HomeMy WebLinkAbout94-00922
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I)ETITION FOR I)ROIIATE lInd GRANT 01<' LETTI<~RS
lMale oj _~!1.I!.~_.L.. Hoerner.. No, ...dL~~q!J)_=:3..~~ _
III.I'U knowlI (I.\' _......_._H..... ......... H.."... .... To:
___.._..n_......... _... . . _ .. Register of Wills for th\
.------.....-...........1--..-..1-".. '-1' /)<'('<'(/.1('(/, ('ouluy of _..r..~lm\>J~X_lJ.illL In the
Sue/al Secllrlty No, ..._..}~ :"...l)_~.~. ~ 0 . ... ... n.. ('ommouwenllh of I'ennsylvnnln
The petlllou of the uudcrslgned respectfully lepresellls Ihnl:
Your petllloner(lll, who is/am IK yenrs of nge or older nn the e,~eeuu:ix.___._.____.. named
In the Inst will of the nbove deeedenl, dnted . 'nn _ nS.CptO.mbe.L_1D.___n.__.._.___' 19..Jl.B...
und codlell(s) dnted _._... ,__none n .._-0.. .. n..._...._._._..___.._.
(\llIlC H'kvllIlI drl:lIll1\llllh:C\, c.':. rCIHIIll'lllliol1,lklllh (If l'\C\.'UltH, etc,)
Decendenl wns domiciled al denth ill .. _..._.Q.l1!llJ?.QxJflnd_.._..._. County, l'en~hl~~1a, wllh
ler _ Inst fnmlly or prlnclpnl residcnce nt .._.L.S.Q\.l.thp.Qin.t_..l2l:.ly.e..~ c.a!lllrg,
_____._.__un_______.._....._n.._n___.___Jipper:___i'I..UQIL Twp, PA 170~ ~
(ll~l \1 rt:\.'l , Illllllhl!l 1ll1d 1IH1llclp;\lily)
Deceudent, thcn __....aIL_.., years of age, died ........_O_c.t.u.b.llX_l2.._.____, 19~_,
at__.--Hol.v_SpiriLl!uapit:1i.l._.E~-.EennshOl:u..1'wp._._Cumh",.l "fin roo, , ,PA
Exceptns (ollows, dcccdcnt did not marlY, wns not dlvorccd nnd did not hnve n child born or adopted
nfter cxcnuion of thc will offcled for probntc; wns notthc viellm of a killing nnd wns never adjudicated
incompetent: ___._..____.D.I.El.. _. .__.___n___________.
Decendent nt dcath owncd propcrty with cSllmnted vnlucs ns follows:
(If domiciled iu I'n,) All pCfSonll1 propcrty $ 250,000, QJL..
(If not domicllcd In I'n.) Pcrsollnl propcrty ill I'cnnsylvllnlll $
(If not domiciled In I'll,) Persollnl property in County $..--.,-"
Value of relll cSlllle in I'cnnsylvllnin $ _-!_~J....o_O 0, 00
situated as follows:~..sm.tt.hIlQinLD.rJ.Y.~._..__.._____
--___._.____...Mechanicshur-&t_..PA._~__
WHEREFORE, petltioncr(gj. respectfully rcquest(s) the probllte of the Inst will lInd codlcll(s)
presented herewith and thc grunt of lellers____t.eJl.tamen tary
(IcsUlmclIllUr; lldlllllll~trnllnl1 C.l.i\,; administration d,b,n,c.t.a.)
theron.
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.JLSou'thjlQ.int D~:lve____.
...Me.chanksbur-a......EA....._lill5..._
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF l'ENNSnVANIA } HI:!
COUNTY 011 CUMBERLAND .
