HomeMy WebLinkAbout04-1196 PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
Register of Wills for the
County of ~a~eff~ in the
Social Security No. ~0 7- / 8'- ~/ ~eceased.
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
f
petitioner(s), who is/are 18 years of age or older an the execu~ ~ ' ~ ~e,~ g~9d
Your
in the last will of the ab~eOeced}nt, dated ~ ~f~o c~ &S - ~ - ,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C~ ,~ ~ e .~ {'- e~ d__ County, Pennsylvania, with
last family or principal residence at Z-,~o,~ ~, c (~-~ ~ c
(list street, number and muncipality)
Decendent, then ~ ~-~ years of age, died '~c ~ ~- c~ ~%,' /' , l~.~c~ yr
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
afte~ 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 $ 25 0/g' ~ ~ o o. a,9
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: ~/-,~. e.
WHEREFORE, petitioner(s) respectfully request(s) the .probate of the last will and codicil(s)
presented herewith and the grant of letters ?ze s'~qz~
theron. (testamentary; adfffinistration c.t.a.; administration d.b.n.c.t.a.)
..: ~ ~ ~ ~ ~, (~ ~ ~, ,m ~0
'
OATH OF'PERSONAL ~PRESENTATIVE
CO~ONWEALTH OF PENNSYLVAN~
COUNTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true an6 correct to the best'of thc knowledge and belief of petitioner(s) and that as personal represen-
tafive(s) ~f the above decedent petitioner(s) w~ll well and tru~he estate according to law.
Sworn [o or affirmed ~nd subscribed ~
befor~me thi~ 5~tq day o.~:
DEC~E OF ?~OBATE AND GI~NT OF LETTERS
the reverse side hereof, satisfactory proof ,having been presjented b]f,o~4-~~
iT iS DECP~ED that the instrument(s) dated ~ ~ / ~ ~//J ~ ~
described therein be admitted tqprobate and~iled 9i rec~;~ as t2~a;t ~ili o;
~d Letters 0e ~_~nk~c~ , -- /
are hereby granted to ~o~',~,.1 /~gC~ ~ C
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $ ATTORNEY (Sup. Ct. I.D. No.)
Renunciation ................ $
$ ADDKESS
TOTAL $
Filed .................... : .............. PHONE
his is to certify that the mfornmtion here given is correctly c{)picd from an original certificate of death duly filed with me as
Local Registrar. Thc original certificate will be forw, arded lo thc ,qtatc Vital Records Office for permanent filing.
WAFINING: It is illegal to duplicate this copy by photostat or photograph.
?~ x,~ 1Loc d Registrar
~ Date
No. 0
,:.,; ~ ::'%
COMMONW~LTH OF PENNSYLVANIA ' DEPARTMENT OF H~LTH ' VITAL RECORDS :;>
CERTIFICATE OF D~TH ,,.~
~E~OECEO~(F,,L~.~) ~ 3316 ~D~m~r 1.20~
Victoria V, Hackenberger . · .
~.Y~. Plafle Count,
C~ OF O~TH CiW. e~. ~ J 1~) hmt
~ Manor Care , ~lo. W e
Cumbermand CaHisle
~ ~n~ ~ IN ~C~S ED~.
~ ~ECE~rS ~ILING ADDRESS (S~ C~. S~. ~ ~) J ~CE~S PA ~ 17, ~ Yin. d,_~--a ~ ~ -
232
308 Th~m Street, P.O. Bo I~,o~ .~ ~~Carlisle
Summerdaie, PA 17093 J(~ Cum~dand
.. Jmes) l~' ~ T~*~E(F~u~'u'~S~herine Olsu~a
~m~.'s ~E (~[ u~d~ ~) Andrew C. Leas ~,. E~,~ .
~~.~t,-p:'~~u~e~e, PA 1~0~3
I~.F~rS~E (Tv~Pm~) Daniel L. Hackenberger l~E~n~'~;'~
~ ~ ~J(~'~"~ 10, 20~ J~ia Hamsburg, PA
/ zl~. ·
~ (S~) ~ m 2ih. m N~E ~D ~ ~ F~IU~
]a~ Mi~ael J. Sha~nis Funeral H~ 2~ Map~ Avenue Ma~l~, PA 17053
~RE ~ FUNE~SER~E LI~ ~ ~ ~NG ~ SU~ J ~E NUMBER 01182~L
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L~ST ~'rLL ~ TEST~%I~ENT OF
VZCTOR'r~, V. H~CKENBER~ER
I, Victoria V. Hackenberger, of Rye Township, Perry
County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and
declare this as my Last Will and Testament as follows:
1. I direct my hereinafter named Executor to pay
my just debts, funeral expenses and costs of administration
of my estate as soon as possible and convenient after my
death.
2. I direct my hereafter named Executor to pay
out of the corpus of my estate, all state inheritance taxes
and federal estate taxes, if any be due, which may be
assessed by reason of my death on property passing under
this my Last Will and Testament, or on property passing to
any person or persons by reason of joint ownership thereof,
such as certificates of deposit, savings bonds, etc. to the
intent and effect that no person shall be required to~
personally pay any Pennsylvania inheritance tax or federal
tax thereon.
3. I give, devise and bequeath all the rest,
residue and remainder of my property, both personal and
real of whatever nature and wheresoever situate t~ my
husband, Leo Hackenberger, provided he survives ~y th~ty~
4. In the event my husband, Leo Ha~erger,
should predecease me or die on or before the.-:.~rt~th
30ti) day following my death, I give, devise afi~equ~th~
~11 he st residue, and remainder of my e~e, M~th~
t
re
p~rsonal ~nd r~l, off ~hat~v~r natur~ and ~h~r~so~r
situate as follows:
A. I direct that my children be given a
period of six (6) weeks in which to divide among themselves
my personal belongings including but not limited to
furniture, household furnishings, and tools, as equally as
possible. In the event that they are unable to arrive at a
satisfactory division of these items, then I direct that my
~IHY A. ~0~0W Executor named hereafter dispose of said items at either
Attorne~ at Law private or public sale and that the proceeds thereof be
2]7 S. Carlisle $1fee$
,.0.~0~0 divided equally among my three sons, Daniel L. Hackenberger,
Richard R. Hackenberger, and William C. Hackenberger.
B. I direct that my Executor named hereafter
liquidate the remainder of my estate, whether real or
personal and wheresoever the same may be situate, and divide
the proceeds of said liquidation equally among my three
sons, Daniel L. Hackenberger, Richard R. Hackenberger and
William C. Hackenberger.
5. I hereby nominate and appoint my husband, Leo
Hackenberger, as Executor of this my Last Will and
Testament. Should my husband, Leo Hackenberger, fail to
qualify or renounces his right to act as Executor, I then
nominate and appoint my son, Daniel L. Hackenberger as
successor Executor of this my Last Will and Testament.
6. I direct that my Executor or his successor
shall not be required to give bond or other security in any
jurisdiction wherein proceedings may be held in connection
with my estate. Nor shall any guardian of property or
persons be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNEB8 ~.R~OF, I hereunto set my hand and
seal this c~~ day o~~ 1998.
W~tnes~
Witness
KATHY A.. MORROW
Attorne,.l at Law
217 S. Carlisle Street
P.O. Box 250
New Bloomfield, PA 17068
COMMONWEALTH OF PENNSYLVANIA *
· SS**
COUNTY OF PERRY *
We, Victoria V. Hackenberger, the testatrix in, and
~t~ ~. ~o£~o~ and k/~ 7'"%~T6¢-...- , the witnesses
to the attached or foregoing instrument, who have signed the
instrument, having been duly qualified according to law do
depose and say:
(a) that I, the testatrix, do hereby acknowledge that
I signed and executed the instrument as my last Will, that I
signed it willingly and as my free and voluntary act for the
purposes therein expressed; and
(b) that we, the witnesses, were present and saw the
testatrix sign and execute the instrument as her last will,
that she willingly signed and executed it as her free and
voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the testatrix signed the
will as a witness and that to the best of our knowledge the
testatrix was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
Witness
~otary Publi~ /
My Commissio~ expires:
Attorney at Law P::' Ccin~ ssion E:~;'.L ~ ~:~: :~', '1" ,
217 S. Carlisle Street
P.O. Box ~0
New Bloomfield, PA 1706~
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: VICTORIA V. HACKENBERGER
Date of Death: 12/1/2004
Will No. 2004-01196
Adm. No.
