The URL can be used to link to this page

Home My WebLink About01-0112 . sic-- OFFICIAL USE ONLY REV-1500 EX +(6-00) I &.-;l..0'5"' - 1/ CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P I ~ X A T I o N REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST,AND MIDDLE INITIAL) Ocker Netha M. DATEOF DEATH (hAM-DO-YEAR) 21-01-0112 DATE OF BIRTH (MM-DO-YEAR) CQUNTYCOOE YEAR SOCIAL SECURITY NUMBER 174-05-1841 THIS RETURN MUST BE FILED IN DUPlICATE WITH THE NUMBER REGISTER OF WILLS SOCIAL SECURITY NUMBER X 1. OrigInal Return 4. Limited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12~82) 7. Decedent M.lintained a UvingTrust 0 3 date of death . Remainder Return prIor to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) o 9. litigation Proceeds Received 0 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A) (date of death between 12.31-91 and 1-1-95) (Attach Sch 0) N';i,\ij!I$:$~I:IO"M.~l'k6i~MRgQ:;k~~!~!1iRE~H!;l~a:i~'~!'IOErmAl{!TM~Nj;"QljMAl'!QN:$(.jQilib'!etp!Rt<!ltEOtQl,;'; NAME COMPLETE MAILING ADDRESS 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 170i3 IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER R E C A P I T U L A T I o N 7 4 -2353 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) S. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 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 tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) 181,517.83 (11) 11.273.48 (12) 170,244.35 (13) (14) 170,244.35 (1) (2) (3) 90,000.00 None None . OFFICIAL USE ONLY (4) (5) None 6,798.53 (6) 84,719.30 None 9,410.83 1,862.65 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Une 14 taxable at lineal rate 170,244.35 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. .0 0 .045 .12 .15 (15) (16) (17) (18) (19) 0.00 7,661.00 0.00 0.00 7,661.00 x X X X Copyright (el 2000 form software oOly The Lac.k.ner GtouP. Inc:. FormREV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 36 "E" Street CITY [ STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 7,661.00 383.05 Total Credits (A + B + C) (2) 383.05 3. Interest/Penalty if applicable D.lnterest E. Penalty TotallnteresVPenalty ( D + E) (3) 4. If Line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Cheek box on Page 1 Line 20 to request a refund (4) 5. If Line 1 -+ Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (S) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Cheek Payable to: REGISTER OF WILLS, AGENT i!i:::::::!:!!!!!!!i!!!!!!!!!:!!!!:!]!:ml1\\::i:i!:u:,;':':'.:"":" ,".. ,,_, . ':.'_::" ,":-:" ::'. .::. ,-:........ ".. _'::' .:." ,", -..::' .-:' ,.:.'. ,:":!':i:i':!:!:!!!ii:::!::!:::!i:l.:i:: _ .':';;:::..::::::::::!!:W!::!!!i:!i!ii!i!ii:i!i!i:!::!:!ii!i::::i!!!::!~,:::ji)\j;\j\::i\!~: . ,i::i~inn::!::[~:::i!:U:".'. .' _ .. ," .__' . " _'. ." .'. ... PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . ~ ;~x b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or. . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . 2. If 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 beneficiary designation? . .. ........ ............ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 7,277.95 0.00 7,277.95 o o o rn rn rn Under penaltIes of perJury, I dec'ar$ thar I have examined this retum, 'ncludlng accompanying schedules and statements, and to the best of my knowledge and belief, It Is true, correct and complete. Declaration of pre parer other than the personal representative Is based on all information of which preparer has any knowledge. ~GNATU OF PERSON RESPONSIBLE FOR FlUNG RETURN Carolyn O. Burgard - ~ 36 "E" Street C0 ~--c~~Yisie-,--PA--i'l6i3--------------------------- .3' -...2 7- &7 / SIGNATURE 0 PAREROT RTHANREP ENTATlVE IRWIN McKNIGHT & HUGHES 60 West Pomfret Street - - -c~~risi;;: - pii - - i '76i3 - - - - - -. - - - - - - - - - - - - - - - - - - -- DATE DATE For dates of aeath on 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 30 1.1) (in For dates of death on or a uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dares of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natura! parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(aX1}J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) 'REV-1S02 EX + (1-97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCET~ RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Netha M. Ocker SS# 174-05-1841 01/05/2001 21-01-0112 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is iointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 36 "E" Street, Carlisle Borough, Cumberland County 90,000.00 TOTAL (Also enter on line 1, Recapitulation) $ 90,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. FOfm REV-1502 EX (Rev. 1-97) REV-1S08EX "{1-91> COMMONWEALTH OF PENNSYLVANIA INHERITANCE T,,;x RETURN RESIDENT OECEDENT ESTATE OF FILE NUMBER Netha M. Ocker SS# 174-05-1841 01/05/2001 21-01-0112 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. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ITEM NUMBER 1 DESCRIPTION M&T Bank - checking account VALUE AT DATE OF DEA TK 6,640.08 2 BC/BS, premium refund 158.45 TOTAL (Also enter on line 5, Recapitulation) $ 6 ~ 798.53 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150B EX (Re\/'_ 1-97) REV-1sosex +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE T/4)( RETURN RESIDENT DECEDENT ESTATE OF Netha M. Ocker SCHEDULE F JOINTL V-OWNED PROPERTY 5511 174-05-1841 01/05/2001 FILE NUMBER 21-01-0112 If an asset was made joint within one year of the decedent's dale of death, it must be reported on Schedule G. A. SURVIVING JOINT TENIo.NT(S) NIo.ME Carolyn O. Burgard ADDRESS RELATIONSHIP TO DECEDENT 36 "E" Street Carlisle, PA 17013 daughter B. c. JOINTLY-OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of flnancfal Institution and bank DATE OF DEATH DECO'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for Jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A 10/31/00 3,710.876 John Hancock 84,719.30 100.00% 84,719.30 nutua1 fund TOTAL (Also enter on line 6, Recapitulation) S 84,719.30 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. lw97) RE\I-,S" EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Netha M. Ocker SSiI 174-05-1841 01/05/2001 FILE NUMBER 21-01-0112 Debts 01 de<:1!dent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES, B. 1. AMOUNT ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative{s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 9,000.00 City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills 217.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - estate notice publication 75.00 2 Register of Wills - filing fee 25.00 3 The Sentinel - Legal - estate notice publication 93.83 TOTAL (Also enter on line 9, Recapitulation) $ 9,410.83 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) AEV-tSt2EX + (t-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE T~ RETURN RESIDENT DECEDENT ESTATE OF Netha M. Ocker SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfl 174-05-1841 01/05/2001 FILE NUMBER 21-01-0112 Include unreimbursed medical expenses. ITEM NUMBER 1 Masonic Homes DESCRIPTION AMOUNT 1,580.51 2 Nor1anco Medical Associates 32.14 3 R&L Appraisal Associates 250.00 TOTAL (Also enter on line 10, Recapitulation) $ 1.862.65 (11 more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSysterns, Inc. Form REV-1512 EX (Rev, 1-97) REV-1S'3 EX +(g~OO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Netha M. Ocker SSlI 174-05-1841 01/0512001 FILE NUMBER 21-01-0112 RELATIONSHIP TO-oECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF EST ATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outright spousal distributIons, and transfers under Sec:. 9116{a)(1.Z)] 1 Carolyn O. Burgard 36 "E" Street Carlisle, PA 17013 Daughter 36 "E" Street & 1/2 2 Crystal Doporcyk 2116 Walnut Bottom Road Carlisle, PA 17013 Grandchild 1/5 of 1/4 remainder 3 Heather Doporcyk 2116 Walnut Bottom Road Carlisle, PA 17013 Grandchild 1/5 of 1/4 remainder 4 Jonathan Doporcyk 2116 Walnut Bottom Road Carlisle, PA 17013 Grandchild 1/5 of 1/4 remainder 5 Motique Doporcyk 2116 Walnut Bottom Road Carlisle, PA 17013 Grandchild 1/5 of 1/4 remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TM IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space IS needed, insert additional sheets of the same size) Copyright (c)ZOOO form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) Estate of: Netha M. Ocker Sec Sec #: 174-05-1841 Date of Death: 01/05/2001 Continuation of Schedule J, Part I (Taxable Bequests) Item if Name and Address of Beneficiary Relationship Amount or Share of Estate 6 Tanya Doporcyk 2116 Walnut Bottom Road Carlisle, PA 17013 Granddaughter 1/4 remainder 7 Tiffany Doporcyk 2116 Walnut Bottom Road Carlisle, PA 17013 Grandchild 1/5 of 1/4 remainder LAST WILL AND TESTAMENT OF NETHA M. OCKER I, NETHA M. OCKER, of the Borough of Carlisle, Cumberland County, Pennsylvania, make this Will, revoking all my former wills and codicils. ITEM I: I direct that all my just debts, funeral expenses, and administration expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: I devise and bequeath all of the residue of my estate, of every nature and wherever situate, to my husband, WILLIAM W. OCKER, providing he shall survive me by thirty (30) days. ITEM III: Should my husband, WILLIAM W. OCKER, predecease me or die on or before the thirtieth day following my death, I devise and bequeath all of my personal property and automobiles, my real estate at 36 "E" street, Carlisle, Pennsylvania and all of the furnishings therein, and my real estate at 55 Spring Road and all of the furnishings therein to my daugher, CAROLYN o. BURGARD or her issue, per stirpes. ITEM IV: Should my l1usband, WILLIAM W. OCKER, predecease me, I devise and bequeath my real estate at 435 North pitt street, Carlisle, Pennsylvania, together with all the furnishing therein, to my granddaugher, TANYA DoPORCYK, or her issue, per stirpes. ITEM V: Should my husband, WILLIAM W. OCKER, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: A. One-half (1/2) to my daughter, CAROLYN O. BURGARD, or her issue per stirpes; B. One-fourth (1/4) to my granddaugher, TANYA DoPORCYK; C. One-fourth (1/4) to the issue of TANYA DoPORCYK, per stirpes. 71 ~/ J{ (~(:J initials ITEM VI: I appoint CAROLYN O. BURGARD, Carlisle, Pennsylvania, Guardian of any property which passes, either under this will or otherwise, to a minor. said Guardian shall hold, manage, invest and reinvest any property received by the Guardian, shall collect the income therefrom, and shall apply so much of the net income, and, if the net income is insufficient, so much of the principal of said property held for such beneficiary as the Guardian shall deem necessary or advisable for such beneficiary's health, maintenance, support, and complete education. The Guardian shall accumulate any surplus net income annually and add the same to the principal of the property held for such beneficiary. ITEM VII: No interest of any beneficiary hereunder in either the principal or income of my estate shall be subject or liable in any manner to anticipation, pledge, assignment, sale, transfer, charge, or encumbrance, whether voluntary or involuntary, or for any liabilities or obligations of such beneficiary whether arising from his or her death, debts, contracts, torts, or engagements of any type. ITEM VIII: I direct that all taxes which may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. ITEM IX: I appoint my husband, WILLIAM W. OCKER, Executor of this, my Last will. Should my husband, WILLIAM W. OCKER, fail to qualify or cease to act as Executor, I appoint CAROLYN O. BURGARD, Executrix of this, my Last Will. ITEM X: I direct that neither my Executor, Guardian, Trustee, nor their successors shall be required to give bond for the faithful performance of their duties in any jurisdiction. '2 (,1.-1- IN WI~~EREOF, I) day of. . . ,J-ll V I have hereunto set my hand this , 1993. N~(~.a ~C~ C-;;(,j0.v (SEAL) The preceding instrument, consisting of this and other typewritten pages, each identified by the signature of the Testatrix, Netha M. Ocker, was, on the day and date thereof, signed, published, and declared by Netha M. Ocker, the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses thereto. L ~. (' , . . ..' /~., ,. ( () }'-<-v J / (7/ :Y (~ t lI' 1/1 ""7 I) /: U7r-i:. 1>', /<ohf11 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Netha M. Ocker, Robert R. Black, and _h-lr,.C"l A r\<'-'\JrI1 , the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will; and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness, and that to the best of their knowledge the Testatrix was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. '7~.. /7; d.-' /./;/' 6:? ~::/6. '-" Tesfatrix Netha M. Ocker ~rt~q- /Ll3j{^-L~ witness Robert R. Black i If' ./.' ..--) () , y(-? 'r7h . /1'. I{U7J'~ I witness Subscribed, sworn to aDd acknowledged before me by Netha M. Ocker, Testatrix, and subscribed and swqrn to before me by Robert R. Black and Id!lli.''' /J. K().v~ ' witnesses, this J{)*J>' day of '-.'S-Cftl Ni_.ll-UJ 1993. .J Publ NOTARIAL SEAL SUSAN K. GUYER, Notary Public Carlisle, Cumberland County My Cummission Expires Sept. 4,1995 George R Ulsh 4099 Derry Street Harrisburg, PA 11111 01/16101 Ocker Estate clo Irwin McKnight 60 W. PomfretStreet, Carfisle, PA 17013 Borrower: File No.: 36 E. Street Carlisle, PA 17013 Client Ocker Estate Ocker Estate Re: Property: In accordance with your request, we have appraised the above referenced property. The report of that appraisal is attached. The purpose of this appraisal is to estimate the market value