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HomeMy WebLinkAbout96-00491 . o Z '0 CD .... a .... en ~-, No. ?1 - qr, - 4nl Estate of JOliN D. 1I0PPER . Deceased DECREE OF PRODA TE AND GRANT OF LETTERS AND NOW JUNF 71. 19..1L, in consideration or Ihe pelition on Ihe reverse side hereor, satisrac:tory proor having been presented berore me, IT IS DECREED Ihallhe inslrumenl(s) daled MAY 9. 1990 described Iherein be admilled 10 probale and filed or record as Ihe lasl will or JOlIN D. HOPPER and Lellers Testamentarv are hereby granled 10 John Steven HODDer and Howell C. Mette FEES HOWELL C. METTE '7217 80.00 Probale, Lellers, Elc, .""",. S Shon Cenilicales(3 ) .. .. .. .... S 0 nn Renunciation ..,......,..,.., S X-Pages S 15.00 ,1CP TOTAL _ S 1o~'g8 Filed,..,.. AVRUJ...mp....,........ ATTORNEY (Sup, Ct. 1.0. No.) 3401 N. FRONT STREET POBOX 5950 HARRISBURG PA 17110-0950 ADDRESS (717) 232-5000 PHONE 00 :oi?? c m- ,d -'1 ',' 0\ ,.., f:) ,\ I~.I L, .- - c z . ~ 0> '.. ?? c J ~ to ''''l.ll iil ~ p~ N Mailed letters and order to attorney on 6-26-96 COM~IONWEAL1'\1 OF PENNSYLVANIA 55: COUNTY OF CUMBERLAND 1I0WRI.I. C. HRTTR nnd J. STRVEN 1I00'I'RR being duly Rworn occording to low, depos.s IInd soys thllt thoy nre Rxecutllrn of tho Estate of .Inll" Il. lIonper Iota of Como 11111 ' Cumberlllnd County, 1'1\. decellsed, ond thllt the within is IIn inventory mode by them ' the sllid Rxecutorn of the entire ostote of said decodent, consisting of oil the personnl property and renl estoto, except rool estoto outsldo the Commonwealth of Pennaylvonio, and that the ligures oppoSite oo'l\ item of the Inventory represent its fair market ,oI~ 'i~r.. d.. ",....",'. d,,". " J t;..., /~~ " // t ( ',t .. II and subscribed before me () I J-t'l \ ,'"Jln't i Cc' 1-1 I . ,1 ' Executor. Administrator Ct.. (. /c~ <" ", , 19 1I0WELL C. HETTE ! i. /:-', "*'" I .C?' . SU!\('\l,~h,h,na l'l.p.. O.lU~ ,in Coun'y ~''I r.;."ilr,)it.SIOIl E)p\tet Hov. 2':'. 1~lD1 -~-------. . t-,.;olrb~r, Y6l"lSYlVdf1i:l~~1Cl1l,)1l\'1,A.JlW ! I'. o. Box 5950, lIorriRburll> PA 17110-0950 Address Dote of Death 6th Day June Month 1996 Veor INSTRUCTIONS 1. An inventory must be liIed within three months after appointment of personal representative, 2, A supplementnl inventory must be liIed within thirty days of discovery of odditionol ossets. 3. Additional sheets moy be ottoched os to personolty or realty, 4, See Article IV, Fiduciaries Act of 1949. 1\ II II li \:l 1\ ~ II n ~ ~ Ii u ~(:l ~ II ffi 0 III II t<l \ \I ~ (:lE- I>< :j ..: ~ II "-< '" "- '" ~~ II 0 O!ij 0 .... i- ~ 1\ E-o ~ g:(:l ::: ::: "- II 1= :: J Ii Z ...l~tL . ~ 0 ~ tL r:l .s II <(:l0 U . ~ II 0 ~~ ~ ." 0< ci 1\ z c Z - III 0 0 ..::! ... ..:I II ~z .., ~ ~ II ~< .... ~ II 0 II ~ e ] II ;; ~ 8 II c;: ::: II ...l U '" Invenlory of lhe realallll personal eslnle of JOliN D. 1I00'I'RR deceased I. 144 shares of common stock. Equitable of Iowa CompanieR. CUSIP 1294510300 at $34.625/Rhare 2. 1363 shares common stock. Dauphin Deposit Corporation. CUSIP 1238282107 at $28.125/share 3. Dean Witter Money Market Account 1410-043880-0 4. 1995 refund for Federal income tax 1995 refund for Pennsylvani& income tl\:< Refund. Atlantic Bell 1996 refund for Federal income tax 1996 refund for Pennsylvania income tax 5. 6. 7. 8. :'-, , ," ,.' .~ I r1/- (Cfqi.f - l/Cf I 4.986 00 38.334.00 4.02 .00 2.976 00 2.036 00 2.87 4.657 00 251 00 57.262 87 "" '( i II' 'I. II "Iq 11'.1 ,t I!JII' III ..I '!l ,Idl .lId. lrlt.\ '.\lrll lilt h ",0. \01,1 "I'" I 11t!I'l "011'11111111'111 rdllll' Thi.. I.. lll\l'lllh 111.11 1I11 11I1'III1Llll,jl1 ill!1 :'1'., f. 1.11\.11 Hq;'-'lI.11 Till ""rlll..! Il 111111,111 '\tlt 1'1 !.I't " WARNING: Ills IlIngallo IhlllliclIle Ihls copy by pholostat or photograph. h\'I.1I tllI'ltlTrlll.III.;."!tl ",\~\,\i'~;fjt\ ~""~'-.I.r' If...':IrI....\~\~ r .:.31 . '. I?; I 1-1\ I I;; ,~ . . ,../ 'l"~,,, ~'; ,,- ~~,f/ \"11: ," ~t'l' ''''.!l.ffENl Q\ ~\~ ~~"!'.,!!:~ ') !) .~ iJ- r:; :~"J v _ (_ \ '. 10 :'\11 ,{Z,"" ::e~ri ,JU~ J I ,1 ,; .~. 1).lll' ut.J"-w 2(11 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH '11I.,..1""""*" SOC....l!>(CVR!t'l'llUUll" NN40f OlClOl'tT III. YOJiIl", I. John D, Ib r AQI."~ lMOI"tttM - "" Ol' I. Male "LJoCIOfO(IOIHc-... ,....-_...............__ ._0 ",,0 ... -- .... ~.2IKl .......' ,,.Xl ~-=-.:::.. lIIOtHlAI~.'...t,I4JtI......s...___ , Mra Clarki "'ORfolAJol'-IIUoIl..oAOOAlU~ ~s..l'llCo... 257 North 24th Street Ca ltill Pa 17011 1'VoC101-(ll5f'05lTlOH."'-tfc-...,.C,---, LOCNlOH.~"'l.c- . cu.,... .. UtIOlAIM' -,- I OAl'lOfIUflH ,""'.D.tl_, , " 73 COUNfYOICI1RH em. lOAD 'fWPOfOl.d-H KINO IIt$H(Ss.v.rovstlllY l'IlIDfCf TlVl IN U' AIIUCO FOACtIf ...IX ..0 .- ~." DlCIDlN! USUAL lQJt .-=:.~~::f:J,;r , , St te of Pa DlClDlHTSUA4..oADONIliSl<_~ Swll'llCaMl 0((l0l,."1 2304 Chestnut Street ~~~ Carp lIill, Pa 17011 ~~-:::;- .,....... Pa or, ""-tl........O . 192 - 14 UAAl~'1.IIUS."""" "'-.......~ '- ............. 5+ It4~li'l t. Wid~ u.o.................. Ca!1P IIi 11 .. 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N -:::~ a I{) C\ 0.; !!! ~ -,:",:, Qlt= a: (, " 2?V;;' 'S '>'~ ". co --.' '.' .- , 11 ~ " ~,; , .. 0 .- _J ,j) ..- .~. 0 8~ ~ .. E mtc w~ rr. Gu " '. '. , . la~\t ]~l ill all~ Q[ t~,~~taltt~ttt Qr J.OJltt.P.--llilHE.R I. JOliN D. nOPPER, of the Borough of Camp nill, Cumberland County, Pennsylv<lltia. do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made, !TEl'Ll: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property, shall be paid by the Executor out of the property passing under ITEM IV of this Will, as an expense and cost of administration of my estate, The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid. even though on proceeds of insurance or other property not passing under this Will. lTEI'LJl : I direct the Executor to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate, ITEtL1J.l. : If I predecease my wife, ANN B. nOPPER, I give and bequeath to her absolutely and in fee simple (Ill of my householll fund ture and furnishings, books. pictures, Jewelry, silverware. automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon, If I do not predecease my said wife. I make said bequest to my children living at the time of my death, to be divided among them as they shall agree, Should Page 1 yL. '. " there be no agreement, such property ahall be divided among them by the Executor in as nearly equal portions as is deemed practical in the sole discretion of the Executor, having due regard to the personal preferences of such children, ITEM IV: r glve, devise and bequeath all the rest, residue and remainder of my estate, not disposed of in the preceding portions of this Will, to JOHN STEVEN HOPPER and HOWELL C. METTE, as Trustees (hereinafter collectively referred to as "Trustee"), IN TRUST NEVERTHELESS, to