HomeMy WebLinkAbout96-00766
PETITION FOR PRODA TE lad GRANT OF LETTERS
d..1 -9 ,,- 7 (. ,
EsIQlt 01 John H. !Jockey
QUO known lIS
No.
To:
Register of Wills for the
Dtt:tllStd. County of Cumbet:) and in the
Srx:/Q/ Stnmty No. 179-10-2935 Commonwealth of Pennsylvania
The petition of Ihe undersigned respeclfully represenlllhat:
Your petitioner(s), who is/are 18 years of age or older an Ihe execulot:
in the lasl will of the above decedent. daled Jul Y 9
and codicil(s) daled
named
. 19.....2L.-
.
(Sllle reltyanl CUClIm\lancclo. e.l. rtnUnCllllon, dUlh or UtCUIOI, etc.)
Decendent was domiciled at death in Cadisle, Cumbedand County. P~nnsylvania. with
" is lasl family or principal residence al 318 N. Bedtot:d Stt:eet, Cat:l1s1e
(Iut SUrft. numbel and munclpalll)'l
Decendent.lhen 79 _ years of age, died Septembet: 20 . 19 96
al Cad isle, PA .
Except as follows, decedenl did not marry. was nOI diyorced and did nOI haye a child born or adopted
after execution of the will offered for pro bale; was notlhe Vlclim of a killing and was never adjudicated
incompelenl:
Decendent al dealh owned property wilh eSlimaled values as follows:
(If domiciled in Pa.) All personal property
(If nol domiciled in Pa.) Personal property in Pennsyl,'aOla
(If nOI domiciled in Pa.) Personal propert)' in CouOlY
Value of real eSlate in Pennsvlvania
situated as follows: 318 N. Bedfot:d Stt:eet, Cadisle, PA -
S Unestimated
S
S
S
unestlmatea
WHEREFORE. pelitionerls) respeclfully requeslls) the probale of Ihe last will and codicil(s)
presented herewith and Ihe grant of lellers testamentat:y
UC'\tamcnlilr~. olamml\lrJIIOn t,; l.a.; admmnu.lllon db.nc.I.il.l
Iheron.
i, -W:Pt~ 14::k
"'~
..,:
:;:
-.~
~-
~:
;;,
z
William F. Mat:tson, Esquit:e
10 Ea~~ High Stt"~et
Cat:lis)e. PA 17013
OATH OF PERSONAL REPRESE~TATIVE
COMMO~WEALTH OF PE~~S\'LVANIA ~ 8S
COUl'iT\' OF Cumbet:land J
The petltiOnellS1 aho,'e.named sweallS) or affirmls) Ihallhe stalemenls in the foregOIng petllion arc
Irue and mrreCllO Ihe hesl 01 the kno"lcdge and hehef of pelllionertsl and that as per-sonal represen.
lallvelsl 01 Ihe above decedeOl pelllioncnsl will well a I ul' mlOlSle ~hy>mle a cordin 10 law.
Sworn 10 or affirmed ~and . tf;1 ~, '"
before me.fhis . ...;It" . [' ;;
::
:J I'J/J Q
7J~ ' 1 ~
No. 21-~6-(l766
Estate of JOlIN R. 1I0GKEY
t Deceued
DECREE OF PRODA TE AND GRANT OF LETIERS
AND NOW SEI'TEHIIER 27 19..12..-. In considerallon of the pelition on
Ihc reverse side hercof, satisfactory proof having been prcsented be:fore mc. ~
IT IS DECREED that the instrument(s) datrd .JULY 9. 1992
described thcrein be: admilled to probate and filed of record as the last will of
JOliN R. BOCKEY
and Lellers TESTAMENTARY
are hereby granted to WILLlAH F. HARTSON
Will Book .
Page
'II}'. "
, 'Jf
'I 1/ ,,'., }" , (i (I ' IV,' " ) ( ,-" ,e ,/J' ' ('t'
Replier of Will.
FEES
Pro bale. Lellers. Etc. ......... S Rn. 00
Shon Certificates( 2) .......... S 6.00
~ltJHCl':~TM. .P.~Vf.S.. .3 S 9.00
JCP S 5.00
TOTAL _ SIOO.OO
Filcd . 's'l':nf.M.l\F.l\. 2.7.. . I 99.1i ., .... . .,. ..
IVO V. OTTO, III. ESQUIRE
ATTORNEY (Sup, Ct. I.D, No,l
10 EAST HIGH STREET. CARLISLE. PA 17013
ADDRESS
717-243-3341
PHONE
()()
C :.-
:.1
, .
'"
t-l
:,:,
h;
ATTORNEY CALLED SEPTEHBER 27. 1996 ORDERS ATTACHED
21-%-](,(,
'1'111, I' I.. UIllh IlL,r IlH tlll'lllllllhJllllt'11 .1:1\('11 I, ,"fll\:1I "'I'J! ! 11"!Ildl .'11;'111,11 II Ildl'dll pi ,It-.ll!. dnl\ llll'd Wilt. lilt' ..,
Ill\.1I Hl l' t'" r.1t 1'1 H ''Ill.' II LII ,I r 11111 .111 \~ tll bl I, '1 '\ II Il. J I.' Ill. ',r .r11 \' lid 1\ t \ , or, h I 11111 t I'll 1'11111.1111 II! I dlll~:
WARNING: It Is 1II"9nllo dupllcnl" this copy by photostnt (lr photograph.
ht. loll 1111, 1111tlh ,Ill, j.) I,ll
~t)
",';...'..-........'.:,
,,',,'\..\I~ O!!'I,j'~'",
,~/' ';t'.,
~I ~_r,' 'M.';, ','~'\
~I' ... \P-~
U I-
I !~
~\, ' < ,,.*
~,t"~':1 .,~
~l'oj>,.,'" ~'.t
,\//#[111 0\ ~~1'"
~~!!.-
TI~ ~\ .~~IL~~,~U,u..~
3868152
SEP. :..:.,: 1m
Il,lIl'
"'OSlq"-oln
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
""
....T
...
".lIlo-o(Clt...,...._I~
I. John R. Boeke
...
.,.If(,......-"
k)C1'~ 5ICI;.,tylO\lVIlII
.c.......~
\,IloOCiIII I 'Loll
- .
""""
-'1 """"'..
1
....'Hf'VoCltl:.._ I'VoCIC7Df.'...c__...........__--.........__
.....,....,.ec.,.., MOW'ltl4.
12-3-1916 IIt.Holly Spr _1iJ .",,--0
,
Of 0( " ,."'"ITY...""lI..............~."'__.
0101101"'""
'_0.._,
'Nnle
" 179-10
-2935
79
..
ClJuto OIour..
p~,
="0
,,..,,...
""
--
-..
Cumberl11nd --, ",O~-=..:::..--Cnrl t.d f'I
WOIHf"I.......,'...."',..._Soi_
Mary L. Palmer
"
".0....__..
..""'Ul.I'IoIul.......,
-"'...............
~..~...,
Divorced
PVoCI..--...-..........-. ...,.
,""'"
Wh it.
-""""
"-;p..--
~';(\
Cumbt!rlnnd
01 'Huu OC~OOI
,,-~.;;.;.~.::~-:::
1\ Mnr.hinist " Rubber Com
OIc:Ull..'...""H]..OOl'IIl.S.... Ut"- Soft l..e...., ClfUO(", I
318 N. 8t!dford St. ~~llCr
.""-
,.._....,
k
Cnrlisle
....""'IU....oo..SH'.
,.'::'r.,
-
" Cnrlisle PA
,.IHfIll........~.. "-U-l."j..
, Walter u. nockey
N~''''''''''lTr-''''"I
William Hnrtson
1<1000tIIV'OSo
O __OJt._O ..._........0
~.. 0lI'.~...
17013
"OC
o
.
....QfI...&Ht.......OUItQ.OOI'IIUo._ St-.l_",","
10 East HI h St. Carlisi. PA 17013
I'UC. t1111'01l >OOI.""""..t-..,.c:,-.wy l.OX.&;llOOl.~..... .
c.0:...1'\I(.
24.1996
\OCI..U.......fI(lI
J.01314/, L
"...._......~."..,~..._..,...._ 11'....,_....,..
..."..........,,-
. lit.
11011 S rin s Cern. "Ht.
.......&HO.OUln.aOf'.&C!lITl
h219 N Ifnnover St.
.1C1"ll""'''U''
11011
rin oS Pn
S
Carlisi. P
01011 SlQ"lo
..........0.._
7
....,
.,
......CJIU"I'U...(OlQ..IOoC.A.lI....''''lM:OROot(III .\on
...0 -flU
.
.r.N,",: 1........_...1_.-....__",,_....1II..~ DD_........._......-v
~...,_c_...__
.. ""'__"_--' ....... ............tIl'......
,,-,,.-...
!=--==
,
:2.
.....,"'., c..............._--..,._,..
--.....--.....-......."""1
.
"".....UTOf'll"IOoCNIOS '....,...,'''0101.&;1..
-.ua"'''1O'''1t)
CQt.t",n'(lolOf tAUSC
OJDUI..,
v{ I'~~W!
,
I
~O ~
.-. !3-""" -~ 0 0 ~O
0 0 ~
..,- ,,--.-..,.......
0 0 ... '" u I
.... e-"", ""....-- '"VoC.10l''"'^'''...._.,................._. .oc.,~n-_<....__
-'M~M
.. ,~
OATIOf........'"
_0.._
!'''10l1fUVlll'
",^",,'/fJ1II'OM;' ....5C~."""'''''''''''''o:.t\iIUIfD
...
"'.,..'.110(....__
.a:iIlf.".TIlQ"'".ICJA..,....._,.......,(____.,.__(:f'."'...~.,l>'~...,....~''''l,..'''''''''._lJ'
,....-"''''tt--......"'...~.....,.........C......II....'''._'It...,...
."~.NOUIl""IIoQ""'tICJA..,..,...,_.._"'9000t..~,....~...<....(J<lPO.,
'---"'.....--..,........._..."...._...11. -,.........._......".."'.1_...._11......
C1
.VfOoCAl.UVrJf.'I;tOIlD.11l
OtII...UI'.e1..........,.............""UI...II_.'"...,.......".,.."'OCC....U.l'....""'.,...",."4p"K.,....,u..,".u....UI....
"'..._..".1...... .............. ........".....
,..
.
o
:t~~~~~~:"~ftI~~"t.N
~I ,;},I,Qj
(')(") >;5 ~:T.l
c '"T ..,,~
~
i...,
p,
..J
N
Vi
" '"
r\.'J
.' 0
nt.: ' : I
H
'(1: l'ip "() .';, '7.9
;.1\; '..... (. I 1- . .
elc
CUi'
"
,
I :.1/\
~
= ....... f aCl II <'l
~ J ~ ~
.... ~l!i~
.~ a
"-l ~ }, . i\ .
...Ei...... t) ~ ~8x~
~~~~
~ ~ 4
~~s~~
~t ~ <~ :J
. ~ 6
\0-.:> ~
, . . .
,".. .. ..
,.,.1.'
. . . .
LAST WILL AND TESTAMENT
I, JOHN R. BOCKEY, of Borough of Carli sic, Cumberland County. Pcnnsylvania, being
of sound and disposing mind and mcmory, do hcreby make, publish and dcclare this to be my
Last Will and Testament, hereby revoking any and all fonncr Wills or Codicils by me made.
I.
I direct that all my just debts, funeral expcnscs. testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) sball
be paid from my residuary estate as soon as practicable after my dccease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurancc or othcr property
not passing under this Will.
2.
I give the sum of $500.00 unto ST. PAUL'S EV ANGEUCAL LUTIIERAN CHURCH,
West and Louther Streets, Carlisle. Pennsylvania; and a like sum to the SALVATION ARMY,
Carlisle, Pennsylvania.
3.
All the rest, residue and remainder of my estate, I give, devise and bequeath unto my
Tmstee, in tmst, for the following purposes:
(a) I direct that my Tmstee shall hold, invest and reinvest the same. collect the
income arising therefrom, and after paying all expenses incident to the management of the tmst,
to use and apply as much of the income and principal as may be necessary in the sole discretion
of my Tmstee, for the support, well-being and education of my grandson, CHRISTOPHER J.
