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Home My WebLink About06-22-10 (2) h 15056071120 REV- O EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 t Harrisburg, PA 17128-0601 - RESIDENT DECEDENT 21 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 201 16 5212 03 25 2010 Decedent's Last Name WOLFE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Date of Birth O1 04 1924 Suffix Decedent's First Name MI JEAN A Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate ~ 4a, Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Retum Required g Decedent Died Testate (Attach Copy of Will) ~ ~• (Attach Copy of Trnuest)a Living Trust 0 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Povert~Credit (date of death between 12-31- 1 and T-1-95) 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 TO: Name Daytime Telephone Number JAMES D BOGAR 717 737 8761 Firm Name (If Applicable) BOGAR & HIPP LAW OFFICES First line of address ONE WEST MAIN STREET Second line of address City or Post Office SHIREMANSTOWN State ZIP Code PA ca Year File Number 10 0355 2 OFFS USE OY ~ ~ n ~ tv +~~ -y C -. ~ ~ awl ~ ~':..~'~ ~ = , . . (:`.~ 7 _ ~ ~.s ''-•..- r/~ Vy~~ W ~ .. ._., DATE FILED '~ :-r~ -~-~ ~ ; ~' r'T I {- ~? ~__ } ... ~ .+ -Y ,. _,~ _- `- - C.~'~ t~J .:r 1 Correspondent's a-mail address: jbogar a~bogarlaw.com Under penalties of perjury, I declare that I have e d this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corre complete. D tion par other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATU SON R N BL ETURN DATE ~_ Glenn C. Thompson f/~~ICJ 9 Morari Drive Dillsbur PA 17019 SIGNAT OF REPARER HER THAN REPRESENTATIVE DATE ~~~,-~ James D. Bogar ~ 1 t ~~ ~~ ice.. - ADDRESS / One West Main Str et, Shiremanstown, PA Side 1 L 15056071120 15056071120 J I ~ 15056072120 REV-1500 EX Decedent's Social Security Number Decedents Name: Jean A. Wolfe 201 16 5212 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)......... 3. 4. Mortgages 8~ Notes Receivable (Schedule D) ........................................................ 4. 5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ............... 5. 2 90 , 123.03 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous ~q Probate Property arate Billing Requested Se 7 ............ p (Schedule G) u . 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 2 90 , 123.03 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 2 8 , 015.7 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 2 8 , 015.7 5 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 2 62 , 10 7 . 2 8 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. 2 62 , 10 7 . 2 8 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. O 0 0 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 0 0 0 16' 0 0 0 . at lineal rate X .045 . 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17' 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 2 62 , 10 7 .2 8 18. 3 9 , 316.0 9 19. Tax Due .................................................................................................................. 19. .3 9 , 316.0 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 L 15056072120 15U56072120 J .` A REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-0355 DECEDENT'S NAME Jean A. Wolfe STREET ADDRESS Church of God Home 801 N. Hanover Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 1,965.80 Total Credits (A + B + C) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. g. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 39,316.09 (2) 1,965.80 (3) (4) (5) 37,350.29 (5A) (5B) 37,350.29 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 x 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 :.................................. ^ ^x x 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?....... ^ ^x 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. 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §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)]. 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. L a Rev-1508 EX+ (6-98) i ~ ~ i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Wolfe, Jean A. 21-10-0355 Include the proceeds 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 F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 PNC Bank -Checking Account No. 5070028335. Date of death balance $32,732.07; 32.732.16 accrued interest $0.09 2 PNC Bank -Savings Account No. 5004876061. Date of death balance $0.09; 0.09 accrued interest $0.00 3 PNC Investments Account No. 1425-0452 -Various investment funds. Total date of 240.850.53 death value $240,850.53. 4 Furniture -Mrs. Wolfe had no furniture or contents of any value. She was a 0.00 resident of the Church of God Home since 2005. 