HomeMy WebLinkAbout02-0681
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of k;d\Q,Li.~ t IJ..);,,1L,riSlf!IU No, 2\ - 0 ~
also known as / To:
Register of Wills for the
Deceased, County ofCMl1ili!Fl<!LAI\JD in
Social Security No, (18 ,- ..<.':2. - 8 'Ll. -::; Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s). who is/are 18 years of age or older an the executORS
in the last will of the abo~e pece~entn d.ated t41../1 ~ 2-9
and codicil(s) dated !1L~.;I.1 .I'itt. (I
,
the
namfd
. 19-=:tL
(state relevant circllmstances, e.g. renunciation, death of executor, etc.)
D<:i'endent was domiciled at death in c..~~ . County, Pennsylvania, with
last family r win' al sidence at. . ~{J,J ~A.c~ a-u.PM~_
Decertfnt, then I I
at ~-
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offeted 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:
years of age, died
(list street, number and muncipality) 0/2..D
>>3
, JIll: 200'l.-,
3-3, 0"0
,
$
$
$
$
the last will and codicil(s)
c.La.; administration d.b.n.c.La.)
theron.
~"'P
~
'"
J 3 C1li1&.Es E. S TMt'L XIl.
V"
iJ ~~QYP'
ro 1'701l-I"3o!l4 <t.
.
"
'"
Vi
:1Uiio...OJ.JriuJd
~~flf#j:$t~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF __~~ERlAND J
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 w~nd truly admin~e estate according to law.
Sworn to or affirmed and subscribed Ld.A a tJj . ,~ '"
before me this 29th dayof~.,1 Q ~ ~tJ...., 0"7 ~.
y. ( J1#I qa' 7: . <! ~
~
~
Il-l'a'-l
No. -02--
Estate of
RICHARD S WOLFlINEBER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JULY 29. 2002 19_, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated will 1-29-1991 ~ codicil 11-21-1996
described therein be admitted to probate and filed of record as the last will of
RICHARD S WOLFINGER
'l'ES'l'AMENl'ARY
and Letters
are hereby granted to
SANDRA W STRUBEE AND CHARLES E STRUBEL JR
codicil FEES 10.50
Probate, Letters, Etc. ",..,." $ 70.00
Short Certificates( ).,.""", $ 12.00
~~. ,J0:;+~, RW?p. $ 27.00
jcp 5.0 $ 5.00
TOTAL _ $ 127.50
7-29-2002
Filed pii:,.I<ec!' lip 'ny' exec' 7-'29'-2002'"
ATTORNEY (Sup. Ct. J.D, No,)
ADDRESS
PHONE
FIRST CODICIL
to
~ 1- O,;l- 0%'1
WILL
of
RICHARD S. WOLFINGER
I, RICHARD S. WOLFINGER, presently of Cumberland County, Pennsylvania,
declare this to be a First Codicil to my Will executed on January 21, 1991.
I. I hereby revoke the first sentence of Paragraph 11 of said Will (which appoints
Commonwealth National Bank as executor and trustee), and substitute in lieu
thereof the following sentence:
I appoint my daughter, Sandra W. Strubel, and my son-in-law, Charles
E. Strubel, Jr., as co-executors and trustees hereunder, and if either one
of them should ever be unable or unwilling so to serve, or to continue
so serving, as such, no successor shall be appointed to serve in his/her
place.
2. In all other respects, my said Will dated January 21, 1991, shall remain in full
force and effect.
IN WITNESS WHEREOF, I, RICHARD S. WOLFINGER, herewith set my hand to
this First Codicil to my last Will, typewritten on two (2) sheets of pap~~ncluding tlJ,e self-
proving attestation clause and signatures of witnesses, this ~ day of "v...e~.J-2==^-
1996.
Witnesses:
'1l-~~S'l}rR~SEAL)
pll RICHARD S. WOLFIN~ER
If) - i)ttFOt., !i'?pyt,l',?", ---
~"'~!;f~:;;:,,- KAREN S .~mORE
{..f" rb .;.~~ MY COMw'ls~.;or~) # CC 315756
~"~'",J: EXPIRES: (;:,.(,;mr4, 1997
":';f.ifr:.t~~f.l Bonded Thru Nct.:x~ i'llbllc UndelWl1ters
'J?A1du I ~./ residing at ~~ ~b.eS ~L.
