HomeMy WebLinkAbout01-0783
PETITION FOR PROBATE and GRANT OF LETTERS
~\- D\-183
Estate of Robert D. Hockenberry
~'iamlWlY-iNi
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 204-03-5372 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(x), who is1bmc 18 years of age or older an the execut r; x
in the last will of the above decedent, dated August IS r 1986
and codicil(6l: dated 0("' 1" n h p r h) 1 q q ':\
Laura J. Hockenberry predec.eal';ed hf'r hlll';h;md, Rnhpr1" n
May IS, 1994.
named
"Ji:~
Hn("'kpnhprry nn
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberl and County, Pennsylvania, with
h il'; last family or principal residence at 442 Walnut Bottom Road. Carlisle. PA..
(list street, number and muncipality)
Decendent, then 95 years of age, died .Iul y I') r 200 1 ~i&
at Thornwald Home. Cumberland County. Carlisle PA 17013
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: None
Decendent 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: None
$ 8,000.00
$
$
$
WHEREFORE, petitioner(x) respectfully request(s) the probate of the last will and codicil~)
presented herewith and the grant of letters testamentary
(testamentary; administration c.I.a.; administration d.b.n.c.t.a.)
theron.
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Patricia E. Moore .
35 West Broadway
Gettysburg, PA 17325
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF ADAMS
The petitioner(ls) 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~) and that as personal represen-
tative66) of the above decedent petitioner(;l) will well an~tru~ ~d~inister the estate according to law.
Sworn to or affirmed and subscribed { ~~"h7/& F;ttJ-~ ~
b re me this /,,~ day of Patricia E. Moore '-'~.
JI~ 2001 ~
- l::
~
J!'). Register ~
\\- Q - ~
No. 21 - 01 - 783
Estate of
Robert D. Hockenberry
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 22, :J~ 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated August IS. 1986 and October 6, 1993.
described therein be admitted to probate and filed of record as the last will of Robert D.
Hockenberry
and Letters Testamentary
are hereby granted to Patricia E. Moore
~'o(J. fiL~DAL(1~~
Register of Wills
MARY CLEWIS
FEES
Probate, Letters, Etc. ......... $ 40.00
Short Certificates( 2) . . . . . . . . .. $ 6.00
~BYe?~tion ................ $ 10.50
X-Page $ 3.00
J~P TOTAL - $~ 5.00
Filed ...... A.U.GUSJ. .22,. 2.Q01.. . .~~'.~.
Chester G. Schultz - 15210
ATTORNEY (Sup. Ct. 1.0. No.)
145 Baltimore St., Gettysburg, PA 17325
ADDRESS
717-337-2202
PHONE
Mailed letters to Executrix on 8-22-01
WARNING: !T IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
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DE ~:l M~ Nr , I ~I ,/; l ') II
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CERT. NO. T 4 8 7 4191
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7-18-2001
Date of Issue of ThiS Certification
Name of Decedent
Robert
o .
..___ ________!l 0 c ken b e rr y
I
- ._-_..._-~._._--_.-_.,-----_.._- -----------------.,-
Fr
Sex__n._.~~~.e_____ Socml Security No. _~~~:_0_~-:5372_ _._
Date of Blrth~I?E~~!_,__!.~g~_n_ Birthplace _____ BellwolJ~'
_ __ __ Date of Death _Un 7 -15 - 2 001
PA
Place of Death
Thornwald Home
Cumberland
Carlisle
Pennsylvania
, I::,iltv!\jar
r~'IV, e"rcdlejll l:.Jwn.-,rl:p
Race__~_~~~~_____m Occupation ___~~~..c:J~~__ T e _a..~_~ e r
. Decedent's
Marital Status~ld_l:)_~________ Mailing Address 4;,~ Walnu_~~~:,tom _.Road
Armed Forces? (Yes or No)
Yes
Carlisle
PA 17013
(>t
:my'
Stale
Informant_P~tI'_~~_~~.~_.._._~~_~_~________ Funeral Director__J_ames F. Ni~!.~~_
Name and Address 01
Funeral Establishment__N i cJs.~..!.._'=-~ n e ~~~J:l.9.!1__~_~~_y~~~_.!e, P A 170 4 7~.____
Part I
Immediate Cause
Interval Between
Onset and Death
(a) ..
ASHD
Unknown
(b)_
I
---r-
(c)
Part II:
(d) ..__ ____._____._________________________
Other Significant Conditions
----~r--
Manner of Death
Describe how injury occurred:
Natural
Accident
-XIX
Homicide
Pencling Investigation
Coulcl not be Determined
o
Suicide
Name and Title of Certfler __
Address
M.n
(MD., D.O., Coroner, ME)
. _fl 5 0 W a In u t Bot t 0 m__R 0 a d ...._G.a r 1 is Ie , P .A__1Z__Q13_ ______
George P. Branscum .Jr.
ThiS IS to certify that the information here given is correctly copied from an orig!nai cErtificate
of death duly filed with me as Local Registrar The original certificate will be forwarded to the
State Vital Recoros Ottlce for permanent flllng~da#:i~;L(;2,~~ ,,~,~,:455
7-17-2001 ~ Barnett St., New Bloomfield, PA 17068
-_._._-_.._..~_.__._-_.__..~-----_.- --_..._----~---_._._._------
rOWIlS:~iP
LAST WILL AND TESTAMENT
OF
ROBERT D. HOCKENBERRY
I, ROBERT D. HOCKENBERRY, of 102 East Middle Street, Gettys-
burg, Adams County, Pennsylvania, being of sound and disposing
mind, memory, and understanding, do hereby make, publish, and
declare this my Last Will and Testament, hereby expressly revoking
all other writings in nature testamentary by me at any time here-
tofore made.
