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Home My WebLink About04-0887Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Edna Mae Hostetter also known as No. 21-2004- Late of Lower Allen Township, Cumberland County, Deceased Social Security No. 198-36-5912 Lancaster County Farmers National Bank, now by consolidation of merger, Wachovia Bank, N.A. Petitioner(s) who is/am 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) [] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executor named in the last Will of the Decedent, dated January 21, 1969 and codicil(s) dated N/A. State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration c.t.a., d.b.n.c.t.a; pendente lite, durante absentia; durante minoritate Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Lancaster County, Pennsylvania, with his/her last family or principal residence at: Messiah Village, 100 Mt. Allen Dr., Mechanicsburg, Lower Allen Township, Cumberland County, Pennsylvania (list street, number and municipality) Decedent, then 95 years of age, died July 26, 2004, at Messiah Village, Mechanicsburg, PA. (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property (if not domiciled in PA) Personal property in Pennsylvania (if not domiciled in PA) Personal property in County Value of real estate in Pennsylvania TOTAL Real Estate situated as follows: ~-~.~ooo.oo : 5,000.00L~jI Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented wi~this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Signature Kim Garrett, Trust Officer, Wachovia Bank, N.A. P. O. Box 3959, 100 North Queen Street, Lancaster, PA 17604 Oath of Personal Representative Commonwealth of Pennsylvania County of Lancaster The Petitioner(s) above-named swear(s) and afffirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this ~ day of ~ ~ 2004. ~roba~J~ Cle(~,' L~nc~Jter Co. By: LANCASTER COUNTY FARMERS NATIONAL BANK, now by cor)/solidation of merger, WACHOVIA BANK, N.A. Kim Garrett, Trust Officer Estate of Edna Mae Hostetter also known as Social Security No.: 198-36-4912 AND NOW, DECREE OF REGISTER No. 21-2004- Date of Death: July 26, 2004 ,2004, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [] of Administration are hereby granted to Lancaster County Farmers National Bank, now by consoldiation of merger, Wachovia Bank, N.A. in the above estate and that the instrument(s), if any, dated January 21, 1969, described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters Short Certificate(s) (2) ~.~'~ Renunciation(s) ( ) Register of Wills Extra Pages (1) 3.00 ITR Attorney: John S. May, Esquire JCP Fee 10.00 I.D. No. 07028 Inventory Other Address: 49 North Duke Street Lancaster PA 17602 Telephone: [717] 299-1t81 TOTAL 59.00 DATE FILED: BLANK WILL I, EDNA MAE HOSTETTER, presently residing at the Messiah Home, 2001 Paxton Street, Harrisburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. ITEM I. I order and direct my Executor, hereinafter named, to pay my expenses of last illness and funeral expenses as soon after my decease as may be convenient. ITEM II. I give and bequeath my antique slant-top desk, if it is still in my possession at the time of my death, unto Reverend C. N. Hostetter, presently residing in Palmyra, Pennsylvania, if living, and if not living, then unto the oldest surviving son of the said Reverend C. N. Hostetter. The said antique slant-top desk is an heirloom, and it is my wish and hope that the said desk shall remain in the possession of the Hostetter family, and preferably in the possession of one who bears the Hostetter name. ITEN III. I give and bequeath any tangible personal property that is stored at the