HomeMy WebLinkAbout97-00914
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RHO.;R'!' It:, M".:RR
Al'lnkNI:v A, L~w
100 Vllk. M(lAn
Nt:W ('IJM.I:MI,~Nn, r~ 17010
'I' '.'
IF mlS WILL ISnSPLACtlD OY A r-mw U<I
PLWB INfORM ROUI;RU, MYeRS as UI e
C, 1113.
o~ 'I:ho rout, retJl,c1ue and romtd.nder of my
,j; . '
IWfl wherovllt: situllta, together wHh all
Olltlltfl of tlVery IIl1turu
inllurapOti poUciEls tlllll1:e.on,. to go ElC]ullHy in, tht:ea (3) shares to
my three (3) ohildren, ,namely, W\YNll M. ROCKlny, PONlII,P 1.. ROCKEY
ancl 1,QU1INNMmLlI:lHII RQCI<mY, provhling they shaH llurv!vEl me by
ninety (90) oalendar daya.
In the ov'ant, any ohUcl or children
shall precleoeaao me or ahalJ. not surviVe me ))y ninety (90) ca1endar
days, then hie or her ohare to go equally to his or her ohildren
then UVi,ng, otherwi.setomy survi,vi,ng ohild or ohildren.
ITEM III.
I direot that any and a11 taxes that may be
assessed in oonaequenoe of my death, inoluding 1113. Inheri.tanoe,
and disoharge in suoh manner as my peraonal repreeentaUve may deem
proper, all <lebta and o1tlim~ owed by or to ml;l or my mutate, to
seH, lease or exchange at publio 'or privatesa1e, or in suoh
manner" 'at such prj,oes,and upon uuch terms of crecHt or otherwise,
as, my perllonal representat.i.ve Or said Trulltee may deem proper, a 11:
or any part of my property, real or personal/ to exeoute,
aoknowledge f\hd qeliver. instr.uments of, ootlveyalld8, inoludi.ng <leoda
il\ f'ee simple/ to ~lOrrtlW money fOl'tha PUn10lle of, paying aI/tate,
inheritanoe or other taXeS Whioh are required. to be pai(l and to
secure any BU9h loan by plodge or. mortgage of all or any part uf
my prO[~Clr.ty abel to (:lKt)(lUtu tho l\OOepfHIt'y inatrurOf:lllta to oarn' out
such [lOwers, td cliatr1butll my eat(lt~ in Idnll IJl' part:J.y in money 01'.
par.tly in kind, and tQ dotormJ.n~ the f.air v/.\lul.l at whioh any,
property so distributed in kind shall PEl received by the
dj,stributel:lEl' to oonduct !lny pudliallfJ J.n wh.j.oh :r have un intereat
at the time of my decense, f;Ol: such . period /;llil my ptlraonal.
reprellentaUVe may deem proper / power tQ borr.ow monoy aua pl\.'ldgCl
assets of the businoas an,1 the powl~r to c10 all other aota that I,
if! my. lifetime could have dohe, to delogate suoh poWer to any
~)al'tnl;ll', manager or employee w Hhout. HabUity for any losa
ooo\).rr.l.ng thereinnnc1 to or\lanhe a oornOl'ution to cllrrY on fla.i.c1
business as oapital to such oor.poration and aooept st06k in the
oorporation ib, 1iau thereof and hold suoh atogk for the uses of
this my WH1, lInd to vote aaidatook or sell tho same liS to illY
personal. represontaUve may seem beat, to retaih all I'ltooks I
, I'
as!!letSi bonds and inv~stmel1ta owned by me wJ.1;h/,)ut being oonf:J.neCl
to what is' known os legal illve~tments I to execute any ,options to
'p\1rohase,' to apply for stocks, bonds or other inVtlllth\tllnts i to
p~rchaseor 6therwi~~ ,aoquire real ~state opd to eKElouto'the same
powers thereover liS 'hel'l;linPElforll !;>l'ovlded, to retain in,lefini te1y
"
,
an~ ~art of my asaots, yeal or personal, which iEl ~rmay beoome
unproduotiv, or to make aa1e thereef, to pay carrying oharg~a and
eKp!!lnaes of the proPerty out 1,11' ether prinoipal or inoome of my
Ellltate, to invEls,tanc1 reinvest in all forms ,of propar1:,y wHhout
restriotion te i.nvelltl1'f!'llte aUthor! zed for Pennay lvunia fJclUoiaries I
aa the~ deeo, prolJer, without regarcl to thEl pdilOiple ef
divs1'aiHca1:fon0!1 rj,a,kl to ~lKe):(dae /l1\Y law-'given option. t" treat
,.
tldmlnhtraU,ve axpatHH'lfl oHllbr all 1nctllllo till< or tlli oatnte tax
911duot;Lons, wHhout. regui:cl \:0 wbothl.lr tho expOnfll.lll wore [IlIi.c1 fl:om
prillcipal. or j.noome. Tho tlOworll heroin oonf:t.ll:red shaH be to ,my
. namli'll [l~lraollt\1 reproaentllt~,ve tlnd auld tl'rulltoe unu Illl. auuoaasoru
thereto and I;lhall be in adcHti.on and not ;Ln 1i.mi\;pti,on of' other
vowero oonf'el'red on atdel fj.ducd ari,ea I
Any and al.l. payment or paymenta of. allY SUIll or flume,
whether 1n caoh or ;Ln kihd and whether for [l1'inoiva1 or inaom.,
payable t9any banef'icinry ahall be made upon tho oole receivt of'
tho rElOI?OQtiVQ bonefioj,ary to whom the puyment is made, and free
from anticipatlon, alienation, asolgnmellt, attachment, an~ pledge
add free f'rom oontrol by the creditor~ of any su~h benefioiary,
ITaM V I
All shal:es of prinoipal and income hereby given,
ahall be free from antioipation, aaei9n~ent, pledge oroblig~tion
of the henefi.ciar,ieo and !lny elf them and sl\a11 not be subjeot to
any exeo4+ion, or attachment~ levy or saquoettationor other claims
of theo'to'cUtors of sdd beneficiaries or any of them.
I'.l!~ VII I nominate, ooneti.tutc and appo;\.nt myauid thr('le (3)
oh;\'ldren, namely, WAYNE l~. HOCKlnY, PONAW Ii. HOCKEY C:\nd l,oU1\NN
,I
MjJlLISS1\ ROCI<lW, or the aurvi.votapf them, to be the aole Co~
El<eoutol:a of this. my !Jast Will arid Testament I to aerve wHhout
I)ond.
INtUTNEBS WlJERI!lOF, I, I,Jilf:l'l'I'1H H, Hl)CKEY, have, to this my Laat
wil 'J and oet toy hand and seal this ,J../Jt/J day of
, ,3.991.
J2~i~
(amAh)
,.,
COMMONWEAL TlI Of FENNBYlYANIA
DEPARTMENT Of REYENUE
OErT, 18000 I
IIARRliOURo, PA 171 u~oo I
, I
I::)' ~ I '3 -1.3
REV~1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
97 O~l~
YEAR IIU",OEII
-
(}
\'IEY.IDOO EX ' lI'i71
O"~14, UII OIl'Y
I
II!
'ILl HUM"R
21
COUIIlY CODE
..........-.-. -
I1lllt
u1..n~'II'fll'WOlilt
ROC my LESTER R.
10CIAl SECURITY NUMBEII DATE OF OEATtI
213"09~212! 11 /14
II' APPUeA'LII SURVIVINO ,Pousl'. HiMt IIAIY. 'IIIST, ~NO MIOPU INITl411
IlATE Of (1111111
/97 00 10
BOCIAL oECUlIl1Y NUMBER
12
TIU R!TuRN MuaT .. PILla IN aUPLICATI Willi 1111
REGISTER OF WILLS
[]] I.Orlgln.' n't'lIlh D 2, 8U';'II'llltlll'l' A.\tllll Cl 3, fl,m,lnd,"'fl,l\IIn '11I4t, III d"lh.p'l~ to 1~.IHa}
D 4, lIn1lt.d etl~t. , CJ 41. Futu" Inlll,1I ComllfOnll.. ldt'. III d.ilh ah_' U,IU21 C] &, F.dll.1 eU'I' T.. flll'hllll nequlr,d
[[] O,O.ud,"1 0'-<1 T''''lll ("IIICh copy 01 WillI CI 7. Ptcocj,,'1 MalnUln.d A llvll1U TIU'1 (AllHh c~v 0' 'fijlll --.Q 8, TOI.'I~Un\b., 01 hI' n,pollt Po...
[] 9. Lhlgillon Pfoc"d. "'~'~tll D 10. 81101n,1 ~ov"1V Cled" 14iIHHttlhli.'.....n u,ntltnd HUI [:) II. El.ctlon 10 I'l( undl;lr 8.0. 91131^1 '4'U".1'#l01
THIS SeCTION Ml,lST Be OOtr1p~mD, ALLooRResPoNDeNce AND CONfiDeNTIAL TAX INfORMA't'ION' SHOULD se DIRecTeo TOI
co I A 0 1.8
n
130 STATE STREET
PO aox 946 /) n
HARRISBURG, PA ),7108.0946
& BESHORE
MILSP
.)
