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Home My WebLink About03-0950F_.~za~e of Ida M. Wolfe also known ~ No. To: ~ltilNl' OF Deceased. Soctat Security No. 169-62-1065 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/a$~ 18 years of age or older an the execut or in the last will of the above decedent, dated June 19, 2002 ' and codicil(s) dated Register of Wills for the County of Cumberland Commonwealth of Pennsylvania in the named (state relevant circnmstanc,'~, e.g. renunciation, death of executor, ~c.) Decendent was domiciled at death in Cumberland . __.,,__,Cotlnty,,Pgnnsylv~nia, with h er _ last family or principal rCsiderlce at 412 15th St., t~ew cumr)er~_ana ~orougn, Cumberland County, _vennsyzvanxa Decendent, then at 412 15th St., (list street, number and mtmcip:tlity) 82 ~ ,yeal;s of~age~,ciied October 26, 2003 New ~umDer±ano, ~A Except a~ follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; wa~ not the victim of a killing and wa~ never adjudicated incompetent: -- Decendent at death owned property with estimated values ~ follows: (If domiciled in Pa.) All personal property $ 8,500.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate i94 Pennsylvania situated as follows: 12 15th Street, New Cumberland Borough, $ 135,000.00 Cumberlang County, WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; admnmtration c.t.a.; administration d.b.n.c.t.a.) theron. ' Michael Wolfe 501SkTline Road New Cumberland, PA 17070 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3,,. aa COUNTY OF C;~E~tL~Z) The petitionerfs) above-named sw~(s) or affix(s) that the ~enm in the foregoing ~etition are true and correct to the best of the knowledge ~d befief of pe~fion~s) ~d that ~ person~ represen- tative(s) of the above decedent petitioner(sfwiR w~ ~d.t.~~ter the ~tate aeeorffing to law. S::rn to or af~v~d subscribed c ~~ ~~ ~efore me this /~' day of ] ~ Es[ate of Ida M. Wolfe , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ,~~?~_~.~.c./,/~ /~f~ in consideration of the petit/on on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 19, 2002 described therein be admitted to probate and filed of record m the trot w~l of tala ~. ~olfe and Letters Testamentary -~- · are hereby granted to Michae;b Wolfe FEES :~,r_obate, Letters, Etc ..... Short Certificates( ) .......... Renunciation'. ............... $_ ~ $. Filed ~p~./.~..~~ ............. ,~ Register of Wills lYa~i~d~ H. '~Stor~e #39785 AT"FORNEY ('Sup. Ct. I.D. No.} 414 Bridge St., New Cumberland, PA 17070 ADDRESS 717-774-7435 PHONE REGISTER OF WILLS O~UMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS DAVID H. STONE (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw Ida M. Wolfe the testat ~cix , sign the same and that he signed as a witness at the request of testat rix in h er ,,, presence and (ilv~l~:~m'~:~l~Ya~C'Ya:~YB~i~ (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this \~x~x,~ day of Register NOTARIAL SEAL~--'~_ CAROL L. TROXELL, No~ Pub. linc N~Commission Expires D~27, 2005 New Cumberland Bom. cuml~dancl Co_. 414 --..___~.~_~_ (Na~ne)___ DAVID . BRIDGE ST., NEW CUMBERLAND, STONE PA 17070 (Address) (Name/ (Address) REGISTER OF WILLS OF~_ COUNTY tO the best of k~d belief.~ Sworn to or affixed ~d subscdb~~ me this day of Register (Name) (Name/ (Address) REGISTER OF WILLS OF' C~BER~,A~D COUNTY OATH OF SUBSCRIBING WITNESS KAYE R. LUCKEY (mct~) a subscribing witness to the will presented herewith, ~) being duly qualified according to law, depose(s) and say(s) that she was present and saw Ida M. Wol£e the testatrix , sign thc same and that she signed as a witness at the request of testat rix in h er presence and (ili:~l~l~~trze~]i:~i{L~r~ (in the presence of the other subscribing witness(es)). Sworn to or a.(firmed and subscribed before me this _ \~'x day of % Register NOI^FllAL SF_~L CAROL L. TROXELL, No~ Public New Cum~rland Boro. Cumberland Co. My Commi~ion Expir~ Dec. 27, ~ (Na,/~e) KAI~ ~. LUCKEY 414 BRIDGE ST., NEW CUMBERLAND, PA ].7070 (Address) (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being d accordin depose(s) and say(s) that __ _ familiar with the sign~ of "-.., , ~dicfl testat._.____ of (one of the sub~c_ribing witnesses to)the '~ P~ii.es~t'~lx.herewith and to the b'esf~o~f~.. ~-,,, ~~e and belief. Sworn to or me this _ day of ~ ,,..~ (Name) Register (Name) (Address) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as l.ocal Registrar. The original certificate will be forwarded to the State Vital Records O£fice for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograpl~ No. ~ Date COMMONWEALTH OF PENNSYlVANIA ° 0EPARTMENT OF HEALTH ° VITAL RECOROS CERTIFICATE OF DEATH .,~E~CEO ....... . ..... ~ F~le [" 169 -- 62--1065 ~,.~to~r~26, ,. I~ M. Wolfe , O~E~,RTH I 8~H~CE,C.~m [~E~s~'"~ .......... ~2~ '~OTHER: , v.15 2Ul ~orK ucy.~ - I ~= ...I ..... ~--I : I."° , ~. ~.. ,_o...~o ....... .o.~,., ~""~" / .,- '~_.Zk----1----d I 412 15th Street I.