HomeMy WebLinkAbout04-18-06
--1
15056051058
REV-1500 EX (06-05)
PA Department of Revenue '*'
Bureau of Individual Taxes .
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT
File Number
21
06
00176
Date of Birth
180-05-0640
01/16/2006
05/02/1917
Decedent's Last Name
Suffix
Decedent's First Name
MI
Wolfgang
Genevieve
T
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
First Name
MI
Spouse's Social
Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
':.:; 1. Original Return
C=>
2. Supplemental Return
L-:::::J
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
(.)
(:::J 4a. Future Interest Compromise (date of
death after 12-12-82)
c::::J 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
C=:J 10. Spousal Poverty Credit (date of death C:;) 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name ~~ytilTle Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
. ....9....
8. Total Number of Safe Deposit Boxes
Paul Taneff, Esq.
(717) 564-5833
C.... ..REG"ISTER' OF.VVILLsuse. ONLY
I
1
!
~
I
!
Firm Name
Ricci & Taneff
First line of address
4219 Derry Street
Second line of address
City or Post Office
Harrisburg
State
ZIP Code
DATE FILED
17111
Correspondent's e-mail address:taneff@earthlink.net
Under penalties of pe~ury. I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief.
it is true. correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR OF P RSON ~ESPONS LE FOR ILlNG RETURN DATE
/t~ . 04/18/06
ADDRESS
4000 Derry Street, Harrisburg, PA 17111
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051058
15056051058
---1R,(
J
-1
15056052059
REV-1500 EX
Decedent's Social
Number
Decedent's Name:
Genevieve
T Wolfgang
180-05-0640
RECAPITULATION
1. Real estate (Schedule A). ............................................ 1.
0.00
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 2.
0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3.
0.00
4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6,349.37
0.00
6. Jointly Owned Property (Schedule F) c:=; Separate Billing Requested . . . . . " 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) <:.:) Separate Billing Requested.. . . . . .. 7.
0.00
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
6,349.37
6.349.37
342,122.03
348,471.40
-342,122.03
0.00
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10.
11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.00
16.
0.00
17.
0.00
18.
0.00
19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
L
15056052059
Side 2
15056052059
--'
REV-1500 EX Pa~e 3
Decedent's Complete Address:
DECEDENT'S NAME
Genevieve T Wolfgang
STREET ADDRESS
West Shore Health & Rehab Center
fJI.'.N~Il"lJ),.r.
00176
DECEDENT'S SOCIAL SECURITY NUMBER
180-05-0640
770 Poplar Church Road
CITY
Camp Hill
STATE
PA
ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
A. Enter the interest on the tax due.
(5A)
(5B)
0.00
0.00
0.00
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
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 [iJ
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 [i]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
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.
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 three (3) percent [72 P.S. 99116 (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 zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child 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 zero (0) percent [72 P.S. 99116(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 four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [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.
-
Rev-1502EX + (1-97)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
FILE NUMBER
2006-00176
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which
property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
NONE
$0.00
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$0.00
Rev-1503EX + (1-97)
. .
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
FILE NUMBER
2006-00176
All propert .ointl
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. NONE
$0.00
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$0.00
Rev-1507EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE D
MORTGAGES & NOTES RECEIVABLE
GENEVIEVE T. WOLFGANG
FILE NUMBER
2006-00176
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
NONE
$0.00
TOTAL (Also enter on line 4, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$0.00
Re~-1508EX + (1,-97)
SCHEDULE E
CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
FILE NUMBER
2006-00176
Include proceeds of litigation & the date proceeds received by estate. All property jointly owned with right of survivorship must be disclosed
on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
BANK ACCOUNTS:
A. PNC Bank, National Association
Checking Account No.: 5140160682
(Account Closed March 8, 2006)
$2,280.37
2. CERTIFICA TES OF DEPOSIT:
None $0.00
3. IRREVOCABLE BURIAL TRUST:
A. Wiedeman Funeral Home, Inc., Trustee $4,069.00
357 South 2nd Street, Steelton, PA 17113
Established and Funded January 20, 1995
4. MOTOR VEHICLES:
None $0.00
5. HOUSEHOLD GOODS AND FURNISHINGS:
Decedent was residing in an assisted living facility at time of death and owned
no household goods or furnishings at the time of her death. $0.00
6. CLOTHING & PERSONAL EFFECTS:
The decedent died seised of clothing and personal effects, the value of which
was less than the cost to have such property valued and sold in the opinion of the
Executor. And, therefore the Executor abandoned any interest the
estate had in such property. $0.00
7. MISCELLANEOUS RECEIPTS & REFUNDS:
None $0.00
TOTAL (Also enter on line 4, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$6,349.37
Re~-1509EX + (.1-97)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
FILE NUMBER
2006-00176
If an asset was made joint within one year of the decedent's death, it must be reported on Schedule G.
JOINTLY-OWNED PROPERTY:
LTR DATE
FOR JT MADE
TEN JT
DESCRIPTION OF PROPERTY
Attach Deed for jtly held real estate.
DATE OF DEATH
ASSET VALUE
% OF DECO'S
INTEREST
DATE OF DEATH
VALUE OF
DECO'S INTEREST
ITEM
NO.
Include name of financial institution, account number.
1.
A.
N/A
NONE
$0.00
50.000/0
$0.00
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$0.00
Re~-1509EX + (~-97)
SCHEDULE F-(CONT1D.)
JOINTL V-OWNED PROPERTY
COMMONWEALTH OF PA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
FILE NUMBER
2006-00176
ear of the decedent's death, it must be re orted on Schedule G.
L TR FOR
JOINT
TENANT
NAME OF
SURVIVING JOINT TENANT(S)
A. NONE
ADDRESS OF
SURVIVING JOINT TENANT(S)
RELATIONSHIP
TO DECO
Re~-1510 EX + (~-97)
COMMONWEALTH OF PA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
SCHEDULE G
INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY
FILE NUMBER
2006-00176
This schedule must be completed and filed if the answer to any of the questions 1-4 on reverse side of REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM
NO.
1.
Include name of transferee, relationship to decedent & transfer date.
Attach copy of Deed for real estate.
DATE OF DEATH
ASSET VALUE
$0.00
% OF DECD'S
INTEREST
100.00%
EXCLUSION
(If Applicable)
$0.00
TAXABLE
VALUE
$0.00
NONE
TOTAL (Also enter on line 7, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$0.00
Rev:1511 EX + (1-97)
COMMONWEALTH OF PA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
SCHEDULE H
FUNERAL EXPENSES & ADMINISTRATIVE COSTS
FILE NUMBER
2006-00176
Debts of the decedent must be reported on Schedule I.
ITEM NO. DESCRIPTION
AMOUNT
A.
FUNERAL EXPENSES:
1. Wiedeman Funeral Home, Inc., 357 South 2nd Street, Steelton, PA 17113
(See Irrevocable Burial Trust, Schedule E)
$4,069.00
B.
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
A. Monsignor Hugh A. Overbaugh
c/o St. Catherine Laboure Church
4000 Derry Street, Harrisburg, PA 17111
Social Security No.: 170-24-1557
Fees Paid: 2006
$320.00
2. Attorney Fees - Ricci & Taneff, 4219 Derry St., Harrisburg, PA 17111
$1,810.37
3. Probate Fees
Filing Fee - Register of Wills Cumberland County/Open Probate
Additional Fees - Register of Wills Cumberland County/Close Probate
Additional Fees - Register of Wills Cumberland County/Inventory & Inherit. Ret.
$70.00
$25.00
$30.00
4. Tax Return Preparer's Fees - None
$0.00
5. Advertising Fees:
Paxton-Herald
Dauphin County Law Reporter
$0.00
$0.00
8. Miscellaneous:
Photocopies - Ricci & Taneff, 4219 Derry Street, Harrisburg, PA 17111
$25.00
9. Reserves For Contingent Liabilities:
None
$0.00
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$6,349.37
Rev;1512EX + (1:97)
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENE~EVET.WOLFGANG
FILE NUMBER
2006-00176
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
TAXES:
Decedent not required to file either federal or state income taxes.
$0.00
2. DEBTS OF DECEDENT (Listed In Order of Priority):
A. Class 3 Claims Excluding Funeral:
(1) Commonwealth of Pennsylvania, Dept. of Public Welfare
Estate Recovery Program
P.O. Box 8486
Harrisburg, PA 17105
$22,809.83
B. Class 6 Claims:
(1) Commonwealth of Pennsylvania, Dept. of Public Welfare
Estate Recovery Program
P.O. Box 8486
Harrisburg, PA 17111
$319,312.20
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$342,122.03
Rev~1513 EX + (1.-97)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GENEVIEVE T. WOLFGANG
FILE NUMBER
2006-00176
Enter dollar amounts for distributions shown below on Lines 15 - 17, as a
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
ro riate, on REV-1500 Cover Sheet.
RELATIONSHIP AMOUNT OR
TO DECD SHARE ESTATE
I. TAXABLE DISTRIBUTIONS (Include spousal distributions)
Specific Bequests:
1. Monsignor Hugh A. Overbaugh
c/o St. Catherine Laboure Church
4000 Derry Street, Harrisburg, PA 17111
(Item 2 & Item 4, Last Will and Testament)
Parish Priest
$0.00
2. Elsie Harlan
333 Gettysburg Pike, Mechanicsburg, PA 17055
(Item 3, Last Will and Testament)
Friend
$0.00
Residuary Estate:
Charities (Item 5, Last Will and Testament)
1. Food For The Poor, Inc.
550 S.W. 12th Avenue, Deerfield Beach, FL 33442
Charity
33.330/0
2. Father Baker's Victory Homes
780 Ridge Road, Lackawanna, NY 14218
Charity
33.33%
3. Catholic Church Extension Society
150 South Wacker Drive, 20th Floor, Chicago, IL 60606
Charity
33.330/0
Decedent's estate was insolvent. As a result, no distributions
of any money or property were made to the beneficiaries
listed above.
II.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTION UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1 . None
$0.00
B. CHARITABLE & GOVERNMENTAL DISTRIBUTIONS
1 . None
$0.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON
LINE 13 OF REV 1500 COVER SHEET
If more space is needed, insert additional sheets of the same size)
$0.00
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LAST WILL AND TESTAMENT OF GENEVIEVE T. WOLFGANG
I, GENEVIEVE T. WOLFGANG, of the Township of Upper Allen,
County of Cumberland, and State of Pennsylvania, being in good
bodily health and of sound and disposing mind and memory, and
not acting under duress, menace, fraud, or undue influence of
any person whomsoever, merely calling to mind the frailty of
human life, and being desirous of disposing of my worldly goods
while I have the strength and capacity so to do, I do make,
publish and declare this my LAST WILL AND TESTAMENT. I hereby
revoke, cancel and annul all my former Wills and Testaments,
including codicils thereto, by me at any time made, and declare
this alone to be my LAST WILL AND TESTAMENT.
AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH
IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ:
ITEM 1.
I direct that my Executors hereinafter named pay
and discharge all of my just debts, funeral and testamentary
expenses.
ITEM 2.
--
I give, devise and bequeath the sum of Five
Thousand Dollars ($5,000.00) , free from tax, to MONSIGNOR HU~!:!
A. OVERBAUGH, per stirpes. It is my hope that Monsignor
Overbaugh will from time to time place flowers on my late
Husband's grave, as well as my grave.
ITEM 3.
I give, devise and bequeath the sum of Five
Thousand Dollars ($5,000.00), free from tax, to MRS. ELSIE
HARLAN, per stirpes.
ITEM 4.
I give, devise and bequeath my mobile home and
shed, as well as contents therein, to MONSIGNOR HUGH A.
OVERBAUGH, per stirpes.
>- ..,~.. _' ~. < .' ,- .t-"~_f'/ /.~7 ,;.:7 _
.GE'NEtI'~\~t ~ L:"~~G1;t-'7fg.<:?
1
ITEM 5.
All the rest, residue and remainder of my entire
estate, wheresoever situate and whatsoever it may consist of, I
give, devise and bequeath, absolutely and in fee, to the
following named organizations, share and share alike, per
stirpes:
A. FOOD FOR THE POOR, INC.
B. FATHER BAKER'S VICTORY HOMES OF CHARITY
C. THE CATHOLIC CHURCH EXTENSION SOCIETY
ITEM 6. I hereby nominate and appoint MONSIGNOR HUGH A.
OVERB~UGH as Executor of this my last Will.
ITEM 7.
I direct that my personal representatives, as
well as their successors, shall not be required t give bond for
the faithful performance of their duties in any jurisdiction.
ITEf\1 8.
--
I direct that all estate, succession, legacy,
inheritance or other transfer taxes, however designated that
shall become payable by reason of my death in respect of all
property comprising my gross estate for tax purposes, whether
or not such property passesunder this Last Will, shall be paid
by my Executor out of my residuary estate.
ITEM 9.
I grant to my personal representatives herein
named, in addition to, but not in limitation of those powers
vested by law, to be exercised without prior application to or
approval of any court, the power and authority to retain
indefinitely any property, to invest and reinvest any assets or
the proceeds derived from the sale of assets, although said
investments may not be of the character prescribed by law, to
sell, convey, assign, transfer and encumber any property, to
pay, settle or compromise all claims, to make distribution or
divisions in cash or in kind, and in general to exercise all
powers in the management of any property hereunder which any
individual could exercise in the management of similar property
owned in his own right, and to execute and deliver any and all
instruments and to do all acts which may be deemed necessary
and proper.
1-"/ ---.") 1/'
...-</\._L;-?'L.LZ L.-<.e ';.-'2./ .>1:;::_.u}'(; "',~- .;~C7
GENEVIEVE T. WOLFGANG ,;.77./:-
,/
--__~~n_____________________________
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, GENEVIEVE T. WOLFGANG ,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 purpose therein expressed.
Sworn or affirmed to and acknowledged hefore me,
by ~ENEVIEVE T. WOLFGANG
, the TESTATRIX, this 12th Jay
of
June
, 19.2].
- jO...
j,\i"
NO~Y .~~~~--~
Mechanicsburg, PA
My Commission Expires:
" .'.
I: ill; ~.f-!. ~ ~" j . Iii
',~ 1.."1'
! /1'), '/;,,):;
The preceding instrument consisting of this and two (2)
other typewritten pages, identified by the signature of the
TESTATRIX, was on the date thereof signed, published and
declared by GENEVIEVE T. WOLFGANG, the TESTATRIX thereLl named
as and for her LAST WILL AND TESTAMENT.
Residing at 352 S. Sporting Hill Road
Meehan icsburg, PA._l:2Q55.
~ /-t-~
CHRISTINE M. FORTI
Residing at 352 S. Sporting Hill R~~D
Mechanicsburg, PA 17055
A F F I D A V I T
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55
We G LAD Y S B. S P RAM ELL I and C H R 1ST I NL_~.J.J___ ' t Ii ..~
witnesses whose names are signed to the attached or forP-C]oin(1
instrument, being duly qualified according to law, do d(~pi):';r' and
say that we were present and saw TESTATRIX sign and ex0.Cu!:;: U!(,
ins t rum en t a s 11 e r LAS 'r WI L L; t hat she s i g n e d w i 11 i n I] 1 Y and t Ii ;1~. ,; :1
e x e cut e d ita she r f r e e and vol un tar y act for the p l.l r po set. 11 i:'. JJ: .i.; ,
expressed; that each of us in the hearing and f.>ight of the
T EST A T R I X s i g n e d the WI L Las wit n e sse s; and t hat tot h e bE's +.: () f () l1 i
knowledge the TESTATRIX was at the time 18 or more years or (1(11,0, (if
sound mind and under no constraint or undue influence.
Sworn olr affirmed to and subscribed to before me by
GLADYS B. SPRAMEI.LI and CHRISTINE M. FORTI
witnesses, this
12th ,day of
June
, 1991.
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NO
f Me
My
3
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of: GENEVIEVE T. WOLFGANG
also known as N/A, Deceased
No. 2006-00176
Date of Death: Jan. 16, 2006
Social Security No. 180-05-0640
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include
all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said
Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the
Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which
appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and
correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904 relating
to unsworn falsification to authorities.
Name of Attorney: Paul Taneff, Esq.
Attorney I.D. No.: 63777
Address: 4219 Derry Street, Harrisburg, PA 17111
Phone: (717) 564-5833
Personal Rep.rece(s):
~ d O':L Y. Monsignor Hugh A. Overbaugh
Dated: April 18, 2006
Description
Value
1. REAL ESTATE: SCHEDULE A
2. STOCKS AND BONDS: SCHEDULE B
$0.00
$0.00
$0.00
3. CLOSELY HELD CORPORATION, PARTNERSHIP OR SOLE PROPRIETORSHIP: SCHEDULE C
4. MORTGAGES & NOTES RECEIVABLE: SCHEDULE 0
$0.00
5. CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY: SCHEDULE E
6. JOINTLY OWNED PROPERTY: SCHEDULE F
$6,349.37
$0.00
$0.00
$6,349.37
7. INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY: SCHEDULE G or L
8. TOTAL GROSS ASSETS
9. FUNERAL EXPENSES & ADMINISTRATIVE COSTS: SCHEDULE H
$6,349.37
$342,122.03
10. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS: SCHEDULE I
11. TOTAL DEDUCTIONS
N/A
12. NET VALUE OF ESTATE
N/A
13. CHARITABLE AND GOVERNMENTAL BEQUESTS: SCHEDULE J
N/A
14. NET VALUE SUBJECT TO TAX
N/A
TOTAL GROSS ASSETS:
$6,349.37
NOTE: The Memorandum of real estate outside of the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item
but such figures should not be extended into the total of the inventory.
RW-8
RK