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HomeMy WebLinkAbout01-0657 PETITION FOR PROBATE and GRANT OF LETTERS Estate of f'"red /)/):A,. P J.J H60vR-f No. 021-0 J - t:,$j also known as To: Register of Wills for the County of in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: , Deceased. Social Security No. j 8''' 0:5 7 I 2.. t.JJ Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated 0 q / I 7 / 1C}(o ~ and codicil(s) dated J d / I) 4 / i q })q { { ( I named ,19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in h last family or principal residence at In'-doll t. k'Fl -!nfOYl.J h..:;p (list street, number and muncipality) De~endent, then H years of age, died . ) ic '1 7 , ~...) t>o " at l:.uilVl~r/(1 .-..(') (Y'[l ~ \' III'. q,f . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (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: $ 35.000.00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters theron. "* (testamentary; administration c. t.a.; administration d. b. n.C. La.) ~ '/> I~ ~rr1 ~~~v€r -~'~~A ~ ~.~ uS Z1'm ~-tt:l~('J flA 1/0'70 Cd';: 3~ "'... ::;0 ~ r:: 00 r.n OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. {~LUV~~~ Sworn to or affirmed and subscribed before me this 10th day of 7l11"f C. i.;~~ ~".pl! <:,y~~2Q.QL I gister VJ aQ' ;:s t::l ..... l:: ~ ~ No. 21-01-657 Estate of FREOONIA R. HOOVER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JULY 11 ~2001 ,in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Sept. 17,1968 COCICIL DATED: NOV.9,1984 described therein be admitted to probate and filed of record as the last will of FREDONIA R. HOOVER TESTAMENTARY BARRY LEE HOOVER and Letters are hereby granted to 7Yll},,4 Q..~.v-<.. llJ,.,.. P.8.~ . _ Re~ster of Wills FEES Probate, Letters, Etc. ......... Short Certificates( 1) . . . . . . . . . . ~iiW~fion ................ Codicil JCP $ 70.00 $ 3.00 $ 6.00_ $ 10,50 5.00 TOTAL _ $ 94.50 Filed .... .~X. n.,.~QQJ... . .... . . . . . . . . . ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE :1 __ . ~ ^ oJJ \ Il ) HIOS.80S REV ~/B(l This is to .certify that t~e. inform~:ion he~e given is correctly copiS,d from an original certificate of death duly filed with me as Local RegIstrar. The ongmal certificate wIll be forwarded to the'''~tate Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photC?stat or photograph. 21-01-657 Fee for this certificate, $2.00 p 7431501 No. ~~Lx~'~ JUL 0 9 2001 Date ,143 FWt. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH . SWfFU_ ~SE~:~~ _ 7126 =r:;~3~;'_1 _ ==~ J=::DfRH~"""oN___""'-"'''!''OO~R: . isbJrg, . PA ::- 0 f_ 0 0Q4 0 .--J:=-- ~ MCLITV _ (11"'__. _........_. ~~.. "NTOFHl8l'l\HlC:ONGIH? .... ....o.__c..... CUmberlarrl Crossings --- K... """ DECEDENT EVE~" DECEilEKr$EDUCRION . """",,,-sWUs'._ u.s._DFOACElI1 ___ ....O...~ ~~ .. ...._..Jiiddlesex _ OF DECEDEHTtf... _. c-. t. Fredonia R. Hoover AGE Cl- _ UNDE~ ,_ - Do,o s. 89 v,.. COUNTY OF DERH UNDE~ 1 ow -!- . . CUmber larrl Co. .. Middlesex Twp. DECEllENT"S_~ ICINDOF . _al____ ~te......--I 1~ , 1lECBlEMT'S___........~._1Ip~ , l.a1gsdorf Way ... Carlisle, PA 17013 ---,..._.~ 1 W~lliam Blyler ~-(T~ Hoover MElMlOOI' Q~ ,... _ 0 :::..w 0 1:;i-=--~YHo . __SPOUSE ..---- .. PA 17070 PUCE 01' .00... _ Rolling Green Cemetery Allen Twp. ,PA 17011 2'''' AMD_CWIlOClUTY FUB:al IiIte & cmn. &v.324 Hmrel. ~, I UCENSE..-.. __ DolL _ o o o P\ACEOFIMJUIlY...._.____... -.-...... oSlloCOoI ... [ : If\.. {0..4/ c-f.'d VI.. ~ 'S("AS r? DUE 10I0Il AS A COO&OUENCE Of): No OFDERH - ~ - - Q -.-.- - 0 c.-.I....._ OR'E OF IMJUIlY . !lor. _ 2t. -. _1Chodl...,_ -.-.~.__~~-..---_..._--__-231 ......-....,..-....,---.....-'" """'--- . ....... ....... ....... ... ....... ..... '" ...... ...... ...-_NlO~_~-...___~lD_.._1 ......-....,~.-_.....-.-."""'_.--....._---_......................... Mm" 0IIw..-_......._..... ..--.Ia...-..._....Ia~l TIloIf:OF~ ~-~~ -.olCAL~ =.~..::.:,~.~~:~':'.~~:~~~~~~..~l~:~.~:~.~~~~~.~ 0 ~1.. AE~SlGHRUIlfNlO:;t;"- t< (' ~,/.( I ~ ~ '~JL- 34. CODICIL TO LAST WILL AND TESTAMENT OF FREDONIA R. HOOVER I, FREDONIA R. HOOVER, of New Cumberland, Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will dated September 17, 1968. I - I bequeath my opal ring with diamonds unto my granddaughte , Monique Rigling. II - In all other respects, I hereby ratify, confirm and republish my Last Will dated September 17, 1968, together with this sole codicil as and for my Last Will. ~ITNESS WHEREOF, I have hereunto set my hand and seal on this, the! . day ofr~~~L1.) , 1984. I . ~~R~ redonia R.'Ho6 er (SEAL) Signed, published and declared on the date thereof by the above named Fredonia R. Hoover as and for the sole codicil to her Last Will dated September 17, 1968, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses hereto. ~Z(~ 4 ~~p- Nam;e '-. " I,,/J ~':'~~/uJ.1 ~{~_&--~ Name // f/ ,I ~ /4-1-.-- { A:J ----G/ Address ~' (/ / k'~/-I! A dress ' ,/ c~'- / -7 , "//,-^--,, ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET, CAMP HILL, PA 17011 CO~~10NWEALTH OF PENNSYLVANIA) SSe COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned avt~ority that the testatrix signed and executed the instrument as h~r ;f2~f:CW!1!O and Testament and that she signed willingly (or ,..,.illingly dlrected another to sign for her), and that she executed it as her free will anq voluntary act for the purposes therein expressed, ana that each of the witnesses, in the presence and hearing. of the testatrix signed the will as wi tnesse's and that to the best of their knowledge the testatrix was at that time eighteen yearsbf age or olderl of sound mind, and under no constraint or undue influence. l;vJ~?II~ ." Testatrlx v1i tness ~Jd A~~L~ . W tness . . and day Subsc:-ibed,. sworn to and acknowledged.'befo:-e me by the. test~tr.:i.,..x, subscrlbed ahp sworn to before me by both wltnesses,-thls )?~ of ~~() , 198L. . ~. )f!u~~1 Notary u131ic"" BAReARA N. KINN. 0I0T,(Ry PUBliC . . r~MP Hlll BORO. CUMBERLAND COUNTY M"( CCMMISSION EXPIRES APR. 22. 19'85 r.ie:nbcr, Pennsylvania Association of Notaries ARNOLD & SLIKE, ATTORNEYS-AT-LAW, 2109 MARKET STREET. CAMP HILL, PA 17011 LAST WILL AND TESTAMENT OF FREDONIA R. HOOVER I, FREDONIA R. HOOVER, of New Cumberland, Cumberland County, Pennsylvania, declare this to be my Last will and Testament, hereby revoking any will previously made by me. I - I devise and bequeath all of my estate of whatever nature and wheresoever situate to my husband, Jesse H. Hoover, providing he survives me by thirty (30) days. II - Should my said husband fail to be living on the thirty-first (31st) day following my death, then I devise and bequeath all of my estate of whatever nature and wheresoever situate unto my son, Barry Lee Hoover, per stirpes. III - I appoint James K. Arnold, Esquire, of Camp Hill, Pennsylvania, guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifi- cally done so. It is my intention to appoint my said guardian, James K. Arnold, Esquire, as guardian in all of the instances where I am authorized by law or permitted to do so. Such guardian shall have the power to use principal as well as income from time to time for the minoris education, support and welfare without further responsibility to the minor or minors or to any person taking care of the minor or minors. It is my intention that the foregoing powers may be exercised by the guardian without prior court approval. The said guardianship shall terminate as to each beneficiary when he or she reaches the age of 21 years, at which time his or her share of the principal and any accumulated income shall be distributed to him or her absolutely. The interest of the beneficiary or beneficiaries hereunder shall not be subject to ARNOLD 8: SLlKE anticipation or to voluntary or involuntary alienation. UTORNEYS AT LAW Page 1 2109 IIARKET STREIT CA.MP HILL. PINNSYLVA,NIA IV - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate and my personal representative or representatives shall have the absolute power in his or her discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. v - I appoint my husband, Jesse H. Hoover, Executor of this, my Last Will and Testament. Should my said husband fail to qualify or cease to act as such, then I appoint my son, Barry Lee Hoover, Executor of this, my Last Will and Testament. Should my said son fail to qualify or cease to act as such, then I appoint the said James K. Arnold, Esquire, Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the 17rll day of ~e.MA6R , 1968. ~ - ~;J), I ~v'. ~-,~ Fredon a R. Hoover (SEAL) Signed, sealed, published and declared by FREDONIA R. HOOVER, Tes- tatrix therein named, on this and one (I) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~)/tU _ Pa. Address ARNOLD III SL.lKE ~~,A. Address ATTORNEYS AT ~AW 2109 IIARKET STREET CAIIP HILL. PENNSYLVANIA Page 2 21-01-657 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ Register (Name) (Address) (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS DEBRA S. HOOVER AND BARRY L.HooVER (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that WE ARE familiar with the signature of FREIX)N'IA R. HOOVER ~ will testat-RIX- of (one of the subscribing witnesses to) the presented herewith and ~ believes the signature on the will is in the handwriting of that WE FREIX>NIA R. HOOVER to the best of knowledge and belief. THEIR Sworn to or affirmed and subscribed before me this 10th day of nUN ~~ /Y1Q.1 e,~j p~PE. .. Regl er D1tf:-~Jf::::;- (Name) . Il q (p {l a r 0 I PI t:LL ~ Ne0 lVJY\bJ ({(1J( cA... . . (Address) ~f~ .]3o,-"ri L, 1fc;?c:/C/'<2 r C(f/~e/f~ ~~;:::&t ~{ I'>O;;C I - t:. --- CERTIFCATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Fr.u::Jon:a- R, ffc/c?I)~1 Date of Death: 01 ) {y // ~r7 r Will No.: :::J.Ij'dl-CJCJ6~? Admin No.: To the Register: I certify that notice of (beneficial interest) 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 (57//010/ : Nam~ Address ". tn()n i?; u-e.... f< 1,3 t I ~ b~ Upp~r Y~t-.k IR.~/ f1J.e.w If#pe/ P&- / ~93g q ~ ~17; rCJ( cP I ~-C" ~~ f~n~/7->7~-7~~ Pew CurrJ:.~r-Id? n4/ Par" 1,/t?7L? ph/.1f7-t2- #::' ~~- 7tfll--e?3~ J3t2-rry /,..... -if6'tt?o.p r Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: /c:lI9/C?1 47 ~, 1ho'U..(>~------C {;,k-- ,;:b,A '\ Slgnatur -r -------y ErP -r' ry L.. -fltC?([? (I t<? r Name Capacity: ~r:;? r~r6>! P/C12-C-e.-. rJeW CVI'Y) f,;e.r-{a~ Address / ~, i >-,?77c: 71 >-7 '7 r.f- '72r{l::2 /Telephone ~ Personal Representative D Counsel for personal representative REV-1500~X (6.00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY (..., / ~ - ;('1 3 ~;;~__~___ FILE NUMBER .2L-OL __~57 COUNTY CODE YEAR NUMBER w ... ~~tJ) 0"'''' w"O ,,00 0"'.... ..'" .. '" INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W (,) W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) FRt::O SOCIAL SECURITY NUMBER 18~-05 -7/2.0 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER DATE OF DEATH (MM-DD-YEAR) 07- 1-0 10-ll.rll (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ 1. Original Return o 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date o/death after 12-12-82) D 7. Decedent Maintained a Living Trust (AttachcopyofTrust) D 10. Spousal Poverty Credit (date of death betwwn 12-31.91 and 1-1-95) o 3. Remainder Return {date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (AttachSch OJ ... z w C z o .. Ul W '" '" o o NAME, COMPLETE MAILING ADDRESS q(p (!.-fIJeOL PUf<!..E NE W ClAfVl6Ete.LI'/-^-J{j PIl J/C'70 FIRM NAME (If Applicable) 2. 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) OFFICIAL USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1) (2) (3) (4) (5) 952.1-01 2g/31?,,23 z o ~ ::l l- e:: <C (,) w ll:: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 37 2'04.24 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) q 4-S 0 5 t &'t/ .110 , 5:rlgyo 2),,;) ("tLJ,YLj 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) (12) (13) 12. Net Value of Estate (Line 8 minus line 11) 13. Charitable and Governmental Bequests/Sec 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) ,~.:< (oly,t<-{ (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !cc I-' ::l D.. ::iE o (,) g 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x,O_ (15) (" I y. R-L x o 'is (16) llYLDt (01 3;;). 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate x ,12 (17) x ,15 (18) 18. Amount of line 14 taxable at collateral rate 19. Tax Due (19) I :--1l.,,1-1r.1 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS CITY ZIP 1'70 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditsJPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) ~ ~{,lLJ{ Total Credits (A + B + C ) (2) ..,- 3. InteresUPenalty if applicable D.lnterest E. Penalty . in~ .' tcy 4. TotallnteresUPenalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 line 20 to request a refund (3) (4) (5) (5A) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. <oy_ \ Y (o;;? ~ I A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT IF- . ~]1I1i111~1111IJlm1 "--!!I;'i\'11 -- !II nlll1l11~ -- PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;... ................... ................ .... 0 ~ ~. ;:::~ :h~e:;~~i:~:~s:~t:~::;:~shaHuset~~~r~~erty transferred or its income;. ...............................: B ~ d. receive the promise for life of either payments, benefits or care? ........ .............. 0 IBr 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .. . ............. .......................... ........ D I&J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. .... 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.... ................ ................ "I .....0 C2'l 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 perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representativ eisbasedon all information of which preparerhas any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE O~loJ/O"L , , e.. e.. SIGN!lT~RE OF PREIJAR R OTHER THAN REPRESENTATIVE bJ!..Llu-,L ~ ADDRESS q& ~/"I()I f/6.ce tJd..w D"I^,borlc.v>(f fA II!lIIilL-~U W.1Il1 :U__I__ilL I mlll_ "~.."_, _IIIiIL~... -Ll1I ~.Il!lJlllrJIIILU.llUIlll_1 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)l. po 70 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) [72 P.S. ~9116(a)(111. The tax rate imposed on the net value of transfers to or for the use of the 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. ~'OO"'.(197~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF . Hoo LIE (2 flZe OotUlA I< SCHEDULE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Lufhera.!) Bro+hUhOOd Fund-A (54) LuH-QraV\ t>ro+t-.uhood ru.lI\d - Pr (55) ?. 2(P &Lfl. ~g I 12 S.35 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 2 ~ ~13 ,L '3> I REV'''",.I'~'').. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF 1-100 V E- rc. ('(<6- OON I fl f2. FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointty-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH PNC. 6AiUV- 1U4 CItF-~k.JN& ACJ2T SD-ODCfCj-S8YJ QS2..I.01 TOTAL (Also enter on line 5, Recapitulation) $ CJ 5 2../ _ 0 I (If more space is needed, insert additional sheets of the same size) REV-'5'3,EX+ (9-00* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER NUMBER I RELATIONSHIP TO OECEDENT NAME AND ADDRESS OF PERSON IS) RECEIVING PROPERTY 00 Not L1slTruslee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 la) 11.2)] f3t:Jt<.P--Y L- /-foo 1/ E It.. So 10 C)(p Ct4e.OL PUtt! E- N P--w L.U(YH6e.~LA-NO P4 I/o 70 1. AMOUNT OR SHARE OF ESTATE j( 32-(Pt4,6'4 loa /0 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 Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert addltlonal sheets of the same size) REV-1511 EX+ (12-99) . ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF 1--/60 V ~ R... F 12..6 00 N I A FILE NUMBER I< ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: L B, ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/E1N Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2, Attorney Fees 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cill State __ Zip Relationship of Claimant to Decedent 4, Probate Fees Cum6E,z(A/V!) CWNtJ, R~G;.stF-1( of 0, LL.\ 'R-E-C!.C/pT tb /02. /q, Qtj.50 5, Accountant's Fees 6, Tax Return Preparer's Fees 7, TOTAL (Also enter on line 9, Recapitulation) $ qtj 51) Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) RtV.1512EX.(1-971 ESTATE OF -~ " n., . ~ :- SCHEDULE) DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT H DO V E tZ 1212. E 00 N / A 1<- Include unreimbursed medical expenses. ITEM NUMBER 1. L. 2;>. L{. 5. DESCRIPTION , C. Um6 E.e LAN 0 CR..OSSIN b.!: RcneE-mEN r COfnm. CU.m,5F-I<LffN 0 Ctz.O's'S/lV6-5 R.e 7; te.E me tV T COMVI'\L.(Y[ [-I-y Ptu:. r<. T P hA-R..Vhllc.lj S€-(2..UI LI2.. J:-YIJ ~ . CA /2. LI S L. E Trn A b/ t\JG. AS,S oc.. Qobev"t C, CAtr<.ytd -r:C. AMOUNT 5 oCiQ. (? 5 5'- 00 II. *1 I q I ILI-IO TOTAL (Also enleron line 10, Recapllulation) $ 5 I gLj. q 0 (If mare space IS needed, Insert additional sheets of the same size) DEBRA S. HOOVER 717 774-7282 96 CAROL PLACE NEW CUMBERLAND, PA 17670 . -;" ~.'- .~'AI/./ / ~,;;....:;'~' - '\.u.U~ _ . -\. ";Jj; :?-;'/ /Q~fjC~AN<'F> ,',~V?~.-' i'/~?7 , 'I /.' .VL'~ /1";1"- -;:"-rf '- / , . e~.fOR'O n;" /V ":"'r PAYMENT !lAlMlCf on;", a~.fQI'''() PNC B~nk.,. N.A. 040 Cenlrsl P A f-C'-':'::~=S ::'J..I For added security, the account number no longer appears on !his copy. ... ---.....--- ..---.'" -..----- ~---....;-....-~......-::----~,.-~D--- o-<ECl<.H!;:!\E'f"i\,XCECUCT"!I-lE ON 1319 s BARRY L HOOVER DEBRA S. HOOVER 717 774--7282 96 CAROL PLACE NEW CUMBERLAND, PA 17070 .' fA , ~..... ..:...L'~--=,: .- :,./ B_AL.~C_R'J+ . ' 7), --;- . -~ "._ ~ \ ,. '~/~" L,. .....' ,".y""" _.~ - .,,-' -.- ,/'/ ~/, ,. --- -,., "'. ' ~ I '- .- cJi~..;:.,y/- /!/ 0. PNCBAN< )"-: ~~ I~":'- Y/.-- l , -. )?;,";":'eANCE _J/..,~-'-....-/' . .' / /OlMEFl ~ ,--,? / -' - L-_f'l_/" ;,....<:-,-...:t__ E1ALFCR'D PNC Bank, N.A 040 Ccntn.1 PAI~~~'I": III ~ .3 I . D. /', J'::"'--.G..~C"7""'-LZ- r;/ .I..I,r.;'---' ~_"--" For added security, ttle I account number no longer appears on this copy. ,-- ---~~-;...-=--.-~.:;-;.;-~;:-_-:=.-~.;.......::..:;;-;r;';'-~-i;--_-o.i:='.~.~"';';';;~~~ BARRY L HOOVER DEBRA S, HOOVER 717 774-7282 1 96 CAROL PLACE 1/ .! -., .:;.- ~ -7 '/ "/ NEW CUMBERLAND, PA 17070 -' 8,o,L FOA 0 \ "..( ~ . , -r '/'~?/' ,,__~~~ /i,.,,..... (_~.L./;...<....~ '~~ I t..~.~~7( ..-~~~ENT /' ~ /f : Ijl;7./ ,~" C.v 1,-..? -7:. f _ &,.' \..- ''/ //";,-::. OTHEfl 0~PNCBAN< s o 1321 CHECK HEAElf TAx OEOUCT:etE ITE\I .;;;/ // ,0 ! ~ ,,_t ::;::::::...~, For added security, the account number no longer appears on this copy. - " :, /.. .::; ~ -;- / !l,o,L_FOA'O PNC Bank. N.A. 040 Ct:nlr:t)PA -. .~...~-- _~""~-...--r , - - r BARRY L HOOVER DEBRA S. HOOVER " 717774-7282 - ~ 7: ~,::) 96 CAROL PLACE ~ ,-- , , NEW CUMB.E~LAND, PA 17070 !l,foL fOfl 0 ;. ClL',,;t ~/',"""k.cc.<..r -kV1~" D~., ; - ., I.' '. /'1;%1./., """"e, ; -,J., <Jry/.....?e-?"-- p..:;-A"-::: <...-- '/,?[ r OTt1ER 0~PNCBAN< ~~~'C.4."tl:.. Rn'J II !Y~..uc. J:;~~,- For acIdlid ieCUiItY.... j '.' ',' ;.account number' ~,Ionger ~~~~8!',~".",,1IJIS ."P'/.~:'~:'-- '. ~:'___""""_'~'~~ -- ',. .;,i~~c:".~___- -, '" ""w-:,--:_~ " - S' o 1320 C H E C K H E fl E . " T AX OED U C T I aLe ~ TE. \I ~CI ~ ~. \ \,,\ 1 '\. !lAL_f~'O .;: ~-,,":.~' . ..-' ~:'":",,...,Lc: NOT NEGOTlABLE.",.~:.V:; '. ' :':J1~3~1! -..,' DEBRA S. HOOVER 717 n~7282 1\ 96 CAROL PLACE ' ~ .J..)l.~':r-r~;;'c;1 NEW CUMBERLAND, PA 17070 ./' j/l>M-.?CII'O , ~ -=- ) .J:.:l //. ~ (' " 1,_/'( .~,..- /-~_"'-:-!..A_ _L" ,-.dV"t..")-~ ~I c--~.~I;U"_ 21 ~ /~-- ,,~~. /?/ _ 6Al..ANCE /~-'-,-,,-z...I.0"~'-T~~/-L..a- //CY-/ OTHER 0~PNCBAN<- . ---.~ , 'aAI..fCSI'C PNC BMlk. NA 040 Catlral P A /; = TrF= c 'It': - ;:?c 777' For added security, the -- - - account number no longer appears on this copy. J.SSESSMENT 31Ll NO. C 2 ';.,u 'f~M 2001-02 PERSONAL TAX NOTICE .. SCHOOL SOUTH MIDDLETON SCHOOL DISTRICT lUKE ~:'EC~S ~~O.E1L:. ~o: ,... ." . -, ..... .. , ,-, MI OLifllNG ~IS ?~Iaa I JULY-AUG 31 SEPT-OCT 31 AFTER OCT I j) /..LL/3 LAST DATE FOR EXONERATION CAl'-ec13: 12/01/01 -rr- C?-;L---u UNPAID BY 05/15/02 TAXES 7/ WILL BE TURNED OVER TO ;/~~~~;' DELINQUENT COLLECTOR. 17070 ACCT # 040-0009978 ROBERT C CAIRNS TAX COLLECTOR 20 BUCKTHORN DRIVE CARLISLE PA 17013-4303 PHONE (717) 249 1453 SCH pic --1,0 ".P seH RES lO".p SCH acc 1 a....? 9 7 0 . 0 ..-1 , ., 9.80 : 10.00 11.00, I ., 4.90: 5.00, 5.50' HOOVER, FREDONIA C/O BARRY HOOVER 96 CAROL PLACE NEW CUMBERLAND PA DATE .. JULY 1 2001 ~. MON TUE WED 9:30-5:30 CLOSED SEPT 17 THRU 28 CLOSED DEC 20 THRU JAN 01 AFTER JAN 01 OPEN MON & WED 3511 '~,? 1,l1 ....? DISCOUNT FACE PENALTY "~J" r~. "~ ::1.\, ;?'l:l$ ~"'O\JHT . \.. U.70/ ~ 5:'ml' 16.50 IF~Q&l.DlSlu.mlJl": IIKtDS~A.Sr.Ullltll ADCIlUSia: EltVELOPE....I""'OU"CllIIIISo. JOB TITLE: FULLY RETIRED DEADLINE TO CORRECT OR APPEAL JOB TITLE IS 90 DAYS FROM DATE OF BILL CALL 240-6365 OR 697-0371 EXT 6365 OR 532-7286 EXT 6365. I": T . :"1) I, L"( :-[;',:IJ; ,::':1 . :c: ','J." . ::: 1 '3 r~ 1:1 j;'j:, 8 i" I. T [ ,-; I) e:: A/ _ , O' .0 AMOUNT 24.67-11 ,-.:. 04 ...'..J. I 3 . 44., I 7 .0,:., I 7.0 v.; I I; ,: T :=' H,~ P ~ A C Y '3;: ;.;., ./ ., , 11'\ I: DESCRIPTION ~0i21/01 Payment-Ihank You "';/28/01 Paym~nt-Than~ YOI) .. ACrrVITY FOR HOOVER, FMEOONIA JlieS 01 6476139 480 POTASSIUM CHl0R 2 J'. OS 01 6529214 30 PReVACIO 30 ~G t6 01 6529240 6 PHE~EPGAN 25~G SU .1 I ":1 1.:37 Y T D F rr~ I I .. .~-~.:~_...- ;t;,;~-:~--:~. C H A R lirE ~''''"o'';''''''''''''l r."."'......"'.....""""'l rot".",. '''''''.;'1 49.71 + 17.44 + .00 = fTEM TOTAL II 2~.57- . IJ rJ '25.04- -HOO\lF . ,';),;] 01 'H o l 3. l.j 4 . (: IJ 7.00 7.00 . ,) 0 .00 17.44 LEG E r~ D Fl R MONTH . . d 7(/?/~( I I I ( 3 2c) (.....'.'....m....."."'..l _ 49.71 = 17.44 67.15 07/09/01 07/09/01 Adj~M~di~~~;-w~it~of. -.. Plan Payment,1029750 Questions? Call (717) 249-2482 MAKE CHECKS PAYABLE TO: PROVIDER/ P~ACTICE NAME Patient Accounting Services 107/17/01 ,',,;".\ -EMENT DATE 083658-00 CARLISLE IMAGING ASSO I DATE CF LAS"!" PA'fMENT 11 .43- 7.66- )/~N ~ 13J-!. 0.00 0.00 0.00 0.00 OVER:HI AYS OVER 90 AYS 7:::1A,\lS.4.CT10NS AFTeR THE CLCS;NG ],..l,j'"E 'N!!..:" ~.??=..':.,~ C,'l '(C!~'R ,\i;::;~7 :;-...l,7::,i::.'r ;~. 101/01-07/06 \ 0'/n7/2001 120 DAYS .00 Balance Forward: MONTHLY ROOM CHARGE PR PRIVATE IN For: FREDONIA R. HOOVER 90 DAYS 60 DAYS 4,262.85 4,262.85 888.00 5,150.85 5,099.85- 51.00 d 111-8 30 DAYS CURRENT .00 .00 CUMBERLAND CROSSINGS RETIREMENT COMMUNITY .00 ':.1.00 TOTAL DUE .~ ;/8 ;-- RECEIPT FOR PAYMENT =================== Cumberland County - Register Of Wills Hanover and High StreeE Carlisle, PA 17013 Receipt Date Receipt Time Rece~pt No. 7/11/2001 09:05:58 1026191 HOOVER FREDONIA R File Number 2001-00657 Remarks BARRY L. HOOVER PB ------------------------ Distribution Of Receipt ------------------------ Transaction Description Payment Amount Payee Name PETITION FOR PROBA SHORT CERTIFICATE CODICIL EXTRA PAGES JCP FEE 70.00 3.00 10.50 6.00 5.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D Check# 1310 Total Received...... ... $94.50 $94.50 ../ ~~, CUMBER~~R~~~~SINGS CUM8ERLA~D CROSSINGS RETIREMENT COMMUNITY 1 LONGSDO~F WAY CARWSLE, PA 17013 '-717.245-9941 F~EDONIA R. HeQVER lJlHmy 1 r,J:. J.ILlCJlI[I.: 'i'11 clH:'i'n.. r"U'ICI': NL~ CUMD~RLAND. PA 110/0 DATE i I; {, I.: :3/.: () 01. !or,/OI--0{,!:;l0 ~O/l/ 1 ~l/i:~()Ol O"I:;rO!:,OOl. '06;:)O!.:OO t ()/)/~.\(}/~~()()1 i)b/:JO/200 .1. 06/:"O/;:~()O:l. :)(,/:;rO/2001 t7/01.!OI I I I I I I , ! 120 OAYS .00 I" ""., 1"1':1': 1I1'l1,lll\ R. HQDVI::F 11.1.....':' - DETACH AND RETURN UPPER PORTION WITH ReMITTANCE - DESCRIPTION I:~i14."/ jill'l(~ (.I ~'(:)r'"u~,..d ~ r>I'~ FIn: VA l'E IN MOm HI.Y f\UIl~1 CI"'l'im:'I" TRANSPDRTATION/CNA :1. IHilJR LAtlllR GI-'I1~I,r.)": r::.~18URI~ f'lIlJlJING I~I':AI. HHmAI<fi: OXYGEN lUOING 2S' MIU!..'!' '.JPI::r. , 1 nXYI.'lE'j'j ~IAHAI. GANNU!..A '61';(~ V~I:::l~HU;I~ ~I,I'; ~11!JoP- Ju Iy) P fTJD ~-4f:-/3/1 7/ if3/tJ/ I'l~n n<HIr:JHJA 1,_ HtJrJVER eo DAYS .<l0 eo DAYS . (H) 30 DAYS .00 DEBIT 411'J9l..~;:~3 IL, IW'l. 00 :\,~;i ..00 ~';~~~" 4.t~ :I.0.7E1 :2:.. ;39 1(;'" :':~7 :1." :"1 ~~:; " I" '33 "). PO STATEMENT DAiE I 06I:cN/":O():I. I I TOT~ A~T. ,D~E I ; oil j ,..61:'.. d.';' I ~ gJ'i. ~ (~ 5 D'?'1 ' ~ C~E~IT BALANCE I~ '.I "1 r; 1. '. ~.~~:;.,~ I~/(il "~~t~i .(}() I, :I.Bc..OO I, ~,~()O .O() ) 'J ~~;~7 " 'I/.I I ~ ~':~:21:::1 ~ ?i:~ I ,~?::'fJ . 1.);1. ~,,;::!::;t,.. DB I, ~ "~~~:;/,, 0 9 I " ;~ ll:;'~ _ f.) !:i SOQ9.'l.l 1.:1.1. '-1.1 CURRENT 4 t '26(~ ..1:)\:; CUMBERLAND CROSSINGS RETIREMENT COMMUNITY .' . ----~ TOTAL DUE .,. 4,262.es $i:R? If,)" I . 1-.." . Bal~n~iForward: 4,791.25 ,791.25 06/2~i/2001 PR '~''pRIVATE IN 4,791.25- .00 06/,01-06/30 MONIHl.;;Y,f ~OOM CHARGE 4, 18~;.00 ,185.00 (>6/19/20'01 TRANSPORT~TION/CNA 15.00 ,200.00 1 HOUR LABOR CHARGE 06/3012001 ENSURE PUDDING '..... ~ . 22.44 ,222.44 C 6/:<0/2001 HEALTHSHAKE 10.78 ,233.22 06/3012001 OXYGEN TUBING ~C'''' 3.39 ,236.61 ",,' 06/:<0/2001 AtlULT WIPES 19.27 ,255.88 06/:10/2001 OXYGEN NASAL CANNULA 1.21 ,257.09 06/30/2001 PREFILLEtl HUMIFIER BLTS 5..76 ,262.85 , I for': FRElIONIA R. HOOVER 111-B 120 DAYS 90 DAYS 60 DAYS :30 DAYS CURRENT TOTAL ~ I .00 .00 .00 .00 4,262..85 DUE 4,262.85 CUMBERLAND CROSSINGS RETIREMENT COMMUNITY ,_. ." - Checking Accolmt Statement ~.PNCBAN< .\nollnl nnl11h~r: 50.()lJ99-5848 ~ continued For the period 07/12/2001 to 08109/2001 FREDONIA R HOOVER DECO Primary account number: 50-0099-5848 Page 2 of 2 1::' For 24-hour customer service: Call: '.aaa.PNC.8ANK Activity Detail Deposits and Other Additions :It!! Amount Description 19.00 Direct Deposit. Soc See t"S Tre;1SlilY 303 1:31OI.'KdiD There was 1 Deposit or Other Addition totaling $19.00. '17"11. Other Deductions CII,! Amount Description Olitst;1ndin~ Item Clo.se "'itllllr:lwal Tel (HOO!)ll iO~ f)~19 There were 2 Other Deductions totaling $9,521.01. - III .()() 9,j:!I.01 (t;- III Daily Balance Detail [,!e Balance ~1.j(J';!.O I Dale OJ,'ll) B,Jlance ~),j:!Ull Date ()711~) 8.JI.Jnce .on ('7' 12 Want a Quick, Easy and Convenient Way to Apply for a Loan? [,Ilg Oil tu the Loau Ct'lIter tOllay. The Ln,lll Ct'tHer off...,!".:; oulilll' acn~ss ru a variery of loau programs. The site is secured with a ] :~h It'n'lol' l'1lt"ryptioll ;'lud, hest uf all. pHI C'ollht hare yuur loan derisioll ill a lJl;tUer of lIlinlltes! Cn tu v.ww.pncbank.com/offcrs/luan/ aud dlt'ck otlt our special offer. ---. --'--_.-----_.~-~----_._.._--_._.-. .._---~- .-.-.-.-- - Checking Accotmt Statement I':\C lJ.lllk G. PNCBAN< Primary account number: 50-0099.5848 Page 1 of 2 For tI,. p.riod 07/12/2001 to 08/09/2001 < Number of enclosures: 0 , FREDoNIA R HOOVER DECD cia BARRY L HOOVER 96 CAROL PL NEW CUMBERLAND PA 17070-1101 ~ For 24-hollr customer service or ctlrrent rates: Call1.S88-PNC-8ANK l8J Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 g Visit liS at www.pncbank.com '="> I TOO terminal: ,'-800-531-1648 For he:!! 111<:;" lI1\(laIH.,j dl~n'~ onIv Important Account Information Consumer Electronic Funds Transfer Disclosure Statement I )111' n'yjsed policy 011 fraudulent Use o( your CUl\5UH\Cr Check Card (ur ~on-PIN plln:hases surpasses protections m<lllllared by '~dl'Ld regularion. Quite silllply, PNC I'tank Consumer Check Cardholders .ue liable for $0 uf Non-PI~ purchases thai are '('\l'rminetl by Us to be unaHlhor1-J.t'I\. whether mall.... in Pl'r.SOIl, nVI'r rhe phone, nr ontlw \\"ol"1d \Viele \"el>. For additiull~ll J ll'lJllllatioll, please re\"it~,,, the enclos....d COtlSlIllll'r Electronic Funds Tr;msfer Disclusure Sr:1t....lIlelll. Get With Our Program. The PNC Bank Student Plan. I Ll'..... ~~ child going to college? "'hy 110t tl'lllhem about 1Ile PNC Bank Stud....nt Plan account? Any college studellt is eligihle fur I i lis account, which fc;uurcs a checking accoullt, free PNC B,mk check card and a li'ee savings account. l>!us, th....re's 24-l\onr, 7-day .1l'''t'SS to allY of our more thall3100 PL\iC Bank ...\T~'I5 allllAccollllt Link ~ll pllcbatlk.colll. Best of::1l1, not only will your child havt" r (Jlln'lliellt access to their accollllts, you rail link the accollnt (0 yours (or easy cash tr"nsf~rs. CaB 1~888-P~C.BANK or stop b~' Y1HII" local branch orfice roday to open an account. Checking Account Summary A...:count number: 5Q-0099-5848 Account link ~ number: 0184057126 Fredonia R Hoover Deed Balance Summary Beginning balance 9,50~.0 I Deposits and other additions El.OO Checks and other deductions 0,521.01 Ending balance Please see the Activity Detail section for additional information. .00 Average monthly balance 2,~U5.5j Charges and fees .00 Transaction Summary Checks paidl withdrawal s Bank card/POS Account Information transactions assistance calis Teller transactions o o 1 Total ATM transactions PNC Bank MAC A TM transactions Other MAC A TM transactions Other ATM transactions o o o o As of 08/09, a total of $21.51 in interest was earned this year. Interest Summary Annual P'lM'Cel\tage Yield Earned (APYE) 0.007. Number of days In Interest period Average collected balance for APYE Interest Earned this period o .00 .00 ___m ----~.--~-_._____=__-=::=..===;;d .~. UJIHERAN BROlHERHOOD SECURmES CORI? 615 Founh Avenue South Minneapolis. MN 55415 Family of Funds Statement ;i Investor Number: FFS-360361 Social Security No. or Tax!D: 184-05-7126 ~ 1",111",111,,,1,,,111,,,,,,11,,,1111,,,,,,111,1,,,11,,1,,,11 FREDONIA RUll-l HOOVER TOO 96 CAROL PL NEWCUMBERLND PA 17070-1101 Statement Period: APR 1 - JUN 30, 2001 I i j Your LB Famuy of Funds Statement is mailed folJowtng tbe quarters ending .'tfarch.june, September & December. Registered Representative: FREDERICK NEVE~\l&'1 JR 3425 5L\1P50N FERRY RD c.-I..\IP Hill. P.\ 17011-6405 (717) 730-9611 (/;7 >-c:; 3c::c,- /7.:',"'''''') Do you want to benefit from the recent ta.x law changes? Lutheran Brothe~ood can help inform you of the changes and how to use them to your advantage! Your LBSe regIstered represemative can help or visit our website at www.luthbro.com or call 1-800-990-6290 for the 2001 Ta.'( Law Summary. DOOlE.. H t l; ~ n ~ll ,,{: f,i,;: t :1 : : i Account Summary 06/30/01 06/30/01 ...-- 03/30/01 06/30/01 , 1 ".~ RlHD HAME (HUMBER) ACCT HUMBER MARKET VALUE MARKET VALUE i 93.9% 6.1% $26,647.88 $1,725.35 LB Fund - A ( 54) LB Income Fund - A ( 55) 7467865 7467865 $25,557.03 $12,851.59 $38,408.62 $22.23 $8.40 100.0% $28,373.23 Total Account Earnings Summary Year-to-Date Sbort.Term Long-Term B!lI!li!lm mDIla mDm TOTAL RIND NAME (HUMBER) ACCT HUMBER LB Fund - A ( 54) LB Income Fund - A ( 55) 7467865 7467865 $0.00 $412.12 $0.00 $0.00 $0.00 $412.12 $0.00 $0.00 Total $412 .12 ',lj) I)' lr l' \' . j .,. , To speak with a customer service associate Monday - Friday 7 a.m. - 9 p.m. CST Saturday 9 a.m. - 1 p.m. CST Call; 1-8<JO.99<J.{5290 Investor Access Online: www.luthbro.com 24-hour-a-day Automated Service Line: 1-8()().3284552 IIII~IIII~~I II lU'Ldt,_..,_IItI'''.,.-'I.__1 0: WTHERAN L . BROTHERHOOD :;,. SECURfTlES CORL' 625 Fourth Avenue South Minneapolis. MN 55415 Family of Funds Statement Inves{Qf Number: FFS-360361 APR 1 - JUN 3D, 2001 Statement Period: Page 2 of 3 Transaction Summary C<mfinn TraM EiiJI ED .' \ I 1,;- j :1 . nl i fUND: OWNER: ACCOUNT: fUND: OWNER: ACCOUNT: 04/27 04/30 0;/29 0;/31 06/27 06/29 .~ " ,-.; ;: TRANSACTION Transaction Trade Shares Per mt!lImll!l:Ii E!DI SHARES Cumukltive TRANSACTION lB fUND - A fREOONIA RUTH HOOVER TOO 54-7457865 Beginning Balance No tj.msactions this period Ending Balance 1,198,73; 1,198.735 TRANSfER ON'DEATH BENEfiCIARY - pEn CAPITA BARRY L HOOVER SSN: 169-44-;986 Birthdate: 1952-01-22 LB INCOME fUND - A fREDONIA RUTH HOOVER TOO 55-7457865 04/27 04/23 0;/29 0;/23 06/27 06/22 Begirming Balance Withdrawal Payment -ACH Income Reinvest $ .04 Withdrawal Payment -Am Income Reinvest $ .04 Withdrawal Payment -ACH Income Reinvest $ .04 439 A30 7,1;8 44L 001 ;,119 437,870 3,020 1,;08,403 1,068,973 1,076,131 63;, 130 640,249 202,379 20;,399 205.399 $3,700,00 $60,34 $3,700,00 $43,0; $3,700,00 $2;,61 $8A2 $8A3 $8,39 $8,41 $8,4; $8A8 Ending Balance BARRY L HOOVER SSN: 169-44-;986 Birthdate: 19;2-01-22 Primary 1IIIIm~~IUI~~1 . ,......ot,_,.I--...'.'...I.,.~I.~1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HOOVER BARRY LEE 96 CAROL PLACE NEW CUMBERLAND, PA 17070 _dhU_ fold ESTATE INFORMATION: SSN: 184-05-7126 FILE NUMBER: 2101-0657 DECEDENT NAME: HOOVER FREDONIA R DATE OF PAYMENT: 04/09/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/07/2001 NO. CD 001044 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,468.31 I I I I I I I I TOTAL AMOUNT PAID: $1,468.31 REMARKS: BARRY l HOOVER CHECK# 1015 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. lEWIS REGISTER OF WILLS Val STATUS REPORT UNDER RULE 6.12 Name of Decedent: F,..e.A?7n(d" R. tf('7,e?u-e-1' Date of Death: 07fe;:7fd- 0/'/'/ Will No. ;;LJ'- ttJ(-{J,t:;-7 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State wpether administration of the estate is complete: Yes V 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 Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Ui ~~~f~ Signat.u 73a r0~ !-. I:iC/&(I~ I Name (P ease type or print) 16 CG?r~1 P!cP ("'!~ .^!~\N a,~~('-lcF' J Address /J nq ~ce, Da te: tJ L-f it r;-j L?;;- ~..;, "'"'I \'~ ,-,;,.j c-:~ ,.- N P . -' .. '\1'..... '...J............ (717) //4- ~&~ Te 1. No. Capacity: ~personal Representative ,~ g; Counsel for personal representative (MAH:rmf/AM3) /6 -c;;)J'/~-o- ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BARRY L HOOVER 96 CAROL PL NEW CUMBERLAND '0'" L. 24 :l5 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-20-2002 HOOVER 07-07-2001 21 01-0657 CUMBERLAND 101 '* REY-1547 EX AFP 101-02' FREDONIA R Allount Rellitted \fA: 17070 Ct',lf,; MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is4"j-EX-AFP--foY=oZY-NOYiCE--OF-YNHEifiTANCE-YAX-A"ppRA"isEMENT-,--Ail-oWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOOVER FREDONIA R FILE NO. 21 01-0657 ACN 101 DATE 05-20-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will re~lect ~igures that include the total of !bb returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 32,614.84 X 045 = L467.67 .00 X 12 = .00 .00 X 15 = .00 (9)= L467 . 67 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 Receivable (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 28,373.23 .00 .00 9,521.01 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12" Net Value of Tax Return 13" Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 94.50 5.184.90 Ul) (2) (13) (4) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 37,894.24 5.279.40 32,614.84 .00 32,614.84 TAY CREDITS: , .... ,~. ,,~-~.. . l+} AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2002 CDOOI044 .48- L468.31 TOTAL TAX CREDIT 1,467.83 BALANCE OF TAX DUE .16CR INTEREST AND PEN. .00 TOTAL DUE .16CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)