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Home My WebLink About96-00908 INHERITANCE TAX RETURN ~~~l'~~~~~FD~~~mR lZ131191 RESIDENT DECEDENT POVERTY CREDIT IS CLAIMEO COM~~~::,','~;:~tT06,"~~v~S:~tNIA (TO BE FilED IN DUPLICATE FILENU:;E; q{, NARAIS~~~~.':~~~~"'U601 WITH REGISTER OF WillS) COUNTY CODE YEAR DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS Iloover. Barbara A. ~~ Circle Drive SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Camp HilL PA 17011 DECEDENT 280-22-991~ 02/09/96 07/08/1927 County C\m1berland ,If API.L1eA"Ll) SUAVIVING SPOU5['S NAMElLASI, SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) FIRST AND MIOOU INltlALI o 40. Futuro Intorest Compromiso (for datos of doath alter 12-12-82) ffi 6. Docodonl Dlod Tostato 0 7. Decadent Maintained a Uving Trust (Mach copy 01 Will) (Mach copy 01 Trusl) ALL CORRESPONDENCE ANO CONFIOENTlAL TAX INFORMATION SHOULD BE DIRECTEO 'TO: NAME COMPLETE MAILING ADDRESS Elyse E, Rogers 3~01 North Front Street TELEPHONE NUMBER P.O. BoX 5950 717-232-5000 Harrisburg. PA 17110-0950 1, Raal Eslalo (Schadulo A) ( I ) None 2, Slacks and Bonds (Schodulo B) ( 2 ) 297 . 9~ 3, Closoly Hold Slock/Partnorship Inlorosl (Sch, C) ( 3 ) None 4, Mortgagas and NOlos Rocoivablo (Schodulo D) ( 4 ) None 5, Cash, Bank Doposlts & Miscollanoous porsonal (5) 85.629.31 Proporty (Schodulo E) 6, JoinUy Ownod Proporty (Schedulo F) 7, Translors (Schodulo G) (Schod"lo L) 8, Tolal Gross AssoIS (Iolal Unos 1-7) 9. Funeral Expensos. Adrrinistrotivo Costs, Miscollanoous Exponsos (Schodulo H) 10, DobiS, Mortgago Uabil,lios. Uons (Schodulo I) II, Tolal Doductions (tolal Unos 9 & 10) 12, Not Valuo 01 Eslalo (Uno 8 minus Uno 11) 13. Charilablo and Governmental Bequosts (Schodulo J) 20. II Uno 191s greator than Uno 18, onlor tho dllloronco on Uno 20. This is lho OVERPAYMENT. A. CI10ck hero 11 ou arore ues1ln a refund of our ove ayment 21. 11 Uno 18 is groalor than Uno 19. cnter Iho dlflerenco on Uno 21. This is tho TAX DUE. A. Enter tho interosl on Iho balanco duo on Uno 21A, B, Entor tho lotal ot Un. 21 and 21A on Uno 21B, This is Iho BALANCE DUE, Make Check Payable 10: Reglsler 01 Wills, Agenl .. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" .. Undor ponaltlos 01 porjury, 1 doclalO Ihal1 havo oxammod Ih's rolurn, Illcludmg accompanYlllg schod"'os and slalomonls, and 10 tho besl 01 my knowlodgo and bellOt, il is truo, corrocland comploto, 1 doclaro Ihat 011 1001 oslalo has been I.portod 01 truo malkol valuD, Doclaralion at ploparOl olhor Ihan tho porsonal roprosontativo is based on all inlofmlllion 01 whIch proparor has any knowled~o, 5l~' OI;oP,RSONI\ESp.oN51eLEfOR filiNG RETURN AOOR'SS DATE 1/ lID 1'111' .' (.~1~(...'\,.oo I ,/,/. c;,('I-I....L_ ,;,/'IL' SIGNAru "OF PR'P~ER OTHER THAN R'PRES'NTATlV' AODRESS DATE . ,), ( \ c',~\ 3~01 North Front Street "MClv. A1S00l ~TF "" ) Harrisburg. PA 17110-0'150 CapYIlghl Fa,Js SaH.....1" Onl".. 1994 Nelca. Inc, N94PAOOl / r , -I'i,ll r ", ~frr' ,..... ("'li J~ REV-1!:lOO[X.11-94) ,. Origino.l Raimo CHECK APPRO- PRIATE BLOCKS o 4, Umlod Eslalo CORRES- PONDENT RECAP IT- ULA TION TAX COMPUTA- TION 14, Nol Valuo Subjoct to Tax (Uno 12 minus Uno 13) 15. Spauul Tu.nslers{taf d4tesal death 4t1er 8-30-941. Sn Inslructlonslar Apphtab1e Percent.lglt an Paglt 1. (Int,lude v4IuflsframSchedulltl'l.a,SCheduIIM.) 16. Amount 01 Uno 14 taxablo at 6% rato (Includo vo.luos 110m Schodulo K or Schedulo M,) 17. Amount 01 Uno 14 taxo.blo at 15% roto (Includo values from Schedule K or Schodulo M.) 18, Principat tax duo (Add lax from Unos 15, 16 and 17,) 19. Credits Spauul Poverty Cledll Prior Payments + J -', ,I, " i ./ Cf{)~ NUMBER 3. Remainder Roturn lIar d4tll5 at dealh pll01 to 12-t3-112) o 5. Federal Estato Tax Return Required _ 8. Total Number 01 SaiD Deposit Boxes ( 6) ( 7) 39.077.54 15.337,99 140.342.78 (8 ) ( 9) 14.285.00 (10) None 14.285.00 126.057.78 None (II) (12) (13) (IS) (14) 0.00 x ,DO = 126.057.78 0.00 (16) 126.057.78 x ,06 7.563,47 = (17) 0.00 x ,15 0.00 = (IB) 7.563.47 Discount Inlerest 0.00 + (19) (20) (21) (21A) (21B) 7.563,47 0.00 7.563,47 RLv-n010.tlt'''1 SCHEDULE B STOCKS AND BONDS I COMfwtONWlAl 'fl or PltlN''ftv"NIA INUlfU1ANC[ fAIl. nr tuUN n[51(]lH'l1lCI:IHNI FilE NUMBER ESTATE OF Barbara A. Hoover (All property )olnUy-owned with RighI 01 Sun/IVorahlp mUI' bl dllclolad on Schadull F,) ITEM NO, VALUE AT DATE OF DEATH DESCRIPTION 1 $50,00 U.S, Savings Bond Series EE. certHicate 111,11259634 issued 11/82 25.00 Interest on above bond accrued as of decedent's death 37,56 2 $200.00 U.S. Savings Bond Series EE, CertHicate IIR96224087, issued 12/92 100.00 Interest on above bond accrued as of decedent's death 16.00 3 $100.00 U.S. Savings Bond Series EE. Certificate IIC395055678. issued 12/92 50,00 Interest on above bond accrued as of decedent's death 8.00 37,50 4 $75.00 U.S. savings Bond Series EE. certificate 1IK72051610EE, issued 11/87 Interest on above bond accrued as of decedent' s death 23.88 TOTAL (Also onlor on IinD 2, Rocapitulalion) (If mota spaco is noodod, insert additional shoots of sarro slzo.) $ 297.94 PA15031 NTF nl7 CopYl'lghl Fo'mISottwar. Only, 199" Neleo,lne. N9"PAD)1 - ~. .... ... ./ PSE(~ PENNSYLVANIA STATE EMPLOYEES CREDIT UNION July 5, 1996 Mr, Cayle 0, Swindler clo Melle, Evans & Woodside 3401 North Front Street P,O, Box 5950 Harrisburg, PA 17110-0950 Dear Mr, Swindler: Re: Aceount #I 0280229914 The following is the status of Barbara A, Hoover's account with PSECU as of the following dates of death, Joint Owner's Name(s) Date Established Date of Birth None 032389 070827 Account Balance 020996 022096 Accmed Dividend 020996 022096 Saving/Share 1 MoneyHandlerlShare 4 IRNShare 6 $ 6.63 0,00 23,162,78 $ 6,63 0.00 23,162,78 $ 0,01 0,00 18,54 $ 0,01 0,00 41.20 The total value ofMrs, Hoover's account on Febmary 9 and Febmary 20,1996 was $6,64, The dividend earned from January \, \996 on Non-IRA funds through both dates of death was $0,03. The dividcnd earned from January \, \996 on IRA funds through Febuary 9,1996 was $82.30; through February 20, 1996 the dividend earned was $104,96 Re: Account #I 0294092021 The following is the status of Karl Hoover's account with PSECU as of the following dates of death, Joint Owner's Name(s) Barbara A. Hoover, added 021\94 as joint tenant with right of survivorship Date Established Date ofBirth 010891 052122 MainAddress: 1 Credit Union Place, Harrisburg, PA 17110.2990, (717) 234.8484' (800) 237.7328 Mailing Address: P,O, Box 67013, Harrisburg, PA 17106.7013' (717) 777.2100 (TOO) . (800) 472,1967 (TOO) SlW9lIodorIIy"'" Ll> 10 1100,000 by '" _ Ctodl ~ hj;,......." REV-lr.oo EX. (12-001 COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara A, Hoover Jolnllon.nl(o): NAME A Helen M, Hoover B Daniel J, Hoover c/o Helen M. Hoover C Mary Ann Long JolnUy-ownod property: SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS ~O S ?2nd Street Camp Hill, PA 17011 50 S, 22nd Street Camp Hill. PA 17055 607 Allenview Drive ~hanicsburg, PA 17055 I I FILE NUMBER RELATIONSHIP TO OECEDENT Daughter Son Daughter LETTER OATE DOlLAR VALUE OF ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S OECEDENT'S NO, JOINT OF ASSET ""INT. TENANT JOINT INTEREST 1 A 10/30/90 Harris Savings Account 44,796.86 50% 22,398,43 U04-50-002255 joint with decedent's daughter, Helen Hoover A 10/30/90 Interest on above item accrued 139,15 50% 69.57 as of decedent's death 2 B 12/29/94 Meridian Bank Certificate of 4,685.99 50% 2,342,99 Deposit U4615791318 joint w/decedent's son, Daniel J, Hoover B 12/29/94 Interest on above item accrued 33.50 50% 16,75 as of decedent's death 3 B 01/23/95 Meridian Bank Certificate of 4,203.64 50% 2,101. 82 Deposit U4618018578 joint w/decedent's son, Daniel J. Hoover B 01/23/95 Interest on above item accrued 13,94 50% 6.97 as of decedent's death 4 B 01/05/95 Meridian Bank Certificate of 6,247,06 50% 3,123.53 Deposit U4616515310 joint w/decedent's son, Daniel Total from continuation page(s) 9,017.48 TOTAL (Also onlor on Iino G. Rocapltulalionl $ 39,077,54 PA1S091 NTF 1:l16A CopyrIght FOI",s Sollw..', Only, 199.. Nitta, Inc. N94PAo'Jl (II molO spaco is "codod. Inson additional shools 01 sarno SilO.) Page 2 Estate of: I3i:Irbara A, lloover SCIIEDULE F' Jol.ntly-o..mcct Prop:lrty Dilte Dollar Value Item Joint Made Total Value Deed's of Decedent's No, Tent, Joint Description of Asset % Int, Interest -- 4 B Hoover B 01/05/95 Interest on above item accrued 31.10 50% 15,55 as of decedent's death 5 B 10/25/94 Dauphin Deposit Certificate of 9, 626. 62 50% 4,813.31 Deposit #8100394741 joint w/decedent's son, Daniel J. Hoover B 10/25/94 Interest on above item accrued 18.79 50% 9,39 as of decedent's death 6 C 04/03/89 CoreStates Bank Savings 6,943.00 50% 3,471.50 Account 115998016810 joint with decedent's daughter, Mary Ann Hoover Long C 04/03/89 Accrued interest on above 12.07 50% 6,03 account 7 C 06/22/90 CoreStates Bank Savings 793,35 50% 396.67 Account #5995007667 joint with decedent's daughter, Mary Ann Hoover Long C 06/22/90 Accrued interest on above 3.04 50% 1.52 account 8 C 04/03/89 CoreStates Bank Checking 606.76 50% 303,38 account #0059021982 joint with decedent's daughter, Mary Ann Hoover Long C 04/03/89 Accrued interest on above 0.26 50% 0.13 account TOI'AL. (Carry forward to main schedule) . , . , , . 9,017.48 ,-- D Dauphin Deposit Bank and Trust Company MAIN orneE 2'3 MARKET STREET. HARRlsnUAO. PENNSYLVANIA 17101 117 2~!..2121 Decedent Confirmation Name: Barbara A, Hoover Social Security No,: 280-22-9914 Date of Death (DOD): 02/09/96 Account No. 8100394733 8100394741 8100394768 ------------------------ ------------------------ ------------------------ Type Certificate of Deposit Certificate of Deposit Certificate of Deposit ------------------------ ------------------------ ------------------------ Date Opened or Issued 10/25/94 10/25/94 10/25/94 ------------------------ ------------------------ ------------------------ Date Closed or Matured 03/28/96 (Closed) 03/28/96 (Closed) 03/28/96 (Closed) Date of Death Balance $24,928,04 $9,626,62 $21,392,50 ------------------------ ------------------------ ------------------------ PLUS Date of Death Accrued Int, $48.66 $18,79 $41.76 Joint o.mers (if any) None Daniel J, Hoover or Karl V. Hoover or Date of Joint o.mership 10/25/94 10/25/94 Special COnrnents: N/A Add;t;onal information ava;lable at $:0.00 per hour. One hour minimum. Date Prepared: July 3, 1996 Prepared by: Cheryl A. Bowers Customer Management Information Dept, (CMI) Telephone No. (717) 255-2054 Page 1 of 2 Form 00-020-216 (REV 1/93) REV-l~lD EX . (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEOENT ESTATE OF SCHEDULE G TRANSFERS I PLEASE PRINT OR T'iPE FILE NUMBER Barbara A. Hoover THIS SCH, MUST BE COMPLETEO & FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES, DESCRIPTION OF PROPERT'i DECO, DOLLAR VALUE ITEM Includo nllfTlO 01 tho 1'011910100, IhOl. EXCLUSION TOTAL VALUE % OF DECEDENrS NO, rolationshlp 10 docndu"l. dato 01 Ironslor. OF ASSET INT, INTEREST 1 Dauphin Deposit Certificate of 3,000.00 8,603,46 100% 5,603,46 Deposit 118100900930 joint w/decedent's son, Daniel J, Hoover or;ened 5/25/95 Interest on above item accrued as 21. 99 100% 21. 99 of decedent's death 2 Meridian Bank Certificate of 9,432.47 100% 9,432,47 Deposit 114634849980 joint w/decedent's son, Daniel J, Hoover or;ened 7/20/95 Interest on above item accrued as 280. 07 100% 280.07 of decedent's death TOTAL (Also onlor on lino 7, Rocapilulation) $ 15,337.99 (II mala spaco is noodod, inSOf1 oddlUonol shools 01 same slzo.) PA1S1Dt NlF 1211A CapyflghtFo'ItlISotl.....". On I." 1994 Netto,lnc. NIJ4PAtOl R[V- UU U .,2-111 SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RET\JRN RESIDENT DECEDENT ESTATE OF FilE NUMBER Butbara A, ITEM NO, Jloover NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A, T ..oblo Boquosls: 1 Mary Ann Long 607 Allenview Drive Mechanicsburg. PA 17055 Daughter 21. 395.28 2 Helen M, Hoover 50 S 22nd Street Camp Hill. PA 17011 Duughter 39.684,05 3 K. Anthony Hoover 16 Anchorage Road Franklin. MA 02038 Son 17.216,05 4 Daniel J, Hoover c/o Helen M, Hoover 50 S. 22nd Street Camp Hill. PA 17055 Son 30.546,35 5 Paul B. Hoover 2010 Sarah Street Pittsburgh. PA 15203 Son 17.216,05 ITEM NO. AMOUNT OR SHARE OF ESTATE NAME ANO ADDRESS OF BENEFICIARY B, Ch,ulloblo and Govornmont" Boquost.: None TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (AI.o ontor on 1ino 13, Rocopilulotlonl (If more space Is needed, Insert addtUonal sheets of same size) s 0.00 PA15131 NTF lUOA CopyrlQht Forml 501l...,,'eOnly, 1'U4 NelcO,lnc, Nil4PA1]I " ; 'ARTHuiiM~F.ELI)~~'i~~~~t l~'~smm " o. ' NIWCl.t.lIOILNCl.PA 1707().1116 717.no.o:m FAX 717-77D-0389 .;-',:li!~:;r(~;; . "~~~;,~r.,~tr~i'.. . ,..,.~.,,~ ~~~' . ' ", (: W L L o F BAR BAR A A. HOD V E R I, BARBARA A, HOOVER, of E. Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Will and hereby revoke all prior Wills and Codicils made by me, 1. funeral be my death. direct that the expenses of my last illness and paid from my estate as soon as practicable after 2. My husband, Karl V, Hoover, and I are now joint owners of a home in East Pennsboro Township, Cumberland County, Pennsylvania, If my husband survives me and at my death our home is held in any manner which will not result in passage of full title to him by operation of law, I devise my entire interest in said home to him. 3, I give and bequeath to my husband, Karl V. Hoover, if he survives me, all furniture, clothing, jewelry, pictures, statuary, works of art, silver, plate, ornaments, bricabrac, tapestry, household goods or supplies, books, linen, china, glass, automobiles, trucks, trailers, horses, boats, and all implements, plants and tools that may be in or - upon our home at the time of my death, together with all policies of insurance thereon. If my said husband shall predecease me, then I give and bequeath all of said property to my children, who are alive at the time of my death, in equal shares. Should such children be unable to agree upon a division of said property, alternate choice of such items shal I be made by them until distribution is completed, my executor to represent minors in the division of such property, The first choice to be made by the oldest of my children, the next choice to be made by the neKt oldest of my children, and so on until distribution is completed. ~, I give, devise and bequeath all the rest of my property of whatsoever nature and wheresoever situate, including property over which I hold a power of appointment, to my husband, Karl V. Hoover, if he should survive me, S. In the event that my husband, Karl V. Hoover, shall predecease me, then I give, devise and bequeath all the rest of my property of whatsoever nature and wheresoever situate, including property over which I hold a power of appointment, outright to my issue per stirpes, except for that share that will go to m)' son Daniel Joseph Iloover, which share J give to Mary Ann lIoover to hold IN TRUST for Daniel in accordance with the following terms and conditions: (a) The Trustee shall payor apply such portion or portions of the income or principal, or both, to the use or for the benefit of my son Daniel as the Trustee in its discretion shal I determine. It is my intention that this trust shall be used for the benefit of Daniel in the same manner as I would have used it were I alive, that is with regard to the needs of Daniel, In addition to being used to meet the ordinary I iving expenses of Daniel, I would I ike the fund used to the extent that it is avai lable, for the expenses of serious illness, and for such other unusual or emergency needs as may seem proper to the Trustee. All undistributed accumulations of income shall be added to and become a part of the principal of this Trust. The Trustee is directed to take into consideration the amount that Daniel is able to earn for himself before expending Trust Funds. (b) When Daniel dies, this share shall be divided equally among my remaining issue per stirpes, (c) In the event that Mary Ann is unable or unwi II ing to ser\'e, then Helen M. Hoover shall be Trustee, 6, No interest of any beneficiary of my estate or any trust herein created shall be subject to anticipation or to pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his interest, either in income or principal, nor shall the interest of beneficiary be liable or subject in any manner while in the possession of the executor, trustee, or guardian for the liability of such beneficiary whether such liability arises from his debts, contracts, torts or engagements of any type. ~ 7. In the administration of my estate and any trusts herein created, my fiduciaries shall have the following powers, in addition to such powers as they may have by law: (a) To retain all or any part of my property, real or personal, in the form in which it may be at the time of my decease, including any business owned or controlled by me, or any closed corporation, partnership, or family enterprise in which I have an interest, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law, and to operate any such business as a sole proprietorship, partnership or corporation, (b) To invest and reinvest any funds held by them in any property, real or personal, even though such property would not be considered appropriate or legal for a fiducinq' ,.part trom this prO\'i5ion, it being m>' intention to give my fiducillriu5 tile same power of invu~lmcnl ilnd ruinvu5tmunt Wllich I would pO~SC55 if prc5unl and actinG. ( c ) To s e I I, con \"e >', ex c h a n I: e, P a I' tit ion, g i ve opt ion5 upon, or otherwi5e dispose ot anr property, real or ller50nal, at anr time held b>' them, at public or prh'atll sale or otherwise, tor cash or other consideration or on credil, and upon such terms and tor such price a5 ther may determine, (d) To borrow money tor any purpose in connection with the administration of my estate or the trusts created in this Wi II, to execulll promissory notes or other obligations tor amounts so borrowed, and to secure the payments ot such amounts by mortgages or pledge5 ot any property which may be included in my estate or the trust5 created in this Will, (e) amoun t s, upon such persons, advisable, To make loans, secured or unsecurl!d, in such such terms, at such rates ot interest, and to tirms or corporations as they may deem (t) , To renew or extend the time tor payment ot any obligation, secured or unsecured, payable to or by my estate or thd tru:;ts, tor as long a period or periods ot time and on such terms as they may determine, and to adjust, settle and arbitrate claims or demands in tavor at or against my estate or tbe trusts created in this Will, (g) In dividing or distributing any property, real or persDGul, included berein, to divide or distribute in casb, in kind, or partly in casb ilUJ partly in kind, as tbey may determine, and to that end allot spl!citic securities or other property or an undivided interest therein to any sbare Gr part. (b) To hold, manage, and develop any real estate which may be beld by tbem at any timl!, to mortgage any such property in such amounts and on such terms as they may deem advisable, to lease any sucb property for such term or terms, and upon such considerations and rentals as they may deem addsable, irrespedh'e of wbether the term of any sucb lease Shill I exceed the pl!rioJ permitted by law or the probable ;:eriod of retention in my estat" or in a trustj to make repili,"s, replacements and improvements, structural or otherwise, in connection with any such property, to abandon any such property which they may deem to be worthless or not ot sufficient value to warrant kl!epin~ or protecting, and to permit any such property to be IU5t by tax sale or other proceeding. (i) To employ such brokers, banks, custodians, investment counsel, ilttorneys, and other agents and to delegate to them such duties, rights and powers as they may . determine, and for nuch periodn an they think fit, (J) To reginter any nuch securities at any time in their own namen, in their own namen as fiduciaries or in the namen of nomineen, with or without indicating the trust character of the securi lien so registered, (k) With respect to any securities forming part of my estate or the trunts created in this Will, to vote upon any proponition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise, to vote at any such meeting; to Join or become a party to any reorganization, readjustment, merger, voting trust, consideration or exchange, and to deposit any such securities with any committee, depository, trustee or otherwine, and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof, (I) To determine, as to all sums of money and other things of value received by them whether and to what extent the same shall be deemed to be principal or income, and as to all charges and expenses paid by them, whether and to what extent the same shall be charged against principal or income. 8. I direct that all estate, inheri tance and succession taxes that may be assessed in consequence of my death, of whatsoever nature and by whatsoever Jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administrationi and all property includible in my taxable estate whether or not passing under this Will, shall be free and clear thereof, 9. If any legatee or devisee under this Will shall die within sixty (60) days after my death he shall be deemed to have predeceased me for all purposes under this Will. 10, I appoint my daughters, Helen M, Hoover, of Camp Hill, PennsYlvania and Mary Ann Hoover, of Mechanicsburg, Pennsylvania, as my executrice. If either is unable or unwilling to serve, then I appoint the other as my executrix. II. ~(y fiduciaries shall not be required to post bond for the faithful performance of their duties in any Jurisdiction. rr-hY" 1'/ auREAU OF INDIVIDUAL TAXES IN"RITAHCt. TAX DIVISION DEPT. Zll0601 HARAISIURO, PA 111ll.0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AHD ASSES~ENT OF TAX ElYSE E ROGERS 3401 N FRONT ST PO BOX 5950 HBG DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN PA 17110 01-28-97 HOOVER 02-09-96 21 96-0908 CUHBERLAND 101 Allount R..1tt.d Ii. *' n'.t~' III" III.'" BARBARA A HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV:is4"i"EX-AFP-fi2':96T"iioricEnOFniNHEiiii'ANcE-rAx-jipiiiiiiisE;lE"ii:r-;-ALDiiiANcE-iIR--n---------n-- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF HOOVER BARBARA A FILE NO. 21 96-090B ACN 101 DATE 01-28-97 TAX RETURN WAS: (X 1 ACCEPTED AS FILED I 1 CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I eat.t. (Schedule A 1 n) 2. Stock. ond Bond. (Schedul. OJ (21 3. Clos.ly Hald Stock/P.~tn.rshlp Int.r..t (Schedul. C) (31 4. Hartg.g../Not.. Racelvabla (Schedul. DJ (4) 5. Cash/Bank Deposits/Hilc. Parsonal Property (Schedule EJ IS) 6. Jointly Owned Property (Schedule fJ (6) 7. Transfars (Schadule G) (7) 8. Tot.l A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expanse./Ada. Costs/Hlsc. Expans.. (Schedul. HI (9) lD. D.bts/"ortuau. Llablllti.s/Liens (Schedul. II IlDI 11. Total Deductions 12. Net Valu. of Tax R.tu~n 13. Cha~itabl./GoYa~nnantal aequa.t. (Schedul. J) 14. N.t Value of E.tata Subjact to Tax ,DO 297.94 ,DO ,DO 85.629,31 39.077,54 15.337.99 181 14.285,00 ,DO llll 1121 1131 1141 NOTE: To in.u~. p~opar c~edit to your account, .ub.it the uppar portion of this fo~. with your tax pay..nt. 140.342,78 14.:>R~ nn 126.057,78 ,DO 126.057,78 If an assessment was issuod previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include tho total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A~t of Line 14 .t Spou.al ~ate (15) 16. A.ount of line 14 taxable at Lin..l/Cl... A ~.te (16) 17. A80unt of Line 14 taxable at Coll.taraI/Cl... a rat. (17) 18, Principal Tax Due NOTE: TAX CREDITS: PAY"ENT DATE 11-08-96 RECEIPT HU"OER AA146936 DISCOUNT 1'1 INTEREST (-I ,DO ,DO X ,00= 126.057,78 x,06= ,DO X ,15= 1181 A"DUNT PAID 7.563.47 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 7.563,47 .00 7.563,47 7.563.47 ,DO ,DO ,DO . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL OUE IS LESS THAN fl. NO PAY"ENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU "AY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIDNS,I R Ii ,,11 '9/ J:,:I 2t1 ~'I ::,7 Clc Ct:r, " :',/", RtSERVATJDHI E.tat.. of dK....h dying an or tM'or. o.cMber ll, 19U .. If any future Int.r..t In thli ..tat. Is tten'f.rred In po.....lon or ."JOYHnt to Cb.. . (coUat.,..1) """Ucl.,I.. of thtl dacladant aft.r tM ..plratlon of MY ..tat. for II'. or for y..r., the Co-.onw..lth hat.by '.Pt..,ly t".tv.. the right 10 appral.. and ...... tranl'.r l~rltenc. T.... at the lawful ct... . (col1"aral) rat. on any such lutur. lnt.r..t. PUlPOSE OF NOTICEt To fulfill IhIi requlr-.nts of Sec:t1on 214D of the Inherltencl Bnd E.tat. hlC Act, Act Z2 of 1991. 72 P.S. SKtlon lllto. PAYMENTt Detech IhIi top portion of thl. Hatle. and lubalt with your p.~."t to thl Ragl.tar of Will. printed on thl rav.r.. .Ide. uK_. check or aonly order payable tal REGISTER OF MILLS, AGENT All pay-.nt. r.calvld shall flr.t b, applllad to any lnt.r..t which .ay ba due with any r...I~r applied to t~ te.. REf1JrCD(CRh A nfund of . tex crMiIt, which .... not r~.tMi on t~ T.. Aaturn, aay bII reque.ted by c~latlng IIn "AppllClltlon for Rafund of Penn'Ylvanl. Inherltanca and E.tata Ta." (REV-lll1). application. .ra av.lllbla at the ef,lce of t~ Aeal.tar of Will', any of the Zl Aavenue District Offlc.., or by c.lllng the .~Ial Z'-hour an....rlna ..rvlce ~r. for for.. ordering: In Penn.ylvanl. 1.800-16Z.Z0~O, out.ld. Penn.ylvanl. and ..I thin local Harrl.burg ar.. Cl11) 181.8094, TDD. Cl1l) 71Z-ZZSZ (H.arlng 1~.lr.d Only). OBJECTIONS: Any party In Int.r..t not .atl.fl.d ..Ith the appr.I....nt, .Ilowanc. or dl..llowanc. of d.ductlon., or ......eent of tax Clncludlng dl.count or Int.r..t) a. shown on Ihl. Notlc. IU.t obj.ct wllhln .1.ly (60) day. of r.c.lpt of thh Notice bYI ....rltten prot..t to the Pi Depart-.nt of A.venue, Board of Appeal., Dept. Z8l0Zl, Harrl.burg, PA 11IZa.10Z1, OR ".Iectlon to h.ve the ..Ua,. det.r.lned at audit of the ltCCOU1t of the personal repr.....tetlv., OR ..appeal to the Orphan.' Court. AotUN ISTAATIVE CORRECTIONSI Factual error. dl.cov.red on thl. ......eent ahould bII addr".Mi In writing tOI PA Dep.rleent of A.venue, Bur.au of Indlvldu.l Tex.., ATTHI Po.t A.I..leent A.vl... Unit, Dept. Za0601, H.rrllburg, Pi l71Za-0601 PhoM (717) 181-6505. S.. pege 5 of the bookl.t "In.tructlon. for Inherltanc. Ta. A.turn for a Auldlnt Decldetlt.. (REV.l~OlJ for an ,.planatlon of adIIlnhtratlv.ty correct8bl. errors. DISC(Un: If IInY tex due I. peld within thr.. (1) c.lend.r ~th. .ft.r the decldent'. d..th, a flv. percent (5~1 dllcount of the tax p.ld hallowed. PEHAL TVI The 15% tex __.ty non.partlclpatlon penalty II coeputld on the total of the tex IInd Intar..t a.....Id, and not p.ld bIIfora Janu.ry la, 1996, the fl,..t day .ft.r the end of the t.. BInIsty period. This non.partlclp.tlon penalty II appealable In the I'" IlIIWMr and In the the .... U.. period a. YOU would apfNal the tax and Internt that has ~en ......ed a. Indlc.ted on this notlc.. INTEREST I Inter..t h chflrged beglmlng ..lth first day of delinquency, or nine (9) IN)f'jthl and one (lJ day frOll the data of dMtn, to the data of P'YMnt. Texu which bIe8M cMUnquant before January 1, 198Z beer Interllt at the r.t. of .he (6XI percent per .,..".. calwlated at a dally rat. of .000IM. All tau. which bee.. cMllnquant on and after January 1, 19aZ will bIIar Int.r..t at a r.t. which will vary frOll calendar y..r to calendar y.ar with that rat. announced by the PA Daparteent of A.venue. The appllcabl. Int.r..t r.t.. for 198Z through 1997 .r" !!!!; Inllrllt Rat, Dally Inter..t f&eto,. !!!! Inter..t Jtat. Cally Inter..t FltCtor aaz ZO~ .000548 19117 'X .00GZ47 19U lOX .ooo~sa 19aa.l99l It:( .000101 19.. llX .000101 ,.., 'X . GOOZU I'U UX .000156 1991.llJ4M IX .OOOI9Z I'" I'X .000Z1~ 1995.1997 'X .000Z47 ....Inter..t II celculated .. followll INTEREST = BALANCE OF TAX UNPAID X HUKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR uAny Notice Islued aft.r the tax blCo.. dallnquant will reflect an Inlar..t calwl.Uon to '1ft.." CIS) day. beyond the det. of the ......lNnt. If p.yeant Is .ada .ft.r the Int.,...t cOllPUtatlon det. shown on the Notice, addlttonal Interllt ...t tM calculated.