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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNT\', PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE ESTATE OF EVELYN M. WOLF, LATE OF THE BOROUGH OF CARLISLE
SCHEDULE OF PROPOSED DISTRIBUTION
Balance for distribution as per First and Final Account filed
April 3, 1981
~=~~,12~~=Z~
DISTRIBUTION:
First Evangelical Lutheran Church
Principal Cash
Income Cash
53,821. 85
3,124.93
~=~~,12~~=Z~
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
COMMONWEALTH OF PENNSYLVANIA:
I ith the Last lUll and Testament of
b~rland County, Pennsylvania.
The above distribution is proposed in accordan
Evelyn M. Wolf, late of the Borough of Carlisle, C
Vice President
COUNTY OF CUMBERLAND
Dennis C. Caverly, being duly sworn according to
is Senior Vice President and Trust Officer of Farmers
the Estate above named, and that the facts set forth
for the Proposed Distribution are true and correct.
law, deposes and says that he
7ust Company, the Accountant in
n the Statement of the Reasons
1981.
L,."" vU i ""t [) I;)
.
REV~!50 EX. (3.80)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE" A"
REAL PROPERTY
'*
(Instructions on Reverse Side)
ESTATE OF
Evelyn M. Wolf
ITEM
NO.
DESCRIPTION
ESTIMA'TED
MARKET
VALUE
DEPARTMENT
VALUATION
(OFFICIAL USE
ONLY
NONE
TOTAL THIS PAGE
REV.451 t 1.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
*'
(Instructions on RCVt:fSf1 Side)
Estate of .
F."~'yn M tJn1 f
ESTIMATED DEPARTMENT
ITEM DESCRIPTION UNIT MARKET VALUATION
NO, VALUE VALUE (OFFICIAL USE ONL Y!
1- Proceeds sale of Personal Property 4,253.07
2. Cash 227.75
3. Checking Acct. 4 45738, Farmers Trust Co. 8,812.05
4. Christmas Club 1207089, Farmers Trust Co. 64.00
5. Investors Passbook 8 10161, Farmers Trust Co. 7,300.98
6. Investors Passbook 8 20305, Farmers Trust Co. 24,848.01
7. Certificate of Deposit 12965, Farmers Trust Co. 6,000.00
8. Interest to date of death Item #7 85.00
9. Certificate of Deposit 5885, Farmers Trust Co. 3,500.00
10. Interest to date of death Item #9 55.07
11- Certificate of Deposit 7020, Farmers Trust Co. 6,500.00
12. Interest to date of death Item #11 C33~ 28.80
13. 14 shs. Dauphin Deposit Trust Co. (472.5q) If-t. ~, 0 0
14. $50 par U.S. Series E Bonds (78.63) '11, .30
15. State Employees' Retirement System, final
settlement 569.19
TOTAL THIS PAGE ~2,795.05) &2., 11'1-. ~"-'
~,
~(t1t:.
RE.V-4,2 "-101
COMMONWEAL TN OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INNERITANCE TAX
RESIDENT DECEDENT
ESTATE OF Evelvn H. \~olf
SCHEDULE "C"
TRANSFERS
*i1,.
, .
"
INSTRUCTIONS:
1. Answer the Questions on reverse si de,
2. If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property Iransferred per
Schedules "A," "B," or "E," its estimated market value at dale of death, dales of transfer, to whom transferred and
relationship of transferees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property,
ITEM
NO.
DESCRIPTION
ESTIMATED DEPT. VALUATION
MARKET VALUE (OFFICIAL USE ONL Y!
NONE
TOTAL THIS PAGE
~
QUESTIONS CONCERNING PROPERTV TRANSFERS
1. Did decedent, within two years of death, make any tfilnsler of any material part of his estate without receiving
valuable and adequate consiclefiltion? (Answer "Ves" or "No".) no
2, Did decedent, within two yoars ol death, transler property from himself! herself to himself/herself and another party
or parties (including a spouse) in joint ownership? (Answer "Ves" or "No".) -ll.O..
3, If the answer to one or two above is "Ves" and the transfers are claimed to be nontaxable, provide the lollowing
inlOlmation:
a. Age 01 decedent at time 01 transfer.
b. Copy 01 death certificate.
c. Allidavit by the attending physician indicating the state of decedent's heallh at time ollransler.
d. All other inlormation supporting nontaxability of transfer.
4. Did decedent, in his/her liletime, "Jake any Iransler of property without receiving a valuable or adequate consideration
therelor which was to take effect in possession or enjoyment at or alter his/her dealh? (Answer "Ves" or "No",) no
a. Was there any possibility thatlhe "roperty transferreu might return to transferor or his!her estate or be subject
to his/her power of disposition? (Answer "Ves" or "No".)
b. What was the transferee's age at time 01 decedent's death?
5, Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end belore his/her
death:
a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Ves" or "No".) no
b, The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?
(Answer "Ves" or "No".) no
6. If the answer to five b, above is "Ves," state whether the right was reserved in decedent alone or others.
7. Did decedent in his/her lifetime make a transfer, the consideralion lor which was transleree's promise to pay income
to or for the benefit or care of transferor? (Answer "Ves" or "No".) nn
8, Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of
a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of
law? (Answer "Ves" or "No".) nn
9, If the answer to eight above is "Ves," was the power to alter, amend or revoke the interest of the beneficiary reserved
in the decedent alone or the decedent and others? (Answer "Ves" or "No".)
REV04!53 (].80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
SCHEDULE "0"
BENEFICIARIES
~,fl
. r', ~\
. . ~1
(tnstmctiolls 011 R{!'lcrsc Side)
Estate of
F.""lyn M Wnlf
BENEFICIARIES AND ADDRESSES
RELATIONSHIP
SURVIVED
DECEDENT
DATE OF
BIRTH
INTEREST OF BENEFICIARY
First Lutheran Church
East High Street
Carlisle PA 17013
.DOO.OO
s R
--- -----~-------- ._-~-----------_. ----.---
The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
Lois Tanger
Learn Tanger
. , . .
- . .
REV-4!S4 EX'" (3.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEOENT
(Instructions on Reverse Side)
'*
SCHEDULE "E"
JOINTl Y OWNED PROPERTY
Estete of
Evelyn M. Wolf
ITEM
NO.
DESCRIPTION
TOTAL
MARKET
VALUE
PE
,
N
T
VALUE OF
DECEDENT'S
INTEREST
DEPARTMENT
VALUATION
(Official Use Only)
NONE
TOTAL THIS PAGE
N~.,
.ii~
, . ,
. . .
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included, List real estate first.
" Describe all real property as indicated in the instructions for Schedule" A". Describe all personal property
as indicated in the instructions for Schedule "B". Include the name. address and relationship to the
decedent of the co-owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4, Indicate the market value of the decedent's interest.
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R~V.484 E)t+ (&-eO)
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
File Number
21-80-0609
Estate Name
Evelyn M. Wolf
08-27-80
Date af Death
Sacial Securi ty Number
172-32-2445
REPORT OF INHERITANCE TAX APPRAISER
~ Original
o Supplemental
o Remainder
I, th. und.,.lgn.d duly appointed Inheritance Tax Appraise, in and lor the County 01 Cumberland
Pennsylvania, do ,..pectlully report that I hove appraised the real and personal plOperty as ,oported in the foregoing
,.I\Im at the values set forth opposite each Item in the last column to the right in Schedules "A", "B", "C", and "E"
Dated:
March 27, 1981
.!II1'...dJ df'/n1'J!(j)
INHERITANCE TAX APPRAISER
INVENTORY
AaJUSTMENTS
VALUE AS APPRAISED caDE (HARRISBURG USE ONLY)
s None QD+
62,784 22 10+
None 21l+
None 30+
R.al Property (Schedule A)
Personal Property (Schedule B)
Jolnt.Held Property (Sch.dul. E)
Transfers (Schedule C)
TOT AL GROSS ASSETS
40.
Leu Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Lile Estate
o Annuity
RATE
FACTOR
PRINCIPLE
FOR USE OF REGISTER ONLY
Tox on $
CODE
6"
"
15%
Tox on $
Tax on $
TolC on S
TalC on S
Exemptions
Total Estate
TOTAL TAX
INTEREST FROM
BALANCE
TO
Less Credits
DATE OF PAYMENT
DISCOUNT
INTEREST
AMOUNT PAID
s
S
+ S
+
BALANCE
TO
S
REMAINDER APPRAISEMENT CODE
VALUE
-
COMPUT A TIOH OF TAX
5
5
5
5
=
=
5
5
5
5
T AX CREDIT
5
92+
93-
CODE
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I~EV.455 EX. (J.l'lO)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIOENT DECEDENT
SCHEDULE "F"
STATEMENT OF DEBTS
AND DEDUCTIONS
.
Estate of Evelyn H. Wolf Date of Death...Aug 17. 19S/iile No. 21 80 609
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Claimant's P.ddress
ITEM OATE
NO.
1 9/22/80
2 9/22/80
3 9 22 80
4 9/22/80
5 9/22/80
6 9/22/80
7 9/22/80
8 9/22/80
8 9/23/80
9 9/25/80
10 9/25/80
11 9/25/80
12 9 29 80
13 10 2 80
18
19
20
Relationship to Decedent _
NAME OF PAYEE
REMARKS
AMOUNT
Penna. Power & Light Co.
United Tele hone Co.
UGI Cor .
Robert M. Frey, Es
Carlisle Hos ital
Communit Ambulance Fund
First Lutheran Church
Hoffman-Roth Funeral Home
service
service
servi e
Attorne fee
claim
service
balance 1980 Pledge
funeral expenses
2,537.00
45.00
41.00
18.00
Carlisle Radiology Associates, P.C. claim
Register of Wills Letters Testamentary
The Evening Sentinel advertising Letters Testamentary
Cumberland Law Journal
Belvedere Medical Cor .
advertisin Letters Testamentar
claim
Short
Penna. Power & Li ht Co.
service
claim
10.72
347.47
7.93
3.73
5.07
1.54
Co.
service
Penna. Power & Light Co.
UGI Cor .
claim
service
service
22 12/2/80 Carlisle Memorial Service, Inc. gran' ~ marker
j
/ TOTAL THIS PAGE 3,761. 74
I hereby certify that to the best of my knowledge and belie~t e r !egoi IS' 'y ~ d rue statement of debtS.' funeral
expenses and expenses of administration submitted to the e t s de96~' sf In ritance Tax purposes.
a(, '.' //(J 1..- DEe 1 r 1980
SIGNATURE OF ATTonNE /FIDUCIARV DATE
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S
OFFICIAL USE ONLY
AT (!h.'/l,;.k!:.tJ PERCENT.
o~~
;: 1-/tJ-?/
DATE
GENERAL INHERITANCE TAX INFORMATION
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grove marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should ba attached to this schedule.
A family exemption of 52,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
COMMONWE.\L Tt1 OF ~H.'lJ~,V\ '.':d.,,\
~n(p^R:~MF1.1l ~:i' f:['::'~'H_:::
BUREAU OF COUI,,'iY I..OLi.E:.' ~-Il)~l'j
,\PPL leA TION FOR AI~D CONSENT
TO TRAt1SFER SF':URITIES
iH:GISTERED IN THE tlAk,E
OF II RESIDENT DECEDENT
\
_J___
'*
DATEJIlp.t. 23, 1980
APPLICATION (MUST BE FILED IN TRI?L1CA TE)
TO THE PENHSYL VANIA DEP ARTMENT OF REVENUE:
Application is hereby mooo for c rosent to the transler of the lollowing securities 01 a Pennsylyania
Corporotion or a tlolloncl Panking "",ociation locoted in Pennsylyonia:
(a) 14 Jb)__~~p!!:lt1_D~P~8_it.~rus!<:Il~- (c) c01llllOl1
(NOTE: In describing securoties enter in (n), Cob Ole, cither the number 01 shares 01 stock or the lace amount 01
registered bonds, in (b), the name 01 tho is".;n) company and in (c) the class 01 stock or the stated interest rate
ond maturity dato 01 registered bonds,)
2/7/6~; 7/15/70; 2/10/58; 4/18/75; 9/18/72;
ISSUED ON _4/13/51.L 6/15}67 _., ",,0 havieg a TOTAL MARKET VALUE OF S
IOcto)
as 01 the dote of oooth of ti,e decedent, _,__~elY-!l: H. Wolf
472.50
, ~n
August 27, 1980
(Noma of Decedent)
(Doto of death)
who was late aL_~l.l We!tl:-1Iig~y'~r~et,- Carlis1~,_ CUIIlbe~land, PA 17013
/5,,00t Md N.umbnr)
(P'Ht Office)
(County)
(Srat.)
The securiti.s cre regis'ered (15 101Iaws:___~.e1ynjl1.~illllLj/Qlf
(Home or nome'S in which certificotes orc registored)
~) Farmers Trust Co., P.O. Box 220, Carlisle, PA 17013
EXECUTOR )-------TN,;;;;,i---u---' - (Add,...)
NAME OF APPLICANT __Farmers Trust CO.
COUNTY FILE NUMBEj;21~8P~6P!!- ADDRESS OF APPLlCANTCarlisle, PA 17013
BUREAU F!LE NUMBER_~~-80-609_SIGNATURE OF APPLlCANT'\' fj3IL~b(
HOTlCE: IF YOU FAIL TO PROPERL \' FILL IN ANY PORTION OF THIS AP~ ICATlON, IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
-
COl.llWrHIEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES DATE~";?~ /1!d
I hereby consent to the transler 01 the abo~e securities now registered in the name 01 the oresaid
Decedent end waiye the Wing ef a certilicate certifying to the payment 01 the transler inheritance tax to which
the property of said Decedent is mode subject pursuant to the provisions 01 the Act 01 June 20, 1919, P.L. 521,
as emended ond the A:t of June 15, 1961, P,L. 373, as amended, This is olso in accordance with the previsions
01 the Act 01 April 9, 1929, P.L. 343.
This Consent to Trunsler the herein described property operates only in relerence to the estate 01 the
above-named Oeceden t.
~'"....
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--
.
