HomeMy WebLinkAbout02-0034 F'ETITION FOR PROBATE and GRANT OF LETTERS
o.,"c ,,,2/- -,¢,l f/
also ,.own as -.~.o.~ _-3'T~.,q¢ .~_~c~c~ To: '
R
egister of ~iIls for the
· Deceased. County of [,.~Jtn~lg,~t'~l~& in the
Social Secdrity No.~O /-/~%~~ ' '
Commonwealth of Pennsylvama
he petition of the undersigned respectfully represents that:
Your pelitioner(s), whogare 18 years of age or older an the executO~ named
int~e~astg.~ofthea~oveaeceaent, aatea ~ ~% I~ ,~9~
and codicil(s) dated
(stale relevant circumslances, e.g. renunciation, death of execator, etc.)
Decendent was domiciled at death in ~ ~ ~ County, ~nnsylvania, with
h ~.~ :~last., [amily,gL. princ[pal~ ~ residence m ~ ~ ~~. .
~ ~ .... /- ,% -. / . .
~ /? (hs[ stree~ number and munc~pahty)
.Decendent, [hen ~ yefirs of
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
I . . ~ '
~fter exe:utmn of the will offered for probate; was not the victim of a killing and ~as never adjudicated
~ncompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.), .All personal property $ , ~/ 0
(If not ~omiciled in Pa.) ' Personal property in Pennsylvania $
(If not Oomiciled in Pa.) Personal property in' County $
Value of real estate in Pennsylvania $. ~'Oi ¢
follows: . I~o t
situated] .i~t ~C~ S~~, ~rt~S~ PA
i
WHEREFORE, petitioner(s) respectfully~_requ~est(s) the probate o_f the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; admi~tration c.t.a.; administratmn d.b.n.c.t.a.)
t heron':'~'N // .
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA -~ t/el
The petitioner(s) above-named swear(s) or affirm(s) that the statements in foregoing petition are
true find correct to the best of the knowledge and belief of petitioner(s) and tfiat as personal represen-
tative(s) of the above decedent petitioner(s) will well~ and truly administer the according to law.
estate
~0. 21-2002-0034
Estat~ Of . Ja~e c.. Hancock, A/K/A Sara- Jane
Hancock
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proo~ having been presented before me,
IT IS DECREED.that the instrument(s) dated Play 25t-h, 1082
described therein be admitted to probate and filed of record as the last will of
and Letters Testamentary..
are hereby granted to
Danie L 'Jr~eeDh Ha-n¢ock" and'
FEES
Probate,'Letters, Etc. ' $11B.00
Short Certificates(6 ) .......... $ 1B.O0
Renunciation' " , $ ' '
x-Pages ( 2 ) $ 6.00
JCP. ~. 00
TOTAL __ $--t44=00-
Filed ... January...l~th.,2002 ............
Re~is{/er';f Wills o~ o' ~ '. ~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
I
105.805 REV 9~86
on trial, certificate ,will
~4'i
{NING:~ Ifi~
,R'egiltr~::. '~' ..
~ ;!::.8 ::2002.
,alTO1
21-2002-0034
WILL
I, J.ANE C./ HANCOCK, aka SARA JANE HANCOCK, of.321.~ A~ch ~ Street, Carlisle, Cumberland
County, Pennsylvania,, declare this to be my last ~il1 a~d revoke any will
previousl~ made by me.
ITEM ONE. i I direct, that all my debts and funeral expenses, indluding m~ grave-
marker, shall be paid. from my residuary estate as soon as practicable after my
decease, ~s a part of the expenSe of. the administration of my
ITEM TWO.. I give, devise and bequeath my entire 'estate both real and ersonal to
my husband, WILBUR SAMUEL HANCOCK, if he survives me by 60 dale. In t~e event
that he p~edeceases me or is not then living on the 61st day ~fter my decease.
then I giye, devise and bequeath my entire estate to my children, DANIEL JOSEPH
and KATHY/LYNN equally, share and share alike, per stirpes.' /
iTEM THREE'. i appoint my husband WiLBuR SAMUEL HANcocK '
, · , , Exequtor of this my
last will. Should he fail to qualify, or cease to act as Execdtor I a~-oint
my children, DANIEL JOSEPH and KATHY LYNN, as Co-gxecutors,~.o~ thg sur~%vor
there°f ~s Execut°r"with the'same ri'ght's' p°wers and duties'II
~ITEM FOU~ I a olnt m u ~ ·
~. pp ' y s rviving child as guardian of any p~operty which
"--~Dasses td anyperson under the age of 2'1 years and wit~ respect to which I a~
thoriz~d to appoint a guardian and haVe not otherwise specifically done so.
Said'guardian. shall have the power to use income from time toltime for the
beneficiary's education, support and welfare without regard t~ his or her
parent'slability to provide for such education, support or welfare, or to make
purposes, without further responsibility, the beneficiary
payment
these
t~
or to the beneficiary's parents or to any person taking~care ~f the beneficiary.
Said guardian shall administer the separate and equal share'~f each beneficiary
until he or she becomes 21 years of age, at which time the sh~re of each benefi-
ciary re~aining in.the guardianship account Shall be paid to ~aid beneficiary
in full.~ In the event of the death of any beneficiary after ~y decease and
prior to!reaching the~.age of 21 years, his or her share shal~ be' distributed~
equally to the surviving children or child to be administere~ 'in accordance
with thi~ guardianship provisions. Should he fail to quali~y or cease to act
as guardian, I appoint COMMONWEALTH NATIONAL BANK to act as guardian, with the
same rights, powers and duties.. '
ITEM~FIV~. All estate, inheritance, succession and other tae , imposed or
payable ~y reason of my death, and interest and penalties thgreon, with resnect
to all ~roperty comprising my gross estate for tax purposes, lwhet~er or not~
such property .passes under this will, shall be paid out of t~e principal of my
residua y estate, without apportionment or right of reimbursement.
ITEM SIX. I direct that my personal'representative or guardian shall not be
required to give bond for the faithful performance of their ~uties in any
jurisdi?tiOn' ' ' 1 '
ITEM SEVEN. In addition to the rights and powers given to fiduciaries/ by law
or elsewhere in this will, I give to my Executor duri~ ~ ~-~
-'and forI the administration of my estatg the following~i~s~~ ~o%~r2e~gs%%ry
x--).~xercis~d"in his sole discretion. ' -' ' ~ '
I o
A. To retamn any real or personal property which may at any time form a part
of my e~tate so long as he or she deems it advisable.
B. To ~nvest in any real or Personal property without rest~ .ction to legal
investments.
C. To ~epair, alter, improve or lease for any period of tim, any real or per-
sonal lroperty and to give options for leases.