- ,/, :J: LJ - F!.X If C (PS-f' - tJ7(} - J'Y - #3 - 6)
( . q," ;;d~~.;'!,4;"A/'. H.
,.
-
.s+Ci.-t..:. 0 -\ --=I- \Of'lc\CI....
COM'M01<f\VEAL'fH .oF YbNNSYLVANTA
: SS
COUNTY OF L e ~
. .on the d..L-. day of ~~~: ~Jl tx~. '~mt'b~-fr~el /tR~subscriber, a Notary
Public III and for the 6ffimnQ' H f Pel lsyl , resldlllg III the County of
1- f'-e , personally appeared the above named RICHARD S. WOLFINGER,
who in due form of law acknowledged the foregoing First Codicil to be his act and deed and
desired the same to be recorded as such.
Witness my hand and Notarial Seal the day and year aforesaid.
// ~
( .' // (,;J/5 ..' ....-
X /L-/"U~ ~4Y/
Notary u IC
'~""'~"''''''''.>''~-'''-
(-;:;;;-::i::.: ----- . !c~REN S. MOORE
f) ;:}'/,','r:.: <~~~: MY COMMISSION /I CC 315756
II :..'\,J:~~"/i-;' EXPIRES; October 4. 1997
<\~?)}!:~: n""l;!<!d TIinl NotaTY Public UnderMilefs
~:;~~.:;...
1-28-91 '
WILL
m:
C)I- a;l- ~~t
RICHARD S. WOLFINGER
I, RICHARD S. WOLFINGER, presently of Cumberland County,
pennsylvania, declare this to be my will and hereby revoke all
prior wills and codicils made by me.
1. Personal tv. I bequeath such items of my tangible
personal property as are specifically itemized on a list, if any,
in my handwriting, signed and dated by me at the end thereof, and
attach to this, my Will, to the person(s) named thereupon to
receive such items, and all of my remaining tangible personal
property not used in business or for the production of income,
including, without limitation, furniture, furnishings, clothing,
jewelry, objects of art and decoration, and the like, together
with the insurance thereon, I bequeath to my wife, Gwinnet S.
Wolfinger, if she survives me, and if my wife does not survive
me, I bequeath such property to my daughter, Sandra, and if she
does not survive me, equally among her children. If anyone of
Sandra's children does not survive me, his or her share shall be
distributed per stirpes among those of his or her issue who
survive me. If there are no such issue, said property shall go
to my other grandchildren, or if anyone of my other
grandchildren is not then living, shall be distributed per
stirpes among those of his or her issue who survive me. with
regard to the property passing hereunder, distribution, if among
my grandchildren, shall be made among them on the basis of
choices made in order determined by lot and by rotation, and
values as finally determined for Federal Estate Tax purposes
shall be determinative with regard to the values of the property
chosen, and any ultimate disparity among my grandchildren shall
be equalled by such payments among them as may be necessary. If
anyone of my grandchildren is not then living, the choices to
which he or she would have been entitled shall be made by his or
her issue in order determined by lot and by rotation. If at the
time of my death, neither my wife nor my daughter is living, and
if my daughter is not then survived by issue, I bequeath such
items of my tangible personal property to my brother, John W.
Wolfinger, and if he is not living, per stirpes to his issue.
2. Predecease Mother. If I predecease my mother, I direct
that at my mother's subsequent death, my vested interest and
share in the estate and trust of my father (of which Commonwealth
National Bank is the fiduciary) under my father's will of
March 11, 1947, and codicils thereto of December 18, 1947, and
November 7, 1952, shall be held in a separate trust by my Trustee
named hereunder for the benefit of my wife during her remaining
lifetime. The income of such separate trust shall be distributed
at least monthly to or for the benefit of my wife, and there
shall be paid from the principal of such separate trust such sums
for the benefit of my wife as in the discretion of my Trustee
seems proper for her support, maintenance and health care, taking
into account the other sources of income, support and estate that
are available to my wife. Upon the death of my wife, the assets
of such separate trust for her benefit shall be distributed per
stirpes to my then issue, and if any such issue has not attained
thirty (30) years of age, his or her share shall be held in a
separate trust for his or her benefit, pursuant to the provisions
of section 4 hereof. If there are no such issue, such assets
shall be distributed to my brother, John, or if he is not then
living, per stirpes to his issue.
