HomeMy WebLinkAbout96-00632
.
o
Z
,
~
V;
'0
CD
a
~
~
PETITION ..-OIt PlwnA 1'1': und GRANT 0"- LETTERS
No, ....21:::9.6"-__~.3-;.J
To:
blllll' III _H~'~'IIV,IJ.!,_S"-_\l(~I.I:!L,-----
fll.\l1 kllo",n (1.\ ---.--.-----------.-----.----..
R~gisl~r of Wilb for Ih~
CoulIl)' of ~rllll"l , ill Ih~
Commllllweallh of l'~lIl1sylvania
-_.~_..__.._-_.-_. --- -----.--------.--- -~.__._-
_________u_____ _____. ___, ____._ -" 1)('CI..'d.\'(III,
SIIda' S"l'lIril,\' Nil, _. 190-12-3/,66
Th~ l'elitiollOf Ih~ ulld~rsigned I~sl'~clfully r~l'res~lI" Ih,":
''<lIIr l'~lilion~l(')' who b/ar~ 1M y~a" of ag~ 01 older all th~ eX~~UI orn
in Ihe last will of Ih~ ahov~ d~c~d~UI. dal~d Nnvember 22
alld codicil(s) dal~d
named
,19J18_
---RYlIJI.IlJ.LW.~Wolli-=.-dl~LL..Oct.llbeLJl' 1 qqo;
t\tal~ rdC\iUlt dr.:um..t;U\I.:C\. l.',~, rCl\lIIH:iillinn, dl.':uh ul'l.'\l.'I.:\Ilur. ell:,)
D~~elld~llI was domiciled al death ill Cumberlnnd
her lasl falnil)' or l'rillcil'al resid~nc~ at = 181 Frost Rond,
South Hiddleton Townshi
Coonty, I'~nllsylvallia, wilh
Gardner's.
(Ii\l ..1(1:1.'1, nllmber ill1l1I1lUlh:ip;llit)")
D~ccnd~lIt, Ih~n 71 yea" of agc, died July 29 ' 19 96
at Carlisle 110s itnl '
Execl'I as follows, d~c~d~lIl did not marry, was nOI divorced and did nol hav~ a child born or adol'l~d
aft~r ex~cutioll of th~ will off~rcd for l'robatc; waS nOllhe vielim of a killing alld was n~ver adjudiealcd
ineomp~tenl :
D~eendenl al death owned prop~rlY wilh estimatcd valucs as follows:
(If domieilcd in I'a,) All personal properlY
(If nol domiciled in I'a.) Personal property ill l'~lIl1sylvania
(If not domiciled ill Pa,) Personal prop~rlY in Coumy
Value of real estalC iu P~nnsylvania
siluat~d as follows: 181 Frost Rond. Gnrdners
S 10.000.00
S
S
S 80,000.00
WHEREFORE. p~tilioner(sl respectfully relluesl(s) th~ probate of th~ lasl will and eodieil(s)
pr~sented hercwilh and th~ gram of I~tt~rs Testamentnry
(tc,lal1u:nli.IT)'. admini!olTatiun C,l,;\,; adl1\inhlTation d,h,n,~,l,a.)
th~ron,
f1irr['i'f
RAY I. JckFE
4 I Ladnor 1.nne
Cnrlisle. PA 17013
J 17_1,86-3600
,
'<i
.,
c
"
~7
(,';:
~;!
~::
c'::
~.=
Z==
~'-;
;;,
':i.
;.Q'J'- I? ' /.. )jI..l?-
DAI.E R. WOJ.FE D
181 FroliLRlllld
Gnrdnerfu PA 17324
717-486=59.02
~-
OATH OF PERSONAL RE1JRESENTATlVE
COMMONWEAl.TH OF I'ENNSYLVANIA I '>\
COUNTY OF CUHBERI.AND J ::;
Th~ pelilillnerbl abov~,nam~d swear(s) or affirm(s) Ihat Ihe 5latem~m5 in Ih~ foregoing p~litilln ar~
"1I~ and ellrr~ct t\llh~ h~slllf th~ knowledg~ and b~licf of p~lilion~r(Sl and that as l'~rsonal r~pr~s~n'
lati..~(sl of Ih~ ahllv~ d~e~d~nt p~tilion~r(s) will w~1I 'Td trul)' administer Ih~ ~stal~ aeellrdillg wlaw.
Swmn III l1f affirm~d and sllhserib~d f l 1, i:- ') t. - !!'
hcfllr~ m~ Ihb 14 tlL-- da, of DA1.E R. WOJ.FE >;:'
. J\.ug~t&.t_ 19~ 1 ~
1Ijr.U.'jJ:.,-;!" ,,<, ~
U p.. II. PJ \\'1";\'\ JI"R;.I1'" ~
- ) I
N 21-96- 632
o.
Estatc of
HAYBEI,I.E S. WOI.JlE
. Dcccased
DECREE OF PROBATE AND GRANT QI<' LETTERS
AND NOW AUGUST 16 19~,ln consideration of Ihc pelltion on
Ihc rcvcrsc sidc hereof, satisfaclory proof having been presented before me,
lT IS DECREED that Ihc Inslrument(s) dated November 22. 1988
describcd thcrcln be admilled to probate and riled of rccord as the last will of MAYBELLE S.
WOLFE
and LCllcrs Testamentarv
arc hereby grantcd 10 DAI.E R. WOLFE and RAY too WOI.FF.
i
;1
jl
I
'I
, I
,
I
I
:1
I
I
1
'I
'I
I
I
:1
'I
.....
(',. i~J
'\
Register or ills
IRWIN, McKNIGHT & HUGHES
FEES
Probatc, Lcllcrs, Elc. ......... $200. 00
Short Ccrtificatcs( 2) .. . .. . .... $ 6 . 00
Renunciation .........,...... $
x-pages $ 6.00
JCP S. ee
TOTAL _ $217.00
Filed ...... ..Augu.s t. .16, ..19.96.. ....
ROGER B. IRWIN, ESQUIRE (#06282)
A TIORNEY (Sup. Cl. I.D, No,)
60 West Pomfret Street, Carlisle, PA
ADDRESS 17013
717-249-2353
PHONE
on \0 :0
c G :0',,;
-. G. ~', \ "
~
~~
~~:
Vi
I t~" -.
:t.";;"1 ~
',,-,
00
~0 '0 :n
~-~ ". O. :T.11t>
. "
C.
:..;c"
'"
t.=t
~
J:>,
:3
-q\- (:J ',j
):Jo :...:. ~
.".
last Bill aub ~c$tantrltt
I, MAYBELLE S. WOLFE, of South Middleton Township,
Cumberland County, Pennsylvania, declare this instrument to be my
last will and testament, hereby expressly revoking all wills and
codicils heretofore made by me.
