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HomeMy WebLinkAbout03-0422Register of Wills of Estate of Joan B. Wolf also known as Glenn E. Wolf Cumberland PETITION County, Pennsylvania FOR GRANT OF LETTERS No. 0.3- , Deceased Social Security No. 200- 24- 0198 Petitioner(s), who is/are 18 years of age or older, apply(les)for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent, dated 08/01/77 and codicil(s) dated None 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: 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 following spouse (if any) and heirs: Name Relationship Residence (COMPLy- ~_ 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 15 Garden Parkway, S, Middleton Twp. Decedent, then 71 years of age, died_ 05/02 , . 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 (list street, number, and municipality) 0--3, at Carlisle Regional Medical Ctr., PA (Location) $ situated as follows: 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: Sic~nature Typed or printed name and residence Glenn E. Wolf _~/~z/~ ~/.~ 125 Simmons Rd., Mechanicsbur~, 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(~ day of _i~ ---- r th4 Register ~.~/~ Glenn E. Wolf~ No. 21-03-422 Estate of Joan B. Wolf Deceased Social Security No: 200- 24-0198 Date of Death: 05/02/03 AND NOW, MAY 20th, 2003 ,3~[ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [~1 Testamentary [--'-] Of Administration (c.ta.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate) are hereby granted to Glenn E. Wolf in the above estate and that the instrument(s) dated 08/01/77 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters.~ .......... $ 60.00 Short Certificate(s)....12. $ 36.00 Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( 2 ) .... $ 6 · O0 Codicil ........... $ JCP Fee .......... $ 10.00 Inventory .......... $ Other ........... $ TOTAL ......... Prepared by the Pennsylvania Bar Association .... Register'of Wills Attorney: David J. Lenox I.D. No: 29078 The Wiley Group Address: One S. Baltimore St. Telephone: Dillsburg, PA 17019 717/432-9666 $ 112.00 CALLED ATTORNEY LENOX MAY 20, 2003 Copyright (c) 1996 form software only CPSystems, inc. Form RW-1 (1991) his is to certify that the infbrmation here given is correctly copied from an original certificate of death duly flied with me as Local Registrar. The original certificate will be. forwarded to thc State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee fi)r this certificate, $2.00 P 9283414 No. ~ocal Registra~ -- HAY [5 2003 ~ Date H105.144 Rev. 1/91 K INK ~ COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) ,. Joan ~ ,oil: [,.FemaLe I.. May 2, 2003 Feb 11 1932MechanZc~burg,P ,~,~ E~ ,. 71w. I -- '. ' ' I'. C~N~ OF D~H CIT~P OF D~H [FAClLI~ ~E (If n~ ~. ~ ~ a~ ~) ~DENT OF HIS~N~ ~IN? Cumbe=land _ Ca~ltsle Ca=lisle Regional Nedtcal Ceater ~C~OE~'S USU~ ~UP~ION KIND ~ BUSINES~NDIJSTRYU.S.ARMEO FOR~S? I~v ~ h~ ~a~ N~Ma~ G~~d m~ ~ ~--~ ~ ~S~CEUENTEVERIN ~O~u~'SEDUC~I~ MAR~ALST~US-M~;~ SUR~VNGS~USE ~5 Garden . Cartiste, PA 17013 ~ ,~.~Cumber~and ~,~,~'"' ~ ~ ~I,,, Ma~ 6,2003 ,,~o~ingtr Crtmatory .~.Ho~y Springs,PA 17065 ~'. ~ ~' /~~ I,,~. 'FI'~ggL ]',~Zng~.~:~rc~torffMt. Ho~ Springs, PAl 7065 ~*. 8:47 P ~s. May 2, 2003 I *MEDICAL EXAMINER/CORONER * DATE SIGNED (Mor~, Day, Y~ I,,d. May 5, 2003 0~,2~)'r~o~,nt Michael L. ~o~r:l.s, Coroner 6375 Basehore Road~ S~:[.t:e ,2. Mechanicsburg, Pa. 17050 ~ 21-03-422 21-03-422 LAST WILL AND TESTAMEI~I~ OF JOAN B. WOLF I, JOAN B. WOLF, of Monroe Township, Cumberland County, Pennsylvania, declare this instzxmaent to be my Last Will and Tes- tament, in manner and form following: 1. I hereby expressly revoke all l{ills and Codicils hereto- fore made by me. 2. I h~reby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, Glenn E. Wolf, survive me for