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Home My WebLink About95-00396 " , , '; - -: ,..:i," 'i.c<:,,:'" ,;" "'~'i.' ,. .' .' " c . .. c..... '" ,. ,.:;/' "", ,\ ' , ..' .,,' ",' , :,i)\t,';" ';:"'c" ,: .:: .>. .... , ' .~, rci, '..: .:: ':: .' ' ': c" ",;-,,: ',' ::',"::.; ,,:'. : .;'" . - ' " " ", " 'C',' : ..' "" ;," ,';: \";-',','::, ,":j:i''''~.' ',' . " ".~5.,:\..:::{'':', ;j;- , ",'C,', ";, ':','\. "mff~:\"':':" . " "":'" " ;':::" :t~ .0' (, 'L _ ' , . ,',A~';:::ii '. ".: :J.. - '," ',:,:< ',," ,,;,.;::::::::,'~": ~':; ",,}t',. .~<,:.~""; ',. ';',~:".-",,' " '.-:': ',.':, '_:, "1,',', ", : .'.... "',:",:" \-::~ ,7.,.:,\:;-'; i."'i';',\;;"" ",,', :;:;,',, " >\.> ''--i:i'' >":lf~r":':l;}:~ ' : . '> <:.'C';;,1 '," , ;;.t:!:.; (';- :: ;""'::'ti:;';"iCX~ . ::'<" .... ::;, ',"j" r;S~l':-;<:;';::{' ,.( ': :" ,'; 'I: ,., ,." r.'; >:~.- i.';, ~ " , , ..'<,,' (," ;~:d'< l~~:~t~~ :;if!~f " xi~t;~:,: "~ i~ i;'-, <'';: J~'_l), ~fj,~Y~~t}\~~ $~;:f,~ -/~, "\:jt1~~.~ ,j :,';"" " "".: >;,\:; ,;.-:,.,',! ::':',:~ ",,/. 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"" ;,.": ';'::';:-,1., '" , "T.~. };~~~~ /,',\ .:;ri~.: -",,'-,' ,.; ,r;,'" ;!:~l.;{;')~)?;:t,' l.:.:J." ~~;"',~ ;f~tt ~ ,'. .- '-'.,y :_::._';'!tiY1 , :,.,:.'. /T..,J.:. , ~~,-.;. ' .',,:,:: J <"''''L'",;;_~-,-.n..', ~'_~..~~"'3:~:':C-';;'''.~!' <.._"::"'1;,., .,'""" ,- " . CUHIIERI.ANIJ Register of Wills of Qal1pbifl County, Pennsylvania PETITION FOR GRANT OF LETTERS 1/ I Estate 0' No. d?/-tf5- .3"'l1.o Hobert lIonvt!r also known as NIl. . Deceased Social Security No. 177-42-4207 ."".........".-...,.....,.....,.....-.... .....,..",.. ICOMPLETE . A" OR "B" BELOW:I lJf A. Probate and Granl of Lellers and aver that PetilionerlsllS/.1l'<l<lhe execut~ named "'the Last Will of the Decedent, dated Mav 4. 1992 and eodieillsl dated Nt A .....'......."'_1_. ...._........It.l,........., 11& Excepl ell follow a, Ollcedenl did nOI marry. was nol divorced, and dId not have 8 child born ar adopted aft81 execution of Ihe documenls oUllted tor probate: wu nOI the victim at II killing end was never adjudlcatod l"compOlont: '-I " Q B. Grant of Lellers of Administration M'I,' .".1.... ,....._...... ....... _..... _......_... Petitioner!sl after a proper search hasfhave ascertained that neeedent lelt no Will and was survived bV Ihe follOWing spouse iii anvl and heirs: Name Relationship Residence :J 1Ioc II dlllonll shoerl I noco..orv. Decedent was domiciled at death In Cumberland ClojJI1lV, Pennsvlvanla, will1 h.sfher last familv or prinCipal residence at 1017 lIemlock Lane. J;nola, I'A IU2, ...I'.."I,'._.'...'...".......I-I~I Decedent. then ~ years of age, died May 11, 1995 at Lancaster County , -' 111............1 Decedenl 411 doalh owned property with estimaled values as follows: (II domiciled in PA, All personal properly .............................. $ lit nOI domiciled in PAl Personal property in Pennsylvania. . . . . . . . . , , . . . . . . . . , . . $ lit nol domiciled in PAl Personal properly in Counly . . . . . . . . . . . . . . . . . . . . . , . . . . , VDlue of reel estDee in Pennsylvania .................................,............., Tolal .. . . . . . . . . , .. . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . .. . '.' . . .'. . . , . , , . . S Real Ellate siluated as follows: 25,000 l:J.UUU 50.000 Wherefo,e. Pelitlone,es) respectfully requasHsl the probate 01 tha hIli Will and CodiciUsJ presented wilh thil Petltion and the g,onl ollette,. in the opp,op,iDle form 10 the undersigned: Typed or prineed nanle and resldence - Richard~. lIoover 405 Cassel Street Hnrysville, PI. 17053 Oath of Personal Representative Commonwealth of Pennsylvania County of )()1l~1tl: CUMBERLAND . The Petltlonerlsl above. named swear!sl and afllrm!slthatthe statements in the loregoing Petition are true and correct to the best 01 the knowledge and belief 01 Petltlonerlsl and that, as personal representatlvelsl 01 the Decedent, petitloner!s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed belore me this ~;;l- day 01.-- Q I 1/( . -J. ~tPfAa.t ~ I (ttry ~.f~~t '.D \.)1 ." '_.)U' .1. (I ilJl. 1""'\(') SCil DECREE OF REGISTER -". ~ Estate 01 Robert Hoover Deceased No. N f'o..J 21 - 95 -396 also known as N/A >'> m :-U' . . illh~ 1l.d995 Social Security No: 177-42-4207 Date of Death: AND NOW. MAY 23 , . 19J15-. in consid~ratlon of the petition on the reverse side hereon. satisfactory proof having been presented before me, IT IS DECREED that letters 10 Testamentary 0 of Administration It. 1 .. .11....; 1. ,........... .... ,~",."" ........".... ............ "........,...., 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 71l"t i? "''' I'" i9m (.';;, (j~,,~ Reolllll' af Will. I letters........................... $ BO.OO Short Certlficate!s).......... $ 30.00 Renunciation.................. $ Affidavit ( )................. $ Extra Pages ( )............ $ 12.00 Codlcil.......................... $ JCP Fee........................ $ 5.00. Inventory & Tax Forms... $ Other............................ $ Attorney: I.D. No: /7:Jtf~:--- ~;~ Pannebaker PANNEBAKER AND JONES. P.C. 09667 ,Address: 4000 Vine Street Middletown. PA 17057 TOTAL................ $ 1?7 nn Telephone: 717 944-1333 DATE FilED: Y /td<It.--L4JJ<.<"P rA.~t-,.rL,- /"''' /~? llW-7. Mailed letters and order to attorney on 5-23-95. (j..~f;:;f'- .>' /.2,;). ~ o 21 - 95 - 396 ('"'>. ..,....~.... I:) "'t::~ ::10.: " . \J..1 ,".:) n ~ ;:1 a; . .0 ;:'E 08 9.!:2 ,e.>o;:; ',.'::;':' "-,' ;:~il.0' '~ :u 't'l t.~ ....,..> o OJ &l <11 a: a:: ";",,;.". co ex: l:::l ~ .~ 'I " " . . . LAST WILL AND TBSTAHBNT I, ROBERT 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 KIM M. 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 Executrix 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 Executrix 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 wife, KIM, provided that she survives me by thirty (30) days. V If my wife, KIM, 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 VI over which I may have a power of appointment, to my daughter, AMY LYNN HOOVER, per etirpes, pursuant to the terms of the hereinafter included Trust. GUARDIANSHIP If my wife shall predecease me and my daughter, AMY, survives me and is under the age of eighteen (18) years, I appoint my sister, BARBARA RICHARDS, as the Guardian of the person of such child. VII TRUST If my wife 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 sister, BARBARA RICHARDS, as Trustee of the property that I 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 time, the Trustee shall apply all net income and principal of the Trust estate as follows: 1) 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. 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. 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. c. When my child reaches the age of twenty-one (21) years, 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 attacl~ent, 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. 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 dEleds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Trust. 3) 4) 5) To borrow money and to mortgage or pledge any real or personal property. 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 6) . ' , . ACItNOWLBDOBHBM'l' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . . ss. . . I, ROBERT HOOVER, Testator, 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. Ro-~ \~ ROBERT HOOVER Sworn or affirmed to and acknowledged before me by ROBERT HOOVER, Testator, this ,t;-rh day of InCl.! ' 1992. /?',II& 413/}I,iw'~ N~ary public NatIIioI Seal c.taF.El/dUlnShIl;!,.~~..., Mool..licobUIO BoIu, """,-- ~ ~., My Cornrl1isSion ExpIres AprIl. 1995 UFJ:DAVJ:T COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND : We, /l1urrJ R Vthl7'R.r.:lJ OJ and;? IJ1ar/(c-yf,orna:;J , the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his LAST WILL; that ROBERT HOOVER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to th best of our knowledge, the Testator was 3~~ time 18 years 0 or ooro, of s=nd oind and undor no oony~U fl < ' K~~--- Sworn or affirmed to and acknowledged before me this 1-/ -v-h day of /J'la V ' 1992. a,tllL 4 ~A~/~<di~ Notary PUblic _Seal CMa F. BnlI<8reI*8. Notary N*' Mec/lania:b.lfg BoIu, c.m.tird Colrily My co.,. ,_ E>JiruSAprll. 1995 RECEIVED FROM: D ACN ASSESSMENT f!I CONTROL ~ NUMBER . - .,. ... - ~...~. _. .- . ,.....~-------_....------------------------------------ ---- . _ . '_, ' ,,"',- '~"",t--.." -. d~~~~i:'~'?1!3, COMMOND~:~~~T ~~ :,~:~:YLVANIA ";'.'. ,," ".., OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ;'II-.lIt1'llI'I&..;1 .. I . AMOUNT ,- ,I PANNEBAKER JAMES B 4000 VINE ST lvl .l,t::1Ivu..,7 , _IO'DH'" '0'0"'" MIDDLETOWN, PA 170~7 ESTATE INfORMATION, I:t filE NUMBER ~ 21-199~-0396 ,'1:'1 NAME Of DECEDENT ,Iii V II DATE Of PAYMENT EJ POSTMARK DA E COUNTY saN 177-42-4207 IflRSTI (Mil . CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID REMARKS RICHARD HOOVER SEAL CHECK" 1001 RECEIVED BY REGISTER OF WILLS WILLS ;'~,f. -------:- ------ -,- --:--;-.--,--- -,---- --- -.- ---- -- --..:-"-,,.,.---:-,7- ~ ' , . J ", . . - " ..---. I'~' \., --.- .,-- _~LI -- .-.: ._. ., -...... -..... ._. -~--------~----------------------------------------- D 'AA 082147 COMMONWEALTH OF PENNSYLVANIA NO. , DEPARTMENT 0' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .' * 11__1162 ..(...., RECEIVED FROM: f3 ACN ASSESSMENT r;I CONTROL ~ NUMBER AMOUNT PANNEBAKER JAMES B 4000 VINE BT 101 .l,o~a.01 MIDDLETOWN, PA 170~7 ESTATE INFORMATION, 1:1I FILE NUMBER (,1 21-199~-0396 I!:'I NAME OF DECEDENT (LAST) 1;,1 HOOVER ROBERT I] DATE OF PAYMENT m POSTMARK DA E COUNTY SSN 177-42-4207 (FIRST) (MI) 'OIOHU:J I I I I I i I , i I \ I I I , _'010 HilI CUMBERLAND DATE OF DEATH REGISTER OF WILLS m TOTAL AMOUNT PAID .1 , 0~3 . 0 1 "a'~' ~~ e V . NA URE MARY C. LEW REGISTER OF WILLS REMARKS RICHARD HOOVER CIO JAMES B PANNEBAKER ESQ. CHECK4I 100 SEAL . . ~-_._------_'_-----,-..-- -- -_.~ --'---- -- -.- - ----- ---.---,- -"""';"'.- .., ." . , I '" . . ..__,A -~ .. -;-~_"---:-:---"""'-""~.H _ 4f<;;(,",,\ ...: \ RFV.,loo EX. 11.Q.1 ~ ",:SUI u"'''' w..'" =",,,,, u"'~ ..... .. .. .;,... wif; "''''' "'z 8~ /5.35--d- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ,fr,' .~~,Q. iJ ~ COMMONWEALfH Of PfNNSYlVANIA DEPARTMENf Of REVENUE OEPf.210b01 HARltISIURO. PA 17121.0601 DICIDINT" NAMlllA". flUf. AND MIDOll INitiAl) .... is fil u w '" DAn Of DIATH 5/11/95 II' A"U"'.III'UIVlVINQ ..