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HomeMy WebLinkAbout03-26-10 (2)STONE LAFAVEK &SHEKLETSKI ATTORNEYS AT LAW DAVID H. STONE GERALD J. SHEKLETSKI ELIZABETH B. STONE 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND, PA 17070 www.stonelaw net March 26, 2010 OF COUNSEL CHARLES H. STONE JON F. LaFAVER TELEPHONE (717) 774-7485 FACSIMILE (717) 774-3869 VIA HAND DELIVERY: Cumberland County Register of Wills and Clerk of Orphans' Court Room 102 1 Courthouse Square Carlisle, PA 17013 Re: Estate of James E. Hoffman Social Security No. 194-42-9028 Estate No. 21-09-1115 Greetings: Please find enclosed an original and one copy of the Inventory and Inheritance Tax Return in the above captioned estate. Please clock in the copy of the Inventory and send it back to our office with the receipts in the enclosed stamped addressed envelope. Also, enclosed are two checks, one in the amount of $30.00 for filing the return and inventory, and one in the amount of $1, 960.00 for payment of the Inheritance Tax. Please note that these documents are hand delivered to you on March 26, 2010. Thank you for your attention and assistance in this matter and should you have any questions, please call our office. Very truly yours, STONE LaFAVER & SHEKLETSKI ~.~ Gerald Shekletski GJS/jam ~ Enclosures -I-,-- _ --+J ~ E ~ i cc: Kate Hoffman, Executrix ~,_,,~._~'°'~ ~~~ _ :. -~ •-, r ~....t .~ ~'._) iC:,= ~ _ .•-> GJ - '-` r'~,1 C:b _~' c J 1505607121 REV-15 0 0 Ex cos-05, OFFI PA Department of Revenue CIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisbum, PA 17128-0601 RESIDENT DECEDENT 2 1 0 9 1 1 1, 5 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 9 4 4 2 9 0 2 8 1 1 1 9 2 0 0 9 1 2 0 3 1 9 5 7 Decedent's Last Name H O F F M A N Suffix Decedent's First Name J A M E S MI E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. Limited Estate ~ prior to 12-13-82) 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required ^X 6. Decedent Died Testate ~ (Attach Copy of Will) death after 12-12-82) 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes A ~] 9 Liti ation Pr d R i ( ttach Copy of Trust) . g ocee s ece ved ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUL~E DIRECTED TO: Name Daytime Tel~tphone Numbe` -l G E R A L D J S H E K L E T S K I E S Q 7 1 7 ~~ 7 4 4 =~:' ~,. Firm Name (If Applicable) ._! E ~ C7 ~ ..% ~ ; ..: z __`__ REGISih~ ILLS ONLY~~ . , '~ ' ~ . S T O N E L A F A V E R S H E K L E T S K I _`. w~ '~ ~ `~~ _ ~ ,.~, ~ - , . ~ First line of address _ , ~ ~' ~~ ~~~ -t~ - . :- 4 1 4 B R I D G E S T~ ,_._ -.-~ ~ ~;~' ~ _ r~ Second line of address ~~ + C~J P 0 B O X E City or Post Office N E W C U M B E R L A N D State ZIP Code P A 1 7 0 7 0 Correspondent's a-mail address: G S H E K L E T S K I a~ S T O N E L A W• N E T DATE FILED Under penalties of perjury,) declare that I have examined this return, including acx:ompanying 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 information of which preparer has any knowledge. SIGN TORE OF PERSON RESPONSIBLE FOR FILING RETURN D TE ADDRESS ~ ~ KATHERINE D• HOFFMAN 22 W UT LANE NEW CUMBERLAND PA ],7011 SIGNAT T YHAN DAT _.. . DRESS -3 / GERALD J• SHEKLETSKI ESQ• 414 BRIDGE ST. NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 ],505607],21 J 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: JAMES E• H O F F M A N 1 9 4 4 2 9 0 2 8 RECAPITULATION 1. Real estate (Schedule A) ............................. 