HomeMy WebLinkAbout01-0872
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of h (' 'j L . W G.".. +d No. ~/-o l- f? 7 .:<.
also known as To:
Register of Wills fpr thf
. Deceased. County of C '" ~ b-....... \ ~" ~ in the
Social Security No. \ '\;)... - ~o - ~ I "3;l.. Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ()\, (~Q..lL\. (,.. ~c.-~med
in the last will of the above decedent, dated ~ ~ -k """ bJ-(- :; 0 , 19~
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C u. ~ ~ ~ c'"
h ~ -y- last family or principal residence at 0" ")
C <:: ~? ~,' \\ ) ~ At. ") 0 l \ . (" c...J\
(list street, number and muncipality)
~f~~~ 9
, i-9 ~CD I ,
years of ~ e, died
\
Except as follows, decede t did not arry, was not divorced and did not have a child born or adopted
after execution of the will ffered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: S S Ll Oo}
~rS C.'
<6", 00 0
WHEREFORE, petitioner(s) respectfully -kquest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters { ~ r-__~ c...-.. ~
(testamentary; a InIstratIon c.t.a.; admInIstration d.b.n.c.t.a.)
theron.
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OATH OF. PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 ss
COUNTY OF Cumberland J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and uly administer the estate according to law.
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~o. 21-2001-872
Estate of
LUCY L. WARFEL
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW S~ptA'TlhP-r 25th ~2001 ,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 Septanber 30th, 1994
described therein be admitted to probate and filed of record as the last will of
Lucy L. -Warfel
and Letters Testamentarv
are hereby granted to Michael G. Warfel
FEES
Probate, Letters, Etc. ......... $ ?70 gO
Short Certificates( l() . . . . . . . . .. $ 30 .00
Renunciation ................ $
$ 18.00
TOTAL _ $ 5.00
Filed ... Septanber. 25 tl:1 t 2001. $323.00
ATTORNEY (Sup. Ct. 1.0. No.)
x-Pages (6)
JCP
ADDRESS
PHONE
MAILED LETTERS AND ORDER 10 EXECU'IOR
WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 4 9 3 3 5 5 0
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September 12,2001
Date of Issue of This Certification
Name of Decedent__._l::~~Y-_
21-2001-872
L.
Warfel
r ,is:
rv'i;driir
L,:Jst
Sex __ female
.__ Social Security No.
192-30-7132
.__ Date of Death September 9,2001
Date of Birth March 30.1934
Birthplace -.b~OJ~~_~1~r.P8_
Place of Death Harrisburg Hospital
~: ,-wl!lh' ~~aITH::;
Dauphin
:::ount./
Harrisburg .
City. Borough ry TOlhl1stlip
Pennsylvania
Race__Y:lJ'11t~._____ Occupation Nurse - HospitaL______._____________ Armed Forces? (Yes or No) _
Decedent's
Marital Status widowed_______ Mailing Address 19!? QQl!l'!trY. GJ~~8QadLCaf'l1J!. Hill, PA .17011
-'J,:r-'lrh>: :"~1"-t?,"1 C':v cr rOV\'ll
no
Slale
Informant Michael G. Warfel. ___________ Funeral Director ~~lLa. Dewald
Name and Address of
Funeral Establishment Dewald Funeral Home. 227 West 4th Street. Quarryville. PA 17566
(a) _Bespira!Q!y FailurL_________________
(b) ~J'!Q)(~13rain()a!!l~~____
I
I Interval Between
: Onset and Death
I
: 01 days
I
I
__ __ ____________ ____~ 11 days
I
Part I:
Immediate Cause
(c) . C~l.<? Pulmonary Arrest
(d) Coronary Artery Disease
Part II. Other Significant Conditions
Breast Cancer ~ II Diabetes
: 11 days
I
I 10 years
---,
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Manner of Death
Describe how injury occurred:
Natural
Accident
~
Homicide
Pending Investigation
Could not be Determined
r-1
L_~
Suicide
o
Name and Title of Certfier Roland R. Anderson, M.D.
(M.D., D.O., Coroner, M.E.)
Address
750 East Park Drive, Harrisburg._~J\.1711L_~_____
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 /linal certific e wi e forwarded to the
Stale Vital Records Office for permanent flilngn_L~ ~ ...
l( 11 Rr.(j "tr Vita cords
September 12,2001 1005 uc Road
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21-2001-872
lAST WILL and TES'l'AMENT of llJCY L. WARFEL
I, LUCY L. WARFEL, of New Providence, Pennsylvania, declare this to be my Last
Will and hereby revoke any Will or Codicil previously made by me.
ITEM FIRST:
1.1. I bequeath any and all motor vehicles and their accessories and equipnent, all
personal effects and belongings, all clothing and other articles of household use or
ornament and all other tangible personalty of like nature owned by me at the time of
my death, to my children, ROBIN W. PETERS, VICKIE L. lONG and MICHAEL G. WARFEL, or
the survivor of them, to be divided among them equal 1 y, provided I am survived by sixty
days.
1.2. Should my children, ROBIN W. PErERS, VICKIE L. lONG and MICHAEL G. WARFEL,
predecease me or die before the sixtyfirst day after my death, I bequeath such tangible
personal ty to my grandchildren, then living, to be divided among them equal 1 y, provided
that if all of my grandchildren predecease me, I bequeath such tangible personalty
to their issue per stirpes.
1.3. Should all of my grandchildren predecease me or die before the sixty-first day
after my death leaving no issue, I bequeath such tangible personalty to the CHESTNUT
LEVEL PRESBYTERIAN CHURCH ENIJCW1ENT FUND.
1.4. Any of such property to which a minor would thus becane entitled and which my
Personal Representative deems unsuitable for such minor's use shall be sold and the
proceeds thereof paid to the hereinafter appointed Co-Trustees and disposed of in
accordance with the provisions of ITEM SECOND hereof.
1.5. Any of such property to which a minor becanes entitled and which is not sold may
be delivered to the minor, to the person with whan the minor resides or the person
who has the care and control of him or her and the receipt of such person shall be
a canplete release of my Personal Representative.
ITEM SECOND:
2.1. I devise and bequeath the rest, residue, and remainder of my estate of every
nature and wherever situate, of which I may die seized or possessed or to which I may
be entitled at the time of my death, including any property over which I may have the
~~t J .;J/~~
- 1 -
power of disposition by appointment or otherwise, to my children, ROBIN W. PETERS,
VICKIE L. IDNG and MICHAEL G. WARFEL, or the survivor of them, to be divided among
them equal I y, provided I am survived by sixty days.
2.3. Should my children, ROBIN W. PETERS, VICKIE L. IDNG and MICHAEL G. WARFEL,
predecease me or die before the sixty-first day after my death, I devise and bequeath
such residue to my grandchildren, then living, to be divided among them equally, provided
that if all of my grandchildren predecease me, I bequeath such residue to their issue
per stirpes.
2.4. Should all of my grandchildren predecease me or die before the sixty-first day
after my death leaving no issue, I bequeath such residue to the CHESTNl1I' LEVEL
PRESBYTERIAN CHURCH ENDOWMENT FUND.
2.5. Until a beneficiary attains the age of eighteen years, the Co-Trustees shall
pay to such beneficiary, or exPend on a beneficiary's behalf, so much of the net incane
derived fran such beneficiary's fund and so much of the principal as the Co-Trustees
may deem advisable to properly provide for such beneficiary's maintenance, education,
welfare and canfort and shall accumulate any surplus interest or incane. Upon the
beneficiary attaining the age of eighteen years, the Co-Trustees shall pay to the
beneficiary the principal of the beneficiary's fund.
ITEM THIRD:
3.1. I direct the Co-Trustees to divide the corpus of the trust estate into as many
equal shares as there are minor beneficiaries of mine then living and to set up a separate
trust for each child.
3.2. I authorize and empower the Co-Trustees in their sole and absolute discretion
at any time and fran time to time, to disburse fran the principal of any trust estate
created under this ITEM THIRD (even to the point of ccmpletel y exhausting the same),
such aIOC>unts as they may deem advisable to provide adequately and properly for any
emergency or extraordinary expense of the current incane beneficiary thereof, their
spouse and children, including but not limited to, expenses incurred by reason of illness,
disability and education. In determining the amount of principal to be so disbursed,
the Co-Trustees shall take into consideration any other income which such beneficiary
may have fran any other source, but not their capital resources; and the Co-Trustees'
discretion shall be conclusive as to the advisability of any such disbursement and
the same shall not be subject to judicial review.
3.2.A. I also authorize and empower
- 2 -
in the case of any beneficiary under the age of twenty-five years so requesting, to
advance out of such beneficiary's share of the principal the amount requested. However,
if the Co-Trustees, in their sole discretion, deem the requested amount unreasonable,
the Co-Trustees may advance out of such beneficiary's share of the principal such amount
as the Co-Trustees, in their sole discretion, may deem advisable for any worthwhile
and reasonable purPOse, including but not limited to, investment and business purPOses.
3.2.B. I expressly authorize the Co-Trustees to hold the principal of my trusts
undivided until actual division shall became necessary in order to make distributions;
to hold, manage, invest, and account for the several shares or parts thereof by
appropriate entries on the Co-Trustees' books of accounts; and to allocate to each
share or part of share its proportionate part of all receipts and expenses, provided,
however, the carrying of several trusts as one estate shall not defer the vesting of
title in, or possession of, any share or part of a share of my estate.
3.2.C. The interest, whether in principal or income, of any beneficiary hereunder
shall not be subject to voluntary anticipation, encumbrance, alienation, or assignment,
either in whole or in part, nor shall any such interests be subject to any judicial
process to levy upon or attach the same for or on behalf of such beneficiary's creditors
or claimants while in the hands of the Co-Trustees.