-ouu', "'....Ill..". '1'" ..HI) "IDDIIIHII1All Hoover, Kim M. L:: FOR OATIS 0' DEATH AFTER 12/31/9\ CHECK HERE I' A SPOUSAL POVERTY CREDIT IS CLAIMED 0 ,ILE NUMBER 1995-00396 COUNTY CODE DtCEDINI':Io COM'LUt "DDIIU 1017 Hemlock Lane Eno1a, PA 17025 YEAR NUMBER DAn 0' IIIITH 9/10/51 CGUI'lI Cumbl!rlnnd AMOUNT IItttlVED (:Ion IN:IoTItUClION~1 03. OS. Remainder Relurn {for dale. of d,olh prior 10 12.13.82} Federal E.late Tax Relurn Required lID< 1. Orlglnol R.turn o 2. Suppl.m.nlal R.turn o 4. lImlt.d e.tale 0 40. future Interett Campraml.. (lor dol.. 01 d.o,h oh.r 12.12,B2) (K}c6. Decedent DI.d Testate 0 7. DlCed.nt Malnlalned a living Tru.' (Attach copy 0' Willi (Attach copy 0' Trull) ALL'CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. ' ,.: "':..' '.,':(' '. ..:;,- " NAMf J B P b k E i COMl'tttl MAIUNO ADDItUS ames . anne a er, squ re PANNEBAKER & JONES, p.e. 4000 Vine Street '" '" 5 '" t: .. ... ..., ... '" I, R.al E.,o'. ISch.dul. A) 2. Slack. and Bondi (Schedule B) 3. Closely Held Stock/Parfnenhlp Inlere" (Schedule C) 4. Mortgage, and Nole' Recei...oble (Schedule D) 5. Ca.h. Bon~ Depo.itl & Mlttelloneous Penonal Property (Sch.dul. E) 6. Jointly Owned Property (Schedul. f) 7, Tronlrm(Sch.dul. GI(Sch.dul. l) 8. Tolol Gran Ane" (10101 lines 1.7) 9. Funeral bpen.... Admlnistrall.... Ca.lt. Mittellaneou. Expen". (Schedule H) 1 O. Debit. Morlgoge lIabilitlet. liens (Schedule I) 11. Total Deduclion. (talalllnes 9 & 10) 12. Nel Value of E.tot. (line 8 minu. line 11) 13. Charitable and Governmental Beque.1t (Schedule J) U. Nel Value Sublect to Tax (Line 12 minus Une 131 15. Spou.al Tran.fen (for doles of dealh after 6.30.94) Se. In.tructlon. for Applicable Perc.nlage on Re....r.. Side. (Indude voluet from Schedule K or Schedule M.) 16. Amount of line 14 taxable at 6% role (Include ...oluet from Schedule K or Schedule M,) 17. Amount of line 14 toxoble at 15% rot. (Indude valulI from Schedule K or Schedule M.) 18. Principal lax due (Add lox from lines 15, 16 and 17.) 19. Credilt Spou.al Poverty Credit Prior Pa)'menlt + + 20. If line 1911 gr.oter Ihan line 18. enler the difference on line 20. This Is the OVERPAYMENT. aD 21. If line 18 It grealer than line 19. enter the difference on line 21. Thl. is Ihe TAX DUE. A. Enter the Inter..t on the balance due on line 21 A. B. Enter Ihe lotol of line 21 and 21 A on line 21 B. This is ,he BALANCE DUE. Make Check Payobl. tal R.gl...r of Willi, Ag.nt , " ~ ~ ,BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< Under penahle. af perlury. I declar. that I ho.... examined this reI urn. Including accompanying tth.dules and .Iolemenh, and 10 Ihe bO'1 of my ~now'edg. and belief. it il Irue, correct and compl.I.. I d.c1or. Ihol all roal eslolo ha. been roparlee allrue morllol ...alu.. D.c1orotlon of prop or., olher Ihan Ihe personal repunonlOllye i' ba.ed I Info motion af which I.parer ha. any ~nowlodgo. :IoIGN !If PI ON "U' ~I'l' 'lUNG ItflURN ADDRUS 405 e 1 DAn 112/."''''''--r.tL~_ asse Street t-.. _ L." ycndl1n. PA 170C;') P II RtPIIUtN'AUVt "DORUS In B P b k E i ,mes . nnnc n cr. squ rc tAKER & JONES. p.e. 4000 Vine Street, Middletown, PA 17057 z '" ~ .... '" .. :E '" u >< ... .... _ B. Totol Number of Saf, Depa.it Ba... o o o o 91.077.1\ (I) (2) (3) (4) (5) 16) (7) (9) 31.305.88 (101 29.755.01 (8)''11.077 11 (II) 61,060.89 (12) 30.016.22 (13) (141 (IS) (16) 30.016.22 (17) X._o x ,06 = 1.800.97 )( .15 I: 118) Di"ounl Inler..t (19) (201 Check here if yau arc raquasting a rofund of your ovorpayment. 1,800.97 121) (2IA) (21BI DAlE Act #48 of 1994 provide. for the reduction of the talC rate. Impo.ed on the net value of transfer. to or for the u.e of the .pou.e. The rate. a. pre.cribed by the .tatute will be: e 3% (.03) will be applicable for e.tat.. of decedents dying on or after 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for e.tate. of decedent. dying on or aftor 1/1/96 and beforo 1/1/97 e 1% (.01) will be applicable for e.tate. of decedent. dying on or after 1/1/97 and before 1/1/98 e Spou.al transfers occurring an 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 a transfer and: a. retain the use or Income af the property transferred, ....................................................... b. retain the right to designate who shall use the property transferred or its Income, ............... c. retain a reversionary Interest; or ................................................................................... d. receive the promise for life of either payments, benefits or care~ ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding )( death transfer property without receiving adequate consideration' If deoth occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'........ to.............. ...............0.................. ..... ........ to....... ............... .... 3. Old decedent own an 'in trust for', bank account at his or her deathL.................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. c:; " .':i UO . - . LAST WILL AND TBSTAMENT 0"1 , , ..- __M_~'" ----",} () - , , I( ICJ' ~ . . " -~ - - I .: I, ROBERT 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 .....' I ...\.il '. 1 vaM previously made by me. " " ''',' " " I I " I declare that I am ma~ried to KIM M. 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 .1 II' 1.1,:..1 ~ ;i, t after my death as is practicable by my Executrix out of my " . ..J 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 ~ ~: j . ...: .. ; . t I direct that all estate, succession, legacy, inheritance . ,. ~ ;' I' 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 Executrix 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. 'r IV : ~ l 'T' , . , 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 wife, KIM, provided that she survives me by thirty (30) days. V If my wife, KIM, 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 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 wife shall predecease me and my daughter, ,AMY, survives . .':. me and is under the age of eighteen (18) years';; :t'~ appoint my sister, BARBARA RICHARDS, as the Guardian of the person of suoh ohild. VII TRUST If my wife 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 sister, BARBARA RICHARDS, as Trustee of the property that I have given to my ohild. B. The Trust estate shall be administered until my child reaohes the age of twenty-one (21) years. Until that time, the :. U : ~ 'J.:- ,.-::...:: all net income and principal of the Trust ,.,',' Trustee shall apply estate as follows: 1) So long as my ohild 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 ohild at such times and in suoh 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. 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'childrenof'my deceased child, in such amount or amounts as the Trustee in his sole discretion may determine for support, welfare and maintenance. c. When my child reaches the age of twenty-one (21) years, ..Ill" . 3) 4) ,~ . , , " 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, a':'lI ,. 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 established by this Will, the Trustee, purposes of this Trust . . ~ .,' \'.: .:.t'..~" 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) '1'0 retain any property received by the Trust estate for as long as the Trustee considers it advisable. 2) '1'0 spend funus for the maintenance and repair of real property. i 3) '1'0 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. '1'0 execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Trust. '1'0 borrow money and to mortgage or pledge any real or personal property. 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 4) 5) 6) ~ to. , ,..:..- . reasonable oompensation administration of this Trust, exoeed five (5%) peroent of inoome. for not to annual 7) 8) To distribute property in kind. To do all other aots that are in his judgment neoessary or desirable for the proper management, investment and distribution of the Trust estate. .' .\ VIII I nominate, oonstitute and appoint my wife, KIM, as Exeoutrix of this LAST WILL, to serve without bond. If my wife is unable or unwilling to aot in that oapaoity, then I nominate, constitute and appoint my brother, RICHARD HOOVER, as Exeoutor of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, ROBERT HOOVER, have set my hand to this LAST WILL this 4 rh day of ;?1a. 'I ' 1992. R~\~ ROBERT HOOVER signed, sealed, published and deolared by the above-named ROBERT HOOVER, as and for his Last will and Testament,. ,in :the presenoe of us, who, at his request and in his presenoe, and in ,'the presenoe of eaoh other, have hereunto sub oribed our names, as witnesses. ' .~., . . RfY.1502 EX+ (12.151 . *' COMMONWEALTH O. PENNSYLVANIA INHUlltANCe TAX anURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE NUMBER 1995-00396 ESTATE OF HOOVER, ROBERT (Proparty lolnlly.ownod wUh RighI 01 Survivorship mu.I bo dl.clo.od on Schodulo FI All roolo.tato .hauld bo roportod at lair markot valuo which I. doflnod a. tho prlca al which proporty would bo oxchangod bolwoon 0 willing buy.. and a willing 1011... noUh.. bolng campollod to bu or ..U, both having rea.onable knowledge of the relevont fact.. ITEM NUMBER 1. VALUE AT DATE OF DEATH DESCRIPTION None S None TOTAL Also enter on line 1, Reea ItulotloM (II mor. space Is n..d.eI, Inser' additional she.ts alsome size.) \'V.UO' ". I....' * SCHEDULE B STOCKS AND BONDS COMMONWfAlTH O. 'fNNSYLYANIA INHUnANCE TAX AnURN IUIDEWT DECfDfNr ESTATE OF FILE NUMBER HOOVER, ROBERT 1995-00396 (All proportv lolntlv-ownod with Rlgh. 0' Survivorship mu.l bo dl.c1oud on Schodulo F.l ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. None TOTAL (Aho enter on line 2, Rica Itulatfon (IF more space 1. n.ed.d, ins.,t oc/elilione' she.', o( some size.) S None dy,.\sOllhIU7J .:ti!":~" -~ COMMONW!ALTH O' PENNSYLVANIA INHllnANCI TAX lnulN alSlDINT DICIDINT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plea.e Print or T e FILE NUMBER 1995-00396 ESTATE OF HOOVER. ROBERT (All property lolntly-ownld with thl Right of Survlvonhlp mUlt h. dl.c1o..d on Sch.dule '1 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DE<!\TH 1. Refund Dauphin Deposit Bank and Trust Company Life Insurance Refund I Settlement for the Survival Act by Richard Hoover. Executor! of the Estate of Robert Hoover I 74.932.20 COURT OF COMMON PLEAS OF I CUMBERLAND COUNTY. PENNSYLVANIA CIVIL ACTION - LAW i 144.91 2. RICHARD HOOVER. Executor of the Estate of Robert Hoover. Deceased and the Estate of Kim M. Hoover. Deceased No. 95-4605 Plaintiff v. WEAVER W. MARTIN and LEONARD H. MARTIN Defendants (See attached Court Settlement) 3. Ford Truck. 1994 16,000.00 TOTAL Also enter on line 5, R~co (AlIad, addlllonal OYa" )( 11" .hulllf mar. .pace II n..d.d,) 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; j" - 4 ft()~ ~t.~/..{"fr'- plaintiff v. . WEAVER W. MARTIN and LEONARD H. MARTIN Defendants . . AND NOW, this / ~ ORDER 1%-", b.. - .,,- Petition for Approval of Settlement day of , 1995, upon 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 following 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 - b. c. Damages recoverable for Robert Hoover, Deceased, under the Survival Act to the Estate of Robert Hoover in the amount of Damages recoverable for Kim M. Hoover, Deceased, under the Wrongful Death Act to Amy L. Hoover in the amount of Damages recoverable for Kim M. Hoover, Deceased, under the Survival Act to the Estate of Kim M. Hoover in the amount of Payment received from Erie Insurance Company under casualty 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 d. e. f. - 2 - ,.,., ~.,~ .,~--......, . $ 56,199.15 $224,796.59 $ 56,199.15 $ 37,500.00 $ 37,500.00 g. Reimbursement to Pannebaker and Jones, P. C. for out of pocket expenses in the amount of 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 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 TAUE COpy FF70'1 Rr;:CO I,~ TU'.l::t;>,jllj' ~hC(Aot I h6~'Ur.' I RD ar. 