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HomeMy WebLinkAbout04-0010PETITION FOR PROBATE and GRANT OF LETTERS Estate of also known as Social Security No ! ~o9- - ~-~-- 73 I'~Deceased To. Register of Wills for the County of ~ in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that Your petitioner(s), who is/are 18 years of age or older an the execu~hg}14ed m the last will of the above decedent, dated 2 - I 5 - ? ~ , 19 and codicil(s) dated Decendent was domiciled at death in C~g~---~L~t~x County, Pennsylvania, with h F-~ last family or pnnc]pal residence at ! ~._'3 g ~.C.T ~ T C'aC~L'r~L~; O~ · Deeendent, then ~ ~ years of age, d,ed ~EC g ~ , ~, Except as follows, decedent d~d not marry, was not dworced and d~d not have a child born or adopted after execution of the wdl offered for probate, was not the v~cUm of a kdhng and was never adjudicated ~ncompetent Decendent at-death owned property with estimated values as follows (If don~clled in Pa ) All personal property $ (If not domiciled in Pa ) Personal property in Pennsylvania $ (If not domiciled in Pa ) Personal property in County $ $ Value of real estate ~n Pennsvlvama situated as follows' /~, .y. g,~s;'Tr J'7" ['A'gOJ/E, f~' /70/.~ WHEREFORE, petitioner(s) respectfully request(s) the probate~of the last will and codicil(s) presented herewith and the grant of letters ~'E theron. "= C~L%~ , ~ 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '~ COUNTY OF O_c~-~x,~_,~, ~ __ ~s The petmoner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petmon are true and correct to the best of the knowledge and behef of petitioner(s) ~d that as personal represen- tatwe(s) of the above decedent petltmner(s) wdl well ~d truly administer the estate according to law. Sworn to or aff~med ~d subscribed r ~~e.~ ~ befo~me th~s ~0~ day of [ -' ~ ~ Estate of · GERALDINE MAE HOCKEEY , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 5, 2004 ~t~ :n consideration of the petition on the reverse sMe hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated 2-15-1987 described there~n be admitted to probate and filed of record as the last will of GERALDINE MAE HOCKLEY and Letters TESTAMENTARY are hereby granted to SAMMY E HOCKLEY FEES Probate, Letters, Etc. Short Certificates( ) TOTAL Flied CALLED EXEC lg5~2004 -xTrORNEY (Sup Ct I D No) XbD~ss PHONE - REGISTER OF WILLS OF ~C~UNTY (each) a subscribing witness to the will pres¢fll~d ~j~lth, (each) being duly quahfied according to law, deposes) and say(s) that ~/ present and sa~ the testat, s:gn the same and that .~ s~gned as a w~tness at the request of testa~ m h pres~nc~ and 0n t~presence of each other) (m the presence of the me tMs J day of ~ (Name) // ~9 REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS o~i- Oq.-iO ,_.. (each) a subscriber hereto, (each) duly qualified according to law, depo~,~ and say(s) that ~.d E CAI~-~- famlhar with the signature of testat {)..w_~. of (one of the subscribing witnesses to) the presented herew:th and codicil that tx) ~ beheves the s~gnature on theQ~lS in the handwrmng of to the best of ~ knowledge and behef. Sworn to or affirmed ~nd~s. ubscrlbed before me this ~7 ~- ~/ ' day of 0s*0s REv 9~86 ThAs As to certify that the Anformauon here given As correctly copied from an orlgAnal cemficate of death duly filed w~th me as Local RegAstrar The original certAficate wdl be fonvarded to the State VAtal Records O~ce for permanent fihng WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for tMs ceruficate, $2 00 P 9899002 No Local RegAstrar ~ DEC 2 7 2003 E)ar~ Cu~rland Laborer 123 S East St , Ca~lzsle, PA 17013 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Le Roy Shearer Ora Shenk Sam~ E Hockley 442 N. West St , CaellsXe, PA 17013 ~c 29, 2003 LAST WILL AND TESTAMENT OF GERALDINE MAE HOCKLEY I, GERALDINE MAE HOCKLEY, of 123 South East Street in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound % and disposing mind, memory and ~nderstanding, do hereby make, pubhsh and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at anytime heretofore made. 1. I direct my hereinafter named Executor to pay .all of my 3ust debts and funeral expenses as soon after my death as may be found conven- ient to do so. 2. All the r~es~, ,residue and'remainder of my estate, real, personal , '~,~ n?~d , ~;~.~ .~ ..,~/ ~ ana, m~txe , hnd wheresoever,.the~same may be situate, I g~ve, dewse and bequeath to my husband, Albert S. Hockley, his heirs and assigns, to the (~f*~nyj~dh~ildren, born and unborn, provided surviye, me by..~a p,eriod of ninety (90) days. my said husband shall '~ 3. Should my said husband, .Albert S. Hockley, predecease me or fail to survive me by the aforesai~l period of ninety (90) days, then tn such event ail the rest, residue and remainder of my estate, ,real, personal and mixed, and wheresoever the~,skme may be situate, I give, dewse and bec in equal shares to my children, thetr heirs and assigns, the share any deceased child would have received to pass to h~s or her issue per stirpes and if there be no issue such share ~hhll lapse and be added to the remalnmg shares. At the present time I am the mother of one (1) child, Sammy E. Hockley. Page 1 of 3 pages we TI/L';iMATgidT ~MA ,_LIIW TZA~I YiEt~K)OH ['[AIM l~rtoa~oq ,Iss~ ,q~zo ym]o ~bn~sme-x ban oubmo~ ,~2e~ cd, IfA qdfoi ,erlgsaa~ bas a'~od a~d ,~r~ooH .8 ~qdfA ,bn~d~ud Mm oJ l[sd~ bnod~ud b/me ,(:,~ bobivo.~q ,r~odno b~s n~od ,no'zb[rrfo ym ~o no~Jlox~ ,aynb (0~) ~nm to bol~oq n ~d om ovlv~rJ2 ~o ,)m ~a~so~bo~q ,,~of~ooH .a ~qdfA ,bn~daudb~aa Em [)hmd~ .g ~oua n, nard ,~-?~b (OP) xdsnm ~o boi~eq b~nao',o~a od~ Kd 9m ov~v~ua oJ Ira2 8oq'tlf~ ~pq ~u~al 'rP;~ ~0 ?Il[ oJ F~q OJ bpv[~op'l 9vc~ b[How bfld9 4. Should any person less than 21 years of age be entitled to distribution from my estate, tn such event I nomtnate, constitute and appotnt Dauphin Deposit Bank and Trust· Company, and its successors, 2 West High Street, Carlisle, Pennsylvanta, as Guardian of theEstate of each such person and authorize and direct it to receive and invest the same, and to pay the ,income arising therefrom together with so much of the p~rincipal thereof as in its opinion ts necessary?r desirable to be expended for the proper maintenance, support and education of such person, to or for the benefit of such person, and upon such person attaining.21 year~ of age to pay to him or her the then remaining princtpal together wtth any undistributed income. 5. I hereby nominate, constitute and appoint my ,said husband, Albert S. Hockley, as Executor of thts my Last Will and Testament, but : should he predecease me or fail to quahfy, then in such event I nomtnate, const'itute', and appoint=my sJtd son, Sammy E. Hockley, as Executor, and I further direct that neither of them shall be.re~quired to:post any bond to · secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other jurtsS~ctton. 'IN WITNESS WHEREO?, I have hereunto set my hand'~and seal to this my Last Will and Testament wrttten on three pages this 15th day of February , 1978. Page 2 of 3 pages ,noa'rgq floua io nodaoubs bns ~oqqr~a ,oonano~al~m ~9qo~q od~ ~o1 bobnoqxs .8?9I , y~su~dg~ Signed, sealed, published and declared by GERALDINE MAE HOCKLEY, the Testatrix above named, as and for her, Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ,/ Pag~ 3 of 3 pages CERTIFICATION OF NOTICE UNDER RULES.6(a) Name of Decedent Date of death Will No Geraldine Mae Hockley 12-25 -2003 N/A Admin No 21-04-10 TO THE REGISTER' I certify that not~ce of beneficial ~nterest required by Rule 5 6(a) of the Orphan's Court Rules was not sent as the Executor of the estate ~s the only beneficial heir of the decedent Notme has now been g~ven to all persons entitled thereto under Rule 5 6 (a) Date Respectfully submitted ROM1NGER, BAYLEY & WHARE, Mark F Bayley, Esqmre 155 South Hanover Street Carhsle. PA 17013 (717) 241-6070 Supreme Court ID # 87663 Capacity as Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES HARRISBURG PA 17128 0BOt RECEIVED FROM HOCKLEY SAMMY E 442 N WEST ST CARLISLE, PA 17013 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003719 ~ ,';. (, ,- ON SSN 182-22-7310 ~ 2104-0010  HOCKLEY GERALDINE MAE , ~T 03/25/2004 ~E 00/00/0000 ~T'r' CUMBERLAND LDATE OF DEATH 12/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,797 38 ',REMARKS CHECK# 101 f- TOTAL AMOUNT PAID: INITIALS: JA t~ 1,797 38 SEAL RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV-1S00 INHERITANCE TAX RETURN RESIDENT DECEDENT I OFFICIAL USE ONLY FILE NUMBER 21 04 00010 xo8 z DECEDENTS NAME (LAST FIRST AND MIDDLE IRrDAL) Hockley, Geraldme M~ DALI5 OF DEA31~ (MM-DD~YEAR) DAlE ~ SlR~l (MM-DD*YEAR) 12/25/2003 05/15/I 926 SOCIAL SECURITY NUMBER 182-22-7310 REGISTER OF WILLS [] 10ng~nalRetum [] 2 SupplementaIReturn [] 4 Limited Estate [] 4a FutumlntemstCornprcm;se(dateofdeat~ [] 6 Decedent Did Testate (Attac~ c~oy [] 7 Decedent Mamtalned a Dwng Trust (Attach of Wdl) copy of Trust) [] 9 Ld~gatlon Proceeds Receraed [] 10 Spousal Poverty Credit (date of death between THIS SECTION MUST BE COMPU= ~ ~ ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECl~D TO [] 11 ElecbontotaxunderSec g113(A)(AUac~SchO) 4AME Mark F Bayley Rommger & Bayley Law Offices 717/241-6070 3OMPLEIE MAILING ADDRESS 155 S Hanover St Carhsle, PA 17013 1 Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporatmn, Partnarsh~p or Sole-Propnetarsh~p (3) 4 Mortgages & Notes Receivable (Schedule D) (4) 5 Cash. Bank Deposits & Mrscellaneous Personal Property (5) (Schedule E) 6 Jolntty Owned Property (Schedule F) (6) [] Separate 8111mg Requested 7 Inter-V~vos Transfers & M~scellaneous Non-Probate Property (7) (Schedule G or L) 8 Total Gross Assets (total Dnes 1 J) 9 Funeral Expenses & Admm~strahve Costs (Schedule H) (9) 10 Debts of Decedent, Mortgage Llabd,bes. & Ltans (Schedule I) (10) 11 Total Deductions (total Dnes 9 & 10) 51,270 00 None None None 8,522 28 None~ None 9,138 28 8,609 99 OFFICIAL USE ONLY ~ ~ J; o (8) 59,792 28 (11) 17,748 27 12 Net Value of Estate (Line 8 minus Line 11) (12) 42,044.01 13 Chantable and Governmental Bequests/Sec 9113 Trusts for whmh an elechon to tax has not been mede (Schedule J) 14 Net Value Subject to Tax (Lie 12 remus Lie 13) (13) (14) 42,044 OI SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of bne 14 taxable at the spousal tax r~1 or transfers under Sec 9116(a)(I 2) 16 Amount of Lie 14 taxable at hnesl rate 42,044 O1 17 Amount of Line 14 taxable at sibling rate 18 Amount of Line 14 taxable at collateral rate x .00 (15) x .045 (16) 1,891 98 x 12 (17) x .15 (18) 19 Tax Due (19) ],891 98 Copyright 2000 form software only The Lackner Group, Inc Form REV-1500 EX (Rev 6-00) Decedent's Complete Address: STREET ADDRESS 123 S East St CITY Carhsle ISTATE PAI 17013 Tax Payments and Credits: I Tax Due (Page I Line 19) 2 Credcs/Paymects A Spousal PO~-.~y Credit BPnor Payments C D~sceunt 3 4 5 Interest/Penalty ff apphcable D Interest E Penalty 94 60 (1) Total Cred~ (A + S + C) (2) (3) if Line 2 ~s greater than Line 1 + Dne 3, enter the ddference Th~s ~s the OVERPAYMENT (4) Check box on Page I Line 20 to request a refund If Dne 1 + Line 3 ~s greater than Dne 2, enter the deference Th~s ~s the TAX DUE (5) A Entar the ~nterest on the tax due (5A) B Enter the total of Line 5 + 5A Th~s ~s the BALANCE DUE (5B) MakeCheckPayableto REGISTEROFWlLLS, AGENT Total Intareat/Peaalty (O + E) 1,891 98 94 60 0.00 1,797 38 1,797.38 I a ratan the use or income of the property transferred, b rata~n the nght to designate who shall use the property transferred or ~ts income, c retain a reversmnary interest, or d receive the promise for life of esther payments, benefits or care9 2 If death occurred after December 12, 1982, d,:l decedent transfer property w~th~n one year of death w~thout recennng adequate cons~leratmn? 3 Did decedent own an "in trust for' or payable upon death bank account or security at his or her death';' 4 Did decedent own an Indmdual Retirement Account, annuity, or other non-probate property which contains a benefic~a~ dealgnabea? pLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Drd decedent make a transfer and Yes No IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN Sammy oddey 442 N. West St ~ '~-- (~ ~ ~~~~ C.hsle, PA 17013 S~RE ~ P~ ~ F~G RE~ ~DRESS OA~ SIGNAllJRE OF PREPARER O~4ER ~ REPRESENTATIVE ADDRESS DA~ Mark F 8ayley ~ '55 S H~over St Carhsic, PA 17013 -- For d~ ~ d~h on ~ after Ju~ 1, 19~ and b~om Janua~ 1,1995, ~e ~ rate imp~ ~ ~e n~ ~lee ~ ~ans~m to or for ~e use ~ the suing sp~se is 3% ~2 P S {9116 (a) (1 1) 0)] For d~ ~ de~h on or ~er Janua~ 1, 1995, ~e t~ rate .mp~ on the n~ ~lue of transfem to or for the use ~ ~e su~ng spouse is 0% [72 P S {9116 (a) (1 1) 00] The s~ d~ n~ e~ot a ~ns~r to a suing sp~se f~ ~ and ~e s~ ~u~mm~ fm d]s~um ~ ~s~ and filfng a ~ ~m am stdl apph~b~ ~n d ~e su~ sp~se m the only ben~ma~ For d~ ~ de~ on ~ ~er Ju~ 1, 2000 The t~ rate imp~ on ~e net ~lue of transfers from a de~as~ chdd ~enty-one ~ars of age or younger ~ dea~ to or for ~e use ~ a natural p~nt, an adop~ pa~t, or a s~pperent ~ ~e child is 0% ~2 P S ~9116 (a) (1 2)] T~ ~ rote ~mp~ ~ ~e n~ ~lue ~ ~nsfem to or f~ ~e use of ~e d~ent's lineal ben~cian~ ~s 4 5%, ex.pt as n~ ~n 72 P S ~9116 1 2) ~2 P S {9116 (a) (1)] The ~ r~ tmp~ ~ ~e n~ ~ue ~ ~ns~ ~ ~ ~ ~e use ~ ~e d~enfs s~bhngs ~s 12% ~2 P S ~9116 (a) (1 3)] A s~bl~ng ~s d~n~, under S~hon 9102, ~ an ind~dual who has ~ least one parent ~n comm~ w~ ~e d~ent, wh~er by bl~ or ~opbon SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Hockley, Geraldine Mae 21 - 04 - 00010 A rea proper~t owned solely or as a tenant in common must be reported at fair market value. Fair market value ts defined as the pnce at which prope~f/would be exchanged between a willing buyer and a wfll~.n,.q setler, ne~er being compelled to buy or se~l, both ha~ng reasonable knowledge of the relevant facts Real property which Is jolnoy-owned with right of survivorship must be disclosed on schedule F. VALUE AT DATE ITEM i DESCRIPTION NUMBER ' OF DEATH 1 123 S East St, Carhsle, PA, 17013 51,270 00 TOTAL (Also enter on Line 1, Recapitulation) 51~270.00 SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Hockley, Geraldine Mae 21 - 04 - 00010 Include the proceeds of I[~cjabon and the date the.oroceeds were receNed by the estate All property jolntJy-owned w~th the right of survlvomhlp must be disclosed on schedule ~- ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH I M&T Bank Account 8,522 28 TOTAL (Also enter'on Line 5, Recapltulatmn) 8,522.28 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hockley, Gcra]&ne Mae 21 - 04 - 00010 Debts of decedent must be reported on Schedule I ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES' Hoffman-Roth Funeral Home, lnc ADMINISTRATIVE COSTS: Personal Representethm's Comm~ssmns Sooal Secunty Number(s) / EIN Number of Personal Repmsentabve(s) Street Address City State __ Zip Year(s) Commission pa~d Attorney's Fees Rom]ngcr, Bayley & Whare Law Ofl~ce Family Exemption (If decedent's address ~s not the same as clmmanrs, attach explanatmn) Clatmant Street Address CW State __ Relabonsh~p of Clmmant to Decedent Probate Fees Cumberland County Register of Wdls Cumberland County Register of Wdls Z~p Accountant's F~es Tax Return Pmpare~s Fees Other Admm~stmbve Costs Sentinel (advertising) Cumberland County Law Journal (advertts]ng) TOTAL (Also enter on line 9, Recapitulation) 6,646 50 2,125 31 137 00 25 00 129 47 75 O0 9,138.28 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Hocklcy, Geraldine Mac 21 - 04 - 00010 Include unrelmbumed medical expenses ITEM OESCRIPTION AMOUNT NUMBER I 2 3 4 5 6 Cumberland County Redevelopmem Authority Lien on 123 S East St. Real Estate Real Estate Tax (2004) Personal Tax (2004) PPL (Electric) Borough of Carhsle (Sewage) Chase Mastercard (Credit card balance) 7,161 O0 273 93 9 90 190 O0 30 16 945 O0 TOTAL (Also enter on Line 10, Recapitulation) 8,609.99 LAST WILL AND TESTAMENT OF GERALDINE MAE HOCKLE¥ I, GERALDINE MAE HOCKLEY, of 123 South East Street in the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all wills by me at anytime heretofore made. 1. I direct my hereinafter named Executor to pay all of my .just debts and funeral expenses as soon after my death as may be found conven- tent to do so. 2. All the rest, residue and'remainder of my estate, real, personal mixed, and wheresoever the same may be situate, I give, devise and bequeath to my husband, Albert S. Hockley, his heirs and assigns, to the exclusion of my children, born and unborn, provided my said husband shall survive me by a period of ninety (90) days. 3. Should my said husband, Albert S. Hockley, predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequea in equal shares to my children, their heirs and asmgns, the share any deceased child would have received to paSS~ to his or her issue per and if there be no issue such share ~h~ll l~pse and be added to th;; ce'~ shareS. At the present time I am the mother of one (1) child, San~nu¥ Hockley- Page 1 of 3 pages 4. Should any person less than 21 years of age be entitled to distribution from my estate, in such event I nominate, constitute and appoint Dauphin Deposit Bank and Trust Company, and its successors, 2 West High Street, Carlisle, Pennsylvania, as Guardian of theEstate of each such person and authorize and direct it to receive and invest the same, and to pay the income arising therefrom together with so much of the principal thereof as in its opinion is necessary or desirable to be expended for'the proper maintenance, support and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 5. I hereby nominate, constitute and appoint my said husband, Albert S. Hockley, as t~xecutor of this my Last Will and Testament, but should he predecease me or fail to qualify, then ~n such event I nominate, constitute and appoint my said son, Sammy B. Hockley, as ]Executor, and I further direct that neither of them shall be reqmred to post any bond to secure the faithful performance of his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on three pages this 15th day of February , 1978. ~er~fdine Mae Hockley f Page 2 of 3 pages Signed, sealed, published and declared by GERALDINE MAE HOCKLEY, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as witnesses. Page 3 of 3 pages BUREAU OF ZNDZVZDUAL TAXES TNHERZTANCE TAX DZVTSZON DEPT. Z80601 HARRISBURG) PA 17128-0601 COHHONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX HARK F BAYLEY RONINGER ETAL 155 S HANOVER ST CARLISLE ;; DATE 05-Zq-ZOOq ~- ESTATE OF HOCKLEY DATE OF DEATH 1Z-Z5-Z00$ FZLE NUMBER Z! 0q-0010 '04 ~'i~¥ 24 ;~ :~4 COUNTY CUHBERLAND ACN 10! Amoun'lc GERALDINE H HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WTLLS CUH]~ERLAND CO COURT HOUSE CARLZSLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRA~SEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF HOCKLEY GERALDINE HFZLE NO. 21 0~-0010 ACN 101 DATE 05-2~-ZOOq TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGZNAL RETURN 1. Real Es~a~a {Schedule A) 2. S~ocks and Bonds (Schedule B) 3. Closely Held S~ock/Par~nership Zn~eras~ (Schedule C) ($) ~. Mor~gagas/No~as Receivable (Schedule D) (~) 5. Cash/Bank Deposits/Hist. Personal Property (Schedule E) ($) 6. Jointly O~nad Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expanses/Ada. Cos~s/Hisc. Expanses (Schedule H) (9) 10. Dab,s/Mortgage Liabilities/Liens (Schedule 1} (10) 11. To,al Deductions 12. Na~ Value of Tax Ra~urn 51;270.00 00 00 00 8z522 28 00 00 (8) 9,158.28 NOTE: To insure proper credi~ ~o your account, subai~ ~he upper portion of ~his fora wi~h your ~ax payment. 