HomeMy WebLinkAbout02-0852
Estaw of CATHERINE
also known as
PETITION FOR PRODA TE and GRANT OF LETTERS
~J-(),;J..-~!5,:) -
. HOCK
No.
To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 202 20-3095 Commonwealth of Pennsylvania
The petition of the und rsigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execu! rix
in the last will of the abov decedent, dated August 19
and codicil(s) dated
named
,19~
(stat relevant circumstances. e.g. renunciation, death of executor. etc,)
Decendent was domicil d at death in Cumberland
h er last family or rincipal residence at Messiah Village
Mechanicsbur PA 17055
(list street, number and muncipality)
County, Pennsylvania, with
- 100 Mt. Allen.
Decendent, then 95
at Mechanicsbur
Except as follows, dec
after execution of the wil
incompetent:
Decendent at death own d property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa. Personal property in Pennsylvania
(If not domiciled in Pa. Personal property in County
Value of real estate in P nnsylvania
situated as follows:
years of age, died December 31
Cumberland Count Penns lvania.
ent did not marry, was not divorced and did not have a child born or adopted
offered for probate; was not the victim of a killing and was never adjudicated
,n 2001 ,
65,000.
$
$
$
$
WHEREFORE, petit oner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and he grant of letters testamentary
theron.
(testamentary; administration c.t,a.; administration d.b.n.c.t.a.)
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1160 Old Bernville Road
Reading. FA 19605
o TH OF PERSONAL REPRESENTATIVE
COMMONWEAL H OF PENNSYLVANIA J1 ,ss
COUNTY OF ERKS
The petitioner(s) ab ve-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above ecedent petitioner(s) will well truly . ~~e according to law.
affir ~pd subscribed n{ ~
day of "
x ~
~
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I""t- - ~q - 13
*
No. :2/-02-852.
Estate of
, Deceased
CATHERINE V. HOCK
DEeR E OF PROBATE AND GRANT OF LETTERS
AND NOW September 20 l'9" 2002, in consideration of the petition on
the reverse side hereo satisfactory proof having been presented before me,
IT IS DECREED tha the instrument(s) dated August 19, 1992,
described therein be ad itted to probate and filed of record as the last will of
Catherine V. Hock
and Letters T stameotar
are hereby granted to ynette J. (Redding) Satoris
F
LAW OFFICES OF STEPHEN G.
Probate, Letters, Etc. ......... $ 1 1 5 . 00
Short Certificates( ).......... $ 1 R no
U1\UfllliK<<Mt . ~~t.:t;.. .1?f'\gl".S$ 9.00.
jcp $ 5.00
L_$ 147.00-
By: Stephen G. Welz, Esquire
AITORNEY (Sup. Ct. I.D. No.) 23280
P. O. BOX 8151
RFADING. FA ]Q601-8151
ADDRESS
Filed
TO
9-20-2002
....maiTeo.
PHONE
610-378-5272
o' 'any' .9:-.20:....2002
(:7 '-"
HlOS.805 REV 9/86
This is to certify that the infotmati n here given is correctly copied ftom an original certificate of death duly filed with
Local Registrar. The otiginal certifi ate will be forwarded to the State Vital Records Office fot permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photogra~.
me as
Fee for this certificate,
P 7950
57
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IIIlIONWEALTHOflPUlflS\'1.W.NL\. DEMR1'IIENT 0fI' HEALTH. Yf1'AL RECOftDS
" CERTIFICATE OF DEATH
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I. FEMALE I. 202
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4. DECEMBER J 1 2001
CATHERINE
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AMY SHOUMAN
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MYNETTE SAT
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(each) a subscribing wit ess to the
law. d se(s) and say(s that
COUNTY
dicil
resented herewith, (each) b .
duly qualified according to
present and saw
,
he same and that
presence and (in the prese
signed a witness at the
e of each other) (in the pre
(Address)
me this
REGIST R OF WILLS OF BERKS COUNTY
o TO OF NON-SUBSCRIBING WITNESS
2/-0') - SS2.
MYNETTE J. ATORIS
and
STEPHEN G. WELZ, ESQUIRE
(each) a subscriber her to, (each) being duly qualified according to law, depose(s) and say(s) that
the are familiar with the signature of Catherine V. Hock
>ClIl1lIioiIKxx
testat...Lix....- of (one of the subscribing witnesses to) the will presented herewith and
codicil
that each witness hereto believes the signature on the will is in the handwriting of
Catherine V. Hoc
to the best of
knowledge and belief.
'f~ rJ ~~
1160 Old Bernvi1'~:re~oad
Reading. PA 19605
(Address)
Sworn to or affW? a d subscribed before
me this f.:L day of
S t XJl9 2002
P.
151 (Name)
Register
'f
(Address)
1E
Apa/1.tment 762,
t Jlill atW Wt5tauuut
OT
CA7/lliUNl V. /lOCK
21-02-850
V, Hock, ot 2015 ~e~~iah ViLLage,
memo/?y and unde/1. tanding, do make, putLi~h and decLa/1.e thi~ to te
chanic~tu/1.g, Penn~yLvania, teing ot ~ound mind,
my La1t
and aLL WiLL~
1. I
paid a~ 600n a~
ot my e.;tate,
2. I
6Uc.ce<~-1-ion 0/1. ot
7e.;tament, he/1.ety /1.evoking and making void any
CodiciL~ he/1.etoto/1.e made ty me.
that aLL my detto and tune/1.aL e~pen~e~ te
convenient atte/? my death t/1.om the a~~et.;
i/1.ect that any and aLL inhe/1.itance, e~tate,
e/1. ta~e~ ot whateve/1. natu/1.e and ty whateve/1.
jU/1.i~diction imp ~ed, a~~e~~ed again~t my e~tate, 0/1. payatLe ty
/1.ea.;on ot my dea h with /1.e~pect to any and aLL p/1.ope/1.ty inte/1.e~t
comp/1.i~ing my e~ ate to/1. death ta~ pU/1.po~e~, whethe/? 0/1. not .;uch
p/1.ope/?ty inte/?e. pa~.;e~ unde/? thi~, my La~t WiLL and 7e~tament,
0/1. any CodiciL t e/1.eto, ~haLL not te appo/1.tioned, tut ~haLL te
paid, without /?e.mtu/1.~ement, a~ it ~uch ta~e~ We/1.e admini~t/1.ation
e~pen~e~, at ~uc time 0/1. time~ a.; my l~ecut/1.i~ ~haLL deem
advi~atLe, t/1.om y /?e.idua/1.Y e~tate,
~~{!)&r
ATTORNEY AT LAW
SUITE 205
SCHOOLSIDE PLAZA
P.O. Box 644
lEES PORT. PA 19533
\
3. I ~ve, devi~e and tequeath aLL the /l.e~t, /l.e~idue
and /?emainde/l. e6tate, /l.eaL, pe/l.~onaL 0/1. mi~ed, ot
what~oeve/l. kind nd whe/l.e~oeve/l. ~ituate and any p/l.ope/l.ty ove/l.
which I may have powe/l. ot appointment 0/1. the /l.ight ot di~po~ition
at the time, ot y decea~e, and incLuding joint tank account~
heLd in the name ot my~eLt and eithe/l. ot my daughte/l.~ to/l.
