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HomeMy WebLinkAbout04-0532Estate of also known as Cumberland~ _ Register of Wills cT _ L. oun~y, PETITION FOR GRANT OF Pennsylvania LETTERS Ruth E. Hostler , Deceased S¢~,~1 S~ecu~ritJ¥'Nb. 199-05-8098 (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the exe~ut__ Decedent, dated March 19, 1985 and codicil(s) dated named in the Last Wile of the Executor Harold E. Hostler died August 27, 1989 C6aExecutor Goldie L. Key died January 23, 1996 Except as follows, Decedent did not marry,, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the folio'wing spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland residence at .5 _~Forest Avenue.. :East Pennsboro Townsh±p Decedent, then 83 years 0fage, died May 21 ,4920D~ Camp Hill Care Center East Pennsboro Twp., Decedent at death owned property with estimated values as follows: Cumberland Co. , Pa (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 ............................................... S 40 ! 000 . 00 Total .............................................................. $ Z~(') . 000. 00 Real Estate situated as follows: 5 Forest Avenue: East Pennsboro Twp. , Cumberland Co. Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and [he grant of letters in the appropriate form to the undersigned: County, Pennsylvania, with his/her last family or pnnc~pat Typed or printed name and residence Harold R. Hostler 990 Bremer Road Dover PA 17315 OU--7 Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to I~w. before me this /~ -~'~ day of DECREE OF REGISTER Estate of Ruth ]3. Hostler Deceased No. also known as Social Security No: 199-05-8098 Date of Death: Nay 21, 2004 AND NOW, ~L~ld F~ /~ ,~)~-- , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, ITIS DECREED that Letters ~ Testamentary ~ of Administration are hereby granted to ~a~o~ ~, BostZe~ in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s) .......... $ Rer~uhciation .................. $ Affidavit ( ) ................. $ Extra Pages (Z~) ............ $ Codicil .......................... $ JCP Fee ........................ $ Inventory & Tax Forms... $ Other ............................ $ TOTAL ................ 12.00 tO.OD $ q5.00 ~ecn~sc, ~sqQYr~---T-- Attorney~ AddresS: 568 Old York Road Etters PA 1 731 9 Telephone: 717 938-3396 DATE FILED: P~/-7a his is to certify that the information here given is correctly copied/'rom an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10328694 .c, ~,No. ~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Ruth ~. Hostler ,.FemaleI*" 199 ~ 05 --8098~,. ~ay 21, 2006 83 v~. I,. 1/31/1921 ~. Cumberland ~ast Pennsboro Twp ~ CampHill Care Center 1~ .... ~, ...... · ,~. ~ite (G,ve ~ ~k ~ ~ ~ Vans U S ARMED F~ES? I ~TAL STATUS - Mar*~ SURVtV~ S~ ,,.. Waitress Restaurant -~. z ~a. ~ ,. Widowed ~. ~CE~NT'S MNL~ AD--SS {m,~. COE~n. ~. l~ C~ &CE~NT'S Pa 5 Forest Ave ~TU*t ~,.a,~,. ~ ,~.~.~ ~ast Pennsboro Marysville, PA 17053 ~s.~,~,~ ~*~'~ ,m.~ Cumberland ~,*,~.~ .~mm~.~m.~ Cloyd Carvell Loretta Fo}krode Harold R. Hostler 990 Bremer Rd. Dover PA 17315 ~1 ~ Cr~l~ ~ ~v~ fr~ ~ale ~ DATE ~ OlS~SIT~ ~ =~ ~=~a. Hay 26, 200~ Did Church[t[ Cemece=y I=~=-Y°~: goya[ PA 17082 NATURE~FUNE~L ~RV~ICENSEE OR PER~ACTI~AS ~H LICENSE NUMAR 22eRich ard son F.H. 29 S. Enola Dr. Enola, PA 17025  H~S 24-26 m~ ~ C~W.~i~ by rIME OF OE~ - - -- IOATE P~NCED O ~ ~M~,&. bay. Ye~) ~S CASE REFERRED ~ MESCAL EXAMINE~R7 C~PL~N ~ ~U~ ~ Hom<~ " "- ,-. / I-.// LAST WILL AND TESTAMENT OF RUTH E. HOSTLER i, RUTH E. HOSTLER, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking and making void all Wills or writings in the nature thereof by me at any time heretofore said. FIRST: I direct that the expenses of my last illness and my funeral shall be paid from my estate as a cost of administration. SECOND: All my household goods, my automobile, and all tangible personal possessions, together with all policies of insurance relating thereto, I give to my husband, HAROLD E. HOSTLER. THIRD: I give, appoint, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, including all property over which ! shall then