'IF. s':a' {<' ..o'd ;. ..0 Jet my h:llld Tlti. j~' "_I "o~at Carlisle, Pa. ~~/A-oto ~19Af~ PrllthonotMY BY THE COURT: $ 508.52 $ 93,750.00 $ 93,750.00 $ 25,000.00 /~/ E1~~. 13 /Ji'f :dkm HOOVERORDR 14244 - 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 . . . . - ~- . c:: . ...., . u.l . = . . v. WEAVER W. MARTIN and LEONARD H. MARTIN Defendants ~ ,__. L1I PETITION FOR APPROVAL OF SETTLEMENT: '- 0 I. '.::,n ~ Richard Hoover, as Executor of the Estates of Rob~r.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.e. 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 coots, the Plaintiff has a net recovery of from the above captionod coso of $280,995.74 for the Estate of Robert Hoover and $280,995.74 for thn Estate of Kim M. Hoover. The Estate of Robert Hoover will rooDivD from Erie Insurance company a net payment of $37,500.00 and tho 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 diotributad under the Wrongful Death Act to compensate Amy L. Hoover tor tho pecuniary loss she has sustained as a result of the loss of hor parents' contribution to her shelter, food, clothing, madicnl cnre, education, entertainment, gifts, recreation, etc. ^ report prepnred by Economist, Harry M. Leister, Jr., F.S.A. of Harriaburg, Dauphin county, Pennsylvania, attached as Exhibit "c", indicates thnt Robart Hoover wculd 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 tho 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 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 - 5 - . . 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 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 pannebaker 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 - 7 - $ 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. ~ annebaker ney for Plaintiff 4000 Vine street Middletown, PA 17057 (717) 944-J.333 I.D.' No. 09667 By: a...?-7-U~/7f. W~ Amy L. Hoover By:09~:A/o--- ~rd Hoover, Executor of the Estates of Robert Hoover and Kim M. Hoover TRUE COpy FROM RECORD lh Testimony whereof, I here unto sel my hand a~ s 01 sal at Carlisle, ~i"""- Thll d y . 19 I ~pj~oa~ - B - . . . . The above patit10n has bean raviewad and is approved on bahalf . of the DGtenaants, Weaver W. Hartin and Leonard H. Martin as presented: ATTORNEYS FOR THE DEFENDANTS: - ~ - . . : 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. a?~a{J. WtN!J~ Amy L. Hoover Sole surviving Heir 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. ~~~# Executor of the Estates of Robert and Kim M. Hoover sST/dkm HOOVERPET 14244 - 10 - I, , PANNEBAXER AND JONES, P.C. . r'.r Ir /t"1 CONTINGENT FEE CONTRAC::""J oj;!' /l,,~l"Ir I../O:W/!/f A m~~-- "ICNMCJ HoOI/.dP /l'xevrD,f 0': , CLIENT(S) ~J!lM7 /-1,;>""'1 hereby employes) PANNEBAKER AND JONES, P.C. as attorneys to fl/~I//vt~~ negotiate a settlement, institute, conduct, superintend and i7pv~flr~~ prosecute to final determination by suit or action, if a claim arising out of an accident or incident onlthe necessary, r;:... # II day ...,. of , 19~, against any person, firm or corporation /"l AV , who, may..in. the' judgment of our attorneys be responsible therefor, including Lc-c>NoIllf/J ;-1 Mp/17/N ,4</0 I;'~I/V/? .Lv $/7'1/' tho ~t 5",:,"rH Dr- ",/_,-:"I'"l?r c.~..,.."r)' ,/),.0" "/..y1 /)'}.IJ/? rl AI' r.1t1 A l"'.cCt:tt)J:",r /"I.KC" ,; TV U>r-<IfJY/p!\ INVESTIGATE l~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 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- 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. other 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 meqical 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.e. 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: ttO ~u!l .I' 'W '3..5 '"2 (a) TI.irLy \;lu'ee and one third (33-1/.i%) percent.of,gross amount if settlement is made' t'qfl~:~:'i~ ~ommencedl ,.'tl'f ,,~/3 r'h (b percent of the gross amount ~ ti?;:~:,":::i~::~;:e~:N:J~e~ :l::ewt) ~.u~ sY ~er eveJ>f af~~/ \to ~ A~~C6u'rt. W fPll~ 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- " struc~ured 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 th. preparation and presentation of the case, costs, expended or to be expended, the question of settling, trying or -4- "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 16.00 Barry Walp, Lancaster County Coroner Coroners Reports, Autopsies, etc. Lancaster County prothonotary- Filing Fee, Writ of Summons Sheriff of Lancaster-Deposit Sheriff's service Fee 275.00 55.50 05/30/95 76.70 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 31. 80 15.25 27.67 07/07/95 JPL-Video Productions, Inc. VHS tape 10.60 TOTAL COSTS ADVANCED: $508.52 : dkm HOOVERCOST 14244 ,.:",:,~.~..~,'F'>;-" 'i--._""~"-_+~'''''''''_'_ "".~,,-, .. : ~ Co. .ad M. Siegel, III /: Actuaries/Benefits - -'. - .....~ 500 Nationwide Drive : ==~ ':'~ l"l: P. O. Dox 5900 =..'::::..: n. HlUTisburg. PA 17110-5900 (717) 652.5633 Fax (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: Col\r:ld lot. Sleael. F.S,A. ' Hmy M. Lel...r, Jr.. F .5,A. Bri.. S. SllM. F.5,A. Clyde E. Olnarieh. F.5,A. EMI L. MummeR, M.A.A.A. Roben J. DollUl, A.S.A. O..ld F. Stirilna. A.5.A. Roben J. Mnulk. F.5.A. Oavld It Kllllek. F.5,A. Jeffrey S. Myen. F.5.A. Thomu L. Zimmerman. F.S,A. Olenn A. \Wer, F.5.A. Plyll S. Ooonelllleke, A.S,A. Fnnk S. Rhodes, F.5,A., A.C.A.S. Charles B. Friedlander, A.S,A. Holly A. Ross, F.5.A. ' EMIlio! Aenwic. (ERISA) Kevin A. Eril, A.S.A. Health Actuary 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 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 . .' , , ~ ConradM. Siegel, Inc. James B. Pannebaker July 5, 1995 Page 2 The figures in the above table are based upon a work life expectancy to age 65. The calculation oftha value of the future amounts does not take into account a discount for interest in view of the Kaczkowski vs. Bolubnsz 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 ~ :~l. (c....;I.~ c:::n. Harry M. Leister, Jr., F.W ' conS1ing Actuary . A CoL.~ad M. Siegel, ~ ........ .tI Actuaries/Benefits ~ (Q) lP1:f' - -'. - ....;; 500 Nationwide Drive : ==~ ':".: l '; P. O. Box 5900 =- -:::::..:: !lit) Harrisburg, PA 17110.5900 i i (717) 652-5633 Fax (717) 540.9106 CoMld M. S;oaol. F.S,A. Hony M. lei..." 1,.. F.s.A. Dri.. S. SllM, F.S.A. Clydo E. Oinarich. F.S.A. e:ul L Mwnmon. M.A.A.A. Robon 1. Dol... A.S.A. D.vld F. SIWlna. A.S.A. Roben 1. Mmlk. F.s,A. D.vld I!. Kllnok, F.s.A. 10ff,"y S. Myon. F.s.A. Thom.. L Z1mmenn.... F.s,A. OIOM A.l!a(o,. F.s.A. Ply" S. Ooonclllloke. A.S.A. Frank S. Rhodes, F.s,A.. A.C:A.S. Ch:ul.. D. Friodlllldor. A.S:.... HoUy A. Ron, F.s.A. EnNUId ...."'srics (ERISA) Kevin A. Etb. A.S.A. H.aJthA..."l' July 5, 1995 James B. Pannebaker, Esq. Pannebaker and Jones, P.C. 4000 Vine Street Middletown, PA 17057 RE: Kim M. Hoover Dear Mr. Pannebaker: You indicated that Kim M. Hoover was born on April 3, 1954 and that sbe 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 28'70 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 .4mi ConradM. Siegd, Inc. James B. Pennebaker, Esq. July 5, 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 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, n. 1'1 ~ 1V1, ~~ ~~Ij Harry M. Leister, Jr., ~I\. ConsuYing Actuary' " . n",u09'hllJII, . SCHEDULE F JOINTLY.OWNED PROPERTY COMMONWfALJH 0' PENNSYLVANIA INHERITANCE TAX RnURN USIDENT DECIDlHT ESTATE OF HOOVER, ROBERT FILE NUMBER 1995-00396 Jolnttenontl')' NAME ADDRESS RELATIONSHIP TO DECEDENT A. B. C. Jolntlv-owned propertv' ITEM LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. None . TOTAL IAho ente, on line 6. Recapitulation) 5 None III more space i. needea inllrt addilionol,h..rs ol.omlt size} I(V.lSla EX+ 12.171 . I FILE NUMBER- I I SCHEDULE G TRANSFERS COMMONwrAUH OF 'WN5YLVANIA INHIIITANCI fAX .nUIN ~..____ . _ ~~~~~~Nf ~.IC~I?"'(f. ESTATE-OF PLEASE PRINr OR TYPE HOOVER. ROIIERT 1995-00396 THIS SCHEDULE MUST BE COMPLETED AND FILED IFTHE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEETlS YES. ITEM DESCRIPII~N -O;;R~-;;R'~ ",,_. ...,.. EX~l~~I~~'O~~; ~AlUE 'DE~D '''8f1ltJ~trWr NU~ Indud. name a' Ih. I,an.'"", 'h.~~.~~~~~~t~~.!!.'_c~.~~~~.~~.'_._.~! !'_~~~~: '__"_." .__~_. .,.. _'. _.!?.~ ~=_S~"T _ _..1 r-tT /___ '.. ~_,_...J _~TE R EST None TOTAL IA~I!a .nl!!~~' 7, R.c~pJ!.L!~alianl." .~___._NQne_____ (If mate Ipace il ne.ded, inl." addj,jarlal lhe.ts a' lame sin.) ~,.~.< ,.-. '~----'--"-~"".-.N.,'~"_._..c.;"--, .,__. . 'c., .-',' i'YlSlllI.11"1 .. ,,~I~'~" ...~ijJ_ COMMONWfAUH Of 'fNN$~'lVANIA INHfRITANCf TAll ItUURN ItUIDfNT DfCEDfNT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF 1I00VEII, ROBERT ITEM NUMBER Ploalo Print or Typo FILE NUMBER 1995-00396 I AMOUNT A. B. 2. 3. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION 1. Funoral Expon.... Neil Funeral lIome 1. Admlnl.trallvo Co.II, Personal Ropre.enlatlve Comml..lon. Richard Hoover. Exet;.Utor Social Security Number of Personal Represen'atlve: 1995 Year Cammi..lans paid 0437 Allarney Fees Pannebaker and Jones. P. C. Family Exemption Clalman' Amy L. Hoover Relallanship DauRhter'" Addre.. of Clalman' 01 decedent's doalh S'rool Addre.. 1017 Hemlock Lane City Enola Sla'e PA Zip Code 17025 "'living with parents at the time of their death. Praba'e Fee. Mlleellaneou. Expen.." Cumberland County Law Journal Pannebaker & Jones Reimbursement for faxing of documents Pannebaker & Jones Reimbursement for Coroner Reports Stephenson's Flowers Sentinal Estate Notice Pannebaker & Jones copy expenses Ford Motor Company - Balance of truck TOTAL (Also en'er an line 9, Recapitulallon) (If mare Ipace II nooded, Inlert additional .heetl of .ame .Izo.) 6.539.00 4.554.00 -0- 3.500.00 40.00 50.50 502.00 65.19 68.84 8.50 15.977 .85 531.305.88 .' . ....." ,.. 1"'1 '*' . COMMQHW.AUH O. 'IHH'Y\~NIA IHIlI.lIANeltAl.nUI", 'UIOI...IDICIDIHI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI. a.. P,lnt 0' T . FILE NUMBER 1995-00396 ESTATE OF HOOVER, ROBERT ITEM NUMBER la, 11. 13. DESCRIPTION AMOUNT 1. Sammons Communications 10.31 379.38 50.60 44.23 19.85 464.57 2. Ford Motor Credit 3. Pa, American Water Company 4. 5. PP & L Electric Bell Atlantic 6. 7. 8. 9. Sears Erie Insurance Group collision coverage on car 9,000.00 Ford Motor Company, Truck Payment 371. 95 Check Fee 4.00 Mellon Bank-check operating fee 50.86 Ford Motor Company, Truck Payment 371. 95 12. Pannebaker & Jones, P. C. Survival Action Attorney Fees 18,733.05 Pannebaker & Jones. P. C. reimbursement for out of pocket expenses 254.26 TOTAL lAlla ontor on lino 10. Rocopltulollon) (II more 'pace ;. n..ded, inse,t adcJifjonal sh..,. 01 same sin.) $ 29. 755.01 I(v.UIJUtlf'1) " . . COMMONWUUH Of ,tNNlnVANIA INHIIIIAHCI 'AX .IWIN '1I101NI OleIOIN' ESTATE OF HOOVER. ROBERT ITEM NUMBER I. 2. ITEM NUMBER A. Taxabl. BeqU.ltsl SCHEDULE J BENEFICIARIES FILE NUMBER 1995..00396 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP Kim M. !loover (See disclaimer order dated 9/6/95 attached) .,.._ __~_.._C.'_" surviving spous Barbara Richards, Trustee for Amy !loover (Surviving daughter-see will attached) c/o Pannebaker and Jones, P.C. 4000 Vine Street Middletown, PA 17057 daughter NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmenlal Bequestll I. None TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAlso enter on line 13. Recapltulollon) (If mo,. 'pac. I, n..d.d, In,.,t additional ,h..t, of lam. ,Iz.) AMOUNT OR SHARE OF ESTATE none 100% AMOUNT OR SHARE OF ESTATE s None RW-B Register of Wills of QaYJIXIi\iXl County, Pennsylvania CUMBERLAND INVENTORY Estate of Rohert Hoover No. 1995-00396 also known as Date of Death Nnv 11, 1995 ,Deceased Social Security No. 177-42-4207 Pellanal Aaprauntativel.1 01 the abovo E.lalo, deceased, varily that tho items appea,ing in tho following inventory include 011 of tho personal 011018 wherever situate and 011 oltha roal aslate in the Commonwealth of Pennsylvonia of uid Decedent. Hull tho valuation placed opposito 08ch ilem of loid Inventory ,uptasn"t. in foir value 08 01 tho dolo of tho Dooodonl" dUlh, and that OecedOnl owned no real ellate outlido of the Commonwealth 01 Ponnsylvonia olCcept thol which OpPOOf' in D memorandum Dltha end of thlslnvontory. If'tNo vori'y that tho I,alemenls modo in thislnvontory oro Hue and COHoct. IfWe undersland Ihal lalla stalemonlS herein are made lubjecl to tho penolliaa 01 18 Pa. C.S. Seclion 4904 reloling 10 unsworn lalsilicolion 10 authorities, Nama 01 A110rnllV: Personal Ruprescnlot!vc: Richard Hoover, Executor James B. Pannebaker I,D, No.: 09667 / t- Addro..: Pannebaker & Jones, P.C. 4000 Vine Street Mirtrtlp~n~. PA 17n~7 Doled 405 Cassel Street, Narvsville, PA 17053 Telephone: ( 717) 944-1333 Doscrlplion Value Refund Dauhpin Deposit Bank & Trust Company Life Insurance Refund 144.91 Settlement for the Survival Act by Richard Hoover, Executor of the Estate of RObert Hoover 74,932.20 RICHARD HOOVER, Executor of the Estate of Robert Hoover, Deceased and the Estate of Kim N. Hoover, Deceased Plaintiff COURT OF COMMON PLEAS OF CUNBERLAND COUNTY, PENNSYL NIA CIVIL ACTION - LAW No. 95-4605 v. WEAVER W. MARTIN and LEONARD H. MARTIN Defendants Ford Truck, 1994 16,000.00 TOlol:91 ,077 .11 IAttach Additional SheelS if necessarvl NOTE: The Memorandum 01 lul est ale outside lhe Common....e:llth 01 ronns'tlvnnio1l1l3Y, at the election 01 the pCllonlll rep'eselllalivu. IlIclllde lho value of cnch item, but luch ligUflll Ihould not be elllendod inlo the total ollho Involllo,y. oJ'. ~.~ .~~ -,\,..; , ~ c. ~.- j' ,',\ ala:: a: N <M <" Co:: t"l: ~ ~'\).. Z1>.- , -,;1:-'- " -:._j.'.' o:;t .... r.~ ,~} ~ , "-, . - '~:t. '.:,1 ~ . to' 3:::J- uP 'P~ '''j ,,' '. R~. UOO ~h 11.Q., " W 0- ..S" bllE~ =C>9 u..... !Ii ~" , I ~ 35 . .oJ ~ COMMONWfAHH o. PENNsnVANtA DEPARTMENT O' REVENUE DEPl 280bOI HARRISlURG. PA 11128.0&01 DICIDWT" NAMlllA!ol. fIUT. AND MIDDLI INITIAq AHF~DED (9/15/95) t INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 'OR OATIS 0' DEATH AmR 12/31/'. CHECK HERE " A SPOUSAL POVERTY CREDIT 15 CLAIMED 0 flU NUMBER 1995-00396 COUNTY CODE DfCfOW!'iCOM'tllf ADDIlU YEAR NUMBER 15 lil bl .. 1017 Hemlock I.UI1" Eno]a. PA 17025 Coyn' Cumbl!rlnnd AMOUNT RIClIVID I~U IN~TRUCllON$1 Hoover Kim M. ffil 1. Original Relurn 207-44-5214 o 2. Supplemenlal Relurn Remainder Relu,n (10' dates of deolh prlo, to 12.13.82) Fed.ral Ellole Tax Return Required o 40. Fulure Inlerllt Compromise (for dates 0' death after 12.12.82) [&J 6. Decedent Died Teslale 0 7. Oecedent Moinlained 0 living Trusl (Allach copy 0' Willi (Alloch copy of Trusl) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAME COMPtUI MAILING AOORUS James B. ponneboker, Esquire PANNEIlAKER AND JONES. TflE'HON[NUMIU 4000 Vine Strcct o 4. lIml"d Ella" lil15 ..... "'Z 81C Z C> 5 E ... .. bl ... 1. Real Ellale (Schedule AI 2. Slacks and 80nds ISchedule B) 3. Clollly Held Slock/Parlnenhip Inlerlll (Schedule C) 4. Mortgag.s and NOIIS R.celvoble ISchedule D) S. Cash, Bank Deposits & Miscellaneous Penonal Properly (Schedule E) 6. Jolnlly Owned P,operly (Schedule FI 7. Tran,I,,, ISchedule GllSchedule II B. Tola1 Gran Anell (Iolalllnll 1.7) 9. Funeral Expenses, Admlnislrative Casll, Miscellaneous Expenses 'Schedule H) 10. Debts, Mortgage lIabilin.., liens (Schedule I) 11. TOlol Deduclions (10101 lines 9 & 10) 12. Nel Value of Eslalelllne 8 minus line 11) 13. Choritoble and Governmental Bequests ISchedule J) 14. Nel Value Sub eel 10 Tax (line 12 minus line 13) 15. Spoulol Tranlfen (for dales of dealh after 6.30.94) See Inslructlons 'or Af,pllcable Percenlage on Rever.. (151 Side. (Indude valulI rom Schedule K or Schedule M.I 16. Amount of line 14 taxable at 6% 'ale (16) (Indude valulI from Schedule K or Schedule M.I 17. Amount of line 14 taxable 01 15% role (17) (Include valu.. from Schedule K or Schedule M.) 18. Principal tax duelAdd lax from lines 15, 16 and 17.1 19. CredIts Spousal Poverty Credlt Prior Payments + + 20. If line 191s grealer than line IB, enler the difference on line 20. This It Ihe OVERPAYMENT. Ii! 0 21. If Une 181s grealer Ihan line 19, enler the difference on line 21. This Is Ihe TAX DUE. A. Enter thelnlerelt on the bolance due on line 21A. 8. Enler the tolol of line 21 and 21A on line 21B. This Is the BALANCE DUE. Male. Checle Payable tOI Register of Willi, Agent t ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0( Under penahl.. of perjury, I declare Ihall have examined Ihls return, Including accompanying schedules and 1I0lemenll, and to Ihe besl 01 my knowledge and belief Ills true, correct and complete. I declore I 011 real 1110 Ie hOI been reporl,d 01 true marbLvalue. Declarallon of preparer olher than Ihe penanol represenlative I; based on all rma Ion 01 which pre r r has any knowledge. Richnrd Hoove r, t:xecu tor $IGNATU~ 1$0 I ONSIIU R I "flU~N ...DDIIUS 405 CnsRcl Strect DAIl /,.- / V ~ Mn sviUe PA 17053 SIGNA \iIII O"~f' It j lHA ATIV( ACOIIUS Jnmcs B. Pannebnker, Esquirc FnAKFR LJIl.N1:'S I P. C 4000 Vine Street. ~l1ddletown. PA 17057 Z C> !:i 0- => ... :& C> u ~ 0- 03, 05. _ 8. Totol Number of Safe Deposit BaxII .. j p.e. III 0 (21 0 (31 0 (41 0 (51 100,077.]1 (6 ) 17 ) (81 100.077.11 19 ) 3].755.74 (101 20.755.0] (111 (12) 113) (14) 52.510.75 47.566.36 )(._11 47.566.36 2.853.98 )( ,06 1:1 )( .15 c (181 Discaunl Inler..1 (19) (20) Check here If you arc requesting a refund of you, overpayment. . 2.853.98 (21) (21A) (218) OM( Act '48 of 1994 provides for the reduction of the tax rate I Impaled on the net value of transfers to or for the use of the spouse. The rates 01 prelcrlbed by the Itatute will be: e 30/0 (.03) will be applicable for eltatel of decedents dying on or after 7/1/94 and before 1/1/96 e 20/0 (.02) will be applicable for eltatel of decedentl dying on or after 1/1/96 and before 1/1/97 e 1 % (.01) will be applicable for eltatel of decedentl dying on or after 1/1/97 and before 1/1/98 e Spoulal 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. 1. Did decedent make a transfer and: a. retain the use or Income of the property transferred, ....................................................... b. retoin the right to designate who shall use the property transferred or its Income, ............... c. retain 0 reversionary interes.; or ................................................................................... d. receive the promise for life of either payments, benefits or care' ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration' If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'.. 00...... ..... ............ .......... .... II....... ,....... ....... "................ ................ 3. Old decedent own an 'In trust for'. bank account at his or her death'...................................... YES NO ,/ v/' v'" IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . ~ Please Print or T e FILE NUMBER 1I~lJoefhla1J . AMENDED (9/15/95) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY - r!~ COMMONWU.lTH O. PINNSYlVANIA INHllnANCI TAX I"UIN IISIDIHT Dle.DINT ESTATE OF Hoover, Robert (All p...,.rty lelnlly.ewned wllh th. light .f Survlwnhlp mu.t b. dlulo..d on Schedule 'I ITEM NUMBER DESCRIPTION 1. Refund Dauphin Deposit Bank nnd Trust Company Life Insurance Refund I Settlement for the Survival Act by Richard Hoover, Executor I of the Estate of Robert Hoover I COURT OF COMMON PLEAS OF I CUMBERLAND COUNTY, PENNSYLVANIA CIVIL ACTION - LAW 2. RICHARD HOOVER Executor of the Estate of Robert Hoover, Deceased and the Estate of Kim M. Hoover, Deceased Plaintiff No. 95-4605 v. 3. 4. WEAVER W. MARTIN and LEONARD H. MARTIN Defendants (see attached Court Settlement) Ford Truck, 1994 Erie Insurance Group: proceeds from collision coverage on 1956 Chevrolet 1995-00396 VALUE AT DATE OF DE",TH 144.91 74.932.20 16,000.00 9.000.00 (Anech additional 8\01," )( 11" .h..t,lf more .poce I, n..d.d,) TOTAL Also enler an line 5, R~ca ilulalian S100.077.11 I I : I ! i I ." I ~L ..".'~ _,._ .,;., ll\l.lmu.pUI - ~:"~'~l\ _.~s.,; COMMONWULTH Of PENNSYLVANIA INHUItANCE fAlC RnURN RESIDENf DECEDENT AKKNDKD (9/15/95) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print or Typ. FILE NUMBER ESTATE OF Hoover, Rubert ITEM NUMBER A. Fun.ral Exp.n.... DESCRIPTION 1995-0039 I AMOUNT 1. Neil Funeral Home 6,539.00 B. Admlnl.tratlve Ca.tl' 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 1. Perianal Repre.entallve Camml..lan. Richard Hoover, EXlU:utor Social Security Number 01 Perianal Repre.entatlve: 192- 10 Year Camml..lan. paid 1995 5,003.86 0417 2. Attorney Fees Pannebaker and Jones, P. C. -0- 3. Family exempllan Claimant Amv L. Hoover 3,500.00 Relationship Dauehter'" Addre.. of Claimant at decedenl's death Street Addre.. 1017 Hemlock Lane City Enola State PA Zip Code 17025 "'living with parents at the time of their death. Probate Fees MI.cellan.ou. Expen.e.. Cumberland County Law Journal 40.00 Pannebaker & Jones, reimbursement for faxing of documents 50.50 Pannebaker & Jones, reimbursement for Coroner Reports 502.00 Stephenson's Flowers 65.19 68.84 sentinal Estate Notice Pannebaker & Jones. copy expenses 8.50 Ford Motor Company - Balance of truck 15.977.85 TOTAL (Also enter an line 9, Recapltulollan) 5:31. 755.74 (II more .pace I. ne.ded, In.ert additional .h..ts of lam. .1...1 " ... '.' ..~1..:1I.11."1. CQMMONWUUH OI'INN'Y\VANIA IN"lIlIANellAl.nUI.., IUIDINt OlelOINI AHENDED (9/15/95) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plla.1 Print ar T I FILE NUMBER 1995-00396 ESTATE OF Hoover, Robert ITEM DESCRIPTION AMOUNT NUMBER 1. Sammons Communications 10.31 2. Ford Motor Credit 379.38 3. Pa. American Water Company 50.60 4. PP & L Electric 44.23 5. Bell (\t1antic 19.85 6. Sears 464.57 7. Ford Motor Company, Truck Payment 371. 95 8. Check Fee 4.00 9. Mellon Bank - Check operating fee 50.86 10. Ford Motor Company, Truck Payment 371.95 11. Pannebaker & Jones, P. C. Survival Action Attorney Fees 18,733.05 12. Pannebaker & Jones, P. C. reimbursement for out of pocket expenses 254.26 TOTAL (AI.o onlo, on IIno 10, Rocopllulotlon) (II more space Is ne.ded, insert additional .h..,s o( sam. size.' $ 20,755.01 Register of Wills of Dauphin County, Pennsylvania AMENDED (9/15/95) INVENTORY i' Estale of Robert 1I00ver No. 1995-00396 also known as Dale 01 Death May 11, 1995 ,Deceased Social Security No. 177-42-4207 Perlonal RaprolOnllltivo..1 01 the above Estote, declJOsed. vorify thai tho item. appearing Ifl the follow,"" invontory include 011 01 the pOrlonal null whcU8ver situate and all oltha reol astole in the Commonweolth 01 Pennsylvanlo 01 .oid Decedent. tho I thu valuoUon placed Oppollte oach item 01 loid Inventory reprnents ila 'air voluo 01 of tho date of the Decedent', dualh, and that Decadent owned no ro.ol estate outlido 01 Iho Commonweolth 0' Pennsylvonia Ollcopt lhol which appear. in u momorandum al the end at this Inventory. l/V'Je verily thai the Ilalomonls modo in this I"\lanlory ara Hue and couect. IfWu understood lhal 'ull8 ItalB01ent. herein are mode lubject 10 the penollln of 18 Pa. C.S. Section 4904 relating 10 unlworn 'allification 10 authofities. Nom. a' James B. Pannebaker Attorney: Personlll Ropresenlllllvtt: Richard 1I00ver, Executor 1.0. No.: 09667 Add,...: PANNEBAKER AND JONES. P. C. 4000 Vine Street Mi~~lp~nYn. PA 17n~7 405 Cassel Street, Marysville, PA 17053 DlIled Tal.phon.: (717) 944-1333 Dascripllon Refund Dauphin Depoait Bank fA Trust Company Life Insurance Refund Settlement for the Survlval Act by Richard Hoover, Executor of the Estate of Robert 1I00ver Value 144.91 74.932.20 RICIIARD 1I00VER Executor of the Estate of Robert 1I00ver, Deceased and the Eo tate of Kim M. 1I00ver, Deceased Plaintiff COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLV NIA CIVIL ACTION - LAW No. 95-46D5 v. WEAVER W. MARTIN and LEONARD II. MARTIN Defendants Ford Truck. 1994 Erie Insurance Group proceeds from collision coverage on 1956 Chevrolet 16.000.00, 9,000.00 Tetal: 100,077 .11 IAllach Additional Sheets if necessaryl NOTE: The Memorandum 01 leal e.talll outside the Comnlollwno11lh 01 Pelllllvlvanll may. atlhe eltlc:tiOllolthe pllllollal laplllselllAlivo. includa the vatue 01 each Item. but such fiOurCll should 1101 be n1rlllded into the total althe Invenlory. RW-B ~~i~r . ' ~~_o to . '-, .0, ~, . ",'. tl:h ~& .0: .~ -,-., .1",' -i-' :_~ 1 - J /5 - 35- 01. REV-1547 EX AFP 112-95* CDtvtDHWUltlt OF PENNSYLVANIA DEPARTHEHT OF REVENUE BUREAU Of INDIVIDUAL TAkES MPT. IIUDl ttARAlsaURe, PA nUI-DUI lii~ 0 FILE NO. DATE OF DEATH 05-11-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAM PAYNENT TO THE REGISTER DF WILLS, NAME CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: NOTICE DF INHERITANCE TAM APPRAISENEHT, ALLOWAHCE OR DISALLOWAHCE OF DEDUCTIOHS AND ASSESSNENT OF TAM ACN 101 DATE 01-02-96 JAMES B PANNEBAKER ESQ PANNEBAKER 8 JONES 4000 VINE ST MIDDLETOWN PA 17057 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount R..ltt.d CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:i54j-iiC"AFi'--l'i'2:95Tilii'r"ici--ciil-YNHiifii'iiHCi-YAX-iiP"piiiiisiifiil'i'-;-,U.rciiiiiHCE-iiR'm---m------u DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ROBERT FILE NO. 21 95-0396 ACN 101 ESTATE OF HOOVER 01-02-96 NOTICE TAK RETURN WAS, I I ACCEPTED AS FILED I XI CHANGED SEE DATE ATTACHED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01 1. R.d eabb ISch.dulo Al 111. DO 2. Stock. _ Bond. ISchodulo BI 121. DO 5. Clo..ly Hald stock/Partner,hip Int.raat (Schedul. C) IS) .00 4. "oriaeg../Not.. Receivabl. (Schedule DJ (4) .00 5. C..h/8ank Depoalh/Hhc. 'a,.aonal Prop.rtY' (Schedul. EJ (5) 100 .077 .11 6. Jointly Owned Prop.rty (Sch.dul. fJ (6) .00 7. Tr."d.,.. (Schedule 0) (7).00 B. Tobl AII.to IBI 100,077.11 APPROVED DEDUCTIONS AND EXEMPTIONS: t 31,755.74 9. Fun.,..l E~p.n.../Ad.. COI a/Hllo. Expan... (Sch.dul. H) (,) 10. Dobh/NGrla.a. LlobIlIU../Ll.n. ISchodul. I I llOl 20.755.01 11. Tot.l D.duction. (11) 12. H.t V.lu. of TaM R.turn (12) 15. Charit~I./GoY.rn..nt.1 a.que.t. (Schedul. J) (lS) 14. Het Value of E.t.t. Subject to T.M (14) NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of 6hh returns assessed to date. ASSESSMENT OF TAX: IS. A.ount of Line 14 16. A.ount of Line 14 17. AMount of Line 14 18. Principal TaM Due G:>.Gln 7G 47,566.36 .00 47,566.36 at Spou..l taxabl. .t taxabl. .t .00 47,566.36 .00 .00 2.853.98 .00 2,853.98 K .000 K.06. M .15. I1BI rata Lineal/CI... A rat. Collatara1/C1a.. a rat. IlSI 116J 117J TAX CREDITS: PAYNENT DATE 09-14-95 09-18-95 RECEIPT NUHBER AA082133 AA082147 DISCOUNT I+J INTEREST I-I . DO . DO A1tOUKT PAID 1,800.97 1,053.01 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2,853.98 .00 .00 .00 o IF PAID AFTER DATE IHDICATED, SEE REVERSE FOR CALCULATION OF AGDITIONAL INTEREST. IF TOTAL DUE IS lESS THAN fl, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.J c.t/ I' RESERVATION I E...t.. af dec.dent. dying on or balor. Dec.~r 12, .9.2 -- l' ~y future In"I"'..t In tn. I.t.t. I, trlnlf.rr.d In po.....lon or enJov.ent to Cl... I (coll,t.r.1) b~flcl.rl.. of t~ d.cld~t .,t.1'" ~ I.plrtllon of 8nY ,,'st. for II" Dr for Y"I"'" the Co..onwetlth ~teby I.pr..,., rll'tV" thl right to appral.. ~ ...... trentf.r Jnherlt~. T.... at the l~'ul Cl... . (col1_'.r.l) tat. on en)' such future Int.r..t. 1'IJIl1'OUlll' NOTICEI To fulfill the requJr...ntl of section l14D of thl J~rlt8nC' and E,tat, ,.. Act, Act ZZ of 1991. 72 P.S. SICtlon 2lU. O.tech the top portion of thl, Notlel ~ .~lt with your p.y.ent to thl R.g.,t.r of Wills prJnt~ on the r.ver.. ,Idl. --...... check or IIOMY order plylb1, tOI REGISTER OF MILLS, AGENT AU PIYNn't r.ulvlMl sn.ll Urst b4t IPPlIed to MY Inh,.., which .ty b. w. .,lth MY r...lnder- applied to tM tax. REFUND (CAJI A r.fund of a talC cndlt, which .... not r~.tad on UM Ta. Rlturn, .IY bl rlll'M.tlMl by callpl..lna ..... "application far Rlfund Df Pennlylvanla l~rlt~1 ~ E.tata Tax" eREV.1315). Appllc.tlon. .r. .vlllabl. at the Offlca of the Rlal.tlr Df Willi, any of the Z5 AavlnUl DI.trlct OffiCII, or by calling the .~Ial Z~.hoUr an...erlng .arvlca nu-b.rl far far.. ord.rlngl In p.nn.ylvanla l.aOD.36Z.2DSD, out.lda P.nn.ylvanla end within loc.1 Hlrrl.burg ar.a (117) 711.ID94, Tnnl (717) 772.Z2SZ (Hllrlng lap.lrld Only). PolyttEHTI OBJECTIONS I Any p.rty In Int.re.t not .atl.fl.d with the eppr.I....nt, .IIDtllanc. or dl..llowance of deduction.. ar ......-.nt af t.x (Including dl.count ar Intlr..t) a. shawn an thl. Hotlc. .u.t abject within .Ixty e6DJ day. af rlc.lpt of thll Notice byl uwrllt.n prot..t to thl Pol nlplrtaent af A,vlnu., lo.rd af App..I., nlpt. ZIIDZl, Hlrrllburg, PA 17121.1021, OR ...I.ctlon to have the a.tt.r dltlralMd at audit of thli IICCaunt of the Plr.anll repr..entatlv., OR "ap,.ll to thli Orphan.' Court. ADMIN IITAAlIVE CORRECTIONS I INTEREST I F.atuIl Irrorl dl.cover.d on thll ........nt .hould b. addr"'ld In writing tal PA nlp.rt..nt of Ravenue, Bur..... of Indlvldu.1 Tau., AnNI po.t A.......nt R.vl... Unlt, Dapt. 28D601, Il.rrllbura, PA 1712I.D6Dl Phone (111) 717.6S0S. Se. page 5 of the booklat "In.tructlon. 'or Inharltance TlX Rlturn for a Re.ldant Dec.dant" (REV.15Dl) 'or an axplan.tlon of ~lnl.tratlvelY corr~tlbla .rror.. If any t.x dua 11 p.ld within thr.. (3J calendar aanth. eftlr tha dlcedant'. d'lth, a flva p.rcant CS:O dllcaunt of the tax p.ld I. allDtllld. Intlr..t II chargad baglMlng with flr.t d.y of d.Unquancv, or nln. (,) aonth. and an. (1J day 'roa the d.ta of d.ath, to the data 0' pay..nt. TaXI' which bee... dall~t bafor. Jenuary 1, 191Z ba.r Intlr..t at the rata 0' .Ix C6~J plrcent plr annul calculatld at a dilly rata of .000164. All tax.. which bee... d.llnquent on and .ft.r January 1, 1912 will b.lr Int.rl.t at a ratl which will vary fro. cll-ndlr y.ar to cIIDndar year with that ratl ~Id by tne PA D.partaant of Rlvenua. Tha appllcabla Int.ra.t rata. far 19.Z through 1996 Iral DISCDlMTI !!!! Inter..t Rita n.lly Int.r..t Factor ~ Int.r.st Rlt. O.lly Intlra.t Factor .912 zax .ODDS~I .917 'X .GDOZ47 1915 lOX .DDDUI 199..99. IlX .DDD5Dl 191" llX .DOOSDl 1992 OX .DOOZ47 1915 Ule .OIlOSS6 1995..."... 1X .1I111l19Z 1916 IO~ .GIIIIZ1" . 99S.1 996 'X .(lIIIIZ47 ..Int.rut I. c.lculated .. 'ollowlI INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notlc. I..uld .'t.r the t.x b.co.a. d.llnquent will r.fl.ct an Int.r..t c.lcul.tlan to 'I,t..n CIS) d.y. tMyond the d.ta a' the ....UMnt. If p.y...,t II aad. .ft.r the Int.rllt coaputaUan date Ihown an the Notlc., addltlon.1 Int.rllt ...,.t bl calcul.ted. UY,I'1OU"'1I *' INHERITANCE TAX EXPLANATION OF CHANGES COMMONW!ALTH Of PENN~YlVANIA DEPARTMENT Of REVENUE IURIAU OP INDIVIDUAL TAXIS DEPT. 210601 HARRISlURG, PA 17121-0601 DECEDENT'S NAME filE NUMBER A SCHEDULE ITIM NO. EXPLANAnON OF CHANGES _ .,Co..bJncd roturnl., - . ~~.- . _.---~~ ~ -~....-..-~..... '~.-~-'"-'-' ",--~,~"~---'.,, .,,--.-'~~.~.'''- ...-....,...........- .'''-.,,-."-~ ~..-...,';,'~...~. -~_..._,""-'_.....~,-......_....~--......~.~.,._.._--_._-- _..,. . .____~.._ ._...___., . ~~_,.,..._._~.~___._~.~_~_.~.........,.~,_~--:.p.. . _ ____..___ _. ._~__ o_.._.._...~ D'~,__"__~'_.~__'_ ~........".._..__.~"-________,. ,._. ~_~____ ~... ._...._.. ~ __.,.. _. ~ .,~_~.___ 4 ~ .,~,_,,,,"'_~ ~." __. w._,.__ __.~~.~.~ ._~~..,.. ,....-.__.....____.__,___~ .-~ .....,..-~....._~____.'"._.._..__~__. "-..'- . ~~._____~ __-._.. ___ ~~ _,_ ..' '" ,.;. ",,".,~_. _ n._~_. ._...__~_....;..._ ._...~_~ ..._~~___....,._~._...,..____-.,.~__ .---..,.____..__,.'____r_~__' ~.. .-. __ .",._ TAX EXAMINER, llcborllh IIl1shl "stun PAGE __ - rIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION or RICHARD HOOVER, EXECUTOR FOR THE ESTATE OF ROBERT HOOVER, LATE OF EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED CUMBERLAND COUNTY CODE #1995-00396 PA. FILE #2195-0396 Date of Death: May 11, 1995 Date of Executor's Appointment: May 23, 1995 The estate advertisements were in the following publications on the following dates: A. Cumberland Law Journal June 9, 16, and 23, 1995. B. The Sentinel June 5, 12, and 19, 1995. Accounting for the Period: From May 12, 1995 to February 29, 1996. Purpose of Account: Richard Hoover, Executor of the Estate of Robert Hoover, 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 and Jones, P.C. 4000 Vine Street Middletown, PA 17057 (717) 944-1333 1 ~ SUHKARY OP ACCOUNT PROPOSED DISTRIBUTION Current Value $40,136.34 -.-------- Fiduciary Acquisition Value $ 40,136.34 PrinciDal ReceiDts RECEIPTS $107,577.11 Less Disbursements Debts of the Decedent Administrative Expenses Federal & State Taxes Funeral Expenses Fees $17,690.69 963.30 2,853.98 6,604.19 23.736.91 TOTAL DISBURSEMENTS -51.849.07 55,728.04 Principal Balance on Hand Income Receipts Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand Reserved for Administration Expenses, Fees and Fiduciary Tax Returns + 408.30 56.136.34 -16.000.00 $40,136.34 Balance for Distribution 500.00 $39,636.34 aaallll:l=-l:Iaaa 2 . RECEIPTS OF PRINCIPAL CASH RECEIPTS Erie Insurance Group - Policy #Q122602769 H Funeral Benefit collision Coverage: 1956 Chevrolet (Total Loss) 6/27/95 Accidental Death Benefit 7/6/95 Dauphin Deposit Bank & Trust (refund on life insurance) $ 1,500.00 6/19/95 6/22/95 9,000.00 5,000.00 144.91 7/28/95 Keystone Insurance Company Death Benefit/AAA Policy: Claim No. 0036-3306-1 1,000.00 10/10/95 Settlement: Survival Action Estate of Robert Hoover VB. Weaver W. Martin and Leonard H. Martin, Docketed to #95-4605 in the Cumberland county Court of Common Pleas 74.932.20 TOTAL CASH RECEIPTS AUTOMOBILES 1994 Ford Truck $16.000.00 TOTAL RECEIPTS OF PRINCIPAL INCOME RECEIPTS Mellon Bank Account No. 000-258-3342 Interest on Estate Checking Account (6/95 through 2/96) $ 408.30 3 t': !~'~''''.!i'~~-<:. ., "" $ 91,577.11 16.000.00 $107.577 .11 $ 408.30 .'f.,/: : t ,,,t ".; "~"'" . DEBTS 6/16/95 Sammons Communications (Cable) $ 6/16/95 Ford Motor Credit Co. 6/16/95 pa.-American Water Company 6/16/95 PP , L 6/16/95 Bell Atlantic 6/16/95 Sears 6/22/95 Ford Motor Credit company 7/17/95 Ford Motor Credit company 8/07/95 Ford Motor Credit Company (Payoff 1994 Ford Truck #JJ A211 53K7) 6/14/95 6/22/95 6/22/95 6/28/95 7/18/95 7/18/95 9/15/95 TOTAL DEBTS ADMINISTRATIVE EXPENSES Pannebaker and Jones, P.C. - Reimbursement for costs advanced Mellon Bank Deposited Item Return Fee Mellon Bank - Check Supply Fee Cumberland Law Journal - Estate Advertisement The Sentinel - Estate Advertisement pannebaker and Jones, P.C. - Reimbursement for copies and fax pannebaker and Jones, P.C. - Reimbursement for copies and fax 4 $ 10.31 379.38 50.60 44.23 19.85 464.57 371.95 371. 95 15.977.85 552.50 4.00 50.86 40.00 68.84 8.50 18.60 . $17,690.69 . !. 9/15/95 Cumberland county Register at Wills - filing fee for supplemental Inheritance Tax Return 25.00 9/20/95 cumberland county Register of Wills - additional fee tor probate 120.00 TOTAL ADMINISTRATIVE EXPENSES $ 963.30 \ \ \ I I l \ 12/29/95 1/31/96 2/29/96 Pannebaker and Jones, P.C. - Reimbursement for copies, filing fees for inventory & tax return Mellon Bank - service Charge Mellon Bank - Service charge Mellon Bank - service Charge 63.00 10/22/95 4.00 4.00 4.00 FEDERAL AND STATE TAXES 9/12/95 cumberland county Register of Wills $ 1,800.97 9/15/95 cumberland county Register of Wills - Amended Inheritance Tax Return 1. 053.01 TOTAL TAXES PAID $ 2,853.98 FUNERAL EXPENSES 6/28/95 Neil Funeral Home 6/16/95 stephenson's Flowers TOTAL FUNERAL EXPENSES $ 6,539.00 65.19 $ 6,604.19 5 '. ~ 2/29/96 Pannebaker and Jones, P.C. Attorney Fee for Survival Action: Estate of Robert Hoover v. Weaver W. Martin and Leonard H. Martin, Docketed to No. 95-4605 in the Cumberland County Court of Common Pleas $ 18,733.05 Richard C. Hoover: Executor's Fee 5.003.86 10/10/95 TOTAL FEES $ 23,736.91 RESERVED FOR ADMINISTRATIVE EXPENSES. FEES. AND FIDUCIARY TAX RETURNS Register of wills of Cumberland county for filing of First and Final Account with Petition for Distribution and Advertising $ 143.00 pannebaker and Jones, P.C.: Reimbursements for copies and certified mail costs; pennsylvania Fiduciary Tax Return; and US Fiduciary Income Tax Return/K-1 357.00 $ 500.00 DISTRIBUTION TO BENEFICIARIES Transfer of '94 Ford Truck to Barbara Richards, Trustee UW FBO Amy L. Hoover (now by marriage Amy L. Umholtz) $ 16.000.00 $ 16.000.00 6 DECLARATION OF EXECUTOR Richard Hoover, Executor of the Estate of Robert 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 with Petition for Distribution is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been 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 paid. ~-/~. Ri hard Hoover, Executor of the Estate of Robert Hoover Sworn and subscribed to by Richar~Hoover, Executor, this /iday of March, 1996. ~""'i .,,(,;/Quill Nota Public NOTARIAL SEAL JODIE M,H. PIERCE. Notary Public Mlddl.lown, Oll/phln County My Commllllon Eliplrn NOVllllbl/22, 1999 AND NOW, TO WIT, THIS 17x} day of March, 1996 THIS IS TO IN THE ORPHANS' COURT IN AND FOR THE COUNTY OF CUMBERLAND AND COMMONWEALTH OF PENNSYLVANIA ESTATE OF ROBERT HOOVER, DECEASED No. 1995-00396 CERTIFICATE OF MEMBER OF BAR CERTIFY that the undersigned James B. pannebaker a practicing attorney and a member of the Bar of orphans' 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 Richard Hoover as Executor of the Estate of Robert Hoover/ Deceased, certifies that according to his knowledge, information and belief, all such items are true and correct without any exceptions whatsoever. B. Pannebaker, Esquire BAKER & JONES, P.C. 4000 Vine street Middletown, PA 17057 (717) 944-1333 :dkm HOOVERR.1st 'RW - 5) Page I Petition v.hcre dct:cdcnllcl\ I WILL. In the Orphans' Court Division of the Court of Common Pleas of Cumberland County COMMONWEALTH OF PENNSYLVANIA No. 1995-00396 Estate of ROBERT HOOVER , deceased. The pelition of respectfully represents: RICHARD C. HOOVER, EXECUTOR (N.mc or PClllioncr) I. The decedent, Robert Hoover, Married (Stale whether Mlfricd or Unmarried II lime or Death) , late of the Township of East Pennsboro died on Mav 11 (O.le) , 19 95 , having made a WILL, and NO CODICIL(s), duly probated on May 23 (0...) , 19 95 , and recorded in Roll , on which the present lellers (D'le) Teatamentary , were granted on May 23 (DIIC) 19 95 , to Richard Hoover, Executor and leaving to survive UpDlIlllXlllJJXb/lIIP; issue as follows. I Amy L. Hoover (now by marriage Amy L. Umholtz), Daughter (Kim M. Hoover, spouse of Robert Hoover, survived the Decedent by a few hours, also dying May 11, 1995, as a result of the same accident that claimed the life of the Decedent). 'SURVIVING SPOUSE OR ISSUE: If married, stale whelher a husband or wife survived and his or her oame. Slale whelher Ihe d..,edenllefl issue and Iheir names, when malerial. If noae, so Slale. SIale whelher surviving spouse has el..,led 10 take under or ogainsllhe will, according 1020 Po. C.S.A. Sectioa 2201, el. seq., as ameaded and if such an eJection has been made, whelher il has been r.led. where recorded. and furnish 0 copy thereof. . - Page 2 II. The names of all LEGATEES and the amounts and character of their LEGACIES, Md the names of the residuary legatees Md the nature of their interests are as follows:l Names Interest or Aa:c Oivc name of luardian or cornmillec. lYel or No) if any, and how appointed: ,ubmit copy of will In case of tellOmenlOry appointment Rcl3tionship to Decedent -Amy L. Hoover, (now by marriage Amy L. Umholtz) Daughte r 100% '(in Trust until age 21-See Exhibit B) Yes Barbara Richards Trustee of Testamentary Trust (See Exhibit B) III. The notice of the grMting of such lellers was published in the The Sentinel following dates: June 5 , 12 and 19 Law Journal on the following dales: June , a newspaper, on the Md in the Cumberlllnd 9. 16 and 23. 1995 l IV. The inventory of the estate, amounting to $ 100,077.11 . was filed on Seotember 18 (Dale) . 19 95 'PARTIES IN INTEREST: Indicale such legacies as have been revoked with' a reference to the revoking clause. 'ADVERTISING LETTERS: Submit original proofs of publication. .'..'.'-;;'-',.. Page 3 V. The estate X is Inheritance Tax, and _is ---1L is not Tax.4 is not subject to the payment of Pennsylvania subject to the payment of Pennsylvania Estate Total Assets Total Deductions Net Estate $100,077.11 (52,510.75) 47,566.36 See attached Exhibit A Tax' Pd 9/14/95 9/18/95 Total PA Inheritance Tax 1,800.97 1,053.01 Pd $2,853.98 VI. All the parties in interest are living. J:XElijn(llXllilJh?m:Klc VII. All of said parties having any interest in said fund had actual notice of the liIing of the account and this audit, ~lllIXfullmK~x See accompanying Certification 'INHERITANCE AND ESTATE TAX: If subjecl, stale amount of taxable property, pllowable deduclions. ncl estale. tax assessed, and date of payment. 'PARTIES LIVING: Stale exceplions. if any, giving names, dates of death, and the names of their personal representalives, the clale of grant of lellers testamentary or of administration. and the place of the grant; or lhc names of their issue as the same DUly be malerial. 'NOTICE OF AUDIT: Stale how notice was given. and when. Give exceplions, if any. (Refer to D.C. Rule S.S II there are charitable bequests.) Page 4 VIII. The decedent did not marry after the execution of the will and codicll(s), nnd there were no children born to or lawfully adopted by the decedentthereafter,~~J(lMx6alk>>xlcl IX., All creditors and other persons, of whose claims the accountant has nOllce or knowledge, were sent actun! notice of this audit by letter mailed 19 i and the names of such claimants and amounts of their claims are as follows:' N/A All creditors hsve been paid. X. The family exemption, allowable under 20 Pa. C.S.A. ~3121, to the spouse or children of the decedent, was claimed by the follOWing person:9 Amy L. Hoover, Daughter (now by marriage Amy L. Umholtz) 'FAMILY EXEMPTION: If such exemplion hus been allowed. Slale 10 whom and when. If none, so .lale. 'AFTER MARRIAGE OR CHILDREN: If afler marriage. give date, If afleroom children. slale name. and dales of birth. If adopled children. stale dales of adoplion and reference to the COUrt record of Iheir adoplion. 'CREDITORS: If no .uch claims. insert Ih. word. 'nonc'. If any, give name., amoUDI., purpose and whelher correcl. If too many for the spacc, annex a listlh.reof. If any credilon or olher claimant has not received aClUal nOlice, Ihal fact musl be slaled. Page 5 XI. The parts of the will of the decedent which require interpretation, and the questions which are to be adjudicated are as follows:'D N/A XII. No share of any party in interest has been assigned or attached. II XIIl. There are attached hereto the following:'2 ( x) Original Proofs of Publication regarding Grant of Lellers; (See Exhibit C) ( x) Allomey's Certificate of Notice; and ( ) Proposed Decree Nisi. XIV. The distributive shares of principal and income, and the persons thereunto entitled, are suggested as follows:1l 100;1: of residue to Barbara Richards, Trustee under Will of Robert Hoover for the benefit of Amy L. Hoover (now by marriage Amy L. Umholtz) in the amount of $39.636.34. See attached Exhibit B (copy of Will establishing trust). 