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HomeMy WebLinkAbout97-01026 ,'~ .." ~ \ wo ~ * G) . -'6 ... 0 -1ft z ~ /!stat' of Norman .J. llockunbcr rv also knowlI as . PETITION FOR PROBATE and GRANT OF LElTERS No. .AJ.:;..3..J ~ I 0 ;)..~ To: RelPster of Wills for the . D"'Iasl(/. County of ~r1"nr1 In th, Social SlC'Urity No. 1 n 2 - 2 2 - (, R 1 '> Commonwealth of Pennsylvania The petition of the undmlllned respectfUlly represenllthat: Your petltloner(s), who Is/arc 18 years of aile or older an the ,Jlecul r i l( In the last will of the above decedent, dated __ r;" t. "h... r Q, and codlcil(s) dated -- named , 199Ji- --" Decendent was domiciled at death InCllmho r 1 ,,",1 County, Pt-nnsylvanla, with ~; last family or Princ!~ residence at SO i:onCHomp 110",1 Npwui 11" , . p~ 1 -7241 . ,~(-; -tV...,.~h""l"-- . ."-' (Us. SUeeI, nwnber and muncipallty) . (Itate relevane circumstances, e... renundation. death of executor I etc.) i I i I I .1 I I \ i \ I I I I \ i Decendent, then 69 _ years of age, died DCCell'bpr 1 n ,19q7. at Carlisl e. cumber' ;lnd rOllnty. Pnnnc~,l H::lonia . Except as follows, decedent did not marry. was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: Decendent at death owned prollerty with estimated values as follows: (If domiciled In Pa.) All personal property (If not domiciled In Pl.) Pt-rsonal property in Pennsylvania (If not domiciled In Pa.) Personal property In CountY Value of real estate in P nns Ivanla , Iltuated follows' cl'~ < ' < . / Cl . /) l~Cj I 7JlA.. ! . S $ S S ')1<' . c"JD (')0<''> ) 7 .n'<"':-~- < ..A,.( WHEREFORE, petltloner(s) respectfully prest-nted herewith and tile grant of letters theron. request(S) the probate of the last win and codicll(s) -t'p~i'.=ampn""~ry (leal&11lenlar)'; admlniSltltJon c.I.&.; admlnlstrauon d.b.n.e.l.a.) I~ il o L ('[I '\ 'tl) Qj. I \ i\ ~inr1y ,: l-tnlt'ry I,) r;n T.~npCl("\mr.> t~......::tor1 NAwvillA. p~ 17?~1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF Cllmbe~ The petitloner(s) abo,'c.named bwear(s) or affirm(s) that the statements In the foregoing petition arc true and correct to the best of the knowledge and beUef of petltloner(s) and that as personal represen- tatlvc(s) of the above decedeilt pe:ltioner(s) will well and truly administer the estate according to law. Sworn to or affirm~qtfd subscribed j (I., I''! ;{ . 'f'1r,;i'!. .r I, ~ bffore)me this l'; .- 1---'9 day of (', nCly " llllltr)' " 1 11 J 'I, ;; Marti Lewi.s Reg/ster,;( ~I"/ 2 " 1\, II / ,.. .", ,'-j , , . \ \ ': t.-_',, (--I j,':l lid ~. ~ \ ' s ~ ~ 'S \\\\\ '.~ ~ ~1~ l\ ( ~ \lo\ ~ " ~ ~ \~ ~ I ~. \ . \"', ~ ~ I"') '-" " '" \ , \ '- ...., ~ \$) ~ '\ () 'I L' , . . . ,,-,,' " '''..pI I 1..II.I.IIIHOOCllNIIIIHMY .wn, 14ct,1 3Dill Club Qfeslcttnettl OF NORMAN J. HOCKENBERRY I, NORMAN J. HOCKENBERRY, of 50 Lonesome Road, Newville, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I give one-half of my estate to my son, THOMAS DEAN HOCKENBERRY, per stirpes, THIRD: I give one-half of my estate to my friend, CINDY HOLTRY, per stirpes. LAsn Y: I nominate, constitute and appoint my friend, CINDY HOLTRY, to be the Executrix of this my Last Will and Testament. In the event that she shall be unable to serve as Executrix for any reason, I appoint my son, THOMAS DEAN HOCKENBERRY, as Executor. No Executor shall be required to file bond in this or any other Jurisdiction, . .,Il/p'llwn.UlIHoQcllN&lUI.V,WIl. I I COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I I I. NORMAN J. HOCKENBERRV, Testator, whose name Is signed to the attached or foregoing Instrument, having been duly qualified according to law, do hereby acknOwledge that I signed and executed the Instrument as my Last Will; that I signed It willingly; and that I signed It as l11y free and voluntary act for the purposes therein expressed. . Sworn or affirmed to and @gknowledged before me, by NORMAN J. HOCKENBERRV, the Testator, this ----lS. \:1\ __ day of October, 1996. ,~ ~/'~Jf Norman J. Hockenberry, Testator -- / NOTAIlI~ II!A[ T1!flElA J. ~DIII, -I)'....... CIwIaIt. c............ ~ ~A My~" e....... ~.... ,i, 1000 3. J / . ') -"- ::;'0:; I --- I /-- '01 DATil 0' DIATH 10"11 12/31191 CHICM HIli . INH::~r~E~1E JtJ::~~RN ~~:t:!t!::.I!!!J!~~I-ldL--_------ COMMONW!AlTHO"INNmV'NI' (TO BE FILED IN DUPLICATE D....'~IN. Of RlVINUI WITH REGISTER OF WILLS) 21097 - 1 02(, __~."fJ:ri. ~~rt\28 D6!'.'- _ _ COUNTY CODE YEAR ____':"..I'!:' _ 01. 