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Home My WebLink About02-0953 PETITION FOR PROBATE & GRANT OF LETTERS . deceased. No. 21-02- 'lS3 To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania Estate of MILTON J. WOLF also known as Social Security No. 199-14-1378 The Petition of the undersigned respectfully represents that: Your Petitioner, who is 18 years of age or older and the Executrix named in the Last Will of the above decedent dated September 19 . 1970, and codicils dated none . 19 ~ The Executor named Bettv J. Wolf died Mav 29. 1989 . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1243 Claremont Road. Middlesex Township. Carlisle Decedent, then 12- years of age, died Memorial Home. Carlisle. PA September 22 . 2002, at the Sarah Todd 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: Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in PA (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania, situated as follows: 1243 Claremont Road. Middlesex Township. Carlisle. Cumberland Countv $2.000.00 $ $ $55.000.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): ~d ihA/J1/A ~'~~//frv/)(L/{ Linda L. Warner nlkla Linda L. Towner 232 Marion Avenue Carlisle. PA 17013 717-258-1990 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND 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 representative of the above decedent, pelitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~n JA.- cY: UM~ before me this /. 1 raiay of Linda L. Warner. nlkJa October ~ 2002. cit ~ /7 ~ . "M d: r:X' 'I '</)1..1'./( ~~~\l~~~~ Linda L. Towner 'L O( _ _ r_ No. 21-02-QS3 Estate of MILTON T. WOLF, deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, October 24 , 2002, 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 SeDtember 1 g, 1970 described therein be admitted to probate and filed of record as the Last Will of Milton J. Wolf; and Letters Testamentarv are hereby granted to Linda L. Warner, now known as Linda L. Towner FEES Probate, Letters, Etc. . . . . . . . $ 115.00 Short Certificates(-2- ) . . . . $ 6.00 Renunciation(s) ..... . . . . . . $ JCP .' . . . . . . . . . . . . . . . . . . $ 5.00 Other .. .. $ TOTAL: .... $ 126.00 Filed. . . . .1.0.-: 2:4.-: 2 0.0.2. . . . . . . . . . . called atty 10-24-2002 60 West Pomfret St., Carlisle, PA 17013 ADDRESS 717-249-2353 PHONE Hj{)5il05 REV ')/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Oftlce for permanent tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~",,"IfUU~~~~ """"'1">1 n OF"" """"- lll\tlf~~\: I1 PEi,------:... ....=~-~.P.-" ~~ ."-' ."-- . ~~ ~ ~ -. " '~.e::-':, !~_-c-.-..- . \~1 ~C1 ~-: 1-" ~~II -'\T !::bo.~ \*\.'.. .',. .~i*~ > 4\----~. .~' ,~~ ~~./" '~!!4/fNl ~~ ~~""" """'''''UNUlIfIJI111f It.._t:\.~,,.~&-~ Local Registrar Fee for this certificate. $2.00 P 8608370 SEP 2 4 2002 Date Hl05.;,qRe<<.2JfI7 COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH .... .., .. ,.......E Of DECEDENT tF.... ...a... UooIJ ,. Milton J. Wolf AGEl"'llitll'<IIIl'I UNDEflIYEN\ - ",. 76 UNOEA1D1'lr .........~~ ". I.Male STIII"I~Ul<UMIUI SOCIAl..$tCUIllTYliUMlKA . 199 - 14 1378 OMl!Of'DEIlJr+,_. 0.,. '_I . Septent>er 22. 2002 ~I Cunt>er1and Carlisle Sarah Todd Memorial Home F'VoCI:Of'OEAI"H(C_......."... _........,..,.,....__ ~ OTHEA: ~O E~O ::::-11 ="0 ,~ .~lCIy...., $WlIor~."..",~ Dillsburg, PA ,. FAClUTYttAMe(llflOl_.gr.e_eelenr;l""",l*, COUNTYOl'PERM ~. IoW'IIW,SW .......... -"-'...~ -- 14. Widowed ............... 1lI____ DEel; NJ.SU AI.. IONO IlUSINSSIIN ~"'=':;:."dD~==r . 11 Lab:x'er n COnstruction DECEOEH'rfMAlUNGADOAESS~QyIbon,SUle.ZoCadel OlCI;DENrS 1243 Claremont Road :-NCE carlisle PA 17013 "".;:;;::- th.SIIIle '" - ~.. CUmberland ......., 11..o~-==::::... MOTHE".S NAME""....~. .....,..,SUONlM) II Nettie COOk T'S~A1XlfIUStSnM.CifIr/booI.~.z:c,~ 232 Marion Ave., Carlisle PA 17013 I'\,}CEOFOlSPOSlTIClH.......rJ~C..-y LOCR1l)N.Clly{boft......llPC:O' .-- rland Valley Mem. Grdn 11c.Dtl.............._if1 MiMl~A~Y ~ .. ,. MTHUl.S NJ,ME ~F.... /o6illdlO. LelIII , M'lton J. Wolf Sr. IN'OfIIoWcT"SNAME(f"f1lelPrinll Linda. Towner '" ,... ~~ ~O "--"'''-sw.O -.