5 Jewelry - 3 diamond rings -per appraisal 9.000.00 6 Church of God Home -Refund 7.255.87 7 Highmark -Prescription drug plan refund 69.46 8 Highmark -Health insurance premium refund 214.92 TOTAL (Also enter on Line 5, Recapitulation) I 290.123.03 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Cp~v~ LEAQING THEtMAY May 3, 2010 Janes D Bogax, Esq. One West Main St Shiremanstown, PA 17011 RE: Jean ,A, Woafe SSN: 201-16-5212 DAD: 03-Z5-2010 Dear Mr, Bogar: in response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checl~iug Account A.ccoutlt # 50700Z833S JEAN A WOLFE GLENN c ~rxolvrnsoN GDS uco DOD balance; $ 32,732.07 + 0.09 accrued interest Interest paid 01-O1-2010 thru 03-25-2010 $ 7.09 STD Savings Account Account # 5004876061. JEAN A, WOLFS GLENN C TROMP S ON GDN UC O DOD balance: $ 0.09 + 0.00 accrued interest Interest paid 01-01-2010 thru 03-25-2010 ~ 0.00 YTD Established: 12-31-2007 Established: 12-31-2007 Please note that this office provides date of death balances for deposit accounts (IRAs, CDs, Checking and . Savings). We do aot process any financial transactions or provide statemeflts. If you need assistance with. any of these iterats, please call .l-SS8-PNC-BANi~ (.t-$85-762-2265) yr stop by your local PNC Bank branch office. Sincerely, National Fican.cial Services Centex PNC Bank, N.A. Member FDIC Page 1 of 1 PN C INVESTMENTS Member FINRA and SIPC April 12, 2010 James D Bogar One West Main Street Shiremanstown, PA 17011 RE: Estate of Jean A Wolfe Date of Death Valuation Date of Death: 03/25/2010 Social Security Number: 201-16-5212 Dear Mr. Bogar: The Date of Death Value for securities held by Jean A Wolfe in her PNCI Account #1425-0452 is as follows: 281.200 shares Artisan Mid Cap Fund @ $18.40 per share 15170.145 shares Blackrock Managed SVC Fund @ $9.76 per share 3629.040 shares Blackrock Liquidity Money Market @ $1.00 per share 1775.524 shares Eaton Vance Large Cap Value A Fund @ $17.52 per share 1102.148 shares American Funds Growth Fund of America @ $28.05 per share 222.314 shares Hartford Growth Opportunities A Fund @ $23.96 per share 121.119 shares J P Morgan Merging Equity Fund @ $21.21 per share 509.924 shares Mainstay ICAP International Fund @ $27.59 per share This account is titled: Glenn C Thompson, Guardian for Jean a Wolfe. The Account was opened on 06/18/2008. Mr. Glenn Thompson has already initiated the closing of this account, and a check will be mailed to him on Monday, April 12, 2010. Please feel free to contact me if I can be of further service. Sincerely, "`~-- ~~ Charles E Little, CFP, VP Financial Advisor CC: Glenn A Thompson, Executor The information contained herein has been obtained from sources we believe to be reliable but do not guarantee it to be accurate, correct, complete or timely, and shall not be responsible for the results obtained from it's use. PNC Investments LLC Member of The PNC Financial Services Group Two East Main Street Mechanicsburg Pennsylvania 17055 www.pnc.com ~ :May Lose Value important lnvestorlnformation: Securities and brokerage services are provided by PNC Investments LLC:, member FINRA and SIPC. No Bank Guarantee Annuities and other insurance products are offered by PNC Insurance Services LLC, a licensed insurance agency. J~:~'CCld2l I /I I t ~• _~ ~a~ f - f ~ V ~i - ~ t JOSEPIi DAMES JEWELERS TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business, appraising diamonds, watches, jewelry and precious stones of all descriptions. We herewith certify that we have this day carefully examined the following listed and described articles, the property of: NAME: The Estate of Jean Wolfe ADDRESS: c% Glenn Thompson 9 Morari Drive Dillsburg, PA 17019 We estimate the value as lined for insurance or other purposes at the ci.:: ent retail value, excluding Pederel and ct;~er taxes. In coaxing 4iis Appraisal we DG NGT agree ro purchase or replace the articles. The following were evaluated for estate purposes. DESCRIPTION Lady's 14K white gold diamond fashion ring. This ring contains sixteen round brilliant cut diamonds, approximately 3.4mm - 4.lmm in diameter, approximately 3.20ctw. The clarity is VSZ- SII. The color is H-J. Value $720.00 One 14K yellow gold diamond ring. The bezel set diamond measures approximately 8.lOmm - 8.30mm in diameter, approximately 1.98ct. The clarity is VS2. The color is J-K. Value: $5,900.00 Lady's 14K platinum diamond engagement ring. The central round brilliant cut diamond measures approximately 7.1 mm -- 7.15mm in diameter, approximately 1.23ctw. The clarity is VS2. The color is J. This is framed with two; 3.6mm round brilliant cut diamonds. These weigh approximately .32ctw. Value: $2,380.00 D. DAMS P.G. i~-16.201 Appraisal is made with the understanding that the Appraiser assumes no liability with respect to any action that may be taken on the basis of this Appraisal. 301 East Main Street Mechanicsburg, PA 17055 (717) 795-9224 REV-1151 EX+ (10-06) ,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Wolfe, Jean A. 21-10-0355 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Glenn C. Thompson Street Address 9 Morari Drive City Dillsburg State PA zio 17019 Year(sl Commission paid 93.25 14,500.00 2. Attorney's Fees Bogar & Hipp Law Offices 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. I Probate Fees 10,500.00 369.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 2,553.