HomeMy WebLinkAbout02-0658
PETITION FOR GRANT OF LETTERS
Estate of Helen K. Hoke No. -2..\ - 02. - lD58
also known as
, Deceased
Social Security No. 162368142
Petilioner(s), who islare 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
@
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or
Decedent, dated 9/12/00 and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation. death of executor, stc
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:
o
B. Grant of Letters of Administration
(c,l.a., d,b,n.c.l.a.: pendente lite, durante absentia; durante mtnoritate)
Petltioner(s) alter a proper search has/have ascertained the Decedent lelt no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
1
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at Messiah Village, 100 Mt. Allen Drive, Mechanicsburg, PA
(list street, number and municipality)
Decedent, then 95 years of age, died July 15 ,2002 ,at Messiah Village, Mechanicsburg, PA
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA All personal property......................................... $180 , 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 ..... ..................."............................................................. $
Total ..... ....................................................................................................... $180 , 000.00
Real Estate situated as follows:
Wherefore, 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:
Typed or printed name and residence
Gordon R. Hoke, 309 N. 4th Street, New ort, PA 17074
\,-,L.,-\2.
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&2P elj\ate accord~
Sworn to and affirmed and subscribed ~G d-R H k'"R. ~
or on . 0 e
before me this 17th day of
~~!/l:U fAJ5nCifh ~
DECREE OF REGISTER of Cumberland County, Pennsylvania
Estate of Helen K. Hoke
Deceased
NO.~\ - 0;)- Lo5'K
also known as
Social Security No: 162368142 Date of Death: 7/15/02
AND NOW, JULY n ?nn? , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 of Administration
({c.t.a.. d.b.n.c.t.; pendente lite; durante absentia: durante minoriate)
are hereby granted to Gordon R. Hoke
in the above estate and that the instrument(s), if any, dated September 12, 2000
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
Letters .................................... $
235.00
FEES
Short Certificates(s) ...............
3.00
Extra Pages (
}....
$
$
$
$
$
$
$
$
5.00
Renunciation ..
19.QQ
Signature
I.TR............
JCP Fee
5.00
Attorney: Allen E. Hench, Esquire
J.D. No: 23315
Address: 224 Market Street
Newport
Inventory
Other ....
PA 17074
"
TOTAL .......... ..................$
266.00
Telephone: 717-567-3139
7-22-2002
DATE FILED:
mamled to atty 7-22-2002
RENUNCIA liON
Estate of Helen K. Hoke
No.~/-O!J - (o,>')/(
also known as
, Deceased
The undersigned, Wilmer B. Hoke. Jr.. neDhew
(Relationship)
(Capacity)
of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters Testamentary be issued to Gordon R Hoke
I hereby resign as Executor of the Estate of Helen K. Hoke.
Witness hand this day of ,
"'(leNY<-1S --"~J~ -
( ignature)
)7/1 rr1 ,1J1i:: S-r;. ~1,'1
(Address)
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(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirme;j'an<yJutiscribed
befo me this g, - day of
NOTARiAl SEAl
AillN E. HENOi, NOTAR'Y PlJ8UC
NEWPORT BORO., PERRY COUNlY, P~
MY COMMISSION EXPIRES JULY 11, 2002
(Signature and seal of Notary or other
official qualified to administer oaths. Show
dale of expiration of Notary's commission.)
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RW-3
LAST WILL AND TESTAMENT OF
HELEN K. HOKE
21-02- L:>5'ir
I, HELEN K. HOKE, of Upper Allen Township, Cumberland County,
Pennsylvania, do hereby make this my Last Will and Testament,
revoking any former wills and Codicils made by me.
FIRST: I desire that my body be cremated and that my ashes be
buried in the Newport Cemetery at the convenience of my family.
SECOND: I give, devise, and bequeath all of my tangible
personal property and all casualty insurance that I am carrying on
(
said tangible personal property to my niece, DONNA H. DUNKELBERGER,
and my nephews GORDON R. HOKE, and WILMER B. HOKE, JR., or the
survivor or survivors of them, to be divided equitably among or
between them as they may determine, or, if they are unable to
agree, as my Executor shall determine, after considering the wishes
of such niece and nephews.
I have complete confidence that my
niece and nephews, or my Executor, will honor any written instruc-
tions that I may leave with regard to said tangible personal
property. Any such property not so distributed shall be sold, and
the proceeds added to my residuary estate to pass as hereafter
described.
