HomeMy WebLinkAbout03-0122PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ELIZABETH G. HOCKENBERRY No.
also known as To:
, Deceased.
Social Security No.
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/am 18 years of age or older an the executrix
in the last will of the above decedent, dated SEPTEMBER 19, 1985
and codicil(s) dated NONE
Register of Wills for the
County of CUMBERLAND
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h er last family or principal residence at 4905 E. TRINDLE ROAD, HAMPDEN TOWHSHIP
PENNSYLVANIA
(list street, number and municipality)
Decedent, then 83 years of age, died 9/19102
at HARRISBURG HOSPITAL, HARRISBURG, PENNSYLVANIA
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 ajudicated
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 Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
300~000.00
0.00
NONE
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TESTAMEHTAR¥
thereon.
VIRO~NI~ M. LANI~S
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
P.O. BOM 4'/'
GREAT CACAPON WV 25422
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirm~dtal~d subscribed
~ before me this day of [ /
Q~¢ ~ _ r;~ February 2 0 0 3
Donna M. Otto, 1st Depud~gister '~1/5' L
t 7-/07L) - i/
NO. 21-2003-122
Estate of ELIZABETH G. HOGKENBERRY , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Feb ru a ry 7 t h 2 0 0 3 , 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 9l'19185
described therein be admitted to probate and filed of record as the last will of
ELIZABETH G. HOCKENBERRY
and Letters TESTAMENTARY
are hereby granted to
VIRGINIA M. LANDIS
FEES
Probate, Letters, Etc ......... $ 27(I..00
Short Certificates ( 2 ) ...... $ 6.
Renunciation ............ $
X-Pages (2) $ 6.00
JCP 10.00
TOTAL_ $
Filed..F~.b. rp..a.rX. 7.th.,.290.3. .. $.~9.2..0.0..
· Re ister of W[lls - ! ~'/,'
Donna M.Ot~o, 1st Deputy .~~/~
MURREL R. WALTERS, III, ESQUIRE
24849
ATTORNEY (Sup. Ct. I.D. No.)
54 EAST MAIN STREET
MECHANICSBURG PA 17055
ADDRESS
7t 7-697-4650
PHONE
PUT LETTERS IN ATIORNEY'S FILE IN PROTHONOTARY ON 2-7-03
his is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 8388168
No.
SHOULD R'gAD AS FOLLOWS:
Local Registrar (5/'
Date
OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
,. Elizabe.~h G. H0ckenbe.~try'- , Femal~e , 199 -- 07 -- 5835
J KIND~BUSINES~N~STRY ~SDECE~NTEVERIN J - O~CEDENT'SEDUC~I~ J ~ITAL~ATUS-Mirrmd SURVIVI~S~
4905 E. TaZnd~g Road ~ctu~ ,,.., ..... Pa .~,.
Mechandcsb~g, Pa 17055 ~
,,, Luthea J. Hamilton ,, M~9~e~ Huron
2. V~inia M. Land~ J~ P0 Box 47, Gre~ Cacapon, WV 25422
DUE
INJURY AT WORK?
,,,.
21-2003-122
LAST WILL AND TESTAMENT
21-2003-122
BE IT REMEMBERED THAT
I, ELIZABETH G. HOCKENBERRY, a resident of Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils pre-
viously made by me.
I
I declare that I am married to JAMES C. HOCKENBERRY and
that I have one (1) child, VIRGINIA M. LANDIS.
II
I direct that my debts and funeral expenses be paid as soon
after my death as is practicable by my Executor out of my residuary
estate, but not from any assets, funds, death benefits or insurance
proceeds which are otherwise excludable or exempt from my gross estate
for federal estate valuation or tax purposes.
III
I direct that all estate, succession, legacy, inheritance
or other transfer taxes, however designated that shall become payable
by reason of my death in respect of all property comprising my gross
estate for death tax purposes, whether or not such property passes
under this LAST WILL, shall be paid by my Executor out of my residu-
ary estate, but not from any assets, funds, death benefits or insur-
ance proceeds which are otherwise excludable or exempt from my gross
estate for federal ~state valuation or tax purposes.
IV
I give, devise and beqeuath all of my property, whether
real or personal, wherever situate, including any property over which
I may have a power of appointment to my husband, JAMES C. HOCKENBERRY,
provided that he survive me by thirty (30) days.
V
If my husband shall predecease or fail to survive me by
thirty (30) days, I give, devise and bequeath all of my property,
whether real or personal, wherever situate, including any property
over which I may have a power of appointment, to my daughter,
VIRGINIA M. LANDIS, per stirpes.
VI
If my husband and my daughter predecease or fail to survive
me by thirty (30) days, I give, devise and bequeath all of my property,
whether real or personal, wherever situate, including any property
over which I may have a power of appointment, to my son-in-law,
RICHARD E. LANDIS, per stirpes.
VII
I nominate, constitute and appoint my husband, JAMES C.
HOCKENBERRY, as Executor of this LAST WILL, to serve without bond.
If my husband is unable or unwilling to act in that capacity, then I
nominate, constitute and appoint my daughter, VIRGINIA M. LANDIS, as
Executrix of this LAST WILL, to serve without bond. If my daughter
is unable or unwilling to act in that capacity, then I nominate,
constitute and appoint my son-in-law, RICHARD E. LANDIS, as Executor
of this LAST WILL, to serve without bond.
IN WITNESS WHEREOF, I, ELIZABETH G. HOCKENBERRY, have set
my hand to this LAST WILL, this /~ day of~'~_~~ , 1985.
E~ZABETH G.-HOCKENBERRY ~
-2-
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
SS.
I, ELIZABETH G. HOCKENBERRY, Testatrix, whose name is signed
to the attached or foregoing instrument, 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.
EI~TZABETH G. HOCKENBERRY Q'~
HS~N~R~yf ,fiT~setda~ixan, dt~% sknOwl/ed~ed ~~ m e ~_~j~ELf_I Z~
Notarf~blic
MURREL R. WALTERS, Iit, Notary Public
[w.c.,~mc~burg, Cumberland Ca., Pa.
,,,t. ~.ommis~ion Expires November 21, 1988
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
SS.
COUNTY OF CUMBERLAND :
._ We, n.d
the wlnnesses wnose names are signed to the attached or foregoing in-'
strument being duly qualified according to law, do depose and say that
we were present and saw Testatrix sign and execute the instrument as
her LAST WILL; that ELIZABETH G. HOCKENBERRY 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 the time 18 years of age or more, of sound mind
and under no constraint or undue influence.
Sworn or affirmed to and acknowledged before me this
/ ~day of 5-'~~ ~' ~ , 1985
Notary/Public
MURREL R. WALT[RS, 111, Notary Publk~
My Commission Exp.~ - ...... ~ 2.1, 1988
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ELIZABETH G. HOCKENBERRY
Date of Death:
SEPTEMBER 19, 2002
W'dl No. Admin. No. 2103-00122
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on February 10, 2003.
Name Address
Virginia M. Landis P.O. Box 47
Great Cacapon, WV 25422
Notice has now been given to all persons entided therg~o~ under/Rule ia)
except:
Date: February 10, 2003
Murrel R. Walters, III, Esquire
54 East Main Street
Mechanicsburg, PA 17055
(717) 697-4650
Capacity:
Personal Representative
X Counsel for personal representative
REV-1500 EX + (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HOCKENBERRY! ELIZABETH G.
DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year)
O91`19/2OO2 I `1 O/25/`19'18
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
2 '1 -0 3
0 I 2 2
COUNTY CGOE YEAR NUMBER
SOCIAL SECURITY NUMBER
'1 9 9- 0 7- 5 8 3 5
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIALSECURITYNUMBER
[~1. Odginal Retum
O4. Limited Estate
[~-16. Decedent Died Testate (Attach copy of Will)
D9. Litigation Proceeds Received
D2. Supplemental Retum
D4a. Future Intamst Compromise (data of death after 12-12-82)
F~7. Decedent Maintained a Living Trust (Attach copy of Trust)
O10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
r'~ 3. Remainder Return (data of death prior to 12-13-82)
O5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
D11. Election to tax under Sec. 9113(A) (Altach Sch O)
THIS SECTION MUST BE COMPLy- I~-D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MURREL R. WALTERS III ESQ
FIRM NAME (If Applicable)
TELEPHONE NUMBER
7t 7/697~650
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ 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)
54 EAST MAIN STREET
MECHANICSBURG
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
"-'-' OFF.'~I~iUSE ONLY
14500.94
157~948.41
r---
Z
(8)
3~OO3.OO
844.15
(11)
176t543.45
3;847.15
(12)
(13)
172;696.30
(14)
172;696.30
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at He spousal tax rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
X (15)
172~696.30 X .O45 (16)
X .12 (17)
X .15 (18)
(19)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
7;771.33
7;771.33
Decedent's Complete Address:
STREETADDRESS
4905 EAST TRINDLE ROAD
CITY ·
MECHANICSBURG
STATE
PA
IZIP
7050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
InterestJPenalty if applicable
D. Interest
E. Penalty
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
(3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DIJE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
7~771.33
7~771.33
7;771.33
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 dght 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 alter December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?. .............................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under p~qa~'uas of perjury, I declare that I have exai~ir,~ this return, including accompanying schedules and statements, and to the best of my ~owledge and betlef, it is true, con'ect and complete.
Declaration of preparer other than the pemonal represeatative is based on all infa'mation of which preparer has any knowledge.
SIGNATURE OF, PERSON RESPONSIBLE FOR FILING//~RET'~RN ,-~ DATE
ADDRESS VlI~INI~ M.,J.ANDII~'
/ ~/~' "q~/~47~//~E~CACAPO N WV ~-_~4._~2
SIGNATURE y~O~ESENTATIVE DATE
ADDRESS
MUR~EL R. WALTERS III ESQ
54 EAST MAIN STREET; MECHANICSBURG
PA t7055
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. {}9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
HOCKENBERRY. ELIZABETH (~,
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 03 0122
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. t 5~500.94
SBC COMMUNICATIONS
663 SHARES 0 23.38
TOTAL (Also enter on line 2, Recapitulation) $
15;500.9A
(if more space is needed, insert additional sheets of the same size)
REV-1508 EX * (1-97} j~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
HOCKENBERRY. ELIZABETH G. 21 03 0122
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sun~ivorshlp must be disclosed on Schedule F,
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 3,094.'10
FIRST UNION
CHECKING ACCOUNT
TOTAL (Also enter on line 5, Recapitulation) $ 3~094.'1 n
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX * (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
HOCKENBERRY. ELIZABETH G. 21
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
03 0122
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. VIRGINIA M. LANDIS P.O.BOX 47 DAUGHTER
GREAT CACAPON, WV 25422
JOINTLY-OWNED PROPERTY:
Lc I ~ ~-~ DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT dee:l fa'jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERE.c
1. A. 1999 WACHOVIA SECURITIES ACCOUNT 315,896.81 50. 157,948.4t
TOTAL (Also enter on line 6, Recapitulation) $
....... 157~948.41
(If more space is needed, insert additional sheets of the same size)
REV-1511EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
HOCKENBERRY. ELIZABETH (~,
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 03
0122
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. CREMATION SOCIETY
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
Year(s) Commission Paid:
Attomey Fees MURREL R. WALTERS III ESQ.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY
Accountant's Fees
Tax Retum Preparer's Fees
133.00
2,520.00
350.00
TOTAL (Also enter on line 9, Recapitulation) $
3~003.00
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOCKENBERRY. ELIZABETH G.
SCHEDULEI
DEBTS OF DECEDENT,
· MORTGAGE LIABILITIES,& LIENS
FILE NUMBER
21 03
0122
Include unreimbursed medical expenses·
ITEM
NUMBER DESCRIPTION AMOUNT
1. 812.00
PINNACLE HEALTH
MEDICAL
HAMPDEN TOWNSHIP AMBULANCE
32.15
TOTAL (Also enter on line 10, Recapitulation) $ 844.15
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX +
COMMONWEALTH OF PENNSYLVANIA
, INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
HOCKEh BERRY. ELIZABETH G.
NUMBER
[.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
VIRGINIA M. LANDIS
P.O.BOX 47
GREAT CACAPON, WV 25422
FILE NUMBER
21 03
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
DAUGHTER
0122
AMOUNT OR SHARE
OF ESTATE
lOO%
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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.
CD
REV-1162 EX(11-96)
002705
WALTERS MURREL R III ESQUIRE
54 E MAIN STREET
MECHANICSBURG, PA 17055
........ fold
ESTATE INFORMATION: SSN: 199-07-5835
FILE NUMBER: 2103-01 22
DECEDENT NAME: HOCKENBERRY ELIZABETH G
DATE OF PAYMENT: 06/1 9/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/1 9/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $7,771.33
TOTAL AMOUNT PAID:
$7,771.33
REMARKS: VIRGINIA LANDIS
C/O MURREL R WALTERS III ESQ.
SEAL
CHECK//1005
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
UREAU OF 'rNDZVZDUAL TAXES
ZNHER'rTANCE TAX DI'VTSZON
DEPT. 280601
HARR/SBURG,, PA 17128-0601
COHMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'O3
MURREL R WALTERS III ESQ
5q E MAIN ST
MECHANICSBURG PA 17~65i
NOTICE OF ZNHERZTANCE TAX
APPRAISEMENT, ALLO#ANCE OR DTSALLO#ANCE
OF DEDUCTTONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
,,_ILJL 28 ~? '':'[ FTLE NUMBER
' '~ COUNTY
ACN
07-28-Z00:5
HOCKENBERRY
09-19-2002
21 0:5-0122
CUMBERLAND
REV-IS4? EX RFP (01-03)
ELIZABETH G
Amount Ram/fred
i
HAKE CHECK PAYABLE AND REM'rT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THIS L'rNE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS *~
REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR D'rSALLOWANCE OF DEDUCT'rONS AND ASSESSMENT OF TAX
ESTATE OF HOCKENBERRY ELIZABETH GFZLE NO. 21 0:5-0122 ACN 101 DATE 07-28-200:5
TAX RETURN gAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE ZNTEREST- SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership /ntarast (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits~M/sc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTZONS:
9. Funeral Expansas/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Dabts/Hortgaga Liabil/tias/Liens (Schedule Z) (10)
11. Total Deduct/ons
12. Net Value of Tax Return
O0
15/500.9q
O0
O0
:5/09q.10
157z9~8.~1
O0
(8)
:5,00:5.00
(11)
(12)
13.
NOTE:
Char/table/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15)
Net Value of Estate Subject to Tax (lq)
Zf an assesseent was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Aeount of Line lq at Spousal rate
16. Aeount of Line lq taxable at Lineal/Class A rate
17. Amount of L/ne lq at S/bl/ng rate
18. Amount of L/ne lq taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEZPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
06-19-2005 CD002705 .00
NOTE: To insure proper
credit to your account,
subEit the upper port/on
of this fore w/th your
tax payment.
176,5q:5. q5
3.8~7.15
172,696.$0
ZF PAID AFTER DATE /NDZCATED, SEE REVERSE
FOR CALCULATION OF ADDZT/ONAL INTEREST.
.00
172,696.:50
18 and 19 #ill
(15) .00 x O0 = .00
(16) 172,696.:50 x Oq5= 7,771.$$
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(19)= 7,771 .:5:5
AMOUNT PAID
7,771
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT lS REQUZRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December 12, 1981 -- if any future interest in fha estate is transfarred
in possassion or enjoyment to Class B (collateral) benaficiarias of the decedent after the expiration of any estate for
lifo or for years, tho Coeaon.eaith hereby axpressly reserves the right to appraise and assess transfar Inheritance Taxes
at the laeful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND CCR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST=
To ~ulfill tha requirements of Section 11¢0 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515)o Applications ara available at the Office
of the Register of Hills, any of the ZS Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-S6Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: 1-800-¢¢7-$010 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disellowanca of deductions, or assassment
of tax (including discount or interest) as sho~n on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--written protest to tha PA Oepartaant of Revanue, Board of Appeals, Dept. 281021, Harrisburg, PA 17118-1011, OR
--election to have the matter determined at audit of tha account of the personal represantative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assassaent should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601
Phone [717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Dacaden~' (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of tha tax and interest assessed, and not
paid be~ore January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
panalty is appealable in the same manner and in the the same time period as you would appeal tha tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of
six (61) percent par annum calculated at a daily rate of .00016¢. All taxes which became delinquent on and after
January l, 1981 will bear interest at a rate which Hill vary free calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZOOS are:
Interest Daily Intarest Daily Intarest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 ZOZ .000S¢8 1987 91 .000247 1999 71 .000192
198S 16X .000~58 1988-1991 llZ .000501 2000 81 .000219
198¢ 111 .000301 1991 91 .0002¢7 2001 91 .0001¢7
1985 I$Z .000S56 1993-199¢ 7Z .000192 2002 61 .00016~
1986 101 .00027¢ 1995-1998 91 .0002¢7 200~ 5Z .0001S7
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquant will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made altar the interest computation date sheen on the
Notice, additional interest must be calculated.
cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA 17055
]RE: Estate of HOCKENBERRY ELIZABETH G
File Number: 2003-00122
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 9/19/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
REGISTER OF WILLS
cc:
File
Personal Representative(s)
Judge
Pl~EASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
TltE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UXlTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
N ~me of Decedent: ELIZABETH G. HOCKENBERRY
D ~te of Death: 9/19/02
E~,;tate No.:
2003-00122
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with
re ~pect to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes --.X No
If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(date)
o
If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No. X
Bo
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C.i
Do
Date: Auk. st 5, 2004
Did the personal representative state an account informally to the parties in
interest: Yes __X__ No /~
Copies of receipts, releases, joinders and approvals ofform~fl/orinformal
accounts may be fried with the Clerk of the~Orphan~/Cou/t ~tnd may be
attached to this report. . // ~ / / /
Capacity:
MURREL R. WALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
717-697-4650
X
Personal Representative
__ Counsel for Personal Representative