HomeMy WebLinkAbout02-1011PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Robert P. Blocher
also known as
Deceased.
Socia! Security No. 189-09-4716
No. ~.~ -O2' 1OI~
To:
Register of Wills for the
County of Cumberland- in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or named
in the last will of the above decedent, dated September 16, 2002 , 19
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h is last family or principal residen
Cumberland
at
(list street, number and
County, Pennsylvania, with
Carlisle, Cumberland
Decendent, then 86 _ years of age, died November 9, 2002 , 19
at__Carlisle, Cumberland County, Pennsylvania '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after e?~ecution 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 fellows:
(If domiciled in Pa.) All personal property $ 125,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 80,000 00
situated as follows:
~~'tiEKEFORE, petitioners} respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters- testamentary
(testamentary; administration e.t.a.; administration d.b.n.c.t.a.)
[heron.
~~
~~
~,
f
i iam ncan
1 Irvine Row
Carlisle. PA 17013
OATH OF PERSONAL REPRESENTATIVE
CQ~i~4t}'~'« EALTIi aF PENR'SYLVANIA 1
Cumberland
COL'~TY' OF
The pctitioner~s> above-narnzd swear(s) or affirm(s) that the statements in the foregoing petition are
uue and corr. c; to the best of the knowledge and belief of petitioners} and that as personal represen-
tati~e(;) of the above decedent petitioner(s) will well and tfuly minister the estate according to law.
Sworn t:~ or affirmed and subscribed
hef!~rr ~~}e this __ 1 2th ___ day of
N(1VFMRRR 1~X
_~~
t~>~ ~'l}ReKister
ar is e,
No. 2~-Oa.-loll
Estate of Robert P. Blocher ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW November 1 3 , 2002 ~~IX-, 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 September 16, 2002
described therein be admitted to probate and filed of record as the last will of
Robert P. Blocher
and Letters Testamentary
are hereby granted to William A. Duncan
FEES
Probate, Letters, Etc.......... $ 2 7 0. 0 0
Short Certificates( ) .......... $ 3 6 . 0 0
R~€~~an ext z a ..pa.g e.s $ 6. 0 0
JcP $ f6.00
TOTAL $ 322.00
Filed .... 1 1 -1 3-2002
.....................
called atty 11-13-2002
Regi,ter of Wills
I j ~'~~
~~o1~'L_ C ~r~ ~
ATTORNEY (Sup. Ct. I.D. No.)
William A. Duncan
ADDRESS
1 Irvine Row
Carlisle. PA 17013
PHONE
717-249-7780
•hhis is rl_~ c.~rtih~ that the iraora~lation here given is correctly copied from are original certificate of death du]v filed ~;virh me as
local 4~egiserar. ~I71e original certificate will be.forwarded to the State 1'ital Records Office for perrt,ane~nt fiiit(g.
WARNING: !t is illegal to duplicate this copy by photostat or photograph.
I ,'~ for [nis c~ I :~~a(e, ~s2.00 ~~~ ~ ~ ply • ~ ~ _
~y v s 3 CI
F~o~.
---- - -- ----- - - ---- - __.._ ENT ~ ,,, N 0 V 11 2002
I. ± ),, _
H105.ta7 Rav. 7ro7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
NN7 CERTIFICATE OF DEATH
ENT NAME OF DECEDENT IF,rm. MW^Ie, Lavl --~- -- --_ 9TRE FKE NUMNER
Robert P. B l o c h e r sEK SGCML SECVRITY NVMBER DATE OF DEATN,Mrvr1, pal.'brI ~
'' .. Male 7. 189 - 09 - 4716 .November 9,2002
AGE (UN B•mQiy) UNDER 1 YEAR CINDER I DAY DATE OF &RTH BNTTMPLADE 1Cay x4 PLACE OF DEATN ICnecM
86 ~• ~ D•ra Hpwa ; M4YIr MMOnm. /aerl $18Iep F«agn Caunn «'~"fn•-'~^'slrucl~m5 mfnnarypl
(p7 py 6 Carli$~e HOSPITAL' OTNER:
YA. 1 7 1 , InMlian ^ ERrOulDnnd lJ DOa ^ H«,~~ h/1
'- !. ,. Penns 1 va n i a ... Icy R..,n.rK. ^ ,°'""~cNl ^
COUNTY OF DERH CRY, BOHO, TNP OF DEA7H FACM1RY NAME IM np rcpnlWpn, fl^'a wM and numlrrl
Cumber 1 a n d vans DEDENT OF NI$PANIC ORIGIN? RACE • Am.nen aldNr4 glay Wn"..,~
Carlisle
~, -M Thornwald Home "°~"'^"^"~°~'^ 's°°`•Y' White
t. ~• MaA . Plrrro tikan, re.
DECEDEM'S USUAL OCCUPA7gN KWDOF BUSINESSnNDUSiRV WAS DECEDENT EVERIN ~' +.•
(CM'alurtldvpF aorr Olw m® DECEDENT'S EDIICATgN MARITALSWDS•
Arm De at U.S.A DFORCE57 n MrrYd
d lNl; rb nal r eo Can Na.~7wHM~a^lQao$. pNEn~.(p~ww. SURVIVN~f: SPOUSE
Y P Ma NO ^ ENrwnury Cd»SI• ('y rf'(!U W P. r I",••• ~•ma0., wn.I
. ,Kydrau its ~echani ,~;~ (,.,«7ij
1R 17. 77. -
DECEDENT'Si•AILNKI ADDHES3 ryrM.Cryyb.n. Slaw. LpCoeel DECEDENTS la• 1!.
