Loading...
HomeMy WebLinkAbout03-0658 Estate of also known as PETITION FOR PROBATE and GRANT OF LETTERS Delmer L. Hoover ,cial Security No. 19~-07-15451 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated March 21~ 1980 and codicil(s) dated N/A No. 21-03- To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania o (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with the Decedent's la~ family or principal residence at 15 Mt. Rock Road ~)<~t x-'~.~,~x~r~ 'T~C · Newville, Pennsyivania (list street, number and municipality) Decedent, then 85 years of age, died at Carlisle Regional Medical Center~ Carlisle, Pennnylvanla 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: No Exceptions June 20, 2003 Decedent 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 $ /t.>o~ o c~. os situated as follows: /5- /n~o,~ ~ {~¢ ~ Q--- o o,. ~ 4Q ~ ~,-~a: [[o,. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary 54 East Main Street Newville, PA 17241 (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Jill ~ 1229 West Main Street Ephrata, PA 17522 OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to 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. Sworn to or affirmed and subscribes before me this,:~ day of /:;~L2qo~77 No. Estate of Delmer L. Hoover , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW /~r,of~ ~7 // ,2003 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 21, 1980 described therein be admitted to probate and filed of record as the last will of Delmer L. Hoover and Letters Testamentary are hereby granted to Dallas E. Hoover and FEES Probate, Letters, Etc. $$ Short Certificates( ) Renunciation $ ~ $ _. Filed. ~..,//.,..i $~? ~.~....~.. ~,, egister of Wills Robert G. Frey, 46397 ATTORNEY (S~p. Ct. I.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness to the will to law, depose(s) and say(s) that they were and that they signed as a witness at the reque each other) (in the presence of the Sworn to or affirmed and before me this day of ~ted herewith being duly qualified according , the testatrix, sign the same presence and (in the presence of g witness(es)). ~ Register REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS RobertG. Freyand b=..\\~--~ 7'_. t4~ov,,, r' (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Delmer L. Hoover, Testator in the will presented herewith and that each believes the signature on the will is in the handwriting of Delmer L. Hoover to the best of our knowledge and belief. me this ,~7/,~ day of Robert G. Frey Au~)]st, 2003 - _ South Hanover Street, Carlisle, PA 17013 I, DELMER L. HOOVER, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke all wills which I have previously made. I - I give, devise and bequeath my entire estate to my wife, Vera E. Hoover, if she shall survive me. II - If my wife, Vera E. Hoover, fails to survive me, I give and bequeath unto my Children such articles of tangible persona] property as they shall amicably agree among themselves, without requiring strict equality of distribution among them. I direct my executors hereinafter named to sell at public sale any articles not so selected and to add the proceeds thereof to my residuary estate. I further direct my said executors to sell any real property which forms a part of my estate at either private or public sale, and to add the proceeds thereof to my residuary estate. I give and bequeath my residuary estate to my III - issue per stirpes. IV - I appoint my wife, Vera E. Hoover, as executrix of this will, and if for any reason she shall fail to qualify or cease to act as such during the administration of my estate, I appoint my son, Dallas E. Hoover, and my daughter, Jill E. Pretz, as alternate executors and trustees under this will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~/ day of March, 1980. Signed, sealed, published and declared by Delmer L. Hoover testator above named, as and for his last will and testament, written on one sheet of paper, in our presence, who, in his presence, at his request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: (SEAL) DELMER L. HOOVER '03 ~GO-8 P3:13 ,JAMES R. HUMER ATTORNEY AT LAW FARMERS TRUST BUILDING ONE WEST HIGH STREET CARLISLE, PENNA. 