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HomeMy WebLinkAbout96-00124 ',' .', ,',' "'.; ". " " F> ' "',",,' ',', ':1 ':t': ,', ..:-'."<' "',,' .... ", ,,. ~ " ",' ,,; .; ':', " ., . ~ .,,'. ",I . . q ',', " .' ',,' ,;" 't" y' ,';" -,-,,---' ,-' ,~. ,~" . . Estate oJ Alma M. Cocklt'Y al,w k'WII'/1 as PETITION "'OR PRonATE and GRANT OF LETTERS No, Oll-'=tl.D ~ To: Rcgi'lcr of Will, for thc ?\~-,.--.,-1<7" lJ,'cco,H'd, Couuty of iu Ihc Sodal S""/Ilit)' No, 2u~-~o-,"o2 Coulluonwcallh of Pcnnsylvania Thc pClition of lhc undcr,igncd rc,pcclfully rcprc,cnt, lhat: Your pctitioncr(,), who i,/arc 18 ycnr, of ngc or oldcr nUlhc cxccUI or inlhc 111'1 will of Ihc abovc dcccdcnt. dlllcd J unt' 4 and codicil(,) dlllcd N IA nW'~cd , 19_ (\lillC 1C'IC\-illll cirClIl1I\lancC'\. co.,. renunciation. dc.llh nf (,<<utOI, (,IC.) Dcccndcnt wa, domicilcd al dClllh in Cumbt'rland Counly, Pcnnsylvania, with h t'r last fllmily or principal rcsidcncc al 24 Tt'xaco Drivt'. Mt'chanicsburq. Silver Sprinq T~wnship. Cumberland Cou~ PA (li,1 ..lrn:I, number ami mundpulil)'} Dcccndcnt,lhcn 81 ycarsofagc.dicd Januarv 19, ,1996 al home, 24 Texaco Drive. Mechanicsburg, PA . Exccptlls follow,. dcccdcnt did nOlmarry, was not divorccd IInd did nol havc a child born or adopt cd aflcr cxecution of Ihc will offcrcd for problllc; wa, notlhc victim of a killing and was ncvcr adjudicalcd incompelcnt : Dccendcnt al dCllth owncd propcrly with cSlimatcd valucs as follows: (If domieilcd in Pa.) All pcrsonal properlY (If not domiciled in Pa.) Pcrsonal propcrty in Pcnnsylvania (If nol domieilcd in Pa.) Personal properlY in Counly Valuc of rcal C'lalC in Pcnn'yh'ania situated as follows: Mobile Home & 10 acres situate Spring Township, Cumberland County, PA S 35.000.00 S S S 100.000.00 in Silver WHEREFORE, pctilioner(s) rcsp<'Ctfully rell!lCSl(s) Ihc nrobatc of Ihc lasl will and codieil(s) prcscnted hercwith and Ihe grant of lelters TESTAMENTARY thcron. (IC\lal11C'n1ar)'; adminimnlion c.I.a.; adminimalion d.h.n.c.l.a.} ~ "'- 'C~ ",t . -g.g N'- -;;~ ..... ,0 jj .. Vi &~( :.<e:CE::= II 8492 Carlisle Pike York Sprinqs. PA 17372 OATH 0..' PERSONAL REPRESENTATIVE COMMONWEAI.TH OJ,' PENNSYLVANIA } ss COUNTY OJ.' CUMBERLAND Thc pelitioncr(,) above.nllmcd swcnr(,) or nffirm(s) thalthc S1111:menls inlhc forcgoing pctilion arc truc IInd correct to thc bcst of thc knowlcdgc nnd bclicf of pelitioucr(s) IInd that liS pcrsonal rcprescn- tative(,) of the above deecdent pClitioner(,) will well 0:1)' IIdmin~~ lhe cstatc according 10 law. Sworn 10 or affirmcd aud sub,cribcd ~ UOUl'.' ...... ,d/~ .L- ~ bcforc mc thi, day of .",LD K ;-ml.KLEY, I I ~' ''71Tn (t,,*l~ ~~LlitJ!f!;j , ~ "1ARV C, LEWiS ~ R"l!ister (J & /S-15LI-3 '-~"''''''~'~.r)~;'+''~h ...,"_."....-......l-, 1/. No. 21 - 96 - 124 Estate of ALMA M. COCKLEY t Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 12 , 19~, In considerallon of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated JunE' 4. 1984 described therein be admllled to pro bale and filed of record as the last will of ALMA M. COCKLEY Testamentary DONALD K. COCKLEY, II and Lellers are hereby granted to FEES Probate, Lellers, Etc. .,....,.. S Short Certificates( 2) . .. .. .' . .. S Renunciation .............,., S JCP S 5.00 TOTAL _ S 246,00 Flied .... ,~~~R~~~Y, .1?. .m~.,...,.... 235.00 6.00 , I ( ! \ Reahl<< or Will. " MARY C. L,WIS a.,u no, , v..J......9-. (A~ M. WTr.F.V F.SO -a("Q\! , A1TORNEY (Sup, Ct. I,D. No,) 1 S. Baltimore St., Dillsburg, PA ADDRESS 17019 (717) 417-Q(,(,(, PHONE C)," r' -,1 , 1'1 Mailed letters and order to attorney on 2-13-96. This is to n;rtHy Ihat Ihl' infurm.Hilln hen' Hi\'C1I is lllrrntly w!'lC"d from .In ori,Liill.lI H'rliCk,lft' III tle.nh ollly riled wieh me JS l.ncalltcgisrrar. The origilhll (t.'rlifkall' will he ftlrw.lhll'tllo till' ~1.'1l' Vit..1 Ht'tlllih. (Hlill' fur !,t'mum'llI filjl1~, WARNING: 1111 Illegal to dupllcato this copy by photostot or photograph, Ftt (or Ih;, ,",,;(;,.lIt. S2.lXI (,' ~ f~~~#du ~- 1.1k.,t1ll'~islr.lr ~ 7J 3363183 CllL~ ':/1,-ll~"----- ;I :J (l,"t No, ,.....