442 Walnut Bottom Road "~'D"~ 7)..S1aY ennsy vanla
RESIDENCE D'q 77c.^ Ma. dacadNN Yyad in
,Carlisle, Penna. 17013 '$e°'"""~'" Cumberland ~:'" "°
on amer soai lowrNp) "°• elK.e.rN ttia C a r l i s l e
IT6.Lamry ,) actor NmlNd
FRTIER'S NAME IF•s. MtfOq_yay` , t Edward B 1 o c h e r MOTHER'S NAME IF.r, M , Maaen SMnynel "BOO'
"• 11 y ,,. ~`1~argaretta Torrey
NaFORMANT'S FIAAIER INF T'S IlJt/O SS ISaaat LD L
~ps~ard P. Blocher ~'~ ~'"ast `~range~~:',5`~i°ippensburg,Penna. 17257
/~y]I. DATE OF pSPOSRpN PLACE OF pSPOSITgN • Name d Camrary, CramaYry C~
Darlalion^ o .~adNcranwcn^ R.mPlrr irpm Sln.^ (MprtDw. Mar) «om., Piaa sir..mceo.
^ November13,2002 Mt. Zion Cemetery ~O roe twp
"` "°• ~+•• ~nberland Count Penna.
SKiNIVURE OF 9ERVK:E LICENSEE OR PE ACTING AS SUCH LK:ENS AMS ANO SS OF CITY
:s n,. ~~~19-L wingAOD~ro~~iers: o t HanovQr StreQ}
N'"" «+y-^••ummrn blMt»rd .arnaxwrwatn.nm. osuaragacsralaa. tea. ar115Ye PeY1nS 1Vanla 1701
Myaerlr r1•wde..mY ~ a LICE SE NUMBER DATE SIGNED
• aw d.rl,, a.. /7z15 c~-Q.L1J ~~~12.Q1..~l~.lJ • ~/Sro9 ~ L. Ma+n.Da.M.I II
Name 2a.7N mW M nrnplalW 6y TN•E OF DEATH 776. 77e / / / 4 C Dad.,
paraen aalo pmrrrw,ra rrtln DATE PRONpUN1CEO DEAD IMOnm, Day, Merl VMS CARE REFERRED TO MEDICAL EXAMINEfLCORg1ER7 r~
77. MRT 1: Edar er Obaaaaa, vyyrya p mrnpicsl,pn nlltn uuaed Ur wam. Do rlO emar IM moan of 16
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tYMEDIILTE CAUNE (F++r ~ idaMl WMaan real muNYq aI NY urWMMnE Callao Osarl PARE 1.
I cruet and doom
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//ASACONSEOUENCE
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our. Fnlw UNDERLYNq ~ c I
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• ~~O•"•'O+ OIIE TOIOR AS ACDNSEWENCE OFl:
leswrq n oeanl LAST
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WAS AN AIJIOPSY WERE AUTOPSY fNlpNG3 MANNER OF DEATH DATE OFIWURY TIME OFINJURY I
P£RFORME07 ALa11L.A~E PRN1A TO IMmm. NJURY AT WORK) DESCRIBE /IDLY INJURY OCCURRED.
COMPLETgN a CAUSE ,.,,/ Dal'. M>I
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7NN. 2H. 7,• wdrllnq, rt. ISpecMl
EiRTMRER ICneca ant' arlH 7a. 7b.
'l~RT1FVN10 MYEICIANlPnyecrn nrWy,ng nlrrdOeM wnen an«ner q.yscan nasppqura:ep Beam ann cpnpNeC non 771 SIGNATURE 71TLE OF CERTIFIE'p/~
TO NY beer OI my luYraNdpa, aem oaum0 dr b Nr eWSe(a( and manner r aUfae ..................................................... ^
716. ~
'7MONOUNfJNO AND CERTIf•/ING PNYSKYAN IPnyscrrl Dam ppwurc LICENSE BER DATE~~j~~ pay. Mrl
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• pl•ca, aneaw folM uuwla)arW mannerw erlW .......................... ^ 71<. ~0 `/
-NAME ANDA ESS Of PERSON WHO COMPLETEOCAUSE Of DEAT~
• 'MEDICAL E%AMINERICORONER (Item 271 Type or Prl
mMnw as istatad ~minatlon and/or Inwstignbq in my opinion, death xcurred at t°e lime, data, and place, and due b the eauw(a) aM
REGISTMR'S SIGNATUREA ER Cpl( C.•/J ~f ~' ~/Je/I
. /~ • ~~ , DATE fILEDfMOnm. paY. arl
b. N I`w,-L~-,aE3.l, L .L(1JI 7.. 0~. 1~ 0 ~-
LAST WILL
TESTAMENT OF
21-02-1011
ROBERT P. BLOCHER, of 324 S. Pitt Street, Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking any and all
other wills and codicils heretofore made by me.
FIRST. I direct that all my just debts and funeral expenses be paid from my estate as
soon after my death as practically and conveniently maybe done.
SECOND. I direct that my remains be interred within my family's burial plot in accord
with my expressed wishes.
THIRD. I authorize my personal representative to expend funds from my estate, in such
amounts as my personal representative shall consider necessary and desirable for the purchase,
erection and inscription of a suitable marker for my grave.
FOURTH. I give and bequeath the sum of Three Thousand ($3,000.00) Dollars each
my granddaughters, Debra Peters and Staci Millward.
