HomeMy WebLinkAbout97-00011
"-
.....
.
....
0
!
. .e
0
z tit
u.a
~
No. _____ll - q1 .=....11___.._.
Estate of
John II. Hoover
___. Deceased
DECREE OF PROnATE AND GRANT OF LETTERS
AND NOW ._._.,----'lA~Ui\ln 7,-_~ ,. ......_ 19,~Lh' in consideration of the petition on
the reverse side hereof, sullsfactory plOof having been presented before ,Ille,
IT IS DECREED Ihat the inSlrUlllent(s) (:lIlelL..'!~n~..,.J....L9~7 '. ..._.._________
described therein be admllled to probate and filed of record us the last will of ____
John H. Hoover
aud Letters __Testal1)_~nT~!i=:'.=~=:'~-=====..'~::==__,
arc htreby granted to _.._lktU'.JY,!lli:lll..llll.cJJ"reda Blesslng~____.
FEES
Probate, Letters, Ete, """',' L.11Jl.llQ..
Short Certil'lcalcs(3 ) , , , , , , , , ,,$ 9,00
Renunciation """""."", $ . 0
~c~ages ____ $~~
TOTAL __ $--&Il~
Filed '" ,,~~~~,~~y, 7.", 19~7""""""
7Jr~ku?ll1 ;{2~e(L,IJ1J?(~ ~/'
{ Rcgj~lcr of Wills l.. U
MARY CLEWIS
Frey and Tiley
by Robert M. Frey, EsqUire [Q.2.2.14
^TTORNEY (Slip, CI. I.D, No,)
5 S. Hanover St., Carlisle, PA 17013
AIlIlRl;SS
717-243-5838
PHONE
in \d :0
It> :Dg'
~ -, (,j',
.~ ~. 'D'l
Cl' "; (f" C
(C" 0 "
U
! , C";l '.Ii (~ \
W
-' "
(.
.fl .. " ;2: ,
, !))
~ ) N vi'
1$1'. Ui ()
;4 -
N
Called attorney on 1-7-97
co "3~
.....
'0 " '~ r
(:1 N
(\) 0.- 0
,.~. I..;'
-.) ""..
:.(,.. ~ 'n
, " ,
\..' ., "
I.) ~
~l!._~ ;1')
i",J ,,' ,0,9
o'~i) "a
(,) (ll p; ~' .
~u:
"
" 1S.~ co
T':' '5!l:
N -0::
o.l~ Q
tl 0...' t) ri
H_ ",,,"
;t~, 'e, lj" 0
'~' '.l
'6,.. ~ '0
Q..\ t~1 ~ 1
~JF!
a,: 1 Pi A
,
~
1>4
~
<
~
~
o
Z
'<ll
0-'1
==
::c:
~
<
0-'1
~
o
P::
g:
o
o
:t1
ill
z
:t1
o
~
l'-.
~
~,
'"
,
,
~
~ ~ = ~
f ~ E ~
z If e z
~ ~ i ~
* ~ :I: ~
a~i~
"' ~
~
J.
~
1
LAST WlI,L AND 'rES'I'AMENT or
.JOIIN H. HOOVEIl
I, JOHN II. HOOVER, widower, of Monroe Township, (mailing addl'oss: 1236 York
Road, Mechllnicsburg, PA 170f,fJ), Cumber'land County, Pennsylvania, being of sound and
disposing mind, memory and understanding', do hel'eby make, publish and declare this as
and for my tast Will and '('estament, hel'cby I'evoldng and making void Hny and all Wills
by me at any timo hm'etofol'e made.
I, I direct my hm'elnaftcl' named Executrices to pay all of my just debts and funel'al
expenses as soon after my death as may be found convenient to do so,
2. I give to illY fl'lend, 11I'ad E. Wolf', of 22 l3eech Stl'eet, Cal'lisle, P A 17013, the
right 01' privilege to pUl'chase illY house IInd lot of ground at 1240 York Road at the value
at which It I!J apPl'fllsed pf'ovidod he shall notify my Executl'lces In wl'ltlng within thirty
GO) days of thell' notification to him of the apPl'lllsed value, and he shall then have an additional
thil'ty (30) days within which tll1le to completc scttlemcnt. I dlrcct my hOl'elnaftcl'-named
Executl'lces to procecd ns pl'omptly ns they I'cnsonably cnn to obtain n competent appraisal
of sold I'cal cstate and to then notify Bl'ad E. WoIf In wl'iting of the tel'ms and conditions
for his "'ght to purchase same. In the event he should decline to purchase same on the
terms and conditions offered, then my Executl'lccs shall procced to sell said house and
lot of gl'ound to any othcl' pel'son but the sold Brnd E. Wolf shall have thc I'ight to pUl'chase
same within thll'ty (30) days of Wl'ltten notification on the same terms and conditions as
ore acceptable to my Executrices for a sn!c of said housc and lot of gl'ound to any third
person, but should the said Brad E. WoIf decline to purchase same, then his I'lght to do so shall
be eompletcly cxtlnguished unless the pl'opased salc to such third person Is not completed,
in which case the right to pUl'chase In Brad E, Wolf shall continue as abovo set forth.
3. All of the I'cst, f'esiduc and rCl1lalndel' of my Estate, f'cal, pCl'sonal and mixed,
and wheresocvcl' the samc may bo sltuatc, [ glvc, dcvlsc and bequcath as follows: one-third
(t /3) to my step-daughtm', Botty Weiglc, of 5] 5 [,el'cw Road, Cal'lisle, P A 17013, pl'ovlded
she shull survive mc by a pCl'lod of ninty (nO) days, but should shc fail to so sUl'vive me,
then the share she would have I'oceived shull pass to such of hol' issue as shall survive me
by a period of ninety (90) days, pOi' stirpes; and the remaining two-thll'ds (2/3) to my daughter,
Page 1 of 2 pages
N tj~
'0 \0
.iI.! N :,';~ .
l1~r~ Cl.. ,) 0
.~-.;,' ;.,.. , 0
;:f',', ... ~ \
I> ~ ,
\'-'I ,,1
(V iI' is
.,.... 'J)
~J '.'j
.5 'Ci, ,()
~ Q> ~ ~a
a:::
0:
f ..
~-~~~
,.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
JOHN H. HOOVER
December 24, 1996
Name of Decedent:
Will No.
Admin. No.
21-97-11
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 estate on
January 16, 1997
N~
Address
----
Brad E. Wolf, 314 Bonnybrook Road, Carlisle, P A 17013
Betty Weigle, 515 Lerew Road, Carlisle, PA 17013
Freda Blessing, 232 Baltimore Street, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except. no exceptions
Date: January 16,1997
J-_ \\' ~ /V\ ~7-, il41" ~', ^A "
L.:.":>-"-'~' " ','" i (..', '<:o,,'{;.q ,.J, """)
Signature , (') . ' ,
- (
Name '. Robert M. Frey -....
N c:rt
- If) -,
0 ~ (""I " .
\ ,
. 0. '~-:l
,
"."
-0 , ,
....
" 2
h
L.' -:> '_'J
g~i;) ,', ,q
ro- ~a
wa; I"
a:
Address
5 South Hanover Street
Carlisle, Pa 17013
Telephone.L71 ~ 243-5838
CapacitYI_
Personal Representative
~__ Counsel for personal
representative
RI v I ~O() I ~ ~ 1I'1.\1
1\~:t~}<I
"~}~/Q#
Ii)
I J) !
j
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR OATIS OF DEATH AnER 12/31/91 CHECK HERE
IF A SPOUSAL
POVERty CREDIT IS CLAIMED I
FILE NUMBER
2H17-11
(OMMONW[AI r~t Of PINN5Vl VA~~IA
()(f'AKTMlNT Of RrVINU(
DfilT 200601
.~!:'-_R_~I_~BUR.a.: ,~!" 1?_Ull:~60 I ,,_
.---.....--. DlCE[lINI'$ NAMI'~.'fiRSr^t~Cl MI01ilTTiJiiT;;l'j
HOOVER, JOliN II.
~
:.c.- en
'"'f'"
~fg
'"'!!1m
.11-
wZ
..w
..'"
.,Z
'"'Ii!