-... 2002 Carlisle PA 17013 " NAMEANDAOOAES&OF~ Hoffman-Roth Funeral Herre UCENSENUMllEA DAl'ESI(JHEO -...- IlN 191203-1. Sept. 22, 2002 W\.S AE~EA EDlOMl!DICALEXAAIlNEA#COIIIONER? .....0 ....I!J & ,- i=--= IDA- .s !'ARTII: 0INr~__--'101lIeelfI.1lIoII ...................~_.....""IW'lTL .. .. ~."""t: ~1he-'lnjurleeCII~w/Iic~~_...-".Oo""'''''''Ihe_rJ<f'I'inII,_.._.".........,..,...__or_f'''''. LiIIIonIf__...eeeII.... c If 1'i!)r.,ENP6" ,1/ 1'Jt.,,,,,,- l: OUETOlOA-'SACONSEOUENCEOF): I L{(.t,.A ~7<J A7t. o IHJJIr1L Ii: out:lOlOAASACONSEOUENCEOFl: WERE AU1OI'$Y r:INOlNGS .........."""'''' """'"""'''''''''" "''''''''' "'ANI<lEl'IOFDEATH ORt;OFI~AY l_o.,.~ TI\oIEOFltUUAY INJUAYlltWOfU(1 DESClll8EHOWIOiJUflYOCCUfWlED. CouId__deI~ o o o I'I.ACl!Of'lNJWIy.N._..........-.~_. M. buiIdlnO._.~ _. ..... 01*110 _0 ~I>> -- - -- llil o o - .....- 'MEOICAL DAMINl!AJeQAONI!II OI\~"".."~andlOl'IYWul.IplIOn.\ro""Dpll'lkln.d.etl'IOCC\/fTHI"lh'lIfl'l""'I...rMlpl'C<I."dv.I"",,C.u"('I.nd "'.M.....MlIII1C1............ .......................... ............ ....................... ". REOlSTIW'l.SSIONA.TURE l.;l.il hll \ ,nl 'OiJl -- CIlIn.Il!IlII~_""" -c:un..,...JlM'tIlClAlt"""-'~_ol___~I'IaI~dUIh.....ccmllllIed,..,.2:l1 .,.1he...."'''''~.___IO...~It_............_............................. ..............., ... "FI= =I"'e""QNfOCDTJI'YINQPlf\'SICIAN(~b<lIII;lO(JI"IQt,oI'IC<nIj__~\ll_<l-_) TI...._......,~,_Ih"""_....._.cIeM._p/ac.._tlue......~euH(II........._.._. M. REGISTER OF WILLS OF CUMIIRRT A1\ID COUNTY OATH OF SUBSCRIBING WITNESS ~1-O.;l-qS3 Roger B. Irwin ~ ~a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he W~~ present and saw Milton J. Wolf the testat or , sign the same and that h p signed as a witness at the request of testat or in h is presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 23rd day of ~~ Register <I.~ (Name) Pomfret St., Carlisle, PA 17013 rw n (Address) (Name) (Address) REGISTER OF WILLS OF r:TIM1IRRT.A1\ID COUNTY OATH OF NON-SUBSCRIBING WITNESS Oll' O~. 'tS.3 Linda L. Towner (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~hp 'Q familiar with the signature of Milton J. Wolf xMil will testator of (one of the subscribing witnesses to) the that she presented herewith and codicil believes the signature on the will is in the handwriting of to the best of Milton J. Wolf her knowledge and belief. ~/~ ot~ inda L. Towner (Name) - 232 Marion Aven., Carlisle, PA 17013 Sworn to or affirmed and subscribed before me this 23rd day of October ~002 ~Q' J.fVl~ ~A~'."O~ 'RegIster (Address) (Name) (Address) 21-02-953 Ltlt _ill anb ~mtnt I, MILTON J. WOLF, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testamen 1. I authorize and empower my executrix to sell any realty owne hereby expressly revoking all wills and codicils heretofore made by me at my death, at either public or private sale~ and to give good and sufficient deeds therefor, in fee simple, as I could do if living. My executrix is authorized and empowered to continue to engage in any business in which I may be engaged at my death, for a period of one year after my death. 2. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Betty J. Wolf, providing she shall survive me by sixty days. 3. Should the gift in Paragraph No.2 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint Betty J. Wolf to be the executrix of this my last will and testament; she is to serve as such without ond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I ominate and appoint Linda L. Warner as substitute executrix, also to serve as such without bond, with the same powers as are given herein to my executrix. 5. I hereby direct my executrix to retain the services of Irwin, Irwin & Irwin, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day of September, 1970. 711~ no:t:- MILTON i! WOL Signed, sealed, published and declared by Milton J. Wolf, the testator above named, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the pres- enoe or each ~he~Ubeoribed ourjJ::;i2~. (SEAL) J... CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MILTON J. WOLF Date of Death: SEPTEMBER 22. 