HomeMy WebLinkAbout96-00171
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PETITION l;OIl l)RODATE and GRANT 01<' LETTERS
Eslall' of ~i~a ':.:'~~~rrllll1n No. tX}- q~ - /'1/
also known as Dod a Anna Radle To:
\ Regisler of Wills for Ihe
Drcl'asl'd, Counly of Cumberland in Ihe
Social Sl'curlty No. 174-20-7783 Commonweallh of Pennsylvania
The pelillon of Ihe undersigned respeclfully represenls Ihat:
Your pelllloner(s), who is/are 18 years of age or older unlhe execUlor
Inlhe lust will of Ihe above decedenl, dUled .s(.~.mbotl~ l'il'
and codicll(s) dated
named
.193_
(Slale rcle...anl circurnslances, C.I. rcnunclalion, 'dealh of nttulor. cle.)
Decendent was domiciled al death in Cumberland Counly. Pennsylvania. with
I,,'r last family or principal residence at ~Oq orp"rn"p nrivI'. NptJ C..mhprl nnrl
(liSI SIr"I. number Dnd lIIunclpalilY)
Decendenl,lhen 70 years of age, died February 14 ,19 96
at Hnly ~piri'" HnRpit'nl r r.nmp lHll, r.llmhprlnnrt r.nllnty, PA .
Except as follows, decedenl did nOI marry. was nOI divorced and did not have a child born or adopled
after execution of the will offered for probale; was not the viclim of a killing and was never adjudicated
Incompelenl:
Decendent al dealh owned property with eSllmated values as follows:
(If domiciled In Po.) All personal property S 84.000
(If not domiciled in Pa.) Personal properly in Pennsylvania S
(If not domiciled in Pa.) Personal properly in Counly S
Value of real eSlale in Pennsylvania S 70 , 000
situated as follows: 509 Terrace Drive, New Cumberland,
Cumberland County
WHEREFORE. pelilloner(s) respeclfully requesl(s) Ihe probale of Ihe Insl will and codieil(s)
presented herewith and the granl of leuers tpRtnmpntnry
(leilDmCl1larYj admlnlstrallon c.I.a.; admlnlsuallon d.b.n.c.l.a.)
theron.
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Wayne In. Hoffman .it"'
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lb~~ ~fmpQnn Fprry Rnn~
bl'ilP Curqb9r]gn". pA 1?n7n
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ""MRl'RI ANn
} idS
The petilloner(s) above-named swear(s) or affjrm(s) Ihal the slatements In the foregoing petillon are
Irue and correcllo Ihe best of the knowledge and belief of petllloner(s) and Ihal as personal represen-
tative(s) of the above decedent pelilloner(s) will well and Iruly administer Ihe estale according 10 law.
Sworn 10 or affirmed and '"""',,'" { \.,.)'''t~ ........~ }&.- - ~ c"
before me this .J' day of 00'
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R C. LEWIS Rl'lIi-ftl'd lJ ~
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No. 21 - 96 - 171
Estate of
DORIS ANNA 1I0FFMAN
. Deceased
DECREE 01<' PROBATE AND GRANT OF LETIERS
AND NOW FEBRUARY 23. 19~, in consldcratlon of thc pctitlon on
thc rcvcrsc sldc hcrcof, satisfactory proof having bccn prcscnlcd bcforc mc,
IT IS DECREED thatthc inslrUlIlcnt(s) dalcd s:...p\c.mb.!I' lfe'/ 1<1'15
described thcrcln bc admlttcd to probatc and filcd of record asthc last will of Doris Annn Hoffmnn
and LCllcrs TpRtnmpntnry
arc hcrcby granted to Wavne tI. Hoffman, .J"r
,-
MARY C. LEWIS
FEES
Probatc, Lellcrs, Etc. ......... S
Short Ccrtificates(l q , . , . . . . . .. S
R~nu.nclation '........,...... S
x-pages 12.00
JCP . S 5.00
TOTAL _ S 282.g0
File<!. ....' f.~~~Yf\gy , ?~,' . ! ~.~~. .' , . . . , .
