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Home My WebLink About03-0046PETITION FOR PROBATE and GRANT OF LETTERS Estate of' John Nelson Wolf, Jr. No. ~1~0.3 .--~~ also known as To: Register of Wills for the , O County of Cumberland Social Security No. 177-24-5270eceased' Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last will of the above decedent, dated May 20 .. and codicil(s) dated Ny'/% in the named ,19 91 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 261 Arch Street, Carlisle (Borough of Carlisle), Pennsylvania (list street, number and muncipality) Decendent, then 69 years of age, died December 24, ~I9. 2002., at (/_ar] i .~1 ~.. P~nnsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of t[ae will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A Decendent 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 $ situated as follows: unknown WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. 261 Arch Street Carlisle, PA 17013 before me this 16th __ dav of [ I-~a Irene Wolf /, ) Janua/;~,,. Z~/~ ~13 2003J ' ~ ~' M.Ott°, ~t ~pu~y - /- ~e~ ..... /7-//5-5 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. 21-2003-46 Estate df JOHN NEI.SON WOLF. JR. , Deceased DECREE OF PROBATE AND GRANT OF LETTERS January 17th AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated May 20, 1991 described therein be admitted to probate and filed of record as the last will of John Nelson Wolf, Jr. and Letters Testamentary Iva Irene Wolf are hereby granted to Xl:9 2003 in consideration of the petition on FEES Probate, Letters, Etc .......... $. 18.00 Short Certificates(2 ) .......... $~ 6.00 Renunciation ................ $. x-Pages (2) $ 6.00 JC~ 10.00 TOTAL __ $ Filed .J..a0uar~.. 17.th,2003... 9.4.0.-.0.0.... Register of Wills /Z/ f ~/ll_7~. 47077 A~ORNEY(Sup. Ct.I.D. No.) Keith O. Brenneman 44 W. Main Street ADDRESS Mechanicsburg, PA (717) 697-8528 17055 PHONE Mailed letters .to attorney on 1-i7-03 21-2003-46 I, JOHN NELSON WOLF, JR., of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind and under no legal disability, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TWO: I give, devise, and bequeath all of my estate of every nature and wherever situate to my wife, Iva Irene Wolf, provided she survives me by thirty (30) days or more. THREE: If my wife, Iva Irene Wolf, has predeceased me or failed to survive me by thirty (30) days or more, I give, devise and bequeath all of my estate of every nature and wherever situate to my children, Steven Michael Wolf, Jacqueline Kay Christopher, Carolann Eileen Rothermel, and Susan Marie Wolf, in equal shares, per stirpes. If any of my children has predeceased me, then the share of my deceased child will be equally divided by the issue of said child who survive me. If one of my children has predeceased me without living issue, then said child's share will be distributed to my children who survive me. FOUR: I nominate and appoint, my wife, Iva Irene Wolf, to be the Executrix of this my Last Will. If she has predeceased me, failed to qualify, or ceased to serve as Executrix of this my Last Will, I nominate and appoint my children, Steven Michael Wolf, Jacqueline Kay Chronister, Carolann Eileen Rothermel, and Susan Marie Wolf, as Co-Executors of this my Last Will. FIVE: My Executrix may at her discretion, compromise claims, borrow money, retain property for such length of time as she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as she may deem proper; and invest estate property and income without restriction to legal investments. SIX: I direct that my Executrix and my Co-Executors shall not be required to post bond or enter security in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will, this~Oj~ day of May, 1991. Signed, sealed, ~.. EAL) s~d' JOHN NELSON WOLF,~ publi and declared by JOHN NELSON WOLFE, JR., the above-named testator, as and for his Last Will and Testament, in the presence of us, who at his request, and in his presence and in the presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGEMENT AND AFFIDAVIT WE, JOHN NELSON WOLF, JR., KATHLEEN M. KENNEY and SHARON L. SCHWALM, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. .~.~,'~/'- DOHN NELSON WO~_F, / KATHLEEN M. KENNEY.__.__~ " SHARDN L. SCHWALM COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by JOHN NELSON WOLF, JR., the testator, and subscribed and sworn to before me by KATHLEEN M. KENNEY and SHARON L. SCHWALM, witnesses, thiso~~ day of May, 1991. JO~H~I NELSON WOLF, JR. LAW OFFICES IRWIN, IRWIN & MC:KNIGHT WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013:3216 (717) 249-23~;3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28O601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 03 000 COU N17 CODE YEAR NUi~BER 4 6 UJ DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Wolf, John Nelson, Jr. SOCIAL SECURITY NUMBER 177 - 24 - 5270 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 12/24/02 02/10/33 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Iva I. Wolf [--~ 1. Odginal Return [~4. Limited Estate "-'16. Decedent Died Testate (A~ch cop,/of Will) 1'~9. Litigation Proceeds Received 1~2. Supplemental Return i--'1 4a. Future Interest Compromise (date of aeath afl~ 12-12-82) r-'-~ 7. Decedent Maintained a Living Trust (Aach ==py of Trust) E]10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) E~3. Remainder Return (date oldeath prior Io 12-13-82) ---]5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes Dll.Election to tax under Sec. 9113(A) (Attach S~ O) THIS SECTION MUST~BE COMPLETED: ALL~'CORRESPONDENCE;AND CONFIDENTIALTAX INFORMATION SHOULD BE DIRECTED TO: NAME Keith O. Brenneman, Esquire FIRM NAME (If~cable) KnPlhaker: Brenneman & Spare, PoC. COMPL~E MAILING ADDRESS 44 W. Main Street Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Pmpdetomhip (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 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 Prope~ (7) (Schedule G or L) 8. Total Gross Assets (total Unes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Uabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Unes 9 & 10) 12. Net Value of Estate (Une 8 minus Line 11) 23,542.80 (8) 19,810.40 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11) 43,353.20 (12) 43,353.20 (13) (14) 43,353,20 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 4 3,3 5 3.2 0 16. ,,~ount of Une 14 taxable at lineal rete x .o 0 (45) x .o_ (16) -0- 17. Amount of Une 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) -0- · >BESURETTO ~ANSWER~L~QUESTIONS:ON~RL=r~SE;SID~N~ECHECK~ATH<'< ' · '~ :~ .,~i, :~:,~:~?,;, ·:: Decedent's Complete Address: STREET ADDRESS 261 Arch Street °~arlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount InterestJPenalty if applicable D. Interest E. Penalty ISTATE PA (1) Total Credits ( A + B + C ) (2) 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 1 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. (3) (4) (5) (5A) (58) 17013 -0- B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] c. retain a reversionary interest; or .......................................................................................................................... [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? .............. ~ [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] 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, I declare that I have examined this return, ir~uding accompanying sc~edulas and statements, and to the beet of my knowledge and belief, it is true, correct and complete. Declaration of preparer ot~er than the personal representative is based on all information of which preparer has any knowledge. · Executrix PA 17013 DATE ADDRESS 261 Ar, nth Street· Carlisle· SIGNATURE ~J~~REsENTATIvE ADBRESS 44 W. Main Street· Mechanicsburg, PA 17055 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. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 RS. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax ratum 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, cra stepparent of the child is 0% [72 RS. §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 4.5%, except as noted in 72 ES. §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 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an :~,dividuaJ who has at least one parent in common with the decedent, whether Dy btood or adoption. REV-1503 EX+ (6-98~ .~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John Nelson Wolf, Jr. SCHEDULE B STOCKS & BONDS FILE NUMBER 21-03-00046 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 552 shares of E. I. du Pont de Nemours and Company common stock at $42.65 per share: $23,542.80 TOTAL (Also enter on line 2, Recapitulation) $ 2 3,5 4 2.8 0 more soace ~s needed, ~nsert additional sheets of the same size) REV-1510 EX+ (6-98~.~ -~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF John Nelson Wolf, Jr. FILE NUMBER 21-03-00046 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is les. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE OATE OF TRANSFER. AI'rACHACOPYOFTHEDEEDFORREALESTATE. VALUE OFASSET INTEREST (IF APPLICABLE) VALUE 1. Series EE United States Savings Bond:, payable upon death to Iva I. Wolf (see attached listing with values) TOTAL (Also enter on line 7 Recapitulation) $ 19,9 10, 40 (If more sDace is needed, insert additional sheets of the same size) Wolf, John Nelson, Jr. Schedule G File No. 21-0300046 Serial Number Series Denomination Issue Date Date of Death Value L319713340 Cl14725836 Cl14725838 Cl14725840 Cl14725842 Cl14725844 Cl14725846 Cl14725848 Cl14725850 Cl14725852 Cl14725854 Cl14725856 Cl14725856 Cl14725860 Cl14725862 Cl14725864 C161929120 C161929122 C161929124 C161929126 C161929128 C161929130 C161929132 C161929134 C161929136 C161929138 C161929140 C161929142 C161929144 C161929146 C161929148 C161929150 C161929152 C211677056 C211677058 C211677060 C211677062 C211677064 C211677066 C211677068 EE $ 50 01/1988 $ 57.24 EE 100 06/1983 165.12 EE 100 07/1983 165.12 EE 100 08/1983 161.92 EE 100 09/1983 161.92 EE 100 09/1983 161.92 EE 100 10/1983 161.92 EE 100 11/1983 158.08 EE 100 12/1983 158.08 EE 100 12/1983 158.08 EE 100 01/1984 158.08 EE 100 02/1984 155.28 EE 100 03/1984 155.28 EE 100 03/1984 155.28 EE 100 04/1984 155.28 EE 100 05/1984 150.88 EE 100 06/1984 150.88 EE 100 06/1984 150.88 EE 100 07/1984 148.28 EE 100 08/1984 148.28 EE 100 09/1984 148.28 EE 100 09/1984 148.28 EE 100 10/1984 148.28 EE 100 11/1984 143.92 EE 100 12/1984 143.92 EE 100 12/1984 143.92 EE 100 01/1985 141.20 EE 100 02/1985 141.20 EE 100 04/1985 141.20 EE 100 -05/1985 141.20 EE 100 03/1985 141.20 EE 100 04/1985 140.60 EE 100 05/1985 140.60 EE 100 06/1986 135.12 EE 100 07/1986 132.48 EE 100 07/1986 132.48 EE 100 08/1986 132.48 EE 100 09/1986 132.48 EE 100 10/1986 132.48 EE 100 10/1986 132.48 C211677070 C211677072 C211677074 C211677076 C211677078 C211677080 C211677082 C211677084 C211677086 C248113002 C248113004 C248113006 C248113008 C248113010 C248113012 C248113014 C248113016 C248113018 C248113020 C248113022 C248113024 C248113026 C248113028 C248113030 C248113032 C248113034 C248113036 C248113038 C248113040 C248113042 C248113044 C248113046 C293981710 C293981712 C293981714 C293981716 C293981718 C293981720 C293981722 C293981724 C293981726 C293981728 C293981730 C293981732 C293981734 C293981736 EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 11/1986 12/1986 01/1987 01/1987 02/1987 03/1987 04/1987 04/1987 05/1987 06/1987 06/1987 07/1987 07/1987 08/1987 08/1987 09/1987 09/1987 10/1987 10/1987 11/1987 12/1987 12/1987 01/1988 01/1988 02/1988 02/1988 03/1988 03/1988 04/1988 04/1988 05/1988 05/1988 06/1988 06/1988 07/1988 07/1988 08/1988 08/1988 09/1988 09/1988 10/1988 10/1988 11/1988 11/1988 12/1988 12/1988 120.64 120.64 118.44 118.44 118.44 118.44 118.44 118.44 117.20 117.20 117.20 115.00 115.00 115.00 115.00 115.00 115.00 115.00 115.00 114.48 114.48 114.48 112.24 112.24 112.24 112.24 112.24 112.24 112.24 112.24 112.24 112.24 112.24 112.24 110.04 110.04 110.04 110.04 110.04 110.04 110.04 110.04 110.04 110.04 110.04 110.04 C293981738 C293981740 C293981742 C293981744 C293981746 C293981748 C293981750 C293981752 C293981754 C293981756 C293981758 C293981760 C293981762 C342852992 C342852994 C342852996 C342852998 C342853000 C342853002 C342853004 C342853006 C342853008 C342853010 C342853012 C342853014 C342853016 C342853018 C342853020 C342853022 C342853024 C342853026 C342853028 C342853030 C342853032 C342853034 C342853036 C342853038 C342853040 C342853042 C342853044 C342853046 C342853048 C342853050 C342853052 C342853054 C342853056 EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 12/1988 01/1989 01/1989 02/1989 02/1989 02/1989 03/1989 03/1989 04/1989 04/1989 04/1989 05/1989 05/1989 06/1989 06/1989 06/1989 07/1989 07/1989 08/1989 08/1989 08/1989 09/1989 09/1989 10/1989 10/1989 10/1989 11/1989 11/1989 12/1989 12/1989 12/1989 01/1990 01/1990 01/1990 02/1990 02/1990 03/1990 03/1990 03/1990 04/1990 04/1990 04/1990 05/1990 05/1990 05/1990 06/1990 110.04 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 107.88 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 105.76 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 103.68 C342853058 C342853060 C342853062 C342853064 C342853066 C342853068 C342853070 C342853072 C342853074 C342853076 C342853078 C342853080 C342853082 C342853084 C342853086 C342853088 C342853090 C342853092 C342853094 C342853096 C342853098 C342853100 