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HomeMy WebLinkAbout04-0647Estate of also known as , Deceased Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Pauline E. Wolf No.~.~--O4- ~'~ Shirley A. Sanno and Roy M. Sanno Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) Social Security No. 201 ~ 18- 6607 [] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors the Decedent, dated 'll/15/'1991 and codicil(s) dated None N/^ named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/^ B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the folT6Wing spo~ (if any) and heirs: -~-.. Name Relationship Resident{ce (COMPLEYk IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 13 North High Street, Shiremanstown Borough, Shiremanstown, PA 17011 (list street, number, and municipality) PA Decedent, then 77 years of age, died 06/27/2004 at Mechanicsburg, Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania (Location) 1,500.00 75,000.00 situated as follows: 13 North High Street, Shiremanstown, PA Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi~lned: I Si~lnature Typed or printed name and residence A. Sanno 3240 Lisburn Road, Mechanicsburg, PA 17055 ~ ~ ~__~ Roy X. Sanno 3240 Lisburn Road, Mechancisburg, PA 17055 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~"~~ /~ ~__~ ~ before me this /(y/)~r'tJday of Shirley A. Sanno '~ ~-~ M. Sanno Fd the Re~iste~) ~p .~- ~ Estate of Pauline E. Wolf Deceased Social Security No: 201-18- 6607 Date of Death: 06/27/2004 AND NOW, , in consideratien, of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary r~ of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Shirley A. Sanno and Roy M. Sanno in the above estate and that the instrument(s) dated 11/15/1991 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ Affidavits ( ) .... Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association .cO Attorney: James D. Bosar I.D. No: 19475 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737- 8761 i.q--q, Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) law, depose(x)xx~d say(s) that",,% %,_ ~ pr~ent ~d saw re~ of ~tat _ ~h - preened (~ ~e presenc, of ~ other)(~ ~e pr~ of the (Wame) (Address) REGISTER OF WILL5 OF C'~n~erland COUNTY OATH OF ,NON-SUBSCRIBING WITNESS Shirley Sanno and Roy M. Sanno (each) a subscriber hereto, (each) bek~g duly qualified aczor~ing they are --;;:,, si,,, ..... of Paul~e E. Wolf fa~ .... win% ~he = ...... , :esra~ r~ cf ( ' ,_ .., . c) the will ~resemed herewith and ccdidl Pauline E. Wolf to the ~,es~ of . Sworn to or affirmed and subscribed befcre me_!-!is -./og'o'~' da'/ of theLr- knowledge and belief. Sh~iley ~. Sahfio fix,.ame) / . 3240 Lisburn Road, Mechanicsburg~,C'PA 17055 3240 Lisburn Road, Mechanicsburg, PA 17055 Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of also known as , Deceased James D. Bo~ar (each) a subscribing witness to the ~-~ codicil(s) ~] will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and J-~ in the presence of each other J-~ in the presence of the other subscribing witness(es). (Signature) ~ - ~ee;esD~rstreet Shiremanstown, PA 17011 (Address) (Signature) Sworn to or affirmed and subscribed before me this q~ k.... day of , zooLt Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) (Address) MY' ' NOTARIAL SEAL I '' BONN1E L. WILLIAMS, NOTARY PUBUC I HIREMANSTOWN BORO., CUMBERLAND CO.I COMMISSION EXPIRES APRIL ]8, 2005 I NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-2 (1991) ]0~; g05 REV g;g~ This is to certify that the in£ormation here given is correctly copied from an original certificate of death duly filed v:ith me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Local Registrar P 10372378 No. -- ~ Date C. El. F-- COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ' VITAL RECORDS CERTIFICATE OF DEATH ,. Pauline E. Wolf Female ,. ~ol - I_~ - ~(~oif .. June 27, 2004 A~E (Lasl B~tlil~ay) DATE OFRIRTH ] BIRTHPLACE C~ly ~(~'---- IPLACE OFOEATH{Ch~cko{l¥one_see,n$ ( ....... Y ) ~ S .... ........... gnC ......... ~ .... 77 Oct 23, 1926 moyne, Pennsylvania J~-,. ~ a~, Cumberland Lower Allen Twp. s. 3240 Lisburn Road No ' . Mex~an P e~o Ricaa e c I Whit~ oEcEDe~:~:ma,uaGAoOREss S,r~, C yao~ sa,e ZipC~e) J~' j~. ~o,~)9 J <'~""') ,4 Widowed DECEDENT'S 17a. S~.t. Pa Lower A 1 1 en 13 North High Street ACTUAL Did Shiremanstown, Pa. 17011 (s~.mstr~li~s live a ~O~U*~'S .~UE ~,~P.., ~ ' ..... -- - . ~ ~' Anna C. Jumper ~0. Shirle A Sanno ~~~~~s~ M~HOOO¢ o~sPosmo~ Y ' _~ 3240 Lisburn Road ~chanic'sburg Pa. 17055 .... . o,~s~).. / ~l~,~ Jul 1,2004 ~ .... Slate H I Cemetery s~o~o. Cu.~2~c~s~e o. RE.SO. ~.O ~S SUC. ~u~e ........... ----- ~ .... . I~.. ~-,.,~ ........ 17011 It any, leamng to Immed~ale cause Enter UNDERLYING WAS AN AU I'OPSY I WERE AUTOPSY FIhDINGS IMANNER O1' DEATH DA [E OF Ill JURYTIME OF INJURY Yes E] I.~o [] Yes [] .o El Su~c,de [] C ...... , De determi .... L~ ..... CE OF INJURy- A ~m. f.~ ~re.l ratio., oil,ce LOCATION IStreel, OF P~ULINE Eo WOLF I, PAULINE E. WOLF, of the Borough of Shiremanstown, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I give and devise my gold dollar earrings to my sister, SHIRLEY A. SANNO. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my living brothers and sister, HOWARD L. SANNO, ROY M. SANNO, LESTER S. SANNO and SHIRLEY A. SANNO. In the event that any of my brothers or sister predecease me, I direct that their respective share or shares undar this, my Last Will and Testament, be divided equally among or between those brothers and sister that survive me. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve ~real estate and tO enter into agreements concerning the partition, subdiViSion, improvement, zoning Or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the princi- pal of my residuary estate. 2 FIFTH: I nominate and appoint my sister, SHIRLEY A. SANNO, and my brother, ROY M. SANNO, Co-Executors of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this / ~ day o~- , 1991. INE E. WOLF (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last.Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 3 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Pauline E. Wolf Date of Death: June 27, 2004 Will No. 21-04-0647 To the Register: I certify that notice of Ad_min. No. estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 27, 2004: Name Address Shirley A. Sanno Roy M. Sanno Howard L. Sanno 3240 Lisburn Road Mechanicsburg, PA 17055 3240 Lisburn Road Mechanicsburg, PA 17055 253 Hilltop Road Hummelstown, PA 17036 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: Capacity: Shiremanstown, PA 17011 (717) 737-8761 Personal Representative Counsel for Personal Representative JAMES D. BOGAR JENNIFER B. HIPP* *Also admitted to New Jersey Bar JAMES D. BOCAa ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail mall@bogarlaw.com September 23, 2004 TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 Direct e-mail Jbogart}bogarlaw. com VIA HAND DELIVERY Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Dear Ms. Strasbaugh: The Estate of Paulin~ 'E. W~f No. 21-04-0647 Date of Death: June 27, 2004 I represent the Estate of Pauline E. Wolf. Enclosed is a check made payable to the Register of Wills in the amount of $11,414.94, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $100,131.00 multiplied by 12% or $12,015.72, less discount in the amount of 5% or $600.78, resulting in payment of $11,414.94. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter are greatly appreciated. JDB/blw Enclosure CC: Very truly yours, JA24E S D. Shirley A. Sanno, Co-Executor (w/o encl.) Roy M. Sanno, Co-Executor (w/o encl.) 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 004415 SANNO SHIRLEY A 3240 LISBURN ROAD MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: SSN: 201-18-6607 FILE NUMBER: 2104-0647 DECEDENT NAME: WOLF PAULINE E DATE OF PAYMENT: 09/23/2004 POSTMARK DATE: 09/23/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $11,414.94 REMARKS: SHIRLEY A SANNO TOTAL AMOUNT PAID: 911,414.94 SEAL CHECK# 706 INITIALS' SK RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COHHON#EALTH OF P£NNSYLVANZA DEPARTHENT OF REVENUE BUREAU DF /NDZVZDUAL TAXES SHZRLEY A SANNO $2¢0 LISBURN RD MECHANICSBURS PA 17055 ZNFORNATZON NOTICE AND TAXPAYER RESPONSE FZLE NO. 11 0¢-06¢7 ACH 0¢157871 DATE 10-11-2004 TYPE OF ACCOUNT EST. OF PAULINE NOLF []SAVZNOS S;S. NO. 201-18-6607 []CHECKZNG DATE OF DEATH 06-27-2004 E]TRUST REHZT PAYHENT AND FORHS TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17015 CZT/ZENS BANK OF PA has provided the Department with the information listed below which has been used in CONPLETE PART I BELON x # x SEE REVERSE SIDE FOR FILING AND PAYNENT ~NSTRUCTZONS Accot.m* No. 6100715185 oa~e 05-07-1980 Es*ablished Accoun* Balance Percen* Taxable X 50.000 A~o~rl* Sub~e¢~ *o Tax 9,125.17 Tax Re*e X .15 Po*en~1al Tax Due PART TAXPAYER RESPONSE CHECK , discount or avoid interest, or you may check box "A" and return this notice to the Register of ] rela*/onship *o deceden*: TAX RETURN - CONPUTATZON OF LINE 1. Da*a Es*ablAshad 1, 2. Accoun* Balance 2, 8. Tax Du~ ~ PART DATE PAID TAX ON JOINT/TRUST ACCOUNTS DEBTS AND DEDUCTZONS CLAZMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Eh*er on Line $ of Tax Co~flu*a*/ol~) GENERAL INFORNATION 1. FAZLURE TO RESPOND #ZLL RESULT ZN AN OFF~C[AL TAX ASSESSHENTwith appLlcabLm interest based on information REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX COHPUTATION 07/01/9'1' ~co 12/S1/9'~, I $'/' 67. 15'/. 15'/.. 01/01/9.6 ~o O&/$O/OO 07. 67. 167. 157. CLAINED DEDUCTIONS - PART $ DEBTS AND DEDUCTIONS CLAZNED COMMONWEALTH OF PENNSYLVANIA DEPAR-~ f~NT O~F REVENUE RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SANNO SHIRLEY A 3240 LISBURN ROAD MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: SSN: 201-18-6607 FILE NUMBER: 2104- 0647 DECEDENT NAME: WOLF PAULINE E DATE OF PAYMENT: 11/02/2004 POSTMARK DATE: 11/02/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/27/2004 DUPLICATE ACN ASSESSMENT CONTROL NUMBER 04137872 REV 1162 EX(11-96) NO. CD 004576 AMOUNT $1,368.48 REMARKS: TOTAL AMOUNT PAID: $1,368.48 SEAL CHECK#570 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS / // BUREAU OF ZNOZVIOUAL TAXES ZNFORMATZON NOTZCE FZLE NO. DEPT. aBa&0! - AND 21 Oq-O6q7 HARRZSaURG, PA 17128 0601 TAXPAYER RESPONSE ACN Oq15787q ,~v-~,~ ,x *F, ~,,.,~ DATE 10-11-200q SHZRLEY A 5ANNO $2q0 LZSBURN RD NECHANZCSBURG PA 17055 !?': ::~ : EST:: OF PAULZNE WOLF :'Lb S.~. NO. 201-18-6607 DA']'~ OF DEATH 06-27-2004 '04 I(OV-2 ~?