HomeMy WebLinkAbout02-0587PETITION FOR PROBA E
s
Estare of Violet Rockey
also known as Violet ,S. Rocket/
Socia! Security No. 160-1 -
and GRANT OF LETTERS
No. 21-02-587
To:
Register of Wills for the
County of Cumberland ~ the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represrnts that:
Your petitioner(s), who~/are 18 years of age or older an the executors named
in the last will of the above decedent, dated August 4, 1986 __ ,19
and codicil(s) dated (none )
(state tdevant cir~ntmstat~s, e.~. ceauadauoa death of otecutoc, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
her last family or prindpal residence at 22McBride Ave. , Carlisle,PA 17013
(Sx street, number wad muttdp~tiq)
Decrndent, ~~ 88 yes of age, died „Aril 24, 2002 - ~_~
_ _ .__l ~l .. T]T
l.dL 11.716 i~ .t.viacsi ~-a.r...~.a....- --___-
Except as follows, decedent did not marry, was not divorced and did not have a cht7d born or adopoed
after atecution of the w[11 offered for probazC was not the victim of a 1dIling and was never adjndiated
incompetrnt:
Decendrnt at death owned property with estimated valuer as follows:
(If domiciled in Pa.) ~ ~SO~ pCO~yP~ylvazua
(If not domiciled in Pa.) Personal property '
(If not domiciled in Pa.) Personal property in County
value of real state in Pennsylvania
sicuazed as foQows:
WHEREFORE, petitioner(s) respectfully request(s) the probaze of the last will and codidl(s)
presented herewith and the grant of lettczt testamentary
([tSStZttlCIItaty: "~"'+n*~3ot1 C.L1: i +n'ur~r~on d.b.II.C.L1.)
theron.
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Deceased.
S 20,000.00
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OATH OF PERSONAL REPRESE~iTATIVE
COMMOYWE~LTCH OU~~F P~ NSYLV~NIA ~ ,3
COL: VTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the bat of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well d truly adgmi ~ the state according to taw.
Sworn to or affirmed and subscribed "'' ~"
6th day of .v a I. ke °p
before me this '_
(~~~~ n
Charles R. Rocke
159 East North Street
Carlisle PA 17013
j1~jp. 21-02-587
Estate of vIOLET R, ROCI~'Y ~ Deceased
DECREE..OF PROBATE ADD GRAI'~1T OF UTTERS
AND NOw JUNE 25 2002 ~_~ ~ ~ronsida~atson of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
TT IS DECREED that the iasunmeIIt(s} ~~ August 4, 1986
described therein be admitted co probate and filed of record as the last wi11 of Violet R. Rockey
a/k/a Violet S. Rockey
and Letters Testamentary ~ ;
are hereby granted to ViYiar~ I , Rockey and Charles R Rockey
~a~~
Probate, Letters, Etc.......... s 50.00
-_
Short CertiFcates( ) .......... ~ 6.00
won ................ S
JCP ~S 5.00
TOTAL S 76.00
Fled ..JUNE .6:_2002 ...................
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Bradley L. Griffie, Esq. 34349
ATTORNEY (Sap. Q t.D. Na)
200 North Hanover Street, Carlisle, PA
ADDRESS 17013
(717) 243-5551
PHONE
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of VIOLET S ROCKEY
also known as
Deceased.
Social Security No. 160-16-3897
The petition of the undersigned respectfully represents that:
in the
Your petitioner(s), who is/are 18 years of age or older an thhe execu
in the last will of the above decedent, dated AUGUST 4, 1986 named
and codicil(s) dated , 19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h last family or principal residence at 22 McBride Ave Carlisle PA
(list street, number and muncipality)
Decendent, then 88 years of age, died April 24 ~ X2002
at Carlisle Re Tonal Medical Center Carlisle PA '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 20, 000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
Vivian I Rockey a.k.a.
v".. ~1iVian Trans Rn..Lo.,
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COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF CUMBERLAND
ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well d truly administer t estate according to law.
Sworn to or affirmed and subscribed ~'~ ~ t~ ~~ •. `,
before me this 13th day of
JUNE „ ~ 2002 ~ ~ a
No. 21-02-587
To:
OATH OF PERSONAL REPRESENTATIVE
Register of Wills for the
County of
Commonwealth of Pennsylvania
>;
~~~~~~~ aster
;l
NO. 21-02-587
Estate Of violet S Rocket/ ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE 25 ~~2002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated August 4, 1986
described therein be admitted to probate and filed of record as the last will of
Violet S Rockey ;
and Letters Testamentar
are hereby granted to Charles R Rockey and Vivian I Rockey aka Vivian Irene Rockey
/ -, / / /
R aster of Wills ~~`~~
r
FEES
Probate, Letters, Etc. ......... ~
Short Certificates( ) .......... ~
Renunciation ................ ~
TOTAL $
ATTORNEY (Sup. Ct. LD. No.)