2002 Estate No.: 21-02-0953 To the Register: I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 9. 2002 Name Address Linda L. Towner Ronald E. Wolf Kathv A. Hackworth 232 Marion Avenue. Carlisle. P A 17013 101 Yellow Bird Drive. Indiana. PA 15701 4273 State Route 235 South. Ouincv. OH 43343 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: 12/09/02 I;J l3.dL Signature IRWIN, McKNIGHT & HUGHES Name Rmrer B. Irwin. Esauire Address 60 West Pomfret Street Carlisle. PA l70I3 Telephone (717) 249-2353 Capacity: Personal Representative x Counsel for Personal Representative COMMONWEALTH Of PENNSYLVANIA DEPARTMENT Of REVENUE BUREAU Of INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN MCKNIGHT & HUGHES 60 WEST POMFRET STREET CARLISLE, PA 17013 ---un-fold ESTATE INFORMATION: SSN: 199-14-1378 FILE NUMBER: 2102-0953 DECEDENT NAME: WOLF Mil TON J DATE OF PAYMENT: 12/20/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/22/2002 NO. CD 001975 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,500.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: IRWIN MCKNIGHT & HUGHES CHECK# 19257 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $1,500.00 DONNA M. OTTO DEPUTY REGISTER OF WillS OFFICIAL USE ONLY REV-1500 EX +(6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T C o M P T U A T X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 1"'7-9&; - G FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME: (LAST, FIRST, AND MIDDLE INITIAL) Wolf Milton J. DATE OF DEATH (MM-DD~YEAR) 21-02-0953 DATE OF BIRTH (MM-DO-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 199-14-1378 THIS RETURN MUST BE FilED IN DUPUCATE WlTH THE NUMBER 09 22 2002 06/05/1926 IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST,AND MIOOl INITIAL REGISTER OF WILLS SOCIAL SECURI Y NU BER X 1. Original Return 4. Limited Estate 6. Decedent Died Testate 3. date of death . Remamder Return prior to 12~ 13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (Attach copy of Will) o 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 010. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A) (date of decth between '2-3'.91 and 1-1-95) (Attach Sch 0) THIS SECTION MUST BE COMPI-EYED. All- CORRESPONDENCE &. COtIFIDeNTIAt, TAX.INFORMATIONSI<<)IJLlnIE DIl'lECTED TO:' ; NAME COMPLETE MAILING ADDRESS Ro er B. Irwin Es . FIRM NAME (It Applicable) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 R E C A P I T U L A T I o N 249- 353 Real Estate (Schedule A) Slocks and Bonds (Schedule B) Closely Held Corporation. Partnership or Sole-Proprietorship 4. Mortg~ges & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule tl '(10) 11. Tolal Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 rninus line 11) 13. Charitable a~d GOVf!'~mttrtt~l Bequests/See 9113 Trusts for which an election to tax has not been made (Sched"~ J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 57,836.87 (11) 21,060.05 (12) 36,776.82 (13) (14) 36,776.82 (1) (2) (3) 50,000.00 None None OFFICIAL USE ONLY (4) (5) None 6,500.87 (6) 1,336.00 None 16,296.15 4,763.90 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 11. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 36,776.82 x X X X o 0 .045 .12 .15 (15) (16) (17) (18) (19) 0.00 1,654.96 0.00 0.00 1,654.96 Copyright (c) 2000 form software only The Lackner Group, Inc. FormREV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1243 Claremont Road CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: t. Tax Due (Page 1 Line 19) 2. CreditslPayrnents A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,654.96 1,500.00 78.95 Total Credits (A + 8 + C) (2) 1,578.95 3. Interest/Penalty if applicable D. Interest E. Penalty Totallnterest/Pena~y ( 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 10 requesl a refund (4) 5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due, (SA) B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B) MakeCheck Payable, '0: REGISTER OF WILLS, AGENT 'PLEASE'~~SWER'YHEFOITOWING'QUESYio~'B~"pt..ic'iNG'..iN "X" :)~:f~&i,~~~i~8~:~,~f~'i~t~~~~' 1. Did decedent make a transfer and: Yes No a. retain the use or income ~f the property transferred; ~ ~xxx b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. d. receive the promise for life of either payments, benefits or care? . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 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? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 76.01 0.00 76.01 o o o IT] IT] IT] Under penalties of perjury, I declare that I have examined this return, including accompanying schBdules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATUREOF PERSON RESPONSI8LE FOR FILING RETURN Linda L. Towner 232 Marion Avenue ----------------------------------------------------- Carlisle, PA 17013 IRWIN McKNIGHT & HUGHES 60 West Pomfret Street ----------------------------------------------------- Carlisle, PA 17013 DATE ,140 } IVE DATE ifbfpJ For dates of death 0 or er 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 2 P.S. 9116 (a) (1.1) (i)l 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. 9116 (a) (1.1) (ii)]. 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. 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"1", except as noted in 72 P.S. 9116(1.2) [72 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% [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 blood or adoption. Copyright(c) 2000 form software only The Lad:ner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- ~-.s02 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA. INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Milton J. Wolf SS# 199-14-1378 09/22/2002 21-02-0953 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 01 the relevant facts. Real property which is jointly-owned with riGht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 1243 Claremont Road, Carlisle, Middlesex Township - Cumberland 50,000.00 County SCHEDULE A REAL ESTATE . . TOTAL (Also enter on line 1, Recapitulatiol'l) S 50,000.00 (If more space is needed, insert additional sheets of the same size) Copyright(c) 1996 form software only CPSystems, Inc. Form REV-1S02 ex (Rev. 1-97) REV~ 1i08 EX t (1~97) COMMONWEA.l TH OF PENNSYLVANIA INHERITANCETA:X RETURN RESIDENT DECEDENT ESTATE OF Mil ton J. Wolf SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSff 199-14-1378 09/22/2002 FILE NUMBER 21-02-0953 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 NUMBER DESCRIPTION OF DEATH 1 Cash on hand 200.00 2 1996 Ford Taurus GL 3,500.00 3 Coin collection 1,105.87 4 Miscellaneous personal property 1,695.00 TOTAL (Also enter on line 5, Recapitulation) $ 6,500.87 (If more space is needed, insert additional sheets of the same size) COpYright (cl 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev_ 1-97) REV-1.')09 EX t (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mil ton J. Wolf SCHEDULE F JOINTL V-OWNED PROPERTY SSlf 199-14-1378 09/22/2002 FILE NUMBER 21-02-0953 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME Linda L. Towner ADDRESS RELATIONSHIP TO DECEDENT daughter 232 Marion Avenue Carlisle, FA 17013 B. c. JOINTLY-OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 02/09/99 Waypoint Bank, checking 2,216.54 50.00% 1,108.27 account 2 A 02/10/99 Waypoint Bank, savings 455.46 50.00% 227.73 account TOTAL (Also enter on line 6, Recapitulation) $ 1,336.00 (It more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) REV-1Ci11 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Milton J. Wolf Debts of decedent must be reported on Schedule I. ITEM NUMBER A. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip B. 2. 