home of Irvin Wolgemuth, Mount Joy, Pennsyl- vania, at the time of my death unto Mr. and Mrs. Irvin Wolgemuth, Mount Joy, Pennsylvania, absolutely, if living, and if not living, then unto their issue, per stirpes. ITEM IV. I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal, of whatsoever nature and kind and wheresoever the same may be at the time of my death, unto Lancaster County Farmers National Bank, Lancaster, Pennsyl-~ vania, IN TRUST, nevertheless, to be added to and form a part of the trust or trusts under a certain Deed of Trust already created by me and dated ~~ I , 1969, as amended from time to time, whether prior to ~or subsequent to the date of the execution of this Will. If such Deed of Trust is not then in existence, the Trustee shall hold such portion subject to th~ame~erm~!~d conditions as are set forth in said Deed of Trust as it~xis~ed! at the time of the execution of this Will or the last C~icil hereto. · (696L) au.tu-~'3,x.ts teas pue pueq ~'tu 3as o3,unaaaq a^eq ! '.-103B3Hr4 SS31,IIIM ~! · aa3snaL £tu 03, pU.L4 £3aadoad aaq3o ~o sa,t3.tanoas ~tu a3nq~3sLP o3 3qBL~ aq3 'uo~3LPPe u L pue 'o3 pa~aaja~ ~Aoqe 3sn~ jo paag aq3 ~apun aa3sn~l pa3ue~6 a~e se 'teuos~ad puc tea~ 'a3e3sa ~ ~o 3uamaBeuea pue 3uo~3soAuL 'uo[saoAuo3 'ares ,uo~3ua3oa jo sao~od peoaq a~es aq3 ao3n3ax3 p~es ~ o3un 6u~3ue~6 puc 6u~A~6''~ua~e3saL puc s~q3 ~o ao3n3ax3 'e~ueAL~suuad 'ao3se3ueq '~uea ~3uno3 ~a3se3ueq 3uLodde puc a3n3L3suo3 'ameu ~ · o3adaq3 33a~qns 3sn~3 aq3 jo LedL3u~d aq3 jo 3no aa3sndL aq3 ~q pied aq [Leqs saxe3 q3ns 3uaAa q3Lq~ ,saL~eL3Ljauaq aq3 o3 san~33e ~oa~aq3 uo~ssassod aaL3 aq3 tL3un pauod3sod aq ~em s3sa~a3uL aapu[ema~ ~o a~n3nj uo saxe3 do '~ta3eLPamm[ PLed aq ~ga saxe3 q3ns ~o3n3ax3 a3ntosqe aq3 u~ 'saxe3 q3ns jo 3~ed ~ue punja~ o3 pa~[nba~ aq~ amL3 ~ue 3e [Leqs 'ast~Jaq3o Jo o3a~aq3 L[3Lpo3 ~ue ~o tL~ sLq3~ ~apun daq3aq~ '~3~ado~d q3ns ~ue uL 3saJa3uL teL3L~auaq uos~ad ~ue ~o aasLAap ~o aa3e6aL ou pue 'a3e3sa ~m jo anpLsa~ aq3~ mo~J pled aq Lteqs 'LLtR SLq3 ~apun sassed ~3dado~d q3ns ~ou ~aq3aq~ 'sasod~nd xe3 q3eap ~oj a3e3sa sso~6 ~m 6uL3n3L3suo3 aq3 o3 33adsa~ q3L~ q3eap ~m jo asne3aq aLqe~ed 6uLmo3aq 'uoadaq3 3sa~a3uL ~ue q3L~ ~aq3a6o3 'joa~aq3 a~n3eu aq3 uL saxe3 ~aq3o pug EDNA MAE HOSTETTER January 21, 'J9 69 LAW OFFICES MAY, GROVE, STORK & RUBIN 49 NORTH DUKE STREET LANCASTERt PENNSYLVANIA 17602 MAY, LAW OfFICes METZGER AND ZIMMERMAN, 49 nOrth DUkE STREET LANCASTER. PENNSYLVania 17602 llP JOhn S. may ~lOhN W. METzgeR Paul S. ZiMMEFtMAN JOhn H. MAY September 2, 2004 LOUIS S. MAY { 1929-1994) 17171299-1181 FAX {7171299-5045 Register of Wills 1 Courthouse Square Carlisle, PA 17013 In re: Edna Mae Hostetter Estate Date of Death: July 26, 2004 Last Will and Testament dated January 21, 1969 Gentlemen: Wachovia Bank, N.A. formerly Lancaster County Farmers National Bank is the named executor under decedent's last will and testament. I took Klm Garrett, a trust officer with the bank, to our Register of Wills Office here in Lancaster County, and the oath was administered. In addition, because we cannot find the original witnesses to the will, and wills at that time could not be made self-proving, I have taken Jodie Gordon, an individual familiar with Edna Mae Hostetter's signature over to our Registers Office, and she has signed the "Oath of Non-subscribing Witness forms. Also, Klm Garrett has signed the "Oath of Unavailability of Witness" form before our Register. There will be one other witness familiar with the signature of Edna Mae Hostetter. Her name is Barbara Dunkel and I will advise her to come to your office to sign the Oath of Non-subscribing Witness. I am enclosing the following: 1. Petition for letters of administration c.t.a, signed by Klm Garrett under seal of the Register of Wills of Lancaster County. Register. 