3. Residue. If I predecease my mother, the residue of my
estate (which is not covered by Section 2 above), or, if I
survive my mother, all the residue of my property, of whatever
nature, and wherever situated, including property over which I
hold a power of appointment, I bequeath, devise and appoint to my
wife, and if my wife does not survive me, I bequeath, devise and
appoint such property per stirpes to my issue, and if any such
issue has not attained thirty (30) years of age, his or her share
shall be held in a separate trust for his or her benefit,
pursuant to the provisions of section 4 hereof. If there are no
such issue, such assets shall be distributed to my brother, John,
or if he is not then living, per stirpes to his issue.
4. Separate Trusts. The income and principal of a
separate trust (other than the separate trust for the benefit of
my wife under section 2 above) in which a share is held for a
beneficiary pursuant to the terms of sections 2 or 3 above shall
be distributed as follows:
(a) Income. The income shall be distributed at least
quarterly to or for the benefit of the beneficiary. No payment
shall be made under this Subsection 4(a) which would discharge to
any extent the legal obligation of any person for the support of
the beneficiary.
(b) Principal. My Trustee shall pay from the
principal such sums to or for the benefit of any or all of the
beneficiary and his or her issue as in the discretion of my
- 2 -
Trustee seems proper for their support, maintenance, health care,
and education, and such sums to or for the benefit of the
beneficiary as in the discretion of my Trustee seems proper to
help establish him or her in a business or profession or acquire
or furnish a home for him or her, taking into account the other
sources of income, support and estate that are available to the
distributee, the reasonably anticipated needs and resources of
the beneficiary and his or her issue, their income and estate tax
brackets, and the desirability of the transaction (if any). No
payment shall be made under this Subsection 4(b) which would
discharge to any extent the legal obligation of any person for
the support of the distributee.
(c) Distribution of Separate Trust.
(i) When such beneficiary shall have attained the
age of twenty-five (25) years, my Trustee shall distribute to him
or her at his or her written request one half (1/2) of the
remaining principal balance then held in his or her separate
trust; and when such beneficiary shall have attained the age of
thirty (30) years, my Trustee shall distribute to him or her at
his or her written request the entire balance then held in his or
her separate trust.
(ii) If such beneficiary should die before making
proper request for the entire balance in his or her separate
trust, then the entire balance in his or her separate trust shall
at his or her death be distributed, outright or in trust, in such
sums or proportions as such beneficiary may direct in his or her
last will, expressly referring to his or her separate trust
hereunder, but only among my issue; and to the extent that such
beneficiary shall fail to exercise effectively his or her limited
power of appointment hereunder, the aforementioned balance in his
or her separate trust shall then be distributed per stirpes to
his or her issue, or, if no such issue survive him or her, per
stirpes to the issue of his or her parent who was a child or more
remote descendant of the Settlor, or, if no such issue survive
him or her, per stirpes to the issue of his or her grandparent
who was a child or more remote descendant of mine or, if no such
issue survive him or her, per stirpes to my issue, with the share
of any of such issue for whom property is then held in or payable
to a separate trust under this section 4 being added to such
separate trust.
- 3 -
(d) Disposition Upon Application of Rule Aqainst
Perpetuities. Notwithstanding Subsection 4(C) above, if during
the lifetime of a person for whom a separate trust under this
section 4 was established the interest of such person therein
becomes void under the applicable rule against perpetuities, then
the balance in such separate trust shall then be distributed
outright to such person.
5. Survival. If any beneficiary should die within sixty
(60) days after me, he or she shall be deemed to have predeceased
me for all purposes of this will.
6. Spendthrift Clause. No interest (whether in income or
principal, whether or not a remainder interest, and whether
vested or contingent) of any beneficiary hereunder shall be
subject to anticipation, pledge, assignment, sale or transfer in
any manner, nor shall any beneficiary have power in any manner to
charge or encumber his or her said interest, nor shall the said
interest of any beneficiary be liable or subject in any manner
while in the possession of my fiduciaries for any liability of
such beneficiary, whether such liability arises from his or her
debts, contracts, torts, or other engagements of any type.