3. SSif 199-14-1378 FILE NUMBER 21-02-0953 09/22/2002 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Cumberland Valley Memorial Garden 300.00 2 Hoffman-Roth Funeral Home 5,109.90 3 Honeybaked Ham Co. 115.27 4 Walmart, luncheon supplies 164.69 Year(s) Commission Paid: Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption: (If decedent's address \s not the same as claimant's, attach explanation) Claimant Street Address 2,500.00 City Relationship of Claimant to Decedent State Zip 4. Register of Wills 126.00 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate notice publication 75.00 2 D&D Septic 130.00 3 1,383.10 Grubb Moving & Storage Inc. 4 Middlesex Township, permit fee 5.00 5 Register of Wills - filing fee 25.00 6 Roy D. Gottshall Auctioneer, appraisal fee 45.00 Total of Continuation Schedule(s) 6,317.19 TOTAL (Also enter on line 9, Recapitulation) $ 16,296.15 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX {Rev. 1-97) Estate of: Milton J. Wolf Soc Sec #: 199-14-1378 Date of Death: 09/22/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item {/ Description Amount 7 Settlement charges 5,618.50 8 SW Barrett Real Estate, appraisal fee 250.00 9 The Sentinel - Legal - estate notice publication 98.69 10 WSI-Harrisburg Hauling - trash removal 350.00 6,317.19 AEV-15-12 EX + (1-97) COMMONWEAl1'H Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Milton J. Wolf SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS1f 199-14-1378 09/22/2002 FILE NUMBER 21-02-0953 Include unreimbursed medical expenses. ITEM NUMBER 1 Allfirst, vehicle loan DESCRIPTION AMOUNT 810.27 2 AT&T Universal Card 99.90 3 Department of Veteran Affairs 84.00 4 Penn Power & Light Co. 42.59 5 Sprint Telephone 6.33 6 Verizon Wireless 12.01 7 Waypoint Bank, home equity line of credit 3,670.11 8 York Waste Disposal 38.69 TOTAL (Also enter on line 10, Recapitulation) $ 4,763.90 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems,lne, Form REV-1512 EX (Rev. 1-97\ REV-l~13 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TIV< RETURN RESIDENT DECEDENT ESTATE OF Milton J. Wolf SS# 199-14-1378 09/22/2002 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and tfansfersunder Sec. g116(a)(1.'2)] Kathy Ann Hackworth 4273 State Route 235 South Quincy, OH 43343 1 2 Linda Towner 232 Marion Avenue Carlisle, PA 17013 3 Ronald E. Wolf 101 Yellow Bird Drive Indiana, PA 15701 . RELATIONSHIP TO DECEDENT Do Not List T,uslee{s) Daughter Daughter Son FILE NUMBER 21-02-0953 AMOUNT OR SHARE OF ESTATE 1/3 remainder 1/3 remainder 1/3 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITA8LE AND GOVERNMENTAL DISTRIBUTIONS 0.00 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) Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-1513 EX (Rev. 9-00) ---. Lutt _ill anb ~t5tattltnt I, MILTON J. WOLF, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testamen hereby expressly revoking all wills and codicils heretofore made by me 1. I authorize and empower my executrix to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. My executrix is authorized and empowered to continue to engage in any business in which I may be engaged at my death, for a period of one year after my death. 2. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Betty J. Wolf, providing she shall survive me by sixty days. 3. Should the gift in Paragraph No. 2 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4. I nominate and appoint Betty J. Wolf to be the executrix of this my last will and testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Linda L. Warner as substitute executrix, also to serve as such without bond, with the same powers as are given herein to my executrix. 5. I hereby direct my executrix to retain the services of Irwin, Irwin & Irwin, as attorneys in the settlement of my estate. IN vnnmss ,WHEREOF, I have hereunto set my hand and seal this (Q'"l day of September, 1970. , /1'.r- i\/I//..4" /1;.A-e1'-~i" J'l V ,i /! MILTON V WOLFi Signed, sealed, published and declared by Milton J. Wolf, the testator above named, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the pres- ence :;z~each ::~e:~;~~ubscribed our n m;; la~~wii,:~J~,~~,~~~~' (SEAL) 0 BN . 25 2.0265 ,r A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2.DFmHA 3.DCONV. UN INS. 4.oVA 5.DCONV.INS. 6: FILE NUMBER: 17. LOAN NUMBER: SETTLEMENT STATEMENT 1115.24 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POCr were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3/" (1 1 15-24HENCHPFO/1115.24/14 ) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Scott S. Hench Estate of Milton J. Woll, Jr. , 251 Sheaffer Road 1243 Claremont Road Carlisle, PA 17013 Carlisle. PA 17013 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 26-0007758 I. SETTLEMENT Di>.TE: 1243 Claremont Road Hanft & Knight, P.C. Carlisle, PA 17013 December 30. 2002 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 19 Brookwood Avenue, Suite 106 Carlisle, PA 17013-9142 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SElLER: 101. Contract Sales Price 50,000.00 401. Contract Sales Price 50,000.00 102. Personal Prooertv 402. Personal Prooertv 103. Settlement Charaes to Borrower (Line 1400) 905.00 403, 104. 404. 105, 405. Adiustments For /terns Paid Bv Seller in advance Ad1ustmenfs For Items Paid Bv SeUer in advance 106. CountvfTw Taxes 12/31/02 to 01/01/03 0.41 406. CountvfTwo Taxes 12/31/02 to 01/01/03 0.41 107. School Taxes 12/31/02 to 07101/03 241,10 407. School Taxes 12/31102 to 07101103 241.10 108. Assessments 10 408. Assessments to 109. 409. 110. 410. 111, 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 51,146.51 420. GROSS AMOUNT DUE TO SELLER 50.241.51 200. AMOUNTS PAtD BY OR IN BEHALF OF BORROWER: 500, REDUCTtONS tN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 5,000.00 501. Excess Deoosit (See Instructions) 202. Princioal Amount of New Loan/s1 502. Settlement Charoes to Seller (Line 1400) 3,518.50 203. Existioa \oao(s\ taken subject to 503. Exislina loan(s) taken subiect to 204. 504. Payoff of first Mortgage to Waypoint BankJl0706406 3,558.50 205. 505. PavoH of second Mortaaae 205, 506. 207. 507. IDeoosit dish. as oroceeds) 208. Seller Contribution for Seatie 2,100.00 508. Seller Contribution for Seatie 2,100.00 209. 509. Adjustments For Items UnoaJd Bv Seiler Adjustments For Items UnoaJd Bv Seller 210. Countv/TwD Taxes to 510. Coun\vrfwo Taxes to 211. School Taxes to 511. School Taxes to 212. Assessments to 512. Assessments to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219, 519. 220. TOTAL PAID BY/FOR BORROWER 7,100,00 520. TOTAL REDUCTION AMOUNT DUE SELLER 9,177.00 300, CASH AT SETTLEMENT FROMfTO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower lLine 1201 51,146.51 601. Gross Amount Due To Seller (Line 4201' 50,241.51 302. Less Amount Paid By/For Borrower (Line 220) ( 7,100.00) 602. Less Reductions Due Seller (Line 520) ( 9,177.00 303. CASH ( X FROM) ( TO) BORROWER 44,046.51 603. CASH ( X TO){ FROM) SELLER 41,064.51 M o o ~ The undersigned hereby acknowledge receipt af a completed cop f pages 1&2 of this statement & any attachments referred to herein. ~ //> -'P'~ seller~~ ~~ Estate of Milton J. Wolf, Jr. L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ 50,000.00 @l 6.0000 % 3,000.00 PAID FROM PAID FROM Division of Commission line 700 as Follows: BORROWER'S SELLER'S 701. $ 1,525.00 to B~H Agency FUNDS AT FUNDS AT 702. $ 1,475.00 to Century 21 Piscioneri Realty, tnc. SETTLEMENT SETTLEMENT 703, Commission Paid at Settlement 3,000.00 704. to BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN 601. Loan Orinination Fee % te 802. Loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. lender's Inspection Fee te 806. Mort a e Ins. Ann. Fee to 807. Assumption Fee te B08. 809. . 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to @ $ Iday ( days %) 902. Mort a e Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 vears to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance $ per 1002. Mortaaoe Insurance $ per 1003. Countvffwo Taxes $ per 1004. School Taxes (1j) $ per 1005. Assessments @ $ per 1006. rii> $ per 1007. @ $ per 1008. Ann;"~ate Ad;ustment rii> $ ner 1100. TITLE CHARGES 1101. Abstract or Title Search to Tri-Countv 116.50 1102. Settlement or Closina Fee to 1103. Document Prenaration to Irwin, McKniQht & Hughes POC 1104. Attornev's Fee to Hanft & Knioht, P.C. 250.00 1105. Document Preoaration to 1106. Notarv Fees to 1107. Title Binder Fee to -7/ncludes above item numbers: J 1108. Title Insurance to . Irncludes abovo Item numbers: ) 1109. Lender's Coverage $ 1110. Owner's Coverage $ 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ ; Releases $ 38.50 1202. CitvlCountv Tax/Stamps: Deed 500.00' Mortoaae 500.00 1203. Stale Tax/Slamps: Revenue Slam os 500.00; Mortoaoe 500.