ITEM FOURTH:
4.1. My Personal Representatives, Trustees and Guardians of Estate, or such of them
as are appointed in this Will, shall have the following powers in addition to those
vested in them by law and by other provisions of my Will, applicable to all property,
whether principal or incane, exercisable without court approval, and effective until
actual distribution of all property. Such list of powers is not exclusive and it is
not meant or intended for the POWers hereinafter set forth to be exclusionary and in
derogation of any remaining statutory powers:
4.l.A. To accept and retain any or all of the assets, real or personal, including
investment securities, and real estate which may at the time of my death comprise my
estate, if they shall consider it expedient and to the advantage of my estate to do
so, without being liable for any diminution in the value thereof;
4.l.B. To invest such estate property in securities other than those designated
as legal investments under all applicable laws of the Cornnonweal th of Pennsylvania;
4.1.C. To sell at public or private sale, to exchange or to lease, for any period
Iu~j p( Jloyd ~
, 0
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of time, any property of any nature whatsoever and to give options for sales, exchanges
or leases, for such price or prices and on such terms as they may see fit, and to make,
execute and deliver to the purchaser or purchasers thereof good and sufficient deeds
of conveyance therefor, and all assignments, transfers and other legal instruments
necessary for passing of title and ownership thereto absolutely and in fee simple,
free and discharged of all trust, without liability on the part of the purchaser to
set to the application of the purchase money;
4.1. D. To allot any share as undivided interest in any property, real or personal,
constituting a portion of such share and to make joint investments therefor;
4.1.E. To make distribution in kind, or partly in kind and partly in money, as
they may deem proper and at such valuations as they may establish therefor; and
4.1. F. To execute and deliver any and all instruments in writing which they may
deem advisable to carry out any of the foregoing powers. No party to any such instrument
in writing signed by them shall be obliged to inquire into its validity or be bound
to see to the application by them of any money or other property paid or delivered.
to them by such party pursuant to the terms of any such instrument.
ITEM FIFrH:
5.1. Should the principal of any trust herein provided for be or become too small
in my Co- Trustees' discretion, so as to make establishment or continuance of the trust
inadvisable, my Co-Trustees or my Personal Representative may make inmediate and outright
distribution of the then remaining principal balance and any accumulated. or undistributed.
income to the beneficiary or beneficiaries in the proportions they are then entitled.
to receive.
5.2. If any such beneficiary is then a minor, distribution may be made to the minor,
the person with whan the minor resides or the person who has the care or control of
him or her, wi thout bond, and the receipt of such person shall be a complete release
of my Personal Representative or Co-Trustees.
5.3. UfX'n such tennination, the rights of all persons who might otherwise have. any
interest as succeeding life tenant or in remainder shall cease.
ITEM SIXTH:
6.1. In order to clarify this trust, I want it understood that I have appointed FULTON
BANK, its successor, successors or assigns by any merger, conversion or consolidation,
jf~~AI ;f dt1jd ~
- 4 -
as Co-Trustee of this estate, with the sole responsibility and authority of managing,
investing, and administering the trust assets. It shall have absolutely no authority
or discretion regarding the distribution fram this trust estate. I also want it
understood that I appoint my daughter's husband, SAMUEL S. WNG, as Co-Trustee of this
estate with the sole responsibility and authority of directing FULTON BANK to disburse
the income and principal of the trust as said Co-Trustees shall direct in accordance
with the authority and power herein granted to them.
ITEM SEVENTH:
7 .1. All of my insurance policies which provide indemnity for the loss of any of my
personal or real property by fire, windstonn or other similar casualty (including any
claim for the loss of any such property which I might have at the time of my death
against any insurance company), I give and bequeath, respecti vel y, to those persons
or corporations, as the case may be, who shall becane the owners of such properties
by reason of my death, whether such ownership be acquired under provisions of this
Will, by survivorship or by other means..
ITEM EIGHTH
8.1.. I direct that my Personal Representatives, Trustees, and Guardians of Estate,
or such as are appointed in this Will, as well as their successors, shall not be required
to give bond for the faithful performance of their duties in any jurisdiction in which
they may act.
ITEM NINTH
9.1. All federal, state and other death taxes payable because of my death, wi th respect
to the property forming my gross estate for tax purposes, whether such property passes
under this Will or any Codicil hereto, or whether such property is owned by myself
and others jointly or by the entireties or is proceeds fram insurance on my life,
including any interest or penalty imposed in connection with such tax, shall be paid
out of the property devolving under this Will, or any Codicil hereto, or any person
owning or receiving any of said property not passing under this Will, or any Codicil
hereto.
10.1..
I appoint my son, MICHAEL G..
ITEM TENTH
WARFFL~~r:f ~~)~.
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10.2. Should my son, MICHAEL G. WARFEL, predecease me, fail to qualify or cease to
act as Executor, I appoint my daughters, ROBIN W. PETERS and VICKIE L. LONG, or the
survivor of them, Co-Executrix of this my Last Will.
10.3. Should my daughters, ROBIN W. PETERS and VICKIE L. WRi, predecease me, fail
to qualify or cease to act as Executrix, I appoint FUL'IDN BANK Executor of this my
Last will.
IN WITNESS WIJmFDF, I have hereunto set my hand this .36 ,.. L.. day of
'Ss>~ '"Y' \"'-'"'1 ' 19 _J~L
4n~! /^ :)1/~~
Lucy L W~fel
ACKN<:mLEDGMENT
C'Ct>M)NWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
55
"!' w~ L. War~e1'~A:"t,;'-, (!tmA~o;/ , (hru r ~~-
and~.J..y.~ ' th Testatrix and witnesses respectively,
whose names are sIgned to this 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 that she signed it willingly (or willingly directed another to
sign for her) and that she executed it as her free and voluntary act for the purposes
therein expresses, 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 that time eighteen ( 18) or more years of age, of sound mind and under
no constraint or undue influence.
~1:~fi Q1Y-ayL
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~'0-'.j~ On -tof Y
Wltness
4rLiU t ~ith~L
Wltness
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Witness
Subscribed, sworn to and acknowledged before me be Lucy L. Warfel, the Testatrix,
and subscribed and sworn to before me by the above-named witness, this 3l)T~
day of ~\. p:Q wJr-LI\. ' 1994.
~ ct.~ ~l4
Notary Public
MCE:
NotaiaJ Seal
UndaA. Van Brunt, ~ Pt.tic
Harrisburg, Dauphin COunty
My Commission Expires July 22. 1995
Mem~r, P.nntytvn~
- 7 -
CERTIFICA TION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Lucy L. Warfel
Date of Death:
September 9, 2001
Will No.
2001-00872
To the Register:
I certify that notice of estate administration required by Rule 5. 6( a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on December 14,2001.
Name
Address
Vicki Long
75 Furnace Road
Airville P A 17302
Robin Peters
52 Schoolhouse Road
New Providence P A 17560
Michael G. Warfel
1077 Country Club Road
Camp Hill P A 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE.
Date:~ J<< ltfJ/
onne M. Hursh
229 State Street
Harrisburg PA 17101
(717) 238-6014
Capacity: Counsel for personal representative
REGISTER OF WILLS OF CUMBERLAND COUNTY
REPORT OF STATUS OF ADMINISTRATION
(For Resident Decedents Dying Arter JOuly I, 1984)
ESTATE NO. 21- 01-0872
0;/
Name of Decedent: Lucy L. Warfel
Social Security Account No.: 192-30-7132
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Date of Death: September 9, 2001
1
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Name of Personal Representative(s):
Michael G. Warfel
l..:......;
Capaci ty
(check one)
Executor
Administrator
x
Administra tor c. t.a.
Administrator d.b.n.
Is. the administration of the estate complete?
Yes
No
x
If "yeslt., how was the admi nistra tion ended? (check one)
By court accounting
By account stated to parties in interest
Did the parties release the
personal representative?
Other (explain)
Total amount paid to da te to credi tors and for funeral and
administrative expense
$ 31,402
If administration is not complete, estimated value of assets
still in administration
$ 52,880
$ 285 .996
Total value of distributions to date to beneficiaries
NOTE: This status report is due no later than the due date for filing the Pennsylvania
Inheritance Tax Return or. if no Inheritance Tax Return is required. nine (9) months
after the date of death; if the administration ot the estate has not been concluded.
a summary report shall ?e filed annually thereafter until the administration is complete.
I certify under penalty of perjury that the foregoing information is correct to the
best of my knowledge, information and belief.
Oate: O~lO'3 ,~~02
This report must be signe<J by the personal repres~ntative, or one or them when more
than one, or by counsel for the estate.
.;
(
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
j
55:
Michael G. Warfel
being duly sworn
according to law, deposes and says that he is the Executor
Lucy L. Warfel
of the Estate of
late of _ Ca!!lP~J.-)J_________ - ------ I Cumberland County, Pa., deceased and that the
within is an inventory made by Michael G. '..J"arfel " the said Executor
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.
S0-tlll~
and subscribed before me,
~JLQ~~r
Oec,ernb,~y /q
~ R{h~y
~9 aOO /
1077 Country Club Rd.
Notarial Seal
Loada R. Coulter, Notary Public
HIlntsbuFg, DalSphin County
My CommIssion Expires Dee 13. 200~
Camp Hill~ FA 17011
Address
Date of Ddath _-
9
Day
Septemher
Month
2001
Year
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 assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
_\\~
w.
). (
Jnventory of the real and personal estate of
Lucy L. Warfel
deceased
1. 45 acre farm located at 52 Schoolhouse Rd., New Providence,
Lancaster County, PA.
250,000 00
2. 1+ acre rental property located at 385 Cinder Rd., New Providence,
Lancaster County, PA.