.ADDRESS
Filed ................................... PHONE
This is to certify that die information here given is correctly copied From an original certiticare of deadl duly filed with me as
Local Registrar. The original certificate will be foitivarded to the State Vital Kecords Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee For this certiticare, $2.00 nl~~ H Fps:- t ~• ~ .X~
a
r
~`~~ ~ ~,1~ ~ Local Registrar
' ~\O .ice}. a\
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Htos.;uReY.?JBT COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
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NAME OF DECEDENT (F/N. Mim». Lavl SEx SOCIAL SECVRITY NUMBER _ GATE OF DEATH,MOnm. D•y.''a•rl
+• Violet Ruth Rocke :. Female ]. 160 - 16 - 3897 a. April 24, 2002
ACE (Las Bnndayl UNDER t YEAR UNDER t D/O' DATE Of BIRTH BdTTHPUCE (Gay and
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' PLACE OF DEATH tCne cw aruy ory- uea mmYClms on ana v0s1
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Yn. 1914 Carlisle PA ~ twK ~c ERlOutpet»M G ow ^ „~ ^ R.,,da,,,~ ^ iS~wcMl ^
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COUNTY OF DEAM CfTY, BORO. TWP OF DEATH fACIL(rV NAME 31 opt msPMan, qne siren an0 numtaai WAS DECEDEM OF HISPANIC ORIGIN7 RACE - AmaK:nl nitian, B1aca, Wme. Nc.
NO ® YM ^ 3 ysr, apacKy CWan, ISPa~~')
' „ Cumberland ~. Carlisle ,,. Carlisle Regional Medical Center ""~^•"~^^Rk•^•«°
+• ,E. White
DECEDEM'S USUAL OCCUPRgN KING OF BUSINESSIINDUSTRY WAS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS-Mart»d SVRVWING SPOUSE
(Give Mnddwakmm mrnq oast U.S. ARMEDfORCEST ede e0m NMrMart»O,Wmaaad, tE wsa qve m,aenrw~el
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FATHER'S NAME IFav. Mi0da. Lash MOTHER'S NAME (F+Y. MA^le. MaMM SAMma)
„- Charles Stover „ Mabel Mentzer
INFOHMANi'S NAME (TypelPrinh
Vivian Rockey INF T'S MA NG SS IStrsaI, CRy a, Zip 1
Mc~r1e Ave., (~.ar~1sle PA 17013
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OF
VIOLET S. ROCKEY
I, VIOLET S. ROCKEY, of 319 N. College Street, Carlisle, Cumberland
County, Pennsylvania, being of sound mind, memory and understanding do make,
publish and declare this to be my Last Will and Testament, hereby revoking and
making void all previous Wills and Codicils heretofore made by me.
FIRST: I direct my Executor to pay the expenses of my last
illness and funeral expenses from the property passing under this Will as an
expense and cost of administration of my estate.
SECOND: I direct my Executor to pay all taxes that may be assessed
in consequence of my death, of whatever nature and by whatever jurisdiction
imposed, from the property passing under this Will as an expense and cost of
administration of my estate.
THIRD: I give, devise, and bequeath the rest, residue, and
remainder of my estate not disposed of in the preceding portions of this Will
to the following persons in proportion to the following shares:
(a) An amount equal to one-half (1/2) to my daughter, Vivian Irene
Rockey, now of 143 A Pennsylvania Avenue, Carlisle, PA;
(b) An amount equal to one-half (1/2) to my son Charles R. Rockey,
now of 319 N. College Street, Carlisle, Pennsylvania;
(c) In the event Vivian Irene Rockey or Charles R. Rockey predeceases
me, I direct my Executor to divide their share of my estate to the remaining per
named in Paragraphs (a) and (b) of this Item.
(d) In the event Vivian Irene Rockey and Charles R. Rockey both
GRIFFIE 8e TlJRO
ATTORNEYS -AT-LAW
200 NORTH HANOVER STREET 76 NORTH MARKET STREET
CARLISLE, PENNSYLVANIA 17013 MECHANICSBURG, PENNSYLVANIA 17055
predecease me, I direct my Executor to distribute my entire Estate to my niece,
Louise Nicholson, now of Carlisle, Pennsylvania, or to her heirs.
FOURTH: In addition to powers given them by law, by Executor
and their successors and any guardian acting hereunder shall have the following
discretionary powers applicable to all real and personal property held by them,
effective without court order and until actual distribution.