Page one of three pages
D. Td sell
security to
options ~for
~t public or private sale, for cash or credit, with or without
exchange or to partition real or personal property a~d to give
leases. "
-E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have hereunto set my hand. this ~ 5./d~Y !~ ~ 1982.
nst en , cons s.n
identified by. the signature of the Testatrix, JANE.~. HANCOCK, aka SARA JANE HANCOCK,
was on the/day and date thereof signed, published and declared by the TeXtatrix,
JANE C..HANCOCK, aka SARA JANE HANCOCK, therein named as and for her last will,
in the prepence of us, who .at her request, in her presence and in the presence
Of each other have subscribed our names.
COMMONWEALTH OF PENNSYLVANIA · :
COHNTY ¥ CUI~BERLAND
We s~e~[~ ~ ~C[~oy and ~~~~ ~ Witnesses
z~heattached or foregoing instrumenl ~eing duly
who na~es are signed to
qualifie~ according to law, do depose and. say that we were present and saw the
Testatrix, JANE C'.'HANCOCK, aka SARA JANE HANCOCK, sign and execute the instru-
ment as her last will; that she signed willingly and executedlit as her free
and voluntary act for the purposes therein expressed; that each of us in the
hearzng ~nd sight of the Testatrix, JANE C. HANCOCK, aka SARAI'JANE HANCOCK, signed
the will/as.witnesses; and .that to the best of our knowledge,/ the Testatrix, JANE
C. HANCOCK, aka SARA JANE HANCOCK,-was at the time 18 or mor, years of age, of
sound mind and under no constraint or undue influence.
Sworn. arid subscribed
to before me this
day of .'~.~_~ ,'~ 1982.
N~tary Public
,~ANDA K. HUNTER, NOTARY PUBLIC
Add~e~,~ib' '~nover Street
C- arl~l~, Cumb.erl~nd County
~[.y .Comm~ion 'EX~re,.'October 8~ My Cammission~' expires:
Page two of three pages
~ o
0 ~
CERTIFICATION UNDER NOTICE UNDER RULE 5.6 (~
L)
Name o~ the Decedent: Jane C. Hancock AKA Sara Jan,
Date of Death: January 6, 2002
Will N). 0034 of 2002 Admin. No. 2002-0)034
To the Register:
I certify that notice of a beneficial interes
required by Rule 5.6(a) of the Orphan's Court Rules was
mailed to the following beneficiaries of the above-
captioned estate on March 21, 2002.
Name
D~nie~ Joseph Hancock ~pt.#2
Address
205 Parker Street,
Carlisle, PA 17013
203 Walnut Street
Carlisle, PA 17013
KathytLynn Hancock AKA
athy Lynn Zengerle
Notic! has now been given to all persons entitled
under Rule 5.6(a) except
Date: March 21, 2002 ~~1
Hancock
thereto
Name: Kathleen K. Shaulis, Esq.
Address: 44 South Hanover Street
Carlisle, PA 17015
Telephone:
Capacity
(717) 243-665_~5
Personal Representative
X Counsel to Personal
Representative
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF Vv~IL~ COUNTY OF CUMBERLAND
In re Estate of Jane C. Hancock AKA Sara Jane Hancock, deceased
No. 2002-00034
TO: Kathy L! Hancock AKA Kathy Lynn Zengerle 203 Walnut Slreet
Carlisle, PA 17013 !
Plea~ e take notice of the death of decedent and grant of letters to the personal repre
named below[ You may have a beneficial interest in the estate as follows:
You~ are named as one of only two beneficiaries under Mrs. Hancock's Last Will a
Name of the Decedent: Jane C. Hancock AKA Sara Jane Hancock
Last Known ~ddress: 321 Arch Street
I Carlisle, PA 17013
Date of Death: January 6, 2002
Place of De.~h: At Thomwald Nursing Home, Carlisle, PA 17013
County of C~ant of Original Letters: Cumberland
Decedent di~s X testate intestate ....
A copy of thee will __ is X is not attached.
Name(s), ad h'ess(es) and telephone
Name
Daniel Jose ~h Hancock
number(s) of all personal representatives appointed
Kathy Lynd Hancock AKA
Address
205 Parker Street Apartment #2
Carlisle, PA 17013
Telephone
203 Walnut Street
~ntative
td Testament.
Kathy Lyfin Zengerle Carlisle, PA 17013
Name(s), a~ldress(es) and telephone number(s) of all counsel
Name~ Address
Kathleen K. 44 South Hanover Street
Telephone
(717)24~3-0656
(717) 243,6655
(717) 243 -4693
Shaulis~, Esq. Carlisle, PA 17013
A[dditional information may be obtained from the undersigned.
Name: Kathlq~n K. Shaulis, Esq. .
Address: 44 South Hanover Street
Carlisle, PA 17013
Telephone: (717) 243-6655
Capacity: ~ Personal Representative
X Counsel for Personal
Representatives
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND
In re Estate f Jane C. Hancock AKA Sara Jane Hancock, deceased
No. 2002-0 ~034
TO: Daniei Joseph Hancock
205 Parker S~xeet
Carlisle, PA 17013
Pl~[se take notice of the death of deced~t and grant of letters to the personal rt~', esentative
named below. You may have a beneficial interest in the estate as follows:
Y u are named as one of only two beneficiaries under Mrs. Hancock's Last Williand Testament.
Name of e Decedent: Jane C. Hancock AKA Sara Jane Hancock
Last Knov~n Address: 321 Arch Street
t Carlisle; PA 17013 i '
Date of D h January 6, 2002
Place of D~th: At Thornwald Nursing Home, Carlisle, PA 17013
County of!Grant of Original Letters: Cumberland
Decedent ~lies X testate intestate '
A copy ofithe vail is X is n~t attached.
Name(s), i~ddress(es) and telephone number(s) of ali personal representatives appointed
Name / Address Telephone
Daniel Jo.~h Hancock 205 Parker Sa'eet Apartment #2 (717)243-0656
I Carlisle, PA 17013
203 Walnut Street
Kathy Lyhn Hancock AKA
Kathy Eynn Zengerle Carlisle, PA 17013
Name(s),/address(es) and telephone number(s) of all counsel
Name / Address
2s2 ows
Carlisle, PA 17013
Shauiis, Esq.
Additional information may be obtained l~om the undersignecL
Date:
(717) 243-4693
Telephone '
(717) 243-6655
~agmei I~&I~K~. Shaulis, Esq.
Address: 44 South Hanover Street
Carlisle, PA 17013
Telephone: (717) 243-6655
Capacity:
X
Personal Representative
Counsel for' Personal
Representatives
BUREAU OF ZNDZV/DUAL TAXES
INHERITANCE TAX DIVISION
DEPTo 280601
HARRISBURg, PA 17128-0601
KATHLEEN K SHAULIS ESQ ,
K K SHAULI!S LAN OFFICE
44 S HANOVER ST ('iJl ,':- .."
CARLISLE PA 17015~''~ ::*
'CONNONNEALTH OF. PENNSYLVANZA'
DEPARTNENT OF REVENUE'
NOTICE OF INHERITANCE TAX
APPRAZSENENT~ ALLONANCE DR DZSALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
¢. ..... *i~; ~;-i?itt:: .-TE
ESTATE
OF
DATE OF DEATH
[~i [) .~F(X~LE NUHBER
.... COUNTY
ACN
REV-i~7 EX &FP (01-02)
09-16-2.002
HANCOCK
01-06-2002
21 02-~054
CUH~ERLAND
101
Amoun~ RemA~ed I
JANE C
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO*COURT HOUSE
CARLISLE, PA 170~$
RETAIN LONER PORTION FOR YOUR RECORDS , ~
CUT ALONG THIS :NE I~>
REV-15~7 EX AFP (01-0~) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR
DISALLONANCE OF DEDUCTIONS AND ASSESSNENT OF .TAX
ESTATE OF HANCO, CK JANE C FILE NO. 21 02-.0054 ACN 101 DATE 09-16-2002
I NAS: () ACCEPTED AS FILED ( ) CHANGED
TAX
RETURN
X
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUEIOF RETURN BASED ON:
ORIGINAL
RETURN
Real Es~a~ (Schedule A) ' {1)
S~ocks
endlBonds (Schedule B} (~)
Closely Held S~ock/Par~nershAp Zn~eres~ (Schedule C) ($)
Nor~gages/~o*es Rece/veble (Schedule D) (~)
Cash/Bank DeposA~s/Nisc. Personal Proper~y (Schedule E) (5)
JoAntly Owned Pr°per*y (Schedule F) (6)
Transfers (Schedule G) (7)
To,al A~se~s
20/050.5~
.00
.00 NOTE: To Ansure proper
.00 credA~ ~o your account,
.00 sub.i~ ~he upper por~Aon
.00 of ~hLs for. wASh your
~ax payment.
APPROVED DEDUCTIONS AND EXENPTZONS: 6,99S 68
9. FuneraX Expenses/Adm. Cos~s/HAsc. Expenses (Schedule H) (9) '
10. Deb4:s/Hor~clgage LiebLX1:tAes/LZens (ScheduXe T) (10) 7 ~ 046.29
11. Total Deductions (11) 14. o39.97
12. Nei Val~ue of Tax Relurn (12) 65,990.56
15. Charitable/Governmental Bequests; Non-elecied 9115 Trusts (Schedule d) (15) . O0
1~. Net Value of Estate Subject ~o Tax (1~) 65,990.56
NOTE: ~ an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19
reflec,t figures that include the total of ALL returns assessed to date.
ASsESSNENT OF TAX:'
15. Amount: ofI Line 1~ a~ Spousal ra~e (15) . O0 X O0 = . O0
16. Amoun~ of/LAne lfi ~axable a~ LAneal/Class A ra~e' (16) 65,990.56 X 045 = 2,969.58
17. Amount: ofI Line 1¢ a~ SLblLng rate (17) .00 x 12 = .00
18. Amount of~ LAne lrt ~axable a~ Colla~ceral/Class B ra~e (18) ;00 X 15 = .00
19. Principal/ Tax Due (19)= 2,969.58
TAX CREDITS:
PAYNENT II ] RECETP1 DTSCOUNT (+) ANOUNT PATD
DATE I NUNBER INTEREST/PEN PA]:D (-)
07-10-2002 CD00159:5 .00 2,800.00
08-07-2002 CD001488 : .00 169.58
TOTAL TAX CREDXT I 2,969.58
BALANCE OF TAX DUEl .00
ZNTEREST AND PEN. *' .00
TOTAL DUE . O0
~ TF PAID AFTER'DATE'ZNDZCATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.
60zO00.O0
(B) 80,050.55
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS~
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
ZRTEREST:
Estates of decedents dying on oE before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (collaterat) beneficiaries of the decedent after tho expiration of any estate fo~
life or for years, the Commonaealth hereby expressly.reserves the right to appraise and assess transfer Inheritance Taxes
et the laaful Class 8 (collateral)rate on any such future intmrest..
To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140). ;
Detach the top portion of this Notice and submit with your payment to the Register of Rills printed on the'reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not r~quested on the Tax Return, may be requested by completing an "Applicatio~
for Refund of Pennsylvania Inheritance and Estate Ta~" (REV-ISIS). Applications are available at the Office
of the Register of Rills, any of the Z3 Revenue District Offices, or by c~lling the special. Iq-hour
answering service for forms, ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and / Or
speaking needs: 1-800-~47-30Z0 (TT only).
Any pa~ty in interest not satisfied mith ~he appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of
this Notice by:
L-written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal reprasentmtlve, OR
--appeal to the Orphans' Court.
Factual errors discovered an this assessment should be addressedin writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. 280601, Harrisburg, PA 17IZ8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident * '
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax duo ls paid within three (3) calendar months after the dacedent's death, a five perce~t (SZ) discount of
the. tax paid is allowed.
The 15Ztax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and net
paid before January 18, 1996, the first day after tho end of the tax amnesty period. This nan-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning eith first day of delinquency, or nine (9) months and one (l) day from the date of
death, to the dat~ of payment. Taxes ~hich became delinquent before January 1, 198Z bear interest~at the rate of
six (BZ) percent per annum calculated at a daily rate of .00016q. All taxes ~hich ~ecame delinquent'on and after
January 1, 198Z ell1 bear interest at a~rate which will vary from calendar year to calendar year aith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are:
Year Interest Rate Daily Interest Factor
198Z ZOZ .0005~8
1983 16Z. .000~38
1984 XiZ ' ,000301
1985 13Z .000356
1986 iOZ . O0027~
1987 9Z .000Z47
1988-1991 11Z .n00501
--interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Year Interest Rate Daily Interest Factor
199Z 9Z .O00Zq7
1993-199q 7Z .O0019Z
1995-1998 9X .OOOZq7
1999 7Z .000192'
ZOO0 8X .000Z19
2001 9Z .0002q7
ZOOZ 6Z .00016~
X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any N~tice 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 the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNS CLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-060
RECEIVED FROM:
"'" PENNSYLVAN A ....... · ~'
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
001393
SHAULIS KATt LEEN KRISE
44 SOUTH HANOVER STREET
CARLISLE, PA 17013
........ fotd
ESTATE INFORMATION: SSN: 201-18-5487
FILE NUMBER: 2102-0034
DECEDENT NAME: HANCOCK JANE C
DATE OF PAYMENT 07/1 0/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/06/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,800.00
I
I
TOTAL AMOUNT PAID:
REMARKS:
SEAL
KATHY LYNN ZENGERLE & DANIEL
J HONCOK C/O KATHLEEN SHAULIS
CHECK#11 1 2
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$2,800.00
MARY C. LEWIS
REGISTER OF NILLS
REV-1500 EX (6-00)
COMMONWEALTH OF
PE, NNSYLVANIA
DEPARTMENT OF REVENUE
I~EPT. 280601
HARRISBURG, PA 17128-0601
W
LU
C.)
