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COMMoNweALTH oppeNNSVLVANIA' OSPARHU!NT OF HEALTH. VITAL. RECORDS
CERTIFICATE OF DEATH
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o KlIrt ~ice, M.D, Hershey Me~,
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17033
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and Mary A. Goodling; a child of a deceased sister, Nancy
steele; and 11 children (including Wayne Peffer) children of
deceased sister, Hilda Peffer.
6. Nancy Steele, daughter of deceased sister Mildred
Ankerbrandt, and Bertha D. Clever, sister of decedent,
through her Power of Attorney. Clyde Weaver, state through
their attorney, Robert G. Frey, Esq., that they have no
objection to the granting of petitioner's request to bid at
the auction sale.
9. Mary A. Goodling, sister of Martin L. Wolf, advised
petitioner that she has no objection to granting of
petitioner's request to bid at the auction sale.
10. Notice shall be given by mail to the other
beneficiades, the children of Hilda Peffer., deceased,
Evelyn Bear, Shirley Shughart, Betty L. Garman, Doris
Sarber, Ralph Peffer, Marlin Peffer, Harold Peffer, Joyce
Stine, Lloyd Peffer and Lois Myers.
WHEREFORE, Petitioner requests the Court to grant leave
to Petitioner to bid on the property at the public auction
on October 29, 1996.
Respectfully submitted,
Dated: It.'- I ('i'(
FIRST AND FINAL ACCOUNT
OF WAYNE E. PEFFER, ADMINISTRATOR
OF THE ESTATE OF MARTIN L. WOLF
LATE OF CARLISLE
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE NO. 96..00712
Date of Death - August 31, 1998
Cumberland Law Journal - September 20, 27, October 4,1996
The Sentinel - Sep~ember 13, 20, 27, 1996
SUMMARY
Receipts
Total Principal - Real & Personal Bstate
Income from farm lease - Oct. 1996 - Oct; 1998
TOTAL
Expenses
Balance for Disbursement
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$. 500,074.67
15,600.00
515,674.67
153,523.64.
$ 362,151.03
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"'''J''''WIAI~~WLVMIIA INHERITANCE TAX RETURN
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""" IKl1,O' RESIDENT DECEDENT
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F'lE NUMBER
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9& 007
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813'/96
612 8
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TillS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
204-30-6794
~ZAii[f)5\JrMvl~iD"SffiAMfiiAST:Tift",i, Aim MIO(JI.E INllIAL)
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[If 1. Original Rflturn [.I 2, Supplomontal Relum 0 3, Remain<1or Relurn (dalll of d&alh pr\()f to It.ll62)
[1 4. Limited EstAte 0 4a, Fulure Interest Compromise (dalIlOfd&alhal\ef 11.11.82) 0 5. Federal Estate Tax Rotum Required
r.:.J 6 Docedont Died TeSlilte (Anao:~C09r(;I\'/III) 0 7 Decedent Maintained a living Trust (Mll(nCONQfTluS1) ..1 8, Total Numher of Safe Deposit Bo~es
[I 9 lil~allon rroceeds Rece"ed [110 SWJusal Po,erty Credltl""""h "!w.., I1,3I"",dI.',951 0 11. Elecllon to IBx under Sec 9113(AIi,"och S<" 0,
T"~IS SeCTION MUST Be COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BI: DIRECTED TO:
N;ij.iE COI.IPlEIEMAJlINOAnDRESS-
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Frances H. DelDuca
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10 West: H.iqh 3t:.
