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HomeMy WebLinkAbout80-00253 . >< ;:1. ~ i ?ij ..~ 't:l ~ s:: (\J 0 ~ :r: I . P:: I ~ t'.l . H ..: ~ ~ . ~ If.l I:) N 0 ... CO 0 I - t'<(\ CiJ ... ~ . 0 IJ"\ 0 ., M Z en III ., No, 21.80 PETITIO" fOR PROBATE Of WILL A"D LETTERS TEST AME"T ART 253 in the Estate of MARGARI'.'f R. HOFFMAN I deceased, . , ' Harold B. hcLa ne. Deputy To Riel,"'. ~. An..'''.' R,g;'''' of W;Il, fo' the County of Cumbedond, in the Commonwealth of Pennsylvania, IS Petitioner(s) J:OCli: the execut M' named in the Last Will and Te,toment of MARC "Fl' R. Ho>'FMAN _ doted D",robOC 1. )918 Decedent was a citizen of the United States and a resident of TYO.VlI'lSiklp Borough, Cumberland County, Commonwealth carlisle of Pennsylvania. Decedent died on 'ust day of Decem1'1pr' of Nevis A. (). 19 J'L. In the """""X.R ,,,,. h 0 r ". J "ro". "'" n' I, Stote of sundav the st, Christopher Nevis Anguilla at the age of 69 years. has MliIli her De"dent ho' not been ma,ded ond ha' not hod ,hild"n 00," to tli'" since the execution of the above described Will, Decedent was possessed of personal property to the value of U/!/EsI" and of real estate to the value of vAle'S-!' estate situated as follows l4~) as near as can be ascertained; said /,A)I/;'s'cJN .~-;-(, (l/l.Rbf..,5I.tC- ,-f?A I . f real apply Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon, Dated April lofl.- 1980 Name and address of Petitioner(s) Ji; ,II, "../-e!. 4fl!-- IHlliam E. Hoffman 1040 south West street Carlisle, pennsylvania 17013 COMMONWEALTH OF PENNSYLVANIA t COUNTY OF CUMBERLAND \ ss WILLIAM E. HOFPMAN sv/orn according to law this petition are true to the named in above application, being duly say(s) that the statements set forth in his knowledge and belief, J ~' ,. "onn and ,ub"dbed befo,e W!"', A. d.-IJ .. .' ;; /1,<- , / ^ '1 1"r4 1980 IHlliam E. Holhman me prl . ' C ,- - \J~'l-l - I fi':/)v,\- c..) . Deputy ~a; ~ \C~ ^,,~::~~n, Register best of );5 7~ Attorney: \~m. A. Kramer, 2nd ((..:::.;.r~fJ L::'V Filed; Apr.i 1 14. 1980 ""o;.::</-t~-,?lS3 /I-d'-""" 1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came ..........Y!.n-:~,~,~~..,~:..J!9,l!:f.~,~~................................,............,.., who, being duly ..........,;;,W,P);',(I...." do <;,\'\...... depose and say that as......Ex,<;,(aJ,t,QJ:'........................................ of the last Will and Testament of ..........MARQARE,T..,J},...,H,Q,En'MAH..................................................,deceased ..,0,<;.................. will well and truly administer the goods and chattels, rights and credits of said deceased according to law, And also will diligently comply with the provisions of the law relating to Transfer Inheritances, ........,SW,QJ:'J:l......., and subscribed before me, .....;:;t....T~!?'~'~~..,~'~.................... A, D,. 19..~,?...... ~,,&AU~,~,fu~,~..,..,"',..!?,::P..?~'t,' R:...L,....J :EJ. :'_naifo'J-) Register ,.r!!..~~.CA!ftj,v.L...,.."...., William E. HOffm~j0 .."".."",.,..,.,.,.".""..........,.,""",..,",.,.""....,.,......,..... :'1:i 0: :OJ co: '", :al Ol :~ r-lr :OJ :~ ~ LL. - """ N: II< 0 rXl 0): 0 ~r.: :II ~ ",: -l , 0 <i M 1l1: Cl:( 0 ~ -l iIl in N: ~ - rl ,: - N 0: - ,~ .: ,~ co: $ ::: u: >i I: <<: ~ t<: P< M: d ,~ tl~ ; ~ c N: Ii! 't:l IO? 0 ;1 ..gj <1': Z ... IJ): - 0 CD: N oS " OJ ~r. ' .5 ... OJ 't:l 0 't:l b.O OJ "' ~ '" - Z ,~ [il oj p.. ... DECREE , 14th Ar~ril 80 Be It remembered that on the ............,.........., day of ................................................, A, D" 19........, there b d d d d I W'II d T f Margaret R. Hoffman was pro ate an recor e the ast 1 an estament 0 ....................................,........................,............... , late of .......,....S!:.!=:f.,~,~~~........,................................. ...., Cumberland County, Pennsylvania, Deceased, Letters ,.....,.........."..,!::~,~~,:: !:~,?:!:.Y..," were granted to ,,"'" ,....,"""~~;,~,~,~,~" ,~,:,' ,!,l,'?~ ,~,r::~,~"" "'" ".., ",..',.."...... Witness my hand and official seal the day and year aforesaid,,\ I . ----,~H(~:h~C{Bj)' ..,~C:.~,/d..~....,..~,~P..~ t y , R,...1'."'!i ,', ,Register, OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF' PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ,1.lth ^prll 80 This,.. ...... ............, ...... ....,..',.......... ........',...." ........, day of,......,..",...... ......"......, ...., ...."......',.........., A,D" 19,..,...., Harold B. McLane, Deputy before meL~id.~.1I EJ, t.l.IIElMI., Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. M~,~, t ,~,9." ,1?:-=~~~7;;f!!fJ.r:E'i ~;r:,~ !;",Q ,.,-;;",Q iJ.'X',~ !!.E,',r, ,I.. ,~lf!x:l'li!,r, \': ~'" \'j"", f.):lg h".. ,R ,E,',<?, f.g, If.")?,:,,, .I:I.9J.: ,f,If. f."..,..,.. the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ...... ~.A5,Q,i\ 5,lj:,r., ..I3,:...!~,9.P',r::lY!fl,J;J., ......".......... ..,...., .......... ......, ...., Dated ,P,E,',R,E,'mR.E!.r...,7.,..,J,9.7.,~.., lateof....,...t.M"JlR.r.>HJgh..9.f...,(t,<;\r.J,;i,Rl~..........................,..........,......,.. Cumberland County Pa" deceased who being duly ....,!l!'!,9,r,D.........................., according to law, depose and say, that ....,!;):1,E,',y.....,..,......,.......,.., present, and saw and heard the testatr,;i,.,lC........................, ..........................,....................................,.........,... sign, seal, publish, pronounce and declare the said instrument of writing as and for h..,er........, Testament and Last Will, and at the time of so doing ................9,IJ,~..........................,was of sound and disposing mind memory and understanding, to the best of ................,..,j;b.~~.r..............,knowledge, observation and belief, .......................