--.~" ..... ' h~ker .... Jz .... ~c~m's ,~, 0 ~ ~ Ne~ C~=La~, ~A 17070 ~-~ .~,~...~ ~,F,~..~. ~, Alver ta Willi~ R. ~rch .ine Road New PA 17070 Michel Wolfe ~O ~ ~..O .~ 28, 2~3 B~ Cr~tory Grant. lie, PA 17028 D~JE ~ K~ ,AS ,~CO~E~U~PtCE 0~** [] Row~-b 6. ep\wills\WOLFEida\6-02 LAST WILL AND TESTAMENT OF IDA M. WOLFE I, IDA M. WOLFE, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I hereby forgive any debts owed to me by any of my ITEM I: children. ITEM II: I devise and bequeath any remaining interest I may have at my death in the business known as Red Wolfe's Gobble and Complete Call, including patents, accounts receivable, trade names, and inven- tory subject to any accounts payable thereof to my son, MICHAEL WOLFE, provided he survives me. ITEM III: I bequeath my two (2) gravesites at Emanuel Cemetery, Lewisberry, Pennsylvania, to my son, MICHAEL WOLFE. ITEM IV: I devise the residue of my estate, of whatever nature and wherever situate, in equal shares as follows: A. One share to my son, MICHAEL WOLFE, or to his issue, per stirpes. B. One share to my son, DAVID G. WOLFE. Should my son, DAVID G. WOLFE, fail to survive me, I devise his share to his wife, SARA WOLFE, and in default thereof, to the issue, per stirpes, of my son, DAVID G. WOLFE. Page 1 of 3 C. One share to my daughter, REBECCA BOWLES, provided she survives me. Should my daughter, REBECCA BOWLES, fail to survive me, her share shall be distributed as follows: MICHAEL WOLFE. ITEM V: last will. ITEM VI: 1 2 3 4 5 6 $1,000.00 to each living child of REBECCA BOWLES. $1,000.00 to each living child of MICHAEL WOLFE. $1,000.00 to BARBARA WOLFE. $1,000.00 to my grandson, TIMOTHY WOLFE. $1,000.00 to my granddaughter, JODI LOPER. Ail the rest, remainder and residue to my son, I appoint my son, MICHAEL WOLFE, Executor of this my I direct that my Executor retain the firm of Stone LaFaver & Stone to aid in the administration of my estate. ITEM VII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, IDA M. WOLFE, have hereunto set my hand day of ~~1 , 2002. and seal this IDA M. WOLFE Page 2 of 3 SIGNED, SEALED, PUBLISHED and DECLARED by IDA M. WOLFE, the Testatrix above named, as and for her Last Will and Testament, and 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. Wi~'~ --v-- Address A~dress Page 3 of 3 LAST WILL AND TESTAMENT OF IDA M. WOLFE STONE, LAFAVER & SHEKLETSKI A PROFESSIONAL CORPORATION ATTORNEYS AT I-AW 414 BRIDGE STREET NEW GUI~IBERL2~D, PA 17070 COMMONWEALTH OF PENNSYLVANIA ~)E;;,~RTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 003448 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 169-62-1065 FILE NUMBER: 2103-0950 DECEDENT NAME: WOLFE IDA M DATE OF PAYMENT: 01 / 16/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,000.00 REMARKS: DAVID H STONE, ESQ CHECK//10 SEAL TOTAL AMOUNT PAID: $5,000.00 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES D~PT. 28O601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003447 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA ........ fold 17070 ESTATE INFORMATION: SSN: 503-28-3161 ACN ASSESSMENT CONTROL NUMBER AMOUNT FILE NUMBER: ~ DECEDENT NAME: ~, WATSON D~/~AN DATE OF PAYMENT.""L'---~~4 EC POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 09/16/2002 101 $5,000.00 TOTAL AMOUNT PAID' $5,000.00 REMARKS: SEAL CHECK# 10 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS STONE, LAFAVER & SHEKLETSKI A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 414 ~l~u~ ~TREET NEW CUMBERLAND, PA. 17070 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) I c~,rlify ~:hal no%ice of beneficial interes~ ~equired by Rule 5.6 (a) of the Orphans' Court rules was served on or mailed :o the following bene_~iciaries of lhe above captioned estate on February 9, 2004. Hichael N'ol fe 501 Skyline Road New Cumberland, PA 17020 David ~ ,~. Wolfe 1816 Pine Stree- Camp Hill, PA 170~ 1 Rebecca Bowles 905 W. Third Street Bloomington, IN Notice has now been given to all persons entitled ~here:o Rule 5.6(a) . / Date: .,< ":i' 'kl ~1 r Il David 'HIll.'"' ~{oR'%, Esquirt~ ~1~ , Bridge Street New Cumberland, PA 17020 717-774-7435 Capaci%y: Personal Representative Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3891 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 169-62-1065 FILE NUMBER: 2103-0950 DECEDENT NAME: WOLFE IDA M DATE OF PAYMENT: 05/03/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/26/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $655.0O TOTAL AMOUNT PAID: $655.00 REMARKS: DAVID H STONE, ESQ SEAL CHECK//19 INITIALS: AC RECEIVED BY.' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21. COUNTY CODE -- 2005 0950 YEAR NUMBER DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ ~olfe Ida Z M 169-62-1065 t~lLI DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DP-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 0'" 10/26/2003 I 11/15/1920 REGISTER OF WILLS LI.I (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER D. Z Z 0 I×1 1, OriginalReturn I I 2, SupplementalReturn [-~ 3. Remainder Return (date of death prior to 12-13-8 ~ 4, Limited Estate I--~ 4a. Future Interest Compromise (date of death after 12-12-82) [~ 5. Federal Estate Tax Return Required ~ 6. Decedent Died Testate (Attach copy of Will) I--~ 7. Decedent Maintained a Living Trust (Attach copy of Trust) -- 8. Total Number of Safe Deposit Boxes E~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death b ...... 1231-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A) THIS SECTi:ON MUST BE: COMPLETED, ALL CORRESPONDENCE AND :CONFIDENTIAL TAX INFORMATION:SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS David H. Stone, Esquire FIRM NAME (If Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 17-774-7435 414 Bridge Street New Cumberland, PA 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) O. Jointly Owned Property (Schedule F) (6) ~ Separate Billing Requested 7. Inter-VivosTransfers & Miscellaneous Non-Probate Property {7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) I 1. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 137,500 0 0 492 8,508 0 (8) 14,850 140 (11) (12) (13) 17070 ~ IG~L USE ONLY I 146,500 14,990 131,510 0 131 510 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 91 15 (a)( 1.2) 16. Amount of Line 14 taxable at lineal rate 1 7. Amount of Line 14 taxable at sibling rate 18, Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 x.O O. 00(15) 0 131,510 x.O45 (16) 5,918 0 x .12 (17) 0 0 x .15 (18) 0 (19) 5, 918 >> BE SURE TO ANSWER ALL:QUESTIONS ON REVERSE StDE AND RECHECK MATH < < HASPXXNUMBER Decedent's Complete Address: STREET ADDRESS 412 15th St. Cumberland Co. CITY STATE I ZIP New Cumberland PA J 17011- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty o 5,000 263 o o Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) (1) 5,918 5,263 o 0 655 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) 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. (SA) 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 655 Make Check Payab/e 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; ....................... i~ ~-~ b. retain the right to designate who shall use the property transferred or its income; ......... ~ ~ c. retain a reversionary interest; or ................................ r~ ~ 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? ............................ r~ ~ 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? ................................ ~ ~] 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 perjury,~are 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 prep~,9~,~m~,~nan the personal representative is based on all informati~pn of which preparer has any knowledge. A~SS~ DATE 501 Skyline Road ~ ~/-~2~-~ SIGN~OT/~ER~.N~REPRESENTATIVE New Cumberland, PA 17070 (IL, ~ 414 B~ Street DATE New Cumberland, PA 17070 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 3% [72 P.S.§ 9916 (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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling 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. § 911 §(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 4.596, except as noted in 72 P.S. § 911 §( 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 12% (72 P.S. § 911 §(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. HASPXXNUMBER REV-1502EX * (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Ida M. Wolfe 21 2003 0950 All real property owned solely or as a tenant in common must be reported at fair I~larket value. Fair rnarket value is defined as the price at which property would be exchang( 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 jointly-owned wi1 right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Property located at 412 West 15th St., New Cumberland, Cumberland Co., PA sold to W. Curtis Miner and Jeanne M. Brown, husband and wife on January 9, 2004 TOTAL (Also enter on line 1, Recapitulation) $ VALUE AT DATE OF DEATH 137, 500 137,500 HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANI( DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Ida H. Wolfe 21 2003 0950 Include the )roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule ITEM NUMBER DESCRIPTION Blue Cross-refund Comcast-refund on tv cable Donegal Insurance-refund on homeowners insurance Highmark BC/BS-refund UGI-refund TOTAL(Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 75 5 139 218 55 $ 492 HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Ida M. Wolfe 21 2003 0950 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Wol re, Michael 501 Skyline Rd, New Cumberland, PA 17070 Son JOINTLY-OWNED PROPERTY: L~ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT similar identifying number. Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 6/15/1970 ,Citizens Bank-Checking Acct. #6100713156 joint w/Michael Wolfe on June 15, 1970 17,016 50.000 8,508 TOTAL (Also enter on line 6, Recapitulation) $ 8,5 0 8 HASPXXNUMBER (if more space is needed, insert additional sheets of same size) REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ida M. Wolfe 21 2003 0950 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: 1. Cremation Society- funeral services 2 Garden Path-flowers for funeral DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) /EIN Number of Personal Representative(s) Street Address City State PA Zip Year(s) Commission Paid: Attorney Fees 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland Law Journal-adv. grant of letters Deposit held on sale of property by decedent at Citizens Bank PAWC-water service at property Total from continuation pages TOTAL(AIsc enter on line 9, Recapitulation) $ 14,850 AMOUNT 1,515 249 7,325 263 75 3 000 27 2 396 HASPXXNUMBER (If more space is needed, insert additional sheets of same size) Estate of: Ida M. Wolfe Item No. Description Schedule H part 2 (Page 2) Amount 10 11 12 13 PPL-electric at property Probate fees Register of Wills-Filing Inheritance Tax Return and Inventory Reserve for closing expenses Robert Harding-trash removal at property Settlement costs on sale of property ($1435.33) less reimb, on taxes ($629.94) The Patriot News Co.-advertising grant of letters Turf Tech-lawn service at property UGI-gas service at property Verizon-telephone service at property 50 263 25 200 120 8O5 109 240 553 31 Total (Carry forward to main schedule) 2,396 REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ida M. Wolfe 21 2003 0950 Include unreimbursed medical expenses, ITEM NUMBER DESCRIPTION Covista LD Service-debt Home-Aid - homecare Physicians at Rehab-debt decedent Quantim-xray services of TOTAL(Also enter on line 10, Recapitulation) $ AMOUNT 52 73 11 140 HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Ida M. Wolfe 21 2003 0950 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLEDISTRIBUTIONS[includeoutrightspousaldistributions, andtrans~n underSec. 9116(a)(1.2)] Rebecca Bowles 1580 Sanders First Street East Bloomington, IN 47401 33.333333% Residue: 43,837 David G. Wolfe 1816 Pine Street Camp Hill, PA 17011 33.333333% Residue: 43,837 Total from continuation pages Daughter ~on 43,837 43,837 43,837 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEFT NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ HASPXXNUMBER (If more space is needed, insert additional sheets of the same size) · Schedule J part 1 (Page 2 Estate of: Ida M. Wolfe Item No. Description Relation Amonnt Michael Wolfe 501 Skyline Rd New Cumberland, PA 17070 33.333333% Residue: 43,837 Son 43,837 Total (Carry forward to main schedule) 0 ~~~:.,,~n.:,~,.:'...' ' ' :.' :: . :.: · : · · ..:... ~ST WILL OF IDA M. WOL~ I, IDA M. WOLFE, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I hereby forgive any debts owed to me by any of my ITEM I: children. ITEM II: I devise and bequeath any remaining interest I may have at my death in the business known as Red Wolfe's Gobble and Complete Call, including patents, accounts receivable, trade names, and inven- tory subject to any accounts payable thereof to my son, MICHAEL WOLFE, provided he survives me. ITEM III: I bequeath my two (2) gravesites at Emanuel Cemetery, Lewisberry, Pennsylvania, to my son, MICHAEL WOLFE. ITEM IV: I devise the residue of my estate, of whatever nature and wherever situate, in equal shares as follows: A. One share to my son, MICHAEL WOLFE, or to his issue, ~er stirpes. B. One share to my son, DAVID G. WOLFE. Should my son, DAVID G. WOLFE, fail to survive me, I devise his share to his wife, SARA WOLFE, and in default thereof, to the issue, per stirpes, of mv son, DAVID G. WOLFE. Page 1 of 3 C. One share to my daughter, REBECCA BOWLES, provided she survives me. Should my daughter, REBECCA BOWLES, fail to survive me, her share shall be distributed as follows: MICHAEL WOLFE. ITEM V: last will. ITEM VI: 1 2 3 4 5 6 $1,000.00 to each living child of REBECCA BOWLES. $1,000.00 to each living child of MICHAEL WOLFE. $1,000.00 to BARBARA WOLFE. $1,000.00 to my grandson, TIMOTHY WOLFE. $1,000.00 to my granddaughter, JODI LOPER. Ail the rest, remainder and residue to my son, I appoint my son, MICHAEL WOLFE, Executor of this my I direct that my Executor retain the firm of Stone LaFaver & Stone to aid in the administration of my estate. ITEM VII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, and seal this /'9 day of IDA M. WOLFE, have hereunto set my hand ~,~-~r..~., , 2002. Page 2 of 3 SIGNED, SEALED, PUBLISHED and DECLARED by IDA M. WOLFE, the Testatrix above named, as and for her Last Will and Testament, and 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. Wit~e.~'~ --~- Address ' A~dress Page 3 of 3 re\ded\WOLFEidaEXE DEED THIS INDENTURE made the day of , in the year 2004, between MICHAEL WOLFE, Executor of the Last Will and Testament of IDA M. WOLFE, late of the Borough of New Cumberland, County of Cumberland and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -- A~D - W. CURTIS MINER and JEANNE M. BROWN, husband and wife, of the second part, hereinafter called tl[e Grantees; WHEREAS, the said IDA M. WOLFE became in her lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements thereon erected, situate in the Borough of New Cumber- land, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on October 26, 2003, having first made her Last Will and Testament in writing dated June 19, 2002, duly probated and registered in the Office of the Register of Wills of Cumberland County on November 17, 2003, wherein and whereby she appointed as Executor, the said Michael Wolfe, to whom Letters Testamentary were duly issued by said Register of Wills on November 17, 2003, wherein and whereby said premises hereinafter described were not specifically devised, all as in and by said Will and the records of said Register of Wills more fully ap- pears; NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in consideration of the sum of One Hundred Thirty-seven Thousand Five Hundred and NO/100 ($137,500.00) Dollars which has been paid to her by the said Grantees at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain, sell, alien, release and confirm unto the said Grantees, A/LL THAT CERTAIN tract or parcel of land situate in the Borough of New Cumberland, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at a point on the southerly line of West 15th Street which point is 155 feet West of the southwesterly corner of Oak Lane West 15th Street; thence South 44 degrees 00 minutes East 285 feet to a point at northerly line of land now or late of Levi Brandt Estate; thence along same South 46 degrees 00 minutes West 100 feet to a point; thence North 44 degrees 00 minutes West 285 feet to a point on the southerly line of West 15th Street aforesaid; thence along same North 46 degrees 00 minutes East 100 feet to a point, the place of BEGINNING. BEING premises known as 412 West 15th Street. BEING the same premises which William G. Weil and Jane Elliott Weil, husband and wife, by their deed dated June 9, 1958, and recorded June 19, 1968, in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book M, Vol. 18, Page 240, granted and conveyed unto Gilbert H. Wolfe and Ida M. Wolfe, husband and wife. The said Gilbert H. Wolfe died April 19, 1992, thus vesting title by operation of law in Ida M. Wolfe, his wife, decedent herein. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of her, the said IDA M. WOLFE, at and immediately before the time of her decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE ~ TO HOLD the said lot or piece of ground above de- scribed, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantees, to and for the only proper use and behoof of the said Grantees, forever. And the said Grantor, for herself and her respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantees, their heirs and assigns, that she, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. -3- IN WITNESS WHEREOF, the said Grantor has hereunto set her hand and seal the day and year first above written. Witness (SEAL) MICHAEL WOLFE, Executor of the Last Will and Testament of IDA M. WOLFE COMMONWEALTH OF PENNSYLVANIA: : COUNTY OF CUMBERLAND : SS: On this,.the day of , 2004, before me a Notary Public, the undersigned officer, personally appeared MICHAEL WOLFE, Executor of the Last Will and Testament of IDA M. WOLFE, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. Notary Public -4- I hereby certify that the precise address of the Grantee is Attorney for CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 January 29, 2004 STONE LAFAVER & SHEKLETSKI 414 BRIDGE STREET P O BOX E NEW CUMBERLAND, PA 17070 Estate of IDA M WOLFE Date of Death: Oct 26, 2003 SSN: 169-62-1065 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 412-867-3882. Sincerely, lnga Johnson Operations Services CITIZENS Account Number Account Title Date Opened Account Type Principal Balance as of DOD Interest from Last Posting to DOD 6100713156 IDA M WOLFE OR MICHAEL WOLFE 6/15/1970 Checking $17016.40 $ .00 Account Balance as of DOD $17016.40 YTD Interest to DOD $48.36 A ~, U.S DEPARTMENT OF HOUSING and URBAN DEVELOPMENT , SETTLEMENT STATEMENT OMB No 2502-0265 TITLEPRO ' CORNERSTONELaserp,int LAND TRANSFER, INC. B. TYPE OF LOAN 4705 East Trindle Road ":. I ] FHA 2. [ ] FMHA 3~(] CONV. UNINS Mechanicsburg, PA 17050 4. [ ] VA ~. [ ] CONV. ,NS 6. FILE NUMBER: I 7. LOAN NUMBER: Phone: (717) 730-9664 Fax: (717) 730-9665 30766I 642116818 8. MORT. INS. CASE NO: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked '(p.o.c.)' were paid outside he closing; they are shown here for informational purposes and are not included in the tolals. D NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F NAME AND ADDRESS OF LENDER: W. Curtis Miner Ida M. Wolfe Estate ABN A_MRO Mortgage Group, Jeanne M. Brown Michael Wolfe, Executor Inc. G PROPERTY LOCATION: H SETTLEMENT AGENT: I. SEttLEMENT DATE: New Cumberland, Pa 17070 412 15th Street Cornerstone Land Transfer, Inc. 01/09/04 New Cumberland Borough PLACEOESE]TLEMENT: Cumberland County 4705 E. Trindle Road, Mechanicsburg, Pa J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100 GROSS AMOUNT DUE FROM BORROWER 40O GROSS AMOUNT DUE TO SELLER 101 Contract sales pnce 137500.00 4ct Contract sales price 137500.00 102 Personal property 402 Personal property ~o3 Settlement charges to borrower (line 1400)4 7 6 0. 8 5 403. 104 404 105. 405 Adjustments for items paid by selJer in advance Adjustments for items paid by seller in advance los City/Town lax to 406 City/Town tax 107 County tax lo 407 County tax to 108 Assessments to 408 Assessments lo9 school, 01/09/04to 06/30/04 629.94 4o,. school 01/09/04to 06/30/04 629.94 110 to ~lO. tO 111 411. ~12 412 1;;'0 GROSS AMOUNT DUE FROM BORROWER 142890.79 42o GROSS AMOUNT DUETO SELLER 138129.94 2o0 AMOUNTS PAID BY OR IN BEHALF OF BORROWER SoO. REDUCTIONS IN AMOUNT DUE TO SEt I FR 201 Deposit or earnest money 3 0 00 . 00 501 .Excess deposit (see instructions) 3 000 . 00 2o2. Principal amount of new loan(s) 1 1 0 0 0 0 . 0 0 5o2 Settlement charges to seller (line 1400) 13 8 5 . 0 0 203, Existing loan(s) taken subject to s03 Existin9 loan(s) taken subject to 204 so4 Payoff of First Mortgage Loan 2o5 505 Payoff of Second Mortgage Loan 2O6 506 207. 507. 208 508. 209 509. Adjustments for items unpaid by seller Adiustments for items unpaid by seller 210. Cily/Town tax to 510.City/Town tax to 211 CounW tax 01/01/04to 01/09/04 15.08 5tt. Counly 1ax 01/01/04to 01/09/04 15.08 212. Assessments to 512.Assessments 213. SCHOOL to 513. SCHOOL to 514. 2ts. Swr:$29.04/q 10/1/03-1/.~ 31.83 5ts. Swr:$29.04/q 10/1/03 1/9 31.83 2,6 Ref:$35.60/q 1/1-1/9 3.42 s,s. Ref:$35.60/q 1/1-1/9 3.42 517. 518 519. 220' TOTAL PAID By'rFOR BORROWER 113050.33 520'TOTAL REDUCTION AMOUNT DUE SFI I r:R 4435.33 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM ~FI 301. Gross amount due from borrower (line 120) 14 2 8 90. 7 9 sot.Gross amount due to seller (line 420) 13 8 129.94 302. Less amount paid by/for borrower (line 220)1 1 3 0 5 0.3 3 6o2. Less reduction amount due seller (line 520) 4 4 35.3 3 303. CASH([~FROM) ([ ]TO) BORROWER 29840.46 6ca, CASH ([~TO) ([ ]FROM)SELLER 133694.61 R uy(r or~o; r o'w;,'s Sig"~a'~ Seller's Signature HUD- 1 Rev. 5/86 ~kl I LkMkNI STATEMENT SETTLb-'~ENT CHARGES 3 0 7 6 6 :)KER'S COMMISSION based on price $ ]- 3 7 5 0 0 . 0 0 Division of Commission (line 700) as follows: '"1"O'6 al: $ 0 . 0 0 $ to 702 $ ~o 703, Commission paid at Settlement Page 2 704. 800 ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % 802, Loan Discount % 803. Appraisal Fee to 804 Credit Report to 805. Lenders Inspection Fee lortgage Insurance Application Fee to 807. Assumption Fee 808. Processinq s09, Fld Crt Cody Financial 81o Admin Fee Cody Financial Cody Financial PAID FROM PAID FROM BORROWER'S I SELLER'S FUNDS AT I FUNDS AT SETTLEMENT [ SETTLEMENT ABNAMRO 50.00 50.00 21.50 Mortqage Group, 325.00 811 ' 900 ITEMS REQUIRED BY LENDER TO BE PAiD IN ADVANCE 901 Interest from 01/09/04 to01/31/04 @$ /day 412.85/ ortgage Insurance Premium for mo. to 903. Hazard Insurance Premium for lyrs to ?eerless ]:ns. $395 poc 904 yrs. to 9o5 Def Prm to Cody frm ABN $2475 pocL 1000 RESERVES DEPOSITED WITH LENDER FOR 100t. Hazard insurance 3 mo. @ $ 32 . 92 /mo Mortgage Insurance mo, @ $ /mo. 303 City/Town tax mo. @ $ /mo 98.76 Countytax 12 mo.@$ 51 . 13 /mo. 613 . 5F, 005. Assessments mo. @ $ /mo. mo6 School Tax 8 mo,@$ 111.06 /mo. 888.48 t0o7 mo. @ $ /mo. mo.@$ /mo. -435.05 100. TITLE CHARGES 101. Settlement or cJosing feeto 1102. Abstract or title search to 1103 Title examination to 1104 Title insurance binder to lO5~ Document preparation to t06 Notary fees to Notary Public 14.00 A~torney'sfees [o Stone LaFaver & Shekl( 6.00 (includes above items No.:) 1108 Title Insurance to Cornerstone Land Trane (includes above items No.:) 1102 1103 1104 100 300 81 1109, Lender's coverage $ 110 r 0 0 0 1198.75 tO. Owner's coverages 137, 500 tl. CSL Fidelity National Title 35.00 Cornerstone Land Transf( 10.00 lt3 Tax Cert Robin Gasperetti 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 12ol. Recordingfees: Deeds 38.50 MortgageS 4.00 64.50 Misc. $ 1202. City/countytax/stamps: DeedS 1375. 00MortgageS 12o3 State tax/stamps: Deed $ 13 "7 5 . 