BOCKEY.
(b) I direct that the income arising from said Tmst shall be payable directly to said
CHRISTOPHER J. BOCKEY as he allains the age of eighteen (18) years.
(c) I direct that the said CHRISTOPHER J. BOCKEY shall have the right of
withdrawal of the principal of said Tmst in the following manner: Onc-third (1/3) thereof as
- ,"\
}tV
J.R.B.
:d
J .
1 of 4 Pagcs
he attains the age of twenly-two (22) years; one-third (1/3) thereof as he attains the age of
twenty-four (24) years and the remainder of said Tmst as he attains the age of twenty-six (26)
years.
(d) In Ihe event the said CHRISTOPHER J. BOCKEY shall fail to attain the age for
distribution of any part of said Tmst and shall be sUlvived by issue, then said Trust shall be held
by my Tmstee for s,1id issue and distributed to them equally as each shall attain the age of
twenty (20) years. Should the said CHRISTOPHERJ. BOCKEY not be survived by issue, then
any undistributed principal or income shall be distributed by my said Trustee to my son, JOHN
BOCKEY. Christopher's father.
(e) Prior to the distribution of the principal of any share, my said Trustee shall have
the sole discretion to invade the principal of said share for the support, maintenance and
education of said CHRISTOPHER J. BOCKEY, or issue if he is deceased, regardless of age.
(f) To the extent that the same is permitted by law, none of the beneficiaries
hereunder shall have any power to dispose of or to charge by way of anticipation any interest
given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and
clear of the debts. contracts, alienations and anticipations of the beneficiaries, and all liabilities
for levies and attachments and proceedings of whatsoever kind, at law or in equity.
4.
I nominate, constitute and appoint WILLIAM F. MARTS ON as Executor of my estate
and as Trustee of any trust eSlablished under this Last Will and Testament. In the event he shall
be unable or unwilling to serve in such capacities. then I authorize and empower the said
WILUAM F. MARTS ON to nominate a successor Executor and/or Trustee.
5.
I direct that my Executor and Tmstee, or his successors, shall not be required to file a
bond to secure the faithful performance of their duties in any jurisdiction.
} 1/. 13
, J.R.B.
. .
2 of 4 Pages
6.
I authorize and empower my personal represcnllltive IInd Truslce, in their sole IInd
absolute discretion, to purehase or othcrwlse IIc1lulre IIml relllin IIny Investmcnts of which I die
seized or any rc.11 or personal property of IIny nature; 10 sell, ICllse, plcdge, mortgage, tmnsfer,
exchange, dispose of or gmnt optiuns In regllnllo IIny or allpnJpel1y of IIny kind fonning a part
of my estate for such tenns IInd such priccs liS Ihey mllY dcem IIdvisllhle; to horrow money for
any purposes connected with the pm!ectionllndpreservlllhm of my estllte; to mortgage or pledge
any real or personal propcrty fonning II part of my CstlltC or to .loin In or secure the partition of
same; to compromise any claims or dcmllnds \If my cstllte IIglllnst others or of others against my
estate; to make distribution in kind IInd to clluse IIny share to he composcd of cash, property or
undivided fmctional shares in property diffcrent in kind fnlln IIny other share; and to execute
and deliver such instrumcnts as may he nccessllry to cllrry OIlt IIny of thcse powers.
IN WITNESS WHEREOF I have hcreunt\l set my hand and sc.111his (t/(u day of July,
1992.
J
.If.
(Jh'(" /~-'7~
(SEAL) 7"
.
~tJ'L L I
John R,' ockey
SIGNED, SEALED, PUBLISHED AND DECLARED by the IIbove-named Testator, as
and for his Last Will and Testamcnt, in the presence of us, who at his requcst, have hereunto
subscribed our namcs as witnesses therelo, in the prescncc of the said Testator and of each
othcr.
~~
/1(J//,
I
(t1. 1 dt
I j. -" ,.
'I j( _ L( ,...J?.:---
J of " Pagcs
COMMONWEALTH OF PEl'.'NSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, John R. Bockey, Testator, 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; that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
/ {)~1t I (j?
John ~ Bockey
f'.,-" 7 '
J;) c' J ~,/.J.c 7
VI Sworn or affinned to and acknowledged before me by John R. Bockey, the Testator, this
q 'aay of July, 1992.
({ll-, ,a
Notary Public
,.:/c " ).
VI I [lit'" I:
!I
COMMONWEALTH OF PENNSYLVANIA
)
)
l NoloriaISeaI
Carine L Myers. f-lolaly NlIic
Ca~sIe Boro, CUfT'lJcrtand
.!!vc~E,p'rl'SMay~
M",l1lJCf, Pennsj1vana Assooallon or No:anes
SS.
COUNTY OF CUMBERLAND
We, .i5,t<t{/r'y' J. \,/(({/(( I~I'<{ rJ1;y/hs E j)1'c.'l/t/IC,
the witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw John R. Bockey,
the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly
and that the Testator executed it as his free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the Testator, signed the Will as witnesses~.and that
to the best of our knowledge the Testator was at that time 18 or more years of age, of sound
mind and under no constmint or undue influence.
Ad~~~ sr.
/".u/JoV~ AI /~/J
.";',/. // ('u a /
.",;//1// {-.l{..~ (. ( ~ /~~-<..
Address ? I 7.4/Y,t:'r.? ,y';',,-(.
'-7&'((17..~/1/ F :-J /7;: VI
Sworn or affinned to and subscribed before me this 111tday of '-}Li~1 ,199,{.
till"I' ,.,,,/. / )('l<,I."
Notary Public ' I
4 of 4 Pages
NotJrial Seal .
Corrine L
Car1o-JeBoro~~NlIic
MvCo~n~E'p~~~
M"f11bcr. Pennsy",,,,,,,AssoaaDOO Of No:anes
r: .
: ~
'l.
lit ::',
.. !
Co<
C\i
, .
.
.&. c , :
v
CERTIFICATION OF NOTICE UNDER RULE 5,6(a)
Name of Decedcm: JOHN R. (lOCKEY
Date of Dealll: September 20. 1996
File No. 21-96-766
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 the following beneficiaries of the above-captioned estate on or about December 13.
1996:
lia.Im
Address
51. Paul's Evangelical Lutheran Church
The Salvation Army
Christopher J. Hockey
William F. Martson. Trustee
201 West Louther Street. Carlisle, PA 17013
20 East Pomfret Street, Carlisle. PA 17013
8106 Cobden Court, ApI. 102, Manassas, V A 20109
10 East High Street. Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(~excfPt: N/A
/' /, ---
[/J" 01. ,'I.'I'II,-,'li.,,:.,\
. A l' ,-j ~lt\ /I' ....v. ~ *'
Date: December 13, 1996 Signature IVV"~
Name William F. Martson
MARTSON, DEARDORFF. WILLIAMS & OTTO
Ten East High Street
Carlisle. PA 17013
(717) 243-3341
Personal Representative
r- 15cE
- '"
Off'
Q)= M .9 _
~,~~ 3: Q., '0
v'r.; 10 t :'.J
- c t)
n '-. - .fii
d.' fl.' u
0'-
<" 0 ; ~; a;
_.~~
o::n
OQl ~ ~~
Q)CI:
CI: 0
1'-.
V
~
(0)
',-,
lJ:
'.._~
21-96-0766
LAST WILL AND TESTAMENT
I, JOHN R. BOCKEY, of Borough of Carlisle, Cumberland County, Pennsylvania, being
of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all fonner Wills or Codicils by me made.
I.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this Will.
2.
I give the sum of $500.00 unto ST. PAUL'S EV ANGEUCAL LUTIIERAN CHURCH,
West and !.outher Streets, Carlisle, Pennsylvania; and a like sum to the SALVATION ARMY,
Carlisle, Pennsylvania.
3.
All the rest, residue and remainder of my estate, I give, devise and bequeath unto my
Trustee, in trust, for the following purposes:
(a) I direct that my Trustee shall hold, invest and reinvest the same, collect the
income arising therefrom, and after paying all expenses incident to the management of the trust,
to use and apply as much of the income and principal as may be necessary in the sole discretion
of my Trustee, for the support, well-being and education of my grandson, CHRISTOPHER J.
BOCKEY.
(b) I direct that the income arising from said Trust shall be payable directly to said
CHRISTOPHER J. BOCKEY as he attains the age of eighteen (18) years.
(c) I direct that the said CHRISTOPHER J. BOCKEY shall have the right of
withdrawal of the principal of said Trust in the following manner: One-third (1/3) thereof as
. '"\
j iJ':
J~ .
J.R.B.
I of 4 Pages
he attains the age of twenty-two (22) years; one-third (1/3) thereof as he attains the age of
twenty-four (24) years and the remainder of said Trust as he attains the age of twenty-six (26)
years.
(d) In the event the said CHRISTOPHER J. BOCKEY shall fail to attain the age for
distribution of any pan of said Trust and shall be sUlvived by issue, then said Trust shall be held
by my Trustee for said issue and distributed to them equally as each shall attain the age of
twenty (20) years. Should the said CHRISTOPHERJ. BOCKEY not be sUlVived by issue, then
any undistributed principal or income shall be distributed by my said Trustee to my son, JOHN
BOCKEY, Christopher's father.
(e) Prior to the distribution of the principal of any share, my said Trustee shall have
the sole discretion to invade the principal of said share for the suppon, maintenance and
education of said CHRISTOPHER J. BOCKEY, or issue if he is deceased, regardless of age.
(t) To the extent that the same is pennitted by law, none of the beneficiaries
hereunder shall have any power to dispose of or to charge by way of anticipation any interest
given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and
clear of the debts, contracts, alienations and alllicipations of the beneficiaries, and all liabilities
for levies and attachments and proceedings of whatsoever kind, at law or in equity.
4.
I nominate, constitute and appoint WILUAM F. MARTSON as Executor of my estate
and as Trustee of any trust established under this Last Will and Testament. In the event he shall
be unable or unwilling to selVe in such capacities, then I authorize and empower the said
WILUAM F. MARTSON to nominate a successor Executor andlor Trustee.
5.
I direct that my Executor and Trustee. or his successors, shall not be required to file a
bond to secure the faithful perfonnance of their duties in any jurisdiction.
" .
) I)). l3
J.R.B.
2 of 4 Pages
6.
I authorize and empower my personal representative and Trustee, in their sole and
absolute discretion, to purchase or otherwise acquire and retain any investments of which I die
seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer,
exchange, dispose of or grant options in regard to any or all property of any kind fonning a part
of my estate for such tenns and such prices as they may deem advisable; to borrow money for
any purposes connected with the protection and preservation of my estate; to mortgage or pledge
any real or personal property fonning a part of my estate or to join in or secure the partition of
same; to compromise any claims or demands of my estate against others or of others against my
estate; to make distribution in kind and to cause any share to be composed of cash, property or
undivided fractional shares in property different in kind from any other share; and to execute
and deliver such instruments as may be necessary to carry out any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal this c;.kv day of July,
1992.
J
.If.
!JJ51i-fS.7
J f'ft't 1
John RvBockey
SIGNED, SEALED, PUBUSHED AND DECLARED by the above-named Testator, as
and for his Last Will and Testament, in the presence of us, who at his request, have hereunto
subscribed our names as witnesses thereto, in the presence of the said Testator and of each
other.
A1tf~
/...,'1, '/
_f"/';i~11 (........
I
I
rv
I I /
f ,-~',...;/u,J.._
,
~ .
3 of 4 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, John R. Bockey, Testator, 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; that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
.,;' /--I1l I
John.~ Bockey
/J
'./ ) ,
,..-, ,
J-0 C'~ /~7
-II' Sworn or affinned to and acknowledged before me by John R. Bockey, the Testator, this
/f 'aayof July, 1992.
/, r'
,t t \., fl.
Notary Public
, ..
<.:--;et" ) )Lc..,/:, I.
.:
COMMONWEALTH OF PENNSYLVANIA )
SS.
