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HomeMy WebLinkAbout95-0196 This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General. Assembly, approved 29 June 1953, P.L. 304. AUG 18 200T ? . Date Fran eropoli, ct Division of Vital Records P.O. Box 1528 New Castle, PA 16103 tvvc~T N PEMtNN 9LACK~ COMMONWEALTH OF PENNSYLWINIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ~ 1 d Q R ~ ,~,~ .r ~, ~ r ~ FOR DATES OF DEATH AFTER 12/31/91 CHECK HERE REV - 15 00 EX +(7-s4) INHERITANCE TAX RETURN IF A SPOUSAL POVERTYCREDIT IS CLAIMED RESIDENT DECEDENT FILE NUMBER COMMpNW A OFP NNSY VANIA DEPAR~~~~I~rp Fc~R~vENI}E (TO BE FILED IN DUPLICATE 2195-0196 HARRIS G, PA 17128-0601 WITH REGISTER OF WILLS COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS E Hoa lund Ernest 325 Wesley Drive C SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Mechanicsburg, PA 17055 p 056-05-4382 02/2 7/1995 05/22/1904 E N County Cumberland T (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 A B X 1. Original Return 2. Supplemental Return 3. Remainder Return ~ P C 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82 R C (for dates of death after 12-12-82) ^ 5. Federal Estate Tax Return Required < P S QX 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) O O ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T Cs R N NAME COMPLETE MAILING ADDRESS--- 'm E E John Cam bell Dauphin Deposit'Bank and Trusz Company g T TELEPHONE NUMBER 213 Market Street, 717 257-4472 Harrisbur PA 17105`'' ~. Heal eswre ~acneawe a) (i) None ?. ,: 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Stock/Partnership Interest (Schedule C) (3) None - _~, 4. Mortgages and Notes Receivable (Schedule D) (4) I~o;ne ' E 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Sch. E) (5) 212 , 364': S7 --• C A 6. Jointly Owned Property (Schedule F) (6) None p 7. Transfers (Schedule G) (Schedule L) (7) .None U 8. Total Gross Assets (total Lines 1-7) (8) 212 , 364.87 L 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 19 , 847.99 A Expenses (Schedule H) ~ 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10} 13 , 048.29 O N 11. Total Deductions (total Lines 9 $ 10) (11) 32 , 896.28 12. Net Value of Estate (Line 8 minus Line 11) (12) 179,468.59 13. Charitable and Governmental Bequests (Schedule J) (13) 1 , 500.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 177 , 968.59 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on page 2. (15) 0.00 X = 0 .00 (Include values from Schedule K or Schedule M.) _ 16. Amount of Line 14 taxable at 6% rate (16) 0.00 X .O6 - 0.00 (Include values from Schedule K or Schedule M.) X 17. Amount of Line 14 taxable at 15% rate (17) 177 , 968.59 X .15 - 26 , 695.29 (Include values from Schedule K or Schedule M.) C 18. Principal tax due {Add tax from Line 15, 16 and 17.) (18) 26 695.29 M 19. Credits/Sp Poverty Prior Payments Discount Interest , P U 0.00+ 22,000.00 + 1,157.89 - 0.00 (19) 23,157.89 A 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (ZO) 0 00 T ~ ^ Che~kketeiE you:aria regi~bstfei arefuriiE blYourove~: syrMeiryt . ~ 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 3 , 537.39 N A. Enter the interest on the balance due on Line 21 A. (21 A) 0.00 B. Enter the total of Line 21 and 21A on Line 21 B. This is the BALANCE DUE. (218) ~ 3 , 537.39 Make Cheek Pa able to: Re ister of Wills, A ent - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ~ ~ Under penalties of perjury, l declare that I have examined this return, Including accomparrylrg schedules and statements, and to the best of my knowledge and belief, (t Is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. _ s SIGNAT E OF SON ~ONSI E ~~~C..F RETURN DATE 213 Market Street Harrisbur PA 17105 S ATURE OF PREPARER OT R THAN REPRESENTATIVE ATE Dauphin De~osit_Bank and Trust Company 213 Market Street Copyright (c) 1994 form software only CPSystems, Inc. Harrisburg , PA 17105 Form 1~ (Rev. 7-94) Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute w111 be: •3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 •2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 •1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 •Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK ()C) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a. retain the use or income of the property transferred, . X b. retain the right to designate who shall use the property transferred or its income, g c. retain a reversionary interest; or . R d. receive the promise for life of either payments, benefits or care?. X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? g 3. Did decedent own an 'in trust for' bank account at his or her death? X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 (Rev. 7-94) LAST WILL AND TESTAMENT OF ERNEST HOAGLIIND I, ERDiEST HOAGLIIND, of the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, declare this to-be my last will and revoke any will previously made by me. ITEM I: I devise and bequeath all of my estate of every azture and wherever situate, to my wife, ELNA J. HOAGLDND, if she survives me by thirty (30) days. ITEM II: Should my wife, ELNA J. HOAGLiJi~iD, predecease me, or die on or before the thirtieth day following my death, I make the following disposition of my estate: A. I direct that my Executrix sell all of my real and personal property. B. I bequeath the sum of Five Thousand ($5,000.00) _..~. _.- Dollars to CI]RTIS HOAGLDND, now of 181 Avenue B, Kings Park, ~~~ong Island, New York, if he is living on the thirty-first day following my death. __ i -. y '' C:' I bequeath the sum of Five Thousand ($5,000.00) Dollars to ROBERT HOAGLUND, now of R.F.D. 7, McLaughlin Drive, ,_ Mahopac_, ...New- York, if he is living on the thirty-first day following my death. ,. j D`.~"s~ I bequeath the sum of Three Thousand ($3, 000.88 ) to OSCAR FOSS, now of Quogue, New York, 10942, if he is living _on the thirt first da followin death. Y- y g mY ~ _ __: E. I'give and bequeath the sum of One Thousand Five -- r .- .. ..~~m..~ .:_ _ __ m< Hundred ($1,500.00) Dollars to the Community United Methodist Church, ?Sixteenth and Bridge Streets, New Cumberland, Pennsyl- vaaa, 17070. ' F. With respect to all of the bequests in ITEM II, B through E, inclusive, similar provisions are included in the will of my wife executed this date and it is our intention that each legatee receive only one such bequest so that the bequests are not doubled in the event my wife and I die within thirty days of each other. It is our intention that each of such bequests be satisfied out of the estate of the survivor of my wife and myself {regardless of whether or not the survivor is alive on the thirty-first day after the death of the other} to -2- s~`~ 4;.. the extent possible and to the extent not so satisfied then the unpaid balance of any such bequest shall be satisfied out of the estate of the one first to die. G. I devise and bequeath the residue of my estate, of every nature and wherever situate, in equal shares to such of the following named persons who are living on the thirty- first day following my death: =l. ESTHER DARROW, now of 1083 Twenty-Eight Street, Veto Beach, Florida,. 32960. 2. NANCY HOAGLUND RNIGGA, now of 3008 Darwin Lane, Kokomo, Indiana, 41902. 3. ALVA DAVIDSON, now of 714 Dayton Avenue, Fort Wayne, Indiana; 46507. 4. EDITH HOAGLUND, now of 305-South Val-Vista Drive, Mesa, Arizona, 85204. .._~„s~my intent to create a class gift so that the share of any deceased member shall augment the shares of the others, and if only one member is living on the thirty-first day following my death, that person shall receive the entire residue. -3- ~..~ ~~~ ITEM III: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM IV: I appoint my ,wife, ELNA J. HOAGLUND, Executrix of this my last will. Should my wife, ELNA J. HOAGLUND, fail to qualify or cease to act as Executrix, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of this my last will. ITEM V: I direct that my Executrix and her successors shall not be required to give bond or enter security for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, ERNEST my hand and seal this ~ ~ ~ day of UND, have hereunto, set 1991. ERNEST HOAGLUND -4- SIGNED, SEALED, PIIBLISHED and DECLARED by ERNEST HOAGLUND, the Testator above named, as and for his Last Will and Testament, and in the presence of us, who at his request, in his presence and in the presence of each other, have sub- sc our a s as witnesses. Witness Witness COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND ~~ Address Address I, ERNEST HOAGLUND, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instrument as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ERNEST HOAGLUND Sworn to or affirmed to and ackn/owledged befo a me by ERNEST HOAGLUND, the Testator, this oZb day of , 1991. NOTARIAL SEAL Notary Publ ' c CONSTAP;CE L. KAR! I. t'DTARY Pt1SLIC _ NEVI CUkSERLAND~ PA C...Q'wE.;(.Ara~D CD. MY COMMISSION EXPIP,ES APP.IL 13. iN95 ,. -~' e s' . ~', COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND ..~!~ We, y~ ~~ ~ and <1,1~1 .~ ~ n ~ - N 1 1[~l 4~~1~ , the witnesses whose names are signed to the attached or foregoing instrument, being.. duly qualified according to law, depose and say that we were present and saw Testator(rix) sign and execute the instru- meat as his (her) last will; that Testator(rix) signed willingly:.... and that he(she) executed it as his(her) free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator(rix) signed the will as witnesses; that to the best of our knowledge, the Testator(rix) was at that time eighteen or more years of age, of sound mind ' and under no constraint or undue inf ace.'~n ~! Witness Witness Sworn to or f'rmed to and acknowledged before me by . and ' witnesses, this a~~day of , 1991. , . _. 4 Notary P lic 1i0TARIAI SEAL COWSTANCE L. KRRI.I. NARY PU6LIC NEW CI1FlLERLAHO. PA C01,'BE~LAFFD CO. MY COMMISSIQG EXPIRES APRIL 13, 1995 r: ;.. ..> .. .., ,: :. z k..... .. -_ - ,~;.: ~r S -6- ~ .~, ~ .C . x, ~e y;-. ,,yy~~,, r . „S T 'Y'~ :: en REV- 1508 EX+ (p-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF Ernest Hoaglund SS# 056-05-4382 02/27/1995 Please Print or Type _ FILE NUMBER 2195-0196 (All property jointly-owned with Right of Survlvorshlp must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH Bank Receipts 1 Dauphin Deposit Bank and 6,137.99 Trust Co. Checking Account #0043087450 Accrued Interest 5.21 2 Dauphin Deposit Bank and 96,394.34 Trust Co. Insured Money Market Account #0010299017 - Date of Death Balance Accrued Interest 120.43 3 Harris Savings Bank Money 109,011.68 Market Account #0705004135 - Date of Death Value Accrued Interest 132.25 Miscellaneous Receipts ---------------------- 4 Cash Found 5 Commonwealth of Pennsylvania Employee's Retirement System - Annuity Payments for 12/30/94, 1/31/95 and 2/28/95 6 Commonwealth of Pennsylvania - Annuity Payment payable to Elna Hoaglund due Ernest Hoaglund 11.20 312.45 239.32 ff , TOTAL (Also enter on line 5, Recapitulation) (Attach additional 8 1/2" x 11"sheets if more space is needed.) Copyright (c) 1994 form software only CPSystems, Inc. IS 212,,/364.87 Form 1500 Sch~dule E (Rev. 2-87) REV - 1511 EX . (7-as) SCHEDULE H FUNERAL EXPENSES, COMIMI~<~pAl~ o F PE UYLVANIA ADMINISTRATIVE COSTS AND ~ ~ ~ R~T R S DENT D NT MISCELLANEOUS EXPENSES Please Print or T e ESTATE OF FILE NUMBER 2195-0196 Ernest Hoa lund SS~~ 056-05-4382 02 27 1995 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1 Gingrich Memorials, Inc. - 60.00 Balance Due 2 Gingrich Memorials, Inc. - 60.00 Inscription on Stone B. Administrative Costs: 1. Personal Representative Commissions Dauphin Deposit Bank and Trust Co. 9,494.59 Social Security Number of Personal Representative: 23 -193 - 8833 Year Commissions paid 2. Attorney Fees Stone, Lafaver & Stone 9,494.59 3. Family Exemption 0.00 Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees Cumberland County Register of Wills 305.00 C. Miscellaneous Expenses: 1 Patriot News Company - Cost 69.97 of Advertising and Proof of Publication 2 Cost of Filing First and 300.00 Final Account 3 Cumberland County Law Journal - 40.00 Cost of Advertising and Proof of Publication 4 Postmaster - Certified Mail 23.84 for Notices TOTAL (Also enter on line 9, t 19 47.99 Form 1500 Sch ' ule H (Rev. 7-88) qtr more space is needed, insert additional sheets of same Copyright (c) 1994 form software only CPSystems, Inc. -- REV- 7512 EX+ (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Ernest Hoaglund SS# 056-OS-4382 02/27/1995 Print of Type FILE NUMBER 2195-0196 ITEM NUMBER DESCRIPTION AMOUNT 1 Alert Pharmacy at Bethany 726.30 Village - Medical Expense 2 Bell Atlantic - Telephone 79 28 Expense 3 Cowley Associates - 59.39 Physician Service Expense 4 Dr. Gilbert L. Shover - 40.61 Physician Service Expense 5 Mary Ann Prior, Treasurer - 9.80 1995 Personal Income Tax 6 Sue Carr - Hair Care 48.00 7 State Employees' Retirement 10.41 System - Reimbursement for overpayment of Benefits 8 Statewide Tax Recovery Inc. 20.50 - 1994 West Shore School Taxes 9 United Methodist Homes for 12,054.00 the Aging - Convalescent Home Expense TOTAL (Also enter on line 10, Recapitulation) $ 13 , 48.29 (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. Form 1500 5 edule I (Rev. t-93) REV-1513EX+ (2-87) COMMONWEALTH OF PENNSYLVANIA I SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIE RESIDENT DECEDENT TE FILE NUMBER 2195-0196 Ernest Hoa lured SS# 056-05-4382 02 27 1995 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1 Curtis Hoaglund Nephew $5,000.00 181 Avenue B Cash Bequest Kings Park, NY 11754 2 Robert Hoaglund Nephew $5,000.00 55 McLaughlin Drive Cash Bequest Mahopac, NY 10541 3 Oscar Foss N/A $3,000.00 Box 607 Cash Bequest East Quogue, NY 11942 4 Edith Hoaglund S "ster-in-La 1/4 Residue 305 South Val-Vista Dr. #245 Mesa, AZ 85204 f. ~{, 5 Esther Darrow Sister ~ 4 Residue 1083 28th Street Vero Beach, FL 32960 ,.~ AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY ~ SHARE OF ESTATE B. Charitable and Governmental Bequests: 1 Community United Methodist Church Sixteenth and Bridge Streets New Cumberland, PA 17070 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapb (If more space is needed, insert additional sheets of same size.) Copyright(c)1994 form software only CPSystems, Inc. $1,500.00 Cash Bequest $ l ,.B°00.00 Form 1500 SchecjGle .~ (Rev. 2-87) Estate of: Ernest Hoaglund SS# 056-05-4382 02/27/1995 CONTINUATION SCHEDULE Continuation of Schedule J ITEM RELATION - NUMBER NAME AND ADDRESS OF BENEFICIARY SHIP AMOUNT OR SHARE OF EST 6 Nancy Hoaglund Kingga Niece 7568 W. 250 S Russiaville, IN 46979 7 Alva Davidson Sister 714 Dayton Avenue Fort Wayne, IN 46807 1/4 Residue 1/4 Residue 4 n -~ Register of Ovalle of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters Testamentary No. 1995-40196 PA No. 2195-0195 ESTATE OF HOAGLUND ERNEST Lute o! LOWER ALLEN TOWNSHIP , Doceaaed Social Security No. 056-U5-4382 WHEREAS, on the 13th day of March _ 1995 an instrument anted July 26th 1991 gas admitted tv probate as the last will of~HOAGLUND ERNEST !ate of LOWER ALLEN TOWN9HiP , CUMBERLAND County, who died on the 27th day of February 1995 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Regist®r of Wills in and fox :he County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify :hat I have this day granted Letters TESTAMENTARY :o DAJPHIN_DEPOSYT BANK & TR CO +ho has duly qualified as Executox(rix) end has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, :ARLISLE, PENNSYLVANIA. iN TESTYMONY WHEREOF, Z have hereunto sot triy hand and affixed the seal ~! my Office the 13th day of March 1995. ~ 1 ~ ~ G ~' [!,+ ~,r.r.-. rte,. -~twr **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) S 7 1 I l".:. -_iri TN ! ~ T1'.f rr[ ,~ r[~,~n}rp cr,r1\m r.r .m .. 1 ~ .J: '~:, jl!'1 ~i~D. FC1~.J~_!1V1!L Jitl!Ji l~trl rr T~ ryr--~ -~ _ r A;~. 1'y ~,. , ~ _ ~_~ 1 _ ~ ~~ r. r ' -- .. Shis is to certify that the inforRlatic~n hem giveci is cGrrectiy copied from an triginal certificatt of death duly filed a+ith the as Local Registrar. The original certificate will be forwarded to the State ~'itaJ Kecords Office for permanent filing. 'IAfr~RNiNG It~ tx'Nt~gal tct di~f~ this copy bJJr photost~tT or phvt~gr#ph. ~.,, ,~ • ~`~ - <- Fee for this ccrci~icace #~;ti0 ` ° `~ ~„r~-}~"' ." Local ~i3trar ;~ a, , T 27 ~~~ ~.~ M,qJ~ o ~ Nn. ,~~ Dste ~ COMMONWEAITM Of McNNiYLMRIMA • DEMATM6NT OF MEAL7N • YITAL RECORDi CERTtFJCATE OF DEATH ! D~D@/- vR wu.. Lr swE s+s vlrlrw J~rlie*t IiOaglLUtd 16 DaE er ewe ~w,rL an- ,,,,,-" ;-~-'"' II~~ ~ wrer+le~r os ~0 6 -05 -- 4382 .. .1 M ff1 .iNw-.M+~aYO.~o..hw M. Ywrr t OM Mwlw } A4MRGEiIrry ~Iw.rl4apOwrrh 90 """ ~ ! 22,1904 yn, N.Y. '~ ~ erowr.«. O oa 0 „~ {~ +,,...,,, p a°~"..nr 0 Qry ~OIR 1M1tr ArrM Yi/f1Mn.7w•wt ^IO ~MI1~Yl Gtmberlatid Co . Loaner Allen Twp • ~ r wall, i,.~ ~.~"°"""'". c ''"""'" «..~ White .IrYplldc.ro..~ ~ Mww ... vs MlleD ~ ~.~ EJO •waMppl. St~ecia~, Agent urance Oo. „ 'r d ,~ 2 pla '' •' ., idowed~ 8~i~.+.~eaw..r...a,~ w.. c..a „~... Pennsylvania 325 Wesley Jh'. .~...w +1~M~MMEbM+. Lower P.II McChanicak7urg, PA 17055 ~ ~ "'w.~, ~,.~,,,,,~ ~•.La•ir.w ~. C1snlJe~c'land .~..O.Ewl.wlrr« Ddwaid Eloa land ara yr"~""''""`"' ••.a- 413 Hern~an Avee., pA 17043 .w0 olw aw..E..Q ~++w.w.0 O oEr+~.i .owwl~r •~M ---- -- 2, 1995 Elate Hill Cemetery ,,,~hfremsnatov,m, PJi1 17011 o~ 0?3163-L ~ + r.. .w.«r+r.Y ~ ~M+M++M...MI .,~,.r.r.wn,~.Wr PA 17043 rr~ r ~t al.Yw•.Iwr• d ArJ M y snr. w.luM r~.n Is-a~r.~w~Mw~b- F~elKV /~ ?> M dMMM•IWI~~Y6. • O~w ~/) e irwtivrrrN., ' ° G ~ •t /Z V ~ "y D wC] WW,MnM.IMl1} MwtwErM-D.IIw.Mww .tOAy.rMa~ w.w,rwryrq.,yltiwn.rtuEww 'rl,wwirw QMf r IM ~eellMflRw iwMwlr~ JM MNWr~rrEMrAUMTL ww~ ~ C/1/ZD~v/G OBST.~uIYf~~ /'~Lil~'to d rt ~ tali .47R/,tL fi6arl~~Iy~I~v Ou~1O{a1M~ w.w+rrr....r^ t .. I i. frlw ~~~ ~ OR ~ EfIDr~•w.yr}. . rlr~rwwr. OUE ~1rCOMEOIJtMCi9fk rrwpM9Wf I • I JIM olwrar moll w or °a'°~, °i~ . a,. wn a vuww J. Jqw oE,.M, °~ M,rlwr IMw~M O rl.d..r. O ..~,~•..~, O ~.. O M.O O M~ Mr O M^ D ~rrr C1 GwMwawrwww O ~' a~w AonrA ~•~•.'~ wnw. t+.wy.ltr lluM --- sw. ~, An..~orwawl -.rw.w~w~wr..r..~i~w~i..+.~ .uanrwlnwr•rww+~rrero.waaww.noaw~awenn.2A wremv rrJ~,. wrl M~•w M I.M.I ....... ..... . ..................................... M10.0{IMpMO MID DtiRNTM hltMaAM1TlI~PM~M/~ rtMrMMiwlAwl•t~r..4.N1 OEM 1~/1 ~wwww.r+r+o+MRw.ww.w«ww~.~.wMM^.awe..+.a.awwtNww.~w.•~w.a......... ^ OS3 0 ~. ~/ ............... I r q S ~DICALO{AMDIp{}pO.OMtA ~~0~ 7 i1t AA+fC r~ir~Ml' N~'w ~MrMM MK. YwMI~Wn. M Iw y~lrwr~. ~.~ wwwr~ M M 1Mra. ~M. wt PMw. YM wN M h r~uwaAl roE Q I}~S N ~ ~ ~` j~1 ....... .. ................ t .. .......... Cc..,p Nt1\ p~ 1'7011 tl.~,r~ E iMl7 irov~ yn - i1. T 1F " 4 F ~ 1 . M j -~ .~ r~ r ~ _ _ ` -1-~ 1~~77 ri~,; ~~i'Bi F i:::II~L is;~.~~i L~LFT = ,._ _ __ _ LAST NZLL AND T88TANBNT OF $RNE9'1' EOAGLiJND I, L'RNE5T HOAGLUND, of the Borough of New Cumberland, County of Cumberland, and Commonwealth of Pennsylvania, declare this to be mY last will and revoke any will previously made by me. I~~s 3 devise and bequeath alb. of mY estate of eve~.y nature and wherever situate, to my wife, ELNA J. HOAGLUND, if she survives me by thirty (30j day.. ITL*,M_YY.r Should mY wife, ELNA J. BOAGLUND, predecease me, or die on or before the thirtieth day following my death, I make the following disposition of my estate: A. I direct that my Executrix sell alI of my real and personal property. B. I bequeath the sum of Five Thousand ($5,000.00) Dollars to CU1tTIS BOAGLUND, uow of 181 Avenue 8, Kings Park, Long Island, New York, if he is living on the thirty-first day following my death. -1- s a a u • _ _ ~ r L ,i • i~l L.~~.