1 1 5 8 7 4 7, 4 0 2. Stocks and Bonds (Schedule B) .. . . . . . . . . . ...... . .. . .. 2 8 3 1 8 , 3 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) .... . . ... . . . . .. . ..... . . 4 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ....... 5. 7 8 5 6 , 2 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) ............ . . . . . . . . . .. . ... g. 1 7 4 9 2 1. 9 9 9. Funeral Expenses 8 Administrative Costs (Schedule H) ........ . . . . . . . . g, 2 7 2 5 6 , 5 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 1 0 4 1 0 9 , 9 7 11. Total Deductions (total Lines 9 8~ 10) ........................... 11. 1 3 1 3 6 6, 5 1 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 4 3 5 5 5 , 4 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. 13. , 14. Net Value Subject to Tax (Line 12 minus Line 13) ...... . . . . . . . . .. .. 14. 4 3 5 5 5 , 4 $ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 4 3 5 5 5. 4 8 1 s. 1 9 6 0. 0 0 17. Amount of Line 14 taxable at sibling rate x .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505607221 1 9 6 D.o 0 1505607221 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 0 9 1115 DECEDENTS NAME DAMES E• HOFFMAN STREETADDRESS ---- _ _------- ------ ---------------------- - __ --__ 22 WALNUT LANE _ __- - _ __----- ------ -----------_ ._ _-_ -- -- - - -- _ _---------- CITY CAMP HILL ------- ----- ~ STATE --- - _ __ _ _ _..--- _ _ __ ~ ZIP - ----- --- - -- - _ __ _ --- -- PA 17011 Tax Payments and Credits: 1 • Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 1, 9 6 0.0 0 A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) 0 • 0 0 D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Total Interest/Penalty (D + E) (3) 0 • 0 0 Fill in oval on Page 2, Line 20 to request a refund . (4) 0 • 0 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1, 9 6 0 • 0 0 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE . (5B) 1, 9 6 0 • 0 0 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ............................................ ^ ^ X ............. ............. b. retain the right to designate who shall use the property transferred or its income; ............................... ^ c. retain a reversionary interest; or .................. .............................................................................. ^ ~ d. receive the promise for life of either payments, benefits or care . ..............:. ................................. ^ ^ X ...... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ........ ................................... ............. ...................... 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her deaths ^ ^ X X 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................... .............................................................................. ^ ^ X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)j. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent (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 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 zero (0) percent [72 P.S. §9116(a)(1.2)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) scH~ov~F a COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JAMES E• HOFFMAN 21 09 1115 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 peing compelled to buy or self, both having reasonable knowledge of the relevant facts, Real roe which is ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER pESCRIPTION VALUE AT DATE 1. ALL THAT CERTAIN PIECE OR PARCEL OF LAND WITH OF DEATH IMPROVEMENTS THEREON KNOWN AS 22 WALNUT LANE, CAMP 158,747.40 HILL (LOWER ALLEN TOWNSHIP) CUMMBERLAND COUNTY, PA• 125,990 (TAX ASSESSED VALUE) X 1.26 (CUMBERLAND COUNTY COMMON LEVEL RATIO= $ 158,747.40 BEING THE SAME PREMISES CONVEYED TO JAMES E• HOFFMAN AND LISA A• HOFFMAN BY DEED DATED OCTOBER 25, 1982, RECORDED IN CUMBERLAND COUNTY DEED BOOK Y, VOLUME 29, PAGE 297• LISA A• HOFFMAN DIED FEBRURY 25, 2006, WHEREBY TITLE TO THE AFORESAID PROPERTY VESTED IN HER SURVIVING HUSBAND, JAMES E• HOFFMAN, THE DECEDENT, BY OPERATION OF LAW- TOTAL (Also enter on line 1, Recapitulation} ~ ~ 15 8 , 7 4 ? • 4 0 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHLDt~LE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MASC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JAMES E • HOFFMAN 21 D9 111,5 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. ITEM NUMBER DESCRIPTION V OF DEA DH TE ~. BELCO COMMUNITY CREDIT UNION ACCOUNT NUMBER ?40040 591.98 2• 2002 GMC VAN TITLE NUMBER 57822778101H0, 3,575.00 VINIGKEL19X92B518509 3• DWS INVESTMENT ACCOUNT #9987511508 3,689.31 LISA A• HOFFMAN DIED FEBRURY 25, 2006, WHEREBY TITLE TO THE AFORESAID ACCOUNT VESTED IN HER HUSBAND, JAMES E. HOFFMAN, BY OPERATION OF LAW• TOTAL (Also enter on line 5, Recapitulation) I ~ 7 , 8 5 6 • 2 9 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS E TATS OF ---- FILE NUMBER JAMES E• HOFFMAN 21 09 1115 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: ~. PARTHEMORE FUNERAL HOME AND CREMATION SERVICES, INC• 1303 BRIDGE ST•, NEW CUMBERLAND, PA 17070 B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State _ Zip 11,045.57 Year(s) Commission Paid: 2, AttomeyFees STONE LAFAVER 8 SHEKLETSKI 8,746.00 3. Family Exemption; (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees LETTERS TESTAMENTARY 310.00 5 Accountants Fees 6. ~ Tax Retum Preparers Fees 7. LEGAL ADVERTISING - CUMBERLAND LAW JOURNAL 75 00 8• LEGAL ADVERTISING - PATRIOT-NEWS . 148 17 9• 10 2009-201D WEST SHORE SCHOOL DISTRICT SCHOOL TAX . 1,380.48 • COMCAST 11• UGI GAS SERVICE 182.92 12• PENNSYLVANIA AMERICAN WATER 76.67 13• LOWER ALLEN TOWNSHIP AUTHORITY - SEWER AND TRASH 97.83 96 00 14• PENNSYLVANIA AMERICAN WATER . 65 37 15• PPL ELECTRIC . 16• UGI GAS SERVICE 130.98 1,7• VERIZON 52.64 18• 2009-10 WEST SHORE SCHOOL DISTRICT PER CAPITA TAX 42.88 11.00 TOTAL (Also enter on line 9, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) AMOUNT 27, 256.54 Continuation of REV-1500 Inheritance Tax Return Resident Decedent JAMES E. HOFFMAN 21 09 1115 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19• PENNSYLVANIA AMERICAN WATER 49.50 20• PPL ELECTRIC 21• AT&T 140.99 22• PINNACLE HEALTH HOSPITALS 105.19 23• BELLCO COMMUNITY CREDIT UNION ACCOUNT NUMBER 66.85 3272.50 740040 SECURED LOAN MONTHLY MORTGAGE PAYMENTS FOR NOVEMBER AND DECEMBER, 2009, AND JANUARY, FEBRUARY, MARCH, 2010 ($ 654.50 PER MONTH = $3,272.50)• 24• BELLCO COMMUNITY CREDIT UNION ACCOUNT NUMBER 740040 UNSECURED LOAN MONTHLY MORTGAGE PAYMENTS FOR 630.00 NOVEMBER AND DECEMBER, 2009, AND JANUARY, FEBRUARY, MARCH, 2010 ($ 126.00 PER MONTH = $ 630.00)• 25• FILING FEES - INHERITANCE TAX RETURN AND INVENTORY 30 00 26• RESERVE FOR CLOSING EXPENSES . 500.00 SUBTOTAL SCHEDULE H-87 ~ 4,? 