The URL can be used to link to this page

Home My WebLink About01-09-12 (2) 1505610140 REV-1500 EX (°'-'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes Po Box 2sosol INHERITANCE TAX RETURN County Code Year File Number Harrisbum, PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 D 8 0 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 9 9 0 7 1 3 5 0 0 7 1 0 2 0 1 1 0 4 1 4 1 9 1 9 Decedent's Last Name Suffix Decedent's First Name MI H O F F M A N J R F R A N k; J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW Q 1. Original Return 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 1 (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telepho~ Number '' C H R I S T O P H E R E R I C E? 1 7 2~-,-~3 3 .` 3' 4 -,:, First line of address M A R T S O N L A W O F F I C E S Second line of address 1 0 E H I G H S T City or Post Office State ZIP Code C A R L I S L E P A 17 0 1 3 Correspondent's a-mail address: C R I C E a9 M A R T S O N L A W. C O M t.__ .~ ~__, :~:i DATE FILED 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 belle(, 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. SIGNATURE OF PERSON RESPONSIBLE FOR F ING ETURN, D DRESS T '~ " (~-~-D~ 3240 IDGEWAY ROAD HARRISBURG PA 17109 SIG~AT~R ~EP~R O R'fHAN REPRESENTATIVE DATE 10 E HIGH STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J ~" 1505610240 REV-1500 EX ()ecedent's Name: FRANK J• H O F F M A N, J R• Decedent's Social Security Number 1 9 9 D 7 1 3 5 0 RECAPITULATION 0. D 0 1. ........................................ Real Estate (Schedule A) 1 ... 7 6 7 4 7 3. 8 9 2. Stocks and Bonds (Schedule B) ................................... ... 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. • 4. Mortgages and Notes Receivable (Schedule D) ....................... ... 4. 8 1 5 1 3 0 . 0 2 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)... .... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ... .... 6. 0 . D 0 7. Inter-Vivos Transfers & Miscellaneous N-Probate Property 6 3 5 3 6 1 (Schedule G) ~ Separate Billing Requested ... .... 7. . 8. Total Gross Assets (total Lines 1 through 7) ....................... .... 8. 1 5 8 8 9 5 7. 5 2 9. .............. Funeral Expenses and Administrative Costs (Schedule H) 9. .... 5 3 9 8 5 . 6 7 10. 9 9 ( ) ......... Debts of Decedent, Mort a e Liabilities, and Liens Schedule I 10. .... 4 4 3 1 . 1 3 11. ........................... Total Deductions (total Lines 9 and 10) ....11. 5 8 4 1 6. 8 0 12. Net Value of Estate (Line 8 minus Line 11) ........................ .... 12• 1 5 3 0 5 4 0 . 7 2 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 2 5 D D 0 0 an election to tax has not been made (Schedule J) .................. .... 13• . 14. Net Value Subject to Tax (Line 12 minus Line 13) ............ ... ..... .. 14. 1 5 2 8 0 4 0 . 7 2 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 0. 0 0 (a>(1.2) x.o - . 16. Amount of Line 14 taxable 1 5 1 8 0 4 0 7 2 1 s 6 8 3 1 1. 8 3 at lineal rate X .045 . . 17. Amount of Line 14 taxable 1 0 0 0 0. 0 0 17 ], 2 0 0. 0 0 at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18 D • D 0 at collateral rate X .15 . 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 1505610240 Side 2 6 9 5 1 1. 8 3 a :L505610240 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 11 0808 DECEDENT'S NAME Frank J. Hoffman, Jr. STREET ADDRESS 210 Bi S rin Road CITY Nevvville STATE PA ZIP 17241 Tax Payments and Credits: t • Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 64,000.00 B. Discount 3,368.32 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Llne 20 to request a refund. (1) 69,511.83 Total Credits (A * B) (2) 67,368.32 (3) (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,143.51 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ ti. 