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 28,015.75 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wolfe, Jean A. 21-10-0355 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex ep nses 1 Malpezzi Funeral Home -Balance due for funeral 93.25 H-A 93.25 Other Administrative Costs 2 Jeff Potockis -Fee for preparation of 2009 Federal and State Personal Income Tax 50.00 Returns 3 Pennsylvania Department of Revenue - 2009 Personal Income Tax payment 3.00 4 RESERVES: -Costs to conclude administration of Estate, including filing PA 2.500.00 Inheritance Tax Return and Inventory, preparation of accounting, preparation and filing of personal and fiduciary income tax returns H-B7 2.553.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX+(11-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Wolfe, Jean A. 1 21-10-03 55 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) o Not Ist rustee s I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 See attached schedule Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 15 00 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 'B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Jean A. Wolfe 03/25/2010 201-16-5212 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Patricia A. Martin Niece 113 of $10,000.00 220 East Locust Street specific bequest + Mechanicsburg, PA 17055 113 of 1/3 of rest, residue and remainder 2 Kelly Jean Shoemaker Grand Niece $10,000.00 specific 133 Oakwood Drive bequest Stafford, VA 22554 3 Faith Joy Thompson Grand Niece $10,000 specific 124 Herman Avenue bequest + 113 of rest, "A" residue and Lemoyne, PA 17043 remainder 4 Glenn C. Thompson Nephew $10,000 specific 9 Morari Drive bequest + 1/3 of rest, Dillsburg, PA 17019 residue and remainder 5 Richard E. Thornton Nephew 113 of $10,000.00 1902 Antelope Trail specific bequest + Harker Heights, TX 76548 1/3 of 1/3 of rest, residue and remainder 6 Paul L. Wentz Nephew 113 of $10,000.00 1631 Potato Valley Road specific bequest + Harrisburg, PA 17112 1/3 of 1/3 of rest, residue and remainder 1 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Jean A. Wolfe 03/25/2010 201-16-5212 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) Paul W. Wentz Brother Deceased PA OF JEAN A. WOLFE I, JEAN A. WOLFE, of Mechanicsburg Borough, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made.. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together With any interest or penalty thereon imposed by the Government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this will or otherwise. 3. I give and bequeath the sum of Ten Thousand ($10,00+0} Dollars to my grandniece, FAITH JOY THOMPSON. 4. I give and bequeath the sum of Ten Thousand ($10,000) Dollars to my grandniece, KELLY JEAN THOMPSOI~T. 5. I give and bequeath the sum of Ten Thousand ($10,000) Dollars to my brother, PAUL W. WENTZ. -~- 6. I give and bequeath the sum of Ten Thousand ($10,000) Dollars to my nephew, GLENN C. THOMPSON. 7. I give, devise and bequeath all the rest, residue and remainder my estate to my brother, PAUL W. WENTZ, my nephew, GLENN C. THOMPSON, and my grandniece, FAITH JOY THOMPSON, in equal shares. 7. I nominate, constitute and appoint my nephew, GLENN C. THOMPSON, to be Executor of this my Last V~Till and Testament and I further direct that no bond or other security be required of my personal representative to guarantee faithful performance of his duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~° Y~ day of January, 2003. ~. c..-', CZ - ~ (SEAL) ean o e Signed, sealed, published and declared by the above named JEAN A. WOLFE as and for her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses, at her request, in her presence and in the presence of each other. T ~.-- ~ ..oii~ ~~I`.. -2- ti COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF CUMBERLAND ) I, JEAN A. WOLFE, the testatrix, 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 and Testament; that I signed it willingly, and that I signed it as my free and voluntary act and deed, for the purposes therein expressed. ~ t (SEAL) can o e Sworn and subscribed to before me this ~ ~ day of January, 2003. otary c ~,g,~,KV,+~nr co~m+ C,otrx h tuber, PPn~!"~`nrrs. "r,`cX:t3~C`~ f1!` Wines -3 - .., COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF CUMBERLAND ) We, the undersigned, JOHN M. EAKIN and MARY E. FRANKLIN, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the within testatrix, JEAN A. WOLFE, sign and execute the instrument as her Last Will and Testament; that the said testatrix, JEAN A. WOLFE, executed it as her voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the testatrix, signed the Will as witnesses; and that, to the best of our knowledge, the testatrix was, at the time, eighteen (18) or more years of age, of sound mind, and under no constraint, duress or undue ' ence. • ~, Sworn and subscribed to before me f ~.~~ this ~ U' ' ' ~ da of Jams 2003. Y ~Y~ Otary C s~ Angela K. Varner. Nov P~'ic MeohaNcsbuc'9 Bono. C~e+~and County Apy Commission Expres Mar. 27, 2006 AAembet, pennsyNania Association O- Ndtaties -4-