HomeMy WebLinkAbout10-15-13 �' ._ _
� 1505611185
REV-1500 EX(02-11)(FI)
PA Department af Revenue OFFlCIAL USE ONLY
Bureau of Individuai Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 21 13 0115
Harrisburp,�A v�z8-oso� RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
SoCial Security Number Date of Death MMDDYYYY Date of Birth MMDDYYY1r
01132013 01111953
Decedent's Last Name Suffix Decedent's First Name M i
ROCK STEVEN E
(If Applicable) Enter Surviving Spouse's Information Below
3pouse's Last Name Suffix Spouse's First Name M I
ROCK JEANNINE M
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
179-44-8918 REGISTER OF WILLS
FILL IN APPROPRIATE BOXES BELOW
� 1. O�iginal Return � 2. Supplemental Return � 3. Remainder Return(Date of Death
Prior to 12-13-82)
❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Retum Requi�ed
death afte�12-12-82)
� 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust � 8. Totai Number of Safe Deposit Bo�aes
(Attach Copy of Wiil) (Attach Copy of Trust.)
❑ 9. Litigation Proceeds Received ❑ 10.Spousai Poverty Credit(Date of Death ❑ 11. Election to Tax under Sec.9113(A)
Between 12-31-91 and 1-1-95) (Attach Schedule O)
CORRE8PONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION 3HOULD BE DIRECTED TO:
Name Daytime Telephone Number
....,
JOHN D• SHERIDAN, ESQ• 717-�40-917`�� � �
,
f�G R OF WIL�USE�IL�„1
� ...�. � �� �.,..a� C�
� ✓� g-- F..� ,,,�� ��1
First Llne of Address r �w�� � �,:�, c,�
� ��:��
..,:.,;
SUITE 201 � ` '��`' --� � �
�`�µ t;;.� � -�n
Second Line of Address "~�� ' "'�'
� �,.:� ,; ��,
� � �
2080 LINGLESTOWN ROAD " � ��J �'" ��
�
City or Post Office State ZIP Code � DATE � "s1
HARRISBURG PA 17110
CorrespondenYs e-mail address: S S H E R I D A N a�S S B C—L A W•C 0 M
Under panaltiea of perjury,I declare that 1 have examined this retum,induding accorr�panying schedules and statementa,and to the best of my knawledge and belief,
it is true correct and compiete.Declaration of reparer other than the personal representativ�e is based on all inTormatlon of which preparer has�ny knawledge.
OF PERSON RESPONSIBL OR ING R N /Q /
,
ADDRE
512 ALYA D WAY ENOLA, PA 17025
SIG �t P ARER O REPR TATNE D TE
_ `1 f
AD
20 0 LINGLESTOWN RD• , SUITE 201 . HARRISBURG, PA 1711
� PLEASE USE ORIGINAL FORM ONLY
�
� �
Side 1
� 1505611185 1505611185 �
•M4i47 3.000
Estate of STEVEN E. ROCK 220-58-5977
Executors (Page 1)
Name JEANNINE ROCK
Address 512 HALYARD WAY
ENOLA, PA 17025-
Tax ID 179-44-8918
� 1505611285
REV 1500 EX(FI)
�ecedenrs Name: R 0 C K S T E V E N E
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . � �•��
2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2. 2 2 8,017•0 0
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Sdiedule C), , , , , g_ �•0 0
4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. 0-�0
5. Cash,Bank Deposits and Misce�laneous Personal Property(Schedule E) , , , , , 5, 4 2 2,2 8 6•0 0
6. Jointly Ovmed Prvperty(Schedute F) � Separate Billing Requested , , , , 6. 1,210•�0
7. Inte�-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested . . . . 7. 1,0 5 5,17 9•0 0
s. Totai Gross Aasets(total Lines 1 through 7) , , , , , , , , , , , , , , , , , , 8 1,7 0 6,6 9 2•0 0
9. Funeral E�enses and Administrative Costs{Schedule H). . . . . . . . . . . . . 9. 3 9,?4 9•��
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) , , , , . . . . . �o. 8 5,5 6 6•��
11. Total Deductfons(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , ��. 12 5,315•0 0
12. Net Value of Estate(Llne 8 minus Line 11) , , , , , , , , , , , , , , , , , , , �2. 1,5 81,3??•0 0
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Sc�edule J), , , , , , , , , , , , , , , , �3. 0•0 0
14. Nst Vslue Subject to Tax(Line 12 minus Line 13) , . , �4. 1,5 81�3 7 7•��
TAX GALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 ta�e
at the spousal tax rate,or
tranafers un�r Sec.9116
�e���z�x.o�L 906,604 • 00 �s. 0•00 �
16. Amount of Line 14 ble
atlinealrateX.o4� 674,773•00 �s. 30,365•00
17. Amount of Line 14 ta�rable
at sibling rate X.12 ❑• �� 17. �•0�
18. Amaunt of Line 14 taxable
at collate�al rate X.15 0 •0 0 18. 0•0 0
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �s. 30,365•00 ,
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT X�
$ide 2
� 1505611285 1505611�85 J
OM4848 3.000
REV 1500 EX(FI) Pape 3 File Number
Decedent's Com tie Address: 21 13 0115
�CEDENTS NAME
S"�REET ADDRESS
CITY STATE ZIP
Tax Payments and Credits:
�. Tax Due FPage 2,une�s� ��> 3 0,3 6 5•0�
2. Credits/Payments
A.Prfor Payments 4 2�O�O.O O
B.��,�t 1,518.a a
Total Credits(A+B) �2� 4 3,518•0 0
3. Interest
(3) �.��
4. If Line 2 is greater than Line 1+Line 3,enter tfie difference.This is the OVERPAYMENT.
Fill in box on Page 2,�ine 2o to requ�t a refund. (4) 13,15 3•0 0
5. If Line 1 +Line 3 is greater tlian Line 2,ent�the difference.This is the TAX DUE. (5) �.��
Make check payable to: REGISTER OF WILLS, AGENT.
PLEA$E ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS
1. Did decedent m�ke a transfer and Yes No
a r�ain the uae or invome of the property transfe�red . . . . . . . . . . . . . . . . . . . . . . . . ❑
b. re��n the�ight to designate who shail use the property transferred or its income . . . . . . . . . . ❑
c. reteiin a reversia�ary interast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑
d. �eceive the promtse for life of either PeYments,be�efits or care? . . . . . . . . . . . . . . . . . . ❑ �
2. If death occuned after Dec. 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
3. Dtd decedent own an"in trust fo�"or payable-upon-death bank account or security at his or her death? . ❑ �
4. Did de�:edent own an individual�etirement account,annuity,or other non-probate property,which
contains a beneficiary desic�nation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . � ❑
IF T1iE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Far 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[72 P.S.$9116(a)(1.1)(i)j•
Far dates of death cm � afiter Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 pe�cent
[72 P.S.�9116(a)(1.1)(ii)J.The statute does not exempt a tr�sfer to a su�viving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax�retum�e still applicabie even if the surviving spouse is the only beneficiary.
For dates of death on or after.luly 1,2000:
• Tfie tax rate imposed on the net value of#ransfers firom a deceased child 21 years of age or younger at death to or for the use of a naturai pa�ent, an
adoptirre parent or a stepparent of the chitd is 0 percent[72 P.S.§9116(a)(1.2)].
• �fie tax rate imposed on the net value of transfers to or fior the use of the decedent's iineal beneficiaries is 4.5 peroent,ezcept as noted in i72 P.S.§9116(aK1)].
� The tax rate imposed on the net value of transfers to or for�he use of tfie decedent's siblings is 12 percent[72 P.S.§9116(a){1.3)j. A sibiing is defined,
under Section 9102,as an individual who has at least one parent in common with#he decedent,whefher by blood or adoption.
OM4671 2.000
REV 1503 EX+(�1�
pennsyhrania SCHEDULE B
DEPARTMENT OF REVENUE
INHERITANCETAX RETURN STOCKS & BONDS
RESDENT DECEDENT
ESTATE OF FILE NUN�ER
S__�VEN E ROCK ESTATE 21 13 0115
All property jointly owned with�ight of survivorship must be disclosed on Schedule F.