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-1-
THIRD:
I give, devise, and bequeath the rest, residue and
remainder of my estate, real, personal, and mixed as follows:
a. I give, devise, and bequeath one-fourth (~) thereof
to my niece, Donna H. Dunkelberger, per stirpes.
b. I give, devise, and bequeath one-fourth (~) thereof
to my nephew Gordon R. Hoke, per stirpes.
c. I give, devise, and bequeath one-fourth (~) thereof
to my nephew Wilmer B. Hoke, Jr. and his wife, June H. Hoke, or the
survivor of them.
d. I give, devise, and bequeath one-fourth (~) thereof
to my niece-in-Iaw, Carolyn Bosserman. Should Carolyn Bosserman
predecease me, I then give, devise, and bequeath one-fourth (~)
thereof to Newport United Methodist Church, Market Street, Newport,
Pennsylvania, to be added to its endowment fund. I direct that my
Executor may accept a Receipt and Release in a form acceptable to
my Executor to complete this bequest, and such document shall
constitute a full release of my Executor for any such property.
FOURTH: If any person under the age of twenty-one (21) years
shall become entitled to any share hereunder, then such share shall
immediately vest in such beneficiary, but notwithstanding the
provisions herein, my Executor may distribute such beneficiary's
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-2-
share to any adult person standing in loco parentis, or to a legal
guardian of such beneficiary, or to a custodian (to be selected by
my Executor) under the applicable Uniform Transfers to Minors Act,
without requiring bond of such adult person, guardian or custodian.
The receipt of such adult person, guardian or custodian shall
constitute a full release of my Executor for any property so
distributed.
FIFTH: No person shall benefit hereunder unless such
beneficiary shall survive me by thirty (30) days.
SIXTH:
( 1)
I name Wilmer B. Hoke, Jr., as my Executor.
If
he is unable or unwilling to serve, I name Gordon R. Hoke, as my
Executor. I direct that my Executor or Executrix, herein referred
to as my Executor regardless of number or gender, serve without
bond in any jurisdiction in which called upon to act.
(2) My Executor shall receive reasonable compensation
for services rendered.
SEVENTH: (1) I give to any Executor named in this Will or
any Codicil hereto or to any successor or substitute Executor all
of the powers enumerated in this Will and all of the powers
applicable by law to fiduciaries in the Commonwealth of Pennsyl-
vania and in particular through the Pennsylvania Probate, Estates
~/~ #~~
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and Fiduciaries Code, as effective and as in effect on the date
hereof, during the administration and until the completion of the
distribution of my estate. I direct that all such powers shall be
construed in the broadest possible manner and shall be exercisable
without court authorization.
(2) My Executor is authorized and empowered to acquire
and to retain, either permanently or for such period of time as my
Executor may determine, any assets, including the capital stock of
any closely held corporation, whether such assets are or are not of
the character approved or authorized by law for investment by
fiduciaries and whether such assets do or do not represent an
overconcentration in one investment.
(3) My Executor is authorized and empowered to disclaim
any interest, in whole or in part, of which I, or my Executor, may
be the beneficiary, devisee, or legatee, by executing an appro-
priate instrument (in accordance with section 2518 of the Internal
Revenue Code of 1986, as amended, or such similar section as may
then be in effect) .
(4) My Executor is authorized and empowered to sell at
public or private sale, or exchange, and to encumber or lease, for
any period of time, any real or personal property and to give
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options to buy or lease any such property. Additionally, my
Executor is authorized and empowered to compromise claims, to
borrow from anyone (including a fiduciary hereunder) and to pledge
property as security therefor, to make loans to and to buy property
from anyone (including a fiduciary or beneficiary hereunder);
provided that any such loans shall be adequately secured and at a
fair interest rate.
(5) My Executor is authorized and empowered to allocate
property, charges on property, receipts and income among and
between principal or income, or partly to each, without regard to
any law defining principal and income.
EIGHTH: All estate, inheritance, succession and other death
taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property comprising my gross
estate for death tax purposes, whether or not such property passes
under this Will, shall be paid out of the residue of my estate, as
if such taxes were expenses of administration, without apportion-
ment or right of reimbursement. I authorize my Executor to pay all
such taxes at such time or times as deemed advisable.
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-5-
IN WITNESS WHEREOF, I have set my hand and seal on this my
Last Will and Testament this 12th day of September 2000.
/.tLY!l~
HELEN K. HOKE
SIGNED, SEALED, PUBLISHED, and
DECLARED by HELEN K. HOKE,
as and for her Last will and
Testament, on the day and year
last above written, in the
presence of us, who, at her ~
request, in her presence, and ~;
in the presence of each other,
all being present at the same
time, have hereunto subscribed
our names as witnesses:
-6-
(SEAL)
. .
SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
WE, HELEN K. HOKE and Wayne M. Pecht
Patricia D. Olyarnik ,and Stefanie A. Morrison ,the
Testatrix and the witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last will and that she
had signed willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed
the Will as a witness and to the best of his or her knowledge the
Testatrix was at that time eighteen (18) years of age or older, of
sound mind, and under no constraint or undue influence.
~//~
tLEN K. HOKE, ~x
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Witness~
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Witness
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Subscribed, sworn to, and acknowledged before me by Helen K. Hoke,
the Testatrix, and subscribed and sworn to before me by
Wayne M. Pecht
Stefanie A. Morrison
Patricia D. 01yarnik
, and
witnesses, this 12th day of September
2000.
NOTARIAL SEAL
CYNTIiIA J. RULE, Notary PubliC
Camp lilll Bora.. Cumberland County
commission Expires Jan. 24, 2004
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Helen K. Hoke
Date of Death: 7/15/02
Will No. 2002-00658
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 7/30/02
Name Address
Donna H. Dunkelberger 736 Fruithurst Drive
Pittsburqh PA 15228
Gordon R. Hoke 309 N. 4th Street
Newport PA 17074
Wilber B. Hoke, Jr. 711 Orange Street
June H. Hoke Selinsqrove PA 17870
Carolyn Bosserman 1617 Glen Eagles Way
Orlando FL 32804
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date:
'7-3DO~
(iu In f: -!))en('f! L:;dW
/
Signature
Name: Allen E. Hench. Esquire
Address: 224 Market Street
Newport
PA 17074
Telephone(",',) 5..tll- 31?l1
r -i'-P
Capacity:
Personal Representative
Counsel for Personal
Representative
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f'!EV-1500iX + (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
Hoke, Helen K,
DATE OF DEATH (MM-DD-Ye8.r'1
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
1'7- -;l~ - 1;:V_
FILE NUMBER
20-0200658
""COUN'TY'"Cci5E -vEA~ --NtiMliER--
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-OO-Year)
162-36-8142
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
07/15/2002 10/10/1908
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[g) 1. Original Return
o 4, Limited Estate
[EJ 6. Decedent Died Testate (AttachcopyofWillj
o 9. Litigation Proceeds Received
SOCIAL SECURITY NUMBER
o 2. Supplemental Return
o 4a. Future Interest Compromise (llate oflleath alter 12-'r2-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrusQ
o 10. Spousal Poverty Credit (date of dea!tl between 12-31-91 and 1-1-95)
03. RernainderReturn (date of death prior to 12-13-B2)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election 10 tax under Sec. 9113{A) (AllachSch0)
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rtHls"SS~TION"MlJST BEGOMlll!:lltltEillll~l.lllllI1lGlRRir lllilllllliENI1l"ii\NIl"e,llIiEN 1\ Tll~lNOIi!"'~!liIOlilisil' UllllliillSl.lIi If
NAME COMPLETE MAILING ADDRESS
Allen E, Hench, Esq.' 224 Market Street
FIRM NAME (Il Applicable)
Allen E, Hench Law Office
TELEPHONE NUMBER
717-567-3139 New ort PA 17074
OFFICIAL USE ONLY
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1. Real Eslale (Schedule A) (1)
2, Slacks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4, Mortgages & Noles ReCeivable (Schedule D) (4)
5. Cash, Bank Deposits & l',ljiscellaneous 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/See 9113 Trllsts for which an election to lax has not been
made (Schedule J)
,
123,283,771
,
I
60,531.48
(8)
183,815.25
6,901,87
9,108,13
(11)
(12)
(13)
16,010,00
167,805.25
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICIIBLE R!\TES
(14)
167,805.25
15, Amount of Une 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
16. Amount olUne 14 taxable at lineal rate
17. An10unt 01 Line 14 taxable at sibling rate
18. Amount of Line 14 taxable atcollateraJ rate
19. Tax Due
X ,0_(15)
X ,0_(16)
X .12 (17)
167,805.25 X ,15 (18) 25,170,79
(19) 25,170.79
20. D
CHECK HERE IF YOU liRE REQUESTING A REFUND OF I\N OVERPIIYMENT
> > BE SU:REI\lJ:C!I\lIiNSWEREAtll!lilUE$1'llilNS'I\ONllllEU Ell me~ 1:I'11R:E!Ol'lsCKMAtl't"< <. ",";I\"I\I\'"",.. ',':.,
Decedent's Camalete Address:
STREET ADDRESS . . .
Messiah Village, 100 Mt. Allen Drrve
CITY . I S1ATE PA I ZIP 170
Mecharrlcsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
25,170.79
23,911.49
1,258.51
Total Credits (A + B + C)
(21
25,170.00
3. InteresUPenalty if appllcabie
D.lnterest
E. Penalty
TotallnteresUPenalty (D + E I (3)
4. 11 Line 2 is greater than Line 1 + Line 3, enter Ihe difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. 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 to: REGISTER OF AGENT
0.00
0.79
0.79
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; ........................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 129
c. retain a reversionary interest; or .................................................,.................................................... 0 [Zl
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 ~
2. If death occurred after Oecember 12,1982, did decedent transfer property within one year 01 death
without receiving adequate consideration?............. ............................,.................................................... 0 ~
3. Did decedent own an "in trust for" or payabie upon death bank account or security at his or her death? ................. 0 129
4. Did decedent own an Individual Retirement Account, annuity, or of her non-probate property which
contains a beneficiary designation? ... .............................................................................................. 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
ID T/4/~
PA
1<1
PA 17074
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rafe imposed on the net value of transfers to or forthe use of fhe surviving spouse is 3%
172 PS ~9116 lal (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 (al (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 dales 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 parenl,
or a stepparent o1\he chiid is 0% 172 P.S. ~9116(a)(1.21].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4.5%, except as noted In 72 P.S. ~911611.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the nel value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.311. A sibling is detined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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LAST WILL AND TESTAMENT OF
HELEN K. HOKE
Z. I - 0 2. - lP51r
,
I, HELEN K. HOKE, of Upper Allen Township, Cumberland County,
pennsylvania, do hereby make this my Last Will and Testament,
revoking any former wills and rodicils made by me.
FIRST: I desire that my body be cremated and that my ashes be
buried in the Newport Cemetery at the convenience of my family.
SECOND: I give, devise, and bequeath all of my tangible
personal property and all casualty insurance that I am carrying on
said tangible personal property to my niece, DONNA H. DUNKELBERGER,
and my nephews GORDON R. HOKE, and WILMER B. HOKE, JR., or the
survivor or survivors of them, to be divided equitably among or
between them as they may determine, or, if they are unable to
agree, as my Executor shall determine, after considering the wishes
of such niece and nephews.
I have complete confidence that my
niece and nephews, or my Executor, will honor any written instruc-
tions that I may leave with regard to said tangible personal
property. Any such property not so distributed shall be sold, and
the proceeds added to my residuary estate to pass as hereafter
described.
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~-":T,~':',
THIRD: I give, devise, and bequeath the rest, residue and
remainder of my estate, real, personal, and mixed as follows:
a. I give, devise, and bequeath one-fourth (~) thereof
to my niece, Donna H. Dunkelberger, per stirpes.
b. I give, devise, and bequeath one-fourth (~) thereof
to my nephew Gordon R. Hoke. per stirpes.
c. I give, devise, and bequeath one-fourth (~) thereof
to my nephew Wilmer B. Hoke, Jr. and his wife, June H. Hoke, or the
survivor of them.
d. I give, devise, and bequeath one-fourth (~) thereof
to my niece-in-law, Carolyn Bosserman. Should Carolyn Bosserman
predecease me, I then give, devise, and bequeath one-fourth (~)
thereof to Newport United Methodist Church, Market Street, Newport,
Pennsylvania, to be added to its endowment fund. I direct that my
Executor may accept a Receipt and Release in a form acceptable to
my Executor to complete this bequest, and such document shall
constitute a full release of my Executor for any such property.
FOURTH: If any person under the age of twenty-one (21) years
shall become entitled to any share hereunder, then such share shall
immediately vest in such beneficiary, but notwithstanding the
provisions herein, my Executor may distribute such beneficiary's
~ Ir'. N" J. D
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--...~ .
share to any adult person standing in loco parentis, or to a legal
guardian of such beneficiary, or to a custodian (to be selected by
my Executor) under the applicable Uniform Transfers to Minors Act,
without requiring bond of such adult person, guardian or custodian.
The receipt of such adult person, guardian or custodian shall
constitute a full release of my Executor for any property so
distributed.
FIFTH: No person shall benefit hereunder unless such
beneficiary shall survive me by thirty (30) days.
SIXTH: (1) I name Wilmer B. Hoke, Jr., as my Executor. If
he is unable or unwilling to serve, I name Gordon R. Hoke, as my
Executor. I direct that my Executor or Executrix, herein referred
to as my Executor regardless of number or gender, serve without
bond in any jurisdiction in which called upon to act.
(2) My Executor shall receive reasonable compensation
for services rendered.
SEVENTH: (1) I give to any Executor named in this Will or
any Codicil hereto or to any successor or substitute Executor all
of the powers enumerated in this will and all of the powers
applicable by law to fiduciaries in the Commonwealth of pennsyl-
vania and in particular through the pennsylvania Probate, Estates
~/~ <j:/di>~
-3-
.._ __ ":i,
and Fiduciaries Code, as effective and as in effect on the date
hereof, during the administration and until the completion of the
distribution of my estate. I direct that all such powers shall be
construed in the broadest possible manner and shall be exercisable
without court authorization.
(2) My Executor is al~t!J0riz€d and empowered to acquire
and to retain, either permanently or for such period of time as my
Executor may determine, any assets, including the capital stock of
any closely held corporation, whether such assets are or are not of
the character approved or authorized by law for investment by
fiduciaries and whether such assets do or do not represent an
overconcentration in one investment.
(3) My Executor is authorized and empowered to disclaim
any interest, in whole or in part, of which I, or my Executor, may
be the beneficiary, devisee, or legatee, by executing an appro-
priate instrument (in accordance with section 2518 of the Internal
Revenue Code of 1986, as amended, or such similar section as may
then be in effect) .
(4) My Executor is authorized and empowered to sell at
public or private sale, or exchange, and to encumber or lease, for
any period of time, any real or personal property and to give
I~/~~
-4-
OO~~~:"
options to buy or lease any such property.
Additionally, my
Executor is authorized and empowered to compromise claims, to
borrow from anyone (including a fiduciary hereunder) and to pledge
property as security therefor, to make loans to and to buy property
from anyone (including a fiduciary or beneficiary hereunder);
provided that any such lcans snal~ be adequately secured and at a
fair interest rate.
(5) My Executor is authorized and empowered to allocate
property, charges on property, receipts and income among and
between principal or income, or partly to each, without regard to
any law defining principal and income.
EIGHTH: All estate, inheritance, succession and other death
taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property comprising my gross
estate for death tax purposes, whether or not such property passes
under this Will, shall be paid out of the residue of my estate, as
if such taxes were expenses of administration, without apportion-
ment or right of reimbursement. I authorize my Executor to pay all
such taxes at such time or times as deemed advisable.
~ /~ 11~
-5-
IN WITNESS WHEREOF, I have set my hand and seal on this my
Last Will and Testament this 12th day of September 2000.
~X~/
HELEN K. HOKE
SIGNED, SEALED, PUBLISHED, and
DECLARED by HELEN K. HOKE,
as and for her Last Will and
Testament, on the day and year
last above written, in the
presence of us, who, at her ~
request, in her presence, and ~;
in the presence of each other,
all being present at the same
time, have hereunto subscribed
our names as witnesses:
-6-
(SEAL)
'\" _,....",If'.\7...,..~~.-.._,.,..
SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
WE, HELEN K. HOKE and Wayne M. Pecht
Patricia D. Olyarnik ",;1<1 St"fanie A. Morr.isc,", the
Testatrix and the witnesses, respectively, whose names are sighed
to the attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last will and that she
had signed willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testatrix, signed
the will as a witness and to the best of his or her knowledge the
Testatrix was at that time eighteen (18) years of age or older, of
sound mind, and under no constraint or undue influence.
deM I~~
2LEN K. HOKE, lkx
Wi6rA
Witness
c
Witness
Subscribed, sworn to, and acknowledged
the Testatrix, and subscribed and
before me by Helen K. Hoke,
sworn to before me by
Wayne M. Pecht
Stefanie A. Morrison
Patricia D. 01yarnik , and
, witnesses, this 12th day of September
2000.
NOTARIAL SEAL
CYNTHIA J. RULE, Notary Public
camp Hid Bore., Cumberland CounIY
misSIoll Ex "res Jan. 24, 2l104
NOw:~9::LL-
-7-
REV_1503E;"+11_97)~~
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE 1 ENT DE EDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Hoke Helen K.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
20 02
00658
ITEM
NUMBER
1.
OESCRIPTION
Eaton Vance Tax Managed Growth Fund Class B. The Financial Network. account
#5AD-008135. per statement of Ann E. Wulf
VALUE AT DATE
OF DEATH
19.800.00
2.
Eaton Vance Prime Rate Reserves Fund. The Financial Network. account.
#5AD-008135. per statement of Ann E. Wulf
103,483.77
TOTAL (Also enter on line 2, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
123.283.77
=
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custoaer ServIce Information
YCIUI...'lIIGIll CGIBUl'AIII':
Id,,"lhdtion Number: GN2
ANN ESTERWUlF
THE ANANCIAl NE1'M)RI(
201 GRANI1E RUN DRIVE #260
LANCASTER PA 176OHi824
II' ."ar . ..(717) 560-4499
Portfolio Holdings
I ~-"C"IIE~jl'~~f~ ~._of_1o
....., .....
35.78U3 BROKERAGE CASH RESERVES
T........., .....
,.... CallI" CallI E4*....
.....
....~
CIIIIII
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--
.
- ,...,
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40.448.88
_441 ..
_441 ..
35.763.23
$",JIlIn
$",JIlIn
34.80
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$_
251.00 1.24%
$251...
$UI..
,.... ...... .....
- - r" --1.." .........
... ... Sw ... I . " 11IM
~/q flo... "0
15.5300 18,636.00 , EMTGX
8.9900 102,911 36 I() 3/fr3.77 EVPRX 4,865.10 4.72'lb
$131,54''- ""'"
- - - ....
I 0"''("(; 0 po
............ ..._ ofPo1tlol1o O~l9rH 11111..1,/8
,
1)00.00 F.ATON VANCETAX MANAGED GROWTH FUND 1(, SV
ClASS 8
Dividend OptiO": CashCapital Gains Optio": Cash
11,44732 EATON VANCE PRIME RATHESERVES FUND q, of
Dividend Onno": CashCaDital Gai"s Dation: Cash
Ac:counl Nwnber: 5AlJ.OO81l5
__r
--.
_"~L.uMl.l"""'''''''''~
Ac...-...................c......,
o..............-...w Cllr. N.J. DniIe
Page 201 5
~
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C--~. 2710...... on- W. JOG. -"-C\'9f>>05
Portfolio HoIdlnp (mnHlIUf!d)
_ll.-or_
c..1ICI ..... ell.....
20,000.00 FIRST USA BK N A WILMINGTON DEL
Of OEP A0(J65 rot( IN50
6.75lJllb O8/YJl021l/E OTO O8/YJlOO
1ST Cf'N OTE 03(01(01 Cf'N PMT SEMI ANNUAL
ON MAR 01 AND SEPOI
Valuation Date; fJ8/3()/00
,.... c...r- ..... .......
T.... _
- .-
I,.... ~lfl.. H..........
C
nxM~
SIll" A1.-' PIItM: .,.,>>a- "''''''1
IIIIfrot
100.4130
800fJlfnOCi(lo.c;Z267CSl'!j06DP
Account Num"", SAo-ou&m
IIIIfrot
20,082.60
$.... ..
$Jua ..
-
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$lnAI!.1I
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331434404
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l,lSO,OO 6,72'llI
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0..........."-. .......,Qr....J.Of3M
P,..3a/5
~
Portfolio Holdings (wntinued)
Disdo.urltlnd Olher Information
Pndng. Securitill price. may ~.r1f'om Ictuallquidation value. Prices shown should only be used as
IlIeneral Qulde to portfolio valu.. Priell are received from various pricing serv'ces. Howen" pricing
servietl .,.sometimes unlblt to provide timely information. Where pricing sources are not readily
nIbble, particularty on tlnlin deblllcurities, ISlimlted pric.. may belllnerated by a matrix
.yst.mt.king various factor, Into conslderaUon. The pricing olMsted options takes into account the
Int clollng price, I' WI_ II the current bid and offer price.. Wharf ..curitie. "ave not been priced,
such securities have not beenlndudtd In Ih, AIIII Valultion Information It lhe beginning of this
statement.
Reinvestment. n, dollar amount of Mutu.1 Fund distributions, Money Mlrket Fund income, or
dividendi or other securiti.. shown on your statement may have bltn reinvested into additional
shartS. You will not recetve conflrmalion oflh.., rtinvtltmenttranllctions. However,lnformation
Tr.nsacllons by Type of AdIvIty
'-I TntIto/
wr J -ll. --
c.II... - ..._A........
07/01/C12 CHECJ( DISBURSEMENT
07/08/02 CHECJ( DISBURSEMENT
T.... c.II Wlf . _ A..........
Dlllllln <I.........
07/01/02 CASH DMDEND RKEMD
pertltning to th..etransactions which would OI:h.r.....pp..r on confirmations,lnducting the time of
..,cution and the name ofth, person from whom your Itcurity wal purchased, wIN be furnlshedta
you upon written r.qu..tto your introdudng firm. In dividend rtlnv.stmenttranllctions, Perlhing lets
al your .gent and recliv.s payment for order Itow, th.lource ,nd nllur. of whtch paym.nt wII be
furnished to you upon written requllt to yourlnlroducing firm,
Option Disclosure -Information with ,.spectto commissions and other chargtllncurred In connection
w~h the execution or option transactions has bltn induded in r.onflrmltlons previously furnllhed to
you. A su mmary ofUutlnformatlon Is available to you promptly upon your written request dlrect.d to
your Introducing firm. In order to .lsllt yourintrodudng IIrm in maintaiRlng current background and
financial Information concerning your option accounts, pllI.e promptly advise them In writing of eny
mat.rial change in your InVlstment oblecUv.. or financial shuation. Expiring optlonl which ar.
valuabl. ere exercittd automatically pursuant lothe e..rclse by exception procedu,. of the Options
Clearing Corporation. Addttton.llnformatton regarding (his procedure Is lVaMable upon written request
to your Introducing firm.
CHK PD.# 0007785683 PRINCIPAL DISTRl8lN
CHK PD.. 0071241841 AS PER YOUR REOUEST
-2.000.00
.3.000.00
....-.
lATON VANCE PRIME RATE RESERVES FUND
FOR ACCRUAL PERIOD ENDING 06/28/02
T.......... . ..._
-,...... ,..
07/01/02 MONEY fUND REDEMPTION
07/02/02 MONEY FUND PURCHASE
07/08/02 MONEY FUND REDEMPTION
T.... ..., ...... ,..
,....V.......T> T r" .
Th. pric. end qu.nIIl, d1.pl.,.d II" hIV' b..n r.und.d.
BROKERAGE CASH RESER
BROKERAGE CASH RESER
BROKERAGE CASH RESER
Aaounl Number. 5A[)-OOB135
334.35
suus
2,000.00
-334.35
3.000.00
...."
.....
..-.._F
Page 4 015
sftiC
-. .
Dh'*"'''~luMl.''''''''''''''~
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-
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-KIICAS1l11111V1S
Account Number. 7000054899 Current Y,.Id: 1.29'll> AcliviIy Ending: 07(26/02
~9/rrl Opening Balance
crT/Ol!02 Withdrawal
07/02/02 Depo5it
07/Oll/rrl Wllhdrowal
flr-/G CIIIlII.......
,....AI..., .r~....
-
...-
SlIME DAY WIRE RfDUAPTION
SHARES PUROlASfD BY WIRE
SlIME DAY WIRE RfDfMI'TION
40,448.88
-2.000.00
ll4.J5
-l.OOO.oo
40,448.88
:l8,448.88
lB.7Bln
35.7MB
SU,7IJ.D
SIt,JII.2J
...co.... SU....."
- ,....
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--
,.. .. ....
T_
_T_
I DILl" I --
Mutual fund DMdends - Current Yeill
I Money Fund Income
OlherDMdends and ,_
T.....hI. ._......
3l4.35
0.00
0.00
SSJUI
0.00
0.00
000
SUI
2,462.15
251.00
676.B5
SJ.-...
0.00
0.00
0.00
......
-
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-
II
.
II
..
.
,-no
Page S.IS
~
M es
A NEW LOOK TO YOUR BROKERAGE ACCOUNT STATEMENT
YOUR BROKERAGE ACCOUNT STATEMENT HAS A NEW LOOK ANO FEEl. WE REOESIGNED THE
STATEMENT TO PROVIDE YOU WITH A COMPREHENSIVE OVERVIEW OF YOUR INVESTMENT
ACTIVITY, IN A NEW, EASY-TO.READ FORMAT.
'IF A DEBIT BALANCE APPEARS IN YOUR FINANCIAL NETWORK INVESTIlENTS INC. CASH
ACCOUNT AND YOU HAVE NOT ALREADY FORWARDED FUNDS, PLEASE PROMPTL Y REMIT
PAYMENT IN THE AMOUNT OF THE DEBIT TO PERSHING FOR YOUR ACCOUNT.'
BOQOOOOOOOt226'CS9'06DP
Accoult Number. SAD-OOB'35
~-. -- J
DM*llI"'~. LutM &...............~
"'c;,..........--.~
ON............. ""-"0Iy. N.J."'"
REV-l50Sr.X + 11_97)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hoke Helen K
FILE NUMBER
/0 02
00658
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointfy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Cash and cash equivalents through The Financial Network, account #5AD-008135,
per statement of Ann E. Wulf
VALUE AT DATE
OF DEATH
40,448.88
2.
CD #337434404
20,082.60
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
60,531.48
"""""''''''.
COMMONWEALTH OF PENNSyu/ANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Hoke Helen K
;>0
02
00658
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Newport Cemetery Association (cremation grave opening) 125.00
2. Rice Memorial Works (grave marker) 80.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5) Gordon R Hoke 500.00
Social Security Number{s) { EIN Number of Personal Representative(s)
Street Address 309 N. 4th Street
Cily Newport State PA Zip 17074
Ycar(s) Commission Paid:
2. Attorney Fees Allen E. Hench, Esq. 5,515.00
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland County 266.00
5. Accountant's Fees
6 Tax Return Preparers Fees
7. Estate Notice - Cumberland Law Journal 75.00
8. Estate Notice - Carlisle Sentinei 80.87
9. Cumberland Co. Re9ister of Wills - filing fee for Inheritance Tax Return 10.00
Final probate and miscellaneous 250.00
TOTAL (Also enter on line 9, Recapitulation) $ 6,901.87
(If more space IS needed, Insert addlllonal sheets of the same size)
.'"""';"""'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
Hoke Helen K.
FilE NUMBER
20 02
00658
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Verizon (telephone)
8.99
2.
Pharmerica (drugs)
150.09
3.
Financial Network Advisors
411.40
4.
Messiah Village
2,672.65
5.
Gordon R Hoke (reimbursement for loan and cremation)
515.00
6.
Checks written prior to death, but cleared after death: 0007785683 ($2,000), 0071241841
($3,000)
5,000.00
Miscellaneous
350.00
TOTAL (Atso enter on line 10, Recapitulation) $
(If more space IS needed, Insert additional sheets of fhe same size)
9,108.13
"'v,,"""''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
HnkR HF Rn K 20 02 I1ni;"R
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OFEST A TE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Donna H. Dunkelberger niece 1/4 residual estate
736 Fruit Hurst Drive
Pittsburgh, Pa. 15228
2. Wilmer B. Hoke, Jr. and June H. Hoke nephew and niece-In-law 1/4 residual estate
711 Orange Street
Selinsgrove, Pa. 17870
3. Gordon R. Hoke nephew 1/4 residual estate
309 N. 4th Street
Newport, Pa. 17074
4. Carolyn Bosserman niece 1/4 residual estate
1617 Glen Eagles Way
Orlando, FL 32804
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTtONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-' '62 EX{' ,-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HENCH ALLEN E ESQUIRE
224 MARKET STREET
NEVVPORT, PA 17074
-------- fold
ESTATE INFORMATION: SSN: 162-36-8142
FILE NUMBER: 2102-0658
DECEDENT NAME: HOKE HELEN K
DATE OF PAYMENT: 10/08/2002
POSTMARK DATE: 10/07/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 07/15/2002
NO. CD 001700
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $23,911.49
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$23,911.49
REMARKS: ALLEN E HENCH ESQUIRE
CHECK# 9
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEVVIS
REGISTER OF VVILLS
/'2-,?l,-/.;;V
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT DF TAX
ALLEN E HENCH
ALLEN E HENCH
224 MARKET ST
NEWPORT
ESQ
LAW OFC
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-10-2002
HOKE
07-15-2002
21 02-0658
CUMBERLAND
101
*'
Il.E~-1!i41 EIt. liP Ull-Bn
HELEN
K
Amount Rellitted
PA 17074
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
Rifli=i5'ii-i-Eic--Af'P-foFozY-NoiYcE--oF-YNHERiTANCE-YA:X-APPRAisEHENT,--ALi.:OWANCE-OR:-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOKE HELEN K FILE NO. 21 02-0658 ACN 101 DATE 12-10-2002
TAX RETURN WAS: (X l ACCEPTED AS FILED
l CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Hortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(2l
[3l
(4l
(5l
(6l
(7J
.00
123.283.77
.00
.00
60.531. 48
.00
.00
(Bl
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9l
IlOl
6,901.87
9.108.13
lllJ
112l
113l
114l
NOTE:
(15l
116l
117J
118l
.00 X
.00 X
.00 X
167,805.25 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax payment.
183,815.25
16.010 DO
167,805.25
.00
167,805.25
00 =
045 =
12 =
15 =
.00
.00
.00
25,170.79
25,170.79
119l=
TAX CREDITS:
l<J AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-l
10-07-2002 CDOO1700 1,258.50 23,911.49
TOTAL TAX CREDIT 25,169.99
BALANCE OF TAX DUE .80
INTEREST AND PEN. .00
TOTAL DUE .80
. 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" (CRl, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.l
Will No.:
STATUS REPORT UNDER RULE 6.12
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Admin. No.:
Name of Decedent:
Date of Death:
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
I. State ~er administration of the estate is complete:
Yes 7' No 0
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. I is Yes, state the following:
a. Did the person~sentative 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~esentative state an account informally to the parties
in interest? Yes / No 0 .
c. Copies of receipts, releases, joinders and approval formal or
informal accounts may be filed with the Clerk of, e.Orp , Court
and may be attached to this reg rt
Date: ~/o 'I
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Name
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Telephone No.
Capacity: 0 Personal Representative
?ounsel for personal representative