HomeMy WebLinkAbout03-0575PETITION FOR PROBATE and GRANT OF LETTERS
Estate of [dd~t~q~tt.5
also known as
No.
To:
· Deceased.
Social Security No. i 91 - i 8" ~tta9S
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 1 8 years of age or older an the execut
in the last will of the above decedent, dated ~. 61 6~ :ST i "/
and codicil(s) dated
Register of Wills for the
County of 0-.Um,t~-Rt_~,~(3
Commonwealth of Pennsylvania
in the
named
,19 89
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (2~ ffl l~ff/~/dim I> County, Pennsylvania, with
I'Ll 5 last family or principal residence at /C~r /--~o~ A/'t~es,~,c~/~6m~
(list street, number and muncipality) C.~t./5c~' /9ooo. t~ q~-t~
Decendent, then ~0 o years of age, died ,,T~J 0,1~. [,~ ,-1-9 bi. dO3
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 Pegnsylvania $
situated as follows: ~./~
1 O: OOO. cO
WHEREFORE, petitioner(s) respectfullE__Iequest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters -f~,qF, qzr~-~,:r-,~£~2
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
it~eron.
-~ o
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF ~ctm~c~LtqrdDf 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.
before ~% [Sq~"~ day of J -/-'7A40 ~
· T/-/? [~. tdar'Vmnrd ~
Sworn to or affirmed and subscribed
,qoo~ ~:¢.__
-- ('~. ~ ~ 'Register
Estate Of
No. oQJ- 03'~t~
DECREE OF PROBATE AND GRANT OF LETTERS
.., Deceased
AND NOW 0~ /In ,, .~?r.XX3 ~ _, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ~- [ 7- ~'c.]
described therein be admitted to probate and filed of record as the last will of
E ,-;
~d Letters ] ~~~~
are hereby granted to ~~c~t ~ ~ ~~
FEES
Probate, Letters, Etc .......... $,_~S)- (DO
Short Certificates( ) ...' ....... $ C/00cD ..
,?Lp . $ /,o.~,o
TOTAL _ $ ~g~. <3~
Filed .~..."z. [.~P.': .(~)...3. .....................
ister of Wi~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
05.805 R[v o/ss
T!~is is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
l.ocal 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 9354403
No.
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
~J~._ ...... - I, ~. lit
~=.- ~_.-_ _J ~ ~D I~
LAST WILL AND TESTAMENT
OF
CHARLES E. HOFFMAN
I, CHARLES E. HOFFMAN, of Lower Paxton Township, Dauphin
County, Pennsylvania, being of sound and disposing mind: do hereby
make, publish, and declare this to be my Last Will and Testament,
hereby revoking and making null and void all prior Wills and
Codicils made by me at any time heretofore.
ITEM I. I direct that all my legally valid debts,
funeral and administrative expenses, and debts incurred or payable
because of my death, shall be paid by my Executor, hereinafter
named, from my residuary estate as soon after my death as
practicable. All death taxes, including federal, state, and other
death taxes, with respect to the property forming my gross estate
for tax purposes, whether or Dot passing under this Will, including
any interest or penalty imposed thereon, shall be considered an
expense of administration of my estate, without apportionment or
right of reimbursement. Taxes on future interests may be prepaid.
ITEM II. I give and bequeath my antique oval picture
frame, along with a picture of my beloved wife, Loretta J. Hoffman,
when she was a child, to my son, TIMOTHY B. HOFFMAN, of Middletown,
Pennsylvania.
ITEM III. I bequeath my household and personal effects,
jewelry, automobiles, and other tangible personalty of like nature,
not otherwise disposed of above, in equal shares to the following
named persons who survive me by thirty (30) days:
A. My son and his wife, CRAIG N. HOFFMAN AND LA DONNA
HOFFMAN, or the survivor of them, both of Richfield,
Pennsylvania, if either is living; and if neither is
living, then to the then-living issue of my son, Craig,
per stirpes; and
B. My son and his wife, TIMOTHY B. HOFFMAN AND ANNE E.
HOFFMAN, or the survivor of them, both of Middletown,
Pennsylvania, if either is living; and if neither is
living, then to the then-living issue of my son, Timothy,
per stirpes.
