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HomeMy WebLinkAbout02-02-08 1 0 ^o ^I I ^^ REV-1500 EX (O6-OS) OFFICIAL USE ONLY PA Dapartmen[of Revenue County COde Vear File Number Bureau oflndividualTaxes INHERITANCE TAX RETURN Po eox zs°a°' 21 07 1053 Marrabprg, PA 1r12°-oeot RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 169 52 6997 11 02 2007 12 02 1959 Decedent's Last Name Suffix Decedent's Rrst Name MI Hoffman Glenn P (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Firs[ Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [i 1. Original Return l~ 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) I~ 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1 -95) (Attach Sch. O) CORRESPONDENT - Thls section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telephone Number Bradford Dorrance, Esq. 717 255 8014 Frm Name (If Applicable) Keefer Wood Allen & Rahal, LLP Rrs[ line of address P.O. Box 11963 Second line of address WILLS USE o ~ ~ A~ W Z~ t jox IV ~T 'V ~_I Z 'FILED ~.'J City or Post Office Harrisburg Correspondent's a-mail address: bdOrraflCe O~keetefW00d.COm State ZIP Code I- PA 17108-1963 v Under penalties of perjury, I declare that I have examined this return, including accompanying sched ales and statements, and to [he best of my knowledge and belief, it is true, correct and complete. Declaration of the praparer oth ar than personal representative is based on all information of which preparer has any knowledge. See schedule attached - / 5~ - L'U SIGNgTURE QF PE RSON RESPONSIa LE roRtILlrvG nt runrv ~^~~ P.O. Box 11963, Harrisburg, PP, 17108-1963 PLEASE USE ORIGINAL FORM ONLY e Side t 1 I ^ ^O OI I ^^ 1 ^ ^^ ^I I ^^ (~ \~ t V ~ "~° ~~~~~ ~ ~\~ '°~ ~~ Estate of: Glenn P. Hoffman James A. Hoffman 485 Mill River Lane San Jose, CA 95134-2419 Co-Executor Heidi Fisher DeDay 3 Belmar Avenue Selinsgrove, PA 17870 169-52-6997 Rev-1500 IX Decedent's Social Security Number Decedent's Name: Glenn P. Hoffman 169 52 6997 RECAPITULATION 1. Real estate (Schedule A) ......................................... 1. 289, 900.00 z. Stocks and Bonds (Schedule B) .................................... 2. 211,770.17 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3. 0.00 4. Mortgages & Notes Receivable (Schedule D) ........................... 4, 0,00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ......... 5. 423, 935.63 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ...... 6. 74.28 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ...... 7, 94,678.98 s. Total Gross Assets (total Lines 1-7) ................................ 8. 1,020, 359.06 9. Funeral Ex enses & Administrative Costs Schedule H P ( ) .................... 9. 75,644.20 10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I 9 9 ( ) ............... 10. 1 ,723.37 11. Total Deductions (total Lines 9 & 10) ................................ 11. 77, 367.57 12. Net Value of Estate (Line s minus Line 11) ............................. 12. 942,991.49 13. Charitable and Governmental Bequests/Sec 91'13 Trusts for which an election to tax has not been made (Schedule J) ....................... 13. 637, 992.24 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14, 304,999.25 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 1 2 X 0 Q QQ (a)( . ) . 0 • 15. 0.00 16. Amount of Line 14 taxable at lineal rate X .045 94,914.98 1s. 4,271.17 17. Amount of Line 14 taxable at sibling rate X .12 50,084.28 17 6,010.11 16. Amount of Line 14 taxable 160,000.00 at collateral rate X .1s 1s. 24,000.00 ,s. TAX DUE .................................................... ,s. 34,281.28 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 I ^ ^^ ^^I ^^ I ^ ^^ ^^I ^^ J Rev-1500 IX Page 3 Decedent's Complete Address: File Number 71 n7 inF'2 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Glenn P. Hoffman 169-52-6997 STREET ADDRESS 1130 D Powder Circle CITY STATE Zlp Mechanicsburg PA 17050-7330 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 34,281.28 z. credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 21,226.00 C. Discount 1,117.00 Total Credits (A+ B + C) (z) 22 343 00 3. Interest/Penalty if applicable D. Interest 0.00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 0.00 4. If Llne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Llne 20 to request a refund. (q) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 11, 938.2$ A. Enter the interest on the tax due. (5A) 400.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) _ 12,338.28 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 transfened; , , , , , , , , , , , ,,,, , , , ,, , , b. retain the right to designate who shall use the property transfened or its income : ............. c. retain a reversionary interest; or .............................................. . . d. receive the promise for life of either payments, benefits or care? ........................ 2. If death occurred after December 12, 1962, did decedent transfer property within one year of death without receiving adequate consideration? .................................... Q 3. Did decedent own an "intrust fof' or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary 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. 