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? ....................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ ^X 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ ^X 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a} (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 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 percent [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 percent, 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 percent [72 P.S. §9116(a)(1.3)]. Asibling isdefined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT -- ESTATE OF FILE NUMBER FRANK J. HOFFMAN JR. 21 11 0808 All property jointty-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 148 shares, Axcelis Technologies, Inc., COM 265.29 See attached 2. 208 shares, Chevron Corp. New, COM 21,811.97 See attached 3. 5,336 shares, Colgate Pohnolive Co., COM 470,888.66 See attached 4. 504 shares, Eaton Corp., COM 26,156.34 See attached 5. 344 shares, Corn Products Intl, Inc., COM 19,390.42 See attached 6. 168 shares, Exxon Mobil Corp., Com 13,743.45 See attached 7. 162 shares, Monsanto Co New Del, Com 12,080.34 See attached 8. 800 shares, Nextra Energy Inc. 45,878.80 See attached 9. 672 shares, Pfizer, Inc. 13,525.68 See attached 10. 177 shares Prudential Financial, Inc. 11,227.11 See attached 11. 2,688 shares, Delaware Foundation Moderate Allocations ALL-A 30,670.08 See attached 13. 967.26 shares, Vanguard/Wellesley Income Fd., COM 21,908.44 See attached 14. 2,380.892 shares, Vanguard/Windsor Fd, Inc. COM 33,475.34 See attached 15. 1,423.574 shares, Vanguard/Wellington FD, Inc., COM 46,351.57 See attached 16. Accrued dividend on Item 5, Corn Products Intl, Inc., COM 55.04 17. Accrued dividend on Item 7, Monsaonto Co New Del, COM ~ 45.36 TOTAL (Also enter on line 2, Recapitulation) I $ 767 (If more space is needed, inseR additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWE TH OF PENN CASH BANK DEPOSITS & MISC. AL SYLVANIA , , IN rN ' PERSONAL PROPERTY R S DENT DECEDEN ESTATE OF FILE NUMBER FRANK J. HOFFMAN, JR. 21. 11 0808 Include the proceeds of litigation and the date the proceeds were n;ceived by the estate. All property jointy-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Adams County National Bank CD 43203022 ($60,000 + $89.60 interest) 60,089.60 See attached 2. Adams County National Bank checking 1596322 ($3,344.40 + $.04 interest) 3,344.44 See attached 3. F&M Trust Money Managment 7121636 2,552.91 See attached 4. F&M Trust checking 3410439 28,787.82 See attached 5. F&M Trust CD 152996230 ($5,212.11 + $32.30 interest) 5,244.41 See attached 6. Integrity Bank CD 1036397 ($102,967.33 + $131.29 interest) 103,098.62 See attached 7. Integrity Bank CD 1028785 ($100,028.31 + $112.83 interest) 100,141.14 See attached 8. Metro Bank CD 770013704 ($100,000.00 + $145.73 interest) 100,145.73 See attached 9. Sovereign Bank CD 895553341 ($25,249.22 + $9.44 interest) 25,258.66 See attached 10. Sovereign Bank CD 2895553283 ($125,000.00 + $46.98) 125,046.98 See attached 11. Susquehanna Bank CD 10005654875 ($125,413.97 + $47.63 interest) 125,461.60 See attached 12. Susquehanna Bank CD 10007262685 ($125,505.17 + $201.15 interest) 125,706.32 See attached 13. Sale of vehicle 8,900.00 14. Travelers, insurance refunds 700.46 15. Patriot News, refund 18.00 16. Highmark, refund 633.33 TOTAL (Also enter on line 5, Recapitulation) I $ 815,130.02 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NUMBER FRANK J. HOFFMAN, JR. 21 11 0808 This schedule must be completed and filed ii the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUGE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °b~ OF DECD'S INTEREST EXCLUSION (IF APRICABLE) TAXABLE VALUE 1. Clearfield Bank & Trust IRA 49965 6,353.61 100.00 6,353.6] Beneficiaries: Judy H. Schmidt, daughter, 25%; Joyce H. Stinson, daughter, 25%; Barbara H. Fisch], 25%; Gary Lee Hoffman, son, 25% 0.00 TOTAL (Also enter on Line 7, Recapitulation) ~ $ 6,353.61 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER FRANK J. HOFFMAN, JR. 21 11 0808 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Egger Funeral Home, Newville PA 5,545.17 2. Green Ridge Village, funeral luncheon 167.00 3. Funeral Flowers 164.00 4. Organist 40.00 5. Travel expenses for family to plan and attend funeral 1,138.19 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) SVeet Address City State ZIP _ Year(s) Commission Paid: 2, Attorney Fees: MARTSON LAW OFFICES 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation.) Claimant Street Address City State _ Relationship of Claimant to Decedent 4• ~ Probate Fees: Cumberland County Register of Wills 5, I Accountant Fees: 6. I Tax Retum Preparer Fees: 45,150.00 803.50 7. Register of Wills, filing fee Inheritance Tax Return 15.00 8. 1JPS, mailing of Renuncation 12.80 9. EVP stock valuation reports 23.25 10. Additional Probate fee 250.00 11. Merrill Lynch, fees 628.76 12. Short Certificates 28.00 13. Sovereign, fee to obtain date of death value of accounts 20.00 TOTAL (Also enter on Line 9, Recapitulation) 5 53.985.67 ZIP _ If more space is needed, use additional sheets of paper of the same size REV-1512 EX+ (12-OS) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF hlLt NUMtitK FRANK J. HOFFMAN, JR. ___ 21 11 0808 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PPL,, electric service, account payable 105.95 2. Hospice of Central PA, account payable 2,160.00 3. AT&T Services, account payable 30.32 4. Internists of Central PA, account payable 301.00 5. Green Ridge Village, account payable 1,672.15 6. Kuhn Communication, account payable 34.46 7. Bank of America, account payable 107.25 8. Retarn check fee 20.00 TOTAL (Also enter on Line 10, Recapitulation) I $ 4,431.13 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE OF: FRANK J. NUMBER I. 1. 2. 3. 4. 5. II. 1. -IOFFMAN JR. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (Include outs' ht spousal distributions and Uansfers under Sec. 9116 (a) (1.2).J Judy Hoffman Schmidt 3240 Ridgeway Road Harrisburg, PA 17109 Joyce Hoffman Stinson 152 Whitewing Way Floresville, TX 78114 Barbara Hoffman Fischl 135 South Main Street Nazareth, PA 18064 Gary Lee Hoffinan 544 Exte;r Court Ambler, PA 19002 Doris Hoffman Sowers 2916 Bradley Avenue Dallastown, PA 17313 FILE NUMBER: 21 11 0808 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal Lineal Lineal Sibling 379,510.18 379,510.18 379,510.18 379,510.18 10,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Hospice of Central Pennsylvania 1320 Linglestown Road Harrisburg, PA 17110 ___.. __ _...~ .. ~.,T~~ T.,T„~ .~.,~~ Tnvne~ ~ nwTQiai irlnnlc nnl I wl= 13 OF REV-1500 COVER SHEET. I $ AMOUNT OR SHARE OF ESTATE 2,500.00 2 If more space is needed, use additional sheets of paper of the same size. __ _ _ ~~ ~ - b T/ 05/ 21911 12: 25 717-243-1850 r•:~nus~cnarxu 1597 HnRmmV 1597, I,cal~cl1,7o11 MARTSON LAW °°, T. PAGE 02/03 i, .PRANK J. kIOFFMAN, JR., of Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be a Codicil to my Last 1~Vili and Testament dated June Z9, 2010. l . Item 2.b. of said Will is hereby deleted and replaced with the following: Two Thousand, Pive Hundred Dollars ($2,500.00) unto HOSPICE OF CENTRAL PENNSYLVANIA. 2. In all other respects, I hereby ratify and afFrm my said Last Will and Testarnent dated June 29, 2010. IN WITNESS WHEREOF, I have hereunto set my hand and seal this `~ ~ ~ day of July, gal 1. ~~-- ~ - ~ ~"~ -Trt~~c~j{SEAL) Frank J. Hvfi&nan, Jr. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for a Codicil to his Last Will and Testament dated June 29, 2010, in the presence of u,9, who at his r. equ~t, have hereunto subscribed our names as witnesses thereto, in the presence ofthe said Testator and of each other. Wifiess: ~p~,~at, Witness: _~ [_~++;1 <...