HomeMy WebLinkAbout03-1007PETITION FOR PROBATE and GRANT OF LETTERS
also known~as
Deceased.
Social Security No. I g 0 2,0 _g/~?
No.
To:
Register of Wills for the
County of C~.~btvk~ ~,
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 executr ~
in the last will of the above decedent, dated ~q~'~ ~"~/
and codicil(s) dated
in the
named
,19__
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cd- ~, ~,¥ ¢ ~ 1 q ~ ~ County, Pennsylvania, with
h~ last family or principal residence at 49/6
Lowor A1 lon
(list street, number and muncipality)
Decendent, then 7.~- years of age, died ~ o V ~ ~O0~ , 19.
J .,
at H~r.~hey ~_~-~ ~ 6_a! Center. ~er_~hey. PA
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:
$10%
$
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
Testanentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF C~n~rl~d ; ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition 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 subscribed ,- /r/~c:~. ~
/~efore me this 4th day of { __ " Cz ~-
,// ._ December ~ ~ J ./_ g,
7 /
21-2003-1007
ep\will~\hor~t.rj\8-94
LAST WILL AN~ TESTAMENT
OF
~OBE~T J. HO~ST
I, ROBERT J. HORST, of the Borough of New Cumberland, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I: I direct that my Executrix hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, KATHRYN J. HORST, provided she
survives me by sixty (60) days.
ITEM III: Should my wife, KATHRYN J. HORST, fail to survive me by
sixty (60) days, I bequeath all of my furniture and household equip-
ment to such of my children as survive me to be divided equally among
them or in such manner as they may agree.
ITEM IV: Should my wife, KATHRYN J. HORST, fail to survive me by
sixty (60) days, and should my gross estate exceed $250,000.00, I make
the following bequests:
A. $500.00 to the New Cumberland Public Library.
B. $500.00 to the Penn-Cumberland Garden Club to be used
for the purchase and planting of a tree or trees on the grounds of the
New Cumberland Public Library.
Page 1 of 8
C. $500.00 to my friend, ROBERT SHULL.
D. $500.00 to my daughter-in-law, PATRICIA ELLIOTT HORST,
whether or not still married to my son.
E. $500.00 to any other former first wife (other than
PATRICIA ELLIOTT HORST) of a son of mine who is now divorced from a
son of mine.
Fe
survives me.
me o
survives me.
$100.00 to my wife's sister, PHYLLIS PROBST, if she
G. $100.00 to my wife's aunt, ELSIE SHOOK, if she survives
$100.00 to my wife's aunt, MARGARET RITTER, if she
I. $100.00 to TIMOTHY HOFFMAN and GLORIA HOFFMAN, or to the
survivor of them, provided one or both of them are living at the time
of my death.
J. $100.00 to RICHARD FRANTZ and JEAN FRANTZ, or to the
survivor of them, provided one or both of them are living at the time
of my death.
K. $100.00 to HARRY JOHNSON and MARJORIE JOHNSON, or to the
survivor of them, provided one or both of them are living at the time
of my death.
L. $100.00 to BARRY STARNER and MARJORIE STARNER, or to the
survivor of them, provided one or both of them are living at the time
of my death.
M. $100.00 to HOWARD LEE, provided he survives me.
Page 2 of 8
ITEM V: Should my wife, KATHRYN J. HORST, fail to survive me by
sixty (60) days, I devise and bequeath the residue of my estate as
follows:
A. 16% to my son, BYRON W. HORST, or if he is not living,
then his share shall be divided one half to his surviving spouse and
one half to his issue, per stirpes.
B. 16% to my son, ETHAN C. HORST, or if he is not living,
then his share shall be divided one half to his surviving spouse and
one half to his issue, per stirpes.
C. 16% to my son, LYNN R. HORST, or if he is not living, to
his issue, per stirpes.
D. 16% to my son, ERIC A. HORST, or if he is not living,
then his share shall be divided one half to his surviving spouse and
one half to his issue, per stirpes.
E. 2% to each grandchild of mine or to his or her issue,
per stirpes.
F. 2% to the MOUNT ZION LUTHERAN CHURCH of Fairview Town-
ship, York County, Pennsylvania, for the installation of a stained
glass window or windows, unless this has been installed and paid for
by me prior to my death, in which case this bequest shall abate.
G. 1% to the MOUNT ZION LUTHERAN CHURCH of Fairview Town-
ship, York County, Pennsylvania, to be expended for a community
project or projects at the sole discretion of the then Pastor of said
church.
Page 3 of 8
Pennsylvania.
I.
J.
2% to the MENNONITE CENTRAL COMMITTEE of Akron,
2% to LUTHERAN WORLD RELIEF of New York, New York.
1% to the MOUNT ZION LUTHERAN CHURCH of Fairview Town-
ship, York County, Pennsylvania.
K. 2% to the INTERNATIONAL BIBLE SOCIETY of Colorado
Springs, Colorado.