15. 1~. NOTE: 59,792.28 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTIONAL INTEREST. (~5) .00 x O0 = .00 (1~). ~Z,Oqq.01 x Oq5= 1,891.98 (17) .00 x 1Z = .00 (18) .00 x 15 = .00 (19)= 1,891.98 ASSESSHENT OF TAX: 15. Aaoun~ of Line lq a~ Spousal ra~e 16. Aaoun~ of Line lq ~axabla a~ Lineal/Class A ra~a 17. Aaoun~ of Line lfi at Sibling ra~a 18. Aaoun~ of Line lq ~axable a~ Collateral/Class B rata 19. Principal Tax Due TAX CREDZTS: PAYMENT RECEZP1 DZ$COUNT (15) . O0 (1~) q2, Oqq. 01 16, 17, 18 and 19 Nill DATE O$-Z5-ZOOq NUHBER CD005719 ZNTEREST/PEN PA/D (-) AMOUNT PAZD I 9q.60 1,797.38 TOTAL TAX CREDZT 1,891.98 BALANCE OF TAX DUEI .00 ~NTEREST AND PEN. I .00 TOTAL DUE I . O0 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CA), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) Charitable/governmental Bequests; Non-alac~ad 9115 Trusts (Schedule J) Ne~: Value of Es~a~e Sub~ec~ ~:o Tax Zf an assessment ~as lssued previously, 11nas lq, 15 and/or reflect figures that lnclude the total of ALL returns assessed to date. 8~609.99 (xz) 17.7~8.Z7 (1~) q2,0qq. O1 RESERVATION: Estates of decedents dying on or before December 1Z, 19BZ -- if any future interest in ~he estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for years, the Common#eelth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawfuI Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fuIfil! the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to= RBGISTER OF NILES, AGENT REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of Wills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: i-&OO-36Z-ZOSO; services for taxpayers eith special hearing and / or speaking needs= 1-BOO-447-50ZO (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA lT1ZB-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburgj PA 171Ia-060! Rhone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISOI) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid Nithin three (5) calendar months after the dacadent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The lSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January ID, 1996~ the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (g) months and one (l) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 1982 bear interest at the rate of six (BI) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 19az will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Da[Iv Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor, ~ 9Z .O00Z~7 ~ ZOZ " ~ 1988-1991 11Z ~000501 1955 16X .000458 199Z 9Z .000247 2OOZ 6Z .000164 1984 IIX .000501 1995-1994 7Z .O0019Z 2005 5X .000137 1985 1SI .000556 1995-1998 92 .000247 2004 4X .000110 1986 ZOZ .000274 1999 72 .00019Z 1987 IOZ .O0027~ ZOO0 7Z .000192 --Interest is calculated as follows: I'NTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on tho Notice, additional interest must be calculated. Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 HOCKLEY SAMMY E 442 N WEST ST CARLISLE, PA 17013 RE: Estate of HOCKLEY GERALDINE MAE File Number: 2004-00010 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 12/25/2005 Your prompt attention to this matter will be appreciated. Thank You. ~l~~ GLENDA F~~ER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge LAW OFFICES OF DANIEL J. CLEMENT 25 SOUTH FOURTH STREET P.O. BOX 93 LEWISBURG, PENNSYLVANIA 17837 (570) 524-2277 FAX: (570) 523-6247 December 8, 2005 Ms. Glenda Farner Strasbaugh Cumberland County - Register of Wills One Courthouse Square Carlisle, PA 17013 In re: Estate of MOORE BARRY L. File Number: 2004-00013 Dear Ms. Strasbaugh: On behalf of the personal representation in the above estate, we are submitting herewith the Rule 6.12 Status Report as required by the Orphan Court Rules. Should you have any questions, do not hesitate to call. Very truly yours, D DJC/cwl Enclosure _-1' V) I: . '.' :,) ;,~.... _.' : Jr. r:-- c. L.._. ,....<.. . " ;:',,, . LLI ~~.~? i.:-= c;, c) '. LL_' C-- c:. C)( c..) 1 Lt._.) I.,~'- c:: Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: C~0.l-d;.,u> ~e W-od(ey Date of Death: ~\ d --- r3 cS--- 0 ~ ~ Estate No.: ZJOD~ - 10 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: r-- ('oJ ...c;; 1.0 I L..) t~.n C::l c:::.:> ,~ I. State whether adn~ration of the estate is complete: Yes 0 No Yd 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: G, \AA 0 S 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 Date: c. Copies of receipts, releases, joinders and approval of fonnal or informal accounts may be filed with thefiAAlerk of the 0 hans' Court and may be attached to this report. l1--G-()S- t Signature Jf)J u-rlA gc,,'( l, Y I G S f] Name ( 15"5' S. IJciAoJe'f SICa,J/Jr~, PA I/O 13 Address Z<-( 1 6010 Telephone No. Capacity: 0 Personal Representative .J:at;ounsel for personal representative ~L Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240 - 6345 Date: 12/13/2006 HOCKLEY SAMMY E 442 N WEST ST CARLISLE, PA 17013 RE: Estate of HOCKLEY GERALDINE MAE File Number: 2004-00010 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 12/25/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~v~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel cj C i::~ i'-"; ;~~' ~-~~ -~"\ ,^, :--_, ,.... _ ...~, Pa. O.C. Rule 6.12 STATUS'REP()Rti~:~ REGISTER OF WILLS OF ~u tvthe. r !CcI1r:J ~~~~~, PENNSYLVANIA inoo nr::-(' 19 p~"? 0" ~ -~..... n ,_= I,) Name ofDecedent: (j aaJ.ci hu. ILL~G dPc k-!~~~T'\( ,c~, 'or Date of Death: /;}/:l5/D3 File Num~~r"'c::Ihii)<'~1\,D Pursuant to Pa. D.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Yes ~o 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: hhrunr!j /5 , {.:)co7 I 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. 0 Yes 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... 0 Yes 0 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 7- Date:J)~(.f.JUkxr Iq/ ;)(X)(P Signature of Person Filing this Form Capacity: 0 Personal Representative ~ounsel Karl L I16fUiF1$,{J Cst u i r ~ Name of Person Filing this Form I //55 Sn( !;'HCUJrnrl r I ~k .ljLf A;!1ress . lj{{r{f~ I PH nDf~ (17) !JL/I- u070 Telephone FormRW-10 rev.10.I3.06 ~ , -.r- ]I IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: Estate of Geraldine Mae Hockley, : No. 2004-00010 o ,- :~~o . ;~:;::-n ......- -'1'.~ Cl) 5~ l"...;l <=::) c.:;:;. --.I ." I"T1 co I en r-:l 'b~~ '\ :-- .' - jj -cJ -; Now comes Petitioner, Sammy E. Hockley, acting as executor for dece~nt Geralc@e Petition to Satisfy MnrtPIr.S of Decedent's Estate " ::it' W Mae Hockley, through his counsel Karl E. Rominger, requesting that decedent's mortgages be satisfied pursuant to 21 P.S. ~. 688 as follows: 1. Decedent, Geraldine Mae Hockley, has been deceased since December 25,2003. 2. To date, undersigned counsel and executor have been attempting unsuccessfully, to complete the administration of the estate. 3. Decedent had several outstanding mortgages, which are believed to have been paid and that need to be satisfied before administration can be completed. 4. Counsel has attempted to contact the lenders but has not been able to locate them at the addresses on record with the Department of State. 5. The title agent, who oversaw the sale of Decedent's real estate, James Hughes, has also refused to satisfy the mortgages to date, or release the funds from the sale of Decedent's residence, attached please find a letter from Attorney Hughes. (Exhibit "A") 6. The mortgaged premise here in is 123 South East Street, Carlisle, Borough, Cumberland County, Pennsylvania. 7. Notice of Beneficial Interest was not mailed out due the fact that the Executor of the estate is the only beneficial heir of the decedent, (Exhibit "B") and the Petition for Probate and Grant of Letters was filed on December 30, 2003. (Exhibit "C"). (-.-) :::':J , , .'-""-, " J ~.T, (.,i'~) .-' .. 8. Notice to Record Mortgage Satisfaction.Piece was mailed to A VCO Financial Services on March 11, 2005, (Exhibit "D") and the return envelope is attached as (Exhibit "E"). ~ 9. Notice of Record Mortgage Satisfaction Piece was mailed to Beacon Consumer Discount Company on March 11, 2005, (Exhibit "F") and the return envelope is attached as Exhibit "G"). 10. Notice of Record Mortgage Satisfaction Piece was mailed to Beacon Consumer Discount Company on March 11, 2005, (Exhibit "H") and the return envelope is attached as Exhibit "I"). 11. The holders of mortgages on the premises are as follows: (a.) A VCO Financial Services Consumer Discount Company c/o C T Corporation System Oliver Building, Ellen Square Pittsburgh, Pennsylvania 15222 Name of Mortgagor: Albert S. and Caroline M. Hockley Date of Mortgage: December 7,1979 Original Mortgage debt: $1,728.00 Mortgage recorded on December 12,1979 in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Mortgage book 673, page 943; and (b.) Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 Name of Mortgager: Albert S. and Caroline M. Hockley Date of Mortgage: February 12,1974 Original Mortgage debt: $2,544.00 Mortgage recorded on March 27,1974 in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Mortgage book 575, page 1047; and (c.) Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 Name of Mortgager: Albert S. and Caroline M. Hockley Date of Mortgage: August 4, 1977 Original Mortgage debt: $2, 628.00 Mortgage recorded on August 10, 1977 in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Mortgage book 627, page 364. "-- 12. Petitioner has made efforts to locate the abovementioned mortgage holders at their last known addresses and has been unable to do so to date. 13. Un~ersigned counsel published notice of decedents' death in the Cumberland County Law Journal on March 5th, 12th, and 19th of2004 and the Sentinel on February 27, 2004, March 5th and 19th of 2004. 14. No creditor, including the foregoing mortgages has made a claim. WHEREFORE, Petitioner reql!-ests this Honorable Court, Pursuant to 21 P.S. ~ 688, and upon consideration of Petitioner' request, grant satisfaction on all the above-referenced mortgages and all obligations there under be discharged. Respectfully submitted ROMINGER & WHARE, Date: Frl ~ 2~~" ,. ? Karl E. Rominger, Esquire 155 South Hanover Street Carlisle, PA 17013 (717) 241-6070 Supreme Court ill # 81924 Attorney for Petitioner ~_.. VERIFICATION I verify that the statements made in this complaint are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. Cons. Stat. ~ 4904 relating to unsworn falsification to authorities. ~~L 'lLff Sammy E. ey "'-- IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: Estate of Geraldine Mae Hockley, : No. 2004-00010 CERTIFICATE OF SERVICE I, Karl E. Rominger, Esquire, attorney for Petitioner do hereby certify that I this day mailed a copy of the within Petition to Satisfy Mortgages of Decedent's Estate upon the following by depositing same in the United States mail, postage prepaid, at Carlisle, Pennsylvania, addressed as follows: James Hughes, Esquire 354 Alexander Spring Road Suite 1 Carlisle, P A 17015 Dated: r; t ~ 2 '";) :7 ~ Karl E. Rominger, Esquire 155 South Hanover Street Carlisle, PA 17013 (717) 241-6070 Supreme Court LD. # 81924 Attorney for Petitioner 'SALZMANN. HUGHES & FISHMAN. P.e. G. BRYAN SALZMANN, EsQ. ]AMES D. HUGHES, EsQ. STEVEN ]. FISHMAN, EsQ. ANN F. DEPAVLIS, EsQ. NORMA]. BARTKO. EsQ.' WlLLIAMW. THOMPSON, EsQ.' MELISSA K DIVELY. EsQ. REBECCA R. HUGHES, EsQ. SUSANN B. MORRISON, EsQ. 'Also Admitted to Maryland Bar Paralegals PAMELA R. BOLLINGER BARBARA J. MOSIOR LAURIE J. PORTER TRIClA 1. BAILEY KAM S. CORNMAN ]ACQUELINE 1. DRAWBAUGH REPLY TO, 95 ALEXANDER SPRING ROAD. SUITE 3' CARHSLE, PA 1; 013 (717) 249-6333 FAX (717) 249-7334 "'7':,-'~..-.--:-,\ l~..;l>>i >..,. lJ..~., Bit ~~. & ::..c.::',; } f::.>).:c~\ j~1 455 PHOENIX DRIVE' SUITE A . CHAMBERSBURG. PA 17201 (717) 263.2121 FAX (717) 26:uJ663 105 NORTH FRONT STREET' SUITE 401' HARRISBURG. PA 17101 (717) 232-9420 FAX (717) 232.1970 July 21,2004 Mark Bayley, Esquire ROMINGER & BAYLEY 155 South Hanover Street Carlisle, P A 17013 RE: MORTGAGE SA TISF ACTION EST ATE OF GERALDINE HOCKLEY TO DASHER Dear Mark: Recently your secretary called our office to inquire as to whether there was any other procedure in which old mortgages which were still of record in the above referenced transaction could be satisfied given that the mortgage companies appeared to no longer be in existence. Several years ago the Pennsylvania Legislature enacted the Mortgage Satisfaction Act which allows settlement officer satisfactions provided that you complied with all of the terms and conditions of the Act. Not all of the counties in Pennsylvania have embraced this procedure, however, we have been successful in Cumberland County. As such, I would refer you to Mortgage Satisfaction Act located at 21 P.S. S 721-1 et seq. which goes through this procedure. After you have been able to satisfy these mortgages, we will gladly release the money being held in escrow. call. In the event you have any questions with regard to this matter, please do not hesitate to give me a Very truly yours, JDH/jld / / Exhibit "A" .. . CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Geraldine Mae Hockley Date of death: 12-25-2003 Will No. N/ A Admin. No. 21-04-10 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was not sent as the Executor of the estate is the only beneficial heir of the decedent. Notice has now been given to all persons entitled thereto under Rule 5.6 (a). Respectfully submitted ROMINGER, BAYLEY & WHARE, '''-" ":;- /- 1_ \"'-. Date: ,---~7 '7 '- / ~\. ( 1_/ --(~_. "'-'--/-'-i (-- ~- \ \_.)! I 1 , '\../ --) Mark F. Bayley, Esquire 155 South Hanover Street Carlisle, P A 17013 (717) 241-6070 Supreme Court ID # 87663 Capacity as Counsel for Personal Representative Exhibit "B" ...~ .' PETITION FOR PROBATE and GRANT OF LETTERS No. ;ll-04--\O To: Register of Wills for the Deceased. County of C\.l~!:'''' I 'AN D in the Social Security No. I~J. - ~J.- 73 10 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execu~M't !:.tJc;.F-t..l';: HCC.J:.\:tipfed in the last will of the above decedent, dated ;;2. -I 5 - 7 R , 19_ and codicil(s) dated C ~4\l'i'2"AI\JD) ~U>,;'i.fJ...T ~. /.-\c;4-li::y - DE.c...E.A~iil"i / - lC;c;S Estate of' QEn...,+LD1:NE ,,^,Af Hoc.k.li::.f also known as (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CVM{;I~a.LllIlv\, County, Pennsylvania, with h ~ ~ last family or principal residence at I ~ 3 <;:. ;:;:~c:;. 'f ST. C At1. \.1:.SLE ,PA ' lQt"IU\U5-H of CJ\a..L-:r.sl (r (list street, number and muncipality) Decendent, the~ '1 ry years of age, diedDEc.. . ~=z t;"j , w.dl.D:.J S, at rt(\l'i Sf'iJ2.i: T Ba~f'l:. T'l'>tL . 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 property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in PeI1I!sylv~a .. ~ situated as follows: I Z5 j ~ {As-r sr (i.4lt..l/J Ie. ~ .... I $ $ $ $ i7Cl3 ".260 y;~ tWe , WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters -- . ~..~~dministration c.t.a.; administration d.b.n.c.t.a.) theron. ~.~ 1_ 2 c:.~ ~ i ~t:t. ~E. l-bc...i:..lE:. Y -g.g L14~ N'l)oJE~T So,. ....u C.AA.L']:.~E l~. 170i3 ~Q. ';:;'.... BO ... = IlO 00 OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } sa COUNTY OF ~-\~~D-<,",L . The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well' and truly administer the estate according to law. Sworn to or affi ~ and SUbscribed~ ~~ 61lh~~. ~ befofe. me this . 0 day of' ~ '.. . CC" W :SArl'l1Yl( i=. \.lOC.K-l.Et ~ p ) .~~ ~ R~k ~ \"\-\ ~ - \L} Exhibit "e" ..~t ~~g9rke LAW OFFICES law@romingerla,w.com www.romingerlaw.com 155 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 KARL E. ROMINGER, ESQ. MARK F. BAYLEY, ESQ. MICHAEL J. WHARE, ESQ. JAMES I. NELSON, ESQ. TEL: 717.241.6070 FAX: 717.241.6878 March 11, 2005 A YCO Financial Services Consumer Discount Company c/o C T Corporation System Oliver Building, Ellen Square Pittsburgh, Pennsylvania 15222 RE: Notice To Record Mortgage Satisfaction Piece To Avoid Penalty Name of mortgagor: HOCKLEY, Albert S. and Caroline M. Name of mortgagee: A YCO Financial Services Consumer Discount Company Last assignee: N/ A Date of mortgage: December 7, 1979 and recorded December 12,1979 Amount of mortgage: $1,728.00 Recording information: Mortgage Book 673, Page 943 Property address: 123 South East Street, Carlisle, Pennsylvania Loan Number: N/ A To Whom It May Concern: Enclosed please fmd a copy of the recorded Mortgage for the above referenced matter. Please close and satisfy the mortgage of record in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania. The party issuing this notice believes that the mortgagee of the mortgage described above has received full satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction fee, and that, where applicable, the mortgagee has been instructed in writing, effective as of the date and time of receipt of the mortgage payoff figure, to close and decline any further advances on any open line of credit that was secured by the affected mortgage. The party issuing this notice hereby requests that the mortgagee issue and present for recording a satisfaction piece concerning the mortgage or provider a satisfactory reason why the mortgage should not be satisfied to the party issuing this notice. If you do not comply with this notice, you may be liable for penalties and costs in accordance with the act of December 9, 2002 (PL. 1530, No. 197), known as the Mortgage Satisfaction Act, or the party issuing this notice may be able to satisfy the mortgage without your consent. I S7' 11~ L/ V0 . Mark F. Bayley, Esq . MFB/tIp. Enclosure: Exhibit "0" ADVOCACY ADVICE ANSWERS "/ MORTGAGE MORTGAGOR 151: L..":iT NAME HCCKlEr FIRST ALBERT S .110RTGAGEE: A veo FINANCIAL SERVICES corrsUMEIl DISCOUNT COEPANY OelE 24 N Y~roVEa ST WEST ACCOUNT HUM81E1It I WIT~I':SSETII. Ih.. ~lorlM'MOrh). ~o," morlgaMc. Irani 'n~' convcy 10 Mortl,gcc, its 'uccc"o" or a"i~ns Ihc 101/0winR ~"'cribe~ Real [,.ale in .he l,.nunl~' of CIR.!BE~,RLA.TfD . Slate of Pc-nn!ylvani3, 10 wit: CARLJSLE , PENNSYLVANIA BelOinning at a point on the East Side of Sou':h Ea::t Street, at the corner of property former~ of Andrew Brown, n~1 of John Cornman, said latter property being known as nc. 121 S.East Stree'~; thence East...ardly alon~ Siad corman prope!'ty, and throueh the center of the partition lla11 betwee:l the house on t~e lot herein conveyed and th~ house erected on the said Corn~an Property and Continui to the ?roperty of the Valley R~ilways Company, a distance of 120 feet more or less; thence southW1,l.rd~ elone .~aid Valley RaUl'lays Company land a d:!.stance of' 15 f'eet more or less to a point on the land now or forrner~ of' the W. Linn McCullOUCh Est~te; thence westwardly along the land of the said McCullough Est. a distance of 120 f'eet to a point on said South East Street; thence ;iorthH~:dly along said South East Street, a dtstance of 15 f'eet more or less to the place of BEGDiNnfG, havinz thereon erected a 2;[ stOIj' f'rame dwelling house and other improvements knOl"n as 123 S. East Stree'::. = ,.., C'"> (")~;: ~''''l'-J :~~~,~;f '" .." ID =- = ..- ~.~ ~..'..... ......c...~' -.. c..o I.'....r wl'h all buil~I... an~.jmpr_n'. now or hereaftcr ercc'c~ thefeon 'he appunenaoce. I....reun.o belon,in, aod the renls, issue an~ profil. 'hereof. TO II^V~ ,IND TO HOLD lhe above-d...ribcd preml",s, wi'h tha appurtenance. and fi"ures. unto the said MOrlROI", its successors and mi,o,. forever. for Ihe ....r"""". and Ule. hcrein "" forlh, Irco Irom all riP." and bencfi.. undcr and by vi"ue of any Homeslead Exempllon Laws of lhe Sla.e of Pcnn.ylvania as now Or hen.-:aftcr ena.:h.-d. which !\:lid ri{!hfl and benefits thl: said MortPJor d~1 h~rcby c'l:prcslly release and waive, FOR Tiff. PtJRPOS~ Or- SEClIRINC: (1) Performance of caeh .grcemenl of MO"gasor contained herein; (2) Payment of Ihe prineip.1 sum wi.h inlerc.,. .s I"uvid,'~ in accordance with II"';' ',n.. an~ provisioo. of a Loan Agrecment/Plomissory NOle (he",inaftcr referred 10 a. "Loan Agrccmenl'" ~alc~ 12, 7 79 , hcrewilh e'ecu'cd by MOr!gagor,or anyone of Ihem, .n~ payable to Ihe or~er of Mu"""gce, in rh_ prln,;p.' '10m ..I s.!I28. 00 . ;'n~ having 'he ~ale of ils fin.1 paymeni due on l? /14/Al , nr as c"cn~c~. ~cfcrrc~ lOr rc"'hc~ule~ by ,cllew.1 '" re~n.nce: (3) "aY"'Cnl uf ;,ny a~~illor.al ,~vallees. wi'h' hucre'l Ih.roon. as lIl'y hcrc....cr bc lu,"ed by M"'lgag,'e I" Iln"M.~'" ill · lIlaxinlum of S 172 . 00 provi~ed, Ihi'I'rovi,inn ~nc. nOI con,lilUle a eommi,ment lu m.ke IUlurc .dv.ncc.; (4) 'n", l'aYII"'nl uf .ny muoey Ih;" may be '~van,..~ b)' Ihc M'''lgagcc 10 Morlg",or fur a'" rC"on or '0 'hir~ p"rlic" wilh in.crest Ihareon. whe,c Ihe ..nuunlS ar. "~..uee~ 10 pruleel Ihe ..curilY ur ill ""'ur~ancc wi.h Ihc cunVcnanl< nf .hi. MUrl!<,'go; (5) Any rcnew,I, rcfinancing nr eXlension of Sai~ Ln,n Agrcemcnr, "r om)' ,HhL'r ;l~14.~L'lIIenl lu NY whkh 1I100Y be sub"litul~d therl'f()f. ,\III,a!'lI1L'nhi madL' P)' Murl)t:l)tllr on IhC' ubli~3tiul1 ~curL'd hy this M(lrt~llttL" ~h31l he ilPl'lied in till: fl'lJo\Vin~ order: FIKST: Tu 'hc ~')'m,'nl of 'axe. an~ ''''"'''I11''nb tI'''1 Ill'y 100 levied und as,",',",d a~ain'. ..i~ promi,e.. in,uranc. premium" rcpai", an~ all olhcr durt:..." _11I..1 ..'_\I""n"".~ i1~fl'L'LI Iu hl: 1)~i,,1 by Ihe Mllrlt:ilJ:llr. SH'OSl): '1',,1 IIIL' II~YIIIL'nl uf intr:n:!1t Lh..: l'" s~i.l loan. TIJIN.D: 'I'll thL' Ila)'IU,,'nl uf prinl'ip:lI. TO PKOTnT Till, SI,:n"lITY IIl-:ltl'OF, ~IOlnC:'\l;OK(SI CUVEN,\NTS ANI) AGRHS: (I) to k..p Sai~ ~n:rnise, in,ured .~ain'l 10'5 by fir. and olhe, 'w""b. ".,u"IIy and ,'on.in.",oeie, n.' 10 II.., t'''h '.Iu,' nr all improvomenl' f,'r tile prolcelion of Mo"~agee in "'eh m.nner. in 'ueh ""'uunl,. and in ."d, "'"'ll';''';''' ;OS M"",;"e. Ill.y 1'".., Ii"". 10 II.... ;'p'''u.e. an" II",. h", pruCCL'~' (less expcn", of colloclion) ,h;llI. a. ~Iotlg;'gcc" Opllon. b. .pplic~ on ~"d ind<'l'le,'n.". whelhcr d"e ur no' ur '0 Ihe r<<I"'''"un ut' ,.i~ il11l'"we",en", In evcnl of lu" Motl~agur will givc immc~i>lc nolice by n,,1I '0 Ihe M''''ga~e.. who 111"\, 111;'ke I'rouf ot' 10" if no' 111;'~C 1'''''''pII)' by Morlgagnr. "n~ c.eh in,uranec company eoneenw,) i, hcreby all'horize~ anJ dirco..,1 10 l11"k,' I'.)'l11en. t'or ,u,'h lu" ,lirc".ly 10 Ih,. Morl~"~cc ""I,'"" of 10 .lhc "'urlg"gor. (2) To ,'ay all 'axc, "n~ 'I'<'e;,' >S:."'m,'nl, ot' .ny kind Ih., have Ih','n or '''')' lh' ,,"'ie,1 ur .,"'.,,:., lI~on ..id pron""",. anJ 10 deli','r lu Motlf,.gce, "pon re'lucst of 'hc MutlR.gee. .hc omeial ,,'C..;pl ,ho"'inr. I"IV'"en' of all 'u,'h '",e, an~ """'",cnl<, (3) In lI.e e"enl uf dcfallll by Mlltlg.gur .ndc, Paragr,ph. 1 or 2 ,bovc. MO"g.gec. al il< "ptiun, m.)' la, .'.." .... kc,'" '",'h in"",n,'c al,,"'e I'ro.i~ed rur in fur<<' .hrollghulIl rhe lit',: of Ihi, ~lotl~a::c a"~ p.y thc ,,'a,oo,bl. prcmium, an~ eh"'gc, 'hcrcfor; (b) 1"'" .11 ~",I la,,', :11,,1 ;I,''''''Ill''II'' wilhoul ''''Icnnining Ihc validily Ihercof. and Ie) r"y su,'h IiclI. an~ .11 'u,'h di",""e,ncnl' ,hall be ~ecmcd . P;"I uf 'he in~chr.Jne" ..,'10.,',1 lor' 'hi, ,llo"f,;'g,' ;",d ,1..11 I", imlllCdi>ld)' due .n,1 p.ya'.'" hy ~Iotl~a~or.o Morl~'gec. (4) NUllo cu"""il or .uffcr ,") W""e uf aoy u.e '" ,,,i~ I""".i",, conlm\, lu re,"i,'lio", of reeur~ '" ,'onlr"\, tu '"w. (5) It' a ,igncr of .hc Lo"n Ag,ecm,'n., Ihal he will pay, ''',,"lplly 'hc i,,~eblc~ne" 'ceu",~ herebr, an~ ,'c,t'on" ,," III her obli~"liUll< in 1'1111 eompli;IO,," wi'h Ih,. Icrm. ul ""i~ Lo,n AMr<cmcnl an~ .hi, Murt~"~e: (6) 1'1"llhc .il11e of p.ymcnl of Ihe i,,~,'hlednc" h",,'h)' """",',1. '" "f ;ony p""lun Ih<,e"r. may be "",'n~e" or rencwcd, "lid any porlions of 'he promi,., h".in ~e.cribcd may. wi.huu. nolice, bc rcleased r'om Ih,. li,,'n h,,'r""Ir. wilhour rd,,':uil1!l: or at'f,,'ctint-: 111\: (l\'uwlO1lliability (,f an)' person or rh~ priori I)' of this 'forl~"~c; I IT IS mrn'AlL Y AGltn:O TII,\T, (I) 1I1he ..i~ \lnr!ga~or <h.1I fail or nelleellO pay in'lallmcn" on Said Lo"n Agreom,'nl or upun default in performancc of .n)' "~""'monl hcrcun~cr. '" "l'''n ..'" or oll1<'r di'I"',ili..n "I' Ih< prcmiscs by \Iorl~"g.r, ur ,hould 'n~' ac.ioll or proeoeding "" filcd in any courl.o enforce an)' I;,'n "n, claim '~a;o'l or illter"" in Ih< p,cmi,e" .hcn all 'UII" uwing by 'he MUrlll'.gor '" any onc of 'hcm '0 'hc Mortg"~ee "n~c, 'his ~lorl~aRc or under Ihe L"an ,\g""mcIII ",c"r,',1 h,'reb)' ,hall immc~"'e')' bce"mo ~uc an~ p3~'ablc .I.hc op.ion of 1100 \lort~.~ee. In such even. Ihe .'I..rlgag,,,, d.all h>Yc Ihc ri~I" immcdi..ely I" I,"c,.".... .hi, m"'lg"ge bl' <<'mplainl rur Ih.1 purpose. .n~ ,"<h cl'mpt.inl m:or be pro"'eulc~ 10 jud~n...nl and ,',ceulion and ..Ie lor Ihe oolleelion 01 Ihe whole "1ll..UOI ..I' Ihe in~ebl,',ln." a..d inle.cst Ihcre"n, illcl"~ing re..un"hlc a"..",cy's ree., any amo"nl, .dvaneed punoan..u Ihi, mortraf,e. CO<l, of sui., and CO<l. of !L:il.... if ,"..rmilh.'d h)' lal\'. ,:, 1I'1,,'n,'vcr, by n". .,.,,,,, "r .hi, inSlr"men. ur uf ..i~ l.n.n AgrcemclIl, Murt~agee i, ,iven any opliun. '",'h up' ion may be e'erci".~ whcn Ihe ri,h' .:I\',,'rIIL'S ur ar :any hmr: th,,'r.:afrcr, and no ar:....C'PIOlllL.C' by Meltt!:a::r:..: (,r llayment of inLJr:btedness in cJL"fallll ~haIl constitute :I w:tivr:r of any lkf:l.ull then l,.'xi~lil1!C .md cOlllinllin~ l'r Ih"'fcaflL'r :lL'l'ruinJ;, ''''..05 '''lEV. "'78' bOOK (;i3 rAGE !J!13 '} "E" Exhibit. 1"" ~~~i~'~! I.. ;1 I:' ~:I 1.1.1 ':'~'I I.,. .!.:. (..1 ",\ - - - -' -' -' - - ......... = - -' -' -. -. = -' 9-"> ^'~~ Cc/)Q c/)OO r- )- mCOr ' ~ ~:t,~~ ZI>O z.......c c/)-<'Tf -<ZO'Tf <0"'0 )><'ITI z9d><n ....... c/) Z --jUl -'^'~ '1m'" Om::O -'-jUl w ~ ~ "'COQa)> ==:00(5 ~ ~ (")~ 0 C-'-iOJ" .., OJ ,.... ~ _. en c: ""'< ~ -.: 0 OJ 0:"8 5, :J:o iiJ m CIl C"> C!': en ooog ~ . z ~z en 0' CCI (I) '< CD z-l(l) en en >ClCi: ~ CDmn~::!! 3'" ,.... '-'-:-In "0" m:Czm;:;; -ImcClz ~ CI~i:Z-l en "TI>CDCI> C ClCDm-lCl 3 ~::;:;~~Cl CD ;;>-;~~ . -, ~(I)-I:e(l) ! 0 Cl~~Z(l) (ii' Clm 0 ~-I 0 ~ C ~ 0 3- Cl CI -I : m ~ . "~:"" ~ "I !,(,'c.; ')( /~, .. :,i f\Y ~"">:J ~: I ;....J;;.Q. '. j.., ,'_,_,~ , . ~~.~~ ~ ~ .:~ ~,,' ',::'/ .:: , -', 'l'\(,:"rc). , ~. 0i:~ '...i...~~", ::";,..;~c ' '}l ' ~\ '~~JVi, :~ r" r ;', "1 ~. ."" '. "," . . i. ., :~: \ v\ ". ,1~ \ '.. 'j 'I, ~ . ~~ ~ ~ ...} 1::1 ) J ~"'; ! ,,;j, ", ' .1 i , ! ,f.l! '; 1;\'\'\\ (.~!, "i :';, ':'; i 4" , , I .< .-. ~~g~be LAW OFFICES law@romingerlaw.com www.romingerlaw.com 155 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 KARL E. ROMINGER, ESQ. MARK F. BAYLEY, ESQ. MICHAEL J. WHARE, ESQ. JAMES I. NELSON, ESQ. Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 TEL: 717.241.6070 FAX: 717.241.6878 March 11,2005 RE: Notice To Record Mortgage Satisfaction Piece To Avoid Penalty Name of mortgagor: HOCKLEY, Albert S. and Caroline M. Name of mortgagee: Beacon Consumer Discount Company Last assignee: N/ A Date of mortgage: February 12, 1974 and recorded March 27,1974 Amount of mortgage: $2,544.00 Recording information: Mortgage Book 575, Page 1047 Property address: 123 South East Street, Carlisle, Pennsylvania Loan Number: N/ A To Whom It May Concern: Enclosed please find a copy of the recorded Mortgage for the above referenced matter. Please close and satisfy the mortgage of record in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania. The party issuing this notice believes that the mortgagee of the mortgage described above has received full satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction fee, and that, where applicable, the mortgagee has been instructed in writing, effective as of the date and time of receipt of the mortgage payoff figure, to close and decline any further advances on any open line of credit that was secured by the affected mortgage. The party issuing this notice hereby requests that the mortgagee issue and present for recording a satisfaction piece concerning the mortgage or provider a satisfactory reason why the mortgage should not be satisfied to the party issuing this notice. If you do not comply with this notice, you may be liable for penalties and costs in accordance with the act of December 9, 2002 (P.L. 1530, No. 197), known as the Mortgage Satisfaction Act, or the party issuing this notice may be able to satisfy the mortgage without your consent. Sincerely, MFB/tlp Enclosure Exhibit "F" ADVOCACY ADVICE ANSWERS ~...-.- THIS MORTGAGE. ......d 1.'0 'hll..........~.~.~.~..d.. U(..........~:~e..:~.~....................... ...!.~... ...._...............~~.~~....3...~....!.~.~KI.EY ..........................CCr.:l.lcli.=...M..Hac~l~v......................... . ................................................................................................... . lI.r'hI called "Mort,alon." and nEACON cOl"is DISC CO ,. P~l\lu,lvul. corpuulio. "avln.I" orne. and rllec of buoI...... .......~5....N..JUl.ND.v.r-;.n....S:r.....C!\E.L:r.S.T.E................................................... . '.;.....1...1.. harrl. caU.d ..Mor'........ W'!~~ETl4,.1hl' to MeW. p.y....nt by Morlll.on o( . promla1ot'y Notl of IVI" dlt. httnnth. In the Fae. AmoWlt ot Not. of S................!.._........ (..d/or .ny ,en,waI. ,ennanelna or ..!cnaJa" Chercor, 01 oth., prom....ory Nole 01 o''''r ....m.... to pi)' which ma, be .ubltltu..' 11I....'o'..n' 01111 of which .,1 h.,eln,'.e, r.'crred 10 as u1lfornbsor, No"U).an4.11 other obUpUoDl or MorllllOn und., the ..,ma ...4 ptOv18lonl of Ibll MOI1IIII, MOI1PIOrl du by Ihe.. PIc-senu .cll, ....nl and convly :0 MortClCU, ALL the followlnS deacrlbed "eal "late .lluat. In Ih. ~~:oulh ~ of .S~!:'1:.~~.1~....!!~::!?h. Cuunl)' ot .....9~~~.~.~::.~.~.~~......... Commonw.alth or P~RnI)'lvanla. delCrlbcd II (Town.hlp) .. loUoWl: 111#" d'lenpttolt 01 '"O"fiI~d pnm/s'l fro". Mo"..p,'1 dud DEGINNING at a point on the Bact aiac of South East Street, at the corner of propt"rty formcrl}" of Andreu Brmm, nO~., of John Corn!'!ltln, said latter propert-J bein!Z' J'Um" as No. 121 S. Rast Street; thence Eas~l!1rd1y along said Cornman propcrty. an~ throu~l tilC ccnter of the ,artition wall bct't-lcen the hoWlc on the lot her~:i.n convcycd and the house erected on the said Cornm.,n propcrty ~nd continuin~ to tile propcrty of the Valley Railways Cornapnny, A di~tance of 12n feet more or less; thence 1J0uthuIlrdly alon~ said Valley Ibilll~Ys Company land a distacne of 15 feet, more or less to c point on tlle land nml or formerly of the Hl Linn }!cCullloucrh estatt>; 1:11cncc~.,c5t."':-Tllrdly alon~ the land of the said McCUllou~h est., a diatancc of 12n fcct to a point on said South East Strcct; thence North~.,arrJ.1y aIon!! sllnid South East Street, a distance of 15 fect, more or IC:Js, to thc place of Degi.nning, having thereon erected a 2~ Stol~' frame dweIlincr houae and other improvements knm~ as 123 S. East Strect. BEING pnllll...luloWft .nd ....I.....d .................'J.?~....S....r.A~.t....~t......._..c.6r.li.ll~e....._......."'.. ................... ,....,I...Ia. Jln.' AdJrru elly Tuw,. . 0" u/~e cCNlIn,edlonl,UCorl.'.onbY [)qdol Co.veYlne. duly nc:ord.d In Ihe ofnu for tb, RecOl'dlnl of D..d. In uld Cr.\lnt)' 1ft Deed Book No. !;;:::l!.! Pip ..lf7..~.... .. _ pr....... or. .herel. d.scrl...d. TOGETHER. with aU III. buUdlnp and Impronmenla IlIereon anll .ddHlonl and ,U-.-lions ther.lo. Inc'ud'n, .11 aU.,s. pUlI.ewan. rllhl.. Uberties, prl'lU,SCSo h,,~dll'IIM"I. and .ppu'......nc:cl what'Clevaf chereunto teJonlJl", Of 'pp~rta'nlnL herein caUed Ih, Mott....d Pr.m'.... TO "A YI:: At.O TO HOLD the Noc1p.ed l"remi... hereb)' arentod and convo)'ed uRla Mot.ca.... to and for th, UN In.d twhoof of Mot.PlCe. (b.uet..ora .nd "'an'. 101'''''' THIS MORT(;AGE IS MADE IU~ct to the followtnl conditions. Ind Murl.l.on 'pu: 1. ItortplUI'I will me", all payment. on Ih, d'-la d'.1 Iho,.of and porform aU other obll..Uon, u requir.d or pI'(WAded t.ereln ..d In ..id promissory HOle. 2. Murlll'on will pi, when due all I.... and lucs.menlslnied or ulCHed ...In.l aatd pr.m.... or aA, part Ihel.o'. and will deli". rec.ip&s therefor to the Motta.,ee "pun request. ). MottPlorll will ktlP Ihe Improvements un ..ld properl)' conUanll)' IMur,d .pi,Alt fir, and luch other hazlfdl. In Il&ch _mount and with .uch carrl." ... Morllalu sh.1I .pproVe, with Iou. I' lAY, p.yable 10 Motlp", II III huere.t may .ppelt. 4. Mort.apl Mil nelth.t commit not luffcr any .trip, WIIste, impairment or de'.lontlon 01 Ihe mortPled pt1Imls... and will rn.inlain lh. same In lood order and repair. s. In Ih. evenl Ihal MonplOn dar.".. in Ihe mallinl 01 .ny pa)'menl due and pa)'able under .ald promluot'y NOle, or jn the k..pln. and perforn.aoc. by Motllta.on of an)' ur Ihe condi!il,)ns 0' co.,."a.l. of Ihis Mmtlap or laid promi..ory Nole. Mort.acn may rorthwilh twiRl .n Ac::hOIl or MurI2'a~ Furcclo.ure hereon. or tNtitul. other roroclOl\U'c proce.dlnCl upon IhI. "orlll,C. and nil)' rtdce~J to judglUellt and ex.ecutlon 10 reco"er Ih. blilane. due 0.. .aid promlnury NOle end eny other IUIN Ihll may be iJue lbercuAll.r. includinl allorney fer.a ot 15'" of Ihe bel_c. due and p.yable on said prOtnJIIOfY NUle. cust. uf IlUIt. an..! ('o~11 of I.lle. 6. MorlPton, and .ach of them" herehy waive In..! rcle.ue ,II ~nent and relief from Iny and aU app,.lsement. 11.)1' and C:r.eulpllon Ilws. now In turce or he-relher I'lt~ed, cUller fur IIIC I)eondir or relicf of Mortplon. or Umilinllhe b~lnc. dIll under ..i4 promissory Nul. lea . aum nut In uc,'u of lhe: .muunt al;haaU)' paid b, the plIl'chaHt uf lh. Mortplcd Premisel at c ..Ie Ib..,cof In any judicia! procccdhlp upon s.i'" promissury Note or "pan Ihis Mortpsc, or nemplinl tho /'IltOl'lllIacd 1".lnbcl or an}' oah.r 11relUi~cs or l)fUl,crl)'. rul or penonat, or .ny pllrl uf Ihe proceedl of ule Ihereof. from auac:bment, t.vy ur Slle under eMcculiun, ur pruvl..!illl: "ur IIn)' day of .Mccuaion or olher pruc.... BUT ,ROVIDEO ALWAYS,lht it Morlr.lll1on drl pa)' Of I:'usc Utlll Mona&lle ."d Ih. ck:bf hereby uc:ufl!d Iu be pal" In full. OD the da,...d in the mallro:er provided In sel..l pr..millury Nole. lIu~n thil Muttgllce nd Ihe estale hereb, cunted IhaU CelSe and delermlne and bltcom. 'fold. any.hlnl her.in 10 the cunlrary nOlwilhlillndin.. n. C'ovenant. herein conlalnod Ihalt bind. .nd Ih. hudUs alUllIdv.ntaKcs shan Inura to, Ihf' t.~pc:ctive hcln. eucutorl. admlniltratorl, . IUCC",on, Inli ."ips of the p.tlic' her.to. Whenever ,"cd. Iho ~inl\llar nUlnbcr IhlUlnclud. the plural. the plunllhe lift.ular, Ind the.... , of .ny ICndr.r .hall b. applicable to .U Il:lldcrs. hyme..t of this MortplC' I. .ul)jecl..IO the lerml .nd condilion'l of ~.id promislory Note ,of lIyen date blUwc.n Mort,IIOI'I .ad Murt..,_. IN' WITNESS WHEREOF. ,he ~aJd Mort.alon h."" .Jlncd Ihi!!. MurtB:I~e, wilh ...lfl) Irn.~l!. on Ihe dale tint above wrltt.... Sl....cl, S..l.d ..d 1l.1I....d I. .h. :0....... of' t ~~ :,;,,~;;::"''',i7&c--1'- - .. "'1'" (SEAL.) . /';,\\1\..1.",:: ~I:,';, 'oil"...... - -v" ,,--' .~:"'-..:.. ~.. . >-r I. _ U.R, '-~, ij u . .:.' V ,'~.,... -_.~..... ..c..{.."""'-!&~4fJ).........f..:..L"..~'-1 ............ (SEAL) ..i'( ~,:~t:.\ ~ : "1r~) "'j d -.;.-.f;;:.:::................................................................................ (SEAL) ,',:~ ":, ''',' ...~. ,':-'. ~: ~'/(1;If./~ SEAL I . ~ ~ '.' t ., 11 . \ ' '. < . (.~'I ................................................................................................. ( ) ,:~~"., .';..~:i/k.~~.~~:.:, ~..'S"::;, ";.': " .',Ii:, . BOOK 575 rm1U.fi <~.:.',.:....I.:."~lt;.:~~,'.;~~'{':;:,:; ~',.\. u. \').'" -.' ~~. ~-4... Jtl BC'1O-lM I.l . . "G" Exhib~t :!' .... ,..J o ... ~.I I ~.I .... ~ ~ \", 6, q.l (:.1 ~J, Ci -z.. \j' ""Z:..- 3!~g' =zm ~oo g ~g - ::T () 1Js:o CDm::J ::J -'f/l ::J ::J C f/l en 3 'S. .... CD O < (iJ. .., ~,m.Q C')):> m f/l en ~ 8 ~D~ ~ 3- . ~o~z 0 () co -ten z-tenmc 0 i::;~~~ 3 :;;!::::c~~ i -t;:::j~o; ::J o::a~z-t '< ~i:m=:> ::a,..m 0 ,""m~:IIlo C> Z::a i:en~~: o~~.zen ~~ m en ~ 0 Cl o -t ::c m ::a - - 9....> ....,VlC ""Vl< CVlO Vlon r- > ,men. .~ ~:27~~ zJ:>o z)>~.., VlZ_ -< n.., ~O/TIo )><1111 Z ~ > (I) (lr-. - z ~ )> Vl III . .... ;;:J ~ ~ ~as ~ ~~ :;,;":'~~\ ~o "~.\) ':~~ ;:.. .~ (,';; " '\}" :;:; ..-,} . 'l>, ' t:l3 ,,~\.. J c. {).;l'i- ~ , ::: o',A ../;.-; fIr.., ":: ~ ~tjf i ~, I ~ I';}') \ hll. ( ~ ~ , ~ I.) ) j ,j I) / i I ~ ,;. , ; , ;. l ,l . ~~gryk-e LAW OFFICES law@romingerlaw.com www.romingerlaw.com 155 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 KARL E. ROMINGER, ESQ. MARK F. BAYLEY, ESQ. MICHAEL J. WHARE, ESQ. JAMES I. NELSON, ESQ. Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 TEL: 717.241.6070 FAX: 717.241.6878 March 11,2005 RE: Notice To Record Mortgage Satisfaction Piece To Avoid Penalty Name of mortgagor: HOCKLEY, Albert S. and Caroline M. Name of mortgagee: Beacon Consumer Discount Company Last assignee: N/ A Date of mortgage: August 4, 1977 and recorded August 10, 1977 Amount of mortgage: $2,628.00 Recording information: Mortgage Book 627, Page 364 Property address: 123 South East Street, Carlisle, Pennsylvania Loan Number: N/ A To Whom It May Concern: Enclosed please find a copy of the recorded Mortgage for the above referenced matter. Please close and satisfy the mortgage of record in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania. The party issuing this notice believes that the mortgagee of the mortgage described above has received :full satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction fee, and that, where applicable, the mortgagee has been instructed in writing, effective as of the date and time of receipt of the mortgage payoff figure, to close and decline any further advances on any open line of credit that was secured by the affected mortgage. The party issuing this notice hereby requests that the mortgagee issue and present for recording a satisfaction piece concerning the mortgage or provider a satisfactory reason why the mortgage should not be satisfied to the party issuing this notice. If you do not comply with this notice, you may be liable for penalties and costs in accordance with the act of December 9, 2002 (P.L. 1530, No. 197), known as the Mortgage Satisfaction Act, or the party issuing this notice may be able to satisfy the mortgage without your consent. uW Mark F. BaYley,~uire MFB/tIp Enclosure ~hibit "a" ADVOCACY ADVICE ANSWERS t. . "':':"'/'- f\:GrrrG;'iG, o i ~ I () .~.:~.~.~.'.~.~~X{r~~r~~.~.~1;?~t~~:~y':::~~:::g:~i.~~?iEi.::~~~:};I~Y.;::::~:i:~:::~~:i./~:::::::.~~::.~.~::::::::::::::::::::::::::::::::::::::=:=::::::...: ht!rllin ,..II.:d ..MortZ;.l'on.... ilnd ~I:!\CO :'::::=C:T:] DJ':C co ." J'cnnsylvania "llporarion hllvin, ~n office and plac. of busine:u III .....................2.4-..?t..~:.-.:~..{J~:?::..G~..-C.:~:n:.!:.E..................................................... . I)cnnsyly~ni.. h-=rClR c"Uoed uM'ortaaace,'. ~ ; i ; wr~..~~_sf.~,~ tha~ 10 '('cute pJ.)"m~n' by Mortt3~ors of :I f"romi5lory Note of tvcn daCe herewilh, in the f:u::1l Amount of Note: of S..."'l.'.,.~.......:........... (J.nd/or ~ny t...n~''''''.J!. (;.or.n3no;:ni or tll.lc:nslon thereof. or alha' promissory Note or Olbtr agrccmcnllo p.:y .....hlch m:l)' be subuilUI~d lhr.-de,r.an) or 211 vrwhkh :;'~e: hO:Nin~,r(~r refcrrll!4 to.u"promiSl.ory Notlf") and all orher obJillallonl or Morlr:~.9rs unde-r the rerms end pru,,'aions or Ihis Murl.ago1i, t.1on&;'bors do by Uh:se pl~lCnU $cll, &rant and convey to MOltial~~. ALL Ihe folluwine d~'cribcd 'eal ueale . (~iIY.) Carlisle ~=.erland . s.iluale an th~ ();ur.;)u~h ) of ...-................................-...... County of .............................................. Commonweilllh of hnnlylv"nla. dcscribed as (TOVl"lUhi~) follows: :ns", dcsc,iprlon 01 monplcd pnm;sc3/,om Mo,tg"so,'s deed IJEGINm:~;:} at a lloir.t on the E~st side of South East Street, at the corner of property forr.:.erly of Ar.drcw Erewn, now of Jehn Cornmn, sai<l latter property being kn~J as ~:o. 121 S East Street; thence Eastwardly along said Corman property, and thrc~gh the center of the ~artition wall between the h~~se on the lot herein conveyed and tl house erected on the sa.id cornL~n property a.nd continuing to the property of the Vally ~ilw~ys Co~any, a. distance of 120 feet more or less; thence southuardly a10~~ said ValleYrta.ilways Co~any land a distance of 15 feet more or less to a point on the land no-../ or fO!"ll".erly of the ~l. Linn ~.lcCullough Estate; thence llest1iardly along the land of the said Il.cCullou:.:h Est. a distance of 120 feet to a point on said South East Street; thence Northwardly a.long said South East Street, a distance ot 15 feet more or less to the place of BEGINNING, having thereon erected a ~ story frame dwelling house and other improvements known as 123 S EAST STREET. BEING premises known .nd dCli:.naled .s...0I"......................_....~.?3...~......:f'4~.'t...S.t.........C3::r.lisle................ ................... P.ftnsylvania. ~"~el Add'~n CIty Town POst Offir:~ conveyed 10 said Monl:a,ors by Deed 01 Conny.nc. duly reCotded i,. Ih. office for the Rccordinl of Deeds in Slid Counly in Dud Book Na?:.~~.... PIIKlt~'l.~......... a$ SOlid ptemises are lhen:in desctibed. TOGETHER with ;all Ihe b\lildings and imrroYem\\'nt5 Ihereon and addhions and aU.urionl thereto. int'ludin, all alll:)'I, passalewln, (I,ht" liberties. pri\'i1tl''l:t's. nercditam..:nl!i and appurtenances. ....'hauocvC't Ihereunto bclonlinlt or arret.linin.. hetein called Ihe MOtClaCl!d I'remiles. TO HA VE AND TO HOLD Ihe Mortla,ed Premises hereby Fanted and con'Ycyed unto Mortppe. 10 Ind for ehe UN and behoof u( Morrpc.... iu lueC.Mors .nd auiSns. (orever. ; I . i l 1 , THIS MORTCAGE IS MADE lubject to Ihe foUowinlcondllions, and Motl,al:or. a"ee: I. Morte-con will make all paymenu Oft Ihe due date thcr~of ,IInd perform aU other obh.arionl al required or provided herein and in laid promi.ssory NOle. '" 1. Mnflr,aCllrl wilJ pay "''hen due .U lues and assessments Icvicd or usc:ssed "cains<< said prcmiscs or Iny pare thcrcof. and will deliver receipls Iherefor 10 Ihe: Morl!:",cc upon requesl. 3. Mortc;:lROrS will keep Ihe improvemf'n~;..~n.uid lY.!,~r;y c~La.u(.il'lsured ilsainsl fire and such olher hlur" in such amount and wilh such carriets as Moiliaiec shall approve. wilh 1011. if any. payable to MorcPlc. u ill inlctne may appear. 4. Morl~all:Ofl will ncitller conlmie nor suffer any scrip, Wlste. impairment or delerioration of ehe mortppd premilel. and will mainlain rhe same in lood order .:lAd repair. S. In Ihe event Ihat MoncalTOrJ defaull in Ihe makin, of any p:lymene due and payable under said promissory NOIC, Ot in the- kcef'inc: and perrorm;snco by Morts:aBors of any 01 the conditions or COYenanls of this MouelCe or Nid promissory NOEe, Morlpcee may fOrlhwith bring an ACriOR of Mort,ap For<<lnsure hcunn. or instilule olh.:r foreclnsure proc&'cdinj;S upon chis MOUGacc. and may proceed to judl:n\cnl and ueCUlion 10 recover Ihe batance due on said promi.\sory Naee and any olher sums Ihal may be due theuunder, includin, .Uorney fu, olU%< of the balanCe due and payable on said promissoty Note. COilS orsu~.. and COsIs of sale. 6. MortR3Cors. and o1i.:lch of thern. herchy waive and rele.se aU benefil and rdief from any and aU appraisemenl, Slay and CUlT. pi ion laws. now in force or hereafter passed, tilller for che hendil or relief of 104ort,::I&:oll, or limilin. the b~lan(c due under said J'!romluory Noee 10 a sum nOI in ClCCC$S of Ihe amount aClually paid by Ute purChaser of Ihe Morlla~ed Premis.:s 011 a s:;:IQ Ibercor in any jucJici~1 ptoc.:edinp upon said promissnry NOle or upt)n thi5 Marli:ap. or ell.cmp.inl the Munr.:tljed Premise!. or any oChet premises Ot property. rul or personal, or Iny pari of Ihe ptoce-o:cJ, 01 salt' Ihcrcof. from allal.:"hmcne, levy Ot ule under execulion, or providing lor any $lay of ucculion or alher process. BUT PROVIDF.D ALW^ YS. Ihat if Mor1ltaaon do pay nr cause Ihis More'3Bc and the deht herehy secured 10 Iw: p.1i.1 in lull, on the day and .n the man net pro\;dc..J in said promissory. NOle. then Ihis MotlC.,c Ind Ibe elUle hereby .,Inted Ib.:r.1I ccase and detetmine and bccome ~oid, anythina hetltin co the cOnlrary notwilhslandinc. The coven:.nlS herein Cunt.ined shall hind. Ind Ihe bendill and advanla," shall inure to, Ih,' re'lopeClilVe hC~fJ.. euculors. admini$lutotl, luccCSlon, Ind auignl of Ihe p..nics hereto. Whcnever used. Ihe sinculat numbet sh:1I1 include th~ plural, Ihe plunllhe "naular. and Ihc UN olany lcnder shall be appJiuble Co aU cendets. Paymene 01 this Mortlaa:e i.s subject co the Icr~ and conditions of said promiHory NOle of even dale helween Mort.agotS Ind Morlppe. IN WITNESS WHEREOF, the said Morl,aaon have .ianed Ihis Mor,lla,e. wilh scale.) ~(fixed. on Ihe dale nrsl above wriuen. Siped, Scaled and Oeli'llered in the Presence or; . I j I ! ! , i ~ I P(i~~."~}\ .,. ,,1.~. .'......... '.' . '. ,:':~':\~..'.'" N ,.,., p",bUG. "" ~ ~'-";',~T.::;'~t~~P.. .cr S"h~'J,"\. C f'\b.rl"r.~ Scp'. I. 'iff, 1 ac1'1OoJM CAf\iCo\~l!~m~.~o" E:J,::a~r.S M. . ti~~~y~.!b.d}4...............(SEALI .{(t/~~JI~..................._.........(SEALI .................................-.......-..............-..........._......__.._ (SF-ALl ..................................--._......._................_................... (S~AL~ nooKfi2? PACE 36"1 . j ~ ~ ~ , J ! " f I j J I I I I i , t- \ I I i f I ~ ...11 . h'b't "r" Ex 1. 1. I-J, 1--'"\ '~ i It t,.1 +' (..1 ....1 -z:-V' ~ ~~g' =zl>> !!1. 0 Og g;:+ - ::T () "S:o CDI>>~ ~ -'en O ~~c en(/)3 'S.. .... CD ClH,,))> Oi ca ., ~CDO ~DD iir....~. '~~z......~ 0 CQQ-ten C z-tenmc ~ >QC:s-n ~ .... :!~~~~ 0 () :~za;;; 0 Q::I:Ijz!i 3 ;;i:l:D~> -g ,...m Q .... :gm::l:l:lll:Q ...J c; -'Z::l:l '< >l:~Qm ~>::I:I~z: Qm ~~ m en ~ 0 Q Q ~f - - 9~ > r Al~~ , !:::(J)o ~ (J)on ~c)o '\; ~ :t 7 ~ ~~'" ZI>O Z)>~"I1 (J)z_ -< n "11 r-O/Tlo ~<11T1 '\ Z 9S > (I) n"", - z ~ )> (J) Ul . ~;;d~ ~ ~B E ~ ~~>..,~ ~~~~ " -.",,. "". ' 2' : \\~3 i ,1.1:. .,\' ". ~",.,j j~" ..'T .,^ \.,," f ~ ',", T, ~:l" ~ ~\1' '~\ ~1 :~\ t:ll" 1, ~, >1 l~l: ,~ ~::/I hi' ~ll ,~.; 1, ' ~".J :i \_~ I rq~ ~j =~ ~ l.i ~l '~. 1\ \~\'~'~\\ i\\~~,~~ I~ f IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: Estate of Geraldine Mae Hockley, : No. 2004-00010 (") So "_~~ ::rJ ),) :'-,0 )51gj . (j) ~>~: '" = c:=> -..J .,., rrl co I O. Petition to Satisfy Mortla&es of Decedent's Estate ,~'") C) -0 (:)':"1'1 l_ __ Now comes Petitioner, Sammy E. Hockley, acting as executor for decedent:meraldii2 :> <::> Mae Hockley, through his counsel Karl E. Rominger, requesting that decedent's mortgages~e satisfied pursuant to 21 P.S. ~ 688 as follows: 1. Decedent, Geraldine Mae Hockley, has been deceased since December 25,2003. 2. To date, undersigned counsel and executor have been attempting unsuccessfully, to complete the administration of the estate. 3. Decedent had several outstanding mortgages, which are believed to have been paid and that need to be satisfied before administration can be completed. 4. Counsel has attempted to contact the lenders but has not been able to locate them at the addresses on record with the Department of State. 5. The title agent, who oversaw the sale of Decedent's real estate, James Hughes, has also refused to satisfy the mortgages to date, or release the funds from the sale of Decedent's residence, attached please find a letter from Attorney Hughes. (Exhibit "A") 6. The mortgaged premise here in is 123 South East Street, Carlisle, Borough, Cumberland County, Pennsylvania. 7. Notice of Beneficial Interest was not mailed out due the fact that the Executor of the estate is the only beneficial heir of the decedent, (Exhibit "B") and the Petition for Probate and Grant of Letters was filed on December 30, 2003. (Exhibit "C"). 8. Notice to Record Mortgage Satisfaction Piece was mailed to A YCO Financial Services on March 11, 2005, (Exhibit "D") and the return envelope is attached as (Exhibit "E"). - 9. Notice of Record Mortgage Satisfaction Piece was mailed to Beacon Consumer Discount Company on March 11, 2005, (Exhibit "F") and the return envelope is attached as Exhibit "G"). 10. Notice of Record Mortgage Satisfaction Piece was mailed to Beacon Consumer Discount Company on March 11, 2005, (Exhibit "H") and the return envelope is attached as Exhibit "I"). 11. The holders of mortgages on the premises are as follows: (a.) A YCO Financial Services Consumer Discount Company c/o C T Corporation System Oliver Building, Ellen Square Pittsburgh, Pennsylvania 15222 Name of Mortgagor: Albert S. and Caroline M..Hockley Date of Mortgage: December 7,1979 Original Mortgage debt: $1,728.00 Mortgage recorded on December 12, 1979 in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Mortgage book 673, page 943; and (b.) Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 Name of Mortgager: Albert S. and Caroline M. Hockley Date of Mortgage: February 12, 1974 Original Mortgage debt: $2,544.00 Mortgage recorded on March 27,1974 in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania, in Mortgage book 575, page 1047; and (c.) Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 Name of Mortgager: Albert S. and Caroline M. Hockley Date of Mortgage: August 4, 1977 Original Mortgage debt: $2, 628.00 Mortgage recorded on August 10, 1977 in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania,.in Mortgage book 627, page 364. 12. Petitioner has made efforts to locate the abovementioned mortgage holders at their last known addresses and has been unable to do so to date. 13. Undersigned counsel published notice of decedents' death in the Cumberland County Law Journal on March 5th, 12th, and 19th of 2004 and the Sentinel on February 27, 2004, March 5th and 19th of 2004. 14. No creditor, including the foregoing mortgages has made a claim. WHEREFORE, Petitioner req~ests this Honorable Court, Pursuant to 21 P.S. ~ 688, and upon consideration of Petitioner' request, grant satisfaction on all the above-referenced mortgages and all obligations there under be discharged. Respectfully submitted ROMINGER & WHARE, Date: 0t ~ ,}~~., , ? Karl E. Rominger, Esquire 155 South Hanover Street Carlisle, PA 17013 (717) 241-6070 Supreme Court ID # 81924 Attorney for Petitioner VERIFICATION I verify that the statements made in this complaint are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. Cons. Stat. ~ 4904 relating to unsworn falsification to authorities. /~>i /-_: ./7 / _ i, /" 'vi-il j / /" ,7 i++ __ //if,' ~~~ .(}/'/l /j'""! ";1 /' \.. _ ., ., /," Fa ~l ~~/' Sammy"E. Heddey " ,r;,/ :..-/ ~-,./,. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA IN RE: Estate of Geraldine Mae Hockley, : No. 2004-00010 CERTIFICATE OF SERVICE I, Karl E. Rominger, Esquire, attorney for Petitioner do hereby certify that I this day mailed a copy of the within Petition to Satisfy Mortgages of Decedent's Estate upon the following by depositing same in the United States mail, postage prepaid, at Carlisle, Pennsylvania, addressed as follows: James Hughes, Esquire 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 Dated: (; t ~ 2 ,~;) ? Karl E. Rominger, Esquire 155 South Hanover Street Carlisle, P A 17013 (717) 241-6070 Supreme Court LD. # 81924 Attorney for Petitioner SALZMANN, HUGHES & FISHMAN, P.C. ""-, ~- L'6.~~,-",___ ':::'ivo \",,.-2.: ~~ ....c::! f\ .:,..~..~, . , ..' / G. BRYAJ."l SALZMANN, EsQ. JAMES D. HUGHES, EsQ. STEVEN J. FISHMA."I, EsQ. A."lN F. DEPAULIS, EsQ. NORMAJ. BARTKO, EsQ.' WlLll-\M W. THOMPSON. ESQ.' MELISSA K DIVELY, EsQ. REBECCA R. HUGHES, EsQ. SUSA."lN B. MORRISON. EsQ. 'Also Admitted to Maryland Bar Paralegals PAMELA R. BOllINGER BARBARAJ. MOSIOR LAURIE J. PORTER TRICIA L. BAilEY KAM S. CORNMAN JACQUELINE L. DRAWBAUGH REPLY TO: 95 ALEXA..'lDER SPRING ROAD.SUITE 3 .CARPSLE, PA r; 013 (717) 249-6333 FAX (717) 249.7334 455 PHOENIX DRIVE 0 SUITE A 0 CHAMBERSBlJRG, PA 17201 17171263.2121 FAX 17171 263'()663 105 NORTH FRONT STREET-SUfIE 401 0 HARRISBlJRG, PA 17101 17171232.9420 FAX 17171232.1970 July 21,2004 Mark Bayley, Esquire ROMINGER & BA YLEY 155 South Hanover Street Carlisle, P A 17013 RE: MORTGAGE SA TIS FACTION ESTATE OF GERALDINE HOCKLEY TO DASHER Dear Mark: Recently your secretary called our office to inquire as to whether there was any other procedure in which old mortgages which were still of record in the above referenced transaction could be satisfied given that the mortgage companies appeared to no longer be in existence. Several years ago the Pennsylvania Legislature enacted the Mortgage Satisfaction Act which allows settlement officer satisfactions provided that you complied with all of the terms and conditions of the Act. Not all of the counties in Pennsylvania have embraced this procedure, however, we have been successful in Cumberland County. As such, I would refer you to Mortgage Satisfaction Act located at 21 P.S. S 721-1 et seq. which goes through this procedure. After you have been able to satisfy these mortgages, we will gladly release the money being held in escrow. call. In the event you have any questions \\lith regard to this matter, please do not hesitate to give me a Very truly yours, JDH/jld / / ; i f i i I , I /. (J HES & FISHMAN PC Exhibit "~" CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Geraldine Mae Hockley Date of death: 12-25-2003 Will No. N/ A Admin. No. 21-04-10 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was not sent as the Executor of the estate is the only beneficial heir of the decedent. Notice has now been given to all persons entitled thereto under Rule 5.6 (a). Respectfully submitted ROMINGER, BAYLEY & WHARE, ......-~ / Date: ..-"7 "'7 --- ( .\,~- .. .......-- I ! ! ..... I / '''-'-.' I',.... , ---! . - \......- f i , '-' 'j .-",/ Mark F. Bayley, Esquire 155 South Hanover Street Carlisle, P A 17013 (717) 241-6070 Supreme Court ID # 87663 Capacity as Counsel for Personal Representative Exhibit "B" . ..--. Estate of l.'\': E.'\.o..L01:lVE tv\Af' !-\oc.k.Lt;:y a/so known as PETITION FOR PROBATE and GRANT OF LETTERS No. ;ll - 04--\0 To: Register of Wills for the , Deceased. County of C\.Jtr.~.? LAN D in the Social Security No. I ~J.. - J,.'J. - 13 i 0 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execuGCl.MM'f E./JG-EM:" 1~"'d:.kiiJried in the last will of the above decedent, dated ;~ - \ 5 - 7 g , 19_ and codicil(s) dated ( {""d<".l.7.AfoJD) f\l\.,,~(t T ~. !--\c;c...ktb:y - DE.c..EASe~ / - 1'1'/5 (state relevant circumstances, e.g. renunciation, death of executor, etc.) h~R (list street, number and muncipality) Oecendent, then '1 ry years of age, diedi)EC . .~ t;"j , W~ .S , at M()L'I ~fl.n.L..T ~o~f:r.T'PoL . 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: Oecendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in PenI.:!s~lvapia ~ ~ situated as follows: / l"f ~ [As-;- sr {i;I:e.l.tJ Ie. r PI. I $ $ $ $ j7CI3 &,"Zoo . ifi.5: ()DC , WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters - .' ..(..testamentarY;~dministration c.t.a.; administration d.b.n.c.t.a.) theron. ----- ~.~ 'U' ~ ~~ 2! !t.. ~__ <..:.~ noe !i :;;?F- - L- -g.g LI\..l~ t-,I. UJe~T Sol' Ol'U CAA..l.~~f. l~' 170i3 ~a... ..... ;0 ;; c OIl in OATH OF' PERSONAL REPRESENTATIVE COMMONWEA~TH OF !ENNSYLVANIA ~ss COUNTY OF ~~\J..L"Lil.D_;"" L J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well' and truly administer the estate according to law. Sworn to or afrY'm~d and SUbSCribed4 4~ ~ ~~4 ~ befoFC"me this <J.Qt:\'"\ day of' ~. l>:?J~Q!>kWl ;SAmmy f. 1:I""1>.0;( ~ --..:----L ~~~~-,,~ ~ \.. /\ 1...6 . vlJ...