~~ r r~ ~~.p~u~ .r~~~~~ ~~~r~ ~~, ~,~, ~;~-,,, - - - C. I bequeath the sum of Fiva Thousand ($5,000.00} Dollars to ROBERT ~OAGLUND, now o! R.f'.D. 7, McLaughlin Drive, M~thopac, New York, if he is living on the thirty-first day following my doath~ D. I bequeath the sum of Three Thousand (63,000.00} to OSCAR FOSS, Aow of Quogue, New York, I0942, if he is living on the thirty-f~.rst day fallowing my death. E. I give and bequeath the sum of Ons Thousand Five Hundred (51,500.00} Dollars to the Community United Methodist Church, Sixteenth and Bridge Streets, New Cumberland, Pannsyl- vania, 17070. F. With respect to all of the bequests in ITEM II, B through E, inclusive, similar provisions are included in the will of my wife executed this date and it is our intention that each legatee receive only one such bequest so that the bequests are not doubled in the event my wife and I die within thirty days of each other. It is our intention that each of ouch bequests be satisfied out o! the estate of the survivor of my wlfs and myself (regardless of whether or not the survivor is alive on the thirty-first day after the death of the other) to -2- r __ ..~. Via....... ~'1 .:_..~~__ - the extent possibi~ and to the extent not so satisfied then the unpaid balance of any such bequest shall be satisfied out of the estate of the one first to die. G. 2 devise and bequeath the residue of aty sstnte, of every nature and wherever situate, in equal shares to such of the fo].loainq named persons who are living on the thirty-- first day follow~,t~q mgr deaths 1. ESTHER DARRO~P, now o! 1083 Twenty-Eight Street, Vero Beach,. Florida, 32960. 2. NANCY HOAGLUND RNIGGA, now of 3008 Darwin Lane, Kokomo, Indiana, 41902. 3. ALVA DAVIDSON, now of 714 Dayton Avenue, Fort Wayne, Indiana, 46507. 4- BDITH $OAGLUND, now of 305 South Val-Vista Drive, Mesa, Ari~tona, $5204. It it my intent to create a class gift so that the share of an;~~_:aceased member shall augment the sharQS of the others, and it only one member is living on the thirty-first day following my death, that person shall receive the entire residue. -3- !' I ~' ~ l .~Y •L ~ ~: i direst that all taxes that may be aasesned in consequence of my death, o;E whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estates a^ apart of the expense of the administration of my estate. ITEM Iy: I appoint my wife, ELNA J. 80AGLUND, Executrix of this my Iasi will. 8hvuld my wife, ELNA J. SOAGLUND, fail to quall.fy or cease to act as Executrix, I appoint DAOP$IN DEPOSIT BANK AND TRUST COMpANy, Executor of this mY last will. EM V: I direct that my Executrix and her succeaeors shall not bs required to give bond or enter security for the faithful performance of their duties in any jurisdiction. iN WITNESS WHEREOF, I, ERNEST B LUND, have hereunto set my hand and seal this~~ day of 1991. ERNEST -4- ~~ I `I ~~ i ~ ^ W~ .. i~i .. .._...___ SIGNED, SEALED, PUBLISHED and DECLARED by EFiNEST HOAGLUND, the Testator above named, as and for his Last will and Teectamant, and ih the presence of us, who at his request, in his pressACe and in the presence of eaoh other, have sub- sc our n s as witnesses. -~W-itnwss Witness COMMON9PEALTB Of" PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND ~C„ Address Address I, ERNEST BaAGLUND, the Testator whose mime is signed to the attached or foregoing instrument, having been duly qualified according to law dv hereby acknowledge that I signed and exceuted this instrument as my last will; that I signed it willingly and that I signed it a$ my free and voluntary act for the purposes therein contained. G~~ ERNEST HOAGLUND Sworn to or affirmed to and acknowledged befo a me by BRNEST HOAGLUND, the Testatoz, this oZ~ day of 1991. '_ `.. lroraRla~ s~.4~ CONSrq";ts ~. !(1.Q,i, ~,~, hRY ~t;3tIC Notary Publ ' c Ne1i CUhSER1J+N0, Rp C='~~de:t!.?1;il CO. MY Ca`t~ISSIC-1 £X?IRcS kPR:~ 13, i~95 -5-- h .. ... L ~ i : ,. : y .. .... .... COI~IONAIHALTH OF PBNNSYLVANxA t :SS: COUNTY OP CUMBERLAND ; . We, and ~,,~,+~t •~ - ~` -- ~ i 1[~t 4 ''~ ~] the witnesses whose names are signed to the attached or foregoing iastrument, being duly qualified according to law, depose and say that we were present and saw Testatoz(rix} sign and execute the instru- ment as his{her) last will; that Testator{rix} signed willingly and that he{she} executed it as his{her} free and voluntary aat for the purposes therein expressed; that each of us in the hearing and sight of the Testator(rix} signed the will a-s witnesses; that to the best of our knowledge, the Testator{rix} was at that time eighteen or more years of age, of sound iaind and ender no constraint or undue inf nce. Witness- ~/ Witness Sworn to yr f'~aed to and acktsowledged before ms by witnesses, this a~~day of , 1991. Notary Pu lic ~ora+ru~ sEa~ CONSTANCE L. Kp.~I.F, 80'iAR'f PtiSLIt kEw CUP'PERt,~t~D. PA CUi~IIe~t x.~D CO. MY COFWISStGN EXPIRES APRIL 13. 5445 ..6_ PETITION FOR PROBATE and GRANT OF LETTERS Estate of Ernest Hoagltind also known as No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Deceased. Social Security No. 056-05~43g~ The petition of the undersigned respectfully represents that: Your petitioner(s), who is/ate 18 years of age or older an the execut or named in the last will of the above decedent, dated July 26 , 19~_ and codicil(s) dated The primary executrix, Elna J HoastTund,died Autzust 25, 1993 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at Bethany Village Tower A7 7 pn '' Township, 325 Wesley Drive, Mechanicsburg PA (list street, number and muncipality) Decendent, then :years of age, died February 27 , 19~_, at Bethany V agel 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 $ 225,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) ,Personal property in County $ Value of real estate in Pennsylvvania $ _0_ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters __ Testamentary theron. (testamentary: administration e.t.a.; administration d.b.n.c.t.a.) YN V u e a 'y ~ ~ ohn Cam bell Trust Officer ~:° Dau h o. ar et treet ~~ Harrisburg PA 17105 ~~ - R m in OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF' PENNSYLVANIA COUNTY OF Cumberland } 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. Sworn to or affirmed -and subscribed before me this day of ~' March 19~_ r Register y REV-348 EX (8-42) PA DEPARTMENT OF REVENUE ESTATE INFORMATION SHEET DECEDENT INFORMATION: Enter data as it will appear on ail documents submitted to the department. Name (Last) (Prat) HOAGLUND (Middle) ERNEST Decedent's Social Security Number .Date of Death Date of Birth 056 OS 4382 2-27-95 5-22-04 TYPE FILING: Enter check (r) shark to indicate the naturo of the return to be filed with the department. ®Probate Return ^Joint Assets Only ^Estate Tax On N ^Litigation Purposes (No Other Assets) LETTERS GRANTED. Enter cheick (r) mark to indkatte the naturo of the proceedings at the Register of Wllis Office. (attach additional sheets if explanation is necessary.) Testamentary ^Administration ^No Letters ^Other (Please Explain) ATTORNEY/CORRESPONDENrt Enter all data concerning the attorney or other individual to receive all INFORMATION: tax information and correspondence. Name (Last) (FrstJl (Middle) Supreme Court I.D. N STONE CHARLES H. Street Address 06357 City State Zip Code Telephone Number New Cumberland PA 17070 717-774-7435 PERSONAL REPRESENTATIVE: Enter all data concerning the personal INFORMATION: authorized by the Register of Wills reprosentative(s) of the estate Executor/Administrator Name (Last) r~t~ (Middle) Social Securtty Number John Campbell, Tru~t Officer Dauphin :Deposit Bank and Trust Com an Street Address _ I i 213 Market Street City State Harrisburg PA Zip ~e Telephone Number 17105 257-4472 Co-Executor/Administrator Name (Last) (Prat) (Middle) Social Security Number Street Address i , City State Zip Cade Telephone Number Co-Executor/Administrator Name (Last) (First) (Middle) Social Security Number Street Address City State Zip Code Telephone Number Prepared By Date STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ernest Hoaglund Date of Death: February 27, 1995 Will No. 2195-0196 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. 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 X No (b) The separate Orphans' Court No. (if any) for the personal representative's account is: N/A (c) Did the personal representative state an account informally to the parties in interest? Yes No (d) Copies of 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: ~ ~ ~ , t/d .. ~' ~~wn~ Charles H. Stone, Esquire ~ra~ ~~, . , : ~ '~aa~~ 414 Bridge Street New Cumberland, PA 17070 717-774-7435 L l: l ltf L l ,IHW 96. Capacity: Personal Representative S~`t'~`'''~ '` ``' ` ~''~~ X Counsel for Personal }° '~ ~ ' ~~ t )~~! .~ J°~a Representative RECEIPT FOR PAYMENT Cumberland County - Or hams Court Hanover and High Stree~ Carlisle, PA 17013 HOAGLUND ERNEST File Number 1995-00196 Remarks DAVID 'H STONE ESQUIRE Distribution Of Receipt Receipt Time 213126919 Receipt No. 1004267 Transaction Description Payment Amount Payee Name RELEASE 28.00 CUMBERLAND COUNTY GENERAL FUN Check# 21156 28.00 Total Received......... 28.00 IN THE MATTER OF THE ESTATE OF ERNEST HOAGLUND IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-95-0196 RECEIPT AND RELEASE KNOW ALL MEN BY TBESE PRESENTS that the undersigned does hereby acknowledge receipt from DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of the above. named estate, the following: Principal Cash Amount $34,851.55 plus Income Cash Amount $1,393.24 for a total of $36,244.79 in full payment of the residuary gift to me set forth in Item II.G.(2) of Ernest Hoaglund's will. IN CONSIDERATION of said payment and transfer, the undersigned does hereby release, remise, quitclaim and forever discharge the said Executor of and from all actions, suits, payments, accounts, reckon- ings, claims and demands whatsoever relating to the Estate. IN WITNESS WSERZ,OF, the undersigned has caused this instrument to be executed on the ~l~ day of 1996. ,' / Moc-.~~ W' ness ~. STATE OF . SS: COUNTY OF On this, the ~~~ rte. day of 1996, before me a Notary Public, the undersigned ficer, personally appeared NANCY HOAGLUND KNIGGA, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowl- edged that she executed the same for the purposes therein contained. IN WITNL3S WSI3R~OF, I have hereunto set my hand and seal the day and year first above written. Notary Public -2- IN THE MATTER OF THE ESTATE OF ERNEST HOAGLUND IN THE COURT OF COMMON PLEAS OF • CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-95-0196 RECI3IPT AND RELEASE KNOW ALL ~N $Y T~s$ PRSSENTS that the undersigned does hereby acknowledge receipt from DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of the above named estate, the following: Principal Cash An-ount $34,851.55 plus Income Cash Amount $1,393.24 for a total of $36,244.79 in full payment of the residuary gift to me set forth in Item II.G.(4) of Ernest Hoaglund's will. IN CONSID$RATION of said payment and transfer, the undersigned does hereby release, remise, quitclaim and forever discharge the said Executor of and from all actions, suits, payments, accounts, reckon- ings, claims and demands whatsoever relating to the Estate. IN WITNESS WSl3R130F, the undersigned has caused this instrument to be executed on the day of C. ~~.,,~J ~ (.,~ 1996. Witness j ``~'"Z"'~~- - ~...c~ EDITH HOAGLUND 5'1'A'1"r; OF L' COUNTY OF ~,(.W SS ~~~~o On this, the ~j day o , 1996, before me a Notary Public, the undersig ed officer, personall a y ppeared EDITH HOAGLUND, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WIZ'NE88 WH8R80F, I have hereunto set my hand and seal the day and year first above written. oFFralA~ s~r-~ -' MARY GAANOSTAFF / ~ ,. _ _Q~" Netery PubNc • State o! Adsoaa ~~"-U" MARICOpA COUNTY Mr Co~ntwoa Expros,~, p~,1998 Not ry Publ i c -2- IN THE MATTER OF THE ESTATE OF ERNEST HOAGLUND IN THE COURT OF COMMON PLEAS OF . CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-95-0196 RECEIPT AND RELEASE KNOW ALL MEN BY TBLSE PRESENTS that the undersigned does hereby acknowledge receipt from DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of the above named estate, the following: Principal Cash Amount $34,851.55 plus Income Cash Amount $1,393.24 for a total of $36,244.79 in full payment of the residuary gift to me set forth in Item II.G.(3) of Ernest Hoaglund's will. IN CONSIDERATION of said payment and transfer, the undersigned does hereby release, remise, quitclaim and forever discharge the said Executor of and from all actions, suits, payments, accounts, reckon- ings, claims and demands whatsoever relating to the Estate. IN WITNESS WHEREOF, the undersigned has caused this instrument to be executed on the day of 5~~1 - 1996. ;, .. , Witness ALVA DAV DSEN STATE OF COUNTY OF = SS: On this, the ~ day of 1996, before me a Notary Public, the undersigned officer, personally appeared ALVA DAVIDSEN, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN i~1IT1tE88 118SRSOF, I have hereunto set my hand and seal the day and year first above written. Notary Publi i a ~ ~ q c~ C~~ cr ~~ \14 ~ cam„ -~- ... ,. _.. c.. :~t.,,4:`.yti: '. x .,_,~ '~ `~'~ .3iE~:._~i..~.~ :,. _~.: ,. ATTORNEYS AT LAW IN THE MATTER OF THEE ESTATE OF ERNEST HOAGLUND . IN THE COURT OF COMMON PLEAS. OF CUMBERLAND COUNTY, pE~SYLVANIA • ORPHANS' COURT DIVISION . NO. 21-95-0196 RECEIPT AND RELEASE KNOW ALL MEN BY'TSESE PRESENTS that the undersigned does hereby acknowledge receipt from DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of the above named estate, the following: Principal Cash Amount $34,851.55 plus Income Cash Amount $1,393.24 for a total of $36,244.79 in full payment of the residuary gift to me set forth in Item II.G.