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HomeMy WebLinkAbout09-18-13 (2) 411 --- L .� 1505610105 REV-1500EX(02-11)(F" '' erns Lvania OFFICIAL USE ONLY Bu Department of Revenue P , Y County Code Year File Number Bureau 2IndividualTaxes INHERITANCE TAX RETURN PO BOX 280601 f / J Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW © o3 8c;za /3 Cr OG / 9 ` 9i Decedent's Last Name Suffix Decedent's First Name MI (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return O 2,Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4.Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) �1 ® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust C/ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number o C K/ A/ G CA R VE s;� t, REGISTER OF WILLS USE ONLY - rr1 - �'• First Line of Address �J . r Second Line of Address City Code or Post Office State ZIP 'Y) DATE FILEIJ-. �y I .... .. . .... ... Correspondent's e-mail address: h1t0 o"'7;r i� Y/7 Under penalties of perjury,I declare that i have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA RE OF PERSON RES ONSIBLE FOR Fit RETURN ADDRESS A4 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J J 1505610205 REV-1500 EX(FI) .. RECAPITULATION ........... ............ _.......... ... ............. ............. 1. Real Estate(Schedule A) ... ... ....... ... .... 1 2. Stocks and Bonds(Schedule B) . . . .... .. . .. .. ... . .. ...... . ..... .. ... .. 2. ' 1 Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) .. ... 3. 4. Mortgages and Notes Receivable(Schedule D) ... ... .. .. ... .. .. ... .. .... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E).. . .. .. 5 6. Jointly Owned Property(Schedule F) O Separate Billing Requested 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property ---------- ----- (Schedule G) C=) Separate Billing Requested.. ... .. . 7. 8. Total Gross Assets(total Lines 1 through 7)... . .. . ........ . .... . .. ... .. . 8. 9. Funeral Expenses and Administrative Costs(Schedule H). .. . . 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)..__. . ...._.. 10. 11. Total Deductions(total Lines 9 and 10).... .. ... .. .. . .. .. . .. .. ........ .. 11, 9J eC eq -/ 0 12. Net Value of Estate(Line 8 minus Line 11) . .. ..... . ... ..... . .. 12 05'3 W/ . . ....... . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) .. .. . .. ... .. . .. ....... .. 11 14, Net Value Subject to Tax(Line 12 minus Line 13) ..... ..... . .. ... .. .. 14. 1 0 -7 3, 74/ TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec. 9116 .".--- "'" - --- - ---- --- (a)(1.2)X.0_ 15. ' 16. Amount of Line 14 tax a at lineal rate X.0�/ cL 17. Amount of Line 14 taxable at sibling rate X.12 17 1 18. Amount of Line 14 taxable , at collateral rate X,15 18 1 19. TAX DUE . ... .. . .. . .. ... .. . .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �C Side 2 L 1505610205 1505610205 REV-1500 EX IFq Page 3 File Number C�7 / t Decedent's Complete Address: L DECEDENTS NAME STREET ADDRE�SiS 1J f� CITY STATE ZIP Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) 2. CreditsrPayments A.Prior Payments e).z B.Discount 3. Interest Total Credits(A+B) (2) f , O a 4. 0 Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. {3) Fill in oval on Page 2,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) Make check payable to: REGISTER OF WILLS,AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS I. Did decedent make a transfer and; Yes No a. retain the use or income of the property transferred.......................................................................................... ❑ a b. retain the right to designate who shall use the property transferred or its income.......................................... ❑ ®, c. retain a reversionary interest...................................................-......................................................................... ❑ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12,1902,did decedent transfer property within one year of death without receiving adequate consideration?......... _._..............__...__....................._.--.-........................__.._......... ❑ ®' 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which ,,,?rte contains a beneficiary designation? ......._.........._.._......._............__-....._......._.............._............................... ❑ Lo IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent 172 P.S.§9116(a)(1.1)(i)J. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 percent 172 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)1.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-iso8 EX+(08-12) i pennsytvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE DECEDENT RN PERSONAL PROPERTY RESIDENT NT CE E TAX RE ESTATE OF: FILE NUMBER: Include the proceeds of litigation and#date the proceeds were received by the estate. All Property jointly owned with right 6f survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1l`IL�Lt117 �� ? 1C CJIt°✓ f�C� 4- f Yalr o?S� Carr � �&1/7 1��r� f�rr�, I �d 7 �'GS 9e //7e0me 40,felWv Q6fer UrL°c2��I J�2r/Sio/) bra .rt// D�ee4s S�rJdds 7 Ya7, �/ '(ICc 'Z/ -0 y,/°1 ler' ,*nall Xe & t Aro 41 v,6 d /"ra m ell& Ch a er ter 2 C)�r / 3 b'S 3.6 a s'4? a �1U/7CtJ �9FJ7tlL7� G�rrsl�dcvn A&7, 991nJ`� 9� TOTAL(Also enter on Une 5,Recapitulation) ; If more space is needed, use additional sheets of paper of the same size. REV-r5og EX+(oi-io) pennsylvania SCHEDULE F INHERITANCE OF RRETURE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE 4F: e j / /j0 _ /1.�� FILE NUMBER: // /T CJi a� If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT <wIre"^ �rf�1 � Aw EL C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % DATE OF DEATH REM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITOnON AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE VANE OF ASSET INTEREST DECEDENT'S INTEREST I. A. ....._ 11 / 09 5 �pcao �t�^ /DuJn E/c .n ��•l/•SS 7149 7� Are ,Y /G coof4o� 161, c z �t joor r�'I Aer4"A'( Accf 64urc A op / / n'Y/Or9 7yW.S/ �c dun d Aram G.'hUrc aF j3SS 3� TOTAL(Also enter on Line 6, Recapitulation) $ i 9. Ire 0.00 If more space is needed, use additional sheets of paper of the same size. REV-.15I.1 EX+ (08-13) r, pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER /Ve//16 7 /TOGK/i74 Decedent's bts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: —614 s-rc/ �F19S, �o /a3/P /' moo , dr3 !{e2d�'�on� Car✓i�z� Do,� , i �� �o F/ocder.s 3�•, io 9a37. Ye9 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: �J L/ !/' /�/� Names)of Personal Representative(s) /-1d/,rG4_rLL Z7 'Z/ p jf'H -e°Y' /00, O0 Street Address-_ �/'�..E'(! J_Ll/./--C°r6----- !7__------ --------- - ------- City ------------ --- - - ...- - --- -State A_ZIP/!_��yyd/5 Year(s) Commission Paid: / 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant /.,Z1/"�QYcL /YTJ //ld C.,lf^!/ifZ7 —/� Street Address ----�- &J1(//1GA1_.-�t,.�l_-- ---- ------- --- _-----------_ City_ -- _� �--- 1 ! -state�*zip Relationship of Claimant to Decedent -.6CV ,4T$ /• 4. Probate Fees: S. Accountant Fees: 6. Tax RRee�turn Preparer Fees: 7. A"�-Ae e_ d70 Ud Aho J!od o?O/a A4 MC04le, lx x ST d a0/3 �iixa� /C.¢ I Iev we 22iX z1o, ed ZF< �3�<av 1�3, ao TOTAL(Also enter on Line 9, Recapitulation) $ q <40' //p If more space is needed, use additional sheets of paper of the same size. ORRSTOWNBANK Tradilio); of 1'-Xvellence OPEC, PO Dox 250 Shippensburg,P-A 1742.57 Tramp-Rolum Service RdquestOd Date 3%08,'13 Page j Prima.y Account 1Q 600:1 oC7 Enclosures 000322 0.6500 AV 0,360 TR00002 e I, Nalia; T Hacking Be.rbaza K Hocking 8 Eaztwick In Carl iele PA C H E C K I N G A C C 0 U N T Account Title Nellie T Barbara K Flockin'a 50, interest Checking ChecY Safekeeping Account `dumber 10600160-I Statement Dettes thrt-t 3/i0/13 Previous Balance 4,056.91 Days In The Statement Period 22 3 Dep05it51/--=editS 3,051.5'- Averagc Ladner 4, 774.29 cheO�S/Debj t, 606.39 Averago Collected 4, 77 4.?9 Service Fee 00 interest Earned .03 in.exeat paid .03 Ann't-ta-1- Percentage Yield Earn ed 0.01E Current Balance 6, 501.56 2013 Interest Paid Deposits and Additions o Date Description Amount 2/23 PAYPAYMENT T SKF USA 114C HOUR -142.5i ?PD 310-1 XXSOC SEC STA TREAS 310 ppD 01 XXVA BENEF US TREASURY 310 1 o PFD intLle--, Deposit Electronic Dabits and Withdrawals o Date Description Amount o 2120 rFF 2/4113 POSTED TO INCORRECT Safe Dr:p �, acit Onta l, 40.00- 1, pa�mwn 14c, Ice PO Box 250, $hrppeitsbu%PA 1757 Ternp•Rmrum Service Requortmd Date 3/00li3 Page 3 Primary Account 106001607 Enclosures hrlurrurrry,rnurruggrnrgrrrrrdrdlrl�irrprpd,rl�ll 000322 0.6500 AV 0.360 TR00002 ?= Nellie T Hocking Barbara K Mocking taQ 6 tastuick Ln -•^-- Carlisle PA 17015-7625 C H E C K I N G A C C O U N T $ Account Title Nellie T Hocking Barbara x Mocking 50- Interest Checking Check Safekeeping Account Number 106001607 Statement Dates 2/11/13 thru 3;10/13 Previous Eelarlce 4,056.91 Days In The Statement Period ze 3 Deposita/Credits 3,051.51 Average Ledger 4,774.29 2 Che r.�a(PPhS;,,a _ 606.84 Average Collected . 4,774-.29 Service fee .00 Interest Earned .03 Interest Paid .03 Annual Fercantage yield Earned O..DA Currenr Balance 6,501.56 2013 Interest Paid As i Deposits and Addttlons ' y Data Dercrtption Amount •T 2/20 PAYMENT .4R1• USA Ii7C HOUR 742.51 N PPD `N 3101 Y:y.SOC SEC SSA TRW 330 11196.00 S PPD 31,01, xxvA nam US TREASUP.y 310 1,113.00 o PPD 3/10 Interest Deposit .03 g Elootronio Debits and 171,thAraVAla Data Deccriptiom Ameont 2/20 DPP 2/4(13 POSTED TO INCORRECT 566.09- Q ACCT 3/0, Safe Deposit Rental Paymenr. 40.OU- ° Acct No. 25900E i ORRS P.Of,$ox rQn °.fExce�lelertce S PPansbL"' PA 17,157 reniP-Retnrn 5ervi ce Re4uesied Date prima r EnclosurAQcc nt page I as 106 `r 0003115'i�lr/lll��nlh/n O02 6 07 Are 150O e Av 0136 0 d1Ntr11 tt,rjr�,r 8B EastW2 ATioki.9 TR00002 s1e PA .17025-7625 C g E C K I Account mule N G ACC C U N 2' S Effectiv Barba e T hock in Will be to June 1, 2013 hocking ra K hockZ 4 Other,El , na poem in check Process) 50+ IntereseCtronic P Yments aanC, sec nd d r to cold awn on You Pre Accoun, - 1V BW n eecking fourth, checks P ekQ ged at pr 0210", 9 ochepoliCY 1 deposits/Cre 106001607 Check g at other fan Bank: h id Service h�Cks/Debits lts 2, 164.0g 5tatettte afekeepi $- Interest pa 400. 6'7 Days In nt Dates ng The Current Bale 2 964'00 Ave aQe eager at0, lPerz dru $112123 Into olle,100.OQ Annual spe Darned ed 1. 155.17 Date$z��~_"_ 2023 Interest Pa d iejd Earned 2.155.2 4129 De,czz�t2cne O.Olo 5112 Deposit an -..•.._`__ •12 Interest Deposit it,tzpnzc Debz...' .�,-..._"�'_ 400.67 126B Cxiption �z th��HaSs ....,._..,..�` 01 cellaneous Debit ly BaSance Be i"7 2.46q.76_ 9 2,264, 08 Date . 2 564. 75 4126 Balance 51].2 99.gg 100 00 ORRSTOWNBANK A Tradition of Excellence Date 5/10/13 Page 2 Primary Account 106001607 Enclosures Nellie T Hocking Barbara K Hocking 8 Eastwick In Carlisle PA 17015 50+ Interest Checking 106001607 (Continued) Interest Rate SUS x3v 4/10 0.010000% 4/26 0.000000% THANK YOU FOR BANKING WITH ORRSTOWN BANK n 0 0 0 0 o 0 0 0 M 0 0 N O O N K K O ORRSTOWNBANK A Tradition of Excellence ORRS P.O.BOX 250 Sluppensburg,PA 17257 Temp-Return Service Requested Date 6/10/13 Page 1 Primary Account 106001607 Enclosures 1111111111141111111111111111 111111 Jill 000318 0.4500 AV 0.360 TR00002 Nellie T Hocking Barbara K Hocking 8 Eastwick Ln Carlisle PA 17015-7625 C H E C K I N G A C C O U N T S Account Title Nellie T Hocking Barbara K Hocking 50+ Interest Checking Check Safekeeping Account Number 106001607 Statement Dates 5/13/13 thru 6/10/13 Previous Balance 100.00 Days In The Statement Period 29 Deposits/Credits .00 Average Ledger 94. 61 1 Checks/Debits 12 .02 Average Collected 94. 61 Service Fee .00 Interest Paid .00 Current Balance 87.98 2013 Interest Paid .12 --- CHECK SUMMARY --- o Date Check No Amount 5/29 820 12.02 ,p * Denotes missing check numbers 0 0 0 o Daily Balance Information Date Balance Date Balance °0 5/13 100.00 5/29 87. 98 0 °o THANK YOU FOR BANKING WITH ORRSTOWN BANK n o w 0 0 H N O O O 1� N ti K O K 1� O ti ORRSTOWNBANK A Tradition of Excellence P.O.Boa 250 Page 1 ORRS Shippensburg PA 17257 Date 8/09/13 106001607 Primary Account Temp-Return Service Requested Enclosures ' 000322 0.4500 AV 0.360 TR00002 Nellie T Hocking Barbara K Hocking 8 Eastwick In - � Carlisle PA 17015-7625 H E C K I N G A C C O U N T S C Account Title Nellie T Hocking _. Barbara K Hocking check Safekeeping 50+ Interest Checking 106001607 Statement Dates 7/11/13 thru 8/11/33 Account Number 30.98 Days In The Statement Period 637.07 Previous Balance 1, 385.36 Average Ledger 596,90 1 Deposits/Credits 00 Average collected . Checks/Debits .00 Service Fee .00 _ . .. _... ... _ . . .12 Interest Paid 1, 416.34 2013 Interest Pai Current Balance Deposits and Additions Amount Date Description 1,385-36 N 7/29 Deposit N O Daily Balance Information Date Balance m Date Balance 7/29 1, 416.34 7/11 30.98 0 0 ti 0 Interest Rate Summary 'N 0.0100006 7/30 o m 0 0 m °o N ORRSTOWN BANK THANK YOU FOR BANKING WITH p'O K r` O 'y ORRSTOWNBANK A Tradkien of Fxceffiwe MRS P.O.Dox 250 Shippen5burg,PA 17257 Temp•Reltom Str%ico Requested Date 6110/23 Page 2. Primary Account 10600i&07 Eli cl 0sures 000318 0,4500 AV 0.360 17100002 Nellie T llorkmv Barbara R Hocking E4stwick Ln Carlisle rA. 17015-7625 C R Z C 9 -T X G A C C 0 V N2' S Account Title Nellie T Hocking Darnall, K 50+ Interest Checking Check Safekeepinq Account Number 10001607 „.tatelllent Datea 5/13/13 thr-d 61`10/1a Previou's A4150ot 100,00 Daps In The Statement Period 29 Deposita/Cr,)dits 00 Average Ledger, z4.6I. 12-0Z Ava--a,;a Zall 2.0-ct'am'. -1, Service Eats lntcrest Paid CeQ Curzon" Balance A7.PP, 2011, 'Interest paid .12 Date Check No Amoull, 5/29 020 12.02 rjencte3 missing check numbers o DAily Balance XnfbMatlon m Datc Balance Dare Balance 1� C, 5/13 100-00 5129 87.58 C? o THANK YOU FOR bJ*-,N? XW1* WITH ORRSTCWN BANK ri ow on A.It Detail ' _ _J30 _y- leL2. I�L.r 1/f�L:p aY'L/ °tl` Page 6 o 26 Date Description A � 9/ (�J( Amount Balance CI 08/09/2013 Deposit $342.10 $556.20 08/08/2013 BACHMAN MEMORIAL WOR CARLISLE PA 08/07/13%% Card $-195.00 _ $214.10 15 #91015 08/07/2013 SCALLES CARLISLE PA 08/06/13%% Card 15 #91015 $-10.20 $409.10 08/07/2013 MANSFIELD HAIR STUDIO CARLISLE PA 08/06/13%% Card $-33.00 $419.30 15 #91015 08/07/2013 GIANT 6112 CARLISLE PA 08/06/13%% Card 15 #91015 $-33.57 $452.30 08/06/2013 Check #000376 View $-104.18 $485.87 00 NETCHARGE PYMT S : WEBPAYMENT ID: 1200804597 CO: 08/06/2013 NETCHARGE PYMT S %% ACH ECC WEB %% ACH Trace $-50.00 $590.05 021000025208121 08/06/2013 KAMOLWAN DEESAWA CO: KAMOLWAN DEESAWAS : IAT $-7,00 $640.05 PAYPAL ID: 770510487C DATA: FF3 US %% ACH ECC IAT 08/06/2013 APISUDA YOOWATTA CO: APISUDA YOOWATTANA : IAT $-4.84 $647.05 PAYPAL ID: 770510487C DATA: FF3 US %% ACH ECC IAT 08/05/2013 Check #000373 View $-566.89 $651.89 00 08/05/2013 Check #000374 View $-208.00 $1,218.78 00 08/05/2013 Check #000381 View $-70.00 $1,426.78 00 08/05/2013 Check #000383 View $-25.00 $1,496.78 00 08/05/2013 Check #000377 View $-10.00 $1,521.78 00 0003820015483912 Processed Check - MET-ED : BILL PYMT 08/05/2013 ID: 2258580002 %% ACH ECC ARC %% ACH Trace $-77.00 $1,531.78 00 091000015483912 08/05/2013 GARDEN GATE FARM MARKET CARLISLE PA 08/05/13%0/o $-22.28 $1,608.78 Card 15 #91015 08/04/2013 TJ MAXX #859 CARLISLE PA 08/03/13%% Card 15 #91015 $-37.87 $1,631.06 08/02/2013 Check #000375 View $-42.40 $1,668.93 00 0003840020370679 Processed Check - CHASE : CHECK PYMT 08/02/2013 ID: 9200602070 %% ACH ECC ARC %% ACH Trace $-85.00 $1,711.33 00 021000020370679 08/02/2013 GIANT 6112 CARLISLE PA 08/01/13%% Card 15 #91015 $-62.28 $1,796.33 08/01/2013 ALDI 71091 250 WESTMINSTER DRIVE CARLISLE PA %% $-114.49 $1,858.61 Card 15 #91015 07/31/2013 Swipe 5 Rebate $2.40 $1,973.10 07/31/2013 From HOCKING CARVER, 0000055173 Share 0000 $2,047.17 $1,970.70 07/29/2013 Courtesy Pay fee %% ACH ECC PPD %% ACH Trace $-35.00 $-76.47 011000137446955 https://m 1 online.members l st.org/OnlineBanking/AccountSummary/AccountDctail.px 8/15/2013 t Aa t Detail Page 19 of 26 Date Description Amount Balance cP 05/06/2013 PAYPAL : INST XFER ID: PAYPALSI66 DATA: INSTANT $-17.92 $1,456.88 TRANSFER CO: PAYPAL %% ACH ECC WEB %% ACH Trace 091000017465310 05/06/2013 ANNE GRIFFIN CO: ANNE GRIFFIN : IAT PAYPAL ID: $-14.21 $1,474.80 770510487C DATA: FF3 US %% ACH ECC IAT 05/06/2013 HABIBULLAH ASLAM CO: HABIBULLAH ASLAM : IAT PAYPAL $-9.99 $1,489.01 ID: 770510487C DATA: FF3 US %% ACH ECC IAT QIYI HUANG CO: QIYI HUANG : IAT PAYPAL ID: 770510487C 05/06/2013 DATA: FF3 US %% ACH ECC TAT %% ACH Trace $-9.00 $1,499.00 091000017660515 05/06/2013 SHAOHUA ZENG CO: SHAOHUA ZENG : IAT PAYPAL ID: $-5.93 $1,508.00 770510487C DATA: FF3 US %% ACH ECC IAT 05/06/2013 WHITE ELEPHANT THAI CUI CARLISLE PA 05/05/13%0/o Card $-40.38 $1,513.93 15 #91015 05/06/2013 SCALLES CARLISLE PA 05/04/13%% Card 15 #91015 $-26.42 $1,554.31 05/05/2013 KINDRED SPIRIT VET. HOS CARLISLE PA 05/03/13%% Card $-107.00 $1,580.73 15 #91015 05/05/2013 TARGET 00020990 CARLISLE PA 05/04/13%% Card 15 $-194.82 $1,687.73 #91015 05/04/2013 CRACKER BARREL #431 CAR CARLISLE PA 05/03/13%% Card $-28.69 $1,882.55 15 #91015 05/04/2013 GARDEN GATE FARM MARKET CARLISLE PA 05/03/13%% $-16.00 $1,911.24 Card 15 #91015 05/03/2013 Check #000329 View $-50.00 $1,927.24 00 05/03/2013 THE HOME DEPOT #4149 CARLISLE PA 05/02/13 0/o% Card 15 $-55.88 $1,977.24 #91015 05/03/2013 CHILI'S GRI11300011130 CARLISLE PA 05/02/13 0/o% Card 15 $-29.18 $2,033.12 #91015 0003320021844898 Processed Check - CHASE : CHECK PYMT 05/02/2013 ID: 9200602070 %% ACH ECC ARC %% ACH Trace $-55.00 $2,062.30 00 021000021844898 05/02/2013 THE MARKETSHERMANSD SHERMANSDALE PA 05/01/13 0/o% $-18.06 $2,117.30 Card 15 #91015 05/02/2013 GIANT 6112 CARLISLE PA 05/01/13%% Card 15 #91015 $-43.16 $2,135.36 05/02/2013 SCALLES CARLISLE PA 04/30/13%% Card 15 #91015 $-27.22 $2,178.52 05/01/2013 Check #000330 View $-42.40 $2,205.74 00 05/01/2013 FIRSTENERGY OPCO $-155.16 $2,248.14 05/01/2013 MANSFIELD HAIR STUDIO CARLISLE PA 04/30/13%% Card $-35.00 $2,403.30 15 #91015 05/01/2013 $-14.38 $2,438.30 https://mlonline.memberslst.org/OnlineBanking/AcwuntSummary/AccountDetail,px 8/15/2013 Acc Detail Page 24 of 26 Date Description Amount Balance Ct 04/05/2013 ADUN ALI CO: ADUN ALI : IAT PAYPAL ID: 770510487C $-19.99 $1,330.68 DATA: FF3 US %% ACH ECC IAT %% ACH Trace 091000016888127 04/05/2013 SOMPOCH KIYAPAET CO: SOMPOCH KIYAPAET : IAT PAYPAL $_19.99 $1,350.67 ID: 770510487C DATA: FF3 US %% ACH ECC IAT 04/05/2013 WERATA RAWIDA CO: WERATA RAWIDA : IAT PAYPAL ID: $-15.50 $1,370.66 770510487C DATA: FF3 US %% ACH ECC IAT 04/05/2013 SHRI VINAYAK ENT CO: SHRI VINAYAK ENTERPRISES : IAT $-6.16 $1,386.16 PAYPAL ID: 770510487C DATA: FF3 US PAYPAL : INST XFER ID: PAYPALSI66 DATA: INSTANT 04/05/2013 TRANSFER CO: PAYPAL %% ACH ECC WEB %% ACH Trace $-5.84 $1,392.32 091000016720302 04/05/2013 DING XIAO HONG CO: DING XIAO HONG : IAT PAYPAL ID: $-3.97 $1,398.16 770510487C DATA: FF3 US %% ACH ECC IAT 04/05/2013 ANON KUNGSADALKA CO: ANON KUNGSADALKAMON : IAT $_3.58 $1 402.13 PAYPAL ID: 770510487C DATA: FF3 US %% ACH ECC IAT 04/05/2013 VINNY RESTAURANT PIZZA CARLISLE PA 04/04/13%% Card $-27.78 $1,405.71 15 #91015 NETCHARGE PYMT S : WEBPAYMENT ID: 1200804597 CO: 04/04/2013 NETCHARGE PYMT S %% ACH ECC WEB %% ACH Trace $-50.00 $1,433.49 021000026816772 04/04/2013 FTD*GEORGES' FLOWERS CARLISLE PA 04/03/13%% Card $-37.10 $1,483.49 15 #91015 04/04/2013 #002392 MEMBERS 1ST FCU 1166 WALNUT BOTTOM ROAD $-40.00 $1,520.59 CARLISLE PA %% Card 15 #91015 04/03/2013 ZHANG SUPING CO: ZHANG SUPING : IAT PAYPAL ID: $-17.50 $1,560.59 770510487C DATA: FF3 US %0/a ACH ECC IAT 04/03/2013 APISUDA YOOWATTA CO: APISUDA YOOWATTANA : IAT $-2.25 $1,578.09 PAYPAL ID: 770510487C DATA: FF3 US %% ACH ECC IAT 04/03/2013 MANSFIELD HAIR STUDIO CARLISLE PA 04/02/13%% Card $-33.00 $1,580.34 15 #91015 PAYPAL : INST XFER ID: PAYPALSI66 DATA: INSTANT 04/02/2013 TRANSFER CO: PAYPAL %% ACH ECC WEB %% ACH Trace $-18.94 $1,613.34 091000015481063 04/02/2013 CHARTIROSE CHANT CO: CHARTIROSE CHANTHAWORASUT : $_16.99 $1,632.28 IAT PAYPAL ID: 770510487C DATA: FF3 US PAYPAL : INST XFERID: PAYPALSI66 DATA: INSTANT 04/02/2013 TRANSFER CO: PAYPAL %% ACH ECC WEB %% ACH Trace $-15.62 $1,649.27 091000015480973 OVERGEM CO: OVERGEM : IAT PAYPAL ID: 770510487C 04/02/2013 DATA: FF3 US %% ACH ECC IAT %% ACH Trace $-13.25 $1,664.89 091000015607322 04/02/2013 CHUMPOL PRAB30AN CO: CHUMPOL PRABIOAN : IAT PAYPAL $-11.03 $1,678.14 ID: 770510487C DATA: FF3 US %% ACH ECC IAT https://mlonline.memberslst.org/OnlineBanking/AccountSummary/AccountDetaii.px 8/15/2013 HURF,AU OF INDIVIDUAL.TANFS pennsyEvania ' ' PO HON 180132 DEPARTMENT OF REVENUE '� HARRISBURG PA 1712$4412 PERSONAL INCOME TAX NOTICE OF ASSESSMENT DLN: 121410037049 DATE OF NOTICE: JUN 14 2013 SOCIAL SEC. NUM: 178-16-6600 ASSESSMENT 0: L27745 TAX YEAR: 2012 ASSESSMENT AMOUNT 57.00 NELLIE T HOCKING BALANCE(S) DUE FOR YOUR ACCOUNT AS OF JUN 24 2013: 8 EASTWICX LN OWE PAID BALANCE CARLISLE PA 17015-7625 UND PNLTY 2.7 .00 2.70 EST PNLTY .0 .00 .00 USNETTEST .0 00 0 2PIT ZTAXIRFO 54.00 (( .DO hLUS OTHERCIAXUYEAR(S) LIABILITIES[OEEOFREEVERSE) S/.DODO TOTAL DUE NOW- (PLEASE PAY THIS AMOUNT USING THE ENCLOSED COUPON) 57.00 THE FIGURES SHOWN BELOW REPRESENT AMOUNTS AS ORIGINALLY REPORTED ON YOUR 2012 TAX RETURN OR AS ADJUSTED BY THE DEPARTMENT. ORIGINAL OR -. - - ADJUSTED-AMOUNTS- - - -- - IA. GROSS COMPENSATION.......................... 0 18. SCHEDULE UE E XPENSES........................ 0 16. COMPENSATION......................I.......1. 0 2. INTEREST (SCHEDULE A)....................... 320 3. DIVIDENDS (SCHEDULE 8)....................... 0 4. NET INCOME OR LOSS_.................. 0 S. TAXABLE SALE • GAIN OR LOSS.................. 11455 SA. CAPITAL GAIN E XCLUSION....................... 0 6. RENTS. ROYALTIES. PATENTS, COPYRIGHTS....... 0 7. ESTATES AND TRUSTS (SCHEDULE J).............. 0 S. GAMBLING AND LOTTERY WINNINGS.......... 0 9. GROSS TAXABLE INCOME (ADD LINES 1[.2-5.6-8). 1,775 10. OTHER DEDUCTIOBS(MEDICAL. HEALTH. TUITION).N 0 11. NEI PA TAXABLE iNCOME(LIHE 9 MINUS LINE 10). 1,775 12. TAX LIABILITY (MULTIPLY LINE 11 BY .03070).. $4 13. TAX WITHHELD (FROM W2'S)..................... 0 14. CREDIT FROM PREVIOUS TAX YEAR............... 0 15816 ESTIMATED TAX a EXTENSION PAYMENTS........... 0 17. TAY, WITHHELD AS REPORTED ON NRX•1........... 0 18. TOTAL CREDITS (ADD LINES 14.17)............. 0 19B. NUMBER OF DEPENDENTS_..................... 0 21. TAX FORGIVENESS CREDIT...................... 0 22. RESIDENT CREDIT (SCHEDULE G)................ 0 23. CREDITS (SCHEDULE OC)....................... 0 24. TOTAL CREDITS (ADD LINES 13.18.21-Y3)...... 0 25. USE TAX ..................................... 0 26. TAX DUE (LINES 12 PLUS 25 MINUS 24)......... 54 27, PENALTIES AND INTEREST...................... 29. OVERPAYMENT.................................. 31. CREDITED TO NEXT YEARS ESTIMATED TAX........ 0 32-36.TOTAL DONATIONS (LINES 32.36)............ 0 ry, THE REASON(S) FOR THIS NOTICE ARE AS FOLLOWS: d YOUR TAX RETURN WAS RECEIVED ON TIME BUT YOU 010 NOT PAY WHAT YOU OWED. PENALTY FOR FILING TIMELY BUT UNDERPAYING YOUR TAX DUE IS 5% OF IRE UNPAID BALANCE.- INTEREST IS CALCULATED DAILY ON THE BALANCE DUE. INTEREST WILL CONTINUE UNTIL. THE BALANCE IS PAID. SEE INTEREST PATES. ANY UNPAID BALANCES WILL REDUCE OR ELIMINATE ANY FUTURE REFUND. YOU HAVE THE RIGHT TO APPEAL FOR A REASSESSMENT OR REFUND. DETAILS OF YOUR APPEAL RIGHTS ARE ENCLOSED (SEE REV-554). IF YOU HAVE ANY QUESTIONS CONCERNING YOUR APPEAL RIGHTS, PLEASE CALL (717)783.5250. A TAXPAYER DISAGREEING WITH THE ASSESSMENT Of TAX MUST FILE A PETITION FOR REASSESSMENT OR REFUND. APPEALS MOST BE FILED BY THE FOLLOWING DATE: 1) ON OR BEFORE SEP 12 2013 A PETITION FOR REASSESSMENT MUST BE FILED OR 2) ON OR BEFORE DEC 1.6 2013 REMIT THE BALANCE DUE TO THE PA DEPARTMENT OF REVENUE AND FILE A PETITION FOR REFUND. APPEALS ARE CONSIDERED TIMELY If POSTMARXED BY THE U.S. POSTAL SERVICE ON OR BEFORE THE LAST DAY FOR PETITIONING FOR REASSESSMENT OR REFUND OR IF RECEIVED AT THE ADDRESS BELOW ON OR BEFORE THE LAST DAY FOR PETITIONING FOR REASSESSMENT OR REFUND. AN APPEAL CAN BE FILED ON-LINE 0 WWW.80ARDOFAPPEALS.STATE.PA.US ON OR BEFORE THE FILING DEADLINES NOTED ABOVE. INITIATE AN ELECTRONIC APPEAL BY SUBMITTING A PETITION BY MEANS OF COMPUTER AND RECEIVING A CONFIRMATION NUMBER AND PROCESSED DATE FROM THE BOARD Of APPEALS WEBSITE. *The "Total Due HOW' may not reflect payments remitted to the department within 15 days prior to the date of this notice. Please Compare the date of this notice with your banking records before Contacting the department. SEE REVERSE SIDE FOR MORE INFORMATION 219 North Hanover Street Carftle,Pennrylvonio 17013 717.243.4511 toll free 1.866.451.4511 tax 717.243.3723 w .hoffmonroth:cdm FUNERAL HOME & CREMATORY, INC. hoehoffmonrolh.com Barbara Carver i 8 Eastwood Lane Carlisle, PA 17015 Statement of Funeral Expenses for: Nellie T. Hocking Date of Death: March 28, 2013 Account Id: 16846-088 Package Selected: $3,730.00 Graveside Service Package Casket: Carter Casket $2,250.00 Outer Burial Container: Cave Proof Box $1,175.00 Funeral Home Charges: $7,155.00 Cash Advances Items: Mi. Zion Cemetery $ 1,200.00 6 Certified Death Certificates at$6.00 each $ 36.00 Newspaper Notice- Sentinel $ 237.00 Newspaper Notice- Public Opnion $ 177.40 Newspaper Notice -News Chronicle $ 50.00 Hairdresser $ 40.00 Total Cash Advance Items: $1.740.40 Total Funeral Charges: $8,895.40 Total Amount Due: $8,895.40 S E R V I N G OUR COMMUNITY S I N C E 1 9 0 7 CHRISTOPHER H.�LoFfmAN—Ow,,jE,?./P�I.ESIDEVT ORIGINk-PaWe HuI K;ATA F D er A. 2861 :°"E ACCT.NO. TRIPLICAifFUnereIWmP [ /�/_ LAST BALANCE $ y�� ❑ INTEREST LATE_PAYNENT _ L_j CNAR f - fAIIJBTOTA� � Funerallr�Services ` %irnr/rrrr/, CREDITS 41 1ECK e .,/ Name 4l Deceasetl �[ VK" LESS PAYMENT cnRO -- $ (J Pones Home& m NEW BALANCE Cre atory.Inc. OTHER 18604 Estate of Nellie Hocking Vendor Code: 001972 Vendor Code 001972 r Invoice No. Description Date Amount Discount Withheld Not Amount 05312013 Refund 05/31/2013 1,385.36 0.00 0.00 1,365.36 Check Date: 107/19/2013 Check#: 0000040145 1 Totals: 1,385.36 0.00 0.00 1,385.36 Page 1 of 1 Front: ErE BARBARA K.HocKim CARVER sb ezza rats-' - 329 8 EgMCr UNTIE P14-717,25M496_ CARUSLE,PA 17015 - Pa11 to rem „dmog — $ . T. 8 ; 8 T` MEMBERS 1" is 2 3 i 38 2 24 11: 218361.99LB"' 0329 i i � E LAST WILL AND TESTAMENT I, Nellie T. Hocking, of the Borough of Shippensburg, Cumber- land County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my Will, hereby revoking any and all former Wills and Codicils thereto by me at any time heretofore made. FIRST: I direct that all my just debts and funeral expenses , including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. SECOND: I give and bequeath to my daughter, Barbara K. Hocking, those items listed on a separate, unsigned Memorandum, which refers to this, my Will, by date. THIRD: I give and bequeath the residue of my estate of every nature and wherever situate to my husband, Charles D. Hocking, providing he shall survive me by thirty (30) days. FOURTH: Should my husband, Charles D. Hocking, predecease me or die on or before the thirtieth (30th) day following my death, I give, devise and bequeath the residue of my estate of every nature and wherever situate to my daughter, Barbara K. Hocking, provided that should my daughter, Barbara K. Hocking, predecease me or die on or before the thirtieth (30th) day following my death, I give, devise and bequeath the residue of my estate of every nature and wherever situate to her issue, whether the same be natural or adopted, per stirpes , living at the time of my death. Page One of a Six Page Will FIFTH: Should my husband, Charles D. Hocking and my daughter, Barbara K. Hocking and her issue, predecease me or die on or before the thirtieth (30th) day following my death, I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows : X A. All of my railroad related artifacts, memoribelia, photographs , books , publications, documents and papers to Chesa- peake and Ohio Historical Society, Alderson, West Virginia. X B. All of my books , other than those related to rail- roads to Emmaus Bible College, Dubuque, Iowa. i X C. The balance of the residue of my estate to Common- wealth National Bank, IN TRUST, however, for my sister, Winifred T. Stewart. My Trustee shall pay the net income from said trust at least as often as quarter-annually to my said sister, Winifred T. Stewart and upon her death, the principal and any accumulated income shall be paid to Christian Missions in Many Lands, Spring Lake, New Jersey. For purposes of this trust, the term net income shall be defined as, the gross income from the trust, less all expenses, including Trustee's fees, taxes and any other adminis- tration expenses . SIXTH: In the event that any one entitled to a share of my estate should be under the age of eighteen (18) years at the time for distribution to him or her, I consitute and appoint Common- wealth National Bank with principal offices in Harrisburg, Dauphin County, Pennsylvania, Guardian of any property which passes either Page Two of a Six Page Will r under this Will or otherwise to said minor. Said Sank, as Guardian, shall in its sole discretion and without order of Court, use principal as well as income from time to time as may appear to be necessary for the minor's welfare, comfort, medical care, recreation, support and education, without responsibility to the minor or to any person taking care of the minor; and the remaining balance in the hands of said Guardian, shall be distributed to said minor when he or she attains the age of eighteen (18) years. If such minor dies prior to attaining the age of eighteen (18) years, said Guardian is authorized in its discretion to pay part or all of his or her funeral expenses and the remaining balance in the hands of said Guardian, shall be distributed to his or her personal representative. In the event the funds held by the Guardian for any minor become, in the opinion of the Guardian, too small for proper and efficient administration, the Guardian, in its discre- tion, may deposit such funds in a savings account in the name of the minor. SEVENTH: Any fiduciary under this, my Will shall have the following powers in addition to those vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercis- able without Court approval, and effective until actual distribu- tion of all property: A. To retain any and all of the assets of my estate, C real or personal, without regard to any principle of diversifica- tion of risk. Page Three of a Six Page Will i B. To invest in all forms of property, including stock, common trust funds and mortgage investment .funds without restric- tion to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversifica- tion of 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 J to give options for sales, exchanges or leases, for such prices and upon such terms or 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 compromise any claim or controversy. F. To distribute in cash or in kind or partly each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. EIGHTH: I appoint my husband, Charles D. Hocking, Executor of this, my Will. Should my said husband, predecease me, fail to qualify or cease to act as Executor, I appoint my daughter, Barbara K. Hocking, Executrix of this , my Will. Should my said daughter, predecease me, fail to qualify or cease to act as Executrix, I appoint Commonwealth National Bank with principal offices in Harrisburg, Dauphin County, Pennsylvania, Executor of this, my Will. NINTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever juris- Page Four of a Six Page Will diction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. TENTH: No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and .Testament, consisting of six typewritten pages, the first four of which bear my signature in the margin for the purpose of identification, this 1p :� day of %74;. .cuQ 1984, r Signed, sealed, published and declared by the above named Testatrix, Nellie T. Hocking, as and for her Last Will and Testa- ment, in our presence, who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses. Address -- Add ress Page Five of a Six Page Will and the Testatrix and the witnesses , respect- ively, whose names are signed to the attached or foregoing instru- ment, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last will and that she had signed willingly (or willingly directed another to sign for her) , and that she executed. it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the will as witnesses and to that the best of their know- ledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ;oy Y Testatrix rr.t 4nCS5 Subscribed, sworn to and acknowledged before me by the Testatrix,A sub-scribe an to before me by- and worn P or- mi asses, this - _. ay of 1984. NOTARY PUBLIC My am .79?;;;r.�at.kr^Vvy 25. iC+Sr Chbcityuq&F,-w'-k n Co.. PH Page Six of a Six Page will r �r CODICIL TO LAST WILL AND TESTAMENT OF NELLIE T. HOCKING I, NELLIE T. HOCKING, of Carlisle, Cumberland County, Pennsylvania, do make, publish and declare this to be the first Codicil to the Last Will and Testament executed by me on January 6, 1984, in the presence of JOEL R. ZULLINGER and CAROL I. GRATTON. I revoke and annul Article Five(C) wherein Commonwealth National Bank is appointed as Trustee for the benefit of my sister, WINIFRED T. STEWART and in Lieu and substitution thereof I appoint FARMERS TRUST COMPANY of Carlisle, Pennsylvania as Trustee for the benefit of my sister, WINIFRED T. STEWART. I revoke and annul that portion of Article Eight wnicn appoints Commonwealth National Bank as Executor of my Estate should both my Husband, CHARLES D. HOCKING, and my daugnter, BARBARA K. HOCKING, predecease me, fail to qualify or cease to act as Executor or Executrix; and in lieu and substitution thereof, I appoint FARMERS TRUST COMPANY of Carlisle, Pennsylvania as Executor should my Husband, CHARLES D. HOCKING, or my daughter, BARBARA K. HOCKING, predecease me, fail to qualify or cease to act as Executor or Executrix. CODICIL TO LAST WILL AND TESTAMENT / OF NELLIE T. HOCKING In all other respects I ratify and confirm all of the provisions of my said Will dated January S, 1984. IN WITNESS WHEREOF, I subscribe my name, tnis ;"„^Y" day of ' November, 1990, at Boiling Springs, Pennsylvania. (SEAL) NELLIE' T. CNx y The foregoing instrument, consisting of this and one preceding typewriten page Was signed, published and declared by NELLIE T. HOCKING, the Testatrix, to be the first Codicil to her i Last Will and Testament in our presence, and we at her request and in her presence and in the presence of each other have hereunto f subscribed our names as witnesses this/SY/fd-ca�y+ of November, 1990. residing at �1� s� / � ti residing at ��( �/ mom -2- i