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Home My WebLink About02-0382PETITION FOR PROBATE and GRANT OF LETTERS Estate of MERLE V. HOKE also known as No. 21-02-382 , Deceased. To: Social Security No. 515 - 07 - 9835 Register of Wills County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is the substitute personal representative named in the last will of the above decedent, dated JANUARY 10, 2000. (The primary personal representative named in the will, RUTH M. HOKE, died on FEBRUARY 9, 2001 [death certificate attached]). Decedent was domiciled at death in HAMPDEN TOWNSHIP, Cumberland County, Pennsylvania, with his last family or principal resldence at 4837 TRINDLE ROAD, MECHANICSBURG, CUMBERLAND COUNTY, PENNSYLVANIA 17050. Decedent, then 80 years of age, died APRIL 4, 2002, at WOODLAND CENTER NURSING HOME, LEWlSBERRY, YORK COUNTY, PENNSYLVANIA. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 74,000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania situated as follows: $ TOTAL $ 74,000.00 WHEREFORE, petitioner respectfully requelue~ts the probate of the last will presented herewith and the grant of letters testamentary thereon. bOROTHY B R/OC~O US 110 WAYNE DRIVE HARRISBURG, PA 17112 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : The petitioner above-named swears that the statements in the foregoing petition are true and correct to the best of the knowledge of petitioner and t~at as personal representative of the above decedent petitioner will well and truly administer th~tate according to~j~v. Sworn to and subscribed ,-/__.~~ ~ before me this 10th day of ~OROTHY BR}~CIOUS April, 2002. ' ~ Estate of MERLE V. HOKE, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, April 10th 2002, in consideration of the petition attached hereto, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated JANUARY 10, 2000, described therein, be admitted to probate and filed of record as the last will of MERLE V. HOKE and Letters Testamentary are hereby granted to DOROTHY BROClOUS. FEES Probate, Letters, Etc. $ 115. oo Short Certificates $ 2~. u0u0 F~=~a[:~ ~.iatio n $ · $ .oo TOTAL $ 150. oo Filed: ~RIL 10, 2002 R~iste~ of V~ll's ~' ' ~/ ~gh Street O) Carlisle, PA 17013 717-243-6090 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 fbrwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~~,, Local Registrar P 8 2 0 5 7 No. '~ Date 21-02-382 '~ 1 ¢3 Rev. 2J87 COMMONWEALTH OF PENNSYLVANIA , DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH STATE FIlE NUMBER ,. Male ,.515 -- 07 -- 9835 ,. 4-4-02 UNDER 1 ~ OATE OF BIRTH Lewisberry . Home I~..~... ~.,o R~.. .... ACTUAL 17.. ~e PA ~ ,7,.~ m.~ Hampton ~ ~ ~} 1~. Cumb~land ~'"? m'~ ~ NAME OF DECEDENT (F*r sa. Middle, LaS;) Merle V. Hoke AGE (Last 8L-lt~c/ay) UNO~R 1 YEAR COUNTY OF DEATH York ~CE~NT'$ USUAL ~UPAT~ Laborer 4837 Trindle Road Mechanics§~g, PA 11050 Hoke C. J. Hoke any. lea~q~g IO immediate MOTHER'S NAME iF~Sl. :,. Chaalena Ginter ~. 1904 W Drvrsron, ~ranalsland, NE Io'~'"~' Crem~ron Socre~ o~ PA Crcm~or~ l::d H~risb~, PA l~: 4100 Jonestown Road, H~r~b~,~PA 17109 17109 NAS CASE REFERRED TO MEDICAL EXAMINER/CORONER? PART Ih REGISTRAR'S SIGNATURE AND NUMBER []~] (IDATE OF INJURYDay.Year) ITIME OFINJUflY INJURYATWORK? ~~cRIBE HOWINJURYOCCURRED'II~... [] .o[] .ICEN DATE SIGNED ( . Day. LA $ T WILL A ND TE$TA MENT I, MERLE V. HOKE, of 815 Third Street, New Cumberland, Cumberland County, Pennsylvania, 17070, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, Ruth M. Hoke. 4. If my spouse does not survive me by a period of at least sixty (60) days, then I give, devise and bequeath my estate as follows: A. Two-thirds (2/3) to Dorothy Brocious; B. One-sixth (1/6) to the First Christian Church, Lemoyne, Pennsylvania, for the building fund; and C. One-sixth (1/6) to the New Cumberland Fire Department. 5. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I nominate and appoint Dorothy Brocious to be the substitute personal representative with the same powers and without the filing of any bond. 6. I order and direct that my bodily remains be cremated and that my ashes be disposed of at Indiantown Gap There shall be no viewing. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~ day of January, 2000. lT/,~.,f.x.~/ ~ ~ (SEAL) MERLE V. HOKI~ Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. A CKNOWLEDGMENT AND AFFIDAVIT WE, MERLE V. HOKE, JOHN J. BARANSKI, JR. and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. JO/~ J. B~E~,NSKI, JR. I-iEATHI~R A. BARBO'Ok- COMMONWEALTH OF PENNSYLVANIA · :SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by MERLE V. HOKE, the testator herein, and subscribed and sworn to before me by JOHN J. BARANSKI, JR. and HEATHER A. BARBOUR, witnesses, this~ day of January, 2000. ,o~ria, s~, '1 Notary Public Harold S. Irwin III, Nolan/Public Carlisle Boro, Cun-4~efland Courtly My Commission Expi~m ~ 23, 2002 Member, PennsYlvania AssOcialion ot Notaries CERTIFICATE Name of Decedent: Date of Death: Will No. To the Register: OF NOTICE UNDER RULE 5.6(a) MERLE V. HOKE APRIL 4, 2002 21 - 02 - 0382 Admin. No. 2002 - 0382 I certify that notice of beneficial interest or estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April ,2002. Name DOROTHY BROCIOUS FIRST CHRISTIAN CHURCH NEW CUMBERLAND FIRE DEPT Address 110 WAYNE DRIVE HARRISBURG PA 17112 216 S 5TM ST LEMOYNE PA 319 4th ST NEW CUMBERLAND PA 17070 April22,2002 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None /~~ -.. Carlisle, PA 17013 717-243-6090 Attorney for Estate of Merle V. Hoke REV-1500 EX (6-00) COMMONWEALTH OF PENNS'YLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) HOKE, MERLE V. DATE OF BIRTH OFFICIAL USE ONLY /7-s-?- y FILE NUMBER 21 02 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 515 - 07 - 9835 0382 NUMBER DATE OF DEATH JULY 30, 1921 APRIL 4, 2002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) I SOCIAL SECURITY NUMBER I X 1. Odginal Return __ 2. Supplemental Return __ 3. Remainder Return (dates of death prior to 12-13-82) 4. Limited Estate __ 4a. Future Interest Compromise __ 5. Federal Estate Tax Return Req (for dates of death after 12-12-82) X 6. Decedent Died Testate __ 7. Decedent Maintained a Living Trust __ 8. Total No. of Safe Deposit Boxes (Attach copy of Will) EX. A (Attach copy of Trust) __ 9. Litigation Proceeds Received __ 10. Spousal Poverty Credit (date of death __ 11. Election to tax (Sec. 9113(A)) between 12-31-91 and 1-1-95) (Attach Sch O) 717-243-6090 ' _ 1. Real Estate (Schedule A) (1) '- c'~)FFIClAL USE ONLY 0.00 2. Stocks and Bonds (Schedule B) (2) 0.00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 4. Mortgages and Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Dep & Misc Personal Property (Sched E) (5) 24,379.60 6. Jointly Owned Property (Schedule F) (6) 25,719.51 7. Transfers / Misc. Property(Schedule G) (Schedule L) (7) 22,219.00 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sched H) (9) 5,867.14 10. Debts, Mortgage Liabilities & Liens (Schedule I) (10) 513.05 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Amount of Line 14 taxable at the spousal rate (8) 72,318.11 (11) (12) (13) (14) 6,380.19 65,937.92 4,832.97 61,104.95 x .__ = (15) 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 20. $ 61,104.95 0.00 x .045 = (16) 0.00 x .12 = (17) 0.00 x .15 = (18) 9,165.74 (19) 9,165.74 Decedent's Complete Address: STREET ADDRESS 4837 TRINDLE ROAD CITY MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits / payments A. Spousal Poverty Credit B. Prior Payments C. Discount $ 458.28 (1) $9,165.74 (2) $ 458.28 Total Credits (A+B+C) 3. Interest / Penalty if applicable D. Interest E. Penalty Total InterestJPenalty (D+E) (3) 4. If Line 2 is greater than Line I + 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 difference. This is the TAX DUE. (5) $8,707.46 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5B)$8,707.46 Make Check Payable to: REGISTER OF WILLS, AGENT 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 of income of the property transferred; ................................... X b. retain the right to designate who shall use the property transferred or its income; ........ X c. retain a reversionary interest; or ........................................................................... X .. d. receive the promise for life of either payments, benefits or care? ............................... ~X 2. If death occurred on or before December t23, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................... N/A 3. Did decedent own an "in trust for" or payable upon death bank account or security X at his or her death? ...................................................................................................... 4. Did decedent own an individual retirement account, annuity, or other non-probate property? ...... X 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. preparer has any knowledge. Declaration of preparer other than personal representative is based on all information of which )NSIBLE FOR FILING RETURN ADDRESS DATE 110 PA 17112 JULY ~,T~ 2002 )NAL REPRESENTATIVE ADDRESS ..~E)ATE 35 EAST HIGH LE, PA 17013 JULY Z---r-, 2002 For dates of death on or after, t94 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. on 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. Section 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. Section 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. Section 9116 (1.2)[72 P.S. Section 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. Section 9116 (a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (12-85) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER MERLE V. HOKE 2002 - 0382 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH NONE TOTAL (Also enter on Line 1, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1503 EX + (4-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF MERLE V. HOKE (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) FILE NUMBER 2002 - 0382 ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH NONE TOTAL (Also enter on Line 2, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1504 EX + (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE C CLOSELY HELD STOCK PARTNERSHIP AND PROPRIETORSHIP FILE NUMBER MERLE V. HOKE 2002 - 0382 ITEM DESCRIPTION NUMBER NONE VALUE AT DATE OF DEATH TOTAL (Also enter on Line 3, Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1507 EX + (6-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE ESTATE OF MERLE V. HOKE (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) FILE NUMBER 2002 - 0382 ITEM DESCRIPTION NUMBER NONE TOTAL (Also enter on Line 4, Recapitulation) VALUE AT DATE OF DEATH NONE (if more space is needed, insert additional sheets of same size.) REV-1508 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF MERLE V. HOKE FILE NUMBER 2002 - 0382 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 5. 6. 7. 8. 9. VARTAN NATIONAL BANK- Account No. 153 -205 0 0 (Value as stated on bank statement attached at Exhibit "B") MEMBERS FIRST FEDERAL CREDIT UNION -Checking Account No. 4050 - 11 (Value as stated on bank attached at Exhibit "C") MEMBERS FIRST FEDERAL CREDIT UNION - Savings Account No. 4050 - 00 (Value as stated on bank attached at Exhibit "C") PENNSYLVANIA BLUE SHIELD - Medical Insurance Refund COUNTRY MEADOWS NURSING HOME - Refund CREMATION SOCIETY OF PENNSYLVANIA- Pre-paid Funeral Expense Fund PATRIOT NEWS - Subscription Refund I.R.S. - Income Tax Refund WOODLAND CENTER - Refund $ 15,242.76 4,860.47 25.71 8.34 1,255.87 900.00 55.45 1,581.00 450.00 TOTAL (Also enter on Line 5, Recapitulation) $ 24,379.60 (If more space is needed, insert additional sheets of same size.) REV-1509 EX + (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF MERLE V. HOKE FILE NUMBER 2002 - 0382 Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A~ DOROTHY BROCIOUS 110 WAYNE DRIVE HARRISBURG PA 17112 FRIEND Jointly-owned property: ITEM LEI I ~-R DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE % INT. VALUE O JOINT JOINT OF ASSET DECEDEN'F',~ TENANT INTEREST 1. A. 2001 RAYMOND JAMES FINANCIAL SERVICES, INC. - $51,439.01 50% $25,719.51 Investment Account No. 83586773 (Value based on statement attached as Exhibit "D") TOTAL (Also enter on Line 6, Recapitulation) $ 25,719.51 (If more space is needed, insert additional sheets of same size.) REV-1510 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTERVIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER MERLE V. HOKE 2002 - 0382 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM DESCRIPTION OF PROPERTY DATE OF NUMBER Include name of the transferee, their relationship to decedent, date of transfer DEATH % OF EXCLUSION TAXABLE VALUE OF DECD'S (if applicable) VALUE ASSET INTEREST 1. RAYMOND JAMES FINANCIAL SERVICES, INC. - Investment Account No. 83586773 - One-half interest transferred to Dorothy Brocious within one year of death (Value based on statement attached as Exhibit "D") $25,719.00 100% $3,500.00 22,219.00 TOTAL (Also enter on Line 7, Recapitulation) $ 22,219.00 (If more space is needed, insert additional sheets of same size.) REV-1511 EX + (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MERLE V. HOKE SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES FILE NUMBER 2002 - 0382 ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: 1. CREMATION SOCIETY OF PENNSYLVANIA $ 1,000.00 2. REV. TERRY FORD - Funeral Services 100.00 3. VFW POST 23 - Military Honors 100.00 4. DOROTHY BROClOUS - Reimbursement for Food at Funeral 111.24 B. Administrative Costs: 1. Personal Representative Commissions: Social Security Number of Personal Representative:: Year Commissions Paid: 2. Estimated Total Attorney Fees: HAROLD $. IRWIN, III 4,365.90 3. Family Exemption: Claimant Relationship Address of Claimant at decedent's death: Street Address City State Zip Code 4. Probate Fees: REGISTER OF WILLS 150.00 C. Miscellaneous Expenses: 1. REGISTER OF WILLS - File Inventory and Appraisement 25.00 2. HAROLD S. IRWIN, III - Notary Fees 10.00 TOTAL (Also enter on Line 9, Recapitulation) $ 5,867.14 (If more space is needed, insert additional sheets of same size.) REV-1512 EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGES, LIABILITIES AND LIENS ESTATE OF FILE NUMBER MERLE V. HOKE 2002 - 0382 ITEM DESCRIPTION AMOUNT NUMBER WEST SHORE EMS - Medical Bill NEIGHBOR CARE - Medical Bill MOBILE X-RAY IMAGING - Medical Bill TOTAL (Also enter on Line 10, Recapitulation) $ 78.15 400.85 34.05 $ 513.05 (If more space is needed, insert additional sheets of same size.) REV-1513 EX + (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER MERLE V. HOKE 2002 - 0382 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. DOROTHY BROCIOUS FRIEND $61,104.95 110 WAYNE DRIVE HARRISBURG PA 17112 (NOTE: This beneficiary is entitled to the entire Raymond James account, in addition to 213 of the residue of the estate. The Raymond James account was jointly held with decedent as a survivorship account, though taxable for inheritance tax in this estate. The share of the estate attribute to this beneficiary therefore is the value of the Raymond James account, $51,439.01, plus 2/3 of the residue) ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: FIRST CHRISTIAN CHURCH 216 SOUTH 5TM STREET LEMOYNE PA NEW CUMBERLAND FIRE DEPARTMENT 319 4TM STREET NEW CUMBERLAND PA 17070 (NOTE: The amount of these bequests was calculated by subtracting the full value of the Raymond James account from the net estate and then dividing the remaining figure by three) TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13, Recapitulation) $ 4,832.97 (If more space is needed, insert additional sheets of same size.) EXHIBIT "A~ EXHIBIT "B" April 30, 2002 vartan vartan 1lEEr national bank an Independent community bank Law Office Of Harold S. Irwin, III Hitner House, Suites 201 and 202 35 East High Street Carlisle, PA. 17013 Re: Estate of Merle V. Hoke SSN: 515-07-9835 Acct No: 153-205-0 Dear Mr. Irwin: On the date of Mr. Merle V. Hoke's death (April 4, 2002), only one account was held by Mr. Hoke at Vartan National Bank. Account No. 153-205-0 Date of Death Value $15,242.76 Should you require any additional information, please feel free to call, 540-0683. Very truly yours, ~S~haron L. F~o'rry~~ VP/Br. Mgr. PROGRESS OFFICE (717) 657-7727 · FAX (717) 657-1472 P. O. Box 500, Dauphin, PA 17018 · vvww. var'tanbank.com SUSQUEHANNA OFFICE (717) 540-0683 · FAX (717) 540-0689 DAUPHIN OFFICE (717) 921-2371 '. FAX (717) 921-2373 EXHIBIT "C" Membersl FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 4050 -00 05/29/195O $25.71 $.oo $25.71 None 4050 -11 04/28/1998 $4,860.15 $.32 $4,860.47 None M~MBERS 1 ST Denise A. Anders Insurance Products Supervisor May 10, 2002 Estate of: MERLE V. HOKE Date of Death: 04/04/2002 Social Security Number: 515-07-9835 EXHIBIT "D" [ !ii i ~.~. . Inventory of the real and personal estate of MERLE V. HOKE, deceased 1. VARTAN NATIONAL BANK*- Account No. 153- 205- 0 $ 15,242 76 2. MEMBERS FIRST FEDERAL CREDIT UNION - Checking Account No. 4050- 11S 4,860 47 3. MEMBERS FIRST FEDERAL CREDIT UNION- Savings Account No. 4050- 00 25 71 4. PENNSYLVANIA BLUE SHIELD- Medical Insurance Refund 8 34 5. COUNTRY MEADOWS NURSING HOME- Refund 1,255 87 6. CREMATION SOCIETY OF PENNSYLVANIA- Pre-paid Funeral Fund 900 00 7. PATRIOT NEWS-Subscription Refund 55 45 8. RAYMOND JAMES FINANCIAL SERVICES, INC. - Investment Account No. 83586773 47,938 51 9. I.R.S. - Income Tax Refund 1,581 00 10. WOODLAND CENTER- Refund 450 00 TOTAL $ 72,318 11 COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF CUMBERLAND : DOROTHY BROCIOUS, being duiy sworn according to law, deposes and says that he is the executrix of the estate of MERLE V. HOKE, late of Hampden Township, Cumberland County, Pennsylvania, deceased, and that the within inventory made by her, the said executrix of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the inventory represent its fair value as of the date of decede,.~~ ~ Sworn to and subscribed before me _ · DOROTHY' BROCIOUS Member, Pennsylvan~ssOcletiO~1 Of Notaries APRIL Date of Death: Executrix 2002 Day Month Year INSTRUCTIONS 2. 3. 4. An inventory must be filed within three months after appointment of personal representative· A supplemental inventory must be filed within thirty days of discovery of additional assets. Additional sheets may be attached as to personalty or realty. See Article IV, Fiduciaries Act of 1949. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001367 HAROLD S IRWIN III ESQUIRE 35 EAST HIGH STREET SUITE 201 CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 515-07-983§ FILE NUMBER: 2102-0382 DECEDENT NAME: HOKE MERLE V DATE OF PAYMENT: 07/02/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/04/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $8,707.46 REMARKS: TOTAL AMOUNT PAID: HAROLD S IRWIN III ESQUIRE $8,7O7.46 SEAL CHECK# 5787 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS LAST WILL AND TESTAMENT I, MERLE V. HOKE, of 815 Third Street, New Cumberland, Cumberland County, Pennsylvania, 17070, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, Ruth M. Hoke. 4. If my spouse does not survive me by a period of at least sixty (60) days, then I give, devise and bequeath my estate as follows: A. Two-thirds (2/3) to Dorothy Brocious; B. One-sixth (1/6) to the First Christian Church, Lemoyne, Pennsylvania, for the building fund; and C. One-sixth (1/6) to the New Cumberland Fire Department. 5. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I nominate and appoint Dorothy Brocious to be the substitute personal representative with the same powers and without the filing of any bond. 6. I order and direct that my bodily remains be cremated and that my ashes be disposed of at Indiantown Gap There shall be no viewing. 7. I suggest that my personal representative retain the services of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~ day of January, 2000.MERLE/'~'/(/~/V. H~K (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as s ubscribingwitnesses. ~'~".~///~/~'~ ~/~5~. ACKNOWLEDGMENT AND AFFIDAVIT WE, MERLE V. HOKE, JOHN J. BARANSKI, JR. and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator s!gned and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. H'EATHCR A. BARBOU~-- COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by MERLE V. HOKE, the testator herein, and subscribed and sworn to before me by JOHN J. BARANSKI, JR. ilc nuary, 2000.''~' ~'~'~~'- and HEATHER A. BARBOUR, witnesses, this / day of Ja Notarial Seal '1 Ha~ld S. I~ III, ~ Carlisle ~ro, Cu~ Member, Pennsy~v~n~ A~:iat~ ~ Nom~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEP~'. 280601 HARRISBURG, PA 17128-0601 HAROLD S IRWIN III STE 201 202 35 E HIGH ST CARLISLE PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF 08-19-2OO2 HOKE DATE OF DEATH 04-04-2002 FILE NO. 21 02-0382 COUNTY Cumberland ACN 101 REV-1647 EX (12-97) PC MERLE V Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE ~> RETAIN LOWER PORTION FOR YOUR RECORDS C~ '- ~-~,-'i ~.~- ~ -(bi~--§~-)-~,i:f ............. ~ 5'ti b-~ -b-~ -~ ~-~ i~¥~-~ i::-~=- tl, i. ~,- ~ ~,-~ i~-~i §-~ ~ ~ ti -KE£i~A-~ i=- ~ i~- ................................ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOKE MERLE V FILE NO. 21 02-0382 ACN '101 DATE 08-'19-2002 TAX RETURN WAS: ( [] ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ( [] ) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 0.00 NOTE: TO insure proper 0.00 credit to your account, 0.00 submit the upper portion 0.00 of this form with your tax payment. 24,379.60 25,719.51 22,719.00 (8) 5,867.14 513.05 72,818.11 (11) 6,380.19 (12) 66,437.92 13. 14. NOTE: Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4,832.97 Net Value of Estate Subject to Tax (14) 61,604.95 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 0.00 X .00 0.00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 0.00 X .045 0.00 17. Amount of Line 14 taxable at Sibling rate (17) 0.00 X .12 0.00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 61,604.95 X .15 9,240.74 19. Principal Tax Due (19) 9,240.74 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 07-02-2002 CD001367 458.29 8,707.46 PAYMENT MUST BE MADE BY 01-04-2003'. TOTAL TAX CREDIT 9,165.75 BALANCE OF TAX DUE 74.99 INTEREST 0.00 TOTAL DUE 74.99 iF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (IF TOTAL DUE IS LESS THAN $1, NO PAi~MENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~M FOR INSTRUCTIONS. ) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND(CR): OBJECTIONS: ADMINISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. Make check or money order payable to: REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787-8094, TDD# (717) 772-2252 (Headng Impaired Only). Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601 Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount of the tax paid is allowed. The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18,1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are: YEAR INTEREST RATE DAILY INTEREST FACTOR YEAR INTEREST RATE DAILY INTEREST FACTOR 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1470 EX (6-88) EXPlaNATION COMMONVVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES SU.E~U OF ~.D~OU^L T~XES DEPT. 280601 HARRISBURG~ PA 17128-0601 DECEDENT'S NAME FILE NUMBER HOKE,MERLE V 2102-0382 REVIEVVED BY ACN Anita McCully 101 ITE~ SCHEDULE NO. EXPLANATION OF CHANGES G 1 The $3,000 exclusion claimed is limited to the total amount transferred with in one year of decedent's death per transferee per calander year.. ROW Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT..~80601 ..,.~I~RISBURG, PA 17128-0601 HAROLD S IRWIN III STE 201 202 35 E HIGH ST CARLISLE PA 17013 CUT ALONG THIS LINE - ~/:i ~-,:,- :- ............... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'OTICE OF INHERITANCE TAX APPRAISEhi~. ~', ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NO. COUNTY ACN "7 REV-154? EX (12-97~ PC 08-19-2002 HOKE MERLE 04-04-2002 21 02-0382 Cumberland 101 Amount Remitted V ~. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: ~',., ' : Register of Wills Cumberland County Courthouse Carlisle, PA 17013 ~> RETAIN LOWER PORTION FOR YOUR RECORDS C= COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001 571 IRWIN HAROLD S III 35 EAST HIGH STREET SUITE 201 CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 515-07-9835 FILE NUMBER: 2102-0382 DECEDENT NAME: HOKE MERLE V DATE OF PAYMENT: 08/28/2002 POSTMARK DATE: 08/26/2002 COUNTY: CUM BERLAN D DATE OF DEATH: 04/04/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $74.99 TOTAL AMOUNT PAID: $74.99 REMARKS: HAROLD I IRWIN III ESQUIRE SEAL CHECK# 6040 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS DEX55 J9-93) ~ BUli COMMONWEALTH OF PENNSYLVANia DEPARTMENT OF REVENUE , : Dear Register of Wilis~_.// Enclosed you will find: IX"I check(s) [~] documents(s) which were received by the Departme These may be processed according to normal procedures. REMINDER: The POST MARK DATE on envelope attached to any checks enclosed Official Receipt. Thank you. Sincerely, John Murphy, Chief Inheritance Tax Division (717) 787-6201 Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes Dept 280601 Harrisbum PA 17128-0601 MS MARY C LEWIS REGISTER OF WILLS CUMBERLAND CO COURTHOUSE i COURTHOUSE SQ CARLISLE PA 17013 i,,,lli,,,ilh,,,,,li,,ll,,,Ih,,Ih HAROLD ,% IR~,fhW ~'~i' ATTORN~-Y/ST LAW 35 E H~,GH ST CARLISLE PA 17013 ~.,~..,,,.s.-* -, ,t~,l II J V /-ti'il I t'~ IVlb%./~,',---- - DEPT OF REVENUE DEPT 280601 BUREAU OF INDIVIDUAL TAXES TNH£RITANCE TAX DIVISION DEPT. ZB0601 HARRISBURG, PA 17128-0601 HAROLD S IRWIN III STE ZO1 Z02 55 E HIGH ST CARLISLE PA 17015 CONNONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FI~.,E NUNBER COUNTY ACN RE¥-160? EX &FP (Ol-02) 09-09-2002 HOKE HERLE V Oq-Oq-ZOOZ 21 02-0382 CUHBERLAND 10! Aeoun~ Remi~md I HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To /nsure proper credi~ ~o your account, subm/~ ~he upper portion of ~his form w~.~:h your ~cax payment. CUT ALONG THIS LINE ~'~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-02) ##- INHERITANCE TAX STATENENT OF ACCOUNT ESTATE OF HOKE NERLE V FILE NO. 21 02-0582 ACN 101 DATE 09-09-2002 THIS STATEHENT IS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHO#N BELOW/ IS A SUHHARY OF THE PRTNCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE) AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 08-1R-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): 9,2q0.7R PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID 07-02-2002 08-26-2002 CD001367 CD001571 ~58.29 .00 8,707.~6 7R.99 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 9,2~0.7~ BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) PAYNENT: Detach the top portion of this Notice and submit eith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COHHON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which ems not requested on the Tax Return, may bm requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at tho Office of the Register of Hills, any of the Z5 Revenue District Offices or from tho Department's Z4-hour answering service for forms ordering: 1-800-36Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of thm tax and interest assessed, and net paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became detinqumnt before January l, 198Z bear interest at the rate of six (6Z) percent per annum caIculatmd at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOg are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z ZOZ .000548 199Z 9Z .000Z47 1983 16Z .000438 1993-1994 7Z .O0019Z 1984 llZ .000301 1995-1998 9Z .000Z47 1985 13Z .000356 1999 7Z .O0019Z 1986 lOZ .000274 ZOOO 8Z .OOOZI9 1987 9Z .000Z47 ZOO1 9Z .000Z47 1988-1991 llZ .000301 ZOOZ 6Z .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.t2 Name of Decedent: MERLE V. HOKE Date of Death: APRIL 4, 2002 Will No. 21- 02 - 0382 Admin No. 2102 - 0382 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: State whether administration of the estate is complete: Yes X No 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: Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A Did the personal representative state an account informally to the parties in interest? Yes X No October ~/, 2002 Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attache~ Harold S._lrwin, III ~ J Attorney for Estate oFlt~J~ V. Hoke 35 East High Street Carlisle, PA 17013 717-243-6090 RELEASE I, DOROTHY BROCIOUS, hereby acknowledge that I have this day had and received from DOROTHY BROClOUS, executrix, and HAROLD S. IRWIN, III, the legal counsel for the ESTATE OF MERLE V. HOKE, deceased, the total sum of Forty- four Hundred Eight and 64/100 ($4,408.64) Dollars in satisfaction and payment of my share in the estate. AND THEREFORE, I, the said DOROTHY BROCIOUS, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from ail actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the wodd to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executrix and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the day of October, 2002. COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : On this, the / ~?'-- day of October, 2002, before me, the undersigned officer, personally appeared DOROTHY BROClOUS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. (SEAL) Notary Public NOTARIAL SEAL LAURA A. TARASEWICH, Notary Public Susqueharma Twp., Dauphk3 County My Commission Explre~ Aug. 30, 2004 RELEASE THAT I, ,~X r4,"4,1 A', /'~'¢¢,~'~, "F~, a-r"~' of First Christian Church, being authorized to do so, do hereby acknowledge that I have this day had and received from Dorothy Brocious, executrix, and Harold S. Irwin, III, the legal counsel for the Estate of Merle V. Hoke, deceased, the sum of Twenty-four Hundred Sixteen and 48/100 ($2,416.48) Dollars in full satisfaction and payment of church's share in the estate. AND THEREFORE, I, the said ,.~R ,~a'~ ~,~ t~.~',~'8' , on behalf of First Christian Church, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors arid adrninistrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF,,I have hereunto set my hand and seal the day of July, 2002. (SEAL) COMMONWEALTH OF PENNSYLVANIA : :SS: COUNTY OF CUMBERLAND : On this, the J _/~'J'~ day of July, 2002, before me, the undersigned officer, personally appeared ~',~.,~ ~. ~x~ , Tt:~,~5,~'~,-.- of FIRST CHRISTIAN CHURCH., being authorized to do so, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. Notary Public Nd~'~AL s~ . .,--"~ LOUIS J, LORE, Notary PubliC . ¥..Ca.?Jmission'Expires April 14, 2003 m Hitl Boro Cumberland County .(SEAL) RELEASE THAT I, :.%co,V- .~ ~,~,,~,,o~ ,,~ , ~)~,~,~r-- of NEW CUMBERLAND FIRE DEPARTMEN'I', being authorized to do so, do hereby acknowledge that I have this day had and received from Dorothy Brocious, executrix, and Harold S. Irwin, III, the legal counsel for the Estate of Merle V. Hoke, deceased, the sum of Twenty-four Hundred Sixteen and 48/100 ($2,416.48) Dollars in full satisfaction and payment of church's share in the estate. AND THEREFORE, I, the said _ . . , on behalf of NEW CUMBERLAND FIRE DEPARTMENT, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. t_ ¢,,I~/}/,I~ESS WHEREOF, I have hereunto set my hand and seal the day o~',~, 20~'"'---'02. , ,,q .. - --- Z . . ' /, ' §F..~ /'/£F~'.~/~*,'~',a,,/~'''' cd ,C /~'"t'7~ ~/~ EMOYNE BOROUGH, COUNTY OF CUMBERLAND :SS: COUNTY OF CUMBERLAND · On this, the day of J**tF, 2002, before me, the undersigned officer, personally appeared ~',~t'~ /_. ~"~,,w~y~:[[ , -~P~I'4~&~i~' of NEW CUMBERLAND FIRE DEPARTMENT,/being authorized to do so, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. ' NOTARtAL SEAL BETTY K, HOOVEN, NOTARY PUBliC ? c0 ss,0. 2, Notary Pu~ic (SEAL)