HomeMy WebLinkAbout04-0325PETITION FOR PROBATE and GRANT OF LETTERS
Estate of LOIS J. HOOVER No.
also known as To:
Social Security No.
Deceased.
~.,-~-,-0451
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut, or
in the last will of the above decedent, dated Apri 1 1 5
and codicil(s) dated
in the
named
, 1996
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CUMBERLAb]D County, Pennsylvania, with
h er last family or principal residence at 251 WHISKEY RUb] ROAD b]EWVILLE PA
(list street, number and muncipahty)
Decendent, then 74 years of age, died FEBRUARY 7 XISX 2004,
at HOLY SPIRIT HOSPITAL ~
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 14,500.00
$ NA
$ NA
WHEREFORE, petitioner(s) respectfully reflues~;(s) the ,probate of the ilast will '~d codicil(s)
presented herewith and the grant of letters tzest:amenEary
(testamentary; administration c.t.a.; administranon d.b.n.c.t.a.)
Sworn to or aff'rmed and subscribed
beforeqne this ~:L"~/ day of
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMBERLAb]D
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct Co the best of' the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
No. ~,~/- O 5"-
Estate Of ~/'~/-~ ~) ~/~-~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to~robate and filed of record as the last will of
~d Letters ~~]~ ~/)~ ~ ~
~e hereby granted to ~~Z /~~..
consideration of the petition on
FEES
Probate, Letters, Etc .......... Sq,-~, ~()
Sho~t Certificates( ) ...' ....... $~
- ~ ~ $ -~;,~
· ~~ti°n ................ $ /~,~
TOTAL ~ $ ~~
~i~a .~;.~..~.~~ ...........
/'"/Register of Wills(
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certil~ that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records O~ce for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 3991170
Local RegiStrar
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Lois $. Hoover ~'emale13.]'93 -- 24 --045!
Cumberland
Law School
House Keeper
251 Whiskey Run RD ~[
Edwin E. Hoover
[]
2[/12/2004
L
309 E. Old York Rd Carlis
~rland Valley 2arlisle PA 17013
Inc 15 Big Spring
LAST WILL AND TESTAMENT
I, LOIS J. HOOVER, of Upper Mifflin Township, Cumberland County, Pennsylvania,
&dare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and
Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death, and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do i~living.
&
3. I devise and bequeath all of my estate of every nature and wherever situate to my three
children, share and share alike, the child or children of any deceased child taking the share their
parent would have taken if living.
4. I nominate and appoint Larry L. Hoover, Jay L. Hoover and Edwin E. Hoover to be
the executors of this my Last Will and Testament; they are.to serve as such without bond.
5. I hereby suggest that my personal representative ret~.t~ts~_'c~pf l~.'n, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 15TH day of
April, 1996.
- [o gJ. HrovER -
Signed, sealed, published and declared by LOIS J. HOOVER, the above named testatrix,
as and for her Last Will and Testament, in the presence of us, who at her request, in her presence
and in the presence of each other have subscribed our names as witnesses hereto.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, LOIS J. HOOVER, TERESA M. HENRY and CHERYL L. CLELAND, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA :
· SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by LOIS J. HOOVER, the testatrix
herein' and subscribed and sworn to before me by TERESA M. HENRY and C[IE~RYL L.
CLELAND, witnesses, this 15TH day of April, 1996.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
KUTULAKIS JASON P
36 SOUTH HANOVER ST
CARLISLE, PA 17013
RE:
Estate of HOOVER LOIS J
File Number: 2004-00325
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal Representative(s)
Judge
Sincerely,
FARNER STRA~
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
HOOVER LARRY L
59 HILLTOP LANE
CARLISLE, PA 17013
RE: Estate of HOOVER LOIS J
File Number: 2004-00325
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
GLENDA FARNER STP~ASBAUGH ~J
Clerk of the Orphans' Court
Cumberland County Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
HOOVER JAY L
183 KONHAUS
MECHANICSBURG, PA 17050
RE:
Estate of HOOVER LOIS J
File Number: 2004-00325
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
HOOVER EDWIN E
309 EAST OLD YORK ROAD
CARLISLE, PA 17013
RE:
Estate of HOOVER LOIS J
File Number: 2004-00325
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
cG~eErN~Ao [At~eERoSr~aSnsBA, UcGoHurL_.