16,
17,
Z
.,
E 18,
~ 19,
Ii
.,
'"'
S 20,
i~'~~'~~U~;'~~U:'i' " ' r~l;/;~';~~) I~;'I ';;~';:'
.. '" '"'''''''''..',,''''''' ..,,,,,, ; ,,,., '"'' '.."" uw .""" , "",.." ['OUA' '''-"Oil' rWM'"
r~1 I. Original Return ! ] 2 Supplomen!ol Rolurn
[I 4. limlled Ellole [ 1 110. Futuro Intoresl CompromIse
(lor dales of dealh after 12.12.82)
[~ 6. Decedent Died Tellale r J 7, Decadenl Maintoined a Living Tru~1
IAlloch copy of Willi IAlloch copy of T IUIII
ALL CORRESPONDENCE AND CONFlllENTIAL TAX INFORMATIONStlOULD BE DIRECTED TO~u
NAM' Frey a~d -;riJey ...-----'..u...~JCOM~Es:\i'i~~;;~~"~treet--
i,iIPHONn.i:ji.iBf.-' .,.-.. ... --.. -.. Carlislc, PA 17013
-[._..'!17J_,,=_,~1,~~-:,~~:ih..~..~. _=,'= .,~~,..,~ ~~... ...'..mO.... .=_,=~...~.. ~"'=,~~,==,===~='
I. Rool E"orolSchodulo A) (II. 221,300..,..00......
2, Stoc" and 80od. [Schod,le 6) (2 I 2.8.6, 2~9.',41
3, Clo.ely Hold SIock/Portne"hlp Intero,' (Schedulo CI ( 0 )
4. Morlgagel and Notes Receivable (Schedule Dl (4 )
5. Cash, Bank DepOSIts & M.llcellaMous Pf'rlonol Properly (5)
ISchedule EI
6. Joinlly Owned Properly (Schedule F)
7, Tronsfe" (Schedulo O}(Schedulo L)
8. Total Groll Anall (totalllne$ 1.7)
9. Funeral Expeme$, Admlnistrolive Cosls, Mj$Cellaneou~
hpenses ISchedule H)
10. Dobts, Morlgage lIabililies, Lienl (Schedule I)
11, T otol Oeducllons (10101 Lines 9 & 10j
12. Net Value of estale (Line 8 minu~ line 11)
13,
14,
15,
I-
ffi
Iii
frl
'"
Z
.,
;:
:5
E
..
'"
frl
..
CharItable and Governmental Bequests (Schedule Jj
Net Value Sublec!.~~.{lIne 12 m~~~,_~ine 13;
Spousal Tronsfers (for datel of death aher 6.30.941
See Inltrucllonl for Appllcoble Percentage on Rev8ne
SIde. (Indude values from Schedule K or Schodule M.l
Amount af line 14 IOl<;oble 01 6% role
(Include values from Schedule K or Schedule M.l
Amount of Une 14 taxable at 15% role
(Include voluel from Schedule K or Schedulo M,l
Principal lox due (Add lax from lines 15, 16 ond 17.)
(redlll Spousal POYUrly C~Odil ... 3~j,06 5~~otf's +
jCOUNlY CODl
ii!r-{ciriv.-.;-(tlMPtTiIA[-ifiIli--V;-
YfAR
NUMBfR
J 23H YOl'k Hood
Mechunicsburg, PA 17055
c""" Cumberland
fAMOU'" ..iliYED I"f I>iII.uci,ONIt
[.. J 3. Remainder Return
(for dotOl of death prior 10 12.13.82)
k"J 5, Foderal Estate Tax Rolurn Required
1__.8. Totol Number 0/ Safe Deposil Boxe,
._~- .'..--
117,1}4.85__
16}
ill
684,724.26
19}_
, .4 ?,l!!!t.J.L.._,
(a)
1101
43,796.31
(11) _____,_.
(12) .,......._,...JHQ.J)27.,9.5 ,__
113)___,___
114)
640, ~.27 ..95
(15) _..
.. ..,.~..____.~_..___x,_
=
(16)
640 927.95
.... /'''--'
x .06 =
,.... 38/~_55.67
(171
_..X .'15 =
[18)
I ?8'~4~60
lnleroit
36,480.00
119}
(20)
If line 19 il grealer Ihon Lille lA, enter Ihe dif/er(lnce on line 20. This is the OVf.RPAYMENT.
m[]
Chl:lcle hero If you (lrO roquosting a rofund 0' your overpayment.
21. If line 18 is grooter lhClIl Lif'10 19, entor lho differonco on Uno 2\, This is lho TAX DUE.
A, Enter Iho inloresl on lho balonco due on Llno 2lA
1211
(2IA)
(218)
1,975.67
.97
1,076.64
e, Enter the tola! of lino 21 und 21A on lirl(> 21B, Th'ls is dlO BALANCE DUE,
..Malee. Chetk_ Payable to; Rflghter of Wilh, Agent
OA'it
Sept. ~'Ii
o It, I! --
1997
----.- ---.n~).-nIlESlJRETOANSWER ALL QUESTIONS ON REVERSE SIDE ANOioRECHECiCMATH ":;.c-~m_.
~~dor pe~i~;rp;;T~;~y,-I~j~:c'I~~o--t~1 t ~~~ ~~min'od -!jli~ ((llurn, inci~ding-~l~(O~p(lrlyi'ng' ~~-h~d~~~-~~~t;;;nt~, Clnd 10 !ha bnil of my kno~T~'d'~~~~fbeli~l,
II 1$ true, corretl and complelo, I doclore lhol 011 Hhll /'~In!o hm b(>(>n rt'p:Hlorf 01 trul' n'wkC't yoluf' Decimation of preparer other lhan Iho porwnal ropresonlcl1ivo i1
bo.'e.~..?_n..~I.i__i_~~~~_m(:l!_i_~~ _o~_whkh propnror hns (Jny knowlodfll!
~IGNAWIH or PfR50N Ilf!lI'}N~la,lr"f(}R flllw', ~f1LJR~j t.[\r'~I~,'.
J. /"/1" li, II, J,"" 232 IV. Baltimore St., Carlisle, PA 17013
~l'-NAllJRI Of rR!I'^~ OlHfl! III...j~ III 1'111 5~9r,.riYI ....\)11111 ',',
V<'M,-< I...., ~7, ^l
[, S, IInnovcl' st., em'lislc, P A 17013
Sept.
199'1
Rl Y I ',OJ r~ t P} U~I
,,~"~v9(\
....fi!N.v...
COMMONWEAltH OF ~lNNSYlVM~IA
INHER:llANC~ TAX IHlURt~
R['SIt1El'/l DEC(OENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
JOliN II. 1I00VER
21-97-11
IPrapertv lolrHlv-owntd with Rig'" of Survivorship mUlt b. dhclo..d on Schedulo Fl All rool ..tate .hould b, reported at fair mark.t value
which II d.flned a. the prlc. at which prC/perty would bo exchanged betweon (I willing buvor and a willing .ell,r, nelth.r being compell.d
f~_ b.~_~ 0_' ..11,' both havlng_rea.onable knowledge of tho relevant fach.
ITEM
NUMBER
DESCRIPTION
I.
ALL TIlAT CEI{TA I N parcel of mounlain land situate on the hig flat HI Southampton
Township, Cumberland COUllty, Pl'lll1!'ylvllllia, bounded Hlld descrihed in accordance with Draft
of Survey Illude by T D, Biclscll ill MayoI' 1959, a copy of which is aUilclll'd herein and
incorporalcdhcrcin by reference, as follows:
BEG INN [NG at il point, formerly stolle!'> alld concrete post, at corner of lands formerly of
John Coffey, later of Ed Walters, sldllnlerof Clever nnd now or formerly of George R, Burns;
thence from said point at the Place of Beginning nlong line of land no\\' of State Focest of the
Commonwealth of Pennsylvania, North 38 degrees West l\ distance of 75 perches, crossing bt)fl1
the old and new roadbeds of Three Turn Road, to stones, formerly stones lIlld concrl.~lc post;
thence by llne of land formerly of Ur,orgc Clever and now or formerly of the Stale Foresl of Iht~
Commonwealth of Pennsylvania, North 49 degrees 15 minutes East II dIstance of 92 pef(.:ht~s to
stones, fonnedy stones and concrete post; lhelll~c still by line of said land formerly of Cll~ver and
now or formerly of Ihe 51;lIe Foresl of Ihe Conullonwellllh of I'ennsylvllnill, Snulh 67 degrees 55
millu'tcs East a distallccof 85,05 perches to a point on the \\'l'."itern Ilneof Sll'OhlllS' Ht)Jlow Road,
formerly II concrctcposl, which public road lcadsto Lel',~blJrg: thence hy said puhllc road knowll
as Strohms' Hollow Road, SOlllh 01 degree 45 minutes West a distance of 2 perches to II point,
formerly a concrete pOSI, at corner of lands forlllcrly llf Louis H. Hawthorne und now or formcrly
of W. B, Melnhal1; thence along line of said land now or formerly of W. IJ, Meinhart, Soulh 50
degrees 15 minutes West crossing said Three Turn Rand II di~tance of 131.2 perches to a point al
Ihe Place of BEGINNING,
TIIERE [S exeepled from Ihc above-described lraet or land Ihe Iracl or land which Jnhn H,
Hool'er and wife, by deed daled April29, 1960, and recorded April ,10, 1960, in Ih, Office or Ihe
Recorder of Deeds in and for CUlllberland Counly <11 Carlisle, Pennsyll'nnill, in Deed Book "lJ",
Volullle 19, Page 143, granled and conl'eyed 10 Rohert A, Weigle and Belly K, Weigle, ilushnnd
and wife, which contams approximlltcly 14.1 perches.
THE 'VITIIIN.conveycd trael of land as above described contained approxillllllcly 52 lI\:I'CS
90 perches from which the tract of land nbove-rnentioncd which was cOllveyed tu Robert' A,
Weigle and wife shollld be deducted leaving II nct are;\ cOllvcyt'd herein of 51 ncJ'l~s 106 perches,
more or less.
I
,
I
I:
,
THE WITHIN.eonveyed Iracl of land is Ihe major portion of Ihe Iracl of land which liw
Commissioners of Cumberland Coullty, Pcnnsylvanin, by deed dated January 23, 1,943, and
reoorded In the Ornee of the Recorder of Deeds i1l nnd for C\lIllberland Counly al Carlisle,
Pennsylvania, in Dced Book "X", Volume 14, I'lIgl' 292, granled and conveyed I'" John II,
Hoover,
THE SAID John II. Ilouver l'onveYl'cl the said larger lract of land as Tmcl No.2 in dcc(1
daled January 30, 1952, and recorded in said Recorder's Office in Dt'ed Book ,"V", Volume 14,
Page 360, 10'John H, Hoover and Elsie K, lIoovcr.
TilE SAID Elsie K, Iloovcr lwving died on JUlIC, 5, 191i2, titlelo the same J'l'll1alllcd \'l~stcd
by operation of law solely in her slIrviving SpOilS!.', John H. Ilo()\'cr, whosc Executrices nre tlw
Grunters herein,
I~'OR EAIU,IER deed, S{~l.' dl~cd frolll Joseph II, Mowcrs und Julia,A. MnWl.'IS, hushund
and WIfe. daled December J 3, 1 <;23, line! rccorded Deccmher 15, 1923, ill said Recorder's orncr
to LOllis H. Hu\\'thornc, for thc larger tract of land above.dcscribed containing 52 llores ~()
!Jorehes, The said Louis II, lIawlhorne \l'aS of Ihe Cily of Newenslle in Lawrence County,
lennsylvnnia, nnd is llnd~rstood to have held tllle to the same- for the benefit of New Castle HUllt
Club,
Sale price: $70,000.00
TOT At (Also onlor on lino 1, Rocapirulation)
VALUE AT DATE
OF DEATH
70,000.00
s
70,000.00
[l -i '~'~:l~i:-'- ----- ~;'~'l;~~;~;;;;'~"" "-;;Jl'I"""",j:;([i""T'~~;;,;;~1~"'er".<;O:I~"'YEj!iK':::1Iil-'JO~ngo~ill;ivlul;;o~~~_.==-51l!J NO_'~J'
( ) ~ Conv 1If11f'lr; CO!lO tiumhar
( )~, VA.
&.C'mv.lrli
G. fhlt 101m 1,lurnllh,d to give you a Ital,menl ollClulllultlllm.thl ootla Amounts p>lld to "'A;j(jt;';ii;GjiiiiiOiii6nTiig;;;l'liO"&j;;j;;;i-iillril5 rOlukod '(p 0 C)' wall! paul O~jl&l<1Q or -
............J!.I!clo.lno;thllvIU'.hownh.rlllollllromlllllon.IPurooslloalLtl llhl Mllncludod In tho IOIIlIB _._~_.____.____.~
o NI./Tlot Ind Mdr.u ol8olttlwef ( NMl6l1nd Address 01 liQllol
Donald A. Na~e.h.n
Qr.go~ Lee a.ller
21g Mooredal. Road
Carlial., Pann.ylv.ni.
1'1013
I.tat. of John II. Iloover
8y, Bltty Wligl. and Fcad<< 81...in~
5 Soutb Hanovar' Street
Cftrlial., FA 17013
..!.!.tL
o Property LocaUon
Land on 8tro!uA'. Bollow l\oad , 'l'hr.. Turn ROld
Southampton Town.hiPI Cumberland COlmty
F N'lM Ind Add/"I of ltodf,
H Se!Ier'.S4ltlemenl,4,gen!
'rey ~ Tiley Law Office
S South Hanover St.
Cerli.le, ~A 17013
Olll1ll1monlOall1 Plewo/Settlemonl
Septembe:l; 12, 19!J7 5 South lI&nover Street
carli.l.1 PA 17013
TIN :U..1633810
.L.SUMMARy' OF BORROWER'S TRANSACTION
K. SUMMARY.Qf...$.illI(R'S TRANSACTION
100ilni"~~~),,..,.....\:;
\01 COn1tac:tl4le.pnce
102 reraonalproperty
103 Sel1lolOOnl chargea from (line 1400)
'04
!O5
"."i';)';
400 f~*..A~~TOOotl.,
70,000.00 401 ConlllclS41eaprlca
402 Persot'llllptoperty
973.50 403
.04
405
70,,000.00
Adjustmenls for 118rrlS paid by B811611n /l(fv'nce'
AdIVSIT11dn/5/mllemsPill(}bYS8lltJ/lrllldvllnce
106 CilyfloWf1luefl9/12!97 1011>131/117 7.n
107 COUfllylll!CO$
10. A&seumafll$
'00
110 SchOOlta_ea9/1'2197 1061301'98 97.90
11,
112
,,. aro.. Amounl Duo From Borrower 71,078.83
=====l:lIl:l:ll:ll'l===l'ID
406 Cllyflown l&xell 9/12197
407 CounlylaJ(es
408 Asseasmenls
'"
"10 &:hOOllaxOIl9/12197
'"
'"
"20 Oro.. Amoont Out 10 Beller
1012/31/97
7.43
106130198
97.90
70,105.33
200 ff:' ' ~"RfJ'~,~~:~~1;fd:l~lfi~'>
20 1 D.pos~ 0' earn.a! money
202 Prlnclpalenloun!ofnowlotn(l)
200 EJdllllogIoHn(6) l&ll,naublecllo
,..
'05
206
'07
'06
'"
500 lfl~!i9<Io,~~~ili"I':i~~!!,f{;;i"i ."
501 EKeeiS doposll (1M IM!l\IClfona)
602 Sl)lUemenlchaloell 10 uller CUne HOO)
603 ExI$UflQ lOan(l) laken aubjellllo
bOo1 PeyofloiflltllnO"Odgtloarl
606 PftyoffofaecondnlO"gaoelollrl
''''
507 E.crow for OUhh Title
"8
OD'
l'Il:IallCl'II:IU======1ll11
700.00
U,40S.33
AdjvJtments lor Items lJpa/d by 88/IQr
210 CltytloWf11uea1/1191 109/12/91
211 CounlyllXll$
212 MsUa$lTlenlll
'"
21~ Schoolla~e. 7/1197 109/12197
"5
'"
'"
'"
'"
220 Tol.al P.k:t By"'or Borrow.,
AdlvstffiOnl,9 (or 1t1l/1l!/ vpllld by sollel
510 CilyflownlAX&ll1/1197 109/12197
611 Counlyla_lls
612 A.uelsmenla
'"
6\4 S<:hoOltaxU,7/1197 109/12/97
'"
5"
511
'"
'"
0.00 520 To~l Roducllon. 10 Am! D~ Saller
70',10!s' 33
300 #Mh'.\i'~'~~iIittMI[~Y;{\}t~i'i >~ -,
301 Oro" amounl dut horn borlowe, (line 120)
302 llllll .mounta p.ld byl10r borrower (/Iom line 220)
303 C..h (l() From ( ) To Borrower
===11====1111=====
I, 711078.83
~hOO
711078.83
6OOI:q.Ie"~i~lr~,ltllft,' ',',
601 GrolS amount 10 selle/from (lino ~20)
602 L'UI$duCIlOnlllnllmouflldu8811II,r(lromllllo!,20)
1103 C"h( 1 From (X) To S.II.r
..==."'..=..a:=......==
"'~=U..C....=QII..==..
70,105.33
70 105.33
0.00
......=1<1===..."'........
[t';~..~otUI S.Ii&ii'irok'ii"ri,'comm:'b,,'od'oii'ptici,i
p,\'''II,'f1 ,\ll\~I~"iH"'''(II",, !,',ll IH 1.,,1.'1"
l. S!-T'l.lM[NT CtlAnOlS
10,000.00
!-!lItH I f!JI Ondflunllul'
" .
lOl
/(',1
!03
1[)~ COllwl~Mjon pUll! III SQ!tldfTllWI
"
"
IO!i
a;O'lt,niapaYlbl.In Conneo.lon With LOlnt.'
lMor1g.g. Ami: 0.(0) 101111 r.hllfllllg.I,lnnBOIItHOIlllh 1111
801 t.OllnOriglnlltlonfull .00 "
602 loan {)ltcounl .00 %
803 Apprlllaalfee 10
004 Cllljl!nOpO(! 10
80!il.IIMII(ell\spoC!lonf'ee 1(1
800 MOflllllgo InIlUfM\CO Appllcl\llon f IHI 10
am A5.'1un"tlonFao 10
f100 Tal\: Servi08 Contract to
809 Flood. Certifioation fee to
[no OOOWMInt preparation fee to
811 to
iooQ'II~'lJoqul~ By l.In!lor'fo,B. P,ld InA~V.!iq'fJ.~"';M'&\~'i:' .iWill~;":;;"i~\l'!'i
IlOl 10tofeslFfom 1:l-Sep"97 to , 0.00000
902 Mvrtllll\lelnsUlancePlomhJOllor
003 HUllfdll\swoncef'fe[l',>umlor
""
905
loooR...M11 Oo..oall8<l Wllh Lendarl
months 10
YO/lf610
years 10
,TOoIR........ "","'001 _.1i1~'
\00\ HiIllI:dlnsufonr.a
1002 MOflgngolnsurnnce
l003Cllypfopeltylues
\004 County prOPf;lrty1tlll~s
1005 Annualas,iOssmonts
'006
I007Schooltaxn
1008 Aggregat:fI Settlu.ent
il100 TIll. Qhaiil..:'
1101 Set110mefllorclolllngtee
1102 AbslfllC!ofllUel6arch
\103T!1IoexamiflaII0(1
tl04TlUolf\8urallCoblndor
1105 Pocufn(tnlprepefl\llon
1106 NOlllfyleos
1107 AtlomeY'6leo8
{lOcludeSllbo\lellelilSnumbel8
l1tlOTilllllnsurance
(lOcludeSllbo\lOltemsnumb(jf6:
1\09 LendersCo\lerage
11100wnemCoverall8
1111
n"" .
mo, .
mo., .
mo, .
,,~, .
mo., ,
mo., .
"
"
"
"
"
"
" .
'0
.
.
$'.10
$10."
Prey and. Tiley
\11<1
\\13
,,,,oo'Oovarnm.nl R..ordlng,nd Trene'" Q~lrglll'
\201 Recordlngleos DOe(! $23,50
1202 Cltylcountyfslamps; Deed $'100.00
1203 Slatstso/stampA Deed $100.00
12CJ4
1205
'30(1 Addlllona' Stllll",'"l Charg,,,
1301 Survuy to
1302Peslln~~1ion 10
l:ln3 CurrenlTaxe6l!ulllromU<,)uoworlSellur
1304
1305
1:100
1~CJ1
14"" TOla.IIl1!U~,",nl Ch.rg.a ('~llronlln.. 103, StcUon J .n~ 602,,,",,lIon I<)
,~p_;":,~i~ '
MOr1{1l1go;$
MOr\gllglj;$
Mortgege:$
0,1)0
'In!lIr;'I",I,;,IIO;)',"
porday.
pOfmonth
POI month
pormonlh
per month
pflrmClt\l!1
pot month
pOfmon1h
Mlt_'"
Role/l909 $
P_ldfrtJlll
UO!fllwer'.
Fund'al
f111J!Lomonl
0.00
O.C,lQ
\ p.o,e.
0.00
0.00
0.00
:150.00
:;l,l, 50
100.00
j;il'llIrl.' ,
l'IlWf!u!1I 10<;
51l1181"
fund'lt /[,1
.~,l!.!UIl,mlllll !II;'
11n
104
1O~
""
1l0\
802
nOJ
00'1
80~
''''
607
8'JB
809
""
,,,
000
901
601
003
90.,
60S
1000
1001
l00~
1003
1004
1005
1000
'007
1006
1100
1101
tIll:?
1\03
1100\
1105
1106
P.O.C. 1\07
\lOB
1109
1110
1111
1\12
11\3
''''''
1201
120~
700.00 1203
1204
\205
''''''
1301
1302
1303
1304
1305
1300
1301
973.50 '100.001400
~'".'~~~.""''' ~"'''c.L'''~n''~,,,~~''~
Do<
gh~i~
HH ~~j;l 0
S'
~!~; :oJ
v
a
.... III
~ ~ Do< ... $~t
H 0 .
N I> ",.04
'" ~"l.~ i
N
,
.... .~ IW
1>.j.J." I><
I<l .:i <J III
~~ III ~ 11
t ~ ~~,
l"i ~'tl
~ ~fi~ .~ ~ 0 ~
HI~i~ 0 t',~ ~ ~
N 11 ~ ~ ~
~ r:l j;l . ~HH<':>
'"
M
1 1 1 1
~!5
~ ~.~.~'~
"'!j Do<
W~Do<O~ ....
E ;~j;l '"
.
'"
.... .j.J
N III III III
, t Olin
....
v ~' U III
;1"1. . .0"1 4J
'" I> '" 11
'1"/ id.I"4'"
.j.JlIl.j.J
8 f!l ~ ~.
III .j.J III :.
III U 11 U
III ~ III
~mm."S'
.j.J 0 a'"
o '" U I>
~ .j.J 11 ~ '"
'" l.:1l1lH"'1Il
Q\ 1 1
1 1 1 1
Q\
~ N ~!:l~~lIl
1
....
iZl ...
...
~ .. III
III I III
8 ~
III
... 01 tlI
III U ~ III S
~ H'f"i l:ri.
. .>< S .><
III fl U . U
~ i Ill'" I> III
l ." El ." '" El
iJ: IIllll
0
":1 ~ tlIH "'.04 III
R III 2i 0 III
:Q 11 0 III
... o .Q 11
0 i U V) !1i U) 'M
.... IV ~ ~ Vl II)
'" e III III III P
1 "'Ill"''''
N '"
'" ... ;
,. II) 1 1 1 1 1
1
N II) 8u~IIlU
II) ...
H .,. '" "'1<1
SCHEIlULE II
FUNEItAL EXPENSES,
ADMINISTI{ATIVE COSTS ANIl
MISCELLANEOUS EXPENSES
P ACl E 2
ESTATE OF
ITEM
NUMBER
JOHN H. HOOVER
FILE NUMBER 21-97-11
AMOUN1'
DESCRIPTION
Diversified Appraisal Sm'viccs, I'oal ostato appraisals
Internal Revenue Service, balance 1996 personal Income tax
Agway, ket'osene
GPU Energy, electricity
Ohio Casualty Insurance Co., fire insurance - 1236 York Road
Michael Blessing, replacement of water pump
Fl'eda Blessing, I'eimblll'sement fol' I'epairs to well
Ohio Casualty InsUI'ance Co., fil'e insul'unce - 1240 YOl'k Road
Carlisle Propane Co., propane gas
United of PA, telephone service
GPU Energy, electricity
Carlisle Pl'opane Co., pl'opane gas
United Tel Co., telephone
Sarah K. Gayman, Tax Collector, 1996 County /lnd Township real
estate taxes on mountain land
Mary A. Murray, Tax Collector, 1996 County and Township real
estate taxes on 1236 York Road
Mary A. Murl'ay, Tax Collector, 1996 County and Township real
estate taxes on 1240 YOl'k Road
York Waste Disposal, trash removal
GPU Energy, electricity
Wllliam Lowery, mowing
Three Spl'ings Family Pl'actice, account
United of PA, telephone
Register of Wills, 4 short certificates
Auctioneer, clerks, advel'tising, labO!' for publlc sale of tools
William Lowery, mowing
Sprint, telephone service
GPU Enel'gy, electricity
Auctioneer, clerks, advertising, labol' for public sale of household goods
and personal pl'opcrty
York Waste Disposal, Inc., tmsh removul
Charles Messingel', fi I'e police services for public sale
Shirley Griff! th, nl'e police services for pUhllc sale
Edward Griff! th, n I'e police services fol' public sule
Register of Wills, I short certificate
William Lowery, mowing
GPU Energy, electricity
Sprint, telephone service
Register of Wills, 1 short cel'tlflcate
Wllliam Lowel'Y, mowing
GPU Energy, electricity
675.00
154.00
215.91
117.74
232.00
582.59
315.07
202.00
99.61
16.77
105.09
75.41
16.04
24.67
86.51
99.72
46.48
94.36
60.00
21. 25
17.68
12.00
640.00
90.00
17.43
45.67
4,370.00
47.00
40.00
130.00
110.00
3.00
90.00
45.46
19.83
3.00
60.00
71.31
~
..
~
..
:c
t:
~
z
o
6
z
::>
:2
o
u
~
e III
'" ... I!l
::> 0 !
.. "' z
"' l( ~
g ~ a:
_._<---
III
Q)>o
z~
~e
-z
Ill""
~>
Uz
~-
<:
C'(
"
... J
~ -f
VlW'
~~ -l _I ....../
~i l( ~
~ _l
.. \)
/)
III
~
"
z
~ --.
..
"
~
~
,^
-
'-
w \J" \.r
S..." I J.
dOta ~ N
'~
LIo
-,.
o
m ::r
::E ....J)
i (rV\
Q (\l .
~ v- y
~ --
Ii Vi J
~ 0- ~
~ -i d
u v r'
f-,
---"----
~') - '-l ('\ .c:)
";" If ~ Y ~
,?.:r~":I.
....... ( ....... N
" C,}- \J ----
"f- ~
~~n0'\M
NIV:\ 'J ':l~'
~~~~tR'
M M('f
~ ,6 i ~ ~
~ ~ ----I J ~
! 151'5 ~
i J \~ \--- \-
~ J l~
8 v-J + "" vJ
0- (--- ::: '- r: (-
- v \-'
v
<( 10- <d:~ 0 -.) ct 1
z ?
:l - ...J
~w ~
>-"
~z , _. -- ...- .-- ---
w ..
ZG; N (. j -1-'- ..-..,
i~"~5 10 '< lU
. Ll..1I.. is 0 J j ~
.. oo~:f: ~ ~ ~ ~
,j' 'SZi>:i;1' -
:5WW:>> a ~ ~ '"
~Q.. 3
~~ i3 ~ .J {j
ow ..
t' ~ ,--.._~- ..-- ......,.. --
z .
0 ill 0
u
..~ If 00 __9 -..j) l..-:> <l
~~ - "'CI rf', \J) ~s
(f, r- M
i~ .- - ---
(1 - -,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
1.1 / /,
BUREAU OF INDIVIDUAL TAXES
INtttAltANCI UII 111VIstOM
/lIP1. ~1I06D I
HARHISftURG, PA 11\Z8'0ftOl
NOTICE OF INHFRITANCE TAX
APPRAISEMENT. ALLOWANtE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
12-22'97
HOOVER
12-24-96
21 97-0011
CUMBERLAND
101
[-:'--A~~i~ii;.itf.d-'--'~
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COU~T HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
R "EV: is4',- Ei[ -;. jiji -f o'F 9'iY -NorY C E - -OF -YNHER"i f ANtE - TAX - iiP' PR r'- is F j,iEN T -; -Ai. row ANtE - 'OR - - - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN H FILE NO. 21 97'0011 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
HOOVER
TAX RETURN WAS: I X J ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedule A)
2, Stooks and Bonds (Schedule 8)
3" C10s.ly Held stook/Padnership lnhrest (Schedule CJ
4. Mortgagas/Not.s Receivable (Schedule D)
5. Caih/Bank neposits/Hisc. Personal Prop.rty (Schedule E)
6. Jointly Owned Property (Schedule FJ
7. Tr.nsf.rs (Soh.dule GJ
8, Tot.l Asset s
CHANGED
III
12)
13)
14)
(51_
16)
(7)_
221. 300.00
286.289.41
.00
.00
177.134.85
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Fun..r.l Expense./Ad... Cost I/H1Ic, EXf~ensel (Schedule HJ
10. Oebtl/Hortgege Liabilities/Liens lSchedule I)
}1. Total Deductions
12. Net Value of Tax Return
13. Charibbla/Governnillntal Bequests; Non-elechd 9113 Tru.h (Schedul. J)
14, N.t V.lue of Est.ta Subjact to Tax
If an assessment was issued previously, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of 8h1 returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lina 14
1&. AMount of Line 14
17. Anount of Lin. 1~
18. Principd Tax Oua
NOTE:
at Spousal rate
taxable at Lineal/Clall A rate
t.x~ble .t Coll.teraI/Cla.1 8 rate
TAX CREDITS I
--1--'-----,-.-..--
PAYMENT RECEIPT I DISCOUNT 1+)
~~~:c NUMBER INTEREST/PEN PAID (-)
03-20-97 AAI05292 1.824.00
09-26-97 AA242276 .96-
19)
110)
43,796.31
('~
~'..~~,'i.~
,,~~' ,. ~~
116.. .r,t,';, #
.00
(111
(12)
1131
(14)
(1S)
(16)
(17)
.00
640.927,95
,00
M .00,_
M .06,
x,15,
118)
Ul.j~., II IH Ill,UI
JOHN
H
AMOUNT PAID
34,656.00
1.976,64
!lATE
12-22-97
NOTE: "0 insure prop.r
credit to your account,
subnit the upper portion
of this forn wilh your
t.)( pay",.n t .
684,724.26
43.796 31
640,927.95
.00
640,927,95
.00
38,455.67
.00
38.455,6..L
':M:~;~~~~~__ ~~~jll
IF TOTAL DUE IS LESS THAtI t1, NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTfR DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
RESERYATION: E.tate. of decedenh dyino on or before OftOuber 12, lfJ82 u If any future lnterut ,In the uhlte 11 tran,flfred
In pone..ton or enjoy.,nt to Cta.. B (collateral) beneficlarlel of the deeedant afhr the el<piration of any utate for
life or for yaar., tha COMllIonlolulth hereby el(prusly rnerveI the right to appralll and a..... tran.fer' Inhtr1hne. TaMe.
at the lawful Clall B (ool]ater&l) rat. on any such future intlr..t.
PURPOSE Of
NOTICE: To flllfl11 the require..ntl of Slction l140 of thlll Inh.ritanee and Eutate h>l Act, Ar.t Zl of 199f1. 02 P.S,
S.otlon 9140).
PAVHENll Detach the top portion of this Notlo. and lubllllt with your pavlllent to the Raglster of Wilh printed on the ,..11.,.. lid').
-'HIlk. oheck or lIIon8V order pavable to: REGISTER OF HILLS, AGENT
REFUND (CRlI A refund of a tal( orllldIt, which was not rllquostlld on tt',1I Tal( Return, WIllY bll rllquuhd bv camp lilting an "Application
for R,fund of rennlvlvanla Inherlt!lnco and Estats fa>l" (Rf.V-1313l. ApplIcations lIro aVlllillbl6t 8t the OffiCI
of thl Reglltllr of WIlls, anv of thl Z3 RlVlnue District OffICI" or uv calling the IPlclal ?4-hDur
answlrlng servl~1 numblllrs for for..1 orderlngl In Plnnsylvanla 1-800-J6Z'ZOSO, outside PonnlYlvanla and
withIn local Harrllburg arel'l Ul7l 787-8094, TOOM (717l 772-Z2S2 nllar)n" I.p,lred Only),
OBJECTIONS I Any party In lnt.rnt not satlsllld wIth thl "pprftls..ent, allowan(ll or dhallowl'IoclI of deduotlons, or aueulllllnt
of tal( (IncludIng dllcount or Inter.st> al shown on this tlotioll IUlt Object withIn sixty {601 dllYS of rlllllllpt of
this Notlc. by:
~~wrlttlln prohst to thl PA Dlpartment of RAvlnue, Board of Appeals, Dlpt. 281021/ Harrisburg, PA 17126.1021, OR
-.ehotlon to hftVll the .atter detllr.lned at !Il.1dlt of thl account 01 the personal ropf'e..ntatlvliI, OR
..l'IPPlal to the Orphans' Court.
ADMIN
ISTRATIYE
CORRECTIONS:
Faotual errors dlsoovlred on thl, alllSI.lnt should be addrllssed In writing tal PA Ollpart.ent of R.venu.,
fturellu of Individual Tel>lU, ATTN: POlt Auuulent Review Unit, Dlpt. l8060l, HlIrrlsburg, PA 17128.0601
Phone (7l]) 787-6505, Sr. pagl fI of the booklet "inltructions for Innerlt!lnce TlI>I Rtturn for II RlIIldeilt
Dec.dent.. (REV.lf101l for en IIl(planation of adllnlstratlvely correotable .rrors,
DISCOUNT I
If eny tax due II Plld wJthln threl (3) calender lonthl aftllr the decodent', death, a five Plrcent (5%) dllcount of
the ta>l paid II allowed,
PENAl TV I
Th. l!i% taM" a.nuty nonwpartlclpatlon penalty 11 co.putld on the total of the ta>l and Internt !In....d, 'md not
paid b,forll Janu8ry 18, 1996, thl first day after the Ind of the h>l a.nntv plI"lod, Thl. non"particIpatlon
plnalty II !lPPll!llablo In thA sam. fIIannflr llnd In th'll tha flU.I t I.. periOd liS you would llPPo!l1 ttle tax and Internt
that has bWln iSltlllsod as IndIcated un thlt notlc..
INTEREST I
Inter..t I, charged b.glnnlng with flr.t day of dllllnquency, Qr nine (9) .onthl and onl (II day frQ. thl date of
death, to the d.t. of pay..nt. TakAI whloh bllea.. dellnqulnt before January 1, 1982 blar Int.relt at the rat. of
,h <6:0 percent plr annul caloulated lit a dtdly rate of ,000164. All ta>lu which b.ea.. delinquent on and after
J!lnuary 1, 1982 wIll boar intlr..t at a rat. which will vary '1"0. clllendar year to callndar VIal" with that ratl
announc.d by the PA Olpart..nt of Rlvenue. Thll applicable Intorut rat.. for 198Z through 1998 arel
'!!!!: Int...ut Rate Dally Intarott FlIctor ~' Int.rnst Rllta 01111'1 Internt ractor
198Z lO% .00D!i48 1987 9% .000247
1'~8:S 16% .:100438 19118-1991 11% ,OD0301
19114 11% .000:S01 199Z 9% .DD0247
19M 15% .000:SS6 IQ9,5,'1994 7% ,OODI9l
1986 lOX ,000274 1995-1998 9% . OOO~47
.'Inhr..t II calculated .. folloWl1
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTr.REST FACTOR
'.Any Notic. Issued efter the tal( beco... delinquent will r.fl.rt an Int.,...t calculatJon to f1ft.en l1!il day.
blyond th. dete of the a.......nt. If pnytlllnt II Mad. after the Inte"'lt cOIlJ!utatlon date Ihown on the
NotJn, rdc:lltlonal Interest IlUlt be calculated.
':'.J41t _ _ . L'jI
-:( IS), 3
IntelllBI Revenue Service Center
Mld.Atlantic Region
'/
.
1/ 'I,
, I
1/
Department )1 \118 :reasuI'y
Do-nll'flll
(~
O.lt;
w,y 1!) I~!ji)
hIlIIOI'.
,JOliN II. IIOOVEH
o.c.dtnt'. Socill Seturitv Number:
189-09-I,036V
Dotl 01 o..lth:
DECEflBER 21" J 996
Plrlon to Contlct:
BARBARA FliNK
COf\lIct ToMphOnt Numbel:
215-516-391,6
_ BETTY WEIGLE
5 J 5 LEREW ROAD
CARLISLE, PA 17013
E.1I11 Tn elollng L.tter (Thl. I. noli bill tor In duel
Our oomputation ot the Federal tax l1abllity tor the above tistete is shown .below.
It does not inolude any interest or late paYDIent penalties that may be charged, but other
penalties have been oonsidered in the computation. You should keep 0 copy ot this letter
as a permanent reoord beoause your attorney Dlay need it to olose the probate proceedings
tor the estate. This letter is evidenoe that the Federal tax return tor the estate has
either been aocepted as filed, or has been accepted atter an adjustment that you agreed
to.
This Is not a tOT~al clo~lng agreoment under seotion 7121 ot the Internal Revenue
Code. We vill not reopen this case, however. unless Revenue Procedure 94-68, reproduoed
on the back of this letter, applies.
It you have any questions about this lotter, please write or call the person whose
name and telephone number are shown at the top at this letter, It y~u write to us with
questions ebout this letter, please provide your telephone number and the most oonvenient
time tor US to oall it we need additional intormation. Please attaoh this letter to any
correspondenoe to help US identity your case. Keep the copy tor your reoords.
Thank you tor your cooperation.
Enolosure :
Copy of this letter
Tentatlve tax , , , . , . " """",'.'"". , , , , . . , , , , , ' , , , . $~' 91,3.:11,
Less: Aggregate gill taxes payeble (lor gift$ made al18112-31-76) '" ,," , , , $~
Unified Cf9drt , , , . , , , . . , , , , , , " , , . , , , , . , , , , , , . , $, ., . 0
Cledl1 for State death taxes , , . . " ",."""""". $, 15, lid. ~I,
Credtt for Federal gill taxes (on gifts prior \01-1-77) , . , . ,. ,. . . , . $'--':9.:..-
Clooltlor foreign death Willi """""'" . , . , , , . , , , , , $ -0-
Clooitlor t!ll< on prior transfars , . , $ ~,_ ::~).:.....,_.
Total sublractlons , S:'07 .91.3, V,
Nel estato tax , $ _ -(1-
Penalties, It any , $ -(J-
lo~.n
P,O. Box 331, SenNllm, PA 19020
Llttlr 827(SC) (Rev. s-M)
I
I
I
I
I
I
I
I
,j
"
'I
"
I
i
i
I
I
I
'I
"
~
, \.
Lr1 .J:: $C
- KQ;;
- .,
0 ~ N , ,
':) I'[ n
;?-~ ':-)
Cl
, ("f) .'
t' .Jl ~ \i
(~) ([I
t) G ~s
"
0 vi
! 0.> ~ ~
a:
I!
PURPOSE Of
NOTlCEI
To fulfUl th.,..qulr...nh of SecUon 2145 (b) of the Inherltanoe and Estet" Tax Aof, Aot 21 of IfJ9S.
(72 P.S. Seotion 9145).
PAVMENTl
~t.uh the top port Inn of this Notice and lubMit with your pay.ent to the Regi.ter of wills printed on th4
rever.. side.
w. Hak. check or aoney order p,yabh tOI REGISTER OF' MILLS J AGENT.
REfUND (eRl:
A refund of e t~x credit May bu reque.ted bY co.plstlng an "Application for Refund of Pennsylvania
InherJtance and Estllte Tax" (REV.1313), AppllouUons are alJftlhble at the Offloe of the Reghter of WHit,
any of thfl 23 ReVenue District Offl08s or froll tho Depftrt.ent.s 24-hour answering sorvlce nuebers for for., ordering:
In PennsYlvania l-800-3dZ-2050, outsldu Pennsylvania and within local HarrJsburg orell (117) 787-8094,
TOD* (717) 772w22S? (Hearing IlIpalred Only).
OBJECTIONS I Any party In intereDtnot satisfied with the auess.Gnt of tal>; as shown on thh notlQe .ay objeat within
sixty (60) days of receipt of this Notice by:
uwrJtten protost to thG P'\ Deportllent of Revenue, Board of Appeals, Dep!. 281021, Harrisburs, PA 17126-1021, OR
--eleotlns to halJD tho lIatter deter~lned at audit of tho personol reprosentatlve, OR
-"appeal to the orphtms' tour 1.
AONIN.
ISTRATI!JE
CORRECTIONS I factual errors discovered on this assess.ent should be addressed in writing to: PA Depart.ent of Revenue,
Bureau of Individual Texes, ATTNI Post Auosnent Roviow Unit, Dopt. 280601. HDrrlshurg, PA 17128-0601,
Phono (717) 787-6505. SeD pago 5 of tho booklot "Instructions for Inheritanco Tax Return for a kesldent
Decedent" (REV-IS01) for an e)(planatlon of adlllnistrativlilly corrootabllil Rrl'ors.
PENAL TV I
The 15% tax a_nosh< nOIl.partlclp<lt!on penalty Is co.puted on tho totPll of the tex and interut aueued. and not
paid bl'lfore J"nuary 18, 1996, the first duy after the end of the tux aMnesty periOd. This non-partioipatlon
penalty is appealable In tho Ilaae .anner and In the the sa.o ti.o periOd till YOU would apPDal tho tax and Intere.t
that has bllen assessed as Indicated on this notloo.
INTEREST:
For dates of death on or after 10-3-91, Pennsylvania Estote Ta~ bavod on tho flildoral Estate T~x
return hoc~es delinquent at thD expiration of nine (09) Months fro. the dDto of dnth.
For dates of death prior to 10-3-91. Jlennsylvanlfl Estatu Tax bl'l50d on the Federal Estelte Tax return
beoo..s delinquent at the expiration of eighteen (18) .onths tro~ the date of death.
Taxes whloh beoaMe delinquent b~fore January I, 1982 beer interest at the rate of six (6%) peroent par annUl
oalculated at a dally rate of .000164. All t81<0S whioh becaMo deIJnquent on or after January I, 1982 wHI bear
Intere,t at ell rate which will vary frail calendar year to oalendar Ylilar with that rato announced by 'the PA
OlilPart.ent of Revenue. The applloable Interest retes for 1982 through 1996 ar~l
Vear Intlilrut natR Dally Interest FlIotor Veat' Intorest Rate Dal1.v Interest Fbotor
1982 20% .00054& 1967 9% .000247
1983 16% .000438 1988~1991 11% ,000301
1984 11% .000301 1992 9% .00024"'
1985 13i: .000356 1993Hl994 7'1. .000192
1986 lOX .000274 1995-1998 1)% .000247
~~lnter8lt h calculated ., follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER or DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notioe ISlued after the tftx beoo.e. delinquent wJll r~fleot on interest oalculetlon to fift.en (IS) daY'
b.yond thlil date of the 85s...eent. If pay.ent 1& Made .fter th~ inter.st co.putation date shown on the
NoUce. additional Inter..t .ust be oalouleted. .
PURPOSE Of
NonCE I
PAYMENTl
H,I,
fI(
>I
I :I ~;~i
'98 JUt. n 1\7 :',!)
Clt'l!
CUITI!'
ell'
" P/\
To fulfill th8 requlre..ntl of S.otion 2145 (bJ of the InherHenae and Estat. Tex Aot, Aot 21 of 1995. (72 P.S.
Section 9145).
Detach thO top portion of this Notice and sub.it with your payeent to the Regist.r of Nllls print.d on the
reverse side.
-- "akQ check or .oney order payable tOl REGISTER OF MILLS, AGENT.
REFUND (CR)l A refund of e tax oredH IItly be requested by cotlpleting an "ApPllcation for ~efund of Penllllylvanh
Inheritance and Estate Tax" (~EV-1313). Applioations are ovaIlable at the Office of the ~8g1.t.r of Wills,
any of the 23 Revenue Dlstriot Offices or froa the Depart.ant's 24-hour answering service nulbars for for.. ordering:
In PennSYlvania 1~800-36?-2050, outside Pennsylvania and wIthin 10001 Harrisburg area (117) 787-8094,
TDOi (717) 772.2252 W.adng IlIpalred Only).
OBJECTIONS:
ADtiIN-
ISlRAUYE
CORRECTIONS:
PENALTY:
INTEREST:
Any pnrty In Interest not satisfied with the asses~ent of tox as shown on this notloe .av objeot within
sixty (60) day. of reoelpt of this Notioe by:
nwritten protest to the PA Depart.ont of Revenue, Board of Appeals, Dept. 281021. Harrisburg. PA 17128~I021, OR
--electing to have the lIatter deter.lned tit audit of thP personal representative, OR
~-ftPpual to the Orphans' Court
Factual arrors dltcov.r8d on thIs esse.sllent should be addressed In writing tal PA Depart.ent of Revenue,
BUr~ftu of Individual Taxes, ATT~: Post ASllnSs.Ant Review Unit. Dept. 280601. Harrisburg, PA 17128-0601,
Phone (717) 787-6505. Suo pa;e 5 of the booklet "In.tructlons for Inheritance Tax Return for a Resident
DocedentR (REV.15nl) for an explanation of ad.lnlstratlvoly eorrectable errors.
Tho 15% tax ~ne.ty nonppartiolpatlon penalty Is coaputed on the total of the tax and Intere.t asse.sed, end not
paid before January la. 1996, the first day after the end of the tax Qllnasty periOd. This non-partlolpatlon
penalty Is eppealable In the sa.. .anner and In the the saa. ti." ()erlod as you would appeal the tax and interest
that has been assessed 8S indicated on this notloe.
Additional PennSYlvania Estate Tax aasessed as ft result of 8 change on the federal Estate Tax olosing
letter baeo.e. (tellnquent at the explrfltioll of onA (1) lIonth frail the dAte the final notIco uf the Inore...
In F.deral Estate Tax Is reoeived.
Taxe. whleh beo.ae delinquent before January I, 1982 bear int8reat at the rate of six (6%) p.rc.nt per annUlI
Obloulated at a daily rete of .000164. All taxes which bec..e delinquent on or after January I, 1982 will bear
Int.rest at 8 rate which will vtlry fr~ calendar ynar to oAlendar year with that rat. announoed by the PA
Depart..nt of Revenue. The ftPplloable Inte~.gt rates for 1982 through 1998 are:
Voar ~~ Dally Interest FQcto~ Vel!lr IntorflSt Rl!Its Dtllly Interest factor
19l!.Z ZOi( .000548 1987 91. .000247
1985 16>: .000438 19a8~1991 11% .000501
1984 lit. .0DOlOl 1992 9% .000247
19ar. 13% .00D!!'J6 1995-1994 7% .00019Z
"" 10% .000?74 1995-1CJCil8 IJ% .000247
-MInterlllt Is oalculated o. follows:
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-~AnY Notic. l"lued .ftar the tIlx be~9.1 dclllnqll.nt will rllfl.ct IIn lnt.rett calcuiation to flfte.n (IS) dflYs
heyond the det. uf the ........nt. 1f flft".Dnt 15 .adlt nfter the Intere.t cOIlputatlon det. snown on the
NoUo., .ddJUon~l Intel'llIt .Ult bit v.lout.ted,
FIRST AND FINAl, ACCOUNT OF BETTY WElULE AND FIWlJA BLESSIN<J,
CO-EXECUTRICES OF TilE LAST WILL AND TESTAMENT OF JOliN II. 1I00VEH, LATE
OF MONROE TOWNSIIIP, CUMBERI,AND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH:
December 24, 1996
LETTERS TESTAMENTARY ADVERTISED:
CUMBERLAND LAW JOURNAL
January 24, 31, February 7, 1997
ESTATE FILE NO. 21-97-11
THE SENTINEL
January 20, 27, February 3, 1997
PRINCIPAL RECEIVED
Accountants charge themselves with the following principal amounts received:
1996
Dec. 24 7238 shs. PP&L com. @ 23.125 167,378.75
24 488 shs. AT&T com. (!l 41.375 20,191.00
24 2272 shs. BellSouth Corp. @ 39.875 90,596.00
24 158 shs. Lucent Tech. Inc., com. @ 46.125 7,287.75
24 30.5 shs. NCR @ 27.4068 835.91
24 Harris Savings Bank MMA # 17-05-000348 104,112.69
Accrued interest to December 24, 1996 93.37
24 Harris Savings Bank CID #17-55-298610 28,398.77
Accrued interest to December 24, 1996 96.45
24 Mellon Bank checking account # 182-492-6107 1,216.51
Accrued interest to December 24, 1996 36.20
24 House and 7 acres of land at 1236 York Road, Monroe Township,
Cumberland County, Pennsylvania 79,500.00
24 House and 7 acres of land at 1240 York Road, Monroe Township,
Cumberland County, Pennsylvania 71 ,800.00
1997
Jan. 1 Dividend, PP&L 3,021.87
1 Retirement check, Masland Industries 115.00
1 Land rent, John F. Stamy, III, and Diane B. Stamy 300.00
Feb. 4 Refund, Leader NUl'sing and Rehabilitation Center 826.83
Mar. 5 Refund, Vitalink 1.70
5 Refund, Paid Pl'cscriptions 312.86
Apr. 30 Refund, 1996 Pa. income tax 9.00
-1-
1098
Jiiii':" 211
Jleb. 211
Mm'. 211
Apr. 20
May 211
June 211
July 20
(IIteroul 011 II,Htulo ehooklllg uccount
IlIlorosl 011 IMuto l'Iweklng aecount
InloroHt 011 IMulo ehoeklng accoullt
IntaroHI on IMuto chocking account
(ntoroHI 011 IMllto ehocklng account
IntoroHI on EHtlltO chocking account
InloroHI Oil Estate chocking account
39.51
34.82
31. 50
30.42
28.17
29.14
28.24
6,886.67
'('(l'I'A1, INCOME HECElVED
DISBURSEMENTS
Accountants (llolm credit for tho following amounts paid:
1996
'i'5iiC:' 30 Chocks clcal'ed after death 191.19
31 Register of Wills, Lotters Testamentary and 3 short certificates 287.00
1997
'Jii'i1." 14 Intornnl RovenUll Service Center, 4th quarter estimate 525.00
14 PA Department of Revenue, 4th quarter estimate 150.00
14 Unl ted of P A, telephone service 16.16
14 GPU, electricity 110.67
14 Vitallnk Pharmacy, account 78.41
16 Cumberland Law Journal, advertising Letters 60.00
23 Bank service charge 46.20
Feb. 4 Hoffman-Roth Funeral Home, funeral services 5,510.00
4 G PU, electricity 69.89
4 Carllsle Propane, propane gas 119.82
13 The Sentinel, advertising Letters 67.28
17 United of PA, telephone service 16.29
17 Diversified Appraisal Services, real estate appraisals 675.00
Mar. 5 Internal Revenue Service Center, 1996 income tax 154.00
II Agway, kerosene 215.91
5 OPU, electricity 117.74
II Ohio Casualty Insurance Co., fire insurance - 1236 York Road-
232.00 less refund of 90.00 142.00
20 Michael Blessing, replacement of water pump 582.59
-3-
Mar. 20 l"reda Blessing, reimbursement for parts to water pump 315.07
20 Ohio Casualty Insurance Co., fire insurance - 1240 York Road -
202.00 less refund of 7\1.00 123.00
20 Carlisle Propane Co., propane gas 99.61
20 United of PA, telephone service 16.77
20 Register of Wills, Agent, ale Pa. Transfer Inheritance Tax 34,656.00
Apr. 10 GPU, electricity 105.09
10 Carlisle Propane Co., propane gas 75.41
10 Uni ted of P A, telephone 16.04
10 Sarah K. Gayman, Tax Collector, 1996 County and Township taxes
on mountain land 24.67
10 Mary A. Murray, Tax Collector, 1996 County and Township taxes
on 1236 York Road 86.51
10 Mary A. Murray, 'I'ax Collector, 1\196 County and Township taxes