-.., COWUDHWEALTHD' PENNSYlVANI.... OI'AftTUEHT 0' HEALTH' VITAL AICORDS CERTIFICATE OF OEATH .. 1",11'&1 ...... - . -- Januer 19. 1996 , .u.a -16 ...0 s:::..,0 ....... - lk- ~ 24 T.xaoo Road .. M.ohanlo.bur PA 170~5 . -~ .. JOlt h Stu. ,,,,,--~,"ll1ftrl ...0:::=-,:::.. ...-- M .Unnle Frank ........ - 110 .. ,-. 24, 1996 1.80111nl Sprlnp y.ra Fun.ral Ho.. .... . J ~ . ..... '::::..-,.-------."'-.-........- ......., cu.(. Ott,'''''' 1~ .-...............-..... _r7 . ..0 . -- -.......... .Ioa fl; :-..=:..-:..-:..~~"t ';11"" _t,tll'" DUI'Opl.....C;O'QUI..a01) I: ilCoelCM.JoiClOf) ... ".... ,.. ...... ..- -...... -.. ~;.J - --- n --~ ,.0 _0 .... 0 c-....,...__.. ......... ,......"DitJ.'''''' o o n'" l.J' "I.AI-'~-'_~""',_ -- ".0...0 . - ,""- - .. - "C&Afll""~""""''''''''_''_''__---''''''''__''.''''''''''''''''_''* ............-.......----...............-........ - 1\N1fC)1111. 01 "IA III ;,t.,( 1', ;::.,,( - ft'l ) C~"f'tJ.. . ':' J. I a.,r {hI) l7~lV r! .. .1'D. . .-. I R & 1 - 1 ~MOUII1."...f'NTIIC:I,IoM,..,.............._._,._"'....-..-.~ .........."..---.....--....-....-.-...--....----......... " o u. ~ .I'l............. .h.-rl..rf "T. l'trc. Kt.,')dl. .. ..,r '14~ ....ClICM.v..- CI ,.. O'..._..-...,.....,.,......-......-....__..I'l.._.... .............-..........- --- ". o ldwu.u.wJ , . . ~ 0' LAST WILL AND TESTAMENT I, ALMA M. COCKLEY, presently of Silver Spring Township, Cumberland County, Pennsylvania, make this my Last Will and hereby revoke all prior Wills and Codicils. Item 1: I direct my personal representative to pay all the legal oblir,'- tions of my estate, funeral expenses, and costs of administration of my estate, as soon after my death as practicable. Item 2: I devise and bequeath my tangible personal property and the residue of my estate to my son, Donald K, Cockley, II, or to his issue, per stirpes, in the event he predeceases me. In the event Donald K, Cockley, II predeceaaes me without issue surviving me, I devise and bequeath the residue of my estate in equal shares to the then living children of my brother-in-law, A. Kurtz Cockley. Item 3: I appoint my son, Donald K. Cockley, II, as personal represen- tstive of my Last Will and Testsment. In the event he predeceases me, renounces, fails to qualify or ceases to so act, I appoint my niece, Karen Cockley as personal representative. Item 4: I direct that no fiduciary acting hereunder shall be required to furnish bond in any jurisdiction. IN WITNESS WHEREOF, I, Alma M, Cockley, have to this my Last Will and Testament, containing one (1) typewritten page, set my hsnd and seal this f?'K t~ '~-~~ Alma M. Cockley (,_II-t;''/ (SEAL) day of , 1984. Signed, sealed, published and declared by the above named testatrix, Alma M, Cockley, as and for her Last Will, in the presence of us, who, at her request, in her preaence and in the presence of each other hsve hereunto subscribed our names as w aes in atteststion thereof. 4j1::~ C/ygy rt:: 'c r: -" " .;. 'Sli, JflN 26 'i d :07 CIJ Cu', ,I,. . "I , :'/\ ~ . co II. en l"'l . ! ''-, t- Rill I ~ I ~, :il ~~q~~ ... 8 o - I'l!ll) :l fl ~ ~ ... ~J-ilr" 0 . :c ~ ~ ~ . 0 o II: p il fool .. J- ~ ~ 11 .. ~ 0 " \ " ~.",," ,- ,. \ o ~n~e&.-1~~es Jan M. Wiley Kenneth J. H.green' ~ Dawn Gladfelter Est.tt AssJ.stant Joyce L. Gardner Tn COllJult.nr . Also mtmber SC fUr May 9, 1996 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 In Re: Estate of Alma M. Cockley Dear Register: Enclosed find an original and one copy of the paperwork to be filed regarding the above captioned estate. I am enclosing a check in the amount of $6,225.12 for payment of taxes, as well as a check in the amount of $25.00 for filing fees. Please return a receipt to my office in the enclosed self-addressed stamped envelope. Thank you for your cooperation. Very truly yours, LJ?U.- FY) ,L-u~ lei -.t.N M. WILEY, ESQUI('~ ~ JMW/sdg Encl. 00 ~ :o~ c:- =l~ n- o C'.. l~ 0 II' ) ~ :: -~' c: , ". ,.,) ,. .. \l t: - P (~ r. . w c ;3 ~~~. : () l' - iii ;g~ 0 Ut - 0 an., South &Itimorr Sltrtl Dilabu/g, I'mmylv.ni. 17019 (717) 432,%6(, (800) 68242'0 F.", (717) 43UJ426 , CIi III :;l 0 {j .a .... :J I-< M :;l CIi 0 I-< ..... U III 0 :;l f"- III :>, ..... ..... .... Ul .. ..... c Q. 'M :;l CIi .- 3: 0 III N u :;l .... 0 0 'tl .a c .... I-< III ~ CIi ..... .... I-< o " III CIi U 'M ~ J 01 e CIi :;l c:l D: U 0 , \: ~ t~ ;' ~ 1 , c , " , , I , ( ~ I ,. J i"- 13 - y'{a INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) RlY,I500 IX. 17.9'1 l!! ..:5= 1Il1:~ 01_ :!1m :ico co'" ...~ o 2, Suppl.m.nlol R.,urn DAD. Furur. Inl.r... Comproml.. (for do'" 01 d.o,h oh.. 12.12,82) o 7. elced,nl Maintained a living Trult (Alloch copy 01 Trulll Fa ,nON,SHOULDJlDI COM'Un MAILING ADOIUS One> S. Balt iIrore> St re>e>t Dillsburg, PA iillj9 :D c: _d '-Ci + 20, II Un. t9 I. g"ol,,'hon Un. 18. .nl..th. dlff...nco on Un. 20. Thl. I.,h. OVERPAYMENT. 110 21. If Un. 181, gr.al.r thon lIn. 19, .nl.r th. diH.r.ncI on lIn. 21. Thl. i1lh, TAX DUE. A. Ent.r thllnl,r..' on Ihl balonc. dUI on Un. 21A. B, Enllr Ih. 10101 01 Un. 21 and 21 A on lIn. 21 B, Thll II Ih. BALANCE DUE. Mo~. Ch.c~ Poyable 101 R.gl".. a' Will., Ag.nl '* COMMONweALTH 0' peNNSYLVANIA DI',UTMINT 0' .(V(NU( Dm, 210601 HAUIUUIO '.1112.4601 . AM . I . AND "'IDOl COCKLEY, ALMA M, m IOCIAL lIeu.,n HUM'" ~ 201-16-7982 co INllAll .1 '01 DATU 0' DIATHAml 12/31191 CHICK HIli .. A SPOUSAL 'OVIITV CIIDIl IS CLAIMID 0 PILI NUMal1 COUNlY CODE ';1. I YEAR 9.. 01 lOIN 'S co"ml If ADOI , 24 Te>xaco Drive> ME'chanicsburg, PA 17055 c~. ClI11Ix>r1and AMOUNT .((IIVID IIn INilAUCTIONil /.AI NUMIER ~ 1. Original R.lurn o A, Limited E,lol. ~ 6, DlCld.nl DI.d T.II011 (Alloch copy 01 Will) z S g fd 0: 1. R.ol EllolI (Sch.dul. A) 2, S'ocle. and Bond, (Sch.dul. I) 3, OOllly H.ld SloclcJPortnonhlp Inl....1 (Sch.dul. C) A, Mortgogll and Naill R.ulvobl. (Sch.dul. D) 5. Cash. Ban~ D.po.ih & Mi.cellan.ou. P.nanal Property (Schedul. E) 6, Jolnlly Own.d Prop.rty (Sch.dul. F) 7, Tron,f... (Schedul. G) (Sch.dul. L) B, TOlol Gro.. A..... (10101 L1nll 1.7) 9. Fun.ral bp.n.... Adminlstrotiv. Co.'s, Miscellan.ous Exp.nll' (Sch.dul. H) 10, D.b... Mortg08' 1I0bllltlll. U.n. (Schedul. I) 11. T 0101 O.duetlon. (Iololllnll 9 & 1 D) 12. N.I Vol.. of E.lot.(Un. B mlnUllln. II) 13. Chorllobl. and Governm.nlol Boq,,".(Schedul. I) lA, N.I Vol.. SubiKlIO To. (lIn. 12 minUl Un. 131 15, SpaUlOt Tron./... (for do'" 01 d.oth oh.. 6-30.9A) see In,'rudlons for Appllcabl. P.rc.nlag. on R.v.n. Sid., (Indud. volulI from Schedul. K or Sch.dul. M,) 16, A"""'nl 01 Un. 14 lo.obl. 01 6% rol. (Indud. volulI/rom Sch.dul. K or Sch.dul. M,) 17, Amounl of lIn. 14 lo.obl. 01 15% roll (Indud. volu.. from Sch.dul. K or Sch.dul. M,) lB, Prlndpotlo. du.(Add lo./rom lInll 15. 16 and 17,) 19. Credils Spousal Pov.rty Cr.dit Prior Paym.nls o 3. R.maind.r R"urn (for dolll 01 dlOlh prior 10 12.13.82) o 5, F.dorol Ellol. To. R,'urn R.qul..d _ 8. Total Numb.r of Safe D'posit BOXlI .' ~:J..~::4'~'-~.'_-! ..~ _' _~.__ (1) (2) (3) (A) (5) (6) (71 100 000 00 '0 " (I '" ~ ~ . B S ~ .p '--: ~ Vol " , -: '.~' 3,005.83 17 , 530 , 77 "' (") '~ . o ( 8) 120,536.60 (9) (10) 10.942.83 381.09 (II) (12) (13) (lA) 11,323.92 109,212.68 0,00 109,212.68 (15) (16) (17) x._- 109,212.68 )( ,06- 6,552.76 x ,15 . (lB) 6,552,76 DI.count + 327.64 Inl.r..t (19) (20) 6 225 17 Chl'{~ hl'II' II you Oil' Il..'CIUl...tinn 0 fl.,fund of you, OV('.poylt1l..'nt. 6,225,12 (211 (21.0.) (21B) 6.225,12 Und.r p.nalli.. of p.rjury. I .dar. tall hay. examln.d this r.turn. lnduding accompanyoing Ich.dul.. and Ilal.m.nh, and 10 th. bllt of my knowl.dg. and b.lI.f. It II lru., correct and compl.t.. I declar. thai all real "'0" hal b..n r.port.a at true market valu., D.c1aratlon of pr'par" other than Ih. p.rlanal repr...ntatlv. 11 baaed on all Information of which pr.par.r has any knowl.dge. SIOHATUA!R""2~~IV;9Nsl~..!.!~!~.1IIUaN ADoaus DAII :rFir.