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HomeMy WebLinkAbout03-0940PETITION FOR PROBATE and GRANT OF LETTERS also known as 67,,_ . _ ,_- / Deceased. Social Security No. ['l~'?-z/-~t, -3~,Q~L- No. To: Register of WAlls for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age o$ older an the execut in the last wilt of the above decedent, dated ?c~/~i[kA~e_I ,,~ and codicil(s) dated / in the named ,19__~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~ ~/~ r//z~_/ . County, Pennsylvania, with h lb .__ last family or principal residence at ,d..~,,~'/I ~J~,,~.r4'~T' I ' (list street, ~ber and muncipality) . Oec%n~ent,.~en ,. ~O yea~p of ~ge, died Oe~ r /q , ~ , ExcePt as foil~ws, decedent ~id not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate: was not th~ victim of a killinaand was never adjudicated incompetent: ~ < ~ ~- U~~ ~¢5 ~- /~ Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ~it ~/~ ~' (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: WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) TeE t am.~nt a~- (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA q COUNTY OF Cunberland ~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed andsub ibeq F .,/1" ,~ ~ N~r. ~nna N. Otto;lst ~put~ I ' ~ Register~ NO. 21-2003-940 Estate Of Steven C, ~o~kley.a/k/a ~qteven Craig ~n~k]~y, Deceased DECREE OF PROBATE AND GRANT OF LETTERS November 13th AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February ~l.~'c: 1 qR6 described therein be admitted to probate and filed of record as the last will of Steven C. Hockley,a/k/a Steven Craiq Hockley and Letters Testamentary are hereby granted to Deborah L, Hockley l~3X 20O,3in consideration of the petition on FEES 18.00 Probate, Letters, Etc .......... $ Short Certificates( ).5 ........ $ 15.00 ~ .x-Peg_es- {.2).' $ 6,00' JCP Fee $ 10.00 TOTAL __ $ 49_00 Filed November 13th, 2003 Call Executrix on 11/13/2003. ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE REGISTER OF WILLS OF OATH OF ~ COUNTY ;SS a subscribing se(s) and say(s) being dl according to and saw other Sworn to or me this the same :he and (in resence ot the ~e) 21-2003-940 (Name) (Address) REGISTER Ol~ WILLS Or ~'~&d~-d' COUNTY OATH OF NON-SUBSCRIBING WITNESS (eaeh) a subscriber hereto, (~) being dul;q/ualified according to la/w, depose(s) and say(s) that ~he i.q familiar with the signature of Steven C. Hockley,a/k/a, codicil Steven Crai9 Hockley testatOr ~x~X~ffc~W~c~g~c~z~g~ to) the (will) presented herewith and codicil that She believes the signature on the (will)is in the handwriting of Steven C. Hockley,a/k/a Steven Craig Hockley to the best of Her knowledge and belief. Sworn to or affirmed and subscribed before ?x'~_.g ~uaA/~'4~ t~. 5~'~l me this lOth day of rName) (NamO (Address) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9750049 No. Local Registrar Date H~OS,~ Rm. ~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS ~.l.~ CERTIFICATE OF DEATH 4&NENT (Coroner) , co~r 14, 2~3 ~ No~ IMMEDIATE CAUSE (Final ~"'~'~ Complications of closed head injury PERFORMED? o~.? [] ..... ~d. [] Sept. 19,'03 9:00 a.m. ~.. [] .~ tripped, striking head 'Cee [] No~ Ye~ [] No [] ~ Pending ....... galen ~ 2003 ~. Hetrick, Coroner 1271 S. 28th St., Harrisburg~ PA 17111 REGISTER OF WILLS OF~~ COUNTY OATH OF SUBSCRIBIN~'~d~ITNESS ~ codici ~"~.~ch) a subscribi?g w!t~ne~s t~ will Presented herewith,~ch) being duly qualifierS.according to la~se(s).~_ and say(s) that ~ NNNN pres~nt and ,saw the testat x'x,~, sign the same and that ~ xx'x signed as a witness at the. ~.quest of testat ~in h presence andX~he presence of each othe~n the presence of the ~the/~ibi_~g witnes~ ~ ~ me this ~N. ~c[ay of ~ (Name) '~ "~ Register ~ , ~ (Address) 21-2003-940 REGISTER OF WILLS OF Cumborland COUNTY OATH OF NON-SUBSCRIBING WITNESS ~a~l~a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that She is familiar with the signature of Stev~n C. Hocklo_y,a/k./a, codicil Steven Craig Hockley testat or of tgxRmofx ~ ' to) the (will) presented herewith and codicil that She believes the signature on the (will) is in the handwriting of Steven C. to the best of Her knowledge and belief. Sworn to or affirmed and subscribed before X me this 12th day of ~x November ~ ~x 20Q3 Donna M. Otto,lst De~ut~---{[%-egiSter~l~t~'cc~ Hockley,a/k/a Steven Craig Hockley (Name) (Address) (Name) (Address) WILL OF STEVEN C. HOCKLEY I, STEVEN