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Home My WebLink About02-0218 BEFORE THE REGISTER OF WILL.~ OF CUHB~D COUNTY, PENNSYLVANIA NO. D.t ESTATE OF JOHN A. HUDOCK, DECEASED INFORMAL CAVEAT TO THE HONORABLE MARY C. LEWIS, REGISTER OF WInnS: This is to request that you grant no letters testamentary or letters of administration upon the estate of the above Decedent who died February 11, 2002, a resident of East Pennsboro Township, Cumberland County, Pennsylvania, without notice to the undersigned. This Caveat is filed on behalf of James P. Hudock and Jason D. Hudock, who are sons of the Decedent. Respectfully Submitted, 1~ D ~C~me~on, Esq. ney I.D. No 58998 North Front Street Harrisburg, PA 17102 (717) 236-3755 Dated: February 27, 2002 0 AJ.L~STA~E LE~,~3~ A I~/~1~1 i 0 ~ ~ 0 IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS Estate of JOHN A. HUDOCK, DECEASED No. 21-02-218 also known as ANNE KERRIGAN Petitioner(s), who is/are 18 years of age or older, a pply)ies) for: (COMPLETE "A" OR "B" BELOW:) , Deceased Social Security No. 171241479 A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut -- Decedent, dated and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.ta.: pendente lite, durante absentia; durante minodtate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence ANNE KERRIGAN JASON D. HUDOCK Wife Son 470 Fairway Drive, Camp Hill, PA 2739 Geor~letowne PI. Rochester, MN 5807Barnwood PI. Columbia, MD JAMES P. HUDOCK Son JOSEPH HUDOCK Son 496 Waterside Ave. Canal Fulton, OH JOHN HUDOCK, II Son 214A Ross Ave. New Cumberland, PA (COMPLETE IN ALL CASES:) Attach aclditional sheets if necessary. Decedent was domiciled at death in Cumberland residence at 470 Fairway Drive, Camp Hill, PA 17011 County, Pennsylvania, with his/her last family or principal (list street, number and municipality) years of a~ie, died February 11 ,2002 , at Holy Spirit Hospital, Camp Hill, PA Decedent, then 69 Decedent at death owned property with estimated values as follows: (Location) (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 Pennsylvania ........................................................................................ $., Total Real Estate situated as follows: 470 Fairway Drive, Camp Hill, PA 17011 VVherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: 90,000.00 200,000.00 290,000.00 Signature Typed or printed name and residence ANNE KERRIGAN 470 Fairway Drive, Camp Hill, PA 17011 RW-1 Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. ~ Sworn to and affirmed and subscribed ANNE KERR~GAN ,~ before me this / ~ day of ~ 2002 _ DECREE OF REGISTER Estate of JOHN A. HUDOCK, DECEASED also known as Social Security No: 171241479 AND NOW, MLA_RCH 13. Deceased NO: 21--%~,f12-? 1 8 Date of Death: 2/11/02 ~ ~: 2002 in consideration of-the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~) Testamentary [~ of Administration ((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante rninoriate) are hereby granted toANNE KERRIGAN in the above estate and that the instrument(s), if any, dated described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... Short Certificates(s) ............... $ Renunciation .......................... $ Extra Pages ( ) ...............$ I.T.R ....................................... $ JCP Fee ................................. $ Inventory ................................ $ Other ...................................... $ 270.00 $ 12.00 5.00 287.00 TOTAL ............................. $ MAILED LETTERS TO ADMINISTRIX (j- · ' ' Register of Wills Attorney: Maxine Kay I.D. No: 33085 Signature Lewis, Esquire Address: 1101 North Front Street Harrisbur9 PA 17102 Telephone: (717) 234-3136 DATE FILED: ]~LARCH 13, 2002 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Psegistrar. The original certificate will be forwarded to the State Vital Records Office for permanent '[qling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8066317 No. Local Registrar COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH I · 0 ~R: ...... - ~-- I"-~'~ _ I~.3~° ~ ~- ~ ~,~1 ~ . ~' ~ ~) ~ c~. ~.) MESSAGE CONF I RMAT I ON 02/28/02 09:42 IDzREGISTER OF WILLS DATE 02/28 S,R-TIME DISTANT STATION ID MODE 00'40" ?17 761 5015 CALLING PAGES RESULT 02 OK 0000 FA_X # FAX TRANSMITTAL- T( ) AT'[1N FROM' D A'Ft.] (;ALI. (717) 2.q0--(~?j~-l.'()h' ANY INQUm[ES FROM: County of Cumberland One Courthouse Square Carlisle, PA 17013-3387 FAX # (717) . 240-7797 BEFORE THE REGISTER OF W~.~.~ OF ~ERLAND COUNTY · PENNSYLVAN'rA NO. ~.~ -2002 '-' ~.[ ~ ESTATE OF JOHN A. HUDOCK, DECEASED INFORMAL CAVEAT TO THE HONORABLE MARY C. LE~IS, REGISTER OF WILLS: This is to request that you grant no letters testamentary or letters of administration upon the estate of the above Decedent who died February 11, 2002, a resident of East Pennsboro Township, Cumberland County, Pennsylvania, without notice to the undersigned. This Caveat is filed on behalf of James P. Hudock and Jason D. Hudock, who are sons of the Decedent. Respectfully Submitted, 1~ D~C~m~ron, Esq. ney I.D. No 58998 North Front Street Harrisburg, PA 17102 (717) 236-3755 Dated: February 27, 2002 MESSAGE CONF I RMAT I ON 03/06/0~ 10:21 ID--REGISTER OF ~.dlLLS DATE 05/06 S,R-TIME DISTANT STATION ID MODE 00732" 7172363655 CALLING PAGES RESULT 01 OK 0000 MARY C. LEWIS Register of Wills & Clerk of the Orphans' Court JERRY R. DUFFLE, ESQ. Solicitor OFFICES OF One' Courthouse Square Carlisle, Pa 17013 (717) 240-6345 FAX (717) 240-7797 James D, Cameron, Esq. 1325 North Front Street Harrisburg PA. 17102 RE: Informal Caveat Dear Mr. Cameron: Please be advised that on March 1, 2002 Anne Kerrigan submit, ted the petition for letters of Administration on the estate of John A. Hudock. On February 27, 2002 you filed an Informal Caveat. You must post a bond in the amount of three thousand dollars (3,000.00). The probate will not be delayed for more then ten- (10) days unless the Caveator files with the Register in the name of the Commonwealth. Conditioned for any cost, which may be decreed against the caveator. Then a formal caveat is filed to trigger the hearing. Thank you Register of Wills In re ESTATE OF JOHN A. HUDOCK, deceased IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. ~.~-'~)a-- c~,~ TO THE REGISTER: Please withdraw the Informal Caveat filed on behalf of James P. Hudock and Jason D. Hudock in the above-captioned matter, without prejudice. Respectfully Submitted, Ja~s~D. Camion, Esq. Attorney I.D. No 58998 1325~North Front Street Harrisburg, PA 17102 (717) 236-3755 CERTIFICA?E OF SERVICIg I, James D. Cameron, Esq., hereby certify that I have served a copy of the above Praecipe by mailing a true and correct copy of the same, by first class mail, postage-prepaid, addressed as follows, this 8th day of March, 2002: Maxine K. Lewis, Esq. 1101 North Front Street Harrisburg, PA 17102 Attorney for Anne Kerrigan Harrisburg, PA 17102 (717) 236-3755 FAX # FAX TRANSMI~AL T( ) FROM. D A'I~] FROM: Count5, of Cumberland One Courthouse Square Carl/sle, PA 17013-3387 FA~ # (717). 240-779? PAGE (.)NI.: ()!" ~ In re ESTATE OF JOHN A. HUDOCK, : IN THE COURT OF COMMON PLEAS deceased : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : No. TO THE REGISTER: Please withdraw the Informal Caveat filed on behalf of James P. Hudock and Jason D. Hudock in the above-captioned matter, without prejudice. Respectfully Submitted, Attorney I D. No 58998 1325~North Front Street Harrisburg, PA 17102 (717) 236-3755 MESSAGE CONF I RMAT I ON 03/11/02 16:24 IDcREGISTER OF ~ILLS DATE 03/11 TIME S,R-TIME DISTANT STATION ID MODE 16:23 00'59" ?17 761 3015 CALLING PAGES RESULT 02 OK 0000 IN TIJIE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE $.6(a) Name of Decedent: JOHN A. HUDOCK Date of Death: 2/11/02 SSN: 171241479 Date Letters Granted: 3/13/02 To the Register: Estate No. 2002 - 00218 File No. Will or Administration No. I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 3/26/02 Name ANNE C. KERRIGAN Address 470 FAIRWAY DRIVE CAMP HILL, PA 17011 JASON D. HUDOCK 2739 GEORGETOWNE PLACE ROCHESTER, MN 55901 JAMES P. HUDOCK 5807 BARNWOOD PLACE COLUMBIA, MD 21044 JOSEPH HUDOCK 496 WATERSIDE AVENUE CANAL FULTON, OH 44614 JOHN HUDOCK, II 214A ROSS AVENUE NEW CUMBERLAND, PA 17070 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A Date: Capacity: ........ Personal Represontative ____X_ .... Counsel for Personal Representative ~ I S~g r~atu r~e- MAXINE KAY LEWIS, ESQUIRE Name (Please type or print) 1101 NORTH FRONT STREET Address 1ST FLOOR HARRISBURG PA 17102 Telephone No. 717 - 234 - 3136 FORM 93 - O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNS~V~Ni~ ORPHANS' COURT DIVISION IN RE: ESTATE OF JOHN A HUDOCK (Deceased) No. 21-02-218 of 2002 CLAIM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of ADVANTAGE RECEIVABLE SOLUTIONS for HOUSEHOLD CREDIT SERVICES (Claimant), account # 5437000506842766 ! 171241479, in the amount of $7,310.72 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 470 FAIRWAY DR, CAMP HILL, PA 17011-2020, died on February 11, 2002. Written notice ofthis claim was given to _~[~OB~ ~((i,~dtr).~ q"]O ~[~) ~q~/~ Il ~3~ }r~O [{t (Personalrepresentative, ifany, or counsel). May 20 , 2002 - (,3 '(Claimant) ADVANTAGE RECEIVABLE SOLUTIONS 1941 SOUTH 42ND STREET SUITE 380-25 PO BOX 6618 OMAHA, NE 68106-0618 800-999-3778 (Claimant's Address) < g z~ CLIENT: HOUSEHOLD BANK (SB), N.A. ACCOUNT: 72005301 STATUS: ACTIVE STATUS PACKET: ADDRESS INFORMATION I CONTACT TYPE: PRMCON PREFIX: More. CONTACT INFORMATIONI PHONE INFORMATIONI LANGUAGE: PHONE TYPE: HOMP~N RESP: PRMRSP FIRST NAME: JOHN MIDDLE NAME: A LAST NAME: HUDOCK EXTENDED: SUFFIX: CODE: MAIL AREA CODE: 717 PREFIX: 737 NUMBER: 9728 EXTENSION: ANSWER CODE: SSN: 171241479 CALL CODE: CALL CLI REF#: 5437000506842766 REASON: 00-ACTIVE ADDRESS TYPE: PRMHOM STREET: 470 FAIRWAY DR CITY: CAMP HILL STATE: PA ZIP CODE: 1701/ 2020 COUNTRY: US MAIL 0 PAYMENTS I I ACCOUNT STATISTICS CURKENT ~ALARCE: { ~JUST~D BAL~CE: 7310.72000 LISTING BAL~CE: 7310.72000 0.0000 IN RE: ESTATE OF JOHN ItUDOCK STATE OF PENNSYLVANIA IN THE REGISTER OF WILLS COURT: CUMBERLAND COUNTY ESTATE NO. 21 02 218 STATEMENT OF CLAIM 1. MBNA America hereby presents for filing against the above estate this statement of claim in the amount of $ 5,666.02. 2. The basis for the claim is MBNA account number 4264290290026319 which was opened on 10-14-88. 3. The tax identification number of the claimant is 510331454. 4. The name and address of the claimant is MBNA America, 1000 Samoset Drive, Wilmington, DE 19884. 5. This claim IS NOT contingent. 6. This claim IS NOT secured. 7. The last payment made on the account was $ 86.00 on 02-09-02. Under penalties of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief. KATRINA 1~. ~rOOTTEN' ' h I~NX Xmerica ,2002 ~C' Claimant State Of Delaware, County of New Castle IN WITNESS WHEREOF, I have set my hand and notarial seal this {~) P~ day of }~ ~/,df ,2002 -I My Commission Expires: ~-~~ ~0 ~ Notary Public X165-1 CUSTOMER INFORMATION SYSTEM 05/07/02 * 4264290290026319 * 12:36:01 JOHN*HUDOCK CURBAL: 5962.74 CYCLE: 22 N 0000000000000000 CR LIN: 29700.00 STATUS: 5 CHANGED: 02/20/02 ***************************** FEBRUARY STATEMENT ***************************** POST REFERENCE PAYMENTS AND CREDITS 0209 04057076152 PURCHASES AND ADJUSTMENTS 0215 24692162045000366801452 ORDER NO. TRAN -DESCRIPTION PAYMENT - THANK YOU 0214 TALK AMERICA AOL LD BC3 27848082 BC ---AMOUNT--- 86.00CR C * 149.42 .00 ***************************** FEBRUARY STATEMENT PREV BAL - PAY + SALE + CASH + F/C $5686.27 $86.00 $149.42 $0.00 $65.75 PF10=PAGE FORWARD PFll=TRANSACTION SUMMARY PF06=MARCH STMT PF15=JANUARY STMT --~WBAL PAl=BEGIN Z5'44 1 PA2=SYSTEM MENU IDL2 4-© 1 MBNAIS 192.168.16.20 WDA43M33 2/31 BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRISBURG, PA 17126-0601 ANNE C KERRIGAN q70 FAIRWAY DR CARP HILL COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLONANCE OR DISALLONANCE OF DEDUCTIONS, AND ASSESSI~ENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE OZ-I7-ZO05 ESTATE OF HUDOCK DATE OF DEATH 02-11-2002 FILE NUHBER PA 17011-2020 21 02-0218 COUNTY CUMBERLAND SSN/DC ITl-Iq-IR79 ACN 02112682 Amoun~ Ra, m/t~md REV-Z648 EX &FP (01-03) JOHN HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 A CUT ALONG THXS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-IS48 EX AFP (01-03) NOTXCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOXNTLY HELD OR TRUST ASSETS DATE 02-17-2005 ESTATE OF HUDOCK JOHN A DATE OF DEATH OZ-11-ZOOZ COUNTY CUHBERLAND FILE NO. 21 02-0218 S.S/D.C. NO. 171-2q-1~79 ACN 02112682 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET XNFORNATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 005835R860 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING C ) TRUST ( ) TIHE CERTIFICATE DATE ESTABLISHED 05-28-1987 Accoun~ Balance Percen~ Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due 1,507.03 0.500 653.52 .00 653.52 .15 98.05 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: **REGISTER OF WILLS, AGENT." TAX CREDTTS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH OZ-Z5-ZO05 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REgUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 98.05 1.56 99.59 PURPOSE OF NOTICE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TI P.S. Section 91q0). PAYMENT: REFUND ¢CR) OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Make check ar money order payable to: REGISTER OF NILLS, AGENT. : A refund of a tax credit, which ems not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available et the Office of the Register of Hills, any of the 23 Revenue District Offices or by calling the specie! Iq-hour answering service for forms ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and or speaking needs: X-8OO-q~7-3OgO (TT only). 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 may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Departmant cf Revenue, Board of Appeals, Dept. ZBiOZI, Harrisburg, PA 17128-10Z1, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court 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, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decmdent's death, a five percent CSg) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 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 intarest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January l, Z98Z hear interest at the rate of six (6g) percent per annum caZcuIated at · daily rate of .00016~. A11 taxes which became delinquent on or after January 1, 1982 mill bear interest at a rate ehich mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea._...r Rate Factor Year Rate Factor 19BI lOX .O005q8 1987 9Z .O00Zq7 1999 7Z .00019Z 1983 ZBZ .000~38 1988-1991 llZ .000301 ZOO0 az .000z19 X98q llZ .000301 1992 9Z .ooozq7 ZOOl 9Z .ooozq7 1985 132 .000556 1993-199q 72 .00019Z 200Z 6Z .00016~ 1986 IOZ .O00Z7q 1995-1998 9Z .O00Z~7 2003 5Z .000137 --Interest is calculated as fallows: ZNTEREST= BALANCE OF TAX UNPAZD X NUNBER OF DAYS DELXNQUENT X DATLy ZNTERBST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (la) 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. BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DIVISION DEPT, 280601 HARRISBURG,, PA 17128-0601 ANNE C KERRIGAN 470 FAIRHAY DR CAMP HILL COMNONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF TNHER/TANCE TAX APPRAZSENENT, ALLONANCE OR DTSALLONANCE OF DEDUCTIONS, AND ASSBSSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS PA '17011-2020 DATE 02-17-2003 ESTATE OF HUDOCK DATE OF DEATH 02-11-2002 FILE NUHBER 21 02-0218 COUNTY CUMBERLAND SSN/DC 171-24-1479 ACN 02112681 Amoun~ Remi~ed REV-1548 EX AFP COl-OS) JOHN HAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOHER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DZSALLOHANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-17-2003 ESTATE OF HUDOCK JOHN A DATE OF DEATH 02-11-2002 COUNTY CUHBERLAND FILE NO. 21 02-0218 S.S/D.C. NO. 171-24-1479 ACN 02112681 TAX RETURN HAS: eX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0033359806 TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE BATE ESTABLISHED 01-28-1996 Account Balance Percent Taxable X 0.500 Amount Subject to Tax 1,027.46 Debts and Deductions - .00 Taxable Amount 1,027.46 Tax Rate X .15 Tax Due 154.12 TAX CREDITS: 2,054.92 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE HITH YOUR TAX PAYMENT TO THE REGISTER OF HILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF HILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) :NTEREST/PEN PAID (-) NTEREST IS CHARGED THROUGH 02-25-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THTS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ IF TOTAL DUE TS LESS THAN $1~ NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' ¢ CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) .00 154.12 2.45 156.57 PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 cf the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S. Section 9140). PAYNENT: REFUND (CR): USJECT/ONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSIS). Applications ara available at the Office of the Register of Hills, any of the ZS Revenue District Offices or by calling the special 24-hour answering service for forms ordering: 1-800-562-Z050; services for taxpayers aith special hearing and or speaking needs: 1-800-447-$DZ0 (TT only). 