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Home My WebLink About95-00787 full/I., "f a/,m know" as PETITION HlR PROIIA TE nnd GRANT 01' LETTERS dn-Q.s--7J>7 fll '~/ILl. ..lill'Joo'lOi:n No. To: . .---.---,----- Regl'ler of Wills for Ihe - --" /)"""11,""". CoulIIY of ClJtbarlnoo In Ihe Sudol SrmrilY N". -2::..U.:.:.:J :1. - ~ .~ Conll11onweahh of Pennsylvania The pel II 1011 of Ihe uudersigned re'peelfully reple'enl' IllUl: \'our pelhlonerl'), who i'/ure IN yellrs of IIge or older un Ihe execul 'lr IlIlhe 11151 will of Ihe ahow dec,'delll, dllled--1brdL22. IIl1d eodicill') dilled nllmed ,19~ hlall' ,dt'\11Il1 dft-lIIl1\lnm'Cll, C,II. ft'l1lUld[lllnn, th.'mll or l"fi'U1ut. t'1C:.) l)eeendclII WII' domiciled III demh In ClttberlMd __ Counly, Pennsylvania, whh hl!rll rllll1i1)' or IlrlndJ1nl residence nl_lMaaiAh vil.laqe,..-.lO!'l 141 All.." Onvn Conhnl"'l,.rvt (''''''I V.-1IP';lat:.All..:rcr.nsl1iD. PA (11\' ..Ut'l'l, lIul1Ihcr IUIlJ IIIUIlCiJ1.dil)" l)eeendelll,lhen-.dj'_yem'Ofage,dled !~I~ ,19? ,- I al_t-1.t'_~,," "'. '-Lc.~ I",' /1;- I'1Ll:~.. Ad -"1<, ~~"l<lb"~> EXeCI'I a, follow" decedelll did rllllmllTrY, wa, '101 ~I\'oreed and did nOI have a child born or adopled afler ewcUllon oflhe wlli offered for prohllle; wa, nOllhe \'iclirll ofa killing and was never adjudlcaled ;'ICOIIII'CI en I : tCl'...J\I!I!UCl F. I)ecendenl UI dealh oWlled propen)' wllh e"lnulled \'alues as follows: (If dOllliciled In Pa.) All I'ersonlll propeny (If aOl domiciled in I'n.) Personal propeny III Pelllls)'lvllnia (If 1101 domiciled In 1"1.) I'ersollnl propeny III COUIll)' Vllllle of renl e'lale ill l'ellll')'I\'allln ,lIl1aled ns follows: h fla. , S ?d.A.nnn nn $ $ $ WHEREFORE. pelhlollerl,) resl'eclfull)' requesl(s) Ihe prohUle of Ihe lasl will and codlcil(s) pre'ellled helewi'h nnd Ihe glUrll of Icllers--Teslme1l.nGL . Ih.'\lflIllCIlUU)"; illhnini\lfilliun C,I,t1.j Rdminhttl1llon d.h.n,C',I.D.) Ihmlll, ~I. ~~,_.1 Yl-Itc ~t _~Y'llte c ..,0 ;~ :;J-I-y_._.2e..!L!i-'l:..... li_ __. _ ~ 0 CQ,,_"'-~l:L-U <! I- .. iii Av... _ S'" t -t' ,Yo.. ( ?c. 'I .2..0::? OATH OF PERSONAL REPRESENTATIVE COI\fMONWEAI.TII 0... I>ENNSYI.VANIA ~ l:ll:l COUNTY 0... ~rl.11rrl J Tho I'ollllollor(,) IIho\'e-lIl1llled ,wellr(,) or arfirlll(,) Ihlll Ihe S1l1lelllellls IlIlhe foregoing pelltlon arc nile alld OOTreOI 10 ,he he'l of Ihe kllowledge IIl1d holloI' of pellliollorl,) II lid Ihnl 115 personal represen- 111115'01') of Ihe IIho"e deeedolll pelllloller(,) will wolllll~\1. ty ndmllll ler Ihe lnlO lIeeording 10 Inw. SlIlltll 10 01 IIrnrllled BV" ,uh,erihed . /~nl Vr Jl \ ~ ~~'~~~t,~~;r ,"~;,~",-'l~~~~;tl y?tit. tb=~-M. 1 t':;-{~'';')-7 UMARYC.LEWIS' U('~i.w,'r 7fll ~ . ~<)-{1/4NI ,,:,1 ILL (J771(i:a f1:tn. {f R.al...r of Will. 'iF {f MARY C. LEWIS JVo r ~ ct.... 01 Yo F Fe . A"ORNEY (Sup. Ct. 1.0, No.) ';J./y .$elt,,,i-04'' /tv< CD."" r ^Pf~ESt L PC>.. \ 70 'r ""?t? -' 4 ? S' - r 'il "S jf PHONE ~ ? S-Y-1,~3 s: cJ-() No. 21 - 95 - 787 Estate of GLADYS I WAGENHEIM , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 23. 19..1L, In conslderallon of the pelltlon on lhe reverse side hereof, sUllsfaclory proof having been presented before me, IT IS DECREED that lhe Instrument(s) daled MARCH 29. 1995 deserlbed therein be admitted to probate and n1ed of record as the lasl will of GLADYS I WAGENHEIM It:'IAMtNIAKY NORMAN M YOFFE and Letters are hereby granted to FEES 270.00 3.00 Probate, Letters, Elc. ..,.,..., S Short Cerllficates( 1) , . . . . . . . ., S Renunciation ..,.........,... S X-Pages S 6.00 JCP TOTAL _ S-ffi~~ Flied ....... P.GTOlJ,g~. ?;3,. .1 99,!j . . . . . ., . ~.:oJ fU-cho..:t-- ~ -- ':' VI \'1 P"\ Od Cl N 'd' f.,' W ~ .~ (2 .~~:, [', ;.;, a: ,~, " ";"J ':.:T~ ..;1! :3' UU Mailed letters and order to attorney on 10-24-95. 5... '('of 21 - 95 - 787 , .... ........:( .- \,':,1 Q ,~~ nfL fV1 c\. 0 ,) N I- 'i! .- 6 ~:: ~ , {lJ 0:: !5~ 08 a: "'. ", ~ .' , :n. t"'.-' -- .."~..~------.-_- . "--......--......-... "'- 'i , . - " , - -., . .. ," . , -, . ~"...a.=L..,...,..,.,~.....,"";...."".M~"'-f,_.;;.~_; ':, ~., LAW OFFICES YOFFE &. YOFFE, p.e, SUITE203.214SENATEAVENUE CAMP HILL, PA 17011 (717) 975.1838 r 1 tW_ -'_'._" '~t'- -.~,. '...~,-....... '-"j-'---""" '...._-~-- ;:r::..' . . . -'. , .- 'I . '. 4 c ~:-; ~L . -t ! ,. to . . '.. l . . ,~<. . . "('{,- ,;,;. ."'\," :i I I . , ,r f. ".1 . . . _/ I ," .~. " .' ..,)- ... r:,- . .. . -t ) . '":'. >f .-."'" ,.. 1"._ ) . .1 . ',- ~ . "l~.,-.f ,..\. _"" /I, ': I ,~, .. I , ., '.'-. .,~ , ...; I .! . i" " , I' ., t>\' . " t 'f .' ..---- -~. ~ -- ,~ .... I .' ----."AJI , ., '. LAST WILL AND TESTAMENT OF GLADYS I. WAGENHEIM I, GLADYS r. WAGENHEIM, of Cumberland County, Pennsylvania, beinq of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revokinq any and all wills by me heretofore made. FIRST: I direct that my funeral be conducted in a manner correspondinq with my estate and situation in life, and that all my just debts and funeral expenses be paid and satisfied by my Executor hereinafter named, as soon as conveniently may be after my decease. SECOND: I hereby qive, devise and bequeath my diamond rinq (with two small diamonds on each side of a larqe diamond) to my niece, DIANE McCORMICK. THIRD: I qive, devise and bequeath my three-opal rinq to my sister-in-law, MARIE WAGENHEIM. FOURTH: I qive, devise and bequeath all of the remainder of my estate, real, personal and mixed, of whatsoever kind and wheresoever situate to the followinq leqatees in the percentaqe shares as hereinafter indicated, and subject to the further conditions and limitations of succeedinq paraqraphs of this will: a, Conqreqation Ohev Sholom Temple of Harrisburq, PA b, Bethesda Mission c, Gary L, Waqenheim d, Marianne Waqenheim e, David Waqenheim f, Howard Waqenheim q, Martha Waqenheim h, Gilbert Waqenheim i. Diane McCormick 1. 00% 1. 00% 14,00% 14,00% 14,00% 14.00% 14.00% 14.00% 14,00% PAGE 1 of 3 PAGES _</, .~. b. /, G.I.W. ,c,.."",__','",,~,~,-"'~"t""'_-"'~"" -..---~--:--- -~~.._-" --,-~... "...,~,', ~_.