1717 I 236~0781
1. R..1 hl.I' ISc~.dul. AI
W,CIAL' URoNLV
Iii
2, Slook. .nd Bond. (Sch.dul. BI 121
3, Clo"ly Hold ComOtation, P"lnollhlp o. Solo.Froptlolollhlp 131
4, MOllg.S" & Nol.. Ro.olv.hl. (Sohodulo 01 (41
6, C..h, B.nk 0'1'0.11' & MI'o.lI.noou. F.llon.1 P"poIIY
ISoh.dul. EI 161
0, Jolnlly Own.d PtOPOIIY IOoh.dlll.FI 101
7, InIOl.vlvo. T"n,'ol' & MI.coll.n.o,,, Non,F,ob.lo F.opolly
ISoh.dul. Q Ot LI (71
s, T"'.I Clro.. A...to /101.1 Lln.. 1<71
4
3
10
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040 01
664 30
,750 ,00
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181 , 10 ',462 31
906 20
900 49
0, fun.lal E'p'n'" & Mlnlnl'lrativ. Co.l. ISeh.dlll. III
12
3
191
10, O.bl' of, p."d,nt MOIIg.g. ll.~IIIII.., & ll,". ISeh,dlll, 111101
11. TDI.I O.d'lotion. 110,.1 lln.. 0 & 101
12, N.' Valu.' of E.tat. (lln. S mimi' lln. 11'1
13, Ch.rllabl. IlId Oov.mmonl.1 B,qUOlI.{Sllo 9113 T'",II 'DI whleh an ol"!lon
m.d. (Sch.duID J)
14, Not Valu. Subl.ott" r.~ IllnD 12'mlnll' llnD 131
16
1
806
69
62
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1121
10 11i~ hilt nol heen
1131
114)
,0 1181
,06 1161
,16 1171
-
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S4
S75
,,575
62
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allhe ipou..1 "UI fltle
S.II Inittl/cUOfl. fin loveU,
10, Af1\ounl 01111'0 141.""la
II O~ 'il'
17, Amounl Dllln. 14 I...hl.
.1 16% '1.1.
10, rox DUa
,
lid. '01 .ppll"hID 1'''''1'1'0'
1
. 54
575
62
94
94
19, 0 CHEC~' ~6RB18 YOUAREREQU~,8TINQ ~ REPUND 01' AN OVERPAYMENT
R 0 S es 10 S 0 R S S C C ATH ," <l(
und.r p.n,n", 01 p.tJIIIY, IcI~,,' ',1..,. '"'II ",\I, ,It,nlln,(lI"I. ,eUHIlI,lnr.lumno ,t:,c:onwinVIUg 'CllldUf.. aM, iIIIl"l1'nU, and 10 thl bti',cii n\y,~nO,W'lldU' and belltl, "11I1ut4,CQIItt:1 .ncl"
r.ompl.l, , Otcta,.Uon. 01 p,ep.t other Ihan lh, Plt,oll.1 ',p"..nllllt-l. 11 bued on ,lIlnlo,",.IIo" of which ~lIp"", hu "tv .nowl.du,;. . .....
~J91I~!URE OF PE 0 RI,.?,r-Ze FOR FILINQ RElUBN ADDRESS, . '" .' . OAT
7l"....:rt. ." , 'f' ' ..!Ii' AhlT,d..o;. "/U,j) L,/Jo~ (I)., nJl'K) _ M'/, '?f
SIQHATu OFfRE~A 'R Oll ~}II^N REP EiEN1ATIVE AtiOREBS 3601 North Front Street AT
f - , " Iiarrisbllrq, PlI 11l1Jl. !1
D~~~:n~:~ CDmplete HAddr"~L___. _..~_..__,.___._.~ ____,.___.____
310 GEARY S'l'REE1' ' -- -- ===l
NmW C~MBERLf\!iIL _..______.__~. m ...._ jr~T~___~_.__JrlQ1Q.===j
TalC Paymente IInd credltsl
1. Tax Dua (Pago 1 Llna 18) 11) 9 4 ill
2, Cradlll/Pavmonll
A, 8pou,al Pova,lv C,odll __
B, Prior Pavmanll
C, Dlloounl
Tol,1 Cradll' (A + B + CI (?)
3, Inlar"l/Panallv II applloabla
D, Inl",,1
8, Panallv
Tolal Inl"oll/Fonallv (0 + BI (31
4, If IIno 2 I. pruler than IIno 1 + IIno 3. onler Iha dlllo,.nco, Thl. jl Iho OVERPAVMeNT,
Oh.ok box on Pag. 1 Line 19 to r.qullt . r.fund (41
A, Bntar Iho Inler"t on Iha lax dua,
(51
151\1_
--.Jl.1..tl1
6, II IIno 1 + IIna 3 II grulor than IIno 2,' onlo, Ih. dlllaranco, Tilll II tho TAX DUE,
"
B,Enler tilo tOlal of Llna 6 + 6A, Thllll tho BALANOE DUe. (5B)
MRke Cheok PeYRb/e 10:. REGISTER OF WILLS, AGENT
PLBASBAN8WSR THS FOLLOWING QUBSTIONS
BVPLAOINO AN "X" IN THS APPRoPRIATe BLOCKS
t, Old daoad,nt maka a tran.fer and: V"
.,r.tal~ the UII or Incaml..nI1he p,top.rw tranlferrod; . , I . . tit I , . I t t , 1 Ii' , , , I , l~'
, b.ralaln Iha rlghl to d"lgnata who IhallulI tha P, ,opertv tran.I""d or II. Inoom a: " . " . " . -
o. retain, a r.v.r.lonary Int.,..t; or i." I f I 1'1 I , . I I . I i II I I I I I I I I 1.1 , . I I 1 It.
d, rooalva tha promlll for Ilia of allh.r p.vmontl, bonelltl or ooro? .",..,........",..:J
2, II dulh ooourr.d on 0' b.lora Oaoamb.r 12, 1982, did d.o.dont wllhll\ two yom '
proc.dlng dUlh 'tranlfor prcporty without rec,lvlng adoqu.to conlld".lIon? II do.lh cocUlrod
altor Dooamb.r 12, 1982, did doo.dont lronlfor propartv wllhln onl yea, of death wllhoUl
tlQelvlng adequate conalderatlon1 t, f Ii" 1 I , f , " t . 1 ill'" f I I 1 'I I I" 1 Iff I, f lKl
3, \)Id ~aoodenl own an 'In trU.1 for' or poyabll upon death bn~k oooount or 1I0lully
at hll or hor denlh1 . . B
." ' t t f I f 1 f f t" f "i t' t' t I" t t,' ',f'" f' I" I' "1'1 t' 1
4, \)Id dooadont own an Individual "tlromenl,ooounl, annuity, or' 011101 non'probalo proporty?,..",
IP THSANSWStnO ANV OF THE ABOVE QUeSTIONs 18 vss,
VO!J MUST COMPLSTE sOHEDuLe 0 AND FILS IT AS PART OF THSIIBTURN
94.54
No
[KJ
!Xl
tE
o
[Xl
[Xl
a ,) () prcv a or I a r. 1I0ton ql Iho tax rat. nlPOlld, on lone' va uo of tranl 0" 10 or fo' 1 . UIO 0
IlIrvlvlng IpOll1O from 0% 103% fordal" of d.alh on or allot JlIly " 1994 and bolora Januery 1. 1995,
72 'I1,S, 69118 (al (1.1) (II) provldad for Iho raduotlon 0' lh. r.to Impq,.d on tho nel value of Ifonlf~" 10 or for,IhO' \1" ofth.,urvlvlng
'POUII from 3% to 0% for'dal" of dOlth on or allor,Januory 1.1996, The llallila do.. not Ixempt a tran,l.r to .,Iurvlvlng 'pou,o
from lax, and tho lIalutory raqulramenll for dllolo.uro of o"ell end tiling a tex ..turn oro 11111 .pplloablo ,van If tho ,urvlvlnglpoulo
I, the only bonaflolalY, '
, ,
FOil DATes OP DEATH ON OR APTeR JANUARV 1.1996. PIUle an,wor tho following qUOlllon by placing an 'x' In Ihe
apl"oprlate Ipao.,
Old 1h. daoldl,n,1 or..11 .m'.1 or elmll.r .rrang.m.nt which I,a lotaly for th. eurvlvlno apoulI'e b.n.flt for hi. or her.n,lro
IIf.tlm.? Voe 0 No lJD .
II you anlworod, YOl to tho ebove qUOlllon, Iho tex on Iho'lflllt cr ,Il11l1or anangament I" pOllpcned unlll,the dOllh of tha IOccnd
IPOUII. al which tlma, It will be fully Imbl. at the ralol,1 appll.,bl. to tho rom.!ndar ben.'lolary(lOl), Bntor the valuo of ,Iha trull cn
Schedulo J, Part II, In,ord.r to flmovl II from tho ooloulo\lon of Iha t.x dllO In thll "lata, You may wilh 10 tIIo Soh'odulo C In,ordar to
make tho olootlon avallableundor,aeollon 9113,11 tho .Ioollon II mado, Ihe tru,l or Ilmllar enongemant II taxod In ,haalt,lo of the
flrlt do.edent 'poUII, the por\lon of the Irull or Ilmllat arrongomont whl.h b,nollll tho ,uNlvlng IpcUlo .1' taxad at the Wo ,.tax ralo,
and the ,omalndor II taxed at the fll'(I) appllo,blo to tha ramelndor b.noflclorYIIOlI, If you ohoolO 10 make tha .Io.tlon. you mUll"
allach ,sohadule 0 to a IImaly.tllad lax ralllrn, along wllh Sohadul'(I) K and/or M In ordor to Ihow Ihl apporllcnment' of thalfull or
'Imllar anangamant betwenn the IUNlvlng 'POUII and tha ,emolnder beneflol,ry(l"I,
1W4U4 1,000
RIV,ll!O IX'II'171
LESTlCR R, RocKEY
SCHEOULE G
INTBRoVlVOS TRANSPBRS &
MISO, NON.PROBATB PROPBRTY
B NUMPBR
21~97~0914
Tlill ICh.dul. mUll b. complll.d .nd fII.d Illh. .nlwor 10 .nv of queo1l0nl 1 lli,auoh 4 on Ih. """. lid. of Ih. REV.IUOO COVER SIlEET I. veo,
. ITEM DESCRIPTION OF PROPEI1lV OATE OF OEATlI " ur EXCLUSION
IlIeWOI n_ HAM/~ 'II' ''ml'IAlt J!"'. .llAlI0~~'f TO,jle\l1W AIIO 1111 OAlI 0' DECO'S TAXABLE VALUe
NUMSER IIR e I C V 0' "1 01 oR. (IT. I VALUE OF A9iET INTEIIEBT 'II
1, GIFT PORTION or 318 GEARY STREET
, NEW CUMBERlJIND, PA PURCHASEO
BY l,oUANN M, ROCKEY, OAUGHEII
'ON APIIlL 18, 1997, 13,750 100% 3,000 10,750,00
,
, II
,
,
,
,
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II
,.
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TOTAL IAI.o .nlll on II.. 7, R.copll"I"lon) . "
, 10/750.00
"
,._ I
III mOil _rice It n..d.d~ Intll1 Illdltlontl .h.t!. of ..mt Iln,1
c. All of the rest, residue and remainder o~,my
estate of every nat\.lre and wherever situate, together with all
insurance polioies thereon, to go equally in three (3) shares tq
my thtee (3) dhildren, namely, WAYNE M. ROOKEY, DONALO L. ROCKEY
and ~OUANN MELISSA ROCKEY, providing they shall survive me by
nin~ty (90) calendar days. In the event any ohild or children
sha1'l predecease me. or shall not survive me Py ninety (90) calendar
days, then his o,r her sharet.o go ec;tually to his or her children
then living, otherwise to my surviving child or children.
I'l'JllM XII, '
I direct. t.hat any and all taxes that may be
assessed in consequenoe of my death, including all Inheritance,
Estate and ~ransfer Taxes imposed upon my estate passing under my
Will or otherwise, shall be paid out' of the principal of my
residuary est.ate as a part of t.he expense o~ the administration of
my estate.
I'l'JllM IV, J: authorize and empower my personal represElntative
,
and/or said TrUstee representative to compromise, adjust, release
and discharge.in SU~h manner as my ,personal representative may deem
proper, all qEibts andc laims owecl by oJ;'. to me or my Estate I to
sell, lease or exchange at, l'.ublic or pr,ivate sale or in 'such
~anner, ~t such pii6es, and upon such terms of. credit or otherwise,
a,s my personal representative or said'I'rustee mClY deem proper, all
or Clny part of my ~roperty, real or personal, to eHeC\.Ite,
ac~nowleclge and deliVer instrument~ of conveyanoe, including cl~eds
in fee simple, to borrow money fbr thl:l l'UrpODE! of pai'ing 8l;1tate,
inl1eri,tanoe or other taxes \Ih.~oharo requirl:lcl to be pOlicl Ilncl to
s,ecur~ Ilny Iluoh .1oEin by plodge or ~lort901ge of. all or any part uf
my properi;y and to exec\.l1:ethe neouury instrument.s t.o ca.t'ry out.
suoh powers, to distribute my estate in kind or partly in money or
partly in kind, and t.o determine the fair value at whioh any
property so ~istributed in kind shall bereoeived by the
distribute.., to oond\.lot any business in whioh I have an interust
at the time of my deoease, for suoh period I'IS my perflonU
representative may deem proper, power t.o borrow money Md pledge
auets of the busines,s and t.he, power to do aU other aots that. I,
in my lifetime oouldhave dOM, to delegate s\.loh power to any
partner, manaqer or emp~oyee 'without liability for any loss
oouurring ,therein and to organize a oorporation to oairy ~n said
business as capital to such corporation and acoept stook in the
<;Iorporationin lieu the1'eof' and hold suoh stookforthe uses of
thiS m:tWill, and to VOt.e sdd stook or sell t.he SlIme (IS tQ I1lY
personal representative may, selllm best I to retain ,all atooks,
assets, bonds and inveatments owned by me without being confined
to What is known as legal 'investments I to execute any optiona to
purohasor to apply for stooks, bonds or, other investments I to
purohase oJ:' otherwise aOQuire re,al estate ,and to exeoute the same
powers t.hereover as hereinbefore provic1E!d, to retain indee ini'tely
any part of my assets, real or personal, whioh ,is or may bicome
unproductive or to make,sale thereofl to pay carrying oharges and.
expenses of the property out of other prinoipal or inoome of my
esta'te I to invest and reinvest, in all forms of property wJ.thout
restriction to investments authorized for Penhaylva'tlill fiduoiaries,
as they c1~~m proper, Without regard to the prinCipIa of
diversi,fication or risk, to exercile any law-given option to treat
adrninistutiVfil ~xpenl!!es either AS income tax or all utate tax
c1eductionl!!, .wi thout rega;rc1 to whether the expenses were paiQ from
principal or inccme, The powers herein, oonferred shaU be to my
named personal representative and said Trustee and all l!!ucoessors
thereto and l!!ha11 be in addition arid not in lim~tation of other
powers oonfe;-r,ed on said fiduchries.
J\nyanc1 all payment or payments of any sum or sums,
whether in cash or in ld.nd and whether for principal or int;lome,
Payablet:o any benefioiary shall be made upon the $ole receipt of
the res pecti ve benefic ie,ry to whom the paym,llnt is made" and frli)e
from anticipation, alienation" assisnment, attachment, and pledge
and free from control by the oreditors of any suoh beneficiary.
ITEM VI All shares of principal and inQOmll hereby given
shail, be free from antioipation, assignment, pledge or Obligation
of the benllficiaries and any of them an,d shall nQt be subject to
any eXecution or attachment, levy or Sequestration or otherolaims
of the oreaftors of saiel benefioiaries Or ,any of them.
ITEM VI I I nominate, ,oonstitute and appoint mY sllic'l three (:0
children, namely, WAYNE M I, ROCKEY, DONALD L., ROC!<J:)'i and LOUl\NN
NEL,ISBA MCKEY, or the survivors of them, to be the sole Co-
. Executore of this my Laet will I!nd TElStament, to aerve without
bond.
,
IN WITNESSW>>EREOF, I, LESTER R. ROCKEY, have, to'this
-II' ,.
set my hand and Sflll 1 thi s "A.o t/l.;
, 1991.
\'Iil, and Te, $t, ament,
" I
'" ""I../:)t;; t?i.lL<./'" .
,
my Last
day of
(SEAL)
, '
,
COMMONWE~~TH O~ PENNaYLV~NI~ )
COUN" o' 'f'J.< I SS,
WEl, the unaersigned, the Testator ana t~e witnesses,
"respeoti\fely,wholle namu are IIigned to the foregoing instrument,
peing first auly IlWOl':n and quaUfied aooording to law, do herepy
deolate to the undetsigned au~hority that we were present and saW
t:he '1'elltatQr sign and exedute the ,instrument 8shis Will, and that
he had signed willingly and that he exeouted it as hill free and
voluntary aot for the p\1rpOS61l therein expresud, and thllt, eaoh of,
,the witne.,ses ,in the presenoe and hearing ,of the Testator, signed
the Will as witnesS811 and that to the best of t.heir Khowledge the
'1'estat.or was I' at. that. time filighteen (:\.8) years 'of age or older, of
sound mind and Uhder no oonstraint or undue 'influence I and I, the
saiel Testat.or, do hereby aoknowledge th~t. I sighed and exeouted
the instrUment as' my Last ~lill
willingly, and that :t signed it. as my free for
the purposes therein expressed.
70=O,:r'f!..7'A/~!M1.1ISI1J1!OKI1R '.\ ,JMM~~~g1"_.=~._J6K,1~i@~~". \, .:.!f:::' --"'j'l\li') , . --"-'--"M"ji-d''''
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JlllNDS AT JIliNI'll AT
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114, C'u,lorl'.. . to ONI ...._...--=_-= '''===---$'30.00
900. rI'IJ'M.~!!IiQUIRI1f) IIY Us'NlmH '/'fJ I!Jl..l!!!.W IN ~/)v..~NCU
901, Inl.r", Ire."' 4/181911114/)(lJ97 In @ $lH~_n" d.1..____ -l!7.LM._
,11(11, ^ure.a" ^""UI1I MJI"lm.nl hy ONI IIIIIIIUI. In _____.___-'-'_ .__.......J.$169.26
?Ol, I'lr. In.u"n~ ~ N.w OIl~lball.nd Inl. (3 hIO.,@ U8,4:tl 100NI . .___ $8~.29
.904, CnllnIyT.... (3 mn.. Cll> 113,87) run I. (lNI _~ ______ $4 1M
.904, RehnolTutt(1I m..,@,41,07) 10CNI $4~1,77
woo. RliSliRVmJ I>W'O:"I'I'IW WI'I'III.1J'NIJlfU
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I10l, 1111. nu"ln.Unn
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10
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In
1104,1111. '1II1I,lnoo Pinder
I10l. llocum.nl P,.p.r.lIon
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_jlnoludDS abovo HelllB numbersl
1I0S,1'1I.ln.n"nce .
1109, I..nde,'. Cnvera.1
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1111,
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1113,
10
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In CaBIl (~lIOnls)
10 MIIBpaw & Iloshore
IIO~111041 IIO~III08
10 MIIHpnw & UCHhore
$5S,OOO,()O
1-
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$4.00 -
12()(}. Government Rccordln611nel Tru"fcr Cblr60$
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1;l(JI. SlIlVey
.!:.~h"rI<<lIol1
I;I(J~, Tax Collector
1.101, 1I0bln Go.petelll, Tn Colleelor (CounlfiMurdclp'l)
I;l(JS, Overlll.hl d.llv.1)'
1300. Adellllon,' Set/lomcIII ChIT6!!!
10
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--'
-----...
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$26.S0
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I",'.,"
"',i,:";
COMMONWIALTH OIl,INNIYLVANIA \.
COUNTY Oil CUMIIRl.AND ,I
'"
l.oul.\l1n M., IloCKI3Y 1.\ nd Dona 1 d L. 1l00kDY
b~;~~-d~iy-~'--.--sw~~~=~~..~ ~._.,a:::~d~n~ 't~'law, de P-OI~I 'a'~d-c;a'Y';'~h~;'th~y~.~~~:~~~jio=.il~~~~'~~.~~':..
_.__.._.___........___. ,__...._..'_ "_'. 0/ the eltate 0/ u_u l.fJS to r .ll~._l~'?.EJ<.l!!L,____.__
lato 0/ __..th~,.norough _.of New .cumbat:lan~....._...", _, Cumbarlond Oounty, P." deo....d .nd th.t tho
within lIon Inv.ntory mado by ..-..._._._..._......_J.1L~l]L ._. _ ___ ._.. ~___, the uld IJ:xec \!J; 0 r El ._
0/ tho antlr. .,1"0 0/ uld d.o.dent, oonlhtlnQ 0/ all tho plrlonal prop'drly arid real ..tot., .~oepl r..1 ..tat. ouhldo
the Oommonwealth 0/ Pennlylvanla, and that tho /IQur.. oppollte uoh It,m 0/ the Invontory r'pre"nt lt'I fair value
II 0/ the deto 0/ dooedont'I death.
Sworn
:.; and lublorlbed b%re me,
19 90
h..ut.;-. - ~j;,T.ti~. '..-----......
130 State street, P.O. Box 946
..__...-.._..._----~~..~---..
Harrisburg, PA 17100-0946
.,---..,-. ... -"'-'-'--'Addtlll
Dot. 0/
" INSTRUCTIONS
I, An Inventory mUlt be /IIod withIn three monthl alter appol~tment 0/ perlona' ropruontatlvo,
2. A luppl.m.nt Inventory mUll be /lied within thlrly dey, 0/ dllooveryo/ addltlonala"eh,
3. Additional Ihee" may bo attaohod al to plrlonalty or rulty
4. See Article IV; Flduolarl.I Act 0/ 1949.
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07-06-1998
ROCKEV
11-1/1-1997
21 97-091'1
CUMBERLAND
101
r Aa~t ~"It'ad
HAKI OHICK PAVAlLI AND RIHIT PAYHINT TO.
REGISTER ,DF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, "PA 17013
OUT ALONG THt'LI~1 , ~ RITAIN LOWIlR PORTION PgR YOUR RICORD......'
itW:lt\Y-i'lC"Afr1i.rlll';"1.-t1flY'iQi--o'.mAlR"ff1i'(oi.YA'~.A'lSjl~A"fillIii't1'-..ALt.oQ~'fioi.'b1f._.._---_.~--_._-
, DI.A~LOWANCI O~ DIDUOTION. AND ,A881.8HINTOP TA~
I'TATI OP ROCKEV LESTER R PILI NO. 21 97-0914ACN 101 DATI 07-06'"1998
TAX RBTURN liAS' (X I ACCBPTeD AS FXLBD (I CHANGBD
RI81RVATION CDNCIRN~NGPUTURI XNTIRI'T - .IIRIVIRS!
APPRAI81D VALVa OP RITURN BASID ONI ORIGINAL RETURN
1. Raal Bet.ta (Sohadul. AI
a. Stooke end Sond. (Sohedul. SI
S. Cloe.1Y H.ld Stook/P.rtner,hip Int.r.at (Sohadul. CI
~. I1ortPOlle/Hot.. R....iYllbl. (Sohallul. III
I. CaJh/lank ~o.it'/Hieo. Par.onal Prop.rty (80h.dul. B)
6. Jointly~d property (80hedule FI
1. Tranef.r. (B~la 01
a. 'Total A...~.
