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HomeMy WebLinkAbout04-1197Estate of also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Leon E. Kocher No. ~l- Oq - iIq -7 , Deceased Social Security No. 194-26-6949 MPLETE 'A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioners is the executor named in the Last Will of the Decedent, dated 9/25/1997 and codicil dated 7/2/2003 Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the and heirs: Name Relationshi Residence {-~ ,::=, (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal re~ence at Messiah Villaqe, 100 Mt Allen Drive, Upper Allen Township, Cumberland County, Pennsylvania Decedent, then 91 years of age, died December 23, 2004, at Messiah Villaqe, 100 Mt, Allen Drive, Upper Allen Township, Cumberland County, Pennsylvania Decedent at death owned property with estimated values as follows: (Location) (if domiciled in PA) All personal property ............................... $ 727,000.00 (if not domiciled in PA) Personal property in Pennsylvania ............. $ (If not domiciled in PA) Personal property in County .................. $ Value of real estate in Pennsylvania ........................................... $ Total .......................................................... $ 727,000.00 Real Estate situated as follows: None Wherefore, Petitioners respectfully request the probate of the last Will and Codicil presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature T~,ped or printed name and residence Ben L. Kocher 1 Manor View Drive, Millersbur~l, PA 17061 Fredrick W. Kocher P O Box 428, Elizabethville, PA 17023 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner s above-named swear and affirm that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioners and that, as personal representatives of the Decedent, Petitioners will well and truly administe~the estate acco.r, ding to I~w. Sworn to and affirm~e~._d~d subscribed before me this ,~L~'''' day of -- ' Estate of Leon E Kocher Deceased Social Security No: 194-26-6949 Date of Death: 12/23/2004 AND NOW, '~,.~, ~-,~:~ ,,~ ~ ,20Oq , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary r~ of Administration are hereby granted to Ben L. Kocher & Fredrick W. Kocher in the above estate and that the instrument(s) dated Will dated 9/25/1997 Codicil dated 7~2~2003 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ............................. Short Certificate(s) .......... $ Renunciation ................... $ Affidavit ( ) .................... $. Extra Pages( ) ............. $ Codicil ............................. $10 JCP Fee .......................... $ Inventory & Tax Fcrms...$ Other .............................. $ Register of Wills ~ ~ Attorney: I.D. No: Address: Shaffer & Engle Law Offices Allen Shaffer 07116 129 Market St Mitlersburg, PA 17061 Telephone: 717-692-2345 Register of Wills of Dauphin County, Pennsylvania RENUNCIATION Estate of Leon E. Kocher also known as No. ,,~/-0/'/-//9 '7 , Deceased The undersigned, Spouse (Relationship) (Capacity) the above Decedent, hereby renounces the right to administer the estate and respectfully requests that Letters Testamentary be issued to Fredrick W. Kocher and Ben L. Kocher Witness hand this day of ,2004. of Margaret IV~oc~'e~ ( 'g Mt. Alien Drive, Messiah Village, Mechanicsburg, PA 17055 (Address) (Signature) (Address) Sworn to or affirmed and subscribed before me this ~"'J'P~ day of 2004. Notary Public My Commission Expires: COMMONWEALTH OF PENNSYLVANIA C~dstine M. Chubb, No~,y publc MY Commlssk3n ~ Oct. 2, 2007 Member, Pennsylvania Association Of Notaries NOTE: (Signature and sealotN°teryor other omcim Renunciations executed outside the Office of Register of quali§edt° administer °al~ls' S/l°wdate of Wills are required in some counties to be notarized. 