79,000 00
3. 1/2 ownership interest in mobile home (total value $7,000).
3,500 00
4. 2000 Lincoln Town Car.
~. .17 ,0.00 00
5. 25 shares common stock of Metlife.
700 00
6. Miscellaneous personal property.
500 00
7. Fulton Bank checking account (JTvffiOS).
(total value $3145)
1,573 00
8. AM South Bank checking account.
17E 00
352,451 00
Total
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
HURSH YVONNE M
229 STATE STREET
HARRISBURG, PA 17101
-------- fold
ESTATE INFORMATION: SSN: 192-30-7132
FILE NUMBER: 2101-0872
DECEDENT NAME: WARFEL LUCY L
DA TE OF PAYMENT: 06/06/2002
POSTMARK DATE: 06/02/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 09/09/2001
NO. CD 001257
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9,321.70
I
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I
I
TOTAL AMOUNT PAID:
$9,321.70
REMARKS: MICHAEL G WARFEL
C/O DENNIS G HURSH ESQUIRE
CHECK#126
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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
HURSH YVONNE M
229 STATE STREET
HARRISBURG, PA 17101
-------- fold
ESTATE INFORMATION: SSN: 192-30-7132
FILE NUMBER: 21-2001- 0872
DECEDENT NAME: WARFEL LUCY L
DA TE OF PAYMENT: 11/29/2001
POSTMARK DATE: 11/28/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 09/09/2001
NO. CD 000571
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,000.00
I
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I
TOTAL AMOUNT PAID:
REMARKS: MICHAEL G WARFEL
C/O YVONNE M HURSH ESQUIRE
CHECK# 111
SEAL
INITIALS: CW
RECEIVED BY:
$6,000.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
/?-Y'-;?
\ BUREAU OF INDIVIDUAL TAXES
'" INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-22-2002
WARFEL
09-09-2001
21 01-0872
CUMBERLAND
101
.O?
.)jL
:'i B
DENNIS G HURSH ESQ
HURSH & HURSH
229 STATE ST l
HBG PA i~101
*
REY-1547 EX AFP (01-02)
LUCY
L
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
345,300.00
720.00
.00
15,876.83
20,401.48
1,572.34
.00
(8)
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 ~
i''fV'=is4j-E3f-AFP--lol-:02i--NoT-icE--oF-'rNHEififiifcE-T-Ai-A-PPRjrisEi"-ENT~--AL1-owiifcE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARFEL LUCY L FILE NO. 21 01-0872 ACN 101 DATE 07-22-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
31,212.43
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
383,870.65
36.371 19
347,499.46
.00
347,499.46
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
5.158.76
(1lJ
(12)
(13)
(14)
(15) .00 X 00 = .00
(16) 347,499.46 X 045 = 15,637.48
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 15,637.48
,-". ,"'.... IU:IL,.~~"'I (+J AMOUNT PAID
DATE NUI1BER INTEREST/PEN PAID (-)
11-28-2001 CDOO0571 315.79 6,000.00
06-02-2002 CDOO1257 .00 9,321.70
TOTAL TAX CREDIT 15,637.49
BALANCE OF TAX DUE .0ICR
INTEREST AND PEN. .00
TOTAL DUE .0ICR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: LUc.y L. Warfel
Date of Death: 5-eptem~ q, 200 I
Will No.: 2lD\ - 00812-
0J j 0 {....
..
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes ~ No 0
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.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 1)a
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal ;s>resentative state an account informally to the parties
in interest? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Com1
and may be attached to this report.
Date:~03 0 A-~/rJ-
Signature
r"--
Dennis G. ~
Name
&.0 N. UnlOl1 St.
M,'clclle+own fA )1051
Address
u
('.J
1 , 1. Cf3D . 0 (aDO
Telephone No.
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- :.......-""
Capacity: 0 Personal Representative
M Counsel for personal representative
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*~ COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.()601
::jt:~:~t~l~~. ~..:'::;')f.: ONt~.
c-
RE'i-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
11 - q- 7
.,,~. ........."......... ~~,.......-. ....'~. ...~.... ..... ....... ........ ..... ..,""'..... ......-.., ......"...............
FILE NUMBER
2/-01 0872
coomCOOE -YEAR- - NiiMieR- --
SOCIAl. SECURITY NUMBER
Ie; z - 30
t-
Z
w
Q
w
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W
Q
DECEDENT'S NAME (I.J\ST. FIRST, AND MIDDLE INITIAL)
WAR~EL)LU \ L,
DATE OF DEATH (MM-DD.YEAR) DATE OF BIRTH (M\4.l)O-YEAR)
Oq - Oq - ZOOI tJ3 ,.30 ~ /'73 if
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, ARST, AND MIDDLE INITIAL)
~
lIl::!Ul
u~lIl:
wll.g
:t;O.J
Ulflll
II.
c(
C?Slt Original Return
o 4, limited Eslate
k8I 6, Decedent Died Testatll (AIlac/1coP\' ofM))
o 9. litigatiOn Proceeds Receivlld
? /32-
THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 2. Supplemental ~elum
o 4a. Future Intere:lt Compromise (dato or aead1.fter 12.12-32)
07. Decedent Mai,'ullined a Living Trust (AlJach copyolTRI'ij
o 10. Spousal Poverty Credit (~II& .fdea1l1 batweon12-31-91 """1-1-85/
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING
o 3. Remail\(jerRetum (daIaOrd~priorro 12-13-821
o 5. Federal Estate Tax Relum Required
Q 8. Tolal Number of Safe Deposit Boxes
o 11. E1eclion to tax underSec. 9113(A) (AI18ehSdlOI
NAME bfHhl15 G. HlJPls(-.I, E5G.
ARM NAME 61 Appicoble, 1-1 U /2. S H t-- 1-' U KS H -'
TELEPHONE NUMBER '7 I '/, 23 B r 4.5 LIlt,
1. Real Estate (Schedule A)
2. Stocks and Bonds (ScIledule B)
3. Closely Held CorporatiOn, Partnership or Sole-Proprletorship
4. Mortgages &. Notlls Receivable (ScIledule D)
6. Casl\. Bank Deposits & Miscellaneous Personal Properly
(SclIedule E)
6. Joinlly Owned Properly (ScIledule F)
o Separate Bilflng Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
6. Total Gross Anels (lotal Lines 1-7)
9. Funeral Expenses & Administrative Costs (ScIleduie H)
10. Debts of Decedent, Mortgage liabilities, &. Liens (&Iledule I)
11. T01aI Deductlons (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental BequeslSlSec 9113 Trusts forwhicllliO election to lax has not been
made (ScIledule J)
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14. Net Value Subject to Tax (Line 12 minus Line 13)
COMPLETE MAlUNG ADDRESS
22-q S, A IT. ;:)T
HARRI56Uf~G PA II/DI
!~ /1
01 . '-'" .
':1)
3 L/ 5, 3ffD / /YD
.
1m. D-o
rN"~'~'Y't~I~~::~'~)I;;1~'Tr~;~~~~-)~iry"~~~'~.'l
(2)
(3)
(4)
(51
It: .~r;li ()..1
:">l'~ lP'UJ
26 , L/o./, 4 g
~
(6)
I's>-'2,34
.
. ~
I....'."..'-..........,.,y...,..-......^_...,........,.,"'".,......_J'.........J'..........,....,.,.v......................-......;
(9)
(10)
(8)
':::312./2.L.J3
515B.1lP
353. ,B7D4I1D5
,
(11)
(12)
(13)
3lu/371,/Q
3 4/ ) 4qer. 4~
(14)
3 q 7 Ilf9 C[, Ll(p
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amount of l.ine 14 taxable at lhe spousal tax
rate, or transfers under Sec_ 9116 (a){1.2)
z
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....
~
Q.
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16. Amount of Line 14 taxable at ~neal rate
17. Amount of Line 14 laxable et sibUng rate
18. Amount of Line 14 taxable at collateral tate
20.0
314 7 14qq."l.f1o
,
x,O_ (16)
)( .0 :L2. (16)
x .12 (17)
l( .16 (18)
(19)
16 , 11I3, / Lfg
.
/ 5, ~[P.37 . t.J.g
.
.. .. . . . I
...
"
Decedent's Complete Address:
STREET ADDRESS 1011 (OUNlk'! CLUe, ROAD.
CITY
I STATE
P,A
I ZIP \1011
CAMP H\LL
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
(PODO,OO
?;f5. 7~
Total Credits (A" B .. C) (2)
10 3 15. 7 ~
3.
InteresllPenalty if applicable
D. Interest
E. Penalty
4.
TotallnteresUPenaJty ( D .. E )
If Une 2 is greater than Line 1 + Line 3, enter the difference. This IS thEI OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
(4)
(5)
(5A)
r~, e;31. q't
5. If Line 1 .. Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
q 12-1 I 7D
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BAlANCE DUE. (58) Of 3 Z I , 10
Make Check Payable to: REGISTER OF WILLS, AGENT
thI$.w.,*DaN.tltW~WWtE_\"4'ft'$$tj{_%ThW;&l.'HMWjlW_%Witl%MiWJW;a\*~iHi\1[_7i_1Wmlt~1:*g,@
PLEASE ANSWER THE FOllOWING QUES1'IONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................n' 0
b. retain the right to designata who shall use the properly transferred or its income; ............................................ 0
c. retain a reversionary interest; or................................................................................,......................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death
without receiving adequate consideration? ................ ............................................................................................. 0
3. Did decedent own an "in trust for" or payable upon d,~ath bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which
contains a beneficiary designation? ........................................................................................................................ 0
No
IKI
IBI
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~
~
~
[5r
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YEa, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DA~
010 0310~
Ob (I /( ()tJ.) Cuff} P H, / I, f7+ ) 1V /I
ER OT~ 7 THAN REPRESENTATIVE (I DATE L /yi
./1..---.1 \L/J ~ L <---2 L
ADORES&, I
L-2q ~n~rf/' SJIL;;hT ;hM.11 ) ~ b1 'l (; . ,,,0'1 / f- / J )
:mri.$.~~MWJFWt'M%1@l@l%tl.it(at..;mW@gt%W&tM'ETi\[&1%':k1.fint~JMJ.Sii%WM%m}__ml'=WW_um~_llltWW
For dates of death on or after July 1, 1994 and before January 1, 1995, the tix rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on Ihe net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, ani the statulory requirements for disclosure of assets and filing a tax retll'n 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 Iwenty-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. 99116(a)(1.2)].