1% to MAP International of Brunswick, Georgia.
1% to the LUTHERAN CAMPING CORP., of Arentsville,
ne
M.
Pennsylvania.
N.
O.
P.
1% to MUHLENBERG COLLEGE of Allentown, Pennsylvania.
1% to the LUTHERAN SEMINARY of Gettysburg, Pennsylvania.
All the rest, residue and remainder shall be distributed
to such christian church or churches as my then living sons shall
designate, each son to designate an equal portion of this remainder.
ITEM VI: Should any issue of a child of mine receive a share of
my estate by reason of the death of his or her father pursuant to
Items V.A. through D., such share shall be held by the Co-Trustees
hereinafter named IN TRUST for the following uses and purposes:
A. To expend and apply so much of the income together with
so much of the principal thereof as Trustee shall consider advisable
for the education (including college education, both graduate and
undergraduate) of such child after taking into consideration his or
her other readily available assets and sources of income, or during
Page 4 of 8
illness or emergency, shall be either paid to him or her or else be
applied directly for his or her benefit by the Trustee.
B. Upon the child reaching the age of twenty-one (21) years
one half of the then remaining principal and accumulated and undis-
tributed income shall be paid to him or her. Upon the child reaching
the age of thirty-one (31) years the entire remaining balance of
principal and accumulated and undistributed income shall be paid to
him or her.
C. Should the child die before receiving the entire balance
of the trust, the trust shall terminate and the then remaining princi-
pal and any accumulated and undistributed income shall be paid to his
or her issue, per stirpes, or in default thereof, shall be paid to the
issue of his or her father, per stirpes.
ITEM VII: It is my earnest wish and desire that all crafts and
paintings done by Paul R. Wieand or by Kathryn J. Horst and all family
antiques remain in the family.
ITEM VIII: I appoint the father or living parent of any minor
guardian of the estates of any minor beneficiaries named herein.
ITEM IX: I appoint BYRON W. HORST, ETHAN C. HORST, LYNN R. HORST
and ERIC A. HORST or the survivors of them Co-Trustees of any trust
created herein.
~TEM X: I appoint my wife, KATHRYN J. HORST, Executrix of this
my last will. Should my wife, KATHRYN J. HORST, fail to qualify or
cease to act as Executrix, I appoint my son, LYNN R. HORST,
Executor of this my last will.
Page 5 of 8
ITEM XI: It is my wish and desire that my son, LYNN R. HORST,
accept a commission of no more than 2% of my gross estate in compensa-
tion for his services as Executor of my estate.
ITEM XII: No fiduciary acting hereunder shall be required to
post bond or enter security for the faithful performance of his/her
duties in any jurisdiction.
IN WITNESS WHEREOF, I, ROBERT J. HORST, have hereunto set my hand
and seal this 9-~day of ~ , 1994.
ROBERT J~ HORST
SIGNED, SEALED, PUBLISHED and DECLARED by ROBERT J. HORST, the
Testator above named, as and for his Last Will and Testament, and 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.
Addre s s
Page 6 of 8
COMMONWEALTH OF PENNSYLVANIA:
:SS:
COUNTY OF CUMBERLAND :
I, ROBERT J. HORST, the Testator whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
Sworn to or affirmed to and acknowledged before me by ROBERT J.
HORST, the Testator, this ~4~ day of ~~~ , 1994.
NOTARIAL SEAL
CONSTANCE L.,KARL!o NOTARY PUBLIC
NEW Cth4BERLAND, PA CUiqBERLAND CO.
MY COMMISSION EXPIRES APRIL 13, 1995
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF~q~BERLAND :
We~-o~r'~~~.~~ and ,//~~ ~~L~_~ ,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
Page 7 of 8
we were present and saw Testator sign and execute the instrument as
his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
Sworn to or affirmed to and acknowledged before me by
wl~tnesses, this ~ ~day of ~~~ , 1994.
CONSTANCE L.,KARL!, NOTARY PUBLIC /
NEW CUMBERLAND, PA CU~i~ERLAND ~0. /
MY COMMISSION EXPIRES APRIL 33, ~99§~
Page 8 of 8
JRD/June 30, 1992/17858
APR 1 6 2004x /
In Re: Estate of ROBERT J HORST
Late of LOWER ALLEN TOWNSHIP
Estate No.: 21-03-1007
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2003-1007
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPItANS' COURT RULE
Personal Representative: KATItRYN J HORST
Counsel for Personal Representative:
Date of Grant of Original Letters: 12-05-2003
Date of Delinquency Notice: 03-15-2004
The undersigned, Glenda Famer-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Oi'phans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
MARCH 15, 2004, and that the ten (10) day notice to file the certification has expired.
Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency
and the undersigned requests that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or counsel for the delinquent
personal representative.
