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Home My WebLink About80-00258 ~ '!ij ~ . ~:\ t1l i ~ '~ t1l C ~ ~ , g , , . t1l ~ I":) ~ ~ ~ ~ ili t.l ~ .... ,,0 f' S .s ~ till 11II :":,. '0' Z No. 21.80 258 PETITION FOR PROBATE' OF WILL AND LETTERS TESTAMENTARY in the Estate of l\NNA J. OCKER , deceased. Harold B. ~1\fJ., Acting To Register of Wills for the County of Cumberland, . ' in the Commonwealth of Pennsylvania, IS Petitioner(s) CllJlS the execuLor named in the Last Will and Testament of Ann" J. Ocls&r dated February 10, 197? Decedent was a citizen of the United States and a resident of ~ Borough, Cumberland County, Commonwealth Shippensburg of Pennsylvania. Decedent died on Tuesday the 8th A. D. 19 8~0 in the County of f(- Yh1 k J / vi peV]", L_'/f'v1,'~ at the age of ~o years. ~ her Decedent has not been married and hos not had children born to mm: since the execution of the above described Will. Decedent was possessed of personal property to the value af jJ '3 / J 000 , 00 and of real estate to the value of tf . ~'t.5) 0 00 .Go day of APril State of as near as can be ascertained; said real estate situated as fallows ':!he Borouqh of Shippensburq. Countv of Cunberland, pp.nnByl vania ~ Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and far Letters Testamentary thereon. Dated APril 14 . 1980 Name and address of Petitioner(s) PIDPLES NATIONAL BANK OF SHIPPENSBURG, PENNSYLVANIA / BY:~/3-.?~Iv/ Alan Rinehart, Trust Officer East King Street I' <), 1:;07 '1 Shippensburg, PA 17257 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERU\ND Alan Rinehart. Trust Officer of peoples National Bank of Shinoensburg named in above application, being duly say(s) that the statements set farth in sworn according to law this petitian are true to the best of his knowledge and belief. /J ~ -J(?!~L;/ subscribed before ~.P- / Alan Rinehart, Trust Officer sworn ond me r.pri1 14 1930 , N~, ...Ld- /.3 ~'0'JC' 4~-. j . {[i'jJ. '-h--,}R~'i~f~r Harold B. ~, Acting C% Filed; j.o~ 1-[1) -<><..sr 19:)0 nX:REA & DAVIS Attorney: 2ft. \1cst King St. Shippensburg, PA 17257 C Eo< Z ~ C OJ ~ 0 ~ ~ . .; 4-l [ii jj . 'c .. ~ .- . 0 ~~..!: .; ~ tJ ul: ~ Ii 0 u ,. c :a H ::; . c .!l c . ~ co. .. . J t-:> .. . jj . l!' u Eo< ~ OJ '.x: . . ..: c:(=.a .x: z U'- . ~ H ~ u ~ ~ ::; . o. 11 Z.~ ~ ~ on C c .' LAST WILL AND TESTAMENT I, ANNA J. OCKER, a resident of the Borough of Shippensburg, County of cumberland and commonwealth of pennsylvania, being of sound mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills by me heretofore made. FIRST: I hereby direct my Executor, hereinafter named, to pay all my just debts and funeral expenses as may conveniently be done after my decease. SECOND: I give, devise and bequeath the sum of Two Hundred ($200.00) Dollars to my grandson, Ray Sprecher. THIRD: I give, devise and bequeath the sum of Two Hundred ($200.00) Dollars to my grandson, Donald Sprecher. FOURTH: I give, devise and bequeath my roll-top desk to my grandson, Edwin Lee Sprecher. FIFTH: I give, devise and bequeath the real estate situate at and known as No. 15 North Queen street, Shippensburg, Pa., and my cherry drop-leaf table to my daughter, Frances Sprecher. SIXTH: I give, devise and bequeath the real estate situate at and known as No. 21 North Queen Street, Shippensburg, Pa. to the issue of my son, John E. Ocker, Deceased, to-wit: Carol Shurman, John E. Ocker III, patti K. Ocker and William H. Ocker, equally, share and share alike. SEVENTH: I direct my Executor, herein named, to sell the real estate known as No. 17 North Queen street, Shippensburg, Pa. at either public or private sale, and divide the proceeds there from as follows: One-half to my daughter, Frances sprecher, or her heirs, and one-half to the issue of of my son, John E. Ocker, Deceased, to-wit: Carol Shurman, John E. Ocker III, patti K. Ocker and William H. Ocker, equally share and share alike. EIGHTH: All the rest, residue and remainder of my estate, MCCREA & DAVIS ATTDRNUS,U LAW NtWVILlt , SHlPPtN68URG PUtt", 8[.,7 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND 88: Before me, the Register for the Probate of Wills and gl'llnling of Letters of Administralion in ani! for the County of Cumberland, personally came ,!lJ,oo..l\i..n<;):\9X:l;..,..:r);1.)llj;..QUj,~!::,...l.',eplllr;!i>"Naj;j,Qnal.,:a<U1l>. who, being duly ......RWQm......"...., do l'llO...... depose and say that as..",ElIe<::ut.o:l:""""""""...."............".".." of the last Will and 1'estament of ......."...."...~""..::r.:"~~!'!);'..."....""......"........".......,,....""......""....deceased ...............!:.€!...... will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. .........~m...".". and subscribed before me, ................~.~~~.....~.~....."............." A. D" 19 .~~........ ~:l;z:1r;j~j~/~ Harold B. ~, Acting .~.e::..7;::r~:i~!~m... Alan Rinehart, Trust Officer .................................................................................. :'ti 0; :OJ :Ul co: :<0 O'l :~ r-Ir :OJ :0 U- N: 0 ~ co; ~I' : 00 ~ If'l: U'l N ...J 0 .-l: 00 . 0 I ...J l-:l I'Q . ~ 0 ::: .-l: co ~ N t - .~ .' 'M: .-l S a: t); l-l: N ,5 8: Pl r4i ,,;: 0 "Cl 00 0 OJ r.. : I "Cl Z '" "': .- 0 00: N .s u OJ ::H:' ,g '" OJ "Cl 0 "Cl tJ) OJ Ul <= <0 - Z riI' .~ '" Il. r>:. DECREE B 't b d I h 15th d I' April BO h e 1 remem ere t lat on t e ..."................... ay 0 ......................".................."...., A. D" 19 ........, t ere was probated and recorded the last Will. and Testament of ...."......".~,~,:..~."......"........................, lateof......~~.~!?~~~~..J?:C?~.l;l.'il!:........"......................, Cumberland County, Pennsylvania, Deceased. Letters ...,..,...!~~~~,......,.".......... were granted to .~~p.~~~,.~~t:~<?~,'?:~..~.<:!~..9~.,~~~?~~~.I?~.g",................ Witness my hand and official seal the day and year aforesaid. PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701 of the Inheritance and Estate Tax Act of 1961 provides that the following persons shall prepare and file a return: a. The personal representative of the estate of the decedent as to property at the decedent administered by him and such additional property which is or may be subject to Inheritance Tax of which he/she shall have or acqui re knowl edge; b, The transferee of property upon the transfer of which Inheritance Tax is or may be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separate return need be made by the transferee of property included in the return of a personal representative. 2, PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the county wherein the decedent resided, 3. TIME FOR FILING The return is due nine months after the decedent's death, unless an extension for filing has been applied for and granted by the Secretary of Revenue within the nine-month period. 4. FAILURE TO FILE RETURN Section 791 of the 1961 Statute provides that" . . .any person who willfully fails to file a return or other report required of him. . .shall be personally liable.. .to a penalty of 25% of the tax ultimately found to be due or $1,000 whichever is the lesser to be recovered by the Department of Revenue as debts of like amount are recoverable by law." 5. TAX RATES Inheritance Tax is payable at the rate of 6% on transfers to lineal descendants, such as father, mother, husband, wife, son, daughter, grandchildren, grandparent, son-in-law and daughter.in-Iaw and at the rate of 15% as to all others. 