��M VALUE AT DATE
NlN1ABER DESCRlPT10N OF DEATH
�. 450 Shares
FA+CEHOOK INC CL-A
(MDRGAN STANLEY �661-031394-10.3) 14,162
2 566 3hares
M3 EI�RGING IrIICT3 DOMESTIC DEBT
(Ir10RGAN STANLEY #661-031394-103) 9,773
3 2,839.25 3hares
TARGET RETIREMENT 2055
('VANGUARD ACCOLTNT 388033260680) 72,344
4 168.661 Shares
TARGET RETIREMENT 2015
(VANGtJARD ACCOUNT #88033260680) 2,294
5 50 Sharas
E-TRADE EINANCZAL CORP (E-TRADE ACCOUNT #0475) 476
6 0.6732 3hares
GOI�DMAN SACH3 GROUP INC. (E-TRADE ACCOUNT #0475) 92
7 1.1614 Shares
INTEL CORP (ETRADE ACCOUNT #0475 25
8 0.1056 Shares
INTERNATIONAL GAME TECHNOLOGY (ETRADE ACCT #0475) 2
9 338.7497 3hares
JP I�lORGAN CHASE b CO (ETRADE ACCT #0475) 15,522
10 10,004 Shares
LASER ENERGETIC3 INC CLASS A (ETRADE ACCT #0475) 350
ii 3.6a�i Shares
MICR030FT CORP (ETRADE ACCT #0475) 98
12 1.6859 Shares
PNC FI1+IANCIAL S�RVICES GROUP (ETRADE CCT #0475) 101
13 76.0143 3hares
��L CORP (ETRADE ACCT #0475) 2,204
Total from contir�uation schedules . . . . . . . . . 110,574
TOTAL (Also enter on Line 2,Recapitulation) S 228,017
2W48se 2.00o if more space is needed,insert add'rtional sheets of the same size
Estate of: STEVEN E ROCK ESTATE 21 13 0115
Schedule B (Page 2)
It� Value at Date
No. Description of Death
14 500 Shares
PR03HARE3 TREASURY TRUST (ETRADE ACCT #0475) 32,555
15 208.8911 Shares
PR03HARE3 TRUST FINANCIAL (ETRADE ACCT �0475) 15,329
16 2,000 3hares
PR03HARE3 7-10 YR TREASURY ETF (ETRADE ACCT# 0475) 55,845
17 6.0581 Shares
ST JOE COMPANY (ETRADE ACCT �0475) lq2
18 71.082 3hares
JANU3 INVESTMENT FtJND Ti�RLDWIDE (ETRADE ACCT #0475) 3,499
19 136.546 3hares
JANUS INVE3TMENT FUND GLOSAL TECHNOLOGY (ETRADE ACCT
�k0475) 2,654
20 MISCELLANEOUS INVE3TMENTS 550
Total (Carry forward to main schedule) 110,574
REW 1508 EXt(p�12)
pennsylvania SCHEDULE E
DEPARibEM'OF REVENUE CASH, BANK DEPOSITS�MISC.
��r�Tn,RN PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
STEVEN E ROCK ESTATE 21 13 0115
Include the proceeds of liti�ation and the date the proceeds w�+e received by the estate.
Ail ro ointl owned with�i ht of survivorshi must be disclosed on Schedule F.
�M VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Ti�G EXPENSE CHECK 17 6
2 PA—TAX E�MPT N�ONEY MARI�T
(VANGUARD ACCOUNT 88033260680) 55,141
3 Tl�lG PAYROLL
Paycheck Period end 1/19/13-5096.16
Paycheck Period end 1/31/13-9173.16
2013 Total PTO Award-25,480.80
2013 Carryove= PTO-15,993.03
Total: 55743.15 less Withholding of 4264.35 = 51,478.80 51,479
4 MASTER CARD CREDIT MILES
(Refund) 8 9
5 2'1�lG 2012 ANNUAL PERFORMANCE INCENTIVE PAYMENT
Total: $116,334.74 less withholding of 4340.98 =
$111,993.76 111,994
6 Tl�lG 2010-2012 CYCLE LONG TERM INCENTIVE PAYMENT
Tota.l $142,398 less �ithholdinq of 3231.39 = $139,166.61 139,167
7 AICPA IN3URANCE TRUST
(REF'UND) 583
8 �NC BANK CHECKING ACCOUNT 1
9 COI�AST REFUND 148
10 C,APITAL ONE REFUND 19
11 2011 JEEP GRAND CHEROI�E
(KELLEY BLL1E BOOK VALUE) 21,818
12 I�RGAN STANLEY 1�ONEY MARI�T (ACCOUNT #661-031394) 2,728
13 2003 BMW, M3
(KELLEY BLUE BOOK VALUE) 17,679
14 2011 NI3SAN ALTIMA
(KE Li�EY BLUE BOOK VALUE) 21,2 3 0
15 AMERICAN EXPRESS E'X E'EE CLASS ACTION SETTLMENT FUND 8
16 PA TURNPII� EZ PASS RE�'[JND 2 6
TOTAL(Also enter on line 5,Recapitulation) s 42�,2 8 6
2yy<gqp 2,ppp If more space is needed,use additional sheets of paper of tht same size.
ReV-1509 IX+(01-10)
pennsylvania SCHEDULE F
�����
INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY
RE810ENT DECEDENT
ESTATE OF: FILE NUMBER:
STEVEN E ROCK ESTATE 21 13 0115
If an asset became jointly awned withM o�e year of the decede�Cs date ot death,it muat be reported on Schedule G�
St�1/NNG JONT TBdANT(S)NANE(S) AODR6S RaATI0NSI�P TO DEC�BJT
A ROCK, RANDALL S 1005 ROMAN IQJOLL COURT, APT. E,
HARRISBURG, PA 17109 Son
JOINTLY OWNED PROPERTY:
� � °A� o�,sc,�rio►�oF�Y %oF ao��oF o�►n�
�t NaDE u+a.uoE wuE aF�wsnTUriar�no wu�xa�rr t+u+s�re cR sMwe L1ATE OF D64TH DEC�B�IT'S VAII�OF
I��uB� �arr J�Jf bENT�Yq�Ki qI�BER ATTAdI DEEO fOR JOMTLY HEW REAL E8TATE. VAL�OF ASSET p�T p�!(`S/VT�T
1 A 2004 MITSUBISHI ECLIPSE
(I�LLEY BLUE BOOK VALUE) 2,419 50.0000 1,210
TOTAL. (Also enter on line 6,Recapitulation) S 1,210
9W48AE 2.000 I#mor�e space is needed,use additional sheets of paper of the same size.
REV 1510EX+(OB-09) SCHEDULE G
pennsylvania
o��xroF�r�uE INTER-VIVOS TRANSFERS AND
�iERITANCE TAX RETURN MISC.NON-PROBATE PROPERTY
�oErrroc��nrr
ESTATE OF FILE NUMBER
STEVEN E ROCK ESTATE 21 13 0115
This schedule must be completed and filed if the answer to any of ques�ons 1 through 4 on page three of the REV-1500 is yes.
DE9CRIPTION OF PROPERTY
ITEM N�K;LIAEIFft�MMEOFII£7RIN�EE.ThBR REUITON�IPTO DE(�DEM MD DATE OF DEATH %OF t1ECD'S EXCLUStON TAXABLE
�E TFEp111E0FiRH�Bt ATT/�CHAOOPY OF TFf D�D FOR REAL ESTATE. VALUE OF ASSET INTEREST �uc,�,s�E VALUE
�• HAWAII CONDOMINIUM ANNUAL WEEK
(ESTI1KPiTED VALUE) 17,000 100.0000 17,000 0
NON—TAXABLE REAL ESTATE
(OUTSIDE OF PENNSYLVANIA)
2 MILLENNIZA�i TRUST COI�ANY
TRADITIONAL IRA 1,420 100.0000 0 1,420
3 MERRILL LYNCH IRA #872-85934 380,919 100.0000 0 380,919
INDIVIDUAL RETIREMENT ACCOUNT
BENEFICIARIES:
MELI3SA ANNE ROCK — 33.30$
R1�NDALL 3. R4CK — 3 3.3 0�
RACHAEL MARIE ROCK — 33.40�
4 ST. JOHN CONDOMINIUM ANNUAL
WEEK
(ESTIMPiTED VALUE) 10,000 100.0000 10,000 0
NON—TA�CABLE REAL ESTATE
(OUTSIDE OF PENNSYLVANIA)
5 TMG 401(K)
C/O PRUDENTIAL 59,284 100.0000 0 59,284
BENEFICIARY: JEANNINE ROCK, �
SURVIVING SPOUSE
6 Ti� DEFERRED CO2�EN3ATION
a/o HEALTH CARE SERVICE CORP. 14,510 100.0000 0 14,510
BENEFICIARY: JEANNINE ROCK,
SURVIVING SPOUSE .