FIFTH. I give, devise and bequeath any and all tangible personal property owned by me
at the time of my death unto my sons, Richard P. Blocher and Robert A. Blocher, in equal ''~
shares, per stirpes.
SIXTH. I give, devise and bequeath any and all real estate owned by me at the time of
my death, unto my sons, Richard P. Blocher and Robert A. Blocher, in equal shares, per
stirpes.
SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate
unto my sons, Richard P. Blocher and Robert A. Blocher, in equal shares, per stirpes.
EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon
my estate passing under my will or otherwise, shall be paid out of the principal of my residuary
estate.
NINTH. I hereby nominate, constitute and appoint William A. Duncan, of Duncan &
Hartman, P.C. as Executor of this my Last Will and Testament, provided that total
compensation for service as attorney of the estate and Executor shall be limited to seven (7 %)
percent. I hereby relieve my Executor from the necessity of posting security in connection
with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I
am able by law to do so. In addition to the powers conferred by law, I authorize my Executor,
in his absolute discretion, to retain in the form received, and to sell either at public or private
sale anv real or nersonal nronertv owned by me at the time of my death.
TENTH. I have made, or may from time to time make, a written memorandum
expressing my desire to give certain items of personal property to specific persons. I urge my
Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be
stored in conjunction with this Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
~~~.
and Testament, consisting of two typewritten pages this `~~~ay of , 2002.
( J
~// ~~ ~
ROBERT P. BLOCHER
Signed, sealed published and declared by the above named Testator Robert P. Blocher as
and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and
presence and in the sight and presence of each other, have hereunto subscribed our names as
witnesses.
1
~,,~ ~ j'~1,~~ 1. ~~_-._
~~ L
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, Robert P. Blocher, Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
~~
/~ r ~/
ROBERT P. BLOCHER
Sworn or affirmed to and
acknowledged before me, by
Rob P. Blocher this~~pday
of ~.-- ; 266:-------_.....
~,
t`
N ary Public
COMMONWEALTH OF PENNSYL VANIA
NOTARIAL SEAL
~.ynthia L. Darr, Notary Public
South Middleton Twp., County of Cumberland
icy Commission Expires Aug. t a, 2004
:SS.
COUNTY OF CUMBERLAND/
W ,1l cG m (~ -~ Yl C Ct N }2~ c; h C~ rc( ~.1 •l~~ Q n.~ C 2
We, rr and S, ns the witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose and say that
we were present and saw Robert P. Blocher sign and execute the instrument as his Last Will;
that he signed willingly and that he executed as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or
more years of age, of sound mind and under no constraint or undue influ nce.
~_.
~fl~.d. ?. n, ~.lLtl,~,~
Sworn or affirmed to and " ~
subscribed ore me by
~Gc~~~/r~~ r;4- hC4 nd
'-~~~"-~ ~ ,witnesses,
this~~,~ay of ~~ ~ , 2.
tiJ\~ ~ ~, ~ ~~ NOTARIAL SEAL
Cynthia L. Darr, Notary public
Public South Middleton Twp., County of Cumberland
MY CammiASion ~itgirg~ A~~, t 4, 2004
LIST
wish to leave to my granddaughter, Debra Peters, my statue of "Rebecca at the
1. I
Well" .
randson, Mathew Peters, my colt .22 rifle and my .45
2. I wish to leave to my g
tic istol. The guns shall be held by his father until such time as he see fit to pass t em
automa p
to Mathew Peters. j j~ /,
RO EB T P. BLOCHER
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
DUNCAN WILLIAM A ESQUIRE
1 IRVINE ROW
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
fold
ESTATE INFORMATION: ssrv: iss-os-4~~s
FILE NUMBER: 2102-101 1
DECEDENT NAME: BLOCHER ROBERT P
DATE OF PAYMENT: 02/05/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1 /09/2002
AMOUNT
101 ~ 516,619.97
TOTAL AMOUNT PAID:
REMARKS: WILLIAM A DUNCAN ESQUIRE
SEAL
CHECK#103
INITIALS: CW
RECEIVED BY:
DONNA M. OTTO
516,619.97
DEPUTY REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 002130
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent: Robert P. Blocher
Date of Death:
21-02-1011
Will No. Admin. No.
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 November 22, 2002
Name Address
Richard P. Blocher. 511 E. Orange Street, Shippensburg, PA 17257
Robert A. Blocher 4515 Village Street Erie, PA 16506
Staci Millward 2201 Foxboro Court, Erie, PA 16510
Debra Peters 326 Mt. View Road, Mt. Aolly Springs, PA 17065
NONE
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: /~ /.~J ~~
Signature
Name
Address 1 Trvi ne Row
Carlisle, PA 17013
Telephone ( ) 717-249-7780
Capacity: ~ Personal Representative
Counsel for personal representative
l ;.% /C"'~~ ~ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
ti' INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E%AFP (01-037
DATE 03-24-2003
ESTATE OF BLOCHER ROBERT P
DATE OF DEATH 11-09-2002
FILE NUMBER 21 02-1011
COUNTY CUMBERLAND
WILLIAM A DUNCAN ACN 101
DUNCAN & HARTMAN Amount Remitted
1 IRVINE ROW
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _____________________
------------------------------
-------------------------- ----------------------------------
REV-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 0
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BLOCHER ROBERT P FILE N0. 21 02-1011 ACN 101 DATE 03-24-2003
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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)
g, Total Assets
~1) 80,664.25 NOTE: To insure proper
(2) ,00 credit to your account,
C3) ,00 submit the upper portion
(4) ,0 0 of this form with your
~5) 354,466.13 tax payment.
c6) .00
c7) .00
130 .38
435
~$) ,
APPROVED DEDUCTIONS AND EXEMPTIONS: 46,359.08
9 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
.