1. 1 direct my executor to pay all of my debts, funeral and
administrative expenses as soon as may be done conveniently after
my decease.
2. 1 authorize and empower my executor to sell any realty
owned by me at my death and not specifically devised or
bequeathed herein, at either public or private sale, and to give
good and sufficient deeds therefor, in fee simple, as I could do
if living.
3. 1 devise and bequeath all of my estate of every nature
and wherever situate to my husband, Russell W. Wolfe; providing
he shall survive me by sixty days.
4. Should the gift in Paragraph No. 3 not take effect I 1
devise and bequeath all of my estate of every nature and wherever
situate as follows:
(a) As long as Dale R. Wolfe desires to live in my
home, and actually does so, he shall have the right to live there
and use the contents therein. As long as he does live in my
home, he shall pay all the expenses incident thereto for upkeep,
utilities, insurance and taxes, and
(b) All the rest, residue and remainder of my estate,
I give to my two children, Ray L. Wolfe and Oale R. Wolfe, share
and share alike.
death,
(c) If Dale R. Wolfe Is not living at the time of my
give the sum of $500.00 to his daughter, Mandl Lee, and
all the rest, residue and remainder to Ray L. Wolfe.
(d) If Ray L. Wolfe Is not living at the time of my
death, his share shall go to his children, share and share alike.
5. I nominate and appoint Russell W. Wolfe to be the
executor of this my last will and testament; he is to serve as
such without bond. Should he die before my death, renounce or
refuse to serve for any reason I or die leaving any of my estate
unadministered, I nominate and appoint Ray L. Wolfe and Dale R.
Wolfe, as substitute executors, also to serve as such without
bond, with the same powers as are given herein to my executor.
6. I hereby suggest that my personal representative retain
the services of Irwin, Irwin & McKnight, as attorneys in the
settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this u~ day of November, 1988.
I~A~~v~t{~. ~L~{ ~t-(SEAL)
Signed, sealed, published and declared by Maybelle S. Wolfe,
the testatrix above named, 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 subscribed our
names as witnesses hereto.
~,~ t:l!pd~Jal,"-
'<l' t:: .-(
'l5 ~'
v. ;~ t.1_
, ' ~ ,.-f
'~ -,
.' d. , ,
.
, Co '<t
" -
(~ , ij
}; , .
'. '. j
0 .~ ~1 ',.J
() lU fR ' i I~
<1> a;
0: 08
, .
(,
.
CI.l
~
...:l
~
I:Q
><
..;
::;:
00
1-" OJ
J:! I'l
Cl9 0\
Z~tg
~ ~ ~ -
U c .. < "
-Sl:'I ::E ~ = z ::
u ~W<N
-dl;;Jf>cl
t:- ~Z .. :q! ~
\\.~~~2~E
--.::;.1 .. 0: Id ffi !::
- -f ~D.
.:IE a hi
Z 2 .. :J
~~ ~
!!:~ ~
.<'6
('()
~--9
~~Q
1-
~
. t
.
. t
.
....
~
~
o
~
... ~ ,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
u:
lIale R. Wol re and Kny I.. WoHe
baing duly _ IIworn . according to law, dopo.o. and ..ys that thoy are. the executor
__ _ ____ 01 tho E.tate 01 HlIybell.'l _5. WoHl! .. _ _ ___
l.to 01. South Hiddleton Townllhip , Cumberl.nd Counly, P.., deceasod .nd th.t tho
within II .n Inyentory m.de by them ._, Ihe said _ ._e.xecl!.t~.!R__ ._
of Ih. ontire e.I.le 01 ..id decedenl, consisting of all the personal prop"rty and roal est.to, oxeopl ro.1 0I1.Ie ouhid.
Iho Commonwo.llh of Pennsylvania, and th.t the figures oppo.ite oach item 01 tho Invenlory ropresenl it', f.ir v.luo
u of Iho dalo of docodenl's death.
Swarn
.nd .ubseribed boloro me,
Dale R. Wolfe ~y Wolfe
.&Jz._bJJ/: ___, _ ___ _ "1.~~..:4_
n..cutorS ~Kat -" ~ - -
560 York lIaven Rd. 41 Ladnor Lane
O.Ie of Oe.lh ___ .__
.Iaaluo L arlal Sua'
Carlislo Bor~r~ba~h, NOlary PUN
=mm;ssIOIi E~;'e;~:;g ~~~7~39
'~As5watiiiia~
29
York lIav.e~. J'~ 1T!?~ __Carl.!R!~!'.~.170!3
Addr...
07
1996
Day
Month
v..,
INSTRUCTIONS
I. An invonlory must bo filed within Ihreo monlh. aller appoinlmenl of porsonal ropro..nl.tlye.
2. A .upplomonl invonlory mu.I bo Iliad wilhin Ihirty day. of discovery of .ddition.1 ."oh.
3. Addition.l shoeh m.y bo a"achod .s 10 porsonally or re.lly
4. S.. Article IV, Fiduci.rios Acl of 1949.
I
Ii
\,
,
.
.
~
l'
,
J
....,
,d'
~! ..,; I ~
>- 0'
I- w E-t! " I
~, ~ t.:l
~ "" I- d! ~ , ~ Ii!
w -< " I
Q, I- ...l 81 u "
0 VI 0: " I
0 w c I '" ~ '"
"" w :S' III I "
J: ~ H
I- Q, :di i Q, c ~
I- ..J LL . ~ ~
Z . 0
LL ..J -< 0 tIl 'tl Q, I ! 1<I:l:
W 0 -< w iJ~ ,;. I I ... -< H
> Z "" III a
...ll , .
z 0 c III
C cl ,d' ~ I
VI Z ...1 0 ell
"" e:!' =1 U .
w -< al ...
Q, ~ til, ." .
C ~
~ I
- -;: i
0 co
.D ." '"
" E
. ~ 0
~ ~ 0
..J U u: CD
N
.;
Z
J !)
II
~
?
REV. 1600 EX .(7.'4)
fonOAfE50F OEA'" ...rlllt 1Zll1l1J1 CHECK ..ERE
IF A !".POU~Al
r;\ "'C tM.
FILE NUMBER
2. Suppl.mental Return
4.. Future Inlo,ost Compromi~o
liar date. 01 death alter 12-12-82)
[!) 6. Decedent Died Testate 07, Decedent Maintained a living Trust
(Attach co 01 Will) (Attach a co 01 T,ust)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
2 2 NAME COMPLETE MAILING ACDRESS
R D Ro er B. Irwin Es uire IR\lIN, McKNIGIIT Ex HUGHES
~ ~ lELEPHONENUMOER 60 \lest Pomfrot Streot
_ T 717-249-2353 Corllslo PA 17013
1. Real Estate (Sch.dul. A) 1 72,000.00
2. Stock. and Bonds (Sch.dule B) (2) None
3, Closely Held StockIPartnership Interest (Schedule C) (3) None
4, Mortgages and Notes Receivable (Schedule D) (4) None
5, Cash, Bank Deposits & Miscellaneous Personal Property (Sch, E) (5) 11 ,524.07
6, Jointly Owned Property (Schedule F) (6) None
7. Translers (Schedule Gl (Schedule L) (7) None
8, Total Gross Assets (lotal Lines 1-7)
9, Funeral Expenses. Administrative Costs. Miscellaneous
Expense. (Schedule Hl
10. Debts, Mortgage Liabilities, Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value 01 Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Sub'ect 10 Tax (Line 12 minus Line 13)
15. Spousal Transfers lIer dates el dealh aUer 6-30-94)
See Instructlens ler Applicable Percentage on page 2.
(Include valu.s Irom Schedule K er Schedule M,)
16. Amount of line 14 taxable at 6'10 rale
(Include values Irem Schedule K er Schedule M,)
17. Amount of Line 14 taxable at 15-/. rate
(Include ualues Irem Schedule K er Schedule M.l
18. Principal tax due (Add tax Irom line 15, 16 and 17.)
19.CreditslSp Poverty Prior Payments Discount Inlerest
0.00+ 0.00 + 197.17 0.00
20, II Line 19 is greater than Line 18. enler Ihe d,lIe,ence en line 20. This is Ihe OVERPAYMENT.
~ 0 Check here If ou Ife re uestln a refund of aur over a ment.
21, II Line 18 is grealer Ihan Line 19, enter Ihe d,nerence en Line 21. This is Ihe TAX DUE.
A. Enter the interest on the balance duo on line 21A.
B, Enter the letal el Line 21 and 21A en line 21B. This is Ihe BALANCE DUE.
M.k. Check pa able Ie: Re I.ler 01 Will., A enl
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
l'lCIer p8NIUesot perJury,' declateIha11 have eumll'Mla 1hls return, Incloolng accompanying schedules and stilemenls,~nd 10 1he bes1 at my kno....lodge and belli/I,ll IS true,
conec1.1.nd tomplele, I declare Iha1 all fell estate has been reperted.l.1 true marke1 value. Decllratlon 01 prep.,e, other than tho personal represenllllve Is blsed on .I.Ulnlormatlon 01
which preparer has.l.rtJ knowledge.
D
E
C
E
D
E
N
T
CAB
H P L
E P 0
C R C
K 0 K
P S
COM~m:t.~~J'~ 'lfF~f~'t'Il~~'H"
HA"A1SR5ht.if.ffi'~1I'0t.0 I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNlYCOO[
OECEDENT'S NAME {lAST, rIUST, AND MIDDLI: INitiAL}
\lolfo Mil bollo g,
D[C[llCN":] COMPl[' [ ADOR[SS
181 Frout ROlld
Gllrdnoru. P^ 1732/,
SOCIAL SECURITY NUMDER
190-12-3/,66
DAfEOF DrAW
07/29/1996
OAf[ or UII""
0/,/09/1919
County Cumbur 111nd
(IF APPLlCAOLEl5URVIVING SPOUSE'S NAMt(lA5t,F1R5t AND MIDOlt INITIAL) SOCIAL SEcumtv NUMUER
X 1, Original Return
4, Llmit.d Estato
05.
o 8.
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(9)
17,775.46
(10)
23.90
(15)
0.00 X
(16)
65,724.71 X .06 =
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
o . 00 X .15 =
21-96-0612
'1'1: All
Nuuncn
AMOUNt RECEIVEO(5EE INSTRUCTIONS)
0.00
Remainder Roturn
(ler dales el dealh prier te 12,13-82)
Foderal Estate TalC Return Required
Tetal Number 01 S.le Deposrt Bexe.
(8)
83,524.07
(11)
(12)
(13)
(14)
17,799.36
65 ,724 . 71
None
65 , 724 , 71
=
0.00
3,943.48
0.00
(18)
3,943.48
(19)
(20)
197.17
0.00
(21)
(21A)
(21B)
3,746.31
0.00
3,746.31
Dale R. \lolfe/Roy L, \lo1fe DME
??,~ _ ';'?<:~ _ ~_~'!~!l_ _~Y4.~ _ !-.~~~?,<: _ !-!'_".<:. - - -,. - -." -,
York Haven Carlisle, P^/PA 17370 17013
Irwin, McKnight Ex Hughes CArE
60 \lost Pcmfrot Streot
........--. "-C;'r'iis'i~: - PA -''ii6i'3' -... - mOO_'_ --
Form 1500 (Rev. 7.94)
Act 148 of 1994 provides for the reduction of the tax rates Imposed on the net valuo of transfers to or for
the use of the spouse. The rates as prescllbod by the statuto will be:
.3% (.03) will be applicable for estates of decedonts dying on or alter 7/1/94 and boloro 1/1/96
.2% (.02) will be applicable for estates of decedents dying on or alter 1/1/96 and before 1/1/97
.1% (.01) will be applicable for estates of decedents dying on or alter 1/1/97 and belore 1/1/98
.Spousal transfers occurring on or alter 1/1/98 will be exempt from Inhelltance tax.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
1, Old doc.dont make a transf.r and:
a. retain the use or income a' the property transferred,. . . . . . . . . . . . . . . , , , , , , , . . . , , . , , , , . , . .
x
b. retain the right to designate who shall use the property transferred or its income, . . , , . . , . . , . . . . . . . , . , .
x
c. retain s,eversionary lnteresti or . . . . . . . .. , ,. . , , . , . , , , . , , . . .. . . . . , . . , . , , , , . . , . .
x
d, receive the promise fer lif. of either payments, benefits or care? . . . . . . , . , . . , , , . . , . . . . . . . . . . . ,
x
Z. \I death occurred on or before D.c.mbor 12, 1982, did decedent w~hin two years preceding dealh
transf.r property without receiving adequate consideration? If death occurred ahar December 12.
1982. did decedent transfer property within one year of death without receiving adequato
consideration? . . . . . . . . . . . . . . . . . . . . . . . . , , . . . . , . . , , . , . . . . , . . , . , . , . . . . . . .
x
3. Old decedent own an 1n trust for' bank account at his or her death? . . . . . . . , . . . , , , . . , . . . . . . . . . . . .
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.
"
-
,',
Copyright (el 1V94 fotmsoft"".re anly CPSystend, Inc.
Form 1500 (Rev, 7.94)
REV - 1101 EX. (2-17)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Co"'rH'mIlm4lb'l"~MhYAHIA
ESTATE OF
PleaslI Print or T II
FILE NUMBER
21-96-0632
5511 190-12-3/,66
07/29/1996
Maybelle 5. Wolfe
(AU ro e
ITEM
NUMBER
1
olnU -owned wllh RI hi 01 Survlvorohl musl be dl.clo..d on Sch.dul. FI
VALUE AT DATE
OF DEATH
4,400.00
DESCRIPTION
1988 Pontiac Grand Am sedan,
appraisal attached
506.09
2
Cash on hand
904.03
3
Farmers Trust Company,
checking acct. #733571
(confirmation attached)
736.73
4
Farmers Trust Company,
savings acct. #1-144004
(confirmation attached)
272.91
5
Farmers Trust Company,
Christmas Club acct.
#222-003256 (confirmation
attached)
6
Farmers Trust Company,
certificate af deposit
#116782 (confirmation
attached)
1,073.06
7
Personal property public
sale proceeds
3,631.25
$ 11,524.07
TOTAL (Also enter on line 5. Reca itulationl
(Mach additional B 112' x \1- shillS ~ more space is nlldld.l
Copyrlghl (e) 1994 form lollware cnly CPSystems,l",-
Form 1500 Schedule E (Rev, 2.87)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV. 1511 EX . n.el)
COt.l::'\l\1flm4\,'V~NhY'HI'
ESTATE OF
Pi.... Print or T .
FILE NUMBER
21-96-0632
S. lIolfa
SS/ 190-12.3466
07 29 1996
Ma belle
ITEM
NUMBER
""
B.
DESCRIPTION
AMOUNT
1
Fun.ral Elpan.."
Clbons-Hollinger
Home
Funeral
5,565.40
1.
Admlnl.tratl.aColls' Dale R. lIolfejRay L. 1I0lfe
Personal Representative Commissions
SoeLaI S.eurity Numb.r 01 Personal R.pr.senla';..: 192.50 - 5057 /197 - 30-4574
V.ar Commissions paid IIAIVED
0.00
z.
Attorney Fees
Irwln, McKnight & Hughes
3,900.00
3.
Family Exemption
Claimant DALE R. 1I0LFE
Addllss of Claimant at d.e.denl's death
Str..t Addr.ss 181 FROST ROAD
City CARDNERS
3,500.00
Relationship SON
Slale ~ Zip Cod. 17324
4,
Probate Fees
Cumbo Co. Register of lIills
217.00
c,
Mlle.llanaoul Elp.n....
Steven II. Barrett Real
Estate, appralsal fee
250.00
1
2
Settlement charges for sale
of 181 Frost Road, Cardners
1,731.06
3
Cumberland Law Journal -
estate notice publication
60.00
4
Patricia A. Rosendale, CPA,
fiduciary income tax prep.
75.00
5
Register of lIills, filing
fee
25.00
(see continuation schedule attached)
Total of Continuation Schedule(s)
2,452.00
TOTAL (Also .nter on Iin. 9. Reea ilulationl
(If more .p.e.l. n..ded. Ins.rt addltional.h..t. 01 sam. Ilz.,)
Copyright (C) 1994 ferm soltwlra only CPS1Stllm5, Inc.
S 17 775.46
Form 1500SChedull HIRe"" 7-18)
REV-1513El( + (2-'71
cO"'H.m~{\'~,Nbl'.NIA
ESTATE OF
SCHEDULE J
BENEFICIARIES
Ha belle 5. Wolfe
ITEM
NUMBER
551 190-12-3466
07 29 1996
FILE NUMBER
21-96-0632
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. Taxabl. B.qu.sLt:
Ray L. Wolfe
41 Ladnor Lane
Carlisle, PA 17013
son
one-half
2
Dale R. Wolfe
560 York Haven
York Haven, PA
Raad
17370
son
ane-half
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitabl. and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13. Recapitulation)
(II more space is nlld.d, inSln addnional sheets 01 same size,)
Copyright ee) 1994 lorm saftwl'. Clnly CPSYltems.lne.
s
0.00
Farm 1500 Schedule J (Rev. z.an
1!!a$t 1IDlill ttnh Q}~$tctln~nt
I, MAYBELLE S. WOLFE, of South Middleton Township,
Cumberland County, Pennsylvania, declare this instrument to be my
last will and testament, hereby expressly revoking all wills and
codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and
administrative expenses as soon as may be done conveniently after
my decease.
2. I authorize and empower my executor to sell any realty
owned by me at my death and not specifically devised or
bequeathed herein, at either public or private sale, and to give
good and sufficient deeds therefor, in fee simple, as I could do
if living.
3. I devise and bequeath all of my estate of every nature
and wherever situate to my husband, Russell W. Wolfe; providing
he shall survive me by sixty days.
4. Should the gift in Paragraph No. 3 not take effect, I
devise and bequeath all of my estate of every nature and wherever
situate as follows:
(a) As long as Dale R. Wolfe desires to 1 ive in my
home, and actually does so, he shall have the right to live there
and use the contents therein. As long as he does live in my
home, he shall pay all the expenses incident thereto for upkeep,
utilities, insurance and taxes, and
(b) All the rest, residue and remainder of my estate I
I give to my two children, Ray L. Wolfe and Dale R. Wolfe, share
and share alike.
(c) If Dale R. Wolfe is not living at the time of my
death, I give the sum of $500.00 to his daughter, Mandi Lee, and
a 11 the rest I res idue and rema i nder to Ray L. Wo He.
(d) If Ray L. Wolfe is not living at the time of my
death, his share shall go to his children, share and share alike.
5. I nominate and appoint Russell W. Wolfe to be the
executor of this my last will and testament; he is to serve as
such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate
unadministered, I nominate and appoint Ray L. Wolfe and Dale R.
Wolfe, as substitute executors, also to serve as such without
bond, with the same powers as are given herein to my executor.
6. I hereby suggest that my personal representative retain
the services of Irwin, Irwin & McKnight, as attorneys in the
settlement of my estate.
IN WITNESS WHEREOF I I have hereunto set my hand and seal
this u~ day of November, 1988.
)?IIL~';IJ& i 'g) aJi.f-(SEAL)
M Y8E LE S. 'WOLF
Signed, sealed, published and declared by Maybelle S. Wolfe,
the testatrix above named, 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 subscribed our
names as witnesses hereto.
~ ~pJhla/~
ACKNOWLEDGEMENT AND AFFIDAVIT
WE, MAYBELLE S. WOLFE, BETZI A. MORRISON and SHARON L.
SCHWALM, the testatrix and witnesses respectively, whose
names are signed to the 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 signed willingly, and that she executed
it as her free and voluntary act for the purpose herein
expressed, and that each of the witnesses I in their presence and
hearing of the testatrix, signed the Will as a witness and
that to the best of their knowledge the testatrix was, at that
time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
'-rnCt-l.)l'<!I.Jr!l!... f If }t&{Q
MA YBELjlE S. WOLFE ?-
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
ss.