To the Register:
I certifY that notice of estate administration 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 1/5/2004
Name
DANIEL L. HACKENBERGER
Address
P.O. BOX 232
SUMMERDALE
33 GREAT LAKES DRIVE
ST. PETERS
P.O. Box 60361
HARRISBURG
PA 17093
RICHARD R. HACKENBERGER
WILLIAM C. HACKENBERGER
MO 63376-3225
PA 17106-0361
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
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Date: 1/5/2004
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. KRUG, ESQUIRE
CELL KRUG & HALLER
Address: 1719 NORTH FRONT STREET
HARRISBURG PA 17102
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Telephone (717) 234- 4178
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Capacity:
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Personal Representative
Counsel for Personal
Representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HACKENBERGER DANIEL L
308 3RD STREET
SUMMERDALE, PA 17093
_dhU_ fold
ESTATE INFORMATION: SSN: 507-18-3316
FILE NUMBER: 2104-1196
DECEDENT NAME: HACKENBERGER VICTORIA V
DATE OF PAYMENT: 02/22/2005
POSTMARK DATE: 02/22/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/01/2004
NO. CD 004978
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9,520.00
I
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I
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TOTAL AMOUNT PAID:
$9,520.00
REMARKS: 0 HACKENBERGER
CHECK#103
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
(
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
'R.EV-'1SOO EX + (6-llCl)
'*
COMMONWEALTH Of
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0001
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 4 1 1 9 6
C&i"'"NTYOODE ----vEA~ - - 'NlimiER- -
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DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL)
HACKENBERGER VICTORIA V.
DATE OF DEATH IMM-DD- Year)
SOCIAl SECURITY HUMBER
DATE OF BIRTH (MM-DD- Year)
5 0 7 - 1 8 - 3 3 1 6
THIS RETURN MUST BE FILED IN lXIPL!CATE wrrH THE
REGISTER OF WILLS
12/01/2004 07/12/1921
(IF APPUCABlEj SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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!XlI. Original Return
o 4. Limite<l Estate
00 6. Decedent Died Testate (AttachcopyofWdQ
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (llEofl1ea\t1 afier 12-12-821
o 7. Decedent Maintained a Uving TrustIAtl.icll\:.op..,QfTNStj
o 10. Spousal Poverty Credit (dale 01 dealh Delween 12-31-91 and 1.1-95)
o 3. Remainder Return (date oIl1ealh prior 1t112-1J.$2)
o 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposn Boxes
o I1.ElectionlotaxunderSec.9113(A)~SohOI
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THIS SECTlON'IIIIUSTSE COIIIIPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX JNFORIlllATION SHOULPBE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
HOWARD B. KRUG ESQUIRE 1719 NORTH FRONT STREET
FIRM NAME (I' ApplK:able)
PURCELL KRUG & HALLER
TELEPHONE NUMBER
717-234-4178 HARRISBURG PA 17102
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Sche<lule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, BanK Deposits & Miscellaneous Personai Property
(Schedule E)
8. Jointly Owne<l Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property
(Sche<lule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (Iolal Lines 9 & 10)
12. Met Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Sche<lule J)
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
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375,563.00
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(6)
0.00
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(7)
(8)
375,563.00
(9)
(10)
31,411.39
148,031.52
(11)
(12)
(13)
179,442.91
196,120.09
14. Net Value Subject to Tax (Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
196,120.09
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of line 14taxab~ atsibiing rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
x _(15)
196,120.09 X .045 (16)
X .12 (17)
X .15 (18)
(19)
8,825.40
8,825.40
20 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > SESURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's ComDlete Address:
STREET ADDRESS
308 3RD STREET
CITY I STATE I ZIP
SUMMERDALE PA 17093
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
8,825.40
9 520.00
441.27
Total Credits (A + 8"'C)
(2)
9,961.27
3. InlerestlPenaity if appiicable
D. Interest
E. Penally
T otallnteresVPenalty ( D + E ) (3)
4. If Line 2 is grealer than Line 1 ... Line 3, enler the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This Is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
1,135.87
0.00
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a lransler and: Yes No
a. retain the use or income of the property translened; ........................................................................... 0 00
b. retain the right to designate who shall use the property transfened or its income; ........................................ 0 00
c. retain a reversionary interest; or .'h............____...............................................................................h. 0 00
d. receive the promise lor life of either payments, benefits or care? ............................................................. 0 00
2. if death occurred after December 12, 1982, did decedent transler property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? ___.............. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non.probale property which
contains a beneficiary designation? ................................................. ...................................................... 0 00
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 penalties of pe~ury, I declare thai I have examined this return, including CJXOffipMying schedules and statements, and 10 the best of my knowledge lI'Id belief. it is true, correct a1d complete,
DeclcM"ation of preparer olher thoo the personal representative is based 00 all information of which preparer has any knowledge.
SIG OF PERSON RESPONSI L OR Fill RE N
.s.-/'
P.O. Box 232
Summerdale
SIG~E OF PR OTHE
PA
ADDRESS
NTATIVE
PA 17102
For dates of death on or after Juiy 1, 1994 and belore January 1, 1995, the lax rate imposed on the net value of transfers 10 or lor the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use oflhe surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (iI)].
The statute does not exemot a transfer to a surviving spouse from tax, and the stalulory requirements for disclosure of assets and filing a lax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net vaiue of translers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a slepparent of the child is 0% [72 P.S. 9g116(a)(1.2)].
The lax rate imposed on the net value of transfers 10 or for the use of the decedent's lineal beneficianes is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)).
The tax rate imposed on Ihe net value oftransfers to or for the use of Ihe decedent's sibiings is 12% [72 P.S. 99116(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.
/
"
KATHY A. MORROW
Attorney at law
H7 S. Carlisle Street
P.O. Box 250
I Bloomfleld, PA 17068
LAST WILL AND TESTAMENT OF
VICTORIA V. RACKEHBERGER
I,
County,
memory
declare
Victoria V. Hackenberger, of Rye Township, Perry
Pennsylvania, being of sound and disposing mind,
and understanding, do hereby make, publish and
this as my Last Will and Testament as follows:
1. I direct my hereinafter named Executor to pay
my just debts, funeral expenses and costs of administration
of my estate as soon as possible and convenient after my
death.
2 . I direct my hereafter named Executor to pay
out of the corpus of my estate, all state inheritance taxes
and federal estate taxes, if any be due, which may be
assessed by reason of my death on property passing under
this my Last will and Testament, or on property passing to
any person or persons by reason of joint ownership thereof,
such as certificates of deposit, savings bonds, etc. to the
intent and effect that no person shall be required to
personally pay any Pennsylvania inheritance tax or federal
tax thereon.
3. I give, devise and bequeath all the rest,
residue and remainder of my property, both personal and
real, of whatever nature and wheresoever situate, to my
husband, Leo Hackenberger, provided he survives me by thirty
(30) days.
4. In the event my husband, Leo Hackenberger,
should predecease me or die on or before the thirtieth
(30th) day following my death, I give, devise and bequeath
all the rest, residue, and remainder of my estate, both
personal and real, of whatever nature and wheresoever
situate as follows:
A. I direct that my children be given a
period of six (6) weeks in which to divide among themselves
my personal belongings including but not limited to
furniture, household furnishings, and tools, as equally as
possible. In the event that they are unable to arrive at a
satisfactory division of these items, then I direct that my
Executor named hereafter dispose of said items at either
private or public sale and that the proceeds thereof be
divided equally among my three sons, Daniel L. Hackenberger,
~-U~vA~"-
~ Richard R. Hackenberger, and William C. Hackenberger.
B. I direct that my Executor named hereafter
liquidate the remainder of my estate, whether real or
personal and wheresoever the same may be situate, and divide
the proceeds of said liquidation equally among my three
sons, Daniel L. Hackenberger, Richard R. Hackenberger and
William C. Hackenberger.
5. I hereby nominate and appoint my husband, Leo
Hackenberger, as Executor of this my Last Will and
Testament. Should my husband, Leo Hackenberger, fail to
qualify or renounces his right to act as Executor, I then
nominate and appoint my son, Daniel L. Hackenberger as
successor Executor of this my Last will and Testament.