4. 5. 6. the letters 7. 8. The original last will and testament of Edna Mae Hostetter dated January 21, 1969. The Oath of Unavailability of Witness signed by Klm Garrett under seal of our Oath of Non-subscribing Witness, signed by Jodie Gordon under seal of our Register. Oath of Non-subscribing Witness for Barbara Dunkel. An extra copy of the last will and testament of Edna Mae Hostetter to be attached to when you issue them. An original death certificate for Edna Mae Hostetter. Our check # 0015013, payable to you in the amount of $59.00 Register of Wills September 2, 2004 Page - 2 - Please let me know the number and term of this estate and forward the letter to me at my letterhead address. I am sending an extra copy of this letter without enclosures to Barbara Dunkel who when she receives it will come to your office to prove the signature of the decedent. Enclosures CC: Barbara Dunkel Messiah Village 100 Mount Allen Drive Mechanicsburg, PA 17055 Very truly yours, May, ~imerman, LLP By: Klm Garrett, T.O. P.O. Box 3959 100 North Queen Street Lancaster, PA 17604 COMMONWEALTH OF PENNSYLVANIA : : COUNTY OF LANCASTER : SS In the probate of the Last Will and Testament of Edna Mae Hostetter, Late of Lower Allen Township, Cumberland County, Pennsylvania, Deceased. OATH OF UNAVAILABILITY OF WITNESS I, Kim Garrett, Trust Officer, Wachovia Bank, N.A., do say that B. Irene Wolgemuth, Vera Eyster, and Titus M. Books, subscribing witnesses to the above mentioned last Will and Testament, are not readily available to prove the signature of the Testatrix because they cannot be located. Sworn and subscribed before me 2nd day of September, 2004. or thelJRegister ~ ' ~ By: WACHOVIA BANK, N.A. Kim Garrett, Trust Officer zx-ou,--o 7 Register of Wills of Lancaster County, Pennsylvania OATH OF NON-SUBSCRIBING WITNESS Estate of Edna Mae Hostetter No. ~ ~ -C)~ ~O~1~ Late of Lower Allen Township, Cumberland County, Pennsylvania, Deceased Jodie Gordon, a subscriber hereto, being duly qualified according to law deposes and says that she is familiar with the signature of Edna M. Hostetter, Testatrix of the will presented herewith and that she believes the signature on the will is in the handwriting of Edna Mae Hostetter to the best of her knowledge and belief. Sworn to or affirmed and subscribed before me th.is day of ~ 2004. For ter ~o~r~st, 100 North Queen St., P. O. Box 3226-PAA6906 Lancaster, PA 17604 Note: This form must be executed in a Register of Wills Office in Pennsylvania a\ -0 Register of Wills of Cumberland County, Pennsylvania OATH Ol~ NON-SUB$(~RIBING WITNP_~ Estate of Edna Mae Hostetter No. 21-2004- ~7<~--~ Late of Lower Allen Township, Cumberland County, Pennsylvania, Deceased Barbara Dunkel a subscriber hereto, being duly qualified according to law deposes and says that she is familiar with the signature of Edna Mae Hostetter, Testatrix of the will presented herewith and that she believes the signature on the will is in the handwriting of Edna Mae Hostetter to the best of her knowledge and belief. Sworn to o~f~rmecl-and subscribed before this0~ day og~.~3~tbx.. , 2004. me For the Register Note: This form must be executed in a Register of Wills Office in Pennsylvania Barbara Dunkel Messiah Village, 100 Mount Allen Drive Mechanicsburg, PA 17055 (Address) .