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 Ofl~ce for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9858573 No. ~ocaI-Regis~rar Date CERTIFICATE OF DEATH ¢~0 CO kocherleon I, LEON E. KOCHER, of Messiah Village, Mechanicsburg, Pennsylvania, being of sound and disposing mind, memory and understanding, hereby declare this instrument to be my Last Will and Testament, revoking any and all Wills by me heretofore made. PAIq~ENT OF DEBTS ~ T~ES A. My Co-Executors shall pay from my EstatO~ all my just debts, burial expenses Estate. transfer, <3 c.:: the expenses of my last illness and fun-~al aIrd and the expenses of the administration of ~ B. My Co-Executors shall pay all Estate, inheritance succession and any other taxes, plus interest and My Co-Executors may, in the sole, absolute and penalties thereon (hereafter "death taxes" or "tax"), which become payable by reason of my death, whether in respect of property passing under this will or otherwise, out of the residue of my Estate without reimbursement from the recipient and without apportionment except any tax on property of my Estate, for the federal Estate tax marital or charitable deduction. C. uncontrolled discretion of my Co-Executors, elect to treat administration expenses as federal income tax deductions or as federal Estate tax deductions and elect the date on which the properties constituting my Estate are valued for federal Estate tax purposes, regardless of the resulting effect on other provisions of my Will. In addition, my Co-Executors shall have the sole discretionary authority to take any action and to make any election to minimize the tax liabilities of my beneficiaries thereof. This authority shall include, but shall not be limited to, the authority to select assets to be sold by my Estate and to be distributed to the various beneficiaries in a manner which will minimize the total ~' ~ ~? ~'~ ~-- (SEAL) Page 1 of 4 Pages Leon E. Kocher income tax of the state and potential income taxes, determined as the date of my death, of the various beneficiaries. ITE~4II. I give my household furnishings, personal effects, automobiles, and all other tangible personal property to my wife, MARGARET M. KOCHER, if she survives me. If my wife does not survive me, I give this property, in equal shares, unto my sons, FREDRICK W. KOCHER and BEN L. KOCHER. The property passing under this paragraph does not include assets (other than passenger automobiles) which my Co-Executors determine were held by me primarily for business or investment purposes. IT~III. KOCHER. I forgive any debts owed to me by my son, BEN L. IT~4IV. I give: A. all my Mid Penn Bank stock to my son, FREDRICK W. KOCHER; B. the sum or $2,500.00, to the PEACE UNITED CHURCH OF CHRIST, Berrysburg, Pennsylvania; and C. in the event my wife predeceases me, I give: 1. to ORIENTAL MISSION SOCIETY, INTERNATIONAL, with headquarters in Greenwood, Indiana, 5~ of my Estate; and 2. to MESSIAH VILLAGE, Grantville, Pennsylvania, 5~ of my Estate. These bequests shall be calculated after deduction of the debts, etc., as set forth in Item I-A above. IT~ V. In the event my wife survives me: A. I give, from the residue of my Estate, a sum equal to the maximum amount of the federal unified credit allowable, unto COMMUNITY BANKS, N.A., IN TRUST, nevertheless, for the following uses and purposes: 1. to pay the income to, or for the care and maintenance, of my wife, MARGARET M. KOCHER, during her lifetime; 2. my Trustee shall have the following powers in addition to those vested in it by law and by other provisions of my Will: a. to retain any or all of the assets of my Estate, real or personal, without regard to any principle of diversification or risk; Page 2 of 4 Pages Leon E. Kocher (SEAL) b. to invest in all forms of property, including stock, common trust funds and mortgage investment funds whether operated without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk; c. to sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper; d. to allocate receipts and expenses to principal or income or partly to each as they, from time to time, think proper; e. to hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered; f. to compromise any claim or controversy; g. to exercise any option, right or privilege granted in insurance policies or in other investments; h. to carry on any business owned or controlled byme at my death for whatever period of time they shall think proper, and they shall have the power to do any and all things they deem necessary or appropriate, as freely as I might in my lifetime; i. to borrow money even if the lender is also a fiduciary herein named and to pledge or mortgage any asset or assets of my Estate, for the payment of taxes, debts, legacies, administration expenses or any other purpose which in the opinion of my executor will facilitate the administration of my Estate; j. to abandon, disclaim and dispose of any property which in their