\'~_ _,,"-;- ,Registeif. ~ . ~'5 \\-\'~ - \4- Exhibit "e" ~~ffo/#.ke LAW OFFICES law@romingerlaw.com www.romingerlaw.com 155 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 KARL E. ROMINGER, ESQ. MARK F. BAYLEY, ESQ. MICHAEL J. WHARE, ESQ. March 11,2005 JAMES I. NELSON, ESQ. A YCO Financial Services Consumer Discount Company c/o C T Corporation System Oliver Building, Ellen Square Pittsburgh, Pennsylvania 15222 TEL: 717.241.6070 FAX: 717.241.6878 RE: Notice To Record Mortgage Satisfaction Piece To Avoid Penalty Name of mortgagor: HOCKLEY, Albert S. and Caroline M. Name of mortgagee: A YCO Financial Services Consumer Discount Company Last assignee: N/ A Date of mortgage: December 7, 1979 and recorded December 12, 1979 Amount of mortgage: $1,728.00 Recording information: Mortgage Book 673, Page 943 Property address: 123 South East Street, Carlisle, Pennsylvania Loan Number: N/ A To Whom It May Concern: Enclosed please fmd a copy of the recorded Mortgage for the above referenced matter. Please close and satisfy the mortgage of record in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania. The party issuing this notice believes that the mortgagee of the mortgage described above has received full satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction fee, and that, where applicable, the mortgagee has been instructed in writing, effective as of the date and time of receipt of the mortgage payoff figure, to close and decline any further advances on any open line of credit that was secured by the affected mortgage. The party issuing this notice hereby requests that the mortgagee issue and present for recording a satisfaction piece concerning the mortgage or provider a satisfactory reason why the mortgage should not be satisfied to the party issuing this notice. If you do not comply with this notice, you may be liable for penalties and costs in accordance with the act of December 9,2002 (PL. 1530, No. 197), known as the Mortgage Satisfaction Act, or the party issuing this notice may be able to satisfy the mortgage without your consent. ; Sin.c~rLAelY' ~ f / i L/ Mark F. Bayley, Esq . MFB/tIp. Enclosure; Exhibit "0" ADVOCACY ADVICE ANSWERS /' MORTGAGE ~IORTGAGEE: AVCO FINANCIAL SERVIces COl.StJl~l DIS,CCXmr COj.PANY O'lE I ACCOUNT Nl."IM8CA 24 '" ;r.ANOVEa ST "':EST MORTGAGORISI: l..AST I'IIAM!: "CCKLE.'"i "IRST ALBERT INITIA", eOR_oweR'S NAM& BRT S ('. GEHALDniE HO Y.LEY . ?ESNSYLVANIA s CARLl3LE wn '\iIS'iFTJr. lh;11 ~furltc:llCor(s). ..Jue,.; rnOrlgaa:e, gunl anl.f convey fo .\fnrtga!;ce, iti ~lJcceuors or :lssi~ns the rollowin~ (.ll-~cribc:d Real E..!3Ie in the ..:uunl)' of C!P....m.~1IATil) . State of Pcnno;ylvani3. 10 wit: Beeinning at a point on the East Side of Sou"':.h Ea::t Street, at th"! corner of property formerly of Andrew Brown, nao/ of John Cornman, said latter property being known a:: lic. 121 S.Ea~t Stree'i;; thence East','ardly along siad corrnc.n prope!'ty, and throueh the center of the p!U'ti t ion "all betwee:! the hous"! on t~e lot herein conveyed ~ld tha house erected on the said Corn~an Prou"!rty and Continui to the ?roperty of the Valley R~ilway~ Company, a distance of 120 feet more or les~; thence ::o\lthwl!.rdly alone ~aid Valley Rail\'I'1~"-s Compllny land a dj.stance of 15 feet ~ore or less to I!. point on the land now or formerly of the W. Linn McCulloUCh E~t~te; thence "estwardly alon~ the land of the said McCUllough Est. a distance of 120 feet to a point on said South Ea::t Str"!et; thence iiorthul'..rdly along said South Ec.st Street, a distance of 15 feet more 01' les:: to the placo of BEGIl'INIl-lG, ha.ving thereon erected '1 ?~ sto~' frame dwelling hous~ and other improvement:: known as 123 3. East Street. = ..... n '" ~8:~]' '" VI ~ 21. = ~. :\ :."'-. -':I.I'~ -.. c.o ..-'hr, with all buildinJ;~ ana-.imprOYC'menls now or heR~rt.:f ercch..d tMreon the appurtenance, Ihereunro beloncinG and lhe rents. iS5ue amI profif!li then:or. TO IIA VF. AND TO HOLD the abovewdclCribc-d premises. wilh the 3ppurl~:lnC'es and fi:c lure,. unto the said MorllC2lCO. its SUc:cesilors .:and ulians. forover. for the purJ'U'CS a.w uses hen-in .. forrh. free from aU rip11 and bc:ncnu undcr and by virtue of :any Homesll!O\d .Excmptiun LawiI of the State of Pcnnilylvania as now or hcu."ncr cn~l\:tcd. whiL-h Qid rii!h IS and bC'm:Ots Ule mid Mort,a,or do.:l hereby cxpreuly release and wlive. FOR Tiff. PURPOSE:: Of" SECt'RING: (1) Performanc~ of t::te:h ;I~recment of ~forrg:lsor C'ontoained hercin; (2) Payment of lhe princil'31 sum willi inten:!t, ;as Itfuvich'd in 3ccordancc with Ih..:, !ernu and provisions of a Lo.1n ~r~menrtPlornl5sory Nole {hereinafter referred tOOlS "Lo3n Agr..:emenl". datl:d 121 7 /~ ' hc,,:wilh executed by M~rt~:agor,or anyone of Ihem. :snd r3Y3ble 10 the ordcr of ~"'fl~:a~l.!-=, in lIu~ I"'rincir:d "'m nf S 172"".00 , ilnd 11iIvin~ the date uf il~ final parmeR I due on 1 ~ 114/R1 . ,'r :u C''\h:,ndcl.l, "h:f\.'rrl:'" ur rcschel.luh:1.1 by n:u,;:wal Uf n'J:.in:lnce; 0) )':Iymcnl uf ;any al..hJill(,H~;11 adv:lIu:cs. with'imcIclit th<:rt:un. as l1I:lY hete:sflcr be luallrd by ~htrltt:t~l.'c h'\h'rll!,:l!!Hr in a maximum uf S 172t$. 00 proviui:d, this I'r"yision dncll nnlconsli1ute:a C'C'l~mirment to m:ake future ad'i:lncc~; (4) .111,,' II;I)'111Cnl ut" ;tlly ",oney lh:1I Inay be :Uh':Ull.."t'd b~' Llle Murlg:lgee I" ~1t.trt~:I~ur lur anv rC3S(1n or to third parti~5, with Inh:rcst thereon. whell.:' lh~ amuunts arr ;,dv:mc.:d tn I"ute.:l the security ('r in :a1.."Curd:mcc wilh the Ct1nVcnant:\ or thi$ Murl~:lJ~: (5) Any ra:-nt:wOII, refinanCinG or c:ottcnsion of said Loan ^!Cn:l:'menr, l'r ;In)' lltha:-r :1~C:I.'n'c:nl lu ray whkh may be subslitul~d therdur ,\II":I~l1tcnh l!1all~ hy ~h.Jf1::~l'r on U"'.~ ublil!3f\On ~C'ur~d hy this Morrga~t: :\I1JII be iIPl)lit:tJ in thl: fl'"owin: ordlJr: HKST: Tu the l'a~'Tl1"'IH nf t:aX!:"5 :amI :ISSI,'um,,'nl.. lhal may 11..: [.:vil..lt and 3S<rr:C'5!(cd :I~:linlil s3id prcmi~e~. insura.nc,," ,,,,.:mium!<. rcpair". 3m) :III other dur!!,'" ;lIIll "'\J1I.'Il~'.. i1,,:r....\..\I Iu It", ,1;li,llly rhe Ml.'rl~ll,wr. SI':("O~t): .1\, (h,,' 1';ly"",'nl uf inh':Cl:~1 lllll: I'" S;II,1 IU:l1I TIIIM.U: '1\' th\.' ~':aYI1I,,'nt uf Ilrindlut. TO rM.OTI-"(.r Till-" SF(,l:I~ITY III-~RFO"'. ~10r~..rc;.\{;OlttS) ("OV[':N.\NTS ,\NI> ^(,;R!=.:I!S: (I) h' ko.:ep !t;lld prclnisc:" in..ured as;ain"l I,o"s by fire .JIlll othl:f "al;mh, >.::I"U:III)' :.allll ,,'unlml-,\:,nl.'IIo's UII (It llh' full ....Ihll.. of 0111 itn"rnvel1\.:nl~ h.'r fh~ prnte\.'lion of MOrll!;,a1tI.:~ in ~uch m:J.nn~r, in ~ul.'h :lII1Uunt.~. 3nd In ,;udt ,,'ul~u'al1i...,; .1:' :\IHrl~;I;:'L-'" m~y frun, li1l1\.' Iu Iinl\' arl,ru\'c, :and tl1..[ lu~~ pruccl.....rs (IC'SJ e:'\pens\:" or c:t.1Uection) Sh;'.lI. 31 ~toU:::l:::":':'" ortjt'n. b~_ OIrDlied un '0;11,,1 IIhkhl,,'dlll.'~", ",1'\.'lhl.'r llll~ ,'r 11,,'1 ~)f 11.1 th\.' rC!I;lut:lliun uf s;liLl ill1prlW,,'Uh:nu. In !:'Il.'nl uf Ius... :\tortj:.:!!,;ur will ~IV': imnl,,'dl:.ltl.: nc.uic... by n1:ul (0 rhc ML'r1p~"''''_ whu ltlOlY milk,,' 1'ft'1.1r l,t" lo~~ if nut 111:11.11: l'r'llIlrllr tty Mort~;It:ur. :anu t.'ad, in~ufanl."e company t:ullceflwd i!' hcr~hy :lUlhoriz.:'" and dir,:ch.tf t" mOlk,,' 1';I~.m"'1I1 hlr "Udl Ins., dlfl:".t1y hI th,,' Morl1=:It:ce' illll.l"';lll df lorhe MUr1F;I~or. (2) To II;IY all la:'ll:e~ and !li.p,,'d:l.l ;USt:s"m~nls of any kind th;:t h:lYI.: ltl.."u \It 11\:1)' l",' ll.'\'il.'ll ur ;ISSl:li~tl nrun ,,;aid prclIliM:'s. an...r 10 d,,'li...,,'r Iu Monr.J~cc. upon rl.'tlUl.:sl uf Ihe Murt(:;I~cc. Ihl.' unici;d rC'cl.'ifil ,hnwin!! 1';IYI::cnl ,If :.all ~~Id, 1;1\\.''I :.1:11..1 ~ss\.'''\m;,:'ltls. t.H tn lit\.. c\'\.'nt of .h:f.mlt hy Mm.t~;:!:ur umh:r P",r:J1!fallhJ I Or 2 :lbova:, Murl~~ea:. at its vrtiull. m::.y I...., .~.., ... kL"',1 :fou,.1I lUsllr:.m,,;c ah",...,! ~'N\"iucd for in furl'". thfQU~hOlll tha: I1f~ of this ~1url!;!.3;": and pOly the ",';;ISOn:1l)l.: premium" and ,,'h:tr~cs Ull."rC'ft.\r: (bl :,,::v ;,r,1I .~lll I;",,'" :1l1l1 :l~M.'~Snll.'llts without dL''':nnit1in~ lh,,' Y:.Ilidit)' thl.'rl.'of. ;Ind tc) Pay such Iien:\ 3nd :.III ~u...'h di"hllfs.:menh "h:lll ba: \lcl:med a p;ttl ot" rhc in...r..:blt:JnL'~~ .....nuL.11 hy Ihi" .\h'rl~:Ij.:" anal ..hull h\.' immt:di;lI,'ly ,Iu\.' :lIul !"aY:lltll.- l'y :\lorrJ:.a~"'r It' :\tort!;:3j:t:\:'. (4) Nu! to cUl1lrnit or ~un""r JlI~' \\:.I~r~ ur :.In~' UM:' ", ';liJ 11r"'II1I't1:.. "'l1nlr;If~' In C!....lri\..linn'\ l,f rel.:'Or~ N "(lnlrar)' 1'-' taw. (5) 1t":.I lIi~nC.'r of rh..: to:ln A~rc:cml'nt. thai he will pa)'. ~"".'Rlpll~' the: il1d~blcdncss 'il.'cu:ed h,,'n:b:.', ;U1..J I",'rfurm all ,I,ll..:, uhli~lriu."!I in fulll.'olltpli:.I"".... wilh Ih". term~ ur said loan 1\,:rc~lm."nt and Ihis ~~ort~::I~I.': (6) Th~t thl: time ~f r'OI)'m...nt. or lh... illlk~lc(j.nc.~.; h,,'h'hv ~"'lIr,'d. llr ,.,. :In)' !,u~II"'n dl..-r..."r. R1a~ be I.'xf\:'ndC'u ~r rl:newa:d. and an)' pur lions of thl: p,r"ornu,,'s h..:reln Jt"~C'rtbed may. ","hout nUl Ie.:. be rckJ.~t1I~O", III", li\.:n ",,'rl.:'II, wllhuul rell.':I"II1~ or:lfli..r:lin~ Ihe' rl..r,~t.m:.llliabillry ",f :tn:\o' persun ur tho.: priorilY 01 (Ius ~1(.lrtS:I~"-; IT IS ~rttTllALlY AGRrrU TIIAT: (I) rf thl: Qld '1nrl;:1J:l..lf ~h3n (.:111 (If nc;lcc! to p;ay in!lf3t1me-nu on ~aid Loan ^~rt:l:'m"'nl or ~f'un dcf:lult in pcrform:lnC'c 0:' an)' :It!r"''''IUt.'n( IWh;"Untll:"r. Of ur"n 'ialt or OII1"'f dislk\sifif\n of Ih.... l,rt:miSl,'!I by ~torl~:!:of. ur should an~' ;lei ion or prOt:ccdin{: ~e fiI....d in any court to cnforce :mr Ii"." l'ft. d:li", a~in"r ,'r iutC'r,'sl in Ih... Ph.'millt.':';, lh\!n all ~um" Qw'n~ hy Ihe Murlg:.tgof ur :IR~ one of l!H."m to the Mort~al;C!(' lInd~r Ihis "'Ort;::I~(:, or und.:r Ihe ll13n "\r:r"''''''h.'nl 'iI,......u"'.d n....r\..h). ,hall iml1l~I.h:.ltl.'ly b.:curn... du~ :.Ind r;l~';;abJe at the ol"inn of Ilu." ~h1ft!;a~cc. In su,h cv~nr Ill,,: ,\fnrt~3t:l"C ~haU h:lVl: the ri.!:!ht immcdiJlely lu (ur.:d\.'lio..thill lIIur1a::',.1.: b)' CI.'nll,l;ainl rClr In:!1 purl"U~.:,.and ",u:1I l.'t1mpl3inl m;qr t1c prosl:'l:ulcd lojudj:m"'!l1 :Ind l.'xcctllion a~d ~Jlc for the ('oUe-chon uf Ihe whol:: ;mhmnl \If lhl: indl.'hl\.",lnt.'''' :lIul inll.:',,,'st lh~r....un. indtllhn~ rl::.l.;unahlc :lltnrnC'')''~ f,.....'I. J.ny :unu\lnts adYancl:d flUfW:lnt tu tillS mOfl~;aJ:e. COlli!! of suit, :lnd CO~lS of :.;.a1.....ifl".""niu...cJ l1)' taw. I~) \\'1'Io.t,,'v~r, hy HI,,' 1,,'''"'' ,,1' this indrunh.'nt ur of 'i;Lill l.nan ^,:rl.'l:tnt.'nl. MQrl!::J.g~l.:' i... ,:ivcn al~Y o,,~iun. ,,",,'h urlio~ mOlY h\.' ~-"(crci~.tJ whem Ill..: ri!:hl 3t,.',,'fUIoIS ur ;at ~n,;, fiml,' th...r.::affcr. :lml no :1C'cl:p,:am..I.' by M(lClg~~c (If II:.Iymt.'IH of 4nl.kblcdncss In dd;mlt l'11;lU I.'UnSlllllte 2 W;UVl:r 01 2")' lkfaull thC'n ~.,i~lin~ .md cuniinuin~ I.'r tht.'f\:;ahl:r 2CI.'Ulint;. "-oa.s IftC-v. 4'7_' bOOK G73 rAGE !J:13 I Exhibit "F-" - -' -. -' -, -. -. - - --. - -' -. - -. - _. -' W. ,U}'" '::itl lut'll l" .:. .,. (",. ':'~'I f.~. .1.:: ("! ....i ""lJOQ("))> ==00< en ~ (") 3 (")0 g .., -I-g ,~ CD ,...,::J " ... , c: .. I '< -. O -':0 ~ :;3 ::J o Q. CJ'lC")J> OJ ~ d: en ~OO g CD 'z :Doz en ~, c~ en '< 0 Z c:n en CD ~::a ~~:!! (if en \;1::::;;l~ 3 (") -I~ZClm 0 CI:liz~ ~ ;;~lD~:Do c: ~::;;~~g 3 -:Do Z:I CD :Do c:n ~ CI m .., ~:Do:ltEz= Clm g~ m en ~ 0 CI CI -I :: m :I 9~> ;;clVlC , < (/)(/)0 ,on m~> I.- n -j -< ~II ZI> Z> C (/)Z< -< r; <:0111 >~I Z;;cl> >(/)z -j en ;;cl ~ "-J m 111 Om::O -'-jen w ~ ,l >4 ~~ n ,,~ FT1 'i: cn~ ~ ~ I /-~-'" ~~':~( \-?0 '-" -~ \","". " - . -~.~n::~:'i~1!~~<""'" -' :.::J -'J~~~ :'~L'. ~ ~ }' ";'."\ o en' o o c: ::J - ~ ;:~,~;!:tt~{ ';~_l bd~i'_"Cl .:.:. l'jl:liJ '.,1 \.,.. 'J': ., ~: \ \=\ ,[)'\ -\ --. -,....,j', '.' , -- } .j... i!\_:.;;~. 'i " i1i.ll{! , : . J '-} if'tt1 f j -"l J ,"j ,~. J ,~,., i J '~Uf .' ~ fl _"'~ C[ :~: '\~\ -~,;t '1, ()fl d ~ ; i J .f ~ J ~~g-o/r&ve LAW OFFICES law@romingerlaw.com www.romingerlaw.com 155 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 KARL E. ROMINGER, ESQ. MARK F. BAYLEY, ESQ. MICHAEL J. WHARE, ESQ. JAMES I. NELSON, ESQ. Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 TEL: 717.241.6070 FAX: 717.241.6878 March 11,2005 RE: Notice To Record Mortgage Satisfaction Piece To Avoid Penalty Name of mortgagor: HOCKLEY, Albert S. and Caroline M. Name of mortgagee: Beacon Consumer Discount Company Last assignee: N/A Date of mortgage: February 12, 1974 and recorded March 27, 1974 Amount of mortgage: $2,544.00 Recording information: Mortgage Book 575, Page 1047 Property address: 123 South East Street, Carlisle, Pennsylvania Loan Number: N/ A To Whom It May Concern: Enclosed please fmd a copy of the recorded Mortgage for the above referenced matter. Please close and satisfy the mortgage of record in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania. The party issuing this notice believes that the mortgagee of the mortgage described above has received full satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction fee, and that, where applicable, the mortgagee has been instructed in writing, effective as of the date and time of receipt of the mortgage payoff figure, to close and decline any further advances on any open line of credit that was secured by the affected mortgage. The party issuing this notice hereby requests that the mortgagee issue and present for recording a satisfaction piece concerning the mortgage or provider a satisfactory reason why the mortgage should not be satisfied to the party issuing this notice. If you do not comply with this notice, you may be liable for penalties and costs in accordance with the act of December 9,2002 (PL. 1530, No. 197), known as the Mortgage Satisfaction Act, or the party issuing this notice may be able to satisfy the mortgage without your consent. Sincerely, ~ MFB/tIp Enclosure Exhibit "F" ADVOCACY ADVICE ANSWERS .--- I THIS MORTGAGE. ....r.d "'0 1.1o........J?~~..~., .f....... Fe~). .. ............ I..?.~... ...w................!\L.!3..E:.~~....~..~....~.~.~KLr:Y ..........................CCr.:llcli.nc....U..Hcc!~l'!..,............... ....................................................................... ................. . h.'.... caU.d "Mo'Ir;I,O":' and nEACON CU[,iS DISC CO .' f"ennsrlvui. corpu.aUOft b.."lnl'" office and lllace or bUlln... II .......~5....N..JIII.N.Q.v:r::.R..S:r.......C.~rJ"IS.T.S................................................... . r.~..,'..nl.. ...... "U.d ..Mor......." WI2~'i1~ET\Jt".h.t 10 Ne"'. paymant by Mort,lcun ur . prl)mlSlury Not. of n... d'.a h't,with, In U" Flce Amount of NOI. of J................~.............. (..d/or .n, ran.wal. reftnlncanl Clf utendon thereor, or uthe, prom..ory Nnt. 01 0....' ......m.nllo pay which Iftl, be IUbll'lulad ..",dot.lny or III ofwh'clla,. herelnafl.r ,eferred to IS "1'ruminG'1/' Not"')- and arc olher abll.,Uons of Morla'IOr. unde, the term. Ind pro'Willon. o( Ihb Mort._.a. Mor'Plora du by IheN prt5enll Icll, .,.,,1 and con".y ~n Morts..n. ALL Ih. tollowlns d..erlbed re.1 "I.te .6Iu...ln the :~~:ou... ~ or g~~1.!:.~1~....~~~.~... CUURly of .....~~~~!?~::.;.~.~~......... Commonw",th 0' P~nnIYlnnl. desc:,lb.d II ("rownahJp) . . 'oUOwt: /flU" d~lCrlpno,. of ntO"'JGIf.d pn,nlJrJ /'1'0'" Mortpror', dud nEGI~NING at a point on the F.acrt aide of South Eaat Street, at the corner of propC'rty fortnerl~' of Andrm., nrmm, no~., of John Corn!!IDn, s!\id latter propert-.! bein:r Icnm., as No. 121 S. P:ast Street; thence East:\"3rdly along said Cornm(ln property, tlTvl throu:;h the center of the ?artition ~'lall beh.,een the hOUSe! on the lot her~i.n conveYe!d and the house ere!cted on the said Cornm.:m property ~n<l continui.n;! to the property of the Valley Uaill.mys COl"l.:\pnny, ^ diatancc of 1.2" feet more or less; thence Iloutlml.lrdly alon:! said Valley I~.:lil~!~~~'S Company land a distllcne of 15 feet, mt>re or leas to a point on the lond 110~1 or formerly of the H~ Linn }[cCulllou~h estatp.; 1:;\ence~.lc:;l"':.1Crdly /lIon!! the land of the said McCutlou:!h eat., a diatance of 12" feet to a point on said South East Street; thence Nort!warrlly alonr; saaid South E(lst Street, a d.istance of 15 feet, more or le~a, to the place of netP.nning, having thereon erected a 2'.; stot." frame d~'lellj.n!! house and other improvements kn~~n a~ 123 S. East Street. BEING pr.mt_ knOWll ood dll'.nll.d .L.M...........l:',.~....S....EA~.t....~:t............C..,r.li.s~e........<....."'.. ................... P.nn.yl..n.., ~"ftftl"dJ"r$1 CilJ 70wII .0" uf/k. cu".,ldto..id.Moll...ortbyo.edot Coa"',lnc. duly record.d In Ihe orne. (Of tb, RccOfdin. 0' O..da In .atd Ccun., In D.ed Book No. J;;:::l!.! ..... _'{l.~.._ . II ooJd p.._II "' 1....ln doK....... TOCETHEIt wt.b .U the buildlnp .nd Imp,ovlm.nll cher.on Illd addition, and .Jc....tlona the'.to, InchadlnClII1 aU'YI. ,.,.....wa,.. rl.hll. IIberUtI, "'vilcCd. h.....dl.."'.nl. .nd .ppurlenance. what,..."., chcrau.n.o belonlins or .p,.en.lninL heraln caUod th. Mor.....d "'emi.... TO HAVE ArlO TO HOLD the McwtPlcd 1"'ami... hereby .anlc:d and convcyed \lnlo Morls.,ce. to Ind for Ih...... and behoof or MOI.ppa, lis 'UCCItlOft IlIId ..tift., rOl."'.,. THIS MORTGAOE IS MADE subject 10 Ihe toUowtna coftdhionl. .nd MUIls.con .pn: I. lCort"SUft will mak_ ,II pa,menlt on the d.... d.,. Iher.of .nd perform all olher oblll.llon~ .. r.quir.d 01 prowld.d t.....tn and in ..Id proml.sory Not.. 2. MortlllOR wt.U p., wilen due .11 t.... .nd auelllneftl. Itvl.d or II.n..d ',Mnat ...d pr.m.... or u, pal.t 'h.r.ot. .nd will d.li.,.,. receipts .Jtenfor 10 the MO'IK.... upun requ..t. ]. MortPKor.- will ktfp the Improw.rncntl un laid prop~rt)' conl.anlly maured .sunat r&l'. and luch aU..' haa.dl. In .uch amount and wtlh .uch c..ri,ra .. Mort"... .ll.n .ppro... with Iou. it an,. p.yabla to Mon..... as l'ah".,...t may app..,. 4. MOI"PIOI1 wUl neUhet commit nor ,uf,c, any urip. w..te. Imp.lrm...t or d.tertorlrlon or Iha mort....d pramls.., .nd wUll'Nlint.ln Ih, lIme In lOod urdc' Ind rep.... . 5. In the evanl Ih.. Mons,sora d,r.ull In Ihe m,"'n, 0' III)" payment due .nd payabl. und., IIh' promluor, NOle, or In the kearlnl .nd performance by MWlcacon of any of 1t,1t condiri~n. or cO"c..n" at thil Mort.... at &aid prDmiuor, Not.. Mort..pe me, rotlh.wilh btine IIn ",liulI of Murtglllll: (o"urcclolurc herlton. ut IMUtUI. oth.r foreclosure pror.:eadlnp upon Ihll Mort."II'. .nd nlll)' rrUl::eel.! to julolgmeu. and u:ecutlon to 'eeo"'r II.. bailaA'. due Olll. .aid promluury NOla .nd .ny other sums Ih.. nuy he ,hl~ (hcrll:unllcr. inch.din. ."orRCY f~~. of & 5" of Ihe bill.ne. due Ind pa,.ble on .aaJd prolldu.ory Nut.. CO.I. of lull, anl.! ('0,1' of ..Ie. 6. Mor'.....,.. .nd .ach of Ih~m, herltby ~ty~ .nd r.:ICIIStI all henefit And relief from .ny and IU .PPCII~',m.nt. ",y .ad eX.lap.ioR l.ws. nuw In rUr~. (H' hC'tuhcr 11.!~C'd. .:lIhc, rur Ihe bc'nefit or relief of Mfltll.Corl. ur Umllln, 'he balanc. duo under s.id pramillor, Not. tu a lunl nOI In u.:,'u af che amuunl .CIIIIUy paid by Ih. purch.ser of Ihe Morl....d Pr.mi.n AI c ..I. thl,:reof I. .ny iudicial plfJ~CII'dillp UPUR IIi"'" pronMISIM" NOlo: Of' upon Ihi. Murtpllt. or exemplinl Iho "orllllacd '''emhn or .ny olher 11rcmi$c$ at IN'ulll:'rl)'. teltl u, pcnORlll, 0' .ny par. ur Ihe prOCelld. of IIle Iheleof. from .Ua<hm.nl. 11'''''' or sate under clu:c\tliun. ur l'ruwldlllK fur III1Y llay of 'Iucution ar o,her ,..,ueeas. alUT PROVIDEn ALWAYS.thell' M"rlr.iIltt')nl du p.,. Of t:uu f1d5 Morelll,O 11111.1 tho deb' bereby ,'cu'~d to b. pal.;l in 'ull. on Ih. day_d in th, ...ar:cr pro.,;d.d In s.ll.! prnmislO,y Note. lhen this MutllllllC and the c~I.