I) C10) ,0 0
10 Debts/Mortgage Liabilities/Liens (Schedule 359
08
46
. C11) .
.
11 Total Deductions 388,771.30
. (12)
12. Net Value of Tax Return .00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (S chedule J) (13) 30
771
388
13. (14) .
,
14. Net Value of Estate Subject to Tax
n assessment was issued previously, lines 14,
If 15 and/or 16, 17,
d 18 and 19 will
t
NOTE: a
e.
a
reflect figures that include the total of ALL returns assessed to
ASSESSMENT OF TAX: .00 X 00 = .00
15. Amount of Line 14 at Spousal rate C15)
388,771.30
X 045=
17,494.71
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 0 0 12 .00
(17) . X
_
17. Amount of Line 14 at Sibling rate 00 15 .00
s B rate (18)
l/Cl . =
X
18 as
Amount of Line 14 taxable at Collatera 17,4 94.71
. (19)=
19. Principal Tax Due
DATE nUnDCR
02-05-2003 CD002130
C+1 I AMOUNT PAID
PAID (-)
874.74 16,619.97
+( IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 17,494.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS' THAN 81, 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.)
REV-1500 EX + (8-00)
if - /CJ(;'- '-{
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
DECEl1EfIT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
I-
2:
W
C
W
(,)
W
C
BLOCHER ROBERT P
DATE OF DEATH (MM.DD-Ye~)
DATE OF BIRTH (MM-DD-Year)
11/09/2001 0512611916
(JF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INfTfAl)
'"
:;:
",~Ul
U~'"
","U
:c&':9
U....
!l:
00 1. Original Return
o 4. limited Estate
06. Decedent Died Testate {AItachcopyofWlIj
o 9. Lilfgation Proceeds Received
o 2. Supplemental Return
o 4a. Ftrture Interest Compromise (date(lfde~ mter 12-12-82)
o 7. Decedent Maintained a living Trust (Mach copy tHrust)
o 10. Spousal Poverty Credit (date of lIBath between 12-31-91 and 1-1-95)
..--
OFFICI.oJ..USEONLY
FILE NUMBER
21 -0 2 1 0 1 1
""'COiiHTy"Cci6r~--'NiiimR--
SOCIAL SECURITY NUMBER
189--0-947
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
03. Remainder Retum {dlte ofdealh plior 10 1Z-13-82)
o 5. Federal Estate Tax Return Required
!.. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AttachSchOj
i
z
o
..
i
8
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUl-D BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
WILLIAM A. DUNCAN 1 IRVINE ROW
FIRM NAME {If ^_~}
DUNCAN & HARTMAN P.C.
TELEPHONE NUMBER
717-249-7780 CARLISLE PA 17013
(1)
(2)
(3)
(4)
(5)
2:
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1. Real Estale (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held Corporafion, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Joinlly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debls of Deoedenl, Mortgage Uabililies, & Uens (Schedule I) (10)
11. Total Deductions (total Unes9& 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(8)
14. Net Value Subject to Tax (Line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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<(
I-
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X _(15)
388,771.30 X .045 (16)
X 12 (17)
X .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 141axable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
80,664,25
OFFICIAL USE ONLY
354,466.13
435,130.38
46,359.08
(11)
(12)
(13)
46,359.08
388,771.30
(14)
388,771.30
17,494.71
17,494,71
Decedent's ComDlete Address:
~~A~DRESS I IRVINE ROW
aTY
CARLISLE
I STATE
PA
I liP
17013
Tax Payments and Credits:
1 Tax Due (page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
17 ,494. 71
874.74
Total CredIts (A + 8 + C)
(2)
874.74
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is !1eater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total 01 Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
16,619.97
16,619.97
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
I. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;......... ...................... ....... ............ ............ D 00
b. retain the right to designate who shall use the property transferred or its income; ................. ................... D 00
c. retain a reversional)' interest.or................................... .............. ..... ............................... D 00
d. receive the promise for life of either payments, benefits or care?...... ............................... ................... D 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?................. ................. .............................. .................... D 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.............. D 00
4. Did decedent own an Individual Retirement Account, annuity, or other non""abate property which
contains a beneficiary designatianL.. ....................................................................... .................... D 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
7;:: VnVL } cJuJ
SIGNATURE OF PREPARER OTHER THAN REPR
,4-tC L.. / 5
ENTATIVE
/76/5
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January I, 1995, the tax rate imposed on the net value of transfers to or for the use 01 the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after Janual)' I, 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 Juty I, 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 decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) 172 P.S. ~9116(a)(1)].