~,~R.r,n............, and subscribed before \ "--~ Jg' h. jJ' . ....I), .....,.........'."',..,..,..,..,..3. ....,,:.-::l'...'...,; ..'.............. "t:) I' / / . , .~ L/ / . ......' ,~....:k, ..i?,.. ~yf:~~.!..~:.':":~~........,?,:,J?~,~.Y 1_,.4.....,0~.1fL:\{J::..l;?Jt;id/t~:..,.......... Ri9ltarll E. ~A_ eF8Q~ Register '(J r/ AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND \ ..,.."....".""""""""""",.."""""..".... !1,~, J::,~, ~ M:'!", g:,:", !~.9, !:?I~~~"""""""""..""""".."...""""""",.""", being duly ..........,....,:;;,vw.r.n...................., says that as nearly as can be ascertained the said decedent .....................,.... ,.........."",.."""",.."".,..""", ,l'1Jl.RQ 1\RE.'T." B..'" );1,QP.k'JYll\ Ii""""""""""""" ...."..""..",..,..""...."""....""".. ,died on ..,L....~);l,l).\!~:i......,.................. the ..........,JJ~,L........day of ..................p.::,~,::!~!?,:::.............,.... A,D" 19,...7.~ at or about .......................................... o'clock, ....M, ................~,\'!9,r,!L..,....................and subscribed this ,......................,/.'2..0............., day of ....I\.pr.;t.l......... {f!d.t.U4&t!L~;~r..,"",...,',... William E. Hoffli(an 19, 8,0.." before ~ t ..\ ' ~ 7 ~.. , .~. \ .") " l . "..,..,'~:, ,~~:}, t.,.{ L;:,:, ,)1", .';,~q,:)S'..,." ,? !?,e~ ,~,y. R:.J.......J E, ~~.l_atn flR. Register " :- :- , , lhast 31ill aub Wtstatntttt .~ I, Margaret R. Hoffman, of the llorou<Jh of carlisle, cumberland county, pennsylvania, declare tlus to be my Last Hill and revoke any will previously made by me. I. I direct that all my just debts, taxes and funeral ex- penses shall be paid from my residuary estate, as soon as practi- cable after my decease, as a part of the expenses of the administra- tion of my estate. II. I hereby give and bequeath certain items of personal property to certain named individuals according to a list which I have prepared. A copy of said list has been given to George E. Hoffer, Attorney-at-LaW, Carlisle, pennsylvania. Said list is incorporated herein and made part hereof by reference thereto. III. I hereby give and bequeath to my nephew, Warren Hunt, the right and privilege of buying my home at 150 Wilson street, carlisle, pennsylvania, at the value placed on it at the time of my death for the purpose of local taxation. If my said nephew does not desire to purchase my home, I order and direct my executor, herein- after named, to sell same at public or private sale and at such .price as he shall deem to be for the best interest of my estate. IV. All the rest, residue and remainder of my estate, be it eal, personal or mixed, of whatsoever kind and wheresoever situate, I hereby give, devise and bequeath as follows: A. One-half (1/2) to my brother, Roy E. Hoffman B. One-half (1/2) to my brother, Reynold Hoffman If my said brothers have predeceased me, I hereby give, devise and bequeath my resi.duary estate to my nieces and nephews living at the time of my death, in equal shar.es. ~ f~~;/. ~.. .. ~ ~ " 0: 0 "'" w !: . g \l. 0( .~ ~ ~ z ~ ~ . I ,: 0 " P: " < " ~ "" iii ~ ;; z z > Z gJ W " 5 w t? 0 . ~ ~ 0: ~ rJ P: 0 " ~ W w t? J oc ~ , ~.~. ;....' :'. ~, ;: ., " --r~ ~ ~;c0 ~J!/r -1.4 -7 . t:fff~) /~ 7I-:P P7 ;zL ~ ' no 1t/~~~ . ~. I 1A/Jttv~ I . ~ I ~ __~ ~.--t /S"() 1V~.$ /ItMf. ~ .' pi- ~ ~~._~ ;r;i-; ~',' ~~ i>>~~~fMl- ry!M:r ;J~ ~~ . ~f~~~-u~ ~/fXi..- ~ ~ ~ :;::;;:;~ "4.,}C.~...... =8~ R RCC~33 (4~731 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS * .x (-h' -..;2S? RESIDENT DECEDENT COUNTY OF CUMBERLAND - IMPORTANT, ...-- ..- --.. - ... ..-. - -.. ..-............. .-.. ... -...._-_.--- .-.-.. This return must be cmnplctcd in delnillllld flied ill dllpliclHC, Wllh 1111 ulIllched, wilh the I~cgistcr of Wills of the County wherc decedent rcsi(h~t1; Ih~turll is due Wilhillllinc 1Il0luhs lifter dnte of de 11th, lllllc~" lln clI.tclIl'iion is Elruntcd by the Secrctllry of [~e\lcnUC, (Section 7()3 uf the Illlll~rilallee IInd EtHnIc Tllx Act ur JlJ61,) -- --- ~- -._--- - Lata of Bora of Carlisle, Stat. af Pennsyl vania Q.ylll~ } AFFlIlAVIT OF EXECOTOR ,llJlIINISTIIATOI( County ~:u 'I.,"" ::,jM _0 f~'J;:O ..~o (:)M ~:")a -,-,6 .1." ExC2ator " .:0'1 " .~~ IN TilE MATTER OF TIlE ESTATE OF MARGARET R. HOFFMAN (STATE FULL NAME Of' DECEDENTl County of r.lImhpl"'l ::Inn } 55' XiKU'(,,{,i{ilHGlC WILLIAM E. HOFFMAN ct.tht! eltctt! cf the abave.named decedent being dul~ sworn, d,pole S and say S : . ';-1 - / 0 c.l!/.~-'!'~fi..lj-,-e i!..[ltU!I:.'/....tJ/{J.~ December 31, , II}~J fOliate leaving a 1011 will, copy of which il herefo attached. } (MONTH) {DAVI (VEAR) "\.iIr.HoUifi: Nome and address of ollorney or } Wm. A. Kramer ,2nd other authorized reprelentativo to whom all ,o....pond.n,. .h..ld bo moOod, One Irvine Row , Carlisle, Pennsylvania 1"(013 Decedellt died That as such Exect1Dr deponcnt is familiar with the affairs of said estate lint! tilt: property constituting I EXECUTOR.ADM1NISTRA TORI the assets thereof and their fair market value. That at the time of death there was no safe deposit box reg.istered in decedent's individual nnrue, or jointly with, or as agent or deputy of another, or in decedcnt's individual namc, with right of access by another liS agent or deputy, with the exception of lhc following: - NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A S.