HomeMy WebLinkAbout94-00206
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Mary C. Lewis
Cumberland County Register of wills
'Cumberland County Courthouse
1 Courthouse Square
Carli.le, PA 17013
Dear Ms. Lewis:
HCNAY Vi. ~HO"OS
flOle"T H. LONlJ, JR,'
IHCAILLT,MOYC"
..IAN p, PADCN
"ICHAAO'. WOOD
LAW"EI~Ct ., ...IMMB IU'
J'RUCEWALllR
JOHN p, "'ANIICI(
"RANK J. LClER
A, '''PHEN SHrllLA
CHA"LU L alECK'
P"UL It. LUNDEEN
JACK'. HURLEY, ..1ft
NATHAN H. W..\Tt'UI, ..lA,
0"'0'10'. OOWLING
DAVID,., O'LeARY
0"'0'10 0, TWADDELL
CHAALU J, 'CRAY
STANLEY A. lIo(ITH
'Ar.t-OAO-"It1IED 10 'HE 'LOfll[N\,A/Il
..lENS H DAMOMRO'
,DRAKE D. NICHOLAS
THOIo4AS A, '''CNCH
DCAN tl. OUalNIERRE
MNNA '" .I, CLAAK
CHARI.n E. OUTIHIAL'-
LUCY t, KNIUU;V
,""UL', WESSElL
'HAWN D. lOCH'NOCff
JUIE R. RUHL
lORIJ.Io4GElRO'"
Kllo4lERLY "I.'''IOHT NOEL
JINNI'ER J PATTON
VIRClI"4f" P. HENSCHlL
IUIAN [, SCHWA'
DCAN'. PIUU,4ATTCI
TODD J. I"'IU.
JtNNll'tFt '" MQHUQH
RIIOAns 8: SINON
, ATTORNEYS A'r LAw
DAUPHIN BANK BUILDING
TWnrTH FLOO"
ONE SOUTH MA"KET SQUA"E
P,O, BOX 11<48
HA""'9I1U"G, PA 11108.1148
0' COUNSeL
'RANK A, IINON
JOHN c, OOWLINa
PAUl. H. RHOAD'
INt',.....
JOHN N. Muun"'AN
,w,w-,..o
CLYl.E". HENDERIHOT
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TELEPHONE 17'7) 233.11731
FAX NOSI
tltNERALI717.a31.14I!1e
MUN'C'PAL GROUP, 717.231.88'0
LITIQATION GROUPl 717.231.88:.,
DIAteT DIAL NO,
'l"ILI: NO,
February 23, 199..
866/01
Re: Estate of Dorothv R. Rock
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We represent Clayton L. Rook, Exeoutor of the Estate of
Dorothy R. Rook. Dauphin County Register of Wills administered
the oath of offioe to Mr. Rook and witnessed Mr.. Rock's signing the
~etit~on for Probate and Grant of Letters, as was prearranged with
your offioe.
We submit the following documents in order to probate the
La.t Will and Testament of Dorothy R. Rock:
1. Exeouted Petition for Probate and Grant of
Letters,
2. Original and one copy of the Last Will and
Testament of Dorothy R. Rook;
3. Oath of SUbscribing Witness,
... Renunciation,
5. Estate Information Sheet, and
6. Death Certificate.
LANCASTER OFFICtr
18 NORTH LIME: STREET, LANCASTtR, PA 11.01, TtLE:PHONt (?17l:l1l.ISlI?, FAX (1111 38'.11..7
AFFILIATED OFFIOtl
SUITt .:101, ... W. CAMINO GARDENS BLVD" BOCA RATON, FL 3.1431, TELEPHONl: C04071 388'1111", FA)( '"'011 .1.......,
q:--- I
Estate of Ilol'ot'hl' R. Rock
also known as Do 1'0 t hy Rl>~k
PETITION FOR PROBATE and GRANT OF LETTERS
No, _OJI- 9JI-o,'?(ifi
To:
Reglsler of Wills for the
. Deceased, County of _Cllml,,' I' 1 nlld In the
Social Semrily No, 188-32- 3595 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents Ihlll:
Your pelltlnnerOl), who IslM.( 18 years of IIge or older IIn the exeeuL..'.'.1' named
In the last will of the IIbove decedent, dilled _.12~:';':!llh,'1' l'l , 19Ji!L-I
IIIdOCIIllllcil(l;jldalllll: CCNll Ballk,-1l...A.,-t-llUlLtlH: B,,"k, N.^.. III ""III1,d all CII-!'X""'ltOI'
with 1\'titJollel'. l'NC Balik. N,A. hall }'('llilllllC'ed illl CO-EXI'CIlIl>I' III favIII' of
Clnytoll L. Rock ill( Boll, EXt'l'IItol', illl I'vldt'II"I'd hI' till' nl'tll('hl'd Rl'lllllldntlon.
(,uue relO'lilllt dn:tlnnlanCCS, c,g, renunciation. death of c~ccUlor, elc.)
Decendent was domiciled at death In Cllmhl' 1"1 alld _ County, Pennsylvania, with
h (> r last family or pTlnclpal resldellce at 36 N ~!lL.,q I' n't' t, Cllrnn 11111.
(lhl streel, !lumber and munclpalllY)
Decendent, then~.L- years of age, died Il(>('l'rnl".'l: 31 ,1993
at I,,,adcl' Nursln~ Rl'hLlh.U.lJ.:.n.tloll C"IIt"r, 1700 Harkl't, St., C"ml' 11111, P^ .
Except as follows, decedent did nol marry, was not divorced and did nOI have a child born or adopted
after execution of the \VIII offered for probate; was notlhe victim of a killing and was never adjudicated
incompetent: n III
Decendent at death owned properlY with estimated values as follows:
(If domiciled in Po,) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal properlY In County
Value of real estate in Pennsylvania
situated as follows: .J 0 In t
$ 12.000.00
$.
$
$
WHEREFORE, petltloner(() respectfully
presented herewith and the gram of lellers
theron.
request(s) the probate of the last wl11 lIRIt~I(t)
'!'PHtnmpntary
(ICllam.mory; admllllllrallOIl c.t,o.; admlnlstrlllon d.b.n.C,I,a,)
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Clnvrnn L. Rock
](, N. 19th Sl'rpcl'
C:nrnp Ill]], PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01' PENNSYLVANIA }' tlS
COUNTY 01<' CllflBERLAND
The petltlun~r(',) ~bo"...nall:ed swear(s) or afflrm(s) thnt the statement! In the foregoing petition are
true and ~urrcct to the best 'lIthe knowledge nnd belief of petltloner(s) and that as personal represen.
tatlve(s) IIf the above decedent pctilloner(s) will well and truly administer the estate according to law.
(' , "//1 !
Sworn to or ",rrlrmed and ,ubscribed II ,1~1':'(dCA> ~
be re ,ne Ihls __.iJ:Jt,)I2._ day of { ~.
~ ----"':',) 19~ 2
r ~ ";l"""A1.JJJ..k._._ '~_ ~
- 1.1 RegIster ~
No 21 - 94 . 206
.
Estate of _Dorothy R. Rock' a/k /a Dorothy Rock
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 7. 19..2L, 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 Decc,mher i3, 1984
described therein be admitted to probate and flied of record as the last will of Doro thy R. Rock_
' a/k/a DOROTHY ROCK
and Letters. Testamentarv
are hereby granted to Clayton L, Rock
FEES
. Probate, Letters, Etc, ,., , , , , ,,$ SO. 00
Short Certiflcates( 6), .. .. , .... $ 1 A nn
~ i I ' ~.OO
el\.unc at on ,..",."""." $
-pages $ 27 ,00
JCP ~.uo-
TOTAL _ $
Flied "'" ,~~~r.,~ ,? I, .1.m. , ". ,I,I~~: ~,(~ .
A TIORNBY (Sup. Cl, I.D, No,)
Rhellds & Sinon, P.O. !lox 1146
-!Iarrisburg, PA 17108-1146
ADDRESS
(717) 233-5731
PHONB
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Mailed letters and order to attorney on ~-7-94.
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SAQlYFWll/12-7-B4/yf
LAST WILL AND TESTAMENT
OF
DOROTHY R. ROCK
I, DOROTHY R, ROCK, of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do
make, publish and declare this to be my I,ast Will and Testament,
hereby revoking all Wills and Codicil fl by me at any time
previously made.
ITEM II All inheritance, estate and
similar taxes becoming due by reason of my death ("Death Taxes") I
whether such Death Taxes shall be payable by my estate or by any
recipier.t of any property, shall be paid by my Executor out of
the property passing under ITEM V of this Will as an expense and
cost of administration of my estate; provided, however, that if
any property held in any testamentary or inter vivos trust
created by my husband, CLAYTON L. ROCK ("My Husband"), is
includable in my estate for purposes of any Death Tax, then any
Death Tax attributable to the inclusion of any such property in
my estate for the purposes of that Death 'fax shall be paid out of
such property or by the recipients of such property; and, if such
Death Taxes are nevertheless paid by my Executor, r direct my
Executor to obtain reimbursement. or contribution for any such
taxes paid by my Executor. Except to the extent above provided,
my EXElcutor shall have no duty or obligation to obtain
Page I of 10 pages.
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reimbursement for any Death Taxes paid by my Executor, even
though paid with respect to proceeds of insurance or othar
property not passing under this Will.
ITEM II: I hereby exercise all powers of
appointment which I may have at the time of my death in favor of
my Executor, and nIl property subject to all such powers of
appointment shall be included in my estate and be governed by the
provisions of this ~1i1ll prov ided, however, that: I specifically
decl ine to exercise any power of appointment gi veil to me in any
Will, Codicil, Agreement of Trust or other instrument executed by
My Husband.
ITEM III: I give and bequeath all of my
jewelry to my daughter, JANET L. WILHELM, if she survives me.
ITEM IV: I give and bequeath all of my
household furniture and furnishings, aut.omobiles, books,
pictures, ohina, crystal, appliances, silverware, jewelry (not
disposed of under ITEM III), wearing apparel and all other like
articles of household or personal use or adornment to My Husband,
CLAYTON L. ROCK, if he survives me. If 11y Husband does not
survive me, I give such articles to those of my children who are
living at my deat.h in as nearly equal sharel3 as they shall select
under the superviBion of my corporate EXtloutor. If any such
articles cannot be fairly divided or distributed in kind in the
Page 2 of 10 pages.
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opinion of my corporate Executor, such articles shall be sold and
the proceeds thereof shall pass as a part of my residuary estate.
ITEM VI I give, devise ane'! bequeath all
of the rest, residue and remainder of my property, raal, personal
and mixed, not disposed of in the precee'!ing portions of this
Will, to My Husband, CLAYTON L. ROCK, if he survives me. If My
Husbane'! does not survive me, I give the said rest, residue and
remainder of my estate to my Trustee hereinafter named, IN TRUST
NEVERTHELESS, to be held, adminiatered and disposed of in
accordance with this ITEM for th8 ben8fi.t. of my issue. My
Trustee shall divide the assets governed by this ITEM into as
many equal shares as there are children of mine living at the
time of my death and children then dead represented by then
living is flue . Each share set asiclo for the issue of a deceased
child of mine shall be paid to his or her iusue, per stirpes,
provided, however, that if any such iflsue has not then attained
the age of twenty-one years, each such issue's share shall be
retained by my 'rrustee, IN TRUST NEVEH'l'HELESS I each to be held,
administered, and disposed of as a separate trust estato in
accordance with ITEM VI for the benefit of each such issue (the
"Grandchild's Trust"). One-half of each Ghare set aside for a
living child of mine shall he distributed outright to said child
and the remaining one-half of each share set aside for a liVing
child shall be held as a separate trust estate for the benefit of
each Allch child upon the followi.ng terms:
Page 3 of 10 pages.
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(1) Hy Trustee shall pay the net income of
the trust to the child in installments not leAs
. frequently thun quarterly.
(2) Upon the third anniversary of my death
my Trustee shall distribute the principal and any
undistributed income of the trust to the child.
(3) If the child dies before final
distribution of the assets of this trust, my
Trustee shall distribute the principal and any
undistributed income to the child's then living
issue, per stirpes, provided, however, that if any
such issue has not then attained the age of
twenty-one years, etwh such issue's ahare shall be
retained by my Trustee, IN TRUST NEVERTIIEI,ESS,
each to be held, administered, and disposed of as
a separate trust estate in accordance with the
Grandchild's Trust under ITEM VI, or if the Child
has no issue then 11 ving, to my issue then living,
per stirpes I provided, however, that if any such
beneficiary is then a beneficiary of a trust under
this ITEM or a Grandchild's Trust under ITEM VI,
the share of such beneficiary shall be added to
the principal of such child's trust or
Grandchild's Trust as if an integral part thoreof,
to be held, administererl and disposed of in
accordance with the torms thereof.
Page 4 of 10 pages.
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ITEM VII My Trustee shall have, hold,
manage, invest and r.einvest the assets of each Grandchild's
Tr~st, colleot the income ann
(a) Until the beneficiary of the Grandchild's
Trust (the "Grandchild") shall have attained the age of
twenty-one years, my Tnlstee shall from time to time
pay to or for the benefit of the Grandchild such
amounts of the net income and principal of the Grand-
child's Trust as, in the sole discretion of my Trustee,
may be necessary for the Grandchiln I s maintonance,
support, medical and nursing care and education,
including college and graduate education, taking into
consideration any other means readi.1y available for
such purposes. At the end of each year any unexpended
inoome shall be added to the principal of the Grand-
child's Trust.
(b) After the Grandchild shall have attained the
age of twenty-one years, my Trustee shall distribute
the remaining principal and any undistributed income of
the Grandchild's Trust outright to the Grandchi1dl or
if the Grandchild shall have died before attaining that
age, my Trustee shall diBtribut,e the then remaining
principal and any undistributed income to the Grand-
child's estate.
Page 5 of 10 pages.
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J.TEM VII: No inter.est in income or
principal of my estate or any trust cr.eated hereunder shall he
subject to attachment, levy or seizure by any creditor, spouse,
assignee or trustee or roceiver in bankruptcy of any beneficiary
of my estate or of any trust created hereunder prior t. t~e
beneficiary's actual receipt thereof. My Executor or Trustee
Bhall pay over the net income and the principal to the
beneficiaries herein deoignated, as their interests may appear,
without regard to any attempted anticipation (except as may be
specifioally provided herein), pledging or assignment by any
beneficiary of my estate or of any trust created hereunder and
wi thout regard to any claim thereto or attempted levy,
attachment, seizure or other process against said beneficiary.
ITBM VIII: Any person, who shall have died
at the same time as I or under Buch circumstances that it is
difficult or impossible to determine who shall have died first,
shall be deemed to have predeceased me. 1Iny person other than me
who shall have died at the same time 88 any then beneficiary of
income of my estate or a trust created hereunder or under such
circumstances that it is difficult or impossible to detormine who
shall have died first, shall be deemed to have predeceased such
beneficiary.
ITEM IX: In the settlement of my estate
and during the continuance of any trust. created hereunder, my
Page 6 of 10 pages.
ITEM VII: No interest in income or
principal of my estate or ~ny trust created hereunder shall he
subject to nttachment, levy or Hei~ure by any creditor, spouse,
assignee or trustee or receiver in I.>ankruptcy of any beneficiary
of my estate or of any trust created hereunder prior to the
beneficiary's Rctual receipt thereof. My Executor or Trustee
shall pny over the net income and the principal to the
heneficiaries herein donignated, ao their int.erests may appear,
without regard to any att.empted anticipation (except as may be
specifically provided herein) / pledging or assignment by any
beneficiary of my estatp or of any trust created hereunder and
without regard to any claim thereto or attempted levy,
attachment, sei7.ure or other process against. said beneficiary.
ITEM VIlli Any person, who shall have died
at the same time as I or under such circumstances that it is
difficult or impossible to determine who shnll have died first,
shall be deemed t.o have predeceased me. Any person other than me
who shall hewe died at the same time fI!l any then l>enl~ficiary of
income of my estate Dr a trust created hereunder or under such
circumstances that. it is difficult or impo!1sible to determine who
shllll have (Hr.>c1 first, shall be de.emed to have predeceased such
beneficiary.
ITEM IXI In the settlement of my estate
and during the continuance of any trust. created hereunder, my
Page 6 of 10 pages.
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Exeoutor and my Trustee shall posses's, among others, the,
following powers to be exercised for the best interests of the,
beneficiaries I
(a) To retain any inve~tments I may have at my
death so long as my Executor or 'l'rustee may deem it '
advisable to my estate or trust so to do.
(b) To vary investments, when deemed desirable by
my Executor or Trustee, and to invest in such bonds,
stocks, notes, real estate mortgages or other
seourities or in such other real or pernonal property
as my Executor or Trustee shall deem wiso, without
being restricted to so called "legal investments."
"
(c) In order to effect a division of the
principal of my estate or trust or for any other
purpose, including any final distribution of my estate'
or trust, my Executor or Trustee is authorhed to make
said divisions or diotributions of the personalty and
realty partly or wholly in kind. If such division or
distribution is made in kind, said assots shall be
divided or distributed at their respective values on
the date or dates of their division or distribution.
In making any division or distribution in kind, my
Executor or Trustee shall divide or distribute said
assets in a manner which will fairly allocate any
unrealized appreciation among the beneficiaries.
(d) To sell either at publ~c or private sale and
upon such terms and conditions us my Executor or
Trustee may deem advantageous to my estate or trust,
any or all real or personal estate or interest therein
owned by my estate or trust severally or. in conjunction
with other persons or acquired after my death by my
Exeoutor or Trustee, and to consummato ~aid sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple Htle,
free and clear of all trust and without obliqation or
liabili ty of the purchaser or purchflSu1:s to see to the
application of the purchase money or to mako inquiry
into the validity of said sille or salOlll also, to make,
exeoute, aoknowlodge and deliver any and all deeds,
assignments, options or othor writings which may be
neoessary or dusirable in oarrying out any of the
powers conferred upon my Exeoutor or 'l'rustee in this
paragraph or elsewhere in this will.
Page 7 of 10 pages.
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(a), To mOr:tgage real estate, and to make leases
of real estate for any term.
, (f) To borrow money from any party, including my
Executor or Trustee, to pay indebtedness of mine or of
my estate or trust, expenses of administration, Death
Taxes or other taxes.
(9) From the Bame sourcn as from which Death
Taxes are to be paid in accordance with ITEM I, to pay
all costs, Death Taxes or other taxes, expenses and
oharges in connection with the administration of my
. estate or trust, and my Executor shall pay t.he expenses
of my laElt illness and funeral expenses.
Ih) To vote any shares of stock which form a part
of my estate or trust and to otherwise exercise all the
powers incident to the ownership of such stock and to
actively manage and operate any unincorporated
business, including any joint. ventures and
partnerships, with all the rights and powers of any
owner thereof.
(i) In the discretion of my Executor or Trustee,
to unite with other owner8 of similar property in
carrying out any plans for the reorganization of any
corporation or company whose securities form a part of
my estate or trust.
(j) To assign to and hold in my estate or trust
an undivided portion of any asset.
(k) To hold investments in the name of a nominee.
(1) To compromise controversies.
ITEM Xl
If there should be established by
My Husband, either in his Last Will and Testament or by inter
vivos Deed or Agreement, trusts similar to the trusts herein
established for the benefit of my issue, my Trustee herein shall
have the right and power to merge trusts herein established with
similar trusts for the same beneficiaries established by My
Page B of 10 pages.
"~" .~
. .
Husband and to operate each of the merged trusts as a single
trust.
ITEM XI I I hereby appoint Hy Husband,
CI,AYTON L. ROCK, and CCNB BANK, N .A., New Cumberland,
Pennsylvania, as Co-Executors of this Will. If for any reason My
Huaband should fail or cca!le to act as Co-Executor, I appoint my
son, DONALD A. ROCK, and my daughter, JANm' L. IHLHELM, or the
survivor of them, to serve in his place. All references in this
Will to my "Executor" shall al~lo refer to my Co-Executors, or to
my successor Co-Executors, as the case may be.
ITE~I XII: I hereby appoint l1y Husband,
CLAYTON L. ROCK, and CCNB BANK, N.A., New Cumberland,
Pennsylvania, as Co-Trustees of any trust created hereunder. If
for any reason My Husband should fail or cease to act, I appoint
my son, DONALD A. ROCK, and my daughter, JANET L. WIJ,HEL~I, or the
survivor of them, to serve in his place. All references in this
Will to my "Trustee" shall alRo rofer to my Co-Trusteeo or to my
successor Co-Trustees, as the ca~e may be.
ITEM XIII: Any Executor or Trustee shall
qualify and serve without the duty or obligation of filing any
bond or other security. Any corporate fiduciary shall be
entitled to compensation for florvices in accordance \dth the
standard schedule of feea in effect when the services are
Page 9 of 10 pages.
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.
, COMMONWEALTH OF PENNSYLVANIA I,
COUNTY OF CUMBERLAND J
Ul
Clayton L. Hock
Lolng duly sworn occording to low, dopolol o"d soYI thot ho .Ls the
Executor 01 tho Eltolo 01 Dorothy IL Hock
101. of ..-!J~.1I~~,~IJ;)l.,'!.~ _c.'!!:lI'.I!ill ._ .__ , Cumborlond County, Po., docoolOd and thot tho
within II on Inv.ntory modo by Clayton L. Rock ._ _ , tho soid_ Exe('.utor,
01 tho ontiro OIloto 01 sold docodont, 'conlllting 01 oil the po"onol property ond r..1 Oltoh, oxcopt r..1 Ollolo ouhido
tho Commonwo.lth 01 Ponnlylvonio, ond Ih.t tho IIgur.1 oppolite o.ch itom 0' tho Inventory roprelont lt'l I.ir voluo
01 of tho dolo 01 docodont'1 deoth,
Ie ondlublcribod boloro m"
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19 cry
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C J t I I' E...",or . Admlnhllll.'
, lly'on JI \()l'K
)(, North 19th Streot
OJ 11111
I'A 17011
Add""
Ooto 01 O..t', __,:~IHt
D.,
1993
v..,
INSTRUCTIONS
I, An Inventory RIUlt bo Illod within throe monthl ollor appolntmont 01 porsonol reprosonlotlvo.
" A supplomont InvMtory mUlt be lilod within thirty doys 01 dllcovory 01 oddltlonol ou.h,
), Additlonollhoeh mny b. otlochod 01 to porsonolty or reolty
4, SOl Artlclo IV, Flduciorlos Act 011949,
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
ITO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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'OR DAm D' OIA'H Ann 12131191 CHICK HI"
I' A SPOUSAL
POVIR" CRIDIT IS CLAIMID 0
PILi HUM"R
21
COUWY CODE
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COMMOHWIAUH 0' "rHlYlVANlA
DI'AI MIHI 0' . VIHU'
Dill 11010
HAU'UU.O IA 1111I_'
GmT', HAM' llAn, '1~5T, "'4D MICDlI INIIlAlI
ROCK, 1l0lWTIIY R.
~llflfWl1fHllJMlft----I6ATniTormr-'lrmlO1lillH-
IH8- 32-359}___-.___,,_ I 2/ 31~~!_.. _ ,,_~5!_25~~!m"_.
fiJ I, O,;glnal R.lu,n [) 2, Suppl.m.ntal R.lu,n
91,
YEAR
02D6
NUMBER
36 N. 19th Strt'L'l
Camp lillI, I'A 17011
~~_~.~t-.8!!!!1~~~~._____.
[J 3, R.malnd" R.'u,n
Ifar dalll of d.a,h p,'or to 12.13.82)
0$. Fod"al Ellal. To,
R.lu,n R.qu1rtd
_ e, Total Numb" of Sol. D.pa.1t80",
[J Aa, future Inl.'ltl Compromit.
110, da," of d.alh all" 12.12.82)
([] 6, Doc.d.nl DI.d '"10" [J 7, D",d.nl Malr"alnod a lI,lng T,u"
(Alla,h '0 of Willi _ IAna,h ,apy of T ,ulll
ALL CORUSPONDINCI AND CONPIDINTlAL TAX INPORMATlON SHOULD 81 DIRICTlD TOI
M - c: MAnl~lO ADOIUSS
" 0 RIIOAIlS & SINON
1'. 0, Ilox lli16
DIll' S. Na rke (, S'IlIll l'e
lIarrIHblll" -!'I\ 17108-]11,6
[] A, lImll.d E.IClt
Stanley A. Smith, EH'IlIln'
nroMm
717 I
23:1-5731
1. R.al E1101. (S,h.dul. AI ( II _---11.0 11(-
2, S,ockl and BondI (S,h.dul. 8) ( 21 _ I. D88, 75
3. Clollly H.ld Slock/Pa,ln.llhlp Inl"'" ISchodul. q I 3) ,,__t:!onp
A. MOllgagll and Naill R.col,abl. (S,h.dul. 01 ( ~I __ None
$, Calhl Bank D.pollit & MIIC.llan.aul P".anal P,op.r1yl 51 141, D80. 51
IScn.dul. EI
6. Joln,ly Own.d P'Op.lly (Schorlul. FI
7. T,un".1l (S,h.dul. GIISch.dul. l)
8. Tolal Grau Au.it I,alalllnll 1-7)
9, Funora' E'p.nll', Admln""all.. Calli. MIIt.llan.ou. (QI 14 , 64 9. II
hp'n\II,(S,hodul. HI
10. D.bl.. MOllgag. lIabllltlll, lI'n! (Sch.dul. II (10)
11. To,al D.dudlanlllalalllnll 9 & 10)
12. N.I Valu. of Ellal. (IIn. 8 mlnu.lln. 111
13. Cha,ltabl. and Gavornm.n,.1 B.qulIlI (Sch.dul. JI
U. N.I Valu. Subl'd 10 To. (IIn. 12 mlnu. IIn. 13)
15, Amounl a' IIn. 14 la.abl. 01 6% '01.
Ilnclud. valulI from S,h.dul. K or Sch.dul. M.I
16. Amount 01 IIn. 14 la.abl. 01 1$% ra,.
Ilnclud. valulI from Sch.dul. K or Sch.dul. M,)
17. Principal la, du. (Add 10' I,om IIn. 15 and f,om IIn. 16,1
18. C..dlll Spau.al 'Pa,,"y Clldll Prlo, Paym.nl' Dll<Oun' Inl""1
+ .1..,1 ?JLJ2Q.. + ___J.!!!.-2L - __.____
19, IIlIn. 18 II gllalor Ihan IIn. 17. .n'" Iho diHlllnco on IIn. 19. Thl,lllh. OVERPAYMENT.
110
20. ""n. 1711 glla'or ,han IIn. 18, .nlor Ih. diHor.nco on IIn. 20, Th" II Ih. TAX DUE,
A, Enlor th. Inllllll on Ih. balanco du. an IIn. 20A,
8, Enlor th. 10101 01 IIn. 20 .nd 20A an IIn. 20B, Thl. II ,he BALANCI DUE,
Mob ChICk Payabl. '".R.gl.,.. of Will., Ag.n'
.. .. II SUR! TO ANSWIR ALL QUUTlONS ON'REVIRU SlDIAND TO RlCHICK MATH".
Und.r pinelli.. 01 p"lury, I dldar. tno! I ho.... uamln.d Ihlt "Iur", Irdudlng accompanying ICh.'dul" and "ol.menh. and 10 Ih, bIll of my .nowledg. and blli.I,
1111 'rUI, COHlef and compl"I, I dlclore Ihol all ,101,"01. hOI bltn reported 01 trut mark" yalue, O.clarallon of p'Ipartr olh., thnn Ih, plnonal r.preunlollv.l.
balld on alllnl.,monon .1 which proparor hn. any knowl.dg..
~ '!'IO~ "1'OHI'1II lOIIH"'OltTlmr ADD. III 76' 4', .. (;,f '/: ' - OAII "
':;t~~'1 t~," ./;1';,"" Clnyton L. Ho('k, Exe('utor ( '....1." ,tit.;.; >,1 17.'11 i,(.,' /d IYf'l
, fflnnllslltllTtt:lJlUmltmAliVl---- ""mm-:ftlnmd",fr"H-f.""n---'- ----------, 5J;lf"'1"" :.1'-______
"'lj'~Ll ., P. (). lIox 11 Ij(,
:~~~U~, E,!!!!~!:..._ IIlln 1 Hb~!..fu.._I~_!1! OH-I !.i~_,___
(6)
( 7)
Nono
None
281, .00
(1 $) ..l.2L..2.J.6...lS
116)
01(''t~ 'IIOfl' II YOu' w,. Il''1ut.,ting (I 1~lund of your OIll'll'uv'nent.
( 81
142.169.26
(111
(12)
1131
(1 A)
14,933.11
127,236.15
None
127,236.15
7,634.17
~ ,06.
~ .1$.
(17)
(181
(191
7,631.57
120) ___ 2. r,o _,___
12M) _________
1208) __...h~.
, ~ SCHEDULE E L
~ CASH, BANK DEPOSITS AND
COMMONWIALTH O' PlNNIVIVANI4 MISCELLANEOUS
,HHIRIIANCIIAX RIlURN PERSONAL PROPERTY Pilose Print or TYPI
m,ol~' ~ICIOIN' = __
ESTATE OF FilE NUMBER
IXlrothy R. Rock 2194-0206
fAU pro".,'y loinlly.own.d With Ih. Righi of Sutltjyur,hip mutt b. disclol.d on Sch.dul. f)
ITEM I DE9CRIPTION
NUMBER
1. I Harris Savings Bank, 1 year Certificate 04-56-195272
, uVlso,1.f tJ "
VALUE AT
DATE Of DEATH
8,105.54
2.
Harris Savings Bank, 1 year Certificate 04-56-195272,
accrued interest
142.24
3.
Dauphin Deposit Bank and Trust Canpany I Savings Account
#4913700839
105.41
4.
Dauphin Deposit Bank and Trust Canpany, Savings Account
#4913700829, accrued interest
.23
5.
First Federal Savings and Loan, Savings Account #0206072459
6,652.09
6.
United Incane Fund, Mutual Fund #43-1429708,
133.772 shares
24.77 3,313.53
7.
United Cash Management, Mutual Fund #43-1177049
538.01 shares
1.00 538.01
8.
United Cash Management, MlJtual Fund #43-1177049
538.01 shares, accrued dividend 1.150
1.00 1.15
9.
One (1 ) Diamond and Sapphire Bar Pin
One (1 ) Diamond Wedding Band
One (1 ) Diamond Ring (18 kt. gold)
One (1 ) Diamond Ring (14 kt. gold)
United Investors Life Annuity #40000564431, payable to
Clayton L. Rock
751.40
110.00
10.
11.
12.
13.
1,680.00
845.00
57,539.33
,14. United Investors Life Annuity #40000564430, payable to
Clayton L. Rock
61,296.58
TOTAL (AlIa Inler on IInl 5, Recapitulation S 141,080.51
IAllach adl.lllionol8VIH K 11" ,hull if mort 'pac, II n..dld,1
...v.lm..."',ul
~,:'~.9~
'*4~
COMMONWIAlTH 0' PINNnWANIA
INtURIfANCI fA. IIE1UIIN
R,I.~!'!tt:l.~.~~ ~ !.~! ~,'._.
J SCHEDULE H J
FUNERAL EXPENSES,
A;I~~~t~~R~J~VJS CE~~Y?N~_~SD '__ p'1~(J~!!,r.l.n_'_(J.r T.y.!'t
FILE NUMBER
2194-0206
iSTA'! OF
DOROTHY
ITEM
NUMBER
A,
8,
4,
e.
1.
2,
3.
4,
5.
, 6,
7,
B,
R. IWGK
DESCRIP1'ION
AMOUNT
1.
2.
Funeral hptnlt..
Mye rs-lIarnes Funeral lIome
Donald A. Rock - lay minister, travel expenses, assembling
funeral program
Funeral Attendants
Reverand IHI,1 lam Radar condue ted funeral servic(!
Douglas Bonsall - organist at funeral
John Everhart - shovding 7" snowfall at church
475.00
75.00
30.00
20.00
4,427.00
250.00
3.
4.
5.
6.
1.
Admlnlltratlvt COlli I
Personal Rtpre.entatl.o Cammllllon.
Social Socurity Numbor of Porso"al Ropre.e"tall..,
Vear Commllllon. paid
2.
Allorney Foo. Rhoads & Sinon
6,750.00
3,
Family Exomptlon
Claimant Clayton L. Rock
Relatlan.hlp
Husband
Add,... of Claimant at docedent'. doath
Slreot Addro.. 36 N. 19th Stre(,t
City _ Camp Hill 51ato P A
2,000. 00
Zip Codo 17011
Probate Foo. and Short CertHieates
123.00
Mlle.llantoul bp.n"I'
Landis Jewelers, Inc. - appraisal of ,jewelry
70.00
Ey.penses of Executor for phone, postage, etc.
76.61
H & R Block - tax preparation fee
50.00
Death Certificates
33.00
Advertising Grant of Letters
69.50
Reserve for final expenses
200.00
TOTM IAho onlor on lino 9, Rtcapltulatlon)
(II mar. Ipac. II nttdtd, Inl~rt additional Ihull of lamt lla..)
5 14,649.11
:'J
,J
I '6n " I
! f~Y
C/
\ RIVo1B41 IX AFP 1080941,*
cOMMOll\lf.Al IH Of PEIlHIVlVAHU
ot:mlll!HI Of REVEHU[ , NOTICE OF INHERITANCE TAX
IUIlUU Of IHOIVIDUAl IAMEt APPRAIsEHENT I ALLO~ANCE OR DISALLOWANCE
~:~i,~~~~lp, \1111-0601 OF DEDUCTIONS AND mEssHENT OF TAX DATI! 11-28-94
UTA'I 6'''-ROCK .. FIL.E NO. ~0206
DATI OF DIATH 12-31-93 COUNTY CUMBERLAND
HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIR FORH WITH YOUR TAX
PAVHENT TO THE REOISTER OF WILLS. HAKE CHECK PAVABLE TO "REGISTER OF WILLS I AGENT"
REMIT PAYMENT TOl
STANLEV A SMITH ~SQ
C/O RHOADS 6 SINON
PO BOX 1146
HBG PA 17108
ACN
101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE I PA 11013
t
AMount RIMltted
CUT AL.ONO THIS L.INE ~ RETAIN L.OWER PORTION FOR YOUR RECORDS ~
iiiv: is-''-7' -iX'" AF ji 0 i '0 ii: 94)" "il'O"fi c r 'OP- "iNHER ii'A'NcE '''fAx- APPRAisEH liili'"; -11 trOWANCE' oR" ....-.. - -., - -""
DISAL.L.OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
1ST ATE OF ROCK DOROTHY R FIL.E NO. 21 94-0206 ACN 101 DATE 11-28-94
If .n ......m.nt w.' i..u.d prlvioU.1Y, lin.' 14, 15 .nd/or 16, 11 .nd 18 will
r.fl.ot figur.. th.t inolUd. the tot.l of abh r.turns .....s.d to d.t..
ASIIISHENT OF TAXI
II. A.ount oi Llnl 14 .t spoU.11 r.t.
I'. Aaount oi Lln. 14 t.x.bll .t Llnl.I/Cl..' A r.tl
17. A.ount oi Llnl 14 t.xlbll .t Coll.t.r.I/Cl... B r.t.
II, Prln.lp.l Tlx OUI
TAX RETURN WAS. 1 X) ACCEPTED AS FILED
REIERVATION CONCERNINO FUTURE INTEREST . SEE REVERSE
-
APPRAISED VAL.UE OF RETURN BASED ONI ORIGINAL
1. R.ol E.tet. lSohldul1 Al III
2. Stook. Ind B.nd. IS.hldull B) 12)
I, Clo.lly Hlld st.ok/p.rtnor.hlp Int.r..t lSohldul1 CI lSI
4. H.rt'..../N.t.. RI.llv.bll ls.hldull 01 (4)
I. CI.h/l.nk DIPoalh/Hh.. po...nll Prop.rty IS.h.dull El IS)
6, JointlY Ownld Proporty lSohldul. F) (61
7. Trtn.ilr. (Sohldul. GI 17)
I, Tot.1 A,.lt.
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. F"""r.1 Exp.n.../Ad.. Co.t./HI... EXPln." ISoh.dul. HI 19)
10, D.bh/Hortg.g. L1.bllltl../Ll.n. lsoh.dul. II 1101
11 , Tot.1 D.dUotlon.
12. N.t Volu. of Tox R.turn
II, Ch.rlt.bll/Gov.rn.lnt.1 B.qu..t. (Soh.dull J)
14. N.t V.lu. oi E.t.t. Subj..t to T.x
NOTII
I CHANGED
,00
1.088,75
.00
,00
141.080,51,
.2Q.
,00
(II
142,169.~
14,649.11
284.00
Ill)
112)
IISI
1141
, " . q~~ 11
127,236,15
.00
127,236,15
llSI ,00 X ,00.
(16) 127,236,15X,06.
-
117) ,OOX,15.
Ill)
.00
7,634.17
,00
7,634.17
TAX CREDITS I
PAVHENT
DATE
03-2 -94
07-25-94
RECEIPT
NUHIER
XA856093
MM886339
DISCOUNT 1+)
INTEREST I-I
381.58
.00
AHOUNT PAID
',250,00
2,60
TOTAL. TAX CREDIT
BAL.ANCE OF TAX DUE
INTI!REST
tOTAL. DUE
7,634.18
.01CR
.00
.01CR
. IF PAID AFTER DATE INDICATEO. SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN II, NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV 8E DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,1
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RESERYATJONI E'tltn of deo.dtntJ dYing on or before O.o..btr 12, 1982 u If anv futurl Intlrut In thl .,tetl h trlnlflrr'"
In po..,..lon or Injov'lnt to Cl". a (coll.t.r,l) beneflol.rl.. of the deoldent aft.r the .xplratlon of ,"V..tlt, for
llf. or for VA.", the Co..onwe'lth h.rebv .xpr...lv r.,.rv.. the right to appral.. end ...... tran'fer Inherltanc. T.x.,
It thl lewful CII.. B (coU,t.rell rlt. cn anv .uoh future Int.rllt.
PIJRPOSE Of
, NOTICE I To fulfill thl requlr..entJ of S.oUon 2140 of thl Inherltanc, .nd E.t.te T.x Act, Act 22 of 1991. 72 P.I.
Slctlon 211\0.
PAyltEHTI O.tftch thti top portion of thl, NoUc. and .ub,it with your pav.."t to the A.ghter of Willi printed on thl river.. .Id'l
..".... ,heok or '0"', ordor p....1I '0' REDISTER OF MILLS, ADE"T
All plvltnt. rec.lved .hall flrlt b. IPPUld to MV Interllt which "V b. due with Inv re.I'ndtr appU,d to thl t,IC.'
REFUND (CA)I A rlfund of . tax crldlt, whloh wa, not r.quI,tld on the Ta~ Aeturn, elV bl requ.'ted bv co~l.tlnl an "Applloltlon
for R.fund of P.nn'Vlv'nl. Inh.rltance end E,t,t. Tax" (AEV~1515), Application, ar. Ivalllbl. at thl Offlo.
of th. Atgl.t.r of Willi, tnv of the 25 Alv.nu. Ol.trlct Offlo.l, cr bv calling tht ,p.clal 24-hour
""wlrlng IIrvloe nueberl for for. I ordlrlngl In Penrl.vlvanl. 1~800"36Z-2050, out.ld. P.nnIYlv.nl. 'nd
within looal Harrl.burg are. (717) 7aT-809~, TOO' (117) 172-2252 (H..~lng lepftlr.d Onlv).
OBJeCTIONSt Anv plrtv In Jnttre.t not ,Itl.fl.d with the .ppr.I....nt, allowanc. cr dl..llow.no. of dlduotlon., or ......lent
of tlM (inoludlng dl'oount or intlre.t) a. .hown on thl. Notice .u.t obJlot within slxtv (60) dav. of rec.ipt of
thlt Notlcl bv I
AlliUM
ISTRATlYE
CORIlECTllHlSI
DIICOUNT I
lHTERl!ST I
....wrIU.n prottlt to thl PA OIPut.ent cf AtVlnul, BOlrd of APPlllt, DEPT. 281021, Hlrrhbur., PA 17128-1021, OR
.....IIOUon to havI thl ...Uer deter_ln.d at audit of the aocount of the Plr.onal rep'..lnt.U..,., OR
-"IPPttl to thl Orphen.t Court.
F.otutl .rror. dl.co..,.red on thl. a.......nt .hould b, .ddrQ...d In writing tal PA Dtp.rt'l~t of R,..,enut,
Bur.tu of Indlvldu,1 TaXI', ATTNI Po.t A.......nt Aevlew Unit, OEPT, 280601, Harrl.burg, PA 1712'-0601
Phone (717) 7'7-6505. S'I p.ge 5 of thl bookl.t "In.truotlon. for Inherltancl Tlx A.turn for I A..ldent
Olc.dtnt" (REV-IIOI) for In Ixplln.tlon of edtinl.tr,tlveIY corr.ctlbl. .rror..
If anv tlx dUI It Plld within threl (5) c.hnd., lonth. Ifter thl cltcld.ntt. dttth, . flv. plrn.nt (Si() dltoOll'lt of
thl hx .,.Id 11 alieNed.
Jnttrnt It oherged btglnnlng with flr.t dav of dellnquenoy, or nine (9) lonth. end Ont (1) dlY frol thl date of
delth, to thl dati of P'Vlllnt. Taxe' which bee... dlllnqutnt blfor. Jenuary 1, 1982 b4ar Int.r..t .t the rate of
'he (6~) Plro.nt per "!flu. oaloultt.d at . dailY rttl of ,000164. All hMII which b.ce.. dlUnqUlnt on end .fter
Januarv 1, 198Z will blar Inter'lt at . rltl whleh will varv frol cllend.r Vlar to c.l.ndtr y.ar with that r.tl
tnnounctd by the PA DIP.rt.ent of A.v.nu.. The .ppIICabl' Int.re.t ratl' for 198Z through 199~ .rel
!!!r Inter..t R.te Ollly Inttr'lt Flotor :!!!r Inter..t A.t. D.U. Jnternt F.ctor
1911 20X .000541 1916 10:< ,DOOm
1911 16X .000111 1911 9X ,000247
191' lU .000101 19"01991 lIX ,000101
1915 UX .000156 1992 9X ,000267
199101994 IX ,000192
.-Intlrnt It o.loulated .. folloWl1
INTEREST D BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notle. Ittutd after the tax beoo... dlllnquent will refl.ot to Intlr..t c.lcullUon to fifteen nu dav.
, bevond thl 'dlt. of the ........nt. If PIVlent It ude after the Interllt COlputltlon dlt. .hown on thl
Notlc., addltlonll Intlr..t IYlt b. cIlcul,tld.
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