HomeMy WebLinkAbout96-00476
PETITION FOI( PRonATE and GI(ANT OF u:rnms
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hl,/I.' ,I' Jud i th D. \locker
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M~RY . LEWIS Un'lIo'I V 0------- 2
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No ')1 - 96 - 476
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Eslllll' 01'
.llJlIlT\I II. II0CKEIl
. Deceased
DECIUo:E OF PROBATE AND GI(ANT OF LETTEHS
AND N()\\, ___ _____}l~n_"__~~_ ___ ___ ______ IOj _ ~~_. in wn,idenltion of the petilion on
the rC\'l'PIl' ~idl' hell..'of. ~ali,ral.:lOry proof having heen IlrC\l'lltcd hcfurc me.
IT IS DECRE!;D Ih:n the instrumenl(,) date'L.__':l'CLC~ber__~,_ I_~?O
de,crihed Iherein he admilled to pmhale and filed of record as Ihe !;"I will of
Judith D. \locker
lllld Lellers test-am~_ntary ____.
arc herehy gramed 10"" ____.OJuILEJ i~ab.at]LDichl_
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ID 16453
Carlisle, PA 17013
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COMMONWEALTH OF PENNSYlVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT
OP
JUDITH D. HOCKEII
I, JUDITH D. HOCKER, of West Pennsboro Township, Cumberland
County, PennsYlvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby revoking all other
wills and codicils heretofore made by me.
PIRST: I direct that all my just debts and funeral
expenses, including my grave marker, shall be paid from the
assets of my estate as soon as practicable after my decease.
SECOND:
Dollars ($1,000.00)
time of my death.
I give and bequeath the sum of One ThOUsand
to each of my grandchildren living at the
THIRD: I give, devise and bequeath the residue of my
estate, of every nature and wherever Situate, to my three
children, equally, provided that shOUld any of my children
predecease me, his or her share shall be added to the share or
shares for my other living Children.
POURTH: I direct that all taxes that 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 my estate.
PIFTH:
Daughter, OLIVE
and Testament.
I nominate, constitute and appoint my
ELIZABETH DIEHL, Executrix of this my Last Will
SIXTH:
to give bond
or any other
I direct my Executrix
for the faithful performance
jurisdiction.
shall not be required
of her duties in this
~ ~~-~~~".;.o,"'-"'__""""""'''''''''''^'''_''~_'''''''''~''.'' '.
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IN WITNESS WHEREOP, I have hereunto set my hand and
this, my Last Will and Testament, consisting of two (2)
typewritten pages, each identified by my signature this
day of (J)('~;- ,I.(}?O , 1990.
seal to
.:3
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/ . '-"',-f:/ 7l J,..1. A/~c_&.'_L
./' Judith D. HOcker
(SEAL)
Signed, sealed, published and declared by the above-named
Testatrix, JUDITH D. HOCKER, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her
sight and presence, and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
W!"":/.............
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COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS.
I, JUDITH D. HOCKER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last will and Testament; that I
signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn or affirmed to and acknowledged before me by JUDITH D.
HOCKER, the Testatrix, this ,.:, day of (,- ,~-t, / 'i .; 0 ,
1990.
Notary
" / .
/.'-' N~'. ,.../,-<-- (SEAL)
Hocker, Testatrix
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,...........Y A '..~ An'"
Public
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AFFIDAVIT
NoWlII s.II
Brenda L 1Irohm. Nobry NlIc
Carlitle Bora, CllnboItancI Cotr1Iy
My c..'<1,mioololl ElljlireIJ....e. IIlll2
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS.