~ CUMBENLANO TYPE OF ACCOUNT r~SAV~N~ ]CHECKiNg []TRUST []CERTZF. REHZT PAYHENT AND FeRNs TO: REGZSTER OF WZLL5 CUMBERLAND CO COURT HOUSE CARLISLE, PA 170~$ C1rTZZENS BANI( OF PA has provided the BeParteent with the information listed below which has been used in COMPLETE PART ! BELOW ~ ~ ~ SEE-REVERSE $~DE FOR F[LZNG AND PAYMENT ~NSTRUCTZON$ Account No. 61q0865082 Data 06-08-1990 To insure praper credit to your acceunt, two Established Acceder Balance 5,006,75 Parent Taxable X 50. Amount Subject ~o Tax 2~50~.~8 Tax Rate X .15 PART [] TAXPAYER ~ A. [] The abeve Infer.orion and tax due ~s correct. BLOCK B. [] The abeve asset has been or ~]1! be PART Zf you indicate a different tax rate, please state your TAX RETURN - COMPUTATZON OF TAX ON JOiNT/TRUST ACCOUNT-; 2. Account Balance 2. $. Percent Taxable q. Amount Subject to Tax 5. Debts and Deductions 6. Amount TmxadaXe 6, 7. Tax Rate 7 8. Tax Due 8 PART DATE PAID .OF~TS AND DEDUCTZON$ CLAZH;n PAYEE DESCR'rpTTON AMOUNT PAZD cowpleta to the best of my knowlodg~ and  HOME WORK T L P 0 GENERAL INFORHATI'ON 1. FA/LURE TO RESPOND N/LL RESULT TN AN OFF/CTAL TAX ASSESSNENT #lth ~pplic~ble ~nterest b~sed on REPORTING INSTRUCT/OHS - PART I - TAXPAYER RESPONSE TAX RETURN - pART 2 - TAX CONPUTATION CLAZMED DEDUCTTONS - PART $ DEBTS AND DEDUCTTONS CLAIHED COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 1712E-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV 1162 EX(11-96) NO. CD 0O4573 BOGAR JAMES D 1 W MAIN STREET SHIREMANSTOWN, PA 17011 fold ESTATE INFORMATION: SSN: 201-18-6607 FILE NUMBER: 2104- 0647 DECEDENT NAME: WOLF PAULINE E DATE OF PAYMENT: 1 1/02/2004 POSTMARK DATE: 1 012612004 COUNTY: CUMBERLAND DATE OF DEATH: 06/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04137874 I $375.51 REMARKS: TOTAL AMOUNT PAID: $375.51 SEAL CHECK#569 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS · i SHIRLEY A SANN0 $140 LISBURN RD MECHANICSBURG PA 17055 'O4 ZNFORMATZON NOTICE AND TAXPAYER RESPONSE FILE NO. Z1 04-0647 ACN 04157875 DATE 10-11-Z00q TYPE OF ACCOUNT EST. OF PAULINE WOLF [] SAVTNGS S.S. NO. 201-18-6607 [] CHECKT~ DATE OF DEATH 06-27-2004 [] TRUST REMIT PAYMENT AND FORMS TO: REGISTER OF NILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMPLETE PART I ~£LOW ~ # ~ SEE REVERSE SZSE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6140865090 Dmte 04-02-1990 Estmbllshed Accoun~ Balmnce 2,089.13 percent Taxeble X 50.000 Amount Subject ~o Tax 1,044.57 Tax Rate X .15 PotentJml Tax Due 156,69 PART TAXPAYER RESPONSE  CHECK ~ gills and an official assessment N]II be ls~id by the PA Depar~ent o~ Revenue. ONE PART Z~ you indlca~ a diffaran~ ~ax ra~a~ please s~a~a y~r TAX RETURN - COMPUTATTON OF LINE 1. Data Established 2. Account Belence 3. Percent Taxable ~. Amoun~ Sub:l~¢t to T~x DATE PAID PAYEE TAX ON JOINT/TRUST ACCOUNTS DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line S of Tax Conpute~ton) Under I~nalttes of perjury, Z declare that '~he f~s Z have reported ~bove ara ~rue, correc~ ~ ~ ~ WORK ( TAXPAYER' S~6NATURE TELEPHONE NUHBER DATE GENERAL ZNFORNATION 1. FAILURE TO RESPOND HILL RESULT IN AN OFFICIAL TAX ASSESSHENT.ith applicable interest based on Jnforsation REPORTING TNSTRUCTTONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART 2 - TAX COHPUTATZON CLAINED DEDUCTIONS - PART S - DEBTS AND DEDUCTIONS CLATHED 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. CD 004571 BOGAR JAMES D 1 W MAIN STREET SHIREMANSTOWN, PA 17011 ........ fold ESTATE INFORMATION: SSN: 201-18-6607 FILE NUMBER: 2104- 0647 DECEDENT NAME: WOLF PAULINE E DATE OF PAYMENT: 11/02/2004 POSTMARK DATE: 1 0/26/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04137873 I $156.69 TOTAL AMOUNT PAID: $156.69 REMARKS: SEAL CHECK# 568 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ZNFORNATZON NOTZCE AND TAXPAYER RESPONSE '04 ['i~V -2~"'~ :56 SHIRLEY A SANNO 5260 LISBURN RD MECHANICSBURG PA FZLE NO. 21 0q-06q7 ACH 0q157871 DATE 10-11-200~ TYPE OF ACCOUNT EST. OF PAUL/NE WOLF [] SAVINGS S.S. NO. 201-18-6607 [] CHECKING DATE OF DEATH 06-27-200~ [] TRUST COUNTY CUMBERLAND []CERT/F. REH/T PAYRENT AND FORR$ TO= RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CZT/ZENS BANK OF PA has provided the Departaent with ~e in;ormatl=n listed bela# Nhich has been used in COMPLETE PART i BELOW ~ ~ # SEE REVERSE SZDE FOR F'rL'rNG AND PAYMENT 'rNSTRUCTTONS A¢coun~ No. 6100712982 Date 01-0~-1985 Established Accoun~ Balance 7,261.72 Parcen~ Taxable X 50.000 Amoun~ SubJec~ ~o Tax 5,650.86 Tex Ra~e X .15 Po~en~ial T~x Due 5~6.65 PART TAXPAYER RESPONSE A, [] Thm above Jn~ormatlo~ mnd '~mx due is correct, ONE You music complete PART [] md/or PART [] belou. PART Zf you indicate a differ~t ~ax ra*o~ please s~a~o your ~ rela~ionship ~o decedent: TAX RETURN - COHPUTATZON OF TAX ON JOINT/TRUST ACCOUNTS 2, Accoun~ Balance 2 3, percmn~ Taxable 3 ~. Amoun~ Sub~ac~ ~o Tax 6. AmmJnt Taxable 6 7. Tax Rm~a 7 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCT'tONS CLA'rNED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line · of Tax Compu*a~lon) $ Under p~al*les of perjury, / declare ~ha~ ~h~ fee~s T have r~Por~od above are ~,~co~r~c~ ~d ~XPAYER~ZGNATURE TELEPHONE NUMBER DATE GENERAL ZNFORMATZON 1. FAZLURE TO RESPOND RZLL RESULT ZN AN OFFZCZAL TAX ASSESSMENT ~]th eppZlcabla interest based on Information REPORTTNG ZNSTRUCTTONS - PART I - TAXPAYER RESPONSE TAX RETURN - PART Z - TAX COHPUTATION