be held, administered and distributed in accordance with the terms of a certain Amended and Restated Agreement of Trust executed by as Trustees and by said JOHN STEVEN HOPPER and HOWELL C, METTE me as Grantor on the f~ day of 71~ confirm and ratify in every respect. ,l~d. I hereby said Amended and Restated Agreement of Trust ITEM V: In the settlement of my estate, the Executor shall possess, among others, the following powers: (a) To retain any investments I may have at my death, including specifically those consisting of stock of any bank even if I have named such bank as the Executor herein, as long as the Executor may deem it advisable to my estate so to do, (b) To vary investments, when deemed desirable by the Executor, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other property, real or personal, as the Executor shall deem wise, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding Investments by fidu- Q, f) -:~,./ _q'_ti:. claries. Page 2 (c) In order to effect a division of the princi- pal of my estate or fOl' any other purpose, including any final distribution, the Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind, and to allocate specific assets among beneficiaries hereunder GO long as the total market value of any share is not affected by such division, distribution or allocation in kind, Should it appear desirable to partition any real estate, the Executor is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, recognizances or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale and upon such terms and conditiunG as the Executor may deem advantageous to the estate, any or all real or personal estate or interest therein owned by the estate severally or in conjunction with other persons or acquired after my death by the Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, con- veying a fee simple title, free and clear of all trust and without Obligation or liability of the purchaser or purchasers to see to the application of the pur- chase money or to make inquiry into the validity of said sale or sales; also. to make, execute, acknowl- edge and deliver any and all deeds. assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon the Executor in this paragraph or elsewhere in my Will. Page 3 f~-L advantageous management, investment and distribution of the estate. ITEILVI: Any person, other than my wife, who shall have died within thirty (30) days of my death, shall be deemed to have predeceased me. If my wife and J die simul- taneously, or under such circumstances that the order of our deaths cannot be established by proof, my wife shall be deemed to have survived me. Any person (other than mYBelf) who shall have died at the same time as any then recipient of income or in a common disaBter with Buch beneficiary, or under Buch circumstances that the order of deaths cannot be established by proof, shall be deemed to have predeceased such beneficiary. UElLY.U: I hereby nominate, constitute and appoint JOHN STEVEN HOPPER and HOWELL C. METTE to be the Execu- toro (hereinafter collective!" referred to as "ExE'cutor"). In the event of the death, inability, or refusal of both of the above-named individuals to serve, I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, to Berve as my Executor. The Executor is Bpeci- fically relieved from the duty or obligation of filing any bond or other security. IIE~Ill: In the probate of this, my Last Will and Testament, and in all matters concerning my estate, I request my Executor, or the Executor's SubBtitute, to employ aB t.he i r attorney, nOWELl. G. tIETl'E, aud so far ilB I may do so under law, I hereby appoint him as attorney for my said Execu- tor. I make this statement for the reaBon that HOWELL C. Page 5 -~-X- {I . % - 49 I 1u:<aSTEI{ (W WII.I.S 01: COUNTY OATil OF SunSCRIIJING WITNESS _.._-~.._...... w<licil (CII~h) II .uh"llhluM whuc" IlIlhc' will prcsenle<l herewith, (each '-- IIIW, dCl'll\c{'IIlUd '"~(') Ihlll ..--- ...... eing <luly qualified according to presenl an<l saw signed as a witness at the each other) (in the presence of Ihe Ihc IC,IIII. ., ,iMn Ihe 'lime IIn<llhal requc'l III lc,tlll.. _. .."__ in IL.______ I'r~,ene<;.a d (in Ihe presence Olhcr 'nh,~rihing whne"le')). ,/ /' Swmn hI m Illfirmcd IInd ,uh><.'Tihe<l before me Ihi, day of 19_ (Name) IAddress) Renister (Name) // (Address) REGISTER 01: WILLS OF CUMBERLAND COUNTY OATH 01: NON-SUBSCRIBING WITNESS JOliN STEVEN HOPPER AND HOWELL C METTE (elleh) n ,nh'~riher hereto, (eileh) being duly qnalifie<l according to law, depose(s) and say(s) Ihal TIlEY ARE familiilr with the signalUre of JOHN D HOPPER ~llll\(:jj tC'lItt~ of ~/lX~X<<'I()(m~XXl\({.x:)(wl'Il\j(XoJli(/(~~)\~) the will presented herewith and ltXlllK:JI lhllt THEY believes Ihe signalure on lhe will is in Ihe handwriting of JOHN D HOPPER IlIlhe best of THE I R Swurn \0 or affirmed and subscribed before mc Ihl, 18TH day of l-f)2 ~~UNE ~ll.9~ II"/~/u-t(' / /J1...;J, / f... 7J/f;;t:lZ r1J(R Y C. L EW I S Renister ( (Address) N ~it '0 '11 CIl - ':j 0)= l:;; U _.~ ...,:;; if;..... . 1.-J o:J " Cib - ~ Tl ,- :j -'J '1) (i ~ "j -.:1'0 l. 0'61 ; J.'J (,) I'lj ~ ..~ E <!I a: 11>::3 a: UO :~ 'OlD"'''' D NO. AA 146726 COMMONWEALTH OF PENNSYLVANIA DI'ARTMINT Of REVENUE OPPICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . "'1"t"II.-'.1 --~- . RECEIVED FROM: i ACN ASSESSMENT r:'I CONTROL ~ NUMBER AMOUNT METTE;: HOWELL C P 0 (lOX 59:50 3401 N FflONT ST HARRI5DURG, PA 101 fl"E,666.00 1 711 0.-0950 'OlD HUE UTATE INFORMATION, ~ I NUMBER Y 21-1996-0',91 ~ NAME OF DECEDENT (LAST) I;iI HOPPER .JOHN D ... DATE OF PAYMENT Iii 9/ 2/96 EJ POSTMARK DATE COUNTY 5SN 192-14-5022 (FIRST) (MI) CUM8ERLANll DATE OF DEATH REMARKS 542,000.00 DO m TOTAL AMOUNT PAID 6 JOHN SHOPPER C/O HOWELL C METTE ESe SEAL CHECKII 102" REGISTER OF WILLS ""-.- --.._- ".--. "-- .---- -+---- -- -- -- ..-_. --." CERTIFICATION OF NOTICE UNDER RULE 5.6(n) Name of Decedent: JOHN D. HOPPER Date of Death: JUNE 12. 1996 Will No. Admin. No. 1996.00491 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned eBtate on OCTOBER 9. 1996 : Name Address JOHN STEVEN HOPPER 12 Rimani Dr.. Mission Vieio. CA 92692 ROBERT ANDREW HOPPER 257 N. 24th St.. Camn Hill. PA 17011 WILLIAM RICHARD HOPPER 200 Shallow Snrinl!s Ct.. Roswell. GA 30075 KATHY HOPPER WEIDNER 2398 Buckinl!ham Ave.. Meehanicsburl!. PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) I L;\'~~efJ y (I)1A,J& Date: October 9. 1996 Signature "" ,-- HOWELL C. METrE. Esauire Name 3401 North Front Street Harrisburl!. PA 17110 Address (717) 232-5000 Telephone '- n - u:- (ju Capacity: _ Personal Representative ..lL- Counsel for Personal Representative .. . "'. _. ~_ ._....' _a. .~ . . + CUI>itul B1ucCross Check Date: 10/24/19q~ IIAmll~;BUI1G PlIlf'ISYLVMIfA 1/177 Customer #: .