have any powers of appointment, to my husband, HAROLD E. HOSTLER. FOURTH: if my husband, HAROLD E. HOSTLER, shall not survive me by sixty (60) days, then ! give, devise and bequeath all the rest residue and remainder of my es,tare, real, personal and mixed to be divided equally oEI as nearly so as fs possible to my son, HAROLD R. HOSTLER and my daughter, GOLDIE L. KEY, per stirpes. FIFTH: Any eligible beneficiary may purchase any asset of my estate at market value or at any value agreed upon by the other eligible beneficiaries. My Co-Executors may liquidate my estate to make distribution. SIXTH: In addition to the powers granted by Law, my Executors shall have the Following powers, exercisable without leave of court and shall continue until final distribution is made: (a) To retain any property pending distribution hereunder and to invest in or purchase any property, real, or personal, without restriction to legal investments for fiduciaries: (b) To sell at public or private sale, exchange or lease for any period of time, any real or personal property, and to give options for sales or leases: (c) To borrow money and to mortgage or pledge any real or personal property; and, to continue any present mortgage on my real estate: (d) To register property in the name of a nominee or to hold property unregistered: (e) To compromise claims without approval of beneficiaries: (F) To distribute in kind or in cash, or partly in kind and partly in cash: -2- SEVENTH: I nominate, constitute and appoint my husband, HAROLD E. HOSTLER as Executor o¢ this Last Will and Testament. In the event that he predeceases me, resigns, renounces, fails to qualify or ceases to act for any reason, I appoint my son, HAROLD and my daughter, GOLDIE, as Co-Executors in his place and stead. I direct that my Co-Executors shall serve without bondl but, if a bond is nevertheless required by any law, statute, or rule of Court, ! direct that no sureties be required thereon. IN WITNESS WHEREOF, I have hereunto set my hand and seal; l' · L .. (seal) Ruth E. Hostler Signed, Sealed, Published and Declared by RUTH E. HOSTLER, the Testatatrix above named, as and for her Last Will and Testament, fn the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as WITNESSES: of of AF:KNOWt, FDGMENT Commonwealth of Pennsylvania County of Cumberland I, Ruth E. Host 1 er, restart i x, whose name i s signed to the attached or foregoing instrument, having been duly qual ified according to law, do hereby acknowledge that ! signed and executed the instrument as my Last Wil I; that I signed it. wi 1 1 ingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Ruth E. Hostler Sworn or affirmed to and acknowledged before me, by Ruth E. Host I er, the testatr ix, thi s . day '?ZL__ .... !985. Notar~/Publ i c -4- AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland the witnesses whose names ace signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her Last Will; that Ruth E. Hostler signed willingly and that Ruth E. Hostler executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of tt'le testatrix signed the will as witnesses; and that to the best of our knowledge the testatrix was at that time eighteen (18) or more years of age. of sound mind and under no constraint or undue influence. bed to me Sworn or affirmed to and subscri before Notar~ Pub'l i c TILLY C. KOLUS, NOTARY PUBLIC Witness -5- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Ruth E. Hostler Date of Death: May 21, 2004 Will No. 21-04-0532 Administration No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on June 11, 2004. Name Address Harold R. Hostler Crystal Jones Jimmie Key Denise Book 990 Bremer Road, Dover, PA 17315 53 S. 47th Street, Harrisburg PA 17111 341 Shady Lane, Hummelstown PA 17036 Box 58, Grantville PA 17028 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No Exceptions Date: June 11, 2004 ~O.