HomeMy WebLinkAbout94-01072
,t..
"J '~-'",:"
~J~l:r:;'(:";-~'--'--I j'
,,:cJ/::':':";""
:.Y','
PETITION FOR PROBATE and GRANT OF LETIERS
cXl-ql./- - J()1~
~
Eslate of
also kno..n ::.s
EI.I\INE 1\. WOLI'E
No,
To:
ReEisler of WIIII.foLth
Dewlltd. County of CUMllImLI\NIl In the
Socia/ Stew/I)' No, ,l/1-Jb-~002 Commonweallh of PeMsylvanla
The pelltlon of Ihe underslEned respeelfully re~rC$enlllha1:
Your petllloner(s), who Is/an: 18 years of "ce or older an Ihe Clecu' rix
In the ILlI wiU of the abo\'e decedent, daled Mny 11,
and codleil(s) daled November. 30. 1994
named
, 19....!l2-
(I,a'e reltnnl clrtllmllanm. c.,. renunciation, druh or tU'culor. CIC.)
Cumberland County, PeMs)'lvanla, with
,?r; Anl1t-h 'lRt- A,t-
norOlSlj/h of Camn IIi 11
lUlL .l.Int, number. T~"P. or Boro.1
Decedent was domiciled ~t dealh In
"Ar 11.11 family or principal rC$idence al
Deceden'i,hen 5 3 l'e~rs.of nEe, died Ilecember 4. _ 19 94
al 110 y Spirit 1I0BPitial .
Except Ll follows, deeedenl did nol marry, wa.s not dJvorccd Ind did nol have a chUd born or adopled
after executlon of the will offered for probale; wu nolthe \'Ietlm of a kUUna and wu never adjudicated
Ineompe:ent:
Decedenl at dealh owned property with e$llm~led \'alues as foUows:
(If domlciled In Pa.) All personal property S /In, liVu.,'"
(If nol domiciled In Pa.) Personal property In Penns)'lvania S
(If nol domlcUed In Pa.) Penonal property In County S
Value of real C5tale In Penns)'lvania S "f". n.'" . .'e'
slluated u follows:
1.?~ ~nnt-h 11Rt- ~t-rpPt-r ""rough of ~nmp 11111 t ~l1mhor1Ilnc1
Pnnnt-y. PI\.
WHEREFORE. petilloner(s) respectfully
prC$ented herewith and Ihe aranl of lelters
theron.
requell(s) Ihe probale or: Ihe last wlU and eodlell(s)
Testamentary
(ItSllmcnllry: .~mlnllUll1on C.I.L: adrninuuadon d.b.n.c.I.a.)
t
..-
';l'"
~b
'l!~
oil
:at
~o
;;
a
.
Iii
'RC>'l,'l\~ f'\ rJ3UtfJ CPO,:)
nn~J\N)J rn\rrurTn
1110 RaM Villa I\ve.
(''''II{.) lIil1, PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 55
COUNTY OF ~~~
The petltloner(s) ab'J\'e.named swear(s) or allirm(s) lhallhe statements 10 Ih. foreaoina petitlon arc
lrue and correct 10 th. besl of the knowledge Ind belief of p.litioner(s) and Ihal as personal lepresen.
latlve(s) of Ihe above decedent puitioner(s) will wel nd truly admlnisl _\he cslate Ie a 10 law.
I '/
,
Sworn 10 or l/lirmed and subscribed d
before me Ihls 19TH dl of
. "1 4
.' . " .... ( ...[;. Eu;
Mi RY C. LEWIS Rtgislu 21
No 21 - 94 - 1072
' .
Estate of
ELAINE A. WOI.FE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER 2~. ,19 94 In consIderation of Ihe pelltlon on
the reYerle side hereof. sulsfae:ory proof ha\'lns been presenled before me,
IT IS DECREED Ihal Ihe lnstrume~t(s) dated Mav 11. 1 q q, n nrJ tJn"nmh,,~] O. 111114
described IherelD be admltled 10 probate and liIed of recDrd a.s lhe ILlI wlll or
Blaine A. Wolfe
and Lellers Testamentary
ue hereby ,ranted to Rosann Covie 110
FEES
Probale, LellCT5, Elc. ......... S 270.00
Short Certlflcates( 1) .... .. .... S l nn
RC:JuIIcfatfon .,............., S
Codicil 10.50
X-PagEls' . S 9 . Oil
JCP TOTAL _ S < Qg
DECEMBER 23. 1994 ..
FlIed ............................ ;?'~7.. 5P
77rjtb ~//? t:J"~ l~ . , {9mfllx &
u Rfdl1Cl or WUIJ '(1 (J
MARy C. LEWIS .
Edmund G. Myers, Esq.
JOhnson, DUffie, STewart & Weidner
A170RNEY (Sup. Cl. 1.1>. No.)
301 Market St., P. O. Box 109
r..ermvn... PA 17n4l-0l nq
AIIDRESS
(717) 761-4540'
PHONE
g~ ~ :offi'
3 X' tD 0
0' , 100
"''' t::I il'U
~ " -. H C'.)
('I,I I'. t."':I
. , ..~ t~.
CJ.'! -- Cl ~.;
~,;. \0 " . ;~
~ C:n
?9 ~co
N lii'o
:oc f-j -
)>~ --
.\
Mailed letters and order tD attorlley on 12-2:l-94.
This ilt to <<:crtH)' Ihut Ihl' inftll'lI1.11illll Ilt'rl' gin." i, lOlll'lllr i'III'IC'" 1111111 .111 nri,l.lill.11 n'nifk,lfl'lll d".nll llllly fill'd wilh IlH: ilS
1.1K.',llllt:gislrilr. Tht. migill.11 t'trtifkilll' will he ftll\nnbl III 1111' SI.IIl' Vil,l! HC'lllnh ()flit!. for Pl'rIll.lIll'llt filin~.
WARNING: It Is 1II0golto dupllcoto this copy by photostat or photograph.
\
,
/:
Ft'l' (IIr lhi\ lL'uifir.lIe. S!.(HI
!"
I
'.
II
r
f
,.,
I
I
1.
t
I:'
,.
,
~ ,.
,.
,
2683958
Nu,
/7 ..."L:--
t:.?)-.'.?U /;;:?%/U.d'<"!:f~
1",,11 IS;;",,,, (J'
OFr. 0 G 1994
D....'
I
I;
...,
COMMONWEALTH OF PENNSVLVANIA. OEPARTMENT OF HEALTH' VITAL ReCOROS
CERTIFICATE OF DEATH
..........&...
au
,. FErnale
......'" .
.,
.--
T.
,.......o.r--.
..............-
....,~....Ca-.t
_IX ."",-0
:="0
-....
53'1'''
Cllrberland
El18 t Penneboro
" .....~
CRRN Seidle Hos
ClICUIIHrS......... AOClM"", ~.......,.~
325 South 31et Street
C<Ilt> Hill, Pa 17011
Po
....'UNMIIA
IOCIAl NCUflnY HUMMft
01.71 36
~.~DUnt__o..,.'~
III
5002
"........---........
...
-
....
-
....0..................
..
MHUr1~.,........,lMI
William Beier Sr
. -
Rosano Olviello
O ......Ill ,,-0 ___0
~ o.w~
'"
...--
n. ......_.....
W'......NAMI'r...~"'-""'"..,.....
El izabet 1 e
. -
1110 Rana Villa Avenue
."'-IIIc.-.w.c-y
.,.
Cunberla
o
.......-
...-.......................-
.-,-.........
::.....;:'-t..~...
rt,
....
Po 17011
..'"
UClHM~
....
.
,..0
..
..,..............,....,....... ~
--
1.,-..........
.
---
.........,__.r_ I
__Il-.UllDUUINQ
CMAI p...... ....,
.._~
...........l.U,
.....
I:
lOlO"l"'ACONIf,QUt: at)
..... ..,.".
...........
MIlOf'I"l"1HD1HQa
u.ll.A8l'~1D
COWlnKlH Of CAUII
"'.......
~ftOfotNH/
_. l!I'
OR' 0# M.IUft.,
~o.y.-I
II ............................ ....
...--.....~_....Mlnl
-"'.......,
~.,.M)Nl1' OIICf-.HCIW...........OClCI.WND.
-
'--
c.o.tdl'lll.......--..
o
o
o P\AClOI...,.."..,.A1....................___... ..
..........-
_.
-
-
o
o
,..0
...0
- -
*'....g,.........
.C81'......'"'IlCUolII......-c..~C&lMrI__........,.,...,..,'*p'~...._~_'"
".. ........, ..........; ....-....... ..........,.,..-..................,....................... .... ................
...
.,--;- c t IAHClc.un..,...~~t.-II'......-..........'IlIC~..~......,
"........................-... ....-...... ."",........... ....._.-.e.I_ _.. ................. ...............
--~
OII.........~MlllwIMe............""...........""'M~..ItleUnle............._._........NUMttJ....
I...~~-.......................................................................................................
GlI' lOW AHO HUIMI
~/bI..Il/ I
... 0...0
-
o
...
.
ZtOL - 176 - LG
EGM/Mliy 7. 1992/16429
,
,
1Enst 3lCIill nub Wegtnmeut
OF
ELAIUE A. WOLFE
I, ELAINE A. WOLFE, of the Borough of Camp Hill, cumberland
county, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for
my Last will and Testament, hereby revoking and making void any and
all Wills or Codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts, and the expenses
of my last illness and funeral from my Estate as soon after my
death as conveniently may be done. I direct that all taxes that
may be assessed in consequence of my death, of whatever nature and
whatever jurisdiction imposed, shall be paid from my Residuary
Estate as part of the expense of the administration of my Estate.
ARTICLE II
I give and bequeath my automobiles, household and personal
effects and other tangible personalty of like nature (not including
cash or securities), together with any existing insurance thereon,
unto my husband, E. WILLIAM WOLFE, JR., if he survives me by thirty
(30) days. ShOUld my husband, E. WILLIAM WOLFE, JR., not be living
on the thirty-first (31st) day after my death, I give and bequeath
the same unto those of my stepson, EARL W. WOLFE, III, my stepson,
RICHARD s. WOLFE, my stepson, JEFFREY C. WOLFE, my stepson, TIMOTHY
K. WOLFE and my daughter, ROSANN COVIELLO, who survive me, to be
,
,t:~T7!',:--;r;':::~~~"4"~\Z'~.-.':'~!""';";.-f",:",,"~~...,.~...___.~....,..,","-~"_~" _ .._.... . _.. . ....
.
. -.--. ... .-..,.;:.
l
1!dM/Mily 7, 1992/16429
divided among them by my Executor or Successor with due regard for
their personal preferences in as nearly equal shares as practical.
ARTICLE III
Should my husband, E. WILLIAM WOLFE, JR., not be living on the
thirty-first (31st) day following my death, I give and bequeath any
polioy of insurance which I may own at the time of my death on the
life of my son, FRANK COVIELLO, unto my son, FRANK COVIELLO.
ARTICLE IV
I give, devise and
remainder of my Estate,
situate unto my husband,
survives me by thirty (30)
bequeath all
of whatsoever
the rest, residue, and
nature and wheresoever
E. WILLIAM WOLFE, JR., provided he
days.
ARTICLE V
ShoUld my husband, Il. WILLIAM WOLFIl, JR., not be living on the
thirty-first (31st) day following my death, I give, devise and
bequeath all the rest, residue and remainrler of my estate, of
whatsoever nature and wheresoever situate, in elual shares unto my
stepson, EARL W. WOLFE, III, my stepson, RICH.\RD S. WOLFE, my
stepson, JEFFREY C. WOLFE, my stepson, TIMOTHY K. WOLFE and my
daughter, ROSANN COVIELLO, provided that shoUld any of the persons
named in this Article predecease me, I give, devise and bequeath
such person's share unto his or her issue per stirpes, by
representation, and if there be no then living issue of such
deceased person, I give, devise and bequeath such deceased person's
?
.,
1~
;~
.;
)
i,
.
.;
EdM/May 7, 1992/16429
share equally among those persons named in this Article who
survive, or the issue, per stirpes, by representation, of any who
also predeoease me.
ARTICLE VI
I name, constitute and appoint my husband, E. WILLIAM WOLPE,
JR., EXecutor of this my Last 1~i1l and T~lstament. In the event my
husband, E. WILLIAM WOLFE, JR., fails to qualify or ceases to so
act, I name, constitute and appoint my stepson, RICHARD S. WOLFE,
alternate Executor to complete the administration of my Estate. In
the event my stepson, RICH~RD s. WOLFE, fails to qualify or ceases
to so act, I name, constitute and appoint my stepson, JEFFREY C.
WOLFE, alternate Executor to complete the administration of my
Estate. I direct that no fiduciary appointed herein shall be
required to post bond for the faithful administration of his duties
in any jurisdiction.
IN WITNESS WHEREOF, I
I (fli- day of ~
have hereunto set my hand and seal, this
, 1992,
Ef.~,(/ iA/;P'~(SFALl
Signed, sealed, published and declared by the above-named
Testatrix, as and for her Last will and Testament, in the presence
of us, who at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as.witn
,
I
r
~
--
___._.__\._____~."....__.._ 'T_ r , .
\t~~~....~,
~'
f
~
EOM/May 7, 1992/16429
'.
~
"
~
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
:ss
~
COUNTY OF CUMBERLAND
We, ELAINE A. WOLFE, RM.P~ ~,WRIGtlr,JR and
~lINO b. Mqe/lS , the Testatrix and the witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as
her Last will and that she had signod willingly and that she
executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix, signed the will as witness and that to
the best of his/her knowledge the Testatrix was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence,
,
i
.'
4
t
~
E~"etf W~'
~~,v~~~
W tne '
~~~
Witness
SUbscribed, sworn to and acknowledged before me by Elaine A.
Wolfe, Testatrix, and subscribed and sworn to before me by
'KAiI/t J. W'~IG*(/JK and I3VMUNfJ G. hAt~tS
witnesses, this 1I11 day of J:.wr ' 9~\ (J ~,
NOTARIAL SEAL '-f11
GIIIA H. ALOISIO, "OTARY PUBLIC .
,JE~~MYIDl'EX~r~1~R~~~ ~h~~2 Notary PulJl c
-~
'. .
~;:~'i
L "
>'....,.
,
.-..
,.,'
\" .'-,
.
"
.
15
~!
il
0'\
...
.!
.' t
\'~',l
.~.
......
.
"\,
~
It!
("
~~
B~
.1;.8
II
"
-(:"
:r.;
-;i(
~,~
C..1
Ci
pi;
..'
~,
"
~ .,'
"
i:l
~.
~.,
"il:>"
',:f~,'
"',
c
e,~
~'Id
n:
Co
~
.
04;
!
t'l
"
,
....
,
"
",
"
"
.. . "';"/1 ...... . ..
d.(':"7'"f-'1()1~
j' ""/;'3~'9f
1J; ~ ;4 jm tj CIM~.:
J r 0 fc;f}lv- ~
p{)fJ ~ Yn';j d~
R~Vt1 ~~ /
. ~ ~ /}1~ ..J.J-vC=O
t~ t~
~ (\~"?r ~
tla Wn ~rd( Ci .' i'
~ W/
J . ~/ -' ;...-- ~
w-ur a/ -
f)~.~
Wa1~i<j<- ~Yc i
-__'_"'~___..'."".,"n.'
, ""<-~;i>;
1
'\i~,--
"_."-"'i:;
--~..........",.,.-
~Q ~ :0:0
g~ i~
l:l
~:J C":I m'"
_ T '. 9-
Col.. -
) \0 0(')
9"'- ...... '-f
:J1 ~~i
~~ N lii'o
f.:J ....
-
'~
21 - 94 - 1072
REGISTER OF WILLS OF COUNTY
OA TH OF SUBSCRIBING WITNESS
'~"codlcll
(elch) I subscribln. "ilnm 10 Ihe ;"11I presenled her.wilh.J.lc
IIW, depole(I' Ilnd uyll) lhlll "" /'"
~
beln. duly quallned Iccordlnllo
pres en I and Sl w
JI.,/Sltr
sl.n.d U I "ilncss allh.
.
ce of each olhcr) (In the pmenc. of lh.
Ihe IUlII . sl,n lhe same and 1!!J1?
..-
requesl of ItSlll_ In " ptesence and (In Ih. pre
olher subSt:":!:lnl whnm(es))~
and subscribed before
dlY of
19_
(Address)
(Nam.)
(Address)
REGISTER OF WILLS OF CUMBERLAND ~OUNTY
OATH O~ NON.SUBSCRIBING WITNESS
Raymond c. Grandon; Jr. and Jeffrey C. Wolfe
(elch) a subsrnber herelo, (each) beln. duly quallned lecordlnl 10 llW, deposc(s) and say(s) Ihal
they are famlUar wllh Ihe sllnalure of Elaine A. Wolfe
codicil
...
ItSlll rix o( (
.lkI .
presenled hercwlth and
codicil
beUeves Ihe slanalure on Ihe _ ,Is In Ihe handwritln. o(
) Ihe
Ihll
they
Elaine A. Wolfe
10 Ihe bell of their knowledae and belief,
Sworn 10 or afnrmed and subscribed before ~
me Ihls 19TH day of '" Haymono 1,;. /fflm"'1;on,
DECE BER - 19 94 /) 516 Bridge St., P. O. Box 3l0, New Cumberland,
f' ,j- l'A l7070
. f'("-~~" (1d~dress
JI.,lSltr (/~~~
f C. ~a 0)
19l3 Arlinql:on St.. Apt. 2., Camp Hill, PA
(Address) l70ll
- ~~ >,
15f N , ,
[f! (; d- ,
~"d ....cJ
0",,< , D\ ' ,.
.- '~"2
fj 1:.1 tj
6 u
,-~;;" ~a.
{," ~
a:
"c.
->,,' --+;
, ,
'-'t,
"
fr -
'. r.
~~'~r
PA DEPARTMENT OF REVENUE ~
ESTATE INFORMATION SHEET
FOR REGISTERS OFFICE USE ON~Y
County Cod. ""taf Fill Num~e'
A[V.)4t lJ 1"'''1
21
94
1072
DECEDENT INFORMATION: Enter data aa It will appaar Gn all documents sub milled to the department.
Nlm. (Lu1) (F"") (M'ddl.)
WOLFE
OlCadlnl" Soc,a1 SlCu'"y Number
ELAINE
'0111 01 O..,n
Dill 01 Binn
l71 36
TYPE FILING:
5002 Decemher 4 1994 Ju1 8 19 1
Enter check (..-) mark to Indicate the nature of the return to be flIed with the department.
X KJproball AllUm
DJolnl AnIII Only
DEIIIII Tax Only
D Utlpation Purpo... (Nd Dlnor Au.I.)
LETTERS GRANTED'. Enter check (..-) mark to Indicate the nature of the proceedings at the Register of Wills
Office. (Attech additional aheets If explanation Is necessary.)
XlUTtsI&m.nuuy
OAdmlnil1fation
o No L.n...
DOthor (Pi.... Expllln)
ATTORNEY ICORRESPONDENT
INFORMATION:
Enter all data concerning the attorney or other Individual to receive all
tax Information and correspondanca.
(Mlddll) Supreml Coun 1.0. I
Naml(l.all)
MYERS
51'HI Add_
(First)
EDMUND G.
C/O Johnson, Duffie, Stewart & Weidner
30l Market St., P. O. Box l09
Cl1y
StilI
J,emoyne
PERSONAL REPRESENTATIVE
INFORMATION:
Executor/Administrator
PA
ZIp Cod.
l7043-0l09
Telephone Number
(717) 76l-4540
Entar all data concerning the personal represantatlve(s) of the estate
authorized by the Register of Willa
N.h.:' (Last)
COVIELJ.O
(First)
ROSANN
(Middl.)
Social Security Numb.,
l75 48 320l
Street Address
lllO Rana Villa Avenue
City
Camp lIill
State
PA
Zip Cod.
170ll
Tel.phon. Number
(717) 730-9779
Co-executor/Administrator
Nam. (Lu1) (First)
(Middl.)
Social Security Numbor
Street Address
City
SII'e
Zip Cod.
Telephone Number
Co-Executor/Adm Inlstrator
Nlm. (Lu1) (FIlii)
(Mlddl.)
Social Security Number
SI'HI Add''''
City
Stll.
Zip Cod.
Telephone Number
Pllp.'ad By
Edmund G. Myers
'it'. ,.I..!i',_
, /1..).'
Oil'
(J/Ii(,',,'
.....
...__9',~""""""",__", .~_
I
TO
Register of Wills Office
CUmberland County courthouse
1 Courthouse Square
Carlisle, PA l70l3-3387
FROM,
JOHNSON, DUFFIE, STEWART 8. WEIDNER
Attorneys at Law
P.O. Box 109
LEMOYNE, PA 17043
SUBJECT,
FOLD .
Estate of Elaine A, Wolfe
Date of Death: December 4, 1994
21-94-l072
DATE: 2/28/95
I
I
I
I
I
I
I
Enclosed is a check in the amount of $l4,000.00 as a payment on account
of Inheritance Tax for the above-captioned Estate being made within
the 90 days to allow for the 5% discount.
PLEASE REPLY TO
SIGNED Ec1nund G. Myers
csh
REPLY,.
ReGOleD!:: J:i,:,) 01
RoOhh: 'f \Jills
'95 11f1R -1 1\11 :50
CI ",'" \ "\Ift
Wi-" . I oJ
Cumbdlli\lId Cu" PA
DATE:
SIGNED
hem. f210 OrIrV_c, PO Sa. 2944. H-tlOl'd, CT 00104.2944
e Wt.toIor OrDl4l. .'C-, 1982
THIS COPY FOR PERSON ADDRESSED
~ .
~"
....j----.-
-----
.d...........~j
r~
~ __ I...
"
, -,
....... -0. .... "--"..
. -.-. .~._---'
e;
Racore, ! (,;' i,' of
RUiJ!'." \1 il/,/Il
CERTIFICATION OF NOTICE UNDER RULE 5.6/a)
'95 F[[jIQ 119:45
Name of Decedent:
E!.I\INE A. I'/OLFF:
Date of Death:
December 4, 1994
lilor.,., , ..'" CUJrl
CUmCullllild i~n I PA
Will No,
lon
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule S.6(a) of the Orphans' Court !Rules was served on'or mailed to
the following beneficiaries of the above-captioned estate on
February 9, 1995 :
Name
1'raiik Coviello
Richard Scott Wolfe
Address
2613 O'Brien PlaceL Escondido, CA 92027
737 l/2 Avenue C, I<edondo Beach, CA 90277
2853 Fireside Court, San Diego, CA 92123
19l3 Arlington Street, Apt. 2, Camp Hill, PA l70ll
447 HUITI1lE!l Ave., #2, Lemoyne, PA l7043
lllO Rana Villa Ave., Camp Hill, PA l70ll
to all persons entitled thereto under
Timothy K. Wolfe
Jeffrey C. Wolfe
Earl W. Wolfe, III
Rosann Coviello
Notice has now been given
Rule S.6(a) except
None
Date:
1,{ 1'('1,-
(fLVWt/( Y ~
Signature
Name I::cImund G. Myers, Esq.
