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Home My WebLink About01-0909 PETITION FOR PROBATE and GRANT OF LETTERS Estate of MARY K. WENTZEL a/so known as Deceased. Social Security No. 167-40-0852 No. r2/-0 J - qOcr To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executors named in the last will of the above decedent, dated February 19, 1987, and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 442 "'N alnut Bottom Road, Carlisle Borough. Decedent, then 96 years of age, died September 26, 2001, at 442 Walnut Bottom Road, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in 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: $ unestimated $ $ $ WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary 9n. _ 2fJ ~~ ~~ Alton A. Wentzel, Jr. Jo . Wentzel 1345 Georgetown Circle 909 Glendale Court Carlisle, P A 17013 Carlisle, P A 17013 (717) 249-6025 (717) 249-2736 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) Sworn to or affirmed and subscribed before me this 4 th day of ~tober , 2001. 'IT/I C ~ . U; ~~.B~ Register J]-i)-2S Alton A. Wentzel, Jr. J9~!e';4-{P No. 21-01-909 Estate of Mary K. Wentzel, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, OCTOBER 4 2001 , in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 19, 1987, described therein be admitted to probate and filed of record as the last will of Mary K. Wentzel and Letters Testamentary are hereby granted to Alton A. Wentzel, Jr. and John K. Wentzel. Will Book # Page Ivo V. Otto III, Esquire (27763) ATTORNEY (Sup. Ct. J.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, P A 17013 (717) 243-3341 FEES Probate, Letters, Etc. Short Certificates( ~ Renunciation x-pages JLP TOTAL $ 340.00 $ 18.00 $ $ b.UU 5.00 $ 1f\Q.OO Filed OCTOBER 4,2001 F\FILES\DA T AFILE\EST A TES\6038-petition.ltr n<:.Q:f)<: OJ:",r ()/Qr:, This is to certify that the information here given is correctly copied fron: an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. 21-01-909 l\.:- ". ~~~~ Local Registrar No. SEP 2 7 2001 Fee for this certificate, $2.00 p 7578854 Date H10S.:43Rwv 2187 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH INT ,NT ItK NAME OF DECEDENT IF.,. ....;;..... LHI' I. SEX Mary K. Wentzel 2. Female STATE FIlE NUMeEFI SOCIAL SECURITY NUMBER OAlE Of OEJilH ,_. Oa~. '_, AGE (LaII 8or1IIdaYl UNOER' YtAA ~ Oeys 3. 167 - 40 2001 8IRTHPLACE lC"Yond sr... 01 Fa...,. COlJMYl PLACE OF DEATHfCI>ecJo """""". - _ ",.,,,,cl.ooo on -. _I HOSPITAL; 1npeI_ 0 ER/Oulpal_ 0 ~IO 96 VIS. c~1 . S. COUNTY OF OEAI'H Currber land RACE.-'-_n. _. _.. ofC ,Spec.lyl Whi te lie. 10. DECEDENT'S USUAl OCC~ ,Giwe_oI_k (lane ","I'I"g_ of --....; do noc .... ....<<1 I . "L Homemaker 11... own home . OECftift~fu~'"fn~"" c~. _.Z",Codel ~~~NT'S 442 Walnut Bottom Road :..~~ Carlisle, PA 17013 ""__I '" FRHER'S NAME 'F.... 101_. L") Charles P. Kehl ~ DECEDENT EVER IN U.S. ARMEOFORCES? YN 0 NoD MARlTALSTATUS._ N_MalTieCl._. ~(Specllyl Widowed SURVIVING SPOUSE Iff ",.,.. QNe mac:ten name' 12. 17a. St... pa ~ - ..in. Cumberland -.ohiI>? 17dXJ :"'''"::'':::01 Carlisle MOTHEFI'S NAME ,F.st. _. 101_ 5uI~amel 11. Minnie Bowman 1NF~'s~~:~oJ;t;"'~~l~le, PA 17013 ..... 1711. """- 11. _ORMAHrS NAME (T ypeIPmll John K. Wentzel PlACE OF llISPOSrTlON. N.",. 01 C_e<y. c.om......,. ar 0tIlM_ Westminster Mem. Gardens 21e. LOCRION . Cily~. Stal.. rill CocIe Carlisle, PA 17013 I.,. NAI.lEANOAOORESSOFFACII.ITY H ff n-R th Funer 1 H 22<:. 219 N. Hanove~ s~, cRrrisre, ~A rgeJI3 LICENSE NUMBER ORE SIGNED (MonIII. Coy. _I ~ ~ \~ D DUE 10 (OR AS A CONSEOUE NeE 0Fl: zt. I ApjIfa_. 1",,- beIwwfI :...-_- l~~ No~ PART N: 0tIlM 1igMlcanl_ ~.. _1I.llUI nul reeuIlin9 in.... ~ __ g;.., in ""'" I I :: d. WERE AU1Of'SY FINDlNGS AN\ABlE PAlOI\ 10 COUP\.ETlON OF CAUSE Of' 0EAI'H1 DUE 10 (OR AS A CONSEOUENCE 0Fl: DUE 10 (OR AS A CONSEOUENeE 0Fl: MANNER Of DEATH ........ ~ o o DATE OF IMJURY (Men"'. Clay. _, TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED. Pending IlWftligalton o o o PIJ\CE OF INJUAY . ,." hOme. farm. st..... tac1orv. olfic. bu;w;ng, ..c. ,Specrrv) 30.. _ 0 NoD Henle_ No)c. _0 NoD -.,. .... 3Oc. ~.~~~~ ~\ I~\ 101 o Coukf rtOI be delennln<<l He. :IA. COITIFIlR lOCk on;., onel -CERTtFYlNG PHYSICIAN IPhySC.at\ certAying cause: d dfoarh ~ .another onv5Coan has pronounced deatt'l arao comCl.red !fem 231 To.. __ of",y k~. dee'" occUf'Md due ... "'- cavse{'S) and manne' .. tI.ted. 29. .~ ANO CERllF"f'tNC PHYSICIAN fPhySl(tan boI~ O)fOflOuOCtOQ lJeaftl ana Cefl1tyll'lQ to cause of t3ealtl\ 10 n. tM.t of my k~ft. d..1ft OCCutNd.t!he 1Ifn_, date, and plKe,..net (1\".10 "'. UUM(') and mann.,.. s..ted.. -MEDICAl. EXAMINIERlCORONIER On the be_ of ..."'i".llon and/or invesUgation. in my opinion. death occurred It the time. dati. and pllee. and due to the cau..(.) and .......... as .t.,".. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . 31.. REGISTRAR'S SIGNATURE: ....D N B t"tr-L.I~k. {J, 21-01-909 (each) a subscribing witness to the law, depose(s) and say(s) that ER OF WILLS OF COUNTY A TH OF SUBSCRIBING WITNESS dicit . I presented herewith, (each) bein (fuly qualified according to present and saw the testat , sign the same and that request of testat in h presence and other subscribing witness(es)). signed as a witness at the sence of each other) (in the presence of the Sworn to or affirmed and subscribed before me this (Name) (Address) REGISTER OF WILLS OF QLtM(38KLA1Jb COUNTY OATH OF NON-SUBSCRIBING WITNESS ALT 0 kj w. W E:NTfrL. -:J;R. ~:ro~ (. W [4.JT Ll2:1- (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that W l::: kR..C familiar with the signature of m A 1<-'1 K.. vJ I2:N T ~ eed1ctil will presented herewith and ~ believe' the signature on the will is in the handwriting of testat ~ ,~ of ( > the W& A& rn~R'1 1(. WENTZE:L to the best ofDt...tttt ' knowledge and belief. ~~ ~~ Sworn to or affirmed and subscribed before ~~~~ me this 4th day of (Name) " October ~?OOl ~t.'\ ~.~J~A tL~B~ that Register q~~ ~ ( ame) (Address) ,'" ~ LAST WILL AND TESTAMENT I, MARY K. WENTZEL, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. FIRST: I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. SECOND: I hereby give and bequeath my personal belongings and household furnishings to my two sons, ALTON A. WENTZEL, JR. and JOHN K. WENTZEL, to be divided between them as they shall agree. The remainder of same, if any, shall be divided among my five (5) grandchildren, ALTON A. WENTZEL III, MARCIA LYNN SEITZ, JAMES N. WENTZEL, CHARLES K. WENTZEL and SUSAN WENTZEL, and my daughters-in-law, ARLENE C. WENTZEL and MARY PAT WENTZEL, as they shall agree. The balance then remaining, if any, shall be disposed of in a manner in keeping with the best interests of my estate; provided, however, that the remaining personal property shall not be offered at public sale. If either of my sons shall predecease me, his share of my said personal property shall be divided among his surviving spouse and children. THIRD: All the rest, residue and remainder of my estate, both real and personal property, I give, devise and bequeath unto my two sons, ALTON A. WENTZEL, JR. and JOHN K. WENTZEL, in equal shares, absolutely. FOURTH: If either of my said sons shall predecease me, I hereby give, devise and bequeath his share of my residuary estate to his children living at the time of my death, per stirpes. FIFTH: I hereby nominate, constitute and appoint my said sons, ALTON A. WENTZEL, JR. and JOHN K. WENTZEL, as Executors of my estate. In the event that LAW OFFICES - MARTSON, DEARDORFF, WILLIAMS & OTTO :.. :' either of my said sons shall predecease me or shall be unable or unwilling to serve in such capacity, then I appoint the other to serve as Executor hereof. LASTL Y: I direct that neither of my Executors shall be required to file a bond to secure the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF I have hereunto set my hand and seal this <I) . ( ;.)""'"'0 / y-t i( day of , 1987. I\~~~ i/~~fJ..~l t Mary K. W ntz 1 (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix and of each other. LAW OFFICES - MARTSON, DEARDORFF, WILLIAMS & OTTO ." .... COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND I, Mary K. Wentzel, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or Testatrix, this lLi .. ' YVll:tJ"i If - \w<ll -, }1. L affir"ed to a~~cknOWledg. ed be. fore me.. by Mary K. Wentzel, /9 - day of lPM7 ' ~~ _~ rfJ" ~ IJJ!<4 a I 'Ltui!r! Notary Public the COMMONWEALTH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) We, (J~d $~ ~; vlJuJ /JJ &VIW the witnesses whose names are signed to the attached or ;O~~i~g instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no cgnstr int or undue influence. f /1 /" I J ~. ;: I I j'/' 1/ a Ad A I Sworn or affirmed to and subscribed before me this ~ ,1981. ~ 71 ~~?ta~~~~-~;~-: 19 v! ~ddi~~ ~ Notary Public day of LAW OFFICES - MARTS ON. DEARDORFF. WILLIAMS & OTTO ~ - F: \FILES\DA T AFILE\EST A TES\6038-notice.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mary K. Wentzel Date of Death: September 26, 2001 File No. 21-01-0909 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 or about October 10, 2001. John K. Wentzel, 909 Glendale Court, Carlisle, PAl 7013 Alton A. Wentzel, Jr., 1345 Georgetown Circle, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: October 10,2001 Signature Name ~\l--4). ...s- Ivo . Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PAl 7013 (717) 243-3341 Attorneys for Personal Representative COMMONWEALTH OF PENNSYL VANIA 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 OTTO IVO VICTOR III 10 E HIGH STREET CARLISLE, PA 17013 nn____ fold ESTATE INFORMATION: SSN: 167-40-0852 FILE NUMBER: 21- 2001- 0909 DECEDENT NAME: WENTZEL MARY K DA TE OF PAYMENT: 1 2/ 1 7 /2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/26/2001 NO. CD 000649 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $41,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK#105 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $41,000.00 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 IVO VICTOR OTTO III ESQUIRE 10 EAST HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 167-40-0852 FILE NUMBER: 2101-0909 DECEDENT NAME: WENTZEL MARY K DA TE OF PAYMENT: 06/21/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/26/2001 NO. CD 001319 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $489.38 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: IVO VICTOR OTTO III ESQUIRE CHECK# 112 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $489.38 MARY C. LEWIS REGISTER OF WILLS /~7-//-~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN '* REV-485 EX AFP C01-0U 1/: DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-05-2002 WENTZEL 09-26-2001 21 01-0909 CUMBERLAND 201 Allount R...itted MARY K IVO V OTTO III ESQ MARTSON ETAL 10 E HIGH ST CARLISLE ~O:~ I ~3 : l 5 i.~.'4 PA 11..0113 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your accountl subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ iiE-tj=483-EiC-AFP--foi"::oz'j-----iii-NCfficf-OF-OETERMiNAfioN-ANO-ASSESSMEN'T---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF WENTZEL MARY K FILE NO.21 01-0909 ESTATE TAX DETERMINATION ACN 201 DATE 08-05-2002 1. Credit For State Death Taxes as Verified 27,463.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 41,489.38 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 41,489.38 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATEI SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) I*?-/I- R COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 11128-0601 REV-1U7 EX AFP C01-02) --2 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-29-2002 WENTZEL 09-26-2001 21 01-0909 CUMBERLAND 101 Amount R...itted MARY K "(Y) IVO V OTTO III ESQ j- MARTSON ETAL IDE HIGH ST -'_' CARLISLE flAUJr7013 :,:~U MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. RE-tj:i'6ijj-i;f-AFP--foi-::o21-------...--fNifERITANc'E-fitX--STA-fEME-Nf-oF'-itccouiij--.-..--------------------- ESTATE OF WENTZEL MARY K FILE NO. 21 01-0909 ACN 101 DATE 07-29-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUMHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-22-2002 PR I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 43,647.27 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-17-2001 CDOO0649 2,157.89 41,000.00 06-21-2002 CDOO1319 .00 489.38 TOTAL TAX CREDIT 43,647.27 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) \ I?-//-2 , 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 .C;? JiJl_ 2(; IVO v OTTO III ESQ- MARTSON ETAL 10 E HIGH ST \. CARLISLE Gl'A 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-22-2002 WENTZEL 09-26-2001 21 01-0909 CUMBERLAND 101 o ~J '* REV-1547 EX AFP 101-02) MARY K Allount Rellitted 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 ~ REV=is4j-EX--AFP--foi-':oii--NO'ficE-OF-i-NHEifiTANCE-i'-ii-A-PPRA-isEiiENT~--Ar.i-oWANCE-ifR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WENTZEL MARY K FILE NO. 21 01-0909 ACN 101 DATE 07-22-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14. 15 and/or 16. 17. 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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. ~ointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 940.470.42 .00 .00 89.839.43 .00 .00 (8) 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/Governnental Bequests; Non-elected 9113 Trusts (Schedule ~) 14. Net Value of Estate Subject to Tax (9) (10) 59,950.91 419.59 NOTE: .00 X 00 = 969,,939.35 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 1,030,,309.85 (11) (12) (13) (14) 60.370 50 969,939.35 .00 969,939.35 (19)= .00 43,647.27 .00 .00 43,647.27 TAX CREDITS: rAYMENT Kt;l,;t;.Lt"1 {+J AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-17-2001 CDOO0649 2,,157.89 41,,000.00 INTEREST IS CHARGED THROUGH 08-06-2002 TOTAL TAX CREDIT 43,157.89 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 489.38 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3.29 TOTAL DUE 492.67 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) MARTSON DEARDORFF WILLIAMS & OTTO M12W~O December 17, 2001 ATTORNEYS & COUNSELLORS AT LAw WILLIAM F. MARTSON JOHN B. FOWLER III EDWARD L. SCHORPP DANIEL K. DEARDORFF THOMAS J. WILLIAMS * I vo V. OTTO III GEORGE B. FALLER