C. HOCKLEY, of the Township of Hampden, Cumberland County, Pennsy] vania, declare this to be my last Will and revoke any Will previously made by me. ITEM I. I devise and bequeath all of my estate of every nature and wherever situate to my wife, DEBORAH L. HOCKLEY, providing she shall survive me by thirty (30) days. ITEM II. Should my wife, DEBORAH L. HOCKLEY, predecease me or die on or before the thirtieth (30th) day following my death, I devise and bequeath all of my estate of every nature and wherever situate to such children of my wife, DEBORAH L. HOCKLEY, and myself who are living on the thirty-first (31st) day following my death. ITEM III. Should my wife, DEBORAH L. HOCKLEY, predecease me or die on or before the thirtieth (30th) day following my death, and should my wife, DEBORAH L. HOCKLEY, and I have no children living on the thirty-first (31st) day fol- lowing my death, I devise and bequeath all of my estate of every nature and wherever situate to my wife's parents, HELEN N. LANGJAHR and CHARLES W. LANG- JAHR. ITEM IV. I appoint my wife's parents, HELEN N. LANGJAHR and CHARLES W. LANGJAHR, guardians of any property which passes, either under this Will or otherwise, to the minor children of my wife, DEBORAH L. HOCKLEY, and myself. Such guardians shall have the power to use principal as well as income from time to time for the minor's support and education, (including college education, Page 1 of 3 Pages both graduate and undergraduate). ITEM V. I appoint my wife, DEBORAH L. HOCKLEY, executrix of this my last Will. Should my wife, DEBORAH L. HOCKLEY, fail to qualify or cease to act as executrix, I appoint my wife's parents, HELEN N. LANGJAHR and CHARLES W. LANG- JAHR, executors of this my last Will. ITEM VI. I direct that my personal representatives and guardians shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand this 21st day of February, 1986. Steven C. HockleY Page 2 of 3 Pages The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testator was on the date thereof signed, published and declared by Steven C. Hockley, the testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. Page 3 of 3 Pages WILL OF STEVEN C. HOCKLEY ELIZABETH '~', ~ItGLE¥ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will 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 L'~,,~ .f-- ?~ / Z2J'b~.2 ~ : Name Address Notice has now been given t.o all'persons entitled thereto under Rule 5.6(a) except Signature Capacity: 'Personal Representative Counsel for personal representative · ~,- COMMONWEALTH OF %J~- ~x~ ~) ~' ~ ~ PENNSYLVANIA ~ ' ~ ~ ~ ~ - DEPARTMENT OF REVENUE DECEDENTS NAME (~ST, FIRST, AND MIDDLE INITIAL) / Z "DATE [ ATE OF CF APPLICABLE) SURVIVING ~ NAME (~ST, FIRS~ AND MIDDLE INITIAL) 1. Odginal Return ~ 2. Supplemenlal Return ~4. Limffed Estale ~6. De~den~ Died Testata (A~ ~py of ~) ~9. Utlgation Premeds Received u.I 3::00 ~4a. Future Interest Compromise (date of death after 12-12-82) E~7. Decedent Maintained a Living Trust (ARch copy of Trust) E~10. Spousal Poverty Credit (dale of death belween 12-31-91 and 1-1-95) z "' NAME 0 ~' FIRM NAME ti(Applicable) O TELEPHONE NUMBER 1. Real Estate (Schedule A) 2. Stocks and Bonds ('Schedule (1) (2) 3. Closely Held Corporation, Partnership or Sole-Propdetomhip (3) 4. Mortgages & Notes Rece/vable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Pemonal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) [---~ Separate Billing Requested (6) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (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 l) (10) 11. Total Deductions (total Lines 9 & 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) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES :2FF~C!AL USE OF:iL'¢ FILE NUMBER COUNTY CODE YEAR NUMBER 8001AL SEOURITY NUMBER ? - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~3. Remainder Refurn (date ofdea~h prior to 12-13-82) ~]5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes /~11. Election to tax under Sec. 9113(A) (Altach Sch O) p,¢ ?,- (11) (12) (13) (14) 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .0 (16) × .12 (17) x .15 (18) (19) 2o. © © , Decedent's Complete Address: STREETADDRESS ,¢.~7._.,~)- ~t../~-O Z) CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits (A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT IZIP 0 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ [] c. retain a reversionary interest; or .......................................................................................................................... [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 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? I--I J~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. . Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SlGN.C~RF_..ICF PERSON, RESP~)~LE FOPvFILING EETMRN ADDRESS . // L~ DATE 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. COMMONWEALTH OE PENNSYLVANIA INHERITANCE TAX R~URN RESIDENT DECEDENT ESTATE OF All prope~ jointly-owned ~th right of sun. ivomhip must be disclosed o, 8ch~dul~ f. ITEM NUMBER DESCRIPTION 1. SCHEDULE B STOCKS & BONDS FILE NUlt/IBER VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) COMMONWEALTH OF PENNSYLVANIA INI-IEF, ITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Include Ihe proceeds of li~alfon and I~e date Ihe proceeds were racaived by ~he estate. All property joinfly..owned with the right of survivorship must be disclosed on Schedule F. ITEM' I, iUM~EF~ DESCRIPTION VALUE AT DATE OF DEATH TOTAL (AI~o enter on line 5, Recapitulation} $ 'COMMON V TH OF ENm',V^N,^ SCHEDULE H INHERITANCE TAX RETURN / ADMINISTRATIVE COSTS ESTATE OFFILE NUMBER ITEM NUMBER A. FUNERAL EXPENSES: 1. 5. 6. 7. I DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Sodal Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address city Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparers Fees Sta~, Zip TOTAL (Also enter on ne 9, Recapitulation) I $ AMOUNT (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF P~NNSYLVANIA INHERITANCE TA)C RETURN RESIDENT DECEDENT ESTATE OF $CHIEDL~LE J ITEM f AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARy RELATIONSHIP SHARE OF ESTATEE A. Ta×able Bequests: 1. FILE NUMBER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) (If more space is needed, inserf additional sheets of same size) AMOUNT OR SHARE OF ESTATE IBM Corporation Investor Services Program (ISP) IBM Stockholder Services P.O. Box 43073 Providence, RI 02940-3073 IMPORTANT TAX DOCUMENT ENCLOSED 9926 2003/12/22 63309 h,,lll,,,llh,,,hhlh,,,ll,,I,,h,hh,h,ll,l,,,hhlh,,I STEVEN C HOCKLEY 495 WOODCREST DRIVE MECHANICSBURG PA 17050-6854 Telephone: By Facsimile: E-Mail: Intemet: 1-888-1BM-6700 1-781-575-2727 (outside U.S., Canada, and Puerto Rico) 1-201-222-4488 ibm@equiserve.com http://www.ibm.com/inveslor Issue# Account# Stock Symbol 9926 8570-33125 IBM SA VE THIS STATEMENT FOR TAX PURPOSES Investor Services Program (ISP) Dividend Information Record Date: Nov 10, 2003 I Payable Date: Dec 10, 2003 I Dividend Option: Full Reinvestment RECORD DATE SHARES FOR REINVESTMENT I IAm°untwithheld Fr°mGr°ssI Net Amount Certificate Sharas I ,SP* Sharas [ Total Sha?_s.~ Rets(,) ,Gross Amount(,). Tax(S) Fee(S) ,Reinvested(,) 6.000 I 10.449 I ~: ~";44~ ~--~ °'161 2'631 I 0'051 2.58 *Investor Services Program (ISP) Account Activity Price Per Date I D~.scrip!ion I Fees andlo~ NetDol~ar Amount(S) Tra;l~actiol~ Sha~es I Comm~stons($) Shara(S) Tota; Sharas He;c 01/02/2003 Balance Fo~ard 10.357 10.357 03/10/2003 Common Dividend Purchase 0.05 2.40 75.562 0.032 10.389 06/10/2003 Common Dividend Pumhase 0.05 2.57 83.346 0.031 10.420 09/10/2003 Common Dividend Pumhase 0.05 2.58 87.903 0.029 10.449 12/10/2003 Common Dividend Pumhase 0.05 2.58 92.387 0.028 10.477 Year-To-Date Investment Summary I Fees and/or Commissions Gross Dividends Reinvested(S) Paid by You(S) 10.33 Tax W'~,held{$) Net Dividends Reinvested(S) Opltemal Investments(S) Total Investments(S) 0.20 10.13 10.13 Total Holdings and Market Value Security Certificate Shares I ISP* Shares COMMON STOCK 6.000 ~ 10.477 YOU can access your account through the Interact at http://www.lbm.com/investor. (As of the close of business on 12/17/2003) Total Shares ~.Price per Shara(S) 1 Market Value(S) 16.477 / '93 ."~'~ I 1,538.95 ----.- '"--=--. -~ ._._..~_--= IBM Corporation ..... Investor Services Program Issue#: 9926 Account~: 8570-33125 STEVEN C HOCKLEY 495 Optional Investment Make check payable to: Investment Plan Servicesl Amount enclosed in U.S.Dolars: [ Your Optional Investment can be a minimum of $$0.00 per Investment and a maximum of $260,000,00 per year 09926 08570 33125 64 Use this form on_ly to transact shares Transaction Form i. t,o..vo, tor ~,rogram Partial Withdrawal of Program Shares Deposit of Certificates Deposif the enclosed J Issue a certilicate for this number of shares ~ number of sharas L_ Sell this number of shares Full Withdrawal of program Shares Issue a certificate for all full shares and sell the fractional share Signature(s) for issuance or sale and/or change of address. All joint owners r~Jst sign. Names must be signed exactly as shown on this statement. (Pan'nor/Officer/Trustee must sign as Partner/Officer/Trustee.) Sell all shares Address change or share transfer [--'--I Ma~k box and COmldets the al~xol~'tate . potion on the revorse side ~ Commerce Commerce Bank/Harrisburg N.A 100 Senate Avenue Camp Hill Pa 17011 888-9374)004 Page i of i THE ESTATE OF STEVEN C HOCKLEY 495 WOODCREST DRIVE MECHANICSBURG PA 17050 *** CHECKING *** BUSINESS CYCLE-008 ACCOUNT NI)MBER 0536006331 PREVIOUS STATEMENT BALANCE AS OF 02/29/04 ........................ PLUS 0 DEPOSITS AND OTHER CREDITS ................... LESS 0 CHECKS AND OTHER DEBITS ...................... CURRENT STATEMENT BALANCE AS OF 03/31/04 ......................... NUMBER OF DAYS IN THIS STATEMENT PERIOD 31 1,924.07 .00 .00 1,924.07 *** BALANCE BY DATE *** 02/29 1,924.07 NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC Glenda Famer Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: DEBORAH HCK~LEY 495 WOODCREST DRIVE MECHANICSBURG, PA 17050 InvoiccNo: Invoice Date: Estate of:. Estate No: 165 1-12-2005 STEVEN C. HOCKLEY 03-940 R KELLY Qty Fee Description Fcc Total 1 Additional Probate 27.00 $27.00 Total: $27.00 Checks should be made payable to the Register of W~lls. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '* REV-1547 EX AFP (03-05) DEBORAH HOCKlEY 495 WOODCREST DR MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-28-2005 HOCKlEY 10-14-2003 21 03-0940 CUMBERLAND 101 STEVEN C Allount Rellitted PA 17050 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ I'l!V-~~"Yf.WJ.M!'U!1.Wt11!l!.W.IMftAW~M."t.m.lWJtlTftJlWf~.~tW4M:Y.ftYr.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOCKLEY STEVEN C FILE NO. 21 03-0940 ACN 101 DATE 03-28-2005 TAX RETURN WAS: (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) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 1.520.00 .00 .00 7.824.00 .00 .00 (8) NOTE: To insure prOPer credit to your account. subllit the upper portion of this forll with your tax paYllent. 9.344.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllenta1 Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) llO) 8.007.00 .00 (11) ll2) ll3) ll4) 8.007 00 1.337.00 .00 1.337.00 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. AllOunt of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX C DITS: NOTE: 1.337.00 X 00 = .00 X 045 = .00 X 12 = .00 X,J5 = (~)= ,... ... .00 .00 .00 ,lJ,O . "QD ~:~::j:~ DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE 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.)~~~ Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: DEBORAH HOCKLEY 495 WOODCREST DRIVE InvoiceNo: Invoice Date: Estate of: Estate No: MErnANICSBURG, PA 17050 Qty 1 Fee Description Additional Probate Fee 27.00 $27,00 Total: ~ 4-11-0560 Ci-u, ck 10lolo O' 165 1/12/2005 STEVEN C. HOCKLEY 03-940 RKElLY Total $27.00 Second Request *********** Please pay promptly Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 HOCKLEY DEBORAH L 495 WOODCREST DRIVE MECHANICSBURG, PA 17050-6854 RE: Estate of HOCKLEY STEVEN C File Number: 2003-00940 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. I, for decedents dying on or after July I, 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: 10/14/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~?PAJ,~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge \..-\:1- t..L' e) C' G'::" I, C~:, Register of Wills of Cumberland COWlty STATUS REPORT UNDER RULE 6.12 Name ofDecedent: 54-.t~ JL- (1,--", j 4~r Date of Death: {)c.JdM r /1 i ?..t5b3 I Estate No.: ~~# 1aJ3-009JjO / 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 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 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 fj1 Date: 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. /! } I 'f/O~ I I o ...::t' ~~ Signature . . ~ L, .t/f?d!fY Name 4/5 )tJOed&.R5f b/lJ~ . Address /1{/dLkJ / IZ 170S-0 'hKS-)L' 7/7- 17~.7-g-7~ Telephone No. gPersonal Representative (~) ~ tui~ o Counsel for personal representative (L co ("I -''':.''' Lr::::,J c:;':) c...:::.:J C'"'J Capacity: ~t.