~ ~. '0-" '. FIFTH: If any of the individual legatees named in paragraph Fourth fail(s) to survive me, but are survived by a spouse who was his or her spouse on April 1, 1993, then such spouse shall take and receive the share of the predeceased named individual I providing however, that if such qualifying spouse fails to survive me, then to the issue of such predeceased named individual per stirpes, and in default of issue such share shall be divided equally among and allocated to the shares of the paragraph Fourth named individual legatees who do survive me. SIXTH: Notwithstanding any provisions hereinabove to the contrary, none of the paragraph Fourth named individuals shall take both a share in his or her own right plus a derivative share through another paragraph Fourth named individual, In such event, the derivative share otherwise payable to such paragraph Fourth named individual shall be divided equally among the charitable legatees named in paragraph Fourth subsections a and b, SEVENTH: I hereby nominate, constitute and appoint NORMAN M. YOFFE to be the Executor of this my Last will and Testament. If the said NORMAN M, YOFFE is unable or unwilling to serve as such, I then appoint JEFFREY N. YOFFE to serve in such capacity, IN WITNESS WHEREOF, I have hereunto set my hand and seal this ';''1 day of /"lord, 1995, Gi1fn~1g~ w~:J~~ (SEAL) W~~d: /~/ ~7!... 1'1 DRESS).. 1'1 >"..;tl! t\v < (. ~('fj, L l. A ( 12 A.J.~';}4 ...... rn P.J y" .J./, ADDRESS Ccm() Hdl f:>A I,OU PAGE 2 of 3 PAGES oj. ';,), LJ. G.I.W. . .. '. COMMONWEALTH OF PENNSYLVANIA, ,55 &. COUNTY OF GLaDrS I. IYl\GENHEIM. the Testatrix, NorMQ.n tv\. \for;rl and S\.l&).(\' .I.e.'! fYlICl"'> ,the witnesses. whose names are signed to the foregoing instrument, being first duly sworn. each hereby declares to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament in the presence of the witnesses and that she had signed 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 their knOWledge the Testatrix was at the time eighteen years of age or older. of sound mind and under no constraint or undue influence, WITNESS: -'-:? /~M 14r#. ( W~ESS: TESTATRIX, .-d/~ J. Yaje,t.l~ A -,(L'rl~ n) I?L.....,.....,~'"'., J Subscribed. sworn WAGENHEIM, the ,/T~atrix. \.,\r..r m().(\ M. l':l t.. the witnesses, this,::)Cj 1!l to and acknOWledged before me by GLADYS I, and subscribed and.. swortl_\ to before me by and ."'),~ . ...It'-:~r{) lQQ day of rrlo..rr 11 , 1995. CCrt-DOIlLn ~~Io NOTARY PUBLIC 'I U My Commission Expires, NOTMIAL orAL CATHERINE L, REIGLE. lIolory Public Comp Hili 0010, Cumbollond Co,. PA My Commission Explrs. Aug. 31, 1lr.l8 PAGE 2 of 3 PAGES .do ,), /,!, G.l.W. t . ,;" ~ CERTIFICATION OF NOTICE UNDER RULE';_, Name of Decedent I 11~ r \~""fY1.lmlm Date of Deathl ~t~r '2. tl)(j'i Will No. Admin. No, 21?5-07B7 To the Registerl I certify that notice of beneficial interest required by Rule 5,6(a) of the Orphans' Court 'Rules was served on' or mailed to the following beneficiaries of the above-captioned estate on I Name Address Datel N'l'lOn'lOr l'I , 1 ??5 Volle & V<>!Je:"'l.c. 7~ " /' #fw, /,t( '/ Signature ~tl~~1 fnr na1nlo s..e g'n>tonenLi'lt shooL i'lLlacl1Erl Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Name 'hlIe & Volle, P,C. Address 211 SP.nnLe ^ven'le, S>JiLe 203 c~ to' .i (:;'00 lIilt, P\ 17011 f., c~ Telephone ( 1171 ?/5-1B1B I J~ t, '"I Capacity I Personal Representative l( Counsel for personal representative 'I; -'- ...-. ., ~-; \ ,:", ;'-:J (.50 h_ ~' . SUllPlcmrtl.,1 ShooL lor Rlllo 5.6 (0) CcrLlitCIILlnn l. Onlm<]llLlnn <l1ev Sh::Jlnn Tomlo 2. BeLh0sd6 Hie.ioo 2J.15 NorUl I'l:tJnL SLrooL, IIlIrrl.but1J, Ph 11l0B 611 Rally SLrooL, IllIrrlol>lt1J 1419 Mdrena Drlvo, Ilorrl.but'l], Ph 11109 lI5 CroocenL SLrooL, Horrl.bOJt'l], Ph 17104 30B ROOoIood SLrooL, IllIrrlsbolt'l], Ph 17109 3. GlIry L, W~lm 4. Marillnne WI>]enhl.lm 5. ll.11fid WlIqllllhelm 6. Ib<ard WlI<]eIlhlIlm 5254 SLmLhmre RaId, Me'-.hanIC<lb\.rg, Ph 11055 7. GIlberl WlIC)llllhelm 1437 Berryhill SLrooL, Il11rrisburq, Ph 17104 B. 01""" Mdntndck B10 Old fl>rgo R<>ad, NBoI Clnberlllnd, Ph 17070 9. MlIrlhll \~~lm OCl t: -.' ~ 1 !' "11 :p ~'f I ,~'-'i t~, L-J I I ) J I I -- -..-----,-,,- -'.,...,........-~',.~..:7;"":::",,~,_~.-..:::-;:;:;:-,,-:-::';~,~,+__,._ - - - -....- - -r --;1- --;-- -- -"_"_. : ," .. '.\ , "f .. ' . ... I I I I I t~.- I I , I I I I I . . .....' -. ,_ _4' -... ,.+ . ,- -- --.- --- -- '''---- --- ---- .- ...,.. ........ ... ---, I 1 ' U':"7'Y'<'}< ;\:-~\?.!~~~:: l.~' C~~, ~';, !..' .>::: '"d ,", '"'.; ~ P' 'i..,'iA~^~~:i'!1f4~'51,6;' ~9~9NWE~LTH'OF P.ENNSYLVANIA . .,...rl"\f.'\~.,' Q I ,'\'" .... , ..' DIPARIMIN1'O'RMNUI" ".._' ',:1; "~,' 4' ~f-'Y" - '>''''if> > ,,~I ~~.l.\ '- ;":: I.~ ..:;;~ .,,'. " c"V ,_"" . ',~" -: ,\ . '. I :~~ ....:o.i-' ". I. >':1 O~ICIAL RlCIIPT . PINNSYLVANIA'INHIRITANCI AND ISTATITAX ..- ~- _._~.. ----., , ".' . ...'-. .. \.; '*' ',..'.. .. ~ ..,',..',.., :' ''-'' ,.-"'-,', RECEIVED FROM, & ACN ASSESSMENT P:' CONTROL IiII NUMBER AMOUNT YOFFE NORMAN M WEST SHORE OFFICE CENTER e14 SENATE AVENUE SUITE eoa CAMP HILL, PA 17011 Av1 ..1c:,Vtilv.uO lOtOH'1f ESTATE INfORMATION, m FILE UMIER lIII el-199:5-07B7 m NAME OF DECEDENT (LAST) ~ WAGENHEIM GLADYS . II DATE OF PAYMENT II POSTMARK DATE COUNTY SSN (FIRST) I eOB-4e-3403 (Mil CUMBERLAND DATE OF DEATH REMARKS .3e,080.00 PB q;/ . ~ RECEIVED BybVld;. .' (. l' :, . , I . ~, i SIGN .. II .: . MARY c. L'EWIS · REGISTER OF WILLS m TOTAL AMOUNT PAID NORMAN M YOFFE ESQ SEAL CHECK" e034 REGISTER OF WILLS ./ . " ~ ,.., ,I I ,. ~' .' t t ..__& -~ t..- 1~. . . .' --- .. ~""'.---....J4I" ".,'-- , .' H~ ~:~;tJ;!' COMMOUW\A.Ult Of rfNNSYlYANIA orr.... MIN' or fl\VfNUE DfPJ.2806O IlAU:ISIUJlO.'A 1'128.0601 J 0'- t..;I. - ? INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ,,(v.1500n. (lUll l!! ~~B O~.. ... CC W~ "'Cl OZ U2 ~ ~ Cl WAGENIIEIM, GLADYS IOOmRUllTV'llU.11rl 208-42-3403 0lI 1. Original R.lurn I. ItilJnlHir~~ro, "'" 10/12/95 6/18/11 o 2, Suppl.m.nlal R.lurn 'ORDATlSO'DIATHAnlR 12/31/01 CHICKHIRI I' A IPOUSAL POVIRTY CRlDIT IS CLAIMID 0 PILI NUMBIR ~~ J COUNTY CODE .