`~ r= --- [ - -i--', ~•~ O -ri Page 1 of 2 Pages ~C~ ~~ t!~ a __ ___ - 07/05/2011 12:25 717-243-1850 MARTSON LAW PAGE b:~lb3 COMMONWEALTH OF P>rNNSYLVANIA COUNTY OF CUMBERLAND } . SS. We, Frank J. Hoffman, Jr.,~~~-n. ~ ~-~~~ ~~ aad s the Testator az~d the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly swam, do hereby declare to the undersigned authozaty that the Testator signed and executed the instrument as a Codicil to his last Will dated June 29, 2010, and that the Testator has signed ~willingiy, ar~d that the Testator executed it as his free and voluxttary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Codicil as a witness and that to the best of hisJhcr knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~ , r /" Frank J. Hoffman, f~r~Testafoi =~w Witness _ Print Name: ~. a7 Address: 7 ;, ~~)b~~ Witness - - -- -- - -- PrintName: ~`N i~a..~-+ Address: :~'~ ~T.~,c a~ a ,P,.~ Subscribed, sworn to and acknowledged before me by Frank J. Hoffman, Jr., the Testator, and subscribed and sworn to before roe by the witnesses, this day of Notary .Public Page 2 of 2 Pages and 2011. Ft\FILE;S\Clirnts\ 11597 Hoffman\ i 1597. Lh.wi11.2010 `6 ~ Q ~p~ LAST WILL AND TESTAMENT ,; I, FRANK J. HOFFMAN, JR., of West Pennsboro Township, Cumberland County, Peruisylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall. be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other :property not passing under this Will. 2. I give the following specific bequests of cash: a. Ten Thousand Dollars ($10,000.00) unto my sister, DORIS HOFFMAN SOWERS; and b. Two Thousand Five Hundred Dollars ($2,500.00) unto my friend, ELIZABETH BRINTON. 3. All the rest, residue and remainder of my estate I give in equal shares unto my children, JOYCE HOFFMAN STINSON, JUDY HOFFMAN 5CHMIDT, BARBARA HOFFMAN FISCHL and GARY LEE HOFFMAN, absolutely. a. In the event my daughter, JOYCE HOFFMAN STINSON, shall predecease me or fail to survive me by thirty (30) days, and is survived by her husband, DAVID STINSON, then I give my said deceased daughter's share unto her said husband. In the event my said deceased daughter is not survived by her said husband, then my said deceased daughter's share shall be added to the shares of my remaining children as provided in this Item 3. Page 1 of 5 Pages ~~~~ [Initials] b. In the event my daughter, JUDY HOFFMAN SCHMIDT shall predecease me or fail to survive me by thirty (30) days, and is survived by her son, ANDREW SCHMIDT, then I give my said deceased daughter's share unto her said son. In the event my said deceased daughter is not survived by her said son, then my said deceased daughter's share shall be added to the shares of my remaining children as provided in this Item 3. c. In the event my daughter, BARBARA HOFFMAN FISCHL, shall predecease me or fail to survive me by thirty (30) days, and is survived by her husband, CARL FISCHL, then I give my said deceased daughter's share unto her said husband. In the event my said deceased daughter is not survived by her said husband, then my said deceased daughter's share shall be added to the shares of my remaining children as provided in this Item 3. d. In the event my son, GARY LEE HOFFMAN, shall predecease me or fail to survive me by thirty (30) days, and is survived by his wife, DONNA HOFFMAN, then I give my deceased son's share unto his said wife. In the event my deceased son is not survived by his said wife but is survived by issue, then my deceased son's share shall be held by my Trustee, in trust, for the following purposes: (1) I direct that my Trustee shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all expenses incident to the management of the trust, to use and apply as much of the income and principal as may be necessary in the sole discretion of my Trustee:, in equal shares, for the support, well-being and education of my grandsons, NICHOLAS E. HOFFMAN and ALEXANDER J. HOFFMAN. (2) I direct that each of my grandsons shall have the right of withdrawal of his equal share of the principal of said trust as he attains the age of twenty-five (25) years. In the event either of my said grandsons shall fail to attain the age for distribution, then his share shall be held or distributed unto his brother under the provisions of this Item 3, d. (3) Prior to the distribution of the principal, my said Trustee shall have the sole discretion to invade the principal of said trust for the support, maintenance and education of the beneficiary, regardless of age. l~ Initials) Page 2 of 5 Pages To the extent that the same is permitted by law, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation a~iy interest given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity. 4. I nominate, constitute and appoint my daughter, JUDY HOFFMAN SCHMIDT, and my son, GARY LEE HOFFMAN, as Co-Executors of my estate. In the event either is unable or unwilling to so act, then the other may act alone. 5. I nominate, constitute and appoint my daughter, BARBARA HOFFMAN FISCHL, as Trustee under the terms of this Last Will and Testament. 6. I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my Executors and Trustee, or their successors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind firming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executors and Trustee, or their successors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as maybe necessary to ~-" [Initials] Page 3 of 5 Pages carry out any of these powers. In addition, I direct that my Executors shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this o?lI'`~ day of t~ , 2010. ~~'''"`C .~. -~.~~-~'~- (SEAL) Frank J. Hoffinan, Jr. SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request:, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. ~i~,,,c_ s. rt_ ~~G, Page 4 of 5 Pages COMMONWEALTH OF PENNSYLVANIA ) . SS. COUNTY OF CUMBERLAND ) ~]/ ; We, Frank J. Hoffinan, Jr., Christopher E. Rice, and /V~~ ~ ~ a i ~ ~ m t.J~o~ the Testator and the witnesses, respectively, whose names 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 the Testator has signed willingly, and that the Testator 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 the Will as a witness and that to the best ofhis/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. 7,~~r--L Frank J. H an, J ., estator ~./N-lid'- s- /Zu..~. Witness ~. C C~ Witn s / Subscribed, sworn to and acknowledged before me by Frank J. Koffman, Jr., the Testator, and subscribed and sworn to before me b Christopher E. Rice and t3G ~ =< <'- ~ ~ ~~ ~ n , the witnesses, this o2 9'~ day of , 2010. Notary Public COIvUvtONWEALTH OF pE~gyLVANIA NOTARIAL SEAL public Corrine L. Myers, PJotary Carlisle Borough, Cumberland County My commission ex Tres May 27, 201 I Page 5 of 5 Pages Estate Valuation Date of Death: 07/10/2011 Valuation Date: 07/10/2011 Processing Date: 09/24/2011 Estate of: Frank J. Hoffman, Jr. Account: 11597.1 Report Type: Date of Death Number of Securities: 12 File ID: 11577.1.EVP Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 148 AXCELIS TECHNOLOGIES INC (054540109; ACLS) COM NASDAQ 07/06/2011 1.87000 1.74000 H/L 07/11/2011 1.85000 1.71000 H/L 1.792500 265.29 2) 208 CHEVRON CORD NEW (166769100; CVX) COM NYSE 07/08/2011 106.00100 105.07000 H/L 07/11/2011 109.69000 103.75000 H/L 104.865250 21,811.97 3) `i336 COLLATE PALMOLIVE CO (194162103; CL) COM NYSE 07/08/2011 88.75000 67.63000 H/L 07/11/2011 88.67000 87.74000 H/L 88.297500 470,868.66 4) 344 CORN PRODS INTL INC (219023108; CPO) COM NYSE 07/08/2011 56.97000 55.87000 H/L 07/11/2011 56.73000 55.90000 H/L 56.367500 19,390.42 Div: 0.16 Ex: 06/28/2011 Rec: 06/30/ 2011 Pay: 07/25/2011 55.09 6) 168 EXXON MOBIL CORP (302316102; XOM) COM NYSE 07/08/2011 62.53000 81.46500 H/L 07/11/2011 82.11000 81.12000 H/L 81.806250 13,793.45 7) 162 MONSANTO CO NEW (61166W101; MON) COM NYSE 07/08/2011 75.37000 73.66000 H/L 07/11/2011 75.50000 73.75000 H/L 79.570000 12,080.34 Div: 0.28 Ex: 07/06/2011 Rec: 07/08/2 011 Pay: 07/2 9/2011 45.36 8) 800 NEXTERA ENERGY INC (NEE) COM NYSE 07/08/2011 57.69900 57.39000 H/L 07/11/2011 57.33000 56.82500 H/L 57.348500 95,878.80 9) 672 PFIZER INC (717081103; PFE) COM NYSE 07/08/2011 20.29000 20.11000 H/L 07/11/2011 20.18000 19.93000 H/L 20.127500 13,525.68 10) 177 PRUDENTIAL FINL INC (794320102; PRU) COM NYSE 07/08/2011 64.52000 63.97000 H/L 07/11/2011 63.76000 61.97000 H/L 63.430000 11,227.11 Page 1 This report was produced with EstateVal, a product of Estate Valuat ions & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313 -6300. (Revision 6.9.1) Date of Death: 07/10/2011 ~Jaluation Date: 07/10/2011 Processing Date: 09/24/2011 Shares Security or Par Description High/Ask Law/Sid 11) 2688 DELAWARE GROUP FUNDTN EDS (DFSAX) 2 4~ ~ ~• FND MODRTE ALL A NASDAQ Estate of: Frank J. Hoffman, Jr. Account: 11597.1 Report Type: Date of Death Number of Securities: 12 File ID: 11577.1.EVP Mean and/or Div and Int Security Adjustments Accruals Value 07/08/2011 11.91000 Bid 11.410000 30,670.08 12) i:56 DELAWARE GROUP EQUITY FDS I (296093108; DELFX) BALANCED CL A NASDAQ 04/17/2009 13.05000 Hid 13.050000 N/A Last price available on 04/1*/2009 Total value: ti ...639 ~ 481 .80 ,., Total Accrual: $100.40 Total: 639 ~ 582.20 Page 2 This report was produced with EstateVal, a product of Estate Valuations ~ Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.4.1) Estate Valuation Date of Death: 07/10/2011 Valuation Date:, 07/10/2011 Processing Date: 09/29/2011 Shares Security or Par Description 1) '~04 EATON CORP (278058102; ETN) COM NYSE 07/08/2011 07/11/2011 Total Value: Total Accrual: Total: $26,156.39 Estate of: Frank J. Hoffman, Jr. Account: 11597.1 Report Type: Date of Death Number of Securities: 1 File ID: 11597.2 Mean and/or Div and Int Security High/Ask Low/Bid Adjustments Accruals Value 52.58000 51.79000 H/L 52.02000 51.20000 H/L 51..897500 26,156.39 $26,156.34 $0.00 Page 1 This report 'was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.4.1) Estate Valuation Date of Death: 07/10/2011 Estate of: Frank J. Hoffman Jr. Valuation Date: 07/10/2011 Account: 11597.1 Processing Dame: 09/30/2011 Report Type: Date of Death Number of Securities: 3 File ID: 11597.1.evp.vanguard Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 96'7,26 VANGUARD/WELLESLEY INCOME FD (921938106; VWINX) COM NASDAQ 07/08/2011 2) 1423.579 VANGUARD/WELLINGTON FD INC (921935102; VWELX) COM NASDAQ 07/08/2011 3) 2380.892 VANGUARD/WINDSOR FD INC (922018106; VWNDX) COM NASDAQ 07/08/2011 Total Value: Total Accrual: Total: $101,735.35 22.65000 Bid 22.650000 32.56000 Bid 32.560000 14.06000 Bid 14.060000 21,908.44 46,351.57 33,475.34 $101,735.35 50.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricinq Systems, Inc. If you have questions, please contact EVP Systems at (816) 313-6300. (Revision 6.9.1) ACNB BANK August 23, 2011 Martson Law Offices 10 E High St Carlisle PA 17013 Re: Estate of Frank J Hoffman Jr Dear Ms. Otto: The following information is being provided as per your request: Acct. Type Account No. Account Accrued Ownership Principal on Interest D.O.D. to D.O.D. C.D. 900043202022 $60,000.00 $89.60 Individual Checking 1596322 $3,344.40 $.04 Jt w/ Vivian Hoffman Date Joint Date Opened N/A 5/15/10 4/23/03 4/23/03 Inquiries concerning ACNB Corporation stock information should be directed t:o the Registrar and Transfer Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116. Sincerely, Lois A Kime V~ Deposit Services acnb.com • acnbbusiness.com • P.O. Box 3129, Gettysburg, PA 17325 • Phone 717.334.3161 • Toll Free 1.888.334.ACN6 (2262) Z Q LL O ~' = O N ZQ ~ LL' E L O N Z °~ o O N m U~ C O .