HomeMy WebLinkAbout04-06-15 rwf. Pennsylvania
1505618403
DEPARTMENT OF REVE
=X(03-14)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 14 0684
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
07 04 2014 01 10 1931
Decedent's Last Name Suffix Decedent's First Name MI
WOLF THEETTA P
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
❑X 1. Original Return 2. Supplemental Return 3. Remainder Return(date of death
prior to 12-13-82)
❑ 4. Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
❑X 7. Decedent Died Testate 8. Decedent Maintained a Living Trust 0 9. Total.Number of Safe Deposit Boxes
(Attach copy of will) (Attach copy of trust.)
El10. Litigation Proceeds Received El 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts
(Schedule F and G Assets Only)
El13. Business Assets El 14. Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
WM D SCHRACK III ESQ 717 432 9733
First Line of Address
124 W HARRISBURG STREET
Second Line of Address
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c ::,o frit r
City or Post Office State ZIP Code O
DILLSBURG PA 170191268
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i�W . M CT) C2
Correspondent's email address: schracklaw(cDcomcast.net ''`
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REGISTER OE�)N 'fS U4EbNLY,:�: 'TI
REGISTER OF WILLS USE ONLY w O )
DATE FILED MMDDYYYYco
`Ta
DATE FILED STAMP
Side 1
I IIIIII VIII Iilll II II VIII VIII VIII VIII VIII II II I II III
L 1505618403 1505618403 J
J 1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Wolf, Theetta P.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 140 ,200 - 00
2. Stocks and Bonds(Schedule B)............................................................................. 2. 3-,257 - 77
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages and Notes Receivable(Schedule D).................................................... 4.
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 10 ,363 - 57
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested............ 7. 241l93 - 82
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 17 8 -,015 - 16
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 24 -, 410 - 48
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 3-,197 - 87
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 27 -,608 - 35
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 150 -,406 - 81
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. 150 -1406 - 81
TAX CALCULATION-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. 0 . 00
r 16. Amount of Line 14 taxable
at lineal rate X .045 0 . 00 16. 0 . 00
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 150 ,406 - 81 18. 22 ,561 - 02
19. TAX DUE................................................................................................................ 19. 22,561 . 02
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury,I declare I have examined this 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 the person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIGNATURE`F,PERSON RESPONSIBLE OR FI ING RETURN Ronald E.Wolf A3 /
e��W ti
ADDRESS
1635 W. Lisburn Road, Mechanicsburg, PA 17055
SIGNATUR F P P R OT RT REPRESENTATIVE Wm. D. Schrack III Esq. o
ADDRESS
124 W. Harrisburg Street, Dillsburg, PA 17019-1268
111111111111111111111 III1111111111111111111 III11111111 Side 2
1505618411 1505618411
REV-1500 EX Page 3 File Number 21-14-0684
Decedent's Complete Address:
DECEDENT'S NAME
Wolf, Theetta P.
STREETADDRESS
1640 W. Lisburn Road
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 22,561.02
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
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) 22,561.02
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;............................................................................... ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income;.................................. x
c. retain a reversionary interest;or............................................................................................................... x
d. receive the promise for life of either payments,benefits or care?............................................................ x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ 0
3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
containsa beneficiary designation?.................................................................................................................. 0 ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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)(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 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 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 21 years of age or younger at death to or for the use of a natural parent,an
adoptive parent,or a step-parent 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(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 blood or adoption.