FIRST:
I direct that all my debts and funeral expenses be
paid as soon after my decease as may be practicable.
SECOND:
I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD:
I hereby give, bequeath and devise all the rest and
residue of my estate and property, real, personal and mixed, of
whatsoever nature and wheresoever situated, of which I may die
seised or possessed or to which I may be entitled or of which I
may have the right to dispose at the time of my death, absolutely
and in fee simple to my Wife, Laura J. Hockenberry, if she is living
at the time of my death.
FOURTH:
In the event that my Wife is not living at the time
of my death, or in the event that she and I shall die simultaneously,
~~~AL)
ROBERT D. HOCKENBERRY
PAGE ONE OF TWO
then I give, bequeath and devise all my property as follows:
(a) The sum of FIVE HUNDRED DOLLARS ($500.00) to the East
Waterford, PA Cemetery Association, for the perpetual care of the
cemetery lot of my Parents, Robert Bruce Hockenberry and Lottie J.
Hockenberry.
(b) The sum of FIVE HUNDRED DOLLARS ($500.00) to the Blain
Cemetery Association, for the perpetual care of my cemetery lot.
(c) The sum of ONE THOUSAND DOLLARS ($1,000.00) to the
Blain Methodist Church, Blain, PA, in memory of my Mother-in-law,
Mrs. Blanche Johnson, to be used for general church purposes.
(d) The sum of ONE THOUSAND DOLLARS ($1,000.00) to the
Tressler Memorial Lutheran Church, Loysville, PA, to be used for
general church purposes.
(e) The rest and residue of my estate to my Niece, patricia
E. Moore of 106 East Middle Street, Gettysburg, PA 17325.
FIFTH: I hereby appoint my Wife, Laura J. Hockenberry and
my Niece, patricia E. Moore, as Executrices of this, my Last Will
and Testament, and I direct that they shall not be required to give
bond or other security in any jurisdiction wherein proceedings may
be held in connection with my estate.
IN WITNESS WHEREOF, I Have hereunto set my hand and seal this
15th day of August, 1986.
WITNF;:SS:
~/vo-L'p(
1",-, Qj.v~ ~ j) ~EAL)
ROBERT D. HOCKENBERRY
PAGE TWO OF TWO
. .~
FIRST CODICIL TO LAST WILL AND TESTAMENT
OF ROBERT D. HOCKENBERRY
I, Robert D. Hockenberry, of the Borough of Gettysburg, Adams County,
Pennsylvania, do hereby make, publish and declare this to be the First
Codicil to my Last Will and Testament dated August 15, 1986.
Item 1: I hereby rescind subparagraph (e) of Item FOURTH
of my Last Will and Testament, and in its place, subparagraph
(e) shall read as follows:
"(e) The rest, residue and remainder of my estate to my
nephew, Stanley K. Emlet and his wife, Phyllis C. Emlet, as
tenants of an estate by the entireties, who presently reside at
3 Meadow View Road, Dillsburg, Pennsylvania 17019, or to the
survivor of them if one of them predeceases me, and if both
predecease me, then to the issue of my nephew per stirpes."
Item 2: In all other respects, I hereby ratify, confirm
and republish my Last Will and Testament dated August 15, 1986,
together with this First Codicil as and for my Last Will and
Testament.
IN WITNESS WHEREOF, I, Robert D. Hockenberry, the testator, have to this
First Codicil to my Last Will and Testament, subscribed my name this &'~
day of ~
, One thousand nine hundred and ninety-three
(1993) .
IC..r-td .0, ~EAL)
Robert D. Hockenberry
Signed, sealed, published and declared
by the Testator, Robert D. Hockenberry,
as and for the First Codicil to his Last
Will and Testament dated August 15, 1986,
in the presence of us, who, at his request,
in his presence, and in the presence of each
other, have hereunto subscribed our names as
witnesses.
~Qnn~ " ~~.h~r)1~
~~.M.~
Page I of Codicil dated (0- 1;-
, 1993.
.
21 - 01 - 783
REGISTER OF WILLS OF ADAMS COUNTY
OATH OF SUBSCRIBING WITNESS
Sherri L. Sensabaugh and Debra M. Hoffman
codicil
(each) a subscribing witness to the "<<ilk presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that rnpy lJPrp present and saw
Robert D. Hockenberry
~~~~uJWi~~~
the testat or , sign the same and that they each signed as a witness at the
request of testat~ in h is presence and (in the presence of each other) (:iax~D}(kts:
~;~
Sherri L. Sensab(Ff~e)
3633 Senft Rd.. Taney town. MD 21787
dress)
Sworn to or affirmed and subscribed before
me this /.~ .1;;(, day of
/7J<tn.o> -/.-. t!):~ I
~,f_;:: ~ ~ ~.~J
f!L) or d ., egister
ame)
155 Cavalry Field Rd.. Gettysburg, PA 17325
(Address)
REGISTER OF WILLS OF ADAMS COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Sherri L. Sensabaugh and Debra M. Hoffman
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Robert D. Hockenberry ,
~~
will
that
they each
presented herewith and
GtOttid
believeStthe signature on the will is in the handwriting of
testat or
of ~x~xichcc~(lfimRJ:X~~:Kxba) the
Robert D. Hockenberry.
to the best of their knowledge and belief. ~
Sworn to or affirmed and subscribed before &u ~~
me this /;;- d. day of Sherri L. SensabaWfcJm
nL'1'.LAO.f-: ~ ~,,/ 3633 Senft Rd., Taney town, MD 21787
. fo.f?-".,/A?( ~... -.J (Address)
1LP'fC'~ Register 155 Cavalry Field Rd.. Gettysburg. PA 17325
r Debra M. HOffma~n am~
I~ /-1.W~_
'Address)
REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 000374
RECEIVED FROM:
SCHULTZ CHESTER G ESQ
145 BALTIMORE STREET
GETTYSBURG, PA 17325
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------- fold
101
$3,241.00
ESTATE INFORMATION: SSN: 204-03-5372
FILE NUMBER: 21-2001- 0783
DECEDENT NAME: HOCKENBERRY ROBERT D
DATE OF PAYMENT: 10/11/2001
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/15/2001
TOTAL AMOUNT PAID:
$3,241.00
REMARKS: PHYLLIS C EMLET
CIO CHESTER G SCHULTZ ESQUIRE
CHECK#136
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
SEAL
REGISTER OF WILLS
-
~
-.--'
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Robert D. Hockenberry
Date of Death:
July 15, 2001
Will No.