7. Facility of Payment for Minors or Incompetents. Any
amounts or assets which are payable or distributable to a minor
or incompetent hereunder may, at the discretion of my
fiduciaries, be paid or distributed to the parent or guardian of
such minor or incompetent, to the person with whom such minor or
incompetent resides, or directly to such minor or incompetent, or
may be applied for the use or benefit of such minor or
incompetent.
8. Powers. In addition to such other powers and duties as
may be granted elsewhere herein or which may be granted by law,
my fiduciaries hereunder shall have the following powers and
duties, without the necessity of notice to or consent of any
court:
(a) To retain all or any part of my property, real or
personal, in the form in which it may be held at the time of its
receipt, including any closely held business in which I haye an
interest and the stock of any corporate fiduciary hereunder, as
long as in the exercise of their discretion it may be advisable
so to do, notwithstanding that said property may not be of a
character authorized by law.
- 4 -
(b) To invest and reinvest any funds held hereunder in
any property, real or personal, including, but not by way of
limitation, bonds, preferred stocks, common stocks and other
securities of domestic or foreign corporations or investment
trusts, mortgages or mortgage participations, mutual funds with
or without sales or redemption charges, and common trust funds,
even though such property would not be considered appropriate or
legal for a fiduciary apart from this provision.
(c) To sell, convey, exchange, partition, give options
to buy or lease upon, or otherwise dispose of any property, real
or personal, at the time held by them, at public or private sale
or otherwise, for cash or other consideration or on credit, and
upon such terms and for such price as they may determine, and to
convey such property free of all trusts.
(d) To borrow money from any person, including any
fiduciary hereunder, for any purpose in connection with the
administration hereof, to execute promissory notes or other
obligations for amounts so borrowed, to secure the payments of
such amounts by mortgages or pledges of any property, real or
personal, which may be held hereunder.
(e) To make loans, secured or unsecured, in such
amounts, upon such terms, at such rates of interest, and to such
persons, firms, or corporations as they may deem advisable.
(f) To renew or extend the time for payment of any
obligation, secured or unsecured, payable to or by them as
fiduciaries, for as long a period or periods of time and on such
terms, as they may determine, and to adjust, settle, and
arbitrate claims or demands in favor of or against them.
(g) In dividing or distributing any property, real or
personal, included herein, to divide or distribute in cash, in
kind, or partly in cash and partly in kind.
(h) without limitation of powers elsewhere granted
therein, to hold, manage and develop any real estate which may be
held by them at any time, to mortgage any such property in such
amounts and on such terms as they may deem advisable, to lease
any such property for such term or terms and upon such conditions
and rentals as they may deem advisable, whether or not the term
of any such lease shall exceed the period permitted by law or the
- 5 -
probable period of retention under this instrument; to make
repairs, replacements and improvements, structural or otherwise,
in connection with any such property, to abandon any such
property which they may deem to be worthless or not of sufficient
value to warrant keeping or protecting, and to permit any such
property to be lost by tax sale or any other proceedings.
(i) To employ such brokers, banks, custodians,
investment counsel, attorneys, and other agents, and to delegate
to them such duties, rights and powers as they may determine, and
for such periods as they think fit.
(~) To register any securities at any time in their
own names, ~n their names as fiduciary, or in the names of
nominees, with or without indicating the trust character of the
securities so registered.
(k) with respect to any securities forming a part of
the trust, to vote upon any proposition or election at any
meeting of the corporation issuing such securities, and to grant
proxies, discretionary or otherwise, to vote at any such meeting;
to join or become a party to any reorganization, readjustment,
merger, voting trust, consolidation or exchange, and to deposit
any such securities with any committee, depository, trustee or
otherwise, and to payout of the assets held hereunder, any fees,
expenses and assessments incurred in connection therewith, to
exercise conversion, subscription or other rights, and to receive
or hold any new securities issued as a result of any such
reorganization, readjustment, merger, voting trust,
consolidation, exchange or exercise of conversion, subscription
or other rights and generally to take all action with respect to
any such securities as could be taken by the absolute owner
thereof.
(1) To engage in sales, leases, loans, and other
transactions with the estate of my wife or any trust established
by either of us, even if they are fiduciaries or beneficiaries
thereof.
(m) To exercise all elections which they may have with
respect to income, gift, estate, inheritance and other taxes,
including without limitation execution of joint income tax
returns, election to deduct expenses in computing one tax or
another, election to split gifts, and election to payor to defer
- 6 -
payment of any tax, in all events without their being bound to
require contribution from any other person.