CLATMED DEDUCTZONS - PART $ DEBTS AND DEDUCTTONS CLATt4ED 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. CD 004575 SANNO SHIRLEY A 3240 LISBURN ROAD MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: SSN: 201-18-6607 FILE NUMBER: 21 04- 0647 DECEDENT NAME: WOLF PAULINE E DATE OF PAYMENT: 11/02/2004 POSTMARK DATE: 10/26/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 04137871 $544.63 TOTAL AMOUNT PAID: $544.63 REMARKS: SEAL CHECK# 571 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX * {6-00) CAPB HpRL EpIO CRAC KOTM ES R E C A P I T U L A T I 0 N C 0 M xl T I 0 N COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wolf Pauline E. DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-OD-YEAR) 06/27/2004 I 10/23/1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, F[RSL AN D MIDDLE INITIAL) OFFICIAL USE ON LY FILE NUMBER 21-04-0647 COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER 201-18-6607 THIS RETURN MUST BE FILED IN DUPUCATE'WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [iiOriginal Return 2. Supplemental Return Limited Estate 48. Future Interest Compromise (date of death after 1Z- 1Z-8Z) Decedent Died Testate 7. Decedent Malntarned a Living Trust (Attach copy of Will) (Attach copy of Trust) --I I 9. LItigaUon Proceeds Received ~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) NAME James D. Bo~ar Esquire FiRM NAME (If App]lcable) TELEPHONE NUMBER 717/737-8761 date of death 3. Remainder Return ~dor to 12 5. Federal Estate T~x Return Required 8. Total Number of Safe Deposit Boxes 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (5) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (18) 11. Tetal Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. ] 11. Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS One West Main Street Shiremanstown, PA 17011 (1) 85,0 0 ~,' 0,0 (2) ET~e (3) None (4) None 1,485;75 21,863~95 None 20,151.43 309.75 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J} Net Value Subiect to Tax (Line 12 minus Line 13) (8) 108,349.70 (11) 20~461.18 (12) 87,888.52 (13) (14) 87,888.52 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxabre at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxabre at collateral rate x .0 0 (15) 0.00 0.00 x .0 45 (16) 0.00 87,888.52 x .12 (17) 10,546.62 x .15 (18) o. 00 19. Tax Due (19) 10,546.62 Copyright (c) 2000 form sottware only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 13 North High Street CITY STATE ZIP Shiremanstown PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 13,860.25 527.33 (~) Total Credits ( A + B + C ) (2) 3. Interest~Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line E0 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the d~erence, This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 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 iDcome of the property transferred; ......................... ~ ~ b. retain the right to designate who shall use the properb/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? ................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 10,546.62 14,387.58 0.00 3,840.96 0.00 0.00 0.00 Under penaltres of perju~', 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 representative Is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Shirley A. Sanno DATE SI~N~Z0~EOFnPR,~REROTHERTHANREPRESENTATIVE ~=es D. Boga~ Esquire ~A~-- ~~/ / ~ ~* One West Main Street , _, ., su~iving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. [72 P.S. 9116 (a) (1.1) (i0~. Thesmtuted~es~texemptatran~ert~asur~ivingsp~usefr~mtax~andt~e~atut~requirementsf~rd}sc~sure~fassets parem, an adoptive parent, or a stepparem of the child is 0% [72 P.S. 9116 (a) (1.2)]. ADDITIONAL Personal Representatives Estate of Pauline E. Wolf SS# 201-18-6607 06/27/2004 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature Address Line 1 Address Line 2 City, State, Zip 3240 Lisburn Road Mechanicsburg, PA 17055 Date DEPARTMENT OF REVENUE DEPT. 280601 SAFE DEPOSIT BOX INVENTORY Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT SOX IS LOCATED AND RETURNED TO ASOVE ADDRESS []COUNTY CODE . FILE NUMBER 21 0647 ~l~ DECEDENT'S NAME (LAST, FIRST, MIDOLE) Wolf, Pauline E. SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 201-18-6607 [] ADDRESS OF DECEDENT (STREET) (CITY) (STATE) (ZIP CODE) 13 N. High Street Shiremanstown PA 17011 ]NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) Shirley A. Sanno and Roy-M. Sanno (STREET NAME) (CITY) ~STATE) (ZIP CODE) 3240 Lisburn Road Mechanicsbu~g PA 17055 []NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) Shirley A. Sanno (RELATIONSHIP) Sister/Co-Executor (STREET NAME) (CITY) (STATE) (ZIP CODE) 3240 Lisburn Road Mechanicsburg PA 17055 b, (NAME) (RELATIONSHIP) Roy M. Sanno Brother/Co-Executor (STREET NAME) (CITY) (STATE) (ZIP CODE) 3240 gisburn Road Mechanicsburg PA 17055 c. (NAME) (RELATIONSHIP) James D. Bogar, Esquire None (STREET NAME) (CITY) 1 West Main Street Shir~nanstown D NAME ANO ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (STATE) (ZiP CODE) PA 17011 (NAME) Citizens Bank (STREET NAME) (CITY) 4101 Carlisle, Pike (STATE) (ZIPCODE) Camp Hill PA 17011 []NAME OF PERSON MAKING LAST ENTRY [] DATE-OF CO"T TO RENT BOX [] .UMEE F sox [] NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO SOX DATE AND TIME OF LAST ENTRY TITLE UNDER WHICH SOX IS R~QUESTED , a. (NAME) (STREET ADDR[SS) ¢~' (Cl~) (STATE) ~NAME AND TITLE OF EMPLOYEE TA~ THE J~es D. ~, Esquire Attorney ~o~ EstAte b. (NAME) (STREET ADDRESS) (ZIP CODE) (CITY) a. Dateofwill: N_~V_~.