\n 1I1(J"I..o'..I",.1 t.( I"",'" t t ~';" !\.-,,,. C,,,, .I"d (j"," ~,r"l,ill ,,~\"( ".'"'" REMITTANCE VOUCHER ()elilGh th,!> pOflton twlol'U dcpo,>,I,nQ choclo. 10/17 0171996 5,00 .00 5. 00 FILING FEE~. D. HOPPER 5,00 ,00 5. 00 TOTAL MEMO CHECK NO, 0015548 0.31 IMl5) ~ -~ " ,,;; . J :' \. ~, . ~. :< ., , .--. --...,.".,,- ~ - ~ , . ~. -.: "." , -~~--~..........~. \ ........-..--.,.- - r'"\ ,-, If} " ...-i ,0 - Co,: CO \"-1 -- u c:J '.) , r; ~ \n l: d;~ P' (J :> a: (jC) '-.I-'--.~- ..-~--_._..._._....- .~- .'. . -- ...-".---. ~--- I . .;. , ,~ i" f '0:- ,,"' " .:- \ I' ~, .,' . ., ..--. I , V-~,._...j- -, ~-." t"'~"C i: .' Ji'l ;j )t:l ~ ~p --'--- -",'-"-- ,-~~ ... , -;,..:-~,:.-..,....",", .... Capital BlueCross .~ , Agent lor Pennsylvania Blue Shield ~.: . . _ UJ//4 t.' ....,:;..~,' \1""-:n.'l:::-~:--::::}: T I .. \\\5 ,,"., "'. ...,,- ,.'==-'-"~' ~''<' "''?,~ Ai U,~,,\Il,:;iAGl\ \: J: 01.1. .'\' Cli1' ' ~I : HBG p~ 170 t '~ l,Ji~~;'1t~)~A,~ : I~ 0.....:... ;:"_" !.-I ..;'.1. -~----,. .:1 1- rt Harrisburg. Pis 17177 Register of Wi\1s Cumberland County Courthouse Room 102 Carlisle, PA 17013 _N" . . \ ((".J\.':"~/':"~":":;'3'a 1,"111,1.111."...11.11111111.1 1",11,,11".11,"11,1.1,.,,1,11.1.,1 _ 'Oi-~,----,_____"-'_'''-~'''~~JI.=,,",,,,,,:;,(,-:-,~;,,'_}'':-_'':'';;'~~'''-.c~t~'.,>:',;;'1..:.. ~,;;;;,,'.-.;.,.,;."",,'''--''''''''''''''''-' ~ ',#' .. .^._........"..o:-___-....,iW_"o.$;.~~~.......-r"- ..~ . J-' ~... .. 1 t ' ." \ . ~ , ~ . " .-' -' . r II . . ,- I rl . - ."'J ",' "ll I~' ' ~ "... f/ : )- . ..,; : . w' \ 'ft ":'. - .of'. ,1 .!" \ .. ,t. \".1/ ~\ , .tit.' - , . ': ~ ." t. ,_ ... 'f ., j , \ J . ! , , . , ~' '. ~ .l i" " ' . , , p.' .~ ~. .... . ,0 : ,01 --:---...---..---',-.......~ ..~,,.-_..:.:.-_~. ........ .,~ .~. -... -- . _..# ,..----.- ...-_# ,.,,-------'- - o , f I i , I /; /j_/{l'j_/L! REV,"'",,'I"") INHERITANCE TAX RETURN ~~~(~It~~~~lR};MmR 12131191 RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED CO......ONWEALTHOFPENNSYLVANIA (TO BE FILED IN DUPLICATE FILE NUMBER DEPARtMENT OF REVENUE 1996 HARRIS~~:~.'::~~~"'''01 WITH REGISTER OF WILLS) COUNTY CODE YEAR DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENTS COMPLETE ADDRESS Hopper. John D. 2304 Chestnut Street SOCIAL SECURITY NUMBER DATE OF BIRTH Camp Hill. PA 17011 DECEDENT 192-14-5022 06/12/96 01/09/1923 counlV C\JITlberland ~:...tr"~~co"~;J~t~~~:~:Z~ SPOUSE'S NA"" ILAS T. SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) (~ 00491 NUMBER 1. anginaJ Return II Of d.ltlSot lSUlh plUlf to 12-13.a2) fi 5. Federal Estato Tax Return Roquirod o 40. Futuro IntOfost Compromiso (lor datos 01 doath ahor 12-12-B2) [B 6. Docodent OlOd Tostalo 0 7. Decodont Maintainod a Uving Trust (Anach copy 01 Will) (Anach copy 01 Tlust) ALL CQRRESPOIlllENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Ha.s'E!ll C. Mette 3401 North Front Street TELEPHONE NUMBER P.O. Box 5950 717-232-5000 Harrisburg, PA 17110-0950 I. Real Estale (SChodule A) ( 1) None 2. Slacks and Bands (SChodule B) ( 2 ) 43. 320.00 3, Closely Hold SlockfPartnOlship Inlolost (SCh, C) ( 3 ) None 4, Mortgagos and NoIOS Roctllvablo (SChodulo D) ( 4 ) None 5, Cash. Bank DepoSits & Miscollaneous POIsonal (5) 735.756.13 Propor1y (SChedulo E) 6, Jointly Owned Property (SChedulo F) 7, Translers (SChodulo G) (SChodulo L) 6, Total GlOSS Assots (total Unos 1-7) 9. Funeral Expenses. Administrativo Costs. Miscellaneous Exponses (SChodulo H) 10. Debts, Mortgago Uabili1ios, Uons (Schodulo I) II. Total Deduc1lOns (tolal Unos 9 & 10) 12, Not Valuo 01 Eslato (Uno 8 mnus Uno 11) 13, Chanlablo and Governmonlal Boouosts (SChodulo J) 20. II Uno 19 IS qroator than Uno 1B. onler tho di"eronCe on Une 20. This is tho OVERPAVMENT. A. Check horo II or.... ues1ln ..olund 01 ur ave ymenl 21. 11 Uno 1B ls groater than Uno 19. ontor 1ho dt"orenco on Uno 21. This is tho TAX DUE. A. En1er tho intorDSt on tho balanco duo on Uno 21A. B, Enler the total 01 Uno 21 and 21A on Uno 21B, ThIS IS tho BALANCE DUE. Mako Check Payllhlolo: Register 01 Wills. Aqent _ _ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" .. Under penalDos 01 POllury, I doelO/o that I havo O'ort1lnod thiS rolUrn, Inc!uolng accompanYing schadulos and slalemonts, anO to tho bost 01 my knowlodgo and boliol. it is tJUo. conoel and complote, I doelaro Ihat a1llOaI oslalo has bean leportod at uuo matket voluo. DodO/anon 01 plOpatOr othOllhan tho pOlsonal reprosonlahve is basad on i1IllOlormallon 01 which proparor has any knowledgo. 10.N}TUREO ADDRESS LL- See sc~edule attached 51 UREOFPREPIllR qOT AOORESS 3401 North Front Street Harrlstur~. PA 17110-0950 CHECK APPRO- PRIATE BLOCKS o 4. Umtod EstalO CORRES- PONDENT RECAPIT- ULATION TAX COMPI1TA- TION 14, Net Value suboet to Tax (Uno 12 minus Uno 13) 15. SpOUSI,1 Tranlflrl (far dalu at d,lth IIt.r 8.30.941. S.. InltructlDn"a' APpllc.&bl. Perc.nUQ' an PIli' 2.11nclud. vllu" ham SCI'I.dul.Kat Sch.dul. M.l 16. Amount 01 Uno 141axablo at 6'% rata (Includo valuos Irom SChodulo K or Schedule M,) 17. Amount of Uno 14 taxable at 15% rato (Include valuos Irom SChadulo K or SChedule M,) 18, Principal tax duo (Add lax ham Unos 15. 16 and 17.) 19. Crodits SpouUI Poverty Cf.dll prior PaymenlS + 42.000.00+ 3. Remamder Rolurn ..Q... 8. Total Numbor 01 Salo Doposlt Ba,OS ( 6) ( 7) None None 779,076.13 (8 ) (9) 36,235.76 (10) 8,682.31 44.918.07 734.158.06 None (11) (12) (13) (14) 734.158.06 (15) , . = (16) 734,158.06, .06 = 44.049.48 (17) 0.00 x .15 = 0.00 (lB) 44,049.48 Discount 2,210.53... Inlerost 44.210.53 161. 05 (19) (201 (21) (21A) (21B) QAT[ .-'i/f) lei 7 DATEI I .""-/It: / t( 7 I Estate of: John D. Hopper -1996-00491 SlM'1ARY OF ALIJX:ATla-JS '1'0 B~ICIARIES Class A John Steven Hopper Robert Andrew Hopper William Richard Hopper Kathy Hopper Weidner 183.539,51 183.539.51 183.539.52 183.539.52 734.158.06 REV-tilt Elhl'.'" SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plouo Print or Type COMMONW[Al ftt OF PENNSYlVANIA INHERITANC[ tAl( R[tURN R[SIDENT DECEDENt ESTATE OF John D. Ho r ITEM NO. A. Funoral Ellpen..o: FILE NUMBER -1996-00491 DESCRIPTtON AMOUNT 1 Myers-Hoover Funeral Hone 6.517.00 695.00 2 Rolling Green cerretery 3 West Shore Country Club 1.006.76 B. AdmlnlotraUvo eoots: 17,805.00 ,. Porsonal Rop,osonlotivo Convnisslons Social Se<:Ilrtty Number 01 porsonal Roprosonlativo: 186-34-2085 Yoar Convnisslons paid 1996 Narre: J. Steven Hopper 2. Attornoy Foos Narre: M3tte. Evans & Woodside 3. Fanily Exllf11ltion C1a1msnl Rolationship Addr... 01 Clalmsnl al docedent's doalh 10,000.00 0.00 Streel Addr... City Slato Zip Coda 109.00 4, Probate Foos C. Mtaconaneouo Ellpens..: 1 Short certificate 2 Estimated expenses to close estate 100.00 TOTAL Also onto< on lino 9. Roc itulation) $ (II moro spaco Is needed. Insert addlUonal shoots 01 samo slzo.) 36.235.76 PAISlll NTF "" CapYflgh1 Fa,ms Saltwar. OnIV. tlllt4 Nllca,lnc. N94PA11' 3.00 .'