JR." CARL C. RJSCH MARK A. DENLINGER DAVID R. GALLOWAY *BOARD CERTIFIED CIVIL TRIAL SPECIALIST TEN EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 FACSIMILE (717) 243-1850 INTERNET www.mdwo.com Mrs. Mary C. Lewis Register of Wills Cumberland County Courthouse Carlisle, PA 17013 or; - -,~ - (1" 3 ~" O. ,-,'" " ' q:i """ d --" 9 o CJ :D \tl a 'S;;! ('~! I ....... -....J -0 );;.;. -0 N Ui CX) RE: Estate of Mary K. Wentzel Estate No. 21-01-00909 Date of Death: September 26, 2001 Dear Mrs. Lewis: Enclosed with this letter is estate check number 105 in the amount of $41,000.00 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTSON DEARDORFF WILLIAMS & OTTO ~~~ Ivo V. Otto III IVO/clm Enclosure HAND DELIVERED F:\FILES\DA T AFlLE\EST A TBS\6038-row, 1 I N FOR MAT ION · A D V ICE · A D V 0 CAe y SM ~ib Internal Revenue Service W/I Cincinnati, OH 45999 Contact Person: Brian Kaufmann Badge Number: 17 -14026 Telephone: 1-866-699-4083 (Toll Free Number) c:< I ~() {-401 C V' /1-1/ .- j;~ January 8. 2003 Estate Tax Closing Document (Not a bill for tax due) IVO V OTTO III 10 E HIGH ST CARLISLE PA 17013 Estate Name: MARY K KEHL WENTZEL Social Security Number: 167 -40-0852V Date of Death: 9/26/2001 We have determined the following: NET ESTATE TAX: $ 57,677.00 27,463.00 0.00 STATE DEATH TAX CREDIT: $ GENERATION-SKIPPING TAX: $ These figures do not include any interest and penalties that may be charged. Please keep this document in your permanent records. You may need it to complete administration of the estate, such as: close probate proceedings, transfer title to property, and settle state taxes. Keep it with your cancelled check(s) to show that you have met the estate tax obligation. Proof of payment in the amount shown above releases you of personal liability (IRC 2204). If the time for payment in the amount shown above is extended under section 6161, 6163, or 6166, personal liability is not released until full payment has been received. We will not reopen this return unless you notify us of changes to the return, or there is evidence of misrepresentation of a material fact, a clearly defined substantial error based upon an established Service position or a serious administrative omission. (See IRe 7121). 'I! .. .. Field Director, Cincinnati Compliance Service Center r /()r ((,'_ v ~~ REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: Mary K. Wentzel Date of Death: September 26, 2001 File No. : 21-01-0909 Social Security No.: 167-40-0852 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: i._i 3. If the answer to No. 1 is Yes, state the following: ,r' I ,,' I .- ~~.. a. Did the personal representative file afinal account with the Court? Yes No X .......-..... b. The separate Orphans I Court No. (if any) for the personal representative 's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans I Court and may be attached to this report. Date: March 4, 2003 Signature: Name: Address: ~~~ Ivo V. Otto III, Esquire MARTS ON DEARDORFF WILLIAMS & OTIO Ten East High Street Carlisle, PAl 70 13 (717) 243-3341 Counsel for personal representative F:\FILES\DA T AFlLE\EST A TES\6038-I.srcp ~ F\F1LES\DA T AFILE\EST A TES\6038-1.release.inf ESTATE OF MARY K. WENTZEL CUMBERLAND COUNTY FILE NO. 21-01-0909 RECEIPT. RELEASE AND REFUNDING AGREEMENT KNOW ALL MEN BY THESE PRESENTS that I, JOHN K. WENTZEL, one of the residuary legatees under the Last Will and Testament of MARY K. WENTZEL, late of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge receipt of and from JOHN K. WENTZEL and ALTON A. WENTZEL, JR., Executors under the Last Will and Testament of the said MARY K. WENTZEL, of my one-half (Y2) share of estate residue, in full satisfaction and payment of my residuary legacy under the terms of said Last Will and Testament. AND, THEREFORE, I, the said JOHN K. WENTZEL, do by these presents remise, release, quit-claim, and forever discharge the said JOHN K. WENTZEL and ALTON A. WENTZEL, JR., Executors aforesaid, their heirs, executors and administrators, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, desiring to avoid the delay and expense of the settlement of said Estate by filing an Account of said administration in the Office of the Clerk of the Orphans' Court of said County, and by having the balance in the hands of the Executors as shown by said Account distributed by the Court of Common Pleas of Cumberland County, Orphans' Court Division, I do hereby agree that the foregoing statement concerning the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, in a decree of distribution made on such report by the said Court of Common Pleas, Orphans' Court Division. AND, THEREFORE, in consideration of the aforesaid settlement being made witbout the aidofsuchCourtofCommonPleas-Orphans' Court Division, that I, the said JOHNK. WENTZEL, do hereby agree that if any debts or demands of the said JOHN K. WENTZEL and ALTON A. WENTZEL, JR., Executors of the Estate of MARY K. WENTZEL, Deceased, as hereinbefore set forth, shall be hereafter recovered against the Estate of said decedent and be legally payable out of the same, that I will return to the said Executors such amount thereof as may be necessary to pay such debts or demands. . (~/vU~-~) )r~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this '-hVv tA..~~~ , ...;lOi> 3 . Witness: FIl'l LES\DA T AFILE\EST A TES\6038-1 ,releasemf ---~~-.""'--. ... ESTATE OF MARY K. WENTZEL CUMBERLAND COUNTY FILE NO. 21-01-0909 RECEIPT. RELEASE AND REFUNDING AGREEMENT KNOW ALL MEN BY THESE PRESENTS that I, ALTON A. WENTZEL, JR., one of the residuary legatees under the Last Will and Testament of MARY K. WENTZEL, late of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge receipt of and from JOHN K. WENTZEL and ALTON A. WENTZEL, JR., Executors under the Last Will and Testament of the said MARY K. WENTZEL, of my one-half (Yz) share of estate residue, in full satisfaction and payment of my residuary legacy under the terms of said Last Will and Testament. AND, THEREFORE, 1, the said ALTON A. WENTZEL, JR., do by these presents remise, release, quit-claim, and forever discharge the said JOHN K. WENTZEL and ALTON A. WENTZEL, JR., Executors aforesaid, their heirs, executors and administrators, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, desiring to avoid the delay and expense of the settlement of said Estate by filing an Account of said administration in the Office of the Clerk of the Orphans' Court of said County, and by having the balance in the hands of the Executors as shown by said Account distributed by the Court of Common Pleas of Cumberland County, Orphans' Court Division, I do hereby agree that the foregoing statement concerning the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, in a decree of distribution made on such report by the said Court of Common Pleas, Orphans' Court Division. AND, THEREFORE, in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that I, the said ALTON A. WENTZEL, JR., do hereby agree that if any debts or demands of the said JOHN K. WENTZEL and ALTON A. WENTZEL, JR., Executors of the Estate of MARY K. WENTZEL, Deceased, as hereinbefore set forth, shall be hereafter recovered against the Estate of said decedent and be legally payable Ollt of the san1e, that I will return to the said Executors such a.fllount thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, I have hereunto set my hand and seal this :s r c/1 day of Febr~c'\r~ ' ?oo3. <;. -~~:::::\-{') (n-' .--------- ~.- ( t (,. / , \ f'y-, \.;' . ,/". '~j. 'j"-' . . I.... \ "'...~){. /~~ c~ . Alton A. Wentzel, Jr. Witness: ----.... ----_~k.: .;c''; (, '- REV. 1500tU( + (6-00) w .... ~o(lIl Oii:~ Wo..O ZOO 00::-' 0.. III 0.. 0( _I' _ I~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17126-0601 .... z w C w o w C --IDECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WENTZEL, MARY K. 'lYATFOFDB\TFf\Mr;r-UD~YEAR} --' I DATE OF BIRTH (MM-DD-YI::AR) 09/26/2001 i 12/10/1904 FIF ApPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MID6LE INITIAL) ..I-.H----.------ 1m 1. Original Return o 2. Supplemental Return o o o 4a. Future Interest Compromise (dale of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95 o 4. Limited Estate ~ o 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received ~ I, FILE NUMBER 21 01 COUNTY CODE YEAR _.._-.~.~ SOCIAL SECURITY NUMBER , 167-40-0852 . _ l'~'''"'=:;;'"~~':~~'.". rn, , SOCIAL SECURITY NUMBER 00909 NUMBER ___-.L o 3. Remamder Return 13ateOrifeBTh prlodo ~f3-1l2) 1m 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) ..... IIlZ Ww O::c O::z 00 00.. AME Ivo V. Otto, III, Esquire FIRMNAME(ffappITcatiler----.--.~-----.---- , Martson Deardorff Williams & Otto ~ELEPH6NE NuriBER- . I 717/243-3341 10 East High Street Carlisle, PA 17013 -------~-_.__._- N9~~' OFFICIAL liSE ONLY 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation. Partnership or Sole-Proprietorship z o ~ ::;) .... ~ frl 0:: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (1 ) (2) (3) (4) (5) (6) (7) -~ 940,470:42 None None !"'<. 89,839.43 None None (8) 1,030,309.85 59,950.91 419.59 (11 ) 60,370.50 969,939.35 (12) (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (9) (10) (14) 969,939.35 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 43,647.27 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 43,647.27 I 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) --~------~---.__._.. ---- z 16.Amount of Line 14 taxable at lineal rate 969,939.35 .045 (16) 0 x !;! --_.~-_._~.__._- ~ 17.Amount of Line 14 taxable at sibling rate .12 (17) Q. x " 0 C,) ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) .... 19. Tax Due (19) Copyright 2000 form software only The Lackner Group, Inc. ---- Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 442 Walnut Bottom Road CITY ISTATE PA ~,~-- - IZIP 17013 Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 43,647.27 -'41,000.00 2,157.89 Total Credits (A + B + C) (2) 43,157.89 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) (4) (5) (SA) (5B) 0.00 489.38 489.38 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. 0 ~ b. retain the right to designate who shall use the property 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 property within one year of death without receiving adequate consideration?................................................................................................................ 0 ~ o ~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..................... .............................. ............................. .... ... ............ ....... ..... 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. Dnderperialties-o(pe~ury. I declare that I have examined this return. including accompanying schedules and slatements, and to the best of my knowledge and belief, ills true.con-ectaniicomplete. Deciaration of preparer other than the personal repr \alive is based on all information of which preparer has any knowledge. SIGNATU--OF PERSON RESPONSIBLE F F I RETURN ADDRESS -.SL/~ DATE 909 Glendale Court Carlisle, PA 17013 ~ -OJ _~.A --.--- . 'DATE' 1345 Georgetown Circle Carlisle, PA 17013 /'~c;?/02- - -~~ "'DATE , \ ;0\ 0 1... ADDRESS 10 East High Street Carlisle, PA 17013 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P .S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 39116 (a) (1.1) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. 99116 1.2) [72 P.S. ~9116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (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. *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS --_..~.__._._---._~--_._--_._,_._---- ----I FILE NUMBER- -- 21 - 01 - 00909 ESTATE OF WENTZEL, MARY K. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 ------ DE~C~IPTION--- --------I~IT VALU~- Various stocks listed onEstateValuation attached hereto -~-- TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 940,470.42 940,470.42 Estate Valuation Date of Death: 09/26/2001 Valuation Date: 09/26/2001 Processing Date: 05/07/2002 Estate of: Mary K. Wentzel Report Type: Date of Death Number of Securities: 25 File 10: 6038 Shares or Par Security Description High/Ask Low/Bid Mean and/or Div and Int Security Adjustments Accruals Value 1) 3978 AT&T CORP (001957109) NYSE 09/26/2001 18.19000 17.47000 H/L Div: 0.0375 Ex: 09/26/2001 Rec: 09/28/2001 Pay: 11/01/2001 17.830000 + 0.037500 17.867500 71,076.91 2) 1278 AT&T WIRELESS SVCS 1NC (00209A106) NYSE 09/2 6/2 00 1 15.98000 14 . 83000 H/L 15.405000 19,687.59 31 848 ALCOA INC (013817101) NYSE 09/26/2001 30.46000 28.25000 H/L 29.355000 24,893.04 4 ) 800 FORTUNE BRANDS 1NC (024703100) NYSE 09/26/2001 35.35000 33.98000 H/L 34.665000 27,732.00 5 ) 101 ANADARKO PETE CORP (032511107 ) NYSE 09/26/2001 45.60000 43.50000 H/L 44 . 550000 4,499.55 6) 147 ARCH COAL INC (039380100) NYSE 09/26/2001 15.05000 14.05000 H/L 14.550000 2,138.85 7 ) 600 ASHLAND INC (044540102) NYSE 09/26/2001 37.40000 36.85000 H/L 37.125000 22,275.00 8) 3452 BELLSOUTH CORP (079860102) NYSE 09/26/2001 42.88000 41. 55000 H/L 42.215000 145,726.18 9) 25 CONECTIV INC (206829202 ) CL A NYSE 09/26/2001 19.15000 19.01000 H/L 19.080000 477 . 00 10) 150 CONECTIV INC (206829103 ) NYSE 09/26/2001 23.00000 22.75000 H/L 22.875000 3,431.25 11) 26 EXELON CORP (717537104 ) NYSE 09/26/2001 51. 21000 50.15000 H/L 50.680000 1,317 .68 12 ) 2462 WACHOVIA CORP 2ND NEW (337358105) NYSE 09/26/2001 30.73000 30.00000 H/L 30.365000 74,758.63 Page 1 This report was produced with EstateVa1 2000, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.0.3) :5(! H . ,\S'.) ..:L ~ I (/ 1]; 3 ) Date of Death: 09/26/2001 valuation Date: 09/26/2001 Processing Date: 05/07/2002 Shares or Par Security Description 13) 800 GALLAHER GROUP PLC (363595109) NYSE 09/26/2001 High/Ask 26.50000 Estate of: Mary K. Wentzel Report Type: Date of Death Number of Securities: 25 File ID: 6038 Low/Bid Mean and/or Div and Int Security Adjustments Accruals Value 141 Div: 0.4608 Ex: 09/12/2001 Rec: 09/14/2001 Pay: 11/30/2001 25.50000 H/L 264 LUCENT TECHNOLOGIES INC (549463107) NYSE 09/26/2001 15) 384 MELLON FINL CORP (585509102) NYSE 09/26/2001 16) 120.875 NCR CORP NEW (62886E1081 NYSE 09/26/2001 17) 149 OCCIDENTAL PETE CORP DEL (674599105) NYSE 09/26/2001 5.86000 31.90000 30.75000 23.00000 