opinion shall be worthless to my Estate; k. to treat administrative or other expenses and debts of my Estate either as income tax or as Estate tax deductions, without regard to whether such expense or debts were paid from principal or income; 1. to pay general legacies and any residuary share in kind or in cash, or partly in each, or by way of undivided interests, even if shares or residue shall be composed of difference assets, and the valuations placed on assets by them for purposed of distribution in kind shall be conclusive. Page 3 of 4 Pages Leon E. Kocher (SEAL) 3. Upon the death of my wife, MARGARET M. KOCHER, the balance of the Trust shall be distributed, in equal shares, unto my sons, FREDRICK W. KOCHER and BEN L. KOCHER, or their issue per stirpes; and 4. I hereby nominate, constitute and appoint COMMUNITY BANKS, N.A., as Trustee of any Trusts herein created. B. I give all the rest, residue and remainder of my Estate, real, personal or mixed, of whatsoever nature and wheresoever situate, unto my wife, MARGARET M. KOCHER, and hereby nominate, constitute and appoint her as Executrix of this, my Last Will and Testament. IT~ VI. In the event my wife, MARGARET M. KOCHER, should predecease me or we should both die in a common disaster, then: A. I give all the rest, residue and remainder of my Estate, real, personal and mixed, of whatsoever nature and wheresoever situate, in equal shares, unto my sons, FREDRICK W. KOCHER and BEN L. KOCHER, or their issue per stirpes; and B. I hereby nominate, constitute and appoint my sons, FREDRICK W. KOCHER and BEN L. KOCHER, as Co-Executors of this, my Last Will and Testament. IT~ VII. I request that my Executrix or Co-Executors, retain Allen Shaffer, Esquire, as Attorney for my Estate. ITE~ VIII. I direct that my Executrix or Co-Executors, shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of four (4) typewritten pages, bearing my signature, this~ day of September, A.D. 1997. SIGNED IN THE PRESENCE OF: Leon ~. Koch~ (SEAL) AFFIDAVIT undersigned known to me authority, on this day COI4MONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN Before me, the personally appeared TESTATOR: LEON E. KOCHER WITNESS: ALLEN SHAFFER WITNESS: ANGELA A. WIEST to be the Testator and the Witnesses, respectively, whose names are subscribed in their respective capacities, and, all of said persons being by me first duly sworn, said LEON E. KOCHER, Testator, declared to me and to the said Witnesses in my presence that said instrument is his Last Will and Testament, and that he willingly made and executed it as his free and voluntary act and deed for the purposes therein expressed; and that said Witnesses, each on his oath stated to me, in the presence and hearing of said Testator, that the said Testator had declared to them that said instrument is his Last Will and Testament, and that he executed the same as such, and wanted each of them to sign it as a Witness; and upon their oaths each Witness stated further that they did sign the same as Witnesses in the presence of said Testator, and at his request and that said Testator was at that time over the age of 18 years and was of sound mind. Leon E//~och~r Wi t~neWs, ! ' wi chess (SEAL) (SEAL) (SEAL) Sworn to and subscribed before me by LEON E. SHAFFER and ANGE~ A. WIEST, the above-named Witnesses, this~ day of September, A.D. 1997. KOCHER, ALLEN Testator and CODICIL TO LAST WILL I, LEON E. KOCI~ER, of Messiah Village, Mechanicsburg, Cumberland County, Pennsylvania, do hereby make, publish and declare this to be a Codicil to my Last Will and Testament, dated the day of September 25, 1997. I do hereby modify and amend my said Last Will and Testament in the following manner: FIRST: I hereby amend ITEM V.A.3., of my Last Will and Testament as follows: ITE~V.A. 3. Upon the death of my wife, MARGARET M. KOCHER, the balance of the Trust shall be distributed as follows: a. to my son, BEN L. KOCHER, the sum of $500,000.00. This is meant to be an amount equal to the sum I gave my son, Fredrick W. Kocher, in July 2003. ~ ..~. b. the remainder shall be distributed in equal · ' ~- shares, unto my sons, FREDRICK W. KOCHER and iD C.: ;~ L~ BEN L. KOCHER, or their issue per stirpes; ~OND: I hereby amend Item VI, of my Last Will and CD cm C332~:~.