Rev-1502 EX+(12-12)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolf, Theetta P. 21-14-0684
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 that 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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Single-family two bedroom residence occupied by decedent at the time of her death on a 140,200.00
0.62 acre lot known and municipally numbered as 1640 West Lisburn Road,Mechanicsburg,
Monroe Township,Cumberland County, Pennsylvania (PIN 22-26-0227-020-see
Assessment Notice)
TOTAL(Also enter on Line 1, Recapitulation) 140,200.00
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev. 12-12)
Rev-1503 EX+(08-12)
SCHEDULED
Pennsylvania STOCKS & BONDS
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolf, Theetta P. —J 21-14-0684
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Proceeds of redemption of 41 shares of Prudential Financial 3,257.77
Inc.common stock
TOTAL(Also enter on Line 2, Recapitulation) 3,257.77
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.08-12)
Rev-1508 EX+(08-12)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Wolf,Theetta P. 21-14-0684
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 M&T Bank checking account#733512 5,087.87
2 Members 1st Federal Credit Union-investment savings account#326411-05 125.64
3 Members 1st Federal Credit Union-regular savings account#326411-00 128.01
4 Net proceeds of Public Sale of contents 4,861.75
5 Cumberland Goodwill Fire&Rescue-payments returned to decedent's estate 160.30
TOTAL(Also enter on Line 5,Recapitulation) 10,363.57
(if more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group,Inc, Form PA-1500 Schedule E(Rev.08-12)
Rev-1510 EX+(08-09)
SCHEDULE G
Pennsylvania INTER-VIVOS TRANSFERS AND
INHERITANCE TAAXXRETURN
DEPARTMENT MISC. NON-PROBATE PROPERTY
ET
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Wolf, Theetta P. 21-14-0684
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF E NAMERANSFFERTRANSATTTACH THEIR COPY OF RELATIONSHIP
DEIED FOR REAL ESTATEDENT E. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1 John Hancock Venture III Annuity-account#2693953 1,709.49 1,709.49
owned by Theetta P.Wolf
2 John Hancock Venture III Annuity-account#2693959 22,484.33 22,484.33
owned by Theetta P.Wolf
TOTAL(Also enter on Line 7, Recapitulation) 24,193.82
(If more space is needed,additional pages of the same size)
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09)
REV-1511 Ex+(08.13)
a pennsylvania SCHEDULE H
DEPARTMENTOF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Wolf,Theetta P. 21-14-0684
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 6,838.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Ronald E.Wolf
Street Address 1635 W. Lisburn Road
City Mechanicsburg State PA zip 17055
Year(s)Commission Paid 2015 7,800.00
2. Attorney's Fees Wm. D. Schrack III Esq. 5,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State ZiD
Relationship of Claimant to Decedent
4. Probate Fees 358.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 4,413.98
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 24,410.48
Copyright(c)2013 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.08-13)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wolf, Theetta P. 21-14-0684
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Hoffman-Roth Funeral Home 3.718.00
2 Westminster Cemetery LLC -grave marker/opening and closing grave 3,120.00
H-A 6,838.00
Other Administrative Costs
3 Advance Septic Service-portapotty for Public Sale 111.30
4 Carlisle Sentinel -estate advertisement 75.00
5 Check charge by bank 15.74
6 Cumberland Law Journal-estate advertisement 75.00
7 Mary A. Murray,Tax Collector 1.309.34
8 Miscellaneous expenses during period of administration 25.00
9 Monroe Township Sewer Authority-bills during period of administration 981.00
10 Other bank fees for stale dated and returned items 87.56
11 Register of Wills-additional Short Certificates 20.00
12 Register of Wills-Inheritance Tax Return filing fee 15.00
13, Reserve for future administrative expenses 200.00
14 Rick Foreman Auctioneer-costs of public sale 1,450.00
i
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Wolf, Theetta P. 21-14-0684
ITEM
NUMBER DESCRIPTION AMOUNT
15 Ronald Wolf-reimbursement for battery for tractor for Public Sale 49.04
1-1-137 4,413.98
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev,6-98)
Rev-1512 EX+(12.12)
SCHEDULE 1
QiJ pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF
MORTGAGE LIABILITIES AND LIENS
RET
INHERITANCE TAXAXRETURRNN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolf, Theetta P. 21-14-0684
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Members 1st Federal Credit Union-VISA credit card account#4672900000108555 3.197.87
I
TOTAL(Also enter on Line 10, Recapitulation) 3,197.87
(If more space is needed,additional pages of the same size)
Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev..12-12)
REV-1513 EX+(01-10)
ey pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolf,Theetta P. 21-14-0684
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
PERSON(S)RECEIVING PROPERTY o0 Not List u tees (Words) ($$$)
ITAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
1 Sherry Bittinger Niece 5,000.00
1519 Kathryn Street
New Cumberland, PA 17070
2 Russell Mell Friend 33.3%of John
328 W. Old York Road Hancock
Carlisle, PA 17015 #2693959
3 Terry Ohrum Nephew 33.3%of John
750 Range End Road Hancock
Dillsburg, PA 17019 #2693959
4 William E. Ohrum Nephew Parcel#22-26
328 West Old York Road -0227-022&50%
Carlisle, PA 17015 of John Hancock
#2693953
5 Ronald E.Wolf Nephew 50%of John
1635 W. Lisburn Rd. Hancock
Mechanicsburg, PA 17055 #2693953
Total 5,000.00
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)
I s ill aub Zmfm rd
OF
THEETTA P. WOLF
BE IT REMEMBERED, that L THEETTA P.WOLF, an unremarried widow, presently
of 1640 West Lisburn Road, Mechanicsburg, Monroe Township, Cumberland County,
Pennsylvania,being of sound mind,memory,and understanding,do make,publish,and declare
this as and for my Last Will and Testament,hereby revoking and making null and void any and
all Wills and Testaments and writings in the nature thereof by me at any time heretofore made.