(e heuby Runt.1i .h,n c.... Ifld ekl.,mlne Iftd become 'old. any'h'", horeilllo Ih. ,onlr.,y nOlwiltbl.ndlRl- n. rOilHlnlUll' herein eonl.tnod shall bind. .nd the bell,nll ,,".1 l&l.!vlIlIl.K~' ,han lnur. 10. Ihl' uJpcctin b.lft. .ucyton, .dmlnllltltor.. ' .uee..Oft, In&! Issien. 0' the p....iea heroto. Wheneve, l,f:ilcl.!. Ihe :ilincullt nUlllbc, slIlIlI includlll the plural. Ihe pl."..1 the ,inful.r, .Ad the ut of allY .."dr.r shall be .pplicable to .Uscndc,s. h,me.t or this MortPlifII sul)j.ct.,lo eh. tC'rma and nndiHon, of ..id promi,sot). NOI',of 'tven d.le b.lwNn Mon,llo" .nd Murtp.... IN WITNESS WHEJU~OF. ,... ...l.! Mo,t...olS ".". ,i.net! thi!l MI1t1tt:l'.. with ..,It',) .mud, on Iho d.t. rarU .bov. ,,",llIen. 51....... lie.... .n. n.U....d I. ". :o....n.. of' I" ~,? ~ .:....+~.:;...,.., .odie.........A.. ..... .. ..J..-&~.. .&... ....... . (SEAL) . .........~ ,\~. :: I. (/, ..'......"'... t.....,." ~~ - ---I- V'- .0;.J...... .'. >-r- J~I-"'. D. '-,.rr;' ij L) :~. ..,~,"". 7-...,.....::..... ~.l{:."""'..".!:'::':Gi (j)..........r..:..LIJ..( ...... .'- ._......... (SEA .' d fe: \ ~. '1f:~}" 'j ;/. -:._.f..:.:...................._......................................._..................- (SF.AL) . ..\:::. 'J't :,w,'\'.::-' ()-~: k80/~ ~~...............................__........................_......................_.......... (SEAL) ',. :". .... ," \, . ;"-'. .'- t', /l::;, - -r: .4'- """" ....O.i:'S~:,;,~tIJ~.'{,'.;, \", BOOK :>/;) PAG[lU'll " ""'11., "\'~rl,~:ot. CIoI,..1:1 (..... 1_' ':...1001. U \ II, ."!. .. "'\'1-c....I~.ln'.~.on. ac,....... J....~. 411 ...~~ .--..-----------.-. Exhibit "G" .... ....1 o .... "I I "I /p. ~ t~ \". tit q.l (:J !..I. p -- - o C/')C"))> ,~~~ c:oo....z z....c:n....c:n >oc:mc: ~mn.'" m!:::Z:~:!! ....~zm~ o::ac:om .,,>_z:!i 0==0> ::a::;;;....o ~>_:lll:o ~c:nc:n~::a o>~~~ g::;:zc:n ::a.... m c:n c:n ~ 0 o .... :z: m ::a -z. <1' -z:....- ::9.~CIJ ::::.....CD enzm 00(') ::J;:a.o . ::T::J ~~b> ::J m ::J ::J -'en en ::J c 'So ro 3 D1 (jJ CD ::J CD ... Dr - g en ..... (') ~ ~ o - () o 3 '"0 m ::J '< (') )>-')> ;;t:j~c !:: < VlVlO ,on m__> , I..-. n -o-i-<r m I I > ~I)>~ ~~ Vl)>CO -<ZS'TIl <o~~ )>;;;I~~~ Z;;t:j)>(I) ~ )> Vl z (1~ -,-illl ~ ;;t:j~ . 'I m 1'1 ~ Om:U ~ -i III ~ ~ _..,<<~ -;-C;-~: :Or" ". ',,;:, , !~~i~J) " -"".1 ~J .' d .~.1 \.;1.1":i.~n.-.:. ~, :~''l':: , /111( I t~'i ; \ rft \ ~ '-;'. -\ \ " " I ,.J j I j I , l~ J Ii . oj i , ' , ;. ,~ ,. ;. .~g-~ke LAW OFFICES law@romingerlaw.com www.romingerlaw.com 155 SOUTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 KARL E. ROMINGER, ESQ. MARK F. BAYLEY, ESQ. MICHAEL J. WHARE, ESQ. JAMES I. NELSON, ESQ. Beacon Consumer Discount Company 58 North Main Street Pittston, Pennsylvania 18640 TEL: 717.241.6070 FAX: 717.241.6878 March 11, 2005 RE: Notice To Record Mortgage Satisfaction Piece To Avoid Penalty Name of mortgagor: HOCKLEY, Albert S. and Caroline M. Name of mortgagee: Beacon Consumer Discount Company Last assignee: N/ A Date of mortgage: August 4, 1977 and recorded August 10, 1977 Amount of mortgage: $2,628.00 Recording information: Mortgage Book 627, Page 364 Property address: 123 South East Street, Carlisle, Pennsylvania Loan Number: N/A To Whom It May Concern: Enclosed please fmd a copy of the recorded Mortgage for the above referenced matter. Please close and satisfy the mortgage of record in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania. The party issuing this notice believes that the mortgagee of the mortgage described above has received full satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction and payment of all amounts secured by the mortgage, including any applicable satisfaction fee, and that, where applicable, the mortgagee has been instructed in. writing, effective as of the date and time of receipt of the mortgage payoff figure, to close and decline any further advances on any open line of credit that was secured by the affected mortgage. The party issuing this notice hereby requests that the mortgagee issue and present for recording a satisfaction piece concerning the mortgage or provider a satisfactory reason why the mortgage should not be satisfied to the party issuing this notice. If you do not comply with this notice, you may be liable for penalties and costs in accordance with the act of December 9, 2002 (PL. 1530, No. 197), known as the Mortgage Satisfaction Act, or the party issuing this notice may be able to satisfy the mortgage without your consent. Cw Mark F. BaYley,_~uire MFB/tip Enclosure Exhibit "R" ADVOCACY ADVICE ANSWERS - /' r,:S:TiG;1C, o ~.~~.S..~.I.~.~~.~'Y(i.~~.~:~~J:~c:'~1~:::&.::q:~i~~?i~~:::4~~}~J~Y.~::::~:i.~:::Qr.:~~.~::::::::.~~.:=~.~~:::::::::::::::::::::::::::::::::::::::::~:::=:...: "cr~in c~lI.;d ..Mon;:.i'on.... ;nd ::Sf,CO ::;C::::; DI:C co . II j'cnnsylvani. clUpouCiun havin~ ,}n ()((j(~ .noJ pl:,cll of busincu. It .....................2.4,., ~:.. ::'.'':':'::;':'::''~ ..Gr~..-C.:21rIBIZ..........................n......................... . lJcnn.s)llv:ania. l'l-=rcin Cllllcd UMortl::aace." WIT~:C~C.F.Trl. :h:.t 10 s('cure p.1)'m,'nl by MOrlta;ou of:a {'rominary Nore of C!ycn dale" herewith. in Ihe fOlC-= Amuunl 01 NOle of S...2:c.;::...;..::-,~.~......... (:andiot In)' r~'n~.....~!, r,-r,(\an.::". or uh;nslon thereo', or olher prom:uOlY NOle or olher ;agreement 10 p:oy .....hlch M:ly he iub\cihH.:d \:d':dr,r, an" or:lll oJf ,..l'\i..:t'l.:.~e ho:r~m:.rll:'r rc~.:'rtC!d 10 as "promi:;.sory Nor~") and all caher oblip1ion~ o( Mortt:~.l)n. u.nd~r Ihe lerlT\S end ?rtn',.loIonli 1)( thu Mvrl...go:. r.tor~;::'llors do by Eh~5C pr.:scnl$ 5-::11. IranI anLl con~~y 10 Mortll.~l:ec, ALL I~l: rolluwine dClcribcd tcal estate . . (~ity ,) Ca.rli~le C"'-~::erlo.~d SlEualc In thl: ([;orl)ugh ) of ............................................. County of .............................................. Commonwe.llh of ".ennsyl~lania. a,cscribed ~ (To""'nshi~) rollo....'J: :nurr drKriprlon of ,"O"PG~d prt!1n;ul/,.om Morr.GIOr'S derd EEGJJ-nr:i:?'::} at a :poir~t on the E.:'..St :1ide of South East Street, at the corner 0:' property forr.;crly of Ar.d!'cw Erewn, now of Jehn Corn:r.ll:\, saiel latter propert-J beinG kr.~l as ~:o. 121 S East Street; thence Eastwardly clonG said Cor~an property, and thrc~;:;h the center of the r:arti"ion ,,'0.11 between the hO'..lse on the lot herein conveyed and tl h~..lse erected on the said corn.~n property and continuing to the property of the 'fally R::.ilw::,:,'s CO==!lany, (1. distance of 120 feet :!lore or less; thence southgos.rdly alo~: said Valleyaail~lays CO==!lcr,y land a distance of 15 feet core or less to a point on the land nmJ or forlr.erly of the ,I. LiM l-lcCullough Estate; thence westuardly along t~e land or the said Il.cCullc~h Est. a distance of 120 feet to a noint on said South East Street; thence Nortbm..rdiy :l.long said South East Street, a dista.nce of 15 feet more or less to the place of BEGIJn,ING, having thereon erected a 2t story frame dwelling house and other improveJ:lents known as 123 S EAST STREET. B1:INC premises known .nd dcsizn.ced .L..............................J..?3....~......~.;:J.1t...S.'t..."...C3.rli:sle................ ................... Pennsy-luRie. $t"rt AdtJ,.us C,ty TOWlI Pou Olfic~ connyed co said M.-.rtW:310rs by Deed of Convey,nc. duly recorded if' the ofliu (or Ihe Recordinl or Ondl in laid Counly in Dud Book NJ:.:l~.... PQ;ot4.'J.~......... as ....id pt'cmises arc Ihll'r..:-in described. TOGETHER wilh ..II the MllilliinG!!. :and imrrovcml:ntll fhereon lIRd ..d.;litions and alteritlions thereto, inc:ludin, all IIlh:ys. passatL.:wal$. riCbh-. Ii~tties. privilc;;o:s. hc:rcl.lilam..:-nU :and :appurtlnanus .....h:alSOl:vC'r Ihereuntn bdonKin. or :r.PPculinina. herein c:.Uc:d the Mort'iIo5c!J 1"l:misC:J. TO HAVE AND TO HOLD the Mortr3Jcd rrcmises hereby craRted and conveyed unto MOU;.)III'C. to InlS (Or Ihe use and behoo( u( MorcPle., ill,uccnlon and lIuiens, (ouYcr. THIS MORTCAGE IS MADE subject ~o the roUowine c:ondirions. and Motl8a~on; alf..: I. Morer-a;o" will m:llkc all payments on the due date thereof i'nd perform all other obhe.lions IS rel.luired or provid.d herein and in .aid promi"ory NOle. .' 1. Mnttr.:lCI'Jrs will pny '41'U~n d~ III lues and Assessments levied or &ucsstd Illinlt nid premises or any put Ihereof. and will dl:livcr receipts therefor 10 11'111' Mott!:3lee upon request. J. MorlPIOtS '4-111 keep the improvem~n~!i:.;nnid i.\r'~pJrIY cr'l4~a.U(.il\lur.d a.a.inst (ire and SLlch olher haurds. in such amount land will'l sLlch c.arrien al Moil;liCC st\aU approve, wilh 1051, if any. plylble to Mortplc. II iEI internt may appear. 4. Mot(~allion will nei~her cOR,mic nor .uf(.r any sUip, waste. impairment or dctcrioralion 01 the mOtfPC.d premises, and will m.untain the same in Jood Mdcr 3nd repail. S. In Ihe eyent rh.)E MongalOrs default inlhe mlkiftl of :lny p:aym.nt clue and payahi. v.nde1' said promissory NOlII', or in ehe kcerinc and perform:..nco by Mortc.l!:ors of ;lnyof th~ conditions or Cow'..nt, or this MOUlage or sahl promiSSOfY NOlO:, h1nrI13C~c may (Qrthwith brine an AcHon or Morteale For<<lo'ure herc=an. ~ inslitule nlher foreclnsure proc~cdinp upon Ibis Marleaee. and may proceed 10 jud;mo:nl and uc:culion to r.co...er che b~ance due on ,aid promi~soty Nnre and any oth.r ....ms Ihar molY be d",. Iho!'rcundcr. includinl .uorn.y rus of 15" of the balance due and p::r.....bte on said promiuory Note. co,ts of suit. and COIlS of sale. 6. Mot1g:lr.ors. and ':3ch or them, hereby \Wi...e and rel...,e aU b.:n..it and rdief from any and en appraisement. stay and exemption laws, now in (orce or herufter p:lssed. either rnr Ihe b~neftt or reliel of MotlPltan. OC' Ilmilin. Ihc balance due under said promiss.ory NOle 10 a .um nOI in nens nr the :lmounl actually paid by fhe purchaser or the l.toffla'::cd P;ltmu..:5 :u a ,;Ic Ih~rco( in any judicial proco:edinp upon 5:llci promissnry NOle or IIpon thi$ MOrlj:l~, or ~..emphRI the MnrqO;:'1::ed PrC_NUS 01 an" olhet pr.mi5U or prop.:rty, real or per~an:al. or any part or lhe proceo:lS, of sa1< Ihereof. (rom aUoJl.:hmenl. levy at Solie under eUCutlOn, or ~rovidin, ror any sCay of execucion or olher pmce5S. BUT PROVIDF.D ,\l.WAYS.lhar i( MorllC'aa;l)rs do payor caus. this Mnrtlale andlhe de hi hercby secu~d to be pJ.i,J in full. nn the day :lnd in the moJnner pro\iu(;a1 in said l'romissory Noel'. then lbis Morlcale and tne esCate h~rcDY p'antll'd shall ce:t5ciond (jcCermine and bcC(fmc yoid, aRytbil't1 l\cr-::in to Ihe ('onl(31y nOlwilhuandin~ The coven:anls herein Ctlnlaincd shall bind. and the benonts and 3civanultes thall inufe 10, lhe rc..pectin heirs, ~ucllrors. 34minlslr:unn, succcssors. and au,inns (J( Iho pllof1leS hereto. When......' used. the sin,lIlat number sh:.lJ include Ih'!: plllral. thc plural lhe ,in,ul~r. .3Inli lhe UN or any ,cndcr shall be apr1iuble to.1I ;cndcrL Paymene or IhlS Mortl"ZC is subJcct to the lerms and conditions of said promiHory Note o( eyen ~tc hclwun MOftla;ors and MorlPltu. IN WlTNESS WHEIUiOF, the said MorClalan h.ve silned this Mot.llalc. with sca1(s) arfhed. on thc dale first above wrinen. SilP'.d. Scaled and Oelivered in Ihe Prescnce or: F:j~-g;''-;.i:.:~~1~ .. tt. GO'.. .,J' . "" ......'.:-. _..... . ',:/ \.', ..... "" ~.,., public " ~ ,;,..w.;..:r:.. ~l."~ P.. ..u S,\.l\~'~'"\. C..",bOf:~~~ ~ Sept. I. ,q" nOOK ICn~JM ~"~\'C:~mhs.10" c~,.f. ~~~~/~.t~4...,..."....,(SEA~) .($Jd~~..................._..........(SEAL) ......._................................._....._........._.._......_....:.____.. (SF.A~) ......................_..........._.........__......_..............._.._...._._ (S~ALr f;2? PAGE 36,1 i ~ ~ ~ o I I I I j I I 1 J 1 I t i ~ I I I i I l- ; ~ I I r I I f , I . !:.~~ t~~ ttf. ~ I.;. m +l ., i..... ~..i "r" Exhibit ""C(J'IaJ -. Q) CD ~z~ cog ='9: ;'s:b' ~ e!.~ O ='='c Ulcn3 '<-CD <..,.., en C'):l> I.\) m 0 =' --. ~oo Dr ~ ,a~z ~ g COO-tfn 0) =' z-tfn",c ~ _ :~~~i 0 () r-r-:C-tn 0 ", < z ", ;;; 3 -t",CClZ o:=sz-t "0 "':CIlO> I.\) o ", -t Cl =' ~:;;~;g '< >~fno", :>~~= g;: :=-t ", fn ~ 0 o Cl -t :c ", := - - - - - :::.... ~-.r: ~ f '~ 9u;~ l ;;0 U'l < ~~ CVlO ~ 0 ~ ~ m .- n i ~ ~ ~ -<)> ~ ~I I ~ ~ ~~~Ol~' VlZS~ ~O~n~~' j;<11T1 ~ Z~)>(J) ~. - Z )>VlUl -,;;3~ ~ ~a ~ ~ ~ 'rr2.,t ,~i?J :'~m'r,!"j } '~.J ;~:,~:\ t~<llJ <, r~:l t~l\ \;\ ~ . -:.' \ \~,' ),: 'j ~o'q: ..., ".h' --',I J"'I-, :j I t: ~\ \'\; ,\ ~, ~ ~ ~ ' .. IN RE: ESTATE OF GERALDINE MAE HOCKLEY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-10 IN RE: PETITON TO SATISFY MORTGAGES OF DECENDENT'S ESTATE BEFORE OLER, J. ORDER OF COURT AND NOW, this 9th day of April, 2007 upon consideration of Petitioner Sammy E. Hockley's Petition To Satisfy Mortgages of Decedent's Estate, and for the reasons stated in the accompanying opinion, the relief requested will be denied, without prejudice the Petitioner's right to utilize the procedures delineated in either 21 P.S. ~ 681 or the Mortgage Satisfaction Act of 2002, 21 P.S. ~ 721-1 et seq., as the case may be. BY THE COURT, Karl E. Rominger, Esquire 155 South Hanover Street Carlisle, P A 17013 Attorney for Petitioner Q :::-- ~ ~., -, ~'!I > '.-.~- - -,1 ~ co a (..J '^ .. IN RE: ESTATE OF GERALDINE MAE HOCKLEY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHAN'S COURT DIVISION NO. 21-04-10 IN RE: PETITON TO SATISFY MORTGAGES OF DECENDENT'S ESTATE BEFORE OLER, J. OPINION and ORDER OF COURT OLER, 1., April 9, 2007 The Petitioner, Sammy Eugene Hockley, in his capacity as executor in the estate of Decedent Geraldine Mae Hockley, through his counsel, Karl E. Rominger, Esq., has filed a Petition To Satisfy Mortgages of Decedent's Estate. The facts alleged in the Petition To Satisfy Mortgages can be summarized as follows: The Decedent died on December 25, 2003, and to date Petitioner's counsel has been attempting to complete the administration of the estate.l The decedent's property was subject to several outstanding mortgages, which the Petitioner believes were paid and which need to be satisfied of record prior to settlement of the estate. 2 Petitioner's counsel has attempted, without success, to contact the holders of the mortgages.3 No creditors to date, including the record Mortgagees, have made a claim against the estate.4 I Petitioner's Petition To Satisfy Mortgages of Decedent's Estate, paras. 1-2, filed F~~~ 6, -.J . . . . . '..;--1 :":'Jbo 2007 (heremafter PetitIon To SatIsfy). ..., --n ...."\...} 2 Petition To Satisfy, para. 3. 3 Petition To Satisfy, paras. 4,8-10. ~o 4 Petition To Satisfy, para. 14. (,,,,) 0' DISCUSSION Counsel for the Petitioner seeks to act pursuant to 21 P.S. ~ 688 to secure satisfaction on the record ofthe mortgages. This statute reads as follows: In all cases where the legal presumption of the payment of mortgages shall exist from lapse of time, and no satisfaction appears on the record thereof, it shall be lawful for the owner or owners of the mortgaged premises to apply by petition to the court of common pleas of the county where the mortgaged premises are situate, setting forth the premises, and also the name of the holder or holders of the mortgage, if known, and if not known then stating that fact, whereupon the said court shall direct the sheriff of the said county to serve a notice, stating the facts set forth in the petition, on the holder or holders of the said mortgage, if to be found in the said county, and, in case the parties aforesaid cannot be found in the said county, then the said sheriff shall give public notice as aforesaid, in one or more newspapers published within or nearest the said county, once a week for four weeks successively prior to the then next term after the petition as aforesaid shall have been presented, requiring said parties to appear at said term and answer the petition as aforesaid at which term, should any person or persons appear, claiming to be the holder or holders of the said mortgage, the said court shall enter a rule on the person or persons claiming to sue out a writ of scire facias to the next quarterly or monthly return day, to which it shall be lawful for any party to appear and defend as is now authorized by law, as to writs of scire facias, and in default of a compliance with the said rule, and in the event of a nonappearance of any person to answer the said petition as aforesaid, the said court, being satisfied of the truth of the said petition, are hereby authorized and required, at the same or any subsequent term of the said court, to decree and direct that satisfaction shall be entered on the record of the said mortgage by the recorder of the proper county, on payment of the costs due relative to the entry of said mortgage or any proceedings thereon; which said satisfaction so entered shall forever thereafter discharge, defeat and release the same, and shall likewise bar all actions brought or to be brought thereon, as fully and effectually to all intents and purposes as if the satisfaction had been entered 2 by the legal holder or holders of the said mortgage. When a mortgage contains no fixed date of maturity or date of payment, it shall be deemed, for the purpose of having satisfaction entered on the record under the provisions of this act because of a legal presumption of payment from lapse of time, to have matured and the payment thereof to have become due one year from the date of acknowledgment of such mortgage. However, pursuant to Pennsylvania Rule of Civil Procedure 1068, 21 P.S. ~ 688 has been suspended indefinitely. The note following Rule 1068 states that the statute was suspended. It would appear that, depending on when the mortgages were allegedly satisfied, Petitioner should have proceeded by an independent action pursuant to 21 P.S. ~ 681 or the Mortgage Satisfaction Act of 2002, 21 P.S. ~ 721-1 et seq. If the mortgages were satisfied prior to the February 7, 2003 effective date of the Mortgage Satisfaction Act of 2002, Section 681 would apply; ifnot, Sections 721-1 et seq. would apply. Section 681 provides: Any mortgagee of any real or personal estates in the Commonwealth, having received full satisfaction and payment of all such sum and sums of money as are really due to him by such mortgage, shall, at the request of the mortgagor, enter satisfaction either upon the margin of the record of such mortgage recorded in the said office or by means of a satisfaction piece, which shall forever thereafter discharge, defeat and release the same; and shall likewise bar all actions brought, or to be brought thereupon. Section 721-4 provides a similar process for satisfying mortgages: Every mortgagee shall, upon receipt of payment of the entire mortgage obligation and tender of all required satisfaction and recording costs, present for recording in the office where the mortgage is recorded a duly executed satisfaction piece in substantially the form set out in section 5 and acknowledged as provided by law. The satisfaction piece when recorded shall forever thereafter discharge, defeat and release the lien and debt of the mortgage. 