(a) To retain all property received by them including the stock of any
corporate fiduciary acting hereunder, provided such property remains productive;
(b) To invest in all forms of property without restriction to invest-
ments authorized to fiduciaries, so long as such investments are productive;
(c) To join in any corporation, partnership, recapitalization, merger,
reorganization or voting trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay assessments; and generally to
exercise all rights of investors;
(d) To compromise controversies;
(e) To exchange or sell real estate for cash, property or credit,
publicly or privately, or to lease, even for a term exceeding five (5) years,
without liability on the purchasers or lessees to see the application of the
consideration, and to give options for these purposes without obligation to
repudiate them in favor of a higher offer;
(f) To apply income or principal to which any beneficiary is entitled
directly for his or her maintenance and support should they deem such beneficiary
incapable or receiving the same by reason of age, illness or any infirmity or
incapacity, or to pay the same to such person as they select to disburse it,
whose receipt shall be a complete acquittance therefore, without the intervention
of any guardian;
GRIFFIE 8e TURO
ATTORNEYS•AT-LAW
200 NORTH HANOVER STREET 76 NORTH MARKET STREET
CARLISLE, PENNSYLVANIA 17013 MECHANICSBURG, PENNSYLVANIA 17055
(g) To borrow money, including the right to borrow from any corporate
fiduciary acting hereunder, and mortgage or pledge as security;
(h) To hold investments in the name of the nominee;
(i) To distribute in cash or kind or partly in each as valuations fixed
by them;
(j) To assume continuance of the status of any beneficiary with refer-
ence to marriage, divorce, illness, incapacity or other change in the absence
of information deemed reliable without liability for disbursements made on
such assumption; and
(k) To undertake any and all acts deemed necessary and proper by them
for the proper and advantageous management of the settlement of my estate.
FIFTH= I appoint Vivian Irene Rockey and Charles R. Rockey,
jointly as Executors of this Will (herein referred to as "Executor"). In the
event either of the name Executors is deceased, unable or unwilling to so
serve, I appoint the other to act as the Executor. If none of the persons
named in this paragraph are able to serve, I appoint Louise Nicholson, now of
Carlisle, Pennsylvania, to serve as Executor. No fiduciary acting hereunder
shall be required to post bond or enter security in any jurisdiction.
SIXTH: Any person who shall have died at the same time as I
shall have, or in a common disaster with me, or under such circumstances that
the order of our deaths cannot be established by proof, or within (30) days of
my death, shall be deemed to have predeceased me.
SEVENTH: I hereby declare it to berry express desire that the
Executor employ the law firm of Griffie & Toro, of Carlisle, Pennsylvania, for
legal advice and assistance in the probate and administration of this my Last
Will and Testament, they having considerable knowledge of my financial affairs,
GRIFFIE 8c TllRO
ATTORNEYS -AT-LAW
2'00 NORTH HANOVER STREET
16 NORTH MARKET STREET
CARLISLE, PENNSYLVANIA 17~Oi3 MECHANICSBURG, PENNSYLVANIA 17055
views, and wishes respecting matters which may arise in connection with the
administration of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my
Last Will and Testament, consisting of this and the preceding three (3) pages,
at the end of each page of which I have also set my initials for greater security
and better identification this ~"/ day of ~, 1986.
-.?
r'te'
Violet S. Rockey
GRIFFIE 8c TURO
ATTORNEYS -AT-LAW
200 NORTH HANOVER STREET 16 NORTH MARKET STREET
CARLISLE, PENNSYLVANIA 17013 MECHANICSBURG, PENNSYLVANIA 17055
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF CUMBERLAND )
We, ~ w~~~.~ ~ ~ ;_.~; < t c ~ and ~~ ~-'~~. ~• ~f~ ~~
the witnesses whose names are attached to law, do depose and say that we were
present and saw testatrix sign and execute the instrument as her Last Will;
that she signed willingly and that she executed it as her free and voluntary
act for the purposes therein expressed; that each of us in the hearing and
sight of the testatrix signed the Will as witnesses and that to the best of
our knowledge the testatrix was at that time 18 or more years of age, of sound
mind and under no undue influence.
P
~~,s ~
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'{ 7 ~~''f~y r )
Sworn or affirmed and acknowledged before me by .~ ' ;',, ~ i - ~ ~-, -~ x ;~~ ~ ~. ~_ w__f.
_~
A ~T,
and " _, I %; t ~ ` 7`~"1 _1, ~ ~~~,_ this ~ ~ ~ day of 1986 .
t
p i l.~
~ 1 /
,k
` LLI~ LIPt!vr r!rr,! EY, Notary Pu61iC }
Carlisle, C:~mbe-'~nd Co., Pa.
My' Commiricn E~:rires ~;"larch 27, 1989
GRIFFIE & TURD
ATTORNEYS-AT-LAW
200 NORTH HANOVER STREET 16 NORTH MARKET STREET
CARLISLE, PENNSYLVANIA 77013 MECHANICSBURG. PENNSYLVANIA 17055
ACKNOWLEDGEI"IENT
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF CUMBERLAND j
I, VIOLET S. ROCKEY testatrix whose name is signed to the attached or
foregoing instr>.unent, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I
signed it willingly, and that I signed it as my free and voluntary act for the
purposes therein expressed.
/%~
Sworn or affirmed and acknowledged before me by Violet S. Rockey the
,~_ y -~u X31"
testatrix this ~ da of dt 1386 .