2001-00783
Admin. No.
2001-00783
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 October 11, 2001
Address
Name
East Waterford Ceretery Association - Harry Clark, Treasurer, East Waterford, PA 17021
Blain Ceretery Association - Riley Neidigh, Treasurer, P. O. Box 128, Blain, PA 17006
Blain United ~thodist Church - Virginia Frazer, Treasurer, R.D. 1, P. O. Box 16:lt\, Loysville, PA 17047
Tressler Merrorial Lutheran Church - The Rev. Donald March, loysville, PA 17047
Stanley K. anlet and Phyllis C. anlet - 3 MeadawviewDrive, Dillsburg, PA 17019-8710
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except n/a
Date:
October 11,2001
S;gno~f8,~
Name
Chester. G. Schultz, Esq.
Address
145 Baltimore Street
Gettysburg, PA 17325
Telephone (117) 337-2202
Capacity: _ Personal Representative
~Counsel for personal representative
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Robert D. Hockenberry
Date of Death:
July 15, 2001
2101-0783
Admin. No.:
2101-0783
Will No.:
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:
1. State whether administration of the estate is complete:
Yes 0 No lil
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: October 2003
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk ofthe Orphans' Court
and may be attached to thiS?!t . 4.. 4r
Date: ~tember 4, 2003 ~ ~ ' ~ .
<
Signature
Chester G. Schultz. Esq.
Name
[;:~'1
'. .'
145 Baltimore Street
GettysburR, PA 17325
Address
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717-337-2202
Telephone No.
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Capacity: 0 Personal Representative
[!l Counsel for personal representative
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Postage
Certified Fee
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CJ
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Return Receipt Fee
(Endorsement Required)
Restricted Delivery Fee :
(Endorsement ReqUired) ,
Total Postage & Fees I $
Postmark
Here
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Sent To
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· ,Complete'items 1, 2,' and 3. Also complete
item 4 if Restricted Delivery is desired.
· Print your name and address on the reverse
so that we can return the card to you.
· Attach this card to the back of the mailpiece,
or on the front if space permits.
1. Article Addressed to:
~~S~~
I LJ51d~.9ko.t.
~. POv 113.;1.5
B. Received by .
~btZt 0
D. Is delivery address different from item 1? 0 Yes
If YES, enter delivery address below: 2..LJ.Ho
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o Addressee
C. ~~~~e~
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3. Set)'l'ae Type
Iil"Certified Mail 0 Express Mail
o Registered. 0 Return Receipt for Merchandise
o Insured Mail 0 C.O.D.
4. Restricted Delivery? (Extra Fee) 0 Yes
2. Article Number
(Transfer from service laOOO
PS Form 3811, August 2001
7001 2510 0006 5862 0227
Domestic Return Receipt
-,
102S9S-02-M-0835
.'
"
JRD/June 30, 1992/17858
AUG 0 1 Z003 tr
Estate No.: 21-2001-0783
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Robert D. Hockenberry
Late of Carlisle Borough
NO. 21-2001-0783
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: Chester G. Schultz, Esquire
Date of Decedent's Death: 07-15-2003
Date of Delinquency Notice: 06-10-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 06-10, 2003, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 08-01-2003
s~JfJ1
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
9-Jt-tJ3 9-'3t>JJJf,-
A hearing is scheduled for at in Courtroom No.3. Ifthe Status Report is filed
prior to the hearing date, the hearing will automatically be cancel
Georg
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6 3 4 5
'""'
Date: 6/10/2003
MOORE PATRICIA E
35 WEST BROADWAY
GETTYSBURG, PA 17325
RE: Estate of HOCKENBERRY ROBERT D
File Number: 2001-00783
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 I 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: 7/15/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
/ File
Counsel
Judge
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.....
14483107312003
ROW621
File No 2001-00783
Decedent HOCKENBERRY ROBERT D
CUmberland County - Register Of Wills
Page 1
7/31/2003
PA File No 2101-00783
D/E Date
No. Filed
001 08/21/01 PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY
OATH OF PERSONAL REPRESENTATIVE
OATH OF SUBSCRIBING AND NON SUBSCRIBING WITNESS
DEATH CERTIFICATE
Docket Entries
J02 08/22/01 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY
103 10/11/01 INHERITANCE TAX PYMT
PAID - 3,241.00 ACN - 101 RECEIPT _ CD0000374
SCHULTZ CHESTER G ESQ
04 10/12/01 CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
CHESTER G. SCHULTZ
ATTORNEY AT LAW
145 BALTIMORE STREET
GETTYSBURG, PENNSYLVAlUA 17325
TELEPHONE NUIIBER: 717-337-2202
October 1, 2004
Glenda Famer Strasbaugh, Register of Wills
and Clerk of the Orphans' Court
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Dear Ms. Strasbaugh:
I'ACSDlILE NUllBER: 717-337-2762
I have enclosed herein a Status Report Under Rule 6.12 for the Estate of
Robert D. Hockenberry, deceased. Estate proceedings appear of recor4 in the
office of the Register of Wills of Cumberland County to Numbec.~'"
~""""<>'~~l'.:'/'; '::'<t:'i',:,'1,',:r';"-"~
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CGS:dmh
Enclosure
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Robert D. Hockenberry
Date of Death:
July 15, 2001
Will No.
21-01-0783
Admin. No.
21-01-0783
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No x
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: within 30 to 90 days.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X. - Not yet - estate is insolvent.
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b. The separate Orphans' Court No. (if any) for the personal repr~ntativ~ accou~t is:
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c.
interest?
I
.::::..
Did the personal representative state an account informally to the parties in
_':'".1
Yes No ;")
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d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: September 30, 2004
Si9~~.~
Chester G. Schultz, Esq.
Name (Please type or print)
145 Baltimore Street
Gettysburg, PA 17325
Address
( 71~ 337-2202
Tel. No.
..:.\.
Capacity:
Personal Representative
Counsel for personal
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or on fronllf space. permits.
1. ArtIcle Addre88l1d to:
MOORE PATRICIA E
35 WEST BROADWAY
GETTYSBURG PA 17325
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JRD/June 30,1992/17858
I
AUG 0 9 2004 ~
I
Estate No.: 2001-0783
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Robert D. Hockenberry
Late of Carlisle Borough
NO. 21-2001-0783
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Patricia E. Moore
Counsel for Personal Representative: Chester G. Schultz
Date of Decedent's Death: 07/15/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
~~~
Date: 08/11/04
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
~~) ~cc'+ I q~30 'A.~-
A hearing is scheduled for at in Courtroom No.3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled. ..-'
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so that we can return tne card to you.
. Attach this card to the back 01' the mailplece,
or on the front if space permit:3.
1. Article Addressed to:
SCHULTZ CHESTER G ESQ
,145 BALTIMORE STREET
GETTYSBURG PA 17325
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JRD/June 30, 1992/17858
i
AUG 0 9 2004 ~
Estate No.: 2001-0783
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Robert D. Hockenberry
Late of Carlisle Borough
NO. 21-2001-0783
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Patricia E. Moore
Counsel for Personal Representative: Chester G. Schultz
Date of Decedent's Death: 07/15/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pur~Jlant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 08/11/04
~~~
'/
Glenda Farner Strasbaugh "-
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
e~'\., ~I J..~c'f-l q2'30 'A. W\.
A hearing is scheduled for at in Courtroom No.3. Ifthe S.t~tusR~port is filed prior to
the hearing date, the hearing will automatically be cancelled. /<~n /P f~ if': ...."
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George EP offer, PJ. ;
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF;:~ ADAMS
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Patricia E. Moore
according to law, deposes and says that she is the Executrix
of the Estate of Robert D. Hockenberry
late of __the _ltorQJJgh~.QL~aJ;:lisle~__________ , Cumberland County, Pa., deceased and that the
within is an inventory made by her _, the said Executrix
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
sworn
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Executor . Adm in istrator
Sworn
and subscribed before me,
,~l:< C!ij.t;!;;;:;OOWEAL TH 0> eE_N3YLVAt~A
Notarial Seal
[)ebra M. Hoffman, NotarY PubIc
Gettysburg Bore. Adams eounty
My Commission expires Aug. 26. 200T
Member. Pennsylvania Association Of Notarte~
Date of Death 15 July
Day Mon~
Address
2001
Year
INSTRUCTIONS
I.
2.
3.
4.
An inventory must be filed within three months after appointment of personal representative.
A supplement inventory must be filed within thirty days of discovery of additional assets.
Additional sheets may be attached as to personalty or realty
See Article IV, Fiduciaries Act of 1949.
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lnventory of the real and personal estate of
Robert D. Hockenberry,
deceased
None
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STATUS REPORT UNDER RULE 6.12
Robert D. Hockenberry
Name of Decedent:
July 15, 2001
Date of Death:
Will No.:
Admin. No.: 21-01-0783
21-01-0783
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0 Insolvent Estate
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 No [3
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No Gl
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this re
Date: OS/23/05
0",
'::J
Chester G. Schultz
Name
145 Baltimore Street
Gettysburg, PA 17325
'--
717-337-2202
Telephone No.
I........
j
Address
". --,J:
Capacity: 0 Personal Representative
~ Counsel for personal representative
rf
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG. PA 17128.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.' ..... NOTICE OF INHERITANCE TAX
. ~.~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
. OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
05-16-2005
HOCKENBERRY
07-15-2001
21 01-0783
Cumberland
101
~.~ ~,! i:-l
PH Ii): 34
"-) ::c::/
~~5E:~~~.3M!~Y)UCiT
GETTYSBO~G PA 17325
REV.I547 EX (12-17) PC
ROBERT 0
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS <:J
. 'REV:1547 E)f(06-97)PC..""." - -""" -. "Notic"e "{iF "fNHERiTA"NCE"Yi\5f i\p'PRAiS"EMENY", "":Ll.OWANCEf OR'- -"" - -."" - -"" -. -" -" -... -- - - -""-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOCKENBERRY ROBERT D FILE NO. 2101-0783 ACN 101 DATE 05-16-2005
TAX RETURN WAS: ( 181 ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostsIMisc. Expenses (Schedule H) (9) 8,058.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 39,936.65
11. Total Deductions (11) 47,994.90
12. Net Value ofTax Return (12) -13,778.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) -13,778.36
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
10-11-2001
(1)
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
0.00
792.92
33,423.62
(8)
(15)
(16)
(17)
(18)
0.00
0.00
0.00
0.00
X .00
X .045
X .12
X .15
(19)
RECEIPT
NUMBER
CDOOO374
DISCOUNT (+)
INTEREST/PEN PAID (.)
0.00
AMOUNT PAID
3,241.00
NOTE: To Insure proper
creellt to your account,
submit the upper portion
of this form with your
tax payment.
34,216.54
0.00
0.00
0.00
0.00
0.00
~
TOTAL TAX CREDIT 3,241.00
BALANCE OF TAX DUE 3,241.00 CR
INTEREST 0.00
TOTAL DUE 3,241.00 CR
(IF TOTAL DUB IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUB IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUB
A REI'UHD. SEE REVERSE SIDE OF THIS PORM POR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SD REVERSE
POR CALCULATION OF ADDITIONAL INTEREST.
-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1607 EX AFP (03-05)
-,
i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-06-2005
HOCKENBERRY
07-15-2001
21 01-0783
CUMBERLAND
101
ROBERT
D
CHESTER-G SCHULTZ
145 BALTIMORE ST
GETTYSBURG PA 17325
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
................................................................................................................
REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *..
ESTATE OF HOCKENBERRY ROBERT D FILE NO.21 01-0783 ACN 101 DATE 06-06-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-10-2005
PRINCIPAL TAX DUE: .00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-11-2001 CDOO0374 .00 3,241. 00
05-19-2005 REFUND .00 3,241. 00-
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
~
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
JRD/June 30, 1992/17858 ,/~UO 0 9 2004
In Re: Estate of Robert D. Hockenberry · ORPHANS' COURT DIVISION
Late of Carlisle Borough · COURT OF COMMON PLEAS OF
· CUMBERLAND COUNTY
Estate No.: 2001-0783 · PENNSYLVANIA
NO. 21-2001-0783
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Patricia E. Moore
Counsel for Personal Representative: Chester G. Schultz
Date of Decedent's Death: 07/15/2001
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative·
Date: 08/11/04
Glenda Famer Strasbaugh
Clerk of the Orphans' Court
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancelled.
Georgd: E. I-IO ffer~ P.S.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert D. Hockenberr7
Date of Death: July' 15, 2001
Will No. 21-01-0783 Admin. No. 21-01-o783
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No. x
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete: within 30 to 90 days.
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No ~ - Not yet - estate is inso~.lv~ent.
b. The separate Orphans' Court No. (if any) for the personal repr~ntativ~ accOunt is:
c. Did the personal representative state an account informally to the padies in
interest? Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: September 30, 2004 Signature ~~'~
Chester G. Schultz, Esq.
Name (Please type or print)
]45 Baltimore Street
Gettysburg, PA 17325
Address
(717) 337-2202
Tel. No.
Capacity: Personal Representative
Counsel for personal
representative
~,~ PENNSYLVANIA
~,~ DEPARTMENT OF REVENUE
~"~.~j~'~ DEPT 250601 INHERITANCE TAX RETURN
HARRISBURG, PA17128-0601 RESIDENT DECEDENT oO 2N OOlO OyEAR1 o 3
OECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I'-- 204- 03 5372
Z Hockenberr¥, Robert D.
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLK &TE WITH THE
~ 07/15/Ol 04-/07/
REGISTER
OF
WILl
LI.J IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
LU [] 1. Original Return [] 2 Supplemental Return E~ 3 Remainder Return I~fate of~e~th pn ftc
~ ~ ~ [] 4 Limited Estate [] 4a. Future Interest Compromise Ida~. ~!~lh after 12-!2~2/ [] 5. Federal Estate Tax Return ReqL red
.~ O~ ~ [] 7. Deceden~ Maintained a Living Trust (Afta¢~ copy ~ 7rus~) 8. Total Number of Safe Deposit B xes
'~ [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit/~ate of death betwee~ 123191 and 1-1 95i [] 11. Election to tax under Sec. 9t1~
~._ THIS SECT ~ MuST BE COMPLETED. ALL CORRESPONDENCE AND coNFIDENT!AL TAX iNFORMATION SHOULD BE DIF ECTED TO:
~ NAME COMPLETE MAILING ADDRESS
~ Chest;er G. Schultz
o 14-5 Ba~:imo~e Street:
~ FIRM NAME (llAp¢icable)
.~ Ge~:',:¥sbur~, ~A I7325
(~ TELEPHONE NUMBER
o 717-337-2202
1 Real Estate (Schedule A) (1) O
2. Stocks and Bonds (Schedule B) (2)
3 Closely Hdd Corporation, Partnership or Bole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5, Cash, Bank Deposits & Miscellaneous Personal Property (5)
Z (Schedule E)
__O 6. Jointly Owned Property (Schedule F) (6) 792.92:
,~ [] Separate Billing Requested
.-I 33,423.62
~ 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
I'-- (Schedule G or L)
<~ 8. Total Gross Assets (total Lines 1-7) (8) 34,2 16 . 5 Z
LI.J 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 8 ~ 05 8.25
~ 10. Debts of Decedent. Modgage Liabilities. & Liens (Schedule [) (10) 39 ) 9 3 6.65
11 Total Deductions (total Lines 9 & tO) (11) 4 7,994.9(
12 Net Value of Estate (Line 8 minus Line 1~) (12) - ]4,57].2~
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14 Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Z 15. Amount of Line 14 taxable at the spousal tax
~O rate. or transfers under Sec 9116 (a)(1.2) x .0 __ (15)
~ 16. Amount of Line 14 taxable at lineal rate x 0 __ (16)
n 17. Amount of Line 14 taxable at sibling rate x 12 (17)
O 18 Amount of Line 14 taxable at collateral rate x .15 (18)
X 19 Tax Due (19)
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
F --STREET ADDRESS
442 Walnut Bottom Road
pITY Carlisle tSTATE PA IZIP 1701
Tax Payments and Credits:
1. Tax Due(Page 1 Line 19) {1)
2. Credits/Payments
A. Spausal Poverty Credit
B. Prior Payments 3,24 ]. O0
C. Discount
Total Credits (A + B + C ) (2) 3,24] .00
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 f 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. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SD)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLO( KS
1. Did decadent 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; ............................................ [] []
~. retain a revemionary interest; or ......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security 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 I~UST CONiPLETE SCHEDULE G AND FILE IT AS PART OF rilE RETURN.
Under penalties of perjury, I declare that I have examined this return, includthg accompany ng schedules and statements, and to the best of my knowledge and belief, it is th Jo, correct and complete
Declaration of preparer other than the personal representsbve is based on all informalJon of which preparer has any kc~wledge
SIGNAT~UR~E OF BERSON RESPONSIBLE FOR FILling RETURN DATE
ADDRESS
3.5 West Broadway, Gettysburg, ?A ]7325
SI(~/~'URE OF PREP~A~_R OTHER,T,H'Ai~EPRESENTATIVE
A[ DRESS \
]45 Baltimroe St., Gettys-~Surg, PA ]7325
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 spot se is 3%
[72 P.S. §9116 (a) (1,1) (i)].
For dates of death on or after January 1 1995 the tax re e reposed on he net value of transfers to or for the use of the surviving spouse is 0% [72 RS, §9116 (a) (1.1) (ii)],
The statute does not exemet a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are slill applicable even if
the surviving spouse is the o.ly 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)I
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 ~Sectien 9102, as an
individual who has at least one parent in common with the decedent, whether by bbed or adoption,
~'~ SCHEDULE F
CO~,O~'E~TH~O~ PENNE~L¥^'~,A JOINTLY'OWN ED PROPERTY
)NHERITANCE TAX RETURN
_ , R~ESIDENT DECEDENT .
ESTATE OF FILE NUMBER
Robert D. Hockenberry 21-01-0783
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVWJNG JOINT TENANT{S) NAME ADDRESS RE LATI( f4SH[P TO DECED?~T
A Patricia E. Moore 35 West Broadway, Gettysburg, PA 17325 Niece
C
JOINTLY-OWNED PROPERTY:
1 Belco account #903093 1,585.84 792.92
TOTAL (Also enter on line 6, Recapitulation) $ 7 9 2.9 2
(if more space is needed, inset1 additional sheets of the same size)
SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA
IRHERrTANCE TAX RETURN MISC, NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Robert D. Hockenberry 2]-01-0783
This schedule must be completed and filed if the answer ~o any ol questions I throuDh 4 on ~he revere s~de of [he REV-1500 COVER SHEET is yes
DESCRIPTION OF PROPERTY % OF
iTEM I~t uPI IME R~E C~ T"E T~SFFR~ ~/'R RE~I~ONS~'I~ 10 D~C~DENT A*~D [M[ DATE ~ I~SFE" DATE OF DEATH DECD'S EXCLUSION TA~BLE VALUI
NUMBER VALUE OF ASSET INTEREST ¢ ~,c*mE)
1. Lutheran Brotherhood annuity #S0016129 ][,589.5I 100% ]],589.5]
2. Lutheran Brotherhood annuity #S0016136 ~1,429.85 ~00% ~1,429.85
3. Lutheran Brotherhood annuity 50022164 8,818.42 100% 8,818.42
'~ TOTAL (Also enter on line 7, Recapitulation) $ 33,4 ',3.62
(If more space is needed, inse~ addilion¢ shee~s of the same size)
SCHEDULE
H
FUNERAL EXPENSES &
COMMON~'EALTH OF PENNSYLVAN'~A
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
~~ FILE NUMBER
ESTATE OF
Robert D. Hockenberry 21-0]-0783
Debts of decedent must be repoded on Schedule L
ITEM
NUMBER DESCRIPTION A~.~OUNT
A. FUNERAL EXPENSES:
1. Nichol Funeral Homes - services 6,035.50
2. Rev. Henry Lutz - honorarium 330.00
3. Nada Kennedy - organist 25.00
4. Rev. Donald March - honorarium ]0.00
5. Tressler Ladies Aid - honorarium 50.00
6. New Bloomfied VFW - honorarium 50.00
7. Escrow for engraving of stone 2]0.00
B ADMINISTFLATIVE COSTS:
1 Personal Representative's Commissions
Name of Pe,'so'~al Representative (s) Patricia g. Moore
200-24-2306 40.90
StreetAddress 35 West Broadway
Ci~ Gettysburg Sta:~ PA zi~ ]7325
Year(s) Commission Paid: 200 ]
2. AllorneyFees - Chester G. Schultz 00,00
3. Family Exemption: (Il decedenfs address is no~ the same as claimanl's, ~,~ash exp!anatJ0r,)
Street Address
City S~te Zip
Re',ationship of C[aimant to Decedent
4. Prabata Fees 72.50
5. Accountant's Fees
6, Tax Return P~eparer's Fees
7 Cumberland County Law Journal - Advt. Letters 75.00
8. The Sentinel - Advt. Letters 87.35
9. Sherri L. Sensabaugh - Witness to Will fee 10.00
]0. Debra M. Hoffman - Witness to Will fee 10.00
II. Register of Wills - filing fees 25.00
]2. Clerk of Courts ]07.00
,~ TOTAL (Also enter on f]ne g, Recapitulafion) S 8 ]58.25
(if more spac6 is needed insed additizna: sheets of lhe same size)
-:~.:...t,~.F.~._¢- I DEBTS OF DECEDENT,
~:.S,r,E~TCECE~'-"T MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Robert D. Hockenberr¥ 21-01-0783
ITEM
Hb~EEP, DESCRIPTION
1 Darlene L. Moyer, Tax Collector - School tax assessment 10.00
2. Sprint- telephone service 10.96
3. Thornwald - balance due 198.31
4. Pennsylvania Department of Public Welfare - claim for
financial assistance 37 717.38
TOTAL (Also enter on line 10, Recapitulation) $ 3c_ , 936.65
/f'5~ SCHEDULE J
COMMONWEALTH~OF P~ N N SYLVAN LA B E N E F IC IA RI E S
ESTATE OF FILE NUMBER
Robert D. Hockenberry 21-01-0783
RELAIIONSHIP lO DECEDENT AMC JNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List T~stee(s) )F ESTATE
1. TAXABLE DISTRIBUTIONS (include outdght spousal distributions)
1. Stanley K. Emlet and Phyllis C. Emlet, of Nephew and nephew's Balanc~ after
3 Meadowview Dr., Dillsburg, PA 17019 wife payment of
charitable bequests
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1 500 COVER SHEET
l I. 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. East Waterford, PA C~netery Association - Harry Clark, Treasurer, East Waterford,
PA !702 ] 500.00
2. Blain C~etery Association - Riley Neidigh, Treasurer, P. O. Box 128, Glain,
PA 17006 500.00
3. Blain Methodist Church-Virginia Frazer,Treasurer, R.D. 1, P. O. Box 163A,
Loysville, PA !7047 000.00
4. Tressler Memarial Lutheran Church - The Rev. Donald March, Loysville, PA 17047 ,000.00
TOTAL OF PART II - ENTER 'TOTAL NON-TAXABLE DISTRIBUTIONS ON L~NE 13 OF REV 1500 COVER SHEET $ ,000.00
(If more space is needed, inseri additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
ROBERT D. HOCKENBERRY
I, ROBERT D. HOCKENBERRY, of 102 East Middle Street, Gettys-
burg, Adams County, Pennsylvania, being of sound and disposing
mind, memory, and understanding, do hereby make, publish, and
declare this my Last Will and Testament, hereby expressly revoking'
all other writings in nature testamentary by me at any time here-
tofore made.
FIRST: I direct that all my debts and funeral expenses be
paid as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD: I hereby give, bequeath and devise all the rest and
residue of my estate and property, real, personal and mixed, of
whatsoever nature and wheresoever situated, of which I may die
seised or possessed or to which I may be entitled or of which I
may have the right to d~pose at the time of my'~death, absolutely
and in fee simple to my Wife, Laura J. Hockenberry, if she is living
at the time of my death.
FOURTH: In the event that my Wife is not living at the time
of my death, or in the event that she and I shall die simultaneously,
ROBERT D. HOCKE~BERR¥
PAGE ONE OF TWO
then I give, bequeath and devise all my property as follows:
(a) The sum of FIVE HUNDRED DOLLARS ($500.00) to the Ea:;t
Waterford, PA Cemetery Association, for the perpetual care of th~
cemetery lot of my Parents, Robert Bruce Hockenberry and Lottie
Hockenberry.
(b) The sum of FIVE HUNDRED DOLLARS ($500.00) to the B1 ~in
Cemetery Association, for the perpetual care of my cemetery lot.
(c) The sum 6f ONE THOUSAND DOLLARS ($1,000.00) to the
Blain Methodist Church, Blain, PA, in memory of my Mother-in-law
Mrs. Blanche Johnson, to be used for general church purposes.
(d) The sum of ONE THOUSAND DOLLARS ($1,000.00) to the
Tressler Memorial Lutheran Church, Loysville, PA, to be used for
general church purposes.
(e) The rest and residue of my estate to my Niece, Parr cia
E. Moore of 106 East Middle Street, Gettysburg, PA 17325.
FIFTH: I hereby appoint my Wife, Laura J. Hockenberry and
my Niece, Patricia E. Moore, as Executrices of this, my Last Wil
and Testament, and I direct that they shall not be required to g ve
bond or other security in any jurisdiction wherein proceedings m~y
be held in connection with my estate.
IN WITNESS WHEREOF, I Have hereunto set my hand and seal ti~is
15th day of August, 1986.
WITNESS:
~ ~ ROBERT D. HOCKENBERRY
PAGE TWO OF TWO
FIRST CODICIL TO-LAST WILL AND 't~Sr^~mL · OF ROBERT D. HOCKENBERRY
I, Robert D. Rockenberry, of the Borough of Gettysburg, Ad~ms County,
Pennsylvania, do hereby ,lake, publish and declare this to be the First
Codicil to my bast Will and Testament dated August 15, 1986.
Item I: I hereby rescind subparagraph (e) of Item FOURTH
of my Last Will and Testament, and in its place, subparagraph
(e) shall read as follows:
"(e) The rest, residue and remainder of my estate to my
nephew, Stanley K. Emlet and his wife, Phyllis C. Emlet, as
tenants of an estate by the entireties, who presently reside at
3 Meadow View Road, Dillsburg, Pennsylvania 17019, or to the
survivor of them if one of them predeceases me, and if both
predecease me, then to the issue of my nephew per stlrpes."
Item 2: In all other respects, I hereby ratify, confirm
and republish my Last Will and Testament dated August 15, [986,
together with this First Codicil as and for my Last Will and
IN WITNESS WNEREOF, I, Robert D. Roekenberry, the testator, have to this
First Codicil to my Last Will and Testament, subscribed my name this
day of O~T&o~ , One thousand nine hundred and ninety-three
(1993).
Robert D. lloekenberry
Signed, sealed, published and declared
by the Testator, Robert D. Hockenberry,
as and for the First Codicil to his Last
Will and Testament dated August 15, 1986,
Page I of Codicil dated {0- ~- , 1993.
Inventory of the real and personal estate of
Robert D. Hockenberry, deceased
0
None
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~[~k~}~l~ ADAMS
Patricia E. Moore
being duly sworn ,~ccord;ng to !aw, deposes and says fhaf She _is~the.~_xecu_~r_ix __
of +he Estate oF Rob_e~__c_D_z H_ockenbe~{?~
iafe of the Borough of Carlisle ~ Cumberland County, Pa., deceased and hat the
wifhin is an inventory made by her ..... the said
of the enHre estate of said decedenL cons~sHng of all +he personal pro~erfy ~nd real estate, except real estate outs;de
the Commonweeffh cf Pennsy~vanla, ~nd fha+ the figures oppos;fe each item of the Inventory represent ff's fa value
as of +he date of decedenf's death.
Sworn and subscribed before me, rrx~ -~;C~;~f~
t / Co~MO~EE~~ ......
~btlrg B~o, ~a~
Dale of Death 15 July 2001
INSTRUCTIONS
I. An invenfory musf be flied w;fh~n +hree monfhs affer eppolnfmenf of personal represenfafive.
2. A supplemenf invenfory taus+ be filed wi+bin fhlr+y deys of discovery of add;lionel
~. Addi+iona~ sheers rosy be affsched os fo personeJ+y or really
4. See ArHcle IV, Fiducieries Acf of 1949.
BUREAU OF INOMDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r,.r-f-)'~'~ ,'.,:-
ViT",,= :.,,' NOTICE OF INHERITANCE TAX
.' ,,~RAISEMENT, ALLOWANCE OR DISALLOWANCE
, OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
05-16-2005
HOCKENBERRY
07-15-2001
21 01.0783
Cumberland
101
2005
Y Z7 Pi112: 31.;
CLERi< C;:
CHESTER ~~~OURT
145 BAL TII!l'I~:ST'T'~'''' PI,
GETTYSBOftc; PA 17326' . .'.
'*
Ra'.1547 EX 112-111 PC
ROBERT 0
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS (::I
. 'REV:1547 EX'(06-97)PC" .... .... "'Notic:E'ciF 'INHEliI'TA'NCE.tAl( APPRAisEMENt;-Ai:L.oWANCE.OR...... ..... ... ..... .............
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HOCKENBERRY ROBERT D FILE NO, 2101-0783 ACN 101
TAX RETURN WAS: ( 181 ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (SchedUle B)
3. Closely Held Stock/Partnership Interest (SchedUle C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Depositsl Mise Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostsIMisc. Expenses (Schedule H) (9) 8,058.25
10. DebtslMortgage LiabilitieslLiens (SchedUle I) (10) 39.936.65
11. Total Deductions (11) 47.994.90
12. NetValueofTaxRetum (12) -13.778.36
13. Charitable/Govemmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) -13.778.36
NOTE: If an ..s..sment was issued previously, lines 14, 15 andlor 18, 17 and 18 will rsllect figures
that Include the total 01 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
ESTATE OF
(1)
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
0.00
792.92
33.423.62
(8)
(15)
(16)
(17)
(18)
0.00
0.00
0.00
0.00
X .00
X.045
X.12
X.15
(19)
DATE 05-16-2005
NOTE: To Insure proper
credit to your account,
submit the upper portion
of this tonn with your
tlx payment.
34.216.54
0.00
0.00
0.00
0.00
0.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAlO
DATE NUMBER INTERESTIPEN PAlO l-l
10-11-2001 CDOOO374 0.00 3.241.00
TOTAL TAX CREDIT 3,241.00
BALANCE OF TAX DUE 3,241.00 CR
INTEREST 0.00
TOTAL DUE 3.241.00 CR
~
* U' PArD AP'l'D DAD INDICATED, SD: I.EVBR.SB
FOR CALCULATION 01' ADDITIONAL I:NTl:UST &
(II' TOTAL DUB IS LESS TIIAH $1, NO I'AYDHT :IS RBQUXUD.
:II' TO"l'AL DUI: IS UFLBC'l'B)) AS A CRBDJ:T (CR), YOU NAY BE DUE
A RBPDND. SBE RBV'BUB SXDB or THIS I'ORK I'OR INSTRO'CTIOHS.}
-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert D. Hockenberry
Date of Death: July 15, 2001
Will No.:
21-01-0783
Admin. No.: 21-01-0783
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes Ii] No 0 Insolvent Estate
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 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? Yes 0 No GI
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this re
Date: OS/23/05
(if')
Chester G. Schultz
Name
145 Baltimore Street
Gettysburg, PA 17325
.......-
Address
717-337-2202
Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
cr
Bl/REAU OF INOIVIDlMI. T~
INHERITANCE TAX DIVISION
PO BOX ZB06Dl
HARRISBURG PA 171ZB-B6Q!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:INHER:ITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (03-05)
, ~ * '~7
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-06-2005
HOCKENBERRY
07-15-2001
21 01-0783
CUMBERLAND
101
AlIOuni R...Hted
ROBERT
D
CHESTER-G SCHULTZ
145 BALTIMORE ST
GETTYSBURG PA 17325
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credii to your account, submit the upper portion of this form with your tax paynent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
...............................................................................................................1
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ~..
ESTATE OF HOCKENBERRY ROBERT D FILE NO. 21 01-0783 ACN 101 DATE 06-06-2005
THIS STATEHENT IS PROVIOEO TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE HAHED ESTATE. SHOIIN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 01-10-2005
PRINCIPAL TAX DUE, .00
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-11-2001 CDOO0374 .00 3,241. 00
05-19-2005 REFUND .00 3,241.00-
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE
~
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J