.03-23 Sprint Cellular, telephone service 40.48
at residence
1094.07.20 Sweet 'N at"O, lawn service 184 ,'44
Ug4.09.08 Sweet 'N aro, lawn urvice 429.30
1994-11.30 Sweet 'N aro, latm IIrvice 243.80
1995.06.l3 Sweet 'N aro, lawn urvice 411,14
lU6.01.2S Sweet N' Ora, lawn IIrvice 23 9.56
1996.02.0g Sweet 'N aro, lawn IIrvice '70,00
lU6-04.18 Sweet 'N Ora, lawn IIrvice 2Q .00
.10.
'; i,
'\
UU.07-20 Aliaia D. Stinl, '1'r...uru' 2,lU'.82
lUS.O.-18 Aliaia D. Stin., '1'ra..uraJ:' , J:'aa1 ..tata Sg8.U
taxI' at 2U. Sun.at Drive
, " ;11
lUS-07-0S William r. WaUa, Jr. , reimburllmant 380.67
for aut-of-paaket Ixpln... ,
,,,
Ugs.08-22 william r. WOUI, Jr., rdmburllmlnt 1,05g~2"
for oar repair. 28,g6S.31
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lU4-07-21
, 1994 -07-28
1U4-07-28
1994 -07 -28
1994 -07 -28
1994-07-28
1994-07-2g
1994-08-31
1994-09-02 '
lU4-09-16
1994-0g-16
1994-09-30
1994-10-06
, ,
21.24 .ha~I' Nlw Ingland Becu~itil' Ce.h
Managemlnt Tru.t McnlY Ma~klt Blril',
purchaild th~cugh dividend rlinvlltmlnt plan
454,32 .ha~la NIW Ingland Blcuritil. caah
Mlnaglment Truat Mcney Market Beriea,
purcha.ed thrcugh dividend reinvlatment plan
25,24 .ha~ea New Ingland Becu~itiea Caah
Mlnagement Tru.t Money Market Blrie.,
purcha'ld through dividlnd rlinvlatmlnt plan
11,1 .ha~e. Nlw Ingland Slcuritil. Ca.h
Mlnagemlnt T~u.t Money Marklt Plril.,
purchalld through dividlnd rlinvlatment plan
70 aha~I' NIW Ingland Slcuritila Caah
Managemlnt T~uat MonlY Ma~klt Blrila,
purchaald th~ough dividlnd rlinvlatm,nt plan
114.24 .harla NIW Bngland Slcuritil. Caah
Managemlnt Truat MonlY Markat Slria.,
purcha.ld through dividlnd rlinvlatm.nt plan
92.43 .harl. Naw Bngland Slcuritil. Ca.h
Managemlnt Truat McnlY Marklt Slril.,
purchaald through dividlnd rlinvlatmlnt plan
9g,42 .hlrl. NIW Bngland Securitie. Caah
Managemlnt Truat Money Market Serie.,
purchaaed through dividend reinve.tment plan
30 .harea NIW Bngland Securities Ca.h
Management Truat Money Market Slrie.,
liquidated tc pay Admin. fee
336 .hare, NIW Bngland Securitiea Ca.h
Mlnagemlnt Truat Money Market Slrie.,
purcha.ld through dividlnd reinvlstmlnt plan
1462,S .hlre. NIW Ingland Securitie. Ca.h
Mlnagemlnt Truat Money Market Slrie.,
purchaald through dividend rlinvl.tment plan
104.11 .harl. Naw Ingland Slcuritil. Caah
Mlnaglmlnt Tru.t Money Market Slrie.,
purchaaed through dividend reinvI.tmlnt plln
33831,26 .hlrl. NIW Ingllnd Securities Ca.h
Mlnagemlnt Trust Money Market Slrils,
liquidated for trans fir to RTC Ca.h Aocount
25.24
454.32
25.24
'11.10
70.00
,114.24
92.43
'99.42
30.00
336.00
'\
1,462.80
, 104.11
'33,831.26
1994-09-16 NIL penaion proplrtie. 6, partner.hip 1,462 . 80
capital diltribution
1994 - 09 -16 NIL penaion proplrtila 5, partnlrahip 33a.00
clpital diatribution
1995-08-07 NIl. Plnlion Proplrtiea 5, ratu~n of principal 196.00
lU5-02-14 NIL Plnaion p~opa~tie. 4, ratu~n of principal 110.00
-19-
1"5-03-14 NIL pen.ion prop.rti.. 4, r.turn of prinoip.l
1"5-03-14 NIL p.n.ion prop.rtie. 4, r.turn of prinoip.l
1"4-13-15 N.w South ,.d.r.l Saving. B.nk c.rtifioat. of
D.po.it, r.d..m.d
1"4-05-05 1746 .har.. prudonti.l Baoh. Mon.ym.rt A...t.,
puraha..d through divid.nd reinv..tm.nt plan
1"4-05-36 3 .hare. prud.ntial Baah. Mon.ymart A...t.,
puroha..d through dividend r.inv..tm.nt pl.n
1"4-06-37 5 .hara. prud.ntial Baoh. Mon.ymart A...t.,
puraha..d through dividend reinv..tm.nt plan
1994-07-26 6 .har.. prudontial Baah. Moneymart A.set.,
purchas.d through dividend reinv..tm.nt plan
19'4-08-26 5 .hara. prud.ntial Baah. Moneymart Ass.ts,
purcha..d through dividand reinvestm.nt plan
1994.09-26 7 .har.. prud.ntial Baahe Moneymart Ass.t.,
purcha..d through dividend reinvestm.nt plan
1'94-10-05 1691 .har.' prud.ntial Baahe Moneymart As..ts,
purch...d through dividend reinv.stment plan
1994-10-24 9 shar.. prud.ntial Baoh. Mon.ymart Assets,
purcha.ed through divid.nd reinvestment plan
1994-11-24 14 .hare. prud.ntial Baohe Mon.ymart Assets,
purchas.d through divid.nd reinvestment plan
1994-12-15 3486 shares prudential Baoh. Moneymart As..ts,
.01d
1994-10-06 33831,26 sharas, RTC Cash Aocount, purchas.d
from transfers fram New Rngland Seaurities Cash
Management Fund
1,980.00
110.00
75,000.00
1,746.00
3.00
5.00
6.00
..5.00
7.00
1,6~1.00
9.00
14 .00
3,486.00
33,831.36
1994-10-06 14.45 shares, RTC Cash Acoount, purohased
1994-10-18 3.69 .har.., RTC Ca.h Aooount, purcha..d
1994-11-01 5.55 .har.., RTC Ca.h Aocount, purchased
1994-11-01 110,56 .hare., RTC Ca.h Account, purchas.d
1994-11-01 11.1 shar.., RTC Ca.h Acoount, purchased
1994-11-01 5.55 shar.s, RTC Cash Aooount, purchased
1994-11-01 454.32 shares, RTC Cash Aoncunt, purohas.d
1994-11-01 ,11.1 .har.., RTC Cash Account, purcha.ed
1994-11-01 25.24 shares, RTC Cash Aocount, purcha..d
1994-11-01 222 shares, RTC Cash Aooount, purohased