Name of Decedent:
Date of Death:
Will No.:
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Lois j. Hoover
February 7, 2004
21-04-0325
TO THE REGISTER OF WILLS:
I cerhfy that notice of (beneficial interest) estate administration required by Rule 5.6(a) of
the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on April 5, 2004.
Larry L. Hoover
59 Hilltop Lane
Nexwille, PA 17241
Jay L. Hoover
183 Konhaus
Mechanicsburg, PA 17050
Edwin E. Hoover
309 East Old York Road
Carlisle, PA 17013
Notice has now been given to all persons entided thereto under Rule 5.6(a).
Date
Cc:
(717) 776-7117
Capacity: Personal Representative
Jason P. Kumlalds, Esquire
ABOM 0 KUTULAKIS, LLP
36 S. Hanover Street
Carlisle, PA 17013
Ja~L:J~over
183 Konhaus
Mechanicsburg, PA 17050
(717) 697-4496
Capacity: Personal Representative
Edwin~ ~. Hoover
309 East Old York Road
Carlisle, PA 17013
(717) 249-7509
Capacity: Personal Rep,s ~ n.~ ~a.j/v~
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WI! J, RECEIVE ANy
MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be determined wholly or pardy
D '
by the ecedent s Last Will and Testament. If the Decedent died xvithout a Last Will
and Testament, whether you will receive any money or property wi]l be determined by
the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMB.ERLAND,
CARLISLE, PA: ? 7
In Estate of Lois ]. Hoover, deceased.
Estate No. 21-04-0325
To:
Larry L. Hoover
59 Hilltop Lane
Newvi~e, PA 17241
Jay L. Hoover
183 Konhaus
Mechanicsburg, PA 17050
Edwin E. Hoover
309 East Old York Road
Carlisle, PA 17013
Please take notice of the death of Decedent and the Grant of Letters to the personal
representative(s) named below:
Larry L. Hoover
59 Hilltop Lane
Newville, PA 17241
Jay L. Hoover
183 Konhaus
Mechanicsburg, PA 17050
Edwin E. Hoover
309 East Old York Road
Carlisle, pA 17013
The Decedent, Lois J. Hoover, died on February 7, 2004, at East Pennsboro,
Cumberland County, Pennsylvania.
The Decedent died testate (with a Will). A copy of the Will is enclosed.
The personal representatives of the Decedent are:
Larry L. Hoover
59 Hilltop Lane
Nexvville, PA 17241
Jay L. Hoover
183 Konhaus
Mechanicsburg, PA 17050
Edwin E. Hoover
309 East Old York Road
Carlisle, PA 17013
The Will has been fried xvith the Office of the Register of Wills of Cumberland
County, One Courthouse Square, Carlisle, PA 17013.
Date
Date ,fi-j/Y-,O?
Date
Newville, PA 17241
(717) 776-7117
Capacity: Personal Representative
183 Konhaus
Mechanicsburg, PA 17050
(717) 697-4496
Capacity:
Personal Representative
Edwin Hoover
309 East Old York Road
Carlisle, PA 17013
(717) 249-7509
Capacity: Personal Representative
Cc:
Jason P. Kutulakis, Esquire
ABOM & KUTULAKIS, LLP
36 S. Hanover Street
Carlisle, PA 17013
flEOOPO D OFF 3E OF
ESTATE OF LOIS J. HOOVER, Deceased. ~,EG!,~TE~ 0~-': ?!LLS
Estate No. 21-04-0325 DEC 22 PH 4:13
FAMILY AGREEMENT
CLERK OF
This Agreement entered into this,.~J.-~/ day of ~IR. T2,?_.
