HomeMy WebLinkAbout05-28-13 (2) -J REV-1580 EX(01.10) Ir 1505610143
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county Code Year File Number
Bureau of Individual Taxes oeeuermaar or aeveaue
PO 60X.280601 INHERITANCE TAX RETURN 21 12 01120
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
10 11 2012 08 21 1923
Decedent's Last Name Suffix Decedent's First Name MI
WOLFE EVELXN G
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name Ml
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Original Return ❑ 2. Supplemental Return 3.Remainder Return(date of death
prior to 1813-82)
❑ 4. Limited Estate ❑ 4a. Future Interest compromise ❑ 5. Federal Estate Tax Return Required
(date of death after 12-1262)
C§ 6. Decedent Died Toetato ❑ T Decedant Maintained a Living Trust _0 8, Total Number of Safe Deposit Boxes
(Afiach Copy of Wdd A tech Cary of Trust)
❑ 9. Litigation Proceeds Received ❑ 10. spousal Poverty Credit(date of death 11.Election to tax under Sec.9113(A)
between 12-31-91 and h1-95) ❑ (Attach Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
CRAIG A DIEHL ESQUIRE CPA 717 763 763
c --
REOI , ER%OF WILLS�ISE @ tr'n,
rr1 C3
-;a C
-T. "S —c G7 -a
First line of address r r t
D11 0C,
3464 TRINDLE ROAD '
a
Second line of address t y (z `T ___J
City or Post Office State ZIP Code :.1 —y DATE F ED r-- tr1
tp 'rt
CAMP FALL PA 17011
Correspondents e-mail address: cdiehliacadiehilaw.com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,con t and complete.Declaration of pr parer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATU 0 RSO ONSI5 FOR FlLtPIVRETURN DATE
Robert E.Wolfe, it 13
ADDRESS
1214 Highlander Way, echanictiburg, PA 17050
SIGNATURE OF PREPARER OTHER THAN EPRESENTA nVE DATE �
LA
Craig A Diehl Esquire CPA
ADDRESS
3464 Trindle Road, Camp Hill, PA 17011
Side 1
1505610143 1505610143 nr�
J 1505610243
REV-1500 EX
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1. 196 , 0 0 0 . 00
2. Stocks and Bonds(Schedule B)............................................................................... 2.
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. 18 , 078 . 75
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 93 , 965 . 9 9
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested....... 7,
8. Total Gross Assets(total Lines 1-7)....................................................................... 8. 308 044 . 7 4
9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 53 , 974 . 83
10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1)................................ 10. 1 , 190 . 25
11. Total Deductions(total Lines 9&10)...................................................................... 11. 55 , 165 . 08
12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 252 , 879 . 66
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. 252 , 879 . 66
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
at lineal rate X .045 252 , 879 . 66 16. 11 , 379 . 58
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due..................................................................................................................... 19. 11 , 379 . 5 8
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
L 1505610243 1505610243
REV-1500 EX Page 3 File Number 21 - 12 - 01120
Decedent's Complete Address:
DECEDENT'S NAME
Wolfe, Evelyn G.
STREET ADDRESS -- - --
4402 Royal Oak Road
Camp Hill STATE PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 11,379.58
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits(A +B) (2) 0.00
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check 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. (5) 11 ,379.58
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 �NoI
a. retain the use or income of the property transferred;.............................................................................._.. '--��jl u
b. retain the right to designate who shall use the property transferred or its Income;_...........................---- �.J EXI
c. retain a reversionary interest;or...........................................................___.............................
....................
d. receive the promise for life of either payments,benefits or care?.............................................................. x
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without
receiving adequate consideration?.........._.............._..............................................--............----_...................... ❑ D
3. Did decedent own an'in trust for' or payable upon death bank account or security at his or her death?......... u
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which (-
cont ains 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 172 P.S.§9116(a)(11A)(i)].
For dates of death on or after Janus ry 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 reiiurn 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 yyears 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)F2 P.S.§9116(a)(1)].
•The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§§9116((a)(1.3). A
sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by bloo�or adoption.
SCHEDULE A
COMMONw THOPPENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIpEM DECEDENT
FILE NUMBER
ESTATE OF Wolfe, Evelyn G. 21 - 12 -01120
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 property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
Attach a copy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Personal residence situate at 4402 Royal Oak Road 196,000.00
Camp Hill, PA 17011 (see HUD-1 attached)
TOTAL(Also enter on Line 1, Recapitulation) 196,000.00
OMB NO.2102-0265 "
+� �-7 B. TYPE OF LOAN:
U.S.DEPARTMENT OF HOUSING a URBAN DEVELOPMENT 1'L.IFNA 2P%HA 3.000NV.UNINS. 4.[]VA 5.nCONV.INS.
6. RILE NUMBER: �� 7. LOAN NUMBER;
SETTLEMENT STATEMENT LEONE-CSC-2013
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This farm Is furnished to give you a statement of aefuel settlement costs. Amounts paid to and by the settlement agent ere shown.
Items marked TPOC)'wore pold ouhuda the clasxV.they Are shown MM far/rNOmtatlOnatpurposee arMmo n9f hrcludedkr aro totals.
1,9 ]AA LFCNEC9C.A1).pFPIta1RL`SGt91Y11
D.,NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Scott Anttrony Leone and Estate of Evelyn G.Wolfe
Sam Jane Leone
329 Awn Odve
Carlisle,PA 17013
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE:
4402 Royal Oak Road Charter Settlement Company
Camp M0,PA 17011 Mardi 15,2013
Cumbodend County.Pennsylvania PLACE OF SETTLEMENT '
1200 Camp Hi8 Bypass,Suite 205 -
Camp Hill PA 17011
J.SUMMARY OF BUYER'S I RANISACI ION K.SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BUYER: 400,GROSS AMOUNT DUE TO SELLER_
10,. Coneed Safes Price I 196000.011 401. Cannot Sales Pit" 188000.00
102. Personal Property 4024 Pemontl Propel, L
103. Settlement Changes to t tJne 1400 390150 403.
104. 404, +
105. 405.
stments For Hems Paid By Seger in advance Adusbmnts For Items PaldB SoBermadvanco
106. Schaal Taxes 03116/13 to 07/01113 487.23 408.Select Taxes 03116113 la 07101113 1 487.23
1D7,County Taxes 03fiWI3 to 01101114 382,43 407.County Texts 0 3116!13 0 01101114 1 362A3
168, CRY Taxes to 408.City Taxes to
109. 131 quarter sewerNash 03116113 to 04101113 27.56 409.tstRuodersower f"sh03i161131o041Otil3 27.56
110. 410.
ill. 411,
112. 412.
120, GROSS AMOUNT DUE FROM BUYER 200,798.72 420. GROSS AMOUNT DUE TO SELLER 188,89722
200, AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201.Deposit or eamest money 2500.00 501, Excess Deposit See Instructions)
202 Principal AI110un1 of Now Loans 502. Settlement Charges to Seller Una 1400 14,384.0
203. Existing los a taken subject to 503. Existing filer(s) taken Su ct to
204. 504.Payoff of 8m1 Mortgage
2054 505,Payoff o se a e
206. 506.Deppsilretalnedbyltroker 2500.00 ..
207. 507.
208. 508.
208. 509,
Ad'usfmtnfs For Items Unpaid B Sella, A 'usmMnts Far Yams Unpaid B Seller
21111 $94 Taxes to 51%School Taxes to
211. County Texas to 511.CountyTexas to
212. City Taxes to 512.City Taxes 10
2134 Credtl for Home Warmn Geim 75,00 513.Credit ter Home Warmnly Claim 75.00
214. Credit for Radon System 825.00 514.Credit for Radon SITtent 825.00
215. 515,
216, 516.
217, 517.
218. 518,
219. 510.
220. TOTAL PArD BYiFOR BUYER 3,400.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 17,704.09
300. CASH AT SETTLEMENT FROMITO BUYER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Grass Mrount Due From Una 1201 200 7911.72 SD7. Great,Amount Due To Segel Una 420 196,89722
702. Less Arnounl Paid ByfFcv Buyer Una 226 ( 3,400.00) 602, Less Reductions Due Seller Una 520 ( 17 764.09
301 CASH{X FROM)( TO)BUYER 197,388.72 601 CASH(X TO)( FROM)SELLER 178.133.13
The undersigned hereby aclummledge receipt of a completed copy of pages 182 of This eblement 8 any attachments rofemod to hemle.
Buyer Scum Esfate0 v G. fo _
S nit AnOronyL li ,0 BY:
,tf%rdv (fit u..,C�`rL7/ o oft.it,Exaw
Barn one), eons
re ;r
L.SETTLEMENT CHARGES
.OTAL COMMISSION Based an Price S 196.000.00 a 7.0000% 13.720.00 r.,nw rvnzlma
,vision of CommissPon Ilne 00 as o lows: euvews 'Er rn
i. 6,869w 10 mxar orals Less Deposit Retained 2.500.00 nmaSAr EprMW
62.$ 6,86 .OU to RSR Realtors senuTUSn SEtit Iff
703.Conmlhsion Paid at ettlement '-111025 00
704.Flat Fee groke, to Howard Hanna 2 .W
900.ITEMS PAYABLE IN CONNECTION VMT14 LOAN
801,Loan Oa' inatwn Fee 1.0000% Io ..
802.Loan Discount to
803.Apptatsai ee to
904. rad0 epod to
eDS.Londe,a inspect on Fee to
806.Modguen,hls.Am.Fes to
807.Assumption Fee to
908.
809.
810.
811.
900.ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901.Interesl Flom to @ 'S /day de •%
902.MIP Tollns,for L11eO1Lwn far months to
903.Hazard Insurance Pnnafim for 1.0 am to
904.
905.
1000.RESERVES DEPOSITED WITH LENDER
1001.Hazard Insurance nex,lbn S r nlea h
i D02.Mortgage Insmance months f m month
1001 School Taxes =nth$ S IX month
1004.County Taxes months f month
1005.City Taxes morans 9 $ Per, month
1006. months S f moral
1007. rrronIn$ 4p S per moral
1008. mwlhs a $ per moans
1100.TITLE CHARGES
1101.Settlement a Closin Fee w
1102.Abstractor TIDe Search to
1103.Title Ce00cate to Chorter Settlement company 10.00
1104.Tide Insurance BA1tle to '
1105.Deed Preparation to
1105.Noiaq Fees to capow Mies.PC. 10.06
1107.Atle(eeys Fees w
(rrlctuda aLrova nem numbers: )
110&IItIQ Insurance w Old Reaublic Nallonal Os In marme n y It t
trlpiudes above item numbers:
1109, a eta overage f
i 110.Owners Coverage It 196.000.00 1,380.00
112 Choner Settlenrent COnlpan
13,
4,
1
1116.
1117,OlsbufsernentChavaes
118.Pedefal press Charges Chador Senhane.1 Company
1200.GOVERNMENT RECORDING AND TRANSFER CHARGES
7201.Recedi Facts:Deed S 60.50:Mortgage S Releases S %50
1202.CO!Count Ts Tam s:Deed 1 960SO,modgwe 1960.00
1203.State ToxlStam s: 11960.00;mortgage 1.900.00
1204.
1205.
1300.ADDITIONAL SETTLEMENT CHARGES
1301.Smex to
1302.Peat Ins ecaplt to
1303.Home Warranty to Hoare Security at America Inc. 479.00
1304.Home Ins ectionl RodonMest to An51ns ectl 1485ko
7395.2013 CeunfyFexas to mas'"I Langan 470.09
1400.TOTAL SETTLEMENT CHARGES Enteron Liana 103.Section J and 502.Soctlon R _ 3.901.50 14.364.09
evow•ae•o•n dw anlmwle.vreWbM Mnrwe4p•rec•gl a•mwiMN apaa•P a d w Meo+O••M1M�nI.
Chat erer SetO�pefy
�� �5biDennent Agonl
Cet88ed to be a true copy.
• S1Eg2-GSG74i]1tEYmECaG10f]f tt)
i
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH INHERTNCE OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TA%RETSYL
RESIDENT DECEDENT
ESTATE OF Wolfe, EV8Iyf1 G. �212U-01120 BER
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION
DEATH
1 Reimbursement of County and School real estate taxes at closing 869.66
2 Reimbursement of Sewer/Refuse charges at closing 27.56
3 2003 Dodge Caravan 5,000.00
4 Jewelry (see Appraisal)
661.00
5 Miscellaneous Refunds 262.42
6 Angels on Call - Refund 734.50
7 Personalty (Auction/Items Retained) 7,524.00
8 United States Treasury-2012 Income Tax Refund 1,062.00
9 PSERS
715.85
10 Penn State Hershey Medical Center- Refund of Medical Bill 1,221.76
TOTAL(Also enter on Line 5, Recapitulation) 18,078.75
MORROW FARRAR
1 EWE "LERS
III. TRANSMITTAL LETTER(Including Value Summary)
October 31, 2012
Mr. Robert Wolfe
1214 Highlander Way
Mechanicsburg, PA 17050
Mr. Robert Wolfe, contacted the firm of Morrow Farrar Jewelers, and requested an
appraisal of selected items of jewelry. He delivered the jewelry on October 24, 2012 to
Morrow Farrar Jewelers, 3750 Market St, Camp Hill, PA 17011 and the appraisal was
conducted on site. The requested appraisal of Fair Market Value is for the Estate of
Evelyn G. Wolfe.
This appraisal report has been prepared in accordance with the Uniform Standards of
Professional Appraisal Practice (USPAP) as provided by the Appraisal Standards Board
of the Appraisal Foundation, Washington, D.C. and with the Principles of Appraisal
Practice and Code of Ethics of the American Society of Appraisers (ASA), Washington,
D.C.
All relevant statements including definitions of purpose, intended use, value, valuation
approach, limiting conditions, liabilities, terminology and credentials are included with
this document. Any changes or omissions from this report void the entire appraisal. This
appraisal was performed for the specific purpose and intended use as stated and would be
invalid for any other purpose or use.
Compensation was provided using our normal and customary fees established as an
hourly fee for professional time. At no time do we charge a fee based on a percentage of
the value.
I have no financial interest in this jewelry nor do I anticipate any future interest. Total
compensation for this appraisal was the hourly fee agreed to between the client and
appraiser. I have no direct or indirect ties that would influence my estimate of value.
To the best of my knowledge and information, the opinions of value expressed in the
attached appraisal reports represent the Fair Market Value of the jewelry as of the
effective date of October 31, 2012 (date of completion). The total value for the five
pieces of jewelry is $661.00.
Jill Morrow, GG (GIA) AM-ISA
Member Appraisers Association of America
Accredited Member- International Society of Appraisers
3750 MAexer STREET e Carer H&4 PA 17011 v www morrowfarrar.com a 717-737-5808
I SCHEDULE F
COMMONWEALTH TAX PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF j FILE NUMBER
Wolfe, Evelyn G. + 21 - 12 -01120
If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
Robert E. Wolfe, II 1214 Highlander Way Son
A Mechanicsburg, PA 17050
JOINTLY OWNED PROPERTY: p yy p
ITEM LETTER DATE Include name of Ina vial,n�tituQ,o nand bank account numbe DATE OF DEATH %OF I DATE OF DEATH
NUMBER FOR JOINT MADE or similar identifying number.Attach deed for jointly-held real VALUE OF ASSET OECD'S oeceoervr s,r°iiEREST
TENANT JOINT estate. INTEREST
1 A 08/08/2008 Members 1st Federal Credit Union 185,524.58 50% 92,762.29
Savings Account- 107367-00
2 A 08/08/2008 Members 1st Federal Credit Union 2,407.40 50% 1,203.70
Checking Account- 107367-11
TOTAL(Also enter on line 6,Recapitulation) 93,955.99
�n! ��MYc��Oy f
COMMONWEAyTHOF PENNSYLVANIA RNER&1NENSES&
INHERITANCE TAX RETURN
RESIDENT DDECEDENT MV )AN fl H M/ A TJ
ESTATE OF Wolfe, Evelyn G. FILE NUMBER
21 - 12 -01120
Debts of decedent must be reported on Schedule I.
ITEM -
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Malpezzi Funeral Home- Funeral Bill 8,598.07
2 C &J Catering-Funeral Reception 842.70
B. ADMINISTRATIVE COSTS:
1, Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission paid
2, Attorney's Fees Law Offices of Craig A. Diehl 10,000.00
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 365.50
5. Accountant's Fees
& Tax Return Preparer's Fees
7, Other Administrative Costs
1 The Sentinel - Estate Advertisement 189.54
TOTAL(Also enter on line 9, Recapitulation) 53,974.83
Schee]d�ulle/�Hp��t
COMMONWEALTH OF PENNSYLVANIA Funeral BWises
INHERITANCE TAX RETURN Adrrun baM Costs continued
RESIDENT DECEDENT
ESTATE OF Wolfe, Evelyn G. FILE NUMBER
21 - 12 - 01120
2 Cumberland Law Journal- Estate Advertisement 75.00
3 Office Max-Supplies for Estate/Copies 89.95
4 Deluxe Check- Estate Checks 13.95
5 Morrow Farrar Jewelers-Appraisal Fee for Jewelry 225.00
6 United States Postal Service- Fee for confirmation of mail forwarding 1.00
7 PA American Water-Water bills until sale of home 116.26
8 PPL Electric- Electric bills until sale of home 838.31
9 Dirty Dog Hauling -Junk removal 315.00
10 Merrill Brothers Wallcovering - Home renovations at 4402 Royal Oak Road 8,085.00
11 Pronto Plumbing - Plumbing repairs 384.22
12 Home Depot- House Renovations 45.21
13 All Decked Out Services, Inc. - Renovations at 4402 Royal Oak Road 1,620.70
14 Margaret Van Dusen -Work in preparation for auction 3,000.00
15 The UPS Store- Postage stamps 51.51
16 Hampden Township - Refuse/Sewer Charges until sale of home 155.05
17 Lowe's- New Toilet/Renovations at 4402 Royal Oak Road 300.08
18 Mark S. Ulsh - Lawncare Services 768.22
19 Penske-Moving Furniture 92.72
20 Firestone- Maintenance of EGW Minivan 483.00
Page 2 of Schedule H
I Schedule hl
Expenses&
COMMONWEALTH OF PENNSYLVANIA Funeral
INHERITANCE TAX RETURN Administrative Costs conllnued
RESIDENT DECEDENT
ESTATE OF Wolfe, Evelyn G. FILE NUMBER
�21 - 12 - 01120
825,00
21 Expenses paid at closing for Radon System
22 Realtor Commissions 11,220.00
23 Howard Hanna-Broker Fee 225.00
24 Charter Settlement Company-Title certificates 10.00
25 PA Dept. of Revenue- Realty Transfer Tax 1,960,00
26 Home Security of America, Inc. -Home Warranty 554.00
27 Michael Langan, Tax Collector-2013 County Real Estate Taxes 470.09
28 Law Offices of CAD- Reimbursement of Certified Mail Costs for DPW letter 535
29 Cumberland County Register of Wills-File Inheritance Tax Return 15.00
30 Cumberland County Register of Wills - File Family Settlement Agreement 20.00
31 Chuck Bricker, Auctioneer-Auctioneer Fee/Costs 2,014.00
r
Page 3 of Schedule H
SCHEDULE ! {
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH R E.AXRMRN^"'" LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolfe, Evelyn G. 21 - 12 -01120
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Pennsylvania American Water-Final Water Bill 42.89
2 Alert Pharmacy-Pharmacy Bill 50.17
3 PPL Electric- Final Electric Bill 242.61
4 Mark S. Ulsh -Final Lawncare Bill 496.82
5 Pronto Plumbing - Plumbing Bill 311.76
6 Pa Department of Revenue-2012 Income Tax Liability 46.00
TOTAL(Also enter on Line 14,Recapitulation) 1,190.25
REV-1511 EX.(11-08)
SCHEDULE ) tI�
COMMONWEALTH PENNSYLVANIA
INHERITANCE TAX TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolfe, Evelyn G. 21 - 12 -01120
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON($) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not Ust TnWee(s)
I, TAXABLE DISTRIBUTIONS(include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Robert E. Wolfe, II Son 1/2 of Estate
1214 Highlander Way
Mechanicsburg, PA
I
2 Margaret Van Dusan Daughter 1/2 of Estate
P.Q. Box 155
Brights Grove ON NON ICQ
Canada
t
Enter dollar amounts for distributions shown above on lines 15 through 1$on Rev 1500 cover sheet,as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
(
1
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
LAST WILL AND TESTAMENT n
-n n
Cp O rnC )
EVELYN G. WOLFE
a7 Q }�
I, EVELYN G. WOLFE, of Hampden Township, Cumberland Count r,
Pennsylvania, declare this to be my Last Will and revoke any Will previously made by
.-_me.
ITEM ONE
am widowed and have two grown children.
ITEM TWO
I direct that all my just debts, expenses of my last illness, expenses incurred in
the administration of my estate, and my funeral expenses shall be paid from the
principal of my residuary estate, as soon as practical after my decease, as a part of the
administration of my estate. No person receiving or having a beneficial interest in any
property, whether under this will or otherwise, shall at any time be required to contribute
to or refund any part thereof for the payment of the expenses of my last illness, and
funeral expenses.
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ITEM THREE
I give, devise and bequest my estate as follows:
(A) One-half(112) unto my son, Robert E. Wolfe II, per stirpes; and
(B) One-half(112) unto my daughter, Margaret Van Dusen, per stirpes.
ITEM FOUR
I authorize my Executor to claim administrative expenses as a deduction upon
my estate return or upon an income tax return or returns as he or it in-his or its
discretion shall considered to be in the best interests of my beneficiaries, with no duty to
make adjustments between income and principal as a result thereof.
ITEM FIVE
I direct that all estate, inheritance and other taxes in the nature thereof, together
with any interest and penalties thereon, becoming payable because of my death with ti
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 the principal of my residuary
estate, and no person receiving or-having a beneficial interest in any such property,
whether under this Will or otherwise, shall at any time be required to contribute or to
refund any part hereof; PROVIDED, however, that this direction shall not apply to taxes
on my property included in my estate solely because of a power of appointment
thereover which I possess but have not exercised or to any generation skipping transfer.
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ITEM SIX
All of my insurance policies which provide indemnity for the loss of any of my.
personal or real property by fire, windstorm or other similar casualty (including any claim
for the loss against any insurance company), I give and bequest, respectively, to those
persons or corporations, as the case may be, who shall become the owners of such
properties by reason of my..death, whether such ownership be acquired under the
provisions of this Will, by survivorship or by other means.
ITEM SEVEN
Any and all payment or payments of any sum or sums; whether in cash or in kind and-
whether for principal or income, payable to the said beneficiaries of my estate shall be
free from anticipation, assignment, pledge, or obligation of any beneficiary, and shall not
be subject to any execution or attachment.
ITEM EIGHT
Any beneficiary hereunder who dies at the same time as me, or within thirty (30)
days of me, or under circumstances wherein it is difficult or impossible to determine who
died first, shall be presumed to have predeceased me.
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ITEM NINE
I appoint my son, ROBERT E. WOLFE II, Executor of this my last Will.
Should my son, ROBERT E. WOLFE Il, fail to qualify or cease to act as
Executor, I appoint my daughter, MARGARET VAN DUSEN, Executor, of this my last
Will.
No bond shall be required of any fiduciary hereunder or in any jurisdiction.
No fiduciary hereunder shall have any liability for any mistake or error of judgement
made in good faith.
ITEM TEN
My Personal.Representative shall have the foilowin
g powers in addition to those
vested in them by law and by other provisions of my Will, applicable to all ro e
P P rty,
including property held for minors, whether.principal or income, exercisable without
court approval, and effective until actual distribution of all property. Such list of powers
is not exclusive and it is not meant or intended for the powers hereinafter set forth to be
exclusionary and in derogation of any remaining statutory powers.
My Personal Representative has the power:
To retain, any or all property owned by me at the time of my death in the form in
which it then exists; acquire by purchase or otherwise or retain, temporarily or
permanently, any kind of realty and personalty including stocks and unsecured
obligations, undivided interest, interests in investment trusts, mutual funds, legal and
discretionary common trust funds, leases, any property belonging to my estate, and
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property which is outside of my domicile, all without diversification as to kind or amount
and without being limited to investments authorized by law for trust funds, (including the
discretion to retain as an investment any obligation or obligations owing to me by any
corporation in which I have a stock interest at the time of my death) and hold funds
uninvested, or deposit any moneys in one or more savings or other banks in any form of
account whether or not interest bearing; and
To vote in person or by general, limited or discretionary proxy, with respect to
any investments that may be owned by my estate or any trust, or consent to any
purpose, in respect of any stocks or other securities; exercise or seltany rights of
subscription or other right in respect thereof; and
To hold two or more trusts or other funds in one or more consolidated funds, in
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which the separate trusts or funds shall have undivided interest; and
To sell, exchange, or otherwise dispose of realty and personalty publicly or
privately, wholly or partly on credit or for any consideration including stocks, bonds or
other corporate obligations and grant options for the purpose, exchange or other 1
disposition of any such property; and
- To pay general legacies, establish trusts, divide or distribute principal; in kind or
in money, or partly in each, or by way of undivided interests, even if shares be
composed differently; and
To delegate discretionary powers to agents, remunerate them, and pay their
expenses, employ and pay the compensation of accountants, custodians, legal and
investment counsel; and
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T renew, assign, after, extend, compromise, release with or without
consideration, or submit to arbitration, obligations or claims, including taxes, held by or
asserted against them or which affect estate or trust assets; and
To hold property in the name of nominees; and
To borrow money from themselves or others and pledge or mortgage any
property, for the payment of taxes, debts, legacies or expenses or any other propose
which in their opinion will facilitate the administration of my estate or any trust; and
To manage, retain, improve, alter, subdivide, develop, dedicate to public use or
lease real property or grant easements with respect thereto for periods to beginZ ,
a
presently or in the future without regard to statutory restrictions on leasing and even
trough any such period may extend beyond the-term of any trusts; and
To consent to and participate in any plan for the liquidation, reorganization,
consolidation or merger of any corporation and security of which is held; and
To abandon, in any way, property..which the determine not to be worth protecting;--
and
In connection with the administration of my estate and of any fund hereunder, I
direct that all corporate stock distributions in the stock of the distributing corporation
(except such distribution, whether described as stock dividends, stock splits or
otherwise, paid in stock of the distributing corporation, where the number of shares of
that class of stock distributed to shareholders of that class amounts to six (6%) percent
or less than the outstanding number of shares of that class on the record date for such
distribution), all rights to subscribe accruing on or in respect of any securities held
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hereunder, all capital gains distributions on shares of mutual funds, and all liquidating
dividends shall be treated as principal; and all other cash or stock dividends accruing on
or in respect of any such securities shall be treated as income; and
To make loans out of the trusts to my Executors provided that such loans are
made on adequate security and for an adequate interest; and
To allocate any portion of my Generation Skipping Tax exemption under Section
2631(a) of the Internal Revenue Code, or any similar exemption, exclusion or other
benefit allowable under the law in force when I die, to any property as to which I am the
transferor, within the meaning of Section 2652(a) of the Internal Revenue Code.
ITEM ELEVEN
(a) For purposes of construction of this Will, the masculine gender shall,include
the feminine; and the singular the plural, unless the context clearly indicates otherwise. k
(b) This Will shall be construed and regulated in all respects by the laws of the
Commonwealth of Pennsylvania.
( c) There is only One (1) signed original of this Will.
(d) The term "devise" is used to describe the passing of property, whether real,
personal, or mixed, under the terms of this Will. The term"devisee" is used to describe
any person to whom such property passes.
(e) The term "Issue" is used to describe the descendants of any individual.
IN WITNESS WHEREOF, I have signed, sealed, published and declared this to
be my Last Will and Testament, consisting of seven previous pages plus this
Attestation and Acknowledgment and an Aff=idavit, in the presence of the persons
witnessing it at my request this th day of 2008.
EVELYN G. WOLFE
The preceding instrument, consisting of this and seven (7) other typewritten
pages, each identified by the signature of the Testatrix, was on the date thereof signed,
-published and declared by EVELYN G. WOLFE,the-Testatrix herein,named, as and for
her Last Will and Testament in the presence of us, who in her presence, at her request,
and in the presence of each other have subscribed our names as witnesses hereto.
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ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
ss:
COUNTY OF CUMBERLAND
WE, EVELYN G. WOLFE, ;
AND
Testatrix and the witnesses, respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare-to the undersigned authority that
the Testatrix signed and executed the instrument as her Last Will and Testament and
that she signed willingly, and that she executed it as her free and voluntary act for the
purpose therein expressed, and that each of the witnesses, in the presence and hearing
of the Testatrix, signed,the Will as witness and to the best of his knowledge the
Testatrix was at the time eighteen years of age or older, of sound mind and under no
constraint or undue influence. _
{SEAL)
Testatrix T
t.r'�t�i "i i (SEAL)
Witness
(SEAL)
` ness,
h .f SEAL
7fitness
Subscribed, sworn to and acknowledged before me by EVELYN G. WOLFE, the
Testatrix, and subscribed and sworn to me by
witnesses, thisRi th day of.4Au5f, 2008.
n
Notary Public COMMONN A 7 ��K�PNNSYLVAANA
uoiana�3eui
(SEAL), �r y �nsos,P otanl P�Hc
i Nar^;;��:;r.�A,Cumb�tand County
pyCcWrmissianExpirasJune21,2p11
Snen;bag Pennsylvania Association of Notaries '
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