__~_r !R, !991 (STATE) (ZIP CODE) Name and address of personal representative, if named in the will (NAME) Shirley A. Sanno and Roy M. Sanno (STREET NAME) 3240 Lisburn Road Name and address of attorney, If any (NAME) James D. Bogar, Esquire (STREET NAME) 1 West Main Street (CITY) Mech~ nicsburg (STATE) PA (ZIP CODE) 17055 (CITY) (STATE) (ZIP CODE) Shiremanstown PA 17011 SAFE DEPOSIT BOX INVENTORY Page [ of I INSTRUCTIONS (1) Cash: Report total only. (2) Stocks; List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, Le., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fdly as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM ITEM DESCRIPTION NOTE: Attach additional 8%' x 11" sheet(s) if necessary or use duplicates of this page of form. REV- 150Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline E. Wolf SS~/ 201-18-6607 SCHEDULE A REAL ESTATE 06/27/2004 FILE NUMBER 21-04-0647 All real property owned solely or as a tenant in common must be reposed at fair mark~ value. Fair market value is defined as the price at which prope~ would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge ~ the relevant fac~. Real property which is jointl~owned web right of suwivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Ail that certain piece or parcel of real estate having erected thereon a dwelling house being known and numbered as 13 North High Street, Shtremanstown, Pennsylvania, being Tax Parcel No. 37-23-0555-184. The property was acquired by John W. Wolf, Jr. and Pauline E. Wolf, his wife, Deed dated December 4, 1953 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "N", Vol. 15, Page 62, a copy of said Deed being attached hereto and incorporated herein. The said John W. Wolf, Jr. died October 9, 1991, whereupon full and complete title became vested solely in Pauline E. Wolf, the Decedent herein. The above-described real estate was sold pursuant to an Agreement for the Sale of Real Estate dated September 2, 2004, a copy of which is attached hereto and incorporated herein. Final settlement took place on September 30, 2004. A copy of the Deed conveying said real estate, along with a copy of the Settlement Sheet, are attached hereto and incorporated herein. The sale price of the real estate was $85,000.00. TOTAL (Also enter on line 1, Recapitulation) $ 85,000.00 85,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software o~l]y CPSystems, Inc. Form REV-I$0Z EX (Rev. ~l'llllF~ll RAy K. WOLPg/;~l~leo~ tho City of hrrisbu~g, County of Dauphin and Stats of Pennsylvania, party of the first part AIlD JOHN W. WOLF, JR. and lmAuLII~jB E. WOIF, his wi/e. of the same place, parties All that certain tract oi land in oro h of Shir.manstown, County of Cumhsrland and Stats of Pennsylvania, more particularly bounded and descrihe~ as reno. s, to wit: BEGINNING at a point on the eastern line off,ich Street, which point is one hundred (100') feet south of the southeast corner of the inter- section of said High Street and Front Street; thence in an easterly direction a distance of one hundred fifty (1~0~) fcet~ more or less, to a point in the line of other lends of thc ~ranto~ herein; thence in a southerly direction alon~ the line of other lands of the grantor herein a distance of fifty (~0!J ,~t t~ a point; thence in a westerly direction a distance of One hundr~e~.fl~t2 (~Gs) feet, mo~e or less, along the eastemm line of said High Street in a northerly direction a distance of fifty (~0~) feet to a point, the place of HAVING thereon erected a one cand one-half story brick dwelIiag. BEING part of the lands which William ~. Hammaker and Elizabeth M. Hanmmker, his wife, by their deed dated the 19th day of June, Cumberland County in Deed Hook "A~, Vol. 1~, Page ~10, granted and COMMONWEALTH OF PENNSYLVANIA ~ .......................... COUNTY, ~B" In the Offlee for Recording of Deeds, Mortg~ges, etc. in and for the County ~tt~ My Hand and Se~l of Offiee, tKis ............. ~ day of ,~lt~ he T'II~,~ID party of the flre~ part~ for himself, his SiR[lcd, Scaled ami Delivered in the Presence of I BROKER IS~AGENTFORSF~L~R' De~/~nated Agent(~)f°rSelle% IYapplkable:~ , B~r. NOT the A~nt f~ Bu~ a~ ~ ~an: ~ AG~ ~R SE~R ~ SUB~'~,~R ~ T~N~ON UC~EE 3 4 ~6 Buyefllvitla~T~ ,, /.~ ,'~ A/Tr.2KFa~e2M*8 ~dlerlMIJa]~.~// .~'////_, 146 0 2. ~] T~K-O~ Prol~ty Add~ (PAR Fo~n TOP) m [1 .ROKI~RFORSELLF/,I~(C. am~v/Nm~e) ~.L~"/t/~'~,/~t/ Z/ SELLER'S COPY Tax Parcel No. 37-23-0555-184 THIS DEED, MADE THE BETWEEN ~w~ day of 5~+{ ~v~ ~ ~- thousand four (2004) in the year two SHIRLEY A. SANNO and ROY M. SANNO, Co-Executors of the Last Will and Testament of PAULINE E. WOLF, late of Borough of Shiremanstown, Cumberland County, Pennsylvania, parties of the first part, and ROBERT D. MILLER, of Dillsburg, York County, Pennsylvania, party of the second part: WHEREAS, the said PAULINE E. WOLF by her Last Will and Testa- ment, duly proved and recorded in the Cumberland County Register of Wills Office, Pennsylvania, in Docket Book 21-04-0647, Letters Testamentary being issued on July 12, 2004, provided in pertinent part, as follows: THXRDt In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all prop- erty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security)or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. FIF?Ht I nominate and appoint my sister, SHIRLEY A. SAN-NO, and my brother, ROY M. SANNO, Co-Executors of this, my Last Will and Testament... NOW THIS INDENTURE WITNESSET~ that the said parties of the first part, by virtue of the power and authority aforesaid, in said Will contained, and in consideration of Eighty-Five Thousand and No/100 Dollars ($85,000.00) to them paid by the said party of the second part, at and before the ensealing and delivery of these presents, gained, sold and conveyed, and do hereby grant, bar- gain, sell and convey to the said party of the second part, his heirs and assigns forever: ALL THAT CERTAIN piece or parcel of land situate in the Borough of Shiremanstown, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the eastern line of High Street, which point is one hundred (100) feet south of the southeast corner of the intersection of said High Street and Front Street; thence in an easterly direction a distance of one hundred fifty (150) feet, more or less, to a point in line of lands now or formerly of Ray E. Wolfe; thence in a southerly direction along the line of lands now or formerly of Ray E. Wolf a distance of fifty (50) feet to a point; thence in a westerly direction a distance of one hundred fifty (150) feet, more or less, to a point in the eastern line of aforementioned High Street; thence along the eastern line of said High Street in a northerly direction a distance of fifty (50) feet to a point, the place of BEGINNING. HAVING thereon erected a one and one-half story brick dwelling. BEING the same premises which Ray E. Wolf, single person, by deed dated December 4, 1953 and recorded December 4, 1953 in the Cumberland County Recorder of Deeds Office in Deed Book "N", Vol. 15, Page 62, granted and conveyed unto John W. Wolf, Jr. and Pauline E. Wolf, his wife. The said John W. Wolf, Jr. died October 9, 1991, whereupon title to the within described property became vested solely in Pauline E. Wolf. The said Pauline E. Wolf died June 27, 2004. TO~ETHER with all and singular the rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of the said Pauline E. Wolf at and immediately before the time of her decease, in law or equity or otherwise howsoever, of, in, to or out of the same: · O HAVE AND ?O HOLD the said granted premises to the said party of the second part, his heirs and assigns forever. AND the said parties of the first part, do covenant, promise, grant and agree, to and with the said party of the second part, his heirs and assigns, by these presents, that the said parties of the first part, have not done, committed, or knowingly or willingly suffered to be done, any act, matter or thing what- soever, whereby the premises aforesaid, or any part thereof, is, are, shall or may be charged or encumbered, in title, charge or estate, or otherwise howsoever. IN WI~SS WHEREOF, said parties of the first part have hereunto set their hands and seals the day and year first above written. Signed, Sealed and Delivered in the Presence of Shirley A. Sanno, Co-Executor of the Estate of Pauline E. Wolf · Sanno, Co-Executor of the Estate of Pauline E. Wolf COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CU~F~q{zAND ~ ~ : On this, the ~ day of ~V~,~,r 2004, before me, the undersigned officer, personally appeared ~hirley A. Sanno and Roy M. Sanno, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, seal. I ~reunto set my hand and official z-~ ~ (SEAL) ( Notary Public ~--~y'Com~ission Expires: NOTARIAL SEAL JOHN C. Z£PP 'rtl', NOTARY PUBLIC HUNTINGTON TWP. A~MS COUN1Y MY COMM SS ON EXPIRES APRIL ]6. 2006 I do hereby certify that the precise residence and complete post office address of the within named Grantee is: 2004 At'ney for Grantee COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : RECORDED on this day of 200 , in the Recorder's Office of the said County, in Deed Book · Page Given under my hand and the seal of the said office, the date above written. , Recorder. 691.39 37.24 691.39 Fee ~r~iii ..... 212. 214. 500,00 72,2~o.oo 330.0( 73,180.001 14.50! -- ' 245,00 9.00 180.63 f' REV- 1508 EX + (1-97) COMMONWEALTHOFPENNSYLVANIA INHERITANCETAXRETURN RESIDENTDECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY FILE NUMBER Pauline E. Wolf SS~/ 201-18-6607 06/27/2004 21-04-0647 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 2 VALUE AT DATE DESCRIPTION OF DEATH Internists of Central Pennsylvania - Refund 1983 Ford Fairmont, Vehicle Identification No.lFABP36X2DK155353 Vehicle appraised as having no value Contents of home and personal property - Sold at Public Sale TOTAL (Also enter on line 5, Recapitulation) 131.25 0.00 1,354.50 1,485.75 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) CHEVROLET, INC. 3400 HARTZDALE DRIVE AT CAPfTAL CITY MALL DRIVE CAMP HILL, PA 17011 NO. SURVEY AND APPRAISAL FORM -- THIS IS NOT AN ORDER STREET ADDRESS ~.