I,,U
U.I
I-
Z
ul
C3
Z
0
UJ
D~
0
W
r,w
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATH (MM-DD-¥EAR) DATE OF BIRTH (MM-DD-YEAR)
· OFFICIAL USE ONLY
FILE NUMBER
2_.it "
SOCIAL SE~;URITY NUMBER·
(iF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANDMIDDLE INITIAL) SOCIAL SECURITY NUMBER '
I - -
THIS RETU.'RN MUST BE FILED IN DUPLICATE WITH THE
I REGISTER oF WILLS
[~. Original Return
[]4. Limited Estate
F-~6. Decedent Died Testate (Attach copy of Wifl)
F--J9. Litigation Proceeds Received
[~2. SupplementaIReturn . -* * - :
[]4a. Future. Interest Compromise (date of death afte'r 12-12-82}
E~ 7. Decedent Maintained a Living Trust (Attac? c~py of Tr~st
L--Il0. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
[] 3I. Remainder Return (date of death pdor io 12-13-82)
[~. Federal Estate Tax Return Required
.
__ 8,. Total'Number of Safe Deposit Boxes
!1. Election to tax under Sec 9113(A) (Attach Sch O)
NAME I COMPLETE MAILING ADDRESS
1. Real Estate (Schedule A)
2. Stocks and Bond, s (Schedule B)
3; Closely Held Corporation, Partnership or Sole-proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
E~ Separate Billing Requested
7. Intar-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines .1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductibns (total Lines 9 & 10)
12.
13.
14.
(1)
·
(5)
(6)
Net Value of.Estate (Line 8 minus Line 11) . .
Charitable and Governmental B.equests/Sec 9113 Trusts for which an election to tax has not been
made (Schedu. le J)
Net Value Subject to Tax (Line 12 minus Line 13)
OFF, ICIAL USE ONLY
:.T! ~",,
(,11 J4, o3q. 97
(13) I '---- 0 '"'"'"---
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax - ·
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Li~e 14 taxable at sibling rate
fL
18. Amount o ine 14 taxable at co ateral rate
19. Tax Due
__:x .0__ (15)
x .0 ~ (16)
x .12 (17)
x .15 .(18)
(19)
REV-I~08 EX + (1-97) '~
COMMONWEALTH OF PENNSYLVANIA
~NHERIT^NCE T~X RETURN
RESIDENT DECEDENT I
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
' PERSONAL PROPERTY
ESTATE OF ~ FILE NUMBER
Include the proceeds of litigatior~'and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM. = ' VALUE AT DATE
NUMBER ~ DESCRIPTION OF DEATH
~ t~ :2_,..i. ? z/ / -2..o H.I '~ 77~ ~ o1,~5'
C,O ~' 2H 7~ t 2.o bo.~"-2,S-?~'" /I 2 72o~ 2..i
f4 _c . No.
,y" 0000 "¢ 002.. I
TOTAL (Also enter on line 5 Recap tu at on
(If more space ~s needed, insert additional sheets of the same size)
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDE'NT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESYATE OF "~ YN~- ~ER'~''/- ~)z - ~O._~
/
completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVERISHEET is yes.
This
schedule
must
be
/
DESCRIPTION OF PROPI=R~¥ % ~)F
ITEM ~"CU:OE'r~E"A~E OF T~ T"A.S~a~'E. T.E~R~=UmONSH~p TO D~.DEm,~D*mE a'~ ~F m~.'S~'R_ DATE OF D~TH DECD'S'- EXCLUSION TA~BLE VALU
A~ A ~ OF ~E O~O ~ ~ ESTA~.
NUMBER ~ VALUE OF ASSET IN.REST ~ ~.~)
~ n line 7 R~pitulaNon) $ ~.% ~
(If more space is needed, insert additional sheets of the same size)
EV-1511 EX+ (12-99) ~'
COMMONWEALTH OF I ENNSYLVANIA
INHERITANCE TA)< RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule
FILE NUMBER
- 02..-o~ B<-/
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1.
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions Dan ~--~ '~0-~--~ h
.ameofPersonalRepresentative(s) ~~ Lynn ~~IC
SoCial Security Number(s)/EIN Number of Personal Representative(s)
Street Address ~O~ ~~ ~~
city ~,~s ~c S~ate 9~z~,
Year(s) Commission Paid:
Attorney Fees ~ ~' ~O ~ ~
Family Exemption: (If d~cedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State__Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
5.
6.
7.
~o. oo
S 7.
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMB, ER
DESCRIPTION
AMOUNT
~ I s" ff 0o0-2__. )
3 ~-.oo
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
, '7 o,-/~,, z,?
REV-1513 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
I
1.
I1
SCHEDULE
BENEFICIARIJ:s
NAME ~ND ADDRESS OF PERSON(S) RECEIVING PROPERTY
J
FILE NUMBER /
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
TAXABLE DISTR,IBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRI~ATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MA~E
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)
Schedule E Exhibi.ts
SHEET # . OF i:'""TOTAL SHEETS ...'--?
I (consignor) hereby commission ~ to Sell the iton~:fi~d, above & on
.the a~ached sheets to .the hi~hest bidder by public auction: I cert~y that
.i a~l t~.,e own.er of the a~ove listed items and have good title and'lf~ right
[o sell tnem. ~ cortify that the. item~ listed are free from all Incumbranco~.
_ _1 ,a.g. ?.ee. to.accept all respo.ns~bility ,for providing good title and for delive~y'~.*~
or tne'~ss-o~ any ~tem c~u~Te are, theft,, damage, etc. I understand that.
a · % commission will he deducted from the gross sales
f my items. "N? Bid" items will' .be disposed of at the discretion of the
uctioneer/.Aucti,on Ho.use. P,a~. e, nt will be made to the consignor within
oays lmm oats ol sale~ - - · . '
- Date . .'' '%~
Consiglflor Signature
I Date
Auctioneer/Auction Staff Signature
i',".CO'NSIGNO R'S SETTLEMENT COPY ..
PNCBI
January 28, 2002
Mr Daniel J Hancock iSCP
265 Parker St, Apt 2
Cirlisle, PA 17013
RE: Estate of Jane C Hancock (Deceased) '
! SSN: 201-18-5487
! DOD: 01-06-2002
Dear Mr Hancock:
/
I6 response to your request for Date of Death balances for the customer ~oted above, our
records show the following:
Checking Account
Account~5000040021 Established 08-25-1995
I JANE C HANCOCK
DOD balance: $6,089.82+ $1.07 accrued interest
,Please note that this office only provides date of death balances for depO~sit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
iransactions or provide statements, if you need assistance with any of these items; please
~all 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office.
Sincerely,
!Erica L Schlegel
i 1-800-762-I 775
P7-PFSC-04-F
500 First Ave, 4th FI CIF
Pittsburgh PA 15219
Member FDIC
CDI2
Sel
A908716 TU1P0151
JANE C HANCOCK
321 ARCH S?
CARLISLE PA 17013
Customer Detail Inquiry 038814217 'CZlll!901 01/24/02
I .16:21
MORE:'
Tax Id: S201185487
Customer Assets
$ ~1715.14+
n'
Customer ~abilities
i $'~ i 0.00+
S-Org-Serv-Ac~ount Number/Mat Date-Prod-J/S-St Date .... Cmt-Balance ...... Cf-I
075 SAV 3000012326300 PSAV S OP 05111999 Y 1437.22+
075 CDA 247412041277286 01252002 204 S OP 07252000 N 2867.62+
075 CDA 247412060882575 11272002 206 S OP 06271990 N 2808.22+
075 IRA 2571410060217444 06062003 INDV S OP 12061985 N 4602.08+
075 CDA 2471412056280011 205 S CL 01112001 N ~
075 CDA 247,412060275814 206 S PG 07252000 N
BALANCE INQUI!
Command: CDI3
Fl=Help F3=Ex~
Y COMPLETED PRESS F9 FOR BALANCE
F4=Nxt F5=Sold F6=Add Lead F7=Bkwd F8=Fwd F10=Lt Fll=Rt F24=CSEL
Schedule G Exhibits
CountTJ pm~ylvaga, bm~d~ ""d ~ as ~° ' ' '
~b~tr~t;d~kha~of 150 feet mo~ or less Io said alh~, snd
000 '~
PAG~. #2 HUD DISCLOSURE/SETTLEMENT STATEMEN~ ~
700 TOTAl. REALTOR'S COMMISSION 6X $83,000.00'
701 Listing Agency: J ERA-NRT, Ins, $8780
702 ~tllng Agency: J ......... - .; .: ........ . ....
703 Tmnaact~on i=ae: J . ERA-NRT, Inc.
800 ITEMS PAYAEL. E IN CONNECTION WITH LOAN
801 O~g~ation Fee J
802 Loan Discount J
.80_3 Appraisal Fee
804 Credit Repo?t
805 Under~vrftin~.F_ee t
8o8 Document Prepamifon Fee
807 Flood Oertlflcatlo?i
808 Tax Se~ce Fee J
80g Lender Admin~tion fee:
810 Overnight Mail Cl~at~jes: Duncan & Hattmen, P.O.
gOO ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE
901 Interest i from
902 MoF~age insuradce
9% H~.ard ineuranc&
g04 2002 S~hOOI ReaJ Estate Taxes ' '
11 -Jul-02
Darlene Mo¥er. ~'ex Coll~t~
1000 RESERVES DEPOSITED WiTH L~'NDER · , . · ~ .
E$cr~ ~llec~d: I
1001 H~rd Ir~$uran~e
mos. due:' X $ per mo.;
1002 Mortgage insurance
· 1_~O3 CountylLooal ta~xee
1004 School taxes
1005 ._Aggregate AdiuMment ..
11 co TITLE CHARGES
1101 Se~emen! or ciosing fee:
1102 Abstract or title !seamh? ---
1103 Title Review:
1104 Title insurance binder:.
110,~ Docu meat_ pre~aration:
106 Notaq/fees: J Notaq/
107 Attorney's fees! Saidia. 8huff, Flower & Undeey
(Includes above imm' numl~m~-:
108 Ti'de lnsurance~ WILLIAM A. DUNCAN, AGENT FOR FIDELITY NAT]QNALTITLE
O.OO
0.o0
0.00
· ' o~Oo
(includes ~bov~ item numbers):1101 - 1104 Endorsements .......
110g Owner's cover, s_e_ _ $83,000.00
111o Lender's coverage
1111 Ineure¢l Closin~ Letter Rdelity K~_~_~nal Ti'de. ' "
1300 GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Deed i ....... 29.S0 Mo~age
1202 Retease/~afisfbcfion 0.00 Assi~nment/~tip
1~02 County/Lo, al t'ren~fer ~x (1%)
12o3 Pa. $~te transfer tax
..1..e00 ADDITIONAL S~-iTLEMENT CHARGE~
leol Radon testtng~ · Sotrth CenVal Pa Home InsDection
18o~ Pe~t InSl~ec'~on:
Inte~-tate Termite
0,00
0.00
PAiD iBY
BORROWER
1oo.0o
O.00
886.63
PA;D BY
SELLER
....... 3780.00]
!
-, ' , _: 0.00
0.00
6.00
O.00
6~8.75
29.80
O.00
~. '125.00
,1303 Water & 8ewdr Reading: #q4850A - - Carlisle ~:~rough ~
~ ...... ERA, NFrr, inZ 'l
t enzerea on ~in~ -' .................. =
25.00
0.00
4.00
0.O0
O.OI
~80,0{
103 for Borrowe~, line 602 for Seller) '
0.00
~85.00
2388,88~
~ D. NAME OF ~RRO~ER: E, N~E OF SE~ER:
Kathy L. Zengerie
Daniel J. Hancock
H. SE'I-~:MEN'~ AGENT:
DUNCAN & HARTMAN.
I IRV NE ROW
ICARLISLE., PA, 170~$
J. SUMMARY:_OFII~IORROWER'$ TRANSACTION
108 ~&l 'te. xe, n I ~ . ~e, 32-~-02
120 GROSS DUE FROM ~WER '
201 Do~o~A~ ~ ~ H~n~ ' ·
204
Mark A. Zei~ge~ie
Deborah C, Han¢ocl<
~. ~'i' i u=M~-NT DA'i'~:
Thursday 11 -Jul-02
4o~0_00i
420 GROSS DUE TO GELLER
SOO
~507
4025.21 S20
I"' 175,59
65175
sos4.oOl
O.OOl
25.21
75,5'9
Schedule H Exhibits
Cumberland Co
Hanover and H
Carlisle, PA
I RECEIPT FOR PAYMENT
~n~y!- Register Of Wills
[gh Street
17013
Receipt Date
Receipt Time
Receipt No.