of the propert)' described in this appraisal report, as improved, in unencumbered fee simple title of ownership. This report is based on a physical analysis of the site and improvements, a Iocational analysis of the neighborhood and city, and an 9Conomic anatysis of the market for properties such as (he subject. The appraisal was developed and the report was p(epared in accordance with 1I"Ie Uniform Standards of Professional Appraisal Practice. The value conclusions reported are as of the effective date $\a1.ed in the body at the report and contingent upon the certification and limiting conditions attached. It ha$ been 8 pleasure to assist you. Please do not hesitate to contact me or any of my staff If we can be of additional service to you. c?~ Ish SUMMARY OF SALIENT FEATURES SilbjectAddress 36 E. Street legal DescripOOn Referenced in Deed Book 20 I Page 938 CRy Carlisle County Cumberland - PA Zip Code 17013 CensusTr.EI: 0120 Map- 06-1Q..1641-225 Sale Price $ Markel Value Dale of Sale NlA _wer/CIilli Client Ocker Estate t.nde< Ocker Estate clo Irwin McKnight SilJo<-.foot) 1,134 P...",S<jJarefaot S 79.36 locaion SuburoanlGd Age 40 Years Condiion Average Total Rooms 5 Be<l>ooms 2 BOIls 1 Appraiser George R. Ulsh 0.. a/ Applaised Valle 01/16101 Final EsIimate afViWe S 90,000 Form SSO - 'TOTAL 2000 for Wilmws' Waisal saItw<n by a Ii mode, ilc. -1..eoo-AtAMOOE ,.;,;- '-'~...' ',' . H (;.l AllIllJl~,~ /hsociJ1r.!i (jOOlgc It Ublt Ocker Estate FileNo. 10126 PtQOIIlW MdItss 36 E. Street CIv Carlisle StmPA IlllCode 17013 looalOescllutlf.m Referenced in Deed Book 20 I Page 938 County Cumberland Assessor's Parcel No. See Tax IdentiftCation MaD Reference lax'iear 2000 R.E. laxes!: 1 348.08 S.....I:lIAssessmenlSt Bonower Client: Ocker Estate CmII':f4 Dwntl Ocker E!.1.ate- OCtucarrt: I~I Owner ! -1 Tenant I V.,anI Pro ,hls 'alsed X FeeSimle IleaseltJld p" T PUO """"TTCondominftlm IHlIDNA onM HOAS IMo, Nelohbortxlod or Profect Name Carlisle MaD Refeteoce 0f3..19-1641-225 Censusl'<ll:.10120 SalellJice S Market Varue DatllofSaleN/A OesallldOl1MdSa1lJllfiotllla'1~{QtleMdlwsellef NIA ltnde"C... Ocker Estate clo Irwin McKninht Adlless 60 W. Pomfret Street Carlisle PA 17013 Annl&sef Geor....e R. Ulsh Adliess 4099 De vStreet Harrisburn PA17111 LocaOOn (JU'''''' ~ Sublllban W RlITaI PredomInant -'!!rcr"miIYho""" PA!8l!n1l1ndUllll% Lend use ehanQl! Bum up ~Ove'7S% D 2S-7S% D Undol2S% oetUfllney 111' AGE Ol'lflfamily 90 ISJ Notl~e~ [J lIke~ (000) (yIs) Growth ,ate D Rapid ISJ Stab. [JS." 00wnef 70 low~ 2-4tamily Ulnprocess PIOperfyVallle8 o Increasing ISJ Stab. o Declining DT_ 160 H"" - 70 Mufti-family To: Oemandlsupp~ B ~hortage ~ 'n balance R ~er supp~ c>9 V.,.. (jl-S'\ .IPredominartl CQmmeltiai 10 Mar\l.l'tiM time '>( Undel 3 mos. 3-6 mos. Ove, 6 mos. nV"Jov.-S'\ 70-160 30-70 We: Raee ami ,hIl laclal GomplJlJJtian of the neighborhood ar. not appraiNl 'actors. NeghbolOOod booOOales and chaill:telis\ics: Tattle East is Route #34 and to the West is Conene Street To the South is C Street and to the North - is K Street. Primarij" residential in use. - Fars thcf afIect fiE mifketab~ily of the propertias i\ the ~000d (proirnyttl empllymeft and amenities, empklymenl: slabOily, appeal 10 masket. etc.): The sub 'ect is focated in a residential neiahborhood. M:aiOf routes of tra'iel are located within a reasonable distance of the sub' eet .. Emnlo\lment for the area is rated as aoad. Maior ernolovers in the Greater Carl~e Area include tarae manufacturinn comnanies State and Federal-;;-ovemment facitities and manv smarler service comoanies. The subiect n~i....hj.,omood is in a stable Dhase of its'life cvc1e with rODerties in the nei hborhood havino averaoe soneal and the aooearance of fe ular maintenance. SUDDIv and demand aODears in balance for the $Ubied neinhborhood. Mufti use nronerties are tvnicallv of the subiect area. No adverse conditions are indicated. Ma.