~ 7 r is 0 0 m r a a c a ~ W o ~ t~ C N O ~ O f0 O • 7 ~ ~ ~ ~ y ~ O ~ ~ ~ O L V ~ YJ O {p ~ O ~ O ~ N O {p .+ = m _ = 2 d ~S LL ~ LLy a ~w !C O N ~0 ~ rn v r n ~ w O ~p ~ ~ N ~ a ~ ~ ~ ~ Y O O N Q ~ H W V N ~ ~ r ~ ~ N m H ~ ~ O ~ N O O ~ V o ~ ~ O ~ ~ ~ ~ S N ~ o ~ 0 0 O ~ o o O ~' M N ~ 1 Z C J $ ~o ~ C ~ r ~ N_ ~ O) ~ M M O u Q C N E ° x y ~ o m c `o 'in c so ~ ~ r _ yS m !5 ~ a ~ ~ ~ n November 7, 2011 Integrity B A N K Integrity Bank 3345 Market Street Camp Hill, PA 17011 RE: Estatie of Frank J Hoffman, Jr SS# 199-a7-1350 DOD: July 10, 2011 Dear Ms Victoria Otto, I am writing in regards to the letter in which you sent inquiring about accounts that Frank J Hoffman Jr. held at Integrity Bank. The following accounts have been located at Integrity Bank held by Frank J Hoffman from date of death to current: Time Deposit #: 102885 Opened: 12-15'-2008 Term: 25-35 months Type: Individual Balance: $100028.31 Accrued Int: $112.83 Time Deposit #: 1036397 Opened: 11-12-2009 Term: 25-35 months Type: Individual Balance: $102967.33 Accrued Int: $131.29 If :[ can assist you further, please feel free to contact me at (717)920-4900 ext. 233 or contact me via email at lbatista~u,integritybankonline.com Sincerely, Lillian Batista Integrity Bank- Market Street Senior Customer Service Rep. 3345 Market Street, Camp Hill, PA 17011 • Phone: 717-920-11,900.877-I-HAVEIT • Fax: 717-920-4'904 • ivww. integritybankonline.com 11/17/2011 11:11 717-920-4666 DEPOSIT SERVICES PAGE 02/02 METRO HANK November 16, 2011 Manson Law pfflces Attn: Victoria L Otto 10 E Htgh St Carlisle PA 17013 3841 Paxton Street 888.937,dp04 Harrisburg, PA 17111 mYmehobank.com RE: Estate of: Frank J. Woffman Tax Iderrtlfieation Number: 199-07-1350 Date of Death:luty i0, 207,1 To Whom It May tencern: 7hls letter is in reference t4 decedent account information you requested for the individual listed above, We are able to provide the following: Account Type: Time Deposit Account nlumher. 7700173704 abate Opened: D4/15/ZOlo Primary Owner: Frank 1, Hoffman PAncipal Balance: $;100000,00 Atcrucdlnterest:$145.73 Oats of Death Balance: $IOD145-73 Please feel free to contact me at (717j 412.6122 If I may be of further assistance. Sincerely, /_...r....~-..,- ... Diana Reynolds f,,/ Metro Bank 5uppart Associate/Deposit Services Nov. 9'. 2011 3:28PM Sovereign Bank ESTATE OF Frank J Hoffrnan Jr SOCfAL SECUR~TX #: 199-07-1350 DATE OF DEATB: July 10, 2011 No, 0024 P, 3 Account #: 2895553283 Type: CD Open date: 9/9/2010 Yn the name of: 1?rank J Hoffman Jr :Date of Death Balance: $125,000.00 :Int.(Y'TD) from 1/1/2011 to 6/30/2011 $773.40 .Acc~-ued zn~texest to date of death; $46.98 Otherlnfo: Account #: 2895553341 Type: CD Open date: 9/11/2010 Yn the name of: Frank J Hoffiman Jr :Date of Death Balance: $25,249.22 :Cnt.('YTD) from 1/1/2011 to 6/30/2011 _ $154.77 .Accrued interest to date of death: X9.44 Other Info: Account #: 2895549026 Type: CD Open date: 2/4/2009 Yn the name of: )crank J Hoffman Jr Date of Death Balance: ___ $0.00 1at.