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Home My WebLink About04-0009 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Edna W. Wolford No. ~-~/-<5~zz'-~ also known as To' Register of Wills for thg ,, · Deceased. County of ~t ~ ,~,-/a~:~ m the Soctal Security No. 1 7 ?-01 .'t 3 ?':l' Commonwealth o f Pennsylvania The petition of the undersigned respectfully represents that: Your petmoner(s), who is/are 18 years of age or older an the execut or named in the last will of the above decedent, dated March 12. 2002 and codicil(s) dated ' (state relevant clrcmnstances, · g renunclauon, death of execlitor, etc ) Decendent was domiciled at death in Cumberland . Co, unty, Pennsylvania, vath h er last family or principal residence at 800 Darla Road, meeoanicsburg, PA 17055 (list street, number and munclpahty) ~o,-, ,~q ~ o~ ,'~'e~t~c~: Decendent, then -~_ years of age, died December 31, 2003 at Except as follows, decede~{t did not marry, was not chvorced and d~d not have a child born or adopte~ after execution of the wall off~re~d for probate, was not the victim of a killing and was never adjudicated incompetent: Decende~t at death ~ -- owe)cd prop.erty vath estimated values as follows (If domiciled in Pa_.),.,- ~,~'- All personal property $ (If not domiciled ia-Pa.). ~-, [,- Personal property in Pennsylvania $ (If not domicile~ in Pa.) '" Personal property in County $ Value of real estate in Pennsylvama ~ situated as follows: ~0o '~r (~t ~,*~tc'/ WHEREFOKE, petitioner(s) respectfully, request(s} the probate of the last will and cochcil(s) presented herewith and the grant of letters cescamen-cary theron. (t~tamentary, adm:mstranon c t a, adrmmstrat:on d b n.c t a ) ~ Donald J. Wolford a~ ~ 3824 Phoenix Street r (../ = , TA 50014 ,.OATH,,0F PERSONAL REPRESENTATIVE COMMO~,WE~ ~A~I.'H ,O~F PENNSYLVANIA COUNTY,~OF~,CbSi~RLAND ~ j~ ss Th : ' fi''' - e petitioner(s) abdve-named swear(s) or affirm(s) that the statements in the foregoing petation are true and cor, rect to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the ab. ove decedent petitioner(s) will well and truly adnuniiter t~-ees~dmg to law. to .or alarmed, and subscribed · ~elore me this ~ day of [ L - No. Estate of EDNA W. WOL~O~O , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~'~-.~/~ ~ ~_, m consideration of the petition on the reverse side~reof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 12, 2002 described therein be admitted to probate and f'~ed of record as the last will of Edna W. Wo]_ford and Letters Testamentary are hereby granted to Donald J. Wolford David ~. Rad~liff ~ Probate, Letters, ~tc . ~ ~ aUon .. $ /~'~ · ~ 20 Erford Road. Suite - $ /~:~ ' ' Lemoynes ADD.SS PA 17043 ~ TOTAL HI05805 REV 9/86 , ,.x ./,Thts' s'to cernfv that the ~nformauon here raven ~s correctly corned from~an original certificate of deatfi d~y filed ~ ~ ~cal Reg~str~ The ong~n~ cernficate wdl be fo~arded to t~e State V~t~ Records O~ce for permanent fihng ?~ 'e,, 4/. WARNING. It ~s illegal to duplicate this copy by phgtostat or phptograph ' , ' ~ Fee for th~s ceruficate, $2 O0 ~ '.. /. / ' , CERTIFICATE OF DEATH gdna ~. ~olford Female 172 ~ ~ / 28,19 Harrisburg,PA ~ ~ ~' Cumberland ~echan~csbur8 Country Headovs of ~est Shore 'e Sec: AT&T ~ ~x ~x~ ~ 50014 '~ January 2, 2004 Cemeter~ Harrisburg, , ~~ ~ ~ ,~ I /' ' o ~ o ""~ '~ b ~o ' :5~ ./ -" ~ZB~.--~.~..'~ , ' ,-" '. LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, EDNA W. WOLFORD, currently residing In the Borough of Mechamcsburg, Cumberland County, Commonwealth of Pennsylvama, being in good health and of sound and disposing memory do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me FIRST I d~rect that all of my debts not barred by the statute of hmitations, expenses of my last illness, funeral expenses~ costs of adminlstrat~on and claims allowed ~n the administration of my estate shall be paid by my Executor hereinafter named, from my estate as soon after my decease as shall be found convenient SECOND I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not ~ncludlng cash or securities), together with any existing insurance thereon, to my son, DONALD J WOLFORD THIRD I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or m~xed, and of any nature whatsoever and wherever situate, to my son, DONALD J WOLFORD FOURTH I hereby nominate, constitute, and appoint DONALD J WOLFORD, as Executor of this, my Last Will and Testament In the event that DONALD J WOLFORD shall predecease me, or be unwilling or unable to act as my Executor, as aforesaid, then I nominate, constitute and appoint WAYPO1NT BANK without necessity for posting security regardless of state of residence, as Executor of this, my Last Will and Testament All references to the Executor herein shall be apphcable to said substitute Executor FIFTH: My Executor shall have, In addition to the powers and authority conferred upon h~m by law, the following additional powers and authority 1 To sell at pubhc or private sale, exchange, transfer, partition, g~ve options upon, lease, mortgage, pledge or otherwise d~spose of any property, mai or personal, at any t~me constituting a port~on of my estate, and upon such terms and conditions as the Executor shall deem vose 2 To ~nvest any money at any t:me m such bonds, stocks, notes, real estate, mortgages, hfe ~nsurance, annmtles or other securities, or such property, real or personal, as the Executor shall deem uase, w~thout being limited by any statutes or role of law regarding ~nvestments by the Executor 3 To retain, w~thout incurnng any habthty, as ~nvestments, any property owned by me at the t~me of my death, as long as my Executor may deem ~t w~se, and even though such property ~s not the k~nd of property an Executor would purchase as an ~nvestment, and even though to retmn such property m~ght violate sound d~versfficat~on pnnmples. 