Carl.isle, PA 17013
iiT{pHiiN[iJlJI.HlER
Real Estate (Schedule AI
1 Sloe,s nod Bonds (Sclledule BI
3 Closely Held Corporallon,Partneffihlp or Sole.Proprleloffihlp
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4. Mo~gages & Notes Receivable (Schedule DI
5 Cash, Bank Dflposils & Miscellaneous Personal Property
{Schedule EI
6 JOlOlly Owned PropMy (Schedule FI
7 Inter.VI,os Transleffi & Miscellaneous Non,Probale Prope~y
(Schedule G or LI
8 Tolal Grnss Amts (Iotal Lines 1,71
9 Funeral Expenses & AdmlnlSlrall,e Cos~ {Schedule HI
10. Debls 01 Decedont, Mo~gagB Liabilities. & Liens (Scheddle I)
11. Total Deducllons (Iolal Lines 9 & 101
{III
85,857'79
,44,216'88
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11 Net V.lue e\ Est.t. (Line 6 minus Line 111
13 Chantable and Go,arnmentat Bequests/See 9113 Trus~ lor which an eleollon 10 tax h81 not been
made {Schedule J)
14 Net Valu. Subj<lct to Tox (Line 12 minus Line 13)
15, Amount oillne 14 \ll~able
at the spousllltax rule I I
Soe inslrut,tions on reverse 1i.I<1e for applicable percentage
16 Amounl of lino 14ta~llble
at6% rate
11, Amounl of Iino 14 taxablo
fl115% ril1fJ 1 4 4 1 2 1 6
(12)
(131
(14)
, 4 1 4 ,2 1 6 .8 8
x ,0
(15)
x 06
(16)
(171
(161
6 2 '1 3 2 '5 4
, 15
6 /. I 1 .1 ? 'I; d_
88
18. Tox Due
190
CHECK H~RE IF YOll ARE REQlI~STlNG A RE~UND OF AN OVERrAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
;~;;7~~flil~O;;r;if~;llJry. I deel,l(f) iliA! l!iilWI O(AllllllOO 1I11~ 111(;;r'III11CludllJi! irrompil~YII1{l scheduler. mid'stntomonls, and to tho bosl of my ~nowledOo and bol~f, il is lruo, corroc( and com~lolo Declllrllllon of propmor othor
Irl{l!!j)~Q~!~l}rlilllQ'IIQ.~~li!J!Y!\.!IL1'&lJ1.Q.lUill.w..!2!IJ1i!~QrjQ!lo'J!!flt~lQ[)~'ll\!!.!~.iI.'!1.~~!~~._~_~,______-______,__..._.__. ._-~-.-
S1GIjATU~F or PERSON R7pONSIBLE FOR FILING RfTURN ADDRESS DATE
;/ ~~'.:2J..:/i ///J~ .., Dt-l--.------d---------------. 'D-A/T:{jI';j.2i-
(,,~~Ali.~[~)f'rR:PARWJiiiER T;IA~ R/P:FSENTATPir- ADDRESS
Decedent's Comple!n Address:
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105 Marsh Drivo
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Tax Payments and Credits:
1. Tax Duo (r",wt Line' 10)
2. Credlts/Paymenls
A. Spousal Poverty Credil ...._._____.....________
B. Prior Pay","olS
C Dlscounl
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Tolal Credits (AI 8; C) (2)
25,000.00
3.
InteresUPenally If applicable
D.lntereSI
E, Penally
5411.32
TOlallnlereSUPenally I D + E) (3) _______
4, II line 219 greater than linE' 1 'line 3, enler Ihe differonoe. This is Ihe OVERPA YMF.NT,
Check bCK on PIge 1 Line 19 to requCII a r.fund (4)
5. II line 1 ., line 3 is greater Ihan linn 2, enler Ihe difference This Is Ihe TAX DUE, (5) 37 , 1 32.54
A. Enler tho Inlerest on Ihe lax due. (5Ai __-2, 411 . 32
B.EnterlhetolalofLine5+5AThlslslheBALANCE DUE, (5B) _._~.2, 543.86
Make Check Payable to,' RI:GISTER OF WILLS, AGENT
_..~~Tirr .M~._.......J~al! DllmalIill___".m"'~'i!lIlJl!r~:\lI\~:Y\f,'tr]!~:tmRW!W1;1!~ltlltw!'7,\ll,\l_t.l(i'
PLEASE ANSWER THE FOLLOWING OllF.STIONS
BY PLACING AN "X" IN THF. APPROPRIA TF. Al.OCKS
1, Old decedenll11ake a transfer and: Yes No
~, ret~in the use or Income of the property transferred;. "".".".. .,,"".............. [] IXI
b. retain the right to designate who shall use the property transferred or ItB Int-ome; ,.. 0 [K]
c, retain a reversionary Interest: or..""""""""".."....." ........"",,". ......' 0 ~
d, recelvo the promise for life of either payments, benefits or oare? .............", "."", [] IX]
2. If d~~th occurred on or before December 12. 1982, did eleceelenl within two years
preceding death tr~nsfer property withoul receiving adequate consideration? If death occurred
after December 12,1982, did decedentlransfer property within one year of dealtl wllllout
receiving adequate conslderalion?" .. """"""'''''''''''' ,,[J ~
3. Did decedent own an "In trusl for" or payable upon death bank "ccounl or security
at his or her death?. "".....". .. .".". ,,0 18:1
4. Did dec~dent own an Individual rellrement account. annully, or other non. probate property?" [] r;g]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
lID~ttlf'l4jtiltlID1il111~;i.iG:v:}Jfi'.n\)1;~{,,~Jiiillfnllm~Y.~M?6~&rM12i-:t!'!~J,~1~},!rt,m!{fN,~;; / )q-1~~{ ,:l)\;;]i~:~t~\~\yr: "'!if!i::!J!m;Wk~!Y-~(:~~l,~l~i~}l";-;
72 P.S. ~9116 (a) (1,1) (i) provided for the reduction of Ihe tax rate Imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of dealtl on or after July 1, 1984 and before ,January 1, 1895.
72 P,S, ~9116 (a) (1.1) (Ii) provided for the reduction of the rale Imposed on the net value of Iransfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or afler January 1. 1995. The slatule goeji.[lot eXQI.1}j)J a transfer to a surviving spouse
from tax, and the statutory requirements for disclosure of assets and filing a lax return are still applicable even If tile surviving spouse
Is the only beneficiary,
.
,
,
I
FOR OATES OF DEATH ON OR AFTER ,JANUARY 1, 1995. Please answer tile following question by placing an 'x" In the
aprroprlate space.
Did the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her e~tlre
lifetime? Yes [J No I5ZI
If you answered yes to the above question, the tax on Ihe trust or slmllm arrangemenlls postponed 1ll1t1lltw dealh of the second
spOllse, et which time it will be fully taxa biB at the ratels) applicable 10 the remalndor boncliclorY(los). Entor Ihe vnluo of the Irusl on
Sche.jule J, Part II. In ardor to remove II from Il1e calculation of the tax due In 1I,Is eslate. You may wish 10 file Schedllle 0 in orrler to
make the election available undm Section 911 :l. If the election Is made, Itle trust or similar arr,1noomonlls t"xorl in the estate of the
first decedent spouse, tho portion of 1110 InlBI or filmll", ",'Rnoomont wl1lcl1 bonoflls Ihe survlvln~ srouse is taxed "1111e lorO tax ralo.
and tho romalnder Is taxed allll0 mle(s) flrrlicnble In tl10 r"maindor boneficlnry(les) If YOil cllC>osc to mako tl10 olocllon, you must
aUacll Schedule 0 10 f1 lillwly.-filod Inx rnlllfTI, ;:i1onn wllh SdlOdulo(!i) K ,mellor M In orelor to show Ow i:lprortJclnll)fH11 of tlwlrugl or
similar mrnngornrmt hetWAAll tho f;IHVIVlflll SpOll!W Hnd thn rollllll!lChH hon(-!fICIHrV(lr~)
WI V I \ II f ~, l!a~1
i SCHEDULE H
1 FUNERAL EXPENSES,
I ADMINISTRATIVE COSTS AND
~___~~S.~~LLANEOUS EXPENSES I Plea Ie Print or Tvpe
"u -------T'LCN~;8~~_~0~1.~:: .. ...
\, .;~~ V
.\1"",
~"'Vj. "
, ."I.'It-
COMMONWLAlHi Of PENNSYLVANIA
INHfRI1AN(( TAX IlETURN
RESIDENT DECEDFNT
ESTATE Of-
Martin L. Wolf
--iTEM-ul-.....----.~...----.u-- .--,
NUMBER
..,..~_._._..__. ---.-.....---- ~--"..._.. --....
A. Funeral Expen....
1.
DESCRIPTION
Ewing Funeral Home
Carlisle Memorial Service - headstone
1.
B, Administrative COlt..
2.
3,
4,
C.
1.
2,
3,
4,
5,
6,
7,
8,
--
.;1
!
Pe,sonal Representative Commission. Wayne E. Peffer
Social Securlly Number of Peroonal Repr..entallve, __.1l!1__=-.J.2__-=-~.9.ML__
Yeal' Commissions paid . 1 999 1 2 , 450 - 1 998
,-~----- -, --,-- ----12,450 - 1999
Attorney Fe..
Frances H. Del Duca
Family Exemption
Claimant _____..___.___._____ ,___ Relallonshlp
Addr,... of Clalmanl 01 decedent'. death
Slreel Add,e.. __..__m___....__.____.__________.'________
City ___._________.______"____Slale ____"'_. Zip Cade_
Prabale Fe.1
Mlsc.llaneoul Expens...
See attached
TOTAL IAI.o enler on line 9, Recapltulallanl
(II more Ipate II needed, Inlert addltlonallheetl of lame Ihe,l
:..:.----......-
AMOUNT
6,950.00
2,289.00
24,900.00
24,900.00
359.00
26r459.79
5 85,857.79
A. SETTLEMEN'l' STATEMENT
U.g, lJF.l'AP.'I"M~~N'I' OP IIDU9It/<1
MHl tllmAN (}"IV~;j,{)rMRN'I'
OMU 110, :!!jQ:!-Q:HiS
*
-,-",,,"'=._. ~.- -~._.-. :'=-.""",="",,,:,,,,,,,,-~,,,-:~,,c,,,-,...;.,.,,",....,,. -.,--.......,,,,.,.,,,, ,._-~"""..z==,=...=.....,."""=.""""'""'=-=~"'""._~=>"=-_-,,.=..=..t.."'c::=-'='=1~~__ _._,_:::r=.~
n, T'l'PR or !,oMI
_.._-~._.~~..__. ...--..,-.---....--.-- - ,______ ___u_ __ __ . r.......nn--..----.---.r-... .-..--.- .-- --"
I. I I FilA " I I ~'mH^ ], I I CtlIlV. LIlli II, (;, ~'ll,~i NlIMIlP.R ?, IDAN NUMnp,n a, MOR"OMI~~ tNn CAllIf-tl-li;:'iii"
4, I I V^ 5, I I Con\', 1ml, coo , IIU,/
'-.-----..--."-..-.-----.-.------- . ---- '.. --- -.._._-~-_._-..__.__._- . .. ---- ..------+..-----,--- _._.___~_,_u_._~_..~_
(', NOl'R1Th18 fOl"m I, fUl"l\lshod , 0 g\.vo YOll . ntAt OIMllt 0' /Il'~ t \III. I nf'lttlt!nwlIlt. ('olltR. Amoulltn pAid to and by thA Ilettlemont agtJnt
or. ..hown, Item8 lI\lIrknd ~ If'OCI" worn pllld outoid" tho cloning/ thny Are nllown hero 'or inrorn\lltional llurpooflH .nd are
!lot includnd il/ tilt; tolllln, 4,1 12-94 (4/COO,IIUY)
__no _._.....______n_ ......_ ----.- ---- -. ...--- .._.r._........___"'. -----_.._--,-- --. .--
", N""'E MW A01HI.R9f1 or nORRoWI-:n E, NAMR MID AIJl1Rggn 0... !IEl,I,lm r, N""" ^N" ADORESS or 1.lmORR
Church 0' Oed Homa., Int!, Bnt.Lo of Martin L, Wolfe
"I N, tl.nover Strut 105 M,UlIll od ve
carlinle, .. 17013 Carlisle, .. 1'1013
-----~.~.~-,."-_._.. '-'.'--~~- ___r
0, I'ROPRRTY LOCATION II, SR'I'1'LBMBN'r AOIU.rr :l32267691 I, S B'(TLBMRNT DATB
105 '.....uh DrivfI Rrouj08 , OUray, PC
Ca.rl! s1l:! , P^ 170.\3 -....--.------. Deoember II, 1999
CUmberland County, P^ l'tJ\CR or BB'M'LKMHN1'
, N01'lh lI.novor Street
CArlhle, '^ 17013
-- - -- _==.1,,= .- T =;,
J, BUM>W< V or BORROWER'!) TflANnM"-rION C!.JMtotARV or SBLI,ER'S "Rl\Ns^,~"rION
-. - - ---
,,0:: ....~....u.,..,.....""". C:::C.T--.: "~="~-""-'.
!il-.Q-I,_J.l.RPJl.LN1O,U!fl' DUE "0 SELL~ ~ -';;;;-;;;~--;:;;-
~.. ,_U_o.t~tl..LW~..____.___,__ .._~.2QW .UL-~QJlllAQLQ!.!.!lLr.tlsL ,-
ill~nAL.u2I>"'llL.--.---,-_.__..____. _____ t9l.,__=Qn!.Llli".rll.
W ~Hll~hM!lJ!l!.,_I.9...!!o.u.Q~jl.~ ---1ln'LlI!l..9. ____.1..ll.L.LL ~1U~ --
1 4. _.__..~__. iQ!.l...--_
l.9.l.. _________...__. _________ ~.9.L._______
_.-----AsttUltt.lrdUltJl-12.r-11PJ!l!l_I~1~_Jrcli!:'.! !!tL~n_1.\ _V!~_. _____._Mj\'~_\=Ll2.LillmLP..ld bv Seller in . _'lAll.~____
lli~!.k'iL12m..!..tM.L-..__~.._.._.__~.Q._____. ___ -.-------- i9.h_~,!.tI'LJ&~lL:r'lS~L_,__\.Q_ _;;;:--
lQ.L.S.Q1Ult.v JiL~__.H.~ll:.J!!...1.Q..JU..._Q1:.~.'._..__ ---~. !'QL_SQ1\!lt'i._ldU50tl 12-1..l:.ll. to 01-0 . .;- ;~~ '~:-
lQ..~.I....l!.s.h.Q9..l...T..u!.g~_l~..:...U_-..2.Q._t.Q_Ql.:.Q.!.:jL.._ ____ll.il:L.1.L ill.<-1!.QhQQL1J.lI.OB 1,-I.l:.2.ILkQ...Q1:.Q.J.;.~l_.
1..Q1..... ----_..~--_. -. 409,
;,-;;- -~------~- ._---- 410 ,
l1l. . "----,~ 411. --
112, = 412.
---'==. .-, -. -...-- ._-..... =- -
f12o-,oR09'SAMOUNT DUE: FRO;';-ioRROWER-'-" 450,)40,]0 420. OROSS AMOUNT OUr. TO SP.I,l.ER 4S1,:l:44.0S
"--- __ _ _... .::'-'--"0="==._ ~==.~_~~_"""""__~~-== nO -,_.. - .- .
.1.Q9~_QYJitU~IJLjl):..QlU_'LMIW.LQLjJ.Q_B~.QW.~g__ . '.....__.._._,._ ~JW_'_millQ~:T!Qf1Ut:Llill.9..!J~.u~ TO DELLER .
~_::_~L.Qf....Jlf.!:Ilut.-II\2!l!!Y--_-_----- _._L'l2..2Qhtt. ~i..fl!!! Doposit (soo in8tructiOllsl -;-;~. -;-;-;;;; .
....J!Un~MLAmP..YllLQC New Loan{a) _._ -- .- i.2.-L-eA.l t l.ttlillllit Q!U.Lqgn ~n tlRl er - 6,969.62
LQ}-,-~n~u.L'tAls.!llU!.Y..l2..a9.LlQ____.____ ._--.--- Mh..~ilitin.q LQMl!L.IJlktm subieo1. to
2..21.'----______ - .i2.L...bvoff of rlrot-1!lQrtaaaa loan
lli-l--.. ill, ravoft of ~nd roo r t Cl!!l!L ;~. --
}~;.J--_._ - - ~p-!'!D08it reta~n""l"I' 100,OOQ.....Q.Q..
;;;;:;-
-. "":;'-0.
208.
I,", -- .~,
.- ~
_..--hll:lll!lJnl!lU4J.QL~11 --.h.!llil.!.t.mIDlU...J_QL i tom. unoa!d bv
ilQ..~--fA.tillown T.xes - to_ .li.QJ1W-l2WJ1 TueR to
2P CO\l=X~.!Y.L . J2- . .. ~Q.lJn1_Ltaxell to -
212. School Taxo. -1ll_ ..- 512. School "4)(08 to
I,,, ~1J.
V4, .- - ti.L......
ill, . . ill, -
Illi......- 516,
Hl. _.- ill. --
illr___~____.~~_,._______ -_. 516. -- -
H9. 519,
I". , -- - . . .
TOTAl, r^10 BV/FOR naRROWER lOO,aoo,OO ~. 'I'OT^I, RP.DUCTJON AMOUNT DUE RELI,EIl. 106,968.62
- -- ---- ., . - .._._~ _.~~~
300. ('1\.911 ^' SETrt,EMRNT FIl.OM/'l'O nORIWWF:R 60~'c;nll A'; BRTII:EMRNT TO/FROM SEt,LER
.....~-----.- ..-
J01. Oro88,\/nt Duf'l from Ronower (11nu 120) 469,349.30 601. Or088 1\mount Due to Beller (lina .00) 451,244,05
30;. IIEl~~.- AmI. P;i~t;Y/fO; ~'~~'~-;;-=_ii~~~~~2~' .1~.o~,"o~~o,.oOi_ 602~1~~~Clti~I~[l\la~~lor_ ---r-li~~ .S:l~t.",l.-=.>~~~~"ii
3t13. eMIl IXI fROM (I TO AORROWRR 3!ilJ,HA.30 60), C'ASfl II<I TO t J FROM RF.I..I,F:R H4,27r>.41 J
. =r. ~_.h._L~"""___..n_..'."o-=__.. .,. _ _.__ _._......._.._ '''._..._~ _. ._... __" __.==-.",.._==-....".=~.____._.
The undet'lIigned hereby .cktlClwlndge raceipl of Ii complet.ed copy of pagaR
.0RRO..R~,;j?~'J~<JJ--
Church or ood 1I0lOOa, 1M,
BORROWBR
____==:::t::=!!.:t:='.====__.
I"B::'I.::itV:2~1;;:#~ ,.rnned to h..nin
BlIt~--M~titl ~.
lIK(,LRR
--
.----
~~
IlUn~l (3-06) REElP^, ItR 4305,2
e__=--"""-=-'==-"~'='~"'~''''P --,"" .--- ,. --"-=-=.=--"'=,,~=-'"~..="-="" ,=,_.,..,=,-=-,.._=,=~=,=,.=-,='---.~~---'-"-=-==,.='-" ...'
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'04, '
. _......._" "..____====-~,-.--..,--,,====='==~.--.... ..,__= - ~=.. -__.._=.1
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iQ,I"_\&.!l..QJ:J..q~Il.!'19..n-L!!9-..-...---,..-~-..--\,,.-'-------.--------- ---.--' ---,-.-..--.\
.Q9..l~..All.RlJ_llL_--..--...----,.-.-.-_\.-.---IO--.------ -- .-'
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~~~~c,-.<lJ.LR""-Qll....--..-... _,_' ,_,_c~-.._....,.-~9--.-~-'-------' --- --.--- .__c_----.I
ill~....k.P.l\.!:.'~..lnf.,..',tJ&lU:!!ll..-,_.._-----!J>..---~-'--------~--- .-. -- '
lLQ!.~H,Q[!<9f_9LlIl.,..-'\IIP.~.f~..._-,--c--..--.----'9c--------- - -----'--'
~O?>J\!!gy!"-"tiQJLf.O.---_._...-~---!&--'---- '
W~'--._---.-..._-------_. _______"._~_-----,-_..------_.w--~...-.--
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All.
--=--.---"'==' ." .- """"""'=..----,-'",.-- ..... -- --~.