We, RONALD E. JOHNSON and . ~:/'-///Iu, /:;'. /'''''C r.' ,
the witnesses whose names are signed'to the attac~ed or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw Testatrix sign and execute the
instrument as her Last Will and Testament; that JUDITH D. HOCKER
signed willingly and that she executed it as her free and
voluntary act for the purpose therein expressed; that each of us
in the hearing and sight of the Testatrix signed the Will as
witnesses; and that to the best of our knowledge the Testatrix
was at that time 18 or more years of age, of sound mind and under
no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by RONALD
E. JOHNSON and '_.1.,-11-.., /=' L,"'-;,-,~ , witnesses, this
.:1'-::0. day of (,/'t.-,. '.' 1990. ~':,J
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~v .//t!~ c .' ;y, V?-7~fBEAL)
Ronald E. Joh son, Witness
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, witness
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Notary Public
Not.... s.II
Brenda L Blohm, Nobry PuIll/c
c",...:. Bora, ComborIMd Col.olly
My c..~II"';''''k.<, Eyplteo Jan, e IIlll2
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146652 COMMONWEALTH OF PENNSYLVANIA
DlPAIll7.t'NT 0' IlfV'NU'
OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
IntII6J II r.....,
RECEIVED FROM:
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ACN
ASSESSMENT f;I
CONTROL I:i
NUMBER
AMOUNT
JOHNSON RONALD E
78 WEST POMFRET STREET
101
!lOt;:)VV.UO
CARLISLE, PA 17013
ESTATE INFORMATION:
E1 FilE NUMBER
21-1996-0476
!I NAME OF DECEDENT tLASTj
1;1 HOCKER JUDITH 0
II DATE OF PAYMENT
S POSTMARK 114TE
COUNTY
SSN 199-03-6379
IF/RSTj IM'I
IOtDH"l
CUMBERLAND
DATE OF DEATH
REMARKS
SEAL
OLIVE ELIZABETH DIEHL
C/O RONALD E JOHNSON ESQ
CHECKII 17
$6,500,00
DO
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TOTAL AMOUNT PAID
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REGISTER OF WILLS
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RECEIVED BY ~" ..,' "'" : , .. u .. C. , '.
' IIGNATURlj ,.....
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MARV C. LEWIS .' ..' -", r
REGISTER OF WILLS J
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
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1".4110111111111 Nl'wviIICl, PA 172/.1
712:'/20 CU"", Cumhl'rl.1nd
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Supplemt!nlal RehHn I ,] J. Remainder Relurn
(fat dale I of death prior 1012.13.821
! 'I 5 Federal Ellole Tall. Relur" Required
1- 8 T 0101 Number 01 Sole Depoli! Bo...,
N/A
fOA DAIlS Of DIAIH AnlA 12131191 CHICK HilI
If A SPOUSAL .
POYIAIY CAlDIIIS ClAIMID I I
fill NUMBIA
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(for dole' 01 dllolh aftef 12.12.021
[Xl 6. Decedent Died Tellole I , 7 Decedent Maintained (] Li~ing Tru"
(AttDch copy of Will) IAlIoch copy of , rUI'1
ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMATION SHOULD BE DIRECTED TO.
,4AME
Ronald E. .Jollnsoll,
nUPHONE HUMlll
2/13-0123
(OM-PUll MAl\lt'C; "'00115$
Esquire 78 W. Pomfrel Street
---.--~------ Carlisle, PA 17lJI3
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2. Sloch ond Bond. (Schedule B)
3. Clo..ly Held 5Ioc~/Partn.nhjp Inlet.,t ISchedule C)
A. Mor'gogll and Nole' Receivable (Schedule 0)
5, COlh. Bank Oepali's & Milcellonea.." Personal Prop.rty
(Schedule II
6. Jointly Owned Proper'y (Schedule FI
7, T,onl'ell(Schedule G) (Schedule 1I
8. Tolal Gron Au.,. (Iolollin.. 1.7)
9. Funeral Expen..., Admini.lrolive Co,U. Miu.lloneovI
bpi "III (Schedule HI
10. Oeb", Mottgage liabilitie" Lien, ISc.hedule I)
11. Total Deduc.tion, (tolalline, 9 & 10)
Nel Value of E'lale (Line 8 minus line 111
Charitable and Go~ernmenlol aeque,U (Sc.hedule JI
Net Value Subjec.t 10 To. (line 12 minus Line 131
Spau,al Tron,fen (for date, of dealh after 6.30.941
See InllruClion, for Ar,plic.oble Percentage an Re~IH$.
Side. (Include ~alue' rom Sc.hedule K or Schedule M.I
Amount of line 14 la.oble 01 6% role
(Indude ~olue' from Schedule K or Sc.hedule M.)
Amounl of line 14 10llable 01 15% rate
(Indude ~alue' from Sc.hedule K or Schedule M,I
Prindpalla. due (Add to. from lin", 15, 16 and 17.)
Credill Spoulal Pa~erty Credit Prior PaymenU
__________ + __!l.50U_.00
_2.4 .._OJO .Hm
10,03 1.86
( 61
( 7)
,j3'
-.j
~.
")(!I
IIi
Li...i
N
.",
(Q I _~_10_1 2.l!J,!i"--._ _ ___
(B I
'J
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r'~.~
-.j
_!2'!.,lJ.f12 . 29
/,j ....
1101 ____~____________
1151
116)
12:1,77/..65
1171
Oiuounl
+-3/12.11
(11)
1121
(131
(141
30,2!!7.h4
I ?l 7.J1.-6 ~
-0-
-----
123,774.h5
z
o
;::
:5
::>
t:
~
...
w
..
12.
13.
14,
15,
16,
17,
z
0
;:: lB.
c
>-
::> IQ.
..
:E
0
...
)C 20.
c
>-
21.
____x.,"'__=
.' .06 =
7,426.48
. .15 =
1181
Inlerell
IIQ)
(201
____~) ,842. II
If line 19 il grealer than line lB, enter Ihe difference on Line 20. Thil il Ihe OVERPAYMENT.
Ii! 0
Chede here if you ore requesting 0 refund of your overpayment.
584.37
If line 18 iI grealer thon line 19, enler Ihe differenc.e on lin" 21. Thil is the TAX DUE.
A. Enler the interell on the balonc.e due on line 21 A.
a. Enter Ihelolal of line 21 and 21A on line 218. This is thfl BALANCE DUE.
Mall. Check Payabl. to: Regl.t.r of Willi, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penalties 0' perjury. I dedare Ihol I have llIIamined thil return, including accompanying uhedulol and ,tolements, and 10 Iho besl of my knowledge and belief,
it il tru., correct and complete. I dedar. that all reol.,Iole has been reporled ollrue mor~et value. Oedorolion 01 preparer other Ihon Ihe penonol reprelenlalive i,
baled on 011 information 01 whic.h prep9rer has any knowledge.
\ION TU 0' ''''ON!.}'';l2' '0'11":,,IlUII' ---iO"""--T7S'-Iii-~ll-Sl ;~~ t----~------- -----~ O~~t'fL
tf... --~~ f ;--, -";"'----'00"" ~~\~~~I:'~~f~~i:-~~~/il D"y'~ ;;.
__C:-!_. Carlini..., 1''\ 17013 -,G'.6f--9L-
1211
121A)
121B)
_._ .5Jl!L,J.L____
, .
. .
LAST WILL AND TESTAMENT
OF
JUDITH D. HOCKER
I, JUDITH D. HOCKER, of West pennsboro Township, Cumberland
County, pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament, hereby revoking all other
wills and codicils heretofore made by me.
FIRST:
expenses, including
assets of my estate
I direct that all my just debts and funeral
my grave marker, shall be paid from the
as soon as practicable after my decease.
SECOND:
Dollars ($1,000.00)
time of my death.
I give and bequeath the sum of One Thousand
to each of my grandchildren living at the
I-<
Ql
~
U
o
'X
~.
~~
, '0
;:l
...,
THIRD: I give, devise and bequeath the residue of my
estate, of every nature and wherever situate, to my three
children, equally, provided that should any of my children
predecease me, his or her share shall be added to the share or
shares for my other living children.
..-,
.1\\
FOURTH: I direct that all taxes that 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 my estate.
FIFTH:
Daughter, OLIVE
and Testament.
I nominate, constitute and appoint my
ELIZABETH DIEHL, Executrix of this my Last Will
SIXTH:
to give bond
or any other
I direct my Executrix
for the faithful performance
jurisdiction.
shall not be required
of her duties in this
COMMONWEAL'l'I1 OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
)
I, JUDI'l'1l D. HOCKER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last will and Testament. that I
signed it willingly. and that I signed it as my free and
voluntary act for the purposcs therein expressed.
sworn or affirmed to and acknowledged before me by JUDITH D.
HOCKER, the Testatrix, this .';, day of Cc:::/-f, /9,/0
1990.
\ 'Li
" '
'.___-/../ //-:'1
.:'/ Judith D.
?
_/~. .-
/~,~c.r'"
. 1
j;.', ).L6-d~ (SEAL)
Hock~r, Testatrix
Jy.0/./
. /t:-/....c..I,(".-
public
Notary
J\FFIDl\VIT
NollriBl S8IlI
Branda L. Brohm, NclMy Public
ClriskJ Bolo, ComborIand ColIlIy
My c..'l1,miosion Expires Jm. e. llXl2
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
)
r' ,
We, RONALD E. JOHNSON and GJlvpli,,1"l /.3. J.<~:;o' ,
the witnesses whose names are signed'to the attacned or foregoing
instrument, being duly qualificd according to law, do depose and
say that we were present and saw Testatrix sign and execute the
instrument as her Last will and Tcstament. that JUDITH D. HOCKER
signed willingly and that she cxecuted it as her free and
voluntary act for the purpose therein expressed. that each of us
in the hearing and sight of the Testatrix signed the Will as
witnesses. and that to the best of our knowledge the Testatrix
was at that time 18 or more ycars of age, of sound mind and under
no constraint or undue influence.
Sworn or affi~ed to and subscribed to before me by RONALD
E. JOHNSON and ,,-_;I, ,,-fIN' /:'. /,-":.-,, , witnesses, this
.3".3- day of (/h.b... ___~_, 1990. }
'2 /
.' ~ ./
-~ .. ' I.: (".
,.-{/~ ,,~. C,' / W1".?r(-sEAL)
Ronald E. J son, witness
/"..~
, '
__ ' '--. (SEAL)
, witncss
. <.:< "<"t"r. '1//<:'<,
llotary Public
No'"," S8IlI
Branda L. Brohm. Not..-y Public
emsl. Bolo. CUmbotlnnd Coooly
My c..'l1'''''''''''' E,pi'... Jan, e 10G2
/..-
Tax 10 No.
JHlS INDENTURE
MADE THE day of
thousand nine hundred and ninely-seven (1997).
in the year of our Lord one
BETWEEN OLIVE ELIZABETH DIEHL. Executrix of Ihe Eslate of JUDITH D.
HOCKER also known as JUDITH H. HOCKER. deceased. late of West
Pennsboro Township. Cumberland County. Pennsylvania.
GRANTOR,
and FREDERICK L. ALLEMAN and JUDY J. ALLEMAN. husband and wife.
of West pennsboro Township. Cumberland County. Pennsylvania.
GRANTEES
WHEREAS. the said Judith D. Hocker became in her lifetime seized as of fee of and in a
certain 101 or parcel of ground together wilh the buildings and improvements thereon erected
situate in West pennsboro Township. Cumberland County. Pennsylvania. and being so thereof
seized departed this life on June 3. 1996; and
WHEREAS. Lellers Testamentary in said eslate have been duly issued by the Regisler of
Wills in and for Cumberland County wherein Olive Elizabeth Diehl has been appointed
Executrix; and
WHEREAS, said Letters Testamentary remain in full force and effect; and
WHEREAS. the within sale is made pursuant to Section 3351 of the Probate. Estate and
Fiduciaries Code.
NOW THIS INDENTURE WITNESSETH. Ihalthe said Olive Elizabeth Diehl. Executrix of
Ihe Estate of Judith D. Hocker. for and in consideration of the sum of One Hundred Twenty
Thousand ($120.000.00) Dollars in hand paid by the said Frederick L. Alleman and Judy J.
Alleman. Grantees. has granted. bargained. sold. aliened. released and confirmed. and by
these presents does grant. bargain. sell. alien. release and confirm unto to the said Grantees.
Frederick L. Alleman and Judy J. Alleman. their heirs and assigns as lenanls by Ihe entirely:
ALL TIIAT CERTAIN Ira~1 of land wilh Ihe imprnvemellls Ihereon ~r~~I~d situate in Wesl
Pennshoro Township. Cumherland Counly. Pennsylvania, hounded and des~rihed as Iilllows:
ImGINNING 011 a stake on the Norlhern side of Mounl I{o~k ({oad. also known as L.lt
21003. on Ihe dividing line helweenl.ols Nos, I and 2 on Ihe hereinalkr mentioned Plan of
Lots; Ihen~e hy Ihe Norlhern side of said Road. Nonh Hl) degrees JO Ininules West 2H7.25 Icel
10 an iron pipe; Ihen~e hy the Soulheastern side of an alley 20 Icel wide. Nonh 5,' degrees 51
minutes East 34J.15 Icello a slake; Ihen~e hy Ihe SlIulhern side or an interse~ting alley 20 feel
wide. Soulh 89 degrees 30 minutes East 8..1 I Icello a Slake; Ihen~e hy Ihe dividing line
helween LOIS Nos. I ami 2 on said Plan of I.Ols. SlIulh 00 degrees ,'0 Ininllles Wesl 2lKl Ice I 10
Ihe Pla~e of BEGINNING.
CONTAINING 29,566 square feel; and heing 1.01 Nil, IlIn Ihl' SIIIt"lllsllln 1'11111 III Ihe
Grantor. as re~orded in the Offi~e of Ihe Rewrder of (keds 1111 ('IIII1It"11 ,'" , '11'11", In I'llIn
Book 32. Page 146,
BEING Ihe same premises which Nellie M. I (ollillger. 11'1111111', h' '"," ""'I'll ~IIIY ,\ I.
1978. and re~orded inlhe Office of Ihe Reeonler of I>eeds 1111111111111 I '1IIIIh.'II,ln" ( '1I111\1y in
Deed Book V. Volume 27. Page 4. grallled and wnveyed unlll l\lhl'll (' 11i'1 ~CI IIn" Jlldilh
H. Hocker. Alberl C. lIo~ker died on . 1')--... IhllS I'esllll)t 11111 lee silnple lille
in Judith II. Hocker. Judilh II. lIo~ker and Judilh 1>, III1~ker were IIn III I Ill' slime individual.
TOGETHER with all and singular huildings. improvements. ways, waters. waler-wurses.
rights. liberlies, privileges. heredilamellls and appurlenanees whalsoever Ihereulllo helonging
or in anywise appertaining. .lIld the reversions and remainders. rellls. issues and proli1s
thereof; and also all the estate. right. title, illlerest. use. trusl. property. possession. claim and
demand whatsoever of the said Judith D. lIo~ker also known as Judith 11. Ho~ker at .lIld
immediately before the time of her decease. in law or equity or otherwise howsoever. of. in.
to or out of the same:
TO HAVE AND TO HOLD the said buildings. improvements. hereditaments and premises
hereby granted and released. or mentioned and intended so to be. wilh the appurtenances. unto
the said Grantees. their heirs and assigns. to and for the only proper use and behoof of the said
Grantees. their heirs or assigns. forever.
And the said Grantor docs covenant. promise. and agree. to and with the said Grantees. their
heirs and assigns. by these presents. that the said Grantor has not done. commilled. or
knowingly or willingly suffered to be done. or eommilled. any act. mailer. or thing
whatsoever. whereby the premises hereby granled. or any part thereof. is. arc. shall or may be
impeached. charged or incumbered. in title. charge or estate. or otherwise howsoever.
Personal Property Appraisal
July 19 1996
Dato '
This appraisal is made for tho owner, or agont of ownor, 01 the Itom(s) IIstod heroin for the purpose of:
Albert C. & Judith D. Hackel' Estate
Ownor/Agent: n 1 ; \1".. P f)p i h 1 ,,'y.f\rll t r; y.
Address: 1 Mnlln t- nn,...k J?n
Loca\lon of Itom(s): It ~ ~Q
City: Nnl.l\, ill n
Phone ( 7 1 7 77 (, <; <; 3 0
51. p"
Zip 17741
~.~~~;-,-.."-.<==-
As appralsor(s), IIWe assume tho Itom(s)\Isted horoln to bo authentic, and based upon that assumption, I/We
am/are of the opinion that current fair market value Is:
Lot No. Quantity Description olltem(s) Value
1 Oak Sideboard
2 1 Oak Oval glass China cabinet
(glass cracked.)
3 1 Maple Rocker
4 1 Small Slant top desk
$125.
$150.
$ 30.
$ 50.
Oale__On thIS date l!We have personally inspocted and appraised the Iteml!>lIiSlf!d ht!Itl,r dnd Ihb priCe!s) given represent my tour opinion
ot curronl rau mafl~t)t value. The undersigned appraise, IS) makols' no warranty .1~ 10 ttw <iIJlhl'IHIClly, origin. condition. provenance or qUlnty
01 any Hem IIsl.,,, anl1 (haluated herein. This ostlmate 01 value musl nol bu con5uhllud .Ul (/IIor 10 buy or sell any Itemls) listed. Furth.r, &po
pralaer(s) dole,) n01 have p'es~' or conI8mpla'o~ InlorOslln an.,. Itoms hUfcin '''led
Principal Appraiser: \ ~..,/. ,(,'~/)'/Jl:J'1 ,'l-,", -
- /IWrlllon Slgnalurol / .
Name: r=:lt..". J. ~10t:lt49r .'wet. Phone 71.... '?c;j 7417
(Typod Of punted)
Address: ~. O~: rh i p(3eAGbHF~ Ra.
City Np"" 1 1 1 p State p" Zip 1 : 211
Correspondent Appralsor (1I any): Nonp
- '--:o.-~--
-,
-
Do\lars
The fee lor this appraisal Is: $
($
payable to
(ApPfaISttr's namel
al
(Addrooo)
(Zip)
(Cily)
ISlalu)
Payment rocelved
(Slgnalure)
(Dalo\
44
"BU7
.IYI~Ut tlUII
,gAb
COMMONW[AI'lt O' PrNN!iYWANIA
INHUlTAN([ IAll Rf)URN
RUtD[N'D(CfDUU
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
Judith D. Hocker
FILE NUMBER
21-96-0476
Jolntt.nont(_),
NAME
A. Olive E. Diehl
ADDRESS
RELATIONSHIP TO DECEDENT
Ilaughter
77 South \Iigh Street
Newville, I'A 17241
B.
C.
Jolntly.own.d prop.rty:
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 2/11/94 Certificate of Deposit
Farmers National Bank of
Newi 11e No. 3009904 20,063.71 50 10,031.86
(see letter attached to
Schedule E)
I
TOTAL (Also enter on line 6, Recapitulation) S 10,031.86
(II more space is needed insert additional sheels 01 sam& sjze'
(~ If' J I,J.
BUREAU OF INOIVIDUAL TAXES
lHH[RIUH([ lAX DIVISION
OEPT. lIOial
HARAlSIURG, PA Ulll.06at
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
'*
,., ---
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
1I'.IUIU'"ltI.'''
RONALD E JOHNSON ESQ
78 W POHFRET ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
06-03-97
HOCKER
06-03-96
21 96-0476
CUHBERLAND
101
JUDITH
D
Anount R...Ut.d
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'y:istij-EX- AFP-ni3:9iY-iiiiiicE--oF-YtiHERifANCE-TAx-jiPPRAisEHEii:r;-ALrOwANcE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HOCKER JUDITH D FILE NO. 21 96-0476 ACN 101 DATE 06-03-97
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E,t.t. (Schedule AJ
2. stocks and Bonda tSchedule OJ
5. Clos.ly Hald stock/PartnershiP Intar..t (Schedule C)
4. Harto_ga./Hot.. Receivable (Schedule DJ
5. Cash/Sank Deposits/Hisc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfars (Schedula G)
8. Tot.l Anat.
( ) CHANGED
HOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
talC paYllant.
120.000.00
.00
.00
,00
24.030,43
10 .031.86
.00
(8)
U)
(2)
13)
(4)
(5)
I&)
(7)
154,062.29
30.287.64
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Fun.ral E~p."I.I/Ad.. COltl/HiIC. Expanse. CSchadula H) (9)
10. Dobh/Mortgogo lIoblllUu/Llens (Schedule II UO) .00
11. Toh1 DoducUons (11)
12. H.t V.lue of Tax R.turn (12)
13. Charltabla/Gavarnnantal B.quasts (Schedule J) (13)
14. Not Ve1ue of Eshte Subject to To. (4)
NOTE: If 8n 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.
ASSESSHENT OF TAX:
15. A.ount of Llna 14 at Spousal rat. (15)
16. A.ount of Lina 14 taxable .t Lin..l/Clall A rat. (16)
17. A.ount of Lina 14 taxable at Collat.ral/Class Brat. (17)
18. Principal tax Due
TAX CREDITS:
PAYMENT
DATE
08-23-96
02-27-97
~n,?R7 64
123.774.65
.00
123,774.65
.00 X .00:
123.774.65 X .06:
.00 X .15:
(8)
.00
7.426.48
.00
7,426.48
RECEIPT
HUlIBER
AA146652
AA185207
DISCOUNT (.)
INTEREST/PEN PAID (-)
342.11
.00
6.500.00
584.37
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7,426.48
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 11. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.)
N
[,
p')
I
i
,
") l'.
(,-
'.
t-
f1\
"
:1
UU
RESERVATIONI Elt,t.. of d~edent. dying on O~ before Dleaaber 12, 19., .. If 8fty future lnt.r..t In t~ ..tat. I, ,r8ft.fltred
In po.....lon or ~JOyaent to Cl... . (collate,al) beneficia"" of the dec~t .,t.r the ..plr.tlon of 8fty ..tat. for
11" or for y..r., the C~.lth hereby ,.pr..,ly rl..rv.. the right to ~r.J.. ~ ...... trenl'" Inherltancl ,....
It the l~ful CI... . (collat.r.l) rat. on 8fty aueh future Int.,..t.
PllRI'lm <II'
NOTICEs To ful,lll thl r~lr..ent. 0' Sactlon 2140 of the Inheritance ~ E,t,t. T.. Act, Act 21 of .995. e7Z P.S.
Section 91UJ.
PAYJtEHTI DetlCh the top portion of this Notice end too.it with your ,.pent to the Rqlata,. of "1111 printed on the r.ver.. tide.
__..... check or HMY order payable to: REGISTER OF MILLS, AOEHT
REFUND (CAh , refund 0' . hlC cr.dlt, which ..II not requested on the TllC R,turn. ..y be requested by cOIIPhtlnt !In -Appllcetlon
for Aafund of Penn.~lvenla lnn.rlt~a end E.tata Tax- (REV-ISIS). application. Ira avallabla at the Offlca
of the Ragl.tar of Will., en~ of the 2S A.vanue Ol.trlct Offlca., ar b~ calling the .,.clal 24-hour
en.w.rlng s.rvlc. nu.b.r. far far.. ard.rlngl In Pann.~lvanla 1-800-S62-2050, out.ld. Pann'~lvenl. end
within local H.rrlsburg .r.. (717) 787-8094, TOD' (717) 772-2252 CH..rlng Jap.lr.d Onl~).
OIJECTJOHSI Any party In lnt.r.,t not ..tl.fl.d with thl .ppr.I....nt. .llowance ar dlsallowanc. of deduction., ar ......eent
af t.x (Including dl.count ar Int.r.,t) a. .hown on thl. Notlc. au.t abJ.ct within .Ixty (60) day. of rac.lpt af
thl. Notice by:
--written prot..t to the PA O.p.rt.ant of Rav.nu., 8o.rd of Appa.ls, Dept. 281021, H.rrl.burg, PA 17128-1021, OR
--.lactlon to have the ..ttar datar.ln.d .t audit of thl account of the ,.r,onal r.prasentatlva, OR
--appaal to the Drphan.- Court.
