HomeMy WebLinkAbout04-15-15 . .
� 1505614134
EX(03-14)(FI)
REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
Po Box 2soso� INHERITANCE TAX RETURN 2 1 1 4 1 1 2 5
Harrisburq PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 1 1 1 2 0 1 4 0 3 0 3 1 9 5 7
DecedenYs Last Name Suffix Decedent's First Name MI
WOLFGANG SANDRA B
(If Applicable)Enter Surviving Spouse's Infortnation Below
Spouse's Last Name Suffix Spouse's First Name MI
L I N C O L N E R I C B
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O 1.Original Return � 2.Supplemental Return � 3. Remainder Return(date of death
Prior to 12-13-82)
� 4.Agriculture Exemption � 5.Future Interest Compromise(date of � 6.Federal Estate Tax Return Required
(date of death on or after 7-1-2012) death after 12-12-82)
� 7. Decedent Died Testate � 8.Decedent Maintained a Living Trust _ 9.Total Number of Safe Deposit Boxes
(Attach copy of will.) (Attach copy of trust.)
� 10.Litigation Proceeds Received � 11. Non-Probate Transferee Return � 12.Deferral/Election of Spousal Trusts
(Schedule F and G Assets only)
❑ 13. Business Assets ❑ 14.Spouse is Sole Beneficiary
(No trust involved)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
R MARK THOMAS 71 7 796 21 00
First Line of Address
1 0 1 S O U T H M A R K E T S T R E E T
Second Line of Address
City or Post O�ce State ZIP Code
M E C H A N I C S BU R G PA 1 7 0 5 5
�-...�
CorrespondenYs e-mail address: RMARKTHOMAS _GMAIL.COM `�' � �
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R `I�R OF WIIZ'S�USEG�fNLj�
� �
REGISTER OF WILLS USE ONLY �� � C'> � � �
DATE FILED MMDDYYYY �a �.r � � �`� �
�_- �r. f`�'1 C.f'1 _;� e7
G� ;, ' ..� �'?
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'�Dl,�FILED�MP � �
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PLEASE USE ORIGINAL FORM ONLY
Side 1
I II'I�I IIIII'llll IIIII IIIII'llll IIIII IIIII II'I'II'll�III I'll
� 1505614134 1505614134 �
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1 1505614234
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REV-1500 EX(FI) DecedenYs Social Security Number
DecedenYSName: SANDRA B. WOLFGANG
RECAPITULATION
1. Real Estate(Schedule A) 1 3 6 � � � , � �
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2�
4 3 8 6 1 , 5 8
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. 3 1 6 9 rJ . � 7
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 2 5 0 1 � � 2 $
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 1 4 � 6 � � 3 $
(Schedule G) � Separate Billing Requested . . . . . . . 7.
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 2 5 � 7 2 9 , 4 1
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9� 2 7 6 0 6 . � $
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 7 6 8 9 7 . 4 6
��. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. � 0 4 5 0 3 . 5 4
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 � 4 6 2 2 'rJ . $ 7
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. � 4 6 2 2 'rJ . $ 7
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(�.2>x.o _ 1 4 6 2 2 5 . 8 7 15. O . 0 0
16. Amount of Line 14 taxable
at lineal rate X.0_ � • � O 16. O • � �
17. Amount of Line 14 taxable
at sibling rate X.12 � . � 0 17. � . � 0
18. Amount of Line 14 taxable
at collateral rate X.15 � • � � �g � • � �
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � . � �
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑
Under penalties of perjury,I deciare 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 knowiedge.
SIGNA E ERSO SPONSIBLE FOR FILING RETURN ATE
� 8 /�
AD RES
4 LEN X COURT MECHANICSBURG PA 17050
SIG REP ER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DATE
L 8' pZQ�c.�
ADDRESS
101 S. MARKET STREET MECHANICSBURG PA 17055
I IIIIII II'll IIIII'll�l IIIII III'I(I�II IIIII(I'I'IIIII IIII IIII Side 2
� 1505614234 1505614234 �
REV-1500 EX (FI) Page 3 File Number
Decedent's Complete Address: 2� 14 1125
DECEDENTS NAME
SANDRA B. WOLFGANG _—_
STREET ADDRESS
4 LENOX COURT ______
--�—--.
CITY I STATE ZIP
MECHANICSBURG PA 17050
Tax Payments and Credits:
�. Tax Due(Page 2,Line 19) (1) 0.00
2. CreditslPayments
A.Prior Payments
B.Discount
(See instructions.) Total Credits(A+g) (2) 0.00
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT.
Fiil in oval on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00
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. retaintheuseorincomeofthepropertytransferred ......................•...............•..••••••••••..."'°.'.'..... ❑ ❑
b. retain the right to designate who shall use the property transferred or its income ............................... X
c. retain a reversionary interest ..................................................................................................... ❑ 0
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ �
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ X❑
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
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.
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[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jan. 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 suroiving 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 decedenrs 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 decedenYs 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)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
SANDRA B. WOLFGANG 21 14 1125
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 jointiy-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been soltl.
ITEM Include a copy of the deed showing decedenPs interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. 4 LENOX COURT 136,000.00
MECHANICSBURG, PA 17055
APPRAISAL- DENNIS STOVER, PA CERTIFIED RESIDENTIAL APPRAISER
TOTAL(Also enter on Line 1,Recapitulation.) $ 136 000.00
If more space is needed,use additional sheets of paper of the same size.
REV-1503 EX+(8-12)
pennsylvania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SANDRA B. WOLFGANG 21 14 1125
All property jointly owned with right of survivorship must be disclosed on Schedule F.
�TEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. GREAT WEST FINANCIAL- ID 3374390 PLAN 98978-01 43,861.58
PO BOX 173765
DENVER, CO 80217
TOTAL(Also enter on Line 2,Recapitulation) $ 43 861.58
If more space is needed,insert additional sheets of the same size
REV-1508 EX+(08-12)
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHERITANCE TAX RETURN
RESIDENTDECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
SANDRA B. WOLFGANG 21 14 1125
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 2008 BMW 3 SERIES-SEDAN 11,477.00
64503 MILEAGE
2 PERSONAL PROPERTY-APPRAISAL-CHUCK BRICKER-AUCTIONEER 820.00
3 FINAL PAYCHECK- PA Commonwealth 10,615.44
4 EDWARD JONES ACCT# 751-98073-1-2 IRA ROTH 782.73
5 REFUND- BUHRIG FUNERAL HOME 8,000.00
METLIFE PAID TOWARD FUNERAL
TOTAL(Also enter on Line 5,Recapitulation) $ 31 695.17
If more space is needed,use additional sheets of paper of the same size.