0 0 Mortgage $ 1300, ADDITIONAL SETTLEMENT CHARGES 103.00 1375.00 1375.00 10t Survey to ,302. Pest Inspection to 4760.85[ 1400. TOTAL SETFLEMENT CHARGES (enter on lines 103 and 502, Sections J and K) 1385.00 Padies agree thai no liability is assumed by Seltlement Agent for the accuracy of inlormation lumished by others as shown on Ihe HUD-1 Settlement Slalement. Selllement Agenl hereby express reserves the right to deposil any amounts colJecled for disbursement in an interest bearing account in a Federally insured instilution and Io credil any interest so earned lo ils own account as addilional compensation lot ils se~,ices in Ihis Iransaction HUD CERTIFICATION OF BUYERS AND SELLERS I have carefully reviewed the HUD- 1 Settlement Statement and to the best of my knowledge and belief, i~e and accurate statement ut all receipts and disbursements made on my accounl by me in this transaction. I further certih/that I have received a copy of the HU~"-C,~ent St~atemeJ3~ ~ ' .8 uye~df/~ ss& Phone/~ q /r~ ,Seller s New Address & ' Phone: ~~~~~~ . ~ T h e~~/~/~s at~w~ ..... d ................ fthi ......... ion. I .... ~ .... ~r will~u~e Ihe I ...... be disbursed i ...... d ..... i~hi ........... WARN~G;iI'I~i~ ~e~:i~,~ 7~f '~1~%~,i~ ¢~° ,he Un ed S at .... thi .....y similar lorm. Penal, les upon conviclion can include, hne a,d ,mpe,onmenl. Fo, detait, s,e HUD-~ Rev. 5/86 Inventory 'of the real and ~3ersonal estate of Ida M. Wolfe deceased Estate of Ida 1~. f'i£~¥ -3 Wolfe Estate Inv,entory Valued as of D~t.E~of Death Pt :53 Miscellaneous Blue Cross-refund Comcast-refund on tv cable Donegal Insurance-refund on homeowners insurance Highmark BC/BS-refund UGI-refund Total Miscellaneous 75.00 5.32 139.00 218.24 54.73 Real Property Property located at 412 West 15th St., New Cumberland, Cumberland Co., PA sold to W. Curtis Miner and Jeanne M. Brown, husband and wife on January 9, 2004 Total Real Property 137,500.00 49 137,50~.00 Total Inventory $ 137,99 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Michael Wolfe being duly sworn according to law, deposes and says that he is the Executor of the Estate of Ida M. Wolfe ~ate of Borough o._f__N_e~__qumberland , Cumberland County, Pa., deceased and that the Executor within is an inventory made by Michael Wolfe , the sa~d of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. and subscribed before me, ~ic 19 %01 Skyline Rd, New Cumberland, PA 17070 Address Date of Death 26_ 10 2003 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appo;nfment of personal representative. 2. A supplement inventory must be filed wifhln thirty days of discovery of additional assets. 3. Additional sheets may be attached as fo personalty or realty 4. See Article IV, Fiduciaries Act oF 1949. , C C Z ,, .u<O ~: > 7 0 ca O O STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ida M. Wolfe Date of Death: October 26, 2003 Will No. 21-03-0950 To the Register: 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: Yes 1. State whether administration of the estate is complete: 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 personal representative's account is: N/A the (c) Did the personal representative state an account informally to the parties in interest? Yes X No Date: (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. C> 414 Bridge Stree~ New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative est\relkwolfemichael IN RE: ESTATE OF IDA M. WOLFE : LATE OF THE BOROUGH OF : NEW CUMBERLAND, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0950 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, MICHAEL WOLFE, being one of the beneficiaries under the will of IDA M. WOLFE, do hereby ac- knowledge that I have received all sums of money and property due me by virtue of the death of IDA M. WOLFE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, MICHAEL WOLFE, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the ~ day of Witne ~--~L~ ss \. , 2004. MICHAEL WOLFE COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF Q~[~t/WV~ : On this the , day of ~_.. , 2004, before me a Notary Public, the undersigned officer, personally appeared MICHAEL WOLFE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. Notary Publi. COMMONWEAUH OF PENNSYLVANIA NOTARIAL SEAL. TINA M. BURKEY, Notary Public New Cumberland Boro, Cumberland Co. My Commission Expires April '15, 2005 est\rel\wolfrebecca IN RE: ESTATE OF IDA M. WOLFE : LATE OF THE BOROUGH OF : NEW CUMBERLAND, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0950 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, REBECCA BOWLES, being one of the beneficiaries under the will of IDA M. WOLFE, do hereby ac- knowledge that I have received all sums of money and property due me by virtue of the death of IDA M. WOLFE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, REBECCA BOWLES, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day of.&/.~~ , 2004. REBECCA BOWLES STATE OF INDIANA COUNTY OF SS: On this, the /.~F day of .~,..