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 three (3) percent [72 P.S. Sect. 9116(x)(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 zero (O) percent [72 P.S. Sect. 9116(a)(t1)(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicahle even if 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 zero (0) percent p2 P.S. Sect. 9116(x)(1.2)]. The tax rate imposed on the net value of transfers [o or for the use of the decedent's lineal beneficiaries is tour and one-half (4.5) percent, except as noted in 72 P.S. Sect. 9116(1,2) [72 P.S. Sect. 9116(x)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. Sect. 9116(x)(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-1502 E%t (8-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENTDECEDENT ESTATE OF FILE NUMBER Glenn P. Hoffman 21 07 1053 ~~~ ~ ee~ v uvn~.y uwnsa soiery or as a tenant m common must ba raportatl at fair market value. Fair marke[value is tlefinad as [ha price at which property woultl 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 isjointly-ownetl with right of survivors hip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER nFCrolonnni 1 Residence at 1130 Dry Powder Circle, Mechanicsburg, Hampden Township, 289,900.00 Cumberland County, PA, per Deed recorded in Cumberland County Recorder of Deeds Office, Book114, Page 357, valued at gross sale price per settlement sheet attached TOTAL (Also enter on line 1, Recapitulation) ~ 289,900.00 (lf more space is needed, insert additional sheets of the same size) REV -1503 EXa (0-98) SCHEDULE B COM MONWEALTH OF PENNSYLVANIA STOCKS & BONDS IN HE RITANDE TAX RETURN flE51DENT DECED ENT ESTATE OF FILE NUMBER Glenn P. Hoffman 21 07 1053 (If more space is needed, insert additional sheets of the same size) REV-1508 E%+(8-98) COMMON W EALTH OF PENNSYLVANIA INH E RITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Glenn P. Hoffman 21 07 1053 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 Scheduel F. ITEM ......_ ._ _ _ OF DEATH 1 PNC Bank Certificate of Deposit, Acct. #31100316483, established 5-9-05, 45,722.97 DOD balance: $45,568.78 + $154.19 accrued interest 2 PNC Bank Certificate of Deposit, Acct #31200312301, Established 2-26-05, 92,247.66 DOD balance: $92,187.70 + $59.96 accrued interest 3 PNC Bank Certificate of Deposit, Acct. #31200269542, established 8-1-05, 65,509.22 DOD balance: $65,464.87 + $44.35 accrued interest 4 PNC Bank Certificate of Deposit, Acct. #31700312946, established 9-24-01, 102,198.45 DOD balance: $102,101.72 + $g6.73 accrued interest 5 PNC Checking Account, Acct. #5004838604, established 8-1-05, DOD 1,469.72 balance: $1,469.72 6 PNC Checking Account, Acct #5140301297, established 4-1-78, DOD 4,452.29 balance: $4,452.29 7 Commerce Bank, 60 Month, Certificate of Deposit, Acct. #1700470, 16,903.86 established 12-24-04, DOD balance: $16,884.78 + $19.08 accrued interest 8 $50 Series EE U.S. Savings Bond #L366889303EE, issued 12/1988, $40.76 65.76 accrued interest to date of death, registered jointly to the decedent and his father John Hoffman, who predeceased the decedent 9 Unit 78, Week 52, Quail Hollow Villas, Beach Mountain Resort, Crown 10.00 Resorts Time Share, est. value 10 I Decedent's 2007 Form 1040 tax refund received 7,455.00 11 1996 Mercedes-Benz C-Class C220 Sedan 4D, VIN #WDBHA22E2TF361511, 4,530.00 goad value per Kelly Blue Book Value - $4,530 12 2001 Ford Explorer Sport Utility 2D, VIN #1 FMYU70E91 UC46000, good value 5,875.00 per Kelly Blue Book - $5,875 13 2004 Chevrolet Silverado 1500 Pickup Long Bed, VIN #1GCEC14X94Z323488 7,505.00 good value per Kelly Blue Book - $7,505 14 Decedent's coin collection, per appraisal 35.50 15 Decedent's personal effects and tangibles -est. value 200.00 Total from continuation Schedule(s) 69,755.20 TOTAL (Also enter on line 5, Recapitulation) 423,935.63 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of: Glenn P. Hoffman 21 07 1053 Schedule E -Cash, Bank Deposits, and Misc. Personal Property Item Value at Date Number Description of Death 16 PSECU Savings Account (S1); DOD balance - $4,161.97; Interest - $36.83 4,195.80 17 PSECU Checking Account (S4); DOD balance - $1,414.32; Interest - $5.41 1,419.73 18 PSECU Money Market Account (S7); DOD balance - $58,769.92; Interest - 61,214.74 $2,444.82 19 PNC Financial Services Group Pension Plan, Pre-Retirement Death Benefit, 0.00 valued at $42,212 on March 1, 2008, paid to Estate. This retirement account/benefit is non-taxable because decedent was not entitled to benefits during his lifetime. 20 Unused Travelers Checks -cash 100.00 21 Verizon, refund of credit balance 10.80 22 Comcast, refund of credit balance 20.86 23 Highmark, health insurance reimbursement 2,780.27 TOTAL. (Carry forward to main schedule) ...... 69,755.20 REV -1509 EX+I6-96) SCHEDULE F COMMON W EALTH OF PENNSVL VANIA INH ERITANCE TAx RETURN JOINTLY-OWNED PROPERTY RESIDENTDECEDENT ESTATE OF FILE NUMBER Glenn P. Hoffman 21 07 1053 If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Timothy H. Hoffman 351 Denison Drive brother Dauphin, PA 17018 R. c. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY. INCL UOE NAMEOF FINANCIAL INSTITUTION AND BANK ACCT NUMBER OR SIMILAR ID ENTIFVING NUMBER. ATTACH DEED FOR JOINTLY-H ELD REAL ESTATE. DATE OF DEATH VAL UE OF ASSET %OF DECD'S INTEREST DATE OF DEATH VAL UE OF DECEDENT'S INTE REST 1 A 1998 $200 Series EE U.S. Savings Bond, 148.58 50.000 74.28 #R149737937EE, issued 04/1998, $48.56 accrued interest to date of death, Timothy H. Hoffman, brother, joint owner w/ decedent TOTAL (Also enter on line 6, Recapitulation) 74.28 (If more space is neetled, insert additional sheets of the same size) REV-1510 E%i18-98) COMMONWEALTH OF PENNSYLVANIA INH E RITANCE TA% R ETURN RESID ENT DECEO ENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Glenn P. Hoffman 21 07 1053 I nis ac rte dole must be completed and filed if the ens wer to any of q uestions t through Cart [he reverse side of the REV-150° COVE R SH E ET Is vas. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFERE E,RELATIONSHIP TO DECED ENTB GATE OFTRANSFER. ATTACH COPVOF DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OF DEC'S INTEREST IXCLUSON (IF APPLICABLE) TAXABLE VALUE 1 PNC Financial Services Group, Inc. Dividend 91,634.33 Reinvestment and Stock Purchase Plan, Account #00000382540, which contained 1327.456674 shares of PNC Financial Services Group, Inc. common stock @ $69.03 per share on date of death. The decedent's mother, Shirley A. Hoffman, was the beneficiary of this account. 