HomeMy WebLinkAbout09-03-13 �D�� %�(�/• -/�
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� DECEDENT'S ESTATE
COURT OF COMMON P'LEAS OF
CUMBERLAND CC}UNTY, PENNS�LVANIA
ORPHANS' COURT DIVISION
ESTATE OF CAROLYN HOOVEI2 A/K/A , DECEASED
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Na. 21-2012-008�3 �Y-� �,
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PETITTON FOR ADJUDICATION/ � � �� � =�� �'-�
STATEMENT OF PROPQSED DISTRIBUTIO� � � :� ;`�K� .�
PURSUANT T�Pa. O,C. Rule 6.9 ,M-� cl -�� °=3 -
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This form may be used in all cases involuing the Audit of the Account of a Decedertt's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent ta the adjudicatian.
INCLUDE ATTACHMENTS AT THE SACK OF THIS FQRM:
Narne of Counsel: Robert R. B(ack
Supreme Court I.D.No.: 6267
Name of Law Firm: Landis& B1ack
�����5�; 36 South Hanover Street, Carlisle, PA 17013
Telephone: (717) 243-372'7
Fax:�717) 243-9829
Fo„�oc-ar rev. �o.r.�.o6 Page 1 of 10
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Estate of CAR4LYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
1. Name{s}and address{es) of Petitioner{s}:
�varae: Harvey E.Haover,Jr.
Address: g�Atter Road
Carliste,PA 17U15
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
none
Is this the first accaunting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . �Yes �] No
If nat, identify prior accountings, the accounting periods covered, and the date of
adjudication ofthe prior accaunting,
2. Decedent died an Juty 25, 2(l12
� Letters Testamentary ar �Letters of Administration were granted ta Petitianer{s}on
Au�ust 9, 2012
Date of Will �ifapplical�Ie�: Septem6er 2b, 2000
Date�s}of Cadicil{s} (if applieable); none
Date af probate {'f different fram date Letters granted): �IA
Was a bond required?�Yes �j No If yes, state amount:
Are proofs af advertising of the grant of Letters attached? . . . . . . . . , �Yes �No
Dates of advertising af the grant af Letters: ��ntinel - August 20, 2'7 & Sept. 3 2012
Cumber�and Law Journa] -August 24, 3l & Sept. 3, 2012
Form OC-01 rev./0.13.06 Page 2 of 10
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Estate of CAROLYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
If yes, name of the surviving spouse: Harvey E. Hoover, Jr.
4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . �Yes �No
(See Section 2201 et s�. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children ('rf none, so state):
N/A
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . �Yes � No
Were any children born to decedent after execution of
Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No
If yes, give names and dates of birth:
Name: Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412, was a request for a statement of claim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . DYes � No
Form OC-01 rev. /0.l3.06 Page 3 of 10
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Estate af CAROLYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
$. Written natice of the Audit as required by Pa. O.C. Ru1es 6.3, 6.7 and 6.8 has been or will be
given ta all parties in interest listed in itern 9 below, all unpaid creditors and all claixnants
listed in item 10 beic�w. In addition, notice of any questians requiring Adjudicatian as
discussed in item 14 belaw has been or will be given ta all persons affected thereby.
A. If Notice has been given, attach a capy of the Natice as well as a list of the names
and addresses of the parties receiving such Notice.
B, If Notice is yet to 6e given, a copy of the Notice as we�l as a Iist of the names and
addresses ofthe parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is nat sui juris (e.g., minors or incapacitated
persons},Natice of the Audit has been or wi11 be given to the appropriate
representative on such party's behalfas required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved,Notice of the Audit has been or will also be
given to the Attorney General as required under Pa, C}.C. Rule 5.5. In addition,the
Attorney General's clearance certificate (ar proof of service of Notice and a copy
of such Natice) must be submitted herewith ar at the Audit.
9. List all parties (charitable and non-charitable) of whorn Petitioner(s) has/have natice ar
knowledge, having or claiming any interest in the estate as ber�eficia�ies under the Wili or
Codicil(s)or as intestate heirs if there is a camplete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest{s);
Name and.4ddress of Each Pdrsy in Interest � Relationship and Comments,irany � Interest
See Natice Attached See copy of Wili
attached
Form�GO! rev.�0.13.06 Page 4 of 10
Estate of CAROLYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
Name and Address oJEach Parry rn Interesa � Relarionshrp and Comments,i/'any I /nterest
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth,the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
None
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
N/A
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
N/A
Fo�,oc-o� rev. /0./3.06 Page 5 of 10
Estate of CAROLYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
l0. Other than the claim for the fami]y exerr�ption, list the names of atI known ctaimants and
the amount oftheir claims and state whether each claitrr is admitted.
IVame and Address of Each Claimant Amaunt of Ctaim Clarm t�'itl C�arm
Adnrrtted? Be Paid!n
Futl?
Na�� �Yes �Yes
QNo Q Na
�Yes �Yes
�No 0 No
�Yes �Yes
�No �No
�Yes �Yes
�No �No
Ifthe estate is insoivent, attach a schedu�e setting forth the order ofpreference under
20 Pa.C.S. § 3392 and the propased payments.
11. Was family exemptian c�aimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
�Vas family exemption atiowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes QNo
Fami�y exemption claimant's name and retationship:
Name: N�A Relationship:
Form OC-Ol rev. !0.13.06 Page 6 of 10
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Estate of CAROLYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsy�vania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows:
Date Paymenr Interest
NOTlB
13. C}n the date of death,was the decedent a fiduciary
(personal representative,trustee, guardian, agent under power
af attorney} ar surety on the bond af a fiduciary? . . . . . . . . . . . . . . . . . . . �Yes �No
If yes, provide the name of the estate, indicate whether ar� accaunt has been f ted and
confirmed absolutely and atl awards performed, or, in the alternative, how the
decedent's estate will 6e discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudicatiort and state the position af the
Petitioner(s) as ta each question:
None
B. Has notice of the yuestian requiring adjudicatian been given
to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . . . . . . ❑Yes �No
1 S. If Petitioner{s}haslhave knawtedge that a share has been assigned, renaunced,disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
tagether with any relevant supporting documentation.
Fo,�ac-oi rev. 10.13.116 Page 7 of 1�
Estate of CAROLYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . � Yes �No
If yes, attach a copy of the Order if available; otherwise state the Court,term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
See First and Final Account attached
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . ❑Yes 0 No
18. If a reserve is requested, state amount and purpose.
Amouna: 21,000.00
Purp°Se: file accounting and releases; prepare estate income tax returns and pay IRS
and Pennsylvania Estate Income Taxes
If a reserve is i•equested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
If so, attacll a copy of the notice.
19. Is the Court bein<� asked to direct
the filing of a Sef��dule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes ONo
As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No
. . . . . . . . . . . . . . . .
Form OGOI rev. 10.13.06 Page 8 of 10
Estate of CAROLYN HOOVER A/K/A CAROLYN L. HOOVER , Deceased
Wherefore, your Petitioner(s) ask(s)that distribution be awarded to the parties entitled
and suggest(s)that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) Amount/Proporlion
B. Principal:
Proposed Disn iGu�,r!.�) AmoundProportion
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
f �
�: ` �-s
Na f P ' : Ha . Hoover, Jr.
� Q�
Name o Petitioner:
Fo,m oc-oi rev. 10.13.06 Page 9 of 10
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Estate of CAROLYN 1-IOOVER A/K/A CAROLYN L. HOOVER , Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigneci hereby verifies * �tI11t he/she is rirre
of the above-named,:a��,e�f corporation and] that the facts set
forth in the foregoing Peti�ion for Adjudication/ Statement of Proposed Distribution which are
within the personal kno���ledge of the Petitioner are true, and as to facts based on the inforination
of others,the Petitio�lc��. ;�t�ter diligent inquiry, believes them to be true; and that any fal�e
statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
' � �v� '
S' nature etition r
"Corporate petitioners irlusr�ur�tplete bracketed injormation.
Certification of Counsel
The undersib�:��' ���unsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed l�istribution is a true and accurate reproduction of the form Petition
authorized by the Supr�n�e Court, and that no changes to the form have been made beyond the
responses herein.
,
F�
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Signature of Counsel for Petitioner
Fa�oc-oi rev. 10.13.06 Page 10 of 10
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PR.UC}F C}F PUBLICATI�JN
State of Pennsylvania,County of Cumberiand
Mark Heintzelman Publisher,of The Sentinel,of the County and State aforesaid,being
duly sworn,deposes and says that THE SENTINEL, a newspaper of general circulafion
� in the Barough of Carlisle,County and�tate aforesaid,was established December 13t�,
18$1,since which date THE SENTINEL has been regularly issued in said Caunty,and
that the printed natice or publieation attached hereto is exactly the same as was printed
and published in the regular editions and 'zssues of
THE SENTINEL on the followirtg day{s):
Au�us#2Q,27&5e�fiernber 3,2Q12
COPY OF NOTICE QF PUBLICATI(�N
�STATEINOt�cE,.
__
letters TestamerltaeY pn the Esfale of CAROLYN L.HOl7VER a/k/a
CA�t�L�fN Ht70�E�t,tate ot Wes#PsnnsbaTtr Township;Gumbertand Affl7ilt�LtT�1�T d�p05�5�h�t�'1£j Sh�IS Xtt}t
Goun�y,Pen�sylvan6a>tleeeased,have been g�anted to the ufidersigned. 1Z1t2TeSt2C�1Tt t�i�SU�?�LCt ZT11ttL2'Of�12
All psrsons knawing themselves ta be indebted,:io said Estate will make afQrESa1C�.210�"iC�OT 1t�V2T�282IT12Ttt,and that
payment imrrfeBiataly,end those having claims wiEi pressnt#f�em for
seni$+�entib; all allegatians in the foregoing statement as
Harvey E:HooveT.Jr.,Er�ecutor t0 t22112,�?�10E?d21 C�li1T1C��T 4��?t2�311C1�1OI't
cfo Land�s&Biack
3�Souith Hanover Street ' ���t�u�.
Carlisie�PA 1701'3
Robert'R.Siaek,Attdmey .
Sworn t and subscribed before me this
C.�� ��1 z
Notary Public
My commission expires:
�������s..:..,;
N4TARlAL SEAL �
BAMBI APJN HEGKENDd��
NOtary pu��'C
CARtiSIE BORQ�GM,GUfi'=4�ERI�FND�CNTY �
i�ly Commissic�n Ex�ires ,.�' .... ..,K��.�.�,,, ,
�,,�... �
�
PROOF OF PUBLICATION OF N4TICE
IN CUMBERLAND LAW JQURNAL
(Under Act Na. 5$7, appraved May 16, 1929}, P. L.1784
COMMONWEALTH OF PENNSYLVANIA :
, ss.
COUNTY OF CUMBERLAND .
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journat, af the County and
State aforesaid, bei�g d�aly sworn, according ta law, deposes and says that the�umberland Law
Journal, a legal periodical published in the Borc�ugh of Carlisle in the Caunty and State aforesaid,
was established January 2, 1952, and designated by the local courts as the officia! Iegat
periodical for the publication of all legal notices, and has, since January 2, 1952, been regutarly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberiand Law
Journal on the following dates,
viz:
An�ust 24, Au�ust 31, and Set�tember 7, 2012
Affiant fizrther deposes that he is authorized to verify this statement by the Cumberland
Law 3ournal, a legal periodical of general circulation, and that he is nat interested in the subject
matter of the aforesaid notice ar advertisement, and that all allegatians in the foregoing
statements as to time, place and character of publication are true.
r`°' ,
` isa Marze Coyne, itor
�
SWORN TO AND SUBSCRIBED before me thzs
7 day of September» 2Q12
_��
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_._ Natary
Hoover,Carolpn L. a/k/a Garoly�
Hoover,dec'd.
Late of West Pennsboro Township,
Executor: Harvey E. Hoover, Jr.
c jo Landis & Black, 35 Sauth ���„q,���
Hanover Street, Carlisle, PA Np7AR1A4 SEAL
17013. DEBORAN A COi.�.tNS
Attorney: Robert R. Black, Es- Notary Pu6lic
quire.
CARLiSLE 80ROUGH,CuMBERLANp COUNTY
FAy Commiss+on Expires Apr 28,20i4
. �� �
. � pennsylvania � �T
QEPARTMENT OF PUBLIC WEIPARE
November S, 2012
LANDIS & BLACK
RC?BERT R BLACK ESQUIRE
36 S HANOVER ST
CARLISLE PA 17013
Re: Carofyn Hoover
SSN: ###-##-2216
Dear Attorney Black:
Pursuant ta your letter dated November 05, 2012, the Department's, Estate Recovery
Program, has reviewed the infarmatian you provided regarding the above-referenced
individual.
It has been determined that this individuai did not receive any type of assistance
during the questioned period.
Therefore, according to the informatian you pravided, the Department's Estate
Recavery Program wili not seek any recovery from this estate. If your client applied far
Medical Assistance and had an application and/or hearirig pending at the time af death,
please advise us and provide any additianai infarmatian that may affect a recovery by our
Department.
Thank you for yaur cooperation in this matter. If you have any questions, please
contact me.
Sincerely
��.�, �.��
Vince A. Porter
Recovery Section Manager
(717)772-6604
Bureau of Program Integrity � plvision of Thlyd Party Uability � Recovery Section
PO Box 8486 ( Harrisburg,Pennsylvania 17105-8486
IN RE. : 1N THE Ct�URT 4F CC?MMQN PLEAS C1F
. CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF CAROLYN H04VER :
AiKiA CAROLYN L. H44VER, :
Deceased : ORPHANS' C(�URT DIVISI4N
: NO. 2I - 2012-00873
Nt3TICE OF FiLING ACCOUNT AND
SCHEDULE OF PRQPQSED DISTRIBUTIUN
NQTICE IS HEREBY GIVEN that Harvey E. Hnaver, Jr., Executor of the Last VViIi and
Testament of Carolyn Hoover aJkla Carolyn L. Hoover, Deceased, has this date filed the First and Final
Account and Schedule of Proposed Distributian in the abave-captioned estate in the Office of the
Register of Wills in and far Cumberland County, Pennsylvania, where the same are filed as public
recards and tnay be inspected. Enclosed herewith are copies of these documents.
YOU ARE FURTHER NOTIFIED that any exceptions or objections to said Accaunt or
Schedule must be filecl in writing at the Office of the Register of Wills afaresaid prior ta the
confirmation of said A.ccaunt, scheduled as set farth below.
UNLESS written exceptions ar objections are filed prior thereto, said Account and Schedule
will be presented ta th�: abave-captioned Court in Courtraom Na. 1 af the Cumberiand�aunty
Courtht�use, Carlisle, Pennsylvania, at 9:30 A.M.,prevailing time, on Tuesday, October 8, 2413, at
which time said Account will be confirmed and d'zstributian ordered in accordance with the Schedule af
Propased Distribution.
LANDIS & BLACK
By:
Robert R. Black,
Attarney for the Estate of Caralyn Hoover aJk/a
Carolyn L. Haover
Date of Notice.
TO:
Harvey E. Hoover, Jr. Karen B. Arthur
99 Alters Road 1S`Vice President and Senior Trust Officer
Carlisle,PA 17015 ACNB Bank
P.C?. Bax 4566
Gettysburg, PA 17325
.
Mr. John W. Bear Mrs. Barbara Jo Bear
816 Hamilton Street 81 b Hamilton Street
Carlisle, PA 17013 Carlisle, PA 170I3
Mr. Jasort R. Bear Mrs. Amy Jo Abbott
816 Hamilton Street 200 Aston HaII Drive
Carlisle, PA 17QI3 Eads, TN 38028
Grace United Methodist Church Milton S. Hershey Medical Center
A�5 Sauth West Street Penn State University
Carlisle, PA I7013 Attn: Trust Department
Sfl0 University Drive
Hershey, PA 17033
i
O °
LAST WILL AND TESTAMENT
OF
CAROLYN L. HOOVER
I, CAROLYN L. HOOVER, of West Pennsboro Township, Cumberland County,
Pennsylvania, declare this to be my will, hereby revoking all prior will and codicils.
Distributioii of Personal Property
FiRST: I give my personal property to my husband, HARVEY E. HOOVER, JR.,
if he survives me, for a period of thirty (30) days. If he shall not so survive me, I give to my
brother-in-law, John W. Bear, the following personal property: John Deere 40 tractor, John Deere
620 tractor, two (2) wheel cart, grader blade, ladders, welders, drili presses, band saw, bench saw,
lathe and hand tools. I give my household goods and all jewelry to my sister, Barbara Jo Bear, if
she survives me for a period of thirty (30) days. If she does not so survive me, I give said jewelry
to my niece, Amy Jo Abbott and my nephew, Jason R. Bear.
Credit Shelter Trust for Husband
SECOND: I give to my hereinafter named trustee to hold in trust (hereinafter refened
to as "credit shelter trust"), in addition to all assets received directly by trustee that are excludable
from my gross taxable estate for federal estate tax purposes, assets of a total value equal to the
� largest amount, if any, that can pass free of federal estate tax by reason of the unified credit and
any other credits available for federal estate purposes except:
(i) the state death tax credit to the extent that use would require an increase in
the amount of state death taxes paid, and
(ii) the credit for tax on prior transfers to the extent that credit arises from
transfers to me from individuals who die after me.
Such latter amount shall be reduced by the value for federal estate tax purposes of any
�� �
initials
,
gifts which do not qualify for the marital or charitable deduction made by me under this will or
otherwise, and further reduced by an amount equal to the sum of all char�es to principal, except
death taxes {since I direct hereafter that such death taxes be paid from this trust), that are not
deducted in computin� my federal estate tax.
I recognize that depending upon the amount of bequests under my will, my non-
testamentary dispositions, the amount of state death taxes and administration expenses, and other
factors, this trust might be nonexistent or might consume all estate assets, so that no assets may
remain to pass outright to my husband pursuant to the residuary gift.
My executor shall select and distribute to the credit shelter trust, the cash, securities and
other property that shall constitute the credit shelter trust, employing for the purpose of valuation
the adjusted basis of the asset for federal estate tax purposes, provided that the assets distributed
shall be selected in such manner that they shall have an aggregate fair market value fairly
representative of the appreciation or depreciation in the value to the date or dates of distribution
of all assets then available for distribution.
The assets of the credit shelter trust shall be held and distributed on the following terms:
During the lifetime of my husband, HARVEY E. HOOVER, JR., trustee shall pay
and distribute to him or for his benefit the entire net income therefrom, which payments
shall be made to him periodically, but not less frequently than c�uarterly. In addition,
trustee shall from time to time pay to my husband, or shall apply directiy for his benefit, as
. much of the principal of this credit shelter trust as my corporate or disinterested trustee
may consider desirable for his health, maintenance and support, after considering all
resources available to him.
My husband shall have the right to withdraw annually the greater of$5,000 or 5
percent of the principal of this credit shelter trust valued at the end of the calendar year in
which the withdrawal is made. The right of withdrawal shall be exercised only in writing
and delivered to the my corporate or disinterested trustee in the lifetime of my husband
(��-..
2 initials
and the right of withdrawal shali be noncumulative. Upon the death of my husband or at
my death if he shall have predeceased me, the principal of this trust shall become a part of
the residue of my Estate.
Distribution of Residue to Husband
THIRD: If my husband, HARVEY E. HOOVER, JR., survives me for a period of
thirty(30) days, I give the residue of my Estate to him free of all trusts.
Distribution of Residue
FOURTH:
(i) In the event my husband, HARVEY E. HOOVER, JR., does not so survive
me, I give my two farms, namely the Sheaf�'er farm conveyed to me by deed dated August
17, 1987, and recorded in Cumberland County Deed Book "W", Volume 32, Pa�e 633
and the Weibley farm conveyed to me by deed dated February 23, 1998, and recorded in
Cumberland County Deed Book 172, Page 434 to Barbara Jo Bear and John W. Bear, if
they survive me for a period of thirty (30) days. If they, or either of them, do not so
survive me, I give said farms to my niece, Amy Jo Abbott, and my nephew, Jason R. Bear,
or their issue per slirpes, who survive me for a period of thirty (30) days.
(ii) In the event my husband, HARVEY E. HOOVER, JR,, does not so survive
. me, I give the residue of my estate to my hereinafter named Trustee to hold in trust to pay
the entire net income therefrom, which payments shall be at least quarterly, in equal shares
to my niece, Amy Jo Abbott, and my nephew, Jason R. Bear, or the survivor thereof for
and during the term of their natural life.
(iii) Upon the death of both my niece, Amy Jo Abbott, and my nephew, Jason
R. Bear, I devise and bequeath the residue of my estate as follows:
(a) Fifty (50%) percent to the Grace United Methodist Church to be held in a
G ���
3 initials
separate fund known as the Harvey E. Hoover, Jr. and Carolyn L. Hoover
Memorial Fund with interest only payable yearly to said Church for general
operatin� expenses; and
(b) Fifty (50%) percent to the Milton S. Hershey Medical Center of Penn State
University to be used for�eneral research purposes.
Simult�neotis De�th
FIFTH: If my husband and I should die under circumstances which render the order
of our deaths uncertain, for the purposes of the residuary marital gift, it shall be conclusively
presumed that my husband survived me.
Minors �nd Incap:�citated Persons
SIXTH: If any income or principat shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, trustee shall hold such income and principal
during minority or incapacity and shall be entitled to apply such income and principal to the
health, maintenance, support and education of such person during minority or incapacity without
the appointment of any guardian or committee or any authority of court. Trustee shall be entitled
to make direct application or to make application by payment of income and principal to the
parent or other person in char�e of such minor or incapacitated person, or to his or her�uardian
. or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and
principal to which such person shall be entitled shall be paid and distributed to such person upon
the termination of minority or incapacity.
Appointment of Gu�rdi�n of Est�tes of Minors
SEVENTH: I appoint my trustee as guardian of the estates of minors with power to
hold all property payable by law to a guardian appointed by my will and to use the same for the
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minor's health, maintenance, support and education, either directly or by payment to any person
selected by my trustee to disburse it whose receipt shall be a complete acquittance, Guardian
may, in discharge of all of the guardian's duties, pay any minor's share deemed impractical of
administration to the parent or other person in char�e of the minor or to his or her guardian or to
a custodian for the minor under the Uniform Transfers to Minors Act. My trustee as guardian
shall have the same powers as my trustee and shall serve without bond.
Protection of Benefici�ries (Spendthrift Provisions)
EIGHTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the beneficiary.
Powers of Executor and Trustee
NINTH: My executor and trustee and their successors shall have the following
powers in addition to those given by law to be exercised by them in their absolute discretion,
which powers shall be applicable to all property held by them, effective without the order of any
court and until the actual distribution of all such property:
A. To retain any investments at discretion including stock of any corporate
fiduciary, or of a holding company controlling it;
B. To invest and reinvest at discretion without restriction to so-called "legal
. investments," with the specific ri�ht to invest in common and preferred stocks and in such
common trust, diversified, money market and mutual funds as they deem appropriate;
C. To sell, to grant options for the sale of, or otherwise convert any real or
personal property or interest therein, at public or private sale, for such prices, at such time,
in such manner and upon such terms as they may think proper, and to execute and deliver
good and su�cient conveyances, assi�nments and transfers thereof without liability of any
purchaser to see to the application of the purchase money;
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D. To borrow money and to secure its repayment by mort�age of real or
personal property, pledge of investments or otherwise, without liability on the part of the
lenders to see to its application;
E. To compromise claims by or a�ainst my estate or any trust created by this
will;
F. To make distributions in cash or kind, or partly in each;
G. To register investments in the name of a nominee or to hold the same
unregistered in such form that they will pass by delivery;
H. To join in any recapitalization, mer�er, reorganization or voting trust plan
affecting investments, to deposit securities under a�reement, to subscribe for stock and
bond privileges, and �enerally to exercise all rights of security holders;
I. To manage, operate, repair, alter or improve real estate or other property,
and to lease reai estate and other property upon such terms and for such period as my
executor and trustee deems advisable even for more than five years and beyond the
duration of any trust;
J. To deduct administration expenses upon either the federal estate tax return
or fiduciary incame tax return, with or without adjustment between principal and income,
as my corporate or disinterested executor shall determine;
K. To join with my husband and file any income tax or gift tax returns that
may be due on my behalf and to pay so much of such taxes as my corporate or
disinterested executor may deem appropriate and to consent to any gifts made by my
husband being treated as having been made one-half by me;
L. In the absence of a corporate fiduciary, to retain accountants, custodians,
investment advisors and other agents as my executor and trustee shall determine and to
compensate them out of principal or income or both as my executor and trustee shall
determine, such compensation to be a reduction of the compensation of my executor and
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trustee;
M. To disclaim any interest in property without Court approval; and
N. To do all other acts and things necessary or appropriate in the
management, administration and distribution of my estate.
Payment of Death Taxes
TENTH: My executor and trustee shall pay all estate, inheritance and other death
taxes(including the supplemental estate tax on certain qualified plan benefits but not including any
generation skipping tax imposed on a direct skip), together with interest and penalties, which shall
be payable with respect to property or interests subject to taxation by reason of my death and
whether passing under my will or any codicil, or otherwise, including jointly held and other non-
testamentary property. My executor and trustee shall pay the same out of the principal of the
credit shelter trust without apportionment. Only to the extent the credit shelter trust is insufficient
or unless my husband predeceases me shall any such payments be made from my residuary estate.
Appointment of Executor and Trustee
ELEVENTH: I appoint my husband, HARVEY E. HOOVER, JR., Executor of
my will. If my husband, HARVEY E. HOOVER, JR., is unable or unwilling to qualify as
Executor, or havin� qualified is unable or unwilling to continue to act, I appoint Adams County
. National Bank as Executor. I appoint my husband, HARVEY E. HOOVER, JR., and ADAMS
COIJNTY NATIONAL BANK and its successors or the survivor of them as trustees. I further
direct that my Executor and my trustees shall not be required to furnish security in any
jurisdiction.
Compens�tion of Fiduci�ries
TWELFTH: My corporate fiduciary shall be compensated as such in accordance with its
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schedule of fees in effect from time to time when such services are rendered.
Interch�ngelbility of Language
THIRTEENTH: Words used in the singular may be read to include the plural or the
plural may be read as the sin�ular. Similarly, the masculine form may be read to include the
feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter
may be read to include the masculine and feminine.
He�dings
FOURTEENTH: The headings used on the various paragraphs of this will are
included for convenience only and shall have no le�al significance.
/� � �
I have signed this will this /-- day of 2000.
—,
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Carolyn L. oover
,�G�
(Witness)
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(Witness) (
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, Carolyn L. Hoover, the Testatrix in, and �0-�1�� t� . )iJ.�..t�,e f�
8
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and '�-:.�-�_.t �:��,�,�.�. t.���-���{��ru�-��r' , the witnesses to the last will, the attached or
foregoin,� instrument, who have si�ned the instrument, havin�;been duly qualified according to
law da depose and say;
(a) that T, the Testatrix, do hereby acknowledge that I signed and executed the
instnament 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 signed it willingly and executed it as her free and
voluntary act for the purposes there'rn expressed; that each ofus in ttte hearing and sight af
the Testatrix signed the will as a witness and that to the best of our knowledge the
Testatrix was at that time eighteen or more years of age, of sound mind and under no
constraint or undue influence.
,
Caro L. H ver
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(Seal and of�icial capacity of offcer or state
of admission of attorney}
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Susan K.Gu�yer�Not�a
Carlisle Boro,Curnberl�p��
MY�mmission�xpires Sept.4,20p�
Member,Per�nsyiy�ni�Assoclation ot Notarles
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� �; . 1N THE Ct�URT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE QF CARQLYN HOgVER :
A/K/A CAROLYN L. HQOVER, :
Deceased : ORP'HANS' COURT DIVISIC}N
. N4. Z1 - 2012-008�3
FIRST AND FINAL ACCOUNT (1F HARVEY E. H+DOVER, JR.
EXECUTt}R C1F THE
ESTATE UF CAROLYN HO+DVER
A/KJA CAROLYN L. HClOVER
LATE 4F WEST PENNSBORO TO�VNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA
Date of Death: 0'7/2S/2012
Letters Testamentary Granted: 08109/2012
Letters Advertised;
Sentinel - August 24,27 and September 3,2012
Cumberland Law Journal - August 24,31 and September 3,2012
Account�tated as Final
SUMMARY & INDEX
PRINCIPAL PAGE
Recei ts 2 821,910.95
Conversions (Gain) ar Loss) 0.00
Less Disbursements 2, 3 4$,451.b4
Balance Before Distributions 773,459.31
Advancements to Beneficiaries 3 -700.000.00
Princi al Balance Remainin 73,459.3I
INCOME
Recei ts 3 Q.40
Less Disbursements 3 0.00
Income Balance Remainin 4.Q4
C4MBINEI}BALANCE REMAINING '73 459.31
.
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RECEIPTS OF PRINCIPAL
2012
8/13 Adams County National Bank - certificate of deposit 4990520 11,02�.32
8I23 Glenworth Ins. Ca. - return of long term care ins. premium 398.38
8/23 M&T Bank - close checking Acct 4232b2 4,446.67
I4I1 PA Pub�ic School Retire Sup (PSERS} - final retirement check 2,740.80
prorateci
l0ll Adams County National Bank - certificate of deposit check 37.73
10/22 Waddell & Reed Brokerage Acct 26675058 - liquidation proceeds 624,349.70
1 l/9 Eaton Vance - Broker Acct 0003330776 - liquidation proceeds 44,4b3.26
1 I12Q Morgan Stanley- Brokerage Acct 9I3-i0775I-101 - liquidation I03,019.86
proceeds
12/6 Morgan Stanley - Brokerage Acct 913-107751-101 - final 5,432.48
liquidatian praceeds
12/6 Adams County National Bank - certificate of deposit 158168 25,014.75
20I3
5124 PA Department of Reverzue - income tax refund 9$3.�0
Total Receipts of Principal 821,910.95
DISBURSEMENTS C}F PRINCIPAL
2012
$/l S Hoffman-Roth Funeral Home - funeral services 9,6'78.44
9/11 Harvey E. Hoover,jr. -reimbursement for grave opening expenses l,$26.00
�a��
2/15 Landis & Black - on account - attorney fees 9,OQQ.00
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2(15 Landis& Black - reimbursement for administration casts advanced 597.20
2/22 Register of Wills - additional probate fees 354.04
b!� Landis & Black - balance - attorney fees 6,000.00
Reserved:
Register of Wi11s - fiie accounting and releases 500,00
Howard's Accounting Service -CPA - services for preparing estate 504.4Q
income tax returns
IRS and Pennsylvania Estate Income Taxes - Estimate 2Q,000.00
Tota1 Disbursemeztts of Principal 48,4�I.64
RECEIPTS OF INCOME
20i2 & 2013
Total Receipts of Income 0.00
DISBURSEMENTS OF INCOME
2012 &2013
Nane
Tota!Disbarsements of Income 0.40
ADVANCEMENTS TO BENEFICIARIES
2012
l 1/30 Adams County National Bank (ACNB), Trustee of the Carolyn L. 700,000.00
Hoover Credit Shelter Trust - advancement to fund trust
Total Advancements to Beneficiaries 1p�,p{}p.�}p
3
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��' � IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF CAROLYN HOOVER :
A/K/A CAROLYN L. HOOVER, :
Deceased : ORPHANS' COURT DNISION
� NO. 21 - 2012-00873
SCHEDULE OF PROPOSED DISTRIBUTION
Combined Balance for Distribution
Remaining as per First and Final $73,459.31
Account
TO: Adams County National Bank (ACNB), $73,459.31
Trustee for the Carolyn L. hoover Credit
Shelter Trust as per Paragraph Second of
the Will
TOTAL BALANCE FOR
DISTRIBUTION
74 459.31
HARVEY E. HOOVER, JR., Executor under the Last Will and Testament of CAROLYN
HOOVER A/K/A CAROLYN L. HOOVER, deceased, hereby declares under penalties of perjury
that he has fully and faithfully discharged the duties of his office; that the foregoing First and
Final 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 the
first complete advertisement of the grant of letters was more than four months from the date the
account was filed; that, to his knowledge, there are no claims now outstanding against the Estate;
and that all taxes presently due from the estate have been paid. He understands that false
statements herein are made subject to the penalties of 18 Pa. C.S.A. 4904 relating to unsworn
falsification to authorities.
�y,:
.�•;^ .�.'G��� .
' HARV E. H O ER JR. �����
� , ecutor
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1N RE: : IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF CAROLYN HOOVER :
A/K/A CAROLYN L. HOOVER, :
Deceased : ORPHANS' COURT DIVISION
: NO. 21 - 2012-00873
FIRST AND FINAL ACCOUNT OF HARVEY E. HOOVER, JR.
EXECUTOR OF THE �=" ��
ESTATE OF CAROLYN HOOVER c `'' p� �
A/K/A CAROLYN L. HOOVER W � �T; ;:��; r..:�
LATE OF WEST PENNSBORO TOWNSHl� y.�--, r=� r
CUMBERLAND COUNTY, PENNSYLVAN�;� `,,:_; `�`' � "
Date of Death: 07/25/2012 c� ,T-, ,- �-� � ..
� ,.
Letters Testamentary Granted: 08/09/2012 ��� � �' �_, „
c;� '
Letters Advertised: = �� c` r- �'
Sentinel - Au ust 20 27 and Se te r� y��
g , p �er 3, 201�'
Cumberland Law Journal - August 24, 31 and September 3,2012
Account Stated as Final
SUMMARY & INDEX
PRINCIPAL PAGE
Recei ts 2 821,910.95
Conversions (Gain) or(Loss) 0.00
Less Disbursements 2, 3 48.451.64
Balance Before Distributions 773,459.31
Advancements to Beneficiaries 3 -700.000.00
Princi al Balance Remainin 73,459.31
INCOME
Recei ts 3 0.00
Less Disbursements 3 0.00
Income Balance Remainin 0.00
COMBINED BALANCE REMAINING 73 459.31
r � � ,
RECEIPTS OF PRINCIPAL
2012
8/13 Adams County National Bank - certificate of deposit 4990520 11,024.32
8/23 Glenworth Ins. Co. - return of long term care ins. premium 398.38
8/23 M&T Bank - close checking Acct 423262 4,446.67
10/1 PA Public School Retire Sup (PSERS) - final retirement check 2,740.80
prorated
10/1 Adams County National Bank - certificate of deposit check 37.73
10/22 Waddell & Reed Brokerage Acct 26675058 - liquidation proceeds 624,349.70
11/9 Eaton Vance - Broker Acct 0003330776 - liquidation proceeds 44,463.26
11/20 Morgan Stanley- Brokerage Acct 913-107751-101 - liquidation 103,019.86
proceeds
12/6 Morgan Stanley - Brokerage Acct 913-107751-101 - final 5,432.48
liquidation proceeds
12/6 Adams County National Bank- certificate of deposit 158168 25,014.75
2013
5/24 PA Department of Revenue - income tax refund 983.00
Total Receipts of Principal 821,910.95
DISBURSEMENTS OF PRINCIPAL
2012
8/15 Hoffman-Roth Funeral Home - funeral services 9,678.44
9/11 Harvey E. Hoover,jr. - reimbursement for grave opening expenses 1,826.00
2013
2/15 Landis & Black - on account- attorney fees 9,000.00
2
2/15 Landis & Black - reimbursement for administration costs advanced 597.20
2/22 Register of Wills - additional probate fees 350.00
6/4 Landis & Black - balance - attorney fees 6,000.00
Reserved:
Register of Wills - file accounting and releases 500.00
Howard's Accounting Service -CPA - services for preparing estate 500.00
income tax returns
IRS and Pennsylvania Estate Income Taxes - Estimate 20,000.00
Total Disbursements of Principal 48,451.64
RECEIPTS OF INCOME
2012 & 2013
Total Receipts of Income 0.00
DISBURSEMENTS OF INCOME
2012 & 2013
None
Total Disbursements of Income 0.00
ADVANCEMENTS TO BENEFICIARIES
2012
11/30 Adams County National Bank (ACNB), Trustee of the Carolyn L. 700,000.00
Hoover Credit Shelter Trust - advancement to fund trust
Total Advancements to Beneficiaries 700,000.00
3
1 r � f t
IN RE: : IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENI�TSYLVANIA
ESTATE OF CAROLYN HOOVER :
AIKJA CAROLYN L. HOOVER, :
Deceased : ORPHANS' COURT DIVISION
: NO. 2I -2012-40873
SCHEDULE OF PROPOSED DISTRIBUTION
Cambined Balance fc�r Distribution $73,459.31
Remaining as per First and Final
Account
TO: Adams County Natianal Bank(ACNB), $73,459.31
Trustee far the Carolyn L. hoover Credit
Shelter Trust as per Paragraph Second of
the Wi11
TOTAL BALANCE FOR
DiSTRIBUTION 74 459.31
HARVEY E. HOOVER, JR,, Executor under the Last Wi11 and Testament of CARC}LYN
HOOVER A/K/A CAROLYN L. HOOVER, deceased, hereby declares under penalties of perjury
that he has fully and faithfully discharged the duties of his office; that the foregaing First and
Final Account is true and carrect and fully discloses all significant transactions accur7ring during
the accounting period, that al1 known claims against the estate have been paid in fu11; that the
first complete advertisement of the grant of letters was mare than four months from the date the
account was filed; that, to his knawledge, there are na claims now outstanding against the Estate;
and that all taxes presently due from the estate have been paid. He understands that false
statements herein are made subject to the penalties of 1$ Pa. C.S.A. 4904 relating to unsworn
falsification to authorities.
r�c�..,r, �
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' HARV E. H�ER, JR., F�'ecutor
_ O � 1 , t_`-_Y-.r
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LAST WILL AND TESTAMENT
OF
CAROLYN L. HOOVER
I, C.AROLYN L. HOOVER, of West Pennsboro Township, Cumberland County,
Pennsylvania, declare this to be my will, hereby revoking all prior will and codicils.
Distributioii of Personal Property
FIRST: I give my personal property to my husband, HARVEY E. HOOVER, JR.,
if he survives me, for a period of thirty (30) days. If he shall not so survive me, I give to my
brother-in-law, John W. Bear, the following personal property: John Deere 40 tractor, John Deere
620 tractor, two (2) wheel cart, grader blade, ladders, welders, drill presses, band saw, bench saw,
lathe and hand tools. I give my household �oods and all jewelry to my sister, Barbara Jo Bear, if
she survives me for a period of thirty (30) days. If she does not so survive me, I give said jewelry
to my niece, Amy Jo Abbott and my nephew, Jason R. Bear.
Credit Shelter Trust for Husband
SECOND: I give to my hereinafter named trustee to hold in trust (hereinafter referred
to as "credit shelter trust"), in addition to all assets received directly by trustee that are excludable
from my gross taxable estate for federal estate tax purposes, assets of a total va(ue equai to the
� largest amount, if any, that can pass free of federal estate tax by reason of the unified credit and
any other credits available for federal estate purposes except:
(i) the state death tax credit to the extent that use would require an increase in
the amount of state death taxes paid, and
(ii) the credit for tax on prior transfers to the extent that credit arises from
transfers to me from individuals who die after me.
Such latter amount shall be reduced by the value for federal estate tax purposes of any
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gifts which do not qualify for the marital or charitable deduction made by me under this will or
otherwise, and further reduced by an amount equal to the sum of all char�es to principal, except
death taxes {since I direct hereafter that such death taxes be paid from this trust), that are not
deducted in computing my federal estate tax.
I recognize that depending upon the amount of bequests under my will, my non-
testamentary dispositions, the amount of state death taxes and administration expenses, and other
factors, this trust might be nonexistent or might consume all estate assets, so that no assets may
remain to pass outright to my husband pursuant to the residuary gift.
My executor shall select and distribute to the credit shelter trust, the cash, securities and
other property that shall constitute the credit shelter trust, employing for the purpose of valuation
the adjusted basis of the asset for federal estate tax purposes, provided that the assets distributed
shall be selected in such manner that they shall have an aggregate fair market value fairly
representative of the appreciation or depreciation in the value to the date or dates of distribution
of all assets then available for distribution.
The assets of the credit shelter trust shall be held and distributed on the following terms:
During the lifetime of my husband, HARVEY E. HOOVER, JR., trustee shall pay
and distribute to him or for his benefit the entire net income therefrom, which payments
shalt be made to him periodically, but not less frequently than quarterly. In addition,
trustee shall from time to time pay to my husband, or shail apply directly for his benefit, as
. much of the principal of this credit shelter trust as my corporate or disinterested trustee
may consider desirable for his health, maintenance and support, after considering all
resources available to him,
My husband shall have the right to withdraw annually the greater of$5,000 or 5
percent of the principal of this credit shelter trust valued at the end of the calendar year in
which the withdrawal is made. The right of withdrawal shall be exercised only in writing
and delivered to the my corporate or disinterested trustee in the lifetime of my husband
('��. 1-i-..
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� . . . � •
and the right of withdrawal shall be noncumulative. Upon the death of my husband or at
my death if he shall have predeceased me, the principal of this trust shall become a part of
the residue of my Estate.
Distribution of Residue to Husband
THIRD: If my husband, HARVEY E. HOOVER, JR., survives me for a period of
thirty(30) days, I give the residue of my Estate to him free of all trusts.
Distribution of Residue
FOURTH:
(i) In the event my husband, HARVEY E. HOOVER, JR., does not so survive
me, I give my two farms, namely the Sheaffer farm conveyed to me by deed dated August
17, 1987, and recorded in Cumberland County Deed Book "W", Volume 32, Pa�e 633
and the Weibley farm conveyed to me by deed dated February 23, 1998, and recorded in
Cumberland County Deed Book 172, Pa�e 434 to Barbara Jo Bear and John W. Bear, if
they survive me for a period of thirty(30) days. If they, or either of them, do not so
survive me, I give said farms to my niece, Amy Jo Abbott, and my nephew, Jason R. Bear,
or their issue per stirpes, who survive me for a period of thirty (30) days.
(ii) In the event my husband, HARVEY E. HOOVER, JR., does not so survive
. me, I give the residue of my estate to my hereinafter named Trustee to hold in trust to pay
the entire net income therefrom, which payments shall be at least quarterly, in ec�ual shares
to my niece, Amy Jo Abbott, and my nephew, Jason R. Bear, or the survivor thereof for
and during the term of their natural life.
(iii) Upon the death of both my niece, Amy Jo Abbott, and my nephew, Jason
R. Bear, I devise and bequeath the residue of my estate as follows:
(a) Fifty (50%) percent to the Grace United Methodist Church to be held in a
G �!-�
3 initials
separate fund known as the Harvey E. Hoover, 7r. and Carolyn L. Hoover
Memorial Fund with interest only payable yearly to said Church for general
operating expenses; and
(b) Fifty (50%) percent to the Milton S. Hershey Medical Center of Penn State
University to be used for�eneral research purposes.
Simult�neous Death
FIFTH: If my husband and I should die under circumstances which render the order
of our deaths uncertain, for the purposes of the residuary marital gift, it shall be conclusively
presumed that my husband survived me,
Minors �nd Incap;tcitated Persons
SIXTFi: If any income or principal shall be payable to any person who shall be a
minor or who shall be incapacitated for any reason, trustee shall hold such income and principal
during minority or incapacity and shall be entitled to apply such income and principal to the
health, maintenance, support and education of such person during minority or incapacity without
the appointment of any guardian or committee or any authority of court. Trustee shall be entitled
to make direct application or to make application by payment of income and principal to the
parent or other person in charge of such minor or incapacitated person, or to his or her guardian
. or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and
principal to which such person shall be entitled shal( be paid and distributed to such person upon
the termination of minority or incapacity.
Appointment of Gu�rdi�n of Est�tes of Minors
SEVENTH: I appoint my trustee as guardian of the estates of minors with power to
hold all property payable by law to a guardian appointed by my will and to use the same for the
�__!l"
4 initials
minor's health, maintenance, support and education, either directly or by payment to any person
selected by my trustee to disburse it whose receipt shall be a complete acc�uittance. Guardian
may, in discharge of all of the guardian's duties, pay any minor's share deemed impractical of
administration to the parent or other person in char�e of the minor or to his or her guardian or to
a custodian for the minor under the Uniform Transfers to Minors Act. My trustee as guardian
shall have the same powers as my trustee and shall serve without bond.
Protection of BeneCcilries (Spendthrift Provisions)
EIGIiTH: No interest in income or principal shall be assi�nable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the beneficiary.
Powers of Executor and Trustee
NINTH: My executor and trustee and their successors shall have the following
powers in addition to those given by law to be exercised by them in their absolute discretion,
which powers shall be applicable to all property held by them, effective without the order of any
court and until the actual distribution of all such property:
A. To retain any investments at discretion includin� stock of any corporate
fiduciary, or of a holding company controlling it;
B. To invest and reinvest at discretion without restriction to so-called "legal
. investments," with the specific ri�ht to invest in common and preferred stacks and in such
common trust, diversified, money market and mutual funds as they deem appropriate;
C. To sell, to grant options for the sale of, or otherwise convert any real or
personal property or interest therein, at pubiic or private sale, for such prices, at such time,
in such manner and upon such terms as they may think proper, and to execute and deliver
good and suf�icient conveyances, assi�nments and transfers thereof without liability of any
purchaser to see to the application of the purchase money;
.
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5 initials
D. To borrow money and to secure its repayment by mortgage of real or
personal property, pledge of investments or otherwise, without liability on the part of the
lenders to see to its application;
E. To compromise claims by or against my estate or any trust created by this
will;
F. To make distributions in cash or kind, or partly in each;
G. To register investments in the name of a nominee or to hold the same
unregistered in such form that they will pass by delivery;
H. To join in any recapitalization, merger, reor�anization or voting trust plan
affecting investments, to deposit securities under a�reement, to subscribe for stock and
bond privile�es, and generally to exercise all rights of security holders;
I. To manage, operate, repair, alter or improve real estate or other property,
and to lease real estate and other property upon such terms and for such period as my
executor and trustee deems advisable even for more than five years and beyond the
duration of any trust;
J. To deduct administration expenses upon either the federal estate tax return
or fiduciary income tax return, with or without adjustment between principa! and income,
as my corporate or disinterested executor shall determine;
K. To join with my husband and file any income tax or gift tax returns that
may be due on my behalf and to pay so much of such taxes as my corporate or
disinterested executor may deem appropriate and to consent to any gifts made by my
husband being treated as having been made one-half by me;
L. In the absence of a corporate fiduciary, to retain accountants, custodians,
investment advisors and other agents as my executor and trustee shall determine and to
compensate them out of principal or income or both as my executor and trustee shall
determine, such compensation to be a reduction of the compensation of my executor and
6 --�--�-� ��
inrtials
trustee;
M. To disclaim any interest in property without Court approval; and
N. To do all other acts and things necessary or appropriate in the
management, administration and distribution of my estate.
Payment of Death Taxes
TENTH: My executor and trustee shall pay all estate, inheritance and other death
taxes(including the supplemental estate tax on certain qualified plan benefits but not including any
generation skipping tax imposed on a direct skip), to�ether with interest and penalties, which shall
be payable with respect to property or interests subject to taxation by reason of my death and
whether passing under my will or any codicil, or otherwise, includin�jointly held and other non-
testamentary property. My executor and trustee shall pay the same out of the principal of the
credit shelter trust without apportionment. Only to the extent the credit shelter trust is insufficient
or unless my husband predeceases me shall any such payments be made from my residuary estate.
Appointment of Executor and Trustee
ELEVENTH: I appoint my husband, HARVEY E. HOOVER, JR., Executor of
my will. If my husband, HARVEY E. HOOVER, JR., is unable or unwilling to qualify as
Executor, or havin�qualified is unable or unwillin� to continue to act, I appoint Adams County
. National Bank as Executor. I appoint my husband, HARVEY E. HOOVER, JR., and ADAMS
COiJNTY NATIONAL BANK and its successors or the survivor of them as trustees. I further
direct that my Executor and my trustees shall not be required to furnish security in any
jurisdiction.
Compens�tion of Fiduci�ries
TWELFT'H: My corporate fiduciary shall be compensated as such in accordance with its
_�C't'
7 initials
, , • . . .
schedule of fees in efi`'ect from time to time when such services are rendered.
Interch�ngeability of Language
THIRTEENTH: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include the
feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter
may be read to include the masculine and feminine.
He�dings
FOURTEENTH: The headings used on the various paragraphs of this will are
included for convenience only and shall have no legal si�nificance.
/� J
I have signed this will this /� day of �� , 2000.
f ��
Carolyn L. oover
.,�G�t/(�
(witness)
. �
t
(Witness) (
ACKNOWLEDGMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVATIIA )
: SS.
COUNTY OF CUMBERLAND )
�) i,
We, Carolyn L. Hoover, the Testatrix in, and 0-�1�� t� . I�J.�,t'�..t�"�
8
A i � M • �
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and �.�`�_rc.. �:��, �,.. i,�+Cl,.-�s-iu.�.-.� , the witnesses ta the last will, the attached or
faregoing instrument,;who have sig ��d he instrument, having been duly qualified according to
law do depase and say:
�a} that I, the Testatrix, do hereby acknowled�e that I signed and executed the
instrument as my last wiil, that I signed it willingly and as my free and votuntary act far the
purpases therein expressed; and
{b) that we, the witnesses, were present and saw the Testatrix sign and execute
the instrument as tter last will, that she signed it wilfin�ty and executed it as her free and
voluntary act for the purposes therein expressed;that each ofus in the hearing and sight of
the Testatrix signed the wiil as a witness and that to the best of our knowledge the
Testatrix was at that time ei�hteen ar more years af age, of saund mind and under no
constraint or undue mfluence.
�
, ,
Caro L. H ver
�,..� .�'��-�.
��
witness
� �
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r�, J �.
f�..'..� �..� :
Witness
. ��
�'���"��J ��.�t,����_,
� {Signattare of 4fficer o�attorrie�)�
{Seai and official capacity of o#�icer or state
of admissian ofattorney)
•---�_._,__
Susan K�Guayea�(�Q��y pu�fc
Car{isle Boro,Cumberland County
MY�mmtssion Expires Sept.4,2pQg
Member,Pennsyiyanla qssoetation ot Nolaries
9