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Delmer L. Hoover Date of Death: June 20, 2003 Will No. 21-03-0658 Admin. No. To the Register: I Certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on August 19, 2003 Name Address See Attached List of Beneficiaries. Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except No Exceptions. Date: August 19, 2003 Capacity: Address 5 South Hanover Street Carlisle, Pennsylvania 17013 Telephone 717-243-5838 Personal Representative X Counsel for personal representative · 217 REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Delmer L Hoover 21-03-658 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and tmnsfem under Sec. 9116 (a) (1.2)] Dallas E. Hoover 54 East Main Street Newville, PA 17241 Gerald Hoover 112 Boas Street Harrisburg, PA 17105 Jill E. Pretz 1229 West Main Street Ephrata, PA 17522 Crystal Bowman Roberts Valley Road Harrisburg, PA 17110 RELATIONSHIP TO DECEDENT Do Not ~_i~ Son Son Daughter Daughter AMOUNT OR SHARE OF ESTATE 25% 25% 25% 25% 217 R E\~- 1-f"',~ EX / / REV-1500 / PENNSYLVANIA DEP TMENTOFREVENUEOE T. 280 0 INHERITANCE TAX RETURN21-03-696 RESIDENT DECEDENT"' ) COUNTY CODE YEAR N/JMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Delmer L Hoover 199-07-8451 DATE OF DEATH (MM-DD-YEAR) J DATE OF BIRTH (MM-DD-YEAR) .rEiS RETURN MUS.r BE FILED IN DUPUCA'FE W1TH THE 6/20/2003 J 1/22/1918 REGIS?ER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER j"~ 1. Odginal Retum uJ I--- Z I.U ~ ~] 4. Limited Estate [~ 6, Decedent Died Testate (Attach copy oi' Will) r'~9. Litigation Proceeds Received L~2. Supplemental Return ['~4a. Future Interest Compromise (date of death a~ter 12-12-82) r'--] 7. Decedent Maintained a Living Trust (Attach copy ol Tn.mt) J--'-] 3. Rerrainder Return (dale o/dealh prior to 12-13.42) [~"] 5. Federal Eslate Tax Return Required ]8. Total Number of Sal'e Deposit Boxes r'~ 10. sp ouzel Poverty credq (da te of dee01 b= f.~.c,~.r; 12.31.91 and 1 .t .95) r'~11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Z 0 (J Robert G. Frey FIRM NAME (If Applicable) frey& Tiley TELEPHONE NUMBER 717-243-5838 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE COMPLETE MAILING ADDRESS 5 South Hanover Street Carlisle, PA 17013 125 0_00 OFFICIAL USE ONLY Z 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) ---]Separate Billing Requested 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property (Schedule G or L) 8. TOTAL GROSS ASSETS (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (4) NONE (5), (6) NONE (7), NONE (9) (8)., 135,949 44,318 0 I-- 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10) 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 12. NETVALUE OF ESTATE (Line 8 minus Line 11) (12) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 12,474 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) X .0 ~ (15) 16. Amount of Line14 taxable at lineal rate 79,157 X .0 45 (16) 17. Amount of Line 14 taxable at sibling rate X . 12 (17) 18. Amount of Line 14 taxable at collateral rate x . 15 (18) 19. Tax Due (19) 20. E~ > > BE SURE T~o., ..... ~, .... .~ ........ · ..,,.~ r~cv,--~xor- ~Vl:: AND RECHECK MATH < < 56,792 79,157 79,157 0 3,562 0 0 3,562 , Delmer L Hoover 199-07-8451 ;~17 Dece'dent's Complete Address: STREET ADDRESS 15 Mt. Rock Road CITY Newville STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. ~redits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits ( A + [] + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + 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) 5. If line 1 + line 3 is greatar than line 2, entar the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due, (5A) B, Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ...................... [] [] b. retain the right to designate who shall use the properly transferred or its income; ........... [--~ ~] c. retain a revers ona~ interest' or d. receive the promise for life of ether payments benefits or care? .................. [~ ~'] 2. If death occurred after December 12,1982,did decedent transfer properbj within one year of death without receiving adequate consideration';' 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... E~ ~ 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a benefic ary designation? 