~ti492 Carlisle> Pike>, York Springs, PA 17372 5/'7/9(" Of "IrAUl 01"11 I" liP NIAIlVI ADDaUi DATI ' , , w'i1.e' S, Bait iIrore> St., Di11sbur ,PA 17019 r.,- /9 / 9~1 I I LAST WILL AND TESTAMENT I, ALMA H. COCKLEY, presently of Silver Spring Township, Cumberland County, Pennsylvania, make this my Last Will and hereby revoke all prior Wills and Codicils. Item 1: I direct my personal representative to pay all the legal obliga- tions of my estate, funeral expenses, and costs of administration of my estate, as soon after my death as practicable. Item 2: I devise and bequeath my tangible personal property and the residue of my estate to my son, Donald K. Cockley, II, or to his issue, per stirpes, in the event he predeceases me. In the event Donald K. Cock1ey, II predeceases me without issue surviving me, I devise and bequeath the residue of my estate in equal shares to the then living children of my brother-in-law, A. Kurtz Cock1ey. Item 3: I appoint my son, Donald K. Cockley, II, as personal represen- tative of my Last Will and Testament. In the event he predeceases me, renounces, fails to qualify or ceases to so act, I appoint my niece, Karen Cockley as personal representative. Item 4: I direct that no fiduciary acting hereunder shall be required to furnish bond in any jurisdiction. IN WITNESS WHEREOF, I, Alma M, Cock1ey, have to this my Last Will and Testament, containing one (1) typewritten page, set my hand and seal this {hf - day of tA~ , 1984. I , .... " \,', ,~ l , o ~-~-~~ ~~ ~ ~ (SEAL) , Alma H. Cock1ey I Signed, sealed, published and declared by the above named testatrix, Alma H. Cock1ey, as and for her Last Will, in the presence of us, who, at her request, in her presence and in the presence of each other have hereunto subscribed our names as ~~ses in attestati~hereof, ~/~':9~ ~/V'gc; II VERNON E. ANDERSON REAL ESTATE March 12. 1996 Jan Wiley, Esquire 1 South Baltimore st, Dillsburg, PA 17019 Re: Donald K Cockley Estate Dear Mr. Wiley: Pursuant to your request. I have done a competitive market analysis on the above capl:ionod property, This analysis was made to estimate the market value of this property, Market value is defined as: "At a given time, the highest price in terms of money which a buyer would be warranted in paying and seller justified in accepting, provided both parties are fully informed, acted intelligently and voluntarily, and further, that all rights and benefits inherit in or attributed to the property were included in the transfer," This property, in my opinion. had an estimated market value as of February 20, 1996: ONE HUNDRED THOUSAND DOLLARS ($100.000.00 Employment in and compensation for making this analysis are in no manner contingent upon the value reported. and I certify that I have no financial interest in the property appraised, present or contemplated. or in any mortgage secured thereby, Sincerely, 41J.A ,L = Dick HamPton~ Assoc, Broker. GRI 19 N, BALTIMORE 5T,. DILL5BlJRG, PA !70I'). 171717!'!'.0055 . ,71714)2.'1745. FAX: 717.4J~.~Jh8 tach nrliu. l~d('n'ly 'Mnf'lI..nd flprfollf'd 11~.lKlt I" IJ "'j COMMQHWIAUtt Of PlNNSUVANIA IHttlllTANCI IAIIlYUIN IIlIOINT OfCIOINT ESTATE OF Alma M. Cockley Joint tlnanll.). NAME A. Donald K. Cockley, II B. C. Jolnlly-ownld proplrty. SCHEDULE F JOINTLY-OWNED PROPERTY 8492 York - ADDRESS Carlisle Pike Springs. PA 17372 FILE NUMBER 1996-00124 RELATIONSHIP TO DECEDENT son ITEM LmER DATE NUMa'EI FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF JOINT OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 7/6/84 Fanners Trust Checking No. 31.971.45 50% 15.985.73 371580 2. A 1/1/72 Fanners Trust Checking No. 3,090.08 50% 1,545.04 492507 TOTAL (AI.o In'er on linl 6, RICOp;lulo.;on) S 17 530 77 (II mOrl spac. il n"d.d inl.rt additional Ih",. 01 10m. liz.) IIYoIIna.". ITIM NUMBIR A, B, 2. .....~----_..._. --. -~...._....~---..~..-_._---- ,. CCOlMONWUlIH 01 ,.....S'Il'MHIA I"HIIIWlCt we mUI.. 11"01'" OIClO...' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES . .. '---"-- -j- P1.a.. Print or T . Alma M. Cockley DESCRIPTION 1. 