2 Highmark Investment Plan retirement account. 0.00 The beneficiary is the Endowment Fund of United Cerebral Palsy of PA. This retirement account, worth $76,854 on Dec. 31, 2007, is non-taxable because decedent was under age 59-1 /2. 3 PNC Financial Services Group, Inc., Roth IRA 0.00 Acct #43342939, valued at $16,220.37 on October 31, 2007. The beneficiary of this Roth IRA is his mother, Shirley Ann Hoffman. This IRA is non-taxable because the decedent was under age 59-1/2. 4 Harrisburg Area Community College Deferred 0.00 Compensation Plan, TIAA Acct. #D338732-3 and CREF #V3387320, TIAA-CREF annuity. Dacoda J. Rose, the decedent's minor nephew, is the sole beneficiary of this annuity. This account, worth $1,088.91 on Dec. 31, 2007, is non-taxable because decedent was under age 59-1 /2. 5 $25 Series E U.S. Savings Bond 50% 100.20 #06356748456E, issued 02/1980, $81.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 6 $25 Series E U.S. Savings Band 50% 100.20 #Q6356748326E, issued 02/1980, $81.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother Total from continuation Schedule(s) 2,844.25 TOTAL (Also enter on line 7, Recapitulation) 94,678.98 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of: Glenn P. Hoffman 21 07 1053 Schedule G -Inter-Vivos Transfers and Misc. Non-Probate Property Item Date of Death % of Dec's Exclusion Taxable Num Description of Property Value of Asset Interest (if applicable) Value 7 $25 Series E U.S. Savings Bond 50% 100.20 #O6356748315E, issued 01/1980, $81.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 8 $25 Series E U.S. Savings Bond 50% 100.20 #O6356748300E, issued 01/1980, $81.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother $25 Series E U.S. Savings Bond 50% 100.20 #O6356748250E, issued 1211979, $81.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 10 $25 Series E U.S. Savings Bond 50% 100.20 #O6356748139E, issued 12/1979, $81.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 11 $25 Series E U.S. Savings Bond 50% 102.20 #O6356748107E, issued 11/1979, $83.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 12 $25 Series E U.S. Savings Bond 50% 102.20 #O6356748057E, issued 11/1979, $83.45 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 13 $25 Series E U.S. Savings Bond 50% 101.24 #O6356748037E, issued 10/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 14 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240989E, issued 10/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 15 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240935E, issued 10/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother TOTAL. (Carry forward to main schedule) ...... 908.92 Page 3 Estate of: Glenn P. Hoffman 21 07 1053 Schedule G -Inter-Vivos Transfers and Misc. Non-Probate Property Item Date of Death % of Dec's Exclusion Taxable Num Description of Property Value of Asset Interest (if applicable) Value 16 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240893E, issued 09/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 17 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240839E, issued 09/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 18 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240809E, issued 08/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 19 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240744E, issued 08/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 20 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240659E, issued 07/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 21 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240614E, issued 07/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 22 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240556E, issued 06/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 23 $25 Series E U.S. Savings Bond 50% 101.24 #O6323240503E, issued 06/1979, $82.49 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 24 $25 Series E U.S. Savings Bond 50% 103.03 #O6323240432E, issued 05/1979, $84.28 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother TOTAL. (Carry forward to main schedule) ...... 912.95 Page 4 Estate of: Glenn P. Hoffman 21 07 1053 Schedule G -Inter-Vivos Transfers and Misc. Non-Probate Property Item Date of Death % of Dec's Exclusion Taxable Num Description of Property Value of Asset Interest (if applicable) Value 25 $25 Series E U.S. Savings Bond 50% 103.03 #O6323240378E, issued 0511979, $84.28 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 26 $25 Series E U.S. Savings Bond 50% 103.03 #O6323240325E, issued 05/1979, $84.28 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 27 $25 Series E U.S. Savings Bond 50% 102.04 #O6323240263E, issued 04/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 28 $25 Series E U.S. Savings Bond 50% 102.04 #O6323240213E, issued 04/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 29 $25 Series E U.S. Savings Bond 50% 102.04 #O6323240194E, issued 03/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 30 $25 Series E U.S. Savings Bond 50% 102.04 #O6323240079E, issued 03/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 31 $25 Series E U.S. Savings Bond 50% 102.04 #O6323240117E, issued 02/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 32 $25 Series E U.S. Savings Bond 50% 102.04 #O6290608478E, issued 02/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 33 $25 Series E U.S. Savings Bond 50% 102.04 #O6290608403E, issued 01/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother TOTAL. (Carry forward to main schedule) ...... 