HomeMy WebLinkAbout80-00746
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No, 21-80 7.11;
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
In the Estate of
C. Lester Hoffman
, deceased.
To Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania,
Petitioner(s) is ~ the execut ~_ named in the Last Will and Testament of
G. Lester Hoffman dated August 4, 1978
Decedent was a citizen of the United States and a resident of Upper Allen
Township~, Cumberland County, Comrnonweallh of Pennsylvania,
Decedent died on
Wednesday
the 19th day of NovenIDer
A,D. 19~. In lhe
County of CUmberland , State of pennsv1vani< the age of .J!L years,
Decedent~ (has not) been married and Hll!:.(has not) had children born to him (kBij since the ex.
ecution of the above described Will,
Decedent was possessed of personal property to the value of $30.000
and of real estate to the value of none
as near as can be ascertained; said real estate situated as follows nta
Therefore, your petitionet~) respectfully apply(ies) for the probate of the said Last Will and Testa.
ment and for Letters Teslamentary theron,
D~ed Nov. 25. 1980
1[:-
Name and address
of Petitioner(~
GCNB Bank. N. A.
G~ ~. f'l(fM/Yl/
Trust part:Irent
21st & M3rket Streets
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CO~ON~EALTH OF PENNSYLVANIA l
COUNTY OF CUMBERLAND I
Camp Hill, PA 17011
ss
com Bank, N. A.
named in above application, being duly sworn . according to law say(s) that the
statements set forth in this pelition are true to the best of ~ts knowledge and belief.
Swom
and subscribed before
me, Nov. 25 1980
_-&tft1L,,:/-j!.-, 4~w
r- f -</~~Isler
Filed:
December 1, 1980
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Attorney Jon F. LaFaver ~
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L"'W OI""'Cc;S
JON F. L.AFAYER
117 THlftD .TftUT
Nt.W CU....EIIlL...ND. ......
':e V
....
LAST WILL AND TESTAMENT
OF
C, LESTER HOFnlAN
I, C. LESTER HOFFMAN, of Upper Allen Township, Cumberland
County, Pennsylvania, being of sound mind, memory and under-
standing, do hereby make, publish and declare this as and for my
Last Will and Testament hereby revoking and making void any and
all other wills by me at any time heretofore made.
1.
I direct that my Executor hereinafter named shall pay all
my just debts and funeral expenses as soon as conveniently may be
done after my decease,
II.
I hereby give and bequeath all of my furniture and all of
the tangible contents in my Messiah Village living unit unto LUCY
E. ADAMS.
III.
I hereby give and bequeath the sum of five hundred
($500.00) dollars unto GRACE UNITED METHODIST CHURCH, Lemoyne,
Pennsylvania, for the "Endowment Fund".
~
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IV.
I hereby give and bequeath the sum of two hundred fifty
($250.00) dollars unto WEST SHORE SENIOR CITIZENS CENTER, New
-zr
Cumberland, Pennsylvania, for the "Special Fund".
v.
All the rest, residue and remainder of my estate, whether
real, personal or mixed, and wheresoever situate, I hereby give,
devise and bequeath unto my hereinafter named Trustee in trust,
nevertheless, as follows:
Page one of five Pages
.~... ,"
A, My Trustee shall invest and reinvest the entire
trust fund and shall pay all of the income unto my son, RAY
STEELY HOFFMAN, for and during the term of his natural life.
These payments of income shall be quarter-annual. This trust for
Ray Steely Hoffman shall terminate absolutely upon his death,
B. If Patty Hoffman, wife of Ray Steely Hoffman, sur-
vives Ray Steely Hoffman, then beginning at the time of his death
my Trustee shall pay unto her one-half of the income from the
trust fund, and shall continue these payments until her death or
remarriage, whichever may occur first. The trust for Patty
Hoffman shall terminate absolutely upon her death or remarriage,
whichever may occur first. My Trustee shall accumulate the other
half of the income and shall distribute the same along with the
principal under Paragraph V C hereunder.
C. Upon the termination of the trust provided herein
for Ray Steely Hoffman and Patty Hoffman, my Trustee shall dis-
tribute the principal and any accumulated income as follows:
1. Fifty per cent (50%) unto GRACE UNITED METHODIST
\ CHURCH, Lernoyne, Pennsylvania, for the "Endowment Fund".
2. Thirty per cent (30%) unto ZEMBO TEMPLE AAONMS,
_ Harrisburg, Pennsylvania, to be credited to the 100 Million Dollar
Club for the benefit of Shriners Hospitals For Crippled Children.
~
Twenty per cent (20%) unto HARRISBURG eONSISTORY
3.
burg, Pennsylvania, to be used in the Building Fund.
VI.
TRUSTEE'S POWERS: My Trustee shall have the following
powers in addition to those given by law to be exercised in its
own sole discretion:
A. To retain any or all of the assets of my estate,
I.AW 0,"'1:.5
JON F. LAFAVER
Page twO of five Pages
II 7 THlPUl STIU:CT
MlW CUM.lIIl1....."D.......
LAW 0"IC,8
JON F. I.....FAVER
3'7 THIllD STllUT
Mew CUt.ll.eIlL...ND. ......
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real, or personal, including stock of my corporate fiduciary, or
of its parent holding company, as long as it may deem advisable.
B. To invest in all forms of property, including stock,
common trust funds and mortgage investment funds whether operated
y my corporate fiduciary or others, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem
roper.
C. To purchase investments at premiums; to charge
remiums to income or principal, or partly to each.
D, To subscribe for stocks, bonds or other investments;
o join in any plan of lease, mortgage, merger, consolidation,
xchange, reorganization, foreclosure or voting trust and to
eposit securities thereunder; and generally to exercise all the
ights of security holders of any corporation.
E. To sell at public or private sale, for cash or credit,
ith or without security, to exchange or to partition any real or
l
ersonal property and to give options for sales or exchanges.
F. To borrow money from any person, including Trustee,
j
nd to mortgage or pledge any real or personal property,
G. To compromise claims.
H. To make distribution in kind.
1. To exercise all power, authority and discretion
iven by this Instrument of Trust, after the termination of any
rust created herein until the same is fully dis tributed.
~
J. To purchase and hold investments in the name of a
ominee.
VII.
DISABILITY PROVISION: If any beneficiary shall, in the
pinion of Trustee, become mentally or physically incapacitated,
Page three of five Pages
'~,.
.....
Trustee may apply such beneficiary's income, for the support and
welfare of such beneficiary, directly without the intervention of
a Guardian.
VIII.
RIGHT TO ADD TO TRUST: Trustee shall receive and add
to the principal of this Trust any property which at any time
may be given to the Trustee by myself or by any other person, by
Deed, Will or in any other manner.
IX.
PROTECTIVE PROVISION: All income shall, until actual
distribution to the beneficiary, be free and clear of the debts,
contracts, alienations and anticipations of any beneficiary and
the same shall not be liable to any levy, attachment, execution or
sequestration while in the possession of Trustee.
X.
I hereby nominate, constitute and appoint CCNB BANK,
N. A. as Trustee under this, my Last Will and Testament.
XI.
I hereby nominate, constitute and appoint CCNB BANK,
N. A. as Executor of this, my Last Will and Testament.
XII.
No fiduciary acting under this Will shall be required
to post bond in this jurisdiction or in any jurisdiction in which
he may act.
IN WITNESS WHEREOF, I, C. Lester Hoffman, the Testator,
have unto this, my Last Will and Testament, set my hand and seal
this ~~\:..~ day of August, A. D., 1978,
<. ~', ~,,,t-,, J7rII-~ A-
. ,
(SEAL)
LAW O..,ICE.
JON F. LAFAVER
Page four of five Pages
317 THIIlD STIlEItT
MEW tUMSellLAHO. PA.
LAW OJ'J'lCES
JON F. LAFAYER
117 THt"O STJIlUT
MItW CUMIEJIlLAMO, "A.
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SIGNED, SEALED, PUBLISHED and DECLARED by C. Lester
Hoffman, the above-named Testator, as and for his Last Will and
Testament in the presence of us, who have hereunto subscribed our
names as witnesses at his request, in the presence of the said
Testator and of each other,
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Page five of five Pages
OATH m' PERSONAL REPRt:SENTATlvt:
COMMONWEALTH or PENNSYLVANIA ss:
COUNTY or CUMBERLAND
Before me, the Register for the Probale of Wills and gtanting of Lelters of Administration in and fot the County of
eCNB Bank. N. A.
