HomeMy WebLinkAbout03-0431PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Norma A. Cockley
abo known as
Deceased.
Social Security No. I 91 -
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut ors
in the last will of the above decedent, dated___ November 1 7
and co~_icil(s) dated __/_4~~/_~~
To:
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
in the
named
,19 81
(state relevant circumstances, e.g. renunciation, dealh of executor elco
Decendent was domiciled at death in Cumberland
h or last family or principal residence at Thornwald
Road~ Cmrl~sle: PA .... d';~ttS'¢~
(list street, number and muncipality)
Decendent, then 96 years of age, died __ MaA3 I 6
County, Pennsylvania, with
Homp, 4~12 Walnut Bottom
,1~003
at__C._mr] ~ .q] ~.. PA '
Except as follows~ decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not' the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(if domiciled in Pa.) All personal property $__
(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:
185,000.
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theroll.
request(s) the probate of the last will and codicil(s)
~o~q tamontar.y
{testamentary; adminis,.ration c.t.a.: administration d.b.n.c.t.a.)
Rio~hmrd P_ _
.~Carl&s!e~ P_A ! 70! 3
~r/l'.ou Shover
1820 Ridgeview Dr.
.... Car]J s]~: PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF C~UMBERLAND ; ss
The petitionerCs; ab_ovc nan:ed swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct ~o the best of ne knowledge and belief of petitioner(s) and that as personal represen-
tativcls) of the above decedeni petitioner(s) will well and~rulv adminBter the~estate according to law.
aerou me this ,_~ .... day of / ff~ ~
~0~ t~~egtster [, ~ ~-Iqa-g
No.
Estate of NORMA A. COCKLEY , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~,~_ ,~ 2003
the reverse side hereof, s~tisfactor~ proof having been presented before me,
IT IS DECREED that the instrument(s) dated_ November 1 7, 1 981
described therein be admitted to probate and filed of record as the last will of
Norma A. Cockley
and Letters Testamentary
are herebygrantedto Richard P. Cockley and Mary Lou Shover
in consideration of the petition on
CocK, c.j, I FEES I~ .550
Probate, Letters, Etc ..........
Short Certificates( ) .......... $.
~y.~c~.~o.~z~.... $ J2, no
$ /0 ·
TOTAL __
Filed . .-~...',~..'. 0.~. ....................
~~ ~ .~-.~'- os
Frances H. Del Duca #06269
ATTORNEY (Sup. Ct. I.D. No.)
10 West High St., Carlisle, PA 17013
ADDRESS
717-249-1323
PHONE
C~ LD
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(ea~'a subscribing witnes, s t~e will presented he~p~vith, (each)be~l~ duly qualified according to
/,depose(s) and~ . . / / ~tandsa:
the testat ~ the same and that ~ signed ~lga witness at
request of te .~ in h~ prese/nd (in the pre/e of each other)-(i~e presence o~e
°ther ~s~rribing witness(es))' / / / /
Swo~.. to or affirmed and subs~ed before_ / / /
,.m~r this / day o[ / ~fi~qame) /
19
~.(ff 19_~ , /(Address)/
(Address)
· ~E~ER OF WILLS OF COUNTY
'DC{)ATH OF NON-SUBSCRIBING WITNESS
,-,Q 1-05- q31
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
'¥Y~_~ O,.s~e familiar with the signatur~of ~rgtt~ O, Coc-K~e.u
r3 - 1~' ~ codicil O '
testat g,~x of (one of the subscribing witnesses to) the ~tt presented herewith and
I$~.-- codicil
that -~.xo._~ believel{ the signature on the ~ is in the handwriting of
0
to the best of '~q0~R~ knowledge and b%elief.
Sworn to or affirmed and subscribed before
me this __ c'~~ day of
...... ~.~L~3.~~ister
(Name)
(Address)
LAST WILL
I, NORNA^COCKLEY, of North Middleton Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and revoke
any wills previously made by me.
I. I devise and bequeath all of the residue of my estate
of whatever nature or wherever situated to my husband, Paul A.
