HomeMy WebLinkAbout96-00956
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IJETITION ...on IJROUATE 1lI1d GRANT 0... LETTERS
No, _o?l..q/Q -'1 S{p
To:
Kegi\ler of Wills fur Ihe
Couuly 01 _Culllh,'rl;lIId in lhe
Conunonwellhh 01 I'ennsylvllnia
_ ,_ __..___~._,_., /)!'\'I'dWII.
Socit,l S""'lfity No. _ . I h 1- Ih-lILhh _
The pelilionol Ihe unde"igued le\I',',llull)' repre\enl\ Ihlll:
Your peliliouer(\I. whol\/nre I:, yea" 01 age ur older ulllhe exeCll1 or"
illlhe lasl will 01 Ihe uhol'e llecedelll. dUled -!i!IV""~I'r ) i,
Ilnd ,odicills) dilled N/,\ _
named
. 19.22-
(\Hlle ,r!c\'anl "..in'lll1l\IlIne:C\, C.Il. 'CnUl1dalioll, tlcalh nr C'-.ccUlor, CIC.)
Decendenl was domiciled 01 death in CUlllher I alld. CounlY, Pennsylvania, with
It 'H los' lamilyorrrindpal residelleeal Jr, N. 19th Street, Unrnul\h nf
Camp lilLI., l'euuHY van la
(11\1 \!recl, numher and mundflalil)')
Decendent, then llll years of age died Novemher 12 ,19 96
at lIo1y Spirit lIoHl'ltal, TnwnHl.!1' nf EaHt l'enllHhorn, I'cnnHyivanlu
Except as follows, decedent did not marry. was not divorced and did not have 0 child born or adopted
after execution of th~ will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: NI A
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 36 N. 19th St rcct , llorou~h of Camp
S 400,000,00
S
S
S 95,000.00
lIill, I'cnnHylvania
!
.
WHEREFORE, petitioner(s) respectfully requesl(~ the probale of the last will lItfttt:cllllltll!6l
presented herewith and the grant of lelters tCHtamcntary
(tcstamenlary; administration c.t.a.; administration d.b.n.c.l.a,)
theron.
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5170 SwamI' Road
Fclton, I'A 17322
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 8S
COUNTY 01' __ DAUPHIN
The prluion:r(s) abo'~,nlll',ed swear(s) or affirm(s) that the statements in the foregoing petition ore
true ami correct to the best tJI t:le knowledge and belief of petitioner(s) and that as personal represen-
talive(~) of the above deeedellt il~ti'ioner(s) will well and truly admlnlsler the estate according to law.
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Sworn to ~r affirm.ed pnd subscribed / . I :) --. - ~ f A,- ~ : ~ ,. !!!
before. me thiS ---1.:11:.1,,-,--._ day of { J/ '-{::'" >,,'.'-. -.-,. ~...~...'....,." ,... ~
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LAST WILL AND TESTAMENT
OF
CLAYTON L. ROCK
I, CLAYTON L. ROCK, of Camp Hill, Cumberland County,
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Pennsylvania, being of sound and disposing mind and memory, do
make, publish and declare this to be my Last Will and Testament,
hereby revoking all Wills and Codicils by me at any time
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previously made,
ITEM I: Death Taxes. All inheritance, estate and
similar taxes becoming due by reason of my death ("Death Taxes"),
whether such Death Taxes shall be payable by my estate or by any
recipient of any property, shall be paid by my Executor out of the
property passing under ITEM VII of this Will as an expense and
cost of administration of my estate. My Executor shall have no
duty or obligation Lo obtain reimbursement for any Death Taxes
paid by my Executor, even though paid with respect to proceeds of
insurance or other property not passing under this Will.
ITEM II: Exercise of Powers of Appointment. I hereby
exercise all powers of appointment which I may have at the time of
my death in favor of my Executor, and all property subject to all
such powers of appointment shall be included in my estate and be
governed by the provisions of this Will.
Page 1 of 9 pages
. .,
mine, as Custodian under the Pennsylvania Uniform
Transfer to Minors Act; or if such parent shall fail or
cease to act as Custodian, I designate the minor's other
parent as Custodian for the minor.
(e) The sum of One Thousand Dollars ($1,000.001
each to my nephews, JAMES C. ROCK, now of Bryan, Texas;
KENNETH A. ROCK, now of Sturgeon Bay, Wisconsin; and my
niece, MARGARET A. OBERKOFLER, now of San Antonio,
Texas, if living at my death.
If any of the individuals named in this ITEM IV dies before me or
in the case of a bequest to a married couple, if both die before
me, the bequest to such deceased beneficiary or beneficiaries
shall lapse,
ITEM V: Cash Bequests to Friends. I give and bequeath
the following sums to the persons specified below:
(a) The sum of ONE THOUSAND DOLLARS ($1,000,00) to
REV. WILLIAM RADER, now of Dauphin, Pennsylvania.
(b) The sum of ONE THOUSAND DOLLARS ($1,000,00) to
REV, MARY MEDKEFF ROSE, now of Mechanicsburg,
Pennsylvania.
(c) The sum of FIVE HUNDRED DOLLARS ($500.00) to
DOUG BONSALL, now of Newport, Pennsylvania.
(d) The sum of TWO HUNDRED DOLLARS ($200.00) to
JANE SHEPLER, now of Harrisburg, Pennsylvania.
(e) The sum of TWO HUNDRED DOLLARS ($200,00) to
JUDI SHEPLER, now of Harrisburg, Pennsylvania,
(f) The sum of TWO HUNDRED DOLLARS ($200.00) to
KATHY WILLIAMS, now of Harrisburg, Pennsylvania.
(g) The sum of TWO HUNDRED DOLLARS ($200.00) to
ROSE WEST, now of Harrisburg, Pennsylvania.
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(h) The sum of TWO HUNDRED DOLLARS ($200.00) to
ELEANOR DEIBERT, now of Camp Hill, Pennsylvania.
Page 3 of 9 pages
(i) The sum of TWO HUNDRED DOLLARS ($200.00) to
JAMES and ELEANOR ACRI, now of Harrisburg, Pennsylvania,
if they both survive me or entirely to the survivor if
only one survives me.
(j) The sum of FIVE HUNDRED DOLLARS ($500.00) to
PAUL and ANNI GARRETT, now of Camp Hill, Pennsylvania,
if they both survive me or entirely to the survivor if
only one survives me.
(k) The sum of ONE HUNDRED DOLLARS ($100.00) to
MARY FENI CAL , now of Camp Hill, Pennsylvania.
(1) The sum of TWO HUNDRED DOLLARS ($200.00) to
MIRIAM and JOSEPH MENOTTI, now of Camp Hill,
Pennsylvania, if they both survive me or entirely to the
survivor if only one survives me.
(m) The sum of ONE HUNDRED DOLLARS ($100.00) to
JOSEPH and GLORIA DOMINIC, now of Camp Hill,
Pennsylvania, if they both survive me or entirely to the
survivor if only one survives me,
(n) The sum of TWO HUNDRED DOLLARS ($200.00) to
BETTY COOPER, now of Fort Collins, Colorado,
(0) The sum of ONE HUNDRED DOLLARS ($100.00) to
VIOLET DETJEN, now of Frohna, Missouri.
(p) The sum of ONE HUNDRED DOLLARS ($100.00) to
ROSE and BRADFORD HENNINGE, now of Mentor, Ohio, if they
both survive me or entirely to the survivor if only one
survives me.
If any of the individuals named in this ITEM V dies before me or
in the case of a bequest to a married couple, if both die before
me, the bequest to such deceased beneficiary or beneficiaries
shall lapse.
ITEM VI: Cash Beauests to Charities.
(a) I give and bequeath the sum of Two Thousand
Dollars ($2,000.00) to each of the following charities:
Page 4 of 9 pages
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deem wise, without being restricted to BO called "legal
investments,"
(c) In order to effect a division of the principal
of my estate or for any other purpose, including any
final distribution of my estate, my Executor is
authorized to make said divisions or distributions of
the personalty and realty partly or wholly in kind. If
such division or distribution is made in kind, said
assets shall be divided or distributed at their
respective values on the date or dates of their division
or distribution. In making any division or distribution
in kind, my Executor shall divide or distribute said
assets in a manner which will fairly allocate any
unrealized appreciation among the beneficiaries.
(d) To sell either at public or private sale and
upon such terms and conditions as my Executor may deem
advantageous to my estate, any or all real or personal
estate or interest therein owned by my estate severally
or in conjunction with other persons or acquired after
my death by my Executor, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon my Executor in this paragraph or
elsewhere in this Will.
(e) To mortgage real estate and to make leases of
real estate for any term.
(f) To borrow money from any party, including my
Executor, to pay indebtedness of mine or of my estate,
expenses of administration, Death Taxes or other taxes.
(g) From the same source as from which Death Taxes
are to be paid in accordance with ITEM I, to pay all
costs, Death Taxes or other taxes, expenses and charges
in connection with the administration of my estate or
trust, and my Executor shall pay the expenses of my last
illness and funeral expenses.
Page 7 of 9 pages
refer to my Co-Executors or to my sole surviving Executor or
Executrix, as the case may be.
ITEM XIII: Waiver of Bond; Attornev Appointment. Any
Guardian or Executor shaH qualify and serve without the duty or
obligation of filing any bond or other security. I direct that my
Executors retain the law firm of Rhoads & Sinon as attorneys for
my Estate, I suggest that my Executors consult with LeRoy J.
Jones, Jr. in connection with the sale or retention of any
securities constituting part of my Estate,
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last will and Testament, consisting of this and the preceding
lli et
eight (81 pages, this -L day of
~~'1.~JU h:""
, 1995.
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Clayton i . Rock
.
(SEAL)
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-named
Testator as and for his Last Will and Testament, in the presence
of us, who, at his request and in his presence and in the presence
of each other, have hereunto set our hands and seals the day and
year above written, and we certify that at the time of the
execution/thereof, the said Testator was of sound and disposing
mi -and/memory,//:
; .;7'. A7r
c. . " I.~ ,,'/ y~.> ,) "- ,/I7
/ . ~~. ([/f..e, (SEALI Residing at: )(~tf...._tll':/t")!(fr.
/ I j' /,/ ,. ;' /J./ .'7-
1/1/ I-!.l t- (2 l t I({l''' '~/i./ I ~f' / v" /- () ') )
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.]' ~~\l~~ \ (SEALI Residing at: )$3 b(Jul~tJ.L'K~.
YlllL)JJ-\ Ft~0._
(SEAL) Residing at:
Page 9 of 9 pages
~ 1 - 96 - 9S6
REGISTER OF WILLS OF CU~IIIEHJ.ANIl COUNTY
OATH OF SUBSCRIBING WITNESS
Stnnley A. Smith nnu Nnncy .1, linn Inf\er
Kadicl
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that they were present and saw
Clayton I.. Hock
the testa' or , sign the same and that they signed as a witness at the
request of testa' or in ~ Is presence and (in the presence of each other) (lIl\X'll\lilXll"lil:G12nt:12
ofl(;tlw<mxmr=S>1blS,:dbJtng,,,wH~!?~R>lffl~' ~ ,fl //;,-;Y!-
Sworn to or affirmed and subscribed before I -.. f.. 7// 1/ JlUj't .' / .
me this I%'/L day of Stanley A. m'tt(Name)
November 19....22....- 436 WOOUCltCst Drive, Nechanlcshurl'. PA 17055
;jU?tA'-'- '7('" AuA'~K '_/1 '0/11<'" _(IA~/;~~~.