(n) To operate, own, or develop any business or
property held hereunder in any form, including without limitation
sole proprietorship, limited or general partnership, corporation,
association, tenancy in common, condominium, or any other,
whether or not they have restricted or no management rights, as
they in their discretion think best.
9. Taxes. I direct that all estate, inheritance, and
succession taxes that may be assessed in consequence of my death,
of whatever nature and by whatever jurisdiction imposed, shall be
paid out of the principal of my probate estate to the same effect
as if said taxes were expenses of administration.
10. Gender. Unless the context indicates otherwise, any
use of either gender herein shall also include the other gender.
11. Fiduciaries. I appoint Commonwealth National Bank as
Executor and Trustee hereunder.
My fiduciary(s) hereunder shall serve as guardian(s) of the
property of any minor beneficiaries hereunder, under any
instrument of trust executed by me, under any policies of
insurance on my life, and in any other situation in which the
power to make such appointment exists under the laws of
pennsylvania.
No individual fiduciary shall be liable for the acts,
omissions or defaults of any agent appointed and retained with
due care or of any co-fiduciary.
IN WITNESS WHEREOF, I, RICHARD S. WOLFINGER, herewith set my
hand to this, my last Will, typewritten on nine (9) sheets of
paper including the self-provi~ a~~station clause and
signatures of witnesses, this - 1 ay Of~~ ' 1991.
~S"~&L(SEAL)
RICHARD S. ~ WoiFfNG~R
- 7 -
0~,~ A ~CLU-t-V
dfwO 1lJ1'(k:
residing at
~J{)A
rc}~ }JLQjI P/I
(~~ /1L
residing at
residing at
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF .d){lLJ xdz.,:,
,
SS:
I .RIG~D .S. WOLFINGER (the testat.or /?LC.J;(/{{( Ie yi tiC; ,
{aut; if. l'::9-!i<)i 'L/W.iZiz , , and ,- _J . (','" (the
witnesses), whose names are signed to the foregoing instrument,
being first duly sworn, each hereby declares to the undersigned
authority that the testator signed and executed the instrument as
his last will in the presence of the witnesses 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.
WITNESS
TESTATOR:
QJJj Pl~OI UA
~~s.~
RICHARD S. WOLFINGER
WITNESS:
WITNESS:
~A. cJdf!t)~
~o !!JtW-
- 8 -
subscribed, sworn to and
WOLFINGER, the. testator,
J. .J"
k c l. v' <-1.'--.
} > I l'"
of , 1991.
acknowledged before me by RICHARD s.
and subscrib~d ppd sworn before me by
(ltu/!-/ (r ~~J(JI /Intu, , a~
, the witnesses, this ..Jf7 1 day
/
I" .~7:7;c. j dJT{(t;.y~ j
Notary Public
(SEAL)
NOTARIAL SEAL
Judilh A. Nordstrom, Nal.1ry Public
Harrisburg, PA Dauphin County
My Commission Expires Sept. 21, 1993
- 9 -
-
-
I;j~i
~~
SAFE DEPOSIT BOX
INVENTORY
r
'-"::V.<l85 fX+ 11.921
COMMONWEALTH Of PENNSYLVANIA
DErAIlMENT Of If VENUE
1MMf.11lJ.Na 'fAX DIVISION
DEn. 210601
HAlRlS'URG.I'''' 11121-0601 Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX 1$ LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY COOl FI\.E NUMBER J SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
-Z / 0 7.- - oGE X - "2 Z - ~ 3 -z. ~
DECEDENT'S NAME IlAS , fiRST, MIDDLE) /J ATE OF DEATH
. " +,' r "I' 7 - '3 - 0<-
ADDRESS OF DECEDENT ( E
. ,
vi!..
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT
:AME) ~nJm .str.Je I
~":.I.il;;:~ ADORE$$) ,
'"2g ~ Or
NAME, ADDRESS AND R!LAnO IP (IF ANYI TO DECEDENT, OF PERSO
str.Jel ::rr
c
(aTY)
C1
lCIT':'1
: )
SI PR !NT AT THE BOX OPENING
("1_ (RELf'T10HSHIP) /
~N-If\-lalJ ~\Lec..