Such property shall be divided by said beneficiaries as they shall
agree. As to those items upon which they shall not agree,
distribution shall be determined by my Executor.
ITEM IV. I give, devise and bequeath all of the residue
of my estate, whether real, personal, or mixed, and wherever
situate, not otherwise disposed of above, including any property
2
subject to any power of appointment which I may now have or
hereafter acquire, and including any proceeds of insurance or
policies of insurance thereon, in equal shares to the following
named persons who survive me by thirty (30) days:
A. My son, CRAIG N. HOFFMAN, now of Richfield,
Pennsylvania; but, if he does not so survive me, then I
make said bequest to his wife, LA DONNA HOFFMAN, now of
Richfield, Pennsylvania, if she so survives me; but if
neither so survives me, then I make said bequest to the
then-living issue of my son, Craig, per stirpes.
B. My son, TIMOTHY B. HOFFMAN, now of Middletown,
Pennsylvania; but, if he does not so survive me, then I
make said bequest to his wife, ANNE E. HOFFMAN, now of
Middletown, Pennsylvania, if she so survives me; but if
neither so survives me, then I make said bequest to the
then-living issue of my son, Timothy, per stirpes.
ITEM V. The interest of beneficiaries hereunder shall
not be subject to anticipation or to voluntary or involuntary
alienation.
ITEM VI. I hereby appoint my son, TIMOTHY B. HOFFMAN,
of Middletown, Pennsylvania, as Executor (the "Executor,,), of this,
my Last Will and Testament. In the event of his refusal or
inability to so serve, I then nominate and appoint my son, CRAIG
N. HOFFMAN, of Richfield, Pennsylvania, to serve in such capacity
as Executor.
ITEM VII. I direct that my Executor shall not be required
to give bond or post any other security for the faithful
performance of duties in any jurisdiction.
ITEM VIII. Any person who shall have died at the same time
as me, or in a common disaster with me, or under such circumstances
that it is difficult or impossible to determine who died first,
shall be deemed to have predeceased me.
ITEM IX. My Executor shall have the following powers in
addition to those invested by law and by other provisions of my
Will applicable to all property, whether principal or
exercisable without Court approval, and effective
distribution of all property:
income,
until
A. To retain any investments I may have at my death
so long as my Executor may deem it advisable to my Estate
so to do.
B. To vary investments, when deemed desirable by my
Executor, and to invest in such bonds, common trust funds,
stocks, notes, real estate mortgages, or other securities
4
or in such other property, real or personal, as my
Executor deems wise, without being restricted to so-called
"legal investments,,.
C. In order to effect a division of the principal of
my Estate or for any other purpose, including any final
distribution, my Executor is authorized to make said
divisions or distributions of the personalty and realty
partly or wholly in kind. If such division or
distribution is made in kind, said assets are required to
be divided or distributed at their respective values on
the date or dates of their division or distribution.
D. To sell either at public or private sale and upon
such terms and conditions as my Executor may deem
advantageous to my Estate, any or all real or personal
estate or interests therein owned by my Estate severally
or in conjunction with other persons or acquired after my
death by my Executor, and to consummate said sale or sales
by sufficient deeds or other instruments to the purchaser
or purchasers, conveying a fee simple title, free and
clear of all trust and without obligation or liability of
the purchaser or purchasers to see to the application of
the purchase money or to make inquiry into the validity
of said sale or sales; also, to make, execute,
acknowledge, and deliver any and all deeds, assignments,
5
options, or other writings which may be necessary or
desirable, in carrying out any of the powers conferred
upon my Executor in this paragraph or elsewhere in my
Will.
E. To mortgage real estate, and to make leases of real
estate for any period of time as my Executor may deem
reasonable.
F. To borrow money from any party to pay indebtedness
of mine or of my Estate, expenses of administration, or
inheritance, legacy, estate, or other taxes.