9 5.0 3 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIpENT DECEDENT SCHEDULE DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE vF ~ FILE NUMBER JAMES E• HOFFMAN 21 09 1115 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF pEATH 1. BELLCO COMMUNITY CREDIT UNION ACCOUNT NUMBER 740040 89,663.27 SECURED LOAN 2• BELLCO COMMUNITY CREDIT UNION ACCOUNT NUMBER 740040 6,250.00 UNSECURED LOAN 3• HSBC CREDIT CARD ACCOUNT NUMBER 55231808108?7156 4,707.04 4• DISCOVER CREDIT CARD ACCOUNT NUMBER ENDING IN 5401 699.13 5• HSBC CREDIT CARD ACCOUNT NUMBER 55231,808091771,54 2,790.53 TOTAL (Also enter on line 10, Recapitulation) I S 10 4 ,10 9. 9 7 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JAMES E• HOFFMAN 21 09 1115 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE pISTRIBUTIONS [include outri ht spousal distributions, and transfers under Sec, 9116 (a~ (1.2)] 1. KATHERINE D. HOFFMAN Lineal 43,555.48 22 WALNUT LANE CAMP HILL, PA 17011 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 I a (If more space is needed, insert additional sheets of the same size) ~`h\will.s\llOE'PMAtI, JAMES LAST WILL AND TESTAMENT OF JAMES E . HOFFMAN I, JAMES E. HOFFMAN, of Camp Hill, Cumberland County, Penrlsylva- nia, 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 from the residue of my estate. ITEM II: I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to my daughter, KATHARINE D. HOFFMAN, if she survives me. ITEM III: Should my daughter, KATHARINE D. HOFFMAN, fail to survive me, I devise and bequeath all the rest, residue and remai.nde~ of my estate, of every nature and wherever situate, in equal shares t.o the following named individuals: A. THERESA FLUDOVICH, or to her issue per stirpes. B. MARGARET BUTTS, or to her issue per stirpes. C. HARRY E. HOFFMAN, III, or to his issue per stirpes. D. RICHARD J. HOFFMAN, or to his issue per stirpes. E. LYNDSAY M. MOYER, or t o her issue per stirpes. F. LAURIE E . BORDLEMAY, o r to her issue per stirpes. Page 1 of 4 G. PAUL L. RIMES, JR., or to his issue per stirpes. ITEM IV: I appoint my daughter, KATHARINE D. HOFFMAN, Executrix. of this my last will. Should my daughter, KATHARINE D. HOFFMAN, fai_1 to qualify or cease to act as Executrix, I appoint LYNDSAY M. MOYER, Executrix of this my last will. ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his or rler duties in any jurisdiction. IN WITNESS WHEREOF, I, JAMES E. HQFFMAN, have hereunto set my f ~ ~' hand and seal this V day of 2006. JAMES E. FMAN Page 2 of 4 SIGNED, SEALED, PUBLISHED and DECLARED by JAMES E. HOFFMAN, tYi~ Testator above named, as and for his Last Will and Testament, and iri the presence of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. ~,,' 414 Bridge ~St New Cumberland, PA Witness Address ~ ~ ~S'~ rr~' 414 Br i d e a St., New Cumberland, PA W~ Hess Address COMMONWEALTH OF PENNSYLVANIA: . SS. COUNTY OF CUMBERLAND , I, JAMES E. HOFFMAN, the Testator whose name is signed to the at- tacked 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 i_t: as my free and voluntary act for the purposes therein contained. ` /vdl~-- JA E S E . H 'MAN Sworn to or affirmed to and acknowledged befpr me by JAMES E. HOFFMAN, the Testator, this ~~ of 2006. A COMM ~yyEgt,~ ~F ~~NNSYLVANIA 1 ~ ~' ~„_~ N07ARIAl. SEAL Public 1 DANIEL M. HAR7MAN, Notary Notary Public New Cumberland Boro., Cumberland Co. My Commission Expires Jan. 21, 2009 Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF CUMBERLAND ...._ /~ .--- ~ ( and 1~~ P11. a ~7 ;' C~ ` ~ -~ ~ / ~! L~ l1° the witnesses whose names are signed to the attached or foregoir-ig instrument, being duly qualified according to law, depose and say that we were present and saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he execui~ed its as his free and voluntary act for the purposes therein expressed; treat 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 con- straint or undue influence. ~j - r Witness ~'~ to ~~~ -(`~~~~.,~ Wi ness Sworn to or affirmed to and acknowledged before me by witnesses C~'! r this day of COMMONWE~4l.TH OF PENNSYLVANIA NOTARIAL SEAL DANIEL M. HARTMAN, Notary Public New Cumberfa~id Boro., Cumberland Co. My Commission Expires Jan. 21, 2009 Page 4 of 4 Notary Public. a. -t-~''~~...~~' ~iR~1~ DEED Arsated oa Plaaleeahea„'. ioo% ilaen Raoacd P.per r•~. , V • f1ECukL~EK :iF ;,; :p; r'FNi$!~YAh!; ' ~, ,~ ;} t~CT f?~ ~ GA I~ti f ~Z _ ` ~ 0432;11 • ~~~ cri M~~ ~ 25th ds~ of OCTOBER ~ ~ ~~ i to the nar a#aetem hmdred aad R ^' EIGHTY-TWO {1982) ~ z IIE'IWEEN ROBERT D. McCARTHY AND KAREN A. McCARTHY, his wife, of ~ ~ the Township of Lower A11en, County of Cumberland, ~ m z Commonwealth of Pennsylvania, GRANTORS ~ ~. m ~ ;, AND N .~ ~h ~' . JAMES E. HOFFMAN AND LISA A. HOFFMAN, his wife, of the Borough of New Cumberland, County of Cumberland, < Commonwealth of Pennsylvania, GRANTEES ~-..°~ z~ .{ A Illillliilillll ,. '' WiTNFSSETH, 1z"i b, cnc~ddan~tton ~ FORTY FOUR THOUSAND NINE HUNDRED FIFTY AND •~~ 00/100 (544,950.00} ------------------- ~~ m lea eta, ~ .. & .~~i~a~a, ~ ,~ ~~ s ~ao • .ria ~. m ~ std ~r ~t ~- graocee s, their heirs and assigns ~' AI.I. THAT CERTAIN piece or parcel of land situate in Lower Allen Township, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit: ;~ ;~ BEGINNING at a point on the northern line of Walnut Lane, said point bein ~n '! the dividing line between ~~ ~ g Lots Nos. 1 and 2, Block F', on the hereinafter ~` mentioned Pian of Lots;'thence along said dividing line, North 25 degrees 52 minutes West, 90 feet to a'point; thence North O1 degree 24 minutes~East, 42.21 feet to a point; thence North b9 degrees 39 minutes East 59;87 feet to a• '~ point to the dividing line between Lots Nos. 3 and 2, Block "F"; thence along ~; ' '~ said dividing line South 17 degrees Ob minutes East 125.13 feet to a point on~the northern line of Walnut Lane; thence by a curve to the left having a radius of 170 feet, the arc distance of 26 feet to a point; thence continuing' ` along Walnut Lane, South 64 degrees 08 minutes West, 34 feet to a point; the PLACE OF BEGINNING. !~ ,, I ' :' BEING Lot No. 2, Block'"F" on Plan of Cumberland Park, recorded in Plan Book 5, i~~ ~~ Page 22, Cumberland County Records.. • HAVING THEREON erected a one story brick and frame dwelling known as 22 Walnut ~~ Lane, Camp Hill, Pennsylvania.. I: ' ~: BEING the same premises which Thomas R. Salle and B. Ann Sel1e, his wife, by ~ their deed dated September 25, ]919 and recorded to the Office of the Recorder ;! . of Deeds in and for Cumberland County in Deed Book R, Volume 28, Page 129, ~~ granted and conveyed unto Robert D. McCarthy and Karen A. McCarthy, his wife, ~. ;- GRANTORS HEREIN. ~~ r ~. ~; ~~ ~. CCi~vui l~;:i: tilN'uJ r+li.. pp"~~...~ fp ~//~~ P/' r.7. 196 lZea1 !state i'ranster T Cumb. CO, Pa. ~' ~ ~9t~. Rsal Estate T~anstbr Tau ., _ a ~` • . s Date _~ b •6~ ~ µ, 7S ~.,. !, ..... ,ii ~~ ,: ~' OesL Cot 1~. 0. Ca Dom. Cot, ~ ~~ '' I • Y ` ~~ ' BOOK 9 PASE 2y7 . ,. ~• i~ 's' i~ •,~ • ~; • ~ Cl//y.9ERtA.KO RrD. •. ~ • ' 1 ~ e. • • `1.~ ~ x'99 CUM.BERl9NA . RD ~ ~' ' . dJYSO ~ ., 1 •~~ ~ V ~ •: _ ~ ~P... 0 ~ 1 ` t , ~ • ~ 6tYNC LOTN•,2 ,L?LO '• ~ .. y ~ :~°IA.Nlyd~6Y/~YBERIgii cj4A~' ~,• ', s •' • ; ~ ~ ~ .. ' j.•' . `~ ':~, 0 4~.L d~. .. •~o~vc ~,. •. 'Ji4MEd E'i y~ ~~~T.IIi ? 1..r 1r` 1 :. ~1 t_=7; ~ `' _ , .; .' 1 tr ( r . r ` ~ j . jai • ~ i ` SIR ,~ ~ O i ~ j 1 ? ^' Itf r t, ''~5 A • .. WI7. t ~YC.I- ..i.~>~' Y717 r •. r 1•. i . ~ . J :. .1 j ~~~]}~ _ .. y.,' . , ' ~ « 1 ` Al T , ~ / (~ 'i r i ~,.I. ,t~ S i r•Y •~t'. _ I iYE.PErB!'CEiPl/f ~ ~ ;.• , .;i' X' .`n~ :+~.'`~ ~ i ~'i~4i r rr Pia ~» ~ ~ ~•"•~,~.?a'u ~'"~ ~ :...h~ • ~ .,~ .. B~CD.P.PEOlA.Q ~y :~s.., ~• s r~~ y 'r.a 1 J, ,~ ~• S'H l~/ ( :,.; .:' ~,jd s~MOJl971o.c ~j~~ ~ ~ ,A. ~~ ~. _ •'~m " ~'• •' n 1.' 1 ~ W 4 :K ~, ~ ', ~ ~ .. ~/,': : G° ,. •::;~; ;j ,... ~ ':;.j'.: BODK ' a :: • PAGE. ~: 29~ r'•';r`~'~' ~~~`' '.Y.C'...al .~!. ~~1~.L~AN,r,L.(•saA.!~wiY 1.+• ~ r `~ it •*. '•1r/rr ~ •~1 1 ~:•'•~•~. r • •i I ;,, ~ ^. i. ~IjY'r:.N~.:.."SiL~if~. r:.! ~ 1i~~•'..'` 2.fW~Fi~v . 1 ~1 i .1..~. ~~ ; •* ; r . ~ i f ~ ~,'` ~ r r:y ~, y 1 r i 1 ti +f L J. J .•,«a ~;.. 1'~..a.:::k:ti~w.i::u>3:.w.~1~:. Y 11 i'r.- " 1 ..9M' ~t.l:. • ~. ~~ ~ i! . ~: ~I li +~ ANl7 the setd gnarors will general 1y hcneby conveyed. ARl;A1VT' AND FOREVER DEf•'F.ND the Pr0'PeTf7 IN tVITTVESS WHEREOF, .aid grantors hu ve hereunto sec their band s and seals the J; , i~ ~7 and y~ fi-st sbove.t+rittea. . ~~ Sealed e$vesed to the pretenrt of i ~f~~~ ~~~ I ~,/~ '~.y~ ...... ~...~ :.~21~ ............................ y~~~ • ................................~.............~~..................~.......... ... KA/~~1r A~ RTHY ~ ........ ,, ~.~.~.~ tsa,,x,) .i Cattsatci-ra or Rguozarcas E i . I hereby certify, clot the ~ e f ~,,, . ~ 12 ~i1 ~-~/~ C~~,,,p ct 17'J < <, heit:ia t: as follows: .....~ A.......~ .................... ~ y f~ Grantee Commonwealth of Petutsyivada Camcy of ...York........._....»».....»..............«..... SSr • Oa ~ ehe 25th day of October 3g 82 . before ma a Notary Public i the uO~g°~ e~0~• P~lO°~7 aPlxared Robert D. McCarthy and Kaat'•en A. McCarthy, his wt~e haown to me (or sadsEaccorily Proven) to be she persons • whose name ~ s aubsodbed m the within tnstruaueat. and ac}cnowledged true they exavted the same far the purpose therein contained. 1V WITNESS WHEREOF. I love hereunto set my !sand and official :•;:i~ ;;. Cl~~' j~++ ~ ~•ta~: Publi ~.'~ .• , ~'•~~ ..... potar~. 9, 19B4~- ~ t~st~I';~~t•;;,+ • I i ~p~ .dune w ~ ... . ~~ ~:it,•~: Commonwealth of PmtaeyWa~ ~ t' - ; . ~:.:- -? :~ ~~~~ ~'~~~~,..• ~, a . Sst is ;^;o~.x~::t•itc ' .: L4 ~,~' y~ i;l~~•j •rJt•.. ~: Ce~tmty of ... rairv~e~•~'Ta ~.~ ; :.. ~'t•l a• y t~ ~' ; ~; i the tender ed oi~eer • . ~ .,personally appes~ kaewn m me (ac a.tufactorilr prima) to be the P~ . whose name atbtt~bed m elu withut i~trument, and ackaawledged ~'at ea,,ecuterl the same for the purpose theeeia contained. IN WITNESS WHF~tEOF, I have Lttttmto set my head and M~ ~ ......... .................................... eoo 29 racF 299 Detailed Results for Parcel 13-24-0797-034. i DistrictNo 13 Parcel_ID 13-24-0797-034. MapSuffix HouseNo 22 Direction Street WALNUT LANE Ownerl HOFFMAN, JAMES E & LISA A C/O PropType R PropDesc LivArea 