7 HIGHIMARK DEE'ERRED COI�ENSATION
PLAN
C/O I�(JLLIN TBG 60,532 100.0000 0 60,532
BEI�FICIARIES: THREE CHILDREN
IN EQUAL SHARES
8 AMI3Y3 3YNERTECH, INC. DEFERRED
COMPEN3ATION PLAN 236,885 100.000U 0 236,885
BENEFICIARY: JEANNINE ROCK,
SiJRNIVii3G 3POUSE
9 TIAA/CREF 22,962 100.0000 0 22,962
�otal from conti�uation sched les . . . . . . . . . 278,667
TOTAL(Also enter on line 7,Recapitulation)$ 1 055 17 9
If more space is needed,use additional sheets of paper of the same size.
9W46AF 2.000
Estate of: STEVEN E ROCK ESTATE 21 13 0115
Schedule G (Page 2)
Item DOD Value Taxable
No. Description of Asset � Interest Exclusion Value
BENEFICIARY: JEI�NNINE ROCK,
SPOUSE,
10 HAWAII CONDOMINIUM BIENNIAL WEEK
(ESTI�TED VALUE) 12,000 100.0000 12,000 0
NON-TAXABLE REAL ESTATE (OUTSIDE
OF PENN3YLVANIA)
il 2,213.73 Shares
�RICAN FUNDS NEW PERSPECTIVE
(HEALEY GROUP 401K) 69,489 100.0000 0 69,489
12 1,374.045 Shares
AMERICAN FUNDS NEW WORLD (HEALEY
GROUP 401K) 73,896 100.0000 0 73,896
13 2,430.409 3hares
JOHN HANCOCK FUNDS SMALL CAP
EQUITY (HEALEY GROUP 401K) 63,069 100.0000 0 63,069
14 1,996.492 Shares
JOHN HANCOCK FtJND3 US GLOBAL
LEADER3 (HEALEY GROUP 401K) 72,213 100.0000 0 72,213
Total (Carry forward to main schedule) 278,667
REV-1511 EX*(10-0� SCHEDULE H
pennsylvania
D�AR71uBrTOF REVENUE FUNERAL EXPENSES AND
NIiBi(TMICETAXRETURN ADMINISTRATIVE COSTS
R�DO�'T OECEDENT
ESTATE OF FILE NUMBER
STEVEN E ROCK ESTATE 21 13 0115
Decedent's debts must be reported on Schedu�I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
�, JESSE H GEIGLE FUNERAI� HOME 3,02 9
Total from continuation schedules . . . . . . . . . 7,169
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Year(s)Commission Paid:
2. Attomey Fees: 2 5,0 0 0
3. Family Exemption:(If decedent's address is not the same as daimant's,attac:h e�lanation.) 3 500
�
Claimant JEANNINE ROCK
Street Address 512 HALYARD WAY
City ENOLA State PA ZIP 17025
Relationship o#Claimant to Decedent SURVIVING SPOUSE
4. Probate Fees: 574
5. Accountant Fees:
6. Tax Retum Prepare�Fees:
7.
1 THE CUI�ERLAND LAW JOURNAL
(ESTATE ADVERTISEMENT) 75
2 E'ZORA M. VOYT
{SUSSCRIBING WITNESS FEE) 20
Total from continuation schedules . . . . . . . . . 382
TOTAL(Also enter on Line 9, 'ulation) 3 3 9 7 4 9
awasa�2.00o If more space is needed,ase add�ional sheets of paper of the same size.
Estate of: STEVEN E ROCK ESTATE 21 13 0115
Schedule H Part 1 (Page 2)
I tem
No. Description Amount
2 COLONIAL GOLF � TENNIS CLUS
(FUNERAL LUNCHEON) 7,169
Total (Carry forward to main schedule) 7,169
Estate of: STEVEN E ROCK ESTATE 21 13 0115
Schedule H Part 7 (Page 2)
3 CiJI�ERLP,ND COUNTY ORPHANS' COURT
(ADDITIONAL SHORT CERTIFICATESj 25
4 UNITED PARCEL SERVICE 19
5 2K NETWORKING INC
(ATTEI�TED RECOVERY OF LAPTOP INFORMATION) 22p
6 MARYLAND STATE ARCHIVES
(DIVORCE DOCUMENTATION) 35
7 THE SENTINEI�
(ESTATE ADVERTISEMENT) 83
Total (Carry forward to main schedule) 382
REV-1512 EX+(12-12)
pennsyivania SCHEDULE I
OEPARTIrENTOF REVENUE DEBTS OF DECEDENT,
It�TMICETAXRETURN MORTGAGE LIABILITIES& LIENS
RESDEM'DECEDENT
ESTATE OF FILE NUMBER
STEVEN E ROCK ESTATE 21 13 0115
Report debts incurred by the decedent prior to death that remained unpaid at the date o#death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
Wt1�ABER DESCRIPTION pF pEq'm
�• PECO
(Electric for Philadelphia Apartment) 266
2 CHASE CREDIT CARD ENDING IN 8425
C/O DCM SERVICES, LLC 7,819
3 1�+�MERICAN EXPRESS
(c/o WE3T ASSET MANAGEMENT) 19,768
4 PA AMERICAN WATER
(Water Service for Philadelphia Apartment) gg
5 PNC BANK LINE OF CREDIT 18,572
6 PA DEPT. OF REVENUE
(DECEDENT'S 2012 INCOME TAX LIASILITY) 3,432
7 US TREA3URY
(DECEDENT'S 2012 INCOME TAX LIABILITY) 2,�1g
8 E-TRADE ACCOUNT �0475 MARGIN DEBT BALANCE 32,242
9 EAST PENNSBORO TAXING AUTHORITY (DECEDENT'S 2012 INCOME
TAX LIABILITY) 660
TOTAL(Also enter on Line 10,Recapitulafion) S 85 566
2W46AH 2.000 If more space is needed,insert additional sheets of the same size.
REV1513EX+(01-10) S�HEDULE J
pennsylvania
OEPARTI�ENTOF REVENUE BENEFICIARI ES
I(�RtTANCE TAX RETURN
RESIDEI�tT DECEDEfJT
ESTATE OF: FILE NUIY�ER:
STEVEN R K E TATE 21 13 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE
1 TAXABLE DISTRIBUTlONS[InGude outright spousal distributions and tr�sfers under
Sec.9116(a)(1.2).]
�. JEANNINE M. ROCK
512 HALYARD WAY
ENOLA, PA 17025
AMISYS SYNERTECH, INC. DEFERRED
CO1�EN3ATION PLAN
Inventory Value: 236,885
TIAA/CREF
Inventory Value: 22,962
TMiG DEFERRED COMPENSATION
c/o HEALTH CARE SERVICE CORP.
Inventory Value: 14,510
TMG 401(Kj
C/O PRUDENTIAL
Inventory Value: 59,284
2,213.73 Shares
ENTER�OI.LAR AM�INTS FOR DIS7RIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 18 OF REV 1500 COVER SHEET,AS APPROPRIA'fE.
�� NON-TAXABLE DISTRIBU'iIONS
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B.CHARfTABIE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABt.E DISTRIBUTIONS ON IINE 13 OF REV-1500 COVER SHEET. ; 0
If more space is needed,use additionai sheets of paper of the same size.
