The URL can be used to link to this page

Home My WebLink About04-27-07 (2) .!U 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY Cou~ty(;odeXear INHERITANCE TAX RETURN RESIDENT DECEDENT 21 06 File Number 00764 Date of Birth 08/24/2006 10/06/1914 Wolfe Decedent's First Name MI Decedent's Last Name Marjorie M (If Applicable) Enter Surviving Spouse's Infonnation Below Last Name Social First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (8) 1. Original Retum c::::? c::::? 4. Limited Estate c::::? 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 2. Supplemental Retum c::::? c::::? c::::? 4a. Future Interest Compromise (date of death after 12-12-82) c::::? 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::::? 10. Spousal Poverty Credit(date of death c::::? 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name l:)C1ytirrlEl.."ElIElP~onEl...~.lJrrlber 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c::::? n C. Wolf (717) 241-4436 . ,..-:,~ or Post Office State ZIP Code ... ............m........:::-..:~. ..... ....................................:'::;~.. \ REGISTER ""-VeJ.S USE 0"", I I I I L ,- ,._-~. Firm Name Wolf & Wolf First line of address f"..........) -.l West High Street Second line of address ~.,-" eel II DAT6f'ILED 01 .. mm .m mmT,,,,m , Carlisle 17013-2922 Correspondent's e-mail address:nathancwolf@earthlink.net DATE 04/27/07 sle, PA 17013-2922 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --.J ~ -.J 15056052059 REV-1500 EX Decedent's Name: RECAPITULATION Marjorie M Wolfe 1. Real estate (Schedule A). ............................................ 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c;:) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c;:) Separate Billing Requested. . . . . . .. 7. 8. Total Gross Assets Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O ~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 0.00 i 15. ; 46,784.00 : 0.00 ; 0.00 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 Decedent's Social 172-01-6146 15056052059 Number 0.00 0.00 0.00 O. 13,075.00 5,363.00 35,379.00 53,817.00 6,841.00 192.00 7,033.00 46,784.00 46,784.00 0.00 2,105.00 0.00 0.00 2,105.00 c;:) --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Marjorie M Wolfe STREET ADDRESS 100 Mt. Allen Drive DECEDENTS SOCIAL SECURITY NUMBER 172-01-6146 CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayrnents A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 2,105.00 2,000.00 Total Credits ( A + 8 + C ) (2) 2,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Une 20 to request a refund. (4) 0.00 0.00 105.00 0.00 105.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... D [iJ b. retain the right to designate who shall use the property transferred or its income; ............................................ D [iJ c. retain a reversionary interest; or.......................................................................................................................... D [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D [iJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [iJ D 4. Did decedent own an Individual Retirement Accoun~ annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [iJ D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (I)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (6-98) . COMMONV\lEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Marjorie M. Wolfe FILE NUMBER 2106-0764 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Citizens Bank Account No. 060-000-0000-6100759180 13,074.54 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13,074.54 REV-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONVlJEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ma~orie M. Wolfe FILE NUMBER 2106-0764 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Kevin Farling Grandson B. Brian Farling Grandson c. Zachary Wolfe Grandson JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSillUTlON AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1. A. 10/21190 Citizens Bank - CD - 00006140882672 3,575.00 50 1,787.50 2 B 10/21190 Citizens Bank - CD - 00006140882699 3,575,00 50 1,787.50 3 C 10/21190 Citizens Bank - CD - 00006140882680 3,575.00 50 1,787.50 TOTAL (Also enter on line 6, Recapitulation) $ 5,362.50 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Marjorie M. Wolfe FILE NUMBER 2106-00764 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUOE lHE NAME OF lHE lRANSFEREE, lHElR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER lHE DATE OF lRANSFER ATTACH A COPY OF lHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IIF APPLICABLEl VALUE 1. Dennis Wolfe (Son) and Donna Wolfe (Daughter in Law) 7,205.73 100 7,205.73 4/11/1997 - Citizens Bank CD #00006140712688 2 Dennis Wolfe (Son) and Donna Wolfe (Daughter in Law) 7,043.41 100 7,043.41 6/10/1999 - Citizens Bank CD #00006140741076 3 Dennis Wolfe (Son) and Donna Wolfe (Daughter in Law) 7,043.41 100 7,043.41 6/10/1999 - Citizens Bank CD #00006140741084 4 Dennis Wolfe (Son) and Donna Wolfe (Daughter in Law) 7,043.41 100 7,043.41 6/10/1999 - Citizens Bank CD #00006140741092 5 Dennis Wolfe (Son) and Donna Wolfe (Daughter in Law) 7,043.41 100 7,043.41 6/10/1999 - Citizens Bank CD #00006140741106 TOTAL (Also enter on line 7 Recapitulation) $ 35,379.37 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99>* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Marjorie M. Wolfe FILE NUMBER 2106-00764 Debts of decedent must be reported on Schedule L ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: W. Orville Kimmel Funeral Home, Inc. (Flowers) 101.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Dennis L. & Donna L. Wolfe Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 23 Bentley Place City Carlisle StatePA Zip 17013 Year(s) Commission Paid: 2007 2,700.00 2. Attorney Fees 3,450.00 3. Family Exemption: (If decedent's address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 189.00 5. Accountanfs Fees 0.00 6. Tax Return Preparer's Fees 167.00 7. Cumberland Law Journal - Legal Advertising 75.00 8 The Sentinel - Legal Advertising 158.81 . TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,840.81 REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marjorie M. Wolfe FILE NUMBER 2106-00764 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Capital Area Health Associates 86.32 2 State Employees Retirement System 79.65 3 Messiah Village 26.