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HomeMy WebLinkAbout96-00054 ~;;, STATUS REPORT UNDER RULE 6.12 Name of Decedent: FLORE:ICE A. HOSLER Date of Death: nonombo~ 30, ,Q95 Will No. 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 y No 1996-000~U. Admin. 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: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the orphans' Court and ma e at ched to this report. I."", J. nobert stauf Name (Please type or print) ;;arltot Squaro Bldg. Hechantesburp:. FA 170~t; Address Date: Fob. ? ,qq[ (717) 766-q673 Te 1. No. ., ,0" ~.,.. ., Capacity: personal Representative x Counsel for personal representative (MAH: rmf! AM3) El/al" IIf Floroneo _A. 1100 lor aim klll/II'/I a,\ I)I<:TITION FOR PRODA TE and GI{ANT OF LE1TERS No, _~l- ~_lp_~.$!t To: ReMIMer of Wilb for the ~ IJcl'cautl. Counly of C\u.Jherlulld in the SlIdal Scml/IY Nil. .2(17~7-11 q;:>l, COIl1Illonwenllh of I'enmylvnnin The petilion of Ihe undmlgned respectfully repremlls Ihal: Your petiliouer(s), who Islure 1 K yenrs of nge or older an Ihe execut!' iceo in Ihe last will of Ihe nbove decede,", dated ~h l[l. and codicll(s) dated ->l.w1lL.2.9., 1<)9) named , 19....9L (\latc: rtlc\'a"1 cirCIIITI\lnI1CC~. c.g. rc:nunciation. death or CUt.Ulor, CIC.) Decendenl was domiciled at death in Cumber land County, Pennsylvania, wilh hn,. last family or principal residence at C28 HaD t 'l'rindle Road. /.In~hn"it"lhll"g (snVA" Sp,.ing TnIJnnhip), PnnnllyJvnnln_ . (Ii\1 !\trccl, number and mundpalilY) Decendent, then 90 years of age, died December 10. ,19 gt; , at~any VillnCB-)::>5 WA1I1ny D"ivn, Mn~hnniMhll"g, PA 17055 . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property wilh estimated values as follows: (If domicilcd In Pa.) All personal property $ 50 ,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 50.000. 00 siluated as follows: House and Lot of Ground loea ted at R::>R W""t. T"inn1" RnRil, Heohaniesbure:. FA l70t;c; WHEREFORE, petitioner(s) respectfully presented herewilh and the grant of letters theron. request(s) the probate of the last will and codicil(s) rrAflr.n,...,An'hn",y (IolamCnlar)'; adminhtration C.I.a.; administration d,b.n.c.t.a.} i c u 'C- 'C~ "b c -g.g ~'- -:;;:E ll'~ So ;; c .. iii /~. ~~ .\:./ ~ . (~ - G o~a ;05S 10) !lilln,.l" nRp Rnnil Rnn1 R, PA 170::>$ ---=l-\ ~ 8>. ,(I & ~ liA1Bn Bi ddle 15 Rirlil1" flnnn CQP1ia1e, FP 1701) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 88 COUNTY OF GlIlIRF.I'lTJ\NJ) A V, C. LEWIS J 5 - (0, - ( The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition arc true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedentpetitioner(s) will well and truly administer the estate according 10 law. ,;,; '1---.. Sworn to or affirmed ..lInd subscribed '_ \. /'<"/''''-- ", - J' ,-' -<2___'..-' !!l before me this 181 H da of /! ~ A_~ ct., ___ -\-\, l.;__"v .-?. ,\ d \.! ~ ~~-~ 2 I (; ;.\ .. f,~ ;fi LAST WILL AND TESTAMENT OF FLORENCK A. HOSLI!R 1. FLORENCK A. HOSLI!R, of the Township of Silver Spring, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Lsst Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done, and in this respect. I direct that all estate, inheritance and succession taxes which may be assessed as a consequence of my death, of whatsoever nature and by whatever jurisdiction imposed, be paid out of the principal of my estate. 2. I give and bequeath the sum of Five Hundred ($500.00) Ilollars to my greatniece, CHRISTINE BIDDLE. 3. I give and bequeath the sum of Five Hundred ($500.00) Dollars to my greatnephew, GARY BIDDLE. -1- 4. I give and bequeath the sum of Five Hundred ($500.00) Dollarll to my sister, NELLIE LOGAN. if she survives me. 5. I give snd bequeath the sum of Three Hundred ($300.00) Dollars to my niece. HETTIE SHOFF. 6. I give and bequeath the sum of Three Hundred ($300.00) Dollars to my good friend, IRENE HIRSCH. 7. I give and bequeath the sum of Three Hundred ($300.00) Dollars to my nephew, JESSE ECKERT, JR. 8. I give and bequesth the sum of Five Thousand ($5,000.00) Dollsrs to the TRIHDLE SPRINGS EVANGELICAL LUTHERAN CHURCH, subject however, to the condition thst the same be placed in a. fund, such as a memorisl fund, and the same be used for the purchsse of such items as a piano, church pews, altar rail, or applied to the purchase of a new church organ;'sub- ject further, to the express condition that a memorial plaque must be placed on the item so purchased, or otherwise suitably displayed, setting -2- forth that said funds came Crom tho "G. IIUHKKL 1I0SI.ER AND Y1.oRENCK A. HOSLER HIlMORIAL PlINDS". 9. I give and bequeath all the rest, residue and remainder of my estate, whataoever, to my two (2) nieces, to wit, GLORIA J. ROSS and HELEN BIDDLE, share and share alike, per stirpes. 10. For the purpose of facilitating the settlement and distribu- tion of my estate, I authorize, empower and direct my Executrices, here- inafter named, to sell any and all real estate which I may own at the time of my decease, as well as my personal property, at either public or private aale or sales. 11. LASTLY, I nominate, constitute and appoint my niece, GLORIA J. ROSS, and my niece, IIHLER BIDDLE, Co-Executrices of this, my Last Will and Testament, and direct that they be excuaed from posting bond or other security for the faithful performance of their duties. IN WITNESS WHEREOF, I have hereunto set my hand and aeal this 18th day of March, A. D. 1991. ~.;-~ t2,1Ja-J4(...., Florence A. Hosler (SEAL) -3- 'I ~-1 J " Signed, sealed, publ1shed and declared by the above-named FLORENCE A. DOSLER, as and Cor her Last Will and Testament, in the presence of us, who, at her request and in her presence. and in the presence of each other. have hereunto subscribed our namea aa wit- nesses. i' " -4- .<,'~..... ",....... . ,,,,,;""i'c."_' ...",.,-.-"".--". " ',~ ~ 'fi' , r t;; "'V ->f ,~ ,F r~ h'1- ri F,:"..f l~ t"1~ :rli '$ )~l" t~>j F.€ ,~, ....'1 . Od o \:"} o ~": ~.~ ~:f co .- ~ :::; wo.: ex: .~-) ~.:;'\ J':':': . .- ::> uU , " J....,,.,' ..:'" ~.} , " ",., ",'.' .'," -;'~ .,....','.:0 .;;: :-_:;-~:~ '\;';~ :}~ ~""'::ir ". :"'l'hZ.~>t . .'-J .~. ,."'S- ~F.:"{~ ,"'Nil;,,~~ '~, ~".:,:t?;"f~ '. ; ~... ,./ CEIlTIFICATION OF NO'rICE UNDER RULE 5.6(,,) Name of Decedent I ,"WllmlrJE A. llO:.JLEIl Date of Deatlll J)eCCll!lor 30, 19,)~ Will No. 1~q6-000~1 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(,,) of the Orphans' c.;ourt Hules was served on or maiied to the following beneficiaries of the above-captioned estate on Name aIOrra Ch i'1L 1701 ilettle Shoff-Oll,nbol'land.,Eounty JlurlJin~ JIolne~.372 ~larel1l0llt DI'ive, Carl1s1 Irena Ilirsch-l Dovonshil'o Square, llochallieohul'(';, PA 170;;5 'fl'lm\le tipI'inC JJutllOran uhurel1-1~ titate Hoad, ,'jeel1nn:Le:HmrG, ,l'JL ,J.(u55 Notice has now been given to ali persons entitled thereto under Ruie 5.6 (a) except Jlone DatE!: rp'/-?, "1 / YlC :.j , . ";li Address f.Iarl:et SQuaro B1dr:. ~,Ieehanicsburg. PA 170~~ Telephone( 7'~ -7hh-q673 Capacity: Personal Representative Counsel for personal representative ... :r COMMONWULTH O' '.NNIYLYANIA COUNTY O' CUM".LAND II' Olol'.tn J.,.11.90_" [\Il(\ Hollin IHIH1.()___ ____ _ _____ _______'. ___ oworn ___ .ccordlnll 10 I.w, d.po... end ..y. Ih.I th.l' _ m'l! tl~~l';x~\l~t~()~o._ __..______ _____ 01 Ih. Ed.I. 01 1;'1. 01'0 no 0 AL-llQ.l!1llr. 1.1. 01 ___ _.1)J:J, v,or_3pplnB 'ro~mnh tp ___.___. ___, Cumb.rl.nd Counly, 1'.., d.c....d .nd Ihl! Ih. wllhln h.n Iny.nlory m.d. by 9lo.~~~lLJ.Lono and _Uol.?!!. rl.l~ldl~, Ih. ..'d-1:lx.oeutl'iooD-- of Ih. .nllr. ..1.1. of ..Id d.c.d.nl, cOnll.llnll 01 .11 Ih. p.non.1 proll.rty end r..1 ..1.1., ..c.pl r..1 .d.I. ouhld. Ih. Commonw..llh 01 P.nn.ylunl., .nd Ih.I the IIgur.. oppollt. ..ch 111m of Ih. Iny.nlory ropr...nl II'. f.lr y.lu. II of Ih. d.I. of d.c.d.nt'. d..th. b.lnll duly f.lay 1996 ~~,~~ >l ~,,,...~ _J.L 1 L '" v. 8. .~ J\.J.. E..cutorfJ. ~ 1.03 IUllorlo Gap Road, Enoln, PA 17025 S.lorn .nd subscrlb.d b.foro m., 15 Biddle Road, Carliole, PA 17013 Add,... 0.1. of D..lh 30 Day Deeember Month 1995 Vu, INSTRUCTIONS I. An Innnlory must b. fII.d wilhln Ihree monlhs after appoinlmenl of penonal repr..enlallye. 2. A .uppl.menl inyenlory mud be filed wilhin Ihirty day. of di.coyery of additional a..ets. 3. Additional sheets may be attached.. 10 penonally or r..lly 4. S.. Article IV, Fiduciaries Acl of 1949. PI 'n .!:J ., S 0 E-< .,; ~ w " w ~ ~ J:: " w 'n " ... u 0 &i H " g w rr: w PI C J: ... IL H CI) .; Z ... .... CI) IL .... ~ 0 0 H ... W 0 < :T: ClJ i- > z rr: ::- Z 0 . r-l c C ~ ." Z ~ Irl c.'l 0 0: CI) Z w < ... rt1 "0 <..> c fd " ... -.: 0 " r=:1 .D 01 " E ~I - ~ " .... 0 2~ ~ :uiB' 3 '.' CV () C' l~ 0 (7'. ~ ...... -, : (', f. - ;:. -, e- N :.:.:. , . () b - -- 9 .. -0 :~ ~.~ '-' 1ii' j;'- b: !2. -.J H " ClJ '" .... ~ .. ~ .. ... E 0 .p ~ CI) .p H ... ClJ ,D 0 po;: "0 ... . .. 0 ..., if 0 CD .:.!.I f){P ') L( Co- Invontory of Iho roal and porsonol oslolo 01 }1[,QllmrCE A. H08LEll _ docoasod HOUDe and Lot of Ground locatod at 020 Hoot Trlnrllo Hoad, 1100haniooburg (Silver Spring 'l'ownohip), Pennoylv!\nia. PNC Bank, 1/. A., Aooounto no folloHs: (4) (5) (6) ( 7) Certifioate of Depooit No. 21-001010077. Oertifioate of DepoDlt No. 21-001010700. Certifioate of Depooit No. 21-001010939. Certifioate of Deposit No. 21-001011165. Certifieate of Deposit No. 21-001012402. Certifieate of Deposit 110. 21-001012656. Cheoking Aooount No. 5070023075. Harris Savings Bank, Aoeounts aD follolm: Savings Account No. 01-0000-lj.323. Christmas Club Aecount No. 10-20-027646. Certifioate of Deposit No. 04-16-083371. Brieker's Auction, 93 Texaco Road, net prooeeds from salo of houoehold furnishings. Fulton Bank, interest eheek dated 12/25/95 on Aeeount lTo. 252- 0063306. Meridian Bank, interest eheck dated 12/12/95 on Acoount No. 4614684720. Oapital Blue Cross, eheeka as follows: 65-Speoial medieal expenses reimbursement. 65-Speeial medical expenoes reimbursement. Premium reimbursement. Sherry A. MoClintoek, reimbursements as follows: refund of unexpired 1996 County real estute tax. refund of unexpired 1995-96 Sehool real estate tax. Nationwide Mutual Fire Insurance Company, fire insuranee premium refund. Total...........$ 0I~,000 00 1,51+? 99 2,048 76 3,071~ 79 2,023 54 2,500 86 2,068 79 12,603 96 4,641 24 30 13 3,063 58 5,340 00 41 18 420 72 114 10 450 66 154 06 87 18 75 86 18 00 8 -I ( oJ . i :" Illl UV.IIOOU.I'.'" ~~ I',;' )(1, 7 'OR DAIII 0' DIATH A"n 1213 "" CHICK Hnl " A l'OUIAL _ ,ovnn CUDIIII ClAIMID LI ,ill HUMliil ,. 2r;;9{;':oO!il~-state INHERITANCE TAX RETURN RESIDENT DECEDENT (OMMO"W,.\lttO"'''''''IVA'''' (TO BE FILED IN DUPLICATE tJt,uIM.W 0' I\VIUU' L ) , "...lIfJ.6 ~~t111 01>01 WITH REGISTER OF WIL S COUHIY COD! 1996 YIAR OOO!.>ltIlUMIIR aEfD;fllb~i~~A:f~~~;~~~~,-'JToIj, 't~-' ,,_.. -..- '-,...'.- ',..~-,."'-----llifttWff^ifl~~'J5lj~;~i~ltll~ n~ad ' lcXiliIlCUiiIfHtfMm-.--'16iii OfbW'i---.'-/i'A11 ofoiiti,.--- --- J.1eehnnieolJw'B, I'A 17055 207-07-1~921~ 12/30/95 1/2~;/05 (~"' CumbOl'land .. ';~/~I'""~""""'"' ..,., ,.IT"iI; ii,".."i>"'''i'i:=rOi''~ii[UilijiitfMiIi --. ..-.. ("MOUNfiiiiTYi6'illfo.liiiij(tI0"11 ~ I. Orlglnol R.lurn 1""1 2. Suppl.m.ntal R.lur" [J 3. R.malnd.r A,lum - .. ('0' dolll 01 d.o.h p,lo, 1012.13.82) o A. lImlt.d Eltol. IJ Ao, Futur. Inl""t Comproml" 0 5. fed.ral E,'al. Tax R.turn Rtqullld , (10' do... of d.o,h ofter 12,12.B21 (2g 6. D.c.d.nl DI.d Te,'ol. 0 7. DIC.d.nl Malntaln.d 0 lIylng Trull -!e. lolal Numb., of Sa', D,pollt BoltIl (A"och copy 01 WillI (A"och copy of hulll ALLCORRISPONDENCE AND CONFIOENTIAL TAX INFORMATION SHOULO BE DIRECTED TO", ..' ';<,:, i 'J.Y r~f AM (OM'UIE MAILING ADOIUS J. nobert Stauff 01' , A tty. Jlal'ke t Square Bldg. "'''"0''' HUM'" HeehanioslJurg, PA 17055 1 766-9673 20. 1I11n. 19 II SltO'" Ihon lIn. lB, .nl.. ,h. dill.ltnct on lIn. 20. Thll II Ih. OVERPAYMENT. Ii! 0 21. If lIn. 18 It gr.al., than lIn. 19, enl., ,h. diff.r.nce on Un. 21. Thll II th. TAX DUE. A. Enl., th, Inl.r'll on the bolanc. due on L1n. 21A. B. En'" th.lolol ollln. 21 ond 21A on lIn. 21B. Thl. I. ,he 8AlANCE DUE. Malt. Ch.cle Payabl. 101 R.gl...r af Will., Ag.nt 'llrW,7"'~- < BISURITO ANSWER ALL QUESTIONS ON REVERSESIDE AND TO RECHECK AT " ~- ,.ti.." ". 'I Und.r p.nolll'l of p"lury, I d.c1ar. Ihotl have examin.d Ihis return. Including accompanying IChedul.. and Ilotemenh, and to the bell of my knowledge and beUef, It II true, corr.ct and complete. 1 declor. that 011 reol ..tote has bun reporleer 01 true marlcel value. Dedaralion of prepar.r olher than ,h. perlonal r.pr...nlatlve il balld on all Information of which pr'porer hOI any knowl.dg.. OI0H.,U..O""'OH.mOH''''''OUIlIHO'!IU'H .00....103 Hillel" s Gap Road, Enola, .PA 17r.J'l!!5 Il 1/8.,vJ,'t.lI "- 15 Biddle Road, Carlisle, PA 17013 S. :r}-~Y 010 , I 01" .00.... r 0.1' ce quare g. oA" Hechaniosbur, PA 17055 ,';-;2..3-9( ~ BI! 1. R.ol E.,o'. (sch.dul. AI (I ) 2. sloc~. ond Bond. (sch.dul. BI (2 I 3, C'ouly H.ld s'oc~/Po'ln,"hip Inler..1 (sch.dul. q ( 3 I A. Mortgag'l Dnd Nor'I Rec.ivobl. (Schedule OJ ( A ) S. COlh, Bonk a'pollh & Milc.lloneouI Perianal Prop"ty ( 5 I (sch.dul. E) 6. Join'ly Own.d Properly (schedul. f) 7. Irontf...(sch.dul. G) (sch.dul. II 8. Total Gran An'll (rotollln.. 1.7) 9. Funerol Expenlel, Adminiltrotiv. COlli, Mitcellaneoul (9) hp.n... (sch.dul. HI 10. Debll, Mortgog. Llobilili.., L1enl (Schedule I) 11. To.ol D.dudion.('o'ollln.. 9 & 101 12. N.I Valu. of Eliot' (Line 8 minulline 11) 13. Charlrabl. and Governmenlol Bequlltl (Schedule J) 14, N.I Vo'u. subl.ctlo To, (lin. 12 minu.lin. 13) 15. spou.al T,on.I... (for dol.. 0' d.a,h oft" 6,30,94) Se. Inllructlonl for Applicable Percentage on Revene (15) Sid.. (Include valu.. from Schedule K or Schedule M.I 16. Amount of lIn. 1A taxable at 6% role (Indud. volu.. from Sch.dul, K or Schedule M,) 17. Amount of lIn. 14 taxable at 1.5% role (Includ. volu.. from sch.dul. K 0' sch.dul. M,) lB. Principolla, due (Add '0' 'rom lin., IS, 16 ond 17,) 19. Credill Spoulal POVtfll Credit Prior Paymenh U.OO + 0.00+ I :iJ1iJ "'co "'z fl~ z co 5 ~ III '" z c ~ :II B S (6) (71 84,000.00 0.00 0.00 0.00 1~0,:\'~8.4& 36,699.05 0.00 16,848.72 21.64 16,870.36 l41~J 167 . 09 5,000.00 139,167.09 (8) 161,037.45 (10) (11) (12) (131 (141 (16) 0.00 0.00 139,167.09 0.00 0.00 20,875.06 20,875.06 )(._- M ,06. (171 )( .15 _ (IBI Dilcjlunl 0 U.O _ Inl'6e;loo (19) (201 0.00 0.00 20,875.06 Q.OQ 20,875.06 Cfwc~ here If you me requt'sling 0 refund of your overpayment. ,~,., (211 (21AI (21BI IIv,'IOII" 111111 t,~ COMM0t4W'A1Ht or PlUU',lVAUIA 'Will"'"'' I., '/1.... UlDtHI DfetO Ht UTATI OP SCHEDULE A REAL ESTATE PILI NUMBER 2l-?6-00$I~-Stato l~r.OllImCl~ A. Hosr,lm 19?6-00054-County IP,opllly lolnlly.own,d wllh RighI 0' Survlvo..hlp mu.' b, dlulo..d on S.h,dul, Fl All "01"'01, ,hould b, "porl,d 0"01, ma'~" valu, whl.h" d.lln,d a"h, p,l.. al whl.h p'apllly would bo ...hang,d b,'woon a willing buy" and a willing ..1111, n,lIhll b,lng .0mp,lI,d ~a.~uV_a-, !,II, balh having ..a'Dnabl, ~nowl,dg' ar ,h, ..1,.an"a.I,. ITEM NUMBER DESCRIPlION VALUE AT DATE Of DEATH 1. ALL THAT CElITAIIl Houoo and r.ot of uround oltuato in Silver SprinB 'rol4nnhip, Cumbel'land County, pennoyl- vania, beinB the Southern portion of r,ot 110. 12 as shown on a Plan of Lots laid out by Curtin and Alberta Fry, and reoorded in the Cumberland County Reeorder1s Offiee in Plan Doolt 110. 2, Page 16, bounded and deaeribed as follown: BEGINJlING at an iron pin on tho fenoe line of the Trindle Road, at eorner of land now or formerly of John A. Norris and wife; thonee Jlorthwardly at right o.ngles with the fenoe line of the Trindle Road o.nd along said land now or forlnerly of said florris and wife, 109.8 feet, more or less, to corner of Lot of Mary Hosler; thenee Eastwardly on a line parallel with the Trindle Road, being the Southern line of th Lot of Hrs. lIooler, $0.0 feet to a point on the line of Lot now or formerly of Lester E. Eekert and Marie H. Eokert, his \life; thenee Southwardly at right angles to the Trindle Road and along the Lot of the said Lester E. Eekert and lIarie H. Eckert, 109.8 feet, more or less, to an iron pin on the fenoe line of the Trindle Road; thenee Westwardly along the fenee line of the Trindle Road, 50.0 feet to eorner of Lot now or formerly of John A. florris and wifel, aforesaid, at the point and place of BEGINJITNG. HAVING thereon ereeted a two (2) story frame dwelling with detached garage building, presently kno\fn and numbered as 828 West .Trindle Road, Meehaniosburg, Pennsylvania. Sold to Sherry A. HoClintoek on April 26, 1996, a eopy of the final settlement statement is submitted here\~i th. Sale price.......................................... $ 84,000.00 --~----- _,__TOT~ JA~ ,nl" an .!!~.Jlo.opi'~o'io~! (If more span ;, n..d.cJ, ;ns.,' ocldilional sh..h ol.ome sizt.} 5 8~t, 000. 00 11"110111. 11"1 '* SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMO..W\AlltI O' mmlllVAUIA IHHIIII.NClIAX '''V'H ,IIIDIHID.ClDIH mii'TfoF - - - -- Pllall p.lnl ar Typ" FILE NUMm 2l-'J6-0054-stuto 1996-00051~-Oounty --- -... PLonEJ/C~; A. 1I0ST.EIl (AIII".tfY"I.lnlly.';n," wlthih~.i.h',-;fiu,vlv-;;;hlp .;;;~t-"",-ii~~I...4 .n Ich.4ul. .t ITEM NUMBER 4. 5. 6. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. DESCRIPTION 1. PlIC l3anle, II. A., Certifieate of Deposit lIo. 21- 001010077. PIIC Bank, N. A., Certifioate of Doposit No. 21- 001010788. PliO Bank, N. A., Certifieate of Deposit 110. 21- 001010939. PNC Bank, N. A., Certirieate of Deposit No. 21- 001011165. PNC Banle, N. A., Certificate of Deposit No. 21- 001012402. PNO Bank, N. A., Certifioate of Deposit No. 21- 0010l2b56. PNC Bank, n. A., Cheeking Account no. 5070023075. Harris Savings Bank, Savings Aeoount no. 01-0000- 4323. Harris Savin~s Bank, Christmas Club Aceount No. 18-20-0276!j.6. Harris Savings Bank, Certificate of Deposit No. 04-16-083371. Brioker's Auetion House, 93 Texaco Road, Mechanics burg, Pennsylvania, net proceeds from publie auotion of household furnishings. Fulton Bank, Cheek dated 12/25/95, interest on Aceount No. 252-0063306. Heridian Bank, Check dated 12/12/95, interest on Account No. 4614684720. Capital Blue Cross, Check dated 2/16/96, medioal expense reimbursement from 65-Speoial plan. Capital Blue Cross/Blue Shield, reimbursement of unearned premium. Capital Blue Cross, reimbursement of medioation expenses under 65-Special plan. Sherry A. MoClintock, reimbursement for pro-rata share of 1996 County and Township Taxes. Sherry A. HeClintoele, reimbrusement of pro-rata share of 1995-1996 prepaid Sohoo1 Tax. Nationwide Hutual Fire Insuranee Co., refudn of unearned fire insuranee premium. 2. 3. z: IAuo,h oddilionol BY,- )( 11- ,he.h if more 'POct I, n..ded,) VALUE AT DATE Of DEATH III 1,542.99 2,048.76 3,074.79 2,023.54 2,508.86 2,068.79 12,603.96 4,641.24 30.13 3,063-58 5,340.00 41.18 420.72 114.10 154.06 450.66 87.18 75.86 48.00 s 40,338.40 IlvIN.... 111111 ~ COMMOHWIAlIH 0' 'IHNI,IVAt4lA IH....IIAHCI 'AI III'UIH '1IIDIH' D!CIDIH' SCHEDULE F JOINTLY.OWNED PROPERTY -- -~ ----I PILI NUMIIR 2l-96-0054-8tnto 1996-00054-count IITAn 0' FLOIU~t1CI~ A. llOSLrnt Jolnl '.nonll'" -------------------.--.-. ----~-_._--_.__.. .. .-.-----..-.-------.. ADDRISS 103 !liller' Il Gnp Road Enoln, I'A 17025 RILATlONSHIP TO OICIOINT 1l1eoe NAMI A. GLORIA J. 11088 8. lIELEH BIDDLE 15 Biddle Road Carlisle, PA 17013 Niece C. '. Jplnlly-own.d propertYI ITEM LmER DATE fOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE JOINT MADE OESCRIPTlON OF PROPERTY OF ASSET % INT. DECEOENT'S INTEREST TENANT JOINT 1. A. 12/13/ Heridian Bank, Cert11'ieat 1994 of Deposit No. 4614684720 14,797.7 ~ :1; 7,398.88 Interest to 12/30/95. 3.7 1.86 2. A. /8/ Harris 8avinBs Banle, Cer- 994 tifieate of eposit No. 15,050.0 5ot. 7,525.01 18-58-239400. 3. A. 11/10/ PNC Bank, N. A., Certifi- 1993 eate of Deposit No. 21- 1,037.18 001011064. 4. B. 7/15 Meridian Bank, Certificat 1992 of Deposit No. 4002020362 5,000.00 5. B. 7/17 Meridian Bank, Certifioat 1995 of Deposit No. 4634613410 10,733.69 6. B. 8/25/ Fulton Bank, Certifieate 1994 of Deposit No. 252-006- 5,003.43 3306. TOTAL IAI.o .nlo, on lino 6, Rocopilulotion) (If more spoc. is need.d ins.rt addi'ional sh..,s 01 sam. sin) s 36,699.05 I,VUlt... VI'I . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES _ ______~!._a..._~r!!" or !YP.!..- _ !:[I'RUMIIR 2l-96-0051~-Stato 199 -00054-cQunty AMOUNT (OMMOHWrAUU or ,rUU"IVAHlA IUIIII"AHU IA. II!UIU ."IbW' OfCflJfUl (fwfo' --.-- --'- ITEM NUMBER PLORElICE A. nOSLER DESCRIPTION 1. A. Fun.rol bp.n,", Hyers Funeralllome, Ino., 37 East '.lain street, Meohaniosburg, Pennoylvania, balanoe due on prepaid funeral expenses. ~l 55.00 1. B. Admlnlllrallv. COllI! 0.00 2. 3. Penonal Representative Commiuion. - None Social Security Number 01 Penonal Represenlative: Year Commiuion. paid N /A Attorney Fe.. _ J. Robert Stauffer, Esq., attorney fee. 7,4-00.00 Family hemption Claimant If/A Addreu 01 Claimanl 01 decedent's dealh Streel Address City Relationship Slole Zip Code Probate Fe.. Register of vlills of Cumberland County, Pennsylvania, Letters Testamentary. C. Mllc.nan"UI hp.n.... 4. 251.,0 1. Cumberland Law Journal, Estate Notiee. R. Wayne Martenn, January and February snow removal. 60.00 2. 25 . 00 19.45 32.64- 14-7.96 125.04- 25.62 6.71 3. Bell Atlantio, final telephone bill. Penna. Power & Light Co., February 1996 eleetrio. Shipley Oil Company, heating fuel delivered 1/6/96. Shipley Oil Company, heating fuel delivered 2/2/96. UGI Corporation, January and February 1996 Gas bills. UGI Corporation, Maroh 1996 Gas bill. 4. s. 6. 7. 8. TOTAL (Also enter on line 9, Recapitulation) Ilf more Ipac. II n"d.d, In.." additional Ih,," of 10m. II...) S Carried Forwar PAGE - 1 ...."......--.,..,'....'--.~ ..--;-",",'.~'- '.:..,n,""',""'.>""........v;."_;:"'.JI~'-~....."."..."...'.-'~..,,. -'~-'-~',~ , SCHEDULE H 1::~~ FUNERAL EXPENSES, COMMOtlWIAU;' 0' 'IUtl\llVMIIA ADMINISTRATIVE COSTS AND l"'m::~'IIIWtr~r.I~~'" MISCELLANEOUS EXPENSES Ploa.o P,llIt or TVpo tmlfO~-' -"'=--==~-_. --~=--==, - --I rILil1UMftllli!l:;qb-OO.sl~-~o FLORENCE A. 110SLrm ,1996.-:00051~';'County N~~~r OESCR1PTlOI~ r AMOUNT -_..~---_.~_....._---_....._._.._....- .-..-..--..--....-..---..- ----- -..... .. .'- 9. The Sentinel, Eotnte notice. 10. Penna. Power u Lic;ht Co., Harch 1996 eleotrlo. 11. United Water Company, water rant to April 1996. 12. UGI Corporation, April 1996 Gas bill. 13. A. T. u T., Co., final bill for equipment rental. 14. Shipley Oil Company, hoatine fueld delivered 3/26/96. 15. Penno.. Powel' & Lic;ht Co., April 1996 eleotrio. 16. Shipley Oil Company, final bill for heating fuel. 17. Jaok Gaughen Realtor al,d Re/llax Reo.lty Allsooiates, oommission on sale of real estate at 820 West Trindle Road, Heehaniosburg, PA James A. Hiller, Esq., disbursement fee for real estate settlement. James A. Hiller, Esq., 1I0tary fees for real estate settlement. J. Robert Sto.uffer, Esq., preparation of neu Deed for sale o.nd settlement on sale of real estate. Cumberland County Reeorder of Deeds, real estate transfer tax on sale of real estate. Home Paramount, termite inspeotion. Conservation Environmental Servioes, Ine., removing and sealinc; asbestos on basoment ~oating system pipes. Dew &. Sons and Zimmerman Plumbing and Heating,-,Inc., plwnbing repairs and inspeetion in preparation for sale of real estate. Debra Basehore Wiest, Tax Colleotor, 1996 County real estate taxes. United Water Company, final bill. UGI Corporation, final bill. 'Penna. Power &. Light Co., final bill. Gingrioh Memorials, Ino., lettering cemetery monument. Regiater of \'I1lls, filing Inventory and Pennsylvania Inheritance Tax Return. IlyUIIU"'''' 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. $ 78.38 11.94 17.45 9.77 8052 76.70 0.60 58.60 5,080.00 35.00 7 .50 100.00 040.00 35.00 1,050.00 240.50 127.80 15.12 8.23 5.69 60.00 Total. . . . . . . . . . . . . . . . .$ 25.00 16,846.72 , , , , PAGE - 2 IIV 11111.. 111'1 InATIO. ITIM NUMBER 2. 3. 4. 5. 6. ITEM NUMBER . ---.--.....-..--- .....~... - \. >!~ (()otIlMorIWI.U" Of ,"m"I.."'. .....ltilANe.IA.lnuIH IIIlDINI DlUIIMI SCHEDULE J BENEFICIARIES FLORENCE A. 1I0SY,Im NAME ANO AODUSS O' BENEfiCIARY 1. A. To.abl. BoquOI1I1 Ohriatine Biddle 15 Biddle Road, Carlisle, PA 1701) Gary Diddle 1~8B Old stone House Road Carlisle, PA 1701) llettio Shoff Cwnber1and County Nursing Home 375 Claremont Drive Oarlisle, PA 1701) Irene Hirsch 1 Devonohire Square Hechanicaburg, PA 17055 Helen Biddle 15 Biddle Road Carlisle, PA 17055 Gloria J. }loss 103 Miller's Gap Road Enola, PA, 17025 NAME ANO AOORESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmenlal Bequests: 1. Trindle Springs Evanse1ieal Lutheran Chureh 15 State Road Meohaniosburg, PA 17055 $5,000.00 oasl bequest. TOTAL CHARITABLE ANO GOVERNMENTAL BEQUESTS (Also .nl.r an lin. 13, R.capilulolianl (II mar. .poc. 10 n..d.d, In..rt additional .h..I. of .om. .1101 S 5.000.00 t~r ~;; 6',''::1..)'- P':-<''''~ I~~~'f. ~l~?;;~. ~~~,~';. ~, 1. r- ~.:< - ~ Orll ::"I~ - (,";. B:? c.. (i .. -. IF-- ,,::<3 -.... ...r ,- QO N ,- n 'Slt; c ~ 1..-"- :1 .c(ij " :; ....- J~l ,; ,;:) ~ ',; l:: .!!!::I UU r-," " ~ -- -. ..-....... .... f ~ - - -'-'-'- ._- ----. 1 I I J , , ~-..~,,--------------------------~ ~-..-.-~.,~ ~' ,<') . , " RECEIVED FROM: & ACN m ASSESSMENT AMOUNT CONTROL NUMBER 101 '1::6 , B'1::5. 66 <, STAUFFER J ROBERT MARKET SQUARE BUILDING MECHANICBBURG, PA 17055 ICXD H,I, ESWE INFORMATION, !II IL N MI R g 21-1996-0054 !II NAME Of OECEOENT (I.A$T) ~ HOSLER FLORENCE A II PATE Of PAYMENT EJ POSTMARK MTE COUNTY SSN 207-07-4924 (FIRST) (MI) CUMBERLAND PATE Of OEATH REMARKS .20,875.06 SK GLORIA J NOSS C/O ROBERT J STAUFFER ESO CHECK" 001007 SEAL REGISTER OF WILLS " . I " \ Jo;' ~ .. 'f .- - .._- ~ c. - ~. -r.. II . . .. . ..--'- , f-- _..JJ \. v 6-71- ? c RIV-1547 IX AFP 112-95* CQfIOMAlfH Dr' PrJedYlYAHIA DrPUff<<Nf Of' "YOU:: Il.MAU Of' INDIVIDUAl "1IlI D[pf. rau" . HAaWllau.o, Pi .'111-0'0. NOTICE OF INHERITANCE TAX A~~RAISE"EHT, AllOWANCE OR PISAllOWANCE Of OEOUCTIONS ANP ASSESS"INT OF TAX ACN 101 DAT! 09-10-96 DATI OF DUTH 12-30-95 FILl! NO. COUNTY CUMBERLAND HOTE. TO INSURE ~RO~ER CREDIT TO YOUR ACCOUNT, SUB"IT THE U~~ER ~DRTION Of THIS FOR" WITH YOUR TAX ~AY"ENT TD THE REGISTER OF WILLS. "AKE CHECK ~AYABlE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: J ROBERT STAUFFER AlTY MARKET SQUARE BLOG MECHANICS BURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A.ount R..Utad .1 CUT ALONG THIS L.INE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... REV:isW-EXo"Fji-n'F9SY-NOYicEuOF-YNHEiiiTiiNCE-YAX-iiPPRiiiSEilENi'-;-"LLowiiiicE-olimu_--_mo...- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOSLER FLORENCE A FILE NO. 21 96-0054 ACN 101 DATE 09-10-96 TAX RETURN WASI I X I ACCEPTEP AS FIlEP RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Raal E.tata ISchedula AI III '2. stock. and Bond. ISchadula BI 121 S. Clo,aly Hald Stock/~artnar.hlp Intara.t ISchadula CI 151 4. HortgagaalHota. Recaivable ISchadula DI 141 S. Caahl8enk Depolita/Hi,c. ParlDnal Property (Schedule ,E) (5) 6. Jointly Owned ~roparty ISchadula fl 161 7. Tran.fara ISchedula GI 171 I." Total A...t. I CHANCEP 84.000.00 .00 .00 ,00 40.338.40 36.699.05 .00 IBI 161. 037.45 APPROVED DEDUCTIONS AND EXEMPTIONS: 16.848.72 9. Funeral Expen...JAd.. COltl/Hi.c. Expen... (Schedule H) (,) 10. DabtalHortgaga llabllltla./llan. ISchadula II 1101 21.64 11. Total Paductlon. 1111 12. Hat Valua of Ta. Raturn 1121 15. Charltabla/Govarnaantal Baquaah ISch.dule JI USI 14. Nat Value of E.tata Subjact to Ta. 1141 NOTE: If an assassmant was issuad pravious1y, 1inas 14, lS and/or 16, 17 and 18 ref1act figuras that inc1uda tha total of Abh raturns assassad to data. ASSESSMENT OF TAX: 15. Aaount of llna 14 at Spou.al rata 1151 l~.'Aaount of Line 14 taxable .t LJn..l/~l... A rat. (16) 17. Aaount of Llna 14 ta.obla at Collataral/Cla.. B rata 1171 11. Principal Tax Due 16.870 ~6 144.167.09 5.000.00 139.167.09 will .00 X .00_ .00 X .06_ 139.167.09 X.1S. UBI .00 .00 20,875.06 20,875.06 TAX CREDITS: ~AYI1ENT PATE 05-24-96 RECEI~T HUI1BER AA1l2873 PISCOUNT It I INTEREST I-I .00 AHOUHT ~AID 20,875.06 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 20,875.06 .00 .00 .00. . IF PAIP AFTER DATE IHPICATED, SEE REVERSE FPR CALCULATION OF ADDITIONAL INTEREST. I If TOTAL DUE IS lESS THAN II, NO PAY"EHT IS REQUIRED. IF TOTAL DUE IS REFlECTEP AS A "CREDIT" ICRI. YOU "AY,BE PUE A REfUNP. SEE REVERSE SIPE OF THIS fOR" FOR INSTRUCTIONS. I 00 ,- i :'.1 ,,, ,.-, -0 ,]', ,) . I. .. RE~ATIONI E,'at.. of ~edent. dying on or before Dec.-ber 12, 19" -- If ~y future Int.~..t In'the ...t.t.~"l tr~.'.rred In po.....lon or ~Jo~t to Cl... . (co11.t,r,1) bene'lclarl., of t~ dec~t .ft,r the Ixplr.tlron of Iny ....t. 'or 11'. or for y..r., the Co..onwealth her~y I.pr...ly ra..rv.. the right to appr.... ~ ...... trenl'.r Inherltencl ,.... It ~ I.-fut ct... I (col1"ar.l) rlt, on Iny luch future Int.r..t. I'IIlPOSf: OF HOTlCEt To fulfill the requlra-.ntt of Section 2140 of the lnherltlnCl end E.t,t, ra. Act, Act ZI of 1991. 72 PIS. Section UU. PA'mENT1 DetKh the top portion of this NoUc. *'d ,__It .,Ith your PIYMftt to the _..htar 0' )Ull1 prlntld on the reverse l1de. --.... check Dr RIMY order plyetlle tOl REGISTER OF MILLS, AOEHT All pIYMfth rKllvld shall flu' be applied to WI' Inta,..t which ..y blI dull .,lth "''11' na.lndar eppl1ld to the tn. REflJtCD (CAli II r.kftd of . tax C"NIt, which ... not r~lted on tM Ts. A.turn, NV be r~.t.d bv cc*pl.tlntI 11I"I "Appllutlon for R.fund of Pennlvlv~l. Inherlt~. ~ [Itat. T.... (R[V-1515). Appllc.tlonl .r. .v.lllbla .t the Dfflc. 0' tM R-alltar of Will., env of the 25 Aavenue Ol.trlct Offlc.l, or bv calling the Ip.cl.1 2~-hour lII"I...rlng .arvlca nueber. for for.. ordering! In PennlVlvenla 1-100-562-2050. out. Ide Pennlvlvenl. ~ within local Herrllburg .r.. (717) 717-1094, TOOl (717) 172-Z~2 (He.rlng J-rslrad Onlv). OBJECTIONS! Anv party In Intsra.t not .,tI.,led wlth.tM eppral...ent, aUChfenca or dl..UChfenc. of cMductlon., or .........t of t.. (Including dl.count or Int.r..t) .. shown on thl. Hotlc. .u.t Object within .I.t>>, (60) de>>,. of rec.lpt of' thle Notice tJ,l .-wrltten ,rot..t to tM PA o.p.rtaent of A.venue, Board of Appeal., Dept. 2110Z1, Harrl.burg, PA 17121-1021, .OR ".Iectlon to have tM ..ttar ...tsr.lned at Mldlt of the ItCcount of the "rlonel rlllr..enhtlv., OR ...,..1 to the Orphen.' Court. ADMIN IITUlIY! CDRRfCTlOHSI Feetual arran dhcover.d on thh .....uent .hould b. addr...ed In wrIting tal PA Depsrt.ent of RavlnUll, lur.eu of Indlvldu.l T...., ATTHI po.t A.....eent Aavlew unit, Dept. 2106DI. H.rrllburg, PA 17IZI.0'11 . Phone (717) 717-'505. See page 5 of the booklat "In.tructlon. for JnhlrltlnC' Ta. Raturn for. Aa.ldent Decedent.. (REV-1501) for en axplln8tlon of ldalnl.tr.tlv.l>>, correctable .rror.. DIscounl If any t.. due I. psld wIthIn thr.. (5) c.land.r ~ths aftar the d.cedent's ....th, . flv. p.rcant (5X) dl.count of the lex p.ld Ie .UOIIId. . PENAL TVI INT[R[STI The 15% tu _It>>, non-p.rtlclpatlon penalt>>, 11 coaputed on the tot.l of thl t.. MIl Int.r..t ......ed, and not psld before Jenuarv II, 1996. the flr.t d.>>, .ft.r the and of the t.. aane.tv p.rlod. Thl. non-p.rtlclp.tlon penalty Ie appe.labl. In thl.... ..,.,.r and ~ thl thl .... tin p.rlod a. >>,ou would tappe.1 the t.. IhI Int.r..t that his bHn ......ed .. Indlc.ted on thh notle.. Int.rs.t I. ~rgad baglnnlng with flr.t d.y of d.llnquency, or nIne (,) eonth. end one (1) d.v fros the d.t. of de.th, to the d.t. of P.yaant. T.... which bee... "'llnquant b.fora Jenuarv 1, 19.Z b.sr Int.r..t'.t the rat. of .Ix ('X) percent per ...-.ua c.lcul.tlld .t . d.lI>>, nt. of .DDOI64. All t.... which bee.. d.lInquent on and .ft.r Januarv 1, 19.' will baar -Int.r..t .t . r.ta which will v.rv fros c.lend.r y..r to c.llndar y.sr with that rat. ennounced bV tM PA Dlpartsent of A.venue. The eppllcabl. Int.r..t r.ta. for 19.Z through 1996 aral !!!! Intlr..t A.ta Dallv Intar..t Feetor Y!!! Int.rnt A.ta O.Uy Int.rnt Feetor 1,., ..X .00DS48 1917 9X .ODOZO 1913 I6X .oousa 19" -1991 IIX .OOUD! 1914 IIX .00asD! 1992 9X . .DOUIt7 1"5 ISX .ooasw. 1995"1994 n .00019Z 1916 lOX .0DOZ7~ 1995-1996 9X .OOOZU "Int.n.t Is calculet.cll .. fOUChf.1 INTEREST . BALAHCE OF TAX UNPAID X NUKBER OF PAYS PELINQUENT X PAILY INTEREST FACTOR "Anv NoUce blUed..fter the i.. _OM' delinquent will refleet en Int.rut ulculaUon to flft.." liS) d.v. beyond the det. of thl .u.....,t. If pepant b .lIda.ft.r the Intarnt COllPUtstlon d.t. .howI on the Notle., edcUtlONII Intarut .u.t be c.lcul.t.d.