9()O. ITF.M.9 RRQUIRED 9Y t,f,NPER '1'0 11~ 1'1\10 IH MlVM~CF.
2QJ~\n~t.O~\J'-OJL==;;;:=::-==U::--':-==-"::L;\~.Y1 ~=-..-IC::::--=--~-- .
l.QL.-.tI2!\.!lAgL!llJ!lJ.W).OJLr.I!'.ml.'IlL'cQL_tllJ.L~-'\'Q.....------ --
!_Qh..llA..rd 11lIDlLlH\gjl.!?[<lJ!l.lJ!!l\.J9.' 1 va.!IJL..tQ-- --
2..Q.~.,L..___ .......___. . ________------.----J:..2..--------- ----
905
.= ~--_.---=' . - =---- - =- -
IQjl_9..--KWBYJ!~..1llil'Q.~ITK!)-.lLlTlI..bf~!lliI'-.-----_..--
1.Q.Q.L...l1!u_ntJ..1l!y..u..ll~~_.___.__._!!l.9l\th.!L_.!_.L P!lL~jL
1..Q..9.L..J1Q.[t.El~DQ!tiU:IiillL~.--"~'---- monI;.IUL_._~ S _tmLIDQ!~-
Q9.l...si~yno'!L'\:l!l'&J!__..._".--_....JllQJl1Ii!!...-L1 ..Jl,g.L..ITIQJl~jl---'--'-- -.-
lQ..Q!.t-C.9..\!D.t.V t.al((jQ .~____I1lQn!ill!L.._JLJ -P..t.LIll9U!JL-.---
lQQ1L~f!>.llQQl....I'J\lIL_-__c-_,_c....l!\O!l~hI . & __-.JlOUlQJltJL-
l.QJt~-.-l.------~_____~____._~----_.----_...JltQt\.!J!.!!...--!--L-- oeT: mont-II ---
~____~__________-____~_mQn.tr-1Ul-J.-t'L Dll-IDQl11h-
10(\8, lllonth9 e $ por month
---_...-_.~,.""'="~_._- ~===--=.~-_._--~.."..-=.__._=._.- -
ill~nkLc!ll\RWL--c..-""--'--'---------
.LtQJJ~.t 1~m!U1UL_Q.LOjl.J.l\g.LQ..~,._.--.-t9
l1.Ql_,-bP.!l.~_U.rt-QL't1U!!_jHl~X.illl_----J.9---~~-'---------'
!.!..Q..LJll.!!L.f.-~m!nglQ!L..--. t:.'L-
llQj-'--'tll.:!..P_...t!1ll.l.lr.~!:t9.~_p..!m\Q.L.~---~-Q-.,~.--~--
ltQ_2... ...Q.Q..c;j!mQ.lLt......1!.~P..!.!.!ti.9.0_-_.._-,_t9--~_._--
ill.~..!..JiQt..a.;:y.hq!!~._~~_.__._~9Sul.l------._-------
11 tl;,or!!.!ly~._....-- to
___llrlli~.Q2.Y..q..l.l;Jll!l.lmmQm:J!.L-_.----
1 J!L-.'rilJ,.L.!Jll!:~j!-_._._-- to COrrolonwealth LansL1ll1lt Inl1urance Como
-LtnQ)._I.!.\lu.~~.-il.!ll!Lm!mU~!1!l- 1_
110~kq~..I.S.~r.A9iL-j-.-~_.._-
Ulh..Q:<tn.~.'"lL_~.9!L-_t_liQ.I.QJl9~-
1J..ll.I..---......-.._.- --.-..------'---
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1113.
i\ A QO-,- QQ\ffi~-tlMEN'LY..K~QJ!Ql tii.!J~!:ill.J'J!lI..lliltl!lL<;UAROE9
BQL.......R~<LcL!J!in..q..~g~~9..~$ _-1}..d.O~;M2..r.~~g!LL- lReleues S .
,:,_,_ -s;,tv/~~"~!.Y _ )~J!j~H",:Ql~_Q.=~:.I.O<L"Q'lL....LllqrJ;.qO!l!L; -~
120)..t.._2.t...!t~ J:1l];~1~Iill21LL~__~_--DoaqJ..---,1..J!.Q~LJlQ IMortSt&Cl6 S - -
12Q!~___~.-"-- ___' _. _.____.~__.._.T____~____-
\20r"
l'i~Q:,:::N>!I.!itQ@j;~&1mMfaiLgiN\9]L::::=..:'~ - "~- - ~- .-:::=::
ltQ..l......J,ll\rcY~~ -~..- ~.---------_._..~-----.
l).9_:L_rML.ID6P~illQ!l~---~~.1Q.....~---- -----
aQ)nl_J.22.!L~ghQ.Q1._a)jQL....-.. to J!t1l((Irt CIl1rnB -
119"..1._.__.__..............-.- ---..-------------------------
\)05.
F:~.;~1';::n;,,"l".~M;;:"'.~i1...0Bn I.~t.er :=;,l~:._;O', SBct.ion J .n~ 502, Saotion KI
.'.y'.~;;-l~gl;;; 1 otthC,~.ntot;;m;.;_t_;__,i~;;lg~;;;:orla' .ol<n;;-.lodgo -,""alpt of . -Co';;plo~d copy of p.g. 2 of t.hl. , pogo .tatemant,
tn:T'I't.l<il<\F.N'I' t.T/\n:MEtIT 1'^r.lF. 1
~:='~
____...1
==_~J
,
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-I
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,
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,
,
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--
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__ 25.50 -,
-~..- .,~Q.Q,.&Q..:
. .~o~ .
- - ----.-.
._ ,u.
1,ii.i...R
'1,104,2$
6,969,62
(.f.!Coo,nUYI
1'1116 IS C&R't'U'U:n ,\,0 IH~ ^
TtWS AtIO CORRBC'l' copy,
~!5!1
settle~nt ~gant
t(j l~'.J '\)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
I' ,
BUREAU OF INDIVIDUAl. TAKES
INllon IANcr TAl< IlIVISJOH
IlrPT. <'fIObOI
HARfHSBURG, II", 1i'li'll-OMll
NOTICE OF INtlERITANc[ TAK
API'RAISEMENT, Al.IOWANCE OR DISALLOWANCE
or DI'DUCTIONS AND ASSESSMENT OF HK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-08"1999
WOLF
08- 31'.1996
21 96-0712
CUMBERLAND
101
FRANCES H DEL DUCA
10 W HIGH ST
CARLISLE PA 17013
*'
IH.IHlll ,,~ l~t_"1
MARTIN
L
I~._~~u~:..~..~t,t~~~=~~~j
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 ....
REV: iS4-j-EiC AFP--[O"9-: 97 Y "HoY i CE" "OF - "iNHEii i f ANCE - "fAx - ',ipPR A- i SE'HENT";-AL l"liWAN"C E" OR - - -- - -- -" -- - -''..-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLF MARTIN L FILE NO. 21 96-0712 ACN 101 DATE 03-08-1999
,,'
UK RETURN WAS: 1 X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A)
2, Stook.. and 80ndfi (Schedule hi
3. Closely Held stook/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule 01
S. Cash/Bank Oeposits/Hisc. Personal Property (Schedule El
6. Jointly Owned Property (Sch.d~,l8 f)
7. Transf.r's (Schedule G)
8. Total Assets
I CIIANGED
(l)
121
131
(4)
(51
(6)
171
450.000,00
595,53
,00
,00.
49,479,14
,00
,00
18)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~penses/Adn. CO$ts/Hisc, Expenses (Schedule H)
~O. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Oedudions
12. Net Value of Tax Return
13. Ch.ritable/Govern~ent.l nequestsJ Non-elected 9113 Trusts (Schedule J)
14. N.t V.lue of Estate Subject to Tax
If an assessment was issued previously, lines
reflect figures that include the total of 6bh
ASSESSMENT OF TAX:
15. At10Uht of Line 14
16. .Mount of line 14
17. AMount of Line 14
18. Principal Tax Due
NOTE:
at Spousal
taxable at
hx.ble at
rate
Lineal/Class A rate
COllateral/Class B rate
TAX CREDITS:
~_._~
PAYHENT
DATE
05-30-1997
12-11-1998
RECEIPT
NUMBER
AA2In~-
AA324383
DISCOUNT 1+1
INTEREST/PEN PAID (-)
,00
5,127.00-
(9)
110)
85.857. '79
NOTE: To insure proper
oredit to your' liooount,
$ub~it the upper portion
of this for~ with your
tax paynent.
500.074,67
85,857 79
414.21~.88
,00
414.216,88
14, IS and/or 16, 17 and 18 wiU
returns assessed to date.
,00
,00
62,132,54
62,132,54
Bj~~~JigN~~~]~_:~=~: 62~~~~_::~:=
.. ... ... .. !aTA~~~E_. . _!'-F___m~~4~2~R_
IF TOTAL DUE IS lESS TlIAN $1. NO PAYMENT IS REqUIRED,
IF TOTAL DUE IS ~EFlECTED AS A "CREDIT" ICR). YOU MAV BE DUE
A REFUND, SEE REVERSE SIDE or THIS FORM rOR INSTRUCTIONS, I
,00
III)
(12)
113)
114 )
115)
116)
117)
.OOK'OO=
,OOK,06=
414 , 216 . 88 K . 15=
I1BI
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AHOUNT PAID
------25 , 000-:00-
42.543,86
RESERVATION I E.tater of decedent. dying an or before Dece.ber 12, 1982 -~ If any f~t~re Interelt In the estate Is transferred
In pos.e..lon or enjOYMent to Cia.. B (oollateral) beneflclariel of the decedent after the expiration of any estate for
life or for year., 1he Co..onwealth hereby expre..ly r..erve. the right to appr~i.~ and asse.s trans for Inherltonce Taxes
at tho lawful Class 8 (oollateral! rate on any such futuro Interost.