4. To cause any secumy or other property winch may constitute a port~on of my estate to be ~ssued, held or registered m the Executor's own name, or in the name of a nominee, or ~n such form that tttle w~ll pass by dehvery 5 To consent to the reorgamzat~on, consohdat~on, readjustment of the financial structure, or sale of the assets of any corporation or other orgamzat~on, the securities of which constitute a port~on of my estate, and to take any action w~th reference to such secure,es whmh, ~n the op~mon of the Executor ~s necessary to obtmn the benefit of any such reorganization, consohdat~on, readjustment or sale, to exermse any conversion pnwlege or subscription right g~ven to my Executor as owner of any securities constituting a port~on of my estate resulting from any reorgamzatlon, consohdat~on, readjustment, sale, converston or subscription 6 To pay all costs, taxes, charges and expenses in connection w~th the adm~mstrat~on of my estate, ~nclud~ng such compensation to the Executor whxch shall be ~n accordance w~th estabhshed fees throughout the period of adm~mstrat~on of my estate 7 To determine what is "income" and what IS "principal" hereunder, and my Executor's decision thereon shall be final, and to purchase securities at a premium or discount, and to apply or charge smd premium or discount against income or principal as the Executor may determine. 8 The Executor may make payments to or on behalf of any person who is the beneficiary hereunder but in no event, however, shall payments be made to any creditor or other such person because of antmipation of payment by the beneficiary, and any such claim made by way of anticipation by the beneficiary shall be of no validity or legal effect 9 To borrow money from any person, firm or corporation, Including any corporation acting as an Executor hereunder, for the purpose of protecting and preserving or improving my estate hereunder, to execute promissory notes or other obligations for amounts so borrowed 10 To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and to pay reasonable compensation out of my estate or any funds held hereunder to which said compensation is attributable 11 To carry on any business owned or controlled by me at my death for whatever period of time my Executor shall think proper, and my Executor shall have the power to do any and all things my Executor deems necessary or appropriate, including the power to close out, liquidate or sell the business at such time and upon such terms as my Executor shall deem best 12 To do all other acts in my Executor's judgment necessary or desirable for the proper and advantageous management, investment and distribution of my estate SIXTH I direct that all transfer and inheritance taxes, state or federal, assessed because of my death, whether the funds, property or insurance proceeds to which such taxes are attributable pass under tNs Will or not, shall be prod out of my residuary estate, that my Executor pay, or prowde for payment of all such taxes at such ume, or times, and ~n such manner as my Executor deems best 1N WITNESS WHEREOF, I, EDNA W. WOLFORD, the Testator to this, my Last Will and Testament, typewritten on four sheets of paper which I have ~dent~fied at the bottom of each page by my signature, hereunto set my hand and seal the / 2 .E~,._~ day of ~"~..a..~ ,/~-. 2002 EDNA W. WOLFORD ~J The preceding ~nstrument consisting of this and three other typewritten pages, each identified by the s~gnamre of the Testator, EDNA W. WOLFORD, this day and date thereof s~gned, pubhshed and declared by EDNA W. WOLFORD, the Testator thermn named, as and for her Last Will, in the presence of us who, at her request, ~n her presence, and in the presence of each other have subscribed our names as w~tnesses ¥ COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND l, EDNA W. WOLFORD, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed It wdbngly, and that I signed it as my free and voluntary act for the purposes therein expressed EDNA W. WOLFORD dY Sworn or affirmed to and acknowledged before me by EDNA W. WOLFORD, Testator, the ./~,~.4~ dayof ~,/~ ,2002 ...... ~ .......... : - ~ NOTARIAL SEAL " ' ' ~ ' ~ .... l Roberta L Radchff, Notary Pubhc My commiss~on~.E_xp[res.. Jan 20, 2005 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will, that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, that each of us in the hearing and sight of the Testator signed the Will as witnesses, and that to the best of our knowledge the Testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence ~ -- Sworn or aff. u:m.ed to and subscr, bed to be fore me by ~'/~_d~//e, ~'W~...~0/ and -- J~ t~ ;d W:~).~dd/~ witnesses, this /~o~.~/d~day of ~9~~) ,2002 NOTARIAL SEAL Roberta L Re, dch¢, Notary Pubhc Wormleysburg Boro[,~, [ o~nty of Oumberia~d 5 My Commtss~on Expires Jan 20, 2005 EDNA W. WOLFORD Cherewka & Radcliffi LLP 624 North Front Street Wormleysburg, Pennsylvama 17043 CERTIFICATION OF NOTICE UNDER RULE 5 6(a) Name of Decedent EDNA W. WOLFORD Date of Death. December 30, 2003 Will No. 2004-00009 Admin No. To the Register. I certify that the Notice of Estate Administration required by Rule 5 6(a) of the Orphans' Court Rules was served or mailed to the following beneficiaries of the above-captioned estate on January 14, 2004 NAME ADDRESS DONALD J WOLFORD 3824 Phoenix Street Ames, IA 50014 Date: f~5~ ~ ,~.a90 ~/ RADCLIFF LAW OFFICE, P.C. DAVID H RADCLIFF, ESQ'/ 20 Erford Road, Suite 300A~/' Lemoyne, PA 17043 ( (717) 236-9318 Capacity Personal Representative X Counsel for Personal Representative ,~, DEPARTMENT OF REVENUE REV-1162 EX(11-96) DEPT 280601 , ,_ PENNSYLVANIA RECEIVED FROM INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003709 ' RADCLIFF DAVID H 624 NORTH FRONT STREET WORMLEYSBURG, PA 17043 '~,~' ACN ',., ASSESSMENT AMOUNT :',' CONTROL ~-',~ NUMBER ', 101 $14,000 O0 [~STATE INFORMATION SSN 172-01-3373 i:ILE NUMBER 2104-0009 DECEDENT NAME WOLFORD EDNA W [~ATE OF PAYMENT 03/23/2004 POSTMARK DATE 00/00/0000 COUNTY CUMBERLAND DATE OF DEATH 12/30/2003 ,., TOTAL AMOUNT PAID $14,000.00 iREMARKS CHECK# 11119 INITIALS' JA ~-- SEAL RECEIVED BY GLENDA FARNER STRASBAUGH fC'. ,c:_ REGISTER OF WILLS !, CO~,~MONWEALTH OF PENNSYLVANIA REV I 162 EX(11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 171280601 PENNSYLVANIA RFCFIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004429 WOLFORD DONALD J 3824 PHOENIX STREET AMES, IA 50014 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 8437.66 ESTATE INFORMATION: SSN: 172013373 FILE NUMBER: 2104-0009 DECEDENT NAME: WOLFORD EDNA W DATE OF PAYMENT: 09/27/2004 POSTMARK DATE: 09/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/30/2003 TOTAL AMOUNT PAID: $437.66 REMARKS: DWOLFORD CHECK# 1973 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS GOMMONWEALTHOF REV-1500 PENNSYLVANIA DBP^RTMENTOFREVENUE INHERITANCE TAX RETURN E,' UMBBR DEPT 280601 HARRISBURG, PA17128-0601 RESIDENT DECEDENT 2 1 -0 4 0 0 0 9 DECEDENT'S NAME (LAST, FIRST, AND MrDDLE iNITIAL SOCIAL SECURITY NUMBER Wolford, EdnaM. 