-DO I05 112 REV 8;88 IFEE FOR THIS CERTIFICATE S2 00i CERT. NO. WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH T5705384 7-28-04 Date ot ~ssue ot This Ce~ification Name of Decedent Sex _ FEH/~E Date of Birth EDNA Social Security No. 4-01_-09 Birthplace ~9~-36-591 2 Date of Death 7-2¢;-04 P~!SYL, V_~ N!A Place of Death Nf~..q.qTAFT VTT,T,A~W. CTTIVI'RW. RT,ANT} T,C)WP.D AT,T,~,'I~T Facility Name - County- - - - City Bo]'ough or T~,~ship - ' Race. WHITE Occupation ROI]'.qI~.K'~I~,PER Armed Forces? (Yes or No) Decedent's Marital Status SINGT,E Mailing Addressl00 MT. AT.T,I~.RT DR MI~C'N'ANI'TC'q~fTI~G Informant T,Ak]'F. Mc)S~PRmmRR __ Funeral Director Name and Address of Funeral Establishment _ _NZSSLE¥ FT3_NE_~_~_% ~O_M_E, LTD. Part I: Immediate Cause Part I1: A~;DP~.W F. REY~ER E. -~_~.IN STREET, MOL%!T .JOY Pennsylvania Other Significant Conditions .., L,~, CHF, HTN, CRF .: ~, Manner of Death Describe how injury ~cdrred: 6,5 Natural [] Homicide L~ Accident [] Pending Investigation [] PA State Interval Between Onset and Death Suicide [] Could not be Determined [] Name and Title of Certfier Address JAMES A. TY13TDAT_,T_,, M.D. 108 T ,OWmf-TW.P (M.D., D.O., Coroner, M.E.) -I-his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the StateVital Rec°rdsOffice forpermanent filing~ ~or~ 36-338 al -- District No. 7-27-04 25 IRTS C~RCLF. RT,TZAREmHTOWN Date Received by Local Registrar Slreet Address City, Borough, Township CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Edna Mae Hostetter Date of Death: July 26, 2004 Will #21-2004-0887 To the Register: I certify that Notice of Beneficial Interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiary/les in the above-captioned estate on November 23, 2004: Crossroads Brethren In Christ Church 800 Donegal Springs Road Mount Joy, PA 17552 Messiah Children's Home, now Messiah Family Services 501 Union School Road Mount Joy, PA 17552 Messiah Village 100 Mt. Allen Drive Mechanicsburg, PA 17055 Brethren in Christ Board of World Missions P. O. Box 390 Grantham, PA 17027 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except: None Additional information may be obtained from the urt~i~rsigned. November 23, 2004 Jo nl~ay, Esqdlire May, k,'letzger and Zimmerman, 49 North Duke Street Lancaster PA 17602 Telephone - [717] 299-1181 LLP Counsel for Personal Representative Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (71 7) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 301 4/8/2005 EDNA MAE HOSTETlER 21-2004-0887 JAMAL KONATA PO BOX 7558/P A1308 JA PHILADELPHIA, PA 191017558 Qty 1 Fee Description INHERITANCE TAX Fee Total 15.00 $15.00 Total: $15.00 Checks should be made payable to the Register of Wills. Tenns: Net 30. Please return one copy of this invoice with your payment. Thank you. Register of Wills of Cumberland County, Pennsylvania INVENTORY ,Deceased No. 21-04-0887 Date of Death July 26, 2004 Social Security No. 198-36-5912 Estate of Edna M. Hostetter also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each Item of said inventory represents its fair value as of the date of the Decedenfs death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IM/e verify that the statements made in this inventory are true and correct. l/'INe understand that false statements herein made subject to the penalties of 18 Pa. e.s. Section 4904 relating to unsworn falsification to authorities. Name of Attomey: John S. May I.D. No.: 07028 Address: 49 North Duke Street Lancaster, PA 17602 Kim E Garrett, Trust Officer Telephone: 717-299-1181 Description Value See Attached Schedule Total $ 21,669.99 (Attach Additional Sheets If necessary) Note: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, Include the value of each item, but such figures should not be extended Into the total ofthe Inventory. Sworn to and subscribed before me this _13th... day of April A.D. 2005 c~/~jd ,:/:/ (j{llLc- Notary Public t...Ci "'"J --l 'c"i' ~'_,': \"Y i';lJbHc I .,'! I.,\;K<.:; ",'r, :.ancast8rG'ounty I ~':'i.