~~c~' st, Esquire 568 Old York Road Etters PA 17319 (717) 938-3396 Supreme Court ID #15609 Capacity: _ Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA iNHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD O04372 SECHRIST JOEL O 568 OLD YORK ROAD ETTERS, PA 17319 ....... fold ESTATE INFORMATION: SSN: 199-05-8098 FILE NUMBER: 2104-0532 DECEDENT NAME: HOSTLER RUTH E 3ATE OF PAYMENT: 09/13/2004 ~OSTMARK DATE: 09/10/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/21/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,632.97 TOTAL AMOUNT PAID: $1,632.97 REMARKS: SEAL CHECK# 502 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG, PA 17128-0601 HAROLD R HOSTLER C/O J 0 SECHRIST ESQ 568 OLD YORK RD ETTERS PA 17519 CONMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHERITAHCE TAX APPRAISEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZOHS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACH REV-1;¢i7 EX AFP (09-~¢i) 11-15-200q HOSTLER RUTH E 05-Zl-ZOOq 21 0~-0552 CUMBERLAND 101 Amount RemAtted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-15&7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOSTLER RUTH E FILE NO. 21 0~-0552 ACN 101 DATE 11-15-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATTON CONCERNTNG FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Nortgeges/Notes Receivable (Schedule D) (q) E. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Hortgege Liabilities/Liens (Schedule I) (10) 11. Tote1 Deductions 12. Nat Value of Tax Return ~1~900.00 .00 .00 .O0 500.00 Zzlqg.11 .00 (8) $,96~.15 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. 15. 1~. NOTE: fiq,5q9.11 q,296.71 (11) 8.2&O .86 (12) 36,288.25 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Nat Value of Estate Subject to Tax (lq) If an assessment was issued previously, lines 1~, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rata (15) 16. Amount of Line lq taxable at Lineal/Class A rata (16) 17. Amount of Line 1~ at Sibling rata (17) 18. Amount of Line 1~ taxable at Collateral/Class B rata (18) 19. Princil~al Tax Due ": :'} DISCOUNT (+) INTEREST/PEN PAID (-) .O0 RECEIPT NUNBER .00 $6,288.25 18 and 19 will · O0 x O0 = . O0 36,288.25 x Oq5= 1,632.97 · 00 x 12 = .00 · O0 x 15 = . O0 (19)= 1,632.97 TAX CREDITS: PAYMENT DATE 09-10-ZOOq CDOOq$72 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. AHOUNT PAID 1,652.97 TOTAL TAX CREDIT / 1,632.97 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADH/N- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ cf 2000. (TI P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of HilIs printed on the reverse side. --Hake check or money order payable to: REGISTER OF #ILLS, AGENT A refund of a tax credit, which Nas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISiS). Applications are available online at wwe.revenue.state.pa.us, any Register of Hills or Revenue District Office, or from the Department's Z4-hour answering service for forms orders: 1-800-S6Z-ZOSO; services for taxpayers with special hearing and/or speaking needs: 1-800-447-$020 (TT only). Any party in interest not satisfied with the appraisment, allowance or disallowance of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing Dna of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to ba valid, you must receive a confirmation number and processed date free the Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZBiOZ1, Harrisburg, PA iT1ZB-IOZ1. Petitions may not be foxed. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1SO1) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedant's death, a five percent (BI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and intmrest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. 1983 1984 1985 1986 1987 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January I, I98Z bear interest at the rate of six (BI) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2004 are: Interest Daily Interest Daily Interest Daily Rate Factor Year Rate Factor Year Rate Factor ZOX .000548 ~'~'~-1991 III .000301 ~ 9Z .000Z47 Z6Z .000438 199Z 92 .000247 ZOOZ 6Z .000164 llZ ,000301 1993-1994 72 .O0019Z 2003 52 .000137 13Z .000~S6 1996-1998 9Z .000247 ZOO4 4Z .O001lO IOZ .000Z74 1999 7Z .O00lgZ iOZ .000Z74 ZOO0 72 .O0019Z X NUNBER OF DAYS DELINI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. RCV-lS~ F_.X ,.