The lax rate imposed on \he net value of transfers 10 orfor the use of the decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an
individual who has at least one parent in comman with the decedent, whethor by blood or adoption.
'"
'^
~V.,5Il2EJ('(1'911(Q
SCHEDULE A
RE:AL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF LUC'I L. WAP..F8.-
FILE NUMBER
21 -01 - 0872..
All real property owned solely Dr as a tenant In common must be reported at fair market value. Fair marllet value is dafined as the price at which property would be exchanged
between a wdling buyer and a wiling saUer, neithar being COmpelled to buy or sell, both having reasonable Imowledge 01 the relevant faClS. Real property which Is Jointly-owned with rlght
of
survivft"'hln must be 1I1....losell ^" Schellule F.
ITEM
NUMBER
1.
7ql ODD, DO
2.
DESCRIPTION
It" ()oe land +- hD!J:Sc.-loCa:k~d a.t ~g5 ClnC1.eV Rd. J
IJ ew Hov j dcyu.e. I lOw rv5 ("i f 0+: Pro V i eLl'vI U J LCU'1 ( CfSl-e r
Count'll PA l75lPO I Tax Parcel -# I~~" 13-3-1
(Sale. ~: l-H-e H\ 0\+ '5 hee+ edt-a (Jud )
45o.Ut -fal TV} loca+ed a+ 6~~ 5chooJhOlJQ:. 'R.L-l/ NeCAJ
P~"OVI'CLfYlU ) -row~)Shl.p o.~ '11DvidenUJ Larua S.j'('r'
CoUf\~' PA J ICt;.t: P(J),~.I -:Jj:-/G t-.1-2-2
(t--1cuJ<d- o.n{1lysl~ CtH(r Cl-,(d-apPrzl (sa..1 vaLtte- used)
VALUE AT DATE
OF DEATH
'2ttJu ,300 I lID
TOT At (Also enter on line 1, Recapitulation) $ .:3 ~ 30tJ I OD
(If more space is needed, insert additional sheets of the same size)
--0:
."\
..
A. Settlement Statement
u.s. Depalmanl 01 Housing and Urban Developmenl
........ M_
LANDTRANSFER ",'
I. g~lA 2. g~~'IJ^ l. OOlnv. IJnln..
o fA < --..
e-mail: setlle@londtronslerco.,:om 6. FIL.l! NUMUER 17. LOAN NUMPBR
44007
8. MORTOAGfi INSllllANcn CASE NIJMOnR
C. Nola: Thl. fClf1llIo ..m1al1od 10 g1... you. ""_1 0( ..lull ..._.n.....to. "",ounl. poId '0 and by Ill, 11100""", ogan' "' .hown.
It,m. mllk.d -(,.o.a.r..rt plkl OQJaJD.be cloal'= .,. sbllNl11 hi" for In'orrnaUon ~~.. Iftd .,. noIlndudttd In ,n. ~tlll..
~~~!~ ::l!::.t ~~!:P~~~~:~ ~::". lei ,~. lInU.d Ill'" em IhI8 or." Gth. 1kn1111 form. ,.Nl0.. upon
D. NAMS OF BORROWWt: Christ B. King and Malinda G. King
.nnn"u. . n~ 17~';n
ll. NAME OF SELLER: Estate ofLu;y L. Warfel pa 1701 t
. """c... In77 Cnnnf1'" Cluh Road ("am" Hill
F. NAMl! OF LENDER:
, """ CO".
O. PROPBRTY ADDRESS: 385 Cinder Road, L-!, New Providence, Pa 17560
Township )fProvidence
n n
H. SETTLEMI!NT AGENT: Land Transfer Co., Inc., Telephone: 717-397-3300 Fax: 717-397-6283
PI .".,,0 We.' ~:'~'e !':lTe-t rl".~m;lI" - Po 17~~1i
. ""...... ~..~-~.-. l"/'J "2nt\',
.1. <>, UI" ' : TRANSAf'OTI"~I. l< C>' 'u!- <>"" '" .
,on "'con"" ._, ,_. ,,~ Ann . ~~ ,,~, , ~n.
,ft, 79 000.00 ... 79.000.00
,", .n.
4"'" e:"'flamBnt cha'V.. 10 oorrnwAr fling 14001 1 571.75 ...
.n. ono
'M' .n.
',-"- . , ~"'''.n"a
,nR 12 21 101.-1:.1 IJl '01 .70 on. 12 21 01'n12/31/01 .70
"" 12 21/01'n12/31.'01 8.41 An> 12 21 01,-12/31101 e.n
10. 12 21/01'ft06h0102 444.23 .n. :1.2 21 01.-06/30102 444.23
100. on.
un Hn
... ...
... H'
l?n OM BORRO\fl/F'R 8:1. 025.09 ..,,, ----- , "ft. 79 453.34
.,nn _ "._u I:: n" onn ..-...- IC'A
70. 1 000.00 ,ft'
~n. .n. , ..nn' 5 787.00
'M ""llln!J.lllllUlUlltluulll.cl to ~..JXiIIlaa.lUlll'lJ.lWu1JbJl.'ln
.n. .n. 15 876.63
Vulton Bank
,nli .".
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.", ,ft, ,
,.. on.
.n. .nn
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210, ,.n ~....~_..
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7H, ...
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??n T....T ^' 1 000.00 .?n TnTA" ,,,.. 21 663.83
.:lOll. $;II.St:l.AI SETTLEMENT FROM OR ."" ''''''I 's:
.ft< ,.n' 81 025.09 .n. 79
4S3.34
.no 1 000.00 an.
21 663.83
M'l, , BO 025.09 M'l I"b.!:l\.l Tn !:l'" , C'A
57 789.51
8UlM'nlU'TI FORM ,0" aeUSlaTA"""ENn lh,lnrormlll1Sen conlalned "",.In lelmf)on t, In,
:n":f~'':o"v:=-'t::i:''J:;..:===.~u:i~''':=ll~. "em I. nq\.t,ed '0 b. r:;ar,:S M~~ -.r.~~~~~:::':i::: ~~,:~~c;a,.~~';.,: t.."":;;,~: r:~-"~~. ntul
Youa,...,ul,.If tlVlaw 10 pro"I''''. ."t~'.o.nl~.d. TalllD No. ~ .
....rM.,.~Y'IU IhItti, _..bI'ClIo ~MI,. erlNlnal J'enelUe.lrnpo." bY b';'. Ul\Gtlr ptna'lAM a(p:"~!,Qrr c~rL~.paY"'ld"'''tGItfon numtli.,.l(yop, ilia noc PIOVfdeVOlWHfRe'.....)'w..IUlIJeaj1oJ
11N: .. ... '," <<...., IIMfJ\fmht.hoW'l)onlh.....''''''''''''myOOffHllhPlJWId.ntlflUtIOnnutnlt....
- -..~,_.._~- 81i1.\..I5R(SJIIGNATUA'E(SJ: I
aELL&R(8I New AlAlUNO ADD""",
SEU.u(S'l'HQf/1i NU_N,
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(W)
TIUo&pro.. SotUCl!'onl SYllom Prinled 1212112001 '108:58
RUV. HUD-I [\ ',,,,
,"'
u.s. DliPAllTMI!NTOF HOUSING AND URGAN O(iVELOI'MENT
File Number: 44997
SETIlEMENT STATEMENT I'AO'"
I PAID FROM PAID FROM
'7nn TnT" Inrir.AS79,000.00 . 6.000 .. 4 740.00 BORROWER'S SELLER'S
FlINOS AT FUNDS AT
7ft< , 10 SETTlEMENT' SemeMENT
7... . 4 740.00 In CB Kamel/ale sSJ:vicell GJ:oup
4 740.00
,... o no'" ., S.'""",.'" 195.00
7ftA I. CB Homel/aJ.e 'Servicea Group
Ann In4N
... u
... "-
.M "nn~l..l ~_
.ftA
.... ,"..
... ..n..n....
..7
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OM t, ... ....., ... M.
on.. 'n
... ,.. '0
OftA -
Oftt
,,,nn
.".. mh.IIIIS
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.Oft.' m, tqlS 1..96 fmQ
."". ~n "". 23.28
.... mn./6\' 70.38 I~..
.."" 0.00 0.00
.. nI\ TITt r:
....
".7
...., Tl".
.."A '1'".
.... Land ~!ranllfer Co. Inc. 50.00 20.00
.."" ... Notarr 2.00 '4.00
""7
n, .A. I
.... ,.. Land Transfer Co. Inc. '102.75
- . 11.Ot-1104 I
IIn,h,d..
.... o.
.... '79.000.00 . 702.75
....
...,
..n
.~nn
..". n. ,.27.00 . Ul'trlgagA S . R.I.... . 27.00
..,.. n..d,'190.00 . Merto.n. . 790.00
.... _. n. ..'790.00 , Moltnoco . 790.00
.,n. In LT l:ecordino Account 23.00
..n.
.,M
,.", s"'".u
"..
'.'01 .n Ma.r" E. Brooke 5.00
.....A . ".. I. Solanco School District. 10.00
....