~ 11111:~~:~_i-~~!~res Oct 24, ;r~:?,,__, "" ' 'p_"', ~"yIHjrl'i: As~.;nciaboo Of H:J,a;ies \:)-. FILE NUMBER: 21-04-0887 INVENTORY FOR THE ESTATE OF Edna M. Hostetter Who Died on 7/26/04 Cash Wachovia Bank Checking Account 1000390142703 15,143.19 Miscellaneous Parsky Class Action Settlement Proceeds 6,526.80 Total $ 21,669.99 1 I Glenda Farner Slrasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Ki'"'" S. Sohonage, EsCl Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 Bill To: JAMAL KONATA PO BOX 7558/P ADOS v"" INVOICE InvoiceNo: Invoice Date: Estate of: Estate No: 301 4/8/2005 EDNA MAE HOSTETTER 21-2004-0887 PHILADELPHIA, PA 191017558 J' Qty 1 Fee Description INHERITANCE TAX Fee Total 15.00 $15.00 Total: $15.00 ~K* ~.>,. Check~ should be made payable to the &:gister of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. '>vc 'Pel 'J'C; . C'~ c(';) tl1) ~2s- APi) REV-1500 '6S.l/0 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 260601 HARRISBURG. PA 17128-0601 DECE- DENT CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 21 04 0887 COUNTY CODe YEAR NUMBER SOCIAL SECURITY NUMBER Hostetter, Edna Mae 198-36-5912 DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE 07/26/04 04/01/1909 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ 1. Original Return 4. limited Estate 6. Deced8l11 Died Testate {Attach copy of Will) 9. Litigation Proceeds Received ~ 2. Supplemental Return 4a. Future Interest Compromise (dale of death after 12-12-82) 7. Decedent Maintained a Living Trust Attach a copy of Trust) 1 O. ~pousal Poverty Credlt (dale of death between 12-31-g1andl-'-95) 3. Remainder Return 8 (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required o 8. Total Number of Safe Depes. Boxes D 11. Etectiontotax under Sec:. 9113(A) (Attach Sch 0) fll!$1~llMlllmlli!!;!l_lJ!iU\Q;JWW~~il_~:iQQffflltii!ijjjfjitAI,(llllffijlllllA"fjQij$llQ!!~Mb!.tIll!!tQ! NAME COMPLETE MAILING ADDRESS Jarral Konata, Vice President P.O. Box 7558 /PA1308 FIRM NAME (If Applicable) Philadelphia, PA 19101-7558 Wachovia Bank, N.A. TELEPHONE NUMBER (215) 670-6395 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts 01 Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Una 8 minus Una 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount 01 Line 14 taxable at the spousal lax rate, ortransfars under Sec. 9116 (a)(1.2) X .0 (15) 16. Amount of Line 14 taxable at lineal rale 0.00 X.O ~ (16) 17. Amount of Line 14 taxable atsibllng rate 0.00 x.12 (17) 18. Amount of Line 14 taxable at collateral rate 0.00 x.15 (18) ~~: TaxDu~e&!llllileijj.)jQ!jJiij!':IlI#I!l!i,$II~~!l~ijP~M~i'lij!\_!tt{19) NTF 29755 Copyright 2000 GreatlandlNelco LP - Forms Software Only 1. Real Estate (Sohedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested (1) (2) (3) (4) (5) (6) None None None None OFFICIALUSE ONLY 7. Inter-Vivos Transfers & Miscellaneous Non-Probete Property (Schedule G or L) (7) 21,669.99 None c:':' 202,317.08 (8) 19,964.07 7,225.42 (11) (12) (13) 223,987.07 27,189.49 196,797.58 196,797.58 (14) 0.00 0.00 0.00 0.00 0.00 ""'"""."""""""""""""""""""""""""""'ii"""",,'~;;'aJ;;J,Q!!J!MfQ)\N$WlmlW;!):QQi$!li1ll!1$Al!"MlrAI:))i!Nitl\'\lPHll!!(qalro~MA1WI<<}"" .,.~.,-...-..-.,--,~..........,.,....... "':':-.-""":,:,:",:,:,:,:,:",:,:,;,:,,.:.:.:.:.:.;.".;.:.,.:.:.-.'.-" .............................. o PA15001 v- PA REV-1500 EX (5-00) Page 2 Decedent's ComDlete Address: STREET ADDRESS Missiah Villaae 341 Messiah Circle CITY I STATE I ZIP Mechani PA 17055-8620 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousai Poverty Credn B. Prior Payments C. Discount (1) 0.00 Total Credns (A + B + C) (2) 0.00 3. InterestlPenaity IT appIicabie D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Line 1 + Line 31s greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT .;;::.:.~::::;;n~*~ili~:;:!;::fIi;!;:~:~::;:~;]~i:;;~;:::;~;:~:i::::~:::,:.:.:,:,,:.:.:/!::f:fg~:~!~rf:[EE[~fDl1:[~:~~~~[:M[~:fm[mI:t~:~~~:S:;:~~:;:;:;:;'~:;~;;~~........:.;...,..!t[1:~I!~INf~[~:~~:m :I[m1mm:mm~Unf@lnm:H:~:~[!...::~~~:::::::::::::::w;:::::~~:'::r:>',',:~:.,.:::::::~~:~~~L:~7f?~W;,;;';;:; 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; ....................... ......... ....... ! ~ :: ~:::~ :;e~~~~j:n:~:~~;::~:~ .S.h~~I. ~~~ ~~ ~~~~~: ~r~.n~~~~~ .~r.~. i.n~~~~;. . . .' .' .' .' .' ~ .' .' .' .' .' .' ~ .' ~ . . 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? ................................................... 8 8 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 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. Under P.9flBJties of perj,U1Y, I declare that I have examined this return Including accompanying schedules and statements, and to the best of my' knowlEidge and behef, it is true, correct and complete. Declaration 01 preparer other than the personal representative is based on Information of which re rer has an knowled e. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Wachovia Bank, N.A., BY: Jamal Konata, Vice President' 4/06/2005 ADDRESS See Schedule attached SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE (3) 0.00 (4) (5) (5A) (5B) 0.00 0.00 0.00 o o DATE ADDRESS """""':':::::':::':::':::;::' .....;:.,. ::;:::::;:;:::::::::::::::::::':::::;:::;:,:::;:::;:;:~;:;:;::,:::.;.: :':':':':':'::::::::::::::::::'::::'::::::':':::::::;:;:::,:::;:;:::;:::;:,::';':::,:t: : ::;::,;:,,:,;:::::;:,:::::::;:;:::i::;:;::,:::.:.:...... ..::::::::::::::::::::':::......-........................... .,.,.:.:.,.:.:-,.:.:.:.;.:.'.:.,.:.:.:.:.:.:.:.:.:.:.;.:.:.:.,.:.:.:.:.: .....w. ......... F'or'dates"~{deatl1""o~"o~"ai1er'Jui":;"'1';"1'9'94""an'd"bef'oill'Jan~a;Y",';"1'9'9S;"fhe'tl;;'mle"irnposea"o'n'Ule'ne/~~:~:~:'~':i:~~~:i~~':i~\~/i~:i'i~'~':~i~.:~..t"it~"$~~i~ing"s'poos~"i~:-3'% :.;: :'::::::"::':':::::'::":':::::',:;::::;:;::::::,:::::':.:.'.'" [72P.S.89116(a)(1.1)(i)]. For dates of death on or aflerJanuary 1, 1995. the tax rate is imposed on the net value of transfers to or for the use of the surviving spousa is 0% [72 P.S. Ii 9116 (a) (1.1) (ii)}. The statute dnAS not AxernDl a transfer to a surviving spouse from tax, and the statutory requirements for diSClosure of assets and filing a tax return are stili applicable even If the surviving spouse is the only beneficiary. For dates of death on or efterJuly 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 orfor1he use of a natural parent, an adoptive parent, ora stepparent of the child ls 0% [72 P.S.li9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's linea! beneficiaries is 4.5%, except as noted in 72.P.S. Ii 9116(1.2) [72 P.S. %91 16(a)(1)]. The tax rate imposed on the nat value of transfers to orfortha use 01 the decedent's siblings is 12% [72 P.S. Ii 91 16(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. o PA 15002 NTF 29756 Copyright 2000 GreallandlNelco LP . Fonns Software Only Estate of: Edna Mole Hostetter 21-04-0887 The following person(s) are signin::j the return as representative(s) of the estate: Wachovia Bank, N.A. Attn: JanaJ. KDnata, vice President P.O. Box 7558 !PA1308 Philadelphia, PA 19101-7558 REV-150B EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Edna Mae Hostetter 21-04-0887 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on 5ch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 Wachovia Bank, N .A. Checking Account No. 1000390142703 2 Wachovia Bank, N .A. Parsky Class Action Settlerrent 15,143.19 6,526.80 7 CPA81 NTF 10908 Copyright FOlTTlS Software Only, 1997 Nelco, Inc. TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 21,669.99 REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Edna Mae Hostetter SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-04-0887 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side 01 the REV.1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE RELATIONSHIP TO DECD & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE) 1 Decedent create a revocable Deed of 0.00 TIust dated January 21, 1969, Lancaster County Farrers National Bank (now Wachovia Bank, N.A.), trustee: I 2,278.16 Units Wachovia Pr /lbney 2,278.16 Market - Principal Cash Interest accrued to 07/26/2004 1.81 7,630.230688 Units Evergreen Gore 81,185.65 Bond Fund Inst Class I 9,013.750277 Units Evergreen Large 118,801. 23 Cap Equity Fund Class I 50.19 Units Wachovia Pr M:ney 50.19 Market - In.care Cash Interest accrued to 07/26/2004 0.04 TOTAL (Also enter on line 7, Recapitulation) $ 202,317.08 7 CPA01 NTF 10910 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF El:lna M3.e Hostetter SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-04-0887 Debts of decedent must be reDorted on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Nissley Funeral Hare, Ltd- Funeral services 8,255.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 1,084.00 Name of Personal Representative(s) Wachovia Bank, N.A. Social Security Number(s)/EIN No. of Personal Representative(s) 22-1147033 Street Address 123 South Broad Street, P.O. Box 7558 /PAl308 City Philadelphia State PA Zip 19101-7558 Year(s) Commission Paid: 2005 2. Attorney Fees NaIlE: M3.y Metzger & ZimrerTll3Il, LLP 5,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 81. 00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7 Sentinel-Legal- Legal advertisir.g 78.17 8 CurrtJerland Law Jom:na.l- Legal advertisir.g 75.00 9 Wachovia Bank, N.A. - lVbnthly trustee corrmissions paid on 743.90 principal asset rrarket value and incare cash collected 08/10/2004 to 09/10/2004 10 Wachovia Bank, N.A. - Death of Grantor Fee 4,047.00 11 Other miscellaneous administration expenses 100.00 TOTAL (Also enter on fine 9, Recapitulation) $ 19,964.07 7 CPA11 NTF 10911 COPyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Edna Mae Hostetter Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-04-0887 DESCRIPTION AMOUNT 1 Pharrrerica- Balance due for pharmacy services 1,255.38 2 Internists of Central PA- Balance due for rred.ical services 46.42 3 Messiah Village- Balance due for =sing care and rocm and board from 07/14/2004 to 07/25/2004 5,850.00 4 M:>ble X-Ray Irraging, Inc. - Balance due for rred.ical services 73.62 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 7,225.42 Copyright Forns Software Only, 1997 Nelco, Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Edna Mae Hostetter 21-04-0887 RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET 11- NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See Schedule attached Total from =ntinuation page (s) 196,797_58 TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 196,797_58 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. Estate of: Edna Mae Hostetter Sa1EDULE J, Part 2 -- Charitable and Govemrental Distributions Item No. Description 1 Crossroads Brethren in Christ Church 1/5 of Residue 800 Donegal Springs Road lVbunt Joy, PA 17552 2 Messiah Home 1/5 of Residue 100 Mt. Allen Drive Mechanicsburg, PA 17055 3 Messiah Children's Home (Family Services) 1/5 of Residue 501 Union 8ch=1 Road lVbunt Joy, PA 17552 4 Brethren in Christ Board of World Missions 2/5 of Residue 431 Grantham Road, P.o. Box 390 Grantham, PA 17027-0390 TOTAL. (Carry forward to lll3.in schedule) . . . . . . Page 2 21-04-0887 Arrount 39,359.52 39,359.52 39,359.51 78,719..03 196,797.58 Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: E state of: Estate No: 325 4/21/2005 EDNAMAE HOSTETTER 21-04-0887 JAMAL KONATA, VP P.O. BOX 7558/PA 1308 JA PHILADELPHIA, PA 191017558 Qty 1 Fee Description Additional Probate Fee Total 35.00 $35.00 Total: $35.00 o,ecks should be made payable to the Register of Wills. Terms: Net 30. Please rerum one copy of this invoice with your payment. Thank you. \ \ LAW OFFICES MAY, METZGER AN D ZIMMERMAN, LLP 49 NORTH DUKE STREET LANCASTER. PENNSYLVANIA 17602 .JOHN S. MAY .JOHN W. METZGER PAUL S. ZIMMERMAN LOUIS S. MAY (1929 -19S!41 September 26,2004 17171299-'1181 FAX 17171 2991-5045 .JOHN H. MAY .~ :"~.J Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ] I ::,..\; 'i,j.~ '''-1 I I i i I i I I I Enclosed please find the original and one copy of the letter of approval receivled from the Office of Attorney General in the above-referenced estate. Please accept thie original for filing and return the time-stamped copy to me in the envelope I have I I enclosed. Thank you. I I I I I I I I I I I I Re: Edna Mae Hostetter Estate No. 21-04-0887 Dear Sir or Madam: Very truly yours, MAY, METZGER AND ZIMMERMAN, LLP By: Enclosures p.c. Wachovia Bank, N.A. Attention: Patricia A. Jackson, Vice President (wjenc.) COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL TOM CORBETT ATTORNEY GENERAL September 21, 2005 I I I Charitable Trusts and I Organizations Section I 14th FIr., Str9-'Nberry S€1r.are Harrisburg, PAJ 7120".:~,. Tele~h?ne: (717)787-1:17 Facsimile: (717) 787-1 ~~O --) John S. May, Esquire MAY, METZER & ZIMMERMAN, LLP 49 North Duke Street Lancaster, P A 1 7602 Re: Edna Mae Hostetter Trust Under Agreement / No. 21-04-0887 Dear Mr. May: This will acknowledge receipt of your notice under Supreme Court Orphans' Court Rule 5.6 regarding the above-captioned matter. If a formal audit is to be held OAG must be receive notice under Supreme Court Orphans' Court Rule 5.5. I have reviewed the First and Final Account of Wachovia Bank, N.A. Trustee fo~ the Irrevocable Trust under Agreement of Edna M. Hostetter, and have no objection. At your earliest convenience, kindly forward copies of the receipt and releases signed by the charities. Please be advised that the above review was made pursuant to the parens patriae function of this office and has no bearing on any matter unrelated thereto. Be further advised that this no objection is based on the information submitted to the Office of Attorney General and therefore is conditioned upon its accuracy submissions or omissions. ve~:Y2&/ ! John L. Downing 7 Deputy Attorney General J LD/srh .^~"...,..,..~",,,.~m'.._i"""""_""'-i""""",..,_"....,".,;.;;,;,,,,,..._,__....,_ STA TUS REPORT UNDER RULE 6.12 Name of Decedent: Edna M. Hostetter Date of Death: 7/26/04 File Number: 21-2004-0887 Pursuant to Rule 6.12 of the Supreme Court Orphans' Curt Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of the receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 12/6/05 en \.:..:..:.. Wach via Bank, NA - Executor 1-1C7! Kim E. Garrett, Trust Officer Wachovia Bank, NA 100 N Queen Street (P A6907) Lancaster, PA 17603 (717) 291-3431 Capacity: Personal Representative '~.1:;