1/15/2002
08:14:53
1027983
HANCOCK JANE C
File Number
Remarks
Transaction D~scription
PETITION FOR PROBA
SHORT CERTIFICATE
EXTRA PAGES
JCP FEE
Cash
Total Receive .........
2002-00034
HANCOCK DANIEL JOSEPH
(CASH)
Distribution Of Receipt
Payment Amount
115.00
18.00
6.00
5.00
144.00
144 O0
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
Carlir, le Memoxia] Service, Inc.
41 ~South Bedford Street
Carlisle, PA 17013
Carlisle Memorlal ,Service, Inc.~
Carlisle, PA./ i Telel:hone 243-5480
Please design and builc,' the following memorial
,Z-
" "- ..... 4/<,
Die
. '
Pos ...... .... ..
Deposit .........
~lan~ Due .....
Family Name '
Inscription ........... ~:.
~yle of ~er~ ' ' "
Foundation to .3~ furnished by,: ..: ................. ~....' ............. ' ..........................
M~lerial to be b st selecmd m~u.~enta~ gr~e and to be free from imperf~tions e~d first cla~ in e~ry ~y. W~k to ~ fini~h~ In · ~r~nllke
mBnner.
Sure _ ,,,,, ~,uuea Iii ~ ~o~tr~t Price.
..?tie .and right o.: possession a~d rerno,/a~ .......... . -
Ill Work and ma ' ' .. . u, ~,u s~one, monument or appurtenances shall remain
un te ~als ordered are ful/y p ad by purchaser or ourchasers J~ .... : ....... for all purposes in Cmtisle Memorial
orcier, the undersigr ed 0ierelnatte .r k,~own as the pu..'c~ase~} agrees to pay Cad]sle Memorial Service
· oceptance by Cmll.~e I~mo~al Sen~=e of
thereof, this order a~leJl b~come a ~ ~trac~ betwee- ,~o.b..u. ~n~comple.~o_n ~t?.reof by Cmlisle Memorial Service se~d bi'~-': ;: :'-' '-'. ' ' ..Dollars.on or
,, ,m yu[c~aser alia carlisle Memn,,=~ e.-.,-' ............. ,,,,,~ ~.ga no~lco o1' completlofl
dui7 authorized rep, e~rer, J~Uve of ~al:~ C. arfisle Mem3rial SaUce; it being understood that thL~ Instrument upon such acceptance covers all of the
...... -,-,,.<, -~,u, a~epmnce thereof ~n the space below by a
agreement betwee~ the r~urchaeer ~-- ~. .........
st ..... ~ . . "'" ~,,,,e Mer~onai SePdce and that no agent or re resentative o~ Cad ' rtai SaUce has
herein set for~ isle Memo made any' ' ' ' ' '
' t gor the acceptartcu Of t~is o~er the contract ~o mede cannot be cancelled
:nrdb~t 'i~Vh:gr:;' Oufn(-rlarhsl,e Mem.!al Service or in e,W --~nner except by ~mreame-., ............ . altered, or modified by the gurcha~er
Y er~tood end a . . -= .... ,, w~mng u~t'Ween tile 13urcha~er and Car/Isle Memoria/~erv'
original co, t of the /v;rklor work ,greed by ell para,es ,n,,olvea~ th,t in ca, of def, u/t by purchaser or purch,,r~, twenty-five per cant of the
;end mat.~rials oral:red, as the case may be, shall be specified correct liquidated damegel which Purchaser
shall owe Carlisle M;mofial Service. I~s; sum a~
remov;,I and taking ~ossel~sion of [tare an.,, payee:! on account made prior to suCh default, this specification of damagel to be due regardle~ of
defeutt.. / /m:)nu~e~r~a~e~m~rch~er~ha.~c~r~eM.m~.~$ervice~"~-~.~h
'. ' ............................................... ~ ................................................... (SEAL)
(SEAL)
Catlike Memorial Sar dca fpl~rovat By ............ ' .
i W ' · .' ................................. (SEAL)
i h~te. Office Copy, Canary: Customer Copy; Pink: Salesman Copy;. Gold. Office Copy ......
CUMBERLAND LAW JOURNAl,
2 LIBERTY AVENUE
.CARLISLE, PA 17013
FERUARY 1, 2002
Cun~ >efland Law Journal is published every Friday by the Cumband County Bar
Association and is ;designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Kathleen K. Shaulis,ESQUIRE
Jane C. Hancock aka Sara Jane Hancock,, ESTATE
Le
paid in ad~
· Advertise~ aent inserted on following dates:
t'
JANDARY 18, 25, FEBRUARY 1, 2002
Payment
by Becl
al advertisements must be received by Friday Noon. All legal advertising must be
lance. :Make all checkS payable to: Cumberland Law Journal.
received_ JANUARY 16, 2001
H. Morgenthal/Executive Director-
Advertising Cost
Proof of Publication
Second Proof Request
Payment received
$ 75.00
$ 0.00
$ 0.00
$ 75.00
Total Amount Due
$ 0.00
RETAIN THIS PORTION FOR YOUR RECORDS
REMITTANCE ADDRESS , I BILL TO ..................
P.O. BOX 1307J CARLISLE? PA 17013I LAW OFFICES SHAULIS, KATHLEEN
AD NUMBER i J CLASS SALESPERSO, BILLING DATE LINES
216219, I 10 PUBLIC NOTICES 28 01/30/02 25
AD DESCRIPTION J START DATE STOP DATE
CO-EXECUTOR'S NOTICE LETTERS TESTA 01/15/02 01/29/02
PUBLICATION I , INSERTIONS RATE NET AMOUNT GROSS AMOUNT
DAYS RUN
PURCHASE ORDER
· Jane C Hancock PAY THIS AMOUNT 87.35 104.82'
............ __ AFTER 03/01/O2
M NAr. J. i Hancock
20~
SEYMOUR A. EWING
Licensed Funeral ~Director
CARLISLE, PA 17013
Parker Street, Carlisle,Pennsylvania 17013
EWING BROTHERS
630 SOUTH HANOVER STREET
MEMBERS OF NATIONAL FUNERAL DIRECTORS ASSocIATION
STEVEN A. EWING
Licensed Funeral Director
PHONE (717) 243-2421
January 3. ' 19 2002
WILLIAM M. EWING
Licensed Funeral Director
R cei ed January 3,2002 the sum of $ 4130.00 for the
F~uneral of Jane C. Hancock to beput into a a irrevocable
b~rial account in the Orrstown Bank.
P~efessional Services ' - $ 2695.00~
~ tal Sealer Casket. - ......... $ 1425.00
tive Death Certificates. ....... $ ....10.00
I Totals 4130.00
The Principa~sum and any interset from this account is to'
:rPaidtoEwing Funeral Home at the time of
the
Brothers
death.
Se~ur A. Ewing L.F.D.
· LEGAL RATE OF INTEREST AFTER THIRTM DAYS
THE LAW O FICES~ OF
KATHLEEN K. SHAULIS, EsQ.
44 SOUTH HANOVER STREET
CARLISLE, PA 17013
PHONE: (71 7) 2436655 FAX: (717) 243-6618
EMAIL: JRS037CARLISLE@SPRINTMAIL.COM
Daniel J. Ham )ck
Kathy Lynn Z mgerle
205 Parker St~ eet
Carlisle, PA 117013
Re' E~tate of Jane C. Hancock a/k/a Sara Jane Hancock
No. #1002-2002
Account to ~!e
1/10/2002 Initial consultation
1/11/2002 Setcure EIN number
1/11/2002 A~rrange Advertising
1/30/2002 Reimbursement for
Sentinel Advertising
(See Attached)
2/13/2002 Reimbursement for
CC Law Journal
2/16/2001 ~P.hyment (Check No. 101)
2/16/2002 P.hyment (Check No. 104)
7/29/2002 l~'reparation of Inheritance Tax
Return
Hrs/Rate Amount
.75 hr/S100 hr $75.00
.5 hr/$100 hr 50.00
.5 hr/$100 hr 50.00
N/A 87.33
N/A
2.25 hr/S100.00
75.00
(262.33)
(75.00)
225.00
Balance 7/! 1/02 $225.00
Schedule I Exhibits
au Is
Schedule J Exhibits
COMMONWEALTH OF PENNSYLVANIA
'DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXE
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
SHAULIS KATH~LEEN KRISE
44 SOUTH HANOVER STREET
CARLISLE, PA 17013
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001393
........ fold
ESTATE INFORMATION: SSN: 201-18-5487
FILE NUMBER: 2102 ~ 0034 '
DECEDENT NAME: . HANCOCK JANE C
DATE OF PAYMENT 07/10/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/06/2002
REMARKS:
TOTAL AMOUNT PAID:
KA' ~HY LYNN ZENGERLE & DANIEL
J HONCOK C/O KATHLEEN SHAULIS
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT'
101 I $2,800.00
$2,800.00
SEAL
CHECK#
12
INITIALS: CW
RECEIVED BY:
TAXPAYER
MARY C. LEWIS
REGISTER OF WILLS
Th~s is ~0 c~rtit~, t~at i[he mtormanon here g~ven ~S correctly copied trbm an ong~n~ert ~te o
Local Registry. The ~
' ~ ' ' rigin~ cerrificate will be fonvarded t~ the State Vitfl Recor~ O~ce for permanent filing. . .
WARNING: It is illegal to duplicate this copy by Photostat or photograph. '
Loc~ Registr~
P 7 9 [ 3 4 9 5 ~~~ JAN" 8 2002
No. ~ Date
~MMO~LTH OF P~NS~VA~A * DEP~ME~ OF H~L~ · V~AL RECORDS
CERTIFICATE OF DEATH
Ge ~rge stanford Cover. ~~e Goodye~
,~1 J, H~cock' 205 Parker
9,2002
19-L
,PennsylvantalTO]
STATE OF PENNSYLVANIA
COUNTY OF CUMB~.RLAND
estate of HANCC~K JANE 'C
(~S'li, ~'l~'l',
a/k/a HANCOCK SARA JANE
in said county,/ deceased, to
HANCOCK KATHY LYNN AKA
SHORT CERTIFICATE
MARY C. LEWIS
Register for the Probate of Wills ~and Granting
Letters'of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the 15th day'of January A.D.,
Two Thousand and Two,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
, late of CARLISLE BOROUGH
HANCOCK DANIEL JOSEPH
ZENGERLE KATHY LYNN
(LAST,
or
and that same .as not since been revoked;
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA,. this 15th day of January
A.D.,. Two Thousand and Two.
File No. 2002-00034
PA File No. 21-02-~034
Date of Death 1/06/2002
S.S. # :201-18-5487
WILL
I, .JANE C. HANCOCK, aka SARA JANE HANCOCK, of 321 Arch Street, Carlisle, Cumberland
County, Pennsylvania, declare .this to be my last will and revoke any will
previously madle by me? .
ITEM ONE. I direct that all my debts and funeral expenses, including my grave-
marker, shall/be paid from my residuary estate as soon as practicable after my
decease, as a/part of the expense of the administration of my estate.
ITEM TWO. I give, devise and bequeath my entire estate both real and personal to
my husband, W~LBUR SAMUEL HANCOCK, if he survives me by 60 days. In the event
that he predelceases me or is not then living on the 61st day after my decease,
then I give,~/devise and bequeath my entire estate to my children, DANIEL JOSEPH
and KATHY LYNN equally, share and share alike, per stirpes.
ITEM THREE. /I appoint my husband, WILBUR SAMUEL HANCOCK, Executor of this my
last will. Should he fail to qualify or cease to act as Executor, I appoint
D. To sell at public or private sale, for cash or credit, with or without
security t~ exchange or to partition, real or personal property and to give
options fo~ leases.
.E. To make distribution in kind.
F. To compromise claims.
INiWITNESS WHEREOF, I have hereunto set my hand. this~ ,day of~
1982.
The prece¢ing instrument, consisting of this and twp/other typewritten pages each
identifie? by the signature of the Testatrix, JANE ~. HANCOCK, aka SARA JANE HANCOCK,
was on th~. day and date thereof signed, published .... and _declared_ _ by ................ th~ T~~ .....
~JANE_C._ ~ ~m~v -,.~ o ........................
COMMONWEALTH OF PENNSYLVANIA
I
COUNTY OF CUMBERLAND
: SS
:
I, JANE C. HANCC.CK, aka SARA JANE HANCOCK, whose name is.signed tO the attached
instrument, hav:[ng been duly qualified according to laW, do hereby acknowledge
that I signed a~d executed the instrument as my last will; that I. signed it
willingly; and ~hat I signed it as my free and voluntary act for the purposes
therein express ~_d.
Sworn and affil med to and acknowledged before me this~-6%~ day of 1982.