~ .~ '~:"'7,1 __"_"_"'__ 1 , " ...... '-.".' ... .,.~ ,.I ~,;tfJl... ,.,. ',( ..... ~'I...I..JJ:tl .:~.'. .,.";....,. ':. /"',:..". ,.-..,.....'.........,.,.~....,.....~"'" ~_ .1 ..":;Ui.::';.:i.i'r.::i4~:.~::- ;\ . ..... ";';"~- .. , , ~- I I , _..:.1 (c) In order to effect a division of the princi- pal of my estate or for any other purpose, including any final distribution, the Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind, and to allocate specific assets among beneficiaries hereunder 00 long as the total market value of any share is not affected by such division, distribution or allocation in kind. Should it appear desirable to partition any real estate, the Executor is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds. recognizances or other obligations, with as wide powers as an individual owner in fee simple. ~,~~;.~~~.! l ,;~-d~.~.~.;.:~.' :::l~~:.~~(;;:r'~ ::":,-'>,.~ '.:. ..~~;.t~l~.:..~ ~~~.~ t}:;;~". .. .' :.....I..--.....--~. ..._...,.... ;":;':'-::f~ _,~~;J.";"''''''''N!!$.~' .. ..........-.- --...:...., , .. .-......-........--- "' ; '..,.... I ~.~':"'"""~.,.~-..1 . .... . . . .' '. .' .. . I ..,.....:' I 1 ;.. .1 (d) To sell either at public or private sale and upon such terms and tunditions as the Executor may deem advantageous to the estate, any or all real or personal estate or interest therein owned by the estate severally or in conjunction with other persons or acquired after my death by the Executor, and to consummate said sale or sales by sufficient deeds or ;",; '~ ' ... . ."..-"" other instruments to the purchaser or purchasers. con- ............r--....,-... ----I veyin& a fee simple title. free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the pur- chase money or to make inquiry into the validity of ....-.-.- - ---~_.--.--- , said sale or salesj also. to ma~e. execute. acknowl- r " ~1 edge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon the Executor in this paragraph or elsewhere in my Will. ......., ."-., , Page 3 ~. WHEREAS. Grantor desires to amend and restate said Agreement of Trust. 1I0W, THEREFORE, in consideration of the mutual covenants and agreements herein contained, it io agreed by and between the parties hereto as follows: ARLlCk~l: Grantor agrees to designate the Trustee as beneficiary to receive said commissionG payable by the EQUITABLE LIFE IllSURAlICE COI1PAlIY. of Iowa, and other life insurance companies. ARtl~~~: Said commissions. any other property transferred or conveyed by Deed or Will to the Trustee and proceeds of life insurance payable to Trustee, shall be ClJl10idered principal and shall hereinafter be referred to cl)llecti.....el... ar. the "Trust Fund". Upon receipt of the Trust Fund or any part of it. the Trustee shall, if the Grantor pru- deceases hi" wife, AlIlI B. HOPPER, divide all of the said Trust Fund into two (2) parts, each of which shall be held in trust and constitute a separate Trust Fund to be k.nown as "Trust A" and "Trust Bit. "Trust A": There shall be placed in "Trust A" t.hat fraction of the total principal of which the llumcrat'Jl shall b€" ,,- sum equal to the largest amount that can pass free of Federal estate tal< by reason of the unified credit and the state death tal< credit (provided that the use of this credit dOCR not require an increase in state death taxes) allowable to Grantor's estate but no other credit and after takin~ account of property passing ontslde of this Agreement of Trust which does not qual! fy for the - 2 - marital ar charitable deductian and after taking accaunt af chargeD ta principal that are nat allawed aD deductlans In camputlng Grantar's Federal estate tax. and af which the denamlnatar shall be the value af the tatal principal. Far purpases af establishing ouch fractian. the valueD finally fixed In the Federal eotate tax praceedlng relating ta Grantar's estate shall be used. Grantar recagnlzes that the numeratar af ouch fractlan may be zera (0), In which case nO praperty shall pass under "Trust A" and that said numerator may be affected by the act Ian af the Execu- tar af Grantar's estate In exercising certain tax electlans. "Trust B": The balance af the principal nat placed In "Trust A" shall be placed In t1Truot B", ARTICLE_IU: The follawlng pravlslano aha!1 applY to "TruDt ^II: (a) The Trustee shall pay the net Ineame arising fram the principal af this Trust In quarterly Install- ments to Grantar' s wife. Atlll B. nOPPER, during her li f et Ime. (b) During the life af Grantor's wife, the Truotee ohall pay ta ar far the benefit af Grantar'o wife sa much af the principal af thlo Trust as may be lIeeessary, In the Dale discretlan af the Trustee. far the proper suppart, maintenance and medical care af Grantor's \life. - 3 - . , . .- -. .- - - -. (c) Upon the death of Grantor's wife or upon Grantor's death if Grantor's said wife predeceases him, the Trustee shall divide the principal and any accretions thereto and any accumulations of income into as many equal parts as there are then living children of Grantor and then deceased children of Grantor represented by then living issue. One of such ohare. shall be paid to each of Grantor's then living children. with the exception of Grantor's daughter. KATny Mill WEIDNER, whose Ghare Ghall be held aG a Geparate TruGt for the benefit of Grantor's said daughter, and one Guch Ghare Ghall be held as a separate TruGt for the benefit of the issue of each Guch then deceased child of Grantor, per stirpes. (d) The following provisions shall apply to the TruGt establiGhed for Grantor's daughter. Y.ATHY Mill WEIDNER (the "Beneficiary"): (1) The Trustee shall pay the net income ariGing from the principal of this Trust in quarterly inGtallmentG to the Beneficiary during her lifetime. (2) During the lifetime of the Beneficiary. the Trustee shall pay to or for the benefit of the Beneficiary so much of the principal of this Trust as may be necessary in the sole discretion of the Trustee for the Beneficiary's proper support. maintenance. medical care and the college or higher education of her dependent children. In _ 4 - and oth~r. payable by reanon of the Inclunlon of th~ valu~ of Trust property In Grantor'n wlfe'n entate. Such payment nhall be equal to the amount by which (1) the total of such death taxen paid by Grantor'n wife's en tate exceeds (2) the total of nuch death taxen which would have been payable If the value of the Trust property had not been Included In her estate. The determination by the Executor of Grantor's wife's estate of the amount payable hereunder shall be final. Grantor directs the Truntee to pay such amount promptly upon written requent of the Executor of Gralltor's wife's estate. The final determination of the amount due hereunder nhall be based upon the value as finally determined for Federal estate tax purposes in Grantor's wife's estate. After payment of the amount finally determined to be due hereunder. the Trustee shall be dinchar~ed from any further liability with respect to suell p~yment. Grantorts wife m~1 waive her estnte's right to pavm~nt under this sub- paragraph by Wlll. executed after Grantor's death. in which she specifically refers to the right to payment hereunder ~iven to her estate. lIlt'U.c.I.U: no part of the income or principal of the property held under these Trusts shall be nobjeet to attachment. levy or seizure by any creditor, spouse. assignee or trustee or receiver in bankruptcy of any bene- fieiarv prior to his or her actual receipt thereof. The '(runtee shall pay over the net income and the principal to the parties herein designated. as their interests may appear, without re~ard to any attempted anticipation. pledging or annignment by any beneficiary under a Trust. and without regard - 9 - to any claim thereto or attempted levy, attachment. ael~ure or other proeeaa agalnat aald beneficiary, ^RTI~L&-Yl: The Trustee shall posseaa. among others. the following powers: (a) To vary or to retain Inveatments, Including the stod. of any corporate Truatee named herein. when deemed deairable by the Trustee. and to invest In such bonda. atocka. notes, real eatate mortgagea or securi- ties Qr in such other property. real or personal as tbe Truatee aball deem wlae. without being reatrlcted to ao-ealled "legal inveatments" and without being limited to any statute or rule of law regarding Investments by fiduciaries. (b) In order to effect a division of the princi- pal of a Trust or for any other purpose, Includln~ any final distribution of a Trust. the Trustee Is authorl~ed to make said divisions or distributions of tbe pe,".onalty and realt,'. partly or wbOllY In kind. al1d to allocate specific assets among beneficiaries anti l'ruato created hereunder .0 long as the total mar~et value of any share is not affected by such allocation.. Should It appear desirable to partition any real estate. the Trustee is authorized to make. join in and consummate partitions of lands, volun- tarily or Involuntarily. Including giving of mutual deeds. recognizances. or other obligations with as wide powerp as can be exercised by an individual owner in fee simple. - 10 - ARTl~t.ILIX: With respect to any of the afore- "aid illDurarlce policico whiell noW are. or at any time arc, owned by the Grantor. the Grantor reserves to himself during hio ownership of s3id policies 3nd during his lifetime. 311 p3ymento. dividends. surrender v31ues 3nd benefits of 3ny kind which may ",ccrue on account of any of the aforesaid policies. and the right at any time to assign. pledge or use said p'Jlide.. or any of them, or to change the beneficiary thereof, to borrow monev thereon, for any purpose. without the consent, 3pproval or joinder of the Trustee. or lny beneficiary here- under, It is the intent of the Grantor, in regard to s3id insurance policies, that this instrument shall be operative only in respect to the proceeds of such of the policies as may be due and payable to the Trustee at the time of the death of the Grantor or thereafter, after deduction of all charges "'~.1im]t the policicn by reason of adolances. loann. premiumn'o or otllerwis~. ~lld tll~ receipt of the Trustee for such proceedr. ~ll~ll releasp the ins11rallce companies from liabilit~ on the policies. AR.tLCJ,E_X: Whenever and as often as any beneficiary hereunder. to whom payments of income or principal are herein directed to be made. shall be under legal disa- bility. or in the sole judgment of the Trustee. shall otherwise be unable to apply such payments to hiG Q\oln or her Qun best interests and advantages. the Trustee may make all or any portion of Guch payments in an:; one or more of the follol"llng \.I:\~{S : (a) Directly to such beneficiary: - 13 - .. . liabilities to which they may, in their judgment, be subjected by any nuell ~ction. The Truntee in authorized to compromice and adjust claims arising out of the insurance policies, or any of them upon such terms and conditiollG as they may deem just. and the decision of the Trustee shall be binding and conclusive upon all pernonn and corporations interested therein. A~~lll: Any person, other than Grantor's wife. who s11al1 'lave died at the same time as Grantor, or under Ruch circumstances that the order of deaths cannot be estab- lished by proof. or within thirty (30) days of Grantor's death. shall be deemed to have predeceased her. If Grantor's wife dies at the same time as Grantor. or under such circumstances that the order of deaths cannot be established by proof. Grantor's wife shall be deemed to have survived her. Any p~rson ("ther than Grantor) who shall have died at the same tilne as an~ then recipient of income or under such circum- ntance~ tll~t. th~ 0rder of dcatll~ t311n0t be cstablinl\ed by proof. ~Ilall I)~ deemed to have predeceased such beneficiary. Anrk(L~XlY: Upon the death of either Trustee. JOIlIl STEVEtl 1l0PPER or 1l0WELL C. METTE. or in the event of the inabilit:: or t~fusal of either to serve as Truntee or upon the resignatioll of either individual Trustee. WILLIAN RICIlARD IIOPPER. Ilarrisburg. Pennsylvania. shall serve an succeGsor Co-Trustee. In the event of the death, inability, resigl1iltion or refusni to serve of all three of the above individuals, DAUPIIIII DEPOSIT BAliK MID TRUST COMPAtlY shall serve as successor Trustee. 110 Trustee shall be required to give any bond or bondn. III WITtlESS WHEREOF, JOllll D. HOPPER has hereunto offered his hand and seal as Grantor and JOllll STEVEtI HOPPER and - 15 - \ .-'1" /~. " ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'I, BUREAU OF INaIVIDUAL TAXES INUERITANCE Ult DIVISION D[P'. l80601 HAARlS8URC. Pi Illla-ObUI NOTICE OF INtlERITANCE TAX APPRAISEMENT. ALLOWANCE DR aISALLDWANCE Or DEDUCTIONS AND ASSESSMENT OF TAX HOWELL C METTE 3401 N FRONT ST PO BOX 5950 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17110 v 06-23-97 HOPPER 06-12-96 21 96-0491 CUMBERLAND 101 A~ount R..itted I*, "'-1'" lJ'" .u.,,, JOHN o MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:i5'4TEX-AFP-io3:97T"Niii'-icE--ciF-YNHEiiiriiticn-Iix-'ApPR'AisEHENi'-;-m.-ciwANCE-OR-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOPPER JOHN 0 FILE NO, 21 96-0491 ACN 101 DATE 06-23-97 If an assessment was issued previously, lines 14. 15 and/or 16. 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spausal rat. ctS) 16. AMount of Line 14 taxable .t.Lin..l/Class A rat. (1&) 17. AMount of Line 14 taxabl. at Collateral/CI..s 8 rat. (11) 18. Principal Tax Due TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ (1) 2. Stocks and Bondi (Schedule 8) (2) 3. Closely Hald stock/PartnershiP Interast (Schedule C) (3) 4. "artg.gas/Not.. Raceivabl. (Schedule DJ (4) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) IS) O. Jointly OMnad Property (Schedula F) (&) 7. Transfers (Schedul. G) (7) 8. Total Au.ts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expenses/Ad.. Costs/Hisc. Expense. (Schedule H) (9) 10. Debts/Hortgega Liabilities/Liens (Schedule IJ (10) 11. Total D.ductions 12. Het Value of Tax Return 13. Charitable/Govern.ental aequests <<Schedula JJ 14. Het Value of Estata Subject to Tax NOTE: TAX CREDITS: PAYMENT DATE 09-12-96 RECEIPT NUMBER AA146725 aISCDUNT 1'1 INTEREST/PEN PAID I-I 2.202.47 I CtlANGEO .00 43.320.00 .00 .00 735.756.13 .00 .00 IBI 36,235.76 B.6B2.31 1111 1121 1131 1141 .00 X .00= 734.158.06 X .06= .00 X .15= IlB) AMOUNT PAID 42.000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE HOTE: To insura proper credit to your account, sub.it the upper portion of this fora Mith your tax pay..."t. 719.076.13 44.Q1R 07 734.158.06 .00 734.158.06 .00 44.049.48 .00 44,049.48 44,202.47 152.99CR .00 152.99CR . IF PAlO AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS TNAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS. I ~-)C' RESERVATION: E.tata. a' dlcldant. dying on or ba'orl Dac..ber 12, 1982 .- I' any 'uturl Intera.t In tha ..tate I. tran,'.rr.d In PO"I..lon or .njoy..nt to CI... a (caIlataraI) ban,'lclarl.. 0' the decldent a,tlr tha ..plratlon 0' any ..tat. 'or 11'1 or far yaar., thl Ca..onwa.lth h.r.by ..pra..ly re.lrv.. the right to appral,1 and ...... tran.f.r Inh.rltanc. T.... at the law'ul Cia.. a (collatlraI) rat. on any .uch futura Intar..t. PURPOSE OF NOTICE: To 'ul,lll the r.qulr...nt. a' S.ctlon 2140 0' thl Inh.rltance and E.t.te Ta. Act, Act 21 0' 1995. 172 P.S. SICtlon 9140). PAVHENTl nlt.ch the tap portion a' thl. Hotlc. and .ub.lt with your payeent to the Rlil.t.r a' will. printed on thl r,vlr.e .Ide. --H.ka check or .ontIy ord.r p.yabl. to: REGISTER OF HILLS, ACENT REFUNn ICA): A r.'und 0' a ta. cr.dlt, which wa. not r.qu..t.d on thl Tax Rlturn, .ay b. r.qu..tld by co.pl.tlng an "Appllc.tlon 'or Ra'und 0' P.nn.ylv.nla Inh.rltanc. nnd Est.t. Ta." (REV-1315). application. .r. .vall.bl. .t thIO,flc. 0' the Rlgl.t.r 0' Will., any of the 25 Rlvenul nl.trlct O'flc.., or by calling the .p.clal 24-hour an.warlng ..rvlc. nuabar. far far.. ord.rlng: In Penn.ylvanl. 1-800-362-2050, out. Ida Pann.ylvanla and within local Harrl.burg ar.a (117) 787.8094, TDDI (717) 112-2252 IHa.rlng I.p.lr.d Only). OBJECTIONS: Any party In Intar..t not satl.fl.d with the .ppr.I....nt, allowanc. or dlsallowanc. 0' d.ductlon., or a.......nt 0' tax Ilncludlng dl.count or Inter..t) .. .hown on thl. Hotlc. au.t object within sl.ty (60) day. 0' r.celpt of this Notlcl by: --written prota.t to the PA nlpart.lnt 0' R.v.nu., Board of App.als, Dept. 281021, Harrisburg, Pi -.electlon to havI the .atter det.r.ln.d at audit 0' the .ccount of the parsonal r.pr.santatlv., --app.al to the Orphan.' Court, 11128-1021. OR OR AotUN ISTRATtVE COARfCTJnNS: Factual .rrors dl.cover.d on thl, ........nt should b. addre...d In writing to: Pi nepart..nt 0' A.v.nu.. Bur.au of Individual Tax... ATTN: Po.t A....s..nt R.vlaw Unit, n.pt. 280601. It.rrlsburg. PA 11128-0601 Phone (111) 787-6505. S.e page 5 0' the bookl.t "In.tructlon. for Inharltanc. Tax Return far. R.sldant nacldant" (REY-1501) far .n I.plan.tlon a' ad.lnlstratlv'IY correctable arror.. DISCOUNT: l' any tax due I. paId within thr.. (5) c.lend.r lonth. .ft.r the decadent'. d..th, . flv. parc.nt (5~1 dl.count of the tax paid I. allOwed. PENAllY: Th. ISX tax ..n..ty non-participation p.nalty I. co.putad on the total a' the tax and Int.rl.t .......d. .nd not paid bafore January 18, 1996, the flr.t day aftar the end of the t.x .-na.ty p.rlOd. This non-participation pan.lty I. appealabl. In the sa.. .ann.r .nd In the the .... tl.a period .. you would app.al the t.x and Int.ra.t that ha. baen a.....ed I. Indlcat.d on thl. notIce. INTfAEST: Intara.t I. ch.rged beginning with flr.t day of dellnqu.ncy. or nln. 191 .onth. and on. II) day fro. the d.t. of delth, to tha d.t. of pay.ant. Tax.. which bac..~ d.llnqu.nt b,'ore January I, 1982 baar Int.ra.t at the rata a' .1. (6X) parc.nt par ftnnua c.lculat.d at a dally rate of .000164. All taxa. which baca.a d.llnqu.nt on and .ftar Janu.ry I, 1982 will baar Inter..t at a rata which will vary fro. ca'~r y.ar to cal.ndar y.ar with thet rat. announcad by the PA n.pert..nt of R.venu.. Th. .ppllcabl. Intar..t ret.. for 1982 through 1991 ar.: '!!!!: Intarllt Aat. Daily Interllt Factor !!.!! Int.r..t Allt. Dally Int.r..t Fllctar 1982 20i!: .000548 1981 .~ .000247 1983 16~ .000438 1988-1991 1l~ .000301 1984 U~ .ooonl 1992 'X .000247 "85 n~ .000356 1995.1994 ]X .000192 1986 IU .000274 1995.1997 'X .000247 ..Intarut 1. calculat.d a. foilo...: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. i..ued aft.r the t.x b.coe.. dallnqu.nt will r.flect .n Intar..t calculation to fl't..n (151 dllY. bayond tha d.t. of tha ........nt. If p.y.ant I. .adl .ftar the Inl.r..t co.put.tlon d.tl .ho..n on the Notlc., addltlon.1 int.r..t au.t ba calculat.d. PUlPOst:1lF NOTlCEI To fulfill the raqulr..ent. of Section 21'5 (b) of the I~rltenc' end E.t.t. Tlx Act, Act 21 of 1995. (72 P.S. Section 91'5'. PAVltENTr Detach thll loti portion 0' thh Notice and ,ubIllt with your pay..,' to t.... Regllter of will. prlnt~ on the r."ar.. .Ide. .._ ..... check or ~y ord.r payable tal REGISTER OF MILLS, AGEKT. REfUND ltA) I A r.fund of . tlX credit ..y be reque.tld by c~l.tlna en -ApplicatIon for Aefund 0' penn.vlv.nl. J~rltlnC. end E.tat, Tax. (REV-ISIS). Appllcltlon. .r. Ivallabl, at the OI'le. 0' the AI;I.tar of WillI, eny of the ZS Revenue DI.trlct OffiCI' or frol the Depart..nt', Z'ahour anl...rlna ..rvlcl ~.r. 'or for.' orderlngl In penn,ylvanl. 