6. I direct that my Executor or his successor
shall not be required to give bond or other security in any
jurisdiction wherein proceedings may be held in connection
with my estate. Nor shall any guardian of property or
persons be required to give bond for the faithful
performance of their duties in any jurisdiction.
seal
:IN W:ITNESS WHEREOF, I hereunto set
this ~ d.. day ot..::::).~ 1998.
my hand and
::>'::'a.;'~p, #'~'f.<..-1../
u
(SEAL)
~t:1f (J.. m~
mes
~L~ c:C)~ '1 Q,-h ,
witness
KATHY A. MORROW
Attorney at law
217 S. Carlisle Street
P.O. 80x 250
lew Bloomfield, PA 17068
,
COMKONWEALTH OP PENNSYLVANIA *
* ss:
COUNTY OP PERRY *
We, Victoria V. Hackenberger, the testatrix in, and
kIlTH'1 Ii. ll1oe.eoc.J and J.....,.fhl'o, TicAr(,(L , the witnesses
to the attached or foregoing instrument, who have signed the
instrument, having been duly qualified according to law do
depose and say:
(a) that I, the testatrix, do hereby acknowledge that
I signed and executed the instrument as my last Will, that I
signed it willingly and as my free and voluntary act for the
purposes therein expressed; and
(b) that we, the witnesses, were present and saw the
testatrix sign and execute the instrument as her last will,
that she willingly signed and executed it as her free and
voluntary act for the purposes therein expressed; that each
of us in the hearing and sight of the testatrix signed the
will as a witness and that to the best of our knowledge the
testatrix was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
.:>( ~~/ v- J/cw~...L.0,,~
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witness
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My Commissi expires:
KATHY A. MORROW
Attorney at Law
217 S. Cullsle Street
P.O. Box 250
New Bloomfield, PA 17068
':'___,_ '/ Nc,:s.rk:f Si3?!
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REV-1508 EX + (6-98)
*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HACKENBERGER VICTORIA V.
FILE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
1196
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
11.
12.
13.
DESCRIPTION
1 st National Bank Checking Account
#41-474-3 ($14,850 + $2.20 accrued interest)
(Copy of date of death statement attached.)
PSECU S01 Regular Shares savings account
#8503679352
(Copy of date of death statement attached.)
PSECU S04 Checking account
#8503679352
(Copy of date of death statement attached.)
MML Investor Services, Inc.
#HTM-007951
(Copy of date of death statement attached.)
Diamond Rings
Item #1 - Engagement Ring $135; Item #2 -Anniversary Ring $170
(Copy of appraisal attached.)
Coins (Grandchildren)
M - $.36; P - $.36; J - $.36; R - $.36
Miscellaneous coins
Value of Cemetery Plot
Attomey refund for 1/2 hour of fees due to incorrect billing
Highmark Insurance refund
Payment of debt (Mary Klinger)
Irrevocable Burial Trust
Shalonis Funeral Home
(See attached billing of Shalonis Funeral home.)
VALUE AT DATE
OF DEATH
14,853.13
60,036.99
10,002.05
281,353.03
305.00
1.44
49.90
90.00
62.50
299.00
50.00
8,459.96
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
375 563.00
17053-0017
DUNCAN NON OFFICE:
55 South Main Street
Phone: (717) 834-5161
Fax: (717) 834-5639
MAIN OFFICE:
101 Lincoln Street
Phone: (717) 957-2196
Fax: (717) 957-4578
RIDGEVIEW OFFICE:
500 S. State Road
Phorie: (717) 957-2114
Fax: (717) 957-4678
.JANUARY 27, 2005
PURCELL KRUG & HALLER
1719 NORTH FRONT ST
HARRISBURG PA 17102-2392
RE: ESTATE OF VICTORIA V HACKENBERGER
HERE IS THE INFORMATION YOU REQUESTED PER YOUR LETTER OF 1-24-05:
CERTIFICATE OF DEP 3062489
VICTORIA V HACKENBERGER &
SHALONIS FUNERAL HOME
OPEN: 12-27-02
INT RATE: 3.80%
DOD BAL: $6,140.49
DOD INT: 100.37
CLOSED 12-7-04
CERTIFICATE OF DEP 3063814
VICTORIA V HACKENBERGER &
SHALONIS FUNERAL HOME
OPEN: 10-1-04
INT RATE: 3.55%
DOD BAL: $2,200.00
DOD INT: 12.41
CLOSED 12-7-04
CHECKING 41-474-3
ESTATE OF VICTORIA V HACKENBERGER
DANIEL L HACKENBERGER GUARDIAN
OPEN: 10-7-02
INT RATE: .60%
DOD BAL: $14,850.93
DOD INT: 2.20
IF YOU REQUIRE ANY FURTHER INFORMATION, PLEASE FEEL FREE TO CONTACT US.
SINCERELY,
'-8~ ~k--.r
BARBARA RECHER
CUSTOMER SERVICE
PSE(~
the finane/a/link TM
January 31,2005
Account # 8503679352
HOWARD B KRUG
1719 NORTH FRONT ST
HARRISBURG, P A 17102-2392
Dear MR KRUG:
The following is the status of VICTORIA V HACKENBERGER's accouot with PSECU as of the date of death.
Joint Owner's Narne
Date of Death
Date of Birth
NONE - GUARDIANSHIP ACCOUNT
12.01.2004
0712.1921
Share
SOl
S 04
Description
Regular Shares
Checking
Open date
11.01.2004
11.01.2004
Balance
$60,036.99
10,002.05
Accrued Dividend
$0.00
0.00
The dividend earned from November I, 2004 through the date of death was $39.04. The decedent had no loans with
us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in
Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227.
~w(7
Meacie Fairfax
Member Service Representative
Finance Support Unit
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484. (800) 237-7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TDO) . (800) 472-1967 (TOO)
Web Address: www.psecU.com
Savings federally Insured up to $100,000 by the National Credit Union Administration.
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Trust Your Special Moments To Mountz.
July 29, 200S
Dan Hackenberger
308 Third Street
Summerdale, P A 17093
Dear Mr. Hackenberger,
At your request J examined the jewelry you submitted for valuation and have provided an opinion of the
Fair Market Value.
This report is valid ouly in its entirety and the final figure excludes any applicable taxes. You may wish to
take this into consideration when using the report. The value conclusions are subject to limiting conditions
that are set forth in the body of the report. To the best of my knowledge and experience, 1 estimate the
jewelry has a total Fair Market Value of$30S.00 .
Photographs are included with the original report for your reference. I suggest that you keep your copy of
this report in a safe place.
This report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice
(USP AP).
If I can be of any further assistance, please call.
Sincerely,
w-
Helen E. Rider
Enclosures
@t
4520 Jonestown Road. Harrisburg, PA"f7ldif1 (717) 545.7508 . Fax (717) 545-9353
WW"W'.mountzjewelers.com
lit
ROLEX
Table of Contents
. Letter of Transmittal
. Table of Contents
. Purpose
. Intended Use
. Definition of Fair Market Value
. Approach to Value
. Market
. Limiting Conditions
. Subscriptions Retained for Value Consulting
. Metal Markets
. Certification
. List of Laboratory Instruments
. Item Descriptions
This report is valid only in its entirety and for its stated purpose and intended use and was prepared in
accordance with the Uniform Standards of Professional Appraisal Practice (USPAP).
Statements and Limiting Conditions
Purpose
The purpose of this report is to describe and document the quality of the jewelry listed and to estimate its
Fair Market Value.
Intended Use
The intended use of this report is for providing an estate appraisal listing the Fair Market Value for use in
the resolution of the Victoria Hackenberger Estate.
Valnation Date:
Definition nf Fair Market Value
The fair market value is the price at which the property would cbange hands between a willing buyer and
willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of
relevant facts. The fuir market value ofa particular item of property... is not to be determined by a furced
sale price. Nor is the fair market value of an item of property to be determined by the sale price of the item
in a market other than that in which such item is most commonly sold to the public, taking into account
location of the item wherever appropriate. Taken from Treasury Regulation 20.2031-1 (b)
Approach to Value
There are three traditional approaches to value that are as follows:
Income approach: Applies to income producing properties and is used only if an income situation or rental
property can be identified.
Market Data approach: Compares the qualities of the subject item to an article with similar or identical
qualities, and researches and records current verifiable sales of such merchandise.
Cost approach: Establishes the total value of an item by considering the value of its component parts
(precious metal content, gemstone weights and qualities, labor, and any other fees) together with the
appropriate retail markup according to the norms of the jewelers in the locale, supply and demand, and the
current state of the marketplace.
Page 2 of7
Fair Market Value is estimated using the market data approach. Neither the income approach nor the cost
approach apply in establishing Fair Market Value. However, the cost approach to value was used to check
on the reasonableness or market values found.
Market
To value an item a market (and market level) must be recognized. The most appropriate market for jewelry
can vary depending upon the article's age, condition, quality, intrinsic content, aesthetic appeal,
provenance, current fashion trends, artistic interpretation, period of manufucture among others.
The type of retail outlet that most commonly carries the items being appraised is considered to be the most
appropriate market. However, the auction market was also considered as another appropriate market in
establishing Fair market Value for this type of jewelry.
Limiting Conditions
The jewelry described within has been analyzed and graded in accordance with prescribed grading
standards using "state of the art" methods and precision laboratory equipment.
Jewelry constructed solely of, or in combination with, precious metals (i.e. platinum, palladium, yellow or
white gold and/or silver) is tested, analyzed and described for its type and content of such metal. Unless
otherwise stated, all gemstone weights, grades and measurements are approximate and stones have not been
removed from their mountings.