~FE DEPOSIT BOX r.nmmnnwPRlth N~T.innR nnp. 1\Tr'l'Y'1.h HAnr'l,rp-r>>--8..t.r C8rJiRle, Pennsvl n' THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules A & B of this returu, wi th the exception'of the following, for the reasons hereinafter set forth: ThaI Schedule A attached hereto and made part hereof sets forth fully and in delail all the real properly in the Commonwealth of Pennsylvania. of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of dale of death of decedent. Thai Schedule B atlached hereto and made part hereuf selS forth fully and in delail all personal properly wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, nr in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior (() decedent's death in (hccnse of savings banks, and to the datc of decedent's dc.tlh in lIlI other cases; all bonds, postal savings, treasury certificates or notes and other eviJence of indebtedness of the United States to the de- cedent; all obligations, whether by statute or agrecment they arc designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country. which are owned at the time of death; all wearing apparel, jewelry, silverwarc, pictures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsocver. kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at thc time of death, and all promissory notes or other instruments in writing for the payment of money of which deccdent dicd possc!'scd, of whatsocver nature, with interest thereon, if any, giving the face valuc and cstima~cd fair markct value thereof, and if such estimated fair,markct value he less than the face value, il Sets forth hric.~fJ)' the rensons for such depreciation as to each item; all moneys payable to the estate from life: insurance policies carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; all and the corporate stocks and dividends due thereon and unpaid as of the dalc of dc:nh. hunJs and accrucd interest thereon 10 the date of decedent's death and other in\'cstllll'111 sc.'cmitil.:' O\\lll'J hy thc del:cJcnt at lhe limc of death. with thclnmkcl value Ihere- of u t such time. .' III tilt' l'/lSl' fll' Sl'ellrlt.ll'~ 01' ~Iosf' l.lr 1'1111111)' I'lIl'POl'lltlollS, UII! v/lllll's 1'l'pol,tl'lI 1l1'1! Wi 1'111' /IS 'p(lS~lhl" S\lhSlllllll!ltl~d hS 1'llIlllu~11\1 SUttl'ltWIlI,S Ill' UIl' 1:"I'IHl('/Ll.llltlS. showing Ull! Ill;Sf't,S 111111 IJlthllll.i(~s tht'r('(Jl' IIS'1l1' Ilu'dllU' 01' 111~IIUI. 1'1L1~ sl'l1f!dllll' nlsfI St'll; I'OI'UI 1,111' Inlf'I'I'st fll' 111'1:1'111'111. HI 1111' t.11l11' 01' dpnll! ,Ill /lilY (,fl-l'rlrlll~rsIlI]l 01' buslll"SS. IIllII III !iUppol't. 01' till' \,/lllll' 01' SIH~11 llll.prpst thel'l' Is 1l1ll11~XI!d to snicl );"!ll'dll\l!, l'IIlIlTll'lnl Sl.lll.P.llll!lIls showluglhl'lISIWls 1lll,Il11tldlltlps of' sllld co-plll'l.lInrslllp ol'lnlslrwss. A t'opy .11' I,llI' l'n-pllrt.I1I~I'!iIIIJl np;('I'l'llll'llt, (If 01'/11, It Sl,/ltflllll~llt s.,ttlllg, 1'11I'tll till! lIul-llI'(' nf' t.Jin Il,~rl.'l!lllllllt) Itl,c.:..tl\!'I',IIt.1l1l stnt.l'l111'llt. Sl!tllll).!, 1'111'1,11 thl! dtlll'lletpl' of' t.11f' hllSllll'ss. Its 'IOl'IIt.llln. IIlld slll~h ollieI' I'llt~t.S jH~I't"ollllll!.'. 10 t.lle huslness liS 1IlllY Ill.' pnl'I.IIU!1l1, to 1\ 1'1111' /Inri .Il1st npPl'lllsll1 01' tlll! lIoef!d(~I\I,'s llll.f!resl. l!lI'I'I,in III11Sl tll'sllhmlt.l.I!ll. It should 1I1so snt l'ol't,1l In 11."1ll1i'.1,~d l'ol'l1l, l.og,I'l.hm' wiLli the fnlI' mnrlml. \'lIllll! \hnl'('(l!'. nllY othl'l' propel'l.)' nWIlP!l or hOqllf!llll11'1I hy I.IH~ dl'I~I'I\I~'lt nl: till.' 1.1111(' fll' t1l'lltll. , TIll' .$cN'rJulf' C nl.lIlelwd 11('I'I~ to Ilnd mild!.! Pili'!. 1l1'1'1~O l' SI! l,s I'n 1'1,11 It t.I'\lI~ Hllswel' t.o eneh 111111111':,' contllill.'d tllo'J'I!ln olllllnthe Cllsenl't.T'l\llsI'PI'l-iol'lll'opel'I.~', 1'1!1L1 01' 1"!('Sflflltl, wllhln t.wo j'cllrs 01' (h~cedenl,ls llenth, tll ef)lltf.'lllpllltlnn oj' dl~ceclenl.'S Ilnnth, or 11l1,l!nlh~11 t.o t.llkl~ el'l'net. III POSS'!SSIOll 01' enjoynlfHlI. (lL or ai'L~I' tleath, saJfl schl'dlllL' SI~t.S f()f't.1l l.he IIlltlll'f! /llld \,11111(0 of' sur:h PI'ol"'I'ty, l.o whom 1.J'Ill~sl'errec1, the rel!\ttollship of the t.runsl'er(!cs to t.he decedenl., tlln propnrl,lnn/ltl' s!lIl1'l~ 1'p.l!ld\!I~rl b~' I~Hch LI'llllsf'I,'ren IUld ntl other f'lIets of' Il pert.Inent IInt.lIre r(,~llrdtnl!; sllllI l.l'IlIlSful'S. In till! ~IlSI! rll' 1,I'/I1lsl'ers Inl,clldl~11 In take effect. tll possession 01' en.lo~lIlellt, lit or Ilf'ter dl!Ilt.11, UII!I'H Is Hlsll Ilt.tudlf'd t.o t..he S~ll~llllln /I cOllY of' tlll~ deed, trllst Ilgre(~l1lent or otlj(~r Inst.rumcnt. erelll.lllj!; 1.111' "I'IISt.. 'fllf'I'" Is nlso set, f'url.h III sllltl sclletlul(' /t list of' Illl IJropert.y, renl 11I1lI persollul, wlt.ll 115 vlIllle, Wlll~~h 1I1l!-;SI~S at llecetlcllt..'s tlnnth IJ~' vlrtUl' 01' Um excl'cisc by decedent, elther 111IIivldl1all~', 1ll'.Io.lntly wlUI Illlot.llel'. 01' /lilY powor 01' appoint.- ment \'nstect lnclccerlcnt, eithel' Indivlchllllly or .lnllltly, h~' I.lll' will, dp.cll, lIl' otlllll' instrllment of' llllot.hel', with II eOJlY 01' the instrument CI'eltt,1n~ such ]lowel' /lu.Il(~lll~d to 1.111' Selll!llllll!. Thill; Schedule 0 Ilt.tllched hereto IInrl mmle IHlI't hl~refll' SI?ts l'orth tlll! IIllmeS Hurl firldrcsses of' 1111 persons hL'llClf'lcllllly tnt.erestl!d In this estnt.c Ill. till! tlmc of' t1'-'el!Ilelll.' s tlelltll, UI(' IlIlt.lII'e of tlleir I'es- peel~ivl! Intf~I'est.s, t.heir rellltlomihip, U'lIny, to the (h~Cf~dnnt, to:.!;I~t.I\1!r 11'11.11 the llgm~ lit tile t.1mn 0(' rlecelli!nt.1s clellth of 1111 mhloN., un'nuttnnts ullcl !Jenf~l'lclarles 1'01' JII'f? lllHII!I' decedentls Will. It /lISt) cont.ains It 5t1d,ement showing whIch of t.lle hcnertci/lrles n:unl~d III l.ll1~ dccellcnt's will, It' /In:,', dif~rl pl'ior to declJllent., the dateS of the_ir llellth, their IRS"!.!, IUlI\ the I'CIIlLloIlSlll}l 01' sllch lSS11H t.o the hC\l(!(,lclllry. Thill. Schedule E /lttached heret.o IInd nlli/In It Pill'!. l1o!'