-.--.-----
The petltloncr(s) IIbove-nllmcd swcllr(s) or lIffirm(s) thntlhe stlltements in the foregoing petillon arc
true lInd COTl'Cct to (he bcsl of the knowlcdge lInd bcllef of petltloncr(s) and that us personal reprosen-
llltlve(s) of the nbove deccdent pctltioncr(s) will wcll nnd. truly adminlsti the cst ale according to law,
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, '- )1., 'I' " / I I j)o;'~
Sworn to or afrirmcd lInd subscribed '. 'n :.L'.~..1...-,...rtr. '. '.(.. III
before mc this ..__._--;-__....2.ZIH__. dll.y of 1-- Nllnc.Y!i\.LH~ tel' ~'
:'1rffi-EB:-QI/JOBEL.---I'_7il.L9Jch (~: !~n__...__.... ~
..-..~#(,,110flL(JW.) f\. ,______ ~
MA C, LEWIS HI'IiMer --- ____n_n...._ -!C.
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VI
All 'the rast. reBid ue, and remainder of lilY property, whllther
red or personal, wherever situate, including eny property ov.er
which I may have a powu ofappointlll8nt, I give, devi'l8, and.
bequeath to my children, HARRY, JACKIE Bnd NANCY, in equal shares,
per stirpes.
VII
I nollinate, constitute end appoint lilY daughter, NANCY, 8S
Executrix ,of this LAST WIl.L,' to Herve without bond.
If my
. daughter is unable or unwilling to ect in that capacity. then I
nominate, constitute and appoint my son, JACKIE, as Executor of
thi~ LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I. ANNA L. HOERNER, have set lilY hand to
this LAST WILL this :> t? day of ~..,.-..--
. 1988.
?:,.~. :J' 11 ~..~
ANNA L. HOERNER
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I!V,I~OO IX. 11'9.1
rOA DATlS 0' DIA'H AnIA 12/31/91 CHICK HI"
INHERITANCE TAX RETURN :o~:::W:~DIr IS CLAIMID 0
RESIDENT DECEDENT f1iINUMliA ..
COMMONW\AIHI Of PENNSVIVANIA (TO BE FILED IN DUPLICATE 21 91,
DEPAR MINI Of REVENUE -
IIARmmlld~o\'llllo601 WITH REGISTER OF WILLS) COUNTY CODE VEAR
!c ,t M( l'AS ~ IA5 ,-ANt) MHlOU Iii IAl m .. ]OfCfD!N"5 COMmn AOO~f55
HOERNER, Anna L. . 1 SOllthpoi.nt Drive
tfi l~~~~~I~~U~~~~-'--T;~/f;~~t9~JD;'/~i'~i~---.-. c~,~chg~;b:~~~~:1 PA 17055
_~__ ~.""""~'::"''':''~OUlil;;'~~'~~i '''.'' "",:~~'=~" -T~~~:cuim~UMii~~.H~J~M6U'" A1e"V," ~': 'N'''UWON',
1K11. Original R.lurn 1'1 2. Supplem.nlal Relurn [] 3. R.malnder R.lurn
.- . (lor dalu 01 d.olh prior 10 12.t3.821
[J 4, lImlt.d Ellol. [-) 40. Fulur. Inlerul Compromit. [15, F.deral E1lol. To. R.lurn A.qulrod
q (lor dol.. of d.oth oller 12.t2.82)
[1!l 6, I] 7, Decedenl Molnlolnod 0 1I,lng TrUll
(Alloch copy a TIU"I
*
922
NUMBER
~
~I!
_ 8, Tala' Number 01 Sol. D.po.11 80...
ii
Bf
co m
M~~~~~N~M'~' Halte!.~__L.!.!.lLEsqllir~____ 54 East Main Street
.L?17..J 697-.4650 ,=~_.Hechanic8?Urg, PA
69 900.00
II I .. .....u._.._' __ ...._n._______._.____.
12 I --.----.::Q::--.-
13) _____ -- 0-
14 I -,.u--T-.B~ =---------
15 ) ___.____.!~_ __..CJ.CJ..___
16 ) __J._~~-,9J 9 ~~6___
171 _.._........_':'..12.:..______
9 277.34
191 _.___L_ ___...__
IIOI__.___2.15.....5JL__
17055
l. R.al E.lol. ISch.dulo AI
2, Sloc~. nnd Bond. ISch,dul. 8)
3, Clatoly H.ld Slac~IPorln."hlp Inl....1 (~ch.dul. q
4, Morlgog.. and Nol.. Rec.lvabl. ISch.dul. 01
S, Cath, Bonk Depollh & Ml,cellaneoul Perlonal Properly
(Schedul. EI
6. Jointly Own.d Properly ISch.dul. FI
7. Trontl." (Sch.dul. G) (Sch.dul. lj
8. Talal Gra" A".I' Ilolallln.. t.71
9. funeral EKpenlll, Admlnltlrollvo COlh, MI.tellaneoul
E'p.nto. ISch.dul. HI
10. D.blt, Marlgog. 1I0bllltl.., 1I.nt ISch.dul. I)
11, Tala' D.duellant Ilalallln.. 9 & 10)
12, N.I Volu. a' Ellal.llIn. 8 mlnUl lln. 111
13, Charlloble and Governm.nlol a.que", (Schedul. JI
14, N., Valu. Sub I'" 10 TOM 11In. 12 mlnUllin. 131
15, Spau,ol Trontl... I'or dol.. of d.olh all.. 6.30.941
S.. Inllfuellon. for Applicable Percentage on Reve'.1
Sid.. Ilnclud. val".. ham Sch.dul. K or Sch.dul. M,I
16, Amounl 01 lIno 14 IOMabl. 01 6% rol.
(Includ. ,olu.. from Sch.dul. K or Sch.dul. M.)
17, Amounl 01 lIn. 14 lo.obl. 01 t5% rol.
(Includ. ,olu.. from Sch.dul. K or Sch.dul. M,I
18, Principal 10' duo (Add IOK Irom lln.. t5, 16 and 17.1
19, Credll. SpaUlal Po,erly Credit Prior Poym.nl' Dllcaunl
+ ___ +_1.f]6.J!L-.
20, II lIn. 19 II grealer Ihan lIn. 18, .nlOr Ih. dllleronee on lIn. 20, Thll II Ih. OVUPAYMINT.
11[1
21. II lIn. t8 I. greal.. Ihon lIn. 19, .nler Ih. dlll...nee on line 2', Thlllllh. TAX DUI,
A. Enll' lh, lnl.flll on I~o balance due on LIne 21 A.
8, Enler Ih,'alal of lIn. 21 and 21A on lln. ~18, Thll 1.lh. BALANCE DUE.
Mah Ch..~ Payabl. tOI A.gl,'or 0' Will., Ag.n'
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265,105.96
181
9,492.90
255.613.06
-0-
255,613.06
(1tl
(121 _
(131
(141
(15) .__M,_D
(16) __2.5.5.....61.1.'O.2.._M ,06.
15,336.78
(17) ..______._.___M ,15.
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a
Ih)36.78
(181 _
Inllfell
766.84
(191
(20)
121) _____~_'_569. 94
(21A) --- r,----
(218) ___:!:.~, Jb~ ~y
C!.t.(k hl'H' If yuu 1I1l' Il'qup..IIIlH (I II'Iulld 01 your OVt''1)(1YlIIl'lll~
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
. Please Print. or Type
fiLE NuMBER
21-94-922
COMIft\1~ytl\AUHI~' el:w.\I~ANIA
~ill~fN~ D~lDiN'
o
HOERNER, Anna L.
IAH p,ope,ty I.lly.ow.ld wllh tht Right If IUIVI,"nhlp mu,' 1M dllClI"d on IchldulI '1
N~':~IR DESCRIPTION
VALUI AT
DATI OF DIATH
1. . Household furniture
- per appraisal of Clautle C. Wolfe & AssoC.
1,286.00
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IA"a,h add!tlo..1811" M 11" ch..I.1f marl 'p." 11 "..did,)
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,UV,U09Ut PUI
COMMONW(Mltl or HtIU~nY""llA
rt-HUlttlANCI fA.. IIIUUI
IUIDINIDICIOUll
SCHEDULE F J
JOINTLY-OWNED PROPERTY
- -. - _.... LlE NUMBER
21-94-922
,- .-...--....--..........---.--..-...- ._--... ---.-....--.-----.--
ESTATE Of
HOERNER, Anna L.
-~._- ..---------..... ---------.
Jolntt.nontl')'
_______ NA~_....____ _._______~RESS__.___._..u....
A. Nancy A. Walter 8 Southpoint Drive
Mechanicsburg, PA 17055
. J .....~E.!-~!IONSHIP TO DicEliiNT .
daughter
B. Harry F. Hoerner
Rt. 6, Box 369-H
Mi1lsboro, DE 19966
son
c. Jack E. Hoerner
25 \4. Marble St.
l1echanicsburg, PA 17055
son
Jolntly.own.d prop4,IYI
ITEM LlmR DATE
fOR TOTAL VALUE DECO'S DOLLAR VALUE Of
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 9/28/9 PNC Checking #5070094252 123,059.32 50 61,529.66
2. B 5/7/93 Harris savinis 10,4fi1. 74 50 5,230.87
#18-50-00399
3. C /7/93 Harris Savings 10,461.74 50 5,230.87
#18-50-004008
4. B 11/3/8 First Federal #021660636 20,049,37 50 10,024.69
5. B /2/85 Meridian CD #3143642233 20,048.12 50 10,024.06
6. A /12/9 Investors Trust 79,579.39 50 39,789.70
Government Fund B #35042
7. B /12/9 Investors Trust 4/,,790.84 50 22,395.42
Government Fund B #35041
8. e . /12/9 Investors Trust 79,389.37 50 39,694.69
Government Fund B 135043
TOTAL (AI.o .ntor on line 6, Recopltulatlon)
$193,919.96
III more .poco It n.eeleellnfl" oelelillona/theel, 01 10m. ,in)
.,....\.;'.j, '.
IIV,UIIII.I'.'"1
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5CHIDULI H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS.EXPENSES Pllall Pr!!!!.ar TVpI
e NUMBIR
21-94-922
._------.~----- -
DESCRIPTION
.
COMMOHWIAltH 0' PlHHSYlVAHIA
IHHllllAHtl 'A~ utU~H
UllDIHt DICIDIH!
B1.ll~
HOERNER, Anna L.
ITIM
NUMIlER
..--- ---
A. Funlral bp,nl'"
I, Myers Funeral lIome, Mechanicsburg
2. Gingrich - memorial engraving
, I
3.
Funeral Service IJuncheon
1,
I, AcImlnl.tratlvl COlli'
2.
Perianal Rlpr..lnlallve Camml..lanl Nancy A. Wal~J3r.
Social Securlly Number of Perianal Repre..ntatlvlI ,
Vear Camml..lanl paid
Allarney Fe..
Murrel R. Walters, III, Esq.
3, Family hempllan
Clalmanl Relatlanlhlp -
Add".. a' Clalmanl 01 decedenl/l death
Street Addre..
4,
C,
1.
2.
3.
<\,
5.
6.
7.
8,
Clly _
______Slale
Zip Cadi
-
AMOUNT
5,578.50
60.00
65,00
renounced
2,915.00
Prabale Feol 500.00
Mllclllaneoul bplnll.'
Sentinel - estate notice publication 68.84
Cumberland taw Journal - estate notice publication 40,00
Clyde Wolfe - personal property appraisal 50,00
TOTAL (Alia Inlar on IInl 9, Recapllulatlon) S 9,217.34
III marl .pacI I. nee did, Inllrt additional .heet. ~I IOml .111, I
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(OMtAONWIAUH 0' "NHIY~YANIA
IHHlllfANCI fAX I.,URN
1'''0IH1 OIeIOlN'
SCHIDULE J
81NIFICIARIIS
L
ISfATI 0'
HOERNER,
N~'J~IR
Anna L.
PILI NUMIIR
21-94-922
NAM' AND ADDRESS O. IINIPICIARY
RILATlONSHIP
AMOUNT OR
SHARI O. UTATI
A, TaMabl. 80qUIIIII
1. Nancy A. Walter daughter 1/3 residue
8 Southpoint Drive, Mechanicsburg, PA
2. Harry F. Hoerner son 1/3 residue
Rt. 6, Box 369-H, Millsboro, DE 19966
3. Jack E. Hoerner son 1/3 residue
25 W. .Marble St., Mechanicsburg, PA
4. Jill R. Miller granddaughter $2,000.00
1773 Sheepford Rd., Mechanicsburg,PA
5. Linda A. Hoerner granddaughter $2,000,00
.401 S. Arch St., Mechanicsburg, PA
N~~~IR
NAMI ANb APDRESS O. IINIFICIARY
AMOUNT OR
SHARI 0' ISTATI
I, Charltabl. and Ga.ernm.ntal 80quIIIII
1.
,-
TOTAL CHARITAILe AND GOVIRNMeNTAL BeQUeSTS (AI. 0 .nter on Itn. 13. Rocapltulatlon) S
(II mor. .paul. nllel.e1, Inllrt aelelltlonol th.." .1 tam. tl..)
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SCHEDULE I 1
DEBTS OF DECEDENT, .
MORTGAGE LIABILITIES AND LIENS PI PIT
.au ,", 0' VP'
-J PILI NUMBIR
2l~94~922
COMMONWIAUH 0' JtNNmVANIA
IN"UIIANCI'".IIlUIN
U.,OIUJ OICID'NI
I TAT 0'
HOERNER, Anna L.
N~',,\:'R
OISCRIPTION
AMOUNT
1.
K. Olstein ~ nurses aide (medical)
PP&L - electric service
3.
Bell Atlantic
118, 96
,
67.44
, 4,81
24.35
2.
4.
Mechanicsburg Water
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TOTAL IAllo Inler on IInl 10, Rlcapltulatlonl
.-
III mort IpacI ,. n..dld, Inll" addlllonal,h..h 0' 'ami 1/u.)
. 215.56
__ /1.?;jJ-~(1
/ ~~EVoI547 EX AFP 02094*
COHHOHWULHl OF PENH.nVAMIA
Df.PAATHEHT Of REVENUE
BUREAU Of INDIVIDUAL TANES
D€PT. 110601
HARRISIURO, PA :11l8-06D1
ISTAT! OFHOERNER .-- ~~ FILE NO.
DATE OF DEATH 10-12-94 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of THIS fDRH WITH YOUR TAM
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REDISTER OF WILLS, ADENT"
REMIT PAVMENT TOI
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAM
ACN
G
0('
L/
101
DAT! 03-20-95
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
I-
AMount ROMltt.d
CUT ALONG THIS LINE ... RUAIN LOW!R PORTION FOR YOUR RECORDS ~
iii"y: iS4"i "iX"Aj:P""f IF9fii "iioTici--ciii" i"NHiiiii'AN"ci" TAi n"PPRXisiiofiiir;",U.i"ciiiAtfCi"o"lin..."m.....uo
DISALLOWANCE OF DEDUCTIONS AND AS9ESSMENT OF TAX
ISTAT! OF HOERNER ANNA L FILE NO. 21 94-0922 ACN 101 DATE 03-20-95
APPROVED DEDUCTIONS AND EXEMPTIONS I
t 9,277.34
9, Funorol ..ponuo/AdM. Co. ./Hloo, E.pon.u ISohodull H) 191
10. Dobh/Hortoooo L1obllltlu/Uon. ISchodulo Il tlOl 7.15.56
11. ToblDoduotlon. Ill) 9.49290
12. Not Voluo of T.. Roturn 112) 255,613,06
IS, Chorltoblo/Do,ornMontol Boquo.t. ISchodulo Jl lIS) ___________ ,00
14, Not Voluo of Eobte Subjoot to T.. 114) 255,613,06
NOTEI If an ......m.nt w.. i..u.d pr.viou.ly, lin.. 14, 15 and/or 16, 17 .nd IS will
r.fl.ot figural th.t includ. th. tot.l of 6hh returna a.....ed to d.ta.
AISESSMENT OF TAXI
IS. AMount of Llno 14 ot Spou..l roto liS)
16. AMount of Llno 14 to.oblo ot LlnooI/Clo.. A roto (16)
17, AMount of Llno 14 to.obl. ot Collot.roI/Clo.. B roto (17)
la, Prlnolpll To. Duo
TAX CREDITli I
PAYHENT
DATE
01-11-95
TAM RETURN WAS, I X) ACCEPTED AS FILED I) CHANDED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
I. Rool E.tlto ISchodulo A)
2. Stook. Ind Bond. ISchodulo B)
S. Clo.oly Hold Stook/Portnor.hlp Intorut ISohodulo C)
4. "ortoooo./Noto. Roool.oblo ISohodulo D)
S. CI.h/B.nk Dopo.lt./HI.o, por.onll Proporty ISohodulo El
6, Jointly O.nod Proporty ISohodulo F)
7, Tron.for. ISohldulo 0)
B, Totll A..ot.
ll)
(2)
lSl
(4)
IS)
(6)
(7)-
(")(")
f:: r,. ,-:i
69;~00,00 U,
...Q.Q.;:<
.,.
,00 A.,
.00 -'
1 296,00 ..J
193J9~9.96: .
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1> ' :-..
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,00 M .03.
255.613,06 M ,06.
,00 M.l5.
UB)
RECEIPT
NUHBER
AA022697
DISCOUNT It)
INTEREST 1-)
766.84
A"OUNT PAID
14,569,94
TOTA~ TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AfTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.:II
.lln)
\'1 ()
, "
(I: 0
26!1,105.96
.00
15,336.78
.00
15,33b.78
15.336,78 I
,OOJ
,00
,00
IF TOTAL DUE IS LESS THAN II, NO PAV"ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI, YOU "AV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I
'ft
I
Name of Decedent I
STATUS REPORT UNO
7t,VWW\
Date of Deaths
.JGr (~,ct'-f
Will No,
Admin. No. I q 'i ,( _ :;> q 7. "L.
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 estates
State ~hether administration of the estate is completes
Yes X No__
2, If the answer is No, state when the personal
representative reasonably believes that the administration will be
complet.el
1.
3, If the answer to No. 1 i& Yes, state the followings
a, Did the personal representative file a final
account with the Court? Yes No X
b, The separate Orphans' Court No. (if anYl for
the personal representative's account iSI
c, Did the personal representative state an
account informally to the parties in interest? Yes Y No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accou~;tJay be ~~d wit. th r
Cerk of the orphans' Court and may be fI/;t{~e~~ s po ,
Datel I,; 'llI. 4", 7t(~ I'
Signature
111 "RR t"t. ...., A t ("' .!- .-{> r
Name (Please type or print)
s- { 1:.. ~ A (..; )'r
AddreM I-c.. (I If M ( rd vi?, ~(I
( "1 (1 v" '7 C( ~ :i L)
Tel. No,
cr.
~.: '1.
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In
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CapacitYI Personal Representative
~counsel for ,personal
representative
I' '(I I
(~~.L. ~J\ dB
(MAHlrmf/AM3)