~~~/' , 2004, before me a Notary Public, the undersigned officer, personally appeared REBECCA BOWLES, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. Notary Public est\rel\wolfedavid IN RE: ESTATE OF IDA M. WOLFE : LATE OF THE BOROUGH OF : NEW CUMBERLAND, CUMBERLAND : COUNTY, PENNSYLVANIA : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-0950 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, DAVID G. WOLFE, being one of the beneficiaries under the will of IDA M. WOLFE, do hereby ac- knowledge that I have received all sums of money and property due me by virtue of the death of IDA M. WOLFE, in full satisfaction and settlement of all of my rights and claims under her estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, DAVID G. WOLFE, do by these presents, remise, release, quitclaim and forever discharge the Executor, his heirs, successors and assigns, from the acts of the Executor as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day of ~~ , 2004. Witness DAVID G. WOLFE COMMONWEALTH OF PENNSYLVANIA: COUNTY OF '"'- ~,I~{~V'~'&::i : SS: , 2004, before me a Notary Public, the undersigned officer, personally appeared DAVID G. WOLFE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. -2- Notary Public BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN DEPT. 280601 HARRISBURG, PA 171Z8-0601 DAVID H STONE ESQ STONE ETAL q14 BRIDGE ST NEW CUHBERLAND PA 17070 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRA/SEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 07-26-ZOOq WOLFE lO-Z6-Z005 Z1 05-0950 CUHBERLAND 101 Amoun'l: Rami~ad IDA H HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF WOLFE IDA HFZLE NO. 21 03-0950 ACN 101 DATE 07-26-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a(a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) 3. Closely Held S:kock/Par';narship In,:aras,: (Schedule C) ~,. Nor~cgagas/No~cas Receivable [Schadule D) S. Cash/Bank Daposi~s/Nisc. Personal Propar~y (Schedule E) (5) 6. Jo/n~ly Owned Proper~y (Schedule F} (6) 7. Transfers (Schedule G) (7) 8. To,:al Assa~s APPROVED DEDUCTTONS AND EXEHPTZONS: 9. Funeral Expanses/Adm. Cosmos/Misc. Expenses (Schedule H) (9) 10. Dab~s/Hor~gaga L/abili~/as/L1ans (Schedule I) (10) 11. To,al Deductions 137;500.00 .00 .00 .0O 492.00 8~508.00 .00 (8) 1~,850.00 140.00 ASSESSHENT OF TAX: 15. Amoun~ of L/ne lq a~ Spousal ra~a 16. Amoun~ of L/ne 1~ *axabla a~ Lineal/Class A ra~a 17. Amoun~ of Line 1~ a~ S/bllng ra~a 18. Amoun~ of Line 1~ ~axabla a~ Collateral/Class B ra~a 19. Pr/nc/pal Tax Due TAX CREDITS: PAYH~NT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN PA/D (-) 01-16-2004 CD003448 263.16 05-03-200~ CD00~891 .00 NOTE: To insure proper cradi* ~o your account, submi~ *ha upper portion of *his form w/th your ~ax payaan~. 1~6,500.00 14.-990. O0 13~,':~510. 0 0 ~:~:::? C::~ 00 510: o o 12. Na~ Value of Tax Ra~:urn ~ ~/~(12} ~ 13. Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) g..... ~. (13) 1~. No~ Value of Es*a~e Subjec~ ~o Tax :::~ (1~) ~ NOTE: Zf an assessment ~as issued previously, lines 1~, 15 and/~. I6, 1~ 18 ~d'.~19 ~ill reflect figures that include the total of ALL returns asse~.~d to,ate. :::~'.~.:i~ ,16) 1~1,510. ~ ~ 0~% ~'5~18. O0 ~7) .~'~ 12 ~ .00 ~) .00 x 15 = .00 ~1~)= 5,918.00 AMOUNT PAID 5,918.16 .16CR .00 .16CR 5,000.00 655.00 IF PAZD AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 11, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or far years, the Comeoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Texas at the 1aclu1 Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE= PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ZSTRATZVE CORRECTZONS: DISCOUNT: PENALTY: INTEREST: To ~ulfi11 the requirements of Section 11~0 of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (72 P.S. Section 91~0). Detach the top portion of this Noticm and submit with your payment to the Register of #i115 printed on the reverse side. --Hake check or money order payable to: REG/STER OF NZLLS, AGENT A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-361-Z050; services for taxpayers aith specie1 hearing and / or speaking needs: 1-800-~47-3010 (TT only). Any party in interest not satisfied with the appraisement, alloaance, or disalloeanca of deductions, or assessment of tax (including discount ar interest) as sheen on this Notice must object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17128-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total 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 tiaa period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became deZinquent before January l, 1981 bear interest at the rate of six (6X) percent par annum calculated at a daiIy rate of .00016~. A11 taxes ehich became delinquent on and after January 1, 1981 wiII bear interest at a rate ahich aiIZ vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 ZOX .000548 ~'~'&-1991 111 .000301 ~ 91 .000147 1983 16Z .000~58 1992 91 .000247 2002 61 .000164 1984 112 .000301 1995-1994 7Z .000192 2003 52 .000157 1985 152 .000356 1995-1998 91 .0001~7 2004 ~Z .000110 1986 lOZ .OOOZ7q 1999 7Z .000191 1987 101 .000274 ZOO0 71 .000191 --Interest is calculated as follows: /NTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTNQUENT X DAILY 'rNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date sheen on the Notice, additional interest must be caZculatad.