3 Section 721-6 reqUIres that a mortgagor send notice to the mortgagee requesting that a satisfaction piece be entered in a similar fashion to the terms of section 681. Where service can not be made in a conventional manner, a special order in the context of the suit regarding service may be sought. One legal problem which may arise in the attempted satisfaction of the mortgages is that the Petitioner is not the actual "Mortgagor" as is required in both Section 681 and 721-6. The Superior Court in Noel v. First Financial Bank, 2004 Pa. Super. 278, 855 A.2d 90 (2004), recently held that the "Mortgagor" had to be the party who fully paid the mortgage. This issue has also recently been addressed in this county by Judge Guido in Lyons v. Wachovia Bank National Association, No. 2002-5032 Civ., Slip Opinion (Cumberland County Ct. of Common Pleas June 21, 2006). In Lyons, the plaintiff was a subsequent purchaser of property and thus under Noel, lacked standing because the plaintiff, not the party who paid the mortgage in full as required by section 681. The present case however, would appear to be distinguishable from Lyons, because here it is the personal representative of the payor/mortgagor who is attempting to secure record satisfaction, whereas in Lyons it was a subsequent purchaser of the property. For the foregoing reasons, the following order of court will be entered: ORDER OF COURT AND NOW, this 9th day of April, 2007 upon consideration of Petitioner Sammy E. Hockley's Petition To Satisfy Mortgages of Decedent's Estate, and for the reasons stated in the accompanying opinion, the relief requested will be denied without prejudice the Petitioner's right to utilize the procedures delineated in either 21 P.S. ~ 681 or the Mortgage Satisfaction Act of 2002, 21 P.S. ~ 721-1 et seq., as the case may be. 4 Karl E. Rominger, Esquire 155 South Hanover Street Carlisle, P A 17013 Attorney for Petitioner BY THE COURT, sf 1. Wesley Oler. Jr. J. Wesley Oler, Jr., J. 5 In Re: GERALDINE MAE HOCKLEY ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0010 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 04-09-07 JUDGE'S INITIALS: JWO TIME STAMP DATE: 04-11-07 IN RE: ORDER OF COURT IN RE PETITION TO SATISFY MORTGAGES OF DECENDENTS ESTATE. BEFORE OLERJ. OP\0\0'0~ Drr\.er ~~ O\-€.r:) """""""""""""""""""""""""""""""""""""'\\"""""'\\"'\,\"""""""'\\\""",'" SERVICE TO: KARL E ROMINGER ESO METHOD OF MAILING: ENVELOPES PROVIDED BY: ~ USPS DRRR o HAND DELIVERED o OTHER_ o PETITIONER ~ JUDGE o CLERK OF ORPHANS COURT MAILED: 04/11/07 """""""""""""""""""""""""""""""""""""""""""""""""""""""""""""" SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: o USPS DRRR o HAND DELIVERED o OTHER_ o PETITIONER o JUDGE o CLERK OF ORPHANS COURT MAILED: ~w g~r of Orphans' Court Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 11/28/2007 HOCKLEY SAMMY E 442 N WEST ST CARLISLE, PA 17013 RE: Estate of HOCKLEY GERALDINE MAE File Number: 2004-00010 Dear Sir/Madam: /"..j = '= -...< ~ C) ....::.: N co -0 :Jl: ~ ..r::- en This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 12/25/2007 -"..",., ~\../ 11"' cj (~ -b \.j "-"') ':::; -~'-~) -", --" cS rTj c;>, Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, '" .if' Ii ,./j " l"f4' /A (l.t:?/1:.,'!..z ,~ ,':', h!....~//,/ ,kUtc'z<c"f;:et:;fA1.j Glenda Farner Strasbaugh Clerk of the Orph3ns' Court cc: File Counsel Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF (! {I m~td/fIJ D COUNTY, PENNSYL V ANlA Name of Decedent: C[~d 111"'P rn~ Date of Death: / ~~6 plld 3 jJe elfJi File Number: ;)/-0'(/-10 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . " 0 Yes l1'N 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: [(6 1/ 2007 3. lfthe answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes DNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ......"........................ DYes DNo d. Copies ofreceipts, releases, joinders and approvals of formal or infOlmal accounts may be ~ ;:~: the Clerk of the Orphans' Court-=?ed to this report. / Date Signature of Person Filing this Form C/"t ..::r o Lt....; f:'\ .' ~,--~ L..,;:_ c> c:. t.L1 r."oc~ w w c::l r-- = = C"-l cf 1-- c= =; (~:; L.:: ~c: en ~~~; ce. > O. ~, -, C5 Capacity: DPersonal Representative ~unsel ~~L r ;::g/MJ~f~-/ Nafne of Person Filing this Form /55 6. )JO/j('JVt'L SI-- Address far /Is./e ()/) /70/3 " ~l/ 7-,;)'// - {,p"70 Telephone :x: 0- " ..:T , Form RW-10 rev 1013,06 1 15056041125 REV-1500 Ex (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 ~~ ~, f ~ r~ Harisburp, PA 17128-0601 RESIDENT DECEDENT `-~ V ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 2 2 2 7 3 1 0 1 2 2 5 2 0 0 3 0 5 1 5 1 9 2 6 Decedent's Last Name Suffix Decedent's First Name MI H o c k l e y G e r a l d i n e M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust _ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number R o m i n g e r & A s s o c i a t e s 7 1 7 2 4 1 6 0 7 0 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY 1 5 5 S o u t h H a n o v e r S t r e e ~-, ~..~ First line of address ~= Second line of address City or Post Office C a r l i s l e State ZIP Code L P A 1 7 0 1 3 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) 7 f ~ ,l ~.. ~'~ ~ ~~~ r-~ ,~~ r .._ ~ ! J '; j'--j D~4'F~ FAD t7 c ~ (~~' -,J =-i N ~-~ ~: ~ 2~ r -- -%~ Correspondent's a-mail address: Under penalties of perjury, I declare that 1 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 O~~~S~ RESPf]l;,iSIBI,F, F,O~R FRETURN DATE SIGNATURE QF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRE S 155 South Hanover Street Carlisle PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 15056D41125 J 15D56042126 REV-1500 EX Decedent's Social Security Number 1 8 2 2 2 7 3 1 0 Decedent's Name: Geraldine M. Hockley RECAPITULATION 1. Real estate (Schedule A) 1. 2 8 8 0 8 0 2 ........................................ 2. Stocks and Bonds (Schedule B) ............................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages & Notes Receivable (Schedule D) ..................... ... 4. 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) .... ... 5. 8 5 2 2 • 2 8 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested .... ... 7. 8. Total Gross Assets (total Lines 1-7) ......................... .. 8. 3 7 3 3 0. 3 0 9. Funeral Expenses 8. Administrative Costs (Schedule H) .............. .. 9. 1 2 4 8 5 • 6 6 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......... .. 10. 8 6 0 9 • 9 9 11. Total Deductions (total Lines 9 & 10) ......................... .. 11. 2 1 0 9 5 , 6 5 12. Net Value of Estate (Line 8 minus Line 11) ....................... .. 12. 1 6 2 3 4 6 5 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 6 2 3 4 6 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1,2) X.0 15. 16. Amount of Line 14 taxable at lineal rate x .045 1 6 2 3 4. 6 5 16 7 3 0. 5 6 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ................................................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042126 7 3 0. 5 6 0 15D56042126 J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Geraldine M. Hockley _ STREET ADDRESS 123 S. East Street _ CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty File Number 0 0 730.56 1, 797.38 Total Credits (A + B + C) (2) 1, 797.38 Total Interest/Penalty (D + E) (3) 0.00 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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 the TAX DUE. A. Enter the interest on the tax due. (4) 1, 066.82 (5) 0.00 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT 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 : .................................................................. .... ^ ^X b. retain the right to designate who shall use the property transferred or its income; ........................... .... ^ ^X c. retain a reversionary interest; or ............................................................................................ .... ^ 0 d. receive the promise for life of either payments, benefits or care? ................................................... .... ^ X^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................... .... D X^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ..... .... ^ X^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................................................................................. .... ^ 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, 1995, 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 statute does not exempt a 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 (O) 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 Pineal 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT OF FILE Geraldine M Hockley 0 _0 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value ~ defined as the pnce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. oe~i nrnwrfv ~ul.irh is ininllv.nwnatl with right of sulViVOrshio must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 123 South East Street, Carlisle, PA, Estimated value on original return was $51,000.00 28,808.02 Real Estate acutally sold for $28,808.02 TOTAL (Also enter on line 1 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE FILE NUMBER Geraldine M Hockley 0. 0 All property jointty-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER _ DESCRIPTION OF DEATH TOTAL (Also enter on line 2, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) REV-1504 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY•HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF n~c nvmocrc Geraldine M Hockley 0 0 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH _ _ TOTAL (Also enter on line (If more space is needed, insert additional sheets of the same size) REV-1505 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE C-1 CLOSELY-HELD CORPORATE _ STOCK INFORMATION REPORT ESTATE OF FILE NUMBER Geraldine M Hockley fl C- - - ---- 1. Name of Corporation State of Incorporation Address Date of Incorporation City State Zip Code Total Number of Shareholders 2. Federal Employer I.D. Number Business Reporting Year 3 e of Business T ProducUService . yp 4 . Common $ Preferred $ Provide all rights and restrictions pertaining to each class of stock. 5, Was the decedent employed by the Corporation? .............................. ......... ^ Yes ^ No If yes, Position Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent? ....................................... ^ Yes ^ No If yes, pravide amount of indebtedness $ 7. Was there life insurance payable to the corporation upon the death of the decedent? ......... . ..... ^ Yes ^ No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? ^ Yes ^ No If yes, ^ Transfer ^ Sale Number of Shares Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers andlor sales. 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? ............ ^ Yes ^ No If yes, provide a copy of the agreement. 10. Was the decedent's stock sold? ................................................. ^ Yes ^ No If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? ....................... ^ Yes ^ No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? ...................... ^ Yes ^ No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. ~ ~ •- ~ • ~ ~ A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete addresses and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation. TYPE TOTAL NUMBER OF NUMBER OF SHARES VALUE OF THE STOCK Votin fNon•Votin SHARES OUTSTANDING pAR VALUE OWNED BY THE DECEDENT DECEDENT'S STOCK F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. (If more space 's needed, insert addfional sheets of the same size) REV-1506 EX + (9-DO) COMM©NWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT ESTATE OF FILE NUMBER Geraldine M HockleV 0 0 1. Name of Partnership Date Business Commenced Address Business Reporting Year City State Zip Code 2. Federal Employer I.D. Number 3. Type of Business ProducUService 4. Decedent was a ^ General ^ Limited partner. If decedent was a limited partner, provide initial investment $ 5. PARTNER NAME PERCENT OF INCOME PERCENT OF OWNERSHIP BALANCE OF CAPITAL ACCOUNT A. B. C. D. 6. Value of the decedent's interest $ 7. Was the Partnership indebted to the decedent? ................................ ^ Yes ^ No If yes, provide amount of indebtedness $ B. Was there life insurance payable to the partnership upon the death of the decedent? ........ ^ Yes If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82? ^ Yes ^ No If yes, ^ Transfer ^ Sale Percentage transferred/sold Transferee or Purchaser Consideration $ Attach a separate sheet for additional transfers and/or sales. 10. Was there a written partnership agreement in effect at the time of the decedent's death?...... , . ^ Yes ^ No If yes, provide a copy of the agreement. 11. Was the decedent's partnership interest sold? .................................. ^ Yes ^ No If yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? ................. ^ Yes ^ No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners? ......................... . ...... ^ Yes ^ No If yes, explain 14. Did the partnership have an interest in other corporations or partnerships? ................. ^ Yes ^ No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. • • •- • ~ ~ A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete addressles and estimated fair market values. If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. Date ^ No REV-1507 EX + (6-98) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF riot numatrc Geraldine M Hockley 0 0 All properly jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TOTAL (Also enter on line 4, (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-96) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF rat numacrc Geraldine M Hockley 0 0 Include the proceeds of litigation and the date the proceeds were received by the estate. Alt property jointly-owned with right of suninrorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH &T Bank Account TOTAL (Also enter on line 5, Recapitulation) ~ 3 8, 522.28 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN ATE Of NUMBER Geraldine M. Hockley 0 0 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 A. JOINTLY-OWNED PROPERTY: TIONSHIP TO DECEDENT 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 INTERESI 1. A. TOTAL (Also enter on line 6, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN OF SCHEDULE G INTER-V{VOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY NUMBER Geraldine M Hockley _ _ 0 0 This schedule must be completed and filed if the answerto any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF 7HE TRANSFEREE, THEIR RELATIONSHIP i0 DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. TOTAL (Also enter on line 7 Recapitulation) I $ (lf more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Geraldine M Hockley 0 0 Debts of decedent must be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home 6,646.50 2. Cumberland County Law Journal 75.00 3 The Carlisle Evening Sentinel 129.47 4. PA Inheritance Tax 1,797.38 5. Processing fee for PA Inheritance Tax 15.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)IEIN Number of Personal Representative(s) SVeet Address City State Zip Year(s) Commission Paid: 2 Attorney Fees Rominger & Assocaites 3,625.31 3, Family Exemption: (If decedenPs address is not the same as claimant's, attach explanation) Claimant SVeet Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 197.00 5 Accountants Fees 6. Tax Return Preparer's Fees 7. TOTAL {Also enter on line 9, Recapitulation) $ 12.4$5.66 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RFR1flFNT IIFCFIIFNT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ESTATE OF FILE NUMBER Geraldine M Hockley 0 0 _ _ _ __ Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Cumberland County Redevelopment Authority Lien 123 S. East St. Carlisle PA 7,161.00 2. Real Estate Tax (2004) 3. I Personal Tax 4. IPPL Electric 5. ~ Borough of Carlisle (Sewage) 6. Chase Mastercard (Credit Card Balance} TOTAL (Also enter on line 10, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 273.93 9.90 190.00 30.16 945.00 REV-1513 EX + 19-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER (,cr~lrlinc AA I-Incklav D D RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) REV-1514 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE 7AX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN BOX ESTATE OF FILE Geraldine M. Nocklev _ _ 0 0 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. ^ Will ^ Intervivos Deed of Trust ^ Other NAME(S) OF LIFE TENANTS} DATE OF BIRTH • NEAREST AGE AT DATE OF DEATH TERM OF YEARS LIFE ESTATE IS PAYABLE ^ Life or ^Term of Years ^ Life or ^Term of Years ^ Life or ^Term of Years ^ Life or ^Term of Years ^ Life or ^Term of Years 1 Value of fund from which life estate is payable ....... . ................................. $ 2. Actuarial factor per appropriate table .. . . . .. . ....................................... . Interest table rate - ^ 3 112% ^ 6% ^ 10% ^ Variable Rate 3. Value of life estate (Line 1 multiplied by Line 2) . . . ..... . . . ........................... $ NAME(S) OF LIFE ANNURANT(S) DATE OF BIRTH • NEAREST AGE AT DATE OF DEATH TERM OF YEARS ANNUrrY IS PAYABLE ^ Life or ^Term of Years ^ Life or ^Term of Years ^ Life or ^Term of Years ^ Life or ^Term of Years 1, Value of fund from which annuity is payable .......................................... $ 2. Check appropriate block below and enter corresponding (number) . . . . .. . . . . . . . ............. . Frequency of payout - ^ Weekly (52) ^ Bi-weekly (26) ^ Monthly (12) ^ Quarterly (4) ^Serni-annually (2) ^ Annually (1) ^ Other ( ) 3. Amount of payout per period ...................................................... $ 4. Aggregate annual payment, Line 2 multiplied by Line 3 . . . . .. . . . . ........................ . 5. Annuity Factor (see instructions) Interest table rate - ^ 3 1 /2% ^ 6% ^ 10% ^ Variable Rate °I° 6. Adjustment Factor (see instructions) . . . . . .. . ....................................... . 7. Value of annuity - If using 3 1!2°!0, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 ......................... . .$ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 . . ............................................... $ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting fife or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18. (If more space is needed, insert additional sheets of the same size) REV-1644 EX + (3-04) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF -lockley, Geraldine M. INHERITANCE TAX SCHEDULE L REMAINDER PREPAYMENT FILE NUMBER 0 0 (Last Name) (Middle Initial) (First Name) This schedule is appropriate only for estates of decedents dying on or before December 12, 1982. This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of Section 714 of the Inheritance and Estate Tax Act of 1961 or to repork the invasion of trust principal. II. REMAINDER PREPAYMENT: A. Election to prepay filed with the Register of Wills on III. (Date) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) of election or annuity is payable C. Assets: Complete Schedule L-1 1. Real Estate .............................. $ 2. Stocks and Bonds ......................... $ 3. Closely Held StocklPartnership ............... $ 4. Mortgages and Notes ....................... $ 5. CashlMisc. Personal Property ................ $ 6. Total from Schedule L-1 .................... ................ ................ $ D. Credits: Complete Schedule L-2 1. Unpaid Liabilities .......................... $ 2. Unpaid Bequests .......................... $ 3. Value of Unincludable Assets ................ $ 4. Total from Schedule L-2 .................... ................ ................ $ E. Total Value of trust assets (Line C-6 minus Line D-4) . ................ ................ $ F. Remainder factor (see Table I or Table II in Instruction Booklet) ........ ............... . G. Taxable Remainder value (Line E x Line F) ........ ................ ................ $ (Also enter on Line 7, Recapitulation) INVASION OF CORPUS: A. Invasion of corpus (Month, Day, Year) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) corpus or annuity is payable consumed C. Corpus consumed ........................... ................ ................ $ D. Remainder factor (see Table I or Table II in Instruction Booklet) ........ ............... . E. Taxable value of corpus consumed (Line C x Line D) ................ ................ $ (Also enter on Line 7, Recapitulation) REV-1645 EX + (3-8d) INHERITANCE TAX SCHEDULE L-1 COMMdNWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERITANCE TAX RETURN RESIDENT DECEDENT -/~SSETS- FILE NUMBER I. Estate of Hackle Geraldine M. (Last Name) (First Name) (Middle Initial) II. Item No. Descri tion Value A. Real Estate (please describe) Total value of real estate $ include on Section II, Line C-1 on Schedule L) B. Stocks and Bonds (please list) Total value of stocks and bonds $ include on Section II, Line C-2 on Schedule L C. Closely Held StockjPartnership (attach Schedule C-1 and/or C-2) (please IistJ Total value of Closely Held/Partnership $ include on Section II, Line C-3 on Schedule L D. Mortgages and Notes (please list) Total value of Mortgages and Notes $ include on Section II, Line C-4 on Schedule L E. Cash and Miscellaneous Personal Property (please list) Total value of Cash/Misc. Pers. Property $ include on Section II Line C-5 on Schedule L III. TOTAL (Also enter on Section II, Line C-6 on Schedule L $ (If more space is needed, attach additional 8'/z x 1 1 sheets.) REV-1646 EX + (3-84) fNHERITANCE TAX SCHEDULE L-2 COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERITANCE TAX RETURN RESIDENT DECEDENT -CREDITS- FILE NUMBER I• Estate of Hackle Geraldine M. (Last Name) (First Name) (Middle Initial) II. Item No. Description Amount A. Unpaid Liabilities Claimed against Original Estate, and payable from assets reported on Schedule L-1 (please list) Total unpaid liabilities $ include on Section II, Line D-1 on Schedule L B. Unpaid Bequests payable from assets reported on Schedule L-1 (please list) Total unpaid bequests $ include on Section II, Line D-2 on Schedule L C. Value of assets reported on Schedule L-1 (other than unpaid bequests listed under "B" above) that are not included for tax purposes or that do not form a part of the trust. Computation as follows: Total unincludable assets $ include on Section II, Line D-3 on Schedule L III. TOTAL (Also enter on Section II, Line D-4 on Schedule L) $ (If more space is needed, attach additional 8'/s x 11 sheets.) REV-1647 EX + (g_00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ATE OF SCHEDULE M FUTURE INTEREST COMPROMISE 4a NUMBER Geraldine M. Hockley 0 0 This Schedule Is appropriate only for estates of decedents dying after December 12,1982. This schedule is to be used for all future interests where the rate of tax which wilt be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. ^ Will ^ Trust ^ Other I. ~sener~cianes T NEAREST BIRTHDAY ~ . TT f NAME OF BENEFICIARY I RELATIONSHIP I DATE OF BIRTH AGE TO I [II. Explanation of Compromise Offer: 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. ^ Unlimited right of withdrawal ^ Limited right of withdrawal [V. Summary of Compromise Offer: 1. Amount of Future Interest .................................................. $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (also include as part of total shown on Line 13 of Cover Sheet) ...... $ 3. Value of Line 1 passing to spouse at appropriate tax rate Check One ^ 6%, ^ 3%, ^ 0°1° ................ $ (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check One ^ 6%, ^ 4.5% ...................... $ (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) ...... $ 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) ...... $ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) ..................... $ (If more space is needed, insert additional sheets of the same size) REV-~sas Ex ~~i-ssl n' SCHEDULE N SPOUSAL POVERTY CREDIT COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION (AVAILABLE FOR DATES OF DEATH 01!01/92 to 12/31/94) ESTATE OF FILE NUMBER Geraldine M. Hockley 0 0 This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet. • • '• 1. 37 330.30 1. Taxable Assets total from line 8 (cover sheet) ...................................................................................... 2. Insurance Proceeds on Life of Decedent .............................................................................................. 2. 3. Retirement Benefits ................................................................................................................................ 3. 4. Joint Assets with Spouse ...................................................................................................................... 4. 5. PA Lottery Winnings .............................................................................................................................. 5. 6a. Other Nontaxable Assets: List (Attach schedule if necessary) .. 6 a. 6 b. 6. SUBTOTAL (Lines 6a, b, c. d) .............................................................................................................. 6. z. 37 330.30 7. Total Gross Assets (Add lines 1 thru 6) ............................................................................................... 8. Total Actual Liabilities ............................................................................................................................ 8. 9. Net Value of Estate (Subtract line 8 from line 7) ................................................................................... 9. 37,330.30 If line 9 is greater than $200,000 -STOP. _ The estate is not eligible to claim the credit. If not, continue to Part II. 1. TAX YEAR: 15 Income: e S 1a. ............................. pous a. dent b D 1b. ......................... . ece i J t 1 c. ................................. n c. o t Income m T E d 1d. ......... p ax xe . e. Other Income not v li t d b 1e. e ..................... a o s e f. Total ................................. lf. 4. Average Joint Exemption Income Calculation 4a. Add Joint Exemption Income from above: 2f. TAX YEAR: 19 TAX (1f? + (2f) + (3~ (-3) 4b. Average Joint Exemption Income ............................................................................................................... if line 4(b) is vreater then $40,000 -STOP. The estate is not eligible to claim the credit. If not, continue to PaR l1/. 1. Insert amount of taxable transfers to spouse or $100,000, whichever is less ..................................... 1 2. 2. Multiply by credit percentage (see instructlons) .................................................................................... 3. This is the amount of the Resident Spousal Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet .............................................................. 3• 4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the decedent's gross estate ........................................................................................................................ 4. 5. Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet .......... 5. REV-1649 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ATE OF FILE Geraldine M. Hockley 0 0 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(AI of the Inheritance 8 Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A, B, By-Pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or sim- ilar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule 0. The denominator is equal to the total value of the trust or similar arrangement. Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (Al trust or similar arrangement. Description Value Part A Total $ Part B: Enter the descri tion and value of all interests included in Part A for which the Section 91 13 A election to tax is bein made. Description Value Part B Total SCHEDULE O ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: Discount: 0.00 Interest Table Year j Days Delinquent Balance Due 'i Interest j this time period ~ this year j _this period Before 1983 1984 1985 1986 1987 1988 through 1991 1992 1993 through 1994 1995 through 1998 2000 2001 2002 2003 2005 2006 TOT. Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: na FAMILY SETTLEMENT AND FINAL RELEASE ~ ~ ~ - . IN -~ . ~ > ~ c.~ ~ ~ ~_ `; ". ~.1 1 _ . ESTATE OF GERALDINE MAE HOCKLEY ~ r , ~~, ~ -~ ~ ~ _ (File No. 21-04-00010) ~_ ~ ~ tv r y ~ ,. KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Geraldine Mae Hockley, late-of Carlisle, Cumberland County, Pennsylvania, deceased, died testate on 12/25/03, having first made her Last will and Testament, which was duly executed on February 15, 1978, and is duly recorded at the Register of Wills in Cumberland County, Pennsylvania. WHEREAS, the said Geraldine Mae Hockley, by the aforesaid Last Will and Testament, named Sammy E. Hockley, as Executor of said Last Will and Testament; WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executor hereinafter called personal representative; WHEREAS, the said personal representative has gathered the assets of the estate of the said decedent and the assets consist of real and personal property; to a total value of $37,330.30 as set forth in the Supplemental Inheritance Tax Return, which is attached hereto and made a part hereof, and marked Exhibit "A". WHEREAS, the debts and deductions, including the payment of inheritance tax in the said estate, amount to $21,095.65, leaving a balance for distribution of $16,234.38. WHEREAS, the balance for distribution as shown in the said Inheritance Tax Return marked as Exhibit "A" has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said decedent; NOW, THEREFORE, KNOW YE, that I, Sammy E. Hockley, under the Last Will and Testament of the said decedent, and being that person entitled to inherit under said Last Will and Testament, do hereby acknowledge that I have this day had and received from the aforesaid personal representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to me by the said Last Will and Testament, the amount due me under said Last Will and Testament, which amount I have received this day; AND, I do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, [agree that no account is necessary and I do hereby agree that I do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas, Cumberland County. THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said personal representative, Sammy E. Hockley his heirs, executors, and administrators and assigns, or and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the state of the said decedent, and I do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this agreement, I do hereby covenant and agree that I will contribute my shares of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement and final release. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~/E day of 2008. ~~ ' ~ ~ ~~~ Witness L Sammy E. Ho ey COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. On this, the ~ day of ~ ~~~--~ , 2008, before me, a notary public, the undersigned officer, personally appeared S y E. Hockley, (known to me or satisfactorily proven) to be the person whose names is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and fficial seal. _, ~ ~ ~~, s ~' .~ Y ~` o Publi~~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Tammie L. Peters, Notary PubBc Carlisle Boro, Cttmberiand Courtly My Comanissiort E~ires Sept. 9, 2011 Member, Pennsylvania Association of Notaries FINAL ACCOUNTING FOR GERALDINE M. HOCKLEY ESTATE Real Estate 28,808.02 Personal Property and Bank Deposits 8,522.28 Total Assets: 37,330.03 Funeral Expenses 6,646.50 Attorney's fee for estate administration 3,625.31 Processing Supplemental PA Tax 15.00 Fee for Family Agreement 20.00 Fee for Informal Accounting 15.00 Sentinel and Cumberland Law Journal 204.47 PA Inheritance Tax 1,797.38 Register of Wills: 162.00 Total Administration Cost: 12,485.66 Debts: Cumberland County Redevelopment Lien 7,161.00 Real Estate Taxes (2004) 273.93 Personal Tax (2004) 9.90 Carlisle Borough 30.16 PP&L Electric 190.00 Chase Credit Card 945.00 Total Debts: 8,609.99 Funds for Distribution 16,234.38 Partial Distribution to Heir 10,000.00 Funds for Final Distribution 6,234.38 PA Inheritance Tax Paid 1,797.38 Actual PA Inheritance Due 730.56 Refund Due from State 1,066.82 `= o ~...+ j __ ....: ~ O !. _ __7 ~ ~ ' '_. ~ __ _1 7 .F- r... .. r.: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE " ~ •, rNOTf~~"~FjINHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAI~SEMENT,'ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ;P OF,DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 - - HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05) Z~~'~ `'E~ ?_6 ~~i I (~ ~¢ ~ DATE o9-z9-2oo8 ESTATE OF HOCKLEY GERALDINE M ., -~ .-,~_- DATE OF DEATH 12-25-2003 ~~-`-~~~~ ~"` ~, FILE NUMBER 21 04-0010 Ord=~~ `l~ 7T n ~o - - J,,, COUNTY CUMBERLAND ROMINGER K ASSOCIATES ~~•' ~ ' ACN 101 155 S HANOVER ST APPEAL DATE: 11-28-2008 C A R L I S L E P A 17 013 (See reverse side under Objections Amount Remitted- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOCKLEY GERALDINE M FILE N0. 21 04-0010 ACN 101 DATE 09-29-2008 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets C8) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 3,347.30 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions (11) ;.~47-;0 12. Net Value of Tax Return (12) 3,347.30- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (l4) 38,696.71 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 00 __ .00 16. Amount of Lane 14 taxable at Lineal/Class A rate C16) 38,696.71 X 045 = 1,741.35 17. Amount of Line 14 at Sibling rate C17) • 00 )( 12 _ . 00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00 19. Principal Tax Due (19)= 1,741.35 rex roenTTe. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMDUNT PAID 03-25-2004 CD003719 87.07 1,797.38 TOTAL TAX CREDIT 1,884.45 BALANCE OF TAX DUE 143.1OCR INTEREST AND PEN. .00 TOTAL DUE 143.1OCR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ll R ~V-7470 FX ~ a8) ±~ -~, INHERITANCE TAX °~ ~ EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Geraldine Hockley FILE NUMBER 2104-0010 REVIEWED BY ACN Sandra J Eslinger 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES A 1 Forwarded to Post Assessment Review Unit in reference to the reduction to real estate. H B7-1- Forwarded to Post Assessment Review Unit in reference to the reduction to schedule H. 2 Row Page 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX INHERITANCE TAX DrvlsloN S TAT E M E N T O F A C C O U N T PO BOX 280601 HARRISBURG PA 17128-0001 .. ..~ J~ - ~ ~j' ~~ f `' ~ ~, i~T ROMINGER & ASSOC~Iwt~'~ES r~'. r~~ 155 S HANOVER ST CARLISLE PA 17013 REV-1607 EX AFP (03-05) DATE 11-10-2008 ESTATE OF HOCKLEY GERALDINE M DATE OF DEATH 12-25-2003 FILE NUMBER 21 04-0010 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS f- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT **~ ESTATE OF HOCKLEY GERALDINE M FILE N0. 21 04-0010 ACN 101 DATE 11-10-2008 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-22-2008 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 03-25-2004 CD003719 87.07 1,797.38 10-24-2008 REFUND / .00 143.10- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ^ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), ~•--- -- ~~~~ orrnun sFE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,741.35 1,741.35 .00 .00 .00 4 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(7i7) 240-6345 date: 12/15/2008 HGCI~;LEY SAMMY E •~42 N rsIEST ST CARLISLE, PA 17013 RE: testate of HGCKLEY GERALDINE MAE rile Number: 2004-00010 Dear Sir/Madam: This notice is to serve as a reminder that the Status Re~~~c_t by Personal Representative under Rule 6.12 is due on the belo~sr listed dare. P_s par the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NG. =_G3 StJPR~NU COURT RULES DOCKET NO. 1, for decedents dying cn or after July i, 1992, the personal representative or his counsel, within tt~'o (2),rears of the decedent's death, shall file with the Register of __ ~ , ~i__1:~ a St<itus Report of comp .et~.e, or uncompleted adm~_n_ .,~ t.~l~ ~~~. Trr~s filing is due by: 12{25/2008 Please feel free to contact this office with any questions you mar ha~~e. If you have already filed your Status Report, please disreu_ard this notice. Sincerely, ~ ~ {~ -~ % , r > r , { .'~ ~~..~~ ' ;: ~ ate. ts..-vr- ,~ti./~46f , *~u v ~i.._ L. c_:-- r''`~°~-.u. t~ '~, "*~.. Glenda Fanner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~~. ®.C. ~ul~ 6.1? S'I' ~ i IJS P®~'1' REGISTER OF WILLS OF( //r~~~-~~~~ til) COUNTY, PLN~iSYLV aaNI_A lame of Decedent: f ~ ,~GC,~,L ~~ Date of Death: ~ :~` X2003 _ File Number: ~l%~~ - 0 dry/ G' ID.„-~...,,,++„ D., fl !~ D„lo ~ 1 ~ T 1e„l.,t +hA f~lln~znna ~ztith racnP.rt to !'nYY1T11P_.tloll Qf the a.C1n11T11Stl-at1011 Of 1 LLL Jll f111L LV L U. \1. ~~. 1\LIlV V.iL, 1 rv1~ ~1av ..~ r--- r the above-captioned estate: State whether administration ofthe estate is complete :.................... Yes u No 2. If the answe>~is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes Q No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infolnlally to the parties in interest? ............................... Yes [~ No d. Copies of receipts, releases, joinders and approvals of fo>znal or informal accounts maybe filed with the Cleric of ti7e Orphans' Court and may be attached to this report. _- Dnte /~ ~~ ~' Signature of Person Filing this Forn: O ~ Capacity: Personal Representative ~ounsel ~- ~ ,9 ~~ ,.~~ ~- ~ "~ ~~ ~.'~ ~~ fry ~ ~ ~ Name afPerson Filing this Form I~ _ ~ i~ ~ S ~,/c~~vcc,- ~,~ ~~ - ~,, N ~ ~ --' Ad/dress ~.J } __ i~-7 ?>. r~~ Telephone rornt Rbi'-l0 rev. 10 13.0/ ~J