HomeMy WebLinkAbout10-26-06
REV-15oo EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
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Wolfe Har E.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
04/21/2006 02/18/1981
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[R] 1. Original Retum
o 4. Limited Estate
[R] 6. Decedent Died Testate (Attach copy of Win)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of TrusQ
o 10. Spousal Poverty Credit (dale of death between 12-31-91800 1-1-95)
OFFICiAl USE ONLY
FIl.E NUMBER
~~ 1 -0 6 0 7 0 6
COONTYCOoE -yeA~ - - NuMiiER- -
SOCIAL SECURITY NUMBER
1 96- 1 4 - 2 161
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (dale of death priorlD 12-13-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under See. 9113(A) (Attach SchO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
John M. Eakin Market Square Buildingl
FIRM NAME (If Applicable)
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Mechanicsburg, PA 17055
TELEPHONE NUMBER
717 766-3172
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
(1)
(2)
(3)
(4)
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5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total. Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X _(15)
X _(16)
X .12 (17)
312,399.13 X .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
1215,000.00
'J ,418.83
.
OFFICIAL USE ONLY
--J
207,454.78
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; 11
(8)
333,873.61
113,728.99
'1 ,745.49
(11)
(12)
(13)
18,474.48
315,399.13
3,000.00
(14)
312,399.13
46,859.87
46,859.87
Decedent's Ccmplete Address:
STREET ADDRESS
I 2436 Lambs Gap Road
CITY
Enola
~PA
I ZIP
17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B, Prior Payments
C. Discount
(1 )
46,859.87
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E} (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AG,ENT
0.00
46,859.87
46,859.87
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 [2S]
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [2S]
c. retain a reversionary interest; or ...................................................................................................... 0 [2S]
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [2S]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?............................................................................................... 0 [2S]
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 [2S]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [2S]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, cornect and complete,
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RES~~SIBL FOR FILING RECfIRN) . DATE
\"" . , C~ 10/26/2006
ADDRESS Market Squ r Building
Mechanics u PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
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. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. ~9116(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. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wolfe. Harry E. 21 06 0706
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 iointly-owned with riaht of survivorship must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
2436 Lambs Gap Road, Enola, PA 17025, see attached appraisal
VALUE A T DATE
OF DEATH
125,000.00
TOTAL (Also enter on line! , Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
125000.00
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Uile I~o. LAMBSGAP24J61 PaY!'-1L~J
SUMMARY OF SALIENT FEATURES
Subject Address 2436 LAMBS GAP ROAD
Legal Description DEED BOOK AND PAGE ARE NOT LISTED ON THE TAX RECORDS
Cily MECHANICS BURG
County CUMBERLAND
State PA
Zip Code 17050
Census Tract 0113.01
Map Relerence 10-11-3016-018A
: Sale Price S N/A
Date 01 Sale N/A
Borrower/Clienl N/A
Lender JOHN EAKIN-ATTORNEY AT LAW
Size (Square Feet)
Price per Square Foot S
Location BTR AVERAGE
:'
Age
-
Condilion
. Total Rooms
-
Bedrooms
Baths
Appraiser ROBERT K. BANZHOFF
Date of Applalsed Value 9/1/06
Anal Estimate 01 Value $ 125,000
Fonn SSO - "WinTOTAL'applaisal software by a lamode, Inc. -l-800-AlAMOOE
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[tile No. LAMItiGAP~4J61 Paoe #JI
LAND APPRAISAL REPORT
Census Tract 0113.01
File No. LAMBSGAP2438
Map Reference 10-11-3018-G18A
BOIIower HI A
Property Address _2438 LAMBS GAP ROAD
City MECHANICSBURG County CUMBERLA!il?_
legal Description DEED BOOK AND PAGE ARE NOT LISTED ON THE TAX RECORDS
Sale Price $ N/A Dale of Sale N/A loan Term N/A_ yrs. Property Rlghls Appraised 0 Fee [J leasehold 0 De Minimis PUD
Actual Real Estate Taxes $ 500 __ (yr) Loan charges to be paid by seHer $ __Other sales concessions
- lender/Client JOHN EAKIN-ATTORNEY AT LAW Address MARKET SQUARE BUILDING, MEC:HANICSBURG PA 17055
Occupant VACANT Appraiser ROBERT K. BANZHOFF Instructions to Appraiser ESTIMATE MARKET V/\LUE
State PA
ZIII Code 17050
Urban Suburban Rural
o Over 75% C'<J 25% to 75% [] Under 25%
o FuHy Dev. [] Rapid 0 Sleady 0 Slow
o Increasing 0 Stable 0 Declining
o Shortage [J In Balance [J Oversupply
[8J Under 3 Mos. [] 4.6 Mos. [] Over 6 Mos.
~% 1 Family _11% 2.4 Family _-.-9.% Apts --.!1% Condo -.-!% Commercial
0% Industrial 55% Vacant 0%
Change In Plesenlland Use 0 Not likely -LJ Likely (') !Xl Taking Place (')
(') From VACANT To SINGLE FAMILY
i2<J Owner 0 Tenant _~_% Vacant
$ 140 to $Jl~ Predominant Value $ 250
----.Jl yrs. to 100+ yrs. Predominant Age 20 yrs.
Good Avg. Fair Poor
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018100
0000
0000
0000
0000
0000
location
BuiilUp
Growth Rate
Property Values
Demand/Supply
Marketing Time
Present land Use
Employment Stability
Convenience to Employmenl
Convenience 10 Shopping
Convenience 10 Schools
Adequacy 01 Public Transportation
Recreational facilities
Adequacy 01 Utilities
Property Compatibility
Protection Irom Delrimental Conditions
Police and Fire Protection
General Appearance of Properties
Appeal to Market
PTedominant Occupancy
Single Family Price Range
Single Family Age
Comments Including those lactors, lavorable or unlavorable, affecting marketabilily (e.g. public parks, schools, view, noise): This suburban nel hbor hood has
relatively easy access to employment and servIces, and Is competitive with other neighborhoods In the general area. Most have
almllar amenities.
\~
_8ACRES Sq. Fl or Acres Corner lot
Presentlmprovemenls 0 do 0 do nol conlorm to zoning regulations
Dimensions SEE LEGAL DESCRIPTION
Zoning c1assllication R1 SINGLE FAMILY RESIDENTIAL
Highest and best use [5<:] Presenl use [lQt~sJl.e~J
Public Other (Describe) OFF SITE IMPROVEMENTS Topo SLIGHT SLOPE
o Slteet Access 0 Public 0 Private Size TYPICAL FOR AREA
o NONE Surlace ASP HAL T Shape IRREGULAR
o NONE Maintenance 0 Public 0 Private View AVERAGE
o NO~__ [J Storm Sewer 0 Curb/Gutter Drainage APPEARS ADEQUATE
[J Underground Elect. & Tel. ~dewa~___-.D Str~illigl1ls. 'I the property located In I HUD ldenllfted Speclll Rood HllIrd Arel? 0 No 0 VII
Comments (favOlaWe 01 un'avOlaWe Inclurllng any aflllarent adverse e",ments, encroachment" 01 other adverse conditions): THE HOME IS LOeA TED BACK A RIGHT OF
WAY. THERE IS CURRENTLY AN OLD LOG HOME AND SHEDS ON THE PROPERTY THE BUILDING ARE NOIT GIVEN ANY VALUE ON
THIS REPORT.
Elec.
Gas
Water
San. Sewer
The undl!rslgned has recRed three recent sales of properties most similar and proximate 10 subject '00 h.. considered these In the market analysis. The dl!scription Includes . dollar
ad;Jslmenl reftecting markel reaction to those ilerns of significant vadation between the sub"ct and comp;oable properties. II a significant Rem In tbe comparable plOperty i, superior
to 01 mOle favOlable than the subject propelly, a minus (-) adjustment Is madl! thus redoclng the Indicated v.lue of subject; II . significant ilem In the comparable Is Inlerlor to 01 less
lovorable than the subject property, a plus (+) adjustment is made thus increasing the indicated value of the subject.
ITEM SUBJECT PROPERlY _CjJMPARABlE NO.1
Address 2438 LAMBS GAP ROAD TRAIL LANE
MECHANICS BURG ENOLA
PtoxlmRv to Subiect I 2.88 es NE
Sales Pllce $ N/ A .
Price t.
pata Soulce INSPECTION
Date of Sale and DESCRIPTION
Time Adjustmenl N/A
Localkm BTR AVERAGE
_SiteNiew 8 ACRES
RIGHT OF WAY
.3000
Sales or Financing
Concessions
Net Adl. notal) ... 800
Indicated Value
of Subject 130 200
Comments on Markel Data: All fO~!Ialea are considered to be reliable Indlcatora of value. and are weighted slmllarl In the Onal
reconciliation. Insufficient sales In closllJ1roxlmllv to the !,ubJect properly require the appraiser to extend search arametera. In
order to find comparables ..Ies It was necess!!...rv to us. less recent sales.
Commenls and CondRlons 01 Appraisal: THE APPRAISAL IS SUBJECT TO A HOME BEING ABLE TO BE CONSTRUCTED ON THIS LOT.
9/1/08 20~ tobe$ 125000
o Did 0 OM! Not Physically Inspect PToperty
Central Penn Appraisals, Inc. (717l737-4600
Form lND - "Win TOTAL' appraisal software by a la mode, Inc. - 1-800-AlAMOOE
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135 000
....800
LAND APPRAISAL REPORT
MARKET DATA ANALYSIS
lu!~_No. LAMBSGAf'24J61 PHO. #61
File No. LAMBSGAP2436
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If EM j SUBJECT PROPERTY COMPARABLE NO. 4 COMPAAABLE NO. 5 COMPAAABLE NO. 6
Address 2436 LAMBS GAP ROAD 141 LOCUST POINT ROAD
MECHANICSBURG MECHANICS BURG
Prollimif'Llo Subiect .~.,~tiIiJI
Sales Price $ N/A ., Is 108.00~.&':~a;tH~1 $ ~~
Price 1 ' ':'<":-tii:fI;ll"<'lnIS ',~, 1$
-.---
Data Source INSPECTION ASMT RECORDS/MLS/AGENT/
Date 01 sale and DESCRIPTION DESCRIPTION /+(-)$ Mi!.it DESCRIPTION 1+1-1$ Adiost. DESCRIPTION I + (-)$ Adiusl
- Time Ad/UslmenL- N/A_____ J-3-06/173 : :
L~~alion BTR AVERAGE BTR AVERAGE : : :
;. ~ew 6 ACRr;,;;____.._ ij~~cJ!~~I1.1Q(l
RIGHT OF WAY ROAD FRONTAGE , -6,O0l).
, ,
, , ,
Sales or Financing i , ,
Concessions N/A .; : $
iktAdLili~ ",~+, 11.;:$ 5,100 II + r I. iRis
'~"'" ;jl?::J.~:';:" '~l: Itl:" .01 :'1 s
Indicated Varue :)'\'~;~riili:;:r~.'1i;;~1 $ ~~'if~(;,j ':'iI\!, ,J:I~~";
of Subject . ' '~)"" Nel,i!4.7\' 113100 ' ,..'\I Nilt'ii,('\ ,'I $
Comments:
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REV-1503 EX + (6-9B)
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FilE NUMBER
21 06
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ESTATE OF
Wolfe. Harry E.
0706
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
DESCRIPTION
Series E.Savings Bond, Issue Date 12/1959 Issue Price $18.75 + Interest $1139.75
Final Maturity 12/1999, see attached
VALUE AT DATE
OF DEATH
188.50
Series E. Savings Bond, Issue Date 12/1950 Issue Price $18.75 + Interest $'135.51
Final Maturity 12/1990, see attached
154.26
Series E. Savings Bond, Issue Date 06/1945 Issue Price $18.75 + Interest $B4.58
Final Maturity 06/1985, see attached
113.33
Series E. Savings Bond, Issue Date 12/1961 Issue Price $18.75 + Interest $188.00
Final Maturity 12/2001, see attached
206.75
Series E. Savings Bond, Issue Date 12/1960 Issue Price $18.75 + Interest $'178.43
Final Maturity 12/2000, see attached
197.18
Series E. Savings Bond, Issue Date 12/1959 Issue Price $18.75 + Interest 1159.75
Final Maturity 12/1999, see attached
188.50
Series E. Savings Bond, Issue Date 12/1958 Issue Price $18.75 + Interest 1'70.59
Final Maturity 12/1998, see attached
189.34
Series E. Savings Bond, Issue Date 12/1957 Issue Price $18.75 + Interest 1152.22
Final Maturity 12/1997, see attached
180.97
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheels of the same size)
1418.83
Savings Bond Calculator
Page 1 of 1
Savin~
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04/2006
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Series
Denomination
Serial Number
E Bonds
$ 25
# Bonds
8
Total Price
$150.00
Total Value
$1.,418.83
Total Interest
$1,268.83
Issue Interest
Serial Number Issue Date Series Denom Price Interest Value Rate
12/1959 E $25 $18.75 $169.75 $188.50
12/1950 E 25 18.75 135.51 154.26
06/1945 E 25 18.75 94.58 113.33
12/1 961 E 25 18.75 188.00 206.75
12/1960 E 25 18.75 178.43 197.18
12/1959 E 25 18.75 169.75 188.50
12/1958 E 25 18.75 170.59 189.34
12/1957 E 25 18.75 162.22 180.97
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
MA Matured and Not Earning Interest
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Issue Date
YTD In1
$0.0
Next Final
Accrual Maturity
12/1999
12/1990
06/1985
12/2001
12/2000
12/1999
12/1998
12/1997
Wolfe, Harry E.
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 1
21 06 0706
File Number
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
DESCRIPTION
M&T Bank Checking Account # 91279003, see attached
VALUE AT DATE
OF DEATH
1,879.8E
M& T Bank Checking Account # 950271760, see attached
32,490.2S
M& T Bank Checking Account #950271779, see attached
5,314.65
M& T Bank Savings Account #021000001196486, see attached
19,381.8C
M& T Bank Certificate of Deposit #031003913309009, see attached
3,496.23
M& T Bank Certificate of Deposit # 031003913938634, see attached
36,428.46
M&T Bank Certificate of Deposit # 031003914482474, see attached
24,018.62
The Hartford Life Annuity Contract #711 098289, see attached
50,194.32
PNC Bank Savings Account # 5130095362, see attached
2,585.78
1 st National Bank of Marysville Savings Account #18008240, see attached
13,189.74
Fulton Bank Account #9903-26785, see attached
7,987.03
Cash
8,328.32
Ritter True Value Hardware, miscellaneous guns
25.00
The Hartford Life Insurance Company Account #711098289, interest checks
691.03
2005 Income Tax Return Refund
516.00
SUBTOTAL SCHEDULE E
206,527.16
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Wolfe, Harry E.
Decedent's Name
Page 2
21 06 0706
File Number
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
16. United Food and Commercial Workers Union 445.8E
17. AAA Central Penn, Refund 29.97
18. M&T Bank Certificate of Deposit #31003914482474 interest 209.7~
19. Miscellaneous personal property, appraised value, see attached 242.0C
SUBTOTAL SCHEDULE E 927.62
GRAND TOTAL SCHEDULE E $ 207,454.78
m1 M&rBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
August 16,2006
John Eakin
Attorney At Law
Market Square Building
Mechanicsburg, Pennsylvania 17055
Re: l?state of: l!a~'2l.1P Wolfe
Social Securitu: 196-14-2161
Date of Death: April 21. 2006
Dear Sir or Madam:
Per a memo from Barry at M&T Bank, dated August 10, 2006, please be advised at the time of
death, the balance on the above referenced account was:
l. Type of Account Checking Account
Account Number 91279003
Ownership (Names of) Harry E Wolfe *
Opening Date 08/28/73 Closed 08/10/06
Balance on Date of Death $1,879.78
Accrued Interest $ 0.10
Total $1,879.88
2.
Type of Account
Checking Account
Account Number
950271760
Ownership (Names of)
Harry E Wolfe *
Opening Date
08/23/99 Closed 08/15/,06
$32,489.93
Balance on Date of Death
Accrued Interest
$
0.36
Total
$32,490.29
//
/
3.
f
5.
6.
Type of Account
Checking Account
Account Number
950271779
Ownership (Names oj)
Harry E Wolfe *
Opening Date
08/23/99 Closed 08/10/06
$5,314.21
Balance on Date of Death
Accrued Interest
$
0.44
Total
$5,314.65
Type of Account
Savings Account
Account Number
015004207088821
Ownership (Names oj)
Harry E Wolfe *
Anna V Burkholder *
Opening Date
10/23/02 Closed 06/26/06
$1,639.97
Balance on Date of Death
Accrued Interest
$
0.03
Total
$1,640.00
Type of Account
Savings Account
Account Number
021000001196486
Ownership (Names oj)
Harry E Wolfe *
Opening Date
01/01/68 Closed 08/10/06
$19,379.25
Balance on Date of Death
Accrued Interest
$
2.55
Total
9,381.80
Type of Account
Certificate of Deposit
Account Number
031003913309009
Ownership (Names oj)
Harry E Wolfe *
Opening Date
OS/21/ 04 Closed 08/10/06
Balance on Date of Death
$3,242.00
$ 254.23
.$3,496:23
Accrued Interest
Total
"
7.
Type of Account
Certificate of Deposit
Account Number
031003913938634
Ownership (Names of)
Harry E Wolfe *
Opening Date
08/23/99 Closed 08/10/06
$36,240.33
$ 188.13
Balance on Date of Death
Accrued Interest
Total
$36,428.46
8. Type of Account Certificate of Deposit
Account Number 031003914482474
Ownership (Names of) Harry E Wolfe *
Opening Date 05/16/95 Closed 08/10/06
Balance on Date of Death $24,000.00
Accrued Interest $ 18.63
Total $24,018.63
* For further account information, regarding ownership, closures and! or reimbursement of
funds, etc., please contact the Mechanicsburg Office # 717-697-1515.
M & T Bank
DOD Unit / Records Management
Hartford Life
August 22, 2006
Attny John Eakin
Market Square Building
Mechanicsburg PA 17055
Re: Hartford Annuity Contract # 711098289
Decedent: Harry E Wolfe
Dear Attny Eakin:
Thank you for your correspondence regarding the above annuity contract.
The death benefit payable under this contract is not considered "life insurance" reportable
on IRS Fonn 712, (life insurance statement). Please find the below information in
response to your request.
Contract Number:
Owner:
Owner's SSN#:
Deceased:
Date of Deatlt:
Date of Deatlt Value:
711098289
Harry E Wolfe
196-14-2161
Harry E Wolfe
April 21, 2006
$50,194.32
If you have any questions or concerns, please feel free to contact your investment
professional, or one of our annuity specialists by calling 1-800-862-6668, Monday
through Thursday from 8 a.m. to 7 p.m. and Friday from 9: 15 a.m. to 6 p.m., Eastern
Standard Time. We will be happy to assist you. Thank you for the opportunity to help
provide for your financial needs.
Sincerely,
J. Fleming
Investment Product Services
ICS-Death Benefit Contract Change Team
Hartford Life Insurance Company
Hartford Life Insurance Companies
200 Hopmeadow Street
Simsbury, CT 06089
Toll Free 1 800 862 6668
Investment Product Services
Mailing Address: P.O. Box 5085
Hartford, CT 06102-5085
www.hartfordinvestor.com
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August 17, 2006
Mr. Eakin
2 E Main St
Mechanicsburg, P A 17055
scp
RE; Estate ofHany E Wolfe (Deceased)
SSN: 196-14-2161
DaD: 04-21-2006
Dear Mr. Eakin:
In response to your request for Date of Death balances for the customer noted above, our
records show the follo'wing:
Sal'ings Account
Account #5130095362
Established 07-18-1985
HARRY E WOLFE
DOD balance: $2,582.22 + $0_56 accrued interest
Accmmt #5130109058 Established 03-31-1983
HARRY E WOLFE ~M!JJA f/1'hIfAJ3-u~I(J0l- P Ii [l..
000 balance: $55,843.68 + $6.95 accrued intCTest
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process aoy financial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local! PNC Bank branch
office_
Sincerely,
~2-~
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 First Ave.
Pittsburgh PA 15219
Member FDIC
TOTAL P.~
PClr.:~' 1
Harry E Wolfe
2436 Lambs Gap Rd
Enola PA 17025
Accoun t Number
statement Date
Page
TYPE OF ACCOUNT--Statement Savings Unlinked
Statement Summary
18008240
4/24/06
1
3/27/06
o
Beginning Balance
Deposits/Credits
Checks/Debits
Interest Paid
Ending Balance
Interest rate
APY
o
o
Credits
Debits
Credits/Deposits
13,185.13
.00
.00
6.58
13,191. 71
0.65%
0.65%
Date
Amount
Description
4/24
6.58
Interest Deposited
. Daily Balance Information
Balance
13,185.13
13,191. 71
Balance
Date
Balance
Date
Beginning Balance
4/24
Date
d ~it ,I de t/U
)J;f[; 13
/_j, fl
--
'(3 III ,1~
1057 0025
18525 Y
FW.tonBank
LISTENING.
STATEMENT OF ACCOUNTS
9903-26785
STATEMENT PERIOD
FROM THROUGH
x
I .~
'~".r
I, "III,,, 111"".1.1,1,1"" II",", .1,11",1,,11 "11,,,1,1,1
HARRY E WOLFE
2436 LAMBS GAP RD
ENOLA PA 17025-1127
4-01-06
PAGE
4-30-06
1 OF
7
1
o ENCLOSURES
7
FULTON FUND
PREVIOUS DEPOSITS/
STATEMENT BALANCE CREDITS
7,979.95
CHECKS/
1 DEBITS
9.44
ACCOUNT: 9903-26785
SERVICE
o FEES
.00 .00
ENDING
BALANCE
7,989.39
INTEREST PAID THIS YEAR
ACCOUNT/INTEREST INFORMATION
37.70
DATE ACTIVITY DESCRIPTION REFERENCE
04-01 BEGINNING BALANCE
04-28 INTEREST CREDIT
04-30 ENDING BALANCE
DEPOSITS/ CHECKS/
CREDITS DEBITS
9.44
BALANCE
7,979.95
7,989.39
7,989.39
*** ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM 4-01-06 THROUGH 4-30-06 ***
ANNUAL PERCENTAGE YIELD EARNED 1..45%
AVERAGE DAILY COLLECTED BALANCE 7,979..95
INTEREST EARNED . 9..44
SERVICE FEE BALANCE INFORMATION FROM 4-01-06 THROUGH 4-30-06
AVERAGE LEDGER BALANCE 7,979.95 AVERAGE COLLECTED BALANCE
MINIMUM LEDGER BALANCE 7,979.95 MINIMUM COLLECTED BALANCE
7,979.95
7,979.95
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DIRECT FUTITON BA~K DIRECT BANKING CENTER
INQUIRIES TO: PO BOX 504
EAST PETERSBURG, PA 17520-0504
/I g {J / g> $12
Member ED. I.e.
fultonbank.com
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Frank Potteiger
269 N Middlesex Rd
Carlisle, Pa 170 I 3
John Eakin,atty.
Market Square Building
Mech., Pa 17055
Appraisal tot Estate of llarry Wolfe, Lambs Gap Rd., Enola.
Hand tools
Misc. stands & Furniture
W oodstove
Lawn Blowers
Garden tools, car parts
$ J 2.00
50.00
60.00
45.00
75.00
Total Appraisal:
$242.00
Fee: $100.00
thank-you!
......~.l...1
REV-1508 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Wolfe. Harry E.
FILE NUMBER
21 06
Include the proceeds of litigation and the date the proceeds were received by the esltate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0706
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
See Attachment Page(s)
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
207454.78
HI:V.15111:J\.+ (1l-l;Il;I)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Wolfe. Harry E.
FILE NUMBER
21
06
0706
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Carlisle Memorial Service, Inc. 136.0C
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) John M. Eakin 10,250.0C
Social Security Number(s)/EIN Number of Personal Representative(s) I ~ - J f~~ 9'1/
Street Address Market Square Building
City Mechanicsburg State P A Zip 17"055
Year(s) Commission Paid: 2.0D7
2. Attomey Fees John M. Eakin 5,000.OC
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters Testamentary 360.0C
5. Accountanfs Fees
6. Tax Retum Preparer's Fees
7. The Cumberland Law Journal, Estate Notice 75.0C
8. Central Penn Appraisals, Inc., Real Estate Appraisal 275.0C
9. U.S. Postal Service, stamps 39.0C
10. M& T Bank - returned deposited item fee 20.0C
11. M& T Bank- Deluxe Checks and check return option fee 36.0C
12. The Sentinel, Estate Notice 107.9~
13. Brenda Shaeffer, Heir search 50.0C
14. Frank Potteiger, personal property appraisal 100.0C
15. Register of Wills- account filing fee 280.0C
TOTAL (Also enter on line! 9, Recapitulation) $ 16 728.9~
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
'*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wolfe. Harry E.
FILE NUMBER
21 06
0706
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Hampden Township- Sewer and trash
VALUE AT DATE
OF DEATH
132.67
2. Verizon, telephone
69.33
3. Marie Huber, school tax, co and twp tax and personal tax
712.55
4. PPL Electric Utilities, electric
830.94
TOT At (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
1 745.49
",v.""", ".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Wolfe Harrv E 21 06 0706
RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS pnctude outright s~usal distributions, and transfers under
Sec. 9116 (a)(1. )]
See Attachment Page(s)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 DISTRIBUTIONS
1. Market Square Presbyterian Church 2,000.00
205 2nd Street
Harrisburg, PA 17101
2. Helen O. Krause Animal Foundation 1,000.00
PO Box 311
Mechanicsburg, PA 17055
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 3.000.00
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Wolfe, Harry E.
Decedent's Name
Page 2
21 06 0706
File Number
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Donald Strawser None $100.00 bequest
2435 Lambs Gap Road
Enola, PA 17025
2 Gary Kurtz None $100.00 bequest
2431 Lambs Gap Road
Enola, PA 17025
3. Ronald Sponsler None $100.00 bequest
2480 Lambs Gap Road
Enola, PA 17025
4. Violet Smith None $100.00 bequest
5. John Wolfe All of the following heirs of All are taxed at 15%
153 Jolee Drive decedent are residuary
Middletown, PA 17057 legatees and ar,e nieces,
6. Evelyn King nephews and children of
445 Maple Street nieces and nephews
Manchester, PA 17345
7. Shirley Houck
414 N. Second
Wormleysburg, PA 17043
8. Betty Seibert -
100 N. 5th Street
Halifax, PA
9. Donald Wolfe
RD 1 Box 106
Ickesburg, PA 17037
10. Kathleen Sites
327 Walnut Street
Millersburg, PA 17601
11. Linda Matter
146 E. Arch Street
Elizabethville, PA 17023
12. Richard Bauer
101 Brewster Drive
Lancaster, PA 17603
13. Dorothy Wilson
724 Nancy Lane
Lancaster, PA 17600
14. Mike Sterback
206 W, Walnut Street
Lancaster, PA 17603
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Wolfe, Harry E.
Decedent's Name
Page 3
21 06 0706
File Number
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tl'ustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
15. Keith Sterback
206 W. Walnut Street
Lancaster, PA 17603
16. Betty Jane Dabler
1704 Rock Ledge Court
Lancaster, PA 17603
17. Raymond Wolfe
163 Red Tank Road
Boiling Springs, PA 17017
18. Athena Starliper I .
1206 Mainsville Road
Shippensburg, PA 17257
19. Veronica Starliper
44 Turner Drive
Fayetteville, PA 17222
20. Eric Paul Wolfe
R.D.1 Box 117-B
Loysville, PA 17057
21. Merle G. Wolfe, III
315 Westpoint Road
Aspers, PA 17304
22. George Allen Wolfe
315 Westpoint Road
Aspers, PA 17304
23. Theresa Ann Wolfe
410 Fairmont Road
Aspers, PA 17304
24. Robert L. Wolfe, Jr.
1169 Hiers Corner Road
Walterboro, SC 29488
25. Jack E. Wolfe
86 Cavenaugh Road
Walterboro, SC 29485
26. Judy A. Wolfe
160 Red Oak Drive
Statesville, NC 28677
27. Betty J. Binkley
405 Pitt Street
Enola, PA 17025
28. Melvin Wolfe
239 Lumber Street
Middletown, PA 17034
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Wolfe, Harry E.
Decedent's Name
Page 4
21 06 0706
File Number
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
29. Mary Swinn
7073 Carlisle Pike Lot #60
Carlisle PA 17013
30. Mae Wolfe Taylor
1323 Spring Road
Carlisle, PA 17013
31. James McMinn, Jr.
39 Faculty Road
Duncannon, PA 17020
32. Donna McMinn Witmer
122 Woods Drive
Mechanicsburg, PA 17050
33. Richard McMinn
248 Redwood Lane
Carlisle, PA 17013
34. John McMinn
4191 Old Gettysburg Road, Lot #11
Camp Hill, PA 17011
35. Frank Spidel
2714 Genne Circle
Dover, PA 17135
36. Marie Stephenson
Lanshire Hall, 2829 Lititz Pike
Lancaster, PA 17603
37. David Wolfe
403 S. B,altimore Street
Dillsburg, PA 17019
38. Richard Wolfe
47 N. Crest Acres
Lebanon, PA 17046
39. Peggy Crosby
916 Shippen Dam Road
Millersburg, PA 17061
40. Fred Etzweiler
245 Sheetz Road
Millersburg, PA 17061
41. Andrew Etzweiler
241 James Road
Millersburg, PA 17061
42. Jaimie Etzweiler
745 Middle Road
Millersburg, PA 17061
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Wolfe, Harry E.
Decedent's Name
Page 5
21 06 0706
File Number
Schedule J - Beneficiaries -1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
43. Susie Schickel
1729 Wilderness Drive
Lancaster, PA 17603
44. Terry Carvajal
317 Fulton Street
Akron, PA
45 Wyatt Wolf
46 Richard Sterback
Bates Circle
Great Mills, MD
47. Debra EI Sharkawi
322 Lehman Street
Lebanon, P A 17046
48 Dennis Spidel
49 Christine Spidel
50. Margaret Singer
707 Linden Avenue
Marysville, PA 17053
51. Perry Lodge 458 $1,000.00 bequest
Maple Avenue and Sylvan Street
Marysville, PA 17053
52. Masonic Homes $1,000.00 bequest
One Masonic Drive
Elizabethtown, PA 17022
53. American Legion Post 109 $1,000.00 bequest
224 W. Main Street
Mechanicsburg, PA 17055
'}!{nfi(- ?Jij1ilr \'tltD '(~-"JJlttJttrtt.t
OF
HARRY E. WOLFE
I~ HARRY E. WOLFE~ of Hampden Township~ Cumberland County~
Pennsylvania, being of sound and disposing mind~ memory and understanding, do hereby
make, publish and declare this my Last Will and Testament, hereby revoking and making
void any and all Wills by me at any time heretofore made..
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can conveniently be done.
2.
I direct that there shall be paid out of my residuary estate all estate, inheritance and
like taxes together with any interest or penalty thereon imposed by the Government of the
United States, or any state or territory thereof, or by any foreign government or political
subdivision thereof, in respect to all property required to be included in my gross estate
for estate, inheritance or like tax purposes by any of such governments, whether the
property passes under this will or otherwise.
3.
-" -J~-e-and-beqlleath-$3-;OO{t.OO-to-my-friend,-ANNA-BURK:I.IObDER, ~
survives meAlutlf.she-predeceascs me--the -gjc~SlH-lapse. i{ ~.' ~q't.
. \. ~
\
. 4.
I give and bequeath $1,000.00 to Perry Lodge 485- F & AM, ofMarysville,
L \ C::?:
Pennsylvania.
- 1 -
5.
I give and bequeath $2,000.00 to the general fund ofM~ket Square Presbyterian
Church, Harrisburg, Pennsylvania.
6.
I give and bequeath $1,000.00 to American Legion Post 109, Mechanicsburg,
Pennsylvania.
7.
I give and bequeath $1,000.00 to Helen O. Krause Animal Foundation of
Mechanicsburg, Pennsylvania.
8.
I give and bequeath $1,000.00 to the general fund of the Masonic Homes at
Elizabethtown, Pennsylvania.
9.
I give, devise, and bequeath all my real estate and the furnitur(~, fixtures, equipment
and tools located thereon to my friends, GORDON W. KOHR and CONNIE L.
KOHR, his wife, or the survivor of them. Upon the death of the survivor, I request the
real estate be passed by will to their daughters, CA THERINEKOHR and PAMELA
(\ '. r c'-) c~ ")
KOHR. I do not intend this request to be binding on them.
10.
~esidue and romaindecof my e:state, I give and bequeath ttJ the
~OW~gi~~~~~~~~6...
DONALD STRAUSSER, *""...of-the-FeSidu" ~~ N",~ t: ~ "". <>- ., '~ \>'.Ul ~
GARY KURTZ,~ooftb~.~idue ~~~f tv~~' 6 ~\O~
RONALD SPONSLER and DARLENE SPONSLER, or the survivor of them;--'JL
. ~ l.. \\ ~.. ~~
-M.:the:r@sldue cd 0" ~;;.-=> ~~_~!lW ~\L~~ ~
VIOLET M. SMITH, ~~<residue J' ~ ~ ~ ~
- ? -
11.
Lastly, I nominate, constitute and appoint, JOHN M. EAKIN, to be Executor of
this my Last Will and Testament and I further direct that no bond or other security be
required of my personal representative to guarantee faithful performance of his duties.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this / viA
day of May, 2001.
r-- f f \.' ~
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Harry E. Wolfe
(SEAL)
Signed, sealed, published and declared by the above named HARRY E. WOLFE
as and for his Last Will and Testament, in the presence of us who have subscribed our
names hereto as witnesses, at his request, in his presence and in the presence of each
other.
(LJut/, JIL)
.~.
- 3 -