HomeMy WebLinkAbout06-11-07 (2)
. REV.i500 ~ + (8-00)
*'
I OFFICIAL USE ONLY
I FILE NUMBER
III
. COUNTY CODE YEAR
--~CURITYNUMBER
L 159-24-8904
I THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
I REGISTER OF WILLS
___~l_~OCIAl SECU~I:NUMBER
D 3. Remainder Retum (date of death prior to 12-13-82)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601 ~
HARRISBURG, PA 17128-0601
DECEDENrS NAME (LAST. FIRST, AND MIDDLE INITIAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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Wolf, Glenn E.
D~T~:~ :;H~~M;D-YEAR)~=rDA~E~~~;I:~H1(;~~~=-YEAR)-
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
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2. Supplemental Return
07
00087
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[!J 1. Original Return
D 4. limited Estate
[!J 6. Decedent Died Testate (Attach
copy of Will)
D 9. litigation Proceeds Received
NUMBER
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a living Trust (Attach
copy of Trust)
10 Soousal PovertY Credit (date of death between
. 12-31-91 and 1-1-(5)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
NAME
David J. Lenox
FIRM NAME (II applicable)
The Wiley Group, PC
TELEPHONE NUMBER
717-432-9666
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAILING ADDRESS
130 W. Church Street
Dillsburg, PA 17019
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
OFFICIAL USE ONLY
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0:
172,366.78
.'-'-'--'-~--~-"-'------
4,193.48
None
r+ "
:":~. ~cl
None
9,621.16
- ----------------
11,133.46
None
(8)
1&J,314.88
(9)
(10)
24,155.67
648.07
(11)
(12)
24,803.74
172,511.14
(13)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
Copyright 2002 form software only The Lackner Group, Inc.
0.00
172,511.14
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
16.Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
120.0
0.00
x .00 (15)
0.00
11,133.46
x .045 (16)
501.01
0.00
161,377.68
x .12 (17)
x .15 (18)
(19)
0.00
24,20i6.65
24,707.66
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Form REV-1500 EX (Rev. 6-00:
Decedent's Complete Address:
STREET ADDRESS
125 Simmons Road, Mechanicsburg
CITY Mechanicsburg
STATE P A
ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
24,707.66
0.00
Total Credits (A + B + C)
(2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
24,707.66
24,707.66
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 [!J
b. retain the right to designate who shall use the property transferred or its income;.................................... D [!J
c. retain a reversionary interest; or.................................................................................................................. D [!J
d. receive the promise for life of either payments, benefits or care?.............................................................. D [!J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.... .................... .............................................................................................. D [!J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?................................................................................................................... .. D [!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peljury, I deClare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, n is true, correct and
complete. Declaration of preparer other than the personal reJl~ntativ! is based on a~Unfonn~io~which jlI'llp~rlll' has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Howard L. Kr tse u
/
DATE
1057 S. Mountain Rd.
DiIIsburg, PA 17019
130 W. Church Street
DiIIsburg, PA 17019
---------(11) 0"
~
-l4~
1
ING RETURN
ADDRESS
1057 S. Mountain Rd.
DiIIsburg, PA 17019
liE
ADDRESS
For dates of death on or after July ,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 3% [72 P.S. ~9116 (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 0%
[72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exemot 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 0% [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 4.5%, except as noted in 72 P .5.
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 12% [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.
funsl Will mt.aQ[e51nm~nt
OF
GLENN E. WOLF
BE IT REMEMBERED, that I, GLENN E. WOLF, of 125 Simmons Road,
Mechanicsburg, Cumberland County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making null and void any and all Wills and Testaments and writings
in the nature thereof made by me at any time heretofore.
ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after
my demise as may be convenient.
ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and
wheresoever situate, whether it be real, personal or mixed, including property over which
I have a power of appointment, I give, devise and bequeath unto HOWARD L.
KRITSCHGAU and CANDICE E. KRITSCHGAU, in equal shares, per capita.
ITEM 3: In the event that HOWARD L. KRITSCHGAU and CANDICE E.
KRITSCHGAU both predecease me, I then give my entire residuary estate unto
CROSSROADS BIBLE CHURCH, of 1022 York Road, Dillsburg, Pennsylvania.
ITEM 4: I direct my hereinafter named Co-Executors to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise passing by reason of my demise,
may be subject and to charge such taxes against my residuary estate, it being my intention
that none of the aforesaid taxes, either federal or state, on any property required to be
included in my gross estate, under the provisions of any state or federal law now in force
or hereafter enacted, shall be prorated among the persons interested in my estate to whom
such property is or may be transferred or to whom any benefit accrues.