Date: 04-15-2004
Distribution:
Glenda-Farne~: S tr asb au-ah "~::Bv'~.~ - .~3,~
Clerk of the Orphans' Court '~ '~~
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for-(~ c~' at (~'.~Oin Courtroom No. 3. If the Certification of Notice is
filed prior to the hearing date, ~e hearing will automatically b~~/~/,,,~ ~
/ ! Il il Ill
Geor~i~ E~tt~o~ffe~, P?J. '-
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death: /~IOUc2Dq~'cFL~ 2-,
Will No. Admin. No. 2 c9 O ~ ~ ~2 / O 0 7
To the Register:
I certify that notice of (beneficial interest) ~hate administration 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 .., 19~£c'~t:~-?. I0 2 0~_~:
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except~
Date:~ 004. '2,~ A z'~) ~D %
90: '!,'~ g- ktll, I PO.
Signature
Name
Telephone( )7/7. 7¢3...~0¢~/
Capacity:'TN~ Personal Representative
Counsel for personal representative
21-2003-1007
Cumberland County - Register Of Wills
One Courthouse Square
Carlislel PA 17013
phone: (717) 240-6345
Date: 10/11/2005
HORST KATHRYN J
4916 WOODBOX LANE
MECHANICSBURGI PA 17055
RE: Estate of HORST ROBERT J
File Number: 2003-01007
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 I NO.
103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 11/02/2005
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYI
~r.A"~
,"-",Vi'
, U-~ l?fJ~_', . ',' '
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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fRO/fune 30,1992/17858
In Re: Estate of Robert J. Horst
Late of Lower Allen Township
DEe T ?, L005
--1MY
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYL VANIA
Estate No.: 21-2003-1007
NO. 21-2003-1007
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Kathryn J. Horst
Counsel for Personal Representative:
Date of Decedent's Death: 11/02/2003
Date of Delinquency Notice: 11/02/2005
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans , Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on October
11,2005, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 12/12/05
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for February 27, 2006 at 11:00 a.m. in Courtroom No.2. If the Status
Report is filed prior to the hearing date, the hearing will automatically be fancelled.
, t/z..-
yv Edg B. Bayley
/SENDER: COMPLETE THIS SECTION '
· Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
· Print your name and address on the reverse
so that we can return the card to you.
· Attach this card to the back of the mail piece,
or on the front if space permits.
, ,
COMPLETE THIS SECTION ON DELIVERY "
.. i:J
A Signature
I iO Agent
'c l v~ Addresses
B. Received by ( Printeri I~. e) C. Date of Delivery
~\t: (\'8, t. ::S. /- :i{-- 0 ("
D. Is dei/very address different from item 1? 0 Yes
If YES, enter dei/very address below: 0 No
1. Article Addressed to:
Kathryn J. Horst
534 Old Plantation Road
Jekyll Island, GA 31527-0715
3. Se)Yice Type
EI Certified Mail 0 Express Mail
o Registered 0 Return Receipt for Merchandise
o Insured Mail 0 C.O.D.
4. Restricted Delivery? (Extra Fee) 0 Yes
2. Article Number 7005 1820 0002 4615 6902
(Transferfromservicelabe~_ ~~--_4_
PS Form 3811, February 2004 Domestic Return Receipt 102595-02-M-154C
.
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STATUS REPORT "lJNTIER RULE 6.12
Name of Decedent: 1G()/fElZf
/l/oVE lh~trL ~
2/-. LO <:>?,.. j ou7
JIVGog'
l/orZ~
Date of Death:
2...-00?
>
Estate No.:
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report t.l}e following
with respect to completion of the administration of the above-capt~ed estate: '---
1. State whether a~stration of the estate is complete:
Yes 0 No ~
2. If the answer is No, state when the personal representative reasorlably believes that
the administration will be complete: .:5t.pvt:: 2.. 00 (;,
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a fmal account with "the COlli~?
Yes 0 No 0
b. Tne separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did t.~e personal representative state an account informally to t.~e parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with theClerk of the Orphans' Court and may be ,-i--'
attached to this report. 'K~-:~)--~ vv/ H r..,'-A..../--L--/
Z/8/00
/ '
Date:
Signature
_l '-
/(Al/1,€Y/lI
Name
41" r]l:-IUtJfr'j VRIVC_
Address m EZj.)jOjJLC! (f/~IZL> J typ
7J7' 7 t!rb' bo9L-/
T"elephone l'To.
W ;/01057
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va.ya.~iI..Y, 1. C.L.:)V.l..La.J. J...........1-n..'...,...,......J.J.....(:l.l.,J. ......
o Counsel fGI personal represe~tative
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~~~~.!l.~ILIC.ll. llJl.1 'if'ti l!.l!.l!.~ OJ!. I\.."U.!!..ll..il.IUI~lClt.a..a.!!.U 1l.",1i.JJ~.!.Lu..r
STATUS REPORTDNDERRULE 6.12
Name of Decedent: .!2olSt.-/Zr J~ cog l/olZ~
Date of Death: A/ovemg:'frz.., ~ Leo S
Estate No.: 2/ - LO C ?,... I o() 7
.