6. PAYMENT OFTAX The tax assessed on the transfer of property reported in the return is due 9 months after the decedent's death. Interest at the rate of 6% per annum accrues thereafter unti I payment is made, All payments received are fi rst appl i ed to any interest which may be due.with any remainder applied to the tax. IF TAX IS PAID WITHIN 3 MONTHS AFTER THE DECEDENTS DEATH, A DISCOUNT OF5% OF THE TAX PAYMENT IS ALLOWED. All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to the final determination of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes may be sued for against any real property in the decedent's estate or against any property belonging to a transferee liable for the tax. B. FtLlNGOF FALSE RETURN Any person who willfully makes a false return or report required of him shall, in accordance with Section 793 of the 1961 Statute, be guil,ty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both, R'EV.451 (1.801 COMMONWEALTH OF PENNSVLVANtA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT ~\ ~ SCHEDULE "B" PERSONAL PROPERTY {Instructions on Roverse Sido} Estate of ANNA J. OCKER ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFFICIAL USE ONL YJ - (1) Checking Acct. No. 43-805-7, peoples National Bank of Shippensburg 1,278.38 . (2) Savings Acct. No. 043-850-220, peoples National Bank ofShippensburg I, 34,323.94 Accrued interest on above savings acct. to date of death 185.84 (3) Household furnishings and personal property per attached itemized appraisal 1,370.50 (4) Ibll-top desk 250.00 (5) Cherry Drop-leaf table 325.00 (6) . M:ldicare payrrent 492.80 (7) Blue Shiie1d 65 Special payrrent 123.20 (8) united Telephone (brrpany of Penna., refund 1. 75 . TOTAL THIS PAGE 38,351. 41 3~.Jn.lf/ , ~ ,.~' ",..:t;;e:'~"~~~~1.\~~';\"l""""~?;>'5;~;','i:'!-W:'<"'1 'l.~:~~.'.:~\::ii,ii...'~~,. ~'\I'~.' :.;> ',:'{ 'i:!' ;'~.:'\'~YW\jii~M<.',~"., iV1:;:"':?l.:l~,t~, :.'~t..':-~::,;1': . ,A;:; ~;, ,,; .r;.~.~';;; P~.'f,'t"~~!it&~.t..1 ,i~f1iJ l1 J;~l~ .::::::;";':"1 '. .: ".:' I'" i' '1,' .' ,"!", , " . . " Jate - Apr1l17, 1980, "" " ,/~,::. " uocation _ 21 North Queen Strll~1i,,.Shipp'en'sb\1rg, Pa. 17257;: :.' , . I,' .:1 I,. ;', . ,. ~pprai8al b1 _ Danie+ D'. Hers~e~ ~"Auo~~ol1eer J:xeeutor " "'/ ,".' ',. . ", ,,, .i" ,.:; - . " ~/' . '.~ .. ~ '\ >.~.,';~.' " \ttorne1 - 3mall Kelvin~tor re!rigeraOor" '{ [roning board \ 3peed Queen wringer washer (common) . ~ Piece break!astset letal utility cabinet I .. ~ooden base cabinet, .", ",':.::, I ~,ir:.t ' JODon miscellaneous dishes:,in kitchen" ;!J';~,( ,! , "I "~i,p" 11s0. pots" pans, skillets, ete '\'~~:'Xi"~,,:' ". \, ,,'',..'t;'1.;.i~/ ,h. )ollllllonkitchen,.tableware ::, . ;:':~-i , 100den b.Bse cabinet ,: "~{;j: '; ~ooden, bench . " : ;::'" ' ,: ',' ". '"i" , . 'ush type reel mower ~ound back chair I,. ;''; . -,"' ',"" " ", ~:." ',: ".;' " ~.' . ,.,1. " :, " .~ ' I, ':.... , ,":' I>' ,::1(.. ;,\, '_:', ,'~' , , '," ";."J.,' " , " ';.' . '.', ;,'.'~ ,:., ,-'" . \ ' . .' )ommon 4 pc.' bedroom suite w/metal springs & mattress 'oster double ~ed w/metal springs & mattress /all mirror 3mall stand ~lectric wa~l clock lPiece living room suite jlass top coffee table )mall stand 3mall stsnd . ?lat!orm rocker locker .:' lCA table mode~ radio(older model) I ' .', ? \Jall' pictures @ $ 12.00 es;"-" 'loor light ' ," , -0 t bl 1 '" ". \. ..' i \a1 a e amp.j , ' ".,.' tCA approx. 