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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 w .... lll::~U) U"'''' w"u ",00 u"'"" .... .. .. INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W C 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) ... z w o z o .. '" w '" '" o u 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 -, ( , -''I (,,) ) ,] 124,577 .31 z o ~ :::l l- ii: <( u W It: 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 z o ~ I-' :::l a.. == o u ~ 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 (.... -;..., " c..) u >- -d " .... w ~ 00 ~ "" .... .. N W -< 4-< " 0 <>. .... .-< u 0 " .-< 0 Vl 0 Q " 0 w "" w :00 " , l- I <>. LL. ..; S ..j- Z .... ....J (lJ 0 LL. ....J -< 0 u <>. " , W 0 -< w ,;. " .-< > Z '" " - (lJ N Z 0 ... c ... Q (]) " "' .; Vl Z .0 0 "" 0 U Z w -< '" ... 0 <>. -0 c ..c: .. - -.: " 0 " .cl .J> -0 -" (lJ " E '" - ..! 0 .. " 0 ....J - U U; '" c-., 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 ~