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Home My WebLink About08-11-08- ~ 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po sox 2aosol INHERITANCE TAX RETURN ., Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~~ ~ ~ 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth ' 06/23/2008 05/05/1925 Decedent's Last Name Suffix Decedent"s First Name MI WOLFE JR 'MILTON ' E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI _ _ _ _ WOLFE EVELYN ' G Spouse's Social Security Number 180-22-7226 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ _ _ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ : 1. Original Return 2. Supplemental Return ~; ".:~ 3. Remainder Return (date of death .., 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received _.: 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) prior to 12-13-82) _..~.r 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes A,:., 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Robert Wolfe ; (717) 737-725 - -• Firm Name (If Applicable).. _ _ _ _ '~~.4.: ~ a. REGISTER t)F'WILLS U~E-ONLY ,) First line of address. _ __ . 1214 Highlander Way ~ ~ _..A Second line of address. _ _ _ _ _ - _~ City or Post Office _ _ _ _ - .........State ZIP Code __ DATE FILED __ Mechanicsburg ' PA ,17050 Correspondent's a-mail address: robert.wOlfe1 @navy.mil Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representa d on all information of which preparer has any knowledge. OF PERSON RESPONSIBLE FOR FILING RETURN DATE Q b ADDRESS ~ (J SIGNATURE OF PREPARER HER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 REV-1500 EX Decedent's Name: MILTON RECAPITULATION " ........... .. ~_... 15056052059 E WOLFE 1. Real estate (Schedule A) ............................................ . 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. i 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. ', 1,360.00 6. Jointly Qwned Property (Schedule F) ~::~:;= Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G) `"":-% Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. ' 1,360.00 9. Funeral Expenses i;<Administrative Costs (Schedule H) ..................... 9. ' 9,967.00 !; 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................ 10. '' 11. Total Deductions (total Lines 9 & 10) ................................... 11. 9,967.00 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ! 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ' 0.00 _ __._r__ ..., _~.~... .. ~__.~. ..,......_ . w _.. . . .. . . 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_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable _ , at sibling rate X .12 17. _ , 18. Amount of Line 14 taxable _ at collateral rate X .15 18. 0.00 19. TAX DUE ................................................... ~. _. _ ~_ . _ _.. ._._ ._ . ____~__~ ._,._.,,,,, .~,._ ............ .... __._.__ _ ......19.. __ _ _. _. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~,.,. 15056052059 Side 2 15056052059 REV-1500 FX Page 3 Decedent's Complete Address: Flle Numba~ DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER MILTON E WOLFE 196-14-4860 STREET ADDRESS 4402 Royal Oak Drive CITY Camp Hill STATE Pa ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2, CreditslPayments A. Spousal Poverty Credit _ B. Prior Payments _ C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in ova! on Page 2, 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (56) 0.00 0.00 0.00 0.00 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 :................................................................................ .......... ^ 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 property within one year of death without receiving adequate consideration? .................................................................................................... .......... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... .......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................................................................................................. .......... ^ 0 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. §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 zero (0) percent [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 zero (0) percent [72 P.S. §9116(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. §9116(1.2} [72 P.S. §9116(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. §9116(a)(1.3)]. Asibling 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-1548 EX+ (6-98~ COMMONWEALThi OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Milton E. Wolfe, Jr. InGude 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. (It more space is needed, insert additional sheets of the same size REV-1511 EX+ (12-99) SCHEDULE N . COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Milton E. Wolfe, Jr. _ __ Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. Malpezzi Funeral Home 6,467.