-keI: CQndlWns m the subject neigWl(llOOod \idllIi'g support tor me ltlove colJ:lusklns reIaIed to the trend of property vakies, de~suPPtt, cnl marketing time __ sLlCh as dala on competitive properties 101 sale ir\tle reighOOlOOod, dtscllpOOn 01 \l'e P1cvalencll at sales and finalx;ir'J concesskms, etc.): Market conditions a"near active for this time of 'lear. The are I/arious loan "'ronrams ava~able lhrouch both convention and novernmental roorams and rates rcm....Tr1... from 5% ARM oroarams to 7% fixed rate oroarams. Marketiti.... time for reasonable orlced housina is within 0 to 3 months. Sares concessions althouoh evident in some transactions are not ical of the common sales. PropertY 'Jalue aDDear to be stable or showino moderate increases throunhout the area. ProjeetlnformatlontOl'PUDt. (If awocable) - -ls1re developerlbuildBr in como! oflhe Home Owners' Assodaoon (HOA)? U Yes l6J No Approximate total numbel of UMs in the Sllbject proiect Approxim<l!e total number of units fOl sale in the subject ploject Describe common elements and recreational facilities: Not a[\O~cable with this :m~raisal Dimensions 108){ 108 as ner nublic record Topoglaphy MosU level Slearea 11.664 Correrll1l:0Ves ISJNo s,,, Average for Area Spech::zoningclassiflCalionanddesc,iption S""" Rectarmular Zoning tIl1llP"",,'. ~"~"'" r~J l"'" "'"'''''\''"!7 (G'''':.~;:~ ,"') Un... [j No zoning D,ainage Avoears Ade....uate Hlf1est & best use as (l~"';' 'PIl~sen1115e Olher use !all} ~." SuburbanlGd Ulllities Public ...., Qff~si\e Impm'4emen\a Type Publi:: Plivate landscaping Mature/Manicured Electricity [XJ 100 Am" SIT"" PS;'Ied Asphalt 0 0 Driveway Su.face Paved Asohalt Gas o None CUlb,lgulter Concrete 0 ISJ Appael't ~ Tvoical Utilitv Waler 0 SKlewalk Concrete D c>9 FEMASpecialFkxldHalaJdAJe3 Oy" ~No SanitaJysewer I3l SIJ""ighIs Mercury Vapor -~ H FEMAZore Zone C Map- Dare 02J031B2 SWIm ~'HeI" n None A"" None FEMA Mall No. 425382 Comments (apparent i!direlse easemems, encroachmeJjs, special assessrnel15, slide areas, megal or legal nonconfOlming wning use, etc.): There was no indication of adverse encrQachments easements or :=ecial assessments indicated from mlf subiect nronertv insnection. See attached I nenerar addendum for comments. GEfERAL DESCRIPTION EXTERIOR DfSCRIPTION fOUNOATIOIl _MEN! INSULATlOtJ No. of Units 1 Found<iiJn ConcrteBI Slab No AleaSq. fl. 1134 Root _0 No.D1Stories 1 ExlerKlrWaIls Brick&Frame Crawrspa:e: No %FUIisre<! 50% Cen.. Unk ISJ TYll'(DeIJA'.) Oetach Roof SUrface Com"'ositSh Basement 100% Celling OrvwaU Walls -u;;;:- 1SJ O,,;gr,(SIy>) 1 St""" Gutters &. DwllSpts. Aluminum Sump Pump Yes Walls WdPanel Fbu-O bistirJJ!Proposed ExistiO...- WiOOc'IIiype WoodDblHno Dampness None Noted FkIo, AsDhTlle No",-O Age (Yffl-l 40Yrs SIofltll'SclelmS StormUnits -- None Noted OulsMllEnliy No """"n 0 EffectiveA '/Vrs.\ 10to 15 ManufactUled House No Inleslafun None Noted ROOMS UV 0_ Kftcherr Den fam R Rec. Rm. B1:l.1Iooms HaIhs lauoorv ...., Arlla5cJ.Ft. ~ Basemerll 1 "'ea Storaoe 1134 leve\1 1 1 1 2 1 1134 le'l'el? A.. Storaoe Fmishedarea8bovenradecontains: 6 Rooms. 2 BedJoomtSl:- 1B"""> 1134 ~ are feet of G.oss livim Area INTERIOR Miie.iaIsICondit<<ln ...n... mCHEN EillIIP. A1l1C AMEMTIES CAR STORAGE: - FIoOls Wd V......I/Av.. Type FWA Refrigerator 0 """" 0 Firep'lace{s) /I .1B..-.- RJ No'" [1 Wall, ow Plaster P;;::IA-;;:' Fuel Oil RangetOvlln lXJ Stab, 0 P"" C'Jd Cone L'J Garage #ofcaJS l,im/Finish Wood/Avn Condition Good Disposal c>9 Drop Stair 0 A"'" [J Anathed BalhFIooI CeramicJGood COOlING Dishwasher I2J Scotlll 0 POlch Open Conc I2J Oet.-:Md 2Car Bath Wailstot Ceramic/Good <""'. Yes fan'Hood I2J FIool I3l fence [J Built-In Ooms HoUowcore/Good ""'" NIA Microw"e 0 Hmd R Pool 0 Carport Condifun Gd. W"....,ON. 14 Finished r- O'New1N Additionalfealures(specialenergyetficientitems, etc.): The sub.ect interior and exterior are in averaoe condition with avera e a eal. No adverse condition indicated. COlldition uI the improvements. dePlecialion(physk:aI, funtOOnaI,andexlelnal), repairs netded, QlJalityotconstruclion,remodelilg'a:1dlttof\S,etc.: There was no functional obsolescense indicated from \he subjed property inspection. The roof appears to be in average condition. Phvsical dflterloration is ical of the sub'ect affective aoe. . Adverse eJIVilonmerllal condnklns (sl/Chas. blllnollimnetlto,haz...-dou$wastes,turi;s.ubstm::es,e\c.)\)IesenIln\heimJHovelll+'!nts.onlheslhl. or in ItIe irnmefflafe vicinity at the sub;ect PlOperty.: There were no anoarent environmentai oroblem indicated from the sub' ect nronertv insnectJon. UNIFORM RESIDENTIAL APPRAISAL REPORT Fred1il!l~fmm706i93 PAGE 1 OF2 Fannie ~ fmm HI04 6/93 Form UA2 - 'TOTAL 2000 101 WinOOws'llIl1IIaisalsc1Iwalll by alamooo, inc. -1-8QO-ALAMOOE Supplemental Addendum FReNo 10126 80 w lied Client: Ocker Estate 36 E. Street Citll Carlisle Cnunlv Cumberland lender Ocker Estate cJo Irwin McKniRht SIa PA ZinCode 17013 The subject Is over 30 years old but had been modernized as necessary and Is marketable In its present condition. The effective age 15 significantly less than 30 years. It is noted that one or all of the sales are older than the desired 511: month range. The sales chosen were dOr1e so after a thorough search for sales that conform better to the desired guidelines. The sales chosen are considered representative of the sublect market and oUer the best data anilable for the subject. It Is noted that one or all of the sales are located more than one mile from the subject property. These com parables were selected after a thorough search of the area. They are located In a neighborhood similar to the subject and are to be considered the best comparables available. SUBJECT PROPERTY COMMENTS There is chipping and peeling paint on the subject structure soffit. facia, window frame area and garage frame areas. The garage roof appears to be at the end of Its' affective life and In need of replacement. Value will be adjusted in the market Comparison Approach to Value for the affect on the marketability and value of the subject. The subject Is located on the edge a commercial area. There appears to be adequate buffer areas for the subject property location. FOIm TADD - "TOTAL 2000 fOr WIndows' appraisal sortw_ by a la 1TIOd!. h:. - 1-800-AlAMOOE Ock.er Estate UNIFORM RESIDENTIAL APPRAISAL REPORT fl~No, 10126 ESTlMATEDSlTEVALUE. .. ....- $ 15000 ConunentsonCostApplOOEh{suchas.$()lJrceotcostestim;e..v_ ES11MATEO REPRODUCTION COST-HEW-Of "PRO~NTS' """,bll_ "'" lor HUO, VA "'" fmHA.1ho - """**'l Dwell/WJ 1,134 Sq.fI,@S = $ IlClJOOl1li:Ih lib property): See attached addendum for 1134 Sq. R.@S structure dimensions. COMPARABLE 00. 1 COMPAAABlE M).. 2 COMPARABLE 00, 3 506 Franklin Street 423 B Street 523 S. Pitt Street Carlisle Carlisle Carlisle ~,~#~,cf:i:(1:t::1<,~,'tM'4}~~ 0.57 mUes 0.55 miles 1.24 miles ',,'-','ffi:.if.~!; <~"" 8990G' .<" '~',1i' 80 OOG f;~,'Ar;-"''''~'' 87.88 rtJ .i:\'lt1..J ,Jtijh 83.25 tfJ 't~A>'K~,:~t:::~i!'li;' 61.73 r/:1 Listing Agent I MLS Usting Agent I MLS Listing Agent 1 MLS Data Bank Data Bank Data Bank DESCRIPTION + DESCRIPTION + - DESCRIPTION: VA No Help COny No Help Cash No Help 7 DOM aD DOM 39 OOM U 11/00 S 12100 U 51008 6/00 U 7/00 S 8100 8uburbanlGd $uburban/Gd SuburbanlGd Suburbarv'Gd Fee Sim Ie Fee 8im Ie Fee Sim Ie Fee Sim Ie 116648 .Ft 7500 Ft 1500 Ft Q 000 t SuburbanlGd SuburbanlGd SuburbanlGd SuburbanlGd 1 at fGd 1 Sto IGd 1 Sto JAv +1 000 1 Sto IGd Br&Fram/Av Asb&FramfA\l +2000 Fr&Alum/Av Br&Vin Av 40 Years 45 Years Est 52 Years 50 Years Est Avera e Good -2 500 Aver e Good T",,'Bdrms' Ohs T""'8<*ms' _, Toti'_' 6*' TllIi4',Bdrms' BOhs" 5:2:15:2:1 4:2:1 6:2~1' 1134 ,R. 1023.Ft. +1000 961 .ft,: +1600 1317.Ft.: Rec Room Rec Room Unfinished +2,500 Unfinished 100%./50% 100% 150% 100% I 0% 100% I 0% Good Good Good Good OFWNCent GFWAlNone +2000 OFWAlNane +2000 EBB/None Storm Units Storm UnItS Storm UnitS Thermo Wnds 2 Car Detach 2CarDe 1CarCPr: ~1 000 1 Car Ca ort +2500 OffStrParkn Porch,Patio Cvd Pch,Patio Cvd Porches Porch,Patio Fir e None +1 500 None Fire lace None S Shed FenYrd -500 Stora eShed S Shed FenYrd ~500 ItS R&O OW 0 R & Oven +1 000 Ran e & Oven Ran 8 & Oven +1 000 Net 3500 + 3800 =~plice 93400 . .~;~$ 92350'.&!t~${~ 88800 Commel'ts on SakIs Comparison (lrk:ludirrJ the Sllbjecl property's compatiIlilily to the neijmorhood. etc.): The use of sales older then Of located further then dmed was caused from the lack of more recent similar sales in the immediate market area of the sub'ed. The. sales were chosen after a thorou search for sales in the sub'ect market area and are the best available for com arison to the sub'eel InM Diie,PJktandO<ta Sculce, rorplklisae. within at Analysis 01 ~culTeli ;qeemertol s*,optim, (l( ~d subjecl JlItIpeIty arx.I ~ or a1YprilrSiU3s oISllbject cnl compallbles wlhin OM yeiI 01 the dale of ~pfaisat There are no known a reements of sales or 0 tians attached to 1he sub' eel ro e other than rovided for in the a raisal re ort. G""1"Ca1pol1 Sq. R. @$ To!ilIEstirnelCllstNow ... less PtIysi;aI Oep",_ I Depreciated Value of Improvements "As-is'ValueofSlefmprovemenfs lNDlCAlED VALUE BY COST APPROACH \lEY SUBJECT 36 E. Street Address Cartiste foSub'ect SalesPricll Pric GrossUv Area Data"""" Veliic<iionSource VA.lUE/IJl.IlJStUENtS SalesorF~ Concesskms De at IlTIIl aIion leaseOO feeSim SIo 'low Des 0, funcOOnal .".. S e.emal =$ ....... =$. u_"'$ 15,000 "'" of Construction SUBJECT No transfer in last 12 months COMPAAABLE M1 1 No transfer of sale In last 12 months COMPAAABLE 1(1. 2 No transfer of sale in fast 12 months COMPARABlE 00. :I No transfer of sale in last 12 months RniIIReconcilialJln: The Sales Com arisen roachtoValue ener indicatesthebestvaJueforthesub'ect ro e . The Cost roach to Value and the Income roach were considered butare not '&tefo' this a rsisal. 