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 191.97 REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marjorie M. Wolfe FILE NUMBER 2106-00764 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS pndude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1 Dennis L. Wolfe Son 50% 2 Donna L. Wolfe Daughter-in-Law 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) RECEIVED NOV 01 2005 Page 1 of 1 IMII 10/26/06 MARJORIE M WOLFE MESSIAH VILLAGE RM 23 BENTLEY PL BEGINNING BALANCE 13074.54 DATE CHECK# 08/29 08/30 08/31 08/31 09/01 09/01 09/29 a /';.. -r. E... I', U.7:: DDA STATEMENT HISTORY 15.10.26 PAGE ACCT NO. 060-000-0000-6100759180 DATE LAST STATEMENT 09/30/06 DATE THIS STATEMENT 10/26/06 *****DDA TRANSACTIONS***** CHECKS/OTHER DEBITS DEPOSITS/OTHER CREDITS NO. TOTAL AMOUNT NO. TOTAL AMOUNT 3 12935.14 4 1325.28 1 221 ENDING BALANCE 1464.68 AMOUNT TYPE TRANSACTION DESCRIPTION BALANCE 11.14 VERIZON ARC CHECK PYMT 13063.40 12000.00 WITHDRAWAL 1063.40 398.25 PA TREASURY DEPT ANNUITANT 1461.65 2.73 CR INTEREST 1464.38 924.00 US TREASURY 303 SOC SEC 2388.38 924.00 DEBIT MEMO 1464.38 0.30 CR INTEREST 1464.68 \2>..r:... />....\ J-,- '1,1';.. )._LA5:... \.. 'C i c>'--'- I 0lD ) LS) \:::::-, 0 -, '-\. -;:.~\-\ ~ htto:/ /retai 1 oortal/touchooint/3 2 70/ em u13 2 70 .htm 10/26/2006 Page 1 of 1 Command ===> STI1 ACCOUNT INFORMATION Account 00006140882672 Ctl2 060 Ctl3 000 Ctl4 000 Ctl1 01 Prod Type 931 5 YEAR CD MARJORIE M WOLFE KEVIN ERIC FARLING MESSIAH VILLAGE RM 23 BENTLEY PL CARLISLE PA 17013 NEW BALANCE Cust Nbr TIN Short Name Branch 307 ACTIVE 221 AVAIL BAL Current Bal Closing Bal ColI Bal Holds Pledges Y..:.> i 0."->' I CXo 3594.05 Dt Opened 10/21/90 Dt Last Dr 00/00/00 Dt Last Cr 00/00/00 Dt Last Mnt 07/08/05 ----- MATURITY ------ Period M Incr 084 Annv Day 21 DIy Accr Unrdm Accr 1 Accrd Int prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 04/21/2009 YTD Int PF5-Redisp PF12-Help PF14-S/H Inq 10/26/06 15:18:14 CURR BALANCES 3594.05 3594.05 3544.70 3594.05 0.00 0.00 -- -- - DRS / CRS 172-01-6146 WOLFE MARJORI Officer 307 Last Dr Last Cr Drs Tdy Crs Tdy ~, ~.,'-\. 'c.~ PF1-Fwd PF4-Hist http://retailportal/touchpoint/3270/ emu13 2 70 .htm o o 0.00 8.38 0.00 0.00 INTEREST ---- 0.000000 1.572842 1. 57 465.22 94.47 10/26/2006 Page 1 of 1 Command ===> STI1 ACCOUNT INFORMATION Account 00006140882699 Ctl2 060 Ctl3 000 Ctl4 000 Ctl1 01 Prod Type 931 5 YEAR CD MARJORIE M WOLFE BRIAN A FARLING MESSIAH VILLAGE RM 23 BENTLEY PL CARLISLE PA 17013 NEW BALANCE Cust Nbr TIN Short Name Branch 307 ACTIVE 221 AVAIL BAL Current Bal Closing Bal ColI Bal Holds Pledges PF4-Hist 3594.05 Dt Opened 10/21/90 Dt Last Dr 00/00/00 Dt Last Cr 00/00/00 Dt Last Mnt 07/08/05 ----- MATURITY ------ Period M Incr 084 Annv Day 21 DIy Accr Unrdm Accr 1 Accrd Int Prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 04/21/2009 YTD Int PF5-Redisp PF12-Help PF14-S/H Inq 10/26/06 15:19:54 CURR BALANCES 3594.05 3594.05 3544.70 3594.05 0.00 0.00 - -- - - DRS / CRS 172-01-6146 WOLFE MARJORI Officer 307 Last Dr Last Cr Drs Tdy Crs Tdy '6jo.'-.\./a..c ~ '".:J PF1-Fwd ~ ~,,~. o o 0.00 8.38 0.00 0.00 INTEREST ---- 0.000000 1. 572842 1.57 465.22 94.47 httn:/ /retai 1 nortalltouchnoint/3 2 70/ emu13 2 7 0 .htm 10/26/2006 Page I of 1 Command ===> STI1 ACCOUNT INFORMATION Account 00006140882680 Ctl2 060 Ctl3 000 Ctl4 000 Ctl1 01 Prod Type 931 5 YEAR CD MARJORIE M WOLFE ZACHARY A WOLFE MESSIAH VILLAGE RM 23 BENTLEY PL CARLISLE PA 17013 NEW BALANCE Cust Nbr TIN Short Name Branch 307 ACTIVE 221 AVAIL BAL Current Bal Closing Bal ColI Bal Holds Pledges 3594.05 Dt Opened 10/21/90 Dt Last Dr 00/00/00 Dt Last Cr 00/00/00 Dt Last Mnt 07/08/05 ----- MATURITY ------ Period M Incr 084 Annv Day 21 DIy Accr Unrdm Accr 1 Accrd Int prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 04/21/2009 YTD Int PF5-Redisp PF12-Help PF14-S/H Inq 10/26/06 15:19:14 CURR BALANCES 3594.05 3594.05 3544.70 3594.05 0.00 0.00 ----- DRS / CRS 172-01-6146 WOLFE MARJORI Officer 307 Last Dr Last Cr Drs Tdy Crs Tdy '6 I &'-' I c.x.o (!l ~. ~ "('"""' PF1-Fwd PF4-Hist 9:.;,~ http://retailportal/touchpoint/3270/ emu13 270. htm o o 0.00 8.38 0.00 0.00 INTEREST ---- 0.000000 1.572842 1.57 465.22 94.47 10/26/2006 Page 1 of 1 Command ===> STl1 ACCOUNT INFORMATION Account 00006140712688 Ct12 060 Ct13 000 Ct14 000 Ctl1 01 Prod Type 312 12-14 MONTH CD 7256.03 99077804183 Dt Opened 04/11/97 172-01-6146 Dt Last Dr 00/00/00 WOLFE MARJORI Dt Last Cr 00/00/00 Officer 304 Dt Last Mnt 01/27/06 ----- MATURITY ------ Period M Incr .012 Annv Day 11 Dly Accr Unrdm Accr 1 Accrd Int prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 02/11/2007 YTD Int PF4-Hist PF5-Redisp PF12-Help PF14-S/H Ing MARJORIE M WOLFE TRUSTEE FOR DONNA AND DENNIS WOLFE 23 BENTLEY PL CARLISLE PA 17013 NEW BALANCE Cust Nbr TIN Short Name Branch 304 ACTIVE WOLFE cc'j64,./0i..D C1) -, ~O~." ~ PF1-Fwd AVAIL BAL Current Bal Closing Bal Coll Bal Holds Pledges 10/26/06 15:14:01 CURR BALANCES 7256.03 7256.03 7183.45 7256.03 0.00 0.00 ----- DRS / CRS Last Dr Last Cr Drs Tdy Crs Tdy o o 0.00 17.27 0.00 0.00 INTEREST ---- 0.828976 12.439566 12.44 197.52 232.88 http://retailportalltouchpoint/3270/emu13270.htm 10/26/2006 Page 1 of 1 Command ===> STI1 ACCOUNT INFORMATION Account 00006140741076 Ctl2 060 Ctl3 000 Ctl4 000 Ctl1 01 Prod Type 324 24-29 MONTH CD MARJORIE M WOLFE TRUSTEE FOR DENNIS AND DONNA WOLFE 23 BENTLEY PL CARLISLE PA 17013 NEW BALANCE Cust Nbr TIN Short Name Branch 306 ACTIVE WOLFE AVAIL BAL Current Bal Closing Bal ColI Bal Holds Pledges PF1-Fwd 7089.74 99161845733 Dt Opened 06/10/99 172-01-6146 Dt Last Dr 00/00/00 WOLFE MARJORI Dt Last Cr 00/00/00 Officer 306 Dt Last Mnt 01/27/06 ----- MATURITY ------ Period M Incr 024 Annv Day 10 DIy Accr Unrdm Accr 1 Accrd Int prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 05/10/2008 YTD Int PF4-Hist PF5-Redisp PF12-Help PF14-S/H Inq 10/26/06 15:15:13 CURR BALANCES 7089.74 7089.74 6954.58 7089.74 0.00 0.00 -- - -- DRS / CRS Last Dr Last Cr Drs Tdy Crs Tdy ('"6 i ,.:-).. ~ J C:(c.l ,j) '\.. , D \..:.\ ~ .'-\.. \ o o 0.00 16.94 0.00 0.00 INTEREST ---- 0.763361 12.215904 12.22 115.65 200.42 http://retailportal/touchpoint/3270/ emu13 2 70 .htm 10/26/2006 Page I of I Command ===> STl1 ACCOUNT INFORMATION Account 00006140741084 Ct12 060 Ct13 000 Ct14 000 Ctl1 01 Prod Type 324 24-29 MONTH CD MARJORIE M WOLFE TRUSTEE FOR DENNIS AND DONNA WOLFE 100 MT ALLEN DR MECHANICSBURG PA NEW BALANCE Cust Nbr TIN Short Name Branch 306 ACTIVE WOLFE AVAIL BAL Current Bal Closing Bal ColI Bal Holds Pledges 17055-6171 7089.74 99161845733 Dt Opened 06/10/99 172-01-6146 Dt Last Dr 00/00/00 WOLFE MARJORI Dt Last Cr 00/00/00 Officer 306 Dt Last Mnt 01/27/06 ----- MATURITY ------ Period M Incr 024 Annv Day 10 DIy Accr Unrdm Accr 1 Accrd Int Prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 05/10/2008 YTD Int PF4-Hist PF5-Redisp PF12-Help PF14-S/H Inq t.> 1 c::>-'-\ ) Ow (Sl ", " u"-' :~'-\ \. PF1-Fwd 10/26/06 15:16:13 CURR BALANCES 7089.74 7089.74 6954.58 7089.74 0.00 0.00 - -- -- DRS / CRS Last Dr Last Cr Drs Tdy Crs Tdy o o 0.00 16.94 0.00 0.00 INTEREST ---- 0.763361 12.215904 12.22 115.65 200.42 http://retailportalltouchpoint/3270/ emu13 2 70. htm 10/26/2006 Page 1 of 1 Command ===> STIl ACCOUNT INFORMATION Account 00006140741092 Ctl2 060 Ctl3 000 Ct14 000 Ctll 01 Prod Type 324 24-29 MONTH CD MARJORIE M WOLFE TRUSTEE FOR DENNIS AND DONNA WOLFE 23 BENTLEY PL CARLISLE PA 17013 NEW BALANCE Cust Nbr TIN Short Name Branch 306 ACTIVE WOLFE AVAIL BAL Current Bal Closing Bal ColI Bal Holds Pledges PFI-Fwd 7089.74 99161845733 Dt Opened 06/10/99 172-01-6146 Dt Last Dr 00/00/00 WOLFE MARJORI Dt Last Cr 00/00/00 Officer 306 Dt Last Mnt 01/27/06 ----- MATURITY ------ Period M Incr 024 Annv Day 10 DIy Accr Unrdm Accr 1 Accrd Int prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 05/10/2008 YTD Int PF4-Hist PF5-Redisp PF12-Help PFI4-S/H Inq 10/26/06 15:17:13 CURR BALANCES 7089.74 7089.74 6954.58 7089.74 0.00 0.00 - -- -- DRS / CRS Last Dr Last Cr Drs Tdy Crs Tdy '0 i &~ J C:J.D L\) I'\... , D '""\. ~ ' '14.. \ o o 0.00 16.94 0.00 0.00 INTEREST ---- 0.763361 12.215904 12.22 115.65 200.42 http://retailportal/touchooint/3270/ emu13 2 70 .htm I O/?n/?OOn Page 1 of 1 Command ===> STI1 ACCOUNT INFORMATION Account 00006140741106 Ct12 060 Ct13 000 Ct14 000 Ctl1 01 Prod Type 324 24-29 MONTH CD 7089.74 99161845733 Dt Opened 06/10/99 172-01-6146 Dt Last Dr 00/00/00 ITF MARJORIE Dt Last Cr 00/00/00 Officer 306 Dt Last Mnt 01/27/06 ----- MATURITY ------ Period M Incr 024 Annv Day 10 Dly Accr Unrdm Accr 1 Accrd Int Prin Dist 0 proj Accrd Auto Renew 2 Redep Int Nxt Mat Dt 05/10/2008 YTD Int PF4-Hist PF5-Redisp PF12-Help PF14-S/H Inq MARJORIE M WOLFE ITF DENNIS WOLFE AND 23 BENTLEY PL CARLISLE PA 17013 NEW BALANCE Cust Nbr TIN Short Name Branch 306 ACTIVE 'C.I a.\...>., 10<.0 6::> '\-.. 0 0"-\ ~ Ow.. \ PF1-Fwd AVAIL BAL Current Bal Closing Bal Coll Bal Holds Pledges 10/26/06 15:20:44 CURR BALANCES 7089.74 7089.74 6954.58 7089.74 0.00 0.00 hh_ DRS / CRS Last Dr Last Cr Drs Tdy Crs Tdy o o 0.00 16.94 0.00 0.00 INTEREST ---- 0.763361 12.215904 12.22 115.65 200.42 http://retailportal/touchpoint/3270/ emu13 2 70 .htm 10/26/2006 STATEMENT w. ~:TCmmd FUNERAL HOME, INC. 2001 Market Street Air Conditioned Telephone (717) 238-2502 HARRISBURG, PENNSYLVANIA 17103 Parking Facilities ", i fl e.: ttl~{,L ' ,l ,,~, ,,) -;; / i::'. ::["<_+:-.-._ ,,/.;,. ('/-;" '~,,<'., j ,.. --J. ,,;/,0" ~l ') L.-t / ,r;l" r 'l~ ~:... - -;.; ~'/;'r.._':'-jl,. ') ~-( "~...' .,', i '" I I ! ,d. :; .~.._~ /L~ A-,' / LL~~ I' " i._,~,... ~, /i It I. QNIlSM M.".M" ~ SELECTED .DRTlCIAM$ 32 SOUTH BEDFORD STREET CARLISLE, P A 17013 September 22, 2006 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication oflegal notices. TO: Nathan C. Wolf, ESQUIRE Marjorie M. Wolfe, ESTATE RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. --------------------------------------------------------- ---------------------------------------------------- Advertisement inserted on the following dates: September 8, 15, & 22, 2006 Advertising Cost Second Proof Request 75.00 $ 0.00 $ 0.00 $ 0.00 ------------- $ 75.00 Proof of Publication Payment received Total Amount Due 1902 WOLF & WOLF AlTORNEYS AT LAW 10 WEST HIGH STREET CARLISLE, PA 17013 (717) 241-4436 SOVEREIGN BANK 60-7269-2313 10/11/2006 PAY TO THE ORDER OF: Cumberland Law Journal $ **75.00 ~ Seven ty- Fi ve and 00/1 00************************************************************************************************ DOLLARS Cumberland Law Journal 11100 I. gO 2111 I: 2 31 It 31 ? 2 b 9 1.1: M' MEMO Estate Advertising expense DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT . J~~5xE1~Jlli~L~i:EL~f~7~13 Est. of M. Wolfe er . . AD NUMBER ClASSO START DATE STOP DATE 314320 PUBLIC NOTICES 09/12/06 09/26/06 AD DESCRIPTION BilLING DATE TELEPHONE NUMBER EXECUTOR'S NOTICE LETTERS TESTAMEN 09/27/06 717-241-4436 GROSS AMOUNT OF 190.57 DUE AFTER 10/27/06 TOTAL AMOUNT DUE 158.81 ENTER AMOUNT ENCLOSED r)'~l ?:'i ji -I;) - (if NATHAN C. WOLF ATTORNEY AT LAW 10 W. HIGH ST. CARLISLE, PA 17013 111.11111.111"1111111111.1..1.1 20200000003143200000000000000001905700000158814 1904 WOLF & WOLF ATTORNEYS AT LAW 10 WEST HIGH STREET CARLISLE, PA 17013 (717) 241-4436 SOVEREIGN BANK 60-7269-2313 IO/lI/2()()6 PAY TO THE The Sentinel ORDER OF. ., /100************************************************************************************** One Hundred Fifty-Eight and 81 $ **158.81 f DOLLARS The Sentinel Ad Number 314320 III 0 0 . ~ 0 ~ 118 I: 2 ~ . ~ 7 2 b ~ .1: M' MEMO CAPITAL AREA HEALTH ASSOCIATES 100 MOUNT ALLEN DRIVE MECHANICSBURG, PA 17055-6100 86. 321~ *******AUTO**3-DIGIT 170 25491 DENNIS /DONNA WOLFE 23 BENTLY PLACE CARLISLE PA 17013-4425 1'11111111111'1111.111111..1111.1111111.111.1'1.1111111.11.111 38 76 CAPITAL AREA HEALTH ASSOCIATES 100 MOUNT ALLEN DRIVE MECHANICSBURG, PA 17055-6100 RETURN TOP 'P,ORTION · RETAIN LOWER . Date -M-ESSAG-ESEipLAINED---.---BELOW----~-----~---c-c----------------~--~---~------~---~-~------~---~------------------------~---------- mmlmJ 1I'm!mI~Bll!rD~ ::):~~~1)~~~~~~~Y.~~R2~)~R)~)~~~iR12~I){*~ilti~E~9.~*e~)ti2~~~~~11~il)1){)*~6*11-)~~9.~9.)~~~~~)~~~~~::: .......\ ,~..., ".. ..,;~ .. i" ," ..... .... " 11. ,.. .... .... .... ........ .. .. ..,..,..........;~........,.. F, .. .. .... ;,7c: .... ,.. ,.... .... .............................. 7~ .... .... .....oil; .. 'i" ........ ....." .................. ...........".... .................."........ Insurance Charges pending to Pry: 1081.00 Ins Pay/Adj against Ins pending 495.50 -167.78 417.72 01/02/06 1 2 E OFFICE VISIT EST LEVEL 3 99213 682.6 63.00 03/28/06 Medic DEDUCT Payment 0.00 03/28/06 Accept Assign Adj. -13.11 49.89>'< 01/17106 1 2 E OFFICE VISIT EST LEVEL 2 99212 682.6 48.00 03/29/06 Medic DEDUCT Payment 0.00 03/29/06 Accept Assign Adj. -11.57 36. 