''/ ,,:'c.;;';;';L 5r:'\L Nanc .1. ,~' rt In'/'Name)
1.-l::';J:~i::;:Z;:I~:~:;;6:.;~~:~~ 1553 Bonbar Ron(~~d;:)k, I'A 17403
REGISTER OF WILLS OF COUNTY
OATH OF NON.SUBSCRlBING WITNESS
(each). a subscriber hereto, (~h) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
wiU presented herewith and
codicil
believes the signature on the wiU is in the handwriting of
believes the signature of the will presented herewith and that
codicil "-
believes the signature on the wiU is In the handwriting of "-
to the best of knowledge and belief.
tests'
of (one of the subscribing witnesses tol the
that
testa'
.,
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Sworn to or affirmed and subscribed before
me this ./ day of
19_
(Name)
(Address)
ReguleT
(Name)
(Address)
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CERTII'ICATION OF NOTICE UNIlER IWLE 5.(j(al
Name of Ilecedent: ChlVton L. Rock
Date of Death: Novemher 12. 1996
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Will No. 1996.00956 Admin. No.
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I certify that notice of beneficial interest required'~ Rule:;;.6(a~ the
Orpbans' Court Rules was served on or mailed to the f~l1owin~ benl~li/:iarieii:J)f the above.
captioned estate on December 13, 1996.
To the Re~ister:
Name
Addrl'ss
Donald A. Rock 307 S. Main Street, Woodsfield,OH 43793-1026
Janet L. Wilhelm 5170 Swamp Road, Felton, PA 17322
Robert J. and Geraldine C. Rock 2410 Memorial Dr., Apt. B-305, Bryan, TX 77802.2844
Shirley A. Rock
Lloyd A. Wilhelm, Jr.
Sheri Gable
David B. Rock
Chris Earle
Glenn A. Rock
Alicia (Wilhelm) Tarlton
Carol A. Shanaman
Susan E. Rock
Dr. Steven M. Rock
Stephanie Earle, a minor
Skyler Earle, a minor
Brett Tarleton, a minor
James C. Rock
Kenneth A. Rock
Margaret A, Oberkoner
Reverend William Rader
Reverend Mary Medkeff-Rose
Dou~ Bonsal1
Jane Shepler
Judi Shepler
Kathy Williams
Rose West
Eleanor Deibert
James and Eleanor Acri
Paul and Anni Garrett
Mary l<'enical
Miriam :md Joseph Manotti
307 S. Main Street, Woodsfield,OH 43793-1026
5170 Swamp Road, Felton, PA 17322
4666 E. Conway Drive N.W.,Atlanta, GA 30327
1403 River Road #55, Elizabeth City, NC 27909
1329 South Lincoln Lot 10, Knoxville, lA 50138
1131 Starbird Circle #1, San Jose, CA 95117
R.D. #1, Box 409, Wrightsville, PA 17368
51705 German Ridge Road, Powhatan Point, OH 43942
c/o Michigan Academy of Gymnastics, 3630 Plaza Drive,
Ann Arbor,MI 48108
P.O. Box 1504, Bloomington, IL 61702
c/o Ms. Chris Earle, 1329 South Lincoln Lot 10,
Kuoxville, IA 50138
c/o Ms. Chris Earle, 1329 South Lincoln Lot 10,
Knoxville, IA 50138
c/o Mr. Michael Tarleton, 5806 York ana Road, York,
PA 17402
2514 Oak Circle, Bryan, TX 77802
6161 Shoreside Circle, Sturgeon Bay, WI 54235
9823 Titan Drive, San Antonio, TX 78217
R.D.#I, Dauphin,PA 17018
101 St:mford Court, Mechanicsburg, PA 17055
300 Swatara Street, Dauphin, PA 17018
2884 Rumson Drive, Harrisburg, PA 17104
2884 Rumson Drive, Harrisburg, PA 17104
2884 Rumson Drive, Harrisburg, PA 17104
6040 Blue Bird Avenue, Harrisburg, PA 17112
207 ConodoquinetAvenue,Apt.l0, Camp Hill, PA 17011
2324 Berryhill Street, Harrisburg, PA 17103
40 N. 19th Street, Camp Hm, PA 17011
40 N. 19th Street, Camp Hm, I'A 17011
40 N. 19th Street, Camp Hm, PA 17011
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ATTORNEYS AT LAw
DAUPHIN BANK BUILDING
TWI:L,.TH FLOOR
ONI: SOUTH MARKI:T 5aUARI:
P,Q. OOX 11046
HARR'SBURO. PA '7106.1146
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TeLEPHONE (7171233.8731
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GeNeRAL: 717.232.I",ea
MUNICIPAL GROUP: 717.231.8810
LITIGATION GROUP: 717,23HI837
P'RCCT D'AL NO
(717) 231.6671
FlLCNO
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November 20. 1996
KM./1l2
Re: Estate of Clayton L. Rock
Date of Death: November 12, 1996
Ms. Mary C. Lewis
Regisler of Wills
Cumherland County Courthouse
I Courthouse Square
Carlisle. PA 17013
Dear Ms. Lewis:
Enclosed for probate arc Ihe following documents in connection with Ihe
above-captioned Estate:
I. Original and photocoPY of Last Will and Testament of
Clayton L. Rock;
2. Petition for Probate (Oath was administered in Dauphin
County); Of.'
3. Original Death Certificate;
4. Estate Infonnation Sheet;
5. Check in the sum of $384.00 in payment of filing fee. JCP fee
and cost of 5 Short Certificates;
6. PhotocoPY of letter. together with a copy of each document. which we
ask that you time,stamp and return 10 us.
7. Self-addressed stamped envelope for your use in returning time-
stamped copies 10 us.
YORK OF'F'lce:
lie EAST MARKET STReE:T, YORK. PA 170401. TeLePHONe 4717) 8043.8888. FAA '71718""3.588""
LANCASTeR OFFice:
Ie NORTH LIMe STReET, LANCASTeR. PA 17802. TE:LePHONE: 17171 397.&127. FAA 47171 3D7 &287
AFFILIATeD OF'Flce:
SUITt 1:-<:. 1100 SOUTH DIXIE: HIGHWAY. BOCA RATON. FL 330432. TtLePHONe 1""071 385.15585. F'AA 404071 385.8""87
f.
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DAVID I DOWLINO
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DAVID 0, fWAQDELL
CHAltLlI.J. '1"'"
IfANL.l:Y I\. llollYH
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E*AKC D. NICHOLAS
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DUN If DUI'N"""L
DONNA Iol .J CLA"'"
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LUCY C, "NllllLY
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THO.......,.I. NCHILLA
'ALIO ADMlnl:O '0 'loll: 'LOftoDA ~
Mrs. M<lry C. Lewis
Rcgistcr of Wills
Cumhcrl<lnd Counly Courlhousc
I Courthousc Squ<lrc
C<lrlislc, PA 17013
DC<lr Mrs. Lcwis:
IhlOAUH a: SINON 1.1.11
ATTORNI:YS AT LAw
DAUPHIN BANK BUILDING
TWEL,.TH FLOO"
ONE SOUTH MA"KIET SOUA"IE
P.O. BOX ....e
H"",,,""U"O, PA '7108.1146
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TELEPHONE C 1171233.11731
rAX NOS:
GENERAL: 717.131.104118
MUNICIPAL GROUP: 717.&31.8810
LITIGATION GROUP; 717.131-8837
DntlcT DIAL NO
231.6677
"lEND
January 3D, 1997
866/02
I{c: Estatr IIf (:lol\'lon t, 1{III'k
Encloscd is <I chcck inlhe :unolllllof $33,000.00 rcprescllling paymcnt on <lccount
ofPcnnsylv<lni<l Inhcril<lnce Tax for the ESlalC ofCI<lyton L. Rock. your file No, 0956 of 1996.
We <lrc making payment wilhinthrec months of Mr. Rock's death (NlIvemher 12, 1996) in order
to qualify for thc 5% discount for early payment,
Enclosure
YRD/bm<l/..I.,.
Very Iruly yours,
RIIOADS & SINON LLP
By:
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\ 1I1nc R. Durham
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YORK OFFICE:;
liSt E:AST MARKtT STReET, YORK. PA 17401. TtLEPHONt 17171843.8888. rAJ(C7171843.ses..
LANC.\STCR orF'le[:
18 NORTH UMCSTRCtT, LANCASTER. PA 17801. TELEPHONE: 171713117.SI1!7, FAX (717. 387-828'
AF'r1L1ATED OFrlCE:
SUITE a.c, 1700 SOUTH DIXIE: HIGHWAY, BOCA RATON, F'L 33<431. TELEPHONE f4071 :lIIS-Sl5eB. F'A)( 14071380-.4117
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C P
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R N
R D Stan1e A. Smith Eo ire
~ ~ TELEPHONE NUMBER
- T 717 233-5731
1. Roal Eslatl (Schldule A)
2. Slacks and Bonds (Schedull B)
3. Closlly Hlld SlocklPartnlrship Inllfost (Schldull C)
4. MortgaglS and NotlS Rlclivabll (Sehldule D)
5. Cash, Bank DlposllS & Miselllaneous Personal P'Oplrly (Sch. E)
S. Joinlly Ownld Proplrly (Sehldull F)
7. Transflrs (Schedull G) (Schldulo L)
8. TOlal GlOSS Asslts lIolal Linls 1-7)
9. Funeral ExpenslS. Administrative Costs. Miscellaneous
E'plnslS (Schldull H)
10. Debls, Mortgagl LiabilrtilS, Lilns (Sehldull Il
11. Tolal Deduclions lIolal Lines 9 & 10)
12. Nit Valul of Estall (Lino B minus Linl 11)
13. Chantable and Governmontal BlqUISlS (Schedulo J)
14. Nil Valul Sub.eclto Tax (Linl 12 minus Line 13)
15. Spousal Transflrs (10' datos 01 dlalh afil' 6-30-94)
See Instructions for ApplicabJe Percentage on page 2.
(lncludl valulS Irom Schodull K 0' Schldulo M.)
16. Amount of line 14 taxable at 6'/. ral.
(lneludl valulS f'om Sehedull K or Schedulo M.)
17. Amount or line 14 taxable at 151/. rale
(lncludo valulS !rom Schldulo K or Sehedule M.)
18. P'incipalla. dUI (Add tax I,om Line 15, 16 and t7.)
19, Credits Spousal Poverty Credit Prior Payments Discount Inler.sl
0.00 + 33,000.00 + l,736.B4 0.00
ZOo If Linl 19 is 'oallllhan Lino 18, enll' Ihe difl","nce on Linl 20. This is Ihl OVERPAYMENT.
~ II] Ch..k"... II au _,. ueolI . .orllld aI ur ....., ont.
21. If Line 18 is g,"allllhan Lino 19, Inll' Ihe difllllnel on Line 21. This is Iho TAX DUE.
A. Enter the interest on the balance due on line 21A
B. Entl' Ihl lotal 01 Llnl 21 and 21A on Linl 21B. This is Ihl BALANCE DUE.
Makl Ch..k Pa Iblllo: R IIIlr of Willi. A In!
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATlI ... ...
Undl' penalUn of PI1Juty ,I decl." thlt I hi.... .xamlned this r'llM'n.lncludll'l9 eccompanylnq schlduln .nd It.t.menll. and 10 th. but of my knowledgl and bllIl' .11 1.IrIA.
corrtc:t Ind complete. I decllre thlt.1I rill "1.11 has been "ported.t Irue market ...11\.11. Declar.tlon 01 pr.par.r olh...lh.n Ihe personal IIprnenl.t1....ls based on .Illnformallon of
which pflparlr has I'" knowlldge,
~U~~E~J;'FORFlLI"GREIUR"
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JA'[';OF OEAUt Mlrn lZI 1/ 1 CHECK HEnE
II.',POU!iAL
f' IIn',,'" l'i AU~
REV. lSOOEX .(7.1)41
\ I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
'f[AR
FILE NUMBER
CO~ MFfth1ttr~\ ~F~U'vr~~lANIA
uAnnI5h'~~G,).ffi hSOf.o I
:!l
1996
0956
NUIolDER
COUNly coor
D
E
C
E
D
E
N
T
DECEDENT'S NAU[ \LA5T, . Ifl!iT , AND UIODLE INIIIAll
Rock C1a ton L.