~_SeaI
Con're L MjeIs. Natry N*:
CansJe Born. ClJITtlcftand Cou1ly
Mvr.o'!1:l1lSSQ1Ert7IllS~l.1y22. \995
Me"''''''. t'annsyM....~SW'..""'" III No:anes
COUNTY OF CUMBERLAND
)
We, .d,utl / ty 7. ~,~ I; a_ '<-Ill' ();, 'I ! .I /s c ,1:> (:ClJ 'ii-I/ C ,
the witnesses whose nalnes are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw John R. Bockey,
the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly
and that the Testator executed it as his free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that
to the best of our knowledge the Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
A...-I~ Jt,.
Address '/0/ ;;.,.... .5";
/"P/Jl:/J( AI I~/J
,--.
'. . '/.' ." ....a /) j' /'
.//j, /-t...... . .,~~~./!J:,--(..
Address /'1 7,J.//"'t:",, ':;''''''''A
,-n. / ' .' I,:} ;n" V '
/,~f.t~..,../I/ I' i' ,'t:: I
Sworn or affinned to and subscribed before me this ';'t1iday of 'rt~t.<.! . 199..(.
I
l. l !, ;(.
Notary Public
--
,
,
! 'f t ,~.I 1
,
Corm! L-SeaI
t.1"'-JeBorn ~N*:
~ M'CC~E1prps~l.1y~
""""'.l'annsyM.naAssoaallonIll Notanes
..\ /) /I
4 of 4 Pages
'lfIlU'J),o\'AIII nl.~IAlI \'I>:IIIIIIA
IN TIlE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTy,PENNSYLVANIA
ORPIIANS' COURT DIVISION
NO. 21-96-766
ESTATE OF JOliN R. BOCKEY, Deccased
Lutc of the Borough of Curlisle,
Cumberland County, Pcnnsylvunia
FIRST AND FINAL ACCOUNT OF WILLIAM F, MARTSON, EXECUTOR
Date of Death: September 20, 1996
Date Lellers Testamentary Issued: September 27, 1996
Date of First Complete Advertisement of Grant of Lellers: October II, 1996
Account Stated to March 14, 1997
SUMMARY
PRINCIPAL:
Receipts
Disbursements
84,053.15
23.742.33
60,310.82
1.000.00
Distributions to Beneficiaries
Principal Balance Remaining
59,310.82
INCOME:
Receipts
Disbursements
427.87
0.00
Income Balance Remuining
427.87
COMBINED BALANCE REMAINING
59,738.69
Assets Comprisin~ Estate
Fanners Trust Company, estate checking account, as of 3/17/97
Less Reserved Expenses
65,899.57
-6.255.88
59,643.69
95.00
59,738.69
Donald Jones, balance due on loan
PRINCIPAl. RECEIPTS
Rcsidcncc ut 318 Norlh Bcdliml Strcct. Cllrlislc. P A. salc pricc
Rcul Estutc lux prorutiun rcceivcd
Ilarris Suvings Bunk. Chccking 17-00007843. dalc uf dcath halancc
lIarris Suvings Bunk. C.D. 111713136940. dutc uf dcuth haluncc
Cush in wullctund housc
TV CubIc, rcfund
Sprint, refund
Proceeds of salc of 1981 Chevrolet
Proceeds of public sule of household furnishings
Aetnulnsurnnee. refund of car insurance premium
Erie Insurunce. refund ofhomeowner's insurance premium
Loan to Donald Jones. bulance on dute of deuth
TOTAL RECEIPTS OF PRINCIPAL:
PRINCIPAl. DISBURSEMENTS AND CREDITS
Seller's costs on sale of residence
Harris Savings Bank. Checking 17-00007843, forfeiture of interest on closing
Harris Savings Bunk, Checking 17-00007843, outstanding checks on date of death
Donald Jones, reduction on loan for mowing grnss und snow shoveling
Donald Jones, loan payments
United ofPA, telephone service, account payable
PP&L, electric service
UOI, gas service
Aetna Insurnnce, vehicle insurnnce
Darlene L. Moyer, 1996 personal and reul est ute tuxes
Borough of Carlisle, water/sewer service
Schuchurt, Inc., heating oil, account payable
Hazel Dewall, cleaning and trash removal
Hoffman-Roth Funernl Home
Gilbert's Pest Control, treatment
The Sentinel, advertisement
Patient Account Services, medical bill
Carlisle Community Ambulance
Belvedere Medical Center
Carlisle Hospital, deductible
R WC Emergency Physicians
Ken Roush's Hauling, trash removal
Register of Wills, Pennsylvania Inheritance Tax
Register of Wills, liIing fee
William F. Martson, partial Executor's commission
35.000.00
156.08
16,053.79
30,370.00
100.54
2.61
7.13
1.110.00
1.054.00
10.00
9.00
180.00
r
84.053.15
2.471.82
4.40
21.82
40.00
45.00
25.24
55.78
80.89
56.00
282.08
35.46
148.17
405.49
5.518.00
127.20
27.68
5.34
138.49
41.59
736.00
30.13
150.00
4.069.87
15.00
3.000.00
I
\
,
}
I
.
Rcservcd:
William F. Martson, balancc Exccutor's commission
MARTSON, DEARDORFF, WILLIAMS & ()'(TO,
Costs mlvllnccd:
Probllte fee
Advertising Letters Testamentary
Short Certificates
Vehicle registration renewal
Trash hauling
Shipping
MARTSON, DEARDORFF, WILLIAMS & OTro ,
lIttorney's fee
Reserved for miscellaneous costs and expenscs
1,200.00
$100.00
127.28
3.00
24.00
95.00
6.60
355.88
4,200.00
500.00
TOTAL DISBURSEMENTS:
DISTRIBUTIONS TO BENEFICIARIES
Specific Bequests:
The Salvation Anny
St. Paul's Evangelical Luthcran Church
500.00
500.00
1,000.00
,
"
40.76 \
387.11
427.87
I
0.00 I
i
TOTAL DISTRIBUTION TO BENEFICIARIES:
INCOME RECEIPTS
Harris Savings Bank, C.D. # 1713136940, interest through closing
Fanners Trust Company, interest on estate checking through 2/27/97
TOTAL INCOME RECEIPTS:
INCOME DISBURSEMENTS
None
TOTAL INCOME DISBURSEMENTS:
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
William F. Martson, being duly sworn according to law, deposes and says: That he is the
Executor of the Estate of John R. Bockey, deceased; that he is the Accountant herein; that the
. .
IS - l;lll-/3
~l-ERrrANCETAX RETURN
RESDENT IECEDENT
(TO BE FLED ~ DlPllCA TE
WITH REGISTER OFWLLS)
,
:REV.,&OOEX.(7-1l<) *'
COMMOfMtAL tit or 1'[NNSYlVANIA
O[PAHIM[NI or H[VlNU[
0[1" tlKlOOl
IwmlSUURO, rA 11125 0G01
DECEOEN1'S NAME (LAST. rmsT. AND MIDDLE INITIAL)
nOCKEY, JOliN It
i
'or dala. 01 daath allar 12/31/91 chack hara II a L-
.pou.al pova~y crad,ll. claimad
FILE NUMBER
21 I)(,
COUNTY CODE YEAR
766
NUMBER
SOCIAl Sl:cunlTY NUMoru
17l).1O.2l)J~
DAlE Dr DEAHl
UI)/2l11%
DECEDENTS COMPLETE AnDRESS
J I K North Iledliml Streel
DATE or IIlItllI Carlisle,l'^ 17UIJ
12/()J1I6 COUNry Cumberlallll
SOCIAL SECUI"'. NUMBEfl AMOUNT IlECEIVEO (SEE INSTRUCHONSI
I
c
'III Aw~l Surwl'Wtng Sp(MJI.' Ham_II." rlU' And ModoJilt In.ll41l)
I!!
"'ii!2
02sH
!l!a:...
00.<0
~
'. 1. Original Return
2. Supplemenlal Return
4. Limited Estate
<h!z
~~
is
~
!
a:
%
~
!::
~
S
3. Remainder Return
(for dales of death prior to 12.13.82
5. Federal Estate Tax Return Raqulred
8. Tolel Number of Safe Deposll Boxes
(1)
(2)
(3)
(4)
(5)
(6)
(7)
35,000.00
1. Real Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely Held StocklPa~nershlp Interest (Schedule C)
4. Mortgages and Noles Receivable (Schedule D)
5. Cas~l Bank Deposits & Miscellaneous Personal Property
(Sonedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (Schedule L)
8. Total Gross Assets (Iolal Lines 1-7)
9. Funeral Exp-enses. Administrative Costs, Miscellaneous
Expenses (Schedule H)
10. Debts. Mortgage Liabilities, Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Nel Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmenl Bequests (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
15. Spousal Transfers (for dates of death after 6.30.94)
(Include values from Schedule K or Schedule M)
16. Amount of Line 14 taxable at6% rale
(Include values from Schedule K or Schedule M)
17. Amount of Line 14 taxable a115% rale
(Include values from Schedule K or Schedule M)
18. Principal tax due (Add tax from Lines 15.16, and 17)
19. Credits Spousal Poverty Credits Prior Payments Discount Inlerest
+ + 214.20 (19)
20. If Line 191s greater than Line 18, enter Ihe difference on Line 20. This Is the OVERPAYMENT (20)
A. C Check here If you are requesting a refund of your ovarpayment.
21. If Line 181s greater Ihan Line 19, enter the difference on Line 21. This Is the TAX DUE.
A. Enler the Interest on the balance due on line 21A.
B. Enter the total of Line 21 and 21A on Line 21B. This Is the BALANCE DUE.
Make Check Payable to: Reglater of Wills, Agent
.. BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH..
Under panellle. of po~ury, I declara hat I have axaminad this raturn. including accompanying schedules and stalemenls. and to the best 0' my knowledge and
belial. It Is trua, correct and com I declare Ihal all real estata has been repo~ed at true market value. Declaration 0' prepareI' olher than the personal
r.e.pre.anta Ivai. base~o alii rm tlon 01 which prepareI' has any knowledge.
sleme EllSON R N lE F TURN ADDRESS DAlE . J
' ,/n (fit\. 10E.llighSI..Carlisle,PA t7013 1:?/,j-/9t.
SIG TURe OF PREPARER TH ~t;;;4 RE~RESENTATIVE ADDRESS DAlE
,. 10 E. lIigh St., Carlisle, PA 17013
4a. Fulure Interesl Compromise
(for dates of death after 12.12.82)
6. Decedent Died Testate 7. Decedenl Maintained a Living Trust 0
(Attach copy of Will) (Allach copy of Trusl)
. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
. NAME . COMPLETE MAILING ADDRESS
William F. Manson MARTSON, DEMUlORFF. WILLI^MS & ono
'TELEPHONE NUMBER 10 Easllligh Slreel
(717 ) 243-3341 Carlisle, I'^ 17013
48,906.07
7.000.00
(8)
(9)
(10)
17,952.54
552.38
(15)
(11)
(12)
(13)
(14)
x ,00 =
(16)
(17)
71,401.15
x .06 =
x .15 =
(18)
(21)
(21A)
(21B)
90,906.07
18.504.92
72,401.15
1,000.00
71,401.15
4,2K4.07
4.2K4.07
214.20
4,069.87
S4,069.87
..
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN (X) IN THE APPROPRIATE BLOCKS.
1. Old the decedent make a transfer and:
x
X
X
X
a. retain the use or Income of the property transferred,
,.......,..,..,..,..,.,......,.,........,.,'
b. retain the right to designate who shall use the property transferred or Its Income,
c. retain a reverelonary Interest; or
...,.............................,.....,......,.....,...........,...
d. receive the promise for life of either payments, benefits or care?
.."..........".,....."...
2. If death occurred on or before December 12, 1982, did decedent within two yeare preceding death
lIansfer property without receiving adequate consideration? If death occurred after December 12,
1982, did decedent transfer property v.lthln one year of death without receiving adequate
consideration?
X
.......,........".....,..............,.............,
3. Old decedent own an 'In trust' bank account at his or hor death?
,........,..,.........,."."..,.
IFTHEANSWER 10 Am OF lHE PBCNE QUESTIONS IS YES,
YOU MUST COMPLEtE SCHEDULEG AND FLEITAS PART OF lHERETlRN.
X
. 4 -. _ _, ." -_"
.'
*
SchockJlo A
Rlal Estato
COMMOtMt.Alttl or PENNSYLVANIA
lNttERltANCE TAARETURN
RESIOENT OECEOENT
ESTATE OF FILE NUMBER
UOCKEY , JOliN R. 766 Estnte 96
(Property iOlnlly.owned with Right of SUlvivorshlp muat bo disclosed on Schedulo F) All roal oslale should ba reported
01 falr marllet value which Is de lined as the price at which property would bo exchanged between a willing buyer and a
willing seller, neither being compelled to buy or sell, both having reasonable knowlodge of the rolevant faels.
ITEM
NUMBER,
-r,
VALUE AT DATE
OF DEATH
:rrt1iiiCceii'iiinlriici"oTliiii'a'iiiijiio'vcJ'wiITi'ii"iw'ii:slo'ryTriiiiic'iitiiiCTicJ'u,yclllilg'Sii"iiiiic'iii'" .....................jS:OlTO:UO.
318 North Uedford Street, Carllsle,l'A, 17013, being more particularly bounded and
described in a certain Deed dated September 13, 1984 and recorded in Cumberland County.
PA, Recorder of Deeds'Uook "W", Volume 30, Page 956. from Mary L. Palmer to Mary I..
Palmer and John R. Uockey (mother and son) as jointtennnts wilh the right of survivorship
and not as 1enan1S in eommon. The said Mary L. Palmer having died October 23, 1987,
ti11e to the premises vested entirely in the decedent herein. Vnlue per Agreement of Sale,
copy allaehcd. 1
....,...............,... .,.,.........,.,...........".............,............,.....,.,...,.,...,..,.......,......"............,...........,.....,...........................,....,..,.....,.....,...,."....,' ...,........,...,...,.....,.......,.,....
DESCRIPTION
--_..._--_.--~-_.._-- ...--
Schedule A TOTAL
$35,000,011
.,
I
I
I
I
AGRt:t:~n:NT Hilt 'fllt: SAI.t: ANIII'IJIlCIIASt: lit" ilEAl. KliTATt:
lhi. 'tIIl11 Ic\:t1nulltlllltd an.J IJ1(IIU\rd fur. hul lIul Ir,"i~lttlln.
u\r h~ IIltllll~1\ IIf lht lllulrf IIllllhhlllll ^"Ik.illlillllllf tU:M.IORS'
t ^OENT HIR Sm.I.I:R --'1 \ "" ~""'" "" ",', \-- ^OI:N I lOR 1I11HR
JAl:K GAUGlleN RI:M.IOR .I^,:r. 1l^"(;IIRII RI..lllt11l I
,
I'^. lICI:NSEIlIIROI(ER - M. IICENSI'IlIlROKl'R -. --I'^. Un.NSEIlIIROI(I'R-
lhl, ^I'ftmCIlI ntldt Ihi. .____~..!1!.-.__ __ ...____ _ _ llaY IIf ____~~V~'!~b_lll:... . _.- - -.-., IlL ~f'
I. PMINelrAta" 8'I"tt".__._~!!__~~.1I11_d:_'~Y_I.:"t.l}l~__--
(Jc\ldln, al __~_ -. ._~_.._' --.- - .-..-... . .
httrin.fln ulled Selltr. Inti ___~'l.o.n );LJlrnclL --
Ir"ldl""I__l51-~It..lleLRoad.-Ca<lial..f^ 11U13
herein.Utl nUN UU)(f.
2. PRopt:Mn'l Selltl !lclth)' alire' In ull IIllI (IIn\l~) III nU)tr I ~hll hcrrlly illllrn hi IIlUdll\t; All. IIIAI cUt lAIN I.ul nr IliC'l."t'
of ..mlnd _hh buildinl' Ind IlllplU\tllltll" IhtttUll u<<ltd.lf Iny. "no'" II 1': _....3 ItLHarULnc.dlDrd._SUe.e.L.--._.
~!LtIJ.!l~d,^_II,O J ),-,,^--._--'"-'''''--''' ,-.--- .---- --------.
.l. 1.nNINGl llmln. ('Ianinellinn -.-------.- -- -.-...----..--------.---..-.--.-.-------.-.-----.----
1:IUule of1hl1 A,frcmtnllo conlain Ihe lonin, "auifiCllitln t1(tpII",.," ....htle Ihe PlllJ1C'lll (01 udt p.In'llht,ctlf. if ,u~i\iJahlt)
II loned lolely or flrlmallly to f'Clmll ,iIlMle"lmlly J\JlelhnJ' .hantender Ihl' ^11~mtnl \'uidlh e Illhe ofllion of lhc nuytl and If 'ollided
dtpoliulendclttl by the lIuyer ,hlu be returned In the UU)'u without I fequirtmtnt tlf ellull 1,1I0n.
4. TF.RMSI (I) PUlChlw l'lief Thirtv ({'Ie lhou..aruLdolla.u
.------..-----
lS-'---, 3~,.V!!U.OU lTl~ - ) \ I
10 be paid by lhe nuycr 1\ fotlo"': ~ IV f I L
III) m~1'051f C1w\' N,l'.dll J, Nul' U ,. Ih, li.,un, ullhll I 6B6 ^.. "-.4 'II' ...
,,'fflMfIl, "U1f'l DI.hkh II ",ufo, klllD.Ird,td. ,. S .' rlJ .,ol. U ~ .. . ,
II Nol',ID""rdnYntdClllu' torl""lhf______ .s.) 111________ .--.19- ~
'It! AUU11l0NAI. UU'O\1f dlll' "'" or tlthll' Ihf
Idl 8ALANCt m p~aCUA~: ;~Il"E II "'I""'tnl --,19__ ,S s -1t;Ooo-:otr'3' .~ '.1'/1 ~: i
IC~.~I~~~I.~IM~,~h~ll -<~- \
lOTM. ............. S 3~.OOO.OU.
Ifl Wlllltn.rrrou.1 0' Stlkt' 10 M on Of """"1'" _-1!~~.- d., I" _---'.I_o_'V.e:~~~r_---.I' ~6_. I
10 !idlkrntftllO '" 'III6t on or M'OI' tIM __lJtlt--- d" III _December .19..96_.
III lhe Iono.inllhall '" 'f'J'llf1ilwwd pu "tl" ",.nd "111ft' of wllltlll,nl: hi" U I"IN IIIlI .""Iofd. unu.lnlf"" on rnclfl"., ",um...lOftl. (olldtlfl\illium hu
.1Id fIumfu_nn '"01111101I 'm II.n,. .It" Indl.1f .,." ,to" II.n,.I"II1M ..,h .n, othflll"'lbk mMnlclpll "uk". All .uh, T"n.'" ,,," ,1IaI1 M dludrd
,.ml, Inlf" otbn.i" pooldtd bnnn. N/A
5. r.orun .ETTLEMtH1' CONT1NCr.NCYI Thll ~ It IIlbjed 101M ",Iltmtlll 0' BII"'" popnl, kw:lltd II
H/^ "'" Of ""or' ---1!1J.
,. fI!"ANl1N(; co~tl!'ol(;f.N(:\'1 thil 'I'mntfll iIIlIbjft:110 I'" rln.ncin," fona-I.
1.1 PllNCIPAI. ....MOUNT S 1\'l't MINIMUM lElt'"
"'....)(IMUMINITIAI.
INTEUst .....TE ~ MAXIMUM lUTAI. POINTS. INClUOINO lOAN OIUllINA1ION Uf, 10 HE PAm BY lllE BU\'U:__
TERMINAl. DAlE 'or ObCainin, finanrin,l'ommilmrnl
B,oh, m., IlhlM DII)" 01 fU\ttbk ~UI", of morl,ll' Undl. but tanllOt uwmt 'tt~nttt>ihl, fOf obt.inln, 011)"'1 mo""", II wd 1011I QMOl '" obtaintd
I' "',,'n p~MRd.lhll A,,,"romllh.1I '" NUI.l. A,""O yolU Ind III dfroIlt rnonlf1lhlll '" ,,,ulnNlDIM BU)fl 0001 bdOl' dllt Df Mtllnnmt II pooldN herftn,
IlIb)<<t t.o."n 101M pO'III'Mllln pat.,upln "'".'~ 61'1.. - .. --
Cbl BII," IhaII m.I' I cnmrkltd .rr1Klllon 10. 'nfWll'lltblf Imdln,ln"IIIlIlM fOf 11M uId IlIan .uhln. uknda' d.,1 from I'" Stlkr', 'M"lI"'.1 ,,"wI.
Should th' Bllrtt fail to m.h _h com~td .ppUclllon .llhln I'" Irrdficd lim'.II Illall tit Ill'" ~_1Oft nf I'" SrlIn, .lIhln n" "I (t1f!1du d.,llhfn"I" In:
iii ~%~:: :f~::r:::;~~~i:~ralvr~~'f ~:::~I=:: :11ftllIUn raid P11IC'((lIl1I1 .iII tor fOf ftlt'd In StUn II hquld.ltd dllnl,n. Illb)tn 10 I'" allln Ind
Ciil In Iblmcf DI.,lurn lIOllc.' 10 Ihf Bllrtt bJ 1M ~lln drll"in,lhll AIlft1Mnl NUll. AND YOIO.llIr rondilkNIl~ ronlln,fM'J pl'01ldtd IOf In Ihll p".,um.
10,r1M' .Illt .n, flIhn flll.netn, <<NIlinll'lKln Iltal mil' bt tIn"n or mdnntd tIn"D. lh.lI ntlll'lfllff p"lIl. Indlhll A,lrtm,nllh.lI,""ain ,ffK1i" IttDIdlD'
tD in Inmlllllhf IUIIr m.n"" " If Ih' (orIdlllOl1 .nd (onllllll'lK1' .n' nul I pIIt hftrllf.
lei ScllnOl A'm1 mllll"<<;" I.'illfll urmrailmmt ,tbd Ilnlil Ih,dal,of Mtl\nnnll. Ill!' llIt.ald lOIn. 00 01 "'fDf'lhfll1mllltldanlt'Pft"ll\fd. IIlh, uid rommllmml
II nor furlU\tIN .llh Ihf In"'I" Ifll'Clfttd hn"n. Of on OIIM, 1""'llIfttPltd In_ .UIIlI' b, lilt BII)n. on or tltlOfr 1M Ifll'C1f"d 1Stlt,!iodln thtlllt..' I'" OfIIlOII.
II Ihll d.lf. or Ill' OIhf1lilM ItIn,.rln. dUlill,lM I"m of llIlt ....llranml.lln\ll. bllll'KJl btJond 11M d.n of UUlrt Dr IIv 'OIDIIIlII!IfIII bJ 1M 5c1kt'. 01 A""I. 10
d,d'" Ihil AJfffnlt1ll NULL AND \'010. b, .IUltn DOCk' 10 I'" Bu," n'hil/tIn dtclliorllo ,lfI(". ,._lIkhllmc a116tpl11t moJnifl paid Oft 1C~1I1 dI.11 tit "IUlnrd
ID Ihf Bu)". Iublftt 10 Ih, I"rmtfll u'Qlllttd.lf .n" p~idtd lor In 1''''II.m IUbl: III. HII. .nd 11111
Idj Srlltt herd', .,n" 10 ""mil inlClf'C1IDn, b, ,IIII'1orI,td IM"'IIIff"'fJ'I'lIbk Ct'llIrlffl.ndfor HII)" "m., be ffqlll,rd b, tM kndln, illUlllIl10n Of lnwfln, .,mOn.