~ Testament as follows: c~ In t h e eve n t my wi fe, MAR GARE T M. KOCHER, sh o ul d predecease me or we should both die in a common disaster, then: A. If my son, BEN L. KOCHER, does not receive the amount designated for him under ITEM V.A.3., as amended above, of the Trust provided for in my Will, then I give him such amount herein so that he receives the total amount designated for him under ITEM V.A.3. set forth above. I give all the rest, residue and remainder of my Estate, real, personal and mixed, of whatsoever nature and wheresoever situate, in equal shares, unto my sons, FREDRICK W. KOCHER and BEN L. KOCHER, or their issue per stirpes; and I hereby nominate, constitute and appoint my sons, FREDRICK W. KOCHER and BEN L. KOC~ER, as Co- Executors of this my Last Will and Testament. THIRD: Otherwise and except as herein-provided, I hereby confirm, ratify and republish my said Last Will and Testament, dated September 25, 1997. IN WITNESS WIgEREOF, I have hereunto set my hand and seal to this Codicil to my Last Will and Testament dated September 25, 1997, consisting of one (1) typewritten page, bearing my signature, this l~JD day of July, 2003. WITNESSES: Page 1 '~of 1 Pages Leon E. Kocher (SEAL) AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : COUNTY OF DAUPHIN Before me, personally appeared the undersigned authority, on this day TESTATOR: LEON E. KOCHER WITNESS: JENNIk'~/~ 3. STAVER. WITNESS: NANCY B. STACKPOLE known to me to be the Testatrix and the Witnesses, respectively, whose names are subscribed in their respective capacities, and, all of said persons being by me first duly sworn, said LEON E. KOCHER, Testator, declared to me and to the said Witnesses in my presence that said instrument is her Codicil to Last Will and Testament, and that he willingly made and executed it as her free and voluntary act and deed for the purposes therein expressed; and that said Witnesses, each on her oath stated to me, in the presence and hearing of said Testator, that the said Testator had declared to them that said instrument is her Codicil to Last Will and Testament, and that he executed the same as such, and wanted each of them to sign it as a Witness; and upon their oaths each Witness stated further that they did sign the same as Witnesses in the presence of said Testator, and at her request and that said Testator was at that time over the age of 18 years and was of sound mind. Leon E. Kocher 4L~% /-% ~~_~ (SEAL) ~ Witness Sworn to and subscribed before me by LEON E. 3F2~I~'~3. STAVER andNANCY B. STACKPOLE , Testator and Witnesses, this ~a day of 7~a~ KOCHER, the above-named , A.D. 2003. Notary Public Notarial Seal Constance E. Stoneroad, Notary Public Millersbur[~ Bore, Dauphin Coun~ My Commission Expires May 10, 2004 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No.: Leon E. Kocher December 23, 2003 2004-01197 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 January 5, 2005. David Poch, Director Trust & Asset Mgt Services Margaret M. Kocher Ben L. Kocher Fredrick W. Kocher Community Banks 750 East Park Drive Harrisburg PA 17111 c/o Ben L. Kocher 1 Manor View Drive Millersburg, PA 17061 1 Manor View Drive Millersburg PA 17061 P O Box 428 Elizabethville PA 17023 Notice has now been given to all persons entitled thereto under Rule 5.6{a). 2005 SHAFFER & ENGLE LAW OFFICES Allen Sha~er, Esquire 129 Market Street Millersburg, PA 17061 Phone: 717-692-2345 Counsel for Personal Representative J)0e 7d 4.4500 41-\ 'S. C5D N.Ay.D REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1S00 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T ->- FILE NUMBER o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,28Q601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) Kocher Leon E. DATE OF DEATH (MM~DD YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 194-26-6949 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE DATE OF BIRTH (MM-OD~YEAR) OFFICIAL USE ONLY 21- 04 -1197 NUMBER 12/23/2003 IF APPLICABLE SURVIVING SPOUSE'S NAM 06/12/1912 lAST, FIRST, AND MIDDLE INITIAL REGISTER OF WILLS S CIAL SECURITY NUMBER Kocher, Mar aret M. X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. 