C342853102 C342853104 C342853106 C342853108 C342853110 C342853112 C342853114 C342853116 C342853118 C342853120 C342853122 C342853124 C342853126 C342853128 C342853130 C342853132 C342853134 EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 06/1990 06/1990 07/1990 07/1990 07/1990 08/1990 08/1990 08/1990 09/1990 09/1990 09/1990 09/1990 10/1990 10/1990 10/1990 11/1990 12/1990 12/1990 01/1991 01/1991 02/1991 03/1991 03/1991 04/1991 04/1991 05/1991 05/1991 06/1991 07/1991 07/1991 08/1991 08/1991 09/1991 09/1991 10/1991 11/1991 11/1991 12/1991 12/1991 103.68 103.68 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 101.64 98.68 98.68 98.68 98.68 98.68 98.68 98.68 98.68 98.68 98.68 95.84 95.84 95.84 95.84 95.84 95.84 95.84 95.84 95.84 95.84 95.84 Total Value: $19,810.40 REV-1§13 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER John Nelson Wolf, Jr. 21-03-00046 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAMEAND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ! TAXABLE DISTRIBUTIONS [include outdght spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Iva I. Wolf 261 Arch Street Carlisle, PA 17013 Surviving Spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ii - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more soace is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Iva I. Wolf being duly sworn according to law, deposes and says that She is the Executrix of the Estate of John Nelson Wolf, Jr. late of -- the Borou~h__Q_f Carlisle , Cumberland County, Pa., deceased and that the within is an inventory made by Iva I. Wolf . the said Executrix of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pen.n, sylvania, and that the figures opposite each item of the Inventory represent it's fair value as of %he date of decedent s death. Sworn to Date of Death and subscribed before me, Ex*ecufor - A~n/~sfrafor ,~ .-u,~ ,~/ /..~'~,,~*c% ~Z~O~ Zva I. Wolf ~ ~ / . 261 Arch Street ~/~Z [ Carlisle, FA i7013 ~ P~ m~ ~ I 24 DUUe~LLb~ 2002 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. 0 U.I ,, -- ~ 0 Inventory of the real and personal estate of John Ne]son No].£, Jr. deceased PERSONAL PROPERTY. 1. 552 shares of E.I. du Pont de Nemours and Company common stock at $42.65 per share: TOTAL VALUE PERSONALTY: REAL ESTATE. NONE TOTAL VALUE ALL PROPERTY: $23,542.80 3,542 80 NONE 23,542 80 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISTON DEPT. 280601 HARRISBURG, PA 17128-0601 KEITH 0 BRENNEMAN ESQ SNELBAKER ETAL qq W MAIN ST MECHANICSBURe PA ~7055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1S47 EX AFP ¢01-05) DATE 03-31-2003 ESTATE OF WOLF JR DATE OF DEATH 12-2q-2002 FILE NUMDER 21 05-00q6 COUNTY CUMBERLAND ACN 101 r Amoun~ Rem/~ad JOHN N MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG TH/S LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP [01-033 NOTICE OF INHERITANCE TAX APPRATSEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTTONS AND ASSESSMENT OF TAX ESTATE OF WOLF JR JOHN N FILE NO. 21 03-0046 ACN 101 DATE 03-31-2005 TAX RETURN NAS: (X} ACCEPTED AS FILED { } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) {1) 2. Stocks and Bonds (Schedule B) (2) 5. Closely Held Stock/Partnership Interest (Schedule C} q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 15. lq. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Estate Subject to Tax .00 25~54Z.80 .00 .00 .00 .00 19z810.40 (8) .00 .00 (11) (12) (15) (lq) NOTE: If an assessment Nas issued previously, lines 14, 15 and/er 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate (15) 16. Amount of L/ne 1~ taxable a~ Lineal/Class A rata (16) 17. Amount of Line 1~ at Sibling rate (17) 18. Amount of L/ne lq taxable at Collateral/Class B rata (18) 19. Principal Tax Due DISCOUNT INTEREST/PEN PAID (-) TAX CREDITS: PAYflENT DATE 45,$53.Z0 X O0 = · 00 x Oq5 = · O0 x 12 = · O0 x 15 = (19)= AMOUNT PAID RECEIrl NUMBER IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper crmdit to your account, submit the upper portion of th/s form with your tax payment. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 43,$55.Z0 q3,$53.20 .00 43,355.20 18 and 19 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .00 .00 .00 .00 .00 .00 .00 .00 .00 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or bmR=re December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of tho decedent after the expiration of any estate for life or for years, the Coeeoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To ~ulfi11 the requirements of Section Zl~O of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REO/STER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Z~-hour anseering service for fores ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-30Z0 (TT only). Any party in interest not satisfied with the appraisement, alloeance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17128-1021, 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 eriting to: PA Department of Revenue, Bureau cf Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601) Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) 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 (SI) discount of the tax paid is allowed. The 15Z 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 would 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 delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000161. AIl taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .0005~8 1987 9Z .O00Z~7 1999 7Z .O0019Z 1983 16Z .000~38 1988-1991 X1Z .000301 ZOO0 8Z .O00Z19 198~ 11Z .000~01 1992 9Z .O00Z~7 2001 9X .O00Z~7 1985 132 .000~56 1993-199~ 7Z .O0019Z 200Z 62 .00016~ 1986 IOZ .OOOZT~ 1995-1998 9Z .O00Z~7 2003 5Z .000137 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DALLY INTEREST 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 shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: John Nelson Wolf, Jr. December 24, 2002 Will No. Admin. No. 21-03-00046 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: State whether administration of the estate is complete: Yes ~ No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete:._ approximately 2 years 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 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 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: April8, 2003 k~~~ Signature Keith O. Brenneman Name (Please type or print) 44 W. Main Street Mechanicsburq, PA Address 17055 ( 71~ 697-8528 Tel. No. Capacity: Personal Representative (MAH: rmf/AM3 ) X Counsel for personal representative 1AW OFFICES SNEIBakEr. BrENNEMAN & SPare CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: John Nelson Wol/Jr. Date of Death: December 24, 2002 Will No. 21-0~-0046 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned estate on April 25, 2003. Name Iva I. Wolf Address 261 Arch Street Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: April 25, 2003 Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, PA 17055 (717) 697-8528 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Iva I. Wolf being duly sworn according fo law, deposes and says that She is the Executrix of the Estate of John Nelson Wolf, Jr. late of the Borough of Carlisle , Cumberland County, Pa., deceased and that the within is an inventory made by Iva I. Wolf ., the said Executrix of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outs;de the Commonwealth of Pen,n, sylvanla, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent s death. Sworn to and subscribed before me, 2003 Execu.~o~ ~ Aa~m~sfrafor Ira I. Wolf 261 Arch Street Carlisle, PA 17013 Address t~em~r. ~n~vtv~nl~ a~nni~tinn ot Not.~e$ Date of Death 24 Decembe~ 2002 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed wlth;n fhlrfy days of discovery of additional assets. 3. Additional sheets may be affached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. , o SUPPLEMENTAL Inventory of the real and personal estate of John Nelson Wolf, Jr. deceased PERSONALTY ~ A. Inheritance from tile Estate of John N. Wolf, Sr.: TOTAL VALUE, SUPPLEMENTAL INVENTORY: $9,221 $9~221 32 32 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 BRENNEMAN KEITH 0 44 W MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of WOLF JOHN NELSON JR File Number: 2003-00046 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ G GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge / vo~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: John Nelson Wolf, Jr. Date of Death: December 24, 2002 Will No.: 21-02-0046 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 0 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No 0 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 I!JC No 0 Date: October 21, 2003 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. I~ Signature (.') Keith o. Brenneman Name 44 W. Main Street Mechanicsburg, PA 17055 Address , " (717)697-8528 Telephone No. Capacity: 0 Personal Representative iii Counsel for personal representative ~;