1 7 2 - 0 1 - 3 3 7 3 DATE OF DEATH {MM-DD-Year) DATE OF BIRTH (MM DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 03/28/1918 12/30/2003 REGISTER OF WILLS (iF APPUCABLE) SURV V NG SPOUSE'S NAME (~ST FIRST, AND MIDDLE iNITIAL) ' SOCIAL SECURITY NUMBER ~ 1. Original Return ~ 2. Supp)emen~l Retum ~ 3. Remainder Return (date ~ 4. Limged Estate ~ 4a. Future interest Compromise (da~ o(dea~ a~er 1~-12-~2) ~ 5. Federal Estate Tax Retum RequJred ~ 6. Demdent Died Testate (A~ch copy of wimp) ~ 7. Decedent Maintained a Living Trust (A~h copyofTrust) 0 8~ Total Number of Safe Deposit Boxes ~ 9. Litiga~n Proceeds Received ~ 10 Spousal Pove~ Credit (dee of death ~, 1231-91 and 1-)-95) ~ 11. E)e~ion to tax under Sec. 9113(A) THIS SECTION MUST BE COMPLETED:A[LCORRESPONDENCEANDCONF~DENTiALTAXiNFORMATiONSHOULDBEDiRECTED TO: NAME m COMPLETE MAILING ADDRESS David H. Radcliff, Esq. 20 E~ord Road, Ste 200 FIRM NAME 0~Applicable) Radcliff Law Office, P.C. TELEPHONE NUMBER 717 236-9318 LemoTne PA 17043 1. Real Estate (Schedule A) (1) 172,000.00 ~FFIC~AL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 45,888.68 3. Closely He~d Corporation, Pa~nemh~p or So~e-Proprietomhip (3) 4. Modgages & Notes Receivabie (Schedule D) (4) 5. Cash, Bank Deposi~ & Miscellaneous Pemonal Prope~ (5) 149,723.06 (Schedule E) ~.Jointly ~ned Pmpe~ (ScheOule F) (~) ~ Separate ~illin~ Requested 7. Inter-Vivos lmns[em a Miscellaneous ~on-Pro~ate ~rope~ (7) (Schedule G or L) ~ - - 8. TotaJ Gross Assets (total Lines 1-7) (8) 367,611.74 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 24,947.18 10. Deb~ of De.dent. Me,gage Liabilities. & Uens (Schedule I) {10) 5,453.97 11. Total Deductions (totaJ Lines 9 & 10) (11) 30.401.15 12. Net Value of Estate (Line 8 minus Line 11) (12) 337,210.5~ 13. Chad~ble and Govemmenta] Bequest/Sec 9113 Trus~ for which an ele~ion to tax has ~ot been (13) made (Schedule J) 14. Net Value Subject to Tax {Line 12 minus Une 13) (14) 337,210.59 SEE INSTRUCTIONS ON REVERSE SiDE FOR APPLICABLE ~TES 15. Amount of Line 14 taxable at the spousal tax rote. or transfers under Sec. 9116 (a)(1.2) 0.00 X (15) 0.00 16. AmountofLine14~xableatlinea~rate 337,210,59 X .045 (16) 15,174.48 17. Amount of Line 14 taxable at sibling rote 0.00 X .12 (17) 0.00 18. AmountofUne14~xableatco~ateralrate 0.00 X A5 (18) 0.00 19 Tax Due (19) 15,174.48 >> BE SURE TO ANSWER AEE QUESTIONS ON REVERSE SIDE AND RECHECK MAT~ D~,cedent's Complete Address: STREETADDRESS 800 Dada Road CITY Mechanicsburg I SnATE PA ] zip 17055 Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) (1) 15,174.48 2 Credits/Payments A. Spousal Povedy Credit B, Prior Payments 14~000.00 C, Discount 736.82 Total Credits ( A + B + C ) (2) 14,736.82 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D ",- E )(3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) 437.66 A. Enter the interest on the tax due, (5A) B. Enter the total of Line 5 + 5A This is the BALANCE DUE. (5B) 437.66 Make Check Payable to: REGISTER OF WILLS, A GENT 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; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d, receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death w hou recevng adequaeconsdera on? .............................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank accoun or secu y a h s or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non_probate property which contains a beneficiary designation? ....................................................................................................... [] [] 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 penury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belier, it is true, correct and complete Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SFGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN 4,,,.-~ A,~¢~ ~,,~ ~d ~F DIE ADDRESS 3824 Phoenix Street - - ./ - .' · Ames IA 50014 SIGNATURE OF PREPARER O.T4ffb'Rq'HAN REPRESEN}'ATIV~ -- . ,/ /~/_g],,.c~(/, --~/,//~- '~//~//~'Z/DATE ADDRESS 20 Erford Road, Suite 200 Lemoyne /' PA 17043 For dates of death on or affer July I, t 994 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)l. 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 iwenty-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. §9116(a)(t.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's ~ineal beneficiaries is 4,5%, except as noted in 72 P.S. §9116(1 2) [72 PS. §9116(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. §9116(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-1502 EX + (6~98) SCHEDULE A COMMONWEALTH OF PENNSYLVAN'A REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FiLE NUMBER Wolford. Edna M. ~1 04 0009 All real property owaed solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce 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. Real property which is iointl),.owned with ri~]ht of sun/ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Decedent's residence at 800 Dada Read, Mechanicsburg, PA 17055 172,000.00 See settlement sheet attached) TOTAL (Also enter on line 1, Recapitulatior $ 172,000.00 (~f more space is needed, insed additional sheets of the same size) CHANiCSBURG, PA 17055 , PA 0. Gross Amount Due From Borrower I $182,280 82 420. Gross Amount Due To Seller I $172,90§ 59 Jl Gross Amount Due From Borrower (line 120) [ $182.28082 601 Gross Amount Due TO Seller (line 420) ] $172,908 59 03. Cash[X]From[ ]ToBorrower I $34,580 821603. Ca~hlX]To[ ]Fro,nSQIl*r ] $161,651 15 REV-1503 EX + (6-98) ~ SCHEDULE B COMMONW~LT~ OF PERNSYLVAN,^ STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wolford. Edq¢ M. 21 04 0009 All prope~y jointly-owned with right of survivorship must be disclosed on Schedule F. iTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 75.7070 sh AT&T @ 19.985/share 1,513.00 2. 869.7403 sh Verizon @34.675 30,158.24 3. 315.672 sh PP&L @43.745 13,809.07 4. 89 sh Lucent Technologies @ 2.87 198.03 5. 2 sh Agere Class A @ 2.97 5.94 6. 73 sh Agere Class B @2.80 204.40 TOTAL (Also enter on line 2, Recapitulation) $ 45,888.6P, (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) ~ SCHEDULE E COMMONWEAETH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. RES,DE.T DECE~E.T PERSONAL PROPERTY ESTATE OF FILE NUMBER Wolford. Edna M. 21 04 0009 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 1 DELCO Credit Union Acct #31530 OF DEATH 62,251.82 2. PSEC U Acct #0172013373 62,640.97 3. 1991 Ford Sedan 1,900.00 4. Jewelry - See Attached Appraisal by Morrow Diamonds 3,800.00 (European Cut Diamond Ring ~ $3600.00) (Diamond ring with 2 blue stones - $200.00) 5. Personal Property - See Attached Appraisal by Chuck Bricker, Auctioneer 5,160.00 6. Cash on Hand 288.78 7. 2003 Federal income Tax Refund 164.00 8. Commonwealth of PA - Retirement payment 760.92 9. MEDCO Health - Reimbursement for prescriptions 444.33 10. Commonwealth of Pennsylvania - Retirement checks 12/31/03 155.74 11. Personal Property - (See itemized listing from Brickers Auction) 12,156.50 TOTAL (Also enter on line 5~ Recapitulation) $ 149,723.06 (If more space is needed, insed additional sheets of the same size) MORROW DIAMONDS MO~OW 3750 Market Street Camp Hill, PA 17011 DiAi~iO~ DS (717)737-5808 Fax: (717) 737-5981 Where every selection is brilliant.TM www. morrowdiamonds.com NAME/OWNER: Community Trust Patricia Walter 3907 Market Street Camp Hill, PA 17011 DATE OF APPRAISAL: March 9, 2004 APPRAISER: Jill Morrow, Graduate Gemologist (GIA) PURPOSE OF APPRAISAE: The reason for this appraisal is to grade and estimate the value of this jewelry for estate purposes. ITEM DESCRIPTION: This lady's diamond ring is stamped "Platinum and 14 KT' yellow gold. The diamonds are all set in platinum and the filigree and the shank are 14 KT yellow gold. There is a prong set, Old European cut diamond in the center surrounded by 16 bead set, Old European cut diamonds. There are two Old European cut diamonds on each side of the shank. The ring is a size 5 and has a ring guard. ITEM EVALUATION: Because the grading was done in the mounting, all grades and measurements are estimated to the extent the mounting allows using GIA standards and measurements. This Old European cut diamond measures approximately 6.63 - 6.65 mm x 4.5 mm depth and weighs an estimated 1.21 CT. The 16 bead set, Old European cut diamonds measure approximately 1.72 mm and weigh an estimated .02 CT each or .32 CTTW. The two side diamonds on the shank measure approximately 2.5 mm each or .05 CT each or .10 CTTW. Overall, the ring is 1.63 CTTW. The ring is in good condition, showing normal wear. MARKET LEVEL: This ring would be found on the secondary market; those jewelers and dealers who specialize in used, estate, or ant que jewelry. VALUATION FOR ESTATE PURPOSES: $3600.00 DISCLOSURE: I have no financial interest in this ring nor do I anticipate any. The fee for this appraisal was not contingent upon value and reflects our normal and customary fee schedule. '\ ,, !t/ ' MORROW DIAMONDS MORR~Ow 3750 Market Street Camp Hill, PA 17011 ~ (717) 737-5808 Fax: (717) 737-5981 Where every selection is brilliant.TM www. morrowdi, amonds.com NAME/OWNER: Community Trnst Patricia Walter 3907 Market Street Camp Hill, PA 17011 DATE OF APPRAISAL: March 9, 2004 APPRAISER: Jill Morrow, Graduate Gemologist (GIA) PURPOSE OF APPRAISAL: The reason for this appraisal is to grade and estimate the value of this jewelry for estate purposes. ITEM DESCRIPTION: This lady's diamond ring is stamped "18.KT" white gold. It has an octagonal shaped top in a dome, filigree design. Th6re is a bead set, transitional cut diamond in the center. There are also two square, blue stones on each side of the shank. The ring is a size 5. ITEM EVALUATION: Because the grading was done in the mounting, all grades and measurements are estimated to the extent the mounting allows using GIA standards and measurements. The center diamond is a transitional cut, a hybrid of an Old European cut and a round, brilliant cut diamond. The diamond measures approximately 3.0 mm x 1.5 mm depth and weighs an estimated .08 CT. The clarity is I1 (Imperfect 1) and the color is J-K. The diamond has faint fluorescence. The two square side stones are not sapphires and they are heavily abraded. They measure approximately 2.0 mm each. They could be synthetic or glass doublets which was typical of the time period. The filigree gallery is good, but the shank on the ring is thin. MARKET LEVEL: This ring would be found on the secondary market; those jewelers and dealers who specialize in used, estate, or antique jewelry. VALUATION FOR ESTATE PURPOSES: $200.00 DISCLOSURE: I have no financial interest in this ring nor do I anticipate any. The fee for this appraisal was not contingent upon value and reflects our normal and customary fee schedule. APPRAISAL Personal Property of ..~m4~,g4/ ~c), ~U~6~ ~(sZ~ D.~gd_~ ?~c~, ~c~, ~.~ Appraised by Chuck E. Bricker AU094-L Date ~ ~ ~ p- ~ ~ ITEM VALUE ITEM VALL CoL~A ~ ~.co ~47~ O~T me, co BRICKERS AUCTION Buy & Sell on Commission - Complete Sale Service 93 Texaco Rd., Mechanicsburg, PA 17055 766-5785 Outstanding Total Sale /~, /~, L~7.} Total Checks Total Cash Cash After Payout Expenses ?~¢~1 Auctioneer & Clerks Adv. Cost Sale Setup or.Hel~ + ' Total Expenses Thank You For Selecting Chuck Bricker, Auctioneer & Staff BUYER ~ '2 BUYER ~ ~ BUYER ~ ~ BUYER -~ BUYER BUYER q ¢ BUYER ~ I~UYER %3 BUYER -fEET, ~ SHEET TOTAL $ q~? RUNN'NG TOTAL S~ SHEET' ~ SHEET TOTAL$ ITEM ~-~.2/l~g I~X ITEM F{ /4~ C' ~T ITEM ~ ~7 ~-Z-~ ~ ~TEM_ ~ ~ /~ ~ LOT~ ~ LC BUYER BUYER ~ D BUYER ~ ~ 4 SUYER ~ ~' : $ /~'~ ~ ~" = $ /~-~ ~ ,,~ = $. ~.o~ ~ ,~ = $ ~.o~ . BUYER BUYER -. V ~ BUYER ~ - =. ,'.,, , . -, .... ~ ... ,.., ,... BUYER BUYER~ ¢ ~ ¢ d ~4 ITEM~¢~ ITEM~ uTFO p/%~ ~ iTEM~O ~ = $ ~'~¢ " = s~-~D _ = $ I. ~ ~EET, ~ SHEET TOTAL $ - R L'"NJNG TOTAL '~7~ ? ~ - SHEET '_ 4 SHEET TOTAL ' RUNN,NG TC-AL S/~ HFFT, ~ SHEET TOTAL$ RUNNING TOTALS ~ HEET~ ~' SHEET TOT*L $____ R[JNN,, ~; TOT,,~ ~¢ q3 = s ........ = BUYEn ~ BUYER ~ LOT' ~ ~ BUYER__. /) ~ BUYER - / ~ a~_~ o4 = $ .~'W ~ ~ 12,~4 ~ $ ~ Z~1' ~ $. ~.o4 BUYER BUYEr__ ~u~:~ ~UYE~ ~U~Ea~ ~X~ ~ ~ - = $. ~o.o~ ,~ = s 9~.oo HEET' 7 SHEET TOTAL $~ RUNNING TO=L $2~ =HEET , ~ SHEET TO=L' RUNNJNG TOTAL BUYER . ?~ BUYER -- BUYER__ l.oo $ BUYER ~ P 5-~ 11 12 ITEM__ ¢~-ODI~¢ ITEM CLISHIO~J BUYEH HEET ¢~ SHEET TOTAL $-- RUNNING TOTAL S CZ ~O_ SNEET ¢ /¢___ SHEET TOTAL S RUNN:NG TO-AL S ¢ BUYER ' ~ g 8 BUYER --- I l ~ BUYER BUYER---. ITEM ~7 ITEM ~'¢ ~ ITEM ~PPL~ ~P~}~--J¢/¢~.__~ ITEM ~g~ ~ /~ BUYER ~ ~ BUYER__ ~- 9 BUYER / / ~ BUYER ITEM_ ~)C ITEM ~/~ ~ ~ ~ ITEM ~ ~--~ ~ ~'Y ~E~ ffEM BUYER 7 ~ BUYER -- ?~ 1%UYER / BUYER / ,HEET¢ ./~_ SNEETTOTAL' RUNNINGTOTACSX 7~ ~ SHEET. ,/¢ SHEETTOTAL$ -- RUNNiNG,OTALS~ BUYER ~UYER ~ ~ BUYER BUYER .~-- 4 BUrER / ¢~ BUYER ~ '~ : $' 1'" ~ ~' s /'"'"° ~ '" ~ s. ~. BUYER % BUYER~ ~? BUYER ~ LOT¢ J~ L~T¢ ITEM ~--~6[ P ~ ITEM ~L~)~-~ iTEM HEET' ./¢ SHEET TOTAL' RUNN[NGTOTAL$.Z~ ~ SHEET¢ i ~ SHEETTOTAL$ RUNNiNGTO%,,S~ BUYER ~- 1%UYER 1~ 7 I~UYER ~ BUYER__ ~ :~,, : $ ~.~0 '~ = s /~. oo .... ,,_ : s /0.~o I ~ ~ ~ $ ~.~0 Buy e~ /~ T ) suYEa 11 ? 3 Buve~ I1~ euven /~ BUYER - I / ~ BUYER ¢6- BUYER_ C~ BUYER ITEM ~.! ~R ~ L&~ ITEM LRnl¢ ITEM /¢'~/~ ~-~ ITEM BUYER ~ /0 --t BUYER ¢~ BUYER~ ~ ~ 1}UYER BUYER BUYER BUYER __ BUYER BUYER I I O BUYER _ / ~ ~ BUYER ITEM ~ ~ W~--~/~-~4~ ~ ITEM ~ ~K~ ~O~ IT ~ ~C~*It~F~ ITEM ~ D ~ ~ ~ LOT~ ~ ~ LUTe ~ '~ : $ ~.~o ,, : s ~.oo Ik ___~:._ $ .~o ~ ~ ~ -- SHEET ~ ~ ~ SHEET TOEAL S ITEM ITEM Z-- /~ ~TEM ~TP ~ ~ BUYER - '~- 8 BUYER ~ 7 BUYER _~ BUYER ~ /off '%~ ~7 '~u~ /~ 7 rTEM ~¢~R~I~ ¢C(~P~I~% IT ITEM ~1 ~/ ~_~¢/ T LOT¢ BUYER ~ BUYER_ /~ BUYER -- & 7 1%UYER &/ P ~ ; = s ~.¢~ ~ = $:.~¢ ,,~ = $ ~o.~ ~ s I.~ BLJYFR ~ 6 BUYER //~ BUYER ..... 117 6 BUYER 0 ..... LOt' BUYER . L/ ¢ BUYER / / ~ BUYER ~4- BUYER_ BUYER~ / O t BUYER . ~ ~ = s. 00.~ t~ e = $ 2.~o k ~ ,~ BUYER 7~ BUYER. : BUYER H ~ 1%UYER BUYER ~ -- BUYER_ : BUYER ___ ~ 1%UYER HEET, ,~/ SHEET TOTAL ' RUNNING TOTAL 5~/? ~ SHEET · ~ SHEET TOTAL$ BUYER BUYER / 9 7 6 BUYER ~TEM O)~O~{ ~{ ~ ITEM BUYER ,% I%UYER BUYER ,~ 1%UYER 'HEET¢ ~__ SHEETTOTAL$ RUNNNGTOTAL$ ~/2~' ~ ....... ~G .......... $ ................ $ //9~ ~ BUYER = s 1~ BUYER / P ~ BUYER ~3 ITEM. ~(~f ~ ITEbl HEET ¢~ SHEET TOTAL$ RUNNING TOXL S BUYER BUYER LOT BUYER ITEM BUYER ITEM BUYER ITEM REV-15~1 EX + (12-99) SCHEDULE H COMMONW~LTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Wolford. Edna M. 21 04 0009 Debts of decedent must be reported on Schedule ]. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXFENSES: 1. Jesse H. Geigle Funeral Home 5,821.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s}/EJN Number of Personal Representative(s) Street Address C~ty State Zfp Year(s) Commission Paid: 2. Attorney Fees Radcliff Law Office, P.C. 13,214.00 3. Family Exemption: (If decedent's address is not the same as c[aimani's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 357.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Community Trust Co - Administrator's Fee 2,383.91 8. Fee - Filing Inventory & PA Inheritance Return 25.00 9. Legal Advertising - Cumberland Law Journal 75.00 10. Legal Advertising - The Sentinel 95.27 11. Bureau of Vital Records - additional death certificates 16.00 12. Brickers Auction - Appraisal fee 75.00 13. Morrow Diamonds - Jewelry appraisal fee 175.00 14. Robert Banzhoff - Appraiser of real estate 250.00 15. Brickers Auction - cost of sale of property at auction 2,460.00 TOTAL (Aisc enter on line 9, Recapitulation) $ 24,947.18 (If more space is needed, insert additional sheets of the same size) RE'v'-1512 EX + (6-98) ~ SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT, iNHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES~ & LIENS ESTATE OF FILE NUMBER Wolford. Edna M. 21 04 0009 Include unreimbursed medical expenses, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Country Meadows 709.13 2. Colonial Roofing 950.00 3. Hampden Twp Ambulance 36.96 4. Holy Spirit Hospital 961.09 5, Griswold Special Care 260.00 6. Louise Breski - Nursing Care 234.00 7. Lisa Hoke - Nursing Care 58.50 8. Carol Chronister - Nursing Care 292.50 9. Patricia Taylor - Nursing Care 19.50 10. Lucille Phillips - Nursing Care 453.37 11. Quantum Imaging 617.00 12. Verizon 3.13 13. United Water 22.14 14. Jeffrey Rowe - Snow & ice removal 170.00 15. Community Trust - POA fees 666.65 TOTAL (Also enter on line 10, Recapitulation) $ 5,453.97 (if more space is needed, insert additional sheets of the same size) .Er SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFIClAEIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBEE Wolford. =dna M. 21 04 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ]. TAXABLE DISTRIBUTIONS [include outrightspousaJdistributions, and~ransfers under Sec. 9116 (a) (1.2)] 1. Donald J. Wolford Lineal 337,210.59 3824 Phoenix Ames, IA 50014 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LrNES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ]1. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHIOH AN ELEOTION TO TAX IS NOT BErNG MADE 1, B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-I500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, EDNA W. WOLFORD, currently residing in the Borough of Mechanicsburg, Cumberland County, Commonwealth of Pennsylvania, being in good health and of sound and disposing memory do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former Wills and Codicils heretofore made by me. FIRST: I direct that all of my debts not barred by the statute of limitations, expenses of my last illness, funeral expenses, costs of administration and claims allowed in the administration of my estate shall be paid by my Executor hereinafter named, from my estate as soon after my decease as shall be found convenient. SECOND: ! bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, to nay son, DONALD J. WOLFORD. THIRD: I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and of any nature whatsoever and xvherever situate, to my son, DONALD J. WOLFORD. FOURTH: I hereby nominate, constitute, and appoint DONALD J. WOLFORD, as Executor of this, my Last Will and Testament. In the event that DONALD J. WOLFORD shall predecease me, or be unwilling or unable to act as my Executor, as aforesaid, then I nominate, constitute and appoint WAYPOINT BANK without necessity for posting security regardless of state of residence, as Executor of this, my Last Will and Testament. Ail references to the Executor herein shall be applicable to said substitute Executor. FIFTH: My Execdtor shall have, in addih,~n to the powers and authority conferred upon him by law, the following additional powers and authority: 1. To sell at public or private sale, exchange, transfer, partition, give options upon, lease, mortgage, pledge or otherwise dispose of any property, real or personal, at any time constituting a portion of my estate, and upon such terms and conditions as the Executor shall deem wise. 2. To invest any money at any time in such bonds, stocks, notes, real estate, mortgages, life insurance, annuities or other securities, or such property, real or personal, as the Executor shall deem wise, without being limited by any statutes or rule of law regarding investments by the Executor. 3. To retain, without incurring any liability, as investments, any property owned by me at the time of my death, as long as my Executor may deem it wise, and even though such property is not the kind of property an Executor would purchase as an investment; and even though to retain such property might violate sound diversification principles. 4. To cause any security or other property which may constitute a portion of my estate to be issued, held or registered in the Executor's own name, or in the name of a nominee, or in such form that title will pass by delivery. 5. To consent to the reorganization, consolidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization, the securities of which constitute a portion of my estate, and to take any action with reference to such securities which, in the opinion of the Executor is necessary to obtain the benefit of any such reorganization, consolidation, readjustment or sale; to exercise any conversion privilege or subscription right given to my Executor as owner of any securities constituting a portion of my estate resulting from any reorganization, consolidation, readjustment, sale, conversion or subscription. 6. To pay all costs, taxes, charges and expenses in connection with the administration of my estate, including such compensation to the Executor which shall be in accordance with established fees throughout the period of administration of my estate. 7. To determine what is ' ' ..... ,, ~come and what ~s pnnc~pal hereunder, and my Executor's decision thereon shall be final; and to purchase securities at a premium or discount, and to apply or charge said premium or discount against income or principal as the Executor may determine. 8. The Executor may make payments to or on behalf of any person who is the beneficiary hereunder but in no event, however, shall payments be made to any creditor or other such person because of anticipation of payment by the beneficiary, and any such claim made by way of anticipation by the beneficiary shall be of no validity or legal effect. 9. To borrow money from any person, firm or corporation, including any corporation acting as an Executor hereunder, for the purpose of protecting and preserving or improving my estate hereunder; to execute promissory notes or other obligations for amounts so borrowed. I 0. To employ legal counsel, accountants, brokers, investment advisors, custodians, managers and other agents and employees and to pay reasonable compensation out of my estate or any funds held hereunder to which said compensation is attributable. 11. To carry on any business owned or controlled by me at my death for whatever period of time my Executor shall think proper, and my Executor shall have the power to do any and all things my Executor deems necessary or appropriate, including the power to close out, liquidate or sell the business at such time and upon such terms as my Executor shall deem best. 12. To do all other acts in y Executor s judgment necessary or desirable for the proper and advantageous management, investment and distribution of my estate. SIXTH: I direct that all transfer and inheritance taxes, state or federal, assessed because of my death, whether the funds, property or insurance proceeds to which such taxes are attributable pass under this Will or not, shall be paid out of my residuary estate; that my Executor pay, or provide for payment of all such taxes at such time, or times, and in such rammer as my Executor deems best. IN WITNESS WHEREOF, I, EDNA W. WOLFORD, the Testator to this, my Last Will and Testament, typewritten on four sheets of paper which I have identified at the bottom of each page by my signature, hereunto set my hand and seal the ~ day of ~ 2002. The preceding instrument consisting of this and three other typewritten pages, each identified by the signature of the Testator, EDNA W. WOLFORD, this day and date thereof signed, published and declared by EDNA W. WOLFORD, the Testator therein named, as and for her Last Will, in the presence of us who, at her request, in her presence, and in the presence of each other have subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA : COUNTy OF CUMBERLAND : SS : I, EDNA W. WOLFORD, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed and executed the instrumeut as my Last Will; that I signed it willingly; and that I Signed it as my free and voluntary act for the purposes therein expressed. w. WOLFORD .& - Sworn or affirmed to and ackn~owledged before me by EDNA W. WOLFORD, Testator, the ~¢~-- day °f~~, 2002' Rob~ L. ~adcl 4. Note~ Publio CO~o~W~ALT~ OF P~SYLVANIA COUNTy OF CU~B~ND : SS ~ ~tnes~es whose names are s~gned to the a2ached or foregoing instrmnent, , to law, do depose and say that we were present and saw Testator sign and ~ duly quahfied according execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and volunta~ act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as wi~esses; and that to the best of our know edge the Testator was at that time eighteen or more years of age, of Sound mmV. and under no constraint or,due influence. ~ Sworn or~ed to and subscribed to ~g .... ~. &~_ '~' ~ ' ' ~ / -- witnesses, this /[~¢~ da,,of L~ana ..... 2 ~~,2002. Nca~ ry Publ~~. Robe~aL :~:~:t ,bt~Publc / 5 Wormleysbur~ My Commission REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of EDNA M. WOLFORD No. 21 04 0009 also known as Date of Death 12/30/03 ., Deceased Social Secur ty No. 172-01-3373 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estafe in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except tha wh ch appears in a memorandum a the end of this inventory. /We verify that the statements made n th s inventory are true and correc. /We understand that false s atements herein made are subject to penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities, the Name of Personal Represent tire: Attorney: David H Radcliff, Esq. ¢'~~~ ~.D. No.: 25483 Donald J. Wolford Address: 20 Erford Road, Suite 200 Dated Lemoyne PA 17043 Telephone: 717-236-9318 Description Decedent's residence at 800 Dada Road, Mechanicsburg Value 172,000.00 75.7070 sh AT&T @ 19.985/share 1,513.00 869.7403 sh Verizon @ 34.675/share ~:: - 30,158.24 315.672 sh PP&L @ 43.745/share 13 809 07 69 sh Lucent Technologies @ 2.87/share 198.03 2 sh Agere Cl A @ 2.97 and 73 sh Agere Cl B @ 2.80 - 210.34 Total (Attach Additional Sheets if necessary) 367,611.74 include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory EDNA M. WOLFORD 21 04 0009 Description of Inventory Description BELCO Credit Union Acct #31530 Value 62,251.82 PSECU Acct #172013373 62,640.97 1991 Ford Sedan 1,900.00 Jewelry - See attached appraisal by Morrow Diamonds 3,800.00 Personal Property - See attached appraisal by Chuck Bricker 5,160.00 Cash on Hand 288.78 2003 Federal Income Tax Refund 164.00 Commonwealth of Pennsylvania - Payments received 916.66 MEDCO Health - Reimbursements 444.33 Personal Property - See itemized listing from Auctioneer 12,156.50 ~ Subto~l $ 149,723.06 ~ G~nd Total $ 367,611,74 MORROW DIAMONDS MoRROw Camp Hill, PA 17011 DIAI"~O~ DS -- (717)737-5808 ,, Fax: (717) 737-5981 Where every selection ix brilliant. T.~ www. Inorrowdiamonds.com N AME/O'}~, NER: Community Trust Patricia Walter 3907 Market Street Camp Hill, PA 17011 DATE OF APPRAISAL: March 9, 2004 APPRAISER: Jill Morrow, Graduate Gemologist (GIA) PURPOSE OF APPIL41SAE: The reason for this appraisal is to grade and estimate the value of this jewelry for estate purposes. ITEM DESCRIPTION: This lady's diamond ring is stamped "Platinum and 14 KT"yellow gold. The diamonds are all set in platinum and the filigree and the shank are 14 KT yellow gold. There is a prong set, Old European cut diamond in the center surrounded by 16 bead set, Old European cut diamonds. There are two Old European cut diamonds on each side of the shank. The ring is a size 5 and has a ring guard. ITEM EVALUATION: Because the grading was done in the mounting, all grades and measurements are estimated to the extent the mounting allows using GIA standards and measurements. This Old European cut diamond measures approximately 6.63 -6,65 mm x 4.5 mm depth and weighs an estimated 1.21 CT. The 16 bead set, Old European cut diamonds measure approximately 1.72 mm and weigh an estimated .02 CT each or .32 CTTW. The two side diamonds on the shank measure approximately 2.5 mm each or .05 CT each or .10 CTTW. Overall, the ring is 1.63 CTTW. The ring is in good condition, showing normal wear. IARKET LEVEL: This ring would be found on the secondary market; those jewelers and dealers who specialize in used, estate, or antique jewelry. VALUATION FOR ESTATE PURPOSES: $3600.00 DISCLOSURE: I have no financial interest in this ring nor do I anticipate an3.. The fee for this appraisal was not contingent upon value and reflects our normal and customary fee schedule. ::: MORROW DIAMONDS MORP~,Ow 3750 Market Street . Camp Hill, PA 17011 IZ> I.~.['--q ~ ~ UD$ (717) 737-5808 Fa.x: (717) 737-5981 Where ever~ selection is brflliant. Tn www. morrowdiamonds.com NAME/OWNER: Community Trust Patricia Walter 3907 Market Street Camp Hill, PA 17011 DATE OF APPRAISAL: March 9, 2004 APPRAISER: Jill Morrow, Graduate Gemologist (GIA) PURPOSE OF APPRAISAL: The reason for this appraisal is to grade and estimate the value of this jewelry for estate purposes. ITEM DESCRIPTION: This lady's diamond ring is stamped "18KT" white gold. It has an octagonal shaped top in a dome, filigree design. Thbre Jla bead set, transitional cut diamond in the center. There are also two square, blue stones on each side of the shank. The ring is a size 5. ITEM EVALUATION: Because the grading was done in the mounting, all grades and measurements are estimated to the extent the mounting allows using GIA standards and measurements. The center diamond is a transitional cut, a hybrid of an Old European cut and a round, brilliant cut diamond. The diamond measures approximately 3.0 mm x 1.5 mm depth and ~'eighs an estimated .08 CT. The clarity is I1 (Imperfect 1) and the color is J-K. The diamond has faint fluorescence. The two square side stones are not sapphires and they are heavily abraded. They measure approximately 2.0 mm each. They coul~t be synthetic or glass doublets which was typical of the time period. The filigree galle~-y is good, but the shank on the ring is thin. MARKET LEVEL: This ring would be found on the secondary market; those jewelers and dealers who specialize in used, estate, or antique jewelry. VALUATION FOR ESTATE PURPOSES: $200.00 DISCLOSURE: I have no financial interest in this ring nor do I anticipate any. The fee for this appraisal was not contingent upon value and reflects our normal and customary fee schedule. APPRAISAL Personal Property of Appraised by Chuck E. Bricker AU094-L ITEM VALUE ITEM VALI c~A C~z T 80,6'0 ~ / BRICKERS AUCTION Buy & Sell on Commission - Complete Sale Service 93 Texaco Rd., Mechanicsburg, PA 17055 766-5785 Personal Property of ~z-//~///?L I~/~.~/.E-(~ z~_~-/~-~ ;~ Address ~ ~~, ~_~~ /~.J~- Sold At Public Sale ~~~ 20 0~ Outstanding Total Sale Total Checks Total Cash Cash After Payout Expenses Auctioneer & Clerks Adv. Cost Sale Setup or.He~ ~ Total E~enses Thank You For Selecting Chuck Bricker, Auctioneer ~ .~ ITEM 8UYER~ ~ BUYEa~ ~7 ~ET' t SHEET TOTAL$ q~? RUNNP~G TOTAL S~ SHEET' · EOT# - ITEM ~ ~& BUYER~ ~ BUYE~ /~ I~UYER~ HEET ~ SHEET TOUL $ bT # - LOT# ~ = s ~.:~¢~'W ~ = $ .0~ L~~ ITEM /4~ BJYEF /~ 4 BlJYE,(__- :EM ~ UYER 4:.T. ~ SHEET TOTAE$ RUNNING TOTAL $-- ~.?~ SHEET .___~ ~ -- ~¢¢~ SHEET TOTAL $~ RUNNING TOTAL /-O7 ~4~ ~t~M ~TEM ~[ U ~ BUYER ~ ~ ~2 LOT ~ TEM d3 L ~ $ /~ . oo / -- BUYER MEET '~A SHEET TOTALS BLIYER ~ -- BUYE~ .~ t l ~ 7 BUYER ~ ~_ = s ~ ~, $ .~.~o__ : $~'~ ~ BUYER ~ ~ fl ~ ~ ~ ~s ~.oo ~ 7,~ UEM ~ e--~ BUYER -- H'ET'X~ S""E' TOTAl $ RUNNING TOT'L S~ ~~ SHEET ,~// SHEET TOTAL ' RUNNING TOTAL S~~ LOT~ ~ I1EM ~/~ ~t ~/~-~ ITEM ITEM_ ~ ITEM ~/~ ~_mP -- 8 BUYER BUYER~ BUYER ~/ 13 ITEM~OP¢~¢ m¢~ 'TEM~ Z¢% r ITeM BUYER -- BUYER / ~2~:~ BUYER ~- 6 BUYER~ /~¢ BUYER__ ~ BuYE~ ~ 9 ITEM ~ ~ - - ~ ~TEM :LC ~-~ ITEM ;HE, ,~ SHEET ,OTAL $ RUNNrNG TOTAL$ 1~,~__ SHEET ': ~ SHEET TOTAL $~ ~ ~UYER ~ ~ gUYER. BUYER. . - ,~ ) 8 BUYER [.~ 7 - ~BUYER__/~7 __ ~ = $ /~O~ ~ ~uvl:~ /~ ~ ~uw~ ~/ ~2 ~ BUYER UEM BUYER___ /~ 7 4 BUYER -- BUYER - 8UYEa_ BUYER ~ ~%UYER__ BUYER ' BUYER ~ BUYER ~TEM ~/~ ~ ~ O~ ITEM ITEM ~¢ ~A~ I~ ¢c~pP~% ITEM BUYER / / ~ BUYER__ ~ ~ BUYER ~_ ~ = s_ · . __e. ~ $ 1' ~2 ,, e -' s 7.~ ~EM ~ H O A C t'I ITEM BUYER ~ ~ BUYER ~ /1~ ~ -- BUYER_ /~ BUYER eUYER 5 7 '%UYER ,~ ~ 1 ~UYER e ~ 1%UYER ITEM ~ IT HEET ,__~ ~ SHEET TOTAL$ RUNNING TO'AL S~ SHEETk~' __~'~' = ~ 'SI JEET TOTAL $ BUYE~ - /~7 8BUYER BUYER__ = $ BUYER / 05- I~UYER ITEM ~ r~ ITEM ~ BUYER BUYEn. /~ ~ *~ s__.