Subscribed, sworn to and acknowledged before me by
MAYBELLE S. WOLFE, the testatrix, and subscribed and sworn to
before me by
BETZ I A. MORRISON and SHARON L. SCHWALM,
witnesses, this 1.1.~ day of November, 1988.
ROG ~ ~,I"\'II~, NOrAQY PU5LI:
ARLls~e OOnC'..!GH. Ct,l:/?E;:LA-..O ~c~?n'"
MY CCMMIS~~C~l eX::li;ES ccr :!, 13~~
MC:T.t'er. POl:tl5,i't:ni) ~SO':3: en \'! tlc.l!H3
I
NO. II. T,YPC OF LOM~:
, [:JIll., , Ll'WlA 1 DeorP/. U""l!;.
u:;, D[rM1Tl.lnn or HOUSING MHllJflOMj f)[V[l.OI'Mnll "OVA ~, 0 CorN It/:;
^. DI5CLDStlnE/SETTUMWT ST A YEMENT -,~liiT.jlir~mt..\ , t{)Mj tlUMIILII
",'" rllJ,I't,;<t.(,..l/,", Au ~(ljll,,, "" 11tH tr~fll.l(l'Orl." r,uf".,,,.trn<I,"11' I",..",,'~I'I " r,I'";'ll (~ Ill',;. CA5l: tH).
ItI,r/'l,d 'J 1119' Jefl"i. '(I,,"
C. NOTE: TIljs lorm II hlfnllhfd 10 you priO! to Sl"111,ml'nllo 'lIve you Intornullon ,lllout 'jiJlJI \dtlemrnl co,U, ~nd .I!Jt1in .liter lelllement
10 ,how the .IC1\111 COIU YOII have fl,IlIt. Tht' (llurnt copy ollhl! lor," IS:
o STATEMENT OF ACTUAL COSTS. AmallnU paid to iJnd bv Ihl' Ii"1l1,.m('1I1.Hl"nl;Hr ,110','/n, Iltn\I marked "(p.o c.J"were paid
outside Iht C10,,"!]; they arl! shown heft f()F inlo,m,Uiofl,l1 pUI(l<ne, ,)f,d Jrl! 1\01 w(ll,[jed iI\ 10111\
O. NAME OF nonnowcn [, S[LLell J, L(rlQen and Lorenc II.
Michael L. & Laura ~I. Estate o( Maybelle S. Dilly N.
HcElCresh Wolfe McElfresh
G, rRorU\TV LOCA.TlON II, !;[nl.tr,~[r'T A.(jF.tlT I. OATES
101 Frost ROi1d, South Stephen II. Lipson LO:.tj Cf)I.II"IT"'U~T AOVANCE OISCLOsuRE
Middleton T\lp. , Cumberland
County, Pennsylvania rLAC[ Of SETTI.lM[I~T !;[TTI.[Mltl1 OA TE Of PROR" TIONS
60 W. Pomfret StreC!t, If OlffEREUT fnO/A
Carlisle, PA 17013 10/..:>/ /96 S[TTl.EMENT
J. SUMMAny OF BORROWER'S TRANSACTION K. SUMMARY OF SEllER'S TRANSACTION
100, GnOSSAMOUNT DUE FROM OOnROWER: 400. GROSS AMOUNT DuE TO SELLER:
401. ConltJCl ulu p.ice 720UU, UU
101, ConU~cl ulu price 72000.00 402. Personal pIO~'ly
102. Perianal property 403.
103. St1tlement charges 10 borrower .10.1.
(from liM '400. Sterian LJ 1101.00
104. Adjuumeng for ilems pait1 by stHer in ad...ance:
105. '05. Cily/lOwn u.u 1001/9610
Adjunments for items p~id by seller in ~dvance: '06. Counl..,. !.tiles 101"2/31/96. ~,f(. 17
'07, Auusmenh '0
lOG. CilY/loWn laxel 10/; 1/96 X1 408. School (.n;(! 107- /96 to 6/301 7;,/).,eI
107. Counly taxes 10 12/31/96 :1 <(,/7 '09. WJUr/S(wtrrtllf '0
108, Assessments ta 410. to
1M, SdU1011a.'Ct1 101 196 '06 30/97 7IJj1, y~ 411. '0
110. ll'otrr/StlWrrtrll to 420 GROSS Ar.\OUtlT OUE TO SELLER 170273J: 7~
111. to
112. to NO rE: The lallDwing 500 ,lnd 600 series sections .:Irt not rtQu;rtd
120. GnOSS AMOUNT DUE FROM OORROWER: 737/'/.7/ (0 bt comple(td whtn this lorm il ultd lor Jdv.Jnct disclolllr~ of
settlement eosts mior to settltmtnr.
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500 REDUCTIONS IN Ar,'OUNT DUE TO SELLER:
50' P.woll of lint motl~~~ IOJn
201.l)!POli1 Of eafnnl mone..,. 502. PJvofl of 'l!co!;d mort'1~ge loan
202, Principal amoun1 of new loanlsl . 76000.00 503. 5l!llll!fTl1!nl dWIJtI 10 selltf
203. Ewil1inl] loan h) laken lubiect 10 IfrO/ll tint.' 10100. St'ction LJ 1731.06
20'. . . mortcri1C1e css
205, <2000.00 orcvlouslv advanca tl 504. Exiuinl] loanlsl tal<.en subieC110
to ,.~!'l.crr. 505. n....un ..."ument. 7200,00
Crediu to bon wet or ileml unpaid hy uller:
506,
206. Cilv/lown l.tlll!1 to 507,
207. CounlV l.tXl!S 10 SOA,
200, AUl!umenll to 509.
209. SrI'llOltol:tI to
210. lI'Jur/Srlt'tfr(llI to Crellin 10 borrowet IOf iltms IInp.1id bV stlltt:
211. 10 SIO, Ciw/lown UllU 10
2'2. to 511. COllllIV.l.lllU to
220 TOTAL AMOUNTS PAID oy on IN O(H.\LF 6000.00 511. A1\p.umCnl\ 10
. OF oonnOWER: 513. Sf'r,,"/t,n.,'f 10
CASH AT SETTLU.1EtH RECUIRED Fno~,' on P,\YAOLE ~~ 1i',Jlt'r:~'c:n'r rt"'? 10
300, TO OORROWER: 515,
301. Gran amount due hom horro....rr 7.37/t.'l1 5:'0. TOTAL REOUCTIONS It' ,\MOUNT DUE 6931.06
(Irom line 120) TO SELLEn.
(.00. CASIl TO ~HLf;n FflOM SETTLEMErlT:
302. Len amounts paid hV O' in bchall 01 bOIfO':lrr ~6000.00 jiOl. Gross ,lf110urll111lt' 10 ~r!lttt b >>'.J Nt
(Irom /intt 220J l/rortl/ln~ 4:'{1'
rll:- L"H It)I.,1 'l'rJ',d,Q"\ ill amOLJt\l ,hIe 10 16931.01j
303. CA$tlIOREOUIAEO FAOMI on 170rJ(;UI s,.lkl (from 1,1lt' 5:'01
I,l8(PAYAOLi: TOI OOnRO\VER: 1';0:1 CI'~H TO $ELLt'11 FF10M S(TTL[MEUT 6J,l,)?' 0;:,'
0".:\00
1l1l0.IIS,7!d
700 SALES UAOI<EA'5 COMMISSIOtl h"'t'.~~~:"'''
701. TOIlI (Omml\\IOn II,lHJ hy \111111
Oi.,I'lon of cnmmlUlnn n follow':
,
"
'.
p'>>l,2
r.\IO Fila", \ PAID FROM
nOHROWEt1'5 SELl.ER'S
FIJtIO" FUNDS
I
~ . . . . . , . . . ... ..
.
I
'0
OI:.CLOSUnEi~ETTLEME'n 5TA TE.",(.'jT
L. SETTLEMENT CIIORGES
702. S
10J. S
104
800, ITEMS PAYABLE IN CONNECTION WITH LOAN.
'0
'0
001.
002.
BOJ.
B04.
B05.
006.
601.
B06.
809.
010.
811.
900.
001.
102.
lOJ.
00'.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR:
lcl,n Q,iflln"ton Iff! ...
In.n Ohcnunt ...
Aoouiyl Fula
C,.dit A,oort 10
lendu', InltoctlOt'l I,.
MOl1l1o'lIo' In'uunc. ,,,,,hUlIon lit 10
AuumPtlon/nlin,ncinq I..
ITEMS REQUIRED OY LENDER TO OE PAID IN ADVANCE.
Inll!nn hom 10 E,Y S Ida.,
Mol1qaq. In'ullnal Cl"mium lor mo. 10
H,urd in,uuna pnmium lor vn.lo
yn. to
I
I
I
I
I
I
i
1001. HJu,d in,ur..na
1002. Monq..Q. in,ur.ana
looJ. City prODtrtV I....'
1004. County ClI'OPlrtV nile:!
1005. Annual .."..um.nn
1006. SL'MaIIUtl
1007.
1000.
1100. TITLE CHARGES:
mo.fia S
mo.tilS
mo.@S
mo.@S
mo.ilS
mo,il S
rno.1iI S
mo.~S
Imo,
Imo,
Imo.
Imo.
'mo,
'mo.
'mo.
'mo.
1101. :i,nltm.nt or clo'ln!) In 10
'102. Abur..ct or lill. $Iud'lIO C!nn'" ~ no' hne"c'" tnc
1103. Till. .umlnation to
11()4. Till. in,urlna binder to
1105. Oocum.nt or.puJtlon 10 O....no.. n t ryt n Esn.
1106. Nowy lees 10 Cash
1101. Auornty', Feu 10 Stephen D. Ll pson, ~sq.
(incJudtl~bOV'jtfn1INo.: 1101, l1U3 60 llU~
~ Titl, inlutlnCl to
(jneJudll ~bOv, mtms No.:
1109. L'ndu', co.,.r.aqe S
1110. O""n'''1 co.,eraqe S
1111. lJubu'tI"~ F,t tll
1112. Pf1/irv rml"'ltmtnr rttllll
1113.
IlOO.GOVERNMENT RECORDING AND TR.\NSFER CHARGES
1201. Rp,cnrdinq leu: Cud S 2j. 50 ; Monq,q. 525.50
1202. Cilv'cnuntv u./It~mm: Dud S . UU. MOt1l)aqe S
1203. Sutt ,,_'sumo': Oeed S 720.00 ; MOrlll.l!:le S
1204.
1JOO. ADDITIONAL SETTLEMENT CHARGES
I .UU
pac
Z.UU
305.UU
..
..................
.........................
..............'..........
...............................
:.:.:.:.::.:.:.:.'.:.:.:.:',:,:,:,1:':':':':':-:':':':':.:.:.:.:.:.:.:.:.:.:.:.:.:.:
.................................-............
........................... .........................
...........................................,.........
. .,....,.. ..-...... ......
........................,...........................
.............,................................,...
..--,..-..-....., ......,."..."....
Al!tuluS
49.00
720. au
FlU. UU
I
I
1301. Su,.,ev In
1302. Put tnlpecticn 10
IJOJ.Robert Cairns
1304.
1305.
1400. TOTAL SEiTLEMENT CHARc;es 'tnrrrrd on lints 103 Jnd 503. SutlOnl J JMd":J
-97 School Rea
y
IIUll.va
1181.00
1731.06
.'Vorl. Ufld" U"...fI t."""",,,flt.. ,"~DO_""I! ,fld 1411" "',y 0. r>>".,,,tfrd to """... '1'1,12 "'v lH"Od ...II,C." "'.." "a'''''''~ IIUiJfClt_'" 'd''''U di..
tlltl"" ,,,,, "nl,M,,,,, IfI 'f1' ,....f1f 'VC" 4 _..I! " ""'(1". COD'" 0' 'f1' n,,,~lIn 0' """"'. ,."',,'''''' "'tH'IUd'" fl'l, ."..'"'0''' 0' 1."1' O,,,,,.,M'I'I' of
Hn""",lfld UI1l,f1 O,.,lno,"ff". ,''"' tI. ,",,"Id to ,ft""''''' """''' 0' ''',. 'Of'" ...1'1,.. /1'1, la""",' .."d"" IIffll""'" lra,,""'". ,",VO.I Is.nl
,... ....0..\...,1\1 ""IIa" "..."...'fll"" I'" "'''','''''0'' ."0 'C1PfO'" ". 1"'.11111.......' .'''It''. '"',,n' .). 1 c.Hl. Sllt"....~1 'o)"'P'>l OIIVT ., C;".Clrd
..... ...11'0"1111 10 ....., d"U.t1..I..ln ..... ",.,,,..111." ,,(Ol<U"{' ""'_1"
'UlICIUUIlI$I,t10HHQI'IERISI S!:l..l..Enl~1
-'ooness
"'COI1E::'::'
FARMERS mrni
TRUST -
AlJ8lJSt lu. l~~';
Irwin McKnleht & Huehes
~o West Pomfret St
Carlisle. PA 170l3-3222
Re: Estate of Maybelle S Woife SSN 190-12-3u~~
Date ,)f C"~ath: July 29, 1996
De:H Mr. Irwin;
!.
In ansu.r~r to YOllr re-qlJeS t "=t)nt:ernine accounts t)\vned I ei ther
separately or jointly, by th~ abo\le referenced decedent and the
balance in ~ach acr:011llt as of the date .,f death. w~ ha\le checked
Ollf r~r:ords and ar-: s11bmittin.~ th~ followine inform3ti"n in
duplicate. We suegest that you file one of these letters attached
to the Pennsyl\lania inventory frHms (RCC) to slJbstantiat'! the
balance you report.
Note that 'Y~ hu,re ~hown th~ f:t)rr~~t re3istration for ~ach a~count.
.-'.150. interest accrued to the date of death. If any. is listed as
a separate fieure.
Checking account 1733571 ~as originally opened ~:1!~7 or before.
The acco1Jnt was titled in Maybelle S Wolf~'s nam~ alone. The
balance as of 7!2~!9~ ~as $903.23 plus $.80 accrued interest far ·
total of $90u,03. The account was earnine 2.00,\; int~r~st at th':!
time of death.
5a\lin!:s account 1I1-luuOOu luas originally I)pened 3/23/63. The
account was titled joint b~t\ue'!n Russell W Wolfe or Maybell'! 5
Wolfe. Th~ balance as of 7:29!96 was 5735.12 plus $1.61 accrued
int~rest for a total of ~736.;3. Th~ ar:r:olJnt was ~arnine 2.S0%
Interest at the time of death.
Christmas Cl1lb ::r:,:Ollnt H222-()t)325tS Wa~ t)rieinlllly "f."~n~d t()/4"~3.
The acco1Jnt >uas titl~d In \Iaybelle 5 Wolfe's name :l!"n'~, The
balanr:e as Qf 7/29,!96 'vas 5270.0Q pillS $2.91 a~r:rlJ~~ interest for
a tQtal of $272.91. Th~ a~count was earning 2.75~ int~r~st at the
tim~ (:d death.
t;,~ ~a~~~ n') r,:,,;,)rd (:d :! o;af~ .j~r0o.: 1 to'" in ~h~ rj~r:~.j~:t~'~ !13m~
~~~yytSSc~
~.:!.r~n !0ma"l-:i)n~
SlJP~ rt, t .::,'\!", (>.1":' "I'm'~:" s~ !".~ 1 (:0:.
One West Hi!;h Slreell'.O. (Jo, ~~ll C.ulisle, l'ennsvl\'.lnia li013 (ili) ~43.321~
/ ..
RECEIVED BY /~:. /: ", ,-' ./t(, . .,1 ~.' ,-
I SIGNATURE ..
MARY C. LEW I 5 :/ .' I "...;:./ J}..
REGISTER OF WILLS
DNo.AA
146879 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
~II62PI''''1
ACN
ASSESSMENT ':'I
CONTROL ~
NUMBER
AMOUNT
RECEIVED FROM:
fJ
101
"'3,'146.31
ROGER D lRW1N ESQUIRE
bO W POMFRET STREET
CARLISLE, PA 17013
ESTATE INfORMATION:
a FILE NUMBER
21-'1996-0632
~ NAME Of DECEDENT (LAST)
~ WOLFE MAYBELLE S
II DATE OF PAYMENT
m POSTMARK DATE
COUNTY
SSN 190-12-3466
(fiRST) (Mil
CUMBERLAND
DATE OF DEATH
m TOTAL AMOUNT PAID
"'3,7116.31
VZ
REMARKS
ROGER D IRW1N ESQU1RE
SEAL
CHECK" 1110::!
REGISTER OF WILLS
,.___ .,._H _~. ._.
.
--. --- ---' -- --- .- -. -_.. --- -- ~..-
--- .
--
,
----.---..
- ...--....,A.
_ r.... T 6'1:'
i!aFi - II
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c.-,~
"*rifiJ-9;'
BUREAU or INDIVIDUAL TAXES
IH"(IIII"N([ 110. DIVISION
D[Pl. :aObOI
llARRISIUAG, 1'1 Illla.OhOl
NOTICE or INIIERIIANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASSESSHENI or lAX
Il'-lhl II au .:1 h'
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-20-97
WOLFE
07-29-96
21 96-0632
CUMBERLAND
101
MAYBELLE
5
A",ount--"R."'l tt~:
'""-__..'_ 0.:-.._' _.~ _~.,,_~__,,=O"".~.O,"","_=_=C-=::'::=-~
I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE""'i:i5'4'7-EX-AFP-nZ-:9&Y-Noi"icE--OF-'i"NHEiiiiiiN'crrA'iC"AppiiA'isEilENr-;-AL.i.-owANcE-iili--mu-m------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLFE MAYBELLE S FILE NO. 21 96-0632 ACN 101 DATE 01-20-97
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A. C 1)
2. Stock. and Bonda (Schedul. OJ (2)
3. Closely Hald stock/Partnership Int.rest ISchedule C) (3)
4. Hortg.gaI/Not.. Racelvable ISchedule OJ (4)
5. Ca.h/Bank Oaposits/Hlsc. Parsonal Property (Schedule EJ 15)
6. Jointly ONnad Property (Schedule f) Ib)
1. Transfars (Schedule G) (7)
8. Tobl Anats
CHANGED
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax payftent.
72,000.00
.00
.00
.00
11.524.07
.00
.00
101
B3,524.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) 110)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests ISchedule J)
14. Net Value of Estate Subject to Tax
17,775.46
23.90
Ill)
1121
113)
1141
17.799 ~6
65.724.71
.00
65,724.71
If an assessment was issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. A"ount of Line 14 at Spousal r.te liS)
1&. Aftount of Line 14 taxable at Line.l/Class A rate (16)
17. A"ount of Lin. 14 texable at Coll.teral/Class Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
10-28-96
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
NOTE:
.00 X .00=
65.724.71 X.06=
.00x.15=
1181
.00
3,943.48
.00
3,943.48
RECEIPT
HUHOER
AAI46879
DISCOUNT I')
INTEREST I-J
197.17
3,943.48
.00
.00
.00
AHOUNT PAID
3,746.31
TOTAL TAX CREDIT
!BALANCE OF TAX DUEl
I INTEREST AND PEN. I
TOTAL DUE I
. IF PAID AFTER DATE 1NDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS RErLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A RErUND. SEE REVERSE SIDE OF THIS FDRH rOR INSTRUCTIONS. I
Fit.. ;
n;:+
,I;
"9"1 Jfltl 17 f\11:47
Cle;,
Cun'~.
.Hi
:JA
RESERVATION: [It,t,. of dlcad,nt. dying on or bafor. Olc,.bar 11. 1~81 -- If "nv fulur. Int.r.st In thl "11" I, trenlf.rrld
In pO..I'llon or .nJoy..nt to ct... B Ccollat,r.l) bln,flcl.rl., of thl alcadlnt .ft.r thl ..plratlon of .ny ..tat. for
11', or for y..r., thl Co..onwlalth hereby ..pr"sly r...rva. thl right to apprals. nnd ...... Iran,f.r Inherltancl r....
at thl lawful Cl... a (colle"ral1 ra'a on any such future Int.r..t.
PURPOSE Of
HOTlCE:
To 'ulflll thl requlra..nt. of Slctlon Zl~O of thl Inharltancl and Est.'. Ta. Act, Act 11 of 1991. 11 P.S.
s.ctlon 21"0,
PAYHEHT:
D'tlch thl top portion 0' thl, Hat lea and lub.lt with your Ply..nt to thl Plglt'lr of Will. printed on thl rlv.r.. .Ida,
uHaka chick or .onay order pavabl. tOI REGISTER OF HILLS, AGENT
All pay.ant. r.c.lvad shall first ba appll.d to any Int.ra.t which .ay ba due with any ro.ajnd.r appllod to the ta..
REFUHD (CA)S
A r.fund of a t'll cradlt, which w.. not r.qu'lt.d on the ... A.turn, .ay bo r.qua.tad by co.pl.tlng an "Appllc.tlon
far A.fund of PaM'Ylvanla Inhlrltance and [Itato ..." IA[Y-UU). Application. .r. avallabl. at tha Office
of thl Aagj.tar a' Will., any a' tha Z] A.v.nua ol.trlct o"lc.., or by calling tha Ipacl.l Z4-hour
anlwarlng .arvlc. nuabar. 'or 'or.. ordarlng: In P.nnlylv.nl. 1-800-]62'2050, aut. Ida Pann,ylvanl. and
within 10cII ll.rrhburg ara. (717) 787-8094, '00' 17171 Hl-21S2 Ula.rlng I.p.lrld Only).
OaJECUONS:
Any p.rty In Int.ra.t not ..tl,'lad with tha appr.I....nt, .Ilaw.nc. or dlsallowanc. a' daductlon., or 11'..I..nt
0' t.x I Including dl.count or Intar..t) a. shawn on thl. Notlc. lust Obj.ct within sixty (60) day. of rac.lpt 0'
this Notice by:
ADftIN
ISTRAUYE
CORRECTIONS:
"wrltt.n protut to thl PA Dap.rt'.nt 0' Aov.nu.. Board a' App...., O.p\, 281021, tlarrhburg. PA 17128-1021, OR
--.lactlon to h.v. the ..tt.r dlt.r.in.d .t audit of tho .ccount 0' the par.on.1 raprasant.tlva, OR
--appaal to tha Orphans' Court.
Flctull .rror. dllcov.rad on thl, a"'ls.ant .hould ba addr.I..d In writing to: PA D,plrt'ant of Aavanua,
Bur.au 0' Individual '..al, A'TN: Po.t A.......nt Aavl.w unit, Dapt. 280601, Harrl.burg, PA 17128-0601
Phon. (7171 787-6S05, Saa pIg. S 0' tha booklat "Instruction. for Inharltanc. 'a. Aaturn far. Aa.ld.nt
Dacadant" (REV-ISOl) 'or an ..planatlon of ad,lnl,tratlvaly corr.ctabla arror,.
DISCOUNTr
I' any t.x due Is p.ld within thr., I]) c.land.r .onth. aft.r Ih. d.c.d.nl', daalh, I flva Plrc.nt (5~) dllcount of
Iha t.x paid Is .llowed.
PEHAlT'tr
Th. 15~ tlx aanl.ty non-p.rtlclp.llon penalty Is cOlpUt.d on tha tol.l 0' the tax and int.r..t al'.llld, and not
paid blfor. January 18, 1996, thl 'Ir.t day aflar tha .nd 0' tha tax aanalty parlod. 'his non-partlclp.tlon
pan.lty is aopa.labla In Iha .a.a .annlr and in Ih. tha sa.o II.a periOd .. YOU would appa.l tha tax and Intara.t
th.t h.. baan .......d a. Indlc.tad on thl. notlc..
IHTEREST:
Intlra.t I. chargad boginnlng with flr.1 day 0' dlllnqu.ncy, or nlna (9) .onlh. .nd on. el) day 'roa Ih. d.ta of
d..th, to the data of pay.ant. ',xI. whiCh blca.. d.llnquont bafor. January I, 1982 b.ar Inlar.sl at Ih. r.la 0'
six (6~1 parc.nt p.r annu. calculat.d at a dally rata of .000164. All la~I' which boca.. dlllnquant on and afllr
January 1, 19a2 will b.ar Inlar..t at . rftl. which will vary fro. cal.ndar yaar 10 calendar yaar with that rat.
announcld by lhe PA Dapart..nl of R.vanu.. Tha appllcabl. Int.rl.t rat.. for 1982 through 1991 ar.:
'!!!! Intlr..1 ~1I1. Dally 'ntlrut Faclor ~ Int.r..t Rat. Dally Intlrest Faclor
19az lU .00051oa 1981 .. .000147
1981 IU .0004]8 1988-199l 11;: .000,\01
19a4 IlX .000.501 1992 9X .000141
1985 In .000,\1j6 199]-1994 n .000192
1986 10% ,000214 1991j-1991 ., .000147
--Intlrul Is c.lcul.l.d II 'allow.:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I"u'd aflar Ih. 1._ b.co.., dallnqu.nt will r.fl.ct an Int.r..t calculallon to flfta.n (lS) day.
bayond tha d.l. 0' the ...al".nt. If pay'.nt I. .ad. alt.r Ih. Intar.'1 cO'pUtatlon dal. .hawn on tha
Notice, .ddltlonal Inl.rut lIU.t b. calculat'd.
STATUS REPORT UNIlER RULE 6.12
Name of Decedent:
MAYBELLE S. WOLFE
Dale of Death:
JULY 29. 19l)6
No. 21-%-0(132
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules. I report the following
with respect 10 completion of the administration oflhe above-captioned estate:
I. State whether administration of Ihe estate is complete: 1L- Yes - No
2. If the answer is No, state when the personal representati\'e rea~onably bdieves that the
administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a Iinal account with the Court'l
_ Yes lNo
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'1 l Yes No
d. Copies of receipts, rc1ea~es, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
allached to this report.
Date:
02/24/97
//)/[ ...-z -'- :
,')Jc.~
Sigt\ature (
IRWIN, McKNIGHT & HUGHES
;:; !:~
l/"I
y) ,;,:-
Roger B. Irwin. Esouire
Name (plcll,e lype or prinl)
60 West Pomfret Street
Address
Carlisle. PA 17013
Cily, Stale, Zip
(717) 249-2353
Tclephnne Numhcr
0-
~
N
en
~ 1.'
,., .
c;c.:
a:
r-
P' ~ 5
uu
Capacity:
Personal Representative
Counsel for Personal Representative
x