Johnson1 Duffie, Stewart & Weidner
Address 30 Market St., p, O. BoK 109
Lemoyne, PA l7043-0l09
Telephone (717) 76l-4540
Capacity:
Personal Representative
Counsel for personal
representative
)(
,
_.. -. _ _r -...._.. ".....
,
, .
~-~---~~-~-----~----------~----------------------
ID.r::}f;;;R,iAAh2~8~$'COMMONWEALTH OF PENNSYLVANIA
~~',<,_> .,.....,. ...... ,:,. .........'..D.PARTM.NTOPRIV.NU. .' ..'
r~i.'~~J;:cl,i.,,'>', . '.',OFFICiALRECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'..,
,'. . .
'.....'.......,...':. "," . ~. ,,' . ,', '.
' ,.' / ' . '
. ,. .
.....
I'
i
"
RECEIVED FROM:
D
ACN
ASSESSMENT I!I
CONTROL Ii.I
NUMBER
AMOUNT
, MYERS EDMUND G
3RD ~ MARKET STREETS
101
U4,OOO.OO
LEHOYNE PA 17043
!
I
,
'Q(OHf.,J
,
ESTATE INFORMATION,
1:1 II E NUMBER
li1 21-1994-107e
1:1 NAME OF DECEDENT (LAST)
... WOLFE ELAINE A
II DATE OF PAYMENT
EI POSTMARK DATE
COUNTY
SSN 171-3b-eooe
(FIRSTI Mil
)
~
,
,
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
.14.000.00
CW
ROSANN COVILLO
REGISTER OF WILLS
RECEIVED BY Illr,.. 'e) (~GNt'iii ' ';', . ;1
MARY C. LEWIS ~~~~I)'I'''~1
REGISTER OF WILLS Q
SEAL
CHECK. 109
~~~~~--------~~~~~~~~~-~--~------------~---~~-~--
0>:' .?- "
.
" I
t'
....
I, ' r . '
.'
,
-.' -
. )".-
--,..-
( -'
'W
-'
r~ -~~
t>. _ I
, '
..---'
.
\,
'.
~-'.__""-'_'_ .--' a.,
,
I'
,
I
,
...,...
1'0'
Register of Wills Office
, ~rland countyCou.rthouee
1. Cow::thoueeSquare,
Carlisle, PA ll013-3387
FROM
JOHNSON, DUFFIE, STEWART & WEIDNER
Attorneys at Law
P,O, Box 109
LEMOVNE, PA 17043
SUBJECTI
F_O~_ .
Estate of Elaine A. Wolfe
'NO.21'::!i4'::1072 - .,. ...
. DATEI,.9/22/95,
.Enclos.~.. ~017_filing. in the . above-captioned .Estate. are the following:
,],'nOrigina.l Inyentory.
_...___,__...... ,2._,Original and copy. of Inheritance Tax Return.
,.,""__..__~_,..Copy of ,Fbrm 706 - United States Estate Tax. Return...
'__'h__.__.._._~,... Check in. the, anount .of $25.00, . filing charges. .
,..'..__ .___.., __!;;'_ ~.hecILill the anount, of. $7, 717 .15, Inheritance Tax balance. ----..-""'.'
PLEASE nEPL Y TO
SIGNED
Edmund G. MYers
csh
REPLY __,_,__.._,______
DATEI
SIGNED
hem _ f270 Oray.c. PD Bu. 2944. HerllOl'd. CT 0610402944
c WheeIar G'~. n:... 1982
THIS COPY FOR PERSON ADDRESSED
.......~~"'~.-.- .
.;
"j
'".j
~.- :
,,' n_~_..~_ ~"-." "f.
. .'i.t., f ...~\
0" ~ '. . .
J I I" "
, ,
'j
.-;.'
.;.
,
i
,---1
,j
i' .
I
... ....
~, ~
...'
t
,
.
~, .
'f
"1'. --- ---."
, ;.---~.--
-r
f
'~1""--"'..J._ r
--",..,.--.'
~- l.
. , .,- . - ~ ...-.~..
.. ___~. _.__0
'"""~'~',":;.-t( :
. ""'~'l!;~~-J
....I~\I~ :;~. <<::;I.. .... ..
..1 :;; 0.
" ~~ 1'0
v'
~ ~l ,,;/11.
..'..' i,h!,."'flJ;,.. :J~r.
[i\~", "V>
~;'JJ. ':.-.. : '7,).'fi. ; ~ ~1
ft"" ~
..... en" .
. J.. -;.~ ',f;.'\
o ....-Q
~. ~
...}'.
''''~
ffi
z
a
jj]
;:
ctl
~ ~ ~ ~
L-~~~
fiI iC x ~
Iii ~ i ~ ffi
lIf~~~o.
Ii: l'! _ III
... t- 0 Z
:liCl'l >-
C 0
. ~
z
o
III
Z
X
o
.,
~
I.
t"
','J
I'l
~
!:
...I
:(
:I
U)
~
o
t;
a:
-
u.
1
~
'--.J
-
I
':::l-
0---
I
--
('~
r>l
8
[j~ l'
E~ ~
~tJ~
1-li!l5l'...
*8r>loC
~ IIlPo
O!8 .
P: ~~
F:l III
Sr>l8~
!:l~...G
.....
--........ --'.~",-~..
.~'~
.-
,
!
) 'j
"
tJ
':1
~jl""<!"f""'''''h_.'+~_'''~''''''~'' _"..
q
.
,.'~~-_.~~,"
" '._._--..._.,..~,.">.,.""...
...,'......".....-
, :"~'!..
,,- ~..-...-~,~,.'""..-"'!"....,
............,....,
'W' .c~""_.,',",M'."",; '"~'.~' ,.,..
,/,."
REV-1547 EX AFP (12-95w
CD~ALTH OF PEHNSVLVAHIA
DEPARTHlHT. OF AfYrHIJE
BUREAU OF INDIYIDUAL 'AXEl
OEPT. IID6Dl
tuUtRIIIURO, PA 171'.-D601
NOTICE Of INHERITANCE TAN
APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAN
ACN 101
OAT! 03-18-96
FILE NO.
DATE OF DEATH 12-04-94 COUNTY CUMBERLAND
NOTE I TD INSURE PRDPER CREDIT TO YDUR ACCDUNT, SUBMIT THE UPPER PDRTION DF THIS fDRM WITH YDUR TAN
PAYMENT TD THE REGISTER Df WILLS. MAKE CHECK PAYABLE TD "REGISTER Of WILLS, AGENT"
REMIT PAYMENT TO:
EDMUND 0 MYERS ESQ
JOHNSON ETAL
PO 80X 109
LEMOYNE PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ...
Nirev ~.- r' .. "". ~'TAA;_-'-
RETAIN I.OWER PORTION FOR YOUR
~ftM~~~_._______~_.__
""....t R..t;_d
. ( S?/ 7
RIlCORDS ....
-~---... ~~.. ..."'!.....!'l!!''-", ............".._.""'..... __.___..
oJ
I
-;..;
'l ' ~ ..
" ' J, ,',
" ,h '.
/. ","
'. ,
I.
,
..\
, .
I
i
,r f. <I
..:. ....} . >
",
~ tI ".
.. 'Po .., r ,.f '\
. '. ....."
. "i...'.; l'
." -. . '", t
.. .: ~ ,... ,t
. ; , .~ '
'.,.,' "
'r
...
!
,
'!
.
J
k' . .
I. ~,
\' -,
Ir. .
p,
r
. .
.;
'111 .~... .."~, -~. -
.....-.... ,
.~. ...-.. ..,.
-.-" .~.,.::~-_..,----~._-::r-
r
.~._.._._.__f r~
,"'~~. t. - .~.
, ".
-\....-..
I I
,
.~
,'C,'
i
.. ,,---,....-..-....--..., :.-~...
':~.,
~.. It.
,
J
:,":-.'~-l--~.~'-'~~~ "
, , I
j~-,~:'.: t~~.. i ~
::.--.'1"" ~.'.n.1.
:.~.\~'~,:,!_~~:'. ,',~:
.
, ,~ ~l" "']
.:t f. ..... ~~ ": )-
. .t , .....
"
r i~ ~";. ,41 ~
. I! ", .
'.I....f 1\
" ,
.J ".:'. t.'''' ...,
,
F"-
r'~":l' ',:
~ -
Jt
{:'f .
i'Pi.
kI'
"~' ,
;,'0'.'
t~~'
J'"
~l- ;.
.'
I
~
.
.~
"
,',
!
,..;. ,
,1 I
f.
t. ~. ,
Po' I
\' -, ,
,,,! f .' .
.f
~,' .:
<"..'\,"'!#
_A._'
r~'
t.. - 17":
.,
"IJ"'---"
.-..---...........'.".........
"..-..."'--.-
-- ,.,"),---,-.-
._~----.
i
,
I
!
j
1,
~'i.
i ILl
III
8
tliS
HI>: I"
~P CD
~o M
m OUILIM
1>:1
1Il><<M
..:!~P.-I
... ..:! 00
HPIIlI"
~ ~o .-I
UILI<
. ~ III
O'l Ot:lPP<
... l>:~glLl
~ ILI..:!E-<..:!
E-<1>:1>:1Il
... III ILl PH
if. HIDO..:!
ClSUI>:
II- ILl <
. I>:U.-IU
~
~
~
Z
0 01
.... 0
~ -
0
.
'"
. ~ tl ~
a!~~~
I " rl
, ~ 0 ~
I o "'
j ~e:i dz
J.I.< ,.:Z
J.I.<_ ...
'~ ~ 0 ...
. 0'" ..;
I ~
I Z
, 0
. 0
I '" ~
, ~
I
) 0
.......
,
..'
,.
"'
..
-
;;
~
-
"'
.,
~
-
..
.'
.,
-
..
..
..
.,
.'
.'
...::
.
'.
"
.
,
\
,~
I
'"
\11
~.
,
10
..
\'Il
I'"
..
..~.
--- -~l _!" --l ..
't. .; ...~"' .,' t
1" . ' .,.,;.'
..\ ,. \ .(. i - ':;~ ~
,
I
.,
.
"
i
:' ~ ,',.'1
:'"' .... ~"~, >
. ....:
, ~.
I . .. "" .. . if ;
, 01' ~ 'r " )
IA. , ~"'
. -j..,; .,,\
:.t" -;" ,,,,"
__'f ," "~I
-~:.;",;,-
_CO, ; " .
.
I
I
,
'!
V' .
.L ;., ,,-
i' .,
10. t
..f...........-
._ ...... ...... T",_. ..~
,_..,.,-.,_..c~-,.,
.."'":....--....--.-..----
I
~--~""-,-...~., '",
--
T
,
\
.. .
-/
. - .-.- ~._--'
r~'
~ _ ,I,
,
, "
...__~.~Ul
r"j"
IEv.1S00lh (7,(1'1
E
lil
III
"
l!!
lrl~B
:Cf!9
U~..
tiE
"'''
..:c
8f
~
'OR DATU 0' DIAlH AnlR 12/31191 CHICKHlRI
I' A SPOUSAL
POYERTY CRIDIT IS CLAIMID 0
riLl NUMBIR
21
COUNlY CODe
OIN ' M'\ ADD I
325 SOOth 31st Street
Carp lIill, PA 17011
C\.toIBERloIINQ
"'MOUNT IICII\'IO IUlINUIU",ION',
'~kfl.
~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
001. Original A.turn 0 2. Suppl.m.ntal R.t\lfn
o A. lImlt.d Ealol. 0 .10. fulur. Int.r.at Compromh.
(lor dolt. of d.a.h ah.r \2.12.B2)
Qg 6. O.ced.nt DI.d Teat 01. 0 7. O.c.d.nt Malntaln.d a lI~lng Truat
(Anach copy 01 wml (Anach copy 01 TruI'l
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
"AM EdlLInd G. Myers, Esq. 'OJ'h~~A~ be, Stewart & Weidner
"'''"ll"LNU.II' 301 Market St., P. O.1loX 109
/11 761-4540 LemoyOO, PA l7043-'Ol09 "'
1. R.al Ella" (Sch.dul. AI (11 137 ,900.00
2. S'ack. and Band. (Schedul. BI (21 86,951.37
3, Cla..ly H.ld S'acklParlnenhlp In,...II (Schedul. q (31 4 .840.00
., Marlgagu and Na'u R.c.lvabl. (Sch.dul. 01 ( · I
5. Ca.h. 80nk D,pollta & Mllcellan.ous p.,.onol Prop.rty ( 5 )
(Sch.dul. E)
6, Jolnlly Own.d Prap.rty (Sch.dul. FI
7, lranol." (Sch.dul. GI(Sch.dul. II
8. Total Oron An.1I (tolol L1n.. 1.7)
9. Fun.ral bp.ns.., Adminhtroll~. Calli, MIIClllon,oul
exp.n... (5ch.dul. H)
10. D.b". Mongog' 1I0bllitlea, li.nl (Sch.dul. I)
11, Talal D.du~lan. ('o'allln.. 9 & 10)
12. N., Valu. 01 E.tol. (lint 8 mlnul lint 11)
13. Charltoblt and Cio~.rnmtntol Bequtl" (Schtdult J)
1.1. N.t Valu. Subl'ct 10 To.. (lIn. 12 mlnul lint 13)
15. Spoulal Trand.,. (for dalll 01 dtalh 011" 6.30.9.1)
S.. Inl'rudlonl far Appllcabl. Petunlog. an R.~It.. (15)
Sid.. (Includ. valu.. Irom Sch.dul. K or Sch.dul. M.)
16. Amounl of lIn. U laxobl. at 6% rolt
(Includ. volu.. Irom Schedule K or Sch.dule M.)
17. Amounl of lIn. U lallabl. at 15% rol.
Ilndud. ~alu.. Irom Sch.dule K or Sch.dul. M.)
18. Principal lox due (Add lox from Linea 15, 16 and 17.)
19. Credits Spaulol Pov.rty Credit Prior Poym.nts Dileount
+ l4.00U.00 + 736.84
20. If lIn. 1911 gr.ollt thon Un. lB, .nlet th. diHer.nc. an lIn. 20. This 11 Ih. OVERPAYMENT.
iii O'..ITl!":I!IIihll..I....,.I......_I..oI"......lhlt.......nr:Tl~...J.I.'-.1 J"itUtlo ...,..,1
COMMONW\AUH O' PENNSYLVANIA
O(P"" ~IN' O' UVItoIU(
Dm,"D""l
HAIlIUUIO, ... It ,..0601
ON' N....M I\A . II . AND Ml D\
~Lrn, ElAINE A.
'OC...., lCUlln NUMI"
INI.....\I
OAn o. DIAt"
l2/4/94
o...n 0 tlllM
7/8/4l
COIII'l'
Int.r,,'
94
1072
171-36-5002
I" .''1lC.'11I 11,11.,.,"0 lrouU'1 .._t ~.". 'lU' .NO ..'0011 ,,..,',.~
'"
"
3
~
III
..
'"
"
!i
...
~
..
"
u
l;l
...
(61
171
249.3l4.20
3,932.03
YEAR
NUMBER
(91
64,050.32
o 3. R.malnder Return
(far dot.. of d.olh prior 10 12. I 3.82)
o 5. F.deral Ellal. Tall A.lurn R.qulred
_ 8. TOlol Number 01 Soft D.posU &0...'
\.1
--,
(B)
482,937.87
(101
45,070.95
(III l09,121.27
(12) 373.816.60
(13) -0-
llAl 373,8l6.60
)(._- -0-
)( .06. 22,';28.99
)( .15 .. -0-
(1BI 22,428.99
(191 14,736.84
1201
(211
(2IA)
(2181
7,692.15
25.00
7 717 1<;
(16)
373,816.60
21. If lIn. 1811 greoter than line 19, Inlet the dlll.renc. on L1n. 21. Thllll!he TAX DUE.
A. Enl.r Ih. Inlettl' on the balanc. due on line 21A.
B. Enter Ih. 10101 of lIn. 21 ond 21A on lIn. 218. Thll 11 the BALANCE DUE.
Make Checle Po abl. tal Atglstll of Willa, Aa.nt
. '."...:,oi\''W''''''"!.. >-. >'.!- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. ,:-<l,~.;.u;',:.:,oi.:.;;
Und.r p.nal"u of p,'lury. I d.c1ar. 'hall ha.. ..amln.d Ihil r.lurn, Including accompanr1ng "h.dul.. and IIa'.m.nll, and 10 ,h. hUI 01 my knowl.dg. and b.llef,
" I'tru.. corr'~ and campi.,., I d.c1ar. Iha' all r.al ,,'0" ha. bun reporl.d a"ru. mark., .alu., D.clara"an of pr.par.r a'h.r ,han 'h. p.nanal '.pr...n'a".. I.
,oller an 011 Information of which pit arer hal any ~nowl.dg..
,'G ull O' ""'0" r."0" !" , . "" ~"'U'" ADO'''' easan errace DA" I -
tL I. l New cumer1and PA 17070 9 I"~ {') \
'M . 9 DAn
301 Market st., P. D.BoX 10 '/-
_ 109 'I _ ~l l'i /
, Esq.
(t7)
.
.
,
,
Act '48 of 1994 provld.. for the reduction of the talC rateslmpolld on the net value of transfers to or for
the use of the spouse, The rates as prescribed by the statute will bel
e 3% (.03) will be applicable for estate. of decedenll dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for ellat.. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1 % (.01) will be applicable for estate. of decedent. dying on or after 1/1/97 and before 111/98
-n
I'
I,
,I
,:
-, ii
,I
'I
.;
t
e Spousal transfer. occurrIng on or after 1/1/98 will be exempt from Inheritance talC,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
x
o. retain the use or Income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or Its Income, ...............
x
x
c, r.taln a reversionary Interel'; or ...................................................................................
d. receive the promise far life of either payments, benefits or care' .......................................
2. If death occurred on or before December 12, 1982, did decedent wlthln two years preceding
deoth transfer flroperty without receiving adequate consideration' If death occurred aher
December 12, 1982, did decedent transfer property wlthtn one year of death without receIving
adequate consideration'...................... 0...............................................,............................
x
3. Old decedent awn an 'In trust for', bank account at his or her dealh'......................................
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
I
I
,j
!
(
'~
'f . '1
~.~.
F:--'.~,;-",.~'::;" :.. <"<"h,., '~_"..._~'iL;~;',;',;:".~
<
IIV.ISOIIX. "2,151
I' *
COMMONWIAll~O' P1NNIVlVANIA
INHUITAN I lAX 'llU'N
lUID!N D!C!D Nt-.
ISTATI OP
SCHEDULE A
REAL ESTATE
"O=.=~'~=~=C",,~==,_ FiLl!'NilMBIR --~~==~=,==~
WO!oFE, ELAINE 11.'__'___'______,_______ 2l-94-l072
IPlap.rtv lalntly.awn.d with Right a' SUlvlvallhlp muot b. dllCla..d on Sch.dul. PI All 1001 fllata Ihauld ba Ifpa,t.d at 'air marht valuo
which II d.llnod 01 tho p,lco at whIch p,aporty would ba ..chang.d b.twttn a willing buy.. and a willing ..II.., n.lth.. b.lng comp.llod
to bu or ..II, both having raalonabl. knowl.dg. 0~!.!.I.v_1I!'!2ctl~__,,_..___,
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
..-.,-..---------.--..--.
1,
Real Estate - No. 325 S. 3lst street. Borough
of Canp Hill. Cunberland County, Pennsylvania.
(Deed Book "B", Volune 34, Page 1139)
Sale Price
(Copy of Settlement Sheet attached).
$ 137,900.00
TOTAL Aho IInl.r on line 1, Reco Itulallon
(It more spac. 11 n..d.d, inl." addiliano/lh"'1 at sam. size.)
s
137,900.00
A. U....I"J'LI..MI;.lfI' ;,II\II.NI.ItI
U.I. lllrAII~lNl 01 IIW\U.1i
ANO ~1A1I (lIVflortlflll
{ltlMO. nOl,016\
c&
., UPI or lO'iIl
\, I I fMA l. t l,lIIttA J. I I CfWl'f'. unit. I" flU NlI4IU 1" lOAIIIlUH'U II. PlGAc;( 111I [ASE M.MIli
ft. II VA ,. I I COIW. Inl. WUt CA.
c. 1I01hlhl. '0'. II lurnllhd to .1.... '(Ol.I . ,1,I~l ., ,cluo' ..ul.-ent tol". -'-"nt. r-Id to end ~ lhl IInl.-n1 'IMt
.r' shown. II... ..,hd .IPocl" WI" pold ClUl.ldI Ih. clo.lntl they Ir' shown h.r. for Inlo....1 OMI ,..po'" .,.. .r.
not InchJdld In Ih. \ollh. 4.' ""ft C1/Wl'U
D. 1IAM1 ANO ADOUIS 0' 1000.MI I. 11"* 1.110 ADOUIS 0' lULU ,. NAMI ANO ADOUIS 0' UIIO(I
.lunne.WUE lllAIE 0' !LAIItE A. loIOl.U YOJIIC noUAl IAVINGI I lOAII
101 I. CEDlG! IfUU
YOJIIC, 'A 1140S
G. ,1(JIUn lOCAIIDII M. 1E1IU~(It1 AGUI I. ""UNit' DAII
3n IClIIM JlIIII.nl MIDIIAU AlIIIACT CQV'AItT
CAMP Mill, 'A 110n Morch Jt, 1991
,LACt: 0' IUIUMflII
lnl MAllEI IUEU
CWllILl,'" '1011
J. stM4AU 0' 10111041'1 lIANUClIOliI IC. SlMlAU 0' IELlU'1 ,IANUClIDM
100. "OSI AMClJIfl 0Ul 110M IOIIDlo'(I ftoo. "Oil AJO.lII lU '0 nUll
101. Contnet 1,111 'rice 1)1,900.00 ftOI. Contnct'lal" 'rln 111,900.00
tOl, ,.nDNII 'roperty 401. ..nonel 'roperty
'OJ. l.tU.-en1 th.r,.. to IorrOWlr line 1400 ),6&4.66 40J.
104. ....
\llS, 40S.
"'dJutl-.n" 'or It... r-Id by Illllr In Ildvlnn AdJutllMn" lor It.. pold by I.'hr '" edvlnn
106. CIIV/t..... I.... .. 406. CItV/lown II." ..
101. Comly..... 01.)1.9\ 1001.01.96 )19.64 401. COW1IV tI..1 OJ.),.9\ 10 0,,01,'6 Ja9.64
101. Ichoot h... OJ.)1.9\ 1001'0t.9\ )41.9) 4Ga. Ichool h.., OJ.JI.n to 01'01'9S 341.91
,.., ....
110. 410.
"I. 411.
'U. 4U.
uo. Glon AMOJII' lU rlCM IOUtl.'U 141,291.U no. GaOSS NWII' DU( '0 SUlU "I,6n.57
100. AMCUIIU PAlO I" 011 III liMA" 0' 1000100lU 500. nOUCflOllI III AMOUNt out '0 lULU
101. Otpollt or tlrnell lIlf'Ity 500.00 SOl. hnll Otpollt C... I",trucllon.)
101. 'rlnel,., ~I of Ntw Loan(.) 71 f~OO.oo SOl. IItll....,.t Cher,.. to IIlllr llno "GO 509.98
10J. hlltl,.. lOlnCS) hhn I\hJtct la SOJ. E.lltlng Loan' hll." I"J.CI to
104. S04. ..yoU of flnt IIDr".,' 101"
'llS, 50s. ..vaU of Iteand IIllIrl,I,' loan
'06, 506. Dtpollt tolllned by IIlhr SOO.OO
101. 501.
'DO, 'DO.
.... ,...
...dJus'Mn" lor l'tIIIII ~Id by I.lhr AdJutINn" lor ..... ~ld by 111I.r
liD. CItV/lown t.... .. st~. City/town I.... t.
lit. CCU'lIV I.... t. st,. ComlV 'I." t.
lU. Ichool 11.11 .. SU. School II... ..
lU. "(>>111101., 11011 60,000.00 sn. '1(1(1110'" N01l 60,000.00
In. lUll. 1M'U )/J1I9\'API IILL 24.99 SU. lUll. 1"IU JlJt/95'AP. Illl 14.99
US. stS.
,,,. 516.
111. ",.
UI. Sla.
119. 519.
1l0. 10rAL ....ID ''''011 IOIIIM. 1)1,92'.99 no. rorAL UDUCflDII AMll1III DUE lULU 61,014.91
SOOt CASH A1 SfnLlMUI nOMllo IOIIOJ(I 600. CASH A' snlUMur ,O"IOM IElLU
J01. Groll AlII Due frOlll lorrowr (lIne 120. 141,291.21 6Ot. Crall J..IIt:u\I Dw to SIIl.r Cline 410. l3a.612.\1
SOl. Lell ""t '11d by/lar lorrowtr Cline ZZO) C 1)1,924.99) 6OZ. L... Itcb::llon. Due IIII.r (line 510. C 61,OJ4.911
JOI. CAlM (X) 110M ( I 10 IOUM. 4,31Z.24 6OJ. CAIH tXI '0 () '1(>>1 sutU 11,591.60
1h. U"ld.,.lgnod h.rebV )4.edt. ,.cllpl O'~:"'dlltd cop'( 01 ,.... 112 of Ihh 11,I..nl I any III.chMn" referred 10 h.nln.
., i .
......... . ." ~';'/J /.. "',.. /t'Il1.",1 ('I ".,N I' :'~: itlllT . "
, rye. ,'7" / EIIAU 0' lLA11IE A. WOlf(;
....~
SUlU
1llJ)" U'a6) IUP~,..I 4JOS.2
.
.
. .
.
l. flllUMUII [MoUaS
100. hta1 htn,.rubt. '_Inlona ...-.:1 on ..tin'
Dlwhh",.' c_inlon Ill,.. lOOl at lotl""'l
101. , ,.
101. . '0
10J. [ClfIIIlulon 'lId It 'IUII'tlleflI
I1l4,
100. nUll ,AtAILI IN COIlllllCllDN "11M LOAIiI
aOl. "un Orl.h,.".... 'It 1.??oo I
&01. L.... ohcOlI'1t 1.??oo .
101. DOC.UtlN' ,.r,,,IAIIOIl'1I
&04. ,lurU '(I 1.001
~.Co.>>IU'n:
806. U'UltAl '11
801, CliO II IlPmI '11
001,
...,
liD.
.".
to YOlk nOIlAl IAVIII'. & LOAII
10 'DIll nollAl ''''111141 IlOAII
'A YOfII flDIIAl I.\VIIIGI & 1M"
to '.1. MOIICAGE luuen
to '.1. MOIl''''" lUMen
'0 ..1. "OnGAGI aUdell
t. '.1. glU,CI IUOJlCU
900. IIlMI 11<<111110 " L1NOU 10 If 'AID IN ADVAIICE
001. Int.,.., Ir... OJ.)I." to OJ.J1.n 1Il1 16.660000/dlyC
tol. ".r..... IMun,..u "Mh" lor -.nth. 10
9OJ. "uard IMuranu "".IUII ,., I yurt to
904. '0
90S,
1000, IUUYU DIMIIID WItN LfNDU
1001. M...rd lmunnt.
l00l. "or'.... 'Nuranu
100). cllyltown ,....
1004. CDll1tr ,....
10M. Ichool ,.,"
11106.
tOOl.
1...,
1100. IIIU CHAlClI
HOI. IlllUMnl IU/U).OO
HOl. Abllncl .r III" surch
110J. Ihl. h_l",lIon
11,". 1111. IMunnc, glIder
110). DocUfltnI 'up..,..'lon
1106. lIol.r,; ,...
1101. A"o''''Y'' ,...
ClnchaStI .bon II.. ruDlrll
1108. "U, Inlunnc. 10 MIDIlAI! A1SIIA" totPAltT
Clnclud.. .boy. It.. ~'" 1102 nOJ A. n04
1109. Llnd.,'1 Cervtr'I" 11.400.00
1110. OlInIr'l Cerv.,.U I 1)1.900.00
1111. no. . '00. JOO, a.l, 710 10 "IOIlAIE AItIlACI tClV'AIIT
1112. 1KI1AU IU to CASM
11U. M01AU In 10 CAlM
do,.
~thl
JIlOnlhl
JIlOn'hl
lIlDn'h.
lIlDn'h.
IIOnlhl
IlDnlh.
"""Ihl
01
01
01
01
01
01
01
..
per ....'h
perllllnlh
per....'h
per ..,Ih
per...,lh
per ...,th
per ..,th
pe, ."th
10 "llIIIAII AltllACl tlWAIlT
,.
I.
I.
to IDKnlO MUU, II;.
,.
t.
lI"IIS1UCM"'RGU
Il.DO ,Morll.ge'
D.td ,
Dud'
1l00. CiOYlIMMUn II(OIOIIIG "110
no,. bcordlne ",,' D"d ,
120l. CltY/COI.nIY 1../1I1IIpt1
IlOJ. 11.1. ,../11-,,"
>>04.
1l0S. "10. IAI. ru f'OC
1100. ADDllIONAL IUIl[M(It' CM"IGlI
1]01.1Uf'1I..,
110l. ,..t Inlpectlon
nOJ. ,m CCl.INnllOWIK'" Ull
n04. anUIGK' MAIL ,...lIe ,AClAGE
nos.
"00. 'DIAL IInWlnl cwen Unter On L t",. 'OJ, l.cUon " and SOl. ..cllon It)
24.00 ,........,
,"or I,." ,
,"ort"I"
,Ne ftOllCAel!
t.
,.
10 ANN ""UUT, 'AX COI.UtI~
10 "IDIIAIE "lnlACI COtPANT
roc IZSD.OOb
POt nO.OOb
I) INI. 'HlIIIO
~IVlO
"AIVla
"AIVlO
lULU nfUllO
DUD ,ItP. POt
lICE""
11I[""
10 "nil LIl.
QUCCUlI AMI.
UlltIMlIII.....IUUI .....Id.,
r...IDfI[Jt
100_Dun'l
IUNO' AI
1[lILI"UI
114.00
114.00
lSa.DO
m,oo
IS.OO
16.66
890.00
100.00
0,00
>6,00
20.00
'.664.66
.....ID'.04
lULU"
,LIIOIA,
III1UMUI
0,00
S04.9.
Iy .1.,1", pel' I 0' Ihl. ...I.-nl, Ih. "IMlorll. .d:nowlq. "nlp1 .t . c~l.ttd CDpy .f peg. 2 of Ihl. Z pel' '''I.-.nlt
Sot.9.
(1I""1Il
C.rtllled 10 be . t,Ut copv
h"l-.nt A,.nl
~
I
,
"
~
r.
i,
i.
'I.,UOII.. ,..."
~~
COMMONW'A"H O' 'eNNSY,VANIA
1N"llll""CI ,.... "'UaN
IUIDIN' O.e'D Nt
EST T 0'
SCHEDULE B
STOCKS AND BONDS
SIR
WOLFE, ELAINE A.
2l-94-1072
IAII prop.rlv lolntlv-own.d with Right 01 SUlVlYOFlhlp mUlt b. dlsclolld on Schedul. '.)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
Of DEATH
1.
l,480.073 Shares - MFS Total Return Fund-A
@ $l2.38 per share
3,059.067 Shares - MFS Growth Opportunities Fund-A
@ $10.90 per share
33,343.83
18,323.30
2.
3.
2,712.457 Shares - Keystone Strategic Growth Fund (K-2)
@ $7,17 per share
19,448.32
4.
714.940 Shares - Keystone Precious Metals
@ $22.15 per share
15,835.92
TOTAL Aha enl.r on IIn_ 2, Reco l1u1011on
III mort .par. ;, ""rJ.eI, Im.rl orJrJj'ionol ,It"" 01 10m, .ire.'
S 86;951.37
'1""'0'.""'9: :i:
I~~~
COMMONW\AtlH O' 'INNSYWANIA
INH'.' AHel 'AX I"UIH
."IDIN' Dle.DINT
ESTATE OF
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
Ploall Prlnl ar T 0
FILE NUMBER
21-94-1072
WOLFE, ELAINE A.
Ilch,"ute (.1 .r C.2 "'".. IN attach,d ft, lach Inllln... In'''..' .f the dlCld,nt, o'h., Ihan a pr.,rl,t."hlp,1
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1. 10 Units of Realmark Property Investors
Limited Partnership-V, a Delaware Limited
Partnership.
The 10 Units represent a .046184% interest
in the Partnership.
Date of death value of decedent's interest.
$ 4,840.00
(Schedule "C-2" attached).
5 4 840.00
{If more 'pac. I. n..dtd, in..rl additional .hHts 0' 10m. die.}
,...i'.'_>
. I
COMMONWEAlTH OF PENNSYlVAN1A
INHERITANCE TAX RETURN
RESIDENT DECEDENT
l(V. U06 lh 11.131
SCHEDULE "C-2"
PARTNERSHIP
INTEREST REPORT
fiLE NUMBER
'ESTATE Of
WOLFE, ELAINE A.
21-94-1072
1. Nomo of Ponno..hlp
REAlMARK PROPERTY INVESTORS
LIMITED PAR'J'NERSIlIP-V
2350 North Forest Road
Getzville, New York l4068
Fodoroll, D. Numbor 16-1275925
IAI por Form 10651
DolO Bullno.. Commoncod 1986
Add....
Bullno.. Actlvlly
Real Estate
2. Clo..lIieollon of Ponno"h1p:
o Oonorol
ll!lUmllod
DOthor
Olcld,n' was 0
Limited
partn.r. If dlced,n' WOI a limited portn." provide Inlllallnv"lm.nt S , n. non no
3,
SALARY
BALANCI Of
CAPITAL ACCOUNT
$4,840.00
PARTNER'S NAMIS
~ Of INCOMI
~ OF OWNERSHIP
A, Elaine A. Wolfe
.046l84
.046184
-0-
I,
C.
0,
A, Elllmolod Voluo of docodonl" Inlo""1I 5 4.840.00
See statement attached.
5,
6,
Amounl ond 'ypo of ponno..hlp Indoblodno.. 10 docodonl 01 doto of dooth, S -0-
Wal there Iif. Inlurance payable, upon the death of deCide"', to the partnership' DYe. [K]No
If YII, COlh Surrender Valul: S Nit proctlds payable: S
Own or of Policy:
Was there a wrlH,n partnership agr..m.nt In ,ff,ct at the tlm. of ,hi dlced.nt', death' [EYI. DNa
11 y... o"och eopy of og..omont. (See statement attached).
Old .hl partnership hay. on I",.,..t In any other partnerships or corporalion' DYI. ~No
If y", r.port ,h. nlcluary information on 0 separate .heet, Including Schedule "C.l" or "C.2" for each lnt.re.t.
Old the deced.nt'.lnt.r..t In thlt partnership change In the year before death if the dote of d.alh was on or ah., 121\3/82 or If death occurred
prior 1012/13/82 In tho 1011 Iwo yoo,,! DyOI IKINo
7.
8.
9
10,
If y.., explalnl
Wo, Iho docodonl ..Iotod loony of Iho o.hor ponno,,! Dy.. lXlNo
If y.., explainl
Was the partnership dlllolved or liquidated aher dec.dent'. d.ath' oV" KJNa
If Y.', report all the r.lat.d Information, Including copl.. of ,he Sol.. Agrttment and/or Se"'.ment Sh..t.
Wa. ,h. dec.dent'. .Iock laid' OV.. [21No
If ytS, provldt a copy of the ogreemen' of 101., elc.
13. PloolI ,ubmlllho following Informollon: (See attached statement).
11.
12.
A. A delall.d description .howlng the m.thad of camputallan ullllzed 'n the valuation of the d.ced,,"t'llnlert.t.
8. Complet. copl.. of ~nandal.tatem.nll or cample't copl.. ohhe F.deral Tax Return. (Form 1065) for ,he YRr of death and A preceding yean.
C. If the Company owntd Real Eltate, furnhh a III' Ihowlng ,he comple'. addreu/.. ond tSllmat.d fair Marktt Valut/.. If R.al Eliot.
Apprallal. have be.n I.cured, please anach copltS.
lA, ALL OTHER INfORMATION RELATIVE TO AfFIXING THE TRUE VALUE OF THE DECEDENT'S INTEREST SHOULD ACCOMPANY THIS
SCHEDULE.
.
.
ATI'JICIH'Nl' '10 SCItmJLE "C-2" - PAR'lllERSHIP Ikll'~ REOORT
Estate of:
~LFE. ELIUNE A.
21-94-1072
The Ten (10) Units of Realwark Property Investors Limited Partnership -
V, were acquired in 1986 by the decedent and her husband (E. Willill1l Wolfe, Jr.
died September 22, 1994) for the sun of $10,000.00. A copy of the certificate is
attached. We have been unable to secure a copy of the Limited Partnership
Agreanent.
The value of the decedent's .046l84% interest is $4,840,00, which is
equal to the capital account of the decedent in the Partnership as of December 3l,
1994. This capital account reflects adjustments for tax losses passed through to
the decedent and her husband on Schedule K-l's over the years. There is no
organized exchange for trading limited partnership interests such as this one.
Past secondary market activity suggests a value of the units of $100,00 to $200.00
per unit. See letter of Realwark properties dated August 17, 1995.
A representative of the Limited Partnership has stated that the
Partnership will now market the real estate assets with a view to ult.imate
liquidation of the partnership interests. If the sales go well, it is possible,
according to the representative, that there will be liquidating dividends paid to
the holders of units equal to or in excess of the initial unit purchase price.
Balancing the value indicated by secondary market activity against the
possibility of a liquidation and return of full unit purchase price, it is
concluded that the value of the Partnership interest at the time of death equaled
the capital account which is the basis for the valuation.
Copies of the Schedule K-l's for the years 1994, 1993, 1992, 1991 and
1990 are attached.
.
Realmark Properties
((0 rr-" I L2) vi
~;, ~)J U' U(716) 636.0280
Fax (716) 636.0466
2350 North Forell RaId
Gelzvllle, New York 14058
1'",' r." I, ,'~. \1' i,.. 'J
~ ,"- ,... ,I 1 , '
_. "I.' r ........_..
August 17, 1995
Edmund G. Meyers
Johnson, Duffie, Stewart and Weidner
PO Box 109
Lemoyne PA 17043
Re: Realmark V Market Value
William E, Wolfe Jr,
Elaine A. Wolfe
10 Units Realmark V
IlliG?' 1~95
. 'I.t- .. I ,..... -'f"
.. ...' , '. '-' I ~ '",' r 1 -
"'F'lfjt'1... I.
~ I 1'..1.' J.t:r) PCj'",q:r'
. ." ,.1,-.
Dear Mr, Meyers:
This letter Is In response to our phone conversation on August 17, 1995. During
our conversation you asked about a date of death, 12/4/95, value for 10 Units of
Realmark Properties Limited Partnership V. There is no true market value that we
can place on this investment due to the fact that It does not trade on any
organized exchange and the properties that comprise the partnership have not
been sold, There does exist a limited number of secondary market makers that
these units could be sold In. So if you needed a market value you can estimate
one based upon past secondary, market activity. Past secondary market activity
shows these units selling for $100 to $200 per unit. Hence one could say that the
units In question may have a market value of $1000 to $2000, If I may be of any
further assistance to you please cell me at (716) 636.0280,
Sincerely,
/I~/J1.L~~
William M, Je~~-
Manager. Investor Services
Transfer Agent
'"
. "
~ '~. . . "
,. '.,.
;... /;:-tJ-r:'::'
'--
.
..
\
~---- -.....-..--,
.
,- ,
_"'__d'_
t(Q)~1f
SCHEDULE K1 PARTNER'S SHARE OF INCOME,CREDITS,DEDUCTIONS,ETC OMB NO,1545-0099
(FORM 1065) FOR CALENDAR YEAR 1990 1 9 9 0
------------------------------------------------------------------------------------
PARTNER'S 10 NO.-->171-28-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
CAIlP HILL
PA 17011
------------------------------------------------------------------------------------
A:IS THIS PARTNER A GENERAL PARTNER?
YES X NO
B:PARTNER'S SHARE OF LIABILITIES
(SEE INSTRUCTIONS)
NONRECOURSE. ,.$ 83
QUALIFIED NONRECOURSE
FINANCING..,$ 0
OTHER. .. .. .. .. $ 7,292
C:WHAT TYPE OF ENTITY IS THIS
PARTNER--> INDIVIDUAL
D: IS THIS PARTNER A
X DOMESTIC OR A FOREIGN PARTNER?
BEFORE
DECREASE OR END OF
TERMINATION YEAR
E:ENTER PARTNER'S PERCENTAGE OF:
PROFIT SHARING .046184% .046184%
LOSS SHARING.. ,046184% .046184%
OWNERSHIP OF
CAPITAL..,.. .046184% .046184%
PARTNERSHIP'S ID NO.-->16-1275924
REALHARK PROPERTY INVESTORS
LIMITED PARTNERSHIP-V
770 STATLER TOWERS
BUFFALO
NY 14202
F:IRS CENTER WHERE PARTNERSHIP FILED
RETURN--> ANDOVER, HA
G(I):TAX SHELTER REGISTRATION
NUMBER--> 86255000282
G(2):TYPE OF TAX SHELTER-->
REAL ESTATE LESSOR-RESIDENTIAL (38)
H(I):DID THE PARTNER'S OWNERSHIP
INTEREST IN THE PARTNERSHIP CHANGE
AFTER OCT. 22, 1986? X YES NO
IF YES, ATTACH STATEMENT, (SEE FORM
1065 INSTRUCTIONS,)
(2):DID THE PARTNERSHIP START OR
ACQUIRE A NEW ACTIVITY AFTER
OCT, 22, 1986? YES X NO
IF YES, ATTACH STATEMENT. (SEE FORM
1065 INSTRUCTIONS,)
I:CHECK HERE IF THIS PARTNERSHIP IS A
PUBLICLY TRADED PARTNERSHIP
AS DEFINED IN SECTION 469(K) (2):
------------------------------------------------------------------------------------
J:CHECK APPLICABLE BOXES:
(1) FINAL K-l (2) AMENDED K-l
K: RECONCILIATION OF PARTNER'S CAPITAL ACCOUNT:
A C D
CAPITAL B INCOME INCOME NOT
ACCOUNT AT CAPITAL (LOSS) INCL COL C
BEGIN YEAR CONTRIBUTD FROM LINES + NONTAXBL
DURING YR 1.2,3,4 INCOME
E G
LOSSES NOT F CAPITAL
INCLUDED WITHDRAWLS ACCOUNT
COL C + AND END OF YEAR
UNALLW OED DISTRIBUT. (COL A-F)
7,390
------------------------------------------------------------------------------------
6,890
(645)
382
237
----------------------------------------------------------------------------~-------
i
i
I
t'
~
.
r
PARTNER'S ID NO.-->171-28-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
PARTNERSHIP'S ID NO..->16-1275924
REALHARK PROPERTY INVESTORS
LIMITED PARTNERSHIP-V
770 STATLER TOWERS
;
,
~
.
j
I
{
R
CAMP HILL
PA 17011
BUFFALO
NY 14202
------------------------------------------------------------------------------------
A: DISTRIBUTIVE SHARE ITEM
B, AMOUNT
c
;
INCOME (LOSS)
1 ORDINARY INCOME(LOSS) FROM TRADE OR BUSINESS
1040 FILERS: SEE INST FOR SCHED K-l (1065)
2 INCOHE(LOSS) FROM RENTAL REAL ESTATE ACTIVITY(IES) (779)
1040 FILERS: SEE INST FOR SCHED K-l (1065)
17
4 PORTFOLIO INCOME(LOSS):
4A INTEREST
1040 FILERS: SCH B, PART I, LINE 1
6 NET GAIN(LOSS) SECT 1231 OTHER THAN CASUALTY/THEFT
1040 FILERS: SEE INST FOR SCHED K-l (1065)
7 OTHER INCOHE(LOSS) (ATTACH SCHEDULE)
CASUALTY GAIN
1040 FILERS: ENTER ON APPL LINES OF RETURN
117
223
159
------------------------------------------------------------------------------------
INVESTMENT INTEREST
12Bl INVESTMENT INCOME INCLUDED ON LINES 4A - 4F ABOVE
1040 FILERS: SEE INST FOR SCHED K-l (1065)
117
------------------------------------------------------------------------------------
TAX PREFERENCE ITEMS
16C DEPRECIATION ADJUSTMENT PROP PLACED AFTER 12/31/86
1040 FILERS: FORM 6251 & Kl(FORH 1065) INST
194
------------------------------------------------------------------------------------
i "
.