(1) of Ernest Hoaglund's will. IN CONSIDERATION of said payment and transfer, the undersigned does hereby release, remise, quitclaim and forever discharge the said Executor of and from all actions, suits, payments, accounts, reckon- ings, claims and demands whatsoever relating to the Estate. IN WITNESS WHEREOF, the undersi re3 has c g- aused this instrument to be executed on the v2~J-pj day of ~f~r~ v~ ~ `~ 1996. ,,i fitness ESTER DARROW l i STATE OF ~~U ~~ °~'q COUNTY OF ~~ o/ ~ ~l n ~ 1/rIP SS On this, the ~~ day of 3~¢~ v,¢ ~ ~~ 1996, before me a Notary Public, the undersigned officer, ersonall a p Y ppeared ESTER DARROW, known to me for satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS ~PSSREOF, I have hereunto set my hand and seal the day and year first above .written. ICIAL A E FAYE THOMPSON ~ ~'~ ~e7.rry~~ NO'T'ARY PUBLIC SPATE OF FLORIDA COMMIS6IONNO.CC3209~0 Notary Public ICY COTS! P, NOV. ,1997 -2- i RED r1-.. i ~f A';:r iil^ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) •~ APP _5 X3:23 Name of Decedent: E~t'nest Hoaglund C~~°' ~~~rt Cumbs ~~~:_ ~ ~., ~'~ Date of Death: February 27, 1995 Will No. 21-95-0196 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on March 31, 1995. Curtis Hoaglund ` 181 Avenue B ~ Rings Park Long Island, NY 11754 -Oscar Foss -` P O Box 607 Quogue, NY 10942 Esther Darrow 1083 Twenty-Eight Street Vero Beach, FL 32960 Alva Davidson 714 Dayton Avenue Fort Wayne, IN 46507 /" Robert Hoaglund R. F. D. 7 McLaughlin Drive Mahopac, NY 10541 Community United Methodist Church ~ Sixteenth and Bridge Streets New Cumberland PA 17070 Nancy Hoaglund Knigga / 3008 Darwin Lane Kokomo, IN 41902 j Edith Hoaglund 305 South Val-Vista Drive Mesa, AZ 85204 Notice has now been given to all persons entitled thereto under rule 5.6(a). r. Charles H. Stone 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative a IN THE COURT mF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION File # 196-1995 FIRST AND FINAL ACCOUNT of Dauphin Deposit Bank and Trust Company, Executor for ESTATE OF ERNEST HOAGLUND, Deceased Date of Death: ~ February 27, 1995 Date of Executor's Appointment: March 13, 1995 Date of First Adve~ttisement of Letters March 31, 1995 Accounting for the Period: February 27, 1995 to November 17, 1995 Purpose of Account:; Dauphin Deposit Bank and Trust Company, Executor, offers this Account to acquaint interested parties with the transactions that have occurred during this Administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional infdrmation or questions or objections can be discussed with: Dauphin Deposit Bank and Trust Company 213 Market Street Harrisburg, PA 17105 (717) 257-4472 PRINCIPAL Receipts: Per Inventory Filed or Balance of Prior Account 212,364.87 This Account 0.00 Net Gain (or Loss) on Sales or Other Disposition/Principal 0.00 212,364.57 Less Disbursements: Debts of Decedent 13,048.29 Funeral Expenses 120.00 Administration Expenses 763.81 Federal/State Taxes 25,537.39 Fees & Commissions 18,989.18 Family Exemption 0.00 58,458.67 Balance before Distributions 153,906.20 Distributions to Beneficiaries 14,500.00 Principal Balance an Hand 139,406 20 For Information: Investments Made Changes in Investment Holdings INCOME Receipts: Per Prior Account Filed This Account Net Gain (or Loss) on Sales or Other Disposition/Income Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Changes in Investment Holdings Combined Balance on Hand -2- 0.00 5,791.13 0.00 5,791.13 218.17 5,572.96 0.00 5,572.96 144,979.16 Page 3 4 4 4-5 5 5 6 7 8 9 10 RECEIPTS OF PRINCIPAL Fiduciary Acquisition Description Value 1995-02-27 Assets listed in the Inventory 212,364.87 and Appraisement as filed _____________ 212,364.87 Total Receipts of Principal 212 364.87 -3- DISBURSEMENTS OF PRINCIPAL Debts of Decedent: 1995-03-28 Alert Pharmacy at Bethany Village - Medical Expense 1995-03-28 Sue Carr - Hair Care 1995-03-28 United Methodist Homes for the Aging - Convalescent Home Expense . 1995-03-29 Statewide Tax Recovery Inc. - 1994 West Shore School Taxes 1995-04-05 Dr. Gilbert L. Shover - Physician Service Expense 1995-04-OS Mary Ann Prior, Treasurer - 1995 Personal Income Tax 1995-04-06 Sue Carr - Hair Care 1995-04-07 Bell Atlantic - Telephone Expense 1995-04-18 Cowley Associates - Physician Service Expense 1995-05-04 State Employees' Retirement System - Reimbursement for overpayment of Benefits Funeral Expenses: 1995-04-26 Gingrich Memorials, Inc. - Funeral Expense 1995-OS-23 Gingrich Memorials, Inc. - Balance Due Administration Expenses: 1995-04-21 Patriot News Company - Cost of Advertising and Proof of Publication 1995-08-14 Stone & Stone, Attorney's-at-Law - Reimbursement for Probate Fee (305.00), Cost of Advertising and Proof of Publication in Cumberland Law Journal (40.00) and Certified Mail Charges (23.84) -4- 726.30 13.00 12,054.00 20.50 40.61 9.80 35.00 79.28 59.39 10.41 13,048.29 60.00 60.00 120.00 69.97 368.84 1995-08-22 Cumberland County Register of Wills - Cost of Filing PA Inheritance Tax Return & Im~entozy Reserve:. Cost of Filing First and Final Account 763.81 25,537.39 p eposit Bank and Trust 9,494.59 Co. - Executor's Fee _____________ 18,989.18 Total Disbursements of Principal 58 458.67 25.00 300.00 Federal and State Taxes: 1995-OS-17 Cumberland County Register of 22,000.00 Wills - PA Inheritance Tax Payment 1995-08-22 Cumberland County Register of 3,537.39 Wills - PA Inheritance Tax _____________ Balance Fees ~ Commissions: Reserves: Stone, iafaver ~ Stone - 9,494.59 Attorney' s Fee Dau hin D -5- ,~ RECEIPTS OF INCOME Interest: 1995-04-03 Capital Reserve Account 1995-04-03 Dauphin Deposit Bank Checking Account #0043087450 - Interest earned after the Date of Death 1995-04-03 ,Dauphin Deposit Bank Checking Account #0043087450 - Closing Interest 1995-04-03 Dauphin Deposit Bank Checking Account #0010299017 - Closing Interest 1995-04-03 Dauphin Deposit Bank Checking Account #0010299017 - Interest earned after the Date of Death 1995-04-10 Harris Savings Bank Account #0705004135 - Interest earned after the Date of Death 1995-05-01 Capital Reserve Account 1995-06-01 Capital Reserve Account 1995-07-03 Capital Reserve Account 1995-OS-O1 Capital Reserve Account 1995-09-01 Capital Reserve Account 1995-10-02 Capital Reserve Account 1995-11-01 Capital Reserve Account Total Receipts of Income -8- 141.62 3.24 6.78 64.06 70.16 176.33 684.85 956.80 757.01 761.35 741.27 678.94 748.72 ------------- 5,791.13 5,791.13 DISBURSEMENTS OF INCOME 1995-06-06 Dauphin Deposit Bank and Trust 105.19 Co. - Commission 1995-09-06 Dauphin Deposit Bank and Trust 112.98 Co. - Commission ------------- 218.17 Total Disbursements of Income 218.17 -9- INCOME BALANCE ON HAND Cash: Uninvested Capital Reserve Account Current Value 11/17/95 0.00 5,572.96 5,572.96 e..-~~.. Fiduciary Acquisition Value 0.00 5,572.96 5,572.96 ----..