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 oi' perjury, I declare Ihat I have examined lhis return, inc uding accompanying s_che_..~l~t~end statements, and to the best of my knowledge and belief, il is true, and complete. Declaration of preparer other than the personal representative is based on all .[l~.,~,,~on of which 13rel3arsr has any knowled,~e. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETUR/~. £ / ~ "/ ' ' ' DATE 3,562 0 0 3,562 3,562 For ~aleJ of dealh on or J~er July 1, 1~94 and belor~ ~anua? 1, 199~, IB~ lax ~ta im~o~e~ on lhe ne( ~lu~ ol l~nl[~ Io or [or Ih~ ~ ol th~ ~.~ivi.~ ~ j ~ 172 PS. S.~ion 911~ (.)(1.1)(i)J. For dales o[ death on or a~er Janua~ 1, 1995, (he tax ~le imposed on the ~el value of tramle~ to or for the ~e oJ the su~iving spouse J 0% ~2 P.S ~ction 9116 {a)(1.1)(ii)]. The stalute does nol exemp~ a {~ns[er to a sullying spo~e ~mm t~, and the statulo~ requirements [or d~clos~re of assets and filing a lax return are still appJi~ble even i~ the su~ing spouse is the only bene~icia~. For dates o[ death on or a~er July 1, 2000: The lax rote imposed on I~ ne{ value o~ tmns~em from a deceased child twenty-one years of age or younger at death to or [or the ~e o~ a natural parent, an adoptNe paten[, or · slepparent o~ the child is 0%[72 P.S So. ion 9116(a)(1.2)]. The lax rate imposed on {he ~t value o~ tin.tam {o or for the use of the decedent's lineal bene~icarf~ = 4.5%, except as noted in 72 P.S. ~tion 9116(1.2) ~2 P.S. S~ion 9116(a)(1)]. The tax rote imposed on the riel vaJue o~ tm~fem to or for Ihe ~e of the deceden['s sibli~s = 12% ~2 P.S. ~ct~n 9116(a)(1.3)] ,A sibling b defined, under ~ction 9102. as an individual who has al leasl one parent in common w~h t~ decedent, whether by blood or adoption. AT REV-1502 EX'+ (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Delmer L Hoover 21-03-658 ALL REAL PROPERTY OWNED SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. REAL PROPERTY WHICH IS JOINTLY-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F. ITEM NUMBER DESCRIPTION House and lot of ground, 15 Mt. Rock Road, Newville, PA 17241. See settlement statemenl attached. VALUE AT DATE OF DEATH 125,000 TOTAL (Also enter on line 1 (If more space is needed, insert additional sheets of the same size) $ 125,000 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Delmer L Hoover 21-03-658 ITEM NUMBER 1. All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION 333.843 shares of Vanguard Wellington Fund @ 26.84 per share (see quote attached) TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 8,960 8,960 · REV-1508 EX + (1-g7) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Delmer L Hoover 21-03-658 Include the prc~::eeds of litigation and the date ~le pr=ceeds were received by the estate. ALL PROPERTY JOINTLY-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F. ITEM NUMBER DESCRIPTION Adams County National Bank account no. 120049 Tax pro-ration reimbursement. See settlement statement attached. Nursing Home account VALUE AT DATE OF DEATH 972 819 198 TOTAL (Also enter on line= (If more space is needed, insert additional sheets of the same size) 1,989 21~ REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Delmer L Hoover 21-03-658 ITEM Debts of decedent must be reported on Schedule I. NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. -',DMINISTRATIV E COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Slreet Address Cibj State Year(s) Commission Paid: Zip Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address city Relationship of Claimant to Decedent State Zip ¸ Probate Fees Accountant's Fees Tax Return Preparer's Fees related to real estate held for sale, 15 Mt. Rock Road Final medical expenses Insurance on real estate held for sale, 15 Mt. Rock Road Expenses of sale of real estate, see settlement statement attached. Return of Pension paid after date of death Medical Assistance incurred within 6 months of the date of death Insurance on real estate held for sale bills on real estate held for sale, see