5.53000 H/L 31.10000 H/L 29.40000 H/L 18) Div: 0.25 Ex: 09/06/2001 Rec: 09/10/2001 Pay: 10/15/2001 22.01000 H/L 168 PNC FINL SVCS GROUP INC (693475105) NYSE 09/26/2001 56.05000 19 ) 1362 QWEST COMMUNICATIONS INTL INC (749121109) NYSE 09/26/2001 20.06000 20) 6447 SBC COMMUNICATIONS INC (78387GI03) NYSE 09/26/2001 21 ) 150 USX MARATHON GROUP (912656105) NYSE 09/26/2001 22) 30 USX-U S STL (90337T101) NYSE 09/26/2001 231 264 UNION PAC CORP (907818108) NYSE 09/26/2001 47.35000 25.53000 14.65000 45.60000 54 .45000 H/L 18.90000 H/L 46.33000 H/L 24.95000 H/L 13.38000 H/L 24 ) Div: 0.2 Ex: 09/10/2001 Rec: 09/12/2001 Pay: 10/01/2001 44.30000 H/L 2714 VERIZON COMMUNICATIONS (0778531091 NYSE 09/26/2001 54.71000 Page 2 53.26000 H/L 26.000000 5.695000 31. 500000 30.075000 22.505000 55.250000 19.480000 46.840000 25.240000 14.015000 44.950000 53.985000 20,800.00 368.64 1,503.48 12,096.00 3,635.32 3,353.24 37.25 9,282.00 26,531.76 301,977.48 3,786.00 420.45 11,866.80 52.80 146,515.29 This report was produced with EstateVal 2000, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.0.3) IS - I ( 21 s ) Date of Death: 09/26/2001 Valuatlon Date: 09/26/2001 Processing Date: 05/07/2002 Estate of: Mary K. Wentzel Report Type: Date of Death Number of Securities: 25 File 10: 6038 Shares or Par Security Description High/Ask Low/Bid Mean and/or Div and 1nt Adjustments Accruals Security Value 25 ) 22 AVAYA 1NC (AV) NYSE 09/26/2001 10.73000 10.20000 H/L 10.465000 230.23 Total Value: Total Accrual: Total: $940,470.42 $940, Oll. 73 $458.69 Page 3 This report was produced with EstateVal 2000, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.0.31 8-1 ( 3/3 ) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT --- ---- -------- ------ ------- ESTATE OF WENTZEL, MARY K. ----- ------~---- ---, ! FILE-NUMBER _____O__m_ _________ __J _ 21- 01- 00909 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH 43,703.02 M&T Bank, checking #444367 2 Waypoint Certificate of Deposit #1731116690 40,184.80 3 Accrued Income due decedent from John K. Wentzel Trust Under Agreement dated 11/21/80 2,216.67 4 Accrued Income due decedent from Alton A. Wentzel, Jr., Trust Under Agreement 2,216.67 5 Anadarko Petroleum Corporation, uncashed dividend check issued 9/26/01 5.05 6 PNC Financial, uncashed dividend check issued 4/24/0 I 80.64 7 Thomwald Home, refund 550.96 8 Cash in safe deposit box 6.44 9 55.00 10 Donegal Insurance, refund of premium Pharmerica, refund of overpayment 119.48 11 P A Dept. of Revenue, 2001 income tax refund 531.00 12 United Teachers Asso., refund of premium 19.70 13 Jewelry in safe deposit box, per apprraisal 150.00 TOTAL (Also enter on Line 5, Recapitulation) 89,839.43 . SCHEDULEH RJNERALEXPENSES& ADMNSlRAlNECOSTS I L_ ---._----------,,---- - --- FILE NUMBER 21 - 01 - 00909 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WENTZEL, MARY K. Debts of decedent must be reported on Schedule I. ITEM NUMBER I DESCRIPTION A. tFUNERAL-EXPENSES:--~-'-~----- ----~--~- I Hoffman-Roth Funeral Home, Carlisle, PA I AMOUNT B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions John K. Wentzel Alton A. Wentzel, Jr. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 909 Glendale Court I City Carlisle State P A Zip 17013 Year(s) Commission paid 2001-2002 2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address State Zip 4. City Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County, PA 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 1 Cumberland Law Journal, advertising Letters Testamentary 2 i The Sentinel, advertising Letters Testamentary 3 Register of Wills, short certificates Total of Continuation Schedule(s) --- -.-- -- - --t 59,950.91 TOTAL (Also enter on line 9, Recapitulation) 8,409.00 34,000.00 15,000.00 369.00 75.00 93.83 153.00 1,851.08 . Schedule H F~ Expenses & Admisbalhle Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT -- --~'.'_--_'.__".,.._---------"._'_._' --- FILE NUMBER 21 - 01 - 00909 ESTATE OF WENTZEL, MARY K. 4 Vital Records, death certificates 5 6 7 8 9 10 11 Register of Wills, certified copies of Will to transfer stock Register of Wills, filing fee, Inheritance Tax Return Clarke America, checkbook Tucker Anthony, account transfer fee M&T Bank, fees on checking account EV AL, Stock valuation reports Reserved for additional probate fee, filing fees, investment account fees and miscellaneous expenses Page 2 of Schedule H 18.00 108.00 15.00 25.08 75.00 10.00 100.00 1,500.00 *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I I FILE NUMBER I 21 - 01 - 00909 ESTATE OF WENTZEL, MARY K. Include unreimbursed medical expenses. ITEM NUMBER 1 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 19.29 211.95 188.35 419.59 DESCRIPTION Belvedere Medical Corporation, account payable 2 Pharmerica, outstanding check on date of death 3 Pharmerica,accountpayable . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I FILE NUMBER---- ____J_~_~-~1 -~0909 ESTATE OF WENTZEL, MARY K. I. \ RELATIONSHIP TO _N~~ ~N~ ADDRESS O~ PERSON(S) RECEIVING P~OPERTY___1- Do ~~~I;t~~~~e{s) TAXABLE DISTRIBUTIONS (include outright spousal distributions) I John K. Wentzel . Son I 909 Glendale Court ! Carlisle, PA 17013 \ 2 Alton A. Wentzel, Jr. 1345 Georgetown Circle . Carlisle, PA 17013 AMOUNT OR SHARE OF ESTATE NUMBER 1/2 estate residue Son 1/2 estate residue !Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover she~t ! II. 'NON-TAXABLE DISTRIBUTIONS: IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT I BEING MADE \B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEJT LAST WILL AND TESTAMENT I, MARY K. WENTZEL, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. FIRST: I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. SECOND: I hereby give and bequeath my personal belongings and household furnishings to my two sons, ALTON A. WENTZEL, JR. and JOHN K. WENTZEL, to be divided between them as they shall agree. The remainder of same, if any, shall be divided among my five (5) grandchildren, ALTON A. WENTZEL III, MARCIA LYNN SEITZ, JAMES N. WENTZEL, CHARLES K. WENTZEL and SUSAN WENTZEL, and my daughters-in-law, ARLENE C. WENTZEL and MARY PAT WENTZEL, as they shall agree. The balance then remaining, if any, shall be disposed of in a manner in keeping with the best interests of my estate; provided, however, that the remaining personal property shall not be offered at public sale. If either of my sons shall predecease me, his share of my said personal property shall be divided among his surviving spouse and children. THIRD: All the rest, residue and remainder of my estate, both real and personal property, I give, devise and bequeath unto my two sons, ALTON A. WENTZEL, JR. and JOHN K. WENTZEL, in equal shares, absolutely. FOURTH: If either of my said sons shall predecease me, I hereby give, devise and bequeath his share of my residuary estate to his children living at the time of my death, per stirpes. FIFTH: I hereby nominate, constitute and appoint my said sons, ALTON A. WENTZEL, JR. and JOHN K. WENTZEL, as Executors of my estate. In the event that LAW OFFICES - MARTSON, DEARDORFF, WILLIAMS & OTTO either of my said sons shall predecease me or shall be unable or unwilling to serve in such capacity, then I appoint the other to serve as Executor hereof. LASTL Y: I direct that neither of my Executors shall be required to file a bond to secure the faithful performance of his duties in any jurisdiction. 'c.{I) IN WITNESS WHEREOF I have hereunto set my hand and seal this /1 \ day of ,,~. .:;;/ n '7 :~ c,o,("'! , 1987. [ , \j i \ j ,I. . 1 . dll:"~~ h' \,\t~,\.1. Mary K. Wentz 1 l i (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of said Testatrix 1 f' ,~/i ./!/) j ) i - ill) ,./ ,/ ,I _'__ , I / :; /j - .' I Z~<<<>;. x;:: and of each other. LAW OFFICES - MA~TSON, DEARDORFF, WILLIAMS & OTTO COMMONWEALTH OF PENNSYLVANIA ) SSe COUNTY OF CUMBERLAND ) I, Mary K. Wentzel, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or Testatrix, this ! t-i 'I /1 \ ., i ! I Y J i;\'W 1.' "hi 11 1.., I r ., ! ,.. l ~~ affir!jed to a~~cknowledged before me, by Mary K. Wentzel, /9 - day of LM/W-"/Jr ,~9~_ J-~! t/ ~ I (J;1uv;k Notary Public the dk. Sworn ~ COMMONWEALTH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) We, (JJhMvd)r;~ ~; viJuJ /;J,~ the witnesses whose names are signed to the attached or ;o~e~ing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no c9nstr~int or undue influence. ! '. n /1 /// ' J .IJ I' /,' fl/' I ' I ' I If 1/ f "",' , I , ! Lt:./ A d<lW~ , /71 ~ /?? .~ .~d~~~S.S__!ft!z~'JJ:~~~;:;-::: /9~ ~J!&i~dd ~ Notary Public or affirmed to and subscribed before me this , 1981- day of LAW OFFICES - MARTSON, DEARDORFF, WILLIAMS & OTTO I?-II-j? IVO V OTTO III ESQ MARTSON ETAL 10 E HIGH ST CARLISLE PA i1013 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 IEY-7J'UAf'(Ol-I2J 11-24-2003 WENTZEL 09-26-2001 21 01-0909 CUMBERLAND 202 MARY K A.aunt R...i tied MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR FILES ~ REy:;36-Ei"(-AFP--fiji:.-OZr----..-t,iOficriij:--IiETERiiiiiAiioN-Aifli-AssElisMEilr--------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF WENTZEL MARY K FILE NO.21 01-0909 ACN 202 DATE 11-24-2003 ESTATE TAX DETERMZNATZON 1. Credit For Stete Death Taxes as Verified 27,463.00 z. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 41,489.38 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 41.489.38 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _IF PAlO AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)