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Home My WebLink About05-16-08 (3) ENTER DECEDENT INFOF Social Security Number 176079264 Decedent's Last Name HOCKENBERRY Suffix (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW X 1. Original Return n ~~ 4. Limited Estate ~~ X~ g Decedent Died Testate -- (Attach Copy of Will) --~ 9. Litigation Proceeds Received 10252007 Date of Birth 02241914 Decedent's First Name MI MILLO J Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum C~ 3. Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise C] 5. Federal Estate Tax Retum Required (date of death after 12-12-62) ~ Decedent Maintained a Living Trust Q 8. Total Number of Safe De osit Boxes (Attach Copy of Trust) (( P 10. between 1231-y9lCandtlal g5jf death ~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) -CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number WM. D. SCHRACK III 7174329733 Firm Name (If Applicable) SCHRACK & LINSENBACH PC First line of address 124 WEST HARRISBURG STREET Second line of address P.O. BOX 310 City or Post Office DILLSBURG State ZIP Code REGISTER"OF WILLS U~EONLY ~_ ~ e 7 ~ C"J ~ _ ~ ~~ yy., -r: J,-~ r ~ `. -':: ~~ -~ <:=~ `~ ~ - ~ ~ DA3E~ILED " PA 17019-0310 Correspondent'se-mail address: SChraCklaw@COmcast.net ~O ~. _, `~ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~'~ ~~ , ~ ~~~~in, (~nn~ Myrl I. Hockenberry ~/~ 3 /~ ~ ADDRESS -`+ 1 Strawberry Drive, Carlisle, PA 17013 SIGNATURE OF EPA R THAN REPRESENTATIVE Wm. D. Schrack III ADDRESS ' 124 West Harrisburg Street, Dillsburg, PA 17019-0310 Side 1 15056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 ~ 115 7 13ELUW Date of Death 15056041147 15056041147 15056042148 REV-1500 EX Decedent's Social Security Number oecedenPS Name: M 1 I I O J. H o c k e n b e r r y 17 6 0 7 9 2 6 4 RECAPITULATION 1. Real Estate (Schedule A) ...................................................................................... 1. 2. Stocks and Bonds (Schedule B) .............................._............................................ 2. 8 0 . 7 4 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .............................._....................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) [ ~' Separate Billing Requested ............. 6. 1 6 3 , 7 2 5 . 4 5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~, Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) .............................~.................................. 8. 1 6 3, 8 0 6. 1 9 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 1 5 , 3 5 0.14 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 4 , 0 8 5 . 4 9 11. Total Deductions (total Lines 9& 10) ................................................................. ~ 1. 1 9, 4 3 5. 6 3 12. Net Value of Estate (Line 8 minus Line 11) .............................._............................ 12. 1 4 4 , 3 7 0 . 5 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. 14. --- 1 4 ~ , 3 7 0 . 5 6 - - - - . TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 0 0 0 15. 0. 0 0 . (a)(1.2) X .o0 16. Amount of Line 14 taxable 0 0 0 16• 0. 0 0 . at lineal rate X .045 17. Amount of Line 14 taxable at siblingrateX.12 144, 370.56 17. 17, 324 .47 18. Amount of Line 14 taxable 0 0 0 18• 0. 0 0 . at collateral rate X .15 19. Tax Due ............................................................_.................................................. 19. 1 7, 3 2 4. 4 7 20. FILL IN THE OVAL iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1556042148 1505642148 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-3-1157 DECEDENT'S NAME Millo J. Hockenberry STREET ADDRESS 1000 Claremont Road -__---- CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A, Spousal Poverty Credit g, Prior Payments C. Discount 9,600.00 505.26 3. Interest/Penalty if applicable Total Credits (A + B + C) p. Interest E. Penalty Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE Make Check Payable to: REG-STER OF WILLS, AGENT (1) 17,324.47 t2) 10,105.26 (3) (4) (5) 7,219.21 (5A) (5B) 7, 219.21 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................. ~ _' Lx b. retain the nght to designate who shall use the property transferred or its mcome :................................ ~~ ~x~ c. retain a reversionary interest; or ..............................__............................__............................__................ ~~ [_x~ d. receive the promise for life of either payments, benefits or care? ........................................................... [~ ~~~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................._............................__..................... ~..~ ~X~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~ i] 4. Did decedent own arnylndivigdual Retirement Account, annuity, or other non probate property which L ~~ contains a beneficia desi nation ..................... 