(CITY) .
I'ff
!$1A~
i:!lPCODf)
o. (NAME)/1 )
L-~C1'" e~
(STREET ADO~e :it-
.. IN~ "'~ro. -Q- ,..",be (
(STREET ADORESS)
(]ee H 7
c. (NAME)
r-:
~
7
ISTATE)
(I1P COM)
IRElATlONh
Dal,,&~r, ~\i~C
(5T"TE)
Ill' CODE)
(RELATIONSHIp)
(SlltEET ADDRESS)
(CITY)
(STATE)
IZIPCOOEI
NAME AND ADDRESS OF FINANCIAL INsnTUTlON WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME) .
(STATE) (ZIP CODE)
170//
o.
b. (NAME)
(STREET ADORESSI
(STREET ADDRESS)
(CITY)
(STATf)
(ZIP CODE) ICITY)
(ST"")
(ZIP CODE)
NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY
B, rl1Y\ W iJearY1. ~CA-
WAS A WILL IN THE BOX? DYES ~ If YO', G. Dot. 01 will,
b. Nome OM ~ of pencmal repreHntotiva, If nonwcIln the will
(NAME)
(STREET ADDRfSSI
ICITY)
(STATE)
IZIPCODEI
c. Name Gnd address of attorney, If GillY
(NAME)
{STREET ADDRESS}
(CITY)
(STATE)
(ZIPCOOEI
.
I
I
Page
I
I
af
SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
(1) Cash: Report total only.
(2) Stocks: Lisl in detail every cammon ar preferred certificote, warrant or ather rig his faund in bax. Stacks are
to be designated by name of company, certificate number, dote of certificate, nome in which stock is registered,
and number of shares and class of slack.
(3) Obligations of U. S. Govemment: Number of items, date af issue, face value, names in which registered
and Iype of awnership, i.e., joinlly held, payable on dealh, elc.
(4) Bonds: Designate by name, amounl, serial number, ar other designalian. (Bearer Bonds)
(5) Bonlc. and Savings and Loan Passbooks: Slale name of depositar, number of baak, last dale appearing in
book, name of bank and branch, and balance.
(6) Jewelry, Calns, Stamps, Manuscripts, etc: Lisl and describe as fully as passible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of Indebtedness: List and describe as
fully as possible.
111)- Ail ..the. ."nlent..
ITEM
NO.
nEM DESCRIPTION
I
"'e I <I
'Z
PRINT N
PRINT TITlE
NOTE:
PERSON RECEIVING COPY OF
SAFE DEPOSIT BOX INVENT
51, TUR vLcc..[)J^
II: ro~E AND CH CK APPROPR~ ,o~ BElOW: I
U4uJ..i.!.fr U), ,.)TTt:-U he l...-
C~C5 PROPRIATf BOX:
WExecutor(trilt) o Adminilfrotor{trix)
o Estate Represenlcfive 0 Joint owner of safe deposit box
Attach addItional 8%" x 11" sheet (5) If necessary or use duplicates of this page of form.
!1C!C}!<"--
R~crL1
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
w
...
::ll::~(f.I
,,"''''
w""
",00
,,"''''
..Ill
..
"
c:-
OFFICIAL USE ONLY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
__1~_:U~-1
FILE NUMBER
2. i - 0 2- ~.Q~~L
I-
Z
W
C
W
U
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
UJoLfJ-NG-C.IC
DATE OF BIRTH (MM-DD-YEAR)
0;;l.-01-
COUNTY CODE
YEAR
NUMBER
s-
/'1-31
SOCIAL SECURITY NUMBER
I q B -.1..;1.
~3;;L5
DATE OF DEATH (MM-DD-YEAR)
0-1 - "3- .;lOll 2-
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
W()LFJ:j\J~ <;';"W.I..IUNET S ,
~ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
D 4a. Future Interest Compromise (date a/death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copyofTrusl)
D 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (dale of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
I 8. Total Number of Safe Deposit Boxes
D 11 Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
d-8 EA-STG-ATE l),€.LVt
C-Am f H-x.L LI P.A.
110/1-1309
'0 OFFICIAL USE ONLY
01
01
Of
;;'~(PiOO I
i
tJl
() l____
...
Z
W
o
Z
o
..
