HomeMy WebLinkAbout04-15-05
COMMONWEALTH Of
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128#0601
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
REV.1500 EX .j- (6-00)
*'
FILE NUMBER
ll. 2005
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
03'54
NUMBER
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DECEDENT'S NAME (LASI. FIRSI, AND MIDDLE \NII\Al}
Leedy, Nancy L.
DAlE OF DEA,IH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
204-30-5068
DATE OF BIRTH (MM-DO-YEAR)
02-25-2005
01-02-1927
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INl1IAL)
0' Original Return 2. Supplemental Return 0 3. Ramainder Ratum (date of cleath pnorto 12-13-.82)
...
:r::!;icn 04 Limited Estate 4a. Future Interest Compromise (date of death after 0 5. Federal Estate Tax Return Required
...ii!~ 12-12-82)
...~...
,,00 ~6 Decedent Died Testate (Attach 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
...~~
~m copy of Will} copy of Trust)
~
~ 09 Litigation Proceeds Received 10. S~usal povell Credit (dale of death between o 11.Election10 1ax under Sec. 9113(A) (Attach Soh OJ
1 -.31-91 and 1-1- 5)
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NAME
David J. Lenox
FIRM HAME (\f applicable)
The Wiley Group, PC
TElEPHONE NUMBER
717-432-9666
COMPLETE MAILING ADDRESS
130 W. Church Street
Dillsburg, PA 17019
(1) None
(2) None
(3) None
(4) None
(5) 6,769.61
(6) None
(7) None
(8)
(9) 4,966.00
(10) 3,929.54
6,769.61
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
OFFICIAL USE OJIIL '(
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate BlIIlng Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
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 (total Lines 9 & 10)
(11)
8,895.54
12. Net Value of Estate (Line 8 minus Line 11)
(12)
insolvent
13. Charitable and Governmental BequestsfSec 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
0.00
(14)
0.00
SEE INSTRUCTtONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116{a){1.2)
0 (16)
;:: 16. Amount of Une 14 taxable at lineal rate 0.00 x .045
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D- 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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u 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
X x
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.... 19. Tax Due
(19)
0.00
0.00
0.00
0.00
0.00
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Copyright 2002 fonn software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00:
Decedent's Complete Address:
STREET ADDRESS
5340 Oxford Circle
CITY Mechanicsburg
ISTATE PA
\ZIP 1705'S
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
R Prior Payments
C. Discount
0.00
Tolal Cre<lils (A + B + C)
3. InteresUPenalty jf applicable
D. Interest
E. Penalty
TolallnleresUPenalty (D + E)
4. 1f Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B, Enter the lotal of Line 5 + SA. This is Ihe BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
0.00
(2)
0.00
(3)
(4)
(5) 0.00
(SA)
(5B) 0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income oflhe property transferred;.... ................................,... ................ 0 [!J
b. retain the right to designate who shall use the property transferred or its income;............. 0 [!]
c. retain a reversionary interest; or.. ................................... .........................................."........ 0 0
d. receive the promise for life of either payments, benefits or care?.................. ............................. 0 [!]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.......... ........... ....... .... ....... ........... ............ ... .......... ... ................. ... ................ D [!]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her deaU.l?..... 0 [!]
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation?. ................. .................... .............................. ................ 0 [!J
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 that I have examined this return. including accompanying schedules and statemenls, and to the best of my knowledge and belief, \t \s true, COT7ec\
end
complete. Declaration of preparer other than the personal representative is based on all infonnalion of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
L Iieliof~er J
5340 Oxford Circle
Mechanicsburg. PA 17055
ILlNG RETURN
ADDRESS
DATE
~ ~~~-
DATE
ADDRESS
DATE
130 W. Church Street
Dillsburg, PA 17019
<-1(;- ~ f~
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)].
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 of the 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 statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S.
~9116 1.2)[72P.S.~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use ofthe decedent's siblings is 12% [72 P.S. ~9116 (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.
1Ucu'tf 21iHl cUtb- 'Q}t$tam~nf
OF
NANCY L. LEEDY
I, NANCY L. LEEDY, of Lower Allen Township, Cumberland
County , Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and
declare this my Last will and Testament.
1-
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can
conveniently be done.
2.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, I give, devise
and bequeath to my daughter, LESLIE HOFFER, absolutely and
'in fee simple.
3.
'Lastly, I nominate, constitute and appoint my daughter,
LESLIE HOFFER, to be the Executrix of this my Last will and
Testament. ,I further direct that no bond or other security
be required of my personal representative to guarantee
.~
faithful performance of her duties.
seal
IN WITNESS ,ym-EREOF, I have hereunto
this ( b fA day of June, 1994.
set my hand and
!
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Wv\V\
I Nan€} L.
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( SEAL)
~.
Signed, sealed, pUblished and declared by the above-
named NANCY L. LEEDY as and for her Last will and
Testament, in the presence of us who have subscribed our
names hereto as witnesses, at her request, in I:ler presenc~..
. and in the presence of each pther.
R.v-1S08 EX+(6-98}
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Leedy, Nancy L.
FILE NUMBER
21-2005-
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jolntly-owned with the rlght of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Members 1st FCU Checking Account Number 139532-11
VALUE AT DATE
OF DEATH
4.708.20
2 Members 1st FCU Money Management Account Number 139532-05:
0.02
3 Members 1st FCU Savings Account Number 139532-00:
1.561.39
4 Property Rebate:
500.00
TOTAL (Also enter on Line 5, Recapitulation)
6.769.61
(If more space IS needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX'" (12-99)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Leedy, Nancy L.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-2005-
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 436.00
B. ADMINISTRATIVE COSTS;
1. Personal Representative's Commissions
Social Security Number(s} I EIN Number of Personal Representative(s):
Street Address
City Slale Zip
-
Year(s) Commission paid
2. Attomey's Fees The Wiley Group, PC 1,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant Leslie Hoffer
Street Address 5430 Oxford Circle, Apt. 46
Cily Mechanicsburg Slale PA Zip 17055
Relationship of Claimant to Decedent Daughter
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 30.00
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 4,966.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502EX" (6-98)
*
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
lNHE:RIT/l.NCE TAA RETURN
RESIDENTDECEOENT
Leedy. Nancy L.
IFILE NUMBER
21-2005-
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Register of Wills (filing fee - inheritance tax return):
15.00
2
Register of Wills (Petition for Settlement of Small Estate):
15.00
Subtotal
30.00
Copyright (c) 2002 form software only The Laekner Group, Inc.
FOnT! PA-1500 Schedule H-ST (Rev. 6-98)
~v_1512EX.f-(6.98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE. TAX RE.TURN
RESIDENT DECEDENT
Leedy, Nancy L.
FILE NUMBER
21-2005-
ESTATE OF
Include unrelmbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 VISA - credit card:
VALUE AT DATE
OF DEATH
3,929.54
TOTAL (Also enter on Line 10, Recapitulation)
3,929.54
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule I (Rev. 6-98)
RE\l.-1513 EX (9-00)
*'
.
SCHEDULE .I
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Leedy, Nancy L. 21-2005-
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright sfrousal
distributions, and ransfers
under Sec. 9116(.)(1.2)]
Leslie Hoffer Daughter one hundred
PA percent
Total
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1600 COVER SHEET 0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Fonn PA-1500 Schedule J (Rev. 6-98)
.iYK-U j -l:'UUb r~ I 02: 08 PM
Share_ and Loan List
MEMBERS 1ST ROSSMOYNE
7177955102
P. 02
Aceount0000139532
Account Type: General Member'ship
Member-
N aney L Leedy
Relationship Code 00
Type Bil.thdate SSN HomePhone
5340 OXFORD CIRCLE
QUINCY BLDG #46
MECHANICSBURG, PA 17055-4426
Share
800
805
811
Description
REGULAR SAVINGS
MONEY MANAGEMENT
CHECKING
Mllturity Hate
Available
- 23.68
0.02
1.01
Balanee
1,561.39
0.02
4,708.20
41:J.1-~<f99- 'l139-53~3
U J:Sf-:L bo.10Jl<:.e- Q .3929.51
file://C :\Program%20FiIes\Symitar\SFW\HTML\HTML View _ 0557726.htm
4/1/2005
J3/22 10:36 FAX 7176057706
_ _ NAyjCLCODE 009
I4i 002
Zmmerm~J1er
FUNERAL HOME, INC.
4100 JONESTOWN ROAD, HARRISBURG, PA n109 . 717 545-4001
MARIANNE E. CORL, SUPERVISOR
2-28-2005
Leslie G. Hoffer
5340 Oxford Circle, Apt. 46
Mechan1csburg, PA 17055
Nancy L. Leedy - Deceased
X Professional Services
X Limousine
Other
$3,395.00
$276.00
SUB TOTAL
$3,671.00
X Casket-Schuylkill Baven Oak
X Outer Container-Clark
Suit/Dress
Underclothing
Slippers
X Register Book
X Memorial Folders
X Thank You Cards
Other
$3,095.00
$1,250.00
$30.00
$40.00
$10.00
SUB TOTAL
$4,425.00
Grave Opening Charge
Cemetery Equipment
X Newspaper-Patriot News
Newspaper
Newspaper
X Honorarium
X 5 Certified Copies
Hairdresser
X Flowers
Flowers
Other
Other
$136.00
$100.00
$30.00
$159.00
SUB TOTAL
$425.00
TOTAL $8,521.00
PAID
BALANCE DUE $8 521.00
AW\o~ Dw t.~ -7> Q
IF ~r" ',"\ 'i"<
Thi, is to certify that the information here given is correctly copied from an original certificate of death d,uly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
11336673
No.
/'
ur.a./l-....fl.
Fee for this certificate. $6.00
Local Registrar
p
"1>> d..'ffJ; o? ,;U)rJ''l
,
Date
c:2/0Z;-- 3CJCI
tllG~ 14:Jfk, 2,.'~1
COMMONWEALTH Of PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
STATE f"EM.lMeER
TYPE/PRINT
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PERMANENT
6l.-ACKINK
N~MF.llf OECEo.EN1IF'f5l Miclclla.la'l)
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I<GEllastB,IlMay)
NanCL
L. teed
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SOCIAl SECURITY NUMBEI'l:
, 204 30 5068
DATE OF DEATH (Montn, Day, Year)
4. Fe.bltuaJt 25, 2005
.
COUNTYDFDEATH
78Yr>
BIRTl1PlACE (C~y and
Stale a Fae'Qn COL>1l1y) tlO N.
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FACIUTY NAME {It 001 inSliluliOO, give itr""t and numb...)
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RACE.Ame...o.onlr>dlM 81aCk,\M'Ilta.et
(S~ITYJ .
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DECEDENT'S USUAL OCCUPATION KINO OF BUSINESS '"NDUSTRY
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DECEl)ENT'SMAlIINGA URESS(Slralll,CityfTownSlIIte
5340 Ox6okd eMC!e Apt 46
16. Me.chan{c,6buJr.g. PA 17055
ip ode) DECEDENT'S
ACTUAl
RESlo.ENCE
(Seemtructions
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FATHER'S NAME (F".t. M,ddle, l.a.l)
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INFORMANT'S NAME (TypeJPrjnt)
2e..
METHOD OF DISPOSITION
!Ju...alIIlCfelna~on D~emo"alflo",Stale 0
Oone'iSpeClf}')
F FUNERAl SERVICE II
e~
MOTHER'S NAME (Fim, Mid<le, MaideflSurnama)
1~ G~et~hen Le~ch
INFORMANT'S MAJlING ADDRJ'SS (~lrNl.I<'l\'fTOWI} SI81I, Z;pCode)
20b. 5340 Ux. Md C<<cre.. 1\ t. 46 Me.~hani.c,6bU1[ ,
PlACE OF QjSPOSITlpN. Na"", orCemelery, CramelOl)r lOCATION. CilyfTown. Slate, lip Code
orOlh8rPiaoaInd.<.antown Gap
21e. Natin f. e.t 21d vi
NAME AND ADDRESS OF FAClllTYZ.<.mme1[man-AuVt Funvrai
ZZe. .
PA 1705
Do,,,,!
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UCENSENUMBER
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"MEDICAl ~X,o,MINERlCORONER
~:,~::::I~::~~'~"'lnaUo" and/or lnvutllllllon, In my opinion, <Iuth ""Ollrred .llhltlme, d.le, Ind pl.oce, ond d..elo the c'UItl"lo, and 0
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REG1SJ.!r"S SIGNATURE A'1lN~ER,
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OF
NANCY L. LEEDY
I, NANCY L. LEEDY, of Lower Allen Township, Cumberland
. County , Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and
declare this my Last will and Testament.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can
conveniently be done.
...._J
2.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, I give, devise
and bequeath to my daughter, LESLIE HOFFER, absolutely and
in fee simple.
3.
Lastly, I nominate, constitute and appoint my daughter,
LESLIE HOFFER, to be the Executrix of this my Last will and
Testament. -I further direct that no bond or other security
be required of my personal representative to guarantee
~
faithful performance of her duties.
seal
IN WITNESS r:EREOF, I have hereunto set my hand and
this ! t'! day of June, 1994.
,
',/
\
, I
,
(SEAL)
Nanby L. Leedy
v
Signed, sealed, published and declared by the above-
named NANCY L. LEEDY as and for her Last will and
Testament, in the presence of us who have subscribed our
names hereto as witnesses, at her request, in her presence
and in the presence of each other.
(-\ G
. --b/L h-1 ..; L
(-
lJ!e2+ If?;)
In the Matter of the Estate
of Nancy L. Leedy,
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PA
Deceased
Orphans' Court Division
No.t).I-05- 005l~
Petition for Settlement of Small Estate
TO THE HONORABLE, THE JUDGE OF SAID COURT:
The petition of the undersigned respectfully represents:
(1) The name, address and relationship of your petitioner to the above decedent:
Name:
Address:
Relationship:
Leslie Hoffer
5430 Oxford Circle, Apt. #46, Mechanicsburg, P A 17055
Daughter, sole beneficiary, named Executrix.
~.,-,
(2) The decedent died on February 25, 2005, a resident of 5430 Oxford Circle, Apt.
#46, Mechanicsburg, Pennsylvania 17055;
(3) Said decedent died Testate, leaving a will, a copy of which is hereto attached, in
which the personal representative named therein is Leslie Hoffer;
(4)
estate are:
The names, relationships and interests of all parties beneficially interested in the
a. Leslie Hoffer - Daughter - 100%
(5) The following person is entitled to, and claims, the family exemption of$3,500.00
by virtue of being a member of the same household as the decedent:
Name: LESLIE HOFFER
Relationship: Daughter
(6) Said decedent died owning property (exclusive of real estate and of wages, salary,
pension or vacation benefits) of a gross value not exceeding $35,000.00, which is itemized as
follows:
Item
Members 1'1 FCU Savings Account:
Members 1 'I FCU Checking Account:
Members 1 'I FCU Money Management Account:
Property Tax Rebate:
Amount
$1,561.39
$4,708.20
$ .02
$ 500.00
Total $
$6,769.61
(7)
An itemized statement of all claims against the estate is as follows:
(a)
following:
Claims heretofore paid by Wiley, Lenox, Colgan, & Marzzacco, P.C., to the
Claimant
Register of Wills
Nature
Filing Small Estate Petition
And Inheritance Tax Return:
Amount
$30.00
(8) Claims heretofore paid by Leslie Hoffer, to the following:
Claimant
Wiley, Lenox, Colgan, & Marzzacco, P.C.
Nature
Partial Attorney
Fee:
Amount
Zimmerman Auer Funeral Home, Inc.:
$500.00
$436.00
Total
$
966.00
(b) Claims remaining unpaid:
Claimant
Wiley, Lenox, Colgan, & Marzzacco, P.C.
VISA
Nature
Attorney Fee:
Credit Card:
Amount
$ 500.00
$3,929.54
Total
$
4,429.54
(8) The Petitioner will cause to be paid all Pennsylvania inheritance taxes due on all
property to be awarded.
(9) All parties beneficially interested in the estate other than the petitioner have
(strike inapplicable words)
a. Signed the joinder in this petition which is attached hereto.
WHEREFORE, your petitioner prays that the above property of the decedent be
distributed under Section 3102 of the P-E-F Code as follows:
(a) On account of the family exemption:
Name:
Leslie Hoffer:
(b) In reimbursement of claims against the estate heretofore paid:
Name:
Wiley, Lenox, Colgan, & Marzzacco, P.C.:
Leslie Hoffer:
Amount:
$1,374.Q7
Amount:
$ 30.00
$ 936.00
Total $
966.00
(c) For payment of claims against the estate remaining unpaid:
Name:
Wiley, Lenox, Colgan, & Marzzacco, P.C.:
VISA:
$
$
Amount:
500.00
3,929.54
Total $
4,429.54
(d) In distribution in accordance with the interests in the estate:
Name: Amount:
00~ //:
Attorney for etitiOll'er
Total: $ 6,769.61
(j~ ~J
Petitioner
\~~~M
VERIFICATION
This day of , 2005, the foregoing petitioner hereby
verifies, subject to the penalties of 18 Pa.C.S. 4904 (relating to unsworn falsification to
authorities), that the facts set forth in the foregoing petition which are within hislher knowledge
are true, and as to the facts based on information received, after diligent inquiry, he/she believes
them to be true. d! ~ 1) \~ ~~
Petitioner '
JOINDER
We, the undersigned, being all the parties, other than the petitioner, beneficially interested
in the estate of the foregoing decedent, do hereby certify that we have read the foregoing petition
and join the prayer thereof.
ORDER
AND NOW, TO WIT: This day of ,2005, upon consideration
of the foregoing petition and on motion of the attorney for the petitioner, it is ordered that the
property of the decedent be distributed under Section 3102 of the P-E-F code as follows:
Name
Amount
Leslie G. Hoffer (reimbursement):
Wilev, Lenox, Colgan, & Marzzacco, P.c. (Balance of fee):
Wilev, Lenox, Colgan, & Marzzacco, P.C. (reimbursement):
Balance to VISA:
Leslie G. Hoffer (balance):
$ 936.00
$ 500.00
$ 30.00
$3,929.54
$1.374.07
Total: $
6,769.61
This decree of distribution shall constitute sufficient authority to all transfer agents,
registrars and others dealing with the property of the estate to recognize the persons named herein
as entitled to receive such property without administration, and shall in all respects have the same
effect as a decree of distribution after an accounting by a personal representative.
BY THE COURT,
Judge
1!IaEft 'J1lliHl ana 'Q}tEftamtnt
OF
NANCY L. LEEDY
I, NANCY L. LEEDY, of Lower Allen Township, Cumberland
County , Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and
declare this my Last will and Testament.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can
conveniently be done.
2.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, r give, devise
and bequeath to my daughter, LESLIE HOFFER, absolutely and
in fee simple.
3.
Lastly, I nominate, constitute and appoint my daughter,
LESLIE HOFFER, to be the Executrix of this my Last will and
Testament. .r further direct that no bond or other security
be required of my personal representative to guarantee
,.., .~
'"'-
faithful performance of her duties.
seal
IN WITNESS ,fHEREOF, I have hereunto
this ! b fA day of June, 1994.
set my hand and
/~., r.
(.f;
J
I Wv\ VI
I Nan€!
j j 1
\.i C ,..e/ ",1 /
. I
L. Leedy d
(SEAL)
Signed, sealed, published and declared by the above-
named NANCY L. LEEDY as and for her Last will and
Testament, in the presence of us who have subscribed our
names hereto as witnesses, at her request, in her presence
and in the presence of each other.
805 REV ]/05
[his is tQ certify that the infOlmation here given is conectly copied from an Oliginal certificate of death r,july filed with me a,
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
F~e for this certificate, $6.00
p
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,1fR-01-2005 FRI 02:08 PM
Share and Loan List
MEMBERS 1ST ROSSMOYNE
7177955102
p, 02
~
Account 0000139532
Account Type: General Membership
Member
Nancy L Leedy
Relationship Code 00
Type Birthdate SSN Home Phone
5340 OXFORD CIRCLE
QUINCY BLDG #46
MECHANICSBURG, PA 17055-4426
Share
SOO
805
811
Description
REGULAR SAVINGS
MONEY MANAGEMENT
CHECKING
Mllturity Hate
Available
- 23.68
0.02
1.01
Balance
1,561.39
0.02
4,708.20
11:).1-1.1</99- 'l139-53~3
U .:::(Sr.t bo.\C1.r)(':.e. ..3929.51
file:I/C:\Prograrn%20Files\Symitar\SFW\HTML \HTML View _ 0557726.htm
4/1/2005
J3/22 10:36 FAX 7176057706
_ _ NAYlCCCODE 009
19]002
Zmmennans:2ftJ:1er
FUNERAL HOME, INC.
4100 JONESTOWN ROAD, HARRISBURG, PA 17109 . 717 545~40D1
MARIANNE E. CORL, SUPERVISOR
2-28-2005
Les11e G. Hoffe.
5340 Oxfo.d C1.cle, Apt. 46
Mechan1csbu.g, PA 17055
Nancy L. Leedy - Deceased
X P.ofess1onal Se.v1ces
X L1mous1ne
Other
$3,395.00
$276.00
SUB TOTAL
$3,671.00
X Casket-Schuylk1ll Haven Oak
X Oute. Conta1ne.-Clark
Su1t/D.ess
Undercloth1ng
S11ppe.s
X Reg1ster Book
X Memo.1al Folde.s
X Thank You Ca.ds
Othe.
$3,095.00
$1,250.00
$30.00
$40.00
$10.00
SUB TOTAL
$4,425.00
G.ave Open1ng Cha.ge
Cemete.y Equ1pment
X Newspaper-Pat.1ot News
Newspape.
Newspape.
X Hono.a.1um
X 5 Cert1f1ed Cop1es
Ha1.d.esse.
X F1owe.s
F1owe.s
Othe.
Othe.
$136.00
$100.00
$30.00
$159.00
SUB TOTAL
$425.00
TOTAL $8,521.00
PAID
BALANCE DUE $8 521.00
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