REV-1509 EX+(01-10)
pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
SANDRA B. WOLFGANG 21 14 1125
If an asset was made jointly owned within one year of the decedenYs date of death,it must be reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. ERIC B. LINCOLN 4 LENOX COURT SPOUSE
MECHANICSBURG, PA 17050
a.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 7/28/14 PSECU CHECKING ACCOUNT 3638772778231 15,972.00 50. 7,986.00
CHECKING INCLUDES INTEREST .42
2 A 7/28/14 PSECU CHECKING ACCOUNT 3638772778231 34,050.56 50. 17,025.28
SAVINGS ACCOUNT- INCLUDES INTEREST 1.54
TOTAL(Also enter on Line 6,Recapitulation) S 25 011.28
If more space is needed,use additional sheets of paper of the same size.
REV-1510 EX+(08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SANDRA B. WOLFGANG 21 14 1125
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.
DESCRIPTION OF PROPERTY
ITEM INCLUDETHE NAME OF THE TRANSFEREE,THEIR RELATIONSHIPTO DECEDENT AND DATE OF DEATH °Io OF DECD�S EXCLUSION TAXABLE
NUMBER THEDATEOFTRANSFER.ATfACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST (IFAPPLICABLE) VALUE
1. PLANNED FUTURES- IRA 1012815600 3,759.66 100.00 3,759.66
2. PLANNED FUTURES- IRA E0888299 10,401.72 100.00 10,401.72
0.00
TOTAL (Also enter on Line 7,Recapitulation) $ 14 161.38
If more space is needed,use additional sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvania SCHEDULE H
DEPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETAXRETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SANDRA B. WOLFGANG 21 14 1125
DecedenYs debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MYERS BUHRIG FUNERAL HOME-37 EAST MAIN STREET, MECHANICSBURG,PA 14,927.27
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. AttomeyFees: R. MARKTHOMAS, ESQUIRE 11,097.49
3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 370.50
5 Accountant Fees:
6. Tax Retum Preparer Fees:
7. PUBLISH -CUMBERLAND LAW JOURNAL 75.00
8. PUBLISH- PATRIOT NEWS 223.86
9 BRICKER -ESTIMATE- HOUSEHOLD 80.00
10. REAL ESTATE APPRAISAL 375.00
11. FILING FEE 12/3/14 15.00
12 LANDEX DOCUMENTS TO OBTAIN DEED 9.25
13 ADDITIONAL SHORT CERTIFICATES 20.00
14. PPL-3 MONTHS 346.96
15. AMERICAN WATER-2 QTRS 65.75
TOTAL(Also enter on Line 9,Recapitulation) $ 27 606.08
If more space is needed,use additional sheets of paper of the same size.
REV-1512 EX+(12-12)
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INHERITANCETAXRETURN MORTGAGE LIABILITIES�LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
SANDRA B. WOLFGANG 21 14 1125
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. MORTGAGE- AS OF 11-11-2014 LENDOR-QUICKEN LOANS 76,811.46
2 MEDICAL BILLS- HOLY SPIRIT HOSPITAL 86.00
TOTAL(Also enter on Line 10,Recapitulation) $ 76 897.46
If more space is needed,insert additional sheets of the same size.
.
REV-1513 EX+(01-10) .
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
SANDRA B. WOLFGANG 21 14 1125
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).]
1. ERIC B. LINCOLN Spousal 100.00
4 LENOX COURT
MECHANICSBURG, PA 17050
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. a
If more space is needed,use additional sheets of paper of the same size.
����` WILI, AND 7C' ' � AlY�EN�'
OF SAllT�RA �. WOI..,� .A►.1�G
I, Sandra B. Wolfgang, Social Security Number, 159-4�-616� of Mechanicsburg,
Pennsylvania, County of Cumberland declare this to be my Last Will and Testament,
hereby revoking all prior Wills and Codicils.
FiRST: I direct that the expense of my funeral be reimbursed out of my estate. I further
direct that it is my desire to be cremated with a viewing suvsequent to my cremation and
the ultimate disposition of my ashses shall be determined by my Domestic Partner, Eric
B. Lincoln.
SECOND: All my personal effects, clothing, furniture, furnishings,jewelry, automobiles,
other tangible personal property of every kind, and insui-ance thereon, I give to my
Domestic Partner, Eric B. Lincoln. If my boyfriend shall fail to survive me then all of
my personal effects shall inure to my Sister, Ruth EIlen Bly�tone.
THIRD: I give the remainder of my estate to my Domestic I'artner, E�c �. Linc.oJ,n. -�� ��
-°', ;.; _> t-;
If my boyfriend shall fail to survive me then all of my personal effects sha�l-i�iur� to`my ' ;_;
�- �, .
Sister, Ruth ElIen Blystone. �f� `;
-:_-�
ADOIPTED AND AFTIER��Rl� �'EF���:�5 � r..� - : ;�
� �-� ',. �:,
c�� -;,
]FOURT�I: This will shal] �-ot be modified by the birth to or adaption by me of any� -;hild
under the age of 18 years, but references herein to my "childrerl" or "issue" shall include
any such child. In the construction of any device oz- bequest llerein to any person or
persons described by relationship to me or to another, any person adopted when under the
age of 18 years, whether adopted before or afier my death shall be considered the "child"
and "issue" of his adopting parent or parents.
1
ARTICLE �. APPOINT�VIENT OF EX�Cli�'(�R.iEXECtiTRIY
FIFIH I appoint my Domestic Partner, Eric B. Lincoln, as tiie executor of my estaie.
If my boyfriend is i�nable or unwillin� to ser��e in this capacity then my f�-iencl, V�c�ie
Aileen Fith.
PR4TECTION OF BENEFICIARIES
SIXT�I: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary. Provided, however, any beneficiary may assign any part or all of the
beneficiary's interest in my estate to any one or more of my descendants or to any one or
more of the beneficiary's descendants.
P✓dd1dQ,�S�4ND dN�AP.4CITATED BE1VE�'IC�AI�IES
SEVIEN'1'�: If any income or principal shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, my executor or executrix as trustee
shall hold such income and principal during minority or incapaeity and shall be entitled to
apply such income and principal to the health, maintenance, support and education of
such person during minority or incapacity without the appointment of any guardian or
committee or any authority of court. My executor as trustee shall be entitled to make
direct application hereunder or to mal<e application by payment of income and principal
to the parent or other person in charge of sucl� minor or incapacitated person, or to his or
her guardian or to a custodi��1 under the Uniform Transfers to Minors Act. Any remaining
income and principal to which such person shall be entitleci shail be distributed to such
person upon the termination of minority or incapacity. My executor as trustee shall have
the same powers as my executor and shall serve without bond.
2
PA Y�I�IENT OF DEA TH TAXES
EIGH�'H: All estate, inheritance and other death taxes, together with interest and
penalties on them, payable with respect to property or interests (subject to taxation by
reason of my death and whether) passing under my will or any codicil thereto,
(orotherwise, including jcintly held and other non-testamentary property, shall be paid out
of the principal of my residuary estate without apportionment.
PDWERS OF EXECUTOR
NINTH: I confer on my executor(s) the right to sell or otherwise convert any real or
personal property at public or private sale, at such time or times, in such manner, and for
such price or prices, and on such terms and conditions as my executor shall deteimine,
and to execute and delive.r good and sufficient conveyances, assignments, and transfers of
the property, without liability of any purchaser for the app?ication of any cor�sideration; to
borrow money and to secure its payment by mortgage of real or personal property, pledge
of investments, or otherwise, without liability on the part of the lenders to see to the
application thereof; to retain any investments at discretion; to invest and reinvest at
discretion, without restriction to so-called "legal investments"; to make distribution in
cash or in kind; to allocate to any beneficiary property different fi-om ihe property
allocated to another beneficiary as the executrix using fair mai�ket values on the date of
distribution deems appropriate; and to do all other acts and things necessary or
appropriate in the management, administration and distribution of my estate.
APPOINTMENT OF TR�'STEE AND G UARDIAN OF'ES 7'ATES OF MINOR_'�'
'I'ENTH: I appoint my I)omes�ic Par�nea, �ric �, L,incolr�, as my executor, as guardian
of the estates of minors with power to hoId all property payabie by law io a guardian
appointed by my will and to use it for the minor's healtll, maintenance, suppori and
education, either directly or by payment to any person selected by my executor to disburse
it whose receipt sha11 be a compie�e acquittance. Guardiazl n1ay, in discharge oi alI the
3
guardian's duties, pay any minor's share deemed impractica? of adn:inistration to the
parent or other person in charge of :he minor or to his or her guardian or to a custodian
for the minor under the Uniform Transfers te �linors Act.
INTERCHr�NGEABILITY OF LA�4GLI�GE
ELEVENTH: Words used in the singular may be read to include the plural or the plural
may be read as the singular. Similarly, the masculine form may be read to include the
feminine and neuter; the feminine may be read to include t_h_e masculine and neuter; and
the neuter may be read to include the masculine and feminine.
HEADINGS
7['VfJET�,FT'I�: The headings used on the various paragraphs of this will are included for
convenience only and shall have no legai significance.
I have signed this will this a� day of .'��fGtdr 2�I�7/ �
,
Y�_ ,.--
Sandra B. Wolf ng, estator
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Z�West l�Iai� Street
%'1VIechanicsburg, PA. 17055
Phane: 7�7-790-5500
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4
CONII�IONW'EALTH OF PEN�TSYLVANI�,
COUNTY OF CUNIBERLAND
S.S
ACKNOWLEDGMENT & AFFiDAVIT
I, SANDRA B. WOLFGANG, the testator in and the undersigned witnesses
to the will, the attached or foregoing instrument, who have signed the instrument,
having been qualified according to Iaw do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed the instrument as
my will, that I signed it willingly and as my free and voluntary act for the purposes
therein expressed; and
(b) that we, the witnesses, were present and saw the iestator sign and execute
the instrument as his will, that he signed it willingly ax�d executed it as his free
and voluntary act for the purposes therein expressed; that each of us in the hearing
and sight of the testator signed the will as a witness and that to the best of our
knowledge the testator was at that time 18 or more years of age, of sound mind
and under no constraint or undue influence.
�.�..� 3 .�?�
Sandra S. Wolfgang, Te ator
� /�/����e�� ��,�0��
Witness ' /f' Address
i� :% ''/�
��'! - � �'���------- _
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�.�� W' ness - Address
Sworn to and subscribed before me thrs � �} day of � {�
�
24149 l�ota�y Public.
NOTARIAL SEAL
JEANcTTE K RUTH
� COFCiYTI1SS10T3 e7Cpii"�S. Notary Public
ibiECHa�ICSBURG BORO.,CUMBERLAND CN7Y
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APPR�ISAL OF REAL PROPERTY
LOCATED AT:
4 Lenox C[
Deed Book 261 Page 1629
Mechanicsburg,PA 17D50
FOR:
The Es[ate of Sandra B.Wolfgang, Eric Lincoln,Execuror
4 Lenox C[.
Mechanicsburg.PA 17050 �
AS OF:
iinirzoia
BY:
Dennis L Stover,PA Certified Residential Appraiser
Certification Number RL 138906
Stover Appraisals
625 Adelia St.
Middlelown,PA 17057-2802
Form GA1—'1NinTOTAL"'appraisal sofiware by a ia mode,inc.—1-800-ALAMODE
Main File No.tg:1205 R-2 Paqe#2
The Estate of Sandra B.Wolfgang, Eric Lincoln,Executor
4 Lenox Ct.
Mechanicsburg,PA 17050
Re: Proper[y� 4 Lenox Ct
Mechanicsburp,PA 17050
Client The Estate of Sandra B.Wolfgang, Eric Lincoln,Executor
File No.� 14-1205 R-2
In accordance with your request,we have appraised lhe above referenced property. The report of that appraisal is attacherd.
The purpose of this appraisal is to estimate the market value of the property described in this appraisal report,as improved,in
unencumbered fee simple title of ownership.
This report is based on a physical analysis of the site and improvements,a locational analysis of the neighborhood and city,and an
economic analysis of Ihe market for properties such as the subject. The appraisal was developed and ihe report was prepared in
accordance with the Uniform Standards of Professional Appraisal Practice.
The value conclusions reported are as of the effective date stated in the body of the report and contingent upon the certification and
limiting conditions atlached.
It has been a pleasure to assist you. Please do not hesitate to con[act me or any of my staff if we can be of additional service to you.
Sincerely, .
. —� ���-�/ .
_.r %__._ /. ..�=-..
_ `.���ts•---
Dennis L Stover,PA Certified Residential Appraiser
Certification Number RL 138906
Main fde No_1�1_1205 R-2 Paqe#3
CliBnt The Estate o(Sandra B.Wolt an ,Eric Lincoln,Ezecu[or Fd8 N0. 14-1?.OS R-2
°f0 e Addf8S5 4 Lenox Ct
Cit Mechanicsbur COunty Cumberland St2f8 PA Zlp COdB 17050
- OWf10f The Esta�e of Sandra 6.W olt an
TABLE OF CONTENTS
CoverPage ................................................................_................................................._............................................................._.._......... .............. t
Letterof Transmittal ........................................................................................................................................................................................................ 2
Tableof Contents ............................................................................................................................................................................................................. 3
Summaryof Salient Features............................................................................................................................................................................................ 4
USPAPldentification ............................._......................................................................................................................................................................._ 5
ExpandedScope of Work................................................................................................................................................................................................. 6
GPResidenlial ................................................................................................................................................................................................................. 7
AppraisalAtltlentlum-Special Conditions........................................................................................................................................................ ............... 10
GPResitlen6al Certifications Addendum .......................................................................................................................................................................... 11
Statementol Limiting Condifions ..................................................................................................................................................................................... 13
Subject Photos.................... 15
......................................................................................................................