attached statement TOTAL (Aisc enter on line (If more space is needed, insert additional sheets of the same size) 3,000 216 Included w/atty. ~e Included w/atty. ~e 197 2 112 10,830 235 29,516 112 98 $ 44,318 REV-1512 EX+ (6-98) AT COM"MONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Delmer L Hoover SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-03-658 Include unreimbursed medical expenses, ITEM NUMBER DESCRIPTION Medical Assistance incurred more than 6 months prior to date of death VALUE AT DATE OF DEATH 12,474 TOTAL (Also enter on line (If more space is needed, insert additional sheets of the same size) 12,474 217 REV-1513 EX + (9*00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Delme L Hoover NUMBER II. 1. 21-03-65 8 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Dallas E. Hoover 54 East Main Street Newville, PA 17241 Gerald Hoover 112 Boas Street Harrisburg, PA 17105 ~Jill E. Pretz 1229 West Main Street Ephrata, PA 17522 Crystal Bowman Roberts Valley Road Harrisburg, PA 17110 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son SoFi Daughter Daughter AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18~ AS APPROPRIATE ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Not Applicable 25% 25% 25% 25% E3. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Not Applicable TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0 Final medical expenses Associated Cardiologists 1.74 Total Medical Expenses 1.74 Utility Expenses PPL electric Kough's Oil Service PPL electric 13.72 70.07 14.06 Total 97.85 Utility expenses related to 15 Mt. Rock Road: Kough's Oil Service PPL PPL Newville Water and Sewer 70.07 13.72 14.06 99.35 Total Utility Expenses 197.2 OMB NO. 2502-0265 A. v~' B. TYPE OF LOAN: ............. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.E]FHA 2.E]FmHA 3. E]CONV, UNINS. 4. J-]VA 5.['~]CONV. INS. 6. FILE NUMBER: I 7. LOAN NUMBER: SETTLEMENT STATEMENT LEHMAN2 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent am shown. Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: Andrea M. Lehman Dallas Hoover, Co-Executor Adams County National Bank Rosalie F. Lehman Jill E. Pretz, Co-Executor 675 Old Harrisburg Road 7 Central Street 15 Mount Rock Road Gettysburg, PA 17325 Newville, PA 17241 Newville, PA 17241 G. PROPERTY LOCATION: H. SE'CrLEMENTAGENT: 25-1624518 I. SETTLEMENT DATE: 15 Mount Rock Road Newville, PA 17241 Bradley L. Griffie, Esquire December 16, 2003 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 200 North Hanover Street Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 125,000.00 401. Contract Sales Price 125,000.00 102. Personal Property 402. Personal Property 103. Seltlemen/Charges Io Borrower (Line 1400) 3,499.31 403. 104. 105. 404. 405. Adjustments For Items Paid By Seller in advance Adjustments For Items Paid By Seller in advance 105. School Taxes 12116103 to 06/30/04 804.97 406. School Taxes 12/18/03 to 06/30104 804.97 ~07. County/Township 12/16/03 to 12/31/03 13.70 407. Counlyfrownship 12/16/03 to 12/31/03 13.70 108. Assessmenls to 109, County/Township Taxes 408. Assessments to 110. School Taxes 409. County/Township Taxes 111. 410. School Taxes 112. 411. 412. 120. GROSS AMOUNT DUE FROM BORROWER 129,317.98 420. GROSS AMOUNT DUE TO SELLER 125,818.67 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500, REDUCTIONS IN AMOUNT DUE TO SELLER: ~ or earnest money --~ r' 1,000.00 501. Excess D~See Inslructions_L~ ~al Amounl of New Loan(s) 203. Exislin loan s taken sub'ect to 106,250.0.__~.0 502. Selfiemenl Char~ 52,820.32' 204. 503. ~ect Io -- 205. 504. Payoff of first Morlgage ~ ~ 505. Payoff of second Moi"l~~ ge 506. 207. 208. 507. De osil disb. as roceeds 209. 508. Ad~stments For Items Un aid B Seller ~ 509. ~ ~ Adjustments For Items~ Seller 210. School Taxes to 510. SchoolTaxes to 212. Assessments to 511. ~ to 213. 512. Assessments to 214. 513. 215. 514. ~ ~ 515. ,217. 516. 218. 517. 518. 219. 519. 220. TOTAL PAiD BY/FOR BORROWER 107,250.