2. I'vn.rallxpon,," Myers Funeral Home: Giant Food Store (food for funeral dinner) I 1. Admlnlrtratl... Com: Penonal R.p",..ntali... Commissions Social SltC\lrity Number of Penanal Rlp"'.lnta,;.... Y.ar Commissions paid Attorney Iitos - Jan M. Wiley. Esquire: 3. Family EllImptlan Claimant 4, C. 1. 2. 3, 4. 5. 6. 7. 8. Rllatlonship Add",.. of Claimant at d.cldlnt's d.ath S'",II Add",ss Oty .~ Zip Cod. Proba.. Iitos - Register of Wills: Mbc.llanooul Ixpon"sl Cumberland Law Journal (advertise): Patriot News Co. (advertise): Filing Feesl Notary Feesl TOTAL (Also Inter on lin. 9, Recapitulation) (If mOrl spac. II nm.ll, In..rt addltfonal.hllts of sam. slz..) 1996-00124 AMOUNT 4,389.00 56.69 6.000.00 246.00 60.00 161.14 20.00 10.00 S 10,942.83 COMMONWEALTH OF PENNSYLVANIA l COUNTY OFlCU.-EIIVA/IIfIIXXXYORK J u: -- Donald K. Cockley. II b.lng duly sworn _ .ccording to I.w, dapas.. .nd ..ys th.t h. is the Executor _~___ of tho est.t. of Alma M. Cocklev let. of 2.ilY.er_S.pr.~lm,Towns!lJp._, ____-, Cumb.rland County, Pa" d.c....d and that the within Is an Inv.ntory mad. by ....Q9_JlIll~_ CockleY,,_,!I___ - , th. ..id Executor of Ih. .ntire .st.I. of ..Id d.cod.nt, cons1ltlng of all tho p.rsonal prop.rty .nd real ..tate, ex..pt real ..tat. outside th. Commonwealth of p.nnsylvanla, and that th. ligur.. opposlt. each It.m of th. Inv.ntory repr...nt it's fair valu. II of the date of d.c.d.nt's death. -.---- - Sworn to and subscrib.d bofor. mo, __~~p~rz- Ex.cutor .. Admlnhlr.tor ~ q 19 CJf., _sfJ/h/:j /JldfJd~) NOTAR PUBLIC 1 tlotarlalSeal 8 0- GladteftBr, tlO\&IY P~ubUc . un.. \lOlO '(OIl< coun My J:::=::ExPirest.lBY 1 ,11197 .....,!\lf91'..!I'\'i\'''nI~ A.WlCl3~()!\ at Notaries DIY _~~~~isle pike York Springs, PA 17372 Addr." 01 1996 Month Vea, Oat. of Death INSTRUCTIONS I, An inv.ntory must b. fil.d within thr.. months after appolntm.nt of p.rsonal repr...ntetlv., 2. A suppl.m.nt inv.ntory must b. fil.d within thirty days of discov.ry of additional 1I@lQ Cro ], Addltionalsh..ts may b. .ltach.d II to p.rsonalty or realty ? 7' cr .. 4, S.. Articl.IV, Fiduclari.. Act of 1949. l>' I '0 :II ::Iltll 0' (l'O ,,-' 0 .~. , ~ '.~ n '. - .... " VI ';::1 Z:~ i'~' ..... 1iio i.lI - 0 (, r " C .J ," -0 CC ):>;:1. ,,-4 .s:: III c l;l :J ~ >< 0 ..; H UJ ~ E-< II => ..:l - 0 ~ < :.: II UJ to en I>. I- U u . ~ 0 III 0 to 0 UJ C III ,'" a: UJ U II :I: . Z l- I>. ...J LL .; I>. >< ...J jj 0 , I>. ~ LL :E W 0 < ~ ..:l ~ Z a: H 0 C ~ c ~ ~ - III Z 13 0 a: ~ Z w < ... I>. .... C - ~ 0 ~ to .., .... to E - . II ~ it ...J 0 --r 1. 2. 'lOl'AL : Inventory of the real and personal estate of Alma M. Cocklev deceased proceeds from Public Auction: Refund fran Suburban Gas Co.: JOINTLY OONED l\SSETS: 1. 2. 'lOl'AL : FarrrerB TruBt crecking #371580. Opened 7/6/84, 1\lJna M. Cock1ey or , Donald K. COCk1eY. II, Account Balance with interest to date of death: $31,941.06 1/2 Taxable lmJUrltl FaJ:IreI:S TruBt crecking #492507, Opened 1/1/72, 1\lJna M. cock1eY or Donald K, COCk1eY, II, AccOunt balance with interest to date of death: $3,090.08 1/2 Taxable lmJUrltl REAL FSrATE: 1. 'lOl'AL : Mobile haTe am 10 acres situate at 24 TexaCO Drive, Silver Spring Township. CutDerland County, Pennsylvania: 'lOl'AL l\SSETS c;a.!BINED: 2,799, 75 206, OB 3,005. B3 15,985. 73 1,545. 04 17,530. 77 100.000. 00 100,000. 0 120 536. 60 ~ CERTIFICATION OF NOTICE UNDER RULE 5,6/al Name of Decedent I Alma M. Cocklpy Date of Deathl January 19, 1996 Will No,l..i..~b - (){JI :J4 Admin, No, ~\'l(" -01-;).4 To the Registerl I certify that notice of beneficial interest required by Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on q I Name Address nnnAln K rn~klpy, TT 8492 Carlislp Pikp. York Sprinqs, PA 17372 Notice has now been given to all persons entitled thereto under Rule 5,6(a) except N/A Datel~ S _, '-1-~ L--' ature N Jan M. Wiley. Esquire Address One S. Baltimore Street l""l t:~ - I/) ::In: 0 !!! "" 0 ..,.