G. To pay all costs, taxes, expenses, and charges in
connection with the administration of my Estate. My
Executor shall pay expenses of my last illness and funeral
expenses.
H. To vote any shares of stock which form a part of
my Estate, and to otherwise exercise all the powers
incident to the ownership of such stock.
I. To compromise claims and to abandon any property
which, in my Executor's opinion, is of little or no value.
6
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last Will and Testament, consisting of seven (7)
pages, this ~ day of ~~~~~, .989'
typewritten
CHARLES E. ~O~~ '
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testator,
CHARLES E. HOFFMAN, as and for his Last Will and Testament, in the
presence of us, who at his request and in his presence and in the
presence of each other, have hereunto set our hands and seals the
day and year above written, and we certify that at the time of the
execution thereof, the said Testator was of sound and disposing
mind and memory.
residing at
residing at
COMMONWEALTH OF PENNSYLVANIA:
:
COUNTY OF DAUPHIN :
SS.:
We, CH~R~ES E. HOFFMAN, the Testator, and ~,,.~. ~lJ~ and
.~ut~ /~1. ~~, the witnesses, respectively, ~hose-nam~s are
signed to the foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the Testator
signed and executed the instrument as his Last Will and that he
had signed willingly, and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testator, signed
7
the Will as witness and that to the best of his/her knowledge the
Testator was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
Witness
Subscribed, sworn to and acknowledged before me by the Testator,
CHARLES E. HOFFMAN, and subscribed and sworn to be fore me by
.~/ ~da~~ , and ~~ ~. ~L/~i<~(~c/ , witnesses, this
/~ Y ~~ - ~'-~ ~989. '
(SEAL) NoTary Pub~
8
of
CHARLES E. HOFFIq/~N
LA%¢ OFFICES
GOLDBERG, I~ATZMAN ~C SHIPMAN, P.C.
319 i~IARI{ET STI~EET
P, O. BOX 1288
HAHRISBURG, PENNSYLVANIA 17108-1288
COHHORHEALTH OF PEHNSYLVAHZA
~I~EPARTHEHT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. ZB060Z
HARRISBURG, PA 17128-0601
/ TAXPAYERANRDEsPONSE
REV-1643 EX AFP (09-00) J
TIMOTHY B HOFFMAN
q85 PLANE ST
MIDDLETOWN PA 17057-252?
FILE NO. 21 03-0575
ACN 0313q198
DATE 09-23-2005
EST. OF CHARLES E HOFFMAN
S.S. HO. 191-18-q695
DATE OF DEATH 06-06-2005
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[] SAVZNOS
[] CHECKZNg
[] TRUST
[] CERT:]:F
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
ALLFZRST DANK has provided the Department aith the information listed below ahlch has been used in
calculating tho potential tax duo. Their records indicate that at the death of the above decedent, you moro a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain arlttan correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be anseered by calling (717) 787-83Z7.
COMPLETE PART 1 ~ELOW x ~ x SEE REVERSE SIDE FOR FILING AND PAYHENT INSTRUCTIONS
Account No. 001789~Z98
Data 05-28-1989 To insure proper credit to your account, two
Established (z) cop[es of this not[ce must accompany your
Account Balance :5,206.7:5 payment to the Register of Nills. Hake check
payable to: "Register of gills, Agent".
Percent Taxable X 50. 000
Amount Subject to Tax 1,60:5.57 NOTE: Tf tax payments ara made within three
($) months of the dacodant's data of death,
Tax Rata X . [5 you may deduct a 5Z discount of tho tax due.
Any inheritance tax duo will become delinquent
Potential Tax Due 2q0.51 nine (9) months after the date of ueau,
PART TAXPAYER RESPONSE
CHECK
ONE
BLOCK
ONLY
PART
TAX
LiNE
J. ~ The above information and tax due is correct.
1. YoU lay choose to remit payment to tho Register of Nills with two copies of this notice to obtain
a discount or avoid interest, or you lay check box "A" and return this notice to tho Regis[ar of
#ills and an official assasslgnt e]ll be issued by the PA Department of Revenue.