000 +- -2500 -2200 +2,500 +4 000 -1500 +3000 $ 90 000 -$ Thl'l pulJlOS8 cfthls appriisalis 10 estimate the market valtle afthll real propelty that is the subject 01 this report, basedQnth6aOO1ec~and\tlecellltication, comngenl and 1Im~ tm.Wons,;m maiW value definition thai: are shied In ItJI iita::hed Fleddia Mac fom143MNMA foml1004B (Revised 6/93 \, I(WEI !STIMATElHE VW!E. lSDEfDlED.OfntE REA THATISTHESUBJECTOFlHlS REPORT,AS OF 01116/01 (WHICH IS THE DA SPECTIONAHDlHE. ECtWED lHlS REPOR1)1O BE $ 90.000 APPRAISER: Ge e R. Ulsh SUPERVISORY APPRAIWttOfiLYFREOUIRED): Ie SiImaluft Name eor e R. Ulsh Name DaleReooItSklMd 01/19JD aleRe rtS State Certft:<mt\ # RL 000409 l ste PA StiB CertIic_ Or~Lice~# StIle Or stale license # FrBlilde Mil: Form 70 &93 PAGE 2 Of 2 Form UA2 - "TOTAL 2000 for WPtI'o'Is' Walsal5OttoHilt by a Ii rnoOO. 1nc, - 1.800-AlAMODE DOij DOijN<rt Ins""'Pnlperty - stale F.... Mal Form 1004 6-93 Supplemental Addendum Fietlo. '0126 Bonowe liert Client Ocker Estate 36 E. Street C Carlisle Cau Cumberland lendef Ocker Estate c/o Irwin McK . PA n Coda 170'3 Every effort has been made to conform to U.S.P.A.P. and In most cases even stricter Interpretations found common to most investors In the secondary market. Since every property can't compare to "Ideal" comparable sales, the appraiser must chose the best available sales for comparison available from the market search that meets Investors underwriting standards and guidelines estabUshed by the professional appraisal association that this appraiser Is affiliated with. The first part of the addendum is designed to darl'y 'terns common to all appraisal reports. The second part of the addendum Is designed to simplify the reporting of comments most typically required by lenders to clarify aspects of the appraisal process. The presence of UREA-fORMALDEHYDE fOAM INSULATION or RADON GAS has not been determined. 11 UFFt or RADON GAS is present, the appraised market value may be adversely affected. Exact "ROO value Insulation factors could not be determined. Any Information stated on the appraisal was provided by the inspection where the Insulation was visible, or by the owner or agent of the owner where the Insulation was concealed. All of the sales are closed transactions unless otherwise noted. The settlement date Is to be considered the date of the sale U# and $# Is shown on the market grid date section. U stands for under contract and S stands for settled date. This Is done to give the reader more complete Information on the considered comparable sales. Source of Inforrnation of the sales generally list the appraisers Data Bank. The Data Bank contains Information from the following sources: CENTRAL PENN MUlTl.lIST, MONTHLY STEB REPORTS, COURTHOUSE RECORDS, ASSESSMENTS RECORDS, EXTERIOR INSPECTION OF THE SUBJECT PROPERTY, TELEPHONE INTERVIEWS WITH REAL ESTATE AGENTS, OWNERS, AND BUYERS, OR PRIVATE SAlES REPORTING AGENCIES, Inform.lIon Is always nrified by two (2) sources, and most usually by three (3) sources. When the source is listed as "INSPECTION" your appraiser bas personally inspected the property. Heating systems abbreviations used in this report are as follows: The nrst letter denotes the fuel used - 0 = Oil, G = Gas, E = Electric, C = Coal, W = Wood, and D = Duel Fuel. The nenserles Indicated the type of heat; BB = Baseboard, FWA = Forced Warm Air, HWBB::: Hot Water Baseboard, C1B = Cast Iron Baseboard, STM ::: Steam (radiator or convector), HW = Hot Water (Radiator or Convector). RAO = Radiant (heating elements concealed In the ceiling or Ooors). Air Condition: CENT == Central Air. Wall = Built In wall units. Occasionally, the subject or comparable have specIal, higher efficiency heating systems: HEAT PUMP = a forced warm air heating system with a conventional backup heating system (usually electric, could be oil or gas) and central air conditioning. GEO.HEAT PUMP == Geothermal Heat Pump uses constant temperature ground water for heating and cooling. This system requires two wells and is extremely effic1ent SESS = Supplemental Electric Storage System. This system heats large quantities of water during off-peak hours and uses the heated water during peak hours. Substantial savings result from reduced electric rates from the local ele~rlc company. Some of the sales may show photographs with sale signs. Sales are not now under contract or being ollered unl~ss specifically indicated wUhln the appraisal report. For