1"800-]62.2050, out,lda PennSYlvania ~ wIthin local Harrisburg ar.. (717) 787..aO", TOO' (717) 772.2152 (H..rlng J~.lnd OnlY). OBJECTIONS I Any p.rtv In lnt.r..t not .atl.fled with thl ........nt of t.. .. .hOwn on thl. notlc. .ry obJ.ct within .Ixty (60) d.y. of r.c.lpt of thl. Notlc. bYI --written prota.t to the PA Dep.rt.ent of R.v~, Board of app..l., Dept. Z810Z1, Harrl.burg, PA 171Z8-10Z1, OR --.Iectlng to h.v. the .att.r d.t.r.lned .t audit of the p.r.onal r.pr..entatlv., OR --app..l to the Orphanl" Court. AIIUN- ISTRATlVE CORRECTIONS I F.ctual .rror. dl.cov.red on thl. .......ent .hould b. addr....d In writing tOI PA O.p.rt..nt of Ravenu., aur.au of IndlvldU.1 T...., ATTNI Po.t A.......nt R.vl.w Unit, O.pt. Z80601, H.rrl.burg, PA 17121-0601, Phone (717) 717-6505. S.. page 5 of the bookl.t -In.tructlon. for Inherltanc. T.M Aaturn for. A..ldent Oecedent- (REY-ISOI) for an 'MPlan.tlon of ~Inl.tr.tlv.ly corr.ctlbl. .rror.. PENALTYI Th. 15% t.M aene.ty non-p.rtlclp.tlon penalty I. c~ted on the total of the taM end lnt.r..t .......d, and not paid blfor. January II, 1996, the flr.t d.y .ftar the end of the t.M e.ne.ty p.rlod. Thl. non-p.rtlclp.tlon penaltY I. 8IlPIal8b1l In the .... .lII'IntIr and In the the .... U.. period II you would app.al the tlM and Int"..t that hll bean ......ed .. Indlc.t.d on thl. notlc.. INTEREST I Far dlt., of d..th on Dr .ft.r 10-1-91, penn.ylvanla E,t.ta Tax b..ed on the Fed.ral E,t.ta T.x raturn bKau dallnquent .t the axplratlon of nine (09) IIOl1th, frOll thl det. of d..th. For d.t., of d..th prior to 10-1-91, P.nn.ylvanl. E.t.ta TIM b..ed on the Flder.1 Est.t. Tax r.turn b.CD." delinquent It the .xplratlon of .Ight.en Cll) IIOl1th. froe the data of d.ath. Tax.. which bee... d.llnquent b.far. January 1, 191Z b..r Int.r..t .t the rat. of .IM e6~) p.rcent p.r ~ calcul.ted at a dally rat. of .000164. All taMa. which beea.. d.llnquent on or aftar Jenuary I, 191Z will baar Int.r..t at . rata which will vary froe cal~r y..r to c.I.ndIr y..r with that rat. announced by the P, nap.rteent of R.v.nue. ThI appllclbla Intar..t rata. for 1912 through 1997 ara1 y.ar Interut Rata nallY Intar..t Factor Yaar Intarllt A.ta Dilly Int.r..t fectar I9IZ ZOX .00051t1 1917 9X .000247 1915 16X .00001 1911-1991 IIX .000501 191" IIX .00DlOl 1992 9X .000247 1915 ISX .000556 1991-1994 n .00019Z .'140 1916 lOX .000271\ 1995"1997 9X .000Z"7 -"Intlra.t I' calculated a. fallowlI INTEREST . BALANCE OF TAX UNPAID X NunBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlca I"ued aft.r the t.x becDII' d.llnquent will r.flect en Int.r..t calcul.tlon to flftaen CIS) diy' beYond thl dlt. of the ........nt. If Plynnt It ... .ftar thl Int"ut cQtlPUtaUon d.t. ahown on the Hotle., addltlon.l Int.r..t au.t be calculated. J;~/(;t) -)4 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (1_ * BUREAU OF INDIVIDUAL TAXES lHAITAHC:[ TAX DIVISION DEPT. za0601 HARAISIUAC, PA 1112.-0601 HOWELL C METTE 3401 N FRONT ST PO BOX 5950 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ..,."It.. U'III-'" 08-04-97 HOPPER 06-12-96 21 96-0491 CUMBERLAND 101 JOHN D PA 17110 Allount R..1tt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sub..it the upper portion of this forM with your tax payaent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiiv:i60j-EX-/iFii-ni:i:97r-----...niiiHERiTAiiCi-YAX-STAYEilENY-OF-AC-COUiiY--ii..---n----n--u------ ESTATE OF HOPPER JOHN 0 FILE NO,21 96-0491 ACN 101 DATE 08-04-97 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IH THE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF All PAYMENTS, TNE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT. 06-16-97 PRINCIPAL TAX DUE. 44.049.4B PAYMENTS (TAX CREDITS), PAYMENT DATE 09-12-96 07-08-97 RECEIPT NUMBER AA146725 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 2.202.47 .00 AMOUNT PAID 42.000.00 152.99- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS lESS THAN II, MO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I 44.049.48 .00 .00 .00 PAY11EHT1 DlitKh the top portion of thh Notlu end .ubIIlt ",lth your paYHf't e8de paYabla to tM naaa end addn.. prlntBd on the ravar.a .Ide. If RESlDE:NT DE:c~bdfT .aka CMck or ltOMy ordu paYabla tOI REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT eaka chack or ~Y ordllr payabla tOI COKHONWEALTH OF PENNSYLVANIA. REflI(O (CAlI A nfund of . tax cradlt, which "'III not raquuted on tM Tax R.turn, IIY tM raqua,tad by COllplaUng 8r'I -application for Rafund of P~'Ylvanla Inhtrltanca end E.tata Tax- (REV-l]I]). application. ara avallabla at ~ Offlca of tha Ragl.t.r of Will., any of tha Z1 Ravanua DI.trlct Offlc.. or fr~ tM Depart.ant., Z~-hour 8n.varJng ..rvlc. ~r, for 'or.. ord.rlng: In Pann.ylv8nla 1-100-36Z-2D50, out,ld. Pann.ylv8nla and ",Ithln loc.l Harrisburg ar.a (717) 717-10", TDD. (717) 772-ZZSZ (Haarlng lapalrad only). REPLY TDI aua,tlon. regarding arrors contained on th!a notlc. should be addn..ad tOI PA Depart.."t of R.vanua, lun.. of Individual Taxu, ATTN: Post A......ant Revl... Unit, Dept. Z10601, Harr!aburg, PA 171ZI-0601, phone (7171 711-65D5. DISCOIMh If 8nY tax due II paid ",Ithln thr.. (]) calendar ~th, aftar ~ dKadant., death, . flv. parcant (5%) d!ac~t of the tax paid I, allowed. POIAL TV: The 15% tax eana.ty non-p.rtlclp.tlon p.n.lty I. coeputBd on the tot. I of the tax end Int.r..t ......ed, and not paid bafon J8f'lUlry 18, 1996, the first day altlr tIM and of the tax ~tty parlod. INTEREST I Intlrut h cn.rged beglmlng ",Ith first d,y of dlllInquancy, or nine (9) ~th. and 0fMI (1) day 'rOIl the data of de.th, to the data of paYHf't. Tax.. which bee... delinquent before Janu.ry 1, 191Z ba.r Int.r..t at the r.t. of .lx (6X) parcent par ~ calculated at a dally rata of .000164. All taxa. which bee... delinquent on and after January 1, 191Z "'Ill ba.r Int.ra,t at . rata which "'Ill vary froe calend,r ya.r to calendar yaar ",Ith that r.t. announced by the PA Departaant of Ravenue. The appllCabla Int.r..t r.ta. for 191Z through 1997 aral Vaar Intarut Rata Dally Intara.t Factor v.... Intarut R.ta Dally Intlr..t Factor 1912 'OX .000S41 1917 9X .000247 19n 16X .OOOUI 1911-1991 lIX .000l01 1964 llX .000l01 19'>' 9X .000Z47 19.5 UX .000lS6 199]-1994 n .OOOln 19" I'X .000Z74 1995-1997 9X .OOD20 --Int.rut I. c.lculated al fOllOlif'1 INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. hw.d aftar the t.lC bacOM' delinquent ",111 reflect 8n Int.r..t calculation to flft..., US) daya beyond the date of the .........,t. If pa.,..,t It ..,. aft.r the Inter..t COIIpUt.Uon det. shown on the Hotlc., additional Intar..t au.t ba calcul.tad. If / i, I ,I ) / { , COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF DETERHINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN '* ',,,," I <:... BUREAU Of INDIVIDUAL TAXES !Hu[RIIAHC[ lAX DIVISION ot:PI. 110601 HARRISBURG, Pi 11118'0601 I".'UII I" 111.'" 11-10-97 HOPPER 06-12-96 21 96-0491 CUMBERLAND 202 JOHN 0 HOWELL C METTE 3401 N FRONT ST PO BOX 5950 HBG Amount R..itt.d PA 17110 MAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To inlu~. p~op.~ c~edit to you~ eccount, lub.it the uppe~ po~tlon of this fo~. with you~ tax pey.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ...... R-iv:jjJ;-Ex--AFP--{oj:-97j-----.-.-NiificE--oF--oEi"iRHIiiATIo-N-AN-O-As-sEsSiHENiT'---------------------------- OF PENNSYLVANIA ESTATE TAX BASED. ON FEDERAL CLOSING LETTER MM ESTATE OF HOPPER JOHN o FILE NO,21 96-0491 ACN 202 DATE 11-1 0-97 ESTATE TAX DETERMINATION 1. Credit For State Daath Taxas as Verified 37,095.52 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 41,847.01 3. Inheritance Tax Assessed by Other Statas or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritanca Tax Assessed 41.847.01 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estata Tax Due TAX CREDITS: PAYMENT DATE DISCOUNT (+) INTEREST/PEN PAID (-) RECEIPT NUHBER AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN, .00 TOTAL DUE .00 _If PAID AfTER THIS DATE, SEE REVERSE SIDE (If TOTAL DUE IS LESS THAH II, NO PAYHENT IS REQUIRED fOR CALCULATION Of ADDITIONAl INTEREST. If TOTAL DUE IS RefLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REf UNO. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I .00 .00 .00 , PURPOSE Of NOnCE I To fulfill the r.qulr...nt. of sactlon 2.45 (b) of the Inharlt8nCa and E,tat. 'ax Act, Act 21 of 1995. (12 P.S. SKUon 9.'S). PAYHDITt D.tach the top portion of this Notlca and lubalt with your pay.ent to the Reglstar of Wills printed an the nverta "de. ._ Hah check or 80nay ord.r payable tOt REGISTER OF HILLS, AGENT. REfUND (CAli , r.fund of . tax credit ..y ba raqua.tad by coap.atlng an "Application for R.fund of P.nnlvlvanla Inheritance and Eltat. Tax" (REV-131]). Application. ar. avallabl. at the Office of the Aeai.tar of Willi, any of the 23 R.v~. Dlltrlct Offlc.. or fr08 the Depart..nt', "-hour anlwarlng ..rvlca ~b.r' for 'or.' ord.rlngl In Pennsylvania .-aaO-S6Z-Z0S0, out, Ida Pennsylvania end within local Harr.sburg .r.. (717) 7'7-1094, TOOl (717) 772-2252 (H..rlnG I.p.lr.d Only). OBJECTIONS I Any party In Int.r..t not ..tlsfl.d with the .......ant of taw .. .hawn an this notlc. ..y obj.ct wlthln tidy (60) day. of r.calpt of this Hotlc. byt ....wrlttan prot..t to the PA D.p.rtaant of R.venue, la.rd of App..", D.pt. ZIIoZl, HarrisburG, PA 17121..1021, OR ....Iactlng to h.v, the ..tt.r d.tar.ln.d .t MleUt of the p.rsonal r.pr..antatlv., OR ....app..l to the Orphan.' Court ADMIH. ISTAATlVE CDAAECTIDHSr F.ctu.l .rror. dl.cav.r.d on thl. .......ant .hauld b. .ddr....d In writing tar PA D.p.rt.ant of R.v.nu., Bur.au of Indlvldu.l Ta..., ATTHI Pa.t A.......nt R.vl.w unit, O.pt. Z10601, H.rrlsburg, PA 11121"0601, Phone (711) 117-6505. S.. p.g. 5 of the baoklat "In.tructlon. for Inh.rltanc. T.. R.turn for I Ra.ldant O.cad.nt" (AEV"1501) far .n ..plan.tlon of .~lnl.tratlv.lY corr.ct.bla .rrar.. PENALTY I Th. 15% t.x .~.ty non'"p.rtlclpatlon pln.lty I. co~utad an the total of thl t.. and Int.r..t .......d, and not p.ld b.far. Janu.ry 11, 1996, the flr.t d.y .ft.r the .nd of the t.. .~..ty p.rlad. Thl. non"p.rtlclp.tlan p.n.lty I. appa.l.bl. In the .... .annar and In tha the .... tl.. p.rlod .. you would appl.l the t.x and Int.r..t th.t ha. ba.n .......d .. Indlcat.d an thl. not Ie.. lHTERESTI Additional P.nn.ylv.nl. E.t.t. 'ax .......d .. . r..ult of . chang. on the Fld.r.1 E.t.t. T.x clo.lng I.tt.r b.eo.l. d.llnqu.nt at the .xplratlon of anI (1) .ooth fro. the d.t. the f'n.1 notlc. of thl Incr.... In Fad.ral E.t.t. Tax I. r.c.lved. Tex.. which b.e... d.llnqu.nt b.for. January 1, 191Z b.ar Int.r..t at the r.t. of .1. (6%) p.rclnt p.r ~ c.lcul.t.d at . d.lly r.t. of .00016~. All tl... which b.c... d.llnqulnt on or .ft.r Janu.ry 1, 191Z will b..r Int.r..t .t a rat. which will vary fro. c.landar y..r to caland.r yaar with that r.t. announc.d by the PA Dep.rt,ant of Rav.nu.. Th. .ppllc.bla Intar..t r.t.. far 191Z through 1997 .r.t ~ Inter..t Rat. D.lly Inter..t Factor !!.!! lnt.r..t Rat. O.Uy Inter..t F.ctar 191Z ZOX .000548 1917 'X .000247 1915 16X .000458 1911"1991 IIX .000SOI 19&4 IIX .00OSOI 1992 9X .0002~1 1915 UX .OOOSS6 1995-1994 7X .OOGl9Z 1916 lOX .000274 1995..1997 9X .000247 nInter..t I. calculatad a. follow'l INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR ".Any Notlca I,.ued .ftar thl tax b.co..' d.llnqu.nt will r.flact an Int.r..t calculation to 'Iftaan (15) day. 'b.yond the d.t. of the .......ant. If P'Y''''t 11 .ad. Ift.r the Inter..t coeput.tlon d.t. shown on thl Notlca, addltlon'l Int.r..t .u.t ba c.lcul.t.d. METTE, EVANS & WOODSIDE OFFICE ACCOUNT TRANSACTION DATE REFERENCE GROSS AMOUNT 03/11/97 031197 Filing fee - 00225.0001 CHECK DATE CHEel< NO TOTAl LjROSS 03/11/97 51326 .. \ , .. ... .,. .... '.. . " VENDOR NO, VENDOR NAME 51327 CUMBERLAND CO REGISTER OF WILL 00514 \11 DEDUCTION ,11:) , 'I:) NET AMOUNT 15.00 "l "" , ' 6t: l U (. t','. !.'.:. , 'd TOT Al D[QUCTION Ol[CK AMOUNT 15,00 0.00 15,00 , :~... " " > f' " " 1i t~;f 1 l ). . ~ r I . " . , . 1 \ -' < . . . : " O. .~ J .,:' , ~ . , ---..,.".... ---= ,~._--;":'"-......--..-1lcI. Q.. - 7..... , . "",~"-...,.",;,,.,. ~IETTE, E"ANH a: WOOUHIUE ^ l'IUIJo'~HlnNAI. ('fUU'tJHATUJN ATTUllNtn'H A1' I.A\\' FAX 1717JU:1tI.1H16 hup//www.meIlQ.COm MICIlAIL [) PIM TODD ^ ,UUlk GUY P 8lNI.VlI\ITANO lUZABtTlt J COLl>>T1IH TIIOMAS r 1MID^ lkAWY ^ ""LKtA !WaYN tAr IMM~ eowMAN JUJJUY r IW~W. JAnOW f\. WOLIGANC (MilT LONG uorrMAN KAnll[[N DOYU YANlt4K DANIll M CAMP81U lunlun ANTHONY T LUCIDO R08UlT E. WOOD1lDE t10WILl C- ",urn. JAMU \Y (VAtU kOIU. T MOO.." CtlAkW a ZWAU Y PUul. J '-LUUR UOYO Jl nlUUN CkAIG ^ nONl JAMU ^ llUH DANIll L StJWVAN STt.VIN [) SHYlllk CllkIHONIUl. C CQNNU llnt I. kOGUU A!\IDUT U OOWUNG MIOtAtL 0 REtO kOaf.1\T P HAYl'lU III PAULA J UICUT GARY J HUM DAVID ^ nrnlMONS a.&01 NUll1'U ...u:nNT HTIU(f~T I',n. nox I'Ultm IIAJUlJHIIUUU. I'A 17110.001\0 TKI.KI'IIONK t7111 ua".Gooo March 10, 1997 Mary C. Lewis, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of John D, Hopper Dear Ms. Lewis: We file herewith two copies of the Pennsylvania Inheritance Tax Return for the Estate of John D. Hopper. Also enclosed is a copy of the Federal Estate Tax Return filed for this Estate. Sincerely, 1 J-D\AL~U ~ ~'v1;it Howell C. Mette HCM:jmh Enclosures pc: J. Steven Hopper CERTIFIED MAIL NO. P 234 049 277 RETURN RECEIPT REQUESTED (")(") :JJ c ~~ -0 ::'l -~ ;:? (7, r' "' ;~~ ",-, -' 941166 I N 'U loJ " ..:-:" N 2 N ."...._.....r......... , . JRD/June 30, 1992/17858 REGISfER OF WILLS Cumberland County Courlhousc One Courthouse Squnre Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: I-D/JELL L:. w..llr.., r..::Aj., RE: Estate or JOHN D. HOPPEIl , Deceased, Late or UPPEIl ALLEN 1WP Estate No,: 21.1996.491 Date or Decedent's Death: 6.12.96 I Pursuant to Rule 6.12, the above named personal representative or the above named altorney, if applicable, within two (2) years of the decedent's death. and annually thereafter until administration is completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representalive, or attorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills is required \0 notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel, if any. Accordingly, if the requisite Status Report is not filed by 8-3-98 , 19_, you are hereby advised that a request will be submilted to the Court in accordance ith Rule 6.12. Date: 7.15.98 ""7z (/. . u<Jf)k Deputy egiste of Wills Distribution to Estate File