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 may object within sixty (60) days of receipt of this Notice by: --mrittan pretest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court 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. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (52) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 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 is charged beginning eith first day of delinquency, or nine (9) months and cna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of six (62) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which ail! vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 92 .000247 1999 72 1983 162 .000458 1988-1991 Z1Z .000301 ZOO0 8Z .000219 1984 llX .000301 1992 92 .000247 ZOOl 92 .000247 1985 132 .000556 1993-1994 72 .000192 2002 62 .000164 1986 102 .000274 1995-1998 92 .000247 2003 52 .000137 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUHBER OF DAYS DELXNQUEIqT X DAILY TtlTEREST 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 the Notice, additional interest must be caIcuXated. EV-I~O EX + (~-~) , COMMONWEALTH OF ' PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INiTIAl. Z Hudock, John A. UJ DATE OF DEATH (MM-DD-Year) 02/11/2002 /?.- REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-DO.Year) 09/10/1932 OFFICIN. USE ONLY FILE NUMBER 2 1 -0 2 0 2 1 8 COUNTY COOE YEAR NUMBER SOCIAL SECURITY NUMBER 171-24-1479 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ul Z 0 h lU h' 0 0 Z (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, RRST, AND MIDDLE INITIAL) Kerri~lan, Anne C. SOCIAL SECURITY NUMBER [] 1. Original Return D4. Umited Estate D6. Decedent Died Testate (AttachcopyofMI) g 9. Litigation Proceeds Received [~1 2. Supplemental Return D4a. Future Interest Compromise (da~ of d~ Mw 12-12~2) "--17. Decedent Maintained a Living Trust (A~tanh copy of Trust) I--'1 10. Spousal Poverty Credit (dam ~' deam be~v~n 12-31-91 and 1-1-95) O3. Remainder Return (date o~ deah prior to 12-13-82) r-'l 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (N~ach Sch O} NAME Maxine Kay Lewis FIRM NAME (If Applicable) Lewis Law Offices TELEPHONENUMBER 717 234-3136 COMPLETE IVlAILING ADDRESS 1101 N. Front Street Harrisbur~l PA 17102 1. Real Estate (Schedule A) (1) 2, Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) O Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11, Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 1 llgg, 000.00~ ,, J 54 90189 : 0:00 251,000.00 OFFICIAL USE ONLY (8) 416,970.89 58,336.81 64,159.48 (11) 122,496.29 (12) 294,474.60 294,474.60 (13) (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 Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. r"-I j7 -/- [, .0 0 (15) X ,12 (17) X .15 (18) (19) Decedent's Complete Address: 470 Fai~?ay Drive Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest / ~ ~', ~ E. Penalty ISTATE PA I z~P 17011 (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) If Une 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (4) If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Une 5 +5A. This is the BALANCE DUE. (5B) 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; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for' or payable upon death bank account or secudty at his or her death? ................. [] [] 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. {~ idel~ .p~n. al '.li~s of perju~., I ..d~cla~.. that I have. examined ~is .return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is line, co~ect and complete. a~on or preparer oma' man me persona representative is based on all information of which prepaer has any knowledge. SIGNATURE OF PERSON RESPON.~E_~F R FILING RETURN 470 Fairway Drive, Camp Hill SIGNATURE OF PREPARER OTHER THAN REPRBSENTATIVE ADDRF--S'~" .... / v - 1101 N. Front Street, Harrisburg PA 17011 DATE PA 17102 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 3% F2 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 0% [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 :ne 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, 3r a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. 'i'he tax rate imposed o~ the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, 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 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an .individual who has at least one parent in common with the decedent, whether by blood or adoption. ALTERNATE CALCULATIONS The commercial buildings and lots identified on Schedule A were listed with a realtor for sale soon after the Estate and the Church terminated their Agreement of Sale because of numerous defaults on the part of the buyer. If the commercial buildings are not sold by September 2003, the Estate will negotiate a voluntary repossession with Allfirst, who holds the mortgage. The Estate has been notified by the City of Harrisburg to tear down one of the buildings. The other building needs numerous repairs. There are real estate taxes owed and on-going utility payments and insurance premiums on the vacant properties. Unless the commercial properties are sold, the Estate will have no monies to meet these obligations nor other indebtedness of the decedent. The Estate believes that little, if any, inheritance taxes will be owed because of the exorbitant expenses attached to the commercial properties. However, an estimated payment in the amount of $1,620.00 is being made with the filing of this return (72,000.00 Schedule G transfer less 36,000.00 Schedule H adjusted expenses) ~ 4.5%. A supplemental return will be filed upon the sale or voluntary repossession of the commercial properties. Thank you for your consideration of the predicament in which the estate finds itself. Maxine Kay Lewis, Esquire Attorney for the Estate of John A. Hudock, Deceased (717) 652-2296 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE Lots 1822, 1834, 1836, 1840 Logan Street, Harrisburg, PA as precounty assessment The above real estate parcels are still titled in the names of decedent and Guy T. Alosa, Jr. However, on or about 12/10/1999, Guy J. Alosa sold his interest in the commercial real ;state to the decedent and even though deeds have not been executed, these real estate )arcels are being listed on Schedule A. TOTAL (Also enter on line 1, Recapitulation) $ 111,000.00 (If more space is needed, insert additional sheets of the same size) 84,300.0u 26,700.00 RE§tO~NT DECEDENT ESTATE OF FILE NUMBER I-iudock. John A. 21 02 0218 All real property o~ned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the pdce 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. Real property which is jointly-owned with right of sun~ivorship must be di_.~se,_ ~ on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Commerical Buildings 1833 & 1841 N. Third Street, Harrisburg, PA as per county assessment IMPROVEMENTS .... · Harrisburg School District 1201 N 6'h St, Harrisburg, PA 17102 ***REMINDER NOTICE*** ***RE '.E*** ***REMINDER NOTICE*** HARRISBURG SCHOOL DISTRICT ES FOR 2002 TAX YEAR MILLAGE RATE ~AL 0.0212300 5,800 DATE OF BILL 0 . 0212300 5,100 07/08/2002 OUR RECORDS INDICATE THAT YOUR +10% PENALTY PAYMENT OF 254.5 IF PAID BY TAX HAS NOT BEEN PAID. 12/31/2002 JOHN HUDOCK 470 FAIRWAY DR GUY ALOSA CAMP HILL PA 17011 -PROPERTY INFORMATION- 1833 N 3RD ST JOHN HUDOCK GUY J ALOSA JR 200040 11015076-1 CUSTOMER SERVICE MONDAY THROUGH FRIDAY 8:00 AM THROUGH 5:00 PM PHONE (717) 255-6514 CITY COPY PAYABLE TO CITY TREASURER 8:30-4:30 MARTIN L KING, JR. CITY GOVERNMENT CENTER HARRISBURG PA 17101-1679 I HARRISBURG SCHOOL TEAR HERE DISTRICT REAL ESTATE TAX REMINDER NOTICE FOR ***REMINDER NOTICE*** Harrisburg School District 1201 N 6th St, Harrisburg, PA 17102 ***REMINDER NOTICE*** HARRISBURG SCHOOL DISTRICT REAL ESTATE TAX MILLAGE RATE APPHAISAL LAND ............ 0.0212300 5,800 IMPROVEMENTS .... 0.0212300 5,100 2002 TAX YEARI TEAR HERE ***REMINDER NOTICE*** FOR 2002 TAX YEAR DATE OF BILL 07/08/2002 IOUR RECORDS INDICATE THAT YOUR 2002 SCHOOL REAL ESTATE TAX HAS NOT BEEN PAID.I +10% PENALTY PAYMENT OF 254.54 IF PAID BY 12/31/2002 JOHN HUDOCK 470 FAIRWAY DR GUY ALOSA CAMP HILL PA 17011 -PROPERTY INFORMATION- 1833 N 3RD ST JOHN HUDOCK GUY J ALOSA JR 200040 11015076-1 IMPORTANT 1. PLEASE RETURN THE CITY COPY ALONG WITH A CHECK OR MOHEY ORDER MADE PAYABLE TO: "CITY TREASURER" DO NOT SEND CASH!!!! 2. IF YOU DESIRE it RETURN RECEIPT, ENCLOSE BOTH COPIES AND A SELF-ADDRESSED STAMPED ENVELOPE. DELINQUENT REAL ESTATE TAXES ARE SENT TO THE TAX CLAIM BUREAU AFTER FINAL DATE. INSTRUCTIOHS I. FAVOR DE DEU CITY COPY CON UN CHEQUE 0 GIRO POSTAL PAGADERO A: "CITY TREASURER" HO MAHDE DINERO EN EFECTIUO!!! 2. SI USTED DESEA UN RECIBO, FAVOR, DE INCLUIR AMBAS COPIAS ESTAMPADO UN S08RE CON SU HOMBRE, Y DIRECCION. DESPUES DE LA FECHA FINAL, LAS FRCTURRS UENCIDAS SERAN DEUUELTAS AL TAX CLAIM BUREAU. CUSTOMER COPY - Harrisburg School District 1201 N 6th St, Harrisburg, PA 17102 ***REMINDER NOTICE*** ***REMINDER NOTICE*** ***REMINDER NOTICE*** HARRISBURG SCHOOL DISTRICT REAL~..~ESTA_T_E~ TAX FOR 2002 TAX YEAR MILLAGE RATE AP~RAI SAL '... LAND ............ 0. 0212300 {26,700 '~ DATE .OF .BILL IMPROVEMENTS 0 0212300 . 0 ] 07/08/2002 ~ouR RE~ORDS I~IC~TE THAT YOUR 2002 SL~OOL REA~ ESTATE. T.AX HAS NOT BEE PAID{ I +10~ PENALTY PAYMENT OF 623.52 IF PAID BY 12/31/2002 JOHN HI/DOCK 470 FAIRWAY DR GUY ALOSA CAMP HILL PA 17011 -PROPERTY INFORMATION- 1822 LOGAN ST JOHN HUDOCK GUY J ALOSA JR 200041 11015051-3 --- CUSTOMER SERVICE MONDAY THROUGH FRIDAY 8:00 AM THROUGH 5:00 PM PHONE (717) 255-6514 I HARRISBURG TEAR HERE CITY COPY PAYABLE TO CITY TREASURER 8:30-4:30 MARTIN L KING, JR. CITY GOVERNMENT CENTER HARRISBURG PA 17101-1679 SCHOOL DISTRICT REAL ESTATE TAX REMINDER NOTICE FOR ***REMINDER NOTICE*** Harrisburg School District 1201 N 6m St, Harrisburg, PA 17102 ***REMINDER NOTICE*** 2002 TAX YEARI TEAR HERE ***REMINDER NOTICE*** HARRISBURG SCHOOL DISTRICT REAL ESTATE TAX FOR 2002 TAX YEAR MILLAGE RATE APPRAISAL LAND ............ 0.0212300 26,700 DATE OF BILL IMPROVEMENTS .... 0.0212300 0 07/08/2002 IOUR RECORDS INDICATE THAT YOUR 2002 SCHOOL REAL ESTATE TAX HAS NOT BEEN PAID1 +10% PENALTY PAYMENT OF 623.52 IF PAID BY 12/31/2002 ! JOHN HUDOCK 470 FAIRWAY DR GUY ALOSA CAMP HILL PA 17011 -PROPERTY INFORMATION- 1822 LOGAN ST JOHN HUDOCK GUY J ALOSA JR 200041 11015051-3 IMPORTANT 1. PLEASE RETURN THE CITY COPY ALONS WITH A CHECK OR MONEY ORDER MADE PAYABLE TO: "CITY TREASURER" DO NOT SEND CASH!I!! 2. IF YOU DESIRE A RETURN RECEIPT, ENCLOSE BOTH COPIES AND A SELF-ADDRESSED STAMPED ENVELOPE, DELINQUENT REAL ESTATE TA){ES ARE SENT TO THE TAX CLAIM BUREAU AFTER FINAL DATE. CUSTOMER INSTRUCTIOHS 1. FAUOR DE DEU CITY COPY CON UN CHEQUE 0 GIRO POSTAL PAGADERO A: "CITY TREASURER" NO MANDE OIHERO EH EFECTIUO!!! 2. SI USTED DESEA UN RECIBO, FAUOR, DE IHCLUIR AMBAS COPIAS ESTAMPADO UN SOBRE CON SU HOMBRE, Y DIRECCION. DESPUES DE LA FECHR FINAL, LAS FRCTURRS UENCIDAS SERAN DEUUELTAS AL TAX CLAIM BUREAU. COPY Harrisburg School District ***REMINDER NOTICE*** HARRISBURG SCHOOL MILLAGE RATE LAND ............ 0.0212300 IMPROVEMENTS .... 0.0212300 OUR RECORDS INDICATE THAT YOUR +10% PENALTY PAYMENT OF 1, '*** ***REMINDER NOTICE*** ESTATE FOR 2002 TAX YEAR APPRAISAL 37,600 DATE OF BILL 35,800 ~ 07/08/2002 02 SCHOOL REAL ~S~ATE TAX HAS NOT BEEN PAID. .il .....~_P_A_T.D/BY 12/31/2002 JOHN HI/DOCK 470 FAIRWAY DR CAMP HILL PA 17011 -PROPERTY INFORMATION- 1841 N 3RD ST JOHN HUDOCK GUY J ALOSA JR 200054 11015075-3 --- CUSTOMER SERVICE MONDAY THROUGH FRIDAY 8:00 AM THROUGH 5:00 PM PHONE (717) 255-6514 CITY COPY PAYABLE TO CITY TREASURER 8:30-4:30 MARTIN L KING, JR. CITY GOVERNMENT CENTER HARRISBURG PA 17101-1679 I HARRISBURG SCHOOL DISTRICT REAL ESTATE TAX REMINDER NOTICE FOR 2002 TEAR HERE TAX YEARI TEAR HERE Harrisburg School District 1201N6thS~Harrisburg, PA17102 ***REMINDER NOTICE*** ***REMINDER NOTICE*** ***REMINDER NOTICE*** HARRISBURG SCHOOL DISTRICT REAL ESTATE TAX FOR 2002 TAX YEAR MILLAGE RATE APPRAISAL LAND ............ 0.0212300 37,600 DATE OF BILL IMPROVEMENTS .... 0.0212300 35,800 07/08/2002 I OUR RECORDS INDICATE THAT YOUR 2002 SCHOOL REAL ESTATE TAX HAS NOT +10% PENALTY PAYMENT OF 1,714.11 IF PAID BY 12/31/2002 ! BEEN PAID1 JOHN HUDOCK 470 FAIRWAY DR CAMP HILL PA 17011 -PROPERTY INFORMATION- 1841 N 3RD ST JOHN HUDOCK GUY J ALOSA JR 200054 11015075-3 IMPORTAHT 1. PLEASE RETURN THE CITY COPY ALONG WITH A CHECK OR MONEY ORDER MADE PAYABLE TO: "CITY TREASURER" DO NOT SEND CASH!!!! 2. IF YOU DESIRE A RETURN RECEIPT, ENCLOSE BOTH COPIES AND A SELF-ADDRESSED STAMPED ENVELOPE. DELINQUENT REAL ESTATE TAXES ARE SENT TO THE TAX CLAIM BUREAU AFTER FINAL DATE. INSTRUCTIONS 1. FAVOR DE DEU CITY COPY CON UH CHEQUE 0 GIRO POSTAL PAGADERO R: "CITY TREASURER" NO MANDE DINERO EN EFECTIUO!!! 2. SI USTED DESEA UN RECIBO, FAVOR, DE INCLUIR AMBAS COPIAS ESTAMPADO UN SOBRE CON SU HOMBRE, Y DIRECCION. DESPUES DE LA FECHA FINAL, LAS FACTURRS UENCIDAS SERAH DEVUELTAS AL TAX CLAIM BUREAU. CUSTOMER COPY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hl, ldock. John A. SCHEDULE D MORTGAGES & NOTES RECEIVABLE All property joinW-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. FILE NUMBER 21 02 0218 FOR INFORMATION ONLY: Decedent had an Agreement with a church to purchase the commercial properties. However, the church was constantly in default and was unable to make the required balloon payment, nor were the real estate taxes and insurance premiums paid. In December, 2002 the Agreement was terminated. The monies received from the church as monthly installment payments and for extension of the Agreement appear on Sched. E TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH COMMOI~'~.ALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Hudock. John A. 21 02 0218 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must he disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Refund Health South 144.28 .. 10. Refund PA Department of Revenue Refund Capital Blue Cross Chrysler automobile sale Colonial Motors 1956 Ford Thunderbird with white removable top - Sale Price to Roberts Personal Property as per appraisal by Hobbie Auctioneers (attached) 1.77 ct. round brilliant cut diamond ladies diamond ring as per appraisal by Mountz Jewelers (attached) 14 gold domed-top ring with 1.47 ct. diamond as per appraisal by Mountz Jewelers (attached) Monies Paid to Extend Commercial Agreement of Sale Payments under Agreement of Sale of Commercial Property 271.00 112.45 14,000.00 16,200.00 4,095.00 8,518.16 3,630.00 1,000.00 7,000.00 TOTAL (Also enter on line 5, Recapitulation) $ 54,970.89 (If more space is needed, insert additional sheets of the same size) .~ dO HOBBLE AUCTIONEERS William W. Hobble AU' 2591L f~epty to: 901 N. 2nd ,~treet' Harrisburg, PA 17102 (717) 233-0115 8 N. M~rket Street Duncannon, PA 17020 (717) 834-5655 41112 Ms. Ann Kerrigan 470 Fairway Drive Camp Hill, PA 17011 Dear Ms. Kerrigan: As per your request, on March 26, 2002, I did inspect certain items designated by you of the estate of Mr. John A. Hudock located at 470 Fairway Drive, Camp Hill, PA. Having been an auctioneer for over twelve years and an antique dealer for over twenty years, it is my opinion that the value for estate evaluation purposes of the aforementioned items is as follows: an~ ~jo spinet piano ............................................... all #2 - Sohmer - . ......... $200.00 H Ithaca tall case dock, glass Wont, mrca 1940 .................... Bedroom # l~mall oak__writin.~ ,d;:ks '~i;;'~ ........................................ - Jim Beam uo , ........................................ Family room Two _ . , . ............. $50.00 ~om ~ .................................. ,'", ............. ; ...... , 125 00 se eometrical pattern rug, newer, approx. 5 X 8 ............ Chine g - - -- - watch ......................~ua.uu Waltham open face 15 jewel pocket wa~ ........... Basement-Cedar chest ............................................................................ der drafting table ............................ OI' "':'": ..... '-*"': .... :i' ......... - ........ $125.00 Koker barber chair, m.,ss~ng .tc~__re~__[,...:..:..:,-~, ........................ . .... $900.00 Pool table, newer, inlay, replacem~L ~,,=,,- ........................... Mirror with prints .... : ................ ;:; ................................................ ::~1:00~ urhtzer 'uke box, Americana m ............................................... W ' ! es .................... Living Room-Two older modem glass and marble tabl ............. bandsaw .................................................. $175.00 , / Garage- Packard ...................... . ........ $85.00 able to miter saw ............................... T P . - ............................ ..: ....... $150.00 Upright belt sanaer ............................................................ 