PURPOSE OF
NOnCrl To fulfill the requlre.enh of SlIotJon 2140 of tho Inheritance l::Ind Estate Tax Act, Act 21 of 1995. (72 P.S,
Section 9140),
PAVHENf: Dotaoh the top portion of this Notlroe and sub.lt with your pay.ent to the Register of Wills printed on the rever we side.
-MHake oheck or Money order payable tOI REGISTER OF MILLSJ AGENT
REFUND (CR): A refund of 8 tax oredit, whloh was not requested on tho Tax Rf'turn, llIay be requested by oOMPletlng an "Appllcat1nn
for Refund of Pennsylvan.la InherltllneQ and Estet" Tax" (REI,'-1313>. Applications are fwallable at the Offioe
of the R.glstClr of Willa, any of the 23 Revenue OJRtrlct Off Iou. Ol~ by calling thll speoial 24Mhour
anslo/erlng ..rvJcG nu.bors for forllls ordorJn\1l In Pennsylv"nla 1~800'';~62.2050, outside Pennsylvanll!l Bnd
within local Harrlabur~ area (717) 787M8094. TDOI (717) 772-2252 (Hearing I.paired Only).
08JECTIONSl Any party In Interest not satJsf1ed with the &PPl'nlsellont, allowance or disallowance of deductions, or I!lssessltent
of tax C.!noluding dlscour.t or Interest) as phown on this NoUce .lIst object within sh:ty (60) days of reoeipt of
this NoUoe bYt
-.wrltten protest to tho PA DepartMent of Rovonuo, Board of APPODls, Dept. 281021, HarriSburg, PA 1.7128MI021, OR
MMeleotlon to have the lIlattar deter-lined at audit of the account of the personal I'epresentative, OR
."appeal to the Orphans' Court.
ADHIH
ISTRATIV[
CORRECTIONS I
Faotual orrors dhcovef'ed on tll.1s ftsseSlffllent should bQ eddrossed In writing to: PA Dep8rt~lent of Revenue,
8ureau of Indlvidu!ll Tlt)(es. ATTN: Post AueSSflflnt RoVl.ffw Unit. Dept. l80601, Harrisburg, PA 17126-0601
Phone (717) 787M6~OS. S&O page S of the booklet "Instructions for Inheritance Tal" Return for 8 Resident
Deoedent" (REV-IS01) for en explenatJon of adMinistratively oorractablG errors,
DISCOUNT:
If any tax duu 11;. p81d wlth.!n three (3) calendar IllOntllfl after the deoedlilnt's death. fl f.Ive peroent (s;.n dhoount of
the tax paid is allowed,
PENALlY:
The 15% tax a.nesty non~partJolpatlon penalty Is oOlllputed on thll total of the ta)( and interest auested, "nd not
Pflld before January 18, 1996, the first day aft.r the end of tho tax unesty periOd. This no","part!olpatlon
pflnalty 15 appeulftble In the &aIllA lIIanlml' nnd In thll thfl S8110 tho porlod as YOU would flppeal the tftx and interest
thnt hfls been aSl8u8d as IndJoated on thls noUce.
INTEReSTl
Interest Is oharg.d boginnlng wJth fJrst dflY of doHnquency, or nino (9) lIollths (HId ono (}) day frolll the date o'r
death, to the date of pay.ent. T'Il(81 whiCh bocPlllo doI1nquent before January I. 1982 bear Interest at the rate of
sJx (6%) peroent per annulll caloulated fit " dailY rnto of .000164. All taxGS whlah boealtQ delJnquent on and aU.r
January 1, 1982 will b.ar InterlQ5t at fI rato which will vftry froll calondar yeaI' to onlendal' year with that rate
flnnounoed by the PA Depflrt'lIIont of Revenue. Tho IIllpllcable Intorut rates for 1962 through 1999 aret
Y.!.!!! Interest Rete Daih Internst FRotor :!!!!! Interest Rato Dally Interest Faotor
1982 20;: .000548 1986-1991 11;: ,000301
1983 16;: .000438 19CJ2 9;: .000247
1984 11% ,000301 1993MI99(, ]X .000192
1985 13% .000356 1995-1998 9i: .000247
1986 10Y. .0002'74 1999 7% .000192
19&7 9X .000247
M~Intor.lt ill calculated hS follulo/II
INTEREST = BALANCE OF TAX UNPAIO X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
M.Any Ndloe illloed after tho tax becolIllS dollnqullnt 101111 I'ofleot fln interest oflloulatlon tn fift..n (IS) dftYI
beyond the date of the au.....nt. If paYII.nt Js lIadfl flfter the IntereNt oOMputatlon date thown on the
NoUc.. addi Uonftl Inter.lt .\lst be aaloulftted,