920.34 Page 5 Estate of: Glenn P. Hoffman 21 07 1053 Schedule G -Inter-Vivos Transfers and Misc. Non-Probate Property Ilem Date of Death % of Dec's Exclusion Taxable Num Description of Property Value of Asset Interest (if applicable) Value 34 $25 Series E U.S. Savings Bond 50% 102.04 #O6290608320E, issued 01/1979, $83.29 accrued interest to date of death, beneficiary Shirley Ann Hoffman, the decedent's mother 35 PNC Financial Services Group, IRA #47265741, 0.00 United Cerebral Palsy of Central PA is sole beneficiary of this account, which was worth $136,341.51 on December 27, 2007. This IRA is not subject to inheritance tax because decedent was under age 59-1/2. 36 PNC Bank Incentive Savings Plan, valued at 0.00 $11,708 on Sept. 30, 2007; the decedent's mother, Shirley A. Hoffman, was the beneficiary of this plan, which is non-taxable because the decedent was under age 59-1/2. TOTAL. (Carry forward to main schedule) ...... 102.04 REV-1511 E%+(10-OBI SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INH ERITANCE TAX RETU RN ADMINISTRATIVE COSTS RESID ENT DECEDENT ESTATE OF FILE NUMBER Glenn P. Hoffman 21 07 1053 Debts of decetlent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL IXPENSES: 1 Shermanata Grange (Funeral Luncheon) 100.00 2 Ronald C.L. Smith Funeral Home 3,599.12 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 35,000.00 Name of Personal Representative(s) James A. Hoffman & Heidi Fisher DeDay Street Address Cib State Zip Year(s) Commission Paid: 2. Attorney Fees 35,000.00 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. Taz Return Preparers Fees See schedule attached 1,945.08 TOTAL (Also enter on line 9, Recapitulation) 75,644.20 (If more space is needed, insert additional sheets of the same size) Page 2 Estate of: Glenn P. Hoffman 21 07 1053 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 Probate Fee 530.00 8 Legal Advertising Fees 281.50 9 Additional Short Certificates 12.00 10 James Hoffman - reimbursement of expenses 562.50 11 James A. Hoffman -reimbursement of expenses 59.08 12 Heidi Fisher DeDay -reimbursement for Crystal Clean Maids, residence 500.00 cleaning TOTAL. (Carry forward to main schedule) ...... 1,945.08 REV-1512 EXa(12-03) COMMONWEALTH OF PENNSYLVANIA INH E RITANCE TA% RETURN RESIDENT DECED ENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS I ESTATE OF FILE NUMBER Glenn P. Hoffman 21 07 1053 Report debts Incurred by decedent prior to death which remained unpaid as of date of death, Including unrelmbursed medical expenses. REV -1513 E%+19-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INH ERITANCE TAX RETURN RESIDENT pECED ENT ESTATE OF FILE NUMBER Glenn P. Hoffman 91 m 1nFz N UMBE NAME AND ADDRESS OF PERSON 5 RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Ll st Trustees VAMOUNT OR SHARE OF ESTATE i TAXABLE DISTRIBUTIONS (include outright spousal distributions and , transfers under Sec. 9116(a)(1.2)] See schedule attached ENTER ^OLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 1e, AS APPROPRIATE, ON REV-1500 COVER SH E ET u NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See schedule attached 637,992.24 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 637,992.24 (Ii more space is needed, insert additional sheets of the same size) Page 2 Estate of: Glenn P. Hoffman 21 07 1053 Schedule J, Part I -Taxable Distributions Amount or Share Num. Name and Address of Person(s) Receiving Property Relationship to Decedent of Eslate James A. Hoffman brother 50,010.00 485 Mill River Lane San Jose, CA 95134-2419 Timothy H. Hoffman brother 74,28 351 Denison Drive Dauphin, PA 17018 Shirley Ann Hoffman mother 94,914.98 43 Petersburg Lane Duncannon,PA 17020 James A. Hoffman, Trustee U/W f/b/o niece (15%) 30,000.00 Rochelle M. Rose 485 Mill River Lane San Jose, CA 95134-2419 James A. Hoffman, Trustee U/W f/b/o nephew (15%) 30,000.00 Dacoda John Rose 485 Mill River Lane San Jose, CA 95134-2419 PA DeMolay (per lapse of Item III per Will) frat. org./col. rate (15%) 50,000.00 Pilgrim Chapter, Order of DeMolay 1244 Bainbridge Road Elizabethtown, PA 17022 Adams Lodge No. 319, F&AM frat. org./col. rate (15%) 50,000.00 101 South Carlisle Street New Bloomfield, PA 17068 Page 3 Estate of: Glenn P. Hoffman 21 07 1053 Schedule J2 -Part B Charitable and Governmental Distributions Item Description Amount 1 Masonic Homes for Children 79,749.03 PA Grand Lodge F&AM 1 Masonic Drive Elizabethtown, PA 17022-2184 2 Whitaker Center for Science and the Arts 79,749.03 222 Market Street Harrisburg, PA 17101-2117 3 United Cerebral Palsy of Central PA 79,749.03 44 S. 38th Street Camp Hill, PA 17011 4 Capitol Dinner Theater 79,749.03 450 Fishing Creek Road Etters, PA 17319 5 Big 33 Scholarship Foundation, Inc. 79,749.03 511 Bridge Street New Cumberland, PA 17070 6 Caring Foundation 79,749.03 f/b/o The Highmark Caring Place -Lemoyne 120 Fifth Ave., Suite 954 Pittsburgh, PA 15222-3001 7 Harrisburg Area Community College Foundation 79,749.03 One HAAC Drive Harrisburg, PA 17110-2329 8 United Cerebral Palsy of Pennsylvania 79,749.03 908 North Second Street Harrisburg, PA 17102 TOTAL. (Carry forward to main schedule) ...... 637,992.24 Last Will and Testament Glenn P. Hoffman I, Glenn P. Hoffman, of the Township of Hampden, County of Cumberland, Commonwealth of Pennsylvania, cJeclare this to be my Last Will and Testament and revoke any Will previously made by me. ITEM I' I direct that all my just debts and funeral expenses shall be paid from the assets of my estate as soon as practical after my demise. Further, I direct that my remains be cremated avid disposed of in a prudent manner not to include being interred (e.g., my executor can dispose of them in any large body of water.. San Francisco Bay, the Caribbean, etc.). ITEM II: I bequeath the sum of Fifty Thousand and no/100 dollars ($50,000.00) to my brother James Allen Hoffman, now or formerly of the City of San Jose, State of California. These funds are to be used for the retirement of his student loans, if any, with the balance given to James directly. ITEM III: I bequeath the sum of Fifty Thousand and no/100 dollars ($50,000.00) to my brother Timothy Harmon Hoffman, now for formerly of the Borough of Duncannon, County of Perry, Commonwealth of Pennsylvania. These funds are to he used for the retirement of his student loans, if any, only if he has attained the minimum of a Bachelor's Degree at an accredited university. If this degree requirement is not met at the time of my demise, or if there are any remainder funds after paying any student loans, the balance is to be given directly to the Pilgrim Chapter Order of DeMolay. ITEM IV: I bequeath the sum of Fifty Thousand and no/100 dollars ($50,000,00) to Adarris Lodge No. 319 Free and Accepted Masons of Pennsylvania of the Borough of New Bloomfield, County of Perry, Commonwealth of Pennsylvania. I further direct that a portion of these funds be used to replace the carpeting of the main Lodge Hall with royal blue plush carpeting (similar to that of Perry Lodge) and a portion of these funds to be used for the remodeling of the lodge kitchen facilities. ITEM V: I_ devise and bequeath my Chandler Book Collection, my art collection, and my entire coin collection and any other collectibles to my mother, Shirley Ann Hoffman, now or formerly of the Township of Penn, County of Perry, Commonwealth of Pennsylvania, with this entire collection being given io Adams Lodge No. 319 F. and A. M. upon the death of my mother. In the event that my mother should predecease me, I direct that these items be bequeathed to Adams Lodge No. 319 F. and A. M. of the aforementioned address in ITEM IV. I further direct that all personal photographs and family information be distributed to my niece, Rochelle Marie Rose, and to my nephew, Dacoda John Rose. ITEM VI: I devise and bequeath my interval ownership property known as Unit 7B, Week 52, located at Quail Hollow Village, Beach Mountain Resort, Drums, Pennsylvania, to my brother, James Allen Hoffman, of the aforementioned address in ITEM II. ITEM VII: I bequeath the sum of Thirty Thousand and no/100 dollars ($30,000.00) to my niece, Rochelle Marie Rose, now or formerly of the Township of Saville, County of Perry, Commonwealth of Pennsylvania, to be used solely and exclusively for educational expenses. In the event that there are no educational expenses and Rochelle has achieved at a minimum a Bachelor's Degree at an accredited university, I direct that the monies be given to Rochelle directly. In the event that Rochelle has not achieved at a minimum a Bachelor's Degree by her 30th birthday and/or has no intention of achievmg such, I direct that these monies be directed to The Masonic Homes for Children in Elizabethtown, Pennsylvania. I appoint my brother, James P.Ilen Hoffman, trustee of these funds- ITEM VIIL I bequeath the sum of Thirty Thousand and no/100 dollars (~30,OG0.00) to my nephew, Dacoda Jo'nn Rose, now or formerly of the Township of Saville, County or` Perry, Commonwealth of Pennsylvania, to he used solely and exclusively for educational expenses. I n the evens that there are no educational expenses and Dacoda has achieved at a minimum a Bachelor's Degree at an accredited university, I direct that the monies be given to Dacoda directly. In the event that Dacoda has not achieved at a minimum a Bachelor's Degree by his 30th birthday and/or has no intention of achieving such, I direct that these monies be directed to The Masonic Homes for Children in Elizabethtown, Pennsylvania. I appoint my brother, James Allen Hoffman, trustee of these funds. ITEM X: I devise and bequeath the residue of my estate, of whatever nature and wherever situate, to he divided equally between and among The Capitol Dinner Theatre -Harrisburg, United Cerebral Palsy of Central Pennsylvania, Whitaker Center for Science and the Arts, United Cerebral Palsy of Pennsylvania, The Highmark Caring Place -Lemoyne, Big 33 Foundation, HACC Foundation, and Masonic Homes of the Grand Lodge of Pennsylvania F. and A. M., Elizabethtown, Pennsylvania. ITEM XI: I appoint my brother, James Allen Hoffman, to be co-Executor of this my Last Will and Testament and Heidi Elaine Fisher to be co-Executrix of this my Last Will and Testament. ITEM XII: No bond shall be required of my personal representatives insofar as the same Ir~ay be omitted by law. IN WITNESS WHEREOF, I have hereunto set my name this /a= day of January, 2006. 7't-• e; it-ui ' C ~ i ~G'enn Patrick Hoffman' ~ Notary'Public" This o`er? day of January, 2006, Glenn Patrick Hoffman personally appeared before me, a Notary Public. The preceding Instrument, consisting of these two typewritten pages, identified by the signature of the testator, was on the day and date thereof signed, published, and declared by Glenn Patrick Hoffman, the testator herein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto -~ ,-~ ~- ~ ~ , ~~ r~,._~x-~-- r'-`~h.~C~~`.,~ ,residing in Harrisburg, Pennsylvania. ~~~ ti , I~~~jd~~~ ,~1,,~n ;v; ~ _ ,residing in Gettysburg, Pennsylvania. ~r~UMryJI/~ GVI~~y""~~}-~_ ,residing in Elizabethville, Pennsylvania. ~r ~ ~~~~ f ,~iaiN ~ C I GI- P ,J !.6yi_~AIViF. '.~ot=ral S=a~ ' I Fne~T. 1'os(, !•d ;-tary Fubii,: ~ i=.rn_ri~^ ~rv,;;. ~":un~b~n~~riU County ' Il:p Comm,,,..., ~~, =,;njr~_ pryer,. '>G,, GJC i ~~ e ,i., _ ~ , r _. iJ,izii~- Fax Jan n sooe oa:e2pm Fgovo63 ~~~ nMa un ocnznoa~ A' B. TYPE OF LOAN: U.S. DEPARTMENT OF HDUSINGSUR6AN DEVE _ LOPf.ENT 1' FHA 2QFmHA 3.