(!of' S(!l.s fOl'th Ill] propc,'ty, reld IIIIlI per- sonnl, oWllerlll)' the dec~ltent Jotntl~.. with Illlothcr or ot.hers, tncludlng Intllng;thle, stnndlngln t.he 11111llf~ oT -the der:elient. Ilnrl otlwrs, plus the <lute /lnd ,p]llce 01' roeol'li 01' insl.l'lllllonLs l~l'l'(ocl,i.np; the \cstltllre of rell] estntl~ /lnd t.he dnt.e of /lCllllisit.lon of jlersonalty, pl115 the name, 1ll1111'ess HIH\ rl}lIlUOIIShlp, 11' Ilny, ofco-ovmers to the llecellellt. Thllt Scf1prlule F nttllched hereto llnd m1lde II p/lrl hcreol' sets fort.h 1'1111)' IIlltt in dpt,llll Idl dr~hts nnd lleduetlollS cll11med for /llItI on behu] f of' tilts decedent!s est/lI.I~~ IIlCJurlill~ I'I1lIe I'll I eXpcllSt!S 11fll": fllnlily exemption, where nppl iCllhle; ~osts 01' IHlmlntst.t'Ht.lon 01' dd~ estllt.I~; e(}llIlsl~l 1"!I1S /lnd 1'1Idlelf1r~" s conuuisstons pldrl or to he plltd; cost. cxpeillled for hlll'inl tl'lIsts, tombstones or g;T'/I\'(,1ll1II'kl~I'S, anI! fI.'li- g10us servJc'.!s, in consCIII,H!IlCe 01' the c11!lIth of the decedent.; 11eht.5 Hnd claims owing Hllrl tlllplllil Ill. tllllC or deat.h; t.flxes ficcrued chnrgellhle for perJod prior t.o dl!t:I~{hmtl s .dl~lIl,h (excelll. those lI11owel1 U1Hh~t' SnetitH\ Gnl of the Inl1eritltnee /Inri Est.llte 'fax Act): tOl!;eU1I!r wHh II statement. 01' C(Jlllll.t~I':ll plcllp;cd 1'01' ohliga- tions. if /lilY, It, Is Itp;rel'd thllt the fldllcirll'Y will prl~Sl'lIt proof ol' s1lit! clallllllll nhIig;lltiolis "}lOll rc- '1uest:, t.hltt :If' tlw 1l1ll01lllt IICt.lI;lll)' puld 'In sl~t'l.Il!mell1. of /IllY f'ee, eOll1mlsslon or dl~ht :Is Jess thlll\ the eSllml.lteli 1l11101l1lt cllltmlilg IInll Illlow('d~ thllt tile slIm(O will he I'nport.ell to l.111~ 1l1~J.;ist,er 01' \\'1.1 Is, 1lI1l1 t1l1lt t.he llmOtlnl. 01' t,/IX lIssess('ll elll1 he reasscssnd III IlGe()I'llllll('.l~ Lhl~rpwl t.h. Thllt the loUlls of' the npproprlntp. eollllllllS ill Sell(!dules "'\", "II". "e". "E", 1111l! "FII liS dtl'netPII t1lf~rrdll. have he en cllrl'led ('orwnrll find properly rl'~lsU!!'PII In tlln SUlIIlII/lr;.'. Subscribed and sworn to before me this " ",L,~:~~ . duy of DOCM~9,~Q. .fJJ../J}i..Jl ( Executor.il:dMUll ':t)~ylJ:L LfVt...LYrt o."-..kv_v-;..!.o. .., 219.N orth,Hanoy.erStreet""...""", MERLENE MAHI-IEVIC,>, Not",y Pu'lI, (Street Number) (0.\;,1" Cumccdo,J Cou,'y, r", Carl:i,~le"".I'e.D,n:;;Y.l.v:;;tn;L,1l.17..o1.3,,,,, My (QlIln.i,<ion EKL,jH"'S (J17/J~ (City or Town and State) sorE: Hl'l'llrl? slgllllll!, nffldllvlt. mllkf' surl' nil hlalll. Spl\1~I'S III thl' 1l1't'\IIII\'It. nnll scl1l~dllll!~ alll1l~xl~tl 111'1~ f'tlll~d 111 with tll~t,tlt]S or t.lle ""ord "Solie". IIlllt ill l:<lS(! tIll' assl'ls Inclll1ln I'llrt~ 11I111 unlisted !"'cllritlt~s. s(!curltlf~S (II' e]oSI~ or f'nmily C,ol'l'orut.llll1s 01' fIll \IlU'rl!st in /IllY 1!Il-pllt'tm'I'sllip or hllsl11('SS~ 1.1l1lt. litH dlll.l1 /llld St.Htl'Il11'IlI.S rl~lllltrl'" lllll\pr t.1l1' plll'll~l'llpl1 aho\'1' rl~lallllg III SeJH'dulp "II" /11'1' IItlllclll~ll. ,\Iso "mkp cl~rtfllll !.hut column Itl III tlln I'IRlIl1Unlll'Y" ll/ls 1)1'1'11 propl't'J~' l'nmpJ"tPd lIS 1l1)lI\,P-dIT'I!I~l.I!tl. Page two Mr. Kramer Silver Springs Shores is a new city concept encompassing several thousand acres of land located toward the south central part of 'Marion County. Marion County is one of the fastest gTowing counties, percentage wise, in Florida and because of the favor~ble climate and new industries coming in will probably continue its current rate of growth into the near future. The lots being appraised are located in an area scheduled for future development approximately 7 or 8 yearS from noW, There are no utilities to the lots. Silver Springs Shores is currently listing and contracting to sell these lots from $7,900 to $8,300 each. There are over 1,700 homes and about 600 condominiums in the central, or building area. So, as you can see there is building activity in the subdivision. The developers have a policy of trading lots located in a non-building area for lots in building areas and allowing the owner of the lot full list price on the trade-in. The owner could sell the lot to someone who is going to build now for about 50% of the list price, thus affording the buyer a good discount on a lot in the building area. But, as noted above, the building would have to commence in the near future, This would indicate a market value of about $4,000, hut it is difficult to find someone who does not already own a lot and would want to build soon 50 ,this would be a very restricted market. t. C~HDA \ '\ '" c,~ Realtor REfllr y/ -\1" D21 E, SILVER SPRINGS BLVD. OCALA, FLORIDA SALEI AP,.FlAI&ALS s a e 7 0 7"..ltll A'U:" CODE .0.. APPRAISER'S QUALIFICATIONS MANUEL N. CEPEDA I have been actively engaged in the real estate profession in Ocala and Marion County for more than 25 years. I own and operate a general real .estate agency employing five salesmen and two appraisers. Our office handles all types of sales, management and appraisals. I am a Realtor, Senior Member of the American Society of Appraisers, Senior Member of the American Right-of-Way Association, a member of the Society of Real Estate Appraisers with Senior Real Property Apprai- ser designation, and Residential Member of the American Institute of Real Estate Appraisers. I have done extensive appraisal work for all purposes and have served as an expert witness in condemantion suits in the local circuit court. Some of my clients are: Florida Power Cor- poration, Florida Power and Light Company, Florida Department of Transportation, Marion County, City of Ocala, Seaboard Coast Line Railroad, Commercial Credit Loans, Inc., First Federal Savings & Loan Association of Lake County, many attorneys, individual estates, and local businessmen. Institute of Real Estate Appraisers courses in Urban Properties, Rural My appraisal education consists of succc'ssful completion of Properties, Condemnation, Investment Analysis, and Industrial Properties, Society of Real Estate Appraisers course on Special Applications of Real Estate Analysis, and three appraisal courses given by th~ Central Florida Community College under the direction of the University of Florida Real Esta! e Ilepartmcut. as well as numherous appraisal seminars. I am a graduate of thc' Realtor's lnstitutl', CERTIFICATION AND STATEMENT OF LUIITING CONDITIONS CERTIFICATION: The Appraiser certifies and agrees that: 1. The Appraiser has no present or contemplated future inter- est in the property appraised,; and neither the employment to make the appraisal, nor the compensation for it, is contingent upon the appraised value of the property. 2. The Appraiser has no personal interest in or bias with respect to the subject matter of the appraisal report or the participants to the sale. The ','Estimate of Market Value" in the appraisal report is not based in whole or in part upon the race, color, or national origin of the prospective owners or' occupants of the property appraised, or upon the race, color or national origin of the appraised. 3. The Appraiser has personally inspected the property, both inside and out, and has made an exterior inspection of all comparable sales listed in the report. To the best of the Appraiser's knowledge and belief, all statements and information in this report are true and correct, and the Appraiser has not knowingly wi thheld any significant information. 4. All contingent and limiting conditions are contained here- in (imposed by the terms of the assignment or by the undersigned affecting the analyses, opinions, and conclusions contained in the report). 5. This appraisal report has been made in conformity with and is subject to the requirements of the Code of Professional Ethics and Standards of Professional Conduct of the appraisal organizations \~ith which the Appraiser is affiliated. 6. All conclusions and opinions concerning the real estate that are set forth in the appraisal report were prepared by the Appraiser whose signature appeaxs on the appraisal report, unless indicated as "Review Appraiser." No change of any item in the appraisal report shall be made by anyone other than the Appra iser, and the Appraiser shall have no respons ibil i ty for any such unauthorized change. CONTINGENT AND LIMITING CONDITIONS: The certification of the Appra1ser appear1ng 1n the appra1sal report is subject to the following conditions and to such o~ler specific and limiting condi tions as are set forth by the Appraiser in the report. 1. The Appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or the title thereto, nor does the Appraiser render any opinion as to the title, which is assumed to be good and marketable. 2. Any sketch in the report may show approximate dimensions and is included to assist the reader in visualizing the property. The Appraiser has made no survey of the property. 3. The Appraiser is not required to give testimony or appear in court b.ecause of having made the appraisal with reference to the property in question, unless arrangements have been previously made therefore. ; - 2- 4. Any distribution of the valuation in the report between land and improvements applies only under the existing program of utilization. The separate valuations for land and building must not be used in conjunction with any other appraisal and are invalid if so used. ' 5. The Appraiser assumes that there are no hidden or un- apparent conditions of the property, subsoil, or structures, which would render it more or less valuable. The Appraiser assumes no ~esponsibility for such conditions, or for engineer- ing which might be required to discover such factors. 6. Information, estimates, and opinions furnished to the Appraiser and contained in the report, were obtained from sources considered reliable and believed to be true and correct. However, no responsibility for accuracy of such items furnished the Appraiser can be assumed by the Appraiser. 7. Disclosure of the contents of the appraisal report is governed by the Bylaws and Regulations of the professional appraisal organization with which the Appraiser is affiliated. 8. Neither all, nor any part of the content of the report, or copy thereof (including conclusions as to the property value, the. identity of the Appraiser, professional designations. reference to any professional appraisal organization, or the firm with which the Appraiser is connected), shall be used for any purposes by anyone but the client specified in the report, the mortgagee or its successors and assigns, mortgage insurers, consultants, professional appraisal organizations, any state or federally approved financial institution, any department, agency, or instrumentality of the United States or any state or the District of Columbia, without the previous written con- sent of the Appraiser; nor shall it be conveyed by anyone to the public through advertising, public relations, news, sales, or other media, without the written consent and approval of the Appraiser. 9.0n all appraisalS, subject to satisfactory completion, repairs, or alterations, the appraisal report and value conclu- sion are contingent upon completion of the improvements in a workmanlike manner. " ", I ~' ,,..-- APPRAISER Date Bee -3;; "'- ~' ''''".' . ~''''~~f ,,~'I AI '~f'" ... '1 . ~I.!t~j' , ~.. ~~\~t!t0'1" COlLlIOXWE\l;\'1I (W 1'1';XX,YI.V,\N 111 'l'I~\XSFlln tNIIEHI'I';\Ni:I'; T,\' III';S I IW:NT IJllCElWNT I NS'I'I\l:C'I'IONS: '1'1115 S"II"dul.. """ l d I 'c I US" 111\ """~ \Id" ",,,I 11It.1I11~11I1" 100."',00.11111 1"'111"'" I.,' "wll,'II I lid I v] ,1111,11 Y \Ir u", d",,,,,I,,"t.. Ilt. t.1I" t.IIII" 01' Ills ,11,"1.11, I'I'ol""'t.y IIWII'''\ ",1' II'" ,I.."..d""t. ,\llllll.ly wlt.1I 11110"11"" Ill' ot.II"rs IIIIISt. II" lIst.",IIIIl,I"I' S"II"IIIlI" "1':", 11I\1I1l~lld" 1""SOTl"] ]"'III"""S, \.11.1,,11 III Ii,,, 11111"" 01' t.1I" d.,,,'''\<''I\, IIIlI. I'")'"hl" lit. <I,,"tll to IIl1otlll'l' 01' Ill.h''''S, I,,,,I\\(IIII~ 1I11t. ""I. I \"dI."d III 1',(l,IJ, t:, S, HIIVIIlJ!,S lIoll,IS 1I1l,1 t.,,"I.II- \.Iv" 1,I'IISt. ""COIlIII.5, 1II1l't. 11,,11,1.,,11, d"sl'lt." 1.11" 1'11"1. t.1I111. I.II"l' 1'1'" 1I1lt. 01' I.Il1' III I", I II I 5""",,,1 ,,'t,d,", '1'1I1l~lhl" porsolllll 1"'01''''''')' ,1I"ul,! 110 Ilst.,.<I i'II'I;t. (".>;. ,i"we'I')', w""l'ill~ "1'1'"1',,1, lIolls"lIold 1\00,1', 1I1l11 l~trlllShlllgs, \,ooles. plllnt.III~S, lIo\o",ohll"s, 1I01ltS, "I.c.) Int.IlIlglhll' l'orson"l I'rol'OI't)', Sllclr 115 Irollds, t.reIlSIIl')' "o,'I.II'ICIlt."', CIISIr IIn hlln<l un<l In Irllllk, st.ockS, mOI't.gllges, III1t.es, t.ogot.lr"r wlt.1I IICCI'Il"" IlItol'est. Ill' ,Ilvt<lcnds, slllllrl"S III' WllgOS, Insurrlllco Pll)" IIhle 1.11 t.lle est.llt.e 0" l'IIIuclory 'n 5111<1 ellpllclt.y, pllrt,lIel";ldp int.or"sI5, \nteresl, In IInYIlIl<llst.rlhllte<l OSt.Ilt.O 01' or Income 1'1'011I IInl' l"'OI"Irt.y 1r01<1 III t.rllst. IIndel' tlie will or ng,'eellleot 01' ""otlier, even t.hollgh loent.ed ollt.sllle of' UI" SUite, nl. t.he "Ime 01' ,lent.li, 5hlllllll ,..' Ilst.ell III tli15 selie,'"le. scm:IlIIl.I': "H" \lEIIS(n:,\I, j1llOlJEIITi' - "'- Item N(h ITEM IJ\st uJ\\ll1escl'\.he I'ully --...--" ~- fiN IT ES'fOI,I'1lm VA_LUE ~11\1U\E'r Vi\UiE DEPAllTMENT VALIJATlOS (Do not write 1n tld5 space) - $ 4.88 1. Cash on hand 3. Miscellaneous personal property as per attached appraisal of Roy D. Gottshall, Jr. Personal property, actual sale price as per attached statement of Spahr's Auction House 2,385.50 2. 5. 1978 Chevrolet Malibu, Actual sale price Checking account No. 182-482602-6, Commonwealth National Bank, Carlisle, Pa. See attached letter 4,166.25 3,800.00 4. 1,095.80 6. Savings account No. 18-0021981-6, Commonwealth National Bank, Carlisle, Pa., with accrued interest. See attached letter 7. First National City Bank Travelers Checks No. 3378-108-331 to 333, $20 denom.; No. 2218-905-831 and 832, $50 denom. 87.88 160.00 8. Trust Account, Carlisle, Pa. 9. Master Charge, Commonwealth National Bank, refund Commonwealth National Bank, See attached letter 16,750.81 27.99 10. W. R. Stubbs Agency, auto insurance refund 11.. United Telephone Company, refund 21. 20 6.22 12. United Airlines, ticket refund Penn Treaty Life Insurance Company, premium refund 238.74 13. 60.00 14. Freezer, actual sale price 37.50 15. Borough of Carlisle, water/sewer refund 20.52\ \ t n~,l!r t.. tills tQtlll Oll\'Osi t,c "Personal PrllJlt~r ty\l, Scheltul e ill'" ill tlli~ ",\s I\l~portetl" column on the last llap,e 01' t.llh. return. x X ~ 8 86 2, 3.29 .;( ,\' f { 3. "- 'I j -..y~{( !\J'J\l. JJ ~ I, .1 ~ lJO .~ \HLLIAf1 A. KRAM!~R, II IRVINE ROI" CARLI3LB, PL APPRASIAL MADE FOR THE ES'rATE OF MARGARET R. HOFl!'MAN 150 WILSON s'r. CARLISLE, P A. LIVING RM: FRAMED CHINESE PRINTS $ 100.00 PRo SOAP STONE FIGURINES $ 40.00 PRo END TABLES $ 75.00 PRo LAMPS ON END TABLES $ 50.00 PRo CARVED WOODEN MADONNA S 20.00 GLASS STEUBEN RABBIT $ 17.50 FIGURINE,Tft~L GIRL, PICK CER!J'!IC $ 12.00 LARGE CHAIR & SOFA $ 85.00 BRASS LAMPS $ 40.00 PRo 2-SHELF TABLE $ 9.00 CHAIR W/NEEDLEPOINT BOTTOM $ 85.00 4-FRAMED EMBROIDERIES S 12.00 EACH SONY AM-FI1 RADIO VI/RECORD PLAYEH $ 55.00 TELEVISION ROOM: TV & TABLE $ 1 25 . 00 BOOKS $ 50.00 WALNUT DROP LEAF TABLE $ 1 25.00 CHINESE DISHES ON 'II ALL $ 25.00 FOLDING CHA! as $ 10.00 PRo LAZY BOY CHAIR $ 57.50 BLUE nATES $ 150.00 CARVED IVORY TUSK $ 60.00 SMALL CHINESE GEESE $ 21.00 CARVED PRIMITIVE FIGURES & BEAR $ 35.00 ENGLISH & DANISH FIGURES $ 40.00 ~ENGLISH t 40.00 DANISH) UPSTAIRS: SILVER JEWLEHY " 250.00 iI ~) f " ' , Jflu..7. /'1711 ~I/V';; /l/~ /P?v;! 70 'it/ ~ _.f, " () ! ..l~7/" Ih .u'~~rI-4dJp I ~/j-l"" , 0-'vJ' ' ._ /i.Yd 71 ~ ,v ':'If,-,,,~.L,t,,;?-if aY,p;.e",) jI'" I' 'lIJ""1.1 ~ /. . -I -,<L- . ~ f/1r,..'I.XC-0- /0 /"''-"- ~~t". _, I' ' f/"Yt/~t ~t/'2/J /fVL/!--' . U ) !. ,~ P/ ~;<--- /"~V~'-'[ / 7'1J.;: !. 0?;'(i'J.rl/!I.~ lr~!.Aj/1--r,L/ I~,y/~J i'>""'-'- /J// . i'''/ ,fJ f rU --p1/4,-!/.A/.z-.P'-- P";;/f7v'-:..J-, "rIP!' vW'~ ;0 /;/1 . I. t//',v;/!/ I!e:v:'--'~ f'v""l-rV~ -ylvv ,tAc-~ v~J j.p "'ZV..ke!/Y'dfl -;nvv~1 /~ ,1 /El..., !., ,.e/"~ //:3/'''/''; l~, v:.A./ 7 ';J/1/I/;'/p-V>~'~ '~~'. ~ ~'/' /);4 r {.I -;-1 -,/",. . " . v w"v...aA4Yn' ....vlA" /1/'",,-, !- !?" "" - "'~ ..J- d If /J /vC/'-'-':>f" ,/(:!/vt- /y;/v::.:!/,;Y ~ -r . / . , /." .'A.... M' . " --" P -7' , ii:. ,/y/'-"'//; F'v/''"'YC'' 1 ,t-,k ,di/I.P'YC'-Y'" 'fI -! . " ' ,vnll,f /) IS /): . 77. f ,.~, J /r;i,/:r / / ., jl1 !" '-'1 );,1' ypt/---- V"'? pv:A:k; v ,- ,v ~ /' V" /1 O/. . )'J; c,. .' /()-7' // .1(#1 /~r - 'it/A/1/ /fvU-" / IY/V'" /)~:/"w!J ,I p.r' ;,''; ,/;t, "," ...,/:..,/.---. ,I."a , '" ( :L, - - /"~ ' v-- ,,-v' ~-= /f ' ~I ',r /,;/;/",;':/'- 07 ~ /?:y2/:Yo/Y d t9 f). . ?-,I) /,"/'/'-17;';-:":"'-- ~, f:..-yv'v'--"""I ;?;/-""' p:.-:.!--t/ /X:-.:JA-~7 v- . ;~~d/ ~~d~vJR~J'i~~ 1ft ",hi- c.~ """ >(' 0 f aWi' . doJ.,:;,o". RCC-37 0'2,63) COM~ION\\'I':A1.TII OF PI':NNSYYLANIA THANSFEH INIiEIlITANU; TAX m,SIlJENT DECEDENT SCIIElll'l.E "I)" 1l1'::\'I':FICIAllllcS BENEFICIA HIES AND ADDIIESSES 'lStutt' 1"u1 J n:\r.les 1I1lt! addn'ssl':i o[ all who , IJa\'(l un il1ll!I'(l~t, vested, cant ilillln!f, 01' nth!'I' Id.se, in estut.e) In;LATIONSHII' I (If s{{'p.children 01' : illt'g-ililllatl' children I ill'(' irl\'olvt'd, S{~t forth this faeU I niece es over 18 SI!IIVIVED I IJECEDI'::-I'I' STATE YES OH NO I DATE OF IJIII'I'II Elizabeth Bjork 10807 Rochester Avenue Los Angeles, California 0024 Avonelle Whitacher 36 South Pitt Street I none =c I I I 1 I !_-y_e-s_rQ.Y.eLl I- i I ._-,.~--.. I CA~l; ~113. Pl=lnn~y:l ,mn;!l 17m 3 , Warren Hunt : 150 vTilson Street Carlisle Penns Ivania 17013 I nephew -- ___y~_lover 18 , I ! Ann Jordan 409 West Louther Street Carlisle. Pennsvlvania 17013 -----1---- I "es lover 18 none none es over 18 11" rl\~i:!\~lt ~ d'~'I' . -:... ~ IJ "ti-,~I' t\ ~.;.'{'~,..t.:JJ:. }~.1 ~,.,.,,.'.;,.~..;I~;l:'" INTEH EST OF BENEfo'lCIAHY IN ESTATI'; Framed Chinese Prints~ hmid.eries-L--__ m4l1 Ch;n~"~ ge~"; and- 1/4 of residue p!=:t.nl1P fi ffllY'; YlP!=: on__ 1: (''lruQQ wn(1npn End tables: Lamll.s.. -,m_eW- tables: lazv bov chairJ___ I and upstairs f~ni ture I I I Glass Steuben Rabl);i,j;,___., I Clothing; and table wi th I --------,-. I folded sides I I Street ick ceramic Penns Ivania 1 01 I Figurine, tall girl, Ann Renard (Mutersbaugh) 234 Walnut Street yes lover 18 I njAr"'A I 17043 Gene (Eugene) Smith 131 West Pomfret Street PennsYlvania 1 01 I none I yes lover 18 Lois Foreman niece es over 18 ~9n r.h~~~y RT~PP+ Carlisle, Pennsylvania 17013 I , J)l~tl()f}(>nl nlrf,IlIJ)' SllYS that. lilt t.he IIho\'(!-llamc<cl hel1t~rlellll'l('s (lre living at. this time t'xccpt Iwlow: -r I I -I I -------------------.-..-.---- NAME r I I I DATI'; OF DEATH I I 1/4 of residue I Tilt top table Chair w/needlework bottom; Halnut dro leaf tablli___ Blue lates' anti ue chair, HESIDENCE ~ c ' eo'(;;' -' ~ '2 ~ E ....... :l e ~- 't:l"'S.8 <;: g, ~ ~"" c ~ --~ = ~ ~ " = c ~ e go ~ 0: Heal Properly Personal Properly Transfers ... SUM~lAHY (Seh, "A") ..(Seh, "If') ...(5eh, "C") Gross Taxable Estate ,. (I) (As H"por"''') ~ 51J ,iIOO, 00 ~.28,863,29 ~ $. . $ $83,263.05 (2) (As 1)<'I""n;",,") ~ $ $ $ $ $ ai ,-4, riI I- "" Ul' p:: Z ~ 'rl H ~ riI . ~ ,-4 ::> '" .~ ..l " ~ H G. ;.. ... zg ell 4( CIl ~ <I;Q o. '" riI '" - - ~ 4( of, IiJ r,.." .g Cl: " p:: I.<. IiJ 0 '0 .... ~ 0.. 0 0 ;:: ; ... :z: 0.. ..:: '" of, '" ~ ~ ~ ell 4( C\J ~ :I: ,-4 ~, W i- I- ;j. H' S Q " 0 ~ :r: "- of, p:; 0 QJ ~ Z p:: Z I- 0 I- H ,D 0.. .-: riI '" ~ [-l 0 c: ~ ~ I.<. riI 111 ;3 C l- oa: 0 rr:: 0 Cl: p:: " p:: <I; QJ 0 :<; 0 C'l .c: ... 'L: ~ " :.l '" ~ p:: +> - ~ Cl: . J:: <I; 0 i oa: ~ ..r, ~ - '2 ::< 0 ~' . 'E .; ~ ,- - ;;.. v .J U U " of, -- (I) (~ ) " SIJ~I~IAHY ( As 1l"I'f1rll'c1) (,I,; J).'lf'nnilll.d) 0 , - .g :.~ "It 1l1':t1 Pro11cI'ty (Sell, "A") .$ 5//,1100.00 $ "-' 0 ';: ~ E l\'l'sol1al Pl'Olwl'ty (S"II, "Il") $ 28,863.29 $ .:: ~ = e",c; ~ S.u Transfers (S"II, "C") $ $ , c' !:: u "l:' $ $ . <, -....... :J ~ I., u " c $ $ ~ E ~ ~ '" Cross Taxahle Estate $ 83,263.05 $ " Clf ~ rl f- ro ~ Z ." .,; H ~ " t>l . rl ~ ~ ~ , " '"" ~ H - :>< t>l :z:~ ctl ..: tI) '" ~ '" :;'iQ 0 - :;: ~ ..: ~ ~ +-t .~ ~ ~ 0.. t... "" 0 ;g 5 ... 0.. 0 0 :; ... w -<: w ::r: ib ctl -.: N ~ ~ t>l rl ;.., ~ t>l ~ l- . ;:l H 5 Q ~ 0 ~ - '" -<: ~ 0 Clf ~ z: ~ r:: 0 I- Z '" H .0 c.. -.: ~ t... t>l f;.1 0 ~ - I- ~ ~ c 0 r:>:: 0 Ct: 0 ~ <J; Clf - 0 ~ ,5 w c.'l .<:: "" 1': ~ ',' !: r:>:: ., ~ - . " ::; 'S ~ ::c <J; ~ :~ -<: " 'S ~. . '"" ~ * ;::..s ~ ~ :::~ ..:l U u (II (~) " SlJ~I~IAI\Y (As H<',,"'I"II) ( As DI'II'f1l1ilwd) c .. E "': 't- 1\1,,,1 Properly (Sell. ",\") $ 51j ,400.00 $ Vi: c .;: ~ E l',~rs()nal Properly (5('11, "II") $ 28,8113.29 $ .:: ~ ::: E-"5 '0 0. u Tnlllsfcrs ( Seh, "C") $ $ ~ E. L,O:.,. o u - $ $ :i~-t u ~ 0 $ $ . ~ E 0. "' u _ 0: Gross Ta~ahlc 'Estate $ 83,263.05 $ " <:) W M l- t) It: Z '0 oM H u g a w m ,~ ~ , u :;;, u H - ;.. 'c_ U ~ CIl W ,...t.I ('.! '" ..1 '" <:0 U - - ...~., ~ ..-. .~ t;..l: ~ c.: ~ 0:: - '5 @ :>. '" 1,-< 0 'l.t .. :>. 0 0 '0 i .. '" ..-. !;! :::::: ... (oj ~ N :t ~ W "t,:l M -, l- W I- ;j ~, S Q ~ C ~ - '" ..-. r::: 0 (l) ~ z i 1= 0 l- I'., '" H ;.) :>. ~ W L-l 0 I" !J. 9 c I- ---- 0 '" ~'1 ~ U c.: ~ 0:: <.l; <:) ~ 0 to:: W ~, .c~ .. '.' . !: t:.: +> - E ~ - :::: <( ;;"i 0 - j .,-, .... c ~, . :;;, ... ~ " $ ~ .;: ,j u u ,.~ ;:d c." ,,'" 6,'" ~g "''''' -..,0 ;"T1t"T1 "00 ,,6 '"" ::::!:! ,,:-.:-) ~ ~'fr1 .".-:) '" :- :g . " . "J t I I (1 < I " *. ~ M M ::l ~ ~ fll 'M M ~ ~ ~ :rl fa t) ~ . '" p:; .... ] ;:J 0 8 :;j I M il '" - '" U Z ~ - '" M ~ 0 0 M ~ - tIl t) 0 ~. ~ ~ 0 ~ !-t 0 '" 0 Z 0 '" '" >- !-t 0 - ~ Z ~ ~ !-t ~ Z z :::l ci - 0 P:: Z :><: ~ ::E CI ~ Z Z !-t ;:J U " Z - ~ '" ~ 0 0 ..: ~ - ~ U CI I'l< ...< I I 1 .1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERIlANCE TAX ASSESSMENT '*' COUNTY FILE NO: ,..:,' / >"/i ,_ "/ "..::-) l' , .'{-,....-t. - DATE ESTATE , , FILE NO. j COUNTY ,," /',. .' /'.,;1 TO: ~:.I.J /" ',. " .-1" ;' ,-' ...' / -<'-OJ' . rAJ / ''-/(1''. I . 1-.. . ,/ I' /-'. / /./ J. ../ /''''''''If.''' /' ',.'/ j I .... , ' ,. / I.' , r " -, ,..; ,- ... 7'--. Ir' 1/: , 'I "/~'I','" {.,/t.,<",- /. .. /' /J /1 ,- -;;; ',-/.- ,/)...., / ... :)'("./ -,f (" ..' i I r: C-((..../,n:.- ..'_.___ "', ..' / / I.., I 1.'-IltftA'-'~ i' ':", ,If i-' L<f..-::.r<.:../,.t..'"'f/j/",,-(kA1..tf_ ," ',r, -/./ r; ..., / "0 ,. ......'.' i~~.,/ (:'-- /// t// :3 DATE OF DEATH Appraised Value of Estate: Aeal Estate $ .-" I/,_/,,) ,'_I') Personal Property + ;-"'f' >;~,~: .:-'? , Jointly Held Property/Transfers + ---.. Total Gross Estate $ /~/ /~ I> ::, I " ;/ Total Approved Deductions - /,',. /?.'/ /,'.' I !~ Clear Value of Estate $,.4 1-'// / / . / Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax $ l </ /4/ / / Amount Taxable @ 6% Rate $ tax due $ Amount Taxeble @ 15% Rate ". L/ /LI; 1/ tax due $-/ ( :;; / I(~ , TOTAL PENNSYLVANIA INHERITANCE TAX OUE U i /\ ' $ I ;,<,;< / / c-, / It It.... .. .. A five percent discount totaling $ will be granted if the Inheritance Tax is paid by less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT ;- , r ")_/LI_ irO $ Jr'l .:/ /.)1) -'if} I + $ $ = $ " /.J ..:/llf). ./-0 ,. + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from . to date of payment. Interest due if paid by is .// ~/,,<_{C--- :;/-t.:I; ':;r"","I -../.....1...... 1.... /<' /-' .. I (,' $ <---' ','/ L.-..L.1....r.J-"-<.~'--- , <..:::.- ,-t", "'~ /IF/'(/c..~. / BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE Assessed by:' 1/ j / . ~ // See Information on Reverse Side Ag.rn~ot~~,com~~ J}<"j/",'-'D;''V ,:I,i.,;' ;',(". ,/ , _~~~_i::,Iflit!;;;,;"1N;;f." _...........~~_'"\'.~t"l:'\O' ,,,,,,,,,,t,"'l~ 1~':\:;o;;i::;-&W;~.~."'.J:f'.'}""'::';L'!)zr.:li:~""... ' - .' ~ti_":'",~_"", ,',...'., .-'" OfTICE OF THi> RI::GISTr:R 01" WILLO cumberland rllln! nC(...lO or _;.') (/ ,_,I' O[QUCTlONfj .A.lLUWI.U IN AND AGENT 01"" THE COMMONWliALTH COUNTY .:2/' ,j"..' STATEM~~'::(!)~iDEBTS AND DEDUCTIONS 'BO ~!nV17. IJ'):",' DA TC APPROVED D"TE OF FILING APPRAISEMENT /~' -/1- f3 D"n; NO. Oil' NA.ME OF PAYEE YOUCH5"1II 1979 Jan. 31 Master Char e United Tele hone Corn an pp & L Silver Springs Shores PP & L 05 Silver Springs Shores " 22 Silver S rin s Shores " 27 PP & L " 29 Borou h of Carlisle " 29 United 'l'elephone Company ESTATE OF " 24 24 31 31 04 14 26 03 18 30 30 " " " " " " " . ./t-/ 7.:<",",/J 4~e.. a Nr . I ;: f 'I yJ . _.:.I2IJU,' (!:. ',(7:Ltf/"4../-- At . tr of WIUs.( AlIut THE SUM or ~I^RGARET R. HOFF~1AI~ c'U!'I~iNSthe' 1101"0110:11 n r r,~Y'li"l '" December 31, 1978 OJ. n: OF DEATH REMARKII AMOUNT aceount account account aecount Mortgage payment 2/79 Mort a e account water/sewer account account ~ Silver S s Shores Silver S Shores United account Gulf Oil Cor oration Commonwealth National Bank account safe deposit box rental PP & L account Shenk Oil Corn an Insurnaee Co. of N. America account homeowners insurance 1"'" PP & L United Tele hone Com an Paul Kotner Jame Line, Tax Collector account re1mbursement of expenses i.neurred t ~ 1979 Count v & Bol"O R. E. Ta, PP & L account Penn Treat Life Ins. Co, United Telephone Company p ~ ""..... I" fOlffi He c .10 DEDUCTIONS A.LLOWIW IN THE SUM OF . /b7,V./I' OF'rlce OF' THii REGISTER OF WIl.I.6 STATEMENT OF DEBTS AND DEDUCTIONS " MY KNOWLtOGE AND .I:L.IEP'. THI! ,0Rli:QOING II A JUST AND TRU IE UATlhlENT OP' A.O,",INI8TRA.TION aUBMITTliO TO THE rlTATli. 0' 1\,' ^ Rn'" rn?11' R. 1-1 (YR17M ^ N IHHIRITANCE TAX PURPOIII. JI J , LV.. .WORN AND IU..CRIBID SIP'ORt "till: THIS --1 e>t..J...LOAV ~ ~~e~~:~ to 80 / . '-I nO,Ajl] ({ )-7(([ oF~nberland COUNTY Page 3 AND AGENT 01' THII: COMMONWIIi,lt,LTH ESTATE OF MARGARET R, HOFFMAN I,~.- W - ~) l.ATE OF OATE OF FILING APPRAISli:tAENT NO. 0.. VOUCI-l5"II N,,'H OF' PAyEE 12 22 W, R, Stubbs Insurance PP & L Insurance Co, of N. PP & L Borou~h of Carlisle James Line, Tax Collector Borou h of Carlisle 07 William E. Hoffman 0 Gretchen Hoffman 07 Caribee Clothes " 17 Patricia H, Vance Recorder " 24 PP & L 30 Mary C. Lewis, Reg. 30 Earl Jordan Plumber Au ~ t' , pp William E, Hoffman harles S ahr Auetioneer : Oct. 2 i T , i ALLOW NCES: nternal Revenue Service - a. De artment of Revenue ~ar C. Le~1i s Re ister '1m. A. Kramer 2nd illiam E, Hoffman lerlene Marhevka COMMONWEAL.TH OF PENN9YLV",NI", COUNTY OF CumberlRnd IHLLIAt'l E. HOF1;~~N MERLINE MAIU-![.VKA, t-J'.J1dt'l rv lie- lotl:\l.." (\Jr.,'.'.lhr.J (0urdY, I' .1, Mv tcmlid~.'CJl b,OiICS f.J I/IR~ DATE ^PPROVEO . .." jj.u.. rJ/ ;9$'!i "Ilit,td__ik ~kll/:C'" Reo"rl 01 Willi. Ao,nt t.he llilro"f'h or r,~Y'1i ~lp December 31, 1978 CATE 0" DEATH AMOUNT REMARKS 96 10 auto insurance account account 1980 Co. & Boro R, E, Taxes water/sewer account sno~l removal reimbursement of payment of auto insurance rem reimbursement of shipping be \ e~ e pro ' account 1% transfer tax account short certificate sale of of advertising letters appra1sal of real estate in Florid allOl~ance . 0 allowance for 1979 1979 filiD~ Inherltance,Tax Ret, & DebeS and J)edl '. ~ Atto e '" Executor's commission Notary fees $ ,*--.52:J--:...4 If I'"' 1:<.1,/'1 HU.UY CUTIN. THAT. TO TH! (.,-eT OF DEBTI! I"UNEAAI. txPEHSES AND EXP;:.NStB 0" ceLlo...D. AI ctQUCTIONI ,.OR (L.6.) Merlene Marhevka, notary fees $ 5.00 Closing Costs 200.00 TOTAL PRINCIPAL DISBURSEMENTS J 26,122.24 CONVERSIONS INTO CASH GAIN LOSS 07.l7.Bo Tract of land with improvements thereon erected situate at 150 Wilson Street, Carlisle, Pa. Inventory Value $52,000.00 Actual Sale Priee 52,000.00 -0- -0- 07.30.Bo 197B Chevrolet Malibu Inventory Value $ 3,Boo.oo Actual Sale Price 3,Boo.00 -0- -0- OB.06.Bo Personal Property Inventory Value $ 4,166.25 Actual Sale Price 4,166.25 -0- -a- GAIN/LOSS ON CONVERSIONS -0- .:.0- PRINCIPAL DISTRIBUTIONS William E. Hoffman: Personal property in kind $ 10.00 Cash 10,000.00 $ 10,010.00 Warren Hunt: Personal property in kind $ 567.50 Cash 10,000.00 10,567.50 Elizabeth Bj ork Personal property in kind $ 194.00 Cash 10,000.00 10,194.00 LI~,h LJ t:", 1:'>,..0 -4- Bosler Free Library: Personal property in kind William E. & Gretchen H. Hoffman: Personal Property in kind $ 50.00 $ 50.00 49.00 49.00 $42,510.50 TOTAL PRINCIPAL DISTRIBUTIONS INCOME RECEIPTS Var, Dates Commonwealth National Bank, Savings Account No. 18-0021981-6, interest $ 5.78 Var. Dates Prudential Insurance Company, Scott, Foresman & Company, annuity benefits 599.71 Var. Dates Prudential Insurance Company, annuity benefits 2,270.72 Var. Dates Equitable Life Assurance Society of the U. S., annuity benefits 2,966.88 Var. Dates Commonwealth of Pennsylvania, retirement benefits 7,495.66 Var. Dates Department of the Army, retirement benefits 8,101.24 Var. Dates Social Security, retirement benefits 5,428.80 Var. Dates Commonwealth National Bank, Trustee 3,452.67 Var. Dates Commonwealth National Bank,A-l fund interest 5,213.48 TOTAL INCOME RECEIPTS $35,534.94 INCOME DISBURSEMENTS 10.25.79 Prudential Insurance Company of America, refund of annuity benefits for January 1979 to May 1979 $ 599.71 05.06.80 Equitable Life Assurance Society of the U. 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