21" table model color ~el~.ision(us'd approx. 5 yrs.) ~able light ",:' loston type rocker itand ',.E. electric fan loot stool , ' " " 'Iv: .' ....; '.. ! ~ . '." i -, ( .;. , \, " "fl " , 50.00 2.50 10.00 , 25.00 10.00 4.00 25.,00 " 20.00 ' 25.00 , 6.00 6.00 5.00 ,6.00 65.00 ,25.00 7.00 12.00 ;.50 45.00 6.50 ;.50 15.00 , 20.00 10.00 5.00 24.00 6.00 60.00 125.00 5~00 5~.OO 25.00 5.00 6.50 F,'_ .,,', ',' I '" ~II"""" ',' '..1".. <;' :': ~',' ';', .~", \.'t '_: " .,' ,t~"~~')'I".~t<..,. .'L t.l "" ,"', " \'.I.t~ f ""'-"ll'~ ...., . ',~ ~ ., \: . "I,~ .' ' ".. ':\.. 1,.', ."'.' " " _, t, '","~' t, (t. ,j I' ...", " ",':. .',1,,<,0;: >,,' h':):',',~' . , ), ; 'I,.~:~\l'..'" ,-,' "'1' "_''1It:':'. ,.'~ "\)~",I.: " ,., II~ J"." ' \ '1 I ,'" .' ."1 ~ 'J.t"~" ~ t ' ,; '.\'" '.'" . I' ,'. . i\i',,~ 2 Sl1Ia,ll wall pictur~8 G . 1.50),ea. :""',~,r,::>,;.,, ( .. '.' ..~( : : \~ \~:ll,\. I ....ooden clothes tree I' ',:OI.:,!,',:, ' :'\ "-r$'~il '~" 'j ," 14 ~1 ' Ou druser "I ,I , .:' : U', 1 ':'1' Small oak washstand , Oak mirror Small sta~d ' ,r, Double bed w/epring,& mattress (common) Common misc. ,costume Jewelry' Metal wardrobe Small floor light Metal utility cabinet 2 Common end tables t $ 2.50-e8. Oak dresser Tredle type Singer sewing machine Wall picture , Small camel back trunk Large camel back trunk 6 Cane seated chairs (in rough)'.. 12.00 ea. 2 Cane seated rockers (in rough) 0 . 30.00 ea. , 2 Porch rockers C S 8.00 ea. , ' High back' rocker (in rough) 4 Oak dining room chairs @ $ 8.00 ea. Wooden double ladder 2 ....ooden step ladders @ & 7.00 ea. 5 Solid bottom chairs (in rough) . $'7.00 ea. 2 Cast iron pots @.$ 6.00 ea. '1._', IJooden bench portable ale. heater 20" Push type rotary lawn mower(older'model) Meat saw \ I" . :.'~:~ :.,/.:,. ;'. - "', " . j' , : ; ~'~I~,l 1) . '~,' '~},:,';i~. : , ' t',,:':; ", " ," ... ,... '~ '.. '; f . I 3.00 20.00 40.00 60.00 12.00 6.00 15.00 15.00 .12~00 3.00 5.00 5.00 . 65.00" 15.00 2.50 30.00 40.00 72.00 60.00 16.00 12.00 32.00 15.00 14.00 35.00 . 12.00 5.00 8.00 15.00 2.50 S 1370.50 . " ,', , ': ','I' , Appraisal. Total I I I I, , I I ! i I i i ! QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years or death, Iiwke any tl;;nsfol 01 allY Iiiilteriill part of his estiltr. wilhout receiving villuilble ilIH! mleQualr. cOllsidemlion? (AnswCl "Yes" 01 "No".) No 2, Did decedent, within two years of death, tmnslor properly from himself/ herself to himself/llOrself ilnd onolllOr party or parties (including a spouse) in joint ownClship? (Answer "Yes" or "No",) ..N!:l- 3, If the answer to one or two above is "Yes" and the transfers are clilimed 10 be nontilxilble, provide the following information: not applicable a, Age of decedent at time 0 f transfer. b, Copy of death certificate. c, Affidavit by the attending physician indicating the stilte of decedent's heillth at time of tmnsfer. d. All other information supporting lIonlaxilbility of Imllsfer. 4, Did decedent, in his/her lifetime, make any transfer of plOperty without receiving il valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his/her death? (Answer "Yes" or "No",) No a, Was there any possibility that the property transferred might return to transfelOr or his/her estate or be subject to his/her power of disposition? (Answer "Yes" or "No",) not applicable b, What was the transferee's age at time of decedent's death? not applicable 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transfelOr expressly or impliedly