1994-11-01 69.44 shares, RTC caoh Acoount, puroha.ed
14,.45
3;69
5.55
110.56
11.10
5.55
454.33
11.10
35.34
333.00
69.44
-30-
UU-1l-01
U~4-1l-18
U~4-U-31
UU-Ol-31
U95-01-31
UU-01-31
19~5-01-31
1995-01-31
1995-01-31
1995-01-31
1995-01-31
1995-01-31
1995-01-31
1995-02-14
1995 - 02-14
1995 - 02-14
1995-03-31
1995-05-02
1995-05-02
1995-05-02
1995 - 05 - 02
1995-05-02
1995-05-02
1995-05-02
1995-05-02
1995-05-02
1995-05-03
1995-06-30
1995-07-31
1995-07-31
1995-07-31
25.24 .h.r.., RTC C..h Aooount, puroh...d
100.03 .h.r.., RTC C..h Aooount, puroh...d
179,55 .h.r.., RTC C..h Acoount, puroh...d
12,32 .h.r.., RTC C..h Acoount, puroh...d
27,54 .h.r.., RTC Ca.h Aooount, purch...d
27,54 .h.r.., RTC C..h Account, puroh...d
6,16 .h.r.., RTC C..h Account, puroh...d
12.32 .h.r.., RTC C..h Aooount, puroh...d
66.64 .h.r'I, RTC C.vh Account, purohal.d
495.72 .h.r.v, RTC C'lh Account, puroh.l.d
6,16 .h.r.., RTC C..h Account, puroh...d
246.4 .h.r.., RTC C.sh Account, puroh.s.d
100 .h.r.s, RTC C.sh Account, puroh.l.d
110 sh.r.s, RTC C.sh Account, purchased
1980 shar.s, RTC Cash Aooount, purchassd
110 .h.r.., RTC Cash Account, purch.s.d
205.14 .har.s, RTC C.sh Account, puroh...d
246.4 shar.., RTC C.sh Aooount, puroh.s.d
6,16 sh.r.s, RTC C.sh Aocount, purohas.d
100 .hares, RTC C.sh Account, purchased
42,54 sh.r.., RTC C.sh Acoount, purch.sed
12.32 Ih.re., RTC C.sh Account, purch.s.d
12.32 shar.s, RTC Cash Account, purohas.d
6.16 ah.res, RTC Cauh Account, purchased
42,54 shar'I, RTC Calh Account, purchas.d
765.72 shar.s, RTC Cash Account, purchased
87.5 sh.r.s, RTC Cash Aocount, purchas.d
87.18 .har'l, RTC C'lh Aooount, puroh.l.d
6.16 sh.r.s, RTC Calh Acoount, purcha..d
25.9 .h.r.., RTC Cash Account, purchas.d
12.32 .har.s, RTC Calh Account, puroh.s.d
-21-
It ',I'
;,.:...q',.,'"..I' '~"i". ,,'.j \' j
25.24
100.03
179.55
12.32
27.54
27.54
6.16
12.32
66.64
495.72
6.16
246.40
100.00
110,00
1,980,00
110.00
2 05.14
246.40
6.16
100.00
42.54
12.32
12.32
6.16
42,54
765,72
87.50
87.18
6.16
25.90
12.32
"I"
19U-07-31 466.2 .harea, RTC C..h Acccunt, purch..ad 466.20
lU5-07-31 12.32 .hare. , RTC C..h Acccunt, purch..ed 12.32
1ll95-07-31 87.5 .hare., RTC Ca.h Account, purchaud 87,50
1995-07-31 25.9 .hare. , RTC Ca.h Account, purch..ad 25.90
1995-07-31 246.4 .han., RTC Ca.h Acoount, purchaud 246.40
1995-07-31 100 .hare., RTC Caeh Account, purch..ed 100.00
1995-07-31 6.16 .harll, RTC Ca.h Account, purch..ed 6.16
1995-07-31 196 eharell, RTC Ca.h Account, purcha.ed 196.00
1995-09-30 97,?4 .harn, RTC Cash Account, purch.sed 97,74
1995-10-31 100 ~hare., RTC Ca.h Account, purohalled 100.00
1995-10-31 466,2 .harell, RTC Cash Account, purchaud 466.20
1995-10-31 25.9 .harell, RTC Ca.h Account, purcha.ed 25.90
1995-10-31 85.61 .han., RTC Ca.h Account, purchased 85.61
1995-10-31 25,9 shares, RTC Cuh Acoount, purchuod 25.90
1995-11-01 6.16 shares, RTC Cuh Account, purchued 6.16
1995-11-01 12,32 .hare. , RTC Cuh Account, purchaud 12.32
1995-11-01 246,4 .hares, RTC Cuh Acoount, purch..ed 246,40
1995-11-01 6.16 shares, RTC Cash Account, purcha.ed 6.16
1995-11-01 12.32 shares, RTC Cash Account, purchaslld 12.32
1995-12-17 40 shares, RTe Cash Aocount, liquidated to pay 40,00
admin. fee
1995-12-31 104.91 .hans, RTC Cuh Account, purchaud 104.91
1996-01-29 100 .han., RTC Ca.h Account, purcha.ed 100.00
1996-01-30 12.32 .hares, RTC Cash Account, purcha.ed 12.32
1996-01-30 6.16 shares, RTC Cash Aocount, purchased 6.16
1996-01-30 84.91 .han., RTC Ca.h Account, purchased 84.91
1996-01-30 25.9 .hare., RTC C.sh Account, puroha.ed 25.90
1996-01-30 246.4 .hare., RTC Cuh Acoount, purcha..d 246.40
1996-01-30 466.2 shar.., RTC Cuh Acoount, purchased 466,20
1996-01-30 12.32 shares, RTC Cuh Account, purchased 12.32
1996-01-30 6,16 ehar.., RTC Cash Account, purchued 6,16
1996-01-30 25.9 .har.., RTC Cuh Account, purchas.d 25.90
-22-
"I
, ,
, ,
, ,
19U.03-31 105.73 .har.., RTC Ca.h Account, puroha..d 105.73
lU6.04-30 466.2 .har.., RTC Cuh Aocount, purohu.d 416.20
19U-04-30 13 .56 .har.., RTC Cuh Account, purcha..d 13.56
UU.04-30 13 .56 .har.., RTC Cuh Aocount, purcha..d 13.56
lU6-04-30 6.78 .hu.., RTC Ca.h Acccunt, purcha..d 6.78
19U-04-30 25.9 .hllr.., RTC Ca.h Account, purcha..d 25.90
1996-04-30 271.2 .har.., RTC Ca.h Account, purcha..d 271.20
lU6-04-30 25.9 .har.., RTC Ca.h Acoount, purcha..d 25.90
lU6-04-30 97.02 .har.., RTC Ca.h Account, purcha..d 97.02
1996.04-30 6.78 .har.., RTC Ca.h Aoccunt, purcha..d 6.78
1996-05-01 84.56 .har.., RTC Cuh Acccunt, purcha..d .. .56
1996-06-30 46.49 .har.., RTC Cuh Account, purchu.d 46.U
1994-05-12 Cuh tUII.furad from ConStat.. HuUton Bank 27,60'1.71
Cu.todial Account *04-44282-00 to ..tat. chlcking account
"
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-23.
RICIIPTS OF INCOMl
Di vidand..