_.
~.KE"LLIE L1~!~.p+~rCEY, hlotary Pubiid
C3rli!e, Curof~er!>^d Co., Pa.
N'w Commission ~;;,oires PJ~arch 27, 19[34
GRIFFIE & TURD
ATTORNEYS -AT-LAW
200 NORTH HANOVER STREET 76 NORTH MARKET STREET
CARLISLE, PENNSYLVANIA 77073 MECHANICSBURG, PENNSYLVANIA 17055
CERTIFICATE OF NOTICE UNDER RULE 5.6(a) ~,p
Name of Decedent: Violet R. Rockey
Date of Death: Apri124, 2002
Will No. 2002-0587
TO THE REGISTER:
Admin. No. 21-02-0587
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules
was mailed to the following beneficiaries of the above-captioned estate on September 27, 2002.
NAME
Vivian I. Rockey
Charles R. Rockey
ADDRESS
22 McBride Avenue
Carlisle, PA 17013
159 East North Street
Carlisle, PA 17013
Notice has now been given to all personal entitled thereto under Rule 5.6(a) except: NONE
DATE: ~;o ~ ~ ;; ~ _~-
R~radl riffie quire
Counsel for Personal Representatives
GRIFFIE & ASSOCIATES
200 North Hanover Street
Carlisle, PA 17013
(717) 243-5551
(800) 347-5552
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
GRIFFIE BRADLEY L
200 N HANOVER STREET
CARLISLE, PA 17013
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: ~6o-is-sss~
FILE NUMBER: 2102-0587
DECEDENT NAME: ROCKEY VIOLET S
DATE OF PAYMENT: 01 /24/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/ 24/ 2002
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX(11-96)
N0. CD 002083
AMOUNT
101 ~ 5444.88
TOTAL AMOUNT PAID:
REMARKS: VIVIAN ROCKEY
C/O BRADLEY L GRIFFIE ESQUIRE
CHECK#111
INITIALS: VZ
SEAL RECEIVED BY:
5444.88
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
,~'; , "l; O'
*. f COMMONWEALTH OF
. .' PENNSYLVANIA
~ ...... f-.:.~ DEPARTMENT OF REVENUE
_' C~l' DEPT 280601
HARRISBURG. PA 17128-0601
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FILE NUMBER
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RESIDENT DECEDENT
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NUMSE.~
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160-16
3 8 9 7
DATE OF BIRTH IMM-DD-lEARI
04-08-14
THIS RETUR~ MUST BE FILED I~ DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURIT'i NUMBER
I.IF APPlICABLEI SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
'Xi 1, Ongmal Return
~
l' 4, limited Estate
~ 6. Decedent Died Testate IAttllch copy ot Willi
L-'
r-, g, llilgation Proceeds Rece\\leo
~
o 2, Supplemental Return
o 4a. Future Interest Compromise Idate oi aeath af!er 12. 2-821
o 7, Decedent Maintained a Living Trust ;AttaCl1 copyofTrustl
o 10. Spousal Poverty Credit (dateordeatn ~tween 12-31.91 and ,.1.95\
o 3. Remainder R.eiu1T\ i,a~\e c\ de~\h pnor 10 '2.',).(\2',
C 5 Federal Es:ale Tax Return Required
8. Tolal Number of Safe Deposit Boxes
o 11 Election IC:ax under Sec, 9113(A) ,Attacr. 5ch OJ
f-
Z
W
o
z
o
..
'"
w
"
"
o
u
SECT!Q8 M ~
NAME
COMPLETE MAILING ADDRESS
Bradle L. Griffie
FIRM NAME (If Applicab~
GRIFFIE & ASSOCIATES
TELEPHONE NUMBER
(717) 243-5551
Es
uiI:€.
1. Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole~Proprielorship
4 Mortgages & Notes Receivable (Schedule D)
5 Cash, SanK Deposits & Miscellaneous Personal Property
Z (Schedule E)
0 6. Jointly Owned Property (Schedule F)
< o Separale Billing Requested
...J
:::l 7 Inter-Vivos Transfers & Miscellaneous Non~Probate Property
I- (Schedule G or l)
ii:
< 8. Total Gross Assets (total Unes i~7)
U Funeral Expenses & Administrative Costs (Schedule H)
W 9.
0:: Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
10.
11. Total Deductions (tolal Lines 9 & 10)
12 Net Value of Estate (Une 8 minus Line 11)
200 NORTH HANOVER STREET
CARLISLE PA 17013
11} OFFICIAL USE ONLY
n no
12) 0 nn
(3) 0.00
(4) 0.00
15) 20,642.68
(6) 0.00
(7) 0 00
(B)
70,042 oR
(9) 9 ,447 .25
~~ 1,309.26
1111 10,756.51
(12) 9,886.17
(13) 0.00
(14) 9,886.17
13 Charitable and Govemmental Bequests/See 91.13 Trusts for which an election t.o tax has net been
made ;Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE IHSTRUCTIOHS DH REVERSE SIDE FOR APPLICABLE RATES
z
o
<
l-'
:::l
Cl.
==
o
u
X
~
15, Amounl of line 14 taxable at the spousal lax
~ate, or transfers under Sec. 9116 (a)(1.2)
16. Amount 01 Line 14 taxable at lineal rate
H ,;molJ:-:)Il\ne 14 laxable at sibling rale
18 ~mollm of lirle 14 taxable at cQllateral rale
:9 TaxOue
9,8B6.17
x.O_ (151
xO~ (16)
x .12 (17)
x .15 (1B)
{191
444.88
444.88
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
-~:, ~..
-REQU:~i!lf<:<,:": c:;:
-,
20 __
. '.~ :;/T,,'.:'> BIi'~
Decedent's Complete Address:
STREET ADDRESS
22 McBride Avenue
CITY
Tax Payments and Credits:
1. Tax Due (Page Hine 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
o 00
o 00
0.00
(2)
Total Credits IA+ 8 + C)
3. InteresUPenally if applicable
D. Interest
E. Penally
n nn
n nn
(3) 0 00
(4) 0 no
(5) 444.88
(SA) 0 00
(58) /..dlu RR
Total InteresUPenally ( D + E)
4. It 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
444.88
n nn
5. If Line 1 + Line 3 IS greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the totai of Line 5 + SA. This is the BALANCE DUE.
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
a. retain the ,use or income of the property transferred;....... .................... "' ...................".................. 0
b. retain the right to designate who shall use the property transferred or Its income;.... .................................. 0
c. retain a reversionary interest; or... .. ..... . ....... ........,................... 0'
d. receive the promise for iife of either payments, benefits or care? . 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..... ............. ................ 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0
4. Did decedent own an Individual Retirement Account, annuily, or other non-probate property which
contains a beneficiary designation? ................................................................................................. 0 iiJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
[]
[J
[J
[]
[]
IX1
'--'
Under DenaJljes of perjury, I declare :hat I have examined this retum, including accompanying schedules and statements, and to 1M best of my knowledge and lief, it is true, COlTect and
complete
Declaration of preparer other than me personal representative is based on all information of which pre parer has any knowledge
SDN.RESPD R F ING RETURN
ADDRESS
/-J'f"{}:J
PA
17013
CHARLES R. ROCKEY
159 E. Nbrth Street
DATE
Carlisle, PA
17013
BRADLEY L. GRIFFIE, ES UIRE
Hanover Street, Carlisle, PA 17013
J~:t~~~~/;i;~1~~:f1:~t~~~J;f:2D;~~2{;~?~?:':'~~~;:~~:!Y{q:t;;,:--,.!~.:':-!~.~~~AJ~~~:f~~~}?:>{~~n]jhV~it~:I:t!~~~Rt ~ ..~"'~~,J~:'?f)
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. 99116 (al (1.11 till.
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 Ow, [72 PS. 99116 lal 11.1) (iill.
The statute does not exemol 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 aHer 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 stepparenl of the child IS 0% [72 P.S. 99116(a)(1.2)).
The tax rate imposed an 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. ~g116(1.2) [72 P.S. 19116(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. 99116(a)(1.3)1. A sibling is defined. under Section 9102, as an
mdividual who has at least one parent in common with the decedent, whether by blood or adoption.
""''''''''''..".
COMMONWEALTr! OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
VIOLET S. ROCKEY
FILE NUMBER
21-02-0587
Include the proceeds of lrngation and ttle date the proceeds were received by the estate. All property jointty-owned 'Nittlthe right of survivorship must be disdosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Certificate of Deposit
M&T Bank
Account #: 31003911166592
(see attached statement)
$19,757.05
2.
2001 Federal Income Tax Refund
828.00
3.
Health Insurance Premium Refund
57.63
TOTAL IAlso enter on line 5, Recapitulation) I $
')f'I (.../. ') r... Q
~M&rBank
MallulaCiUler~, and Tt"i:lcJ8IS TriJSI Company, 1100 Wehrle Drive, P.O. Box 767, Buffalo, I\JY lA24CJ-07C7
January 7" 2003
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
VIOLET R ROCKEY
412412002
To \\Thom It May Concern:
Identified below is the account infonuation requested.
1. ,M&T Bank acc~unts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D.
Balances
(Includes ACCL
Int.)
$19,757.05
Accrued Interest
CD
31003911166592
VIOLET R ROCKEY
VIVIAN ROCKEY POA
4345
$25.99
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled io the Decedent's name existed at our office.
6'540100r1"800"724-
If you have any questions about the information provided, please contact our Records Department at (716) 0 -
2440 outside of the Buffalo, NY calling area. Thank you.
Siocerely,
M&T BANK COlU'ORATION
BY:
0~
Authorized Signature
~/2..4,
o a
DATE:
1-7 - 0 '3
eo''''''''''.;'.
COMMONWEALTH OF PENNSYLI)ANIA
INHERITANCE TAX RETURN
RESlDE~1 DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
VIOLET S. ROCKEY
FILE NUMBER
21-02-0587
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman Roth Funeral Home $7 ,565.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions -
Name of Pe""nal Represen1ative (5)
Sodal Security Numbe~sl / EIN Number of Pe""nal Representative(s)
Street Address
City State Zip
Yea~s) Commission Paid:
2. Attorney Fees GRIFFIE & ASSOCIATES 1,500.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Ciaimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees 106.00
5. Accountants Fees
6. Tax Retum Preparer's Fees
7. Cumberland Law,'Journal (Legal Advertising)
75.00
8. The Sentinel (Lega 1 Advertising) 100.75
9. Reserve for closing 100.00
TOTAL (Also enter on line 9, Recapitulation) $ 9 447.25
(If more space is needed, insert additional sheets of the same size)
"',.\'''".,,''''.
COMMONW~l1H OF ~ENNSytW..NIA
INHE~lfANCE TAX ~fTUIlN
RESIDENT DECEOENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Please Print or Type
I FILE NUMBER
21-02-0587
ESTATE OF
VIOLET S. ROCKEY
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Carlisle Regional Medical Center
(medical services)
$812.00
2.
Pinker & Associates
(medical services)
35.25
3.
Spring Road Family Practice
(medical services)
: 40,83
4.
Belvedere Medical Corporation
(medical services)
361.21
5.
Blue Mountain Anesthesiology Assoc.
(medical services)
36 .05
6.
Shermans Dale Family Practice
(medical services)
23.92
TOTAL (Also enter on line 10, Recapitulation)
!
'1
I
IS 1,309.26
!
(If more space is needed, insert cdditioncl sheers of same size.)
. .
REV,'513EX~ 11.g7)
'*
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
L
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R!:SIDENT DECEDENT
VIOLET S. ROCKEY
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributioos)
1.
Vivian I. Rockey
22 McBride Avenue
Carlisle, PA 17013
FILE NUMBER
21-02-0587
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
Daughter
Son
AMOUNT OR SHARE
OF ESTATE
507.
507.
,
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2.
Charles R. Rockey
159 East North Street
Carlisle, FA 17013
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PARTll. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
. _ ~ "'" _.. _, _I.. _ _L_ _, ...._ ___~ _:__\
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
BRADLEY L GRIFFIE ESQ
GRIFFIE & ASSOCIATES
200 N HANOVER ST
CARLISLE PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS 1 _____________________
------------------------------
-------------------------- ----------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROCKEY VIOLET R FILE N0. 21 02-0587 ACN 101 DATE 03-17-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00
(2) .00
(3) .00
(4) .00
(5) 20,642.68
(6) .00
(7) .00
(8)
REV-1547 EX RFP (O1-OS~
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fore with your
tax payment.
20,642.68
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,447.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9l
26
3 09
1
10. Debts/Mortgage Liabilities/Liens (Schedule Il ._
.
,
(10)
57
756
10
11. Total Deductions (il) .
.
9,886.17
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 9,886.17
14. Net Value of Estate Subject to Tax (14)
NOTE: If an assessment was issued previously, lines
f ALL 14, 15 andior 16, 17, 18
returns assessed to date. and 19 will
reflect figures that include the total o
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 03-17-2003
ESTATE OF ROCKEY VIOLET R
DATE OF DEATH 04-24-2002
FILE NUMBER 21 02-0587
COUNTY CUMBERLAND
ACN 101
Anount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Anount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
DATE
-24-i
0
/PEN PAID (-)
(15) .00 X
(16) 9,886.17 X
(17) . 00 X
(18) . 00 X
AMOUNT PAID
4.
00 _ .00
045= 444.88
12 = .00
15 = .00
(19)= 444.88
TOTAL TAX CREDIT 444.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. pFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS,DUE
FAMILY SETTLEMENT AGREEMENT aa0 "~ - 5 ~
IN THE ESTATE OF VIOLET S. ROCKEY DECEASED
;{,o
AGREEMENT executed this ~ day of J i ~ , 2003, by and
between CHARLES R. ROCKEY and VIVIAN I. ROCKEY a/k/a VIVIAN IRENE ROCKEY,
Co-Executors of the Estate of VIOLETS. ROCKEY a/k/a VIOLET R. ROCKEY, deceased, and
CHARLES R. ROCKEY and VIVIAN I. ROCKEY, heir and beneficiaries of the Estate of
VIOLETS. ROCKEY a//r/a VIOLET R. ROCKEY.
WHEREAS, VIOLET S. ROCKEY, late of Carlisle Borough, Cumberland County,
Pennsylvania, died on April 24, 2002, having left a Last Will and Testament dated August 4,
1986;
WHEREAS, on June 25, 2002, the Register of Wills in and for the County of
Cumberland, Commonwealth of Pennsylvania, did constitute and appoint CHARLES R.
ROCKEY and VIVIAN I. ROCKEY a/k/a VIVIAN IRENE ROCKEY, as Co-Executors of the
Estate of VIOLET S. ROCKEY, in Estate Number 21-02-0587, and
WHEREAS, the Co-Executrix has proceeded with the administration of said Estate
consisting of assets in the amount of $19,814.68, plus interest and medical reimbursements of
$1,570.68, disbursements in the amount of $9,935.17, and no prior distributions, leaving a
principal balance on hand of $11,450.19, as set forth in the First and Final Account, a true and
correct copy is attached hereto and made part hereof as Exhibit "A", and
WHEREAS, the only party in interest in said Estate is the above-named party, and
WHEREAS, said party in interest desires that the Executrix shall not be required to file
an Account with the Orphan's Court of Cumberland County, Pennsylvania, and that the net
estate of the decedent shall be distributed without the necessity of filing a formal Account to
avoid the expense, delay and publicity of a formal accounting, but should instead be distributed
in accordance with the Executrice's Proposed Schedule of Distribution, a true and correct copy
of which is attached hereto and made a part hereof as Exhibit "B".
NOW THEREFORE, in consideration of the mutual promises, covenants and agreements
recited herein, the above-named heirs and beneficiaries of the Estate of VIOLET S. ROCKEY
does hereby mutually agree as follows:
1. The parties hereto, and each of them, agree and acknowledge that they have
fully and carefully examined the First and Final Account of CHARLES R. ROCKEY and
VIVIAN I. ROCKEY a/k/a VIVIAN IRENE ROCKEY, Co-Executors for the Estate of
VIOLET S. ROCKEY, deceased, and Proposed Schedule of Distribution relating thereto,
and find them to be true and correct, and acceptable to the parties hereto and each of them,
and further that each of them has received a copy of this Family Settlement and Final
Release and of said Account and Proposed Schedule of Distribution.
2. The parties hereto hereby agree that in order to avoid the expense, delay and
publicity involved in the filing of a formal Account and Schedule of Distribution, no
accounting to the Court is necessary and we do hereby agree that we do consent to
distribution being made without the filing of an Account and Schedule of Distribution, the
same to be with the same force and effect as if they had been filed and confirmed by the
Orphan's Court Division of the Court of Common Pleas of Cumberland County,
Pennsylvania.
3. The parties hereby remise, release, quitclaim and forever discharge the Estate
of VIOLET S. ROCKEY, and CHARLES R. ROCKEY and VIVIAN I. ROCKEY a/k./a
VIVIAN IRENE ROCKEY, Co-Executors, their heirs, executors, administrators and
assigns, from all manner of acts, suits, claims, accountings, debts and demands whatsoever
which we or any of us or our legal representatives or assigns may at any time hereafter have
against said Executrix, estate, or assets thereof, touching or concerning the Estate of the
Decedent.
4. The parties hereto covenant and agree that they will contribute their share of
the Estate to satisfy all claims, debts, demands, suits or cause of action which may be
successfully brought against the Estate or the Executrix after the execution of this Family
Settlement and Final Release.
5. The parties hereto hereby agree that they will at all times in the future and
wherever necessary, appropriate or convenient, made, execute and deliver to said Executrix,
and/or to the other party or persons, any and all instruments, documents, conveyances,
deeds, releases or other instruments of any kind necessary or convenient to carry out the
intention of this Family Settlement and Final Release.
6. This Family Settlement and Final Release constitutes the entire understanding
among the parties hereto, and each of them acknowledges that no representations or
statements of any kind, written or oral, have been made to them or any of them prior hereto
by the Executrix or any other person or party upon her behalf.
7. This Family Settlement and Final Release shall inure to the benefit and shall
bind the parties hereto, and each of them, their heirs, executors, administrators, successors
and assigns.
8. This Family Settlement and Final Release shall be governed by the laws of the
Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands
and seals the day and year first above written.
Date: ~~~ ~~
Date: ~ ~~
Date: ~ -~ ~-~
Date: ~ - .3 -- ~Q~ ~
R. ROCKEY,
R. ROCKEY,
. "'~~
V1IV~IANI. ROCKEY, Co-Execut r
V ~ ~r~~
VIVIANI. ROCKEY, individua y
FIRST AND FINAL ACCOUNT OF
CHARLES R. ROCKEY and
VIVIAN L ROCKEY a/k/a VIVIAN IRENE ROCKEY
CO-EXECUTORS OF THE
ESTATE OF VIOLET S. ROCKEY Deceased
Date of Death: Apri124, 2002
Date of Co-Executors' Appointment
June 25, 2002
Accounting for the Period of Apri124, 2002
to July 1, 2002
Purpose of Account: CHARLES R. ROCKEY and VIVIAN I. ROCKEY a/k/a
VIVIAN IRENE ROCKEY, Co-Executors of the Estate of VIOLET S. ROCKEY,
offers this Account to acquaint interested parties with the transactions that have
occurred during their administration of the Estate for the accounting period
indicated above. The Account also indicates the proposed distribution of the
Estate.
It is important that the Account be carefully examined. Request for
additional information or questions or objections can be discussed with:
Bradley L. Griffie, Esquire
GRIFFIE & ASSOCIATES
200 North Hanover Street
Carlisle, PA 17013
(717) 243-5551
(800) 347-5552
SUMMARY OF ACCOUNT
Principal -Total Assets $19,814.68
Less Disbursements of Principal (-) 9,935.17
Less Distributions (-) 0.00
Post death interest and
Reimbursements 1,570.68
TOTAL remaining for Distribution $ 11,450.19
RECEIPTS OF PRINCIPAL
CASH and BANK ACCOUNTS
M&T Bank
Certificate of Deposit # 31003911166592..........$ 19,757.05
SUBTOTAL available for distribution $ 19,757.05
PERSONAL PROPERTY
None ..................................................................................$ 0.00
SUBTOTAL available for distribution $ 0.00
MISCELLANEOUS ASSETS
Health Insurance Premium Refund .................................$ 57.63
SUBTOTAL available for distribution $ 57.63
TOTAL ASSETS ACCOUNTED FOR: $ 19,814.68
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
Pinker &Associates ...................................................................$ 35.25
Shermans Dale Family Practice ................................................... 23.92
Spring Road Family Practice .........................................................40.83
SUBTOTAL:
$ 100.00
FUNERAL EXPENSES
Hoffman Roth Funeral Home
.........................................$ 7,565.50
SUBTOTAL:
ADMINISTRATION EXPENSES
$ 7,565.50
Register of Wills -probate fees ................................................$ 116.00
Attorneys fees to GRIFFIE & ASSOCIATES
(through 05/31/03) ............................................................. 1,510.00
Advertising
The Sentinel .........................................................................115.79
Cumberland Law Journal .......................................................75.00
Bank fees ..........................................................................................8.00
SUBTOTAL:
PENNSYLVANIA INHERITANCE TAX
$ 1,824.79
Tax due (paid) ...........................................................................$ 444.88
Di scount/Penalty/Interest .................................................................0.00
Total net due
$ 444.88
TOTAL
$ 9,935.17
INTEREST, DIVIDENDS AND REIMBURSEMENTS
Post-Death interest on Certificate of Deposit
04/2 5 /02 ..................................................................... $ 5 2.10
OS/ 16/02 ....................................................................... 86.79
06/ 16/02 ....................................................................... 89.68
07/ 16/02 ....................................................................... 86.79
08/ 16/02 ....................................................................... 89.68
09/ 16/02 .......................................................................89.68
10/ 16/02 ....................................................................... 86.79
11 / 16/02 .......................................................................89.68
SUBTOTAL:
$ 671.19
Medical Reimbursements from Life & Health Ins. Co. of America (LHICA)
05 /21 /02 ..................................................................... $ 5 7.63
06/27/02 .......................................................................12.23
07/08/02 .........................................................................9.86
07/ 11 /02 .......................................................................50.20
07/25/02 ......................................................................... 8.34
07/31 /02 .........................................................................5.74
08/ 12/02 .......................................................................71.26
08/ 12/02 .......................................................................19.20
08/ 12/02 .........................................................................5.62
08/ 12/02 .......................................................................17.77
08/ 13/02 .........................................................................5.19
09/06/02 .......................................................................18.03
09/ 12/02 .........................................................................1.74
09/ 13/02 .....................................................................107.80
10/24/02 .....................................................................160.83
10/24/02 .......................................................................19.7 7
10/28/02 .........................................................................7.45
02/ 17/03 .....................................................................219.88
02/ 18/03 .......................................................................50.00
04/01 /03 .......................................................................3 6.05
04/01 /03 .......................................................................14.90
SUBTOTAL: $ 899.49
TOTAL $ 1,570.68
PROPOSED SCHEDULE OF DISTRIBUTION
Remaining proceeds of $11,407.56 to be distributed equally to two (2) surviving heirs,
Charles R. Rockey and Vivian I. Rockey.
EXHIBIT "B"
STATUS REPORT UNDER RULE 6.12
Name of Decedent: vivian I. RoCkey a/k/a Vivian Irene Rockey
DateofDeath: April 24, 2002
Will No.: 2002-00587
Admin. No.: 21 -02-0587
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 administration of the estate is complete:
Yes [-~ No ['-]
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes _ No k--"]
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 I-X-] 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. Family Settlement Agreement: of
ffuly 3, 2003, was filed on
July 7, 2003.
200 N. Hanover St., Carlisle, PA
Address
717-243-5551:
Telephone No.
Capacity: ["'] Personal Representative
[] Counsel for personal representative