~~ -10- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Fiduciary Value Acquisition 11/17/95 Value To: Edith Hoagland - 1/4 share of Residue - per Item II G (4) of the Will Principal Cash Income ' Cash 34,851.55 34,851.55 1,393.24 1,393.24 ------------ ------------ 36,244.79 36,244.79 34,851.55 34,851.55 1,393.24 1,393.24 36,244.79 36,244.79 ---__e To: Nancy Hoagland Knigga - 1/4 share of Residue ger Itzm II G {2) of the Will Principal Cash 34,851.55 34,851.55 Income Cash To: Esther Darrow - 1/4 share of Residue per Item II G (1) of the Will Principal Cash Income Cash 1,393.24 1,393.24 36,244.79 36,244 79 ---__.~ -11- .~ To: Alva Davidson - 1/4 share of Residue per Item II G (3) of the Will Principal Cash 34,851.55 34,851.55 Income Cash 1,393.24 1,393.24 36,244.79 36,244 79 144,979.16 144,979.16 ----~ ----~~ -12- '~ AFFIDAVIT Dauphin Deposit Bank and Trust Company, Executor under the Last Will and Testament of ERNEST HOAGLUND, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to its knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. Dauphin Deposit Bank and Trust Company Subscribed and sworn to by before me this day day of 199 Notary Public -13- a REV - 1500 EX . (7-94) D C E D E N T E R C K P S O O E E S T R E C A P I T u L A T 1 O N T A X C O M P u T A T I O N COMttiIONW ~i F P VANIA HARRIS, F~Et INHERITANCE TAX RETURN RESIDENT DECEDENT (TO 9E FILED IN DUPLICATE DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Hoa land Ernest 40CIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH 056-OS-4382 02/27/1995 05/22/1904 DEATH AFTER CHECK HERE FILE NtJNE;ER 2195-0196 DENTS COMPLETE ADDRESS 325 Wesley Drive Mechanicsburg, PA 17055 Cumberland APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER XI 1. Original Rstum t Supplentantal Retum ^ 4. Limited Estate 4a. Futun Irttarest Compromise (for dates of death aMr 12-12-82) [X 6. Decedent Died Testate ~ 7. Decadent Maintained a Livirg Trust (Attach copy of wll) (Attach a copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS John Cam bell Dauphin Deposit Bank and Trust Company TELEPHONE NUMBER 213 Market Street (717) 257-4472 __ _ _ 1. Real Estab (Schedule A) 1 "' 1' None Z Stocks and Bonds (schedule B) (2) None 3. Cbsely HekJ Stock/Partnsrship Interest (Schedule C) (3) 4 Mort a d None . g ges an Notes Receivable (Schedule D) (4) S Cash B k D None . , an eposits $ Miscellaneous Personal Property (Sch. E} (S) 212 364 87 8. Jointly Owned Property (Schedule F) (8) , . None 7. Transfers (Schedule G) (Schedule L) (7) 8 Total G A None . ross ssets (total Lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 19 847 99 Expenses (Schedule H) , . 10. Debts, Mortgage Liabilroes, Liens (Schedule I) {10) 13 048 29 11. Total Deductions (total Lines 9 $ 10) , . 1L Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Nat Value Sub' to Tax (Line 12 minus Line 13) 1S. Spousal Transfers (for dates of de th f a a br 6-30-94) See I , (e) 212,364.87 (11) 32 , 896.28 (12) 179,468.59 (13) 1, 500.00 (14) 177 , 968.59 rrstrucpons for Applicable Percentage on page 2. (1S) 0.00 X = (Include values from Schedule K or Schedule M.) - 0.Ofl 16. Amount of Line 14 taxable at 6% rate (18) 0.00 x .06 = 0.00 (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15% rate (17) 177 , 968.59 X (Include values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Line 15, 16 and 17.) 19. Credits/Sp poverty Prior Payments Discount 0.00 + 22 , 000.00 + Interest 1,157.89 0.00 Z0. If Line 19 is greabr than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. ~r~fita~bi•:....~ .... , .. . 21. M Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21A. B. Enter the total of Line 21 and 21A on Lins 218. This is tlta BALANCE DUE. Make Cheek P able to: R aster of Wiib, A - - BE SURE TO ANSMIER ALL GUESTIONS ON PAGE 2 AND TO RECHECK MATH a o Per ury n t h n r,~ ..r. ~ ~ ~ `~~ ano ownpe[e. r deelaro that all real carafe has been -- --~ ' ~"~~~~ ""eO~ arlo ~~^h• ~ t ny true whkh proparer has any knowledge. rePort~d at true market value. Daelaratlan of pralprar other than tM parsonai nPryenhtlw is based on all IMormatlon of SIGNAT OF SON S NSI E RETURN 213 Market__S_tre_e_t DATE ------------ __ Harrisbur PA 17105 ------"---'-- S ATURE OF PREPARER OT R THAN REPRESENTATIVE Dau bin De os i t Bank and_ _T_r_u_ s_ t Com an ArE ----~-------p------------- -- ~--y----- 213 Market Street CopyNght (c)1994 form software ony CPSystems, lne. Harrisburg , PA 17105 Form (Rev, 7-g4) 15 = 26 , 695.29 (18) 26,695.29 (19) 23 ,157.89 (~) 0.00 (21) 3 , 537.39 ( 21A) 0.00 (21B) 3,537.39 3. AMOUNT RECENED (SEE INSTRUCTIONS) 0.00 Rarrninder Retum (for dabs of death prior to 12-13-82) Federal Estab Tax Retum Required Total Number of Sant Deposit Boxes ^ S. 8. Act ~If48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for fhe use of the spouse. The rates ss prescribed by the statute will be: •3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and t»fore 1/1/96 •2% (.02) will be applicable for estates of decedents dyitt~ on or after 1/1/96 and bebre 1/1/97 •1% (.01) will be appNc~le for estates of decedents dyin0 on or aRer 1/1/97 and bebre 1/1/'96 •Spousal transfers occurring on or after 1/1/96 will be exempt from tnhefltance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: a. retain the use or Income of the Property transferred, ..... .. . b. retain the right to designate who shall use the property transferred or its irx~me, .. .. , c. retain a reversionary interest; or . . . . . . . . . . ..... . . .. . . .. . . . . . . . . . . . . . . . .. . . . d receive the prorr>ise for life of either payments, benefits or care? . .. . 2 If death ocxurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate cortsideratbn? If death occurred after December 12, 1982, did decedent transfer ProP~tY within one year of death without receiving adequate consideration? .. .... .. .. . 