a period of thirty days following my death, I devise and bequeath the re- mainder of my estate to Glenn E. Wolf. 4. Should my husband, Glenn E. Wolf, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate as follows: A. I give and bequeath my cedar chest to my daughter, Jodi M. l~olf. B. I give and bequeath my antique pitcher and glasses set to my daughter, Cheryl C. Lowery. C. I devise and bequeath the remainder of my estate to those of my children, Diane L. ~altz, Cheryl G. Lowery, Brian G. Wolf, Brad E. Wolf, and Jodi M. Wolf,i who are living on the thirty-first day following my death. In the event that any of the aforementioned children predecease me or die on or before the thirtieth day following my death, I direct that his or her share be divided among my other surviving children. My children shall take in equal shares. 5. I nominate and appoint William B. Lowery and Cheryl C. Lowery, his wife, or the survivor of them, as guardians of the - 1 - person of my minor children, in the event my husband does not s urwive me. 6. I nominate and appoint CCNB N.A., New Cumberland, Pennsylvania, Trustee of the share of any beneficiar~ who may be a minor. The income and/or principal of said trust may be accumu- lated or expended for the maintenance, education and support of such beneficiary as my Trustee in its sole discretion may detemine and my Trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly without the intervention of a guardian or pay the same to any person having the car~ or control of said beneficiary or with whom the beneficiary ~esides, without duty on the part of the T~ustee to supervise or inquire into the application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate in the event of death prior thereto. 7. I nominate and appoint my husband, Glenn E. %7olf, as Executor of this my Last ~7ill and Testament; and as substitute Executor I nominate and appoint O3NB N.A., New Cumberland, Penn- sylvania. 8. I direct that my personal representative and Trustee, as well as their successors, shall not be z~qui~ed to file bond or security in any jurisdiction. IN WITNESS %~HEREOF, I have hereunto set my hand and seal this day of , ~/Joan B. Wolf , (SEAL) -2 - CO~{ON%'EALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND .- SS. I, JOAN B. WOLF, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my f~ee and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by Joan B. Wolf, Testatrix, this l~~ day of ~.~f~ , 1977. IANICE E. FIERTZLER, NOTARY PUBLIC Cumberland County Car!isle, Pa, ~ly Commission Expires January 27, 1979 Te~tratrix .......~ COMNOb57EALTH OF PENNSYLV~N IA : : SS. COUNTY OF CUMBERLAND We, Roger M. Morgenthal and Tom H. Bietsch, the witnesses whose names are signed to the attached or foregoing inst~anent, being duly qualified according to law, do depose and say that we were present and saw Testatrix, Joan B. Wolf, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposel therein expressed; that both of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of ou~ knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Roger M. Morgenthal and Tom H. Bietsch, witnesses, this /~-- day of ~.._j~..~_~, , 1977. ..... ~JItnesS ' ANiCE E. ~-~ERTZLER, NOTARY PUBLIC Cumberland County ~7itne s s- - 3 - lill '03 ~lYf 20 P2:15 OF JOAN B. W~LF 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 003488 LENOX DAVID J ESQ 305 ROBIN HOOD RD DILLSBURG, PA 17019 ESTATE INFORMATION: SSN: 200-24-01 98 FILE NUMBER: 2103-0422 DECEDENT NAME: WOLF JOAN B DATE OF PAYMENT: 01/29/2004 POSTMARK DATE: 01/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/02/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 81,613.24 TOTAL AMOUNT PAID: 81,613.24 REMARKS: SEAL CHECK//1 606 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS EV. ~seo EX REV-1500 INHERITANCE TAX RETURN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE D~'T. 2~o, RESIDENT DECEDENT HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) !Wolf, ~oan B ~FDATE'OF DEATH (MM-DD--~cAR~' DATE OF B~RTI;:F~I~:.