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. For dates of death on or after July 1, 1994 and before January 1, 1555, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~t~sk iU ~rc~ ~est~mrnt BE IT REMEMBERED, that I, M. JAMES HOCKENBERRY, of Carroll Township, York County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that my hereinafter named Executor pay all my just debts, my funeral expenses, and the expenses of the administration of my estate. With this direction, I authorize and empower my Executor to expend for my funeral expenses and interment such amounts as he may consider necessary and proper, without regard to any limit that may be prescribed by a court of law. ITEM 2: I direct my Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or the transfer of any property passing hereunder or otherwise passing by reason of my death, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate under the provisions of any state or federal law now in force and effect or hereafter enacted, shall be prorated among the persons interested in my Estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 3: All the rest, residue and remainder of my estate, ,~ of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my wife, Pearl L. Hockenberry, absolutely, provided she survives me for a period of thirty (30) days. ITEM 4: Should my wife, Pearl L. Hockenberry, predecease me, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I then give and bequeath the sums hereinafter set forth unto the parties designated: {a) The sum of Ten Thousand ($10,000.00) Dollars unto my nephew, Charles C. Galaspy, Jr., of Allen, Pennsylvania, absolutely; (b) The sum of Ten Thousand ($10,000.00) Dollars unto the Trustees of the Lower Bermudian Lutheran Church; and (c) All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, unto my brother, Myrl I. Hockenberry. ITEM 5: I appoint my brother, Myrl I. Hockenberry, as Executor of this my Last Will and Testament. Should my brother predecease me, fail to qualify, cease to act or renounce probate, I then apoint my sister-in-law, Vada Hockenberry, as alternate Executrix of this my Last Will and Testament. ITEM 6: I direct that my hereinbefore named Executor shall employ Wm. D. Schrack, III, Esquire as attorney for my estate. ITEM 7: I direct that my Executor shall not be required to give bond for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of ~U ~~ 1979 . (SEAL) HOCKEN ERRY The preceding instrument, consisting of this and one (1) other typewritten page, was on the day and date thereof signed, sealed, published and declared by M. JAMES HOCKENBERRY, the Testator herein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have scribed r names as witnesses hereto. '` <:k. ~- OF ~~~ ~. ~ ' '? r ~ / ~" t r ~ ~.G.~~C~lOF A~f~ ~~~C--'~~. ~Y ~__1~~1 ~tq ~ , -2- Rev1503 EX+ (6.98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hockenberry, Millo J. 21-3-1157 AVI property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 $50.00 United States Series EE Savings Bond issued 80.74 09/1986 TOTAL (Also enter on Line 2, Recapitulation) 80.74 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Calculate the Value of Your Paper Savings Bond(s) ,,R ie nee. > :nrl ivirluai > Tc~k > i:alculate the Vaiue o; t'eur Paper Savinc)s 6nnrJ(si ___. Calculate the Value o€ Your Paper Savings Bond(s) SAYINGS DOND CALCUTATbA Value as of: _„~ 1:200] JFDC.TE Series: Denomination: ~EE Bonds 50 Bond Serial Number: Issue Date: ,*' Help '- Instructions ------- nv: to lJSe Yhr 4:!vmns Rand afcu.la. for j _.._- -~- Notes Description --- NI No[ Issued i i NE Nat eligible for payment _ i PS Includes 3 month HOW TO SAYE YOUR INVENTORY interest penalty _ _ ~ MA Matured and not earning ~~~ ~ --°- Calculator Results for Redemption Date 12J2007 i interest 1 ~~ .........._._......... Totat Price Total Value Tatal Interest 525.00 $80.74 YTU Interest $55.74 $3.14 Bonds: 1-1 at 1 Serial # Series Denom Issue : Next Finai : Issue : Interest Date Accrual : Matm~ity ~L2694ti4449EE EE 50 Price : Interest Rate Value Note $ 09/1986. 03/2008: 09/2016' $25.001 $55,74 4.00% $80.74 C5 V A,_TS;. A'd01'HER_B~Ni7 -_ j- Survey ..___.____-_...._-.,__._~...._..._..._._,-_~ Mow would you rata this tools i~ Excellent r i Good I^ Falr { r Poor I Frec>.Aom of InE`onnal'ion .lrt I law & Guidance ~ Privarv & I .~r~., Notices ~ Nlfbsile Terms Fi Conditions ~ Accrssibll~ty ~ ata r~i 'duty U. S,-~'EU irSrUr nf,_pl tpe_TrG.~sury Run•du pf t(:E Pu@lic Ije1L http: //www. treasurydirect. gov/BC/SB CPrice Page 1 of 1 1 ?./~4/~.