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 52,820.32 ,~300. CASH AT SETTLEMENT FROM/To BORROWER: 600. CASH AT SETTLEMENT TO/FROM Sr:l 301. Gross Amount Due From Borrower (Line 120) 129,317.98 601. Gross Amount Due To Seller (Line 420) 125,818.67 302. Less Amount Paid By/For Borrower (Line 220) ( 107,250.00) 602. Less Reductions Due Seller (Line 520) 52,820.37 303. CASH ( X FROM) ( TO) BORROWER 22,067.98 603. CASH ( X TO) ( FROM) SELLER 72,g98.35 Ige receipt of a completed copy of pages 1&2 of Ihis stalemenl & any attachments referred to herein. B o rrowe r .c~//~.~_ /~J//j~ Seller '~/'~/-'~.~' ~ "~' ...s. 'A ~r/~ea M. Lehrl~ /~'~. ~'/..~, _~...~...,,~ Jill E. Pretz, Co-Executor HUD-1 (3-86) RESPA. H84305 2 L-SETTLEMENTCHARGES Page 2 · OTAL COMMISSION Based on Price % 7.500.00  P~JD FROM ;OA~I~O~O~IR'S ' SELLER'S FUNDS AT FUNDS AT SEI'TL.F.~rr ~ line 700) as Follows: $ 70 .......... 703. C~mmi.~ ~ ......... ~ ~.u~.. ~-,ommlsslon Paid at Settlement 704. to ~. ~P.A..._._Y_A,..B__LE~IN CONNECTION WITH LOAN .8.0_1..Loan ~e % 802. Loan Discount ~ to 803. Flood Certification ~ ~' "'~= to Adams Coun~ational Bank ~R TO BE PAID IN ADVANCE ~r~m 12116103 lo 01/01/04 ~ $ 14.760000/da ( 16days ~to 9~~ ~ce ~rem;um for 1.0 Y~s 904. - .......... ~ ~ ears ~~onth, $ er month ~~ ohms $ er month 1007. · ~o. ~ ~ ~' per month %) 14.51 11.45 245.00 19.00 250.0 -315.0t 75.0 236.1' 6.00 ~..I,I.e m_ _,e nt o .r..C lo_sin Fee to ~~ to Td*Coun Abstract Svcs. "-'--'----"--'- ~~o First American Title/ns. Co. ~-.°J~o Bradla L Griffie. Es uire ~~to Cash 1107. Over~dley L. Gdffie. Esquire ' 108. Tille Insurance to Tri-Coun Abslract/A enl/or Firsl American ~ $ 107 000.00 ~!0'~ s 1252000.00 __2_ ~~ to Td-Counly Abstracb'Agenl for Firsl Americ -- 1112. Approved Atty. Fees . . . ~ to Bra~qulre aR ~NG AND TRANSFER CHA.~=. 562.50 ~.au; MOllgage ~ 66.50; Rele 1204 · =.ua otams ; Mort a e ( LEHMAN21 LEHMAN215 ) Borrower: Seller: Lender: Settlement Agent: Place of Settlement: Settlement Date: Property Location: ADDITIONAL DISBURSEMENTS EXHIBIT Andrea M. Lehman and Rosalie F. Lehman Estate of Delmer L. Hoover Dallas Hoover, Executor Adams County National Bank Bradley L. Gdffie, Esquire (717)243-5551 200 North Hanover Street Carlisle, PA 17013 December 16, 2003 15 Mount Rock Road Newville, PA 17241 Cumberland County, Pennsylvania PAYEE/DESCRIPTION NOTEIREF NO BORROWER SELLER Lloyd's Home Inspection 100.00 Home Inspection POC $175.00b Borough of Newville 99.35 Final Water/Sewer Reading #734 Department of Welfare Medical Asst. Reimbursement 41,990.33 Total Additional Disbursements shown on Line 1305 $ 100.00 $ 42,089.68 (LEHMAN2.PFD/LEHMAN214) -WSJ.com ~ck Charfin~ for VWELX 12/11/03 10:50 AM uard Wellington;Inv (VWELX) (FUND) U.S. Dollar Date Price High Low Volume 6/20/02 26.84 n/a n/a n/a No Splits Get another quote any day after 1/2/1970 1/2/1970 Symbol: I Date: 16/20/02 ~ Copyright © 1998-2003 Bi,qCharts.com Inc, Historical and current end-of-day data provided by FT Interactive Data. 2 Month (Daily') ,:~:,~i72 - ~rt~,c,:, m 1mo 2mo 3mo 6mo lyr 3yr 5yr Copyright © 2003 Dow Jones & Company, Inc. All Rights Reserved NATIONAL BANK August 21, 2003 Frey & Tiley Attorneys at Law 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Delmar L. Hoover Dear Mr. Frey; The following information is being provided as per your request: Acct. Type Acct. Acct. Acc. Int. Ownership Number Principal to D.O.D. On DO.D Date Opened Checking 120049 $971.85 N/A Individual 1-25-85 Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer Company at 1-800-368-5948. If you need any additional information, please feel free to contact me. Sincerely, Lois A. Kime Deposit Services FREY & TILEY ROBERT G FREY ESQUIRE 5 SOUTH HANOVER STREET CARLISLE PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE BUREAU OF FINANCIAL OPERATIONS DIVISION OF THIRD PARTY LIABILITY ESTATE RECOVERY PROGRAM PO BOX 8486 HARRISBURG, PA 17105-8486 January 21, 2004 Re: DELMER HOOVER CIS #: 780159467 SSN: 199-07-8451 Date of Death: 06/20/2003 Dear Attorney Frey: This is to acknowledge receipt of payment in the amount of $41,990.33 regarding the above-referenced estate. The Estate Recovery Program's claim is satisfied. Your cooperation in resolving this matter is appreciated. Sincerely, Linda C. Price Claims Investigation Agent 717-772-6741 717-705-8150 FAX I, DELMER L. HOOVER, of West Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke all wills which I have previously made. I I give, devise and bequeath my entire estate to my wife, Vera E. Hoover, if she shall survive me. II - If my ' wife, Vera E. Hoover, fails to survive me, I. give and bequeath unto my Children such articles of tangible persona property as they shall amicably agree among themselves, without requiring strict equality of distribution among them. I direct my executors hereinafter named to sell at public sale any articles not so selected and to add the proceeds thereof to my residuary estate. I further direct my said executors to sell any real property which fo~ms a part of my estate at either private or public sale, and to add the proceeds thereof to my residuary estate. III - I give and bequeath my residuary estate to my issue per stirpes. IV I appoint my wife, Vera E. Hoover as executrix of this will, and if for any reason she shall fail to qualify or cease to act as such during the administration of my estate, I appoint my son, Dallas E. Hoover, and my daughter, Jill E. Pretz, as alternate executors and trustees under this will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~2./ . day of March, 1980. Signed, sealed, published and declared by Delmer L. Hoover testator above named, as and for his last will and testament, written on one sheet of paper, in our presence, who, in his presence, at his request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: [SEAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT ~F REVENUE BUR;--"-.'J OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3599 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 ESTATE INFORMATION: SSN: 199-07-8451 FILE NUMBER: 2103-0658 DECEDENT NAME: HOOVER DELMER L DATE OF PAYMENT: 02/25/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,562.00 !REMARKS: SEAL TOTAL AMOUNT PAID' DELMER HOOVER PER RBT FREY CHECK//9 INITIALS: MW RECEIVED BY: $3,562.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDZVIDUAL TAXES TNHERTTANCE TAX DZVZSION DEPT. 180601 HARRZSBURG, PA 17128-0601 COHNON#EALTH OF PENNSYLVANZA BEPARTHENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRATSENENT, ALLO#ANCE OR DTSALLO#ANCE OF DEDUCTTONS AND ASSESSHENT OF TAX ROBERT G FREY FREY & TZLEY 5 S HANOVER ST ~; CARLZSLE PA~GI70,13 DATE ESTATE OF DATE OF DEATH FZLE NUNBER COUNTY ACN 04-11-2004 HOOVER 06-Z0-2003 11 03-0658 CUHBERLAND 101 Amoun~ Remi~:~:ad DELHER L HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGTSTER OF NTLLS CUHRERLAND CO COURT HOUSE CARLZSLE, PA 17013 CUT ALONG THZS L/NE ~ RETAZN LO#ER PORT/ON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOT]:CE OF ]:NHERZTANCE TAX APPRAZSENENT, ALLONANCE OR D]:SALLO#ANCE OF DEDUCT/OHS AND ASSESSHENT OF TAX ESTATE OF HOOVER DELHER L F]:LE NO. 21 03-0658 ACN 101 DATE 04-12-2004 TAX RETURN NAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVATZON CONCERN]:NG FUTURE ]:NTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship Zn~eres~ (Schedule C) ($) 4. Nor~gages/No*as RecaAvabla (Schedule D) (~) 5. Cash/Bank Deposi~s/NAsc. Personal Propor~¥ (Schedule E) (5) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To'al Asse~s APPROVED DEDUCT/OHS AND EXENPTZONS: 9. FunaraZ Expenses/Ada. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gaga LiabA1A~Aas/LAans (Schedule Z) (10) 11. To,al Deduc~Aons 12. Na~ Value of Tax Ra~urn 125z000 O0 8z960.00 O0 O0 lz989 O0 O0 O0 (8} 44,$18.00 NOTE: To insure proper credAt ~o your account, subeA~ ~he upper por~Aon of ~hAs form wi~h your ~ax payment. 15. NOTE: 135,949.00 (15) .00 x O0 = .00 (16) 79,157.00 x 045 = 3,562.00 (17) .00 X l/ = .00 (18) .00 x 15 = .00 (19)= 3,562.00 AHOUNT PATD 3,562.00 TOTAL TAX CREDZT BALANCE OF TAX DUEI ZNTEREST AND PEN. TOTAL DUE ASSESSNENT OF TAX: 15. Aeoun'E of Line 14 a{ Spousal ra*e 16. Amoun~ of LAne 14 *axabla a~ LAnaal/Class A ra~a 17. A.oun~ of LAne 14 a* Sibling ra*a 18. Aeoun* of LAne 1~ ~axabla a~ Colla:~ara1/Class B ra4:a 19. PrAncApal Tax Due TAX CRED]:TS PAYHENT RECEIPT DZSCOUNT (+) DATE NUNBER TNTEREST/PEN PATD (-) 02-25-Z004 CD003599 .00 IF PATD AFTER DATE TNDTCATED, SEE REVERSE FOR CALCULATTON OF ADDTTTONAL TNTEREST. 3,562. O0 .00 .00 .00 ( TF TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REg~UTRED. 'rF TOTAL DUE TS REFLECTED AS A "CREDTT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THZS FORN FOR ZNSTRUCTTONS.) Chari~able/Gov~rnean*al Bequests; Non-eloc4:ad 911:5 Trusts (Schedule J) (1:5) . O0 Ne~: Value of Es~:a*a Sub~ac~: '1:o Tax (14) 79,157. O0 %f an assessment #as issemed previously, lines 1~, 15 and/er 16, 17, 18 and 19 ~ill reflect flgures that include the total of ALL returns assessed to date. 11,474.00 (11) 5~ .792. O0 (12) 79,157. O0 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CA): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST= Estates of decedents dying on or before December 1Z, 1982 -- if any Future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class S (collateral) rate on any such futura interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 15 of 2000. (71 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which wes not requested on tho Tax Return, may bo requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications are available at the Office of the Register of Hills, any of the 15 Revenue District OFfices, or by calling the special Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 180601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions For Inheritance Tax Return far a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the dacedent's death, a Five percent CSX) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed ~n the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (61) percent par annum calculated at a daily rate of .000164. 11! taxes which became delinquent on and after January 1, 1981 ail1 bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1981 ZOZ .000548 ~)'~- 1991 111 .000:501 ~ 198:5 161 .000458 1992 91 .000247 2002 1984 117. .000:501 199:5-1994 71 .000192 Z005 1985 151 .000:556 1995-1998 91 .000247 Z004 1986 102 .000274 1999 72 .000192 1987 101 .000274 ZOO0 77. .000191 --Interest ls calculated es follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELIN;IUENT X DAILY INTEREST FACTOR Interest Dally Rate Factor 9Z .000Z47 61 .000164 SZ .000157 4X .000110 --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notlca, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/18/2005 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 RE: Estate of HOOVER DELMER L File Number: 2003-00658 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 I, 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: 6/20/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ .5t'~J~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: DELMER L. HOOVER Date of Death: JUNE 20, 2003 Will No. Admin. No. 21-03-00658 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 (X ) No ( ) 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 account with the Court? Yes () No ( ). (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 parties in interest? Yes (X) No ( ) Date: (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. JUNE 1,2005 .~--!J. ?(:) 19nature Robert G. Frey Name (Please type or print) N C'J 5 South Hanover Street Carlisle. Pa 17013 Address (717) 243-5838 Telephone No. ;,capacity: ( ) Personal Representative ( X ) Counsel for personal representative ctf BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE :;rn,,r~ i"r' -r:t .lX~ -;!::(,,~;C.;L)i::lJ:l'fftIt!fIf!jANCE TAX JSTATliMeNT OF ACCOUNT BRIDGET M WHITLEY ESQ SKARLATOS & ZONARICH 17 S 2ND ST 6TH FLR HBG PA 17101 20D6 SEP -8 Mi 11 = 14DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN REV-1607 EX AFP (03-05) CLERK OF ORPH.~,N'S COURT CliVD--)' Ir, ,-ro' 0' " i:, ',', l i /-..~ 08-21-2006 FUNK 07-13-2005 21 05-0658 CUMBERLAND 101 JANE M Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~. ESTATE OF FUNK JANE M FILE NO. 21 05-0658 ACN 101 DATE 08-21-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-07-2006 PRINCIPAL TAX DUE: 2,188.52 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-20-2005 CD005923 .00 2,250.00 08-07-2006 REFUND .00 61.48- TOTAL TAX CREDIT 2,188.52 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR>, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. > J