.-.......
j
"
SCHEDULE K1 PARTNER'S SHARE OF INCOME,CREDITS,DEDUCTIONS,ETC OMB NO,1545-0099
(FOPJI 1065) FOR CALENDAR YEAR 1990 1 9 9 0
------------------------------------------------------------------------------------
PARTNER'S 10 NO,..>171-28-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
PARTNERSHIP'S 10 NO....16-1275924
REALKARK PROPERTY INVESTORS
LIMITED PARTNERSHIP-V
770 STATLER TOWERS
CAMP HILL
PA 17011
BUFFALO
NY 14202
------------------------------------------------------------------------------------
SUPPLEMENTAL INFORMATION:
WILLIAMSBURG N JACKSON PARK CAllELOT
IN IN KY
2. NET RENTAL REAL ESTATE INCOME (15) (67) (139)
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE,
5. ALTERNATIVE MINIMUM TAX 21 28 42
DEPRECIATION ADJUSTMENT.
6. SECTION 168 DEPRECIATION. 77 53 134
7. SECTION 167 DEPRECIATION, 80 41 127
9. PRE 1987:
NON-RECOURSE
QUALIFIED NON-RECOURSE 905 604 1,627
POST 1986:
QUALIFIED NON-RECOURSE 905 604 1,627
MORTGAGEE'NAIIE
BANK ONE MTGE MERCHANTS MTGE GOLDOHE REALTY
CORP CORP CREDIT CORP
.
,
".
, .
, I
SCHEDULE K1 PARTNER'S SHARE OF INCOKE,CREDITS,DEDUCTIONS,ETC OHB NO.1545-0099
(FOIUI 1065) FOR CALENDAR YEAR 1990 1 9 9 0
PARTNER'S 10 NO,-->171-28-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
CAMP HILL
PARTNERSHIP'S 10 NO..->16-1275924
REALKARK PROPERTY INVESTORS
LIMITED PARTNERSHIP-V
770 STATLER TOW~RS
PA 17011
BUFFALO
NY 14202
------------------------------------------------------------------------------------
SUPPLEMENTAL INFORMATION:
INDUCON EAST THE FOUNTAINS WAYNE ESTATES
NY OH OH
2. NET RENTAL REAL ESTATE INCOKE (214) (216) 34
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
. 5. ALTERNATIVE HINIHUH TAX 12 35 27
[.
DEPRECIATION ADJUSTMENT,
6. SECTION 168 DEPRECIATION. 82 113 85
7. SECTION 167 DEPRECIATION, 80 105 79
9. PRE 1987:
NON-RECOURSE
QUALIFIED NON-RECOURSE 1,710 1,016
POST 1986:
QUALIFIED NON-RECOURSE 1,710 1,016
MORTGAGEE NAME
CON LORD HTGE CO HUNTINGTON
TRUST CO
i
. - ~ -..-.....-.......-..'-.-.
.
" ,
....-
,.
.
SCHEDULE Kl PARTNER'S SHARE Of INCOHE,CREDITS,DEDUCTIONS,ETC OHB NO,15~5-0099
(FORM 1065) fOR CALENDAR YEAR 1990 1 9 9 0
------------------------------------------------------------------------------------
PARTNER'S 10 NO,-->171-28-0755
E WILLIAM WOLfE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
PARTNERSHIP'S ID NO,-->16-127592~
REALHAIlK PROPERTY INVESTORS
LIHITED PARTNERSHIP-V
770 STATLER TOWERS
CAIiP HILL
PA 17011
BUFfALO
NY 1~202
------------------------------------------------------------------------------------
SUPPLEMENTAL INFORHATION:
2, NET RENTAL REAL ESTATE INCOME
OR (LOSS) - PHASE-IN RELIEf
PROVISION NOT AVAILABLE.
3. SECTION 1231 GAIN fROM
PASSIVE ACTIVITIES,
S. ALTERNATIVE MINIMUM TAX
DEPRECIATION ADJUSTMENT.
6. SECTION 168 DEPRECIATION,
7, SECTION 167 DEPRECIATION.
8. REDUCTION IN SECTION 1231
GAIN FOR STATES USING SECTION
167 DEPRECIATION.
9. PRE 1987:
NON-RECOURSE
QUALIFIED NON-RECOURSE
POST 1986:
QUALIfIED NON-RECOURSE
MORTGAGEE NAME
PELIlAH EAST O'HARA THE PADDOCK
SC SC TN
(45) (37) (79)
223
2 17 9
7 S3 ~3
7 ~9 ~3
2~
~62
~62
967
967
WOODHARK INC
If YOU ACQUIRED YOUR INTEREST BEfORE 1987 YOUR SHARE AND CLASSIFICATION
OF DEBT IS SHOWN ON THE 'PRE 1987' ROWS. YOU MUST DETEIlHINE THAT YOU AIlE
NOT DEEMED RELATED TO THE MORTGAGEE TO RETAIN THE CHARACTER Of QUALIFIED
NON-RECOURSE FINANCING (QNRf) AT THE PARTNER LEVEL.
IF YOU ACQUIRED YOUR INTEREST AfTER 1986 YOUR SHARE Of QUALIFIED
NON-RECOURSE fINANCING (QNRF) IS EQUAL TO THE TOTAL QNRF SHOWN ABOVE
ON THE 'POST 1986' ROW fOR ALL PROPERTIES FOR WHICH YOU ARE NOT DEEMED
TO BE RELATED TO THE MORTGAGEE.
'.
"
SCHEDULE 1<1
(FORM 1065)
PARTNER'S SHARE OF INCOME,CREDITS,DEDUCTIONS,ETC O~B NO.1545-0099
FOR CALENllAR YEAR 1991 1 9 9 1
---------------------------------------------------------------------------------
PARTNER'S III NO.z=>171-Za-0755
E WILLIAM wOLFE JR
ELAINE A WCLFE
325 SOUTH 31ST ST
CAMP HILL
He11
---------------------------------------------------------------------------------
GETZVILLE
NY 14C68
PA
A:IS THIS PARTNER A GENERAL PARTNER?
YES X NO
B:PARTNER'S SHARE OF LIABILITIES
(SEE INSTRUCTIONS)
NONRECOURSE...S 113
QUALIFIED NONR~COURSE
FINANCING...S 0
OTHER.........$ 9,488
C:wHAT TYPE OF ENTITY IS THIS
PARTNER==> INDIVIDUAL
D:IS THIS PARTNER A
X DOMESTIC OR A FOREIGN PARTNER?
E:IRS CENTER ~HERE PARTNERSHIP FILED
RET~RN==> ANDOVER, ~A
PART~ERS~IpIS 10 NO...>16-1275924
REALMARX PilCPERTY U.~STORS '-C:;-)1f
LI~ITEC PARTNERSHI fV .
2350 NORTH FOREST RD ,\
eEFORE
CHAtlGE OR
TER~ INA TION
PERCENTAGE OF:
.0461H4~ .0461S4X
.0461d4~ .0461e4%
EIID "F
YEAR
F:ENTER FARTNER'S
PROF IT SHARING
LOSS SH~RnG..
OWNERSHIP OF
CAPITAL..... .046184X
G(1):TAX SHELTER REGISTRATION
NUM9E~==> 86255000282
~(2):TYPE OF TAX SHELTER==>
RE~L ESTATE LESSOR-RESIDENTIAL (38)
H:CHECK ~ERE IF THIS PARTNERSHIP IS A
p~eLICLY TRADED PARTNERSHIP
AS DEFINED IN SECTICN 469(K)(Z):
I:CHECK ~PPLICA9LE eOXES:
(1) FINAL K-1 (2) AMENDED K-1
.046184X
J: ANALYSIS OF PARTNER'S CAPITAL ACCOUNT:
---------------------------------------------------------------------------------
C
PARTNER'S
SHARE OF
LINES 3,4,7
FOR,~ 11)65
SCHEDULE M-2
D
WITHDRAWALS
AND
DISTRIaUTIONS
E
CAPITAL
ACCOUNT AT
END OF YEAR
(CCM9INE
COLUMNS A-D)
A
CAPITAL
ACCOUNT AT
BEGIN YEAR
Eo
CAPITAL
CONTlu:13UTED
DURING YEAil
6,890
---------------------------------------------------------------------------------
(424 )
25
6,441
---------------------------------------------------------------------------------
.
_.-..... ..-~
PARTNER'S 10 NO.-->171-28-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUrH 31ST ST
CAMP HILL
PARTNERS~IP'S 10 NO.-->16-1275924
REAL~ARK PROPERTY INVESTORS
LI~ITEO PARTNERSHIP-V
2350 NORTH FOREST RO
PA
17011
GETZVILLE
II! 14068
---------------------------------------------------------------------------------.
A: DISTRIBUTIVE S~A~E ITE~
e. AI'OU'lT
---------------------------------------------------------------------------------
INCOME CLOSS)
2
INCOMECLOSS) FRO,. RENTAL REAL ESTATE ACTIVITYCIES)
1040 FILERS: SEE INST FOR SCHED 1<-1 (106~)
(535)
4 PORTFOLIO INCOMECLOSS):
4A INTEREST
1040 FILERS: SCH e, PART I, LINE 1
111
-----------------~---------------------------------------------------------------
INVESTMENT INTEREST
,12a1 INVESTMENT INCOME INCLUDED ON LINES 4A - 4F AEOVE
1040 FILERS: SEE INST FOR SCHED 1<-1 (1065)
111
-------------------------------------------------------------------.-------------
TAX PREFERENCE ITEMS
16C DEPRECIATION ADJUSTMENT PROP PLACEO AFTER 12/~1/86
1040 FILERS: FeRM 6251 & ~1 CFCRM 1065) INST
16.,
---------------------------------------------------------------------------------
.
, .
.
SCHEDULE K1
(FORM 1065)
PARTNER'S SHARE OF 'INCOME,CREDITS,DEDUCTIONS,ETC o~a NO.1545-0099
FOR CALENDAR YEAR 1991 1 9 9 1
.-,
,
j'
---------------------------------------------------------------------------------
P~RTNERS~IP'S 10 NO.-->16-1275924
REAL~ARK PROPERTY INVESTORS
Ll~ITEC PARTNERSHIP-V
2350 NORTH FOREST RD
',:.
PARTNER'S ID NO.-->171-28-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
CAMP HILL
PA
He 11
GETZV ILLE
NY 14068
.-'"
i\.!
-~
"
~-f.
,,r
'.f.
~<
---------------------------------------------------------------------------------
SUPPLEMENTAL INFORMATION:
..
t
'Jo'
j;
~
.f;.;
"1
(;
~ILLIAMseURG h J~CKSON PARK
III IN
2. NET RENTAL REAL ESTATE INCOME 23 <'36)
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AV~ILAeLE.
CAMELOT
KY
( 98)
l'
,
5. ALTERNATIVE MINIMUM TAX
DEPRECIATION ADJUST~ENT.
6. SECTION 168 DEPRECIATION.
7. SECTION 167 DEPRECIATION.
9. PRE 1987:
hON-RECOURSE
~UALIFIED NOh-RECOURSE
POST 198<1:
~UALIFIED NON-RECOURSE
MOHGAGEE NAME
16
14
35
6'~
80
45
41
122
126
899
600
1,613
899
600
1,613
BANC ONE "'TGE
CORP
MEFCHANTS MTGE KEY CORP
CCRP
, "'''~'''-'-'''I.,'' ,
.. ," ~
, '
.
. .
.
PARTNER'S SHARE OF INCOME,CREDITS,DEDUCTIONS,ETC OMS NO.1545-0099
FOR CALEND~R YEAR 1991 1 9 9 1
SCHEDULE 1<1
(FORM 1065)
----------------------------------------------------------------------~-----------
PARTNEPS~IP'S 10 No..a>16-12759l4
REAL~ARK P~CPERTY INVESTORS
LI~ITEC PARTNERSHIP-V
235C NORTH FOREST RD
~ PARTNER'S 10 NO.a.>171-28-0755
l.. E WILLIAM ~OLFE JR
f ELAINE A WCLFE
~ 325 SOUTH 31ST ST
f
,
CAMP HILL
PA
17011
GETZVILLE
NY 14068
----------------------------------------------------------------------------------
SUPPLEMENTAL INFORMATION:
',.'
"
F'
fl-:
;;
~
~
f
i"
~
~
CO~MERCIAL PK W IhDUCON EAST
r,C NY
THE FOUNTAINS
OH
t.
2. NET RENTAL REAL ESTATE INCOME
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
5. ALTERNATIVE MINIMUM TAX
DEPRECIATION ADJUSTMENT.
6. SECTION 168 DEPRECIATION.
7. SECTION 167 DEPQECIATION.
9. PRE 1987:
NON-RECOURSE
QUALIFIED NON-RECOURSE
POST 1986:
QUALIFIED NON-RECOURSE
MORTGAGEE NAME
(22)
(131)
(43)
11
21
30
41
38
107
108
106
111
2,263
1,695
2,263
1,695
NCRTHIIESTERN
NATL LIFE INS
CC
CONCORD MTGE
CO
,-. ,.~.,.,.,,~-_.- ~.
..~.-.. -<
. ,
SCHEbuLE 1e1
(FORM 1065)
PARTNER'S SHARE OF INCOME,CREDITS,DEDUCTIONS,ETC OMB NO.1545-0099
FOR CALENDAR YEAR 1991 1 9 9 1
--------------------------------------------------------------------------------.-
PARTNER'S ID NO...>171-28-07~~
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
CAMP HILL
PARTNERS~IP'S ID NO...>16-1275924
REAL~ARIe PROPERTY INVESTCRS
LI~ITEC PARTNERSHIP-V
2350 NORTH FOREST RD
PA
17C11
GETZV ILLE
NY 14068
---------------------------------------------------------------------------------.
SUPPLEMENTAL INFORMATION:
~AYNE ESTATES O'HARA THE PADDOCK
Oft SC TN
2. NET RENTAL REAL ESTATE INCOME (45) (43) (88)
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
5. ALTERNATIVE ~INIMUM TAX 21 13 <;
DEPRECIATION ADJUSTMeNT.
6. SECTION 168 ,DEPREC IA TION. 76 47 43
7. SECTION 167 DEPRECIATICN. 79 49 43
9. PRE 1987:
NON-RECOURSE
~UALIFIED NON-RECCURSE 1,007 458 954
POST 1986:
QUALIFIED NON-RECOURSE 1,007 451! 954
MORTGAGEE NAME
HLNTINGTON WCODMARK INC
TRUST CO
IF YOU ACQUIRED YOUR INTEREST BEFORE 19~7 YOUR SHAR: ~~D CLASSIFICATION
OF DEBT IS SHOIoN ON nE 'PRE 1987' ROIoS. YOU ~UST DETERMINE THAT YOU ARE
NOT DEEMED RELATED TO THE MORTGAGEE TO RETAIN THE CHARACTER OF QUALIFIED
NON-RECOURSE FINANCING (QNRF) AT THE PARTNER LEVEL.
IF YOU ACQUIRED YOUR INTEREST AFTER 1Y86 YOUR SHARE OF QUALIFIED
NON-RECOURSE FINANCI~G (QNRF) IS EQUAL TO THE TOTAL QNRF SHO~N ABOVE
ON THE 'POST 1986' ROW FOR ALL PRCPERTIES FOR WHICH YOU ARE NOT DEEMED
TC BE RELATED TO THE ~ORTGAGEE.
. .
SCHE'OULE 'K1 i'ARTI\ER'S SHUE CF aCOME'CPEDITS'DECUCTIONS'ET~?~rttI01.1:il5-0099
~~~~~_~~~~~____________~~~_~:::~~~:_~=~~_~~~~_________________~~j-~~~_~L:_-_
PARTNER'S 10 ND,-')171-28-07S5 PARTNERSHIP'S IC NO.--)16-1275924
E WILLIAM WOLFE JR REALMARK PROPERTY INVESTORS
ELAINE A ~OLFE LIMITED PARTNERSHIP-Y
325 SOUTH 31ST ST Z350 NORTH FOREST RO
CAMP HILL
PA
17011
--------------------------------------------------------------------------------.
GETZVILLE
NY 14069
AIlS THIS PARTNER A GENERAL PARTNER?
YES X NO
BIPARTNER'S SHARE OF LIABILITIES
(SEE INSTRUCTICNS)
NONRECOURSE...$ 92
QUALIFIED NONRECCURSE
FINANCING...$ 0
OTHER.........$ 9,413
CIWHAT TYPE OF ENTITY IS THIS
PARTNER--) II\OIVIOUAL
0115 THIS PARTNER A
X DOMESTIC OR A FOREIGN PARTNER?
EII~S CENTER WHERE PARTNERSHIF FILED
RETURN--) ANDOVER. MA
8EFCRE
CHANGE OR
TERMINATION
PERCENTAGE OFI
.046184~ .046194
.046184~ .046194
ENe c
YEA
FIENTER PARTNER'S
PROFIT SHARING
LOSS SHARING..
OWNERSHIP OF
CAPITAL..... .046184~
G(l)ITAX SHELTER REGISTRATION
NUMBER--) 96255000282
G(2)ITYPE OF TAX SHELTER--)
REAL ESTATE LESSOR-RESIDENTIAL (3B)
HICHECK HERE IF THIS PARTNERSHIP IS A
PUBLICLY TRADED PARTNERSHIP
AS DEFINED IN SECTION 469(K)(2)1
IICHECK APPLICABLE BOXES:
(1) FINAL K-1 (2) AMENDED K-l
.046194
JI ANALYSIS OF PARTNER'S CAPITAL ACCOUNTI
--------------------------------------------------------.-------------.---------.
A
CAPITAL
ACCOUNT AT
BEGIN YEAR
B
CAPITAL
CONTRIBUTED
DURING YEAR
C
PARTNER'S
SHARE OF
LINES 3,4,7
FORM 1065
SCHEDULE "'-2
D
WITHDRAWALS
AND
DISTRIBUTIONS
E
CAPITAL
ACCCUNT AT
END OF YEAR
(COMBINE
COLUMNS A-D)
6,441
--------------------------------------------------------------------------------.
(408)
150
5.B83
______________________________________________________--------------------______0
~
r"
.
,
PARTNER'S 10 N~...>171-Z8-0755
E WILLIAM WCLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
PARTNERSHIP'S 10 NO...)16-1Z75924
REALM4RK PROPERTY 1NV~ST~~S
LIMITED PARTNERSHIP-V
2350 NORTH FOREST RD
CAMP HILL
PA
17011
GETZVILLE
NY 14068
---------------------------------------------------------------------------------
Al DIST~I6UTIVE SHARE ITEM
e. AMOUNT
-------------------------------------------------------------------------------.-,
INCOME CLOSS)
2
(453)
INCOMECLOSS) FROM RENTAL REAL ESTATE ACTIVITYCIES)
1040 F:LERS: SEE INST FOR SCHEC K-l (1065)
4 PORTF~LIO INCCMECLOSS):
4A INTEREST
1040 FILERS: SCH e, PART I, LINE 1
45
---------------------------------------------------------------------------------
INVESTMENT INTEREST
12el INVESTMENT INCOME INCLUDEC ON LINES 4A - 4F A80VE
1040 FILERS: SEE INST FOR SCHEO K-l CI06S)
45
---------------------------------------------------------------------------------
TAX PREFERE~CE ITEMS
16A OEPRECIATION ADJUSTMENT PROP FLACED AFTER 12/31/86
1040 FILERS: FORM 6ZS1 & KICFeRM 1065) INST
149
---------------------------------------------------------------------------------
H
"
~'.:, .,:~. -.'
'..-'--:-;"
,",-"",
SCHE'DULE Kl
(FORM 1065)
PARTNER'S SH~RE CF I~CO~5.CREOITS.OECUCTIOt~S.ETC C~9 NO.1545-0099
FOR CALENOAR YEAR 1992 1 9 9 2
---------------------------------------------------------------------------------.
PARTNER'S 10 NO...)171-28-0735
E wILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUT~ 31ST ST
CAMP HILL
PARTNERSHIP'S IC NO..'>16-1275924
REALM ARK PROPERTY INVESTORS
LIMITEO PARTNERSHIP-V
2350 NORTH FOREST RO
PA
17011
GETZVILLE
NY 1406B
----------------------------------------------------------------------------------
SUPPLEMENTAL INFORMATION:
WILLIAMSBURG N JACKSON PARK CAMELOT
IN IN KY
2. NET RENTAL REAL ESTATE INCO~E 30 (35) ( 71)
Or. (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
5. ALTERNATIVE MINIMUM TAX 16 11 29
OEPRECIATION AOJUSTMENT.
6. SECTION 168 OEPRECIATION. 6B 39 114
7. SECTION 167 OEPRECIATION. BO 41 127
9. PRE 1987:
toION-RECOURSE
QUALIFIEO NON-RECOURSE 891 596 1.597
POST 1986:
QUALIFIEO NON-RECOURSE 891 596 1.597
MORTGAGEE NAf~E
8A~C ONE MTGE MERCHANTS MTGE KEY CORP
CORP CORP
,
k
. ,
SCHEDULE K1
(FORM 1065)
PARThER'S SHARE CF IhCOME,CQEOITS.OEOUCTIONS,ETC C~B NC.1545-0099
FOR CALENDAR YEAR 19n 1 9 9 2
t
---------------------------------------------------------------------------------
::,,
,
~.
i'
PARTNER'S 10 NO...)171-28-075S
E wILLIAM wCLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
CAMP HILL
PARTNERSHIP'S IC NO...)16-1275924
R.ALMARK PROPERTY I~VCSTORS
LIMITED PARTNERSHIP-V
2350 NORTH FOREST RO
;',.
i\'
"
PA
17011
GETZVILLE
NY 14068
---------------------------------------------------------------------------------
}\
i
,
j
~'
SUPPLEHEN7AL INFOR~ATION:
COMHERCIAL PK W INOUCON EAST
NC NY
THE FOUNTAINS
CH
'i"
2. NET RENTAL REAL ESTATE INCOME
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
S. ALTERNATIVE MINIMUM TAX
DEPRECIATION ADJUSTMENT.
6. SECTION 168. DEPRECIATION.
7. SECTION 167 DEPRECIATION.
9. PRE 1987:
NON-RECOURSE
CUALIFIEO NON-RECOURSE
POST 1986:
QUALIFIED NON-RECOURSE
MORTGAGEE NAME
(61)
(24)
(28)
16
18
24
76
117
124
97
111
76
2.263
1.679
2,263
1.679
NORTHWESTERN
LIFE INS CO
CONCORD MTGE
CO
SCHEDULE III
(FORM 1065)
PARTNER'S SHARE CF l~COME,CREDITS,DEOUCTIONS,ETC C~B ND.1545-0099
FJR CALENDAh YEAR 1992 1 9 9 2
---------------------------------------------------------------------------------
PARTNER'S IC NO...)171-28-07SS
E WILLIAM ~OLFe JR
ELAWE A '~OLFE
325 SOUTri 31ST ST
PARTNERSHIP'S IC NO...)16-1275924
REALMARII PROPERTY INVESTORS
LIMITEO PARTNERSHIP-V
2350 NORTH FOREST RD
CAMP HILL
PI.
17011
GETZVILLE
NY 14068
---------------------------------------------------------------------------------
SUPPLEMENTAL INFORMATION:
WAYNE ESTATES O'HARA THE PADDOC!<
OH SC TN
2. NET RENTAL REAL ESTATE INCC~E (43) (44) (78)
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
S. ALTERNATIVE MINIMUM TAX 17 11 9
DEPRECIATION ADJUSTMENT.
6. SECTION 168 DEPRECIATION. 70 43 43
7. SECTION 167 DEPRECIATION. 79 49 43
9. PRE 1987:
NON-RECOURSE
QUALIFIED NON-RECOURSE 996 453 939
POST 1986:
QUALIFIEO NON-RECOURSE 996 453 939
P,10RTGAG EE NAME
HU~TINGTON \;COOMARII INC
TRUST CO
IF YOU ACQUIRED YOUR INTEREST BEFOhE 1987 YOUR SHARE AND CLASSIFICATION
OF DEeT IS SHOWN ON THE 'PRE 1987' ROWS. YOU MUST OETERMINE THAT YOU ARE
NOT DEEMEO RELATED TO THE ~ORTGAGEE TO RETAIN THE CHARACTER OF QUALIFIED
NON-RECOURSE FINANCING (QNRF) AT THE PARTNER LEVEL.
IF YOU ACQUIRED YOuR INTEREST AFTER 1986 YOUR SHARE OF QUALIFIED
NON-RECJURSE FINA~CING (QNRF) IS ECUAL TO THE TOTAL QNRF SHOWN ABOVE
ON THE 'POST 1986' ROW FOR ALL PROFERTIES FOR WHICH YOU AhE NOT DEEMED
TO BE RELATED TO THE MORTGAGEE.
SCHEDULE U PARTNER'S SHARE OF INCJME'C~EOITS,oEDUC.TIONS'<<~ Q~fl ,~10.p4~,-0099
~:~~~_~~~~~____________~~~_:::=~~:~-~:~~-~~~:---------______ __(C_1L.l."_~~_.~~_:___.
, -'> ~~ ' .
PARTNER'S 10 NO.-.)111-28-0755 PARTNERSHIP'S 10 Nd;..~16-1Z7S95
E ~ILLIAM WOLFE JR ~EALMARK PROPERTY INVESTORS
ELAINE A ~CLFE LIMITED PARTNERSHIP-V
3Z5 SOUTH 31ST ST Z350 NORTH FOREST RD
CAMP HILL
PA
11011
GETZVILLE
NY 1406B
---------------------------------------------------------------------------------
AlTHIS PARTNER IS A
X LIMITED PARTNER
LIMITED LIABILITY COMPANY ME~BER
elWHAT TYPE OF ENTITY IS THIS
PARTNER..) INDIVIDUAL
ClIS THIS PARTNER A
X DOMESTIC OR A FOREIGN PARTNER?
BEFORE
C-tANGE OR
TE RMI NATION
PERCENTAGE OFl
.046184% .046134~
.046184~ .046184;
GENE R AL PA RTNE R
FlPARTNER'S SHARE OF LIABILITIES
(SEE INSTRUCTIONS)
NONRECOURSE...S 86
QUALIFIED NONRECOURSE
FINANCING...S 0
OTHER.........S 9.337
GITAX SHELTER REGISTRATION
NUMBER.-> 66Z55000ZBZ
E I~ 0 D F
YEAR
HICHECK HERE IF THIS PARTNERSHIP IS A
PU8LICLY TRADED PARTNERSHIP
AS DEFINED IN SECT10N 46.(K)(Z)1
DlENTER PARTNER'S
PROFIT SHARING
LOSS SHARING..
OWP-<ERSHIP OF
CAPITAL..... .046184%
ElIRS CENTER WHERE PARTNERSHIP
RETURN..> ANDOVER, MA
.046184~
FILED
IlCHECK APPLICABLE 80XESl
(1) FINAL K-l (Z) AMENDED K-l
---------------------------------------------------------------------------------
Jl ANALYSIS OF PARTNER'S CAPITAL ACCOUNT:
---------------------------------------------------------------------------------
A
CAPITAL
ACCOUNT AT
BEGIN YEAR
B
CAPITAL
CONTRIBUTED
DURING YEAR
C
PARTNER'S
SHARE OF
LINES 3,4,7
FORM 1065
SCHEDULE M-2
o
WITHDRAWALS
AND
OISTRI6UTIONS
E
CAPITAL
ACCOUNT AT
END OF YEAR
(COMBINE
COLUMNS A-D)
---------------------------------------------------------------------------------
5,883
(310)
188
5,3B5
fJ
;l
PARTNER'S I~ NO...)171-~8-0755
E WILLIAH ~OLFE JR
ELAIIlE A WOLFE
325 SOUTH 31ST ST
CAHP HILL
PARTNERSHIP'S 10 N~...)16-1275925
REALHARK PROPERTY INVESTORS
LIMITED PARTNERSHIP-~
2350 NORTH ~OREST RD
PA
17011
GETZVILLE
NY 14068
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
AI DISTRI&UTlVE SHARE ITEH
ll. AHOUNT
INCOME CLOSS)
2
C334)
INCOHECLOSS) FRJH RENTAL REAL ESTATe ACTIVITYCIES)
1040 FILERSI SEE INST FOR SCHED K-1 C1065)
4 PORTFOLIO INCOHECLOSS):
4A INTEREST
1040 FILERS: SCH B. PART I. LINE 1
24
---------------------------------------------------------------------------------
INVESTHENT INTEREST
12B1 INVESTMENT INCO~E INCL ON LINES 4A.4B.4C.4F ABOVE
1040 FILERS: SEE INST FOR SCHEO K-l C1065)
24
---------------------------------------------------------------------------------
TAX PREFERENCE ITEHS
16A OEPRECIATION AOJUSTHENT PROP PLACEO AFTER 12/31/86
1040 FILERS: FORM 6251 & K1CFORH 1065) INST
147
---------------------------------------------------------------------------------
.,.
, ,
,...:..
! r
lj\';~,,; .-~:-' c::'~,
f.t~"'_...\,' .!..-,.-.--.. .
. ,-~(~i-c
"^'.,1\-";'~
--------------------------------------------------------------------------------
SCHEDULE Kl
(FOR"! 1065)
PARTNER'S SHARE OF INCOME,CREDITS,DEDUCTIONS,ETC OMS NO.1545-009S
FOR CALENDAR YEAR 1993 1 9 9 3
PARTNER'S 10 NO...>171-28-07~5
E wILLIAM WOLFE JR
ELAI~E A WOLFE
325 SOUTH 31ST ST
CAMP HILL
PARTNERSHIP'S 10 NO...>16-1275925
REALMARK PROPERTY INVESTORS
LIMITED PARTNERSHIP-V
2350 NORTrl FOREST RD
PA
17011
GETZ VILLE
NY 14068
--------------------------------------------------------------------------------.
SUPPLEMENTAL INFORMATION:
WILLIAMS8URG N JACKSON PARK
IN IN
CAMELOT
KY
Z. NET RENTAL REAL ESTATE INCOME
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILA8LE.
5. ALTERNATIVE MINIMJM TAX
DEPRECIATION ADJUSTMENT.
4
<31 )
(63)
15
8
Z9
6. SECTION 168 DEPRECIATION.
68
80
35
114
126
7. SECTION 167 DEPRECIATION.
9. PRE 1587:
NON-RECOURSE
QUALIFIED NON-RECOURSE
POST 1986:
QUALIFIED NON-RECOURSE
~'DRTGAGEE NAME
41
683
591
1.579
683
591
1.579
BANC ONE MERCHANTS MTG
MORTGAGE CORP CORP
SCHEOUl.E 1(1
(FORM 1065)
PARTNEq'S SHARE OF INCQHE,CRE01TS,OEDUCTIONS,ETC OMB NO.1S4S-0099
FOR CAl.ENOAR YEAR 1993 1 9 9 3
"
--------------------------------------------------------------------------------
PA~TNERSHIP'S 10 ~D.a->16-1275925
REAl.MARK PROPERTY INVESTORS
l.IMITEO PARTNERSHIP-V
2350 NORTH FOREST RD
PART'lER'S 10 NO.-->171-28-0755
E WIl.l.IAM .Ol.FE JR
El.AIIIE A 1l0l.FE
!25 SOUTH 31ST ST
NY 14068
CAMP HILl.
PA
17011
GETlVIl.l.E
--------------------------------------------------------------------------------.
SUPPl.EMENTAl. INFORMATION:
INDJCON E-III
NY
COMMERCIAl. PK W INOUCON EAST
NC NY
2. NET RENTAl. REAl. ESTATE INCOME
OR (l.OSS> - PHASE-IN RELIEF
PROVISION NOT AVAIl.ABl.E.
5. Al.TERNATIVE MINIMUM TAX
DEPRECIATION ADJUSTMENT.
6. SECTION 168 DEPRECIATION.
7. SECTION 167 OEPRECIATION.
(H)
(85)
6
16
19
(2)
79
79
119
126
6
5
9. PRE 1987:
NON-RECOURSE
QUALIFIED NON-RECOURSE
2,263
POST 1986:
QUALIFIED NON-RECOURSE
2,263
MORTGAGEE NAME
NORTHWESTERN
NATL l.IFE INS
CO
i
-------------------------------------------------------------------------------..
SCHEDULE Kl
(FOR'" 1065)
PARTNER'S SHARE OF INCOME,C~EOITS,OEOUCTIONS,ETC JMB ~0.lS45-0099
FOR C~LE~DAR YEAR 1993 1 9 9 3
PART~ER'S 10 NO...>171-28-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
CAMP HILL
PARTNERSHIP'S 10 NO...>16-1275925
REALMARK PROPERTY INVESTORS
LIMITED PARTNERSHIP-V
2350 NORTH FOREST RO
---------------------------------------------------------------------------------
PA
17 011
GETZVIUE
NY 14068
SUPPLEMENTAL INFORMATION:
THE FOUrHAINS
OH
WAYNE ESTATES
OH
O'HARA
SC
2. NET RENTAL REAL ESTATE INCOME
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
(0)
( 27>
(15 )
5. ALTERNATIVE MINIMUM TAX
OEPRECIATION AOJUSTMENT.
6. SECTION 168 DEPRECIATION.
7. SECTION 167 OEPRE:IATION.
23
17
10
(97)
111
70
79
43
49
~. PRE 1987:
NOli-RECOURSE
QUALIFIEO NON-RECOURSE
1,661
989
449
POST 1986:
QUALIFIEO NON-RECOURSE
MORTGAGEE NAME
1,661
989
449
CONCORD MTG CO HUNTINGTON
TRUST CO
---------------------------------------------------------------------------------
SCHEDULE Kl
(FORM 1065)
PARTNE~'S SHARE OF INCDM:,CREDITS,OEDUCTIONS,ETC o~e NO.1545-0099
FOR CALENDAR VEAR 1993 1 9 9 3
PARTNER'S 10 NO.-->171-2B-0755
E WILLIAM WOLFE JR
ELAINE A WOLFE
325 SOUTH 31ST ST
CAMP HILL
PARTNERSHIP'S 10 NO.-->16-1275925
REALMARK F~OPERTY INVESTORS
LIMITED ?ARTNERSHIP-V
2350 NORTH FOREST ~D
---------------------------------------------------------------------------------.
PA
17011
GETZVILLE
NY 1406B
SUPPLEMENTAL INFORMATION:
THE PADDOCK
TN
2. NET RENTAL REAL ESTATE INCOME
OR (LOSS) - PHASE-IN RELIEF
PROVISION NOT AVAILABLE.
(67)
5. ALTERNATIVE MINIMUM TAX
OEPRECIATION ADJUSTMENT.
9
6. SECTION 16B DEPRECIATION.
7. SECTION 167 DEPRECIATION.
44
44
9. PRE 19B7:
NON-RECOURSE
QUALIFIED NON-RECOURSE
POST 19B6:
QUALIFIEO NON-RECOURSE
MORTGAGEE NAME
922
922
"OOO~ARK INC
IF YOU ACQUIRED YOUR INTEREST BEFORE 19B7 YOUR SHARE AND CLASSIFICATION
OF DEBT IS SHOWN ON THE 'PRE 19B7' ROWS. YOU MUST DETERMINE THAT YOU ARE
NOT DEEMED RELATED TO THE MORTGAGEE TO RETAIN THE CHARACTER OF QUALIFIED
NON-RECOURSE FINANCI~G (QNRF) AT THE PARTNER LEVEL.
IF YOU ACQUIRED YOUR INTEREST AFTER 1966 YOUR SHARE OF QUALIFIED
NON-RECOURSE FINANCING (QNRF) IS EQUAL TO THE TOTAL QNRF SHOWN ABOVE
ON THE 'POST 1986' ROW FOR ALL PROPERTIES FOR WHICH YOU ARE NOT DEEMEO
TO &E RELATED TO THE MORTGAGEE.
. 04/12/1'3'35 14118 REALMARK CORP. 7166360466 P.02
StHEJU.l:E IU.. PARTtte~'s,stlAq5 OF ttICOME.CRl!Ull~.lltUU~11UI..,CI\. UI"ro~'.._'" ....,
~~~ ~ ~_:~~:~_.-- u___ _._ ~:~_: ~~~~~~~.~:~~ _~~~ ~ _ _ ________ -------~;.-'.. ;~_!_:J~___
,,-~ lj 0
PARTNER'S 10 NO...)171-28-0755 PARTNERSHIP'S 10 NO...)16-1~759Z5
E WI~~IA~ WO.FE JR REALMARK PROPERTY INVESTORS
E~Al~l A WOLeE ~IMITEO P~r.TNEP.SHIP-V
3Z5 SOUTH 31ST ST Z350 NORTH ~OREST RO
CAM? t1I~~
---------------..------------------------------------.---------------------------
PA
1 T U 11
r,enVl~Le
NY 14060
A:T~IS PARTN.R IS A
~ ~IMITEu PARTNER
~IMIrEO LIA3ILITr CO~PANY MEMR~~
IHWrUT TYPE JF ErlTIH IS TIlTS
PARTNEt..) INOIVIJUAL
C:IS Tt1IS PA~TN:R A
l JJMESTIC JR A fJREIGN PARTNER?
IHFOH
C I1AI'::'5 CPO
TE~!o11~ATION
peRCE~rACE OF:
.04~lS4~ .046184~
.046184~ .o461a4~
:;etIERA~ PART,~Er
F:PARTNER'S St1ARE OF ~IA8I~ITIES
(SEE INSTRUCTIONS)
NONRECOURSE...' 81
~UALIFIEO NONRECOURSE
FINANCING...S 0
~THeR.........$ 6.237
ClrAX SHELTER RECISTRATION
Nu~aER.') B6Z5S000ZSZ
eUD OF
HAR
H::HECK HERE IF THIS PARTNERSHIP IS A
PUO~IC~Y TRAoeo PARTNERSHIP
AS DEFINED IN seCTION 469(r.)(Z):
D:ENIER PART~ER'S
P ~ JFlT SHARIf/.
LOSS St1ARI~G..
O~NtRSHIP JF
:~PITAL..... .0~~184~
E:I~S CENTER ~HERE PARTNERSHIP
RETURN..) ANJOVLR. ~A
.046184':
FILED
I:CHECK APPLICABLE BOXES:
(1) FI'AL K-l (~) AMENOED K-l
---------------------------------------------------------------------------------
J: AllHHIS J~ PARTNER'S CAPITAL ACCOUNT:
-----~-----_._-------------------------------------------------------------------
A
CAPITH
ACCCJUH AT
8 EC,I N YE A R
1)
:t.rITAL
:ONTRIIlUHO
DJRIflii YEAR
c
P A H tn, ~ I S
SHARE OF
LlN:S 3,4.7
F()RM 1065
SCHEDULE ,.,-~
o
rlIT'iORAIIALS
D,NO
OISTRIIlUTIONS
E
CAPITAL
ACCOUNT AT
END OF YEAR
(COMBINE
CO~UMNS A-O)
-------------------....----------------------------------------------------------
5o~8S
(495 )
50
4.S40
Ea
041'121'1995 '14118 REALMARK CORP,
PART~E~'S 10 NO...)lTl-l~-u,~~
e WI~LIA~ "b~FE JR
ELAINE A . [jL~E
~Z5 SOUTH 31ST ST
tllfo\~ HILL
7166360466 P.03
t"MK' 1'4:K~n"".:l ""u I'U. ._,,,,,-..&., J .~J
REALMIIRK P~OPERTY INVESTORS
LIMITED PARTNERSHIP-V
23S0 NORTH FOREST RO
---_._._-~-------_._-~----_._-"--------------------------------------------------
PA
17011
GfTZVtLLE
NY 14068
---------------------------------------------------------------------------------
A: DISTRI8UTIVE SHARE ITEM
B. AMOUNT
1N:OHE (LOSS)
2
INCOHE(~OSS) FRJM RENTAL REAL ESTATE ACTtVITY(IE~'
1040 FILERS: SEe INST FOR SCHEC ~-1 (106"
4 PORTFOLIO INCOM:CLOSS):
(S12)
4A INTEREST
1040 FILERS: SC1 O. PART t. LIN: 1
17
----~~-------~------------------------_._----------------------------------------
INicSTMENT INTEREST
1281 INVESTM:NT INCO~C INCL ON LINes 4A.48.4:.4F AeOVE
1040 FILE~S: 5:: INST FOR SC1EO (-1 (lOSS)
17
----~~---~---~_.~------------------------------------------------------.---------
TA~ PREFERE~CE ITf.H~
16A DEPRECIATION AOJUST~ENT PROP PL~ceD AFTE~ IZ/31/86
1040 FILE~S: FO~~ 6Z51 t Kl(fOR~ 1065) INST
149
-----~---------------~----~-~--------~-------------------------------------------
04/12/1995 . 14118 REFUmK e~. 7166360466 P.04
)l"nc:Ju....t fIl." t'''tc'NCl('~. )f1'-'KC: UP" ,I....l..Jr'c'.."CLlll:>'UCUU~'.L..,I.,.).C.'" urlD UIU..L;I..:a-UU7'
CFO~~ '1065~ i'~R CALENDAR TEAR 1994 1 9 9 4
.~--~----------------------------------------------------------------------------
PARTNERSHIP'S 10 NO...)16-1275925
R~ALMAR~ PROP!RTT I~VESTORS
LIMITED PARTNERSHIP-V
2350 ~ORTH FOReST RO
PARTNER'S 10 NU...)171-26-0755
t WI~LIA~ WO.Fe JR
ELAI~E A WOL~e
325 SOUT" 31ST ST
CAMP HILL
PA
17011
GETtV ILLP.
NT 14068
--.------------------------------------------------.--.--------------------------
SUPPLEMENTAL IN=ORMATIO~:
IoILLIAMS6URG N JACKSON PAR~ CAMeLOT
Ul IN KT
2. ~eT Re~TAL REAL ESTAf! INCOME 7 C41) (114)
n CLOSS) - PHASE-IIN RELIEF
PRUVISION Nor AVAILAB..e.
5. A~TER~ATl~e MIN1MUM TAX 6 8 Z9
DEPRECIATION AOJUST~e~T.
6. see TI ON BB OEPP.E:IA TION. sa 35 114
7. SECTION lS7 OEPReCIA TION. ^s 41 126
9. PAE 1907:
NON-IlEC3URSe
IIUUIFIEO NON-RECOURSE BH 5BS
P~ST 1986: ,
QUALIFI:O NON-AE:OJRSe 674 585
:oI~RT~AGEE N4fo1E
BANe ONE MERCHANrs toITe.
MOqrc.AGE CORP CORP
1il'1/12/1995 . 14119 REI'U'V=lRK CORP. 7166361il466 P IilS
SCHEOU~E ~~ PARTNeR'S.SHAH~ U~ 1N~UM~,~KCUII~'UCUU~I~U~~,~I~ 'wnw "w..... WM..
(FORl! '10b5) P~R CALENDAR YEAI: 199~ 1 9 9 4
-~--~~--*~--"~~----_.~---~----------------._--_.~---~~---------------------------
PARTN~RSHIP'S 10 ~O...)16-127592'
REALM ARK PROP~RTY INVESTORS
LIMITED PARTNERSHIP-V
2350 NORTH FORF-ST RO
PARr~eR'S 10 No...)171.Z8~0755
U Wt~LIA~ WO.FE JR
l!LAI~e A pOL"E
3ZS SOUTH 31ST ST
C.AH~ HIL~
PA
17011
GE TZV ILLE
NY 14068
--------------------"------------------------------------------------------------
SUPPLEMENTAL INFORMATIO~1
COMMERCIAL P~ W INOUCON EAST
NC NY
INPUCON e-IJI
NY
z. ~eT RENTAl., REAL ESTATE INCOME
~~ CLOSS) - PhAse.iN RELIEF
PRUVISION Nor AVAILABLE.
1
(136)
25
,. ALTERNAT1~e ~INIHUM TAX
~~PRECIATIO~ AOJUSr~!~r.
6. SECTION l~B ~ePRECIATION.
7. SECTION 1~~ DEPReCIATION.
9. PRE 1~87:
NON.REC.~URSf'
~UALIFIeo NON-ReCOURSE
POST 1981>::
QUALIFIEO NON-RECOURSE
~~RTGAGeE NAtoIE
16
26
2
128
17
17
03
85
1Z6
2,H3
2,263
NORTHWESTEr.N
NAlL LIFe INS
CO
, ~
I'
'","-..,...,-~ '."
04/12/1995' 14119 R~ CORP. 7166360466 P,e6
SCHE'Ul:E Kl PAMnIE~'S. SHAH: 01- lNLUM!:.I.KtULI~.UtUU~I~uN~.tl" u'"o
crOR~'lD6S) FOR CALENDAR YEAR 199~
"U.,I.J.,;.I-"V>>-_
1 9 9 4
"~----~-"-~_.---~-----_..-----~-----------~--------------------------------------.
PARTNERSHIP'S 10 NO...)16~1275925
RfALHARK PROPERTY INVESTORS'
LIMITED PARTNERSHIP-V
2350 NORTH FOREST RD
PARr~ER'S, 10 NO...>171-lB-0755
E .ILLIAM .O~F~ JR
EL.AI,~E A 1I0LFE
325 SOUTH 31ST ST
CAMP HILL
PA
17011
GETZVILLE
NY U068
----------------------------------------~-----.-~--------------------------"-----
SUPPLEMENTAL INFORMATION:
THE FOUIITAt~S
OH
WAYNE ESTATES
OH
O'HARA
SC
; ~i!T REfllTAI IlEAl ESTATE TNr,nME
.......,...........,..... ~.. .......'.....-_...". .. .'." .... ...... ~...
.. .. ~.~JJ._...",..... ,..,.-.5AH,..__ .:..."".,... _.. ~ ~'- 2
04/12Y1995. 14119
.......__.. u.. I'....f._.
(POR~ '1.0,65) .
REFll./'1MK CORP. 7166360466 P.e?
.. ......... w. .""''''''I..t..''L.U4.I''''UCUU'-f~UI...),CI\. Uf'lC NU.l)-'>-U09Y
'POR :ALENOA~ YEAR 1994 1 994
.-_..-_...__.-----------~-_._-------------------------.-.------------------------
PARr~ER.s 10 NO..')171-29-07S5
E ~ILLIAM ~o~pe JR
ELAI~E A kOLFE
325 SOUT~ 31ST ST
PARTNERSHIP'S 10 NO...)16-1Z759Z5
P~ALMARK PROPERTY INVESTORS'
LIMITEO PART~ERSHrp-V
2350 NORTH FOREST RD
CAMP HILL.
PA
17011
GETZVILLf
NY 140/,8
----------------------------------------------.----------------------------------
SUPPLEMeNT~L INFORMATIO~1
THE pOU~TAI'JS
OH
WAY~!' ESTATeS
OH
O'HARA
SG
~
i,
~.
ri
~
t
~.
~
A
~
?"
,.;-
~.
"
~'
t
~
I
~
.. ~:T RENTAL REAL eSTATE INCOME
O~ (LOSS) - ~HAse-IN RELIEF
PROVISION NOT AVAILABLE_
5. ALTeR~ATIVE MINIMJM TAX
'EPR~CIATION ADJUSTMe~T.
b. SECTION 158 DEPRECIATION.
7. SECTION 167 OEPRECIATlON.
(87)
(6)
(65)
Z5
17
10
100 70
112 79
43
49
9. PRE 1987:
NON-REC:lURSe
QUALIFIED NON-RECOURSE
P'ST 19&6:
QUALIFISO NON-RSCOJRS~
M:lRTGAc.ee NAME;
1,641
1,641
CONCORO ~TG CO HUNTINGTON
, TllUSl.CO
04 12 1995 14120 REALI'V'lRK CORP. 7166J61<lol66 P.OO
/ / " ,._., .. ....... .... .,t......,""wl,..w.,,,,,.V'-wU..1 .&.UI'I':"C: 1\0 t..MCl NU."''''-UV'I'J
(FOR~: 10fo5) 'F:l~ :ALr.'IDAR yEAR 199~ 1 9 9 "
--.--~~~.~--~_._-----~---------------------_.------_.~.-------------------------
PARr~~R'~ 10 NO...)171-~9-0755
e "ILLIAM ~OLPE JR
ELAl~! A WOL"E
3ZS ~DUT" 31;T 5T
PARTNERSHIP'S 10 ND...)16-1ZT5925
REALMDRK PROPERTY INVESTORS'
LIMtTEt PARTNe~SHlr-V
Z~SO NORTH FOREST RD
CA"'~ HILL
17011
r.ErzVTLLE
NY 14068
SUPPLEMENTkL INPORMArIJ~:
THE PADOOCK
TN
z. ~ET RENTAL REAL ESTATE INCOME
~R (LJSS) - PHAse-IN ~ELIEF
PROVISION NOT AVAILABLE.
C 6 7)
5. ALTERNATIVE ~INIMJM TA~
JEPRECIATION ADJUSTMENT.
.. SECTION 156 JEPRE:IATION.
7. SECTION 157 OEPRE:IATION.
~
44
4~
9. PRE 1987:
NON-ReC~URse
QUALtFIED NON-RECOJRSe
'HS
~J:'T 1986:
QUALIFIED NON-RECOURSE
,~JRTGAGEE NAME
955
liOOO:'IARi( INC
IF YJU ACQUIRED YOUR INTEREST DEFORE 1987 YOUR SHARe ANO CLASSIFICATION
OF :lE~T I~ S10W~ ON TH~ 'PRE 1987' ROWS. YOU MUST DETERMINE THAT YOU ARE
NOT JEEMeD RELATEO T:I T~E MORTG4GEE TO RETAT~ THE CHARACTER OF QUALIFIED
NON-RECOURSE FINANCING C~NR~) AT THE PAqTNER LEVEL.
1F fJU ACQUIRED YOUR INTEREST AFTER I~C6 YDU~ SHARE OF QUALIFIED
NON.~ECOJRSE FI~ANCING CQ~R=) IS eQUAL T:l THe TOTAL DNRF SHOWN AEOVE
ON r1E 'PO:;T 1986' RJW F:lR ALL PROPF.RTIES FOq WHICH rc.u ARE NOT OEEIIEO
TO 8E RELATE) T~ THE MORTGAGEe.
TOTAL P.OI3
II\1.UOII"II.''1
ESTATE OF
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.o.. Print or l .
F E UMBER
21-94-1072
COMMONwtALtH O. '!NN'V'VANIA
IMH..nANel TAX lnulH
1..IDINT DKIDINt
WOLFE. ELAINE A.
(All pr.,.".,. "'ntl'l'''''".'' with Ih. RI,hl .f S"NI..,.hl, ",,,.t It. ..Itel..... .ft Sch.d"l. '1
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
l2.
13.
DESCRIPTION
VALUE AT
DATE OF DEATH
Household Goods - appraised value
3,115.00
1,800.00
1986 Oldsmobile 98 Regency Sedan - appraised value
6 - $20.00 - Travelers Cheques
Patriot News - subscription refund
120.00
UGI - refund
7.80
30.18
216.27
Cigna - Homeowner's insurance - refund
Estate of E. William Wolfe, Jr. - fanily exemption
Harris Savings Bank - Chrisbnas Club Account
No. 5-l80l4748 - Date of death balance, plus
accrued interest.
2,000.00
201.2l
PNC Bank, N.A. - Checking Account No. 5140092595
Date of death balance, plus accrued interest.
PNC Bank. N.A. - Savings Account No. 5130060696
Date of death balance, plus accrued interest.
Investors Life Insurance Company of North America
Poliey No. 10l12l9820
OWner: Elaine A. Wolfe
Insured: Rosann Coviello, daughter
Cash value as of the date of death -
2.127.03
15.157.49
4.685.62
Investors Life Insurance Company of NOrth America
Policy No. 101l2l9786
OWner: Elaine A. Wolfe
Insured: Frank Coviello. Son
Cash value as of the date of death.
2.198.08
F & G Life - Policy No. F394709 - Non-Qualified Flexible
Premium Deferred Retiranent Annuity
OWner: Elaine A. Wolfe
Annuitant - Rosann Coviello, Daughter
Cash value as of the date of death
451.41
95,357.71
Ul,846.40
Page 2 - Sub-Total
Page 3 - Sub-Total
TOTAL Also .n'or on IIn. 5, RICO Itulollon S
249,314.20
IA"och additlonol 1\0\- )( 11- thMtt tf more 'poce I, nMCIed.)
. ,
..,,<'i'>l.uv.......
SCHBDULE B- CONTINUED
BSTATB OF: WOLFE, ELAINE A.
14.
l5.
l6.
2l-94-l072
F & G Life - POlicy No. F358358
Non-Qualified Flexible praniun Deferred Retirement
Annuity.
Owner: Elaine A, Wolfe
Cash value as of the date of death
2,393.38
F&G Life - Policy No. F376119 - Non-Qualified
Flexible Praniun Deferred Retirement Annuity
Owner: Elaine A. Wolfe
Cash value as of date of death
l2,ll1.37
F & G Life - Policy No. F358338 - Flexible
Premiun Deferred Retirement Annuity
(Qualified IRA)
Owner: Earl Willian Wolfe, Jr.
Annuitant: Elaine A. Wolfe
Beneficiary: Earl William Wolfe, Jr.
Cash value as of date of death:
5,067.66
n. Eatate of E. Willian Wolfe, Jr. (21-94-1071)
stock:
Keyport - 070l00523l
F & G Life - F348680
Manhattan Natl. Life -
#028500145
Connecticut Mutual
#lOl4l99P
Investors Life - #10ll2l9783
1011219784
l0112l9785
l0112l9787
F & G Life F326743
F326744
F326747
F326749
Gross Estate
Less Deductions
Less Inheritance Tax
Net to Estate of Elaine A. Wolfe
15,300.00
l3,338.92
2,392.98
10,538.07
46,888.47
2.276.18
2,172.75
l,779.65
2,545.26
1,495.77
1,542.3l
1.542.31
1.542.31
103.354.98
(25.170.13)
( 2.399.55)
75,785.30
Page 2 - Sub-Total
95.357.71
.... '" -,,<.-' ~'..... f~- ....."..'" 'C_''''' ,
. , '
SOtmJLE E - (Dll'IKJEI)
ESTATE OF: ~LFE, ElAINE A.
21-94-1072
18. Proceeds from Annuities, Individual Retirement
Accounts, Life Insurance and Pension Plans on
the life of E. Willian Wolfe, Jr. (Husband)
Deceased: 9/22/94 - Estate No, 21-94-1071
Elaine A, Wolfe, wife & beneficia!:)' died on
December 4, 1994 prior to filing cla:lms for
the proceeds and benefits:
a. Fidelity & Guaranty Life Insurance Co.
Policy No. U7ll923 - Universal Life Insurance
Insured: E. William Wolfe, Jr. (Deceased 9/22/94)
Beneficia!:)': Elaine A. Wolfo, Wife
Proceeds paid to Estate of Elaine A, Wolfe 50,000.00
b. Transamerica Life Companies - Contract No.
7204110 - Individual Retirement Account
Owner: E. William Wolfe. Jr. (Deceased 9/22/94)
Beneficiary: Elaine A. Wolfe, wife
Proceeds paid to Estate of Elaine A. Wolfe 38,116.46
c. Fidelity & Guaranty Life - Policy No. 358339
Qualified IRA (Flexible praniun Deferred
Retirement Annuity)
Annuitant/Owner: E. William Wolfe, Jr. (Deceased 9/22/94)
Beneficia!:)': Elaine A. Wolfe, wife
Proceeds paid to Estate of Elaine A. Wolfe 5,002.09
d. Keyport Life iNsurance Canpany
Policy No. 090l000082-0l - Individual Retirement
Variable Annuity
Insured: E, William Wolfe. Jr, (Deceased 9/22/94)
Beneficia!:)': Elaine A. Wolfe
Benefits paid to Estate of Elaine A. Wolfe 11,529.54
e. CoreStates Hamilton Bank - Simplified Employee
Pension Plan - No. 951392360
Owner: E. William Wolfe, Jr. (Deceased 9/22/94)
Beneficia!:)': Elaine A. Wolfe
Proceeds paid to Estate of Elaine A. Wolfe 17,198.31
Page 3 - Sub-Total
$ 121,846.40
IIy.Uotl..IIJ..,
_9,~9_
~
COM.MONWIAltH 0' 'INNIYlV"'NI'"
INHunANCI 1.4.. .nUIN
IUIDIN' DICtOlN'
ESTATE OF
SCHEDULE F
JOINTLY.OWNED PROPERTY
Jolnllononll.l.
WOLFE, ELAINE A.
FILE NUMBER
21-94-1072
ITEM LmER I DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY
TENANT I JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. A '7/77 PNC Bank, N.A. - Checking
Account No. 5140237467 3,252.97 50% 1,626.49
2. B 3/93 PNC Bank, N.A. - Savings
Account No. 5130206704 423.9l 50% 211.96
3. C 3/93 PNC Bank, N.A. - Savings
Account No. 5130206712 49.99 50% 25.00
4. A 8/85 284.703 Shares Keystone
Balanced Fund (K-l)
@ $8.93 per share 2,542.40 50% 1,271.20
5. A 12/86 71.998 Shares - Keystone
Precious Metals Holdings
@ $22.15 per share l,594.76 50% 797.38
TOTAL IAI.o ontor on IIno 6. Rocopltolatlan) S 3,932.03
NAME
A, Rosann Coviello
B. Christopher Coviello
c.Theresa Coviello
Jolntlv-owned propertV1
,_~__.___._~C. ',," ",.. _.',"'~_"'"
ADDRESS
125 Pleasant View Terrace
New Cumberland, PA 17070
RELATIONSHIP TO DECEDENT
Daughter
125 Pleasant View Terrace
New Cumberland, PA 17070
Grandson
125 Pleasant View Terrace
New Cumberland, PA 17070
Granddaughter
(II more 'pan I, needed lnlert aclcljlional ,h.." o( ,orne dnJ
..
.....'111.. p."1
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
6.
B.
1.
A,
C.
1,
2,
3.
A.
5,
6.
7.
8,
-!~
COMMOHW.AUH O. PINNlfL....,.,IA
lNHunANCI 'AI U1Ul,.,
_nIOINT DICIDIN1
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.e Print or T e
WOLFE, ELAINE A.
21-94-1072
DESCRIPTION
Funoral bpen....
Myers-Harner Funeral Home - funeral expenses
Mother Natures Flower Shop - funeral flowers
Rolling Green Cemetery - grave opening/closing
Jan Custer, Pastor - funeral Hervice
TransAmerica Printing - memorial pamphlets
Rosann Coviello - funeral brunch
Admlnl.tratlve Ca.t..
P.rlanal R.pr...nlatlYll Commlulonl Rosann Coviello
Social S.curlty Number 01 P.rlonol R.pr.ltnlalivOl 175 48
V.ar Commlulan. paid 1996
320]
2,
A"ornoy F... - Johnson. Duffie, Stewart & Weidner
3.
Family Ex.mpllan
Claimant
Addrtu 01 Claimant 01 docodonl'l doath
Slrool Addro..
Rolatlonlhlp
City
Slato
Zip Cado
Probato Fe..
- Register of Wills - Cl.I1lberland County
MI...llaneau. Expen...i
Cumberland Law Journal - advertise letters
The Patriot-News Co. - advertise letters
Register of Wills - short certificates to administer Estate
assets
Chuck Bricker - household goods appraisal
Thanas F. O'Byrne, Cl\S - real estate appraisal
Commonwealth of PA - renewal - Oldsmobile registration
Gene!al Accident Insurance - Oldsmobile insurance
Bre'nner Motors - Oldsmobile repairs/Inspection
Sub-'lbtal fran additional sheet
TOTAL (AlIa .nler an IIno 9, Rocapllulalion)
(II mort .pac. I. n..d.d, Inltrt additional .h.." 01 .ame ,"e.)
.'
AMOUNT
5,025.00
333.90
655.00
100.00
l31.25
29.15
l5,500.00
l5,500.00
297.50
40.00
59.08
39.00
60.00
225.00
24.00
299.00
410.35
25,322.09
S 64,050.32
',,'s--"'-';"
"c"~~"r~~'~~,\ ("~-",-,"-;,;'.,....;;,.~,,~:..-,c:.;"~~~:--:;: ~-'~:;~
.
j'
r
/
~
,
sau;DJLE H - CXJfl'DAlED
t-
EBtAte of WOLm, ELIUNE A.
2l-94-l072
C. Miscellaneous Expenses:
9. Maintenance/Sale - 325 S. 31st St.
Waste Management - refuse
Pennsylvania Power & Light - electric service
PA Water Canpany - water service
AT&T - final telephone rental charges
Bell Atlantic - final telephone service charges
West Shore Oil - oil deliveries
001 - gas service charges
Ann Markley, Tax Collector - real estate taxes
due at settlement 3/3l/95 - County
Notary Fee
Camp Hill - sewer charges thru 3/3l/95
lO. Checks which cleared after death - PNC Checking
Account No. 5140092595
Check No. 1254 - Harris Savings - Deposit to
open Christmas Club
Check No. l26l - Camp Hill - Sewer
Check No. 1263 - Bill - Snowblower repairs
33.45
l05.26
33.68
l4.55
77.68
l05.79
290.97
115.34
5.00
24.99
200.00
50.00
90.38
ll. Register of Wills - file Inventory and Inheritance
Tax Return
25.00
12. Reserve for close-out costs
l50.00
13. Internal Revenue Service - Fiduciary Income Tax
payable as a consequence of income in respect
of a decedent (E. William Wolfe, Jr. - Date of
Death: 9/22/94 - Estate No. 2l-94-l07l)
received by the Estate of Elaine A. Wolfe (for
IRA Accounts: IRA Annuities: and Non-Qualified
Annuities. )
24,000.00
Sub-Total
$ 25,322.09
!~
.
'';;
. "
...",,,,, "", '*'
COMMONWIAlIH Of 'IN'd"WoNI.
INHllllAHCI 11.. 'IlUtN
InlOINt DICI0IN1
ESTATE OP
ITEM
NUMBER
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI. a.. Print or T .
PILE NUMBER
21-94-1072
WOLFE, ELAINE A.,
DESCRIPTION
AMOUNT
1.
5.
UGI - deceden t 's account - service 10/17-12/16/94
Bell Atlantic-PA - decedent's account
Pennsylvania Power & Light - electric service ll/16-l2/l9
decedent's account
PNC National Bank - Visa Account No. 4081-7040-1035-0636
balance
J\rrerican Lawn Service Co. - decedent's account - removal
of maple tree on 11/30/94
Lane Bryant - decedent's account balance
Texaco Credit Card Bank, N.A. - Account No. 73-334-0839-6
balance due
Sears - Account No. 54 84129 03036 8 - balance due
SpringHouse Direct - Nursing Review System update pages
purchased
PNC National Bank - Account No. 5436 8140 1033 0543
balance due
Publishers Clearing HOuse - balance due for magazines
purchased - Order No. 1012-8016-0505
Femily Medical Center of Canp Hill - decedent's account
balance not covered by insurance
PM:: Bank. N.A. - Principal and interest due on Hare Equity
Loan No. 40349000012019 - (325 S. 31st St., Canp Hill)
Intemal Revenue Service - tax due on 1994 - Fbrm 1040
PA Deparbnent of Revenue - tax due on 1994 PA 40R
R. \\In. Wire Associates. P.C. - preparation of 1994
federal. state & local returns
Investors Life Insurance Co. of North J\rrerica - balance of
loan due on Policy No. 101 1219820
Cellular One - balance due
Mother Hubbard's Kitchen - faucet repa:irs
Blue Dog - Pet supplies
Sammons Communications - Cable service - November/December
PNC National Bank - Visa Account No. 4081-7040-1035-0636
Account closed - closing balance
Camp Hill Fire Co. Ambulance - Service 12/3/94 - not
covered bY insurance
300.00
204.30
44.77
2.
3.
4.
68.67
1,246.28
6.
7.
117.50
311.58
8.
9.
57.49
942.23
10.
19.56
33.06
13.94
10.00
28.179.67
8.535.00
114.00
400,00
4.155.17
89.88
49.89
, 66.09
106.31
5,56
TOTAL (Abo entor on line 10, Recapitulation)
(If mo,.. .pan is ",.cI,cI, ins.rl additional sh..ts 01 sam, lire.)
$ 45.070.95
, '
PNe N.tlon.1 O.nk
ComUl11l'r 1.C'udh1i:
M,S, IUHIl,fJ~
HI:' Udll'\U" I',ll}..",l\
1I'III11IIgl<'", m: 1l1~1l\1
!l../~" ,; . '",..o'tJ'I.::n.
11, .. ~...~ V IL...!J
CC(Q)~)f
.j.. , 2 7 1995
Li\IjIl'~UII, lJurt It
~TEl~AIF "'iD 1"F.IDNfR
PNClBANK.
January 23, 1995
Mr. Edmund G Myers
Johnson, DUffie, stewart and Weidner
301 Market st.
P.O. Box 109
Lemoyne, Pa. 17043-0109
Re: Estate of Elaine A. Wolfe
E. William Wolfe. Jr.
c'
Dear Mr. Myers:
This letter is in response to your request for information, dated
January 13, 1995, on Mr, and Mrs. Wolfe's account mentioned above.
The balance on the account as of September 22, 1994, Mr. Wolfe's
date of date, was $28,980.65, On December 4, 1994, Mrs. Wolfe's
date of death, the balance was and remains $28,179.67.
As of the date of this letter, we have not received any monies from
the insurance company.
Very tru~:pur~ .
. i.--!A-// )UA-~
John R. Mark
Banking Officer
Central Customer Assistance
01.103~.(I
.
IIV.ljIJ." IJ'~
..
CO",..,.OHWIAI'" Of .INNnlVANIA
,""lInAMal" .nUI"
.IItDlNfDlClDINl
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-94-1072
ESTATE OF
WOLFE, ELAINE A.
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1,
A. Taaabl. a.qullts!
Earl W. Wolfe, III - 447 I1UT1OOl Ave. #2
Lemoyne. PA 17043
stepson
One-fifth
Tangibles; One-
Fifth Residue
One-fifth
Tangibles; One-
Fifth Residue
One-fifth
Tangibles: One-
Fifth Residue
One-fifth
Tangibles; One
Fifth Residue
One-fifth
Tangibles: One
fifth Residue
Policy of
Insurance
2.
Richard S. Wolfe - 737 l/2 Avenue C
Redondo Beach, California 90277
Stepson
3.
Jeffrey C. Wolfe 325 S. 31st Street
Camp Hill, PA l70ll
Stepson
4.
Tlinothy K. Wolfe - 938 N. Fig #2
Escondido, California 92026
Stepson
5.
Rosann Coviello - 125 Pleasant View Terrace
New cumberland, PA 17070
Daughter
6.
Frank Coviello - 2613 O'Brien Place
Escondido. California 92027
Son
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charilabl. and Goyernmental a.qulltll
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13. Recopltulotlon) S
(If more .pac. I. n..ded, In..rt addltlonal.h.... of ,ami .In)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
,
,
)
15:
Rosann Coviello
.ccordin9 to I.w, d.po..s .nd uys th.t Sh. is Executrix
0; the Estat. 0; Elaine A. Wolfe
I.t. 0; _!:pe Bot:quqh_ClC<;:.!!"Y Hill:._ , Cumberl.nd County, P'.. d.cI...d .nd thot the
within Is .n inventory m.J. by Rosann Coviello . the uid Executrix
0; the .nll" ....t. 0; $lid d.c.d.nt, consislln9 0; .11 the person.1 property .nd rul ..tate, IX..pt rul ..tale ouhld.
~h. Commonwulth 0; PlnnsylYlnl., .nd the! the Fi9ures opposite u.n itlm 0; the Inv.ntory "pres.nt it's r.lr v.lu.
.. 0; the d.te 01 d.c.dlnt's duth.
b.in9 duly
sworn
Sworn to .nd ,ub,crib.d b.;or. m.,
~~ ,{JtJ,
~A/l\~ .J '-43An:dJ..w
19
95
.~ 6" 1
rdtUuL tJrA'ftlA. ;;-1/L~,/[I;r~
hee,,'., . AJm'"I.tr.t.,
Rosann Coviello, Executrix
125 Pleasant View Terrace
o.t. of outh
Notarial SIll
IlBy L. Bistline, N
~ Boro. Cumberl County
My Conrnlulon Expires N ,23,1~
f\....J1vanIa AIIooIatlon ,...,..
September
ew CUmberland, PA 17070
.Aocid,...
2200
1994
D.y
M.",h
Y..,
INSTRUCTIONS
I, An Inv.ntory mu.t b. fII.d within th". month. .fter .ppolntm.nt 0; p.rson.1 "p"untativ..
2. A .uppl.m.nt Inv.ntory mu.t b. FiI.d within thirty d.y. 0; discov.ry 0; .ddition.1 "~~~:f
l. Additlon.1 ,heeh m.y b. .It.ch.d .. to p.rson.lly or ".lIy ,
4. See Articl. IV, Fiducieri.. Act 0; 1949.
..
Ir--!
,
"11
'"
"
-I
s
~ :J:: .,;
~ w J .
~
~ ... ~
w ~ G
C. U ~
0 G
0 '" Q '" ..
w '" w .... ~ ~
t- ::I: c. \,\" ~ 0 .; c. ~ iO\
z ... -'
\,\" -' -< 0 '6, c.
~ W 0 -< w 2' i- f-o
'" :l -<....
> Z S c
Z 0 Q , :s , )(
,; '" Z ..; ell 0 t.:l ell
'" u -
:: I w -< ~ 'E
c. ..., 'I
I ~: c ~ 0,
- ~
I 0 :; .
'"
.D ..., ...
.!! e ~ 0
0
I: . . u::
-' u '"
Inventory 01 the real and personal estate 01 d / _ 95. 107 oR
, <l
~:. j
~!J
t~j
~h1~'1
~,:"1
" "
i
i
I
j
:.j
I
i, j
:> ~l ~
.';.,;
.,
.
.j
" ;j
ESTATE OF ELAINE A. WOLFE deceased
1. Real Estate - No. 325 S. 31st Street, Borough of Canp
Hill, Cunberland County. Pennsylvania
Sale Price
2. 10 Units of Realmark Property Investors L.imited
Partnership-V, a Delaware L.imited Partnership
The 10 Units represent a .046184% interest
in the Partnership.
Date of death value of decedent's interest
3. Household Goods - appraised value
4, 1986 Oldsmobile 98 Regency Sedan - appraised value
5. 6 - $20.00 Travelers Cheques
6, Patriot News - subscription refund
7. 001 - refund
8. Cigna - haneowner's insurance refund
9. Estate of E, William Wolfe, Jr. - fanily exemption
10. Harris Savings Bank - ChristJnas Club Account No. 5-l80l4748
11. PN: Bank, N.A. - Checking Account No. 5140092595
12. P~ Bank, N.A. - Savings Account No. 5130060696
l3. 1,480,073 Shares - MFS Total Return Fund-A @ $12.36 per share
14. 3.059.067 Shares - MFS Growth Opportunities Fund-A @ $10.90 per share
15. 2,712.457 Shares - Keystone Strategic Growth Fund CK-2)
@ $7.17 per share
16. 714.940 Shares - Keystone Precious Metals @ $22.15 per share
17. F & G Life - Policy No. F358356 - Retiranent Annuity
18. F & G Life - policy No. F376l19 - Retirement Annuity
19. F & G Life - Policy No. F358338 - Retiranent Annuity (Qualified IRA)
20. Cash - Estate of E. William Wolfe. Jr.
'.-.
.':1,
d
~ \' 1 J
:11
<:11
:, ~ . t
:J'"
i~i<!
.C~;:l
";,,-1
1:."',t
21. F & G Life - Policy No. U7ll923
22. Transamerica - Contract No. 7204116 - IRA
23. F & G Life - Policy No. 356339
24. Keyport Life - Policy No. 0901000082-01
25. OoreStates Hamilton Bank - SEP - Plan No. 951392360
26. Keyport Life - Policy No. 0901000086 - IRA Account
27. Transarrerica Life - Contract No. 7204111 - IRA account
28. Investors Life Insurance Co. - Policy No. 101-12l9669
Beneficiary: Estate of Elaine A. Wolfe
TOl'AL
l37,900
00
4,840 00
3,115 00
I l,eOO 00
'I 120 00
I 7 80
30 18
I 216 27
2,000 00
I 20l 21
2.l27 03
I 15,157 49
18,32 30
33,34 83
19,44 32
l5.83 92
2,393 38
l2,ll1 37
5,067 66
75,785 30
50.000 00
38,116 46
5.002 09
11.529 54
17,198 31
10,944 21
8,789 15
50,000 00
541.40
62
.-."_. __...4...._,.... "_
"
......-. - -- .- ._- - -.. ._--. ......'-
.' .. . ,.,
'.
....
'1I~.)''\..:.i..~...;..;.'.'~..:A..... <0....'8'..2..2.8'.'.. '8'.. ~MMONWEALTH.OF.PENNSYLVANIA
.!'~~, '.. ..... :' . ." .' . DI'ARTMINT O. RIVINUI.. .
I j;;,(.j' i., 'fer'.'. U' ..' O'P1CIAL IIICIII'1' .. 'INN SYLVANIA INHERITANCE AND ESTATE TAX
! -
- ~- -'-- ..- --.--..-'-- - -..- .------ - ------- - ------
~~(),'
...~
RECEIVED 'ROM,
&
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
"
MVIRI IDMUND B
301 MARKIT STREET
P 0 lOll 109
LIMOVNE, PA 17043
Av1
.', 1& 1.1'0
'CXDHflf
... '010 Hili
UT"TlINIO~MAlION,
e 1-1994-1 071
I I
WOLFE ELAINE A
SSN 171-3b-1500e
IFIR$TI (Mil
M DA
REMARKS
m TOTAL AMOUNT PAID
.7,717.115
DO
SEAL
ROSANN COVILLO
C/O EDMUND G MYERS ESQ.
CHECK" lee
..jJ
)'{ ) ~ "1.. ,-1//! /
R
MARY C. LEW IS, ,. j/Ui/j !:
REGISTER OF WILLS
'i
(.
REGISTER OF WILLS
- - -.- - - - - ~--~ ---::""""",_~,.-:'-""7..~ ~_~ -.- ~------ ----.~ --- - ---- - - -- -~ ,..~. ~;.,.~~-7-~~~,"'~f;!i1
, '!. t' .'.
'i.. Y.......,
'6 -.
. ."
-:' -~
,)
I
~'
~, ..,
~, .
",
t
~ "
.f
...-
-- ';"-'-
-,. " " r-"'-
. -..-- -.--.' -~-' -.
'''~ ....JJ"I'~ -- t
'.' .-. --. .... -.....
. ."
~
/5-s-/;J
o~
c '
V'
REV-1547 EX AFP (12-95*
CO~fALTH OF PENNSYLVANIA
DEPIJITHfNT OF REVENUE
II.MUU OF INDIVIDUAl TAMES
DEPT. ZIOUl
HARRI"URO. PA 171ZIaD6DI
NOTICE OF INNERITANCE TAM
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
ACN 101
DATE 03-18-96
o FILE NO. 94-1072
DATE OF DEATH 12-04-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUDNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAM
PAVNENT TO TNE REGISTER OF WILLS, NAME CHECM PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMDYNE PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount Ra.Htad
ES (ATE OF
WOLFE
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'v:is4j-ix-"f'p-nZ:9ifj-iiii'ficnWi"NHEiiiTli;ici-;:AX-iippjiiiisEifiii'i'-,u"i.i:owiiN"ci-iirinmum--um
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELAINE A FILE NO. 21 94-1072 ACN 101
TAM RETURN WAS, I ) ACCEPTED AS FILED ( X) CNANGED SEE
APPROVED DEDUCTIONS AND EXEMPTIONS:
40.050.32
9. Funeral Expen.e./AdM. Co.t./Hi.c. Expen.e. (Schedule H) (9)
10. D"bt./Hol"tgage LbbiliU../Lian. (Schedul. 1) nO) 45.070.95
11. Total Deduction. (11)
12. Net Valu. of Tax Raturn (12)
13. Charitab1a/Govarnllantal aequa.t. (Sch.du1. J) (13)
1ft. H.t Valu. of Eat.t. Subjeot to T.lC (14)
NOTE: I~ an assessment was 1sBued previOUslY, lines 14, IS and/or 16, 17 and 18 will
re~lect ~19ures that include the total o~ ahh returns aBsesBed to date.
ASSESSMENT OF TAX:
15. AMount of Lin. 14 at Spou.al rat. (15)
16. AMount of Lina 14 taxable at Linaal/Cla.. A rat. (16)
17. AMount of line 14 taxable at Co11.t.ral/Cla.. Brat. (17)
18. Principal TalC Du.
TAX CREDITS:
PAVNENT
DATE
02-28-95
10-27-95
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 E.t.t. (Sch.dul. A) (1)
2. stock. and Bond. (Schadul. 8) (2)
3. Clo..ly H.ld Stock/Partn.r.hip Intar..t (Schadula C) (3)
4. Hortg.ga./Nota. Racaivabl. (Schadula D) (4)
5. C.ah/Bank Depo.it./Hisc. Parsanal Property (Schadul. E) (S)
6. JoJntly awnad Proparty (Schadul. F) (6)
7. Transfars (Schadul. 0) (7)
8. Total A...t.
137.900.00
86 ,951. 37
4.840,00
.00
249,314.20
3.932.03
,00
(8)
,00
397,816.60
,00
M ,03.
M .06.
M .15.
U81
RECEIPT
NUNDER
AA022886
AA082268
DISCOUNT (oj
INTEREST (-J
736.84
119.55-
14.000,00
7.717,15
ANOUNT PAID
INTEREST IS CHARGED FROM 10-28-95 TO 03-26-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
DATE
ATTACHED
03-18-96
NOn CE
482.937.87
At:; .", ':'7
397,816.60
.00
397,816.60
.00
23.869.00
,00
23,869.00
22,334.44
1,534.56
57.23
1.591.79
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAVNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU NAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FDR INSTRUCTIONS,l
,
,
.~~ .
JIIHRVAtlDNI htat.. of deced..,U dying on Dr bdo,.. Dleellb'" 12, IUZ .- If any future lnt.,.nt In thl ..taU Is trlll't.hrrld
In po.....lon or ..,jOy""t to Chu I (collaUull beneflcla,.l.. 0' thl dlced.nt ,ftl" ttM l.plnUon of any ..t.t. 'or
11" or for V""" thl Co..oow..lth hereby I.pr...lv r.I."VI' thl right to 89P,..I.. and ...... trln"a,. Inh.rlt~. Tlx"
at thl lawful el... . (calhtarlU rata on any loch futu,.1 InU,.nt.
P''tIC", I
Detach thl top portion of thl. HotJu and ,ublllt with your ply..nt to thl Rlahta,. of Willi printed on thl nVlrll sidl.
--Hak. ctMck or IIOMV ord.,. payabla tOI REGISTER OF MILLS, AGENT
AU plyHnh recIlvlld &Mill first bl appUad to any lnU,.n' which ..y bl d\M wlth any ""llndel"' .pplied to tM tllC.
Rf.,laCD (CAli" refund of . tllC credit, which wa. not r.qu....d on thl Tell Rdurn, ..y bl r.qunted by cOIPlaUna an "Application
'or R.fund of Penn.vlvanla Inh.rltanc. Bnd E.tata Tlx" (REV~I)I)). Appllc.tlon. .r. Iv.ll.bl. .t the O,flc.
of tha Rallbur a. Nll1', MV of the n R.v.nua Dhtrlct Offlu., or by c.11lng the ,pllel.1 24~hour
en.verlng ..rvlc. nuBb.rl 'or for.' ord.rlngl In P.nn.vlvllhl. l-aOO-562~20S0, out.ld. P.nn.vlvanl. and
within 10c.1 H.rrl.burg IIr.. (717) 7a7~a09~, 100' (717) 712-2252 (H..rlna lap.lrlld Only).
To fulfill the r.qulr....,t. of s.otlon U4D of thl Inh.rltancl and E.t.t. lex Act, Act 2Z o' 1991. 12 P.S.
SICtlon 2140.
_Of
HOUtEI
OIJlCTIONSI Any p.rty In Int.r..t not ,lItl.fl.d with the appr.I....nt' .110..anc' or dl.1l1Io..lInc. of dllductlon., or .......ent
of talC (Incluctlng discount or Int.rlllt) II .hawn an thh Hotlc. "".t obJ.ct within .lICtv (6OJ d.y. of rec.lpt of
thh Notlu bYI
--..rltten prot..t to thll PA nIlP.rt.llnt of RIIYllnu., laIrd of Applllll., O.pt. 281021, H.rrlsburg, PA 11128-1021, OR
--1I1Ilctlon to hay. the .aU.r dat.r.ln.d .t audit of thll IICCOunt of the p.r.onal repr...ntlltlv., OR
__app..1 to the Orphan.' Court.
AOHIH
IIfRAUvt
CORRECTIONSI
a I SCDUH11
FactuIl .rror. dhcov.r~ on thb ........"t .hould b. .ddr....d In writing tal PA a.plrta..,t of R.v.nu..
aur..U of Indlvldulll T.IC.', AllHI Po.t A.......nt R.vl... Unit. nllpt. Za0601, H.rrl.burg, PA 1712a~0601
Phone (717) 717-6501. S.a pilla) of the book..t "In.tructlon. for InhllrltanCII TalC Rllturn for. Ruldent
Dllcedent" (REV-ISOI) far en .xplanatlon of ad.lnl.tr.tlvaIY corr.ctabl. .rror..
If any tax dull Is p.ld within thr.. U) c.l.ndar .onth. .fUr thll dllced.nt.. d.ath, . flvlI pllrunt (S:.() dhcount of
the t.1C p.ld It .11ow.d.
lntllr..t Is ch.ro-d belllnnlng ..lth first d.v of d.lInquancy, or nlnll '" Bonth. and one U' d.V frail the date 0'
death, to the date of p.y.."t. T.xIII which bec..e d.lInquent b.'ore Janu.rv 1, 1,8Z ba.r Inter..t .t the rat. of
.Ix (6:<' p.rcent pllr ant'IUII calcul.t.d lit . dalh ret. of ,000164. All t.XII' which b.c... delinquent on and .ft.r
Janu.ry 1, 1982 ..III be.r Int.re.t at a rate which ..Ill v.ry frail cllland.r yaIr to caland.r y..r ..Ith th.t rat.
announc.d by the PA DIIP.rt..nt of Rllv.nua. The applicable Intarll.t r.ta. for 198Z through 1996 ar.1
'!!!! tntara.t A.t. O.Uy InUr..t Fllctor !!!r Int.rnt Alt. O.Uy Intlr..t Factor
198Z ZOX ,DDOSItI 1981 'X .000241
1985 l6X .000458 1988-1991 11:< ,D00501
191" llX .DOnDl 1992 'X .000247
1985 I>X ,DD05S6 1993"1994 7X .00019Z
1916 lOX .00OU4 1995-1996 'X ,000247
--Inter..t 1. c.lcul.ted ., follow.l
INTERU1,
IHTEREST a BALAHCE OF TAX UHPAID X HUnBER OF DAYS DELIHQUEHT X DAILY IHTEREST FACTOR
--Any Notlca lllulld aftar the hx baco... delinquent ..111 raflllct en Intarut c.lculaUon to flft.., (15) d.V.
bllyond the d.ta of tha .......ent. If pav.llnt Is ..de after thll Int.r..t ca.putlltlon date .hown on the
Hotlc., addltlon.1 lnt.r..t .u.t be c.lcul.tad.
.
...101&101....."
.,
..
-
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT Of REVENUE
IUAIAU O' INDIVIDUAL TAXES
DEPT,2I0601
HARRISBURG, PA 17128,0601
DECEDENT'S NAME
fiLE NUMBER
Elo1ntl A. Wolfe
2194-1072
ACN
101
5CHEDULI
ITEM
NO.
EXPLANATION OF CHANOES
"
13
R~,c:I,!!~!!d to__:p;~r.o. ,J'tdu,c1,4ry _.,l!\,co.... _ texes 0 reo _!l,Qt _ ,/IJ_ ~ QI!,l!b,I_'Ld_~c:I.l!~_t.!~!l!!._f.9,r,____,
Pennsylvan10 1nherltanco tex purposos.
0_. __...____._._.... ___. _,.... "h_'", ____ .._ ____._._.,,__ _____........_ ~. _ >. > ___
._0' _ ,_'._._~._,_ __ __.......__...__ _~_~..__.'______~_ ._~___
.'"..----~----.-.-.---.-.-..-.--'.~.--.. ~r__'__ ___0.._._____.______. ___...+"._&. __. _..'. _. .,._. '.4."'.._~_._.__..____._....._."'........ ___.._.___
-~~~ _._--------_.-~- - -~. .~-~-._-~--_. _..~~~~~- ---.------... -_.~ -*-_."'~~ ~-_._.~---_.-....-------_._.~,--~-_.~....-._~
'-p--~ ._---_._-_.._~._-------~-..----_.~_.~._--~~-~---- ~ --"-....-~-~~"""'..~~------~--.......-.._---~~_....._--
----.. ..-- -- ..-.....----.-..---------,.--.. ..-............--.. ~_.... ~..._------------,_._~ -~..---.~-~ -.-
~----------...--~-.._---- ----~-----------.-.._--_.__...--...~...._----------_...-....._..-~---------- ---
.-._..-.._---_..,.--~_._.._._------------,-........--~-----~-------._-~-,..-------
-,.--_._----...----_._._~'.'---...---. --_-...._~...._----.._----...-
._-_._--~
--------_.~-_...~--~..,...-----.~.__.----~_.--::'--~-..----:-:-.------_.....---........._-_.*---~-~--_.
- '. -.
'- - -.--.' ....- ....,-
-----...--.....~-------..--_--~---.._._---..~....._..._--..--...--------~-----_.._-...-----
~.~----:-----...-~..~----~--------------------_.---:..._..;......,-_.......,;.".:..;.;.;~.;...;,...
..__..._--~-.-:"'""_-----_._..."'------~..__.__....-_._._--_...----........,."..--.......--...
._._----_..~- ---_..._-_.._---~~--~-_._~_.._---~--~_._-~-~.-----,---_._--------------------------.--
--~----_._...._--_._--_._._-~----_....--.-~.__.-._- '~~~_'"'-_'__'_":"-"'---~--">-~---'--------'-------_.._-----_._.-
-_._-_._------_._--.--.~.--.~.-~.., ""---~-~'_._--'-"--'-'." '---~_.-~.- .'-"--~~-...._--"-,, ~..._._~ ....---..--- ----"--_.~'-_..---"'- -.. "_.~---_.
,.,. .....__~_____~._..___..__..,,~. ~. u"._., .....'.,'..... ..~ ..
--. ..~ ~-_..-.. -.. ..,.. .~.- ,.-,.. --~~. ~....__._----_.._,-~ -'.' ,
"."..-.-.----.---.-,- ...., -.. ...'-- "-'-"-'" ~_..__. '--"-'. ,,-_.~---,...----,~--- ....-...----
-~ --. _.~. ~_.-..._~ _".._ .,._..~____~._____~.._.u..._. .___..~. __ ...... _____._..._ _"_'.'___'~.'___'~ ..._..._.______.___~__" .___~__.___.~_ __...__ . _."
. . -~-"..--~-~-------~ ~." _.. ___... _"n ~".."___ ~ .___ ___.___ _.____...._. ._.__.______ _ ..~_.__~___"._____.._ _.__~ ._. ._'~...__
-~-.'~-----~~-- -'-~_..__....._.. _..."... v. __. w ~ ..... ..,.~.____ ___ .~_ _,~_. __..... .__..
--.~".---..... ~_~_~_____ ___-o-n"~_...'
"--------,---___~_ v_"_ _' ...._._~~,_ .n .~...___~__...___'c____.~_. ~~__~_..___~.__. .
,
TAX EXAMINER,
John Rum!>
PAGE
'-'.~ ,.. .._~~.-_._._.,-" .......
r/
REV-483 EX AFP 112-9~)
COHHOHWEAL tit Of PENNSYLVANIA
Dt:PARTHEHT OF REVEHUt
BUREAU OF INDIVIDUAL TAkES .
DEPT. 210601
HARRISBURG, Pi 17IZ'-0601
/5 5-(?-
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
ACN 201
r;ov..v'
DATE 03-1B-96
S WOLFE ELAINE A FILE NO.21 94-1072
DATE OF DEATH 12-04-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TD THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AGENT".
REMIT PAYMENT TOI
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOVNE PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..Ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
Rifv:4iji-ix--AFP--{i2~95i-----.".-NiificE-"OF--ciTifRHiN-ATio"N-AN-C"AS-SESiiHENir-------------"-----"--------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN MM
ESTATE OF WOLFE
ELAINE A FILE NO.21 94-1072 ACN 201
ESTATE TAX DETERMINATION
DATE 03-18-96
1. Credit For State Death Taxee a. Verified
.00
2. Penn.ylvania Inherit.nce Tax A.....ed
(Excluding Di.count and/or Inter..t)
23 .132 ,16
3. Inheritance Tax A..e..ed by Other State.
or Territorie. of the United State.
(Excluding Di.count and/or Intere.t)
,00
4. Total Inheritance Tax As.e.sed
5. Penn.ylvania E.t.te Tax Due
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT 1+)
INTEREST (-)
AMOUNT PAID
If!
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE ,00
INTEREST .00
TOTAL DUE ,00
_IF ~AID AFTER THIS DATE. SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAH .1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIOHAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
PURPOSE Of
HOTlCE I
To '1.11'111 the r.qulr...nt. of S.atlon 2145 (b) of the Inh.rltanc. and Eltat. 'ax Act, Aot 22 of 1991.
(72 P.S. S.atlon 2145).
PAMHfl
D.tach the top portIon 0' thll Hotlc. and lubelt wIth you~ p.y..nt to the Algl.tlt a' WIlli prlnt.d on the
rlv,~" dde.
.. HIIk. check o~ .on.y o~d.t p.vabl. tal REDISTER OF HILLS, ADENT.
All plVlentl r.e.lv.d .h.11 bl appll.d 'Ir.t to any Int.r..t which .IV bl due with any r"llndl~ IPpll.d to the tlX.
REfUND (CA)I A rl'und 0' I tlX er.dlt ..y b. r.qu..t.d bV cOlpl.tlng an "Appllcltlon 'or R.'und 0' P~lylvlnll
Inhe~ltencl and E.tltl fiX" (REV.ISIS). Appllcltlon. .rl aVllllbl. It the O"lcI 0' thl Rlgl.tlr 0' Will.,
anv 0' the ZS Rlvenul DI.trlct O,'lcI. or 'rat thl DIP,rt..nt'. Z4-hour an.w.rlng ..rvlcl nueblr. for 'or.. ord.rlngl
In penn.vlvanll 1.100-S62-Z050, out.ld. Penn.ylvanla Ind within 10c.1 H.rrl.burg .r.. (717) 717.1094,
fDD' (717) 77Z-2Z5Z (H'I~lng I.p.lr.d Only).
OBJECTIONSI
Any p.rty In Int.r..t not ..tl.,I.d with thl ........nt a' t.x .. .hown on thl. notlc. "V obj.ct within
.Ixty (60) dlY, 0' rlcllpt 0' thl. Hatlc. by'
"wrlU.n pro tilt to thl PA Dlpert.'nt af RIV.nul, lo.rd af APP'llI, D.pt. Zal0n, Herrhburg, PA 17121-1021, OR
...hctlng to hlv' thl ..tter dltlr.lnld It ludlt of thl Plrson.1 tlPrlllntltlv., OR
--'PPI.I to the Orphan.' Court.
ADHIH-
ISlRA TIYf
CORRECTIONS I
F.ctu.l .rror. dl.cov.rld on thl. ........nt .hauld b. .ddr....d In writing tOI PA D.plrtlent of RIV'nu.,
lurelU of Incllvldull TlxlI, ATTHI Po.t A.......nt Revl... Unit, Dlpt. 21D601, tterrhburg, PA 17UI-0601,
Phone (1171 7I,-65D5. s.. pig. S of the bookl.t "In.tructlon. far Inh.rltanc. r.x R.turn 'or. A..ld.nt
D.c.d.ntR (AEV.ISD1J far In .xplan.tltn of Id.lnl.tr.tlvlly corr.ctlbl. ,rror..
INTERESf1
For dmt.. of d..th on ar .ft.r 10-S.91, P.nn.rlvlnl. E.t.t. fiX b...d on the Fld.r.1 E.t.tl fiX
r.turn bleo'.. d.llnquent .t the ..plr.tlon of nln. (091 .onth. fro. thl dlt. of d'lth.
For d.t.. af d..th prior to to.S-91, P"""ylvlflla Estlt. fix bl..d on the F.der.l E.tlt. fix return
b.co... dllln~nt It the .xplrltlon 0' Ilghllen CIIJ .onth. frol the dltl of d..th.
'ax.. which b.c... d'llnqu.nt b"or. Janu.rv I, 1'82 b,.r Int.r..t It thl rlt. 0' .Ix (6~) p.rcent p'r ~
c.lcul.l.d .t . d.lly rlt. of .000164. All 11M.. which b.e... d'llnqu.nt on or .,t.r J.nu.ry I, 19.2 will b..r
Intlr..t .t . r.t. which wIll v.ry fro. cII.nd.r YI.r to ell.nd.r v..r ..Ith th.t r.t. ~ounc.d bv Ih. PA
D.p.rt..nt a' A.venu.. Th. .pplle.bl. Int.r..t r.t.. for 1912 through 1996 .r'l
'!!!! Int.rllt A.t. O.llv Interllt F.etor V..r Int.rllt R_t. O.llv Interllt Feotar
1912 ZOX .00051\. 1987 .X .000Z47
1915 I6X .aaDUI 1'11.1991 'IX .GODSDI
19'" llX .00DSOI 199Z .X .00DZ47
1985 m .000SS6 1995-1991\ 7X .000192
1916 lOX .000Z74 1995.1996 'X .0002'"
....Inter..t It c.leul.t.d .. '0110\1111
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. I..u.d .,t.r the t.x b.cu.o. d.llnqu.nt will r.fl.ct an Int.r..t e.lcul.tlon to 'Ift..n (ISJ dlYI
Myand the det. 0' thtl ........"t. If pIVllent It ..dl Ifter thl Int.,..t co~t.t1on d.t. .hawn on thl
Notlcl, .ddltlon.l Int.r..t lU.t b. cllcullt.d.
.," -, ~- -~~ ''''.- .
~-,.:.L_ "__
I
..,. ... ._" -- -_._- ~-.. ._- .--- -.- -- ...- -- --~
.;!il~~~;';\':" ,;W~1"~f'1r'if~;;rl-;:;1t(;~;~A';i ~'iH~-~' i1.::':;",.~:;':,j"\~- t~.y~~:~ :.,:t- "'.'; ',:o~ rJ:'t/'" \~'.~, ~.~~'1.};:'Vl:;::~J1r"Jr~;;~:;~
" >' ~.A" 0.'..1>1"5 "'AN,A-"o'" ".' ,',', ,:'.,,, ""'1"1':",:" '.,' '''1
}j , . ~"J!!"1'!. "'" r::(~ '" .,,'" ';,., :"'~~, ..r -fc! .\.i!~.:;!~','t'H .~ .-: .
t I' .~<~'_._'''''- "....'!l'MN'.. -U"li'i""~"'i',.,,!'!I,:;:"";'~'i'.,;,'o;,<,"Y!!"i':tIr, ,,~
. " : t ".r, -xl,..:"'I' .;.,i: -{'% ."~';\'>~u:'-1 ,~1;t J ,,,\.'$."".' :1
, ;~:<;"~~IYi(~fA;i"ti~'C.'~NDijTATlT~,)Hi;"~~I..:j;;'.5J:~1~" ,4
RECEIVED FROM. 13
ACN
ASSESSMENT fl'
CONTROL 1;1
NUMBER
AMOUNT
JOHNSON DUFFIE STEWART WEIDNER
301 MARKET STREET
POBOX 109
LEMOYNE, PA 17043
101
.1,;3'J.'19
fOlD Hill
rOlDHl"
ESTATE INfORMATION.
m I I
21-1994-1072
1:'1 NAME or DECEDENT llASl\
1;1 WOLFE ELAINE A
II E 0 PAYMENT
SSN 171-36-5002
IFIRSl\ IMI
EJ POSTMARK MTE
COUNTY
CUMBERLAND
DATE or DEATH
REMARKS
SEAL
ROSANN COVIELLO CIO
JOHNSON DUFFIE STEWART WEIDNER
CHECK. 13:5
fa TOTAL AMOUNT PAID
$1,391.79
PB
REGISTER OF WI LLS
RECEIVED BY
MARY C. LE IS
REGISTER OF WILLS
--_.--------.-.---.~ ~- ~.--- - - ----.-- -----:"'-:--'-;-..--...-~
'I>. ... ~,'" ,
f '., I .' '..
, ~'.;; :"
/.}/I/ '
';' ,
,
, ," "
-f' ." ,
.
,I I
," ,
; .
.... ,
\ -,
i, t .' "
.f
y
- ......-._-~...,
,
-"--
r-
....,
_AJ
i~ .~~
lo.- ,1.1'"1"
II "
, '
..~ -'f' .-
\.
-~ ... ,I J
h -:) - / ' \
REV-736 EX AFP (12-95~
CDHHONWUL TII OF PENNSYLVANIA
DEPAA1HENf OF REVENUE
BUREAU OF INDIVIDUAL TAXEI
MPT. 210601
flARRIIIURG, PA 1712I-06D1
ACN 202
L/
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE 04-15-96
ES TE GF WOLFE ELAINE A FILE NO. 21 94-1072
DATE OF DEATH 12-04-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TD YDUR ACCDUNT, SUB"IT THE UPPER PDRTION DF TNIS FOR" WITH YOUR TAX
PAY"ENT TD THE REOISTER DF WILLS. "AKE CHECK PAYABLE TD "REOISTER DF WILLS, ADENT".
REMIT PAYMENT TOI
c)
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
L
HOUSE
AMount R..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
Rifv:736--EX--AFP--Ciz:-9Sj-----.-."NbificE--OF--OETE-RHiiiAfib-N"Aiio-AS-SESiiHENir"---------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF WOLFE
ELAINE
DAT~ 04-15-96
A FILE NO.21 94-1072
ACN 202
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
23.132.16
3. Inheritance Tax Assessed by Othar States
or Territoriss of the United States
(Excluding Discount and/or Interest)
,00
4. Total Inheritance Tax Assessed
23.13~
5. Pennsylvania Estate Tax Due
,00
6. Amount of Pennsylvania Estate Tax Previously Assassed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
,00
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
00
o
00
· ~GRP~AecOrl~~o~Hb~ gft~~T~D~A~EY~~~RE~fDE
I IF TDTAL DUE IS LESS THAN .1, NO PAY"ENT IS REDUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"
YDU "AY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDR" FOR INSTRUCTIONS.J
lCRJ,
:oy
"
"';-
l:
'':;:.
'.t'"
n~
!l
Ii'
'9.:
~:-
;0.--"
rfl
~~,
~i
~
.f<'
~'f;:;
~
f'
:~,;
.
r;.:-
p~
~~
1~ ..
g
Cl.
fir' "
. ,
<1
~c:
)>~
~
;E
~
:o~
<un
ICO
ira
;l~ UJ
:., L.l.
~ C.,
" ;Ji
<('i
~<D
Wo
-
:P
\0
UI
N
;':";'1
:~':
"
d
PURPOSE OF
NOTICE I To fulfill the requlr.-.nt. of Section 2145 (b) of the Inherltene. end E.tate T.N Act, Act 22 of 1991. (72 P.I.
S.ctlon 2145).
PA\'ttENTI DetKh the top porUon of thll HoUc. end .ubllit with ~DUr paYHf1t to the Aqlst.r- of Nlll1 printed on the
re".rs. .lde.
u "aka check cr Rn'~ crd.r P.v.tlla tCI REGISTER OF MILLS, AOEHT.
All p.pant. racel".d .h.ll ba applled flr.t to .,,~ Int.r..t which ..~ ~ ~ with ..,~ r...lndar applied to ttM tax.
REf\N) (CA)I A rafund cf . tax er~it .a~ be raqlHl.ted b~ cupleUna IIn "ApplleeUon for A.fund of Penn.vl"..,I.
Inharltenee and E'tat, T'M" (REV-ISIS). Appllcetlonl .r. .v.llabl. at the Office of the A,gl.t.r cf Will.,
IInV of the 2S A.venue DlItrlct Off Ie.. cr frM the Dep.rt.."t", ztt-hour ."...rlng .ervlce ~rs for fCNl. orct.rlnal
In Penn.ylvllnl. l-laa-'6Z-2a50, out. Ida Pann.vlv."l. end within loc'l Harrl.burg .r.. (717) 717-1094,
TDD' (717) 772-Z2SZ (H..rlna 1.,.lr~ Onlv).
I
OIJ(CTIDNSI Anv p,rtv In Intar..t not .atl.fl.d with the ......-.nt of taM .. shown on thl. notlc. ..v obJsct within
.IMtv (60) d.v. of r.c.lpt of thl. Hotlc. bVI
--..rlttan prota.t to the PA D~art-.nt cf AavlnUl, lo.rd cf Apps.l., Dept. ZIIOZl, "-rr1aburg, PA 17IZI-I021, OR
--.leetlng tc have the ..tt.r dataraln.d at audit of the p.r.onal r.pr....,tatlv., OR
--~al to the Orphan.. Court
ADMIN-
ISTAATlVE
CORRECTlONSI
Factual .rrcr. dl.ccv.r.d on thl. ........"t .hould be addr...ed In writing tOI PA Oap.rtsent of Aavenus,
luraau c, Individual taM", ATTNI pc.t A......"'t Ravl... Unit, Dept. 210611, ",rrhburg, PA 17121-0601,
Phone (717) 717-6505. S.a p.g. S cf thl bookl.t "In.tructlon. for Innerltlne' Tax A.turn for. A..ldant
Decedent- (REV.15.1) 'cr an aMPlanatlon cf ~lnl.tr.tlv.l~ ccrr.atlbl. .rrcrl.
INTERESTI
Addltlen.1 penn'Vlvanl. E.tat. T'M .......d a. a r..ult cf a change on the F.d.r.1 E.t.t. TaM elc.lng
I.tt.r blcoae. dall~t .t the 'Mpiratlon 0' one (1) .enth frce the dati the 'In.1 notlca cf thl lnar....
In Fed.r.l E.tat. TaM II rac.lvld.
T.... which bac... d.linquent bI'Dr. Januarv 1, 1912 b..r Int.r..t at thl r.t. c, .1. ('X) percant p.r annua
calcul.tld .t . d.llw rat. cf .000164. All t.... which bee... dellnquant on or a't.r Jenuarv I, 1912 will bear
Int.r..t at . r.t. which ..Ill varv frea c'lend.r y..r to calandar v..r with that rat. announced bV the PA
Dap.rt-.nt of A.venut. The appllcabla Int.r..t r.t.. fcr 19aZ through 1996 .r"
'LuI: If'lt...... Allt. nlll.v If'll...... FIIr-tnr' 'LuI: Int...... A.t. nllllv Int...... FAr.tn..
19IZ ZDX .000541 1917 OX .000247
1915 I~ .Gaoua 191..1991 lIX .OODSGI
19.4 lIX .GOUal 1992 'X .0aDZU
1915 ISX .0aOSH 1995-1994 n .0OGltz
I'" I'X .00DlU 1995.199' OX .aOOZ47
ulntar..t I. calculated a. 'CIlOlol'1
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Anv Hatlc. I..ued .ft.r the taM bacoaa. delinquent ..111 r.flact an Int.r..t c.lculatlon to fl'teen (15) day.
beyond the d.te of the ......sent. If paYMnt Is ... after the Inter..t co-putaUon data Ihowl on the
Hotlca, ~Itlanal Int.r..t lU.t be calcul.tad.
REV-1607 EX AFP (12-95*
CQtItOHW[AlTH Of' PEHHSYlViHlA
Dl:PUTHfNT Of' RlV[HUf
IURUU Of INDIVIDUAl TAXES
DtPT. lI0Ul
HARRISBURG. PA 17111-0'01
ACN 101
C/
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 04-15-96
o WOLFE ELAINE A FILE NO, 21 94-1072
DATE OF DEATH 12-04-94 COUNTY CUMBERLAND
HOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION Of THIS fORH WITH YOUR TAX
PAYHENT TO THE ADDRESS SHOWN, HAKE CHECK PAYABLE AND REHIT PAYHENT TO, ,
EDMUND G MYERS ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
A.ount R..1tt.d
I '
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR FILES ~
if"iv:iiijjj-Ey-"Fp.-fiz:9sr-----...--iilifiliii:A'iic'E.-fiilniTAyEifitif.o"-ACcliiitiy--.-....._...-----m_-----
ESTATE OF WOLFE ELAItlE A FILE NO. 21 94-1072 ACN 101
THIS STATEHENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NAHED
ESTATE. SHOWN BELOW IS A SUHHARY Of THE PRINCIPAL TAX DUE. APPLICATION Of ALL PAYHENTS.
THE CURRENT BALANCE. AND. If APPLICABLE, A PROJECTED INTEREST fIGURE,
DATE 04-15-96
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 03-11-96
PRINCIPAL TAX DUE,
23.869.00
PAYMENTS (TAX CREDITS) 1
PAYMENT
DATE
02-28-95
10-27-95
03-20-96
RECEIPT
NUMBER
AA022886
AA082268
AA112647
DISCDUNT (+)
INTEREST (-)
736.84
119.55-
54.96-
14.000.00
7.717.15
1.591.79
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
23.871.27
2.27CR
.00
2.27CR
. If PAID AfTER THIS DATE. SEE REVERSE
SIDE fOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN II.
NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR I,
YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.
~(") ~ :Il
ro :Ill!>
;' (~g
0"' ~ . .'.
" . ;a '~} \1
(,. - <.'!.
;:J ~ C:.:
n -
,... , , <.1'
.. :S, (;.
? r :P
0 \0 fff 0
~L: ill -
)>;.l. \.oJ
PA'ntEHTI
Detach thtl top portlort 0' lhh Notice Md ......It with your PlY''''' .ad. ply.tJ11 to thl n_' IInd Itddr...
printed on the r.var.. ,Ida.
If RfllDENT DECEDEHT aaka chick or IIOntIY order payabla tal REGISTER OF WILLS, AGENT.
If HOH-RESJD[Hl DECEDENT INk. check or lIonay order payable tal COKHOHWEAL TH OF PENNSVLVANIA.
AU pIYNnh recalved shall be epplled flr.t to WlY Inter..t which ..v b. due wi th any n..."" eppll~ to the tax.
REFUND (CAli A r.'und of . tllC credit, which .... not r.....'" on the talC Rdurn, ..y be raquuhd by C0IIP1IUng ..,
"Application 'or R.fund 0' Pemlylv."l. Inht1rlt.nc:1 and E,t,t_ Taw." CREV-nU), Appllutlanl .r. Ivallable at
the Df,1cI of thl A.al.tar 0' Will., any of the 25 A.venue DI.trlct OffICI' or 'roe thl oIP.rt.ent', 24-hour
In.~rlng ..rvlcl ~r. for for.. orderlngl In Pennsylvenl. 1.100-562.2050, out.lde Penn.ylVlnle
Bnd within locII H.rrl.burg Ir'l (717) 717.1094, TOOl (717) 772-2252 (H..rlng Jspllr.d only).
REPLY TOI
Que.tion. regsrdlng error. cont.lned on this notiCI .hoUld b. eddr....d tal PA DIP.rteent of ASVInUll, lur..u
of Indlvldull ,...., ATTNI Po.t A.....eent A.vl.w unit, Dept. 210601, H.rrl.burg, PA 17121-0601, phone
(717) 717-6505.
If eny t.M ~ I. p.ld within thr.. (5) c.lender eanth. .ft.r the d.cedent'. d..th, . flv. p.rc.nt (5~) dl.count
of the teM p.ld It eUowed.
DlSC~TI
INTERlSTI
Int.r..t I, charged beginning with flr.t dey of delinquency, Dr nine (9) eonth. end one (1) dlY 'roe th. dete of
dI.th, to the d.te of p.ve~t. TIKe. which beeeee delinquent be'or. Janu.rv 1, 1912 b.er Intere.t at thl rete 0'
.IM (6~J percent per ennue cllculated .t a d.lly rete of .000164. All tlKe. which bec..e delinquent an ~ aftsr
Janu.rv 1, 1912 will b.lr Int.re.t It . rIte which will v.rv 'rol celend.r v..r to cll.nd.r ve.r with th.t rete
~.d bv the PA DlPlrtlent of A.venue. Thl IPpllclbla Intlr..t rlt.. for 1982 through 1996 Ire I
V.er Inter..t R.tl O.lly Jnt.re.t F.etor Ve.r Int.rllt R.t. O.lh Intere.t Fletor
1982 'OX .OOOS" 1917 .X .D00247
"" l,ox .aDOU. 1918-1991 llX .0ooSDI
"14 IIX .0ODSDl 1992 'X .OODZU
1915 UX .00055' 1995-1994 7X .GOOltz
19" lOX .DaDZ74 1995.1996 OX .ooOZU
"Inter..t I. celculeted .. follo...,
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Matlce 1..UId I,t.r the tlM becOllI delinquent will refl.ct In Inter..t cllculetlon to ,I,tlen (15) dlv'
blvond the dltl of thl ......sent. I' Plveent I, Ildl .,tlr thl Intlr..t co~t.tlon dltl ahawn on thI
Hotlc., Iddltl~1 Int.re.t lU.t be c.lcul.tld.
.....~<+,."'....,'"'"
v'
PU:ASE FUE 1lIIS REPORT wrnrrN 'N) YEARS OF DATE OF DFAm RFXlARDLESS OF 'IlIE STA1tJS OF 'IlIE ~
FSTATE, IF FSTATE IS oor CXIil'LE'l'FD, FUE A 6.12 FORM YEARLY umn. a:ffi'lEl'ION.
STATUS REPORT UNDER RULE 6. 12 ~~
~:
Name of Decedent:
EL^INE ^. WOLFE
~ :oiGl
m n
l~ Q
~ ........
I,' tl
".:'n
Q
J.. E ':r..'
Date of Deathl
December 4. 1994
.'"
"
u
: ,
Will No.
1072
AdmJn.
No.
<.;
~li
;El
Cl
tt"
U1
Ot'phans'
completion of
.-: t"
~ll;i
iilo
-
Pursuant to Ruie
Court Rules, 1 report the
the adminIstration oC the
6.12 of the Supreme Court
following with respect to
above-captioned estatel
1. State whether administration oi the estato is cO!1'plete:
Yes y No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
J. If the answer to No, 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) Cor
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans ' C,ourt and may be attached to thls report.
Date: ~~t.{1 (9t't,
~/AtJJ)~.
S gnature
Edmund G. Myers, Esq.
Name (Please type or printl
Johnson. Duffie. stewart & We.idner
30l Market ST., P. O. Box l09
Address Lemoyne. PA 17043-0109
1717 I 76l-4540
Te I. No.
Cdpacity:
rersonal Representative
X _Counsel for personal
representative
(MAHlrmt/AMJ)
RW-27
\
....,
~
I"-
0;;:,
'....
\
'~
~
\
-
'1>
..
..
'1\-..'....--..
-
Q (J'
~
1
1::
~..,.
cx:".
\
\
~
I1l
Z
Cl
~
109... ~
H~ t:
e~~g~
E~~><~
ol;; g~
~e1 ciZ
~ o.:Z
~... ...
;:JO ..
Cl .., .
;i ~
~ ~
\:I:
o
--
Ol
o
o
.
..,
.~. ~,~;
.......;..'----....-.'.........,
.,... _ _. ..,. 'u......
~,..~ ...
,
,
q
v.\ ';';::(
~
I
r_r'
,';l.:
:8
'-0
fd
" ';::
fil: r
l!.J'
o .;'
fillil'U
ue-<
HC>: I-
f&<P CD
f&<O M
OU filM
C>:I
tIl >< ..: M
He-< pr-!
H:<: 010
HP till-
3: 0 r-!
f&<U ffi..:
O~ gP<
C>:": lIlfil
~\i1 ~~
tIlfilPH
HltlOH
~~ U~
C>:U r-! U
4\
~
,
.
\
,}
I
,
.
:
I "
Il,''', ' ."1'~,. "
, ,...: f'liF_.:' . ~
r.","'/>.
\ .,\,.~, ,,'
,
I
.,
.
, !' r. .....'1
... ..... ,I,., I
".:' ,.., >
. '.....'
ii ..,' ,
. ,'91 ~ -' . of ;
, 1,&. . ,r.. \
'I' ..
, ..... ~ .~\'
~ ..,~' ... .
\,~."i~.':, :
i '!,' I
j V' ,
!
J
t... ~'<
~'
t
~' .
\' ",
lr, .
.f
.. .,. -. ~. .-,. ..._--- ..... .,' .......
.._-~
-~<
~_ ,l.
.....'1:_.
I I"
'...,.--..--....-........'..-..-4
r-
.,,7
__A a