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Home My WebLink About09-24-12 (2)J REV-1500 °`~'-'°' w PA Department of Revenue Penrt~~Ilvania Bureau of Individual Taxes Q a~e„r PO Bolczaosol INi~ Nartisbtrrg, PA 171280801 F ENTER tlECCncur ru~.......~._.. __. 150561D143 Soarer Security Number _....~••~•• ~`..vsr Date of Death 26 2011 DecedeM'a Last Name hiSPE'ER sutex (N APplieablel Enter Surviving Spouae'e Informelion Below Spouse's Last Name Srtffoi Spouse's Social Security Number OFFIGAL USE ONLY Caunry Cade Veer Fik N~nber AX RETURN 21 12 0075 ECEDENT Date of Birth 10 15 19:L6 DeeedeM'a Fsst Nome Mt OLIVE C Spouse's Frst Name MI THIS RETURN MUST BE FlLED IN DUPLJCATE WITH THE FILL IN APPROPtiIATE OVALS BELOW REGISTER OF' WILLS r 1. Origirml Rearm ~ p, Suppbnrerfal Rerun 4. LImiled ESlate ^ ~. FUhneln2rostC~~~~ (de! W d-di after 12.7282) ~i fi DecaderY Gied iomh (Aaadi Copy AylA/) n pe~tlr~t1~' e~~iruet 7- r^-m(:o ~T -Y nng ^ 9- Liiga6pn Proceeds Reoeired n 9. Remeilger Returr (dale of death prior b 12-1382) ^ 5. r-ederel EaWe Tax Relum Required --~ .B. Trial Number of Sale Depodl Bcaces ^ 10. MMeen 12.37-gt aryrt~ 7-65) deeM ^ ~11 Election b tax under Sec. 9113(A) 1 (Aifaoh Stlr. O) CORRESPONDENT - TfaS BECTiON 1WJgT BE CORWLEfED. ALL CORR Name ESPONDENCE AND CAii#NnpL TAX t1FORaMT10N SNOtltD BE DRECTED TO: ROB$RT CLOFIN$ $SQU;g$ Da1AlRre T~tlone Number 717 747 5995 First line of address 120 PIN$ 61tiOV$ CO~lfONS Second Mlle of address REGISTER OF WILLS USE ONLY Cby4fPostOlfice L D c~ED ti Y012K ~ aP Code PA 174035151 ~~~ c ~ N c?'a <Gril ~ n.i t'~ Corresporldertts efrwG address: rob~satateattp n r ' -. .COriT r-~ His hue~m~and~~•ldecdsarelliane alo•ryr7ed aie nahen,' O•':~' ~ •', ~~ mmpele. Dedsratiorr ur t~dy~p _ SIG E LPp+ersr enrer tl-rl Ure pelaorr~e~6Ye is bsced onus iiwn~'err ervfiirhtlrer(~ kas gDpa fires arty gdouiisdge-., t'1-I 4WRFSS ~ C.c Carol n L. We Ter ~/'~~ 9 ~~ 7 Robert Clofine PA 150561D143 Side 1 1505610143 J J 1505610243 REV-1500 EX Decedents Name: Wepfe~, Oi1Ve (., Decedent's Social Security Number RECAPITULATION 1. Real Estate (Schedule A) ......................... ........................................................ ...... 1. 2. Stocks and Bonds (Schedule B) .................... ................................................... ...... 2. 321,610.74 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C ).... ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ......... .......................................... ..... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........... .... 5. 254,497.52 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ......... 7. Inter-Vivos Transfers & Miscellaneous l~dq Probate Property (Schedule G) ... 6. LJ Separate Billing Requested......... ... 7. 8. Total Gross Assets (total Lines 1-7) .............. ................................................... .... 8. 576,108.26 9. Funeral Expenses & Administrative Costs (Schedule H) ... ................................. ... g. 11,518.23 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .. 10. 610.09 11. Total Deductions (total Lines 9 & 10) .......................... ....................................... .. 11. 12,128.32 12. Net Value of Estate (Line 8 minus Line 11) ...... ........................... . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 5 63 , 97 9.94 an election to tax has not been made (Schedule J) ... ........................................... . 13_ 14. Net Value Subject to Tax (Line 12 minus Line 13) ............ .................................. . 1q. 563,979.94 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15 16. Amount of Line 14 taxable . 0.00 at linealratex .045 563,979.94 17. Amount of Line 14 taxable 1s. 25,379.10 at sibling rate X .12 0.00 17 18. Amount of Line 14 taxable . ~ • ~ ~ at collateral rate X .15 0.00 18 . 0.00 t9. Tax Due ................. ..................................................... 1s. 25,379.10 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. I_ Side 2 1505610243 150.5610243 J REV-1500 EX Page 3 Decedent's Complete Address: utctUENT'S NAME Wepfer, Olive C. STREETADDRESS 5225 Wilson Lane, Apt. 2114 cITY STAI-E ~21P PA ~ 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 21,375.00 1,125.00 File Number 21-12-00'75 (1) 25,379.10 Total Credits (A + B) (2) 22,500.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Cheek box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. t0: (3) (4) (5) 2~879.~~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE! APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred :............... Yes No b. retain the right to designate who shall use the property transferred or its income :....................._...._..... c. retain a reversionary interest: or ............................................................................................................... ~ z d. receive the promise for life of either payments, benefits or care?............ 2. If death occurred after December 12, 1982, did decedent transfer ro ~~~~~~~~ ~~~~~~~~~~~~~~"" receiving adequate consideration? ....................... P ~~ within one year oaf death without ^ ^ ........................................... . ................................................ x Did decedent own an "in trust for" or payable upon death bank account or security at his or hf:r 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. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. • s bang Is Betio Bounder Sect o0 9102, as ao ndiv dual who has ateeast one patlent in oornmon wi hthee decedent, whefhes by b ood] or adoption. Rsv-1aaJ EX~ IB•96) SCHEDULE B STOCKS & BONDS CONMONK£RTH OF pENN6YLVPNIA INHERITMICE TA%RETURN RE6IDENT CECEDENi ESTATE OF Wepfer, Olive C. FILE NUMBER 21-12-0075 NI prowrty Jointly-owy,l xHl, nyM cr aurvlvonhip mwt be tlbdwad on Schatlula F. ITEM CUSIP NUMBER NUMBER DESCRIPTION VALUE AT DATE UNIT VALUE Items 1 to 16 were held in Vanguard Ac t N OF DEATH coun o. 5587: 1 013904305 152 shares of Alcatel Alsthom Generale -Sponsored Ad r 1.5825 240.54 2 0o2o8R102 1,387 shares of AT&T Inc -Com 29.925 41,328.43 3 20o30N101 384 shares of Comcast Corp New - CL A 23.773750 9,129.12 4 30231G7o2 877 shares of Exxon Mob11 Corp -Com 85.005 74,549.39 5 337932107 781 shares of Firstenergy Corp -Com 44.8125 35,288.49 5 35906A1o8 138 shares of Frontier Communications Co rp -Com 5.0725 700.01 Accrued dividend on Item 6 through date of death 25.88 7 369804103 353 shares of General Electric Co -Com 18.28 8,452.84 8 423074103 190 shares of Heinz H J Co -Com 54.18 10,290.40 Accrued dividend on Item 8 through date of death 91.20 9 451683108 26 shares ofldearclnc .0357143 1.00 10 92113D7o2 3,408.146 shares of Van Kamp Cap Equity Income - CL A ' 8.34 28,407.28 11 922031406 1,080.093 shares of Vanguard Fixed I ncome Securities Fund -Shares Tnninvgrdin 10.8400004 11,492.18 12 922908728 404.388 shares of Vanguard Index Trust -Total Stkidx Adm 31.2999891 12,657.34 Total of Condnuatlon Schedule I TOTAL (Also enter on Line 2, Recapitulation) tlr mare apace la needed, additional pages o! the lama size) Copyright (c) 2002 form software only The Lackner Group, Inc. See attached page 321,810.74 Form PA-1500 Schedule 8 (Rev. 6-98) Rw-0688 Ex~ (8-88) ~ SCHED!