APPRDVID DIDUCTION' .AND IXIHPTION',
,. 'Funer.l BMpanea./AdA. Coet'~leo. BMplne.e IS.hadul. H) 1'1
10. DebtelHorto_ LlIlbIUtiae/L1~e ISohadula XI 1101 11.900.49
U. Totlll Deduotione (UI 1 (, .RRIS. &9"
12. N.t V.llllDf T'M R.turn (lal 1,S7S.62
15. Ch.ritabl./Goy.rnMent.l Beque.t., Non-.l.ot.d '115 Tru.te (schedula JI (181 .00
14. Net V.llll of ..t.t, 8\1b.illot toT'M (141 1, S7S. 62
NOTlI 11' ,.n III'., 11Illnt WI' :l.lIuld pr., v, :I., OUI:LY, Un II 14, 18 .nd/or. 16, 17 .nd 18 tlU:L
reneat 1'illurnthlt :l.noluCle the tote:L 01' AJ.J.. r''llurnl .......d to dltll.
A.SI88HINT DP TAXI
lB. A.ount of Line 14 .t Spou,.l r.t., (lB)
16. A....unt of Line, 1'1 t.Mllbl.,.t Line.l/Cl... A r.ta (161,
17. ~t of Lina 1~ taMable at Collater.l/Cla.e 8 r.ta (171
la. prihobalTlllC lIua
TAX CRIDIT81
PAVHBHT
DATB
c' 1 'J ,-,
I..l ' ,7\ I ;:1 '. I ::J
COMMDNWIALTH CP PINNSVLVANIA
DIPARTHINT OF RIVINUI
NOTICB OF INHBRITANCE TAM
APPRAXSBHBNT, ALLOWANCB OR DI8ALLOWANC~
OF DBDUCTIONS AND A8SBS8HBNT OF TAM
SURE AU OF INDIVIDUAL TAXBS
IHlIl!RITARCE TAK PIVUlllIl
1lI!PT. 180601
tIARRIBlIJR~1 PA 17111-0601
MARVIN BI!SHORE
!SO STATE ST
PO BOX 946
HARRISBURG
DATI
IITATI OF
DATI OF DIATH
PXLI NUHlIR
COUNTY
ACN
PA 17108
, '
,Ul
(a) ,
(5)
(~)
(I)
(6)
(71
.00
.00
'~ 00
.00
4i048.01
5.664.30
10.7BO.00
(el
12,,986.20
.00 11.00.
1,676.62 M .06.
.00 II .1S"
uel
RBCBIPT
NUI18BR
DISCOUNT C+ I
INTBRBST/PBN PAID (-)
. 0
AIIOUNT pAXD
TOTAh TAX QRIDIT
SALANCI OF TAX DUI
INTIRIIT AND PIN.
TOTAL DUE
c
*'
..HH'...,'t....P1
LEllTER
R
NOTBt To ih.ur_ propar
o...di~ to your ....ount,
e\lblllt tha ujlpar p.rtion
of thh forti "Uh your
tlllC pa~t.
18,462.S1
.00
.94.S4
'.00
94.S4
94.S4
.00
.00
.00
" IF PAID, AFTBR DATB INDICATBD, SBB REVER8B
FOR CALCULATION OF ADDITIONAL XNTBRB8T.
( IF TOTAL DUE %8 LBSS TitAN U, NO PAVHBHT %8 RBIlUXRBD.
IF TOTAL DUB 18 RBFLBCTED AS A "CRBDI~ ICRI, YOU HAY BB DUE
A RBFUND. 8BE RBVBRSE SIDB OF THX8 FORH FOR IHSTRUCTXON8.)
STATUS REPORT UNDER RUI,E 6.11
Name of D$cedentl LestarR. Rockev
Date of Death I NOVember 14 , 1997
Will No. Admin. No. 1997-00914
'I
Pursuant to Rule 6.12 of the Supreme Court OJ:'phane'
,Court RUles, I report the following wi~h respect to completion of
the administration of the above-caption$d estate I
1, State whether administration of the estate is complete I
Yes X No
2. If the answer is No, state ,when the Personal
represent4tivereasonably believes that the adminietntion will be
complete I ' , ' .
3. If the l\hswer to No. 1 is Yes, state the fOllowing I
a., Did the penonal representative fUe a f ,i.n~l
account ~ith the,Court? yes " No X .
b, The separate O~phans' Court No. (~f any) fot
the pel;'sonal repr~/.lenta t ive' s account, is I
c. Did the personal representative state an
account informally to the parties in in,t,eres,t? Yes X No
d. Copies of receiptR, relellS.s, 10i,nd.r8 and
approvals of formal or informal accounts may be filed with the
Ce,rk of the Ol;'phaml' Cour.t and may be ttached to t s report.
,U
....,
Datel
4/15/98
"'f
,'!
(,'j
f.Y,
-: ::,
(;;C,)
, Mil VinBeshdl:s, Esq., 1131979
Name ( Please type or p~ int)
130 State Street! PlOt Box 946
itltcftJsfl/\H'~. p~. 171 QQQ\l<llil
f.1l7) 236-0781
ifeT: No.
"
t"-
L:
'0
,-
!I-'
~::~
CapacitYI
Personal Representative
X Counul for personal
t'epresenta ti va
'(MAHlrmflAM3) ,