~f17 ' Rev-1509 E7t+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Hockenberry, Millo J. 21-3-1157 If an asset was made Joint within one year of the decedent's date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Myrl I. Hockenberry B. C. 1 Strawberry Drive Brother Carlisle, PA 17013 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 11/2/2005 Citizens Bank -Account #6210435762 10,268.06 50.000% 5,134.03 2 A 4/9/2003 Citizens Bank -Account #624678462 5,819.05 50.000°l° 2,909.53 3 A 12/19/2006 Citizens Bank -Account #6249055857 155,681.89 100.000% 155,681.89 TOTAL (Also enter on Line 6, Recapitulation) {If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 163,725.45 Form PA-1500 Schedule F (Rev. 6-98) ~~ Citiaens Bank Account Number 6210435762 Account Title M JAMES HOCKENBERRY MYRL I HOCKENBERRY Date O ened 11/2/2005 Account T e Checking Principal Balance as of DOD $10268.06 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $10268.06 YTD Interest to DOD $1144.17 ~~~. U ~~ Citizens Bank Account Number 6204678462 Account Title M JAMES HOCKENBERRY MYRL I HOCKENBERRY Date O ened 4/9/2003 Account T e _ Checking Principal Balance as of DOD $5819.05 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $5819.05 YTD Interest to DOD $72.77 .;. ~~ Citizens Bank Account Number 6249055857 Account Title M JAMES HOCKENBERRY MYRL I HOCKENBERRY Date O ened 12/19/2006 Account Type Time De osits Principal Balance as of DOD $155573.29 Interest from Last Postin to DOD $108.60 Account Balance as of DOD $155681.89 YTD Interest to DOD $5573.29 f • REV-1151 EX+112.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hockenberry, Miilo J. 21-3-1157 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Years} Commission paid 2. Attorney's Fees Wm. D. Schrack III 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 11,342.14 3,500.00 4. Probate Fees 298.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 210.00 See continuation schedule(s) attached TOTAL (Also enter on tine 9, Recapitulation) 15,350.14 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev1502 EX+tB•98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hockenberry, Millo J. ILE NUMBER 21-3-1157 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) • Rev-1502 EX+ (8.98 SCHEDULE H-67 OTHER ADMINISTRATIVE COSTS COMMONWEALTH Of PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hockenberry, Millo J. 21-3-1157 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-67 (Rev. 6-98) •' Rev1572 EX+ (6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Hockenberry, Millo J. 21-3-1157 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Carlisle HMA Physicians Management -last illness 60.63 2 Carlisle Regional Medical Center -last illness 36.88 3 Cumberland Goodwill Ambulance -last illness 350.00 4 Health Network Labs -last illness 5 Kinetic Imaging -last illness 6 Mobile X-Ray Imaging -last illness 7 PharMerica -fast illness 8 Pinkerton Associates, D.P.M. -last illness 9 Special Event EMS -last illness 10 West Shore EMS -last illness 366.84 42.46 1,320.50 248.05 115.77 110.03 1,434.33 TOTAL (Also enter on Line 10, Recapitulation) I 4,085.49 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) . , ~„_ ,es~, SCHEDULE J COM N~HERITANCETAXERETURNANIA BENEF{CIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Hockenberry, Millo J. 21-3-1157 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT Do Not list Trustee s) (Words) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Myrl I. Hockenberry Brother residuary 1 Strawberry Drive estate Carlisle, PA 17013 Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropr iate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON uNE 1s ~r tzev-lsuo cwtrc srlrt I I ~.~~ Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHRACK &LINSENBACH LAW OFFICES 124 W. HARRISBURG ST. P.O. BOX 310 DILL5BURG, PA 17019-0310 PHONE (717) 432-9733 FAX (717) 432-1053 May 15, 2008 Register of Wills Cumberland County Court House One Courthouse Square Carlisle, PA 17013 Re: Estate of Millo J. Hockenberry No. 27-07-1157 To Whom It May Concern: Attorneys WM. D. SCHRACK III BRIAN C. LINSENBACH ~j ~, c:~ C p co `"'s.. .~~~~ ~ -mac ~ ~ _ ~ .~ G'3 i~ cry i r~ ~ -7'I '"~ ~ `: -~ ~ a c --~ `? ~ - .,~- You will find enclosed herewith the original and one copy of the Resident Decedent Inheritance Tax Return 1500, accompanied by an extra "face page" on which "copy" is stamped. Accompanying the filing is the Executor's personal check #221, for the sum of $7,219.21, which represents the remainder of the calculated tax liability. Also enclosed is my office account check for the sum of $15.00, which represents the filing fee. Please accept the Return as presented, and return to me the tune-stamped "copy" of the face page in the envelope provided. Thank you for youx attention to this request. WDS/jsg enc. Very truly yours, ...~ -- chrack III SCHRACK &LINSENBACH