-po Z z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 Rev-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFiCiAL USE O;~[ Y 05'2i,2004 ; 101~31,1921 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) FILE NUMBER 21 04 0532 County Code Year Number DECEDENT'S NAME (LAST, 'FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER HoSUer, Ruth E] , 199~05-8098 ii DATE OF DEATH (MM'DB-yEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 2. Supplemental Retum ~ ~ 3. Remainder Retum (date of death p d or t0 12' H 4a. Future Interest Compdse (date of death affe~ 12-12-82) U5. Federal Estate Tax Return Required  7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes U 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A) X 1. Original Retum iiLimited Estate Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received ~ISSEC~ONMUS~BECOMPLt:!~'u; ;A~ CORRESpONDENCE AND CONFIDEN~LTAX!NFORMA~IONS~DBE:DIRECTEDTo~; ;: :. NAME ICOMPLETE MAILING ADDRESS Harold R. Hosuer ; : lc/° Joe! O: sechrist, ESqUire FIRM NAME (If APplicable) 1568 Old YOrk Road ; TELEPHONE NUMBER :lEtter* PA 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) 6~ JoinUy Owned Property (Schedule F) (6) ~ Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities & Liens (Schequle I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Govemmental Bequests/Sec 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) $41,[t0J)~10~i OFFICIAL USE ONLY :~0:00i .!'" , . ;,': : $0.00 i C..':, ' $0.001 .~ SSOO.oo ~ $2,140.11 ! $0.00 i (8) $3,964.15 $4,296.71 (11) (12) (13) $44,549.11 $8260.86 $36,288.25 $0.00 (14) $36,288.25 rate, or transfers under Sec. 9116 (aX1.2) 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 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax x (15) $36,288.25 x ~045 (16) x .12 (17) x .15 (18) (19) 2o. $0.00 $1,632.97 $0.00 $0.oo $1,632.97 Deced6nt% Complete Address: ISTREET ADDRESS 5 Forest Avenue C~TY MarYsville ISTATE ]PA 17053 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) 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 If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. $1,632.97 $0,00 $0.oo $1,632.97 (3) (4) (5) (5B) $1,632.97 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: a. retain the use or income of the property transferred; b. retain the dght to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer properly within on year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? Yes No 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 knowledge and belief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge. DATE DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. §9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1 ~2) [72 P.S. §9116(a) (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. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. LAST WILL AND TESTAMENT Of RUTH E. MOSTLER I, RUTH E. HOSTLER, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking and making void all Wills or writings in the nature thereof by me at any time heretofore said. FIRST: I direct that the expenses of my last illness and my funeral shat/ be paid from my estate as a cost of administration. SECOND: All my household goods, my automobile, and all tangible personal possessions, together with alt policies of insurance relating thereto, I give to my husband, HAROLD E. HOSTLER. THIRD: I give, appoint, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, including all property over which i shall then have any powers of appointment, to my husband, HAROLD E. HOSTLER. FOURTH: If my husband, HAROLD E. HOSTLER, shall not survive me by sixty (60) days, then I give, devise and bequeath all the rest residue and remainder of my estate, real, personal and mixed to be divided equally or as nearly so as is possible to my son, HAROLD R. HOSTLER and my daughter, GOLDIE L. KEY, per stirpes. FIFTH: Any eligible beneficiary may purchase any asset oF my estate at market value or at any value agreed upon by 'the ortner eligible beneficiaries. My Co-Executors may liquidate my estate to make distribution. SIXTH: in addition to the powers granted by Law, my Executors