43 )'< IIAKE ;HECK 'AYABLETO: E-This CAPITAL AREA HEALTH ASSOCIATES 100 MOUNT ALLEN DRIVE MECHANICSBURG, PA 17055-6100 PATII I-MARJORIE M WOLFE PRV# 2-WEBER, JENNIFER E, D.O. ~ 86.32>'< Ph: (717)-790-8232 Acctll: 213 Date: 08/22/06 Page 1 of 1 ~. d"'. ~ COMMONWEALTH OF PENNSYLVANIA STATE EMPLOYEES' RETIREMENT SYSTEM HARRISBURG REGIONAL COUNSELING CENTER 30 NORTH THIRD STREET, ROOM 319 HARRISBURG, PA 17101 TELEPHONE: (717) 783-9065 FAX: (717) 783-9599 TOLLFREE: 1-800-633-5461 www.sers.state.pa.us September 21, 2006 Estate of Marjorie Wolfe C/O Dennis Wolfe 23 Bentley Place Carlisle P A 17013 Dear Mr. Wolfe: Invoice # 16549 RE: SS#: Marjorie Wolfe 172-01-6146 We have recently been informed of the death of Marjorie Wolfe, a retired member of this System. We wish to extend our condolences to you at this time. Since Ms. Wolfe died 8/24/06 and the August check was not returned to our office, this account has been overpaid in the amount of$79.65 for the period from 8/25/06 - 8/30/06. It will therefore be necessary for our office to be reimbursed for $79.65 to liquidate this overpayment. The reimbursement should be made payable to The State Employes' Retirement System, and mailed with the enclosed copy of this letter to the address shown above. We also need a certified copy or an original death certificate for our file. Upon receipt ofthe reimbursement, this account will be closed. There are no further benefits to be paid from this System. Should you have any questions concerning this matter, please do not hesitate to contact me at the above address or by telephone at (717) 783-9065 or 1-800-633-5461. Th:mk vou for vour cooperation. -.sr- ""FL /b ~>L-'""," ;"1r1Il"JiJ,u", '. h<h~ C~, P lC ,,-/ -f:T r",.t?> ~, , .. ~/v v-JJ'-~-t7 J>'J;I I )'./,.} 040(.0 TfIJ;:(/It!J ~ CttJ1/IP Ml Y::3 ~IIDER OF ""(....I. ~'''''1>'-Ik'''' 4~ .Sovereign B w sovereignbank:com ". ........ ,~t&o f7L-IJI~ c'/1 t '. ': 2 l " l ? 2 b 11 .': 60..7269/2313 105 ~ Assistant ~ling Center =::~r."-u" ~""~ /. ~. .b?O??5?~O.05 ~. ,- ..:W ~essiahS ~~I~L-~<3re=: 100 MOUNT ALLEN DRIVE, MECHANICSBURG, PA 17055 Form PB-Ol DENNIS & DONNA WOLFE 23 BENTLY PLACE CARLISLE, P A 17013 QUESTIONS? CALL: (717) 697-4666 RESIDENT# I UNIT STMT. DATE 60106 I 069W 08/31/2006 RES I DENT(S) . Mrs. MARJORIE M. WOLFE .. TOT ALAMOUNT DUE $26.00 DATE DUE . 09/30/2006 $ DATE DESCRIPTION RATE DAYSI CHARGES CREDITS BALANCE UNITS. Balance Forward 1,102.36 08/15/06 PAYMENT RECEIVED - THANK YOU!!! 1,102.36 0.00 *** Nursin~ Care *** 08/09/06 BARBERffiEAUTYSHOP 13.00 1.00 13.00 13.00 . SHAMPOO/SET 08/23/06 BARBERffiEAUTYSHOP 13.00 1.00 13.00 26.00 SHAMPOO/SET o ~ ~ ~ ~ ~ ~ t:'57;. 01'1:: fVW!r{J'(J(/c, Wl1 '-F6 10 . We~T' f..kC.H ST CI.J R..l...l.$L-t$ .. f4 I/O I) "1/, - V-/ 1- 1..f4..l3(, 60-7269/2313 104 ftE M .: 2:l ~ 3 7 21; q ~.: SCENlCAIM;R/C.WA RESIDENT # 60106 CURRENT 26.00 OVER 30 0.00 OVER 60 0.00 OVER 90 0.00 OVER 120 0.00 TOTAL AMOUNT DUE $26.00 RESIDENT NAME Mrs. MARJORIE M. WOLFE A I % finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you! Form PB-Ol N/A lfyou have any questions or concerns about your bill, please address them directly to Fiscal Services at 790-8220. Thank You!