Cockley, if he survives me.
II. If my husband, Paul A. Cockley, does not survive me,
then I devise and bequeath all said residue in equal shares to my
two children, Richard P. Cockley and Nary Lou Shover.
III. In the event of the death of Richard P. Cockley or
Mary Lou Shover leaving children surviving, I direct that his or
her share of the trust principal shall be held in trust in the
following manner:
(a) Hy Trustee shall divide said share into as many
shares as there are children of such deceased child
then living.
(b) My Trustee shall pay the net income from each
individual share to or for the benefit of each grand-
child respectively.
(c) The Trustee shall pay to or for the benefit of
such grandchild so much of the principal of that share
of the trust estate as the Trustee in its sole dis-
cretion deems necessary or advisable for the care,
maintenance, support, education and general welfare or
any illness or emergency which may befall them.
(d) Ny Trustee shall pay one-half of any remaining
share to each grandchild upon arrival at age 21 years,
and the balance thereof upon arrival at age 25 years.
(e) Any amounts payable under subparagraphs (b) and (c)
above may be applied directly by my Trustee or may be
paid to the person with whom such beneficiary resides or
who has the care or control of such beneficiary and my
Trustee shall not be obligated to supervise or inquire
into the application of such amounts by such person.
IV. Ail principal and income shall, until actual distribution
to the beneficiary, be free of the debts, contracts, alienations
and anticipation of such beneficiary and the same shall not be
liable to any levy, attachment, execution or sequestration while
in the hands of my Executor or Trustee.
¥. Ail estate, inheritance, succession and other taxes, im-
posed or payable by reason of my death, and interest and penalties
thereon, with respect to all property comprising my gross estate
for death tax purposes, whether or not such property passes under
this will, shall be paid out of the principal of my estate as if
such taxes were administrative expenses, without apportionment or
right of reimbursement. I authorize my Executors to pay all such
taxes at such time or times as may be deemed advisable.
VII. My Executors and Trustee may retain any of the assets
of my estate which come into their hands and shall invest and
ikeep invested the principal of said trust estate in such manner
and in such securities or other property, real or personal, and
upon such terms and for such length of time as the Executors and
Trustee shall deem meet and proper, it being intended hereby to
give unto the Executor and Trustee full and complete authority to
hold, possess, manage, control, sell, convey, encumber, lease,
-2-
give and exercise options, invest and reinvest the whole and every
part of the trust estate according to their sole judgment and
discretion, without any limit upon their power and authority so
to do, either by statute or otherwise.
VIII. I appoint my husband, Paul A. Cockley, to be executor
of this my will. If he fails to qualify or ceases to act, I
appoint Richard P. CoCkley and Nary Leu Shover.
IX. I appoint Farmers Trust Company to be Trustee under
this my will.
X. I direct that neither my Executors nor my Trustee be
required to file bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will this [~day of November, 1981.
The preceding instrument consisting of this page and two (2)
others, each identified by the signature of the testator, was on
the date thereof signed, published and delcared by Norma Cockley,
the testator herein, as and for her Last Will, 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.
-3-
STATE OF P~NSYLVANIA ::
SS
COUNTY OF CU~{BERLA~D ::
We, Norma,Cockley, Frances H. Del Duca and George B.
Faller, the testator and witnesses, respectively, whose names
are signed to the attached or foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the testator signed and executed the instrument as her Last Will
and that she had signed willingly, and that she executed it as
her free and voluntary act for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the
testator, signed the will as witness and that to the best of his
knowledge the testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
TeStator (~ ~.¥1tness %~itness
SUBSCRIBED, sworn to and acknowledged before me by Norma A,
Cockley, the testator, and subscribed and sworn to before me by
Frances H. Del Duca and George B. Faller, witnesses, this/ ~day
of November, 1981.