shall have the following powers, exercisable without leave of court and shall continue until Final distribution is made: (al To retain any property pending distribution hereunder and to invest in or purchase any property, real, or personal, without restriction to legal investments For fiduciaries: (b) To sell at public or private sale, exchange or ]ease For any period of time, any real or persona] property, and to give options for sales or leases: (c) To borrow money and to mortgage or pledge any real or personal property; and, to continue any present mortgage on my rea] estate: (d) To register property in the name of a nominee or to hold property unregistered: (el To compromise claims without approval of beneficiaries: (fl To distribute in kind or in cash, or partly in kind and partly in cash: -2- SEVENTH: I nominate, constitute and appoint my husband, HAROLD E. HOSTLER as Executor of this Last Wii] and Testament. tn the event that he predeceases me, resigns, renounces, fails to qualify or ceases to act for any reason, [ appoint my son, HAROLD and my daughter, GOLDIE, as Co-Executors in his place and stead. I direct that my Co-Executors shall serve without bond; but, if a bond is nevertheless required by any law, statute, or rule of Court, I direct that no sureties be required thereon. tN WITNESS WHEREOF, t have hereunto set my hand and sea t; .. Dated: ~ '? ,i',,,,< ~ ~ .., ~. ~ ~,~/~r-6 ( Sea 1 ) Ruth E. Hostler Signed, Sealed, Published and Declared by RUTH E. HOSTLER, the Testatatrix above named, as and For her Last Will and Testament, in the presence oF us, who at her request, in her presence and in the presence of each other', have hereunto subscribed our names as WITNESSES: of of A .,F~xt©Wt_~ DGMENT Cornrnor~weaitiq of Pennsvlvania Count_y of' Cumber tand i? Ru'~h E. Hostler. testatrix, whose name sf@ned to the attached or f-o]~egofng fnstrument, having Oeen duly qual ~ffed according to ]a~, do hereby acknowledge that i s~gned and executed the instrument as my Last ~'i 1 I; that I signed it w'i I ] 'ing]y; and that s~gned it as my free and vo'funtacy act for the purposes thereir~ expressed. . c~ /:.' ~,~7. Ruth E. Hostler Sworn or' affirmed t.o and acknowledged before me: by Ruth E. Hostler, the ~est. atrix? ri~is day -4- AFFIDAVIT Commonweai%h of PenrisyivaFiia County of Cumberlanct the witnesses whose names are sigr, eG to the attac~eo foregoing ins'lsr'ument, being du'i'y Gual ifieG according to i aw. Go Ge~ose anm say that we were present and saw testat, rix sign and execuse t~,e inst. rument as her Last ~i 'I]; that ~uth E. Hostler signed wi I I ing'ty and that ~u-th E. Host'ler executem as net Free and vo'iuntary act for the purposes t. herein expressed; tha~ each the hearing and sight of the testatrix signed the ~ii t as witnessesl and that to the ~est of our knowledge the testatrix ~as at that Cime eighteen (i8) or more veans age. o~ sound mind and under no constraint or undue i nF 1 uence. S~orn or af¥irrned ~o and subscriiaecl to Oe1~ore me Wit. ness Witness -5- REV-1502.EX.~ (1-97) (I)' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Hostleri Ruth E, FILE NUMBER 21-0~532 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Property located in East Pennsboro Townshi0, Cumberland County, and known and numbered as 5 Forest Ave Marysville PA - as sold TOTAL (Also enter on line 1, Recapitulation (If more space is needed, insert additional sheets of the same size) VALUE AT DATE Of DEATH $41,900.00 $41,900.00 REV-1508 EX.+ (1-97X1), COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Hostler, Ruth E. FILE NUMBER 21-04-0532 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. DESCRIPTION ITEM NUMBER 1. Personal Property TOTAL (Also enter on line 5, Recapitulationl VALUE AT DATE OF DEATH $500.00 $500.00 (If more space is needed, insert additional sheets of the same size) ~EV~1509 EX · (1-97)(1,) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Hostler, Ruth E. FILE NUMBER 21-04-0532 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT SURVIVING JOINT TENANT(S) NAME A. HaroLd R. Hostler JOINTLY-OWNED PROPERTY: Road, Dover PA 17315 ITEM L~- i ~ ~-~(DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH NUMBERi FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 2/1/1970 PNC Checking Account $4 298.22 50.0% $2,149.11 TOTAL (Also enter on line 6, Recapitulation $2,149.11 (If more space ~s needed, insert additional sheets of the same size) , REV-1511 EY~ + (1-97XI,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Hostler, Ruth E. FILE NUMBER 21-04-0532 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 7. 8. 9. FUNERAL EXPENSES: Richardson Funeral Home Pastor Bob Klinger Stop 35 Restaurant - Funeral Meal ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal P, epresentative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees Register of Wills - File Return Register of Wills - Additional Probate Fee Clerk of Orphans' Court - Release $1,400.00 $100.00 $220.15 $2,120.00 $95.00 $15.00 $10.00 $4.00 TOTAL (Also enter on line 9, Recapitulation) $3,964.15 (If more space is needed, insert additional sheets of the same size) · REV-1512 EZ + (1-97X1), COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES~ & LIENS ESTATE OF Hostler, Ruth E. FILE NUMBER 21-04-0532 Include unreimbursed medical expenses· DESCRIPTION ITEM NUMBER 1. 2. 3. 4. 5. 6. 7, Eshenaur Fuels, Inc. Suburban Propane PPL Electric Beverly Healthcare Steven Jones - mowing grass Alicia D. Stine, Treasurer - Taxes Settlement costs on sate of house TOTAL (Also enter on line 10, Recapitulationl (If more space is needed, insert additional sheets of the same size) AMOUNT $28.41 $67.51 $78.65 $10.60 $200.00 $971.54 $2,940.00 $4,296.71 oREV-151,3 ~ + (9,-0~)) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Hostler, Ruth E. FILE NUMBER 21-04-0532 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Harold R. Hostler 990 Bremer Road Dover PA 17315 The children of Goldie L. Key who died January 23, 1996, assigned the r nterests in the estate to Harold R. Hostler son RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET Residue NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE AND GOVERNMENTAL DISTRIBUTIONS B. cHARITABLE TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $o.oo A. B. TYPE OF LOAN: 1.~--~FHA 2.[~FmHA 3. [-]CONV. UNINS. 4. ~--]VA 5. E~CONV. INS. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1 6. FILE NUMBER: 7. LOAN NUMBER: SETTLEMENT STATEMENT ~ A104-210S I 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual setflement costs, Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BUYER: LORETTA CLUGH 560 CARLISLE ROAD NEWVILLE, PA 17241 G. PROPERTY LOCATION: 5 FOREST AVENUE MARYSVILLE, PA 17053 CUMBERLAND County, Pennsylvania E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: ESTATE OF RUTH E. HOSTLER H, Se I I LEMENT AGENT: A-1 Abstract Associates, Inc. PLACE OF SE'I-rLEMENT 1800 Linglestown Rd, Ste 102 Harrisburg, PA 17110-3355 ACCUBANC MORTGAGE I. SETTLEMENT DATE: August 30, 2004 J. SUMMARY OF BUYER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BUYER: K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SELLER: ,101. Contract Sales Price 41,900.00 401. 102. Personal Proper~y 103. Settlement Char~les to Buyer (Line 1400) 104. Contract Sales Price 105. Adjustments For Items Paid By Sefler in advance 106. City/Town Taxes to 107. County Taxes to 108. School Tax to 109. 10. 111. 112. 120. GROSS AMOUNT DUE FROM BUYER 43,034.50 200. AMOUNTS PAID BY OR IN BEHALF OF BUYER: Taxes 407. County Taxes to 408. School Tax to 409. 410. 420. GROSS AMOUNT DUE TO SELLER 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 500.00 501. 202. Principal Amount of New Loan(s) 502. 203. Existing loan(s) taken subiect to 503. 204. 504. 205. 206. 207. 208. 209. Adjustments For Items Unpaid By Seller 210. City/Town Taxes to 211. County Taxes to 212. School Tax to 213. 214. 215. 216. 402. Personal Properly 403. 404. 405. ~ Paid By Seller in advance to 506. 508. 509. 217. 218. 219. 220. TOTAL PAID BY/FOR BUYER 300. CASH AT S~- 1TLEMENT FROM/TO BUYER: Excess Deposit (See Instructions) Settlement Charc~es to Seller (Line 1400/ Existing loan(s) taken subject to Payoff of first Mortgage i 41,900.00 301. Gross Amount Due From Buyer (Line 120) 302. Less Amount Paid By/For Buyer (Line 220) Mortgage )osit disb. as proceeds) Items Unpaid By Seller Taxes to Taxes to 512. School Tax to 2,940.00 513. 