COMMONWEALTH OF PENNSYLV
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
KATHLEEN K SH
44 S HANOVER
CARLISLE, PA
........ fold
kNIA
~ULIS ESQUIRE
STREET
701 3
ESTATE INFORMATIO~IN:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SSN: 201-18-5487
FILE NUMBER: / 2102-0034
DECEDENT NAME: / HANCOCK JANE
C
DATE OF PAYMENT: 08/07/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/06/2002
TOTAL AMOUNT PAID:
HLEEN K SHAULIS ESQUIRE
REMARKS:
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX(11-96)
NO. CD 001488
AMOUNT
101 $169.58
$169.58
SEAL
CHECK# 16
INITIALS: JA
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
Name of the Decedent: Jane C. Hancock A/K/A/ Sara Jane
Hancock
Date o~ Death: January 6, 2002
Will 034 of 2002 Admin. No.: 00034 of 2002
Pl.rsuant to Rule 6.12 of the Supreme Court Orphans'
Court {ules, I report the following with respect to
comple~mon of the administration of the above-captioned
estate:
State whether the administration of the estate is
~omplete: Yes X No
If the answer is No, state when the personal
representative reasonably believes that the
administration will be complete:
Dat~
If the answer to No. 1 is Yes, state the
following:
a o
do
Did the personal representative file a final
account with the court? Yes No
The separate Orphans' Court No. (if any) for
the personal representative's account is :
Did the personal representative state an
account informally to the parties in
interest? Yes X No.
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 his report.
ignature
Kathleen K. Shaulis
44 South Hanover Street
Carlisle, PA 17013
(717) 243-6655
Capacity:
X
Personal Representative
Counsel for Personal
Representative
IN RE : ESTATE OF JANE C. HANCOCK A/K/A SARA JANE HANCOCK,
DECEASE~
RECEIPT AND RELEASE
Thl circumstances leading up to the execution of this instrument are as follows:
1. Jan~ C. Hancock A/K/A Sara Jane Hancock died on January 6, 2002.
Testamentary Letters were granted to Daniel J. Hancock and Kathy Lynn Zengerle,
chi dren of the decedent and Executors of her Last Will and Testament dated May
25. 1982.
2. Pt~ suant to her Last Will and Testament, her children Daniel Joseph Hancock and
Ka :hy Lynn Zengerle were her sole beneficiaries.
3. It s the desire of Daniel Joseph Hancock and Kathy Lynn Zengerle that their shares
estate of Jane C. Hancock A/K/A Sara Jane Hancock, deceased, be
them without the formality of a Court proceeding, and the said Daniel
Hancock and Kathy Lynn Zengerle are willing to make such distribution.
of this Receipt and Release.
4. of the Administration of the Estate of Jane C. Hancock
Sara Jane Hancock, has been prepared by Daniel Joseph Hancock and
Lynn Zengerle, Executors, and is attached hereto as Schedule "A."
5. consideration of the foregoing and intending to be legally bound hereby, Daniel
seph Hancock and Kathy Lynn Zengerle: .
A. Do hereby waive an audit of an account of the administration of the Estate of
Jane C. Hancock A/K/A Sam Jane Hancock, deceased, by the Orphans' Court
Division of the Court of Common Pleas of Cumberland County,
Pennsylvania;
B. Do hereby declare that they examined the attached informal account of the
Estate of Jane C. Hancock A/K/A Sara Jane Hancock, deceased, that they fred
it to be tree and correct in all particulars; that they accept and approve it with
the same force and effect as if it had been prepared and duly filed with,
audited, adjudicated and confirmed absolutely by the Orphans' Court Division
of the Court of Common Pleas of Cumberland County, Pennsylvania, and as if
shares of the balance of principal and income had been duly awarded to
them;
C. Do hereby acknowledge that Daniel Joseph Hancock and Kathy Lynn
Zengerle, Executors, have distributed the assets of the Estate of Jane C.
Hancock A/K/A Sara Jane Hancock, deceased;
D. Do hereby absolutely and irrevocably remise, release, quitclaim and forever
discharge Daniel Joseph Hancock and Kathy Lynn Zengerle, Executors, their
heirs, executors, administrators and assigns, of and from any and all action,
reckonings, liabilities, claims and demands relating in any way to her
administration of the Estate of Jane C. Hancock A/K/A.Sara-Jane Hancock,
deceased;
Do hereby indemify and hold harmless Daniel Joseph Hancock and Kathy
Lynn Zengerle, Executors, their heirs, executors, administrators and assigns,
from and against any and all claims, losses, liabilities and damage which they
may suffer or to which they may be subjected by reason of her administration
of the Estate of Daniel Joseph Hancock and Kathy Lynn Zengerle, and the
distribution of the estate without an account or the approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County,
Pennsylvania, including but not limited to, any liability for any federal estate
tax, Pennsylvania inheritance tax or any other death taxes, together with
interest and costs incidental thereto, relating in any way to the estate; and
/ ?' Do hereby declare, it to be there intention that this instrument shall be legally
binding upon them and upon their heirs, executors, administrators and assigns.
WitneSs: ~ ,ff /~
( ~ Kathy Lynn Zeffgerle ' ' Date
Daniel Joseph Hancock and Kathy Lynn Zengerle
Executors for
Estate of Jane C. Hancock A/K/A/Sara Jane Hancock
Date o~ Death:
Date o~ Executors' Appointment
First omplete Advertisement of
G:ant of Letters
January 6, 2002
January 15, 2002
January 18, 2002
Put
Z(
durin(
of Account: Daniel Joseph Hancock and Kathy Lynn
, Executors, offer this account to acquaint
sted parties with the transactions that~have occurred
their achninistration of the estate.
ASSET;
irst Union Bank
Savings account 3000012326300
CDA 24741204127728601252002
CDA 24741206088257511272002
IRA 25741006021744406062003
?NC Bank Acct. No. 5000040021
Household goods, appliances, etc.
$ 1437.22
2867.62
2808.22
4602.08
6090.89
2224.50
ASSETS
$20030.5'3
DISB1
Funeral expenses (prepaid)
Execrator' s Fee
Atto :ney's Fees
Probate Fees Petition, Short cert.
Legal Advertising
InhEritance Tax Filing Fee
Pha~merica (prescriptions)
Wes1 Shore EMS (Emergency Medical)
Tho]nwald Nursing Home
All ~irst Bank (#109047590002)-(line of credit)
Fralk Potteiger's Auction House
H & R Block (preparation of income tax)
Pa.
TOt
NE".
EX]
EX
Inheritance Tax
AL DISBURSEMENTS
'ASSETS
'ECTED DISTRIBUTION
'ECTED DISTRIBUTION PER BENEFICIARY
5300.00
0.00
400.00
154.00
162.83
15.00
79.05
32.00
3849.83
3085.41
867.35
110~00
2969.58
$17025.50
$3005.48
$3005.48
$1502.74
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