--'( s - 7 S> 7 YEAR NUMBER ') :' ,:~; , 1. R.al E,'al.(Sch.dul. A) ( 1) 2. Slack. and Bond. (Sch.dul. B) (2) 246 . 507 3, Cla..ly H.ld Slack/Partn.rshlp Inloro.t (Sch,dul. C) (3) 4. MartgagOl and Not.. Roc.lvabl. (Sch.dul. D) ( 4) S, Ca.h, Bonk D'pa.lI. & Milt.llan.au. P.rlanal P,op.rty( 5) IScn.dul. E) 6. Jointly Own.d Proporty (Sch.dul. F) 7. Tran.f... (Sch.dul. G) (Sch.dul. L) 0, Talal Gran An." (Ialallln.. 1.7) 9. Funeral Eapense.. Admlnhtrallve COlh, Mllc.llan.ou. I 9) E.p.n... ISch.dul. H) 10, D.b", Martoag. Llabllill.., LI.n.(Sch.dul.l) (10) 11. T 0101 D.dudlanl (Iatallln.. 9 & 10) 12. N.t Valu. of E.tal. (IIn. 0 mlnu. IIn. 111 13, Charllabl. and Gavornm.nlal B'quOl" (Schodul. J) 14, N.t Valu. Sub.d 10 To. (IIn. 12 mlnu.lln. 13) IS. Amaunl of IIn. 14 ta.abl. at 6% ral. (Includ. valu.. from Sch.dul. K or Sch.dul. M,) 16. Amaunl of IIn. 14 la.abl. 01 IS% ra'. (Includ. valuOl 'rom Sch.dul. K or Sch.dul. M,) 17. Principal 10. du.(Add 10. from IIno IS and from IIn. 16,) Ie. Cradll. Spousal Poverty Credit Prior Paymenl. + + 19. If IIn. 19 i. groaler than IIn. 17, .nlor Ih. dlff.rence on IIn. 19. Thl. II th. OVERPAYMENT. aD 20. ff IIn. 17 II groater than IIn. 10, .nlor th. dlff.rence on IIn. 20, Thll I. Ih. TAX DUE, A. Ent.r the Inter..t on ,he balance due on line 20A. B. Enlor Ih. 10101 of IIn. 20 and 20A on IIn. 20B. Thl. II Ih. BALANCE DUE, Mak. Chock Poyabl. 10' R.gllter of Willi, Ag.nt .., BE.SURI TO ANSWER ALL QUESTIONS ON REVERSE SIDE,AND.TO RECHECK MATH......;,:;:.:.;' ,:.," c ,:':' Und~, p.nalthll of p.rlury, I declare Ihall ha.... examined .hlt ,.Iurn, Includlno occompanylng IChidul.s and Italem.nts, and 10 Ihe b..t of my knowledge and b.lI.f, II Is lrue, corr.d and compl.t.. I declare thai all r.al ..101. hal been reportod allrue marhl value. Declaration of pr'par.r oth.r Ihan Ih. p.rsonal r.pr...nlotlve I. baled on alllnformollon of whkh prepor.r ho ny knowl.dg.. SIlrnAlUlf'9HlIINTm /'11 limh214 Senate Avenuer Suite 203 ~If / ,,~~ /( fl.~ camp Hill, PA 17011 7/,-f'IL Jl~f1Rmm UNTATIVE t ADORfU DATE Norman e, ~xecu or z o g E ~ '" z o ~ S ... ~ o U ~ . Messiah Vi age 100 Mt. Allen Drive Mechanicsburgr PA 17055 c.." Cumberland o 3, R.malndor R.lurn (rar dol.. of d.alh p,iar to 12.13.B2) o S, F.doral E.lal. To. R.lu,n R.qulr.d _8. Tolol Numb.rof So,. Deposit BOK'. 0... lImU.d Ellol. 0 Aa. Fulur. 'nl.,..t Comproml.. (rar dol.. or d.alh arter 12.12.B2) Ga 6, Doc.d.nl DI.d T..tal. 0 7. Doc.d.nl Malnlaln.d 0 Llylng Tru.1 Altoch co of Will AlIach co of TrUll LL CORRISPONDINCI AND CONPlDENflAL TA IN RMATION SHOULD BE DIRICTED TO. R 214 Senate Avenue, Suite 203 Camp lIillr PA 17011 Norman 11. Yoffe Es uire 975-1838 3'l,147 15.679 ( 6) (7) 36,758 '! 'lEi'! . (1S) (16) 213,869 Discount Check hvro If you CHO rcquc\ll1l9 0 refund of your DvcrfJoyrnvnt. ( B) 301.333 (11) (12) (13) 14 46.727 254.606 40.737 213.869 )( .06. )( .15. 32,080 (17) 32,080 Int"'lt (10) (19) (20) (20A) 120B) 32.080 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS. YES JiQ.. 1, Old decedent make a transfer and: a, retain the use or income of the property transferred, ....................................... xx b. retain the right to designate who shall use the property transferred or its Income, xx c. retain a reversionary interest or .................................................................... xx d, receive the promise for life of either payments, benefits or care~ ....................... xx 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration~ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequote considerationV ................................................. xx 3, Old decedent own an 'in trust for' bonk account at his or her deathL..................., xx IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Cl ttf "" 0 .. ..:> .!'l ..... :, ( , f~: '. 0- Q -.- J ..- ..... .:~ . , , t') .- " ,I ~ '1 " ~... ~~' , ',.i _0 () '.".1 ,,: E ~w ~ u\3 0: u 0: , ..'. IIVllorlh'''''' '*' C""""NWI."H O' "N~Y\Y"'IA INHunANCI TA. I IN ....DINt OICIDI SCHEDULI! D MORTGAGIS AND NOTES RECIIVABLI! PI. D'. Print Dr T . fiLl NUMBER 1995-00787 ISfATI or GLADYS I. WAGENHEIM IAU "'....rty 1.1011_" wl" lho I"hl 0110""_. "0" h. 41..1..... .. kh.401o P.I ITlM DISCRlmON NUMBI. 1 13,000 Cert of Dep Shawmut Bank 2 13,000 Cert of Dep Berkeley Fed Bank 3 13,000 Cert of Dep Onbank & Trust Co 4 Accrued ' .interest on" 111 froR. 9/22/95 to date of death 5 Accrued interest on 112 from 9/22/95 to date of death 6 Accrued interest on 113 from 9/22/95 to date of death VAWI AT DATI or DEATH 13,000 13,000 13,000 43 46 48 (If maN .pace I. nMderJ, In..rt arJrJiflonol III.." 0' Jam. Jize.J 1I\l.ISOfI" II....' W COMMONWeAUH 0' PfNNIYlVANIA INHUltANce tAX ItUURN UllDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF GLADYS I. WAGENHEIM FILE NUMBER 1995-00787 Jalnl I.nanll.), NAME ----~-------ADDREsS-------~ -RELATIONSHIP TO DECEDENT A. NONE B. C. Jalnlly-own.d prop.rly. ITEM LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE' JOINT MADE DESCRIPTION OF PROPERTY OF ASSET 'If> INT. DECEDENT'S INTEREST TENANT JOINT 1. TOTAL (AlIa .n.., on IIn. 6, Rocapllulallan) S 0 (If more space is n..d.d inl.rt additional sh..,s 01 sam. lize) ItV, !S 10 U. (1,17)' l '* ___ c~~~::Q)~y~~~~i~~~N'~__ ____ mAli-or- -,...- -.-,-.----.-- '. GLADYS I. WAGENGEIM SCHEDULE G I TRANSFERS _____- ____.~.-.-.. .__..~" ___~.__P'~E~_SJ.P~~,,!!'Q.R..!,y'p'~__.,. ..._- ..~~----- .-- --- FIU'NLiMBEil--'--- -.-.-------- ' 1995-00787 -----,~----~---~--_. THIS SCHEDULI MUST II COMrLETlD AND PlLID lr THI ANSWER TO ANY or THI QUISTIONS ON THI UVERIE SIDE 0' THI COVIR SHUT IS YIS, ITEM DUCRIPTlON OF PROPERTY -T~TAL VALUE DECD, DOLLAR VALUE--- . EXCLUSION .. OF DECEDENT'S NUMIER Include nOrM 0' ,h. 'ron"'tN,' th.l, ,.laflOlllltlp to deced.nt, JON 0' ftonl"', Of ASSET --.lNI___ _ ,INTEREST NONE TOTAL (Alia 'n'" on lln, 7, RlCopllulotlon) 5 0 ,,, mort .poct II "nd.d. In..rl additional .h,.,. or .am. sin,' ,,~J~'~l\ _BbP COMMONWfAllH Of pfNNflYLVANI~ INHlRltAHCE 'A'It IlfTUIN Rf"DfNT CICfOIN' IlVlIlIUtl,1I1 T GLADYS ITEM NUMBER A. 1. 