Diamonds are graded with the prescribed grading nomenclature of the Gemologicallnstitule of America
(GIA) and the use of pre-graded permanent master diamond color comparison stones.
Colored stones are color graded with the use of the GIA Gem Set color grading system. Unless otherwise
stated, all colored stones listed on this appraisal report have probably been subjected to various treatments
to improve their appearance. Treatments are considered usual and customary practices when properly
disclosed and when done without intent to defraud the consumer. The treatments are mostly stable and do
not require special care. When a treatment is detected and considered unusual it will be so noted by this
appraiser. Some treatments are reversible and re-treatable. It may be beyond the scope of an appraisal to
determine exact treatment methods or the amount of treatment present. Some treatments require
sophisticated equipment not found in a standard gemological laboratory. Prevailing market values are
based on these universally practiced and accepted processes by the gems and jewelry trade.
Sources are assumed to be reliable and the appraiser does not assume responsibility for their information.
The appraiser assumes the ownership of the subject property is true as stated by the client.
The fees paid for this appraisal do not include the services of the appraiser for any other matter. In
particular, fees paid to date do not include any of the appraiser's time or services in connection with any
statement, testimony or other matters before an insurance company, its agents, employees or any court or
other body in connection with the property herein described.
If the appraiser is required to testify or to make any statements to a third party concerning the described
property and/or appraisal, the applicant shall pay the appraiser for all of such time and services so rendered.
This document is limited to its stated intended use and is invalid if all items listed in the Table of Contents
are not present.
Unless expressly stated, the items appraised are in good condition. Any serious deficiencies and repairs are
noted. Ordinary wear and tear is not noted.
The information in this report is confidentiaL
Page 3 of7
This appraisal process does not discover liens, encumbrances, or fractional interests but, if known, they are
noted.
The limited owner of this appraisal is the party for whom the work was performed.
Possession of this report does not provide title to the items appraised.
Possession of this report, any portion of this report, or any copy thereof; does not include the right of
publication without the appraiser's written consent.
Use of the information contained in the appraisal is invalid if all items listed in the Table of Contents are
not present.
Each item described in this report has been photographed and file copies of the photograph(s) as well as a
copy of the report are maintained in the appraiser's files for at least five years after the report date.
Third parties may rely on the information in this report for the defined purpose and intended use only.
Third parties requiring further information than wbat is in the report must ohtain the written permission of
the owner of the appraisal before the appraiser will discus the report.
No changes may be made to this report by anyone other than the appraiser. The appraiser cannot be
responsible for unauthorized alterations.
The professional relationship hetWeen the appraiser and the client ends with the delivery of this report.
Subscriptions Retained for Value Cousultiug
Dmcker, Richard - The Guide. Northbrook, IL
Rapaport, Martin - Rapaoort Diamond Reoort, New Y orlc, NY
Metal Market
Gold
Silver
Platinum
7129nfJ05
$43 \.50
List of Laboratory Instrumeuts
Binocnlar microscope Leveridge gauge
Electrouic scale Thermal conductivity diamond tester
Touchstone and acids Ultraviolet light uuit
Pohuiscope ~chroscope
GIA Gem Set color grading system Refractometer
~amond light and graded master comparison diamonds
Page 4 of7
Certification
. I hereby certi1Y that, to the best of my knowledge and belief
. The statements of fuct contained in this report are true and correct.
. The reported analyses, opinions, and conclusions are limited only by the reported asswnptions and Iimiting
conditions, and are my mbiased professional analysis, opinions, and conclusions.
. I have no present or prospective interest in the property that is the snbject of this report and I have no personal
interest or bias with respect to the parties involved.
. My compensation is not contingent upon the development or reporting of a predetermined vaIne or direction
in vaIne that wors the cause of my client, the amount of the vaIne estimate, the attainment of a stipulated
resuh, or the occurrence of a subsequent event.
. I have made a personal inspectioo of the property that is the subject of this report.
. No ODe provided significant professional assistance to the person signing this report.
. My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity
with the Uniform Standards of Professional Appraisal Practice.
Hel~C~
7/29/2005
Page 5 of?
Prepared For:
Dan Hackenberger
308 Third Street
Summerdale, P A 17093
Date: 7/29/2005
Item I
Rio.g
One lady's diamond engagement ring. This ring is set with one round brilliant cnt diamond in a 4.9mm
round, wbite gold illusion bead. Tbe shank of the ring is yellow gold, measures 2.4mm wide on top and
1. 75mm at the base.
Diamond Attributes
Shape and cut:
Measurements:
Weight:
Clarity:
Color:
Fluorescence:
Item Attributes
Weight:
Metal:
Finish:
Setting:
Trademark:
Condition:
Round brilliant
3.32 x 3.30 x 2.00 mm (approximate)
0.13 CIs. (estimated)
SI-2
F
None
2.492 gms
14K yellow and wbite gold
Polished
Four prong set
'14K FLAIR CO.'
Good
Total Approximate Fair Market Value Excluding Tax
Item 2
Rio.g
One lady's ruby and diamond band. This band is set with five round, mceted rubies alternating with four
round diamonds across the top. Tbe rubies and diamonds are set in shared prongs positioned NSEW. The
band measures 3.4mm wide on top and tapers to 1.8mm at the base.
Ruby Melee Attributes
Shape and cut
Number:
Total Weight
Diamond Melee Attributes
Shape and cut
Number of diamonds:
Total Weight:
Clarity:
Color:
Item Attributes
Weight:
Metal:
Finish:
Setting:
Trademark:
Condition:
$135.00
Round faceted. 1.8 to 1.9mm each
5
.30 cts. (estimated)
Round full cut, 2.2mm
4
.16 cis. (estimated)
SI
I-J
1.51 gms
14K yellow gold
Polished
Four prong set
'14K JTC 969'
Good
Page 6 of7
Total Approximate Fair Marlcet Value Excluding Tax
$170.00
Total Approximate Fair Market Value for All ltelIlS - E"c1uding Tax: $305.00
Three hundred fIVe doUars and no cents
SignatUre of Appraiser:
~
Helen E. Rider
--.---
Page 7 of7
e6/1~/2ee5 62:25
71 7-~57-2677
SHALONIS FUr,ERAL HOM
PAGE e3
Michael J. Shalonis Funeral Home
MIchael J Shalonis, Owner
Friday, December 17,2004
Mr. Daniel L. Hackenberger
30& Third Street, P.O. Box 232
Summerdale, P A 17093
206 Maple Avenue
Marysville, Pennsylvania 17053
Phone (717) 957-3451
Fax (717)-951-2077
Dear Mr. Hackenberger,
Thank you for selecting our fWleral home to provide services for you. I hope that you found our services, so far, [0 be
of the highest st,,"<lards that we always try to achieve. The following is a summary of lhe service charges as
previously explained and provided in written form on the services for Victoria v. Hackenberger:
frofessioR31 Strv1.tt3, FatUities & Automotrn
s<rvices Of Funeral Director And Staff
Emb$lming
DresslOg, Casketine
U:n: Of Facilities And Equipment
Use Of Faeilities For Viewing f ViSitation
Staff & Equipment For Church Service
Automotive Equiprne.,t
Transfer Remains To Funeral Hom.e
Hearse (funcral Coach)
family Car
TOTAL OF PROFESSIONAL SERVICES,
FACILITIES AND AUTOMOTIVE EQUIPMENT
Funeral1\1erchandise
Casket: Bstesvile-Oxford Poplar
Outer Burial COT1~aioer Gravc;bo~
Acknowledgement Cards
Regisler !look
Memorial Folders 125
CASH ADVANCED FOR YOUR CONVENIENCE
Cemetery/Crypt Opening and Closine
Newspaper NOlices
Out of '-0"'0 Newspaper 'Notices
Clergy Honorarium
Certilied Copies of Oath Cer1.ifiea<e 20
FI(N.."crs
Cemetery equipment
Organist .
PCCW Donation
Luncheon
TOTAL FUNERAL CONTRACT
LESS: Credits gr,Intcd
DisC<lUllt allowed
LESS: Total Payments
LESS: Refund of Overpayment
$200.00
PAlO IN fULL
Jrthere are any queslions or concerns that remain u:nan~wered, plea.se call me.
Sincerely.
Michael J. Shalonis
Owner
$ IOe3.00
$ 37S.00
$ 175 00
$1,633.00
$ 235.00
$ 350 00 $585.00
S 145.00
$ 155.00
$ 39000
$690.00
$2,908.00
$ 1 ,533.00
$580.00
$ included
$ included
$ included
.52,113.00
$ 75000
S 256.76
$363.16
$ 150.00
$40.00
$ 290.00
S 150.00
$ 100.00
$ 100.00
$15.18 $2,275.10
$~ ,296.10
5200.00
58.459.96
$1,363.86
$0.00
68/19/2665 62:2&
717-957-2677
SHAlONIS FUNERAL HOM
PAGE 84
Michael J. Shalonis Funeral Home
Michael J. Shalonis, Owner
Friday, .December 17,2004
Mr. Damel L Hackenberger
308 Third Street. P.O. Box 232
Summerdale, PA 17093
206 Maple A venue
Marysville, Pennsylvania 17053
Phone (717) 957.3451
fax (717)-957.2077
Dear Mr. Hackenberger,
Thank you for selecting our funeral home to provIde services for your family during your bereavement. I
hope that you found our services to be of the highest standards and that they met your needs and those
of your family and fnends.
The following is a summary of the seMce charges as previously explained and provided in written form
and herein indicated as PAID-IN-FULL
Victoria V. Hackenberaer
SUMMARY OF EXPENSES
TOTAL OF SERVICE RENDERED
LESS, Credits granted
LESS T otel Payments
LESS: Refund of Overpayment
CURRENT BALANCE
Credils Granted $20000 Discount allowed
If there are any questions or concerns that remain unanswered, please call me,
Sincerely,
Michael J. Shalonis
Owner
$7,296.10
20000
8,459.96
1 ,363.66
$0.00
REV-1511 EX + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE:.SIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
HACKENBERGER VICTORIA V.
FILE NUMBER
21
04
1196
Debts of decedent must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Michael J. Shalonis Funeral Home (Jt. CD with funeral home) 7,096.10
2 Engraving of head stone (Frank Snyder) 121.00
3. Dry cleaners (clothing for funeral) 24.30
B. ADMINISTRATIVE COSTS:
1. Personal Representalive's Commissions
Name of Personal RepresentatiVe (5) Daniel L. HackenberQer 18,778.15
Social Security Numbe~sYEIN Number of Personal Representative(s) 167-40-4680
Street Address P.O. Box 232
City Summerdale State PA Zip 17093
Year{s) Commission Paid: 2005
2. Attomey Fees PURCELL, KRUG & HALLER 4,478.75
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberalnd County Register of Wills 366.00
5. Accountanfs Fees Norman Morrow, CPA 85.00
6. Tax Return Preparer's Fees
7. Sentinel - Advertising fees 64.43
8. Cumberland Law Journal - Advertising fee 75.00
9. Mountz Jewelers - Appraisal fee 100.00
11. Inheritance Tax Return - filing fee 15.00
12. Estate checking account - bank charges 1.00
13. Office supplies & obituary (Kmart; Office Max) 23.52
15. Family Settlement Agreement - filing fee 25.00
16. Executor mileage 158.14
2004 mileage 101.8 @$.37.5=$38.18
2005 mileage 299.9 @ $.40 = $119.96
TOTAL (Also enter on line 9, Recapitulation) $ 3141129
(If more space is needed, insert additional sheets of the same size)
EXECUTOR MILEAGE
Milea2e for the Estate of Victoria Hackenber2er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
12/17/04 Funeral Director 60,301 60,308 7.0
12/30/04 Cumberland Co. Court 60,433 60,474 41.0
12/30/04 Perry Co. Court 60,474 60,528 53.8
Total Mileage for 2004 101.8
1/04/05 Krog 60,561 60,571 9.4
1/05/05 Krog 60,583 60,592 9.4
1/07/05 Morrow 60,621 60,675 53.7
1/27/05 Perry Co. Court 60,832 60,886 53.8
2/16/05 Taxes 61,731 61,785 53.7
2/1 7/05 Taxes 61,798 61,852 53.7
2/22/05 Krog 61,023 61,033 9.4
3/08/05 Krog 61,281 61,291 9.4
7/23/05 Mountz Jewelers 68,553 68,564 11.0
8/01/05 Mountz Jewelers 68,678 68,689 11.0
8/16/05 Krog 68,751 68,761 9.4
8/26/05 Krog 68,821 9.4
Total Mileage for 2005 293.3
TOTAL MILEAGE - Executor 395.1
REV~1512 EX + (6-98)
*
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HACKENBERGER VICTORIA V.
FILE NUMBER
21
04
1196
Include un reimbursed medical expens...
ITEM
NUMBER OESCRIPTION
1. Department of Public Welfare lien (Class 6)
Estate Recovery Program
CIS#220147441
2. Daniel Hackenberger, Guardian (mileage expense)
9/2/2002 -12/31/2002 1,550 miles X $.37 per mile = $573.50
Calendar year 2003 2,997 miles X $.365 per mile = $1,093.91
01/1/2004 - 12/4/2004 2,225 miles X $.375 per mile = $834.38
VALUE AT DATE
OF DEATH
144,561.79
2,501.79
3. Neighborcare - medical bill/healthcare
194.49
4. Manorcare Carlisle - medical bill/healthcare
712.74
5. Adams - Cumberland Medical Center - medical/healthcare
60.71
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
148031.52
Mileal!e for the Guardian of Victoria Hackenbef"2er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
9/8/02 Farm 19,418 19,443 24.4
9/13/02 Morrow 19,812 19,866 53.7
9/13/02 Manor Care 19,866 19,907 41.7
9/14/02 Farm 46,183 46,208 24.4
9/20/02 Morrow 20,421 20,475 53.7
9/21/02 Farm 20,407 20,432 24.4
9/22/02 Farm 20,432 20,457 24.4
9/25/02 Farm 20,611 20,636 24.4
9/26/02 Farm 20,651 20,676 24.4
9/28/02 Farm 20,693 20,718 24.4
9/28/02 Farm 20,718 20,742 24.4
9/30/02 POC - Mech. 20,801 20,829 28.0
9/30/02 Farm 20,829 20,854 24.4
10/2/02 Manor Care 20,912 20,954 41.7
10/2/02 Farm - True Value 20,954 20,986 32.2
10/3/02 POC - Mech. 21,042 21,070 28.0
10/3/02 Farm 21,070 21,095 24.4
10/4/02 151 National 46,392 46,398 6.4
10/5/02 Farm 21,351 21,376 24.4
10/6/02 Farm 21,401 21,405 24.4
1017102 Farm 21,489 21,514 24.4
10/8/02 Farm 21,699 21,724 24.4
10/9/02 Farm 21,784 21,809 24.4
10/11/02 1 st National 46,421 46,428 6.4
10/11/02 Farm 21,842 21,867 24.4
10/12/02 Farm 21,870 21,894 24.4
10/13/02 Farm 21,911 21,935 24.4
10/14/02 Farm 22,005 22,030 24.4
10/15/02 Farm 22,201 22,226 24.4
10/18/02 Farm 22,553 22,578 24.4
10/19/02 Farm 22,715 22,729 24.4
10/20/02 Farm 22,752 22,776 24.4
10/21/02 Lowes 22,830 22,845 14.8
10/23/02 Manor Care 46,580 46,625 44.7
10/23/02 Farm 22,910 22,935 24.4
10/24/02 Farm 22,991 23,016 24.4
1 0/26/02 Farm 23,090 23,102 12.2
10/27/02 Farm 23,102 23,114 12.2
10/28/02 Carpet Mart - Farm 23,222 23,260 38.6
10/29/02 Farm 23,312 23,337 24.4
10/30/02 Farm 23,380 23,401 24.4
TOTAL MILEAGE- THIS PAGE 1,073.1
2002
Mileal!:e for the Guardian of Victoria Hackenberl!:er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
11/2/02 Farm 23,481 23,493 12.2
1lI3/02 Farm 23,493 23,505 12.2
11/4/02 1st National 46,786 46,792 6.4
1114/02 Farm 23,599 23,623 24.4
1lI6/02 Farm 23,773 23,798 24.4
1117102 Farm 23,890 23,915 24.4
11/9/02 Farm 24,104 24,153 48.8
llI1O/02 Farm 24,180 24,204 24.4
11/11102 Farm 24,221 24,246 24.4
11/13/02 Farm 24.312 24,337 24.4
11/14/02 Farm 24,344 24,369 24.4
11/15/02 Farm 24,400 24,425 24.4
11/16/02 Farm 24,441 24,453 12.2
1lI17/02 Farm 24,453 24,466 12.2
11/19/02 Farm 24,663 24,688 24.4
11/20/02 Farm 24,712 24,736 24.4
12/2/02 Farm 46,906 46,931 24.4
12/6/02 15t National 46,950 46,957 6.4
12/6/02 Farm 25,289 25,301 12.2
1217102 Farm 25,301 25,338 36.6
12/10/02 Farm 25,391 25,416 24.4
12111/02 Farm 25,431 25,456 24.4
TOTAL MILEAGE - THIS PAGE 476.4
TOTAL MILEAGE- 2002 1,549.5
2002 - Continued
Milea2e for the Guardian of Victoria Hackcnbcr2cr
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
1/7/03 Farm 27,389 27,404 24.4
1/9/03 Farm 27,442 27,467 24.4
1/11/03 1 sl National 27,521 27,527 6.4
1/12/03 Farm 27,543 27,567 24.4
1/18/03 Farm 27,791 27,816 24.4
1/25/03 Farm 28,099 28,124 24.4
1/27/03 Manor Care 47,489 47,531 41.7
1/29/03 Morrow 28,622 28,676 53.7
1/29/03 Manor Care 28,685 28,727 41.7
2/1103 Farm 28,854 28,879 24.4
2/8/03 I st National 47,801 47,807 6.4
2/8/03 Farm 47,815 47,840 24.4
2/1 0/03 Morrow 29,201 29,255 53.7
2113/03 Morrow 29,431 29,485 53.7
2/14/03 Taxes 29,522 29,576 53.7
2/20/03 Farm 29,943 29,968 24.4
2/27/03 Farm 30,350 30,375 24.4
3/1/03 Farm 30,522 30,534 12.2
3/2/03 Farm 30,534 30,547 12.2
3/7/03 Farm 30,651 30,676 24.4
3/10/03 I Sf National 30,781 30,787 6.4
3/12/03 Manor Care 30,881 30,926 44.8
3/15/03 Farm 31,061 31,086 24.4
3/16/03 Farm 31,134 31,159 24.4
3/19/03 Farm 31,571 31,596 24.4
3/25/03 Perrv County Court 49,012 49,066 53.8
4/4/03 Farm 49,208 49,232 24.4
4/5/03 I sl National 49,246 49,253 6.4
4/12/03 Farm 49,421 49,433 12.2
4/13/03 Farm 49,433 49,446 12.2
4/18/03 Farm 33,781 33,806 24.4
4/26/03 Farm 33,912 33,936 24.4
5/3/03 Farm 34,00 I 34,026 24.4
517103 Farm 34,068 34,093 24.4
5/9/03 1 sl National 50,281 50,288 6.4
5/12/03 Farm 34,232 34,256 24.4
5/18/03 Farm 34,330 34,354 24.4
5/25/03 Farm 34,486 34,510 24.4
6/5/03 Farm 34,921 35,045 24.4
6/6/03 Farm 35,093 35,118 24.4
6/12/03 Farm 35,241 35,265 24.4
TOTAL MILEAGE- THIS PAGE 1,063.2
2003
Mileaee for the Guardian of Victoria Hackenberl!er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
6/13/03 1 st National 51,156 51,163 6.4
6/13/03 Farm 35,279 35,303 24.4
6/18/03 Farm 35,381 35,405 24.4
6/19/03 Farm 51,203 51,228 24.4
6/23/03 Farm 35,612 35,637 24.4
7/2/03 Farm 35,839 35,864 24.4
7/3/03 Farm 35,991 36,015 24.4
7/4/03 Farm 36,051 36,100 48.8
7/5/03 Farm 36,338 36,363 24.4
7/10/03 Farm 36,410 36,434 24.4
7/11/03 Farm 36,472 36,497 24.4
7/14/03 1 st National 51,521 51,528 6.4
7/16/03 Farm 36,711 36,736 24.4
7/17/03 Farm 36,851 36,876 24.4
7/24/03 Farm 37,124 37,149 24.4
7/25/03 Farm 37,207 37,232 24.4
7/29/03 Farm 37,383 37,408 24.4
8/2/03 Farm 37,520 37,545 24.4
8/3/03 Farm 37,586 37,610 24.4
8/11 /03 Farm 37,811 37,836 24.4
8/12/03 Farm 37,884 37,909 24.4
8/15/03 1 st National 51,901 51,907 6.4
8/18/03 Farm 38,091 38,116 24.4
8/25/03 Farm 38,297 38,321 24.4
8/26/03 Farm 38,358 38,383 24.4
8/29/03 Farm . 38,488 38,513 24.4
8/30/03 Farm 38,543 38,592 48.8
9/1/03 Farm 38,622 38,671 48.8
9/5/03 Farm 38,711 38,736 24.4
9/6/03 Farm 38,748 38,797 48.8
9/6/03 1 st National 38,797 38,804 6.4
9/7/03 Farm 38,822 38,847 24.4
9/12/03 Farm 38,940 38,965 24.4
9/13/03 Farm 38,971 39,020 48.8
9/14/03 Farm 39,036 39,060 24.4
9/17/03 Manor Care 52,131 52,175 44.8
9/20/03 Farm 39,081 39,105 24.4
9/22/03 1 st National 52,208 52,214 6.4
9/24/03 1 st National 39,148 39,154 6.4
9/26/03 Farm 39,191 39,216 24.4
9/27103 Farm 39,259 39,308 48.8
TOTAL MILEAGE - THIS PAGE 1,059.2
2003 - Continued
Mileal!.e for the Guardian of Victoria Hackenbere:er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
9/28/03 Farm 39,331 39,356 24.4
10/2/03 Farm 39,480 39,505 24.4
10/3/03 Farm 39,531 39,556 24.4
1017103 Farm 52,545 52,569 24.4
10/10/03 1 st National 52,592 52,599 6.4
10/1 0/03 Farm 39,738 39,762 24.4
10/11/03 Farm 39,791 39,840 48.8
10/12/03 Farm 39,866 39,915 48.8
10/13/03 Farm 39,966 39,990 24.4
10/14/03 1st National 52,634 52,641 6.4
10/16/03 1 st National 52,663 52,669 6.4
10/17/03 Farm 40,084 40,109 24.4
10/17/03 1st National 40,115 40,121 6.4
10/18/03 Farm 40,153 40,178 24.4
10/19/03 Farm 40,198 40,223 24.4
10/24/03 Farm 40,388 40,413 24.4
10/25/03 Farm 52,891 52,916 24.4
10/26/03 Farm 40,451 40,476 24.4
11/1/03 Farm 40,673 40,698 24.4
11/2/03 Farm 40,715 40,740 24.4
11/4/03 1st National 52,987 52,9994 6.4
11/8/03 Farm 41,007 41,032 24.4
11/9/03 Farm 41,071 41,096 24.4
11/10/03 1 st National 53,018 53,025 6.4
11/11/03 Farm 41,158 41,183 24.4
11/15/03 Farm 41,335 41,360 24.4
11/16/03 Farm 41,389 41,414 24.4
11/22/03 Farm 41,588 41,613 24.4
11/28/03 Farm 41,940 41,965 24.4
11/29/03 Farm 41,974 41,999 24.4
11/30/03 Farm 42,009 42,034 24.4
12/6/03 Farm 42,171 42,196 24.4
12/7103 Farm 42,211 42,235 24.4
12/13/03 Farm 42,367 42,392 24.4
12/14/03 Farm 42,410 42,434 24.4
12/21/03 Farm 42,616 42,641 24.4
12/22/03 1 st National 53,444 53,450 6.4
12/27/03 Farm 42,793 42,818 24.4
12/28/03 Farm 42,839 42,864 24.4
TOTAL MILEAGE - THIS PAGE 874.4
TOTAL MILEAGE - 2003 2,996.8
2003 - Continued
Mileal!e for the Guardian of Victoria Hackenberl!er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
1/2/04 I"Nationa1 42,981 42,987 6.4
1/10/04 Farm 43,271 43,296 24.4
1/14/04 Farm 43,463 43,488 24.4
1/19/04 Farm 43,587 43,612 24.4
1/22/04 Farm 43,793 43,818 24.4
1/31/04 Farm 43,972 43,996 24.4
217104 Farm 44,181 44,206 24.4
2/8/04 Farm 44,233 44,257 24.4
2/9/04 1 Sl National 44,281 44,288 6.4
2/13/04 Morrow & Taxes 44,388 44,442 53.7
2/14/04 Taxes 44,471 44,525 53.7
2/15/04 Farm 44,567 44,592 24.4
2/16/04 Farm 44,681 44,706 24.4
3/4/04 Farm 45,131 45,155 24.4
3/6/04 1 Sl National 45,212 45,219 6.4
3/20/04 Farm 45,611 45,636 24.4
3/25/04 Perry County Court 45,791 45,845 54.0
3/26/04 Manor Care . 54,286 54,328 41.7
3/27/04 Farm 45,908 45,933 24.4
3/28/04 Farm 45,998 46,023 24.4
3/29/04 1 Sl National 46,107 46,114 6.4
4/2/04 1 Sl National 46,211 46,218 6.4
4/10/04 Farm 46,371 46,396 24.4
4/13/04 Farm 46,511 46,536 24.4
4/17/04 Farm 46,896 46,921 24.4
4/18/04 Farm 46,961 46,985 24.4
4/19/04 Farm 47,015 47,040 24.4
4/21/04 Perry County Court 47,121 47,175 54.0
4/22/04 Farm 47,185 47,209 24.4
4/24/04 Farm 47,261 47,286 24.4
4/25/04 Farm 47,311 47,336 24.4
4/26/04 Farm 47,371 47,395 24.4
4/27/04 Farm 47,420 47,445 24.4
4/29/04 Farm 47,781 47,805 24.4
4/30/04 Farm 47,831 47,855 24.4
5/1/04 Farm 47,944 47,969 24.4
5/2/04 Farm 48,108 48,132 24.4
5/3/04 Farm 48,301 48,326 24.4
5/4/04 Farm 48,381 48,406 24.4
5/6/04 Farm 48,493 48,517 24.4
517104 Farm 48,543 48,568 24.4
TOTAL MILEAGE - THIS PAGE 1,045.5
2004
Mileal!"e for the Guardian of Victoria Hackenberl!"er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
5/8/04 ISINational 48,584 48,590 6.4
5/8/04 Farm 48,590 48,615 24.4
5/9/04 Farm 48,623 48,647 24.4
5/11/04 Farm 48,761 48,786 24.4
5/13/04 Farm 48,831 48,856 24.4
5/14/04 Farm 48,864 48,889 24.4
5/15/04 Farm 48,928 48,953 24.4
5/16/04 Farm 48,977 49,002 24.4
5/17/04 Farm 49,011 49,035 24.4
5/18/04 Farm 49,058 49,072 24.4
5/19/04 Farm 49,098 49,123 24.4
5/22/04 Farm 49,171 49,196 24.4
5/23/04 Farm 49,203 49,228 24.4
5/25/04 Farm 49,251 49,276 24.4
5/27/04 Farm 49,312 49,336 24.4
5/28/04 Farm 49,347 49,372 24.4
5/29/04 Farm 49,398 49,423 24.4
5/30/04 Farm 49,455 49,480 24.4
5/31/04 Farm 49,497 49,521 24.4
6/1/04 Farm 49,539 49,564 24.4
6/3/04 Farm 49,601 49,625 24.4
6/4/04 Farm 49,632 49,657 24.4
6/5/04 Farm 49,669 49,694 24.4
6/6/04 Farm 49718 49742 24.4
617104 1 st National 49,787 49,794 6.4
617104 Farm 49,794 49,818 24.4
6/9/04 Farm 49,854 49,879 24.4
6/10/04 Farm 49,891 49,916 24.4
6/11 /04 Farm 49,935 49,960 24.4
6/12/04 Farm 49,987 50,011 24.4
6/13 /04 Farm 50,044 50,068 24.4
6/14/04 Farm 50,094 50,119 24.4
6/15/04 Farm 55,831 55,844 12.2
6/16/04 Manor Care 55,844 55,863 18.9
6/17/04 Farm 55,863 55875 12.4
6/18/04 Farm 50,461 50,473 12.2
6/19/04 Farm 50,473 50,485 12.2
6/20/04 Farm 50,513 50,538 24.4
6/21/04 Farm 50,584 50,609 24.4
6/26/04 Farm 50,884 50,908 24.4
7/6/04 1st National 50,994 51,001 6.4
TOTAL MILEAGE - THIS PAGE 892,3
2004 - Continued
Mileae:e for the Guardian of Victoria Hackenbere:er
DATE DESTINATION CHEVY JEEP MILAGE
START END START END
7/9/04 1 st National 51,112 51,118 6.4
7/24/04 Farm 51,885 51,909 24.4
8/7/04 1 st National 52,321 52,328 6.4
8/7/04 Farm 52,328 52,353 24.4
8/27/04 Farm 52,981 53,005 24.4
8/30/04 1 st National 53,189 53,195 6.4
9/3/04 1st National 53,314 53,321 6.4
9/16/04 Farm 53,949 53,974 24.4
10/2/04 1 st National 55,902 55,909 6.4
10/2/04 Settlement 56,105 56,146 40.8
10/2/04 I st National 56,418 56,425 6.4
10/2/04 I st National 56,693 56,699 6.4
11/1/04 PSECU 56,884 56,891 7.3
11/3/04 Manor Care 56,931 56,973 41.7
1l/5/04 1 Sl National 57,191 57,198 6.4
11 /8/04 Carlisle HosDital 57,313 57,355 42.3
12/4/04 1 Sl National 58,671 58,678 6.4
TOTAL MILEAGE - THIS PAGE 287.3
TOTAL MILEAGE - 2004 2,225.1
2004 - Continued
. RE\!_1~13'EX+(.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HA
NUMBER
I.
SCHEDULE J
BENEFICIARIES
FILE NUMBER
4
RELATIONSHIP TO DECEDENT
Do Not Us! Trustee(s)
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (al (1.2)]
Daniel L Hackenberger
P.O. Box 232, Summerdale, PA 17093
Son
1/3 residuary estate
1/3 residuary estate
1/3 residuary estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2.
Richard R Hackenberger
33 Great Lakes Drive, SI. Peters, MO 63376-3225
Son
3.
William C. Hackenberger
P.O. Box 60361, Harrisburg, PA 17106-0361
Son
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PARTII- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
11-07-2005
HACKENBERGER
12-01-2004
21 04-1196
CUMBERLAND
101
APPEAL DATE: 01-06-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9YT_~~9~~_T~}~_~}~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_y~~~_~~~~~~~__~____________________
REV-1547 EX AFP [03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HACKENBERGER VICTORIA V FILE NO. 21 04-1196 ACN 101
BUREAU OF INDIVIDUAL':f~1fES~; [" i"'
INHERITANCE TAX DIVISION -
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,- NOTICE OF INHERITANCE TAX
,- :~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
') ~ .- r.",.;; !
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
~ I.
n L!-
HOWARD B KRUG ESQ
PURCElL ETAL
1719 N FRONT ST
HBG
PA 17102
REV-1547 EX AFP (06-05)
VICTORIA
V
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 11-07-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivabie (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
375.563.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
31,411.39
148.031. 52
(11)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
375,563.00
179.442 91
196,120.09
.00
196,120.09
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
196,120.09 X 045 = 8,825.40
.00 X 12 = .00
.00 X 15 = .00
(9)= 8,825.40
-~. . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2005 -- CD004978 441.27 9,520.00
TOTAL TAX CREDIT 9,961.27
BALANCE OF TAX DUE 1,135.87CR
INTEREST AND PEN. .00
TOTAL DUE 1,135.87CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. nl'
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU MAY BE DUt(I'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDUAL';'I'A'nS"~,-:
INHERITANCE TAX DIVISION' ',', J - ',;
PO BOX 280601 '
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
2r
,.--." f~" ~! ,'" ".....
. i;)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-28-2005
HACKENBERGER
12-01-2004
21 04-1196
CUMBERLAND
101
VICTORIA
v
HOWARD B'KRUG ESQ
PURCELL ETAL
1719 N FRONT ST
HBG PA 17102
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
--+
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~~~
ESTATE OF HACKENBERGER VICTORIA V FILE NO.21 04-1196 ACN 101 DATE 11-28-2005
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-31-2005
PRINCIPAL TAX DUE: 8,825.40
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2005 CD004978 441.27 9,520.00
11-10-2005 REFUND .00 1,135.87-
TOTAL TAX CREDIT 8,825.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
II
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l
Rt
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WillS, COUNTY OF CUMBERLAND, PENNSYLVANIA
Name of Decedent: VICTORIA V. HACKENBERGER
Date of Death:
12/1/2004
File No.
2004-01196
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
YES~
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 ~
b. The separate Orphan's 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~ NO_
d. Copies of receipts, releases, joinders and approvals of formal or informal accoun Y
be filed with the Clerk of the Orphans' Court and may be attached to his repo
~~
Date: 5/18/2006
WARD B. KRUG ESQUIRE
Name (Please type or print)
1719 NORTH FRONT STREET
Address
HARRISBURG
PA 17102
S:; : j
717-234-4178
Tel. No.
Capacity: _ Personal Representative
~ Counsel for personal representative
\J'
IN RE:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
VICTORIA V. HACKENBERGER
No. 2004-01196
Deceased
FAMILY SETTLEMENT AGREEMENT WAIVING FILING OF ACCOUNT
This instrument (hereinafter "Agreement"), executed this ~ day of
AA~, 2006, by and between DANIEL L. HACKENBERGER, as ExeCUlor~~flhe
Estate of Victoria V. Hackenberger and as Guardian for Victoria V. Hackenberger,
AND
WILLIAM C. HACKENBERGER, RICHARD R. HACKENBERGER, and DANIEL L.
HACKENBERGER (hereinafter "Beneficiaries").
WITNESSETH:
WHEREAS, on September 16, 2002, Daniel L. Hackenberger became successor
plenary Guardian of Victoria V. Hackenberger, and the aforesaid Guardian filed on January
27,2005 (for the period September 16, 2002 through December 31,2004) a full report and
accounting of his Guardianship, with copies of same sent to Beneficiaries;
WHEREAS, Victoria V. Hackenberger ("Decedent") died on December 1, 2004,
having first made and published her Last Will and Testament dated February 25, 1998, in
which she named Daniel L. Hackenberger as Executor (hereinafter "Executor"). A copy of
said Will was previously distributed to the Executor and Beneficiaries; and,
WHEREAS, on December 30,2004 said Will was duly probated by the Register of
Wills of Cumberland County, Pennsylvania, and Letters Testamentary granted thereon to
Daniel L. Hackenberger, as Executor; and
G
WHEREAS, the Executor has proceeded with the administration of the Estate of
Victoria V. Hackenberger (hereinafter "Estate"), prepared and filed a Pennsylvania
Inheritance Tax Return which was approved, and prepared a Summary of Account
("Summary") (i.e., a tentative First and Final Account) and Proposed Schedule of Distribution
(hereinafter collectively "the Documents"), which were not filed. A true and correct copy of
the Documents accompany but are not attached to this Agreement to maintain privacy
interests of the parties, when solely this Agreement is filed.
WHEREAS, in the interest of time and expense, the Beneficiaries agree that the
Executor shall not be required to file a First and Final Account and Schedule of Distribution
with the Orphans' Court of Cumberland County and that the net estate of the decedent shall
be distributed in accordance with the Proposed Schedule of Distribution without the
necessity of a formal filing, such distribution pursuant to the terms of this Agreement to have
the same force and effect as if it had been filed and confirmed by the Orphans' Court.
NOW THEREFORE, the parties hereto, intending to be legally bound hereby and in
consideration of One Dollar ($1.00) and other valuable consideration, mutually agree as
follows:
1. The Beneficiaries, and each of them, agree that the Executor not be required to file
a First and Final Account and Petition for Distribution with the Orphans' Court,
acknowledging that they have received and fully and carefully examined the Documents and
that they find all of such to be true and correct, and acceptable to the parties hereto and
each of them.
2. The Beneficiaries shall and do hereby release, remise and forever discharge the
Estate of Victoria V. Hackenberger, Daniel L. Hackenberger, as Guardian and as Executor,
Howard B. Krug, Esquire, and the law firm of Purcell, Krug & Haller, jointly and severally, as
well as their respective heirs, partners, employees, agents, successors, and assigns, of and
from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands
whatsoever which they or any of them or their legal representatives, heirs, successors, or
assigns may at any time hereafter have, from, touching upon, or concerning any aspect of
Victoria V. Hackenberger or the Estate, including but not limited to: governmental filings and
taxes paid; any claim or interest of, in, or to the Estate; or assets of Decedent; the
administration of the Estate or guardianship; the preservation, retention, repair,
improvement, management, collection, sale or distribution of any Estate or guardianship
assets; the receipt by the Estate or guardianship of any asset, interest or item of income;
and the assets sold or proceeds paid out of the Estate or guardianship to satisfy any debt
from the date of death of the guardianship through the date of death of the Decedent to and
including the date of this Agreement.
3. The Beneficiaries further shall and do hereby indemnify, defend and hold harmless
from all losses, costs, taxes, and expenses, including counsel fees to defend against any
claim, Daniel L. Hackenberger, as Executor and as Guardian, Howard B. Krug, Esquire and
the law firm of Purcell, Krug & Haller, jointly and severally, including their respective heirs,
partners, employers, agents, successors and assigns, from any claim, action, liability, or
demand asserted by any person, firm, corporation, government agency, department or other
entity with respect to or concerning the Estate or guardianship, directly or indirectly.
4. In the event any tax or other liability arises against the Estate or Guardian after the
signing of this Agreement, the Beneficiaries shall be solely and equally responsible for
satisfying same, including but not limited to any and all income, gift, estate and inheritance
taxes, liabilities, creditors, claims, demands, suits and causes of action which may be
successfully prosecuted, assessed or awarded against the Estate or Decedent during the
guardianship.
5. Notwithstanding the two immediately preceding paragraphs, the total obligation of
each Beneficiary under the said two paragraphs shall be limited to the amount received by
him pursuant to the Proposed Schedule of Distribution: $61,215.12. Further, each
Beneficiary shall be required to contribute an equal, pro-rata share in the case of any such
payment obligation. Compliance with both of the provisions stated in this paragraph shall be
a condition precedent to the making by the Beneficiaries of any payment required by the
preceding two paragraphs.
6. Neither William C. Hackenberger, nor Richard R. Hackenberger shall have any
financial obligation under this Agreement for any payment resulting from any intentionally
wrongful or grossly negligent act of the Guardian or of the Executor.
7. Daniel L. Hackenberger shall make no claim for any Guardian's fee or expense or
Executor's fee or expense, unless the claim is: (1) for an amount expressly claimed or
reserved in the Summary of Account, or (2) otherwise expressly provided for in this
Agreement.
8. This instrument is a full and final Family Settlement Agreement by and among the
parties hereto, both fiduciary and individual, all of the same having been arrived at,
concluded and executed after a full and complete disclosure of the assets, debts, and
expenses of the Estate and the guardianship to the full satisfaction of the parties, and each
of the parties agrees to all the terms of this Family Settlement Agreement.
9. The parties hereto, and each of them, agree that they will at all times in the future,
whenever necessary, make, execute and deliver to the Executor, or to any other person
authorized by the Executor, any and all instruments, documents, conveyances, deeds,
releases or other instruments of any kind needed to carry out the terms and intention of this
Agreement or to permit, assist or enable the Executor to fulfill his duties with reference to the
'11l-~~
Estate and all of the assets thereof. This Paragraphj sn~~lso accrue to benefit the
Guardian.
10. This Agreement constitutes the entire understanding among the parties hereto,
and each of them acknowledge that no representations or statements of any kind, written or
oral, have been made to them or any of them prior to the date of this Family Settlement
Agreement by the Executor, the Guardian, or by any other person acting upon their behalf
not stated in this Agreement. In any event, the terms of this Agreement shall supercede any
prior verbal or written representations or statements.
11. This Agreement shall enure to the benefit of and shall be binding upon the parties
hereto, and each of them, as well as their respective heirs, executors, administrators,
successors and assigns.
12. A modification or waiver of the provisions of this Agreement shall be effective only
if made with the same formality as this Agreement. The failure of any party to insist upon
strict performance of the provisions of this Agreement shall not be construed as a waiver of
any subsequent default of the same or similar nature.
13. The Beneficiaries have been advised and understand that each has the right to
have this Agreement, Summary and Schedule of Distribution reviewed by an attorney of his
choice, and each has either done so prior to the signing of this Agreement or waived the
right to so do. Richard R. Hackenberger has been represented by James Cameron, Esquire
throughout the administration of the Estate and has reviewed the terms of this Agreement
and the Documents.
14. This Agreement shall be construed, interpreted and covered by the laws of the
Commonwealth of Pennsylvania, and where such law is inconsistent, the terms of this
instrument shall govern.
15. The original signature page and notarization on the respective agreements of
each Beneficiaries may be removed and attached by the Executor to a single, identical
Agreement to be filed with the Court, avoiding the filing of three (3) individual copies of the
Agreement. The Documents need not be filed by the Executor with the Orphans' Court,
absent demand by a Beneficiary.
IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands
and seals the day and year indicated on the respective notarizations.
WITNESS:
~~". {~-tLf ~
aniel L. Hacken erger, Executor of the
Last Will of Victoria V. Hackenberger &
Guardian for Victoria V. Hac en erger
aniel L. Hackenberger, Individ
Beneficiary
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~~
On this, the ~ day of ~ ' 2006, before me, a Notary Public, the undersigned officer,
personally appeared DANIEL L. HAC NBERGER, Individually as Beneficiary, as Executor of the Estate
of Victoria V. Hackenberger, Deceased, and as Guardian of Victoria V. Hackenberger known to me (or
satisfactorily proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same for the purposes therein contained.
:SS
IN WITNESS WHEREOF, I have hereunto set my hand and official seal.
~.~
Nota ukOOMMONWEALTH OF PENNSYLVANIA
My Com ission EXDi~rial Seal . .
Angela S: Shaffer, Notary Public
City Of H,mis[Jur,}, DclIW!1'i' County
I My Comm~~~on ~~~r::~.:~Y\._'? ~'CI08
r',,1ember _ ;:JQr insvlvan Ic:,A~';s():~::_:, hl'r