('I StIIttIwf,b)"'f'ftIOpt'additionalID0II""dIKUllnlpuinll'nd/0l1oanOliainlllOll'ffin(l~lIfIbvUTobl.inlnlfinllKln,f101S1.ltndln,in,lilllliofl'fQlIl,lnl
'11' (WIt Of.1I ",.lor,uid 'ffl. f'l"mld,n,lh' lot.1 of "Id 1m don not fltttd ~.. of 1M .mOllnl 0' Ih' IIK"t"I'
1. SU11J!i Of ,,'.uU "Nil S["F.R: Sfll" .I,,,nl\ 1"'1 thil rtnfltm il vuiltd b, -crnh1 ic: . .Il".nd _~[i~I~li-c"_-_--
v.r'. hllhn. !irUn .""nlllhIlIMw I)U""I'" flllh ~Id fOf_ .nd. " Dflt" d"r uflhll '11,"",nl .ff III ..IIII.-ulff IIfWIIlIn, tondllklft. It "1"'" .101".111""",,
I' rtIU~', !'kll" .'rI.n,I' 111I1 "'/\h, h" no notKf "om I mllnKlrllll, 01 hom munKIf'llllllhollll" Ihll fIlIhlK .IIn an~~ ~~...."k~\"'.1ofd fIf In,,,11N
I. MUNfllrAI. 1""RII'Utl.NTIi: Sttln h.. no null,,, tll mllnklptllm",o,,,,,,"I' I,u~h" """..111. (ulbl. ftc.1 'It'p_~_-:..:..~J!.'J~-----
A","IIII' ptbhc 'Nd m.y ,tqllilf il1l1lnrt 01. iii."." lX(lIf'1"" rnmll hom Ib' Uff\lrlmrnl "I Tr.nlJ-Mllhon
.. !i'll1AI.l'I.AII't~': _"" ')In,,.'r~t-~_r_U~r<1~I~J..'-:'E.i!::...-t2-'.~------,--- .~---------.-----
-.---.---.------.-.--...------------.
-_._---_._-~.._------_._~-_._~ .-~._---
________._____.__..~__ _u__..... _ ._.__._______._
..~.------- --,-------_.-----~-
..-.-..---------
..---.-.---.----..--.------.-----.---
..----.... --.------.-------------------.---.---.-.----...---.---
II. A1TAl"f1Ul Allnt:..'II" '" mid,. r-Illlllhil ^,urmrnl' I; WlM-.lln'n"lll.n llllld..n rll"lo'"u 111'11>." "11",nll \!lr "'.I,r 1 :IUA'V....
11 n"IIAlfno:ft.'llnlfnl I' Ill"",ln.t'fI.llun [IOIMIIII
11. .t:R\Cl!\(Al.lll All 1'\1.linl "'umNn,. ",.Iin,.'" (undlllonin,.nd I"blln, liohn" 111I<lud'II, ,h.ndfhrn .nd 'fllin, lfMI.nd "oJ""' 'rf'U1Ifnll'lllhflft" .nd I"'rllln,
. fII'llhflf<ll. .nd oIM I'fIm'Mnl 'I\lur"." .rll" .1II1nlr\.lfIlnd', Illln. t .11. .nlfnn.'. "'I'U .nd 111I'" ',U""I,I<"""ft .nh .In hl..11 {Irrtllnl. "'-11'1:"', ,"Mm
..,h .nd/or dool'\. Ih.dn. ..nln,'. omnl." blind,. (oupllnll fOl.uhrmllIC .'~I .nd dll"l. rt~. IIdl.11II (0'"'. ,llInl'", ..lftlOll""U, '"lllm UNnd'. .IIII'"'
'D.II. dlll'fl' 100 h.rd..". nlrlain u"h.(ulllin wd h.rd"", .nll'". \hubt>n,. ",.nlln" no. in UI' 11ft pornl,. ,II"r d<~1f Dr"fMI. ,"rdl; iI.n" Ilnlnllmllk.lll
,,,,ptd In Ihil AII"",'nl. IIf 1Il1.llldnllntM..k .nd ptr.h.~ p'" !\I..,,, Dllhf .bu., m,nll.Mlfd Ilrm. ,hllll t>t ,tlllo.td (II' Illhulllll,.s b, I'" ~tll" !rum prnll'" .Ilfl
d.., ollhi, Aprnnmt. An, Iflllalninl"u1Inl.nd 'tll {<1II1lnlfllfll "llItd un I'" rttllll~'" 11m' 01 IfIllf1Mnt "' .t", 1",llIdtd IInd" Ihil Alrttmmt_ SIn" h",'" ..",.nll
111I1 Iv/lllf .111 d,b>" 101101 IIIk 10.11 of I'" .md" dr...-lIbN In Ihl' (OI1',"rto. .rlII.n, IIIhf' holul" ," Ilfml..f fW"''''lh, 'r"I'"lIiull, ,,1Ifd1l1fd III t>t i",llIdrd In Ihl'
\&If. 5,lIn .,.lInl\ .11 r1umbtn" hUlin,. .i' wndltlODln,. mKhtllKII.nd t1f\UKIII,lltIII1Ind fIl"IJIITl,nl.1Id 'rrh1rKn hi bt In pDI'" .'.'111' OIdn II 11m' of "'1lt-lMnl
l"'I."unl,dortllUlllluh,(I<I\lnl.
__._.__________~_.u.
----~----_.~_._--_...
-_.-.._--~----
...-.------.----------
~_~\^~- ... ~~~>~~\ f)
"- ~!?o Nol Write In This Spaeel ~
\~~~~lt\~ @\~ SCH. "A" (,I,)
J,
U. IIIIt """11""'1
II' IMI""'U',. fI'I""""""'f.llIlffl' lI"'I''''h 11"".I..,'&l.I,......r, I.,. """"""'1111""'.''''1111'''''10.".,..1'''"''''''',1,,'1'11'''1.1111....1\'91,'1'".11.,..'''.
I U'II". ..."Iot,,,, 1t.llk"""'. "'''''''''''''.''''"W.".,j ,,,,,,,,, ,,,,..If.,,.. 1O,"lIdl ,..."b. lO'''k' .."",........" .,.._ "' "..""""... U.It~ I...... o,,,lk "I~'" II.. .""",,1
,""f1.,.....""llkl..".. .t>.",<k.."I".r,(<&IIOI.".t,~lll"I,,,..I.nJmltl,,,,,,, u,...,.... ...IlN",,,..,,I,,,.,,...,,,II.,,,lo "'"'''''''''''''1''''''' "" 1.,.,111 II'"
I'" Ihrll..,,,..Il,,,,,,"'M'''U.._,'',
1'1 T",,,,,,,,,"..t.of Ill"'''''.''''''. IlIn..."""....""",.,,".itJ',..mlor.UHIl. .11'''' Il'Ilu""U'II""..,.."..,.I..,
1"1 ..... 1'''''''''''1'''' 11,....1,,,........, In.I,... ,,,' "","''''' .,,1, ,.h",'"I......." ,",," II'.' I "...., .~ ",,- ,., , .""noh.,.. I,. "'''1
...,. "N"..u.I".....t....'...I...JIII.J""..,,,,,,,..,,.....,..,,,
1"1 II"n,', ,""It..\ ~,~_.., ,"'10 .n.1 ~.....,. ....10" .~hll.'" .....,1 tw,....
',1 ""' I""', ,.. ."..". ."',hltl..t" ......lIInJh ,.... I.." I..,,,'...... '''''I'''''''' ,I... ...."..,,,,, """",", 1,..I"'I~r,..,.",.....1 olI\ ..t",,,,1t ~1.1,1,,,,,,.,,,,,,,I,",
1"'""'" .,,'11... ""'"'10''' ,tw""I), .10,111... I'. ",.1 .....1.,."11,,. ~I 'h. "'11" II"..,.... ."1 ",,'n '"~ """.1 "..,,,,1 h ,... II",.. "'If'I"....1 hi... "".".,.. ",,'1
... Wl........IIJ...,oIl"....I..' III.,,,
loll III 1M ."ftC I"" 'VIII, "....,N' I" "'" .,,,.1.,,.. ",.,hl''''' hili." ......., .,U... ''''....,ll.. . "I."""l.! ,.11. ''''''1'&''1. l"~"" .. """lahl. II,ot" ,10.11 10,., ,10,
(tf'I"" M' I..'". "HAllIlr., ,"'....1..'..".". ."!I<...I."''''''''''lttfl....Offlll....., ".'.11I all.......'....,...II., ,10, I'"," 1"110.""111, .."..,,,...' ..111"1",..10...
J'lk......'h, ~UI' ..11 ,,,,,,t...,,,,,,,,, ""\" I.., ,."....""....11"'..' 1!w11"1"1,..'h,.,,.., ""I".,h,tIon 1'..I,"I,h 111~1",.,"III,I'iI, ..",.".lllIl'.II.III.f. 114<1.
........ t""I"," .,,", l!w" .10.11..."" 11"1..,1,.'",,,, ".....Iflt~"""'''''". "I th, 1.."'...1....'....."..". ","''''V"' .1,.111",,,,,,, Mill ".." \UIII
II. ''''114''''11'' 1l.'I~I(,I"'I.""" ",."11.... "I ,ho h~," ,.II..,''''1lI ."",tIIl"'''''' ~",..,...r.. pi'''. ,hllIl"I..JJ I" A.,..ll,.. .hI,"".., .1...",.II'"aln 11"1" In
.11 '''hi. ..'...."111.."11....."..."'"........ 1"".."11..... ..llhn II,'rI"'."'III .,...1'"1''''' .,,10 .n '1'1"".1010 I.., .,.., "'lIbll.".. II,.". t,,. IIot "'l~' ",... "I....., !wI ..,If
1lf'I...., IIoW &at "..Mbr.J ,...... UII'"'''' .1 okl...... ,,,noS..., 1M aoul""'" ,,' Ihl! """
Illhtf.U.d"J'I'''''''.l'nllhtO",n .IIoI''''....tll' "tf'.hu"uh,lt.Jh'I"".lrl."'I."..nl_III",,,t.r.nl..,,"hlr'n'''''h''hlld...."".nd..lt.....t...h..okh.fI'h"
II..t"vt'ht "'111' ru' IIh.."., 'I,",..,,'ht okl...'1 .n"'"",~ ........,." .nll." "1"""111 "'I.'''' ""'" .n.r...I'" "'. "1,01,.,,,., ",,," IIIItll ....I"'''n ....,tI,..,
'" 1101 '"'"' I1M' "~nl .nd:,,, !'luha."", '''"' ;",,11I01", ""'""'" Ill' 11M "U..II..1 .&.,.'..1 "'.-., 11M II"flt'1 1IIII'1lf 'iIlha"II..I....<nIhIr IItlll""" trrl "101I1 .,lI
toIpIloI"II"'l'llltl""",,,.,ht,,,'IIl,,,Y',,,nl
It 1't~\I""InN "'-II U'IIII":
III (''''''''1\11I i. h' tor ",llIntd tot..trTd. h".,... !'h"".1 ",,,".U....'"' "..". '..""I,n.I,I.,,,I.1 tI',"", Itn" "t ""lIm."I. ,.. Il, dtnI.nd '1\",,"'",' 1".tllI"',
Intwhlll IhI 1_ '" It''Imon" .11""""'"" "'''"' to., "J'II'lIIl Iltr",Ill~'I" till' A"_,",, .11,,"" ,,,Ion_I" .rot,'II1" 1,,,"" lturn ..1I..~1l+'I.'..1.. '''lilli' ....tt'lIl
.., I""..bn. ..lIIkllril' II """ "I .,,11'''1 allll.. A.,..._..I tI' Stir" 1.111111 ,,,ul'"fd
thl !it11N .,n IID4 '"1ft III'n '"111I_ "'\41.t. .,",", "!lII"'''' "I U'\llll' "'111'1, ,1'"1, I" .d,I,II.'n.llul.l1'lll. d., r"'",I..., .,'hnlll 111"'"' .nll", "....,M ul IhI "q'f'
10I 't"m.alllllllnlll.II'.."'ltddtnl.....(MIllhawmolllf'lIton'to'....'"
toll 'h.,,, If'"'"~ 1M 11.101 hi lit..,. J'I'VII~""III'"tl""II'''' III 1M 'Illltnl ",rmi".. .nd .111 ,."u.. 'N"''f'I"'' .1..1I........II,<tfI..1 ,.....III'l'"lio1l
IS.ILUIJ'IIIM:
,., firllrr lhaIIlMiftC....,Ill Popttl,fi..N.llI'. dlt,... ....'klfll'lllln rat'"IP, III tlnnllJIlItd .n'f"".'n.1 plllp'T1' 1l'"'nc.U, 1l...lcdhn"....iU J'lnIII' ullllllt"'n.