B. ~ The above asse~ has been or ~J~ be reported and tax paid ~h ~he PennsyZvan~a Znher~ance Tax re~urn
~o b; fJ~ed by ~he decedent's representative.
C. ~The above information Js Jn=orrect and/or debts and deductions ~;re paid by ~ou.
--You mus~ complete PART ~ and/or PART
~f you indicate a d~fferen~ ~ax ra~e, p~ease s~s~e your
relationship ~o decedent:
RETURN - COHPUTATZON OF TAX ON JOINT/TRUST ACCOUNTS
1. Date Established
2. Account Balance
3. Percent Taxable
q. Alount Subject to Tax
S. Debts and Deductions
6. Amount Taxable
7. Tax Rata
8. Tax Due
PART
DATE PAID
DEISTS AND DEDUCYZONS CLAZMEll
PAYEE
DESCRIPTION
AMOUNT PAID
¥OYAL (Enter on Ltna$ of Tax Computation)
Undlr pa,lltie$ of perjury, Z ~cZare that the facts Z have reported ~ova are true, correct and
co~etl to the ba~ of ly k~w~adga lnd ba~lf.
~,/ ~'TAXPAYE
SZGNAT~ TELEPHONE NUMBER
GENERAL INFORHATZON
1. FA/LURE TO RESPOND NILL RESULT IN AN OFFICIAL TAX ASSESSHENT aith applicable interest based on information
submitted by the financial institution.
Z. Inheritance tax becomes delinquent nine months after the decedent's date of death.
3. A joint account is taxable even though the decedent's name ams added as a matter of convenience.
4. Accounts (incIuding those held between husband and wife) mhich the decedent put in joint names within one year prior to
death are fuIIY taxabIe as transfers.
S. Accounts astabIished jointIy between husband and eife more than Dna year prior to death are not taxable.
6. Accounts held by a decedent "in trust for" another or ethers are taxable ~ully.
REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE
1. BLOCK A - If tho information and computation in tho notice are correct and deductions are not being claimed, place an "X"
in block "A" of Part I of the "Taxpayer Response" section. Sign two copies and submit thom with your check for the amount of
tax to the Register of Nills of the county indicated. The PA Department of Revenue ail1 issue an offlcla! assessment
(Fora REV-1348 EX) upon receipt of the return from the Reglster af Nills.
Z. BLOCK B - If the asset specified on this notice has been or mil! bm reported and tax paid with tho Pennsylvania Inheritance
Tax Return fiImd by the docmdant's representative, piece an "X" in block "B" of Part 1 of the "Taxpayer Response" section. Sign one
copy and return to the PA Department of Revenue, Bureau of Individual Taxes, Dapt ZOO601, Harrisburg, PA 17128-0601 in the
envelope provided.
3. DLOCK C - If the notice information is incorrect and/or deductions are being cIaimed, check block "C" and complete Parts Z and 3
according to the instructions below. Sign tmo copies and submit them with your check for the amount of tax payable to the Register
of Hills of the coun~ indicated. Tho PA Department of Revenue ail1 issue an official assessment (Form REV-lB48 EX) upon receipt
of tho return from the Registmr of Nills.
TAX RETURN ' PART Z TAX COP, PUTATION
LINE
1. Enter the date the account origlnally mas established or titIed in thm manner existing at date of death.
NOTE: For a decedent dying after IZ/1Z/8Z: Accounts ehich the decedent put in joint names eithin one (1) year of death ara
taxable fully as transfers. Hoaevmr, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the number of accounts held.
If a double asterisk (ax) appears before your first name in the address portion of this notice, the $3,000 exclusion
already has been deducted from the account balance es reported by the financial institution.
Z. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is determined as folloms:
A. The percent taxable for joint assets established more than one year prior to the decedent's death:
I DIVIDED BY TOTAL NUNBER OF DIVIDED DY TOTAL NUNBER OF X 100 = PERCENT TAXABLE
JOINT ONNERS SURVIVING JOINT ONNERS
Example: A joint asset registered in the name of the decedent and tmo other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY 2 [SURVIVORS) = .167 X 100 = 16.?X (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the dacedent's death or accounts Darted by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUNBER OF SURVIVING JOINT X 100 = PERCENT TAXABLE
ONNERS OR TRUST BENEFICIARIES
Example: Joint account registered in the name cf the decmdent and tee other persons and established within one year of death by
the decedent.
1 DIVIDED BY Z [SURVIVORS) = .50 X lO0 = SOX (TAXABLE FOR EACH SURVIVOR)
The amount subject to tax (line 4) is determined by multiplying the account balance (line Z) by the percent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part $.
6. The amount taxabIe (Iinm 6) is dmtareined by subtracting the debts and deductions (Iinm 5) from tho amount subject to tax (line 4),
7. Enter the appropriate tax rata (line 7) as detarminad beloa.
Data of Death Spouse Lineal } Sibling .... Collateral
07/01/94 ~o 12/$1/94 AZ 6X
01/01/95 ~co 06/50/00 OX 6X
07/01/00 ~o presen~ OZ 4.$Z~
~ .~_
lounger at
;The tax rate imposed ;
death to or for the use of a natural parent, an adoptive parent, or a stepparent of tho child is
Tho lineal class of heirs includes grandparents, parents, children, and lineal descendents. "Children" includes natural children
~hether or not they have been adopted by others, adopted children and step children. "Lineal descendents" includes a11 children of the
natural parents and their descendents, ahathar or not they have been adopted by others, adopted descendents and their descendants
and step-descendants. "Siblings" ara defined as individuals who have at least one parent in common aith the decedent, whether by blood
or adoption. The "Collateral" class of hairs includes mil other beneficiaries.
CLAINED DEDUCTIONS - PART ~ - DEBTS AND DEDUCTIONS CLAIHED
Allomable debts and deductions era determined es folloes:
A. You legally ara responsible for payment, or the estate subject to administration by a personal representative is insufficient
to pay tho deductible items.
B. You actually paid the debts after death of the decedent and can furnish proof of payment.
C. Debts being claimed must ba itemized fully in Part 3. If additional space is needed, use plain paper 8 l/Z" x
payment may be requested by the PA Department of Revenue.
Mr. Timothy Hoffmam
485 plane St. ~
MiddletoWn, PA 1'~057
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD OO3098
HOFFMAN TIMOTHY B
485 PLANE STREET
MIDDLETOWN, PA 17057
........ fold
ESTATE INFORMATION: SSN.- 191-18-4695
FILE NUMBER: 2103-0575
DECEDENT NAME: HOFFMAN CHARLES E
DATE OF PAYMENT: 10/09/2003
POSTMARK DATE: 10/08/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 06/06/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
03134198 $72.16
REMARKS:
TIMOTHY B HOFFMAN
TOTAL AMOUNT PAID:
$72.16
SEAL
CHECK# 846
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a
Date of Death:
Will No.. o~ O O .~ '- O O ,o~ '7,~ Admin. No. ~ i - O ~ - O~ 7~
To the Register:
I ce~ ~at notice of ~enefieiM intent) ~ admlnlst~fion required bv Rule 5 6 a ,
se~ed on or mailed to the followine beneficiari~o ~c ,~ ..... . ~ ' ( ~of~e O~h~s Cou~ Rules was
....... u~ me aoove-capuonea estate on ~6/I 6 / 0 '5
Nme
Ad.ess
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except_
Date:
Name
Address /_~ 8 5 ~)L ~ ~ ~-~T.
Telephone (-7/7) ~,~ Mc/- ~5 6? 7.5-
Capacity: V/ Personal Representative
Counsel for personal representative
~BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
TIMOTHY B HOFFMAN
485 PLANE ST
MIDDLETOWN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAXSENENT. ALLOHANCE OR DXSALLOHANCE
OF DEDUCTIONS, AND ASSESSNENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
'O4
PA 17057- 252~!~ ~ i~Oji-[
f .... Co., PA
DAT£~ 05-01-2004
E~T~A~ E OF HOFFMAN
~ ~ 'D~E OF DEATH 06-06-2005
FILE NUMBER 2]. 03-0575
COUNTY CUMBERLAND
FEB 27
ACN 05154198
Amount Rem/tted
CHARLES E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THXS LINE ~ RETAIN LOWER PORTXON FOR YOUR RECORDS ~
REV-1548 EX AFP COl-OS)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 05-01-2004
ESTATE OF HOFFMAN
CHARLES E DATE OF DEATH 06-06-2003 COUNTY CUMBERLAND
FILE NO. 21 03-0575 S.S/D.C. NO. 191-18-4695 ACN
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
03134].98
JOINT OR TRUST ASSET INFORNATION
FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 0017894298
TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-28-1989
Account Balance 3,206.73
Percent Taxable X 0.500
Amount Subject to Tax 1,603.37
Debts and Deduct/ohs .00
Taxable Amount 1,603.37
Tax Rate X .45
Tax Due 72.15
TAX CREDITS:
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-08-2003 CD003098 .00 72.16
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN ~1, NO PAYHENT TS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR}, YOU HAY SE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
72.16
.O1CR
.00
.O1CR
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/03/2005
HOFFMAN TIMOTHY B
485 PLANE STREET
MIDDLETOWN, PA 17057
RE: Estate of HOFFMAN CHARLES E
File Number: 2003-00575
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~ ~~MA.j..~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
uJ
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: CHARLES E. HoFf'"M AN
Date of Death: Su f\[ ~ ~ TH) ~ 00 3
E N )_t)()~~5f'J5
state 0.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, 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 t8 No 0
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 ~ersonal representative file a final account with the Court?
Yes!!g~ No 0 '7,
b. The separate Orphans' Court No. (ifany) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 1Kl No 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: !:>- - '1- () 5
'~I34F.~ ,
SIgnature
)
Ti 1'1 OTf-I Y B. ;-1 C) F r:- MAN'
Name
LJ.85 PLANE. S7XGET
Address /VI if) f)L.E TcWN\ fA, i'1~$'1
(7J17) qLJ4-0f)7:5"
Telephone No.
Capacity: ~Personal Representative
o Counsel for personal representative
orA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.--PLpT.~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APRRATS.~~I~NT /VLL~OIJANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ,QF DEDU~TiONS ANb ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 _
REV-1547 EX AFP C06-05)
^"?^ ~°-•~ DATE 11-24-2008
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+~- }f ESTATE OF HOFFMAN CHARLES E
DATE OF DEATH 06-06-2003
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~' `~'^ ~ ~ FILE NUMBER 21 03-0575
~" r '~ COUNTY CUMBERLAND
TIMOTHY B HOFFMAN ,,: ~.
t:-.., ACN 101
485 PLANE ST APPEAL DATE: 01-23-2009
MIIDDLETOWN PA 17057 (See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALO'~NG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~-
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMAN CHARLES E FILE N0. 21 03-0575 ACN 101 DATE 11-24-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. (teal Estate (Schedule A) C1) .00 NOTE: To insure proper
2. >tocks and Bonds (Schedule B) C2) .00 credit to your account.,
3. (:losely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. (:ash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. "transfers (Schedule G)
8. Total Assets
c3) .00
c4) .00
c5) .00
c6) .00
cn .00
submit the upper portion
of this form with your
tax payment.
C8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. f=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14. Net Value of Estate Subject to Tax C14) .00
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 = .00
17. ~4mount of Line L4 at Sibling rate C17) .00 X 12 = .00
18. ~4mount of Line 14 taxable at Collateral/Class B rate C18) • 00 X 15 _ . 00
19. Principal Tax Due C19)= .00
rex roGnrre.
PAYME',NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF_TOTAL DUE_IS-LESS-THAN-81, NO-PAYMENT-IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE