HomeMy WebLinkAbout96-00898
PETITION FOI{ PIWBATE und GI{ANT OF LETTlmS
OLI-qtp - gq S?
/;\/II!t' '!/ Edna G. Ocker
0/\0 1.."01\,11 ii'
No
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SOC/1I1 .\"<'111//1' SII, 204-03-9547
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('Ol1lllltlllWI.'alth 01 1'1'1I11,yhatlia
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(II d"l11iliIcJ III I'a,) ,\11 pmonal properlY $.. _~,IQ!.OO~~~___
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or not dllllli~ih.:d in Pa.l 1>>\.'r"ol1al prop\.'ny in Cnunl~ S
Vallie 01 Ilal l\I:IIC inl'cnnwhania. $__50,000,.00_,
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pennsylvania", being ,19Cleversburg Road,_Shippensburg ,_PA..-~_-_..._.__
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1318 Mary Avenue, Shippensburg, PA l7257
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OATH OF PEI{SONAL HEPIH~SENTATI"E
COI\II\IO:\WEAI.TII OF I'E:\:\SYI.\'ANIA I ,.
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COlXn' OF _..aJlo\l3ERT/IND_.,_~.______ J
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VEMBEIl \' " ',' 7'" ,." ::
t:.9}iCf~(I( h..ilLI.;f'~1\.f.lij/liU;t.1 EdnaJ eVaughn ,n' ~
MAllY C. LEWIS /I"~l\lcr '\ ' ;::
1-}2f1j
No. ~I-Iqqlo.-&q~
Estate or &11li1 G. Ocker
. Deceased
I>ECREE OF PROnATE AND GRANT OF LETTERS
NOVEMI3EIl 8
AND NOW 19~, in consideration of the petition on
the rcverse side hereof, satisfactory proof having been prescnted bcfore mc,
IT IS DECREED that Ihc instrumeut(s) dated February 13, 1992
described therein be adl11ined to pro bale and filed of record as thc last will of
Edna G. Ocker
and Lclters Testamentary
arc hereby grunted to Robert L. Ocker and Fdna Jane Vaughn
MAllY C.
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LEWIS K<gi,",orw,lI. J- .,t'l.r
FEES
235.00
12.00
b.OU
Joel R. Zu1linger l75l6
ATTOKNEI' ISup, CI. 1.0, No,)
200 Charnbersburg Trust Co. Bldg.
Charnbersburq, PA 1720l
AtJIJRESS
(717)264-6029
Probate, Lclters, Etc. .., ... . .. $
Short Certificates( "> . , . . , " , ., $
,X"OBI1<lS
KenOncllllton ................ $
JCP $ 5.00
TOTAL _ $ 25B.00
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!'nONE
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LE'I''I'ERS AND ORDER MAl LEO '1'0 A'!"I'OIlNEY.
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CrnTlFICATE OF DEATH
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IN IIITNESS III1EKEO~" r huruunto sut my han<.l an<.l sual to this my Last IIi II
and Testamunt, written on two sheuts of paper, <.Iatull this {3~ day of
! February, 1992.
[I ' .
c., r- }l I':' (;;
Edna G. Ocker
(I) Ckh
(SEAL)
, The preceding instrument, consisting of this and one other typuwritten
ipage, each identified by the signature of the testatrix Edna G. Ocker,
iwas on the day and date thureof signed, publishud and declared by Edna G.
lOcker, the testatrix herein named, as and for her Last lIill, in the presence
lof us, who, at her request, in her presence, and in the presence of each
other, have subscribed our names as witnesses hereto.
d/se.. A1( CM~(, 11\ residing at hQ'W1...-J.{Q PA 111-1{ I
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Ll;,it, A)(lL17..;/ (1' o.~
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LIW Offlc.I
JOEL R. ZULLINGER HAHILTON C. DAVIS
A PROFESSIONAL CORPORATION
200 Chamberlburg Trult Co,
Chamberlburg, PA lnOl
717-264.6029
FAX. 717.264-1884
75 Elat King Street
Shlppenaburg, PA 17257
717-532.7570
FAX. 717.530.5222
January 13, 1997
Mary C. Lewis, Register
Cumberland County Courthouse
Carlisle, PA l7013
IN HE I
Estate of Edna G. Ocker
Pile No. 1996-00898
PA Pile No. 2196-0898
Dear Ms. Lewis:
Enclosed is check from the above estate in the amount of
$lO,545.00, representing prepayment on the Pennsylvania Inheritance
Tax. We used an estimate of $l85,000 taxable at 6% or $ll,lOO.OO
less the 5% discount of $555.00. Thank you.
FOR
~y truly y~~rs, .
~~~~'n ~r
JOEL R. ZULLINGER ILTON C. DAVIS
A PROFESSIONAL CORPORATION
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LAW OFFICES OF
JOEL R. ZULLINGER
HAMILTON C. DAVIS
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310 CHAMBERSBURG TRUST BLOG,
CHAMBERSBURG PA 17201
P,O. BOX 375
SHIPPENSBURG PA 17257
P.O. BOX 6
NEWVILLE PA 17241
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Register
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Carlisle, PA l7013
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CEIl1' I Fl~!\! 1 O~OIIH)'I'I(~fLYJ:lJ~I~IUltlr.I,. )~.6_L~'!.J.
Name of Decedent: Edm G. Ocker
Date of Death: October 24, 1996
Will No.
Admin, No, 00898 of 1996
To the Register:
I certify that notice of beneficial interest required by
Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
11/18/96
Name
Address
Ethel L. Ocker
Ne,.;burg Road, Ne,.;burg, PA l7240
13 Kail Avenue, Shippensburg, PA l7257
257 Newburg Road, Newburg, PA l7240
1318 Mary Avenue, Shippensburg, PA l7257
45 Newville Road, Shippe~~urq, PA 17257
Kenneth E. Ocker
Wayne E. Ocker
HObert L. Ocker
FJ:lna Jane Vaughn
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except none
Date: 1l/l8/96
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Address 200 Chambersburg Trust Co. Bldg.
Chambersburg, PA l720l
Telephone ( 717) 264-6029
Capacity:
Personal Representative
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Counsel for personal
representative
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COMMONWUllH Of rfNNSnVAN'A
Df'A111MfNI Of .(..(NUf
0(" '10601
,.AUIUUIO.'A 11U'.0601
01 (0 N '$ t4AM( I'A' . '1I!of. AND MIOOl( .,,,I'All
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
lOR OATIS 01 DIATH AnlR 12'31191 CHICK HI
II A SPOUSAL
,p.OYIRTY CAlDn IS CLAIMID 0
/Ill NUMIIR
2196-0898
COUNTY CODE
AOOln$
200 Charrbersbur
Charrbersburg, PA 17201
YEAR
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19 C1cversburg Road
Shippcnsburg, PA 17257
C""(uCUlIlbCdanrl
""uu'., ""ltHO ISH tN$'"UCT10"-tS,
e:9 1. Original A"urn
o A. limil.d Eltal. 0 .10. Futur. Inl"'" Camprami..
(for dale I of death after 12.12.82)
~ 6. Oeced.nl Died Tellale 0 7. Decedent Maintained a living TrUll
(Alloch copy 0' W;II) (Alloth copy 0' Trull)
;cORRESPONDENCE,AND. CONFIDENTIAL TAX .INFORMA TION SHOULD. BE DIRECTED. TOlf;~;':l~"'.;f;:!'i"'.' ;;;t\~;i."" r,' ~":J-
N.f.Mf COM'lfff MAIliNG AOOI($$
Joel R. Zu11inger 200 Ch~rsburg Trust Co. Bldg.
"'""ONE NU.... Charrbersburg, PA 17201
264-6029
OC1<ER . Edna ',G.
$OCIA' $leu. I''!' t4UlolIU
PAU 0' OIATH
OAI( Of 'llhl
A.mainder Aelurn
Ifar dOl.. of dealh prior to 12.13.
fed.ral EIlOI. Tax A.lurn A.quire
-0. 8. Total Number of Safe O.palit Bo.
227,720.19
23,511. 35
204,208.84
204,208.84
12,252.53
12,252.53
11.100.00
1,152.53
1,152.53
. 'BElSURE -TO 'ANSWER IALI;,QUESTIONS;ONiREVERSE SIDE .AND'.TO. RECHECKilMAT
Undlt p.ncltl.. of perjury, 1 d.c1ar. that I hove examined this relurn, including accompanying Ich.dul., and lIatem.nh, and to th. best of my knowledge and b.li
it il Iru , correct and compl,'" I declare that 011 real 11101. hel bun report. a at Iru. mark.t value. Declaralion of preparer olher than the p.nona! repreltntali'w't
bal n IIlnf mo' n hie .' repar.r has any knowl.dge. . , .
~" " , "UON l'ffrr'~\;rv Ave. Shi .."
4S-NeWVille RD.: sn~ P~A1H~~7 1-1'1-'7
OAT(
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. J.llL2_<lJJJ_6 _ __ 12/U!1909
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0:
I. Reol Ello.e (Sthedule A) ( I )
2. SIOt~' ond BondI (Sthedule 5) (2)
3. Clol.ly H.ld Slock/Porlner,hip Inl,r,,1 (Sch.dule CI , 3 I
A. Mortgages and NaIll R.ceivable (Sch.dul. O) (.4 )
5. Calh, Bank O'polill & Milc,lIoneoul Perianal Properly ( 5 )
(Sthedule E)
6, Jo;ntly Owned P,ope"y (Sthedul. F) ( 6)
7. Tronl'''' (Sth.dule G) (Sth.dul. II (7 )
8. Talal Gra.. A..,,, (Iota I Un.. 1.7)
9. Fun.ral Exp.n,", Adminillrative COlli, Miscellaneous (9)
Eopenlll (Sth.dule HI
10. O.bll, Mortgoge Liab;r;Uel. Lien, (Sthedul. I) (IO)
11. Tolal O.ductionl 110101 Lin.. Q & 10)
12. N.t Valu. of Elfet. (line 8 minul Line 11)
13. Charitable and Governmental B.qu'llI (Sch.dule JI
lA. N., Valu. Subiect to Tax ILine 12 minuI Line 13)
15. Spoulal Tranlf.,. (for dal.1 of d.alh after 6.30.9.1)
Se. Inu,uclions for Ar,plicabl. Percenlage on Aeyerl.
Sid.. (Includ. valulI rom Schedule K or Sch.dule M.)
10. Amount of lint 1.1 taxabl. 01 6% rot.
(Includ. yalulI from Sch.dule K or Sch.dul. M.)
17. Amount of Lin. 1.1 taxable at 15% ra',
(Includ. yolUII from Schedule K or Sch.dule M.)
18. Principal tax due (Add tax from linel 15. 16 and 17.)
19. C"dill Spoulal Poverty Credil Prior Paymenll
+ 10,545.00
55,200.00
172,520.19
22,505.05
181
1,006.30
111)
112)
IIJ)
114)
1151
116) 204,208.81
117)
Oilcount Intereu
+ 555.00 _
X._II
x .06..
x .15 a:
(18)
1191
(20)
20. If Lin. 19 is gr.aler than line 18, .nler th. difference on line 20. This il the OVEAPAYMENT.
QO
21. If Line 18 il grealer than line 19, en'er the difference on Line 21. Thil is the TAX DUE.
A. Enler the int.rell on the balance due on Line 21A
B. Enler ,h. 10101 of lint 21 and 21 A an line 21 B. This il the BALANCE DUE.
Malee Checle Povabl. 101 Regl,'er of Will" Ag.n'
Chod, hare if you ora raqualling a rofund of your ovorpaymont.
121)
(21AI
(21BI
Act #48 of 1994 provIde. for the reductIon of th.. tax rato. Impo.od on tho not value of trondors to or for
the u.. of the spou.e. The rat.. a. preacrlb.d bV the statute wl/l be:
· 3% (.03) wl/l be applicable for e.tate. of decedent. dvlng on or aftor 7/1/94 and before 1/1/96
· 2% (.02) wl/l be applicable for e.tate. of decedents dvlng on or aftor 1/1/96 and before 1/1/97
· 1% (.01) wl/l be applicable for e.tate. of decedents dvlng on or after 1/1/97 and before 1/1/98
· Spou.al trande,. occurring an or after 1/1/98 wl/l be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....1 IN THE APPROPRIATE BLOCKS.
1. Did decedent make a transFer and:
a. retain the use or income of the properly transFerred, .......................................................
b. retain the right to designate who sholl use the properly transFerred or its income, ...............
c. retain 0 reversionary interest; or ...................................................................................
d. receive the promise for liFe of either payments, beneFits or core? .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer properly without receiving adequate consideration? If death occurred after
December 12, 1982, did decedent transfer properly within one year of death without receiving
adequate consideration?...... ....... ....... ...... ........ ................. ....... .......... ....... .......... .... ..........
3. Did decedent own on 'in trust for' bonk account at his or her death?.....................................
YES NO
x
x
x
I x
,
I
A
x
,
1
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU ~UST;)~OMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
. '.~
,,'
.",
....
.... ~-.
'..
;-~ \
.~
,...; ,.-.
-.IV
- '
I, EDNA C. OCKER, of 50utllllmpton Township, Cumborlllnd County,
Ponnsylvnnia, doc lore this to bo my Last Will and To.tamont and ruvoke any
will or codicil proviously modo by mo.
ITEH I: I diroct that all my just dobt. and funoral oxponscs, includin~
my gravcmarkcr ond all exponses of my last i llnoss, .hall be paid from my
rcsiduary estatc os soon os practicable after my docoase as a port of the
administration of my estate.
ITEH II: I give, devise and bequeath all of my estate of every nature and
wheresocver situate to my husband, Rolph W. Ocker, providing he sholl survive
me by thirty days.
I ITEH III: Should my husband, Rolph W. Ocker predocease me or die on or
beforc the thirtieth day following my dcath, I give, devisc and bequcath
all of my estate of every nature and wheresoever situate to my issue per
stirpes living on the thirty-first day following my death.
ITEH IV: I direct that alL taxes that may be assessed in consequence
of my death, of whatever naturc and by whatever jurisdiction imposed, shall
be paid from my residuary estate os pnrt of tho expenses of the
administration of my estate.
ITEH V: I appoint my husband, Ralph W. Ocker executor of this my Last
Will and Testament. Should he fail to qualify or cease to act as
executor, I appoint Robert L. Ocker and Edna Jane Vaughn co-cxecutors of
this my Last Will and Testament.
ITEM VI: I direct that my executors or thoir successors shall
not bc required to give bond for the faithful performance of their duties in
any jurisdiction.
. "V.l~ IX+ I'''')
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Edna G. Ocker
(All prop.rty Jalntlv.owned with RIght of Survlvorthlp mutt b. dltclae~ on Schedul. "P"I
SCHEDULE "A:'
REAL ESTATE
FILE NUMBER
2196-0898
ITEM VALUE AT DAn
NUMBER DESCRIPTION ASSESSED VALUE OF DEATtt
1. Gross proceeds from sale of real estate situate
at 19 C1eversburg Road, Shippensburg, Currber1and
County, FA, to Steven P. Brenize and Anita L.
Brenize, his wife 55,200.00
,
TOTAL (Also enTer on IIn. 1. RlclpllUl.llonl S 55,200.00
{It mar. 'PIC' I. nMeted In..r. .ddlllonll 1""'1 af '''f'l' lu.1
11"'11'", ;'.' .,".
'3'UlI
SETTLEMENT CHARGES
'00. TOTAL SALES/BROKER'S COMMISSION
PAlO mOM
1I01l1l0Wr.II'!i
rUN()!,
AT
1;r.11l.u~nH
PAlll rnOM
!i!:L1[I\'9
fUNon
^T
1;1' lll[t~I:NT
BASED ON PRla:: s
'"
...
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
~1 I 10
'.I' I 10
'03 eommlulon lI.ld It ..!II.m."1
':14.
!OO. ITEMS PAYABLE IN ONNECTION WITH lOAN:
1'J~.W__
'01. lo'" o"al",lIo11 I..
..
." lo'" dl.eoufll \It
':13 AOtH,I..' ,.. to:
.04 O.d" It[lO" to'
'~5 U"d.,', I",o.ello" I..
':lfl Mo,la"a. 1".u"I'IC' IOOtlCIIIO" I" 10
,07. .....ul'l'lollon I"
'01 Aool1catlon Fee to Orrst""" Rank
.00 OocUlN'nt Preo. Fee to OrrstO'NTl Bank
---------- ._--.
l~~L
"J.UiL
."
Ill,
lOO. ITEMS REQUIRED B" LENDER TO BE PAID IN ADVANCE:
/tI.w
~Ol,IMtf..1 110m
,.
~s
1101. MOlla,11l I",UII"C' oltmlum 10' 1'1'I01, to
~03, HUlrd In.ull"e. 01'1'11\1"" Ie" 'Wit. 10
~O~_ Flood ll'llurJ"C' oltmlu"" 101 '''I, 10
~OS,
1000. RESERVES DEPOSITED WITH LENDER:
par ,"Ol'llh
par 1'1'I0"'1'1
P" mOlllh
P" '"01111'1
P" 1'1'I01111'1
P" 1'1'I0"1"
P" 1'1'I0"1"
pI! 1'1'I0"'"
IDOl. Hluldl".url"e.
'001 Matt I ,1",u'I"C'
t003
'00'.
monlhl@S
1'10'111'11 ,p S
monlh.@ S
monlh.@ S
'DOS
'008
1007.
1008.
OIY ofoo,rlY tlu.
CoU"I'I tllODarlv II'"
AMUII UII'"TI.nll
1100. TITLE
monlh.@ S
monlhl @ S
manU,. @ S
monlhl @ S
AQQreaate AccountinQ Escrow Adiustment
HARGES:
Flood l",u'l"e.
"01.9.11I'1'1'I'''10' elo""o I.. to
110 . Ab.lnC1 01 UtI. lI"eh I
"03 TIIII nlmlnulon '0
110'" Till. l",ull"C' bl"d" to
1105.00cu,"'''1 " "ilia" 10
\10e. Nollrv I... 10
\107. Allorn.y', 1111 10
Joel R. lull In er (I' .O.C.
Marl:. WeiQle and Perl:1ns
Weigle and Perkins
1/r,00
~.arl:,
II"fIUd.. 'boYI n.m. Numb"I'
'loa. Tilll In.Ullnc. 10
lllclud.. 'bon 111m. Numb.It
110; l.Pld,,'. Cov.flO' S
111 0.".,' eov."
"It.
1112,
'113.
VERNMENT RE RDIN AND TRANSFER CHARGE
Olld 24.00 'Ve'l , .
'11,' II
5] 50
<;,
q 50
557 00
552.00
.Vo,t "
.....0.1. .
Oud
nud
of Surve
"0 . 01 eoutll In .tam
10'03. 8uI' II "'''' I:
'204,
120S.
1300. ADDITIONAL SETTLEMENT
Recordin
HAR E
1:101. g",I'I' 10
130' P.Il \"1 ItIIO" 10
1303
'304.
1305
130e.
OisburselN'nt Fee to ~"",P
1997 Count lTownSh1 l,l)l~s' SM,lh (j.t !r.lI1
t~n7
I. 5B6. 50
14 . TOTAL SETTLEMENT
Ind dl,bu,,,m.,.,tl m.d.
I hlv, CI"hl"y ,..I...d Ih. HUO.' S.Itt.m.nl 9UI.""."1 .nd 10 I'" bul 01 my ~Ilo.t.dg' I"d bll.l. II I. . Uu' ""d "cell",l. '!I'lm."1 01 ,1\ "Clip"
on my Iccounl or by m. In Ii'll, 1f1",'CIlon. 1111111'1" (lIlli, 1"'''' I "'h. ItC. wad . (OP, 01 'II. !lUll 1 ""lII.",.n. nU''''''"l- l" "
-t(..i..cl .f;.~ tld.'. ~
n.".. .',.1 ~ (t - ~f....l
Ag."' (I"t<f\.~ p.tL (/~
r '. t ,I! I' ': f '1 ~ f '.1 'I t:- I "r
0.." 2/27/97
DOIIOW,I:
-:lh-
Steven P. Brenlze
?I,~ J ,r.f
ClI'.
Oono,"1:
(;~Yl~-IrL.!.. tJ, (
AnHa L. Brenl1C
rl,':",,,
0'''-
J I ( iI' .
,
Il."
,I.,~."I
b'd,.burlldl"'CCllrd""C'
." HI ".,. ,..".., ''''''( 11\'", ~\4""" II' ...,1 {..... I'" Ilj"'" 10
-1 )1 ..' "
'l,II'I,,,...r "g.d .. __a.. ( ( ~
~i' h'!lll1!.
WARNING: It I. I CIl"" 10 "nowl"Ql, roo.... 1"1' .r.I.......t. '0 '''' ll""," n'I'" 'II' I~I' O' .~, Ill"" .,...,:.' .,,,.... 1'1".'1'11 '11'0" (O".ICllon (''1 '"cl'Idl I 11'1' I"d '",pll.o".
",."1, For d,lIlll ...: TUlI " U 3. Cod. 8.ClI0" 100' '''<1 '"CH'" ,o,n
'tI. tiUO" S.Ill.m.,,' 9UII",,"1 ..,,'c" I "... JlIlr''''l '. . Il__ ,",1 .. r,,'lt_ II"
..Uti Ii'll. ''It.m."1
2/27/97
O~'"
111'1
552 00
.00
] 59
7B3.59
- -'.- '.
t'lNAL
SETTLEMENT
--
SEllER NAME ~J/j/A (;', ~e}:?K ~T.
>\DDRESS_I-2 t!.1. e//~,e..f&'(ll___._g{L. u m___
SA 1~t7NJ.- g'(1! f/-:r. ----.
.OCATION OF SAlLjj~ ;-Ju.e //f'&~A4 s "ff}.Dcf!..# I
O\UCTlONEER --lJ4N' ~fi'5 /J1j ~ff 5<<1/,
DAlE OF SALE ;2-;- Y 7
PHONE .fj.;;l -Sll f" I
ZIP
PHONE J3:il-~6~/7
C SELlER'S EXPENSES )
C
RECEIPTS
)
PROFESSIONAL FEES 15'~ II as. "Jc'}
AUCTIONEER /(J $ _ L v
$
;;.s:t?O
CASH $
CHECKS $
OTHER RECEIPTS
$
$
$
$
$
$
$
$
$
TOTAL RECEIPTS $ J li'l't ;; . J.c)
lESS TOTAL EXPENSES $ JIIS,C'tl
NET PROCEEDS PAYABLE TO SEllER $ I /~ oJ- 7. .:2(J
CLERK $
CASHIER $
OTHER EXPENSES
----B I.. D '1 /.~,J-6' A
(//
J-J.t9-u LI /Vt;1'
t7
/iT>I/~R1:
L I1B~R.
ICed CJ14!Jz CltMI, "l /~ $
1./1",,4 51-10 ~..~/1Jl)S'? $
.- I
):/.....J7 f"w<L
$ lIS- tJo
to .()o
$
$ 7.P ..so
$ '-11t),..s0
.{".fJ.CJO
25" ,&0
$
$
$
(TOTAL EXPENSES
$ 3/15.00 )
I (or we). the seller. accept this seNlement and acknowledge receipt of Ihe oboue specified net proceeds
from the auction of my goods and property sold on the above dote. I occepl 011 responsibility for providing
merchantable tille 10 011 goods. and property sold. and for delivery of title to the purchaser.
,2- ~,r
. 1 --) ..c:
.'. / / ) I'" \,. /'
<1.../ ,.//. c-<'c,,' A.'-.
~, (Seiler.s Signalure)
Dole
.>lA/57 7
,
Dole
Dole
(Seller', Signalu,el
SELLER'S COPY
l!vl)nUtl1.uJ
~
(I. .
'to ~C\
COMMONWfALTH Of PENNSYlVANIA
INHERITANCE TAX RflURN
RESIDENT O(CEDENl
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or Typ.
FILE NUMBER
2196-0898
ESTATE OF
Edna G. Ocker
ITEM
NUMBER
A. Funeral Exp.n....
DESCRIPTION
B.
.(,
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
2.
Fogelsanger-Bricker Funeral Home
Parklawns, grave opening
Admlnl.tratlve co.t..
1.
Edna Jane Vaughn S/S #195-28-0062
Personal Represenlalive Commissions Robert L. Ocker S/s...#208-~-1538
Social Securily Number of Personal Represonlalive:
Year Commissions paid 1997
2.
Altarney Fees
Joel R. Zu11inger
3.
Family Exemplion
Claimant
Address of Claimanl 01 decedenl's death
Relationship
None
Slreet Address
Cily
Stale
Zip Code
Probote Fees Register's costs $258.00; additional prooate fee 35.00
file return and inventory 25.00
MI.cellan.ou. Exp.n....
Eric L. Diffenbaugh, survey of real estate
Aushennan Bros. Real Estate, appraisal of real estate
News-chronic1e, advertise letters
CUrriJerland Law Journal, advertise letters
Adams Electric Cooperative, utilities
Tirnrons Oil Co., fuel oil
CUmberland Franklin Joint Municipal Authority, sewer service
Borough of Shippensburg, water service
Dan Hershey Auctioneering Service, ccmnission and expenses
sale of personalty
Notary fee on deed transferring real estate
Transfer tax on deed, sale of residence
(see sheet attached)
TOTAL (Also enler on line 9, Recapitulation)
(If mar. .pace II ne.ded, Inlert addltlonallhe.1I ullame Ilze.)
AMOUNT
2,007.42
80.00
3,000.00
3,000.00
9,000.00
318.00
580.00
225.00
84.32
60.00
39.90
107.00
24.00
25.82
3,115.00
3.00
552.00
5
22,505.05
II"I~III" ,,.,, ~
,,~. ,~
~
(OM/oroONWUI'" O' ""''''SUV''''''IA
IN"'III"'N(I 'A.IIIUIN
IUIDINI DI(IDIN'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTIES AND LIENS
PI.a.. PrlnLor TVp.
FILE NUMBER
2196-0898
ESTATE OF
Edna G. Ocker
1.
Bill for nursing care
385.00
29.03
68.27
24.00
ITEM
NUMBER
DESCRIPTION
AMOUNT
2.
3.
United of PA, telephone service
Adams Electric Cooperative, utilities
CI.lrNJer1and Franklin Joint Municipal Authority, sewer service
4.
5.
r
Paul Clippinger, fee for use of wheelchair, walker and hospital
bed
500.00
TOTAL (Also enter on line 10, Recapitulation)
S 1,006.30
(If more space is needed, insert additional sheets 01 some size.)
..V.""".I"'I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE1'URN
RESIDENT DECEDENT
ESTATE OF
Edna G. Ocker
SCHEDULE "J"
BENEFICIARIES
FILE NUMBER
2196-0898
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT
.0., Taxable BequeSTS:
1. Ethel L. Ocker, Ne\oiburg ~., Newburg, PA 17240 daughter 1/5 share of residl
2. Kenneth E. Ocker, 13 Kail Ave., Shippensburg, PA son 1/5 share of residl
3. Wayne E. Ocker, 257 Newburg ~., Newburg, PA
17240 son 1/5 of residue
4. Robert L. . Ocker, 1318 Mary Ave. , Shippensburg, r
PA 17257 son 1/5 of residue
5. Edna Jane Vaughn, 45 Newville ~., Shippensburg,
PA 17257 daughter 1/5 of residue
ITEM
NUMBER
NAME AND ADDRESS OF BENEfiCIARY
AMOUNT
B. Charitable Bequesu:
1.
None
TOTAL CHARITABLE BEQUESTS (Also enter on line 13, Recapitulation)
$
None
(If mar. Iplle' I, n.ed~ lnlln Iddltlonl' Ihlt" of IIml Iln)
,~~
g@
!~~ '"Tj
'm
. gj. ~
~~\O III
\O~
~~
?...
,,' .ff
. . . .
. . .00
) .
t. .....
I. .Po
J. :\0
: : .
.
>- 51 ~
P tr r-
-
<0
a.
o
'< "'0
o 0
- .0
tD
:~ j[ S
= if en m ~
~ ()
0 j[ -
.. jg ~ ~
P- O Q
!. ~~ S :2: ~ ~
~. F: .
tl "j . G) ~ .
. ..
:~ jg ~ ~ ;E 0 :9..1
... -
tl . , 0 t'Jl .-
- 0-
'" .'0 gj 0 e; : '",
III "tl II) .~
tl .;t> ~ ~ 1l:-
- .."
0 :~ .
.. I :~,
'< . -'<
a. :~ (1)
8 - ~ ~
<0 ~ :g
"0
~ .,
P- .
INVENTORY
IN HE Estate 01 .. .~~ .~.. .~~~ . . . . . . . . . . . . . ., late 01 . ~\l\:t1iWJ:Pll. :I'l:1ti1\Sltip... ~land . . .
~ County, Pennsylvania.
STATE OF PENNSYLVANIA.
COUNTY OF FRANKLIN.
'"' r
~. ~-'
Ie:
-'
.."
55.:
I verify that the statements made in this Inventory are true and correct.
I understand that false statements herein are made subject to the pena~~~es .
of 18 P. A. C. S. Section 4904 relating to unsw~r~ falsificati~ns)to authorities.
~f ;f. a?c/~
Robert L. Ocker /J
(f;,~/...r..J rku'--Y);'I.P:..J
~ai~ Vaughn
g -If( - 9 7
Date
NO
1.
1.
2.
3.
REAL ESTATE:
~ss proceeds from sale of real estate situate
at 19 C1eversburg Road, Shippensburg, Cumber1
County, PA, to Steven P. Brenize and Anita L.
Brenize, his wife
PER.5Ct'lAL PROPERlY:
Certificate of Deposit #8000442191, Dauphin
Deposit Bank
Interest accrued to date of death
Certificate of Deposit #8000444453, Dauphin
Deposit Bank
Interest accrued to date of death
Checking Account #0097438413, Dauphin Deposit
Bank
Interest accrued to date of death
!To.!
AMOUNT
55,200 00
6,000 00
14 84
7,000 00
15 34
22,633 85
5 64
.,-
NO. lT0.4 AIlOUHT
4. l>bney Market J\ccount #410-070-1517, ~llon Bank 84,092 05
Interest accrued to date of death 4 48
5. J\ccount #41-A30471-C,~llon Bank 6,000 00
Interest accrued to date of death 16 25 ;
6. J\ccOunt #42-A32306-C, ~llon Bank 20,000 00
Interest accrued to date of death 19 35
7. J\ccount #410-085603-C, ~llon Bank 10,000 00
Interest accrued to date of death 26 14
8. Gros::! proceeds fran public sale of personalty
by Dan Hershey Auctioneering Service 14,942 20
9. Refund, Adams Electric 25 36
10. Refund , Blue Cross/B1ue Shield 235 10
11. Cash 150 00
12. Refund, Sprint 2 15
13. proceeds fran sale of guns 600 00
14. Received on proration of real estate taxes, sale
of decedent I s residence 392 68
15. LuITp sum patronage refund, Adams Electric
Cooperative 344 76
'lUl'AL REAL ESTATE
'lUl'AL PERSONAL proPERTY
55,200.00
172,520.19
'lUl'AL INVEN'roRY
$227,720.19
UNO. AA 185371
'*
-1"1~111"'"
COMMONWEALTH OF PENNSYLVANIA
DlPARTMINT 0' REVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
RECEIVED FROM:
a
ACN
ASSESSMENT r:'I
CONTROL ...
NUMBER
AMOUNT
JOEL R ZULLINGER ESQUIRE
200 CHAMBERS8URG 1R CO BLDG
Ivl
~1 ,.l;JC:. ~.:J;
CHAMBERS BURG , PA 17201
ESTATE INFORMATION:
11':'I FILE NUMBER
g 21-1996-0898
1:1 NAME OF DECEDENT (LAST)
~ OCKER EDNA G
II DATE OF PAYMENT
EI POSTMARK DATE
COUNTY
SSN 204-03-95,,7
(fiRST) (MI)
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
$1.152.53
PB
ROBERT OCKER & EDNA J VAUGHN
C/O JOEL R ZULLINGER ESQUIRE
CHECK II 1t!5
I, .'.
",",-!
SEAL
. I.~.J
RECEIVED BY
SIONATUAf
REGISTER OF WILLS
MARY C. LEWIS
REGIS1ER or- WILLS
"
I()(OMflr-
.
~
'.'/
",
_____ n __ ...__ _...... ._..... _.... .__ _ ..'
,
--" -.~
--. _- _____ -.-~JlftI _ ",,-#-,.r I:.
- .
/5:: I ::.'1-1/
BUREAU OF INDIVIDUAL TAXES
IHIlLAIIAHC[ lAX DIVISION
DIPI. 110601
IlARRUIURG. PA 11111-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INItERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT or TAX
JOEL R ZULLINGER
200 CHAMBRSBRG TR CO BL
CHAMBERSBURG PA 17201
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-21-97
OCKER
10-24-96
21 96-0898
CUMBERLAND
101
AMount Renitt.d
'.J
*'
111-11-'111'1.11.'"
EONA
G
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALDNG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiEV:i54'i-EiCAFii-iiii-:97T"iioYicEuOF-YNHEiiifANCE-YAX-jippiiA-iSEi'-iiiT~uALrowAiicE-ijli--U-------------
DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OCKER EDNA G FILE ND. 21 96-089B ACN 101 DATE 07-21-97
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and IB will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Anount of Llna 14 at Spou..l rat. CIS)
16. Anount of Lina 14 taxabl. at Lin..I/CI... A rat. (16)
17. Aaount of llna 14 t.~.bl. at Call.taraI/CI... Brat. (17)
18. Principal Tax Du.
TAX CREDITS:
PAYMENT
DATE
01-14-97
04-0B-97
TAX RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estete (Schodul. A) (1)
2. stock. and Banda (Schadule 8) (2)
3. Clos.ly Hald stock/Partnership Int.r..t (Schedule C) (3)
4. "arteaga./Not.. Receivabl. (Schadule DJ (4)
5. C..h/Bank Depasits/Hi.c. Parlanal Property ISchedule E) ISJ
6. Jointly Owned Property ISchedule F) (6)
7. Transfers (Schedule G) (7)
8. Totel A..el.
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenles/Adn. COltl/Hisc. Expensel (Schedule H) (9)
10. Oobts/Mortgog. LI.bllitl.s/LI.ns (Schodul. I) (10)
11. Totel Deductions
12. Net Velue of Tax Return
13. Cheriteble/Govern.ent.l gequests (Schedule J)
14. Net Velue of Estet. Subject to Tax
NOTE:
RECEIPT
NUMBER
AA1850BO
AAIB5371
DISCOUNT It I
INTEREST/PEN PAID (-)
555.00
.00
) CNANGEO
55.200.00
.00
.00
.00
172.520.19
.00
.00
(B)
22,505.05
1.006.30
(11)
1I2)
liS)
1I4)
.00 X .00=
204,208.81 X .06=
.00 X .15=
liB)
AMOUNT PAID
10,545.00
1,152.53
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
suba! t the Upper portion
of this fOl""n with your
tex pey..ent.
227.720.19
?3.,11 3,
204,208.84
.00
204.20B.84
.00
12,252.53
.00
12,252.53
12,252.53
.00
.00
.00
( IF TOTAL DUE IS LESS TitAN II, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '.CREOn" fCR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. J
)c,
RESERVATION I E.tete. of d.ced.nt. dying on Dr b.for. O.c.eber lZ, 19aZ .- If any future Int.r..t In the ..tet. I. tran.ferr.d
In po.....lon Dr enJoy..nt to Cia., B Ccollat.rall b.neflcl.rl.. of the dec.d.nt after the ..plr.tlon of any ..tate for
Ilf. Dr for y..r" the Co..onw.elth her.by .~pr...IY r..erv., the right to appr.I.. and ...... tran.f.r Inh.rltanc. T.~..
at the I.wful CI." a Ccollet.r.ll r.t. on any .uch future Int.r..t.
PURPOSE OF
NOTICE I
To fulfill the r.qulr...nt. of S.ctlon ZI40 of the Inh.rlt.nc. and E,tet. T.. Act, Act ZI of 1995. C7Z P.S.
S.ctlon 91itO).
PAMNTI
D.tech the top portion of thl. Hotlc. .nd .ubelt with your p.y.ent tn the R.gl.ter of Will. prlnt.d on the r.v.r.e .Id..
uMake ch.ck or .on.y ard.r payabl. tal REGISTER OF MILLS, AGENT
REFUND (CA) I
A r.fund of a te. credit, which w.. not r.qu..t.d on the Ta. A.turn, .ay b. r.qu..t.d by coapletlng an -Appllc.tlon
for R.fund of P.nn.ylv~l. Inheritance .nd E.t.t. T..- CREV-IllS). Appllc.tlon. .re ev.ll.ble .t th.Offlc.
of the R.gl.t.r of Will., any of the ZS R.v.nue DI.trlct Offlc.., or by c.lllng the .p.clal Z4'hour
en.w.rlno ..rvlc. nueb.r. far for.. ordering: In P.nn.yluanla l-aaO-16Z-Z050, out.ld. P.nn.ylvanl. and
within local Harrisburg ar.. (117) 7u-aa94, TOO' (717) 77Z.ZZ5Z Clle.rlng lepalred Only).
OBJECTIONS I
Any p.rty In Int.r..t not ..tl.fl.d with the .ppral....nt, allowance Dr dl..llowanca of d.ductlon., or ........nt
of t.x Clncludlng dl.count or Int.re.t) e. .hown on thl. Natlc. au.t Object within .I.ty (60) d.y. of r.c.lpt of
this Notice bYI
--wrltt.n prot..t to the PA D.part..nt of A.v.nu., Board of App.al., D.pt. ZaIOZ1, Herrl.burg, PA
--.leetlon to h.v. the ..tt.r d.t.raln.d et audit of the account of the p.r,on.1 r.pr...nt.tlv.,
.-epp.al to the Orphan.. Court.