2. 3. 4. 5. J I PI.a.. Print or TVp. SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES I. WAGENHEIM 1995-00787 DESCRIPTION AMOUNT Fun.ral Exp.n.... Reese Funeral Home Mt. Moriah Cemetary for grave opening Temple ohev sholom for Chapel use Rabbi polish for honorarium Romberger & Sons for grave marker 4r688 475 200 150 456 1. B, Admlnl.tratlv. Calli. 15r075 2. 4. C, 1, 2. 3. 4. S. 6. 7. 8. Personal Repre.entoUye Com minion. Social Seeurlly Number of P.rlanal R.pre.entallye, Y.ar Camml..lan. paid 1 996 Allarney Fee. y ff & Y ff P C o e 0 e, .. 15,075 3. Family ExempUan Claimant Addre.. of Clalment at decedent'. death Streel Addre.. Clly Stale Zip Code RelaUon.hlp Probate F... Cumberland county Register of Wills 560 Mlle.llan.oul Exp.nl.ll Rossi Jewelers, for appraisals 79 TOTAL (AI.o .ntor on line 9, ReeapllulaUan) (If more Ipac. II n..d.d, Inl.rt addltlonallh..tl of lam. II..,) S 36 758 . . "'''''''.I''''',*, COMMONwtAlIH 0' 'INN''t1V1oNIA INHUltANCII.UlltuilN IIlIDIHIOICIDIN' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plea.e P,lnt 0' T e FILE NUMBER 1995-00787 ESTATE OF GLADYS I. WAGENHEIM ITEM NUMBER DESCRIPTION AMOUNT 1. Messiah Village for balance due on decedent's care 6,584 2. Boscov's, to pay bill of decedent 29 3. Yoffe & Yoffe, P.C. for fees due by decedent 602 4. PA Department of Revenue for 1995 Income Tax 513 5. PA State Employees Retirement Fund, to for retirement checks received by estate post-mortem 2,241 TOTAL (AlIa .ntor on IIn. 10, Rocapltulatlan) (11 more .poce I. n..ded, ;ns8rl ocJditionol sh.ets 01 same &ize.) $9,969 . . IIV.UUI..IJ.lll ESTATE OF ITEM NUMBER ITEM NUMBER 1. 4. 5. 6. 1. 2. FILE NUMBER 1995-00787 RELATIONSHIP AMOUNT OR SHARE or ESTATE Nephew 14\ Niece 14\ Nephew 14\ Nephew 14\ Brother- in-law 14\ Niece 14\ ... COMMONWIAUH 0' 'It~NIYlVANIA IHHfllfAHCI YAIl: .nUIH '''IOINI OICtOIHI SCHEDULE J BENEFICIARIES GLADYS I. WAGENHEIM NAME AND ADDRESS OF BENEFICIARY 2. A. Toaobl. S.qu.IlIl Gary L. Wagenheim Marianne Wagenheim 3. David Wagenheim Howard Wagenheim Gilbert Wagenheim Diane McCormick NAME AND ADDRESS OF BENEFICIARY B. Cha,llabr. and GDVlrnmental Bequeltll Congregation Ohev Sholom Temple of Harrisburg, PA Bethesda Mission TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AlIa .nlor on IIn. 13, Rocapllulallan) (If mor. .pac. I. n..d.d, In..rt additional Ih.... of lam. .111) AMOUNT OR SHARE OF ESTATE 8\ 8\ S 16\ -. Register of Wills of Dauphin County, Pennsylvania ., INVENTORY ESI.lo of GLADYS I. WAGENHEIM No, 1995-00787 also knowll as DOlO of DoalhOctober 12, 1995 Social Socurily No. 208-42-3403 . Docoasod POI.unol ReplanotoUvo(sl 01 tho nlJO\io blote. ducau80d. verily Ihnl tho itoftlli 41llpoDlinu illlho 'ulluwiny Invonlory inclut'u i111 of Iho "o,.onol titulO" wh',lfovtu silulllo ullIJ "II of Iho 10tll u_lutu in Iho Cunltllutlwllullh 01 PonnBylvllIlIu ot BOld Oocudo"t. Ihul lhu vllluolion pia cud 011"011111' odch itam ulsllid IrlYolllorv IlllllllSQlll1l illi lair \/oluo Uti 0' tho dolo ullho Docodont't1 dUllth, flnd Ih41 Docodont ownod no root tls'olo oulsido of tho Comnlonwftllllh of PQflflwytvonio OIlColJIlhnl which llplJOlU1 In LI nUlUlOrundurn at tho and of thi.lnvdlltorv. IfWQ verily ttutllho tilulemenls modo In thiS Invontory lito tlUD IInd co"oe!. IlWu undr"",land Ihtll 'ullo Ilolemenll herein uro Illudo lYulJjocl 10 Iho pltno1tlQlY ot 18 Po. C.S. SecllOll 4904 rolt,,,,,,, 10 UIlHWQfn lul.lllcuIIU" 10 uUlhofllin. r Nome 01 Analn.Y: Yoffe & Yoffe,~.c,__.. ;;_::::"'~:':~;~;x~~,hP/- I,D, No,: 07135 Add,e..: 214 Senate Avenue, Suite 20;3_ Dotod June 1, 1996 Camp Hill, PA 17011 Telophone:(717) 975-1838 Do scription Value SEE SCHEDULE "A" ATTACHED HERETO nn C:m "1--. r.r , ~ :0 7.Jrn ,i'll.,j L" n t= ,,' , Iii .. ..~ ,) ~ -- -0 " Lt)' n ,0",'1 - 0 .: , 1 .U'- )>:..1- Total: 301,185.91 IAnach AddiliollDI SheDls it nDeessaryI NOTE: Tho Memol.ndll", ot lulllllallt oulllde thll Coml1lon....lI4l1h 01 "lIllIllylvanlll mAV. al the elllction C1IUUlllflIlOflllllflplellllllllllll'ft, lnclllllo Iha valua 01 filch item. bul Itlch ligllffll ahould flol be ,,_tended inlo Iho 101111 ot Ihe Inll'DlllorV RW-B -. ... ESTATE OF GLADYS I, WAGENHEIM INVENTORY - SCHEDULE "1\" Descriotion Value Personal Property 1. 1,146 shs Centerior Enerqy 2. 414 shs Mellon Bank Corp. 3. 13,000 Cert of Dep Shanmut Bank 4. 13,000 Cert of Dep Berkeley Fed Bank 5. 13,000 Cert of Dep Onbank , Trust Co 6. 1,214.16 shs Dean Witter Liquid Assets Fund 7. 27,409.969 shs vanquard Fixed Income Securities Fund, Hiqh Yield Portfolio 8. Three-opal rinq (per paraqraph THIRD of Will) 9, Diamond rinq (per paraqraph SECOND of Will) 10, Misc. items of household qoods 11. Proceeds of Penn Treaty Ins Co 12. Dauphin Deposit Checkinq account #06912-5 13. Metropolitan Life POlicy #9067 proceeds 14, Metropolitan Life POlicy #569 RB proceeds 15. Capital Blue Cross reimbursement 16. Comm of PA Retirement checks TOTAL waqan.1nv ":',;JWI,W~~~~{'Nf,"Nf!'lWV -',l _~, .11 II", ,J ,,\, , / /-5- C) (I/--' r/ / REV-1547 EX AFP (12.95* COHHONWEAlTH Of PENNSVlVANIA DEPAATHENT OF R[V[HU[ BUREAU OF INDIVIDUAL "~XES , DEPT. 2106Dl HARRISllMG. PA HllI-OUI ESTATE OF WAGENHEIH FILE NO. DATE OF DEATH 10-12-95 COUNTY, CUMBERLAND NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTIDN OF THIS FORM WITH YOUR TAX PAYMENT TO THE REOISTER OF WIllS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AOENT" , REMIT PAYMENT TO': NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ACN 101 DATE 09-23-96 NORMAN M VOFFE ESQ STE 203 214 SENATE AVE CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CD CDU~T HDUSE CARLISLE, PA 17013 AMount R..! U.d CUT ALDNG THIS LINE ~ RETAIN LDWER PDRTIDN FDR YOUR RECDRDS ..... REY:isW-EX-"Fii-iIF9ifj-NOTICE--ci"--XNHEifii'ANCE-TAX-iippjjiiIsEHfNr-;-,UrciwANcE-bii---m----m---- DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE DF WAGENHEIH GLADVS I FILE ND. 21 95-0787 ACN 101 DATE 09-23-96 TAX RETURN WAS, I Xl ACCEPTED AS FILED I CHANGED RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE DF RETURN BASED,DNI DRIGINAL RETURN . 1. R..I Eat.t. (Schedul. A) 2. Stock. and Bonds (Schedule ~) 3. Clo..ly Hald stock/Partnership Int.r..t (Schedule C) 4. "ortaag.a/Hot.. Receivabl. (Schedule DJ S. C..h/Sank Depolita/Hlle. Parsonal Property (Schedule E) 6. Jointly Owned Property (Schadule fJ 7. Transfara (Schadula 0) 8. Tot.l A...t. APPRDVED DEDUCTIDNS AND EXEHPTIDNSI 36,758.00 9. Funaral Expen.../Ad.. COlts/HIIC. Expan... CSchedul. H) (9) 10, Debh/Mortg.g. Lhbl11U../Ll.n. (Sch.dul. 1) nO) 9.969.00 II, Total DeducUon. ell) 12, N.t V.lu. of Ta. R.turn Cl2) 13. Ch.rlt.bla/GovernM.nt.l Baqua.t. (Schedul. J) (13) 14. Net V.lue of E.tat. SUbject to T.x (14) NDTEI If an assassmant was issued previDusly, lines 14, 15 and/Dr 1&, 17 and 18 reflect figures that include the total of Abh returns assessed to date. ASSESSMENT DF TAXI '15. AMount of Line 14 .t Spou..l r.t. .(15) 16; Anaunt of Line 14 t..abl. .t Line.l/CI... A r.t. (16) 17. A.ount of Lin. 14 t.xabl. at Coll.t.ral/Cla.. 8 r.t. (17) 18. Principal Tax Due III 121 151 141 151 (61 171 .00 246,507.00 .00 39,147.00 15,679.00 . DO .OD (BI 301,333.00 4~ ,7:'7 DO 254,606.00 40,737.00 213,869.00 will , ,DO . DO 213,869.00 X . DO. X .06. X .15. (lBI .00 . DO 32,080.00 32,080.00 TAX CREDITS I PAYMENT DATE 07-11-96 RECEIPT NUMBER AA146516 DISCOUNT '1+ I INTEREST I-I ,00 AMOUNT PAID 32,D80.00 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TDTAL DUE 32,080.00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN fl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I ' ,,- ...., (f) ." 9- Cf.) ,........( ~-~ r,: , ' . r.:: ~ a1 ,,,, RESERVATION I EI,a'I' of decadent. dying on or blfor. D.c.~.r If, 19aZ .. If any future Int.r..' In thl I.t,t. I, tran.f.rrad In pO...I.lon ar .njoy..nt to Clll. . (callat.re" b~flcl.rl.. of thl dlcldant ,".r thl IMpltltlon of any ..t.t. for llf. or for y..t', the C~onw..lth hateby Ixprllllv t...rvI' thl right to appral,. and ...... tran.,.r I~rltanc. Tlx" It the lewful till. I (callat,rll' tlta on .ny luch ,utur. Int.r..t. .) U :i' .\) ". 0:<- ''? 1-" ill..... ,_ ::l UU _'OF NOT,ICEI To fulfill the r.qulr...nt. of Slctlon 21~O a! thl Inn.rltancl and Elt,t, 'IX Act, Act ZZ of 1991. 72 P,S. SIOuon Z1~D. Detlch the top portion of thl. Hatle. and Iubll' with your ply..nt to thl Rlol.t,r of Will. printed on thl tlv.r.. ,Id.. "_"PI check or .onlY order payable.tol REGISTER OF MILLS, AGENT All plV.entl recelvtd ah.ll flrtt b. .ppll.d to any Inttr.tt which ..y b. dUe with .ny r...lnd.r .ppll.d to the tax. A r.fund 0' . t.x cr.dlt, which ..., not r.qu.,t.d on th_ T.x R.turn, ..y b. raqu..t.d by co~l.tlng In "Application for R.fund of pannlvlvBnI. Inh.rltanc. and Elt.t. T.x" (REY..I)I)). Appllc.tlon. .ra avallabl. at the Offlca 0' the R.gI,t.r of Mill., any of the Z, R.venu. District D'flc.., or by calling thl tp.cl.1 24-hoUr ~Iwerlng .trvlcl nuabsr. fOf for.' ord.rlngl In p.nn.ylv.nla 1-loa-S62-laSo, out.ld. pann.ylvanla and within loc.1 H.rrllburg .r.a (717) 717-1094, TOOl (717) 771-IIS2 (H..rlng 1~.lr.d Only). Any p.rty In Int.r..t not ..tl.flad with thl .ppr.I....nt' .llaMenc..or dl.allowanc. of d.ductlan., or .....a.ant of t.x (Including dlacount or lnt.r..t) .. .hown on thlt Hotlc. IUlt abj.ct within alxty (6a) d.y. a' rac.lpt'af thl. Hatlc. bYI . --ttrlttan prat.st to thl PA D.p.rt.."t 0' R.v.nue, lo.rd of App,,'I., Dept. 211021, Hurhburg, PA nUI-lOU, OR --.llctlon to h.v, tha ..tt.r d.t.r.lnld .t audit of the .ccount of the p.rlon.l rapr..entatlv., OR ._.PPI.I to the Orphan.' Court. PAYHEHT I REfUHO (CRlI OIJtcnOMSI ADHlH ISTRAnVE CORRECnOHSI PEHAL TY I Factual .rror. dl.cov.r.d on thl. ....Ia..nt .hould b. .ddr....d In writing tal PA n.part.ant of Ravlnu., Bur..u of IncUvldu.1 fau" AlTHI po.t A.......nt R.vl... Unit, O.pt. zla6al, Uarrhburg, PA 1712I-a601 PhonI (717) 787-6S0S. s.. p.g. S 0' the bookl.t "lnatructlon. for Inh.rlt.nc. Tax R.turn for. R..ld.nt Dlc.dlnt" (REY-ISOI) 'or an axplan~tlon 0' adalnl,tr.tlvllY corr.ct.bl. .rrort. l' any t,M due I. paid within thr.. (S) cal.nda; .onth. .,t.r the d.c.d.nt'. d.ath, a flv. p.rc.nt (S~) dll~ount 0' the t.x paid I. allowed. Th. ISX t.x I~..ty non-p.rtlclpatlon p.n.ltv I. co.put.d on thl total of th. tax and lnt.r..t .......d, .nd not p.ld b.'or. Janu.ry II, 1996, the 'Ir.t dav aft.r the .nd 0' the tlX .~..ty p.rlod. Thl. non~partlclpatlon p.n.lty I. app..labl. In the .... .ann.r and In th. th. .... tl.. p.rlod .. yoU would epp..l the tax and Int.r..t that ha. b.an .......d .. Indlc.tad on thl. notic.. lntlr.lt 1. ch.rg.d beginning with flr.t day of d.llnqu.ncy, or nlna C') .onth' and on. (I) day fro. the dat. of d..th, to the date 0' pay.ant. Tax.' which b~a.' d.llnqu.nt b.for. January 1, 1912 b..r Int.r.at .t the ret. of .lx C6~) parc.nt p.r annua c.lculeted at . d.llv rat. of .00aI64. All tax.. which bec... delinquent on and eft.r Janu.ry 1, 19'Z will b.lr Int.r..t et a rat. which ..Ill v.ry fro. cal.ndar y..r to c.l.ndar y.ar with that r.ta announcad by thl PA D.part.ant 0' R.v.nu.. Tha appllcabl. Int.r.lt r.t.. for 1911 through 1996 .r.1 '!!!! Int.r..t R.t. D.llv Intere.t Factor t!!t' Int.raat R.t. DailY Int.r..t Factar 19U zoX ,oa0548 1917 'X .000247 1911 16iC .aOOU8 1'11-1991 lU ,aonOI I9I~ llX .aOQSOl 1991 'X .000247 1915 UX .000SS6 1995~I994 n .00019Z 1916 1O~ .000274 1995~I'96 .X .000247 ~-Intar..t Is calcul~tad 81 followll INTEREST = DALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "~Any Notlc. I..u.d .ftar the tax b.co..' dalinquant will t.fl.ct an Int.r..t calculation to flfta.n (15) day. b.yond the date of the .I......nt. If pay.lnt I. .ad. .ftar the Int.r..t coaputatlon d.t. .hown on the Notlca, .ddl tlonal Intar..t au.t be c.lculat.d. DISCOUNTs INTEREST I ... .. . IN THE MATTER OF THE ESTATE OF GLADYS I. WAGENHEIM, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO, 2195-0797 FIRST AND FINAL ACCOUNT OF Norman M. Yoffe, Executor for ESTATE OF GLADYS D"t.. ~("'....