235.00
30.00
Keith B. DeArmond, Esq. 058878
ATTORNEY (Sup. CI. 1.0. No.)
2800 Mnrket Street. Camn Hill. PA
ADDRIlSS 17011
(717) 710-Q1Q4
"HONE
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CALLED ATTORNEY AND PUT IN ATTORNEYS FILE IN PROTHY ON 2-26-96.
following powers, applicable to all property held by them. effective without court order and until
actual distribution:
A. To retain any or all of the assets of my estate, real or personal, without regard to any
principle of diversification or risk;
B. To sell at public or private sale, to exchange, or to lease for any period of time, any
real or personal property and to give options for sales, exchanges, or leases, for such prices and
upon such terms or conditions as they deem proper;
C, To invest in all forms of property (including stock, common trust funds and mortgage
investment funds whether maintained by my corpomte fiduciary or others), without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper without regard to any
principle of diversification or risk;
D. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as they my determine, and at valuations finally to be fixed by them;
E. To allocate receipts and expenses to principal or income or partly to each as they
from time to time deem proper in their sole discretion;
F. To compromise any claim or controversy;
G. To borrow money from any person or institution, and to mortgage or pledge any or all
real or personal property as they in their sole discretion shall choose, without regard for the
dispositive provisions of this instrument;
H. To call}' on any business owned or controlled by me at my death for whatever period
of time they deem proper, and to do any and all things they deem necessary or appropriate,
including the power to incorpomte the business, the power to borrow and to pledge assets
contained in my estate as security for such borrowing, and the power to close out, liquidate, or
sell the business at such time and upon such terms as to my personal representatives shall seem
best;
I. To join with my husband, WAYNE M. HOFFMAN, SR., or his personal
representative(s) in filing ajoint income tax return without requiring his estate to indemnify my
estate against liability for the tax attributable to his income and to consent to any gifts made by
my husband during my lifetime being treated as having been made one-halfby me for purposes
of the fedeml gift tax law,
SEVENTH: I direct that all estate, inheritance and other taxes in the nature thereof,
together with any interest and penalties thereon, becoming payable because of my death with
respect to the property constituting my gross estate for death tax purposes, whether or not such
property passes under this Will, shall be paid from the principal of my residuary estate; and no
person receiving or having a beneficial interest in any such property, whether under this Will or
otherwise, shall at any time be required to contribute to or refund any part whereof.
20f5
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CERTIFICATION OF NOTICE UNDER RULF. 5,6 'a)
Name of Decedent: Doris Hoffinan
Date of Death: February 14, 1996
Will No. 1996-00171
To the Register:
I certiJY that notice of beneficial interest required by Rule 5.6{a) ofthe Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
March 6,1996.
.,
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Address
',"
Joseph W. Hoffinan
Aaron S. Hoffinan
Amanda J, Hoffinan
Wayne M. Hoffinan, Sr.
Larry R Hoffinan
".
930 N. Jesse Street, Chandler, AZ 85225
205 Skyline View, Carlisle, PA 17013
205 Skyline View, Carlisle, PA 17013
509 Terrace Drive, New Cumberland, P A 17070
, 205 Skyline View, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6{a).
Date: 3!u.(.,(-f
, ,,!
. - y:,
~"ilf391-c _/:
Keith B.DeAnnond, Esquire
2800 Market Street
Camp Hill, PA 17011
(717) 730-9394
Counsel for Executor
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RECEIVED FROM,
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CONTROL 1:1
NUMBER
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AMOUNT
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DEARMOND KEITH B ESQ
2800 MARKET 8T
101 .~,9~7.61
CAMP HILL, PA
17011
!STATE INFOR1MTION.
f:I I UM
U 21-1996-0171
II NAM! 0' DECEDENT (LAST)
II ' PAYMEN
II'OSrMAR~
OUNTY
SSN 174-20-7783
(fiRST) (Mil
O'DEATH
REMARKS
m TOTAL AMOUNT PAID
.~.9S?61
VZ
SEAL
WAYNE M HDFFMAN
C/O KEITH B DEARMOND ESQUIRE
CHECK" :3
REGISTER OF WI LlS
15 -- f 7 - 7
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR OATIS Of DIATH A"IR 12/31/91 CHECK HER[
If A SPOUSAL
paVIRTT CUDI' IS CLAIMID 0
FILl NUMIIR 2196-0171
ayne M. lIoUman, Sr.