ITEM 5: I appoint HOWARD L. KRlTSCHGAU AND CANDICE E.
KRITSCHGAU as Co-Executors of this my Last Will and Testament.
ITEM 6: I direct that my Co-Executors or their successor shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
1
ITEM 7: My Personal Representatives shall have the following powers in addition
to those vested in them by Law and by other provisions of this, my Last Will and
Testament, exercisable without court approval, and effective until
distribution of all property:
1. To retain any or all of the assets of my estate, real or personal,
without restriction to investments authorized for Pennsylvania
fiduciaries, as they from time to time may deem proper, without
regard to any principal of diversification or risk.
2. To invest in all forms of property without restriction to investments
authorized for Pennsylvania fiduciaries, as they from time to time
may deem proper, without regard to any principal of diversification
or risk.
3. To sell at public or private sale, to exchange, or to lease for any
period of time, any real or personal property and to give options for
sales, exchanges or leases, for such prices and upon such terms or
conditions as they from time to time may deem proper.
4. To allocate receipts and expenses to principal or income or partly to
each as they from time to time may deem proper.
5. To borrow money from persons or institutions, themselves included,
and to mortgage or pledge any or all real or personal property as they
in their sole discretion shall choose, without regard to the dispositive
provisions of this instrument.
6. To compromise any claim or controversy asserted by or against my
estate or trust estate.
7. To make distribution in cash or in kind or partly in cash and partly
in kind, and in such manner as they may determine, and at
valuations finally to be fixed by them.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 22nd day
of January, 2004.
~s~
~e'~
GLENN E. WOLF
(SEAL)
~~~Lfu ~(r-
2
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF YORK
We, GLENN E. WOLF, DAVID J. LENOX, ESQillRE and LINDSAY M.
STRATHMEYER, the Testator and the witnesses respectively, whose names are signed
to the attached or foregoing instrument, being fIrst duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as his Last Will
and Testament and that he had signed willingly (or willingly directed another to sign for
him), and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testator,
signed this Last Will and Testament as witness and that to the best of their knowledge the
Testator was at the time eighteen (18) years of age or older, of sound mind and under no
constraint or undue influence. ~ ~
('~
VEW~
1-.. (/<rr---L
WITNESS / ~
~~'-1t1l~~~
Sworn to and subscribed
before me this 22nd day of
January, 2004.
~JUL1 /J1I~ tu)
NOTARY PUBLIC
MY COMMISSION EXPIRES:
-- Notarial Seal .
S. Dawn Gladfelter, Notary Public
DiIIsburg Bora, York County
My Commission Expires May 17,2005
Member. pennsylVania ASSOCiation 01 Notaries
3
Rev.1502 eX+ (6.98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wolf, Glenn E.
FILE NUMBER
21-07 -00087
ESTATE OF
All nel property owned solely or es e tenent In common must be reported et felr melket nlue. Fair mar1<et value is defined as the pfice at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Reel property which Is Jolntly-owned with right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Sale of real estate situate at 125 Simmons Road, Mechanicsburg, PA:
VALUE AT DATE
OF DEATH
172.000.00
2 Tax proration due estate from sale of real estate:
366.78
TOTAL (Also enter on Line 1, Recapitulation)
172.366.78
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule A (Rev. 6-98)
OMS NO
~
,2502-0265 ..r
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.oFHA 2.0FmHA 3. ~CONV. UNINS. 4.0 VA 5. OCONV. INS.
6. FILE NUMBER: T7. LOAN NUMBER:
SETTLEMENT STATEMENT MYE90-07 1855065221
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is fUr;'ished}o give you a statement of actuai settfement costs. Amounts paid to and by the settfement agent are shown.
Items marked [POC] were paid outSide the closmg; they are shown here for mformational purposes and are not included in the totals.
1.0 3196 (MYE90.07.PFO/MYE90-07/7)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
ROBIN L. MYERS and ESTATE OF GLENN E. WOLF NORTHWEST SAVINGS BANK
DEBORAH A. MYERS 125 SIMMONS ROAD 108 LIBERTY STREET
265 NORTH KING STREET MECHANICSBURG, PA 17055 WARREN, PA 16365
ANNVILLE, PA 17003
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
125 SIMMONS ROAD DAVID J. LENOX ESQ.
MECHANICSBURG, PA 17055 May 31,2007
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
130 WEST CHURCH STREET
DILLSBURG, PA 17019
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100, GROSS AMOUNT DUE FROM BORROWER: 400, GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 172,000.00 401. Contract Saies Price 172,000.00
102. Personal Prooerty 402. Personal Prooerty
103. Settlement Charges to Borrower lLine 1400) 3,560.67 403.
104. 404.
105. 405.
Adiustments For Items Paid BV Seller in advance Adjustments For Items Paid Bv Seller in advance
106. Cltvrrown Taxes 05/31/07 to 01/01/08 193.51 406. Citvrrown Taxes 05/31/07 to 01/01/08 193.51
107. County Taxes to 407. County Taxes to
108. SCHOOL TAX 05/31/07 to 07/01/07 100.03 408. SCHOOL TAX 05/31/07 to 07/01/07 100.03
109. SEWER APRIL.JUNE 05/31/07 to 07/01/07 73.24 409, SEWER APRIL.JUNE 05/31/07 to 07/01/07 73.24
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 175,927.45 420. GROSS AMOUNT DUE TO SELLER 172,366.78
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosit or earnest money 17 ,200.00 501. Excess Deoosit ISee Instructions
202. Princioal Amount ot New Loan(sf 96,500.00 502. Settlement Charoes to Seller lLine 1400) 3,941.70
203. Existinn loan s) taken sub'ect to 503. Existina loanls) taken subiect to
204. 504. Payoff of first Mortgage
205. 505. Payoff of second Mort aae
206. 506.
207. 507.(Deoosit disb. as oroceeds)
208. 508.
209. 509.
Ad/ustments For Items Unpaid By Seller Ad/ustments For Items Unpaid Bv Seller
210. Citvrr own Taxes to 510. Cityrrown Taxes to
211. CountvTaxes to 511. CountvTaxes to
212. SCHOOL TAX to 512. SCHOOL TAX to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 113,700.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 3,941.70
300, CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower tLine 120\ 175,927.45 601. Gross Amount Due To Seller lLine 4201 172,366.78
302. Less Amount Paid By/For Borrower(Line 220) ( 113,700.00) 602. Less Reductions Due Seller (Line 520) ( 3,941.70
303. CASH ( X FROM) ( TO) BORROWER 62,227.45 603. CASH ( X TO) ( FROM) SELLER 168,425.08
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
I HAVE CAREFULLY REVIEWED THE HUD.1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND
ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY
THAT I HAVE RECEIVED A COPY Ol!}'E HUD. SETTLEMENT STATEMENT. a~ t? ~
Borrower ~ 0" , Seller rru~
R BIN .MYERS E TATEOFGL~NNt'W~~ ~
~f/7Y)AtA. {l. -yyu~ ~ ./e: /l~
o ORAH A. MYERS (J P" .-
TO THE BEST OF M EDGE, HUD-1 TTLEMENT ST EMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE
FUNDS WHICH WE E ECEI DOVE N OR WILL B ISBURSED BY THE UNDERSIGNED AS PART OF THE SETTLEMeNT OF THIS
TRANSACTION.
SE ME T OF ICE
Settlement gent
WARNING: IT IS A CRIME TO KNO INGL MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010.
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ (cj) % PAID FROM PAID FROM
Division o( Commission line 700) as Follows; BORROWER'S SELLER'S
701. $ to FUNDS AT FUNDS AT
702. $ to SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement
704. TRANSACTION FEE to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Orioination Fee % to
802. Loan Discount % to
803. Appraisal Fee to NORTHWEST SAVINGS BANK POCB 325 -275.od
804. Credit Report to CBC iNNOVIS POCB 11.90 1.od
805. Lender's Inspection Fee to
806. Mortaaoe Ins. ADD. Fee to
807. Assumption Fee to
808. FLOOD DETERMINATION FEE($0-$9) FIS FLOOD SERVICES POCB 7.50
809. LOAN PROCESSING FEE to NORTHWEST SAVINGS BANK 350.00
810. TAX SERVICE FEE to LAND AMERICA 45.00
811. APPLICATION FEE NORTHWEST SAVINGS BANK POCB 50.00
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 05/31/07 to 06/01/07 @ $ 16.420000/day ( 1 days '!o) 16.42
902. Mortoaae Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 vears to ERIE INSURANCE POCB 302.00
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months $ oer month
1002. Mortaaae Insurance months $ oer month
1003. Citv/Town Taxes months $ Der month
1004. Countv Taxes months $ Der month
1005. SCHOOL TAX months @ $ per month
1006. months (cj) $ oer month
1007. months @ $ per month
1008. AGGREGATE ESCROW ADJUSTMEI months lal $ ner month
1100. TITLE CHARGES
1101. Settlement or Closina Fee to
1102. CLOSING PROTECTION LETTER ta FIRST AMERICAN TITLE INSURANCE COMPANY 35.00
1103. Tille Examination to
1104. TITLE SEARCH to TRI-COUNTY ABSTRACT SERVICE 125.00
1105. Document Preoaration to
1106. Notarv Fees to CASH 15.00 8.00
1107. Attomey's Fees to DAVID J. LENOX ESQ. 668.25
includes above item numbers:
1108. Titte Insurance to TRI-COUNTY ABSTRACT SERVICE AGENT 550-:50
lincludes above item numbers: )
11 09. Lende~s Caverage $ 96,500.00 106181170
1110. Owne(s Coverage $ 172,000.00 550.50 106230066
1111. ENDORSEMENTS 100 300 8.1 to TRI-COUNTY ABSTRACT SERVICE 150.00
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 64.50: Releases $ 103.00
1202. Citv/Cauntv Tax/Stamos: Deed 1,720.00' Mort aae 1,720.00
1203. State Tax/Stamos: Revenue Stamos 1,720.00: Mortqaqe 1,720.00
1204. ELECTRONIC DOCUMENT RETREIVAL to TRI-COUNTY ABSTRACT SERVICE 25.00
1205. OVERNIGHT/COURIER FEES to TRI-COUNTY ABSTRACT SERVICE 14.50
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev to
1302. Pestlnsoection to
1303. TAX CERTIFICATION FEE to TRI-COUNTY ABSTRACT SERVICE RE-IMBURSEMENT 6.00
1304. WIRE FEE to DAVID J. LENOX ESQ. 17.00
1305. See addit'l disb. exhibit to 2,207.70
1400. TOTAL SETTLEMENT CHARGES IEnter on Lines 103, Section J and 502, Section Kl 3,560.67 3.941.70
Page 2
By slgnlng page 1 of Ihls statement, the signatories acknowledge receipt of a completed copy of page 2 of thIS two page statement.
SETTLEMENT OFFICER
Settlement Agent
Certified to be a true copy.
( MYE90.07 I MYE90.07 I 7 )
ADDITIONAL DISBURSEMENTS EXHIBIT ,
Borrower: ROBIN L. MYERS and DEBORAH A. MYERS
Seller: ESTATE OF GLENN E. WOLF
Lender: NORTHWEST SAVINGS BANK
Settlement Agent: DAVID J. LENOX ESQ.
(717)761-8870
Place of Settlement: 130 WEST CHURCH STREET
DILLSBURG, PA 17019
Settlement Date: May 31, 2007
Property Location: 125 SIMMONS ROAD
MECHANICSBURG, PA 17055
CUMBERLAND County, Pennsylvania
PAYEE/DESCRIPTION
NOTE/REF NO
BORROWER
SELLER
HARDY AUCTION SERVICE
AUCTION FEES
MONROE TOWNSHIP
SEWER APRIL - JUNE
1,992.70
215.00
AC# 1321
Total Additional Disbursements shown on line 1305
$
0.00
$
2,207.70
(MYE90-07.PFD/MYE90-07/7)
Rev-1503 EX+ (6.98)
.
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-07 -00087
ESTATE OF
Wolf, Glenn E.
All property JolnUy-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Prudential Financial Stock: 95.3063636 4.193.48
TOTAL (Also enter on Line 2, Recapitulation) . 4.193.48
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule B (Rev. 6-98)
Rev-1608 eX+ (6-88)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wolf, Glenn E.
FILE NUMBER
21-07 -00087
ESTATE OF
Include the proceeds of Ittigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must be dlsc:losed on sc:hedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 AT&T (refund): 5.01
2 Auto Insurance (refund): 97.50
3 Bankers Life (refund): 656.83
4 Comcast Cable (refund): 32.83
5 Federal Income Tax (refund): 1.785.00
6 Haar's Inc. (sale of personal property): 3.647.75
7 The Patriot News (refund): 6.24
8 1995 Ford Bronco: 2.050.00
9 1995 Ford Truck: 1.340.00
TOTAL (Also enter on Line 5. Recapitulation)
9.621.16
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
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8294
HAAR'S, INC.
185 LOGAN ROAD
DILLSBURG. PA 17019
(717) 432-8246
a Citizens Bank
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Kelley Blue Book - Trade-In Pricing Report - Ford, F150
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REV1EWS 8. RATlNGS
1995 Ford F150 Long Bed
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BLUE BOOK~ TRAOE~IN VALUE < '.')HAT'S .Hln
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$1,340
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Mileage:
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Kelley Blue Book - Trade-In Pricing Report - Ford, Bronco
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1995 Ford Bronco Sport Utility 20
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BLUE BOOKttI TRADE-IN VALUE <: >)}KAT', TK1P
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2,690
$2,050
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Mileage:
Engine:
Transmission:
Drivetrain:
130,000
V8 5.0 Liter
Automatic
4WD
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Rev-1509 EX+ (6-98)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wolf, Glenn E.
FILE NUMBER
21-07-00087
ESTATE OF
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
A. Cheryl C. Lowery
ADDRESS
RELATIONSHIP TO DECEDENT
Daughter
B.
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY "10 OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENrSINTEREST
JOINTLY-HELD REAL ESTATE.
1 A 11/9/1992 PNC Checking Account #5140453012: 22.266.92 50.000% 11.133.46
TOTAL (Also enter on Line 6, Recapitulation) 11.133.46
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
FEB-20-2007 21:28
PNCBANK
412 768 3458
P.01/01
o PNCBAN<
February 21,2007
S- Dawn Gladfelter
130 W. Church Street, Suite 100
Dillsburg, PA 17019
RE: Estate of Glenn E. Wolf, deceased
SSN: 159-24-8904
DOD: 1/19/2007
Dear Ms. Gladfelter:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
Account#514Q453012
Established 11/09/1992
GLENN E WOLF
CHERYL C LOWERY
DOD balance: $22,265.42 + $1.50 accrued interest
Please note that this office only provides date of death balances for deposit accounts
(mAs, CDs, Checking and Savings accounts). We do not process any rwandal
transactions or provide statements. rfyou need assistance with any of these items,
please call 1~888"PNCwBANK (I-888~762-2265) or stop by your local PNC Bank branch
office. .
Sincerely,
~!JJifh--
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Member FDIC
TOTAL P.01
REV.1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wolf, Glenn E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07 -00087
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 9,005.62
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees The Wiley Group, PC 9,865.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 338.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 4,947.05
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 24,1!55.67
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule H (Rev. 6-98)
Rev-1H2 EX+ (6-88)
.
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wolf, Glenn E.
FILE NUMBER
21-07 -00087
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Hollinger Funeral Home:
9.005.62
Subtotal
9.005.62
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rey.ft02 n'+ (8-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEAl. TH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wolf, Glenn E.
FILE NUMBER
21-07 -00087
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
1 Additional Short Certificates: 20.00
2 Estate Advertising: 183.00
3 Mary Murray (real estate taxes): 321.95
4 Nationwide Insurance (homeowners): 302.00
5 Real Estate Sale - Closing costs: 3.941.70
6 Sewer pump parts: 100.00
7 Vital Records (death certificates): 52.00
8 Waste Management: 26.40
Subtotal
4.947.05
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule H-B7 (Rev. 6-98)
Rev.11012 a+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEAl. TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wolf, Glenn E.
FILE NUMBER
21-07 -00087
ESTATE OF
Include unrelmbursed medical axpen.....
ITEM
NUMBER DESCRIPTION
1 Met-Ed (electric):
VALUE AT DATE
OF DEATH
74.78
2 Met-Ed (final bill):
17.00
3 Monroe Township (sewer):
215.00
4 Susquehanna Oil:
307.20
5 Verizon:
34.09
TOTAL (Also enter on Line 10, Recapitulation)
648.07
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule I (Rev. 6-98)
ME\f....13 E1.:+ (9-410)
*'
SCHEDULE ~
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolf, Glenn E. 21-07 -00087
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trustee/s)
I. TAXABLE DISTRIBUTIONS [include outright sp,ousal
Clistributionsg and ransfers
under Sec. 116(a)(1.2)J
1 Candice E. Kritschgau Friend one-half of
1157 S. Mountain Rd. residuary
Dillsburg, PA 17019 estate
2 Howard L. Kritschgau Friend one-half of
1157 S. Mountain Rd. residuary
Dillsburg, PA 17019 estate
3 Cheryl C. Lowery Daughter 11,133.46
1248 York Road
Mechanicsburg, PA 17055
Total 11,133.46
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
jan M. Wiley
David j. Lenox
Timothy j. Colgan
Christopher j. Marzzacco
June 8, 2007
THE WILEY GROUP
Attomeys at La~
Wiley, Lenox, Colgan & Marzzacco, P.c.
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
In Re: Estate of Glenn E. Wolf, deceased
File Number 21-07-00087
Dear Register:
David E. ershey
Thomas . Clark
Angelica . Revelant
Paul j. K atch
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$24,707.66 representing the tax due, and a check in the amount of $30.00 representing the filing
fee.
Please return the recording receipts to my attention in the enclosed envelope.
Thank you for your cooperation.
Dawn GladfelterlLegal Assistant
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BOW. Church Street, Suite 100. Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 · Fax: (717) 42-0426
Offices in Harrisburg · York · Carbondale .
www.wiley4u.com
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