CECED[Nts COUrL[IE AODnESS
36 fl. 19t1l Street
Camp lIill, PA L7011
SOCIAL SECURITY NUUUER
OAIE OF OUlu
OAtEOFUInUt
167-36.0266 11 12/96 09 25/08 Cou"', CUMBERLJ\ND
ilF APPLICAOLE1SURVlYING 5POUSC'S NAMEILASt.FlRst AND UIOOLC INITIAL} SOCIAL SECURity NUMOER
AMOUNT RECEIVED ISEE INSTRUCIfONSI
X 1. Onglnal Return
4, lUT'Wled Estall
2. Suppllmental Return
41. Fulure Interest ComprorT\lsl
(lor dallS 01 daalh ahll 12-12-82)
~ 6. Decedent Oied Testate D 7, Oecedent Maintained a liVing Trust
(Anach cop of Will) (Anach a copy of Trustl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
RemaInder Return
(lor dallS 01 doath prior 10 12-13.82)
Federal Estate Tax Return Requued
Total Number of Safe Deposit Boxes
[!] 5.
1 8.
R
E
C
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P
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COMrlE1E MAILING ADDRESS
Rhoado & Sinon LLP
P.O. Box 1146
Harriobur PA 17108-1146
(1) 95 , 000.00
(2) 509 ,651.17
(3)
(4)
(5)
(6)
(7)
77,400.70
660.90
13,973.46
(8)
696,686.23
(9)
67,254.37
(10)
5.931.80
(11)
(12)
(13)
(14)
73,186.17
623,500.06
19.200.00
604 3DO.06
(ls1
0.00 X.OO:
0.00
(16)
594 , 300.06 X .06 :
35.658.00
T
A
X
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M
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U
T
A
T
I
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N
(17)
10,000.00 X .15:
1,500.00
(18)
37,158.00
(19)
(20)
34,736.84
0.00
(21)
(21A)
(21B)
2,421.16
0.00
2,421.16
ADDRESS lXnald A. Rock & Janet L. \,llhelrn, Co-Executors
~!_q.!.l.!1.q'!~!'._~.ll_~l)"!,_ _~~?,.I.':9_.. .1l"_~. ~;l.4.~._ _ _ _...
Harrioburq, PA 17108-1146
ADDRESS
~!.q. !.l.!1.q,!~!,.. ~ .ll_~l)"!,. .~~?_..I.': 9.'. .1l".~ _ ~;l_4_~. _ _.....
Harriobur PA 17108-1146
DA1E
J- y. 17
DATE
f')-=97
Form 1500 (R.v, 7.94)
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Act 14B 01 1994 provides lor the reauctlon 01 the tax ratos Imposod on tho not valuo 01 trenslors to ar lor
the use althe spauso, Tho ralos as proscrlbod by tho statuto will bo:
"3'll. (,03) will bo eppllcablo lar ostatos al docodonts dying on or al10r 7/1/94 end belaro 1/1/96
-2'll. (,02) will be applicable lor ostetes 01 docodonts dying an or eltor 1/1/96 end belaro 1/1/97
-''ll. (,01) will be eppllceble lor estates al decedents dying an ar al10r 111/97 and belare 1/1/9B
-Spousal translers accurrlng on or al1er 1/1/9B will be exempt Irom Inheritance tBlt,
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedenl mako a ,ansler and:
a. re..in tho uso or Income 01 the property ranslelTed,. . , .
I
I
I
I
....,.....,.,.. .
b. re..in the rlghllO deslgna" who shall uso the property ransfelTed or lIS ineome, .
......,....... .
c. retain a reverskJnary interest; 01 . . . . . . . . . . . . . . . . . . . . . . . ' . . . . . . ' . . . . . . . . . . ' . . . .
d. reeeivo tho promise for life o'either payments, benefits or ello?, . .
. . . . . . . . . ' . . . . . . ' . . . . . . . . . .
2. If death ClCQJlTed on or before Decembef 12, 1982, did decedent within two yellS preceding death
ransfer property withoul receiving adequa.. consideratiOn? If death occulTed atter December 12,
1982, did decedenl ,anster property within one yell 01 death without receiving adequa..
consideratiOn? , , , , , . . . , . . . . . . . . . . . . . . . . . . , . . . . . , . . . . . . . . . . . . . . . . . . . . . .
I
I
3. DiddeCedenlOWnan'in'uslfor'bankaccountathlsorherdeath?............................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
FOIm 1500 (AI". ,.g..)
Copyrlghl(cl'D14 rotm,ollllfUI onty CPsy.llmt, Inc:.
----.
SCHEDULE E
CASH. BANK DEPOSITS AND
MISCELLANEOUS PROPERTY (continuod)
I
j
, l
,
!
ESTATE OF: clayton L. Rock
FILE NUMBER: 21-96-0956
ITEM
NO DESCRIPTION
VALUE AT DATE
OF DEATH
13 Miscellaneous personal
property
per attached appraisal
2,211.00
14 American Association of
Retired Persons, refund
3.50
15 American Meteorological
Society, refund of dues
30.00
16 Bell Atlantic, refund
2.63
17 Bell Atlantic, refund received
on lease of telephone
15.48
18 Blue Ridge Haven West, refund
1,835.06
19 Blue Ridge Haven West, refund
of patient account
85.90
20 BlueCross/BlueShield,
prescription reimbursement
136.80
21 BlueCross/BlueShield,
prescription refund
1,120,29
22 Check in possession of
decedent at date of death
206.90
23 Consumer Digest, Inc., refund
of subscription to Money
43.24
24 Consumers Digest, Inc, refund
of subscription
27.44
25 Consumers Union of United
States, Inc., refund of
subscription
7,50
.--
~EV . I~Oll Ell. .112-11'
CO~~.'1.'i~I't.'N'M "f. ~'IMt'.t~'N"
rits,oEN'i'bitcEclNI
ESTATE OF Clayton L, Rock
FILE NUM8ER
21-96-0956
Join. .enlnl(I):
NAME
A. Donald A. Rock
ADDRESS
307 South Main Street
Woodsfield. OH 43793-1026
RElATIONSHIP TO DECEDENT
son
8. Janet L, Wilhelm
5170 Swamp Road
Felton, PA 17322
Daughter
jointly-owned property:
ITEM LETTER DATE TOTAL VAWE DECO'S DOLLAR VAWE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSET "INT, DECEDENT'S INTEREST
TENANT JOINT
1 lIB 12/29/93 PNC Bank, N.A., Checking
Account No. S0800387S6 l,97B.15 33 1/3 659.38
Interest accrued 4.57 33 1/3 1. 52
TOTAL rllen en... on Uno 6 RocaDllulation' " 660,90
VI moro space Is needed Insen addlllonal shOOfS 01 same mol
Copyright lei ''''otm ,oil... only CPSy.llmt.lrc.
FCltm 1500 Sch.dlA. FtRlv. 12.&1)
,.--...
,--...
REV. "lOex . 11,171
cO~~N'l.'i'XMil1,llP' P~I1WhlANI'
"~"D~N1'b\td'ib'tNI
ESTATE OF Clayton L. Rock
SCHEDULE (j
FIle NUMBeR
THIS SCHEDULE MUST Be COMPLI!TED AND FILED IF Tlje ~~W~.!!.lQ AllV OF THe QUeSTIONS ON PAce 21S YES
ITEM
NUMBER
1
DESCRIPTION CJ' PROPeRTY
Il'lClud. M/I'It 01 I'"II.n,lef".Ihu
It ~'i'llIlnU.LJ.J..IlJll.ltf
Capitol Lifo Inauunce
Company. Policy No. Cll0~903,
payable in equal monthly
inatallmenta to Donald A. Rock
and Janet L. Wilhelm, valun<l
00 followa.
TOTAL VALUE
a: ASSET
DEC'D DOLLAR VALUE a:
'llo INT DECEDENT'S INTEREST
EXCLUSION
7 yra. 5 moo. ' remalndar of
10 yaar term certain period.
120\ Mid-Tarm AFR.7.94\
rounded to 8\
Annual Banetit'
12 x 206.90. ~,402.UO
Monthly paymant
Adj. Factor. x 1,0362
Adj. Ann. Benefit.2,572.60
Adj. Ann. Oenefit,2,572.60
o year factor, x 5.7466
14,704.16
Adj. Ann. Benefit.2,572.60
7 year factor. x 5.2064
13,394.40
o year value
7 year value
Difference
14,784.15
(13,394.39)
1,389.76
5/12 x 1,389.76
579.07
7 yr. value
5 mos. value
Value
13,394.39
579.07
13,973.46
0.00
13,973.46
100
13,973.46
TOTAL IAlso enter on line 7 Recaoltulotionl
(11"""1 ,pacolS needed, Insen addltionaloheets of same olIo,)
C"1'II"III' tNt I..."" ..fl..,. anl, c"'r"""..I",
II
13 973.46
FOfm 1!500 Schlduf. G(R,v.2olfl
,
~
----.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV. "11 Ell . 17.18)
COUUONWEAL TH OF PEI\F:SVLVAN'A
'NHEAilANCE TAX" :tUAN
RESIDENT OECEO NT
ESTATE OF Clayton L. Rock
ITEM
NUMBER
A.
Plene Prlnl Dr T e
FILE NUMBER
21-96-0956
DESCRIPTION
AMOUNT
1
Funeral Expenses:
Myers-Harner Funeral Home
funeral and burial services
5,169.00
B, AdmlnlltrlUve COltS:
1. Personal Representative CDIlVnissions
Sotlal Seturity Number of Personal Representative: 171-2B-2765
Year Convnlssions paid 1999
Sial security Number: 1B1-32-4296 Year Commissions paid: 1998
2. AftDrney Fees - RImds & Sirm llP
c.
9,750.00
9,750.00
27,500.00
3.
Family Exemption
Clamant
Address of Claimant at deeedenrs death
Sreet Address
City
ZIp Code
Relationship
Stale
4.
Probate Fees
399.00
1
Mlstellaneous expenses:
AT&T
64.42
2
Bell Atlantic
94.41
3
Borough of Camp Hill
sewer service at residence
60.00
4
Cumberland Law Journal
legal advertising
60.00
5
Dauphin Deposit Bank and Trust
Company
check printing expense
service charge
40.28
5.00
Total miscellaneous ex enses from continuation a e s
14 363.26
TOTAL Iso en1er on Uno 9 Reea II1llallOn
(If moro spatols needed. In.." addltlonalsheell of same size.)
Copyrlghl (e) 111114 form 1011"''''1 onlr CPSrl1lml, Inc:.
67 254.37
Form 15(X)Schedule H(Rn. 7.aS)
NIA
nCIlr.llUL~: II
M lllCICl,lJllIllOUll I{XI'~;IIU~;U (cont lnued)
FILE NUMBER: 21-96-0956
ESTl\TE OF: Cll\yton I" Hock
ITEM
NO
6
7
8
9
10
11
1:1
/\MOUNT
DESCR 1 P'rI 011
Dannlo O. Dennlnu"/,
p41ntlng nll/'vlceo I\t reolllnnclI
In p/'ep/\/'nllon to/' nl\la
1,250.00
charlao II. "I\\lot
nppra1Dnl rOle, colnll
10.00
Paul Oarrett
relmburuemant tor pnymllnt of
['epal I' expenneo to dec"dent' n
reoldance
318.50
lIobbie l\uctiollOern
apprainal of peroonal property
150.00
Kninlay Land scuLpting
landncaping nerviceo at
reoidance in preparation of
nnle
680.00
Landio Jewelero, Inc.
aprainal fee, jewelry
50.00
Jooeph Manotti
lawn care oarvican at
reddence
200.00
13
Ann M. Markley, Tax Collector
county raal eotate taxeD
378.42
14
McKonly , l\nbury
preparation of decedent's
peroonal income tax returns
(1996 )
525.00
15
The Patriot-News
legal advertising expense
16
Pl\ Watar Company
water service to residence
17
pennsylvenia power , Light
electric service to residence
187.84
18
Rhoado , sinon LLP
reimburoement for payment of
Derr'o lIauling invoice for
removal of trash at residence
out-of-pocket expenses
5,038.30
Total. (Carry forward to main schedule) . . . $
90.70
72,03
455.00
670.81
..........