__I.....,.....II'''..,..td.
1911 !it11N ,1I.lIl1fu .... 0110"11".. II" Illlllhtf 1111111" \lnhlll"" III IftIkmtnl. '" IhI IHIII ",..,m..t lolht J'l11'f"~ "1 II'''''' .IIhrt tll".It,. nil'" .hill ..... 1M
IIfClIlfIof 1""lnd'lI. '''1' 'J.tflllfIIl.fkI'"'hi... h.nd ""WIt, ralll ~ I<Tnunl "I' I111l1f1'l1... 1M "'''f'''II, .11111 INn ulflJ,".... ."" Iht 1",1lft'lh Itl .~, lll,tlu...,
'"!n'" ......."...... to, !le11N p"," I' N"to, f.ufll..... 1101, ht fIl" InIlW' IIh "'I..itahlf 'flln"I'"I"" !,,''('IlI, .1 ull!w ""11'''' Iht ""rUN.I' ul lhi, .,,",",Inl,
lA, 11.llf1\f.NrAIION": II It 1"..11'''10...1 lhal R..,,, II.. ....1'1'11\1 Iht J'I"I""". '" ht".., ..1..' I"" ",11I111 d"'OI.nd Nllht "" ."tnll" JItl"haW"'" ,,,..11..1,..,91
, ""ptdlolJ IIld Il+JII ........... of III Iff nlt...I' \lP;""1IJ "p'fW1ll.hrlll"WI'''' I"t ~I""'", '"' ",hn ollll". I'IJlfIfI u, ""riot" III !wI"', ",'', lilt '1'"I.,llht "'I""""
.., Df I'" 1111"" ......rn-. 1114 flllrIo,..... ,.. Il, . 11""","1... "'".", If .n,. "' '11' 01 hi.'Il" ulnrn_t .114 fill",,",," &lid Ihll M'''''' II.. ...."'" '0 rutrl"" II
In '" J'ltvlll .......""'" ....,,,, ,""".'" 'r'",r...t "'''III ,"d lull,," I<lnn_""'," Ih.l'''' .f"""","Il"II'" r-","'If "'" 'l....11fd 1ft MldtI'," I'fi(IIkl11l1fl """II\OI1,,'",
tfIII.....,".. III """I>MII'Ill.1 m.tln,.nd lhallhl' tou,,, III!....... WI'lI'd III~I hi '1'" '"') '''l''''' '" .ttlt ,,,., 'M ...'1........, 111,,"1' III l"'oM rlCWl. 1111 '''"M un.itl""...I
IhIllltt. A&lI'I1IlI111 u.III'''I\ lhe.htok "'''''''''' btI.l'I'lIlhI' "'lIn'nd Illl,,,.nd llInt II' n" III""lnm.. "N'.IIIfIfll, (tnmlllll, "1"......11\1..... IlIIC'11l1lnll 01 wnd"",,,,.
1IIa1111Dllln.llI'ol.II'.'nd.hlllClI'I"l""'''nul.IIl....k hIUll't"""',I..itll,"'IIlfIlI'....nlll..t\if.h",...llRIIlndl'd,I......rdlllllllJdtr....nuIII.II.'"i,,'1I1'\"'N
..,IMparl,"",,"""
U. aU:UaIllN(i: Ih.. 'l'rnM..IIII.lIl1ltf tit ,,,0I.snl ill ItIt- Ulr.., ''''1'''' MftI1Id,", ,,'1.....11 '" '" .n, "f"" ..Irll' III rll<'''' ruhl..: ,,,ned..nd If h..," '''''"I'''''.! I""
",__ 01 ,__ 011'""'" 111I_ la ht ....,,,dfoJ. !lelln 1fI1). II lIivhn urt""'. ,tn.II" ",.. _II III ". bI,...h of 11011 ."fl'ftlfIIl.
IL AMIGNWI.NJlll1it AII"",'N III.U lot bind'", uJ'IlII 'M ."1'"11_' ht.". ,."Ulne'. .dm'"nUltn". ............". IIld, III I"" rate" .wpblr. OIIlh, .....lIll1f tilt rllhf'i
hanG,1t twill' 'Irtnll, undntlood, 110....". 1....'1" II",,, ,11.11 noIlI'''llr, Ul 'UI." I"" .....""""', .nhotil '1M ."U... U"'W", "IIhi' !IIlU" bn", flnl OMl'nN
It. NflN.U"III.IU III' "fiF-Nt: h<<1tlllm., tw f'IuI..lf'lI to,. "ra'I",,'_"I01 .o.l4tnd"mh.lht. ",1"",,"" II,fntl.j,,, ""b ",'"tlll.lf ''''.'If "I",..nlln. "III'.
noIlhrB+ttn.
II h flrrnll, undtTtlaoI..... ..'~ tort.rtf! 1M f'lllin hndD lhallM ""till lI.mld 'rrll', hlt'h" ""'f"""'''' .fIII..m....".... 01 '"' Dirt,,, "' rall",1 01 ..tIlI .nd
III' rournll.lI. beo.,,'nd hi",," uln"",u". .n.rmlploytft I!IlIIII,olfktr or pall,,"" IhI U"'I'".IIII, betlh'"1 Illill,II IItnt 011I, ill 1tc1",,",lhI (".,n .nd Stl""
1",",,",.114 .1\1 ia non", ."".....". br btl"II.Mr it....l, Ul ""'t'llD, 10 nthn r-n, fOlIM rn'Ulmllll.'t al III, Itl'lll 01 ""fII.1I1 flf Ihil A.,fl'ftltIll Dl 1.11 d,"'I.n "II
IIII_rnIOlftllll<< IM",f.
211. Or.lA.VLT _ n-..r L. 0'- nm 11'if:1fCf.: Tltt ~Id Ilmt'"' .11,",,",1 Md III Ofhn hnrt' ",",,'II la r", ,lit rnfmm'llll' al II' af 1101 CIbll.-kMt. GI I'" ....'""'"'1
"I''''',b, "'~ 10 11I'..' 111I...-., GIIIlI. A"ffftlfIIl.!ihoukf I'" Bv,,"~
"1 hfll"lfI.h,",add'lfOfIll p'''''''''''I....,n'lI'dlll "'II".r/l4.
Ihl 'lifllj,.. f.IM I. "....""rkt' inll...m'IKwt '" I.... Stlln,ltll ~I"'l" '."'1. tlllM IIICt,I"t' lmtin. (OllCTI'II.n. 1M II......', 1t.1l III nn.....ullllllll. III ,.,1 In (""PII"
IlIlhe f'I01tUIII' 1I111or moI'l,.,r Ioall .I'fIIICIlKKl, .hil;h ad, _ovl" lfI.Uh ... 1M l..h.llln nltcllll ,''' 'l'I'looalul . 1II001,.ft 10.11 U_II"""I. I"
lei \'tu&atror I.dlu 1..lfill.ndrn'Clfm ""of Ihrl"lIIlUf rondollunlO'lNI A"tfmtnl.llwa h._b l...., Ill~ _andOlIla \lIIQ'pQI br IbI' hilt" tIII..'....II1
of lIor pIl,dl'''' rrlU, _,,"ha 'lqlluld", .hil A..f'fllltIll.... filii, Ill" be lIulMd: . " ,. ."
::!, :: ~:'::: =~I:','::li::'~:'~~,'':''1d lIor II'IIn lSrmIl\lJ IhI' 11111 J'U'(hall' rell'.1II
lliil ..bqt&ilIIttddalllll,"lor IIKh bI,..h.
1\ IhI Stlkr n.., rIM:. .....111 1M I'_1'IIl 111I1 Ilttl'idkt tll'\1\ 10 tdlllllllf ~ 1\ ..qlllduld d'IIII,tt In Krofd.lIl:t _1111 f'tll"'r/I lfll'lhill.lhI \din lIIal1 ~ ,,1t.1t'd
1,Ilfll'U ...bibl'.... ohlt..I"", II 11Ii, A,,_"II"1lI111' NUI.L ...NU YOlu.
21. ar.co"r.ar tllNDI A 'till tlCllt 1<<01'''' ,..lid nltu 10 ,rilllbww &fI, lIIIIlDlI..ha 11I1 obIalntd. final (i_UI\ldl!llflll ''''"11' rfllll.,hanl. 11.1 ""11 lif",," ...'''.
10 IlIud, mlU'fII""'IIIIon, II' tt...--rI. III' .ul......'II.nlln.OIIIM .ha ".11 tlftn VII,toIr In (OU",I 'M jl$d,""flll .ft" nh...lIl"._JlItpIIlld f'llllIIIMr.-.tin I." ('''''
r'fIrlktail,.houIlhI' rulllf,n1l11111 '1I"'~4
lL auL Ul"AnOlli'UTE a':M)lunu~ !liUlr.M1A~,dilpUl'OIlla1m ."lin, wi III Uf ul.lIn.In lhi, AllftIIIIlIIl,lhI' ....,Il.h 01111I, Alrf'f",",1 'If I'" ,",k, reoltdfll
In ,d11lol1lo lhit Aatemwtll ItwII br wbnUllf'lllalllt'OSi.IlDll '" _aOldllKt .1I1t ,.... klIk1111d P,llIwwn 01 IIII' Rul blall' 01""''' RnuI"llUII, S,llnn. Ullpuln 11I.11 '1II1utlt
'''''NM........m.adtbJIM bII)'I'I. ttlln,Uf all' bruhl, _.tof, IUbt,f11I,or Ill"'" pl'ftoflOl C1lIIIl.II WII"<<Iion .lIb 1"'\11I'. pIIdlatoC. nl&tICIlI..coodtllDlll.t" olhn III'"'
af IhI' rrllf"ll' 10 ......h I"" A,.rttII'lIl pl'flllllt illf"luol'lIl. ."hnul IImilll""'. Ilk.ahl"" or (llQI.uIlDtfll, II'lIIll'PUVllllltoa, ar&bIaK, alldfor '"ud.
n. plOI'Woft. of lit.. ...."'.p11 ,dah.,IO ~ IhIIl _m. 1I'l11nnr1lt ~ thI I"b)<<t pcopcrl, or ...ba lanUuliOll or IIW A&!1lUIHOl.
8"," udwt'" ..h_ltdllllllllb!:rIt".fllU,wd,.uol,lfIdundllrstud thr lUDliIrd an~ btOdUIICandlll1n .lIdpoudllln'or thr I'" F.It< Ih1ruu _....If..
1l0IlS,uftft.
U. DDCalmn: nr.AmNGI n. ....IIIII_t hNdjll".W'd twreilt If' rill cvn",,1rIIce Gill, and Ill,.,. "I'1lCII IlIItIIdtd 10 lndl(ll' all fll thr ..IU.... tJllM Itr:U,1f\I .hlo.h '0110...
IhmI. Acnlldittatr. I""" dIaD Iutw no I'fJrt1 _hlt.- lit drtmnInlII' IhI' n"'lt '" flbll.llflJ11l Cll' I'" JIIRICI.
14. "GUPllNTlnll5 AOREEMf.NT CONTAI"'! tilt! WIlOl.E AOlF.EMEp.{f IU!TWFFN till! 'Ul.lER ANn BUYU, TIl1!IIr.AIIE NQOntfll Tl'IIM~ (11111(1".
lIONS, COVENANTS, IU!PIIUrNTAnoNS. ST...T1'.MI;NTS 011 CONDITION!. OIlAI. Olt OTIlUWISE.OF ANY !CINO WIlAT!\OEVEI CONCEIININU IIlIS
SALE. EXCF.rr AS AnACIIED to TIllS CONtRAlI,
~
(\)o No1 Wrlle In This Spacel
This Is . IClall, blndlna tonlract: It nol undcnlood. con5ull your IlIomcy.
'n ",,'-1: TIIII IloNlIlIllII 1'1" tit ",",IN b, ltor 811tn m ~1In and 1I'"""illtd 10 IhI rlIhn 111I ""Ill"'" b, IIklu Yo""" "","IN.nd +kb,,,"',.. ,...11 ",.ntlll. IIIIt
Il1U tit b11ld111' 11111011.91 Uf'nfltd by 1M ~Ihn QlI 1M nll,.II.1 dooflllf'lll.
A PR( \'ALlY IUn"I'".~~rol,I'" ~7"'3;~~lIrlldi"'lototkl.lI,botindh"cto,. "..,:;t,,,ncI, 1"'11 hand"ncI_ lIah I
~ _ ,../JIv!p:;?~~ R""'_,_..~
...,.uIIlIltJ~1 , , .,.
A:~::::::: ~~Ut:r;I.: ~~~II'IIIUb, .::'=-::.~~-llL,. .~:.'"._____m ,~Ii -t]mn'. ':tJ:t'c, .- - -. _~"':::
'..w.n" '" ifl,iirr.---
",';I~'ln 0::""" L,..., ..,- "'.
l~/2..)
*'
Sc~eE
Cash, 8lI1k Olp06its aoo MIIICOIIIlOOUB
Pnona Property
COMMOH'M:AlTIIOF rtNNSYlVANIA
INtIERITANC[ 1M RETURN
R[SlotNT DECEDENT
FILE NUMBER
7M. Eslllle lJ6
ESTATE OF
1l0CKEY . JOliN It
(All property jolntly.owned wllh Right 01 Survlvorahlp muat be disclosed on Schedulo F.)
ITEM VALUE AT DATE
NUMBER i DESCRIPTION OF DEATH
-r.- . tirrrs''Siiviiig5lJiinK'CliiiCliiiiii'T7~O'IlO''01g~'3'~1'6:11~lJ:3'9'T'',j::rO'..iiccruiia.iii'iiiriisll...................... .....................T'6;O'S3':7lJ
..........1:.......... T liiiTis'SiiviiigS'n'iiiir(C'iii'iiTici'ilc"iirO'iiji,isii"T7=n':T3'69:rO'''oO':rT7:1S..+..252':7!.iicc.r,iiiiT......... .....................3'O'.;31O':llO'
interest)
..........l..........Ciisrr........................................................................................................................................................................................................JUO'.:s~.
..........:r:..........'YV.C'liliTc.of'Ciirlislii:..rcTiiiiiT...............................................................................................................................................................1:(j'r
..........S:..........Uiii'iiio.orpi'i.;.riiliiii'a...............................................................................................................................................................................7].3.
..........'6:.......... Prociiiiifs..iirji'uoliC'siirc.ofpcrsiiii'iil"jiriipci'iy.........................................................................................................................T:O)~:'O0'
..........1:......... Proccc.ds.or'S.iilc..iirr98T'CIic.vriircI'Mii1i1iu................................................................................................... ........................I';rw:O'.o
..........g:..........\OO.iiiiTd.]OiiC.S.;.Diilii.iiCC.llU.ii.Oii.TOii.ii"fr'iiii'i.iJiicc.acili......................................................................................1............................1'8'0:0'0'
..........9.:.........i'iciii.ii.riisu.i1liicc;.i'iiliiii'a..iirv.cTiiiilc..iii.sui'iiiicc...............................................................................................\.............................2'8.:0'0'
..,...,................"..,.....................,........,...............................................,........,..,....................,....,.........,..,............,..,.............,......,...........,.......,...........,...,....,..............,..
Schedule E TOTAL
$48,906.07
IDHARRIS"
D. SAVINGS BANK
lIarris Savin~s Operations Cellter
635 North 12lh Street
Lemol'ne. Pennsylvania 170.1:1
71717:11.1HO
717/7:11.9392 Fax
~ 3, 1996
M1rtsal, Deardorff, Willims & otto
Ten S1st High saeet
Q1rllsle, PA 17013
The infornntion which you requc~tcd on the
Br:x:key ert:ate (!:or:inl S~curity Humbr.r
I\CCount(ll) of
179-10-2935
John R.
) is ns follo~m.
Account !lumber(ll)
17-13-136940 17-00007843
6 Mths. cert. 0lecltinJ
1-26-89 3-1-88
$30,117.28 $16,049.39
252.72 4.40
30,370.00 16,053.79
Wividual Wividual
ClaSll of Account
!r.lte Openee! .
Principal Balance
Accl"Jed Interellt
Dalnnce nt
1)n te of Dca th
Account
Ownership
No J:eCQId of a safe deposit boK.
lis me of Joint
Owner, if any
3-1-88
1-26-89
Date Owncrshin
\I.~s tstnbli:;h~d
Additional Infor-
r.Illtion Ilc'l\lc::tcd
y,
-.L?~
Gretchen L. calc
Sr. Retail JIdr.inistratial Services Rep.
SCH. II c.'~ I-K-ms I <\.A.
*'
Schedule H
FlIlll'lll Elcpenses, Ad11i11stJatlw Cools
and Miscelllleous Exp1ll9llS
COMMOtMQ.lTU OF PENNSYlVANIA
INHERITANCE TAA RETURN
RESIDENT DECEDENT
FILE NUMBER
766 Estate <J6
ESTATE OF
DOC KEY . JOliN It
ITEM i
NUMBER i
.
A. : Funeral Expenses
.....'Y':.....:TI'iirriiiiin:'Riiili''fiiiic.iiirHiinic.:"t::ii'ilislc.:.P7\...............................................................................................................................S.:H8JIO.
DESCRIPTION
AMOUNT
.......,...,..;,...,..,.....,...........,...........,....,...................................,......................,...,..,...,....................,..,......................,,,.....,............,..........,.......,.......,.......................
,
!
..............i...,..,.....,.......,...............,..........................,....,...,.......................,...,........,................,...............................,...,....,....,.....................,.....,........,....................
....,.....,.......,......,....,..".......,...,........,....,...........,....,......,............"..,....,.,.......,.............,...,........,.,............".............,.......,...,....,,........,...,....,..,.,......."........"........,..
..........................,............,.....,....,...............,..........,........,.........,........,........,........,................................,..................,....,.....,....,..,....,...,..........,........,..,...........,......
,.......,.......,....,.."...."......,.....,.......,..........,..,........"........,........,.,........"..,.....,...,.........,..........................."..........................,.,.....,......,........,..........,........,..........,...,
.............~r..'~.:~~............:...................................................................................................................................................................................................................
B. Administrative Costa
1. ! Personal Representative Commissions 4.200.00
William F. Martson
Social Security Number of Personal Representative:
201-16-0551
Year Commissions paid 1997
2.
AlIomey Fees MARTSON. DEARDORFF. WILLIAMS & OTIO
3.750.00
none
3.
Family Exemption
Claimant
Address of Claimant al decedenl's death
Streel Address
City
100.00
Relationship
Slate ZIP Code
4.
Probate Fees
'\
\,
iI
. ..._...~.- .,- -
C. Mlacellaneous Expenses:
.....T:.....!tegTsicr.ofWilrs.:..SIi.oi1.C'eni"ficiiic.s.......................................................................................................................'1".........................3..'00'
.....2.:.... Ciiiiilicrlii'iio.Ciiw.Jo.umiil:...AiIvc.i\isinifariinfofr:citei's..........................."...................................................r.......................6U:O.0
.....j:..... TIic.Sc.iiITiicF.7\ovei\ising..Griiii'forr:atci's...................................................................................................................................li7.:28"
.....4.:.... Tli.c.Sciitiii.el':...i\i1vci'ii'siiig.cii'i"...................................................................................................................................\..,........,.............27:il8
"'""5:''''' HiiZCl'UcWiilt:...Cleii'iiiiji..iifp.crs'iiiiiil'pr'iipcnY"................ ..........................................................................................................4US.:49"
'"''6'.''''' Reii"'Riiiisli's.Hiiiiling:"Tiiisl'i.i'eiii'iiviir........................ ...................................................................................................................:1:4.5:0'0
.....7:..... Ui1lic.i\.S"P.iii'fl;'ssTiiniil'lles'fC'iiiiti'iir:..Pest'lrciitiii.ciiY".........................................................................................l......................1:1:1.'20'
....K....Si:lriicl'iiii't;"lnc::...Fiicl'oir...................................................................................................................,..........................1.....................T,nn7
.....9:..... Tiiivcler'S77\ctiia:..VcniClc.iiisii.iii.iicc........................................................................................................................ .........................56.:00'
....Hr..p'P"&:t':..ElcCi'iic.sciVTcc...........................................................................................................................................................................28":77
-,Jro,""."""'-....---...--...-..-.-..---.---.--..-...---..--...----..--.-.."",
....l:1::...tBii'i'iiiigli..iifC.iiilisle:..Wii'ici'!scwci'.sciVTcc.............................................................................................................1.........................3"5:4.6
....n.:...IC'iimmo.iiw.ciilili..iirpcii'iisylv.iiiiiii:..Vcliiclc..iegistiii"ii'iiii....................................................................................l........................:1:4.:00'
....l.[...\JiiCK.aaiiglic.ii.lteiirESiiite:...Rciill'iir.s..ciiiiii'iiissTiin.o.ii.siilc.'iif'p'io.jicny"....................................................r.................2.:mO:Uo
Schedule H TOTAL 17,952.54
Schedule H
Fmeral Elcpense&, Acmi1lstratiw Costs
COMMONWEALTH OF PENNSV\,VANIA
INHERITANCE TAX RETURN and MlscelllleDUS Expenses contilued
:::;:::-.:~~~:;:::~_~~~.~~~;~:E:~~~!:~ :'.::.~. ' >
....'\'5.:...!CiiiiiiI'YorCiiiiiliCilii'iiiJ:..'\'''!o..rciilIYTiiiiiSfCfiiiX......................................................................................................................'''3'So':oa
....1~:... O.iinaliJ.Jiiiiiis:..iiiowiii.if".........................................................................................................................................................................3.s:ao
....'\'7':... 'R'ciiisfii"i'OfwnfS.i"Filiiig'fcc................................................................................................................................................................"s':oa
....111:... Riisc'iViiiffiifiidaiiiiiiiiil'riiiil'iiSl'iilc"iiiaiii'iiiiiiiii'cii'cxPc'iiscs:.liIiiig.fciis;.c'iii.:.............................................. .......................Sou:ao
............................................................................................................................................................................................................... ....................................
*'
page 2 of schedule H
--,.....--..------
... -.. -""".~"._,
.'
LAST WILL AND TESTAMENT
1, JOHN R. BOCKEY, of Borough of Carlisle, Cumberland County, Pennsylvania, being
of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all fonner Wills or Codicils by me made.
\.
1 direct that an my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall
be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds of insurance or other property
not passing under this Will.
2.
1 give the sum of $500.00 unto ST. PAUL'S EV ANGEUCAL LUTIIERAN CHURCH,
West and Louther Streets, Carlisle, Pennsylvania; and a like sum to the SALVATION ARMY,
Carlisle, Pennsylvania.
.,
,
3.
An the rest, residue and remainder of my estate, 1 give, devise and bequeath unto my
Trustee, in trust, for the fonowing purposes:
(a) 1 direct that my Trustee shan hold, invest and reinvest the same, conect the
income arising therefrom, and after paying an expenses incident to the management of the trust,
to use and apply as much of the income and principal as may be necessary in the sole discretion
of my Trustee, for the support, well-being and education of my grandson, CHRISTOPHER J.
BOCKEY.
(b) 1 direct that the income arising from said Trost shall be payable directly to said
CHRISTOPHER J. BOCKEY as he attains the age of eighteen (18) years.
(c) 1 direct that the said CHRISTOPHER J. BOCKEY shan have the right of
withdrawal of the principal of said Trost in the fonowing manner: One-third (1/3) thereof as
, ,
j ,v.
J.R.B.
I of 4 Pages
J~ .
he altains the age of twenty-two (22) years; one-third (1/3) thereof as he allains the age of
twenty-four (24) years and the remainder of said Tmst as he allains the age uf twenty-six (26)
years.
(d) In the event the said CHRISTOPHER J. BOCKEY shall fail to attain the age for
distribution of any part of said Tmst and shall be survived by issue, then said Trust shall be held
by my Trustee for said issue and distributed to them equally as each shall attain the age of
twenty (20) years. Should the said CHRISTOPHER J. BOCKEY not be survived by issue, then
any undistributed principal or income shall be distributed by my said Tmstee to my son, JOHN
BOCKEY, Christopher's father.
(e) Prior to the distribution of the principal of any share, my said Trustee shall have
the sole discretion to invade the principal of said share for the support, maintenance and
education of said CHRISTOPHER J. BOCKEY, or issue if he is deceased, regardless of age.
(t) To the extent that the same is pennitted by law, none of the beneficiaries
hereunder shall have any power to dispose of or to charge by way of anticipation any interest
given to such beneficiary; and all sums payable to such beneficiaries hereunder shall be free and
clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities
for levies and attachments and proceedings of whatsoever kind, at law or in equity.