~ti/l.pe~:
convenience ~ake to the toLLowing pe/l.~on~ 0/1. thei/l. i~~ue pe/l.
BEAgIIN ot WedLa d, flichigan;
( ) One-thi/l.d (1/3) to my daughte/? VIOLA S.
REDDINg ot We.t awn, Penn~yLvania;
() One-thi/?d (1/3) to my daughte/l. flYNE77E J.
HOCK;
ULIon;
BRAN7 uy.
() One-Ninth (1/9) to my g/l.andchiLd AN7HONY D.
() One-Ninth (1/9) to my g/l.andchiLd flARSHA D.
( ) One-Ninth (1/9) to my g/l.andchiLd RONDA II.
4. to the pU/l.po~e~ ot the atove pa/l.ag/l.aph~ ot thi~ my
La~t WiLL and 7e tament, a pe/l.~on ~haLL te con~ide/l.ed to have
p/l.edecea~ed me a d not to have ~u/l.vived me 0/1. teen Living at the
time ot my death it ~uch pe/l.~on die~ ~imuLtaneou~Ly with me 0/1.
within thi/l.ty (3 ) day~ atte/l. my death.
~~{!)&r
ATTORNEY AT LAW
SUITE 205
SCHOOlSIDE PlAZA
P.O, BOX 644
LEESPORT. PA 19533
5. I om~nate, con6titute and appoint my daughte/l.,
flYNE77E J. REDDI (j, Execut/l.~x ot th~6, my La~t Wiff and
7e~tament, and i the event that my daughte/l., f'IYNE77E J. REDDIN(j,
~houfd /l.enounce, p/l.edecea~e me 0/1. othe~w~~e ta~f to
~e~ve, I he~egy om~nate, con~t~tute and appoint my daughte/l.,
VIOLA 5. BEA(jAN, to ge the Execut/l.~x ot th~~, my La~t Will and
7e6tament. I cO te/l. upon my Execut~ix tuff powe/l. to ~eff,
t/l.an~te~ and con ey any p~ope/l.ty, /l.eaf, pe/l.60naf 0/1. mixed, which
I may own at the t~me ot my death, at ~uch p~~ce and upon ~uch
te/l.m6 and cond~t 'on~ that they may dete/l.m~ne, and ne~the/l. 6haff
ge /l.equi~ed to t ~ni~h a gond o~ othe/l. ~u~et~e~ ~n any
jU/l.~~d~ct~on, o~ ~t a gond ge /l.equ~~ed, ne~the/l. ~haff ge ~equ~~ed
to tu~n~~h any ~ ~et~e~ the~eon.
IN WI7 E55 WHEREOt, I have he~eunto ~~gned, ~eafed,
Pugf~6hed and de la/l.ed th~~ a~ and to~ my La~t W~ff and
7e~tament, con~i ting ot tou~ (4) typew~itten page~, the ti~~t
7wo (2) ot wh~ch I have 6~gned on the ma~g~n the~eot, thi~ .(1_
day ot
, 1992.
~;-zZt~~ .Y~(SEAL)
CA7HERINE V. HOCK
J;mv ~(9h
ATTORNEY AT LAW
SurfE 205
SCHOOLStDE PLAZA
P.O. Sox 644
LEESPORT. PA 19533
On the .:..LJ!!day 01 1.1/7~' 1992, CA7HERINE V. HOCK
decfa~ed to Ub, he unde~bigned, that the to~egoing inbt~ument
wab he~ Labt Wif and 7ebtament and bhe ~equebted Ub to act ab
witnebbeb to the ,ame and to he~ bignatu~e the~eon. She
the~eupon bigned baid Wiff in ou~ p~ebence, we geing p~ebent at
the bame time.
nd we now, at he~ ~eque1t, ~n he~ p~ebence and
in the p~ebence I each othe~, he~eunto bugbc~ige ou~ nameb ab
w..iine..6.6e.-6.
And e and each ot ub decfa~e that we gefieve thib
7ebtat~ix to ge I bound mind and memo~y.
~ebiding at
~~M~IL
~/IL
~e1iding at
1!/mv ~ rMer
ATTORNEY AT LAW
SUITE 205
SCHOOLSIDE PLAZA
P.O. Box 644
LEESPORT. PA 19533
LAW OFFICES OF
STEPHEN G. WELZ
A PROFESSIONAL CORPORATION
STEPHEN G. WELZ
sgwelz@eartbUnk.net
601 PENN STREET
SUITE 1040
P.O. BOX 8151
READING. PENNSYLVANIA 19603-8151
l;ELEPHONE (610) 378-5272
{ TELEFAX (610)378-1804
September 12, 2002
Register of Wills of umberland County
Cumberland County ourthouse
1 Courthouse Square
Carlisle, PA 17013
Re: Estate of Cat erine V. Hock, Deceased
To Whom It May Co cern:
Enclosed for filing please find an original Petition for Probate and Grant of
Letters in the above estate, together with a check from the Executrix payable to your
office in the amount f $147.00 in payment of your filing fees and six short certificates.
Also enclose are the following documents:
1. Origi I Will of Catherine V. Hock dated August 19,1992;
2. Death ertificate;
3. Oath f Non-Subscribing Witnesses;
4. Estate Information Sheet.
Please note th Executrix appeared in person before the Register of Wills of Berks
County as evidenced y the executed Oath on the Petition and Witness form.
1 have inclu ed a self-addressed, stamped envelope for your convenience in
responding. Please ontact my office if you require any additional information. Thank
you for your assistan e in this matter.
Very truly yours,
LAW OFFICES OF STEPHEN G. WELZ, PC
SGW/alw
Enclosures
Iz
STEPHEN G. WELZ
sgwelz@eartbllnk.net
';:;1- 0;)- O'd-5"JJ
LAW OFFICES OF
STEPHEN G. WELZ
A PROFESSIONAL CORPORATION
601 PENN STREET
SUITE 1040
P.O. BOX 8151
READING, PENNSYLVANIA 19603-8151
TELEPHONE (610) 378-5272
TELEFAX (610) 378-1804
September 25, 2002
Register of Wills of umberland County
Inheritance Tax Divis on
Cumberland County ourthouse
I Courthouse Square
Carlisle, P A 17013
Re: Estate of Cath rine V. Hock, Deceased
Date of Death 12/3 I/O 1
To Whom It May Co cern:
Enclosed her ith is a check payable to your order in the amount of $2,716.00
representing a payme t on account ofthe inheritance tax due in the above estate.
Please forwar a receipt to the undersigned. Thank you.
SGWlalw
Enclosure O'
Cc: Mynette Sato 's, Ex.
.~
'---)
Very truly yours,
LAW OFFICES OF STEPHEN G. WELZ, PC
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REV-1162 EX(11-96)
(LVANIA
ND ESTATE TAX
_ RECEIPT
WElZ STEPHEN G ESQUI E
601 PENN STREET SUITE 1040
POBOX 8151
READING, PA 19603-8H 1
----uloId
ESTATE INFORMATION:
SSN:
202-20-3095
FILE NUMBER:
2102-b852
HOCK CATHERINE V
09/271'2002
09/26 2002
CUMB~RlAND
12/31/2001
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
NO. CD 001665
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,716.00
I
I
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TOTAL AMOUNT PAID:
$2,716.00
REMARKS: MYNETTE J SfJ TORIS
C/O STEPHEN S WElZ ESQUIRE
CHECK# 1167
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. lEWIS
REGISTER OF WillS
DATE:
INHERITANCE TAX ACCOUNT
09/25/ 2
DECEDENT'S NAME
DATE OF EATH
RECEIPT 0
ADDRESS
DOCKET VOL. # J 1
TAX RAT
DISCOUN
INTERES
PRESENT PAYMENT
REMARKS
r-
,'-l
"-,i
P
.
CATHERINE V. HOCK, Deceased
ssll 202-20-3095
12-31-2001
F I L E NO. 2002-00852
PA FILE No. 21-02-0852
RECEIPT NO.
LAW OFFICES OF STEPHEN G. WELZ, P.C.
P. O. BOX 8151
READING, PA 19603-8151
PAGE 't1 ~ /3
4.5%
$2,716.00
Payment on account
NOTIC
J
OF BENEFICIAL INTEREST IN ESTATE
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
In re Estate of __HOCj(, Ca ~~ine_\T' ____________n_______
Date of Death: ~_~!'J!l.b!!_r 3.l.L2QP..l____________
File No. 21-02-08 L______________
TO THE REGISTER OF
, deceased,
CUMBERLAND
OF JNI:.uLtlt COUNTY, PENNSYLVANIA:
I certify that no ce of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on October 21, 2002_______ __________:
Name
Viola S. Beaga~
Mynette J. Red ing,
JJikJ...a. Mynette ._J..__Sl'l_tor
Anthony D. Hock
Marsha D. Elliott
------------_._-------
Ronda A. Brantl~__
Address
30794 Hive~ey ~treet, Westla~~~~I_~~185-5084
"-_____lUi_O" Ol~__~e.rm'-!:L1<'J.Qad ,_~eadi.!l&....!'.<L_12J;0 5
__30_1_ Ce~a.F_ Street-,-()J::t<>.nvig"-'..!1.!_..!!.8462 ______
__ _____ _ __U_~_l!.et_!1_ She..a.r-,,_ RoadL- Fa_irvie.w, T.!L..l706~
_______l)Q~QJla.Yisburg Road, C_~,,':.i<,.~!'()'!_LMI _4801L-____
Notice has now been giv n to all persons entitled thereto under Rule 5.6(a) except:
.1ill.______
Date --.lQ/21/02
Prepared by: Register of Wills Office
Berks County, Pennsylvania
July 1, 1992
Source: PA Supreme Court
Orphans' Court Rule 5.6
Signature
..Name
i,.1
Address
t.T1n 7 ~ ..P.C....
'r~~ggiR2
STEPHEN
. LAW OFFT
it Telephone
Capacity:
READING.~]q601-81,1
(610) 178-'nL___._____
Personal Representative
lL_ Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WElZ STEPHEN G ESQUIRE
PO BOX 8151
READING, PA 19603-815
___n_ fold
ESTATE INFORMATION: SSN: 202-20-3095
FILE NUMBER: 2102-( 852
DECEDENT NAME: HOCK ~ATHERINE V
DATE OF PAYMENT: 11/27 2002
POSTMARK DATE: 11/25/ ~002
COUNTY: CUMB! RlAND
DATE OF DEATH: 1 2/31 2001
NO. CD 001895
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $101.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$101.00
REMARKS: STEPHEN G WEL.Z ESQUIRE
CHECK# 97
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
MARY C. lEWIS
REGISTER OF WillS
v-
LAW OFFICES OF
STEPHEN G. WELZ
A PROFESSIONAL CORPORATION
STEPHEN G. WELZ
sgwelz@eartbllnk.net
601 PENN STREET
SUITE 1040
P.O. BOX 8151
READING, PENNSYLVANIA 19603-8151
TELEPHONE (610) 378-5272
TELEFAX (610) 378-1804
November 25,2002
Register of Wills of umberland County
Inheritance Tax Divi ion
Cumberland County ourthouse
1 Courthouse Square
Carlisle, PA 17013
Re Estate of
HOCK, Cath rine V., Deceased
Date of Deat 12/31/0]
No. 2002-0 852
PA No. 21-0 - 2
Enclosed her with for filing is the REV -1500 Inheritance Tax Return in duplicate
with copy of the Wil attached, as well as a check payable to your order in the amount of
$10] .00 representing payment of the balance due for inheritance tax in the above estate.
Please forwar a receipt to the undersigned. Thank you.
Very truly yours,
LAW OFFICES OF STEPHEN G. WELZ, PC
SGW/alw
Enclosures
cc: Mynette Sato is, Ex.
. Welz
'EV-1500EX (fi-OO)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
HOCK, Catherine V.
DATE OF DEATH (MM,DD-YEAR)
12/31/2001
(';f:;::jC;"r\t_ :;~:~~-:.
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FILE NUMBER
21_0200852
COUNTY CODE
NUMBER
DATE OF BIRTH (MM,DD-YEAR)
07/01/1906
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
NIA
[X] 1. Original Return
o 4. Limited Estate
[X] 6. Decedent Died Testate (Atlach GOpyofWiII)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Atlach copy of Trust)
o 10. Spousal Poverty Credit (dateo/death between 12-31-91 and 1.1.95)
YEAR
SOCIAL SECURITY NUMBER
202 _ 20 __ 3095
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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tHISSEC1'JONMUsl ,B.ECOMIOI.E1'E[):ALI.CO~RE$"l):NtlENCE'...'Nll,CONF(j).E!!tIAiE!T~lN",O~MATIQN'.SHOO)':P,BE.PIRE!;tEDTPS
NAME COMPLETE MAILING ADDRESS
STEPHEN G. WELZ, ESQUIRE
FIRM NAME (II Applicable)
LAW OFFICES OF STEPHEN G. WELZ P C
TELEPHONE NUMBER
610-378-5272
P. O. BOX 8151
READING, PA 19603-8151
'1- OFFfci_b,L'.TTsE 6~flY
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(8)
80,745.99
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
100.00
(11)
(12)
(13)
18,269.41
62,476.58
45,876.60
4. Mortgages & Noles Receivable (Schedule D)
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5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. lr\ter~Vivos Transfers & Misce!\alleOIJs Non-Probate Property
(Schedule G or L)
(7)
(14)
62,476.58
(6)
14.769.19
2,811. 45
2,811.45
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20,0
CHECK HERE IF VOU ARE REQUESTING A REFUND OF AN OVERIOAVMENT
> > BE SORE'TO'ANSWER ....Lt QUESTIONS ON REVERSE 'sIDE AND RECHECK MATH < <
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
(9)
(10)
12,552.33
5 , 717 . 08
11. Total Deductions (total Lines 9 & 10)
12 Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spo\.Jsal \ax
rate, or transfers under Sec. 9116 (a)(1.2)
'0_ (15)
4.5 (16)
x.O_
x .12 (17)
x .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
62,476.58
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14laxable at collateral rate
19. Tax Due
Decedent's Complete Address:
STREET ADDRESS _ ----11
Mecc< oh "<r M
100 Mt. Allen
CITY
T STATE
PA
I ZIP 17055
Mechanicsburg
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsfPayments
A. Spousal Poverty Credit
B.priorPayments 2,716..00
C. Discount
(1)
2,811.45
Total Credits (A + B + C ) (2)
2, ]16.01'0
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater Ihan Line 2, enter the difference. This is the TAX DUE.
95.45
A. Enter the interest on the lax due.
(5)
(SA)
B. Enter the lotal of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
5.55
101.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.... .... ..................... .. ..................
b. retain the right to designate who shall use the property transferred or its income;.. .
c. retain a reversionary interest; or............... ................. .......m.......
d. receive the promise for life of either payments, benefits or care? .........
2. \f death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .. ........ ................ ............................ ..... ..................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficfary designation? ..................... .... ............... . ..........................
Yes
....0
.....0
........0
........0
......0
o
No
XJ
XJ
XJ
XJ
j[]
l[]
.0 KJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of pe~ury, I declare that I have examirted this return, irtcluding 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 aU information of which preparer has any knowledge
,
ADDRESS MYNE TE J. SA 0 I
1160 Old BErnville Road, Reading, PA 19605
SIGNATURE OF PREP~RJ.OIH R THAN REPRESENTATIVE
/
ADDRESS STE liEN G. WELZ, ESQUIRE
P. . BOX 151, READING, PA 19603-8151
DATE
-IS-tJJ-
DATE
/1- /'1~ tJ'l-
.'''''';.<''
For dafes of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 39116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 39/16 (a) (1.1) (ii)
The statute does not exemot 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
the surviving spouse is the only beneficiary.
For dates of death on or after Juiy 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren'
or a stepparent of the child is 0% [72 P.S. 39116(a}(1.2)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 39116(a)(l)).
The tax rale imposed on tI1e net value at transfers to or for the use of Ihe decedent's siblings is 12% [72 P.S. 39116(a)(1.3)). A sibling is defined, under Section 9102, as "
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX+ (6-98~ .,
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ReSIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
HOCK, Catherine V., Deceased
FILE NUMBER Cumberland County, PA
2002 - 00852
ESTATE OF
All property jointly-owned with right of survIvorship must be disclosed on Schedule F,
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
ALLIED IRISH BANK -
1986 Shares @ $23.10/share
$ 45,876.60
TOTAL (Also enler on line 2, Recapilula1ion) $ 45,876.60
(\1 mOle space \s needed, insert add'llional she~ls of the same sjze)
REV.j508 EX + (1.97)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOCK, Catherine V. , Deceased
FILE NUMBER Cumberland County, PA
2002 - 00852
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Miscellaneous Personal Clothing and Property
$
100.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
100.00
REV_1509EX+(1.97)
'*'
SCHEDULE F
JOINTL Y.OWNED PROPERTY
COMMONWEALTH OF PENN$YL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOCK, Catherine V., Deceased
FILE NUMBER Cumberland County, PA
2002 - 00852
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RElATIONSHIP TO DECEDENT
A.
Mynette Satoris
1160 Old Bernville Road
Reading, PA 19605
Daughter
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY . %0' DATE OF DEATH
lTEM FOR JOINT MADE Include name offinanciaI inslilulion and bank account number or similar identifying number. AlIach DATE OF DEATH DECO'S VAlUE OF
NUMBER TENANT JOINT deed forjoinlly-held realeslate, VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. Prudential Securities -
Date of Death Balance $ 38,704.83 50% $19,352.42
2. A. PNC Bank -
Checking Account #50-7007-1966
Date of Death Balance 14,472.01 50% $ 7,236.01
Savings Account #50-3009-7168
Date of Death Balance 1,325.60 50% $ 662.80
3. A. First Union National Bank - 15,036.32 50% $ 7,518.16
Account 111010048172251
Date of Death Balance
TOTAL,(Also enter on line 6, Recapitulation) $ 34,769.39
--
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99l .
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
HOCK, Catherine V., Deceased
FILE NUMBER Cum
2002 - 00852
A
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Robert Sellers Funeral Home $ 7,558.00
Mynette Sat oris - Reimbursement for
Funeral Luncheon at Lighthouse Restaurant 542.33
B. AOMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name 01 Personal Represenla\\ve(s) -0-
Social Security Number(s)/EIN Number of Personal Representative(s}
Street Address
City__ ---- Slale ~Zip
Year(s) Commission Paid:
2. Attorney Fees - Law Offices of Stephen G. Welz, P.C. 4,100.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant N/A
Street Address
City Stale ~Zip
RelatIonship of Claimant 10 Decedent
4. ProbaleFees Berks County Register of Wills - Affidavit 5.00
Cumberland County Register of Wills - Letters 147.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. The Sentinel - Legal Advertising 93.53
8. Cumberland County Law Journal - Legal Advertising 106.47
TOTAL (Also enter on line 9, Recapitulation) $ 12,552.33
(fl more space is needed, insert additional sheets of the same size)
REV-1512 EX. (1-9il
~
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
HOCK, Catherine V., Deceased
FILE NUMBER Cumberland County, PA
2002 - 00852
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
$ 11.00
21. 02
177 . 98
7.89
51.19
5,395.00
26.85
26.15
1
Marlin A. Yohn, Sr.
AT&T - Final Long Distance Bill
PharMerica - Pharmacy Expense
Verizon - Final Telephone Bill
Pinnacle Health
Messiah Village - Final Bill
PharMerica - Pharmacy Expense
PharMerica - Pharmacy Expense - Final Bill
TOTAL (Also enter on line 10, Recapitulation) $ 5,717.08
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-0~
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
~ RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
HOCK, Catherine V., Deceased
FILE NUMBERCumberland County, PA
2002 - 00852
NUMBER
I
1.
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TAXABLE DISTRIBUTIONS linclude outright spousal distributions, and transfers under
Sec. 9116 (al (1.2)J
VIOLA S. BEAGAN Daughter 1/3 Residue
30794 Hiveley Street
Westland, Michigan
2.
MYNETTE J. REDDING SATORIS Daughter 1/3 Residue
1160 Old Bernville Road
Reading, PA 19605
3.
ANTHONY D. HOCK Grandchild 1/9 Residue
301 Cedar Street
Ortonville, MI
4.
Grandchild
1/9 Residue
MARSHA D. ELLIOTT
7113 Beth Shears Road
Fairview, TN
5.
RONDA A. BRANTLEY
9030 Davisburg Road
Clarkston, MI
Grandchild
1/9 Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH lB, AS APPROPRIATE, ON REV.1500 COVER SHEET
II NON. TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTIDN 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART Il- ENTER TOTAL NON. TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $
(11 more space 'IS needed, insert additional sheets of the same size)
{
1llCl5t Will ClUO illtshtuuuf
01
CA7HtRINt V. HOCK
I, Cathe/tine V. Hock, 0/ 2015 f'le",,,iah ViLfagc,
Apa/ttment 762, f'lcchanic",ta,~g, l'cnn"'ylvania, te-ing 01' ",ound mind,
memo/ty and unde/t",tanding, do make, puLli",h and decla/tc th-i", to tc
my La.t W-ill and 7c.tamcnt, he/tc(y ncvoking and making vo-id any
and all Will", and Codicil~ hc/tetol'o/te made Ry me.
1. I di/tect that all my deLt", and /une/tal cxpen",c", fe
paid a'" "'OOn a'" may Re convenient a/te/t my dcath I'/tom thc a..et.
0/ my c.tate.
2. I di/tect that any and all inhe/titancc, e",tatc,
",ucce..-ion o/t othe/t taxc. 01' whatcvc/t natu/te and Ly whateve/t
ju/ti.diction impo.cd, a"'.e.~cd again.t my c.tatc, On payaLle Ry
/tea60n 01' my dcath with ne.pcct to any and ail pnopcnty intene6t
compni.ing my c6tatc I'o/t dcath tax pu/tpo"'c"', whethen O/t not ouch
pnopenty -intenc6t pa",.c", ande/t ih-i., my La",t &-iil and 7e6tament,
O/t any Codicil tha/tcto, .hall not Lc appo4tioned, fut 6hall Le
pa-id, w-ithout /tcimRu/t6cmant, a6 it 6uch taxc6 we/te admini",t/tation
expen",e., at "'uch time on t-ima'" ad my txacut/t-ix 6hal1 deem
advi.aRle, /nom my ne6-idua/t1j c6tatc.
.{;mv ~ rMer-
ATTORNEY AT LAW
SUITE 205
SCHOOLSIOE PLAZA
P.o. BOX 644
lEESPORT. PA 19533
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3. I give, devi~e and tequeaLh aee Lhe ne~L, ne~idue
and ~emainde~ at my e~LaLe, ~eaL, pe~~onaL O~ mi~ed, at
what~oeven kind and whene~oeven ~iLuaLe and any pnopenLy oven
which I may have powen at appointment On the night at di~po~it~on
at the time, at my decea~e, and including joint tank account~
held in ihe name at my~elt and eithen at my daughten~ ton
convenLencc ~ake, to the tollowing pen~on~ On ihein i~~ue pen
~iinpe~:
(a) One-ihind (1/3) to my daughien VIOLA S.
BeAgAN at We~tland, ~~ch~ganj
(t) One-thind (1/3) to my daughten ~YNeTTe ).
ReDDINg at We~t Lawn, Penn~ylvaniaj
(c) One-N~nih (1/9) io my gnandchiid ANTHONY D.
HOCKj
(d) One-Ninth (1/9) io my gnandchiid ~ARSHA D.
[[LIOn j
(e) One-N~nth (1/9) to my gnandch~id RONDA A.
BRANTUY.
4. 10//. the pu//.pO-1e.; at ihe aRove Iw//.ag//.aph~ at thi1 my
Ladi Wiil and Te.;tament, a pen~on ~haii te con.;idened to have
p//.edecea~ed me and not to have .;u//.vived me on teen living at the
time at my death ~t ~uch pe//.~on die.; .;imultaneoudly with me on
within thi//.ty (30) day.; atie//. my death.