(YTD} from to .Accrued interest to date of death: T ether info; closed 2/4/10 for $5,137.35 Page 1 of 1 November 8, 2011 MARTSON LAW OFFICES 10 EAST HIGH STREET CARLISLE PA 17013 Susquehlr~nn Susquehanna Bancshares, Inc. 26 North Cedar Street P.O. Box 1000 Lititz, PA 17543-7000 Tel 1.800.311.3182 Fax 717.625.4478 RE: Frank J. Hoffman, Jr. Estate DOD: 07/10/2011 SS#: XXX-XX-1350 Tracking # 248506 To Whom It May Concern: In response to your letter of November 4, 201 1, here is the above customer account information as of. July 10, 2011. Account # 1 Account #2 • Account Title: Frank Hoffman Jr Frank Hoffman Jr • Account Type/# CD/10005654875 CD/10007262685 • Date Opened /Maturity 9/04/08 9/15/09 3/04/12 9/15/14 • Interest Rate: 1.98% 2.25% • Account Balance*: $125,413.97 $125,505.17 • Accrued Interest: 47.63 201.15 • YTD Interest: $1,437.87 $1,403.23 *Ac.count balance does not include accrued interest. ® There is no safe deposit box in the name of the decedent. ^ There is a wife deposit box # 0 in the name of the decedent located at the branch name. 11-28'-' 11 11;16 FPOM- BUREAU OAF INDIViDtuL TAXES PO BOX 2ap6oi pennsylVclnia NARRiSBUR6 PA 17128-0603 os-narnlEwTOf'REVEeuE ¢va M,i Er Aft (o5•lU 717-780-3281 INFORMATION NOTICE AN17 TAXPAYER RESPONSE T-131 P0002/0003 F-224 FILE Nd. 21 11-0808 ACN 11177463 DATE 11-25-2011 JUDY H SCHMIDT 3240 RIDGEWAY RD HARRISBURG PA 17109-1021 EST. OF FRANK ,1 HOFFMAN SSN 199-07-1350 DATE OF DEATH 07-10-2011 covr~TY .cuNBERGAND RENIT PAYMENT AND FORKS TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA ].7013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST a CERTIF. C1,EAR FIE l D Bd~TC provttled the tleparUnent with the infornatton Delow, watch was used in calculating the inheritance tax due. ReCOrds indicate than at the death of the above-nawed decedent, you were a ,local owner/Denefitiary of this account. IT you are the spouse oT the deceased and .any amount other than zero is reflected below on the Potential Tax Due ripe, note no tax may be. due, but .You must notify the department oT your relatiopship to the deCeaSQd by checking Box C in PART 1 below and writing "spo'use" in PART 2. If you behave ne tnformati is incorrect. please obtain written correction Prow the financial institution, attach a Copy to tai: form and return ~ tc to the adore address. Please talc 717.787-832) with questions. _, _ COMPLETE PART„ 1_BELOW, * ,$EE. REVERSE SIDE FQR FILING AND PAYMENT I~ISTRUCTIOIN3 Account No. 49465-IRA Date OS-10-2005 To ensure proper credit to the account. two Established copies of this notiea teust acconpanr ACtount Balance ~` 6x353.61 navnent to the,Reyistar ot.Wills. Maw• cheek payabl• to "Register of Wills, A9snt~~, Percent Taxable X 25.000 Amount Subye:4t to TyX ~ 1,588.40 NOTE: If tax pairwents are aado within three Months of thc•dccedont's date Of death, Tax kale X , 045 tletluot a s oa cent discount on the taz dye. Potential Tax Due Any inheritan~o tax dye will bacoae delinQUent $ 71.48 nine wontha after the dale of death. PAQRT TAXPAYER RESPONSE '~-'_" 1 A. ~ The aDOVa lnfornation and tax due is correct. Ron it payaent to the Resister of Wills with #wo copied of this notice to obtain C H EC K a aiacount ar avoid interest, or return this notice to the Roeistar of Wills antl 0 NE an of}ic;al assesa~ent will be IssueO Dy the PA DopartwenL of Revenue. BLOCK ~ 6. ~ The above asset has bean or will D• reported and'tax paid with the Pennsylvania inheritance tax return ONLY ~~~...iii filed by the sstalo ~rcprasDntatiYa. C. ~ The dbeV! inforsa ion is incur and/or tlebt5 and tllductions wars piitl. Conplete PARY 2~ and/or PART below. PART If indicating a diffp~e~t tax rats, please state relationship to decedent: TAX 'RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS t.iNE i- Date Established 1 • 2. Account Balance p ~` S.. Percent Taxable 3 X , 4. Amount Sub9aot to TaX 4 ~ T ... 5. Debts and Deductions 5 - 6. Amount Taxable G ~` 7. Tax Rste ) X e. Tax pus 8 v PA12T DEB75 AND DEDUCTIONS CLAIMEC DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter oh L;hs 5 of TaX Computation) g Under penalties of per5ury, I declare that the facts I reportstl shove are true, correct and complete to the best of my knoalcdaa and belief. H QME C ) WORK C ) TAXPAYER SIGNATURE TEL P ONE NUMBER DATE