reselves for his/her life or any period which does in fact end before his/her death: a, The possession or enjoyment of or the righlto income from the property transferred? (Answer "Yes" or "No" ,) No b. The right to designate the persons who shall possess or enjoy the property transferred or income thereflOm? (Answer "Yes" or "No",) No 6, If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others. not applicable 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transfelOr7 (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer plOperty, the bBleficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No",) Nn 9, If the answer to eight n:-.o~e is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone o(the decedent and others? (Answer "Yes" or "No".) not applicable INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all propertY, real and personal, owned by the decedent jointly with another party or parties as joint tenants with right of survivorship, Both tangible and intangible property are to bl) included, List real estate first. 1. Describe all real propert y as indicated in the instructions for Schedule" A". Describe all personal property as indicated in the instructions lor Schedule "B". include the name, address and relationship to the decedent of the co.owner (s) and the date the joint ownership was established, 2. Indicate the total market value of the jointly owned property. 3. Indicate the percentage of the decedent's interest. 4, Indicate the market vaiue of the decedent's interest. r" ." 0 n 6 t'1 >- :.s - >- 0 0 ffl 0 Z Cl n c: 0 :;; Z ... Z r" t'1 0 - 0 t"" t'1 :>': Z ~ - Z Z t'1 -l t'1 -l Z 9 0 -l -< ffl t'1 - ffl '2 0 ffl 0 -l 0 "1 >-:1 ~ ~ ~ 0 j 'Tl I - 'Tl 0 - Z n ~ :< t'" ~ c: ffl t"l 0 Z t'" -< -< -< ~ t'1 t"l >- >- ~ ~ f-' \D co 0 REV-484 C::X+ (3.00) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) File Number ~ .fZ..!~__R..C!._-::~'!?J:.a: Estate Name ___~~/lr1(~-5'...,- _,_.;r.:~~_,~_cZc.~::1:~ Date of Death >>_ 0 - gO :1...._._ Q, n..__n.______ Social Security Number REPORT OF INHERIT ANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser io and for the County of Cumberland Pennsylvania, do respectfully report that ( have appraisod the real Gnd personal property as roported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules HA", HB", fie", and liE" Doted: September 25. 1980 ..fllm',/o ) .~!ola/li) INH~R'TANCE TAX APPRAISER ADJUSTMENTS REMAINDER APPRAISEMENT CODE INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) Real Property (Schedule A) I ,0 00+ 92+ Personol Property (Schedule B) 'II 10+ Joint-Held Property (Schedule E) 21J+ Transfers (Schedule C) 30+ TOT AL GROSS ASSETS ?.J fl.)'/ 1/ -,~--)- -, Leu D.bts and Deductlons 40- 93- (SCHEOULE F) CLEAR VALUE OF ESTA1'E Valuation of life estates or ~ FACTOR PRIHCIPLE VALUE CODE annuities. . . . . . . . . . . . . . FOR USE OF REGISTER ONLY T ax on $ CODE COMPUTATION OF TAX $ $ $ $ I 6'. " Tax on $ 15% Tax on $ Tax on $ Tax on :$ Exemptions Tofol Estato TOTAL TAX INTEREST FROM BALANCE TO $ $ I Less Crodlts DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT S + 5 5 = $ = + -- BALANCE S INTEREST FROM BAL ANCE DUE TO S S ~ ~ ~ \. ~ ~ ~ ~ ~ VI ~ l-; :z: ~ ~ 1'(. 0 >- I'l Iol '\\ , '" t :::> \ ~ ...l ~ .0: \ tJ :z: " '\l - 0 I ~ 10. - "- 10. ~ "\ 0 ~ 10. 0 10. !-< 0 '" 0 :z: 0 '" '" >- "" 0 - ~ :z: ~ ~ "" ~ :z: z ::j 0 - 0 ~ S :.: ~ z ;:; z 0 u ~ ~ ~ ~ '" ~ 8 0 z ~ 0 ~ :l "c COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, J ss: ....,__A)-an J3,-Rh~e.!:1~rt.Ll\S['; ~1:-1'~1:_Q~tice~'I,l?~pl~EU!I~j:ip[lAU~9nJL9t s.I1Jp~sl;lJ,U:g" ___ being duly Sl>Um _ ______ according to law, depose. and says that ha ____as..Executor---on-, --'- ___..__________'____ of tho Estate of Anna J. Ocker late of _f;be..Bor:ough of Shippensburg----,------, CumbarlanJ County, Pa., deceased and that the within is an inventory made by _....____,__,..him,-,-..------ --- ----..-..-, tha .aid_ Executor of the entire estate of said decedent, consisting of all the personal proputy and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figure. opposite each item of the Invantory represent it's fair value as of the date of decedent's death, ~mto. ~~g~~r/.~tiona1 Bank of Shi~sburg, __..~Ll'-L3-. rl-(/',-k--L_-- /J _E,.r.ulor'~' /v'>!', / YIAJ"vl.J 1'17-"- d.J,;/ ,__.l?-39_~st King Street Shippensburg, Pa. 17257 Address Date of Death ___S_tll...- O'Y April Month 1980 Yoar INSTRUCTIONS I. An inventory must be filed within three month. after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets, 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. >- ~ -d ~ ... W ~ 0 ~ '" ... ~ w <( ~ 1.10 e.. ... ~\ 'M u UJ 0 Vl 6i ~ \) ~ .~ 0 W W C '" >- :r '" ~ ~ ~ l- e.. u.. 4-< ~ Q. c ... -' ~ Z -' <( 0 0 Q. 0 Un ~ I W 0 <( w ,;. ... .... 1\ > z '" ~I 1 + rtl ') Z 0 c e\ c ~ .; II Vl z 1\ 0 '" U ~ Z w <( ,,'j .... Q. "'0 c "i-"-, ! ~ I - -;: 0 ~ I -" "'0 -" ~ E + .! 0 I ~ ~ 0 , ...J U u: '" Inventory of the real and personal estate of ANNA J. OCKER deceased, (1) Real estate situate at and known as No. 21 North Queen St., Shippensburg, \ Pa. conveyed unto J. Edwin Ocker and Anna J. Ocker, his wife, by deed dated April 3, 1957 and recorded in currberland county Deed Book "S", Vol. I, Page 398. J. Edwin Ocker died October 8,1961. 14,000 00 (2) [buble house known as Nos. 15-17 N. Queen St., Shippensburg, Pa. conveyed unto J. Filwin Ocker and Anna J. Ocker, his wife, by deed dated July 6, 1959 and recorded in CUIrberland county Deed Book "G", Vol. 19, Page 3l. J. Edwin Ocker died October 8, 1961. (3) Checking [\CGt. l'!o. 43-805..7, peoples National Bank of Shippensburg (4) Savings Acct. No. 043-850-220, peeples National Bank of Shippensburg Accrued interest on above savings acc.-t. to date of death (5) Household furnishings and personal property (per appraisal) (6) BOll-toP desk (7) ChertY Drop-leaf table (8) M:ldicare payrrent (9) Blue Shield 65 Special payrrent (10) United Telephone conpany of Penna., refund 31,500 00 1,2,78. 38 34 ,323" " 94 185 84 1,370 50 250 00 325 00 492 80 123 20 1. 75 ~ ~ ~\ ~ ~ c ~ ~ , '" .. " '\j ~ .. ., --o'tl ,ll.l \ ~ .. ~.I ;.1 ",)~ 5 1 ~ ~ .. " , E ~ .s::: >- --..j ;......'" 00 ~ ~ .. , ~ .. u u OJ .1~ L[) .. .. ""~ u'\ ;:J ~ .. '11l1l I'" N .. .. " " '~ t"- O i"'O 1J .--:,. ~~i '""- I .. .. ..' U ~ · c ..c -:;i, 0 .. ~ .. ;:~ u 0 VI '-:l~ ;'co .. .. ....._ 0 ~ ..: ~~ .. .. c::~ 3:) %. ':....:J1 .. .. ':; " .D ,:v-"". '...... N ~ ~ .. , ~ !S 3~a..ct/) .. ~ t,; . '" '" ~ u t1.c c ,1 .Q ~ .. '"' ~ <( 1)'~ 0 t~_: ~, .. .. , " ,:: ( L''' ....,\ ::::....\ "" .. .. 0) ~ r.'..;j"O ;1);\ ..\ ,:'-l $ .. ~ .. "J f~ r"":::\ ~ (j 2. '...:...Ii ~ .. ','I '-' Ie... ,~\ '.......:>v .l9 '" .. "-.\ z.~ ~(...'\ .. .. " Q. U) .. ~ .. ~;--) gj ~1l0'O>' V'~ .. .. ., I") ::) .... -..... .. .. V f" ,._'o<:{o~~ .. ~ .. c ~ I', III ro '11 .....~ j\l .. .. '~ -",..1\ D _ ';) .. .. - ,t"..; 10'::' (,) ,,"" .. .. .~ Co(J ""'" .. .. ,,; e, \ "..;' , .. .. " ,~ W .. .. " "' '" .. ~ ,~ .. .. '"' , .. .. " :9 .. ~,' :~ '- " :..' " .< \ I ", ,.J l I I 1 1 I j I McCREA & DAVIS ATTDRMEYIl AT LAW NEWVILLE & SlurPENSIlUll1l PEttN", FIRST AND FINAL ACCXlUNr OF THE PEOPLES NATIONAL BANK OF SIlIPPENSBURG, EXECUTOR OF THE U\ST IVILL AND TESTAMENT OF ANNA J. OCKER, DECEASED, LATE OF THE BOROUG! OF SHIPPENSBURG, CUMBERLAND CXlUMl'Y, PENNSYLVANIA ************************************************* Date of ~ath - April 8, 1980 Date of Letters - April 15, 1980 Dates Letters Advertised: In Cunber1and Law Journal - r.1ay 2, 9, 16, 1980 In News Chronicle - April 24, r'1ay 1, 8, 1980 ******************************************* Estate No. 21-80-258 .c.: i"'cC:cea ,i' Davis, Attorneys 24 West King Street Shippensburg, Pa. 17257 - . .::: ~ IIOt t' 97 , 1 1.."'.' FIRST AND FINAL ACCOUNl' OF T!ffi POOPLES NATIONAL BANK OF SHIPPENSBURG, EXECUI'OR OF THE IAST HILL AND TESTAMENT OF ANNA J. OCKER, DECEASED, LATE OF TlIE BOROUGH OF SHIPPENSBURG, ClM3ERLAND COUNTY, PENNSYLVANIA TlIE ACCOUNl'l\NT Qll\RGES ITSELF \l1TH TIlE FDIJ:.a'IING: Checking Account # 43-805-7, peoples national Bank of ShippeI1SblJrg............................................. . Savings A=unt #0430850-2 20, peoples National Bank of Shipt:ensburg.................................... Q......... Accrued Interest on Savings Account #0430850-2 20, peoples National Bank of Shippensburg, to date of death. . . . . . . . . . . Real Estate, 21 North Queen Street, Shippensburg, PA, Appraised va.1oo........................................... Real Estate, 15 North Queen Street, Shippensburg, PA, Appraised va.!1Je....... . . . . ....".. . . ., . .,. ., ...... .. .. . ..... \ Real Estate, 17 North Queen Street, Shippensburg, PA, Appraised value (1/2 interest in this property sold by devisees to Frances Sprecher et vir for $7,250.00) . . . . . .. . Household furnishings, appraised value..................... Boll-top desk, appraised value............................. Cherry drop-leaf table, appraised value.... .. ...... .. .... . . r~di.care payrrent.................... . ., . .,. ..... . .. . ... I'" . Blue Shield payrrent. .. . . .. . .. . . . . . .. .. . . . . .. .. . . .. .. .. . . .. . United Telephone Co., refund................ ............... Valley Nutual Insurance Co., refund........................' 'lbtal Principal Assets \ I j 1 McCREA & DAVIS I AncUIUS AT LAW \ NtWVILLt & SHIPl'tMSDUilll , PENHA. \ I I , l l I T!ffi ACCOUNTl\Nl' CREDITS ITSELF \'1ITH THE FDU.oiIING: Register of \'lills, Letters 'l'estarrenta-ry.. . . . $ cunberland LaW Journal, Advertise Letters... News Chronicle, Advertise Letters. . . . . . . . . . . Register of \~ills, Short Certificate........ Register of Nills, filing inventory......... 49.00 18.00 15.00 3.00 3.00 "pr' 9~J ,:' 2 .."" f I $ 1,278.38 34,323.94 185.84 14,000.00 17 ,000 .00 14,500.00 1,370.50 250.00 325.00 492.80 123.20 1.75 5.00 $ 8~,856.41 U1COt-1E ACCOUNT THE ACCOUNTANT QlMGES I'l'SELF 1'II'll! THE FOLl.(J;'lING: peoples National Bank of Shippensburg, interest on Savings Account j} 043-850-2 20 From 4/9/80 to 4/16/80..... $ peoples National Bank of Shippensburg, interest on Savings Account jf 044-742-2 20: 6/1/80. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9/1/80.. .. . . .. ...... . .. . .. . . . . . .. . .... ., . . . .. ...... peoples National Bank of Shippensburg, interest on Certificate of Deposit #2416- 4/21/80 to 10/21/80, 6 mos. $56.42....... peoples National Bank of Shippensburg, interest on certificate of Deposit j~2504 from 5/7/80 to 11/5/80, 6 mos. $134.88.... prudential Insurance Company, dividends on Life Insurance Policy #13-459-847......................................... THE ACCOrnrANr CHARGES ITSELF HI'llI THE FQLl.