conv'ence and speed, sales photographs are taken frorn my existtng data base for sales In the area. All of the sales Indicated have been externally and or interlorally view by the appraiser as required by the appraisers guidelines for performing appraisals. The use of the terms Superior/Inferior Is considered as a mid line range between the more standard Good, Average, Fair, etc., etc. When applicable within the appraisal report, It's assumed, unless noted In the report. that the roof, plumbing, heating, electrical and air conditioning system, wells, septic tanks or cesspool are In satisfactory operating condition, that the building is structurally sound and free of termite Infestation and free of termite damage. The appraiser suggests that buyers, lenders and other Interested parties obtain certifications from properly qualified professionals for their protection. There has not been a title search or survey completed on the subject property that would confirm or deny any encroachments, easements or deed restrictions on or against the subject property. At the time of the inspection of the subject unless noted in the appraisal report, none of the Items mentioned in this paragraph were visibly noticed or apparent The appraisal Is made considering the Items not present or having no effect on the overall typical use of the subject as valued in this report. (f any of these items are present, the Fair Market Value as determined by this report may be adversely affected. Comparable photos may show listing signs or weather conditions different then \t1e subject photos. Photos may be taken from the appraisers data base. All of the sales have been viewed by the appraiser as generally requested by the appraisers clients. APPRAISAL COMMENTS Fofm lADD - 'lQTAl2000 fur WIIlOOws" ilJIIlTasa soltwcre by a /a mode, .he. - 1-8DO-AlAMOOE . mM&rBank March 13,2001 RE: Estate Search The Estate of: Date of Death (V.O.D.) NETHA MOCKER 1/5/2001 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch 0.0.0. Accrued Interest Balances (Includes Accr. lnt.) $6640.08 $.00 CHK 1367072 aPENED 5/97 0% INTEREST RATE NETHA MOCKER PER CARaL YN 0 BURGARDPaA 4319 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount awed Account Description NO. Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: Y;aA_~ t-c.~,-~ Authorized Signature ' DATE: y /~-DJ Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767 : !J JOHN HANCOCK FUNDS · ..~ A Global IlIvestment J/mUlgement Firm t John H,\ncock \\';ty. Suite WOO Boston, MasS~Khusetcs 02217-10()() (800) 125-5191 pbll/lt' www.jhancock.com/funds March 9, 2001 John H,lOcock Signature Services Ine. Jacquine Drawbaugh Irwin McKnight and Hughes 60 W Pomfert St Carlisle P A 17013 r,.'" '"""', ,. 1:",,-c c ",: Li . . , ..". ,'" :-' ; 'I' ,,~ ;1\\ ../" l)"> .- 15 ., ~.'oJ ',; Reference: 00581348 Account No. 5645392 Netha MOcker Carolyn 0 Burgard 1 ;'\ i; i'I~, " " tl\il;: !,< 1'd\..idJi." ! .,..i \..... Dear Ms. Drawbaugh: Thank you for your telephone inquiry regarding the John Hancock mutual fund account listed above. The account value on January 5, 2001, was $84,719.30. The net asset value price per share of the Sovereign Investors C was $22.83 and there were 3,710.876 shares in the account. Please remember the share price fluctuates daily. I hope this information is helpful. Should you have any questions, please contact our customer service center at 1-800-225-5291. We can be reached any business day between 8:00 a.m. and 8:00 p.m., Eastern time. One of our customer service representatives will be happy to assist you. cc: David Gulbrandsen Signator Investors Inc John H,lncock Advisers, loc . John Hancock Funds, foc * . The Patriot GfOUr, loc . Juhn Hancock Advisers Imem,\cinllaL Ltd. NM ClritaJ !\fam.J..:('mem, roC. . SOvtfl.j;.;n Asset Managl.'ml'm Corporation "'Ml'mbl'r of N,\ci"ll,d As\,,(iarion ofSenlriries Dealers, fne ~ PETITION FOR PROBATE & GRANT OF LETTERS Estate of NETHA M. OCKER No. 21-01- rJ..1-IJ1-11~ also known as To: Register of Wills for the . deceased. County of Cumberland Social Security No. 174-05-1841 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is/are 18 years of age or older and the Executrix named in the Last Will of the above decedent dated September 20 .1993, and codicils dated none. 19~ The Executor named William W. Ocker died November 19. 1999 . Renunciations for attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 36 "E" Street. Carlisle BorouQh Decedent, then ~ years of age, died Janua~ 5 I 2001, at Masonic Health Care Center. