HomeMy WebLinkAbout95-00395
Oath of Personal Representative
Commonwealth of Pennsylvania
County of lOll!lXJi)lllItXX CUMBERLAND
The Petltloner(s) above.named swearls) and afflrmls) that the statements In the foregoing Petition are true and
correct to the best of the knowledge and belief of Petltlonerlsl and that. as personal representatlvels) of the Decedent.
Petltlonerls) will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
before me this
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day of
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DECREE OF REGISTER
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Estate of Kim M. Hoove r
Deceased
No.
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21 :.95 - 395
also known as N I A
Social Security No: 207-44-5214
Date of Death: May 11. 1995
AND NOW. MAY 23. . 19~.ln consld~ratlon of the Petition
on the reverse side hereon. satisfactory proof having been presented before me.
IT IS DECREED that Letters []I Testamentary 0 of Administration
w.I...II..."I.I'.............._..."..,'...._............,.."...........,
are hereby granted to
RICHARD HOOVER
in the above estate and that the Instrument(s), if any, dated MAY 4. 1992
described In the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Short Certificate(sl....,J.Q.. $
Renunciation.................. $
Affidavit ( )................. $
Extra Pages ( )............ $
Codicil.......................... $
JCP Fee........................ $
Inventory & Tax Forms... $
Other............................ $
30.00
((~'('
Letters........................... $ BO .00
"0011111I'0' Will.
12.00
5.00
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Ja~~annebnker
YANN~HAK~K ANU JUN~~t P.G.
09667
40\10 Vine Street
Middletown, PA 17057
Telephone: 717 944-1333
DATE FILED: 'I
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attorney on 5_23_95~'iW'5.11::.ij 9J:';;!/-'u- /' - r-
Attorney:
I.D. No:
Address:
TOTAL................ $ 127.00
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Mailed letters and order to
21 - 95 . 395
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LAST WILL AND TBSTAKBNT
I, KIM M. HOOVER, a resident of cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all wills and Codicils
previously made by me.
I
I declare that I am married to ROBERT HOOVER and that I have
one (1) child, AMY LYNN HOOVER, born February 17, 1976.
II
I direct that my debts and funeral expenses be paid as soon
after my death as is practicable by my Executor out of my residuary
estate, but not from any assets, funds, death benefits or insurance
proceeds which are otherwise excludable or exempt from my gross
estate for federal estate valuation or tax purposes.
III
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 death tax purposes, whether or not such
property passes under this LAST WILL, shall be paid by my Executor
out of my residuary estate, but not from any assets, funds, death
benefits or insurance proceeds which are otherwise excludable or
exempt from my gross estate for federal estate valuation or tax
purposes.
IV
I give, devise and bequeath all my property, whether real or
personal, wherever situate, including any property over which I may
have a power of appointment to my husband, ROBERT, provided that
he survives me by thirty (30) days.
V
If my husband, ROBERT, shall predecease or fail to survive me
, by thirty (30) days, I give, devise and bequeath all of my
property, whether real or personal, wherever situate, including any
property over whioh I may have a power of appointment, to my
daughter, AMY LYNN HOOVER, per stirpes, pursuant to the terms of
the hereinafter inoluded Trust.
VI
GUARDIANSHIP
If my husband shall predeoease me and my daughter, AMY,
survives me and is under the age of eighteen (18) years, I appoint
my husband's sister, BARBARA RICHARDS, as the Guardian of the
person of suoh ohild.
VII
TRUST
If my husband shall fail to survive me by thirty (30) days and
my daughter, AMY, is under the age of twenty-one (21) years and
survives me, I appoint my husband's sister, BARBARA RICHARDS, as
Truste~ of the property that I have given to my ohild.
B. The Trust estate shall be administered until my ohild
reaohes the age of twenty-one (21) years. Until that time, the
Trustee shall apply all net inoome and prinoipal of the Trust
estate as follows:
1) So long as my ohild is under the age of
twenty-one (21) years of age, the net inoome
of the Trust shall be paid to, or applied
for the benefit of my ohild at suoh times
and in suoh amounts as the Trustee shall in
his disoretion deem neoessary for his
support, welfare, maintenanoe and eduoation.
Eduoation shall be defined broadly to inolude
not only that available in college, but also
trade school and other similar training. In
the event that the inoome shall be
insufficient to provide my ohild with
adequate maintenanoe, support, welfare or
eduoation, the Trustee may invade the
prinoipal of this Trust for this purpose.
2) The Trustee in exeroising his discretionary
authority with respeot to the payment of
inoome or prinoipal of the Trust Estate to
my benefioiary, shall take into oonsideration
any income or other resources available to
my ohild from souroes outside of this Trust
that may be known to the Trustee. The
determination of the Trustee with respeot to
the neoessity of making payments out of
inoome or prinoipal to my benefioiary shall
be oonolusive on all persons howsoever
interested in the Trust.
,
3)
The Trustee shall accumulate and add to
principal any net income of the Trust not
paid out in accordance with the discretion
hereinabove conferred on the Trustee.
In the event my child predeceases me or dies
prior to the termination of this Trust, the
interest of my child in the Trust shall
cease, except that, if she is survived by any
children, then the Trustee shall pay net
income of the Trust to or apply the same for
the benefits of such children of my deceased
child, in such amount or amounts as the
Trustee in his sole discretion may determine
for support, welfare and maintenance.
When my child reaches the age of twenty-one (21) years,
4)
c.
a calculation of the property remaining in the Trust shall be made
and the total thereof shall be distributed to her.
D. My child, as beneficiary of this Trust, shall not have
any right to alienate, encumber, or hypothecate her interest in the
principal or income of the Trust in any manner, nor shall any
interest be subject to claims of her creditors or liable to
attachment, execution or other process of law.
E. In order to carry out the purposes of this Trust
established by this Will, the Trustee, in addition to all other
powers granted by this Will, or by law, shall have the fOllowing
powers over the Trust estate, subject to any limitation specified
elsewhere in this Will:
1) To retain any property received by the
Trust estate for as long as the Trustee
considers it advisable.
2) To spend funds for the maintenance and
repair of real property.
3) To s9ll at public or private sale,
exchange or lease for a period of time,
any real or personal property and give
options for sale of the lease.
4) To execute and deliver any deeds, leases,
assignments or other instruments as may
be necessary to carry out the provisions
of this Trust.
5) To borrow money and to mortgage or pledge
any real or personal property.
6) The Trustee shall maintain accurate
records and accounts and shall r.ender
statements to my beneficiary hereunder
showing receipts and disbursements of
principal and income no less frequently
than annually. The Trustee shall serve
without bond and shall receive fair and
. .
reasonable compensation
adlninistration of this Trust,
exceed five (5%) percent of
income.
for
not to
annual
7) To distribute property in kind.
8) To do all other acts that are in his
judgment necessary or desirable for the
proper management, investment and
distribution of the Trust estate.
VIII
I nominate, constitute and appoint my husband, ROBERT, as
Executor of this LAST WILL, to serve without bond. If my husband
is unable or unwilling to act in that capacity, then I nominate,
constitute and appoint my husband's brother, RICHARD HOOVER, as
Executor of this LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I, KIM M. HOOVER, have set my hand to this
LAST WILL this ~ day of ma.y , 1992.
~l. ~h. ~~f'-'~.J
. M. HOOVER
signed, sealed, published and declared by the above-named
KIM M. HOOVER, as and for her Last Will and Testament, in the
presence of us, who, at her request and in his presence, and in the
presence of each other, have hereunto subscribed our names s
witnesses.
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ACDOWLBDGBJlBNT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
.
.
I, KIM M. HOOVER, 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 as my free and
voluntary act for the purposes therein expressed.
~, el/7 ~htU/CK--
K M. HOOVER
Sworn or affirmed to and acknowledged before me by KIM M. HOOVER,
Testatrix, this ~'Yh day of Intil ' 1992.
(?U/~ 4'~fri:wg~'J
Notary Publ~
NotMaI Seal
Carla F. BnlkenshIre. Notary Nllc
~ Bote. CUnberland CounIy
My eon_ E><PrBS ApnI1. 1095
UJ'IDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, lJ'lvrre! R M/kr.:1, III and /.~ //ku/:"-YI.O/1Jq..:, ,
the witnesses whose names are signed to the atta~hed or foregoing
instrument being duly qualified according to law, do depose and
say that we were present and saw Testatrix sign and execute the
instrument as her LAST WILL; that KIM M. HOOVER signed willingly
and that she 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 the time 18 years
of age or more, of sound mind and under constr,/).(Or/:d
influence. r lu/(
~a.~
Sworn or affirmed to
this /f"t-h day of
and acknowledged before me
/7/ct y , 1992.
r0db /~ 4~ri,:t4id~
Notary Public
NotMaI SeoI "
CoM F. BnlkenshIre. NoIaty N*l
I.4edw1I:::5Ilu Bote. CUrtllIrtiInd CounIy
My ConmsSlon E>'J*8I -'!xl 1. 1995
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CER'rIFICATION OF NOTICE UNDER RULE 5.6 ( a) '9J JUrI -1 ;\;) :5'"
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Date of Death:
Name of Decedent: Kim M. Hoover
CUll"
Date:
5)(75
will No.
May 11, 1995
1
Admin. No. 00395 1995
To the Register:
I certify tha~ notice of beneri~ial Intereat 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
May 30, 1995
:dkm CERTNOT5.6
Address
1017 Hemlock Lane
Enola, PA 17025
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Name
Amy Lynn Hoover
J~~
Signatu .
Name James S. Pannebaker, EsquIre
PANNEBAKER & JONES, P.C.
Address 4000 Vine street
Middletown, PA 17057
Telephone (717) 944-1333
CapacIty:
Personal Representative
Counsel for personal
representative
..,
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IN RE: ESTATE OF KIM M. HOOVER
DECEASED, LATE OF ENOLA,
CUMBERLAND COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' .COURT DIVISION
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NO.
00395-1995
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.D:IBCLAIMER
(SEE ATTACHED)
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DISCLAIMER
AND NOW, this ;?8 day of August, 1995, the undersigned,
Richard Hoover, Executor of the Estate of Kim M. Hoover,
deceased, hereby disclaims and renounces all of the right, title
and interest of Kim M. Hoover (the "Decedent") and her estate in
the proceeds of litigation or the settlement thereof instituted
with respect to the accidental death of Robert Hoover on May 11,
1995, and as to which the Decedent might otherwise be entitled
as the surviving spouse of Robert Hoover, so that such proceeds
shall be distributed to such persons as are otherwise entitled
thereto as if the Decedent predeceased Robert Hoover.
This Disclosure is unqualified and irrevocable.
ESTATE OF KIM M. HOOVER
BY:~~^,-- $~
chard Hoover, Executor
Sworn to and subscxJbed
befor~ !De, t}lis J'S' day
of [.W.f<.L&(- , 1995.
. In)/' ()tACL
Notary Publ c
My Commission Expires:
NOTARIAL SEAL
JODIE M.H, PIERCE, Nolary Public
Mlddlalown. Dauphin Counly
My Commllllon Explra. March 22. 10119
:dkm HOOVERDISC
14245
(SEAL)
'.
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IN RE: ESTATE OF KIM M. HOOVER
,DECEASED, LATE OF ENOLA,
CUMBERLAND COUNTY, PENNSYLVANIA
.
.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
.
.
: NO. 00395-1995
AND NOW, this 6 t- day of
the attached Petition, it is
~()
~~ 1995,
hereby ordered that
upon review of
the proposed
Disclaimer by Richard Hoover, Executor of the Estate of Kim M.
Hoover, in the proceeds of litigation or settlement thereof
instituted with respect to the accidental death of Robert Hoover
on May 11, 1995, as to which the decedent might otherwise be
entitled as the surviving spouse of Robert Hoover, be approved
so that such proceeds shall be distributed to such persons as
otherwise are entitled thereto as if the decedent had
predeceased Robert Hoover.
BY THE
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COUR'l'(I ..'
J.
:dkm HOOVERKORD
14245
/
IN RE: ESTATE OF KIM M. HOOVER
DECEASED, LATE OF ENOLA,
CUMBERLAND COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 00395-1995
PETITION FOR APPROVAL OF DISCLAIMER
AND NOW, comes your Petitioner, Richard Hoover, Executor of
the Estate of Kim M. Hoover, deceased, by and through his
Attorneys, Pannebaker and Jones, P.C. and Petitions this Court as
follows:
1. Your Petitioner, Richard Hoover, is the Executor of the
Estate of Kim M. Hoover who died on May 11, 1995.
2. Your Decedent died as a resl1lt of injuries sustained in
an automobile accident which occurred on May 11, 1995. Said
accident also claimed the life of your Decedent's husband, Robert
Hoover, who predeceased your Decedent by approximately six (6)
hours.
3. Your Petitioner, Richard Hoover, who is also the Executor
of the Estate of Robert Hoover, deceased, has filed wrongful death
and survival actions against the truck driver and owner of the
truck involved in the accident causing the deaths of your Decedent
and her husband.
4. Your Petitioner, along with Amy L. Hoover, daughter and
the sole heir of Kim M. Hoover's Estate, have agreed to settle the
wrongful death and survival actions against the Defendants in the
amount of $750,000.00, which are the limits from the Defendant's
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insurance company, plus the amount of $100,000.00, which
represents the limits from your Decedents' under-insurance
policies.
5. Pursuant to 20 Pa.C.S.A. 56202, your Petitioner on behalf
of the Decedant, desires to disclaim any interest in the wrongful
death benefits payable to the Decedent by virture of the wrongful
death of her husband, Robert Hoover, pursuant to the wrongful
Death Act and 52102 of the Probate Estates and Fiduciaries Code.
6. Pursuant to 20 Pa.C.S.A. 56202, this court, having
jurisdiction over the Estate of Kim M. Hoover, may authorize the
Disclaimer if this Court finds that it is advisable and will not
materially prejudice the rights of creditors, heirs or
beneficiaries of the Decedent.
7. Pursuant to the proposed settlement and the proposed
Petition for Approval of Settlement, a copy of which is attached
hereto, marked Exhibit WAW made a part hereof by reference
thereto, there is a proposed payment from the settlement proceeds
of $56,199.15 to the Estate of Kim M. Hoover under the Survival
Act. These proceeds, along with other assets of Kim M. Hoover's
Estate will be more than sufficient to protect the rights of any
creditor of said Decedent. Furthermore, the only heir or
beneficiary of the Decedent is the Decedent's daughter, Amy L.
Hoover, to whom any benefits of the Disclaimer by your Executor
will pass.
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8. Attached hereto as Exhibit MBM is a copy of the signed
Disclaimer.
WHEREFORE, your Petitioner respectfully requests that this
Honorable Court authorize the Disclaimer, finding that it is
advisable and will not materially prejudice the rights of any
creditors, heirs or beneficiaries of the Decedent.
Respectfully submitted,
JONES, P.C.
etitioner
By
ID. () 9 tC1'
4000 Vine Street
Middletown, PA 17057
Telephone: (717) 944-1333
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.
James B. Pannebaker, Esquire
PANNEBAKER AND JONES, P.C.
.4000 Vine Street
Middletown, PA 17057
(717) 944-1333
I. D. No. 09667
Attorney for Plaintiff
RICHARD HOOVER,
Executor of the Estate of
Robert Hoover, Deceased and
the Estate of Kim M. Hoover,
Deceased
: COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
: No.
Plaintiff
v.
WEAVER W. MARTIN and
LEONARD H. MARTIN
Defendants
PETITION FOR APPROVAL OF SETTLEMENT
Richard Hoover, as Executor of the Estates of Robert Hoover,
Deceased, and Kim M. Hoover, Deceased, by and through his Attorneys,
Pannebaker and Jones, P. C., and Amy L. Hoover, sole Heir of her
Parents, Robert and Kim M. Hoover, petition this Court for approval
of settlement of this claim, respectfully representing that:
1. Robert Hoover, age 44, of 1017 Hemlock Lane, Enola,
Cumberland county, Pennsylvania, died on May 11, 1995, as thu result
of closed head and internal injuries sustained in an automobile
accident.
2. Kim M. Hoover, age 41, of 1017 Hemlock Lane, Enola,
Cumberland county, Pennsylvania, died on May 11, 1995, as the result
of a blunt head trauma sustained in an automobile accident.
3. Said accident occurred on May 11, 1995, on PA Route 41, one
quarter mile south of Newport Pike, in Sadsbury Township, Lancaster
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County, Pennsylvania when a cattle truck, owned by Defendant, Weaver
w. Martin, and driven by Defendant Leonard H. Martin, swerved into
the south bound lane, where it collided with the Hoovers' 1956
classic Chevrolet.
4. As a result of said accident, Robert Hoover, while alive
immediately after impact, died shortly thereafter without regaining
consciousness, and Kim M. Hoover, while never regaining
consciousness, died approximately six (6) hours later at Lancaster
General Hospital.
5. Defendants have denied all liability. Thus, a genuine
dispute exists in this case as to the liability of any of the
defendants for the deaths of Robert Hoover and Kim M. Hoover.
6. Amy L. Hoover, age 19, who resides at 1-A Southmont Drive,
Enola, PA 17025, is the sole Heir of her Parents', Robert and Kim
M. Hoover, Deceased, Estates.
7. The parties to this action and Amy L. Hoover have agreed,
contingent on this Honorable Court's approval, to a resolution of
this matter by payment of $850,000.00 in full settlement of all
claims under both the Wrongful Death and Survival Acts in this
matter. The $850,000.00 settlement is made up of $750,000.00
offered by the Defendants, Weaver W. Martin and Leonard Martin, and
the remaining $100,000.00 is being offered by Erie Insurance Company
as a result of the Robert and Kim M. Hoover's auto insurance policy
which provided for $50,000.00 per person of under-insured motorist
coverage of the Hoover's policy.
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8. Plaintiff respectfully requests that this Honorable Court
approve the proffered settlement of $850,000.00 as fair and
reasonable under all circumstances.
9. plaintiff, Richard Hoover, Executor of the Estates of
Robert Hoover, Deceased, and Kim M. Hoover, Deceased, and Amy L.
Hoover, sole Heir of Robert and Kim M. Hoover have agreed upon a 25%
contingency fee based upon settlement of this case prior to the
commencement of a suit. A copy of the Fee Agreement is attached as
Exhibit "A". Plaintiff respectfully requests that this Honorable
Court approve payment of 25% of the Settlement of the above
captioned case for Robert Hoover in the amount of $93,750.00 and 25%
of the settlement of the above captioned case for Kim M. Hoover in
the amount of $93,750.00 as Attorney Fees to pannebaker and Jones,
P.c. for the settlement of the claim against the Defendants, Weaver
W. Martin and Leonard Martin; and 25% of the under-insured motorist
claim being paid by Erie Insurance Company to the Estate of Robert
Hoover, Deceased, in the amount of $12,500.00 and 25% of the
under-insured motorist claim being paid by Erie Insurance company to
the Estate of Kim M, Hoover, Deceased, in the amount of $12,500.00.
10. In the preparation of this case, it was necessary for
counsel to advance various costs for medical records, consulting
actuaries, etc. A tabulation of these costs paid on behalf of the
plaintiff, is in the amount of $508.52 (see Exhibit "B") and it is
requested that these costs be divided equally between the Estates of
Robert and Kim M. Hoover.
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11. Plaintiff respectfully requests that costs in the amount of
$254.26 from the settlement for Robert Hoover, Deceased and $254.26
from the settlement for Kim M. Hoover, Deceased, be awarded to
pannebaker and Jones, P.C. for the costs incurred on behalf of
Robert and Kim M. Hoover.
12. Upon approval of the aforesaid Attorney's Fees and Costs,
the Plaintiff has a net recovery of from the above captioned case of
$280,995.74 for the Estate of Robert Hoover and $280,995.74 for the
Estate of Kim M. Hoover. The Estate of Robert Hoover will receive
from Erie Insurance Company a net payment of $37,500.00 and the
Estate of Kim M. Hoover will receive from Erie Insurance Company a
net payment of $37,500.00.
13. A portion of the net settlement fund should be distributed
under the Wrongful Death Act to compensate Amy L. Hoover for the
pecuniary loss she has sustained as a result of the loss of her
parents' contribution to her shelter, food, clothing, medical care,
education, entertainment, gifts, recreation, etc. A report prepared
by Economist, Harry M. Leister, Jr., F.S.A. of Harrisburg, Dauphin
County, Pennsylvania, attached as Exhibit "C", indicates that Robert
Hoover would have had a net loss after deductions for his cost of
maintenance of 38% of earnings in the amount of $452,191.00 and Kim
M. Hoover, attached as Exhibit "D", after deductions for the cost of
her maintenance of 28% of earnings, would have had a net loss of
$772,713.00.
14. Amy L. Hoover resided with her parents at the time of their
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death. Amy L. Hoover is the only person to whom Robert Hoover and
Kim M. Hoover were providing financial support at the time of their
deaths. Pursuant to Disclaimer signed by Richard Hoover, Executor
of the Estate of Kim M. Hoover, and approved by the Orphans' Court.
by Order dated , the Estate of Kim M. Hoover
disclaimed and renounced all of the right and interest of Kim M.
Hoover to the proceeds of litigation or the settlement thereof
instituted with respect to the accidental death of Robert Hoover on
May 11, 1995, and as to which the Estate of Kim M. Hoover might
otherwise be entitled as a surviving spouse of Robert Hoover. A
copy of said disclaimer and order are attached hereto, marked
Exhibit "E", and made a part hereof by reference thereto.
Therefore, Amy L. Hoover is the only person who stands in a family
relation to the deceased and is statutorily authorized to recover
damages under the Wrongful Death Act.
15. Plaintiff therefore requests that $224,796.59 be
distributed to Amy L. Hoover as the sole surviving Heir of Robert
Hoover, Deceased, and that $224,796.59 be distributed to Amy L.
Hoover as the sole surviving Heir of Kim M. Hoover, Deceased.
16. Pursuant to 42 Pa.C.S.A. S 8302, the remainder of the
Settlement Funds, should be distributed under the Survival Action in
the amount of $56,199.15 to the Estate of Robert Hoover, Deceased,
for his Heir and $56,199.15 to the Estate of Kim M. Hoover,
Deceased, under the survival Action for her Heir.
17. Plaintiff respectfully requests that the remainder of the
net funds, after attorney fees, provided by Erie Insurance Company
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as payments for under-insured motorist coverage in the case of
Robert Hoover, Deceased, be distributed to Amy L. Hoover as sole
surviving Heir in the amount of $37,500.00 and in the case of Kim M.
Hoover, Deceased, the sum of $37,500.00 which will be paid to Amy L.
Hoover under the Pennsylvania Wrongful Death statute.
18. The Plaintiff, Richard Hoover, Executor, and Amy L. Hoover,
sole surviving heir, are agreeable to the payment of Attorney's Fees
and Litigation expenses and requests this Honorable Court to approve
settlement of this matter with distribution of the funds to be paid
as listed below:
a. Damages recoverable for Robert
Hoover, Deceased, under the Wrongful
Death Act to Amy L. Hoover in the amount of $224,796.59
b. Damages recoverable for Robert Hoover,
Deceased, under the above captioned
Survival Act to the Estate of Robert
Hoover in the amount of $ 56,199.15
c. Damages recoverable for Kim M. Hoover,
Deceased, under the Wrongful Death Act
to Amy L. Hoover in the amount of $224,796.59
d. Damages recoverable. for Kim M. Hoover,
Deceased, under the above captioned
survival Act to the Estate of Kim M.
Hoover in the amount of $ 56,199.15
e. Payment received from Erie
Insurance Company under casualty
- 6 -
insurance policy of Robert and Kim M.
Hoover for Robert Hoover payable
under the Wrongful Death Act to
to Amy L. Hoover in the amount of $ 37,500.00
f. Payment received from Erie
Insurance company under casualty
insurance policy of Robert and Kim M.
Hoover for Kim M. Hoover payable
under the Wrongful Death Act to
Amy L. Hoover in the amount of $ 37,500.00
g. Reimbursement to Pannebake~ and Jones, pc
for out of pocket expenses in the amount of $ 508.52
h. Attorney Fees due to Pannebaker
and Jones, P. C. as a result of the
above captioned case for Robert Hoover,
Deceased, in the amount of $ 93,750.00
i. Attorney Fees due to Pannebaker
and Jones, P. C. as a result of the
above captioned case for Kim M. Hoover,
Deceased, in the amount of $ 93,750.00
j. Attorney Fees due to pannebaker
'and Jones, P. C. as a result of the
settlement of the under-insured
motorist claims for Robert and Kim
M. Hoover from Erie Insurance
Company in the amount of $ 25,000.00
- 7 -
WHEREFORE, Plaintiff and Amy L. Hoover, sole survivor of Robert
and Kim M. Hoover respectfully requests this Honorable Court approve
the settlement as proposed above and distribution as requested
herein.
PANNEBAKER AND JONES, P.C.
By: /)~ -
James ~: ..Jr'"~ker
Attorney for Plaintiff
4000 Vine Street
Middletown, PA 17057
(717) 944-1333
I.O; No. 09667
By: CL--~,h U. ~xr..A..J
Amy L. Hoover
Sole surviving Heir
By: ~4 ~~~
RfJ~rd Hoover,
Executor of the Estates of
Robert Hoover and Kim M. Hoover
- 8 -
The above Petition has been reviewed and is approved on behalf
of the Defendants, Weaver W. Martin and Leonard H. Martin as
presented:
ATTORNEYS FOR THE DEFENDANTS:
FINEMAN & BACH, P.C.
By:
1608 Walnut street
philadelphia, PA 19103-5413
(215) 893-9300
- 9 -
.
u,.....__'-___-.....-.'_.__ __._~_~~._,
_....,r
VERIFICATION
I verify that the statements made in this Petition are true and
correct. I understand that false statements herein are made subject
"
to the penalty of 18 Pa. C.S. 4904, relating to unsworn
falsification to authorities.
~~~w~
Amy L. Hoover
Sole surviving Heir
VERIFICATION
I verify that the statements made in this Petition are true and
correct. . .1 understand that: false statements herein are made subject
to the penalty of 18 Pa. C.S. 4904, relating to unsworn
falsification to authorities.
.cd:::! d<. -
Executor of the Estates of
Robert and Kim M. Hoover
SST/dkm HOOVERPET
14244
- 10 -
'.
PANNEBAKER AND JONES, P.C.
. r' J-/r)1'1
CONTINGENT FEE CONTRAc:::.""J oj;!' /I,Jdl-tr 1-IIJDvetf
A ~m~~-.
'1Ict'./M() HoOv.dP L/,f&vl'D.f 0 , CLIENT(S) ~,/4M7 J./"vJ:'1
hereby employes) PANNEBAKER AND JONES, P.C. as attorneys to fv~v/~/N'~
negotiate a settlement, institute, conduct, superintend and L'pp~)fr&'"
prosecute to final determination by suit or action, if
a claim arising out of an accident or incident o@the
necessary,
p..
4 /1 day
.....
of
, 19~, against any person, firm or corporation
A A "'I
I
who. may..in. the' judgment of our attorneys be
responsible therefor,
including
LcON.tltf'f) /-1 Mpt17/N ,4</0 t-o"7Zll/td? .Lv
.sir 't /' Uo 1'71 >,),://11 Dr- /I/,_~A,;;~l7r
c:. Jo.__ r 1 ,fJ"o"
""~II' rl //I' rdf1 A I"',DCC:/tu"",r
I"'i n.c ... .I _ U:>.1'<.a J'/J.. '\
'/-""""
INVESTIGATE
We agree that the said attorneys accept said employment on
the condition that they will investigate the claim and, if it
appears to be a justifiable and recoverable claim in their
judgment, they will proceed to handle the same; but if, after
investigation, the claim does not appear to be either justifiable
and/or recoverable, then said attorneys shall have the right to
rescind this Agreement and under no circumstances shall our
attorneys have the responsibility to prosecute the claim for any
amount in excess of the uncontested liability insurance coverage
applicable to the claim.
-1-
Exhibit "A"
. ._-_____.-."__ _A_
COSTS AND EXPENSES OF LITIGATION
We understand that we must pay all of the necessary costs and
expenses incident to this case, including costs of investigation,
clerks' fees, court reporters, depositions, stenographers,
transcripts, witness fees, appeal fees, notary fees, long
distance telephone calls, travel expenses, photocopy costs and
anY.9ther costs deemed necessary by our attorneys in order to
properly pursue this claim. We also understand that we are
solely responsible for and shall pay all medical bills, including
hospital, nurses, doctors, medicines, x-rays, special studies,
ambulance and the like. In.' the event of a recovery, we agree
that all of these costs and the aforesaid expenses of litigation
shall be paid from our share of the recovery. Should suit be
unsuccessful and we recover nothing, we understand that we are
solely responsible for these costs and expenses of litigation and
our attorneys are not personally responsible for any of these
costs and/or expenses.
We understand that we will be billed monthly for the costs
and expenses of litigation which are paid by pannebaker and
Jones, P.C. on our behalf. We also understand, that payment of
the monthly invoices are due upon receipt. If the payment is not
made in full within thirty (30) calendar days from the date of
-2-
receipt, pannebaker and Jones, P.C. will charge us interest at
the rate of 1 1/2' per month (18% per annum) on the unpaid
balance, and pannebaker and Jones, P.C. may cease providing
services under this agreement and we hereby consent to Pannebaker
and Jones, P.C. removing any court appearance that may have been
filed for us and withdrawing from representing us in this matter
due to our non-payment of monthly invoices.
"
ATTORNEY FEES
Should our case not result in recovery, either by settlement,
trial, re-trial, appeal or otherwise, we unqerstand and agree
that we are to owe our attorneys absolutely nothing for their
time and service.
In the event of a recovery, our attorneys shall be entitled
to the following contingent fee from any recovery made or secured
of: ~({) foll }f
~'J..5ra
(a) Thirtr t.lu'ee and one- tl.irJ (3J-1/.l%)
percent.of.gross amount if settlement is made
t'q!!~:~:'i~ 1:ommenced;
,.'tlf' )'313 t11
(b percent of the gross amount
I ~::~~::i~::~;;:e~:N:Jle~ :l:~eC{)j) eefI~
tdr eveJJf cl'\q~/ \to ~ A~~C6U'h. W J
It is recognized and acknowledged that we want to reserve the
right to consider a structured settlement of our claim and, in
the event that this claim is settled in whole or in part on a
-3-
, .
structured settlement basis, it is agreed that our attorneys' fee
shall be calculated as previously set forth on the basis of the
present value cost of the future payments to us as opposed to the
actual payments themselves. It is also acknowledged and agreed
that if we agree to settle our claim on a structured settlement
basis, that our attorneys will have the option to structure all
or part of their attorneys' fee.
WITHDRAWAL
We agree that our attorneys may withdra~ from this case at
any time after reasonable notice to us, and we agree to keep our
attorneys advised of our whereabouts at all times and to
cooperate at all times in the preparation and trial of this case,
and to appear upon reasonable notice for depositions, court
appearances, hearings and the like, and to comply with all
reasonable requests made of us in connection with the preparation
and presentation of this case.
CO-OPERATION
All matters of policy, including but not limited to questions
as to the preparation and presentation of the case, costs,
expended or to be expended, the question of settling, trying or
-4-
--~
-
appealing, or any other such questions as they arise, shall be
determined together by our attorneys and ourselves in a
cooperative effort.
AUTHORITY TO PAY CLAIMS
We further authorize our attorneys to make payment from any
recovery proceeds any outstanding costs, subrogation claims,
medical or other bills and expenses relating to or arising from
said claim or litigation.
IN WITNESS WHEREOF, the parties hereto qave se their hands
and seals this
/~ day of ~ ' 19!12.
P./~/#4- (S;:AL) 1../
/Cb~N'g0~n 1- dUd'i 1- ~etC'~ 't)d~1 r~
(SEAL) a~~ c:../-/t?O//~9r )(SEAL)
CLIENTV'
IVITNESS:
(SEAL)
PANNEBAKER AND JONES, P.C.
BY: (~~
ATT~EY
(SEAL)
BY:
ATTORNEY
(SEAL)
ljs(1:31)
-5-
:
Conrad M. Siegel, Irl
Actuaries/Benefits
II
.
-
-
_ _... _ ..r -:
- -.. --..~
.: :'::. -.: ..... 11
__.___ I_WI
... --
500 Nationwide Drive
P. O. Box 5900
Harruburg, PA 17110-5900
(717) 652-5633
Fax (717) 540.9106
Conr:ld M. SI'a,l. F.S.A. .
HillT}' M. leister. 1,.. F.S.A.
Brillll S. Sonn. F.S,A.
Clyd, E. Olnarich. F.5.A.
Earl L Mummen, M.A,A,A.
Rob,n 1. Dolllll. A.S,A.
O..ld F. SlIlIlna. A.5.A.
Roben 1. M=11c. F.5,A.
O"ld It Kllllck. F.5.A.
I,rr..y S. Myen. F.5,A.
Thorn.. L Zlmmel11\llll. F.S.A.
Ol,nn A.lWcr. F.S.A.
Piyals, Oooncllll,kc. A.S.A.
Fronk S. Rhodes. F.5.A.. A.C.A.S,
Chari.. B. Fri,dlondcr. A.S.A.
Holly A. Ross. F.5,A. .
Enrolled Acnwl" (ERISA)
Kevin A. Em. A,S,A.
HcaJlhAcUlIJ'}'
July 6, 1995
James B. Pannebaker, Esq.
Pannebaker and Jones, P,C.
4000 Vine Street
Middletown, PA 17057
RE: Robert Hoover
Dear Mr. Pannebaker:
You indicated that Robert Hoover was born on September 10, 1951 and that he died on
May 11, 1995. '
As of the date of his death, Robert Hoover was 43.7 years of age. The life expectancy for a
white male age 43.7 is an additional 30.7 years. This implies an expected age at death of 74.4
(43.7 plus 30.7). The life expectancy is based upon a publication of the U.S. Department of
Health and Human Services entitled "U.S. Decennial Life Tables for 1979-81. "
Robert Hoover was employed by Alling & Cory. In 1994 he earned $27,571. He did not miss
any days of work during 1994 and 1995 up until his death except for vacation and holidays.
Alling & Cory, his employer, provided information concerning the value of the medical
benefits provided on behalf of Robert Hoover. This value was $2,930 (10.5% of earnings) for
1994. His employer also provided information indicating that Mr. Hoover was covered under
a defined benefit pension plan. I assume that the annual value for this fringe benefit was
4.5% of earnings. This provides a total value of fringe benefits of 15% of earnings.
In a death case, it is necessary to deduct the cost of maintenance. The cost of maintenance
consistent with the McClinton vs. White decision consists of the necessary and economical
sum which a decedent would be expected to spend, based upon his station in life, for food,
clothing, shelter, medical attention and some recreation. Information published by the U.S.
Department of Labor, Bureau of Lnbor Statistics indicates that the cost of maintenance
would amount to about 38% of earnings.
The following table shows the total value of the net loss on the basis of the date of previously
described:
Earnings Capacity
Fringe Benefits
Cost of Maintenance
Net Loss
$ 587,262
88,089
-223.160
$ 452,191
Exhibit "e"
.
"
'ai' Co~ad M. Siegel, Ine.
\'-'
Jamos B, Pannobakor
July 5, 1995
Pogo 2
The figuros In the above table are based upon a work life expectancy to age 65.
Tho calculation of the value of the future amounts does not take into account a discount for
Into rest In view of the Kaczkowski vs. Bolubasz decision.
This Is 0 preliminary report. Please note that this preliminary report does not take into
account any Increase In earnings since 1994. any increase in future earnings attributable to
gains In productivity, etc.
With best regards,
HML:bah
Yours sincerely,
H~ ..'1'1. CL",;I'~7 C)).
Harry ~;,. Leister, Jr., F.W .
COns1ing Actuary
,
..,
._.m_T~'-~~f~-~~~C~"~'~--~~,\'~~~'-~-~~------'-~,--------~~,~-~-~.~';~:,'i-~~_,,~:,::~2i~f~~~'-'-~--~'-~~~~-;'~;;~rrj~"~-----;'~
. J Conrad M. Siegel, ~ . -.. ..' .
, . ~Actuaries/Benefits ~ (Q)lPlf
_ _'. _ .r.. 500 Nationwide Drive
: ==~ ':"~ l; P. o. Box 5900
.:.. -=::~= ~] Harrisburg. PA 17110.5900
. - (717}652.5633
Fax (717) 540.9106
July 6, 1996
James B. Pannebaker, Esq.
Pannebaker and Jones, P.C.
4000 Vine Street
Middletown, PA 17057
RE: Kim M. Hoover
Con1'lld M. SI,g,l. F.S.A.
H"'TJ' M. lei...,. I,.. F.s.A.
Brion S. SaM. F.s.A.
Clyd, E. Oingrlch. F.s,A.
E..I L Mummen, M,A.A.A.
Rob,n I. Dolan. A.S.A.
David F. Stirling. A.S.A.
Raben I. Mrazik. F.s.A.
David It Kllllck, F.s.A.
I,ffrey S. My,n. F.s.A.
Thomas L. Zlmmcnnon. F.s.A.
Olenn A. Hafer, F.s.A.
Piyal S. Oooncdll,kc, A.S.A.
Frank S. Rhodes, F.5.A.. A.C;A.S.
Ch..I" B. FrI,dlander, A.SA
Holly A. RoSl. F.s.A.
EnNllcd Al:warlu (ERISA)
Kevin A. Em. A.5.A.
HeaJthActuuy
Dear Mr. Pannebaker:
You indicat~d that Kim M. Hoover was born on April 3, 1954 and that she died on May 11,
1995.
As of the date of her death, Kim M. Hoover was 41.1 years of age. The life expectancy for a
white female age 41.1 is an additional 39.1 years. This implies an expected age at death of
80.2 (41.1 plus 39.1). The life expectancy is based upon a publication of the U.S. Department
of Health and Human Services entitled "U.S. Decennial Life Tables for 1979.81. "
Kim M. Hoover was employed by Pennsylvania Blue Shield. In 1994 she earned $37,696. She
did not miss any days of work during 1994 and 1995 up until her death except for vacation
and personal days.
Pennsylvania Blue Shield, her employer, provided information concerning the value of the
fringe benefits provided on behalf of Kim M. Hoover. This value was $5,190 for 1994.
In a death case, it is necessary to deduct the cost of maintenance. The cost of maintenance
consistent with the McClinton VS. White decision consists of the necessary and economical
sum which a decedent would be expected to spend, based upon his station in life, for food,
clothing, shelter, medical attention and some recreation. Information published by the U.S.
Department of Labor, Bureau of Labor Statistics indicates that the cost of maintenance
would amount to about 28% of earnings.
The following table shows the total value of the net loss on the basis of the date of previously
described:
Earnmgs Capacity
Fringe Benefits
Cost of l\Iaintenance
Net Loss
$ 900,934
124,041
-252,262
$ 772.713
Exhibit "0"
. J!Ui C~nrad M. Siegel, Inc.
James B. Pnnnebnker, Esq.
July 6, 1995
Page 2
The figures in the above table are based upon a work life expectancy to age 65.
The calculation of the value of the future amounts does not take into account a discount for
interest in view of the Raczkowski vs. Bolubasz decision,
This is a preliminary report. Please note that this preliminary report does not take into
account any increase in earnings since 1994, any increase in future earnings attributable to
gains in productivity, etc.
With best regards,
HML:clf
Yours sincerely, "'.
1,1'"\ M. Ct~ ~~W
Harry M. Leister, Jr., ~.
ConsuYing Actuary .
.'
l'
l\
,
',(<!
:;;,.
~~~
it.
t.
'1!;
~,
t:
"
,i"f
f~'
DISCLAIMER
~ II--
AND NOW, this ~ day of August, 1995, the undersigned,
Richard Hoover, Executor of the Estate of Kim M. Hoover,
deceased, hereby disclaims and renounces all of the right, title
and interest of Kim M. Hoover (the NDecedentN) and her estate in
the proceeds of litigation or the settlement thereof instituted
with respect to the accidental death of Robert Hoover on May 11,
1995, and as to which the Decedent might otherwise be entitled
as the surviving spouse of Robert Hoover, so that such proceeds
shall be distributed to such persons as are otherwise entitled
thereto as if the Decedent predeceased Robert Hoover.
This Disclosure is unqualified and irrevocable..
ESTATE OF KIM M. HOOVER
_''0- .
BY:~/~ ~h4~
R chard Hoover, Execu or
Sworn to and subscxibed
before me, this .:Jlr'-day
of tlu.SUJ: , 1995.
~.nd'i 111 /.{ Qf'"
Notary Publ c
My Commission Expires:
NOTARIAL SEAL
( SEAL) JOOIE M.H. PIERCE. Notary Publlo
Mlddlalown. Oauphln County
My Comml..lon &pl,a. March 22, lQllIl
:dkm HOOVERDISC
14245
___,.u_~~,~.
IDCHI.IT B
:
VERIFICATION
I verify that the statements made in this Petition are true and
correct. I understand that false statements herein are made subject
to the penalty of 18 Pa. C.S. 4904, relating to unsworn
falsification to authorities.
~~/4~.. - ~,~~
chard Hoover
Executor of the Estate of
Kim M. Hoover
:dkm HOOVERKPET
14245
"
- 4 -
ft;;::r.,;,;~::;~~--r~'-c-:"""T'--''''''':'''._''_'''''''''~-~''''-''.'~''''''~P....,.."""""~.~-"~-;~._--~_"--<~.,,' '0 '.<-
~47 EX AFP (12-95.
COHHOHWEAlTlt OF PENNSYlVANIA
OEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAkES
OEPT. Z8D6Dl
HARRISBURG, PI l11Z8-0601
...~.. .
. .
j',....... -" _.~
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLeWANCE
OF DEDUCT leNS AND ASSESSHENT OF TAX
DATE 04-01-96
ESTATE OF FILE NO.
DATE OF DEATH 05-11-95 COUNTY CUMBERLAND
NOTE, Te INSURE PROPER CREDIT Te yeUR ACCOUNT. SUBHIT TNE UPPER PORTION OF TNIS FeRH WITH YOUR TAX
PAYHENT Te THE REGISTER OF WILLS. HAKE CHECX PAYABLE Te "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
JAMES B PANNEBAKER ESQ
PANNEBAKER S JONES
4000 VINE ST
MIDDLETOWN PA 17057
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount R...1thd
7 / K. en
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iv:i5'4j-EX-Aiij>--(i-:f:9SrNoYicniF-YNHEifITANcE" TAit 'AP'PRA':i'SE'tiiiil:r, --ALrciwAiic~-ijR---U_-----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KIM M FILE NO. 21 95-0395 ACN 101 DATE
TAX RETlJRN WAS, I I ACCEPTED AS FILED I Xl CHANGED SEE ATTACHED
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 1B will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of LinB 14 at Spousal rata CIS)
1&. Amount of Line 14 t.~8bl. at Linaal/Class A rat. (16)
17. Amount of Lina 14 t.~.bl. .t CoI1al.reI/Class Brat. (17)
18. PrincIpal Ta. Due
ESTATE OF HOOVER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPP~ISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
'i. R..I Est.t. (Schedule A) ell
2. stocks and Bonds (Schedule 8) (2)
3. Clo..ly Held stock/Partnership Intarest (Schedule C) 13J
4. Hortseges/Hotes Receivable CSchedule D) (4J
5. C.sh/Benk Deposits/Hisc. Personel Property ISchedule E) 15)
6. Jointly Owned Property ISchedule F) (6)
7. Transfers ISchedule OJ (7)
8. Tat.l A..eh
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~penses/Ad.. Costs/Hisc. E~p.nses ISchedule HJ (9J
10. Debts/Hartgage Liabiliti.s/Li.ns CSchedul. I) (10)
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Government.l Bequest. CSchedule J)
14. Net Value of Estet. Subject to T.~
NOTE:
TAX CREDITS:
PAYHENT
DATE
09-14-95
02-02-96
RECEIPT
NUHDER
AA082134
REFUND
DISCOUNT 1+1
INTEREST (-I
.00
.00
INTEREST IS CHARGED FROM 02-12-96 TO 04-09-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
04-01-96
NOTICE
NO. 02
.00
20.808.00
.00
.00
.De
.00
.00
lal
20,80B.00
.00
8.995.00
1111
1121
1131
1141
R.qq~ nn
11.813.00
.00
173.124.00
.00
173.124.00
.00
x . DO:
X .06:
X .15:
1101
.00
10.387.44
.00
10.387.44
AMOUNT PAID
).2,884.55
3,205.89-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
9,678.66
708.78
10.15
7l8.93
. 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" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE eF THIS FORH FeR INSTRUCTIONS. I
,.-'
~ ;
, ~
Vd "00 putlpeqwn:>
lJ~CY.J 6.U':'1,UO'l\J91:>
lS l\'d . 8- lIeN 96.
,....-
SII\M 10 JO\a\rJo\:j
10 O:l\!I0peOlOO9\:j
IN RE: ESTATE OF KIM HOOVER
Deceased
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: COUNTY CODE 1995-00395
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS that I the undersigned,
Barbara Richards, Trustee of the Trust set up for Amy L. Hoover,
of' ill 1.&...J
now known as Amy L. Umholtz, by my late si~Kim M. Hoover,
for the benefit of Amy L. Umholtz, do hereby acknowledge that I
1- 1'rd...t<J......
have reviewed the First and Final Account of my late siste7l Kim
M. Hoover's Estate dated November 15, 1996 which shows
$315,864.36 dollars have been transferred to me as Trustee for
Amy L. Hoover, now known as Amy L. Umholtz. Therefore, since the
full residue of the Estate has been transferred to me as Trustee
for Amy L. Hoover, now known as Amy L. Umholtz as set forth in
the First and Final Accounting above referred to, I hereby intend
:k in Lo,,,V
to release Richard Hoover as Executor of my late sisteF~Kim M.
Hoover's Estate.
IN CONSIDERATION of said full payment set forth above by
Richard Hoover as Executor to me as Trustee, I therefore, the
undersigned do hereby release, remise, quit claim and forever
discharge the said Richard Hoover, Executor of the Estate of Kim
Hoover of and from all actions, suits, payments, accounts,
reckonings, claims and demands whatever for or by reason thereof,
,
undersigned do hereby release, remise, quit claim and forever
discharge the said Richard Hoover, Executor of the Estate of Kim
Hoover of and from nIl actions, suits, payments, accounts,
reckonings, claims and demands whatever for or by reason thereof,
or any other account, matter cause or thing whatever relating to
the estate of the said decedent,
AND the undersigned does hereby agree to indemnify and save
harmless the said Executor, to the extent of the full
distribution received, against any and all losses, damages,
costs, verdicts, judgments, awards and expenses which said
Executor may suffer, incur, be put to, payor layout by reason
of having made full distribution to the undersigned and agrees to
refund said distribution to the Executor upon receipt of such a
request from the Executor.
AND the undersigned does hereby release all real estate of
the decedent and of the said Executor from all liens, claims,
actions, suits, payments, accounts, reckonings and demands
whatever for or by reason thereof, or of any other account,
matter, cost or thing, whatsoever.
~\!;:
,.or'
"
;oil:._
"
';;\'~
,'t:',
-~--p,
" t.
, ,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN SS.
On this, the '1"<< day of J):oa'...~
, 1996, before me a
Notary Public in and for said State and County, personally
appeared Barbara Richards, Trustee, under the Last Will and
Testament of Kim M. Hoover for Amy L. Hoover, now known as Amy L.
Umholtz, known to me (or satisfactorily proven) to be the person
whose name is subscribed to the foregoing Receipt and Release and
acknowledged that she executed the same for the purposes therein
contained and desires that the same be recorded as such.
IN WITNESS WHEREOF, I
seal.
hereunto set my hand and official
~.~
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Not Public
(SEAL)
._ .~-===a
NOTARIAL SEAL
ESPIRIRRtON A, COLUIlGA, Notary Publ tc
MIddletown PA, Dauphin Co~nty
My Commission E.plros May 7, 1998
:dkm HOOVEREL
__r
RECEIVED FROM.
_".... _.......,. ....t...... . _
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",' . COMMONWEAL!.HOF PENNSYLVANIA
D ~O;:~Ai0,82~34 DEPARTMENT OF REVENUE
".v.\:" ."....,. OFFICIALRECEIPT. PENNSYLVANIA INHERITANCE AND ESTATETAX
. ,~.!.,L.()
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ACN
ASSESSMENT I!'
CONTROL ...
NUMBER
AMOUNT
PANNEBAKER JAMES B
4000 VINE ST
101
.ll:!,el:l'+.oo
MIDDLETOWN, PA
170:57
ESTATE INFORMATION,
~ FilE NUMBER
1iI 21-199:5-039:5
EJ NAME OF DECEDENT
. OVE
II D~E OF PAYMENT
EJ POSTMARK OA E
COUNTY
SSN 207-44-:5214
(FIRSt) (Mil
CUMBERLAND
DATE OF OEATH
REMARKS
RICHARD HOOVER
SEAL
CHECK" 1013
REGISTER OF WILLS
.------ ----------- ---- - -- - -----.-.- - - - - -----;- -,- -.- --",-
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FulUrI Inl.'.I' Compromh.
(lor do'.. 01 d.o,h ohor 12.12.82)
Dte.d.nt DI.d T..lol. 0 7. D.e.d,nt Maintained a living TruI'
(Alloth tOpy 01 WillI (Alloth tOpy of Tru.'1
AlL'.CORRE5P~NDENCE:AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. ~~ ';;1: l;,,~.. ~' ~'~ ':~'1',:-:,:. .,,'. ..,
HAMor. (0""1111 "'AllINO ADDUn
Jomes B. Pnnnebaker. Es uire PANNEBAKER AND JONES, P.C.
mlrNOHIHUM'" 4000 Vine Street
.
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COMMONWfALTH Of PENNSYLVANIA
DePARTMENT Of IUVfNUr.
D!PT. '10001
HARAISlUItO. 'A 17121.0601
D1CIDINI'$ NAM!: IL....r. 'IUl. AND MIDDLllNIIIAlI
Hoover Kim M.
IOCIAL Ileumy NUMIlIt
DAn 0' DeAtH
207-44-5214
5/11/95
I'll ...''''''''tul.U......,IHQ lPOUII" ..._. ru.". ""' ANO ,,1I0PIS 'NmAll
N A
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04.
liil6.
O"g'nal R,turn
o 2.
040,
limited Estall
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1. R.ol E..o.. ISth.dul. A)
2. S'Otl, ond Bond. (Sth.dul. BI
3. Clollly H.ld S'otk/P.rtn.nhlp In'.".' (Sth.dul. C)
... MOrlgog.. and NollS Receivable (Sch.dule D)
5. Cash\ Bonlc D'polll1 & Mhcelloneoul Personal Prop Illy
(St..dul. E)
6. Joln'ly Own.d Propor'y (Sth.dul. Fl
7. Tron.'", (Sth.dule GIISth.dul. l)
8. Total Gran Auell (lolaIUn.. 1.7)
9. funeral Expenlel, Admlnt1lrall...e C0111, Mhcellaneaul
Expenles ISchedule H)
10. Debts, Morlgage Uabllitlel, liens ISchedule I)
11. Total Deductionl ItolalUnes 9 & 10)
12. Nel Value of Ellate (line 8 minus line 11)
13. Chariloble and Go...ernmental Bequests (Schedule JI
U. Nel Value Sub.et to Tax (line 12 mlnull1n. 13)
15. Spoulol Transfers (for dotes 0' deoth aher 6.30.9AJ
Sa. Inllructlonl for Appllcobl. Percentoge on R....erse
Side. (Include valul1 ham Schedule K or Schedule M.)
16. Amount 0' lIn. 14 taltable at 6% ral.
(Include valu" from Schedule K or Schedule M.I
17. Amount of llno 14 taltable at 15% ralo
(Includ. values from Schedul. K or Schedule M.)
18. Prlnclpaltox due IAdd lox from lInll1 15, 16 and 17.)
19. Credil1 Spoulal Po...erty Credll Prior Payments
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fOR OATIS Of OIATH AnlR 12/31/9\ CHICKHIRI
If A SPOUSAL
POYIRTY CRlOIT IS CLAIMIO 0
fill NUMIIR
1995-00395
COUNTY COOE YEAR
OlctDtNI', COMPU r: ADDlln
NUMBER
1017 Hemlock Lane
Eno1n, PA 17025
COIIIlI., Cumberland
"MOUN' IlCUVlD ISIl INSUUClIONSI
Supplemental Return
o 3. Remainder R.lurn
(lor do... 01 d.o,h prlor.o 12.13.821
o 5. Federal Eltal. Taa Return Required
-D8. Total Number of Safe Depollt Boa"
119 . 000.00
20.808.00
-0-
(1)
(2 )
13 )
141 -n-
(51120.649.04
(6)
(71
(8) 260.457.04
(9)
(10)
19.584.14
26.130,40
Ill) 45.714.54
112)214.742.50
(13)
(14
(151
1161214.742.50
(171
)C._II
x .06 II
12.884.55
)C .15 a
(1BI
Discount
Inlerell
+
(19)
(20)
20. If line 191s greoter than llno 18, enler th. dlffer.nce on line 20. This h the OVERPAYMENT.
aD
21. If line 18 Is greoler than lint 19, enler the difference on lint 21. This 11 the TAX DUE.
A. Enltr the Inler,,' on tho balance due on line 21A.
B. En'" 'h. '0'01 of line 21 ond 21A on line 21B. Thll II ,h. BALANCE OUE.
Mak. Check Payabl. '01 R.gl.t.r of Will., Agent
Check here If you aro requesting a refund of your overpayment.
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(211 12.884. ~~
(21AI
(2\B)
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Act '48 of 1994 provide. for the reduction of the tax rate. Imposed on the net value of transfer. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the statute will bel
e 3% (.03) will be applicable for estate. of decedents dying an or after 7/1/94 and before 1/1/96
e 2% (,02) will be applicable for e.tate. of decedents dying an or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.tate. of decedents dying an or after 1/1/97 and before 111/98
e Spou.al transfers occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make 0 tronsfer and:
o. relain the use or income of the properly tronsferred, .......................................................
b. retain the righllo designote who sholl use the properly transferred or its income, ...............
x
x
c. retain a reversionary interest; or ...................................................................................
x
d. receive the promise for life of either poyments, benefits or carei .......................................
2. If death occurred on or before December 12, 1982, did decedent within two yeors preceding
deoth tronsfer properly without receiving odequate conslderotloni If dealh occurred after
December 12, 1982, did decedent transfer properly within one yeor of death without receiving
adequate .constdoratlonV .. to....... 10..... .......... ........,.......... ........................ ...... I..............to.....
x
x
,-
Ll:;
3. Old decedent own on 'In trust for', bank occounl ot his or her deothL....................................
x
C)
, ' ~ .-
'-
. IF THE' ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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LAST WILL AND TESTAMENT
I, KIM M. HOOVER, a resident of cumberland County,
Pennsylvania, being, of sound and disposing mind, memory and
understanding, do make,
and TESTAMENT, hereby
t,~ "fl"" 1:\:1;1"
previously made by me.
publish and declare this to be my LAST WILL
reVOking any and all Wills and Codicils
;, ".
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I declare that I am married to ROBERT HOOVER and that I have
one (1) child, AMY LYNN HOOVER, born February 17, 1976.
II
I direct that my debts and funeral expenses be paid as soon
after my death as is practicable by my Executor out of my residuary
. :;'.' ....
from any assets, funds, death benefits or insurance
.0" I. ,"If,- "i' :.:~: ar.;
are otherwise excludable or exempt from my gross
estate, but not
proceeds which
estate for federal estate valuation or tax purposes.
.,' ',I""
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X direct that all estate, succession, legacy, inheritance
. ' 'r ,~. 1;:r,...1 j~r\;,r.rt
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 death tax purposes, whether or not such
property passes under this LAST WILL, shall be paid by my Executor
out of my residuary estate, but not from any assets, funds, death'
benefits or insurance proceeds which are otherwise excludable or
III
"
exempt from my gross estate for federal estate valuation or tax
t':
purposes.
',:", I
IV
, ,
I give, devise and bequeath all my property, whether real or
.....\.
. '.
personal, wherever situate, including any property over w~ich I may
have a power of appointment to my husband, ROBERT, provided that
'.
he survives me by thirty (30) days.
V
If my husband, ROBERT, shall predecease or fail to survive me
by thirty (30) days, I give, devise and bequeath all of my
property, whether real or personal, wherever situate, including any
property over which 1: may have a power of appointment, to my
daughter, AM~ LYNN HOOVER, per stirpes, pursuant to the terms of
the hereinafter included Trust.
V1:
~UARDIANSHIP
1:f my husband shall predecease me and my daughter, AMY,
"
t" i
V:x::x:
TRUST
If my husband shall fail to survive me by thirty (30) days and
my daughter, AMY, is under the age of twenty-one (21) years and
survives me, I appoint my husband's sister, BARBARA RICHARDS, as
Trustee of the property that 1: have given to my child.
B. The, Trust estate shall be administered until my child
reaches the age of twenty-one (21) years. until that I ,time., ,. the
Trustee shall apply all net income and principal of the Trust
estate as follows:
So long as my child is under the age of
twenty-one (21) years of age, the net income
of the Trust shall be paid to, or applied
for the benefit of my child at such times
and in such amounts as the Trustee shall in
his discretion deem necessary for his
support, welfare, maintenance and education.
Education shall be defined broadly to include
not only that available in college, but also
trade school and other similar training. In
the event that the income shall be
insufficient to provide my child with
adequate maintenance, support, welfare or
education, the Trustee may invade the
principal of this Trust for this purpose.
2) The Trustee in exercising his discretionary
authority with respect to the payment of
income or principal of the Trust Estate to
my beneficiary, shall take into consideration
any income or other resources available to
my child from sources outside of this Trust
that may be known to the Trustee. The
determination of the Trustee with respect to
the necessity of making payments out of
income or principal to my beneficiary shall
be conclusive on all persons howsoever
interested in the Trust.
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The Trustee shall accumulate and add to
principal any net income of the Trust not
paid out in accordance with the discretion
hereinabove conferred on the Trustee.
4) In,the event my child predeceases me or dies
'prior'to the'termination of this Trust, the
interest of, my child in the Trust shall
. cease, except that, if she is survived by any
children, then the' Trustee shall pay, net
income of the Trust to or applY the same for
the benefits of such children'of 'my deceased
child, in such amount or amounts as the
Trustee in his sole discretion may determine
for support, welfare and maintenance.
3)
c. When my child reaches the age of twenty-one (21) years,
',' .
a calculation of the property remaining in the Trust shall be ~~de
~. . .' . ,
and the total thereof shall be distributed to her.
D. .My child, as beneficiary of this Trust, shall not have
any right to alienate, encumber, or hypothecate her interest in the
principal or income of the Trust in any. manner,
interest be subject to claims of her creditors
attachment, execution or other process of law.
nor shall any
. '.,' . .::. ;. ~: t.:.
or liable to
E. In order to carry out the
established by this will, the Trustee,
purposes, of this
. .
.' .' '~1. .. .,', -. ,
in addition' €i:i' 'ali.
Trust
other
powers granted ~y this Will, or by law, shall have the following
powers over the Trust estate, subject to any limitation specified
. ,.
elsewhera in this will:
1) To retain any property received by the
Trust estate for as long as the Trustee
considers it advisable.
2) To spend funds for the maintenance and
repair of real property.
.'
, '
3)
To sell at public or private sale,.
exchange or lease for a period of time,
any real or personal property and give
options for sale of the lease.
To execute and deliver any deeds, leases,
assignments or other instruments as may
be necessary to carry out the provisions
of this Trust.
4)
"
5) To borrow money and to mortgage or pledge
any real or personal property.
6) The Trustee shall maintain accurate
records and accounts and shall render
statements to my beneficiary hereunder
Showing receipts and disbursements of
principal and income no less frequently
than annually. The Trustee shall serve
without bond and shall receive fair and
,';.
reasonable oompensation
administration of this Trust,
exceed five (5%) percent of
income ..
for
not to
annual
. ,
7)
8)
To distribute property in kind.
,
To do ~ll other acts that are in his
.r ,t I' tl'..~
judgment necessary or desirable for the " ': i-.ld
proper management, investment an'd \ I '.:j(hll~.-'ltl
distribution of the Trust estate. ",,,'
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VIII
',',"
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I nominate, constitute and appoint my husband, ROBERT, as
Exeoutor of this LAST WILL, to serve without bond. If my husband
is unable or unwilling to act in that capaoity, then I nomina~e,
. ',.",', ,_tl I
constitute and appoint my husband's brother, RICHARD'HOOVER, as
Exeoutor of this LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I, KIM M. HOOVER, have set my hand to. this
LAST WILL this If'th day of ma. y , 1992.
~~, ~~;;
. ..M. HOOVER
signed, sealed, published and declared by the above-named
KIM M. HOOVER, as and for her Last Will and Testament'; .in. 1;he1i
presenoe of us, who, at her request and in his preseric~".'li.nq:'~r\';;ti'\~",\
presenoe of each other, have hereunto subscribed' our names, s
witnesses. . .' .
~~~..'
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AClQIOWLBDGBKENT
COMMONWEALTH OF PENNSYLVANIA
.
.
ss.
COUNTY OF CUMBERLAND,
I, KIM M. HOOVER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
aocording to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILLI that I signed it as my free and
voluntary act for the purposes therein expressed. ,. .
,."
, ,
v 7h (I - ~A
g~. HOOVER~
Sworn or affirmed to and acknowledged before me by KIM M. HOOVER,
Testatrix, this -'Tfh day of ma.l ( 1992.
(juh 4 ~J~
Notary Publ[o.J'"
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NolaIIaISeaI
COlla F.1lnlI<8nsIWe, NoWy P\.IlIC
MecI1:lt1IcsIlLr Boto, Cirnbeftilnd Cou!1lY
MtCc<MiSSlonElcplresApl1l I, 1095
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND
We, !l1urre.k R Waller"" fll an~ fiJ. l11a.r1!~omE{...5 ,
the witnesses whose names are signed to the attabh~d or foregoing
instrument being duly qualified according to law, do depose and
say that we were present and saw Testatrix sign and execute the
instrument as her LAST WILLI that KIM M. HOOVER signed willingly
and that she 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 I and that to
the best of our knowledge, the Testatrix was at the time 18 years
of age or more, of sound mind and under n constr'j) or d
influence. r rt
~..-
and acknowledged before me
;?1a. (' , 1992.
r1tuh :;j 4~~L
Notary Public
Sworn or affirmed to
this If"th day of
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M~Boro. ~:.I, :1'
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P 102-DEED-WARRANTY
IND. OR CORP.
AOD
Copyrlghl1010' bV ALL.STATE LEOAL SUPPLY CO.
On. Commlfc. Orlvl, Cr.nlold. N. J. 07016
ml1ill IDe.ell,lIll1dollto 6th
November
19 07
dUll uf
llJrlluftll
Band D LllND CO., INC" ^ Pnnnsylvania Corporation
I/Urdu de8il/llIIl,'d II.' IIIe Gmulllr..,
All II
'.
ROBERT HOOVER and KIM M. HOOVER, his wife,
I",reiu de..iYllulerlu.. IIIe Gn/lllcc..;
IDltnrllrUf, fltut lito Gmntors. for alld in callsidemlion of EIGHTY-EIGHT THOUSAND
NINE HUNDRED ISBO,900.00) DOLLARS
lawful/llonell IIf tlto Ullited Stules of II 1Il01;CU, to tlto Gnllllor.. in ltulIll wdl 11I111 Indy IlIdd by lite Gmlllee..,
at or before flte sealillY ullll delivory of tltese 1,,'e8ellls, lite receipt wllerell/;s here/,y Ilc!wllwlcd//ed ","I Ihe
Grantors beillY tlWI'OWitlt fu/lll srlli..jiod, do bll tltese I,resellls yn/lll. bur//u;II, sell flllIl CUlwCII 1111111 Ihe
Grallfoos forever.
1\11 that certain tmct or /lurcd oJ'lulld and wellli.es. sitllule, IY;IIY lIIul beillY iu Ihe
Township oj' East Pennsboro ill till! Cllllllty IIf
Corrber1and ullll COlllllWllweult1t IIf /'OIllISlllvUlliu, /IIore IJrtrlicularl1l desclibed us )'o/l",es:
BEGINNING at a point on the northern right of way line of Hemlock
Lane, a common corneL of Lots No. 106 and 107 as shown on the
hereinafter named plan of Lots; thence along Lot No. 107 North 12
degrees 54 ' West 105 feet to a point at other lands of Grantors;
thence along said lands North 77 degrees 06' East 79.55 feet to a
point, common corner of Lots No. 105 and 106; thence along Lot
No. 105 South 15 degrees 53' 24" East 104.31 feet to a point on
the Northern right of way line of Hemlock Lane; thence along said
Hemlock Lane by a curve having a radius of 610.0 feet and an arc
distance of 31.03 feet; thence along same South 77 degrees 06'
West 53.17 feet to a point; the point and place of BEGINNING.
BEING Lot No. 106 on Final Subdivision Plan No. 3 of Treemont,
recorded in the Cumbeland jCounty Recorder's Office in Plan Book
34, Page 131-
CONTAINING 8,631 aquare feet.
UNDER AND SUBJECT, NEVERHELESS, to restrictions, conditions and
easements of prior record, pretaining to said premises.
BEING PART OF THE SAME PREMISES WUICH Newton C. Landis, Executor
of the Estate of John L. Gutshall, by Deed dated January 10, 1973
and recorded in the aforesaid Recorder's Office in Deed Book Z,
Volume 24, Page 461, granted and conveyed unto the Grantor herein.
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5 h r Dl t C b C P tll Roof EII.,. T....r.. Tn
c 00 s. urn. 0" a. _ \.'.F , J t '0
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ro. - 6'v~' 't't+J7.' I ;~:;::::::;:..:~ .,)_ _~
r-"lU O.'.Cl......~U.. AmI. ......;-; -.....;:'m),~I. <;:.. A~i.
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eoct/J!33 ?AGE 775
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iIlourl/rrr wilh all and sillunlar Ihe buadillus, improvomonls, wails, woods, walers, watercourses, riUltls,
liberties, PI-iVaeuos, heredilamenls alld al'pnrlenallees 10 Ihe same belollUI'nu er in anllwise allperlaillinu: alld
Iho reoersion and reoersiolls, remainder /lIIII romaillders, renls, isslles alld llI'O)ils Ihereo): alld oj' every pari
alld I/nrcel Ihereo!: AIIIl alBo all Iho eslale. I-iUhl, tille, illleresl, nse, Ilosimssiell. Ill'Operlll, claim alld
demalld wlllllsoeoer of 1110 Gralllers bolh ill law and ill equitll, of. ill alltllo 11I0 Ilremises hereill dcscribed alld
every pari aml'larcel lIIereof with 1110 IlllllUrlenallco". iIlD I,nur nnll Ie 110111 ull alltl sinUlllllr IIIe /lI'cmises
IIereill described 10yellwl' wilh IIw IlerolUlllmellls/llll1 lIllllUrlelllll/Co., Ill/III lite Gmlllcos Illltllo Grulltee.,'llro/ler
use alld belleftl forever.
AlIll Ihe Gmlllors COOOIltll/llllal. exccpl lIS mall bo llerdll sel)urlil, Iltey do und will forrurr warrant
alld llrfrnllllw lallds UlIII'I/'ellll:'cs,lwrellitumellls /llIIlallllUrlellttl/ces horebll cOllvellet/.uyaillsl IlIe Gllmlors
alld all oilier I'ersells lawfully clnilllinll lite sllmo or lu claim IIIe .,ume.
Irl all r'lferellCCs "ereill 10 lI11Y I.".lie., Ilel~lII'H, ell lilies ar eO/7ll/mlia/lH, llee "He a}' /11'1/ Ilorlielllllr O.IIder ar lI.e
1II0ral oraillDolor /III/libel' i. i/llewlod III i/lel/lde /I.. IIIII/1Vllrill/e oewlOrar/lllmberlls /I.. Ic.rl a}'t1.. wille ill illslnlflwIII 11/110
requi'TVherever ill ihia inslnm,e", fJIly'lmrty !huu be (/C!siUIIClled ur "f1Jrrrcd to by 'unite ur ucrwrollvJereJlCfJ, Buch deai""u_
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Samuel L. Read
wllo ackllowlel/oed him solf 10 bo III~ Pros1dan t oj' B & D LAND
COMPANX, INC.
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COMMONWEALTH OF peNNSYlVANIA
INHfRlTANCE TAX RETURN
RESIDENT DECEDENt
SCHEDULE B
STOCKS AND BONDS
.
ESTATE O. F E NUMBER
Hoover, Kim M. 1995~00395
(All proporty lolntly-ownod with RIght of SurvivorshIp mUll bo dllclolod on Schodulo F,)
NulTMEMaER DESCRIPTION VALUE AT DATE
OF DEATH
1.
PPG Industries, Inc. 544 Shnres
Common stock @ per share 38,25
20,808,00
"
TOTAL (AI.o onlor on IIno 2. Roco lIulollon)
(IF more space is neeaea, Inserf aclcJilionol sh..,s of some size.)
S 20 808
IlVoI'" U. p.II,
*'
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Ploa.. Print or i 0
FILE NUMBER
1995-00395
COMMONWUUH O. ,ENNSYWANIA
INHII,TANCI T.lC InUIN
..IIDIHT DICIDIN'
ESTATE O'
Hoover, Kim H.
(All property 1.lnll.,....n.d with the Rllht.f SUf'Vlvorthlp mUlt be dl.clo.... on Schedule P.)
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
None
.'
S None
,,, more space is n..ded, Insorl additional sh..1s 01 same sin.'
.
'1~1JOalhn"71
.
ESTATE OF
.-!;,~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWUlTH 0' peNNSYLVANIA
INHUITANCI TAX lnulN
IUIDINT DICIDINT
Pleas. Print or r e
FILE NUMBER
1995-00395
Hoover, Kim M.
(All property lolnlly.owned with the Right o' Survlvonhlp mud b. dl.c1o.ed on Sched"l. PI
ITEM
NUMBER
1.
2.
.'
."
VALUE AT
DATE OF DE-!\TH
574,89
994,22
2,473.65
876.08
315,52
J 5,255,77
i 28,970.54
I
100,00
802.73
457,44
3,300.00
291.00
275.00
1,030,00
74.932.20
DESCRIPTION
9. DOT Co. 43973647
10. US Savings Bonds Interest
United Concordia Paycheck
United Concordia Paycheck
3.
United Concordia Paycheck
4.
5.
6.
US Savings Bonde (See attached)
PPG Industries, Inc. stock dividends
DOT Co,
7. Pa. Blue Shield voluntary investment plan
8. Blue Shield payment for Uto10gica1 Assoc. of Lancaster
11. Kelly S. Lippy-'89 Cavalier
12. Refund of Insurance Premium. Erie Insurance Company
13. Po. Blue Shield reimbursement for Lnncaster Orthopedic
and Surgical Association of Lnncaster
14. Brickers Auction (personal property)
15. Proceeds of Survival Action by Richard Hoover, Executor of
the Estate of Kim H. Hoover
RICHARD HOOVER,
Executor of the estate of
Robert Hoover, Deceased and
the Estate of Kim H. Hoover,
Deceased
Plaintiff
v.
WEAVER W. MARTIN and
LEONARD H. MARTIN
Defendants
(See attnched Court Settlement)
COURT OF CO~~ON PLEAS OF
CUMBERLAND COUNTY, PENNSYLV IA
CIVIL ACTION - LAW
No. 95-4605
TOTAL Also enter on line 5, R~'ca
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James B. Pannebaker, Esquire
PANNEBAKER AND JONES, P.C.
4000 Vine Street
Middletown, PA 17057
(717) 944-1333
I. D. No. 09667
Attorney for plaintiff
RICHARD HOOVER,
Executor of the Estate of
Robert Hoover, Deceased and
the Estate of Kim M. Hoover,
Deceased
: COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: CIVIL ACTION - LAW
~ No. c;f- ~G()~~;j~
.
.
plaintiff
.
.
.
.
v.
'.. '".
.
.
WEAVER W. MARTIN and
LEONARD H. MARTIN
Defendants
.
.
ORDER
l:p;~.".. -
/'
Petition for
AND NOW, this /~
day of
, 1995, upon
Approval of Settlement
consideration of the Plaintiff's
in the above captioned case and the under-insured motorists benefits
offered by Erie Insurance company, IT IS HEREBY ORDERED as follows:
1. The settlement of $750,000.00 in the above captioned case
and $100,000.00 from Erie Insurance company in payment of its
under-insured motorists benefits for Robert and Kim M. Hoover,
Deceased, is approved and the fol~owing distribution of the proceeds
shall be made:
a. Damages recoverable for Robert
Hoover, Deceased, under the .wrongful
Death Act to Amy L. Hoover in the amount of $224,796.59
."
- 1 -
g. Reimbursement to pannebaker and Jones,
P. C. for out of pocket expenses in the
amount of
$
508.52
h. Attorney Fees due to Pannebaker
and Jones, P. C. as a result of the
above captioned case for Robert Hoover,
Deceased, in the amount of
i. Attorney Fees due to pannebaker
and Jones, P. C. as a result of the
above captioned case for Kim M. Hoover,
Deceased, in the amount of
$ 93,750.00
:
$ 93,750.00
j. Attorney F~es due to pannebaker
and Jones, P. C. as a result of the
settlement of the under-insured
motorist claims for Robert and Kim
M. Hoover from Erie Insurance
company in the amount of
$ 25,00D.00
BY THE COURT:
j,J C:L,,", , g A .I.y
'I d /.
:dkm HOOVERORDR
J.4244
- 3 -
J.
James B. Pannebaker, Esquire
PANNEBAKER AND JONES, P.C.
4000 Vine Street
Middletown, PA 17057
(717) 944-1333
I. D. No. 09667
Attorney for plaintiff
RICHARD HOOVER,
Executor of the Estate of
Robert Hoover, Deceased and
the Estate of Kim M. Hoover,
Deceased
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION - LAW
.: No.
Plaintiff
v.
,
-~
C:
..,
u.)
=
WEAVER W. MARTIN and
LEONARD H. MARTIN
Defendants
CJ:)
.: ;. -. .:"~ 111
PETITION FOR APPROVAL OF SETTLEMENT:~~~ 0
I.. ',' :::-
1';' -~;." ::J:
Richard Hoover, as Executor of the Estates of Rob~~t H~er,
, .-: c...n
Deceased, and Kim M. Hoover, Deceased, by and through his Attorneys,
pannebaker and Jones, ,P. c., and Amy L. Hoover, sole Heir of her
Parents, Robert and Kim M. Hoover, petition this Court for approval
of settlement of this claim, respectfully representing that:
1. Robert Hoover, age 44, of 1017 Hemlock Lane, Enola,
Cumberland county, Pennsylvania, died on May 11, 1995, as the result
of closed head and internal injuries sustained in an automobile
accident.
2. Kim M. Hoover, age 41, of 1017 Hemlock Lane, Enola,
Cumberland county, Pennsylvania, died on May 11, 1995, as the result
of a blunt head trauma sustained in an automobile accident.
3. Said accident occurred on May 11, 1995, on PA Route 41, one
quarter mile south of Newport pike, in Sadsbury Township, Lancaster
- 1 -
.
,
county, Pennsylvania when a cattle truck, owned by Defendant, Weaver
W. Martin, and driven by Defendant Leonard H. Martin, swerved into
the south bound lane, where it collided with the Hoovers' 1956
Classic Chevrolet.
4. As a result of said accident, Robert Hoover, while alive
immediately after impact, died shortly thereafter without regaining
consciousness, and Kim M. Hoover, while never regaining
consciousness, died approximately six (6) hours later at Lancaster
,
General Hospital.
5. Defendants have denied all liability. Thus, a genuine
dispute exists in this case as to the liability of any of the
defendants for the deaths of Robert Hoover and Kim M. Hoover.
6. Amy L. Hoover, age 19, who resides at 1-A southmont Drive,
Enola, PA 17025, is the sole Heir of her Parents', Robert and Kim
M. Hoover, Deceased, Estates.
7. The parties to this action and Amy L. Hoover have agreed,
contingent on this Honorable court's approval, to a resolution of
this matter by payment of $850,000.00 in full settlement of all
claims under both the Wrongful Death and Survival Acts in this
matter. The $850,000.00 settlement is made up'of $750,000.00
offered by the Defendants, Weaver W. Martin and Leonard Martin, and
the remaining $100,000.00 is being offered by Erie Insurance company
as a result of the Robert and Kim M. Hoover's auto insurance policy
which provided for $50,000.00 per person of under-insured motorist
coverage of the Hoover's policy.
- 2 -
8. Plaintiff respectfully requests that this Honorable Court
approve the proffered settlement of $850,000.00 as fair and
reasonable under all circumstances.
9. Plaintiff, Richard Hoover, Executor of the Estates of
Robert Hoover, Deceased, and Kim M. Hoover, Deceased, and Amy L.
Hoover, sole Heir of Robert and Kim M. Hoover have agreed upon a 25%
contingency fee based upon settlement of this case prior to the
commencement of a suit.
A copy of the Fee Agreement is attached as
~
Exhibit "A". Plaintiff respectfully requests that this Honorable
court approve payment of 25% of the Settlement of the above
captioned case for Robert Hoover in the amount of $93,750.00 and 25%
of the settlement of the above captioned case for Kim M. Hoover in
the amount of $93,750.00 as Attorney Fees to Pannebaker and Jones,
P.C. for the Settlement of the claim against the Defendants, Weaver
W. Martin and Leonard Martin; and 25% of the under-insured motorist
claim being paid by Erie Insurance company to the Estate of Robert
Hoover, Deceased, in the amount of $12,500.00 and 25% of the
under-insured motorist claim being paid by Erie Insurance company to
the Estate of Kim M. Hoover, Deceased, in the amount of $12,500.00.
10. In the preparation of this case, it was necessary for
counsel to advance various costs for medical records, consulting
actuaries, etc. A tabulation of these costs paid on behalf of the
Plaintiff, is in the amount of $508.52 (see Exhibit "B") and it is
requested that these costs be divided equally between the Estates of
Robert and Kim M. Hoover.
- 3 -
.
11. Plaintiff respectfully requests that costs in the amount of
$254.26 from the settlement for Robert Hoover, Deceased and $254.26
from the settlement for Kim M. Hoover, Deceased, be awarded to
Pannebaker and Jones, P.C. for the costs incurred on behalf of
Robert and Kim M. Hoover.
12. Upon approval of the aforesaid Attorney's Fees and Costs,
the Plaintiff has a net recovery of from the above captioned case of
$280,995.74 for the Estate of Robert Hoover an~~$2~O,995.74 for the
Estate of Kim M. Hoover. The Estate of Robert Hoover will receive
from Erie Insurance Company a net payment of $37,500.00 and the
Estate of Kim M. Hoover will receive from Erie Insurance Company a
net payment of $37,500.00.
13. A portion of the net settlement fund should be distributed
under the Wrongful Death Act to compensate Amy L. Hoover for the
pecuniary loss she has sustained as a result of the loss of her
parents' contribution to her shelter, food, clothing, medical care,
education, entertainment, gifts, recreation, etc. A report prepared
by Economist, Harry M. Leister, Jr., F.S.A. of Harrisburg, Dauphin
County, Pennsylvania, attached as Exhibit "C", indicates that Robert
Hoover would have had a net loss after deductions for his cost of
I
maintenance of 38% of earnings in the amount of $452,1~1.00 and Kim
M. Hoover, attached as Exhibit "0", after deductions for the cost of
her maintenance of 28% of earnings, would have had a net loss of
$772,713.00.
14. Amy L. Hoover resided with her parents at the time of their
- 4 -
death. Amy L. Hoover is the only person to whom Robert Hoover and
Kim M. Hoover were providing financial support at the time of their
deaths. Pursuant to Disclaimer signed by Richard Hoover, Executor
of the Estate of Kim M. Hoover, and approved by the orphans' Court.
by Order dated , the Estate of Kim M. Hoover
disclaimed and renounced all of the right and interest of Kim M.
Hoover to the proceeds of litigation or the settlement thereof
instituted with respect to the accidental death. o~ Robert Hoover on
May 11, 1995, and as to which the Estate of Kim M. Hoover. might
otherwise be entitled as a surviving spouse of Robert Hoover. A
copy of said disclaimer and order are attached hereto, marked
Exhibit "E", and made a part hereof by reference thereto.
Therefore, Amy L. Hoover is the only person who stands in a family
relation to the deceased and is statutorily authorized to recover
damages under the Wrongful Death Act.
15. plaintiff therefore requests that $224,796.59 be
distributed to Amy L. Hoover as the sole surviving ~eir of Robert
Hoover, Deceased, and that $224,796.59 be.distributed to Amy L.
Hoover as the sole surviving Heir of Kim M. Hoover, Deceased.
16. Pursuant to 42 Pa.C.S.A. S 8302, the remainder of the
Settlement Funds, should be distributed under the survival Action in
the amount of $56,199.15 to the Estate of Robert Hoover, Deceased,
for his Heir and $56,199.15 to the Estate of Kim M. Hoover,
Deceased, under the survival Action for her Heir.
17. Plaintiff respectfully requests that the remainder of the
net funds, after attorney fees, provided by Erie Insurance company
- 5 -
,
.. ..._-~ - ---.."-~-
.-....
"")1<
"
as payments for under-insured motorist coverage in the case of
Robert Hoover, Deceased, be distributed to Amy L. Hoover as sole
surviving Heir in the amount of $37,500.00 and in the case of Kim M.
Hoover, Deceased, the sum of $37,500.00 which will be paid to Amy L.
Hoover under the Pennsylvania Wrongful Death statute.
lB. The Plaintiff, Richard Hoover, Executor, and Amy L. Hoover,
sole surviving heir, are agreeable to the payment of Attorney's Fees
and Litigation expenses and requests this Honor~ble Court to approve
",. .... .
settlement of this matter with distribution of the funds to be paid
as listed below:
a. Damages recoverable for Robert
Hoover, Deceased, under the Wrongful
Death Act to Amy L. Hoover in the amount of $224,796.59
b. Damages recoverable for Robert Hoover,
Deceased, under the above captioned
Survival Act to the Estate of Robert
Hoover in the amount of
$ 56,199.15
c. Damages recoverable for Kim M. Hoover,'
Deceased, under the Wrongful Death Act
to Amy L. Hoover in the amount of
d. Damages recoverable for Kim M. Hoover,
$224,796.59
Deceased, under the above captioned
survival Act to the Estate of Kim M.
Hoover in the amount of
$ 5'6,199.15
e. Payment received from Erie
Insurance Company under casualty
- 6 -
'.
f.
g.
insurance policy of Robert and Kim M.
Hoover for Robert Hoover payable
under the Wrongful Death Act to
to Amy L. Hoover in the amount of
Payment received from Erie
Insurance company under casualty
insurance policy of Robert and Kim M.
Hoover for Kim M. Hoover payable
under the Wrongful Death Act to
Amy L. Hoover in the amount of
Reimbursement to pannebaker and Jones, PC
for out of pocket expenses in the amount of $
Attorney Fees due to Pannebaker
and Jones, P. C. as a result of the
above captioned case for Robert Hoover,
Deceased, in the amount of
Attorney Fees due to Pannebaker
and Jones, P. C. as a result of the
above captioned case for Kim M. Hoover,
Deceased, in the amount of
Attorney Fees due to Pannebaker
and Jones, P. C. as a result of the
settlement of the under-insured
motorist claims for Robert and Kim
M. Hoover from Erie Insurance
company in the amount of
- 7 -
$ 37,500.00
..'
~
$ 37,500.00
508.52
h.
$ 93,750.00
1.
$ 93,750.00
j.
$ 25,000.00
.
<'''.-''.'
WHEREFORE, plaintiff and Amy L. Hoover, sole survivor of Robert
and Kim M. Hoover respectfully requests this Honorable Court approve
the settlement as proposed above and distribution as requested
herein.
PANNEBAKER AND JONES, P.C.
By: a~M'. W~
Amy L. Hoover
sole surviving ~
.By,i~~~
Executor of the Estates of
Robert Hoover and Kim M. Hoover
- 8 -
. .
. ,
. ,
~he above petition has been reviewed and is approved en behalt
,
of the O~fendants, Heaver w. Martin nnd Leonard H. Martin as
presented:
ATTORNEYS FOR 'rHE OEFENDANTS:
,
I..,
- ~ -
,o..^.-
:
..
VERIFICATION
I verify that the statements made in this Petition are true and
correct. I understand that false statements herein are made subject
to the penalty of 18 Pa. C.S. 4904, relating to unsworn
falsification to authorities.
,
~MJ.'W~~
Amy L. Hoover
Sole Surviving Heir
VERIFICATION
I verify that. the statements made in this Petition are true and
correct.. I understand tha~ false statements herein are made subject
'.
to the penalty of 18 Pa. C.S. 4904, relating to unsworn
falsification to authorities.
~~~
Executor of the Estates of
Robert and Kim M. Hoover
,SST/dkm HOOVERPET
14244
- 10 -
"
PANNEBAKER AND JONES, P.C.
CONTINGENT FEE CONT~C:""-J OJt.' IlJdMr', r~:/o:eif
w/ ~ 'Till!' .,.r.--
'1 C""MCJ HoOI/.df'l";'(e~r/).f 0 '.,CLIENT(S) d-,!JM1N~v&'1
hereby employ ( s) PANNEBAKER AND JONES, P.C. as attorneys to fl/I?f//v'';{.
negotiate a settlement, institute, conduct, superintend and i/pv~)lr&1('
prosecute to final determination by suit or action, if
a claim arising out of an accident or incident on) the
.'
necessary,
p..
# II day
,,..-
of
, 192.2, against any person, firm or corporation
/>11J'I
1
who. may_.in. the. judgment
of.our attorneys be responsible therefor,
including
LtrOH.<ltff) ;-1 Mpt7 7'/111' .4-.10' ~'71IAdi .Lv /??,/J~'r//I/ !<.ft1 A I"',DCt:,t)/:''''1
. ........ st7't /. Uo "', >,)//rJl Or- /1",.,-:...l'anr' n J(t:'" ;_ U>.1'<.t>f/J.!,\
~~,-,./rl rfJ,
INVESTIGATE
'~e agree that the said attorneys accept said employment on
the condition that they will investigate the claim and, if it
appears to be a justifiable and recoverable claim in their
judgment, they will proceed to handle the same; but if, after
investigation, the claim does not appear t9 be either justifiable
and/or recoverable, then said attorneys shall have the right to
rescind this Agreement and under no circumstances shall our
attorneys have the responsibility to prosecute the claim for any
amount in excess of the uncontested liability insurance coverage
applicable to the claim.
-1-
COSTS AND EXPENSES OF LITIGATION
We understand that we must pay all of the necessary costs and
expenses incident to this case, including costs of investigation,
clerks' fees, court reporters, depositions, stenographers, '.
transcripts, witness fees, appeal fees, notary fees, long
distance telephone calls, travel expenses, photocopy costs and
anY.9t~er costs deemed necessary by our attorneys in order to
properly pursue this claim. We also understand that we are
solely responsible for and shall pay all medical bills, including
hospital, nurses, doctors, medicines, x-rays, special studies,
ambulance and the like. In the event of a recovery, we agree
that all of these costs and the aforesaid expenses of litigation
shall be paid from our share of the recovery. Should suit be
unsuccessful and we recover nothing, we understand that we are
solely responsible for these costs and expenses of litigation and
our attorneys are not personally responsible for any of these
costs and/or expenses.
We understand that we will be billed monthly for the costs
and expenses of litigation which are paid by Pannebaker and
Jones, P.C. on our behalf. We also understand, that payment of
the monthly invoices are due upon receipt. If the payment is not
made in full within thirty (30) calendar days from the date of
-2~
,
receipt, pannebaker and Jones, P.C. will charge us interest at
the rate of 1 1/2\ per month (18\ per annum) on the unpaid
balance, and pannebaker and Jones, P.C. may cease providing
services under this agreement and we hereby consent to Pannebaker
and Jones, P.C. removing any court appearance that may have been
filed for us and withdrawing from representing us in this matter
due to our non-payment of monthly invoices.
"
ATTORNEY FEES
Should our case not result in recovery, eithe~"by~ se~tlement,
trial, re-trial, appeal or otherwise, we unqerstand and agree
that we are to owe our attorneys absolutely nothing for their
time and service.
In the event of a recovery, our attorneys shall be entitled
to the following contingent fee from any recovery made or secured
of : ~(() ~oJl j'
~ 1).5'2 .
(a) Tl.ir~x tR=ee and one- thirJ (33-1/jf)
percent.of.gross amount if settlement is made
~g~~::~::'i~1~ommencedl
Pf'l. ).~ 3 r;b
(b percent of the gross amount
I t~::~~::i~::~;:e~:N:J~e~ :l:~eNJh f4/~
~c.tr evej)f of~~7 \~o ~ A~~C6utt. W ~
It is recognized and acknowledged that we want to reserve the
right to consider a structured settlement of our claim and, in
the event that this claim is settled in whole or in part on a
-3-
.. .
;1'.":;"',,,.
, .
,
structured settlement basis, it is agreed that our attorneys' fee
shall be calculated as previously set forth on t~e basis of the
present value cost of the future payments to us as opposed to the
actual payments themselves. It is also acknowledged and agreed
that if we agree to settle our claim on a structured settlement
basis, that our attorneys will have the option to structure all
or part of their attorneys' fee.
WITHDRAWAL
...
We agree that our attorneys may withdra~ from fhi~ case at
any time after reasonable notice to us, and we agree to keep our
attorneys advised of our whereabouts at all times and to
cooperate at all times in the preparation and trial of this case,
and to appear upon reasonable notice for depositions, court
appearances, hearings and .the like, and to comply with all
reasonable requests made of us in connection with the preparation
and presentation of this ca5e.
CO-OPERATION
All matters of pOlicy, including but not limited to Questions
as to the preparation and presentation of the case, costs,
expended or to be expended, the Question of settling, trying or
-4-
f
"
appealing, or any other such questions as they arise, shall be
determined together by our attorneys and ourselves in a
cooperative effort.
AUTHORITY TO PAY CLAIMS
We further authorize our attorneys to make payment from any
recovery proceeds any outstanding costs, subrogation claims,
medical or other bills and expenses relating to or arising from
said claim or litigation.
'. . .
IN WITNESS WHEREOF, the parties hereto qave se their hands
and seals this
/p day of ~ ' 191J5.
y:'j~/tt14-- (Sf:AL) 1..1
/Ct;~N~~n.1- dl.liZi '1 ~pt'~ ,/-):11<1 r~
(SEAL) c2~Jfi'. C;(/t'XV~~ )( SEAL)
CLIENTV
lVITNESS:
(SEAL)
PANNEBAKER AND JONES, P.C.
BY: (~~
ATT~EY
(SEAL)
ljs(1:31)
BY:
ATTORNEY
(SEAL)
-5-
"EXHIBIT B"
COST ADVANCES MADE ON BEHALF OF
ROBERT AND KIM M. HOOVER, DECEASED
05/19/95
05/31/95
Pa. State police-Accident Reports
Barry Walp, Lancaster County Coroner
Coroners Reports, Autopsies, etc.
05/30/95
Lancaster County prothonotary-
Filing Fee, Writ of Summons
Sheriff of Lancaster-Deposit
sheriff's Service Fee
WGAL-Copies of film of Accident
Report
Airborne-Express mail to Great
Divide Insurance Company
07/13/95 Fine Art Photos-pictures of car
before accident
OS/25/95
07/07/95 JPL-Video productions, Inc. VHS tape
TOTAL COSTS ADVANCED:
:dkm HOOVERCOST
14244
'16.00
275.00
55.50
..
76.70
31.80
15.25
27.67
10.60
$508.52
'.
.:';:.,~,-
.---"- '.--'~-""
,
: '-~I dM S' . 1 T~L..~l.I U
. A LAO. _a. lege, lli"t"
~ Actuaries/Benefits
_ _'. _ ......~ 500 Nationwide Drive
: ==~ :-~ t -.,. P. O. Box 5900
=- -=:::..: ~ J Harrisburg, PA 17110-5900
- (717) 652-5633
Fox (717) 540-9106
July 5, 1995
James B. Pannebaker, Esq.
Pannebaker and Jones, P.C.
4000 Vine Street
Middletown, PA 17057
RE: Robert Hoover
Dear Mr. Pannebaker:
. Conr-.d !.t. Slo.ol. F .s.A. .
Hmy ~t LelslU.lr.. F.s.A.
Brion s. SllM, F.s.A.
Clydo E. Olnlricb, F.s.A.
E:1rll. Mumll1<l1, M.A.A.A.
Rabon 1. Dol"" A.S.A.
David F, Slidlnl, A.S.A.
Raben 1. Mr.W1e, F.s.A.
David It KlIII.1e, F.s.A.
l.ffn:y S. My..., F.s.A.
Tho.... l. Zlmll1<lTlW1. F .s.A.
OleM A.1W.r, F.s.A.
Plyol S. Ooon.~II.,"" A.S.A.
Fr>nk S. Rhodes, F.s.A., A.l=-A.S.
Chorles B. Fri.dland..., A.S.A.
Holly A. Ross, F.s.A. .
Eonlllol A....rf.. (ERISA)
K<vln A. Eri>, A.S.A.
H.~<IlACOlIr'J
-.
You indicated that Robert Hoover was born on September 10, 1951 and that he died on
May 11, 1995. .
As of the date of his death, Robert Hoover was 43.7 years of age. The life expectancy for a
white male age 43.7 is an additional 30.7 years. This implies an expected age at death of 74.4
(43.7 plus 30.7). The life expectancy is based upon a publication of the U.S. Department of
Health and Human Services entitled "U.S. Decennial Life Tables for 1979-81. "
Robert Hoover was employed by Alling & yory. In 1994 he earned $27,571. He did not miss
any days of work during 1994 and 1995 up until his death except for vacation and holidays.
Alling & Cory, his employer, provided information concerning the value of the medical
benefits provided on behalf of Robert Hoover. This value was $2,930 (10.5% of earnings) for
1994. His employer also provided information indicating that Mr. Hoover was covered under
a defined benefit pension plan. I assume that the annual value for this fringe benefit was
4.5% of earnings. This provides a total value of fringe ben.efits of 159'0 of earnings.
In a death case, it is necessary to deduct the cost of maintenance. The cost of maintenance
consistent with the McClinton vs. White decision consists of the necessary and economical
sum which a decedent would be expected to spend, based upon his station in life, for food,
clothing, shelter, medical attention and some recreation. Information published by the U.S.
Department of Labor, Bureau of Labor Statistics indicates that the cost of maintenance
would amount to about 38% of earnings.
The following table shows the total value of the net loss on the basis of the date of previously
described:
Earnings Capacity
Fringe Benefits
Cost of Maintenance
Net Loss
$ 587,262
88,089
-223,160
$ 452,191
.'
, .
~ ConracUvl Siegel, Ine.
James B. Pannebaker
July 6, 1996
Page 2
The figures in the above table are based upon a work life expectancy to age 65,
The calculation of the value of the future amounts does not take into account a discount for
interest in view of the Kaczkowski vs. Bolubasz decision.
."
This is a preliminary report. Please note that this preliminary report does not take into
account any increase in earnings since 1994, any increase in future earnings attributable to
gains in productivity, etc.
With best regards,
HML:bah
Yours sincerely,
H, /1-1. lk; (.~ ,.c:::n,
Harry M. Leister, Jr., F.W .
cOnS~ing Actuary
, .
'.
. ,..
. . '. .4 em... ad M Siegel, ~ . ~~
.' ." ~ Actuaries/Benefits ~ ~ lP u
- -'. - ....;; 500 Nationwide Drive
: =.:~ ':'~ t;. P. O. Box 5900
=- -:::-:.= ~~ H......uburg, PA 17110-5900
. _ (717) 652-5633
Fax (717)540-9106
Conrod M. SIOlol, F.s..... '
H:ury M. Lclsll:r, Ir. F.s.A.
Bri"" S. S..., F.s.....
Clyde E. Oinlrich, F.s.A.
Em L MummeR, M.A.M
Roben I. Dolon, A.S.....
David F. Sdrlinl, A.S.....
Raben I. Mnzlk, F.s.....
David II.lOlIJek, F.s.A.
Io/l'rcy S. My.... F.s.A.
1110_ L 2JmlllClTlWl. F.s.....
Olcnn A.lla(cr. F.s.....
Plyal S. OooncdUekc, A.S.....
FnnIc S. RluxIes. F.s...... A.C:A.S.
Chari.. B. Friedlander, A.S~
HoUy A. Ra...F.s..... '
Em.Ual....Wsrics (ERISA)
Kovln A. Etb, A.S.....
H"hll A"""l'
July 5, 1995
James B, Pannebaker, Esq.
Pannebaker and Jones, P,C.
4000 Vllle Street
Middletown, PA 17057
RE: Kim M. Hoover
Dear Mr. Pannebaker:
-.
You indicated that Kim M. Hoover was born on April 3, 195:! and that she died on May 11,
1995.
As of the date of her death, Kim M. Hoover was 41.1 years of age. The life expectancy for a
white female age 41.1 is an additional 39.1 years. This implies an expected age at death of
80.2 (41.1 plus 39.1). The life expectancy is based upon a publication of the U.S. Department
of Health and Human Services entitled "U.S. Decennial Life Tables for 1979-81. "
Kim M. Hoover was employed by Pennsylvania Blue Shield. In 1994 she earned $37,696. She
did not miss any days of work during 1994 and 1995 up until her death except for vacation.
and personal days.
Pennsylvania Blue Shield, her employer, provided information concerning the value'ofthe
fringe benefits provided on behalf of Kim M. Hoover. This value was $5,190 for 1994.
In a death case, it is necessary to deduct the cost of maintenance. The cost of maintenance
consistent with the McClinton vs. White decision consists' of the necessary and economical
sum which a decedent would be expected to spend, based Upon his station in life, for food,
clothing, shelter, medical attention and some recreation. Information published by the U.S.
Department of Labor, Bureau of Labor Statistics indicates that the cost of maintenance
would amount to about 28% of earnings.
The following table shows the total value of the net loss on the basis of the date of previously
described:
Earnings Capacity
Fringe Benefits
Cost of Maintenance
Net Loss
$ 900,934
124,041
-252.262
$ 7i2,713
. .
~
James B. Panneboker, Esq.
July 6, 1995
Page 2
The figures in the above table are based upon a work life eltpectancy to age 65.
The calculation of the value of the future amounts does not toke into account a discount for
interest in view of the Kaczkowski vs, Bolubasz decision,
..
This is a preliminary report. Please note that this preliminary report does not take into . .
account any increase in earnings since 1994, any increase in future earnings attributable to
gains in productivity, etc.
With best regards,
HML:clf
Yours sincerely, r---..
rl,M'~:~~~/f
Harry M. Leister, Jr., ~:A.
ConsuYi!"g Actuary .
....
. -;
.
IN.1S09lhllt.II'
..
,.
COMMONWfAlfH 0' PENNSYlVANIA
INHeRITANCe: tAX .nURN
RI!SIDI!NT DfCfDfNT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Hoover, Kim M.
FILE NUMBER
1995-00395
Joint t.nantl.l.
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B.
C.
Jolntly-own.d prop.rty.
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET '!bINT. DECEDENT'S INTEREST
TENANT JOINT
1, None
,
TOTAL (Also enler on line 6, Recapitulalion) ~one
(" more spoce is needed insert aclclilionalsheels 01 some size)
.
UVo1510 U. 12"1)
~
SCHEDULE G
TRANSFERS
~
COMMONWfALt" O' '!NNSYlVANIA
INHII1TANC. TAX .nUIN
IUIDIHT DlerDINT
PLEASE PRINr OR TYPE
ESTATE OF
FILE NUMBER
Hoover. Kim M.
1995-00395
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRiPtiON Of PROPERlY TOTAL VALUE DE~D. 8?bltc~~t~V,\
NUMBER 'ndlJd, nom, 0' 'hi 'rani"''','''''' ,.IotlOnlllIP 10 d,c.d,n'. dol. ol',onl"', EXCLUSION Of ASSET INTEREST
None
"
TOTAL IAllo .nl., on IIn. 7. R.capltulallon) 5
'" more 'POCI jlll.,J,d, jn'It' oddifionol.h..,. 01101711 siu.}
None
-........ -- ..._-_.~-..-......_-~..._..
.
auUlllh(7.It,
ESTA E OF
.t~
COMMONWEALTH 0' 'fNN~YlVANIA
IHHfltlTANCf TAX II.I!TURN
IUIDfNf DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploasl Print or Tvpo
MBER
FILE
Hoover. Kim M.
ITEM
NUMBER
A,
1995-00395
DESCRIPTION
AMOUNT
Funeral Expon..s. Neil Funeral Home
5.949.00
1.
B. Admlnlstratlvo Casll.
4.
C.
t.
2.
3.
4.
S.
6.
7.
B.
1.
Richard Hoover. Executor
Perianal Repr.aentative Camml..lans
Social Securlly Number of Perianal Repr..entallve:
Year Commission. paid 1995
9,209.00
2.
Attorney F... Pannebaker and Jones, p, C.
-0-
3.
Family Exempllan
Claimant Amv L. Hoove r
Addre.. of Clalmanl 01 decedent's death
Slreel Addre.. 1017 Hemlock Lane
Clly Eno1a ,
Stole PA Zip Code 17025
Relallon.hlp DauRhter*
3.500.00
Probate Fee, Pannebnker and Jones. P.C. reimburaement for
Cumberland County Register of Wills
Miscellaneous Expense..
Cumberland Law Journal
787.20
40.00
68.84
The Sentina1
Pannebaker and Jones, P,C. reimbursement for fax copies
30.10
TOTAL (AI.a enler on line 9, Recapitulation)
$19.584.14
(If more spacI Is needed, Insert additional sheets of saml slzo.)
11'llBIUhll.",
.'
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMONWU.UH 0' 'tNNIn\IANIA
INHUlTANCllAx .nUIN
IUIOINr OICtolNr
ESTATE OF
Hoover Kim M.
Plio,. P,lnt 0, T .
FILE NUMBER
ITEM
NUMBER
DESCRIPTION
8.
9.
10.
U,
12.
13.
14.
15.
16.
17,
18.
19.
20.
21.
22.
23.
24.
25.
26,
1.
Fine Art Photo
PP & L
Mellon Bank Check Printing
Mellon Bank Check Service Fee-Returned Depoait Fee
Urological Aaaociatea of Lancaater
East Pennsboro Twp. - Sewer and Trash
Banc Boston Mortgage Company
Davis E. Kauffman, title report: Weaver Martin
PP & L'
Pa. American Water Company
Banc Boston Mortgage Company
PP & L
Lancaster Orthopedic Group, Inc,
Surgical Association of Lancnster
Pannebnker and Jones, P.C. reimbursement for copying and faxing
CMI - medical records
2.
3.
4.
5.
6.
7.
.'
Erie Insurance Co. - Auto
Boscov's
Po. American Water Co.
Boll Atlantic
Conrad M. Siegel, Inc.
First Card payoff
Banc Bas ton
Bnnc. Boston
Carom. of Pa,. Po. State Police Phot~ Graphic Lab
Pannebnker and Jones, P.C,-Surviva1 Action Attorney Fees
TOTAL (AI.o .nl., on IIn. 10. R.copltulotlon)
(II more spoce is needed, inser' odditionol shee/s 01 Some size.)
AMOUNT
27.67
23.99
50.86
4.00
100.00
87.75
784.06
50.00
26.93
8.90
784.26
8.72
65.00
210.00
40.50
103.06
399.00
609.47
9.49
22.69
800.00
1,361.74
816.16
784.26
218.84
18,733.05
$26,130.40
,
,
i
~..
-
llY",Ulh 12.(7)
"
,.
COMMONWULlH c. 'tNNn~Y"'N1A
INHIIITANCI 'AX .nUIN
IUlllINfOICIOINf
FILE NUMBER
SCHEDULE J
BENEFICIARIES
ESTATE OF
Hoover, Kim M.
1995-00395
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAM~ AND ADDRESS OF BENEFICIARY
1.
A. Taxabl. Seque'''1
Barbara Richnrde. Trustee for Amy Hoover
(Surviving daughter - see will attached)
clo Pannebaker and Jones. P.C.
4000 Vine Street
Middletown, PA 17057
Daughter
100%
.'
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequells:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI. 0 onlor on line 13. R.capltulollon)
(If more .pace Is n..ded, In..rt addltlonal.h..tl of lame size)
S None
IN RE: ESTATE OF KIM M. HOOVER
DECEASED, LATE OF ENOLA,
CUMBERLAND COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 00395-1995
ORDER
AND NOW, this tot/... day of ~~
, 1995, upon review of
the attached Petition, it is hereby ordered that the proposed
Disclaimer by Richard Hoover, Executor of the Estate of Kim M.
Hoover, in the proceeds of litigation or settlement,thereof
instituted with respect to the accidental death of Robert Hoover
on May 11, 1995, as to which the decedent might otherwise be
entitled as the surviving spouse of Robert Hoover, be approved
so that such proceeds shall be distributed to such persons as
otherwise are entitled thereto as if the decedent had
predeceased Robert Hoover.
.. .
BY THE COURT:
ISI
~ g. Rn:t.U
J.
:dkm HOOVERKORD
14245
A TR'.'!: CC'i'Y FROM R~CORD
In Tosllroolil' \'.'li':;fC"J1, I h'.l;'~lInl\) tet my htmd
end tiu, o.>':ll c~ l"-lld Court at 02.1'11510, PA
l"I(l_~dJ.Y 01 ~f-p. 1e~
Ik.,-L;,.L.-&
Q .1:. O!erll c1 tile Or .h:mll Court
r ~ Cumberland Count'}
"..... ," ,....t ,:! .;i.'\;,. ..'.',:",z. 'j'-':"~ '.~I~.'.: Ii 'f !u::;. ":x, '! . ,~',. :1"'::" .,' ..~.{ ','."" '''' ;~. '~,/";-
Register of Wills of QaW;{lliNn County, Pennsylvania
CUMIIERI.ANIl
r
INVENTORY
Estate 01 Kim M. Hoover
No.
lqq~-001q~
also known as
DalO 01 Death Nav 11. 1995
. Deceased
Social Security No. 207-44-5214
Pellonal Reprolln181ivelll 01 the above Ellalt, deceased, verily thai the item. appearing In lhe follo'r'ling In\lllnlOfV include all
of lhe pl"lonelllllell where....er ,ilullle and all of the reol eslole in the Commonwealth 01 Pennsylvanllll 01 u.d Decedent. thot
the \l8lu8lion placed oppollle each item of said I""oolory repreunt. ii, loi, value 01 Dllhe dole ol1he Decedent', death. and
thai Decedant owned no real.'late oullld. 01 the Commanwulth of Pennlylvonie e.copl1hot which appear. in 8 memorandum
01 the end of thi,lnventory. Itwe \I"ilV that tho ,talemon'. mOdel" IhllllnvontofV are Hue and COllect. 1m, underlland Ihal
fat.. Ilatamentl herein are made lubiecllo the penalllll 01 18 Pa. C.S. Seclion 4904 relaung 10 unlworn lel.ilicotion to
authoritie..
Personal Repfllltnlah"e:
Name 01
Allorney:
James B. Pannebaker
Richard Hoover, Executor
,
1.0. No.: 09667
Add,,,s: PANNEBAKER AND JONES, P. C.
4000 V1ne Street
Mirl'"t'lt-nt..fn, PA '7n57
405 Casso 1 Street. Marvsville. PA 17053
Dated
T.I.phons: 717 944-1333
Oescription
1. United Concordia Paycheck
2. United Concordia Paycheck
3. United Concordia Paycheck
4. US Savings lIonds
5. PPG Industries, Inc. Stock Dividends
6. DOT Co.
Value
574.89
994.22
2,473.65
876.08
315.52
5,255.77
28,970.54
100.00
802.73
457.44
3,300.00
291.00
7. I'a IIlue Shiold Voluntary Investment Plan
8. Blue Shield payment for Urological Assoc. of Lancaster
9. DOT Co. 43973647
10. US Savings Bonds Interest
11. Kelly S. Lippy - '89 Cavalier
12. Refund of Insurance Premium, Eric Ins. Company
13. Pa. Blue Shield reimbursement for Lancaster
Orthopodic & Surgical Assoc. of Lancaster
14. Brickers Auction (personal property)
15. Proceeds of Survival Action by Richard Hoover,
ExelS\WO'2/i AlJ&illO\\SI St\Vi:\,,,tA '~~c:!~~1'Y1H. Hoover
275.00
1,030.00
TOI~{I' 932. 20
$120,61,9. ai,
t;01E: the Memo,~ndUIII 01 rc~l UI3!~ oll!lldl! the (0",,,,ol",,c31111 oll'rl\l\I~l\lnni.1 flU;. al lhe elrClion of the pc'~o";Jlleplt.'ll"lIt;JII"Il. inclul1c
Iha \1111110 ot C;Jch hem, bu' lueh ltUWIlI IIlOll1c111ll1 bl! t.'1',wdl'd inlo Iha tlll.1 01 tI,a 1l\,,~nl(,'1'
ml-B
~~-r
PANNJIIDAJDIIR AND JONJIIl!J, P. C.
FOUIl. mOUMND VINE STIlEET
MIDDLETOWN, PENNSYlV^NI^ 17057-3596
TEll.rtIONt
711~044'1333
TEUCOrlEI\
111-044'4004
mI'" "'.Il!NNINGU./""
DONAlD L./ONES
lAMES II. PANNUAKIR.
September 15, 1995
Mary C. Lewis, Register of wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Kim M. Hoover
File No. 1995-00395
Our File No. 14245
Dear Ms. Lewis:
Enclosed please find an Amended (9/15/95) Inventory and
Inheritance Tax Return with Schedules E, H and I (two copies) to
be filed in the above referenced estate. A check in the amount
of $25.00 is enclosed to cover the supplemental filing fee.
The revisions that have been made on this return result in a
lower inheritance tax due than was calculated on the original
return. We would appreciate receiving a refund of the
difference which has been computed as $3,205.89.
Should you have any questions regarding the foregoing,
please feel free to call our office.
yours,
Jame
pannebaker
:dkm L 09/15/95
Enclosures
ce: Richard Hoover
.
REY.l"OO U+ 17.9')
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15 -35 - I
AKENllllll (9/15/95)
f
'*'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR OATIS O' DEATH A"ER 12/31/91 CHICK HERE
If A SPOUSAL
POVERTY CREDIT IS CLAIMED 0
PILE NUMBER
1995-00395
ffi
Ii!
III
o
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 210001
HARRISlURO. PA 17121.0601
DECEDtN"~ NAMEI1"ST, 'IUI. AND MICDH INIII"'\I
Hoover. Kim M.
$OCIAl neUlnl HUMIII
DAn 0' DEATH
207-44-5214
5/11/95
II' "'''1101111 'UIVIVING 'I'OUU.' HAMlllAU, flUI AND MIODII INmAl1
N/A
rn 1. Orlginol Relurn
VEAR
NUMBER
COUNTV CODE
OICIDlNl" COMPU II ADO.U$
1017 Hemlock Lone
Enolo. PA 17025
(Ollnt Cumberland
"MUUNT UCIlVlD t$U IN51RU(110N$1
4/3/54
o 2. Supplemental Relurn
o 3. Remainder Relur"
(for dotl' of death prior to 12.13.82)
o S. Federal Ellal. Tax Return Required
o ... limited ellolt 0 AD. Fulur. Inlerlll Compromise
(for dOl.. of death aft., 12.12.82)
[iI 6. O.cedenl Di,d Teslal, 0 7. Dec,denl Malnlalned 0 living TruSI
(Allach copy of Will) (Mach copy of Tru"l
ALL'CORRESPONDENCE'ANDCONFIDENTlAL TAX INFORMATION SHOULD BE DIRECTED TO,. .
NAM( COM'UI( MAILING ADDIUS
James 11. Pannebaker. Es uiro PANNEBAKER AND JONES.
futrHON( NUMIU 4000 Vine Street
44-1333
z
o
S
E
~
III
'"
1. Real Eslole (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held SlockJPartnershlp Interesl (Schedule C)
4. Morlgoges and Not.. Reteivable (Schedule OJ
S. Cash, Banle Deposits & Miscellaneous Personal Properly
(Schedule E)
6, Jalnliy Owned Properly (Schedule FI
7. Tran,fe.. (Schedule GI (Schedule L)
8. Total Gran Anets (Iotallln.. 1.7)
9. Funeral Expens.., Admlnlstrotive Costs, Miscellaneous
Expenses (Schedule H)
10. Debts, Mortgage lIobililies, liens (Schedule I)
11. Tolal Deductions (10101 lines 9 & 10)
1:2. Nel Value of Estole (line 8 minus line 11)
13. Chorlloble and Governmental Bequests (Schedule J)
lA. Nel Value Sub eet to To)l, (line 12 minus line 131
15. Spousal Tron,fers (for doles of death after 6.30.94)
See Inltruellons for Applicable Percentage on Reverse
Side. (Include volues from Schedule K or Schedule M.I
16. Amount of LIne lA ta)l,oble ot 6% role
(Include values from Schedule k or Schedule M.)
17. Amount 0' line 14 taxable 01 15% role
(Include values from Schedule K or Schedule M.)
18. Principal lox due (Add lox 'rom lines 15, 16 and 17.1
19. Credill Spoulol Poverty Credit Prior Payments
+ +
:20. If line 191s orealer than line 18, enler the diHerence on line 20. This Is the OVERPAYMENT.
aD
21. If LIne 18 Is greater Ihan line 19, enter the difference on line 21. This Is Ihe TAX DUE.
A. Enter thelnleresl on ,he balance due on line 21A.
B. Enter the total of line 21 and 21 A on line 21 B. This Is Ihe BALANCE DUE.
Male. Check Payable tOI Register 0' Will., Agent
" ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Under penalties of perlury, I declare that I have III a mined this return, Including accompanying schedule, and statemlnts, and 10 ,he bill of my ~nawled9' and beU.f,
Ills frue, cO"lcl and comple'e. 1 declare I at all real..lale has been reportea at true markel value. Declaration of prepar.r olher thon the penonal reprellnlalive Is
based Informallon of wh h pr p It has any knowledge. Richard Hoover. Executor
SIGN1U..,;U(N"l~'~~S ('all GUTUU' ADDRUS 405 Cassel Street OAH1,/r:1-'f'
vv. .~ c. PA 170~3 V~
51 AT It( 0"11 ARU 0 ""I AOolIUS J 11 P b k E i DAne)
ames . none a cr, squ rc /). J
EBAK~R ^ND lnN~~. p r.
4000 Vine Street. Midd1otown, PA 17057
z
o
E
=>
...
'"
o
u
S
_ 8. Total Number 0' Safe D.posil Boxes
., " ':,;,.. I tf\ l ''::~'f '_'0
P.C.
(11119.000.00
(21 20,808.00
(3) -0-
(41 -0-
(51120,649.04
(61
( 71
(81260,457.04
(9)
(101
20,188.85
78.957.19
(111 99.146.04
(121 161.311.00
(13)
(141
(151
(16)161.311.00
(171
X._II
x .06..
9.678.66
)( .15 II
(181
Discounl
Inler,,'
(191
120)
Check hero if you oro ,equesling 0 refund of your ovorpaymont.
9.678.66
(21)
(21.0.)
(2181
Act #48 of 1994 provide. for the reduction of the tax rate.lmpo.ed on the net value of transfer. to or for
the u.e of the .pou.e. The rate. o. pre.crlbed by the .tatute will bel
e 3% (.03) will be applicable for e.tate. of decedent. dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for e.tate. of decedents dying on or after 1/1/96 and before 111/97
e 1% (.01) will be applicable for e.tate. of decedent. dying on or after 111197 and before 111/98
e Spou.al transfer. occurring on or after 111198 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.--) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a tronsfer and:
x
a. reloln Ihe use or Income of Ihe property Ironsferred, .......................................................
b. retain the right 10 designate who sholl use the property transferred or Its Income, ...............
x
x
c. reloln 0 reversionary Interest; or ...................................................................................
x
d. receive the promise for life of either payments, benefits or carei .......................................
2. If deolh occurred on or before December 12, 1982, did decedent within Iwo yeors preceding
deolh transfer property without receiving odequote conslderotloni II deoth occurred ofter
December 12, 1982, did decedenl Iransfer property within one year of deolh wlthoul receiving
adequate consideration'. to.. .................... ..... .......................... ................ .... ........... ............
x
x
3. Old decedenl own an 'In trust for'. bank account ot his or her deolhi......................................
x
Ch
'__'.1
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST,COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.'-
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"I
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llJiJ.::
cc
I..
~:F\
:;~ ;;
ou
'l~l'o.lll. 12.'71
ESTATE OF
Please Print or l' e
FILE NUMBER
1995-00395
.~~':1n
,..~
COMMONWfALTH or 'ENNlYWANIA
INHlllTANel TAX anuaN
IUIDINT DlelDINT
AMENDED (9/15/95)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Hoover. Kim M.
(All property lalntly.owntd with tht Right of Survlvonhlp mu.t be dl.clo..d an Schtdule f)
ITEM
NUMBER
1.
2.
3.
10.
DESCRIPTION
United Concordia Paycheck
United Concordia Paycheck
United Concordia Paycheck
4.
US Savings Bonds (See attached)
5.
PPG Industries, Inc. stock dividends
6.
DDT Co.
'.. ~
7.
8.
Par Blue Shield voluntary investment plan
Blue Shield payment for Utological Assoc. of Lancaster
9.
DDT Co. 43973647
US Savings Bonds
11.
Kelly S. Lippy-'89 Cavalier
12.
Refund of Insurance Premium. Erie Insurance Company
13.
Par Blue Shield reimbursement for Lancaster Orthopedic
and Surgical Association of Lancaster
14.
15.
Brickers Auction (personal property)
Proceeds of Survival Action by Richard Hoover, Executor of
the Estate of Kim N. Hoover
RICHARD HOOVER,
Executor of the estate of
Robert Hoover. Deceased and
the Estate of Kim N. Hoover.
Deceased
Plaintiff
COURT OF COMMON PLEAS OF
CUNllERLAND COUNTY, PENNSYLV IA
CIVIL ACTION - LAW
No. 95-4605
v.
WEAVER W. MARTIN and
LEONARD H. MARTIN
Defendants
(See attached Court Settlemont)
TOTAL Also ontor on \Ine S, Reeo
(Allo(h addillonal BY," x 11H .h.tll If mate .pote It needed,)
VALUE AT
DATE OF DE!loTH
574.89
994.22
2.473.65
876.08
315.52
5.255.77
28.970.54
100.00
802.73
457.44
3.300.00
291. 00
275.00
1,030.00
74,932.20
SI20,649.04
Hoover. Kim M.
ITEM
NUMBER
A.
.l.",lJII fll.I7""
.
1.
.
~I
(OMMONWI!AUH 0' Pt:NNSYLVANIA
INHUITANCI! TAX UTU.N
Rt:SIDI!NT DECID!N'
AMENDED (9/15/95)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Prlnl or T .
F EMBER
1995-00395
DESCRIPTION
AMOUNT
Fun.ral Exp.n'.'l Neil Funeral Home
5.949.00
B. Adm!n1.lrallv. Co.lI.
2.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Richard Hoover, Executor
Personal Repre.entallve Comml..lon. 192 - 30
Social Security Number of Pellonal Repre.entatlve: .'
Vear Comml..lon. paid 1995
9.813.71
.0437
Attorney Fe.. Pannebaker and Jonea, P.C.
-0-
3.
Family Exemption
Claimant Amv L. Hoover Relatlon.hlp DauRhter'"
Addre.. of Cloimonl 01 decedent'. death
Slreel Addre.. 1017 Hemlock Lane
3.500.00
City
Enola.
Slale PA Zip Code 17025
Probate Fee. Pannebaker and Jones. P.C. reimbursement for
Cumberland County Register of Wills
MI.e.llaneou. Expen....
Cumberland Law Journal
787.20
40.00
The Sentinal
68.84
Pannebaker and Jones. P.C. reimbursement for fax copies
30.10
TOTAL (AI.o enler on line 9, Reeapltulotlan)
(If mar. .pae. I. n..d.d, In..rt addlllonal .h..I. of lam. Ilze.)
520 188.85
IIV-II,n/'.I,..1t
'*
AMENDED (9/15/95)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMOHWIALlH O' 'INN",..,.NI"
IHMUIIANCI tAl "IUIN
InlDINIDICIDINI
PI.a.. Print or T .
FILE NUMBER
ESTATE OF
Hoover Kim M
ITEM
NUMBER
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
DESCRIPTION
1.
Fine Art Photo
PP & L
Mellon lIank Check Printing
Mellon Bank Check Service Foe-Returned Doposit Foe
Urological Associates of Lancaster
East Pennsboro Twp. - Sewer and Trash
Banc Boston Mortgage Company
Davis E. Kauffman, title report: Weaver Martin
PP & L
2.
3.
Pa. American Water Company
Banc Boston Mortgage Company
PP & L
Lancaster Orthopedic Group. Inc.
Surgical Association of Lancaster
Pannebaker and Jones. P.C. reimbursement for copying and faxing
CMI - medical records
Erie Insurance Co. - Auto
Boscovts
Po. American Water Co.
lIe11 Atlantic
Conrad M. Siegel. Inc.
First Card payoff
Banc liDS ton
lIanc Boston
Corom. of Po.. Pa. State Police Phot~ Graphic Lab
Pannebaker and Jones, P.C.-Surviva1 Action Attorney Fees
lIancBoston Mortgage Corporation - principal balance due on
Real Estate at 1017 Hemlock Lane, Eno1a. PA 17025
TOTAL (,1,110 enler on line 10. Recapitulation)
{II more Ipoce is needed, insert oddilionol shoels 0' lome lin.}
AMOUNT
27.67
23.99
50.86
4.00
100.00
87.75
784.06
50.00
26.93
8.90
784.26
8.72
65.00
210.00
40.50
103.06
399.00
609.47
9.49
22.69
800.00
1.361.74
816.16
784.26
218.84
18.733.05
52,826.79
$78,957.19
,
,
Register of Wills of Dauphin County, Pennsylvania
AKENIlEll (9/15/95)
INVENTORY
ESl3te of Hoovor. Kim N.
No.
1995-00395
Date of Death Mnv 11. 1995
also known as
. Deceased
Social Security No. 207-44-5214
Potlonol Rapronntalivetsl oltha above Estote. deceased. vorily Ihol tho itoms appooling in tho following invontory includo 011
01 tho porlonal aue1l1 who rever ,ituato and 011 o' tho reol asUl10 in tho Commonwealth of Pannsylvonul 01 SOld Dacodent, thul
Ihe valulItion placod opposite oach itom 01 laid Inventory roptllSontlltll fair vuluo os 01 tho do to 01 lho Decodent', doath. and
lhol Decedent owned no fool 011010 outside 01 tho Commonwoolth of Ponnsylvanla allcoptlhot which appears in 0 momorandum
01 the end of thlalnvontorv. l(Wa varlty thot tha Ilolomonts mado in this Invontory 010 Hue and correct. IfWo under8tnnd lhot
lolsa ,Ialamanl. horoln ora modo lubiacl to lho penollin 01 1 B Pa. C.S. Seclion 4904 rolotinu 10 un. worn tul.iticolion 10
authorilies.
Porsonnl RflproaenWIIVO:
Nome of
Anornev:
James 11. Pannebaker
Richord Hoovor
405 Cassel Street. Narysville. PA 17053
1.0. No.: 09667
PANNEBAKER & JONES. P.C.
4UUU Vine Street
Middletown. PA 170~7
Telephone: (717) 944-1333
OlUed
Addrass:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Doscription
United Concordia Paycheck
United Concordia Paycheck
United Concordia Paycheck
US Savings Bonds
PPG Industries. Inc. Stock Dividends
DOT Co.
Po. IIlue Shield Voluntary Investment PIon
IIlue Shiold paymont for Urological Assoc. of Loncastor
DOT Co. 43973647
US Savings Bonds
Kelly S. Lippy - '89 Covalier
Refund of Insurance Premium. Erie Ins. Compony
Pa. Blue Shield reimbursement for Lancaster
Orthopedic & Surgical Assoc. of Lancaster
IIrickers Auction (personal property)
Proceeds of Survival Action by Richard Hoover,
Exocutor of the Eetate of Kim M. Hoover
PPG Industries. Inc. (544 Shares Common Stock
@ 38.25/shnre)
Roal Estate at 1017 Uemlock Lone. Enola, PA.
(Appraieod value $119.000.00 less principal due on
Mortgage $52,826.79)
14.
15.
16.
17.
IAttach Additional Sheets if necessarvl
VDlue
574.89
994.22
2.473.65
876.08
315.52
5.255.77
28,970.54
100.00
802.73
457.44
3,300.00
291. 00
275.00
1,030.00
74.932.20
20.808;00
66.173.21
TotDI:
$207.630.25
NOTE: Tho Mllmofllldllln OIICDI ellatu Quaido the COlnlnollw"Dllh oll'llll11sylvtllllall1.1Y. .llhe electlOll of UlU pllllollallllp'lIIenllltive, includll
Ihe value 01 each ite"'. bul IUcI; Ilgure. should 1101 bft ekrlllldud into tho total of lhll Invento'V
RW-B
J
15. :b'.- /
tV
REV.1S41 EX AFP 112.9S*,
Cr""nNWEtlT" OF PENNSVLVANIA
O[PANrHENf OF REVENUE
IUAUU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISIURO, PI 1112'~0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 01.02-96
FILE NO.
05-11-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
JAMES B PANNEBAKER ESQ
PANNEBAKER & JONES
4000 VINE ST
MIDDLETOWN PA 17057
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
.1Iount R..Ht.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifEv:is4'j.Eif-iiFp.-1Ti:9sY"iliii"icE"oj:."iNHEiiifANci!.TAinippjiiiisEifEil'r-;-ALLOWANCi!.OJi....---...-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KIM M FILE NO. 21 95-0395 ACN 101 DATE
TAX RETURN WAS' C J ACCEPTED AS FILED ( Xl CHANGED SEE ATTACHED
ESTATE OF HOOVER
01-02-96
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. R.d E.t.to (Sch.dub AJ IlJ 119.000.00
2. Stock. and Bond. (Sch.dul. BJ C21 20.808.00
3. Clos.ly Hald stock/Partnership Int.r.at (Schedule C) (3) . DO
4. Harig.g../Hot.. Receivable (Schedula DJ (4) ,DO
5. C..h/Bank DapoaUa'Hhc. p.,.son.1 Property eSchedul. E) (5) 120 1649.04
6. Jointly Own~ Prop.rty (Sch.dul. FJ 16J .00
7. Transfers (Schedul. C) (7) .00
a. Tot.l A...to (al _ 260.457.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 20,188.85
,. Fun.,.al Expan.../Ad.. Co. ./Hlao. Expans.. (Schedule H) (9'
10. O.blo/Hartg.g. U.bllitl../U.n. (Sch.dule II (lOJ 78.957.19
11. Tot.l Deduotions (1) qq. 14~ 04
12. N.t V.lu. of T.. R.turn (12J 161,311.00
15. Charitable/Govern.antal a.quad. (Schedula J) (13).00
lit. N.t V.lu. of Eltato Subj.ot to TI. (14J 161,311.00
NOTEs If an aasessment wae issued previOUSlY. lines 14. 15 and/or 16. 11 and 18 will
reflect figures that include the total of ~ returns assassed tD data.
ASSESSHENT OF TAXI
15. A.aunt of Lina 14 at Spous.l rat. US)
16. A.aunt of Lina 14 tawable at Lina.I/CI... A rat. (16)
17. A.aunt of Llna 14 taxabla at Collat.raI/CI... Brat. (17)
18. Prinolpal TaM Due
TAX CREDITS:
PAYHENT
DATE
09-14-95
.00
161.311.00
.00
X .00.
X .06.
X .15.
l1el
.00
9,678.66
.00
9,678.66
RECEIPT
HUHBER
AA082134
DISCOUHT
INTEREST
l+l
(-J
.00
AHOUHT PAID
12,884.55
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
12,884.55
3,205.89CR
.00
3,205.89CR
. IF PAID AFTER DATE INDICATEO, SEE REVERSE
FOR CALCULATIDN OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
RESERVATIONI E.t.t.. of d.c~ent. dying on or ~far. D.c.-ber 12, 19a2 ~- If eny future lnt.r..t In t~ ..t.t. I. tren.f.rr.d
In po.....lon or enJoyeent to CI... I (call.t.r.l) beneflcl.rl.. of the d.cedent .ft.r t~ ..plr.tlon of eny ..tst. far
Ilf. or for v..r., thl C~.lth her.by 'MPr...ly r...rv.. the right to sppr.I.. and ...... tran.f.r Inherltanc. TaM"
.t the I~ful CI... I (call.t.r.l) r.t. an eny such future Int.r..t.
PURPOSE OF
HOTletl To 'ulfUl the requlr..~t. of Section 21"D a' the Inhlrlt;lf1c, end Estill T.. Act, Act 22 of 1991. 7Z P.I.
S.ctlon 21..D.
PAYHENTI
OltllCh the tap portion of thh Notlc. end .tbllt Nlth your pav.~t to thl RlVht.r of WUh printed on thl rev.rI. aide.
--H.kI check or .ontIy ordar p.vabl. tal REGISTER OF MILLS, AGENT
AU p.y...,t. rec.lv~ IhIll flr.t b. 1IPP1l~ to ....y Int.n.t which -v tMI dI.MI Nlth ."y re..lncl.r 1PP1l1d to thI ta..
REFUND (CA)I A refund of . tax cr.dlt, which .... not requlltld on th. T.x A.turn, a.y bl r.qu..t.d by cOllPIIUng an "lpplluUon
for Aafund of Penn.ylvlnle Inhlrltsnc. and E.tete T..- (REV-ISIS). Appllc.tlon. .rl .v.llebl. .t thl OfficI
of thl A.,I.t.r of Will., InV of thl rs A.venus Dl.trlct Dfflc." or by calling the .p.cl.l r"-hour
In....rlna .arvlc. nusblr. for 'or.. ord.rlngl tn Penn,vlvanl. 1.100-S62.2050, out.ld. P.nn.ylvlnl. and
.Ithln locel Mlrrl.burg .r.. (717) 717.aO''', TOOl (717) 772-2252 (HI.rlng I.,alr.d Only).
OIJECTlONSI Any p.rtv In Intlr..t not .athfl.d with th. IIfIPrll...~t, .1laNIII'ICI or dl..llowanc. of dlductlon., or ......HRt
of te. (Including dl.count or Int.r..t) .. shown on thl. Notlc. .u.t obJ.ct Nlthln .I.ty (60) d.y. of rec.lpt of
thl. Hotle. bVI
--Nrlttln protist to thl PA DIp.rt.ent of A.v...., ~o.rd of App..h, D.pt. !IU21, H.,.rhbUrg, PA 17UI-I021, OR
--.I.ctlon to h.v. thl .,u.,. d.t.,.llned .t IUdIt of thl ICCOl.W1t of the p.,..DnIII repr....,t.tlv., OR
-.app..1 to the Orphan.' Court.
ADMIN
ISlAATlVE
CORAECTIONSI
tNTERESTI
F.ctu.1 .rror. dl.cov.r.d an thl, ........nt .hould b. .ddr....d In Nrltlng tal PA Dep.rtl,"t of A.venue,
Bur.au of tndlvldu.1 T.ns, ATTNI Post A......~t A.vl'N Unit, n.pt. 280601, f!lrrhbura, PA 17UI-0601
Phon. (717J 117-6505. S.. P.... S of the bookl.t -Instruction. 'or InhsrltBnCI T.. A.turn far. A..ldlnt
Dlc.dlnt" (REY-1S01) 'or en ..plsn.tlon of .dllnl.tr.tlv.lv corr.atabl. .rrars.
If sny t.. due I. p.ld Nlthln thr.. (S) c.lendlr eonthl .,tlr th. d.c.dent". dt.th, . flv. p.rclnt (5X) dl.count of
thl t.x paid 1. .1IOM.d.
Int.r..t I. ch.rg.d b.glnnlng Nlth flr.t d.y of d.llnquInCY, or nln. (,) eonths ~ one (1) day 'r08 thl date of
d..th, to the d.t. 0' p.y.~t. T.... which bee... d.lInquent blforl J......,.y 1. 1912 b..r lnt.r..t .t thl nt. of
sl. (6X) p.rclnt p.r tnnUI c.lculat~ at . d.lly rat. of .000164. All t.x.. which b.c... d.llnquent on tnd .ft.r
JlI'IU8ry I, 1912 NI11 b..,. Intlr..t .t . nt. Nhlch NIlI vary fr08 c.l.ndar v..,. to c.l.ndar y..r with that nt.
snnounc:td by ttM PA Dep.rt.~t of A.vlll"lUll. ThI sppllclbl. Inhr..t rat.. for 191% through 1996 .,..1
DISCOUHTI
!!!! tnt.r..t A.t. Dally Int.,.lIt Factor !!!!' Int.r..t R.t. D.lly Int.r..t Factor
1912 "X .0110541 1981 OX . DOorn
l'lS lOX .DOOOI 1'81-1991 ItX .GOOSDl
191.. ItX .aDDSDl 1992 OX .ooorU
1915 ISX .OOOSS6 199J-I994 7X .ODOl'Z
1916 lOX .1I00Z" 1995-1996 OX .000Z47
.-tnt.,...t I. c.lcul.tld .s follaw.1
INTEREST . BALANCE OF TAX UNPAID X NunDER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any HollcI Issued .ft.,. thl ,.. bee... d.U".,."t ..111 rlUact en Int.,...t c.lcul.Uon to ,1ft.", CIS) day.
b.vand th. d.lI of th. ........nt. If P'yNnt Is .~. .'hr the Inhr.at COlPUt.Uon d.t. shown on the
Hollc., ItddltlDf'llI tnt.,...t .u.t b. c.lcul.t.d.
u......lOUI..1tI
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
. BUREAU 0' INDIVIDUAL TAXIS
DEPT. 280601
HARRIS8URG. PA 17128.0601
DECEDENT'S NAME
FilE NUMBER
r.
ACN
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
mCOlllblnod..roturnll SUbQl tted.. to date ...
.- .". ~ "H_,"" ~. _.__. . ._._..__~__v_~_.~ . ._.. .. ___.___.~~~ ,_.".~_
.._~ - ".. -~'-".'-"'---'."'" ."." ._----~_."-~._. '-'~....~ - -~~_...~- ~-_.._--_. ..,
... ~___~'~_'._"'____~_M"____'O>""_ "._.~__.~.~__.M..~ ..~...~+..__ _ __..
"_'_'__'4_".~'_"_"~___'M __.__~., _~_,---"'~._._..__...~ _'_._' ~____..."_..__ _.. .. "_~~_'_ ..'~.~ .,..~~.~ .~. ~.~..._~"~.~_.___~__..~_.-.,_._.~.__..~ __ .___, __ _.,~.,,___~_.._~
-.. .~._......,.. ...~-_.- -_ -._.__. "'_'~".".>" ....._.__..__._...~._M____ ~__~._"
.-,.-, ---,..,- - -...._,_....,_.__._._4.__.___~___,~._~__.._ _"'___""~"_<h
_.-.. ~__~ ,0__.'._... __......._,._.~ '__ _ _'U_'_" ..... _ ._~.. _ ,._.~_.. ..,...." ....__.
_.._--.._.._~----- ~.- _.. M'~"'_"."m_'_' ._.__~~_.,. .~._..._ ._.. .. ,_ _,_, _,~,,_'.__"_'._. _~."~______ ............ '_T ~._,,_~~_.__. ...__> _~_.~_....__~__~__._ _.__..
--_.___-._. _'._.L "..___~_. ___, ..c.. ,,>_ __ .... _._~m___ __ _ ___ .,,*"
. .- . __U._~ . _.~ ..____.____.._.._..,..._.__..,..__.._...~. ',~..'_ .._..h_..,C__."_~._._,,._
TAX EXAMINER:
Dcbornh Ilnsh Ington
PAGE __
-".." ~..~,j.".."
,#.
IIf\'\15oo EX. (7.9.&)
w
....
..:5'"
u"'''
wo.U
:"'9
u B:m
:c
/6 -~s. I
SUl'l'LENENTAL
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
c... I
FOR DATES OF DEATH AmR 12/31191 CHECK HER!
If A SPOUSAL
POVERTY CREDIT IS CLAIMED 0
FiLl NUMBER
21-95-0395
is
fil
u
w
'"
~
COMMONWEALTH O' PENNSYlVANIA
DEPARtMENT O' REVENUE
DEPT. 210601
11,\1I1I15IUIIO,'/I. 111211.0601
DIClCENT', NAM! (LA:!.'. 'IU . AND MIDDLE INITIAll
Hoovur, Kim H.
IOClA\ SfCU_ITY NUMIU
1017 Hemlock Lone
Enola, l'A 17025
CouIlly Cumber land
AMOUNT RECEIVED I5fE INlTRUCTlOHSI
COUNTY COOE 00395 YEAR 1995
D1CEDtNT'1 COM'ltTf ADORUS
NUMBER
DAn Of DEATH
207-44-5214
5/11/95
4/3/54
II' ."\101111 IUIY'YlhO IPOuU'1 H.'" (1..'''. '11" A'tO IIuQOIIIHIII"'11
o 1. Original Rolurn
EB\ 2. Supple menial Return
03.
05.
Remainder Return
(for dalo. 01 doa.h.prlo, 10 12.13.82)
Federal Eslate Tax Return Required
Tolol Number of Safe D.p~slt Boxes
""....
wi5
cc'"
"'z
"''''
Uo.
o A. lImlled Ellal. 0 40. Future Int. rest Compromise
(for dalo. of doa,h aho, 12.12.821
o 6. Oecedent Died T.slal. 0 7. Decedent Mainlalned a living Trust
IAllach copy of Will) (Anoch copy 01 Trull)
ALL'CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED.TOI~~.'~l.I.ii..'7.iUr.M!r.ti'!-liw(.W7.i"lt
NAME COMPU.1E MAllINO ADDIUU
James 11. l'annebaker. Esquire l'annebaker and Jones, P.C.
4000 Vine Street
Hiddletown PA 17057
_8.
944-1333
- 10.000.00
28,808.00
%
'"
3
=
....
0:
"'
u
w
cc
1. Roal E.,o'o (Schodul. A) (I )
2. Slock. and 80nd. (Sch.dulo 8) (2)
3. Clo.oly Hold Slack/Porfno"hlp In'o,o.' (Schodulo C) I 3 )
~. Marlgages and NOI" Receivable (Schedule 01 ( 4 )
5. Cash, Bank Depolill & Mllcelloneous Penonal Property (5)
(Schodulo EI
6. Jointly Owned Properly (Schedule f)
7. Tran.f... ISchodul. G)ISchodulo L)
8. TOlol Gran Auetl (Iotallinl" 1.71
9. Funeral E)(pen..s, Adminillrative COSII, Miscelloneous
bpenses ISchedule H)
10. Debls, Morlgage liobilili.., liei'll (Schedule I)
11. Tolal Deductions (tolallines 9 & 101
12. Nel Volue of Eslal. (line 8 minus line 111
13. Charitable and Governmental BequolII (Schedule JI
1~. Nel Value Sub ectlo Ta)( (line 12 minus Une 13)
15. Spousol Tronlfen I'or dalll of dealh after 6.30.94)
See Inslruclians for Ar.pllcable Percentage on Revene (15)
Side. (Include volu.. ram Schedule K or Schedule M.)
16. Amaunl of Uno 14 la)(able 01 6% role
(Include values from Schedule K or Schedulo M.)
17. Amaunl of Une 1A la)(able at 15% role
(Include values From Schedule K or Schedule M,I
18. Principal 10)( due (Add 10)( From lines 15, 16 and 17.)
19. Credits Spaulal Poverty Credit Prior Paymenls
+ 12.884.55 +
20. If line 191s grooler Ihan LIne 18, enler Ihe difference on line 20. This Is Ihe OVERPAYMENT.
Ii!
21. IF Une 181s grooler Ihan Une 19, enlor Ihe difference on Une 21. This Is the TAX DUE.
A. Enler Ihe Inler"t on the balance due on line 21 A,
8. Enlllr Ihe 10101 of line 21 and 21A on Une 21B. This Is Ih. BALANCE DUE.
Mak. Check Payable tal Register of Wills, Ag.nt
(21)
121A)
121B)
(6)
171
(B)
10 RnR 00
(9)
(101
8,995.00
8.995.00
(111
(12)
(131
(14)
Rll nn
0.00
Rll on
)(._a
(161
1,8lJ.OO
)( ,06 a
108.78
(171
)( .15 ::
z
'"
;::
"'
....
=>
0.
'"
'"
u
S
(IB)
10R.78
Discaunl
Inlerell
(191
120)
~ Chock here if you arc requosting a refund of ydur overpaymont.
" >- >- BE SURE TO AN5WER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< "
Under penahies of perjury. I dedarethat I hove e)(amined this relurn, Including accompanying scheduleu and slalements, and 10 the bill of my ~nawledge and belief,
11 Is true, correct and camplele. I declare thai all real aslole has be,!, raporlac ollrue market value, Declaration 01 proparer olher Ihon Ihe pellonol reprllenlotive it
based on nformalion of which prepo r s any ~nowledge. Kicllard Hoover t Executor
51GNAT R Of' IUONll ONStllff ,al vII URN AOORUS 405 Cassel Street DAlf
t:<,~ Har Aville PA
AUOAE5~ James P. Panncbakcr t Esqur Ic
,
~,
.
.
, I, ~'^,: ~ . . . ..
""l
.- ,-,-
.
'~,'.' ~l~~ '>' '~$~~:\,:" ., ~~i 6~~1~ ,~' ~,i'{~;f~~!1;' '.'
:.' " ,.:,;""., <;'.'.:i;. :;'.', :.,.:..' ..:;n..')'; :,,:.'"
.' . :'.<:': ,.....e.. . :L'C,',.,::; ,'.; .;'> 'c:' J. .;">,, '>,' ".'.
, ' ,.:e: ,". i';,"", " . :: ":, ',.> ,:>,;~.':"'." ,'. '",.,,' ;:""'" .::' <,....:'
'."'~ '>,". ,::"F".'.', c '..>i';~>:C """.,":.;Y:
".' . ' . ,.',: ...,;.:~"; ".<,': ',:.,.":.;,.: ,":' ':,', '.' .
.;:~', .,:':; i::,: ':".' :>;:):~ :.;,~,;, /"",::> ,..... ':::': ';.,: ':" ' ;
. .. ;~~tl:!.::'.:'/', ,.,:.,.',' "
, ;;'::': L ',.~;; ~ ,5 ;_ ,. ." !'.~/ :L,,"I>:
" 'i\,11r:' '''i ~,:, ,'; , " ",;:'" , "\'0. '. ",,; ,
" '. :, " , :: :.: .'; ':.: ''', ..,,',:..',::i;"," ".' i,'" ;":;. ..,'
~/j~; ,/~:;,::' .'/~~>~: ~':"~".. ;'/"'(,:J.~;::/,:::',
".' "".:~~""::",., :<.'" ,/ ;;::"C ':-i";',:'.:.> :.;:,,;:',. "':, ",'"
,'~ ",.~"/ :',':,,' . .:, ..'::." ,.' i
',' '. ":, . , , '0, "p . ,: " ,'; ;~_i>::':<:o:'~/",> .
,
d. :;~,~":.' ~,< .";
"',,,) "
-" .'-'."'
-- -! -.'.
'. '-"'">_"1:-
"".
'oj' -
1. -,-'
q;. : -
r'" . RfY.I~02 EX + 112.151
.
COMMONWfAlTH 0' 'fNN~nYANt4
INHUnANCf 'AX RUURH
REiIDEN' ~fCfDfN' ::-:=-::'::--'"7.;;;,;:
ESTATE OF
SUI'PLF.MENTAL
SCHEDULE A
REAL ESTATE
.- .._---,._----_._---_..__._-----~---_... .~
---------- - ~-._--_._---------".- -..--..-.-- - .--~.
~Fitf'NUMBER
HOOVER, Kim M. ____ 1<195:00395_
(Prop.rty '.Intly..wn.d with Rlght.f Su..I....hlp mu.1 b. dlscl...d .n Sch.dul. Fl All ...I..I.t. .h.uld b. r.p..t.d .t 1.1. ma.k., valu.
which Is d.lln.d .. tho p.lc. at which p..p.rty w.uld b. ...h.ng.d b.lwun a willing buy.r and a willing ..11.., n.llh.. b.lng camp.lI.d
fa bu or 1.11, bath havinG ,.alonabl. ~n~~~~!~~!t!_~..tt~!.!.I.vl!."_t ractl.
ITEM
NUMBER
I.
DESCRIPTION
VALUE AT DATE
OF DEATH
Reel Estate Proporty, situate
1017 Hemlock Lane, Enola, PA
initially reported and valued
atl
17025
property as
$ 119,000.00
109,000.00
Actual Sale Agreement -
Property Value Change
;..!..!2~99g~g2
$10.000.00
TOTAL Ab. .nl., .n IIn. I, R.,. lIulollon
(If mar. spac. ;s n..d.d, ins.rt addi'ianal.he.,s a( some size.)
s
_..._~_._._.....
_";::':;..:~..L'Y" ".-.- --~ -"It
'-....~'~~.,;;4'~~..:......;~~~_,-.~~
f ,r--
\
,..-
. .
r.'~f?.;....o:;. I"
,
i:l
-......-... ..--.._--........._~.
._...._u._. _._...._... ._._
...
6oUI13
iJ
v
(..,
l..:
....""T --I",
.,.......".
01""'"
v
,.J
',..1
'.,
'..,1
.J
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AGlmEl\mNT FOil TilE SAI.E ANn l'lInC:IIMm CW IlI':,\!. ESTA'n:
'i'hls (otlli 1I~r.llrnll1\'llllcu 31111 UI'I\rU\ll:d (url IIlIllIul ICShl~tl:lt cnl
lI~e by m~"'btrs 1)( Ihe (1rC'3Icf JlM,hllurg ^"\Udlllltlll IIr IUil\I,lOIt:-i"
","NT "'''RI.'.RI' _.- ., [-SUI1 AnENT FOR SIH.I.I'II--- --.-- M1lJNT l'OIl IIIJ\'H1l .---....
:Inc..v. (";I~U ~11F. JJ ..j}lltl! ~.~il(/:.. 6f11'(J hr.,.,~j<ml()f!.
---1',\. LICENSEI) 1l1l0KEIl. - 1',\. J.ICENS1J8 111101\1111 h. "-1'1\. I.ICl!NSlil.l IlIIOKJ!lI--
Thl' "81"""'" lila". thl< ._";?,/.i~____.....u_. ,'ay "f .. ,t [((i/I/.6/:.'I:... , _'_' ___...._. ...:____, 19_Y'~:...
I. l'IIINCll'^I.~ IIt"",,,,---I:kr...'U.6N. 1.~'>/l1-16~-, ., .. .._..,..__.._ ..u.....___,..._._... ....__.__,_,.
~;;,'~;::~~,::' e-';ii;;jSelle!l!!'d -~tQIVJ.:-:,.m'~ ':b7()l6^~1..:YSr;;;"-~::"~/~;~:~:::A... .":~,;~;".~~..:-_~~~-::'~~~
(,,",11118 al .~'l-(:,,__.d!r:I_'::'-fO.It; '11'4,. .._._:s.a;')llfJ\~)({f)iE.:.~tf._._L:1w'6'_..__n_._..)
herelnolle, called IIIIY". ,
2. I'ROI'F.RTV: Seller hereby IIgree. 10 \ell illI,j convey '0 Illlyer. "ho herehy agre" III 11I1l~1Jl!'e: ALl. TIl^'I~r:I!IIT^IN.J hili ur I'I...
of "~rz,'PY'~'.~'~'~nR< nnd i'"nrovemellu 'h'.':'r:'~.e~~~'_~'~..~~''',,~:~~.~~.:~~ ~~~/.1.-..(f~/J~-!!..~~~,~~-n:..==-.
J. ZONING, Zunlns 1:'""I(lcn,lon _,. . ___ .__.. _ .__....___.____
Failure of Ihl, "greement '0 conlnln Ihe lllnlns cl."llIe'llun "c,,"ln co... ..here Ih'III"lleIlY (or each p"cellhu,eof, Ir,nhdlvhlabr'l
I, zone,l ,olely 1lI prlm"lIy to po,rnll.I"Blc.fnrnill' ""eIlIIlS' ,h.1I Icn,'er thl. ,\sreeulelll vold.hln ,',h, unlloll ur ,he IlIIVl!r o"d Ir v,'lded
deposits tendered hy the 1111yer 511:111 he rCllllnfjU h}~le HUYf; wIlJIIJ~1l JI fCllll~fI11CIlI.#?( ';011I1 acljp.lI. . 1\ .J-aICS
4. TmlMSI (n) Purdl." I',ko .... _1.f?.~,"(Je(..u_r,We_II(/I.aCh:LIJNQ ..,..,tV JAlt:_J(jJJ{JSI!I::!J~_.J!all' l. _
ANti /jJJ _ ,._. ..._____. IL/P'.~ p{ltJ
~, hy Ih, B"ye, n. follows:
1111 IJlil'O~l'r Chr-:k nf. Cllh U~ Null' CJ .11111, 'linIn, 11f Ih., S(JO
Illfttmtnl. '"C1rlllr Ilfhl"h II h",hy atltno\lOlnJud ....... ..... ... .... ....' S_..
II NOle. In be telllcm.d nn 0' bllo" lit, .........._ ll.,,-II( __ H__,I'I__...._
(~) "UIJIIIONAL OEl'OSIT dut on or t~Vll'e II" !J" J/S-() III
~J. .sr .1.,.., ..rrlrlK,c J ,--. ....--....., ",(,l~_. L....L<'=L. .----'.--..:..--1- \ ft~
,.) n^'.,'Nen 01' l'UltCII,'\lIl'~"l! II """."., 16!? (}~() I}!~ I~"
lu,ll, \'trllfl~,1 ,.!ttl''', "n.flo' mon,_,t' 'ur""1 ". . , ... . .... S. .f_'-=.t.J.__..... . J",.l:-..
t' 'IOrAI. .;""." (~S.e..~-J(JiJ..!1-.98 X.;.}f1~
Wrlll'" '.N""I M 5<11" 10 h... ., .,role .1.. _ --2(P~.., . __." "r ~t:s:... ._... , 10 ~8.-... I:~. z I"~,l"'"
SlllIrmlllllil bt nUltl"' en 0' litfrHI' Ihe _.<...qL.:fr. . _ dilY vI _1lJ11!!.(b___ .___.. 199~_.
lht Inllowlnl Ih.III'e IIrr.,,1I0Iltd prcHII. II of .nd al Ilml III UIII'IIltnl: I'uu II It_If'llllnll ,ltltlh-,I, Itnll, IAlcrCl' un InI'tl.,,11 oIUUIIlI'llofll. ~"nJ...mll\hlln I,u
"ul t1umMWlllt '1I1l('I.IIC1n 'rulll,"", ".Ief 1I,lll/fIt Itlt" rr'tllll' Iny. III.elhu _'Ih .IIy ulflu IItn,hlt OIulIl\.l,.al unlc....AU ItClllly l'Un.'" Tnu.hlll tIC dhhlN
evenl, unlen vlh""h.. rro_loItll hr,tln ,
5. PROrF.RTY 51:rrLUft:Nr c.:ONflN.r.ENC.VI Thh I.rttrncnl II luhjhllll1h.. Itllltlllrlll 01 lIuUI'1 PII'I't..t 1.ll.'aIClt" ______-._.,_____
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10
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----'--_...~..,....._._,._.____..._ 'HIIIII,tl',lr ..__.._.~ _ ...._._......._.__.___...____..___...___,
~. JIN.\Nf'INU ('IINIINI;t:f'oi(;\','rhh I.,ttnltnl h Illt'i"1 hllhl: li'loll'ld",.u ,..lh)\l"I~
hI pn'N<:Il'^', ^~ll)UNT ,./t).B1_OXQ '.._ TI'.r. Ch911___, _. _, . .. ._ MIIIIMUM T1i1'~1 _3.h d.._ _,
MASIMIJM 'NITl^t", ".. t,1)
INTEIU!ST nAIl! _U!J~ .... M.o\XIMUM TOTAl. "(UNI.'), INl'UJ~)I,.,n I.OAtI OHIOIN~1l0~~ TO DE PAIU I I I ~YYU/, /4~
TF.RMIN^I. O^TII '.r ml,I.I.. fi.,.,I"R Cno".."","" _~ l!Ifl/!fi._ .~ Q.Z;J1Z I x .....;"l1!'>L; ,~__
Drnlrirr may Ilhlu Ihlrer or p\mlblt 'Quieti or mort",e (IIndl, hul UnIIlJI au 11m, lUJ'flmlbililr ror alilllnln, 1I11)'rrl. mOll"le. It lalll lOin c.nflt111.c't1bUln,J
IS hurln rrovhltd.lhh ^.rtfn\tlll \h:lll btI NU1.I_ ANO \'nm .n.111I d'NltllllIOnlt, ,h.1I ht IthlfllN lU lilt f1~",r un ur berOfe c1.lt I)t Jftll.mcnl.. prtl\'I.led hml.l,
.ubJtcl IIu"e"Cf 1IIIhe ~'o'f'hlont In 1'1lI",.ph. 6(bl 0111I1 h(('). ~'''.J .r '. ,
lb) IIt/tlr s11,1.111113k1. I.'omplertfl .ppltrallon IIJ II ft1po)nllbtf "'hUn, Inllllllllon ror 111, ul\J hUll 1.11I1111 .2.,tO.Y _ ul.n~at d~t. rrOlnllhe Seller'. '"Plo~al hmu'.
Should Ihe Duyn hilln mllh lu~h ,,;oll'lrICI(,t IlJlI,UUllnn Wllhllllhe IpcelrietJ Ilnlt'. II ,h.lIl" "'he t'l'llIm oUlht Sollie' within nVI U, ullnll.u lI.t. Ihll,urltf lilt
(I) nC'\.I;,rllhh AII'fmf1l1 NUl.I. ANn YO II). .1 ""hi," U"lt', ,1.1111I011111 rtlll Oil ''',mJIII "111 bt ,'U .11'1110 Stller ullquhllll'l \I.IIII',U, .ulljc,'11U Ih. !tul.. ..11<1
RfllUrlllonl nf Ihe J'ennIYlv'nl. Uull!llll" f.'lUllnlhulIfl, III
III) In IIl'1\1,I", o'wlllltn nl)lItlllo Ihe Ilu)'e, by the Selin t1t\IHIII,lhh ^~lttmnll ,mll. Aim \'Oln.lh, l"t-l...hllIUl ,lIld eonlhl,.lIllY 1l,.nlJ,d 101 In Ifill (,.I",oIl,h.
IOlelhn "'lIh AIlV Illhft '11l1"~11I1I (Onlln.tl1tIUlll"III,Y bc lieu hi 0' tl'lIlorjtJ IIUWl,llI,lIlln IVI'ler fllr,.II. .n,llflll A,lCell1ellllh.1I Uutllll d'"lI~c "'01<11'.
10 II. IUlUlln lilt' Il'lmc mllnlln 1'1 If Ihe !;l.nllhl"" 11111 tonlln,tlle)' "ell: IIlJll. 1'''1 "tUlI'
10:) StU" f1t Afent rrl\l'1 fC~,tive" ....'111'11 rOnlmllmtnl "IIM unltllht lI.alt 0( "Illfmtnl, 'Oil/It Illd 1(1.11', Oil." h.,,,,,.. Ilullfllnln.1 IIl1le ,'II'I(\.In,II. I( Ill' 'IIM
clUllIllllmenl
II MI 'ullllhed ....lth Ihe 'Clint III trtclnt11 htftl'l. l1t nn II1Iltr lelWI nUN'" In \.t.II11I. by Ihl'hlHl, UII (If l,ct",,,. Ihl Ipfdllc,l,hlC', Sell" ,!.,II ha" Ih. of-lIml,
;\llhU ,bit. Of' any olhu lime Ihuufletl durin, th, Will II' 11111 ^lltclllelll. 1111111, bUllIlIlllt)'ulhllllC ,llle ullu&ll'l 0' Ih, ~,",u\II,llIlIClIl by 1111 Sellet. ur ^1'"I, hi
declare lhit ^lfUll\tllf NUI.L AND YOU" by ....tIIlrn nallu to Ih, IIny" 0' ItI./llu dn.hloIlIIJUII~.I. ,II ../11. h 110". 1IIIIt('OIII 11I0111., p.I.1 un .n,\lunIIILIUltc "'ulI\eJ
hllhCl UU)'tl. luliJ~IIO Ihe p.)'menl "QI1IUII, It 1ny. l'fII~I,le.lluf 1III'.r'."I'Ih, nib): tII, till. "IJ lUll. '. . ....' '1
(d) StUn htUby .lluelln N/lIllllntlVcllnnl by a..Umllltd ,prlllltefl, ,el'llll.lIlt UIUlItll Inllltl' IhltCl "I 'll'~' 1111 h'lllhe.t by Ih. IIIlJln.llluhul!UIl ut lnlllllll, 111I\Litl.
(el !l,U" !IuthV ,s,ret ID Il'r. .dJlllonftl mOil.... ,.lIl1,:Hunlll\llllu an,l/o, I,un nllllnlll'm Ire ill \.\1' IIf a bll~t, IJl,llllllill1 Ihl.n~lrlll rWlIllI lenJhlt j'ulllllllul1
ffllllllh1d
Iny one or 1111 (If olrulC'1il1l Ifn, tlttl~hllnillllt lulll of 1.1I111 lut dl~' 11"1 e'~fCd _u~__._f', Ilf Ihe I/nOIIlII u, IlIe 11I1I1l"le.
1. tlr^'III~ or WATp.n ANn st\\'F.nl Stlltl ..../lIritnl1lhU 1"'11 rhl~ll)' It Itl~ictlJ by _H'Ui"".__._.... '1....-.. -illu "nJ ..P!:!bl.i.'-_____
,tW"t. FUllhrr. StUtt .....trnn" IhM lh~u nt/tllll." rully r,ald fOI and, U ullll, lI.1lt "'11111 'I'Wlltnl .fe In UI.(ulnl, upelalln. ~ollt1ltlt)n. T( ellhcr """lIlttl,lllIl1
It Jlrlvtle. SeliC! IUlunlt Ih.ll ht/lh. hat no nollee ftnm I II "1111'11\;1(1.111)' 01 f,om mlllllclll.I.1lIh1Ilillu Ih,1.1 flulillc Wiler .mUor ""Cf \lllIIb. IIIClU'11 lI' hUlaUtJ.
I..]~. II. MItNIr.lIIAI. IMPRU\'EMI.NTSISC'lIcr h.t nu IlMkt. of llIunklnal IrnJlfOVtrnenll hu~h 11 t"h~.tlh, cUII'I, "...) ClU(lI__._.. ._.
-. . . - ^\WUln" flllhh" '(lllt fMyrc'lllllt lthl'lI~e 01 . IfI,h'l'lIf ''''1I11Iln.:)' !'Itllllll 'Iom Iho IJlllllflllIellln( l'UnlJlt1ll.lIll11.
, ., ..3 oJ',\''::''\tn---G ''''-'''-t f''' ~t:rrl""nl"''' J- J ~-,.., ~~.,. e',," frIO" ..../
9, ~n~I^" cl.^tf'r.\II~_'l. .., ..;J~'~li~ll1I''''""N .. .11... ,... " ""-'.. ,._H!l'Wi.,. ""''''.. . =-' 1_._
':b-z/f0'IILi: 11- O^,-'L 1fJl,.t:..O&-O~I--.fiUi^1l-._Tqt""PPL..~1lJIL/}l/umf.A.JL!?E. ~~ '-';;'1-- _.., "'_
.S(iIlE:~ J~OiiiD..6:...:pR(jg-E:...:.Ir~~(;p.Hi~~iQ~'bC~ei?,,~l1iA r.tli,fii.:':i":':'iillifJ.SJ:irit.:UT_.l:l.:lilii,-=.
_1r;L..MlJJ..5~__~.,__ ,_~,_____...f'_..._ ..,0,. .'___.__._, '..__.
10. ATfACIu:n MIllt.:NuA I'.. 11I1,1, . "JfI.af Ihh "I,,,.,,..,nl' r(}"\I,'I\O.IIIlf"I.llnn l\'1hdulI IJh~"'11111l n 11,I~m Waln/On.SIII SI\lrAIC r1FIIA/VA
iV'1hl:iIAg'MyCnn,rrll UOlh"hl; _._________.., ._..____.____h_ ....-._ ....________._
II. rUtIH'N^I.TYI All nhllnlllllllmhin.. hUIIIl., .1"(,,nllilhlt,llI, ..ltllf)lhlln_ fhlllltl jlll~!lltlln. ..h"hltltttl.t,,'ullI"II,.unJ "II" 1,11,,1'1 '11PUIlflllllllllllClo .ml ,.Jlml."
a (Iltllllucor. .nd olhrr pelmnnenl rhlu"" 31 ""II at ,lIlltll'" 1.,lI\tJlY h,Io\, 'LV. '"llnltll, 11I1111 IIflJ WI,II Hll'"Il,IU,tlhlf ",Uh ".1110 "".11 u,,,,,lIn., "'renl Il\mn
Ilt,h alHlIor "'~)'" '''Iclt., .....nll1f" unelllln h1in~", ..111l1,11r11l".u .Illllllll"llc "lIIluII .U1<J II,,,,.. tit:. "IUoIIII' UI~II', ~",nlcft. ......" .ullfnru, UI~""1 "IMIlCII
IIUptlY
UII", d"!1('Y fod hllfllwlIC, f11ll:l1l'1 ,I)dl, l'Ilfl.in Inri h,,.J...are, "UIII(I tIiU,",If'IY, 1111111111111 III1W 111111 fillll"'ft'llY, 'III,. dOOI upcnc... ,llt.hllt allY unlellll:nln.auy
uU('Ilt.1 IlIlhh ^lrumrnl,llt: Ine111lJc11 I" 1hl ",It .I11III'Ull'/IIIU 11111'1'. tit'''' "' Ihe ,llltv, IIltllllllllrt!lltrlll \11011 t" III!toullllf tllhUIIIII"III~ Ill, Sill" INnl
prrmhu din
.hlr n' Ihl. ^lfCC'nlelll. ,\IIY ,tlll,II,lnllhullnll arlll/", u"'~h'. 'ue . IlnUII,lIIlh, I,umllll "lllllle "' 1I111'llItlll 'Ie .hlll",III.',J undtrlhtt \i1luUlrul. Seller hlllh)'
\II,'unl.
Ihnlltt/lht"' llllth~" /lHIt,I tult 1111111'" II" .1I1It'll' ,1'"IIIIt,1 III III" 11.1"",11,11.1.,,,1 "'y 'lUlU "tlUIU t'l ilellll'" IlClIHn,lIy tllClIflull, hll(IIIII"llo) IIf lnclllllfollu
IIIIt
,lilt. ">dlu "'''11"1' ,,111,11111I111,'.. hullnlf. II, l'(lIl,IIII"ni"". Il\t~I,..nl. .,I.1n.1 tl",'III,'.1 'UltITlt .nll ell"lllIll1..1 .11111 'JlIIIIIIIl\'U IU lie 11I1'IJIlj\ft "",UII,llIlln
11111.." t\( tclll'/II'IlI.
Thit ....III,I/'Iy lInn "I'IIUI'o'I\'(' d.lll"l.
._---_._..---~--.._.. .....-.-..--.
",
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.. /, ,I.' ,.
(1)1l Nul Wrlle In Thl,~ SllIu'('1
GO'd ~:(I(1' 01'/ /;-:" : .~ T :; (. . I~'.;~ ) till ')~:,~;-I!-,~~;I:,...,~ r,~-I ' ''II 1:11 ,,1111 '111 'I.i 11:i11'Ijj/i'l I-III;"
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'n. TITI.'. ANII c.:mfT~1 ", I' . " . I'.. . I. .' . I .
(.., Thr Jlumhu a" It\ t'tc(unvrYfd In I" d",,,lt by 'ptelll .tlIIIlIY tJ,,~, rfl'lllnd (Iu, Dr .1I11tll., ,"~\u"brlln(U ."d ,.wnlml'. ~~tlll'r1NU IIOWI!.V1!A.lhlt 1011.:1...1"11
etltll". bulldl", ,uul,lIon.. 'l"Jln.nulo uk""nlt"r filII", rflll'n'lfl N ,I.lln 01 tlubllf ItI"ler romf\lnlrt,1t Inri 0' "..mfnl. Of rUUltllon. "hlb!' II""" ,he I' :Jund.
l'lh"fWhr Ihc thl, 10 Ill, nbuII" dnulb,d rUI ellll'" ,hili tic ,ood IllJ ,Iu'hl_bl, or lueh II \1111I tI, 1..'IIIN tit. upulIblr 1111, IllUIIA"Cf cump''')' .1 lhe It.ul., nlll.
Cbl Tht Du)'n will r.'" lor .ht (0111)\011'1"1: . . I ' , '1' I j .! , ' .
III rhe pfCm um lor 1111. 1"".tflRu, nltthanll" tI." l"llll.nn .nd/ol 1111. 1I',~h, or fu 101 Clf1(tll.llulI n' um., If Ill,.
'I n. pfCmlum 10' n<ll)l.lln'llnnu .rl.J/l)f III. Inl\l'nnn _jah nl"I.JIl.l un.tllllf, Inlu,".I\.t bllld., ,hll'" or nnull.lIn., It.. It In.,. ..
(III Appnlul/.., and ehu,u (1'ld I" IlllY"nct III mOil I"". It Inr,
(I") nu~cr', nefm.lnlll.m."1 ~UUI and Ittlualt u"I," elbn..I,. 11.1...1 hll.ln.
(l'J ^nr .uluy 01 .uIY't' which "'.)' bt flqulrfl,l b, Ihe Till' I",u,un r;o'"ru, 01 IhC' .hIU,hlh'l oItlllln.., (01 Ih. 111I1'.IIlllIn t".n .drqullc Itl.1 dtltlll'lllln nr I~'
Cremh" (0' Ih. .uurellnn Ih.IIM., ,hllll be ,r.:u,td ,".J ratd IUI b, Ihe 8,lf",lIu...,u,. fl"Y III1U, 01 IIUV.,I ~nfr"l br Ih. Pu)'n 0' nqul"... tly hll ,"Uflll'" .h.lI
I "","d ud raid 10' hr Ihe Ou,e,.
C") ~In the eunl Ih, tlell.. I. unl~l. Ip Iht A .lXld .nli mll"I."I. Illlt or .uch II ..III b, hl'U'N b, . npul.bl. 1111, el1llll""I', ,ubJrtl .1 .rO!Uallt. Bur~' .hllll h.". lht
o(llh'llll)r IlIklna ,ueh 1111..1 lfrt Seller fIIn ,I.. "llho'llll~lltmtnl 01 flllf' 01 II' bel'" up.hl IUllIonlll rtlcl b, Ih. Butt" 10 1'" Rllltt on .ccounl or Ih. purch...
p,lce .nd .h, R.Il., ...11I ,elmbuuc Ih. nUl" ru' .nreoUllntuI,...1 br Ihe Bu)'tt fOl Ihnlf lI.mllrWned In P."IIIr'ih 121") hem. In. CII),_(1I1) Ind In rUIII'Iph 12(c1i
Inll Illlht 'i1ller tvenllhrr. thall bt no ullhn 11,1.11I1)' u, u~Jf(lfon on ellh" "' Iht rUlltl hmlo and 111I, ^llccmcnllhall bttolll. ~lJ..LL AND VOID.., I.
IJ. PA VMt:N'r or UEPO~lrl lJ'Jlotlu. "JudICII 01 11'1, r~lm 0' pI,menl Ind Ih, JlCllcon dullnlled II I"~ft, ,h. II be raid to A,enl fot Iht ~lIttl whu ,hili ,rUin .hem In
/In emow It('ounl unlll ,"un'lImmallo" 01 l.tr"lll.lI~'n of Ihl. A.IUII""lln conformll)' willi .11 'rl,II~'ble I.w. .nd ",lIlulnnl. ^,..ll fu, Ih. Sri tf m.,. .1 hi. Oft hft 11)1,
0111h1.., huM 11ft' unulhed (111(11 'Indt"d .1 d'llmlt, I'fndlnllhe UUP""" IJf Ihll offer. , . .
II Ihtlt II . dhrUI. tlll....u" Iht Duy" '1I~ Ihc Seller 0'" ..hn It 1.lllled 10 Ihe depotll, A,elll will nul bt rnra:nllbl,ln ,.,o",.lh.1 dhpult .lId..1II nOI h,lIabl. 'lJ .llhn
Au)" 0' Ih, Stlltt fo' 'du,ln, hi u'rue Ih. d'DvlIl .."hoUI.. .dtqU'I' "'rlllen a.rumenl belw"" OU)'" IInll Selin 01. nlld toUrl nhltr. Ourl,lllnd Selin II'" Ihlll
In Iht ",enllh. ^Iflll AnlUO, Sub'ltnl I,./h luinrd In 111'1.1101' fUI Ihe trlllln 01 del\tl,llllll'lllle'. Ih. A,enl" .nd/ol ftuh..,nl" I...unable 'lIome)'. "" aniJ Will -II
b, lulil h, Ihe plUl, Jolnlll' Ih. ^.,nl III ~\lbfll'"l. I J
I". l'USU,s"ION ANlJ If,Nm:n,
(II>> PontnlM II lu ~I drlh..ltd b, """. hr' .nd ph)lklll ,"mlullln fa . WlUlll hllllJlnl (II ""rl .t &I., .11..1 111"'1.11 ,,"I,melll, 0' by dud Illd ."II...M,nl 0' "'talln!
It;t'I('lllllhr IllIlt or (fUI'm.nl If Pllmhu h I,nll"t tJ(cupled .llh. '11111.... 0' thl. "'lItenltnt, ulIl." IllllU...h. 'p(C1l1ed heuln. UII,II -ill IId,no'lllltdIC uhlln, l"uII
10, lnul.lln. .,,1,' I.,u,hl III lime 0' 111..1111 1.11 Ihl. AI",nltnl III Nail it I,nlnl ~culll'.J. ..'..
t~) SeU" _11I11101 'nltr Inlo all)' n'.. I....CH, ..,!lU" UII.ltl,," vr "lllln.ln"I,).lr .n" III IIdlllllonlllllelltU) (tll th, rUlIII". _lIhuul Upltll W,IIl'" .:nn,."1 'Ir Ih, nu)'t"
(el "n'Ill.III",I" of In ,Ul'UII.J dUll and purdl.l" '''lint, II hlub, ""'llull. .
h.ll Durer mnyu Ih. el.hllo mlh . PI'lfUI'lnl"l Inlpn:lIon of ,h. h,bJUI pllml.t.. Ind v.lIl "I~UI. IIrproPII.ft docu.n'nl.1l1111 II' ,urh In.pttlIM. . . .
IS. RISK,C).' '.U~51 ' ',.' I' " , . "'." .' , ' ... '. !.. , . ,; ,
.(.). StUu.lh.llmalllll1ln Ihe r'opCIlY fIMh"Jln,lIl1l1em'lIIellllnnN.ln p.rll.llph II~ hlt,IlIt .lIlll1n, Ptrlpnll P'OI'lC{I)' Ir"f(IRJ'U, .(h.rr1ule,l h~'~h\ In It, pr,ltnl condlllon,
noftn,1 "UI nnd lur ""'IIN. , . " . '.1 ..', .
(1.1) !i.llu ,hilI! bu, ,hk 11' 11m nom flit 0' l)lhtr ll;.atUIIl, unlllllm, ur tllll.mtnl:ln Ih, Cftlll or d.ll"''Ilt 10 thl propttl,.-by'nU'nt Vlhcr ulu.IIY: au,'' th.1I h.". Ih.
uPllon ot ,..dlldln. Ihll ",celll'llI 'n.J uui,jnl h.nd mnll')' pllhl on .ccounl or at 1m pI In. Ihe Plop"I)' In IIllh." cundlllo,. "Ub. ,hf pl,OCHt.b of 11\1' In,ullnet
r<<ovuy nhl.lnabll b, 5,11". ""r" II hrrcbr nOlln.d ItI.1 h. ml)' Inlut' till fllllll.\lI, I"wellln ItllI r'"rl"~ I' or Ih, IInlt or 1M .",ptane. or ,hU .,r...m'"I.
I'. REPRESENrA'IIONSIII II ulld,rtlnlk.llh.1 Durer hat 1'''rt~llIllhe proptll)'. ",11mb, wfll'n Ihe 'If hi In dll to .nd ht/.tI. hll ..,"d 10 punh...11 II' mull or .U(h
In'fW:CIll1n .nd nol bee'Ulfllr ur In "I/.nu UIl.hI 'n)' npltltnl."o.. niall, b, tht Selltl or .n, nlta.. u nCct. p.r1n" tI, ,,"pIOu, ut Sell"t 01\' b)' Ih. "MI ot th. "II" 01
.nr or Ihc 1.1Iu', ttlurmon. tnd e'"IlI'I)'CI or b, a CDnpl'uII". o,o.u, Ir .ny, n, any ur hh/hu ..lul'ff1l)nl .nll.mpIOJ'ft:t'ud ehlt "' h. ".. .timllo purrh...1I
In II ptfUIII (flnlllllon unl,.. ulh"...hl trrcl{lrd hell I" .1/11i fvllhu aCknO'A'".Jle, Ih.llhe lfol'lIIellllo..cLl pulla a.. AOI qualln,d 10 """" In uplnlon."n.OOO"''''lli'Il'll
,",'n."ln., ur c",,1I0UIIl'"I,1 mJlltu .nd Ihlllh. hll)''' hfll been ..Jvlltd Ihlll hili he m.y "quirt (If _lIh 10 .nk Ih.IIII'III1qt ,,'Uprllt In lho.. n.ld.. lilt rullh.. "ndlUIMCI
Ihnllhlt ""rUln.l\! ,:vI'lllln'lhc whol, '1'''",'"1 belwtcn Ih. ~.II., II"d Duru '11..1 Ih". Ie. nu ,"hcrlum.. obU..IIIlII'. cl)vcrl.nll. rcPlfUplllloll., ,111,nllnlt qr lIjondlllon'f
onl "', IIlhllWh, or .nr Und "h..uue'n foncelllln, Ihl, '..Ie. PUllhtrmolt, IhI, ^1,umenllh,lIuOI lit "1",\1. .mlnded'. cll.nl,1i 0' I1Itk1ln.... fU'rf In _rllll'l, UlculN
b, Ih. ,uu.ln h,.,,.'n, ' . . , 'I'
17. R[CnHUlNOI TIlIt 'l"elll.nllh.1I nOI be 'feold,~ In Ih. omu 101 .It. htfo'lIhJi". of I)u", 0' I., illY ",hn oUlce or pl.e, or f1ubll~ ttn",I, Ind II Du,er .h.lI I<<n,Lllhlt
_.,u,nt"l or (lUll Ilr ,..,mlllhe tlm. 10 b. Ihll"lld, SllIfl Ill", " 1II"hn option, tlfrt 10 !rUI "',"h 1111 II .b"~(h lJ' Ihl'.""'"1,.nl. ': " .' . I
III. A!;!U(JNMENTI 'rhl. ^Irumenl .hall h., blnllln. llpon Ihr '.'Illlll"e h,I", taeCUlnrl, IJIlIIIII'UnlUII, tucreuo" "ld,",,, Ih. IIlln( u.lanabl'l on Iht ull,n' 6, Iht &MIllin
herein. II b.lnl ellprelll)' urld,ttll\od. ho'AC\t'" Ih,U Ihl Ou)'u .h.IIII...1 lu".r" or fllll,n Ihh AI""n.nl "'llhoul Ih, WIUU" (4)nunl ur Ih. Selltt btlnl nUl obllrntd.
II. NON.I.IADILlTV or /un:NTI EllCCpl &.I PI")' bl provided by. Ur.lull. ,,"umenl 0' ..Jd'lIIh,m 10 Ihla AlmnlCnl, A..nIC" It, 'fub'^ltnlf.), If In" '" Ifpnunlln. Stlln,
nollht Buyer,
lilt .'"remly unJCftlMd .IId ",lted btlWlIIllh. pili In h"tlO Ih., 111. herrin n'hlcd If till. hh/"" ,a1raprupnl Ind .."plutHJ u, ..nl' oroeer 0' plflllet Of jlltnl ,"d
nn, toOlltnlllll brukcr Ind hll/hlt "'I"f.lnon. and .mplOlU' IInd .n, officer 4)1 pallner 0 Ihe eool__"IIII, bro", .""lIn, It I..nl 01111'" be"'.ln,lhc BUYrl and .stir"
"'1lflher. .lId will In n" cu, _h.!toner '. h.ltlll,ble Joint, lit 'r""aUy 10 .Uhn Ilanr for Ihe ptrfolmancc nf .n, II em or ca_,nanl O'lhl.^."eM'n~ 0' tOr d.m.... rOl
Ihc nonper(o,manc, IhuNf. . ., ., .. . ' ". ,. '. , . 1 ,. ..' ..
10. UEFAUI.T _ riM" 15 OF lilY. t'Ji5t:I'WE1"TII. uld 11m, ,,,' nllltmelll .nd sll ,lIhft html "Iwrd In 'M Iht I"Crf."",.ncc or In, or III, obl,..llon, of .hl. A,'tfmenl
.alt hereby .,reed 11111. t.1 Ibc ,ucnu or Ihl, ^Irrtmenl, Shnull) Ihc 1I11~1'fI . .' ...,
c.) F,UIO ",lilt In1.ddllllo1l1.1 p.a)'mtnl. u ,pn:lfIN,ln rAlI.tlph 41, ," ., 1'1, '...,'. II.' . II.' t I. I' I~' I'" 1'1 ,
Cto) rUlnhh I.IU l)lln\t'mpltlc In'0Illllll(\1110 Ihe Selltr, Ih, Sell,,', .unl, 01 Ihl ,"1,)1I11I,I'IIIItr. umcu"l". Ih. Du,,,..I,,al 01 nn.ndaJ 1IIIuI, 0' r,lI'o ~l)Ore...1I
I., Ihl r'lXellln. of Ih. mOlllflU loan 'ppllullun, _hleh .('11 \Yould IUlll, In Iht tlUuII 10 oblaln Ih. lI1'r,oral 0 . mOIlI'" lo.n commllln,n., or
(c) Vlolal, Ot ,alllu (\emll.nd pelrorm u, ut the Willi Of clll\.Jhlun' ollhl. ^,rr,nltlll. Ih.n In ,lIlh flllC. In depcdl 11101114' 'Jhl olher 'umt ppJjl b,.lh. Ou)'er 01' I(CO\ln,
'" the rufthllc prltt. M'hClhcr ft1Ulftd by Ihlt ^Ircemtnl or nOl, IIU)' \If Ifllllnrdl
(II bYlht 5.11.. un arcounl 01 he Jlllrrhu. Ilrlr', Ihould Ihe teUer drm.nd.lhc tullllurdl.llf rrlr.. or . I'" . .
C1) l' t"(Inln 10 b. .pplI.d 1I'Ilhe Sellu', ",nUl'" UI ' , " .,
(Ill) It IIquldll,d Jam 'I'" 'or.,u('b.blueh. " .' 'II " .
;t, Ih. Selltr Inl)' ,It('I, on\lln Ih. tyrnl 'hlllh. ~,1I1f el".. 10 IIlIln Ih. monlrt IllIquldlled .".mlllll In .t('ord,nu *Ilh Pa"I'''rh lO(cHlln, Iftt SIUn ,hln b. ullllm)
trom IUlI,bIUIV 1,)' utlll,ltlon II Ihlt Allllm.nl Ihlllll ~ NUL'. AND VOID. ,.' . "" I . " I "
U. ht:COVJ;RV FUNOI A fullll." IrcOyuy tullJ ..11.. 10 rrlmbull' "'y fllllon. _ho hit oblalntd I '.n.1 chll Jlldlm,nl .,.Inll I ",nn.,11'Inl. 1..1 ul.I..Ucenlll 011I'1,1.
If) Irud, mhrtpuulullllJnt 01 dr.:,llln'I,"1 tll.nle Itlntlttlon lln.J ..ho hll been un,bl. 10 1'1l1l1'li11h. jud"mtnlllur uh,\,uIIlIIUlel.llnd cqull.bl. ,rmtdl". fUI com.
Jllrle dtlllll.bl)\ll nil 'una, ull (711) 7111.,MA
U. nr.Al. ESTA lE UI,.'UTE nESOLU1'ION n5TEPoh An~ "IIDIII. UI ~llJm IIhlnl aUI M Or UIAlln! 10 Ihlt "11t,mflll,llIt br,uh or Ihla A,'tlm.lIl 0;'111,. ..,.,1" cno"ldtd
In "llIlon II) lhl. AlltenUllllh.l1l be lubmllled 10 ,"l\1l"lon In Ic('oldlnc, ~lIh Ihc Rulea and r'd>:,. lur,l)( 1111 Rnll!.&lll' Dllptlll Mtloll1llon S",.m, Oltpultt th.n Illdu~,
"pmtnllllon, mhl, b)' Ihtbv,CI, IIlffl, (I, Allr b,okel..,rnl, mbllltnl, elolhlt ptUM." 'nlll~ In eonntrllon wllh ItI. ..,1,/ puMuc, flnaarllll. ('<11141114)111, (II olhu Upetl
01 Iht 111011111)' 10 whIch Ihll ^Jlcrmenl ptlla 1lIllIdullln., ",llhoUI J!lIlllllhm. .lIe,Ulon. 0' (~\n(ulm,nl, mlmp,rttnl.1 9nl n..II,.n.:. .nllfo,.rnud. I .
Thc peovhlontlJf Ihll palll"f!h'ul,lllnl'o medl.IIM .h.tlllurrlve Jetll.nltlll on Ihl .ubl<<1 p,optflY or ullln 11I!'lln'llon of lhll A,'"mflll. .
Uu)er and "II" :I,knu~l.dle Ihlllh,y hilu I"ulved, ,uLJ. anJ'lMlIIIII.nd Ih' Ilalldud o'InnuunURltlll b,nchllr, .nd rylu uiJ prCfrdlllu rOl Ih, Rul ""a!tUllplll' Rttolu.
.1,19n,S).lcm, '" .. ..., .. .'. . . ,.:, ' . " ' ..
1). lIt;.lJCRlPTIYE IIEAIJINU. The dU(,llpllvt ",."'Inl' "lilt htfcln arc (", eonunlenu only and Ihf' flll nollntended 10 11l&llfo'll,.1l 0' Ih. laltln In Ih, 'Wlont ",tlleh follow
Ihen!. ^c.:or"'lnal1, tht, ,hln ha'" no ,lItcl.wh.II",,,., In deltlmlnlnllhe If.hll 0' oblll.llon, nr Iht 1'.&111.." '
... ACRF.P.MF.NII TillS AORDDMI!NTCQNTAINS TIIlI WIIOI.DAORDet.iUNT DDTWDp.NTIle~RII "" ANI> IIUYIIR, TIIP.RP. ARD t/OOTIIDR TDRMS, OOLln^.
nONS. COYDNAN'IS. "ePRDSeNrA'III)N~. STATEMEIrr, OR CONDITIONS. f)1I^'.I)R OTlIeRWlslI. oP At/Y KINI> WIIATSOIIVUR COt/CP.IININO TillS
!i^I.H. r'xr:PPT ^.'J ArTACIlOO TO TillS COr'HJl^CT. . .. .
[Do Not Wrl'e III This SIJIlCC[
.'.
This 15 II IcaRlly blndlllg conlracl: It no. undrrslood, "lIl1.ull your nllorncy.
F.. 1"1"''''lnll Thb Oocunllill 1ft'" In, Im,ndnlenu 111"-'1'. mar he euculed hi lt1ulllple CDtlllltlpl1ll bYlh. 1'''IIt1 and cJcll.,,,td b, .'1 or Inn.mllllon Ih'O"lh . (,ulmll. .
CFAX) m.chlne In.! 'uth counlrrp.r1l Ih.1I 1I,_e Itll ..me 1r..1 .nlMeubUlIr .nd blndln. .rr"" It 'hOlllh II 'IIlell .I.n.d by an p.rll" r" 1I,lfln.1 lorm.
Ilnlll w'mnr.I" p'"Il1 .m,..lnlf,d1nl,n .,1...11, boum! .mb~"'~d;l:"I'llr'''dl.nd ...1.
__, ,.__ nllYf.R~_.-:..~ -. 1-----(IIIAI.l
. .,. ....__ nUYllR. ~ ._~_.U". .__n_ I~EAII
,/:;.,..,n'"''II''' .------"PI. ;;;~~J?~~-.19~
1!tL:Y~---., . . .....__ ~"l.fJ'~~. .. ______ .. '''PAl'
.!);:LT S6'!);; :"'1] 9S~I7-2.SI)-.!.'.!.-T'OH l31 ::IO.llf.l3t.l tI311~lltl~ ;IJl:lf
Wi'f'iir.,;.^lj'JOQlIH'fl
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.' IIIY.ISO:' fl+ 11.161
*'
COMMONWEAlTH O' PENNSYLVANIA
INHfRllANCl TAX InURN
IUIDEH' DECEDENT
ESTATE Of
Hoovor, Kim M.
'i' "<!e':;'"~"':.'!j;~i~y"'~~:~i~
SUPPLEMENTAL
SCHEDULE B
STOCKS AND BONDS
fILE NUMBER
1995-00395
(All proporty 'olnlly.own.d with RIght 01 Survivorship mUll b. dl.clol.d on Sch.dul. f.,
ITEM
NUMBER DESCRIPTION
1.
PPG Industries, Inc.
@ 38.25 per share
VALUE AT DATE
OF DEATH
- Additional 544 Shares Common Stock
........-.
$ 20.808.00
TOTAL AI.o .nlor on IIno 2. Rocopllulollon)
(11 more space is n..d.cJ, ins.rt additional shllh: o( 10m. size.}
5 20.808.00
,I
'IV'lSU~.,.I'D...,I.
(OMMOHWIAUH O' PlNN,nY...,..I...
INHU,'AHCI u.. UtUIH
,UIDINt DfelDINT
SUPPLEHENTAL
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTIES AND LIENS
ESTATE OF
ITEM
NUMBER
1.
2.
3.
Hoover, Kim M.
FILE NUMBER
1995-00395
DESCRIPTION
Pace & Pace Realtors, Marysville, PA - Commission
for sale of property
Cumberland County - Transfer Tax, (1.0% of $109,000.00)
Other settlement costs - Deod Preparation
Disbursement Fee
Termite Report
!louse Inspection
.,1,". ..:!..,. '",
TOTAL (AI.o onlo' on IIn. 10, Rocopllulo.lon)
(II mort .pace i. need.d In.ert addi'ional ,h..Is o( same Jize)
AMOUNT
$ 7,630.00
1,090.00
100.00
35.00
40.00
100.00
$ 8,995.00
. (~ r::-_,\ r-/~. '\\ /i'
, - I {il' \; II '\."
--- j;' . /
REV"1547 EX AFP (12"95.' . ' ' " II
COHHONWEALTH OF PENNSYLYANIA
DEPARTHJ:HT OF REVENUE NOTICE OF INHERITANCE TAX
BUREAU c.~. INDIVIDUAL fAXES Ai"PRAISEHENT, ALLOWANCE DR DISALLOWANCE
:!Ji:lB~~~lpA 17121.0601 OF DEDUCTIONS AND ASSESSHENT OF TAX
RECEIVED J.
1 6 1996
ACN
101
DATE
01-02-96
FILE NO.
05-11-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
JAMES B PANNEBAKER ESQ
PANNEBAKER & JONES
4000 VINE ST
MIDDLETOWN PA 17057
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..itted
NOTE:
CUT ALONG THIS LINE _ RETAIN LOl/F.R PORTION FOR YOUR RECORDS ~
iiEV:isl;j-ixuAFi.-"n'if:iisT"NiificnjF"'INHEiffTAiicE-;:AX"jipPRiiisEifiN'i'";-AU"ciwANCE"ciR' .n -------" - -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
KIM H FILE NO. 21 95-0395 ACN 101 DATE
TAM RETURN WAS, I ) ACCEPTED AS FILED t XI CHANGED SEE ATTACHED
ESTATE OF HOOVER
01-02-96
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEHENTAL RETURN NO. 01
1. Rool Estat. (Sch.dule Al III 119.000.00
2. Stack. and Bond. (Schedule BJ (2) 20 .808.00
3. Clo..ly Held stock/Partnership Int.r.st (Schedule C) (3) .00
4. Hartg.g..IHot.. Receivable (Schedule DJ (4) .00
5. Cash/Sank Deposits/Hisc. Per sand p,.operty (Schedule E) (5) 120.649.04
6. JoJntly Owned p,.ope,.ty (Schedule F) (6).00
7. T,.ansfe,.s (Schedule OJ (7).00
B. Totd Au.ts 181 260,457.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune,..l Expenses/AdM. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Ho,.tgage lJabJliUes/LJens (Schedule X) nO)
11. Total DeductJons
12. N.t Value of Tax Retu,.n
13. Cha,.itable/Gove,.n~ent.l Sequest. (Schedule J)
14. Nat Value of Estat. Subject to Tax
20,188.85
78.957.19
1111
1121
1131
1141
99,146 04
161,311.00
.00
161,311.00
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of 81b returns assessed to date.
ASSESSHENT OF TAX:
15. Allount of Una 14 at Spousal ,.at. US)
16. Allount of lJne 14 taxable at lineal/Cl.ss A ,.at. (16)
17. Anount of lJne 14 taxable at Collat.,.al/Class B ,.at. (17)
18. p,.incipal Tax Due
.00
161,311.00
.00
M .00=
M .06=
M .15=
1181
.00
9,678.66
.00
9.678.66
TAX CREDITS:
PAYHENT
DATE
09-14-95
RECEIPT
NUHBER
AA082134
DISCOUNT I-I
INTEREST (-I
AHOUNT PAID
12,884.55
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
12.884.55
3,205.89CR
.00
3.205.89CR
. IF PAlO AFTER DATE INOICATED, 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" feR), YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
,
i I
!
...I
-
<C
:E
en
en
<C
...I
o
I-
~
-
LL
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-
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Lv
REV-1607 EX AFP (12-95>*
CQHHONWEALTH OF PENNSYLVANIA
DlPARTttEHT Of REVENUE
lUAEAU OF JNDIVlDUAl TAXES
DEPT. zaa6Dl
HARRISBURC, PA 1112a-0601
15 36-1
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 02-20-96
ACN 101
S TE OF HOOVER
DATE OF DEATH 05-11-95
KIM
M
FILE NO. 21 95-0395
COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH yeUR TAX
PAYHENT TO TNE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REHIT PAYHENT TO. ,
JAMES B PANNEBAKER ESQ
PANNEBAKER a JONES
4000 VINE ST
MIDDLETOWN PA 17057
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..itt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
ifiv:i6iWEX-"j:p-iiz-:9sy------iiil.--iilif€RiTAiic'E-fAX-si'iifEiiE"lif-OF-Accc3i:iiif--iili.---------------------
ESTATE OF HOOVER KIM M FILE NO. 21 95-0395 ACN 101
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS,
THE CURRENT BALANCE. AND. IF APPLICABLE. A PRO~ECTED INTEREST FIGURE.
DATE 02-20-96
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 12-26-95
PRINCIPAL TAX DUE, 9,678.66
PAYMENTS (TAX CREDITS).
PAYMENT
DATE
09-14-95
02-02-96
RECEIPT
NUMBER
AA082134
REFUND
DISCOUNT (+)
INTEREST (-)
.00
.00
12,884.55
3,205.89-
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
9,678.66
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1,
ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
, .. . - ~
n
PAYfl[HTI
o.hch the top portion of thl. Notic. WMI .ubelt with your PI~t ...,. pI.I. to thS n... end eddn..
prlntld on thII r.v.r'l .Ids.
If RESIDENT DECEDENT ukl chick or .onIV order paYable tal REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT aak. chack or aon.y ard.r p.vlbl. tal CGttttONWEALTH OF PENNSYLVANIA.
All PI,.ent. r.c.lvld .h.11 b. appll.d flr.t to any Int.r..t which "V be due with InV r...lndar IPplled to ~ t.x.
AEfUND (CA)I A r.fund of . tlx crldlt, which WI' not r.qu..tld on the Tlx A.turn, .IY b. requl.tld bV ca~l.tlng en
"Appllutlan for Rlfund of P~.vlv.,la Inherltll1cI snd E.tlta T.." (REV-UU). Application. Ira 1Y.llabl. at
the OfficI of the Rlgl.tlr of Will., any of the ZS Rlv~, DI.trlct OfficI' or froe thl DIPlrtaant'. Z'-hour
..,.",rlng ..rvlc. nuMi.r. for far.. ard.rlngl In P....,.ylvanl. J-IOO-S6Z-Z0S0, out.ldl p.m.vlvanl.
end ~Ithln local H.rrl.burg .r'l (717) 717-1094, TOOl (717) 77Z-ZZSZ (Hllrlng I~alr.d onlv).
REPLY TOI ou..Uon. nglrdlng .rrors conhlned on thl. notlc. .hould be eddra...d tal PA a.pert.ant of A.vlnuI, lun..
of Indlvldull Tax.., ATTNt Pa.t A......ant Rlvl.w Unit, o.,t. Z10601, Harrl.burg, PA 17121-0601, phone
(717) 717-6505.
DISCOUNT I If any tex dUe I. plld within thr.. (Sl cIl.ndlr lanth' aft.r the deeldent"s dI.th, . flv. p.rc.nt C5X) dl.count
of the tax p.ld 11 IIlIawld.
1NTERESTt Inter..t 11 charg.d blglMlng ..lth first dew of d.lInquencv, or' nine t9l aonth. IInd one (I) dill' frGII the dlt. 0'
d..th, to thl data of pIYlant. '1.1' which blca.. dlllnqulnt blfar. January I, I,IZ b.ar Int.r..t et thl rlta of
.Ix (6Xl perclnt p.r ~ cllculat.d It a dlllv ratl of .0001~. All taxI' which bec"l dlllnquent on Bnd aft.r
Janu.ry ., 1'12 ..III b..r Jntar..t .t . r.t. which ~III v.rv froe c.lend.r V"r' to cIlandar y.ar' with th.t rete
~ad by the PA D.p.rt..nt of A.vlnUl. Th. IPpllcabl1 Intara.t r.t.. 'or 1'12 through 199' .rll
V..r Inhr..t Alt. DIUy 1nter..t Fec:tar'
V..r
Int.r..t Rat.
Dilly 1nt.r..t Feetar
1982 ". .0005U .917 .. .000n7
1'15 16:C .OOOUI I'M-I991 II' .000501
.'84 11> .DOUOl 199Z .. .0002'7
1'15 15X .GOUS' .995-199lt r.c .000192
1... 10' .000274 1995-1996 .. .000Z47
--Inter..t I. calcul.ted .. fallow..
IIITEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hot Ie. l.sUld .ft.r the tlX baeoaa. delinquent will raflact an Intlre.t c.lcul.tlon to fi'teen (15) 017'
b.yond the d.t. of the .......ant. I' p.y.ant 1..1de .'tlr' the Int.r..t eoaput.tlan data .hown on the
Hatlc., additlonel Intlr..t au.t be c.lculetld.
.--.,.-..- .
"
- -- --- ~- --- ---'- ..-- -.-- .,.._~ ___ _"H_ .__ ____ .___. ..___
,... .-- -'...- ..~- ~--- --- _.- .-. - - .~- "- - ---
ji -::f~}t:'/-7':~,~:(i:':~J;."iY-:rR:.,}~~~tl-t~'Mrrlr!:~~r~:\iJ~;):?XftP~:} ~~t;~:~:/.>i(';r<{::','_:. --':7<'-;\., :^;',"<-,:.-j\[,.:_ ;."_ ,i" .'j,:'.'_.'{;: ;tit.vL~i' ~-.""';A\;f/~1;}},;1::-'"
l'\:i: ~\~ ~".rg;1(1~2' '~O'71:",COMMONWEALTH~O'~PENNSYLVANIA, ,', "~,>[:'i~:~::,'.':,l~:
.., . ;:,', ,'" ': ~ _<il\)"'it..'li'!i'~~' "I'~~'~ ...... -'," ".'>"---'.~..' 'I" "."" '----C'-X';':'._ '"--'_C_O~"';""__';-">;""""":~':C;-;i.';_'~-'i"~'_~".,.,_;,,-,.,,__.,.,: "
tfO"li.A t," ',. '" ,.,,,.'It"."\._e~l;l",v'''''''-''INT OP RIVINU.", :. t, ',." '. " :,:;, , ", ,',' .' , r ).",.. ,..
"..r',;":"'X'i':';'~I"'i"~',,!i.;r""i'''''';'M~''J;,,'r,;" ~!m,,,,,,, .'" "''' ,.."',,:e..';'.' .., "', . '" """";:.'.i~'.'':,T'.',,:~';;{
~~,~~' ' :;"."!';.i\~1(':'.()ffl~IAI;'RIC.~I~i.;P~NSYLVANIA INHIRITANCI ~ND,mATI TAX ;;", \:{,':';, \,~\i
RECEIVED FROM.
ACN
ASSESSMENT P:'
CONTROL iii
NUMBER
&
AMOUNT
PANNEBAKER JAMES B
4000 VINE ST
Ivl
./1 CI. T.;j
MIDDLETOWN, PA 17057
ESTATE INfORMATION.
m fiLE NUMBER
U 21-1995-0395
m NAME Of DECEDENT (lAST)
SI HOOVER KIM M
II DATE Of PAYMENT
EI POSTMARK DATE
COUNTY
lOtOHIt'
SSN 207-44-5214
(fiRST) (MI)
CUMBERLAND
DATE Of DEATH
m TOTAL AMOUNT PAID
$718.93
CW
C/O PANNEBAKER & JONES P C
SEAL
''It'l ,/ "
~., ,-
CHECK* 1056
-'
., (J'I,.../;,J '... _,'
~(.' .'
'-'('
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
~ -- - - - - -- - - - -- -- - - -,-, - -- - --,- - -- -'- - - - --, -- -, -- -
J
>'.
,
"
-
----
'", - ft,.....,. .......
--._.__.:-..-........_Jl"Pli.,. _ -, ,
- .....- .
/5- :'\.? . /
RIV-1547 IX AFP 112-951*,
CO""ONWUlllt or PENNSYlVANIA
DlPA..IHlN' Of REVEHlJ(
IU.fAU Of INDIVIDUAL fAMES
Dr.PI. nUll
IIAAMlnUlla, PA 11111-D601
'i/
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSHENT OF TAX
DATE 04-01-96
JAMES B PANNEBAKER ESQ
PANNEBAKER 8 JONES
4000 VINE ST
MIDDLETOWN PA 17057
ISTATE OF
HOOVER
FILE NO.