'OQUESTIONS FOR ADJUDICATION: If none, insert Ihe word "none". If any. refer 10 Ihe parts of Ihe will which require inlerprelalion. SIale any queslions which are 10 be adjudicated, presenling all malerial facls nol already given. and a slalemenl that Ihe persons affecled thereby have had nolice thatlhey will be submilled for adjudication. "ASSIGNMENT OR ATIACHMENT: Slate exceplions, if any, giving facts, wilh copy of assignmenl. certified by counsel, and Ihe record of proceedings in which the allachmenl issued. "RECORDS: Indicate wilh cross (x) mark, Ihose submilled. "DISTRIBUTION: (I) Give names, value, and proportionate shale of dislribulees; (2) Give name of guardian. commillee, lruslee, or olher fiduciary, if any; (3) If Ihe distribulion of income is differenl from Ihat of principal, SIale the facl; (4) If distribulion is 10 be made 10 an individual as truslee, slate Ihe Truslee's residence; and (5) If any advancemenls, or prior payment of share, or debts due esIale, name distribulee and slale amounl received or due. Page 6 Your petitioner, therefore, asks that distribution be awarded to the persons thereunto entitled, as their respective interests may appear. ~~~. , (Signature 0 Petitioner) COMMONWEALTH OF PENNSYLVANIA COUNTY OF ))l1u7>HIA) : 55.: The above named petitioner, being duly sworn, does depose and say that the facts set forth in the foregoing petition which are within the personal knowledge of the petitioner are true, and as to facts based on the information of others, the petitioner, after diligent inquiry, believes them to be true. Sworn to and subscribed before me this / rrnf day of tno^e./L- ,19 CJIA crtt" "'/laW NOTARIAL SEAL IOCUA oc F~...., A 1""n~l!.P.1E_.M.~.2l.ERCIi.)N0l4ry Publlo - MlililliloWii; D'iup~ln County Mv Commllllon ~Ir.. November 22, 1999 ~~ .,~'i.".,;""~,';: <.,,;~;" '~(,1_'<' r'\;;C J'- 1\... .:0 ~J\il tJ 2 1995 REV-1S47 EX AFP 02.951* CDHMONWUL lit OF PENNSYLVANIA DEPAATHEHT OF REVENUE SUIIEAU OF IHDIVIDUAl fAXES . DEPT. zunI tlAAIUSIURO, PA uua-0601 ESTATE C':' DATE OF DEATH 05-11-95 ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX DATE 01-02-96 FILE NO. COUNTY CUMBERLAND NOTE I 10 INSURE PROPER CREDIT TO YDUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REOISTER 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 CD COURT HOUSE CARLISLE. PA 17013 Allaunt R..Uhd CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiE"V=is4i"EiCAf'ii.m-':9sT"Noricniii.lNHEiiii'ANCE.TAin-PPRAisEifE:Hr.;-'\L.-L'oiiAHcE.oliu.m........... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ROBERT FILE NO. 21 95-0396 ACN 101 TAX RETURN WAS I I I ACCEPTED AS FILED I XI CHANGED SEE ESTATE OF HOOVER DATE 01-02-96 ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01 1. R..l Eat.t. (Schedule AJ It) .00 2. stock. and Bandl (Schedule OJ C2J' 00 3. Clo..ly Hald stock/Partnership tnta.....t (Schadule C) (3) .00 4. Hortglgal/Hot.. RacalYabla (Schedule OJ (4) .00 S. c.,h/Bank Deposita/tUlc. Pa,.lon.l Property (Schedule E) IS) 100.077.11 6. Jointly Ownld Property (Schadule f) U)' 00 7. Transfers ISchedul. G) (7).00 B. Total Au.to IB) 100.077.11 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expan.../Ada. Co.t./H1.c. E~p.n.e. (Schedul. H) (9) 10. Debt./Hortgag. Liabiliti../Lian. ISchedula I) (10) 11. Total D.duotion. 12. Het Value of Tax Return 13. Charitable/Governmant.l Deque.t. CSchedule J) 14. H.t Value of e.t.t. Subject to Tax 31,755.74 20.755.01 1111 U21 U31 U41 ~~.~ln 7~ 47.566.36 .00 47.566,36 If an assessment was issued previouslY, lines 14. 15 and/or 16, 17 and 1& will reflect figures that include the total of ALL raturns assessed to date. ASSESSMENT OF TAX: 15. A~ount of Line 14 16. A~ount of Line 14 17. A~ount of Line 14 18. Principal Tax Du. TAX CREDITS I PAY HE NT DATE 09-14-95 09-18-95 NOTE: at Spousal rat. t.~abl. .t Lin.al/Cl... A rat. t.~.bl. at Collateral/Cl... Brat. USI U6I U7I ,00 X .00. 47,566.36 X .06. .00 X .15. UBI .00 2,853.98 .00 2.853.98 RECEIPT NUHBER AA082133 AA082147 DISCOUNT INTEREST 1'1 (-I .00 .00 1.800.97 1,053.01 AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2.853.98 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL ItHEREST. IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED. IF TOTAL DUE JS REFLECTED AS A "CREDIT" CCR), VOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TIllS FORH FOR INSTRUCTIONS. I A RESERVATIONI E.t.t.. of decedent. dylna on or befar. Dec.~.r 12, 1'12 .. If eny future Int.r..t In tn. I.t.tl I. tren.f.rr.d In pa.....lon or .nJoy.ent to el... . Ccall.t.n!) beneflel.rl.. of the dlc.d..,t .fter the ..plr.tlon of eny ..t.t. for llf. or for YI.r., the eo..onw..lth her.by ..pr...ly r...rv.. the right to eppr.... end ...... trlft,'.r Inhlrltenc. T..Is .t thl hw'ul CI... I (call,hnl) r.t. on .ny such future Int.r..t. PURPOSE Of HDUCEI To fulfill the nqulr...nts of Section ZI~O of the IntMrlbnca end [stltl TalC Act, Act ZZ of 1991. 12 P.S. Section ZI~a. PAYHEHh Dltach thl top partlon of this Notice and .ub.lt with your p.y..nt to the Rlllb",. of WUh pdntld on thl rev.,." .Idl. .-Hak. check or lon.y ordlr ply.bl. tal REGISTER OF MILLS, AGENT All p.y..nt. rec.lv.d sh.11 flr.t be appll.d to eny Intere.t which ..y bl du. with any ree.lnd.,. IPpllld to the t... REFUHD CCAh , nfund of I tlX cndlt, which wes not rsqu..ted on thl ,.. A.turn, .ay b. nqu.st.d by coapletlna an "Appllc.tlon for A.fund of Penn.ylvlnl. Inhsrltanc. end E.tlte '.x" CAEY*1111'. Application. Ir. IVIllebl. .t thl OffiCI of the AIgbt.,. of Willa, Iny of the Z1 Rlv.nu. Dhtrlct OffiCII, or by calling the .p.cl.1 Z4-hou,. In.w.rlng ..rvlee nu.blr. for for.. ord.rlngl In P.nnlylvanl. I*SDD*36Z-2aSD, outsld. P.nn.ylvanl. and within 10cIl Harr..burg eraa (717) 7a7-aa9~, TDDI (717) 772*2252 CH.a,.ln; I.pa.,.ed Only). OBJECTIOHSI Any p.rtv In Interllt not ..thflld with the IPpr.h..lnt, allowance or dls.llowance of dlductlon., 0,. ........nt of ta. Clncludlng dl.count or Int.re.t) .. .hown on thl. Hotlce IU.t obJ.ct wIthIn .Ixty (6a) day. of rec.lpt of this Notice bYI --written protut to the PA D.p.rt.."t of R,vlnu., Board 0' App...., O.pt. Z81all, HI,.rhburg, PA 17128-UZl, OR ....hctlon to hIve the .IU,,, d.t.reln.d at .udlt 0' the Iccount of the p.rsonll repr..ent.tlv., OR ....pp..1 to the Orph.ns. Court. AD"I" ISTRATlVE CORRECTIONS I Flctu.1 .rror. dllcov.r.d an thl. ........nt .hould be addrol..d In writing tal PA D.part..nt 0' A.v.nu., !urlOU a' Individual T:UCCI:l, Anlh rO:lt ^uou:aant Allvlcw llnlt. D.p~. Z!t'UI, H.rrh~.J"a. P,l 17111!*/I""1 Phon. (717) 787..65as. S.. pag. 5 0' the bookllt "Instructions 'or Inh.,.1t."c. "lC R.turn 'or I Auldlnt O.c.d.nt" (REY..1Sall 'or 811 .",pllnIUon a' .d.lnhtraU....lY eornet.bl. .rror.. DISCOUNT I If MY t.lC due .. paid within thr.. ClJ cal.nder aonth. att.r the d.c.dant., d..th, . flv. pare.nt CS:O discount 0' the t.. p.ld I. a110w.d. INTEREST I Intar.st Is ch.rg.d bag Inning with flrat d.y 0' d.llnqu.ncy, or nln. (9) oonth. and on. (I) day 'roo the d.tl of d.ath, to the dot. 0' pay.ant. hus which ble... d.lInqu.nt b,'or. January I, 198Z b..,. Int.,.lIt .t the r.t. 0' .Ix (6:CJ p.rcant p.,. annua c.lcull\ld at . dIlly rate 0' .aaaI6~. All tau. which b.e... d.lInqu.nt on .nd .It.,. Januery I, 198Z wlll b.ar Intarut at a rate which will v.ry 'roe calandar r..r to clllnd.r y.a,. wIth that rata announe.d by tho PA O,plrta.nt of A.vanu.. Th. .ppllcabl. Int.r..t r.t., for 198Z through 1996 .r'l ~ Intlr..t A.t. D.lly Inl.,.ut Facto,. ~ Inbrut R.tI Dally Intar..t F.ctor 1911 za:c .00aS48 1987 .~ .aaaZ47 1981 16:< .aaaua 1911.1991 11:C .aa0501 1984 1I~ .0aUDI 1992 .~ .aa0247 1985 13:( .OaUS6 1995-1994 7% .aa019Z 1986 la:c .aaOZ74 1995-1996 .~ .aaa247 --Int.rut Is calculat.d I' 'ollowlI INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR *-Any Hotlc. l'lu.d I,tar the tnlC b.ca... d.llnqu.nt will r.'I.et In Int.ra.t calculation to fl,t.un CIS1 day. b.yond the date a' the ........nt. I' Ply..nt I. and. aft.,. the Jnt.r..t coaput.tlon date .hawn an the Notlc., addltlan'l Intlrllt au.t be c.lculat.d. .. , :'t", ,,' , I I) (J -" -- -.------ ,LAB'r WILL I\Nll 'rBB'rl\llEll'r X, .ROBERT HOOVER,. a rosldont ot cumborland county, ponnsylvania, being of sound and disponing mind, ~Qmory and understanding, do make, publish and declare this to be my LAB'r WILL and TBBTJ\HBI1T, horeby revoking any and all Wills and codicils i" . I .t'P previously modo by me. I I I declare that I om married to RIM M. 1I00VER and the.t I havo ons (1) child, J\H'i L'illll HOOVER, born Fobruary 17, 1976. II I dirsct that my dobts and funoral after my dsath llS is practicable by oxpensos be paid aB soon 1,' I. : ,.1 my Executrix out, of my residuary estato, but not trom any DBBots, funds, doath benefits . or insurance proceeds which are othorwlso oxcludable or exempt from my gross ostate for foderal estate valuation or taK purposes. III I direct that all ostato, succossion, logacy, inhoritance or other transfer taxes, howovor designated t.hat shall become payable by reason ot my death 1n rospoct ot' all proporty comprising my groBs estate for death tax purposes, whether or not such property paeseo undar this LAST WILL, shall be paid by my Executrix cut cf my residuary estate, but not from any assots, funds, doath benofits or insuranco proceods which arc otherwise excludable or oxempt from my gross estate for federal ostato valuation or tax purposes. IV I give, devioo end boquoath all my proporty, whother real or porsonal, wherever situate, inclUding any property ovor which I may have a power ot appointment to my wife, KIM, provided that she survivos me by thirty (30) dnys. V If my wife, KIM, shall prodeceasa or fail to survive ma by thirty (30) days, I give, dovisa and bequeath all of my prcperty, whether rSlll or perscnal, whorevor situate, inclUding llny property __ ..__ D. . .. , _t!-'" .-::':" . ",; t' ...,.... 'llllJ-.;'kt '., ,0 ", .',,'~.~I;.!~t ~ ;':f~t~, ,. ,~. ;"',:'~Irl '1' over which I may havo Q powor ot Dppointmont, to my dDuCJhtor, AMY LYUN 1I00VER, par atirpos, purounnt to tho torma of tho heroinaftor includad TruBt. VI GU^RDTAtlSIIIP If my wifB Bhall pradacaaBB ma and my daughtar, AMY, BurvivoB mo and iB undor tho ogo of oightoon (10) yoars, I' appoint my siBter, BARBARA RICIIARDS, aB tho GuardiBn of tho porson of Buch child. VII :I'Jll1Jl1: If my wifo Bhall foil to aurvivo ma by thirty (30) daYB and my daughtor, AMY, 10 under tho ago or twonty-ono (21) yoars and survivos me, I appoint my Distor, DARDARA RICIlARDS, AS Trustoe of the property that I hove givon to my child. B. Tho TruBt oBtato Bhall bo adminiBtorad until my child roachoB tho age of twonty-ono (21) yoarB. Until that timB. tho ", .. " 011 not incomo nnd principal ot the Tru~t TruBtaa Bhall apply estate as follows: 1) So long aB my child iB undar tho ago of twonty-one (21) years of ago, tho net income of tho TruBt shall ba paid to, or applied for tho banefit of my child at Buch timaB and in Buch amountB aB tho TruBtao Bhall in hiB diBcrotion doom nocaaoary for his support, woltoro, maintonanco nnd education. Education sholl bo dofinad broadly to includo not only that availablo in col10go, but o.lao trade Bchool and othor aimilnr training. In tho event that the income sholl bo inBufficient to provide my child with adequate maintenance, support, welfare or education, tho Trustee may invade tho principal of this Trust for thiB purposo. 2) Tho Trustee in oxorcising his discrotionary authority with respact to the payment of income or principal of tho Trust Estate to my beneficiary, sholl taka into considoration any incomo or other resourCQS available to my child from sources outside of this TruBt that may be known to tho Truatoo. The determination of tho TruStOD with respoct to thB necessity of making paymants out of income or principal to my baneficiory shall be conclusive on all parsons howsoevor intereBted in tho Trust. ,'r \ 'I - I , . R 3) 4) c. .-. .. 'H'\ Tho Tru.tee .h.ll .ccumulate .nd .dd to prinoip.l .ny net incomo or tho Tru.t not p.id out in .ccord.nce with the di.eretion horoinabovo contorrod on tho TruatoQ, In tho event my child prodece.... m. er die. prior to tho termin.tion or this Tru.t, th. intere.t or my child in tho Truet .h.ll ce..e, except th.t, it .he 18 aurvived by any children, then the Tru.tee shall pay net income or the Truat to or apply tho a.mo ror tha benor1t. or .uch children or my docoasad child, in ouch amount or amounts os tha Trustea in his aolo discrotion may dotormino tor support, wolforo Bnd maintonanco, Whon my child ro.cho. tho age or twenty-ona (21) years, a calculation or the property remoining in tho Trust shall bo mode and the total thereor ah.ll b. distributed to her. D. My child, .. bener1ciary or this Tru.t, ahall not have any right to alienate, encumber, or hypothec.t. her intere.t in the principal or Income of tho Truat In nny mannor, nor shall. Dn~. intere.t be subject to cloim. or h.r craditors or liablo to attachmont, oxocution or othor procoDs of law. E. In order to corry out the purposes or thl8 Trust - " e.tablished by this lIill, the Tru.tee, in addition to all other"- powers granted by thi. lIill, or by low, .hall h.v. the rOllowing powere over tho Tru.t e.t.te, .ubject to any limitation speciried el.ewhere in thi. lIill. 1) To retain .ny property received by the Tru.t eDt.te ror DO long a. the TruDtee con.id.r. it adviaDble. 2) To spond lundo tor tho maintonanco Gnd rep.ir or real prop.rty. To Boll at public or privata solo, exchango or 10000 tor D poriod of timo, any reel or p.rsonal property and give options for salo of tho lonso, To oXQcuta Bnd dollvor any doods, 10DSOS, assignmonts or othor instruments DO may bo nocoBoary to carry out tho proviaiona or thia Tru.t. 3) 4) 5) To borrow monoy Gnd to mortgage or plodgo any roal or parsonal proporty. Tho TruotoQ sholl maIntain accurato rocords and accounts and sholl rondor statemDnt. to my benericiary haraunder showing receipt. and disburo.ment. or prinoipal and income no les. rrDquantly than annually. Tho Tru.taa shall DOrv. without bond and .hall receive r.ir and 6) ~ ,-... PROOF OF I'UBLICATION OF NOTICE IN CUMBERLAND LA W JOUltNAL (Under Act No. 5K7, approved Muy 16, 11)21)), P. L.17K4 "'1'~~:"lj.:; '" 1':r:l J~;n n '4 , . . '.".j, U: J r, i ,10:1 f ~V~ STATE OF PENNSYLVANIA : IIXHIBIT C SWORN TO AND SUBSCRIBED before me this 23 day of JUNE , 1995 ss. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire. Editor of the Cumberland Luw Journal, of the County and Stnte aforesaid, being duly sworn. acconling tulaw, deposes and says that the Camberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid. was established Januur)' 2. 11)52, und designuted by the locul courl~ us the official legal periodical for the publicution of all legal notices, and hus. since Januury 2, 1952. been regularly issued weekly in the suid County, und that the printed notice or publicution uttuched hereto is exuctly the sume as wus printed in the regulur editions und issues of the said Cumberland Law Joumul on the following dutes, viz: JUNE 9. 16.23. 1995 Affiant further deposes thut he is uuthOl;zed to verify this stutement by the Cumberland Law Journul. a legal periodical of general circulution. and thut he is not interested is the subject matter of the aforesuid notice or udvertisement, und thut ull ullegutions in the foregoing stutements as to time. pluce und charucter of publicution ure true. c;;;ex( A^ -- Roge . M. MOI'genthul, Editor Hoover. Robert, dee'd. U1le of Ihe City of Enoln. Execulor: Richard C. Hoovc.'r. 405 Cnssel Streel. MnryPlvlllc.', PA 17053. AllorncYH: Jnll1l'H n. Panl1rlmkrr ESfllllrl'. Pnlllll'lmkl'r mul .1011('9: p.e.. 4000 Vim' Street. Mlddle- lawn. PA 17057. h, fl.' / ~--, -- ," ~ . ?~v . ....-', .Iin fjl..dtllL/ otury . NOTARIAL SEAL TERESA J. BURKHOLDER, Notary Public Carlisle, Cumbo~and County, Pa, My Commlsslon expires Feb. 12, 1996 - , PROOF OF PUBLICATION ,r"' State of Pennsylvania, County of Cumberland. 55: RECEIVED JUL 118' Marian M. l~elBh of THE SENTINEL, of the County and State aforesaId, beIng duly sworn, deposes and says that THE SENTINEL, a newspaper of general cIrculation In the Borough of Carlisle, county and State aforesaId, was established December 13th, 1881, since whIch date THE SENTINEL has been regularly Issued In saId County, and that the printed notlca or publication attached hereto Is exactly the same as was prInted and published In the reular edItions and Issues 01 THE SENTINEL on the following dates, vlz . . Copy of NaUce of PubllcaUon June 5, 12, 19, 1995 ~~~"~~:'~C:~f. ". . ROIIIIT HOOVll"IIIl. 01 tho OIlY 01 EIioI.. ~C.,mb.rt.nd Ooun Y. PAi'd'c....d hv, , DfO/IIod10 thoundorolgnod.' ,. ,', .. pllI"'_lIlIm.....'IoIoiIndobt. ,Id, to IIId allll wi mu. poyn\onllmmld~ 11111. Ind tholl hiving alllma wPI pruln' ' ....ffP tor ..ta.m.nt to: . _ - .... , I<,~I. . '. _' ,: RIeIllnlC.H_, ".,/.., ',~ '.Eucutor . . 'I: . ' . ~05 0..... S"", OI-To: . " 'M.~, PAI7053 Jlmlle,pann.bak.r: Elqulrw j-,.' ~vi\':~:JN~JONE~,P.C" ' _..own. PA 17057', . " Affiant further deposes that he Is not Interested In the subject matter of the aforesaid notlce or advertlsement, and that all allegatfons In the foregoing statement as to tlme, place and character of publlcatlon are true. -?/f~ -n--7.' h/d , 7/6/95 Sworn to and subscribed before me thIs 6th day of July .19 95 ~ :7 /??~~ . N Public My commissIon expires: , ~Seol WocOl L. MoWJI.1IIoWY NiO ~~~ I Oii16ytvaBa _ -. .. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: First and Final Account for : the Estate of Robert Hoover No. 1995-00396 CERTIFICATION PURSUANT TO RULE 6.3 I, the undersigned, do hereby certify that the requirement of Rilles 6.3.1. (a) and 6.3.1. (b) have been met by giving written notice of the date, time and place of presentation of the First and Final Account and Proposed Distribution at least twenty (20) days prior to the date fixed for the presentation to every unpaid claimant who has given written notice of a claim to the accountants and to every other person known to the accountants to have or claim an interest to the Estate as beneficiary, creditor, heir or next of kin. The notice includes a copy of the accounting and proposed schedule of distribution from Pannebaker and Jones, P.C., 4000 Vine street, Middletown, PA 17057 and contains the date of audit April 22, 1996 and the date by which to file objections of April 22, 1996 by 9:00 LJW: jmp RH-CERT #14243 A.M. E.S.T. Said notices, copies of which are attached, were sent by certified mail on March 19, 1996. This verification is given pursuant to the Local RUles of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. PANNEBAKER AND JONES, P.C. Attorney for the Estate BY:~ Jam . annebaker, Esquire I.D. 109667 4000 Vine Street Middletown, PA 17057 Telephone: (717) 944-1333 ;" j' ff/);/ ../ -L..t'Ul'- ~(MJ'7' 1',UVNJIlIIAKJUl ,~J) ,JONJIlH. J', C. FOUK nIOU5ANO VINE 5TKHT MIDDLETOWN. PENNSYLVANIA 17057-3596 rUIMIONr. 11/.o.wo13JJ llLlCIJI'Ir.k 711.0.1.1..100.' ..[nk R.lltNNINGER.IR. DONALD L.IONES l~t[SP.r^NNE8AKtR March 18, 1996 Mrs. Barbara Richards 16D Rebecca Drive Duncannon, PA 17020 Re: Estate of Robert Hoover Cumberland County No. 1995-00396 Our File No. 14243 Dear Mrs. Richards: Please be advised that the First and Final Account of the Estate of Robert Hoover, Number 1995-00396, was filed with the Orphans' Court Division of the Court of Common Pleas of Cumberland County by Richard C. Hoover, Executor of the Estate, on March 19, 1996. A Petition for Distribution was filed at the same time. Copies of these documents are enclosed for your review and records. An audit will be held by the Judge of the Orphans' Court Division of the Court of Common Pleas on April 22, 1996, in the Cumberland County Courthouse, Carlisle, Pennsylvania. The last date to file objections to this audit is April 22, 1996, by 9:00 A.M. It is not necessary for you to attend the audit unless you so desire. Should you have any questions, please contact me prior to April 20, 1996. Very truly yours, James B. pannebaker LJW:jrnp L 03/18/96 (1) Enclosures . . ~".;Jv -( .1!.w ~~cN .1'J P.\.NNllIII.UUOIl AND .JONlllH. I'. C. FOUR 11l0llMNI> VINE HREET MIDOLETOIX'N. PENNSYLVANIA 17057-3596 TtUI'IiONt 117.041013)3 TtLECOPlt!l 117'V.~..lC)04 PETtP. k.HENNINCEk,JR. DONALD L.IOHU IA,MU a. PANNUAUR. March 18, 1996 Mrs. Amy L. Umholtz 1A southmont Drive Enola, PA 17025 Re: Estate of Robert Hoover Cumberland County No. 1995-00396 Our File No. 14243 Dear Mrs. Umholtz: Please be advised that the First and Final Account of the Estate of Robert Hoover, Number 1995-00396, was filed with the orphans' Court Division of the Court of Common Pleas of Cumberland County, by Richard C. Hoover, Executor of the Estate, on March 19, 1996. A Petition for Distribution was filed at the same time. copies of these documents are enclosed for your review and records. An audit will be held by the Judge of the Orphans' Court Division of the Court of Common Pleas on April 22, 1996, in the Cumberland County Courthouse, carlisle, Pennsylvania. The last date to file objections to this audit is on April 22, 1996, by 9:00 A.M. It is not necessary for you to attend the audit unless you so desire. Should you have any questions, please contact me prior to April 20, 1996. Very truly yours, James B. pannebaker LJW:jmp L 03/18/96 (2) Enclosures STATUS REPORT UNDER RULE 6.12 O() - ... :-' c' 'Ii c, .:rJ 11\1. Name of Hd) LJr.;:! f.l Ll I -..J Date of Death. Will No. Admin. No. J~tJr:.i'. 'Oblft ~'" , ,; .>J'.. . - Ul 6.12 of the Supreme Court Orphans' follow.lng with respect to completion of above-captioned estatel Pursuant to Rule Court Rules, I report the lhe administration of the 1. Stat'(/whether administration ot the estate is compietel Yes~ No . 2. If the answer is No, state when the personai representatLve reasonably believes that the administration will be complete. 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 I( NO~_. b. The separate Orphans' Court No. (if any) for the personal representative's account is I c. Did I:he personal representative s~\te an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' C,ourt and may be attached to this report. Date. <lit 1ft -i / ..:Tifr'M EJ P. -rr4HAlEi - rl~e~ ,lpVIf)Y"o,JFS, foe N~m~ 1 lease type or print) ~ 1/( 11/ IE. Sf; ~h ,7/JLE ;;aU/), /?/?: / JU;;:':? Address " , 17171 9'S" ~ -I ;?:7 3> Tel. No. (MAHlrmt/AM3 ) Capacity: Personal Representative ~.Counsel for personal ---"'-,- representative RW-27