3. Did decedent overt an 'in trust for' bank account at his or her death? ... .. .. .. . YOU MUST COMPLE1TE SCH DOLE G AND FILE T AS PARTNOF THESRETUR N. Copyright (c)1984 Corm softwue only CPSystsms, Ine. Form 1500 (Rev. 7-94) REV - 130! EX + (2-8~ COM IN R~SIOAENT D~ECEDE~N~VANIA SCHEDULE E CASH, BANK DEPOSITS AND ~IlscEUANEOUs ESTATE OF - - ••• • • • Please Print or FlLE NUMBER Ernest Hoagland SS# 056-OS-4382 02/27/1995 2195-0196 -owned wlfh R of Survlvorsh must b~ diadoab an Sched~ ITEAA NUMBER DESCRIPTION VALUE AT DATE Bank.Receipts OF DEATH 1 Dauphin Deposit Bank and Trust Co. Checking Account 6,137.99 #0043087450 Accrued Interest 5.21 2 Dauphin Deposit Bank and Trust Co. Insured Money 96,394.34 Market Account #0010299017 - Date of Death Balance Accrued Interest 120.43 3 Harris Savings Bank Money Market Account #0705004135 - 109,011.68 Date of Death Value Accrued Interest 132.25 Miscellaneous Receipts ---------------------- 4 Cash Found 11.20 5 Commonwealth of Pennsylvania Employee's Retirement System 312.45 - Annuity Payments for 12/30/94, 1/31/95 and 2/28/95 6 Commonwealth of Pennsylvania - Annuity Payment payable to 239.32 Elna Hoagland due Ernest Hoagland TOTAL Also enter on Tine s, Rec itulatbn) Z 212 , 364.8 7 Copyri8ht(c)1884torm sottwsrs only CPSystsms, I cAttach additlonal S 1/2" x 11" sheets if more space is needed.) Farm 1500 Schedule E (Rev. 2-37) REV - 1511 EX + (7-ga) ~M~V~.E H ~~ oo~ ~q~~~~i~f`" iW1A ~~,y 'Tf M~~COST'S AID ESTATE OF ~ pip p~ a PILE MJMBER Ernest Hoa land S 056-OS-4382 02 27 1995 2195-0196 ITEM NICER DESCRIPTION A. Funeral Expenses: AMOUNT 1 Gingrich Memorials, Inc. - Balance Due 60.00 2 Gingrich Memorials, Inc. - Inscription on Stone 60.00 E• Administratlvs Costs: ~• Personal Rspreserrtatnre Corrrnissions Dauphin Deposit Bank and Trust Co. Social Security Number of Personal Representative: 23 -193 - 8833 9 , 494.59 Year Commissions paid ~• AttomeyFees Stone, Lafaver & Stone 9,494.59 3• ~ Farniy Exemption Claimant Relationship 0.00 Address of Claimant at decedent's death Street Address Ctty State Zip Cods ~. Probate Fses Cumberland County Register of Wills 305.00 C• MbeeiVnwus ; 1 Patriot News Cc®tpany - Cost of Advertising and Proof of 69.97 Publication 2 Cost of Filing First and Final Account 300.00 3 Cumberland County Law Journal - Cost of Advertising and Proof 40.00 of Publication 4 Postmaster - Certified Mail for Notices 23,84 TOTAL (Also enter on Gne 9, Roca itulation) S 19, 847.99 (M mon span is needed, insert additlonai sheets of same size.) Copyright (e) 199 form aoftwaro orUy CPSyst~, Inc. Form 1'JOOseh.dws H(Rev.7-ea) REV- 1512 EXa (1-Y3) COMMONWEALTH OF PENNSYLVANIA ~HEDULE 1 INHERITANCE TAX RETURN DEBT$ OF DECEDENT, RESIDENT DECEDENT MORTGAGE I..IABILfT1ES eNn ~ teu~ ee......r .r _...... ~ .,..- - - -- -- --- PteaN PrMt o1 FliLE NUMBER Ernest Hoagland SS# 056-OS-4382 02/27/1995 2195-0196 ITEM NUMBER DESCRIPTION 1 Alert Pha AMOUNT rmacy at Bethany Village - Medical Expense 726.3C 2 Bell Atlantic _ Telephone Expense 79 28 3 Cowley Associates - Physician Service Expense 59.39 4 Dr. Gilbert L. Shover - Physician Service Expense 40.61 5 Mary Ann Prior, Treasurer - 1995 Personal Income Tax 9.80 6 Sue Carr - Hair Care 48.00 7 State Employees' Retirement System - Reimbursement for 10.41 overpayment of Benefits 8 Statewide Tax Recovery Inc. - 1994 West Shore School 20.50 Taxes 9 United Methodist Homes for the Aging - Convalescent 12,054.00 Home Expense TOTAL Also enter on Tine 10, Rec itulatlon) i 13 048.29 (If more space is needed, insert addillonal sheets of same size.) ' Copyright (c) 1994 form software only CPSyatems, Inc. Form 1500 Schedule I (Rav. 1-93) REV-f5t3EX+ (y-s~ COM NR~81 EN~C7~s~E~h~NANIA SCHEDULE J ~~._ __ BENEFlCIARt;Es Ernest Hoa land SS# 056-OS-4382 02 27 1995 ITEM NUMBER NAME AND ADDRESS OF BENEFlCIARY A. Taxable Bequest: 1 Curtis Hoagland 181 Avenue B Kings Park, NY 11754 2 Robert Hoagland 55 McLaughlin Drive Mahopac, NY 10541 3 Oscar Foss Box 607 East Quogue, NY 11942 4 Edith Hoagland 305 South Val-Vista Dr. #245 Mesa, AZ 85204 5 Esther Darrow- 1083 28th Street Vero Beach FL 32960 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY 8. Charitable and Governmental Bequest: 1 Community United Methodist Church Sixteenth and Bridge Streets NEw Cumberland, PA 17070 2195-0196 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Nephew $5,000.00 Cash Bequest Nephew I $5,000.00 Cash Bequest N/A I $3,000.00 Cash Bequest ter-in-Law 1/4 Residue Sister ~ 1/4 Residue AMOUNT OR SHARE OF ESTATE $1,500.00 Cash Bequest TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Also enter on Nne.13, R ltulation (If more space is needed, insert additbnal sheet of same size.) s 1, 500.00 Copyright (c)1GB4 form softwus only CPSystams, Ina Form 1600 Schaduls J (Rsv. 2-57) • Estate of: Ernest Hoaglund SS# 056-OS-4382 02/27/1995 CONTINUATION SCHEDULE Continuation of Schedule J ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATION- AMOUNT OR SHIP SHARE OF EST 6 Nancy Hoaglund Kingga 7568 W. 250 S Niece 1/4 Residue Russiaville, IN 46979 7 Alva Davidson 714 Dayton Avenue Sister 1/4 Residue Fort Wayne, IN 46807 ' _ - - - ~ - -., Inventory of ct~e real and personas estate of ._ _ , - ERNEST HbAGLUND -• -- QeCeased .. 1.' .4. ~_ ~ .~ ~SBE AT~~ S~m.$~ -. - 12 36b 87 . • INVENTORY Estate of: Ernest Hoagland Date of Death: February 27, 1995 County: Cumberland RECEIPTS OF PRINCIPAL Assets Listed In Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Bank Receipts 1 Dauphin Deposit Bank and Trust Co. Checking Account #0043087450 Accrued Interest 2 Dauphin Deposit Bank and Trust Co. Insured Money Market Account #0010299017 Accrued Interest 3 Harris Savings Bank Account Money Market Account #0705004135 Accrued Interest Miscellaneous Receipts 4 Cash Found 5 Commonwealth of Pennsylvania Employee's Retirement System - Annuity Payments for 12/30/94, 1/31/95 and 2/28/95 6 Commonwealth of Pennsylvania - Annuity Payment payable to Elna Hoagland due Ernest Hoagland Subtotal Total Inventory 6,137.99 5.21 96,394.34 120.43 109,011.68 132.25 11.20 312.45 239.32 -------------- 212,364.87 212,364.87 -1- CCMMCNWEALTI~ taF 1•>a'IT~lSTLyAJ+lIA • ~ 'couNnr of ev>Ke~~HD ~ ~: Dauphin Deposit Bank and Trust Company and John Campbell, Asst. Vice Presi ' lent ~ Trust Officer 6aing duly sworn aeeordf"g to law, deposes a"d sa7s Hut t bey are _ Executor of the ~}a}e of Ernest. Hoa land Iata of 325 t e r vege Me bur ~,,,, withi" is a" &trontory rondo (~ Dauphi a os t B a an firu~~a"d Cou"}~,'a.. desas•d and tita+ ~. of the satin o:fata of said deesdan}, eonsisffn9 o f a0 }h, personal prop. i"d »aI fba said Executors the Comreoawoalt6 of Pe",ssylvania, and that the Rguns opposite each ~'}~~ of the !i'wa ~~ ~ nsp} tea! astato eut'side as ~ the dais of d:esdaet"s death, Dauphin Depo t Banke and Trpus ~ ms any'raln• Sworn .Executor of .he E e of E /~ a"d snbseribod bofvn mo, n land /' !/i rv, _ ~/ ~ ~J ~ Iii, ..// Campbell, A' st, ice~sPresident/ Trust n Deposit Bank and Trust Comnar~cer Notarial Seal 213 Market Street, Harrisburg, PA 17101 M Harrisburg Dauphin~CournyP~~ My Commission Expires Oct, 30, 1998 '~~+ Me-nber.PaniaAo-N~ies ~ - ..-- Data of Death ~~~ e... 1995 M~wtb Y~.r 1• A" i"rantory mus} bo f7ad withi" thrsa monthsua#~ +~O"trnent of 2. Il svppleenertt far•rrtory must ba fi7•d within thitiy days of dlseovary of additio a! assets. iro. 3• Additio"a! sh••ts racy (~ attaeh~d as to personalty or malty 4• ~e Article lY, Rdueiarias ~1et of 1949. ,. . O ~ ~.. vv O ~+ ~ ~ ~ yr ~ ~ ~ O a N ~ L ~ b m iJ GI R ~+ W 00 a w ~ , u ~ ~ ~ e ~A n . ~ °' a . d +~ 3 ~. ~ ~ N ' a n"1 V -g ~r O .C • w ~ ~ y ~ ~ O ~ e ~. • r