DATI OF D1tATH 05-11-95 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER GF WILLS. AGENT"
REMIT PAYMENT TOI
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiE'j:i5'4"7"EiC"FP-nZ:9SY"NOYicE--Oj:-YNHEiiifiitiCE-YAX-APPRAiSEHENT-;-"LLOWANCE-ijli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KIM M FILE NO. 21 95-0395 ACN 101 DATE
TAX RETURN WAS. ) ACCEPTED AS FILED I XI CHANGED SEE ATTACHED
RISERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Raal E.t.te (Schedule A) (1)
2. stock. and Bond. (Schadule 8) (2)
5. Clo.aly Hald stock/Pa~tn.~.hip Inte~..t (Sch.dul. C) (3)
4. Ho~taaa../Hote. Racaivabla (Sch.dul. 0) (4)
5. Ca.h/8ank Dapo.U./Hhc. Pa~.onal Prop.~ty (Sch.dule E) (5)
.. Jointly Ownad p~oP.rty (Sch.dul. F) (6)
1. T~an.f'~' (Schadule 0) (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.~.l h:pan.a./Ad... Co.te/Hila. Exp.n." (Sch.dul. ",
10. Dabt./Ho~ta'a' Li,biliti../Liana (Sch.dul. I)
11. Tot,l D.duction.
12. H.t Value of Tax Ratu~n
15. Cha~ltabl./Oov.~n..ntal a.qu..t. (Schedule J)
14. Hat Value of Eatat. Subj.ct to Tax
NOTEI If an assessmant was issued previOUSlY, lines
raflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. A.ount of Lin' 14 at Spou.al ~at. (15)
16. A.ount of Lin. 14 taxable at Lin..l/CI... Ant. (16)
11. A.ount of Lin. 14 taxable at Coll.t.~.l/Cl.a. a r.t. (17)
18. Princip.l T.x Du'
TAX CREDITS:
PAYHENT
DATE
09-14-95
02-02-96
RECEIPT
NUHBER
AA082134
REFUND
DISCOUNT ItJ
INTEREST (oj
.00
.00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount R..ttt.d
04-01-96
NOTICE
NO. 02
.00
20.808.00
.00
.00
.00
.00
.00
ISI
20,808.00
19J_
nOI
.00
8.995.00
Ill)
1121
IUJ
1l4J
R.QQI; nn
11.813.00
.00
173,124.00
14, 15 snd/or 16, 17 and 18 will
returns sssassed to date.
.00 X .00.
173,124.00 x.06.
.00 x.15.
IlS1
.00
10.387.44
.00
10.387.44
AHOUNT PAID
12,884.55
3,205.89-
INTEREST IS CHARGED FROM 02-12-96 TO 04-09-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
9,678.66
708.78
10.15
718.93
. IF PAlO AFTER OATE INDICATED, SEE REUERSE
FOR CALCULATION OF ADDITIGNAL INTEREST.
I IF TOTAL DUE IS LESS THAN 11, NG PAYHENT IS REllUIRED.
IF TOTAL DUElS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE OUE
A RCFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.J
~
RESERVATION. Elt.t.. of dec~t. dylng on or before Dac.-ber 12, 1'.' w. If ~v future Int.r..t In ~ ....t. I, 'tln.fatred
In po.....lon or enja~t to CI... . (collat.r.l) b~flcJ.rl.. of the decedent .,t.,. the ..plr.tlon of '"1 ..'at. for
11'. or for y..r., the Co-.onw..lth har.by Iwpr...lw r'l.rv.. the rloht to ~r.J.. and ...... 'tln,'.r rnherlt~ ,...,
at the lawful Cl,.. . (col1.t.r.l) r.t. on eny such future Inter..t.
PURPOSE OF
NOTICE. To fulfill the r.quJr.-.ntl of Slctlon 2140 of the rnherlt~. and Eat,t. Tlx Act, Act 22 of 1991. 12 P.I,
SMUon Z14D.
PAYHEHTa o.tach the top portion of thh HoUel and lubIllt with waul' pay.."t to the Rqllt.r of NUls prInted on the r.vI,.s ,Ide.
--"aka check or ~y ord.r p.y.11 tal REGISTER OF HILLS, AOEHT
All p.~t. r.calved ~11 flr.t bl applIed to any 1nt.r..t which ..y be due with any r...lndal' ~lJed to the t...
REFUHD (CRlI A nf~ of . t.M cnd1t, which .... not r.qw."d on tM 'ax R.turn, .ay ba request.d by cOlllpI.t1ng WI "Application
for R.fund of Penn.Ylvanla Inherltanc. and E.t.t. T.x" CREV-l)l)). application. ar. .v.llabl. .t the Qfflc.
of the R.aht.r of Wllh, any of the 2J R.v.... Dhtrict Dfflc.., or by ulllng tM .p.ct.l 24-hour
an.w.rlng ..rvlc. ~r' for fora. ord.rlngl In P~.yivanl. 1-100.362-2050, out.ida Pann.ylvanla and
within loc.1 H.rrl.burg .r.a (717) 717-1094, TOO' (717) 772-2252 CH..rlng 1~.lrad Only).
OBJECTIONS I Any plrty In Inter..t not ..thflH with tI'M .ppr.ls....t, .llowanc. 01'" dls.llowanc. of deductions, 01'" ..........t
of t.x Cincludlng dl.count 01'" Intlr..t) .. .hawn on thl. Hatlc. au.t obJlct ..Ithln .Ixty (60) d.y. of r~.lpt of
thh NaUca bYI
--..ritten prota.t to tha PA O.p.rtaent of R.venu., Bo.rd of Appa.l., Oapt. 211021, Harrl.burg, PA 17121-1021, OR
.-.llctlon to h.v. tha ..tt.r d.t.ralned at audit of tI'M ICCount of the p.r.onal repra.antatlv., OR
--appl.l to tM Orphan." Court.
ADHIH
ISTHATlVE
CORRECTIONS I
Faatual arror. dl.cov.rld an thl. .......ent .hould b. addrl..ld In writing tal PA n.partaent of R.vanua,
BurllU of Indlvldu.l Tax.., ATTHI Po.t A.,.,.aant R.vl... Unit, D.pt. 210601, Harrl.burg, PA 17121-0601
Phon. (717) 7.7-6505. SI. peal 3 of the bookllt "In.tructlon. for Inh.rltanc. Tlx R.turn far. R..ldant
O~adant" CREV-ISDI) for an .xplanatlon of .~lnl.tr.tlv.IY corrlctabl. .rror..
If any tax due I. p.ld within thrl. (3) c.llndar aonth. aft.r the d.c.dant.. d..th, . flvl p.rcant C5~) dl.count of
the t.x paid h .Uowed.
Int.r..t i. cha,aad blalnnlng with flr.t dlY of d.llnquency, or nine (9) eonth. and one (I) dlY f,oe tM dlta 0'
d..th, to the dlt. of p.~t. Tlx., ~Ich b~... d.linquent blforl January 1, 19.2 ba.1'" Int.r..t .t the 'ata 0'
.ix (6~) parcant p., ~ c.lcul.tad .t a dally rat. of .000164. All tIX.I which baa... d.ll~t on ~ .,tll'"
J~I')I' 1, 1912 will b..r Int.,..t at . ratl Which will v.,y fl"''' c.land.r ya.1'" to c.lend.r YI.I'" with that ,ata
BnnOUnCad by the PA O.p.rt-.nt of R.v~. The appllcabl. Int.ra.t rata. for 19.2 through I'" al"'a,
OISCOI..WTI
INTEREST I
'!!!! In"r..t Rata 0.1l>> Intar..t Factor ~ Int.r..t Rat. DaUy Int.n.t 'IICltOI'"
1912 ..~ .00054. 1917 .~ .GOOZ47
1913 16~ .0GOn. 19..-1991 11~ .GOnn
19.. 11~ .aaUGl 1992 .~ .000n7
1915 In .000356 1 "3~ 1994 7~ .oooln
I... 10~ .000274 1"5-1996 .~ .OUZU
--Int.rast h calculatad u foU OWIl
INTEREST a BALANCE OF TAX UNPAIO X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. i..ued .ftar tha ta. baco... d.llnquent will rlfl.ct an Int.r..t calcul.tlnn to flftean Cll) day.
b.yand the d.ta of tha ......eant. If pav-ant I. aade aft.1'" the Intlr..t c.-put.tlon d.ta shown on tI'M
Hotlea, eddltlan.l Jnt.r..t au.t be c.lculat.d.
~~
UV.I.,01.IU'j
*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT Of REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG. PA 17128.0601
DECEOENT'S ~AME
filE NUM8ER
1I00ve r f:i", II.
2195-0395
ACN
101
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
For\iar<y!L~9. .1'()~..t ..AS.S~.s6."'ent.R.eyiew. \In.! t.. Cor p.osB1lJl". adJ'!!JtCltl'!~!!.._, ....m.
\
\,
,
._."_._.,-._._._~._..- - -_...,-_...~_.~.' ..~~._-~._,.~_._._--_.~---_.-._.__._--_..~.- -
. ".. ..'- h" ..__.____._ ...~_. _~_.. ___"'-". ... -"--",' .._~.,."." .._....-~----.~-- -_..-- ---- ---.-.---... . --.
'.
__'__ _. ._ _...___ _._.__. AJ._._...... ___.___ __..".__ "__~'.'_'_"._'__'________'._"'].'._'_ ~...~ -" ..- --'. -~.- - .--.-- - .--..-
\
.----.:...
\
\
\
~ _. ~...__..__._.___ ~_____"r__._.. ...~~_., ~_ ..,' ,..'...--'._
,
...,.. '''-. -.... ~... "'--', ---."" ---...--~.~_. .--. ._...__......,._.__._---_._~~----.- ~_.
',~"
"
.. --'_." ~...~.-.-._.._--.-----~.~~~.~ ,.-..._- _.~-.--.7'-t'..- -_._..~.._-_.
. "~ ... ~\----- -~ _.~--, ._..:.~~..- ~ ~........ ~._~.;, .....~. ...-- -~._......'-~.. ~-~---_.._<_.- <"-_..;.:,.;.'~ -- - .-:-.--~~~~--~--~..__.~ ~ .. - - _.~ - .
. -'~~ ''';) :;
0i~;'1
,.~~_~ '''-':-." .._"..... .....__+_.__ _~._____. ...._..__n..".._~ _~._~~___~_~_..~'__" ~ .....__~_._..~___~.___,_..__ .__r'-_~~~__ _..__.r'__'r'_' <.-
I
TAX EXAMINER:
Deborah WAshington
PAGE
-
,I';
;1,j}"";
'/{!;;.;
..,'
,
- 1'"\
Os t') .~~
"'5 N
~..~ C-
O"" ....8
Q l' c ' -
TJ ~' (";1'''0
en .!B ~ .ft', ,.
e tn L.t(n
8'6> ,,-',-
r":i. c5
~~ ~ ~~ ';
00
.,r
',i
/5: ,-:)$"' I
COHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTHENT
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
C.v
BUREtU OF INDIVIDUAL TAKES
IHHl~h"HC[ 1':.)( DIVISION
OEPI. ZII060l
tlARRISIIURG, PA 111:8.0601
09-20-96
HOOVER
05-11-95
21 95-0395
CUHBERLAND
101
JAMES B PANNEBAKER ESa
PANNEBAKER & JONES
4000 VINE ST
MIDDLETOWN PA 17057
A,.ount Ranlthd
f*
.n-I"III "'111'''1
KIM
M
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To insure proper credit to your account, subMit the upper portion of this forn with your t.~ payne"t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rifv=isiij-Ex--AFP--ioi-:9&i------.-.-iN-HERi-fANc:€-rA-i-RE-CORii-Aoj-usri1€NT--..-----------------------------
ESTATE OF HOOVER
KIM
M FILE NO. 21 95-0395
ACN 101
ADJUSTHENT BASED DN.
VALUE OF ESTATE:
1. R..I Est.t. (Schedule A) 11)
2. stocks and Bonds (Schedule OJ C2J
3. Clos.ly Held stock/Partnership Inter..t (Schedule C) (3)
4. Hortg.De./Not.. Rec.ivabl. (Schedule OJ (4)
5. C..h/Bank Deposit./Hi.c. Perlonal Property (Schedule E) (S)
6. Jointly Owned Property (Schedule FI (6)
7. Transfers (Schedule G) (7)
8. Total AI..t.
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expan.../Adniniatratlve COlt.,
Mile.llenaaUI Expan... (Schedule H) (9)
10. Dabl./Hortgage Liabiliti../Liens (Schedule I) CI0)
11. Tot.l Deduction.
12. Hat V.lue of raM R.turn
13. Charitable/Government.l aeque.t. (Schedule J)
14. Hat V.lue of eat.t. Subject to rax
TAX:
15. Anount of Lina 14 at Spousal rat. (15)
16. Anount of Lin. 14 ts.able at Line.l/CI... A rat. (16)
17. Anou"t of Lina 14 t.xabl. .t Coll.t.raI/CI... 8 rat. (17)
18. PrincIpal Tax Due
TAX CREDITS:
PAYHENT RECEIPT DISCDUNT ('1
DATE NUHBER INTEREST (-I
BOARD OF APPEALS REFUND
109.000.00
41.616.00
.00
.00
120.649.04
.00
.00
C81
20.188.85
87.952.19
CllI
U21
U31
U41
.OOK.OO'
163 .124.00 K. 06'
.00K.15'
U81
AHDUNT PAID
09-14-95
02-02-96
04-04-96
AA082134
REFUND
AA112707
.00
.00
1.42-
12,884.55
3.205.89-
718.93
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 09-20-96
271,265.04
108.141.04
163.124.00
.00
163.124.00
.00
9.787.44
.00
9.787.44
10 396.17
608.73CR
. DO
608.73CR
. IF PAID AFTER DATE IHOICATEO, SEE REVERSE (IF TDTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIDNAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREOn" CCRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
'.
PAVttEHTI
D''',h tho t.. .arU.n .1 thl. H.U" .nd ....11 .lth y.ur .....nt ..d. ....bl. .. tho n... .nd .ddr'"
p~lnt.d on the rev.r.. ,Ide.
.. Hok. chIck or eonlY order payable tal REGISTER OF WILLS, AGENT.
All ..y..n', r.,.I..d .h.11 b. ...Il.d Ilr.t t. .n. In..r..t .hl,h ... b. duo .l.h .n. r...lnd.r ...II.d t. tho t...
A refund of a taM crldlt, which wa. not requ..tld on thl 'ax Return, .ay ba rlqua.tld by co.plltlna an
....Il..tl.n I.r ..,und .1 ..nn..lv.nl. lnh.rlt.n,. .nd ....t. T.." 1...-1.1.1. ...,l...l.n. .r. .v.ll.bl. .t
tho DIll'. .1 tho ...l.t.r ., will.. .ny .1 .h. ,. ..v.nu. Dl.trl.. Off I..' .r fr.' tho e...rt..n'" "-h.ur
an,wlrlng .srvle. nuab.r. for for.' orderlnGI tn Plnnsvlvanla 1~aOD.S62.205D, out, Ida Pennsvlvanla
and within local Harrisburg ar.. (711) 7a7.aD9~, TOOl (717) 772-2252 (H..rlng tapalred only).
Ou..tl.n. r...rdln. .rr.r. ..nt.ln.d .n .hl. n..I.. .h.uld b. .ddr....d .., .. D...rt..nt .1 ..v.nu.. .ur..u
.1 IndlvldU.1 T..... 'TTH' ...t ........nt ..vl.. Unit. D..'. ,.0601. H.rrl.bur.... 171"-0601. .hDn.
(717) 767-6505.
REfUND (eA II
REPLY
TO'
DJSCOUNTI
II .ny t.. duo I. ..Id .Ithln thr.. I') ,.l.nd.r 'Dnth' .ft.r tho d...d.nt', d...h. . flv. ..r..nt 'S'I dl"Dunt
of thl tax paid h .llowed.
Th. IS' t.. .....ty nDn-..r'IDl...IDn ..n.I'y I. .D..u..d on .h. '0..1 01 .h. ... .nd In..r..' .......d. .nd not
paid before January la, 1996, thl flr.t day .ftlr thl and of thl tax ..n..tv period.
PENALTY I
INTEREST I
In..r..' I. .h.r..d b.. Inn In. .I.h Ilr" d.. of d.llnqu.n.y .r nln. '0' .Dn.h. .nd on. III d.y fro' ,h. d.'. 01
d...h '0 .h. d.'. of ..y..n.. T.,.' .hl,h b..... d.llnqu.n' b.fDr. J.nu.ry I. 10" b..r In..r..' .. .h. r.'. 01
.1. '6" ..r..nt ..r .nnu. ..I.ul.t.d .. . d.ll. r.'. of .00016'. .11 t.,.. vhl.h b..... d.'lnqu.nt on .nd .f'.,
J.nu.ry 1. 10" .111 b..r In..r..' .. . r.'. .hl,h .111 v.ry fro' ..,.nd., y..r '0 ..I.nd.r ...r .I.h .h.' r.'.
announced by thl PA alpart..nt of R.v.nue. The applicable lntere.t rate. for 198Z through 19'6 arel
~ tnterut Rat. DallY tnter..t Factor ~ tnt.rut Ratg DallY tnt.r..t Factor
1982 ZD~ .000548 1981 o. .OOOZ47
1983 16~ .ODDU8 1988.1991 II> .000501
1984 ll~ .000301 199Z O. .000247
1985 U~ .000356 1995~1994 7> .000192
1986 10~ .000274 1995.1996 O. .aoOZ47
"Inter..t ls ca1cu1at8d .. follo"'.l
INTEREST = BALANCE OF TAX UNPAID X NUNBER DF OAYS DELINQUENT X DAILY INTEREST FACTOR
~.AnY Notiu iuuad aft.r the tal( beco.U da11nquent ",Ill rsfl.ct an Intar.st calculatlon to flft..n (15) day.
bayond the data of tha ........nt. If pay..nt 1. aad. aft.r the Int.re.t co.put.tion date .hown on the
Hotlc., addltlon.l Intar..t su.t b. calculat.d.
BOARO OF APPEALS
OEPT ;'81021
HAH:1ISBURO. plllw'712B.t021
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PHONE: 717-7B3'36601
FAX: 717-7B7-7270
JAMES B PANNEBAKER ESe
PANNEBAKER AND JONES PC
4000 VINE ST
MIDDLETOWN PA 17057
IN RE PETITION OF:
ESTATE OF KIM M HOOVER
DOCKET NO.: 9609618
TAX TYPE: , INHERITANCE TAX
APPEAL TYPE 8EFUND
FILE NO.: 121 95-0395
ASSESSMENT NO.: 1101/
APPRAISEMENT: 01-02-96
PETITION FILED: 04.11-96
EXAMINER: WILLIAM J ZDRADZINSKI
MAILING DATE:
SEP 1 1 1996
DECISION AND ORDER
The Board finds that the Petitioner has supplied sufficient documentation to show
that the taxable value of Schedule A, Item 1, real estate situated at 1017 Hemlock Lane,
Enola, Pennsylvania should be reduced by $10,000.00.
Accordingly, It is hereby, Ordered, that the petition for refund is granted.
The Department Is hereby directed to reduce the taxable value of Schedule A,
Item 1, as appraised and assessed on January 2, 1996 from $119,000.00 to
$109,000.00. It is further, Ordered, that a.~dbe made of any resulting
overpayment, plus appropriate Interest.
FOR THE BOARD OF APPEALS
~~eJkJc
Jo eph R. Sleek, Member
Page 1 of 2
KIM M HOOVER
. . BOArd Docket No. 9609618
Page 2 of 2
ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE BOARD OF FINANCE AND
REVENUE, 132 FINANCE BUILDING, HARRISBURG, PA 17120, WITHIN NINETY (90) DAYS OFTHE
MAILING DATE OF THIS DECISION.
A CASH REFUND CHECK WILL BE MAILED TO THE ESTATE REPRESENTATIVE BY THE BUREAU
OF INDIVIDUAL TAXES.
IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATIVE FORMAT UNDER THE PROVISIONS
OF THE AMERICANS WITH DISABILITIES ACT OF 1990, CALL (717) 783-3664 OR TOO
(717) 772-1763 (HEARING IMPAIRED ONLY).
JN96:ck
./ i5--jS---1
ftUREAU OF INDIVIDUAL TAXES
INHERITANCE 'AX DIVISION
DEPT. 28060 I
HARRISBURG, PA 1712e-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
C".
1(....".. "..11.'"
JAMES B PANNEBAKER ESQ
PANNEBAKER 8 JONES
4000 VINE ST
MIDDLETOWN PA 17057
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-23-96
HOOVER
05-11-95
21 95-0395
CUMBERLAND
101
KIM
AJlaun t R..l t hd
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To in lure proper cr.dit to your .ccount, sub..!t the upper portion of this forn with your l.x p.y...nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
RW=ilocj'j"ix--AFP-ijii-.:9loY------.iiii-iNif€iiiTANCE"-f;.x-STAfEHE-tif-oF-iicciiu'Nf--ii..---------------------
ESTATE OF HOOVER KIM M FILE NO.21 95-0395 ACN 101 DATE 09-23-96
TNIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT DALANCE, AND, IF APPLICABLE,
A PRO~ECTEO INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 09-19-96
PRINCIPAL TAX DUE ,______
9.787.44
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
09-14-95
02-02-96
04-04-96
RECEIPT
NUMBER
AA082134
REFUND
AA112707
DISCOUNT (+)
INTEREST (-)
.00
.00
1. 42-
12,884.55
3,205.89-
718.93
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
10,396.17
608.73CR
.00
608.73CR
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADOITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 'I.
NO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. I
M
111 ..' .,
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,,",
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,
PAYHENTI
': J) ~.
~.t.Ch thl ~top por~ thh Notln and lub.U '11th yaur plw..ni ..d. pa...lbl. to thl n_. end addr...
prlntad on thl rlv",' ,Ida.
If RESIDENT DECEDENT aaka chick or IlOna... ord.r pIYlble tal REGISTER OF WILLS, AGEHT.
If NOH-RESIDENT DfCEDt"T ..k, chick or .onl'" order plyable tal COHHONWEAlTH OF PENNSVLVANIA.
All p.y..nt. recelv.d aha" bl appllld flut to any Int.r..' which ..... ba dUI wUh any n...nd., applied to thl t...
RUUHD (CAh A refund of I t.. credit, which wa. not r.qu..tld on thl Tax A.turn, ..... b, nqu,,'ad by co.platlng an
"Application far R.fund of Plnnnlvlnll Inh.rltlnu and htat. 'a.- (REV-UU). Application. .r. avallabla .t
thl Qfflcl af tM Rlglthr of Will., ."y of thl U RI",anu. all'rlct Offlc.. Dr fro. thl D.p.,...nt', ZIt.hour
....,,,.rlng .ervlel huaber. 'or for.. ord.rlt\il In P.nn.ylv."l. I.UO.S62a205D, out.ld. P'fV1.ylvanl.
IIftd within loul HarrhblJrg .r.. (71''' 7Ila809~, TOO' (1111 lUaUS! (H.lrlng IIIP.lr.d onlyl.
AEPLY TOI
Ou..tlonl r.g.rdlng .rror. cont.lned on thl, not Ie. .hoUld b. .ddr....d tal PA DIP.rt..nt a' R.venue, lur.eu
a' Indlvldu.l Taltll, ATTN' Po.t A.......nt Rnl." Unit, D.pt. 2'110601, H.rrlsburg, PA 11126-0601, phone
(7111 717-6505.
DISCOUNT I
l' anv t.1t dul I. p.ld within thr.. e)1 c.landlr lIonth. ,'t.r thl d.cad.nt'l d..th, . 'Iva parcant 15~1 discount
a' the tilt paid I. Illo.ed.
PENALTY I
Tha 15X t.. .ene.ty nonap.rtlclp.tlon p.nalty I. caaput.d an the tot.1 a' thl t.. and Inter..t .......d, .nd not
plld be for. Jlnu.rv la, 1996, the flr.t d.y Iftlr the .nd a' thl ta. aan..ty periOd.
INTEREST I
Int.,..t II chargtd bllllMlng with flnt dlV of d.lInqulncy, or nlnl I'll .onthl and on. Cl I dlY fro. the data of
dl.th, to the d.tl of Ply.,nt. T.It.. which blca.' d.llnquant before Janulrv I, 1982 b.ar Int.rl.t at the rlt. of
.1_ C6XI perclnt p.r ~. calculi tad at . dlllv rat. of .oDOI6~. All t.... which b.c... d.llnquent on and a'tlr
Januarv I, 19.2 ..UI b..r Intar..t at . rata which ..Ill ".rv fro. ul.ndar y..r to c.landar yllr ..lth that rata
announcld bv the PA Olp.rt..nt of RI".nu.. 'h. .ppllc.ble Int.r..t rat.. 'or 1982 through 1996 .r'l
V.., Intar..t bt. O.lh Intar..t factor V..r Int.r..t A.t. DallV 1nt.r..t f.ctor
1982 m .OODSU 1987 9X .OOO2~7
1.85 16X .000411 1916-1991 m .000501
1981t m .000)01 1992 'X .000241
1915 m .000:556 1995al99~ 7X .0001'2
1916 lOX . 00027~ 1995-1996 'X .000247
ulntar..t h calculltld a. 'allow"
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I"uld .ftlr the talt baco... dlllnqu.nt .111 r.fl.ct an Int.r.st c.lculatlon to flft..n II~I dlY'
b.yond the dlt. of th. ........"t. If ply..nt Is .Id. .fhr th. Inhralt coaputlUon dlte .hown on the
Notlc., .ddltlonll Intaralt IUlt b. c.lcul.t.d.
16 - 30-'- I
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~
-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. "D6Dl
I~RlSIURG. PA 111'1-0601
In.UIIII In CU,"I
JAHES B PANNEBAKER ESQ
PANNEBAKER 8 JONES
4000 VINE ST
HIDDLETOWN PA 17057
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-15-96
HOOVER
05-11-95
21 95-0395
CUHBERLAND
101
Allaunt R..Hted
KIM
H
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE~ To insure proper credit to your account, sub.it the upper portion of thl. for. with your t.x pay.ant.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEV :i61i7"Eic--AFP-ioY:96j------ii.ii-iiiiiiiiiTANi:'E-i';.if-sTii'fEIiENi'-OF-;.C-ciiuiif--iiiii--------------- ------
ESTATE OF HOOVER KIH M FILE NO.21 95-0395 ACN 101 DATE 10-15-96
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY 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. 09-19-96
PRINCIPAL TAX DUE., 9,787.44
PAYHENTS CTAX CREDITS).
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUHBER INTEREST C-)
09-14-95 AA082134 .00 12,884.55
02-02-96 REFUND .00 3,205.89-
04-04-96 AA1l2707 1. 42- 718.93
09-25-96 REFUND .00 608.73-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,787.44
.00
.00
.00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN '1,
NO PAYHEHr. IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
00
~~ .
I
J::-~
PA YltEHT I
DetKh the
printed on
top portion of thh NoUe. end ,utt.1t wUh your P8YHnt ..t. PBy.oh to thII "... end .dell:...
-.!
the rev.r.. .td..
If RESIDEH1' DECEDENT .... check Dr ItOMV ord.,. Plvabh tal REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT .... chKk Dr 110MV' orde,. payable tal COHHONWEAL TH OF PENNSYLVANIA.
All pIYMnh ncalved IhIIll be eppllitd flnt to MY Int.,...t which ..y t. ctu. wIth MY ,....lnde,. 1IIPP1Ied to u,. hll.
REfWCD (CRU A refund of . talC crltd1t, which .... not nquuted on the Tile Return, ..y be r.qu..tec:l by cupl.tlng Dn
"Appllcltlon far Refund of Penn.yl".... InherltBnCI end E.t.t. Tax" (REV-ISIS). Appllc.tlonl ara avlllBbl. .t
thl Office of the Regl,t.,. of Willi, eny of thl 23 R.v~ District OffiCI' Dr fr~ the 0.,.,.....".', 24-hour
"Iw.rlna ..rvlc. ~r. for for.. orderlngl In P~.ylYBnI. l-IOD-36Z-ZaSD, out,lde Penn,ylvants
end wIthin loce. Harrisburg er.. (717) 7.7-1094, TOni (717) 712-2ZS2 (H..rlna 1~.lred only).
REPLY TD.
au..Uon. r.gardlng .rrar. cantaln.d an thh naUc. 1hDu1d be IKIdr....d tal PA o.parbtent af R.vW1Utl, Buneu
of Individual t.x.., ATTH. po.t A.....-.nt Rlv1.w Unit, D.pt. 210601, Harrisburg, PA 11121-0601, phone
(117) 787-6505.
DISCDUlT.
If any t.x due I. paid within thr.. (3) calendar aantha .ft.r the dec.dent'. d.ath, . f1v. percent (5~) d1.count
of the t.. Plld I. .11owed.
PENAL TV.
The 15X t.. eane.ty non-partlclp.tlon ~lty I. c~t.d on the tot. 1 af the tax and Int.r..t .......d, and not
p.ld b.for. Janulry 11, 1996, thl f1r.t d.y .ft.r the Ind of thl ta. lenl.tv period.
INTEREST I
Int.r..t I. cheraed b.g1nnlng with f1r.t day of d.llnquency, or nine (,) aanth. end one (I) d.y froe the d.t. af
d1.th, to t~ det. of pay.-nt. T.... which bee... d.1lnquent b.far. Janu.ry 1, l,a2 bI.r Int.r..t It the rat. of
.1. (6X) p.rcent p.r annu. c,lcul.tld at , d.lly r.t. of .000164. All t"I' which ~ delinquent an and aft.r
Jenuary 1, 1912 will b.ar Int.r.at at . rat. which will v.ry frol callAdar y.ar to calendar y..r with that rat.
~Id by thl PA D.partlent of R.V8nU.. Th. appllclbl. Int.r..t r.t.. for 1912 through 1996 .r'l
V..r Int.r..t R.t. D.lly Int.r..t Foetor
v..,
Inter..t R.t.
DIlly Int.r..t Foctor
1912 ZOX .000541 1'17 .. .000247
1983 lOX .ooooa 1911-1991 11. .000301
I'" IIX .000301 I'" .. .000247
1915 UX .000356 199]-1'94 T.< .000192
I." lOX .000274 1995-1996 .. .000247
--Intlr..t I, ellculetld .. foll~'1
INTEREST = BALANCE OF TAX UNPAID X NVIlBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. "sued aU.r the tl. bleOlfl. d.llnquent will r.f1ltCt en Int.,..t ~lcu..tlon to flU.... US) dau
b.yond the d.t. af the ........"t. If p.y.."t Is .Ide Ifter the Int.,.at COllpUtlUon det. shown on tM
MoUe., eddltlDfWlI Int.r..t .....t be ca1cullted.
.,
STATUS REPORT UNDER RULE 6.12
Name of Decedent I J<,,,,, M.
Date of Deathl 5111 /qc:-
Will No. o tV c-
1-10 cJ t~u:.
Admin. No. Jq9~'- oo':)9S'"
Pursuant to Ruie 6.12 of the Supreme Court Orphans'
Court Rules, I report the follow.lng with respect to compietion of
the administration o( the above-captioned estatel
1. State whether administration ot the estate is completel
Yes X No
2. If the answp.r is tlo, state when the personal
representative reasonably believes that the administratIon will be
complete I
J. If the answer to No. 1 is Yes, state the following I
a. Did the personal representative file a final
account with the Court? Yes No X .
b. The separate Orphans' C'.Jurt No. (if any) (or
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? 'les)( No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel /l/~~-.lJh
,
N ~~
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o.!!l
O?~ - ,0
no 'J :-
3~ 0
'JC; \0 ,,;r~
.C .... - '"
oJ) 0' c..::J ffi
or:; Q c:
~.- _I CIJ
gg' ~ 8~
a: a:
Signat
.:TnM P. (J?-v;t.liL r31fK.Lt~
RtllwIi&ll!::e.,e t,'~. f! (.
Name (Please type or' print)
'f-ooe/ l'I;t.IE S17
nlliJO'E/e/.VIfJ ~4 17t:JS?
Address
QO.J. 9JLJI - /3 3' ~
'l'el. No.
(NAill rmt/ AMJ)
Cdpacity: Personal Representative
_)(.,Counsel for personal
, representative
nW-27
--
.
IN RE: ESTATE OF KIM HOOVER
Deceased
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
COUNTY CODE 1995-00395
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS that I the undersigned, Amy
L. Umholtz, formerly known as Amy L. Hoover, beneficiary of the
trust set up by my late mother Kim Hoover for my benefit naming
my aunt, Barbara Richards as trustee, being the sole heir of the
decedent, do hereby acknowledge that I have reviewed the first
and final account of my late mother, Kim Hoover's Estate dated
November 15, 1996 which shows $315,864.36 dollars have been
transferred to my aunt and my trustee, Barbara Richards on my
behalf. Therefore since the full residue of the estate has been
transferred to my aunt Barbara Richards, trustee, as set forth in
the first and final account above, I hereby intend to release my
uncle, Richard Hoover, as the Executor of my late mother, Kim
Hoover's, Estate.
IN CONSIDERATION of said full payment set forth above
by my uncle, Richard Hoover, as Executor to my aunt Barbara
Richards, as trustee, I therefore, the undersigned do hereby
release, remise, quit claim and forever discharge the said
Richard Hoover, Executor of the Estate of Kim Hoover of and from
all actions, suits, payments, accounts , reckonings, claims and
demands whatever for or by reason thereof, or any other account,
matter cause or thing whatever relating to the estate of the said
decedent.
"
.
, ,
AND the undersigned does hereby agree to indemnify and save
harmless the said Executor, to the extent of the full
distribution received, against any and all losses, damages,
costs, verdicts, jUdgments, awards and expenses which said
Executor may suffer, incur, be put to, payor layout by reason
of having made full distribution to the undersigned and agrees to
refund said distribution to the Executor upon receipt of such a
request from the Executor.
AND the undersigned does hereby release all real estate of
the decedent and of the said Executor from all liens, claims,
actions, suits, payments, accounts, reckonings and demands
whatever for or by reason thereof, or of any other account,
matter, cost or thing, whatsoever.
It is the intention of the undersigned to be legally bound
by this instrument .
IN WITNESS WHEREOF, the
instrument to be executed on the
und~rsigned hq~ caused this
/71'/ ,o,?CI R.lnDer
'-;I' "I day of tle"ll!llllber, 1996.
WITNESS:
~~p OmAf
a-rY'-',,~x. ~&nho dj
AMY L. UMHOLTZ
ctr.umholrel
#14245
~<'-fi Jzf. WoCV-e.Jv
a/k/a AMY L. HOOVER
....,..."
.
)
.
FIRST AND FINAL ACCOUNT OF
RICHARD HOOVBR, BXBCUTOR FOR
THB BSTATB OF KIK K. HOOVBR, DBCBASBD
CUMBBRLAND COUNTY - CODE NO. 1995-00395
Date of Death: 5/11/95
Date of Executor's Appointment:
5/23/96
The Estate advertisements were in the following pUblications
on the following dates:
A. Cumberland Law Journal:
June 9. 1995
June 16.1995
June 23. 1995
B. The sentinel:
June 5. 1995
June 12. 1995
June 19. 1995
Accounting for the Period:
November 15. 1996.
From
Mav 19. 1995
to
purpose of Account: Richard Hoover. Executor offers this account to
acquaint interested parties with the transactions that have
occurred during his administration.
The Accountant also indicates the proposed distribution
It is important that the account be carefully examined.
Requests for additional information or questions or objections can
be discussed with:
James B. Pannebaker, counsel
Pannebaker & Jones, P.C.
4000 Vine street
Middletown, PA 17057
(717) 944-1333
File No. 14245
1
..." ',.
.
,
SUMMARY OF ACCOUNT
PrinoiDal ReoeiDts
Reoeipts/Assets
Add: Inoome/Interest & Dividends
Total Assets
$415,375.31
+8.813.51
$424,188.82
Less Disbursements:
Debts of the Deoedent
Administration Expenses
Federal and state Taxed
Funeral Expenses
Fees
$63,633.70
1,062.03
13,886.48
14,281. 00
15.461.25
Total DiSbursements
-108.324.46
Balanoe Before Distributions/Transfers
$315,864.36
Transfers
Barbara Riohards, Trustee
-250.808.00
Balanoe to be Distributed to Barbara
Riohards, Trustee for Amy Umholtz
65.056.36
2
.
.
.
.
RECEIPTS OF PRINCIPAL
Assets Listed In Inventory:
(valued as of Date of Death):
1. United Concordia Paycheck
2. United Concordia Paycheck
3. united concordia paycheck
4. US savings Bonds
5. PPG Industries, Inc. stock Dividends
6. DOT Co.
7. Pa. Blue Shield Voluntary Investment
Plan
8. Blue Shield payment for Urological
Assoc. of Lancaster
9. DOT Co. 43973647
10. US savings Bonds
11. Kelly S. Lippy - '89 Cavalier
12. Refund of lnsurance Premium, Erie
Ins. company
13. Pa. Blue Shield reimbursement for
Lancaster orthopedic & surgical Assoc.
of Lancaster
14. Brickers Auction (personal property)
15. Proceeds of survival action by Richard
Hoover, Executor of the Estate of
Kim M. Hoover
16. PPG Industries, Inc. (544 Shares common
Stock @ 38.25/Share
3
..
.,.
Value
$ 574.89
994.22
2,473.65
876.08
315.52
5,255.77
28,970.54
100.00
802.73
457.44
3,300.00
291. 00
275.00
1,030.00
74,932.20
20,808.00
_.__. -_..,,~-~ .".-.i.___....-,.~"._._............___~._~....--._.~"~ .-
...-.,<...'''..'.....'...-.'<'\o."I'.,;.''''''.."e;.-'.".'-'.'..-.'..'.
.
,
.
.
..
"
17. Real Estate at 1017 Hemlock Lane,
Enola, PA (Appraised value $119,000.00
less principal due on Mortgage
$52,826.79)
Total Inventory
66,173.21
$207,630.25
9/11/96
ADJUSTMENTS TO INVENTORY
Real Estate Property -
Actual Sales Proceeds
Less: Mortgage Payoff
Net Proceeds
Less: Estimated Real Estate
Valued at 0.0.0.
$108,900.00
- 51.263.38
$ 57,636.62
- 66.173.21
Net Inventory Value Reduction
Total Adjusted Inventory
8.536.59
$199,093.66
4
~
.
.
RECEIPTS SUBSEOUENT TO INVENTORY
6/19/95
Erie Insurance Group - Funeral Death Benefits
6/27/95
Erie Insurance Group - 1st party Accidental
Death Benefits
6/30/95
ITT Hartford Life Ins.-Blue Cross/Blue Shield,
Life Insurance Proceeds
7/17/95
Neil Funeral Home - Refund, Robert & Kim Hoover
7/28/95
Keystone Ins. Co. - American Automobile Assn.,
Life, Death Benefit
9/20/95
Brickers Auction - Proceeds from Sales
10/3/95
PA Blue Shield - compensation Benefit
10/10/95
Robert Hoover - Repayment of Loan
10/12/95
Banc Boston Mortgage corp. - Refund of Escrow
to Mortgagor
1/21/96
John M. Butensky - Rent Deposit
2/7/96
John M. Butensky - Rent, February
2/20/96
PA. Dept. of Revenue - Refund if Inheritance
Tax Return
5
'.
.,
$ 1,500.00
5,000.00
172,000.00
100.00
1,000.00
3,274.25
160.00
12,500.00
136.88
700.00
700.00
3,205.09
.
.
.
.
.
.
..
.
.
2/26/96
Erie Ins. Group - Refund on Cancelled
H/O Ins. policy
17.00
3/1/96
Neil Funeral Home - Refund of Robert
Hoover Funeral
6,539.00
3/11/96
John Golden - purchase of Estate Personal
Property
308.00
3/22/96
John M. Butensky - March Rent
700.00
4/3/96
John M. Butensky - April Rent
700.00
4/16/96
Internal Revenue Service - Refund, 1995
personal Income
Tax Return
2,022.00
4/18/96
Jack Gaughen Realtor - partial Refund of
Buyers Escrow Deposit
1,300.00
5/7/96
Banc Boston Mortgage Co. - Refund of Escrow
Account
345.65
9/23/96
capital Region and Transfer - Refund
of (96-97) School Taxes
10/7/96
FA Dept. of Revenue - Refund of Inheritance
Taxes pd
1,265.73
624.21
10/7 /96
Homeside Lending Inc. - Refund of Remaining
Escrow Account Balance
1,011.67
10/11/96
PA. American Water Co. - Refund, Water service
8.38
6
~ '
DEBTS
6/19/95
correspondence Management Inc. -
Lancaster General Hospital Medical Records
$ 103.00
6/19/95
Erie Ins. Group - Auto policy
399.00
6/19/95
Boscov's - Payoff charge Acct.
609.47
6/19/95
First Card - Payoff charge Acct.
1,361.74
6/22/95
Banc Boston Mortgage Co - June Mortgage
816.16
6/22/95
Banc Boston Mortgage Co. - July Mortgage
784.26
6/26/95
Commonwealth of PA - State Police
Photographic Labatory, (3X5) Photos
218.84
6/28/95
Fine Art Photo - (8x10) Photo of Car
27.67
6/28/95
PP&L Co. - Electric Service to 6/20/95
23.99
7/17/95
Urological Associates of Lancaster - Prof.
Medical Services
100.00
7/17/95
East Pennsboro Twp. - Sewer/Trash Removal
87.75
7/17/95
Banc Boston Mortgage Co. - August Mortgage
784.26
7/19/95
PA American Water Works - utility services
to 7/5/95
9.49
8
,
.
.
.
" ., "
7/19/95
Bell Atlantic - Phone Services
$
22.69
7/25/96
Conrad M. siegel, Inc. - Actuarial services
800.00
7/26/95
D.E. Kauffman - Title Report
50.00
8/2/95
PP&L Co. - Electric service
26.93
8/2/95
Estate of Robert Hoover - To Payoff Truck
12,500.00
8/11/95
PA American Water Co. - Water services
to 8/2/95
8/31/95
Banc Boston Mortgage Co. - Mortgage September
8.90
784.26
8/31/95
Pannebaker & Jones, P.C. Estate Plan and Costs
for: Amy Lynn Hoover -
787.26
8/31/95
PP&L Co. - Electric service
8.72
9/16/95
Lancaster orthopedic Group, Inc.-
Prof. Medical Services
65.00
9/16/95
Surgical Associates of Lancaster
210.00
9/15/95
Banc Boston Mortgage Corp. -
Mortgage, October
784.26
9/15/95
PA American Water Co. - utility service
8.63
9/20/95
Brickers Auction - Sales commission
1,090.25
9
. .. _......_~.._......-.,.,.;,~......."""..._.~~".
. .
... f '1
10/2/95
Mette, Evans & woodside - Prof. Services
1,284.00
10/10/96
pannebaker & Jones, P.c.-survival Action
Attorney Fees
18,733.05
10/12/95
Bane Boston Mortgage corp. - Nov. Mortgage
785.09
10/12/95
East Pennsboro Twp. - Sewer and Trash service
87.78
10/23/95
PA American Water Co.- Water Service
8.35
10/23/95
Pannebaker & Jones,P.C. - Fee for Amy L.
Hoover, Letter/Estate Plan
18.00
11/18/95
PP&L Co. - Electric service PIE 10/19/95
11. 81
11/1/95
Dr. Daniel Good, - Prof. Medical Service
160.00
11/22/95
PA. American Water Co. Water service to 11/2/96 8.76
11/22/95
Bane Boston Mortgage corp. - Mortgage Dec.
785.09
11/22/95
P.P.&L Co. - Electric service to 11/16/96
63.21
12/14/95
Bane Boston Mortgager Corp. - Mortgage Jan.
785.09
12/18/95
PA. American Water Co. - Water service
8.50
12/27/95
PP&L Co. - Electric service
114.02
1/11/96
PP&L Co. - Electric Service
39.56
10
.
.
. .
1/11/96
American Water Co. - Water service
1/22/96
East pennsboro Twp. - Sewer and Trash Service
2/1/96
Banc Boston Mortgage Co. - Feb. Mortgage
2/15/96
PA Water Co. - Water Service
2/15/96
Lancaster Orthopedic Group, Inc. - Prof. Medical
Service
3/1/96
Banc Boston Mortgage corp. - March Mortgage
3/1/96
H&R Block - preparation of 1995 Tax
Returns, state & Federal
3/11/96
Alicia D. stine, Treasurer - Real Estate
Taxes for East Pennsboro Township
3/18/96
Dodge Insurance Inc. - Lititz Mutual
Home Insurance pOlicy, (3/20/96-3/20/97)
3/29/96
Banc Boston Mortgage Co. - April Mortgage
4/1/96
PA American Water Co. - Water service
4/4/96
East Pennsboro Twp. - Sewer Service
4/5/96
PA American Water Co. - Water service
4/18/96
Banc Boston Mortgage Co. - May Mortgage
11
, ,
34.60
87.72
785.09
4.34
185.00
785.09
123.00
345.62
422.00
785.09
25.98
87.75
53.20
785.09
~-::~~"~~-"~-_"""'.~"l'""P"."'''''''h''''' ....,.,....,..,.~"~"..,-OjH'_.I_.~""~...~...:./.....,.."'c.".,.
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. .
5/29/96
Bane Boston Mortgage Co. - June Mortgage
785.09
5/30/96
PP&L Co. - Electric Service
7.47
6/11/96
PA American Water Co. - Water service
9.77*
6/24/96
PP&L Co. - Electric service 6/17/96
8.05
7/2/96
Bane Boston Mortgage Co. - July Mortgage
785.09
7/5/96
PP&L Co. - Electric service
4.26
7/15/96
PA American Water Co. - Water service
8.63
7/15/96
East pennsboro Twp. - Sewer and Trash
87.75
7/29/96
Homeside Lending, Inc, - Mortgage, August
821. 03
7/31/96
PP&L Co. - Electric Service, July
5.64
8/9/96
PA american Water Co. - July Water Service
8.38
8/28/96
PP&L - Electric service, Aug. 22
10.58
8/31/96
Homeside Lending, Inc. - Sept. Mortgage
821.03
9/9/96
PA American Water Co. - Water Service, Sept.4
8.38
9/17/96
PP&L Co. - Electric service, Final
8.22
12
. .
9/17/96
PA American Water Co. - Water
Service, Aug.
9/30/96
Melon Bank - Checking Acct.,
Service Charge
9/11/96
C.M. Detweiler, Inc. - Real Estate
Sales Commission
9/11/96
Remax Realty Assoc's Inc. - Real Estate
Sales commission
9/11/96
Mark Hilbert Appraisals - Inspection Fee
9/11/96
Barnett Mortgage Co. - Tax Service Fee
9/11/96
Barnett Mortgage Co. - Document Prep. Fee
9/11/96
Capital region Land Transfer, Inc. -
Fee
9/11/96
Notary Fee
9/11/96
Capital region Land Transfer, Inc. -
Express Mail
9/11/96
Recorder of Deeds - Deed
9/11/96
Capital Region Land Transfer, Inc. -
Satisfaction Fee
9/11/96
Bower Pest Control - Pest Inspection
13
. ,
10.34
4.00
$3,639.00
3,689.00
65.00
81. 00
149.00
35.00
6.00
15.00
1,089.00
25.00
30.00
~-t"'~"~~7- ~...,~:
."... .....-....--..--...... ,-~.:
, \,
.
. .
" .
..
9/11/96
Alicia D. stine - 1996-1997 School Tax
1,265.73
9/11/96
Tim Xollen - Repairs
264.86
9/25/96
PP&L Co. - Electric Service
Total Debts
11. 99
$63.633.70
INCOME EARNED
INTEREST
4/18/96 .Mellon Bank, CDI 00234511
4/18/96 Mellon Bank, CDI 00188942
10/31/96 Mellon Bank - Estate
Checking Account
I 000-258-3292
From: 6/1/95 To: 5/31/96
From: 6/1/96 To: 10/31/96
$2,084.51
5,491.40
681.03
230.17
Total Interest Income
. $8,487.11
DIVIDENDS
9/15/95 P.P.G Industries, Inc.
326.40
Total Interest and Dividend Income
$ 8.813.51
14
'. '
.
.
.
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ADMINISTRATIVE EXPENSES
6/28/95
cumberland Law Journal-
Estate Advertising
$40.00
6/22/95
Mellon Bank - Estate Checks
50.86
7/17/95
The centinal - Estate Advertisement
68.84
9/15/95
Richard Hoover - Bank signature
Guarantee Fee
5.00
9/15/95
Register of Wills - Fee for
supplement Tax return
25.00
9/20/95
Register of Wills - Probate Fee
190.00
Sub-Total
$379.70
pannebaker & Jones, P.C. - Reimbursement
for Costs paid on Behalf of the Estate for:
6/14/95
Faxing to IRS - Phil. PA and
coping charges
Additional Death certificates
of Kim and Robert Hoover
10.50
30.00
7/18/95
Misc; zeroxing & Faxing charges
30.10
9/15/95
Misc; Zeroxing, Faxing, Mailing &
prothonotary Fees, File #14244
216.02
9/15/95
Misc; Zeroxing, Faxing, Mailing &
Prothonotary Fees, File #14244
131.40
15
. ,
.' .
.
. .
.. ,
10/23/95
Mise; Zeroxing Various Documents
5 sets, Including Bills, Deposits,
Insurance Records & Bank statements
48.30
10/23/95
Register of Wills - Filing Fee,
Cumberland County Inheritance
Tax Return
25.00
10/23/95
Airborne Express - Express Mail
Re: Hoover Negligence File
26.00
11/22/95
Mise; copying, Faxing, postage,
certified Mail
18.20
3/1/96
Mise; U.S Postage
1.24
3/1/96
Register of wills, Supplemental
Estate Inheritance Tax Return
15.00
3/18/96
Mise; Faxing and copying
6.50
5/30/96
Mise; u.s. postage and Faxing charges 12.52
6/26/96
Faxing to Dodge Insurance Co. 1.50
9/27/96
Faxing services to Remax
Real Estate and Bennet
Mortgage Co. Re:Settlement 11.50
16
(~"'"""~
.
.
,
.
. .
. .
, ,
.
.
11/15/96
Register of wills - Filing Fee,
Receipt and Releases, 1st and Final
Accounting. Zeroxing of Fiduciary
Tax Return, 1st and Final Accounting,
Receipt and Releases, and status
Report. 98.55
Total P & J, P.C. Reimbursement 682.33
Gross Total Administrative Expenses $ 1.062.03
17
... ,
FEDERAL AND STATE TAXES
3/1/96
PA. Dept. of Revenue - 1995 State
Income Tax Return (Kim)
$36.00
3/1/96
PA. Dept. of Revenue - 1995 State
Income Tax Return
1.00
9/13/96
Register of Wills - cumberland County
Inheritance Tax Return 12,884.55
4/3/96
Register of Wills - supplemental
Inheritance Tax Return 718.93
11/11/96
PA Dept of Revenue - 1995,
(6/1/95 to 5/31/96), Fiduciary
Income Tax Return
240.00
11/12/96
PA Dept. of Revenue - 1996
(6/1/96 to 10/30/96), Fiduciary
Income Tax Return
6.00
Total Federal and State Taxes
$13.886.48
18
.
.
.
'. .
... .....
FUNERAL EXPENSES
6/28/95
Neil Funeral Home
Kim Hoover, Funeral & Equipment
Services
Robert Hoover, Funeral & Equipment
Services
4/3/96
Rice Memorial Works - Headstone
Total Funeral Expenses
~
4/3/96
Richard Hoover - Executors
Progress Fee
11/15/96
Richard Hoover - Balance of
Executors Fee
10/30/96
Pannebaker & Jones, P.C.
Attorneys Fee for the Estate
Total Fees
TRUSTS TRANSFERS
$5,990.00
6,589.00
1. 702.00
$14.281. 00
$ 9,813.71
5,647.54
$
0.00
$15.461.25
4/18/96
Barbara Richards, Trustee - Cash
Barbara Richards, Trustee - PPG Industries,
Inc. (544 Shares, Common stock at 38.25
Per Share)
Total Transfers
19
",,",,-"i~~.__,,__.._.,..
. , ""':~,"r_"""d?~-.;.l"!~""'''';''''''''''''''''''~'''''''''''''''''A.''''._''''-_"""
$230,000.00
20,808.00
$250.808.00
, .
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ESTATE OF KIM M. HOOVER
PROPOSED DISTRIBUTION
Cash-----$65.056.36
SCHEDULE OF DISTRIBUTION
Beneficiarv
Relationshic
* Amy Lynn (Hoover) Umholtz
* To Be Distributed To:
Barbara Richards, Trustee
Total for Distribution
Daughter
'I
20
"., .....
Amount
of Share
$65,056.36
$65.056.36
. "
'. .
..
'"
<to .,,- ,
IN THE ORPHAN'S COURT
IN AND FOR THE COUNTY OF CUMBERLAND
AND STATE OF PENNSYLVANIA
ESTATE OF KIM M. HOOVER DECEASED
No. 1995-00395, Year of 1995
CERTIFICATE OF MEMBER OF BAR
AND NOW, TO WIT, THIS 12th Day of November, 1996 THIS IS TO
CERTIFY that the undersigned James B. Pannebaker, a practicing
attorney and a member of Bar of Orphan's Court of Dauphin county,
pennsylvania, being familiar with the administration of the above
captioned estate and having examined the items of credit and debit
set forth and contained in the foregoing First and Final Account of
Kim M. Hoover of the estate of Kim M. Hoover, Deceased, certifies
that according to his knowledge, information and belief. all such
items are true and correct without any exception whatsoever.
James nebaker, Esquire
4000 ne Street
Middletown, PA 17057
(717) 944-1333
21
, ..
. ..
"
-
~ "'"
,
.
.
DBCLARATION OF EXECUTOR
Richard Hoover, Executor of the Estate of Kim M. Hoover,
deceased hereby declares under oath [penalties of perjury] that he
has fully and faithfully discharged the duties of his office; that
the foregoing First and Final Account is true and correct and fully
discloses all significant transactions occurring during the
accounting period; that all known claims against the estate have
been fully paid in full; that, to his knowledge, there are no
claims now outstanding against the Estate; and that all taxes
presently due from the estate have been p
'"
Ri hard Hoover, Executor
of the Estate of Kim M. Hoover
ubscribed to
, this ? r<.
, 1996
(.
. . .
,
Public
li01AQIAL SEAL
ES'lRlnr.ION A. tOLU:iGA, lIotary PuUltc
Mlddleto.n PA. Oauphln Co,nty
M) Commission [,plre, Hay 7. 1996
JBP/slw HOV.1st
:14245
22
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.:!/ -lfS-Yll.;
,
.
Ik
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'97 ;:,jJ~ 21\ '.~~l :j9
Ck
CI!
This receipt, release, approval of account and indemnity
agreement (hereinafter called the "Release") is given this ,710 day
of ~/7Vj;--CJ/1 , 1997, by Amy L. Umholtz, an adult individual
who resides at lA Southmont Drive, Enola, PA 17025, (hereinafter
called the "Beneficiary"), to and in favor of Barbara Richards,
as Trustee and Hershey Trust Company with its principal office
located at Hershey, Pennsylvania 17033, as Agent for the Trustee,
(hereJ.nafter called the "Fiduciary").
RECEIPT, RELEASE, APPROVAL OF
ACCOUNT AND INDEMNITY AGREEMENT
For the purpose of inducing the FiduCiary to make the
ctintribution described herein and intending to be legally bound,
the Beneficiary hereby represents, warrants, covenants and agrees
as follows:
1. l3.ackaround. A trust for the benefit of the Beneficiary
was created under the Will of Kim M. Hoover and Robert Hoover,
(both deceased). The beneficiary is entitled to the balance of
the trust upon attaining the age of twenty-one (21) years on
February 17, 1997. As the beneficiary, I request that the
a~nJ.nistration of the trust be completed by Release and that the
a~count not be filed for audit.
2. AQknowle~ent of ReceiDt and Release of Trust Company~
The Beneficiary acknowledges that on this day she has received of
and from the Fiduciary the balance, consisting of cash in the
.unount of Two Hundred Forty-Three Thousand, Seventy-Six Dollars and
'L'hirty-Four Cents ($243,076.34) and securities having a market
value of Olle Hundred Nineteen Thousand Eight Hundred Thirty-Five
Dnllars ($119,835.00) as indicated on page 6 Proposed Distributions
to the Beneficiary of the Fiducia~J's First and Final Account in
,~'ull paym\3nt and satisfaction of benefits to the Beneficiary
created under and by l'eason of the WJ.lla of Kim M. Hoover and
HODEu:t Hoover. In consideration of the foregoing distribution
heing made at this time, the Boneficiary releases absolutely and
discharges the Fiduciary and its representatives, successors and
assigns from any liability whatsoever in connection with both such
d.ir,tri.bution and the administration generally of the trust created
under the Wills of Kim H. Hoover and Rober.t Hoover (now deceased) to
~..hich thts distribution relates.
....,.....
3. Indemnitv Aareement. The Beneficiary agrees to indemnify
the Fiduciary and hold it harmless, to the extent of any funds or
assets received by the Beneficiary from the Fiduciary hereunder,
from and against the Beneficiary'S share of any and all liability
(including attorneys' fees and other costs or expenses of defense)
to which the Fiduciary may be subjected by reason of its
administration of the Kim M. Hoover and Robert Hoover T/U/W. In
connection with this Agreement, the Beneficiary agrees to:
(a) Refund or return, promptly upon the Fiduciary written
demand, any funds or assets distributed by the Fiduciary to the
Beneficiary, if the distribution thereof is determined at any time
to have been an erroneous or negligent distribution to the
Beneficiary, whether such error or negligence was or was claimed to
have been premised upon a mistake of law or of fact;
(bl Modify and displace any otherwise applicable period
limiting the time within which the Fiduciary's action to collect an
erroneous or negligent distribution must be commenced, so as to
provide that the Fiduciary need not commence an action to collect
an erroneous or negligent distribution to the Beneficiary until two
(2) years after such time as the Fiduciary shall have obtained
actual knowledge of such error or negligence.
4. Acoroval of Accountina. The Beneficiary has examined the
attached account of the Fiduciary and accepts and approves it as
being true, correct and complete in all particulars.
5. Miscellaneous. The construction, effect, validi ty and
performance of this Release shall be governed in all respects by
the internal substantive law of the Commonwealth of Pennsylvania.
The provisions of this Release shall be deemed severable in
the event that anyone or more thereof shall be deemed invalid or
unenforceable, with the effect that the remaining provisions shall
persist as if such invalid or unenforceable provision had never
been a part hereof.
This Release shall bind the Beneficiary and her heirs,
representatives, successors and assigns, together with any children
with respect to whom the Beneficiary is a natural guardian.
. "1
l'
R~"'-'T ....I .......'.,... of
t>",";... ,.1..._, .
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COURT OF COMMON PLEAS OF CUMBERLAND COUNl]( WH 24 '":7 :110
PENNSYLVANIA ORPHANS' COURT DIVISION
C'
"
CII,
FIRST AND FINAL ACCOUNT
For
KIM M. HOOVER T/U/w AND ROBERT HOOVER T/U/w
BARBARA RICHARDS, TRUSTEE
Stated by HERSHEY TRUST COMPANY, Agent for Trustee
Date of Trustee's first receipt
of funds
Date Amy Umholtz Hoover attained age 21
Account Stated for the Period
April 29, 1996
February 17, 1997
April 29, 1996
, to February 17,1997
Purpose of Account: Barbara Richards, Trustee, offers this account to acquaint Interested
parties with the transactions that have occurred during her administration of the trust.
It is Important that the account be carefully examined. Requests for additional Information
or questions or objections can be discussed with:
Barbara Richards, Trustee
160 Rebecca Drive
Duncannon,PA 17020
SUMMARY OF ACCOUNT
Fiduciary
Current Acquisition
Paga Value Value
Proposed Distributions to
Beneficiaries 6 $362,911.34 $352,950.34
Principal
Receipts 2 $355,618.99
Net Gain (or Loss) on Sales or
Other Dispositions 2 (250.00) 355,368.99
Less Disbursements:
General Disbursements 2 0.00
Fees 2 10,000.00 10,000.00
Balance before Distributions $345,368.99
Distributions to Beneficiaries 3 0.00
Transfers to Income 3 0.00
Principal Balance on Hand 3 345,368.99
For Information:
Investments Made 3
Changes In Investment Holding 3
Income
Receipts 4 $9,788.93
Less Disbursements 4 2,207.58
Balance Before Distributions 7,581.35
Distributions to Beneficiaries 4 0.00
Income Balance on Hand 5 7,581.35
Combined Balance on Hand - $352,950.34
1
RECEIPTS OF PRINCIPAL
BECEIPTS FROM ESTATE KI~..HO~~QE.CEASEO
4-29-96 Cash $230,000.00
544 shares PPG Industries, Inc. 20,808.00
12-13-96 Final distribution from the Estate of Kim M. Hoover 65,056.36 $315,864.36
BEC.EIEIS.EBOM..ESIA TE ROBERT HomlEILDECEASED
5-21-96 Cash 39,636.34
8-13-96 Balance of checking account from Robert Hoover
Estate 118.29 39,754.63
Total Receipts
$355,618.99~
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS
Gain Loss
12-20-96 Maturity $50,000 US Treasury Bill 12119i96
Net Proceeds $48,667.86
Fiduciary Acquisition Value 48,667.86 $0.00
1-10-97 Maturity $50,000 US Treasury BiII1/9i97
Net Proceeds 48,632.50
Fiduciary Acquisition Value 48,632.50 0.00
2-3-97
Maturity $40,000 US Treasury Notes 6.25% 1/31/97
Net Proceeds 40,000.00
Fiduciary Acquisition Value 40,250.00
(250.00)
Total Gains and Losses
Less Losses
$0.00
(250.00)
($250.00)
($250.00)
Net Gain
DISBURSEMENTS OF PRINCIPAL
General Disbursements
None
Fees
Barbara Richards, trustee fee
$10,000.00
$10,000.00
2
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
NONE
TRANSFER TO INCOME
None
PRINCIPAL BALANCE ON HAND
Current
Value
As of 2-17-97
FIducIary
AcquIsItion
Value
$40,000 US Treasury Notes 6.15% 2/28/91
$50,000 US Treasury Bill due 2/20/91
544 shares PPG Industries, Inc.
Cash and temporary Investments
$40,050.00
49,865.00
29,920.00
235,494.99
$40,362.50
48,103.50
20,808.00
235,494.99
$355.329.99
$345,368.99
INFORMATION SCHEDULE. PRINCIPAL
Investments Made
Units of Temporary Investment Fund were purchased or redeemed as
funds were available or required.
5-1-96
5-6-96
6-20-96
1-11-96
8-22-96
$40,250 US Treasury Noles 6.25% 1/31/97
$40,000 US Treasury Notes 6.15% 2/28/97
$50,000 US Treasury Bill due 12/19/96
$50,000 US Treasury Bill due 1/9/91
$50,000 US Treasury Bill due 2/20/97
$40,250.00
40,362.50
48,661.86
48,632.50
48,103.50
Changes In Investment Holdings
None
3
Interest
5-1-96
5-6-96
8-1-96
9-4-96
12-20-96
1-10-97
2-3.97
RECEIPTS OF INCOME
Accrued Interest purchased $40,000 US Treasury
Notes 6.25% 1/31/97
Accrued Interest purchased $40,000 US Treasury
Notes 6.75% 2/28/97
$40,000 US Treasury Notes 6.25% 1/31/97
$40,000 US Treasury Notes 6.75% 2/28/97
$50,000 US Treasury Bill due 12/19/96
$50,000 US Treasury Bill due 1/9/97
$40,000 US Treasury Notes 6.25% 1/31/97
($625.00)
(491.58)
1,250.00
1 ,350.00
1,332.14
1,367.50
1,250.00
$5,433.06
Interest from temporary Investment funds
1996 April
May
June
July
August
September
October
November
December
1997 January
66.04
749.11
738.14
480.85
348.38
201.74
207.02
202.05
475.87
886.67
4,355.87
Total Income Receipts
$9,788.93
DISBURSEMENTS OF INCOME
Hershey Trust Company, Agent's fee
$2,207.58
$2,207.58
NONE
DISTRIBUTIONS OF INCOME TO BENEFICIARIES
4
"
--".\,,~---,-,...~....._~
BALANCE OF INCOME ON HAND
Current
Value
As of 2-17.97
FIducIary
AcquIsition
Value
Cash and temporary Investments
$7,581.35
$7.581.35
.
,','-
-"
- 'c'
-~-~-
5
.\-11I14'
. .
'.
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Per Item VII C of Last Will and Testamant of Kim M. Hoover dated May 4, 1992:
Current Fiduciary
Value AcqulslUon
As of 2-17-97 Value
PRINCIPAL:
TO: Amy Hoover Umholtz
$40,000 US Treasury Notes 6.75% 2/28/97 $40,050.00 $40,362.50
$50,000 US Treasury Bill due 2120/97 49,865.00 48,703.50
544 shares PPG Industries, Inc. 29,920.00 20,808.00
Cash 235,494.99 235,494.99
Total PrincIpal $355,329.99 $345,368.99
INCOME:
TO: Amy Hoover Umholtz
Cash $7,581.35 $7,581.35
Total Income $7,581.35 $7,581.35
Combined Total , $362,911.34 $352.950.34
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BARBARA RICHARDS, Trustee under the Last Will and Testament of Kim M. Hoover and
Robert Hoover for the Benefit of AMY HOOVER UMHOLTZ, hereby declares under oath
that said Trustee has fully and faithfully discharged the duties of her office; that the
foregoing First and Final Account Is true and correct, and fully discloses all significant
transactions occurring during the accounting period; that all known claims against the trust
have been paid In full; that, to her knowledge, there are no claims now outstanding against
the trust; and that all taxes presently dua from the trust have been paid.
/J .2
K);1' I h,u) /iA"v/t It-L"'aJ
Barbara Richards, Trustee
Subscribed and sworn to
by BARBARArflCHARDS before
me this P< tJ day of
'r1.tn..l..J41, ,1997.
~1Y!. (~.44<-
Nota PUblic
Nolarlal 5001
Mary E. Lohmon. Nolary Publio
Corry lWp.. Cauphln Couoty
My Commlaaloo e,plros Nov. 23. 1999
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1".\.NNIIIDAKIUl ANlJ .JON1llH, I", C,
FOIlR 1110llMND VINE SFRHT
MIDDLt:TOWN. PF.NN5YI.VANIA 17057-3506
rELEMIONE
1I1-o.t,t.I:\33
nu.COfl[t\
117-{}44.4O().t
PmR k.IIENNINCEIl.JFl.
DONALD L.JOHU
IAMU B. MNNUAKEk
February 2, 1996
Ms. Mary C. Lewis
Register of wills
cumberland county
1 Courthouse square
Carlisle, PA 17013-3387
RE:
Estate of Kim
County Code:
Our File No.
M. Hoover
00395 1995
14245
Dear Ms. Lewis:
Please find enclosed three (3) sets of the Supplemental
Inheritance Tax Return for the above named estate. upon receipt,
please time stamp and return our file copy in the envelope
provided.
Thank you for your assistance.
Very truly yours,
~~A--
Legal Assistatft'
:dkm L020296
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