1(7' table saw ............................................................................... $100.00 Prepared For: Anne Kerrigan 470 Fairway Drive Camp Hill, PA 17011 Date: 05/21/2002 Item 1 Ring One lady's platinum ring with one, approximately 1.77 carat, round brilliant cut diamond bead set in the center. The top of the ring is 19.95 nun wide. The diamond is set in an 8.5 nun square box head. There are four, approximately .015 carat single cut diamonds bezel set at each comer of the square at the base. Eight, approximately .025 carat each, round brilliant cut diamond are bead set in scallops between and lower than the comer single cut diamonds, two on each side of the square. Two, approximately .035 - .045 carat each, round brilliant cut diamonds are bead set into the top of the shank, one on each side. The shank tapers fi.om 4.1 - 1.6 mm and has an engraved design on the top and sides. The ring is stamped ".95 PLAT.051RID" and has no' trademark. The ring is finger ~ize 9.5, weighs 5.4 grams and has a diamond total weight of approximately 2.11 carats. Diamond Grading Report Shape and Cut: Measurements: Weight: Round brilliant 7.99 x 8.01 x 4.54 mm (approximate) 1.77 Cts. (estimated) Depth: Table: Girdle: Culet: Clarity: Color: Fluorescence: 56.70% 66.0% Thin, fi.osted Medium VS-2 I Medium blue (lw) Diamond Melee Attributes Shape and cut: Measurements: Wei§ht: Number of diamonds: Total Weight: Clarity: Color: Diamond Melee Attributes Shape and cut: Measurements: Number of diamonds: Total Weight: Clarity: Color: Diamond Melee Attributes Shape and cut: Measurements: Number of diamonds: Total Weight: Clarity: Color: Transitional cut 2.1-2.3 mm .035 to .045 cts. each 2 .08 cts. (estimated) VS H Transitional cut 1.8 mm 8 .20 ctS. (estimated) S1-1 - MS H Round single cut 1.5 mm 4 .06 cts, (estimated) SI - VS H Page 6 of 8 Item Attributes Metal: 95% Platinum/5%Iridium Finish: Textured Setting: Bead set and bezel set Trademark: None Condition: Very good Total Approximate Estate Value Excluding Tax $8,518.16 Item 2 Ring One 14K yellow gold domed top ring with one, approx~ately 1.47 carat, round brilliant cut diamond bezel set in the center. The top of the ring is a 12.25 mm wide hexagon. The diamond is bezel set in white gold. The top and sides of the ring have a wheat design finish. The shank is plain, domed, and tapers from 3.7 - 2.95 mm. The ring is finger size 10 1/4, and weighs 8.8 grams. The ring is stamped "14K" and a sigma. Diamond Grading Report Shape and Cut: Measurements: Weight: Round brilliant 7.30 x 7.30 x 4.54 mm (approximate) 1.47 Cts. (estimated) Depth: Table: Culet: 62.20% 57.5% Medium Clarity: Color: Fluorescence: I-I H Medium blue (lw) Total Approximate Estate Value Excluding Tax $3,080.36 Signature of Appraiser: Total Approximate Estate Value for All Items - Excluding Tax: Eleven thousand five hundred ninety-eight dollars and fifty-two cents /' ' Linda .L/Cunningham G.G. Certified Gemologist Appraiser, ~(GS $11,598.52 Page 7 of 8 REV.15~ EX + {1-~7~o ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Hudock. John ^. 21 02 0218 If an asset was made joint within one year of ~e decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Anne Kerrigan 470 Fairway Drive, Camp Hill, PA 17011 Wife B See Continuation Sheet JOINTLY-OWNED PROPERTY: DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST NUMBER TENANT 1. A. TOTAL (Also enter on line 6, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) Schedule F John A. Hudock Continuation Sheet FOR INFORMATION ONLY: Decedent and his wife, Anne Kerrigan, jointly owned the following accounts: 1. A. Allfirst Trust Account 43500559000 534,2129.52 2. A. Allfirst Joint Checking Account 0038334860 1,307.03 3. A. Allfirst Joint Checking Account 0033359806 2,054.92 allfirst Harrisburg, PA 17101-2117 717 15.~ March 6, 2002 470 Fairway Drive Cam? Hill, PA 17011 RE: John Hudock, Deceased 2/11/02 In a~cordance ~ your request, please note that the balance in Pe~onal Po~olio Account //4350559000 aa of Mr. Hudock's dale of death was $534,129.52. The owners of the acc, otm~ are John Hudock and Anne C. gga'iE~-- ~ account//10070788 maintahs a zero balance, and is linkcd to th~ Personal Portfolio Account. If you have any questions, or should you require additional information,, please feel free to contact me at 231-2624. Wcndy D. Speece Trust Offtccr WDS/dlw COHH~NEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, ZeO&01 HARRISBURG, PA 17128-0601 IIEV-~4S EX AFP (09-00) ANNE C KERRIGAN 470 FAIRWAY DR CAMP HILL PA 17012-Z020 ZNFORHATZON NOTZCE FILE NO 21 AND ' TAXPAYER RESPONSE ACN 02112681 DATE 05-20-2002 TYPE OF ACCOUNT EST. OF JOHN A HUDOCK []SAVZNGS S.S. NO. 171-24-1479 []CHECKING DATE OF DEATH 02-11-2002 []TRUST COUNTY CUMBERLAND [CERTIF. REHZT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLFIRST FZNANCTAL SERVICES has provided tho Department Nith the information listed below Nhich has been used in calculating the potential tax dom. Their records indicate that et the death of the above decedent, you were a joint owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction, from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Gumstions may be answered by ca/ling (717) COMPLETE PART 1 BELOW x # x SEE REVERSE SIDE FOR FILZNG AND PAYMENT INSTRUCTIONS Account No. 0033359806 Date 01-28-1996 Established Account Balance 2,054.92 Percent Taxable X 50.000 Amount Subject to Tax 1,027.46 Tax Rate X .15 Potential Tax Due 159.12 To insure proper credit to your account, two (Z) copies of this notice must accompany your payment to the Register of Wills. Hake check payable to: "Register of Hills, Agent". NOTE: If tax payments ere made aithin three ($) months of the dscedent's date of death, you may deduct a 52 discount of the tax due. Any inheritance tax due wi1! become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE CHECK ONE BLOCK ONLY PART TAX LINE A. []The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Hills and an official assessment will be issued by the PA Department of Revenue. B. []The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. C. []The above information is incorrect and/or debts and deductions ware paid by you. You must coapIeta PART []and/or PART E]below. If you indica*e a different ~ax rate, please s~a~e your relationship ~o decadent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1. Da*e Established I 2. Account Balance 2 $. Percent Taxable $ ~ ~. Amount Subject to Tax ~ $. Debts and Deductions S 6. Amount Taxable 6 7. Tax Rata 7.. ~ 8. Tax Due 8 PART DATE PAID DEBTS AND DEDUCTIONS CLAZME]~ PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line $ of Tax Co~utation) Under penalties of perjury, Z declare that the facts ! have reported above are true, correct and complete ~o the best of my knowledge and belief. HOME ( ) WORK ( ) TAXPAYER SIGNATURE TELEPHONE NUMBER n=T; COH~ONHEALTH OF PENNSYLVANIA · D EPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 28O601 HARRISBURG) PA 1712B-0601 ANNE C KERRIGAN q70 FAIRNAY DR CAHP HILL PA 17011-2020 ZNFORHATZON NOTZCE AND TAXPAYER RESPONSE EST. OF JOHN A HUDOCK S.S. NO. 171-2q-1~79 DAT]~ OF DEATH 02-11-2002 COUNTY CUMBERLAND I FILE NO. 21 ACN 02112682 DATE 03-20-2002 TYPE OF ACCOUNT [] SAVINGS [] CHECKING [] TRUST [] CERT/F. REHZT PAYHENT AND FORHS TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ALLF/RST FZNANC/AL SERVICES has provided the Department Hith the information listed belch Hhich hms been used in calculating the potantia! tax due. Their records indlcata that et the death of the above decedent, you Here a joint oHnmr/beneficJary of this account. Zf you fee! this information is incorrect, please obtain Hrittan correction~ from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance Hlth the Inheritance Tax LaHs of the Commonwealth of Pennsylvania. Questions may be ansHmred by calling (717) 787-8327. COMPLETE PART I BELO# ~ ~ # SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Accoun~ Ho. 003833~860 Da*e 05-28-1987 Es~abl/shed Accoun* Balance 1,3 0 7.0 5 Percan~ Taxable X 5 0.0 0 0 Amoun* Sub~ac* ~o Tax 653.52 Tax Ra*e X .15 PoSen*ia1 Tax Due 98.03 PART TAXPAYER RESPONSE To insure proper credit to your account, tho CZ) copies of this not/ce must accompany your payment to tho Register of Hills. Hake check payable to: "Register of Hills, Agent". ROTE: If tax payments are made within three (3) months of thm dscedent's date of death, you may deduct e 51 discount of the tax due. Any inheritance tax due Hill become delinquent nine (9) months after the date of death. CHECK ONE BLOCK ONLY PART TAX LINE A. []The above information and tax due Js correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you may check box "A" and return this notice to the Register of Hills and an official assessment H111 bo issued by the PA Department of Revenue. B. [] The above asset has been or Hill be reported and tax paid Hith the Pennsylvania Inheritance Tax return to be filed by the decadent's representative. C. [] Tho above information is incorrect and/or debts and deductions ~ers paid by you. You must compZmte PART []and/or PART []belcH. Zf you indicate a differen~ ~ax ra~e, please s~a~e your relationship ~o decedent: RETURN - COMPUTATION OF TAX ON JO!N?/TRU~T ACCOUNT~ l. Da~e Established 1 2. Accoun* Balance 2 ~. Parcen* Taxable $ ~ fi. Amoun~ SubSec~ ~o Tax fi $. Dab~s and Deduc~/ons S - 6. Amoun~ Taxable 6 7. Tax Ra~e 7 ~ 8. Tax Due 8 PART DATE PAID DEISTS AND DEDUCTIONS CLAZN;~ PAYEE DESCRIPTION AMOUNT PAID TOTAL (En*er on LLne$ of Tax Compu*a*ion) $ Under penal~/es of perjury, I declare ~ha~ ~he fac~s T have reported above are ~rue, correc~ and colapla~e ~o ~ha bes~ of my knowledge and belief. HOME ( ) gORK ( ) TAXPAYER SIGNATURE TELEPHONE NUMBER nATF REv'-1510 EX 4. (I..87~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER Hudock, John A. 21 02 0218 ffEM NUMBER 1, This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY INCt. UDE THE NAME OF THE TRN~FEREE, THEIR RELATIONSHIp TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 470 Fairway Dr., Camp Hill, PA 17011 to Anne Kerrigan, wife, 2/10/02 214 Ross Avenue, New Cumberland, PA 17070 to John Andrew Hudock, II, son, 2/10/02 FOR INFORMATION ONLY: Metropolitian Life Insurance Beneficiary; Estate $ 5,000.00 Lincoln Universal Life Insurance Beneficiaries: Jason D. Hudock, James P. Hudock, Joseph Hudock, John Hudock II $100,000.00 DATE OF DEATH VALUE OFASSET 179,000.00 75,000.00 %OF DECD'S INTEREST 100. 100. TOTAL (Also enter on line 7, Recapitulation EXCLUSION 0.00 3,000.00 TAXABLE VALUE 179,000.00 72,000.00 251,000.00 (If more space is needed, insert additional sheets of the same size) L.G. Connol H. eal Estate Apl ,~ UNIFORM 'RESIDENTIAL AP 470 Fairway Drive Deed Book 32-Q, Page 437 09-20-1850-021 CurTent Own Brentwood Section. ~iAISAL:REPORT · ~ 02-403 City Ca,, t) Hill m~ PA Zip Code 17011 :Codnty Cumberland TaxYear J1-02 R.E. Taxes $ 2,760.98 bctai Assessments $ 0.00 Estate of John H~udock ~r,ap Reference ABC 9, Page !3 Census Tract 3240-0102.00 NA ' Date of Sale NA Description and S a qount of lean charqe~concesslons to be Imld by seger NA Joshua M. Goldberger, Esquire Address 1101 Nod.~i~ Front Street, Harrisburg, PA 17'102 Slusser & Karen Damey , Address 2159 MarL,et Street~ Camp Hill, PA 17011 Loc~on ~ Urban [~ Suburban [] Rural I Predominant I _Sj.n.,ql. efamllyhou?l~n~ / Preantla~du~e% I · I. andu~nge u , I~HIUE Ab~' . Built up [] Over 75% [] 25-75% [] Under 25% ~ gcc pancy ! $i000) {vrs) ~ One famdy 85 I [] Not likely [] Ukely Growth rate [] Rapid [] Stable [] Slow ~ [] Owner . '75' Low 30-35/2-4 family 4 . I l'-].ln process ' Prope~values [] Increasing [] Stable '[~ Declining / [] Tenant 350+ Hi.qb 100~/Multi-family I ITc: NA _ Demand/supply [] Shortage [] In balance [] Over supply / [] Vacant (0-5%) ~'.'i! :ii!?ii!;ilPredominant I~i~!~i~il Commercial 10 I Maketinfl time ~ Under 3 mos. ~] 3-6 mos. ~ Over 6 mos. / ~ Vac.(over 5%) I 175 45 / Note= Ra~e and the racial cempaitla of the neighborhood are act apl~ralalal fa~tera. Neighborhood boundaries and characteristics: The neighborhood boundadms are indicated on the enclosed neighborhood map in the addenda of this report. The immediate neighborhood is primarily residential in nature. Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to mad(et, etc.): and houses of worship are all within a 15-30 minute driving Ume of the subiect maintenance programs were obseived. Employment stability is good due to the State Capital in Harrisburg, the Army Supply Depot in New Cumberland, and tt~e Naval Supply Depot in Mechanicsburg. Steady price increases and MLS statistics show a good demand for the area. Appeal ~s convenient location. Market conditions in the subiect neighborhood (includin,.; ~,upport for the above'conclusions related to the trend of prope~/values, demand/supply, and maketing time - such as data on competitive properties for sale in the ~mighborhood, description of the prevalence of saJas and financing concessions, etc.): ' tax records and MLS statistics show prices to be stable. The MLS shows that the typical marketing time.for the area is 3-6 murals. Mortgage funds are readily available with conventional loans being 6.5% to 6:875% interest, fixed.30 year, 95% mints. Sellers are not required to offer sales or financing concessions,· but seller assistance is Project Information for PUDs (if applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? [] Yes [] No Approximate tota~ number of units in the subject project ~ common elements and recreational facilities: NA Dimensions 100' (F) x 200' x 100' x 200' NA Approximate total number of units for sale in the subject prelect. NA TOpography Gently Sloping Site area 0.46 acre Comer Lot [] Yes [] No Specific zoning classificaUon and' description R-l, ResidenUal Single Family Zoning compliance [] Legat [] Lega/noncontormin~ (Grandtathered use) [] Illegal [] No zoning ~ Other use (explain) Public Private Utilities Electricity · Gas Water Size Average Shape Rectangular O~nage Adequate.* View Average Street Landscaping Typical for the area Public Other I Off-site Improvements · Type [] under.qmd to hse / Street Paved Macadam [] [] Driveway Sudace Macadam [] i.Curb/gutter ~ [] [] Apparent easements Standard Lldlity [] ' / Sidewalk No " [] [] I FEMA Special Flood Hazard Area [] Yes Sanitary sewer [] ] Street lights ~ [] [] I FEMA Zone C / Alley No' {--[ ~--~ I FEMA Map No. 420359-B Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, otc,):Standard easements for electric, telephone, etc. There are no known or apparent adverse easements, encroachments, or conditions that [] No :on the value of the subject property. GENERAL DESCRIPTION No. of Units 1 No. of Stodes 1 Type (Del./Att.) Detached Design (Style) CntmpRanc ExlsUng/Proposed Existing Age {Yrs.) 24 years EXTERIOR DESCRIPTION Conc Block T-111/Wood ' Roof Surface Comp Shingle Gutters & Dwnspts. ~s/Metal Window Type Fixed/Awning I Storm/Screens Thermo/Yes I Manufactured. House No ~_EffectiveA.qe(Yrs.) 15years i Dinin.q i Kitchen i DenI ~ROOMS I Foyer I Livinti ' i' Basement J I ' Finished area above tirade contains: INTERIOR Materials/Condition Floors * Wood/CarpetJAvg Wails Drywall/Avg Trim/Finish WoodJPntedJNatJA FOUNDATION· Slab No, Crawl Space Partial Basement .' Partial Sump Pump Yes Dampness No Settlement Yes BASEMENT ~aSq, R. 1~342. % Rnished ~ 75 Ceiling~r= : DrywVAccst. Wals PnVDrywall Floor Carpt/-I'ile Outside Entry No Infestation No FamilyRm.1 Rec. Rm. 3.i I'#!at~ I. I 7 Rooms; 3 Bedroom{s); 2 Bath(s); , :' 2~277 square Feet olGmss: HEAT1NG IKITCHEN EQUIP. I A ,TTI. C .. JAMENITIES ' ) CAR STORAGE: IType FHA/DB ]Refrigerator [] IRene ' r-"] IRrePlace(s)# ER [] JNone [] ]Fuel ~C JRange/Oven [] /Stairs · [] JPatio ~.~. : [] IGamge ~ondition AV_V__.q~lDtsposal ~;~ /DropStalr ~ )Deck Rear ~ ) A_tt.ach~ed~ INSULATION Roof.__ [] Ceiling ~ [] w~ls __ [] Root Crawl ~ None Unknown[] ,,I Other' / .2, # of cars UNIFORM ·RESIDENTIAL APPRAISAL ,REPORT ESTIMATED SITE VALUE ......... '.: ......... ::'..::: ..................... = $ .... ESTIMATED REPRODUCTION COST-NEW'OF IMPROVEMENTS: Dwelling ' 2,277 Sq.,R. @$ '~ = $ .. 1,342 Sq. R. @$ = .. Garage/Carport . ' · Sq. R. @$ = .' Total Estimated Cost New .............................. = $ 'Less Physical Functional ' ~ External Depreciation J J Depreciated Value-of Improvements . = $ "As-is" Value of Site Improvements ......... ~ ............ : .............. $ INDICATEO VALUE BY COST APPROACH ............................ ITEM J SUBJECT COMPARABLE NO. 1 Fite No. 02-403 ' Comments on Cost Approach (such as, source of cost estimate, site value, square loot calcutalion and lor HUD, VA and FmHA, the estimated remaining economic life of the property): The Cost Approach will result in an excellent estimate of value ff the 'new or reasonably, new, and the improvements reflect the best and best use of the land. However' when items of must be estimated, an area of ement is involved which is subject to error. The Cost was to COMPARABLE NO. 2 COMPARABLE NO. 3 470 Fairway Drive PA Sales Price Data and/or VedticatJon Source VALUE ADJUSTMENTS ~ Sales or Financing I Concessions Location Site View Condition Construction Room Count Basement & Finished Rooms Below Grade Owner & DESCRIPTION Functional Utility .Good r.' Sl~eet NA 104 Ridgewood Drive 708 Arlington Road PA PA 0.64 miles 0.51 .miles 180 186 76.56 91.27 ~ MLS; Agent; Ext. Inspect MLS; Agent; ExL Inspect Court House Records. · Court House Records DESCRIPTION Conventional None 126 DOM: DESCRIPTION Conventional None 43 DOM 7/26/01 5/9/01 0,32 acre +1 0,34 acre +' Sb'eet : : . . Street Ranch/Avg Padtal Bsmt Baths 2.5: -1,500 .R. 0 Full Bsmt : -3,000 FR +2 )erior Baths Ft.: Full Bsmt Rec Rm -1,500' -3,000 +2 2800 Fairview Road PA 0.77. miles 190 · 82.47 MLS; Agent;, Ext. Inspect- Court House Records. "DESCRIPTION Conventonal None '77 DOM 12/17/01 )le 1.08 act/Flood Street ~ Baths 2.5 Ft. Partial Bsmt Game Room Ht Wtr/CA , ' ., ' HtVVtr BsB~ -1,500 0 +2 Porch, Patio, Deck Deck Scrnd Porch i -500 Porch/Patio -1 )lace etc. None 'None : -500 Deck/Balcony )lace -500 None Adjusted Sales Price 175 -; 179 183 Comments on Sales comparison (including the subject property's compaUbility to the neighborhood, etc.): After a thorough search of all available data, chosen were considered the best available. Adjustments were made to reflect substantial differences between -500 )erUes and the subject The adjustments, that were made reflect the typical acUons of buyers and sellers in the marketplace. All comparables were considered equally. (See Addendum) ITEM SUBJECT COMPAP~ NO. 1 . COMPARABLE NO. 2 J COMPARABLE NO. 3 Date, Pdce and Data NA None None I None source, for pd0r sales NA NA ' NA NA NA Court HoUse Records Court House Records Court House Records Analysis of any current agreement of sale, option, or listing of subject property and analysis of any pdor sales of subject and comparables within one year. Of the date of appraisal: Prior sales of the comparable properUes occurred more than one year ago. The subject is currently not under contract nor listed len markeL INDICATED VALUE BY: SALES COMPA.RISON APPROACH ......... : ................. .:,-:-.--.--.~. ........................ _*-~ ............ ---.-: ................ $ 179. INDICATED VALUE BY I _NC~_...E APPROACH (if Applicable) Estimated Market Rent 0 x Gross Rent This appraisal is made [] "as is" [] subject to the repalrs~ alteraUons, inspections or condiUons listed below [] subject to completion per plans & specifications. Conditions of Appraisal: No warranty of this appraisal is given or implied. No liability is assumed for the structural and/or mechanical elements of the subject. : · Anal Reconciliation: Due to the lack of rental data, the Income A_p_proach was considered inappropriate and not utilized. Greatest. L.G. Connor Real Estate Apprak rrS UNiFORM RESIDENTIAL AppHAISAL?:REBORT~!~.~ ~,,.~ 02-404 '; Ci~ New Cumberland S~ate PA. Zip Cod~ 17070: ~ ' Deed Book92P, Page i21 ~ '/: County. York · . , TaxYear 01-,02 094,71 0.00 · : ,.:. ~. -.." -:'.~: ':'Crm~ent owner~The:Estate of John Hudock PUn Market', ·". i ' Map Reference NA Cens~ Tla~t 9280-201 ,,..:'.' , · Oate'Of~eNA '. .... ' : . 9eScd~ionandsamou~:ofloanCharaes/co~esslonetobeOadbvseNer NA . ' ; .'.: '. · Joshua M; Goldberger, Esquire ~... ;:' Address,t101 North Front Sa'eel, Harrisburg, PA 1Z102 ,~ 'W. Slusser/Karen Darne¥ ~ Address 2159 Market Street' .Camp Hill, P,A 17011 . ~ Bult Up [] Over 75% [] 25-75% [] Under 25% I occupancy I $(000) .(yrs) [ One family 9.0 / ~ Not likely' [] Ukely · GroW~ rate [] RaPid . . [] .Stabie. [] stow / [] Owner' L__:4.o ' Low.:~e_w 1.2-4famny. 4.. 'f. U I~:p.rocess...: ,...~'.~ I Property values [] InCreasing [] Stable [] D~clining~' / [] Tenant . [!7b+ Higli.lUU~|Multi-family I ; '|To:~ · Dema.d/sup~y [] Sho~ge" [] ~r~balance [] Ov.,r:s~pCy"J. [] Vacant(O-5~)~<i~iidPred°mi"ant li~. ~Comm~rcial 5 [ '... ". ~ I~arkaJng time [--1 Under 3.mos. ~ 3-6'mos, ~ Ovm'U mos. ~ ~ Vac~(over 5%i j 75 +/- . 40-50 I "J ' ' ~ Note: Race and the racial composition of the neighborhood are not appraisal factors. ~ Neighb~hOod boundaries and CharacteristiCs: The nelghDorhood boundaries.are indicated on the enclosed neighborhood map In the [] addenda of this report. . · ' : ' ' ' ' [] Fa~.°mthat a~ect the mwketqbility °f. th~properties i~ the. neighbmhOod (proximity ~o employment and amenitJes~mploymerlt stability, appeal t~ mad(et, ac;):, S~~m em Io merit recreation and houses of w~'rShlP are all within a 15-30 minute driving time of the sublect - jproperty. Average property [ 'maintenance programs were observed, Employment stability is good due to the State Capital in Harrisburg. the Army Supply Depot in New Cumberland, and the Naval Supply Depot in Mechanicsburg. Steady price increases and MLS statistics shoW~a good demand for the area. (See Addenda) Market conditions in the subject neighborhood (including suppod for the above 'conclusions related to the trend d property values, demand/supply, and:marketing time -, such as data on competitive properties for sa~e in the neighborhood, description of the Prevalence of sales and financing con~eesions, etc.): ."' r :~'' ' . ' m,.,~ ~v renords and MLS stati.~tJcs show orices to be ~qt'~_ble. The MLS'.~hows that the tvoical marketinolime mr the area.is · '"-"":'" ~ · ~ '~ "' ?~'- '" ....... '- '"'~ ' ................. i'zs~:interest; fixed30 year, 95% ' 3-6 months. Mortgage ~unds. are readily available with convenUonal loans being 6.5% to 6:E Sellers are not required to offer sales or financing concessions~ but seller assistance is Pmje~tlnform~on for Pugs (if applicable) - - Is the developer/builder n control of the Home. Owners' Association (HOA)? =. · [] Yes. [] Ne NA NA Approximate total number of units in the subject project Descdbe cordmon elements and recreational facilities: NA Oimensions Site area .Specific zoning cl~. sification and descdpUon ZOning compliance [] Legal & best use as Improved: Utilities Public Electricity [] W~er [] Sanitary.sewer [] Approximate total number of units for sale .in the subject project · ' Topography Level, NA oOmer Lot [] Yes [] No _R.y - Residenlial Village. ' [] Legal nonco,qforming (Grandtathered use), [] Illegal. [~ Present use ~ Other use (explain)" Other [] No zoning 50' X 140';.per York County Tax. Mapping . 7,000 sq. ft. or .161:acre .. I oof-sits Improvements . Type Public Private S~reet Paved Macadam [] [] 1 ~:.u~g!~.r Concrete. , ' . [] [] ~ Sid,,Walk Concrete. " [] [] '. ]Streotlights ~ ; ~ [] [] ~ Alley To Rear- Shape Drainage Landscaping ' OHveway~Sufface Average.., R~.ctangular Appears Adequate Average Street TypicaHor the area Macadam. Comments (apparent adverse easements, encroachments, spec al assessments, slideareas, illegal:or legal nonconforming zoning use, etc.): Standard easements for electric, telephone, etc. There are no know, n or apparent adverse easements, encroachments, or conditions that Am~pnt.~a~m~!~ Standard Utility FEM~ Special n~.Hazard~a , [] Yes · [] ~ .FEMAZonq B "~,. ' Map Dat~ 2-15-1978 FEMA Map No. 420923A :on the value of the subject property. GENERAL DESCRIPTION 'No. of Units : Two No. of etudes .TWO Type (Del./Att) ....Detached Design (Style) 2 Story Existing/Proposed Existing See Addenda) EXTERIOR DESCRIPTION -~' FOUNDATION FOundatiori': ,C'ener~te Slab ' Yee//FuH · ExtedorWalls '. _V~nYl CrawlSpace,NA: ~' " Roof Surface. Shingle. Basement - NA . Gutters & Dwnspts. ~lJn[/Alum Sump Pump No Window Type DH/Casement Oampness~ None Noted BASEMENT Area'Sq. Ft;.,NA :' , ~ . % R~shed ';. NA'. Ceiling. Walls" ' ~,:NA' Floor NA INSULATION Roof .,- Ceiling ' '-.. Root : · ' ' None [] Age (Yrs.) 52~'' Storm/Screen~ Yes/Partial Setttem~- None Noted Outside E~. NA ~o~ Eflec~e Ag( ~rs.I 30 +/~ IM~actured House No' ~est~ion None Noted ~ , ' . I Lw~2 . · Ar~ .... I , .... 2" .i ' '.: ';. ., . '822 . ~Roors ca~e~inY~Avg ' IType H.W. IRetdgeraor ~ INene ~ IRreplace(s)'~. ~ /~e ~ I ~.Wals D~alFPaneling IF~: Gas ]R~t~e. :' ~ tSa~ , ~ tPa~:" " .~ tGa~ ' ~ac~s: ! I?~,~i~h Wand/Ave ' [Canatien'~ &Oisoosa ~ ~oroPstar ~ ~O~ck .., UNIFO'RM~'RESlDENTIAL.APPRAlSAL",~REPORT?~' FiteNo, 02-404 ..... :... , E~TIMATED SITE¥~,LUE'. .................. : ...... .~ .................... ..-~' $ · ., - ..... ~; ESTIMATED REPRODUCTION COST-NEW-OF iMPROVEMENTS: Dwelling "'.1,494 Sq. Ft. @$ = $ ~q. FL @$ '= Garage/CarporV,. '~. Sq: R, @9 -- Total Estimated Cost New ......... : .................... = $ L~;s Physical Fon~onal .: E,xtemal - Depreciation I ' t' -:"' '"~ · =$' Depreciated Value: of Improvements .......... ::.. :.:.: .......... :?.,:t~ = $- ' · "As-is" Value of Site Improvements .......................... : ............ $ INDICATED VALUE BY COST APPROACll ............................... ~; ITEM I SUBJECT 214 ROSS Avenue New Oa~. ~'W~ Owner. Source VALUE AOJUSIMENTS :DESCRIPTION Ac/Flood ISales or Financing COncessions View . Street Unt , of Construction 52 Years COndrdon ' .. Above Grade ~' Room Count Area" ' B~sement & finished COMPARABLE NO. 1 2- 2A Boeing Road New Cumberland, PA 1.09 miles 48.75 MLS;"Agenl; Court, MoL 35 DOM :241 Acre- Street.. 42 Years ~erlor ' -' None _ None HOt Water/None r Efficient Items':: Off Sffeet : St Porch, Patio, Deck, Pomhes/x2...,, Encl. Porch etc. None · :., None: etc. Shed.: None, .Baths FL' NA ~omments pn Cost _Approach (such as. scums'of cost estimate,.'site vaJue. -, squae foot caicul~on and tm HUD, VA and FmHA~ the estimated Temaining e_conomic life of the property): The I result inan excellent estirnat& of value ff the new or reasonably.new, and the.improvements, reflect.the highest and best use of the land. Howeve5 when.Rems.of I~hYalcal deprecialion' must. be.estimated, an area of' judgement is involved which is'subject-to~ermr.. The Cost Approach was not uUIized ~lue-to':the. age.; .. ~ ,' . · COMPARABLE NO. 2 20 ROSS Avenue New Cumberland, PA 42.83 ML.~; Agent;~ In.act Court House Records DESCRIPtiON : · + Cash None/183.DOM 'Rbod .:, ,.-..- ., .Street COMPARABLE NO. 3 404 - 406 ROSS Avenue New Cumberland, PA ,miles ...... MLS;.ADent;.,E~ Insl~ection Court House Records - - : _nE~.RIPTION,: Conventl'ohal',. : '25, DOM : 8-~0~!,9,9.9 ; .152 Acre/Flood ' ..'Street .:.. Unt ".; Years i +10 )erior ' , : . -' : +7 lerlor : -' Baths; ; 2 i 2. :. ~.~ FL' :"' ,700 ,Ft;~ Partial Bsmt. ! . -1,500 Partial BsmL., Unfinished' : .... Unfinished,., FHA / None. Off Street .. i Off Street +200 Fence Fence Frt. Porch [ +100 Encl. Poffx2 None . : : None ; /flJJUittUU alllf~i FIII;I~ - ' ".:... *T :~ r. , 78 Oomments on Sales Comparison finc uding the subject property's comp~b!lity to.the neighborhood, etc.): were conSidered, the best available: AdjuStments were made to reflect substantial differencesbetwesn ',, -1,500 -500 +100 71 ,'63 After a.thorough search of all available' data, ~erties and the:sOb The adjustments that were made reflect the typical actions of buyers and sellers in the marketplace. All comparables were considered equally. Some adjustments exceeded: reCommended guidelines but.Were considered necessary'to reflect an'accurate value. ,~ ~, ,,. ,. ~.. ., :.. .~ ;~.;'..; ,~,. ..* :. .~ · ;~ : : I . ITEM SUBJECT , · . COMP~A~IBCEiNO. 1 ~ !, : COMPARABLE NO. 2 . COMPARABLE NO. 3 Date, !~ic. .e and Data . NA None · :"'i i',: ...' None :. . None Source, for pdor saJes NA ....... NA ' .. . .... : NA. ' ........ ," NA within year of appraisal NA Court House Records Court House Records Court House Records AQaly~is of any current agreement of sale, opUon, or listing of subject, property and analysis of any pdor sales of subject and comparables within one year of the date of appraisal: Prior. sales of the comparable properUes occurred more than one year ago. The subject is currently not under contract nor listed market. .... F SALES COMPARISON APPROACH ................................................ :.. ....................... : ..... : ....................... ..,. $ , 75,000 INDICATEOVALUE BYINCOME. APP.ROACH {if Applicable) EsUmated Market Rent ~; 95Q /Mo. x Gross Rent Multiplier ~17.' · = $ ' 82.(~ I. This appraisal is made [] as is [] subject to the'repairs, alterations, inspections or conditions listed below .:..r-;I subject to completion per pians& specifications. . ~ C°ndr~ons of apprasal: No warranty of this appraisal Js given or implied~:No liability is assumed for the sb'uctural and/or mechanical J elements of the subject. : . - ' . ,,..- , ~ : R_nal Reconciliatio.ni Gr_eate?t. weigh_t given t?"the Sales. Compar!so.n Approach as it reflects_ the typ!cal actions of buyers and sellers tn . [ THIS DEED, made this / Z'.) day of /'va~'t~'~a~p'' 2002, by and between: JOHN HUDOCK, hereinafter "Grantor," and, JOHN ANDREW HUDOCK, II, hereinafter "Grantee," WITNESSETH, that in consideration of One Dollar in hand paid and other valuable consideration, receipt whereof is hereby acknowledged, said Grantor does hereby release to said Grantee: ALL THAT CERTAIN, tract or parcel of land and premises, as laid out by Mary Ross Von Bestecki, on her Plan of Lots of Bella Vista, recorded as hereinafter set forth, situate, lying and being in the Township of Fairview, York County in the Commonwealth of Pennsylvania, more particularly bound as follows: BEGINNING at a point on the north side of Ross Avenue at the line of lot No. 49, which point is one hundred (100) feet west ofthe north-western corner of Ross Avenue and Margaretta Street; thence westerly along the north side of Ross Avenue fifty (50) feet to a line of Lot No. 46; thence northwardly along the line of Lot No. 46 One Hundred Forty (140) feet to Bruce Alley; thence eastwardly along the south side of Bruce Alley fifty (50) feet to a line of Lot No. 49; thence southwardly along the line of said Lot One Hundred-Forty (140) feet to the North side of Ross Avenue, the place of BEGINNING. SAID PREMISES being known and numbered as 214 Ross Avenue. BEING Lot Numbers 47 & 48 on the Plan of Lots No. 1 of"Bella Vista," as owned and laid out by Baroness Mmy Ross Von Bestecki, said Plan of Lots Nos. I of"Bella Vista" being recorded in the Recorder's Office of York County in Record Book 13-D, page 700. HAVING THEREON ERECTED a two and one-half story cement block apartment building, No. 214 Ross Avenue, Bella Vista, New Cumberland, PA. UNDER AND SUBJECT to all applicable restrictions, reservations, easements and rights of way of record. BEING THE SAME premises which MARJORIE H. FRITZ, by deed dated the 25* of June, 1986, in the Recorder of Deeds Office in and for YORK County in Deed Book 092P, page 0121, granted and conveyed unto JOHN HUDOCK, Grantor herein. THIS IS A TRANSFER FROM FATHER TO SON AND THEREFORE IS EXEMPT FROM PENNSYLVANIA REALTY TRANSFER TAX. TOGETHER with all and singular, the rights, members, hereditaments and appurtenances to the said premises belonging or in anywise incident or appertaining. GRANTOR covenants that he will specially warrant the property hereby conveyed. TO HAVE AND TO HOLD all and singular the premises before mentioned unto the said Grantee, his heirs and assigns forever. IN WITNESS WHEREOF, the Grantor has executed this deed the day and year above written. ness JOHN HUDOCK COMMONWEALTH OF PENNSYLVANIA I · I SS: COUNTY OF b)~ clD l't ,~L. [ ! On this JO-t.. day of ~['"~-e~'~uct~ w, 2002, before me, the undersigned officer personally appeared JOHN HUDOCI( known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. I hereunto set my hand and official seal ~lotary ,/ ,/ I hereby certify that the precise residence of the Grantees is: ~for Grantee Commonwealth of Pennsylvania County of YORK SS: Recorded in the Office for the Recording of Deeds, etc., in and for YORK County, PA in Deed Book Volume Page Wimess my hand and seal of office, at this day of , PA 2002. Recorder THIS DEED, made this / and between: JOHN HUDOCK, hereinafter "Grantor," and, day of 2002, by JOHN HUDOCK & ANNE KERRIGAN, a ~narried couple, GRANTEES, Tenants by the Entireties WITNESSETH, that in consideration of One Dollar in hand paid and other valuable consideration, receipt whereof is hereby acknowledged, said Grantor does hereby release to said Grantees: ALL THAT CERTAIN, tract or parcel of land and premises, situate, lying and being in the East Pennsboro, Cumberland County in the Commonwealth of Pennsylvania, more particularly bound as follows: BEGINNING at a point on the western line of Fairway Drive on the hereinafter mentioned Plan of Lots, at the co~er of Lot No. 23 of said plan; thence by the western line of Fairway Drive South 33 degrees 37 minutes East a distance of One-Hundred (100) feet to a point on the western line of Fairway Drive at the corner of Lot No. 25; thence by the dividing line between Lots No. 24 & 25 South 56 degrees 23 minutes West a distance of two hundred feet (200) feet to a point; thence North 33 degrees 37 minutes West a distance of one-hundred (100) feet to a point in the corner of Lot No. 23; thence by the dividing line between Lots No. 23 and 24 North 56 degrees 23 minutes East a distance of two hundred (200) feet to a point, the place of BEGINNING. SAID PREMISES being known and numbered as 470 Fairway Drive. BEING Lot No. 24 in the Plan of Lots known as Brentwood Section "B," which Plan is recorded in Plan Book 8, Page 50, Cumberland County Records. BEING THE SAME premises which A. ROBERT STRAUB & BARBARA LOU STRAUB, by deed dated the 28t~ of April, 1987, in the Recorder of Deeds Office in and for Cumberland County in Deed Book Q32, page 437, granted and conveyed unto JOHN HUDOCK, Grantor herein. UNDER AND SUBJECT, nevertheless, to the reservations and restrictions related to the Plan of Brentwood, Section "B," as recorded. THIS IS A TRANSFER FROM HUSBAND TO HUSBAND AND WIFE AND THEREFORE IS EXEMPT FROM PENNSYLVANIA REALTY TRANSFER TAX. TOGETHER with all and singular, the rights, members, hereditaments and appurtenances to the said premises belonging or in anywise incident or appertaining. GRANTOR covenants that he will generally warrant the property hereby conveyed. TO HAVE AND TO HOLD all and singular the premises before mentioned unto the said Grantees, their heirs and assigns forever. IN WITNESS WHEREOF, the Grantor has executed this deed the day and year above written. ~W~tness JOHN HUDOCK COMMONWEALTH OF PENNSYLVANIA COUNTY OF On this ID ~-~ day of /2'~e~-~'aa ~,~,, SS: before me, the undersigned officer personally appeared JOHN HUDOCK known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. I hereunto set my hand and official seal / ofi y I hereby certify that the precise residence of the Grantees is: 470 Fairway Drive Camp Hill, PA 17011 MAXINE KAY LEWIS, A'ttorney for Grantees Commonwealth of Pennsylvania I I County of CUMBERLAND J SS: Recorded in the Office for the Recording of Deeds, etc., in and for CUMBERLAND County, PA in Deed Book Volume Page Witness my hand and seal of office, at this day of , PA 2002. Recorder COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Hudock, John A. FILE NUMBER '/.1 02 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. 