4.
I nominate, constitute and appoint WILUAM F. MARTS ON as Executor of my estate
and as Trustee of any trust established under this last Will and Testament. In the event he shall
be unable or unwilling to serve in such capacities, then I authorize and empower the said
WILUAM F. MARTS ON to nominate a successor Executor andlor Trustee.
5.
I direct that my Executor and Trustee, or his successors, shall not be required to tile a
bond to secure the faithful perfommnce of their duties in any jurisdiction.
,j I) 2)
I \. )
./ J.R.B.
2 of 4 Pages
COMMONWEALTIl OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, John R. Bockey, Testator, whose name is signed to the allached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as
my free and voluntary act for the pUlllOSes therein expressed.
.i r:--II l I
John ,~ Bockey
'J
...) )
,.-,
J:J C"~ /~'l
1/ Sworn or affinned to and acknowledged before me by John R. Bockey, the Testator, this
'f 'aay of July, 1992.
I~ ~
f ,f. ~ 't.(" i
Notary Public
,
\ ,
I j: ~,:/';' 1
, --.~~.-
, \
COMMONWEALTIl OF PENNSYLVANIA )
SS.
~ NotonalSeal
Contne L M,1!<s. flolaly NlIc
Carlsle Bore. Cumbct1and
M~~E'[)'tl'SMOY~
M.mOCl, ~tIIV1Sy1v""~sw'''''''''ol_
COUNTY OF CUMBERLAND
)
We, .d, ('.' / r'y .1. \, ILl; (. c: './."<' I) ;, y ; l,'.~ C. !) '=('/P:'I/C ,
the witnesses whose naines are signed to the allaehed or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw John R. Bockey,
the Testator, sign and execute the instrument as his Last Will: that the Testator signed willingly
and that the Testator executed it as his free and voluntary act for the purposes therein expressed:
that eaeh of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that
to the best of our knowledge the Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
A,,-I.tuJ! 1L~
Address Mo/ /1/;1/ sr.
/'P/I'VL AI /~/J
/. ., ',I r, '
.?'/'/ !'l~...' ' .ft.,~~ /~...-(.
Address ;,'/ 7J" /'1:.." ,ll'-",.~
,/' /' ".1 1,-7" 'I
,"0':1.(17..."1.1 I~' ,w"/ . '/~ . ~
Sworn or affinned to and subscribed before me this ~! III day of
-hI"! ,199 <.
.,
. ',1
"- l. _, Jf .
Notary Public
..., I
Nol:lnal Seal
Coom L Mo...... NotlIy NlIc
c.,....Je Boto. C<JmDc<t.1nd
'J.~'Ccrnmruon E.rprps Ma..,~
Mom""" I'L'I'.nslM'ooAssoooDon ol NolanOS
4 of 4 Pages
;5: I ,.:,',.J- /3
BUREAU OF INDIVIDUAL TAMES
U.t[RltAH([ TAX DIVISION
DlPl. Z80601
HARRISBURG, PA llUI-0601
COHHONWEALTH OF PENNSVLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
WILLIAH F HARTSON
HARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
02-17-97
BOCKEV
09-20-96
21 96-0766
CUHBERLAND
101
Amount R..ltt.d
('/
*'
1ft..."..." III.'"
JOHN
R
HAKE CHECK PAVABLE AND REHIT PAVHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:is4-j-Ex-AFP-rr2"=96Y-NoricE--oF-YNHEiiii'ANcE-i'iiitAPPRAisEiiENT-,--Ai.i"owANcE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF BOCKEV JOHN R FILE NO. 21 96-0766 ACN 101 DATE 02-17-97
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Eltete ISchedule AI 111
2. Stockl and Bondi ISchedule BI 121
3. Clo..ly Hald stock/Partnership Int.r..t (Sch.dule C) (3)
4. "artg_D.I/Hot.. Receivable (Schedule OJ (4)
5. C.ahlBank Oapoattl'Hhc. Parlonal Proparty (Schedule E) (5)
6. Jointly awned Property ISchedule FI 161
7. Transfer. (Schedul. G) (7)
8. Tot.l AI..t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expan.../Ad.. Coata/Hi.c. Expansa. (Sch.dule H) (9)
10. Oebtl/Hortglge Lllbl1ltlel/Llenl (Schedule II (101
11. Total Deduction.
12. Hat Value of Tax Raturn
13. Charitable/Govarn..ntal aequa.t. (Schedule J)
14. Nat Valu. of e.t.t. Subj.ct to Tax
I CHANGED
35.000.00
.00
.00
.00
48.906.07
.00
7.000.00
181
17,952.54
552.38
(111
1121
1131
1141
HOTEl To Insure proper
cr.dit to your eccount,
.ub.it the upp.r portIon
of this for_ with your
tax paYllent.
90,906.07
lR.~04 g,
72,401.15
1,000.00
71, 401.15
NOTE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSHENT OF TAX:
15. Allount of Line 14 at Spou..l rat. (15)
16. Allount of Line 14 taxable at Lin.aI/Cla.. A rata (16)
17. A.ount of Line 14 taxable at Collat.ral/Cla.. 8 rat. (17)
18. PrIncipal Tax Du.
TAX CREDITS:
PAYHENT
DATE
12-05-96
RECEIPT
NUHBER
AA184925
DISCOUNT ('1
INTEREST (- I
214.20
.00 X .00.
71,401.15 X .06.
.00 X .15.
1181
AHOUNT PAlO
4,069.87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
4,284.07
.00
4,284.07
4.284.07
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS. I
'" .- .'
- . : .
.. -
.. ,"
,":
co
....
""
, .J
'-
r-.}a: ,- 25
?,
c'.: UU
RESERVATIONI E.tat.. of decadent. dWlng on or b.'or. O.ca.b.r 12, 19., -- I' any 'utura Int.r"t In the ..t.t. I. tran,'.rrad
In poI....lon or enJay.ant to CI... . (coll.t.ral) beneflclarl.. 0' the d.cadent .ft.r the ..plr.tlon of any ..tet. 'or
II'. or for y..r., the Coaaonw.alth heraby ..pr...lv r...rv.. the right to appr.I.. and ...... tran.,.r Inherltanc. Tax..
.t the lawful CI... a (callat.ral) rat. on any .uch 'utur. Int.r..t.
PURPOSE OF
NOTlCEI To fulfill the requlr..ant. of Section 2140 0' the Inheritance and E.t.ta Tax Act, Act Z2 of 1991. 72 P.S.
Section ZUO.
PAvttEHTI Detach the top portion 0' this Notlc. .-Nt lubelt with your paYHnt to the R.glst.r of Wllh printed on the rav.,..a ald..
.-Mak. chick or ~y ord.r payabl. tOJ REGISTER OF MILLS, AGENT
All payaent. rac.lvltd .h.1l first ba appll.d to any Intera.t which .ay be due with any r...lnd.r applied to the tax.
REFUND (eAh A r.fund of . tax credit, which Wal not requ..tad on the Tax R.turn, ..y be r~.ted by coapl.Uno WI "Application
'or R.'und of Pennsylvanl. InharltBnC. and E.tate Tax. (REV-ISI]). application. .r. .v.llabl. at the Off lea
of the A.gl.tar of Will., any of the 2] R.venu. DI.trlct D"lc.., or by calling the .peclal Z4-hour
InlNlrlna ..rvlca nueb.r. 'or for.. ord.rlngl In Penn.ylvanla 1-800-362-Z050, out.ld. Penn.ylvanla end
within local Harrhbura .ra. (717) 717-11094, TOOl (717J n2-2ZS2 (Haarlng lepalr.d Only).
OIJECTIDNSI Any p.rty In Int.r..t not ..tl,'lad wIth the appr.I...ant, allowanc. or dl.allowanc. of deductIon., or ......-.nt
0' tax (Including discount or tnt_ralt) .. ahown on thl. Notle. .u.t obJ.ct within .I.ty (60J d.y. of rec.lpt 0'
thl, Notice by'
--written prat.lt to the Pi o.p.rt.ant of R.v~, laIrd of App.al., Dept. 211021, Harrl.burg, PA 17121-1021, OR
".Iectlon to have the .att.r dehralnad at audit 0' the account of the parlonal repr..entatlve, OR
--appeal to the Orphan.' Court.
ADIIIH
lSTRATlYE
CORRfCTIOHSI
Factual .rrar. dl.cav.r.d on thl. a.....-.nt .hould b. addr....d In writing tal PA Dapart.ant 0' R.venu.,
Bur.au Df Individual Taxa., ATTNI Pa.t A.......nt R.vl.w unIt, Dept. 280601, H.rrl.burg, PA 17128-0601
Phone (717) 717-6505. Sa. page 5 0' the bookl.t ~In.truc:tlona 'Dr I~rltence Tax R.turn far a R..ldant
Dacad.nt. (REV-1S01) 'or en ..planatlon of ~Inl.tratlv.ly corr.ctabl. .rror..
OISCQTI
I' eny tax due I. p.ld within thr.. (]) c.lend.r ~th. a'tar the dec~t'a d.ath, a flv. percent (5%) dl.count a'
the ta. paid I. allowed.
PENAL TYI
The lS:C t.x .-na.ty non-participation penalty I. coeputad on the total of the tax and Int.r..t .......d, and not
paid befor. January I', 1"6, tha flr.t day aft.r the and 0' the tax aana.ty p.rlod. Thl. non-p.rtlclpatlon
penalty Is appa.lebla In the .... e8fV1.r and In the the .... tI.. par lod as you would app.al the ta. end Intarut
that ha. b.en a.....ad .. Indlcat.d on thl. notlc..
INTEREST I
Int.r..t I. charged beginning with 'Ir.t day 0' d.llnquency, or nine (9) ~th. end ana (1) day fro. the data of
de.th, to the d.t. of payaent. T.... which bee... d.llnquent ba'or. January I, l'IZ blar Int.r..t .t the r.t. of
.1. (6%) p.rcent par ~ c.lculated at . dally rat. of .000164. All tax.. which bee... delinquent on and aft.r
January I, 1912 will bear Intar..t at a rat. which will vary frOl calendar y.ar to cal.ndar y.ar with that rat.
BnnQUnCad by the PA D.partaant of R.vanua. The appllcabl. Int.r..t rat.. 'or 1912 through 1997 ar.1
'!!!! Int.r.st R.t. Dally Int.r..t Factor !!!! Inter..t R.t. O.lly Inter..t Factor
1912 20X .OaoS41 1911 9X .0002"7
1913 16X .00008 1'"-1991 IU .000301
1984 IU .OODSOI 1992 9X .0002'"
I9IS UX .00DJS6 199]-1994 7X .00019Z
1986 lOX .000274 1995-1997 9X .000247
"-Intar..t I. calcul.ted .. 'ollov'l
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. Issuad a'tar the ta. b.coe.. d.lInquent will reflect ..... lntar..t calcul.tlon to flft.en CIS) d..,.
beyond the data of the ......aant. If p.yaant Is aad. aft.r the Int.rut caaputatlon data shown on the
Notlc., additional Int.r..t lU.t be calculated.
'.
A"~.""...
. -,-, ~-_......
REGlsn:R OF WILLS OF CUMIIEIU.ANIl COUNTY
STATUS REI'ORT UNIlER ItUU: 6.12
(For Resident J)eeedents uylnl\ After .Iuly I, 1992)
Name of Decedent: JOliN R.I30CKEY
Date of Death: September 20.,1-99'1' 1(.1 elLl
File No.: 21-96-766
Social Security No.: 179-10-2935
Pursuant to Rule 6.12 oflhe Supreme Court Orphans' Court Rules. I rep"rt the following with respect
to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes x 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 \ile a linal account with the Court?
Yes x No_
b.
TIle 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
d.
Copies of receipts. releases. joinders and approvals of formal or informal accounts
may be \iled with the Clerk of the Orphans' Court and may be allached to this
report.
Date: July 17. 1997
Signature
Name
Address
w~ ~(((~
William F. Martson
MARTSON. DEARDORFF. WILLIAMS & 011'0
Ten East High Street
Carlisle. PA 17013
(717) 243-3341
Counsel for personal representative
-::;,
__J
,
Y';I
.:J
(~, .
-' '-'
l. ~.