(J;'lING: peoples National Bank of Shippensburg, eomnission on incorre.....................................$ 74.24 , 74.24 Incorre Account Balance $1,410.61 $1,484.85 RECAPTIUIATION 40.34 133.86 116.07 338.52 809.28 46.78 $ 1,484.85 $1,484.85 principal Account Balance......... $ 21,477.84 Income Account Balance............ 1,410.61 Total Balance for distribution..... $ 22,888.45 MCCREA & DAVIS ATTDRKtvB AT l-.w NEW'IlLlE & SHIPPtKSBURB PEMH". ~:5r 9'1 5 RCC-B4 tB,771 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE INHERITANCE TAX DIVISION I I~) ~:+.IJ,J). I, (~:: - ':'n ,-X) " '" '~ .~:;. ,':. L. (' ' ,',) '-- ~y. J (II~/_I , ), i, ,_,_ ._u_ ,..__.._"__' ...n_._ OFFICIAL NOTICE OF INIjERITANCE TAX ASSESSMENT ~."l^ ~1' I,''l,.,: r~ (, I' , .. .. ,~) { I . II. ,'j\-" ~"'"'" . ,.. . . "I' 'i) ,. ':~~'-' \<' \ I~' "'/ (:t..~(, ,J,1 SjJ 01 (1 / [I ~ /1 ~~' \' ~. I (,/'1\'1'(ld. (). ./~-- d I ~/) --d C/ _ A 11,J1j/(f'.' r.. DATE OF DEATH Gi?7 _ (' I +:h) DATE ESTArE.OF / ')d, I: r FILE NO, COUNTY OF ' ( ---------------------- ----------- -- - - --- - - - - --- - - - - ---- ---- - - -.- - - - - - -- Appraised Value of Estate: Real Est'lte Personal Property Jointly Held Property/Transfers Total Gross Estate Total Approved Deductions Clear Value of Estate Less: Approved Charitable Exemptions Clear Value of Estate Subject to Tax Amount Taxable @ 6% Rate Amount Taxable @ 15% Rate Less Credits: DATE OF PAYMENT AMOUNT PAID 1 i' ) $ I! WI 1.-1 ~ I $ if EJ. 5 00, (] () ~i ~. .,;.!:;/ '/1 $ d:3 't5I 1/ ( -' J 1 '7"1 (, '-If- $ '7~ ('5,/, (; '7 --'" , 'I ;) \\ C; L/ (' ? $ 1 \ $ ') ,.,) .:) '''if '~/i '; tax due $ </-,3 ;;':::'.J.9 I ./ tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE $ II 3 J.3 ,d-.y DISCOUNT INTEREST TAX CREDIT + $,~!J/II- ... 10::;..< ._' -- $ (I 3-U, .,;1 q $ = + = + = $ /t~'J V" ~l-vD 9ALANCE OF PENNSYLVANIA INHERITANCE TAX DUE Interest will accrue at the rate of six (6) percent per annum on the unpaid balanco of Inheritance tax from_ _to the date of payment. -v j 1//-'~ / Assessed by: SEE REVERSE SIDE FORINsTRucnoNs REGiSTER OF WILL'S COPY Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate, In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, attorney fees, fiduciary fees, funeral and burial expenses including lhe cost of a burial lot, tombslone or grave marker, GENERAL INHERITANCE TAX INFORMATION All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania, If there is no spouse, or if the spouse has forfeiled his/her rights, then any child of the decedent who is a member of the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be claimed by a parent or parents who are members of the same household as the decedent. t'" "<i 0 n ~ tT1 ~ ~ z >- 0 0 fJl Z Z tT1 Cl n ~ 0 :;! 9 :s: 9 != tT1 ~ ;0 - Z Z tT1 ..., tT1 ..., z 9 ..., -< tT1 - 9 rfJ rfl Z 0 rfJ 0 ..., "r1 ::>:l 9 "r1 "'" ~ ~ I-' 0 I z - .." j 0 .." - i 0 z n \ - ~ >- '" t"' c: Ul ~ CIl rT t'1 . ~ . gl ~ i -< -< tT1 tT1 ~ ~ ~ t; 00 . 0 I'd P> . \ INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If the family exemption is'being claimed, indicate the claimant's name, address and his/her relationship to the decedenl. Enter "family exemption" in the remarks column and the,amount claimed in the amount column, 2, Assign consecutive numbers to each item listed. 3, Enter the date on which each debt was incurred and/or paid. 4, Enter the names of each payee, 5, Provide a brief explanation in lhe remarks column for each debt claimed, 6. Enter the amount of each debt being claimed. 7, The form must be signed by lhe person who has assumed the responsibility for paying the debts,