-~ AGE__PHONENO. DATE %5- REASON FOR VISITING US: YEAR ~ MAKE WEST SHORE SHOPPER'S GUIDE RADIO TELEVISION FRIEND PATRIOT OLD CUSTOMER OTHER MODEL ~ ~ '--~.,~ BODY STYLE INTERIOR R MILEAGE ~ ~O ~ q ~ e'l AUTO TRANS. CYL. ~ COLOR ~ ~' ~ ~ PAINT TIRES L.F. R.F. L.R. P/S FENDERS L.F. R.F. L.R. R. __ RADIO AC GLASS SPARE DOORS WHOLESALE VALUE: ~ ~ ~ MOTOR. REAR. TRANS. FOLLOW DATE REMARKS PHYSICAL DAMAGEREPORT YOU KNOW ANYBODY INTERESTED IN YOUR TRADE: TO NAME CHECKED IN BY ROWE'S AUCTION SERVICE *Bill Rowe (AU 1538L) 2506 Ritner Highway * Carliele, PA Bob Rowe (AU 2276L) Ben Rowe (AU lt192L) 249-2677 697-4794 249-1978 Dave Rowe (AU 2295L) Auction Is Action Call '~owe~ For Satisfaction SELLERS NAME _ - DATE ~"f ADDRESS I ~mmkgon t~ Auc~on~s ~ ~ t~ m~ch~-~ ~ the ~h~t bidd~ by ~bHc Aucfio~ ~ ~ sold ~ is & ~ as n~s~ ~ ob~ b~. I ~r~ t~t I ~ ~ ~ ~ au~ ~p~- ~ve of ~e m~, ~s ~d or pm~y and ~ve ~ gtle and ~ ~ht ~ ~ ~d ~t t~ ~ ~ ~m ~ ~mb~. I ~ ~ a~pt ~ ~nsib~ty for p~ ~nmbk ti~ ~ for deH~ of ~le ~ ~e p~. I ~ ~ hoM ~ese the Aucfio~ ~et ~y ~s of the ~t~ ref~ ~ in To~ O~ER: TOTAL SALE EXPENSE DEDUCTED SELLERS NET SELLERS SIGNATURE REV-I$09 EX * (1-97) SCHEDULE F COMMONWE^LTH OF.EN.SYLVAN~^ JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline E. Wolf SS~/ 201-18-6607 06/27/2004 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER 21- 04- 0647 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A.Shirley A. Sanno Sister 3240 Lisburn Road Mechanicsburg, PA 17055 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH Include name of financial INstitution and ~nk JTEM FOR JOINT MADE accountnumberorsJmllarldentl~l~ number. DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT ~tachdeed~rl°lntly-heldrealestate' VALUE OF ASSET INTEREST 3ECEDENT'SINTERE5 1 A 01/04/83 Citizens Baruk - Checking 7,261.72 50.00% 3,630.86 Account No. 6100712982, date of death balance $7261.72, accrued interest $0.00 2 A 03/07/80 Citizens Bank - Checking 18,246.33 50.00% 9,123.17 Account No. 6100715183, date of death balance $18,246.33, accrued interest $0.00 3 A 06/08/90 Citizens Bank ~ Time 5,006.75 50.00% 2,503.38 Deposits No. 6140863082, date of death balance $5,000.00, accrued interest ;6.75 4 A 04/02/90 Citizens Bank - Time 2,089.13 50.00~ 1,044.57 Deposits No. 6140863090, date of death balance $2,087.29, accrued interest ;1.84 5. A 10/01/76 ~nited States Savings Bonds 11,123.94 50.00Z 5,561.97 Value per attached listing TOTAL(Alsoenteronline6, Recapitulation) $ 21,863.95 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1509 EX (Rev. 1-97) CITIZENS BANK Account Number 6100712982 Account Title PAULINE WOLF OR SHIRLEY A SAN-NO Date Opened 1/4/83 Account Type Checking Principal Balance as of DOD $7261.72 Interest fxom Last Posting to DOD $ .00 Account Balance as of DOD $7261.72 YTD Interest to DOD $8.98 CITIZENS BANK Account Number 6100715183 Account Title PAULINE WOLF OR SHIRLEY A SANNO Date Opened 3/7/80 Account Type Checking Principal Balance as of DOD $18246.33 Interest fzom Last Posting to DOD $ .00 Account Balance as of DOD $18246.33 YTD Interest to DOD $ .00 CITIZENS BANK Account Number 6140863082 Account Title PAULINE WOLF OR SI-ffRLEY A SANNO Date Opened 6/8/90 Account Type Time Deposits Principal Balance as of DOD $5000.00 Interest from Last Posting to DOD $6.75 Account Balance as of DOD $5006.75 YTD Interest to DOD $61.77 CITIZENS BANK Account Number 6140863090 Account Title PAULINE WOLF OR SHIRLEY A SAN-NO Date Opened 4/2/90 Account Type Time Deposits Principal Balance as of DOD $2087.29 Interest from Last Postin~ to DOD $1.84 Account Balance as of DOD $2089.13 YTD Interest to DOD $16.37 0 0 0000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline E. Wolf SS# 201-18-6607 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 06/27/2004 FILE NUMBER 21-04-0647 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 2 7. 1 2 3 4 5 6 FUNERAL EXPENSES: Gingrfch Memorials - Inscription Myers Funeral Home - Funeral 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 Zip Year(s) Commission Paid: Attorney's Fees James D. Bogar Esquire 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 Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Bell Real Estate - Real Estate Commission on Sale of Home Century 21: Walak - Real Estate Commission on Sale of Home Century 21: Walak - Transaction Fee for Sale of Real Estate Comcast Cable - Cable Bill-Final 3ohn C. Zepp, III, Esquire - Notary Fees Lower Allen Township - Sewer Bill-Final Total of Continuation Schedule(s) 95.00 7,415.00 4,350.00 149.00 2,525.00 2,575.00 125.00 42.24 8.00 24.00 2,843.19 $ 20,151.43 TOTAL (Also enter on line 9, Recapitulation) (if more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form softwareon~y CPSystems, lnc. Form REV-1511 EX (Rev. 1-97) Estate of: Pauline E. Wolf Soc Sec #: 201-18-6607 Date of Death: 06/27/2004 Item Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount 7 Pennsylvania American Water Co. - Bill-Final 8 PPL - Electric Bill-Final 9 Recorder of Deeds - Realty Transfer Tax 10 RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Personal and Fiduciary Income Tax Returns 11 Rowe's Auction Service - Commission/Expenses from Sale 12 UGI - Bill-Final 13 Verizon - Telephone Bill-Final 14 WSI - Trash/Dumpster Rental 36.33 54.39 850.00 850.00 474.50 38.23 57.09 482.65 2,843.19 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RES[DENT DECEDENT ESTATE OF Pauline E. Wolf SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS# 201-18-6607 06/27/2004 FILE NUMBER 21-04-0647 Include unreimbursed medical expenses. ITEM