9 :wr:J...Mf (lAn. Ilan, .AND MIDOlf INlflAq DfC!DUl"~ CQMPLru AOO;fi~ ---" _Hockenberrv, NOl:mat- -'--________~ _____~_______ ',0 Lorwsome Hoad i 'OCIAl UCUMI~_Y tW~IU O"~f o~ DfATH ]O"~f O','IUH , Nowv ~ 11 e, P ^ 17241 ~ .. - 6 815 UiliJ_- .!1U.21iill--- C':t'" .c.wnUullllD.U------"---- - a II' "ptl(AIlIIIUlYIVINO 1MUII" H''''' (lA". flUI AND MICOII INlll,I,q SOCIAL $lCUItIH NUMIU AMOUNT UCH,(fp (Sf! tN'TIl:UCllON~l -------.--.--...--.------ .._,-~_._----~_..._._~. ---_._-_..-._.-.~---_.-~-_.--- [Xl 1, OrIgInal Return fJ 2. Supplemental Return 0 3. Remainder Return lfor do". of death prior to 12.13.;;' o A. limited E.tol. 0 ~o. Fulur. In't'lll Compromho 0 S. Fedlral Eliott Tall Relurn R.qUII,':: I'.' da'u .f d..,h ok" 12.12.821 0 [il6. Oeced,.nt Died h,'al. 0 7, Decedent Maintained 0 living Trult _8. Total Number of Safe D.pOlil Bo_" IAttach copy a' Willi IAttach c.py of Trulll ALL CORRU'ONDINCB AND CONPlO&NnAL TAX INfORMAnON SHOULD II OiiECT&D TO. NAMl COM'HTE MAILING A(JOlnS RI'I,15oo fl(. ('''9.4\ I!! in u~.. il ult ----.- JameS D. Flowel:, Jr. Ull,HONl NUMIU 7l?...L 243-5313 Cs<!uir",,-- Flower, ~lorgenthil1, Flo\\'er & L.l.ndsi\,. 11 East High Street, Carlisle, [>1\ 1 - . . 1. R.al Ellall ISch.dul. AI 2. Slack. and Band. ISch.dul. BI 3. (ll3l1ly Held Stock/Partne"hlp tnt..rl.t (Schedull C) 4, Morlgages and Notll Reclivable (Schedule D) 5. Calh. Bank Olpo.!II & Mllclllaneou. Per.onal ProperlY ISch.dul. EI 6, Jointly Owned P,operty (Sd.ldule F) 7. Tran.'... ISch.dul. GIISch.dul. LJ B, Tolal Gran AU'lt llotallln.. 1-7) 9. Fun.rol Exp.n.... Admlnht,otlv. COlli. Mllcelloneous bpen... (Sch.dul. H) 10_ O.bn, Martgag. lIablllllu. 1I." ISch.dul. II 11. Ta.al D.ductlan. 1'.'01 Lln.. 9 & 101 12, Nel Value 0,1 etlolelllnt 8 mlnu. L1n. 111 13. Chorllable and Goy.,nmental a.qu.... ISchedul1 JI u. N., V.lue ~"'. t. Tax 11In. 12 mlnUlllna 131 .5. Spousal Trondl" lfo, datil of d,alh ok., 6.30-94) S.. Insl,uc,I,,", for Ay,pUcabl. Percentage on Rey.,.e (15) Sid.. llncludl yalu.. ram Schedulllt K O~ Sch.dull M.I 16, Amounl of Un_ 14 toxobl. 01 6% rat. (Includ. valul' from Sch.dull K or Schedule M.l '7. Ar.10lJnl of lInl 1" loxobl. al 15% roll llnclude yoluos f,om Sch.dull K 0' Sch.dul. M.) lB, Princlpoltox due (Add 10k from Un.. 15. 16 and 17,) 19. Credlll Spou.al Poverty Cr,dlt P,io, Paymenll Oi.counl +$)2,500.00.. 657~_- ~ I I !C ... ~ . fl ~ ... (11 Lll2.....Q..O.O. 00 ( 2) (31 141 151___4",857.09 i 61. (7) - (81 $ 14J,9~L~__ 20. If line 191s greoler than line 18. 8nler ,h. dIH.,lnc.e on Unl 20. Thills thl OVERPAYMENT. II 0 II~."".__...-q".n_...__. ...,......II.It_._...rn"lr.n.-ainl..1..j"~IU-......~I~.U 21. If lint 181s grealer Ihon lInl 19. enllr Ihe dlH.rencI on lillI 21. Thil i. th. TAX DUE. A. Enter th, inl.,,,1 on Ih. balanc. due on Une 21A, a. Enter th, 10101 of lIne 21 and 21A on line 21B. n.is il lhl BALANCE DUE. Mab ~hldl Payabll tOI R'ol,'er of Will., Ag.nt ~ II (URE TO ANSWER-ALL QUESTIONS ON REVERU SIDE ANO TO RECHECK MATH' <( <( Under penaltie. of perlury, , d.dar. ,hall hOYI tlllamlned thil return, inc.luding accompanying schedule I and "a'lIments, and to Ihe best 01 my knowledge and be!;., II i, I,u., correct and complelll. I d.dare Ihal all real e.lalt ho, been reported otlrue mnrk.t ...alue, Decimation 01 preparer other than .he per.onal reprelenlall'" II balld on olllnformalion of which preparer hat any knowledge, . - -------.---- "ON'(~" Of 7'ON 'try) fO'rN(lmU'N .00""50 --i:;ile-;;-;;nieRc;ad -------------"-------- '^:;-:.. If - 'i ~ - 'I~ ;,~).'''"'' ,.j ,,4_,rm.tr~~-----"'oomY'["t;~ t' ("i~t(:~~t--- ___~_""m__ OiiC-~~~-;- ~"--- \' ~J).,j{~"f7cc.--"'a,lisl"..""mn --. ._.m ~,-..'l. - 191 _---1.W30 .10 3,064.10 110) - (111 11,flc)4.2CL-_ 1121 129,962.89 1131 0 ~_~29,962.89 x._. __ 0 o 1161 ___M..2Jl..l. 4L__x .06. _~~B9 9,747.22 117) - 64,981.44 x .15 . (18) _...l.4..6 4 6 . 1 L___ Into,"1 13,151.B8 o (191 1201 121) ____AJllL2.L.---- 121 AI _..1L____~ 121 B}_______.!IJlJL2.J----.- Act .48 of 1994 provide. for the reduction of the tax rate. Impo.ed on the net volue of trande,. to or for the u.e of the .pou.e. The rat.. a. pr..crlbed by the .tatute will bel . 3% (.03) will b. applicable for ..tat.. of deced.n.. dying on or after 7/1194 and before 1/1/96 e 2% (.02) will be applicable for e.tat.. of deced.n" dying on or after 1/1196 and before 111/97 . 1% (.01) will be applicable for e.tat.. of deceden.. dying on or after 1/1197 and before 1/1/98 e Spou.al trande,. occurring on or ofter 1/1/98 will b. exempt from Inh.rltanc. tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK kIlN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a transler and: x a, retain the use or income 01 the property translerred, .".".".""""""""""""""""""""",,. b, retllln the right to designate who shall use the property trans/erred or Its income, "."""""" x c. retain a reversionary interest; or ."""