----..
SCHEDULE H
MISCELLANEOUS EXPENSES (continued)
ESTATE OF: Clayton L. Rock
ITEM
NO
22
23
24
25
26
27
FILE NUMBER: 21-96-0956
DESCRIPTION
AMOUNT
19
Rhoads &
Reserve:
expenses
Sinon LLP
final out-of-pocket
250.00
20
Cumberland County Register of
Wills
additional short certificates
33,00
21
PNC Bank, N.A.
service charges
28.18
Net expenses of sale of
residence, per attached
settlement sheet:
- 7t conunission
- 1t realty tran.
- Notary fees
- Disbursement fee
- Pest Inspection
- Sewer charges
- Less: return of
prepaid taxes (net) (104.77/
6,650.00
tax 950.00
10.00
35,00
30.00
7,66
7,577.89
Gene Smith
expense of repairs at
residence in preparation for
sale
13.00
Travelers
homeowners' insurance coverage
on residence
221. 00
UGI
gas service to residence
1,105.49
Julie Vasani
Cleaning services at residence
in preparation of sale
25.00
Waste Management of Central PA
trash removal service at
residence
71. 40
Total, (Carry forward to main schedule) , . . $
9,324.96
---',
SCHEDULE J
BENEFICIARIES Icontinued)
ESTATE OF: Clayton L. Rock
FILE lIUMBER, 21-96-0956
ITEM
NO
5
10
11
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF
ESTATE
Lloyd A. Wilhelm, Jr.
5170 Swamp Road
Felton, PA 17322
Son-in-law
2,000.00
6
Sheri Gable
4666 E. conway Drive N.W.
Atlanta, GA 30327
Granddaughter
5.000.00
7
David B. Rock
1403 River Road #55
Elizabeth City, NC 27909
Grandson
5,000.00
8
Christine Earle
1329 South Lincoln Lot 10
Knoxville, IA 50138
Granddaughter
5,000.00
9
Glenn A. Rock
1131 Starbird Circle #1
San Jose, CA 95117
Grandson
5,000.00
Alicia (Wilhelm) Tarlton
R.D. #1, Box 409
wrightsville, PA 17368
Granddaughter
5,000.00
Carol A. Shanaman
51705 German Ridge Road
powhatan Point, 011 43942
Granddaughter
5,000.00
12
Susan E. Rock
clo Michigan Academy of
Gymnastics
3630 Plaza Drive
Ann Arbor, MI 48108
Granddaughter
5,000.00
13
Steven M, Rock
P.O. Box 1504
Bloomington, IL 61702
Grandson
5,000.00
14
Christine Earle, CUstodian for
Stephanie Earle, a minor under
PA U.T.M.A.
c/o Ms. Chris Earle
1329 South Lincoln Lot 10
Knoxville, IA 50138
Gt-Granddaughter
5,000.00
~
-.
ESTATE OF CLA YTON L. ROCK
SSN: 167-36,0266
000: 11-12-96
PENNSYLVANIA INHERITANCE TAX RETURN
INDEX TO EXHIBITS
Document
Return Reference
1. Will Page I
2. Settlement Sheet Schedule A
36 North 19th Street. Camp Hill. PA
3. Valuation Schedule, Series E Savings Bonds Schedule B, Item I
4. Appraisal, Coins Schedule E, Item II
5. Appraisal, Jewelry Schedule E. Item 12
6. Appraisal. Miscellaneous Schedule E. Item 13
Personal and Household Property
7. Capitol Life Insurance Company Schedule G
Letter Regarding Value of Annuity
,GlS7.
LAST WILL AND TESTAMENT
Q..E
CLAYTON L.. ROCK
I, CLAYTON L. ROCK, of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do
make', publish and declare this to be my Last Will and Testament,
hereby revoking all Wills and Codicils by me at any time
previously made.
ITEM I: Death Taxes. All inheritance, estate and
similar taxes becoming due by reason of my death ("Death Taxes"),
whether such Death Taxes shall be payable by my estate or by any
recipient of any property, shall be paid by my Executor out of the
property passing under ITEM VII of this Will as an expense and
cost of administration of my estate. My Executor shall have no
duty or obligation to obtain reimbursement for any Death Taxes
paid by my Executor, even though paid with respect to proceeds of
insurance or other property not passing under this Will.
ITEM II: Exercise of Powers of Aooointment. I hereby
exercise all powers of appointment which I may have at the time of
my death in favor of my Executor, and all property subject to all
such powers of appointment shall be included in my estate and be
governed by the provisions of this will.
Page 1 of 9 pages
:, ~"'. .--411I"" .
ITEM III: Becruests of Tanqible Pet's0nal Prooertv and
~.
(a) I give and bequeath all of my jewelry to my
son, DONALD A, ROCK, if he survives me.
(b) If my diamond ring passes to my son, DONALD A.
ROCK, under paragraph (a) of this ITEM, I give and
bequeath to my daughter, JANET L. WILHELM, if she
survives me, an amount equal to the value of said ring
as established by appraisal for death tax purposes.
(cl I give and bequeath all of my household
furniture and furnishings, automobiles, books, pictures,
jewelry (not disposed of in paragraph (a) of this ITEM
III), china, crystal, appliances, silverware, wearing
apparel and all other like articles of household or
personal use or adornment to my children living at my
death in as nearly equal shares as they shall select. If
any such articles cannot be fairly divided or
distributed in kind in the opinion of my Executor, such
articles shall be sold and the proceeds thereof shall
pass as a part of my residuary estate.
ITEM IV: Cash BeQUests to Relatives. I give and
bequeath the following sums to the persons specified below:
(a) The sum of Two Thousand Dollars ($2,000.00) to
my brother and his wife, ROBERT J. and GERALDINE C.
ROCK, now of Bryan, Texas.
(b) The sum of Two Thousand Dollars ($2,000.00) to
my daughter-in-law, SHIRLEY A. ROCK, now of Woodsfield,
Ohio.
(c) The sum of Two Thousand Dollars ($2,000.00) to
my son-in-law, LLOYD A. WILHELM, JR., now of Felton,
Pennsylvania.
(d) The sum of Five Thousand Dollars ($5,000.00)
to each of my grandchildren and great-grandchildren
living at my death. If any of my great-grandchildren is
under the age to twenty-one (21) years at the time for
distribution hereunder, my Executor shall pay such
bequest to the minor's parent who is a descendant of
Page 2 of 9 pages
- ~ .. -,. .,.. ,........
mine, as Custodian under the Pennsylvania Uniform
Transfer to Minors Act; or if such parent shall fail or
cease to act as Custodian, I designate the minor's other
parent as Custodian for the minor.
(e) The sum of One Thousand Dollars ($1.000.00)
each to my nephews, JAMES C. ROCK, now of Bryan, Texas;
KENNETH A. ROCK, now of Sturgeon Bay, Wisconsin; and my
niece, MARGARET A. OBERKOFLER, now of San Antonio,
Texas, if living at my death.
If any of the individuals named in this ITEM IV dies before me or
in the. case of a bequest to a married couple, if both die before
me, the bequest to such deceased beneficiary or beneficiaries
shall lapse.
ITEM V: Cash Beauests to Friends. I give and bequeath
the following sums to the persons specified below:
(a) The sum of ONE THOUSAND DOLLARS ($1,000.00) to
REV. WILLIAM RADER, now of Dauphin, Pennsylvania.
(b) The sum of ONE THOUSAND DOLLARS ($1,000.00) to
REV. MARY MEDKEFF ROSE, now of Mechanicsburg,
Pennsylvania.
(c) The sum of FIVE HUNDRED DOLLARS ($500.00) to
DOUG BONSALL, now of Newport, Pennsylvania.
(d) The sum of TWO HUNDRED DOLLARS ($200.00) to
JANE SHEPLER, now of Harrisburg, Pennsylvania.
(e) The sum of TWO HUNDRED DOLLARS ($200.00) to
JUDI SHEPLER, now of Harrisburg, Pennsylvania.
(f) The sum of TWO HUNDRED DOLLARS ($200.00) to
KATHY WILLIAMS, now of Harrisburg, Pennsylvania.
(g) The sum of TWO HUNDRED DOLLARS ($200.00) to
ROSE WEST, now of Harrisburg, Pennsylvania.
(h) The sum of TWO HUNDRED DOLLARS ($200.00) to
ELEANOR DEIBERT, now of Camp Hill, Pennsylvania.
Page 3 of 9 pages
~
.... '. .........1!'l.,..,.1 L__
(il The sum of TWO HUNDRED DOLLARS ($200.00) to
JAMES and ELEANOR ACRI, now of Harrisburg. Pennsylvania.
if they both survive me or entirely to the survivor if
only one survives me.
lj) The sum of FIVE HUNDRED DOLLARS ($500.00) to
PAUL and ANNI GARRETT, now of Camp Hill. Pennsylvania,
if they both survive me or entirely to the survivor if
only one survives me.
(k) The sum of ONE HUNDRED DOLLARS ($100.001 to
MARY FENICAL, now of Camp Hill, Pennsylvania.
(11 The sum of TWO HUNDRED DOLLARS ($200.00) to
MIRIAM and JOSEPH MENOTTI. now of Camp Hill.
Pennsylvania, if they both survive me or entirely to the
survivor if only one survives me.
(ml The sum of ONE HUNDRED DOLLARS ($100.00) to
JOSEPH and GLORIA DOMINIC. now of Camp Hill.
pennsylvania. if they both survive me or entirely to the
survivor if only one survives me.
(n) The sum of TWO HUNDRED DOLLARS ($200.001 to
BETTY COOPER. now of Fort Collins. Colorado.
(0) The sum of ONE HUNDRED DOLLARS ($100.001 to
VIOLET DETJEN. now of Frohna, Missouri.
(p) The sum of ONE HUNDRED DOLLARS ($100.001 to
ROSE and BRADFORD HENNINGE, now of Mentor, Ohio, if they
both survive me or entirely to the survivor if only one
survives me.
If any of the individuals named in this ITEM V dies before me or
in the case of a bequest to a married couple, if both die before
me, the bequest to such deceased beneficiary or beneficiaries
shall lapse.
ITEM VI: Cash Becruests to Charities.
(a) 1 give and bequeath the sum of Two Thousand
Dollars ($2,000.00) to each of the following charities:
Page 4 of 9 pages
"'1''f'''!l~h.... t I II"
~, ~"..,.... "-'l!4"I!""H~:~,"il.
(1) HEIDELBERG COLLEGE, of 310 E. Market
Street, Tiffin, Ohio 44883, for its general
scholarship fund.
(2) PENN CENTRAL CONFERENCE OF UNITED
CHURCH OF CHRIST, 900 South Arlington Avenue,
Harrisburg, Pennsylvania for its "Make A
Difference Endowment Fund".
(3) UNITED CHURCH OF CHRIST BOARD FOR
MINISTERIAL ASSISTANCE, 475 Riverside Drive,
New York, New York.
(4) GREATER HARRISBURG YWCA, 215 Market
Street, Harrisburg, pennsylvania.
(51 LANCASTER THEOLOGICAL SEMINARY OF
UNITED CHURCH OF CHRIST, 555 West James
Street, Lancaster, Pennsylvania, for its
scholarship fund.
(6) UNITED CHURCH OF CHRIST BOARD FOR
HOMELAND MINISTRIES, 700 Prdspect Avenue,
Cleveland, Ohio.
(7) UNITED CHURCH OF CHRIST HOMES INC.,
8501 Paxton Street, Hummelstown, pennsylvania,
to be added to its benevolent endowment.
(b) I give and bequeath the sum of FIVE THOUSAND
DOLLARS ($5,000.00) to FOURTH UNITED CHURCH OF CHRIST,
1508 Market Street, Harrisburg, Pennsylvania 17103.
(c) I give and bequeath the sum of TWO HUNDRED
DOLLARS ($200.00) to MENTAL HEALTH ASSOCIATION OF
CUMBERLAND, DAUPHIN AND PERRY COUNTIES, now of Camp
Hill, Pennsylvania.
ITEM VII: Residue. I give, devise and bequeath all of
the rest, residue and remainder of my property, real, personal and
mixed, not disposed of in the preceding portions of this Will, to
my issue living at my death, per stirpes.
Page 5 of 9 pages
-"
ITEM Vlll: protection of Benp.ficiar~. No intereot in
income or principal of my estate or any trust created hereunder
shall be subject to attachment, levy or seizure by any creditor,
spouse, asSignee or trustee or receiver in bankruptCY of any
beneficiary of my estate or of any trust created hereunder prior
.0 .h' b.n.fiei.,," .e.u.l ,.e.ip. .h.,.of. My E..eu'o' .hall
p'Y OV" .h. n.. ineoO' .nd .h. p,ineip.' .0 .h. b.n.fiei.,i..
h.,.in d..ign...d, .. .h.i, in""'" may .pp'", .i.hou' ,.g.,d
to any attempted anticipation lexcept as may be specificallY
p,ovid.d h.r.in}, pl.dgin9 0' ...igno.n. by .ny b.n.fiei." of oy
estate and without regard to any claim thereto or attempted levy,
attachment, seizure or other process against said beneficiary.
lTEM IX: ~urvivorshio provisiona. AnY person who shall
h'V' di.d .. .h. .... .i.. .. 1 0' und.r .ueh ei,eu....ne.. .ha'
i. i. diffieul. or impo..ibl. '0 ....rmin' .ho .hall h'v' di.d
first, shall be deemed to have predeceased me.
lTEM X: powers of ExecutO~. In the settlement of my
estate, my Executor shall possess, among others, the following
powers to be exercised for the best interestS of the
beneficiaries:
(al To retain any investments I may have at my
death so long as my Executor may deem it advisable to my
estate so to do.
(bl To vary investments, when deemed desirable by
my Executor, and to invest in such bonds, stocks, notes,
real estate mortgages or other securities or in such
other real or personal property as my Executor shall
Page 6 of 9 pages
. ......
'.' '"
.......
,. '.'''7,,~ ".~. ,_ ...
deem wise, without being restricted to so called "legal
investments."
(c) In order to effect a div~sion of the principal
of my estate or for any other purpose, including any
final distribution of my estate, my Executor is
authorized to make said divisions or distributions of
the personalty and realty partly or wholly in kind. If
such division or distribution is made in kind, said
assets shall be divided or distributed at their
respective values on the date or dates of their division
or distribution. In making any division or distribution
in kind, my Executor shall divide or distribute said
assets in a manner which will fairly allocate any
unrealized appreciation among the beneficiaries.
(dl To sell either at public or private sale and
upon such terms and conditions as my Executor may deem
advantageous to my estate, any or all real or personal
estate or interest therein owned by my estate severally
or in conjunction with other persons or acquired after
my death by my Executor, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon my Executor in this paragraph or
elsewhere in this Will.
(e) To mortgage real estate and to make leases of
real estate for any term.
(f) To borrow money from any party, including my
Executor, to pay indebtedness of mine or of my estate,
expenses of administration, Death Taxes or other taxes.
(g) From the same source as from which Death Taxes
are to be paid in accordance with ITEM I, to pay all
costs, Death Taxes or other taxes, expenses and charges
in connection with the administration of my estate or
trust, and my Executor shall pay the expenses of my last
illness and funeral expenses.
Page 7 of 9 pages
...............,... - .. - ,."'... -- .
- ,......
...,..~.. .,J___
-
(hl To assign to and hold in my estate an
undivided portion of any asset.
(i) To hold investments in the name of a nominee.
(j) To compromise controversies.
ITEM XI: Guardian of Estate. Except as provided in
ITEM IV, if at any time any minor shall be entitled to receivQ iny
assets free of trust by reason of my death, whether payable
il.
! ~
hereunder, by operation of law or otherwise, I appoint the minor' ~ :"~.
. .~~I!
parent who is a descendant of mine (or if such parent fails to .'~~
I'
'. ,
. .~:
_.....!
".'\. .
l'''.
act, then the other parent of such minorl as Guardian of such
assets authorized by law payable to such minor.
The Guardian may
receive, administer and shall have full authority to use such
assets, both principal and income, in any manner the Guardian
shall deem advisable for the best interests of the minor,
including college, university, graduate or other education,
without securing a court order. The Guardian shall have all the
rights and privileges in its capacity as Guardian as are herein
granted to my Executor and Trustee as to my estate and any trusts
created hereunder.
ITEM XII: Executor Aooointment. I hereby appoint my
son, DONALD A. ROCK, and my daughter, JANET L. WILHELM, as Co-
Executors of this Will. If for any reason either of my children
should fail or cease to act, the other child shall act or continue
to act alone. All references in this Will to my "Executor" shall
Page 8 of 9 pages
-.
.....l/!WII~
..............",....,.. .,,,..f ,
refer to my Co-Executors or to my sole surviving Executor or
Executrix, as the case may be.
ITEM XIII: Waiver of Bond: Attornev Aooointment. Any
Guardian or Executor shall qualify and serve without the duty or
obligation of filing any bond or other security. I direct that my
Executors retain the law firm of Rhoads & Sinon as attorneys for
my Estate. I suggest ,that my Executors consult with LeRoy J.
Jones, Jr. in connection with the sale or retention of any
securities constituting part of my Estate.
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding
eight (8) pages, this JlI~ day of ~",....-d.j_ , 1995.
~ J: tf.~
Clayton . kock
(SEAL)
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-named
Testator as and for his Last Will and Testament, in the presence
of us, who, at his request and in his presence and in the presence
of each other, have hereunto set our hands and seals the day and
year above written, and we certify that at the time of the
executio thereof, ~e said Testator was of sound and disposing
mi ern
(SEAL)
Residing at: y,,?? kJocr/~/b2c.
,I~V~7055"
Residing at: ~&J.
~)\ 1=t1ClJ..
Residing at:
(SEAL)
(SEALI
Page 9 of 9 pages
~
-
SEIILEMEM! SIAIEMENI PAGE 2
L. SEIILEMEN' CMARGES
700. lot4Y.l~:/B[llker~j C~~~~O~ii~Q~~nJ'rj'"_t '---6~~.lI!L PAID FROM PAID FROM
inn ol.l9HS: BORROIIER'S SELLER'S
701. t 3.350.00 to..Jlo1llJnAll..,~rt s:UMOS AT FUNDS AT
702. t 3.300.00 to O'An.elo R~~~rJ!up ruLEMF.1 <<T
lOl~lsston Paid at Settl~n1 . ......-nn
704.
BOD. IIEMS PAYABLE IN CONNECIION WIIH lO~
I:~}~_;~:~_~rlalnat'on Fee I.QQQQ~!~~OU(l:LOnUiOr.lgQgUmj,C' 90"
803. Aoornlsal fee to-SouccUnc.J\Ollill!llL1cL'li.cJ:' ,"n
804. Credit ReDOrt to Source One HortgA""-C:~~"e ,e A
805. lender's InsDe~tion Fee to Source One HgtlS~~~- SO
806. Flood Certlflcatton to Source One Hortq~~ '1.0
.-;;;;-.
IA". Source ,orul Dnr 4
I Ana
I..n
81'.
900. IIEMS REQUIRED BY lENDER TO BE PAID IN ADVANCE
1m. 'n'~;o" In. , . ' 'n nA.n'.07 . I~d.ur 0 ".u. ~I ~..
, ... , to ..M
on, n~~o~.. -io
one Tn
90S. ~IlFD UI
Innl. H . . 47."
~" 0<
mo ~. ~n
To,.. ,~ ,.-;;;;;-
at ".A7 16774
Tnn. 0< ~.
OM' ~n at ;,.. mon'
'008, Aggregate Adjustment months at 145.39 por monlh '145.39
~-T"iC
-'0' Dr "0<100 .:;;
I"n, ~ TI.i. .....h
~ Tlro. AI 'n
-,;;-
I,,", Inn
~ . u....u ". F... 'n ...... 'nnn.. , ,n nn
-..
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1108. Title Insurance to t788.75 to Penn S.... .b...... Ao.ncv. Inc.r~r.''''' 788.75
--;; 10- "ne I
I "no ,.""." S on 7<0 0
I",n nun....I..
I 100 '00 A.I t:- -P~-nn at~ Abdrn~t A 75 00
" ,..
1113. COUrie~e to Pcnn State Abstract Agency, Incorporat 15.50
",0 o RNH ANa TRAN F R HAR S
pn,. . n."" . '" nn ,. " nn .< nn
PO' C I I S s' n."" t 9<0.00 ."''''rt"nan.. S 950 00
pn' -..... .- .< c<n nn
1'04
1205.
"nn .nn,i.nu..
.,n, 'u'~;~u -,;;
1302. Pest In~D@ctfon to Bowers Pest Cnntrnl ,n nr
= '907.0' Re .,.."..... Taw "0 Ann H H.rk'ev ,.. Co" 9" '4
"o...UT;~, , .,.,. 1nn
1305.
'400. lOTAl SETTLEMENT CHARGES (Enter On Lines 103, Section J and 502, Section K) 3,622.90 8,661.34
By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this 2 page statement,
(9'KUNKLEl
Certified to be 8 true copy
]: . S (f I
,
Penn STate Abstract Agency. Incorporated
Settlctnent Agent
1"'\
~.
3
@
1
.
ESTATE OF CLAYTON L. ROCK
United States Savings Bonds
i/n/o Clayton L. Rock and Mrs. Dorothy R. Rock
Face Interest D.O.D.
Date of Issue Serial No. Value Accrued Value
January, 1961 L 549 860 510 E $50.00 $295.50 $320.50
January, 1961 L 549 863 004 E 50.00 295.50 320.50
December, 1962 L 593 775 376 E 50.00 285.82 310.82
December, 1962 L 593 778 138 E 50.00 285.82 310.82
January, 1963 L 593 781 832 E 50.00 285,82 310.82
August, 1963 L 618 441 548 E 50.00 286.42 311.42
August, 1963 L 612 556 893 E 50.00 286.42 311.42
August, 1963 L 612 618 824 E 50.00 286.42 311.42
September, 1963 L 600 251 158 E 50.00 278.80 303.80
September, 1963 L 618 442 509 E 50.00 278.80 303.80
October, 1963 L 600 253 912 E 50.00 278.80 303.80
October, 1963 L 618 448 321 E 50.00 278.80 303.80
November, 1963 L 619 890 873 E 50.00 278,80 303.80
November, 1963 L 619 894 995 E 50.00 278.80 303.80
December, 1963 L 619 898 449 E 50,00 280.68 305.68
December, 1963 L 624 353 520 E 50,00 280,68 305.68
May, 1964 L 630 001 126 E 50.00 276,04 301. 04
May, 1964 L 630 004 360 E 50.00 276.04 301. 04
June, 1964 L 630 009 367 E 50.00 278.04 303.04
June, 1964 L 632 847 783 E 50.00 278.04 303.04
July, 1964 L 632 881 307 E 50.00 278,04 303.04
July, 1964 L 632 885 819 E 50.00 278.04 303.04
August, 1964 L 632 888 388 E 50.00 281.00 306.00
August, 1964 L 638 111 013 E 50.00 281.00 306.00
August, 1964 L 638 107 477 E 50.00 281. 00 306.00
September, 1964 L 638 111 126 E 50.00 273.48 298.48
September, 1964 L 638 115 397 E 50.00 273,48 298.48
October, 1964 L 638 119 261 E 50,00 273,48 298.48
October, 1964 L 642 051 237 E 50.00 273.48 298.48
November, 1964 L 642 054 400 E 50.00 273.48 298.48
November, 1964 L 644 217 501 E 50.00 273.48 298.48
December, 1964 L 644 223 408 E 50.00 275,40 300.40
December, 1964 L 646 268 001 E 50.00 280,68 305.68
January, 1965 L 646 270 179 E 50.00 275,40 300.40
January, 1965 L 646 274 542 E 50.00 275,40 300.40
January, 1965 L 648 498 875 E 50,00 275.40 300.40
February, 1965 L 648 502 678 E 50.00 249.54 274.54
February, 1965 L 652 596 319 E 50.00 249,54 274.54
March, 1965 L 652 600 289 E 50.00 243.82 268.82
March, 1965 L 653 809 303 E 50.00 243.82 268.82
April, 1965 L 653 808 329 E 50.00 243.80 268.80
April, 1965 L 656 925 998 E 50.00 243.80 268,80
May, 1965 L 656 931 940 E 50.00 243.80 268.80
May, 1965 L 656 933 747 E 50.00 243.80 268.80
..