1954-04-25 Command Monay Fund, dividend 3,06
1994-04-30 Command Money Fund, dividand 1.06
lU4-04-15 Dauphin Depoli t corporation, dividend 55,66
lU4-07-15 Dauphin Depo.it Corporation, dividend 27.83
1994-10-14 Dauphin Depo.it Corporation, dividend 27,83
1995-01-13 Dauphin Depoli t Corporation, dividend 30.25
1995-04-14 Dauphin Depoli t Corporation, dividend 30.25
lU5-07-14 Dauphin Dopoli t Corporation, dividend 30.25
1995-10-13 Dauphin D.apoli t Corporation, dividend 30,25
lU6-01-12 Dauphin Dapoli t Corporation, dividend 32,07
1996-04-12 Dauphin Depod t Corporation, dividend 32,07
lU4 - 05 -12 CoraState. Hamilton Bank Custodial Aooount 108.58
*04-44282-00, dividends from 3/24/94
through 5/12/94
1994-03-31 Franklin Adjustable Rats U.S. Government 62.45
SeouritiMs Fund, dividend
1994 -04 -29 Franklin Adjustable Rate U.S. Government 62,59
Seourities Fund, dividend
1994-05-31 Franklin Adjustable Rate U,S, Government 68,70
Seourities Fund, dividend
1994-06-30 Franklin Adjustable Rate U,S, Government 77 ,85
Seouritias Fund, dividend
lU4-07-29 Franklin Adjultable Rate U,S. Government 87.08
Saouritiea Fund, dividend
1994-08-31 Franklin Adjustable Rete U,S. Government 90.36
Seourities Fund, dividend
lU4-09-30 Franklin Adjustable Rate U,S. Government 90,65
Seourities Fund, dividend
1994-10-01 Franklin Adjustable Rate U,S. GovernDlant 100.03
Seouritie. Fund, dividend
1994-11-18 Franklin Adjustable Rate U.S, Government 109.13
Seourities Fund, dividend
lU4-12-19 Franklin Adjustable Rate U,S, Government 121.73
Seourities Fund, dividend
lU5-01-13 Franklin Adjustable Rate U,S, Government 131.43
Seouritie. Fund, dividend
-24-
I 135,12
lU5-03-15 rranklin Adjllltlble Rltl U. S, Govlrllll\lnt
Slcur!tiel rund, dividend
1995-03-15 rranklin Adjultable Rate U,S, Gcverllll\ent 135.77
Securitie. rund, dividend
1995-04-13 rranklin Adjultable Rate U.S. Gcvernmellt 13 9.52
Bacurithl rund, dl,vidend
1995 - 05 -15 rrlnkl!n Adjultable Rate U.S. GoverlUl\lnt 140.21
Slcuritill rund, dividlnd
1995-06.15 rranklin Ad~ultlbll Ratl U.S. GovlrlUl\ent 147.15
Slcuritill rund, dividlnd
1995-07-14 rranklin Adjultabll Rate U,S, Government 151.04
Securitie. rund, dividlnd
1995-08-15 rranklin Adjultlbll Ratl U,S, GovlrlUl\lnt 151. 81
Slcuritill rund, dividend
1995-08-31 Franklin Adultabla Ratl U, S. GoverlUl\ent 90.36
Seourities Fund, dividend
1995-09-15 Frankl!n Adjustable Rate U,S, Govarllll\ent 152,60
Slcurities Fund, dividend
1995-09-30 Franklin Adjustabll Rate U,S. GcvarlUl\lnt 90.65
Slcur!t.iel Fund, dividend
1995 -10 -13 Franklin Adjustable Rate U.S, Goverllll\lnt 153.38
Secu~iti.. Fund, dividend
1995-11-15 Franklin Adju.tsble Rate U.S. Gcvernment 154,17
Securitils Fund, dividend
1995-12-15 Franklin Adjuetable Rate U,S, Gcverllll\lnt 148.51
Securities Fund, dividend
199~-01-15 Franklin Adjustable Rats U.S. Goverllll\ent 149.24
Securit.ies Fund, dividlnd
1996-02-15 Franklin Adjustable Rata U.S. Government 149.97
Seourities Fund, dividend
1996-03-15 Franklin Adjustable Rate U.S, Government 150.71
Seourities Fund, dividend
1996-04-15 Franklin Adjustable Rate U,S. Goverllll\ent 123.66
Securities Fund, dividend
1996 - 06-14 Franklin Adju.table Rate U.S, Government 124.94
Seouriti.. Fund, dividend
1996-07-15 Franklin Adjuatable Rate U,S, Government 125.58
Slcuri ti.. Fund, dividend
1996-08-15 Franklin Adjustable Rate U.S. Goverllll\ent 126,23
Securities Fund, dividond
1996-09-13 rranklin Adjustlble Rate U.S, Governmlnt 121.60
Sftcuritie. Fund, dividlnd
-25-
1996-10-a NIL Penlion properti.. 3. dividend 24,10
19U-l0-a IIIL penlion propertiu 3/ dividend 12.05
1996-10-29 NIL Penlion properti.. 3/ dividend 482.00
1996-10-29 NIL penlion properti.. 3/ dividend 24.10
1996-10-29 NIL penlion properti.. 3. dividend 12.05
1997 -02.06 NIL penDion properti.. 3. dividend 13.40
1997-02-06 NIL Pen. ion properties 3/ dividend 6.70
1997-02-06 NIL Pen. ion Propertie. 3/ dividend 268.00
1997 -02 -06 NIL Pen. ion properti.. 3, dividend 13 .40
1997-02-06 NIL penlion propertie. 3/ dividend 6.70
1997 -04 - 2 9 NIL peneion Properti.. 3/ dividend 13.36 ,
1997-04-29 NIL Pen.ion propertiee 3/ dividend 6.68
1997-04-29 NIL Ptmsion propertiee J / dividend 267,20
1997-04-29 NIL Pension Propertiee 3. dividend 13.36
1997-04-29 NIL Pension properties 3, dividend 6.68
1995-07-31 NIL penlion properties 6, dividend 100.00
1995-10-31 NIL Pension properties 6/ dividend 100.00
1996-08-19 NIL Pension Properties 6, dividend 84,56
1996-10-29 NIL Penn ion Properties 6/ dividend 84.56
1997-02-06 NIL Pension properties 6, dividend 84.56
1997-04-29 NIL Pension properties 6, dividend 84.56
1996-08-01 NIL Pension properties 5/ dividend 97,02
1996-10-29 NIL Pension Properties 5/ dividend 97.02
1997-02-06 NIL Pension propsrties 5, dividend 97.02
1997-04-29 NIL Pen. ion Properties 5/ dividend 101.08
1996-08-01 NIL penlion properties 4, dividend 25.90
1996-08-01 NIL Pension Properties 4, dividend 466.20
1996-08-01 NIL Pension propertieo 4/ dividend 25.90
1996-10-29 NIL Pension properties 4, dividend 25.90
1996-10-29 NIL Pension properties 4, di vi,'end 466.20
1996-10-29 NIL penlion Properties 4, dividend 25.90
-27 -
1995-08-15 CorsStat.. Hamil ton Bank, intar..t 30.58
1995-09-12 CoreS tat.. Hamilton Bank, inUr..t 33.10
1995-10-12 CorsStat.. Hamil ton Bank, inter..t 28.53
1995-11-10 CorsStates Hamil ton Bank, interest 25.90
1995-12-13 Co:rsS tll tu Hamil ton Bank, in tere. t 30.40
1995-01-12 CorsStatu Hamil ton Bank, interest: 27,45
1995-02-12 CoreStaUs Hamil ton Bank. interee t 27,4)
1995-03-14 CorsStatu Hamil ton Bank, inUrest 21.71
1995-04-12 CorsStates Hamil ton Bank, interest 115.77
1995-05-13 CoreStatu Hamil ton Bank, interest 74.00
1995-05-12 CoreStates Hamilton Bank, interest 24,82
1995 -07 -12 CoreS tate. Hamil ton Bank, intere.t 25.51
1995-08-13 CoreState. Hamil ton Bank, int,ere.t 35.44
1,995-09-12 CoreS ta tes Hamil ton Banlt, intere.t: )4,20
1995-10-11 CoreStates Hamil tOll Bank, intere.t 33,08
1996-11-14 CoreS tate. Hamil ton Bank, l.ntere.t 38.82
1995-12-12 Cor.States Hamil ton Bank, intere. t 32.00
1997-01-14 CoreStates Hamil ton Bank, inters.t 37.78
1997-02-13 CoreStates Hamil ton Bank, intere. t 33,85
1997-03-12 ConStatu Hamil ton Bank, intere.t 23.25
1997 -04-11 CoreS tete. Hamil ton Bank, interest 15.38
1994-05-30 New South Fed.ral saving. Bank Certificate 484.38
of Cepolit #343023, interest
1997-03-31 New Bngland Securities Cash Management 84,74
Trult Money Market Series, interest
1994-03-31 New South Federal Savings Bank Certificate 125.00
of cepoeit #343023, intere.t
1994-04-30 New South Federal Savings Bank Certificlte 484.38
of Ceposit #343023, interest
1994-05-31 Nsw South Federal Savings Bank Certificate 484.38
of Ceposit #343023, interest
1994-07-31 New South Federal Savings Bank CertificaU 484 .38
of Ceposit #343023, interest
1994-08-31 Nsw South Federal Savings Bank Certificate 484.3 R
of Cepolit #343023, interest
-30-
19U -09-30 New South rederel Seving. Benk Certificate 484.3S
cf cepc.it '3430979, interllt
19U-I0-30 New Sauth rederel Seving. Benk Certificate 484.38
cf Cepceit 834330979, intereet
19U-11-30 New South rederal Saving. Bank Certificate 484.3S
cf Cepc.it 834330979, intere.t
19U-08-31 Penn.ylvanie Cepartment of Revenue, 3.36
inter..t on 1993 Form PA40 refund
1994 -12 - 31 RTC Cuh eccount, interut 179.55
1995-03-31 RTC cuh Account, intenst 205.14
1995-06-30 RTC Cuh Account, interut 87.18
1995-09-30 RTe Cuh Account, int.rut 97.74
1995-12-31 RTC Cub Account, interut 104.91
1996-03-31 RTC Ca.h Acccunt, interut 105.73
1996-06-30 RTC Ca.h Aocount, in teru t 46.4'J
1996-09-30 RTC CA.h Acoount, inten.t 49.60
1996 -12 - 31 RTC Ca.h Account, interllt 72,85
1997-06-30 RTC cuh Acccun t , inten.t 91.88 6,423,69
Other I
1994-04-2S NlIL Pendon Propertill J, inccme 4.34
1994-04-28 NIL Pension Properties 3, inccme 4.34
1994-04-28 NIL Pension Propertiu 3, income 173,60
1994-04-28 NIL Pension Properties 3, income 8.68
1994-04-28 NlIL Pension Properties 3, income 8.68
1994-07-28 NlIL Plndon Propertill 3, income 5.55
1994-07-28 NlIL pendon Propertiu 3, income 5.55
1994 - 07 - 28 NIL pen.ion Properties 3, income 11.10
1994-07-28 NIL Pendon Properties 3, inccme 222,00
1994 - 07 - 28 NIL pendon Properties 3, inccme 11,10
1994-11-01 NlIL pendon Propertiu 3, income 11.10
1994-11-01 NIL Pen. ion Properties 3, inoome 5.55
1994-11-01 NII, Pension Properties 3, income 222.00
1994-11-01 NIL Pension Properth. 3, income 11.10
-31-
19U.11.01 NIl. Pension Pl."opel."ti.. 3, ' inoome 5,55
1995.01.31 NIl. Pension Pl."opel."ti.. 3, inoome 12.32
1995.01.31 NIl. Pension Pl."opel."ti.. 3, inoome 6.16
1995.01.31 NIl. Pension Pl."opel."ties 3, inoome 246,40
1995-01-31 NIl. Pension Pl."opel."ti.. 3, inoome 12,32
1995-01-31 NIl. Pension Pl."opel."ths 3, inoome 6,16
1995-05-02 N~l. Pension Pl."opel."ths 3, inoome 12.32
1995.05-02 NIl. Pensioll Pl."opel."ths 3, inoome 6.16
1995-05-02 NIl. Pendon Pl."opel."ties 3, inoome 246,40
1995-05-02 NIl. Pendon Pl."opel."ties 3, inoome 12,32
1995-05-02 NIl. Pension PNpel."ties 3, inoome 6.16
1995-07-31 NIl. Peneion Pl."operths 3, inoome 12,32
1995-07-31 NIl. Pension Pl."operths 3, inoome 6.16
1995-07-31 NIL Pension Pl."opertiee 3, inoome 246,40
1995-07-31 NIl. Pension Pl."opertiea 3, inoome 12.32
1995-07-31 NIL Pension Pl."operths 3, inoome 6,16
1995-11-01 NIL Pension Propel."ties 3, inoome 12,32
1995-11-01 NIL Pend on Propel."ths 3, inoome 6.16
1995-11-01 NIL Pendon Pl."operti.. 3, inoome 246.40
1995-11-01 NIL pendon Pl."opel."ti.. 3, inoome 12.32
1995-11-01 N!:L Pension Pl."operties 3, inoome 6,16
1996-01-30 NIl. Pension Pl."operties 3, inoome 12,32
1996-01-30 NIl. Pension Properties 3, inoome 6.16
1996-01-30 NIl. Pension Properties 3, inoome 246.40
1996-01-30 NIL Pension Properties 3, inoome 12.32
1996-01-30 NIL Pension Properties 3, inoome 6,16
1996-04-30 NIL Pend on Properties 3, inoome 13.56
1996-04-30 NIL pendon Pl."operths 3, inoome 6.78
1996-04-30 NIl. psndon Properti.. 3, inoome 271,20
1996-04-30 NIl. Pension Pl."operti.. 3, inoome 13,56
1996-04-30 NIl. Pension Pl."operti.. 3, inoome 6,78
-32-
lU4-04-28 NBL Pendon propertiee 6, income 114.24
lU4-07 -28 NBL Pend on Propertiee 6, income 114,24
1994 -11- 01 NBL Peneion Proper tie. 6, income 110.56
lUS-01-31 NIL Pendon Proper tie. 6, inccme 100.00
lUS-05-02 Nll, Penlion Proper tie. 6, inccme 100.00
1996-01-29 NIL Pen.ion Proper tie. 6, income 100.00
1996-05-01 NBL pen.ion propertie.. 6, income 84.56
1994-04-2e NIlL Pen.ion Prcperties 5, income 70.00
1994-07.a NIL Pen. ion Prcperties 5, income 70.00
1994-11-0a NIL Pen. ion Prcperties 5, income 69.44
1995-01-31 NIlL Pen. ion Prcpertie. 5, income 66.64
1995-05-03 NBL Pen. ion Prcpertie. 5, income 87 .50
1995-07-31 NBL pen.icn Prcperties 5, income e7.S0
1995-10-31 NIL Pensicn IIrcperties 5, income e5.61
1996-01-30 NIL Pensicn IIroperties 5, income e4,91
1996-04-30 NIL lIenllicn Properties 5, incomfll 97.0a
1994 - 04 -ae NIlL Pen.icn Properties 4, income aa.96
1994 - 04-a NIL Pensicn IIroperties 4, income 413.28
1994-04-2e NIL Pension IIroperties 4, income 22.96
1994 - 07 -ae NIL lIensicn Properties 4, inccme as.a4
1994 - 07 -ae NIlL lIeneicn Properties 4, inccme 454.3a
1994-07-ae NIlL lions ion Properties 4, inccme as.24
a~4-11-01 NIL Pension Properties 4, inccme as.a4
1994-11-01 NIlL liens ion Prop81'ties 4, income as.24
1994-11-01 NIlL Pen. ion properties 4, income 454,32
1995-01-31 NIL Pension Properties 4, income a7.S4
1995-01-31 NIL Pension IIroperties 4, income 495.72
1995 - 01.31 NIlL Pendon properties 4, income a7.S4
1995-05-0a NIL Pension properties 4, inoome 4a,S4
1995-0S-0a NIL Pend on Properties 4, income 76S.7a
1995-05-02 NIL lIension Properties 4, income 4a.S4
-33-
. '
1995-07-31 NIl. Plndon pzooperU.. 4, inooml 25.90
1995-07 -31 NIl. Plndon pzooperU.. 4, inooml 466.20
1995-07-31 NIl. Plndon PzooperU.. 4, inooml 25.90
1995-10-31 Nil. Plnlion pzooperU.. 4, inooml 25.90
1995-10-3l Nil. Pendoll pzooperU.. 4, inooml 4&&.20
1995-10-31 NIl. Plndon Properti.. 4, incoml 25.90
199&-01-30 Nil. Pin don properUls 4, incoml 25.90
199&-01-30 Nil. Plndcn ProperUIII 4, incoml 4&&.20
199&-01-30 Nil. Plndon pzooperti.. 4, incoel 25,90
199&-0"-30 NIl. Plndon properU.. 4, inooml 25.90
199&-0"-30 Nil. Plndon Properti.. 4, inooml 466.20
199&-04-30 Nil. Plndon proPlrU.. 4, inooml 25.90
1994-12-15 Plnnlylvania Housing Pinanol Aglnoy 352.01
Bond, interllt
1994-12-15 'Innlyl",nia Houdng Pinlnol Aglnoy 331.4&
Bond, intlrlst
199& -0&-30 adjusting Intry to rlconoill inooml 282.05
and Ixplnll iteml 9,789.0&
Total Rlclipt. of Incoml 2&,676.26
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1996-01-35
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nIS8URSIHINTS OP INCOXl
Inta~n.l Ravanua Sa~vica, 1995 Perm'
lOU' 'Paymant
Inta~nal Ravanua Sa~vica, 1996 Perm
10.1 a.timatad paymant
Naw Ingland Sacu~itia. Ca.h Managemant
T~u.t Mcnay Ma~kat Saria., fiduc~ary
admini.tration faa
RTC Oa.h Account, managamant faa
RTC c..h Account, managemantf.a
tr.n.fa~ incoma to p~incip.l racaipt.
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InventoN of the real and' personal estate 01
(
MARY LOU WOLFE
Inventory (.18 per atteched)
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INVENTORY
Eltlt. ot I
Dlt. ot D'lth,
County I
IIny L. lIo1t.
/Inch 23, 1994
CUlllb.r land
Cuh,
, '
CI.hh.ld in Prud.ntill Blch~ Account
'044'216183-18
P.nn.ylvlnil Blu. Shi.ld, r.tund
AliA In.urlnc& Ag'ncy, Inc., r.tund at pr'lIliUIll
Aa.ricln T.1.phon, & T'l.graph, r.tund
Capitll Blu. Crols, r.tund
Eri. In.urlno. Group, r.tund
Cor.Stlt.. Ha.i1ton Blnk, Custodill Account
'04'44282-00
Cor.Stlt.. Ha.ilton Benk, Ch.cking ACcount
'61'62920-3
Cor.Stlt.. HI.ilton Benk, Cu.todial Account
'04'44282'00, Iccru.d int.r..t
Cor.Stlt.s Hllllilton Blnk, Account '61-62920-3,
inttr.st
N.v South F.d.rll Sevings Bank C.rtitic. at D.po.it
'0000343023
H.v South F.d.ral Slvings Sink C.rtiticat. ot
D.po.i t '0000343023, 'aceru~d int.rut
,13 P.nnlylvlnil D,plrtl.nt at R.v.nu., 1993 For. PA40
n:fund
14 ~.nn.ylvania Dlu. Shi.ld, r.tund
,'lS P.nn.ylvanil Blu. Shi.ld, r.tund
, v 16 Prud.ntial Lit. Insuranc. COlllplny, at Auricl'
Polioy '40 532 218. D.e.d.nt VI' the ovn.r Ind h.r,
..tlt. VI' the b'n'~ieilry.
- 17 Sp.rint C'l1uhr, n:fund
18 USA TodlY, r.tund
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79.06 "
22.94
161.00 '
9S;00
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16,638.83
41.76
1,99
7S, 000. 00 .'
359.38
132.00
239.00 ,.
192.00
3,381.65
411l.48
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CONSENT TO RECEIPT, RELEASE, REFUNDING
AND INDEMNITY AGREEMENT
CONCERNING FOURTH CASH DISTRIBUTION
THE UNDERS[GNED, MARY BETH HAMACHER, a legatee of the Estate of Mary
Lou Wolfe, deceased, hereby consents to and joins in the Receipt, Release, Refunding and
[ndemnlty Agreement Concerning Fourth Cash Distribution (the "Release"), for the purposes
expressed therein. The undersigned also acknowledges receipt of the sum ofTen Thousand
Dollars and 00/[00 ($10,000.00), as well as receipt ofa copy of the Release,
COMMONWEALTH OF PENNSYL V AN[A
,
: SS
COUNTY OF CUMBERLAND
On this, the ~s'1~y of <(~ /.-. f _, 1997, before me, the undersigned officer,
personally appeared MARY BETH HAMACHER, known to me (or satisfactorlly proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that she
NOTARIAL SEAL
LINDA e, HERMAN, Noltlry Public
Camp HII Bolo, Cumberlaoo OoIrlty
My Coml"1lS11on Ex~res Aug, 26, 2000
CONSENT TO RECEIPT, RELEASE, REFUNDING
AND INDEMNITY AGREEMENT
CONCERNING FOURTII CASH DISTRIBUTION
'THE UNDERSIGNED, WILLIAM F. WOLFE, JR" a legatee of the Estate of Mary Lou
Wolfe, deceased, hereby consents to the Receipt, Release, Refunding and Indemnity Agreement
Concerning Fourth Cash Distribution (the "Relcas~"), fm' th~ purposes expressed therein. The
undersigned also acknowledges receipt of the sum often Thousand Dollars and 00/100
($10,000,00), as well as receipt of a copy of the Release,
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
On this, the .!!.L day of --/t7 _' 1997, before me, the undersigned officer,
personally appeared WILLIAM F. WOLFE, JR" known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument, and acknowledged that he executed
the same as his free and voluntary act for the purposes expressed therein.
IN WITNESS WHEREOF, I have hereunder set my hand and official seal.
, ,1
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Notary Pub'
NOlarlal Seal
Shel!a J, Rouse, NOlar~' Public
McaCmp Hili Boro, Cumborland County
y ommlsslon Expires Nov, 13, 2000
M'mh" P'nnl',lvolnls Assoelallnn nl NOlallss
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IN THE MATTER OF THE
ESTATE OF MARY LOU WOLFE,
DECEASED
: IN THE COURT OF COMMON PLEAS OF '
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
': NO, 1994-00319
, ESTATE SETTLEMENT AGREEMENT
RE: SECOND AND FINAL ACCOUNT OF EXECUTOR
THIS AGREEMENT, made this 1st day of May, 2000,
WITNESSETH:
THE CIRCUMSTANCES leading up to the execution of this Agreement are as
follows:
1. Mary Lou Wolfe (the "Decedent") died testate on March 23, 1994, and her
son William F. Wolfe I ,Ir., duly qualified with the Register of Wills of Cumberland
County, Pennsylvania (the "Register"), as executor (the "Executor") of the Decedent's
probate estate (the "Estate").
2. The Decedent's Last Will and Testament, dated September 7, 1990 (the
"Will") provides for the disposition of the residue of the Estate In equal shares among
the Decedent's five children,
3. The Decedent was survived by her five children, namely, Mary Beth
Hamacher, Susan C. Pettis, William F. Wolfe, Jr., Michael B. Wolfe and Kristin M.
Diggins (coilectively, the "Legatees"), all of whom are of legal age and under no disablli-
ty.
4. By Estate Settlement Agreement dated August 31, 1997, the Legatees
accepted the First and Partial Account of the Executor.
5. During the COLlrse of administering the Estate following the execution of
the Estate Settlement Agreement for the First and Partial AccoLlnt, the Executor made
. \
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an Interim distribution to the Legatees, and the Legatees executed appropriate release
documents with respect to such Interim distribution. Those release documents have
been filed of record with the Register.
6. The Executor has noW completed administration of the Estate, by making
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a final diGtribution of the remaining assets of the Estate. consisting of varioUs limited
partnershIP unlta hald" part of tha dacadan\" Individual ,,""manl acoount (fua "IRA")
with Resources Trust Company, and cash.
7.
The Legatees noW desire the Executor to settle the Estate Informally In
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order to avoid the expense and delay Involved with lilE: formal adjudication of a Second
and Final Account by the Orphans' Court Division of the Court of Common Pleas of
Cumber-land County, Pennsylvania (the "Court").
B. The Legatees desire to forever settle and compromise any and all claims
and rights which they may possess, noW or hereafter, In the Estate and to confirm their
acceptance of the Informal Second and Final Account (the "Account"), which Is
attached hereto as Exhibit "A" and incorporated herein by this reference.
9, The Legatees wish to release the Executor and to Indemnify him against
any and all claims that may be asserted against the Estate or the Executor after the
10. The Executor Is willing to settle the Estate informally In consideration of
the Indemnifications hereinafter provided by the Legatees.
NOW THEREFORE, in consideration of the foregoing and intending to be legally
date hereof.
bound the Legatees, for themselves I their successors and assigns:
-2-
IV
~
COURT OF COMMON PLEAS OF CUMBERLAND cotrnTY1 PENNSYLVANIA
ORPHANS COURT DIVISION
SECOND AND FINAL ACCOUNT OF
William F. Wolfe, Jr., Executor
For
ESTATE OF Estate of Mary Lou Wolfe1 . Deceased
Date of Death:
March 231 1994
April 7, 1994.
Date of Appointment:
Accounting for the periodl
August 11 1997 to
May 231 2000
Purpose of Account: William F. Wolfe1 Jr'l Executor1 offers
this account to acquaint interested parties with the
transactions that have occurred during his/her administration.
It is important that the account be carefully examined.
Requests for additional information, or questions, or
objections, can be discussed with:
Keefer, Wood1 Allen & Rahal
210 Walnut Street
PO Box 11963
Harrisburg, PA 1710B-1963
(717) 255 - BOOO
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EXHIBIT A
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Summary .of Account
Principal
Receipts
Net Gain on Sales or Other
Disposition. .
Less Disbursements I
Administration Expenses
Fees and' Commissions
Balance Before Distributions
Distributions to Beneficiaries
principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
Inc~
Receipts
Sales or Other Dispositions
Less Disbursements:
Administration Expenses
Fees and Commissions
Balanoe Before Distributions
Distr.ibutions to Beneficiaries
Income Balance on Hand
Combined Balance on Hand
Page
2
4
12. $
12 -
13
16
17
17
23
27 $'
27
28
29
For Information I
Investments Nade 30
Changes in Investment Holdings 30
(1)
11232.83
3,693.28
97.50.
4,047.58
".
$
93,877.16
$
. 71339.9~
1011217.11
$
4,926.11
961291. 00
96,291. 00
$0.00
=================
$
$
101346.35
0.00
101346.35
4,145.08
$
$
0.00
=================
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Page 2 .
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Receipts of Prinoipal (Continued)
,
'Reoeipts Subsequent to Inventory
01/01/2000
CoreStates Bank, N.A.
Acct. #00616-16845
Total subse~uent Receipts
Total Receipts of Prinoipal
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Inventory
Value
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931877.16
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Gains and LOl3ses on Sales or Other Dispositions
Dat.e Description Net Ga~n Net Loss
11/12/1997 Ret of Principal:
0 Unit
Copley Pension Properties VI
Net Proceeds $ 869.52
Carried at 869.52
11/25/1997 Het of Principal:
0 Unit
New England Life Pension
Propert iea IV
Net Proceeds $ 484.00
Carried at 484.00 ......... .
11/25/1997 Ret of Principal:
0 Unit
New England Life Pension "
Properties IV ' .
Net Proceeds $ 81712.00
Carried at 81712.00
. 11/25/1997 Ret of Piincipal:
0 Unit
New England Life Pension
Properties IV
Net Proceeds $ 484.00
Carried at 484.00 "'I -..- ....... ..
11/25/1997 R~t of Principal:
0 Unit
New England Life Pension.
Properties V
Net Proceeds $ 11 ~12. 00 .
Carried at 1,512.00 , ......-
06/08/1998 Sale:
1,919.3130 Shs.
Franklin Adjustable U.S.
Government Securities Fund
Net Proceeds $ 181060.74
Inventoried @ 18,008.77 $ 51,97
08/10/1998 Ret of Principal:
0 Unit
Copley Pension Properties VI
Net Proceeds $ 701.76
Carried at 701.76 ' ......... "
Page 1
(4 )
, ,
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Gains and Losses on Sales or Other Dispositions (Continued)
Data Description
09/08/1998 Ret of Principal: .
0 Unit
Copley Pension Properties VI
Net Proceeds $ 21674.32
Carried at. 2,674.32
09/08/1998 Ret of Principal:
0 Unit
New England Life Pension
Properties III
Net Proceeds $ 496.00
Carried at 496.00
09/08/1998 Ret of Principal:
0 Unit
New England Life Pension
Properties III
Net Proceeds $ 248.00
Carried at 248.00
09/08/1998 Ret of Principal:
0 Unit
New England Life Pension
Properties IIi
Net Proceeds $ 91920.00
Carried at 91920.00
09/08/1998 ,Ret of Principal:
0 Unit
New England Life Pension
Properties II I
Net Proceeds $ 496.00
Carried at .496.00
09/08/1998 Ret of Principal:
0 Unit
New England Lif~ Pension
Properties III
Net Proceeds $ 248.00
Carried at 248.00
10/30/1998 Ret of Principal:
\ 0 Unit
Copley Pension Properties VI
Net Proceeds $ 80.64
Carried at 80.64
Net Gain
Net Loss
", .........
."
Page 2
(5)
Gains and Losses on Sales or Other Dispositions (Continued)
Date Description Net Gain Net Loss
OB/06/1999 Ret of Principal:
0 Unit
New England Life Pension
Properties V B05.00
Net Proceeds $
Carried at B05.00
11/02/1999 Ret of Principal:
0 Unit
New England Life Pension
Properties IV
Net Proceeds $ 263.64
Carried at 263.64 ....... ..
11/02/1999 Ret of Principal:
0 Unit
New England Life Pension
Properties IV
Net Proceeds $ 4,745.52
Carried at 4,745.52 .. .. .. ..'
11/02/1999 Ret of Principal:
0 Unit
New England Life Pension
Properties IV
Net Proceeds $ 263.64
Carri~d at 263.64
12/29/1999 Distribution:
2 Units
Copley Pension Properties VI
Net Proceeds $ 440.00
Inventoried @ 374.44 $ 65.56. ...... ..
12/29/1999 Distribution:
2 Units
Copley Pension Properties VI
Net Proceeds $ 440.00
Inventoried @ 374.44 65,56 --_oo'
12/29/1999 Distribut ion:
2 Units
Copley Pension Properties VI
Net Proceeds $ 440.00
Inventoried @ 374.44 65 i5~. , ...... ..
Page 5
(B)
, .
Gains and Losses on Sales or Other Dispositions (Continued)
Date Description
Net Gain
Net LOSB
12/29/1999
Distribution:
1 Unit
Copley Pension Properties
Net Proceeds $
Inventoried @
VI
220.00
187.22 $
32,78
12/29/1999 Distribution:
1 Unit
Copley Pension Properties VI
Net Proceeds $ 220.00
Inventoried @ . 187.22
32,78
12/29/1999 Distribution:
9 Units
New England Life Pension
Properties I II
Inventoried @ $ 1,071.99
Net Proceeds 1,071.00 $ 0.99
12/29/1999 Distribution:
9 Uni ts
New England Life Pension
Properties II!
Invent:oried @ $ 11071.99
Net Proceeds 11071.00 0.99
12/29/1999 Distribution:
9 Units
New England Life Pension . "
Properties II!
Inventoried @ $ 11071.99 .
Net Proceeds 11071.00 0.99
12/29/1999 Distribution:
9 Units "
New England Life Pension
Properties I I!
Inventoried @ $ 11071.99
Net Proceeds 1,071.00 0.99
12/29/1999 Distribution:
10 Units
Now England Life Pension " ,
Properties II!
Inventoried @ $ 11191.~0
Net Proceeds 1,190.00 1.10
, ,
Page 6
(9) .
Date
12/29/1999
12/29/1999
12/29/1999
12/29/1999
12/29/1999
Gains and Losses on Sales or Other Dispositions, (Continued)
Description
Distribution 1
8
New England Life
Properties IV
Net Proceeds $
Inventoried @
Distribution 1
8
New England Life
Propert.ies IV
Net Proceeds $
Inventoried @
Distribution:
8
New England Life
Properties IV
Net Proceeds $
Inventoried @
Distribution:
8
New England Life
Properties IV
Net Proceeds $
Inventoried @
Distribution:
8
New England Life
Properties IV
Net Proceeds $
Inventoried @
Net Gain
Net Loss
Units
Pension
2,792.00
1,825.44 $
966,56
Units
Pension
21792.00
1,825.44
966.56
Units
Pension
21792.00
1,825.44
. 966.5Q
Units
Pension
21792.00
1,825.44
966.56
Units
Pension
21792.00
1,825.44'
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966.5p
12/29/1999 Distribution:
1 Unit
New England Life Pension
Properties V
Net Proceeds $ 544.00
Inventoried @ '230.00
314.00
12/29/1999 Distribution:
1 Unit
New England r.ife Pension
Properties V
Net Proceeds $ 544.00
Inventoried @ 230.00
Page, 7
314.00
(10)
.../
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Gains and Losses on Sales or Other Dispositions (Continued)
Date Description . Net Gain Net L,oss
12/29/1999 Distribution I
1 Unit
New England Life Pe,nsion
Properties V ',.1 '
Net Proceeds $ 544.00
Inventoried @ 230.00 $ 314.00
12/29/1999 Distribution:
2 Units "I.
New England Life Pension
Propej:'ties V
Net Proceeds $ 1,088.00 "
, .
Inventoried @ 460.00 628.90
12/29/1999 Distribution:
2 Units
New England Life Pension "
Properties V
Net Proceeds $ 1,088.00
Inventoried @ 460.00 ,628. O~
Total Gains and Losses ,$ 7,345.01 $ 5.,0,6
,
Less Loss 5.06
Net Gain $ 71339.95
==?==============
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Disbursements of Principal,
Date
Paid
Administration Expenses
Internal Revenue Service
'06/09/1998 Repayment of erroneous tax
refund
Resources Trust Cash Account,
Service Fee
. 12/16/1999
Resources Trust Cash Account I
Service Fee
12/28/1999 Partnership transfer fee
Total. Administration Expenses
Fees and Commissions
Keefer, Wood, Allen & Rahal
07/13/1999
Keefer1 Wood, Allen & Rahal
12/10/1999
. Keefer, Wood1 Allen & Rahal
05/01/2000
Total Fees and Commissions
Total Principal Disbursements
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(12)
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$
872',83
210",00
150.00
$.
11400.00
4~2,Bi
-~
Ii 800'.47
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Amount
Paid
1 , 232 , ~~
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Diatrlbutlohs of Principal to Beneficiaries
~istribution Value
wn lillln. F .!.~.W01fl!l--!L!->
0'1/06/1998 Caah
12/29/1999 Copley Penalon Properties VI
2 Units
'--,
$
81000.00
440.00
12/29/1999 New rungland Life Pension
PrOperUMJ r II
9 Units
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.11071.00
12/29/1999 New runglllnd Idfe Pension
Propm:tle/l IV
8 Units
2,792.00
12/29/1999 New rungland J,Ife Pension
Properties V
1 Unit
544..00
05/01/2000 Cash
Mary_lleth Hamacher
07/06/1998 Cash $'
12/29/1999 Copley P~nsion Properties VI
2 Units
. 6 ,411. 20 $
191258.20
81000.00
440.00
12/(.9/1999 New England Life Pension
Propertiefil It!
9 Unitl;l
12/29/1999 New hingland L,ife Pension.
Properties IV
, 8 Units
12/29/1999 New England Life Pension
Pl'operties V
1 Unit
11071.00
.21792.00
. 544.00
05/01/2000 Cash
6,411.20
.191258.20
Sus!!!!.S..Jet ti!L_
(J7/0G/1998 Cash
12/29/1999 CnpleyPension Properties VI
2 Units
$
81000.00
440',00
Page 1.
(13)
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Distr~butions of Principal to Beneficiaries (Continued)
Distribution Value
(Continued from previous page)
12/~9/1999 'New: England Life Pension
Properties V $ 11088.00
2 Units ., .
05/01/2000 'Cash 6,087.20 $,
'rotal Distributions of Principal to Benei'ic'iaries $
191258.20
961291.00
==============~==
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Page 3
Information Schedules - Principal
Investments Made
Franklin Adj ustable U. S.
Government Securit,i.ea Fund
02/17/1998 8.9670 Shs.
03/16/1998 9.0290 Shs.
04/15/1998 9.1010 Shs.
05/15/1998 9.1540 Sha.
Total Principal Investments
Changes in Investment Holdings
Franklin Adjustable U.S.
Government Securities Fund
08/01/1997 11807.1720 Shs. Rec'd.
01/15/1998 75.8900 Shs. Rec'd. Transfer from Income
From
Franklin Adjustable U.S.
Government Securities Fund
Purchdsed
Purchased
Purchased
Purchased
02/17/1998
03/16/1998
04/15/1998
05/15/1998
8.9670
9.0290
9.1010
9 . 1540
Shs.
Shs.
Shs.
Shs.
06/08/1998
11919.3130 Shs.
(11919.3130)Shs.
On Hand
Sold
===~===========~
Copley
08/01/1997
11/12/1997
Pension
8
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Properties VI
Units Rec'd.
Unit Return of Principal
08/10/1998
8 Units On Hand
0 Unit Return of Principal
.8 Units On Hand
0 Unit Return of Principal
8 Units On Hand
0 Unit Rett\rn of Principal
8 Units On Hand
(2) Units DiEltributed
(17)
09/08/1998
10/30/1998
12/29/1999
Page 1
. ,.
$
$
Cost
84'.74
85.14
85.55
85.96
=================
341.39
$
161951.16
716.22
84.74
. 85.14
85.55
85.96
181008.77
(181008.77)
=================
$
$
$
$
$
51824.00
(869.52)
419.54.48
(701. 76)
4,252.72
(2,674.32)
11578.40
(80.64 )
114517.76
(374,44)
Information Schedules - Principal (Continued).
Changes in Investment Holdings
(Continued from previous page)
To
Mary Beth Hamacher
f.9~
6 Units On Hand $ 11123,32
12/29/1999 (2) Units Distributed (374.44)
'fo
susan C. Pettis
4 . Units On Hand $ 748.88
12/29/1999 (2) Units Distributed (374.44)
To
William F. Wolfe, Jr'. .