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. SUlve"- to 1302. Pest Insnection to 1303. Tax Certification to Nancv R. Sheiblev 3.00 1304. Sentic lnsnection Pecks Septic Service 1305. Overnight to Waypoint to Hanft & Knight, P.C. 15.50 1400. TOTAL SETTLEMENT CHARGES (Enter on lines 103, Section J and 502, Section K) 905.00 3,518.50 B,,,,";",pa,, 1 ,fth;"."m.m. Ih. ,i,,,,,,,, """'"'''' "'''plot, "mpl.",,,,, "p". 2 ,fth"two pa,' ",,,mAN '~()J'r;!_-fJ Hanft g: Knighl, P.C. ~ PilQP2 Certified to be a true copy. Se.ttlement Agent (1115.2-4/1115.24/14) I I f~( ('~ ~ ~ ~ ~ r-~~ClZ- 4- M~ cJ-f- J?J.d ~Y\ f/~!v-l?.. -If).r~d~'t,...,~--.. I - $..e.>{ 1 J 0 tp I :~.x --t <!i u ~ "'4. '"-!a , _ 1-$4 ~ hrt~ C~y 7G)Y-~ 1- fV~ ZO(?J Sf/v"'-\.. ~... (. ... 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WE'LL GET YOU THERE. ~[~~~W[~ GCT - 5 l002 10/04/2002 IRWIN MCKNIGHT & HUGHES 60 W POMFRET ST CARLISLE P A 17013 IRWIN, McKN\GH1 & HUGHES The information which you requested on the account(s) of MIL TON WOLF (Social Security Number 199-14-1378) is/are as follows: 1760007385 SAVINGS 02/10/99 455.25 .21 455.46 1700032403 CHECKING 02/09/99 22]6.47 .07 2216.54 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership JTO Name of Joint LINDA Owner, if any TOWNER Date Ownership 02/09/99 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established <l.dditional nfonnation lequested no LINDA TOWNER 02/10/99 Ji~;rG SENIOR SERVICES REP. NIA 17105-1711 P.O BoX 1711. HARRISBURG. PENNSYLVA 15 4500 . WWW.waypointbank.com Toll Free 1_866-WAVPOINT (1_866-929-7646)' IN YORK AREA 717/8 - . !l allfirst October 28, 2002 Allfirst Fina.ncial Center N.iL po. Box 900 Millsbow, DE 19966 Phone (302) 934.2916 Fax (302) 934.2955 Irwin, McKnight & Hughes Attn: Roger B, Irwin, Esq, West Pomfret Professional Building 60 West Pomfret Street Carlisle, P A 17013-3222 ~~~~uw~~ NOV 2 2002 Re: Estate of Milton J. Wolf. Jr. Social Securitv No.: 199-14-1378 Date of Death: Sevtember 22, 2002 IRWIN, McKNIGHT & HUGHES Dear Mr. Irwin: In response to your request, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following accounts. L Type of Account Vehicle Loan Account Number /9985492900/ Ownership (Names oj) MillonJ. Wolf Jr. Opening Date 01/26/98 Original Loan Amount $/2,202.90 Balance on Date of Death $ 806.08 Interest $ 4.19 Total $ 810.27 This letter does not include any accounts in which the deceased may have been listed as Power of Attorney. Custodian afUniform Transfers. Representalive Payee. or Trustee under a Written Agreement. For further account information, closures and/or reimbursement of funds refer to listed branch: Carlisle West Branch at 812 Y, West High Street, Carlisle, P A 17013, Telephone, 717-240-6717. Sincerely, / }Zah~aB Natasha Waters, Associate I (302) 934-2916 Inventory of the real and personal estate of MIL TON J. WOLF deceased 1. 1243 Claremont Road, Carlisle, Middlesex Township, Cumberland County. 50,000 00 2. Cash on Hand. . . . 200 00 3. 1996 Ford Taurus GL 3,500 00 4. Coin Collection . . 1,105 87 5. Miscellaneous Personal Property 1,695 00 TOTAL. . . . . . . . . . . . . . . . 56.500 87 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'I J 55: Linda L. Towner being duly sworn according to law, deposes and says of the Estate of that she Milton is the Executrix J. Wolf late of _Mi~dle"e",_ T().wn~M,p_ ____n_ ___ Cumberland County, Pa., deceased and that the within is an inventory made by Linda L. Towner, the said Executrix of the entire estate of said decedent, consisting of all the personal 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. Sworn before me, Jt h?c1~ Y~M.Vl Linda L. Towner, Executrix 232 Marion Avenue Notarial Seal ueline L. Drawbaugh, No bUe Carlisle Boro. Cumberland Count)' My Commission Expires A"" 14, 2003 Merollar, Pennsylvantu AWlt'aNOri OfNolatill8 Date of Death 22 Day Carlisle, PA 17013 Addr.ss 09 2002 Month Y..n INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assels. 3. Additional sheels may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. "" '" >- .,.., .. <lI '" .... w ..c: ~ H G ~ "" .... '" .. 