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Home My WebLink About94-01086 " " I "..',;.:~~;-J ~'~..;~.\~?"-{' '" "" or ;;.~ .}' ~. &/<11,' uJ Francos N. HOch al.'" k"u"',, lIS -.nL a I)ETITION FOR PROnATE and GI{ANT OJ,' LETTERS Nil. _2_l::f}k-_/..o~(p 'I'll: IleglSler nr Wills I'm Iho f)"{,l'lI.l'l'd. LIIUUIY III' -.C!JMIlERLAND_ Iu Ihe SlIrllIl Sel'llr/t)' Nil. 194 -28-9 5 6 2 Couuullllwenllh of I'ellnsylvnuln The pOllllon nr Ihe nnderslgned respeclfnlly reprcsenls Ihnl: YOllr pellllllner(s), who sx.lre I H )'enrs III' nge molder nnlhe execnl-D.!:S Inlhe Insl will of Ihe nhove decedolll, dnled Auqus t 3 nnd codlcll(s) dilled ..nia nnmed .19-2.D- (slUlC (('le\'ol1l drCIlIl1\1ll11CC'i, C.N. renunciAtion, death ur e\",,'ulur. CIC.) Decendenl wns domiciled nl donlh In Cumber land Counly. I'enusylvnnln, wllh It er Insl rnmlly or prlnclpnl residence nl Gre(~ IU..clge ~~~~~ge of. ~~~ ~~C Sprinq Ave.. Newville. PA 17241 est Pen 0 h (lbl !l1rC'l.'I, IIl1l11her und l11U1l1:lpalil)') Deeendent, then 82 yenrsofnge,dled December 19. ,19 94 at Swain Health Centor. Newville. PA 17241. . Exeepl ns rollows, decedenl did nol marry, wns not divorced and did nol hnve a child born or ndopled after execullon or the will offered for probule: wns nOllhe vlcllm of U killing nnd wns never ndjudlculed Incompelelll: No exceptions. Deeendenl nl denlh owned properlY wllh esllmllled vnlues us follows: (If domiciled In I'n.) All personnl properly S 300.000.00 (If nOI domiciled In I'n.) l'ersonul properlY III I'ennsylvnnln S (If nol don:lclled In I'u.) I'ersonnl properlY In Counly S Value of renl eslnle In I'ennsylvnnln S sllunted ns follows: WHEREFORE, pelllloner(s) respectfully requesl(s) Ihe probnle of the Inst will nnd codlcll(s) presellled herewllh nnd the granl of lellers Tes tamen tarv (IC\IUI11Cnlnr)': ndmll1lslrutlul1 c.I.a.; ndllllnlMrallon d.b.n.c.l.a.) Iheron. t '0_ ~t l~ -::to. E~ cO 11 ... Iii /' l{tl&>L- eHer P. Box 48 -w~ut Bottom, PA 17266 717 - 532-6359 .1(''';;Il dJ <;tIdL..- . amue Hy enn 2 Lebo Road CHrlislR, PA 17011 717 - 249-8102 OATH OF PERSONAL REPRESENT A TIVE COMMONWEALTH Of'I'ENNSYLVANIA '} 88 COUNTY 0... CUMBERLAND 15-{",-/I The pelllloner(s) above. named swcnr(s) or lIffirm(s) thallhe slatemenlS In the foregoing pelltlon arc Irue lInd correCllO Ihe beSl of the knowledge and belieI' of pelhloner(s) lInd Ihal us personal represen. Inllve(s) of Ihe above decedenl pelltloner(s) will wellllnd .fil/y lIdmlnlsler y~ eslnle uccordlnglo law. Sworn 10 or nffirnwtL,lInd subscribed (jt..- r (.1i~L~"/l.-- '" before m~ this lBTN M . eller ~' o cemo ''- 9 9 ~ "I'-~ ' uel ~G7f~ ; ~ Mary C. Lewis, H"lIls/a ~-,-n a ~ Lt?1IA.U'1 /0 - /. . ',. ij.Y. ?i!1 ~ ~~ ~.<;~ f!i. &f ;.~ ~r.~ i~ . ~ ..- $' ~) , i'1 No. 21 - 94 1086 Estate of . Deceased c.~. Probate. Letters, Etc. ......... S Short Certlncutes(5) .......... $ Renunciation $ 'X-Pages ................ S 6.00 JCP TOTAL _ $ ?QR:R8 Flied .. P.ElP.ElI)IR'il.l\ . .2.~ . .( . .~ ,.~~, ... . . . Robert R. Black, Esq. (06267) "TIORNBY (Sup. Ct. /,0. No.) 36 South Hanover Carlisle. PA 17013 ADDRESS 717 - 243-3727 PIlONB :o:D S8 in' a EO ctl ...0. ,,6 -- ;:;fi' =-\~ iii'o - Il'RI\NC'RR No lint''' DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEMBER 29. 19..2!-,ln consideration of the petition on the reverse side hereof, sallsractory proor having been presented before me, IT IS DECREED that the Instrument(s) duted AUQust 3. 1990 described therein be udmltted to probate and filed of record as tbe last will of Frances N. lIoch and Lelters Testamentarv are hereby grunted to Rav L. Keller and Samuel Rvle Glenn FEES 270.00 15,00 ~~ a'f 9.! I~? ~ ;. o.r> I ~: r : g ~~ ~ c:J C; N (XI a c:J .. - N Letters and order put in attorneys file in Prothy. on 12-29-94. , -..\ . This i'i III rcrlif)' IIMI Ihl.' inform.lfillll IIl'fl' ~i\"('11 is \111 ullI~' 1111'11"\1 ""111 ,Ill IIri~ill.ll. tC.'l'Iilkilll' IIf dC:.ICI,1 ,\llIly flied wnh J.oc:nllh'gistnlr, Till' migin.1I (l'nifil.III' willlli.' fllrW,lrdl'tlllllhl' S"llt' Vil.1I Hnurd, Otfltl'ltlr Pl'J'IIJ;lIIl:1I1 1111l1J..:. WARNING: 1111 lIIegnllo dupllcale Ihls copy bV pholoslal or phologrnph. me .IS Pee (or .hi, (l'rcHll.llc, $1,0(1 ~'~.~:_~~~'t~~ IAI4."ill JlcHi~lfllr 2666219 ________._~~~.._?_.!~.!1!...___ [),llC _____.___d_..___ No. "10116.1""'"' COMMONWEALTH 0' Pe:HHIYLVAHIA. DI!PAATMIHT 0' HULlH . YITAL "ICOROI CERTIFICATE OF DEATH .... "'" ... ,. ... . - - " '~o.._l - ......,....,.c-..t Penn Twp.Cumb. 82 '" ,. ,....1 Cumberland White ....:;::::;::::=;:r Hom k c.CCDCNf.I&AUG.f4lDfWII.....~..,.c... Gre.n Rldgo Villogo 210 Big Spring Rd. -- ..-...-- Pt""ahere - .. ..."'. .... Cumberland u.O ~-=:'=.. YQ'"'....~".. --",,- Kathr n 81sho H... . N "- "'--_....0 .0-"- Dickinson Penn Twp..Cumb.Co.PA monooRoth funerol Home ....--.---........- ~...-_.._- ........ eAUM,,_ -.- -.....-.- ~ - I=--= . . .. ....:::::-:-:-:=:.::;:.,eo: I: OI~fCMl___ D "WI\. . ~ out -w. lW.Ol"........... -...- ... '..c>>ooa -...u~.. ..... ~..... ,..... l'lOl"OI_H ..~ -....~f I:ll o o o o o IVC .................-..__........_ It. -.",- - -. - ... - ..... 0 ...D ......- .0 ..0 .. r-......_ - - - ClJIf"'l'l-=-__ '~,,"&lCIoUl""""-"""""_.___"'"""''''f_____13I h........,.,~..____..._t1__"..__.,....,' ........".."."",.....,.....".., ..,., ~ I.......O"~ I ""'C.....I!JfO"'""M"'"fCI,t,IIt.,.,.....e-_...__......"....t_._ _..._....,~...._.....-.-.-......--......_.l____ .' ....OC.lL DAMMA.<OAOMut OIII_~....--Iitol........,...........-...."',............"'__.....II'tII........I....."....................Ml.I.... -....-....,............,....'"...".....'''....''''''.....................'''......................... ... ~\>'I.\,ol M ,-.' '-. '-:r-,.' I N ~~. - .. . (, 0.;. I:) ;: . ,,8 co ob'o N ~ . t2-l:l Ci ,,"\-: (., Z pi; ~a .",) , ~ -} ,"(1.",.\_ '-i. ;.',:/ .",-. SBOL - 176 - LZ 1 ~ 12. \ ~ :~ usr WILL 1IND TESTAMENT OF ~ N. IIXH , J ''-' (j I, FRANCES N. JI:lOI, of 15 Ridge lane, Green Ridge Village, West Pennsboro Township, Newville, 0JJrber1an:! County, Pennsylvania, make this Will, revok.irg all my former wills an:! oocUcils. l'lDI I: I direct that all my just debts, funeral m<penses and administration m<penses, includin:J my grave marker, shall be paid from the assets of my estate as soon as practicable after my 0"""""'''''. l'lDI IT: I bequeath the llJ1Y:lUJ1ts or items herein specified to each of the fOllCMin;J-named beneficiaries who survive me: a. To 'lhe Dickinson Presbyterian Church, Dickinson, Perulsylvania, $2,000.00; b. In equal shares, to Ronald G. Neidig an:! Deborah Jeanne N. D1e, or the survivor thereof, all of my household goods. l'lDI m: I devise an:! bequeath all of the residue of my estate, of wary nature an:! wherever situate, in equal shares, to my neFileWs an:! nieces, namely, lawrenoe Michael Neidig, Ida Kat:luyn N. Johnson, Paul Dennis Hoch, Ronald Lee Hoch, Michael Cramer Hoc:h, Barbara Ann Shenk, Ronald Glenn Neidig, Deborah Jeanne N. E);Je, Patsy Ann Trovato, St:eI:tum Ryle Glenn, David Clair Glenn an:! Marjorie Lois Gardner, or their issue, per stirpes. l'lDI IV: I awoint FARMERS TI1l1ST cx:foIPANY of carlisle, Perulsylvania, guardian of any property which l';"'~'eS, either under this will or otherwise, to a minor. Said guardian shall hold, manage, invest an:! reinvest any property received by the guardian, shall collect the incane therefrom, an:! shall apply so I1I.Ich of the net incx:rne, and, if the net incx:rne is insufficient, so much of the principal of said property held for such beneficiary as the guardian shall deem rnc<><;'sary or advisable for such beneficiary's health, maintenance, support and CCIlplete education. 'lhe guardian shall aOCUI11.1lats any SUllllus net incane annually and add the sarre to the principal of the property held for such beneficiro:y. When such beneficiro:y attains the age of 21 years, all property shall be distriWted to such beneficiary, or to such beneficiary's estate in the event of death prior thereto. l'lDI V: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction :inposed, shall be paid fron my residwuy estate as a part of the expense of the administration of my estate. l'lDI VI: I awoint RAY L. KELlER and SAMUEL RYIE GIENN, or the survivor thereof, as Executors of this, my last will. l'lDI VII: I direct that neither of my Executors shall be required to give hem for the faithful perfonnanoe of their duties in any jurisdiction. ~ ~~.. I have hereunto set my haR:l this :3 8!2. day of , 1990. %a--NCLdJ )1. #-oc.t (BFA!.) Frances N. Hoc:h 'lbe preoe<'lh-g instrument, consisting of this am one other typewritten page, identified by the signature of the Testatrix, Franoes N. Hoc:h, was, on the day and date thereof, signed, p.lblished and declared by Frances N. Hoch, the Testatrix therein named, as am for her last Will, in the presence of us, who, at her request, in her 1'X;:3ence am in the "'''' sence of each other, have 8'~ibed our names as wit;npc."oo thereto. IN~~F, G-u5r I I , ~ fL(3IWl. ~~~ I; I '. ~ OF PEWSYLVANIA ) . . CXXJm'Y OF C1IMBERI1IND ) We, Frances N. Hoch, Rebert R. Black am Bk~ ~j4tP , the Testatrix am the wi~l"es, respectively, Mlose names are signed to the attad1ed or foregoirg instrument, beirg first duly sworn, do hereby declare to the undersigned authority that tha Testatrix signed and executed the inetrument as her last will, and that she had signed willirgly (or willirgly directed another to sign for her), am that she executed it as her free am volunta:ty act for the pIllpCses therein expressed, and that each of the witneeE'es, in the presence am hearirg of the Testatrix, signed the will as witness, arxl that to the best of their knowledge the Testatrix was at the time eighteen years of age or older, of SOlI1'Id min:i arxl under no const:raint or undue influence. %-TVN c..r..v)(. M ~e8 ~. Hoch ~?~ck SUbscribed, sworn to am acknowledged before me by Frances N. Hoch, Testatrix, arxl suOOcribed am ~ ~~ Rebert R. Black am ~J ~. witnesses, this? day of . 1990. ? .., HOT ARIA!, SEAL SHIRlEV IV, AHLERS, tlOTARV PUBLIC CARLISLE ROHO.. CUMB~RWID courlTY. PA MY CDMMIS510H EXPIRES JULY 14. 1993 .':"';j.'''Y1 ..JotUI.....:::_~~ loo...~___... . . .~ . ,. >. N ~~ ,15~ r. 0 Ee Ill!?' '15 ~' " X: 0, .. ~ ' f'1i I Ci dOl I a~ " ~ L t ." . . . " a . :Z:,' " ; .i " f' .' " ~ CERTIFICATION OF NOTICE UNDER RULE 5.6 (AI Name of Decedent: Frances N. Hoch Date of Death: December 19. 1994 i 1 . Will No. 21-94-1086 To the Register: I certify that notice of beneficial interest required by RUle 5.6(a) of the Orphans' Court Rules was served on or mailed to ths fOllb~ing beneficiaries of the above-captioned estate on _ ~A'AA M-t./ I" /44"5 : ... r ~ I' ~ Address Admin. No. i ~ f " ~ ~ . , , I. Deborah Jeanne N. Eae. 74 Kutz Rd.. Carlisle. PA 17013 Mar10rie Louise Gardner. Seven Control ct.. Baltimore. MD 21220 David Clair Glenn. Four Teresa Marie ct.. Millers. MD 21107 < ,. i Steohen RYle Glenn. P.O. Box 4971. RD 4. Glen Rock. PA 17327 Michael Cramer Hoch. 10728 50th st.. Mira Loma. CA 91752 Paul Dennis Hoch. 2428 Walnut Bottom Rd.. Carlisle. PA 17013 Ronald Lee Hoch. 2182 Mallory st.. San Bernadino. CA 92502 Ida Kathryn N. Johnson. Kathryn Ida Neidia-Hoenia. 3511 La Mesa Drive. Havward. CA 94542 " . , \ Lawrence Michael Neidia (deceasedl. Mary Kathleen Neidia. 226 East Kina street. Shiooensbura. PA 17257 Ronald Glenn Neidia. 40 Kutz Road. Carlisle. PA 17013 Barbara Ann Shenk. 320 McAllister Rd.. Carlisle. PA 17013 Patsy Ann Trovato. P.O. Box 160. st. Michaels. MD 21663 Dickinson Presbyterian Church. Ten Church Rd.. Carlisle, PA 17013 t" ~ Notice has now 5.6(a) except Date: Jan. If been given ~one . 1995 to all persons entitled thereto under RUle Sign~r-fY.~ Name Robert R. Black. Eso. " ) . " f. I, " ,... 50l: - ~ o!!1 ~ (') mE? ~ ~j tj , 'i ~;. .:.~ .,.., ',,) 'r- 0\ ~-) "b I .:') Yl ,- ~ " -n ~U .. ;'J 1'.)';,'; !: 1_.... .., 8 ('J) .~~ cu ~ cun: CD a: (.) Address 36 South Hanoyer Street Carlisle. PA 17013-3328 capacity: Telephone (7171 243-3727 Personal Representative Counsel for Personal Representative x i __.-. IO__r--..... ....'. . , '-;T'7.5'/'.'..,..-._,...--,-,<- ---...,.,}.~.,,'--- ---=,-,i /.:'-- -,- .------ -':-1 g",",',"'6'AA,'\'O,4,808, 9" ,....,.,/,C,..()M,,..ONWE,A, LTH,O,' .J1PENNSYLV., ~NIA,"', ",.' ..", ' . "'..". '. ", " ~,~,..,; .,. ',', , "".," :," DIPARTMINT,OP RIVINUI ' ".. '.. '" " " M~I~ ;~;,~" ' .'.' ,'J," ." OPFlCIAL REClln. . PENNSYLVANIA INHERITANCE AND ESTATI TAX "'.,.., ' '. ACN RECEIVED FROM, ~ ASSESSMENT III AMOUNT II CONTROL ... NUMBER BLACK ROBERT R 36 S HANOVER BTREET 101 .3,'136.0e SEAL RAY L KELLER SAMUEL RYLE &LENN CHECK* 26 ,,' S3.0!i3iL..Ol! S~ ~....J I I I Ii I I I I I I I , j , CARLISLE PA 17013 .i "'''' ~'OfDHfI' .;': i F I " }\ ESTATE INfORMATION. m filE NUMBER l:iI e 1-1 '194-1 OB6 II NAME Of DECEDENT (lASTI II DATE Of PAYMENT II PCSTMAR COUNTY BSN 194-2e-9!56e (FIRSTI Mil DATE OF DEATH ~/ REMARKS m TOTAL AMOUNT PAID REGISTER OF WILLS -;4' MARY C. LEWI REGISTER OF WILLS -.....-----;,--7-----------,----_.._--------- ---'---:;-:-- ." __ _-:_ ~,I I \, . ",' r . . .f .. ...,..-- . --.- ,- ;-.~--""" -~ ~-~~ \. 1,5- ". k. - 1/ .... ~ fOR DATES Of DEATH AFTER U/31/91 CHECK HERE If A SPOUSAL POVERTY CREDIT IS CLAIMED 0 fill NUMBER Il:[VoI.sOO [x. 17.9.1 :z: '" S => .. '" '" ... ~ ... . INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE 21-94-1086 ~ITH REGISTER OF ~IL~_SI COUNTY CODE DICI0IN!" COM'IIH ADOIIIU Green Ridge Village 210 Dig Spring Rd., Newville, PA 17241 Co," Cumberland AMOUNt IUClIvto IlU INn.uellON51 , :. \ I . q Iii ffi lrl '" COMMONWIAl1H Of rWNnlYANIA DIPAA MfNJ Of R(YINUf om. 110601 ttAUIUURO. rA 11 21.0601 o IDIt~ '. NAMIII'" . flU, AND MIDOI INI 'A'I 1I0ch, Prances N. lOCIAI $lCUAIIY HUMIU 194-28-9562 11/27/12 VEfR NUMBER jlI Af'Il(AIIII.U.~I~1HO 11OU"" HAMllUlI. 'IIU AND M'OOIllN'UAij DAII 0' DEAtH 12/19/94 DA 10flllml ~ ..:5.. &UE~ :c"'9 u$m }Q9 I. Original R.lllrn 0 2. Suppl.m.nlal Rolurn o 4. LImited fllol. 0 40, Fulu,. Inl",1I Compromit. . (for dol.. of doalh ollor 12.12.B21 }(E 6. D.ced,nl Di,d r,lIal. 0 7. D,ced,nl Maintained 0 living Trull ...1. 8. Tolal Number of Soft Depotll 80~" (Alla,h ,opy 01 Will) (Alla,h ,opy 01 Trull) Panoors Trost Co.-Inventory I\ttacned 'ALL'.CORRESRONOENCE('AND,CONF.IDENTlAL'Ir 'AXIINr,ORMMION1SHO.U.LQ BElQIRECTEO.\TOJ I NAM' f~.,"~\fl~A"'\3YJ'~~"& SchoI'Pp !b'South Hanover Stre~t Carlisle, PA ,17103 ... "," "..' . .. ." l," ;.......... " ,,'> .""... "11.' 0.00 61,635.14 0.00 0.00 fi1R,40C; ,;,; o 3. Remainder Relurn (for dal.. of doo,h prior '0 12.13.B2) . 0 5. federal EllaleTax Relurn Requited :!llii "'''' "':z: SIC f(U'HON( NUMIU 243-3727..... :z: '" 5 ~ .. ... w '" 1, Rool E.'alo (S,h.dulo A) 2, Sro,k. and Bondi (S,hodulo B) 3. Ciollly Hold Sro,k/Pa,'no"hlp In'oro" IS,hodulo q 4. Mortgage. and Not.. Recelyablo (Schedule 0) 5. COlh, Bank Oopolll' & Mllcollanooul Po,.onal Proporly IS,hodulo EI 6. Joln'ly Ownod P,oporly IS,hodulo f) 7, Trontf... (S,h.dulo G)IS,hodulo I) B. Tolol Gran Anol, (Iolollln.. 1.7J 9. Funeral bpln..l, Admlnlllrall.... Call" Mllcellanoou, E.ponlo, (S,hodulo H) 10. Oebh, Morlgagl L1ablllrlol, Lien, (Schodulo I) 11. Tolol Oodu,lIont('oloIUn.. 9 & 10) 12. Nol Voluo 01 E"o'o (Uno B mlnulUno 11) 13. Charitablo and Goyornmonlol aoquelll (Schedulo J) 14. Nel Voluo Sub ocllo Tax (lIno 12 mlnu, lIno 131 15. Spaulal Tron,fo,. (for dolo. of death afler 6.30.94) S.. lnllrucllonl for Ar.plk-.Jble Percenloge on Reyorso Side. llnclude yolu.. rom Schedulo K or 5c:hedule M.J 16. Amounl of line 14 loxoblo at 6% ralo (Includ. yalulI from Schedule K or Schodule M.) 17. Amounl of line 14 taxable al 15% rolo (Include yoluOl from Schedule K or Schedulo M.) lB. Pr/ntlpollo. duo (Add 10. Irom Un.. IS. 16 ond 17.) 19. C,.dil, Spoulal POyorly Crodil Prior Pormonll + 85,000.00 + (19) (20) 89,473.55 III (2) (3) (4 I 15) 55.309,49 624.731.31 2,000.00 622,731.31 1111 (12) (13) (14) ~ 1 , (15) x.__ (16) x .06 III 622,731.31 )C .15 = 93,409.70 93,409.70 (171 (181 Oilcounl 4,473.55 Inlorou 20. If line 19 Is grloler lhon line 18, onler ,he diU".nc. on lIno 20. Thll II Ih.'OVERPAYMENT. iii 0." :T:!':I"u,,,..la'I.I'.',,'...I.I'I.IU.. '1.'. hJnr:T: n .'1'1'1.'.'''.1 '1C1'lul'hl 21. If lIn. 18 Ii greolor Ihon Uno 19, on lor Iho dHferenc:e on line 21. Thi, Ii Iho TAX DUE. A. Enler Iho Inl"ell on Iho balance duo on line 21A. B. Enlor ,hOlo'olof lIno 21 and 21A on lIno 210. Thilll'ho BALANCE DUE. Mak. Ch.ck Pavable tOI R.glue, of Will., Agent 3.936.15 (21) (21AI (21B) 3.936.15 . 36 S. Hanover Street, Carlisle, PA AOoa(u . Act #48 of 1994 provldos for the reduction of the tax ratoslmposed on tho net value of transfers to or far the use of the spouse. The rates as prescribed by tho statuto will bOI ' . 3% (.03) will be applicable for estates of docodents dying an or aftor 7/1/94 and bofaro 1/1/96 '. 2% (.02) will bo applicable for estates of docedents dying an or aftor 1/1/96 and boforo 1/1/97 " , . 1% (.01) will be applicable for e'. totes of decedents dying on or aftor 1/1/97 and boforo 1/1/98 ." Spousal transfers occurring on or after 1/1/98 will bo oxompt from Inhorltanco tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS. YES NO _, \,;. , '," ..,1 1. Old decedont make a transfer and: .' ,I.. '-, ~ .' ,; j ;._', "'..' . , l 'I'" I , a. retain the use or Income of the property transferred, ............"....................:...:.:~....;........'.;.: . x b. retain tho right to doslgnato who shall uso the proporty transforrod or Its Incomo, ............... x c. retain a reversionary Interest; or ................................................................................... x d. rocelvo the promlso for life of elthor payments, benefits or core' ....................................... 2. If death occurrod on or before December 12, 1982, did dqcedent within two years precodlng death transfer property without receiving adequate consideration' If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'..... .............. .... to... to..... ,........ II...................... ..... 0...... 01........... ...... x x x 3. Old decedent own an. 'In trust for'. bank account at his or her death"-...............'..................... x ~ - "'J' --;::<1.: . ~t1 19HE~SWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MLfST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~ ','~ . 0: ~ I' \ U . (j 1,.)) Ut;,) ~ <l>c.c: ex: . . ..r] : E .!!!:J UU .;', . , l"~;.'.' ,:,i) ,. .' I .' ''', .,',.. ..",' . ; . t.. I t' .: ~. j " ,:\ . .' ',I \1' ~ . OJ .: ' .,; " " '" :!:N ,. " ..~ '-l ; '. ' , , . . , ..:..- .$'1. 'j-- !c " t-~ , , " t; ~ 1 ~ ~ .~ c:l - , .. ~ ~ ~ .:-........>-"'.,.~._... . ., .. . IJ\ST WILL AND TESTlIMEID' . OF ~1I~ N. HOClI I, FRlINCE'S N. HOCH, of 15 Ridge L:ma, Graan Ridge Village, West Pennsboro Tcwlship, Newville, CUmborland County, Pennsylvania, make this will, revoking all my fo= wills and co::licils. ITEM I: I direct that all my just debts, funarnl expanses and administration expanses, including my grove marker, shnll be paid from the assets of my estate as soon as procticable after my decease. ITEM II: I bequeath the amounts or items heroin specified to each of the followirg-nnmcd beneficinries who survive me: a. To '!he Dickinson Presbyterian Church, Dickinson, Pennsylvania, $2,000.00; '. b. In equal shares, to Ronald G. 'Neidig and Deborah Jeanne N. Ege, or the survivor thereof, all of my household gcxxls. ITEM III: I devise and bequeath all of the residue of my estate, of every nature and wherever situate, in equal shares, to my nephews and nieces, namely, Iawrance Michael Neidig, Ida Kathl:yn N. Johnson, Paul Dennis Hoch, Ronald Lee Hoch, Michael cramer Hoch, Barbara 1\nn Shenk, Ronald Glenn Neidig, Deborah Jeanne N. Ege, Patsy 1\nn Trovato, stephen Ryle Glenn, David Clair Glenn and Marjorio row Gardner, or their issue, per sti.J:pes. ITEM IV: I appoint FARMERS TRUST cx:MPANY of carlisle, Pennsylvania, guardian of any property which passes, either under this will or othetWise, to a minor. Said guardian shall hold, manage, invest and reinvest any property receivad by the guardian, shall collect the income therefrom, and shall apply so much of the net income, and, if the net income is insufficient, so much of the principal of said property held for such beneficiary as the guardian shall doom necessary or advisable for such beneficiary's health, rraintenance, support and CCllTplete education. '1lle guardian shall accumulate any surplUS net income annually and add the same to the principal of the property held for such beneficiary. l'lhen such beneficiary attains the age of 21 years, nll property shall be distributad to such beneficiary, or to such beneficiary's estate in the event of death prior thereto. ITEM V: I direct that all taxes which lMY be assessed in consequence of my death, of whatever nature and by whatever jurisdiction il11posod, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM VI: I appoint row L. l<ELIER and SlIMUEL RYIE GLENN, or the survivor thereof, as Executors of this, my I.ast will. ITEM VII: I direct that neither of my Executors shall be requirad to give bond for the faithful pcrform:mce of their duties in any jurisdiction. "J".",'._,,'-' '" " , ,0 ,...'....N-, I have hereunto set my hard this :3 BE. day of , 1990. d J / IJ //)1:2A-fa4J J1. ~ (SEAL) FranceS N. Hech 'lbe preceding inst:.r\.Dnent, consistirg of this an:! one other typewritten page, identified by the signature of the Testatrix, FranceS N. Hoch, was, on the day an:l date thereof, signed, p.lblished an:! declared by Frances N. Hech, the Testatrix therein named, as an:! for her Iast Will, in the presence of us, who, at her request, in her presence an:! in the presence of each other, have subscr.ibed our naJ1'eS as witnesses thereto. ' _fZt&3tf-{JRWL ~~ m ptrt't/!?ZJF, , . , " '. , , . '.' ."..1f- ..,u~ , , cx::f.lM:lNWEAl OF PENNSYLVANIA ) : COONl"{ OF aJMBERlAND ) We, Frances N. Hech, Robert R. Black and etvr;.Jdl ~ )~YtfV , the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoirg inst.J:uIrent, bain;r first duly swom, do hereby declare to the un::1arsigned authority that the Testatrix signed and executed the instrument as her IDst will, and that she had signed willirgly (or willirgly directed another to sign for her), and that she executed it as her free and .. voluntary act for the purposes therein eXpressed, and that each of the witnesses, in tho presence and hearin;r of the Testatrix, signed the Will as witness, and that to the best of their knowledge the Testatrix was at the time eighteen years of age or older, of SOlI1'Id mird and un::1er no constraint or un::1ue influence. 7f~,( c..f-<J/)1. /Jr,d ~ Q. Frances N. Hoch eU /'-(3J.1N:Jt ;?~?~ck WltnesS SUbscribed, swom to and ackrlcMledged before Ire by Frances N. Hech, Testatrix, and subscribed and ~ to ~~ Robert R. Black and W~. W witn,esses, this? day of , 1990. ~ Notary Public NOTA!IIAI, SF.4l ' ' SHIRlEV IV. AHLERS, I/OTARV.PUBLIC CARlISlf. ~ORO.. CUMOEnLAl1D CaUl/TV: PA MV COMMISSION EY.PIRES JUlV 14,.1993 --- .' i i. ,,'t, '~C\ ..., W COMI.I.ONWfl.llll or 'fNNlflVl.t"1. DIPAUI.I.'NI 0' UV'NUI IHHUltAH(f 'AI{ OIYIIIOt.l 01"'''0601 ItI.UIUU'O,'1. IUU-0601 I Ploa.e Print or Type MUST BE COMPLETED BV REPRESENTATIVE or r1NANCIAllNSTITUlION WIlERE SME DEPOSIT BOX IS lOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FilE NUMBER SOCIAL SECURITV OR DEATH CERIIFICATE NUMBER ;;< / q I () d' c; / Cj L/ ' ~ ,J CJ J'" to ".:)- 5 llA~T. fiR". MIDDHI ATE OF DE !-IOC.H PQf.l>JCc'::' N 1>-'/'1'Qif ADDRESS OF DECEDENT 1"""1 I, \ ICIlYI IsrAlI1 I'" COD'I t:(/() BIG- ?f'r'''Gr ('h I"CLWv.\b. f'A 1/"2-41 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DF.POSIT BOX INAM'I SAFE DEPOSIT BOX INVENTORY .,y...."..U.ll. f}7TOt7.Io/t!y (~lAfn ADDIlU~1 Zb.~1- ~/c.J< ICIlYI IsrA"1 (tIPCODf' NAME, ADDRESS AND RelATIONSHIP (IF ANVI TO DECEDENT, OF PERSONlSI PRESENT AT THE BOX OPENING a. INAMf) (llflAlIONSH1P) 1<(-\'"/ Isr"" ADD'pIO b. IHAM', L. /Cd /r...r G~~ 4 ~ SA'M......., r2, G,( '2"" wo...a~ IfllYI ra~ .fu"... IRfLAlION~HtPI ISTREn ADDRESS) ICIIV) IsrA'" (tIPCODEI II').,,,,,, IsrA'" IZIP COD'I I'/tJ/1 IsrA1I1 IIIP COD'I (STREn ADDRUSI ~ l"""be> A.~ ICllV) .C."",,(,,\ L. PI\- (RELATIONSHIPI c. (NAMEI NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED IHAM'I f=AGtrn~('s "'~L.l.s r ISTRUTADDRESSI , I IN \4-- OJ '" 5'7"" I NAME OF PERSON MAKING LAS\ENTRV rrcv.- "-l \4" c. I-I DATE OF CONTRACT TO RENTBOX NUMBER OF BOX I - ::J. '" - /.{ r; ~7 'i C; NAME AND ADDRESS OF PERSONlSI HAVING ACCESS TO BOX D. INAME} ICITYI C""" I, oS ~ PI\- ...., U I 3 DATE AND TIME OF LAST ENTRV 1\.)-1'-\- C;~ TIllE UNDER WHICH BOX IS REGISTERED "-l 1-1.. G 1-1 {STAffl (lIP CODEI (CITYI (STATEI IIIP CODEI ICITYI I~TAffl IIIP CODEI b,INAMEI ISTRfU ADORUS) ISfRUT ADDRUSI NAME AND TITLE OF EMPLOYE TAKING THE INVENTORV WAS A WilL IN THE BOX? OVES ONO If V", a. Da'. ar wll" b. Nam. and add,... 01 p."ono! ,ep,."ntallv., If named 'n the will IHAMII (STRUT ADDRESS) ICilY! (STAffl IllPCODEI c. Nam. and addl." 01 alloln.y, If any IHAMII (STREET ADDIlUS) ICITY) ISTAffl (1IPCODfl 1#;.iA4....<.,...."-,,,.._, Paoo ___ 01 INSTRYCTIONS .. . n._____._~_____ -.-.- (11 Ca.h: Roparllalal only. (2) Stockll Li.t in delail ovary common or proforred corlificolo, warrant or olhor riOhh found in bOK. Slack. oro 10 bo dollonalod by nama of company. corllllcalo numbor, dolo of corllllcalo, namo In which .Iock I. rool'lorod, and numbor of .haro. and clan 01 .Iock, (31 Obllgallanl 01 U, 5, Gavornmonl. Numbor of 110m., dolo of Inuo, loco valuo, namo' In which rool,'orod and Iypo 01 awnorshlp, 1.0., Jalnlly hold, payoblo an doalh, ole. (4) Band.. OOlignalo by namo, amount, loriol numbor, or othor doslgnalion. (Booror Bondi) (5) Bank and Saving I and Loan POllbook.. 51010 namo of dopa.llor, numbor of book, 10.' dolo appoarlng In book, nama of bank and branch, and balanco. (6) Jowolry, Calnl, Slampl, Manulcrlpll, OICI ll., and doscribo a. lully a. poniblo. (7) Doodl, Morlgagol, Curronllnluranco Pallclol or athor ovldoncol ollndoblodnolll li.t and dOlerlbo a. fully a. po..lblo. (81 All alhor conlonll, ITEM ITEM DESCRIPTION NO. I U~' ,.0 , ) 9 ,"Vh> c.1L ClJ",~,C,..,c / .;:,^ ",r:{"; 11. n ~'" v f)!!> I 3 p,.,,, c.ls ~ t{ ~a.,l>UA ~? r1M^ ~ L..u~ ~c.......~ -b~" rv<~ \J '/' ~ ~ /" / // /" ./ ./ ,/...... /" /' /' . /' /' /' I I CERTIFV UNDER PENALTV OF PERJURV THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRECT AND COMPLETE TO THE BEST OF MV KNOWLEDGE AND BELIEF. ~{E -DEPOSIT BOX INVENTORV, /1 ,II.iNAIURt (7;:n hO j) fi':o: 1M % >>AA. - r'IlN. NA"'t l'fIlNl NAME AND cmCK ...r't,9"'U...lnfOX IlLI WI "'N,"", t1fC" "'PPAOPIUAlf BOX; []e..eculorllrill) DAdminlllralOrlltlll1 DEllal. Repre,entative 0 Joint o.....ner of laf. depolll bo. SAFE DEPOSIT BOX INVENTORY NOTE. Allach additional 8'12" x II" Ihoot (I) If nocollary or UIO dupllcatol of thll pogo of form. ,.\ -.l , ~, :!'~\). \l 0" ;'.1 .. 0 0 ~ ;"1 .... --l ~ \ I ;2 )- :r .1 i 11" I z ~ \ ~ o U " I 6 2 III .. z ~ " d 2! C z 8 ' 1: ! .. .. S a w .. ;! '" 0 ... " w " .. w :; Z <( .. ~ 0 I:! Iii 0 Ii: '" III C)o Z~ ge -Z ~I&l u> OZ l;j- <( z ;\ - ~~ ~ "'z q Zw '" ZG;_!:! iw..~" - .. - , ""u...."c ... oO~a.; d' ,"'z"cI ~wD.CI: ~~~;l 3:;<< !!! z~ u ow .. ~o ~ 8 i e a ~ .:3: J 0 ":':t , ~ .. ~ w 0 ...r J ;;; .) " ..... 0 ~~ '::I r;,l II " ":2 ,/ --- --........ ............. .] 3 - , / " hi ~ .. c ~ 'J 01 ;.. rfl ~ I)- ~ r-- \oJ) It) Q ~ '", ~ /VI .... v ..,. l' ~ ~ u- \T" .:l cr' "'" ~ -.9 Iv) ....:l k> \l'" U" V- - UQ ~ " . f\ ~..~ . , , w . \ , , , " ~ ' - ,.. , r. {"I , ...) () I Q '"' ~ 0" ~ J C S ('ol ,... ~ "" \ \ '- ..Il \'l ~ \):... ~ "" - ,.J - , I .0 ...... ,... ..... - -- \ ~ . vo D IV' - ~ , . , . :::. , ~ . , rJ r j" - (" - ~ r " ~ - - - - r- - ....... .. '\l w .. :IE - ~ \ll " , ..... ~ r" z llo ~ ~ I"- 00 .... )- ~ 0 -..!) 0 - ~ z - r(I (f' , I ...I U'" ~ ,... M ::r - )- r/\ <:) R ':l ;i \J rfJ 'lo r<' ~ ~ :r Ul oS" ff\ - r" '^ IJ\ ..Jl (;) ~ ['(\ \J' :I- .!Io '" 0 w ~ \1' h (' 0 0 l' ~ R 0 - \(I Q \i VI '2 .a - ...J oS - 0 Ii: f') 0 -0 - :r C- \' \() t;;:':, ~ Ii Cl (0 Cf J ~ 1J) 0 0 ~ It Co) 'OJ - 0 w - <1 - Z ::r u tx\ - '2. - .25 - o:.J 0 q ~ -1 q - f ~ J c) \l ~ ....... "*- .+- .t- IT' '" C ~ " I/l </) ( " &> - 0 w ~ I J 0 :IE ::s j " ~ ,~ ~ <( I~ ~ , ~ ~ r-- z I':: J .. a VI .) -.f""'" ,J r ~ .. (" ./ 0 ~ - :IE III ill - -;> ~ "'- 0 c: ~ VI II) ..., ~ -+- u -{ ~ ~ ~ J ~ "1 ~ f C t ... :l I,.- "- ....-- ol' J ~ ~ ....J" 1 ..... ~ l.o v c!:. -r ~ (/ .... "- Ii ~ 1. :1 , \r V) - ~ J () h... t:l Q: {l ~ ::::5 ::I J ~ ii J (" ... -..... w a ...0; . ......~ ~ " Iro- ~ III r-. ~ Q :3 .0 1 F. ,,/ ~ ti.J ~ ~ c-.) -.) CJ ~ ~ & u d z j' 0 !)Q Q r'" tlO . '/1 r: - '" ~ .0 0 ..!i Q :s- o 0'" It ~ - r r0 r\ ~ tIC - '.) ~ - IS ~! ffi ~ 0 ~ - ~ 8 , ":IE g 0 ~ - C\ - - <:l dO l.lO 0 <> \t) <> zili 0' g ~ 0 C' oJ\ ~ V\ c ~ 0 - - - - ~,....H'" "", .' ,RIY.UOllh 112.1l1 *' ' ' . 9- . . COMMOHwrAtnt O' PENNSYlVANIA INHIRIfANCI 'AR 'I'URN RESIDENt O[C[O NI SCHEDULE A REAL ESTATE ':" ESTATfoF FILifNUMoEIi Hoch, Frances N. 21-94-1086 IP,oporlV lolnllv,ownod with Righi 01 Survlvonhi;;;;;;'jbodl.dolOdo",;'Sci,";'dulo FlAil ,"01..1010 .hould bo ropo,lod 01 101, ;;'-;k;, volu; which II doll nod o.lho p,lce 01 which proporly would bo o.,hongod bolwoon a willing buvor and a willing 10110" nollho, bolng compollod to buy or 1111, both having roalonablo knowloc!u.. of Iho rolavant facll. ITEM NUMBER' DESCRIPTION VALUE AT DATE OF DEATH . 1. None. .' '-" 1:; 1L;: < ~;L:.._ . '~J:\:.'" . ~';' _ -' \', 1.:. " __,..,___,._____...__'_,.._ ._ __.... .___T9TA.!:.!Ah~ onlo, on IIno 1, RocoeIIUlollonl___ /II ,"ora suaco is noadod. ;n1orl addilional sllf!oh of samo si%o.' s n .00.....___ f' , i aI..Il.IIH 1~.161 ,. I ,f\@;~ COMMOHwrAl1l1 0' I'lHNSYlVAHIA IHllI~lI^HCI 'AX mU.H 'UIDtHI DrCIDINJ STATE OF SCHEDULE B STOCKS AND BONDS FILE m Hoch, Frances N. 21-94-1066 IAII prop.rl~ lolnllv.ownod wllh Rlohl of Survlvoflhlp mUll b. dllelolod on Sch.dul. F.I ITEM NUMBER DESCRlrllON 1. U.S. Savings Bond, $500, August, 1975, Series E #DI04700412E. 2. 3. 4. 5. 6. 7. 6. VALUE AT DATE OF DEMit 1,532.20 U.S. savings Bond, $500, January, 1960, Series BE #0450021BE. 790.20 cumberland Valley Cooperative Assn., one (1) share camon, one hundred seventeen (117) shares preferred at $10 per share. Agilay, Inc., one (1) camon' at $24.95 per share. Delaware Fund A Class, 3167.369 shares at $17.54 per share, acct. 5022277054. 1,160.00 24.95 55,906.45 , Atlantic Cooperative Breeders, Revolving Fund Certificate No. 2554 dtd. 1/1/72. 1.34 southeastern PA Artificial Breeding Cooperative, one (1) share camon at $5 per share. Formerly United Utilitiesnow sprint corporation, eighty (60) shares common at $27~4375 per share. 5.00 2,195.00 .On_._' _, .__._. ._~" .... _"__"_' TOT^_ll^~'n ".Ior 0011.. 2, R"copllulnl~'!I...._.. "' ...... ......__ :. ...._ol_J z...... ;.0.1.1;1;......' .......h,.t In"",. .h" I S. 61,6??~14. , --== SCHEDULE E CASU, DANI< IJF.POSITS AND MISCElLANEOUS PEIlSONAL PIlOI'ERTY Planlo P,II1I~~ .~='"_.~~-== ---'-=mln-lOMliiln= - lIoch, Frances N. 21-94-1086 i^lI r;;j,"ly.i~j;;ily.~glhil;;-iii;i,~,i;;"IT.ii.-;,~';;ib;-,i!;;l~;~;i ~',;-i.-I,..I~i;il---- ---~=-=-= IfY.UOIU.111J1 ,&;~~ COMMOtIW\'\lll or rnlll\Y\""'u,\ till"''' ^ 'CII^X ..flU. , 1t1'lb~~ esi^iE Of ITEM NUMOEn UEscnlPIION .= --- .---.--.------ ------~, ----.--- VAlUE M MIE or UEA111 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. Miscellanous cash. Social Security Adm, Novcmbor. Sprint, United of PA, refund. Agway, Inc., uncashed dividend checks. Dauphin Deposit Bank & Trust Co., CerUf.icate of Deposit Account No. 8100136181. See Attached Letter. principal Interest Harris Savings Bank, Certificate of Deposit Account No. 17-30-168188. See Attached Letter. principal Interest Harris savings Bank, Cortificate of Deposit Account No. 17-58-215336. See Attached Letter. principal Interest Harris Savings Bank, Certificate of Deposit Account No. 17-58-254941. See Attached Letter. principal Interest Farroors Trust Co., Checking account, account no. 4-64244. See Attached Letter. principal Interest Fanrers Trust Co., savings account, account no. '1-201060. See Attached Letter. principal Interest Fanrers Trust Co., Certificate of Deposit, Account No. 100989. See Attached Letter. principal Interest Fanrers Trust Co., Certificate of Deposit, Account No. 106393. See Attached Letter. prinicpal Interest Meridian Bank, checking account, account no. 29363404. See Attached Letter. principal Interest Meridian Bank, Certificate of Deposit, account no. 4001609876. See Attached Letter. Principal Interest Amalgamated Life Insurance Co., claim no. OC-78708. proceeds of non-taxable life insurance policy, See Attached Letter. TOTAllAllO onlor 011 11110 5, nocol'lIu101l011) (Alloell oddillollul O~'rH K II" Iholllt II mo,e .pace II n..dod.1 <..._~""'-'..,,~ --r---- ,.---..... ,...,--",.. 87.00 622.00 1.28 12.00 100,000.00 314.38 35,147.12 375.43 133,289.40 1,367.55 12,624.18 129.52 57,397.48 26.42 4,023.11 5.86 70,547.20 0.00 103,153.60 0.00 176.08 .11 99,000.00 105.94 0.00 S 618,405.66 ..-..- d) Dauphin Deposit Bank and Trust Company MAIN OFFleQ: 213 MAnKET STnEET, HAnmsnuno, PENNSYLVANIA 17101 711.255.2121 Decedent Confirmation Name: Frances N. Hoch Social Security No.: 194-28-9562 Date of Death (DOD): 12/19/94 Account No. 8100136181 Type Date Opened or Issued ------------------------ ------------------------ ------------------------ Certificate of Deposit ------------------------ ------------------------ ------------------------ 10/22/93 Date Closed or Matured ------------------------ ------------------------ ------------------------ 01/22/96 (Maturity) ------------------------ ------------------------ ------------------------ Date of Death Balance $100,000.00 PLUS ------------------------ ------------------------ ------------------------ Date of Death Accrued Int. $314.38 ------------------------ ------------------------ ------------------------ .~ :1 I Joint CMners (if any) None ------------------------ ------------------------ ------------------------ , Date of Joint CMnership 1 ------------------------ ------------------------ ------------------------ , ------------- ------------------------ ------------------------ ------------------------ i Special Comments: N/P. Additional information Rvailable at $20,00 per hour, One hour minimum, Date Prepared: January 18, 1995 Prepared by: Cheryl A. Bowers Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 . . Form 00-020-216 (REV 7/93) Page 1 of 1 IDHARRISU o SAVINGS BANK , ." Hnrris 5nl'Inus Ojlerntlons Cenler 635 North 2th Street Lemoyne.. I'ennsylvnnln 170-13 7171731.1440 717/731,0859 Fnx January 9, 1995 Landis, Black & Schropp 36 South Hanover Street Carlisle, PA 17013 The infor~lation Hoch Estate which :Iou (Zodnl requeoted on the S,nt:urity Humbor Rccount(o) o! 194-28-9562 Frances N. ) i:l nil !ollov/Il. Account lIumber(n) 17-30-168188 17-58-215336 17-58-254941 18 Mths. Cert. 18 Mths. Cert. 18 Mths. ,Cert. - 4-4"'-90 ' '1"0-"7-'91 10-7-94 $35,147.12 $133,289.40 $12,624.18 375.43 1,367.55 129.52 35,522.55 134,656.95 12,753.70 Individual Individual Individual C1asn:o! Account Date Opene!! Principal Dalnnee Accrued !ntereot Da1ance at Date of Death Account Ownero.hip Home of Joint Owner, if any Dnte Ownorshi" W"s Estnb1inh~d 4-4-90 10-7-91 10-5-92 Additional Infor- r.mUon Reqllnoted Please have the Executor of these accounts sign the enclosed W-9 form and raturn it to me in the provided envelope. Thank you. Sincerely, d~~c2~ Gretchen L. Cale Customer Service Technician FARMERS mr5i TRUST _ January 10, 1995 Landis Biack & Schorpp 36 South Hanover St Cariisle, PA 17013 ReI Estate of Prnnces N Hoch SSN 19~-28-9562 , r I , I! I! Dnte of Death: December 19, 199~ Dear Mr. Biack: In answer to your request concerning accounts owned, either separnteiy or Jointly, by the above referenced decedent and the baiance In each account as of tho date of death, we hllve checked our records and nre submitting the following Information in duplicate. We suggest that you flie one of theso letters attached to the Pennsyivanla Inventory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if nny, Is listed as a separate figure. Checking account 1I~-6~2~~ wns originally opened 10/1/68. The account was titled In Frances N Hoch's name alone. The balance as of 12/19/9~ was $57,397.~8 plus $26.~2 accrued Interest for a total of $57,~23.90. The account was a NOIV Account earning 2.iO% Interest nt the time of death. Savings account I/I-20i060 was orlginaiiy opened 3/23/68. The account was titled In Prances N Hoch's name alono, The balance as of i2/i9/9~ was $~,023.II plus $5.86 accrued interest for a total of $~,028.97, The account was earning 2.80% Interest at the time of death. We do have a safe deposit box at our Main Office U2799 In Frances N Hoch's name alone. Sincerely, AOJJ/- Y'Vrl!SP'--t Karen Tomassone Supervisor Customer Service Ono West High 5lreoll',O. Box 220 Cnrllsle,l'enns)'l\'nnln 17013 (717) 243,3212 FARMERS TRUS1"' One ~st High Street r.o. Box 220 Carlisle, Pennsylvania 1701.' llll~ This is n correction to the letter dnted 2/14/95. Dale February 16, 1995 Landis Black & Schorpp 36 S. Hanover St. Carlisle, PA 17013 ReI Estale or, Dale o( Death Mr. Black Frances N. Hoch 194-28-9562 12/19/94 Daar In aruwer 10 your requesl concerning eccounU owned, either ..parelely or Jointly, by Ihe above relerenced decedent and the belanc. In .ech accounl ~ or the dele or death, we have ch.ck.d our records and are submitting the following In(omullon In dupllcale, We suggesl thai you tUe one o( these l.tl.rs allachad 10 the Penruylvanll Invan. lory (orms (RCC) 10 eubstantlate the balance you report. Note that we hev. ehown Ih. correct regIJtrellon for each account. AlIo, Int.rnt accrued 10 the date o( death, Ir any. b Ibl.d IS a ..parate figure, ~tru~ Doris Goodhart CD/IRA dept. Certificate $70,531.70. $70,547.20. for 1994 to 100989 WaS opened 8/17/92 for Tho value os of 12/19/94 was The reportable 1099 interest 000 was $2,182.23. Certificate 106393 waS opened 7/24/94 for $102,801.54. The 000 value was $103,153.60. The reportable 1099 interest for 1994 'to 000 was $2,084.18. Both of these certificates are registered to Frances N. Hoch, alone . Meridian PO, Do. 1102 Roodlng. PA 19603 . Meridian January 20, 1995 TO: Robert R. Black Attorney at Law ADDRESS: 36 South Hanover Street Carlisle, PA 17013 RE: Estate of: Frances N. Hoch Date o;f Death: Accounts and Balances on Record as of Date Qf De_th: December 19, 1994 ACCOUNT {/ ACCOUNT TITLE DATE OPENED' DATE CLOSED PRINCIPAL ACCR. .lliL.... CK 29363404 Frances N, Hoch 10/12/90 10/12/9l 176.08 .11 105.94 CD 4001609876 Frances N. Hoch 99,000.00 , ~. j (,-, . 1.;< :' MERIDIAN BANK I DM/elg/184 _{:jl1H~.. (hQD..R~ Debbie Mengel (610) 655-3352 CK - Checking SV - Savings CD - Certificate of Deposit XC - Holiday Club VC - Vacation Club CL - Commercial Loan IL - Installment Loan DB - Discount Brokerage PL - Plus Loan PH - Student Loan SD - Safe Deposit TR - Trust WL - Will LT - Living Trust MO - Open Line of Credit MG - Mortgage LA - Auto Leasing i , i . __......_r. . - - - - - AmalgC!f!!/[!~~'! !m!(If! 730 BROADWAY. NEW YORK. NEW YORK 10003.95 I I . 212.539.5BOO . FAX 212,7BO.4103 January 12,1995 Landis Black & Schor~p,Attya. 36 'South Hanove~ St.' Carliale,Pa 17013 ~ t~~ ~~ .1:;, it ~~ ...' ...'~ f~ ~ Dear Sir/Madam: We are sorry to hear of the death of the above captioned participant. Our records Indicate: The designated beneficiary of record Is Edgar Hoch,huaband XX@X and we have been Informed that he/She predeceased the partIcipant. o The partIcIpant dId not desIgnate a beneficiary The life Insurance proceeds are payable. per Plan provisIon. to the .ffrst surviving class of preferential beneficIarIes as follows: A. Spouse B. SurvIving children C. Surviving parents D. Surviving brothers and sisters E, ' Administrator or Executor of the Estate Ae' Francis Hoch Claim Number:DC-7B70B S.S.#: 194-2B-9562 .. 1'""'1 A Survivors Affidavit must be completed and signed before a Notary XXu];xx Public listing the names. ages and addresses of all survivors, -...-......." \- --...""..".......... 1-, Ji o xx@x o Certlfi8d copy of the death certificate Certlfi8d copy of the beneficiary's death certIficate (Ed~qr husband) . ClaImant's for'ms completed by each survivor xxJx:'lx Letters of Administration, If there are no survivors and an ~ Estate has been probated Very truly yours, '~~~~ "ncy LfF;~ncesca Assistant Vice PresIdent Retirement/Group Life rh' NLF /bw Form V.B. .~....... '. 'lI<tlJllll"17.UI T TE OF ITEM NUMBER A. B. 4. C. 1. . 2. 3. 4. 5. 6, 7. 6. . J Plaa.a Print or Typo F E'NUMBER 21-94-1086 SCHEDULE H FUN~RAL EXPENSES, ADMINISTRATlV~ COSTS AND MISCELLANEOUS EXPENSES COMMONWfAlTH Of rrNN....lYANIA INHunANCt ,All RUUIN IUSIOIN' OfCfDtNI Hoch, Frances N. DESCRIPTION AMOUNT 1. 2. Funaral Expan.a.. Hoffman-Roth Funeral Home, Invoice ,","':':: Dickinson Presbyterian Church, funeral and luncheon. 5,650.00 $5,550.00 100.00 1. Admlnl.tratlve Cast.. Ray 1;. KeUer, SSN 314-05-8570 Samuel Rvle Glenn SSN 183-12-3044 Parlonol Rapr..entollye 1..0mmlSSlonl ' _ Social Security Numbor of POrlonol RoprolonlOIlYo' Yoar Commission I paid 1995-96 11,700.50 11,700.50 2. Allornoy Foal Landis, Black & Schorpp Family Examptlon Claimant None Address of Clalmonl at dacadant'l doath Slrool Addross City 51010 Zip Codo 23,401. 00 3. Rolallon.hlp N/A Probata FOOl Landis, Black & Schorpp, Advanced to date. 433.84 MI.collanoou. Exponlo" United of PA, telephone invoice. 23.22 UMB, Bank N.A., bond premium for lost stock certificate. 23.60 Presbyterian Homes, Inc., final invoice. Reserve~ for filing, closing and releases. 401. 22 750.00 TOTAL (AlIa anlor on IIna 9, Racapltulollon) S 54,083.88 (If mora .paco Is naodad, Insart additional .haats of .ama .Izo.) ~~'-'> ~.". 'iL ~f~ ~\.i ;;J' 'ill i,~' ~;. , If: ~. ~ , , " ,tiJ ' .i9: fi f~t .'.,.....;- Il~UIJ 'It V.III 9.'J~l'~ '!i~ttVbA' (OMMONWIA\II1 or PlH,nYlVANIA INMCIltANCllAllllUIH IUIGIHIDIClDIH' 'SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLITIES AND LIENS ESTATE OF Hoch, Frances N. ITEM NUMBER DESCRIPTION 1. Presbyterian Hemes, Inc., nursing heme ,care. United of PA, telephone invoice. Orthopedic surqery of Carlisle, invoice. 2.' 3. . ' Ploa.o P,lnl or T . FILE NUMOER 21-95-1086 AMOUNT 1,190.25 21.41 13.95 " TOTAL IA"o onler on IIno 10, RocopHulollon) (II mo,o 'poco i. noor/or/, in.o" or/r/iliono' .hool, 01 .omo rlu.J $ 1,225.61 .'-'" '" - ESTATE OF Hoch, - - L rilE Niu..ifiER 21 - 94 - 1086 -. tl'l.ISUlrtIU', " ~~ff~~ COI,U10llW'Alfll nr rhUl\UvAUtA ,,,IlUIIAlltf '"_'flU''' ""OIU'bIUP'''' - - SCI-IEl>ULE J IlENEFICIAnlES Frances N. ITEM NUMDER NAME At1D ADDRESS OF DENHlC1ARY RElATlOtlSllIr AMOUNT OR SIIARE OF ESTATE A. Tn.llolJlo Doque""1 , 1. See Attached List. ITEM NUMDER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SIIARE OF ESTATE B. Cllorilablo and Goyotnmonlol Ooquollll 1. Dickinson Presbyterian Church Ten Church Lane Carlisle, PA 17013 2,000.00 ". TOTAL CIIARITADLE AND GOVERNMENTAL DEQUESTS (AlIa onlo, on IIn. 13, Rocorllulollon) (II mOlo 'roco II noodod, In.o.1 addlUonol ,hools 0' .amo .Inl . 5 2,000.00 SCHEDULE J BENEFICIARIES ESTATE OF Hoch, Frances N. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. NAME AND ADDRESS OF BENEFICIARY Deborah Jeanne N. Ege 74 Kutz Road Carlisle, PA 17013 SSN 182-44-4879 Marjorie Lois Gardner Seven Control Court Baltimore, MD 21220 SSN 215-68-1511 David Clair Glenn Four Teresa Marie Court Millers, MD 21107 SSN 218-58-6918 Stephen Ryle Glenn P.O. Box 4971, RD 4 Glen Rock, PA 17327 SSN 219-58-~405 Michael Cramer Hoch 10728 50th Street Mira Loma, CA 91752 SSN 188-32-2972 Paul Dennis Hoch 2428 Walnut Bottom Road Carlisle, PA 17013 SSN 192-30-4758 Ronald Lee Hoch 2182 Mallory Street San Bernadino, CA 92502 SSN 188-32-2742 Ida Kathryn N. Johnson a/k/a Kathryn Ida Neidig-Hoenig 3511 La Mesa Drive Hayward, CA 94542 SSN 190-42-9150 Lawrence Michael Neidig (deceased) Mary Kathleen Neidig 226 East King Street Shippensburg, PA 17257 SSN 172-52-6465 FILE NUMBER 21 - 94 - 1086 RELATIONSHIP Niece Niece Nephew Nephew Nephew Nephew Nephew Niece Niece AMOUNT OR SHARE OF ESTATE One-twelfth of Residue One-twelfth of Residue One-twelfth of Residue One-twelfth of Residue One-twelfth of Residue One-twelfth of Residue One-twelfth of Residue One-twelfth of Residue One-twelfth of Residue , . Ronald Glenn Neidig Nephew One-twelfth of 40 Kutz Road Residue carlisle, PA 17013 SSN 182-44-4886 11. Barbara Ann Shenk Niece one-twelfth of 320 McAlister Road Residue Carlisle, PA 17013 SSN 160-36-3576 12. Patsy Ann Trovato Niece one-twelfth of P.O. BoX. 160 Residue st. Michaels, MD 21663 SSN 212-50-5907 ,,--1 I I !' , I'. I'; ~, r .. ",.., -- " { ....> ~.-~ " .. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND )- ss: Rav L. Keller and Samuel l">Ilo Glenn bolng duly swom occordlng 10 low, dopolol ond IOYI thot ~ thev are tho Executors of tho Ellolo of Francos N. Hech. 1010 of _We!?!;...!'.Qnnl1P.9.!;"Q_~I,l.h1rL- ____ , Cumborlond County, Po., docoo..d ond thot tho within" on Invonlory modo by them ., tho IOld Executors or Iho onllro 011010 or IOld docodonl, conl""ng or oil tho pOrlonol profl.rly ond rool olloto, oxcopt rool oltolo ouhldo Iho Commonwoolth or Ponnlylv..nlo, ond thot Iho IIguro. 01'1'01110 ooch 110m of tho Invonlory ropro.onlll'. folr voluo AI of tho doto or docodonl'. do..th, Swom ond lublcrlbod boforo mo, I t: /r~' rJ!bu 19 95 ,a Ra~~;f' E....:.r. ~l Ryle Gl , Execu 36 south Hanover St., Carlisle, Addu.. PA 17013 SUS^N K GUVlR, No ary Pu Carlisle, CumllerlaM Counly MV Commission Expires SePt. 4. 1995 Ooto of Oooth 1!) Day nr.s."'~"1ber M.nth 199A Vu, INSTRUCTIONS I. An Invonlory mu.t bo Wod within throo monlh. oftor oppolntmonl of pOrlonol ropro..ntotlvo. 2. A .upplomonllnvonlory mull bo Wod wllhln thlrly doy. of dhcovory of oddltlonol ouoh. 3. Addlllo..1 .hooh moy bo ..ltochod 01 to pOrlonolty or roolly 4. Soo Artlclo IV, Flduclorlo. Act or 1949. ~ .,; W II ~ M \0 ~ ... .. w ~ .. ~~ co a.. u f"- II 0 0 .. .... ~ w ::l c .... .. I '" . .. .... II i!: a.. . U1 a.. P1 E .. .... u. Z .. 0 en Z .... ;1i 0 a.. f"- 0 I U. ~ ':1: .... W 0 ~ '" :i- co 1>:< N > c f"- j Z o C :0 \0 VI Z U 0 f6 <( .... Z a.. ." c - .. -.: 0 .. .<I ." ... .. E - II 0 .. :0 it 0 .... () II> 1- 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20 Invonlory of lho roal and porsonal oslalo of Prances N. Hoch decoasod ,- . .~ Ii' " I . . ; . , , 87.00 622.00 100,314.38 35,522.55 134,656.95 12,753.70 57,423.90 4,028.97 103,153.60 70,547 20 176 19 99,105.94 500.00 500.00 1,180 00 2,195 00 55,906 45 1 34 5 00 25 00 678 705 17 , j ~ ~ . Estate 21-94-1086 Miscellaneous cash. Social Security benefit - November. Dauphin Deposit Bank & Trust ,Co. - certificate of deposit #8100136181 Harris Savings Bank - certificate of deposit #17-30-168188 Harris Savings Bank - certificate of deposit #17-58-215336 ' Harris Savings Bank - certificate of deposit #17-58-254941 Fanners Trust Co. - checking account #4-64244 Fanners Trust Co. - savings account #1-201060 , Pa:ooors Trust Co. - certificate of deposit #106393 Fanners Trust Co. - certificate of deposit #100989 Meridian Bank - checking account #29363404 Meridian Bank.- certificate of deposit #4001609876 U.S. Savings Bond - Series E - D104700412E - face 500.00 U.S. Savings Bond - Series EE - D450021EE - face 500.00, Cumberland Valley Coop. Assn. - 118 shares @ 10.00 I Spr.int Corporation - 80 shares comron stock @ 27.4375 Delaware Group - Delaware Fund Class A - 3,187.369 shares @,17.54 Atlantic Breeders Coop - Revolving Fund Certificate - face value Southeastern PA Artificial Breeding Coop - 1 share camon stock face value Agway, Inc. - one share canron stock TOTAL .. , - o!!J "J ~~~ r<:: 'I ,.,.... '1',1':':'" (I..... iil .~J C ,'jj '- .h CO) :d<1l 0::0:: ""'" <;'! N a.. .'f ~ ~ t,g: ::10.; ,... (~, : <> ." ".) ~ -. ." i:J -:: ~j \,' ;~, l:.; .:, .0 " E Q)::J UU i .-.'-' -........~ .... ._.~ , , ~-c.",,"---____~--'-- -,---- ---- - --- - -- -_.:......!--- - - - - - - - -- - ------ I ~~lJiEiJ";J;:~g ?<~Xi~;t({,~,TtE'~::'l:-;:,_~-f?':_a;':'~~} ,:;):5):;:;' ~ ,,:::'-": :',;' 'j-:',,~ -.0::':- .,',,-'i':' . . -. , ..- 1111~~2~?;~i~~=l!=:~::::A;.,.,,;.. . if. I ACN RECEIVED FROM, & A~~~~~6~T m AMOUNT NUMBER I, ~;i': -.11 ~> Bl.ACK ROBERT R 36 S HANOVER STREET 101 .so,ooo.oo CARl.JSl.E PA 17013 ~ 'C'lCO HU' tOlD HfI' . UTATE INfORMATION, !t f N MBER U Ell-l'i'i4-10S6 Il'I NAME Of DECEDENT (LASTI I;iI HOCH FRANCES N II DATE Of PAVMENT m POSTMARK I COUNTY SSN l'i4-eS-'i:l6e IfIRST) (Mil CUMBERl.AND DATE Of DEATH m TOTAL AMOUNT PAID .9:1,000.00 DO REMARKS RAY L. KIEl.l.ER, ETAl. REGISTER OF WILLS RECEIVED BY ll(n,nJ-C ~ ' 'LJ'j<( ) 'OHA'U'~ \ MARV C. LEWIS I!.-..~B.,)y-obj REGISTER OF WILLS \ SEAL CHECK" 'i .."...".,-,-""',.",,-,.,-,:,=-===,=='-,-'== =,"::",=,,,,"==--= -- - - ---- --------- - -- .....-,.....- --~-;-- : - . .i" . , y "I'.-'-'~' --- , f-' , " ~. ,.., " ,) I ,., , , \. '" ~. -, t ... .f v~. " __~J' 1:0. _w~ fT f. "f ..... ...-..... \. ....~r,~ 15-~ -II ~ R!V-1547 !X AFP 1IZ-94*, COHMONWEALTH OF ptNHSYLVAHIA D(PARTHfNT OF REvtNUE: IUREAU OF INDIVIDUAL 'AMES O[PT. lIUOl tWtAISlURG, Pi l1U.~0601 NOTICE OF INHERITANCE TAM APPRAISEHENT. ALLOWANCE OR OISAlLOWANCE OF OEOUCTIONS AND ASSESSHENT DF TAM ACN 101 OAT! 07-10-95 T FIL! NO. DAT! OF D!ATH 12-19-94 COUNTY CUMDERLAND NOTE. TO INSURE PROPER CREOIT TD YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM PAVHEHT TO THE REDISTER OF WILLS. HAKE CIIECK PAVABLE TO "REDISTER OF WILLS. ADENT" REMIT PAYMENT TOI ROBERT R BLACK 36 S HANOVER ST CARLISLE PA 17013-0229 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A.aunt H..tliad CUT ALONG THIS LIN! ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiE'v:i!i4-j-Exniij:ji-nZ:94Y-iloricEuciF--itiHEiiifANci-rAx-iipiiiiiiisEHE"il'r-;-,m.-ciiiANci-iili---mmnm-n DISALLOWANC! OF DEDUCTIONS AND ASSESSMENT OF TAX !STAT! OF HOCH FRANCES N FILE NO. 21 94-10B6 ACN 101 DAT! 07-10-95 TAM RETURN WAS. C X I ACCEPTED AS FILED C ) CHANDED RESERVATION CONC!RNING FUTUR! INT!R!ST - SEE R!VERSE APPRAIS!D VALU! OF RETURN BASED ONI ORIGINAL RETURN 1. R..l Eotat. CSch.clul. A) 111 2. stock. and BondI (Schedule IJ (2) S. Cla..l~ Held stock/Partnarahlp tnt.r..t (Schedul. C) 15) 4. "artaaa../Not.. Receivable .Schedul. OJ 14) S. C..h/Bank Depoaita'Hila. Parlonal Proparty 'Schedull E) IS) 6. Jointly Owned Property (Schedul. ,J (6) 7. Tranlfera (Schedul. OJ (7) a. Total A...t. .00 61.635.14 .00 .00 618,405.66 ,00 .00 Cal 680.040.80 APPROVED DEDUCTIONS AND !XEMPTIONSI t 54.083,88 9. Funaral Expan.../Ad.. COI .'"110. Expan... (Schedul. H) (,) 10, D.bIo/Hort.... LlablllU../U.n. ISch.clul. II 1101 1.225.61 11. Tot.l D.duction. Ill) 12. H.t V.lu. of T.M R.tu...n (12) 1St Ch....it.bl./Gov.rn..nt.l aequ..t. (Schedul. J) lIS) lit. H.t V.lu. of Eat.t. Subjeot to TaM 111t) NOT!l If an assaaamant waa issuad pravioualY, linas 14, 15 and/or 16, 17 and 18 will raflact figuras that includa tha total of ~ raturns assalaad to data. ASS!SSMENT OF TAXI 15. A.ount of Line lit .t Spou..l r.t. (15) .00 )C. 03. 16. Aaount of Lln. 14 ta.abl. .t Lln.a1/CI... A r.t. 1161 .00 K' 06. 17. bount of Un. 14 t..abl..t CoU.tar.I/Cl... B r.t. C171 622.731.31 M .15. le. Prinoip.l T.M Du. (18) ~~,309 49 624.731.31 2.000.00 622.731. 31 .00 .00 93,409.70 93.409.70 TAX CREDITS I PAVHENT DATE 03-06-95 RECEIPT HUIIBER AA022903 DISCOUNT C+) INTEREST C-) 4.473,68 MOUNT PAID 85,000.00 PAYMENT MUST BE MADE BV 09-20-95M. TOTAL TAX CR!DIT BALANCE OF TAX DUE INTEREST TOTAL DU! 89,473.68 3,936.02 .00 3,936,02 . IF PAID AFTER OATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN fl. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAV BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) "...~.; '. ~",~",_,,_,.."<"''''i'' '~-"\ '" ~ t~~ l~ n C) t'~ '" ~ ~ ., '..J , 1 o l~) iP i:: GlCC p' -'8 0: (3 RESERVATION I E.tat.. of d.cedenta dVlng on or before D.ca.ber 1', I'll ~. If any future Int.r..t In the ..t.t. .a tran.farred In po.....lon or .nJaY'ant to CI... . (coll.t.r.l) banaflelarl.a of the dacadent aftar the I.plratlan of any ..t.ta for Ilfa or for vaar., th. Co-.onwealth herebv I.pr...lv r..arv.. the right to appr.I.. and ...... tran.f.r InharltlnC' T.x.. at the lewful Cia.. . (coll.t.ral) r.t. on any .uch future Int.re.t. _OF NOTlCEr To fulfill the requlnMnta 0' SlOtlon IUD of the InhlrltlMCl and E.t.te hlC Act, Act II of 1991. 7Z P.I. l.ctlon 2UD. PAYMENT I D.t.ch thl top portion of thh Notice and .ua.1t ..lth you,. p.pent to the A."Slt.r of WIU. printed on thl nnn. .Id.. ~~".... chick a,. Mn'V orde,. p.vabl. tal REOrSTER OF HILLS, ADENT AU pepent. r.celved .".U flnt be appll.d to any Int.rllt Which ..v be due with any n..lnd.,. appllad to thl tllC. REfUND eCA)1 A rlf~ of I t.1C crldlt, which .... not raqua.t.d on thl T.IC R.turn, ..v bl raqua.t.d bV caaplltlna an "Appllc.tlon fa" A,fund of Penn,vlvanll InhlrltlnC' and E.tlt. T.x" IAEY~151S). Appllcltlon. .r. av.llable .t thl offiCI of the Rlal.t.,. of Will., env of the IS A.venue DI.trlct OffiCI., a,. bv c.lllna thl ,plclel 14.hou,. an....,.lng ..rvlcl ~r. fa,. for.. ord.rlnal In penn.vlvanll l-IOD.S61-10S0, out.ld. Penn.ylvanl. and within loc.1 H*rrl.bura .rl. (717) 717.1094, TOOl (717) 772-1151 (Ha.rlng lap.lred Onlv). OBJECTIONS, AnV p.rty In Intlrllt not ..tSlflld ..lth thl appr.h....,t, .UOWencl or dl..UDWancl of d.ductlon., 0,. ......Mnt of taM (Includlna dl.count or Int.r..t) .. .hewn on thl. Hotlcl au.t obJ.ct within .I.tv (60) day. of r.c.lpt of thSl Notice bYI ..written prot... to the PA alp.rt'ant of A.venue, lo.rd of Apptll", D.pt. ZlUll, Harrhburg, PA 17UI-Ull, OR ...llatlon to h.v. thl 'aU.r d.t.r.lned .t audit of thl account of thl p.r.on.1 r.pn.ent.Uv., OR -.app,.l to the OrphM" Court. ADMIN IITAAlIVE CCMmECTIOHII INTEREST I F.ctuIl .rror. dl.cov.r.d on thl. .......-ot .hould b. addr...1d In writing tal Pi Dap.rtaant 0' R.v.nua, lur..... of Individual taMil, ATTHI po.t ........"'t R.vl... Unit, Dept. ZlU01, tt.rrhburg. P" 17UI~0601 Phone (717J 717"6501. S.. pag. S of thl bookl.t "In.tructlon. fo~ InherltlnC' taM A.turn for. A..ld",t DecadantW IREY.ISOI) fo~ an ..plan.tlon of .~Inl.tr.tlvllv co~~.otabl. .rror.. If any talC due 11 p.ld ..lthln thra. CS) c.land.~ IIOnth. .tt.,. the d.cldent'. d..th, . flv. p.rcent C5~) dhcount of thl t.ac p.ld h .lIowed. Int'~lIt I. charaed b.glmlng ..lth flr.t d.y of d.lInquencv, or nine (9J aanth. and ana ClJ d.V frOll thl data of ~th, to thl dlta af p...-nt. 'ax.. which bae... d.llnquent baforl Januarv 1, 19aZ b.ar Int.r..t at the rat. of .he (6~) p.rc....t plr .",... calculatad .t . dilly r.t. of .000164. All tau. which b.c... dallnquent on and aft.r Janu.ry 1, 19aZ will ba.r Int.r..t .t I rat. which ..Ill vary froe c.land.r y.ar to c.land.r w.ar with that rat. announcad by thl PA Dep.~taant of A.venue. The appllcabl. Intar..t rat.. for 19., through 1995 ar" DISCOUNT I ~ Int.rut A.t. DillY Inhrllt F.otor ~ Int.r.1t A.t. D.IIY Inter." Faator 19n ZDX .OaD541 1917 'X .000147 1915 I6X .ODOUI 19...1991 lIX .DOOSOI 1914 IlX .00OSGl 1991 'X .OOn47 1915 UX .00OS56 1995-1994 7X .000192 19.' 10~ .00U74 1995 'X .DOU47 --Int.rllt SI cllcul.tad .. fallowlt INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYB DELIHQUEHT X DAILY INTEREST FACTOR --Anv Hotlc. I..uad .ft.,. thl taac bacHl. dal1nquant ..Ill raflaot an Intera.t c.IC1.lI.uon to flftl'" CIS) day. b.wond thl data of thl .........,t. If paytlWtt h ... aftar thl Intarllt co.put.tlon data .hown on the Nollca, addltlon.l Int.rut ",.t be calcul.ted. REV-1607 EX AFP (12-94* CDHHOHW(ALTH OF PlHHlYLVAHIA DEPAATttEHT Of' REVENUE BUREAU OF INDIVIDUAL TAkEI DfPT. ZIaUI HARRISIURG, Pi 171'1-0'01 15-~~1/ t- ACN 101 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 09-05-95 o HOCH FRANCES N FILE NO. 21 94-1086 DATE OF DEATH 12-19-94 COUNTY CUMBERLAND NOTE, TO INSURE PRO~ER CREOIT TO YOUR ACCOUNT, SUBNIT THE U~PER PORTIOH OF THIS FORN WITH YOUR TAM PAYNEHT TO THE ADDRESS SHOlIN. NAIlE CHECM PAYABLE AHD RENIT PAVNENT TO' , ROBERT R BLACK 36 S HANOVER ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 Aoount R.ol U.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... Ri-Y:i6ii'riif-AFP--m-:94Y------iiiiii-iNifiiiiTAili:ir-fAx-sriifiHiiif-iiF-A'ifciiiiiif--.-iii--------------------- ESTATE OF HOCH FRANCES N FILE NO.21 94-1086 ACN 101 THIS STATENENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS DF THE STATED ACN IH THE HAMED ESTATE. SHOlIN BELOW IS A SUHKARV OF THE PRIHCIPAL TAM DUE, APPLICATIDH DF ALL PAVHEHTS, THE CURRENT BALANCE. AND. IF A~PlICABLE. A PROJECTED INTEREST FIOURE. DATE 09-05-95 DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 07-03-95 PRINCIPAL TAX DUEl. 93.409.70 PAYMENTS (TAX CREOITS), PAYMENT DATE 03-06-95 08-08-95 RECEIPT NUMBER AA022903 AA048089 DISCOUNT (+) INTEREST (-) 4,473.68 .00 AMOUNT PAID 85,000.00 3,936.02 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 93,409.70 .00 .00 · IF PAID AFTER THIS DATE, stE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN '1, NO ~AVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDR" FDR INSTRUCTIONS. I .00 ._"__H_..____~_..~ ,~""',,._' ~u_' n?,".,."..."..,.._,~",...~..",",_ ._.~ _ ,."","_.~ ~_. .__. __, '" _ '~"-' "C<_"4_'~ ,_ .~"....''''_'''''''_''N..'_'_ " < I" l , ,... ,..~ r-- 1~-::l: If) -~o_ ..., Q. .., J ~ ~ n ~ '0~ ., PAYllENTI ,', Co . ,1 () {i. t.t I ~ (U[.1: Ul. ~ ~ a: u8 IkItKh the top porUon of thh MoUce Md ..at w1th wour p.,..,t Mdt p..l. to the n... end Melr... prInted an the r.v.r.e .1de, 'u If REIIDDlT DECEDENT .... cheek ar ItDMW arder p.ylble tal REGISTER OF WILLS, AGENT, .. If HO'NtEIIDDfT DECODff .... chick or ItDMY order pullll. tal COHltOHWEALTH OF PENNSYLVANIA, AU pe~ts rec.lved _11 tJ. ."Uitd flnt to MY lnter..t whIch ..y tt. ... wIth ",y r...lnder ...,Uitd ta the tax, AUUND (tA" A nf\N of . tlx cndlt, ....Ieh .... not nqu..ted an the T.x R.turn, NY tt. r....ted bv cHPhUng In .Appll~t1an far R.f..... of PlMlylnnl. Inhlrltence end bt.t. ,..- (REV-ISIS), AppU~Uan' ere hIIU"'le et the Dfflc. of the Aegl.t.r of NIII., InW of the 2S A.yenue DI.trlct D"lc.. ar frae the o.p.rt-.nt'. Z4-hour en....rlng ..rvSce nueber. far for.. ard.rlngl In P~IYIYlnI. I-IDD-S'Z-ZD5D, out. Ide Penn.vlnnl. end w1thln local Herrl.bur. ar.. (717) 7.7-.D94, tDD' (717) 77Z-2151 (Kearl"8 Ilpelred anlw), REPLY TOI OUIIUan. r~rdlng errars cont.IMII on thll notice should be Iddn..itd tol PA a.part-.nt of Revenue, lun" af Indivldull T...., ATTNI Palt AII...-.nt R.vl... unit, Dept, 2.D6Dl, ".rrilbur" PA 171,..0601, phone (717) 717.65D5. DISCOUNT. If ,"v tu due I. p.ld within thr.. (S) cllender eonth. .ft.r the decedent'. de.th, e flvl percent (5~) dl.caunt af the tu p.ld 1. .II~. INTEREITI Int.r..t I. ch.r,ed betlnnlng ..Ith flr.t dey af d.llnquency, ar nine (,) eonth. end one (I) d.y fro. the d.t. of de.th, to the dete af pe~t. 'IXI. which bee... delinquent before Jenuerv I, 1'.1 beer Int.r..t .t the rete af .Ix (6X) percent per ennua cllcul.tld .t e d.llv r.te af .DDDI64. All tIM" whleh bee... delinquent an end eft.r JlnUlry 1, I'll will be.r Int.r..t It . r.t. which will v.ry frae e.lender Vllr ta eel~r w..r with thet r.t. ennounced by the PA Dep.rt8eOt af R.venue. ThI ...,lle...l. Int.r..t r.t.. far 19.1 through 1"5 er., Yllr Inter..t R.t. D.l1y Int.r..t Feotar Yllr Interllt A,t. Dally Int.r..t Faatar 1912 ZDX . DaD54' 1'.7 'X .GDDZ47 190 lAX . DDDO' 1'....1"1 llX ,GDUn 19" llX .DDDSDl 1"' 'X . GDDZ47 1915 ISX .IDDS" 1"5-1'" n .uun 1911 lOX .DIDI74 1"5 OX .UDZ47 ulnt.r..t II celculltitd II follDtil'1 INTEREST . IALAlfCB OF TAll UNPAID X HUKlEI OF DAYS DELIHQUEHT X DAILY INTEREST FACTOR ..,"y Notle. 1..uad efter the tax becOllS delInquent ..Ill r.fllOt en Int.r..t eelcul.tlon to fifteen (II) dly. beyond the .s.t. of the ...........t. If p.,..,t Ie ... .fter thl Inhr..t eoeput.Uan data IIhoMn an the Hatlc., Idditlonal Int.r..t .u.t be e.louletitd. /5.(,-// 1/ REV-483 EX AFP 112-95~ cOMHOHWEAL TH Of Pf~VlYAH1A DfPAIITHE"T OF RE:YEtl.IE IURlAU at INDIVIDUAL TAXEI MPf. 110601 HARRII'URa, P' 1711'-0'01 i I '1 i ! I I I .1 i ] i I 'I I I ACN 201 L/ NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE 01-02-96 HOCH FRANCES N FILE NO.21 94-1086 DATE OF DIATH 12-19-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TNE UPPER PORTION OF THIS FOR" WITH YOUR TAX PAYMENT TO THE REOISTER OF WILLS. MAKE CHECK PAVABLE TO "REOISTER OF WILLS, AGEHT". REMIT PAYMENT TOI ROBERT R BLACK 36 S HANOVER ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 I ~t R_lttecl CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ..... iikV: 48Y-iiOiFiiTiz:.-9S)"----iii-F4iificE'-oj:--Jiii'E'liiiiifAfiii'i"AifJi-ilsiiiiiiriiF4Y---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF HOCH FRANCES N FILE NO.21 94-1086 ACN 201 DATE 01-02-96 ESTATE TAX DETERMINATION 1. Cr.dit For Stat. D.ath Ta~.. a. V.rifi.d 8.853.00 2. P.nn.ylvania Inh.ritanc. Ta~ A..e...d (E~cluding Di.count end/or Intere.t) 88.936.02 3. Inheritanc. Ta~ A......d by Other State. or Territorie. of the Unit.d State. (E~cluding Di.count andlor Intere.t) .00 4. Total Inheritance TB~ A......d 88.936.02 .00 5. P.nnaylvania EstBte Ta~ Due TAX CREDITS I PAVMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN '1, NO PAVMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU KAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I ,~..'I l' I -, ,::0. ;.1 " i:5(1 ~Of' NOTICE. To fulfill the requlr..-ntl of lectlon 114S (b) of the Jnherlt~. end E.tata T.. Act, Act 12 of 1"1. (72 P.I. Section 21451. PAYtEHTI htech the top portion of thl. Notlc. end IubIIlt with wour plYNnt to the Aqlthr of WUII print... on the revana .Ide. .... tlMa cMck Dr eDMW order pawebl. tal REGISTER OF MILLS, AGENT. Al1 PIYHllt. recalved shill be applied flrat to "'v Int.raat whIch .'V ba due with ."v r..alndlr appl1'" to the tu. AULtCD (aU I , refund of a tu credit .av be reque.ted bv coapl.t1ng an "application for R.fund of PIM.vlv."la Inherltanc. and E.tata ,..~ (REY"I'I]). application. ar. evall~l. at the Dfflc. of the Rql.tar of Will., anv of the 25 Aavenue DI.trlct Dfflca. or fr.. the Dep'rt~t.. 24-hour an....rlng .arvlc. nueblr. for far.. orderlngl In Penn.vlv."l. 1-100-562-2050, out.lde PIM.vlw."l, and within local Harrl.bur, araa (117) 717-1094, TOO' (717J 712-21S2 IHa.rln, 1.,.lrad Onlv). OBJECTIONS I AnV p.rtv In Intlr." not .athU.d with thl ......lIent of ta. I' shown on thh notle. .av obJact within .I.tv (60) day. of recalpt of thl. Notlca bVI ....wrlttan prot..t to thl PA Dapartllent of R.venue, laard of Appeal., Dept. '11021, Harrllbur" PA 11111"1021, OR .....Iectlng to have the .att.r detaralned at !lUd1t of the "nOMI rapra.."taUva, OR --~al to the Or~.. Court. AOttIH- IITAATlYE CORRECTIONSI fectual .rrar. dl.cov.rad on thl. ......eant ~Id be addr...... In writIng ta' PA Dapartaent of Aavenue, aur.au of Indlvldu.1 T...., ATTHI Po.t A.....eant A.vlav Unit, Dept. '10601, H.rrllbur" PA 171ZI-0601, Phone (111) 717-6505. S.. paga S of the booklat -In.tructlon. far Inherltanca Tax R.turn for a R..ldant Decadent" (REY-1S01) far an ..plln8tlon of adalnl.tr.tlvalv carrectabl. .rrar.. IHTERESTI far data. of da.th on or aft.r 10-S-'I, P~'vlvanl. E.tat. ,.. ba.ad on thl Federal E.t.ta 'u raturn hCOla. delinquent .t thl axplratlon of nlM 11'1 ItQftth. fr.. thie date of d..th. For data. of daath prior to 10-5-'1, pann'Vlvanla E.tata '.x b..ed on thie Federal E.tat. '.x raturn beeo... dlllnquent at thl 'lCplrat1on of alDtlt.." 1111 ""thl Ir.. the data of dlath. T.... which bee... d.llnquent ba'or. Janu.rv I, 1912 baar Int.ra.t at thl rat. of .1. 16X) parcant par ~ celculated et a dallv rat. of .000164. All t.... which bece.. delInquent on or .ftar Jenuarw I, 1912 will baar lnt.r..t .t . rete which will vary froe c.lend.r ~.ar to cellndar year wlth that rata announced bv the Pi Dapartaent of A.v~. Tha eppllcebl. Int.r..t r.t.. 'ar 1981 through 1996 ar'l ~ Int.r..t R.t. D.llv Intara.t factor !2r Int.ra.t R.t. D.11v Int.r..t Factor 1.11 lOX .000541 1917 OX .00DZ47 191] In .000451 190-1"1 IIX .ODDSOI 19&4 IIX .oonol 1992 'X .GDOIU I9IS UX . DODJS6 1995-1994 n .D0019Z 1916 lOX . DODZ74 1995"1996 OX .OODZU ....Int.r..t I. calculatad a. foll1*1I INTEREST. BALAHCE OF TAX UHPAID X HUIl8ER OF DAYB DELIHQUElCT X DAILY IHTEREST FACTOII ....Anv Hotlc. I..uad eftar the t.. beeOll, d.llnquent will r.flact en Int.r..t c.lcul.tlon to flft-.n liS) dew. bevond the de" of thie ......ant. If p.)'Mftt II a" .ft.r the Int.r..t COllpUt.tlon dlt. ~ on the Hotlc., additional l"t.r..t lU.t be c.loulatad. li;.(p-// & REV-736 EX AFP (12-95* CDHHOHWEAlTH Of PENNSYlYANIA DEPARYHENT Of' REVEHUf BUREAU OF INDIVIDUAL TAXES DEP,. ZlO601 HARRIIBURG, Pi 17111.0601 ACN 202 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE 01-09-96 FRANCES N FILE NO. 21 94-1086 12-19-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIOH Of THIS fORH WITH YOUR TAK PAVHENT TO THE REOISTER Of WILLS. HAKE CHECK PAVABlE TO "REGISTER Of WILLS, AGENT". REMIT PAYMENT TOI ROBERT R BLACK 36 S HANOVER ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 I Allount R..ttt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ..... R-iv:736--EX--AFP--(iz:-9Si-----.-.-NiificE--OF--DETifRHiiiATio-N-AiiD-AS-SESS-HENir---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF HOCH FRANCES ACN 202 DATE 01-09-96 N FILE NO.21 94-1086 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes os Verified 8,853.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 88,936,02 3. Inheritance Tax Assessed by Other States or Territories of tha United States (Excluding Discount and/or Interest) .00 4, Total Inheritance Tax Assessed 88,936.02 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Bssed on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS I PAYMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE o 00 · ~~RP~1~c6LI~~0~H~~ 2ft~IT~S~A~EY~~~~E~fDE I If TOTAL OUE IS LESS THAN n. NO PAVHENT IS REQUIREO. If TOTAL OUE IS REflECTED AS A "CREDIT" YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.l ICRl, 0\ III i '--1 ;:3 " t;l n: '0 f~J\ '.: 7~ '..10 PI.IRP01l!IlI' NOTICE. To fulfill the requJr..-nt, of l.allon 2145 (b) of the r~rlt~. 8nd Eata', 'I. Aot, Act II of 19'1. (71 P.I. leatlon 2145). PAMNTI DetKh the top portion of thh NoUel ... s.....1t with your Plyqnt to the ."..tar of NI111 prlntad on the rl"'lnl .Ide. .. .... chMlc or NMY crde, pIYMlla tal REGISTER OF MILLS, AGENT. All p.,...,h rKII",ed wll b, applJed flnt to env In hr..' which NV be dw with MY r...lnder ..,1I11d to the tlX. REf1JHD (CAh . r.fund of . tl. cradit nv be r....ted by cO...htlnt M "Application for Refund 0' PemsVlven., I~rltenc. ~ Eat,., 'I." (REV-ISIS). applications .r. .v.l1~1. at thl O'flcl of the Real,ta, of Willi, any 0' the IS A.v~ District Dfflc.. Dr fro. the Dep.rt-.nt'. Z4.hou,. en'Nerl"- ..rvlel nu.be,.. for for.. ordering. In PennavlvenJa 1.IDO.S6Z-ZDSD, out,to. Pennavlven.. ~ within locll Harrisburg .r.. (717) 7'7-'094, TDDI (717) 77Z-ZZSZ (H.arlng J~.lr'd Only). ADHIN- ISTAATlVE CDRAfCTIDNSa OBJECTIONS, Any p.rty In Int.r..t not ..tl.fled with t~ ......-.nt 0' t.. a. .hown on thl. notle. .av obJ.ct within II.ty (6D) dlV' 0' rlc.lpt 0' thll Hatlc. bYI .-wrlttan protl.t to the PA Dep.rt-.nt of Alvenue, laIrd of Apa'll., Dept. 211DZl, Harrl.burg, PA 1712'-1021, OR ....lactlng to h.ve the "U.r d.hr.IMld at audit of the per.onal r.prelllnt.Uv., OR -....al to the Orphan." Court 'Iotual Irror. dl.coy.rad on thl. .....lIent should ba addr...ad In wrltlne tal Pi Dep.rt.ant of Alvenue, lur..u of Indlyldual T...., ATTNa Po.t A.....-.nt A.vla.. unit, Dept. Z10601, Harrl.burg, PA 17118-0601, Phone (717) 787"6505. S.. page 5 of the bookl.t wln.tructlon. 'or Inharlt~ Ta. A.turn for I A..ldant Dac.d~tW (REV-ISOI) for an '_planatlon of .o.lnl.tratly.ly corr.ctobl. .rror.. IHTEAEST. Additional P.nn.vlYlnla E.t.t. T.. .......d .. . r..ult 0' . Chang. on the Fader.1 E.t.t. Ta. clo.lng I.tt.r b.co.'I dlllnquent at the ,.plratlon of one (1) aonth 'roe the data the final notlc. of thl lner.... In F.dsral Elt.tl ,.. II rec.lved. ".1. which b.c... d.llnquent bafor. Janulry 1, I,.Z baar lntar..t at thl rlt. of .IM ('~) parcent par InnUI calcullt'd .t a d.llv rat. of .000164. All tax.. Which blc", dlllnquent on or .ft.r January 1, )9aZ N1)1 baar Int.rl.t It a rlt. wllch will vary fro. cllend.r y.ar to callnd.r v..r with that rata ~.d by thl PA Dapart-.nt of A.venue. The appllCabl. Intar..t r.ta. for 1912 through )'96 .r., x.w: Int.r..t A.t. n.ll~ Int....t ~.r.tnr \Dr Int.r..t A.t. hallv lnt..... ~.r.tnr 191Z lOX .00DS". .'.7 OX .000247 1915 I6X .DDDU. 1911-.99. IIX .Glun 19" IIX .010511 199. 'X .DD02U .915 UX .GlUS6 1995-1994 1X .00019Z 1.16 lOX .001274 .995.)996 OX .011247 ulnt.r..t h cllculltad a. '01l1Ml1I INTEREST . IALAHCE OF TAX UNPAID X HUKIER OF DAYS DELIHQUEHT X DAILY INTEREST FACTOR -.Any HoUc. Inu'd aftlr tM to baCOMI delinquent .,111 reUect en In..rut cllculatlon to ,Utaen US) din blvond thl d.t, of thl ......eent. I' pav-.nt I. lade a'ter thl Int.r..t coaputatlon d.t. .hown on thl Notlu, ~Itlonal Intar..t ""It be c.lcul.tad. . IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21 - 94 - 1086 ESTATE OF FRANCES N. HOCH, Deceased SCHBDULB OF PROPOSBD DXSTRXBUTXON Combined Balance for Distribution Remaining as per First and Final Account 83,143.05 TO: Deborah Ege Marjorie Gardner David Glenn stephen Glenn Michael Hoch Paul Hoch Ronald Hoch Kathryn Neidig-Hoenig Mary Neidig Ronald Neidig Barbara Shenk Patsy Trovato 6,928.59 6,928.59 6,928.59 6,,928.59 6,928.59 6,928.59 6,928.59 6,928.59 6,928.59 6,928.58 6,928.58 6.928.58 TOTAL BALANCE FOR DISTRIBUTION 83.143.05 STATBMBNT OF THB REASONS FOR THB PROPOSED DXSTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Frances N. Hoch. Q AIr-~' ~y Y/~ ~~~ Samuelle Glenn L. Keller COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) . . ) SS. Ray L. Keller and Samuel Ryle Glenn, being duly sworn according to law, deposes and says that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. t!!;t x.~/~ zf(jpAf2,f ~~~ Samuel Ryl Glenn Sworn and his ribed to before day of , 1996. Not.~.1 senl su..n K. Guyer, Notary PubDa C.~llle Sara, Cumbe~.nd CountY My Commllllan E~plr.. S.pt. 4, 1 Q99 .m Ir, OIlIl.yIVO' oc a on 0 0 os " I L.. , " , .', !,' .' . /" I '., ,;' 1.-, .' ,,' ' " . " ~ ~ ~ J .~ 1:.\ ~ " ~ ~ ,-,~, (,.,",,- I1\ST WILL AND TFSl'J\MENT OF ~ N. IIJ(]I I, FRANCES N. 1lOCIt, of 15 Ridge Iane, Green Ridge Village, west Pennsboro Township, Newville, CUmberland County, Pennsylvania, make this Will, revokirg all my former wills and codicils. ITEM I: I direct that all my just debts, funeral expenses and administration expenses, includirg my grave narkcr, shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: I bequeath the amounts or items herein specified to each of the followirg-named beneficiaries who survive It'e: a. To 'lhe Dickinson Presbyterian Church, Dickinson, Pennsylvania, $2,000.00; '. b. In equal shares, to Ronald G. . Neidig and Deborah Jeanne N. Fge, or the survivor thereof, all of my household goods. ITEM III: I devise and bequeath all of the residue of my estate, of every nature and wherever situate, in equal shares, to my nephews and nieces, namely, Lawrence Michael Neidig, Ida Kathryn N. Johnson, Paul Dennis Hech, Ronald Lee Hech, Michael cramer Hech, Barbara Ann Shenk, Ronald Glenn Neidig, Deborah Jeanne N. Fge, Patsy Ann Trovato, stephen Ryle Glenn, David Clair Glenn and Marjorie Lois Gardner, or their issue, per stirpes. ITEM IV: I appoint FARMERS TRUST CXlMPANY of carlisle, Pennsylvania, guardian of any property which pa'O'ses, either un:'ler this will or otherwise, to a minor. Said guardian shall hold, manage, invest and reinvest any property received by the guardian, shall collect the income therefrom, and shall apply so much of the net income, and, if the net income is insufficient, so much of the principal of said property held for such bene~iciary as the guardian shall deem necessary or advisable for such benedciary's health, maintenance, support and complete education. The guardian shall accumulate any surplus net income annually and add the same to the principal of the property held for such beneficiary. When such beneficiary attains the age of 21 years, all property shall be distributed to such beneficiary, or to such beneficiary's estate in the event of death prior thereto. ITEM V: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction :imposed, shall be paid from my residuary estate as a part of the expense of the administration of rrrj estate. ITEM VI: I appoint RAY L. I<ELIER and SAMUEL R'iI.E GlENN, or the survivor thereof, as Executors of this, my last Will. ITEM VII: I direct that neither of rrrj Executors shall be required to give bond for the faithful performance of their duties in any jurisdiction. 1 ;, '+_~~~~'''''''''+;''''''~!1'r;'r,"~:-~'~'-; . f I have hereunto set my hand this :3 8!2. day of , 1990. ;:/J J ~ IJ /;h:v/1CLd.../ J1. ~ (SEAL) Frances N. Hech The preceding instrument, consistirg of this am one other typewritten page, identified by the signature of the Testatrix, Frances N. Hech, was, on the day am date thereof, signed, p.lbl1shed am declared by Frances N. Hech, the Testatrix therein named, as arxl for her last Will, in the presence of us, who, at her request, in her presence am in the presence of each other, have suOOcribed em- nmres as witnesses thereto. ' ~fL(3IWl. ~~- IN~~F, ,G-u5r . . ~, 'J . . . ~;~,~' <" i7fF ~~r' ,{<K' ~l' ,}h 1'1.' ,{ l~ 'i:~~ t~ fJ. ~ ~; ~ ..' if' .~..' f',j) -}i;1 7-~f .~, l'l 't,5 ;1 ~; u -" ~ OF PENNSYLVANIA ) . . CXXJm'Y OF aJMBERIAND ) We, Frances N. Hech, Robert R. Black am ~~ ;/)4tP , the Testatrix arxi the witnesses, respectively, whose names are signed to the attached or foregoirg inst.nDnent, being first duly swom, do hereby declare to the urdersigned authority that the Testatrix signed am executed the instJ:ument as her last will, arxi that she had signed willingly (or willingly directed another to sign for her), arxi that she executed it as her free am 1~ ~' ~ i: '. voluntary act for the purposes therein expressed, am that each of the witnesses, in the presence arxl hearing of the Testatrix, signed the Will as witness, am that to the best of their knowledge the Testatrix was at the time eighteen years of age or older, of SOlI1'Id mind arxi under no constraint ..' P:- or undue influence. 7fn:vJ" c..(.<J/)1. M ~ a Frances N. Hoch eu /'-(3.L~ ~~~ck J " . t , i SUbscribed, sworn to arxi acknowledged before me by Frances N. Hech, Testatrix, arxi subscribed arxi~ Robert R. Black arxi , . \<IV witnesses, this.? day of , 1990. NOTA",A!, SEAl . SHIRLEY IV. AHLERS, IIOTARY PUBLIC CARLISLE ~ORO.. cUMBERLAIIU COUIITY," PA MY COMMISSION EXPIRES JULY 14, 1993 ":t,j t~ ~\~~, !!':~ <.~ ~,;<< 1'.-<1 ,. ~l 'l' ':;': , .\.', ~',\i ::-,.j ['1 "~,I t~ l,:.; I;, r ~ .1 "".., ,"\ t.~J ~ :4 ..,~ ~j ~. "i '~ ~ N i IN RE: . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21 - 94 - 1086 ESTATE OF FRANCES N. HOCH, Deceased ~IRST AND ~INAL ACCOUNT O~ RAY L. KELLBR AND SAMUBL RYLB GLBNN BXBCUTORS O~ THB BSTATB OP PRANCBS N. HOCH LATB O~ BOROUGH OP NBWVILLB, CUMBBRLAND COUNTY, PBNNSYLVANIA Date of Deathl Letters Testamentary Grantedl Letters Advertisedl sentinel - rn,mherland Law Journal - Account Stated as pinal December 19, 1994 December 29, 1994 January 11, 18, 25, 1995 January 13, 20, 27, 1995 SUMMARY (0 INDBX PRINCIPAL l'Alm Receipts 2 682,481. 55 conversions (Gain) 3 11,897.62 Less Disbursements 5 -145.773.25 Balance Before Distributions 548,605.92 '. Advancements to Beneficiaries, 9 -482.000.00 " i principal Balance Remaining 66,605.92 \ INCOMB Receipts 6 16,537.13 Less Disbursements 8 -0.00 Income Balance Remaining 16,537.13 COMBINED BALANCB RBMAINING 83.143.05 'I 11194 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 12/19 l2/29 12/29 12/30 12/30 RECBIPTS OF PRINCIPAL Farmers Trust company, checking account no. 4-64244 Farmers Trust company, savings account no. 1-201060 Meridian Bank, checking account no. 29363404 Farmers Trust company, certificate of deposit no. 100989 Farmers Trust company, certificate of deposit no. 106393 Meridian Bank, certificate of deposit no. 4001609876 Dauphin Deposit Bank & Trust company, certificate of deposit no. 8100136181 Harris savings Bank, certificate of deposit no. 17- 30-168188 Harris savings Bank, certificate of deposit no. 17- 58-215336 Harris Savings Bank, certificate of deposit no. 17- 58-254941 Cumberland Valley cooperative Ass'n, 1 share common, 117 shares preferred @ $10 per share Agway, Inc., 1 share common @ $24.95 per share Delaware Fund A Class, account no. 5022277054, 3,187.369 shares @ $17.54 per share sprint corporation (formerly United utilities), 80 shares commor- @ $27.4375 per share southeastern PA Artificial Breeding cooperative, 1 share common @ $5 per share Atlantic cooperative Breeders, revolving fund certificate no. 2554 dated 1/1/72 U.S. savings Bond, DI04700412E, $500 face, August, 1975, Series E u.s. savings Bond, D450021EE, $500 face, January, 1980, Series EE Miscellaneous cash social security Administration, November Amalgamated Retirement Fund, benefit Amalgamated Retirement Fund, benefit 2 57,423.90 4,028.97 176.19 70,547.20 l03,153.60 99,105.94 100,314.38 35,522.55 l34,656.95 12,753.70 1,180.00 24.95 55,906.45 2,195.00 5.00 1.34 1,532.20 790.20 87.00 622.00 5.50 63.25 llIl15 3/2 3/23 5/30 6/29 1lI114 12/29 1l1l15 1/10 sprint, united of PA, refund Agway, Inc., uncashed dividend checks Internal Revenue service, 1994 income tax refund PA State Treasury, 1994 income tax refund TOTAL RECEIPTS OF PRINCIPAL 1.28 12.00 2,179.00 193.00 li82,481.55 PRINCIPAL CONVERSIONS TO CASH Farmers Trust company, savings account no. 1-201060 proceeds account value Farmers Trust company, checking account no. 4- 64244 proceeds account value 2/10 Cumberland Valley Cooperative Ass'n, 1 share common, 117 shares preferred proceeds account value 3/3 Farmers Trust Company, certificate of deposit no. 100989 proceeds account value 3/3 U.S. Savings Bonds, 2 each proceeds account value 3/23 Agway, Inc., 1 share common proceeds account value 7/11 Harris Savings Bank, certificate of deposit no. 17-58-215336 GAIN LOSS 4,031. 75 4,028.97 2.78 57,493.25 57,423.90 69.35 1,180.00 1,180.00 70,639.92 70,547.20 92.72 2,392.00 2,322.40 69.60 24.95 24.95 proceeds 138,526.76 account value 134,656.95 3,869.81 3 7/11 Harris Savings Bank, certificate of deposit no. 17-58-254941 proceeds 13,120.21 account value 12,753.70 366.51 7/11 Harris savings Bank, certificate of deposit no. 17-30-168188 proceeds 36,543.36 account value 35,522.55 1,020.81 7/26 sprint corporation, 80 shares common proceeds 2,566.08 account value 2,195.00 371.08 7/31 Delaware Fund A Class, account no. 5022277054 3,187.369 shares proceeds 62,449.48 account value 55,906.45 6,543.03 11/15 Farmers Trust company, certificate of deposit nQ. 106393 proceeds 103,111.40 account value 103,153.60 42.20 11/15 Dauphin Deposit Bank & Trust company, certificate of deposit no. 8100136181 proceeds 99,918.50 account value 100,314.38 395.88 11/15 Meridian Bank, checking account no. 29363404 proceeds 178.77 account value 176.19 2.58 11/15 Meridian Bank, certificate of deposit no. 4001609876 proceeds 99,039.71 account value 99,105.94 66.23 12/29 Southeastern PA Artificial Breeding Cooperative, 1 share common proceeds 0.00 account value 5.00 5.00 4 l;a/29 Atlantic Cooperative Breeders, revolving fund certificate no. 2554 proceeds account value NBT GAIN ON CONVBRSIONS 0.00 1. 34 1. 34 11, all? ..sa DISBURSBMBNTS or PRINOIPAL llIU 12/29 12/29 12/29 1lI95 1/12 Presbyterian Homes, Inc., invoice united of PA, invoice Dickinson Presbyterian church, funeral luncheon 1,190.25 21.41 100.00 1,350.00 225.00 5,550.00 23.22 13.95 85,000.00 23.60 240.00 65.00 3,936.02 5,000.00 5,000.00 fee 10,000.00 473.80 6,700.50 6,700.50 13,401. 00 I , I." ! Internal Revenue service, 4th quarter estimated taxes PA Department of Revenue, 4th quarter estimated taxes Hoffman Roth Funeral Home, invoice United of PA, invoice Orthopedic Surgery of Carlisle, invoice Register of Wills, on account, Pennsylvania inheritance tax UMB Bank, N.A., bond premium for lost stock certificate Howard's Accounting, tax return preparation Eby Granite Works, engrave gravemarker Register of wills, balance, Pennsylvania inheritance tax 7/18 Ray L. Keller, on account, executor's fee 7/18 Samuel Ryle Glenn, on account, executor's fee 7/18 Landis, Black & Schorpp, on account, attorney's 7/18 Landis, Black & Schorpp, costs advanced to date Reserved I 1/12 1/18 1/18 2/15 3/3 3/8 4/10 5/30 7/18 Ray L. Keller, balance, executor's fee Samuel Ryle Glenn, balance, executor's fee Landis, Black & Schorpp, balance, attorney's fee 5 Landis, Black & schorpp, costs advanced closing and filing releasss TOTAL DISBURSBMBNTS or PRINCIPAL RECBIPTS OF INCOME 1994 12/29 Farmers Trust company, interest, certificate of deposit no. 100989 12/29 Farmers Trust company, interest, certificats of deposit no. 106393 12/29 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 8100136181 12/29 Meridian Bank, interest, certificate of deposit no. 4001609876 1995 1/5 1/5 1/19 1/26 1/26 1/26 1/27 2/15 2/27 3/2 3/2 3/2 3/20 Sprint corporation, stock dividend Farmers Trust company, interest, certificate of deposit no. 106393 Meridian Bank, interest, certificate of deposit no. 4001609876 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 8100136181 Farmers Trust company, interest, certificate of deposit no. 106393 Farmers Trust company, interest, certificate of deposit no. 100989 Farmers Trust company, interest, estate checking account no. 12-46577 Meridian Bank, interest, certificate of deposit no. 4001609876 Farmers Trust company, interest, estate checking account no. 12-46577 Dauphin Deposit Bank & Trust Company, interest, certificate of deposit no. 8100136181 Farmers Trust company, interest, certificate of deposit no. 100989 Farmers Trust company, interest, certificate of deposit no. 106393 Meridian Bank, interest, certificate of deposit no. 4001609876 6 .. d"'l>. ( ~ .~~ 9.00 750.00 145,773.25 231. 89 436.55 349.31 397.86 20.00 422.47 411.14 360.96 436.55 239.61 73.73 411.14 96.79 360.96 239.61 436.55 371.28 "f,.'>:l..,-'"""tAT:" ;:'7i',;:-'~:'it,-;-'*\r.,ht.\,'r~7'i,,--,,~"\!);,+,):~c:'~"":~;:;"':;,;,~...ft\;~~~~'iH>1.~-"~"~:;."'~-~;ji,~-:~;~"'i"',""".;~ ~'B:,<,,;',d;""ii~"i;~Q~~~'L":' A-',';'~!"~"-'.', , ,,",< 3/27 3/29 3/29 4/11 4/26 4/26 4/26 4/27 5/26 5/30 5/30 6/1 6/26 6/26 6/26 6/27 7/11 7/26 7/26 7/26 7/27 Farmers Trust Company, interest, estate cheoking account no. 12-46577 Farmers Trust company, interest, certificate of deposit no. 106393 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 8100136101 sprint corporation, stook dividend Farmers Trust company, interest, oertifioate of deposit no. 106393 Meridian Bank, interest, certifioate of deposit no. 4001609876 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 0100136181 Farmers Trust company, interest, estate checking account no. 12-46577 Farmers Trust company, interost, estate ohecking account no. 12-46577 Dauphin Dsposit Dank & Truot Company, interest, certificate of dopoait no. 0100136181 Meridian Bank, interest, oertificate of deposit no. 4001609876 Farmers Trust Company, interest, certificate of deposit no. 106393 Farmers Trust Company, interest, cortificate of deposit no. 106393 Meridian Bank, interest, certificate of deposit no. 4001609876 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 8100136181 Farmers Trust Company, interest, estate checking account no. 12-46577 sprint corporation, stock dividend Farmers Trust company, interest, certificate of deposit no. 106393 Meridian Bank, interest, certificate of deposit no. 4001609876 Dauphin Deposit Uank & Trust company, interest, certificate of deposit no. 8100136181 Farmers Trust company, interest, estate checking account no. 12-46577 7 108.13 394.31 326.03 20.00 436.55 411.14 360.96 87.58 92.57 349.31 397.86 422.47 436.55 411.14 360.96 89.27 20.00 422.47 397.86 349.31 213.01 Meridian Bank, interest, certificate of deposit no. 4001609876 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 8100136181 Farmers Trust company, interest, certificate of deposit no. 106393 Farmers Trust company, interest, estate checking account no. 12-46577 Meridian Bank, interest, certificate of deposit no. 4001609876 Dauphin Deposit Bank & Trust Company, interest, certificate of deposit no. 8100136181 Farmers Trust company, interest, certificate of deposit no. 106393 Farmers Trust company, interest, estate Checking account no. 12-46577 Meridian Bank, interest, certificate of deposit no. 4001609876 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 8100136181 Farmers Trust company, interest, certificate of deposit no. 106393 10/29 Farmers Trust company, interest, estate checking account no. 12-46577 11/21 Dauphin Deposit Bank & Trust company, interest, certificate of deposit no. 8100136181 11/21 Meridian Bank, interest, certificate of deposit no. 4001609876 8/22 8/22 8/24 8/25 9/25 9/25 9/25 9/27 10/25 10/25 10/25 11/28 Farmers Trust company, interest, estate checking account no. 12-46577 TOTAL RECBIPTS OF INCOME DISBURSEMENTS OF INCOME 1994 None -1995 TOTAL DISBURSBMENTS OF INCOME 8 411.14 360.96 436.55 324.92 411.14 360.96 436.55 115.79 397.86 349.32 422.47 105.98 360.95 411.14 227.52 16,537.13 0.00 0.00 "''''7'~'''''''~ ' ',.";-,P~1w'tt' ..~,::.1~~~ -....---- . ...,~... 1995 7/11 7/18 7/18 7/18 7/18 7/18 7/18 7/18 7/18 7/18 7/18 7/18 7/18 11/10 11/10 11/10 11/10 11/10 11/10 11/10 11/10 11/10 11/10 11/10 11/10 i , ) ADVANOBMBNTS TO BBNBrIOIARIBS Dickinson presbyterian Church, cash Deborah Ege, cash Marjorie Gardner, cash David Glenn, cash stephen Glenn, cash Michael Hoch, cash Paul Hoch, cash Ronald Hoch, cash Kathryn Neidig-Hoenig, cash Mary Neidig, cash Ronald Neidig, cash Barbara Shenk, cash Patsy Trovato, cash Deborah Ege, cash Marjorie Gardner, cash David Glenn, cash stephen Glenn, cash Michael Hoch, cash Paul Hoch, cash Ronald Hoch, cash Kathryn Neidig-Hoenig, cash Mary Neidig, cash Ronald Neidig, cash Barbara Shenk, cash Patsy Trovato, cash TOTAL ADVANCBHBNTS TO BBNBrICIARIBS 2,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20,000.00 20.000.00 482,000.00 r I i i ,'I ~. -;'! '.1 < , .' 11~/ :/ j~ Ray L./Keller i~~B!f)~~ t: i 9 . . . COMMONWEALTH OF PENNSYLVANIA ) . . COUNTY OF CUMBERLAND ) Ray L. Keller and Samuel Ryle Glenn, being duly sworn according to law, deposes and says that the Account as stated is true and correct, and that the Grant of Letters Testamentary and the first complete advertisemsnt thereof occurred more than four (4) months before the filinq of the Account. ~y~~ Ray L. K~er S~Gll$.t~ sworn~nd sUbscr~dto before " ,;l. <4 'day of A " J'l 0 .~~,~ me this , 1996 , , ,". . ~' , 10 C/ ./ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Frances N. Hoch Date of Death: December 19, 1994 Will No.: 21-94-1086 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 whether administration of the estate is complete: Yes XXX 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 XXX No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infonnally to the parties in interest? Yes No \1, 'en:) "18 _W Mufl Robert R. Black, Esquire 36 South Hanover Street Carlisle, Pennsylvania 17013 (717) 243-3727 Ii it ~ f ( t . I~ l' ! i ! ~ ~ I' I d. Copies of receipts, releases, joinders and approvals offonnal or infonnal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date:~ GC:: l,l! 01 :JI[J !)5. ,.' I" Capacity: ':1 :;U _ Personal Representative -K. Counsel for Personal Representative - l'I~~%'>t-\..""""""-".~lnw'1ll:ltI._, ,__~._ "'__--_"___,. '.'a_.~,.". ... ::",C,. _" _ _ :,. }.. f:!