-.,.\"'\f '" 'U.., ''''oft..,''...... ...1'(, .", A~.....'tlll..' ,.. ("'..~\...L....J &....... ..u"'.....L Date of Death: I. WAGENHEIM, Deceased (f .'- . lIP. ...., 1 'It I' '" tI,."t Pt,)'" ".J ~,1f/' I''lt October 12, 1995 October 23, 1995 October 23, 1995 to September 30, 1996 Purpose of Account: Norman M. YOffe, Executor offers this account to acquaint interested parties with the transactions that have occurred durinq his administration, Date of Executor's Appointment: Accountinq for the Period: The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined, Requests for additional information or questions or Objections can be discussed with: Norman M, Yoffe, Esquire Attorney for the Estate 214 Senate Avenue, Suite 203 Camp Hill, Pennsylvania 17011 (717) 975 -1939 1 SUMMARY OF ACCOUNT Fiduciary Current Acquisition !l!u Paqe Value Value 1. Proposed DiIltributlon 8 & 9 $ 202,226.42 202,226.42 2, principal 3 3. Receipts 301,185.91 4. Net Gains on Dispositions 4 5,399,98 306,585.89 5. Less Disbursements. Debts of Decedent 5 12,155.39 Funeral Expense 5 5,967.58 Federal and State taxes 5 32,593.00 Fees and Commissions 5 22,059.00 72,774.97 6. Balance before distribution 233,810.92 7. Distribution to Benef iciaries 6 29,310.00 8. Principal Balance on hand 7 204,500.92 9. For information. 7 Investments made 7 10. Income Receipts 7 & 8 5.300.87 Less Disbursements 8 3,397.56 11. Balance before distributions 1,903.31 Distributions to Benef iciaries 8 & 9 0,00 Income balance on hand 1.903,31 12. Combined balance on hand 206.40.4.23 2 RECEIPTS OF PRINCIPAL Assets Listed in Inventory (valued as of Date of Death) Fiduoiary Aoquisition Value Cash. Dauphin Deposit Checking account# 06912 -5. . . . I I I . . . .. . .. .. . . I . . . . . . . $ 6,284.40 Tangible Personal Property Jewelry: Three Opal Rinq......................... Diamond Ring.... I . . . . . . . . . . . . . . . . . . . . . . . 300.00 1.950.00 2,250.00 Miscellaneous: HousehOld goods......................... 250.00 Stooksl 1146 Shares Centerior Energy............. 12,319.50 414 Shares Mellon Bank....... ............ 20,544.75 1214.16 Shares Dean Witter Liquid Assets Fund............................ 1,214.88 27,409.969 shares vanguard Fixed Income Fund, High Yield Portfolio.,..,,212,427.25 Debt Instruments (Certificates of Deposit) 246,506,38 Shawmut Bank............................ 13,000.00 Berke1y Federal Bank,.......,.,..".",. 13,000,00 Onbank and Truet Company..,.""".." ,. 13,000.00 Insuranoe end other reoeivableB Proceeds of Met Life Policy#; 9067... f. .. .. .. ... . . I I . .. ., . . 39,000,00 2,074,61 Proceeds of Met Life policy# 569. . . . I . . . . . . . . . . . .. . . . . . . . 1,085.71 Proceeds of Penn Treaty Ret, Home Policy# P203113 "' . . . . . . . . . . . I . . I I .. . . 2,633.35 127.20 974.26 6,895.13 $301,185.91 Capital Blue Cross reimbursement.,..,.. Commonwealth of PA retirement.".".,., Total Inventory........................ 3 RICIIPTS SUBSBQUBNT TO INVBNTORY NONE GAINS AND LOSSBS ON SALI AND OTHBR DISPOSITIONS Gain Loss 11/02/95 414 shares Mellon Bank 516.51 11/26/95 1146 shares Centerior Energy 713.27 06/17/96 27,409,969 shares Vanguard Fixed Inc, Fd, 5.398.35' 09/27/96 13.000 Berkely certificate of deposi t 16.25 13.000 Onbank certificate of deposit 182.14 Total Gains and Losses 6.113.25 713.27 Less Loss 713.27 Net Gain 5.399~qR "'.qen. fl. '! , IThis qain ,includes the income accretion between the inventory valuation date and date of completion of liquidation, 4 Debts of Deoedent Disbursements of PrinoiDal 11/14/95 12/07/95 02/05/96 06/04/96 Mesiah Village, for home care,., ,.,$ 6,583,98 Boscovs, for bill of decedent",.." 28,61 Yoffe & Yoffe, P.C. for pre-mortem bill of decedent,..,.,." 402,00 Commonwealth of Pennsylvania to reimburse for retirement checks paid in error.... ...... ...... 09/30/96 Yoffe & Yoffe, P.C, for pre- mortem bill of decedent. ...... ...... Puneral Expenses 11/14/95 11/14/95 11/14/95 11/14/95 12/18/95 04/23/96 Reese Funeral Home, Inc............. Mt, Moriah Cemetery for qrave openinq....................... Temple Ohev Sholom for use of Chapel............ I . . . . . . . . . . Rev. Polish for officiating at funeral honorarium............... R,J. Romberger for grave marker, partial payment...."..,..., Romberger Memorials, for partial payment.... . . . . . . . . . . . . . . . . . 04/12/96 Federal and State Taxes 07/08/96 PA Department of Revenue for 1995 Income Tax..................... 2,240,80 2,900.00 12,155.39 4,687,50 475,00 200.00 150.00 227,58 227.50 5,967.58 513.00 Register of wills to pay PA Inheritance Tax.. I............... 32,080.00 Fees and Commissions 09/30/96 09/30/96 09/30/96 32,593,00 Yoffe & Yoffe, p,C, for attorney fees........................ 15,594.00 Norman M. Yoffe, to reserve for executor fees....................... Yoffe & Yoffe, P.C. for certified postage, mileage, affidavits and miscellaneous. . . . . . . . . . . . . . . . . . . 5 6,300,00 165.00 22,059.00 72,774.97 ,!'.1">~~~+f'!~mt;>t:~'-\.t;:r:/I,"~,':;t.r.;,:"Mii:<::;,-'f~{j.j;;;)f;~~~~~,;;j~"i;w'"W,;i;U''''f,1U;.,'~"'':''''f!' Distribution of PrinciDal to Beneficiaries TOl Diane McCormick, on 12/1/95, diamond rinq in satisfaction of qift per paraqraph SECOND of wi11""...".....,.,$ 1,950,00 TOl Marie Waqenheim, on 12/1/95, opal rinq in satisfaction of qift per paraqraph THIRD of will",.."".."...., 300.00 TOl Gary L. Waqenheim. on 6/26/96, an advance on his paraqraph FOURTH leqacy........ I I......................... 8,000.00 To: Mariann waqenheim, on 6/26/96, an advance on her paraqraph FOURTH leqacy.. I........... I. I........... 10,000.00 TOl Howard Waqenheim, on 5/6/96. an advance on his paraqraph FOURTH legacy............................ 8,810.00 To: Diane McCormick, on 12/1/95. household personal property, taken in kind per paraqraph Fourth leqacy".,.,...,..., 41. 67 TOl Gilbert waqenheim. household personal property, taken in kind per paraqraph Fourth leqacy "...,.,.., ,. 