2. 5, 6, 7. Neill Funeral Home The Patriot News - Obituary DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) ANNE KERRIGAN Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 470 Fairway Drive city Camp Hill State PA Year(s) Commission Paid: Attorney Fees MAXINE KAY LEWIS 33085 Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant ANNE KERRIGAN Street Address 470 Fairway Drive city Camp Hill Relationship of Claimant to Decedent Wife Probate Fees Accountant's Fees Tax Return Preparer's Fees Included in Attorney Fees See Continuation Sheet 195-32-4496 __ Zip 17011 State PA Zip 17011 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 0218 AMOUNT 5,470.00 144.00 12,000.00 13,500.00 3,500.00 287.00 23,435.81 58,336.81 Schedule H John A. Hudock Continuation Sheet William Mansfield Legal Advertising L. G. Conner Real Estate Appraisals (2 appraisals) Bank Charges Auto Repair- Ford Liability Insurance - Commercial Buildings Brenner Chrysler - Tires Brenner Chrysler - Repair '99 Chrysler Adler & Adler - Title Search City Treasurer - Utility Commercial Building (1841 N. 3~) City Treasurer - Utility (1840 Logan) City Treasurer - Utility (1833 N. 3rd) William Hobbie Appraisers - personal properthy State Farm (Ford Car Insurance) Mountz Jewelers - Appraisals Free Flow (241 Ross St., New Cumberland) Patricia Gordon (Tax Collector Fairview Twp.) York County Recorder of Deeds Cumberland County Recorder of Deeds Larry Shoop, CPA (decedent's final tax return) Harrisburg School District - 2002 taxes owed Mortgage Payments - Allfirst Commercial Building (20 months) City of Harrisburg - fee with letter of extension of time to tear down building City of Harrisburg - terminate water service City of Harrisburg - Water & Refuse (73.25/month 5/02 - 9/03) City Treasurer - Water & Refuse 5/5/2003 past due payment Paralegal Services - 14 hrs. ~ $15/hr. 250.54 550.00 8.00 835.87 1,402.50 46.64 474.36 100.00 997.47 114.06 156.81 125.00 72.00 125.00 358.00 332.94 29.00 25.50 240.00 2,592.17 13,377.00 100.00 25.00 366.00 521.95 210.00 TOTAL 23,435.81 DEBTS OF DECEDENT, FILE NUMBER ESTATE OF ~ Include unreimbursed medical expenses. ITEM DESCRIPTION NUMBER 1. Spirit Hospital AMOUNT 76.32 Ifirst Commercial Mortgage 32,940.85 internal Revenue Service (2001 Tax Return) 87.55 PA Dept. of Revenue 117.00 Internal Revenue Service (Decedant's Final Federal Return) 2,389.60 ,nternal Revenue Service (Paid with 4868) 3,000.00 PA Dept. of Revenue (Paid with Extension) 1,000.00 Household Bank Acct. 7,028.56 Capital Asset Reserch (City Liens) 5,232.96 10. 11. Real Estate Taxes Dauphin County Tax Bureau - Year 2000 IReal Estate Taxes Dauphin County Tax Bureau - Year 2001 (estimated) 6,143.32 6,143.32 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert edditional sheets of the same size) 64 159.48 ALLFZRST BANK PO BOX 62110, BALTZHORE ND 21260,-2110, ACCOUNT NO. 001-1822-380S107-9003 DATE RATE 02-01-02 5.75000 ~ 01010,-10,05026 BALANCE TOTAL ANOUNT DUE ESCROW $661.72 DUE DATE 02-01-02 BAL-FORWARD PRZNCZPAL = COHZNG DUE NOT/CE REHZT ANT $S05.17 $661.72 32,90,0.85 ZNTEREST = $1.68.5.6 REV-l$13 EX* (1.97) ~ COklUONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Hudock. ,Iohn A. 21 02 0218 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Anne C. Kerrigan 470 Fairway Drive, Camp Hill, PA 17011 Jason D. Hudock 2739 Georgetowne Place, Rochester, MN 55901 James P. Hudock 5807 Barnwood Place, Columbia MD 21044 Joseph Hudock 496 Waterside Avenue, Canal Fulton, OH 44614 John Hudock II 214A Ross Avenue, New Cumberland, PA 17070 Son Son Son Son 50% 12.50% 12.50% 12.50% 12.50% (If more space is needed, insert additional sheets of the same size) TOTAL OF PART ]]~ - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET Law Offices MAXINE KAY LEWIS 1101 North Front Street Harrisburg, Pennsylvania 17102 Telephone (717) 234-3136 Fax (717) 234-8288 E-mail: MKLoffice ~ comcast.net May 9, 2003 OF COUNSEL Robert W. Greenfield 1982-1997 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of John A. Hudock, Deceased Please find enclosed an original and a copy of the Inheritance Tax Return and Inventory for the Hudock estate. Also enclosed are a check for $1,620.00 and two pages stamped copy to be clocked in and returned in the stamped, self-addressed envelope provided. If you have any questions, I can be reached at (717) 652-2296. Sincerely, ...... MAXINE KAY LEWIS MKL/cmm enclosures - 6 ' I~ ['he Orphan's Court of Cumberland County, Pennsylvania INVENTORY Estate of John A. Hudock also known as John A. Hudock , Deceased Anne Kerrigan, Personal Representative No. 21 02 0218 Date of Death 02/11/2002 Social Security No. 171241479 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Maxine Kay Lewis Anne Kerri~an I.D. No.: 33085 ~7/7/,~ ~---~/'~,~ Address: 1101 N. Front St. Dated /~'~-"-/~")~Z~ ~;~ ! Harrisbur~ PA 17102 Telephone: 717 234-3136 See Continuation Sheet Description (Attach Additional Sheets if necessary) Total Value 165,970.89 165,970.89 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Inventory John A. Hudock Continuation Sheet Commercial Buildings 1833 & 1841 N. Third Street Harrisburg, PA 2. Lots 1822, 1834, 1836, 1840 Logan Street Harrisburg, PA 3. Refund Health South 4. Refund PA Department of Revenue 5. Refund Capital Blue Cross 6. Chrysler Automobile Sale Colonial Motors 7. 1958 Ford Thunderbird with white removable top - Sale Price to Roberts 8. Personal Property as per appraisal by Hobbie Auctioneers (attached) 9. 1.77 ct round brilliant cut diamond ladies diamond ring as per appraisal by Mountz Jewelers (attached) 10. 14 ct yellow gold dome-top ring with 1.47 ct diamond as per appraisal by Mountz Jewelers (attached) 11. Monies Paid to Extend Commercial Agreement of Sale 12. Payments under Agreement of Sale of Commercial Property TOTAL FOR INFORMATION ONLY: Transferred Before Death: 470 Fairway Drive, Camp Hill, PA 17011 214 Ross Avenue, New Cumberland, PA 17070 84,300.00 26,700.00 144.28 271.00 112.45 14,000.00 16,200.00 4,095.00 8,518.16 3,630.00 1,000.00 7,000.00 165,970.89 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002551 KERRIGAN ANNE 470 FAIRWAY DRIVE CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 171-24-1479 FILE NUMBER: 2102-021 8 DECEDENT NAME: HUDOCK JOHN A DATE OF PAYMENT: 05/1 2/2003 POSTMARK DATE: 05~09~2003 COUNTY: CUMBERLAND DATE OF DEATH: 02/11/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~1,620.00 TOTAL AMOUNT PAID: 91,620.00 REMARKS: C/O MAXINE KAY LEWIS, ESQ. SEAL CHECK# 118 INITIALS: CW RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUR4[AU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 MAXINE K LEWIS 1101 N FRONT ST HBG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '03 JUN20 !\11:38 DATE 06-25-2005 ESTATE OF HUDOCK JOHN A DATE OF DEATH 02-11-2002 FILE NUMBER 21 02-0218 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HUDOCK JOHN A FILE NO. 21 02-0218 ACM 101 DATE 06-25-2005 TAX RETURN WAS: C } ACCEPTED AS FILED C X} CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) 2. Stocks and Bonds CSchedule B} 5. Closely Held Stock/Partnership Interest CSchedule C) 4. Mortgages/Notes Receivable CSchedule D) 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E} 6. Jointly Owned Property CSchedule F) 7. Transfers CSchedule G} 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H} 10. Debts/Mortgage Liabilities/Liens CSchedule I) 11. Total Deductions 12. Net Value of Tax Return 111~000.00 .00 .00 .00 54~970.89 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 251r000.00 c8) 416,970.89 44,959.81 15. 14. NOTE: 159.48 Cl[) 109.119.29 507,851.60 (12) .00 CD002551 .00 INTEREST IS CHARGED THROUGH 07-08-2005 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM AMOUNT PAID 1,620. O0 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 05-09-2005 TAX CREDITS: PAYMENT DATE RECEIPT DISCOUNT (+) NUMBER INTEREST/PEN PAID (-) 207,425.80 x O0 = .00 100,425.80 x 045: 4,519.16 · O0 x 12 = . O0 .00 x 15 = .00 (19)= 4,519.16 1,620.00 2,899.16 140.75 5,059.91 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CA}, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.} ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate ClS} 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class R rate C18) 19. Principal Tax Due Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) 507,851.60 Net Value of Estate Subject to Tax (14) 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. RESERVATION: PURPOSE OF NOTICE: PAYMENT= REFUND CCR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful CIass B Ccollateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000 (72 P.S. Section 91401. ' 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= REGISTER OF HILLS, AGENT A refund of a tax credit, which 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 are available at the Office of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-562-2050; services for taxpayers with special hearing and / or speaking needs= 1-800-447-3020 CTT only]. Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest1 as sho~n on this Notice must object within sixty C601 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. 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. 280601, Harrisburg, PA 17128-0601 Phone (7171 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (51 calendar months after the decedent's death, a five percent (5~) discount of the tax paid is allowed. The 15~ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before Januar~ 18, 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 Daily Interest Daily Interest Daily Yea.~r Rate Factor Yea~ Rate Factor Year Rate Factor 1982 20~ .000548 ]987 9X .000247 1999 7X .000192 1983 16~ .000438 1988-1991 11~ .000301 2000 8~ .000219 198~ 11~ .000501 1992 9~ .0002~7 2001 9~ .000247 1985 13~ .000356 1995-1994 7X .000192 2002 6~ .000164 1986 lOX .000274 1995-1998 9~ .000247 2005 5X .000137 Interest is charged beginning with first day of delinquency, or nine (9) months and one (11 day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January ], 1982 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 1982 through 2003 are: --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY 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 sho~n on the Notice, additional interest must be calculated. [EV-1470 r2x (6-88) (~ INHERITANCE TAX EXPLANATION COMMONVVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 FILE NUMBER DECEDENTS NAME Hudock, John A. 2102-0218 ACN REVIEVVED BY Daniel Heck 101 ITEM EXPLANATION OF CHANGES SCHEDULE NO. These mortgage payments, are not allowable deductions as the date of death moi~f~age H 7-U balance is claimed on schedule I item 2. ROW Page 1 BUREAU OF INDIVIDUAL TAXES ZNHERXTAHCE TAX DXV/STON DEPT. :*80601 HARRTSBURG, PA 171ZS-O601 ANNE C KERRIGAN 470 FAIRNAY DR CAHP HILL COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX RECORD ADJUSTNENT JOINTLY HELD OR TRUST ASSETS DATE 07-$0-2005 ESTATE OF HUDOCK DATE OF DEATH 0Z-11-Z00Z FILE NUHBER Z1 02-0218 '03 /,d'~ 12 PA 17011':-~ 2020 COUNTY CUHBERLAND i) SSN/DC 171-Z4-1479 ACN OZllZ681 I Amoun't Remi~ed I REV-I~O,~ EX AFP COt-OS) JOHN A HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE RETAIN LONER PORTION FOR YOUR RECORDS REV-1604 EX AFP (01-03) ~# INHERITANCE TAX RECORD ADJUSTHENT JOINTLY HELD OR TRUST ASSETS DATE 07-$0-2005 ESTATE OF HUDOCK JOHN A DATE OF DEATH 02-11-2002 COUNTY CUMBERLANU FILE NO. Z10Z-OZ18 S.S/D.C. NO. 171-Z4-1479 ACN OZ11Z681 ADJUSTHENT BASED ON: ADHINISTRATIVE CORRECTION JOINT OR TRUST ASSET ZNFORHATZON FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 0033559806 TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TINE CERTIFICATE DATE ESTABLISHED 01-28-1996 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions - Taxable Amount Tax Rate X Tax Due .00 NOTE: 0.500 .00 .00 .O0 .15 .00 TO XNSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHXT THE UPPER PORTXON OF THXS NOTXCE NXTH YOUR TAX PAYHENT TO THE REGXSTER OF NXLLS AT THE ADDRESS SHONN ABOVE. HAKE CHECK OR HONEY ORDER PAYABLE TO: **REGXSTER OF NXLLS, AGENT.*! TAX CREDZTS: PAYHENT DATE RECEIPT NUHBER DISCOUNT (+) ; INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. XF TOTAL DUE 1S LESS THAN $1, NO PAYNENT XS REQU/RED. XF TOTAL DUE ZS REFLECTED AS A "CREDIT** (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR INSTRUCT/OHS.) .00 .00 .00 .0O PAYMENT: Detach the top portion of this Notice and submit ,ith your payment made payable to the name end address printed on the reverse side. -- Hake check or money arder payable to: REGISTER OF HILLS, AGENT. REFUND (CR): A refund of a tax credit, which wes not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of #ills, any of the 23 Revenue District Offices or from the Department's 2~-hour answering service for forms ordering: I-8OO-$6Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-~7-3020 (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 1712B-0601, Phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (52) discount of the tax paid is allowed. PENALTY: The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency or nine (9) months and one (1) day from the date of death to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January I, 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Yea.__r Rate Factor Yea.__.r Rate Factor Year Rate Factor 1982 207- .000548 1987 97- .000247 1999 71 . O00192 1983 167. .000436 1988-1991 111 .000301 ZOO0 81 ,000219 1984 llZ .000301 1991 91 .000147 Z001 91 .000147 1985 131 .000356 1993-1994 77. .000192 2002 67. .000164 1986 IOZ .000274 1995-1998 97. .00024? 2003 57. .000137 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DATLy 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 pay;ant is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DZVZSTOH DEPT. 280601 HARRTSBURG, PA 17128-0601 ANNE C KERRISAN ~70 FAIRNAY DR CANP HILL CONHONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE ZNHERZTANCE TAX RECORD ADJUSTHENT JOINTLY HELD OR TRUST ASSETS PA 17011-2020 REV-i&O~ EX AFP DATE 07-$0-2005 ESTATE OF HUDOCK JOHN A DATE OF DEATH 02-11-2002 F~LE NUNBER 21 02-0218 COUNTY CUNBERLAND SSN/DC 171-2~-1~79 ACN 02112682 Amoun~ RBm/~d HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~.~ RETAZN LONER PORTZON FOR YOUR RECORDS REV-1604 EX AFP (01-03) .#ZNHERZTANCE TAX RECORD ADJUSTHENT JOZNTLY HELD OR TRUST ASSETS DATE 07-$0-2005 ESTATE OF HUDOCK JOHN A DATE OF DEATH 02-11-Z002 COUNTY CUHBERLAND FILE NO. 21 02-0218 S.S/D.C. NO. 171-ZR-1~79 ACN 02112682 ADJUSTNENT BASED ON: ADHINISTRATIVE CORRECTION JOZNT OR TRUST ASSET ZNFORHATZON FINANCIAL INSTITUTION: ALLFIRST FINANCIAL SERVICES ACCOUNT NO. 003853~860 TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING DATE ESTABLISHED 05-28-1987 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions - Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .15 .00 ( ) TRUST NOTE: ( ) TINE CERTIFICATE TO ZNSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHZT THE UPPER PORTZON OF THIS NOTICE #ZTH YOUR TAX PAYHENT TO THE REGISTER OF #ILLS AT THE ADDRESS SHO#N ABOVE. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF #ZLLS, AGENT." TAX CREDZTS: PAYNENT RECEIPT DISCOUNT (+) ANOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADD/TIONAL /NTEREST. IF TOTAL DUE 1S LESS THAN $1, NO PAYHENT IS REQUIRED. ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR}, YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORN FOR INSTRUCTIONS.) .00 .00 .00 .00 PAYNENT: Detach the top portion of this Notice and submit .ith your payment made payable to the name and address printed on the reverse side. -- Hake check or money order payable to: REGISTER OF NILLS, AGENT. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-iS13). Applications ars available at the Office of tho Register of Hills, any of tho 23 Revenue District Offices or from the Department's Z4-hour ansaering service for fores ordering: Z-800-36Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). REPLY TO: Questions regarding errors contained on this notice should bm addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. leo601, Harrisburg, PA 171Z8-0601, Phone C717) 787-6505. DZSCOUNT: Zf any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is alloaed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. ZNTEREST: Znterest is charged beginning eith first day of delinquency ar nine (9) months and one C1) day from the date of death to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after January 1, 1982 will bear interest at a rate ahich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Zntarest Daily Zntersst Daily Znterest Daily Year Rate Factor Yea._._r Rate Factor Year Rate Factor 19DZ ZOZ .000548 1987 9Z .000247 1999 72 .00019Z 1983 16Z .000438 1988-1991 Z1Z .000301 ZOO0 8Z .OOOZl9 1984 11Z .000501 199Z 9Z .000247 2001 9Z .000Z47 1985 15Z .000356 1993-1994 7Z .00019Z 2002 6Z .000164 1986 IOZ .O0027~ 1995-1998 9Z .000Z47 ZO0~ 5Z .000157 --Interest is calculatad as follaes: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent sill reflect an interest calculation to fifteen (15) days beyond the date of the assessment, lrf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. [EV-1470 EX (6-88) INHERITANCE TAX EXPLANATION COMMONWEALTI-" OF PEi'~i ~,.~SYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG~ PA 17128-0601 :)ECEDENT'S NAME FILE NUMBER Hudock John 2102-0218 ACN F~EVIEWED BY Emerson Luciano 02112681-02112682 ITEM EXPLANATION OF CHANGES SCHEDULE NO. The above referenced ACN has been reduced to zero, as this account was reported on the Probate return. Page 1 Name of Decedent: D~te of]Death: STATUS REPORT UNDER RULE 6.1~2 Ac[min. No.: OOP. bl '~ Will No.: ~ ©O O. 'Pursusmt 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: 1. State whether art~tration of the estate is complete: Yes NO M- 2. If the answer is No, state when the personal r~presentative reasonably believes that the administration will be complete: If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ['] b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representativ_.~_~ state an account informally to the parties in interest? Yes [-1 No [_[ Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this report. Signature x~ Name ~.dd~ess Telephone Capacity: [~Personal Representative C.ounsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BURE,~.b ~,'~,' iNDIVIDUAL TAXES ~DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: LEWIS MAXINE KAY ESQUIRE 1101 NORTH FRONT STREET HARRISBURG, PA 17102 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003607 ........ fold ESTATE INFORMATION: SSN: 171-24-1479 FILE NUMBER: 2102-021 8 DECEDENT NAME: HUDOCK JOHN A DATE OF PAYMENT: 02/27/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/1 1/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,214.99 iREMARKS: CHECK//006957 SEAL TOTAL AMOUNT PAID: $3,214.99 INITIALS: JA RECEIVED BY' GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 0 Z m ~OMNONMEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZHHERITANCE TAX ,pRAISEHENT, ALLOMANCE OR DIsALLGNANCE OF D~CTIONS AND A$$EsgHENT GF TAX ;o., PA DATE 06-25-2D03 ESTATE OF HUOOCK DATE OF DEATH 02-11-2002 FILE HUMBER 21 02-0218 COUHTY CUMBERLAND ACN 101 Amouflt Remitted JOHN A MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 ZN LONER PORTZ0N FOR YOUR RECORD~ ~ :E OF D£DUCTZONS AND ASSESSNEHT OF TAX A FXLE NO. 21 02-0218 ACN lO! PATE ACCEPTED AS FILED C X) cHANgED 06-23-2003 SEE ATTACHED NOT!CE EREST - SEE REVERgE ORIGINAL RETURN nterest CSchedule C) dule D) Property (Schedule E) NOTE: Te insure proper submit the upper portlop of thJs ~orm with your tax peyment. 41&,97D ,89 ;c. Expenses CSchedule H) is CSchedulo Z~ (10) ~,1~9.~8 ClX) ~ 109,119-79 307,851 to Tax ,$ue, d prevIOUSlY, lines 16, 15 end/or 16, 17, 18 eno 19 ~clude ~he tntel of ~ returns i=sessed to d.te. .at~ C15) 207,q25.B~ X O0 ,lnaml/Clmss A rite C16) " ,lOO~2~.SO X 0~5 ~ 6,519. ,ate C17] ,0~ X 1~ L .00 :o~llteral/C~ass ~ rate (18) .00 X ~S ~ .00 DISCOUNT (+) INTEREST/PEN PAID .00 '-08-2005 ~LINED ON THE REVERSE EREST-. AHOUNT PAID 1,620, O0 TOTAL TA3C CRED:]:T BALANCE OF TAX DUE INTEREST AND PEN- TOTAL DUE 1,620.00 2,899.16 140.75 3,039.91 ( IF TOTAL DUE [S LESS THAN ~1, NO PAYMENT Is REQUIRED. IF TOTAL DUE [$ REFLECTED AS A 'CREDIT' CCR). YOU MAY BE DUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVTSTON DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVAN'rA DEPARTMENT OF REVENUE ZNHERTTANCE TAX STATEMENT OF ACCOUNT RE¥-16a7 EX AFP C01-D3) MAXINE K LENIS 1101N FRONT ST HBG :: DATE ESTATE OF DATE OF DEATH FILE NUMBER APR 14 AP :47 COUNTY ACN 0:5-Z9-ZOOq HUDOCK 02-11-2002 21 02-0218 CUMBERLAND 101 JOHN A Aeoun'~ Rem i'l:'l'ed MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 NOTE: To insure proper credi~ ~:o your account, submi~ ~he upper portion of ~his fore wi~:h your ~:ax payment:. CUT ALONG THIS LINE ~ RETAIN LONER PORT?ON FOR YOUR RECORDS ~ REV-1607 EX AFP (01"03] .-~ INHERITANCE TAX STATEMENT OF ACCOUNT ESTATE OF HUDOCK JOHN A F'rLE NO. 21 02-0218 ACN 101 DATE 0:5-29-200q THTS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACM IN THE NAMED ESTATE. SHONN BELON TS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE:. AND, IF APPLICABLE, A PROJECTED INTEREST FTGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-2:5-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): q,519.16 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID ¢-) AMOUNT PAID 05-09-2005 02-27-Z00q CD002551 CD005607 IF PAID AFTER THIS DATE~ SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQUIRED. ZF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CA), .00 229.15- 1,620.00 :5,21q.99 TOTAL TAX CREDIT q,605.8q BALANCE OF TAX DUE 86.68CR INTEREST AND PEN. .00 TOTAL DUE 86.68CR YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR INSTRUCTIONS. REV-15OO EX ~' (6-OO) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 171284)601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 I -0 2 0 2 I 8 NUMBER DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL Hudock, John A. DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year) 02/11/2002 I 09/10/1932 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDOLE INITIAL) SOCIAL SECURITY NUMBER 1 .7 1-2 4- 1 4 7 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS BOCIAL SECURITY NUMBER Z X [] 1. Original Return F'-I 4. Limited Estate 6. Decedent Died Testate (NtachcopyolW'a) [--'1 9. Litigation Proceeds Received r-~"l 2. Supplemental Return O4a. Future Interest Compromise (da~ of deah eta' 12.12-e2) O7. Decedent Maintained a Living Trust (Atach copy o~ Trust) I"-1 10. Spousal Poverty Credit (dal~ d (leah between 12-31-9! and 1-1-95) O3, Remainder Return (damddeahpd~'m 12.13-82) E] 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes I--'1 11. Election to tax under Sec. 9113(A) (At,ch Sch O) NAME Joshua M. Goldber[ter, Esq. FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 1101 N. Front Street 1st Floor TELEPHONE NUMBER 717 234-3136 Harrisbur 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Padnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ] Billing Requested Separate 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. 10. 11. 12. 13. Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Beductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 80,000.00 54,970.89 0.00 251,000.00 (8) 77,762.99 71,795.37 (11) (12) (13) PA 17102 L.~ 385,970.89 149,558.36 236,412.53 236,412.53 (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or lmnsfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17, Amount of Line 14 taxable at sibling rate 18. Amount Of Line 14 taxable at collateral rate 19. Tax Due 20. 179,000.00 x .0 (15) 57,412.53 x .04'5 (16) X .12 (17) x .15 (18) (19) 2,583.56 2,583.56 Decedent's Complete Address: STREET ADDRESS CITY 470 Fairway Drive ISTATE PA Camp Hill IZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 4,834.99 Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A * B * C ) (2) Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payab/e to: REGISTER OF WlZZS, AGENT 2,583.56 4,834.99 2,251.43 0.00 0.00 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; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 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. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN~J~RE OF PERS~?N RE~tPO~ISIBLE FOR FILING RETURN ADDRESS ~ ' 470 Fai~ay Drive, Camp Hill SIGNATURE O~PARER O~ER THAN REPRESENTATIVE ADDRESS ~'- '-~ :~ ....................... D)TE PA 17011 DATE 1101 N. Front Street, Harrisbur~l PA 17102 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 3% [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 0% [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 0% [72 P.S. {}9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, 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 12% [72 P.S. {}9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Law Offices JOSHUA M. GOLDBERGER 1101 North Front Street Harrisburg, Pennsylvania 17102 Telephone (717) 234-3136 Fax (717) 234-8288 i.e eso~iuno.com May 21, 2004 Department of Revenue INHERITANCE TAX DIVISION c/o Register of Wills, Agent Front and Market Streets Harrisburg, PA 17101 Re: Estate of John A. Hudock, Dec'd Dear Sir/Madam: As per the notation provided in the original filing of the Inheritance tax return, I am filing the supplemental return following the sale of the commercial real estate owned by Decedent and Guy J. Alosa. As detailed in the original return, although no Deed was draRed, Guy J. Alosa sold his rights in the property to Decedent in the years prior to Decedent's death. At the time of filing the original Inheritance tax return, Attorney Maxine Kay Lewis, had listed the value of the real estate according to its most recent tax assessment of$111,000.00, despite the dilapidated condition of the premises. I am filing this supplemental return as a result of our recent sale of the premises for the sum of $80,000.00. In order to finalize the sale of the property, the estate paid a variety of expenses, including outstanding debts and taxes, which I have listed on Schedule H. If you have any questions, please contact me at 717/234-3136. Sincerely, Joshua M. Goldberger, Esq. /jmg R~-l~2EX+{1-97),, ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN . _ RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE ..................... FiLF NU~B[~R ............................. Hudock, John A. 21 02 0218 All real property owned solely or asa tenant in comm°n m~Jst be r~ported ~i fair market valu~ Fair market value is defined as the price 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. Real property which is jointly-owned with right of survivorshipm~ust~b~_disclo_sed.o~n 8ched_ule F. ITEM ........... VALUE AT DATE NUMBER ! DE8ORIPTION OF DEATH i. ~Commercial Buildings and Lots;(see 8etti~rn~[Sheet, attached~ .... 80,--0~0l~:00 1833 & 1841 N. Third Street, Harrisburg, PA as per sale Lots: 1822, 1834, 1836, 1840 Logan Street, Harrisburg, PA as per sale TOTAL (Also enter_, on line 1, Recapitulation) $ 80,000.00 (If more space is needed, insert additional sheets of the same size) ^. Settlement Statement U.S. Department of Housing and Urban Development OMB No. 2502-0265 REV. HUD-1 13/86) .... SMIGEL, ANDERSON . PEO LO^N 1. [:]FHA 2. []FmHA 3. []Conv. Unins. & SACKS,. 4. OVA 5. [}cony. Ins. A'~I'ORNEYS AT LAW 6. FILE NUMBER 17. LOAN NUMBER 7543-1-gACNM 8. MORTGAGE INSURANCE CASE NUMBER lflll lo1~111 Il IUrnllRla lO SNt yOU · m.,..,,,&l'~l O · m"";"~n ~M~rl f4N' Ii1{~11~,~ p~u,i;~G&& ll3d ltl not ncludld In the totlll, TitleExpress Settlement System C. Note: item~ mit'kid "(p,o.~.)# wire plld ootll~..tt~?lo_l.l_rt~._;_#~_e~ !.1_ ,1~.~ Uilitld Statfl art ~111 ~1' any other ilmlllt fm'm. pl~lltlel upon w ~ . I. · crVn. to L '5¥" m,,,(* ,.,.* :~. ~'~.,.~,.' :~::~n,~. '~. u .:" 160~ .nd '*~,'..- 10~0 Printed 02/25/2004 at 14:34 JAB O. NAME OF BORROWER: Eric Papenfuse and Cathy ADDRESS: 1519 North Third Street, Harrisburg, PA 17102 E. NAME OF SELLER: The Estate of John A. H-~ock and Guy J, AIDs·, Jr, ADDRESS: cio 1101 N, Front Street, Harrisburg, PA 17102 F. NAME OF LENDER: ADDRESS: G. PROPERTY ADDRESS: 1833 & 1841 North Third Street, and 1822 Logan S~eet, Harrisburg, PA 17102 Harrisburg City H. SETTLEMENT AGENT: Smtgel, Anderson & Sacks, LLP, Telepho~: 7t 7-234.2401 Fax: 717-234-361 PLACE OF SETTLEMENT: 4431 North Front Stre~PA 17110 . 02/25/2004 I.SETTLE~E. XRy OF BORR ' T N A TIO : ~K, SUM A Y LLE ' T I : 100, GROSS AMOUNT DUE FROM BORROWER 400, GROSS AMOUNT DUE TO SELLER 101. Contract sales ice 1-~ ~ 401. Contra~ '~ 80000.00 102. Pers~ 402. Person~R__~_~_offi_~ 103. Settl~S to borrower line1400 ~ 403.___~.. 404. 104~ 405. lO5. ~__~_~~n ~.~ 106. Cit /town taxes 02/25/04to12/31104 j 1_~568.01 406. ~ 107. ~ ~ I 567,98 ~ 02/25/04to12/31104 567.98' ~ School Taxes ~ ~ 819.93 408. School Taxes 02/25/04to06130104 819,93 409. 109. 410. 110. 411. 111. 412. 112. 120, GROSS AMOUNT DUE FROM BORROWER ~ 420. GROSS AMOUNT DUE TO SELLER ~ 82 955.92 500~S IN AMOUNT DUE TO SELLER 200. AMOUNT8 PAID BY OR ON BEHALF OF BORROWE~R ~~ t ~ooo.0oiOl. Exces~tse~nstr~c~o.s -502. Settlement ch sro sellerline1400 31 601,41 202. Princi al amount of newloans ~ 503. Existin loan s taken sub'·ct to 203. Existin loan s taken sub'ect to 504. ~ ~20,219,12 204. --M & T Real Estate Trust 505. 205. 506. 206. 507. 207..___~ 508. 208. i 509. 209. A~strnents for Items un a__~_~.b~seller A_.dj.ustments for It~s_eller 213. 513. 514. 214. 515. 215. 516. 216. 517, 217. 518. 218. 519. 219. 5t,820.53 220.-"---~OTAL PAID BY/FOR BORROWER ~.~_1 000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER__ 300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER 301. Gross amount due from ~ 8~4670,67 601. Gross amo~ 302. Less amoont~ 1,000.00 -602. Less reduction amount d~__ ~ 51,820.53 303. CASH FROM BORROWER 83,670.67 603, CASH TO S_mAFR 31~135.39 · .~o.~. ~..~y o. om.. ~.ot~_-,,, -..'"J~.~,~'~T..'17.;;.' .......... ................ F~ Tax ID No' ) with y ..... t taxpayer Idantfficltlon n u.m. b~...If y o _u_ .d ,o_ _m~.. P.r_ .o2~d~ .t' ~ xoxo~aCv ~r ~d it nt~l~ tltY~Mn~e ml~ r.ItOI1 SELLER(S) PHONE NUMBERS: . (H) (W) U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 7543-1-9A PAGE 2 SETTLEMENT STATEMENT REV. HUD-1 (3/86i TitleExpress Settlement S' stem Printed 02/25/2004 at 14:34 JAB L. SETTLEMENT CHARGES ........ " .................. ' ...... PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on pdce $80~000.00 ~ 8.000 = 6~400.00 BORROWER'S SELLER'S Division of commission (line 700) as follows: FUNDS AT FUNDS AT 701. $ 3~200.00 to LandmarkCommercian Realty SETTLEMENT SETTLEMENT 702. $ 3,200.00 to RSR Realtors 703. Commission paid at Settlement 6~400.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ori.qination Fee % 802. Loan Discount % 803. Appraisal Fee 804. Credit Report 805. Lender's Inspection Fee 806, Mort.qafle Appl ca on Fee 807. Assumption Fee 808 809. 810. 811~ 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interesl From to ~,,$ /day 902. Mort.q~e Insurance Premium for to 903. Hazard Insurance Premium for 1o 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. ~ $ /mo 1002. MOdcla~e Insurance mo. ~, $ /mo 1003. Cily Property Tax mo. ~,, $ 153.36/mo 1004. CounW Property Tax mo. ~ $ 55.55/mo 1005. School Taxes mo. @ $ 196.38/mo 1009. Aqqre~a e Aha ysis Adjustment 0.00 0.00 1100. TITLE CHARGES 1101. Se~llernenl or closin,q fee 1102. Abstract or title search 1103. Tills examination 1104. Title insurance binder 1105. Document Preparation 1106. Notary Fees to CASH 5,00 5.00 1107. Alt~ney's fees to Josh Goldberger, Esquire 200.00 (includes above items No: ) 1108. Title Insurance to Smigsl~ Anderson & Sacks 738.75 (includes above items No: ) 1109. Lender's Policy 1110. Owner's Policy 80~000.00 - 738.75 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin.q Fees Deed $ 46.00 ; Mort.qaf:l. e $ ; Release $ 46.00 1202. City/County lax/stamps Deed $800.00 ; Mort.qaf:l, e $ 800.00 1203. Stale Tax/stamps Deed $800.00 ; Mort.qafle $ 800.00 1204. Recordin.q Fee - POA to Recorder of Deeds 18.50 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. 2002-2003 Delinquent Taxes to Tax Claims Bureau 11,223.26 1302. 2004 County Taxes to Dauphin County Treasurer 666.61 1303. 2004 City Taxes 1o The City of Harrisburg t~840.28 1304. 1841 N 3rd Utilities Io The City of Harrisburg 145.19 1305. PA inheritance Tax to Register of Wills, Agent 3~214.99 1306. Capital Asset Processin.q Fee to Smlgel, Anderson & Sacks 60.00 1307. Jud.qmeet # 11015048 to Wachovla Bank N.A. as Custodian 1,948.52 1308. Oth~ Disbursements (1520) 125.00 5,079.06 1400, TOTAL SETTLEMENT CHARGES (enter on lines 103, Section J and 502, Seclion K) 1~714.75 31~601.41 W~RNING: IT IS A CRIME TO KNOWINGLY MA~E FALSE STATEMENT~ TO THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number: 7543-1-9A PAGE 3 SETTLEMENT STATEMENT REV. HUO-1 (3/86) TitleExpress Settlement System Printed 02/25/2004 at 14:34 JAB ITEMIZATION OF HUD LINE 1308 1500. SCHEDULE OF DISBURSEMENTS BUYER SELLER 1501. 1502. Jud.qmenl # 11015076 to Wachovla Bank N.A. as Custodian 3~675.16 1503. Tax Certifications 1o Smlgel, Anderson & Sacks 3.00 1504. Overni.qhl Courier Io Smigel, Anderson & Sacks 31.00 1505. City Seltlement Sheets (3) to Chuck L. Heller t 50.00 1506. Rood Certifications (2) Io Chuck L Heller 50.00 1507. Inspection Fee- 1833 N 3rd St to Chuck L. Heller 75.00 1508. Transaction Fee to RSR Realtors 125.00 1509. Utility Termination Fees to The City of Harrisburg 50.00 1510. 