514. 515. 516. 517. 518. 519. 500.00 520. ( 43,034.50 601. 500.~ 602. 303. CASH ( X FROM) ( TO) BUYER 42,534.50 603. TOTAL REDUCTION AMOUNT DUE SELLER 2,940.00 600. CASH AT SE I I LEMENT TO/FROM SELLER: Gross Amount Due To Seller (Line 420) Less Reductions Due Seller (Line 520) I( The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this L~(D R ETTA CLUGH / Exhibit for CASH ( X TO) (FROM) SELLER 2,940.00~ statement & any attachments referred to herein. Seller ESTATE OF RUTH ~. HOSTL ,.E,Ct-?~. Page 2 L. SETTLEMENT CHARGES 700. TOTAL COMMISSION Based on Price $ @ % 2,514.00 P^~D FROM PAiD FROM Division of Commission (line 700) as Follows: 701. $ 1,257.00 to HOMES OF CENTRAL BUYER'S SELLER'S 732. $ 1,257.00 to APPROACH REALTY GROUP FUNDSAT FUNDSAT ,03. Commission Paid at Settlement SETTLEMENT SETTLEMENT '~"04. Transaction Fee to HOMES OF CENTRAL PA 125.00 2,514.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % to 802. Loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee to 806. Modgage Ins. App. Fee to 807. Assumption Fee to 808. 1809' 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From to @ $ /day ( days %) 902. Motivate Insurance Premium for months to 903. Hazard Insurance Premium for years to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance (~ $ per 1002. Mort~la~einsurance (i~ $ , per 1003. City/Town Taxes (~ $ per 1004. County Taxes (~ $ per 1005. School Tax @ $ per 1006. ~) $ per 1007. @ $ per 1008. Aggregate Adjustment (~ $ per 1100o TITLE CHARGES 1101. Settlement or Closing] Fee to . 1102. Abstract or Title Search to 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preparation to JOEL SEACRIST POC 1106. Notar~ Fees to LINDA H ZLATER 1107. Attorney's Fees to 5.00 5.0( ~includes above item numbers: 1108, Title Insurance to A-1 Abstract Associates~lnc. Polic~__. (includes above item numbers: 1109. Lender's Coverage $ 1110. Owner's Coverage $ 41,900.00 1111. Endorsements 100,300,8.1 A-1 Abstract Associates, Inc. -- 1112. Closing Protection Letter A-1 Abstract Associates, Inc. 1113. Overnight (Payoffs/Package) A-1 Abstract Associates, Inc. 1114. Tax Receipts to A-1 Abstract Associates Inc. 1115. ' ~~ 2.00 1116 .... 1117. ~_..____~ 1118 .... 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ ; Releases $ 38.50 1202. Cit /Count Tax/Stam s: Deed 419.0~e 1203. State TaxJStam_ps: Revenue Stamps 419.00; Mortgage 419.0(: 1204. 419.00 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to PENN PEST INC 1303. 40.00 1304 ..... 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of pac~e 2 of this two ~aoe ~t~te~n~nt J~ 1,134.50 2,940.00 A-1 Abstr,.,c[ A-Esoc'~es, Inc. Settlement Agent AUG-Ii-2004 2J:14 PNCBANK 412 ?6B ]458 P.01/01 PNCBAN< September 1,200~ Joel O. Sechrigt, Esquire 568 Old York Road Etters, PA 17319 Estate of Ruth E. Hostler, deceased SSN: 199-50-8098 DOD: 5/21/2004 Dear Mr. Sechrist: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140110984 RUTH E HOSTLER OR HAROLD R HOSTLER DOD balance: $4,298.22 (non-intev~st beating) Established 02/01 / 1970 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please eM1 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-F $00 first Ave. Pittsburgh PA 15219 Member FDIC Exhibit for Schedule TOTAL P.O1 1._'.._ C_)( LL..1 c.~_> . t: C_J STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ruth E. Hostler Date of Death: MAy 21, 2004 Will No. 21-04-0532 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. representative complete: If the answer is No, state when the personal reasonably believes that the administration will be 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: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. V- D~e: 0.J ('.J LL Joel O. Sechrist, Esquire Name (Please type or print) 568 Old York Road Etters FA 17319 Address CD II.:' C:::., c= C"-J c_ Q::: o ( 717) 938-3396 Tel. No. Capacity: Personal Representative x Counsel for personal representative vJ (MAH: rmf/AM3)