,.... ----.-
n.T
"n.
..nn .~.. C.,lIel'ftn'l ... ., .'L .., .....-. ", 3. 571.75 5 787.00
HUD CeRTlFlCAnON OF 8U't'I!R AH" SI!l.LeR
I::"~ ='~='n::::-t~~~';\U:=~:=':oa;: ~r.t. :u~~~':W,:=~.:=,::.:.""r. it a. · flU. .nd aCcUrat. .,.,....'" of d r.c:"pc, illiG dJ.!)W't."..nt. ....... on my acaQUflt or 0
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~~t, "B-.Y.~
i:'.o.I4~ D ~
~^QQ~
......0 [ij"C)lLW.rt~ , '
~~~mcl~
M . log
~
1:'=:tr.J\~I!ll:r.m.'f:w~~a;r~:':.1:W~1=J~6~~~
CNlINCLUD! A PlNllAHO_"'_~!"r.1'OII r'!TAlU S9'\'<Tt.E 11,
u... eoDI81C1lON 1v.t NUl 8GrlOH ,,,0.
- . .~ -... . ........1;0
By;
.f SeIU.,.,.,., S.....-nt whlch I 'live pnIMrltd fa. vu. Md.~ KCOunl ~... ItanMc:t
... "'.wIIl.....II\. ~"'In _ord.....wII/llI\Ie ......_
1h . 1:Jj~ /0 { REV.liUO.' (J181i)
. .. . ~.c.----
HOMESALE SERVICES
GROUP
October 10, 200 1
330 WEST STATE STREET
PO BOX 3E16
OUARRYVlI.lE.. PA 17see
8UI. (717) 711-131lO
'AX (717) 7IW311
Lucy L. Warfel Estate
S2 Schoolhouse Road
New Providence, P A 17560
To Whom It May Concern:
In accordance with your request, this letter represents a market analysis of an
approximate value of your property. After looking at your property located in Providence"
Township at 52 Schoolhouse Road, Lancaster County, PA and being identified as Parcel
# 19 M-2-2 of the county tax maps, I feel that the fair market value for this property
would be between $250,000.00 and 5300,000.00.
Market Value as herein used is that price which a property should bring if exposed for
sale on the open market; allowing a reasonable time to find a purchaser who buys with
knowledge of all the uses for which it is adapted and for which it is capable of being
used. It is tbe expected price if a Bu~'er and Seller are fully informed and neither is
acting under compulsion. I have enclosed comparable sales of similar properties for your
review.
If you have any questions, I'll be glad to bear from you.
Sincerely,
Coldwell Banker Homesale Services Group
~~ar
Joanne Hersbey
Associate Broker
JFHIdb
An Independently Owned and Operated Member of Coldwell Banker Real Estate Corporation
. ..
___ Lancaster County ------~---------------------------- Interealty corp ---
Tax
-2
-2
Updated: 04/23/01
R.E. Tax:$
lRO .
2772.98 TaxYear:2001
Unit :
Zip Code :17560-9637
CarrierRte:R002
Zoning :R1
.
.
------------------------------
OwnElr Information
----------------------------
Owner Name :WARFEL GEORGE M
owner phone :717-786-3651
Owner Addr: 12/ /GOOD
Owner city :NEW PROVIDENCE
Mail Address:12 GOOD RD
C/O GEORGE M WARFEL
NEW PROVIDENCE PA
& WARFEL LUCY L
/RD
unit : .
Zip Code :17560-9630
carrierRte:R002
PA
____________________________ General Description ----------------------------
Class . 4/FARM Rms/Bladrms: 6/ 3 Bldq Sqft:
.
Exterior : 121.ASBESTOS Baths F/H: 11 cntrl Air: /UNKNOWN
Bsmt Type: 4/FULL year ~Built: 1979 Heat Type: 1/NONE
Pool . /UNKNOWN stori'E!s :1.50 Heat Fuel: /UNKNOWN
.
Garq Type: /UNKNOWN Garg Capac: Water . 5/WELL
.
Fireplaces: Sewer . 3/SEPTIC
.
------------------------------ Lan.d Information ------------------------------
Land Assmnt:$ 191400.00
Topography : /UNKNOWN
Latitude :39.90
Lot sqft : 1977624.00
Frontage :
Longitude :-76.204048
Acres :
Depth :
45.40
------------------------------- Sales History --------------------------------
Curr Owner :GEORGE M WARFEL & LUCY L WARFEL
Deed Date : Sale Amount :$
Prey Owner :&
Deed Date Sale Amount :$
Book :
paqe
paqe :
244
1 Book :W-75
----------------------------- Lega.l Information ------------------------------
Block
Legal
:2 Lot :2
:ACT 319/ACTIVE PROPER'l'Y
Census Tract :0144.012
Type of Sale :Blanket
----- INFORMATION DEEMED RELIABLE, BUT NOT GUARANTEED -----
----- BASED ON LIMITED DATA CURRI:NTLY AVAILABLE FROM COUNTY TAX RECORDS -----
::==------
'"
-
---.-'- .' -"-
~
_ .., Co" c.
:) G."
~~.,
/
/
~
m
~
1\
If' I ,,'I\V II
-
e \.I,\~~I ". \)'i"
(<\
'0:-
\1.1\ Sf ~ 0
\ '"
\ ..n \9tJ\';l
\ <
-
I ~
oJ ~
f.l
'2 e.\ c..pI:..
'9",,9
~
&4 1 CJ\c.
-
, \
. ,
. Lancaster Co Assoc of Realtors
~I 90376 CD: CBHS06
LD: 139 SCHOOL HOUSE ROAD
:AJ: NEW PROVIDENCE
~: 36/*LANCASTER TN:*520-18M -10
)E: '1'-880014 ZN: AG
."_~_____________---------------.. FARJt1: INFORMATION
___________________~_____ 10/09/01 - 01:18 f
AR: 32/S0LA 3 STATUS: S IFF
ZP: 17560- LP: $ ~~i900C
MN: 56K4 TP: 520
-2
II: 1
SF:
-----------------------------
l'YPE FRM: DAIRY, , , ,
3UILDNGS BARN , CORN BARN , DAIRYBIUlf , TOBACSHD ,
QINBARN STANCHNS" ,
3TEER HOG:
:lORSE 1-10 HEN:,
SILOS 13-16WDT, ",
JCCUPY , BEDS: 4 BATHS: 1.01
DWELLING 2STORY " COND : A VG ,
DIR:272 SOUTH OF WILLOW STREET,LEFT ON SCHOOL HOUSE RD TO HOLLOW RD,PROP ON LF
REM:PC4499 DAIRY FARM*AMISH EQUIPPEU*EXTRA LAND TO RENT*READY FOR USE THIS
SPRING
,
AC:
TA:
PA:
WA:
36.
3l.
2.
2.
---------------------------- ADDITIOJfAL
INFORMATION
---------------------------
FRNTG: 1000 ROAD: TOWNSHIP,
TERRN: ROLLING , ,
SOIL : , , ,
MISC : GARAGE ,GRAINBIN,WORKSHOP,
DAIRY: 1-10BOX ,31-40STN, ,
----------------------------- UTILI1ry
,
,
,
,
INFORMATION
,
,
,
,
,
,
,
,
----------------------------
HEAT : NONE , ,
SEWER: 1-500GAL, SEPTIC , WATER: STREAM ,WELLDRIL, ,
---------------------------- FINANCIAL INFORMATION ---------------------------
AS:$ 128200.00 CT:$ 350.63 ST:$971.76 '1''1':$ 1322.38
FINANCE: CASH , CONVTNL , , ,
IIIIIII ASSESSMENT AND TAX AMOUNTS MAY NOT REFLECT REASSESSMENT IIIIIII
--------~-------------------- OFFICE INFORMATION -----------------------~-----
LID : RUT3779 ANM: RUTT, KENNETH APH 940-9025 LD: 02/19/0
PHOTO: MLS-TAKE BNM: CB/HOMESALE SERVICES SPH: 717-786-1300
POSS : 60DAYS SA: 2.5% BA: 2.5% TL: 2.5% FAX: 717-786-8311
NAME : DAVID & REBECCA ALLGYER
INTERNET EXCLUSIONS : , , , ,
--------------------- UNDER AGREEME~T/SOLD INFORMATION -----------------------
UA: 02/27/01 DOM: 8 TERMS: CASH ,
so: 04/19/01 SP: $ 310000 SID: RUTJ779 SNM: RUTT, KENNETH SB: CBHSOI
III PLEASE ENTER MORTGAGE AMOUNT, MORTGAGE %, CONCESSIONS & OPERATOR NAME III
FT:
III THIS INFORMATION, WHILE BELIEVED ACCURATE, IS NOT GUARANTEED. III
f
)riqinal search criteria:
3TATUS:A,S AR:32
- Lancaster Co Assoc of Realtors ---.---------------------- 10/09/01 - 01:18 1
(L# 66310 CD: CBHS06 AR: 32/S0LA 3 STATUS: S 1Ft
M>: 1123 HOLTWOOD ROAD ZP: 17532- LP: $ 28000(
LO: HOLTWOOD MN: 56010 TP: 170
CN: 36/*LANCASTER TN: *170-2(JL -1 -2
DE: 4561-0112 ZN: AG II: 1 SF: 2016
------------------------------- FAJUI INFORMATION -~------------~---~-----~~~--
TYPE FRK: BEEP ,DAIRY ,GENERAL ,HORSE ,PRODUCE ,POULTRY AC: 51.
BUILDNGS: BARN , BEEFBARN , DAIRYBRJf , HORSEBRN, IHPLSHED, TA: 48.
MAINBARN: HILICHSE ,MILKSTBL,STANCHNS, " PA: 1.
STEER : 1-50 I HOG:, WA: 2.
HORSE : 1-10 HEN:.,
SILOS : 13-16WDT,<60-HGTH,HARVSTR ,SEAL, ,
OCCUpy : OWNER , BEDS: 3 BATHS: I
DWELLING: 2STORY I FRAME , COND : FAIR
DIR:FROM BUCK, 372 WEST, 1 MILE ON RIGHT
REM:51 AC AMISH WORKING DAIRY FARM IN MOVE IN CONDITION W/MANURE STORAGE
WOULD MAKE A NICE HORSE FARM
,
,
,
-------~---------~-----~--- ADDITIONAL INFORMATION -~--------------~----------
FRNTG:
TERRN: ROLLING ,
SOIL : LOAM ,
MISC : ,
DAIRY: COMFORT I
ROAD: STATE
,
,
,
,
,
,
,
,
,
,
,
,
,
, ,
, ,
UTILITY INFORMATION
,
HEAT : OIL" ,
SEWER: CESSPOOL,DRAINFLO, WATER: WELLDRIL, I ,
~---------~------------~---- FINANC:IAL INFORMATION ------------~-~-~-~--------
AS:$ 131800.00 CT:$ 334.11 ST:$ 999.04 TT:$ 1333.1€
FINANCE: CASH , CONVTNL , , ,
IIIIIII ASSESSMENT AND TAX AMOmlTS MAY NOT REFLECT REASSESSMENT IIIIIII
~-~---~-----~---------------- OFFIc:E INFORMATION -~----------------~----------
LID : ST07314 ANM: STOLTZFUS, I RAYMOND
PHOTO: TAKE BNM: CB/HOMESALE SERVICES
POSS : NEGOTBL SA: 2. ot BA: 2. O:t TL: .0%
NAME : DAVID << LIZZIE ESCH
INTERNET EXCLUSIONS : , , , ,
--------------------- UNDER AGREEMENT/SOLD INFORMATION -----------------------
UA: 01/05/99 DOM: 50 TERMS: CONVTNL ,
SO: 04/01/99 SP: $ SID: ST07314 SNM: STOLTZFUS, I RAYMOND SB: CBHSO
III PLEASE ENTER MORTGAGE AMOUNT, MORTGAGE %, CONCESSIONS & OPERATOR NAME II#-
FT:
III THIS INFORMATION, WHILE BELIEVED ACCURATE, IS NOT GUARANTEED. III
APH 717-548-3785
BPH : 117-786-1300
FAX: 717-786-8311
LO:
11/16/9
t
Rl;v.I5Il3tl\ .(1-97)
.
SCHEDULE B
STOCKS & BONDS
ESTATE OF
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDE D ceDeNT
LUcY L. WARFEL
FILE NUMBER
21-01-0872
An property jolntly-owned with right of survivorship must be disclosed 011 Schedule F.
ITEM
NUMBER
1.
DESGRlPTlON
75 ShufeS \'-Ilet li.{:e J 'Y\C- .
CD (adevd- cl/.ed 0 Y1 0. SU.11 <1 O~I (Los! y~ pr i ~ on (lext
.bu Sf n e ss dO-~ --fOl!CMli Y18 D. 0 I D - Wets $28. 8D F-Y S--I..tClr e)
"
VALUE AT DATE
OF DEATH
'720, 00
_ TOTAL (Also enter on line 2. Recapitulation) $
(If more space is neuded, insert additional sheets of the same size)
--
'120. 00
_,.a,,,,", '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF L-U( V L, WARF EL
SCHEDULE D
MORT(jAGES & NOTES
R1:CEIVABLE
FILE NUMBER
'2..1 -0 I - D872.
All property Jointly-owned wlth the right of slll'Vivonlhlp ml/St be dlsclos~d on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
headen+ persona !La 0. U (U (f n';(ftL a. loon fii7Hl -:-a Hun &llk...
to l?tVle-fi [I Q/i.,.1 Rzrl,j~ L, Pek e;:, Said loan was >€Gured
by Ct (\'lO(+jo'5~' ~l~~t a,H-~!c~!(C~ h deudcn-t S t-Fal fsl-a+c.
IOC6Jed 0+ ,b6- (; l1(tl'l t;(t, New gDVJ(1-Cri<<-., P,LL
~~ Dri-q C!3c 1'1ok \V p 5 r Fg U i 'if c} Tn L c pa uj Drt" c/J ..~:a U:..:.
of di\~L"f. ,-l.d .(f cd f s~o~~',' .A((~,\,-(II~'~ lj! ,~obn L. Pekvs
O\Mcd Ilo.Y.1\\I"\.tjlo-estt.'hC my' +111$ !J/);j :/\ifl"l.f.,j-
'oJ 'I .... J'" ..... of.
VALUE AT DATE
OF DEATH
/E, 81{P. 83
TOTAL (Also enter on line 4, Recapitulation) $ 15/ B 7 t.J J 8 ~
(If more space is n(:eded, Insert additional sheets of the same size)
Rf\I,'5lll Ell.. (,.g~~)
SCHEDULE E
CASH, BANI( DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DeCEDENT
ESTATE OF
FILE NUMBER
21-DI -D'i7Z-
L t) L'I L, WA l;"r-: EL-
Include the proceeds of litigation and the date the proceeds were received by the estatl. All property Jolntly-owned with the rigbt of swvivorship must be disclosed on Sclledule F.
ITEM
NUMBER
1.
z.
'3,
4-.
5,
(P,
7,
I
VALUE AT DATE
OF DEATH
DES:RIPTION
C.heC/C!f1jArcf- It rlqft, 521OUOS4-
1.7'1,;',
Am 50 ufh fun k..
Pine [letS "Po. rtL O(h'U,...
4325 'Parl'-. Blvd.
-Pj net LaS fettle.. "FL 33781
rLLlfon tcu"dc,. 5av(r'~r:?A(d'-# IZ.c:fLj '.,04CD
PO. BDx qB67
L.ClncClS.ky PA Il~04
zoro Lil""lroln TDwn (ar.
(5olcl tr: (qn+m.l Lir',(61~.- f'.~7r.~.W'l/-(OP~ Dt chfc/.c -jOy .
.ne+ vJr()wds. 0+ 1 Cf431 A 1 a !r;,r(jU'(.t'- CUt hocllitll Ctf)Cl/nst ,t
of 1776JB,D3 tv f-Ctuner5~'&:i(\k - 5fe 5c~ud.u(.e- 1:)
Yz. owne.rshlp ir'1--eV(,$t-- '/0 mDb;k. ho\"Y)-C' ) o ((<..+ecl
\1\ ~\oy-\cLC~ (,ee Q..ttnchcd no+t. -liVrYi mDbdf. )-lOn.l( FlYk..
TY\o.Yla~( re!(.ttiV'E'10 VCt.U..LC. (f: mobile honu)
M i 5cellane.ovs pe/r:50Y\.o..1 frere- Y"6:.(
Qo..P\-\-oJ @,u,t<2 {voss. - retund Or; f~('p.r.(.id h{a 1'1+1 iv1$..o I (i J)c.c
'P r- -e rY'I i \) ('()
Don~a1 Jl1.S.ur71Yl~€.. (0, ~ refUr1d 0-( pt'(?paid tw:w. inwranu prRMilJtII
&&4.31
1'1/DOO,{)D.
.1 150.-rjD
5DO, DD
28&,bO
2..3 I DO
TOTAL (Also enter on Hne 5, Recapltuladon) $ Z Di L/ 0 I. li/.B
(If more space is Mooed, Insert addItional sheets of the same size)
--
'h.o 00,
..'
L,.~ ~\..~ --t~,K :,~\~ " . . .
~\..i. ,-'+ ~ \''',0 cb -\~ ,I. ~.r~~ ~
"~j G~-\-: ~ f) /;' \ ~b. C) "s
~~ \.c._ U-- '^-~ ~'~'f'~
~ ACCOUNT NUMBER/
~ NOTE NUMBER
o Deposit
o IRA FutureFund Deposit
CJ Loan Payment
o Cash-A-Matic Payment
10 Christmas Club Payment
~D Safe Deposit Box Payment
,. .u
L~ ~\~
"
. ~
c:\t 1) l{- ~ L. G ')
NTS
[] Savings Withdrawal
o IRA FutureFund Withdrawal
Type
o Home Equity/Executive Une
of Credit Payment
o First Virginia VISA/MasterCard
Payment
o Utility Payment
Type
o Other
~ Deposits arll madllto this bank or any First V:rginia m,mb" bank LOBn paym,nts 10 any First Virginia IInlity for whiCh this bailie iJ:tI
... for which Ihis bank acts as B(lent. Dllposits may not be avaifabls as a(lent may not be credited until received by that enlity.
for Immediate withdrawaL Checks and other i'ems are receivad for
depOSit Subject to /hI terms IIId conditions af yaur First Virginia ,
blllkai;count,g/'N~rt'102 001 0009 10/15/01 10:07 02695677925 LD
CENTRAL LINCOLN-MERCURY
CHAMBERS HILL AND PENHAR ROADS
HARRISBURG, PA 1711.1.
(717) 564-3055
IIlEII __ __
ALLFIRST BANK
HARRISBURG. PA
~
313
026034
--
-
AMOUNT
C26034 10/lU/2001 DH 1001 $ 9, 4 8 1 . ~n
PAV
TO THE 1. ... * NINE THOUSAND FOUR HUNDRED
0II0ER
O~ /
ESTATE Of LUCY L \~AHfE L
U'O 2 ~O 31.11' ':031300 a 31.1:
2 2 .3 bB 3 5u'
CENTRAL L1NCOlN.MERCURY.INC. . HARRISBURG, PA 17111
DETACH BEFOAE DEPOS:TlNG
GL # CONTROL REFER
2010 0007108A
AMOUNT DISC/MEMO DESC
9481.97
, Df:! LO/JO/01 C26(131
10/10/0! 08;01
PURCHASED 2000 LINCOLN TOWN CAR fORM THE
ESTATE Of LUCY L WARfEL VIN t lLNHM81WXYY78314Y
~ luj;YfJl
..
~
~
Tom Mulvey
<flrn@gte.net>
11/12/200111:36 PM
To: michael.warfel@highmark.com
cc:
SUbject: Highland Park
Michael:
Hattie asked me to contact you c:oncerning your message below.
I have not been in your mother I fl trailer so this information mayor
may not be of help to you.
All the recent sales in the park have been for one bedroom trailers with
the exception of the one double wide trailer which went for $18,000.00.
The last four trailers sole in the park: were single wide, single
bedroom went for between $3,500 te, $4,500 dollars and these were all
furnished. The sale of trailers ;lre very slow at this time and were are
having fewer of our Canadians comi.ng back because of the value of the
Canadian Dollar. If you need and further information or any specific
information please Email me back:.
Tom Mulvey
Park Manager
Highland Mobile Park
.'
/lfv.,!iIlIEl\.I,.97)111
SCHEDULE F
JOINTL V-OWNED PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF LUC,/ L WAR~E.L-
FILE NUMBER
21-01-0812.
If an asset was made joint wlth/n one year of the decedent a date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(Sl NAME
ADDRESS
REl.ATlONSHIP TO DECEDENT
A. M I CI,,\'AEL G. WA\<.FQ
1{),7 CDUt-JT"R yew e. RJ~
CAt.l\P '-41 LL "FA I iD II
SON
B.
c.
JOINTLY-OWNED PROPERlY:
LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of tnllllclal institlltion end bal1k &l:COunt IVJIl1bIl( Q' &im~ar Identifying nurrber. DATE OF DEATH OECD S VAlUE OF
NUMBER TENANT .JOIlIiT Attaclllleed for jDinUy-held IIllII eslalll. VAl.UE OF ASSET INTEREST DECEDENT S INTEREST
1. A. II /1/ a/, fUL""rot-! "BAN~ - A ((T;t= 2.G) IS - 93Cf '75 3.LI'-I..~7 5D% 1572.34
TOTAL (Also entel on line 6, Recapitu/allon) $ 15'72.34-
(If more space IS n(laded, Insert additional sheets of the same SIZe)
-
',.
RE\I.'511Ex +(1-97) l~
SCHEDULE H
FUNEFlAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF LUc. '/ L, WARFE.L_
FILE NUMBER
'2./-0/-D872
Debts of decedent must be reported on Schedule I.
IlEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. IvAN 8. DEWALD FUNE1<.A-L HOIYlG. 2175,00
2. \NOMlEtJ1j ASSOClA-llDN'" C:, L. P, c. -tUn.er-cd (uncfleDY) 515. DO
?;, ERmA'5 FLOWERSClVA~1l&.uE5 -.f:/ower:s IVr Y"iumonCAI 'JC/D.80
5efV)~'
B. ADMINISTRATIVE COSTS:
1. Personal ReprSSan1lltlve & Commissions
Nama of Personal Representatlve(s) J:1.1.d1 Up) G. W a( reI
Sociel Security Number(s) I E1N Number of Personal Reprssentativ8{s) 1/)0 - t.f (p --/11 q /8 EJOO. DD
StreetAOdress I D'17 r flllnfnJ ()vb fd
City C (j .mp Jf; I) . Stete ~ Zip 170lJ
Year(s) Commission Paid: 1.0 D z (~maJ-ed -itJ bt (Xlid)
2. AltomeyFees - 1-1 u. r:sh 4- ).4.t.trS h; P. C \ C es+inw.+ed) ~ 000. DO
3. Family Exemption: (If decedents address is not the samu as claimants, altech explanation)
Claimant \'Ill cJ1 Oel 6. \\1 ark I
StreelAddrass 10/} (oun':n:1 C Lu.\:J R.d 3500.DD
City CD. VY\ 'P l4"\ \ \ State PA Zip 17011
RelatiOnship of Claimant to Decedent ___:5n ()
4. Probate Fees 323, OD
5. Accountant s Fees
6. Tax Retum Preparers Fees III /, DO
7. Qumbena.r1c\ Law JoufnClI.a.clved..;5-€-grCtfthi !e+lers 75. DD
e. w Po.tricr.;NlwS-adver-hse..+O:>e1l cHA.tornobd.e.. 25,00
'1, 1he Ut(l isle. 5e.ntine 1- a.avel1r5G OlYll.Vlr of /e#Crs 77, &3
10, ~is.(er ~,^j(1l5 - ii' ((~fu for .ettnfe ijWe.<t;cto~ J D. [l 0
TOTAL (Also enter on line 9, Recapitulation) $ 3(Z/2,4.3
(If more space Is nE:eded, /Osert additional sheets of the same sIze)
-
"
"
_"'a.."~' '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
LV (.'/ L. WAR~EL-
FILE NUMBER
2-. I - 0 I - 087"2-
Include unrelmbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
FUL-ION BAt-JI< - CK.I::()I':r (/~R.!) (MHSTcR(A~D)
D, 5(()V ER. "PLAT I NUN' C RED 1'- tA R-b
AMOUNT
2B02.,56
l'll.o(P,2./
z,
gl
<5ECU f2- \ ry "f)l::: fJDS I T ON RE]vTA-L.. PROPl:?r2..flj PA YA g lE
TV -'Am~S 1l<Af,J(:::lER (Clt-.1DEl'L",,'O V:€AL -B11\n:..)
'/ODO,UD
TOTAL (Also enter on line 10, RecapitulaUon) $
(If more space is needed, Insert additional sheelS of the same size)
6/5f3,1ft;
'.
REV-1513 EX.. (9-00) .
Jt;~~
.....~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DeCEDENT
s::I - , II:' J
BENEACIARIES
ESTATE OF
LUL\( L. WA~t:a.
FILE NUMBER
21 -OJ ~ OB7Z
RELATIONSHIP TO DECEDENT
NUMBER NAME.AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustea(s)
I TAXABLE DISTRIBUTIONS [includa outright spousal dislrlbutlllns, and transfers under
Sec. 9116 (a) (1.2)]
I'M\C\..\AEL G, WAR~EL 50rJ
1011 (OUt.J1l?-";) CLU& Kb
CA~"'P ~I LL-?A I,DI}
AMOUNT OR SHARE
OF ESTATE
13
DAV6t.rTEP_
2. "Vle"'l l~ .L,Otf.7
15 'FURNACE RD
A\ R\J\ Lu2 ?A \1302
V3
3. 'RO\31IN WI 'PETERS DAVe ~rlFR~
62 SCt--100L\--~OUS~ 'pj~
N8N "PRO" tbE_f....)O~ 'PA \7 !3"lfD
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ENTER DOLLAR AMOUNTS fOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 1B, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIOI~S
1.
TOTAL .OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $
(If mora space is Ileeded, insert addlUonal shellts of tIJe sall1ll size)
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IASr WILL and TESTAMENT of ua L. WARFEL
I, LUCY L. WARFEL, of New providenpe, Pennsylvazti,a, declare this to be my Last
Will and hereby revoke any Will or Codicil previously made by me.
ITEYI FIRST: .
1.1. I bequeath any and all motor vehicles and their accessories and equipnent, all
personal effects and belongings, all clothing and other articles of household use or
ornament and all other tangible personalty of like nature owned by me at the time of
my death, to my children, ROBIN W. PETl?:RS., VICKIE L. LONG and MICHAEL G. WARFEL, or
the survivor of them, to be divided amJng them equally, provided I am survived by sixty
days .
1.2. Should my children, ROBIN W. PeI'eRS,. VICKIE L. LONG and MICHAEL G. WARFEL,
predecease me or die before the sixtyfirst day after my death, I bequeath such tangible
personal ty to my grandchildren, then living, to be divided aroong them equally, provided
that if all of my grandchildren predecease me, I bequeath such tangible personalty
to their issue per stirpes.
1.3. Should all of my grandchildren predecease me or die before the sixty-first day
after my death leaving no issue, I bequeath such tangible personalty to the CHFSrNtJT
LEVEL PRESBYTERIAN CHURCH :ENJXH.1ENr FtINO.
1.4. Any of such property to which a minor would thus beccxne entitled and which my
Personal Representative'deems unsuitable for such minoris use shall be sold and the
proceeds thereof paid to the hereinaft,er appointed Co-Trustees' and disposed of in
accordance with the ,provisions of ITEH SECOND hereof.
1.5. Any of such property to which a minor becanes entitled and which is not sold may
be delivered to the minor, to the person with whan the minor resides or the person
who has the care and control of him or her and the receipt of such person shall be
a canplete release of my Personal Representative.
ITEM SECOND:
2.1. I devise and bequeath the rest, residue, and remainder of my estate of every
nature and wherever situate, of which I may die seized or possessed or to which I may
be entitled at the time of my death, including any property over which I may ,have the
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'.p::Mer" of disposition by appointment or otherwise, to my children, ROBIN W. ~,
VICKIE L. IDNG and MICHAEL G. WARFEL, or the survivor of them, to be divided mrong
them equally, provided I am survived by. sixty days.
2.3. Should my children, ROBIN W. PE'l'ERS, VICKIE L. - LON:; and MICHAEL G. WARFEL,
predecease me or die before the sixty-.first day after my death, I devise and bequeath
such residue to my grandchildren, then living, to be divided am:mg them equally, provided
that if all of my grandchildren predecease me, I bequeath such residue to their issue
per stirpes.
