HomeMy WebLinkAbout04-1028LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
No. 21-04-1028
Robert C. Wolf
October 10, 2004
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about November 16, 2004.
Name
Helen Jane Wolf
Address
17 Ridgeway Drive
Carlisle, PA 1701312
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: November 16, 2004
Keith O. Brenneman, Esquire
Snelbaker, Brenneman & Spare, P.C.
44 West Main Street
Mechanicsburg, PA 17055-0318
(717) 697-8528
Counsel for Personal Representative
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Robert C. Wolf No.
also known as To:
Deceased.
Social Security No. 186-12-9209'
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated October 3, 2001
and codicil(s) dated N/A
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
named
,I~
(state relevant circ.mstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 17 Ridgeway Drive . Carlisle
88
Decendent_thencar. lx$1~ ------~r-e-an]_a~, £~m.,y~_v ears of age, died October 10, 2004 ., xt~
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N[A
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
.~ ~l_ nknown
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last willy, nd codicil(s)
presented herewith and the grant of letters testamontary ..... .'
theron. (testamentary; admlmstranon c.t.a.; adminis~ion d.b.n.c.t.a.)
Helen ~ne Wolf - '~'--
11 R£d~eway Drive ~
Carlisle. PA 17013
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF CU~RLA~D f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well .anO trulYA~dminister the e. sjate according to law.
worn to or and subscrihed
before me this ___!u' day of / .eten. a~ne WOi~ ~ ~-
, , November~ 2004 % i ~ /) ! · 1! ~]-ag~way Drxve ~] ~
~ ~} I~- Reg~,er L I
No. ~t
Estate Of Robert C. Wolf , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW this I 0~'k'~day of November
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated October 3, 2001
described therein be admitted to probate and filed of record as the last will of
Robert C. Wolf
and Letters Testamentary
2004. in consideration of the petition on
are hereby granted to Relen Jane Wolf
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
~-~i~t.~.~c~ · ·
TOTAL
.... ...................
ATTORNEY (Sup. Ct. I.D. No.)47077
44 W. Main Street, Mechanicsburg, PA 17055
ADDRESS
717-697-8528
PHONE
his is to cattily, timt the information here given is correctly copied from an original certificate of death duly filed with me as
l. ~cal Registrar. T~e original cerlificate will be forwarded to the State Vital Records Office fbr permanent filing.
WARNING: It is illegal to duplicate this' ¢op¥ by photostat or photograph.
Fcc fbr this certificate, $2.00
P 10783078
No.
Local Registrar
OCT 1 2 20114
Date
88¥~,
Cumberland
17 Ridgeway Dr.
COMMONWEALTH O~PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL
CERTIFICATE OF DEATH
Wolf
z Hale
6-23-~6 Chicago,Ill
So. Mi~ Ridgeway Dr. Carlisle
Government
Wolf
Helen Jane Wolf
Sue
17 Ridc
ried
Hill
Dr. Carlisl~ Pa. 17013
FH & Cram. t. Holly Springs, Pa.
LAW OFFICES
SNELBAKER
BRENNEMAN
~ SPARE
LAST WILL AND TESTAMENT
OF
ROBERT C. WOLF
? 7
I, ROBERT C. WOLF, of South Middleton Township, Cumberland Co.unty,
Pennsylvania, being of sound and disposing mind, memory and understanding~lo hereby make,
publish and declare this as and for my Last Will and Testament, hereby revokJ4g and making
void any and all wills by me at any time heretofore made.
1. I direct that all my debts and funeral expenses be paid as soon as practical after my
death by my Executrix or Executor, whichever the case may be, hereinafter named.
I direct that all taxes that may be assessed as a consequence of my death shall be paid
from my residuary estate as part of the expenses of the administration of my estate.
2. All the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath to my wife, HELEN JANE
WOLF, provided my said wife, HELEN JANE WOLF, shall survive me by a period of sixty (60)
days.
3. Should my said wife, HELEN JANE WOLF, predecease me or fail to survive me by
the aforesaid period of sixty (60) days, then in such event, I give all the rest, residue and
remainder of my estate, real, personal and mixed, and wheresoever the same may be situate as
follows:
A.
B.
C.
D.
E.
I give ten percentum (10%) to TAMMY HALVERSON.
I give ten percentum (10%) to DAVID B. ELY.
I give ten percentum (10%) to FRANCES DONOVAN.
I give ten percentum (10%) to AUDREY WILSON.
I give sixty percentum (60%) to GEORGE W. ELY, JR.
In the event AUDREY WILSON should predecease me, I direct that the share of my
Estate she would have received hereunder be given to FRANCES DONOVAN. If FRANCES
DONOVAN has predeceased me, or if both AUDRY WILSON and FRANCES DONOVAN
LAW OFFICES
SNELBAKER,
BRENNEMAN
~ SPARE
have predeceased me, I direct that the share that would have been given to FRANCES
DONOVAN or the shares that would have been given to both AUDRY WILSON and FRANCES
DONOVAN if both predecease me, be given in equal shares to DEAN DONOVAN, DOUGLAS
DONOVAN, DALE DONOVAN and JEANNE DONOVAN. With respect to the beneficiaries
identified in subparagraphs A., B. and E., above, I direct that if any of the said beneficiaries shall
predecease me, then the share such deceased beneficiary would have received hereunder be given
to his or her issue surviving me per stirpes. I am not unmindful of my nephew DAVID
DONOVAN. It is my express intention that he not be a beneficiary, directly or indirectly, of any
part or portion of my Estate.
4. I hereby nominate, constitute and appoint my said wife, HELEN JANE WOLF, as
Executrix of this my Last Will and Testament. In the event she should predecease me or fail to
qualify, I nominate, constitute and appoint GEORGE W. ELY, JR. as Executor of this my Last
Will and Testament. I further direct that no person serving as Executrix or Executor hereunder
shall be required to post any bond to secure the faithful performance of her or his duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
1N WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament written on (2) pages this ~ ~ day of ~t*/~t,t ,2001.
Robert C. Wolf
(SEAL)
Signed, sealed, published and declared by ROBERT C. WOLF, the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
(SEAL)
(SEAL)
LAW OFFICES
SN£LBAKER,
BRENN£MAN
~ SPARE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, ROBERT C. WOLF, KEITH O. BRENNEMAN, ESQUIRE and JANE J. COONEY,
the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and Testament and that he had
signed willingly, and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the
Will as witness and that to the best of his or her knowledge the Testator was at that time eighteen
years of age or older, of sound mind and under no constraint or undue influence.
Testator
Witness
Subscribed, swom to and acknowledged before me by ROBERT C. WOLF, Testator, and
subscribed and sworn to before me by KEITH O. BRENNEMAN, ESQUIRE and JANE J.
COONEY, witnesses, this 3ed dayof 06~/~& ,2001.
- Notary Publicff// /- ~
I M~a~u~g flora, Cumb~md Co~y I
I I
REV-1500~X(6-DOI
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wolf Robert C.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10-10-2004 06-23-1916
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
Wolf, Helen Jane
OFFICIAL USE ONLY
FILE NUMBER
2 1 -Q.....~ JL.LJL.1...J!..
COUNTY CODE
YEAR
NUMBER
Iii: 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12.82)
o 7. Decedent Maintained a Living Trust (AlIach copy of Tn.lsl)
010. Spousal PovertyCredit(daleafdeathhe~r\12-31-91al'ld\-1"35}
SOCIAL SECURITY NUMBER
186 12 9209
THIS RETURN MUST BE FILED IN DUPLICATe WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Rerurn (dal\l of death Drior to 12-13-82)
o 5. Federal Estate Tax Return Required
..!!... 8. Total Number of Safe Deposit Boxes
o 11. ElectIon \0 tax under Sec. 9113(A) (Attach &hO)
...
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NAME
Keith o. Brenneman
FIRM NAME (If Applicable)
Snelbaker & Brenneman P. C.
TELEPHONE NUMBER
717-697-8528
COMPLETE MAILING ADDRESS
44 W. Main Street
Mechanicsburg, PA 17055
L,USE ONLY
1. Real Estate (SchoOule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sore-Proprietorship
4. Mortgages & Netes Receivable (Schedule D)
(1)
(2)
(3)
(4)
(5)
481. 00
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(,,)
)
,]
124,577 .31
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JoIntty Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(SchoOule G or L)
8. Total Gross Assets (Iotal Lines 1-7)
(7)
31,724.40
C.;i
(8)
1"h.~7R? 71
(6)
(g)
(10)
9. Funeral Expenses & Administrative Costs (Schedure H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(11)
(12)
(13)
(14)
xO~ (15)
x.O_ (16)
x.12 (17)
x .15 (18)
(19)
156,782.71
lr;f..~ 7R? 71
-0-
-0-
.. '"~;~.~,,,~ " ;';. _n-f-, >,J. ,..' ;,j-) ',' ~ t:' .~, 'ql &-::~"::! ~;;. 1,.1"" \"iii:l~..j-~'{'"-t~'i~:,...t'';;'I!ii.:'''..iit>':;;':7';-f'::- ~ "".'1 ~
:tlI", . j '~~'.~_ _ J'.~'rt:.J",~ .t<t;c..)..' 1.U~ l'.__ . ~\ r~l;:.(\J..:.<",.~, \_,=irt ,l,t,t"~""'j,.~.<:,<.,I,,,A~~l>:!oolt~...,<>.'.II--"-""""" ,-~.4..
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election 10 tax has nol been
made (SchoOule J)
14. Net Value Subject to Tax (Line 12 minus line 13)
SEe INSTRUCTIONS ON REVERSE sloe FOR APPLICABLE RATES
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15. Amount of Line 14laxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
156,782.71
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
----
---
17 Ridgeway Drive
CITY Carlisle
I STATE
PA
I ZIP 17003
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
-0-
Total Credits (A + 8 + C ) (2)
3. InteresUPenalty If applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
8. Enter the total of Une 5 + SA. This is the BALANCE DUE.
(SA)
(58)
A. Enter the interest on the tax due.
-0-
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 ~
b. retain the right to designate who shall use the property transferred or its income;.. . . ....... D ~
c. retain a reversionary interest; Of... ................ ......................... 0 !J
d. receive the promise for life of either payments, benefits or care?. ___.................................................... 0 .[]
2. \f death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.. . ... . .... ......................................... 0 U
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....'" ..... 0 U
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . ....... Q9 0
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 know1edge and belief, it is true, correct
and complete.
Declaration of preparer other than Ihe personal representative is base d on all information of which preparer has any knowledge.
F PERSON RESPON I E FOR FILING RETURN
J Execllt"rix
DATE
_L/_WjoS ___
ADDRESS
17 R1dgeway Drive, Carlisle PA
_____._....____ _____.. _____..::::.1-
~Grl?/JfJ/Vt O~HEH TH~N REPRESENTATIVE
AD~S
__44_W. .)lain St:r,,_et:, ..Mechanicsburg._
17013
m _ __________ ~/i0s:.
PA
170~~
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. 99116 (a) (1.1) (il)'
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, 99116 (a) (1.1) (iill.
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax 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. 99116(,)(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 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)j.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.S. 99116(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.
ReV-1503 EX+ (6-ge)
'*
COMMONWE4.LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
Robert C. Wolf
FILE NUMBER
21-04-01028
ESTATE OF
All property Jointly-owned with right of sUlvivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
USAA Account No. 44900551845, TaX Exempt Intermediate
Term Fund
$ 5,604.76
2.
USAA Account No. 58900113784, GNMA Trust Fund
15,363.74
3.
USAA Account No. 34900998272, S&P 500 Index Member
Shares
38,548.42
4.
Fidelity Account No. 2BB-312444, Fidelity Asset Manager
3&,670.34
5.
Dreyfus Account No. 00213688054, Dreyfus Disciplined Stock
Fund
17,391.19
6.
United States Savings Bonds, Series E (see attached sheet)
8,998.86
TOTAL (Also enter on line 2. Recapitulation) S 124,577.31
(If more space (s needed, insert additional sheets of the same size)
ESTATE OF ROBERT C. WOLF File No. 21-04-01028
Schedule B (Continued)
Item No.6
United States Savings Bonds, Series E:
Serial Number Issue Date Denomination Date of Death Value
L668827035E I III 965 $50 $352.24
L661843807E 08/1965 50 350.42
L661840101E 07/1965 50 361.80
L661239562E 07/1965 50 361.80
L665876143E 09/1965 50 352.24
L665870329E 09/1965 50 352.24
L661847540E 08/1965 50 350.42
L668823362E I III 965 50 352.24
L668529610E 10/1965 50 352.24
L668525802E 10/1965 50 352.24
Q2075297403E 09/1964 25 232.61
Q2082258173E 10/1964 25 232.61
Q2082266884E 10/1964 25 232.61
Q2075288455E 08/1964 25 231.52
Q2069658555E 08/1964 25 231.52
Q2081461146E 09/1964 25 232.61
Q20696675 I 6E 08/1964 25 231.52
Q2096323976E I2/1964 25 231.80
Q2091679600E I III 964 25 230.32
Q2091670837E I III 964 25 230.32
Q2103382200E 01/1965 25 231.80
Q21 0 1888883E OIll965 25 231.80
Q2096315380E 12/1964 25 231.80
Q2106654270E 02/1965 25 208.45
Q2106645707E 02/1965 25 208.45
Q21 0 1943486E 01/1965 25 231.80
Q2115335618E 04/1965 25 209.45
Q2112154310E 03/1965 25 209.47
Q2121456180E 03/1965 25 209.47
Q212 I 923025E 05/1965 25 209.45
Q2121886485E 05/1965 25 209.45
Q2115344092E 04/1965 25 209.45
Q2132381824E 07/1965 25 180.90
Q2124235234E 06/1965 25 180.90
Q2124226485E 06/1965 25 180.90
Total Value: $8,998.86
REV-1508 EX+ (6-98) '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Robert C. Wolf
FILE NUMBER
21-04-01028
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Decedentls interest/share in penny stock club:
$481. 00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
481.00
REV-151O EX+ 11;-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
Robert G. Wolf
FILE NUMBER
21-04-01028
ESTATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on ttle reverse side of tile REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % Of DECO'S EXCLUSION