FARMERS TRUST COMPANY
ONE WEST t11GH STREET
I:"RLI!'>t E. PENNSYlVANIA 17013
(711) 243 3212
September 23. 1980
.
Mary C. Lewis
Register of Wills
Cumberlsnd County Court House
Carlisle. PA 17013
Re: Estate No. 21-80-609, Evelyn M. Wolf
Dear Mrs. Lewis:
I hereby certify that all expenses and taxes in the above referenced
estate have been amply provided for.
Very truly yours.
~a\u- J{3t.Jlt
Jane F. Burke
Vice President
and Trust Officer
.
LAST WILL AND TESTAMENT
o f
EVEL YN M. WOLF
I, EVELYN M. WOLF, of the Borough of Carlisle. County
of Cumberland and State of Pennsylvania, being of sound mind and memory, do
make, publish and declare this my Last Will and Testament, hereby revoking
and annulling any and all Wills by me heretofore made,
ITEM I _ I direct that all my just debts and funeral expenses
be paid out of my estate.
ITEM II _ I direct my hereinafter named Executor to credit
A. W. Caley and Minerva Caley on the mortgage which I hold against their
premises the sum of Seven Thousand ($7,000.00) Dollars. It being my intention
that'the unpaid balance of the mortgage at the time of my death shall be reduced
by the said sum of Seven Thousand ($7,000.00) Dollars and which sum shall be
credited against the balance of said mortgage.
ITEM III _ I give and bequeath the sum of One Thousand
($1,000,00) Dollars to Lois Tanger, of Mt. Holly Springs, Pennsylvania.
ITEM IV _ I give and bequeath the sum of One Thousand
($1,000.00) Dollars to Learn Tanger, of Mt. Holly Springs, Pennsylvania,
W');;~
K~Il.. ) >n.CL~
.
- 1 -
;
(SEAL)
OATH OF NON.SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA} 55:
COUNTY OF CUMBERLAND
This, the
day of
A.D. 19~, before me, Register for the
22nd
September
Probate of Wills and Granting Letters of Administration in and for the county of
Cumberland, in the Commonwealth of Pennsylvania, personally came
Dennis C. Caverly and Jane F. Burke
who being duly
sworn according to law deposed and say that they are well acquainted with
the handwriting of Evelyn M. Holf
whose name is attached as
Executrix
to an instrument of writing
purported to be
the Last Will and Testament of
Evelyn M. Half
late of
Bnrnl1~h of r.;1,rl i ~ 1 p
, deceased
and that the said signature is true and genuine, and that the said
Evelyn M. Half
is now deceased Ill~lmt
Sworn
and subscribed before me,
this
day of
19~
22nd
tJJi::;i!
A.D.
~"
per
Deputy Register
B
OATH OF NON.SUBSCRIBING WITNESS
COMMONWEALTH OF PENNSYLVANIA} ss:
COUNTY OF CUMBERLAND
This, the
22nd
day of
A.D. 19~, before me, Register for the
September
Probate of Wills and Granting Letters of Administration in and for the _ county of
Cumberland, in the Commonwealth of Pennsylvania, personally came
Dennis c. Caverly and Jane F. Burke
who being duly
sworn according to law deposed and say that they are well acquainted with
the handwriting of Evelyn M. I,olf
whose name is attached as
to an instrument of writing
Executrix
purported to be
the Last Will and Testament of
Evelyn M. Wolf
late of
, deceased
Rnrollgh of r:;:irl ;!=:1 po
and that the said signature is true and genuine, and that the said
Evelyn M. "olf
is now deceased QI~lmt
Sworn
and subscribed before me,
this
22nd
day of
September A.D. 19~
~ (!.~
~ Register
per
Deputy Register
8
OATH Qt. PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ss:
COUNTY OF CUMBERLAND
Before me, the Register for th~oba~ of WiUs and granting of Letters of Administratio~d for the County of
Cumberland,personallycame ~;v'II/'.5 CC?fvcri:.t-Y /l/e ,oe //2L1 T .
who, being duly..5' t'tJ C'k,0 ,do"r S depose and say that as [.-;( rr'j / T,"l1C
of the last Will and Testament of & ~ /~'/ -t J M . W 0 L r= deceased
,
-pIe:. Y will well and truly administer the goods and chattels, rights and cre~f said deceased according to law, And
also wiU diligently comply with the provisions of the law relating to Transfer 1 Zta~~ . ~ a scribed before me,
September 22
A,D., 19~
Register
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Be it remembered that on the
22nd day of
DECREE
September
80
,A.D.,19_, there was probated and
late of
recorded the last Wi!! and Testament of
Evelyn M. wolf
carlisle
, Cumberland County, Pennsylvania,
Farmers Trust company
O d Testamentary
ecease . Letters were granted to
Witness my hand and official seal the day and year aforesaid.
~J.~
Registerp
~o