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative{s) Social Security Number(s)tEIN Number of Personal Representative{s) _ Street Address City: State' Zip Year(s) Commission Paid: , 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Evelyn G. Wolfe street Address .:4402 Royal Oak Road City Camp HiH state Pa _Zip 17011 Relationship of Claimant to Decedent SpOU5e 4. Probate Fees 5. Accountant's fees 6. Tax Return Preparer's fees 7. TOTAL (Also enter on line 9, Recapitulation) $'' 9,967.00 (If more space is needed, insert additional sheets of the same size) RSV-1513 EX+ (9-CQ) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Milton E. Wolfe, Jr. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE ~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)l 1 Evelyn G. Wolfe, 4402 Royal Oak Road, Camp Hill, Pa. 17011 Surviving Spouse 100% ~ ~ 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) LAST WII.L arm TESTAI~31T OF MILTON E. WOLFS ~ I, P4ILTON E. WOLFS, of Hampden Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other wills by me at any time heretofore made. I. I direct that my Executrix hereinafter named shall pay all my just debts and funeral expenses as soon as cor-veniently may be dare after my decease. II. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my wife, EVELYN G. WOVE, if she survives me by a period of thirty (30) days. If my said wife does not survive me by a period of thirty (30) days, then this gift to her shall be divested, and I then give, devise and bequeath ~~my estate as follows: ', A. One-half (1/2) unto my son, ROBERT E. WOLFS, II. '~ B. One-half (1/2) unto my dau~ter, MfAR('{ARE'P ANN WOLFS. III. I hereby nominate, constitute and appoint my wife, EVEI.YN G. WOLFS, as E~oecutrix of this, my Last Will and Testament. If the said Evelyn G. Wolfe should predecease me, fail to qualify ox cease to act as such, then ~~I nominate, constitute and appoint my son, ROBERT E. WOLFS, II, as Executor. IV. I~ No fiduciary acting under this Will shall be required to post ',,bond in this jurisdiction or in any jurisdiction in which he may act. Lew erncu JON /. LA/AV[11 ,wt .Yi.e..^e,r Page one Of tWO Pages ,tR CYWp1NY,, M. ~. . 1 .1 ti ~ ~ ~~V ~ ~ ~' ~ IN WIT[~.SS WHFRFAF, I, 24II.TON E. WCILFE, the Testator, have motto this, my Last Wi11 and Testatrnnt, set my hand and seal this Z > ''`p day of ~-F~~- Lc,t. y-zi r A. D. , 1979. ~/ (SEAL) SIC~IED, SEALED, PUBLISHED and IIECZARF~D by MILTON E. WOI.FE, the above-named Testator, as and for his Last Will and Testament in the presence of us, wt» have heretmto subscribed our names as witnesses at his regt~st, in the presence of the said Testator and of each other. ~ ~ '~U. J t~2.z~-._.z_ ~ c~~-~.v..~~12 taw erne[• JON ~. L~IAV CR 11! tMllle etR[[r [ew eeu~[Iluwo, -~. Page two of two Pages INVENTQRI' REGISTER OF WILLS OF Cumberland COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland SS ~ye /4 n G'. Leto / fe COUNTY, PENNSYLVANIA File Number ~ 1 ' ~ b ' f~ ~-~ Personal Representative(s) of the Estate of Milton E. Wolfe, Jr. deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- ~~J'~'.u~ ~-.,~ tory are true and correct. I understand that false state- ___- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) DATE OF DEATH 06-23-08 (Address) (Telephone), LAST RESIDENCE 4402 Royal Oak Road, Camp Hill, Pa. 17011 FIGURES MUST BE TOTALED 1994 Plymouth Acclaim Personal Property (Attach additional sheets as needed) DECEDENTS SOC. SEC. NO. 1,160.00 200.00 ._. ~-; ..r .c ~~C7 ~. ~ -, s-7 `--; -- :-.- _. -; ~'-, -` TOTAL: 1,360.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative include the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Pa. C.S. ~` 3301(6)) (Supreme Court LD. No.) Form RW-09 rev. 10.13.06 1214 Highlander Way Mechanicsburg, PA 17050-8301 August 8, 2008 Register of Wills Cumberland County Offices 1 Courthouse Square Carlisle, PA 17013 Dear Sir or Ma'am, I am submitting the enclosed, three documents on behalf of my mother, Evelyn Wolfe, and have included a check for $30 to cover the $15 filing fee for the Inventory and the Inheritance Tax Return. I've also enclosed a stamped, self-addressed envelope, and request that you would return to me one copy of each of the three documents, marked as received and time-stamped. If you have any questions or require additional information, I can be reached by phone (645-1052) or e-mail (rwolfe8808@cs.com). Thank you very much for your assistance. Sincerel , Robert E. Wolfe, II r-: c-~ `' r CJ ~= ~ . .J 7 C"l ~~ _.. __ Y.._-. '_' C.y~ ~~ - .~~ 1, _ ' ~ ~' ~~:.1 ~~ N .. ~7 ~.^ 61 *, ,tst_j.; ~;> ~t ;. , ;:, ~ _ o ~ ~ ~ ~ ~ J ~ --- V cn ~C Q ~ 0. ~ ~ ~ J W ~ ~ ~ ~ ~ ~ ~ ~ ~ v ~ ~ ~ ~ v ~~a oa 3~ m LLI ~ J ~L~ .~'~