."""""."""""".""""""""""""""."""""""",,.,,. x d, receive the promi5e lor lile 01 either payments, benelits or care' ""."""""""".""",,"""'" 2. If death occurred on or belore December 12, 1982, did decedent within two years preceding death transler property without receiving adequate consideration' II death occurred alter December 12, 1982, did decedent transler property within one year 01 death without receiving adequate consideration', "",,, ,,",,' """"""""., """'" "", "".,,,, """.",,' """", ""..",.", ".""" x x 3. Old decedent own an 'In trultlor' bank account at his or her deothL""""."",,""""""'"'''''' x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 11"\ t:<f. '0 N ~\o.: C/) .- " , ,-'-'i f~ , ; ,'., co N ';, ~ Ii) 0 <y;' .~:~ (l ~ ~" '" 0.10: ~a a: U\ll'lIUtl',UI Co .. V ,,:..,.f!",\;, ~" ...l'll.h' COMMONWEAltH or PfNNSYlVANIA INHERITANCE lAX IIETUIIN RI!SID~~l OfCf~fNl UTATI 6;-- I SCHEDULE H FUNERAL EXPENSES, I ... A~I~~~~~~~:~JsC~Wtfs~SD L... ~!"O'~ Print or Typ. I FILE ~UMBER HQ.Q.k!illQ.erJ;:i,...Norlll~JLY,._-- ___._ .__ .________..nn'____.2.L-:.9.2::10 ITEM NUMBER --. A. 1. 2. B. 1. 2. 3. 4, C. 1. 2, 3, 4, 5, 6, 7, 8, DESCRIPTION ~__.___u~._.,..~..-----_.-.-.---.....,------..~-.--.--.--..._~--------- funeral bp.nl'" Ewing Brothers Puneral lIome I Inc., funeral George's Flowers, funeral flowers Admlnlltratlve COltll Personal Representative Commissions Social Security Number of Pe"anal Repre.entative, Year Comrninions paid --~--- Attorney Fee. Flower, Morgenthal, Flower & 4indsay Family Exemption Claimant _None . Relatian.hip Addre.. of Claimant at decedent'. death Street Addre.. _ ----r.--.--- ............-- City State _____ Zip Code.~ Probate Fee. Register of Wills, Letters Testamentary Mllcellaneou. Ex"enlell The Sentinel, advertising Letters Cumberland Law Journal, advertising Letters ReMax Performance Realty, real estate appraisal Register of Wills, file Inheritance Tax Return Allowance for filing Accounting Allowance for closing costs TOTAL IAI.a enter on line 9, Recapltulatianl S (If mare ."ace II n..ded. Inurt additional .hle" of ,ame ,Ill.) AMOUNT ---_.._-~-_. $ 2,845.00 102.00 1i,988,60 o 293.00 76.50 60.00 225.00 15.00 125,00 100.00 ~tt.." tlt January 15, 199B James Flower, Jr" Esq. 11 East High Street . Carlisle, PA 17013 RE: Estate of Norman J. Hockenberry Dear Jim, I have inspected the Norman J. Hockenberry properties at 42 Lonesome Road, 50 Lonesome Road, and 1& 5 Point Road all in Upper Frankford Township, Newville, PA for the purpose of establishing a value. The attached data sheet describes the respective properties in detail. In my analysis, I have compared these properties to other similar properties in close proximity to the subject which have sold within the past year. I have also used my knowledge of the local real estate market to determine a fair market value Please be aware that the actual value of the Hockenberry properties is what an interested party, taking all economic facters into account, is willing to pay for it at a given point in time. According to my analysis, I believe the value of the Norman J. Hockenberry properties as of January 15, 199B to be as follows: 42 Lonesome Road, Newville, PA - ($22,000) Twenty-Two Thousand dollars 50 Lonesome Road, Newville, PA - ($45,000) Forty-Five Thousand dollars 1 & 5 Point '~oad, Newville, PA - ($72,000) Seventy-Two Thousand dollars ;;;~(}.'j/f&/ / ;rltdtJ.~:r-<< (/,1 Mitchell S. Gelbaugh; RI, CRS Associate Broker/Pch1ner License # BA-001914-L MG/mc cc: Cindy Holtry Encl. ~C:-:''::.' IL~.:::.M&_!I ~~~~ Performence Realty 800 Belvedere Street Carlisle, Pennsylvania 17013 OHice: (717) 245..2600 FaM: (717)245.2255 E<lct\ Ollleo !J\dopelHlenU~ OwneCllUld Or","IOII N2rmmJ. HockenbJrty....E.11lltI 42 LQI1elome~old. Newville. PA Consists of a one-story bUilding with a living room, kitchen, bath, and three bedrooms situatod on .63 acres, Property has no central heat and Is in very poor condition. - Tax parcellD # 43-04-0387-042A . Assessed tax value 3,720 - Deed book IBM - 6 ~o Lonesome RolUt...Newvllle. PA: Consists of a 1983, 14'X66' Redman mobile home with rear addition on a permanent block fOIJndation. Contains a living room, kitchen, bath, and four bedrooms situated on 2.37 acres. Property is in fair condition. - Tax parcellD # 43-04-0387.042 - Assessed tax value 3,450 - Deed book 21A - 583 1 & 5 Point Road. Newville. PA: 1 Point Road consists of a two-story farmhouse with a living room, kitchen, bath, three bedrooms and various outbuildings. No value was placed on the outbuildings due to condition. Property is in fair condition. 5 Point Road consists of two single-wide mobile homes jOined together. Home is presently not habitable and in very poor condition. No value was placed on the mobile home due to condition. Both properties are situated on 14 acres of land, more or less. Much of the land is low-lying with little road frontage and littlo possibility for development and/or farming. - Tax parcellD # 43-04-0387 -043 _ Assessed tax value 3,760/1,080 - Deed book 238-960 ~st ~~~ Performance Really 800 Belvedere Street Carlisle, Pennsylvania 17013 Office: (717) 245.2800 FaM: (717)245-2255 [i~~~!i Elloh Ollleli Indllfl8rlllenlly Ownlld enel ()per~llld -- - - ~ MITCII GELlIAII(;1I ItEAL I':STATE IlltOKElt. <;It!. ells Re/max Performance Realty Itl'~ RF,Mfl( ~ Performance Really '4 1!ld()llt)'lllllllll~ OWtlltU and OPlHillOO . Mitch Gelbaugh, GRI, CRS A_.oclalt UrokeriPllrlrlO' Mulll.MUllon Doll., Producff 800 Uolvo(fmo StHHlI eil/llsln,f'nnnroylvl1wa !101:! Olllell: (71 n ~"5.2(lOO flosldonto: (1 t 1) 2"fJ.086~1 FI\I!:(111)2<1!l.;!255 E.Mall: rtlgoltlilllyodrumallHlj\IlY.GOm EXPERIENCE: 6/93-present: Assoc, Broker/Partner, RE/MAX Perfonnance Realty 9/90-6/93: Assoc, Broker, Wolfe & Shearer Realtors 9/86-9/90: Realtor Associatc, Wolfe & Shearer Realtors EDUCATION: Diploma, Carlisle High School, 1980 Bachelor of Science in Business Administration, Shippensburg University, 1984 Graduate, Academy of Real Estate, Inc" 1986 Graduate, Realtors' Institute(GRI), 1996 Awarded Certified Residential Spedalist (CRS) desib'l1ation, 1997 Continuing Education, real estate courses in appraisal, law, finance constmction, management, brokerage, fair housing, investment PROFESSIONAL AFFILIATIONS: Carlisle Board of Realtors Pennsylvania and National Association of Realtors RE/MAX International Referral Network CIVIC/SER VICE AFFILIATIONS: Past President, Kiwanis Club of Carlisle Past Chainnan, Real Estate Division, United Way FlUld Drive Member, Greater Carlisle Area Chamber of Commerce Youth Sports Coach, Carlislc Family YMCA OTHER: Full-time, experienced, consistent multi-million dollar producer- over $25 MILLION in settled transactions Representing Sellers and Buyers since 1986 III JlI .~iJ~fvT~.~ ~ -5-; ~ ~.#1/~1t.1 IS: fi!J '?n~ IO(),~ tlufJ 1,z~ la. ~ 4Rd4J UJll'u.) I S. ~ (8~ aldtIRu ~s; ~ "Pldt..t. ./aar. It), ~ t/~Wd~ I~.~ md~ uJ.a., 3o,~ t5t'v1v.;/1Uv- 'Ia,,~ ird!.v f1tt<Jt;md; ;zs;. ~ &~e~ s;~ . ~+ J 4~ ~S,(i() h. if OR;i ()~ ~(j.:- o4~ ~C),- I~ c9.()r-- "Pl~ s,~ /J ' _I ere If~~ ;"0.- ~ )"I(j' S(),.~ l)'ifW. . cA 0 l!: -r~ - Ic).~ 701/ IS;~ ,&,,,c6.- i&4 ~ ~ I.;:;~- G. ['. a -f .;? () . !::!. G.tVW ~~ ~u ..3()/::!!.. ~ 4.tnL. ();;k~prd.;?L).~ e-L... C~t. I s:~ (,J~ ~ pto, ~ 11-d e4d:o / a.:=!.- f}ry~ I(),.~ ,4L~ e.1~~ & ?1~ wd o. t1~,,~ ~g~ Ctd '/~COf~ Ad ~ ~ WaZitJ tJ4d q., ~~ Id;~ ,3(1, ~ s,"" .:" ':I(J v'- WattL.9~ a~ ,4tA./1&3'- /c-2 ([};;tthtL~ I!d -4 /ll. . ~(/#d~~~. t2t~ -mod d~ ~ ~ cz,. ~~ ~ ~;d 1'~''l1J... 01/16/98 Lowe's, supplies to make neoessary repairs and malntenanoe to preserve deteriorated Improvements to real estate owned by the estate 66,14 01/18/98 Lowe's, supplies to make neoessary repairs and malntenanoe to preserve deteriorated Improvements to real estate owned by the estate 17,24 02/15/98 Lowe's, supplies to make necessary repairs and maintenance to presorve deteriorated Improvements to real estate owned by the estate 110,31 03/10/98 Register of Wills, Agent, Prepayment on account of Inheritance Tax 12,600.00 04/05/98 Lowe's, supplies to make necessary repairs and malntenanoe to preserve deteriorated improvements to real estate owned by the estate 37,20 05/02/98 Lowe's. supplies to make necessary repairs and maintenance to preserve deteriorated improvements to real estate owned by the estate 4,28 OS/28/98 Register of Wills, Agent, Payment on account of Inheritance Tax 488,23 05/30/98 Lowe's, supplies to make necessary repairs and maintenance to preserve deteriorated improvements to real estate owned by the estate 32.48 07/25/98 Lowe's, supplies to make necessary repairs and maintenance to preserve deteriorated Improvements to real estate owned by the estate 108.82 09/12/98 Lowe's. supplies to make necessary repairs and maintenance to preserve deteriorated improvements to real estate owned by the estate 108,66 09/18/98 Lowe's, supplies to make necessary repairs and maintenance to preserve deteriorated improvements to real estate owned by the estate 44,12 4 INCOME RECEIPTS 01/02/98 Keith and Ruby Martin, rent of Point Road property $ 220.00 01/18/98 Lowe's, refund on returned supply Item 13,25 01/31/98 Keith and Ruby Martin, rent of Point Road property 220.00 03/01/98 Keith and Ruby Martin. rent of Point Road property 220,00 04/04/98 Keith and Ruby Martin, rent of Point Road property 220,00 05/02/98 Keith and Ruby Martin, rent of Point Road property 220,00 05/30/98 Keith and Ruby Martin, rent of Point Road property 220.00 06/26/98 Keith and Ruby Martin, rent of Point Road property 220,00 07/31/98 Keith and Ruby Martin. rent of Point Road property 220.00 08/28/98 Keith and Ruby Martin, rent of Point Road property 220,00 10/03/98 Keith and Ruby Martin, rent of Point Road property 220.00 10/31/98 Keith and Ruby Martin, rent of Point Road property 220.00 11/27/98 Keith and Ruby Martin, rent of Point Road property 220,00 TOTAL INCOME RECEIPTS $ 2,653,25 ESTATE OF NORMAN J, HOCKENBERRY By C.c>td;; L. 'rIrJ.M<L:', . Cln E. Holtry, Execu~ x 7 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE I> )J/. /), IUREAU OF INDIVIDUAL TAMES INHERI'AMeE 'AM DIVISION MPt, ,eo" I HAftRISlUAO, fl. 171U-0601 (> NOTICE OF INHERITANCE TAK APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT OF TAM 08-24-1998 HOCKENBERRV 12-10-1997 21 9.'-1026 CUMBERLAND 101 F~A;";U;;!R~Itt"d =-- l MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COUR1 HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR VOUR RECORDS ~ iiEY:isiif-e:x--AFP-iiiii:q;T"NilTiCE- -tin-N'HERii'ANCi-YAX-A'pjiiiA'iiiEMiNr -,--AL'LtiiiAiiCE-(iri'----------m---- DISALLOWANCE OF DEDUC1UNS AND ASSESSMENT OF TAX NORMAN J FILE NO. 21 97-1026 ACN 101 TAM RETURN WAS, I I ACCEPTED AS fILED I Xl CHANGED SEE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTV ACN If .n ........nt w.. i..u.d pr.viou.1y, line. 14. 15 .nd/or 16, 17 .nd 18 will ref1.ct figur.. th.t include the tot.1 of ~ return. .......d to det.. ASSESSMENT OF TAXI 15. Aeount of Line 14 et Spou.el rete 115) 16. Aoount of Line 14 t..ab1e .t Linee1/C1... A rete 11~1 17. Aeount of Line 14 t..eb1e .t Co11eter.1/C1... B ret. (17) 18. Principe1 Te. ou. TAX CREDITS I PAYNENT DATE 03-10-1998 05-28-1998 JAMES D FLOWER JR ESQ FLOWER MORGENTHAL FLOWE 11 E HIGH ST CARLISLE PA 17013 ESTATE OF HOCKENBERRV RiSiRVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Reel E.teto (Schedu1o A) 2. Stock. end Bond. ISchedu1e I) 3. C10oe1y Held Stock/P.rtner.hip Int.re.t ISchedu1e C) 4. ~rtg.,../Not.. Receivable (Sohedule 0) S. C..h/8enk DePO.ltI/Hllc. P.~.on.l Property (Schadul. E) 6. JointlY OWned Property (Schedule f) 7. Tran.flr. (Schedull U) 8. Total A...t, APPROVED DEDUCTIONS AND EXEMPTIONSI 9. Funeral EXPen.../Ad.. COlts/Hi.c. Expans.. (Schedull H) 10. Debt./Nortgege LiebI1itie./Lien. ISch.du1e I) 11. Tote1 Deduction. 12. Net V.lue of tax R.turn 13. Charitable/GovernMental Baqu.lt'J Non"llectad 9113 Trust. 14. Ne+' Ve1ue of E.t.te Subject to T.. NOTE I RECEIPT NUlIBER AA269829 AA270139 DISCOUNT I + I INTEREST/PEN PAID I-I 657.89 .00 11) (2) 13l 14) (5) 161 (7) 139.000.00 .00 ,00 .00 4 ,857.09 .00 .00 181 '*' n'.1I4' u,,~ '....11 NORMAN J (9) 110) 10,830.10 2.661.15 Ill) 1121 1131 114) DATE 08-24-1998 ATTACHED NDTICE ~OTEI To in.ur. proper credit to your account, .ubalt the upper portion of thla forM with your t.x pay..nt. 143,857.09 1 ~ ."qt ?~ 130,365.84 .00 130,365.84 .00 3,910.98 9,77" . 44 13,6S8,42 TOTAL TAX CREDIT 13'646'1~ BALANCE OF TAX DUE 42.30 INTEREST AND PEN. ,00 TOTAL DUE 42.30 If TOTAL DUE lS LESS THAN U, NO PAYNENT IS REllUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YDU NAY BE DUE A REfUND, SEE REVERSE SIDE Of THIS FORH fOR lNSTRUCTIONS.) PAVMENT MUST BE MADE BV 0~-11-1998*, . If PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION OF ADDITIONAL INTEREST. ISchedu1. JI .00 M'OO. 65 . 182 ,92 M' 06. 65,182,92. M ,15. 11e)_ AHDUNT PAID 12,500.00 488 . 23 " RESERIJATlONi Elt,t.. of dMHtt1t1 d~IOI on or before o.o..o..r It, 1982 ~- if .,y future 'nte.'tlct In tM I.t.t,h tnn,ftrred in paiM.llon or M\joYlMM't to Cl... I (coU.tlrIUbeneUcJld.. of ttMt deC4MMlnt .ftlr tM IlCPiraUon of tln~ .It.t. for Uf. or for y..rl,th. t~.1th httrtlbv IMpr...ly rlllrVI' the right ttJ IPPrl"'aMd ...... tt..-l.fer Inhel.lttlflCI Tiki. at thi! 1",'ul Chll B (coU,teraU rl" on ."y such future Jnt.r..t. Pl_ Of MOTlCE, PAVMENT, REFUND (CAli OeJECTIONS. ADMIN ISTRATlVE CORRECTIONS I DISCDUHT I PfNALTV, INTEREST, To fulfIll t~ requir..-nt. of Section 21~O of the Inherltancl .nd [stet. tlK Aot, Act 21 of 1995. (1P P.S. S.citlOn 9140). U.t~h the top potthm of this HoUell end lubIIlt with your ply..nt to the Regllter of W11l1 pdnt.d on the nv.t.. drt.. -~".h chKk or IOMY or.r paYlbll to I REGISTER OF MILLS, AGENT A refund of ft tlK oredit, Mhich WI' not r~que.tad on the TftK Return, .ay be r~sted by coapletlng an "Appllcetion fo.' Refund of Penn'Yhlllflla InMrltence WId Estate lalC" (REY-1313l. Application. .re av.llabla at the OfficI of the Reuhtel' of NUh, ."y of the 23 Revenue blstrlot Office" or by ceiling the specl.l 24whoul' ..,....r1nll ..rvlee RUIIMr. for fora. urdtlrlnQl In PlInn.ylvllnl. 1-1I00-562wZOSO, outside Pennlylv.nl. IlOd within local Harrhburg ar.. (711) 1117w8094, TOO' (717) 772"2251 (....rlng lap.lr.d Onh), Any party In Intaralt not IlItl.flad with the .ppr.l....nt, allowanoe or dlsallOManca of deductions, or .......-nt of tlU( (Including discount or Int.r..t> II. 'hoMn on this Notlca .....t Object ..lthln .bh (60) day. of rar.llpt o.f this NotlcI bYI --..rlttan prota.t to the PA Dlpart.ont of Rav.nue, Board of Appeals, Dept. 261021, Harrisburg, PA -~el.ctlon to hevI the ..thr dat.ralnad at audit of the account of the personal repr8llantetlv., --appaai to the orph..,s' Court. 1112&wl0ll, OR OR FactUIII arron dheovered on this ........nt Ihould be addr.ued in ..rltlng tOI PA Dapart..nt of R.venue, luraau of Indivl~i TaMes, AT1NI POlt AI......nt Ravlew Unit. Dapt. 280601, Harrisburg. PA 11128~0601 Phone (711) 787-6505. See pI'lle 5 I)f the booklet "In.tnlctlonl for Tnherltance To)( Return for a Iit.detent DaCllftnt"' Ik[Y.1501) for an a)(planatlon of .dltlnhtratlvety correctable arror.. If any hl<.duti 10 paid .,lthin thr.e (3) ulanda" aonths after thu lk1cedilnt'. d.ath. II five parcant (5:0 dhoount of the t.lC paid 11 aUOlifed. 1~ 15~ talC I8n4lty non~partlclp.tion panalt~ I. o~put.d on the t6tal of the t.~ and inter..t ....I..d, and not peld t1afora January 18, 1996, the flrlt day afhr the end of the blC unesty pariod, This nonwpartlcipaUon penalty Iv appealabl_ in the .... ..nnar end In the the liMe U.e padod as YOU Mould appaal too te~ and Intlr..t that hat bean .,II.led a. Indicated 00 thll ootlce. Intlrllt II ehargad b.glnnlng ",lth first day of daUnquency, or nine (9) .onths .nd one 01 day frOll the date of dNith, tc the data of Ply..nt. r.'I(I. which bec..e deHnqtHInt bafore .)lIIflUary 1, 1982 bear Intarut et tho rat. of .ll< (6;':) perelnt par IMlhUIt calculat.d at a daily r.te of ,000164. All tal<eoa Mhlch bec'" cktUnqlMnt on and after J~'r~ I, 1982 "'111 bear ifltere,t at a rate "h.\ch ..HI vary froa culandar ya." to caland.r ya.r "lth th.t r.t. W1nOUl1Cltd by the PA Depart...nt of Revlnue. The applicable Intar...t ratl8 for 19&2 thl'ouah 1998 ara. 't!!!: Int.rest Rate Oath ]nterelt factor X!!r !!l!!r.!.!.!.1!!1! DlIl1v Int.rllt Factor ..., ZO~ .000Sitft 1967 ,% .000247 1'&5 16;( .0004M 1988-1991 11;( .000l01 1'.4 11~ .000l0) 1992 9% .000247 1985 15;( .000356 1995-1994 7% .000192 1986 10:< .000274 19%-19911 9% .000247 --Intere.t I. a_leulet.d as follOMSI INTEREBT . BALANCE or TAX UNPAID X NUMBER or DAYS DELINQUENT X DAILY INTEREBT FACTOR --An~ NoUel IIIu.d lUll' the t.lC Me.., cktl1nquent .,IU reUlot an lnterut calculation to flUfMn OS) day. beyond thtl uta of the ........nt. IfpRy..nt Is aade eftar thM Interlat coaputaUon dltl .oown on thll MotlOI, additional intare.t au.t be calculated. . . - t-; ';1, -'g, \~ L\, L~ (" OJ ,,) u 1.='::': ., !") I Bl (/1 "~I .' ,....:Ii u ---, c;) (1 ~ ';.':~- s;.; i" <1l 11(3 cc ,.,,) . '.'f PAVNI!lfI. Det,"*, the top portion 0' thh Notice .00 .ubltlt with your P..~"t .. p8yllbl. to ttMt MM fW'd IIddr... printed on ttM r,,,.r.. aide. If RESIDENT DECEllENT .... check or IlOfMIY arMr ply_.e tOI REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT .... r.hedc. or IIOOtIY ordtlr Plvllbl. tOI CottHONWEAl.TH OF PEMMSVLUANIA. ftEFUND (CAli A r.fund of . tlX oredJt, which .... not teqll4lltod on the lox R.turn, ..y lMi r.qu.ehld by CIPIIPl.Unt ." "application for M.fund of P.nn.yly~j. l~rlt8nG' ROd E.t,t. TIXR (REY-IlI]). ~ll~tJ6n' at. IVIllllbl. .t thl OfflO4t of thl; Rqht.r of .,11h, MY of ttM 23 Revenue Diltrlct Offlc.. or ft. the o.p.rtNnt'. Z'i~hoUr M....rlOll unlit,. nurlber. for forI' orderlngl In Plnnlylvenlfl 1~aOO"J62-20S0, outllcM PennlY}YWlID Ind MUhin locII Hlrrhburll .t.. (717) 717-809lt, TOOl (7171 712-lZ52 U.,dng I.,ired only), REPLV TOl OUIIUon. r....,dlno .trot. contained on this notic. should bl Mdt...ed to; tlA o.p"rtltef'lt of RIIV..,.,.., Bur... of lnc1111100.1 TalC", ATTNI POlt AneuMnt R.view Unit, Dept, l80MI, H.rriDbUra, PA t7128~0601, phone (711) 7a7~65DS. DISCOUNT 1 If MY tax dI.- 11 peld ..1thln thr.. (3) calendar .onths .fhr the ~c.d.nt.. d..th, c fhe percent (5%) dl~ount of the tax paid I. all~. PENAL TV I The 1S:': tax ....ty non.pilrtlcipaUm ptlnIllty II co.put'" on the tote I of the talC end intera.t ...aued, and not paid bafC'lra JllnUary III, 1996, the flr.t day after ttw end C'lf ttw talC ..-.ty ptlrlod. INTERESTl lntera.t h oharpd beginning .,lth flr.t day of dallnquenoy, or nlM ('9) ~th' W1d OM (1) ~y frOll the ute IIf daath, to the dlt. of paYtlllnt. Taxa. \lfhloh bac... deUnquent before Jenullry I, 1'182 bear lnt.re.t at the rate Ctf .IM (6;() percent per ~ calculated at a d.ily rate of ,000164. All texa. Which beo... delinquent on ~ after ,Jenwry 1, 1982 will beer In-terut at II rat. which .,111 vary frOtl oalendllr yea' to oal~er y..r with that rete announced by the PA o.p.rt-.nt of R.venue. The ftP~ll~able lnter..t r.t.. for 1982 thrOUGh 1999 ar.l V.ar Int.r.lt Rat. Delh Int.r..t factor V.ar Intere.t Rat. Dally Inter..t factOI' 19.2 lOX .000546 1988.1'9'91 11X .oonOI 1983 16;( .000436 ,.., 9% .000247 1.14 In: .000501 1'191-1994 n .000192 1ge5 15% .100556 1995-1998 9% .0002ft7 1916 l'X .010274 ".. " .OD01U 191' " ...02'" RRlnt.r.lt 1. olloulated a. follow'l INTEREST a BALANCE OF TAX UNPAID M NUMBER OF DAYS DELINqUENT X DULY INTEREST FACTOR ~RAn~ Notlcl I..u.d .ftar the tax bl!C0881 delinquent .,111 r.flect .0 intera.t cslculatlon to fifteen (15) days beyond the data of the .....IMn!. If Ply..nt h ... .fter the lntefe.t COIIP\JtlUon data Jhown on thl Notloe, IlddlUonal lnter..t IN.t be a.loul.teet. (': \My l)(lc\lllll,ltll~\nldll{'\WP~ I \W IIf)AT ^ \l'l.lI\[)ccd~\hnckl,lnht'flY ,\ll'crct\"IWilldhlMtlliiIUI-\loc IN THE ORPHANS' COURT OF CUMBERLAND COUNTY, PENNSYLVANIA No. 21-97-1026 IN THE ESTATE OF NORM~ J. HOCKF::NBERRY, DECEASED DECREE AWrRDING REAL ESTATE AND NOW, this --'-~ day of _ ,1999, the Account and Schedule of Proposed Distribution of CI E. HOLTRY, Executrix of the Estate of NORMAN J. HOCKENBERRY, deceased, late Newville, Cumberland County, Pennsylvania, having been confirmed absolutely and distribution having been decreed in accordance with the proposed Schedule of Distribution by order of the Honorable George E. Hoffer, President Judge, dated August 24, 1999, which Proposed Schedule of Distribution awarded the herein property to the Grantees in accordance with the Last Will and Testament of Decedent dtlteo uctober 8, 1996, the real estate hereinafter described is hereby accordingly awarded to the following persons, all of Cumberland County, Pennsylvania, in accordance with the terms of decedent's Last Will and Testament Tract No.1: To CindY Holtrv and Thomas Dean Hockenberrv. as tenant! in common. their heirs and assians: ALL THAT CERTAIN tract of land situate In Upper Frankford Township, Cumberland County. Pennsylvania, bounded and described as follows: BEGINNING at a limestone in the center of the lane leading from the Western side of a public road to the buildings on land formerly of Robert Graver and Martha B. Graver, his wife, now or formerly of Jerome L. Smith and Dorothy V. Smith, his wife; thence Westerly along the center of said land, 150 feet, more or less, to an Iron peg at the line of land now or formerly of Jerome L Smith and Dorothy V. Smith, his wife: thence Northerly by the same, 167 feet, more or less, to an iron peg; thence Easterly by the same, 150 feet more or less, to an iron peg on the Western side of the public road aforesaid; thence Southerly by the Western side of said road and along the line of land now or formerly of Cameron Orner, 200 feet more or less, to the Place of BEGINNING. BEING the same premises which Mary E. Gayman, widow, by her Deed dated June 12, 1958, and recorded in the Office of the Recorder of Deeds In and for Cumberland County, Pennsylvania, in Deed Book "M", Volume 18, Page 6, granted and conveyed unto Norman J. Hockenberry and Elsie E. Hockenberry, husband and wife. The said Elsie E. Hockenberry died September 13, 1989, thereby vesting title to said premises in Norman J, Hockenberry. Tract No. 2: To CindY HQ.ltrv and Tbomas Dean Hocken~errv. as tenants In ~on. their hi.I.rI and assigns: ALL THAT CERTAIN lot of ground located on Township Road No. 449 In Upper Frankford Township, Cumberland County. Pennsylvania, more particularly bounded and described as follows: BEGINNING at a point in the center line of said highway at other lands now or formerly of Norman J. Hockenberry and Elsie E. Hockenberry; thence by said lands, South 64 degrees West 150 feet to a point: thence by the same, South 33 degrees 15 minutes East, 175.7 feet to a point in the center line of a private lane leading to other lands now or formerly of Dorothy Smith, widow; thence along the center line of said lane, South 77 degrees West, 115.6 feet to a point; thence along other lands now or formerly of Dorothy Smith, widow, North 33 degrees 15 minutes West, 436 feet to a point at line of lands now or formerly of Wayne Salisbury; thence by said lands North 59 degrees East, 290 feet to a point in the centerline of said Township Road; thence in said road, South 28 degrees 30 minutes East, 286 feet to a point, the Place of BEGINNING. BEING the same premises which Dorothy Smith, widow, by her Deed dated November 8, 1963, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "A", Volume 21, Page 583, granted and conveyed unto Norman J, Hockenberry and Elsie E. Hockenberry, husband and wife. The said Elsie E. Hockenberry died September 13, 1989, thereby vesting title to said premises in Norman J, Hockenberry. Tract No.3: To Clndv Holtrv and Thomas Dean Hockenberrv. as tenants in common. their heirs and asslans: ALL THAT CERTAIN tract of land situate in Upper Frankford Township, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at a point in the centerline of a public road, which point is 306 feet South of the intersection of the public road at corner of lands now or formerly of Rebecca Gutshall, Emory Orner's heirs and Gerald L. Barrick and Wife, formerly part of the tract of land of which this is a part and said point being the Southeastern corner of land now or formerly of Gerald I. Barrick and wife; thence by the center line of said road (as per magnetic bearings of 1952) South 22'1:. degrees East, 1500 feet to a point in the road; thence still by the same, South 3111. degrees East, 190.5 feet to a point in the Northeastern corner of land now or formerly of Elwood Jones and wife; thence by the land of the said Jones, South 64 degrees West, 148.5 feet to an iron pin; thence by the same, South 32% degrees East, 167 feet to a point in the farm lane; thence by the center line of said lane, North 76 degrees East, 150 feet to a point in the center line of the aforesaid public road; thence by said center line 3111. degrees East, 1156 feet, more or less, to a point, the Northeastern corner of land now or formerly of W. Lehman and wife; thence by land now or formerly of the said Lehman, South 56Y.. degrees West, 125 feet to an iron pin; thence by the same, South 31Y.. degrees East, 342.5 feet to an Iron pin in an old fence line; thence fOllowing the old fence line by land now or formerly of SIJrah L Menges, and as per deed bearing found of record, South 53Y:. degrees West, 241.3 feet more or less, to a cherry stump; thence by the same, North 35Y:. degrees West, 536,25 feet, more or less, to a point in the Menges line; thence by same North 500/. degrees West, 452.1 feet, more or less, to a point at the corner of the Menges land; thence by land now or formerly of Jack B. Scott, North 29 degrees West 21 feet (crossing the run) to a post; thence by the same and a fence line, North 29 degrees 40 minutes West, 613 feet, more or less, to a picket fence; thence along the fence and beyond, South 79 degrees West, 394,5 feet to a point in line of a fence on the Easterly side of a lane; thence along fence and beyond, North 41 degrees 45 minutes West, 647 feet to a stake driven in old fence lOW; thence along fence row and beyond, through woods, and still by land now or formerly of Jack B. Scott, North 25 degrees 30 minutes West, 1151.5 feet (erroneously given in prior Deed as 115.5), more or less, to the center of another public road, at land now or formerly of John Oller; thence by the center line of said road, North 61 degrees East, 240 feet to a point; thence by the same, North 77'1. degrees East 420 feet to a point; thence by land now or formerly of Gerald L. Barrick and wife, South 20'1. degrees East, 248 feet, more or less, to an iron pin; thence by the same, North 54Y.. degrees East, 542 feet to the Place of BEGINNING. CONTAINING 50 acres 88 perches, more or less. LESS, HOWEVER, the land conveyed in the following Deeds, recorded as indicated, In the aforesaid office: To Wayne Salisbury, by Deed dated May 21, 1953, recorded in Deed Book "I", Volume 15, Page 179; To Dale Barrick, by Deed dated September 2, 1955, recorded in Deed Book "R", Volume 16, Page 353; and To Norman J. Hockenberry, by Deed dated November 8, 1963, recorded in Deed Book "A", Volume 21, Page 583,