~R'~- ............ [ 05/02/2003 ...... i 02/11/1932 1 I(IF APPLICABLE) SURVIVING SPOUSE'S NAME ~ LAST, FIRST AND MIDDLE INITIAL) I Wolf, Glenn E , [] 1. Odginal Return [] 2. Supplemental Retum I [] 4. Limited Estate [] 4a.afterFUturel 2-11nJerest2-82) Compromise (dete of death [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1~1- OFFICIAL USE ONt..v FILE NUMBER 21 03 0422 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 200-24-0198 REGISTER OF WILLS SOCIAL SECURITY NUMBER ! 159-24-8904 [] 3. 7~inder RefEfi-iTd~t~Ffl~tii-p~ia~f6~p~.~3~8~- .... [] 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [] 11. Election to tax under Sec. 9113(A) (Attfich Sch O) David J. Lenox i The Wiley Group tELEPHONE NUMBER 717/432-9666 1 S. Baltimore Street Dillsburg, PA 17019 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 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) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) None None None None 54,517.53 None 35,849.70 11,771.01 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) OvF}CIAL USE! ONLY (8) 90,367.23 (11) 11,771.01 (12) 78,596.22 (13) (14) 78,596.22 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate x .045 (16) 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 42,746.52 35,849.70 0.00 1,613.24 1,613.24 20. [] II II a Iai · a I! '~ a Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 15 Garden Parkway i STATE ZIP Carlisle [ PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount (1) Total Credits (A + B + C) (2) 1,613.24 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) 1,613.24 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,613,24 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSVVER 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, 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 ADDRESS Glenn E. Wolf "~TG~E R'S O~N R E S p ~F-~-T174~ RETEIRR ............ ADDRESS 125 Simmons Rd. Mechanicsburg, PA 17055 DATE e"/cr/__:? ] S. Baltimore Street / Dillsburg, Pa 17019 / 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 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. LAST ~rILL AND %F~TAME'~I~ OF JOAN B. WOLF I, JOAN B. W~LF, ef Monroe Township~ C~mberland Coumty', P~s~lvania, declare this inst~ent to ~ my Last Will a~ Tes- 1. i he,by expressly ~voke all l~ills and Codicils he~to- 2. I ~raby direct my ~ecutor to pay all my J~st debts~ funeral and a~ministrative expenses out of my estate, as soo~ ~f t. hi~y daye foll~img ~ dsm'th, I d~vise and ~queath the ~- i~. Shoed my husband, Gle~ E. Wolf, predecease me or die on o~ ~fore the thi~ieth day following my death~ I devise bequeath the ~mainder of my estate as follows: I give and ~.queath my c~dar chest to my daughter, I gi~ and bequeath my antique pitcher and glasses set to my dau~htem,' Oh~l C~ C, t devise and ~eath t~e ~maindem of my estate t~ose of my c~ldmen~ Diane L. waltz~ Cheil G. Lowe~, Brian G. Wolf~ B~ad g. Wolf~ a~d Jodi M. who are liviRg on the thieF-first daF following m death~ In the event t~at any of t~ :aforementioned chil~ p~dacease me ~ die oR or before the ~himtie~h day foll~ng my death, I di~ct that his 5. I nominate amd a~pofnt ~Tilli~ B. ~ and ~e~l ~r the su~ivor of them, as g~a~dia~$ ef the person of my minor children, in the event mF husband d~es mot 6. ! nominate and ap~int GGNB N.A. ~ New G~'~rl~d~ Pen~sFlv~ia~ ~stee of the $~mre of any be~efieia~ ~ may a minor. ~e income and/or p~ncipa% of said t~st may ~ acc~u- !ated or e~pended for the maintenance, education and sup~ of such be~tefici~y as my T~stee in its sole dlsc~tion may and my