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HomeMy WebLinkAbout11-19-12 (3)' 1505607121 RE~-~-1500 EX (06-05) PA Departrr :nt of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 1 2 0 9 5 5 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFOF,MATION BELOW Social Security Number Date of Death Date of Birth 1 9 2 5 2 3 5 4 6 0 8 3 1 2 0 1 2 0 9 1 8 1 9 5 8 Decedent's Last Name Suffix Decedent's First Name MI W A R D V I O L E T M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OPALS BELOW 1. Original Return 4. Limited Estate 0 6. Decedent Died Te state (Attach Copy of V; II) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust ~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - TH15 SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND GONFIDEN I IAL IAX INI-OKMAI IUN SHUULU lit UIKtG I tU I U: Name Daytime Telephone Number G E R A L D J S H E K L E T S K I E S Q 7 1 7 7 ~~_ J4 7 r~~.~ 3 5 _.; ;:fir Firm Name (If Applicable) ~ REGISTER I .LS USE Y ' ~ r- S T O N E L A F A V E R S H E K L E T S K I First line of address 4 1 4 B R Second line of address P 0 B C City or Post Office D G E S T X E State ZIP Code N E W C U 11 B E R L A N D a' - - - _ -- ~ `;_ :~ ..._~, ,_,i ~~ ~, ... r DATE FILED P A 1 7 0 7 0 Correspondent's a-mail add: ess: g 5 h e k l e t S k 1. a~ S t O n e l a W• n e t Under penalties of perjury, I decla a that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it .c to is mrrart anri rmm~lota r~prlaratinn of nranarar nthar than the narcnnal ranrecantative is haseri nn all infnrmatinn of which nrenarPr has env knowledge. SIGNATU ~ OF PERS REt °ONSI E FI~JR FILING RETURN DATE ADDRESS f GARY D •~ WOLFE 1,491, SICIPSON FERRY RD • ,NEW CUMBERLAND PA 1,7070 r- SIGNATU r PAR C T1~ ~~~ R ENT T , ~1 9A~ ~/~ > ` ADDRESS ~/'" "" GERALD J• SHEKLETSKI, ESQ• 41,4 BRIDGEST•, NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY 15056)7121 Side 1 1,5056071,21, J ~i~ J REV-1500 EX oecedent's rvame: VIOLET f`1 • WAR D Decedent's Social Security Number L 9 2 5 2 3 5 4 6 RECAPITULATION 1. Real estate (Schedule A) ..... , .................................. 1. 1 0 7 9 0 0• 0 0 2. Stocks and Bonds (Schedule B) .................................. 2. • 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages 8~ Notes Receivable (Schedule D) ........................ 4. • 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ....... 5. 6 2 2 7 0 . 2 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6• • 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 0 • 0 0 8. Total Gross Assets (total Lines 1-7) ........................... 8. I, 7 0 L 7 0 . 2 0 9. Funeral Expenses & Administrative Costs (Schedule H) ................ 9. 1, 4 6 4 8 . 7 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 1, ~ I, 0 I, • 2 6 11. Total Deductions (total Lines 9 & 10) ........................... 11. 2 4 7 5 0 . 0 5 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 1, 4 5 4 2 0 . 1 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 14. 1, 4 5 4 2 0 . 1 5 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 .0 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .0 0 ~ ~ 16. 17. Amount of Line 14 taxable at sibling rate X .12 ~ 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .' S 1 4 5 4 2 0 1, 5 1 g. 19. Tax Due .......... ............................. .... ... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 Lsas6c7221 1,505607221, 0. 0 0 0. 0 0 0. 0 0 2 1, 8 1, 3. 0 2 2 1 8 1 3. 0 2 1505607221 J REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 1, 2 D 9 5 5 DECEDENT'S NAME VIOLET ~1 • WARD STREET ADDRESS '1,49], SIMPSON FERRY RD CITY ~ ~ STATE ZIP NEW CUMBERLAND SPA 17070 Tax Payments and Credits: ~. Tax Due (Page 2 Line 19) (1) 21, 813.0 2 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 1, , 0 9 0.6 5 Total Credits (A + B + C) (2) 1, 0 9 0 • 6 5 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0 • 0 0 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0 • 0 0 5 enter the difference. This is the TAX DUE. If Line 1 + Line 3 is greater than Linen (5) 2 0 , ? 2 2.3 7 . , Enter the interest on the tax due A (5A) . . Enter the total of Line 5 + 5A. This is the BALANCE DUE. B (5B) 2 0 , 7 2 2 •3 ? . 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 : ................................................................ ...... ^ ^ 0 0 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? ................................................................................. " " ...... ^ ^ or payable upon death bank account or security at his or her death? ... intrust for 3. Did decedent own an ...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a} (1.1) (i)~. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000; The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1,3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVR.NIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ------ ESTATE OF FILE NUMBER VIOLET f'1 • WARD 21 12 0955 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ALL THAT CERTAIN LOT OF LAND WITH IMPROVEMENTS THEREON 107,900.00 SITUATE IN THE BOROUGH OF NEW CUMBERLAND, CUf16ERLAND COUNTY, PENNSYLVANIA KNOWN AS 1491 SIf1PSON FERRY RD•, NEW CUMBERLAND, PENNSYLVANIA 17070• COPY OF DEED AND FAIR ~1ARKET ANALYSIS ATTACHED• TOTAL (Also enter on line 1, Recapitulation) ~ $ 10 7 , 9 0 0 ~_0 0 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHED ULE E ~+ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. ESTATE OF FILE NUMBER VIOLET ("I • WARD 21 12 0955 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1989 TOYOTA CAf1RY SEDAN TITLE 41382666401 WA 2,953.00 VIN JT2VV21ESK0034010 70,000 ~1ILES BLUE BOOK VALUE - GOOD CONDITION 2• NEW CUMBERLAND FEDERAL CREDIT UNION ACCOUNT 090512 S1 47,136.62 SAVINGS ACCOUNT 3• NEW CUMBERLAND FEDERAL CREDIT UNION ACCOUNT 090512 S4 12,099.64 CHECKING 4• CHASE CARD SERVICES REFUND CHECK 80.94 TOTAL (Also enter on line 5, Recapitu{ation) I $ 6 2 , 2 7 0 •2 0 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) ~traat AririrPSS __ ---- ESTATE OF FILE NUMBER VT01 FT M. WARD ___ 21, ],2 0955 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. STONE & HURRAY FUNERAL HOME, NEW CU~18ERLAND, PA 5,075.00 B 2. 3. 4 5 6 7. 8• 9• 10• LL• L2• L3• L4• L5• scHFOU~F H FUNERAL EXPENSES & ADMINISTRATIVE COSTS City State Zip Year(s) Commission Paid: Attorney Fees STONE LAFAVER & SHEKLETSKI Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) raaimant ___ Street Address City State Zip Relationship of Claimant to Decedent Probate Fees LETTERS TESTAMENTARY Accountant's Fees Tax Retum Prepare~'s Fees LEGAL ADVERTISING - CUMBERLAND LAW JOURNAL LEGAL ADVERTISING - THE SENTINEL PASTOR - FUNERAL SERVICE PENNSYLVANIA AMERICAN WATER COMPANY NEW CUMBERLAND BOROUGH SEWER AND TRASH ERIE INSURANCE - AUTO ERIE INSURANCE - HOMEOWNERS FILING FEES - INHERITANCE TAX RETURN AND INVENTORY RESERVE FOR CLOSING EXPENSES 7, 500.00 31,5.50 75.00 189.54 200.00 156.57 ],41.18 394.OD 372.00 30.00 200.00 TOTAL (Also enter on line 9, Recapitulation) $ 14 , 6 4 8 • 7 9 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHED ULF DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER VIOLET M . WARD __ 21, 12 0955 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. FULTON BANK INSTALLMENT LOAN ACCOUNT X0521,388580 1,0,101.26 FULTON BANK STATEMENT ATTACHED TOTAL (Also enter on fine 10, Recapitulation) I $ ], 0 ,1, 01 • 2 6 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER VIOLET r'I • WARD 21 L2 0955 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE j TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. GARY D• WOLFE Collateral 145,420.1,5 1491, SIf1PSON FERRY RD• NEW CUf1BERLAND, PA 1,7070 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET jj, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I I -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ` $ (If more space is needed, insert additional sheets of the same size) STONE LAFAVER 8a STONE ~ ' ~ ATTORNEYS AT LAW ~ rN3 `~ 414 BRIDGE STREET "` N ~ ~! NEW CUMBERLAND, PA 17070 m `U ~. ~~ ~ _'V ~ ~"~~1 _ y~ ~ ~ 1 ~^ C~'~ LA5T WILL AND TESTAMENT ~~n ~ W ~j - '" ` ' OF ~~ r : r i VIOLET M . WARD ~ ~~ ~` I, VIOLET M. WARD, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate, of every nature and wheresoever situate, to GARY D. WOLFE, if he survives me. ITEM II: Should GARY D. WOLFE fail to survive me, I devise and bequeath all of my estate, of every nature and wherever situate, to my brother, DALE C. WARD. Should my brother, DALE C. WARD, fail to survive me, I devise and bequeath all of my estate, of every nature and wherever situate, to the FIRST CHURCH OF GOD, Fourth and Strawber- ry Streets, Harrisburg, Dauphin County, Pennsylvania. ITEM III: I appoint GARY D. WOLFE Executor of this my last will. Should GARY D. WOLFE fail to qualify or cease to act as Executor, I appoint my brother, DALE C. WARD, Executor of this my last will. Should my brother, DALE C. WARD, fail to qualify or cease to act as Executor, I appoint my Pastor, PAUL ANDERSON, Executor of this my last will. ITEM IV: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his duties in any jurisdiction. Page Z of 3 1 IN WITNESS WHEREOF, I, VIOLET M. WARD, have hereunto set my hand and seal this ~ day of _ Gtr- , 1998. ,(//,a~c7R /77 • /~ ~~nir~ VIOLET M. WARD SIGNED, SEALED, PUBLISHED and DECLARED by VIOLET M. WARD, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses. Witness Address ~~-- ~c.~..-~t~., Witness COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND ; 7/ Address I, VIOLET M. WARD, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. VIOLET M. WARD Sworn to or affirmed to and acknowledged before me by VIOLET M. WARD, the Testatrix, this l~~ da of y , 1998. ~,l Notary Public Page 2 of 3 NOTA~t1AL SEAL C~f~S?~.''~~~r ~. ~<,~~'~ s r.tnr~ 1 Did'}~~ Nit<; G4~rl~:;%~;;~~(~, 1"~/~ ~` ~tl'~:ili~ii~~ ~ll A/11/ ~1r.~..~. . ~ ... a t:.1 ~ r COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND ~~ We , and ~~-~.~- the witnesses whose names are signed to the attached or foregoing instrument'; being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Witnes ~~ ..~5~- Witness Sworn to or affirmed to and acknowledged before me by and ~l'j witnesses, this,~_ day of 1998. Notary Public NOTAI~IAl. SEAL. CONvT~t'~'t~F_ ~.. KARi_l, htot~ry Public P1ew Cr~ri~t~~~!«rd, PA C~mb~riand Co. filly Carnrnission E~spires April 13,1999 Page 3 of 3 1 nECO;tbE:~-~FFi^" ~F THE '89 lIUG 19. P11 I2 C1 "' CO'R~.10NWEAlTN OF PENPJSYLVANIA -- Uc~:..PTrnNT OF REVENUE MADE THB ~~? M doy of P~ tiS in the yeor ojour Lord one thousand Hint hundred EIG}{tY NINE (1989} BBTWBBN Gertrude E. Trye, widow, of New Cu~nber'land, Ctmberlard County, Pemsylvania Grantor , and .. __ Violet M. Ward, single waxen, of D~ncannon, Perry Canty, P~tlvani~. ._. _ ~• Grantee WITNESSETH, thot in eonuderoeian of $i,~y Three Thousand and Np/I~ - - - - - - - - - - - - - - - - ---------------- ($63,000.00) ----------------------- Dollar:, in hand paid. the receipt u~hercoj is hereby acknowledged, the said grantor do ~ hereby grant and eenusy to thr said grantee ALL TIiAT CERTAIN lot of land situate in the Borg of Newt Ctsrberlard, County of Curberland and State of Pennsylvania. bounded and described as follows, to wit: BEGIMIING at a point on the northerly line of Simpson Ferry I~ad, said point being twelve and one half (121:) feet measured in an easterly direction fran the dividing line between lots Nos. 4 and 5, block "C" of the hereinafter mentioned plan of lots; thence in a northerly direction cn a line parallel with said dividing line are hundred twtarty (124) feet to lot No. 11, block "C", thence in an easterly direction along lots Nos. ll and 14, block C on said plan sixty two and five tenths (62.5) feet to a point; thence in a southerly direction on a line parallel with the dividing line between Lots Nos. 5 and 6, block "C" one htndred twenty (120) feet to a point on the rtar'therly line of Simpson Ferry f1tt.; thence in a westerly direction along the northerly Iine of Sitrpsort Ferry (d~ard sixty two and five tenth (62.5) feet to a point, the place of BEGINViNG. WIYING TFfJ2EGN ERECTID a cne story bride block dwelling house knor~n and rtutiber+ed 1491 Sirrpsan Ferry ~xid, New Cumberland, PA. ..~uQh Of `V C ,... l..v.n~ ~ ~an~ Cumb. Ca. Pa. ,lei Real Estrtrf'Qancltr~tat oan~tAtnc 3~.:5..~: Gw~ia. Ca opt co+.kR. School Dist. Cumb. Co.. Pa. ~% Real Estate Transfer Tex Daoo $.~Amt. J ! S .-.. ~~;.;~..1~.1/a_ ~ attne~ co. ore. ca. ~. "'s ~ee.~ 34 r,~ 323 BEING the easterly thirty seven and one half (3T~) feet of lot Pb. 5 and the westerly twenty five (25) feet of lot fib: 6, block "C" in the plan of Zimrernt3n acres, as recorded in the Curfierlarxi County Recorder's Office in Plan 8odc 4, Page 85. BE1NG A PART of the sane premises which Kenr~th E. Keller and Doris Keller, his wife, by Deed dated June 13, 1950, acid recorded in the Curberlarxi Canty fkcorder's office in Deed Bock K, Volume 14, Page 98, granted and conveyed unto John A. Trye and Gertrude E. Trye, his wife. The said John A. Trye died Au~tst 22, 1971, at which time title in fee simple vested by survivorship in Gertrude E. Trye, the Grantor herein. IMER ANJ SUBJECT, nevertheless, to easgr~nts, restrictions, reservatfons, auditions and ri~rts-of- way of record. GRANTOR represent and warrants as follows: (1) Gertrude E. Trye was fully legally competent at the time she executed the Power of Attorney referred to in this deed and dated June 21, 1989. (2) The said Power of Attorney has not been revoked and is in full farce and affect. .. &E6~D SY Ti'rE .fnd tAe acid grantor Asreby coosnane and agrees tAat She ~oiU tioarrant specially tke property hersby ronaeyed. aaox X34 PACE. 324 `J • • • 1N W/TNESS WHEREOF, raid grantor has hereunto set her hand and • std the day and rear feat above written. Q~i~ ~ ~ BignrD, ScaltD enD ~rliurrrD iu tqc ~lrtsttsct of l ,~ tLC PP ~_ l BY n=F~ r..t. ~~ ~~ir ~~~ ~/ state of Pennsylvania u . Counrr of Curtaerland hi h ~ O ~ L 7f~L & ~ s, t w n t e . , ty of U , 19 $9 ,before me, the undersigned o~rer, personally appeared Vervetta E. Lenig, Attorney-In-Fact fa' Gertrude E. Trye known to me (or satisfactorily proven) to bt the person whose name 1S subscribed to the within instrument, and acknowledged that She executed same for the purports the~efn.~•eorrtuintd IN WITNESS WHEREOF; I hereunto set my hand and o~cial seal ;'r•'':j~n.~:y~+,='~•= ~t y Ol ~, ~"r' ' NOTARIAL SEAL . 1 o N / ~ ~ • • "' ^" .~i~~•~'~ '" :~ w ~`:~:~+: NANCY L.HUIdMEI,NO~ARY?UBtJC CAMPH:ILBORO,Cl:MBERLF,V000UNTY ~ ~r~( -- /D,.~; ~: ~' 7 iW'1~.t~: r-,`~.1p~; ,.J:•~~ ~ '~ 'f~ ma y MY CO+~!MISSfCtJ EXPIRES JtN:E 1.1932 (~ ~ ' ' ~•~1r Itember,PerrttrA~anirAsaoeislfeonolNct+riee '~ ~ /J ',,;, :•'~Jla• y ~ " Start of - • ; `'' ; "~ ~, •~ .,. County of On this, the doe of , 19 ,Before me, the undersigned officer, personally appeared known to me (or aatisjactorily proven) to bt the person whose name aubacribsd 1o else within instrument, and acknowledged that exetuted same for the purports therein rontained. iN WITNESS WHEREOF, 1 hereunto art my hand and offeeeal seal. Title of OfjYce-. do hereby certify that the precise residence and Complete post of,~ete address of the soithin named grantee is / Y9/ ~$"iM`tfCyF I`Piry ~d N'Ew CarxberlancC Pr3 ~707v 1! 19 $4CX ~~ PAGE 32S G DSS .lttornry for ~' °~ ~~ ~°~ Real Estate Services Proposal Prepared Especially for: Gary D. Wolfe 1491 Simpson Ferry Rd. New Cumberland, PA 17070 For marketing the property located at: 1491 Simpson Ferry Rd. Prepared by: Michelle Sneidman Realtor RE/1~2AX Realty Associates 3425 Market St. Camp Hill, PA 17011 Office: 717-761-6300 Direct 717-441-5618 Cell 717-439-6531 Website www.michellesneidman.com Date: November 6, 2012 This analysis has not been performed in accordance with the Uniform Standards of Professional Appraisal Practice which require valuers to act as unbiased, disinterested third parties with impartiality, objectivity and independence and without accommodation of personal interest. It is not to be construed as an appraisal and may not be used as such for any purpose. © 2012 RF,/MAX International, Inc. All rights reserved. Each Office Independently Owned and Operated. ~ ~~~'-'r ~~..;~~ November 6, 2012 Gary D. Wolfe 1491 Simpson Ferry Rd. New Cumberland, PA 17070 Dear Mr. Wolfe: Thank you very much for giving me the opportunity to present the enclosed proposal to determine the inheritant tax on your home. This proposal includes a comprehensive market analysis that will assist us in determining the market value and pricing of your home. Based upon the comparables that were reviewed, I am determining the value of the home to be between $107,900 and $109,900. Sincerely, Michelle Sneidman Realtor Each Office Independently Owned and Operated. . ~!14~fii.. Subject Property Profile for 1491 S i rnpson Fe~~~y Rd. .1 ~S i The following features have been identified to aid in the search for properties that are comparable to yours. This will help in determining proper pricing for your home. City: New Cumberland Acres: .17 Bedrooms: 2 Fla~'Batl~s: 1 Stele: Ranch Constrcrction: Frame Heating: Fireplaces: No Parking: Ext Feat: Ext Feat: Arrcerc it1~: Basement: Laundry here Otlcer Rvom: sneidman.com ently Owned and Operated. Michelle Sneidman f~~~ Of~ue: 717-761-6300 Direct 717-441-5618 Cell 717-439-6531 ,6< Website www.michelle Each Office Independ 1'~~Icrrcicipulity: New Cumberland Year ~3uilt: 1954 .Full Baths: 1 Abv Grd S'F: 961 B':~cterivr: Aluminum Ieatirag: Oil forced air Cooling: Central Air Parkiri~j: 1-car garage Ext .Feat: Ext Feat: Arneraity: I3asemerzt: Full Utlaer .Room: ~./~~~ „~. ~~. y~ om arable ~'ro erties ~ p ~ Recesitl y Svld 1194 Lowther Rd 900 List Price: $112 Sold Price: $112,900 DOM: 157 , List$ SgFt: $11,290 Sold$ SgFt: $11,290 Munic: Lower Allen Year Built: 1942 Acres: 0.15 Prkng: 1 Car Carport Bedrooms: 2 1 h SgFt: 10 le: Ranch St Prkng: Bsmnt: Full s: Ful[ Bat Half Baths: 0 y Ext: Brick Exter: Covered Patio Heat: Forced Air Const: Brick Exter: Cool: Central Air Oth Rm: Amen: Library Fireplaces: 0 Remarks: Charming Oth Rm: Amen: Park All Brick Rancher Features Hardwd Flrs, Replacement Windows, Gas Heat & Central Air And Upd NewKitchen Floor ated Electric. Covered Rear Patio And , Level Fenced Yard. Convenient Location To Shopping & Highways. All Appliances Convey. Quick Settlement Possible. Recently Sold 1724 Sherwood Rd List Price: $119,900 Sold Price: $113,000 DOM: 73 ic: New Cumberland M List$ SgFt: $116 Sold$ SgFt: $109 15 es: 0 A un Prkng: Off Str Parking Year Built: 1974 Bedrooms: 3 . cr SgFt: 1033 Prkng: Paved Drive Full Baths: 1 Style: Ranch Bsmnt: Full Half Baths: 0 Ext: Aluminum Exter: Heat: Forced Air Const: Frame Exter: Cool: Central Air Oth Rm: Amen: Fireplaces: 0 Remarks: Great Value I Oth Rm: n New Cumberland. Priced Amen: Below Comparable Homes In The Eflicient Low Cost Gas Heat, And Central Air. Current Owner Has Done A Number Area . Of Updates. Prime Location Next To A Park And Close To Schools And Shopping. Motivated Seller. Recently Sold 812 Front St List Price: $124,900 Sold Price: $123,000 DOM: 95 nic: New Cumberland M List$ SgFt: $130 Sold$ SgFt: $128 17 : 0 A u Prkng: On Str Parking Year Built: 1947 Bedrooms: 2 . cres SgFt: 960 Prkng: Full Baths: 1 Style: Ranch Bsmnt: Full Half Baths: 0 Ext: Brick Exter: Patio Heat: Forced Air Const: Frame Exter: Cool: Central Air Oth Rm: Florida Room Amen: Fireplaces: Remarks: Very Cute Ho Oth Rm: Amen: me W/White Picket Fence. Newer Windows, Newer Roof, Central Air,Sun Room. Fr Could Also Be 3rd Bedroom. Also Newer Gutters, Downspouts, Siding. Michelle Sneidrnan O~'ue: 717-761-6300 Direct 717-441-5618 Celt 717-439-6531 Website www.michellesneidman.com Each Office Independently Owned and Operated. ~~/~~~ ~ ~ j., RecE~ntly Sold 11 Wayne Ave List Price: $120,900 Sold Price: $125,900 DOM: 269 List$ SgFt: $128 Sold$ SgFt: $133 Munic: New Cumberland Year Built: 1945 Acres: 0.23 Prkng: 1 Car Carport Bedrooms: 2 SgFt: 947 Prkng: Detached Full Baths: 1 Style: Ranch Bsmnt: Concrete Floor Half Baths: 0 Ext: Brick Exter: Patio Heat: Forced Air Const: Frame Exter: Porch Cool: Central Air Oth Rm: Den Amen: Library Fireplaces: Oth Rm: Amen: Medical Facility Remarks: Bright, Clean & Inviting! On A Quiet Cul-De-Sac, Fenced Yard, Carport, ManyRecent Improvements! Screened-In Porch For Outdoor Enjoyment. Den Could Be 3rd Bedroom/Nursery Or Office. Better Tour It Quick! One Year Home Warranty. Recently Sold 810 Linwood Street List Price: $139,500 Sold Price: $135,000 DOM: 113 List$ SgFt: $151 Sold$ SgFt $146 Munic: New Cumberland Year Built: 1960 Acres: 0.14 Prkng: Off Str Parking Bedrooms: 2 SgFt: 926 Prkng: Paved Drive Full Baths: 2 Style: Ranch Bsmnt: Finished Half Baths: 0 Ext: Brick Exter: Out Buildings Heat: Forced Air Corset: Stick Built Exter: Outside Lights Cool: Central Air Oth Rm: Four Season Room Amen: Library Fireplaces: 1 Oth Rm: Amen: Playground Remarks: This Is A Must See, Well-Maintained Home & Much More Roomy Than It LooksFrom The Road. The Four Season Room Serves As An Inviting Family Room & Dining Area With Ceramic Tile Flooring, French Doors, Vaulted Ceiling, & Gas Fireplace. The Finished Basement Is Set Up As A Master Bedroom With Large Closet & Full Bath. Enjoy The Private Back Yard With Stylish Patio. Michelle Sneidman O~ae: 717-761-6300 Direct 717-441-5618 Cell 717-439-6531 Website www.michellesneidman.com ~:; Each Office Independently Owned and Operated. ~~~~~ C4atAdC)IVIArEAl.TF~ Q~ PENIN$Yt~Y,ARIfIk REGl9TRAT1~J~k ~~i~QEAt'FIkE:: EXPIRY: ~ MA1~ art", 213- ~fA~,IE~:::4?108~12, .PLATE:. DA~T02~; 7ITLEs ~:4I382666401 NA<" VIN: JT2uV~2E5KQQ3401G. - YRlMAKEs ` 19$'~ :::?OXQFA ~ , TYPE: SDM ~~= NIQs _22039 390~2:G6Z56p-801"". EMISSIONS I f NSPECTION REQUIRED/DIESEL VEHICLES EXEMPT COUNtY:CUMBERLAND ' 'SIG - - - thereby acknowledge this day that t have received notice of the provisions of Section 3709 of the Vehicle Code. ZiP CODE: 17070 {Sign in {or Sign upl home ~ e4-~r values ~ cars for sato ~ car revie~~+ss ~ kl~l~ top plc(<s ~ research toots „~~ ~ ~ }y 5 ~ ~ ~~ ~. ~-,~~ ~ tt ~ -~~~~~-~ { Popular at KBB.com { .~.. ,~ ~ ~ `~ : ~ •~ ~; 'n",~"_ `,.~~ ~ ~~. _ 10 Best Car L7eais of the f~tont:h i•' ' ~' ~.. _ -~ -- ~ ... ~ :.: a .: - ~ s ' pis,„„. ~ .. - aw:.w,.......,..•~+.;~..+~,..~,~cis-vsua~atz~...~ ...... .. ..-...:._.~ d~ vert~5erneitt ti~hy ads? Toyota Camry 1992 go t-io^~e > Car Vaiu'~s > -Toyota > C ,7uy > 1992 > 5ty!e > optict,s > SE Sedan 4D R C) ~U r Ue 0~ a ~,,~~ '~ho;ti' Used Car ~i'!ces - ('rice Ycur Next Car :~" ~" I •`` ~ ~~~a ._ r ,type; SE Sedan 4D ~~ ~` N~ ~ ~ ~~ ~~.~ ~~~c h. (~-Cry. ~' ~ , ~vr fv 1 ~i~1~, f~ ~1 edit options (change st~Jle Mileage:-70000 change tike _0 this car y ,~"~;, Trade-In Value Private Party Value ~ ~~`~`~ r:-~ - when trading in at a dealership when selling the car yourself Cam' i'r+nt Repo+'t Excellent $3,178 Shop for your next car price ~ r:~~y c<~r Very Good $3,028 Good Instant Trade-In Offer get the r~€fer $2,953 Fair $2,453 Sell your current car puce ar, ad Veri~r Condition Values valid until Be the first to know 10/25/2012 follow this car (updated weekly) when values change Helpful resources from kbb.com Write a Review Check Specs Sell Your Car G~~.n il? Love it? Teii us. Kno4v yat.r car irsic3e Usf~~ our Taps & 7ccis. and aut. Search Cars for Sale near New Cumberland Toyota ~ Camry ra .`_' a 1"C h Get a Used Car Report Get the Information You Need on This I~~Z Tc3y~at~~ Before You Buy "LU12 Hyundai Sariata ~,";iy ~ ~,~ . _.- view ?Q12 Honda Civic ~.. ...~..., view R.:',' r~tiy Vi>_4~,~ci C:<Ys ~ fi,i,.r 5av~d Cas~r sage c,ar ;-, TC~YC3TA ~~ s~~hy ads? New Cars You Might Like 2012 Toyota Camry "~. .... "'" ..... view Your Commeenity Credit ~Inion P.O. Box 658, New Cumberland, PA 17070-0658 Phone: (717) 774-7706. 1-800-716-2328 • Fax: (717) 774-7996 • Web: www.ncfcuonline.org September 11, 2012 Stone LaFaver &Shekletski Attorneys at Law 414 Bridge Street P.O. Box E New Cumberland, PA 17070 RE: Estate of Violet M. Ward Social Security 192-52-3546 Date of Death: August 31, 2012 Dear Mr. Shekletski, Pursuant to your letter dated September 7, 2012, in regards to Estate of Violet M. Ward the information is as follows: Account Number: 9466 Owner(s) on Account: Violet M. Ward Date acct opened: 8/22/1980 Date of Death Balances: S 1 (Savings) $47,136.62 S4 (Checking) $10,886.85 CD 1 IRA $ 6,099.10 (Gary Wolfe, Beneficiary) DOD Dividends: $ 79.94 Roth Dividends: $ 90.96 Total Dividends: $ 170.90 If you need anything additional, pertaining to this matter, please do not hesitate to contact me directly. Sincere y, ~'~ Barbra . Wrl t Branch Manager Enclosures New Cumberland Federal Credit Union Fi~ltonBank LISTENING IS JUST THE BEGINNING September 14, 2012 Stone LaFaver &Shekletski Attorneys at Law 414 Bridge Street P.O. Box E New Cumberland, PA 17070 Dear Mr. Shekletski, RE: Violet M. Ward, deceased August 31, 2012 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following account was open at the date of death: Installment Loan #0521388580 Date of death principal balance owing $10,101.26, opened 10/24/03, secured, titled in her name alone If you require loan payoff information, please fax your request to our Direct Banking Center at (717) 569-6316. If you have any other questions, please feel free to contact me at (717) 327-2497. Sincerely, Joshua A. Groff This in€arrnation is it;f'li~;~c'°~ ~, :~ ~arv-'=;:s ~ -..:. - sy Credit Confirmation Processor in answer Io Yc~-r ~t ~~.'~Y. =~~`` ss t~ r ;. =u t: '~,~. - ~. Thn bank f~.rrsi~:hir~~ - ~s i!ii~~rritr.~~i~~~! ,y :L; ;,.. ~ - ~ . guarant~a tbti ac~~ar~c~~, c=~E~~~t.:r~ss ~.: ~,'~_..~~`. in#ermatio~~ ~rcvi~'~b. ~1t3 res~e~su~iii~y i3 t~~:sc.~m~t 1v -, (b~aQnk or Aa~y of tts~; c€~icera, crn~ic~ye~;s o; =~~,le~rspr~ r'~ri;f Vas}~~-:-~} ~fpl ~i~r~ S-.x~e~CJvl~l~ ~v Jll~f~v~ l~ t~€is'x4:'~~.j :: ~/a~; lii~~,~i !ioii~ 1.800.FULTON.4 fultonbank.com Fulton Bank, N.A. Member FDIC. Member of the Fulton Financial Family.