2 Units On Hand $ 374.44
12/29/1999 (1) Unit Distributed (187.22)
To
Michael B. Wolfe "
1 Unit On Hand $ 187.22
12/29/1999 (1) Unit Distributed (187.22)
To
Kristin M. Diggins
=====::==:=======:::; ======~==========
New England Life Pension
propert iea I II
08/01/1997 46 Units Recld. $ 191136.00
09/08/1998 0 Unit Return of principal (496.00)
46 Units On Hand $ 18,640.00
09/08/1998 0 Unit Return of Principal (248.00)
46 Units On Hand $ 181392.00
09/08/1998 0 Unit Return of principal (91920.00)
46 units On Hand $ 8,472.00
09/08/1998 0 Unit Return of Principal (496.00)
46 Units On Hand $ 71976.00
09/08/1998 0 Unit Return of Principal (248.00)
Page 2 (18)
Information Schedules Principal (Continued)
Changes in Investment Holdings ~
(Continued froln previous page)
46 Units On Hand $ 71728.00
10/30/1998 0 Unit Return of principal (6.00)
46 Units On Hand $ 71722.00
10/30/1998 0 Unit Return of principal (12.00)
46 Units On Hand $ 71710.00
10/30/1998 0 Unit Return of Principal (240.00)
46 Units On Hand $ 71470.00
10/30/1998 0 Unit Return of Principal (12.00)
46 Units On Hand $ 71458.00
10/30/1998 0 Unit Return of principal (6.00)
46 Units On Hand $ 7,452.00
05/06/1999 0 Unit Return of Principal (11715.60)
46 units On Hand $ 51736.40
05/06/1999 0 Unl,t Return of principal (85.78 )
-- --
46 Units On Hand $ 5,650.62
05/06/1999 0 Unit Return of Principal (42.89)
46 Units On Hand $ .51607.73
05/06/1999 0 Unit Return of principal (85.7H)
46 Units On Hand $ 51521.95
05/06/1999 0 Unit Return of Principal (42.89)
46 Units On Hand $ 5,479.06
12/29/1999 (9) Units Distributed (1,071.99)
To
Mary Beth Hamacher
37 Units On Hand $ 41407.07
Page 3 (19)
Information Schedules - Principal (Continued)
Changes in Inv~stment Holdings Cost
(Continued from previous page)
12/29/1999 (9) Units Distributed $ (11071.99)
To
Susan C. Pettis
28 Units On Hand $ 3,335.08
12/29/1999 (9) Units Distributed (11071.99)
To
William F. Wolfe I Jr.
19 Units On Hand $ 2,263.09
12/29/1999 (9) Units Distributed (1,071.99)
To
Kristin M. Diggins
10 Units' On Hand $' 11191.10
12/29/1999 (10) Units Distributed (1,191.10)
To
Michael B. Wolfe
================ ' =======~=========
New England Life Pension
Eroperties IV
08/01/1997 40 Units Rec'd. $ 281160.00
11/25/1997 0 Unit Return of Principal. (484.00)
40 Units On Hand $ 27,676.00
11/25/1997 0 Unit Return of Principal (81712.00)
40, Units On Hand $ 18,964.00
11/25/1997 0 Unit Return of Principal. (484.00)
40 Units On Hand $ 18,480.00
10/30/1998 0 Unit Return of Principal (204.00)
40 Units On Hand $ 181276.00
10/30/1998 0 Unit Return of Principal (3,672.00)
40 Units On Hand $ 14,604.00
10/3 0 /1998 0 Unit Return of Principal (204.00)
40 Units On Hand $ 14,400.00
Page 4 (20)
Information Schedules - Principal (Continued)
Changes in Investment Holdings Cost
(Continued from previous page)
11/02/1999 0 Unit Return of Principal $ (263.64)
40 Units On Hand $ .141136.36
11/02/1999 0 Unit Return of Principal (41745.52)
40 Units On Hand $ 91390.84
11/02/1999 0 Unit Return of Principal (263.64)
40 Units On Hand $ 91127.20
12/29/1999 (8) Units Distributed (11825.44)
To
William F. Wolfe, Jr.
32 Units On Hand $ 7,301.76
12/29/1999 (8) Units Distributed (1,825.44)
To
Mary Beth Hamacher
24 Units On Hand $ 5,476.32
12/29/1999 (8) Units Distributed (11825.44)
To
Susan C. Pettis
16 Units On Hand $ 3,650.88
12/29/1999 (8) Units Distributed (1,825.44)
To
Michael B. Wolfe
8 Units On Hand $ 11825.44
12/29/1999 (8) Units Distributed (1,825.44)
To
Kristin M. Diggins
==~============= =~===============
New England Life Pension
Properties V
08/01/1997 7 Units Rec'd. $ 41865.00
11/25/1997 0 Unit Return of Principal (11512.00)
7 Units On Hand $ 3,353.00
08/06/1999 0 .Unit Return of Principal (938.00)
Page 5 (21)
Informaiion Schedules - Principal (Continued)
Changes in Investment Holdings
(Continued from previous page)
CDst
~
7 Units On Hand $, 2,415.00
08/06/1999 0 Unit Return of Principal (805.00)
7 . Units On Hand $ 11610.00
12/29/1999 (1) Unit Distributed (230.00)
To
Mary Beth Hamacher
6 Units On Hand $ 1,380.00
12/29/1999 . (1) Unit Distributed (230.00)
To
Susan C. Pettis
5 Units On Hand $' 113.50.00
12/29/1999 (1) Unit Distributed (230.00)
, To
William F. Wolfe, Jr.
4 Units On Hand $ 920.00
12/29/1999 (2) Units Distributed (460.00)
To
Michael B. Wolfe
2 Units On Hand $ 460.00
12/29/1999 (2) Units Distributed .(460.00)
To
Kristin M. Diggins
===========~C~=~ ==========~======
'"
..'
Page 6
(22)
Receipts of Income
!ncome on'Hand as of Prior Account
22.3570 Franklin Adjustable U.S.
Government Securities Fund $
210.69
CoreStates Bank1 N.A'1
Acct. #00616-16845
39,64
Resources Trust Cash Account
Total Income on Hand -
as of the Prior Account
..h096 ,14
$
'11346.47
Franklin Adjustable U.S.
Government securities Fund
08/15/97 Dividend on 11829.5290 shs. $ 84.16
09/15/97 Dividend on 11838.4440 Shs. 84.57 .
10/15/97 Dividend on 1,847.4120 Shs. 84.98
11/14/97 Dividend on 1,856.4050 Shs. 83.54
12/15/97 Dividend on 1,865.2550 Shs. 83.94
01/15/9B Dividend on 1,874.1560 Shs. 84.34
02/17/98 Dividend on 1,883.0620 Shs. 84.74
03/16/98 Dividend on 1,892.0290 Shs. B5.14
04/15/98 Dividend on 1,901.0580 Shs. 85.55
05/15/9B Dividend on 1,910.1590 Shs. 85.96 $
'I'ax Refund
11/25/97 Interest $ 55.83
Resources Trust Cash Account
09/30/97 Interest $ 16.18
12/31/97 Interest 40.60
03/31/98 Interest B4.11
06/30/98 Interest 70.56
09/30/98 Interest 23.06
12/31/98 Interest B9.B7
03/31/99 Interest 92.41
06/30/99 Interest 101.12
09/30/99 Interest 111.18
12/31/99 Interest 20.55
CO~le~ Pension proyerties VI
11 11 97 Partnersh p on 8 Units$ 204.40
02/04/98 87.04
05/07/98 82.56
OB/11/98 82.56
11/02/98 97.04
02/04/99 28.8B
05/03/99 25.12
08/02/99 25.12
846.92
55.B3
649.64
page 1.
(23 )
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