HomeMy WebLinkAbout95-00865
IIII
II .1
\ ,\,11 J
II'
No. :2./-Q5- 'i?LP5
Estate! of
~tMIY I: , IInl'F~m 11m
. DCCCllSe!d
DECREE OF I)IWUATE AND GnANT OF LETTERS
AND NOW NOVEMIlEIl I (, 19~, iu considerolion of Ihc pelilionon
Ihe reverse ~Ide hereof, ,oll,foCIOr)' proof having heen pre'enled hefore Ille,
IT IS DECREED Ihol Ihe InSlrUlllenl(,) dOled ~t.,v I. 1 'J7]
de~erlbed Ihereln he odmlued 10 probole ond med of record 0' Ihe /0'1 will of ~Ia rv I~. lief fmo ler
and lellers 'rostamontarv
ore hereby gronled to Sibyl ,I. Ghor and lIorbQrt K. lIeffrnoler
, ~ ,-' 1 ,
'j ".,
j.V'::
;' _J,
'f ,'-,
j /.
r){LJ ~~~)
or, t
t'~; _t~:-J L . . r--
'..'.'
. ,
MMIY C. LEWIS
R.~i"" or 11'11I1
FEES
Probole, Leuers, Etc. ......... S 305.00
Shorr emlneoces(5) ..,.,...,. S 1 j; as
R<enR~ai1ron ................ S
.lrp S 5.00
TOTAL _ S 328.00
Filed "NOVEMBER..l 6... J.9!l.!j.,....."
Pnvid ". Steno, 09785
A rrORNEY (~u~. Ct. I,D. No.)
414 Bridge St., Now Cumberland, P^ 17070
,\PPRESS
(717) 774-7435
PHONE
LETTERS AND ORDER WERE MAlI,ED '1'0 ATTORNEY NOVEMBER 17, 1995.
.
II
II
I
SIGNED, SEALED, PUBLISHED ond DECl1lRED by Mary E. lIoUmeier, the
above-nmned Testotrix, os and (or her Lost Will and Testoment. in the presence
o( us, who hove hereunto subscribed our nomos OS witnesses at her request,
in tho presence o( the said Tastotrix and o( ooch other.
LAW O,,.CI.
JON ,., \.,,"AV."
III 'HI!lID ."UI'
poge two of two Pogos
NIW CU....UIl.AMD.....
REGISTER OF WILLS OF ClIfllll:IlI.^ND COUNTY
OA TH OF SUBSCRIBING WITNESS
Jon F. Lill"i\vcr
lOOdioIk
~1l:K:hl 0 subscribing whness 10 Ihe will presented herewhh, (each) being duly qualified according 10
low, depose(s) and soy(s) thai h... wn" present and sow
~Inry E. IIoffm"ier
the testal r I x , sign Ihe some and that h...
request of testol t Ix In h er presence and (in the.
other sub~crlbln& whness(es)).
signed os 0 witness at the
esence of each OIher 'I t e presence of the
Sworn to or affirmed and !ubserlbed before
me this 9 th day of
NOVEMBER 1995
\./l((l.\"(j\J~l1,,, ,//I"\~ },',i;~,,((,'!
MARYC. LEWIS ~:-"LIJtll'regISler
. on '. " 'aver
(Nome)
414 IIridge St.. New Cumberlnnd. P^ 17070
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMIlERI.^ND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Charles II. Stone and Dayid II. Stone
(each) 0 subscriber hereto, (each) being duly qualified according 10 law, depose(s) and soy(s) that
they ar" familiar whh the signature of Onrl"n" ft. I.onq
oodlclk
will
1l03t""'''''''''''XG1< (one of the subscribing witnesses 10) the
that they
presented herewith and
oodiBit
_ believes Ihe signature on the will is In the hondwrhlng of
Darlene ~I. Long
to the be~t of
knowledge and belief.
their
C~:Py~
(Name) Chnr lea II.
Arid n Strnot New Cumbcrlnnd,
P^ 17070
Sworn 10 or affirmed and subscribed before
me this 9 th day of
NOVEMBER 19 95
\ IIII (' 'J ,\ I I '~I "
'''J '.,1'" j./..', I, 1/', j~'I'
MARY C. LEWIS eglSler
P, l'( (/ 'j'
414 Ilridge St..
Stone
414
-
"
(
New Cumbcrtnnd, P^
17070
(Address)
CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent: Mary E, Hoffmeier
Date of Death: November 2, 1995
Will No. 2195-0865
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(al of the orphans' Court rules was served on or mailed
to the following beneficiaries of the above captioned estate on
December 13, 1995,
Mrs. sibyl J. Gher
116 Oak Drive
Camp Hill, PA 17011
Mr, Herbert K. Hoffmeier
740 Fishing Creek Road
New cumberland, PA 17070
Notice has now been given to all persons entitled thereto under
rule 5.6(al.
Date:
Ie.. (~ . f.,-
Dav d H.
414 dge Street
New cumberland, PA 17070
717-774-7435
,capacity:
Personal Representative
x
counsel for Personal
Representative
~,
t"'-l
,.
..'.' .l
~; ~
68
Lt.
~ ~. '".. '",".' ~..
;
r--g--A A-082570--:0MMON~EALTH OF-:ENNS~~:AN~~------------.~- , --
NO.. . DEPARTMENT OF REVENUE
"~1I'''' I'''' OFFICIALRECEIPT . PENNSYLVANIA INHERITANCE AND ESTATETAX '. ::. ~
RECEIVED FROM:
fJ
ACN
ASSESSMENT r:t
CONTROL 1;,1
NUMBER
AMOUNT
STONE DAVID H ESO
PO BOX E
101
$1'>',000.00
NEW CUMBERLAND, PA 17070
saN 197-50-9800
tFIRST) (Mil
REMARKS
2/95
HERBERT K
CIO DAVID
CHECI<II 5
m TOTAL AMOUNT PAID
$19 . OOQ->-Q..O
vz
HOFFMEIER
H STONE ESQ
REGISTER OF WILLS
I .." . / ,,_
RECEIVED BY / / ( <'./< '.., :' ", /
</ $IONA'YII.~.. . , .) 1 ;:
MARY C. LEWIS ~.. ,:(0' . ~.
REGISTER OF WILLS
,
:/
SEAL
'"i-
,
-....- - -- -- -- --- -- -- - -- - - - - ---- - --- - - -- - ---:-.-- - - ,.---
. '
"
..---
,
__. _" .___~_ ,.......~A.~_ _"'J r--;"
Rf'tl,OO EX+ 1',C)"1
.
!:-
'OR OATIS 0' DIArH AnlR 12/31/91 CHICK HEAl
" A SPOUSAL
POVIRTY CAlDIT IS CLAIMID 0
fill NUMBIR
z
=
;:
..
...
if
:or
=
u
'"
..
...
~~
COMMONWEAltH Of PENNSYlVANIA
DEPU'MfNf Of RrVfNur
DfP' 210601
HARRISBURG, PA 11I7B.0601
DlcrOEN"5o NAMI 11,.1.501, It'n, ,AND MIDOU INfllAlj
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
21
COUNry CODE
DlcrOIN"5o COMmit AOOlln
')5
YEAR
OHfJ'i
NUM8EI
...
ilj
iii
u
'"
=
'J7j Clilremont I>rlve
CarllHle, I'A 171113
co",,,,.,
AMOUN' 'fClI'ffo IS,U INn'UClIO'dl
5oOCI,Al ~fcu'n., '4U IU
OAlf Of CfAIH
( _r: _ _ ',_( r:
1.'."II(A.IIIIUIWIW'''GI~UUI''.''I'Ur,II.''II'.''O.''ODIfI'''I!.1I
l!!
i..::!;::
h:lfu
==ct
u"'~
S'"
00 1. O"ginol A.lu,n
O~. L1mit.d E.,ot. 0 ~o. FuluII Int.,." Comp,cmh.
('0' dol.. of d.olh ok., 12.12.82)
(XJ 6. D.c.d.n, Di.d T"'afe 0 7. O.c.d.n. Mainlain.d a living T,ul!
(Alloch copy 01 W,ll) (Alloch copy 01 T,ulI)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
NAMf COMPlfTl MAilING "DoRU~
R.maind., Relu,n
(fa, dale. of d.ath p,ior 1012.13.82:
Federal Ellal. Tal. R.,u," R.quired
o 2. Supplem.nlol R"u,n
03.
OS.
_ 8. Tolal Numb., of Safe Depo,it SOUl
oJ....
",ilj
"'ct
"'z
8le
TlU'HONf NUMIU
StOle EH uire'
z
ct
;:
:5
~
Ii:
..
u
'"
'"
I. R.al EIIOI. (Sch.dul. AI
2. S'ocks ond 80nd. (Sch.dul. 81
3. Clallly H.ld S'ock/Pal1nlnhip Inl.,.,t (Schedule q
... Mougeg.. and NOI.. Rec.lvable (sch.dul. OJ
5. Cosh. Bank Deposits & Miscellaneous Penanal Prope,'y
(Sch.dul. EI
6. Jointly Own.d Prop"ty (sch.dul. F)
7. T,an.lor. (Schedul. GI (Sch.dule LI
8. Total G,on Au,', (tolallln., t.7)
9. Funeral eapen.... Admlnlslrallv. CO"" MIIe.llon,cul
bpln... (Schedul. H)
10. Debts. Mongoge Uobili,I.., L1.n. (Sch.dule II
11. Tolol D.dudlon. (10101 Un.. 9 & 10)
12. Net Valu. of E.tal. (lIn. 8 minus Une 111
13. Charitable and Gove,nm.nfal a.que'lI (5chedul. J)
14. Nel Valu. subj.ct 10 Tal. (line 12 mlnullln. 13)
IS. Spou.ol Tro",'e.. (10' dol.. 01 d.olh 01,., 6.30.94)
5.. In"ruetlon. for Af,pllcabl. P.rcentage on Reve",
SId.. (Includ. \'alulI rom Schedule K or Schedule M.J
16. Amount of line I~ la.oble at 6% ral.
(Include va/u.. from Schedul. K or Schedule M.J
17. Amount of line 1~ laaoble at 15% '01.
(Include value. ',om Sch.dule K or Schedule M.)
18. P,incipollo, due (Add 10. ',om Un.. IS. 16 ond 17.)
19. (,edill Spou,al Ponny Clldil Prior Poymenll
+ ~ 1 Q . nnn nO +$ 1 ,"on. no
20. If line 191, 9,eat.r thon Un. lB. enter .he dill".nce on line 20. This I. .he OVERPAYMENT.
aD
21. If line 18 II grlal.r thon line 19, enl.r ,h. diff.,enc. on lIn. 21. Thl, is ,h. TAX DUE.
A. Enl., the lnr.,,,, on the bolancl due on line 21 A.
B. En'" 'h. '0101 01 Uno 2' ond 21 A on Une 21 B. Thi, I. Ih. BALANCE DUE,
Malee Ch.de Payabl. tOI R.gl.,., of wm., Ag.nt
121)
(21AI
(21&)
1.713.IH
.00
1.733.JH
Check hero if you aro requolling 0 rofund of your overpayment.
(19) 2lJ, ()()g. glJ
120)
>- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
nde, plnalties of p"jury, I declor. that I have examined this r.,u,n, including accompanying schedul" and 'Iatem.nll, and to Ihe bell of my ~nowledge and belie',
Is t'UI, COlrect and complele, I declo,. Ihal all 1101 ellale ho. been "parted at true mark.. \lolua. D.claration of p"pallr oth" than th. penonal r,pllllntali\le i,
led on aU lnfo,molion of .....hlch P"pollr has any ~no'Wl.dg..
~'If ".'11I ~N ..-.:" r I '~R 'lUNG 'nUIIN ACD'U~ CAn
~ ,.' y ;,. emll,lIll1 1''\ ~-1-.'l
IN U'E 0"
116 Oak Dr.
ADoRUS
P.O. lIox E,
DAlE
SCHEDULE E
CASII , DANK, DEPOSITS
ANI> MISCELLANEOUS
PImSONAL PROPERTY
ESTATE OF
FILE NUMBER
Mnry E. Hoflincicr
2 I 95-0865
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
I.
Meridian Bank-Accl. #SV 8291~17001, Principal $H,203.86, Inl. $30.71
$ 3~,23~.57
2.
Meridian Bank-Acct. #CD ~6272 I 7880, Principal $62,000.00, Inl $2,592.H2
6~,592.H2
3.
Harrisburg Beleo Fedcral Credil Union-Reg. Savings Accl. #05~3~O, Principal
$30,101.71, hu. $77.\13
30,179.6~
~.
Fullon Bonk-CD #522.{1072982, Principal $70,601.~\I, Inl. $19.81
70,H62.13
5.
Harris Savings Associolion-CD #07-62-210771, Principal $94,HH8.25,lnl. $\157..11
95,H~5..66
6.
PNC Bonk, N.A.-CD #2100 JU I 76U6, opened on hef dale of dc.1lh
100,UOO.OO
7.
I'old Perseriplions. InC.-refund on insurnnce
IH8.00
H.
PA Blnc Shield-refund on insurnnec
3~.73
9.
Blue Cross/Blue Shicld-refund on insurance
259,77
. .
TOTAL (Also enler on line 5. Reca ilulmionl
$3\16,1\17.>2
,
Merldlen Benk
Tho Meridian Center at Spring Ridge
PO, Box t 102
Reeding, PA 19603.1102
(610) 655.2477
~Meridian' Bank
POlor J. Slrunk
V,ce f'It.l51,1onl
COlporalO n(!CCf,IS M.lhilljI.HI:Hlll!
Regulator,' ,\pp"C.lt'OI1S
Deccmber 26, 1995
David H. Stone
Attorney at Law
414 Bridge Street
p.O,Box E
New Cumberland. P A. 17070
Rc: Estate of: Mary E. Hoffmeier
Date of Dealh: 11/02/95
Dear Mr. Stone:
We received your letter dated December 13, 1995. Our records indicate the following
accounts and balnnccs as of Ihe date of death:
Date
Account # Account Title Ol1ened
SV 8336534306 Mary E. Hoffmeier 02/20/76
SV 8291417001 Mary E. Hoffmeier 01/21/94
CD 4627217880 Mary E, Hoffmeier 03/27/95
Date
Closed
03/23/94
Principal
Acer.
In1.
$ 34203,ll6 30,71
62DDD,OO 25lJ2,H2
Should you have nny questions, please cOlltaet Deborah Mengel, COl1lplillnCC Specialist, III
(610) 655-4212.
I' JS/dm
CK = Checking
Sincerely,
~..-tJ q ~-d- /J .
\ ~0Le.r . I....U:..:-a...../C <i
Peler J, Strunk, Vice Presidcnl /~
Corporate Records Mmmgcltlcnt
SV = Savings
CD = Cel1ificnte of Deposit
SD ". Slife Deposit
,
.
HARRISBURG BELCO FEDERAL CREDIT UNION
Dale:
j" f ,; -, .f,)l/...,"
\ ~-,.(/ "I'"
...40 .
/1((7~1
1/1'"
)!. ,.
..I , ,
."1/..'" ,'y ~' ,
.).{,t't', ,./,.:.
. t ,,,/(..... '~I
,r. .
......_. .1.1:......
/'-,~' I)l':' :-
',~,J1C
Re: Your Letter Of
Deceased Estate
'/h.., ,'),1'/..,.-,
, ',r '/X;t. '.~
,(,~~
Of
/3./'/"''''- .
YJ).~ '1 ;,Icjf-"I!.>! U'L I
Dear
Enclosed please find a document vhich represents our ansver vith regard to
the estate referenced above.
In the event that you need any additional information, please submit your
request to the Accounting Department, Harrisburg Belco Federal Credit Union,
Post Office Box 82, Harrisburg, Pennsylvania 17108.
Sin~~rely yours,
fl,
.;zi,:.Jd <..--,:. .6,,~
Susanne E. Rudy
Accounting Hanager
Enclosure (1)
I
MAIN OFFICE: 403 N. 2nd Street - P.O. Box B2 . Harrisllurg, PA 17108 . Phone: (7171 23.BELCO
INaJA-'
-----
Decedent Estate Information Form
1. Name(s) in vhich the accoun t vas held:
"'-'
" If
\\ -j -, '
..:. ..... 11\". li~ (
2. Account Number:
1\ C; 1\ "), '-\ (
\: _ I - i
\1 \ ) \ \';
3. Balance as of date of death:
Accrued
Dividends
$ " '1,\ 'l,
$
$
$
-
Regular Savings:
Christmas Savings:
Money Management Savings:
Checking Savings:
Balance
$ ~() \(';\, '1 \
$
$
$_
\ Cert1[icnto
Numbor
Balance
\ Accrued
i ",,,,,d.
Certificates:
$
$
$
"
~!' H
I, ;
4. Date the account vas initiated: l ~ \ .-' \ ' <
5. Name(s) in vhich Safe Deposit BoX vas held: \ 11
\
6. Date the box vas initiallY rented:
7. Branch addresS at vhich the box is located:
rar Oiam
Intarest
B. Loan Information
Mcrlled
Interest
a. Unsecured loans:
$ ;~
$
$
$ ,
$ !J
$
$
$ -'
$ -
b. Secured Consumer loons:
c. Mortgage loans:
9. Miscellaneous:
~
~
ATG _ 176 REV 11/92 PAGE 2
IUHARRIS'
U SAVINGS BANK
(Innis Sil\'in~s ()pl'ratIOI1S Lt'utl'r
fi:m North 12th S(n~l'l
J.rlll"l'"'', 1"''''''l'I\'allla 171J.1:1
71717:11,101411
7171731.IIH5l1 Fax
Decambcr 15, 1995
Stale, l.aFaver , st.ooo
414 Br.ldqe Stroct
P.O. !lox E
New o.morland, PA 17070
The intor:u.tion which ;you rec;ueste:! C:l the acco~t(s) o~ /obry E.
Hoffnpler EState Soc:.al Sc:t:::.ty # 197-50-Q800
is as tollo\ls:
Accaa:t Nu=ber(s)
07-62-210771
C13ss 0: Accc~~
2~ Yr. ~.
Da~e Opened
9-24-91
Princ:.p~ Balance
$94,888,25
Ac:rued In~eres~
957.41
Sala.'lce at
D~te ot Death
95,845.66
Accal:l1t
v.mer:lhip
Irdi vidual
Name at Joint
Owner, ~t any
Date Ownershi;r
Was !stabllshed
9-24-91
Additional In!or-
mation requested
Sincorcly,
. ,,'
~"" < ..-=:-.4__ -,; L.~, <::____
'Gret:chon L. C1tle
Sr. RotaiJ l'dnini.!ltrotiaJ Services Rop,
SCHEDULE 11
JOINTLY-OWNED plWPERTY
ESTATE OF
FILE NUI\IU.:lt
Mo,,' E. HolTmeler
Jolnl'rnanl(')
219S..0HCtS
NAMf.
AlIllImss
1lf.I.ATlllNSIIII' TO llf:n:,mNT
A. Sibyl J. Glter
116 Oak Drive, Camp Hill, PA 17111 I
daughter
B.
C,
JoIn~y.......od p"'..."y'
LETI'EIl
ITEM FOIl lIATE DESCIUI'TION OF PIlOPElln' TOTAL VAI.UE DF.CD'S DOt.I..\t1 V,\I.UF. OF
NUMUF.11 JOINT MADF. OF ASSIIT "'INT, DF.CEDENT'S tNTEREbT
TF.NANT JOINT
1. A 01.01-78 PNC Bonk, N,A.-Chccklllg Ace\.
#5140029676 S 5,625.64 50% S 2,812.82
2, A 07.01.80 PNC Bonk, N.A.-Sovlngs Acel,
#51301144418, Prine, SI4,964.18,
loterest S2 1.19 14,985.37 50% 7,492.69
'fOTAI4 (Abottllcroullnt6, It~'IpilUl;slion) S 1O.3115.5 I
rNC lIank. ~.^.
l'IU\lllu);h.I'A 1~2Mt
PNClBANJ[{
Tax Service Centor
One oliver Plaza
22nd fIr
Pittsburgh PA 15222
December 21, 1995
..,
- .- -. .- ..
.. . .... ~...
Stone LaFaver & stone
414 Bridge St
POBox E
New Cumberland PA 17070
RE: Estate of Mary ~offmeier Decd
Certificate
121001017606
MARY E HOFFMEIER
Est. 11-02-95
Opened on her date of death Ba1 $100.000.00
Checking
15140029676
Mary E Hof[meier or Est. 01-01-76
Sibyl J Gher
$5.625.64 non interest bearing
000 Bal
savings
15130044418
Est. 07-01-80
DOD Ba1
Mary E Hoffmeier
sibyl J Gohr
$14.964.18 + $21.19 . $14.985.37
Could you please send us a copy of her death certificate so
that we can mark her records accordingly.
(jDec;dent;~or~;:1
(t!et-(L~~--
TOTAL P.OOI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS
AND MISCELLANEOUS
EXPENSES
ESTATE OF
FILE NUMBER
Mary E. Hoffmcicr
2195-0865
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
Funernl E11lenles:
I..
2.
Slone & Murray Funeral Home-funeral expenscs
4,418.00
Admlnlllrotll'e Cosls:
D.
Personal Represenloli\'c Commissions
Social Seeurlly Number of Personal Represenloli\'c:
I.
Year Comllllsslon paid
Atlomey Fees Slone LnFo\'er & Slonc
12,195.00
2,
Family Excmplion N/A
3.
Claimanl
Relationship
Address of Claim ani nl deeedenl's demh
Strcct Address
CII)'
Slate
Zip Code
4.
Probatc Fees lellers TesllllnenIOl)' & 5 short eert. ($328.00), filing Inherllnncc Tnx
Return & In\'enIOl)' ($25.00)
353.00
C,
Miscellaneous E1llenles:
I.
2.
3.
4.
5.
6.
7.
8.
9.
Cumberland lm,' Journlll-lId\'. Letlers TeslllmCnllll)'
The Patriot Neil'S CO.-lid,'. Lellers Teslllmenllll)'
I.R.S.-paymcnl ofdeeedenl's 1995 finlll federnllneomc IIIX
PA Departmenl of Revenue-pO)'melll ofdeeedent's 1995 fiual SIllIC Income lOX
Rcscf\'c for closing expenses
40.00
55.45
21,646.00
2,839.00
2.nOo.Oll
TOTAL (Also enler online I). Ree:, IInlllllon)
$43.546.45
"""0,,,1(1.
'NC:U"'.I."L""lI."'"
.,
lAW onH::n
.JON I~. 1..\.F.""RIl
.
:U11111R1l srllrl.l
NEW ClJMI1U\lANIl, PHHJ!tYlVAtllA 17070
"
LAST WILl, AND T~:STAMENT
OF
MARY E. 1I0FFMEIER
I, MARY E. HOFFMEIER, of New Cumberland, ClDOberlond County, Penn-
sylvania, being of sound mind, memory and understonding, do hereby make,
publish and declare this as and for my Lost Will ond
Testament hereby revoking
I
I
,
and moking void any and all other wills by me et any time heretofore made.
1.
I direct thot my Executor hereinafter named sholl pay all my just
debts and funeral expenses os soon as conveniently may be done after my
decease.
II.
All the rest, residue and remainder of my estate, whether real,
personal or mixed, and wheresoever situate, I hereby give, devise and bequeath
unto my husband, GEORGE K. HOFFMEIER, if he survives me by a period of thirty
days. If my said husband does not survive me by a period of thirty days, then
this gift to him shall be divested, and I then give, devise nnd bequeath my
!I
I entire estate unto my two children, SIBYL J. GIIER ond IIERBERT K. HOFFMEIER,
I
in equol shares.
III.
I hereby nominate, constitute and appoint my husband, GEORGE K.
HOFFMEIER, as Executor of this, my Lost Will and Testament. If the said
George K. Hoffmeier shoold predecease me, or otherwise fails to qualify, or
ceases to act as such, then I nominate, constitute and appoint my two children
SIBYL J. GHER and HERBERT K. HOFFMEIER, as Coexecutors.
IV.
No fiduciary acting under this Will shall be required to post bond
in this jurisdiction or in any jurisdiction in which he may act,
IN WITNESS WHEREOF, I, Mary E. Hoffmeier, the Testatrix, hove unto
this, my Lost Will and Testament, set my hand and seal this
I~r
day of
May, A. D., 1973,
/f) .
, ll'{."t--','
. /1
,
.If / / u'
~. ,./.,.. ( / , , . . .. c , l.
j, ~
(SEAL) ,
!
Pnge one of two Pages
, I
./1.
I
.'
.
"
--
SIGNED, SEALED, PUBLISIlED and DECLARED by Mary E. \Ioffmeier, the
obovo-nomed Teatotrix, OS ond for her Lost Will ond Testament in the presenco
of us, who hoyo herounto subscribed our nomes oS witnosses at her request,
in the presence of the said Testatrix and of each other.
CA~-1M~1. -
I " .
/W"lL." fir )~
-
Pogo two of two Pogos
I.
I
~
I.j
Inventory of the real and personal estate of
(
.:::--'
Hnry E. lIoffmeior
deceased
. .
< !
PERSONAL PROPERTY
I. Meridian Donk-Accl. #SV 8291417001, Principal $34,203.86,
Int, $30.71
$34.234 57
64,592 82
30.179 64
70,862 13
95,845 66
100,000 00
188 00
34 73
259 77
$396,197 32
2, Meridian Bank-Acct. IICD 46272 I 78811, Principal $62,OOIl.OO,
1111 $2,592,82
3. Harrisburg Belco Federal Crcdll Union-Reg. Sa\'ings Accl. 1I1l54340,
Principal $311,IllI,7I,lnl. $77.93
4. Fulton Bonk-CD 1/522-0072982, Princip.11 $70,601.49, Int. $19.81
5, Harris SO\1ngs Associolion-CD #07-62-210771, Principal $94,888.25,
Inl. $957.41
6, PNC Bonk, N.A.-CD #21001017606, opened on herdnte ofdcnlh
II
7. Paid Perscriptions, InC.-refund on insurance
8. PA Blue Shield-refund on Insurance
9, Blue CrossIBlue Shield-refund on Insurance
TOTAL PERSONAL PROPERTY
REAL PROPERTY
NONE
~f~
-.
.:....
N
<:)
.....,
n:
, .-
N
~
~
~
'0
p,
!Set:
.)
" .
o
"0
'J
,~
_:J
F
() ...)1
01:,)
CllO:
0:
"
,n
;,;E
-=>
uu
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
51:
----~---~
.__._____._________-- ..5IbY.L-h..9J!er. - _..._-----
bolng duly sworn d' I I d d Ih I Hh IH th" Co-I!Kncutor
_._ ....' .___ occor Ing 0 ow, opo.o, on soy. a 0
._________._-....-.---- 01 Iho ElIolo 01 JlnO'-&. lIoff",,,l"\'
1010 01 _~liddloSllX Township . _ .__.____, Cumborlond Counly, Po.. docoDlod and Ihot Iho
wllhln Is on Inyonlory modo by ._.SlbyLJ.._-Ghur _.- -- , Iho .old Co-I!Kecutor
01 Iho ontlro 0.1010 01 sold docodonl, con.htlng 01 all Iho porsono\ propdfly and rool o.loto, oxcopt '001 011010 ouhldo
tho Commonwoollh 01 Ponnsylyonlo, and Ihol Iho IIguro. oppo.lIo ooch 110m 01 Iho Inyonlory roprosont It'. lair yoluo
.. 01 Iho dolo 01 docodont'. doolh, v- J- (; /:'. '., I'l j
f'.( . ("Id 7' >(/11/''(
aj!I':;.~~'71fI",~
Sibyl J. GhnrCo...euculor 'P"-"
--
and .ub.crlbod boloro mo,
19
__.lliL oal<..Jlrive
Camp 1\111. Ph 17011
Addr...
Ooto of Outh
02
Ooy
p
Month
1995
Vur
INSTRUCTIONS
I, A'n lnyentory mull bo mod within throo monlh. allor oppolntmont of porsono\ ropro.ontatlyo.
2. A .upplomont tnyontory mu.1 bo Wod wllhln Ihlrty doy. 01 dl.coyory of additional auoh.
3. Addlllonol .hooh may bo ollochod a. to porsonallY or roally
4. 500 Arllclo IV, Fiduclarlos Act of 1949.
~ ..;
.... ..
~
~ ffi S ~
..
a- u
In 0 VI .. ..
'" ~ .... .... ... c '" ..
co :t '" 011 :. ..
0 a- U. '.... .,j c
... ..J ~
, ..J jj 0 \ OIl, a- 0
In UJ U. -< a. :l:
a- 0 '" .... I i: -<
..... ~ Z ]\
N 0 c
C ~
VI Z 0
0 '" .1 u
z w -< ....
a- "', "0
>.\ , c
- ~
.... 0 ~
'" ..
:>: A "0 ...
.. e
- .!! 0
~ " 0
-' () u: CD
I
I
I
I
I
I
I
I
I
I
I
I
t
t
I
I
I
L 'otOtlll'
I
I
I
I
I
I
I
I
I
I
~. -. ~..- .... -.
,._....-.._-<.-....~ ..
DNo:;M
'lbolMa n I......
1 "2'927':"c~~~~NWEALT~ OF PENNSYLVANIA .
., ,", '''", . DIl'AInMINTOP RIVINUI
,.. .....:.:... ',;,-", -"':' ,.-j- , .. ,'," -, c --,~ _ _ -':. '".." .. ...... .. .0 ,_,', " -', ,," _ ... .':" ...'.. .. '. ...." ," ': .." .. ,_...., _ .....0 ..
' ,OPFlCIAUICIIPJ. PINNSYLVANIA INHERITANCE AND ESTATITAX .
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
i..~,..",.....,...
"~
RECEIVED FROM,
6
m
DAVID H STONE ESQ.
,01
.1.'33.1B
PO BOX E
NEW CUMBERLAND,
PA
J7070
ICHDHur
ESTATE INFORMATION,
~ FilE NUMBER
1II 2 J -1995-0865
~ NAME OF DECEOENT lLAST)
~ HOFFMEIER MARY E
II DATE OF PAYMENT ...
m POSTMARK DATE
COUNTY
SSN 197-50-9800
IFIRST) IMII
'.
CUMBERLAND
DATE OF OEATH
REMARKS
m TOTAL AMOUNT PAID
I
*1,733.18
DO
HERBERT K
C/O DAVID
CHECK" 12
HOFFMEIER ETAL
H STONE ESQ.
I I
'. I,
I
RECEIVED BY I
SEAL
r .:' ~.. . I
'u.--' (,.., ,_,}j ,'>"/-/-.i
.- 510NATUIt~ I , I
,L". .,i" I
MARY C. LEWIS . II
REGISTER OF WILLS . , :
.. '" n~ --n'n---____,_,_,...___________J
, ,., .1 J '
REGISTER OF WILLS
------------..--.-- _ _ .n.... _'."
",
'i,
~
. .
.!
.
.----
- ...-.. -'-,':... -
______+ ___~..'...-.--.-._A _ . "
/ . J
.,
'.
I
REV-1547 EX AFP 112-951*
COHPtONW(ALlIt Of Pf:NNSnVAHIA
IXPARlHEHI Of R[V[tfJ[
BUREAU Of INDIVIDUAL TAMES
I)[Pf. 110601
HAARISBURG. Pi 1111a-0601
NOTICE Of INIlERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
ACN 101
DATE 09-16-96
11-02-95
(''''''
FILE NO.
COUNTY
CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of THIS fDRH WITH YOUR TAX
PAYHENT TO THE REOISTER Of WILLS. HAXE CHECK PAYABLE TO "REOISTER Of WILLS. AOENT"
REMIT PAYMENT TO:
DAVID H STONE ESQ
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount ReMitt.d
. .
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiV':iscii-iif-"W-n'2:9iff-iiiii"icEuOF-YNHEifiTANCE-YAX-jiPPR'A-isEHEii:r;-,U.i."oiiANCE-oli---------nnuu
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMEIER MARY E FILE NO. 21 95-0865 ACN 101 DATE 09-16-96
TAX RETURN WAS I I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN.
1. R..I eat.t. (Sch.dule AI (1)
2. stock. and Bonda (Schedul. B) 12.
3. Clo..ly Hald stock/Partnership Inter..t (Schedul. C) (31
4. Hortg_g..IHot.. Receivable (Schedule OJ 14J
5. C..h/Bank Deposita/Hlec. Pareonal Property (Schedule EJ IS)
6. Jointly Owned Property (Sch.dul. fJ (6)
7. Transf.r. (Schedule OJ 171
a. Tot.l A...t.
APPROVED DEDUCTIONS A~D EXEMPTIONS:
9. Fun.,.l E~p.n.../Ad.. Coat./Hiec. E~p.n.e. (Schedule H) (9)
10. Debt./Hortgege Liebiliti../Li.n. (Schedule I) (10)
11. Totel Deduction. ,
12. Net Value of TeM Return
15. Cherlteble/Govern~ent.l 8equ..t. (Schedule J)
14. Net Valua of E.tata SUbjeot to Tax
) CHANOED
.00
.00
.00
,DO
396,197.32
10,305.51
.00
Ie)
43.546.45
736,73
1111
ll21
ll31
ll41
406,502.83
44.~8~ 18
362.219,65
.00
362,219,65
NOTE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
If an assessment wes issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
IS, Anou"t of Line l4,at Spou..l
16', A~ount of Line 14 t.~.bla at
17, A.ount of Line 14 taxable .t
18, Principal Tax Du.
r.t.
Lln..l/Cl... A rat.
Collataral/Cla.. 8 rate
ll51
ll61
ll71
TAX CREDITS I
PAYHENT
DATE
02-01-96
06-12-96
RECEIPT
NUHBER
AAOB2570
AA1l2927
DISCOUNT "I
INTEREST I-I
1.000,00
,DO
.00 X .00.
362.219,65 X .06.
.00 X ,15.
llB)
AHDUNT PAID
19.000.00
1.733,18
TOTAL TAX CREDIT
8ALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
.00
21. 733 ,18
.00
21. 733 .18
21. 733 .18
,DO
.00
,DO
I If TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUI~ED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE OF THIS fORH fOR INSTRUCTIONS,I
9Cl
'.,1
:;1
t~~
RESUVUJDHI fit.... of decMtMtI dylne on or H'or. Dec.....' 12, nil ... If en., fulur. Int.,... In ,he .,t.t. 1. trM.,.rnd
In po.....lon ar enJov.en. to el... . (coll.t.,.1I ~flcl.rl.. of the decedent ,ft.,. the ..plnUM of eny uht. 'ar
II" or for V"," the C~.lth hIIr~y ..pr...lv ta..tv.. t~ right to appra... 8nd ...... Itln.',,, Inhe,lttnel r....
at the ...'ut ell.. . (coll.,.,.l) t'" on eny .uch future Int.,..t.
.........OF
NDflCE, ro fulfill the reqult......'. of Section ZlU of the JntM;,.1t1lnC1 ..... Elt." 1811 Act, Act U 0' 1991. 7Z P.S.
Section ZlteO.
PAYfl[Nh D.tKh lNi top portion 0' this Notice Md .ue-It with your pIV...,t ta thl RIghta,. of Wllb prlntad on 11'1II ravln. ,Id..
.....11. check or 110M" ariM, p.,.tIl, tal REGISTER OF MILLS, ADENT
All pIVlent. recllved .~Il fir.' be applied to eny In'."" which ..., be due with any t..,lnd.' applied to the t...
REflIHD (CR)I A r.'und of . tl. credit, which WI' not rlque.t.d on tM f.. R.turn. 'I~ b. reque.tld b_ Cl*PlaUnll ." "Appllutlon
for aafund of hMnlvenla Inherltanu and Eltatl T.... IREV-nUJ. Appllutlon. Ira ,v"labl. at tM Offlu
of the RIIII,'lr 0' will., any of tM 21 alV.nue DI.trlct O"lc... or b_ cllllng ,he .p.cl.1 24-hour
an.w.rlnll ..rvlcl nuab.r. for for.. ordlrlngl In Penn.ylvanl. 1-800-562-Z05D. out.ldl Penn.ylvanl. end
within 10c.1 Hlrrlsbur. .,.. 1717J 717-IOM, TOO' 1117) l1Z-ZZ5Z Wllrlng IlIpllred Onlyl.
OBJECTIONS I Any p.rty In Intlr..t not .Itl.flad with thl appr.I....nt, .llaw4nc. or dl'lllowsne. a' deduction., or .......ent
of tlM (InclUding dl.count or Int.r..t) a. .hown an thl. Hotlc. .u.t obJ.ct within .IMty (60) d.y. of rlc.lpt 0'
this Notln bYI
....rltten prot..t to the PA O.p.rteent a' R.venul, laard of App..... D.,t. lllOll, Harrisburg, PA 17IZI-lon. OR
"'I.ctlon to h.va the e.tt.r dlt.r.lned et IUdlt of tM ICCCKrlt of thl pu.on.1 ,.pr...ntIUve. OR
--epp... to th. Drphan.' Court.
ADHIN
ISlRUIVE
CDRRECT10NSI
ractual arror. dl.cav.r.d an thl. ........nt .hould b. .ddr....d In ..rltlnll tal PA D.partlent a' R.venu.,
lurlltU of Indl"htull l...., -AnNI Po.t ........nt R.vl... Unit, Dlpt. l80601, H.rrlsburg, PA llUI-0601
Phon. (7171 7.7'6S05. 5.. P'.' 1 of thl bookl.t "In.tructlan. far Inh.rltenc. flM R.turn for. R..ldant
O,cldent" IREV'1501) for an .~planltlon of .d.lnl.tr.tlvlly corrlctabl. Irrorl.
DISCOUNT I
If eny tu due Is Plld within thr.. CS>> ulendlr lonth. e".r the d.nd.nt'. dll'h, . II". p.rcent (SJO discount of
the t'M PIld I. 111~w.d.
INtEREST I
Th. 15:C t.. a...utv non'p.rtlclp.Uan plfYltv I. coeput.d on the tatel 0' thl t.~ snd In"rllt .......d. and not
p.ld b,'or. Jenuarv II, 1996, the 'Irst da~ aU.r the .nd 0' th. t.. a."utv p.rlod. 'hit non"partlclpatlon
p.nelty I. .pp..labl. In thl .... ..nn.r and In the thl .... tl.. p.rlod .. you would app..1 the t.. and Int.r..t
'h.t hu b..n ........d .. Indlclt.d on thlt notlc..
Int.r..t Is ch.rll.d b.olnnlnll with flr.t dlY of d.lInqu.ncy, or nln. 19) .anth. end an. III dey fro. the d.t. D'
d..th, to the d.t. of pIy..nt. ,.~.. which blc... dellnqulnt b,'ar. Jenu.ry I, 1982 b..r Int.r..t .t the r.te of
.Ix C6l0 perc."t p.r II'IhUI cllcul.t.d .t . d.llv rat. of .OOOH,,-. All tlu. which b.c... d.lInquent on and .fter
Jenulry I, 191Z ..III b..r Int.r..t .t . r.t. which will v.ry fro. c.l.nd.r Y.lr 10 c.llnd.r y..r with th.t r.t.
~Id by the PA D.p.rt.ent of R.v.nu.. lh. .ppllcebl. Int.r.st r.t.. for 19.1 through 1996 .r"
PENAllY I
~ Int.rnl R.t. D.lly tnl.rllt rAclor ~ Inl.r..t RIlII. D.lly Inl.r..t rllctor
t.,az ZDX .000SIoI 19.7 .. .000llio1
I"S ... .0001018 19.1-199' ". .00OSDl
1911i4 II< .000101 1992 .. .000llo7
Ins 15< .00US6 1991-199" .- .000191
'91' ID< .OOU14 1995-199" .. .000l4l
nlnter..t It ulcu..t~ II 'allow..
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FAeTDR
--Any Notlc. I..uld ,'I.r the t.. b.co... d.llnqu.nt will r.tl.ct an Int.r..t c.lculetlon to flft..n C1S..d.y.
blYond th. da'l of the ........nt. 11 p.y..nt Is ..d. Iftlr the In"r..t coapu,.Uon date shown an the
Notice, 'ddltlon'l Int.r..t lU.t b. celcula,ad:
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mary E, Hoffmeier
Date of Death: November 2, 1995
Will No. 21-95-0865
To the Register:
pursuant to Rule 6.12 of the supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes -K-- No____
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final
account with the court? Yes ____ No X
(b) The separate Orphans' Court No, (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes --X- No ----
Date:
in
copies of receipts, releases, joinders and
formal or informal accounts may be filed with the
Orphans' Court and may be ttta~he t is report,
1 ~. '1"1" "-- .)
David _8
414 Bridge Street
New cumberland, PA 17070
717-774-7435
(d)
approvals of
Clerk of the
-I
,
I
personal Representative
capacity:
_.~ ;"'J
('"or"
.-f"'-.'
X
counsel for personal
Representative
c.)