. Pursuant to Rul.e 6.12 of the S.u~rem: Court Orphans':, Court Rules, I rep~the following
Wlth respectto completion of the administratIon of the above-capfu\}~ed estate:
"
1. State whether a~stration of the estate is complete:
Yes 0 No )Al
2. If the answer is No, state when the personal representative reasorl.ably believes that
the administration will be complete: .:511/Vt: 2.. 00 0
?/
3. If the answer to No.1 is Yes, state the follo'wing:
a. Did the personal representative file a fmal account with 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 aCCOw'1.t informally to 't~e paa."iies in
interest? Yes 0 No 0
Date:
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. IT< ~ \..A./. H ~
Z/8/00 .
/ ' Signature
"!."
9 t: : II :: '} ::) -
/(A111~Y/ll
Name
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Re~uer of1rVilla uf Q."ni,herhu""'ld County
STATUS REPORT UNDER RULE 6.12
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" : 'N~ ofDeoedc;nt: .ROBERT J. HORST
D~ofpeath: 11/02/2003
, ..~teNo.: 21-2003-1007
'. .
. Pursuant to Rule 6.12 of the Supreme Couq Orphans" Court R1:1l~ -Ireport the following
~th TeSpect to completion of the administration of the ~bove~tiODed estate:
'1.. State whether administration of the estate is complete:
'. -res 0 No B . . .
.:. ...
2. If the answer is No, state when the personal representati~ reasonably believes that
the administration .will be comPlete: .
3. ,If the answer to No.1 is y~ state thC foUowmg:':.. ~.. .'" . -
a., Did tho persODal rePiesenmtive file.!~~ _~C?Oiuit with ilie C~ '
Yes 0 . No -0. . ,'--- .~..__._..... ---.. .....-- ..-.- ......
. b. The separate Orphans' Court No. :en: anY) for. ~e'personal repre~tative's
accotmtis: '. ''':,''.'--''u,_, :.. '....
. c. Did the personal representative, state an account informally 1D the parties in
.inter~? Yes 0 No 0 '
, c. Copies of receipts, releases, joinders and approval offormal or informal
'.' '. : . . acc~unts may be filed with the Clerk of the Orp~) Court and I11tJ..Y. be ~
.,.. .' .' '. . attached~this~ort. ]l<~. v0 . 'H~
....: '~~'D~te: ".J..l,,6-.\"'l" . - .... " . ' '. . .' .. : .
!:J'~ ,.... ~ . . Signature .
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Kathryn w. ~orst
','Name ,
, . ..... . . 416 Bethany .Drive
.' ; ~;,'.;' ~~~.'::-;.;.. ", :;..". ..' ' -. . '. Mechanicsburg, PA 17055 .
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REV-1500 EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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Horst, Robert, J
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
2 -03 1007
COU'NTYCOOE ---vEA~ - - NU"MBER- -
SOCIAL SECURITY NUMBER
1 80- 2 0 - 5 1 5 7
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
11/02/2003 11/8/1927
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
D 3. Remainder Return (date of death pnor to 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
David H. Stone, Es uire 414 Bridge Street
FIRM NAME (If Applicable)
Stone LaFaver & Shekletski
TELEPHONE NUMBER
717 774-7435 New Cumberland PA 17070-
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98,982.74 X ~(15) 0.00
0.00 X _(16) 0.00
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 0.00
Horst, Kath n J.
~ 1. Original Return
D 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
62,285.77
47,080.25
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1 )
(2)
(3)
(4)
(5)
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(8)
109,366.02
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D 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)
(9)
(10)
10,383.28
(11 )
(12)
(13)
10,383.28
98,982.74
0.00
(6)
(7)
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 Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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)
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
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
(14)
98,982.74
Decedent's Com lete Address:
S-TREET ADDRESS
4916 Woodbox Lane
ZIP
17055-
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
0.00
Total Credits ( A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
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)
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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
0.00
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; ..... ................... ...................................... ....... ...... D ~
b. retain the right to designate who shall use the property transferred or its income; ........................................ D ~
c. retain a reversionary interest; or ...................................................................................................... D ~
d. receive the promise for life of either payments, benefits or care? ............................................................. D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. D [R]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................ ............... .................. ...................................... D ~
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 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my kno edge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is ba;;ed on all information .Jf which preparer has any knowledge. ~ '$
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN (~. . " DATE
~. \(,~ ,lW))+~ 4-1(;, ~c~~,-IY]~~ PA- ""Yv-te-w -:L~{.
ADDRESS 534 Old Plantatio Rd. .J j
Je i ~ GA 31527
SIGNATURE OF P EPARER OTHE EP ESENTATIVE DATE
.....-[)~i,.
PA 17070
ADDRESS
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. 99116 (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. 99116 (a) (1.1) (ii)].
The statute 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 applicable 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 0% [72 P.S. 99116(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. 99116(1.2) [72 P.S. 99116(a)(1 )].
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. 99116(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-1503 EX + (6-98)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Horst. Robert. J
FILE NUMBER
21 03
1007
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
382.995 shares LPL-Artisan Mid Cap Fund @ $24.76 each
VALUE AT DATE
OF DEATH
9,482.95
2
224.593 shares LPL-Clipper Fund Inc. @ $84.48 each
18,973.61
3
31 shares LPL-Equinix Inc New @ $18.20 each
564.20
4
325.733 shares LPL-FMI Focus Fund @ $31.80 each
10,358.30
5
115.09 shares LPL-Rydex Ser Fds Dynamic Tempest 500 Fd CI C @ $58.22 each
6,700.53
6
145.582 shares LPL-Vanguard Specialized Port Health Care Fund @ $111.32 each
16,206.18
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
62,285.77
REV-15G8 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Horst. Robert. J
FILE NUMBER
21 03
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.
1007
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
47,080.25
LPL Money Fund MMP
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
47,080.25
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Horst. Robert. J
FilE NUMBER
21
03
1007
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Parthemore Funeral Home-funeral expenses 9,249.28
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees David H. Stone 750.00
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 Register of Wills, Cumberland County 284.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Reserve for closing expenses 100.00
TOTAL (Also enter on line 9, Recapitulation) $ 10,383.28
(If more space is needed, insert additional sheets of the same size)
RE~_1513EX+(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Horst Robert J
SCHEDULE J
BENEFICIARIES
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 [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 Kathryn J Horst Spousal 98,982.74
534 Old Plantation Road
Jekyll Island GA 31527-
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
FILE NUMBER
21 03
1007
(If more space is needed, insert additional sheets of the same size)
ep\willa\horat.rj\8_94
This is a copy of your wil'.
The original is in the safe deposit box
g{ SfQne, Lafaver & Stone, Attorneys.
LAST WILL AND TESTAMENT
OF
ROBERT J. HORST
I, ROBERT J. HORST, of the Borough of New Cumberland, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I: I direct that my Executrix hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, KATHRYN J. HORST, provided she
survives me by sixty (60) days.
\ ITEM III: Should my wife, KATHRYN J. HORST, fail to survive me by
~
;.. sixty (60) days, I bequeath all of my furniture and household equip-
~_ ment to such of my children as survive me to be divided equally among
~ them or in such manner as they may agree.
-:'~
"1: ITEM ry: Should my t-life t ICltTHRYN J. HORST; fail. to survive me by
~~
sixty (60) days, and should my gross estate exceed $250,000.00, I make
the following bequests:
A. $500.00 to the New Cumberland Public Library.
B. $500.00 to the Penn-Cumberland Garden Club to be used
for the purchase and planting of a tree or trees on the grounds of the
New Cumberland Public Library.
Page 1 of 8
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C. $500.00 to my friend, ROBERT SHULL.
D. $500.00 to my daughter-in-law, PATRICIA ELLIOTT HORST,
whether or not still married to my son.
E. $500.00 to any other former first wife (other than
PATRICIA ELLIOTT HORST) of a son of mine who is now divorced from a
son of mine.
F.
survives me.
G.
me.
H.
survives me.
I.
$100.00 to my wife's sister, PHYLLIS PROBST, if she
$100.00 to my wife's aunt, ELSIE SHOOK, if she survives
$100.00 to my wife's aunt, MARGARET RITTER, if she
$100.00 to TIMOTHY HOFFMAN and GLORIA HOFFMAN, or to the
survivor of them, provided one or both of them are living at the time
of my death.
J. $100.00 to RICHARD FRANTZ and JEAN FRANTZ, or to the
survivor of them, provided one or both of them are living at the time
of my death.
K. S100.00 to HARRY JOHNSON and MARJORIE JOHNSON, or to the
survivor of them, provided one or both of them are living at the time
of my death.
L. $100.00 to BARRY STARNER and MARJORIE STARNER, or to the
survivor of them, provided one or both of them are living at the time
of my death.
M. $100.00 to HOWARD LEE, provided he survives me.
I
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Page 2 of 8
ITEM V: Should my wife, KATHRYN J. HORST, fail to survive me by
sixty (60) days, I devise and bequeath the residue of my estate as
follows:
A. 16% to my son, BYRON W. HORST, or if he is not living,
then his share shall be divided one half to his surviving spouse and
one half to his issue, per stirpes.
B. 16% to my son, ETHAN C. HORST, or if he is not living,
then his share shall be divided one half to his surviving spouse and
one half to his issue, per stirpes.
C. 16% to my son, LYNN R. HORST, or if he is not living, to
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his issue, per stirpes.
~
D. 16% to my son, ERIC A. HORST, or if he is not living,
then his share shall be divided one half to his surviving spouse and
one half to his issue, per stirpes.
~
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E. 2% to each grandchild of mine or to his or her issue,
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per stirpes.
F. 2% to the MOUNT ZION LUTHERAN CHURCH of Fairview Town-
ship, York County, Pennsylvania, for the installation of a stained
glass window or windows, unless this has been installed and paid for
by me prior to my death, in which case this bequest shall abate.
G. 1% to the MOUNT ZION LUTHERAN CHURCH of Fairview Town-
ship, York County, Pennsylvania, to be expended for a community
project or projects at the sole discretion of the then Pastor of said
church.
Page 3 of 8
: I
H. 2% to the MENNONITE CENTRAL COMMITTEE of Akron,
Pennsylvania.
I. 2% to LUTHERAN WORLD RELIEF of New York, New York.
J. 1% to the MOUNT ZION LUTHERAN CHURCH of Fairview Town-
ship, York County, Pennsylvania.
K. 2% to the INTERNATIONAL BIBLE SOCIETY of Colorado
Springs, Colorado.
L. 1% to MAP International of Brunswick, Georgia.
M. 1% to the LUTHERAN CAMPING CORP., of Arentsville,
~ Pennsylvania.
~ N. 1% to MUHLENBERG COLLEGE of Allentown, Pennsylvania.
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O. 1% to the LUTHERAN SEMINARY of Gettysburg, Pennsylvania.
P. All the rest, residue and remainder shall be distributed
to such christian church or churches as my then living sons shall
designate, each son to designate an equal portion of this remainder.
ITEM VI: Should any issue of a child of mine receive a share of
my estate by reason of the death of his or her father pursuant to
Items V.A. through D., such share shall be held by-the Co-Trustees
hereinafter named IN TRUST for the following uses and purposes:
A. To expend and apply so much of the income together with
so much of the principal thereof as Trustee shall consider advisable
for the education (including college education, both graduate and
undergraduate) of such child after taking into consideration his or
her other readily available assets and sources of income, or during
Page 4 of 8
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illness or emergency, shall be either paid to him or her or else be
applied directly for his or her benefit by the Trustee.
B. Upon the, child reaching the age of twenty-one (21) years
one half of the then remaining principal and accumulated and undis-
tributed income shall be paid to him or her. Upon the child reaching
the age of thirty-one (31) years the entire remaining balance of
principal and accumulated and undistributed income shall be paid to
him or her.
C. Should the child die before receiving the entire balance
of the trust, the trust shall terminate and the then remaining princi-
pal and any accumulated and undistributed income shall be paid to his
or her issue, per stirpes, or in default thereof, shall be paid to the
issue of his or her father, per stirpes.
ITEM VII: It is my earnest wish and desire that all crafts and
paintings done by Paul R. Wieand or by Kathryn J. Horst and all family
antiques remain in the family.
ITEM VIII: I appoint the father or living parent of any minor
guardian of the estates of any minor beneficiaries named herein.
ITEM IX: 'r appoint BYRON W. HORST, ETHAN C. HORST, LYNN R. HORST
and ERIC A. HORST or the survivors of them Co-Trustees of any trust
created herein.
ITEM X: I appoint my wife, KATHRYN J. HORST, Executrix of this
my last will. Should my wife, KATHRYN J. HORST, fail to qualify or
cease to act as Executrix, I appoint my son, LYNN R. HORST,
Executor of this my last will.
Page 5 of 8
ITEM XI: It is my wish and desire that my son, LYNN R. HORST,
accept a commission of no more than 2% of my gross estate in compensa-
tion for his services as Executor of my estate.
ITEM XII: No fiduciary acting hereunder shall be required to
post bond or enter security for the faithful performance of his/her
duties in any jurisdiction.
IN WITNESS WHEREOF, I, ROBERT J. HORST, have hereunto set my hand
and seal this ';LLf-"7f:e,day of ~;t , 1994.
o
GL~J- ~. ~1--
ROBERT J/i HORST
SIGNED, SEALED, PUBLISHED and DECLARED by ROBERT J. HORST, the
Testator above named, as and for his Last Will and Testament, and 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.
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Address
( Witness
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Page 6 of 8
~ II
COMMONWEALTH OF PENNSYLVANIA:
:SS:
COUNTY OF CUMBERLAND
I, ROBERT J. HORST, the Testator whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
~r ~ f)~+--
ROBERT J(1 HORST
Sworn to or affirmed to and acknowledged before me by ROBERT J.
HORST, the Testator, this d:lLfi:J, day of ~JVA;t- , 1994.
~-/>fK~'
Notary Public
NOTARIAL SEAL
CONSiANCE L. KARLI. NOTARY PUBLIC
NEW Clli.\BERLANO. PA CU;.,BERLAND co.
~,y COi,~r~ISSIm~ EXPIRES APRIL 13. 1995
COMMONWEALTH OF PENNSYLVANIA
:5S:
COUNTY Or\ERLAND I
we~61~~fr/STrM
.
.
and ~u V~LU4_
t/ ~I
signed to the attached or foregoing
,
the witnesses whose names are
instrument, being duly qualified according to law, depose and say that
Page 7 of 8
we were present and saw Testator sign and execute the instrument as
his last will; that Testator signed willingly and that he executed it
as his free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testator signed the will as
witnesses; that to the best of our knowledge, the Testator was at that
time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
'#I~
. ~,~ ,I (t~
w~tness-.J
~ Sworn to or affirmed to
~Yl '=1:# ~ae,~
w~tnesses, this ,;).4 fir day of
and acknowledged before me by
and i~~-,d-, II ~
C~'_4/t- , 1994.
~ ~;-;&,~~ oX ~.(L
Notary Public
,
NOT.A.RIAL SEAL
COlJSTANCE L. KA?~I, ;iOTARY ?!.!SLIC
NEW CL':.~gERlk~m, PA !}J: ;~::RL!:.Ju co.
MY CO;\l~1!SSION EX?L~~S APRIL 13, 1995
Page 8 of 8
LPL Account Assets
Page 1 of 1
Account~
Account" Class:
SSNlTax 10: .
Rep:
Home Phone:
Business Phone:
Open N<>tlflCatlons: ... NOne
4058.;. 1 091 ...
Brokerage. .:: Non'::retirement
180-20-5157
(GB3A) EDWARD G()RMlEY
(717)796~ . .. .
Account Registration:
RQBERT J HORST.. . . . .
4916 WOQOBOX LANE. .
MECHANIC~BURGPI\ 17055~4810
. ToteiJ LPLAccount Value: 109.
~ash+Money Market: 47.
Funds Available: 47.
Accrued MMDlvidend: ... . .
TOta' LPL Securities::.. .'. . . :62.
Total Outside Investments:. ....
YTO ReaUzedGtL; .... . . . .. .. . ... -11.
: Previous Yr. Realized. GlL:' ...: .. -1.
Totai LPLA~count Value: .109,366;19
Cash. ~d Equivalent Pet; .. ...43.05%
. Cash Account (~.,) . . . .
CCishBal.l1c.e:'.. .. . ... ................... .O.ooCft
Money Milrket: 47,080.25:...
AccrUed DIVidend: . . : : CM7 .. .
Funds Available: 47 ,086~2S. ..
., . -. '.. .
. TotaII.P~Acc.ount.Value. IncludIng Outside.Jnvestments: .
. . -, ""
. '" - '. .
...".. '.., -...",". . -'".
. , . - . . .. '.
~~.'~L~~_. .
MONEY FUND MMP .
ABIMX ARTISAN MIOCAP.FO.
De Set I 'llof!
.. . ..,.
.... -. . ............. . .
~~r.I~ij.f
. CElMX
EQiX.
.EMlOX
CLIPPER FUND INC
.. " ....
. . .. . .. . .. .. .. .. . .. ..., .
....... '., -. ... '.
. ,. .,..
.. . .. .. -... ..... -..
224.5930 84.4800 18,973.61
1004450
........... ... -. ...
. . . . '. ..
.~'~~.~1. .__
43~0~~cc;
~1.54:. :1t7%.....
. - .. ....
. - ,. . .
. .' '.' 382:9950 ..... '24):600:::.
20,044 50
::....P
-1.070.88 17.3%
. EQUI'NtXINb NEW.
FMI FOCUS FUND
. 31..0000
325.7330'
1.8~2obO.. .::'< ...h564.:20:
31.8000 10.358.30
D
.7,04$ .~ ... ..... .~.484.19.
1004450 313.81
0.:5%...: .
9.5%
. ... . -- ,.. ... ...... --... . ....... --......".... .
. RY.C.BX.. . .....< RYOEX SER FDSDYNAMIC:'. . . ..: t1~.09g058.2200 ..:..: .'~.700;~3
:)~~MPESr:~I=OC~C"h .... ...... .. . .
VANGUARD SPECIALIZED 145.5820' 111.3200:.
PORT HEALTH CARE FUND
'" . - '. .. . ...
. -. .. .. -. ... -. ..
10;CJ74~ .:. ...-3i314~4? ':6.1%: ....
D
~
20,04450
-3.838.31 14.8%
. .. .... ..-......
, .... . .. -. . . . .
L;;-..i:::.~.j: ~,.::.t~Li ,.hi ..~:,,=,!-i;
. .... . -. . .. . -.
.... . , ....... - ..... . .
....... . . .... . ,...... .
. . . -. . - .
. . - '" '"
....... .... .. . .
. . . '. . .
. . . . - .
:i; ;:: ~::i. :~~~....,,!:::~_:~ ~:~:~:: :::
'. -. ,. .. .
,.... -.. . ... '. ..... -.. . .
................... . ..~
. ..,{j........... 7 Llby
vJV ..
v
httDs://branchweb.Iol.com/ab/LPLAssets.asn?Jnlacct=405R 1 091&rp.nirf=&T .or.=T .PT .Rrr.lo~p
~ /'/ZfJ
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11/l/?OOl
Kathryn J. Horst '. 'k~('" J' ~<
534 Old Plantation Rd., Jekvll Island, GA
Dated ~?-) ~ \t
6
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
...
INVENTORY
Estate of Robert J Horst
No.21
03
1007
also known as
Date of Death 11/2/2003
Social Security No. 180-20-5157
, Deceased
Kll..'4v'j(\ T fur5.t
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: David H. Stone
1.0. No.: 39785
Address: 414 Bridge Street
New Cumberland
PA 17070-
Telephone: (717) 774-7435
Description
LPL Money Fund MMP Accl. #4058-1091
Value
47,080.25
382.995 shares LPL-Artisan Mid Cap Fund @ $24.76 each
9,482.95
224.593 shares LPL-Clipper Fund Inc. @ $84.48 each
1 ~~$73.61
31 shares LPL-Equinix Inc New @ $18.20 each
.. "564.20 u
c:\
:"" .:-'~"
325.733 shares LPL-FMI Focus Fund @ $31.80 each
,; 16;-358.30
'.,:)
115.09 shares LPL-Rydex Ser Fds Dynamic Tempest 500 Fd CI C @ $58. 2 each
r.,,)
(.....:>
6,700.53
Total
109,366.02
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
Continuation of Inventory
K~bert J Horst
21
03
1007
Paqe 1
Description of Inventory
Description
145.582 shares LPL-Vanguard Specialized Port Health Care Fund @ $11 .32 each
Value
16206.18
Subtotal
$
16,206.18
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert J. Horst
Date of Death: November 2, 2003
Will No.
21-03-1007
To the Register:
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.
Yes ~
State whether administration of the estate is complete:
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 X
(b) The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes-1~ No
(d)
approvals
the Clerk
report.
Copies of receipts, releases, joinders and
of formal or informal accounts may be filed with
of the Orphans' Court and ma be attacbed to this
r--- ~---\ 1/
'7 -2 -: "",,,-,',- " "yJ(
, ,/ ,'"
Dav~ H. Sto/ ;.. SsCJu:i:Te
414 B1?lcrge'Street
New Cumberland, PA 17070
717-774-7435
Date:
'..0
u:
Capacity:
Personal Representative
X Counsel for Personal
Representative
'.
, .
(
'.
07-10-2006
HORST
11-02-2003
21 03-1007
CUMBERLAND
101
APPEAL DATE: 09-08-2006
( See reverse side "nder Objections)
Amount R..ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-Ex-A;p-ioi:osi-NOTICE-O;-INHERITANCE-TAx-APpiAISEMENT;-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT J FILE NO. 21 03-1007 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
p;:r. (,'Cf.I,E.-.n" n~. ~..'pF INHERITANCE TAX
1.':\;::v'14r~Ul.,~I,"ALLOWANCE OR DISALLOWANCE
';H~.i,; l.,,~ DEDU.CTIONS AND ASSESSHENT OF TAX
tL~ ".' '\... , _~,' -_.' .." ,_ .~,
ZOOS JUL 17 rd'lll: 38
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
C~ER~< (Jr:
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
PA 17070
ESTATE OF HORST
*'
REV-1547 EX AFP (06-05)
ROBERT
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHAN8ED
DATE 07-10-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
,
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks 8nd 8ancIs (Schedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
it. Hort~s/Notes Receivable (Schedule D)
S. Cesh/B8nk Deposits/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totel Assets
(1)
(2)
(3)
(it)
(S)
(6)
(7)
.00
62.285.77
.00
.00
47.080.25
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expen..s/AcIII. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgege Liabilities/Liens (Schedule I)
11. Totel Deductions ,
12. Net Velue of Tex Return
13. Charitable/Gover~t.l Bequest.; Non-elected 9113 Tru.ts
lit. Net Velue of E.t.te Subject to Tax
101383.28
(9)
lIO)
.00
(Schedule .J)
lI1)
(12)
(13)
lIit)
NOTE: To insure proper
credit to your eccountl
subIIi t the upper portion
of this for. with your
tex paYlNH\t.
1091366.02
]0.383 28
981982.74
.00
981982.74
NOTE: I~ an ass....ent was i..ued pr.viou.ly, lin.s 14, 15 and/Dr 16, 17, 18 and 19 will
r~l.ct ~igures that includ. the total o~ ALL return. a.....ed to dat..
ASSESSMENT OF TAX:
IS. Mount of Line lit .t Spousal r.te liS) 981982.74 X 00 = .00
16. AIIount of Line lit texable .t lineal/CIa.. A rate (16) .00 X 045 = .00
17. AlIOunt of Line lit at Sibling rate lI7J . 00 X 12 = . 00
18. AIIOunt of Line lit taxable at Coll.teral/Cla.. B rate lI8) .00 X 15 = .00
19. Principal Tax Due (19)z .00
DATE
INTEREST/PEN PAID (-)
AHOUNT PAID
NUHBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)