NOR}iA COCKLEY
LAST %¥ILL
GEORGE B. FALLER
FRANCES H. DEL DUCA
ATTORNEYS AT LAW
TEN WEST HIGH STREET
CARLISLE, PENNSYLVANIA
17013
'03 ~t/I~' 2I P 1:01
SECOND CODICIL
I, NORMA A. COCKLEY, of North Middleton Township, hereby
declare this to be a second codicil to my will dated November 17,
1981, (the First codicil being written on last page thereof).
I. I hereby add a new paragraph II A to said will as Follows:
II A. If my husband, Paul A. Cockley, does not survive
me, I hereby bequeath $10,000 to each of my grandchildren, Teresa
Cockley Dows, Lorie Coekley, Jennifer Coekley, William 5. Shover, Jr.,
Karen Shover and Becky Shover. Provided, however, if such bequests
have been paid or are payable pursuant to the will of my husband then
this paragraph shall be void and of no effect.
II. In all other respects, I hereby ratify, confirm and re-
publish my Last Will dated November 17, 1981.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this Codicil this 22nd day of July, 1985.
(SEAL)
The preceding instrument was on the date thereof signed, pub-
lished and declared by Norma A. Cockley, 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.
STATE OF PENNSYLVANIA ::
SS
COUNTY OF CUMBERLAND ::
We, Norma A. Cockley, Frances H. Del Duca and George B. Faller,
the testator and witnesses, respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn, do
hereby declare to the undersigned authority that the testator signed
and executed the instrument as a codicil to her Last Will dated
November 17, 1981, and that she had signed willingly, and that she
executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses in the presence and hearing
of the testator, signed the instrument as witness and that to the
best of his knowledge the testator was at that time eighteen years
of age or older, of sound mind and under no constraint or undue
influence.
· estator ' '-Witness W~ness
SUBSCRIBED, sworn to and acknowledged before me by Norma A.
Cockley, the testator, and subscribed and sworn to before me by
Frances H Del Duca and George B Faller, witnesses, this.~.~_r~ day
of July, 1985.
N'6t ar y Publ ~e ~
SHIRI. Fy p. CI. EVENG[R
]0 Wes~ High Sr., Carlisle
Cumberland County, Pa.
My Commission Expires March §, 1988
PAUL A. COCKLEY
LAST WILL
GEORGE B. FALLER
FRANCES H. DEL DUCA
ATTORNEYS AT LAW
TEN WEST HIGH STREET
CARLISLE, PENNSYLVANIA
17013
'03 N/IlK 21 P 1:01
CERTIFICATION OF NOTICE UNDER RULE 5.6(a]
Name of Decedent:
Date of Death:
Will No.
Norma A. Cockley
May 16, 2003
Admin. No. 2003-00431
To the Register:
I certify that notice of beneficial interest 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
Name Address
Teresa Cpckley Dows - 17 No. Ac0rg. D~iye.~ Carlisl.e~ PA
Lorie Cockley McDermott - 1723 West Patterson St., Tampa, FL, '33604
Jennifer Cockley Ortmyer - 1.186 Newville Rd., Carlisle, PA
William S. Shover, Jr. - 347 No. Middlesex Rd., Carli.~le, PA
~oetClk~eS~°vernas nowH~hesuee, ~i$~ ~Sr~l~V~,fs~l~l~ t~o ~,der
Rule 5.6(a) except
Date
Signature
Name Frances H. Del Duca
Address 10 West High St.
Carlisle, PA
Telephone1717-249-1323
Capacity:__ Personal Representative
x 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 002874
DEL DUCA FRANCES H
10 W HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 191-46-0688
FILE NUMBER: 2103-0431
DECEDENT NAME: COCKLEY NORMA A
DATE OF PAYMENT: 08/06/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/1 6/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 920,034.52
TOTAL AMOUNT PAID:
920,034.52
REMARKS: RICHARD P COCKLEY
C/O FRANCES H DEL DUCA ESQ
SEAL
CHECK#0100
INITIALS: DO
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
REV-1500 EX (6-00) '
COMMONWEALTH OF
PENNSLYVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21
COUNTY CODE
_ 03
0431
YEAR NUMBER
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL1
Cockley, Norma A.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
2/7/07
May 16, 2003
IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
191-46-0688
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Limited Estate
Original Return
Decedent Died Testate (Attach copy of Will)
Litigation Proceeds Received
2. Supplemental Return ~ 3. Remainder Return ¢~,a~p~,~2-~3-~)
4a. Future Interest Compdse (date of death after 12-12-82) L.~ 5. Federal Estate Tax Return Required
7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes
10. Spousal Poverty Credit (date of death be~en ~2-3,-91 ,,d ~-~-95) [~] ~A1.;,~l~e~cti~n to tax under Sec. 9113(A)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME
Frances H. Del Duca
FIRM NAME (If Applicable)
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
10 West High Street
Carlisle, PA 17013
1. Real Estate (Schedule Al (11
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 & Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
[ -'~ Separate Billing Requested
7. Inter-Vivos Transfers & Misc. 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 111
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
rn~H~ /~'h~H~ d~,. I ~
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE IN,~¥1<UCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
~'$ 0.00 i
$ o.ooi
$ 0.001
$320,592.71 i
..
$171,473.09 i
$ 0.00 !
OFFICIAL USE ONLY
(8)
$23,422.19
$ 0.00
(11)
(121
(13)
(14)
$492,065.80
$23,422.19
$468.643.61
$ 0.00
$468,643.61
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x (15)
16. Amount of Line 14 taxable at lineal rate 468,643.61 x 4.5 (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (191
20.
I I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
$ 0.00
21,088.97
$ 0.00
$ 0.00
~ .088.97
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
D~cedent"s Complete Address
· STREET ADDRESS
IThomwald Home, 442 Walnut Bottom Road
I Carlisle
STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Pavments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
InterestJPenaltv if aoolicable
D. Interest
E. Penalty
1.054.45
Total Credits (A + B + C) (2)
Total InteresFPenaltv (D + El (3)
ZIP
17013
(1) 21,088.97
If lin~. ? i.~ nr~.Rt~.r th~n lin~. '1 + lin~. R ~.nt~.r th~. diff~.r~.nc.P. Thi.~ i.~ th~. OVI=RPAYMI=NT
Check box on Page 1 Line 20 to request a refund (4)
If line I + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
1,054.45
$ 0.00
$ o.oo
20,034.52
$20,034.52
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
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 revisionary interest; or
d. receive the promise for life of either payments, benefits or care?
Yes
2. If death occurred after December 12, 1982, did decedent transfer property within on year of death
without receiving adequate consideration?
3. Did decedent own an "in t~ust for" or payable upon death bank account or security at his or her dealh?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
No
contains a beneficiary designation? ~ ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FiLE iTAS PART OF THE RETURN.
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 the information of which preparer has any knowledge.
SIGNATURE.OF PERSOI'~RESPONSIBLE ~OR-FILING RETURN
ADDRESS
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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax
return are still applicable even if the surviving spouse is the only beneficiary.
For 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-1503EX + (1-97I (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF Norma A. Cockley FILE NUMBER 21-03-0431
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. See Attached Schedule F
TOTAL (Also enter on line 2, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF Norma A. Cockley FILE NUMBER 21-03-0431
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-<~med with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
M & T Bank Corp.
a) Acct. No. 31003911173703 CDA opened January 1995- 100,000 w/accrued int. of 178.34
b) Acct. No. 100846-21,596.91 w/accrued int. of 2.74
c) Acct. No. 9833000152 opend 2/21/03- 60,214.89 w/accrued int. of 100.30
C.D. - No. 31003911154620 - 126,719.35 w/accrued int. of 1,779.89
C.D. No. 31003911151163 opened 9/1/67- 10,000 w/accrued int. of .29
TOTAL (Also enter on line 5, Recapitulation)
100,178.34
21,599.65
60,315.19
128,499.24
10,000.29
$320,592.71
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (1-9/~(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF Norma A. Cockley FILE NUMBER 21-03-0431
If an asset was made joint within one ear of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Richard P. Cockley 70 Imperial Court, Carlisle, PA Son
B. Mary Lou Shover
1820 Ridgeview Dr., Carlisle, PA
Daughter
JOINTLY-OWNED PROPERTY:
ITEM Lt: ~ ~ ~R DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
NUMBER FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF
TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 2000 Stock Cert. #MT14937 171,516.00 60% 85,758.44
M & T Bank Corp. - 2020.2223 shares @ 84.90 dated October 6, 2000
B. 2000 Stock Cert. MT14936 171,429.30 50% 85,714.65
!M & T Bank Corp. - 2019.1908 shams @ 84.90 dated October 6, 2000
TOTAL (Also enter on line 6, Recapitulation) 171,473.09
(if more space is needed, insert additional sheets of the same size)
REV-1511 EX + (1-97~{1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF Norma A. Cockley FILE NUMBER 21-03-
0431
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
5.
6.
7.
FUNERAL EXPENSES:
Hoffman Roth
Westminster Cemetery
Funeral Lunch
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Richard P. Ceckley/Mary Leu Shover
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees FRANCES H. DEL DUCA
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
Tax Return Preparer's Fees
PharAmerica
Paul D. Dalbey
Reserve
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
6,684.50
945.00
169.70
15,000.00
276.50
14.49
32.00
300.00
$23,422.19
REV-1513 EX + ({)-00))
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAXRETURN
RESIDENT DECEDENT
SCHEDULEJ
BENEFICIARIES
ESTATE OF NormaA. Cockley FILE NUMBER 21-03-0431
NUMBER
[I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
Teresa Cockley Dows
17 No· Acorn Drive, Boiling Springs, PA, 17007
Lode Cockley McDermott
1723 West Patterson St., Tampa, FL, 33604
Jennifer Cockley Ortmyer
1186 Newville Rd., Carlisle, PA, 17013
William S. Shover Jr.
347 No· Middlesex Rd., Carlisle, PA, 17013
Karen Shover Lowry
1820 Ridgeview Dr., Carlisle, PA, 17013
Becky Shover Hughes
168 Darr Ave., Carlisle, PA, 17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Grandchild
Grandchild
Grandchild
Grandchild
Grandchild
Grandchild
10,000.00
10,000.00
10,000.00
10,000.00
10,000.00
10,000.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
$ 0.00
(If more space is needed, insert additional sheets of the same size)
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
Richard P. Cockley, 70 Imperial Dr., Carlisle, PA Son ~ residue
Mary Loy Shover, 1820 Ridgeview Dr., Carlisle, PA Daughter ½ residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
Manufacturers and Traders Trust Company, 1100 Wehrle Drive, P.O. Box 767, Buffalo, NY 14240-0767
June 16, 2003
Frances H. Del Duca
Attorney At Law
Ten West High Street
Carlisle, PA 17013-2922
Phone(302)934-2916
Fax (302)934-2955
Dear Ms. Del Duca:
ge~
Estate qf Norma A. Cocklev
Social Security No.: 191-46-0688
Date qf Death: May 16, 2003
In response to your request, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following accounts.
~/1. Type of Account
AccOtint Number
Certificate of Deposit
31003911151163
Ownership (Names oJ)
Opening Date
Balance As of Date of Death
Accrued Interest
Total
Norma A. Cockley
09/01/67
$1 O, 000. 00
$ 0.29
$10,000.29
Type of Account
Account Number
Ownership (Names of)
Opening Date ' .
Balance As of Date of Death
Ac'crued Interest
Total
Certificate of Deposit
31003911154620
Norma A. Coddey or Paul A. CockIey
07/20/91
$126,719! 35
$ 1,779.89
$128,499.24
Type of Account
Account Number
Ownership (Names
Opening Date
Balance As of Date of Death
Accrued Interest
Total
Certificate of Deposit
31003911173703
Norma A. Cocldey
10/18/95
$100,000.00
$ 178.34
........................
Type of Account
Account Number
Ownership (Names oJ)
Opening Date
J~alance As of Date of Death
Accrued Interest
Total
M& T Select w/Interest-Checking -
100846
Norma A. CocMey
09/01/67
$21,596.91
$ 2.74
..........................
Type of Account
Account Number
Ownership (Names oj9
Opening Date
Balance As of Date of Death
Accrued Interest
Total
M&T Premium Interest Checking
9833000152
Norma A. Cockley
02/20/03 (closed 05/21/03)
$60,214.89
$ 100.30
" 'd65i :i3 ..........................
This letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform
Transfers, Representative Payee, or Trustee under a Written Agreement.
Sincerely,
Natasha Waters
(302) 934-2916
· BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
FRANCES H DELDUCA
10 W HIGH ST
CARLISLE PA 17015
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 09-22-200:5
ESTATE OF COCKLEY
DATE OF DEATH 05-16-200:5
FILE NUMBER 21 0:5-04:51
COUNTY CUMBERLAND
ACN 101
Amount Remitted
REV-1~7 E~ AFP
NORMA C
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THTS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX RFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO~/ANCE OR DISALLOg/ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COCKLEY NORMA C FILE NO. 21 0:5-04:51 ACN 101 DATE 09-22-200:5
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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]
$ Closely Held Stock/Partnership Interest (Schedule C)
4 Mortgages/Notes Receivable CSchedule D}
5 Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F}
7 Transfers CSchedule G}
8 Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens CSchedule I)
Total Deductions
12. Net Value of Tax Return
(1)
c$)
c5)
c6)
c7)
:520r592.71
171r47:5.09
.00
.00 NOTE: To insure proper
.00 credit to your account,
· 00 submit the upper portion
· 00 of this form w/th your
tax payment.
¢8)
2:5,422.19
.00
492,065.80
15.
14.
NOTE:
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate
16. Amount of L/ne 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
RECEIPT DISCOUNT C+]
NUMBER INTEREST/PEN PAID C-)
08-06-200:5 CD002874 1,054.45
PAYMENT
DATE
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) C15)
Net Value of Estate Sub3ect to Tax C14)
If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to data.
(Is) .00 x O0 =
cz6) 468,64:5.61 x 045=
c17) .00 x 12 =
cia) .00 x 15 =
C19)=
AMOUNT PAID
20,0:54.52
TOTAL TAX CREDZT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
468,645.61
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 and 19 will
.00
21,088.97
.00
.00
21,088.97
21,088.97
.00
.00
.00
( IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR}, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION]
PURPOSE OF
NOTICE=
PAYMENT=
REFUND CCR)=
OBJECTIONS=
ADHIN-
ISTRATIVE
CORRECTIONS=
DISCOUNT=
PENALTY:
INTEREST=
Estates of decedents d~ing on or before December 12, 1982 -- if an~ future interest tn the estate is transferred
in possession or enjoyment to Class B Ccollateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inher/tance Taxes
at the lawful Class B Ccollateral} rate on any such future interest.
To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to= RE:GIXS~ OF NILLS, &~
A refund of a tax credit, which was not requested on the Tax Return, may be requested bY completing an "Application
for Refund of Pennsylvan/a Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Register of Nills, any of the 25 Revenue D/strict Off/cms, or b~ calling the spec/al 2~-hour
answering service for forms ordering= 1-800-$62-2050; services for taxpayers w/th special hear/ng and / or
speaking needs= 1-800-~47-$020 CTT only).
Any party /n /nterest not sat/sf/ed w/th the appraisement, allowance, or d/sallo~ance of deduct/ons, or assessment
of tax ¢including d/scount or /nterest) as sho~n on this Notice must object with/n sixty (60) days of race/pt of
th/s Notice by=
--wr/tten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--elect/on to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on th/s assessment should be addressed in writing to= PA Department of Revenue~
Bureau of ~ndividua! Taxes, ATTN= Post Assessment Rev/ew Unit, Dept. 280601~ Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Res/dent
Decedent" CREV-1501) for an explanation of administratively correctable errors.
If any tax due is pa/d with/n three ($) calendar months after the decedent's death, a f/ye percent CSX) discount of
the tax paid is allo~ed.
The 15X tax amnesty non-participat/on penalty is computed on the total of the tax and interest assessed, and not
paid before Januar~ 18, 1996, the f/rs/ day after the end of the tax amnesty per/od. This non-part/c/pat/on
penalty /s appealable in the same manner and in the the same tame per/od as you would appeal the tax and tn/eras/
that has been assessed as /ndicated on this not/ce.
Interest is charged beginning w/th first day of delinquency, or nine C9) months and one C1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six ¢6~) percent per annum calculated at a daily rate of .00016~. All taxes wh/ch became del/nquent on and after
January 1~ 1982 will bear interest at a rate wh/ch will vary from calendar year to calendar year w/th that rate
announced by the PA Department of Revenue. The appl/cable tn/eras/ rates for 1982 through 2005 are=
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
m
1982 20Y, . 0005~8 1987 9X . 0002~7 1999 Tr. . 000192
198~ 16Y, .000~$8 1988-1991 llX .000501 2000 8Y, .000219
198~ llX .000501 1992 9Y. . O002gi7 2001 9X .0002~7
2002 6X .00016~
1985 1SY, .000S56 1995-199~ 7Y, .000192
1986 10Y. .00027~i 1995-1998 9Z .0002~i7 200.% Sr, .000157
--Interest is calculated as follows=
INTEREST = BALANCE OF TAX UNPAXD X NURBER OF DAYS DELTNI~UENT X DAXLY XNTEREST FACTOR
--Any Notice /ssued after the tax becomes del/nquent will reflect an interest calculat/on to fifteen ¢15) days
beyond the date of the assessment. If payment is made after the /nterest computation date shown on the
Not/ce, addit/onal tn/eras/ must be calculated.
$
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: II) tJ cZ 111 /l
/J
,3-lf7J
Date of Death: 41 /If 1(,
Estate No.: ..:) / 0:3 cj:?' I
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:
Date:
()")
,;.;:-..,
1. State whether administration of the estate is complete:
Yes & No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 1fl- .
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso~epresentative state an account informally to the parties in
interest? Yes lJJ..... No 0
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 report.
tj-r1-o c,,"--
c2~l'-<"j?-c7
19nature
dldf~
rrf{ liNC~C:; {J /lEt. U U C/l
Name
(() t.v ;/16/-1 ?JI (!If ft. (t')L .z.
Address
,.;J..cJCj I?:L~
,
Telephone No.
Capacity: 0 Personal Representative
[TI-Counsel for personal representative
cJ
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/15/2005
DEL DUCA FRANCES H
10 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of COCKLEY NORMA A
File Number: 2003-00431
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 is due by:
5/16/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
)
-
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Norma A. COckley
Date of Death:
0/ ';//1 3
d?005- Of) ~3/
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the a.dminis1ration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
2~ If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 9{ .
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso~epresentative state an account informally to the parties in
interest? Yes )41 No 0
c. Copies of receipts, releases, joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: 1/- ;2s-o "
~Jt-U-IJMdJ~
ignature
, ..0)
Frances H. Del Duca
Name
10 W. High st., Carlisle, PA 17013
Address
717-249-1323
Telephone No.
Capacity: 0 Personal Representative
[B'Counsel for personal representative
J
-;
. .
.
Register of Wills of Cumberland CoWlty
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Norma A. Cockley
Date of Death:
5/16/03
Estate No.:
2003-00431
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:
I. State whether administration of the estate is complete:
Yes r:a- No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso~ r.sPZ"esentative state an account informally to the parties in
interest? Yes 11r No 0
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 report.
Date: -f1/JD
~~ J/;(JJ~/~
Frances H. Del Duca
Name
10 West High st., Carlisle, PA 17013
Address
717-249-1323
Telephone No.
Capacity: 0 Personal Representative
lB'COunsel for personal representative
J