2.4. Should all of my grandchildren predecease me or die before the sixty-first day
after my death leaving no issue, I bequeath such residue to the CHESTNUT LEVEL
PRESBYTERIAN CHURCH Et\IDCMMENT FUND.
2.5. Until a beneficiary attains the age of eighteen years, the Co-Trustees shall
pay to such beneficiary, or expend on a beneficiary's behalf, so much of the net incane
derived fran such beneficiary's fund cll1d so much of the principal as the Co-Trustees
may deem advisable to properly providEl for such beneficiary's maintenance, education,
welfare and canfort and shall accumulcLte any surplus interest or incane. Upon the
beneficiary attaining the age of eight:een years, the Co-Trustees shall pay to the
beneficiary the princiPal of the bene1:iciary I s fund.
ITEM THIRD:
3.1. I direct the Co-Trustees to divide the corpus of the trust estate into as many
equal shares as there are minor beneficiaries of mine then living and to set up a separate
trust for each child.
3.2. I authorize and anpower the Co-~:'rustees in their sole and absolute discretion
at any time and fr~ time to time, to disburse fran the principal of any trust estate
created under this ITEM THIRD (even tc) the point of canpletely exhausting the same),
such aIOOUIl,ts as they may dean advisable to provide adequately and prOPerly for any
emergency or extraordinary expense of the current incane beneficiary thereof, their
spouse and children, including but no1: limited to, expenses incurred by reason of illness,
disability and education. In determining the amount of principal to be so disbursed,
the Co-Trustees shall take into consideration any other incane which such beneficiary
may have fran any other source, but nl)t their capital resources; and the Co-Trustees'
discretion shall be conclusive as to 'I:he advisability of any such disbursement and
the same shall not be subject to judi.::ial review.
3.2.A. I also authorize and etnpJWer :;te Co-Trustees in their sole discretion,
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in the case of any beneficiary under the age of twenty-five years so requestin~', to
advance out of such beneficiary's share of the principal the amount requested. However ,
if the Co-Trustees, in their sole discr~tion, deem the requested amount unreasonable,
the Co-Trustees may advance out of suctt beneficiary's share of the principal such amount
as the Co-Trustees, in their sole discretion, may deem advisable for any \<<>rthwhi.le
and reasonable purpose, including but not limited to, investment and business purposes.
3.2.B. I expressly authorize thel Co-Trustees to hold the principal of my trusts
undivided until actual division shall becane necessary in order to make distributions;
to' hold, manage, invest, and account for the several shares or parts thereof by
appropriate entries on the CO-Trustees' books of accounts; and to allocate to each
share or part of share its proportiorulte part of all receipts and expenses, provided,
however, the carrying of several trus1:s as one estate shall not defer the vesting of
title in, or possession of, any share or part of a share of my estate.
3.2.C. 'nle interest, whether in principal or incane, of any beneficiary hereunder
shall not be subject to voluntary anticipation, encumbrance, alienation, or assignment,
either in whole or in part, nor shall any such interests be subject to any judicial
process to levy upon or attach the same for or on behalf of such beneficiary's creditors
or claimants while in the hands of tht:! Co-Trustees.
ITEM FCXJR'm:
4.1. My Personal Representatives, Trustees and Guardians of Estate, or such of them
as are appointed in this Will, shall have the following powers in addition to those
vested in them by law and by other provisions of my Will, applicable to all property,
whether principal or incane, exercisable without court approval, and effective until
actual distribution. of all property. SUch list of powers is not exclusive and it is
not meant or intended for the powers hereinafter set forth to be exclusionary and in
derogation of any remaining statutory powers:
4.1.A. To accept and retain any or all of the assets, real or personal, including
investment securities, and real estat:e which may at the time of my death canprise my
estate, if they shall consider it expedient and to the advantage of my estate to do
so, without being liable for any di.minution in the value thereof:
4.l.B. To invest such estate pl:operty in securities other than those designated
as legal investments under all app1icable laws of the caunonweal th of Pennsylvania:
4.l.C. To sell at public or private sale, to exchange or to lease, for any period
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of ti.ma, any property of any nature \\ha.tsoever and to give options for sales,. exchanges
or leases, for such price or prices and on such terms as they may see fit, and to make,
execute and deliver to the purchaser o~ purchasers th.ereof good and sufficient deeds
of conveyance therefor, and all assiSnmen.ts, transfers and other legal instruments
necessary for passing of title and O\\rnership thereto absolutely and in fee simple,
free and discharged of all trust, without liability on the part of the purchaser to
set to the application of the purchaeie ttDney;
4.1.0. To allot any share as urLdi. vided interest in any property, real or personal,
constituting a portion of such share and to make joint investments therefor;
4.l.E. To make distribution in kind, or partly in kind and partly in rooney, as
they may deem proper and at such valuations as they may establish therefor; and
4.l.F. To execute and deliver clOY and all instruments in writing which they may
deem advisable to carry out any of the foregoing powers. No party to any such instrument
in writing signed by them shall be ol>liged to inquire into its validity or be bound
to see to the application by them of any lOOney or other property paid or delivered
to them by such party pursuant to thf~ tenns of any such instrument.
ITEM FIFI'H:
5.1. Should the principal of any trust herein provided for be or become too small
in my Co- Trustees I discretion, so at) to make establishment or continuance of the trust
inadvisable, my Co-Trustees or my PeJ:sonal Representative may make imnediate and outright
distribution of the then remaining p::incipal balance and any accumulated or undistributed
income to the beneficiary or beneficiaries in the proportions they are then entitled
to receive.
5.2. If any such beneficiary is the::l a minor, distribution may be made to the minor,
the person with whan the minor resid!!s or the person who has the care or control of
him or ~, without bond, and the re=eipt of such person shall be a complete release
of my Personal Representative or Co-'Irustees.
5.3. Upon such termination, the rights of all persons who might otherwise have any
interest as succeeding life tenant or in remainder shall cease.
I~l'EM SIXTH:
6.1. In order to clarify this trust, I want it understood that I have appointed FULTON
BANK, its successor, successors or assigns by any merger, conversion or consolidation,
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as CO-Trustee of this estate, with thE:! sole responsibility and authority of managing,
investing, and administering the trus1: assets. It shall have absolutely no authority
or discretion regarding the distribution fran this trust estate. I also want it
understood that I appoint my daughter's hUSband, SAMUEL S. WNG, as Co-Trustee of this
estate with the sole responsibility and authority of directing FULTON BANK to disburse
the incane and principal of the trust as said CO-Trustees shall direct in accordance
with the authority and power herein granted to them.
ITlM SEVENl'H:
7.1. All of my insurance policies which provide indemnity for the loss of any of my
personal or real property by fire, windstorm or other similar casualty (including any
claim for the loss of any such property which I might have at the time of my death
against any insurance canpany), I give and bequeath, respectively, to those persons
or corporations, as the case may be, who shall becane the owners of such properties
by reason of my death, whether such cwnership be acquired under provisions of this
Will, by survivorship or by other means.
IT:~ EIGHTH
8.1. I direct that my Personal Repre!sentatives, Trustees, and Guardians of Estate,
or such as are appointed in this Will, as well as their successors, shall not be required
to give bond for the faithful perforI'nance of their duties in any jurisdiction in which
they may act.
I~:'EM NINTH
9.1. All federal, state and other death taxes payable because of my death, with respect
to the property forming my CJl:OSs esulte for tax purposes, whether such property passes
under this Will or any Codicil hereto, or whether such property is owned by myself
and others jointly or by the entireties or is proceeds fran insurance on my life,
including any interest or penalty imposed in connection with such tax, shall be paid
out of the property devolving under this Will, or any Codicil hereto, or any person
owning or receiving any of said prop:!rty not passing under this Will, or any COdicil
hereto.
10.1.
Xl'EM TENTH
.
I appoint my son, MICHAEL G. WARFEL, --,ecuter of this ~ Last Will.
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. ~1:O().2. Should my son, MIaIAEL G. WARFEL, predecease me, fail to qualify or cease. to
act as Executor, I appoint my daughters, ROBIN W. PEl'ERS and VICKIE L. LONG, or the
survivor of them, Co-Executrix of this my last Will.
10.3. Should my daughters, ROBIN W. PE'JEts and VICKIlfL. IDNG, predecease me, fail
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to qualify or cease to act as Executrix, I appoint FUL'IDN BANK Executor of this my
last Will.
IN wrnmss ~, I have hereunt:o set my hand this .3c + L. day of
~~~t~ ' 19li.
iHlj ,J) ,J1/~~~
Lucy L Warfel /)
ACKNOWI.EDGMENT
c:x>>H)NWFALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
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andc./)W..JL/ .....::;1 . .' th TestatrJ.X and wJ.tnesses respective y,
whose names are signed to this instrumE!l1t, being first duly sworn, do hereby declare
to the undersigned authority that the 'restatrix signed and executed the instrument
as her Last Will and. that she signed it: willingly (or willingly directed another to
sign for her) and that she executed it as her free and voluntary act for the purposes
therein expresses, and that each of thE! witnesses I 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 that time eighteen (10) or more years of age, of sound mind and under
no constraint or undue influence.
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LU{;y L.!J el - /
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Witness
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Witness,
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Witness
SUbscribed, swom to and acknowledged before me be Lucy L. Warfel,
and subscribed and sworn to before me :'JY the above-named witness, this
day of 5,- p:k1 ~t"~'J\ _, 1994.
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the Testatrix,
3rl~
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Notary Public
MCE:
Nota.ia1 Seal
UncIa A. Van Brunr. ~ Plb'Ic
Harnscu;g, ~n COunty
My Comtl'ission Erons JuIy;Q. 1995
. Pel'Vllo)'lItllltaAllOQllliOn 01
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