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Home My WebLink About03-0117PETITION FOR PROBATE & GRANT OF LETTERS Estate of CATHARINE E. HOCK also known as Social Security No. 191-36-5373 , deceased. No. 21-03- ~ ~'"~;' To: Register of Wi/Is for the County of Cumberland Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is 18 years of age or older and the Executrix named in the Last Will of the above decedent dated May 9, 1991 , and codicils dated none . The Executor named none __died Renunciations for Delores Mellott a/k/a Delores McGuire attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 100 Mt. Allen Drive, Upper Allen Township, Mechanicsburq Decedent, then 91 years of age, died January 6 Pennsylvania 2003, at Messiah Village, Mechanicsbu',q, 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: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: $197,000.00 $ $ WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): ~..'~J~net E. Graham '639 Alexander Spring Road Carlisle, PA 17013 717-249-7531 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA · 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 representative of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this ~h day of /' February ,2003. >'Janet E. Graham No. 21-03- Estate of CATHARINE E. HOCK, deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, February"~'/-Ph~ ,2003, 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 May 9, 1991 described therein be admitted to probate and filed of record as the Last Will of Catharine E. Hock ; and Letters Testamentary are hereby granted to Janet E. Graham FEES Probate, Letters, Etc ........ $ 235.00 Short Certificates(-3- ) .... $.9.00 Renunciation(s) ........... $ 5.00 JCP ............... · ...... $10.00 Other Will Pa,qes (-3-) .... $9.00 TOTAL: .... $ 268.00 Filed ........ o3.: .'7.~. 0...~. ........... IRWIN McKNIGHT & HUGHES ATTOR, N~Y (Sup. Ct. I.D. No.) 60 West Pomfret St., Carlisle, PA 17013 - ADDRESS 717-249-2353 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with mc as Local Registrar. The original certificate will be.forwarded to the State Vital Records Office for permanent, fiJing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee fbr this certificate, $2.00 P 8870075 No. Local Registrar JAN 8 2083 Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,.Female z 191 -- 36 -- 5373I' O%-O(~'" O"~. . ~rland ~, p~r Allen ~. ,. ~5~ ~X~ ~.~, ...... ' '7~ ~"' ~ ~ '"'~'~-- Up~r Allen ,m.~ ~rland ~? ,,~.~ ~'~ ,,. A~inta F. Wenqer ~. 639 Alexander Sprinq Rd.~ ~rlisle, Pa 17013 Jan. 10, 2~3 ',~,,, air Hill Ce~te~ I~"" Ch~rsburg, PA 17201 L ' ,m~o~~ Hoff~-Roth ~eral Horn 014351 ;~. zA~ NovOn H~voer St. t ~rlislet PA 17013 o%'1.o ....o t- ok,- 05 OUE TO (Off AS a CONSEO~N~E OF~ I(lATE O~ INJUflY ITIME O~ INJURY UCENSE NUMBER DATE SIONED WAS CASE P;EFERflED TO MEDICAL EXAMINEfl~ORONER? In regard to the Estate of To the Register of Wills of RENUNCIATION CATHARINE E. HOCK , deceased. Cumberland County, Pennsylvania. The undersigned daughter the right to administer the estate and respectfully ask(s) that Letters be issued to Janet Graham WITNESS my hand(s) this of the above decedent hereby renounce(s) Testamentary day of January SIGNATURE - DELORES MELLOTT A/K/A SIGNATURE- DELORES MCGUIRE ,2003. I, CATHARINE E. HOCK, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking any and all wills heretofore made by me. 1. I direct my executrices to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executrices to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefore, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate as follows: (a) Any personal property in my home may be taken by any child at its appraised value and if more than one wants a particular item, the procedures of distribution are to be worked out by my executrices, and all the rest, residue and remainder as follows: (b) 5% thereof to the World Mission Program of the Brethren in Christ Church, (c) 5% thereof to the Brethren in Christ Church of Carlisle, Pennsylvania, (d) 15% thereof to Florence Miller, living at the time of my