/LE B ~ STOCKS & BONDS LONMO.VWEALTH OF PENNSYLVANIA continued INHERITANCE iA%RETIIRN RE&OEm CECEOEN! ESTATE OF Wepfer, Olive C. FILE NUMB 21-12-007 ER 5 ITEM CUSIP NUMBER NUMBER DESCRIPTION VALUE AT DATE 13 922909201 6,642.35 shares of Vanguard Mone M k R UNIT VALUE OF DEATH y ar et eserves Inc - Prime Mm Fund 1 5,642.35 14 921910204 822.382 shares of Vanguard World Fund - InU Growth Portfolio 18.3500052 13,445.95 15 92343V104 575 shares of Verizon Communications - Com 39.8075 22,889.31 16 3a141GDK7 E10,000 Goldman Sachs Group Inc - DTD: 07/15/2003 Mat : 07/15/2013 4.75% 101.5275 10,152.75 Accrued income on Item 16 through date of death 212.43 17 256206103 619.978 shares of Dodge 8: Cox Funds - InU Stock Fund 29.19 18,097.16 18 362395105 418.777 shares of Gabelli Asset Fund -Shares Ben Intere t s 4g,gg 20,518.70 TOTAL (Also enter on Line 2, Recapitulation) 321,610.74 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule B (Rev. 6-98) Rev-1508 E%. (6-98) SCHEDULE E CASH, BANK DEPOSITS, 8 MISC. COMMONWEALTN OF PENNSYLV/•Nlq PERSONAL PROPERTY INHERITgNCE Tq%REiURN RESIDENT pECEDENT ESTATE OF We fer, Olive C. FILE NUMBER 21-12-0075 Indutle the proceeds or ii0ganon antl Ore tlate Ne proceeds were receivetl py the estate. NI propertypintlynwnetl with the d ht / a o survivorship must M tliselosetl on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 Miscellaneous personal effects and household goods -none of a i OF DEATH ny art stic or intrinsic value 3,500.00 2 Bethany Village Retirement Community -entrance fee refund 242,538.94 3 Erie Insurance Company -refund of renter's insurance 9.00 4 Highmark -refund of health insurance 293.61 5 John Hancock Life Insurance Company -LTC policy premium refund 4,967.84 6 QVC -refund 34.80 7 United States Treasury - 2011 personal income tax refund 3,118.00 8 Verizon -refund 17.33 TOTAL (Also enter on Line 5, Recapitulation) I 254,497.52 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Grouo. Inc. Form PA-1500 Schedule E (Rev. 698) Rev-0608 EX~ (8de) or/7F.OVi~ F COMMOMKALM OF PENN&YLVgNIq INHERRgNCE Tq%RE JOINTLY'OWNED PROPERTY iORN RENOENi DECEDEM ESTATE OF Wepfer, Olive C. FILE NUMBER X an aaad wee male loim nlehtn one 21-12-0075 year °f iM tllccMant'e tlate W tleaM, R moat be raperted on echetlule G. SURVIVING JOINT TENANT(S) NAME A. Carolyn L. Wepfer ADDRESS RELATIONSHIP TO DECEDENT 3814 Leyland Drive Mechanicsburg, PA 17050 Daughter B. C. JOINTLY OWNED PROPERTY: LETTER DATE ITEM FOR JOINT MADE NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT % OF DATE OF DEATH TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR DATE OF DEATH DECD'S VALUE OF ALUE OF I\SSE DECEDENT'S INTEREST JOINTLV+IELD REAL ESTATE . INTEREST 1 A 07/26/2007 PNC Bank Checking Account No. 1328 -This 50.000°~ item was reported by the surviving joint 0.00 owner under ACN 12114183 and the tax paid. A separate Appraisement was issued on 07/02/12. TOTAL (Also enter on Line 6, Recapitulation) 0.00 (R more space is needed, additional pages of the same size) Copyright (c) 2002 form software onty The Lackner Group, Inc. Form PA-7900 Schetlule F (Rev. 6-98) REVd151 E%~ (10-06) SCHEDULE H COMM~~YVEALT~DApEEN~NG RLVANIA FUNERAL EXPENSES & ITAN C ii T(Tl rJ ADMINISTRATIVE COSTS ESTATE OF E D We fer, Olive C. FILE NUMBER 21-12-0075 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B• I ADMINISTRATIVE COSTS: t. Personal Representative's Commissions Name of Personal Representative(s) Street Address City - State Zip Year(s) Commission paid ~-' 2. Attorney's Fees Robert Clofine Esquire 3. 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 - 4. Probate Fees Register of Wills 5~ Accountant's Fees 6. Tax Return Preparers Fees 7~ Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 6,736.30 3,750.00 553.50 478.43 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF _ I Wepfer, Olive C. FILE NUMBER 21-12-0075 ITEM NUMBER DESCRIPTION Funeral Expenses AMOUNT 1 Camp HIII United Methodist Church -funeral luncheon 525.00 2 Harvest Restaurant -Camp Hill memorial aervice dinner 910.38 3 Malpeui Funeral Home -funeral aervice 4,715.92 4 Ritzland Flowers -flowers for Pittsburgh funeral service 214.00 5 Zia's Trattoria -food for Camp Hill memorial luncheon 371.00 H-.A Other Administrative o t 6,736.30 6 Cumberland Law Journal -estate notice 7 Easy Moves Relocation -removal of personal property from decedent's apartment 75.00 8 Members 1st Estate Checking Account No. 0011 -bill pay fee 204.76 9 Members 1st Estate Checking Account No. 0011 -monthly bank charge for bill pay 3.95 10 Members 1st Estate Checking Account No. 0011 -monthly bank charge for bill pay 3.95 11 Members 1st Estate Checking Account No. 0011 -monthly bank charge for bill pay 3.96 12 Members 1st Estate Checking Account No. 0011 -monthly bank charge for bill pay 3.96 13 The Sentinel -estate notice 3.96 178.92 H-67 478.43 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-7572 EXa (72-0d) SCHEDULE 1 DEBTS OF DECEDENT , COMMONWEgLTH OFPENNSYLVFNIq MORTGAGE LIABILITIES, & LIENS INHERITgNCE TN(RETURN RESIDENT DECEDENT ESTATE OF We fer, Olive C. FILE NUMBER 21-12-0075 ITEM Report tlabh Incumtl by Me tlendem prior to deaM Mat remainetl unpaid at Ms date or tlaaM, including unnl rnburead mbtcal axpenaee. NUMBER DESCRIPTION VALUE AT DATE 1 Capital Cardiovascular Associates - unreimbureed medical expense OF DEATH 10.85 2 Continuing Care Rx - unreimbureed medical expense 5.85 3 Continuing Care Rx - unreimbureed medical expense 5.85 4 Hampden Physician Associates - unreimbureed medical expense 33.68 5 Highmark -health insurance premium 293.61 6 Hope Medical Services - unreimbureed medical expense 3.87 7 PA Department of Revenue - 2011 personal income tax due 30.00 8 QVC -auto payment for balance due 27.77 9 QVC -auto payment for balance due 106.91 10 Verizon -balance due 75.03 11 Verizon -balance due 16.67 TOTAL (Also enter on Line 10, Recaoikulationt 610.09 Copyright (c) 2009 Conn software only The Lackner Group, Inc. y' a~~,w,~a~ pages or me same size) Forth PA-1500 Schedule I (Rev. 12-08) REV-1517 EX+ (1148) COMMO~~ED~ENye RIVANIA ESTATE OF ROEBFi1T71 IJ We fer, Olive C. NUMBER PERSON(S) REOCEIDV NG PROPERTY I TAXABLE DISTRIBUTIONS [include ouMaht sm SCHEDULE J BENEFICIARIES FILE NUMBER 21-12-0075 ATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT Susan W. Dill 127 Nashaway Road Child One-third of Bolton, MA 01740 resilfue Carolyn L. Wepfer 3814 Leyland Drive Child One~~third of Mechanicsburg, PA 17050 residue Robert M. Wepfer 3943 Hills Church Road Child One-third of Export, PA 15632 residue Enter dollar amounts for distributions shown above on lines 15 throw h 18 R ~ a NON-TAXABLE DISTRIBUTIONS: II on ev 1500 cov e sheet as a ro . A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO T A}; IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Copyright (c) 2009 form software only The Lackner Group, Inc. V ~ ~~~.o vrv ulvt 13 OF REV-1500 COVER SHEET Form PA-7500 Schedule J (Rev. 11-08) LAST WILL AND TESTAMENT OF OLIVE C. WEPFER I, OLIVE C. WEPFER, of Allegheny County, Pennsylvania do make, publish and declare this as my Last Will and Testament, hereby revoking all my prior Wills and Codicils. FIRST: I have prepared a schedule listing various items of my tangible personal property and the persons'. to whom I wish those items to be distributed. I direct my Ex.e cutrix to distribute the items of tangible personal property liat:ed on said schedule in accordance therewith. The schedule may be found with my copy of this Will or with my attorney. I give my tangible personal property not distributed in accordance with. the such schedule, or all of my tangible personal property if such schedule is not found, together with any policies of insurance wh.i ch insure my tangible personal property, to those of my children, SUSAN W. DILL, CAROLYN L. WEPFER and ROBERT M.WEPFER, who survive me, to be divided among them as they may agree. SECOND: I give, devise and bequeath all the rest, residue and remainder of my estate, real and personal, and wheresoever situate, to my children, SUSAN W. DILL, C:AROLYN L. WEPFER and ROBERT M. WEPFER, in equal shares. If any child of mine does not survive me, the share of my residuary estate which would have been distributed to my deceased child had he or she survived me sha1T b@'distributed to hisor her issue, per stirpes, or if there be none, to my issue, per atirpea. THIRD: A. If any beneficiary who would take distribut ion of aportion of my residuary estate pursuant to the foregoing provisions is under the age of 23, his or her share shall be retained by my Executrix and set aside and held by my Executrix, as Trustee, in a separate trust for such beneficiary until such beneficiary•s 23rd birthday, at which time the trust for h.im or her /IR3R)1 shall terminate and the assets thereof shall be disc: ributed to him or her, free of trust. Until that time, my Trustee ;shall pay to or for the benefit of such beneficiary so much of t:he income and principal of the trust estate as my Trustee deems advisable for such beneficiary's health, maintenance, support and education. If such beneficiary dies before attaining age 23, the remaining balance shall be transferred and delivered to such beneficiary's issue, per stirpes, or if there be none, to the issue, per stirpes, of his or her parent who is an issue of mine, or if there also be none, to my issue, per stirpes. H. Notwithstanding any provision of this Will to the contrary, if any trust created herein has not already terminated by its terms prior to the expiration of the maximum period for holding property in trust permitted by applicable law, then upon the expiration of such maximum period, such trust shall nevertheless terminate and rr.e ,....,.~_ _r distributed, outright and free of trust, to that person or persons who is or are the then eligible income beneficiary or beneficiaries of such truat,in proportion to their right to income. FOURTH: My Executrix shall have, in addi t:ion to and not in limitation of any authority given to her by law, and without the necessity of obtaining the consent of any court, t:he following powers: A. to retain for distribution any a:;sets which I own at my death; H. to invest and reinvest in any kind of property, real or personal, or part interest therein, without being restricted to "legal investments"; exchanges; C. D to give options for salsa to borrow money; leases and 2 - E. to sell, pledge, exchange or mortgage any real or personal property; F• to compromise claims; ~- to lease real or personal property for any terms, even those not authorized by law; H. to join in or oppose the merger, consolidation, reorganization or read] uetment of the financial et ructure of any firm or corporation; I• to carry securities or other property in the name of a nominee; and J. to distribute the estate either in cash or in kind, in non-pro rata shares and without regard to income tax basis. FIFTH: I direct that all estate, inheritanca_ and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid from my residuary estate except such taxi>_s imposed because I possess a power of appointment, the taxes on which shall be paid from the property subject to such power. No legatee or devisee or any person having a beneficial interest in any such property, whether under this Will or otherwise, shall at: any time be required to refund any part of such taxes. At any time prior to the vesting of a future interest in possession and enjoyment, my Executrix shall have the discretion to elect to prepay all or any part of the death taxes and such election shall be bindincf upon all parties in interest. SIXTH: I appoint my daughter, CAROLYN L. WEPFER, Executrix of this, my Last Will and Testament. If my daughter, 3 - . NM]ffiI CAROLYN L. WEPFER, does not act as Executrix for any reason whatsoever, or if she has qualified as Executrix but for any reason does not continue as Executrix, I appoint my son, ROBERT M. WEPFER, Executor. SEVENTH: All powers, authorities and discretions conferred upon and granted to Che fiduciaries named herein shall extend to and be exercisable by their successor or succeseora, either appointed herein or by a court of proper juriad.iction. EIGHTH: No fiduciary appointed herein shall be required to give bond in any jurisdiction wherein his or her administration may be necessary. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /] fi~ day of ~N~ 1996. ~.-~ G". Zwr~21x.YJ Olive C. Wepfer - (SEAL) Signed, sealed, published and declared by the above named Testatrix, OLIVE C. WEPFER, as and for her Last Will and Testament, in the presence of ue, who at her request and in her presence and in the presence of each nrr.e,- have hereunto subscribed our names ~% ADDRESS/: ~~5~.3 Gt/(~`i~g;Q¢i/I SST i<~i ~~LUi,:~ ADDRESS: a3~o E,~y~N~~<s ~,,,,~ - 4 - COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ALLEGHENY ~ SS: I, OLIVE C. WEPFER, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; and that i signed it willingly and as my freeand voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by OLIVE C. WEPFER, the Testatrix, this iii ~•'~ day of 1996. ~"' p" /{~,-_. Olive C. We~pfer Notary public My Commission Expires: (SEAL) KaMi Not-,r CIS ii `~ een 1. Flamc1 Nntiiy public Rtl Iwryh A 4 r i, i runiv MY Co nmis;lnn COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF ALLEGHENY ~ SS: We, -Kathleen M Johns n and ~Sgith H. West Laureen Pulcint signed to the attached or foregoing winat sbeing aduly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the within instrument as her Last Will and Testament; that she signed it willingly and that she executed itas her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the said Testatrix signed the Will as witnesses; and that to the beat of our knowledge the Testatrix was at the time eighteen (18) years or more of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by ._[Cathleen M 7ohnso Laureen Pulcini ofd ~ ~ h H West witnesses, this 1996. ;/ _ is '*^, day Witness %• C(A.! ltnesa ~~/ ~ Witness Notary Publ i~^ ~ My Commission Expires: (SEAL) NOhr ~I il Kathleen L. livucl Nonry Fublir. 1 IISi 1rJIl L1 Oh[1 V ~'oiir (V My foram sslcn ~ P nil iG 17^1 P .. ...r ~..... INVENTORY RECDP~'~D t?~F~CE DF REGIS:'"~ '~~~ ';Fi!~ LS REGISTER OF WILLS OF CUMBERLAND __ COUNTY, PENNSYLVgN~A ?012 SEP 24 PM 12~ 5U COMMONWEALTH OF PENNSYLVANIA } couKry of Cumberland } ~ File Nunber 21-12 ~, Carolyn L. Wepfer --- "~~~ ~ ~U~~r __ Personal RepreaentatNe(s) of the Estate of Olive C. Weller deceased, depose(s) and say(s) that the items appearingg in the fdlowing inventory indude all of the skuate and all of the real estate in the CommonweaRh o£Pennsylvania of said Decedent, that'.the valuatlonnala~d p wherever dem of said irnerrtory represents ~ fair ~Ue ~ of the date of the p pposite each outside of the Commornveatth of PenneyNania except that which d~edertYs ~~' a~ tttat'Decedent ~~ no real estate I verify that the statements made in this Inven- rs m a memorandum at the end orf this inventory. tory are true and correct I understand that false state. ~ - (~~~ C~Gc . merits herein are made subject to the penalties of Carolyn L' pier 16 Pa. C. S. § 4904 relating to unswom talsfication to I - ---------- authorities. --------~ -_ Anorney - (Name) (Firm) (Address) (Tebphoae) Robert Clofine _... _ _...`.... ~ I IASr RE9DENCE -. 12/28/2011 5225 Wilson Lane, Apt_ 2114 FlGURES MUST BE TOTALED PPrsonol Proa.rr~ Cash ............................................................... ................................ Personal Properly ........................................................................ Stocks/Listed ................................................................................ StockslClosely Held ................................. . ................................... Bonds..........._............__....„....__..„......„ ..................................... Partnerships and Sole proprietorships ............... ...................... Mortgages and Notes Receivable ............................................... All Other Property ....................... Total Personal Property ........................................ Total Real Property„,,,,,,,,,,,,,,,,, ............................. Total Personal and Real Property ........................ IBupeme COUrt I.p. No.) 37190 K~u+cn ~'S SOC. SEC. NO. 188-01-8738 250,997.52 3.500.00 311,245.58 10,365.18 578,108.28 a. o,lVO.m Nore: me i tlem, - - --- -.-- -~..,•••••••._,. w,r u,a wi or me 111Yeate,y. (see 20 Fa-cs: g 33mjh»" ~aa~~slive inw~ae me value of seen Fina Rw-0s Rev ~arazooa INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS DATE OF DEATH LAST RESIDENCE 12/2sf2o~~ 5225 Wilson ~~li File Number 21-12-0075 Apt. 2114 DECEDENT'S SOC. SEC. NO. 1 17055 169-01-8739 Bethany Village Retirement Community -entrance fee refund 242,536.94 Erie Insurance Company -refund of renter's insurance 9.00 Highmark -refund of health insurance 293.61 John Hancock Life Insurance Company -LTC policy premium refund 4,987.64 QVC -refund 34.80 United States Treasury - 2011 personal income tax refund 3,118.00 Verizon -refund 17.33 Total Cash Personal Pr o~rt~ 250,997.52 Miscellaneous personal effects and household goods -none of any artistic or intrinsic value 3,500.00 Total Personal Property Cto ks/ i¢t d 3,500.00 619.9780 Dodge 8 Cox Funds - InU Stock Fund 18,097.16 419.7770 Gabelli Asset Fund -Shares Ben Interest 20,518.70 152.0000 shares Alcatel Alsthom Generale -Sponsored Adr 240.54 1,381.0000 shares ATB:T Inc - Com 41,326.43 384.0000 shares Comcast Corp New - CL A 9,129.12 (Attach additional sheets if necessary) Total Personal Property and Real Estate 576,108.26 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } File Number 21-1i!-0075 DATE OF DEATH LAST RESIDENCE 12!26/2011 5?25 Wilson Lane, Apt. 2114 DECEDENT'S SOC. SEC. NO. V~ /.VVUV snares Exxon Mobil Corp -Com 791.0000 shares Firstenergy Corp -Com 138.0000 shares Frontier Communications Corp -Com Accrued dividend on above item through date of death 353.0000 shares General Electric Co -Com 190.0000 shares Heinz H J Co -Com Accrued dividend on above item through date of death 28.0000 shares Idearc Inc 3,406.1460 Van Kamp Cap Equity Income - CL A 7,080.0930 shares Vanguard Fixed Income Securities Fund -Shares Trrninvgrdin 404.3880 shares Vanguard Index Trust -Total Stkidx Adm 5,642.3500 shares Vanguard Money Market Reserves Inc -Prime Mm Fund 822.3820 shares Vanguard World Fund -Intl Growth Portfolio 575.0000 shares Verizon Communications -Com Total Stocks/Listed ~QIIL~S 10,000.0000 Goldman Sachs Group Inc - DTD: 07/15/2003 Mat: 07/15/2013 4.75% Accrued income on above item through date of death 55 169-Ot-8739 74,549.39 35,288.49 700.01 25.88 6,452.84 10,290.40 91.20 1.00 28,407.26 11,492.19 12,657.34 5,642.35 13,445.95 22,889.31 311,245.58 10,152.75 212.43 -2- REGISTER OF WILLS OF INVENTORY CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS } Fiie Number 21-12-0075 DATE OF DEATH IASi RESIDENCE 12/26/2011 5225 Wilson Lane, Apt. 2114 DECEDENTS SOC. SEC. N0. Mechanicsbur PA 17055 169-01-8739 Total Bonds 10.365.18 -3- THE ELDER LAW FIRM OF ROBERT CLOFINE 120 PWE GROVE COMMONS YORK, PENNSYLVANIA 179035151 September 20, 2012 Ms. Glenda Farner Strasbaugh Cumberland County Register of Wills 1 Courthouse Squaze Room 102 Cazlisle, PA 17013 1tE: Estate of Olive C. Wepfer File No. 21-12-0075 Dear Ms. Strasbaugh: ROBERT CLOFINE, CELA' TELEPHONE ERW J. MILLER, CELA• (717) 747-5995 FACSIMILE (717) 747-5996 WEBSITE www.estateattorneycom ~ ha ~v ~ rn ~~y , 6~ F' ~~ r ~`, ~ ~ ~ T 3S ti N ~;, !'-= T o ~~ I have enclosed for filing the Pennsylvania inheritance tax return in duplicate and Inventory for the above-captioned estate. Also enclosed is a check in the amount of $180.00 payable to the Register of Wills for the additional probate and filing fees, and a check in the amount of $2,879.10 payable to the Register of Wills, Agent for the inheritance tax due. Please time-stamp the enclosed cover page of the inheritance tax return and Inventory and return same to me, along with the receipts for payment in the enclosed self-addressed, stamped envelope. Should you have any questions, please do not hesitate to contact me or my paralegal, Holly. ~'y~ yours, Clofine Enclosures cc: Cazolyn L. Wepfer (via email) 'CERTIPIED AS AN ELDER LAW ATTORNEY BY THE NATIONAL ELDER LAW FOUNDATION 1~ a ~~ ~ nIII~r~~r14~Irllrrru~~IHd~rr~hrllllrl~r~nllrlrl ;' o~;a ore iiI~,NN y - c. _~ a ~_. a y ~ °-`w r ~ o ~s~31Mn o ° ~ ~ •~ ~_ _ N N V N ^~ -~- ~G .FFiC~,QF FR Lr4~i.S 29l2 SEP 24 PM I~~ gp Li. .. CU~~~'UURt CO.. PA w O a w 3 a x w Q w w x H W z w U H W a~ W ~~ 0 o~~ ~~~ o g " V F ~~ oho w ~ a aa~ N '~ 3 w .~ ~~ w `~' ~ ~ r, U~ o ~ ~ ~b ~ ~ ~ ~ ~ d ~7 a 8 .~ ~ ~ U ~ U E r r ~_