~ I. Original R,lu,n 0 2. Supplemental R"ur"
o l. lImlt.d Ellalt 0 "0. Fulur. In'I'.'' Compromit'
(for do.o. 01 doolh o'lor 12,12.921
o 6. Dlc,d.nl DI.d rlUol, 0 7. OICld,nl Maln'ained 0 living Trull
(Alloch copy of WUlI IAlloch copy of Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
HAMI COM,un MAI\lNQ Aoo.ns
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(OMMQNWfAUH 0' 'fNNSYLVANIA
OfPAIlfMfNr 0' IUYfNUf
Dfl'r.210601
HAU'SIUAO. 1'''' 11121.0601
o COIN' HAMI (lA'. II!.. ,lUP MIOOll INItIAlI
lJoUman. Doris A.
lO(lAL lIeUII" HUMIII
COUNTY CODE 21
YEAR 1
6
NUMBer
DAft O' DIAIIl
174-20-7783
2/14/96
OIClOW" (OMPlIIt "'OOIU
509 Terrnce DRive
New Cumberland. PA 17070
c_, Cumberland
AMOUH' _'(liVID 1511 INSf_uellOHSI
$31,431.52 (Life Estate)
o 3. R.moindlr Retu,"
Ifor dal.. 0' death prior 10 12.13.82
o 5. Fed.rol Ellol. TalC R,'urn R'quind
_ 8. Tolol Numb.r of Sol. D.polil BolCI.
2800 Market Street
Camp lUll, PA 17013
(I)
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(3)
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(61
(71
$7G,7nn nn
p' "'"I(J.Il',IUlnvwtO POVU'I H.III'!lAn. '11n ""0 IIItOot' ""Ill"ta
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Keith B. DeArmond Es.
Ll'HOHl HUMin
717 730-9394
$76.539,68
(9)S20.qql.~1
(101
191 $151,239.68
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I. Rool EllolO (Sch,dulo AI
2. Slock. ond Bond. ISchodulo 9)
3. Clos.ly H.ld S'oek!Portn.,.hlp Inl.r.., (Seh.dul. C)
~. Mortgager and Notll R.c.lvabl. (Seh.dul. OJ
5. COlh, Bank C'palill & Mlle.llon,oul p.,.onal Properly
(Schodulo EI
6. lolnllr Ownod P,.port/ (Schedulo II
7. T,on.'", ISchodulo GIISch,dufo l)
8. Talol Gron An,', (Iolallln.. 1.7)
9. Fun.rol Exp.n.II, Admlnillrall.... COU', Mile.llaneoul
Exp.n.1I (Sch.dul. HJ
10, Dob". Mortgogo U.bmtlo.. lion. ISchodulo I)
11. To.ol Dodurtlon, ('0'01 lInll 9 & 10)
12. N.I Volu. 0' Ellal. (lIn. 8 mlnul lIn. 111
IJ. Cha,l'obl. and Go....'nm.nlol B.qullh (Sch.dul. J)
t.C. N.f Valu. Subl.cllo Tax (lin. 12 minus tin. 131
15. Spou.ol Trani"" (for datil 0' d.oth oft., 6.30.9")
S.. Inllruetlons for Af,plicobl. P"cln'og. on R.....,..
Sid.. (Indud. valu.. ,om Sch.dul. K or Sch.dul. M.I
16. Amount 0' lIn. IA 'allobl. a' 6~ '01.
(Includ. volulI 'rom Sch.dul. K or Sch.dul. M.)
17. Amaunf of Un. I.. IOllabl. a' 15% ral.
(Indud. values f,om Sch.dul. K or Schedul. M,)
18. Principal 10J( due (Add to. from lInll 15. 16 and 17.t
19. Cndih Spoulol Po....rty C,ldi, Prior Paym.nts
o + 5.957.61
(151 $31,431.52
(161$ 98r81',~3
(171 0
(III 20,993.53
(121 130,246.15
(131
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(191 5.928.87
(191 6.584.73
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20. If lIn. 1911 gr.al., than lIn. 18, Int.r ,h. diff.r.net on lInl 20. Thlt II Ih. OVERPAYMENT.
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Check herco If you a't- ,oquosting a refuna af yaur averpayment..
21. If Un. 18 Ii grloler Ihon Un. 19. Inl.r Ih. diff.r.nce on tin. 21. Tf1i1 II Ih. TAX DUE.
. ,"A: Enler Ih. Intlrll' on ,h. boloncl due on line 21A.
B. En'.r Ihl 'alai 01 Un. 21 and 2 t A on lIn. 219. This Is the BALANCE DUE.
Mole. Ch.cle Payobl. 101 R.gl,'., 01 Will" Agent
~ >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0(
Under Plnoltl.. of perjury. I d.c1are Iholl ha.... 'JIlomined '''11 relu,n, Including accompanying Ichedulll and Itollmlnll, and 10 Ih. bill of my ~nowl.d9' ond b.li.f
it fs l,uI. corr.ct and compllll. I d.dor. lho' all real IUal. has bun report.d at trult morll:el ...oluI. Declaration of preporer olh., than Ihl p.rsonal npre..nlall.... i:
balld on alllnformallon of which prlparer hOl any ~nowledge.
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print ar T e
FILE NUMBER
2196-0171
COMMONWIAUH O. PlHNSYlVAHIA
INHIIITAHCI TAX lnulH
I",OINT DIClOIH'
ESTATE OF
Doris A. 1I0ffmsn
CAn prep."Y "I"tl.,~".d with th. ."hl .f Survlvonhlp mu.t b. dl.d...d on Sch.dul. '1
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Savings Account $47,268.68
2. IRS refund 516.00
3. Cash 28,000.00
4. Social Security death benefit 255.00
5. Diamond Ring 500.00
(Attach additlo"a' IV.- X II- sh..ts If mot. .pac. I. n..d.d.1
Doris A. Hoffmsn
ITEM
NUMBER
, ,
_",ISIII.. p....
"r. >...,,'1t~.:
~~
COIoIMONWlAlIH 0' P1NNSYlVAN'A
'HHllllANCllAl 'ITU'N
SU'OINT OICIOINT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print ar T pe
2196-0171
DESCRIPTION
AMOUNT
A. Funeral Expensell
I,
Stone & Murray Funeral lIome
$3,780.00
2.
Apprecistion Service
191.11
B. Admlnlslrallve Cas Is.
C.
6.
7.
8,
1.
Persanal Represenlallve Cammlsslons
Saclal Securlly Numb.. af Personal Represenlalivo:
Year Commissions paid 1996
7,536.98
2.
Allorney Foes ta DeArmond & DeArmond
3,014.79
3.
family Exempllon
Claimant
Address af ClaImant al decedenl's dealh
Streel Address
Relallonshlp
Clly
Slale
Zip Cade
A. Prabate fees
1,
Mlscellaneaus Expensell
Publication costs snd filing fee
413.04
100.00
2.
Medical expenses
3.
A,
s,
TOTAL (Allo enler an line 9. Recapllulallan)
(II mare space Is needed, Insert addlllanal sheell of same sl.e,)
S 20,993.53
. ..
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "K"
LIFE ESTATE/ANNUITY/
TERM CERTAIN
ESTATE OF FILE NUMBER
Doris A. Hoffman 2196-0171
This schedule Is la be used far all single life, cancurrenl single life, lerm certain, end lolnl ar successive life otleles when na
elecllon Is filed la prepay fUluro Inleresl Is.es. Speclel factars la c.lculate Ihe Inleresl Invalvlng ma.. Ihan ane life c.n be
ablelned fram the Dlreclar af the Ou..au af E.smlnltlan, 6th Floar. Strawberry Squ..., H.rrlsburg, PA 17127.
GWlII
o Doed af Trust
G Lifo EsI.la
Nlmeh) at Life Ten.nlh)
D Olher
Specify
D.lo af Olrth Presenl Age Term af VealS Life Eslale Is Payable
Wa nc H. Hoffman Sr.
10
t. Value af Fund from whIch Incame Is paysble . . . . . . . , . . . . . . , . . . . .
$ 74.-700.00
./12077
2. life Eslale Feclar hee Instructions I ,.........,...,...........
3. Value af Life Estale (Line 1 times Line 2) . . . . . , . . , , . . . . . . , . . . '. $31,1,31.52
o Annully
Namehl af Annult.nlh)
(Include on AIC8Pltulltlon.
""" US or lei
D.le af Olrth Presenl Age Term af Ye.rs Annuity Is P.yable
1. Value af Fund fram which .nnulty Is payable. . . . . . . . . . , . , , , . . " $
2. Frequency af payaut .............,.......,."."..."..
3, Annual payment. . . . , , . . . . . . . . . . , . . , . . . . . . , . . . , . . . , . . '. $
4. AnnuIty Factar (see Inslrucllans) .... . , . . , . . . . . . , . , , . . . , . . , ,
5, Adjustment Faclar hee Inslrucllonsl . . . . . . . . . . . . . . . . . . . . , . . . ,
6. Value af AnnullY (line 3 times lines 4 and 51 . , . . , . . . . , . . , . . . , .. $
_. ....--~,...!t,.,.~,._,~.....
pI --lIti"ICe" "....... .....,. .,..1"-1......... __ .".,
.., ... .,...... ...
(Include on RKIPltul.t1on.
IIn.. HI or un
/5..%'7-7
aUREAU OF INDIVIOUAL TAXES
INHEAITAHCt TAX DIVISION
O[PT. 210'01
HARAlllURG. PA l11ZlaO'Ol
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NaTICE aF INHERITANCE TAX
APPRAISEHENT. ALLaWANCE OR OISALLaWANCE
aF DEDUCTIONS AND ASSESSHENT OF TAX
flATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
05-05-97
HOFFHAN
02-14-96
21 96-0171
CUHBERLAND
101
KEITH B DEARHOND
2800 HARKET ST
CAHP HIll
PA 17011
A.aunt R..Ut.d
"
*'
..,.1''''''''111.111
DORIS
A
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEv:i54rExuAFpuioY:97riioricniFuiNHERii'liNcn'-Ain,piiiiA-iSEifiii'r-,uALi.-ciwliifcE-oli--------------m
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HOFFHAN DORIS A FILE NO. 21 96-0171 ACN 101 DATE 05-05-97
9. Funeral Expen.../Ada. Co.ta/Hllc. Expan... (Schedule H) (9)
10. O.bt./Hortgag. Llebllltl../Llen. (Sch.dul. I) (101 .00
11. Totel Deduction. (11)
12. Net Value of rex R.turn (12)
15. Cherlteble/Gov.rn.ent.l a.qu..t. (Schedule J) (15)
Net V.lua of E.t.t. Subject to T.. (141
If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSHENT OF TAXI
IS. A~t of Line 14 .t Spou..l r.te (IS)
16. A~t of Line 14 te.oble .t Lln..l/Cl.s. A r.t. (16)
17. A~t of Line 14 t..oble .t Col1.ter.l/Cle.. a rete (171
Ie. Prlnclp.l T.. Du.
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Re.l E.tete (Schedule Al
2. Stock. end Bond. (Sch.dul. a)
5. C10.ely Held Stock/P.rtnershlp Inter..t (Sch.dul. CI
~. Kortgag../Not.. Receivabl. (Schedul. D)
5. C.ah/Bank Depolltl/HJlc. Parlonal Property (Schedul. E)
6, Jointly Owned Prop.rty (Sch.dule FI
7. Tranlfarl (Schedule OJ
8. Total A...t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
14,
NOTE:
TAX CREDITS I
PAYHENT
DATE
05-14-96
RECEIPT
NUHaER
AA112838
DISCOUNT (.)
INTEREST/PEH PAID (,1
296.44
I CHANGED
III
(21
151
(4)
(51
(61
(71
74.700,00
.00
,00
.00
76,539,68
.00
,00
(81
20.993.53
31.431.52 X .00.
98.814'~c'l.06.
. fX .15:1(,..\
- nl)'J
AHaUNT PAID
5.957.61
I
).;...
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIaHAL INTEREST,
NOTE I To insure proper
credit to your account,
sub. It the upp.r portion
of thi. fa~. with your
bx p.y..nt.
151,239.68
'o.gg~ 1;3
130.246.15
,00
130.246.15
.00
5.928.87
:tJ .00
'5;928,87
':'" ~
-
111 ~;:,
6,254.05
325.18CR
.00
325,18CR
( IF TaTAL DUE IS LESS THAN Sl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY aE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.I
REURYATlOHr E.t.t.. of decHenh dying on or bIIfo,. o.cMiMr U. 1911 u If eny futura Int.r..t In the ..t.t. .. trenll.rred
In po.....lon or enJo~t to C1... . (coll.t.r.l) beneflcl.rl., of the dec.o.nt .ft.r the ..plr.tlon of ~y a.tata for
11ft or for ye.r.. the C~..lth hereby 'KPr...ly r...rv.. the right to appr.I.. and ...... tr~.f.r Inherltanca T....
.t the l.wful Cl... . (coll.t.r.l) rat. on any .uch future Int.r..t.
PIJRPOSt: Ol'
NOTICE. To fulfill the raqulrtaant. of S.ctlon ll~O 0' the Inherltanc. and E.t.t. T.. Act. Act II 0' 1995. (7l P.5.
Section '140).
PI'flEHT. Detach the top portion of thlt Notice tnd .....It "lth your p.,..."t to the Realtter of wll.. prlntH on the revert. .Ide.
.a..... check or tonIy orelar p.vlbl. tor REGISTER OF HILLS, AGEHT
REf1IGI (CAli .. r.fund of . hx credit. which .... not nqu..ted on the Tax Return. ..y bII r........tacl bv caplaUng en "AppllcaUon
for R.fund of Pann.vlvanl. Inherltanc. and E.t.t. T.... (REV-1S1S). application. .r. avallabl. .t the Of,lca
of the R..l.t.r of Will.. eny 0' the ZS R.vanua Ol.trlct Offlc... or bV calling the .peel.1 Z4ahour
an....rlng ..rvlc. nuablr. for 'or.. ordering. In Pann'Vlvanla 1a.00aS6ZaZOSO. out.lda Pann.yIV.,I. and
..Ithln loc.1 Harrisburg .r.. (717) 7.7a.094. TODI (717) 77ZaZZSZ ("-arlng I~alr.d Onlv).
OaJECTIONS. Any p.rtv In Int.r..t not ,.tl.fled "Ith the appr.l.aMent. .llowanc. or dl..llowanc. 0' deduction.. or .....talnt
of tlb (Including dhcount or Int.r..n .. shown on thl. Notlclll MI.t object ..Ithln .bty nO) d.v. of rec.lpt 0'
thh MoUc. by.
n..rltten prot..t to tht PA Dep.rt...,t 0' Rav...,.. lo.rd of App..... Dept. 2.10ZI. H8rrhbur.. PI 17UI.lOZl. OR
u'lactlon to have the utt.r dIIt.r.lned .t eudlt 0' tht Kcount 0' the ~rtonal r.,r..ent.Uv.. OR
.a.....1 to tha Orphant' Court.
AllIlIM
I.....n""
CDRR!CTlONS.
Factu.1 .rror. dl.cOYarad on thl. ......Ment .hould be addr...ed In ..rltlng tOI PA Dep.rt""t 0' Ravenue.
lureeu 0' Individual T..a.. AlTN. po.t A......-nt Ravl... unIt. Dept. Z.0601. Harrltburg. PA 17IZI-0'01
Phone (717) 717a6S0S. S.. PII' 5 of the bookl.t "In.tructlont for Inherltanc. Ta. R.turn 'or. R..ldant
Decedent.. (RfYaISOI) for en ..planatlon 0' edatnl.tr.tlvely correctable .rror..
DISCDUfh
If env t.. due I. p.ld within thr.. (S) c.land.r ~tht .,t.r tht decadent'. de.th. . flv. percent (SX) dl.count of
the tax paid It .Uowd.
PEHALTY.
The 15% t.. ~.ty nonapartlc1p.tlon penalty It caputed on tht tot'l of the t.x end Inter..t ......ed, and not
p.ld bII'ora J~ry II, 1996. t~ flrtt day .,tar the and of the ta. Bana.ty period. Thl. nonapartlclpatlon
penaltv It .....Iabl. In the ... .lIW'ter Met In the the .... tI.. par lod .. you would .....1 the t.lC Met Intar..t
that hat bean ......ad .. Indlc.ted on thlt notlu.
INTEREST I
'nter..t 1. charged begInning ..Ith flr.t d.y 0' delinquency. or nine (,) ~th. and one (1) day fro. the data 0'
duth. to the d.t. of P'YNnt. T.... which bee.. delinquent bafore January I. 1911 be.r Intere.t .t tht rate 0'
,Ix (6X) pere.,t per ~ e.lcuht~ at . dally rat. of .0001". AU t.... which bee.. delinquent on and .ft.r
~rw 1. 19.1 "III bear Intar..t .t . rat. which ..Ill v.rv 'ro. calendar v.ar to c.lendar y..r ..Ith that rata
announc~ bv the PA Dapart.-nt of R.v~. The appllclbl. 1ntar..t rat.. for 19.Z through 1997 .rel
!!!! Int.rut R.te Oallv Int.r..t Factor !!!! Intarut Ra" Oally Interut Factor
nil lOX .OOOS41 1917 'X .000247
I9IS lOX .oooue 19Ual991 IIX .000501
1914 IU .ooun 1992 ox .000Z47
1'.5 UX .000556 199'-1994 n .0001tz
I'" lOX .OODZ7~ 199sat"7 ox .000Z47
"Intar.tt I. c.lcul.ted .. 'ollow'l
IHTEREBT . BALANCE OF TAX UNPAIO X NUKBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
..Any Motlc. luued .ftar the tax beeOlll. delinquent "Ill r.Uect an Intaratt ulcutatlon to flft..., US) day.
bIIvond tht data of tht ........"t. If P'Plnt It ... .ftar the Intar..t COllPUt.tlon d.t. .hown on tht
Notlc.. .dcUtlonal Int.ratt ....t bII calculatad.
PA'nIDfT,
EMtKh the top "rUon a' thla MaUc. end IUbeIt ..Ith )'ou" P'PMt ..... pa)'lbl. ta the neM end ..:IeIr...
printed on the r.v.r.. .Ida.
.... If RESIDOIT OE:CEDEHT ..... eheck ar IHM)' arde,. pa)'lble tal REGISTER OF WILLS, AGENT.
-- If NQN-REIIDEHT DECEDENT uke check ar 1lOne)' a,.der p.ylbl. teu Cotl1ONWEAL TH OF PENNSYLVANIA.
RlFUND (CAli A refund af . t.. credit, which .... not reque,ted an the TalC Rdurn, u, be "eque.ted by caaplaUnt ...
-Application '0,. Rafund af Ptnn.ylvtni. Inhe,.ltanc. ~ E.t.t. Tax- (REV-1313). application. ar. avallabl. .t
the Offlc. af the R..hts,. af IUU., ...y af the n Rev....... Dlatrlct Dfflcs. a,. I,.~ the Depa,.tMntt, 24-hau,.
.......,.i"' ,ervlc. ,...,., fo,. fa,.., orderlngl In Penn.ylvtnia 1-100-36Z-2050, outsIde Pem.,lvenl.
end ..Ithln loc.1 Her,.lsbu,., .r,. (717) 7.7-1094, TOO. (717) 772-2ZS2 (Ha.rlng I.,.ired onl,).
R[plY TDI CIuIstlon. ,...,.,.dlng ,,,,.on contained on thl, noUc. should be Idd,....ed tor PA D....rtMnt a' Rev....., lur...
af Individual T...., ATTNI Po.t A....Sllnt R,vI... unit, Dept. ZI.'OI, Ha,.rlsburg, PA 17121-0'01, phone
(7171 7S7-nOS.
DISCDlIfTI
If any t.. 0.. It psld "Ithln th,... (3) calenda,. Mlnth. .ft.r the dKedent". dMth, . flv. pe,.c.,t (n) dhcount
af the t.. paid I. allowed.
p[NAlTY,
The 15% tax ..,..ty nan-,.,.Ucl,..Uon ,.".1 b It ca.puted on the tot.l of the t.. .... intlrllt .....Md, and not
p.ld before .....ry II, 1"', the flnt de)' .ft,r the end 0' the tu ......b period.
IHTEREnl
Inte,...t It charged beglml", ..Ith 'Int dill' 0' delJnquenc" ar nine (tJ -.nth. and one el) da, Ir_ the dlta of
death, to the data a' PI)'IInt. TUII which bIcMe dll1nqusnt before JarNery 1, 1912 belr Inter..t at the nt. a'
.be (0) pe,.cent pe,. rn. c.)culated .t a dill., nt. a' .0001&4. All tb.. which becaM dellnquent on and aft.r
Janue,.y 1, 19', ..UI bea,. int.,...t .t a nt. which ..111 v.,.y ,,.011 calenda,. ,..,. ta cslenda,. pe,. ..Ith that nta
~ed by the PA Depa,.t.ant a' Rsvenue. The .,pllclbl. int.r..t ,.at.. '0,. 1'" through I'" ,,,.,
Y..,. Int.,...t R.t. Dally Int.r..t Fecta,. Vn. Int.,...t "te DaU, Int.,...t F-.:to,.
1911 lOX .OOO~. 1911 OX .000247
I9IS IIX .000431 1911-1991 IIX .000301
1914 IIX .000301 199' OX .000247
1915 IIX .000156 I99S-I994 T.l .000192
191' lOX .001Zn 1995-I9ge OX .010247
--Ints,...t i. c.lculated .. 'ollawll
INTEREST . BALAIlCE OF TAX VllPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Matlce iuued .fte,. the t.. bee... delinquent ..Ill r.flect WI Int.r..t c.lculaUon to fifteen nS) _,
beYOnd the .te 0' the .........,t. 11 P')'IInt .. ... afte,. the Int.,...t COIpUt.tlan dIItl IhaMn an the
Notice, ~Itl~l int.r..t .u.t be c.lcul.tad.
.. ~._->""'."-""------'''''''''''..'
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Doris Anna Hoffman
Date of Death I 2/14/96
Will No. 21-96-0171
Admin. 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 x 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 may be attached to this report.
1~~ /
Signatur ~
Date:.::f(:~ y
,
0,
','
,
Keith B. DeArmond, Esq.
Name (Please type or print)
2800 Market Street, Camp Hill, PA 17011
Address
,...
, '
--
1'1
i.;
:,:3
('.:
"'J
"
( 717) 730-9394
Te l. No.
~::;
00
Capacity:
Personal Representative
x Counsel for personal
representative
(MAH: rmfl AM3)