death, to her spouse, and children, share and share alike, and if she is not if not remarried (e) 15% thereof to Clark Hock, and if he is not living at the time of my death, to his spouse, if not remarried and children, share and share alike, (f) 15% thereof to Kenneth Hock, and if he is not living at the time of my death, to his spouse, if not remarried and children, share and share alike, (g) 15% thereof to Janet Graham, and if she is not living at the time of my death, to her spouse, if not remarried and children, share and share alike. (h) 15% thereof to Delores Mellott, and if she is not living at the time of my death, to her spouse, if not remarried and children, share and share alike, (i) 15% thereof to the spouse and children of my deceased son, Melvin E. Hock; i.e. Marian Hock, if not remarried and Maynard Hock, Merle Hock and Michael Hock, share and share alike, (j) If any spouse of a deceased child has remarried, 2 their share shall go to their children, share and share alike. me to be bond. I nominate and appoint Janet Graham and Delores Mellott the executrices of my estate, they are to serve without 5. I hereby suggest that my personal representatives retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of May, 1991. C~,"~_~z~ £. ,/;~ (SEAL) CATHARINE E. HOCK Signed, sealed, published and declared by Catharine E. Hock, the testatrix above named, as and for her last will and testament, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGEMENT AND AFFIDAVIT WE, RICE, signed hereby signed CATHARINE E. HOCK, BETZI A. MORRISON and JEAN M. the testatrix and witnesses respectively, whose names are to the foregoing instrument, being first duly sworn, do declare to the undersigned authority that the testatrix 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 purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND Subscribed, CATHARINE E. HOCK, before me by BETZI R~ day of May, CATHARINE E. HOCK : : SS: : sworn to and acknowledged the testatrix, and subscribed before me by and sworn to A. MORRISON and JEAN M. RICE, witnesses, this 1991. CATHARINE E. HOCi~ LAW OFFI(3E$ IRWIN, IRWIN &: MCKNIGHT WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013-3216 (717) 249-23~:~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate No.: CATHARINEE. HOCK JANUARY 6,2003 21-03-0117 To the Register: I certify that notice of the beneficial interest 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 March 5, 2003 . Name Address Marian E. Hock Maynard E. Hock Merle E. Hock 165 E. Penn Street, Carlisle, PA 17013 95 South High Street, Newville, PA 17241 7087 Mike Wood Blvd., Conneaut Lake, PA 16316 Michael E. Hock Delores McGuire Clark A. Hock A. Florence Miller Kenneth R. Hock Janet Graham Brethren In Christ-World Mission Brethen IN Christ Church 134 W. Willow Street, Apt. E, Carlisle, PA 17013 Apollo Street, San Ignacia, Belize, Central America 203 E. Seminary Street, Mercersburg, PA 17236 24 Amber Lane, Iowa City, IA 52240 c/o Janet Graham; 639 Alexander Spring Rd., Carlisle, PA 639 Alexander Spring Rood, Carlisle, PA 17013 431 Grantham Road, Grantham, PA 17027 1155 Walnut Bottom Road, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: 03/05/03 Signature IRWIN, McKNIGHT & HUGHES Name Roger B. Irwin, Esquire Address 60 West Pomfret Street Carlisle~ PA 17013 Telephone (717) 249-2353 Capacity: X Personal Representative Counsel for Personal Representative 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 002398 IRWIN ROGER B ESQ 60 W POMFRET ST CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 191-36-5873 FILE NUMBER: 2103-0117 DECEDENT NAME: HOCK CATHARINE E DATE OF PAYMENT: 04/04/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/06/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,741.94 REMARKS: TOTAL AMOUNT PAID: ROGER B IRWIN ESQUIRE $6,741.94 SEAL CHECK//19672 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. :)80601 HARRISBURG, PA 171Z8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03-0117 COUNTYCODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Hock Catharlne E. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 01/06/2003 I 09/16/1911 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE iNITIAL) D E C E D E N T 1. Original Return ~ 2~! Supplemental Return 4. Limited Estate . Future Interest Compromise (date of death after 12-12-82) 6. Decedent Died Testate , Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) ~ 9. Litigation Proceeds Received r'~ 10. spousal Poverty Credit (date of death between 1Z-31-91 and 1 - 1-95) cAPB HpRL EpIO cRAC KO! NAME Roger B. Irwin Esq. FI R M NAM E (If Applicable) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER 717/249-2353 SOCIAL SECURITY NUMBER 191-36-5373 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (al,ate of death 3. Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes F'-] 11, Election to tax under Sec. 9113(A) (Attach Sch O) R 5. E C A 6. P I T U 7. L A T 8. I O 9. N 10. 11. 13. C O M T I O N Real Estate (Schedule A) (1) Stocks and Bonds (Schedule B) (2) Closely Held Corporation, Partnership or (3) Sole-Proprietorship Mortgages & Notes Receivable (Schedule D) (4) Ca~sh, Bank Deposits & Miscellaneous Personal PropertY/ (5) (Schedule E) Jointly' OWned Property (Schedule F) (6) ~ Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11 ) COMPLETE MAILING ADDRESS 60 West Pornfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 None 'i. OFFICIAL'USE ONLY 152,803.74 None None 47,084.35 None None 17,676.59 6,982.41 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) 199,888.09 (11) 24,659.00 (12) 175,229.09 (13) 17,522.91 (14) 157,706.18 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX 1.2) 0.00 x .0 0 (15) 0.00 16. Amount of Line 14 taxable at lineal rate 157,706.18 X .0 45 (16) 7,096.78 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18). 0.00 19. Tax Due (19) 7,096.78 .............................. ....... ........ Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 100 Mt. Allen Drive CITY Mechanicsburg STATE ?A ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 354.84 Total Credits ( A + B + C ) (2) 7,096.78 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. 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 re¢luest a refund (4) 5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 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? ................................ r"-] · r~l 3. Did decedent own an "in trust for" o'r payable upon death bank account or security at his or her death? .............................................. r--1 ~l 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. 354.84 0.00 0.00 6,741.94 0.00 6,741.94 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. SIGNATUREOFPERSONRESPONSIBLEFORFILINGRETURN Janet E. Graham DATE ;. . _ ................... 2~ (''': ~/"~f~/'~'--' Carlisle, PA 17013 SIGNATURE[.~F PREPARER OTHER THAN REPRESENTATIVE IRWIN McKNIGHT & HUGHES DATE ~,-/ '.? i) "-) ~ 60 West Pomfret Street u,/,//~} surviving spouse is 3%'~P.S. 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net value of tran~em 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 statuto~ requirements for disclosure of assets and filing a tax return are still applicable even ~ the surviving spouse is the only beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-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 tran~ers 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-~) REV- 1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Catharine E. Hock SS# 191-36-5373 01/06/2003 21-03-0117 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 1,886.792 shares Prudential Financial - Government 9.31 17,566.03 Income, Class A 2 2,424.563 shares Prudential Investments - National 15.70 38,065.64 Municipals Class A 3 2,906.977 shares Pursell Associates Inc. - American 10.40 30,232.56 High Income Trust 4 6,290.571 shares Pursell Associates Inc. Lord Abbett 7.41 46,613.13 High Yield Fund 5 $20,000 Pursell Associates Inc. GMAC Smart Notes 101.325 20,265.00 5.1~, 12/15/2004 Accrued interest on item 5 to date of death 61.38 TOTAL(Alsoenteronline2, Recap~ulation) 152,803.74 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ITEM NUMBER DESCRIPTION M&T Bank, checking account Pursell Associates Inc. cash account TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15~8 EX (Rev. 1-97) VALUE AT DATE OF DEATH 5,349.75 41,734.60 $ 47,084.35 Cathartne E. Hock SS# 191-36-5373 01/06/2003 21-03-0117 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 be disclosed on Schedule F. REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Catharine E. Hock SS# SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 191-36-5373 01/06/2003 Debts of decedent must be reported on Schedule I. ITEM NUMBER 1 2 3 FILE NUMBER 21-03-0117 DESCRIPTION FUNERAL EXPENSES: Hoffman-Roth Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Register of Wills Tax Return Preparer's Fees OtherAdmini~rativeCos~ Cumberland Law Journal - estate notice publication Register of Wills - filing fee The Sentinel Legal - estate notice publication TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 7,464.90 9,745.00 268.00 75.00 25.00 98.69 17,676.59 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-151Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Catharine E. Hock SS# SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 191-36-5373 01/06/2003 FILE NUMBER 21-03-0117 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION on 01/07/03 1 2 3 4 5 Check #3274 cleared bank Messiah Village PA Department of Revenue, 2002 income tax due Patricia A. Rosendale CPA - final income tax Pharmerica prep. TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. AMOUNT 13.88 6,191.65 369.00 95.00 312.88 $ 6,982.41 Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Catharine E. Hock SS~/ 191-36-5373 SCHEDULE J BENEFICIARIES 01/06/2003 NUMBER 3 4 5 II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers uuder Ss. 91 l~a×l.Z)] Janet E. Graham 639 Alexander Spring Road Carlisle, PA 17013 Clark A. Hock 203 E. Seminary Street Mercersburg, PA 17236 Kenneth R. Hock 265 Georgetown Road Gardners, PA 17324 Marian F. Hock 165 E. Penn Street Carlisle, PA 17013 Maynard E. Hock 95 S. High Street Newville, PA 17241 CONTINUED . RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Son Son Daughter-in-Law Grandson FILE NUMBER 21-03-0117 AMOUNT OR SHARE OF ESTATE 15% of remainder 15% of remainder 15% of remainder 1/4 of 15% 1/4 of 15% ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Brethren In Christ Church-World Mission Prog. 431 Grantham Road Grantham, PA 17027 Brethren In Christ Church 1155 Walnut Bottom Road Carlisle, PA 17013 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 5% of remainder 5% of remainder $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 20(30 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Estate of: Catharine E. Hock Soc Sec #: 191-36-5373 Date of Death: 01/06/2003 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary Relationship Amount or Share of Estate Merle E. Hock 7087 Mike Wood Blvd. Conneaut Lake, PA 16316 Michael E. Hock 134 W. Willow St., Apt. E Carlisle, PA 17013 Delores McGuire Apollo Street, San Ignacio Belize, Central America A. Florence Miller 24 Amber Lane Iowa City, IA 52240 Grandson Grandson daughter Daughter 1/4 of 15% 1/4 of 15% 15% of remainder 15% of remainder I, CATHARINE E. HOCK, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking any and all wills heretofore made by me. 1. I direct my executrices to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executrices to sell any realty owned by me at my death, at either.public or private sale, and to give good and sufficient deeds therefore, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate as follows: (a) Any personal property in my home may be taken by any child at its appraised value and if more than one wants a particular item, the procedures of distribution are to be worked out by my executrices, and all the rest, residue and remainder as follows: (b) 5% thereof to the World Mission Program of the Brethren in Christ Church, (c) 5% thereof to the Brethren in Christ Church of Carlisle, Pennsylvania, (d) 1§% thereof to Florence Miller, living at the time of my death, to her spouse, and children, share and share alike, and if she is not if not remarried (e) 15% thereof to Clark Hock, and if he is not living at the time of my death, to his spouse, if not remarried and children, share and share alike, (f) 15% thereof to Kenneth Hock, and if he is not. living at the· time of my death, to his spouse, if not remarried and children, share and share alike, (g) 15% thereof'to Janet Graham, at the time of my death, to her spouse, children, share and share alike. and if she is not living if not remarried and (h) 15% thereof to Delores Mellott, and if she is not living at the time of my death, to her spouse, if not remarried and children, share and share alike, (i) 15% thereof to the spouse and children of my deceased son, Melvin E. Hock; i.e. Marian Hock, if not remarried and Maynard Hock, Merle Hock and Michael Hock, share and share alike, (j) If any spouse of a deceased child has remarried, their share shall go to their children, share and share alike. to be bond. I nominate and appoint Janet Graham and Delores Mellott the executrices of my estate, they are to serve without 5. I hereby suggest that my personal representatives retain the services of Irwin, Irwin & McKnight, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this q~ day of May, 1991. .~& ~.~.~~' ~:~c~'" ~ (SEAL) CATHARINE E. HOCK Signed, sealed, published and declared by Catharine E. Hock, the testatrix above named, as and for her last will and testament, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGEMENT AND AFFIDAVIT WE, RICE, signed hereby signed CATHARINE E. HOCK, BETZI A. MORRISON and JEAN M. the testatrix and witnesses respectively, whose names are to the foregoing instrument, being first duly sworn, do declare to the undersigned authority that the testatrix 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 purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that tQ the best of their knowledge the testatrix was, at that time, eighteen years, of age or older', of sound mind and under no constraint or undue. influence. CATHARINE E. HOCK STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Subscribed, sworn to and acknowledged before me by CATHARINE E. HOCK, the testatrix, and subscribed and sworn to before me by BETZI 4' day of May, A. MORRISON and JEAN M. RICE, witnesses, this 1991. Prudential Financial Roger B. Irwin Irwin, McKnight, & Hughes Prudential Investments Prudantial Mutual Fund SeP/ices LLC P O Box 8098 Philadelphia, PA 19101 (800) 225-1852 www.prudential.com Shareholder: Catharine E. Hock Account Numbers: 04500405325 04500405326 January 22, 2003 Dear Roger B, Irwin: I am writing to you in reference to a recent telephone inquiry regarding the Prudential mutual fund accounts listed above.. As of January 6, 2003, the values of the accounts are as follows: Fund Name Acct Number Shares Share Price Value National 04500405325 2,424.563 $15.70 $38,065.64 Municipals, Class A Government 04500405326 1,886.792 $9.3~ $17,566.~)3 Income, Class A The account balance js determined by multiplying the total number of shares in the account by the Net Asset Value (price per share of the fund). Please keep in mind that the Net Asset Value of the fund fluctuates on a daily basis; therefore, the account value wil~ also fluctuate daily. The accounts are registered as individual accounts in the name of Catharine E. Hock. In order to redeem Catharine E. Hock's accounts, we require the following: A copy of a certified copy of Cathafine E. Hock's death certificate. A certified copy of the Letters of Testamentary, Administration, Small Estate Affidavit, or Short Certificate. This paperwork must appoint the executor/executrix of the estate of Cathadne E. Hock. This certification is indicated by a stamp or seal and can be obtained through the issuing authority. We accept notarization by a notary public or a certified copy filed with the court. January l6,2003 JAN 1 8 Roger B. Irwin Irwin, McKnight & Hughes 60 West Pomfret Street Carlisle, PA 17013 IRWIN, McKNtGHT & HUGHES Dear Mr. Irwin: Per you request, dated January 14, 2003, I am providing you with the date of death values of the account of Catherine E. Hock below. This account was an Individual Account with Kenneth L. Graham listed as Power of Attorney. QUANTITY DESCRIPTIOlq UNIT PRICE VALUE 2,906.977 sh American High Income Trust 10.40 30,232.56 6,290.571 sh Lord Abbett High Yield FUnd 7.41 46,613.11 20,000 GMAC Smart Notes 5.1% 12/15/2004 101.325 20,265.00 GMAC Smart Notes Accrued Interest 61.38 41,734.60 Cash 1.00 41,734.60 Total Account Value as of January 6, 2003 138,906.65 If you need any additional information, please contact me at 243-0619. Sincerely, Barbara J. Miller, Associate Pursell Associates Inc. /bjm Although the information provided above has been obtained fi'om sources believed to be reliable, there is no guarantee with respect to accuracy. 205 York Road · Carlisle, PA 17013 · (717) 243-0619 · 1-866-443-0619 · Fax (717) 243-3216 Securities are offered through Wachovia Securities Financial Network, Inc., Member NASD/SIPC Manufacturers and Traders Trust Company, 1100 Wehrte Drive, P.O. Box 767, Buffalo, NY 14240-0767 February l0,2003 Estate Search The Estate of: Date of Death (D.O.D.) To Whom It May Concern: CATHARINE E HOCK 1/06/2003 Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Account Number Account Title Type Opening Branch D.O.D. Balances (Includes Accr. Int.) CHK 611891 CATHARINE E HOCK 4345 $5349.75 $.00 OPENED 11/81 KENNETH GRAHAM POA Accrued Interest 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION Aut~"~ze~l ~ignature DATE: COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Janet E. Graham being duly sworn according to law, deposes and says fhaf she is the Executrix of the Estate of Catharine E. Hock late of the Borough p_~_.Carli_sle ....... , Cumberland County, Pa., deceased and fhaf fha wlfh~n is an inventory made by Janet E. Graham , the said Executrix of the enHre estate of said decedent, consisting of all fha personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that fha figures opposite each item of the Inventory represent it's fair value as of fha date of decedenf's death. Sworn and subscribed before me, J r°. _ .. Sion ~xp~ Aug, 14 ~ Date of Death 0~~~ ~l/anet E. Gr~-~am, Executrix 639 Alexander Spring Road Carlisle, PA 17013 Address O1 2003 Day Month Year INSTRUCTIONS An inventory must be filed within three months after appointment of personal repre.senfaHve. 2. A supplement inventory must be filed wifhln thirty days of d~scovery of additional a'sSefs. 3. Additional sheets may be attached as fo personalty or realty 4. See Arflcle IV, Fiduciaries Act of 1949. , o Inventory of the real and personal estate of CATHARINE E. HOCK deceased 1. 1,886.792 shares Prudential Financial - Government Income, Class A ...... 2. 2,424.563 shares Prudential Investments - National Municipals, Class A. . . 3. 2,906.977 shares Pursell Associates, Inc. - American High Income Trust .... 4. 6,290.571 shares Pursell Associates, Inc. - Lord Abbett High Yield Fund . 5. $20,000 ~ursell Associates Inc. - GMAC Smart Notes, 5.1%, 12/15/2004 ..... Accrued interest on Item 5 to date of death ................. 6. M&T Bank - Checking Account ......................... 7. Pursell Associates, Inc. - Cash Account ................... 17,566 38,065 30,232 46,613 20,265 61 5,349 41,734 199,888 03 64 56 13 00 38 75 60 O9 BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 ROGER B IRWIN ESQ IRWIN ETAL 60 W POHFRET ST CARLISLE CONHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ,,~: ..... DATE ESTATE OF' DATE OF DEATH '03 MAY 23 ~10:28 FZLE NU.BER COUNTY ACN 05-19-200:3 HOCK 01-06-200:3 21 0:3-0117 CUMBERLAND 101 REV-25q7 EX AFP C01-03) CATHARINE E Amoun'l: Rom~.'l:%od I HAKE CHECK PAYABLE AND RENTT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:3 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~,~ REV-1547 EX AFP (01-03} NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF HOCK CATHARINE E FILE NO. 21 0:3-0117 ACN 101 DATE 05-19-200:3 TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED RES~RYATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es%a%e (Schedule A) (1) 2. S%ocks and Bonds (Schedule B) (2) 3. Closely Held S%ock/Par%nership In%ares% (Schedule C) (3) (+. Mot%gages/No%es Rece/vable (Schedule D) (~) S. Cash/Bank Deposi%s/M/sc. Personal Propor~y (Schedule E) (5) 6. Jo/n~ly Owned Proper%y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To%al Asse%s APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Exponsos/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Dob%s/Hor%gage Liab/1/%/os/L/ens (Schedule 1) (10) 11. To%al Dmduc%/ons 12. Ne% Value of Tax Re%urn 152~805.7~ .00 ~7;08q.$5 .00 .00 NOTE: To insure proper cred/~ %0 your accoun%, subm/~ %ho upper portion .00 of %his form wi~h your %ax paymen%. .00 (8) 17,676.59 13. NOTE: 199,888.09 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (1.6) .00 X O0 = .00 (16) 157,706.18 X Oq5= 7,096.78 (17) .00 X 12 = .00 (18) .00 x 15 = .00 (19)= 7,096.78 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ASSESSNENT OF TAX: 15. Amoun% of L/ne 1(~ a% Spousal ra%e 16. Amoun% of L/ne 1~ %axablo a% Lineal/Class A ra%e 17. Amoun% of Line 1~. a% Sibl'ing re%e 18. Amoun~ of L/no 1~ %axable a% Colla%eral/Class B ra%e 19. Princlpal Tax Due TAX CREDITS: PAYMEN1 R[CETpT DISCOUNT (+J DATE NUMBER INTEREST/PEN PATD (-) 0~-0~-2005 CD002598 :35~ .8~ 7,096.78 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) Char/%able/Governmen%al Bequests; Non-elec%ed 911:5 Trus%s (Schedule J) (13) 17,522.91 Ne~: Value of Es%m%e Subjec% %o Tax (lq) 157,706.I8 Tf an assessment ~as lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 .111 reflect flgures that include the total of ALL returns assessed to date. 6,98Z.R1 (11) 2~.~59.00 (12) 175,229.09 RESERVATION: Estates of decedents dying on or before December 11, 1981 -- 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 Coeaoneealth hereby expressly reserves the right to appraise and assess transfer InheritanceTexes et the lawful Class B (collateral) rata on any such future interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (71 P.S. Section 9140). Detach the top port[on of this Notice and submit mith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, ehich mas not requested on the Tax Return, may be requested by completing an 'Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-561-Z050; services for taxpayers with special hearing and / ar speaking needs: 1-800-~7-5020 (TT only). Any party in interest not satisfied eith the appraisement, allowance, or disalloeance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281011, Harrisburg, PA 17128-1011, OR --election to hove 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 Zndividual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Res[dent Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (El) discount of the tax paid is allooad. The 1SI 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 one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .g0016~. All taxes which became delinquent on and after January 1, 1981 mill 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 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 91 .OOOZ~7 1999 71 .O0019Z 1985 161 .000438 1988-1991 llZ .OO0301 ZOOO 8X .OOOZ19 1984 llZ .000301 1991 91 .O00Z~7 ZOOl 91 .0002~7 1985 131 .000356 1993-199~ 71 .000192 2002 61 .O0016~ 1986 IOZ .000274 1995-1998 9Z .0002~7 2005 51 .000137 --Interest is calculated es folloes: INTEREST = BALANCE OF TAX UNPAID X NUHBER 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. Tf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: CATHARINE E. HOCK Date of Death: JANUARY 6, 2003 No. 21-03-0117 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: X 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: a. Did the personal representative file a final account with the Court? ~ Yes X 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? X Yes No do Date: 12/19/03 Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Signature /j IRWIN & M_gKNIGHT Roger B. Irwin, Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle, PA 17013 City, State, Zip (717) 249-2353 Telephone Number Capacity: X Personal Representative Counsel for Personal Representative