~~~
ATTORNEY AT LAW
SUITE 205
SCHOOL$IDE PLAZA
P,O. BOX 644
LHSPORT, PA 19533
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5. I nominate, con~titute and appoint my daughten,
~YNETTE J. REDDINg, E~ecutni~ ot thi6, my La6t Wiff and
Te~tament, and in the event that my daughten, AYNeTTe J. ReDDINy,
6houfd nenounce, pnedecea~e me on othenwi~e taif to
~enve, I heneRy nominate, con~titute and appoint my daughten,
VIOLA S. BEAyAN, to Re the E~ecutni~ ot thi~, my La~t Wifl and
7 e.-1tame.nt.
I conten upon my e~ecutnix tuff powen to ~elf,
tnan~ten and convey any pnopenty, neal, pen~onal on mixed, which
I may own at the time ot my death, at ~uch pnice and upon 6uch
tenm~ and condition6 that they may detenmine, and neithen bhaff
Re nequined to tunni6h a Rond On othen 6unetie~ ~n any
juni6diction, on it a Rond Re nequined, neithen 6haff Re nequined
to tunni~h any 4unctie~ thcneon.
IN WITNESS WHO/cOt, I have heneunto ~igned, Jealed,
p.uRli~hed and decfaned thi~ a~ and to/L my La~t Will and
T e~tamod, con~i~ting ot tOu.~ (4) typew/Litten page~, the ti/L~t
Two (2) ot which I have 6igned on thema/Lgintheneot.thi~ ~(1~
day ot ~ Cur-4~__~, 1992.
~..ir()~(SUIL)
CATHERINE V. HOCK
~6~~
ATTORNEY AT LAW
SUITE 205
SCHQOl$IDE PLAZA
P.o_ BOX 644
lEESPORT. PA 19533
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On th<z ~i!llfday of. ~d, 1992, C!i7f1E.RINE. 1/. flOClL
decga~ed to U~, the unde~~~gn<zd, that th<z f.o~<zgoing in~t~ument
wa~ he~ La~t Will and 7e~tament and ~he ~eque~t<zd u~ to act a~
witne~~e~ to the 6ame and to he~ ~~gnatu~e the~eon. She
the~eupon ~igned ~aid Will ~n ou~ p~e~ence, we Re~ng p~e~ent at
the ~ame time.
And we now, at he~ ~eque6t, ~n he~ p~e6ence and
~n the p~e6ence ot each othe~, he~eunto 4ug4c~iee ou~ name6 a6
w..itne-66e.6.
And we and <zach oj. u~ decla~e that we Relieve thi~
7e~tat~ix to Re of. ~ound mind and memo~y.
..~. ..:.~ ~ejidin.g at ~~/)~11-..
lJ'?t1!cWidi", "' -~~-
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ATIORNEY AT LAW
SUITE 205
SCHOOLSID~ PLAZA
P.O_ Box 644
LEESPORT, PA 19533
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IN THE COURT OF COMMON PLEAS
OF UMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
File No1) -I.,j
This Agreeme t entered into this ~ day of November 2002 by and among:
ATE OF CATHERINE V. HOCK, Deceased,
Township of Upper Allen, Cnmberland County, PA
SS# 202-20-3095
FAMILY A REEMENT AND WAIVER OF FORMAL ACCOUNT
MYNETTE J. SATORIS, surviving daughter of the Decedent and Executrix of
the Estate of Cathe' e V. Hock, Deceased, under a Last Will and Testament dated
August 19, 1992; and
GAN, who resides at 30794 Hiveley Street, Westland, Michigan,
surviving daughter of e Decedent; and,
MARSHA ELIOTT, 7113 Beth Shears Road, Fairview, TN, survlvmg
granddaughter of the ecedent; and,
RONDA B
Davisburg Road, Clarkston, MI, survlvmg
granddaughter ofthe ecedent; and,
ANTHONY OCK, 301 Cedar Street, Ortonville, MI, surviving grandson of the
Decedent The latt r three are issue of the decedent's son, John D. Hock, who
predeceased her in Se tember 1981, in Ortonville, MI.
1
BACKGROUND
I. The D cedent, Catherine V. Hock died on December 31,2001, and at the
time of her death as a resident at Messiah Village, Mechanicsburg, Cumberland
County, Pennsylvani
2. The D cedent's Last Will and Testament dated August 19, 1992 provides
for distribution of he net estate in equal one-third shares to her two surviving daughters,
namely Mynette 1. S toris and Viola S. Beagen, and the remaining one-third share in
equal parts to Marsh Elliot, Ronda Brantley and Anthony Hock, the surviving issue of
the Decedent's decea ed son, John D. Hock.
3. The E ecutrix is prepared to file a First and Final Account and Schedule
of Proposed Distribut on.
4. The ssets of the Decedent at the time of her death consisted of the
following bank and i estment accounts:
(a)
Allied rish Bank - common - 1986 shares @ $23.10
$45,876.60
(b) * PNC Bank - Checking Account # 50-7007-1966 -
(c)
Date of Death Balance:
$14,472.01
* PNC Bank - Savings Account # 50-3009-7168
Date of Death Balance:
$ 1,325.60
(d)
* First nion National Bank-
Accou t # 1010048172251 Date of Death Balance:
$15,036.32
(e)
* Prod ntial Securities - Money market assets fund
Accou t OUZ-I77191-94 Date of Death Balance:
$38,704.83
(t)
Miscel aneous Personal Clothing and Property
$ 100.00
TOTAL ASSETS:
$115,515.36
2
* held with M nette 1. Satoris as joint tenants with right of survivorship
5. Excep for the miscellaneous personal clothing and property noted above,
the Decedent died wi h shares of Allied Irish Bank stock as the only individual assets in
her own name.
6. Under Pennsylvania law one-half of the jointly owned assets are subject to
inheritance tax but Ie al title and ownership of the underlying asset is with the surviving
joint tenant, to-wit: Mynette J. Satoris, resulting in a total gross taxable estate for
purposes ofPennsylv nia Inheritance Tax of$80,745.98.
7. The d bts of the decedent and the expenses occasioned by her death have
been set forth on a se arate writing, Exhibit "A", attached hereto, and total $18,267.41
8. The E ecutrix has paid Pennsylvania Inheritance Tax due of $2811.53, an
amount equal to 4.5o/t of the net taxable assets of the Estate.
9. The E ecutrix has otherwise paid all outstanding debts and obligations of
the Decedent and her estate.
10. In add tion to the assets received by the Executrix on behalf of the Estate,
the Estate realized ce ain income on certain assets of the estate, both joint and individual,
in the total amount 0 $1,997.52 and the undersigned agree that in consideration of the
waiver by Mynette Satoris of any individual right to claim all of the jointly held
property, said incom will be passed through to each beneficiary on a pro rata basis as set
forth on the Schedule of Distribution.
II. Notwi standing the right to assert total ownership and control of the
jointly held assets se forth above in contravention of the Last Will and Testament, the
3
said Mynette J. Sat 's desires to make distribution of the same to the heirs of the
Decedent in accordan e with the terms of distribution set forth in paragraph 3. of her Last
Will and Testament.
12.
ies hereto, each and every one of them agree and desire that this
Family Agreement m e unnecessary the filing of an accounting in the Orphans' Court
f Common Pleas of Cumberland County.
NOW THE FORE, intending to be legally bound, the parties do hereby agree
and subscribe to the fi llowing
AGREEMENT
I. We he eby waive the filing of any formal account of the administration of
the estate in any court
2. Declar that the undersigned has examined the attached informal account
and statement of prop sed distribution (Exhibit B) of the Executrix; finds it to be true and
correct in all particul s; accept and approve it with the same force and effect as if it had
been prepared and fil d with, audited, adjudicated and confirmed absolutely by a court of
competent jurisdictio ; and as if the balance of principal and income had been awarded
by the Court in accor ance with the schedule of proposed distribution;
3. Warr t that the beneficiaries named in the informal account and schedule
n are the sole remaining parties in interest in the estate and entitled
to receive the entire istribution thereof in accordance with the informal account and
schedule of proposed istribution;
4
4. Warra t that the undersigned know of no outstanding and unsatisfied
claims against the est te;
5. Appro e the distributions of the balance of principal and income shown in
the informal accoun and schedule of proposed distribution to the persons set forth
therein;
6. Absol tely and irrevocably release and discharge the executrix, and her
heirs, personal repre entatives, successors and assigns of and from any and all actions,
liabilities, claims and demands relating in any way to her administration of the estate and
distribution in acco dance with the informal account and schedule of proposed
distribution and with ut a court accounting and adjudication;
7. Agree to refund to the Executrix any amount of the undersigned's
distribution which e ceeds the amount to which the undersigned are entitled as the
executrix shall dete
8.
and hold harmless, the Executrix and her heirs,
personal representati es, successors and assigns of and from any and all actions,
liabilities, claims, 10 s or expense (including costs and counsel fees) arising from any
cause whatsoever, w ich the executrix may incur as a result of the administration of the
estate and the distrib tion of its net assets in accordance with this agreement, including
but not limited to an liability for federal or state income taxes, Pennsylvania Inheritance
tax or any other taxes of any kind in any way relating to the estate and any assets received
or distributed by or t rough the same by reason of any mistake of law or fact.
5
below.
IN WITNESS WHEREOF we hereby set our hands the day and year indicated
Dated:
Witness
Dated:
Witness
Dated:
Witness
Dated:
Witness
~~~.f~
MYNE TEl. SA ORIS
VIOLA S. BEAGAN
MARSHA ELLIOTT
RONDA BRANTLEY
ANTHONY HOCK
6
below.
IN WITNESS WHEREOF we hereby set our hands the day and year indicated
Dated:
Witness
Dated:
J~& B ~
Dated:
.....A
W
P-/J7 J 'J.. 'pO?
Witness
Dated:
Witness
Dated:
Witness
MYNETTEl. SATORIS
ujdA1, d ~~
VIOLA S. BEAGAN
MARSHA ELLIOTT
RONDA BRANTLEY
ANTHONY HOCK
6
IN WITNESS WHEREOF we hereby set our hands the day and year indicated
below.
Dated:
Witness
MYNETTE 1. SATORIS
Dated:
Witness
VIOLA S BEAGAN
Dated:
Witness
/~v/0 j) eM - {Q
MARSHA ELLIOTT
Dated: //- 3{)- 0';;"
RONDA BRANTLEY
Witness
Dated:
Witness
ANTHONY HOCK
6
below.
Dated:
Witness
Dated:
Witness
Dated:
Witness
Dated:
IN WITNESS WHEREOF we hereby set our hands the day and year indicated
MYNETTE J. SATORIS
VIOLA S. BEAGAN
MARSHA ELLIOTT
J,~
c;fh~t ~T-4
RONDA BRANTLEY
Dated: 1"Z-<{-oZ.
Witness
ANTHONY HOCK
6
IN WITNES5 WHEREOF we hereby set our hands the day and year indicated
below.
Dated:
Witness
Dated:
MYNETTE J. SATORIS
VIOLA S. BEAGAN
Witness
Dated:
MARSHA ELLIOTT
Witness
Dated:
RONDA BRANTLEY
Witness
Dated:
Witness
6
ES ATE OF CATHERINE V. HOCK, Deceased,
Late ofth Township of Upper Allen, Cumberland County, PA
SS# 202-20-3095
Debts and Ex enses incurred as a result of her last illness and funeral:
Date:
1/11/02
1/12/02
1/12/02
1/14/02
1/ 14/02
1/14/02
1/14/02
1/14/02
1/22/02
3/25/02
9/12/02
9/20/02
11/11/02
11/11/02
11/11/02
Payee;
Marlin A. Y ohn, Sf. -
AT&T - final long distance telephone bill
PharMerica - pharmacy expense
Verizon - final telephone bill
Mynette Satoris - reimburse funeral luncheon
at Lighthouse Restaurant
Pinnacle Health
Messiah Village - final bill
Robert Sellers Funeral Home
PharMerica - pharmacy expense
PharMerica - pharmacy expense - final bill
Berks Register of Wills - affidavit
Cumberland Register of Wills -letters
Cumberland County Law Journal- advertising
The Sentinel - advertising
Law Offices of Stephen G. Welz, P.C. - counsel
fees and costs
Amount:
$ 11.00
$ 2102
$ 177.98
$
7.89
$ 542.33
$ 51.19
$5,39500
$7,558.00
$ 26.85
$ 26.15
$ 5.00
$ 147.00
$ 100.00
$ 100.00
$4,100.00
TOTAL DEBTS AND EXPENSE: $18,267.41
EXHI IT "A" TO THE FAMILY AGREEMENT AND
WAIVER OF FORMAL ACCOUNT
IN THE COURT OF COMMON PLEAS
OF UMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
File No. File No. 2002-00852
ES ATE OF CATHERINE V. HOCK, Deceased,
Late ofth Township of Upper Allen, Cumberland County, PA
SS# 202-20-3095
HEDULE OF PROPOSED DISTRIBUTION
RSUANT TO THE PROPOSED FAMILY AGREEMENT
ND WAIVER OF FORMAL ACCOUNT
Amount of sto k in Allied Irish Bank distributed in-kind:
To: Viola . Beagen 662 shares (one-third)
To: Myne J. Satoris - 661 shares (one-third)
To: 221 shares (one-ninth)
To: rantley - 221 shares (one-ninth)
To: 221 shares (one-ninth)
Total shares: 1986
Amount propo ed for distribution based on renouncement of rights as a joint
tenant by Mynette J.
To:
Mynet J. Satoris - $16,819.67 (one-third)
$ 5,606.55 (one-ninth)
rantley - $ 5,606.55 (one-ninth)
Hock - $ 5,606.55 (one-ninth)
OTAL: $50,459.00
EXH IT "B" TO THE FAMILY AGREEMENT AND
WAIVER OF FORMAL ACCOUNT
$50,459.00
To: Viola. Beagen - $16,819.68 (one-third)
To:
To:
To:
'\,
~?-R9-)<.s
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
STEPHEN G WELZ ESQ
S G WELZ LAW OFCS
PO BOX 8151
READING PA 19603\
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
...cjJUNTY
ACN
02-03-2003
HOCK
12-31-2001
21 02-0852
CUMBERLAND
101
A.OUlt ReII! tted
..
leV-l&JJ7EX'FPlOl-DS)
CATHERINE V
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS ...
REY=is4"riif-"FP-loFii3Y-N ifci--oF-YriiiiRf;:AiicE-TAnrpPRAfsiMEN1"~--"Li-oiiAiicniR-----------------
DI ALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOCK CATHERINE V FILE NO. 21 02-0852 ACN 101 DATE 02-03-2003
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FU URE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Est.t. (Schedule A
2. Stocks and Bonds (Sche 1. BJ
3. Closely Held Stock/Part rshlp Interest (Schedule C)
4. Mortgages/Notes Receiva 1. (Schedule D)
5. Cash/Bank Deposits/Hisc Personal Property (Schedule E)
6. ~ointly Owned Property Schedule f)
7. Transfers (Schedule GJ
8. Total Assets
(1)
121
(31
Iftl
151
161
(7)
I CHANGED
.00
45.876.60
.00
.00
100.00
34.769.39
.00
181
APPROVED DEDUCTIONS AND E EMPTIONS:
9. Funeral Expenses/Ad.. C sts/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilit es/Liens (Schedule I)
11. Total Deductions
12. N.t Value of Tax R.t rn
13. Ch.ritab1./Gover~.n al Bequests; Non-elected 9113 Trusts (Schedule JJ
14. Net Value of Estate ubiect to Tax
I~ an assessment as issued previDusly, lines 14, lS and/Dr 16, 17, 18 and 19 will
re~lect ~igures t at include the total of ALL returns assessed tD date.
ASSESSMENT OF TAX:
15. ~unt of Line 14 at Sp s&l rate (15J
16. Amount of Line 14 taxab . at Lineal/Class A rate (16)
17. Anount of Line 14 at Si ling rate (17)
18. A~t of Line 14 taxab . at Collateral/Class B rate (18)
19. Principal Tax Due
CR
(9)
(10)
NOTE:
T
DATE
09-26-2002
11-25-2002
_BER
CD001665
CD001895
INTEREST/PEN PAID (-I
.00
.88-
12,552.33
5 .717 . 08
(111
1121
1131
I1ftl
.00 X
62,476.58 X
.00 X
.00 X
AHOUNT PAID
2,716.00
101.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
1191=
NOTE: To insure proper
credit to your account,
subRlt the upper portion
of this forn with your
tax paYllent.
80,745.99
1A.:>69 41
62,476.58
.00
62,476.58
.00
2,811.45
.00
.00
2,811.45
2,816.12
4.67CR
.00
4.67CR
. IF PAID AFTER DATE INDICATED SEE REVERSE
FOR CALCULATION OF ADDITIONA INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I
STEPHEN G. WELZ
sgwelZ@earthJink.net
PLEASE NOTE:
LAW OFFICES OF
STEPHEN G. WELZ
601 PENN STREET
SUITE 1040
P.O. BOX 8151
READING, PENNSYLVANIA 19603-8151
Effective November', 2003
our new office addre , is:
NEW E-MAIL - S
LAW OFFICES OF S1EPHEN G. WELZ, PC
1100 Berkshire Boulevard, Suite 205
Wyomissing, PA 196]0
(Phone and fax numb rs remain the same)
C/
TELEPHONE (610) 378-5272
TELEFAX (610) 378-1804
Name of Decedent:
HOCK, Catherine V.
c/
0<
STATUS REPORT UNDER RULE 6.12
)<.
Date of Death:
File Number:
12/31/2001
20 2 - 00852
PA File No.:
21-02-0852
Admin. No.:
Will No.:
SSN: 202-20-30 5
Pursuant to ule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respe t to completion of the administration of the above-captioned estate:
1. State wh ther anministration of the estate is complete:
Yes I!l No 0
2.
er is No, state when the personal representative reasonably believes
. . stration will be complete:
3.
er to No. 1 is Yes, state the following:
a Did e personal representative file a final account with the Court?
Yes * No 0
*FAMI Y AGREEMENT AND WAIVER OF FORMAL ACCOUNT FILED 01/07/2003
b. The s arate Orphans' Court No. (if any) for the personal representative's
acco tis:
c. C pies of receipts, releases, joinders and approval of formal or
. ormal accounts may be filed with the Clerk of the. Orphans' Court
an may be attached to this report.
c. Did e personal representative state an account informally to the parties
in int est? Yes 0 No 0
Signature
Date: -1.!.D4/2003
C,,_,
STEPHE
Name
LAW OFFICES OF STEPHEN G. WELZ, P.C.
1100 BERKSHIRE BLVD., STE. 205
WYOMISSING, PA 19610
Address
(610) 378-5272
Telephone No.
'c.
Capacity: 0 Personal Representative
IKl Counsel for personal representative