41.672 To: Gary L. Waqenheim. household personal property, taken in kind per paraqraph Fourth leqacy.,..,........, 41. 67 TOl Mariann Waqenheim, household personal property. taken in kind per paraqraph Fourth leqacy..,.,..""... 41.66 To: Howard waqenheim, household personal property, taken in kind per paraqraph Fourth leqacy"".".."." 41.66 TOl David Waqenheim, household personal property, taken in kind per paraqraph Fourth leqacy,...",..,.." 41.67 Total Distributions of Principal Beneficiaries... I.......... I I................. 29.310.00 2See Footnote 7. 6 Current Fiduciary Value Acquiei tion (9/30/96) Value To: Gary L. Waqenheim (14'1> of residue) . . . . . . . . . . 31,838.52 Less advanced distribution. of.O.... ..... ( 8,000,00) Less Household personal property payment'. . .'. . . . . . . . . . . . . . . (41. 67) 23.796.85 23.796.85 To: Marianne Waqenheim: (14'1> of residue)........., 31.838,52 Less advanced distribution. II ........ Of. (10,000.00) Less HousehOld personal property payment. (41.67) 21,796.85 21.796.85 To: David Waqenheim: (14'1> of residue).,...",.. 31,838,52 Less advanced distribution,.,...,.....,. (41. 67) 31,796.85 31.796,85 To: Howard Waqenheim: (14'1> of residue) ,."....,. 31.838.53 Less advanced distribution....,.. ,. ..... (8,810.67) Less Household personal property payment.. .. .... . . .... .. ... (41. 67) 22,986.86 22986.86 To: The Estate of Gilbert Waqenheim71 (14'1> of residue) ,."", ". 31,838,53 Less advance distribution. '. " . . I . .. . I . (41. 66) 31,796,87 31,796.87 To: Diane McCormick: (14'1> of residue).......... 31.838,53 Less advance distribution....I. ..... to. (41. 66) 31.796.87 31. 796. 87 waoen. U'a 206.404.23 206.404.23 'Decedent.s household goods were inventoried at $250.00 The seven individual legatees divided these among themselves in kind and aqreed to be charged therefor on an equal basis or $41,67 (or $41.66) per person, 7Gilbert Waqenheim died August 2. 1996. Marie Waqenheim was qualified as executrix of his estate on October 18, 1996 by the Register of wills of Dauphin COunty. Gilbert Wagenheim did. however, receive the household personal property distribution during his lifetime. 9 : VERIFICATION NORMAN M, YOFFE, Executor under the Last will and Testament of GLADYS I, WAGENHEIM, deceased, hersby declares under oath and penalties of perjury that he has fully and faithfully discharged the duties of his office, that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period, that all know claims against the estate have been paid in full, that, to his knOWledge, there are no claims now outstandinq against the Estate, and that all taxes presently due from the estate have been paid. I hereby state that I am an adult individual who is authorized to make this verification and that the facts set forth in the foreqoinq First and Final Account are true to the best of my knowledge, information, and belief, I understand that false statements herein are made subject to the penalties of 18 Par C.S, 54904 relatinq to unsworn falsification to authorities. ~Il NORAAN M. YOFFE, DATED I 1'. ~ ., , 't,,, ~2t ;;;tfc EXECUTO 10 .,--,,-~ -.,,-,.-..... -~_. To: Diane McCormick. household, personal property heretofore distributed 12/1/96 ,.".."."., 41. 66 roI'AL. . . . . . . . . . . . . . . . . . . . . . . .27,060.00 (C) Current Distribution of Residuarv Consistinq of $204.500.92 net distributable principal, plus $1.903,31 net distributable income,' To: Conqreqation ohev Sholom Temple (8\ of residue),..".,..,. 21,216.54 To: Betheoda Mission (8\ of residue).................. 21.216.54 To: Gary L. Waqenheim (14\ of residue) . . . . " , , . " , , . , ., 31.858.52 Less advanced residue distribution. " . . .., . . , .' To: Marianne Waqenheim: (14~ of residue) . . . . ... . . .. . . .. '. (8,041.67) 23,796.85 31.838,52 Lees advanced residue distribution,.....,....,. (10,041.67) To: David Waqenheim: (14\ of residue)... . . ... . . ... . . ... 21,796.85 31.858.52 Less advance distributions. . . . . . . . . . .. . . . . . . (41,67) 31.796,85 To: Howard Waqenheim: (14% of residue)................. 31.838,53 Less advanced reeidue dietribution. . . . .,. . . , , . , (8,851.67) 22,986.86 To: The Estate of Gilbert Waqenheiml (14~ of residue)................. 31.838,53 Less advance residue distributions., , . ",. ,.., (41. 66) 31,796.87 I Thie is prior to advancee made toward residuary bequeste, . To: Diane McCormick: (Hill of residue)."....." 31,838.53 Less Household personal property payment.......... (41.66) 31. 796.87 Total Current Residuary Distribution (D) ~RECAPITULATION: 1. Advanced Non-Residuary Distributions.. IO............ 206,404.23 2,250.00 2. Advanced Residuary Distributed in kind.,..,., 250,00 Cash Advance Distribution......... ...., 26,810,00 3. Current. Residuary to be to be Distributed.,...,.., Total Advanced and Current Distribution., 27,060.00 206,404.23 235.714.23 RESPECTFULLY SUBMITTED By: waoenffa.l . .. PROOF OF l)lJUUCATION OF NOTICE IN ClIMUERI.ANI> LA W JOURNAL (Under Al.t No, 51l7.uppl'llwd Muy 16. 1921)), p, L.171l4 STATE OF PENNSYLVANIA : COUNTY OF CUMDERLAND : ss. Roger M. Morgenthal, Es1lulrc. Edilor or Ihl' CUl11bcrlund Luw Joul'l1ul. of the County and SllIle aforesuid. being duly swom, according In luw. dcposcs und says Ihulthe Cumberlund Law Journal. a legal penodicul published inlhc Borough of CUI' lisle inlhe County und Stute aforesaid. Wll~ estublished Junuury 2. 1952. umllbignulcd by thc locul courls us the Ilfliciul legal periodical for the publicution or ull legal nlllices, und hus. since Junuury 2. 1952. been regularly issued weekly in the suid County.und thUllhc prinlcd nOlice 01' publication ullached herelo is exactly the same ll~ wus printcd in Ihe rcgulur editinns and issues of the said Cumberland Law Joumalonthe following dmcs. viz: OCTOBER Ill. 25. NOVEMBER...LJ9l)1I Affiant further deposes thul he is uUlhl1l;zcd 10 vcri fy Ihis slutement by Ihe Cumberlllnd Law Journal. a leglll penodiclIl of gencml circululion, lImllhul he is nol inlerested in the subject malleI' of the aforesllid nlllicc or lIdvCl1iscmcnl. und Ihulull ulil'gutions inlhe till'cgoing statemenl~ as to timc, plucc and ChnI'llCIl'" or puhlkmionure lI'uc. WllpDhelm, GIadJo L. doc'd. Late of the Townshtp of Upper Allen. Execulor: Norman M. yorce, 214 Senale Avenue. Sulle 203. Camp Hill, PA 17011. Attorneys: Norman M, yorce. Es. quire. Yorce & yorce. P.C.. 214 Sen. nle Avenue, Sulle 203, Camp Hili. PA 17011. --JVYt1/( Rnger M. Morgenlhul. EdilOl' .... SWORN TO AND SUBSCRIBED bcfore me Ihis -Ldayof NOVEMBER .1996 L' "" '" ;;;/(,(1dil.1 7:1. &1 W NOlary r NOTARIAL SEAL I CUSAN M, RAMSEY, Notary Public CIIrtiale, Cumberland CoonIy, Pa. My Commission EJplres Septr.mbcr 6, 1099 .f '1-~d,'-t: Reconn'J Oli;c(' of Rogltl':, J! Wills .97 FEB 21 I\B :24 ClerK,,;. U..url CUmb.j,ll.lnU Co" PA , , IN THE MATTER OF GLADYS I. WAGENHEIM, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO, 2195-0787 NOTICE OF FILING OF FIRST AND FINAL ACCOUNT AND CALL FOR AUDIT Notice is hereby qiven that Norman M, Yoffe, Executor has on this date filed his First and Final Account in the above estate and that the same will be presented to the Court for audit on April 22, 1997 at 9:00 A.M, The last day to file objections to this account or to the proposed Schedule of Distribution will be on April 22, 1997 at or before 9:00 A.M. Such objections must be filed in writing with the Clerk of the Court, Orphans' Court Division, cumberland County Courthouse, Carlisle, pennsylvania. waived, If objections are not so filed, they shall be deemed A copy of the aforesaid account and Distribution Schedule is enclosed. YOFFE & YOFFE, P,C. Dated: Februarv 21, 1997 By: /~fl'1 I~ r/J NoRMhi<l M. YOFFE Attorney for the Estate certnot .W.O' EXH1B1T "An AUl_ faa ha,aln l'ampI 0' ma'l, pOllage and POI' mark. Inquire 01 POllmu", for curran' rll. MAY II USID'Oft DOMESTIC AND INTERNATIONAL MAIL. DOES NOT ",OVlDE'Oft INSURANCE-POSTMASTER A""... ',omYOFFE & YOFFE, P.C, 214 SENATE AVENUE, SUITE 203 liAMP HIll, PA 17011 m f/l7) 675-1638 ~~; R~;Y1tr~~~~~{~C (J A- , /10 PS Form 3B17, Mer. 1999 .U 8QPO 111111,0-282..04126141 Aoc.'", 'rom: YOFFE & YOFFE, P,C. , '14 SEA/Ale AVENUC, sum: 203 CAMP HILL PA 171111 PH. (71 iJ 971i-18~J AffI. fea he" 6n ItampI 0' melar pOI'lg. end pall mark. Inqul,e 0' POllmlller 'or cur"nt I.. PS Form 3917, Mer. 19B9 . . U 8,GPQ, 18111.0.282-.0412111.1 .__._--------.-._~~_.-".~~.,._- AWll fea hare in 11.mpI or ma'.r pOltag. Ind pall mark. Inqul,e 0' POllmlltlr 'or ,cur'lnt ,... MAY BE USED FOR DOMESTIC AND INTERNATIONAL MAIL. DOES NOT PROVIDE FOR INSUAANCE-POSTMASUR A""... ''''''YOFFE & YOFFE, P,C, 214 SENATF AVFNIJE, ~IJlTF ~:l CAMP HIll, PA 17011 -1 PS Form 3B17. Mer. 19B9 .U S GPO. ,,,,,,.1).282..0412111.1 ,: 'i' II . B' ..-,.,-.---_..lh......,~"',___"~'''''..'ji:,>.'>'_'.,i'_'_'........_"...'~__'''' ~......~~""~"..~._-~,..,,- ,,- .- Allt. tee hl'l in Illmpl 01 met" pOll.g. end POI' mil", InQUIII ot POllm..," fOf tUII.nl ,.. T " "'.n IE USED FOI\ DOMESTIC AND INTERNA lIONAl MA.ll, OOlS NOt PROVIOE fOR INSURA.NCE-POStMASt[R "".,'" ',om YOFFE & YOFFE, P.C, %1 SEN4.Tr:.AVF.NIJE;-BtU1E-ffi3 ClN!' !Ill.!. PA 1701 , " E .,; .. t J I '.' I,' ~ ;, . ';il~ j PS Form 3B17. Mor, 19B9 . U 6 01>0 1 lilli' 0 ;>8;>.U' ..~,., A.co'''' '''YOFFE & YOFFE, P.C, m SEN,^.tE AVENUC. CUlrE 203 r.:.~'p I'!!, ,,( ~ '1; AIIll fe. her. in II.mpI or meler pOlt'g. .nd pOll me'''. InqUI" of POltm..,er fOI curr.nt tee. .:l ~, t). '5l ~' \li*.I()fi .:(.."... I'"",.~.,; AU,. fee herein Slimp. or meter pOlt'g. end pOlt milk, Inqulte 01 POI'muler tOf cunlnf .-, MAV DE USED FOR DOMESTIC AND INTERNATIONAL MAll, ODES NOT PROVIDE FOR INSURANCE-POSTMASTER A.co'", ...,yOFFE & YOFFE, P.C, ?14 SENATE AVENUE. SUITE 203 l/lMI' HILL. Pi\ 17011 ,., ,.. ")""'\II"tl "I, ',I ", ',,'1 v" ,,-..) PS Form 3917. Mor. 1988 IUSGPQ 1\1111.0 "U2..042M.H /:. X I, 'I~' " JEe ~ !i? 0( I, ~=~ 1\> ~&. -- ; ~(j~ ~ :I ~...IA ow,-< e'il; ~ ~..;;:>: 0 ~o ~ :1 ..' .l"-n ,,~m ,j ~ m'l m[ll -.._m t... f=)> 120 ~iiO f"fil~i~m ~ ~111 ~~~ 2i I~:u ~ ~ - ..: ("') 0-' - -. ~~ E" F3: 01> 0- Ul!: 22 o ~ Jl f -- ~ X . '1 - j .---- - '- . -- l -,- -, r - ___ B , I -' - , - -, - ~'~~ ,'" -' ... CD ~ ." ~ ~ '" '" '" . c ~ - -, ,-- " -" '-,; -1 :; i-~ 1'1, __ s . ~ " e ~ --I .7T" -:::.\ -- :...,"-- ~) 1 -; -~ ,,",, ~ . \ \ N ~ ~ Jl r:~f :-~ _)-v --, ~ ., -+-;. ......--._~ ',' --' ! E ~, -~ \ J, :' l_' ':"\...... .f'. -,--:::~,3 CD - \ ~~ f8~ ~__~t -, I', '-- I < t;\ -, _ "'-, ~... -,- 4.-.,.1 If'N :=J!1 1.,\.... -4__::::, /..... ~ ~'-... ('0;;)-'1 III ,,,"'\ _ r.. ~ ." ~ ::t::.. ',',' to)::::- :- '" .. ' ~ :-'- s -- .-.1 . ~ - ..) Z :-:-:. ~ -... ~ :-\' f N ~ ~ ..'",;,: ..~-:--....- n "if;: :r. _~ . n ~::c ..::IF ~-o Ul ):. . ;;. ~... >'? ~J 00 t.:J ~ ~ ia'"8 ~ ~ , ~ II 3 . ~3~" .. . . . ;""i "" g il iie 5 i ~,1i ~ _!!.h " ;liE e ~ 5?-< 1fI " 6~ ~ 3,... me VI ~~ . nags ~ 11'0-< ~(; i C"< -I =H ~~ ~ T1 m ~m 120 ,~ .,," -< g~ 0 ~~ iiI' -0 fl> . Snj ~o E" F3: 01> 0- Ul!: z2 oc) ~ i;JllP~ ~ , = ~ 3 51 3 . . _ ;.1:3 ~ i"g i --III- 'lil~' p.~ _!!.h -- STATUS REPORT UNDER RULE 6.12 Name of Decedent: 6LA\)~s.I, WA()t:NIIE..\M Date of Deathl-1.Q.::.\ (~ - q .5' Will No. Admin. No.ICjq5-C01~7 Pursuant to Rule Court RUles, I report the the administration of the 6.12 of the Supreme Court Orphans' following with respect to completion of above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: J. If the answer to No. I is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes x No , b. The separate Orphans' Court No, (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No )< d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. '/~~11 ~ rf1'J Signature ' ND~MAI\1 M. YO((G Name (Please type or print) Zl~ Serok A~(',SjI-k 203, Cllf..\ptl,II,PfII1011 Address .on )l11S-IBf( Tel. No. Date: 9 1,1., l ~ 1 '".,,, ".j c: ..1', ;)\ _:.. ~) '..:;c,~ Personal Representative X Counsel for personal . representative Capacity: (MAH:rmf/AMJ) -'" -"C"-"~'~~--:---~"7"'_ ~".~_*...,.,,,,,_____._.,__~,__ C/