17128-10ZI,
OR
OR
ADHIN
ISTRATlYE
CORRECTIONS I
factu.1 error. dl.cov.r.d on thl. ....'...nt .hould ba eddr....d In writing tal PA D.p.rteent of R.venu.,
Bureau 0' Indlvldu.l T...., ATTNI Po,t ........nt Revl.w unit, D.pt. Z8a601, Herrl.burg, PA 171Z8.0601
Phone C1171 787.6505. 5.. paga 5 of tha bookl.t -In.tructlon. 'or Inh.rltanca T.. A.turn for a R..ldent
D.cedent- CREV-ISOI) for .n ..plan.tlon of .d.lnl.tr.tlv.ly corr.ct.bl. .rror..
Dlsccunl
I' any ta. dua I. p.ld within thr.. Cll c.l.nd.r lonth. .ft.r the d.c.d.nt.. death, . five p.rc.nt (5X) dl.count 0'
the ta. paid I. allow.d.
PENALTY I
The ISX t.. aan..ty non.p.rtlclpatlon p.n.lty I. COlputed on the tot.l of the ta. and Int.r..t .'...'.d, end not
paid b.fore Januery 18, 1996, the first d.y after the end of the t.. a."lIty period. This non.partlclp.Uon
p.nalty I. app.alabl. In the .... .annar and In the the .... tl.e p.rlod a. you would app.al the ta. end Int.r..t
that ha. bien .,.."ed .. Indlc.ted on thl. not leI.
INTEREST:
Int.r..t I. charged blglnnlng with flr.t dey of d.llnqu.ncy, Dr nine (9) .unth. and one (1) day fro. the data of
d..th, to the d.te 0' payaant. T.... which bee... d.llnquent b.for. Janu.ry 1, 1982 b.ar Int.r..t .t the r.t. of
.1. (6Xl percent p.r ennua c.lcul.t.d .t . d.lly r.t. of .000164. All tax.. which b.c... d.llnquent on and .ft.r
January 1, 198Z will b.ar Int.r..t .t . rat. which will uery frol cal.nd.r y.ar to c.lend.r y..r with th.t r.t.
announced by the PA D.part..nt of Reu.nu.. Th. appllcabl. Inter..t rate. for 1982 through 1991 er'l
'!!!! Int.ntt Ret. Dally 1nt.n.t Factor !!!! Inter..t R.t. Dally Int.rnt F.cter
1982 20X .000SIoB 1987 'X .000Z47
19as 16:< .aaOO8 19&8.1991 llX .OOnOl
198ft \IX .oonol 199Z 'X .000247
19&5 ISX . aaOS56 1991"I99it 7X .0aa19Z
I'" IDX .000Z7ft 1995-1991 'X .0OGZft?
"-lnterllt I. c.lcul.t.d a. followu
INTEREST . BALANCE OF TAX UNPAIO X NU"BER OF DAYS OELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I.,u.d aft.r the t.. b.co.., dallnqu.nt will r.fl.ct an Int.r.,t c.lculatlon to flft.en (15) day.
b.yond the d.t. of the ........nt. If pay..nt I. .ada .ft.r the Int.r..t coeputatlan d.ta .hown on the
Hotlc., additional Int.r..t au.t b. c.lculat.d.
STATUS REPORT UNDER RULE 6.12
Name 0 f Deceden t: Edna G. O::kcr
Date of Death: October 24, 1996
Will No.
Admin. No. 2196-0898
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 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 file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and lIlay be attached to this report.
Date: ~2/9q. 0:
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signaJire c:J" If-
Joel R. Zu11inger
Name (Please type or print)
200 Charrbersburg Trust Co. Bldg.
Charrbersburg, PA 17201
Address
(7]7 ) 264-6020
Tel. No.
Capacity:
Personal Representative
x Counsel for personal
representative
(MAH: rmfl AM3)
1~-13 f. '/
COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
b,/~l\q* ~
\/~
a
BUREAU OF INDIVIDUAL TAXES
1..IUllANC[ ,.. DIVISION
OCPl. IIUDI
HARRIS.URa, PA 11111-'.01
NOTICt or INHtRITANC& TAX
APPRAIBtHtNT, ALLOMANCt OR OIBALLOMANCt
or DtOUCTION5,.ANO ABBtBBHtNT or TAX ON
JOINTLY II&LO OR TRUBT ABBtTB
In.".I.. ,,, ",,",
Ii, DATE 05-01-2000
II. ESTATE OF OCK ER EDNA
DATE DF DEATH 11-16-1996
FILE NUMBER
COUNTY CUMBERLAND
RICHARD LOCKER .00 .- : I j i ~ ;,l.' SSN/DC 162-54-67B5
ACN 99125761
127 FOX HILL RD [ A.aunt R..Jthd
SHIPPENSBURG PA 17~.~?t
r~l'llll. ,
I.
M
MAKE CHECK PAYABLE AND REHIT PAYHENT TD:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
\
CUT ALDNG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ..
REii=isiri-EX--AFP--fiz-:99j------------------------------------------------------------------------------------
NDTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSHENT OF TAX ON JDINTLY HELD OR TRUST ASSETS
DATE 05-01-2000
ESTATE OF OCKER
EDNA
M DATE OF DEATH 11-16-1996
COUNTY
CUMBERLAND
FILE NO. S.S/D.C. NO. 162-54-6765
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORHATION
ACN
99125761
FINANCIAL INSTITUTION: MELLON BANK
ACCOUNT NO.
412-704-6755
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS (lO CHECKING ( ) TRUST ( ) TIME CERTIFICATE
03-29-1996
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
1. 000
.00
.00
.00
.15
.00
NOTE: TO INSURE PRDPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NDTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TDTAL DUE
· IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOIr. I CRI. YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
.00
.00
.00
.00