~o L~__~- = ~ W.oo_ ITEM .... ~ ' s ~Y.o~ ~ BUYER ~"EET ,~ SHEET TOTAL$ BUYER BUYER ~-~ ~@~~ = BUYER ITEM ~~ BUYER ITEM ~ BUYER ITEM _ BUYER ITEM ~ COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION PO BOX 2B060! APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE HARRISBURG, PA 17118-0601 OF DEDUCT/ONS AND ASSESSMENT OF TAX REV-lS47 IX AFP (09-04) DATE 11-29-200q ESTATE OF NOLFORD EDNA DATE OF DEATH 12-$1-2005 FILE NUHBER 210q-O009 ~..L~J -~ ~ .....'~:. ACN 101 DAVID H RADCLIFF ESQ ~()~i ~"~ ~.~,..~r.; COUNTY CUHBERLAND RADCLIFF LAW OFFICE Aeoun~ ReeA~ed ZO ERFORD RD STE I LEHOYNE PA ~0~ HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF NZLLS CUHBERLAND CO COURT HOUSE CARLZSLE, PA ~7015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NOLFORD EDNA N FILE NO. 21 0~-0009 ACN 101 DATE 11-29-200~ TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Es~a~e {Schedule A) (1) 17~000.00 NOTE: To Ansure proper 2. S~ocks end Bonds (Schedule B) {2) ~5z888.68 credA~ ~o your accoun~ 5. Closely Held S~ock/Per~nershAp In~eres~ (ScheduZe C) ($) .00 submA~ ~he upper por~Aon ~. Mortgages/No,es ReceAvable [Schedule D) (q) .00 of ~hAs fore wi~h your 5. Cash/Bank DeposA~s/MAsc. Personal Proper~y (Schedule E) ($) lq9~725.06 ~ax payeen~. 6. doAn~ly Owned Proper~y (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. To,al Asse~s (8) $67,611.7q APPROVED DEDUCTZONS AND EXEMPTIONS: 2q,9q7.18 9. Funeral Expenses/Ade. Costs/MAsc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gege LAebAIA~Aes/Liens (Schedule I) (10) 5;q55.97 11. Tolel Deduciions (11) 12. Ne~ Value of Tax Re~urn (12) $$7,210.59 15. Charitable/governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 lq. Ne~ Value of Es~a~e Sub~ec~ ~o Tax (lq) $$7,210.59 NOTE: Zf an assessment ~as issued prev/ously, lines lq, 15 and/or 16, 17, 18 and 19 ,ill reflect flgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amoun~ of Line lq a~ Spouse1 ra~e (1E) .00 X O0 = .00 16. Aeoun~ of LAne lq ~axeble e~ LAneal/Class A re~e (16) $$7,210.59 X Oq5: 15,17q.q8 17. Aeoun~ of LAne lq a~ SAblAng ra~e (17) .00 X 12 = .00 18. Aeoun~ of Llne lfi ~axeble a~ Collateral/Class B ra~e (18), .00 X 15 : .00 19. PrincA~al Tax Due (19)= 15,17q.q8 TAX CREDZTS PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 0~-25-200q CD005709 756.8q lq,O00.O0 09-27-200q CDOOqq29 .00 q~7.66 TOTAL TAX CREDIT I 15,17~.50 BALANCE OF TAX DUEl .OZCR ZNTEREST AND PEN. . O0 TOTAL DUE .02CR IF PAID AFTER DATE INDTCATED~ SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS RE{IUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUEc--,~// A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section PAYHENT: Detach the top port[on of this Notice and submit e[th your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT REFUND (CR): A refund of a tax credit, ah[ch was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-ISIS). Applications are available online at wwe.revenum.stata.pa.us, any Register of N[11s or Revenue District Office, or from the Department's Z4-hour ansaering service for fores orders: 1-BOO-56Z-Z050; services for taxpayers aith special hearing and/or speaking needs: 1-800-447-50Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appra[sment, a11oaanca or disallowance of deductions or assessment of tax (including discount or interest) as shoHn on this Notice may object within 60 days of the date of receipt of this notice by filing one of ~ha folloH[ng: A) Protest to the PA Department of Revenue, Board of Appeals. You amy object by filing a protest online at HHH.boardofappeals.state.pa.us on or before tho expiration of the sixty-day appeal per[od. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals Habs[te. You may also send a Hritten protest to PA Department of Revenue, Board of Appeals P.U. Box ZBlOZ1, Harrisburg, PA 171ZB-lOZ1. Petitions may not be taxed. B)Election to have the matter determined at the audit of the account of the personat representative. ADH[N- C) Appeal to the Orphans' Court. [STRATIVE CORRECTIONS: Factual errors discovered on this assessment should ba addressed in Hr[ting to: PA Department of Revenue, Bureau of individual Taxes, ATTN: Post Assessment Rev[eH Unit, P.O. Box 280601~ Harrisburg, PA 171Z8-0601 Phone (717) 7&7-6505. Sam page 5 of the booklet "instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid Hith[n three [5) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is ellaHed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the toter of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time per[od as you Hould appeal the tax and interest that has been assessed as indicated on this not[ca. INTEREST: lntmrest is charged beginning H[th first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes Hhich became delinquent before January 1, 198Z bear interest at the rate of six (BI) percent per annum calculated at a daily rata of .000164. All taxes Hhich became delinquent on and after January l, 198Z will bear interest at a rate which Hill vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~"~)"~8-199X XIZ .OOO~Ol ~ 9Z .000247 198~ 16Z .000458 1992 92 .000247 2002 62 1984 llZ .O00SO1 1993-1994 72 .000192 2003 52 .000137 1985 13Z .000356 1995-1998 9Z .O00247 2004 4Z .O00110 1986 IOZ .000274 1999 7Z 1987 lOX .000274 ZOO0 7Z .000192 --Interest is calculated as folloHs: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent Hill reflect an interest calculation to fifteen (15) days beyond the date of the assasseant. If payeent is made after the interest computation date shoHn on the Not[ce, additional interest must be calculated. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: EDNA W. WOLFORD Date of Death: 12/30/2003 21-04-0009 Adrnin. No.: Will No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is yes, state the following: A.Did the personal representative file a final account with the court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's account is: C. Did the personal representative state an account informally to the parties in interest? Yes x No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: }¢~/~ o~-~~~*/~,~E~s~q Si~n~d H. Radcliff · Name (Please type or print) 20 Erford Road, Ste 200 C~ ~ Lemovne. PA 17043 ~ ~ C~- : Address ~.- O ~ (717) 236-9318 ~ --c _n' ' ~'-'. Telephone No. ~ ~:~ Capacity: Personal Representative x Counsel for Personal Representativ~ R.W. - 27