Cumberland, personally came
Executor
who, being duly
=m
,do es
depose and say that as
of the last Will and Testament of
c. Lester Hoffrran
deceased
it will well and truly administer the goods and chattels, rights and ctedils of said deceased according to law. And
also will diligently comply with the provisions of the law relating to Transfer Inheritances. Sworn
G--ld
/:
and subsctibed before me.
Nov. 25
80
A.D., 19_
dd~
Register
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DECREE
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1st
December
80
,A,O..19_. thete was ptobated and
Be it remembered that on the
day of
C. Lester Hoffman
late of
recorded the last Will and Teslament of
Upper Allen Township
. Cumberland County, Pennsylvania,
Bank, :-I. A.
CCNB
Deceased, Letters Testamentary were granted to
Witness my hand and official seal the day and year aforesaid.
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COMMONWEALTH OF PENNSYL..V...NI...
DEP"'RTMENT OF REVENUE
BURE"'U OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
, TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*
DATE ] /2\)131
. .
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made lor coosent to the tronsler 01 the following securities of a Pennsylvania
Cotporatian at a National Bonking Association located in Pennsylvania:
(0) 129 shsre~b) Pennsvlvsnia PO~ler I< Lil~ht Company (c) connnon stock
(NOTE: In describing secutities enter in (0), ab Ole, either the number 01 shores 01 stock or the lace amount 01
tegisteted boods, in (b), the nome 01 the issuing company and in (c) the class 01 stock or the stated interest rate
and maturity date 01 registered bonds.)
date of
ISSUED ON 11/19/80 death, and having a TOTAL MARKET VAoLUE OF $ 2.201. 06
(0.,.)
os 01 the dote 01 death of the decedent, (" T "'~tQr l-Tn~f'rn.T' , on Nnvpmhp... 1 Q r ] QRO
(Hamo of Oecedent) (Doto of death)
who was late of 1 nn 'ft. ^ 111'" nr-l VI'
(Stroot and Humber)
Xechanicsburl~. Cumberland
(po.t Offlc.) (C.un'y)
Pennsylvania
(S'.,.)
The securities ate registeted os follows: C. Lester Hoffman
(Hamo or names In which certificates ore registered)
ADMINISTRATOR) CC:ilB Bank. II. A.
EXECUTOR) (Nom.)
17011
21st & '{arket Ste. C~mp Hill, PA
(...dd...,)
NAME OF APPLlCANTCrais: C. Dunn. Ass'!: Vice PreR &
Trust Officer
COUNTY FILE NUMBER 21-80-746 ADDRESS OF APPLICANT 21st & ~larket Ste. ,CaTT\1l Hill. PA
BUREAU FILE NUMBER SIGNA TURE OF APPLICANT ~ c., l2J ~
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS Affl.!/CkTIYlIl. f!f ilPlt.~M 'Brust Officer
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE
I hereby consent to the transfer 01 the above securities now registered in the nome 01 t
Decedent and waive the filing 01 0 certificate certilying to the payment 01 the transfer inheritance tax to which
the property 01 said Decedent is made subject pursuant to the provisions 01 the Act of June 20, 1919, P.L. 521,
os amended and the Act 01 June 15, 1961, P.L. 373, as amended. This is also in accordance with the provisions
of the Act of April 9, 1929, P.L. 343.
This Consent to Transler the herein described prapetty operates only in relerence ta the estate 01 the
above-named Decedent.
*~
COMMONWEAL TH OF PENNS:iL"VANIA
OEPARTMENTOFREYENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
*'
DATE 2/9/81
APPLICATION (MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby mode for cCl1sent to ti,e transfer of the following securities of 0 Pennsylyania
Corporation or 0 Notional Bonking Association located in Pennsylyania:
(0) H9 (b) PllRJ;1I1Y!"IItl1 '1 PnMnr ,~ T,i ght Company (c) common stock
(NO : In describing securities enter in (a), ab Ole, either the number of shores of stock or the face amount of
registered bonds, in (b), the nome of the issuing company and in (c) the closs of stock or the stated interest rote
and maturity date of tegistered bonds.)
ISSUED ON 11/lQ/RO ,and haYing a TOTAL MARKET VAtUE OF $
(Oat.)
os of the date of death of the decedent C. Lester Hoffman
,
(Name of Decedent)
2,201.06
11/19/80
, on
(Do~e of death)
who was late of 100 l1t Allen Drive Mechauicsburg Cumberland Pennsytvania
(Street and Number)
(Po.t Ollie.)
(County)
(Stol.)
The secutities are registered os follows:
C. Lester H06fman
(Name or names In which certificates are registered)
t~~j[~ CCNB Bank, N.A.
mfecufolf) (Nom.)
COUNTY FILE NUMBER 2'-RO-7t./;
2101 l-tarket St, Camp Hill, PA 17011
(Addr...)
NAME OF APPLICANT Robert H. Lane
Vice President & Trust
ADDRESS OF APPLICANT 2101 . r et St
Ott1cer
lUll, PA
BUREAU FILE NUMBER SIGNATURE OF APPLICANT
NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APP ION, IT WIL
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYL VANIA - DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DAT <:
I hereby consent to the transfer of the above securities now registered in the name of the afaresai
Decedent and waive the filing of 0 certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is mode subject pursuant to the provisions of the Act of June 20, 1919, P.L. 521,
as amended and the Act of June IS, 1961, P.L. 373, os amended. This is also in accordance with the ptoyisians
of the Act of April 9, 1929, P.L. 343.
This Consent to Tronsfer the herein described property operates only in reference to the estate of the
above-named Decedent.
*~ By
.__..... =- __ ____ -- C' --..
1I!'!llV.IIOZU " ,; " ' , .
~~!::,.):., " ',," ", ' COMMONWEALTH OF PENNSVLVANIA
4 NO.Ko 0 0 494 DEPARTMENT OF REVENUE "
':7:', OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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986.08
TAXAT 6%_
TAX AT 15%
~ : RECEIVED CCNB Bank, N. A.
I '\ FROM
TAXAT_%
ADDRESS
21.~ ~ Mark.~ stroets
ESTATE TAX
p.
camp Hill, pa. 17011
'--EsTATEmFORMATKlN~!i~;---19--i~BO----------
DATE OF DEATH .,
TOTAL TAX CREDIT
NAME OF DECEOENT
21-80-746
P~bru.ry 17, 1981
C. LBSTBR HOFFMAN
C\1JIIberland
49.30
COUNTY
m
m
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_l
FILE NUMaER
OATE OF PAYMENT
936.78
------------------------------------------
TOTAL AMOUNT PAID
POSTMARK OA TE
,MARKS:
, -,.-'
RECEIVED BY
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Reqi.ter of Will.
SEAL
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REGISTER OF WILLS
--------------------------------
RCC.J 14..131
APPLICATION FOR CHARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of MIIY 28. 1956. P.L. 1757. and Act of June 15.1961.
P,L. 373, 05 amended)
COMMONWEAL TH OF PENNSYLVAlltA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
Application is hereby filed lor the approvol
of an exemption from Pennsylvania Transfer
Inharitance Tax on the transfer of the property
d..cribed below:
1. Bureau File n__A/-:~()-:,?'f'&.m"
2. Da'e 01 Death ~_11/19/80
3. Date 01 Approval _~:Jzdl-?;I_1-1ZL
4. Name of Decedent (/ C. Lester Hof.froa[l
-_.~_._-----
5. The Commonwealth's appraised yalue of the property lor which an exemption is claimed is S 750.00
(Note: Where lhe proporty is ather lhon a specified amount 01 cosh. the exemption cannot be approved until lhe volue of
the property has been established by approisol by the Commonweolth, except in those cose. where the amount of the gift
or bequest repre.enls a slated Iractionolar percentoge portion 01 the entire e,tote or the entire residue, In those cases
enter such fractional or percentage amount above).
6. Check lhe manner in which the transler was ellected ond submit 0 copy 01 the document authori.ing the tronsler, unles.
such material has been previously filed,
WILL tl;
DEED 17;
TRUST INDENTURE 17;
SURVIVORSHIP 17;
OTHER 17;
(II other, explain)
7. Correct Business Nome and Address of Charitable Organization receiving property:
HAME
IlEOd~ Tlni .~~ 'l;il;hodirt Church
n owment 'un
(~~OO 00 Request)
ADDRESS 1.11. 'J.to....m::ln Auonllo, T omnJmo. Ph.
170(.1.
[] See listing on reverse side for additional charitable organizations coyered,
8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct.
CCNB Bank, N.A., Executor of the Estate D
of C. Lester Hoffman Bv'. 11 'L-~ c.... - ~""vro-
Signature 01 Appliconl - ~-r'
Addre.. 01 Applicant
2101 }mrket Street, Camp Hill, PA
17011
Official Title A!=:~i~t'::Int' Virp. pyo,:>c:drlpnt' 1:., '1'T"I1C::t' nffilh!te
June 12. 1981
This fOlm mu,t be completed In "lpHco'o ond 01' three copi.. deHvelod to .he Reg;,'e, of Wills fo' ,he Coun'y in which 'he decedent
resided, er In which le"e.. we,e luued fo' 0 nan"esident decedent's estete. \I ,he decoden. wes 0 non.,e,lden' of Pennsyl,enie end
lotters were not Issued by a Pennsylvania Register of Wills, deliver all throe copies to the Directof, Bureau of County Collections,
Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Po.
Do not write below this line. For Ollicial Use Only
APPROVED: For the Secretary 01 Revenue REFERRED to Bureau Headquarters
Approved 17
For Secretary of Revenue
Denied' 0
(Initials 01 Register 01 Will.)
{Authori .ed Signature}
(County)
(Title)
(Date 01 Ralerroll
(Dote 01 Action)
.. See reverse side for reasons
MUST BE FILED IN TRIPLICATE
Inventory of the real and personal estate of
C ._Lcstcr_lloffman---,
REAL PROPERTY
None
PERSONAL.~~~RK~TY
CCNB Bank, N.A.:
Checking Account #403-344-5
Plus: Receipt of Additional Deposits
Certificat~ of n~pr.3it #1~46S
,~r.cr'J~1 1:clte~e3t to 1)~te of Death
Savh?tl .~r.cvi1nt 11014-108916-9
HARRIS SAV!"!I}S ASSOCIATION:
Certificate of Deposit #4-09-136122
Accrued I~t~~~st to D~t~ ~f Death
DEFENSE ACTIVITIES FEDERAL CREDIT UNION
Savings AccounL ffl~62
Accrued Interest to Date of Death
U. S. Savings Bonds, Series H, dated 7/1/78
Accru..,i Interest to Date vi Vc,ath
129 Shares - P.P.&L, Common Stock @ 17.0625
217 Shares - CCNB Corp. Common Stock @ 10.00
CASH RECEIPTS:
CCNB Bank, N,A. - Safe Deposit Box Refund
Bell of Pa. - Refund
Dalton Hoffman, M.D. - Refund
Capital Blue Cross:
65-Special Benefits
Contract Cancellation Refund
DAFCU Group Life Insurance - Proceeds
TOTAL
deceased,
l
- 0-
4,134 38
1,614 49
1,500 00
26 88
5,266 87
5,000 100
\ 146 \89
I
i
Ii 4,573 91
43 50
1\ 21,500 ! 00
II 522 99
I'
I 2,201 06
I
i
\ 2,170 00
I 7 56
4 \ 32
29 17
202150
18 35
1 602 I 50
50,565 37
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
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55:
.1
nJ.,-_c;.r_~ig _.9. _,l)unl),,_A'ts,is tanLV!ce, l'resident_,and- Trust-Officer-. __CCNB--Bank.-N.A.- -- --,----'-
being duly _sworn_-- __,___ according to law, deposes and says that he __is_Executor------'--
___----- ____' ,__n __,____' __,_un of the Estate of -G._l.es-tel.'-lIof-f-man
late of Ilpner Allen Town.hin ' Cumberland County, Pa., deceased and that the
within is an inventory made by ____CCNB Bank._N,A.--- - ,--- --..--, the said-Executor
of the entire estate of said decedent, consisting of all the personal prop..ty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the data of decedent's death,
c;-
~ )rll("l~' rJ
\ CCNB Bank. N.A., Executor of
, th,e ~tat~ of C~L.ster Hoffman
By:......lLW<-<;I Q . ~,~~5J;...O.f.fic.llr--
--" EXlcutor . ~~~
and subscribed before me,
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Date of Deoth
19
November
Month
1980
----~.---_.
Yur
D.y
INSTRUCTIONS
I. An inventory must be filed within three months alter appointment of personal representative,
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be ottached as to personalty or realty
4, See Article IV, Fiduciaries Act of 1949.
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I ~*ii,;',,,\:<'~:,.,!.,;';' ", COMMONWEALTH OF PENNSYLVANIA
; 4 ~No:K<'!29593, ' ' " DEPARTMENT OF REVENUE
! ;'11:'7. ,". . OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX
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ESTATE TAX
c.-p sill, Pa. 17011
TOTAL TAX CREDIT
229.23
,----------- --------- --------------------
ESTATE INFORMATION: Nov. 19, 1980
DArE OF DEATH
FILE NUMBER
21-80-746
DATE OF PAYMENT
June 16, 1981
C. LISTER HOPFMAN
CUlllberland
m
m
LESS DISCOUNT
PLUS % INTEREST
(FROM TO_I
NAME OF DECEDENT
COUNTY
TOTAL AMOUNT PAID
229.23
POSTMARK DATE
REMARKS: "PAID ON ~COt1NT"
SEAL
RECEIVED BY
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COURT OF CONMON PLEAS OP CUMBERI.AND COUNTY
..
PENNSYLVANIA ORPHANS' COURT DIVISION
NO. 21-80-746
Estate of C. LESTER HOFFMAN, Deceased
Late of Upper Allen Township
FIRST AND FINAL ACCOUNT OF
CCNB BANK. N.A., EXECUTOR
Date of Death: November 19, 1980
Letters Granted: December 1, 1980
First Complete Advertisement of Grant of Letters: December 3, 1980
Account Stated to June 30, 1981
SUMMARY & INDEX
Pages
PRINCIPAL
Receipts
Net Gain or (Loss) on Conversions
3 $51,455.70
4 (193.02)
$51,262.68
5 -17.935,66
$33,327.02
-0-
Adjusted Balance
Less Disbursements
Balance before Distributions
Distributions to Beneficiaries
Investments
Capital Changes
Principal Balance Remaining
$33,327.02
INCONE
Receipts
Less Disbursements
6
6
$ 2,589.34
-129.47
Balance Before Distributions
Distributions to Beneficiaries
$ 2.459.87
-0-
Income Balance Remaining
$ 2,459.87
$35,786.89
COMBINED BALANCE REMAINING
L10LK
- .~
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,
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COMPOSITION OF NET BALANCES
PRINCIPAL
Cash Equivalents
Trust for Short Term U. S. Government Securities
Cash
$35,149.00
61. 50
$35,210.50
TOTAL PRINCIPAL
INCOME
Cash
TOTAL INCOME
TOTAL PRINCIPAL AND INCOME
$ 576.39
$ 576.39
$35,786.89
2
lIdi,R ~9 (huE 21i'~
6-12-81
2-2-81
4-6-81
5-18-81
7-20-81
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PRINCIPAL RECEIPTS
.!.nven tory Filed
Per Copy of Inventory Attached
$50,565.37
Adjustments to Account Values
None
Sub~equent Receipts
Social Security Administration - Lump Sum Death
Benefit
D.A.F.C.U. - Closing Balance of Share Draft
Acct.
Internal Revenue Service - Tax Refund
Hessiah Village ,- Refund
$255.00
5.09
540.00
90.24
890.33
TOTAL PRINCIPAL RECEIPTS
$51.455.70
3
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COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
CRAIG C. DUNN, being duly sworn according to law, deposes and says that
he is Assistant Vice President and Trust Officer of CCNB Bank, N.A., the Executor
named in the foregoing account; that as such is authorized to make this affidavit on
its behalf; that the facts set forth in the foregoing First and Final Account of the
Estate of C. LESTER HOFFMAN, DECEASED, ARE TRUE AND CORRECT TO THE BEST OF HIS
KNOWLEDGE, INFORMATION AND BELIEF.
c-.b~
Assistant Vi e President and Trust Officer
Sworn to and Subscribed before
me ,!;hLS...;1)~<fday of
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COHMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUHBERLAND
CRAIG C. DUNN, Assistant Vice President and Trust Officer, being duly
sworn according to law, deposes and says that the Proposed Schedule of Distribution as
stated is true and correct.
CCNB BANK, N.A.
~c.~~
Assistant Vice President and
Trust Officer
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Sworn to and Subscribed
be~l>>'e""E1"th~~ .':) ;)",4 day
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'".vO;..~5~'.tli\I; ~61.Ii<Crland CounlY, Pa,
""',' ~'I'il'f~~,~Tl Expires July 5, 1985
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REV.484 ~X+ (s..eOJ
INHERITANCE TAX SUMMARY SHEET
(BUREAU USE ONLY)
21-80-0746
o Original
o Supplemental
o Remainder
I, lhe unde..lgn.d duly appointed Inheritance Tax Approisor in and for tho County of Dauphin
Pennsylyonla, do rtlp.ctfully report lhal\ nOYO opproi.od the real and porsonol property a. reportod in the foregoing
re1um at lhe values set forth opposite each Item In lhe 'o.t column to the right in Schedule. "A", "B", "C", and "E"
, " If I It ' '
Dated: August 4.1981 . )(1/1(/11(<' (' If nld U
INHERITANCE ,-AX APPRAISER
Fi I e Humber
Estate Home
HOFFMAN, C. Lester
Dote 01 Death
11/19/80
Social Secutity Humber
181-07-9003
REPORT OF IHHERITAHCE TAX APPRAISER
INVENTORY
VALUE AS APPRAISED
coaE
ADJUSTMENTS
(HARRISBURG USE ONLYI
Real Property (Schodule A)
Personal Property (Schedul. B)
Joln,.Held Prop.rty (Schedule E)
Transfers (Schedule C)
$
None 00+
50 565 37 10+
None 20+
None 30+
50,565 37
40-
TOTAL GROSS ASSETS
Le.. D.bt. and DeductIons
(SCHEDULE F)
CLEAR VALUE OF ESTATE
o Life Estate
o Annuity
~
FACTOR
PRINCIPLE
FOR IJSE OF REGISTER ONLY
TalC on $
CODE
6%
15%
Tox on $
Tax on $
TalC on $
TalC on S
ElCemptlons
Total Estato
TOTAl. TAX
INTEREST FROM
BALANCE
TO
L.eu Credits
DATE OF PAYMENT
AMOUNT PAID
5
INTEREST FROM
SALAN CE DU E
REMAINDE R APPRAISEMENT CODE
92+
93-
VALUE
CODE
I
COMPUTATION OF TAX
S
$
S
S
$
$
$
$
TAX CREDIT
S
REV-449 EX,' (3.aO)
C'OMMONWEAL TH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFER INliERITANCE TAX
RESIDENT DECEDENT
AFFIDAVIT OF .. ~. ,
FIDUCIARY ,
(In.truetion. on Reverse Side)
Eslate of --C..J.ester-lloffman..-
Lost Add ress .J.09_Mh.An~!U~!,!Y,e
Dote of Death 11/19/89
Social Security No. 1 Rl-07-QOOJ
NechanicsbuEgLI?a. 17055
(CITYI (STATEI (ZIP)
Bureau File No.
County File No.
21-80-746
1. Decedent died:
( ) Inlestate (without 0 will)
(X) Testate (leaving 0 lost will--capy attached)
2. Is lhe filing of 0 Federal Estate Tax Relurn required for this estate? Yes_ No X
3. (X) Executor/IXKOIlIlIXIit
) Administrator/Administratrix
Nome CCNB Bank, N.A.
4. All co rrespondence should be moi led to (
Attorney
) Fiduciary.
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Address 2101 Narket Street
-4:amp-H-i.ll-,-P..a~
ICITYl (STATEt
17nl'
IZIPI
5. If on attorney is representing the estate, indicate:
Nome Jon F. LaFaver
Address 317 Thtt-cLS..t.t:e.e.t
New Cumher1 :mn J P::.
ICIlY) (STAlEI
1707n
(ZIP)
List 011 safe deposit boxes registered in the decedent's individual namehor jointly with, or os on agent or deputy
of another, or in decedent's individual nome with right of access by onot er os agent or deputy. Include the nome
and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box
is tegistered and the relationship of the joint holders to the decedent.
NAME AND ADDRESS OF BANK OR OTI<ER INSTITUTION
IN WHICH OECEDENT MAINTAINED A SAFE DEPOSIT BOX
an ,
Cedar Cliff Branch
NAME OR NAMES IN WHICH
SAFE DEPDSIT BOX IS REGISTERED
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
C. Lest r
Under penalties of perjury, I declare that I hove examined this return, including accomponying schedules ond
statements, and 10 the best of my knowledge oe&%el~~~k'.ill~'X~' correct and complete.
Exe~utor of le Estate of C. Lester Hoffman
By:V..... C. ~ S to i Pre~. (; 112/P; J
. .
SI NATURE OF FIDUCIARY DATE
PENNSYLVANIA INHERITANCE TAX GENERAl. INFORMATION
1. PERSONS RESPONSIBLE FOR RETURN
Section 701 of the Inheritance and Estate Tax Act of 1961 provides t11Jt the followinr. persons shall prepare and file
a return:
a. The personal representative of [he estate of the decedent JS to property of the decedent adrnilllstered by him
and such additional property which is or llIay he subject to Inheritance Tax of whili, he/she shall have or
aCQuire knowledge;
b. The transferee of property upon the transfer 01 which Inheritance Tax is or nwy be imposed by the 1961 Statute,
including a trustee of property transferred in trust, provided that no separate returllneed he made by the transferee
of property included in the return of a personal representative,
2. PLACE FOR FILING
The return is to be filed in duplicate with the Register 01 Wills of the county wherein the decedent resided,
3. TIME FOR FILING
The return is due nine monUls after the decedent's death, unless an extension for filing has been applied for and
granted by the Secretary of Revenue within Ule nine-month period.
4. FAILURE TO FILE RETURN
Section 791 of the 1961 Statute provides that" , . ,any person who willfully fails to file a return or other report
reQuired of him, . .shall be personally liable. . ,to a penalty of 25% of the tax ultimately found to be due or $1,000
whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by
law."
5. TAX RATES
Inheritance Tax is payable at the rate of6% on transfers to lineal descendants, such as father, mother, husband, wife,
son, daughter, grandchildren, p.randparent, son-in-law and daughter-in-law and at the rate of 15'10 as to all others,
6, PAYMENT OF TAX
The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest
at the rate of6% per annum accrues thereafter until payment is made. All payments received are fi rst applied to any
interest which may be due with any remainder apptied to the tax, I F TAX IS PAl D WITHIN 3 MONTHS AFTER THE
DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT IS ALLOWED,
All checks should be made payable to Ule Register of Wills of the county wherein the decedent resided and are
received subject to the final determination of the Department of Revenue,
7. FAILURE TO PAY
The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until
the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's
estate or against any property belonging to a transferee liable for the tax,
8. FILING OF FALSE RETURN
Any person who willfully makes a false return or reporl reQuired of him shall, in accordance with Section 793 of the
1961 Statute, be guilty of a misdemeanor and, on conviction Ulereof, shall be sentenced to pay a fine not exceeding
, $1,000 or undergo imprisonment not exceeding one year or bOU1,
. REv-4,O EX+ (3.80.
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMEIoT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
*
(Instructions on Reverse Side)
ESTATE OF --G.J.ester_Hoffmnn--
I ES1IMA 1 ED DEPARTMENl
ITEM
NO. DESCRIPlION MARKEl VALUATION
VALUE (OFFICIAL USE
ONLYl
NONE -D-
.
TOTAL THIS PAGE -0- -tJ-,(
I'
REV-4U EX+ (3.80)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
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Estate of
ITEM
NO.
10.
11.
SCHEDULE "B"
PERSONAL PROPERTY
'*
(Instructions on Reverse Side!
C. Lester Hoffman
DESCRIPTION
ESTIMATED DEPARTMENT
UNIT MARKET VALUATION
VALUE VALUE (OFFICIAL USE ONL Y!
4,134.38/
1,614.49 '
1,500.00 .'
26.88"
5,266.87/
5,000.00/
146.89/
4,573.91/
43.50 /
21,500.00/
522.99/
17.0625 2,201.06/
10.0 2,170.00/"
1.
CCNB BANK, N.A.
Checking Account #403-344-5
Plus: Receipt of Additional Deposits
Certificate of Deposit #18468
Accrued Interest to Date of Death
Savings Account #014-108916-9
2.
3.
4.
HARRIS SAVINGS ASSOCIATION
Certificate of Deposit #4-09-136122
Accrued Interest to Date of Death
5.
DEFENSE ACTIVITIES FEDERAL CREDIT UNION
Savings Account #1162
Accrued Interest to Date of Death
6. U.S. Series H Bonds, dated 7/1/78
Accrued Interest to Date of Death
7. 129 Shares - P. P. &L., Common
8. 217 Shares - CCNB Corp., Common
CASH RECEIPTS
9.
CCNB Bank, N.A. - Safe Deposit Box Refund
7.56
Bell of Pa. - Refund
4.32
Dalton Hoffman, M.D. - Refund
29.17
Capital Blue Cross:
65-Special Benefits
Contract Cancelled - Refund
DAFCU Group Life Insurance - Proceeds
202.50
18.35
1,602.50
TOTAL THIS PAGE
-......
50,565.37 ~ ?'tS: J7.1l
}-\"
QUESTIONS CONCERNING PROPERTY TRANSFERS
1. Did decedent, within two years of death, make any transfer of any materinl p,ut of his estate without receiving
valuable and adequate consideration? (Answer "Yes" or "No".) No
2. Did decedent, within two years of death, transfer property frol~ himself! herself to himself/herself and anoUler party
or parties (including a sfJouse) in joint ownership? (Answer "Yes" or "No",) ~
3. If the answer to one or two above is "Yes" and tile transfers arc clJimcd to he nontaxable, provide the following
information:
a. Age of decedent at time of transfer.
b, Copy of death certificate.
c, Affidavit by the atlending physician indicating the state of decedent's hOillth at fime of transfer.
d. All other information supporting nontaxahility of lianster.
4. Did decedent, in hislher lifelime, make any trilnsfer of property without receiving a valuable or adequate consideriltion
therefor which was to take effect in possession or enjoYlne!lt at or after his/her death? (Answer "Yes" or "No".) No
a, Was there any pOSSibility that the property transferred might return to transferor 01 his/lrer estate or be subject
to his/her power of disposition? (Answer "Yes" or "No" ,)
b, What was the transferee's age at time of decedent's death?
5. Did decedent in his/her I ifetime make any transfer wi thout receiving a valuable and adequate consideration therefor
under which transferor expressly or impliedly reserves for his/her life or <lny peried which does in fact end before his/her
death:
a, The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) ~
b, The right to designate the persons who shall possess or enjoy the property transferred or inceme therefrom?
(Answer "Yes" or "No",) No
6, If the answer to five b, above is "Yes," state whether the right was reselved in decedent alone or others.
7, Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income
to or for the benefit or care of transferor? (Answer "Yes" or "No".) No
8, Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, bec~use of
a reserved power to alter, amend, or revoke, or which could revp.rt to decedent under terms of transfer or by operation of
law? (Answer "Yes" or "No" ,) No
9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved
: in the decedent alone or the decedent and others? (Answer "Yes" or "No",)
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,0
.Jox F. 1....1'...."'.EII
317 THIRD STREET
NEW CUMBERv.ND, PENNSYLVANIA 17070
0.
LAST WILL AND TESTAMENT
OF
C, LESTER HOFFMAN
I, C. LESTER HOFFMAN, of Upper Allen Township, Cumberland
County, Pennsylvania, being of sound mind, memory and under-
standing, do hereby make, publish and declare this as and for my
Last Will and Testament hereby revoking and making void any and
all other wills by me at any time heretofore made.
1.
I direct that my Executor hereinafter named shall pay all
my just debts and funeral expenses as soon as conveniently may be
done after my decease.
II.
I hereby give and bequeath all of my furniture and all of
the tangible contents in my Messiah Village living unit unto LUCY
E. ADAMS.
i
~\\ I hereby
1l (,500.00) dollm
~lpennSY1Vania, for
~ I hereby
III.
give and bequeath the sum of five hundred
unto GRACE UNITED METHODIST CHURCH, Lemoyne,
the "Endowment Fund".
IV.
give and bequeath the sum of two hundred fifty
~ ($250.00) dollars unto WEST SHORE SENIOR CITIZENS CENTER, New
LA" o"ru:~.
I Cumberland, Pennsylvania, for the "Special Fund"_
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'\real, personal or mixed, and wheresoever situate, I hereby give,
I devise and bequeath unto my hereinafter named Trustee in trust,
\ nevertheless, as follows:
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V.
All the rest, residue and remainder of my estate, whether
Page one of five Pages
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A. My Trustee shall invest and reinvest the entire
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trust fund and shall pay all of the income unto my son, RAY
STEELY HOFFMAN, for and during the terTn of his natural life.
These payments of income shall be quarter-annual. This trust for
Ray Steely Hoffman shall terminate absolutely upon his death.
B. If Patty Hoffman, wife of Ray Steely Hoffman, sur-
vives Ray Steely Hoffman, then beginning at the time of his death
my Trustee shall pay unto her one-half of the income from the
trust fund, and shall continue these payments until her death or
remarriage, whichever may occur first. The trust for Patty
Hoffman shall terminate absolutely upon her death or remarriage,
whichever may occur first, My Trustee shall accumulate the other
half of the income and shall distribute the same along with the
principal under Paragraph V C hereunder.
C. Upon the termination of the trust provided herein
for Ray Steely Hoffman and Patty Hoffman, my Trustee shall dis-
tribute the principal and any accumulated income as follows:
i
\ CHURCH, Lemoyne, Pennsylvania, for the "Endowment Fund".
~l\1 2. Thirty per cent (30%) unto ZEMBO TEMPLE AAONMS,
~, Harrisburg, Pennsylvania, to be credited to the 100 Million Dollar
~i\ Club for the benefit of Shriners Hospitals For Crippled Children.
<II
~ii 3. Twenty per cent (20%) unto HARRISBURG CONSISTORY
~,"I\ AASR, SCOTTISH RITE eATHEDRAL, 2701 North Third Street, Harris-
I'd i
~\' burg, Pennsylvania, to be used in the Building Fund.
i. VI.
"
1.
Fifty per cent (50%) unto GRACE UNITED METHODIST
,
TRUSTEE'S PO~ffiRS:
My Trustee shall have the following
,
I\i powers in addition to those given by law to be exercised in its
'I own sole discretion:
I A, To retain any or all of the assets of my estate,
i
T"'IlD .'Ill'"
Page two of five Pages
cu....c......o. ....
real, or personal, including stock of my corporate fiduciary, or
of its parent holding company, as long as it may deem advisable.
B. To invest in all forms of property, including stock,
common trust funds and mortgage investment funds whether operated
I.y my corporate fiduciary or others, without restriction to
~nvestments authorized for Pennsylvania fiduciaries. as they deem
roper.
C. To purchase investments at premiums; to charge
rremiUIDs to income or principal, or partly to each.
D. To subscribe for stocks, bonds or other investments;
fO join in any plan of lease mortgage, merger, consolidation,
kxchange, reorganization, foreclosure or voting trust and to
~eposit securities thereunder; .and generally to exercise all the
III . h f . h ld f .
r~g ts 0 secur~ty 0 ers 0 any corporat~on.
Ii
II
with or without security, to exchange or to partition any real or
ipersonal property and to give options for sales or exchanges.
~ \1
~'and to mortgage or pledge any real or personal property,
. ,\ G. To compromise claims.
...,..1\ H. To make distribution in kind.
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}<:~iven by this Instrument of Trust, after the termination of any
"
D~:trust created herein until the same is fully distributed.
\,,)11
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E.
To sell at public or private sale, for cash or credit,
F.
To borrow money from any person, including Trustee,
1.
To exercise all power, authority and discretion
J.
To purchase and hold investments in the name of a
nominee.
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~p~n~on
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VII.
DISABILITY PROVISION: If any beneficiary shall, in the
of Trustee, become mentally or physically incapacitated,
Page three of five Pages
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TMlllD .TflI.I.T
Trustee may apply such beneficiary's income, for the support and
welfare of such beneficiary, directly without the intervention of
a Guardian.
VIII.
RIGHT TO ADD TO TRUST:
Trustee shall receive and add
II to the principal of this Trust any property which at any time
may be given to the Trustee by myself or by any other person, by
Deed, Will or in any other manner.
IX.
PROTECTIVE PROVISION: All income shall, until actual
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or!
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distribution to the beneficiary, be free and clear of the debts,
contracts, alienations and anticipations of any beneficiary and
the same shall not be liable to any levy, attachment, execution
sequestration while in the possession of Trustee,
X.
I hereby nominate, constitute and appoint CCNB BANK,
!' N. A. as Trustee under this, my Last Hill and Testament.
! ~
\' I hereby nominate, constitute and appoint CeNB BANK,
'\.. A. " Ex.'"'" of ,hi" my X:a" ..ill and T.".m.n'.
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d
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, to post bond in this jurisdiction or in any jurisdiction in which
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j: he may act.
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XII.
No fiduciary acting under this Will shall be required
IN WITNESS WHEREOF, I, C. Lester Hoffman, the Testator,
have unto this, my Last Will and Testament, set my hand and seal
" this
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l' .......~ _...~.)
day of August, A. D., 1978.
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(SEAL) \
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oG .'1-~'- J+0~u" ~
Page four of five Pages
REV0454 EX+. (3.80)
CO""MON.WEAl TH OF PENNSVLVANIA
OErARTMENT OF REVENUE
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "e"
JOINTl V OWNED PROPERTY
'*
(l1I"'""IIOIIS 011 novo,so Sldo)
Estate of
C. Lcstcr 1I0ffmlll1
P
ITEM TOTAL \ VALUE OF DEPARTMENT
NO. DESCRIPTION MARKET DECEDENT'S VALUATION
VALUE INTEREST (Officio' Uso Only)
i NONE -0-
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TOTAL THIS PAGE -0- -()-,Il
f"
Schedule "E" must include all property, real and personal, owned by the decedent jointly with another
party or parties as joint tenants with right of survivorship. Both tangible and intangible property are to be
included. List real estate first.
INSTRUCTIONS FOR COMPLETING SCHEDULE "E"
1. Describe all real property as indicated in the instructions for Schedule" A". Describe all persol1al property
as indicated in the instructions for Schedule "B". Include the name, address and relationship to the
decedent of the co-owner (s) and the date the joint ownership was established.
2. Indicate the total market value of the jointly owned property.
3. Indicate the percentage of the decedent's interest.
4. Indicate the market value of the decedent's interest.
C 'tl 0 C"l :>- t"l :>- :<
z :>- 0 0 v (fl t:I -
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REV-4D7 EX+ (7"'801
~';~:
((f!1i'\~~
, ,'~.HJri
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. ~".':~e.i~.,.,.~,
INHERITANCE TAX
APPRAISEMENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TRANSFER INHERITANce TAX
RESIDENT DECEDENT
o SUPPLEMENTAL
[iJORIGINAL
Estate of
HOFFfUlli, C. Lester
File No.
21-80-0746
Coun ty
Cumberland
Dote of Death
11/19/80
In the event that any future Interest In this estato Is transferred In possession or enjoyment to collateral heirs of the decodent aher the
expiration of any estate for life or for yeors, the Commonwoalth horeby expressly reservos the right to appraise and assess transfer
Inheritance taxes at the lawful collateral rate on any such future Interest.
PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH
ASSET SUMMARY
DEPARTMENT'S
APPRAISED VALUE
1. Total Real Properly - SCH. "A". . . . .. $
2. Total Personal Properly - SCH. "B". . . . $
3. Total Jointly Owned Property - SCH. "E" $
4. Total Transfers - SCH. "C". . .'. . . .. $
None
50,565.37
$
$
$
$
$
None
50,565.37
Unreported $
Unreported $
Unreported $
Unreported $
None
None
None
None
o LIFE ESTATE
o ANNUITY
TOT AL GROSS ASSETS
DREMAINDER
50,565.37
TOTAL VALUE
$
I do hereby certify that the above appraisement is mode in conformity with Pennsylvania law and has been filed this
day with the Register of Wills. : ___ (' '(" If ' .
.)(l/l(L'((L) ( ).'-t1Ulcl l.- August 4,1981
APPRAISER QATE
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::: >"I U Cl p., ...:l
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estafe,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration.
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
GENERAL INHERITANCE TAX INFORMATION
~
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of S2,OOO may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
C .." V n > t"l > ~
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Z Z t"l -l t'1 Z
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:-' (fl
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9 "1 ., '" ~
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on wh.ich each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
. GENERAL INHERITANCE TAX INFORMATION
.;
Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate,
In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial exp':!nses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule.
A family exemption of 52,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited h is/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws.
C "C 0 C"l > t"l :>- :s
> 0 0 0 (fl C
Z C'l ("'l c: 0 -l Z ::: Z t'"
~ t=l ;;0:: Z > 9 9 t'"
Z ;;:l -l Z
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9 P -l -< (fl ~ -
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9 ":1 ":1 ;ll
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount claimed in the amount column.
2. Assign consecutive numbers to each item listed. .
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
5. Provide a brief explanation in the remarks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
L.AW orncc!!.
JON F. LAFAVEH
)17 THIRD !!,'1I-lCC'I
NEW CU!olU~UL^Sn. PI~SNS~'L\'ANI'" 11070
Tf.u:;r'"o",r. 77. I"'!!II
January 24, 1983
Mr. Thorras Hooper,
Revenue Investigator
~part:rrent of Revenue
Harrisburg District Office
1846 Brooklvood SL-reet
Harrisburg, PA 17104
Re: Estate of C. L. Hoffmm
Date of ~. 19/80
File No. 21-80-0746
Dear Mr. Hooper:
The tax in the above estate has been calculated and paid in
full. As you will see, there is a life estate involved.
The attached shows the total calculation, and the arnJ\.IDt
shown as due thereon has been paid in full.
Very truly yours,
. LaFa:ver
JFL: sml
Attacbnent
CC: M3ry c. Lewis, / )
.gister of to; 1 1 ~ ~
Craig C. D.mn,
Asst. Vice President & Trust Officer
. ,-,.
\ REV. 'lS93EX (02-841
PENNSVLVANIA DePARTMENT OF REVENUE I
BUREAU OF ACCOUNTS SETTLEMENT 1
P.O. BOX 8903 .
HARRISBURG. PA ; 71 05 I
C
IASSESSMEHT
I CDHTROL NO. 101
DATE 02-24-84
FILE NO. 21 80-0746
CDUHTY CUMBERLAND
VOUR ACCOUHT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLe TO "ReGISTeR OF
INHERITANCE TAX
ReCORD AO~USTMENT
ESTATE OF HOFFMAN
DATE OF DEATH 11-19-80
NOTE: TD INSURE PRopeR CREDIT TD
PAVMEHT TD THE REGISTeR DF
WILLS, AGENT."
L
JON F LAFAVER
317 3RD ST
NEW CUMBERLAND
PLEASE RETURN THIS'
PORTION TO REGISTER OF
WILLS IF PAYMENT DUE
PA 17070
r;:y-r _A!-9~~ _ -r.HJ~ _L!~E__ _ __ _ _ _ _ -- -- -- - -- - -- - -- -- - -- - - - - - - - - -- -- - -- - - - - -- - -- --
-_INHERITANCE TAX ReCORD Ao~USTMEHT-'
eST ATe OF HOFFMAN
C
L FILE NO.21 80-0746
ACN 101
DATe 02-24-84
ADJUSTMENT BASED ON,
ADMINISTRATIVE CORRECTION
VALUE OF
1.
2.
3.
4.
5.
6.
7,
8.
eSTATE:
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages and Notes (Schedule 01
Cash & Miscellaneous Personal Property (Schedule El
JOintly Owned Property (Schedule F)
Transfers (Schedule G)
Total Gross Assets
(8)
50,565.37
(1)
( 21
( 3)
141
( 5)
161
( 7)
.00
.00
.00
.00
50,565.37
.00
.00
DeDUCTIDNS AND eXeMPTIONS:
9. Funeral Expenses/AdmmistratlVe Costs/Miscellaneous
Expenses (Schedule HI
10, Debts/Mortgages/LIens (Schedule II
11. Total Deductlons
12, Net Value of Estate
13. Charitable Bequests (Scheoule J)
14, Ne~ Value Subject to T3"
.00
16,538.67
1 91
(101
16,538.67
34,026.70
750.00
33,276.70
on
112)
(131
114)
TAX:
X.06=
X,15=
1;71
1,215.31
.00
1,215.31
20,255.19
.00
15. Amount of hne ,,, taxable at 6~, rale
16. Amount of line 1 t. taxable at 15~o rate
17, PrinCloal Tax Due
TAX CREDITS:
1151
116\
PAVMENT
DATe
02-17-81
06-16-81
ReCEIPT
#
DISCOUNT (+1
INTEREST (-I
AMOUNT PAlO
000494
029593
49.30
.00
936.78
229.23
. IF PAID AFTER DATE INDICATED SEE REVERSE FOR CA~Cl.:LATION
OF ADDITIONAL INTEREST
RETAIN THIS PORTION FOR VOUR RECORDS
TOT AL TAX CREDIT
8ALANCE OF TAX DUE
INTEREST
TDTAL Due
l.Z).5.31~
.00 '
.00
.00
IIf Sa:ance Due IS less than $1.00 no payment IS requlredl
..;.
<;":
_.
~': ~ ~~I
<;'1 ........
8~~
0.... ~
IS!!! ~
u<:l
~~ Sb
Discount
Interest
,,~ --
'......
:' c:
:-"i:;
~ <
~:'.i
n:c::
::>uJ
'ce
x 00;-
"'-
loJB
-'
u
If any tax due is paid within three (3) months after the decedent's death. a dIscount of
five percent (5%) of the tax paid is allowed.
, the discount period is calculated in calenda" months. Example: date of death 1-15-82,
discount period expires 4-15-82.
Except for tax on a future interest. inheritance tax becomes delinquent at the expiration of
nme (9) months from the date of death.
. Inheritance tax on a future Interest becomes delinquent at the expiration of three months
from:
- the date of electIon to prepay or
_ the date of death of the life tenant or annuitant
Interest is calculated on a daily basis from
_ delinquent date to date of payment on any tax unpaid on deli"quent date
_ date of last delinquent payment to date of payment on any unpaid balance.
Interest IS charged at the following rates:
Delinquent Date Annual Interest Rate Daily Interest Factor
5/27/43 to and Including 12/31/81
1/1/82 to and Including, 12/31/82
111/83 10 and including 12/31/83
1/1/84 to and including 12/3 1/S4
6'.
"
20%
16%
11%
.000164
.000548
.000438
.000301
Those estates that become delinquent on or before December 31. 1981 WIll maintain
a constant Interest rate. The rate In effect when the tax first becomes delinquent will
remain constant unti, the delinquent tax balance IS paId In full.
Those estates that become delinquent on or after J..nuary 1. 1982 will contain a variable
interest rate. Thus. taxes that remain outstandIng from calendar year to calendar year will
be subject to the different rates in effect on each January 1.
Interest is calculated as follows:
INTeReST = BALANce OF UNPAID TAX X
NUMBER OF OAVS X
DAILV INTEReST FACTOR.
If a tax balance remains outstanding for more than one calendar year, a separate interest
determination must be made for each year at the applicable rate. (Only one calculation
is necessary if the estate maintains the constant Interest rateJ
Any Notice Issued after the tax becomes delinquent will reflect an interest calculatIon to
fiheen (15) days beyond the date of the no lice. It payment is made after the
Interest computation aate shown on the Notice, addItional mterest must be calculated.
To Remit Paymenl: Detach the toP portLon of thiS Notice and submit with your payment to the Register of '''.fills
of the COU!11y shown on tne Notice.
. Addres!' information IS listed on page 13 of the booklet, "Instructions for Inheritance Tax
Return for a Resident Decedent."
. Make check or money order payable to: Register of Wills, Agent
\
ReV.1470 EX (11-811
COMMouweALTH OF PENNSVLVANIA
OEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
P. O. BOX B327
HARRISBURG, PA 17105
*'
INHERITANCE TAX
EXPLANATION OF CHANGES
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OECEDENT'S NAME
ITEM
SCHEDULE NO.
..! '
"i':;" ! ~'
('j
FI LE NO.
.} . -
',;j
. :.,:1 r.i ,",
. " . i'~
"
EXPLANATION OF CHANGES
i
.____.._:~~:_~_ (J.~__" . !_,___'.__'_'-.-:..:..-----
.- . ~ ,
. - '-'-:-._::.'_....-~~
,.,,:.___~~:_._~___kL.::.C..-
_ ._",.'d'___
-_:..:~-~~ . :.~-':- (~.:
- -_.-----_.;~.~- -' -_.: !--:'~'--
- :.:__:..--~,--'-~~~.:...::...:.-_----_:
.'.....
. .
.---.----...---
---.------- .-..-_.
_,_._u_______ -- ,--
, i ~ '
. ._.~L.~~.--..o
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..' - - '
..__u_______' -
- _._---_._------------~---
.:._.'-~_.......:--~~~-----_:,-'--_.-_.__'-.#_.._~.::-.:__..
-----
'., ..
1-..., :"<.J_L~___ .--
---------------- -
":to,
--------
..' I,
i~ l ,,' . ..J,'.
--;---..,. ------,-.- _.--:.--
.- . .
.._ ~-'::._.-.!:--'_ :~_._.-:'~___ .f:.::-~~:~./~':.f-'-.~:.:
--.-...
_.... ,:C '~-'. ~:' :,~:::: . -'I ~>,' .-
-------.- ."
-~------_._------
--------
.-------..---.
:".
---.---
-~----------_. .~------_. --------------.
u______-~ ---'--- -
--.--.-'-
--_.-~--_. - - ----.
~___ - - __ ___.__ _____ _________'_ _. _._.______n________ ----.--
--------
___n.____.._______.
------------------ .-
--_.----------------------~
__.____.__-.------n--------.---.-. -
----.---.---.---... -,--.'---_..- .--- --.--------
------------.----.
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TAX EXAMINER:
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SUMMARY AND INDEX
Fiduciary
Acquisition
Paqe Value
PRINCIPAL
Receipts 3 $32.621.94
Net Gain on Sales or Dther Dispositions 3-4 339.52
$32.961.46
Less Principal Disbursements 5 12.00
Balance Before Distributions $32.949.46
.. Principal Balance on Hand 5 $32.949.46
For 1 nformat ion:
Investments Made 5
INCOME
Receipts 6-7 $4B.701.46
Less Disbursements 7 7.368.88
Balance Before Distributions $41.332.58
Distribution to Beneficiaries 7 39.587.24
Income Balance on Hand 7 $ 1.745.34
Combined Balance on Hand
$34.694.80
2
PRINCIPAL RECEIPTS
11/9/81
4/15/86
6/5/91
Di stri but i on to fund Trust from C. Lester Hoffman Estate
Long term capital gain distribution on Federated GNMA Trust
Reinvestment of interest from PA National Bank C/D #190359
8% due 11 /5/91
TOTAL PRINCIPAL RECEIPTS
$ 32,577.02
10.95
33.97
$ 32.621.94
GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
Gain Loss
7/31/84 $5.000 U. S, Treasury Notes 13,125% due
7/31/84
Proceeds $ 5.000.00
Fi duci ary Value 5,003.00 $ .00 $ 3.00
2/20/85 $10,000 Dauphin Deposit Bank C/D #18917
12.75% due 2/20/85
Proceeds $10.000.00
Fiduciary Value 10.000.00 .00 .00
4/15/85 $5.000 CCNB Bank C/O #50949 10.85%
due 4/14/85
Proceeds $ 5.000.00
Fi duci ary Value 5,000.00 .00 .00
8/15/85 $5,000 U. S. Treasury Notes 13.125% due
8115/85
Proceeds $ 5.000.00
Fiduciary Value 4.982.81 17.19 .00
4/25/86 $5,000 Federal Home Loan Banks 10.25% due
4/25/86
Proceeds $ 5.000.00
Fiduciary Value 5,000.00 .00 .00
7/31/86 $5,000 U. S. Treasury Notes 12.625% due
7/31/86
Proceeds $ 5.000.00
Fiduciary Value 4.994.40 5.60 .00
3/31/89 $5.000 U. S. Treasury Notes 11.25% due
3/31/89
Proceeds $ 5.000.00
Fiduciary Value 4,992.15 7.85 .00
4/19/90 $10.000 Harris Savings C/D #66955 11%
due 4/19/90
Proceeds $10.000.00
Fiduciary Value 10,000.00 .00 .00
3
Gain Loss
4/1/91 $5.000 U. S. Treasury Notes 9.75% due
3/31/91
Proceeds $ 5.000.00
Fiduciary Value 4.992.26 7.74 .00
6/5/91 $5.000 PA National Bank C/D #190359 8%
due 11/5/91
Proceeds $ 5.000.00
Fiduciary Value 5.000.00 .00 .00
4/30/92 $10.000 U. S. Treasury Notes 8.875% due
4/30/92
Proceeds $10.000.00
Fiduciary Value 9.995.50 4.50 .00
5/13/93 $5.000 U. S. Treasury Bills due 5/13/93
Proceeds $ 4.923.01
Fi duci ary Value 4.923.01 .00 .00
8/1/94 $10,000 U. S. Treasury Notes 4.25% due
7/31/94
Proceeds $10.000.00
Fiduciary Value 9.954.69 45.31 .00
11/8/95 436.30 Units Federated GNMA Trust
Proceeds $ 4.890.92
Fiduciary Value 5.000.00 .00 109.08
3/26/96 1.587 Units PNC GNMA Fund
Proceeds $16.793.63
Fiduciary Value 16.987.08 .00 193.45
3/26/96 308 Units PNC Income Fund
Proceeds $ 5.551.39
Fiduciary Value 4.994.53 556.86 .00
6/5/96 $10,033.97 PA National Bank C/D #243931 8%
due 6/5/96
Proceeds $10.033.97
Fiduciary Value 10.033.97 .00 .00
TOTAL GAINS AND LOSSES $ 645.05 $ 305.53
NET GAIN $ 339.52
4
INCOME RECEIPTS
Interest
Interest from 4/1/82 to 3/1/94 on
CCNB CMA
Interest due 4/15/85 on $5.000
CCNB C/D #50949 10.85% due 4/14/85
Interest from 2/1/96 to 3/3/97 on
Compass Capital U. S. Treasury Money Market Service Class
Interest from 11/22/82 to 2/20/85 on $10.000
Dauphin Deposit Bank C/O #18917 12.75% due 2/20/85
Interest from 4/25/83 to 4/25/86 on $5.000
Federal Home Loan Banks 10.25% due 4/25/86
Interest from 5/1/85 to 5/2/90 on $10.000
Harris Savings Bank C/O #66955 11% due 4/19/90
Interest from 4/4/94 to 8/2/94 on
Navigator U. S. Treasury Agreement
Interest from 12/8/81 to 3/15/82 on
Money Market Trust
Interest from 2/6/87 to 5/6/91 on $5.000
PA National Bank C/O #190359 8% due 11/5/91
Interest from 9/6/91 to 6/5/96 on $10.037.99
PA National Bank C/O #243931 8% due 6/5/96
Interest from 8/2/94 to 1/2/96 on
PNC Government Money Market Service Class
Interest from 7/5/95 to 3/31/96 on
PNC GNMA Fund
Interest from 7/6/93 to 3/31/96 on
PNC Income Fund
Interest from 9/7/82 to 9/1/92 on
Trust for Short Term U. S. Government Securities
Interest from 2/4/83 to 7/31/84 on $5.000
U. S. Treasury Notes 13.125% due 7/31/84
Interest from 2/17/83 to 8/16/85 on $5.000
U. S. Treasury Notes 13.125% due 8/15/85
Interest from 1/31/85 to 7/31/86 on $5.000
U. S. Treasury Notes 12.625% due 7/31/86
Interest from 10/1/85 to 3/31/89 on $5,000
U. S. Treasury Notes 11.25% due 3/31/89
Interest from 10/2/89 to 4/1/91 on $5.000
U. S. Treasury Notes 9.75% due 3/31/91
Interest from 10/31/90 to 4/30/92 on $10.000
U. S. Treasury Notes 8.875% due 4/30/92
Interest from 2/1/93 to 8/1/94 on $10.000
U. S. Treasury Notes 4.25% due 7/31/94
Dividends
$ 5.323.15
1.356.99
1.493.83
3.293.12
1.793.75
5.535.88
31.73
1.441.47
1.799.43
4.017.99
657.41
663.85
819.90
1.420.10
1.308.93
1.966.95
1.262.51
2.248.46
975.00
1.775.00
850.00
Dividends from 3/4/86 to 11/28/95 on
Federated GNMA Trust
3.925.22
6
Other Receiots
11/9/81 Distribution on accumulated income from C. Lester Hoffman Estate
5/13/93 Appreciation on $10.000 U. S. Treasury Bills due 5/13/93
T01AL INCOME RECEIPTS
11/30/92
4/12/94
4111/95
4/11/96
4.663.80
76.99
$48.701. 46
INCOME DISBURSEMENTS
Purchase accrued interest on $10.000 U. S. Treasury Notes
4.25% due 7/31/94
Wildeman & Db rock - Fee for preparation of fiduciary income
tax returns from 6/1/84 to 6/16/93
PA Department of Revenue - State fiduciary tax - accumulated income
PA Department of Revenue - State fiduciary tax - accumulated income
PA Department of Revenue - State fiduciary tax - accumulated income
PNC Bank NA - Trustee's compensation from 1/25/82 to 2/4/97
To be paid:
PA Department of Revenue - State fiduciary tax - accumulated income
Internal Revenue Service - Federal fiduciary tax
Reserve for filing account. attorney's fees & miscellaneous
$ 140.90
610.00
13.00
12.00
14.00
5 .899.98
18.00
161.00
500.00
$ 7 .368.88
T01AL INCOME DISBURSEMENTS
DISTRIBUTION OF INCOME TO BENEFICIARIES
TO: Ray S. Hoffman
Deceased 10/27/95
Distributions of income from 11/5/81 to 8/4/95
TOTAL DISTRIBUTIONS TO BENEFICIARIES
$39.587.24
$39.587.24
BALANCE OF INCOME ON HAND
3/3/97 Cash
Total
Fi duci ary
Current Acquisition
Value Value
$ 1.745.34 $ 1.745.34
$ 1.745.34 $ 1.745.34
7
- , . .
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Current
Value
Acquisition
Value
Distribution is made pursuant to Item V(C)(I)
of Last Will and Testament - 50%
TO: Grace United Methodist Church
Lemoyne PA
Distribution is made pursuant to Item V(C)(2)
of Last Will and Testament - 30%
TO: Zembo Temple AAONMS
Harri sburg PA
Distribution is made pursuant to Item V(C)(3)
of Last Will and Testament - 20%
TO: Harrisburg Consistory AASR
Scottish Rite Cathedral
Harri sburg PA
Total Proposed Distributions
$17.347.40
$17.347.40
10.408.44
10.40B.44
6.938.96
$34.694.BO
6.93B.96
$34.694.80
Linda J. Lundberg. Trust Officer of PNC Bank. N.A.. hereby declares under oath that
said Trustee has fully and faithfully discharged the duties of their office: that the foregoing
First and Final Account is true and correct. and fully discloses all significant transactions
occurring during the accounting period: that all known claims against the estate have been paid
in full: that to their knowledge. there are no claims against the estate: and that all taxes
presently due from the estate have been paid.
PNC BANK. N. A.
BY~-.Jh~~
Trust Offl1: r ~
Subscri bed and sworn to by
before me thi s 13m day of
IvId/!(!/T
. 1997.
~.I~~dd,;V4~.J
Notary Public '
My Commission Expires:
NoI.1:1~! Sedl
Ste\;t'mna A. Colc-r~:.\n. No:~!) Pu:>:'r, .
l-lar'!Jl'_k':1 T.'.;) ':;""";:'<;,"~:I'~ C.C~:I':',' ~
I ~/'/ C':'r."rrri:'~,':)r,\ [-.. ,;'.';0', J'_JI:\' \ 'i. :'~I;Y. .
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