4a. 7. Supplemental Return Future In1erest Compromise (dale of death after 12-12-82) Dec:edent Maintained a Living Trust 3' date of death . Remarnder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (Attach copy of Trust) 010. Spousal Poverty Credit D 11. Election to tax under Sec, ',}113(A) (date of death between 12-31-91 and 1-1-95) (Mtach Sch 0) THIS SECTION MUST IlE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAIliNG ,l\DDRESS (Attilch ~opy of Will) D 9. Litigation Proceeds Received Allen Shaffer FIRM NAME (if Applicable) Shaffer & En Ie Law Offices TELEPHONE NUMBER 129 Market Street Mi11ersburg, PA 17061 R E C A P I T U L A T I o N 69 - 345 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G Of 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/See 9113 Trusts for which an election to tax has not been made (Scnedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) None 727,002.30 None (4) (5) None 256.34 (6) None None 53,620.03 None C o M P T U A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 673 ,638.61 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 2o.!:iBliPK.Hliillli >YBE x X X X .0 0 .0 45 .12 .15 Copyrlght (cl 2000 form software only The Lackner Group, Inc. OFFICIAL USE ONLY 10."",, ..f--- (6) 727,258.64 (11) 53.620.03 (12) 673.638.61 (13) (14) 673,638.61 (15) (16) (17) (16) (19) 0.00 0.00 0.00 0.00 0.00 Form REV-1500 EX (Rev. 6~OO) Decedent's Complete Address: STREET ADDRESS Messiah Village 100 Mt Allen Drive CITY 1 STATE TZIP Mechanicsbur2. PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty if applicable O. Interest E. Penalty Totallnterest/Penalty ( D + E) (3) 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If line 1 + Line 3 is greater than Line 2, enter the dlfference. This is the TAX DUE. (5) A. Enter the Interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 0.00 :::::iH;ij:!,ii:';::jii:i;:;:;::\::,':::::::);:1:';i'::::;:iii:f':\:::;:':\)i):::i:iYii IN THE APPROPRIATE SLOCKS Yes No ~~ o o o IT] IT] IT] Under penalties ot perjury. I declare that I have examined this return. irdudlng 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 representatlve Is based on all information of which preparer has any knowledge, SIG IllNG RETURN Ben L. Kocher 1 Manor View Drive - - - - - - - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - Millersbur , PA 17061 Shaffer & Engle Law Offices 129 Market Street - - Miil-e":sb~": - -- -PA- - -17061 - - - - - - - - - - - - - - - - - - - - - -- ~ DATE 1-~'1-00 DATE / -02 t.f -oS-- For dates of death on Of 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 ps. 9116 (a)(1.1) (i)l 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 arid tmng 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 \s 4.5%, excepl as noted in 72 P.S. 9116( 1.2) [72 P.S. 9116(a)(1 II. The lax 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, Copyright (c)2000 form software only The Lackner Group.lnc Form REV-1500 EX (Rev. 6~OO) ADDITIONAL Personal Representatives Estate of Leon E. Kocher SS# 194.26.6949 12/23/2003 *************************************************** Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature ~--I~W;./~ Name Address Line 1 Address Line 2 City, State, Zip Fredrick W. Kocher POBox 428 Elizabethville, PA 17023 Date L'd- tj' 0 S REV-1503 EX + {1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Leon E. Kocher SSI! 194-26-6949 12/23/2003 21-04-1197 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION UNIT VALUE OF DEATH NUMBER 1 17,457 shares Community Banks, Inc. Common Stock - 38.10 665,111.70 Listed on the NYSE 2 Franklin Pa Tax-Free Income Fund - Class I 61,890.60 TOTAL (Also enter on line 2, Recapitulation) 727,002.30 (If more space is needed, Insert addltional sheets of the same size) Copyright (e) 1996 form software only CPsystems, Inc. Form REV-1503 EX (Rev. 1-97) REV~ 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE T I<< RETURN RESIDENT DECEDENT ESTATE OF Leon E. Kocher SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 881/ 194 - 26 - 6949 12/23/2003 FilE NUMBER 21-04-1197 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Account held by Bureau of Unclaimed Property VALUE AT DATE OF DEATH 256.34 TOTAL (Also enter on line 5, Recapitulation) $ 256.34 (If more space is needed, insert additional sheets of the same size) Copyright (c) 19S6 form software only CPSystems, Inc. Form REV-150B EX (Rev. 1-97) REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Leon E. Kocher Debts of decedent must be reported on Schedule J. ITEM NUMBER A. B. SSff 194-26-6949 12/23/2003 FILE NUMBER 21-04-1197 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Hoover Funeral Home - Funeral Expenses 10,038.42 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Ben L. Kocher Social Security Number(s) / EIN Number of Personal Representatlve(s) City Mil1ersburg Sl.le PA Zip 17061 36,000.00 Year(s) Commission Paid: 2005 2. 3. 3,000.00 3,500.00 Morney's Fees Shaffer & Engle Law Offices Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Margaret M. Kocher Street Address 100 Mt Allen Drive City Mechanicsburg State PA Zip 17055 Relationship of Claimanl to Decedent Spouse ~. Register of Wills 491.50 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland County Legal Journal - Legal Advertisement 75.00 2 Reserve for Filing Costs 20.00 3 Reserve Tax Preparation and Payment 300.00 4 The Sentinel - Legal Advertisement 195.11 TOTAL (Also enter on line 9, Recapitulation) $ 53,620.03 (If more space is needed, insert additional sheets of the same size) Copyright(c} 1996 form software only CPSystcms, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Leon E. Kocher Soc Sec #: 194-26-6949 Date of Death: 12/23/2003 Continuation of Schedule H-Bl (Personal Representative's Commissions) Item II Description Amount 1 Ben L. Kocher - Executor's Fee 18,000.00 2 Fredrick W. Kocher - Executor's Fee 18,000.00 36,000.00 REV-1513 EX + (9-00) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS lincludeoutright spousal distributions, and transfers under Sec. 9116(a)(1.Z)] Community Banks Trustee 750 East Park Drive Harrisburg, PA 17111 RELA TIONSHI~ TO DEC~~ENT Do Not List Trustee(s) FILE NUMBER 21-04-1197 AMOUNT OR SHARE OF ESTATE ESTATE OF Leon E. Kocher SSfI 194-26-6949 12/23/2003 NUMBER I. Trust Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON- TAXABLE OISTRIBUTlONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FDR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same sIze) Copydght (e) 2000 form software only Tne Lackner Group,lnc. 0.00 Form REV-1513 EX (Rev. 9-00) Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Leon E. Kocher No. 2004-01197 also known as Date of Death 12/23/2003 ,Deceased Social Security No. 194 - 2 6 - 6 94 9 Ben L. Kocher and Fredrick W. Kocher, Personal Representatjve(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represerrts its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory_ I /We verify that the statements made in this lnventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C.S, Section 4904 relating to unsworn falsification to authorities. 7116 Personal Representative,.'.-' ../,(, Signature: - B~ ]p.K/e~ ~ Fredrick w.~oc~er 1 Manor View Drive Name of Attorney: Allen Shaffer l.O.No: Signature. Address: 129 Market Street Address: Mi11ersburg, PA 17061 Mi11ersburg, PA 17061 Telephone, 717/692-2345 Telephone, 717/692-3189 /' Dated I -')..J../ -0 '> Description I. > Value c::) (See continuation page(s) attached) .r- (Attach additional sheets if necessary) Total: 727,258.64 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (e) 1996 form software only CPSystems. Inc. Form #RW-7 (1992) Estate of: Date of Death: County: INVENTORY Leon E. Kocher 12/23/2003 Cumberland CASH: Account held by Bureau of Unclaimed Property 256.34 STOCKS/LISTED: 17,457 shares Community Banks, Inc. Common Stock - Listed on the NYSE 665,111.70 BONDS: Franklin Pa Tax-Free Income Fund - Class I 61,890.60 TOTAL RECEIPTS OF PRINCIPAL.......... ..... -1- 256.34 665,111.70 61,890.60 727,258.64 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAll BUREAU OF IIIIIVIDUAL TA~~~"cn'T' ,c,"nc,",,,,.,,,RAISEHENT, ALLDlIANCE OR DISALLDlIANCE ~T=~o1'X DIVISIDN,";t.!_)...,i'\U~;) Cirt'\\A: \OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBUAC PA 17128-0601 DATE ESTATE OF DATE OF DEATH FILE NUNBER COUNTY ACN 2nDS ?Q DL' !'). n3 L ~ I j; !{~,. - ,,,,,- lj- ALLEN SHAFFER SHAFFER I EI$JJE' 129 MARKET ST MILLERSBURG L OFCS PA 17061 04-25-2005 KOCHER 12-23-2003 21 04-1197 CUMBERLAND 101 _t _tt... "".', _..--_._~-.._-,_._..__.~-""- '* REV-IS" EK AFP (03-05) LEON E I Xl CIlAll8ED III 12l 13l llil ISl lil 17l .00 727.002.30 .00 .00 256.34 .00 .00 18l 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 ~ 1I!"-"1!rl"'!f"m.~'.'III'M.'l!!.!Ir.!fMtA\"t'I_.'IW'.lWGm"'~.'lrCr.WIH."....~......... ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ' LEON E FILE NO. 21 04-1197 ACN 101 ESTATE OF KOCHER SEE DATE j04-25-2005 ATTACH'D NOTICE TAll RETURN liAS: I l ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R_l Estata 1_1. Al 2. Stock. _ Band. 1_1. Bl 3. Clo..ly IIIIld Stock/"'rt...rshl.l> Int.~.t IS_l. Cl Ii. IIort_lIINota. R_I._l. I_b Dl 5. Cash/_ hposJt""'bc. r.rson.l P.......rty ISch.....l. El i. JOl.ntly Dwnsd P.......rty 1_1. Fl 7. Trw.sfers (Schedule en 8. Total As..ts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fU'Mtral EXlMftse..IAdII.. eostsIHlsc. E)(JHII'I_s (Sc:hedule H) 10. Dabtlllllortgaga Ll.abl.ll.tl.alllLl.ans I_la Il 11. Total Daductlons 12. N.t Valu. of Tax Return 13. Charltabb/So..rrwantal Baqua.ts; Non-alact... 9113 Trust. l1i. Mat Valus of btat. SUbjact to Tax 19l 1l0l 53,620.03 NOTE: Tii' I.n~ p.......r credit 0 your account, subal.t UPl>Sr portl.on of ~~_~L !~.,. with yoUr tax pooqant. I 727,258.64 73,638.61 73,638.61 .00 I~ an .......ant W.S i.su.d previouslY. lin.. 14. 15 .nd/Dr 16. 17. 18 .nd 19 will rll'f'l.at ~igur.. that inclUde the tD1:al Il'f' ALL return. .......d 'tD dat..1 ASSESSMENT OF TAX: 15. _t of LI.... Iii at Spousal rata 115l li. Aaount of Ll.na l1i taxabla .t LI.~l/Cla.s A rata 11il 17. _t of U... l1i at Sl.bll."II ~ta 117l 18. Aaount of Ll.na l1i taxabla .t Collataral/Cla.. B rata 118l 19. Prl.ncipal Ta.. Dua NOTE: DATE IIUIlIlER INTEREST/PEN PAID I-l ~ . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IS_l. Jl .00 111> 1121 1l3l Illil 00 = .00 045~ 12 =, .00 I 15 = I .00 1l9l=' .00 .00 .00 .00 .00 I IF TOTAL DUE IS LESS TItAIl $1, NO I'AYNENT IS IIElIlIIRED. IF TOTAL DUE IS REFLECTED AS A "'CREDIT" Ielll, YlIU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FoRll FOR INSTRUCTIONS.l .00 X .00 X .00 X .00 X A_ PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE REV-1470 EX (M8) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDMDUAL TAXES PO Box. 280601 HARRISBURG PA 1712~1 DECEDENT'S NAME Leon E. Kocher FILE NUMBER , 2104-1197 REVIEWED BY ACN Harry Herr 101 SCHEDULE ITEM EXPLANATION OF CHANGES NO. - - The e.tate has deferred the tax on the trust for the benefit of the surviving spouse Margaret M. Kocher. ROW Page 1 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/28/2005 KOCHER FREDRICK W PO BOX 428 ELIZABETHVILLE, PA 17023 RE: Estate of KOCHER LEON E File Number: 2004-01197 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: 12/23/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ V.~ ~ .,/' ::~y.'.t" ,40,..,.': , ~.~':t_, ...J ":,.,i..u'::e:--"...../. ' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/28/2005 KOCHER BEN L 1 MANOR VIEW DRIVE MILLERSBURG, PA 17061 RE: Estate of KOCHER LEON E File Number: 2004-01197 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: 12/23/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge S H A F F E R~......ENGLE ~LAW OFFICES November 29, 2005 ') _l..i " , ( ) C) o Glenda Farner Stransbaugh Register of Wills Cumberland County Court House 1 Court House Square Carlisle PA, 17013-3387 C,,) N ) I In re: Estate of Leon E. Kocher No. 2004-01197 Dear Ms. Stransbaugh: Enclosed herewith is the Status Report for the above captioned estate. We apologize for the delay in filing this report. We anticipated the closure of this estate, however, one item has caused a delay. We have enclosed a self-addressed postage-paid envelope for the return of a stamped Status Report. Thank you for your assistance. Sincerely, ~~'/#d-- Constan~e E. Stoneroad CES/s Enclosures:2 ALLEN SHAFFER. ESQUIRE . JEFFREY R ENGLE. ESQUIRE . DALE K. KETNER. ESQUIRE CONSTANCE E. STONEROAD. LEGAL ASSISTANT . MELISSA E. WISE. PARALEGAL 129 MARKET STREET MILLERSBURG. PA 17061 . 2941 NORTH FRONT STREET SUITE 112 HARRISBURG. PA 17110 MILLERSBURG 717.692.2345 . HARRISBURG 717.236.9511 . FAX 717.692.3554 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Leon E. Kocher Date of Death: 12/23/2003 Will No. Admin No. 2004-01197 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above captioned estate: 1. State whether administration of the estate is complete: Yes [ ] No [X] 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 03/01/2006 3. If the answer to No.1 is Yes, state the following: a. Did the pers rep file a final account with the Court? Yes [ ] No [X] b. The separate Orphan's Court No. (if any) for the personal rep's account is: c. Did the personal rep state an account informally to the parties in interest? Yes [ ] No [X] d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Date: 11/28/2005 ~v.~~ Signature Allen Shaffer 129 Market Street Millersburg,PA 17061 717/692-2345 Capacity: Personal Representative * Counsel for personal representative ::-) :r-.... G.) N r", ,.-,-'.1 c.:.::) <:..,q (,) C) ~"b.. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 SHAFFER ALLEN 129 MARKET STREET MILLERSBURG, PA 17061 RE: Estate of KOCHER LEON E File Number: 2004-01197 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: 12/23/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, &w,. "~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 SHAFFER ALLEN ESQUIRE SHAFFER & ENGLE LAW OFFICES 129 MARKET STREET MILLERSBURG, PA 17061 RE: Estate of KOCHER LEON E File Number: 2004-01197 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 12/23/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ ;' I Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) C-~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 KOCHER BEN L 1 MANOR VIEW DRIVE MILLERSBURG, PA 17061 RE: Estate of KOCHER LEON E File Number: 2004-01197 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 lS due by: 12/23/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of Wills One Courthouse Square Carlisler PA 17013 Phone: (717) 240-6345 Date: 12/13/2006 KOCHER FREDRICK W PO BOX 428 ELIZABETHVILLEr PA 17023 RE: Estate of KOCHER LEON E File Number: 2004-01197 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULESr NO. 103 SUPREME COURT RULES DOCKET NO. 1r for decedents dying on or after July 1r 1992r the personal representative or his counselr within two (2) years of the decedent's deathr shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 12/23/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Reportr please disregard this notice. SincerelYr .I,~~~ jttt- (j Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel cJ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 SHAFFER ALLEN ESQUIRE SHAFFER & ENGLE LAW OFFICES 129 MARKET STREET MILLERSBURG, PA 17061 o '-:::;0 :'0 '1:J .--'0 ";r- - c~_ f n --;- :::0 -}Q~ .:Y1 -~ "" <::;:) = -..I :;z (::> <: N co ::0 1'1. C-.> C) ~"9 ;-- :"f~ , r.:,-j :~;~ -c) rn r::.:, ':;;~ Date: 11/28/2007 -0 :J: ':? +:- en RE: Estate of KOCHER LEON E File Number: 2004-01197 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 lS due by: 12/23/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, >7 il{./'} "AoJ';I... / ,ci..,U:t'tttJl'{;'" Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 - 6345 KOCHER BEN L () s~g lJ ~:';P '..-:::.~ J"n _H: c::;; ~ "--'j ,......, c:::;, = ....... z a ......:: --, i'::';:l C-) .::::) ..~,,~..J C:J t~t.'"] -0 C) .- :=8 - - (") ,"T"l Date: 11/28/2007 1 MANOR VIEW DRIVE MILLERSBURG, PA 17061 N co :~~ -0 ::J:: W .. .+:"'" 0"\ RE: Estate of KOCHER LEON E File Number: 2004-01197 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 12/23/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, . '/; Ih _ ~~f-) ~~) Itl~~., / . . /,,' Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel r>-~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240 - 6345 KOCHER FREDRICK W C) <:::';0 "~p c;' ,"TJ ;~~ 1--) ,-,_ ,_5 ''''i~i '5 -I I"'--.) <=:> = --' Date: 11/28/2007 PO BOX 428 ELIZABETHVILLE, PA 17023 -- ...-:'- o -::: N co -0 :J: ~ r-) :Tl --n ::.,; C) .---.' . (-~.-t r ( .-') ~ 0"\ RE: Estate of KOCHER LEON E File Number: 2004-01197 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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 lS due by: 12/23/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, /;? ~.t' ,~)" &! ~/ fi.r., ,,' _ - - -' '~_. J:. / i2k~/ ,i ~TM.'L/M. _.1L"dtl:;r.c:-, ' / / Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel c,) o Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Leon E. Kocher Date of Death: December 23, 2003 File Number: 2004-01197 Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. IZI Yes D 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 final account with the Court? . . . . . .. DYes IZINo 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? ............................... li]Yes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court an a ttac 0 this report. Date 12/6/2007 Capacity: DPersonal Representative IZICounsel Dale K. Ketner Name of Person Filing this Form lbi :,_,\il8 ('>"Ii: "'0 ,),; \ y' )~ad ..I(i \!~J-':.f""\ .]j /0::11,) 129 S. Market Street Address Millersburg, Pa 17061 L2 :2/ Wd 8/ :)30 LDDl 717-692-2345 Telephone Form RW-10 rev. 10.13.06 ~