NUMBEF 1 2 3 4 DESCRIPTION Dr. Blacksmith, D.O. - Bill-Final Internists of Central Pennsylvania - Bill-Final Susquehanna Breast Care Center - Bill-Final West Shore EMS - Bill-Final AMOUNT 78.97 131.25 13.92 85.61 TOTAL (Also enter on line 10, RecapituJation) $ 309.75 (If more space is needed, insert additional sheets of the same size) Copyright(c) 19~6 form software only CPSystems, Irtc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX * (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline E. Wolf SS~/ 201-16-6607 NUMBER 4 II. SCHEDULE J BENEFICIARIES 06/27//2004 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions, amd transfers ur~der Sec. 9116(aXl. Z)] Howard L. Sanno 253 Hilltop Road Hun~nelsto%rn, PA 17036 Lester S. Sanno Pre-Deceased Decedent Roy M. Sanno 3240 Lisburn Road Mechanicsburg, PA 17055 Shirley A. Sanno 3240 Llsburn Road Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Brother Brother Brother Sister ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADi B. CHARITABLE AND GOVERNMENTAL DiSTRIBUTiONS FILE NUMBER 21-04-0647 AMOUNT OR SHARE OF ESTATE One third (1/3) of rest, residue and remainder Predeceased Decedent One third (1/3) of rest, residue and remainder One third (1/3) of rest, residue and remainder COVER SHEET TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) Z000 form software only T he Lackner Group, I nc. Form REV- 1513 EX (Rev. 9-00) P~ULINE E. NOLF I, PAULINE E. WOLF, of the Borough of Shiremanstown, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I give and devise my gold dollar earrings to my sister, SHIRLEY A. SANNO. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my living brothers and sister, HOWARD L. SANNO, ROY M. SANNO, ~STER S. SANNO and SHIRI~Y A. SANNO. In the event that any of my brothers or sister predecease me, I direct that their respective share or shares under this, my Last Will and Testament, be divided equally among or between those brothers and sister that survive me. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, ~or such prices and upon such terms (including credit, with or without security) or condi- tions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inhe~itance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the princi- pal of my residuary estate. FIFTH: I nominate and appoint my sister, SHIRLEY A. SANNO, and my brother, ROY M. SANNO, Co-Executors of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this / / day o~]~f~ 1991. PAULINE E. WOLF signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting Address witnesses. Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estateof Pauline E. Wolf also known as No. 21-04-0647 Date of Death 06/27/2004 , Deceased Social Security No. 201-18- 6607 Shirley A. Sanno and Roy M. Sanno, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real 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/We verify that the statements made in this Inventory are true and correct. I~Ne understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: James D. Bo~ar Esquire I.D. No.: 19475 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Personal Representative Signature: ShriftS a~nno~p Address: 3240 Lisburn Road Mechanicsburs, PA 17055 Telephone: 717/766-9568 Dated: I! 101o 1 Description (See continuation page(s) attached) (Attach additional sheets if necessary) Value Total: 86,485.75 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. Estate of: Date of Death: County: Pauline E. Wolf 06/27/2004 Cumberland INVENTORY CASH: Internists of Central Pennsylvania - Refund PERSONAL PROPERTY: 1983 Ford Fairmont, Vehicle Identification No.lFABP36X2DK155353 - Vehicle appraised as having no value Contents of home and personal property - Sold at Public Sale REAL ESTATE/PA: Ail that certain piece or parcel of real estate - having erected thereon a dwelling house being known and numbered as 13 North High Street, Shiremanstown, Pennsylvania, being Tax Parcel No. 37-23-0555-184. he property was acquired by John W. Wolf, Jr. and Pauline E. Wolf, his wife, Deed dated December 4, 1953 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "N", Vol. 15, Page 62, a copy of said Deed being 131.25 1,354.50 85,000.00 131.25 1,354.50 -1- attached hereto and incorporated herein. The said John W. Wolf, Jr. died October 9, 1991, whereupon full and complete title became vested solely in Pauline E. Wolf, the Decedent herein. The above-described real estate was sold pursuant to an Agreement for the Sale of Real Estate dated September 2, 2004, a copy of which is attached hereto and incorporated herein. Final settlement took place on September 30, 2004. A copy of the Deed conveying said real estate, along with a copy of the Settlement Sheet, are attached hereto and incorporated herein. The sale price of the real estate was $85,000.00. TOTAL RECEIPTS OF PRINCIPAL ............... 85,000.00 86,485.75 -2- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Pauline E. Wolf Date of Death: 6/27/04 Will No. 21-04-0647 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to 'this report. Date: 6/6/05 James D. B r, Esquire Name (Please, type or print) One West Maln St. Shiremanstown, PA 17011 Address r":'"l c..-) c') (717) 737-8761 Te 1. No. Capacity: Personal Representative x Counsel for personal _ ,P representative lJfi (MAH:rmf/AM3)