- 0- , d ...... ..,'~ 0 ,~: . -...... l""l , c N g ':1 t: ~ 'i 0:-: II> 0.:3' ,.a ldtll ~ .:.1: a: a: ~B Dillsburg, PA 17019 Telephone 1717 I 432-9666 Capacity: Personal Representative Counsel for personal representative x V REV-1S47 EX AFP t12-9S* C~HWE'lTH or P[NNSVLVAHtA DEPUTttEHT OF RtY(NlJ( BUREAU Of INDIVIDUAL TAXES DOT. l.0601 MAAR I saURO , PA 1,lll-0601 /3 -Y'I-3 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ACN 101 01-19-91 C'~ DATE 08-05-96 FILE NO, COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUHT. SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WIllS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: JAN M WILEY ESQ 1 S BALTIMDRE ST DILLSBURG PA 17019 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AMount R..ittad CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'y:iSc,rEX-Ai:ji-m-:9ST"iioi"icE--OFuiNHEiiiTAiicE-i"AinipiiiiAisEifEiiT~--ALi.-ciiiAiicE-ORmm_mmm- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF COCK LEY ALMA M FILE NO. 21 96-0124 ACN 101 DATE 08-05--96 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. A.ount of line 14 .t Spous.l rat. liS) 16. A.aunt of Lin. 14 t.xabl. at lin..I/CI... A rat. (16) 17. "aunt of lln. 14 t.xable .t Coll.t.raI/CI... 8 rat. (17) la. Principal Tax Due TAX CREDITS: PAYHENT DATE 01-18-96 05-10-96 TAX RETURN WAS. I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R.o1 bht. I Sch.dul. A I 11) 2. stock I and Bonda CSchedule B) (2) 3. Closely Held stock/Partnership Int.r..t ISchedule C) (3) 4. Hortg.gal/Not.. Rac.ivabl. (Schedule D) (4) 5. Ca.h/Bank Deposits/Hise. Person.1 Property ISchedu1e E) (5) 6. Jointly Owned Prop.rty (Sch.du1. F) (6) 7. Transfars ISchedu1. G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.1 Expens../Ad.. COlts/Hise. Expen... (Schedule HI (91 10. O.bt./Hortg.g. LI.bllltl../LI.n. (Sch.dul. I) 110) 11. Tot.l D.ductlon. 12. H.t V.lue of Tax R.turn 15. Charitab1e/Govern-.nt.1 B.qu.st, (Sch.du1e J) 14. N.t V.lu. of E.t.t. Subj.ct to T.. NOTE: RECEIPT NUHBER AMNP PEN AA1l2832 DISCDUHT It I INTEREST I-I 1.324.12- 2.457,59- I CHANGED 100.000.00 .00 ,00 ,00 3.005,83 17 .530.77 .00 101 10.942.83 381,09 (111 1121 l1S1 1141 ,00 X .00. 109.212,68 K .06: ,00 X .15: IlB) AHOUNT PAID ,00 6.225,12 INTEREST IS CHARGED FROM 05-11-96 TO 08-13-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 120.536,60 l1.~n q, 109,212.68 .00 109.212,68 .00 6,552.76 .00 6.552.76 NOTE. AMNESTY NP PENALTY ASSESSED 2.443.41 4,109.35 96.43 4.205.78 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFlECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SlOE OF THIS FORM FOR INSTRUCTIONS.' " ... , N '0 ':':f .f..? N a.. .. , In " I -, ~ " .:: ... '-' U CD ~ Q)a; a: ~~ "\(). t , .l '" ~ 00 " I' RESERVATION. [,t.t.. of dlcldent. dying on or before O.c.-b.r 12, 19., -- If any future 1"'.r..t In the ....t. I. tr~"'rr.d In po.....lon or enJov-ent to Cl... I (colll'.r.l) b~flcl.rl.. 01 thl dlc.dent .ft.r the ..pltallon of any I...t. for II" or 'or y..r., the Ca-.onwellth her.by ..pr...ly t...tVI' the right to appr.I.. end ...... tren,'.r I~rlt~. ,.... at the lew'ul el... . Ccall,t.r.l) r.t. on any luch future Int.r..t. PIIlPOU OF NOTICEI To fulfill the requlr..ent. of Slctlon Zl~O of thl Inheritance and Elt,t, T.. Act, Act II of .'9.. 72 P.S. s.cUon Zltta. PAYMENT I Detach the top portion 0' thl. Hotlcl end tubalt with your ply..nt to the Algl.t.r of Will. printed on the r.ver.. .Ide. --PWta check 0" ltOtMIy order. p.web.a tal REGISTER OF MILLS, AGENT All p.y.entl ncelved 1h111l flr.t b. appll.d to eny lntlr..t which ..y b. due with ."., r...lnder eppll.d to tfMI t'll, RUlICD (CAli I nfWNI of . tu crHIt, which w.. not r.qu..t.d on tfMI T.x R.turn, ..y b. r.qu..t.d b., cOIIPI.tlng M "application for R.fWNI of Penn.ylvenl. Jnherltene. end [.t.t. T.x" (REY-ISIS). Appllc.tlon. .r. .v.llebl. .t the Offlc. of the R.gI.t.r of Will., ."y of the 2S R.v.nue DI.trlct Offlc.., or b., c.lllng the .p.el.1 2~-hour en....rlng ..rvlc. nu.b.r. for for.. ord.rlngl In Penn.ylvanla 1-100-362-Z050, out.lde Penn..,lv."l. end within local Harrisburg .r.. (717) 717-1094, TOO' (717) 772-Z252 (H..rlng lep.lr.d Onl.,). OIJECTIOHSI Any p.rty In lnt.r..t not ..tl.fled with the appr.I....nt, .lloMIne' or dl..llowenc. of deduction., or ........"t of t.x (Including dl.count or Int.r..tl .. .hown on thl. Hotlc. .u.t obJ.ct within .Ixty (60) day. of r.c.lpt of this Hotlc. bYI AIIIlIN IIIUTlVE CCJRR[CT JONS I D1SCOlln I PENAL TV r --wrltt.n prot..t to the PA Dep.rt.ent of R.venue, loard 0' App.al., Dept. Z11021, Harrl.burg, PA 17121-1021, --.Iectlon to heve the ..tt.r det.r.lned at audit of the .ccount of the p.r.onal repr..entatlv., OR --app.a1 to the Orphan.' Court. OR \ Factual .rror. dl.cov.r.d on thl. ........nt .hOuld be eddr....d In writing tal PA D.p.rt.."t of R.v~, lur.eu of Jndlvldu.1 T,ll." ATTHI Po.t A......."t R.vl.w unit, D.pt. Z10601, Harrl.burg, PI 17121-0601 Phone (717) 717-6505. S.. page S of the bookl.t ''In.tructlon. for Inherltanc. T.x R.turn for. R..ldent Decedent.. (REV-1501) for an .xplanatlon of .dalnlltr.tlv.l., corr.ctabl. .rror.. Jf MY t.. due II p.ld within thr.. (3) c.lend.r eonthl .ft.r the d.CHent'. d..th, . flv. p.rcant (5%1 dl.count of the t.. p.ld I. .llowed. ( ~ The 15X t.. ~.ty non-partlclp.tlon penalty I. coeputed on the tot.l of the t.. end Int.r..t .......d, and not p.ld blfor. Janu.ry II, 1996, thl flr.t day .ft.r thl end of thl t'll aana.ty period. Thl. non-p.rtlclp.tlon penalty Is .....Iebl. In the .... .annar and In thl thl .... U.. p.rlod .. you would .pp..l the t'll and Int.,..t th.t hat bien .......d .. Indlc.t.d on thl. notice. JNTERESTI Int.re.t I. charg.d beginning with flr.t d.y of dellnquencv, or nine (.) eonth. end one II) d.y fr~ the data of death, to the dlt. of peyaent. T'll" which blc... delinquent blfor. Janu.ry I, 1.12 ba.r Int.r..t .t the r.t. of .Ix (6XI perc."t p.r ~ c.lcul.ted .t . delly r.t. of .00016~, All t,ll.' Mhlch bec... delinquent on and Ift.r January 1, 1..2 Mill be.r Int.r..t .t . r.t. which will vary froe c.lend.r y.ar to c.lend.r y..r with th.t rat. ~ed by the PI aap.rt-.nt of R.venue. The appllclb~. Int.r..t rat.. for 1..2 through 1..6 ar.l ! !!!! Int.,..t R.t. Ollly Int.r..t fletor !!!r Int.,..t R.t. O.llv tnter..t r.ctor 191Z Z'X .OOOSU 1917 9X .OOGZU 1915 16% .000.... .91'-1991 IIX .ODUOI 19" IIX .000JOt I99Z 9X .OOGZU 1915 \SX .00OJS6 1995-1"ft 7X ,0001'2 1'16 lOX .000Z7~ InS-I'" 9X ,0002"7 .-Int.,...t I. cllcut.ted I' fallow.. i \ , , , INTEREST . IALANCE OF TAX UNPAIO X NUHIER OF DAya OELINQUENT X DAILY INTEREST FACTOR --Any Notice luued .ft.r the; "II tMCOMl. d.lInquent Mill reflect." Int.,..t c.lcul.tlon to fifteen U51 dlY' bayond tM data of the ........"t. If ply.."t Is ucI. .ftar the Int.r..t CMPUt.Uon dlt. .hown on thl Notlc., ~Itlonal lnt.r..t au.t be cllcullted. " ----..~-~~.._-- . - ~---_-=.._-------_.__._. ...---.--.. , ., _.- --- - .-. ._- - _. -- -'- - --- t~~~Q~7~~,;~:r',t~/~~:'}: ."": > .,-, :<:. ~ -', . ,< ,)', , ~: .hl" ~ " ";;' ,.a'COMONWIALTH OPt PINNSYLVANIA ~;:, j\?;~'l"'" '" ~ ,'" .., .., '" ' , 'II "<, ",.. -~ - ;'>"l'~11r<f'''I-''AItII.&''''''''''0fI It.-' ''i~_.Ji''."y,r). .. . ..,. "J '.' ~.......', (c,~ "'''"? I~j;'i.r ;:, . w,~;f:tPiNNmVANIA)::iWi~~D~"W. ....._. _ _.. ....,.... , " '-' 7 _. ... . .._. ~ ... ,___'. RECEIVED FROM, & ACN ASSESSMENT I!' CONTROL WiI NUMBER AMOUNT DONALD K COCKLEY II 9492 CARLISLE PIKE 161 633!.!1!! YORK SPRINGS, PA 17372 POt.DHIU ESTATE INfORMATION, !II fiLE NUM R Ii 21-1996-0124 !II NAME Of DECEOENT (lAST) iii COCKLEY ALMA M II DATE Of PAYMENT II POSTMARK DATE COUNTY CUMBERLAND DATE Of DEATH SSN 201-16-7992 (fiRST) (Mil " I, " " 1 m TOTAL AMOUNT PAID . . ' .333.22 VZ REMARKS 9 DON K COCKLEY II I ~ RECEIVED Bv....;;lC,t '. :,'.t,II/{,,) ?pz.;, MARY C. LEWIS ,~~;J?v)1!It,~: REGISTER OF WILLS f ' SEAL CHECK41 :5321 REGISTER OF WI LLS ------------ --.--'- --------------',--_._-, <'!' ,., ~ ~ i - ' ~. ~ . . .. , .' -~ -" ~ ~ - ,... ..~ , ., .. . .... ._- --.- r" _I PAVltDCTI DltMlh the tOfl port Ian of th1l Matlc. ... ~It with your pQ8Mt .-de p.yeIIl. to the n.- ... edltr... print... an the rever.. llde. .. If RESIDDfT DECIllEHT ..... check or ..., order p.yeIIl. to. REGISTER OF WILLS, AGENT. .. If NON-REIIDENT DECEDEKT ..... cheek a.. ..., order p.vebl. taJ COtttONWEAL TH OF PENNSYLVANIA. AU PQ8Mts r..l* "'U be ..11... flr.t to MY Inter.st .....Ich .., be due with WlV r_lnder ..,.lIad to the tax. REFUND CCRlI A ,..knf of . tax cradlt, .....Ich .,.. not r....t... an the Tu A.turn, .., be reque.ted b, caepl.tI,. WI -Appllcetlan far R.fund of Penn.,lv...l. Inherltanc. and E.t.t. Tu. (REV-ISIS), Appllc.tlan. .... avallebl. .t the Dfflc. of the Aegl.t.r of Will., MY of the 25 Revenue DI.t,.lct Offlc.. a,. froe the Dep.rt.ent'. 24-hour .......,.1,. ..rvlc. ~,.. far fa,... arderlngl In Penn.,lvenl. 1-110-562-2150, out.lde Penn.,lv...l. end within local Ha,.rlabur. .,... (717) 7'7-'094, TOO' (717) 772-2252 (He.rlng 1.,.lred ani,), AEPt.Y TO. au.stlan. r...,.dlng .rrors contained an thl. notle. should be eddr..1Id tOI PA Dep.rt....t of ..v.....,., Jur.., of Individual Tu.., ATTNI Po.t A.....-ent R.vl.. unit, Dlpt. lIO'OI, Harrlsbur., Pi 17Il.."01, phone (717) 717-65'5. DISCDLIfl'. If WI)' tu dull 11 p.ld within thr.. (5) c..endar ""th. .ft.r the decedent.. dnth, a five parc....t (5%) d1lcCM\t of the tu p.ld I. .Ilowed. PENALTY. The Ii% tax ..,..t, non-partlclp.tlon penalty 11 coeputed on the total of the tax WId Int.,..st ......ed, end not p.ld tMfa,. J."." 11, I"" the first da, aft.,. the and of tfMI tu ....t, parlod. INTERfST. Intlr..t I. ehar,ad bQlmlng ..lth fI,.t d.v of dellnquenc" 0' nine (,) aonth. Met aM (1) day f,oe the data of dlath, to the data of P.pant. T.... which .Me dlllnquent befara J......,., I, 1912 be., Int.,..t at the rat. of .Ile (U) ,...eWlt pa, WW'lUI calculatad at . ulh rat. of .000164. AU tu.. .....Ich bKMe dllI"...-.t an and .ft., J~r, I, I'" ..III baa,. Int.,..t at a ,.t. which ..III VI" f,oe e.lendar V'" to calenda' Y'" ..Ith that ,.t. tnnQUnCad by the PA o.p.,t-.nt ftf Revanua. The ."llcabl. Int.,...t r.t.. '0' 1"2 through 1997 .,.. V..r Int.,..t Rlt. D.Il, Int.,..t Factor Y.., Int.,..t R.t. Dall, Int.,..t Facto" 19" Z'X .000541 1917 9X .000247 I"S UX .00045' 1911-l9n IIX .OODSOI 1914 IIX .000SOI I99Z 9X .OIU47 1915 In .OOU56 I99S-I994 n .00019Z 1916 I'X .00OZ74 1995-1997 9X .OIU47 "Inta,...t II ealculltad II foUowlI IHTERElT . aAWCE OF TAX UllPAID X HUKlER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-An, Matle. I..uad .ft.,. the tax bee.... delinquent ..III ,.flect an Int.,..t calcul.tlan to 'Iftlln (15) day. beyond the etat. of the ..........t. If p.,..,t II ..... .ft.r the Int.,..t eoaput.Uon ut. Ihowl on thI Notle., additional Int.,..t .u.t be calcul.ted. JRD/lune 30, 1992/17858 REGISTER OF WILLS Cumberland Counly Courthouse One Courthouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6,12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: JANM. Wll,IH, t;~u., RE: Estate or AI,MA M. COCK LEY snVl::1l SPIlING TWP Estate No,: 21-1996-124 Date or Decedent's Dealf1l: -19 - 9 6 , Deceased, Lole or Pursuant to Rule 6.12, the above named personal representative or the above named al1omey, if applicable, within two (2) years of the decedent's death, and annually thereafter until adminislration is completed, is required to file with the Register of Wills a Status Report as required by Rule 6,12, in substantially the prescribed form, showing the date by which the personal representative, or al1orney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, u appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required to DOtify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to determine whether sanctions should be imposed upon the deI~ent personal representative and the delinquent personal ~resentative's counsel, if any. AccordIIIgIy, If the requisite Status Report is not filed by 3- 8 , 19!~ you are hereby advised that a request will be submil1ed to the Court in accordance with Rule 6,12. ~ Dato: 2-26-98 ~ C.~.ai_vtlLIt.Vf'}'VJ Deputy gister of Wills . Distribution to Estale File ~' , " , , ~. -..