on 1240 Y ol'k Road 99.72
30 York Waste Disposal, tl'ash I'emoval 46.48
30 GPU, electl'icity 94.36
30 William Lowery, mowing 60.00
May 13 Thl'ee Springs Family Pl'actice, account 21.25
13 United of PA, telephone 17.68
20 Register of Wills, 4 short certificates 12.00
June \I Auctioneel', clerks, advertising, and labor for pUblic sale of tools 640.00
13 William Lowery, mowing 90.00
13 Spl'int, telephone service 17.43
13 G PU, electricity 45.67
16 Auctioneer, clerks, advel'tising, and labol' 1'01' public sale of
household goods and pet'sonal property 4,3'10.00
18 York Waste Disposal, Inc., trHsh - 47.00 less refund of 14.48 32.52
18 Charles Messinger, fire police services 1'01' public sale 40.00
18 Shil'ley Griffith, fit'0 police set'vice 1'01' public sale 130.00
18 Edward Griffith, fire police sCl'vice for pUblic sale 110.00
18 Registel' of Wills, 1 short certificate 3.00
24 St. Labre Indian School, contribution 500.00
July 3 William Lowery, mowing 90.00
3 G PU, electricity 45.46
16 Spl'int, telephone sel'vice 19.83
-4-
,July 1/1
AUK. ' I
1
I
1(1
BOllt. II
II
II
9
12
12
25
25
30
Oct. 9
1998
M'ii:r." 18
18
IhlKINt(". of W1IIN, 1 short certificate
WIIIIIIIll Lowcr'y, mowing
(I I'll, olectr'lclty
Tho Sentinel, advertising
SUBlIn K. Clayman, Tax Collector, 1997 school real estate taxes
011 1110ulltalll land - 122.84 less pro-ration of 105.33
Sprint, tolepholle service
Illlvld Shoibley, trash hauling
Wlllllll11 Lowery, 1110wing
GPlJ, electricity
Recorder of Deeds, realty transfer taxes on mountain lalld
Expenses In connection with Action to Quiet Title
Register of Wills, filing Inheritance Tax Return
Register' of Wills, Agent, balance Pa, Transfer Inheritance Tax
Gary L. Blacksmith, M.D., account
Register of Wills, additional pl'obate feo
Internal Revenue Service, 1997 Fiduclal'Y Income Tax
PA Department of Revenue, 1997 Fiduclal'Y Income Tax
Frey and Tiley, attorney's fee
Reserve to file Account
TOTAL DISBURSEMENTS
RECAPITULATION
Total Principal Received
Total Income Received
Total Receipts
Less Total Disbursements
Balance for Distribution
-5-
3.00
60.00
71. 31
42.17
17.51
11.56
175.00
45.00
26.92
700.00
1,500.00
15.00
1,976.64
12.90
140.00
2,651.61
304.37
23,541.00
115.00
82,547.71
684,724.26
6,886.67
691,610.93
- 82,547.71
609,063.22
..
r
IN RE: ESTATE OF
IN THE COURT OF COMMON PLEAS OF
JOHN H. HOOVER,
DECEASED
CUMBERLAND COUNTY, PENNSYLVANIA
. ORPHANS' COURT DIVISION
NO. 21-97-0011
DECREE AWARDING REAL ESTATE
AND NOW, the I J' day of October, 1998, at 9:..,,<:> o'clock, ,4 .M., it appearing
that the First and Final Account and Proposed Schedule of Distribution of Betty Weigle and
Freda Blessing, Executrices of the Last Will and Testament of John H. Hoover, late of Monroe
Township, Cumberland County, Pennsylvania, deceased, have been flied and advertised in
accordance with law and Rules of Court and thl' same having been confirmed absolutely by
the Orphans' Court Division of the Cumberland County Court of Common Pleas on October
13, 1998; and it appearing that the said Executrices In their Proposed Schedule of Distribution
claim distribution to themselves of the hereinafter-described two tracts of land in conformity
with decedent's Last Will and Testament filed to Estate No. 21-97-11 with record of payment
of Pennsylvania Transfer Inheritance Tax recorded in Tax Docket 15, Page 152, Line 3, it is
ordered, adjudged and decreed that:
ALL those two certain tracts of land with the Improvements thereon erected
situate in Monroe Township, Cumberland County, Pennsylvania, bounded and
described as follows:
TRACT NO.1: BEGINNING at a stone at corner of land formerly of D. S.
Baker and later of John H. Hoover which Is known as 1240 York Road; thence
North 30 degrees 15 minutes East a distance of 78 perches to a post in line of
land formerly of John Engle and now or formerly of John Stamy; thence by land
now or formerly of John Stamy, South 72 degrees 15 minutes East a distance
of 13 3/4 perches to a stone In line of land formerly of John S. Hoover and later
of John A. Hoover and now or formlolrly of Brenneman (in a pl'lor deed erroneously
referred to as land of John H. Hoover); thence along line of said land now 01'
formerly of Brenneman, South 30 degrees 15 minutes West a distance of 77.4
perches to a stone in the middle of said York Road; thence along the middle
of said York Road, North 74 degrees 45 minutes West a distance of 13.88 perches
to the Place of BEGINNING.
THE above-described tract of land contains an area of 6 Acres 82 Perches,
more or less, and has thereon erected a dwelling house which has the malling
address of 1236 York Road, Mechanicsburg, Pennsylvania 17055.
-1-
...
THE above-described tl'act of lund is all of Truct No.1 which John II. Hoover,
by deed duted January 30, 1952, und recorded Junuul'y 30, 1952, in the Office
of the Recol'der of Deeds in und for Cumbet'lund County ut CIlI'llsle, Pennsylvania,
In Deed Book "V", Volume 14, Puge 360, granted und conveyed to John II. Hoover
and Elsie I{. Hoover, husband und wife.
THE said Elsie K. lIoover having died on June 5, 1962, title to the same
remained vested by operation of luw solely in hm' sUl'viving spouse, John H. Hoovet'.
TRACT NO.2: ON the Eust by property formerly of John II. Hoover which
Is known as 1236 York Road, Mechanlcsbul'g, Pennsylvuniu; on the North by lands
formerly of John Balsh undnow or formerly of John Stumy; on the West by lands
formerly of Annu E. L. Knaub and now 01' formerly of Wllllum Lowery; and on
the South by the York Road leading from Carlisle to York.
THE above-described tract of land contains an urea of seven ucres, more
or less, and has thereon erected a dweHlng house which has the mailing address
of 1240 York road, Mechanicsburg, Pennsylvania 17055.
THE above-described tract of land Is all of the property which Anna E. L.
KnaUb, widow, by deed duted October 31, 1957, und recorded November 1, 1957,
In the Office of the Hecorder of Deeds In und for Cumberland County at Carlisle,
Pennsylvania, In Deed Book "C", Volume 18, puge 545, grunted and conveyed
to John H. Hoover and Elsie K. Hoover, husband and wife.
THE said Elsie K. Hoover having died on June 5, 1962, title to the same
remained vested by operation of law solely In her surviving spouse, John H. Hoovel'.
AHE hereby awarded as follows: an undivided one-third interest to Betty Weigle, and
an undivided two-thirds Interest to Freda Blessing, their heirs and assigns, as tenants in
common.
THE Hecorder of Deeds In and for Cumberland County is directed to record this Ol'der
among the deed records in his office and to index the same in the Grantor index In the name
of Estate of John H. Hoover, Deceased, and In the Grantee Index In the name of Betty Weigle
and Freda Blessing, in accordance with Section 711 and 3536 of The Probate, Estates and
Fiduciaries Code.
BY TilE COURT,
'1(1.- . (I Ii
J.
/
I hereby certify that the precise residence and complete post office address of each of the
dlstrlbutees Is as followSI Betty Weigle, 515 I,erew Road, Carlisle, PA 17013; and Freda
Blessing, 232 West Baltimore Street, Carlisle, P A 17013.
-2-