ITEM INC~UDE THE NAME OF THE TRANSFEREE, THEIR RELATlONSHlPTO DECEDENT />.NO DATE OF DEATH TAXABLE
NUMBER THE DATE OF TRANSFER ATTACH ACOPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IFAPPLlCA8LEl VALUE
1. U.S. Savings Bond, Series EE, Serial No.
$9,868.00 100% $9,868.0
X2402448EE, $10,000.00 denomination
payable on death to Helen Jane Wolf,
surviving spouse, Date of Transfer:
October 10, 2004
2. U.S. Savings Bond, Series EE, Serial No. $9,868.00 100% $9,868.0
X2402450EE, $10,000.00 denomination
payable on death to Helen Jane Wolf,
surviving spouse, Date of Transfer:
October 10,2004
3. U.S. Savings Bond, Series EE, Serial No. ~9,868.00 100% $9,868.00
X2402449EE, $10,000.00 denomination
payable on death to Helen Jane Wolf,
surviving spouse, Date of Transfer:
October 10,2004
4. U.S. Savings Bond, Series HH, Serial No. $706.80 100% $706.80
M5794689HH, $1, OOG. 00 denomination
payable on death to Helen Jane Wolf,
surviving spouse, Date of Transfer:
October 10,2004
5. U.S. Savings Bond, Series HH, Serial No. $706.80 100% $706.80
M5794688HH, $1 ,000.00 denomination
payable on death to Helen Jane Wolf,
surviving spouse, Date of Transfer:
October 10, 2004
6. U.S. Savings Bond, Series HH, Serial No. $706.80 100% $706.80
M5794687HH, $1 ,000.00 denomination
payable on death to Helen Jane Wolf,
surviving spouse, Date of Transfer:
October 10, 2004
TOTAL (Also enter on line 7 Recapitulation) $ 31,724.40
o
o
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX. (9-00) ..
COMMONWEAlTH OF PENNSYLVANiA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
Robert C. Wolf
FilE NUMBER
21-04-01028
ESTATE OF
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)J
Helen Jane Wolf
17 Ridgeway Drive
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
surviving spouse
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- 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)
()
LAW OFFICES
SNELBAKER.
BRENNEMAN
8: SPARE
LAST WILL AND TESTAMENT
OF
ROBERT C. WOLF
I, ROBERT C. WOLF, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making
void any and all wills by me at any time heretofore made.
I. I direct that all my debts and funeral expenses be paid as soon as practical after my
death by my Executrix or Executor, whichever the case may be, hereinafter named.
I direct that all taxes that may be assessed as a consequence of my death shall be paid
from my residuary estate as part of the expenses ofthe administration of my estate.
2. All the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath to my wife, HELEN JANE
WOLF, provided my said wife, HELEN JANE WOLF, shall survive me by a period of sixty (60)
days.
3. Should my said wife, HELEN JANE WOLF, predecease me or fail to survive me by
the aforesaid period of sixty (60) days, then in such event, I give all the rest, residue and
remainder of my eslate, real, personal and mixed, and wheresoever the same may be situate as
follows:
A. I give ten percentum (10%) to TAMMY HALVERSON.
B. I give ten percentum (10%) to DAVID B. EL Y.
C. I give ten percentum (10%) to FRANCES DONOVAN.
D. I give ten pereentum (10%) to AUDREY WILSON.
E. I give sixty percentum (60%) to GEORGE W. ELY, JR.
In the event AUDREY WILSON should predecease me, I direct that the share of my
Estate she would have received hereunder be given to FRANCES DONOVAN. If FRANCES
DONOVAN has predeceased me, or ifboth AUDRY WILSON and FRANCES DONOVAN
LAW OFFICES
SNELB.AKEFI.
BRENNEMAN
Be SPARE
have predeceased me, I direct that the share that would have been given to FRANCES
DONOVAN or the shares that would have been given to both AUDRY WILSON and FRANCES
DONOVAN if both predecease me, be given in equal shares to DEAN DONOVAN, DOUGLAS
DONOVAN, DALE DONOVAN and JEANNE DONOVAN. With respect to the beneficiaries
identified in subparagraphs A., B. and E., above, I direct that if any of the said beneficiaries shall
predecease me, then the share such deceased beneficiary would have received hereunder be given
to his or her issue surviving me per stirpes. I am not unmindful of my nephew DAVID
DONOVAN. It is my express intention that he not be a beneficiary, directly or indirectly, of any
part or portion of my Estate.
4. I hereby nominate, constitute and appoint my said wife, HELEN JANE WOLF, as
Executrix of this my Last Will and Testament. In the event she should predecease me or fail to
qualify, I nominate, constitute and appoint GEORGE W. EL Y, JR. as Executor of this my Last
Will and Testament. I further direct that no person serving as Executrix or Executor hereunder
shall be required 10 post any bond to secure the faithful performance of her or his duties in the
Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament written on (2) pages this !/- day of (}tfola-.< ,2001.
f'(JJ <:. - tJA~
Robert C. Wolf
(SEAL)
Signed, sealed, published and declared by ROBERT C. WOLF, the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
~Pu~
(SEAL)
~q.~
(SEAL)
-2-
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
COMMONWEAL Tll OF PENNSYL VANIA)
: SS.
COUNTY OF CUMBERLAND )
We, ROBERT C. WOLF, KEITH O. BRENNEMAN, ESQUIRE and JANE J. COONEY,
Ihe Teslalor and the witnesses, respectively, whose names are signed 10 Ihe altached or foregoing
inslrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and Testament and Ihat he had
signed willingly, and that he executed it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in Ihe presence and hearing of the Testator, signed the
Will as wilness and that to the best of his or her knowledge the Teslalor was at that time eighteell
years of age or older, of sound mind and under no constraint or undue influence.
~"I.",-^1 <:,W'Q~
T eslator
(/h!~
Witness
r~
.~~'t
Witness
Subscribed, sworn to and acknowledged before me by ROBERT C. WOLF, Testator, and
subscribed and sworn to before me by KEITH O. BRENNEMAN, ESQUIRE and JANE J.
COONEY, witnesses, this :/rJ. day of Ol:I.~", , 2001.
JM"A of, ?ifi~-
Nolary Public
Notarial Seal
SU8an L '/Jidl, NOOlIy PubIIo
__og(lOro,CUn1biIrIandCcumy
My CoImlIulon Explre. Nov. 24, 2003
MtmDlf, As90Clsllcn of Noteries
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
Helen Jane Wolf
being duly sworn
the Executrix
according to law, deposes and says that she . .
of the Estate of llnhiPT1- r ldn 1 -F
late of _So~~h Mid_d.letQ!!._A!'.m>shiD _ Cumberland County, Pa., deceased and that the
within is an inventory made by Helen Jane Wolf ., the said Executrix
of the entire estate of said decedent, consisting of all the persona' prop.rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
J,lI" ?005
~-
Executrix
Exec: or. Administrator
Helen ane Wolf
,17 Ridgeway Drive
Car11sle, PA 17013
Sworn to and subscribed before me,
2nd day of February,
COMMONWEALTH OF PENNSYL ANIA
Notarial Seal
Susan L. Matrazi, Notary Public
Mech<lnicsburg Boro, Cumberland Counly
My C<Jmmiosion E~' Nov. 24, 2007
Date of DeNt bef, f'~"""Jl....,,;C:I I,;IBlIun UT NotanaS
'Y
Addr.u
October
Month
7004
Y.ar
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of persona' representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personaily or realty
4. See Article IV, Fiduciaries Act of 1949.
I
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Robert: C Wnlf'
Date of Death:
Oct:ober 10, 2004
Will No.:
21-04-1028
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:
I. State whether administration of the estate is complete:
Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes ! No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval offormal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
IIj/t1/f/l/'---,
Date: April 21, 2005
Signature
Keith O. Brenneman
Name
44 W. Main Street
Mechanicsburg, PA 17055
('OX
Address
(717)697-8528
Telephone No.
t',"..,
Capacity: 0 Personal Representative
lXJ Counsel for personal representative
~