ITEM 1: 1 direct that my hereinafter named Executor pay all my just debts, my
funeral expenses, and the expenses of the administration of my estate. With this direction, I
authorize and empower my Executor to expend for my funeral expenses and interment such
amounts as may be considered necessary and proper, without regard to any limit that may be
prescribed by a court of law.
ITEM 2: 1 direct my Executor to pay all inheritance, estate, succession, and legacy
taxes of whatsoever nature and kind,to which my estate or the transfer of any property passing
hereunder or otherwise passing by reason of my demise,may be subject and to charge such taxes
against my residuary estate,it being my intention that none of the aforesaid taxes,either federal
or.state,on any property required to be included in my gross estate,under the provisions of any
state or federal law now in force or hereafter enacted, shall be prorated among the persons
interested in my estate to whom such property is or may be transferred or to whom any benefit
accrues.
J �
ITEM 3: I give, devise and bequeath my residence property known and
municipally numbered as 1640 West Lisburn Road, Mechanicsburg, Pennsylvania, unto my
nephew, WILLIAM E. OHRUM.
ITEM 4: I give and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00)
unto my niece, SHERRY BITTINGER.
ITEM 5: I direct that all the rest, residue,and remainder of my estate be divided
into four (4) equal shares, to be distributed as follows:
A. One (1) share of the residue of my estate unto the HERSHEY MEDICAL
CENTER, to be used in the Cancer Research Program.
B. One(1)share of the residue of my estate unto HOSPICE OF SOUTH CENTRAL
PENNSYLVANIA;
C. One (1) share of the residue of my estate unto the RED CROSS OF
CUMBERLAND COUNTY; and
D. One (1) share of the residue of my estate unto GRACE UNITED METHODIST
CHURCH, Carlisle, Pennsylvania.
ITEM 6: I nominate, constitute, and appoint my nephew, RONALD E. WOLF, to
serve as Executor of this my Last Will and Testament. In the event that he is unwilling or
unable to serve, I then appoint my nephew, WILLIAM E. OHRUM, as alternate Executor of
this my Last Will and Testament.
Page-2-
ITEM 7: I direct that my hereinbefore named Executor shall not be required to give
bond for the faithful performance of duties in this or any jurisdiction.
WITNESS WHEREOF, I have hereunto set my hand and seal this day of
2010.
A
THEETTA P. WOLF
The preceding instrument, consisting of this and two (2) other typewritten pages, was
on the day and date thereof signed, sealed, published, and declared by the Testatrix herein
named,as and for her Last Will and Testament,in the presence of us,who,at her request,in her
presence and in the presence of each other, have subscribed our names as witnesses hereto.
OF
OF
Page-3-
s
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF YORK
;)We,2TEEITMTA P. OLF,
and Nat -Jl�,l�(iYi�'l the Testatrix and the
witnesses,respectively,whose names are signed to the attached or foregoing instrument,being
first duly sworn, do hereby declare to the undersigned authority that the 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 purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses, and
that to the best of their knowledge, the Testatrix was at the time eighteen (18) years of age or
older, of sound mind, and under no constraint or undue influence.
TM. W L
SWORN TO AND SUBSCRIBED
BEFORE CHIS DAY
2010.
i
OF
OTA P LIC
4
COMMONWEAL' H OF PENNSYLVANIA
Notarial Seal
Janet S.Gore,Notary Public
®iilsburg Boro,Yogic County
My Commission Expires Oct 25,2010—
Member,
5,2010Member,Pennsylvania Association of Notaries
Full Report
B
W �A :a
District 22 Owner Name WOLF,FORREST N&THEETTA P
Parcel_ID 22260227020 Mail Addr 126 W HARRISBURG STREET
Property Addr 1640 W LISBURN RD Mail Addr2 DILLSBURG PA 17019
City State Zip PA Subdivision
Owner Display FORREST N&THEETTA P WOLF House Number 1640
Last Sale Date Year Built 1964
Last Sale Price
Property Owner Information
Plat Image Property Type R RESIDENTIAL BUILDING
Care of Name Land Use Code 101 RESIDENTIAL 1 FAMILY
School District 4 Land Description LAND
Neigborhood 2200 Lot Condo Unit ID
Census Tract 117 Latitude -77.076463
Census Blk Grp 1 Longitude -40.176817
Assessment Values
Land Value $55,900.00 Building Value $84,300.00
Total Value $140,200.00 Clean And Green
Transfer(Sale) History
Building Characteristics
Year Built 1964 Deeded Acres 0.62
Eff Year Built 1964 Stories 1
Living Area SF 982 Dwelling Type DETACH
Living Area Factor 74.21 Sewer Type SEPTIC
Living Area Total. 72874 Road Type PAVED
Limiting Factors Water Source WELL
1Y1& BGSL1k
499 Mitchell Road,Millsboro.DE 19966 Records Management
Phone 888-502-4349
F as (302)934-2955
August 14,2014
Law Office Of
Wm. D. Schrack III
124 West Harrisburg Street
Dillsburg, PA 17019-2368
Re: Estate of Theetta P. Wolf
Social Security:
Date of Death: July 05, 2014
Dear Sir or Madam:
Per your inquiry on August 08,2014,please be advised that at the time of death,the above-named decedent had
on deposit with this bank the following:
]. Type of Account. Checking Account
Account Number 733512
Ownership(Names oJ) William E. Ohrum(POA)
Ronald E. Wolf(POA)
Theetta P. Wolf
Opening Date 0910111967
Balance on Date of Death $ 5,087.87
4
Accrued Interest $ .00
................................................................ ..................................._..........
Total $5,08787
For any additional information on the above accounts,including ownership and any changes,closures and/or reimbursement of funds,
please call the High Street Carlisle at 717-2404536.
We were unable to locate any safe deposit box for the above-mentioned decedent.
This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,Custodian of Uniform Transfers,
Representative Payee,or Trustee under a Written Agreement
Sincerely,
Valarie Mercer
Adjustment Services
NV
MEMBERS 1St
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 326411-00
Date Account Established 03/27/2008
Principal Balance at Date of Death $128.01
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $128.01
Name of Joint Owner None
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 326411-05
Date Account Established 03/27/2008
Principal Balance at Date of Death $125.64 v
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $125.64
Name of Joint Owner None
VISA CREDIT CARD ACCOUNT
Account Number 4672900000108555
Date Account Established 04/08/2008
Balance at Date of Death $3197.87
Joint Cardholder None
MEMBERS 1ST FEDERAL CREDIT UNION
J.
Tessa L Klugh
Lending Insurance Support Specialist
August 18, 2014
Estate of: THEEATTA P WOLF
Date of Death: 07/04/2014
Social Security Number: 186-24-8605
5000 Louise Drive • P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 www.memberslst.org
Venture 0 111
Quarterly Statement
Issued by John Hancock Life Insurance Company(U.S.A.)
For the period of April 01 -June 30, 2014
Your Financial Representative:
Craig A Nissley
Prepared For: p
004455 SH NAS2P005 Invest Financial Corporation
THEETTA P WOLF 1166 Walnut Bottom Rd
1640 W LISBURN ROAD Carlisle PA 17015
MECHANICSBURG PA 17055
For Questions about your Contract:
1-800-344-1029
www.jhannuities.com
Your Account Activity Summary Your Account Information
Year to Date Since Inception Account Number: 2693953
Owner: Theetta P Wolf '"
Value as of December 31,2013 $1,662.15 Annuitant: Theetta P Wolf
Total Premiums $0.00 $14,528.00 Plan Type: IRA
Total Withdrawals $0.00 $14,034.57 Inception Date: 05/23/2008
Change in Value $47.34
11 1 27204 � , $ k;709`+g` Optional Riders Selected
"' �" � �' • Income Plus for Life
Surrender Value as of June 30,2014": $1,708.35
Death Benefit Value as of June 30,2014: $1,708.35
Current Benefit Base $1,817.38
"Amount payable upon total withdrawal calculated as Closing Balance,
less surrender charges and outstanding loan balance if applicable.
J
Your Investment Allocation
You are invested in the Lifestyle Conservative MVP Portfolio.
Lifestyle allocations are updated thirty days after the end of z
the month. For the most up-to-date allocation information, N
please visit our website listed above. x
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uii4«k:, 8/o Aggressive Growth W y
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,,yyo 4/o Growth
8% Growth 8!Income y
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79% Income
1% Other
100% Total Value
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John Hancock Annuities Service Center
P.O.Box 55444,Boston,MA 02205-5444
Produced on: 06/30/2014 Account#2693953 Page 1 of 3
Venture 0 111
• Quarterly Statement
Issued by John Hancock Life Insurance Company(U.S.A.)
For the period of April 01 -June 30, 2014
Your Financial Representative:
Craig A Nissley
Prepared For:
0044511 SH NAS2P005 Invest Financial Corporation
THEETTA P WOLF 1166 Walnut Bottom Rd
1640 W LISBURN ROAD Carlisle PA 17015
MECHANICSBURG PA 17055
For Questions about your Contract:
1-800-344-1029
www.jhannuities.com
Your Account Acti Ki Summary Your Account Information
Year to Date Since Inception Account Number: 2693959
Owner: Theetta P Wolf
Value as of December 31,2013 $34,848.84 Annuitant: Theetta P Wolf
Total Premiums $0.00 $108,345,00 Plan Type: Non-Qualified
Total Withdrawals $13,000.00 $100,122.28 Inception Date: 05/23/2008
Change in Value $635.49
Optional Riders Selected
lig 31'i * Income Plus for Life
Surrender Value as of June 30, 2014*: $22,461.99
Death Benefit Value as of June 30,2014: $22,461.99
Current Benefit Base $22,357.54
*Amount payable upon total withdrawal calculated as Closing Balance,
less surrender charges and outstanding loan balance if applicable.
Your Investment Allocation
You are invested in'the Lifestyle Conservative MVP Portfolio.
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Lifestyle allocations are updated thirty days after the end of :>
the month. For the most up-to-date allocation information,
please visit our website listed above, §
8%Aggressive Growth
3
4% Growth
8% Growth&Income
79% Income
1% Other
100% Total Value
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John Hancock Annuities Service Center
P.O.Box 55444,Boston,MA 02205-5444
Produced on: 06/3012014 Account#2693959 Page 1 of Z
LAW OFFICE OF
'Wm, D. SCHc RACK III
124 WEST HARRISBURG STREET
DII,LSBURG, PA 17019-1268
rreieptlonc 7.17-432-9733 ell�ail:
Telefax 717-432-1053 Schlaclela�� ci cotncast_tlet
April 1, 2015
Registerol'Wills
Cumberland County Court.House
1 Courillouse Square
Carlisle, PA '17013-3387
Re: Estate of Theetta P. Wolf
DJD: July 4, 2014
File #: 21-14-0684
Dear Register:
You,will find enclosed herewith twocomplete copies of the REV-1500 form filed on behalf
of,the. Execut.ors of the;above-noted estatc. This submission is accompanied a copy of the front page
odic. Ret.urn,.Please Accept the Return as filed, and return the time-stamped of the copy oftlre front
page of the Return, to me in the envelope provided..
Because of d ic illiquidity,and the insolvency d4atexist:ed because of specific bequests and 111t:er
vivos transfers by annuiucs, there is no tax payment remitted with this return. -
'hhank you jbr your attention to alis request..
Slnccrely,
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D. Schrack III
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