'M '" W -<( ... ~ .. ;:l ::> "' c.. .... o-l u " ::c '" 0 V> 0 0 " '" 0 0 w w ~ <-< C '" '" ... "" .. " '"" I l- I c.. c.. c N .... ....I LL. M .. ~ <-< 0 Z LL. ....I -<( 0 ..., <lI c.. " 0 ::c I I w 0 -<( w '" .;.. .,..,:1:: C!l .-< > "" Z <lI ,,-<( >-< N Ii z 0 ..... - H S2 Z 0 <-< 'd c >-< C " V> Z o-l 'd 0 U .; "" >-< 'M U ::<: z I w -<( ::<: ::<: .... '" c.. "" c H Z .. - -.: <Il >-< I 0 ~ I .. .D 0 " E "" .>< "" >-< - .. 0 .. " 0 I .... U u: ... , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOlVlOUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 __~n___ fold ESTATE INFORMATION: SSN: 199-14-1378 FILE NUMBER: 2102-0953 DECEDENT NAME: WOLF MILTON J DATE OF PAYMENT: 01/16/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/22/2002 NO. CD 002052 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $76.01 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROGER B IRWIN ESQUIRE CHECK# 19351 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $76.01 DONNA M. OTTO DEPUTY REGISTER OF WILLS /-?-?6'- b 'v BUREAU DF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 171Z8~D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE DF INHERITANCE TAX APPRAISEIlEHT, ALLOWANCE DR DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT DF TAX ROGER B IRWIN ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY, ACN 03-10-2003 WOLF 09-22-2002 21 02-0953 CUMBERLAND 101 Amount Relli tted '*' lE"-1.547UI.R'tll-OS) MIL TON J 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 ~ iii!ii=is'4-j-EX-AFP-fiiFo3rNCiriciniriiiHEifiTANCE-YAX-APPRAiSEKEN'r,--ALLOwANCE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WOLF MIL TON J FILE NO. 21 02-0953 ACN 101 DATE 03-10-2003 TAX RETURN WAS: I X I ACCEPTED AS FILED 1 CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Estate (Schedule A) Z. Stocks _ Bonds ISchedule BI 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable [Schedule DJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule El 6. ~ointly Owned Property (Schedule F) 7. Transfers (Schedule S) 8. Total Assets III IZI 131 I'll 151 IiI 171 50.000.00 .00 .00 .00 6.500.87 1.336.00 .00 IBI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. ~t Value of Tax R.turn 13~ Chari~abl./Gov.rn..ntal Bequests; Non-elected 9113 Trusts (Schedule ~) 14. Net Value of Estate Subject to Tax I~ an assess_ent was issued previously, lines 14, 15 and/or 16, 17, 18 and reflect ~igures that include the total af ALL returns assessed to date. ASSESSMENT OF TAX: 15. AltOUnt of Line 14 at Spousal rate (IS) 16. A~unt of Line 14 taxable at Lineal/Class A rate (16) 17. Aaount of Line 14 at Sibling rete 1171 18. Anount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Du. CT. 191 1101 NOTE: T DATE 12-20-2002 01-16-2003 + INTEREST/PEN PAID I-I 78.95 .00 IlUIIBER CD001975 CD002052 16,296.15 4.763.90 Ill} I1Z1 1131 1141 .00 X 36,776.82 X .00 X .00 X AllDUNT PAID 1,500.00 76.01 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN DF ADDITIONAL INTEREST. 00 = 045 = 12 = 15 = 1191= NOTE: To insure proper credit to your account, sub.it the upper portion of this form with your tax payment. 57,836.87 ?1 060 05 36,776 . 82 .00 36,776.82 19 will .00 1,654.96 .00 .00 1,654.96 1,654.96 .00 .00 .00 I IF TDTAL DUE IS LESS THAN $1, NO PAYHEHT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR!, YDU /tAY BE DUE A REFUND. SEE REVERSE SIDE Of THIS FORM FnD TW~TDI~?~ , ,; 00 f-.. STATUS REPORT UNDER RULE 6.12 Name of Decedent: MILTON J. WOLF Date of Death: September 22. 2002 No. 21-02-0953 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: -L Yes _ No 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 X 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? X Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 4/18/03 . . ~ c4... "7 'if /'-. . Signatllre IRWIN, McKNIGHT & HUGHES Roger B. Irwin. ESQuire Name (please type or print) 60 West Pomfret Street Address Carlisle. PA 17013 City, State, Zip (717) 249-2353 Telephone Number X Personal Representative Counsel for Personal Representative Capacity: