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3426687
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CO.....ONWEALTH OF PENNSYLVANIA' OIPARTUENT OF HEALTH' VITAL AlCORDI
CERTIFICATE OF DEATH
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I. Har eret D, McGinnes
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136 Elm St.
,. Carlisi. PA 17013
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Wayne HcGinnes
a_-
Phil! Hoffm.n
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COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INOIUIOUAL TAMES
INHERITANCE TA. DIYISION
O[PT. ZID601
HARRISIURG, PA 171'.'0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
04-14-97
HCGINNES
04-16-96
21 96-0100
CUHBERLAND
101
STEPHEN L BLOOH
MARTSON ETAL
10 E HIGH ST
CARLISLE
PA 17013
AMount R..Ht.d
c
'*
11"""11'''111,''1
MARGARET
D
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'Y:is4TE'if-AFii-Coi-:9'rj-iiij:ficE""lWYNHEiiifANCE-YA'X-iipiiiiA'isEHEii,.-;-,m:oiiAiicE-iiri----------u---u
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF MCGINNES MARGARET D FILE NO. 21 96-0100 ACN 101 DATE 04-14-97
TAM RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Eltoto (Schodulo AI
2. Stocko end Bondo (Schodulo BI
5. Cloally Held stock/Partnership Int.r..t (Schedule C)
4. "oriveg.a/Notl' Receivabl. (Schedule OJ
S. Ca&h/B.nk Deposita'Hi.c. Parlonal Prop.rty (Schedul. E)
6. Jointly Ownod Proporty (Schedulo FI
7. Tranafer. (Schedule C)
8. Tol.l A..lt.
( I CHAHGEO
III
(21
(S)
(4)
(51
Iii
(71
32.500.00
476.25
.00
.00
117 .377 .61
.00
.00
(II
NOTEz To insure proper
credit to your ICCount,
ouboolt the uppor portion
of this for. with your
tlx ply...nt.
150.353.86
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funaral Expans../Ad.. COlta/Hi.c. Expans.. (Schedule H) e')
10. Oobh/Hortgogo Liobil1UOI/Uonl (Schodulo II 1101 4.989.04
11. Totol Ooductiono (Ill
12. Not Uoluo of Tox Roturn (121
15. Charitable/Covern..ntal Saqua.t. (Schedule J) (13)
14. Not Voluo of Eototo Subjoct to Tox (14)
NOTE: If an aBsessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ab1 returns aBsessud to date.
ASSESSHENT OF TAX:
15. A.ount of Lino 14 ot Spoulol roto (15)
16. Aoount of Lino 14 to.oblo ot Lin.ol/Clolo A roto (16)
17. Aoount of Lino 14 to.oblo ot Collotorol/Clo.o B roto (17)
lB. Principol Tox Duo
TAX CREDITS:
PAVHEtfT
DATE
07-16-96
01-15-97
RECEIPT
NUltBER
AA146524
AA185075
DISCOUNT (+)
INTEREST/PEN PAID (-I
789.47
.00
24.628.65
.00
.00
120.736.17
x'OO.
X.06.
x .15.
1181
'9.~17 ~9
120.736.17
.00
120.736.17
.00
.00
18.110.43
18.110.43
18.110.43
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REUERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1. NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VOU HAV BE DUE
A REFUND. SEE REUERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
AHOUNT PAID
15,000.00
2,320.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
RESERVATIDM. E.t.t.. .f ....dent. .,Ing on .r b.f.r. .......r IZ. 191Z -- If on, futuro Int.r..t In tho ..t.t. I. tron.f.rr"
In .......Ion .r onl.,...t t. CI..' I (..ll.t.r.11 ....,I.l.rl.. .1 tho .......t .ft.r tho ..,Ir.tlon .f on, ..t.t. f.r
11f. .r I.r ,..r.. tho C........lth horob, ..,r...l' r...rY" tho right t. ...r.I.. ond ...... tron.f.r InherIt.... I....
at t~ l.wful Cia" I (collaterall rat. on any luch future Int.r..t.
P\IIPOSl! OF
NOTICE' T. fulllll tho r.qulr....t. .f ...tlon ZI" .f tho Inherit.... ond E.t.t. T.. A.t. A.t 21 .1 1995. (72 ,...
section 9140),
PAYMEMT' ..t.... tho top ..rllon .. thll Moll.. ond .ub.1t .Ith ,.ur ,.,.ont t. thO ...I.ter .1 wl\l. ,rlnt" on tho "Y'''' .1".
.-tWl.. check or IIOMY order pavabl. tOI REGISTER OF MILLS, AGENT
REFUMD lCAI. A "fund .f . to. .r"lt, which .01 not "quOIt" on tho To. ..turn. OIY .. ,,_.to. by ._I.lIng on "...II..lIon
for A.~ of penn,Ylv~l. l~rlt.nc. ~ E,tata Tax. (REV-ISIS), Appllcatlonl .r. available at t~ Offlc.
of the .egl,tar of willi, ~y of the ZS Ravenue Dlltrlct Of'lc", or by calling the ,p.cla. '.-hour
.nSMerl", ..rvle. ~r' for for.' ordering I In penn.ylvanta l-100-'6Z-2050, out.lde pennlylvanla ~
yl~ln local Harrlsbur. .r.. (717) 111-80'4. TOOl (717) 77Z-ZZSZ (~.rlna ..,.lr.d only).
OIJECTIDMS. An, ,.rt' In In..r..t not ..tl..I.. .Ith tho ..'r.I....n.. .11...... .r .1..1'"'''' .1 .....tlon.. .r .........t
.. t.. I Including .I..ount .r Int.r..tl .. .hoMO on thl. H.tl.. ...t obl..t .lth1n .I.t, ("1 ..,. .. r...1,t .,
thl. MoUel by'
ADMIH
JSTRATlVE
CORRECTlONSI
DlstCllllTl
PEMALTVI
IMTtIIEST.
.-.rltton ,r.t..t t. tho 'A ....rt.ont .1 .'Y"", I..r. .. 0....1.. DlPt. ZII.2I, H.rrl...rl, '1 17121-"21, OR
....lectlon to MYI the ..ttar datenlned .t audit of the acCOU"It of the per.onal repr..."t.Uv., OR
..~..l to the Orphan.' Court.
factu.l .rror. dl.cav.red on thl. ........nt .hould be addr....d In writing tOI PA Dep.rt.ent of R.venue,
Bur.au of Indlvldu.l Ta~'.' ATTNI po.t A......ent R.vl.w Unit, D.pt. 2S0601, Harrl.burg, PA 17121-0601
PhOne (717) 7.7-6505. Saa p.ga 5 of the booklat "In.tructlon. for Inherltanca T.. R.turn for a Ra.ldent
Decadent" (REV.1501) far an a.pl.natlon of adalnl.tr.tlv.lv corr.ct8bl. .rror..
If on, tox duO I. ,.1. .lth1n thr" (5) ..'ond.r eonlh' .'t.r tho .....ont.. ...th, . fly. por.ont (SXI .I..ount .1
the h_ paid" .llowed.
Tho ISX t.. .....t, _-,erU.I,.lIon _It, I. ....t.. on tho t.tol .f tho tox ond IntorOlt ......... ond not
,... ,,'.r. J....r' II. 199'. tho flr.t .., ..t.r tho end.. tho t.. .....t, ,.rlod. Ihl. non-,.rtl.I,.tlon
....It, II _.lob1. In tho .... ......r ond In tho tho .... U.. porlod 01 you _1. _.1 tho t.. ond InterOlt
thllt hi' bun ......1Id .. IncUcet.d on thlt notice.
Int.r..t I. .hor... ...Innl.. .Ith Ilr.t ." .f ..llnquoncy, .r nino (9) eonth. ond one III ." froo tho ..t. .1
...th, t. tho ..t. .f ,.....t. I.... ..Ich ...... ..llnquont ,,'.r. Jonu.r, I. 1912 ...r 'nt.r..t .t tho r.t. .f
.1. ('Xl ,.,.ont por onnuo ..1.u1.t.. .t . ..11, r.t. .f ....1'.. lilt.... ..I.h ...... ..llnquont on end .It.r
Janu.ry I, 1912 will b..r Int.r..t .t . r.t. ~Ich will vary 'rOl c.land.r v..r to c.lendar V..r with thllt r.t.
announc.d by the PA DIP.rt.ant of R'venue. the appllcabll Int.raat r.t.. for 1'12 through 1"7 .r'l
'!!!! lntlrast Rat. D.IIY tnt.ra.t Factor !.!!! Int.ra.t bt. DailY tntarllt Factor
1912 ZOX .000541 1917 9X .00Ol47
1'.S 16X .OOOUI 1"1.1"1 llX .00nOI
1911 llX .00nOl 1992 9X .00n47
19as UX .000n6 1995.1'" 7X .000l9Z
1916 lax .00021-' 1995-1997 9X .00n47
--Inter..t I. calcul.tad .. follow"
IICTE1lEST . BALANCE OF TAX UNPAIO X NUllBER OF DAYS DELINQUElIT X DAILY ImtlEST FACTOR
_.""y Notice l..ued .ftar the tax beCOIM' dlUnquent ..Ul raflect ., Int.rllt c.lculation to flft.." US) dlv'
beYond the data of the ......Mnt. 1f p.ytIlftt It .eda aftar thl lnte,..t c~tatlon data .hOW1 on thl
Notlc., additional Inbrut IUIt be c.lcul.tad.
OMOW
98Bl R 0 AVJ.I
a3^1303~
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RENUNCIATION
In Re Estate of MARGARET D. McGINNES, deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned VERNON P. HOFFMAN and HELEN MAE HEIGES, sisters of the above
decedent, hereby renounce the right to administer the estate and respectfully ask that Letters of
Administration be issued to PHILIP V. HOFFMAN, nephew of the above decedent.
WIlNESS my hand this :3D-('"I. day of A prol
,1996.
Y/"A..~~~J~
Vernon P. Hoffman
72 Ladnor Lane
Carlisle, PA 17013
1~ j,~. Jl~ 7J~.C7 ~
Helen Mae Heiges
846 Alexander Spring Road
Carlisle, PA 17013
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INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2]-96-100
MARGARET D. MCGINNES, AN
ALLEGED INCAPACITATED PERSON
FINDIN~ OF FACT AND ORDER OF COURT
AND NOW, this ~ day of April, 1996. after hearing in accordance with Section
5512.1a of Act] 992-24, the Court makes the following findings:
I. The alleged incapacitated person, Margaret D, McGinnes. is an 82 year old
individual.
2. As a result of brain damage arising from cardiac arrest, the ability of the alleged
incapacitated person to receive and evaluate information effectively and communicate decisions in
any way is impaired to such a significant extent that she is totally unable to manage her medical
condition to meet essential requirements for her physical health and safety, and is totally unable to
manage her financial resources.
3. Guardianship of the person and of the estate is essential in this case in light. among
other things, of the facts that medical care and treatment decisions must be made and that there exist
no advance directives such as a durable general power of attorney or trust.
4. This case requires the appointment of a plenary guardian as to the person and as to
the estate of the alleged incapacitated person, which guardianships should be ofindefinite duration.
ORDER OF COURT
AND NOW,this 1i day April, ]996, in accordance with the findings made of even date
herewith and following hearing hereon, Philip V. Hoffman is appointed plenary guardian of the
person and of the estate of Margaret D. McGinnes. an incapacitated person, to selVe without the
necessity of posting bond.
BY THE COURT,
E
P.l.
Stephen L. Bloom. Esquire
For Petitioner
l"'\ $f
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1
2
3 IN RE: IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
4 MARGARET D. MCGINNES, AN NO. 21-96-100
ALLEGED INCAPACITATED PERSON: ORPHANS' COURT DIVISION
5
6
7
8
Deposition of: MICHAEL O. DANIELS, M.D.
9
10
11
12
"""" 13
J
14
15
16
17
18
19
Taken By:
petitioner
Before:
Stacey L. Daywalt
Court Reporter-Notary Public
Date:
March 18, 1996, 3:57 p.m.
Place:
Office of Dr. Daniels
303 North Baltimore Avenue
Mt. HOlly, Pennsylvania
20 APPEARANCE:
21
MARTSON, DEARDORFF, WILLIAMS & OTTO
BY: STEPHEN L. BLOOM, ESQUIRE
FOR . PETITIONER
22
23
24
o
25
~(Q)~W
C.P.C.R.S.
(717) 258-3657 or (800) 863-3657
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1 INDEX TO TESTIMONY
2 DEPONENT EXAMINATION PAGE
3 Michael O. Daniels BY Mr. Bloom 3
4
5
6
7
8
9
10
11
12
13
14
15 INDEX TO EXHIBITS
16 NO. DESCRIPTION PAGE
17 (NONE.)
18
19
20
21
22
23
24
25
C.p.C.R.S.
(717) 258-3657 or (800) 863-3657
3
(j)
1
STIPULATION
2 It is hereby stipulated by and between the
3 respective parties that signing, sealing, certification and
4 filing are waived; and that all objections except as to the
5 form of the question are reserved until the time of trial.
6
7 MICHAEL O. DANIELS, called as a witness, being
8 duly sworn, was examined and testified as follows:
9 BY MR. BLOOM:
10 Q. My name is Steven Bloom, and I represent the
11 petitioner in this matter. Just by way of explanation, this
12 deposition will be used at the hearing on the incapacity of
I:) 13 Margaret D. McGinnes. Could you please state your name,
14 address, and occupation?
15
A.
Michael Daniels. Office address?
16
Q.
That's fine.
17
A.
303 North Baltimore Avenue, Mount Holly springs,
18 Pennsylvania 17065. Occupation? I am a physician, family
19 doctor.
20
Q.
And before we get into any other questions, are
21 you willing to waive your right to review and read the
22 transcript of the testimony given today?
23
A.
Yes.
24
Q.
Could you please describe your medical specialty
::> 25 and qualifications?
C.P.C.R.S.
(717) 258-3657 or (800) 863-3657
f;) 1
-I..'
2
3
4
4
A. I am a family physician board certified and
residency trained, and hold additional certification in
geriatrics.
Q. And are you experienced in evaluating individuals
5 with incapacities such as that alleged in this case?
6
A.
Yes.
How long have you been treating Miss McGinnes?
Since she was placed into a home. My recollection
9 is about three months or four months, something like that.
8
7
Q.
About how frequently do you see her?
I see her about twice a month.
When did you last see her?
Would have been within the last three weeks or so.
And what is your diagnosis of Miss McGinnes?
She has had a severe cerebrovascular accident, the
16 result of which is that she is in, essentially, a permanent
8
A.
17 vegetative state.
10
Q.
And has this condition affected her mental and
19 physical abilities?
11
A.
Yes, it has.
Has Miss McGinnes' ability to receive and evaluate
22 information effectively and communicate decisions been
-..J
12
Q.
13
A.
14
Q.
15
A.
18
Q.
20
A.
21
Q.
23 impaired?
24
A.
25
Q.
Completely.
And has the impairment to Miss McGinnes' ability
C.P.C.R.S.
(717) 258-3657 or (800) 863-3657
6
, ,-""") 1 April 2, 1996?
-
J
2 A.
3
4 I have.
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
o
It does.
MR. BLOOM:
Thank you. That's all the questions
(Whereupon, the deposition was concluded at 4:01
p.m.)
C.P.C.R.S.
(717) 258-3657 or (800) 863-3657
7
")
'..-"
1 COMMONWEALTH OF PENNSYLVANIA
SS.
2 COUNTY OF CUMBERLAND
3
4
5 I, STACEY L. DAYWALT, a Court Reporter-Notary
6 Public authorized to administer oaths and take depositions
7 in the trial of causes, and having an office in Carlisle,
8 pennsylvania, do hereby certify that the foregoing is the
9 testimony of MICHAEL O. DANIELS.
10 I further certify that before the taking of said
11 deposition the witness was duly sworn; that the questions
12 and answers were taken down in stenotype by the said
,:=> 13 Reporter-Notary, approved and agreed to, and afterwards
14 reduced to computer printout under the direction of said
15 Reporter.
16 I further certify that the proceedings and
17 evidence are contained fully and accurately in the notes
18 taken by me on the within deposition, and that this copy is
19 a correct transcript of the same.
20 In testimony whereof, I have hereunto subscribed
21 my hand this 31st day of March, 1996.
22
23
NOTARIAL SEAL
STACEYL, DAYWALT. NolIIy Public
Chombefsbuflj, Franklin County
My CommISSIOn ex"u.. Sept 27, 1999
N~~l~ Thj->~
24
My Commission Expires September 27, 1999.
::;;
25
C.P.C.R.S.
(717) 258-3657 or (800) 863-3657
Crl
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-~--~,-_.~,.. _._._.....~-.,._..--.._-....
, . '
IN RE:
MARGARET D. MCGINNES
ALLP.GED INCAPACITATP.D PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
.
.
.
.
.
.
.
.
NO. 21-96-100
CITATION
WE COMMAND, you that laying aside all business and excuses
whatsoever, you be and appear in your proper person before the
Honorable Judges of the Common Pleas Court, orphans' Court
Division at a session of the said Court there to be held, for
the County of Cumberland to show cause why she should not be
adjudged an incapacitated person and a guardian of her person
and estate appointed.
A hearing upon said citation is to be conducted on the 2nd
day of April, 1996, at 2:30 o'clock P.M., in Court Room No.1
of the Cumberland county Court House, carlisle, Pennsylvania,
at which time all interested parties may be heard.
Written notice of said Petition and hearing shall be given in
large type and in simple language to the alleged incapacitated person.
The notice shall indicate the purpose and seriousness of the
proneeding and the rights that can be lost as a result of the
proceeding. It shall include the date, time and place of the
hearing and an explanation of all rights, including the right to
request the appointment of counsel and to have counsel appointed if
the Court deems it appropriate and the right to have such counsel
paid for if it cannot be afforded. A copy of the Petition shall be
ATTACHED Personal service shall be made on the alleged incapacitated
person, and the contents and terms of the Petition shall be explained
to the maximum extent possible in language and terms the individual
is most likely to understand. Service shall be no less than
Twenty (20) days in advance of the hearing. In addition, notice
\
''llW'DAT~m''''
Cr-*WU'I'''It1.AM
......1I/111N11.U...
~f
1-3/-<t~
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DMSION
MARGARET D. MCGINNES
ALLEGED INCAPACITATED PERSON
96-
ORPHANS' COURT
ORDER
AND NOW, this :( -"",\ day of ~ 1996, upon consideration of the within Petition
and upon motion of MARTS ON, DEARDORFF. wn.LIAMS & OTIO, attorneys for Vernon P.
Hollinan, Petitioner herein, a citation is hereby awarded to lite Petitioner and dircc:ted to Margaret
D. McGinnes, an alleged incapacitated person, to show cause why she should not be adjudged an
incapacitated person and a guardian of her person and estate appointed.
A hearing upon said citation is to be conducted on the 0l."J day of ~
, 1996, at ;? ~ 3 0 o'clock .p .m, in Court Room No..:L of the Cwnbcrland County Court
House, Carlisle, Pennsylvania, at which time all interested parties may be heard.
Written notice of said Petition and hearing shall be given in large type and in simple
language to the alleged incapacitated person. The notice shall indicate the purpose and seriousness
of the proceeding and the rights that can be lost as a result of the proceeding. It shall include the
. date, time and place of the hearing and an explanation of all rights, including the right to request the
appointment of counsel and to have counsel appointed if the Court deems it appropriate and the right ,
to have such counsel paid for if it cannot be afforded. A copy of the Petition shall be attached.
Personal service shall be made on the alleged incapacitated person, and the contents and terms of
the Petition shall be explained to the maximum extent possible in language and terms the individual
is most likely to understand. Service shall be no less than twenty (20) days in advance of the
cF Jhcaring. In addition, notice of the Petition and hearing shall be given by certified mail to all persons
@esiding within the Commonwealth who arc sui juris and would be entitled to share in the estate of
~he alleged incapacitated person if she died intestate at that time, and to the person or institution
~roviding residential services to the alleged incapacitated person.
-.. < BY THE COURT.
L'n I L L~J. f.-sa "Q?J
J.
'.\1lLES\DAT~ll'ETlldI
o.-..Oi'2W'.IUIAM
. kniIIll OUl2IMll.UPM
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYL V ANlA
ORPHANS' COURT DIVISION
MARGARETD.MCG~S
ALLEGED INCAPACITATED PERSON
96- 100
ORPHANS' COURT
")...J:{ , ILiA
AND NOW, this C day of -(,.' I
and upon motion of MARTS ON, DEARDORFF,
96, upon consideration of the within Petition
L1AMS & OTTO, attorneys for Vernon P.
Hollinan, Petitioner herein, a citation is hereby awarded to the Petitioner and directed to Margaret
D. McGinnes, an alleged incapacitated person, to show cause why she should not be adjudged an
incapacitated person and a guardian of her person and estate appointed.
A hearing upon said citation is to be conducted on the~ NJ day of II'Li 'L
, 1996, at ~ : 3d o'clock I' ,m" in Court Room N'2..L ofthe Cumberland County Court
House, Carlisle, Pennsylvania, at which time all interested parties may be heard.
Written notice of said Petition and hearing shall be given in large type and in simple
language to the alleged incapacitated person. The notice shall indicate the purpose and seriousness
of the proceeding and the rights that can be lost as a result of the proceeding. It shall include the
date. time and place of the hearing and an explanation of all rights, including the right to request the
appointment of counsel and to have counsel appointed if the Court deems it appropriate and the right \
to have such counsel paid for if it cannot be afforded. A copy of the Petition shall be attached.
Personal service shall be made on the alleged incapacitated person. and the contents and tenns of
the Petition shall be explained to the maximum extent possible in language and tenns the individual
is most likely to understand. Service shall be no less than twenty (20) days in advance of the
hearing. In addition, notice of the Petition and hearing shall be given by certified mail to all persons
residing within the Commonwealth who are sui juris and would be entitled to share in the estate of
the alleged incapacitated person if she died intestate at that time. and to the person or institution
providing residential services to the alleged incapacitated person.
1~
Jo.{:,t {
t...".q~~ Nfl" I
~-tt>
1.
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
MARGARET D. MCGINNES
ALLEGED INCAPACITATED PERSON
96-
ORPHANS' COURT
PETITION FOR ADJUDICATION OF INCAPACITY AND
APPOINTMENT OF A GUARDIAN OF HER PERSON AND ESTATE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
The Petition of Vernon P. Hollinan, by her attorneys, MARTS ON, DEARDORFF,
WILLIAMS & OlTO. is made in accordance with 20 Pa. C,S.A ~551l(e) and respectfully
represents as follows:
I. The Petitioner is Vernon P. Hollinan.
2. The Petitioner is the sister of the alleged incapacitated person, and is, therefore,
interested in her welfare.
3. The alleged incapacitated person is Margaret D. McGinnes, an 82 year old adult
individual born on December 18, 1913.
.
4. The alleged incapacitated person resides at 136 Elm Street, Carlisle, Cumberland
County, Pennsylvania 17013.
5. The names and addresses of the spouse, parents and presumptive adult heirs of the
alleged incapacitated person are as follows:
Spouse: None
Parents: Deceased
Presumptive Heirs: Vernon P. Hoffman (Sister)
72 Ladnor Lane, Carlisle, PA 17013
Helen Mae Heiges (Sister)
846 Alexander Spring Road, Carlisle, P A 17013
Leon W. McGinnes (Brother)
5521 N. Independence Street, Apt. 112, Oklahoma City, OK
73\12
The Petitioner knows the names and addresses of no other presumptive adult heirs of the alleged
incapacitated person not set out above,
~;.
6. The name and address of the person or institution providing residential services to
the alleged incapacitated persoll is: None. The alleged incapacitated person is currently an inpatient
at Carlisle Hospital. 246 Parker Street, Carlisle, PA 17013. Prior to onset of her illness on December
26. 1995. she resided at home. The Petitioner knows the names and addresses of no other service
providers,
7. The name and address of the person whom Petitioner asks to be appointed guardian
is: Philip V. Hoffman, 195 Hickory Road, Carlisle, PA 17013.
8. The proposed guardian has no interest adverse to the alleged incapacitated person.
9. The guardianship is sought because the ability of the alleged incapacitated person to
receive and evaluate information effectively and communicate decisions in any way is impaired to
such a significant extent that she is totally unable to manage her medical condition to meet essential
requirements for her physical health and safety, and is totally unable to manage her financial
resources.
10. A description of the functional limitations and physical and mental condition of the
alleged incapacitated person is set fonh in the sworn statement of Philip D. Carey, M.D., attached
hereto and made a pan hereof as Exhibit" An.
II. The aforesaid sworn statement of Philip D. Carey. M.D.. funher states that die
physical and mental condition of the alleged incapacitated person would be hanned by her presence
at the hearing on this Petition.
12. Steps were taken to find less restrictive alternatives to guardianship, however, these
steps have failed. Until December 26, 1995, the alleged incapacitated person, was fully capable of
handling her own affairs. There are in existence no durable general powers of attorney, trusts or
other advance directives, The alleged incapacitated person lacks sufficient capacity to appoint an
attorney-in-fact. For these reasons, and given the diagnosis and prognosis as set fonh on Exhibit
"An, Petitioner respectfully submits that there is no less restrictive alternative to plenary
guardianship of the person and estate.
13. The specific area of incapacity over which it is requested that the guardian be
assigned powers is the management of all aspects of the physical care and well-being of the alleged
incapacitated person and the management of all financial resources and propeny in the alleged
incapacitated person's estate.
\
14. The qualifications of the proposed guardian are as follows: As the nephew of the
alleged incapacitated person. the proposed guardian has familiarity with the alleged incapacitated
person's affairs and preferences in managing her affairs. The proposed guardian is retired from the
P.R. Hollinan Company, is a high school graduate and completed one year of college.
I S. The gross value of the alleged incapacitated person's estate is unknown. To the
extent Petitioner has been infonned. it is believed that these assets are comprised of investments,
the residence real estate, and bank accounts at Fanners Trust Company and Harris Saving Bank.
16. The alleged incapacitated person's annual net income from all sources is unknown.
17. No other court has assumed jurisdiction in any proceeding to determine the capacity
of the alleged incapacitated person and no other Court or other body has appointed a limited or
plenaI)' guardian for the alleged incapacitated person or her estate to the best of the knowledge and
infonnation of the Petitioner.
18. The written consent and statement of the proposed guardian. as required by
C.C.O.C.R. 14.2-2, is attached hereto and marked as Exhibit "B."
19. The written consents of the presumptive adult heirs of the alleged incapacitated
person are attached hereto and marked as Exhibits "C" and "0". respectively.
WHEREFORE, Petitioner pmys this Honorable Court, pursuant to the provisions of Chapter
5S of the Probate, Estates and Fiduciaries Code (20 Pa. C.S.A. ~SSOI, et seq.), to award and issue
a Citation directed to the alleged incapacitated person, the said Margaret O. McGiMes, with notice
thereof to her presumptive adult heirs and to such other persons as the Court may direct, to show
cause why the said Margaret O. McGiMes should not be adjudged an incapacitated person and a
plenary guardian of her person and estate appointed.
Respectfully submitted,
MARTSON, DEARDORFF, WILLIAMS & OTTO
By ~~~-
.r Stephen L. Bloom, Esquire
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Petitioner
Date: January.:JQ..... 1996
,....."..,._..1, ..c _.
~:~t:i~\c , ,
~EXHI8rrA
EXHIIIIT ' II
i
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
ORPHANS' COURT DIVISION
MARGARET D. MCGINNES
ALLEGED INCAPACITATED PERSON
ORPHANS' COURT
96-
CONSENT AND STATEMENT OF PROPOSED GUARDIAN
COMMONWEALTH OF PENNSYLVANIA )
): 55.
COUNTY OF CUMBERLAND )
The undersigned, being duly sworn according to law, deposes and says that he is willinlltn
serve as guardian of the person and estate of Margaret D. McGinnes, that he is the nephew of tho
alleged incapacitated person, that he holds no interest adverse to the alleged incapacitated person, 1U1l1
that he has an interest in the estate as a potential testate or intestate heir of the a1lelled inctlpaciltlled
person.
The undersigned further deposes and says that he is a citizen of the United States of Americtl.
and is able to speak, read and write the English language; and that he is not the Fiduciary or IUI officer
or employee of a corporate FiduciaI)' of an estate in which the alleged incapacitated person hll.' IUI
interest nor the surety or an officer or an employee of the corporate surety of such a Fiduciary,
a#:;m~
Swom to and sub~f.ribed
before me this 3O"'i18'y
o~ ' 1996.
N~
Notarial Seal
Corrine L. Myers, Notary Public
Carilsle Boro. Cumberland County
My Commission Expires May 27. 1999
EXHIBIT "B"
EXHIBIT C
EXHIBIT D
~;;,.,~~JIcf\.)'~." C~..;.-+:!,';" }'
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,-
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{,
\
INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
MARGARET D. MCGINNES
ALLEGED INCAPACITATED PERSON
96.
ORPHANS' COURT
CONSENT OF LEON W MCGINNES
COMMONWEALTH OF PENNSYLVANIA )
):ss.
COUNTY OF CUMBERLAND )
I, Leon W. McGinnes, brother and presumptive heir of Margaret D. McGinnes, an alleged
incapacitated person, do hereby join in and consent to the foregoing Petition for Adjudication of
Incapacity and Appointment ora Guardian of her Person and Estate, whereby it is requested that
Philip V. Hoffinan be appointed as plenary guardian of the person and estate of the said Margaret
D. McGinnes.
LOofv~,~~ 11;0 ~
Sworn to and subs,cJibed
b re me thi~ day
f ~. 1996.
~U~^
otary Publi '
EXHIBIT "0"
,~\ G F-(~
~~~&~
^ PAOn.SSIONAL CORPOkAt10N
WlIJ.IAM F. MAIlTSON
O^",'EL K. OEMDOIU'F
ll-lo~ ,. WlIJ.IAM.
lva V. O1TO. m
STEPHEN L. BLOOM
CEOkCE B. WLek.lk.
WlIJ.IAM O. PoweLL
ll-lo~ C. COLL'N'
A1TORNEYS ^NO COUNSELLORS ^T ,-^W
TEN EAST HIGH STREET
CARLISLE, PENNSYLV^NI^ 17013
TfUPHOH!
(717/ 243-3341
FAOllotlU
(717) 243-1850
March 13, 1996
Honorable Harold E. Sheely
Cumberland County Courthouse
Carlisle, PA 17013
RE: Margart D. McGinnes, Alleged Incapacitated Person
No. 21-96-100 - Cumberland County C.C.P.
Our File No. 8447.1
Dear Judge Sheely:
We represent the Petitioner in the above action. This is to advise you that the alleged
incapacitated person. Margaret D. McGinnes, is not represented by counsel. I am so advising you
as required by statute.
Without intending to presume a result, I would note that in previous matters in which we
have been involved, the Court has declined to appoint counsel where the alleged incapacitated
person is in a persistent vegetative state, as is the case here.
Thank you.
Very truly yours,
~~
Stephen L. Bloom
SLB/tdw
F.-\FILEWlATAFlLE\ClEHL'B..9fl\I.U7.JS I
tI~IL" Yl9 .fcALdtA./ L~
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~
;1.,,1
Pl :,30 ~ /YJ.
/99t,
IN RE:
MARGARET D. MCGINNES
ALLEGED INCAPACITATED PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-96-100
.
.
.
.
CITATION
WE COMMAND, you that laying aside all business and excuses
whatsoever, you be and appear in your proper person before the
Honorable Judges of the Common Pleas Court, Orphans' Court
Divisi,on at a session of the said Court there to be held, for
the County of Cumberland to show cause why she should not be
adjudged an incapacitated person and a guardian of her person
and estate appointed.
A hearing upon said citation is to be conducted on the 2nd
day of April, 1996, at 2:30 o'clock P.M., in Court Room No.1
of the Cumberland County Court House, CarliSle, pennsylvania,
at which time all interested parties may be heard.
Written notice of said Petition and hearing shall be given in
large type and in simple language to the alleged incapacitated person.
The notice shall indicate the purpose and seriousness of the
proceeding and the rights that can be lost as a result of the
proceeding. It shall include the date, time and place of the
hearing and an explanation of all rights, including the right to
request the appointment of counsel and to have counsel appointed if
the Court deems it appropriate and the right to have such counsel
paid for if it cannot be afforded. A copy of the Petition shall be
ATTACHED Personal service shall be made on the alleged incapacitated
person, and the contents and terms of the Petition shall be explained
to the maximum extent possible in language and terms the individual
is most likely to understand. Service shall be no less than
Twenty (201 days in advance of the hearing. In addition, notice
m TOTAL AMOUNT PAID .1 ~,OOO. 00
/j"/ ., f 8K
r "--i'
RECEIVED BY ,/;,;" / (' ,J 1 ,'.' " J ,. 11/." ,
" / SIGNAl.,. / ,', ,.
I (/. (I/,f..
MARY c. L~18 "', //0'/:/,,,/ '1
REGISTER OF WILL8 I,
_--..~-,-..... .-'- .~-
- - -- -_....:....:- - - -- - - - - - -- --- -- -- -.... _.~ -- -. .-.. -- - - - - -- - - _....:...:-
RECEIVED FROM,
&
ACN
ASSESSMENT I!I
CONTROL IiliI
NUMBER
AMOUNT
.",,~-.---'-- ---..--.-- ------ -- ---.- -- --------,s:-----;----.r--,..--.,-::-
I '.~ I 'of
PHILIP V HOFFMAN
101
.HI,OOO.OO
"
"
19~ HICKORY RD
CARLISLE, PA 17013
-
ESTATE INFORMATION.
!II FILE M R
(.1 21-1996-0100
!II NAME OF DECEDENT (LAST)
&a MCGINNES MARGARET
II DATE Of 'AYMENT
II POSTMARK MTE
C UNTY
SSN
(FIRST)
D
178-16-6334
IMI)
CUMBERLAND
MTE Of OEATH
04/16/96
REMARKS PHILIP V HOFFMAN
SEAL CHECKtt 17
REGISTER OF WILLS
~
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-.,..,.,- -. ...
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- .... - - --.-.....- --....--.. --..JI
r -'
IS -103 - t"
NI-ERIT ANCET AX RETURII
RESDENT IECEDENT
(TO BE FLED N DlPLlCATE
\MTH REGISTER OFWLLS)
~EV'1500EX+(7-G4) *'
COMMON'MAL TH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
OEPT 28Oe01
,IWIRISBURO. PA 11.120-0001
, i DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL)
i McGINNES, Margaret D.
r aocw. SECURITY NUMBER i DATE OF OEA TH
178.16.6334 1 04/16/96
; II Awtcablll s~ SpcM", Namll..,I, Fni And Mldclltlnltl8lJ
for dat.s of d.ath an.r 12/31/91 ch.ck h.r.lf a
spousal pov.rty cr.d~ Is claimed L.J
FILE NUMBER
21 96
COUNTY CODE YEAR
DECEDENTS COMPLETE ADDRESS
136 Elm Street
DATE OF BIRTH Carlisle, PA 17013
12/18/13 :COUNTY Cumberland
SOCIAL SECURITY NUMeERAMOUNT RECEIVED (SEE INSmUCTlONS)
i
100
NUMBER
, .
"
I,~:: 1. Origlnel Retum 2, Supplemenlel Retum 3, Remelnder Retum
I!! (for detes of deeth prior 1012-13-82
~~li! : r j 4, Limited Eslete 'J 4e, Fulure Inlerest Compromise 5, Federel Eslete Tex Retum Required
jlj!!ll:! I' (fordelesofdeethefter12.12.82)
~lll i '-, 6.DecedenlDledTestete i: 7. DecedentMelnlelnedeLlvingTrust 0 8. Totel Number of Sefe Deposit Boxes
I " (AUech copy of Will) , (AUach copy ofTrust)
"I ALLC.O~RESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
riJ!Z 'NAME COMPLETE MAILING ADDRESS
ll~ ; Stephen L. Bloom MARTSON. DEARDORFF, WILLIAMS & OTIO
8il:: ;TELEPHClNENUMeER 10 East High Street
: (717 )243.3341 Carlisle, PA 17013
1-_____..._." ---.-. .-. -- -
-'; -1, ReilEsteie(ScheduleA) (1) 32.500,00
2. Stocks and Bonds (Schedule B) (2) 476.25
3, Closely Held StocklPartnership Inleresl (Schedule C) (3)
4, Mortgages and Notes Receiuable (Schedule D) (4)
5. Cashl Bank Deposils & Miscellaneous Personal Property (5)
(Scnedule E)
6, Jolnlly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (Schedule L) (7)
8. Tolal Gross Assets (tolal Lines 1.7)
9. Funeral EXp'enses. Admlnlslrative Costs. Miscellaneous
Expenses (Schedule H)
, 10. Debls, Mortgage L1abllilles. Liens (Schedule I)
: 11. Tolal Deductions (tolal Lines 9 & 10)
: 12, Net Value of Eslale (Line 8 minus Line 11)
! 13. Charilable and Govemment Bequests (Schedule J)
: 14. Net Velue Subject to Tax (Line 12 minus Line 13)
:-15,-SpoussITiansfers(fo-i-ifatesof death after 6-30-94)
i (Include ualues from Schedule K or Schedule M)
18. Amount of Line 14 taxable at 6% rate
, (Include values from Schedule K or Schedule M)
i 17. Amount of Line 14 taxable at 15% rale
I (Include ualues from Schedule K or Schedule M)
, 18, Principal tax due (Add tax from Lines 15, 16, and 17)
: 19. Credits Spousal Pouerty Credits Prior Paymenls Discount
i + 15.000.00 + 789.47 (19)
: 20, If Line 19lsg~eaterthan Line 18. enlerthe difference on Line 20, This Is the OVERPAYMENT (20)
A. [] Check here If you are requesting a refund of your overpaymenL
: 21. (fLlne 181s greater than Line 19. enter the difference on Line 21. This Is the TAX DUE.
A. Enter the Interest on Ihe balance due on line 21A.
B. Enterthe totel ofLIne 21 and 21A on line 21B, This Is Ihe BALANCE DUE.
I Make Check Payable to: Register of WillI, Agent
f-- - -- ~------~-
----------0; BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANDTCfRJ:CHECK MATH" '- ,~- ,-,--
Und.r pe;;a~I';sorpe~ury. I d.c1....; iilai i hay. examln.d this r.lum, Including accompanying schedules and slatemenls, and 10 Ihe b..1 of my knowledgoand
belief. Ills tru.. correct and complete, I d.c1are thai ell real.stale has been reported ellrue marllet yalu., Decle,allon 01 prepar.r olher than Ihe personal
;fir. , n live Is bas.don .lIlnformallon of which preparer has any knowledge, . ---....-
OF fE SPO IDLE FOR FILING RETURN ADDRESS DATE j
.~ /J;tJ<,t:.- 195 Hickory Road. Carlisle, PA 17013 11/'1/91 ..__
SIGNA RE OF ElY~RESENTATrvE ADDRESS DATE
~ 10 East IlighStreet. Carlisle. PA 17013 1/IS/Q7
li
~
E
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a:
z
~
~
S
117.377,61
(8)
(9)
(10)
24.628.65
4.989,04
(15)
(11)
(12)
(13)
(14)
x .00 =
(16)
(17)
x .06 =
120t736.17 x .15 =
(18)
Interest
(21)
(21A)
(21B)
150.353.86
29,617.69
120.736.17
120,736,17
18,II0A3
18.110.43
15,789.47
2.320.96
52,320.96
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:;~t'~~~~~<A,~~~,\,:~':~~:C!"f'><"~\,~~,~~'V'1""'i&~;':::!r'.t1'"\~,'J.
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C~lHOfPlMMll'/1.VAH'"
IMH1!RIlAHCl TM AlTURN
AlIUNT DlWllNT
:~,..
E8TATEOF
McOlNNES. Margarcl D.
\ Cash, Bmk~: NlecellI180lB \
Per8CJl1111 PrClPGrly
-,,---.-. - ,- ,- - ,.,- .'-' ,'- - -" .- _.- ..-,., ..-,-..--
___..,,-,.... _' .... ' .. -\.FiLE-NUMBER' -. -..- ' ------
100 ESI:IC 96,__ _.- '" ,_ _..__ ,_
(All property 10lnUy-owned wllh RighI o!:SuiVivora_iiip_~~~I~e -cli!:~oll~i1~nSCI'I;i1llle F.) , "
ITEM
NUMBER
- r VALUE AT DATE------
DESCRIPTION ' OF DEATH
onncn rus ompany. cc mg ccounl o. 8i . . ..",...-
-'.-2:---. 'Fiffii'eii"Tiii's\'ComjiiiiiY-;.CnrisliiiiiS.C1iio..Ro:.222':lJOlJOOT...................................................-.... ...................-.SO:W9
....-.3:--- IlBiT'ii'Siiviiigs13iiii1i:.S'iiViiigS'Xccoiini'Nii...T7:'00'Oll"02'or..........................................................-.. ...................2'4;3"10:8'11
--.''4:--.'. 'l'9111'PlyniOiilli,iippmlsc.a.viiliic......................................................................................-...........-.. ._..............1:0lJO:OO
.--.S:'.-- ouseliOliJ.fiiiiiTSliiiigs'iiii'c1.pefSonal'jiiiipciiy..............,...............,.............................,............................, ................_..'1';3112:0'0
._....li~....... '42111:'13'S..sliii'cs;UcTiiiViii'C'f'iina..1\.C1iiSs..@.1'9:1I8'............................................................................... ...................1I5';2'40:r7
--....-.........-...............................................................................................................................................,.......................................................
-,--.-,,-,,--'.,'-_._~ -,-~---~- ----'.
5117,377.61
------ -~_.._---_...._------"_.---"~-,..---- ~'--
Schedule E TOTAL
'*
ScheclJIa H
FlIteral &pere4B. Acmlriatlll1lw Colts
and MecellIlecu Expm_
COMMON'NlALTH Of PENNSYLVANIA
IHHERlTAHCE TAX RETURN
RUIOfNT DfCfOEHT
ESTATE OF
McGINNES, Margaret D.
ITEM I _______nH__'
~~MBERjnfuneiiIExpeni.ii - n
.'.1:."'fR'cilTiiiiii:'Riii1i'F'uriCm1lJii-nic:'Cii'imlc~'PA""''''''''''.''''''''''''''..................................'.....................................'...t...................6',1lfiS:llO'
.""2:.'.}Ciii'liS1C''MCi'iiii'riiiI'SC'iVlce:'C'Ii'iTiSle:1W;''iiiSC'iiiiliii-n.................................................................................' ......................'73':0'0
.............L.......................................................................................................................................................................................................................
1
..............L....................................................................................................................................................................................' ...................................
-+-------.-.---.------------------------r-----
.-......1......................................................................'........,..........,..'........,........,............,.....,.............,..,..................,...............,..,......................,..,.....
I '
----=.==r======:::=..':'~.:........................................................................................................................................................................
B. ! Admlnlalratlve Coats
1. Personal Representetive Commlaslons
Philip V. HolTman
Social Security Number of Personel Representative:
161-34-3829
Year Commlaslons paid 1996-1997
FILE NUMBER
, 100 Estate 96
DESCRIPTION
AMOUNT
7,500,00
2.
Momey Fees Manson, Deardorff, Williams & Ouo
7,500.00
Femlly Exemption
Clelmant
I Addresl of Claimant et decedent's death
Street Address
~Clty
4. Probate Fees
____. __n_.____".___..._ ..._
C. Mlleellaneoua Expenaea:
-1:-'" TTiC'ScmiiiCTi...AiJvcriiSiiiirsi'iiii'iiift'eii'Ci'S...............................................................................................,. ........................lfS:'72.
.....2:-... Cu.iii'6Cfliii.d"I:iiiY"Jii.iiiiiii1i..i\ovc.iilsiiiii'iriiiii.oft.eli'iii'S............................................................................ .........................611:0'0
""'j;.'. Ueiirge'E'6Cii'er"&"Assiiciiites;"ReiiTloi'S':.'i\'ji'jii'iiisiil'of'ieii1'e'siiilc....................................................... ..................173':011
"''':1:-''' cgisl'Cr"orWilJ's:TlliiiiinTic.ii!iii'icc.iiiX.i'ii!ii.iii............................................................................................ ....................T:rO'o
."'3':- BijrougTt"'of'Ciiflis1c;"'Wiile'i7s'Cwei"se'iVlc'C'jieiiiJiii'S'siile'ori'eiiresliirC'....................................,................ ......................ljO:.OlJ
....0.... aTr..Giii.scr'Vic'Cp'Cii'cIiiigsBlc.of'fCiiresfliic.................................,........................................................, ......................jOll:O'O
....7:.... PP&r:"'Elccfrlc.scrviC'CpeiiiJins..siilcorreiil'.esfiiic.......................................................................... ..................ljO.:OO'
....S:.... CTeiiiiiiiS..Biio.li'iiSTi..rc.iiioviil..................................................................................................................... .....................7111:0'0
""'9;"'. TBii.t:oncCiiii';.1'99fi.scliiiiil'liiXcs..........................'..................................,....................................................... ..................371:93.
.'111.'" iiiiiK'PiiliclgCr~iippriiisiirrec............................................................................................................................... ....................~1l:0'0
....1.17...lfeServc'il.ror'i'iiisC'elTiiiiCijiiS'cx.pci'iscs.rcii'.i'iiiiiiiiciiiiiice;'C!iiii-n:iip"iiii'cI'siile'of'real"esiiil'e;.iaiJiliiiii" .."..............1';0'(10':011
filing fees and other miscellaneous expenses
3.
none
Relationship
State
ZIP Code
262.00
.............. ......................................................................................................................................................................................................................................
Sehedul.. H TOTAL
24,62g.65
_ ,.~}~~t1~:;~ld~~;s~'~}f:_S~___~.
_~;~}!;:~;~if3::~ '
._.__-"..v'~-........_';"-___,......-..._~.......__." _,
1~_.......,,__.._.,,__~_.~
,_., ___ .".. ,_",'-';;c__' .,.....-;,...._:.q_..".~'''f>.,.......*.................:....~:....--:,._._~.
*'
L SchectI..J L
DeI.~1Itee
- -_:::::--::.~:=:=.::...;.::;::-' ;:::-~:::.-:-..::::.::::::.::.:.=:-:-:.'^~:.=-:::..=:::-=:'--
CCllotllClH'MALTHfWPlMMI'IlVAM....
HtEJUTNlCl! TAX IlITURH
IIlICllllT DlClDlMT
ESTATE OF
McOlNNES, Margarel D.
ITEM
NUMBER
FILE NUMBER
100 Estate 96
RELATIONSHIP
SHARE OR AMOUNT
OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
TaubJilliijuiili: -- .-..,--.----,. .,_..--'.,..-, u ,....--.....---- ---,
Vernon P:lfc)lTman ---..----.-.--.-.---'-.--- Sliier---..-- 113 eslile residue
72 Ladnor Lane
Carlisle, PA 17013
--7;-" HClCii.'MiiC1Tc'lgcs..-..-..-...-........--.....-..-.------...-......--. Siiifr-'--""'- r/3'CsIiilCrcsiauc--
846 Alexander Spring Road
Carlisle, PA 17013
'--'j7"-- C'eoii''W:''McUliiiics...-....................................................-...-...-........- BroiliC'f....-......... TI3.c'ifiilC'.ieiidiiC'----.
5521 North Indepcndence St., Apt. 112
Oklahoma City, OK 73112
J.
N__"__ _______..._._..........................................................._.................................... ....................---...
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. CharttablliiiifOovemmentarBiqullta:
MlO"UNi OR
SHARE OF ESTATE
...--.-...--............-.................................................................................................-................................ ..-...........--
Schedule J TOTAL
I
MARKET DATA APPROACH
!nw;' ;',111<;1 .\t ~hl," ':':'11': 1 '.I>:l':,n. the value 'Jf the pr.:,perty, your appralsJir
"h1tla _l "iLWV~Y .:,f Dr':'~.H~rl:i~r 1:11..t. '1r\"P' Ilr:?'~n r:':"ld t...tthin the gene,""l ,1r~,~.
'\$ p ,= ,,,np';",::;\bllJ I;.;. fll1d .,n IUCl1t [';.31 pr.:.perty t.;, that ,;.f the sub.Je.:t,
r;111';~~ n'.1 t:~I~1 LJuildingG I~r~ ~v~r tdentic,31. it IJa"] ne'.:es$ary to make
ll~,jl,-:t;ml:!,ql:-:: ','Il ,:,:,,"p.~I'.,b14~ '1al,}~ .:t~ l~l.:\tfJd t.:., thf? ':,ub.jel:t property.
. ~.' w" :\ t i .~." :
'31!,ry.~~3'
Comp~rable Sales No.1
r:.."H?:
L.:tt. Si.:e:o
S.;\ l,..l!~ "j i.;.?:
87 ~. l_,':tull;l.::'t' 'Jt.~ C.?)-li::!f?, r-'"
~lo':eln0~( 2. !~95
:2 <;to)ry O,-,pl.~~.. ., bri,;" ~. vinyl'. ,:entral all' -updal,?u
,~lectri.: '3ervi.;e - wall to wall .:arpet., public '..Jater .:md
..:e'....'ll ..
H' :< ',6'3'
"t:34 , 5(\1). (I()
,_.....,.: :3~ ','_'fl:
Comparable Sale No. 2
S:d::l ~_\t-r~:
TYUI.?:
L,;.t, Si.:e:
G.?l~ P~i'.:e:
Comparable No.
LI:,,: ~t it~n:
Sale Oat,,:
Typp.:
I..:>t Si.:e:
'3ale Pri.;n:
, ITEM
2'37 t,I':'1 1;'- f.:~:;t '3l'yeet, Car 1 i!::le, PA
~l".r ':h i 8, t 'J';'S
2 story Dupl~x - !r~me ~ aluminum - modern
~itchen, nnwly installed bathroom - wall to
wall - public water and sewer.
t 7' X 1:20'
$~6 ~ 500. ':11)
3
154 E. Penn St., Carl i!lle, PA
November 9, 1995
2 story Duplex - frame ~nd ~luminum -
public water and sewer.
15' X 100'
'~38,OOO.00 - 279 oJny'l 'In marl(eL
SALES ADJUSTMENT
COMP 111 COMP \12
34,500
Louther St
100DON-Vi'\
-2,000
Old
-2,01)(1
"2, (If)(i
r..,rtiill
Ne.ne
Same
Simil"r
u'2,IJOO
1.1 X t6')
f\1t.:""ne
26,500
337 N. East St.
119DOM-Cash
Al um-~;i\me
\870
- I , (10(1
- 0 -
Pa,"t i 0'1
NI:-I1'~
Same
Similar
None
17 X 1 :2')
N~lne
:;.J.Jnf?
~ l, 1)(10
25. 5')1)
.-
.;1.."nf?
.'..f.""1
INDICATED VALUE BY MARKET APPROACH
':':' 5.~1I.1
COMP 113
38,000
154 E. Penn qL
279dom-Conv
Alum-same-
\870
-2,000
'.2,000
Partial
t-h:lne
Same
Similar
None
14.0 X 55
None
S.:\lne
..4,(Jf)O
3~.. 1)(11)
'532,500
1 t. ~''; Y':'~!r .:\~~r.J, \ :.H2r p':' ..._tn'~! ',!': 1. ';on rl ':';"11I t'1JY k,~t; I_'.~t., ttIJPY'_~"3,:h that the
M,:\,I'.!:~~t: '."..t.~1.? '\!.: ,.:.f t)pr'll 16. l')'~J5. is best estimated b:.IJe:
Sal e Pri '~',~
Locat ion 37 E.
Time
~uality of Construction
Age
I':ondi t; ielll
Gross Building Area
B~mt ~( B:llllt. Rooms
~arage or ~arport
.unctional Utility
P.)rl:hl!!i. Pat i'=,s
,u, (-;.nd i t i'Jrdng
1.<I"d
nl:!II-1'1'- DuildtnQ~
r:-,.?r: '.~Il
tft-.' ,",I,il.\','l.;mer,i
".: .1, ~,~" t "di,.: ~t,~d 1,"'!'}'1
T~IJ;>Tv-TIJn .~nllc:;o~'n .IV!'" ~'INnJ;>!'"n nnll OJ;>C:;
,l_
,,' ~CQ
% ..
:--:;~ 3;e
....~...,..~
'.~ ;. ,''"''"I \D
~';I_..t~~ ..,
. . .," "-
.' .
.. r.. c::I
~,.". C
. ....1IC
Lillo'..
..,rclA.......
~d~'" ~-
!~~G ~ t-
O!
~-~
1>',
.
g'
'f; ~ 'i
C. ..
!; r")EI
. :I>!S
II t~ "':
i'i - ill
! ~:I
~ I~a
-
-J
o
(;;
U_Of'ftC'1
WtlUAII', "....,..... fl. C.
III RE : ESTATE OF l'lARGARET P.
lIcGINNES, DECEASED, LATE OF
CARLISLE BOROUGH, CUHBERLAND
COUNTY, PENIISYLVANIA
III TilE COURT OF COllMON PLEAS OF
CUlIBERLAllD COUNTY, PENNSYLVAllIA
ORPllAlIS' COURT DIVISION
110. 21-81-0258
DECREE AllARDlfIG R~:AL ESTATE
AIID tlOW, 8~ I.) , 1981, the Flrst nnd Flnal
Account of Hargaret !ll!lla HcGinnes. Executrix of the Estate of
lIargaret P. HcGinnes, together with a Statement of Proposed
Distribution thereon, having been presented to the Court on
October 13. 1961, and the same havin~ been confirmed and
distribution awarded in accordance therewith, the Court does
hereby award, decree and confim unto l'lARGARET DELLA HcGlNNES,
her heirs and assi~ns. all the ri~ht, title and interest of
the said tlargaret P. HcGinnes in and to the following described
real estate:
ALL TIIAT CERTAllI lot of ground situate in the Borough of
Carlisle, County of Cumberland and State of Pennsylvania, bounded,
and described as follows:
On the North by Elm Street; on the East by property now or
formerly of Jacob Steigleman; on the South by an eighteen (16)
foot alley; and on the Ilest by property now or formerly of
Glenn A. Adams, having a frontage on said Elm Street of fifteen
(15) feet. and extending back at an even width, one hundred (100)
feet, more or less, to the alley aforesaid.
HAVING thereon erected a two-story frame dwelling house,
known and numbered as 136 'Elm Street, Carlisle, Pennsylvania.
IT BE:llG the same property which Ilayne C. tlcGinnes and
Margaret :. McGinnes, by their Deed dated April 3D, 1945. and
being recorded in the Office of the Recorder of Deeds in and
for. Cumberland County in Deed Book "Y", Volume 12, Page 294,
granted and conveyed unto Wayne C. HcGinnes and lIargaret P.
HcGinnes as Tenants by the Entireties. The said \'Iayne C.
t1cGinnes having died September 15, 1957, title vested entirely
in Uargaret P. t1cGinnes. nle said flargaret P. HcGinnes died
April 10, 1981, and Letters Testamentary were issued on
April 24, 1981 to tlargaret Della McGinnes in accordance with
the Last l/ill and, Testament duly probated and appearing in the
Office of the"JI,egister of Wills in and for Cumberland County,
Pennsylva,{lia.'il',FI1'-Will Book 65 at Page 468.
. ,:'. ......:::::.::::- ...... ~ i'. '
,'~' .',....~.I"l~'., ".~,i'; Y TilE OURT
A TRU~!~~,~t~~OM'",IiEt:ORD' B C ,
In Tet~~n."",f,'I,ti<I.unlo,lel my ~n~ LJ / ~
Ind tho _1.ot~!~COU,i.~1 CiI!'jt!i;'Il~. IS/ 7t~ c., . '.
Thl.~Cl;..~" 'f .n..J:;.'i 'vI
,y."O _~""..~_19 Il..(...- J
... ...... .,". T .
, 1"0 ~'"'' '
-~..;;. .-&-
Clork or lhe or'll -;';c-;,;;j"
r;umberlond County
U"~I.{)~;j f_'.~ g68
j
,
,
,
1'l~ltlll'l(,^,IIIlN AN" STnEMEN"f' 01' l.IMIl "11; !:IlNIII"f'IONS
1'I',It'lIl'II'A'lltlN: I hc AI'I"II;'c, ,,~'Iilic' IImlll~'~~' Ih"l:
I I h. AI'I"";'.' h.. "" I"C'CII' '" (III1ICII'l'llIlc.1 rllllllC ;IIIC,c,1 III Ihc I'"'I"'''Y III'IIIlIj,C,): lI11d llrilhcI Ihc f'"I'I"ylllcIII III
II",lf Ih. "1'1"11""1. '"11 Ihc (11'"1","'"1;11" rll. it, I, ",,"II"~C"I "1"'" Ihc III'IIIIII,c.1 vlIlIIC IIr Ihc 1'"'IICIIY'
2, IIII' AI'I,,"I..' hll' 1111 I'C"""I1II"IC,c.1 III '" hi". with 'c'I~'(' ,,, Ihc ,"hicd '"I1I1CI "r Ihc III'IIIIII,"I'CI,"1 '" ,h,' 1'",lld'
1,""1' '" ,h. ."k, Ihc "".,hll"IC "r MlI,lcl V"h,c" III ,hc 1I1'IIIlIhlll,cl,,"1I. 11111 hll.c.IIII whlllo "' ;11 1'",1111"11I IIIC '""C. ,,"h",
"' 1111'11111"1 ,,1i~III ,,' Ihr. 1""'I~'(ljyo IIWII"" III '1((111'''"1' "r ,he 1""1""1)' 1I1'1,,"I,c,l. III "1'11I ,ho ....e. cIII", "' 1111,;,,,,,,1 ,,,i~;II
,,' Ihc 1"C'~III""'C" "' ..'..111'11111. IIr Ihe 1''''llC,lIe' '" Ihe vidllity IIr Ihe I'lIIllC.ly 1I1'IIIlIj,c.l,
,Ilhe AI'I'"';'c, hll' 1...."'".lIy III'llCcle,) Ihe 1"1I1""ly. hlllh III,ltle 1111,1 11111. 1111I1 hll' 1II",le 1111 o.lc.11II III'I",(lhlll "I III!
'"I1'I""l1hlc .,,1.. 1;.lc,1 III Ihe '.1""1. 'Ih Ihe ,,,,.1 IIr Ihe AI'I"IIl<er'. Imovle,)ge 1111.1 IlClld. 1111 '1IIIelltelll. 111111 ;IIrlllll",I;,II' ;11
Ihl< ,e,WI,1 lI,e IIl1e lI11d ",,,,e(l. lI11dlhe AI'I"II;'cr I"" 11111 IIIIIw;IIgly withheld 1111)' .'~IIill,,"111 hlrll"I'"II11I1,
,\ All ,.,,,,';II0CIII 111,,1 Ihlllllll~ ""11I11'\11'" "'C lOlIIllI;IIe" he,rill (illll'",c.1 hy Ihe ICIIII' IIr Iho 1I..1,lIIl1elll III hy Ihe 1I",lel'
d~II.d lI(rcdlll~ ,hc 1I11111)"c', "1'111;11'''. 1111I1 ,,"11dll.I"II' Ct,","I"e.ll" Ihe 1<1,,"t),
. I hI< "1'1,".1,"1 11'1',,'1 hll' hcell IIIl1t1c III ,.,,"r""l1itv with 1111I1 I. ."hlcd III ,he ,c'llIhcIIICIII. "r ,he ('"Ie .', 1',,,r...I,,",,1
':,hk' 1111I1 ~,","1""1. IIr 1'",rc..IIIIIIII ellll,),,(llIr Ihc 111'1"111,,,1 ",~,,"I1,III1"'" with whldl ,ho AI'IIIIII,c. I.. 11111111110.1,
(, All ,,"11dll""11' nllll "1'111;"11' (II11C<lIIIII~ Ihe '~1I1 c.lllle ,hili "'0 orl r,"lh III Iho "1'I',"I.nl "1""1 lYO'O ,,,clllllc.1 h)' ,h~
AI'I',,,I'.' "h."c .1~1I111"'C "1'1"'"" 1111 Ihe "1'1,,"1,"1 ,el""I. tlllle.. hllll~lIlc.1 n' "Rc,'lcIV A",III1I.0l:' Nil dlllll,e "r nllY itCIII III
Ihc "1'1,,"1,"1 'fl",,1 .hllll he 1I111,)C hy II11Y"IIO IIlhcI I!IIIII Iho AI'I',"I,er. 1I1l111ho AI'I',";,er ,1\1111 hll,e 1111 ,e'IIIII,,;hiliIY ,,,. 1111)'
..ud. 1I11""1hllll1('(1 c:hnl1'c.
,
,
C 'tiN' INlmNT AN" 1.IMlTINI; t:\lNlIITlllNS: I hc (c.IIO,.IIII1111 IIr Iho AI'I""I.cr "l'l'cn'llI~ IlIlhe nl'I""i,,,1 ,clllllll. .lIhiel'l
,,, ,hc fi,lhnl'I", ""Illlillllll' nl1lll11 ,"d,.,lher '1",~lIk 1Il11llhllllill~ (IIl11lillllll' II' "'0 .cl rll,lh hy Ihc AI'I"ni.o. I" Ih. .el"""
I. 'lhc AI'I""I..' n"lII"e. 1111 ,c'IMI,,,II,lIity rllr IIIl1l1c.. IIr II 1r~1I111""110 n"e~I;II~ Ihc 1""lte.IY 1II'I',"I.c.1 IIr Ihe lille Ihcll"
'''. "'" .1011" Ihe AI'I,'nl.c, .ellrlcI nllY "l'llIhll' n. III Ihe lille. whkh I. n""11,~,I III IIC g,,"1 nlld 11I",lclllhlc, 'Ihe I""I~"I)' I,
1l1'I"ni~rll "' 'hfl,,~h umler .t'!ltpnndhlc n\Vl1cl!'ihlll.
2, All)' .1.11 h ill Iltc ,cIWl,1 IIlIlY .1""1' "1'11"..III""C .IlIIICII.IIIII. nllll I, hl"'",lerll" n"i.1 Ihe ICllder ill ,'I"lnll/lll~ Ih,' 1""1'
l'II~'. 'I hr ^1'1'lni..rf Ill" tmule 111' ~ur\.tY "r Ihr 11flll'CII)',
,I I h. AI'I"";'.' I. ,,,,I ,e'IIIhc,1 '" ~h'e Ic.,h"""Y nr IIl'llClI' III (Ill'" I",~nl"e "r IlIIvlllg IIIl1do Ihc nl~lIl1i,"1 wllh 'er~,c."~
,,, ,he 1""1""')' III 'I"C'U,,". IIl1le" 1I111111~CIIICIII' hll"e heoll l"c.I,,",ly lilli'''' Ihe.crll',
.1 Am' ,11.1,11,"'10'" "r ,he 11111111111111 III Ihc ,cl""l he,,,eclI Inllllllllllllll,'"lYCIIICIII' 1I1'I'"c. II11ly IIIMler Ihe e,I'lh,~ I""~"""
..I ",i11/nlh"..1 he ,cl'l,"le \1t1I111,I,,"' fill IIIIllI IIIllI hlll"II,,~ 111I'" ""I IlC lI,c.1 III (""IIIIIdlllll wilh nllY II,hcr nl'l"n\,"1 nllllllle
111\111111 ir '" 11"'1:,1
~, 'I hc AI'I""I.cr """l11e. Ihlll Ihc.e n,e 1111 hh"'ell nr 1I11111'1,",clIl 1',,,,,IIIlIll" "r Ihc I'rllllClly. ,"h,"il. "' ,III1CIIllC', whld.
",,"hl .Cllllel II 11I.1Ie ". Ie" v"l,,"hle, Tho AI'I'.nl.er n"llIl1e< 1111 lO"III1l.lhllily rll. .lIch CI1I1I11111I1I', IIr fur ellghlCc.I", whklt
",I~hl he ,c'llIhc.I'" .1I....noN ,,,d, rnd"",
(, I,,rll,,,,,,1101ll, ."IIIII"lc.. nllrl "1'\"\""' fll,";,hcd h. Ihc AI'I"nioer. "",) (II11111111Crllll Ihe lel""I. "",e "hlnllled r,"III .11111<""
,,,".hle.." ,"'I"hle 111111 hclic,ed III IlC I,"e 111111 nll'c(\' ""I1",er. 1111 ,c'I",II"hlllly rllr 1I((llInl')' "I ,"(h lIelll' rll.llldle.1 Ih,'
AI'I',"I... I'nll IlC ""I1I11C" h)' ,ho AI'I',"I.c"
7, Ill<dn<llIc "r Ihc (.1I1ICIII. IIr Ihc nl'l',"I,nl,cl""1 i. ,lIy.rllc.1 hy Ihc IIl'hl'" 111111 Rc,"1nlllln. nr Iho 1""re,,llIlInl nl'l',II,"1
,'. ~lIlltntl""' "ifh "hldl Ihc Al'l'lnl.er I. nmllnlc.1.
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FARMERS -
TRUST -
June 5. 1996
Martson, Deardorff. Williams ~ Otto
Ten East Hleh Street
Carlisle, pa 17013
Re: Estate of MnrCaret D McGinnes SSN 178-16-6334
Date of Death: April 16. 1996
near Mrs. Myers:
In answer to your request concernlne accounts owned. either
separatelY or JointlY, by the above referenced decedent and the
balance In each account as of the date of death. we have checked
our records and are submlttlne the followlne Information In
duplicate. We sueeest that you file one of these letters attached
to the pennsylvania Inventory forms (RCC) to substantiate the
balance you report.
Note that we have shown the correct reelstratlon for each account.
Also. Interest accrued to the date of death, If any, Is listed as
a separate fleure.
Checklne account "427586 was orlelnallY opened 9/1/67 or before.
The account was titled In Marearet D McGinnes' name alone. The
balance as of 4/16/96 was $5,103.71. The account was non-Interest
bearine.
Christmas Club account "222-000001 was orlelnally opened 10/4/83.
The account was titled In Marearet D McGinnes' name alone. The
balance as of 4/16/96 was $80.00 plus $.89 accrued Interest for a
total of $80.89. The account was earnlne 2.75% Interest at the
time of death.
We have no record of a safe deposit box In the decedents name.
Sincerely.
~J~~
Karen Tomllssone
Supervisor customer Service
One Wl'51 ~\Il\h Slo.>eII'.O. nux 220 Carlisle,l'ennsylvania 17013 (717) 243.3212
$C H. z:: . I...J..<"--1T\5 /...2
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12 p~
(For ResldeDt DecedeDu DyIDg After July I, 199~ ~
OJ ..
Name of Decedent: MARGARET D. McGINNES ~
C.
Date of Death:
File No.:
April 16, 1996
21-96-0100
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Social Security No.: 178-16-6334
Pursuant to Rule 6.12 of the Supreme Court OIphans' 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:
Ycs_ No x
2. If the answer is No, state when the personal representative reasonably believes that the
administration wil1 be complete: Approximately six months.
3. If the answer to No. I is Yes, state thefol1owing:
a.
b.
c.
d.
Date: April :{J,1998
'.\ftLES\QA t AIU.I\I!ST A TBS\I441 su
Did the personal representative jile ajinal account with the Court?
Ycs_ No_
The separate Orphans' Court No. (if any) for the personal representative's
account is:
Did the personal representative state an account infonnal1y to the parties in
interest?
Yes No
Copies of receipts, releases, joinders and approvals offonnal or infonnal accounts
may hejilcd with the Clerk of the Orphans' Court and may be aI/ached to this report.
--Kz/~
-Stephen L. Bloom
MARTSON, DEARDORFF, WILLIAMS & OITO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
Signature:
Name:
Address:
.
'.
.'
ESTATE OF MARGARET D. McGINNES
CUMBERLAND COUNTY FILE NO. 1996-0100
RELEASE
KNOW ALL MEN BY THESE PRESENTS that I, VERNON HOFFMAN, one of the
residuary legatees under the Estate of Margaret D. McGinnes,lale of Carlisle Borough, Cumberland
County, Pennsylvania, deceased, do hereby acknowledge receipt of and from Philip V. Hoflinan,
Administrator of the Estate of said Margaret D. McGinnes, of my 1/3 share of estate residue, for a
lotal distribution ofS36,415.99, as evidenced by the Account Stated aUached hereto and marked
Exhibit "A". in full satisfaction and payment of my residuary legacy under the said Estate.
AND. THEREFORE,I, the said VERNON HOFFMAN, do by these presents remise, release,
quit-claim, and forever discharge the said Administrator aforesaid, his heirs, executors and
administrators. of and from the aforesaid legacy, and of and from all actions, suits, payments,
accounts, reckonings. claims and demands whatever, from the beginning of the world to the day of
the date of these presents.
AND, THEREFORE, I, the said VERNON HOFFMAN, agree to refund to the Administrator
aforesaid, any portion of the distribution to which I am not properly entitled, and to the extent of said
distribution, to indemnity said Administrator for claims made against him as Administrator, and to
reimburse to said Administrator all expenses and costs incWTcd in connection with any such claims.
AND I hereby consent and agree that the Orphans' Court of Cumberland County may
discharge the said Administrator upon application, without further notice to me.
. IN WllNESS WHEREOF, I have hereunlo set my hand and seal this oW l/.IJ day of
~ ,2000.
Witness:
~A;.rd:?'rno"A )
\ l).I........... ).n t1 J..IL _.
V,mon Hoflinan <--rr
.
'_I/U.IS'IDATAftl.INISTATfiS\lU7 'FA
ESTATE OF MARGARET D. McGINNES, Deceased
Date ofDeath: April 16, 1996
STATEMENT OF ACCOUNT OF PHILIP V. HOFFMAN, ADMINISTRATOR
ACCOUNT STATED TO APRIL 14. 2000
SUMMARY
PRINCIPAL:
Receipts
Net Gains on Conversions
149,826.88
3.086.30
152.913.18
43.750.24
109,162.94
105.250.00
Disbursements
Prior Distributions to Beneficiaries
Principal Balance Remaining
3.912.94
INCOME:
Receipts
Disbursements
Income Balance Remaining
85.02
0.00
85.02
FINAL BALANCE FOR DISTRIBUTION
3,997.96
PRINCIPAL RECEIPTS
Residence, 136 Elm Street, Carlisle, PA: net settlement proceeds
6 shares, Pitney-Bowes (10 shares, Norlin Corp.): date-of-death (dod) value
Fanners Trust Company, Checking Account 427586: dad value
Fanners Trust Company, Christmas Club 222-000001: dad value
Harris Savings Bank, Savings Account No. 17-00000203: dod value
Blue CrossIBlue Shield: refund of premium
1987 Plymouth, appraised value
Household furnishings: net sales proceeds
4287.735 shares, Delaware Fund A Class: dod value
MetLife insurance proceeds
Other insurance proceeds
27,857.92
476.25
5,103.71
80.89
24,570.84
196.10
1,000.00
2,319.20
85,240.17
2,446.13
535.67
TOTAL RECEIPTS OF PRINCIPAL:
149,826.88
Exhibit "A"
NET GAINS (LOSSES) ON CONVERSIONS
4287.735 shares, Delaware Fund A Class:
4/16/96 85,240.17
8/23/96 88.581.48
3,341.31
6 shares, Pitney Bowes:
4/16/96
4/13/00
476.25
221.24
-225.01
TOTAL GAINS ON CONVERSIONS
3,086.30
PRINCIPAL DISBURSEMENTS
Outstanding check, Farmers Trust Company, Checking 427586
PP&L, electric service, 136 Elm Street
Borough of Carlisle, water/sewer, 136 Elm Street
UGI. gas service, 136 Elm Street
Darlene Moyer, Tax Collector, real estate taxes, 136 Elm Street
Vemon Hoffinan, reimbursement for expenses paid for decedent
Thomwald Home, balance due
Hollinan-Roth Funeral Home
Carlisle Memorial Service
Emerald Drug
Greenawalt & Company. P.C., preparation of 1995 taxes
Martson, Deardorff, Williams & Otto, account payable
George L. Ebener & Associates, real estate appraisal
Cleaning expenses
Frank Potteiger, appraisal of household expenses
Thomwald Home
Register of Wills. Agent, Pennsylvania inheritance tax
Philip V. Hallinan, Administrator's commission
Equiserve, fee for lost stock certificate
MARTSON DEARDORFF WILLIAMS & OlTO, attorney's fee
MARTSON DEARDORFF WILLIAMS & OlTO, disbursements:
Probate fee 262.00
Advertising Letters of Administration 145.72
Short certificates 18.00
Certified copies 7.00
Filing fee. Inheritance Tax Return 15.00
MARTSON DEARDORFF WILLIAMS & OlTO, final aUomey's fee
MARTSON DEARDORFF WILLIAMS & OlTO, short certificate
Philip V. Hoffinan, balance Administrator's commission
484.74
97.75
109.12
352.89
327.93
1,234.08
1,199.00
6,868.00
75.00
30.30
85.00
1,861.25
125.00
210.00
40.00
8.50
17,320.96
7,405.71
70.00
4,535.50
447.72
764.50
3.00
94.29
TOTAL DISBURSEMENTS:
43.750.24
DISTRIBUTIONS TO BENEFICIARIES
Vemon Hollinan:
9/5/96: Cash
3/6/97: Cash
8/3/98: Cash
Helen Mae Heiges:
- 6/25/96: Car
9/5/96: Cash
3/6/97: Cash
8/3/98: Cash
-By agreement of parties
Leon McGinnes:
9/16/96: Cash
3/6/97: Cash
8/3/98: Cash
27,000.00
5,000.00
2.750.00
34,750.00
1,000.00
27,000.00
5,000.00
2.750.00
35,750.00
27,000.00
5,000.00
2.750.00
34.750.00
TOTAL DISTRIBUTION TO BENEFICIARIES:
105,250.00
INCOME RECEIPTS
Harris Savings Bank, Savings 17-00000203, interest through closing
~
TOTAL INCOME RECEIPTS:
85.02
INCOME DISBURSEMENTS
None
MQ
TOTAL INCOME DISBURSEMENTS:
0.00
STATEMENT OF PROPOSED DISTRIBUTION:
Vernon Hollinan:
Cash
1,665.99
Helen Mae Heiges:
Cash [to offset distribution of car]
665.99
Leon W. McGinnes:
Cash
1.665.98
Final Distribution
3,997.96