-..
,
,
,--,
.
October, 1965 L 662 603 724 E 50.00 226.16 251.16
October, 1965 L 667 512 056 E 50.00 226.16 251.16
November, 1965 L 667 516 696 E 50.00 226.16 251.16
November. 1965 L 667 516 802 E 50.00 226.16 251.16
December, 1966 L 670 051 788 E 50.00 231. 24 256.24
December, 1966 L 670 051 902 E 50.00 231. 24 256.24
January, 1966 L 670 056 546 E 50.00 231. 24 256.26
January, 1966 L 670 058 874 E 50.00 231.24 256.26
January, 1966 L 670 059 054 E 50.00 231. 24 256.26
April , 1967 L 707 505 099 E 50,00 221.78 246.78
April, 1967 L 705 839 610 E 50.00 221.78 246.78
May, 1967 L 709 329 627 E 50,00 224.14 249.14
May, 1967 L 709 354 061 E 50.00 224 .14 249,14
April , 1969 L 757 765 824 E 50.00 223.66 248.66
April , 1969 L 759 841 292 E 50.00 223.66 248.66
May, 1969 L 761 796 486 E 50.00 226.06 251.06
May, 1969 L 761 820 380 E 50.00 226,06 251. 06
May, 1969 L 759 861 939 E 50.00 226.06 251. 06
June, 1969 L 761 935 999 E 50.00 215.08 240.08
June, 1969 L 763 493 035 E 50.00 215.08 240.08
July, 1969 L 763 514 138 E 50,00 217.42 242.42
July, 1969 L 764 880 541 E 50.00 217.42 242,42
August, 1969 L 767 507 491 E 50.00 213.18 238.18
August, 1969 L 767 531 354 E 50.00 213.18 238.18
September, 1969 L 769 503 894 E 50.00 213,20 238.20
September, 1969 L 769 532 387 E 50,00 213.20 238.20
October, 1969 L771 024 914 E 50,00 213.20 238.20
October, 1969 L 773 563 760 E 50.00 213.20 238.20
November, 1969 L 773 585 434 E 50,00 213.20 238,20
November, 1969 L 773 735 040 E 50.00 213,20 238.20
November, 1969 L 773 758 563 E 50.00 213,20 238.20
December, 1969 L 773 780 907 E 50,00 214.44 239.44
December, 1970 L 775 932 323 E 50.00 214.44 239,44
January, 1970 L 775 949 453 E 50.00 216.70 241. 70
January, 1970 L 775 968 082 E 50,00 216.70 241. 70
February, 1970 L 775 987 391 E 50.00 212.56 237.56
February, 1970 L 778 896 695 E 50,00 212.56 237.56
March, 1970 L 778 915 662 E 50.00 212,58 237.58
March, 1970 L 780 054 681 E 50.00 212.58 237,58
April, 1970 L 780 110 760 E 50,00 212.58 237,58
April , 1970 L 780 131 175 E 50,00 212.58 237.58
May, 1970 L 784 600 069 E 50.00 212,58 237,58
May, 1970 L 784 762 842 E 50.00 212.58 237.58
May, 1970 L 784 779 898 E 50.00 212,58 237,58
June, 1970 L 784 801 401 E 50.00 213.70 238.70
June, 1970 L 786 731 400 E 50.00 213,70 238.70
4,500 22,099 24,349
95111
- 2 -
~
~.
EST ATE OF CLAYTON ROCK
(Inventory of Coins)
Silver Dollars
t(,~ I4t. 0
Year:
I - 1921
1-1922
I - 1880 ("To My Valentine-1933)
1-1887
3 - 1896
/~~
Half Dollars
Year
I- 1914
1 - 1934
1 - 1942
I - 1943
1 - 1952
1 - 1954
5 - 1964
I - 1966
5 - 1967
2 - 1968
-----"
--.-----------. .
---- .---- ----.
-----
Ouarters (Silver)
Year
6 - s.ilY.~Ladv Libert)': (!!la!K\nggY..e3.!:..m~gible) -- --. --- ----
I - 1940
2 - 1941
2 - 1942
3 - 1943
2 - 1944
2 - 1945
I - 1946
1- 1948
f. )Cl.
7S"
_j &>
.__1 "-0_
~ ,.r
c.! _
I ~:Q..
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,$'
.,.
I ~-o
--..--
2~
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-1..~ 7'-
7$'
I :f:o..
7S-
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37S'
737-8024
,
INC.
.-'.
2129 Market Street
Box 481
Camp Hill, PA 17011
January 15, 1997
Ms. Yvonne Durham
%Rhoads & Sinon
1 So. Market Square
Harrisburg, PA 17108-1146
concerning the jewelry estate pieces of the Estate of
Clayton Rock, the following items have been examined and
appraised.
The enclosed report, in duplicate, has been undertaken to
determine an approximate estate value for the items as described.
Each item has been examined to the best of my ability to
determine fair market value only. The procedures, wording and
values would all be different if this report was undertaken
for other purposes.
This report or any copy does not carry with it the right of
publication without prior written consent nor may it be used
for any purpose by anyone other than the above named, and as
such, may only be used in its entirety and with this cover
letter.
The specific description of the gems or jewelry is for the sole
purpose of identification in order to determine the parameters
for valuation. The description is based upon grading and other
techniques and equipment available to, and used by Landis
Jewelers, Inc., at the time of examination. The description
may reasonably vary from other descriptions of the items listed,
and may vary in the future as a result of changes and
improvements in grading techniques and equipment.
Unless otherwise stated, the weights of all mounted stones are
estimated by formula. Many mountings restrict examination of
details of the gemstone; unless specifically stated that stones
were removed and graded, statements referring to color and/or
internal pureness are provisional; approximate weights are
determined by volumetric calculation; estimate replacement cost
is based on assumed species, size and quality.
Page 1 of 3
.-
r-
"""
I..I.\'/J/S mIl' E1. Eli
Propwy of ___Estate_of .Clayton.Rock
kll'dry
Appraisal
Gold - $379.00 per oz.
Ul:SCRII'1I0N or ARline
January 15, 1997
'''lI\IAIIllJllrtAlI\HNT
('o..r
Item 1: A lapel size hunting case pocket watch, yellow gold
filled case. An American Waltham movement 011233551 in case
06698640. The watch is not in running condition. There is
a yellow gold plated chain attached.
$ 28.00
Item 2:
stem.
Chatelain pin, yellow gold plated, broken pin
No value
Item 3: Gent's diamond ring, l4kt yellow gold. A
brilliant cut diamond measuring 8.00mm by 4.45mm deep,
estimated weight as calculated by formula, l.80ct, clarity
VVS2, color G. The diamond is set in a white plate using
six beads.
Note: The mounting does not allow inspection and
accurate measurements. The girdle of the diamond cannot be
inspected and both the clarity and color grade could be
affected by limitations of the setting.
End of Report
$6510.00
Page 3 of 3
Th", "Um.IN trpl,crmrnt (0.1. .t.
burd onl, on 'tllnul" of Ih. quality
Ollh. .tonr. lunl.u 'ptflf,ully .IIIrd
,hi' th, tlontt w,n rrmovrJ and
<<uJ.dl. Wr .uutn, no lilh,lil' ""Ilh
r"r<<' 10 .ny "hon th.1 tn.y bt f.h"
un Ih. bUI' ollh. 'rpulul.
:> JJ t..
'",
/! " O:;tt..
Appraiser
0;;;/
""'"
1""'.
6
o
Q
~
4
........,
--
top of chest
Match safe, "Gem" ............,...$20.00
19TH century foreign and
American coins, worn $10.00
Box marbles, cobalt & agate $15.00
BOx jewelry, pocket watch,
tin ....................,........,..$35.00
Balance of Items ( door sets,
Baby Ben, old razors, etc. $20.00
Piano stool .........................................,.......$45.00
Floor lamp ..................................................$15,00
Oriental style rug ..........,...........,........,.......$25.00
Clothes tree ...,........,.,..".,..,...........,....,.."..,$10,00
Games ............................................. ....... ......$5.00
Three frames on wall .....,...........................$10.00
Older advertising Items (Yardsticks,
flyswaters) ................ ,..............,..., .....$1 0.00
Balance of Items In room ..........,...............$10.00
First floor front
bedroom: Four piece French style bed set ................$125.00
Top drawer, high chest
Costume Jewelry, fountain
pen, misc. .................................$20.00
Second drawer
Crystal Jar and misc. accessories $5.00
Bottom three drawers
Clothes and accessories ............$5.00
Night stand and contents .........,..............,...$10.00
TWo drawer file and contents .....................$15.00
Dresser contents, all personal Items ..,........ - 0 .
Cedar chest ...,...........,....................................$50.00
Contents (material, two fur pieces, etc.J ....$10.00
Clothes tree ...............................,....................$10.00
Miscellaneous costume Jewelry ....................$10.00
Much old clothing ...............................,............ . 0 .
Closet contents ...............................................$10.00
Balance of Items In room ..........,.............,......$10.00
Linen closet: Household supplies .......................................... - 0 -
I)./..
.
-
Living room: Three drawer chest .....,...................................$20.00
sylvania TV with stand ................,.....,.............$20.00
Brass fireplace set with log basket ,............,..$20.00
Formica desk and shelf ...................................$5.00
Five pieces upholstered furniture ..,..............$5,00
Boxes personal paper ....,..................,..,............. - 0 -
Boxes clothing .........,.....,.......,....,..,................... - 0 .
Kneehole desk ............................,......................$25.00
contents ,...... ...... .,. ..,.,.,.., ... ... ... ..".... ,....... .... .,.,.$25.00
Card tables ...............................................,....,...$5.00
Anniversary clock .............,.................,.............$20.00
Round mirror ...,.................,....,........................,$15.00
Many frames and personal photos ,................$20.00
Floor lamp ..................,........,..............................$10.00
Floor lamp ,..........,...,.........,..,.,...,...,..,..".,..,.......$5,00
TwO desk lamps .................................................$5.00
Humidifier ............,........,...........,..................,.....$5.00
Three feet of records ...............,........................$1.00
Balance of Items In room .......................,..........$25.00
Kitchen: Formica breakfast set ...........................,..,.........$25.00
TwO matching chests, circa 1940 .....................,$40.00
contents (flatware, kitchen Items) ...................$25,00
GE microwave ....................................".....,......",$10.00
contents top cabinets ................,......................$25.00
contents bottom cabinets ..,.............................$50.00
Hotpolnt refrigerator .,............................."......,$75.00
Card tables ............................................,....,........$5.00
Balance of Items In room (much mlsc.l ...........,$30.00
upstairs eaves
storage area: Bag old children's games ,..........,..,....................$40.00
Baskets ..................,.....,.................,.............. ........$20.00
Tins ................. ........ ..............................................515.00
Old pictures .............".,...... .... ........ ,......,.........,....$20.00
Trunk ....................................................................$5.00
Misc. storage and clothing .............................,..$20.00
Books .. ..................................................................$5.00
oerby hat .................... ........,......... .................. ...,.$1 0.00
w,I.
~
.--.
Upstairs South
bedroom: GE TV .....................................,..,.........................,$10.00
Formica chest and contents ...........,................$15.00
Luggage.............................................................. $ 5,00
Floor lamp ............................................,.............$10.00
Formica bed ,.............,........................................$5.00
Metal shelf and contents (sewing Items) .........$10.00
Two desk lamps .........................,........................$10,00
Four pictures ,..,.........,.............................,...........$10.00
Balance of Items In room ..,.............,..........,..,...$40.00
Upstairs North
bedroom: Three day beds .........,............,..,............,..........,.., - 0 -
Old children'S games .....,...................,....,...........$25.00
Maple chest and contents .............,....,..............$25.00
Two crib quilts, hand stitched ..............,..,.....,..$90.00
Sewing machine ..,....,................,..........,.......,.....,$5.00
sewing supplies ,.................................................$10,00
Balance of Items In room ......,....................,......$20.00
Basement: upright piano ......,........,...........,..........,.........,....$25.00
Tool chest and large pile contents (tools,
parts, supplies, mise.! ................,...........$100.00
Old chalk board ...............................................$10.00
Pile of misc. storage ,.....,..........,......,..,....,....,....$20,00
Four metal shelves and contents .....................$5.00
Tru Cold freezer ,....,...................,........,..............$10.00
Air-Way vacuum (antique) ...............................$10.00
Signature washer .,.............",..",......,................,$25.00
Kenmore dryer .................,..........,......................$45.00
Dehumidifier .........................,...".,.."..,..,."..."....$10.00
Misc. small tables and chairs .............................$10.00
Radio Flyer wagon .......................,.....................$30.00
Usual household tools and accessories .........,..$35,00
More tools ............ ......,...,..,....,...................,........$ 10.00
Toro power shovel .............................................$15.00
Balance of Items In basement ..,......,.................$25.00
TOTAL $2211.00
uJJ.
"J /
",) -
'r.~'
...-".
... .--.,......-.,........'.---
.
1""'.
'"
I hope this appraisal will be helpful to you. Please do not
hesitate to phone If you have any Questions,
I thank you for letting me be of service In this matter and look
forward to working with you again In the future,
/'
, ~ ~
SinCerely,
I /"
/II d!i/ .J. --: ~
,
. '
!
,
WIlliam W. Hobble
Hobble Auctioneers
. --....-.....""......,-...
~
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@
.
<
.
..
/-.....,
;-"
Page 2
December 20. 1996
Clayton L. Rock
If you have any questions. please call me toll.free at 1.(800) 678-4536 extension 2010.
Sincerely.
(J(U'JI. ~\G~N"Lr
Haya Yeshaya
Claims Representative
~
Estate Inventory (Continued)
No. of
Shares
Stocks
1,940.8350 United International Growth
Fund, Account No. 24635716-625 $
5,797.1800 United Municipal High Income
Fund, Account No. 13893128-762
17,952.72
31,130.86
2,077.0210 United Vanguard, Account No.
24635716-629
18,485.49
Total Stocks
$
480,168.85
Cash
Merrill Lynch, cash account
$
140.40
Total Cash
$
140.40
Savinqs Account/Money Market/CMA
Dean Witter, Money Market
Account No. 410-17487
$
4,534.31
Merrill Lynch Ready Assets
Trust, Account No.
063-695-19A77-5
1,030.22
PNC Bank, N.A., Certificate of
Deposit No. 21001018119
5,260.28
Interest to date of death
9.55
PNC Bank, N.A., Certificate of
Deposit No. 21001018670
Interest to date of death
5,000.00
11. 06
PNC Bank, N.A., Certificate of
Deposit No. 21001018671
2,110.20
Interest to date of death
52.41
PNC Bank, N.A., Certificate of
Deposit No. 21001018672
2,110.20
Interest to date of death
52.41
Page 2
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DAUPHIN BANM BUIl.DING
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PIAteT 0'''''' NO
f'MNOS:
GCNCRAL: 717.131.1~lSg
MUNICIPAL GROUP: 717.231.8810
LITIGATION QROUP: 71'.131.8837
(717) 231.6671
"'LItNO
866/02
.1o&JO IoOI,unID'O ",.It notl'~......
August 7. 1997
Re: Estate of Clayton L. Rock
SSN: 167-36-0266
File No. 1996-0956
, .~
."...1
",
. .~ J
HAND DELIVERY
, .
Ms. Mary C. Lewis
Register of Wills
County of Cumberland
I Courthouse Square
Carlisle. PA 17013
','
Dear Ms. Lewis:
Enclosed are the following in connection with the above-referenced Estate:
1) Pennsylvania Inheritance Tax Return, in duplicate, showing a balance
due in the amount of $2,42\.16;
2) Check in the sum of $2,42\.16 as payment of balance due;
3) Inventory;
4) Check in the amount of $37.00 as payment for filing fees in connection
with the Return and Inventory;
5) Copy of U,S. Estate Tax Return;
6) A copy of this letter. together with the first page of Return and
Inventory, which we ask that you time stamp and return to us; and
YORK OFFICE.:
110 &AST MARKCT STRCET. YORK. PA 17"01. TELePHONe 1717} 8"3.8088. FAX 171718..3-888"
LANCASTeR OFFice:
Ie NORTH LIME: STRceT. LANCASTeR. PA17802. TeLePHONC 17171 307-5117. 'FAX 17171307.e287
AFFILIATED OFFICE:
SUITE: z-c. 1700 SOUTH DIXIE: HIGHWAY. BOCA RATON. 'FL 33..32. TCLE:PHONE: le811 30e.&50e, 'FAX te811 305.0<407
~ -. -.. ~.
.c, ! 'J' J ,'1
1_) {. , (
BUREAU OF INDIVIDUAL TAKES
IHIi[A!JAHC[ IAll DIVISIOH
D.-PI. 1110.01
fIANRISBURG. I'A IIU8-01t01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c';
1*
NOIIC[ OF INII[RITANC[ TAK
APPRAISEMENT, ALLOWANCE OR DISALLDWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAK
1I'.lh' IJ ''',n..,.
STANLEY A SMITH
RHOADS 8 SINON
PO BOX 1146
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLAYTON
ESQ
11-10-97
ROCK
11-12-96
21 96-0956
CUMBERLAND
101
AMount ReMi Had
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifEv:iS4-i-Ejf-AFP--iiiP}:fj-Noi''icE--ciF--iNHEili;:AifcE-~''-AiC-'A-ppjjiiisEHENi'-,--,H.rciwAifcriiiimm----m----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROCK CLAYTON L FILE NO. 21 96-0956 ACN 101 DATE 11-10-97
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CIIANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raa1 Estate (Schadule A)
2. stocks and Bonds ISchedule B)
3. Closely Held Stack/Partnarship Interelt ISchedula C)
4. Hartg.gal/Nates Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Parsonal Property ISchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers ISchedule G)
8. Total Assets
95.000.00
509.651.17
.00
.00
77.400.70
660.90
13.973.46
(8)
([)
(21
131
141
(5)
(b)
171
NOTE: To insure proper
credit to your account,
subait the upper portion
of this fora with your
tax paYMent.
696,686.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
67,254.37
9. Funeral Expenses/Ada. Casts/Hisc. Expenses ISchedule H)
10. Debts/Hortgage Liabilities/Liens ISchedule Il
11. Total Deductions
12. Nat Value of Tax Return
13. Charitable/GovernMental aequests; Non-elected 9113 Trusts
14. Net Valua of E,tate Subject to Tax
(9)
([D)
5.931.80
Ill)
([2)
([3)
([4)
B.186 17
623,500.06
19,200.00
604,300.06
(Schedule J)
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of a1h returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate 115)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
.00 X .00=
594,300.06 X .06=
10,000.00 X .15=
([8)
.00
35,658.00
1.500.00
37.158.00
TAX CREDITS:
PAYMENT
DATE
01-30-97
08-07-97
RECEIPT
NUM8ER
AA185126
AA211614
DISCOUNT 1+)
INTEREST/PEN PAID (-)
1,736.84
.00
AHOUNT PAID
33,000.00
2,421.16
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
37,158.00
.00
.00
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAy 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
L
RESERVATIONI E.t.t.. of d.c.d.nt. dying on or b.for. D.c.ab.r IZ, 191Z -- If any future Int.re.t In the ..t.t. I. tran.farr.d
In Po.....lon or anJoy..nt to Cl..s . (coll.t.r.l) b.n.flcl.rl.. of the d.c.d.nt .ft.r the .xplratlon of any ..t.t. for
Ilf. or for y..r., the Co..onwa'lth h.r.by .xpr...ly r..arv.. the right to appr.l.a Bnd ...... tran.f.r Inh.rlt.nca Tax..
.t tha I.wful CI... . (coll.t.r.l) rat. on any .uch future Int.r..t,
PURPOSE OF
NOTICE I
To fulfill the r.qulra..nt. of S.ctlon zl~a of the Inharlt.nc. and Estat. T._ Act, Act ZI 0' 1995, (72 P.S.
S.ctlon 91~a).
PAYHENTI
D.t.ch tha top portion of thl. Notlc. and lub.lt with your p.y.ant to the R.gl.t.r of Will. prlntad on the ravar.. .Id..
--Hek. cMck or .onay order p.yabl. tal REGISTER OF HILLS, AGENT
REFUND (CRh
A r.fund of . t.. cr.dlt, which w.. not r.qua.tad on the Ta. R.turn, '.y b. raqu..tad by co.pl.tlng an wAppllc.tlon
for Rafund of P.nn.ylvanl. Inharlt.nc. end E,t.t. T.." (REY-ISIS). Appllc.tlon. .r. av.llabl. .t the Offlc.
of tha Aagl.t.r of Will., any of the 2S A.vanu. DI.trlct Offlc.s, or by cllllng the .paclal Z~-hour
anlw.rlng ..rvlc. nuab.r. for for.. ord.rlngl In P.nnlylvanla 1-laa-S6Z-ZaSa, out.lda Pann.ylvanla .nd
within 10c'l H.rrl.burg ar.. (111) lI1-109~, TOO' (711) 112-ZZ5Z (Ha.rlng lap.lr.d Only).
OBJECTIONS I
Any plrty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, .110Hlnc, or dl..llow.nc. of d.ductlons, or a"",..nt
of ta. (Including discount or Int.r..t) .. .hown on thl. Notlc. ~.t obJ.ct within .I.ty (6a) d.ys of r.c.lpt of
this Notlc. by:
ADHIH
ISTAATlYE
CORRECTlDHSI
--wrlttan prot..t to tha PA D.part..nt of R'Vlnu., loard of Appa.ls, DIPt, ZIIOZl, Harrhburg, PA 17121-1021, OR
--Il.ctlon to h.v. the a.tter dateralnad at audit of tha account of the par.on.1 r8prallnt.Uv., OR
--app.al to thl Drphan.' Court.
F.ctual .rror. dlscov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA Dap.rt..nt of R'v,nu.,
Bur.au of Indlvldu.1 Ta..., ATTHI Post A.......nt Ravlaw Unit, DIPt. Zla601, Harrl.burg, PA I11ZI-0601
Phon. (717) 117-6S05. S.. p.g. 5 of the bookl.t "In.tructlon. for Inh.rltanc. Tax R.turn far a R..ld.nt
Dlc.dlnt" (REY-15al) for an a.planatlon of .dalnl.tr.tlvelY corr.ct.bl. arror..
DISCDUHT:
If any ta. due I. p.ld within thr.. (5) cal.ndar 'onth. .ft.r the d.cad.nt'. da.th, . flv. p.rc.nt (5~) dl.count of
tha ta. paid I. .llow.d.