The tax rate imoosed on the net value of transfers to or for the use of the decedenfs siblinos is 12% r72 P.S. $9116(a)(1.3)1. A siblina is defined. under Section 9102_ as an
REV-15ll2EX+{1-97)
SCHEDULE A
REAL ESTATE
.~
COMMONWEAlTH OF PENNSYLVANIA
- INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BLOCHER ROBERT P 21 02 1011
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy Of sell, both having reasonable knowledge of the relevant facts. Real property which Is jointly-owned with
right of
survivorshin must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
80,664.25
324 S. PITT STREET
CARLISLE, PA 17013
CUMBERLAND COUNTY
TOTAL IAlso enter on line 1 Recaoitulationl $
.An .AAA .,,,
REV-1508EX"(1-9n
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
.c
COMMONWEALTH OF PENNSYlVANIA
- INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BLOCHER ROBERT P
FILE NUMBER
21 02
1011
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. ALLFIRST BANK 20,396.46
CHECKING ACCOUNT # 17092175
2. ALLFIRST BANK 22,755.77
MONEY MARKET ACCOUNT # 98121200
3. POTTEIGER AUCTION HOUSE 243.00
SALE OF PERSONAL PROPERTY
4. PP & L ELECTRIC BILL REFUND 15.55
5. THE SENTINEL REFUND 137.19
6. PNC BANK 10,835.74
CHECKING ACCOUNT # 51-4018-0675
7. METLlFE # 127849067 1,295.82
8. 1995 BUICK CENTURY VIN # 1G4AG55M656484406 3,000.00
9. AMERUS ANNUITY GROUP # 249854 39,291.89
10. ING RELlASTAR 14,614.43
ACCOUNT # SSIX008742
11. SUN LIFE FINANCIAL 36,966.70
ACCOUNT #79-7900-281610
12. SUN LIFE FINANCIAL 36,375.86
ACCOUNT #79-7900-281638
13. SUN LIFE FINANCIAL 50,000.00
ACCOUNT #79-7900-219412
14. LUTHERAN BROTHERHOOD 59,268.86
ACCOUNT #B3322170
15. LUTHERAN BROTHERHOOD 59,268.86
ACCOUNT #B3322172
TOTAL (Also enter on line 5. Recapitulation) $
354.466.13
RE\l-15HEX+{1-97}
COMMONWOALTH OF PENNSYlVAN~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST ATE OF
BLOCHER ROBERT P
Debls of decedent must be reported on Schedule I.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 02
1011
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) WILLIAM A. DUNCAN 15,229.56
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 1 IRVINE ROW
Gily CARLISLE State PA Z" 17013
Year(s) Commission Paid: 2003
2. AtlomeyFees DUNCAN & HARTMAN, P.C. 15,229.56
3. Family Exemplion: (If decedenfs address is nolthe same as claimanfs, aUach explanation)
Claimant NONE
Slreet Address
Gily State Z"
Relalionship of Claimanl to Decedent
4. Probate Fees REGISTER OF WILLS 437.00
5. Accountanl's Fees
6. Tax Return Preparer's Fees
7.
8. CUMBERLAND LAW JOURNAL (LEGAL AD) 75.00
9. RWC MEDICAL CORPORATION 19.39
10. THORNWALD HOME, INC. 1,711.00
11. WEST SHORE EMS 192.00
12. PHARMERICA (MEDICAL BILL) 727.40
13. PP&L 31.10
14. UGI 25.45
15. APEX ASSET (MEDICAL BILL) 19.39
16. THE SENTINEL (LEGAL AD) 81.59
17. PHARMERICA (MEDICAL BILL) 441.66
TOTAL (Also enter on line 9. Recapitulation) $ 46 359.08
II~ _____ _____ :_ ___-'_-' ,___..... _-'-',~:___, _...__~_ _6:~"'_ ___._ _'-_\
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
"BL?CHER. ROBERT P
21
02
1011
Page 1
Schedule H - Funeral Expenses & Administrative Costs - B7
ITEM
NUMBER
AMOUNT
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
DESCRIPTION
F&M BANK CHECK BOOK FEE
HARTZELL EYE CARE
SPRINT (FINAL BILL)
ERA-NRT REALTOR COMMISSION
WOLFE & SHEARER REALTOR COMMISSION
FINAL HOMEOWNERS INSURANCE BILL
NOTARY
DUNCAN & HARTMAN, P.C. (SETTLEMENT FEE)
SECURED LAND TRANSFER
TRANSFER TAX
RECORDING FEES (DEED & MORTGAGE)
CARLISLE BOROUGH (FINAL WATER & SEWER BILL)
HERMAN PLUMBING (REPAIRS)
JOSHUA A. DARR(CLEANING & TRASH REMOVAL)
2002 SCHOOL REAL ESTATE TAXES
2002 COUNTY & LOCAL TAX
22.00
15.00
12.63
2,545.00
2,425.00
206.24
10.00
1,200.00
722.76
1,600.00
103.00
44.97
775.00
715.00
1,078.13
664.25
SUBTOTAL SCHEDULE H.B7
12,138.98
REIJ.1513EX+(1-97)
SCHEDULE J
BENEFICIARIES
COMMONW6ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BLOCHER ROBERT P
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
DEBRA PETERS
326 MT. VIEW ROAD
MT. HOLLY SPRINGS, PA 17065
STACI MILLWARD
2201 FOXBORO COURT
ERIE, PA 16510
RICHARD P. BLOCHER
511 E. ORANGE STREET
SHIPPENSBURG, PA 17257
ROBERT A. BLOCHER
4515 VILLAGE STREET
ERIE, PA 16506
FILE NUMBER
21 02
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
GRANDDAUGHTER
GRANDDAUGHTER
SON
SON
1011
AMOUNT OR SHARE
OF ESTATE
3,000.00
3,000.00
1/2 RESIDUE
1/2 RESIDUE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DiSTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2.
3.
4.
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEE $
{If mnn~ !=m::l(:A 1<::: nAArtArl in<:::p.rt Mrtltinn::tl <:::hAA~ nf fhA ~::tmA <:::bp\
LAST WILL
&
TESTAMENT OF
ROBERT P. BLOCHER, of 324 S. Pitt Street, Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking any and all
other wills and codicils heretofore made by me.
FIRST. I direct that all my just debts and funeral expenses be paid from my estate as
soon after my death as practically and conveniently may be done.
SECOND. I direct that my remains be interred within my family's burial plot in accord
with my expressed wishes.
THIRD. I authorize my personal representative to expend funds from my estate, in such
amounts as my personal representative shall consider necessary and desirable for the purchase,
erection and inscription of a suitable marker for my grave.
FOURTH. I give and bequeath the sum of Three Thousand ($3,000.00) Dollars each
my granddaughters, Debra Peters and Staci Millward.
FIFTH. I give, devise and bequeath any and all tangible personal property owned by me
at the time of my death unto my sons, Richard P. Blocher and Robert A Blocher, in equal
shares, per stirpes.
SIXTH. I give, devise and bequeath any and all real estate owned by me at the time of
my death, unto my sons, Richard P. Blocher and Robert A Blocher, in equal shares, per
stirpes.
SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate
unto my sons, Richard P. Blocher and Robert A. Blocher, in equal shares, per stirpes.
EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon
my estate passing under my will or otherwise, shall be paid out of the principal of my residuary
estate.
NINTH. I hereby nominate, constitute and appoint William A. Duncan, of Duncan &
Hartman, P.C. as Executor of this my Last Will and Testament, provided that total
compensation for service as attorney of the estate and Executor shall be limited to seven (7 %)
percent. I hereby relieve my Executor from the necessity of posting security in connection
with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I
am able by law to do so. In addition to the powers conferred by law, I authorize my Executor,
in his absolute discretion, to retain in the form received, and to sell either at public or private
sale anv real or ner~onal nronertv owhed bv me at the time of mv death.
TENTH. I have made, or may from time to time make, a written memorandum
expressing my desire to give certain items of personal property to specific persons. I urge my
Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be
stored in conjunction with this Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Testament, consisting of two typewritten pages this !/;,t:'Cray of ~'2002.
~jif-~~
ROBERT P. BLOCHER
Signed, sealed published and declared by the above named Testator Robert P. Blocher as
and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and
presence and in the sight and presence of each other, have hereunto subscribed our names as
witnesses.
\vst~~^'-c~
:~rlAO!lif{1itJ~~
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, Robert P. Blocher, Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that 1 signed
and executed the instrument as my Last Will; that 1 signed it willingly; and that 1 signed it as
my free and voluntary act for the purposes therein expressed. r-::>. J 0,(7 _.
.~ P ~k.-
ROBERT P. BLOCHER
NOTARIAL SEAL
Cynthia L. Darr, Notary Public
South Middleton Twp., County of Cumberland
. My Commission Expires Aug. 14, 2004
)
COMMONWEALTH OF PENNSYLVANIA
:SS.
COUNTY OF CUMBERLAN~ :
(,llll rGtl\'\.lIflXA(lcaf\! Ptc.h.Qrr( JJWe..eN<2rC..
We, C}1MI!i1l l.. Bllrr and ~'Will B. UlI.ens the witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose and say that
we were present and saw Robert P. Blocher sign and execute the instrument as his Last Will;
that he signed willingly and that he executed as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or
more years of age, of sound mind and under no constraint or undu~~tnce.
\A~~^-u~
NOTARIAL SEAL
Cynthia L. Darr, Notary Public
S~uth Middleton Twp., County of Cumberland
y Comml"..I<m !:1."ir~. Aug. 14, 2004
.,
(
,
!:IONTIAC.
I~
()Id&.d)Ie
@
BUICK
(S)
~
mil
TRUCKS
Graham
Motor Company, Inc.
The 1995Buick Century bearing the VIN # I G4AG55M6S6484406
belonging to the estate of Robert P. Bloche has a fair market value of
$3,000.00.
Tony Cline
~ ov~ c.J clJ::,"'-.J
J
Used Car Sales Manager
Graham Motor Co.
1402 Holly Pike, Carlisle, Pennsylvania 17013 . Telephone 717-243-3066 . FAX 717-249-7998-
A U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT OM8No.2502_0265
SETTLEMENT STATEMENT
T1TLEPf!O
. SI;:CURED LAND Laserprinl
.'
.- TRANSFERS, INC.
B. TYPE OF LOAN
5006 East Trindle Road 1. ( JFHA 2. [ J FMHA 3.~ J CONY. UNtNS.
Suite 203 4.llVA 5. r J CONY. INS.
Mechanicsburg, PA 17055 6,FILENUM8ER: I 7. LOAN NUMBER:
504297 0020863429
Phone: (717) 591.8500 FAX: (717) 591-8506 6. MORT. INS. CASE NO.:
C NOTE: This form islumished 10 give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Ilemsmarked
'(p.o.c.)' were paid outside the dosing: they are shown here lor informational purposes and are not included in the lotals.
D. NAME AND ADDRESS OF BORROWER' E. NAME AND ADDRESS OF SEllER: F. NAME AND ADDRESS OF LENDER:
Katherine G. McGivney Robert P. Blocher Estate ERA Mortgage
3000 Leadenball Road
Mount Laurel NJ 08054
G, PROPERTY LOCATION: H. SETTLEMENT AGENT: l. SEmEMENT DATE:
324 South Pitt Street Secured Land Transfers, Inc. 11/15/02
Carlisle BOROUGH PLACE OF SETTLEMENT:
CUMBERLAND County 1068 Harrisburg Pike, Carlisle, PA 17013
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
laD. GROSS AMOUNT OUE FROM BORROWER 4oo.GROSS AMOUNT DUE 'TO SEl.LER
101. Contract sales price 80000.00 401.Contract sales price 80000.00
102. Personal property 4olPersonal properly
103. Settlement charges to borrower (line 1400) 754.5" 403.
104. 404.
105. 405.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
106.City{Townlax '0 40lLCityITowntax '0
107,Coulllylax 11/15/0"'012131/ 2 :;4.7U 407.Counlylax 11/15/0"'012131/02 54.70
108. Ass9ssmenls 10 408.Ass9s~m&nls 10
",. School H/15/02,oOb!3 )/' 3 609.55 409, School 11/1"/0-"0 UO/ 3 0/03 009.55
'10 '0 410. "
111. .11
'" 412.
\20. GROSS AMOUNT DUE FROM 80RROWER 81418.77 420,GROSS AMOUNT DUE TO SELLER 80664.25
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER SOIl, REDUCTIONS IN AMOUNT DUE,.O SELLER
201. Deposit or earnest money 2000.00 601.Excess deposit (see instruclions)
20t, Principal amount of new loan(s) 640UO.00 sot. Settlement charges to seifer (line 1400) H425.10
20J. Existing loan(s) taken subject to s03.Existing loan{s) taken subject to
". s04.Payoff of First Mortgage Loan
NONE
"5 50S. Payoff of Second Mortgage Loan
2ClS. 506.
?Cl7 SOT
~O8 SM.
!09 SM.
Adjustments for items unpaid by seller Adjustments for items unpaid by seiler
~IO. Cily{fown tax '0 510.CilylTowntax '0
>11. Counly lax '0 Sl1,Counlylax 10
'12. Assessments '0 SIt.Assessments "
'IJ School '0 513. s<:h.aQl '0
'14. 5"
.15 S1!i.
." 515
" '"
" 516.
" 51'
20. TOTAL PAID BY/FOR BORROWER 66000.00 520.TOTAL REOUCTION AMOUNT DUE SELLER H425.10
OCl CASH AT SETTLEMENT FROM OR TO BORROWER lioo,CASK ",. SE1TLEMEtlT TO OR FROM SEllER
01. Gross amount due from borrower (line 120) 81418.7 60l.Gross amount due to seller (line 420) 80664.25
02 Less amount paid byl!or borrower (line 220) bbOOO.OO s02.Less reduction amount due seller (line 520) H425.10
n. CASH ((X] FROM) (( ] TO) BORROWER 15418.77 s03CASH IDO TO) ([ ] FROM) SELLER 69239.15
uyeror Borrower's SigMture
Seller'sSignalule
HUD.l Rov, 5186
u." Llt:"-AH I Mt:1\I1 Uf- HUUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
OMB No. 2502-0265
L. SETilEMENTCHARGES 504297
700. TO'TAl SALES/BROKER'S COMMISSION baud on prll:' $ 80000.00 6,0
Di\(/.sion 01 Commission (line 700) as lollows: Total; $4 1800.00
7(l.1.,,~ 2J75.00 \0 ERA-NRT, Inc.
702. $ 2425.00 to Wolfe & Shearer Realtors
703. Commission paid at Settlement
704.TranS Fee ERA-NRT, Inc.
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. loan Origination Fee .500 % ERA Mort a e ($250.POC)
802. loan Discount %
803. Appraisal Fee to
804. Credit Report to
805. Lenders Inspection Fee
806 Mortgage Insurance Application t:ee 10
807. Assumption Fee
808.
809.
810.
811.
900.
70.00
901.
902.
903.
904.
905.
000.
001.
002.
003.
004.
005.
006.
007.
ooa. A re ate
100. TITLE CHARGES
1101. Seltlemant or closing feeta
102. Abstracl or tilte search to
103. Title examination to
104. Tille insurance binder to
105. Document preparation to
1106. Notaryfaes to
107. Attorney's fees to
(includes above items No.:) 1105
1106. Title Insurance to Secured Land Transfers
(includes above ltems No :) Ends: 100 300 900
109. lender's coverage $ 80, 000
110. Owner's coverage$. eo I 000
1111. W~re Fee Secured
112. Tax Cert Secured
113.02 I SchTax Darlene
200, GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Recording fees: Deed $ 38.50 Mortgage$ 64.50
202. City/county tax/stamps: Deed $ 800 . 00 Mortgage $
203 Slale tall/stamps: Deed $ 800 . 00 Mortgage $
'204. Fl.nalSewer Carlisle Boroll h
\205. Home Wrnt. AON HW ($399. POC
300. ADDITIONAL SETTLEMENT CHARGES
301 Survey to
302. Pest Inspection to Interstate Term1te & Pest
303. Home Ins (B-POC)
1304. Wtr SwWork Herman Plumbln
,1305 Clean Trsh Joshua A. Darr
1400. TOT Al SETtlEMENT CHARGES (enler on lines 103 and 502. Sections J and K}
ITEMS REaUIRED BY LENDER TO BE PAID IN ADVANCE
Interestfrom 11 15 02 loll 30 02 0$
Mortgage Insurance Premium lOT mO,lo
Hazard Insurance Premium for 1 yrs. to ERIE Ins.
yrs. to
1.2.89/day
206.24
($351.POC)
RESERVES OEPOSITED WITH LENDER FOR
Hazard Insurance 3 mo. C $
Mortgage Insurance mo. iii $
Ci\ylioWf'l tax mo. C.$
County tax 11 mo.O$
Assessments mo. 0 $.
School Tax 6 mo.O$
mo.OS
mo.O$
29.25
fmo.
/mo.
fmo.
/mo.
fmo.
fmo.
fmo.
fmo.
87.75
36.17
397.87
81. 68
490.08
-444.17
Cash
Duncan & Hartman,
10.00
10.00
1200.00
PC
Land Transfers
Land Transfers
L. Mo er, T C
Office
A ent.)
103.00
800.00
800.00
44.97
Mise. $
25.00
754.52
775.00
715.00
11425.10
Parties agree thai no liQbMy is assumed by Salllernenl Agent lor Iha accu,acy 01 information furnishad by others as shown On lhe HUe.1 Selllemenl StatemenL Selllllmen1 Agllnl hllreby
e.prllSSfy
,ese",es Ihe fight I" deposit any amounts collllcled lor disbufl;eme!\l in an illlll""s( bea,ill9 QCCO\lf\\ ifI" FMle,a\\y in",,,,edimll\uhon and 10 cred~ a"y i"lll.ul so earned 10 i1s
own account as addiliohal
compensali,mf"rilssllrvicnintlli"'t'ansacli"n
HUD CERTIFICATION OF BUYERS AND SELLERS
I have carefully reviewed 1he HUD I SetUemantStalemeo.tao.d to me be$(ol my kllowledge am:! bellel 1\ \5 ill Irue and accuTa.le "'alemenl alan recelpls and drsbursemer'11s
made on my accounl by me In thIs transactIOn Ilurthar certify Ihall have receIVed a copy of \eJ:l~~~;ltl:~;nl~t::.me(J r)r f{. ('L 'LL' I ( --4:-
titJJJ Jd II, '\~ "V.l .\.., \, V) ,'-, C' , i- -.1,
~ M(~~ ':"-V -.1.\,..",,"-((( l\ I '\ \ C_
Buya'me"rrower'.Sign""'a / I \ Selle,'sSignatu,e
Buye,'sAdd,e,s&Phone
Sarla,'sNewAddress&Phona'
The HUD-l Selllsme,,' Slatemenl which I heva pre~ared is a t'ue and accurate accounl 01 Ihis l.all""c\lon. i hav... CQu~d m w\I\ ca"",e Ihll' lunda I" be disbursed in acc",dance wilh
Ihis .talement
Sel1lemeMAgonl Oa\8
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SAFE DEPOSIT BOX
INVENTORY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHE~{ITA.NCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
Please Print or Type
MUS, BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
(ZIP CODE)
{STREET NAME)
1::1
b. (NAME)
(ZIP CODE)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
c. (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
LAST ENTRY
Q to
QATE OF CONTRACT TO RENT BOX
ilt ll~ .:L"'- I t}{/
N E AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME)
~o hid f>o "B \OGh~e-
(STREET ADDRESS)
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!>'JTY) . (STATE) (ZIP CODE)
U.4,,:z 1.. { . Ie..
NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY
'R A3" BI{)~o~ .r-,v".n"-~cJL
b.
'L
(STREET ADDRESS)
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(STATE) (ZIP CODE)
S;hLI
6E>A\J'\C-<2- Ji<<2f'r...s~Ue-
WAS A WILL IN THE BOX? 0 YES
NO
If yes,
a. Date of will:
b. Name aod address of personal representative, If named In the will
("W,)
il/rA-m
(STREET NAME)
j ::!-I< \/ i ,1 e
c. Name and address of attorney, if any
(NAME)
4
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(CITY)
(' 4R-1--. \ 1.('
(STATEz'A
l'"'-.
(ZIP CODE)
f-r() I_~
(STREET NAME)
(CITY)
(STATE)
(ZIP CODE)
SAFE DEPOSIT BOX INVENTORY
INSTRUCTIONS
Page
of
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
ITEM
NO.
Cash: Report total only.
Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and
type of ownership, Le., jointly held, payable on death, etc.
Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
Bank and Savings and Loan Passbooks: State name of depositor. number of book, last date appearing in book,
name of bank and branch, and balance.
Jewelry, Coins, Stamps, Manuscripts, ete: List and describe as fully as possible.
Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully
as possible.
All other contents.
PERSON RECEIVING COPY OF
SAFE DEPOSIT BOX INVENTORY:
SIGNATUR~
PRINT NAME AN HECKAPPR RIATE BOX BELOW:
~AT Bb 'Ac>,-..Q~~
DATE
CHECK APPROPRIATE BOX:
o Execulor(trix) 0 Administrator(lrix)
o Estate Representative 0 Joint owner of safe deposit box
NOTE: Attach additional 8'f," x 11" sheet(s) i
Hanover and High Street
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 9/24/2004
DUNCAN WILLIAM A
1 IRVINE ROW
CARLISLE, PA 17013
RE: Estate of BLOCHER ROBERT P
File Number: 2002-01011
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/09/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Robert P. Blocher
Date of Death: November 9, 2002
Will No. 21-2002-01011
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 []
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 fmal account with the Court?
Yes [] No []
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A
c.Did the personal representative state an accoun~jiaform~ly to ~
parties in interest? Yes [] No [] ~ c:~ ·
d. Copies of receipts, releases, j oinders and approval of fo~nal or
informal accounts may be filed with the Clerk of the Or~hans' Court
and may be attached to this report. '~-~ (~
Date: i O O[ 6 ~_J,_~ _.Q_.
William A. Duncan, Esquire
Duncan, Hartman & Douglas, P.C.
One Irvine Row
Carlisle, Pennsylvania 17013
(717) 249-7780
Capacity: Personal Representative
X Cotmsel for Personal Representative