1649 CurLandVal 18000 CurImpVal 107990 CurTotVal 125990 CurPrefVal Acreage .1 g CIGrnStat TaxEx 1 SaleAmt 44950 SaleMo 10 SaleDa 26 SaleCe 19 SaleYr 82 DeedBkPage 0029Y-00297 YearBlt 1956 HF File_Date 01/04/2005 HF Approval_Status A n the 2004 Tax Assessment Database ~ISB,"~`n Yo ~ 15~,~ `~~ COMMUNITY CREDIT UNION STONE LAVAFER & SHEKLETSKI Attorneys At Law 414 Bridge Street PO Box E New Cumberland, Pa. 17070 December 10, 2009 RE: ESTATE OF JAMES E HOFFMAN ATTEN: Gerald J Shekletski: In response to your letter of December 4, 2009, here is account information on the date of death November 19, 2009 on the above decedent, James E Hoffman. If you have any further questions, please do not hesitate to contact me in our Finance Department. Sincerely, Finance Department Enclosure (s) DECEDENT ESTATE INFORMATION 1. Name(s) in which the account was held: JAMES E HOFFMAN Sole Owner 2. Account number: 740040 3. Balance as of date of death: $591.98 Balance Accrued Dividends YTD Dividends Opened Regular Savings: $50.75 Christmas Club: $0 00 $0.02 $0.20 4/15/1996 . Whatver Club: $252.60 $0.00 $0 10 $1.41 3/28/1997 Checking: $288.63 . $0.20 $2.55 $0 22 4/25/1996 Money Market: . 4/15/1996 Certificates: Balance Accrued Dividends Certficate Number YTD Dividends $ $ 4. Date the account was initiated: 5. Name(s) in which Safe Deposit Box was held: James Hoffman Lisa Hoffman (spouse 6. Date the box was initially rented: 4/15/1996 7. Branch address at which the box is located: Camp Hill Branch Box 0303 8. Loan Information: Balance Accrued Interest Per Diem Int A. Unsecured Loans: $6,250.00 $55.10 $2.40 $ $ $ $ B. Secured Loans: 89663.27 $343.30 $7.98 $ $ $ $ $ ~ $ C. Mortgage Loans: $ $ $ $ $ $ $ $ $ 9. Miscellaneous: K~~~ey ~I~e B+~ak THE TRUSTED RES©UR~E •/+' d' Y' ...._~..~...~..._.......___.._._..~....__...._......,......_.w..,.:_.........~ SEARCH Home New Cars Certified Pre-Owned Used Cars Research Reviews & News Dealers & Inventory Classifieds Laans & Insurance Used Car Values j Search Used Cars for Sale j Certified Pre-Owned j Compare Vehicles j Perfect Car Finder j Most Researched Vehicles j CARFAX Vehicle History Welcome Back j Sign In ~ Create Account j My KBB ZIP Code: 1.7011 Recently Viewed You Might Also Like Free Dealer Prir_e Quote PR~tIGAf.~l/~/f ~ ~A~- r~t~t~r .-•--' ~ds3 ss+ ~~~,~ Look what we ~`os ~ ~~ ,~ ~,6;~a, show you. ~ Latest Car News ;. ~ a Nummer Bummer. Deal with Tengzhong Dies, GM Wlil Terminate the Brand Mgre News ~~ > Used C$Lrt > 2.Q4.r= > SM~ > Savona Van > 1500 Passenger 2002 GMC Savona Van 1500 Passenger Trade-In Value Private Party Value ~~,~~ ~0{~j( r' ~R~~~~~ P~~~~ ~4~~~~ ~~k;;x`°•~ Suggested Retail Value CPQ Value i Condition ~.:. ~ ;:, Value Photo Gallery Compare Vehicles ~~~~! ' Excellent $4,575 Blue Bank Review ~ GOOd $4,125 Consumer Ratings y - - •~ Find Your Next Car ~ More Photos Fair $3,575 Specifications BiJT ~ USE[i CAR ~ ~ { '"~ ~ « SEARCH LOCAL LISTINGS i JJJ On Blue Book Classifieds'" GMC Free CARFAX Record Check Powered by ~ ~ ~ ~" ......~ . Savona Van VIN: 75 Miles No VIN7 No Problem! Near ZIP 17011 I To view Ads, Click Average Consumer Rating (46 Reviews) Read Reviews ~• Shopping Tools ~~~T ' 4.3 out of 5 Review this Vehicle Free CARFAX Record Check _' Auto Loan from 4.24% APR Vehicle Highlights Get Your Credit Score Now Compare Insurance Rates Mileage; 100,000 with Progressive Engine: V8 5.0 Liter Payment Calculator Transmission: Automatic Extended Warrant y Quote Drivetrain: RWD Print For Sale Sign fitly THE RjGl~t CAR selected Equipment Change Equipment Compare Used vs. New Standard Under 55,000 B Passenger Power Steering Dual Front Air Bags Both New and Used Air Conditioning AM/FM Stereo ABS (4-Wheel) Van/Minivan To View List, Click VIEW ANQTHER YfFtl(kF Select Year... ! ..,. (~ Save Vehicle Print :::: Emali ~ 19r00KhlprRb:.,' ,: , ~'j,,, advertisement - Ur Search by Category Ur Change 7..IP Code Blue Book Private Party Value Kelley Blue Book Private Party Value is the amount a buyer can expect to pay when buying a used car from a private party, The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than any remaining factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for Insurance and vehicle donation purposes. Vehicle Condition Ratings Check Vehicle Title History Excellent i'~C.~~'3t~ i $4,575 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and fs free of rust. • Clean title history and will pass a smog and safety Inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and veriflabie service records. Less than 5°1o of all used vehicles fall Into this category. Good i ~i%~ $4,125 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (If any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned veh(cles fall into this category. Fair ~~"i $3,575 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional • Tires may need to be replaced. • There may be some repairable rust damage. Ponr C:r ly~a • Severe mechanical and/or cosmetic defects and is In poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an Independent appraisal to determine its value. * Pennsylvania 3/1/ZO10 Accurate Condition Appraisal Change Condition Accurately appraising the condition of a vehicle is an important aspect In determining Its Blue Book value. Taking our 16 question condition quiz will ensure you know the correct condition rating. ~~ ~~~ ~ • SEARCH LOCAL LISTINGS P.O. Box 219151 Kansas City MO 64121-9151 December 11, 2009 Stone LaFaver & Shekletski Attorneys at Law Attn Gerald J Shekletski 414 Bridge Street PC)BoxE Neu• Cumberland FA 17070 Fund: DWS Growth & Income Fund-S Account#: ~x:X~'X~S;X~~1508 Registration: James E Hoffman Lisa A Hoffman Jt Ten Dear Mr. Shekletski: D'~l1~'~ INYEb7'NENI'S DRui3tfir Bank G-ou{J I am writing in response to your letter and my telephone conversation with. your assistant on December 10, 2009 regarding the above-referenced DW S fund account. F1easc extend our condol~~r~ces to the family of James E. Hoffman. Account ltegistrati.on Account 9987511508 is registered as follows: James E. Hoffman Lisa A. Hoffman Joint Tenants Our records indicate that this account was established as a joint accouni on July 24, 1997. Balance of Account Below I have provided the number of shares, share price, and dollar value of the fund in this account as of November 19, 2009. Fund Name Class S Nmn6er of Shares Share Price Dollar Value DVS Growth & Income Fund 259.263 $14.23 $3,689.31 ltegttire.~ Documents Listed below are the requirements to reregister the account into Lisa A. I-Ioffman's name as the surviving joirrt tenant. • A signature guaranteed Change oFAccount Uwnerslup form signed by Lisa. A. Hoffman as the surviving joint tenant. Please note that a. signature guarantee is not required if transferring into her name only. ~~ ~~~` 2 ~ o . U~J s 1c~~c,(