ADflIH
lSTAAlIVE
CORRECTIONS:
Factu.l .rror. dl.cavarad an thl. .......ant .hoUld be addr....d In writing tal PA Dep.rt.ent of A.venu.,
Bur.au of Individual T.x." ATTNI Past A......ant A.vlaw unit, Dapt. 280601, H.rrl.burg, PA 17128-0601
PhanI (717) 787-6505. S.a paga 5 af the bookl.t -In.tructlon. far Inharlt~. T.x Aaturn far. Ra.ldent
Decadent- (REY-1501) far en .xplanatlan of ad.lnl.tratlvalY correctable arrors.
DISCDlllT:
If en~ talC due II p.ld within thr.. (5) c.land.r Mlnth. .ft.r the decadent's de.th, . flv. parcent (SX) dlsciM1t of
the t.x paid II .1lCMHKI.
PEMALT't:
The ISX t.x .-n..ty non-p.rtlclp.tlon pan,lty 1. coaputed on thl total of the t.1C end Int.r,.t ......ed, end not
p.ld bafor. J8nUar~ II, 1996, the flr.t da~ ,ft.r the and of the talC .-ne.ty parlod. Thl. non-p.rtlclp.tlon
penalty II .....labl. In thll .... aamar end In thl the .... U.. par lod .. you would eppaal the t.x and Inter..t
that has bMn .......d .. Indicated on thl. notlc..
INTEREST:
lnt.ra.t I. charg.d blglnnlng with first d.~ of d.llnquenc~, or nine (9) Hnth. and ~ (1) da~ froe the data of
death, to the data of payaent. TaXI' which blc", d.llnquent befar. Janu.ry 1. 1912 ba.r Intlr..t .t the r.t. of
.Ix (6X) parcent par ~ c.lcul.t.d .t . daUy rata of .D001M. All tu.. which bee.. delinquent an and .ftar
January 1, 1912 will baar Int.r..t .t . r.ta which wIll Vlr~ froe c.lendar y..r to Cllendar y.ar with that rata
announced b~ the PA DIP.rt.ant of R.vanue, Tha .ppllcabl. Int.r..t r.t.. for 1982 through 1997 .r'l
!!!! Int.r..t A.ta D.Ilv lnt.r..t Factor ~ Intlr..t R,t. Dally Inter..t Factor
1912 ZOX .00D541 1'"7 'X . DOOl47
1915 16X .DOOUI 1'1&-1991 IIX .00OSOI
1'14 IIX .ooonl I99Z 9X .000247
1'03 UX .ODDS56 199'-199< 7X ,ODOln
1916 lOX .ODOZ7.. 1995-1997 9X .000247
--Int.r..t I. c.lculatad .. fallowlI
INTEREST = BALANCE OF TAX UNPAID X NUllBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..ued .ft.r the tax beeDle. d.llnquent will r.flact ~ Intar..t calculation to 'Ift.-n (15) day.
beyond the data of the ........"t. If papant II ..sa aftar thl Intar..t cCIIIPUtaUon dlt. Ihown an the
Motlc., additional Int.r..t .u.t be calculated.
JRD/June 30. 1992/17858
REGISTER OF WILlS
Cumber1und County Courthouse
One Courthouse Squure
Carlisle, PA 17013
NOTICE pURSUANT TO RULE 6.12
pENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: mNAl.D E. .1rnNcrN. ~'CQ I
RE: Estate of JUDIlll D. HOCKEH
wr;ST PENNSBOOO 'IWP
Estate No.: 21.1996.476
Date of Decedent's Death: 6'J'9~
, Deceased, Late of
Pursuant to Rule 6.12, the above named personal representative or the above named attorney. if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration 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 attorney, 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, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by B.3.9B , 19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Date: 7.15.9B ~~;~~VfJ VlpuJJ;W-r
Distribution to Estate File