<II
W
'"
'"
o
"
FIRM NAME (tfAppticable)
TELEPHONE NUMBER
-, n-lt03--Cf315
(8)
~ cJ. (,;;P! I . 5 0
, 0
11> ;2.~ " (r()
1, Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(11)
(12)
(13)
.$ .;2..&>9 I. 5D
~ d-J 'f')"5. 5 CJ
o
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
z
o
!cc
...J
~
l-
ii:
<(
u
w
D::
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property {Schedule F}
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule 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)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(14)
,.0_ (15)
'.0_ (16)
'.12 (17)
, 15 (18)
z
o
<
I-'
~
a..
::IE
o
u
~
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a}(1.2)
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
Decedent's Complete Address:
STREET ADDRESS
CITY
I..1S0N
E1J L( e:
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
ZIP
11011
Total Credits (A + 8 + C ) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Une 2 is greater than Une 1 + Une 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 Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
8. Enter the total of Une 5 + SA. This is the BALANCE DUE.
(SA)
(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:
a. retain the use or income of the property transferred;..... ..
b. retain the right to designate who shall use the property transferred or its income; ..
c. retain a reversionary interest; Dr... ................ ...... ..........
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non~probate property which
contains a beneficiary designation? . . ................. .................... ................ ................. .
Yes
o
o
.......0
o
.....0
o
No
1&1
QSl
IZI
~
1&1
~
.0 1&1
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
UrJder perJalties of perjury, I d&lare that) have examined lhis return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than Ihe personal representative is based on all information of which preparer has any knowledge.
UR F PERSON RESPO~SIBLE FOR FILlN RE
DATE
i2...200Z-
IIOIl-130
ADDRESS
DATE
l1ll~lII\llII\HHill!III\iIH?JIHllll\lll\IlII1l\li1lllllIlUl1llIlllllJlll_mlli!"'TI] 1~_JII11l1ll11_'IIIlII"H_ II l__._lII\
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 sUlviving spouse is 3%
[72 P.S. !l9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. !l9116 (a) (1.1) (ii)l.
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.
Far dates of death on or aner 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. !l9116(a)(1.2)).
The tax rate Imposed on the net vaiue of transfers to or for the use of the decedent's iineai beneficiaries is 4.5%, except as noted in 72 P.S. !l9116(1.2) [72 P.S. !l9116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. !l9116(a)(I.3)1. 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.
"',..".':"'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF ()
K:r(>Hfl.~D
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
5. WoLf~Ncr~.R.
FILE NUMBER
;ll-O~ - "dOcS i
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
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Q ,)kG tOO
C,OIJlK
TOTAL (Also enter on line 5, Recapitulation) $ ;;;L(j, 0 t D 0
(If more space is neeoed, insert additional sheets of the same size)
~'''''EX'':'''.
COMMONWEALTH OF PENNSYLVANIA
INHERl1ANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
R :rcJ.fN:D
<;"
woLF J:JJGEr<.
FILE NUMBER
c2/-c2. -o0b81
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
t
M If CA. 5:-.i-If:v<NfR F WU8<AL H-omE :IM::,
P,O, Box ,;lei I
1<103 f\"IMKET S--T,(.EET
Citmf H.:cLL) fA.
nOli
q ;1.; 510-7, t) 0
t
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) CJ\A1UfS E, ST~8c:'"L ~.
Social Secunty Number(s) I EIN Number of Persona] Representative(s) I ek - Lf~ - q S' 0 9
SlreelAddress Qj€l 5Y\STG-ATE D{Zxv E:
City (' MI. f ~b: LL-- Stale P A-, Zip J... ( <:> I I
B.
2.
3.
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
lip
4.
Probate Fees
(& J .).4-. 5 D
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ ~I t:,c'l J .. 5 C>
(If more space is needed, insert additional sheets of the same size)
.,,,,.,,.m.:..,,,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
R. I I "n 'r-
.re:. I I f iC-!.I
$,
LU oLF Z/llGf7C
FILE NUMBER .
;1./-62- 00108/
NUMBER
L
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
1.
G-WI.tJIJET $, u.JoLF.I.I\J6-€R
:;)..0 \6 D.:rcK:IiVSoN AII8-,)IJ...e
c...A ('{\ f f-\.::LL L) P A.
\"'10 II
W.I.FE
J b-() %
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRtBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
/?- '?f- ?
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOHANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES E STRUBEL JR
28 EASTGATE DR
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-28-2002
WOLFINGER
07-03-2002
21 02-0681
CUMBERLAND
101
'*
REV~1547 EX AFP (01-02)
RICHARD
S
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-";=i5'4TEX--"FiQiiFo2rNOTicn5F--ftiHERiTANCrTAin-PPRAisEHEN;':--"ii.-OWAi.fcniR"--_n_mmm_-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLFINGER RICHARD S FILE NO. 21 02-0681 ACN 101 DATE 10-28-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable {Schedule OJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
266.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern~ental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
2,691.50
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account~
sub~it the upper portion
of this form with your
tax payment.
266.00
;>.691 ~n
2,425.50-
.00
2,425.50-
NOTE:
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
If an assessment was issued previOUSly, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. A~ount of Line 14
16. A~ount of Line 14
17. A~ount of Line 14
18. A~ount of Line 14
19. Principal Tax Due
TAX CREDITS:
.OOXOO=
.00 X 045 =
.00X12=
.00 X 15 =
(19)=
at Spousal rate
taxable at Lineal/Class A rate
at Sibling rate
taxable at Collateral/Class B rate
(15)
(16)
(17)
(18)
.00
.00
.00
.00
.00
rAm<". l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
v
CERTIFICATION OF NOTICE UNDER RULE S.6(a)
NameofDecedent: Jxc..l::JMb '5; WoLF .J:.N6-EJe.
Date of Death:
.~u L'j
02-1- 02.-008/
3,2002-
.
Will No.
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration 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 .5..EJ TEMBEJ<. 5,2002..;
.
Name
Address
GW.L "-'NET OS. LUo L...fi..J~
(,AmP
l):Ic.i<II\JSO,u ALlev tA E
H:I.LL) p,4.
11011- 54),,5
~()IO
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date IntLLfAUJ JoDI ~ !tX/J.
,
sVah LL J. OJ.. fbudufL
Signature
cJ W <::::.)
Name illndfZA 0 ~+eubeL
Address ~~ fuStAJdL gJ)~,
C~Lf9Jul. L/ 6- 1101/
Telephone WlJ '7/;;3- C(3 '75'"
Capacity: L Personal Representative
_Counsel for personal representative
.
(2;
V
OK-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: R:r:c.HAR-b S. Luo LFI.AJ6-ER..
Date of Death: :;:J4Lt 3; d.-OO2-
Will No. d::J - 0 J. - (!) Co 8 I 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:
1. State whether administration of the estate is complete:
Yes >< No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. I f the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes)( No .
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 No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:~, ~Od- r;Ptlliiice{)J 2tuuuiL'
S~gnat.ure
&nd eLL ~) S+RU teL
Name (Please t9fe or print)
Adi~s e&;t~!j;EI~~{otl
(1/7) 7(P3-q3~~
Tel. No.
Capacity:
x
,
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
.
SbREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128~D6Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-28-2002
WOLFINGER
07-03-2002
21 02-0681
CUMBERLAND
101
CHARLES E STRUBEL JR
28 EASTGATE DR
CAMP HILL PA 17011
*'
II.E~~1'i41 EX UP Ul-Bll
RICHARD
S
Allount Remitted
I CHANGED
(11
(21
(31
(41
(51
(6J
\11
.00
.00
.00
.00
266.00
.00
.00
(81
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"y:iS'4YEx--Aiip--riil-:'-of!Y-tliiTicE--cirrNHERli'ANcn''AiD-ppRAIsEHEtl:r,--ALDiwANcE-oJi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLFINGER RICHARD S FILE NO. 21 02-0681 ACN 101 DATE 10-28-2002
TAX RETURN WAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental BBques~s; Non-elected 9113 Trusts (Schedule 4l
14. Net Value of Estate Subject to Tax
If an assessment was issued previouslY, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at Lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
(91
llOI
2,691.50
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this form with your
tax payment.
266.00
'7 ~91 ;0
2,425.50-
.00
2,425.50-
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
.00
(111
ll21
ll31
ll41
.00 X
.00 X
.00 X
.00 X
ll91=
TAl{ CREDIT!;:
DATE NUHBER "J AHOUNT PAID
INTEREST/PEN PAID (-I
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 01, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)