1833 N. 3rd Utililies to The City of Harrisburg 44.91 1511. Asbestos Credit to Eric Papenfuse and Cathy Lawrence 1~000.00 1512. 1513. 1514. 1515. 1516. 1517. 1518. 1519. 1520. TOTAL HUD LINE 1308 EXPENSE: 125.00 5,079.06 R.EV-15~8 EX + (1-97).. ~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA 'NN ,TANCE RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF : ............................ FI~-E .UMB~ .................................. Hudock~_John A. 21 02 0218 Include the proceeds, of litigation and the date the proceeds were received by the estate. All property jointly-owned with the dght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. i Refund Health SoUth 144.28 Refund PA Department of Revenue 271.00 Refund Capital Blue Cross 112.45 .. 10. , Chrysler automobile sale Colonial Motors 1956 Ford Thunderbird with white removable top - Sale Price to Roberts Personal Property as per appraisal by Hobbie Auctioneers (appraisal was attached and filed with original tax return) ,1.77 ct. round brilliant cut diamond ladies diamond ring as per appraisal by Mountz Jewelers (appraisal was attached and filed with original tax return) 14 gold domed-top ring with 1.47 ct. diamond as per appraisal by I Mountz Jewelers (appraisal was attached and filed with original tax return) Monies Paid to Extend Commercial Agreement of Sale . Payments under Agreement of Sale of Commercial Property 14,000.00 16,200.00 4,095.00 8,518.16 3,630.00 1,000.00 7,000.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 54,970.89 R~-1511EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXEETURN EESIDENTDECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hudock, John A. 21 02 0218 Debts of decedent must be reported on Schedule I. ITEM ! NUMBER A. 1, 2. DESCRIPTION i AMOUNT FUNERAL EXPENSES: Neill Funeral Home ~ 5,470.00 The Patriot News - Obituary 144.00 5. 6. 7. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) ANNE KERRIGAN Social Secudty Number(s) / EIN Number of Personal Representative(s~ Street Address 470 Fairway Drive City Camp Hill State PA Zip 17011 Year(s) Commission Paid: Attorney Fees MAXINE KAY LEWIS 33085 JOSHUA M. GOLDBERGER 85645 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant ANNE KERRIGAN Street Address 470 Fairway Drive city Camp Hill state PA Zip 17011 Relationship of Claimant to Decedent Wife Probate Fees Accountant's Fees HARRY I. YAVERBAUM, CPA Tax Retum Preparer's Fees 12,000.00 13,500.00 3,500.00 287.00 500.00 8. L.G. Connor Real Estate Appraisals (2 appraisals) 9. Bank Fees 10. Auto Repair 11. Liability Insurance - Commercial Buildings 12. Brenner Chrysler - Tires 13. Brenner Chrysler - Auto Repair 14. Adler & Adler - Title Search 15. City Treasurer- Utilities - 1841 N. 3rd St.; 14. .... City Tr_easu_rer: ut!!!!i_es___1_84.0__ Lo_g_.an__St:;__' 550.00 8.00 835.87 2,933.75 46.64 474.36 100.00 997.47 114.06 TOTAL (Also enter on line 9, Recapitulation) $ 77 762.99 (If more Space is nee(~e~ll insert'additbnal' Sheets Of the sa~e Size-) REV-1512 EX +{1-9~) ~ SCHEDULE I COMMONW~LTHOFPENNSYLVAN,A DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESiDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF Hudock~. John A. In?lude unrejmbursed medical expenses. ITEM ; NUMBER 1. Holy Spirit Hospital DESCRIPTION FILE NUMBER 2.1 0~2 02~11~ AMOUNT 76.32 AIIfirst Commercial Mortgage 32,940.85 Internal Revenue Service (2001 Tax Return) 87.55 PA Dept. of Revenue 117.00 Internal Revenue Service (Decedent's Final Federal Return) 2,389.60 Internal Revenue Service (Paid with 4868) 3,000.00 ,PA Dept. of Revenue (Paid with Extension) 1,000.00 Household Bank Acct. 7,028.56 'Capital Asset Research (City Liens) 5,232.96 10. Real Estate Taxes Dauphin County Tax Bureau - Year 2000 6,143.32 11. Real Estate Taxes Dauphin County Tax Bureau - Year 2001 8,113.19 12. MBNA AMERICA Credit Card Debt; Acct No.: 4264290290026319 5,666.02 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 71,795.37 P~-V-1513 ~X + (1-9,?). ~ ". SCHEDULE J COMMONWE^,TN OFPENNS¥,V^N ^ BENEFICIARIES N"E"IT^NCET X. TURN RESIDENT DECEDENT ESTATE OF ~ Hu~doc~John A NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY [. -' ~TAXABLE DIST~RIBUTIONS (include ~utri~sai-disiributions) Anne C. Kerrigan 470 Fairway Drive, Camp Hill, PA 17011 Jason D. Hudock 2739 Georgetowne Place, Rochester, MN 55901 :: FiLE NUMBER : 2~1 _02_ 0218 RELATIONSHIP TO DECEDENT ' ~(~UNT OR SHARE Do Not List Trustee(s) OF ESTATE Wife 50% !Son '12.50% James P. Hudock 5807 Barnwood Place, Columbia MD 21044 Son 12.50% Joseph Hudock 496 Waterside Avenue, Canal Fulton, OH 44614 ;Son 12.50% o John Hudock II 214A Ross Avenue, New Cumberland, PA 17070 Son 12.50% II. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRiBuTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the S~me Size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Hud,ock, John A. 21 02 0218 Pa~qe 2~ Schedule H - Funeral Expenses & Administrative Costs - B7 ITEM NUMBER 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. DESCRIPTION ~ City Treasurer - Utilities - 1833 N. 3rd St.; i Hobbie Appraisals - Personal Property Appraisal State Farm Car Insurance Mountz Jewelers - Appraisal i Free Flow Drain Services ! Patricia Gordon - Tax Collector, Fairview Township York County Recorder of Deeds ~ Larry Shoop, CPA (Decedent's Final Tax return) i Harrisburg School Dist. - 2002 Taxes City of Harrisburg - Fee for Extension for Building Demolition City Of Hbg - Termin. water service i City of Hbg. - Water and Refuse (5~02 - 9~03) i City Treasurer - Water and Refuse - past due payment Paralegal - 14 hrs x $15.00/hr : Mansfield Legal Adv. 12002 Real Estate Taxes 2003 Real Estate Taxes Utilities - (paid by Administratrix - 2003) :Taxes -2004 City of Hbg Taxes - 2004 County Taxes - 2004 School taxes Notary fees Deed Preparation - 1833/1841 N. 3rd Street State Tax Stamps for Deed Recorder of Deeds - Recording fee for POA :Settlement Charges - 2004 County tax(1841 N. 3rd St.) :Settlement Charges - 2004 City tax (1841 N. 3rd St.) Settlement Charges - Outstanding utilities (1841 N. 3rd St.) !Settlement Charges - Capital Asset Processing Fee (1841 N. 3rd St.) 'Settlement Charges -Outstanding Judgment Due (Wachovia Bank, N.A.) Settlement Charges - Outstanding Judgment Due (Wachovia Bank, NA.) Settlement Charges - Tax Certif. to Smigel, Anderson & Sacks ' Settlement Charges - Overnight Courier Settlement Charges - Prep. City Settlement Sheets - Landmark Realty Settlement Charges - Flood Certif. - Landmark Realty Settlement Charges - Inspection fee - Landmark Realty Settlement Charges - Utility Termination Fee Settlement Charges - Utilities - 1833 N. 3rd St. Settlement Charges - Cleanup of waste Taxes - 1041 Fiduciary taxes - year 2002 Taxes - PA-41 Fiduciary taxes - year 2002 AMOUNT 156.81 125.00 72.00 125.00 358.00 332.94 29.00 240.00 2,592.17 100.00 25.00 366.00 521.95 210.00 250.54 8,113.15 8,113.15 403.05 1,568.01 567.98 819.93 5.00 200.00 800.00 18.50 666.61 1,840.28 145.19 60.00 1,948.52 3,675.16 3.00 31.00 150.00 50.00 75.00 50.00 44.90 1,000.00 264.00 185.00 SUBTOTAL SCHEDULE H-B7 36,301.84 Estate of Hudock, J~oh~nA- also known as iNVENTORY Deceased No. 2~1 02 0218 Date of Death 02/1112002 Social Security No. 171241479 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and alt of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation as of the date of the Decedent's death, and that Decedent owned no ,,,o inventory represent, s its fair value . . at the end o! this inventory. !/We placed opposite each item of said of Pennsylvania except that which appears ~n a mem.or.and_u._m, .... ,, herein made are subject to the ........ *-ide the Commonwealth ...... *rue and correct. I/We understand that raise real esta~ u .... ,~ ,,*ode in this invento[¥ verify that the statem~-~ .... relating to unsworn falsification to authorities. Personal Representative: penalties of 18 Pa. C.S. Section 4904 Name of Attorney: ~ LD. No.: 85645 Address: 1101 N. Front Street Telephone: 717 234-3136 Description PA 17102 Dated ~ Value 144.28 Refund Health South 271.00 Refund PA Department of Revenue 112.45 Refund Capital Blue Cross 14,000.00 Chrysler automobile sale Colonial Motors 1956 Ford Thunderbird with white removable top - Sale Price to Roberts Personal Property as per appraisal 16,200.00 4,095.00 ToUt 134,970.89 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory Hudock, John A. Description of Inventory Paqel 21 02 0218 Description 1.77 ct. round brilliant cut diamond ladies diamond ring as per appraisal by Mountz Jewelers (attached) 14 gold domed-top ring with 1.47 ct. diamond as per appraisal by Mountz Jewelers (attached) Monies Paid to Extend Commercial Agreement of Sale Payments under Agreement of Sale of Commercial Property Commercial Buildings and Lots; 1833 & 1841 N. Third Street, Harrisburg, PA as per sale Lots: 1822, 1834, 1836, 1840 Logan Street, Harrisburg, PA as per sale, Value 8,518.16 3,630.00 1,000.00 7,000.00 80,000.00 Subto~l $ 100,148.16 G~ndTo~l $ 134,970.89 Estate of Hudock, John A. INVENTORY also known as , Deceased No. 21 02 0218 Date of Death 02/11/2002 Social Security No. 171241479 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VVe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: No.: Joshua M' G°ldber~ler' Escl' ~ ~, ~,/' .~ ~ .?./2~/~ ~.~/ I.D. 85645 ANNE · .-..--.~----KF~a~,~,,~'. ~ddros~: ~ ~0~ N Front 8troet Dated Hards~ur~ ~A ~7~02 lolephono: 7~ 7 234-3~ 3~ Refund Health South Description Refund PA Department of Revenue Refund Capital Blue Cross Chrysler automobile sale Colonial Motors 1956 Ford Thunderbird with white removable top - Sale Price to Roberts Personal Property as per appraisal (Attach Additional Sheets if necessary) Value 144.28 271.00 112.45 14,000.00 16,200.00 4,095.00 Total 134,970.89 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Hudock, John A. Continuation of Inventory Page 1 Description of Inventory Description 1.77 ct. round brilliant cut diamond ladies diamond ring as per appraisal by Mountz Jewelers (attached) 14 gold domed-top ring with 1.47 ct. diamond as per appraisal by Mountz Jewelers (attached) Monies Paid to Extend Commercial Agreement of Sale Payments under Agreement of Sale of Commercial Property Commercial Buildings and Lots; 1833 & 1841 N. Third Street, Harrisburg, PA as per sale Lots: 1822, 1834, 1836, 1840 Logan Street, Harrisburg, PA as per sale, Subtotal 21 02 0218 Value 8,518.16 3,630.00 1,000.00 7,000.00 80,000.00 100,148.1~ Grand Total $ 134,970.80 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX D/VIS/ON DEPT. ZBOB01 HARRISBURG, PA 17128-0601 COHNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOVANCE OR DZSALLOVANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1;li? EX AFP (01-03) JOSHUA H GOLDBERGER ESQ 1101N FRONT ST 1ST FLOOR HARRISBURG PA 17102 DATE 07-19-2004 ESTATE OF HUDOCK DATE OF DEATH 02-11-2002 FILE NUNBER 21 02-0218 COUNTY CUHBERLAND ACN 101 Aaoun'l: Rea'i 'l:'l:ed JOHN A HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'- RETA/N LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR D~SALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF HUDOCK JOHN AFZLE NO. 21 02-0218 ACN 101 DATE 07-19-2004 TAX RETURN VAS: ( ) ACCEPTED AS F/LED (X) CHANGED SEE ATTACHED NOTICE RESERVATZON CONCERNZNG FUTURE ZNTEREST- SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: SUPPLEHENTAL RETURN 1. Raal Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schadula B) (2) :3. Closely Held SJcock/Par'cnarship Zn~ares~ (Schedule C) (:3) ~. flor~gages/No~cas Raceivable (Schedule D) (q) S. Cash/Bank Daposi~cs/Nisc. Personal Proper~y (Schedule E) (5) 6. Jointly Ownad Proper~y (Schadula F) (6) 7. Transfers (Schadula G) (7) 8. To~al Asse~s APPROVED DEDUCTIONS AND EXENPTTONS: 9. Funeral Expanses/Adm. Cos~cs/Hisc. Expenses (Schadula H) (9) 10. Deb~s/Nor~gage Liabili~:ias/Lians (Schadula I) (10) 11. To~al Daduc~/ons 12. Ne"l: Value of Tax Ra~urn NO. 01 O0 NOTE: To insure proper O0 cradi~c ~o your account:, O0 subai~ 'l:h. upper por~ion O0 of ~his fora wi~:h your 00 ~:ax payaen~. O0 O0 .00 15. 1~. NOTE (8) 16,722.47 7,635.89 (11) 2~.358.36 (12) 24,$58.36- .00 285,495.24 Chari~able/Oovarnaan~al Baquas~s; Non-elected 9113 Trusts (Schedula J) (1:5) Ne~ Value of Es~ca~a Sub.~ac~ ~o Tax (1~) Zf an assessment was lssued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. 18 and 19 will ASSESSHENT OF TAX: 15. Aaoun~ of Line lq a~ Spousal ra~e 16. Aaoun~ of Line lq ~axabla a~ Linaal/Class A ra~a 17. Aaoun~ of Line lq a~ Sibling ra~a 16. Aaoun~c of Lina lq ~axabla a~ Collateral/Class B ra~a 19. Principal Tax Dua TAX CREBZTS: PAYNENT RECE/~I D/SCOUNT (+) DATE NUNBER TNTEREST/PEN PAID (-) 05-09-2003 CDOOZ551 .00 0Z-Z7-Z004 CD005607 195.76- 195,24 00 (1.;) x = :~ ,__ · 03,971 10 (16) 88,24~6~ x ~.~':'~ o ' (18) ~ ~0 x . oo ~ ~): ;-.:, '3,971.10 ~'1~. ~ TOTAL TAX CREDZT } 4,641.25 BALANCE OF TAX DUEI 670.15CR INTEREST AND PEN. .00 TOTAL DUE 670.15CR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REgUZRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT- (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR ZNSTRUCTZONS.) ZF PAID AFTER DATE ZNDZCATED~ SEE REVERSE FOR CALCULATZON OF ADDITIONAL INTEREST. RESERVATION: PURPOSE OF NOTLCE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 19BI -- if any future intarest in the estate is transfarrad in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tho expiration of any estate for 1ifa or for yaars, the CoemonNealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future intarast. To fulfilt the requiremants of Section ZlqO of the Inharitanca and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S. Section 91q03. Detach tha top portion of this Notice and submit with your payment to the Register of Ni115 printed on tha reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at fha Office of the Register of #ills, any of the Z3 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-36Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-q~7-30ZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disalioaance 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 Oapartment of Revenue, Board of Appeals, Dept. ZBIOZ1, Harrisburg, PA 171ZS-lOZ1, OR --election to have the matter determined at audit of the account of the personal representativa, OR --appeal to tha Orphans' Court. Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviaa Unit, Dept. ZB0601, Harrisburg, PA 17LZ&-0601 Phone (717) 787-650S. See page 5 of the booklet "Instructions far Inheritance Tax Return for a Rasident Decedent" (REV-lB01) for an explanation of administratlvely correctable errors. If any tax dua is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is alloaed. The 15Z tax amnesty non-participation penalty is computed on tha total of tha tax and interest assessed, and not paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appaaZable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicatad on this notice. Lnterest is charged baginning aith first day of delinquency, or nine (9) months and one (1) day from the date of death, to tha date of payment. Taxes ahich became delinquant bafara January 1, 198Z bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after January 1, 198Z ail1 bear intarast at a rate ahich will vary from calendar year ta calendar year aith that rate announced by the PA Oapartmant of Revenue. The applicable interest rates for 198Z through ZO0¢ ara: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor ~ ZOZ .O005q8 1988-1991 llZ .000301 1985 16Z .O00q3& 1992 97. .OOOZ~7 19B~ 112 .000301 1993-1994 72 . O0019Z 1985 13Z .000356 1995-1998 9X .O00Zq7 1986 XOZ . O0027~ 1999 77. .000192 1957 lOX . O00Z7~ ZOO0 72 . O0019Z --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID Daily Year Rate Factor ZOO1 9Z .000Z47 ZOOZ 67. .O0016~ 2005 5Z .000137 ZO0~ ~Z .O00llO X NUNBER OF DAYS DELIN{IUENT X DAILY XNTBREST FACTOR --Any Notice issuad after the tax becomes delinquent aiXX refXect an interest calculation to fifteen (15) days beyond the date of tha assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated. RE. .'~:~?0 Ex (6-88) INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT~ 280601 HARRISBURG~ PA 17128-0601 DECEDENT'S NAME FILE NUMBER Hudock, John A. 2102-0218 REVIEWED BY ACN Daniel Heck 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES A Forwarded to Post Assessment Review Unit in reference to the reduction to the real estate. H B- 31,33, Reduced to $00. Real estate taxes are not allowable deductions for the years after 34,35, decedent's date of death. 40,41 H B- Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania 52,53 inheritance tax purposes. ROW Page 1 BUREAU OF TNDTVTDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. Z80601 HARRTSBURG, PA 17128-0601 CONNONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE *,~HERZTANCE TAX RECORD ADJUSTMENT REV-1595 EX AFP (01-03) JOSHUA M GOLDBERGER ESQ 1101N FRONT ST 1ST FLOOR HARRISBURG PA 17102 DATE 09-05-200q ESTATE OF HUDOCK DATE OF DEATH 02-11-2002 FTLE NUMBER 21 02-0218 COUNTY CUMBERLAND ACM 101 I Aeoun~ Reei~ed JOHN MAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portion of ~h/s form w/~h your ~ax payment. CUT ALONG TH'rS LXNE ~,~ RETATN LONER PORT'rON FOR YOUR RECOR~S~= *-~ ~ REV-1503 EX AFP (01-03) ~ ~1-~:~,~1~:-~ f~-X-'~0~ '~USTHENT ~ ~ r~' ~ :~ ESTATE OF HUDOCK JOHN A FZLE NO. 21 02-0218 ACN 101 ~ DATE ~: 09-0~-200~ ADJUSTHENT BASED ON: BOARD OF APPEALS REFUND ' VALUE OF ESTATE: 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) (3) q. Not,gages/No'es Receivable (Schedule D) (q) 5. Cash/Bank Depos/~s/Misc. Personal Proper~y (Schedule E) (B) 6. Jo/n~ly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s DEDUCTZONS AND EXEMPTIONS: 9. Funeral Expenses/Ade/n/s~ra~/ve Costs/ H/scellaneous Expenses (Schedule H) (9) 10. Debts/Mortgage Liabil/~/es/L/ens (Schedule Z) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn .00 .00 5q,,970.89 .00 251~000.00 (B) q16,970.89 61,682.28 71,795.37 (1~) 155;fi77.65 (12) 285;q95.26 15. TAX: TAX Cher/~abXe/governeen~al Bequests; Non-elected 911~ Trusts (Schedule J) Ne~ Value of Es~a~a Sub~ec~ ~o Tax (15) .00 (lq) 285zq95.2~ 1.;. Amoun~c of Line lq a~ Spousal rede (15) 16. Amount: of L/ne lq ~axable a~ LZneal/Class A ra~m (16) 17. Amoun~ of L/nm lq a* SibXZng ra~ce (17) 18. Amoun~c of L/ne lq ~axable a~ Collm~cerel/C1ass B ra~ce (18) 19. Princ/pal Tax Due CREDXTS: i"AYfll:N I KI:CI:ll~ I DATE NUNBER 05-09-200~ 02-27-200q CDOOZ551 CD003607 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. UI~CUUNI [~J ZNTEREST/PEN PAZD (-) .00 193.76- 195zZq6.62x O0 = .00 88zZq6.6Z x Off5= 5z971.10 .OOX 12 = .00 .00x 15 = .00 (1':)) $;971.10 AHOUNT PAZD 1,6ZO.O0 $,21q.99 TOTAL TAX CREDZT I q,641.25 BALANCE OF TAX DUEl 670.15CR TNTEREST AND PEN. .00 TOTAL DUE 670.15CR ( TF TOTAL DUE 'rs LESS THAN $1, NO PAYMENT TS REI~U'rRED. 'rF TOTAL DUE 'rS REFLECTED AS A 'CRED'rT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF TH'rS FORM FOR 'rNSTRUCTTONS.) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLS, AGENT. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of tho Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-36Z-lOS0; services for taxpayers with special hearing and / or speaking needs: 1-BOO-447-50ZO (TT only). REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburg, PA 1712B-0601, Phone (717) 787-6505. DISCOUNT: PENALTY: INTEREST: If any tax due is paid within three (5) calendar months after the dscadent's death, a five percent (SZ) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. Interest is charged beginning with first day of delinquency or nine (9) months and one (1) day from the date of death to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 19BZ 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 ars: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 lOX .000548 1988-1991 llX .000301 ZOO1 9X .000Z47 1983 162 .0004~8 1992 92 .000247 ZOOZ 62 .000164 xgBq 11Z .000501 1993-199q 7Z .OOO19g 2005 5Z .0001~7 1985 15~ .000556 1995-1998 9X .000Z47 ZO0~ 4~ .000110 1966 lOX .00027~ 1999 7X .00019Z 1987 9Z .O00Z~7 ZOO0 BZ .O00Z19 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY 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 the Notice, additional interest must be calculated. BOARD OF APPEALS DEPT. 281021 HARRISBURG, PA 17128-1021 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE JOSHUA M GOLDBERGER ESQ 1101 N FRONT ST 1ST FL HARRISBURG PA 17102 IN RE ESTATE OF: HUDOCK JOHN A DOCKET NO.: TAX TYPE: APPEAL TYPE FILE NUMBER: ACN: APPRAISEMENT: PETITION FILED: EXAMINER: MAILING DATE: 0412621 Inheritance Refund 2102-0218 101 6/23/2003 7/15/2004 WILLIAM J ZDRADZINSKI Direct Dial: (717) 787-5761 Fax: (717) 787-7270 Email: wzdradzins@state.pa.us July 19, 2004 DECISION AND ORDER Section 3003.1 of the Tax Reform Code of 1971, as amended by Act 7 of 1997, provides that for payments made on and after January 1, 1998, as a result of an assessment, a petition for refund must be filed with the Department within six months of the mailing date of the assessment. Petitioner is seeking a refund of payments made on or after January 1, 1998, as a result of an assessment. The assessment was mailed June 23, 2003; the Supplemental Return was filed June 3, 2004, after the statutory deadline. Accordingly, it is hereby ORDERED, that this case is dismissed by reason of Petitioner's failure to comply with the provisions of the Tax Reform Code of 1971. FOR THE BOARD OF APPEALS JOSEPH R. SLEEK, MEMBER HL~DOCK JOHN A BOARD DOCKET NO. 0412621 Page 2 of 2 ANY APPEAL FROM THIS DECISION MUST BE FILED WITH THE BOARD OF FINANCE AND REVENUE, 1101 SOUTH FRONT ST., SUITE 400, HARRISBURG, PA 17104, WITHIN NINETY (90) DAYS OF THE MAILING DATE OF THIS DECISION. TELEPHONE (717) 787- 2974 IF YOU REQUIRE THIS INFORMATION IN AN ALTERNATE FORMAT UNDER THE PROVISIONS OF AMERICANS WITH DISABILITIES ACT OF 1990, PLEASE CALL (717) 783-3664, OR FOR SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND SPEAKING NEEDS: 1-800-447-3020 (TT ONLY) JRD/June 30, 1992/17858 Date: January 10, 2005 KERRIGAN ANNE ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA RE: Estate of HUDOCK JOHN A File Number: 2002-0218 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 will become delinquent on: 02/11/2005 Your prompt attention to this matter will be appreciated. Thank you. File Counsel Personal Representative Judge Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS l...l_ c:::) STATUS REPORT UNDER RULE 6.12 Name of Decedent: hl'-l fA ~~ Date of Death: -:2-\ \ \ \ QL.- WilJ No.: O.?-.l B - 2Q).;t.. Admin. No.: 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: 1. State whether a~stration of the estate is complete: Yes 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration 'will be complete: \JUne. 2005 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 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 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this r~eport. .' Date:$\'s- _ Signatur -::])StlJA Jv'. GOW0<'YZ6Ifl..,~ Name l\U\ N. R$v\T' 'S,\- tfuVj \ Q(\ \ J \0'1.- Addrds jn 1).:4 - L/SB3 I Telephone No. u"') en (<J 0... g-;,.., C)__:::I~: f:~c: 6 ~,-,) C) Capacity: \ 0 Personal Representative \tJ Counsel for personal representative ,,';;~ ;- --) 'r> <,:::;') C~'.::l ,'" ; Cumberland County - Register Of wills One Court0ouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/04/2006 LEWIS MAXINE KAY ESQUIRE 1101 NORTH FRONT STREET HARRISBURG, PA 17102 RE: Estate of HUDOCK JOHN A File Number: 2002-00218 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: 2/11/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, It C;~" 1/ ~ "~h~ I .' ~1?Lq> \\j,~:~A?MJ. / I GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ~~ STATUS REPORT UNDER RULE 6.12 Name of Decedent '-'::';-~-)\-\.t-J ~Hv"Doc..\<.... Date of Death: L-.\ \ \ \ 200 :2... County file number: .. 2 GO 2. - CJ 0 2-\ B Was there a will ......1 E) I 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: 1. Is administration of the estate complete yes v;.o 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: :.J'vL>{ '}cOb \ 3. If the answer to number 1 is Yes, state the following: A. Did personal representative file a final account with the court? _Yes No B. The separate Orphans' Court number, (if any) for the personal representative's account is C. Did the personal representative state an account informally to the parties in interest? yes 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. DATE: .~ \ \ \ '?-ULk-' \ ' L~/~ Signature' \ Name --SO<;.~V~ L I. ,IV\.. GoL-~~~'l. C~~ "- Address \ \ I..:.) \ ~~\<.....r\-\ ~~~ $, ~ fl\ ~ (<.. \ <;;. G-v (Z...<--=- . ~ ~ \ 'I \ 0-:2.. , Phone (I \/) '2-'7::.,-\ - <-\ S B 3 (.;') I Capacity ----V. personal representative Counsel for personal representative ./1' ~{ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/25/2007 LEWIS MAXINE KAY ESQUIRE 1101 NORTH FRONT STREET HARRISBURG, PA 17102 RE: Estate of HUDOCK JOHN A File Number: 2002-00218 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: 2/11/2007 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, ~~~~ (/ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/25/2007 KERRIGAN ANNE 470 FAIRWAY DRIVE CAMP HILL, PA 17011 RE: Estate of HUDOCK JOHN A File Number: 2002-00218 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: 2/11/2007 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, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Feb 13 07 11:57a Sender 717-737-8901 p.2 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF ~ b2 X \ (lJ'\ r COUNTY, PENNSYLVANIA Name of Decedent: bX\t' ~ I \+uc\(")~~ Date of Death: 01_1 \ I J' 7. C"""'f::JL File Number: 7 ~ L.-c....{)7 ,19\ I 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 ro 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: )1 ,0'1' ~~ ~- J ' 3. If the answer to No.1 is YES, state the following: a. Did the personal representati~~ 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. Date-.a\ \ \ \,0 ( v Capacity: 0 Personal Representative ~ounsel 0< '\, r Name of Person Filing rhis Form \ \ (') \ l,{){~ RO(\~ ,~tx-flcl- A~dT~ L..... '\-1CJ,. (_rY~ Y) Ld:J ') ? ~ (/ \ 0 Z~ i:lO ') L.-34-LfS?\3 Telephone FL::~fr.Jo!~k:j JO{f:96 (;: , - <..... I...I~~)~:' ./ v "' ""J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 1/15/2008 GOLDBERGER JOSHUA M KREVSKY & ROSEN PC 1101 N FRONT STREET HARRISBURG, PA 17102 (J1 -':) _.".~ ( " (:>? .1;,.- N RE: Estate of HUDOCK JOHN A File Number: 2002-00218 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. 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: 2/11/2008 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, 1..4 ~~. . '. '. :;/ /J " .._ !r .1 .h. ':' -. . .., :. . ,", ," ~ "A:~~/'tr~, 'LJ,V~e';...lJ{~{t~.~~f!, /} Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (71 7) 240 - 6345 470 FAIRWAY DRIVE CAMP HILLr PA 17011 Date: 1/15/2008 KERRIGAN ANNE r.', u; -u ---j i'-':J ....) .x:- V,) RE: Estate of HUDOCK JOHN A File Number: 2002-00218 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 RULESr NO. 103 SUPREME COURT RULES DOCKET NO. 1r for decedents dying on or after July 1r 1992r the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/11/2008 Please feel free to contact this office with any questions you may have. If you have already filed your Status Reportr please disregard this notice. SincerelYr t/', r ..'t, ...... ~cj;. (; "'1"" . . AI' .,~ ,"" {Z'J-?l(i.'q: L,'~,;i;'{jJ::Ztt.~. .{ Glenda Farner StrasbaU~h Clerk of the Orphans' Court cc: File Counsel Pa. a.c. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF (1 t m \y 1l-J~ COlTNTY, PENNSYL VANIA '\^)~ Name of Decc:dent: (j \() Date ofDeath~()~ ~, \\ ->--~D de File Number: Dx:j.)d- -C:::()d.\~ Pursuant to Pa. O.C Rule 612, 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: . . . . . . . . . . . . . . . . . ... DYes ~o 2. If the answer is No, state when the personal representative reasonably believes that the administration w1l1 be complete: 'De((fV' be ~ - d-Cj~~ 3. Hthe answer to No.1 is YES, state the following: a Did the personal representative file a final account with the COUli? . .. .. DYes DNo b The separate Orphans' COUli 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 of receipts, releases, joinders and approvals of fonnal or informal accollnts may be filed with the Clerk of the Orphans' COUli and may be attached to this report. Dale li~~() ~, M i ( CL Capacity: DPersonal Representative ~Collnsel +t ~~104S- G. C" .' , ., Name oj PersOll Filing this Farm lliJL.lY ~l?1l-\ ~ CV11 c;u f€-T Address \~~7JSb.)% I Pi\ It\Dl :J \.l ~ ?- ~Lt~. y S~~ Tdcphone "'-,', c..-::. L........;'l C-.,J \/' Forlll RWIO rev. IO./] OG Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/14/2009 GOLDBERGER JOSHUA M KREVSKY & ROSEN PC 1101 N FRONT STREET HARRISBURG, PA 17102 RE: Estate of HUDOCK JOHN A File Number: 2002-00218 Dear Sir/Madam: ;~,a `-? ~= AJ C~ _ -{yj ` ~ -;.. _ .nM~ ~ " ~ _. . ~• - ~ _~ ~ ~ _ .~- t.a This notice is to serve as a reminder that the Status Report by Personal Representative udder 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 Jul~yr 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: 2/11/2009 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. Since ely, ,~ ;~ _s Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone:(717) 240-6345 Date: 1/14/2009 KERRIGAN ANNE 470 FAIRWAY DRIVE CAMP HILL, PA 17011 RE: Estate of HUDOCK JOHN A File Number: 2002-00218 Dear Sir/Madam: ~ r.~ P'7 _ ~-C~ ~o _t7 ~.~ ~ ~ _- _ ~"~ ~= ,_ ; , ~_ ; __._ _,_ , t.~~t _ _ -- ~ ~~ T, --~ to _..-- -~- t~ 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, N0. 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: 2/11/2009 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, ~~ ~~, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY HUDOCK JOHN A PENNSYLVANIA NO. 2002-00218 NOTICE OF FAILURE TO FILE STATUS REPORT c7 © t; - - Personal Representative: KERRIGAN ANNE tJ ~~~~ .-` ~= ~ : ~ n ~ . ~ ~ ~ ~ t. cep w ~.~. . Counsel for Personal Representative: GOLDBERGER JOSHUA IVI ~~ ~' ~ ~ Date of Decedent's Death: 2/11/2002 ~~ ~ „~ The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 3/3/2009 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: Estate of CUMBERLAND COUNTY HUDOCK JOHN A : PENNSYLVANI_A NO. 2002-00218 n ~ ~ L~ NOTICE OF FAILURE TO FILE STATUS REPORT ~'~~ ~: ~ :~ Personal Representative: KERRIGAN ANNE ,~ ~ ~-=~-,~ ca r _ , ~~, ~:~~~ c'~ cp~ -,-, ::~ C a~. ~ - -- Counsel for Personal Representative: GOLDBERGER JOSHUA M ~ a ~ ~-~; ~ - : ~- , ,~. Date of Decedent's Death: 2/11/2002 `" The Orphans' Court record indicates that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report. If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of such delinquency and the undersigned will requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. 1 J ~1'~/1 Date: 3/3/2009 '~`~a. ~ ~~-~~~'~~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ~~. ®.C. ~>;~~~ 6.1 ~ S~'~, r STS P~~ REGISTER OF WILLS OF ~ ~ ~ 'Y ~~~ COUNTY, PEN-NSYLV a~tiIA Name of Decedent: C' Date of Death: '~~' 1 ~~~~ File Number: ~1.~~~ C~~'~ D.,.-,,...,,,r +,. A., t-1 (~ A„lo ~ 1 ~ T tee,-,n,-t tho f~ll~.xtina tztith,-PCnect to e.mm~lP_.tinp (lf the adl~"liniStratlon of 1 ~LLJUCLllI lV L CL. V•~'• 1\l.tl ~. V.1., • t./v1~ ~iiv ..~ Y--- r- the above-captioned estate: 1. Mate wizetiler administration of tiie cstatc is complete :.................... 1 Yes o 2. If the answeris 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 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account infornially to the parties in interest? ............................... Yes ONo d. Copies of receipts, releases, joinders and approvals of fotznal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. Date ~~~, ~ 1 VCI i J; a . 'it f~ ,, , iii jt ~ ~ ~~~ , t- ~C~ „ ~:~ ~~J 0~ ~~1 ~ ~~ ~6~ ~~U~ V~ Signature of Persona Filing this Forn: Capacity: QPersonal Representative ~ounsel Nmne of Persona Filing this Form I I ~ I ~1. ~2~n~ :~--I>~.-~-e-I. Addre s l'~I.~IZ ILi s ~ Ul 12 T~~~ 1 ~ ~ 0 ~- Telephaae Form RN'-JO rein. lOJ3-05 ~ Via. ~.~. ~~~i~ 6.~? S~~'~.~~~ ~~~~ RECISTE)` OF WILLS OF ~ ~ ~.~ COU`I~TY, PENNSYLVANIA Name of Decedent: ~O~'n ~ ~ ~U`-~ ~ C1~.- - ~Y~IIO.'~ 1.~ I 1 20e~~- File Number: r~~ ~ _ ~°~~ Date o Death: i D. ++.. D.. (1 (~ D 1 .G ~ 7 T .^,',~t the f,)11Q?ziinO tz;ith 1"°CT1P('~ to cmm~letinn of thZ aC111lin1jtrat1011 0f i ui~uaii~ w 1 u. v.`.~. 1,~uie v. •_, ~ iep ..~ Y--- r--- the above-captioned estate: 1. State whether administration of the estate is complete:......... • • • • • • • • • • • [Yes ~ No 2. If the aiisweris 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 followinS: . a. Did the ersonal representative file a final account with the Court? ....... Yes 0 No P b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account LINO ~ ~ Yes ................... informally to the parties in interest? ............ d. Copies of receipts, releases, joinders and approvals of forrlal or informal accounts maybe filed with the Cleric of the Orphans' Court and maybe attached to this report. ~ ~~ ~ ~ ~e ~' ,~; Siena re of Pe on Filin, this Form C~ tJ r,! ~ ~~ ~- ~ N - ~ C7 a aci rsonal RepresentativeCounsel P tY~ , 0 ~ . rr ~_. ' - ~ w •-~ ,,;., ,~ -_ „_ f-- ~ cn ,, i'L Z ,'~ Nnnie of Pers,o``is FilinMthis• Fa:ai ~ s .. ~~ } i Cl~ ~ .... E1- i ~ :~' Address t•~ ° i:~ N c ~~ ~3y-u~ ~~ Telepkorie (~Y' •• Fnrm RNA-!tl rnv_ IO. 13. C)h - - -. __ _ - _. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 ,, Phone: {717) 240-6345 'r 2010 J~iU 2 7 ~~I iQ~ ~ 5 Date: 1/27/2010 KERRIGAN ANNE 470 FAIRWAY DRIVE CAMP HILL, PA 17011 RE: Estate of HUDOCK JOHN A File Number: 2002-00218 Dear Sir/Madam: CLERK OF O~PH,~,~4j'S rn~ ~~r cur^~ }, ~` ~; ~~ ' ~} .~, F~, 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 N0. 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: 2/11/2010 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, I~t~L~~sG~~i~~vc~'° Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 ''! t Phone: (717) 240-6345 `~ t,' r ~ - - - ;^ _ ' ~ t~ :~ `" - ~ ur~ ~• 201Q JAS 27 A~ 10~ !~ 5 Date: 1/27/2010 GOLDBERGER JOSHUA M KREVSKY & ROSEN PC 1101 N FRONT STREET HARRISBURG, PA 17102 RE: Estate of HUDOCK JOHN A File Number: 2002-00218 Dear Sir/Madam: C~EI?F; (;F ~l /',-; 1 CU~,a~~-,r ,,~,+. ~,,t ,pr 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 i~he Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 2/11/2010 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, ls~2Z~,~J~i~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s)