9W46A1 2.000
Estate of: STEVEN E ROCK ESTATE 21 13 0115
Schedule J Part 1 (Page 2)
Item
No. Description Relation Amount
1 �RICAN FUNDS NEW PERSPECTIVE
(HEALEY GROUP 401K)
Inventory Value: 69,489
1,374.05 Shares
�1MERICAN FUNDS NEW WORLD (HEALEY
GROUP 401K)
Inventory Value: 73,896
2,430.41 Shares
JOHN HANCOCK FUNDS SMALL CAP EQUITY
(HEALE7� GROUP 401K)
Inventory Value: 63,069
1,996.49 Shares
JOHN HANCOCK FUNDS US GLOBAL LEADERS
(HEALEY GROUP 401K)
Invento=y Value: 72,213
MILLENNIUM TRUST COI�ANY TRADITIONAL
IRA
Inventory Value: 1,420
2003 B1�nT, M3
(I�LLEY BLUE BOOK VALUE)
Inventory Values 17,679
2011 JEEP G�RAND CHEROKEE
(I�LLEY BLUE BOOK VALUE)
Inventory Value: 21,818
2011 NISSAN ALTIMA
(KELLEY BLUE BOOK VALUE)
Inventory Value: 21,230
One Half of Residue to JEANNINE M.
ROCK
512 HALYARD WAY
ENOLA, PA 17025: 232,148 Surviving Spouse 9a6,604
2 RA�HAEL M. ROCK TRUST UNDER WILL
C/O KEN�TH ROCK, TRUSTEE
RR2 BOX 108-H
I�YSEFt, WV 2 672 6
1b.666b67 of Residue: 77,383 Daughter 77,3E3
Estate of: STEVEN E ROCK ESTATE 21 13 0115
Schedule J Part 1 (Page 3)
Item
No. Description Relation Amount
3 RAiCHAEL M. ROCK
2408 WE3T BAYBERRY DRIVE
HARRI38URG, PA 17112
MERRILL LYNCH IRA �k872-85934
Inventory Value: 127,227
HIG�IIr1ARK DEFERRED COMPENSATION PLAN
C/O MULLIN TBG
Inventory Value: 20,181 Daughter 147,408
4 RANDALL S. ROCK
1005 ROMAN I�TOLL COURT, APT. E
HARRISBURG, PA 17109
MERRILL LYNCH IRA #872-85934
Inventory Value: 126,846
HIGHMARK DEFERRED COMPENSATION PLAN
C/O MULLIN TBG
Inveritory Value: 20,157
2004 MITSUBISHI ECLIPSE
(I�LLEY BI�UE BOOK VALUE)
Inventory Value: 1,210
16.666667 of Residue: 77,383 Son 225,596
5 r�LZSSA x��
1611 GEORGETOWN ROAD
MIDDLETOWN, PA 17057
MERRILL I�YNCH IRP, #872-85934
Inventory Value: 126,846
HZGHMARK DEFERRED COMPENSATION PLP,N
C/O MULLIN TBG
Inventory Value: 20,157
77,383 Daughter 224,386
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
�
No. 2013- 00115 PA No. 21- 13- 0115
Es ta te Of: STEVEN E ROCK
(Firs�Middle,Last1
La te Of: EAST PENNSBORO TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No:
WHEREAS, on the 14 th day of February 2 013 ins trumen ts da ted:
� �January 5th 2004 . May 14th 2010 were admi t ted
to proba te as the 1 as t wi 11 and codi ci 1 of STEVEN E ROCK
(First,Midd/e,Lastl
late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County,
who died on the 13 th day of January 2013 and,
WHEREAS, a true copy of the will &codicil as probated is annexed heretc
THEREFORE, I, GLENDA FARNER STRASBAUGH , Regi s ter of Wi 11 s in and
for CUMBERLAND Coun ty, in the Commonweal th of Pennsyl vani a, hereby
certi fy tha t I have thi s day gran ted Le t ters TESTAMENTARY to:
JEANNINE ROCK
who has duly qualified as EXECUTOR(R/X)
and has agreed to admini s ter the es ta te according to law, all of whi ch
fully appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and aff' he seal
of my offi ce on the 14th day of February 20�3. �.
;
�
e i er i �
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v �
p�ty
**�fiOTE** ALL 1VAMES ABOVE APP�AR (FIRS?', 1�IIDDL�, .L�ST)
First Cadicil To
� �����G:�� �r��;:�I�st Will a�d Testament
���t�-��: u; --- - -.?-s of
-t;:3 ��,t� 3 0 F� y? ��STEVEN E. R4CI�
� ��! J F• �
V V��`\1 �V
' /`� 2Q10
4R�''r#Q€�S' "� ' � �
, �.�,� ,;�
I,G�� E �;� :`" !�n 1�/u
i�en�.�vck, o� , � CountyT Pennsylvania do
hereby make,declare and publish this to be the First Codicil to my Last�Vill and Testament
dated January S,2004.
1. Since the publishing of my Last Will and Testament dated January 5, 2U04,I have
married�eannine Martilla,�now Jeannine Rock.
It is my intention that my wife,Jeannine Rock, is appointed executor of my Last V�ill and
Testament. In the event that she is una.ble or unwilling to be such executor,then I appoint my
sister, Dana Lucash.
2. It is my intention that I give,devise and bequeath to Jeannine Rock,my wife,all of
my persona,t property, including,but nvt limitec�to f�uniture,fi�ish.ings,household it�ems,
goods,and cars. If my wife should fail to survive me,then this gift will lapse and become part of
the rest and residue of my estate and be distributed according to my will.
3. It is also my intention that I give,devise and bequeath to Jeannine Rock,my wife,
SO%of my distribu#able estate. The remainder of rny estate sha11 be passed according to the
terms of my Last Wiil and Testament referenced herein. If my wife should faii to survive me,
then the terms of my Last Will and Testament will have the full effect as written.
4. As amended by this Codicil I hereby ratify,confirm and republ.ish my Last Will and
Testament dated 3anuary 5,20Q4.
IN WITNESS WKEREOF, I have hereunto set my hand and seal to#his,my First
Codicil to my I,ast Will and Testament,which is written without any interlineations on two(2)
sheets of paper.
All done on this `� day of 1����a ,20I0.
L
Steven E. Rock
WITNESSES:
� ' �' .
First Codicil to
Last Will and Testament of
STEVEN E.ROCK
Page Two of Two
STATE OF
COI7I�ITY OF (_,�,�!� �c t dr�1� ,TO-WIT:
THIS DAY personally appeared before me the undersigned authority,the two witnesses,
whose names are signed above,who,after being by me first duly sworn,did say that the
foregoing instrument contained on two(2}sheets of paper(including this one)was,on the
day of May,2007,signed and sealed by STEVEN E.RUCK,the Testator therein named and
duly published and declared,by him,to be his�irst Codicil to his Last Will and Testament and
his free act and deed in the presence of them,who, at his rzquest and in his presence and in the
presence of each other did subscribe their names as witnesses and they and each of them also did
certify and state that the signature of said Testator was duly m�de and appeared to them on the
Codicil before they signed as witnesses as aforesaid and that they and each of them do believe
said Testator to be at this time of sound mind and memory.
SUBSCRIBED AND SWORN to before me,a Notary Public,i.n and for the County and
State aforesaid this /�( --day of 2a10• �����
� NOTARY PUBLIC
My Cammission Expires: /, 2 d 1,�_ ��� �� �v�
#�on M.Y�tp,N�M�►�
Ndth�dd�1! •.C�Wl1b�Md C�nIY
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I, STEVE�E. ROC�, of Dauphin Cotuxty,Pe�nnsylvania, make this w�l,h�et�y reva�iag
aU my fornaer wiUs and codicils.
ARTICLE 4NE
}3EQUEST OF TAI�GIBLE PE�tSONAL PROPERTY
§1.1 I bequeath all my tangibte personal property, exctusive ofstiy such
property used in a trade or business,in accordance with the tenns of a signed and dated
rt�taraadtua I n�ay propare. If no such memorandum is located ar receiv�d by the exeeutar
vvithin b0 days after being appointed as suc�h, after conducting a reasonabte search for sach
mesaorendum,the executar shall be held harmless for dist�ibuting�ch praperty as he�eiizafter
pcovided.
§1.2 I bequc,ath any such property not disposed of by such a mes�oranc�
to my children who survive m�to be divided a�ao�g them as th�y agre�,the exccutor
r+�presenting minors in such c�ivis�on. In case of dis��gree�ent amo�ng my children,the exexutor is
atrthorized to m,ake the division, having due regard for the personal pr�f�regces of my chitdren,
but mal�ing such division in as aearly equal shares as the�xecutor dee�ns practicable. Any such
property to which a minor watt�d athervMSe be entitled but v�hich the ex�cutor thinks u�n�uitable
for sucb minor aha11 be sold and the proceeds thereof s�a1l be added to t,he share of�ny re�iduary
estate held for the sole benefit of such minor or,if there is no such share, sha�l be c�istributed,
_ .. __. tog�ther witlz the b�ance of ar�y such progerty to whic�h such minor would otherwise be entitled,
'� ��. �. ' " ... � ' � � � �. .. ... .� . �... .� s �.. �. . .. .�.. .�. . .
to a custodian for such minor,whe�ther then serving or se�ected and appvurted by the executor
('i�luding the executor),under any applicable Uniform Tran.sfers to i�Iinors Act or Uniform Crifts
to Mirtors Act, wit�t bond, and sucb ca,iatodian's receipt therefor shall be a complete release of
the eacectttor.
§1.3 I direct that the e�penses of stpring, packiag, shiPping,u�surin8 and
� deliveri�tg any sctch property to the berieficia�y e�led ther�eto shall be paid by the executor as an
admiiu�rative expense of my estate. In addition,to the exte�t practicable in the e�c�to�s sole
discretion,I b�ueath any poficies of insurance c�n such property to the benef ciary enntitled to auch
P�P�Y•
�tzze�€.��rwo
DISPOSITION OF RESIDUE
§Z.l I devise and bequeath a�1 the residue of my estate to my issue who
s�uvive�,ptr atirpes, subject to the terrns ancl conditians of A�tTICLE FOUR of this w�l. If I
have no is�ue who�uv�ve m�,� d�wise and beQuea�h such residue according to the terms and
c�nditioos of ARTICLE TT3REE of tbis will.
AR1'ICI.�7�iREE
FA�LtJRE OF ISSUE .
§3.1 Any property that is distributable under the terms of this Articie sliall be
d�stributed to the�rson or persc�ns who would be e�atitled thereto if I had then died intestate and
un�nanied, sc,tized and pos�rssc�af such prope�rty, a�d domiciled in the Commoriwea�th of
Pe:crosylv�a.
ARTICLE FOUR
'1'i�UST FUR BENF�ICIARY[J�tDER 25 YEARS flF AGE
§4.1 If any ben�.ficiar�r(other than an appointee under any power of
appcaintme�t granted ia this ws�)entitled to r�ceive a inandaxary distribu�ion vf prop�erty£�om�xy
estaxe or from any trust created by this will{other than a�created for suc�beneficiaiy und� �
this Article}is under 25 yeara af age,I devise and bequeath such property to the trustee
hereinaf�e�namec�for the beriefit of such beneficiary, in trust for the following putpc�ses:
§4.2 �Vhile such b�neficiary is undex 21 yeara of age,the trustee s�hall ho1d,
manage, invest and reimest the trust prope�ty, shall collect the incQme thereof and shalt apply to
ar for the bes�efct of su�ch benef�so much of the ne�t income and, if the net income is
insu�cient, so much of the princip�l of the tzust property as the trustee s�hali from time to tixne
deem necessary or proper for such beaeficiary's heatth, maintenance, support and complete
education,includrag college snd graduate educat�en, and professsonal, vocational and technical
trainin�g,talang irrto accaunt ofihec available funds, iacluciiag such beneficiary`s assets. The�rustee
shalt a��ua�ally a��ctunulate any net income not so dist�i�uted and add the same to the principat of
the trust proporty.
�4.3 After such beneficiary attains 21 years of age,the trustee sba11 co�nnie
to hold, man�ge,invest and reinvest the trust grope�ty, shall collect the income thereof and shall
disbn'bute the net income in quartec-annus�inststlments, or more frequently 2f the trustee deems it
advisable,to or for tbe benefit of such beneficiary.
' §4.4 After such bcneficisiy attains 21 years of age,the trustee shall
dis�n�utE to or for the be�tefrt of�ch benef cisry so much of the principal of the trust property as
the tiustee shal!from time tv time deem necessary or proper for such beneficiary's health,
mainteaancey support and comgle�e�ucation, including college and graduate education, and
professional,vacational and technicat tr 'aming, and to ass�st such beneficiary with�s or}��r
reas�onable wedding expenses,in the purchase of a principal residence and in the establishment of
a professian or of a business considered a good risk by the mxstee,taking into accc�unt ather
available funds,including sucb beneficiary's ass�ts.
§4.5 At ariy tune�fter such bene�fiaary atta,i�ns 25 years of age, such
beneficiary may wiithciraw any or all of the principat of his or her trust.
§4.b If such bene�ciaty dies before the complete tennination of hia or her
trust, the trustee s�tall dtstribute the property t�ten held in trust for such beneficiary to such
per�ons or corQorativns{including such b+ene�ciary►'s estate), in such amaunts and upon such
trusts,teims and conditiona as such bea�eficiary by his or her last will may appourt by spec�c
reference to this g�eneral powet of appointrr�nt; provided, however, any portion of the trust
property not subject to such bcnnefitaary's power af withdrawal unmediateiy prior to his or ber
death may only be apgointed to one or more of such beneficiary's issue, in such amounts and upon
such trusts,teims aud condi�ons as s�ch be�t�fitciary by hts or he�last will may��nt bY�p�iS.c
r�ce ta this speciai power of appoi��tmerrt. Any property not so appourted shall be
distrib�ted to such beneficiary's then living is�e,per stirpes, or if none,to the then livuig issue,
per stirpes, of the beiieficiary's neares�lineat�sv�dant whv is a descendar�t of�ne with issue
� then living, or if none,to my thea living issue,Per stirPes, ea�ch such di�on subject to besng
held in trust by the trustee her�insfter nam.ed upon the t�rrms and canditions of§4.2-�.b of tbis
will;provided,however,if I have na issue thecz living, the trustee shall distribute such property in
accordance with the provisions of ARTICLE T�;CREE of this will.
��cr���
APPC)INThiENT OF FIDUCiARiES
§5.1 I appoint my brother,X:EN RatCK,exe�tor of this will. If my said
brother is unable or un ' ' to act or cont�ue as exerutor, for any reeson whatsoeve�r,I appoim
�� u successor executor.
�5.2 I appoint my brother,I�EN�t�CK,ttustee of a�ty trust created unc�er
this will. If my said broth�r is unable or unwilling to act or continue as such trustee, for any
,
reason whstscever, I appoirrt �t� / �lJ�.S'�. successor
trustee.
§5.3 If at tbe time of my death I am serving as a custodian of any Uniform
Trausfe.�s to�ors Act or Uniform C�ifts to 11�!'saors Act accowrt and ha,ve the right to appoint my
successor,I appoint my brother,KEN RaCK, ss my succe�ssor. �f my said br�other is unable or
u�rwilling to act as such successor,for any re�son whatsoever, I appoint ��cc{ c��
" � 88 2�+'SUCCe.4�OT.
§5.4 ,I appoiat my bro�th�r,KEN I�GrCK, as guardian of the eststes of aay
minor b�neficiariea unde�t ttus will,including the proceeda of any life insurance on my life payable
to such m�ncrrs and an3+ather property,riigh�or claims with respect to whicb I arn ernitled to
appoint a guardiari and have not otheiwise specifically dane so. If my said brother is unable or
unv�rilling to a�t as such guatdian,for any reason wh.atsoever, I appoint ,-,.�
S ss succ.essor guar�ian.
§5.5 I appaurt my sist�r,DANA LL�CA�H, guardian of the person of each
minor child of mine for whom I am entitled to appc�irn a guardian of the person. If my said sister
is unable or un�to act or conhnuc as such guardian,for any reason whatsvever,I�ppoint
� successor diait.
8'�'
ARTICLE SIX
POWERS 4F FIDUCL?�RIES
§6.1 � No fiduciary under t�us will shall be required to give bond or other
security for the fait�ul p�forniance ofthe fiduciarSr's duties.
§6.2 Any such fi�uciary shall ha`re the following powers,in addition to those
given by law:
§6.3 To invest in,a�ccept aad retain eny reat or pexsonal proPertY,including
stock of a corporat�fiduciary or its halding cotnpany,without restriction to legal
investmer�ts;
§b.4 To uYVest in, a�ccept a�d re�tain stack in an S Corporation and to take
any actioa that the t�ustce deem necessary or proper,inc�uding the power to
p�tition a court of com�tent jwYSdictivn ta reform�any trust cres�ed 1�aux��r,in
order to assure that a�y tn�st�he�undor be deeaned a Q!ualified Subcbapter
S Tn�st wi#hin the meaning of Section 1361{d)(3)oftthee I��t�n�l Revenue Code;
§b.5 To sell, �r�;hange,parption or lease for any per.iod of time any real or
personal property a�nd to�ive options thtr�for for cash or cred'it, witb or witbout
security;
§6.6 To borrow monCy from any persc�n inch�din8�nY���Y�S
h�rec�nder, aad to m8rtgage or pledge a�y resl or personal property,
§6.7 To hold s6ares of gtock or other secEUities ia na.aainee registratrton
form,inch�ding ti�at of a clearing corporation or depository, or in book e�ntry fonn
or unregistezed or in such other forsn as will pass by delivery;
§6.8 To engage in titig�rtion aad compromise, arbitrate or abandon clairns;
§6.g To�ke distr�butions�n cash,or in kind at c�ur�nt values,or partiy in
each, allc�cating s��OCific as�ts tv part�c�lar distributees on a non-pro rata basis,
aad for such purposes to make ceasonable determinatians of current vatues;
§6.10 Ta tnake eleetions, d�cisions,concessions and se�tlements in
cannection with atI incame,�tste,int�erit�nce, gi#�or other tax returns�nd the
gayrnent of suGh taues�,without obligation to adjust the distriburive sha,re of
income or principal of any perscm af�ected thereby>
§6.11 To m�rge any tsust created h+e�eunder with sny othec trust or trusts
created by me under will or deed,if the tenms of any such trust ate then
subst�uatially similar and held for the primary benefit of the same peTSOn or persons;
§6.12 To allocate, in the e�xacutor's soie and absohrta ' 'oq aay parqon
of my exemp�ion under Section 2631(a)of the vrrtean�R�tvea�e Code to any
ProP�Y as to w�icb I am t�e tratt�ec'or,�wc�inng anY F�P�Y��rred by me
during my life�irne as to which I did not mak+e�n�Iloca�ion prior to rny death;
�6.13 To c}�aun aay urt�,wt I may have in any e.state if t.�e e�cutor deams
such disclaimer to be in the best interests of my estate and the beaeficiaries thereof
§6.14 To t��rmi�nate any t�ust created herein,the principal of which is or
becomes too smalt in the trustee's discre�t�n to make#he establishme�t or
continuance of the trust advisable,and to make immediate diatribution af the then
remaia�ag trust property to the b�ne�ciaiy thcn entitled to the income of the trust
praPertY or,if there is more than one�ciary,to tho be�eficiaries then�titled
to the income of the tru�properiy in proportion ta ttieir respective interests
therein vr,if such u�t�ests sre not de�ned,�n equ�l ahares ta such beae�iciaries;
provided,however,no txustee shall participate in at�y decision to te�nnina�te such
ttuat if by reason of such termination such trust�e c�utd recaiv�e a distribution of
�trttst property frorn suGh trust as afor��aid. The rece�pts and releases of the
disxrt�utec(s)vrrill te�nu,ate absolu�ly the right of a�p��rsons who arig�rt o�th�rwise
have a future interest in the tiust,whetha�vested or co�t,withaut nc�tice to
them and w�out the aacess�ty of fil�ng�acc�ia aay court;and
�6.15 Ta eng,age tbs services of any profesaional invest�nent advisor or fum
to n�u�age or advise on t1�snv�stnae,m af estate assets or tha principal of any tn�st
created hereunder,to invtat su�h ssseta in mutual funda a�d to act$s a broker or
dealer to execute transa�tion�and to provide other�vices with nrsp�t to the
assets,including the pUrchase and sale of any securitiea.The com}�ensation paid to
any investme�t advisor or firm�d he�teunder e1�all nat result in any d'sminution
in the compensetion othtrwise payable�o the fiduciaries.
�ARTICLE SEVEN
PRC�VISION FOR TA7�S
§7.l AIl estate t�es,inheritance tax�es, tra�isfer taxes and other taxes of a
similar nature payable hy reason of my death to any governrnent or subdivision thereof upon or
with respect to any(a)InaP�Y P��B under t.�e tern�s of tl�is ww��ll subject to any suc�h tax and
(b)trust includible in my estate fvr f�erel estate tax purposes tbat is a charitable remainder trust
witl�in the mesning of Section b64 of the Inten�al R�venue Code,and any penal#�es thereon, shall
be paid by the executor out of the pr�incipal of#hat partion of my est�te disposed of by ARTICLE
TWa of this will,and all interest with respect to afly�ch taxes shall be paid by th�executar out
of the 2ncorr�e or prinapal or partly out of the income and partly aut of the principal of such
portion of my estate,in tbe absotute discre�ic�n afthe executar,without reicnbursem�at fror�or
apportionment amou�the beneficiarie.�,recipiezrts or owners of sucb property for any such taxas,
p�e�ties or interest;pravided, howeve�,�ha#uo�tch taxes,pe�ies or interest aball be c�arged
against any property of such portion of my cstate that ot�ervvise passes to cihatity snd for w�rich
my estate would be entitled to a charitable deductian for federal est�,te tax pwposes. As to any
other prop�rty, the transferee thereof or any fiduci�ry holding legat title to such property, as the
case may be, aha�1 bear liab'�lity for all such taxes,pen,aities an+d 'urterest ther0on. In accard�ace
t��with,I direct the eacecutor to exercise all rights of reimburseaieat g�ranted under 5e�tions
2206, 2207, 2207A and 220?B of the Intcrnal R�wwea�ue Code(to I�e full e�art pex�ntted th�rrean)
and under state law as to any property subject t��reto.
AR1'ICI.E EIGH't
GST ADMII�IST'RATTVE PR4VISIOI�I� �
§8.1 Natwithstanding a�other provision of this wili:
{a) If a�rvst c�reated under ARTICLE FOUR of t�his will(the"origiaal
tcust"}wo�ld otherwise be partially exempt from f�ederai ge�neration-stdpping taac after the
intended allocation of GST exemption to it,then,before such int�ded allc�tion and as of the
relev8nt vatuation date under Sect�on 2642 of the Code with res�ct ta such allocation,the
trustee may(but need not) create instead two separate trus�s of eqvai or unequat va�ue w�ich shalt
be funded fractiona�ly out of the avai}abte property, and which�atl be identical in all other
respec#s to the originat must, so that tJie allacaxion of GST ex�snption can be m�ude to one tiust
wluch will be e��tirely exempt from federat generation skiPP�B tax. In such event,the trt�stee
shall act within the time period specified in any applicable Treasury Reguls,tion and in such
manner as is so sgecsf ed in ord�r to penmit each trust to be reco$nized ss a separate trust for
gene�ian-skiPP�B��'tax purposes. The twa trust�created uader tbus§8.�{a}shall have
the same name as the original trust exc,�pt that the trust to which the GST exemption is allocated
sh81I have thc phrase"GST ex�npt"added to its name, and are some�times refeired to berein as
„rel�ted." As used in this will,the"`GST exemption"means the exemption from f�edera�
generation-slapping t�x allowed under Section 2631 of the Code.
{'b} If progerty which is h�ld in, or is to be added or allocated to,a trust
pursuant to ARTICLE FDUR of this will is subject to diff��crt nea�nt fQr any reason for �
purposes of the federal generation-a1dPP�8 tax than other prop�fiy bein,g added or allocated to,
ar�lso h,etd ia, that tru�,then tbe trustee may(b��t need not)hold such praperty inst,ead as a
s�aparate trust that is appropriate,ly designated to distinguisb it from the tru�to which the proP�fY
atherwise would have been allocated,but#�at is identical in all athtr respe�ts to that trust. The
ides�ic�trusts resuZting from applicat�an ef tbis§8.1('b}are al�o sosne�imes referred to hete�n as
"related."
(c} It is my inte�nt that the trustee shall not be required to create or
' 'ster a trust undec ARTICI,E FOUR of th2s w�that is only part�ally�xera�pt from federal
generation skippirig tax, or to commingle property subje�t to differe�t tre.atment for federal
genera�ioa-skiAP�B�P��s whether because the transferors with respect to the psoperty are
assigned ta different,geaeratiorts or otherwise. The provisions vf§8.1{a)-(c�of thia will are
i�tended to e9aable the trustee to avoid such situationa by empowering tE�e tsustee to segregate �
trust property(1}t�at is entirely exempt from federal generation-skippiz�g tax from trust prop�rty
that is not exempt, or(2)that is otherwise treated di.fferent�y from ather trust praperty-for
purposes of the federal generation-a�Cipping tax, and the provisions of§8.1($}-(c)of this wiU
shouta be applied fn a maaner consiste�t with this intention.
§8.2 Dis�r+etionarv�stributia�s from�d Tnists. To the exter�t it is
consistent with the tntstee's f duciary obligationa,the trustee,in maldng discretionary distributions
of n�t iacoa3e arid pci�cipal from the related�rusts ref�red to earlie�in this Article, shall take
advantage of the oppom�nities provided by the creation af such related trusts ta avoid or delay
federal generativn-skipping tax wheu making discretionary distribu#ions,to pursue different
invest�nent strategies for those trusts,if appropriat� and to maximize the amount of trust
prop�crty th�i eve�t�tually msy be distributed to my grandchildren or more re�note descea�da�rts
without�ansfer tax of au�r kind at the tetmination of all trusts cr�eated under this will.
§8.3 ��Q��s. The trustee may at s�r tirne�rgt aad consolida�e
any related tYUSts under this will and thereai�er admurister them as a s��agle trust herd�der,if the
trustee deteranines that meintaining the trusts as separate entities will not s�rve to 'nuoim�e fod�ral
g+�dratioa-skippYng taxes. �
§8.4 Gen�ral Po�rer of��,u�tment. If auy portioa of a trust for the ben�t
of a descendant of mine,in the absemce of any testamentary power of appointmexrt granted under
this will to�at descend�at,would i�nmediately incur a feders�gene�ation-s��in8 tax upon the
desc.�ndant's death as a result of a taxable termination,then in addition to any othear power of
appoint�ne�at gr�ted to that desctndant uader this will, the dt�sc�adant may a,ppoiirt that portion
to the creditors of his ar her est�te. To t.he e�xtent tha�the f�regoing general power of
appaintmerrt is in exi�tence an the descenda�tt's death, thcn untess the descendaat c�i�recta
otherwise by will,the trustee sball pay to the executor of the descendaat's esta#e,�rom the portion
of t�he trust to which the power pertains,tbe amount, if any,by which the estate and inheritauce
taxea payable in any jurisdiction by reaaon of the descendant's death shaU be increased as a resu�t
of the inclusion of that gortion in the desc�ndant's estate for such tax purposea, as certifiied in
writing by that Cxecutor.
§8.5 VVithdrawal�from Re.�.�Tr�,�.ts. If the trustee acting ut�der the
authozity af t�is Article�s$dministe�ng two or mare related trusts named for a des�cendant of the
�rantor,then the amount subject to any power of withdrawal�ranted to such desce�adant uader
this trust ag�em�nt shall be d�termined with reference to the aggregate principal of those related
tnusts, but the wit�c�rawal r�ght shal�apply to, and b�satiafied first from,the tntst or trusta having
the highest inclusion ra#io for federal$eneration-skipping tax Purposes before applying to any
trust having a Iower inclusion ratio,
§8.6 D�s�retion of Tr�st,gg W�QIs Bes��i�. No trustee who�s alao a
bentfic�ry her�nder on or a�er tbe ' ' 'on date shall participate in exe��discxetion und�c
this Article to create separate trusts,to merge and consolidate tiusts, or to allocate GST txempt
and noaexemp�property ainortg trusts. If no trustee, who would qua�ify�o exercise those
discre�ons, is then aCting,then the trustee may petition a court of compe�ent juri ' 'on to
aPPourt a corporate fiduciary as a special trustee,whose authority shall be limited to exer 'c�sin8
tb.ose discretion�.
ARTICLE NIIVE
BUSINESS INTERESTS
§9.1 In the event any business interests should be an asset o�my e�ttate,
whe�her the sarne.involves a proprie�tary interest, a partnersbip imerest or stock in Q rlosely held
corporativn, e'rthef wholly�wned, co�ri-olled by me ar own�in substantial part by me,I
autliorize the executor and trustee, as the ca.se may be(hereinafter re;feired tv as the f d�iaries},
subject to the tenns of any ageeme�nt I may have msde for the sale of my interests,to contis�e
ssid business unt�such time as the fiduciaries shall deem it advisable to sell,to liquidate or to
distribute tbe sanae in kind. With resp�t to any sale or exchange of the stock of�ay such
business interest and ia the abs�nnce of any sucb agreement entered into by me prior to my death,Y
diroct the fiducaaries to coussider and to deteimine the appropriat�ess of a sale or redanp�ion of
such stock in accc>rdance with Section 303 of the Irrteer�aai Revenue Code to the business e�tity
and a poss��ble deferral of federal estate tax payme�nts under Sectian 516b of the Intemai Rev�nue
Code. It is my desire that to the e�tt�t possible any business interest which I may own$t the tune
of my death be continued or disposed of only in an ord�rrty manner so as to�r�a�mize the proc�eds
of any dispositivn. If an�lection under the forego�ng provisions will affect such desire,the
fiducianies are eac�uaged to pu�e such e�ect�on if tb�f duciaries deem such election also to be
in the be�interests of my estate and the beneficiariea thereof. The fiduciaries shalt�av�e all rights
an�powers ia connec�ion w':th such business a�I had whe�living,includi.ag specificaUy the power
at any time and£rom time to time to operate or to join in the ope,ration of the sa�me as a going
concem,Lo forna or to re-form a general or limited partne�ship,to incurporate or to reu�corporate
and to liquidate or to sell the same or any p$rt theTeof as the fiduciaries deem it advissble for the
best interests of my esta,te and vf the beneficiarses thereof without the necessity of any order of
cvurt and without any ' ' 'fiy for Ioss resulting from the operation of said business except when
such Ioss is the result of gross negligeace or fraud on tbe part of the fiduciaries,
ARTICLE�N
M�SCELLANEOUS PRtJVISI4NS
§10.1 Any term used in the singular or plura�, or in the masc�line, feminine or
n�uter form, shall be a�or phxral,or masculine,femininc or neuterr as a proper r��ding of
this will may require.
§10.2 As used in this wi�1,the term"Inte�na�Revern�e Code"sball raean the
IrnernaJ Revenue Code of I986, as amended from time to time,or the carresponding provis�oa of
subsequent l�v�►.
§1U.3 If at the time a mandatory distribution af property from any trust
created by tltis will would otherwise be ma�de to a beaeficiary there is in existeace any trust{other
than the tn�st from whic�h such distn�ution is made)created by this will for the benefit of such
ben�fici�ry,the grop�rrty atherwise to be d�istri�uted to such beneficiary shall co�ue in trus�fvr
the benefit of such bene�iciary in accordaace with the terms of the trust hcrein created for such
b�nef aary.
§14.4 Notwithstanding any other provision of t.�ris will, the gene�
dis�retionary powers of the tsustee are limited so th,at ta)no m�stee shall participate in any
decision regarding a disGretionary distribution to that trustee personally, except to the extent
governed by and made pursuan#to a standard under this wi1�that coastYtutes an asceartuinab�e
standard withui the meaning of Section 2441 and 2514 of the Inten�sl Reve�ue Code, and{b)no
trustee rt�ay use trust utcome or prinapal r� d,ischarge the lega�ob�igation af that trustee
individually to suppc�rt or educate a benefci�ry hereunder. Furth�nnore, na trustee shali enter
iato any reciprocal agre�ment with�ny t�ther trustee far the purpose of indirectly exercising a
power protub�ted hereundes.
§10.5 Exc�pt as otherwise may be provided in this will,whenever the trustee
is autharized or directed to di.stribute property"to or for the be�efi#of'auy beuefic�a�who is
under{a�twenty-one years of age, or{b)a legal disability or otberwise suffers fram an iit�aess or
merttal or physica�disab'�r that wautd make distribution directly to such bene8ciary
inappropriate(as deteranined in the trustee's svle discretian exerc�sed in good faith},the trustee
may distribute such prop�rty to the person who has c�stody of such b�neficiary,may agply such
property for the benefit of such beneficiary,may distn�sute such property to a custodian for such
b�neficiary,whether then serving or selected sIId$ppoirited by the t�ustee(in�luding any tiustee),
under any applicable Uniform Transfers to N�inors Act or Uniform Gifts to lV�iors Act,may
distn'bute�ch pmperty to a guardian of such b�neficia�ry's estate,or may distribute such property
directly to sucli beneftciary C��Pt if any of the conditions he�etnbefare desc�ribed in(b)aPP1Y)�
without liability on the part of the tzustee ta see to t�e applic.�rtion of such property. Tbis -
provision sball not in any way operate to susp�nd such b�aeficiary's absolute ownership of such
propeTty or to prevent t.h�absotute vesti�g thereof'sn such bene�ciary. '
§10.b Except as otherwise may be provided in this will,during the
co��uance of au�r of ihe trusts created und�r the provisions of tlris wsll, and thereafter umil the
groperty is distn'buted to and received by any beneficiary hereuader, the�rancipal sums t�hua held
in trust for any beneficiary,respectively, and the iEncome thereof shall not be subject to or Iiabie
for any contracts, debts, e;ngagements,liabilities or torts of such beneficiary�now or hereaf�er
made,contracted, incurred or conunitted,but s1�1 be abso�ute�y free from the sa�me, end such
bea�eficiaty shall have no power to sell, assign or encumber all or any part of the principal surns or
such ben�ficiary's irrterest therei�n, reapectively, or the income thereaf, or to anticipate the jncome.
§10.? An individua[fiduciary st�be entit��to receive reasonab�e
cornpeasation for such fiduciar�'s sezvices hereunder.
§10.8 A corpore.te fiduciary sha11 be ec�titled to rcc�ive compeasation for its
services hereunder in accordaace with its schedute in effect whe�n�he servioes are performed,but
not in�cess of such compensation as would be approved by a coutt of compete�t jurisdiction.
§10.9 Eve�rry succeasor vr additiona!fiduciary shail have all rigb�ts,powers,
privileges and duties,whether discre�ion,aty or otherwise,hezein giv+en to the origina�fiduciaries
and sh�all be subject to the sarne reaervativns,limitations,terms and conditions.
§10.�0 In case of tbe merger or consalidation of a corporate fiduciary,the
resultant company shall become such fiduciary's successor without notice tv any psrty.
§�0.11 Notwithsta�nding any other provision of this will,upon the�iration of
21 years aft�r t�e death of t,�e�ast survivor of my�asue living upon rny death,tb�e trusts cr+e$ted by
this will shall farthwith terminate, and the trust property srhatl be distn�nited to the be�uefiasry tht�
e�titled to the income of the trust property or,if there is more than one bene�iciary,to the
ben�ciar�ies then emit}e�to the income of the m�st property in proportion to t}�eir respective
intere.�ts the�rein or,if such interests ar�not defiuied, in equal shares to sucb ben�ciarjes.
IN�V3CTNESS WHEREOF I have hereunto set my hand and seal tbis �day of
204�'.
��..z����:,�` t' S��
' ST�:VEN E. RaCK
Signed, sea�ed, gublishsd aad dec�ared by�he above-named STE�EN E.ROCK as and or
his last wilf, in the prese�ce of us�nd each of us,who, at his request and in bi�pres�ce and in the
presence of each other, have he�reunto subscribed our names as witnesses ther+eta the day and ye�r
�ast above written.
co�o�vwE�..�oF���vr�sn.v�A :
: ss:
COUNTY OF DAUPI�NN :
I, STE�'EN E. ROCK,the testator,whose n�me is signed to the attached or foregoing
instrc�ment, having been duly qua�ified$ccord�g to law, do heTeby aclmowledge tbat I signod and
executed the instrument as my Last Will;and that I signed it willingly and as my free and
voluntary act for tbe pwposes therev�eacpressed.
� STEV�N E. ROCK
Sworn to or a�rnied and ac�ow�edged before me by STEVEN E. Rp(,�i�,�he testator,
. , �
this day of , 20a3.
. L�� .
(SF.AL} � c�(.�.- �� '<� �
Ntrt'AF�i.s� 1�otarY��ublic
�A.McNEAI.,NOTAAY PUBUC
�Ul�QUEtiANN�'lWF'���
�llt aO�S'�'t
co�vIlvroNV���oF p�nvs�.,v�A :
: ss:
covr�rY aF�AUP�mv :
'Vt�e, , and
,the witnesses wtiose names are signed to the atta.ched ar
foregoing instrun�se�rt, being duly qualified according to law, do depose and say tbat we were
prese�t aad saw the testator sigri sac�eacecute the instrum�nt as his Last Will;that the testator
sigaed�►�lingly and executed it as his free and volumary act for the purposes therein expressed;
that each subscribing witness in the hearing and sight of the testator signed the will as a witness;
aad that to the best af our know�adge the testator was at the ti�ne 18 or more years of age,of
sound�rind and under no con�traint or undue influ�nce.
�Vit�s
,
Witness
.
i�ess
. ,
� � �
Sworn to or a€firmed and subscribed to before me , = ��„-st„z•+�
.___.��-.�
. and ,witnesse�,this-�
,
day of �- � c� , 200�
�
� �
(SEAL) � G�
q��, ��� Notary Public
�...rvo-rr�r�
Mya��.,eoc,Hr�r o��
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http://www.kbb.com/mits�bishileclipse/2004-mitsubishi-eclipse/rs-coupe-2d/?condition=ex... 4/8/2013
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� SERRATELLI SCHIFFMAN & BROWN p.�.
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LORI K.SERRATELLI
October 14, 2013
STEVEN J.SCHIFFMAN
MICHAEL F.BROWN
JOHN D.SHERIDAN'
Register of Wilis
F.R.MaRTSOLFCumberland County Courthouse via overnight mail
CARA A.BOYANOWSKIR00111 102
MERRITT C.REITZELOIIE COUI"thOUSC SqudP2
Carlisle, PA 17013
JENI S.MADDEN
GARTH A.STEPHENSONR2: Estate of Steven E. ROCk
of counsel(MD&DC bars only) wl�.21-13-0115
IY
SPERO T.LAPPAS
ofcounselDear Register:
NEIL E.HENDERSHOT
of counsel
•ADMITTED IN PA&NJ Enclosed for filing is the Inheritance Tax Return with regard to the above �
captioned matter.
20H0 LINGLESTOWN RD.STE 201 Please time and date stamp the copy and return it to me in the enclosed self-
addressed stamped envelope.Thank you.
HARRISBURG,PA 1']110-96']O
tel 7i7•54o•917� Very truly yours,
fax 7i7.54o.548i
www.sssc-i.�.w.coM SERRATELLI,SCHIFFMAN
&BROWN, PC
�-�..
Debra A. Evange' ,� �; � �
Paralegal � �;? �, �-� �
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cc: Jeannine M. Rock, Executor �� � `�� �:.. �
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