T=ustee, in the ~xpendlt~e of inuo~ aRd/or principal for such pu~oses~ maF~ at its dise~tion~ appl7 the s~e di~etlF without the inte~e~tion of a ~a~aR or pay the s~e to ~y person ~v~ng the ca~ or e~tr~l of sai~ benefieia~ or ~th the ~nefiei~ ~sides, without duty on the part of the to su~rvlse or inqulr~ into the applicatioD, of the funds by ~rso~ to whom any pa~ent is so made. The balance of such i~c~e and/or p~ncipal shall ~ paid to such beneficia~ upon ~aching ma~o~t7, or to such benefici~y~s estate in ~he event of death prior thereto. ~cutor of this my ~st ~TI! ~d Tes.ta~ut; and as ~bstitute ~ecutor I nominate ~.d appoint CCNB N.A., New C~rl~d, 8. I direct t~t r(~y per~on~. ~p~sel%tative slid Trustee, as well as tt~ir successor, shall not ~ r~uired to file bond' or security iR any IN ~TNEgS ~E~ I have hereto set my hand and se~ P. KiTNESS: -2 - OOMMO~>7~ALTH OF PENNSYLVANIA : COUN!~' OF GUMBDR~ND :: SS. I, JOAN B. WOLF, Testatr~x~ whose name is si~ned to the attainted or foregoing i~s~r%un, ent, having b~e~ duly ~alified ~ha~ I si~ed it as my f~e and vol~ta~ act for the S~o~ or ~fi~ed to ,~d ackA~ledged ~fore me, by Joa~ ~, T~s.tatr~, this ~ day of ~~C , 1977. ANICE E. FIERTZLER, NOTARY PUBLt0 Commission Expires J~nuaw 27, 1979 COM~NWE.~,~[~I OF PENNSYLV;N IA : SS. COUNTY OF CUMBERLAND 1¢~, ROger M. Morgenthal and Tom H. Bietsch, the witnesses whose names are si~ned to the attaoked or fo~golng beimg duly ~alif.ied acco~ing to law~ do d.e~ and say that the Tes~a~r~ ~i~ed the will as ~i~esses; a~ that to the ~s~ of o~ knowledge t~ Testatr~ was at that of age~ of so%~d mi~d a~d ~der no constraint or ~due Sworn or. affirmed to and subscribed to befor~ me by Roger M.. Morgen~thal and Tom H. Bietsch, witnesses, this ]~%~ day of ~,.$,~.~,~. , 1977. - 3 - SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA ,N.ERI~"CE .~S,DEN~ ~CEOE"~ FILE NUMBER ESTATE OF Wolf, Joan B 21 - 03 - 0422 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 M&T Ban~ CD # 31003908163981 M&TBank Checking # 1111388 M&TBank Savings # 15004198189762 Sky mobile home manufactured 2000 56' x 14" 1992 Pontiac Grand Am household goods and furniture DESCRIPTION TOTAL (Also enter on Line 5. Recapitulation) VALUE AT DATE OF DEATH 21,614.94 3,000.54 9,364.05 11,333.00 8,900.00 305.00 ' 54,517.53 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT E-S;r.~,;FE ~F ........................... FlEE NUMBER Wolf, Joan B 21 - 03 - 0422 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY I I DATE OF DEATH Include the name of the transferee, their relationship to decedent and the date of transfer. ~VALUE OF ASSET Attach a copy of the deed for real estate. I M&T Bank IRA # 35004200167292 35,849.7C % OF DECD'S INTEREST 100% EXCLUSION (IF APPLICABLE) TOTAL (Also enter on line 7, Recapitulation) TAXABLE VALUE 35,849.70 35,849.70 Bank Manu.~'acture;'s ac~d Yr'aders Trt:sl C(~m!:)ar~y, t!00 Wehrie [)rive, RO. Box 76'7. Buffalo, NY !4240-0767 The Wiley Group Attorneys At Law 1 South Baltimore Street Dillsburg, PA 17019 Phone (302) 934~2909 F ax (302) 934-2955 July 17, 2003 Re: Estate of Joan B. Wolf Social Security: 200-24-0198 Date of Death: May 2, 2003 Dear Sir or Madam: Per your inquiry dated July 7, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Certificate of Deposit Account Number 31003908163981 Ownership (Names 029 Joan B Wolf, Owner Opening Date 04/04/01 Balance on Date of Death $21,397.83 Accrued lnterest $ 217. I1 Total $21,614.94 Type of Account Checking Account Account Number 1111388 Ownership (Names o29 Joan B Wolf, Owner Opening Date 08/31/91 Balance on Date of Death $3,000.41 Accrued Interest $ .13 Total $3, 000. 54 Type of Account Account Number Ownership (Names oj~ Opening Date Balance on Date of Death Accrued Interest Total Type of Account Account Number Ownership (Names of) Opening Date Balance on Date of Death Accrued Interest Total Savings Account 15004198189762 Joan B Wolf, Owner 04/04/01 $9,362.93 $ 1.12 $9,364.05 IRA 35004200167292 Joan B Wolf, Owner 05/09/99 $35,401.74 $ 447.96 $35,849.70 Sinc,,~ely, (302) 934':'2909 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wolf, Joan B '~ 21 - 03 - 0422 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1 2 DESCRIPTION FUNERAL EXPENSES: Hollinger Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City state Zip Year(s) Commission paid Attorney's Fees David J. Lenox, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills State Zip Accountani's Fees Tax Return Preparer's Fees Other Administrative Costs Legal Adv. The Sentinel Legal Adv. Cumberland Law Journal' Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) AMOUNT 2,031.44 6,200.00 112.00 102.11 75.00 3,250.46 11,771.01 COMMONWEALTH OF: PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Sd'ledl~H ESTATE OF Wolf, Joan B 3 Filing Fee 4 Lot Rent at Sigman's Mobile Home park 5 Lawn mowing and property maintenance 6 Advertising for Sale of Mobile Home' - 7 Phone Bill 8 PP1 Bill 9 Agway Energy Products 10 Clean up and cost of sale prePartion I FILE NUMBER ......................................................... _21_: °_. ....................... 25.00 2,080.00 226.16 261.20 12.60 245.30 150.20 250.00 Page 2 of Schedule H REV4 5~ EX* (9-00)' ,~ COMMONWF. ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER II. Wolf, Joan B SCHEDULE J BENEFICIARIES- FILE NUMBER NAME AND ADDRESS OFPERSON(S)RECEIVlNG PROPERTY TAXABLE DISTRIBUTIONS (include outdght spousal distributions) Glenn E. Wolf 125 Simmons Rd. Mechanicsburg, PA 17055 Cheryl Lowery 1248 York Rd Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT .... D~_~Not List Tmstelt(~)_._ Spouse Daughter Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she t NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE AMOUNT OR SHARE OF ESTATE 100% probate Est. 100% annuity proceeds B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ; TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Wolf', Joan also known as , Deceased No. 21 - 03- 0422 Date of Death 5/2/2003 Social Security No. 200-24-0198 Glenn E. Wolf The PersOnal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inveni0ry include all of the personal assets wherever situate and all of the real estate located 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 the 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, t/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: I.D. No.: Address: Personal Representative DavidJ. Lenox Signature:. ~ff_/~.,,, ~_~. ........ Glenn E7 29078 Signature: Signature: 1 S. Baltimore Street Dillsburg, Pa 17019 Address: 125 Simmons Rd. Mechanicsburg, PA 17055 Telephone: 717/432-9666 Telephone: Dated: Personal Property M&T Bank CD # 31003908163981 M&T Bank Checking # 1111388 M&TBank Savings # 15004198189762 Sky mobile home manufactured 2000 56' x 14" 1992 Pontiac Grand Am household goods and furniture 21,614.94 3,000.54 9,364.05 11,333.00 8,900.00 305.00 Total Personal Property $54,517.53 (Attach additional sheets if necessary) Total Personal Property and Real Estate $54,517.53 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: will No. o¢/ 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 ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 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 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 v'/ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ui'd ' Lc o , Name (Please type or print) Tel. No. too Capacity: Personal Representative Counsel for personal representative BUREAU OF TNDZVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. 180601 HARRISBURG, PA 17128-0601 DAVID J LENOX THE WILEY GROUP I S BALTIHORE ST DILLSBURG PA 17019 COHHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER REV-15~i7 EX AFP 05-15-2004 WOLF JOAN B 05-02-2005 21 05-0422 COUNTY CUHBERLAND ACN 101 Amount Remitted I HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-1547 EX AFP (01-03) NOTICE OF ]:NHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF WOLF JOAN B FILE NO. 21 05-0422 ACN 101 DATE 05-15-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON.' 1. Real Estate (Schedule A) 2. $. ~+. 5. 6. 7. 8. ORIGINAL RETURN (1) Stocks and Bonds (Schedule B) (2) CloselyHeld Stock/Partnership Interest (Schedule C) ($) Hortgages/Notes Receivable (Schedule D) (~) Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($) Jointly Owned Property (Schedule F) (6) Transfers (Schedule G) (7) Tote1 Assets APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/N/sc. Expanses (Schedule H) 10. Debts/Nortgage Liabilities/Liens (Schedule Z) 11. Tote1 Deductions 12. Nat Value of Tax Return 15. lq. (9) (10) Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax 54/517.55 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of this form with your tax payment. $5~849.70 (8) 11,771.01 .00 NOTE; 90,$67.Z~ (15) 42,746.52 x O0 = .00 (16) $5,849.70 x 045 = 1,615.24 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 1,615.24 ANOUNT PAID 1,615.24 TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ASSESSHENT OF TAX: 15. Amount of Line 1~ at Spousal rata 16. Amount of Line lfi taxable at Lineal/Class A rate 17. Amount of Line 1~ at Sibling rata 18. Amount of Line lq taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER TNTEREST/PEN PATD (-) 01-27-2004 CD005488 .00 ZF PA/D AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL ZI~TEREST. 1,615.24 .00 .00 .00 ( IF TOTAL DUE TS LESS THAN $1, NO PAYNENT TS REQUIRED. TF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THI'S FORN FOR 'rNSTRUCTI'ONS. } Zf an assessment Nas issued previously, 11nas 14, 15 and/or 16, 17, 18 and 19 ~111 reflect figures that include the tote! of ALL returns assessed to date. (11) ]] .771. I}1 (12) 78,596.ZZ (15) . O0 (lr,) 78,596. ZZ RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collataral) rate on any such future interest. PURPOSE DF NOTICE: PAYNENT= REFUND [CR): OBJECTIONS: ADNIN- ZSTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of 2000. (7Z P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF MILLS) 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-I$1S). Applications are available at the Office of the Register of Nills, any of the Z$ Revenue District Offices, or by calling the special Z~-hour answering service for farms ordering: 1-800-56Z-lOS0; services for taxpayers with special hearing and / or speaking needs: 1-800-~qT-SOZO (TT only). Any party in interest not satisfied with the appraisement, allowance, 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. ZBiOZ1, Harrisburg, PA 171lB-lOll, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions far Inheritance Tax Return for a Resident Decadent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (S) calendar months after the dacedent's death, a five percent (SI) discount of the tax paid is allowed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period es 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, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rata 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 ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .0005~8 ~-1991 llZ .000S01 ZOOI 9X .O00Zq7 1983 162 .000~S8 199Z 9Z .O00Z~7 ZOO2 62 .00016q 198q Ill .000301 199S-199~ 7Z .000192 ZOOS SZ .000137 1985 13Z .000S56 1995-1998 91 .O00Z~7 ZOOq qZ .O001lO 1986 lOX .00027q 1999 7Z .00019Z 1987 IOZ .OOOZ7~ ZOO0 7Z .DOOIgZ --Xnterest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calculated.