PENALTYI
Thl 15~ ta. aan..ty non-p.rtlclpltlon pan.lty I. co,putld on the tot.l of the t.. and Int.rl.t .......d, and not
paid b.for. January II, 1996, the flr.t d.y aft.r the .nd of the t.. ..n..ty p.rlod. Thll non-p.rtlclp.tlon
pen.lty I. app..labl. In the .... .annar and In the tha .a.a tla. p.rlod .. you would .pp..l the tax and Int.r..t
thlt h.. bl.n .,.....d I' Indlc.t.d on this notlc..
INTEREST I
Intar..t I. ch.rg.d b.glnnlng with flr.t d.y of d.llnqu.ncy, or nln. (9) .onth. .nd on. (1) d.y fro. the d.t. of
d..th, to the d.t. of pay..nt. Ta... which b.c... d.llnquent b.for. Janu.ry I, 191Z b..r Int.r..t .t the r.t. of
-I. (6~) p.rc.nt p.r annua c.lculat.d .t a d.lly r.t. of ,OOOI6~. All ta... which bac... dallnquant on end aftar
Janu.ry I, 191Z viii b.ar Int.r..t at a rata which will vary frol cal.ndar y.ar to cal.ndar y.ar vlth that rat.
announc.d by the PA Dep.rt.ent 0' R.v.nu.. Th. appllcabl. Int.r..t rat.. for 191Z through 1997 .r'l
'!!!1: Inter..t R.t. Dally Inter..t Faetor !!!or Inter..t R.t. Dally Inter..t Factor
1912 zax ,000548 1987 9X ,0002"7
1985 lOX ,OOOUI 1911-1991 IIi( ,OOOSOI
19U IIX .0aalDI 1992 9X .000ZIt1
1985 I3X .000S56 1995-1994 7X ,DaOl9Z
1986 laX .00Ol74 1995-1997 9X .00Ol~7
nlnt.r..t It c.lcul.t.d .. followss
INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
--Any Notlc. II.u.d aft.r the ta. bac~.. d.llnqu.nt will r.fl.ct .n Int.r..t calculation to flft..n (IS) day.
b.yond the data of the ........nt. If plyeent Is ..d. Ift.r the Int.r..t caaputatlon data .hown on the
Notlc., .ddltlonal Int.r..t au.t b. c.lculat.d.
PURpOSE OF
HonCEI
To fulfill the r.qulr...nts of S.ction 21~5 (b) of the Inh.rltanc. and E.tat. Tax Act, Act 21 of 1995.
e7Z P.S. S.ctlon 91~5).
PAYttEHT,
D.tlch the top portion of thl. Notlc. and .ub.lt with your pay..nt to the R.gl.tlr of WillI prlnt.d on the
nv.r.. lid..
__ "aka check or lon.y ord.r payabl. to: REGISTER OF MILLS, AGENT.
REFUND (CR).
A r.fund of . tax cr.dlt ..y b. requut.d by co.pl.tlng an "Application for R.fund of P.M.ylvanla
Inh.rltanc. end E.t.t. Tax" (REV-1313). Applications .r. av.llabl. at the Offlc. of the R.gllt.r of WillI,
any of the 21 R.v.nu. Dlltrlct Dfflc.. or frol the O.part.,nt-. Z4-hour an.w.rlng ..rvlc. nu.b.rs for for.s ord.rlng.
In P.nnsYlvanla I-SOO-S6Z-2050, out.ld. P.nnsYlvanla and within local Harrl.burg ar.a (717) 787-809~,
TOOl (717) 712-2252 (H..rlng Iap.lr.d Only).
OBJECTIONS. Any p.rty In Int.r.st not I.tl.fl.d with the .......ent of tax .. .hown on thl. notlcl ..y obj,ct within
.Ixty (60) dayI of r.c.lpt of thl. Notlcl by:
--wrlttlll protllt to the PA D.p.rtllnt of R.v.nu., loard of App.als, D.pt. 281021, H.rrltburg, PA 17128-1021, OR
--.lacUng to have the ..tt.r d.t.raln.d .t .udlt of the p.r.on.1 npnllntaUvl, OR
--app..l to the Orphan.' Court.
AOftIN-
ISTRAnVE
CORRECTIONS I Factu.l .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA O.p.rt..nt of R.v.nu.,
Bur.au of IndlvldU.l 'ax.., ATTHI Po.t A.......nt Rlvlew Unit, Oapt. 280601, H.rrl.burg, PA 17128-0601,
Phona (711) 787-6505. S.. p.g. S of tha bookl.t "In.tructlons for Inh.rltanca 'ax Raturn for a Rasld.nt
O.c.dlnt" (REV-IS0l) for an .xplanatlon of ad.lnl.tr.tlvaly corr.ctabl. arror..
PEHALTV.
Th. IS~ tax a.n..ty non"partlclpatlon p.nalty I. coaputad on the tot.l of the tax and Intar..t .......d, and not
paid bafor. January 18, 1996, thl flr.t dlY aftlr the and of tha tax aana.ty parlod. Thl. non-participation
pan.lty I. app..labla In the .... .ann.r .nd In tha the .... tl.a p.rlod a. you would app.al tha tax and Int.r..t
that hu b..n au....d 81 Indlcatad on thl. notlcl.
IHTEREST I
For d.t.. of d.ath on or aft.r 10-3-91, P.nn.ylvanl. E.tat. 'ax ba..d on the F.daral E.tata Tax
r.turn b,cola. dallnquant .t the .xplratlon of nln. (09) .onths frol the data of d..th.
For d.t.s of d.ath prior to 10-]-91, Pann.ylvanla E.tat. Tax ba.ad on the F.d.ral E.tat. Tax r.turn
b.co.a. dallnquant at the .xplratlon of .Ightlln (18) .onth. fro' thl date of d.ath.
Tax.. which b.c." dallnqu.nt bl'or. J.nu.ry 1, 1982 b..r Int.r..t .t the rat. of six (6~) p.rc.nt p.r annul
calculat.d .t a d.lly r.t. 0' .000164. All tax.. which b.ca.. dellnqu.nt on or .ft.r January 1, 1982 will b..r
Int.r..t .t . rate which wlll vary frol cal.ndar y.ar to cal.nd.r ya.r with that r.t. .nnounc.d by the PA
Dlp.rt..nt of R.yenu.. Th. .ppllcable Int.r..t r.t.. 'or 198Z through 1997 .r'~
V..r Intenst R.t. Dally Int.rllt Factor V..r Intlrllt Rate D.lly Int.nlt r.ctor
1982 za. .000548 1987 ,. ,OOOZ47
1983 1.. ,000438 1988-1991 llX .000301
198.. \I' .000301 1992 .. ,OOOZ..7
1985 I]~ ,000356 1993-1"" 7X .000192
1986 .a. ,000214 1995-1997 .. .000247
.-Int,,"t It c.lcul.ted .. 'ollowlI
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlc. ISlu.d aft.r the tax b.co... d.llnquent will r.fl.ct an Inter..t calculation to ,Ifte.n (IS) day.
beyond the data of the ........nt. If pay..nt I. .ad. aft.r the Int.r..t co.putatlon data .hown on the
Hotlc., addltlon.1 Int.nlt ltU.t b. calcul.t.d.
PURPOSE OF
NOTICEt
To fulfill the requir...nts of S.ctlon 21'S Cb) of the Inheritance 8nd E,tat. 1.. Act, Act 21 of 1995. e7l P.S.
s.cUon 9145).
PA'mEHTa
Detach the top portion of thl, MoUe. end s..1t with your paYHnt to the Regllhr of WUII printed on the
tay.,.. sid..
-- Hek. chKk or ~y orat payable to: REGISTER OF MILLS, AGENT.
REfUND (CR) I
A r.fund of . tBx erect! t .ay be requested by cOIlPlaUng en "'AppllcaUon for R.fund 0' P..--.lyh'anl.
l~rltenc. end eatat. Tax" (REV.131]). Application. .t. avallabl. at the Office of the Alglst.r of Wills,
~y of the 23 R.v~. District Offlc.. Dr fro. the Depart..nt", 24-hour IInIw.rlng ..rvlca nu.ber. for fora. ordering:
In Pannl)'lvInJ. 1-800-362-2050, outslda P~.ylvanl. end .,ithln local Htrrlsburu .t.. (117) 787-8094,
TOO' (717) 712-2252 (H..rlng J~.lred Only).
OBJECTIONS: Any party In lnt.r..t not satl.fled with t~ ........nt of ta. a. shown on thl, notlca .ay obJact within
.I~ty (60) day. of rec.lpt of thl. Hotlc. bYI
--wdU.n prot..t to thl; P'" Deparn..nt of R.vltf'lf.M, &oard of Appeals, Dept. 281021, Harrisburg, P'" 17128-1021, OR
--alectJng to have the .aU.r detlrlllnad at audit of tho panonal r.pr..4tntetlv., OR
--~al to the Orphan.' Court
ADMIN-
ISTRATIVE
CORRECTIONS I FactUlll .rror. dlscov.red on this ....n..nt .hould b4I addr....d In .,rlUng to: P'" DepartHnt of R.v.....,
Bur.au 0' Individual Tax.., "'TTN: Post ....s.ss.4mt R.vl.", Unit, Dept. 280601, Harrl.burg, PA 17128~ObOI,
Phone (717) 787-6505. S.. page 5 of the bookl.t -In.tructlons for Inherltenc. T.~ R.turn for a R..ld.nt
D.c~t- (REV-150l) for an axplanatlon of ~lnl.tr.tlv.JY correctable .rrors.
PEHAlTV:
The 15~ tax -.ne.ty non-participation penalty I. coeput.d on the total of the tax and Int.r..t ..s.s.ad, end not
paid before January 18, 1996, the flr.t day aftar thl ~ of the tax 81In..ty period. Thl. non-participation
penalty Is ~.Iabla In the .8M .8Mllr end In the thl; .... tI.. par loci .. you would ~al the tax end Int.,..t
that has been .......d as Indlcat.d on thl. notlc..
INTEREST I
additional Penn'Ylvanla E.tat. Tax a......d as a r.sult of . change on the Fader.1 Est.ta Tax Closing
leU" bacONS delinquent at the explr.tlon of ono (}) eonth froe the date the final notlc. of the Incraa..
In Fadaral E.tata Tax I. recalved.
Taxa. which bee... d.llnquent bafore January 1, 1982 bear Int.r.st .t the rat. of alx (6X) percent par annua
calculated at a dally rat. of .000164. All taxa. which beca.a delinquent on or .ft.r January I, 1982 .,111 bear
Int.r..t .t . r.t. which .,111 vary froe calendar y..r to calendar y.ar with that rate announcad by the PA
o.part-.nt 0' Revenue. The applicable Int.rest r.ta. for 1982 through 1998 are:
V..r Inte,..t Rat. D.11y Intara.t Factor Vear lnte,..t R.te D.lly Int"a.t Factor
1982 20% .000548 1987 9% .0002le7
1983 .6% .00008 1988-1991 11% .000301
'9" 11% .000301 1992 .. .000247
1985 13% .000356 1993-199" r< .000192
'9" ..% .00027" 1995-1998 9% .0002,.7
--lnter..t Is calculated a. follow.:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. "sued .ft.r the isx becoe.. dallnquent will reflact en Inte,..t calculaUon to flit"" (5) days
beyond the date of the .n......t. If paYII.nt Is a.de aftar the Interut coeputaUon date .hown on the
Notlc., additional Int.r..t au.t be calcul.ted.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Clavton (,. Rock
Date of Death: November 12. ~ IqqIP
will No.
00956 of 1996
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is
complete:
Yes-X-
No
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
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 --K- No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and mal b1 attached )P this ,report.
~O--i(2iJ( /(J1L!II
Stanley A. s,ith, Esquire
Rhoads & sinon LLP
P.O. Box 1146
Harrisburg, PA 17108-1146
Date:
t.)-- 7) - c, r
tr\
"0 _~ '7)
N
.' /;i:
(MAH:rmt,4M3)
120358 I
___Personal Representative
-X-Counsel for personal
representative
~~
-.......
Capacity:
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