~CONV. VNINS. 4.QVA 5.©CpNy. lhl$,~ 6. FILE NUMBER: ). LOAN NUMBER: SETTLEMENT STATEMENT AuSTIN.K' s1n5D6Dt36 8. MORTGAGE 115 CASE NUMBER: C. NOTE: This loam k lwnishetl to give yov a sfelamant N mtvel sattkmant torts. Arrounfs pei6 b eM 6y the settbment apenl era sMwn ' ' Items merketl (ROC) acro paltl ou(sipe . (he cbsinp: they em shown Iwa ]or Infymalbnal purposes ane ere not InclueeR In Ms lo(als. D. NAME AND ADDRESS OF BOia3OWER: 1 o YiE IxtV^ielrcRN4Uaiw WJ1) E. NAME AND ADDRESS OF SELLER: F. NOME AND ADDRESS OF LNDER' KENNETH A, gVSTIN antl , JAGOUELINE F. AUSTIN GRAYSTONE MORTGAGE, LLC JAMES A. FgFFMAN, Co-Exewlor 5115 EAST TPoNDLE ROAp, SUITE B HEIDI FISFER DeOAY, CaExaWlor MECHANICSBURO, PA 1]050 of the Eslale o1 GLENN P:'HOFFMAN G. PROPERTY LOCATION: H. SETTLEMENT AGEnI: 2P1624913 1130 DRY POWDER CIRCLE GUARgNTEEDAe STRgCT~$ERNCES INC ' I. SETTIEMEN7 OATS: MECHANICSBURG, PA 17050 , . CUMBERLAND County, Pennsylvania pLACE OF $ETTIEMENT May 30, 2008 PRUDENTIAL TMOMPSON WOOD REAL ESTATE 9815 Market S6 Camp Hill. PA 17071 J. SVMMARY OF BO ER' T ' " SACTION K. SUMMARY OF SELLER'S TRANSAC ION 100. GR S. OUNT OUE FROM BORROWERi. - 400. GRO9 AMOUNT DUE TO SELLER 101. Wntrect Sales Prlw .102. PnsonalP - 280,000.00 401. CarNaU Sales Pace 288000.00 402, PasonalPro 103. SeUlament Cha as to Borrower Lina 1400 - 1D4 ~ 14.016.87 ' 403. ' . aD4. - 105i 406. Ad'vNmenrs Fcr /lens Pad B SWlar in edvanoa Atl vNmenfs Fa Items PAN B SNler In atlvenw 106. Coun Taxes 05/30/00 to O1/Ot/00 107 Ci ~Tu- 404.08 408. Coun Taxes 05130100 to 01/01/09 404 86 . to 108. School Tax 05/30/08 b 07/Dt/O8 . 9W. CI Tax tp ' 216.85 408. School Tax 05/30/06 l0 O7I01I08 2 109. tWNUA1 HOA FEE bti7.0005/30Po8 tc O1p1/Og 1085 1D.03 408. gNNUIU. MOA FEE 617.0005/30/0610 OU01/Og I . 1003 N0. 2ND OTR SEWER BTItq$H 05/30/06 to 07/01108 q8 ]6 410 2ND OTR S 111 . .. EWER6TR B 0613 100 1/OB g6.T6 . 911. 1 t2. i. 1 ' 120. .bRO55 AMOUJ7 DUE FROM BORROWER I - 304,587,1) 420. GROSS AMOLfJ7 DUE TO SEU ER ~ . 290,580,30 200. AMOUNTS PAIOBT OR IN BENALF OP BORROVYER:~ .600. REOUCl1ONe IN AMOUNT DUE T09ELLER ' 201: Da all ar earnest mane 3.600.00 501. Exc¢es eh Sea Inslructians - 202. Prim I Mrount N Naw Loan a 260 800.00 502. Seltlemenl Char ea tb Seller Une 1400 203. EASIm loans taken sub'ect to 18,855.02 503. ExISU loans taken sub eU 10 209. - - I 504. PayuR of 6rsl MMgege 205. 200. 505. P W eecontl ort a e 267" 506. _ 208[ 607. De osX tlisb. as ocea6s 209. 608. A usrmenfs Fmlfems Un eltl B SNlel SOB. Taxes le u Ad u8(mants Fa Items Un NCB Seller 2ft q Ta: 51 p, Coun /Tw Taxes to i 212. 6Gwol Tex to x to ! ~ 213.' - 512 BrJwo a to . 214. 513. 216. - 514. - 216, 515. i 516. I 216. ~ I 517. 219. 519. . 519. 220. TOTAL PAID BY/FOR BORROWER I 264.400.00 520.TO7AL REDUCDON AMOLWT DUE SELLER 300. Cq$H AT SETTLEMENT fROMRO BDRROVYER t 0,655.02 : 301 Gross Ampyrn Due From BOrrowar Vne 120 600. CgSH AT SETTLEMENT TO/FROM SELLER ' 302. Less Amount PypB /Fw Borrower Une 220) 304,597.17 807. Giws Amount Due Tp Seller line 420 ~( 2 264,400.00 602, Less Re actions DUe Seller Une 520) ;( f8 8550 303. CASN (X FfibM) ( i0 J BORiOWER , ~ 40,1 W.A 603. D4SN I Y rn v cmae r ccu ~e _ ~. .. _.. .. _...r......u, I L/l /LiLtll. The un0arsigned hereby ack ' edg recalp( a ccm let copy or pages 182 of this eWlemenl & any anaehmenjslNePed to herein. eonower 1 C',O'-F1~Y.( Seller ~r"~ METH A. A I JAMES FFMEry~ Cp.Exe~pr JA VELIN gUSTIN SFEF~~ FI[NI FI DA Cn- ze~cu/lo~r ~^-~~C~s Fax Jun 17 2009 Od, d3pm P003/003 SETTLEMENT CHARGES raa. rorx comMr95IVN Based on Ptlce $ 289,900,00 5.0000% 19.495.00 . .noM orneu e D/VILO/l a/COmmI591eO lea] !5 0/OWS: gpRaOWfR'6 E ]Ot.$ 7,472.5 to /M R AL ASSOCIATES. 6 LLER5 Evrvns nr rvrvas ar ,222.5 to IAL H M N WO REAL E A 703. ammlaaion Paltl et Se lament senLanlaRr sarnsu=_ue >04. TRANSAC I to U N IqL TROMPS N 000 ALE BOO (TENS PAYABLE IN CONNlO 14.99 . 200.00 . TION WRIT LOPN 801. Loan Or Inatbn Fee % tc 802. Loan OI6WUn1 2.0000 % to GRAYSTONE MORTGAGE, LLC 8 A praise ee 5,218.00 . p 1c 804. reds Report l0 805. Procossin9 Fea to G AY A ,LLC 125 00 8 .Flood Gen Fee to FAFOS . 807. ax~ ervise Fee Ic A LLC 18.50 , fi Ap eel oa ea 1 GRAY 7 .00 . 0 S N A ,LL 809. Vntlemrilin Fee to RAYSTONE M GE, LL 395 t 5 00 t ucument Pre Fee to A S ON M TGAGE, LLC tt 375.00 - . 900. ITEMS REOUIREO eY LENDER TD DE PAID IN ADVANCE BO F 1. InIar9sl rom 05/30108 la Ofi101/OB ® $ 39.310000/day ( 2tleye Y.) ]8 63 902. Mort a e Insuranm Premiumbr months to . 903 Ha>ard Insurance P i f . rem um ar 1.0 ears Io ALL$TATE tIySURANCE POC $799 93 904. 908 7000. RESERVES DEP051TEp WITH LENDER - 1001. Hazartl Insurance 3,000 -monfns S 80.82 ar month 1002 Mon a e Insurance 199.88 . months $ 84.79 er month 1003. Court lTw Tazes 5.000 monttw S 50.03 er monm 1009: CII Tax 280.15 monttn $ er month ' 7005. School Tae 13.000 monUls $ 202.30 r month 1006 2,530.88 . mon s er menlh ' 1002 m p 6 ¢r On 1008 AGGREGATE AWUSTMENT . monhs $ er month fi02 32 1100. TITLE t74ARGE9 . 1101. SetBemanl a Closi Fee l0 .1102.E-Mail OO¢umenl Rebieval to GUARANTEED ABSTRACT SERVICES, INC, 50 00 1103. I to . 1709 Insured Cl i L g os n e er to LAWYERS TITLE INSURANCE CORPOPATION 35.00 1105. Oacumenl Pr araljen to KEFER WODD ALLE BRAHAL. LLP DEED POC 1'106. Note Fees to CASH 1107. Apana s Foos l0 30.00 10.00 includes above item numbers: .Ti r' c T I 1 BO 7 includes above item rwmbers.1101. 71 3 REISSUE RATE 1109. Lendafs Covers e E 60, .00 LO&0035586 1110. OwneYS Cavere e $ 2899 00 C70~0028474 1111. PA END:100,3 0,900,020 to CUARAN EED ABSTRACT ERVICE ,INC. 1112 OVerni nt Fee/ ac a e - 200.00 . p g to GUARA T ED AB TRACTS RVICES,1 C. 12.00 1117. Ov¢rnipnl eel ayo 1114. TAX CERT FEE to GUARANTEED ABSTRACT SERVICES ING , 1115 2008 COUNTY/iVJP TAX 500 . to MARIE HUGER, TC 11!8. 688:02- t1n. T~ 1178. 1200. GOVEPNMENT RECORDING ANp TRANSFER CHAROE9 1201, Rewrtlln Faaa: geed S 39.00; Monga a E' 8630; fteleag¢¢ $ 105 50 1202. Cil /GOVn ax/Slem s'. Dee 2 088 0~ Mort a e t 203 SIal¢Tax/Slam s: Re 6t . 2,899.00 . venue am s 2899.00; MOn a 1204. RECORDER OF DEEDS 1205 289800 . RECORDER OF DEEDS 1700.ADDITIONAL SETTLEMENT CHPRGES ' 1301. Sure la 1302. Pest Ifs action la ANS ING. POC 1303. HOME WARRANTY to AHS COMRACT g8a3B0783 1304; RESALE CERT FEE - 93500 . to GARY MUCCIO 1305. TRANSACTION FEE to REIMAX REALTYASSOgATES IN 30,Oo , 1400. TOTAL SETTLEMENT DHARGE$ Entc on Llna 103 Section J and 502 9actlon I 1 O 6 285.00 ' a. uvmm o.e.~. of ma a.,.,o.r..,n..ia.mne.n,,,w.s....:..,.......:.,., ........, ............ .. ~ n 9. t .B> to e55.02 ---.L~E b T SERVICES ING. CenlSetl 10 bee We copy. seHlame Agem nusvnrcr <usnn er~I ~`" ay Fax FIDVGTARY D'$ED THIS DEED, made this ~,,~day of Two Thousand and Eight (2008). Feb 2 2009 11:55am P002/006 PARCEL ~t 10-18-1325-052 in the year BETWEEN James A. Hoffman ;ard Heidi Fisher DeDay, Co- Executors of the Estate of Glenn P, .Hoffman, deceased, o£ Mechanicsburg, Cumberland County,.PGnnsylvania ("Grantors"); and Kenneth A. Austin. and Jacqueline F. 'Austin, husband and wife, of .Mechanicsburg, Cumberland Couhty, Pennsylvania ("Grantees"). The circumstances giving rise to this fiduciary deed are as follows: 1, Glenn P.. Hoffman (the "Decedent"),, an unmarried man, died testate on.Ndvember 2, 2007, a resident.. of Mechanicsburg, Hampden Township, Cumberland County,:: Pennsylvan.ia:. . 2. On November 19, 2007, the Cumberland County Register of Wills appointed James A,,Hoffmarn and Heidi Fisher DeDay Co- Executozs o£ the Decedent's pzobate Testate (No: 2007-01053). 3. At the time of his death; the Decedent owned certain real property with a dwelling, commonly .known as 1130 Dry Powder Circle, Hampden Townskaip, Mechan~csburg,..Cumberland County, Pennsylvania, and more specifically !described below.. fl. Secti,pn 3351 of the Pennsylvania Probate, Estates and Fiduciaries Code, 20 Pa. C.S.! Section 3351, authorizes a decedent's personal representative tp sell, at a public or private sale, real. estate that is not .specifically devised. 5. The below-described zeal.estate was not specifically devised by the Decedent in any. will., 97II'NESSETA, that in consi.cleration of Two Hundred Eighty Nine Thousand Nine Fiundzed ($289, 9OO.OO):dollars;.and other good and valuable consideration, in hand paid, the receipt and adequacy of which is hereby acknowledged, Grantors do hereby grant and convey to Grantees, and their respective heirs and assigns, as tenants by the entirety: ALZ THAT CERTASN tract or!, parcel of land and premises, situate, lying and being in the Township of Hampden,. in the County of Cumberland and Commonwealth of Pennsylvania, more particularly described as follows: Fax Feb 2 2009 11:55am P003/006 ACCORDING to a plan of Ha~pden Heights for Park Hills West, Inc., by Whittock-Hartman, Rpbert .Hartman, R.P.E. dated December 30, 1980 and revised February 12, 1982, and recorded in Plan Book 41, Page 115, bounded and,~described in accordance with said plan as follows: BEGINNING at a point .on the eastern right-of-way line of Dry Powder Circle, said point being located and referenced a distance of 1,657.13 feet in a northwesterly direction from the intersection of the western right-o'f-way line of Dry Powder Circle, a 50 foot, right-of-way, and the projected center line. of Creekview Road (west), a 70 foot right-of-way; thence along Lot #92 North 50 degrees 43 minutes 40 seconds East, a distance of 152.10 feet to a point; thence Lot #33 and L•ot #32 S©uth 12 degrees 37 minutes 1"7 seconds East, a distance of ,17.5,73 feet to a point thence alcng Lot #44 South 77 degrees 22 minutes ~i3 seconds West, a distance of 7.20.00 feet t.o a. point or. the eastern right-of-?aay line of Dry Powder Circle; thence along the eastern right~of-way line of Dry Power Circle North 12 degrees 37 :minutes 17 seconds west, a distance of 40.23 feet to a point; thence along the same on the arc of a curve curving to the left having a radius of 150.00 feet, an arc length of 69.77 feet to a point ;the place of )3EGINN2T3G: HEING Lot #43, Phase 1 of Aampden Heights as recorded in Plan Sooic 47:, Page 115 . SAID lot containing 17,88.2 squaxe feet and is subject to half of 15 foot wide pedestrian easement along the southern property line. Having thereon erected a two story dwelling known and numbered as 1130 Dry Powder Circle. UNDER AND SCIBJECT, N$VERTSELESS, to all reservations, restrictions, covenants, conditions; easements, leases and rights. of way appearing of record.. HEING the same premises which Thomas E. Nadolny and Mary D. Nadolny, `husband and wife, by their deed dated June 10, 1994, and recorded on November 2, 1994, in'the Cumberland County Recorder of Deeds' Office, Record Book 114, Page 357, granted and conveyed unto Gler:r. P. Hoffman, as un_marrled man and the Decedent referenced above. ANA Grantors, for themselves and their successors and assigns, and with respect to their acts only, do covenant, promise and agree with Grantiees, .and their respective heirs and assigns,, that they, as Grantors, have not done, committed; or knowingly or willfully suffered to be done or committed,'any act, matter, or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, .shall, or may be impaired, charged, or encumbered, in title, charge, estate, or otherwise. 2 I thereof, is, are, shall, or may'. encumbered, in title, charge, estate; Fax Feb 2 2009 11:55am P004/006 be impaired, charged, or or otherwise. IN WSTNE53 WtiER'l~OF, we, James A. Hoffman and Heidi Fisher DeDay, Co-Executors o£ the Estate of Glenn P, Hoffman, deceased, have hereunto set our hands and seal's on the day, month, and year first above written. Signed, Sealed and Delivered in the pr ante o-£~: 'V" *. ~/i4d ...,~.._{SEAL) ,iES 'A. l-~OFFmY4~~7 * C~--EXECUTOR 0 THE ESTATE OF * GLENN 'P. HOFFMAN, DECEASED ~.'~~,~,~ ~,,,~),~.,~~L~Sr.4.1i {SEAL) * .HEIDL FISEIER-DeDAY ~~ * CO-EXECUTOR OF THE ES'PATE OE * GLENNP.:HOFFMAN, DECEASED State o£ California * ss. County of Santa Clara On~ ~his, the ~ ~- -day of .~ , .20,08 before me, _=l~~lA6S ~ ~N~~~ the undersigned notary public, e sona2ly appeared James A. Hoffman, who acknowledged himself to be Co-Executor of the Estate of Glenn P. Hoffman, deceased, and that he: ae 'such. Co-Exec~.zt or, b.~i!ig authorized to do so, executed the foregoing instrument for the purpose therein contained by signing his name .as Co-Executor of the Estate of Glenn P. Hoffman, deceased. IN WITNESS, WHEREOF, i hl'ave hereunto set. my hand and notarial seal. ~~~ NEWM OBVCf CammNMon' ~ tlr~i-i ~. ~ e.INe"r° Notary P li 3 Fax Feb 2 2009 11:55am P005/006 Commonwealth. o£ Pennsylvania * ss. County o£ Snyder On th' s, tie day~/of ~~~.(~ 2008, before me, ~//.f,! /•5i2~f ~~~L!!t~ , the undersigned notary public, personally appeared Heidi Fisher DeDay, who acknowledged herself to be Co-Executor of the Estate of Glenn P. Hoffman, deceased, and that she, as such CouExecutor, being authorized to do so, executed the foregoing instrument for the purpose therein contained by signing :her name as Co-Executor of the Estate of Glenn P. Hoffman, deceased. SN WI'INES5 WHEREOF', I have hereunto set my hand and notarial seal. Y Atb~c i ~~kABN. Yir0FRC1 ~~M~l. e I HERF;BY CER'PIFY i:hat the 'precise a is: 113 0 ~ r~ ~oiy o(,.P,l' C i ~• <1Mn1 C~ i G ~~ ~C7 ees 4 fax ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE, PA 17013 717-2.40-6370 Instrument Number - 200818661 Recorded Ou 6/4/2008 At 12:44:00 PM * Instrument. Type -DEED Invoice Number - 22297 User IA - RAK * Grantor - HOFFMAN, GLENN P * Grantee - ?,.UST, KENNE i lI t1 * Customer -GUARANTEED ABSTRACT * FEES STATE TRANSFER TAX $2,899.00 ' STATE WRIT TAX $0.50 STATE JCS/ACCESS TO $1'0:00 JUSTICE RECORAING FEES - $7.],.50 RECORDER OF REEDS ;AFFORDABLE HOUSING $11.50 COUNTY ARCHIVES FEE ~ $2.00 ROD ARCHIVES FEE $3.00 CUMBERLAND VALLEY $1,449.50 SCHOOL DISTRICT HAMPAEN TOWNSHIP $1;949.50 TOTAL PAID ,$5;836.50 ' * Total Pages - 5 Feb 2 2009 11:55am P006/006 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Culnberlanil County PA ~~~ f!~ ItECOHnER o D As * -Information denoted by an asterisk may change during the verification process and may trot be reflected on this page. DOOI{S9T I! tI I VIII III ~ III III III CHARLES W RUBENDALLII R OBERT L. WELDON EUGENE E. PE PINSKY, JR. JOHN H. ENOS$ GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELY SE E. ROGERS CRAIG A. LONGYEAR JOHN A. FEICHTEL STEPHANIE KLEINFELTER DONALD M. LEWIS $ ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L. VERISH KEEPER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 210 WALNUT STREET P. O. BOX 11963 HARRISBURG, PA 17108-1963 PHONE 1717) 255-8000 EIN No. 2 3-071613 5 www.keeferwood.com February 2, 2009 ESTABLIS HED IN IB78 OF COUNSEL: N. DAVID RAHAL SAMUEL C. HARRY WEST SHORE OFFICE: 635 NORTH 12 `" ST., SUITE 400 LEMOYNE. PA 17043 17171 612-5 800 WRITER'S CONTACT INFORMATION: Phone No.: (717) 255-8014 Fax No.: (717) 255-8092 HAND DELIVERED ti C -,-I s I Register of Wills 'a~,~? W Cumberland County Courthouse ~ - 1 Courthouse Square ~~"~ N ~- _'I Carlisle, PA 17013 C ~ ~ 3 ` -' Re: Estate of Glenn P. Hoffman, Deceased "'`-? No. 2007-01053 "~ Dear Sir or Madam: Our firm represents Heidi Fisher DeDay and James Hoffman, co-executors of the estate of Glenn P. Hoffman, deceased. Enclosed for refiling are: the Pennsylvania Inheritance tax Return and Inventory. Also enclosed is our firm's $30.00 check representing your filing fee, a copy of your January 30 letter, and a copy of your office's receipt for payment of $8,068.82 in Pennsylvania inheritance tax. Please date-stamp the additional copies of these filings and return them to our messenger. Thank you. Sincerely, KEEPER WOOD ALLEN & RAHAL, LLP By: BD/raw dford Dorrance enclosures CHARLES W RUBENDALLII ROBERT L. WELDON EUGENE E. PE PINSKY. JR. JOHN H. ENDS III GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE JEFFREY S. STO KES ROBERT R. CHURCH STEPHEN L. GROSE R. SCOTT SHEARER ELYSE E. ROGERS CRAIG A. LONGYEAR JOHN A. FEICHTEL STEPHANIE KL EIN FE LT ER DONALD M. LE WIS$ ERIC R. AUGUSTINE TODD F. TRUNTZ CAROL L. VERISH KEEPER WOOD ALLEN &RAHAL LLP , ATTORNEYS AT LAW ESTA BLIS HED IN 1678 210 WALNUT STREET OF COUNSEL: P. O. BOX 11963 N. DAVID RAHAL SAMUEL C. HA RRY HARRISBURG, PA 17108-1963 PHONE (717) 255-8000 WEST SHORE OFFICE: 635 NORTH 12TM ST., SUITE 400 LEMOYN E, Pq 17043 EIN No. 23-0716135 17171612-5800 www.keeferwood.com WRITER'S CONTACT INFORMATION: January 28, 2009 Phone No.: (717) 255-8019 Fax No.: (717) 255-8042 VIA FEDERAL, EXPRESS Register of Wi11s Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Glenn P. Hoffman, Deceased No. 2007-01053 Dear Sir or Madam: Our firm represents Heidi Fisher DeDay and James Hoffman, co-executors of the estate of Glenn P. Hoffman, deceased. Enclosed for filing are the following: 1. Pennsylvania Inheritance Tax Return; 2. Inventory; and 3. the estate's $8,068.82 check representing inheritance tax due. Please date-stamp the additional copies of these filings and return them to me in the envelope provided. Thank you. Sincerely, BD/raw enclosures cc: Ms. Heidi Mr. James KEEPER WOOD ALLEN & RAHAL, LLP By: dford Dorrance Fisher DeDay A. Hoffman