InteriorPhotos .................................................................................................................................................................................................................. 16
BuildingSketch(Page-1)................................................................................_......_.................................................._.................__..........._...._...._... 17
ComparabiePhotos i-3.................................................................................................................................................................................... ............... 18
LocationMap.................................................................................................................................................................................................................... 19
PlatMap............................................................................................................................................................................................................................ 20
Enga9emen[Letter........................................................................................................................................................................................................... 21
�ualifications....................................................................................................................._.............................................................................,.............. 22
Qualifications.................................................................................................................................................................................................................. 23
ElecUonicSignature Compliance....................................................................................................................................................................................... 24
Certiticate.......................................................................................................................................................................................................................... 25
Invoice ............................................................................................................................................................................................................................. 26
Form TOCNP—"vVinTOTAI"appraisal software by a la mode,inc.—1-800-ALAMODE
Main Fiie N_o 14_1205 R-2 Paqe#4
Sl1MMAF�Y OF SALIENT FEATURES
Subject Address a�enox C�
Legal Descnpiion Deed Book 261 Page 1524
Clty Mechanicsburg
�Opp(y Cumberland
State PA
Zip Code noso
CensusTract a2oai-o��s.oi
Map Reference 25a20
Sale Price $ NA
Date oi Sale NA
Client The Esiate of Sandra B.Woi(gany,Eric Lincoln,Executor
OWnBI The Estate of Sandra B.Wolfgang
Size(Square Feeq i,aas
Pnce per Square Foot $
LOC2ti0f1 Suburban
q9e ia
Condition A�s
Total Rooms 6
Bedmoms 3
Baths Z�
Appf2i5B� Dennis L Stover,PA Certified Residential Appraiser
Date of Appraised Value i2iosrzoia
Final Estimate ot Value $ i 36,000
Form SSD—'WinTOTAI_"appraisal soflware by a la mode,inc.—1-800-ALAMODE
Main Rle N�.14_1205 R-2 Paqe#5
CfIB�( The Estate of Sandra B.Wolf an ,Eric Lincoln,Execu�or FIIe N0.14-t205 R-?_
� Pfo C AddfeSS 4 Lenoz Ct �
CI Mechanicsbur COIJ� Cumberland St2i6 PA ZI COdE 17050
� QWpgf The Estate of Sandra B Wolfqanq —_
,RPPRAISA! AND REPORT IDENTIFICATION
This Report is Qne of the following types:
�Appf2isal ROport (A written report prepared under Standards Rule 2-2(a) .pursuant to the Scope of Work,as disdosed elsewhere in[his report.)
�ReSt�icted (A written report prepared under Standards Rule 2-2(b) ,pursuant to the Scope of Work,as disclosed elsewhere in this report,
Appralsal Report restricted to the stated intended use by the specified client or intended user.)
Comments on Standards Rule 2-3
I certtly that,to the best of my knowledge and belief:
—The statemenis of fact contained in ihis report are true and correct.
—The repoded analyses,opinions,and conclusions are IimAed only by the repoded assumptions and IimiGng conditions and are my personal,impartial,and unbiased professionat
analyses,opinions,antl conclusions.
—Unless otherwise indicated,I have no present or prospective interest in the property thal is the sublect of this report and no personal interest with respect to the parties involved.
—Unless othenvise indicated,I have performetl no services,as an appraiser or in any other capacity,regartling the property that is the subject of this reporl within the three-year
penod immediately precetling acceD�nce oi this assignment.
—I have no hias with respect to the property that is the suhject of this repod or ihe padies involved with fhis assignment.
—My engagement in this assignment was no�contingent upon developing or reportinp predetertnined results.
—My compensation for completing ihis assignment is not contingent upon tl�e development or repor6ng of a predetermined value or direction in value thzt tavors the cause of the
ciient,the amount of the value opinion,the attainment of a sti0ulated resuit,or the occurrence of a subsequent event directly related to the intended use of this appraisal.
—My analyses,opinions,and conciusions were developed,and this repod has been preDaretl,in conformity with the Uniform Standartls of Professional Appraisal Practice ihat were
in eflect at the 6me this repod was preDared.
—Unless otherwise indicated,I have made a personal inspec6on of the properry that is the subject of this repod.
—Unless other,vise indicated,no one provitled significant real propedy appraisal assislance to the person�s)sipning this certifca6on(if there are exceptions,the name of each
indivitlual providing significant real properry appraisal assistance is stated elsewhere in this reporl).
Reasonable Exposure Time (USPAP defines Exposure Time as the estimated length of time thatthe property in?erest I�eing
appraised would have been oifered on the market prior to the hypothetical consummation of a sale at market value on the effective date of the appraisal.)
My Opinion of Reasonable Exposure Time for the subject property at the market value stated in this report is: i-s nno�ms_
Comments on Appraisal and Report identification
Note any USPAP-related issues requiring disclosure and any state mandated requirements:
SCOPE OF WORK ---�-
The sco of work(or this a raisal is defined b [he com lebt ot this a raisal assi nment and the re rtin re uirements of this a raisal form,includin the
defini[ion of market value a statement of assum tions and limitin conditions and certifications. The a raiser has at a minimum: t erformed a com lete
visual ins ction of the interior and exterior areas of the sub'ect ro ert 2 ins cted the nei hba-hood 3 ins ected each of the com_arable_sales from at
leasl lhe stree[, 4 researched,vedfied,and anal ed data from reliable ublic andbr rivate sources,and 5 has re rted his anal sis,oPinions,and
conclusions in this a raisal re ort ----
The a raisal is based on the informafion athered b the a raiser from ublic rewrds other iden[ified sources ins ction of the sub'ecl r ert and
nei hborhood,and selection of com arable sales wi[hin the sub'ec[market area. The ori inal source of the com arables is shown in the Data source section of
the market rid alon with the source of confirmation if available. The ori inal source is resented first. The sources and data are considered reliable. When
conflictin information was rovided,the source deemed most reliable has been used. Data believed to be unreliable was not included in the report,nor used as
a basis for ihe valua[ion conclusion. --
"I have erformed no services as an a raiser or in an other ca acit re ardin tne ro ert that is the sub ect of this re rt within the three-ear eriod
immediatel recedin acce lance of this assi nmenC'
pPPRAISER: SUPERVISORY or CO-APPRAISER (if applicable�:
Signature: !_�-- �' �� Signature: ___._
N2m¢: Dennis l Stover PA Certified Residential Appraiser Name: —__
State Certrfication#: R�i 38sos State CerfrficaGon#: _.
or State License#: or State License#: _--
State: Pn Expiratlon Date oi Ger6fication or License: osl3o/2oi5 State: Expiration Date oi Certflcation or License __
Date of Signature and Report: oecember i i 2oia Date ot Signature: —__
Effective�ate of Appraisal: �v��Izo�4 —
Inspection o(SubjecC ❑ None Interior antl Eulenor ,_ 6derior-Only Inspection of Subject ❑ None ❑ Interior antl E�enor _� Extenor-Only
Date of Inspection�if applicable): i zrosi2o�a Date of Inspection(if applicable)'. __ __
Form ID14E—'WinTOTAC appraisal software by a la motle,inc.—1-800-ALAMOOE
�..�.� � � ,�,���� . ,
Main File_ N,_o�4-�205 R'`'- Fa e#21
Engagement Letter ____
CliOnt The Estate of Sandra B.Wolf an ,Eric Lincoln,Execulor __
PtopO Adtl�eSS 4 Lenor.Ct COUnt Cumberland
State Pn Zip Code no5o __
Cll Mechanicsbur �
OWnBr The Estate of Sandra B.Woif an
Engagement Letter
Please accept this request for Stover Appraisals,Dennis!.Stover,PA State
Certified Residential Real Estate Appraiser,RL 138906;to complete an
��ppraisai report for thee property located at:4 Lenox Ct.,Mechaniaburg,PA
17050.The client is The Estate of Sandra B.�Nolfgang.The fee for the
report is 5375.00,which is payabie at the time of inspection.
Signed: _
_ , : �.' _ .
raiser '^' F
Dennis L Stover,App i i''"
.Y" —
Kl _
Eric lincoln,for ihe Estate of Sandra B.Wo�fb�"�
Date: L2/OS/2014
Fonn MAPPLAT—'WinTOTAI"appraisal sottware by a la mode,inc.—1 g��'A�MODE
Statement On I)eznand
for Plan 98978-01
Commonweaith of Pennsylvania Deferred Compensatio►�I�r•cagram�57 Plan
For the period: 11-Nov-2014 to 11-N���-2�)14
SANDRA WOLFGANG
4 LENOX CT
MECHANICSBURG,PA17050-8215
Your Account At A Glance
Beginning Balance Total Total Total Total Change In Ending Balance
as of Deposits Withdrawals/ Dividends Value 11-Nov 2014
11-Nov-2014 Expenses
$43,857.53 $0.00 $0.00 $0.00 $4.05 $43,861.58
Activity By Contribution Source
Contribution Source Beginning Deposits Withdrawals/ Dividends Change In Ending
Balance Expenses/ Value Balance
as of Transfers as of
11-Nov-2014 11-Nov-2014
EMPLOYEE BEFORE $43,857.53 $0.00 $0.00 $0.00 $4.05 $43,861.58
TAX
Total $43,857.53 $0.00 $0.00 R0.00 $4.05 $43,861.58
Activity By Investment Option
Investment Beginning Deposits Transfers Withdrawals/ Dividends Change Ending UniUShares
Option Balance Expenses In Value Balance as of
as of 11-Nov-2014
as of 11-Nov-2014
11-Nov-2014
Aggregate Bond $17,691.05 $0.00 $0.00 $0.00 $0.00 -$4.80 $17,686.25 80.00
Index Fund
Moderate $24,95312 $0.00 $0.00 $0.00 $0.00 $7-99 $24,961.11 138.74
Portfolio Fund
StockIndex $1,213.36 $0.00 $0.00 $0.00 $0.00 $0.86 $1,21422 2-ZS
Fund
Total $43,857.53 $0.00 $0.00 $0.00 $0.00 $4.05 $43,861.58
Pagel ofl 98978-01-3374390
P�te�B Arnoid 3780 Trindle Raad Edward Jones
Finaicial Advisor Camp Hill, PA 17011 MAKING SENSE OF ENVESTING
Bus.717-731-1672
R. Nark Thomas January 6, 2015
10'I South Market Street
Mechanicsburg, PA 17055-6328
Dear Attorney Thomas:
Re: Sandra Wolfgang, account 751-98073-1-2
Date of Death value =$782.73 Please see attached statements for verification
Please let us know if you need any other information or assistance.We can be reached at 717-731-1672
At yaur service,
, �� _ � .
� �`� �':;>,.,, 4,��� ---��,,;l E�_.
Karen Wilson
Senior Branch O�ce Administrator
Enc: October through December statements
Edward Jones, its employees and financia(advisors cannot provide tax or legal advice.You shou/d consult your attorney
or qualified tax advisor regarding your situafion. The information provided is believed to be reliable, but its accuracy and
completeness are not guaranteed.
Cost basis information may be from an outside source that has not been verified. Cost basis is provided for information
only and should not be used for tax purposes without the assistance of your tax preparer.
---- www.edwardjones.com
...�-�n i n �� r�'tt�rirrn.�•• ,
Holdin s b Investor _ _ ___ .__ _ ____
---��—--- ___ __— ---_ __ .
--
Sandra Woifgang Rich Tira Combined Account Portfolio
E ��
4 Lenox Court � Daie: 11/11/2014 �- t.� ��}U ^..,r.�:�, ��.�
Mechanicsburg,PA 17050 Created:01/12/2015
.,PA
570-322-8407
Sandra Wolfgang
Acct Name:SANDRA B WOLFGANG 4 Lenox Ct Mechanicburg,PA 17050
Acct No:1012815600 AcctType:IRA Individually Established
Asset Name Ticker Quantiiy Price($) Value($),
CURIAN DRA-DIVERSIFIED 8524 10.40 886.78
CURIAN GUIDANCE-ALT 100 MODERATE 83.80 10.56 884.68
CURIAN/AMERICAN GROWfH 46:83 14.32 670.79
JNUBLACKROCK GLBL ALLOCATION 79.57 12.12 964.21
JNUFR TEMP GLBL MULTI BOND 29.20 12.10 353.20
Account Total $3,759.66
Acct Name:SANDRA WOLFGANG 4 LENOX COURT MECHANICSBURG PA 17050
Acct No:E0888299 AcctType:IRA Individually Established
Asset Name Ticker Quantity :Price($) Value,($);
AST COHEN&STEERS REALTY 25.52 43.40 1,099.87
AST WTERNATIONALGROWTH 68.24 22.55 1,538:48
AST LARGE-GAP VALUE 138.32 15.30 2,116.y4
AST PIMCO TOTAL RETURN BOND 106.23 19.70 2,092:31
AST SMALL CAP GROWTH 34.37 30.90 1,061:81
ASTT.ROWE PRICE LARGE-CAP GROWTH 77.11 13.87 1,069.91
AST T.ROWE PRICE NATURAL RESOURCES 45.67 31.15 1,422.59
Account Total $10,401.72
�v.. .�M _�� ��� �.�.,��_..,��.,�.�,. .,�,..�..�.�_.,�. .,,�,�,,,�.�..a.N�......�_ m,..���� "�, ..x�_InvestorTotal $14,161.38
_ _-- ---
---- --- -_—_ ------
Incomplete if presented without accompanying disdosure pages Page 1 of 2
Xelley Blue Book Page 1 of 2
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2008 BMW 3 Series
Prieing Report Trade-in��a�U�
$tyl@:328xi Sedan 4D ���j���
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Fuet Economy: Max Seating:5
City 17/Hwy 25/Comb 20 MPG 7rade-in Values valid for your area through 12/11/2014
Doors:4 Engine:6-Cyl,3.0 Liter Good Condition
Drivetrain:AWD Transmission:Automatic,6-Spd
w/Overdrive b Steptronic
EPA Class:Compact Cars Body Sryle:Sedan
Country of Origin:Germany Country of Assembly:Germany
Your Configured Options
Our pre-selected options,based on typical equipment for this car.
✓Opdons that you added while configuring this or.
Engine Comfort and Convenience Seats
6-Cyl,3.0 Liter Keyless Start Leather
Transmission Air Conditioning Roof and Glass
Automatic,6-Spd w/Werdrive& Power Windows Moon Roof
Steptronic Power poor Locks Lighting
Drivetrain Cruise Control Daytime Running Lights
AWp Steering Bi-HID Headlamps
Braking and Traction Power Steering Wheels and Tires
Hill Descent Control Tilt Wheel Alloy Wheels
Traction Control Entertainment and Instrumentation
Stability Control AM/FM Stereo
ABS(4-Wheel) MP3(Single Disc)
Safety and Security
Dual Air Bags
Side Air Bags
F&R Head Curtain Air Bags
Glossary of Terms
Tip:
Kelley Blue BookO Trade-in Value-This is[he amount you can expect to receive when you Gade in
your car to a dealer.This value is determined based on the style,condition,milea9e and options It's erueiat to know you r ear's
;�d;�ated. true condition when you sell it,
so that you can price it
Trade-In Range-The Trade-In Range is Kefley Blue Book's estimate of wha[you can reasonably expect appropriately. Consider having
to receive this week based on the s[yle,condition,mileage and opdons of your vehicle when you trade it
in to a dealer.However,every dealer is different and values are not guaranteed.
http.//www.kbb.com/bmw/3-series/2008-bmw-3-series/328xi-sedan-4d/?condition=good... 12/l 0/2014
0
12/11/2014
R. Mark Thomas
Attorney at Law
101 So�th Market St.
NlechanicsburQ, PA 17055
ne: S�iNDRr;B WOi,i•Gr"�i�'G,Deceased.
PSECU Reference#3638772778231
Dear Attorney R. Mark Thomas:
The above referenced person has an account with PSECU which was opened on 04/29/1993.The Share
accounts were jointiv held by SANDRA B WOLFGANG AND ERIC B. LTNCOLN.
The followin�a�re the�ate of DPath Lal�nces far SANDRA B WOL:FGANG's account wi±h PSECU:
Account Date ofDeath Balances Interest—November 1-llth
Savings (S1) $ 34,049.02 g 1.5�1
Checking (S4) $ 15,971.58 � ��4'Z �
If you have any questions,please contact our department toll-free at(800 j 237-7328,press 6, extension
3120 or email accountservices(c�,psecu.com .
, ,
S;ncerery,
� ��
ana Willard
��
Member Service Representative
PSECU
Jo����- - ��a��ao��{
P. O. B O X 6 7 0 1 3 H A R R I S B U R G, P A 1 7 1 0 6-7 0 1 3 $Q�,�3�T.7328 -•psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BYTHE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
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Engineered fio Amaze"
1050 Woodward Avenue�Detroit.MI 48226 STATEMENT ENClOSED
+ 052Q247 �OdOZ2586 09¢L11 0�98670 P6 5tatementDate I DueDate I AmountDue
I
SANDRA B WOLFGANG I t�Io�/ta 03/Ot/15 � Saaa.z;
4 LENOX CT
M ECHA N ICSBU RG PA 17050-8215 If payment is received aFter 8:00 p.m.ET 03/16/15.
a z26261ate fee will be charged.
���i�'e��[��l�������u�i�������°�����1�0��'es���I'��e�n�teEn��� . . °. e • .
���������x�.a���� ��y�����is���� c��������yxnent��e��a���
Loan Nwttber 3306568597 Last Paid" Principai __. __�448_49
_. _--�_
_ ErEncipal-8ata�s�r _ __ __ $7�;811:46 Principal _ $a47.23 � tnterest $208.03
interest $209.24
Escrow Baiance $1.498.82 Escrow
Esc:ow(Tax&Insurance) $�87•76 Taxes $148.9=
interest Rate 3.250% �
Advances on Your Behalf $0.00 insurance $38.83
Future Rate Change Possible N/A Fees $0.00 Mortgage ins.(PMI/MIP) $O.Oo
Total Paid ���z � Overage/Shortage $0.00
Property Address: —�� Other $0.00
4 LENOX CT Year to Date � Regular Monthly Payment $844.23
MECHANICSBURG,PA 17050 Principai $5.720.67 Advances on Your Behalf $0.00
lnterest $2.�13.44
Advances on Your Behalf $�� Fees
Fees ��� Late Fees $0.00
Other Fees $0.00
Total Paid Year to Date $8,534.1f Funds in Suspense' $0.00
Escrow Disbursements Past Due Amount So.00
�� Taxes Paid $1.7£37.07
Insurance Paid $0-00
iv Mortgage Ins.(PMI/MIP)Paid $0.00
� tThis Is not your payoff amoun[Pleasecontact us Totai Escrow Disbursements $1,787.07
8 at(800)50&0444.optlon 3 to request a payofr. ��o Total Amount Due $844.23
�ActlNty snce last statement on back 'Funds In suspense will beapplled upon recdpt of your
monthly mortgage paymerrt due
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CUMBERLAND LAW JOURfdA�.
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
Tele: (717)249-3166 Fax:(717)249-2663
January 2, 2015
Cumberland Law Journal is published every Friday by the Cumberland County
Bar Association and is designated by the �ourt of Commo� P;eas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
TO: R. Mark Thomas, Esquire
RE: Sandra B. Woifgang Estate
Legal advertisements must be received by Friday Noon. All legal advertising
must be paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
December 19, December 26, 2014 and January 2, 2015
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment received $ 75.00
Total Amount Due $ 0.00
Becky H. Morgenthal, Executive Director
PROOF OF PUBLICATION OF NCDTI�E
IN CUMBERLAND LAW JOURl>tAI.
(Under Act No. 587, approved May 16, 1929}, P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
. ss.
COUNTY OF CUMBERLAND .
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues o f the said Cumberland Law
Journal on the following dates,
viz:
December 19 December 26 2014 and January 2 2015
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
____... _.___�
j_.�
� f , e � j
j? J /
"4 .,,,.� 1 .. �. �___..,...—..�._.
V1 4'
�Lisa Marie Coytie,,rP�ditor
SWORN TO AND SiJI35CRIBED before me this
2 day of Januar ,�2015
��` r
Notary
Wolfgang,Sandra Blystone,dec'd.
Late of Silver Spring Township.
Executor:Eric B.Lincoln,4 Lenox COMMONWEALTH OF PENNSYLVANIA
Court, Mechanicsburg,PA 17050. NOTARIAL SEAL
Attorney: R. Mark Thomas, Es- DEBORAH A COLLINS
quire,Attorney at Law, 101 South Notary Public
Market Street,Mechanicsburg,PA CARLiSLE SORO.,CUMBERLAND GN7Y
17055. N1y Commission Expires Apr 2N, 2018
� �,
1he Patriot-News Co. �
2G20 Technology Pkwy Q a rlo '�' e��
Suite 300
M��hanicsburg, PA 17050 NOW �/OU �Ct10W
Imquiries - 717-255-8213
R. MARK THOMAS
101 SOUTH MARKET STREET
MECHANICSBURG PA 17055
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
M�ianne Miller, being duly sworn according to law, deposes and says:
That she is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principa!o�ce and place of business at 2020 Technology Pkwy, Suite 300, in the
Township af Hampden, County of Cumberland, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday
Patriot-News newspapers of general circulation, printed and published at 1900 Patriot Drive, in the City, County and State
aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949,
respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular
daily and/or Sunday/Community Weekly editions which appeared on the date(s) indicated below. That neither she nor said
Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as
to the time,place and character of publication are true; and
That she has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on
behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the
stockholders and board of directors of the said Company and subsequently duly recorded in the offce for the Recording of Deeds
in and for said County of Dauphin in Miscellaneous Book"M", Volume 14, Page 317.
PUBLICATION COPY This ad# 0002322616 ran on the dates shown below:
December 23, 2014
� � ��� � °i j December 30, 2014
�
1 = -�
� . � ' ' .� Jj �% �../�/,� January 06, 2015
s,� v . ��, �r.4,_ � .��. �_ _ i� ,,/
ESTRTE N4TtCE � ��� ` �J i 3 '"'� � ��' --�
� /
LettersAdminlstrationontbe Estate ��- � .,/ j�/�/// �, i ��_..--..--.�_. ,
�f Saodra BlYstone Wolf9a�9,late of � f f . �.� :/ . r�. „�. . . . . . . . . . . . . . . . . . .
�ilver Spring Townsblp,Cumberland � '
:ounty,PennsYlvonia,deceased,�have ` � -
�een granted to the underslgned,all �.�
+ersons knowln9 themselves to be
�d�atearos4�ae5rare,��nmpke Swom to and-sabscribed before me this 15 day of January, 2015 A.D.
�aYment tmmedioielv and fhose having % �
laims will presenfi them for settlement � � � q
o: _ „� . : �,
Eric 6.Lincoln,Executor �`' � : 7 [ �
4Le�oxCourt . ��.��.�_ .�-.. �.�y0� �S, t..,<.... �
Mechanicsburg,PA 17050
R.Ma�kThomos `iNO�F�I PUb�IC = 1
AttarneY at Law — . * .
707 South Market Street
Mechanicsburg,�A noss COMMONWEAL7H OF P�NNSYLVANIA
--- - NQl'ARIAL SEAL
Shery!Mare leggore,Notary P�btic
Hampden Twp.,Cumberland County
1,1y Commission Expires July 16,2016
1lESiBER, PENNSYl4AN1A ASSOCIATION OF NOTARIES
rhe Patriot-News Co. �
2D20 Technology Pkwy e a rlo ~ ���
Suite 3Q0
M�hanicsburg, PA 17050 N ow yo u k n ow
Inquiri�es - 717-255-8213
R. MARK THOMAS
101 SOUTH MARKET STREET
MECHANICSBURG PA 17055
STATE M E N T ALL CHARGES ARE NET
ACCT# NAME AD ORDER# DATE EDITI N ADDTL. INFO. TYPE OF CHARGE AMOUNT
35242 R MARK THOMAS 0002322616 12/23/14 XXX Wolfgang BOLD TEXT CHARGE $4.00
35242 R MARK THOMAS 0002322616 12/23/14 XXX Wolfgang BASIC AD CHARGE $71.62
35242 Ft.MARK THOMAS 0002322616 12/30/14 XXX Wolfgang BASIC AD CHARGE $71.62
35242 R.MARK THOMAS 0002322616 01/06/15 XXX Wolfgang BASIC AD CHARGE $71.62
AFFIDAVIT CHARGE $5.00
TOTAL: $223.86
This is not an invoice. Please do not remit payment from this Statement.
An invoice will be generated at the end of the month. --Thank you.
NOTE: This Statement replaces the Order Confirmation which we previously sent with Proofs of Publication
/� -.
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Customer: � � f
� � �„�.
Eric Lincoln
4 Lenox Court
Mechanicsburg, PA 17050 Invoice Number: 11396
Invoice Date: Nov 12,2014
Page: 1
� --
Name of Deceased Date of Death Payment T�r¢ns Funeral Director
---- _
L Sandra Wolfgang November 11, 2014 Net 30 Days Robert L. Buhrig Jr.
Item Number Quantity ' Description Unit Price Amount
-----
PS Professional Services $ 4,851.00
FSE Facilities, Staff and Equipment $ 2,784.00
FSE Facilities, Staff and Equipment Adjustment $ 250.00
�/ Vehicles $ 1,20'i.00
V Vehicles Adjustment $ 217.00
M Merchandise $ 995.00
CA Cash Advances $ 5,400.00
rA Cash Advances Adjustrnent- IJewspaper Obituaries ($ 148.59)
CA Cash Advances Adjustrnent- Heaters ($ 373.12}
CA Cash Advances Adjustrnent-Outdoor Equipment $ 302.10
CA Cash Advances Adjustment-Reception $ 379.88
Save $931.00 by paying this invoice by December 12, 2014.
Please pay$14,927.27. �-Y,� , �;���j�'�j.�;E� �:���,�f� j
�� _ �
� __
�t,j ��'"�,��� --
;
ank ou for allowin us to serve ou and our famil�..__ ____
Subtotal $ 15,85827
We gladiy accept the following forms of payment: Shipping_ _ __ $ _ 0.00
Cash, Check, Vsa, MasterCard, Discover,American Express Sales Tax $ 0.00
Kindly make your check payable to: Total Invoice Amount $ 15,85827
Myers- Buhrig Funeral Home and Crematory Payment/Credit Applied $ 0.00
Past due accounts are subject to interest charges of 1_5% per month. TOTAL DUE___ $ 15,858.27
F�i�irjl•:�r��vifft i(iacc ttt Gric�f
R<rf�ert"Bolz'�i. ���iarig..Sr..rn.���i,����.�,�^t�`€i6.�Ett"f3iE['-r_C�firisrFEs�Srea�.rn
Ph��nc -. .�r,b_;1_'� - � ,._ �'?�.7'��I • '7 F.i�t�iain Circ� � A1�chanic�bur!__P�\ 1711;c _ ..�,����� ��' :U�ihri��.i��m • ^irc��i�i.,��'��i��c•u [ ��hri_cnrn
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December 17, 2014
Eric Lincoln
4 Lenox Court
Mechanicsburg, PA I7050
De�r Fric:
Thank you for allowing us the privilege of serving you and your family. We know that financial
statements can be confusing, so below is a summary of your account.
Statement of Goods & Services $ I 5,231.00
Plus: Contract Addendums 627.27
Subtotai: �invoice# II396 � $ I5,858.27
Less: Payment—Check# 2040 ___� (14,92727)
Less: Terms Discount ' (931.00)
Less: Payment from MetLife (8,000.00)
Your Balance Owed to You ($8,000.00)
We have enclosed a refund check in the amount of$8,000.00, as well as a complete invoice for your
records.
Please call us at any time that we may be of service.
With Warm Regards,
`-�H��'�y�-'�u,`''`.� �. '.`r'��-�—��
�
Michelle L. Haag �`�i
Treasurer
Enclosures
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OFFiCE OF THE BUDGET
1anu�r� ?1. 2UI5
Eric �3 Lincoin
1 Gl S. ��Iarket Street �
Mecl-��icsburg, PA 17055
Dear ?��r. Lincoln:
The e:�;losed check represer.ts pa}nnent on behalf of Sandra Blystone Woif��ing as the executor of her
estate.
Pleas e note that you, as the executor, wi11 receive a Fonn 1099-MISC in the amount of�8,146.86 in
JanuarY of 2016. This amount represents the taxable portion of this check. This form wiil be in the
name ef the Estate of Sandra Blystone Wolfgang and the Tax Payer lden.tification number 47-665Q726.
This sl�ould be used for tax filing purposes.
The attached worksheet contains a detailed explanation of ail payinents ma�e from our office to you as
the o f rhe estate.
Please contact Ed Brenner, of my staff, at (717) 772-5368 if you have any questions.
Sincerel y,
Tyi�r CIu-istopl�el, Section Chiei
Special Processing
Bureau of Comrnonwealth Payroll Operations
Attaclzrnents/Enclosures
Office of the Budget� Comptroiler Opera6or.s � Bureau of Commonw�afth Payrofl Operations
P.O. Box 8006� Harrisburq, PA i71Q5-8006� 717.772.5340� F 7i7.772.3104 I w�vw comptrolleroperations.state.pa.us
Rl_1RFAU OF COMMONWEALTH PAYROLL OPERAT!01`JS
DECEASED PAYMENT W'ORKSHEET
Da+e Submi�ted: 12/24/201�
Employee Name: Sandra Blystone Wolfqang �-v� T �
Personnel Number: 00438126
TIN Number: 47-6650726
Payee Name: Estate of Sandra Biystone Woifqang __
Payee Address: 101 S. Market Street, Mechanicsburq, PA 17055 ___.__
Taxabie p Non Taxable
PPE Hours Gross Totais PPE ��Hours Gross Totals
Saary/Overtime! � v
�iscetkneous Payments
Salary 11/8/2014 75.00 �3,420.75 $0.00
fSalary '1I22;2014 15.00 $C84.15 �0.00
$0.00 $0.00
SS1Med Ref�id-Used Sick Leave $0.00 �2,551.66
over 6 conseutive monfhs $0.00 �0.00
$0.00 $0.00
$0.00 $0.00
Tobl Salary Due $4,104.90 $2,551.66
Leve Payouts
Annual 58.62 $2,673.66 { $0.00
Personal 30.00 $1,368.30 � $���
Sick
$0.00 �0.00
$0.00 $0.00
Holiday $0.00
Comp $0.00
$0.00 $0.00
TotalLeave Payouts $4,041.96 �0.00
Less Gross Overpayments
Conversion P�y $0.00 $0.00
Salary/Overtime $0.00 $0.00
Pre Tax Medi�al �0.00 �0.00
Other �0.00 $0.00
Total Grass Overpayments $0.00 $0.00
�eductions
Salary Overpyment-Net $0.00 $0.00
Medical Hospkal Percentage $83.08 �0.00
Social Security/Medicare �0.00 �0.00
Union Cues $0.00 �0.00
Retirement $0.00 �0.00
Tofal Deducfions Owed ($83.08) �0.00
Tafa(Due Beneficiary/Estafe $8,Qfi3.78 $2,551.66
Z1099 Adjustment Amount
Total Deductions Owed �83.08 �
Tota/Adjustmenf Rmount �83•�$
1099 Amount $8,146.86 Non TaxabEe Amounf $2,554.66
Revrsed 8/23/07
RECEIPT FOR PAYMENT
LISA M. GRAYSON, ESQ. Receipt Date : 12/03/2014
Cumberland County - Register Of Wills Receipt Time : 10 : 23 : 58
One Courthouse S quare Receipt No. : 1079829
Carlisle, PA 17613
WOLFGANG SANDRA BLYSTONE
Estate File No . : 2014-01125
Paid By Remarks : R MARK THOMAS
HMW
-------------- ---- ------ Receipt Distribution ----------------------- -
Fee/Tax Description Payment Amount Payee Name
BOND 15 . 00 CUMBERLAND COUNTY GENERAL FUN
----------------
Check# 4780 �15 . 00
Total Received. . . . . . . . . 15 . 00