2004
by
and between the undersigned Beneficiaries and Executrix appointed in the Estate of
Lois J. Hoover, Deceased.
BACKGROUND
1. Lois d. Hoover died February 7, 2004, a resident at 251 Whiskey Run Road,
Newville, PA 17241, Cumberland County, Pennsylvania, leaving a Will dated April 15,
1996.
2. Decedent's Will was admitted to probate by the Register of Wills of Cumberland
County on April 5, 2004 and letters Testamentary were issued to Larry L. Hoover, Jay U
Hoover and Edwin E. Hoover.
3. In her Will, Decedent bequeathed all the rest, residue and remainder of her
estate to her children, Larry L. Hoover, Jay L. Hoover and Edwin E. Hoover.
4. The Executors advertised the grant of letters testamentary, prepared and filed an
Inventory and Appraisement of Decedent's property, prepared and filed a Pennsylvania
Inheritance Tax return and will prepare or cause to be prepared state and federal
income tax returns and has or will pay the appropriate taxes thereon.
5. The Executors have liquidated all of the assets of the estate.
6. The Executors have paid all the debts and expenses of the estate known to them
and they have no knowledge of any unpaid claims, absolute or contingent, which may
be asserted against the estate nor do they have any reason to believe there are any
such claims, except for the state and federal income taxes for 2004.
7. A statement reflecting all estate receipts, disbursements and distributions is
annexed hereto as Exhibit "A."
8. It is the desire of the Beneficiaries and Executors that the Estate of Lois J.
Hoover, deceased, be distributed without the formality of a Court accounting, and the
said Executors are willing to make such distribution upon receipt of this executed
agreement.
9. In consideration of the foregoing and intending to be legally bound hereby, Larry
L. Hoover, Jay L. Hoover and Edwin E. Hoover agree as follows:
a. Do hereby waive an audit of an account of the administration of the Estate
of Lois J. Hoover, deceased, by the Orphan's Court Division of the Court of
Common Pleas of Cumberland County.
b. Do hereby declare that they have examined the attached account of the
Estate of Lois J. Hoover, deceased; that they find it to be true and correct in all
particulars; that they accept and approve it with the same force and effect as if it
had been prepared and duly filed with, audited, adjudicated and confirmed
absolutely by the Orphan's Court Division of the Court of Common Pleas of
Cumberland County.
c. Do hereby acknowledge that Larry L. Hoover, Jay L. Hoover and Edwin E.
Hoover, Executors herein, have distributed all assets of the Estate of Lois J.
Hoover, deceased, except that which has been reserved for the payment of 2004
income taxes and preparation thereof, final legal fees, any claims presented
within one year of the date and death and administration expenses. Any amount
not needed from the reserve will be distributed to the beneficiaries upon final
payment of expenses.
d. Do hereby absolutely and irrevocably remise, release, quitclaim and
forever discharge Larry L. Hoover, Jay L. Hoover and Edwin E. Hoover,
Executors, their heirs, executors, administrators and assigns, of and from any
and all action, reckonings, liabilities, claims and demands relating in any way to
the administration of the Estate of Lois J. Hoover, deceased.
e. Do hereby declare it to be their intention that this instrument shall be
legally binding upon them and upon their heirs, executors, administrators and
assigns.
f. Do hereby agree to indemnify and hold harmless Larry L. Hoover, Jay L.
Hoover and Edwin E. Hoover and their heirs, personal representatives,
successors and assigns, from and against any claims, liabilities, loss or expense
(including costs and counsel fees) arising from any cause whatsoever, which the
Executors may incur as a result of the administration of the estate and its
distribution in accordance with this agreement including but not limited to any
liability for any federal estate taxes, Pennsylvania Inheritance tax or any other
death taxes, and any federal or Pennsylvania income taxes, and Pennsylvania
personal property taxes, together with any interest and costs incidental thereto,
relating in any way to the estate and also including, but not limited to, any assets
received or payments or distributions made by reasons of any negligence or
mistake of law or fact.
IN WITNESS WHEREOF, the undersigned have set their hands and seals, intending to
be legally bound.
WITNESS:
~,E'arry/~. Hoover, Executor / Beneficiary
Ja/y'L. Ho'over, Executor / Beneficiary
~E;dwin E. HoJ3ver, Executor/Beneficiary
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:SS
On this~ /.5/- day of~, 2004, before me, a Notary Public, personally
appeared Larry L. Hoover, Jay L. Hoover and Edwin E. Hoover, known to me or
satisfactorily proven to be the persons whose names are subscribed to the within
instrument, and executed the same for the purposes contained herein.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Notarial Seal
Rhonda D. Rudy, Notary Pub ¢
Carlisle Bom Cumberland County
My Corem ss on Expires Aug. 12, 2006
Member, Pennsylvani~ Association of Notaries
REY-l500 EX (6-00)
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. COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV.1500
INHERITANCE TAX RETURN J:-i~E~w--T~~----3-J5
RESIDENT DECEDENT COUNTY CODE ~EAA - ~R - -
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DECEDENT'S NAME (tAST, FIRST, AND MIDDLE INITIAL)
\-t00\J' ("" Lo\S
DATE OF DEATH (MM-DD- EAR)
O~-Ol-~OO 8-0Lo-\o..~q
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (tAST, FIRST, AND MIDDLE INmAl)
N/A
SOCiAl SECURITY NUMBER
\ q 3 - at-l - Oys l
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCiAl SECURITY NUMBER
~/R -
1;811. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Allach copy of WiD)
o g.litigation Proceeds Received
.
DATE OF BIRTH (MM-DD- YEAR)
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a living Trust (Allach copyofTlIIst)
o 10. Spousal Poverty Credit (date of death belween 12-31-91 and 1-1-95)
o 3. Remainder Return (date a dealh pIior 10 12-13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & MisceUaneous Personal Property
(Schedule E)
6. JoinUy Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an eleetion to tax has not been
made (Schedule J)
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14. Net Value Subject to Tax (Line 12 minus Line 13)
LL
COMPLETE MAJlING ADDRESS
5LP SOu.-\-Yl 1-\ ~ '(\ (:) \1 eA
CcL'( \\~\e. ~ ?'A
s'--\1'ee:\-
1/0\"3>
(1) Ilone
(2) f\ oY'\-e..
(3) non-e....
(4) none
(5) .1J 3 3 1 lo 5 ~ .lo C\
(6) l'\Dn-e....
E3
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(7) n 6l'\...Q...
(9) tr tf3J 01 B .1LD
(10) d) 0 l \ . l ,
(8) Jr 33 iUl59.loq
(11) lO,089.Gf 3
(12) a 3~ 5lD9, 1 (0
(13) none..
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14) cX3) 5(09. 7&J
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under See. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
~ lA-
a3) 5~q. "1<..0
NIA
N/f+
x .0_ (15)
x .0_ (16)
~i!
,
x .12 (17)
x ..15 (18)
15
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
20.0
A-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsJPayments Ntl
A. Spousal Poverty Credit ~_
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E ) (3)
4. If Line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
ZIP \1 a l...(
!6
.
rf
5. If Line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(SA)
B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
o
-
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
~
.:g
~
M
Ji?J
M.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peljury, I declare 1I1at I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other 1I1an the peISOnaJ representative is based on all information of which preparer has any knowledge.
E OF PERSON RESPONSIBLE FOR FILING RETURN DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even jf
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1lJ.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1508 EX+ (6-98).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Lo,s ":S" HaO\Jex-
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
ITEM
NUMBER
L
a..
6,
Y.
5"
(0.
DESCRIPTION
e'rec:\G'A.~ A~~cuv-J- (~?O\M)
Sa \l\YlC)C:; A-C:(()ll't\..X- (WeLt.j p0' ~ ')
m, CSQ. ?e\~mcU <Y1O?e~ (Q.\o-+Y\e<;) e-\-0,)
"e.n \C\e.. - f:.~c.O'(-\-
..l R A - (1~&)
TEX.\CV'e,'s Re+\~e()I.,Q0 (riA)
VALUE AT DATE
OF DEATH
7)O\~.~J
5,0 ll.as
i)OOO,oo
I ) 500 lO 0
l(e, 000.00
3) \~He,.L..!4
TOTAL (Also enter on line 5, Recapitulation) $ 33) {p 5 Cf. LP CJ
(If more space is needed, insert additional sheets of the same size)
REV.1511EX+ (12-99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
La",S 3, \-IDO\{e.,
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION AMOUNT
1.
FUNERAL EXPENSES:
E.d~O:(" ~\.M.Kc& Vo~S 'I)LQlQI.~O
~(\.-\-u'(e.... 0\ e.)(p-en'S.e.S"~ ~*''0 C:C',-\"\-\--\ <:o.::bL
Co.~'A.e-t > \1 Q\J\+ '). L \.e'(~l,~) \- 'DU0e..X-S O-.-~
m\~c.. ?~~s.<;;:;,.\m~ 5C\~\(Q,~.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) "'30. '5 (rY') r, \Zlt.:-\-{J..1 D.. \<..\ S
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 3u S Dll +Y\ \-tCl Y\ D \l e...." S+-r'c-e \-
City (' n'f \l<::...\e. Stale~Zip llOt 3
Year(s) Commission Paid: cr:t
2.
Attorney Fees
L( II I L.H.o
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State _Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ €> ') 0"18.. llt>
(If more space is needed, insert additional sheets of the same size)
, REV-1512 EX> ("12-03) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTIES, & UENS
ESTATE OF
FILE NUMBER
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~.
3,
Lj,
5,
lv.
1,
~.
q,
\0.
\ \.
lJ.
\ 3.
, i..\.
1.
Bc\'f '(' ~ \-\CO \l e..,~
"'e\ -\-h DC\. '\'\
Ac\~YY\ ~ \=" \ee..-tric,
FL\e\ ~\\\ (c..O~ 0\\)
S?r\n-+ (hDme pnone\
AT~\ W\ye\e..ss (Qe"\.u.~Q\ +>hol\e)
~t Gu.sex" ~ f4e.x 0 SS ~e.., \ <:..0-..
?e.n X) F lAe.. \ \,'YO ?~J\.!L
la.Y\~~.ier \-\m ~ ?hC\s,\ U6S\S,
C.c';l'r h"S. \e \'Ct+ho\ o~i CQJl.. Ass.oc....
Wes.+<i>ntKe EmS
Fronds Oi \-ex-
~e \ VlUl \"Y\Jto.U <.1:UL UL~~
\'=cx'fm-e'("'s YY\~ \Y\<E;Uto-'(\L.(L
L-\8q.S~
cs ao.oo
eX oS. 00
~ \0. \<....\
I.q~
L.{ L-L 'E> 0
esS.9L.{
aq . "2:>S
~3.~9
10 I a. q
\'O\~31o
\ \ S ..a \
3to. \ cSt.
~;.loO
TOTAL (Also enter on line 10, Recapitulation) $ d) 0 \ I . \ .,
(If more space is needed, insert additional sheets of the same size)
REV-1513 E)<+ (~OO)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS ~nclude outright spousal distributions. and transfers under
Sec, 9116 (a) (1.2)]
Ed \-\00" e.-'(""""" ~\Y\ to) '1 oq \ Y<2,
~O--'(~ \-\cO-Jer S (J'"Y\ (n) 109 .1...{ ~
S((""(l 1o)109.L('t:,
0~ \-\00"'-/ ex-
&0, la f{3 Lt~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
N/\Or
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
N/A-
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed. insert add~ional sheets of the same size)
REV-1510,El<:+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes,
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST IIF APPliCABlE) VALUE
1.
I
TOTAL (Also enter on line 7 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
JASONP KUlULAKIS
36 S HANOVER ST
CARLISLE, PA 17013
Qty
1
Fee Description
Additional Probate
Fee
Total
$20.00
20.00
Total:
$20.00
'Yci 411~1
V #= D)lossq
~
C1lecks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
278
3/29/2005
Lois 1. Hoover
2004-0325
R. Kelly
ju' \1" frJ \C'J, ,,"",' "W 0,-
'-'--:J\S?L(.~Jr \\I \,'
,. -_... L....'l L~
" . - . !
f' '"" " -, '
L ",~ .., .. .!:..
BY:
-~-~._-_.._--------.
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HOOVER EDWIN E
309 EAST OLD YORK ROAD
CARLISLE, PA 17013
______u fold
ESTATE INFORMATION: SSN: 193-24-0451
FILE NUMBER: 2104-0325
DECEDENT NAME: HOOVER LOIS J
DATE OF PAYMENT: 04/25/2005
POSTMARK DATE: 04/25/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 02/07/2004
NO. CD 005239
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,083.80
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,083.80
REMARKS: E HOOVER
CHECK# 503
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
J:NHERJ:TANCE TAX
STATEMENT OF ACCOUNT
J:U1'1 I
~,. .., '~fi
li8
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JASON PCicU'rULAKIS
ABOM & KUTULAKIS
36 S HANOVER ST
CARLISLE PA 17013
*'
REY-16D7 EX AFP (03-05)
05-31-2005
HOOVER
02-07-2004
21 04-0325
CUMBERLAND
101
Amount R..ttt.d
LOIS
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax p.y~nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
...............................................................................................................1
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT .~.
ESTATE OF HOOVER LOIS J FILE NO.21 04-0325 ACN 101 DATE 05-31-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELOW
IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATIDN OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-11-2005
PRINCIPAL TAX DUE: 1,060.64
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-25-2005 CD005239 23.01- 1,083.80
TOTAL TAX CREDIT 1,060.79
BALANCE OF TAX DUE .15CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE . 15CR
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDI~' ICRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS. I
uS -+-
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/04/2006
KUTULAKIS JASON P
36 SOUTH HANOVER ST
CARLISLE, PA 17013
RE: Estate of HOOVER LOIS J
File Number: 2004-00325
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/07/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
,,_..._""'"!__.....1 n__......____oI-._..+-..:......._I_\
reLoUUQ.l. r<..eJo-lLeOeUL..QL...l.ve\o)
Judge
\I~
~
t'f ~'f~
';1 i~\
\~VJ
~
":l"'":"\ _ ~ _."L___, _ .lL..'":!"(I./.:llii _ _.JI: ~"",,____:l_ ___..:'i1___.2 a"'""'_-,,,,,-,.!!.--
]l";..~~J!.:S;I(.<tJr (\.H. "f'!/ JUll!.:5i iUil!. <0 IUi.HJlIU!<tJi.' .Ili:\UlJ!.U '0IU1UJi.!l.<1.J
STATUS REPORT lJ"NuER RULE 6.12
Name of Decedent: L('),' .~
::I
f:tooveA':.
Date of Death: D '2- - 07 - '2- OtJ q
Estate No.: ~C) 4 - CJ ~ '2- 6"
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ria No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final accou..,}t ,vith'the Court? .
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the pa..'iies in
interest? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed'With the Clerk of the Orphans' Court and may be
. attached to this report'\, 1/
Date:~<1" cr~)IL~
Signature
'!."
~~on
Name
-------
P. t(t..t tL.1l~ 1<,' ~
r, I
3~
Address
5. H:zutLJver= Sj-red-
La/'I/6l-€/ PA- 170 l ~
7/7- Z-tf"l-OCJOO
Telephone No.
,:~., ,
Capacity": U ?ersGIlal P..,e-preseTi:aIlv'e
~ CQ-~l1J.se.l for persoTial represer.!.tative
~~o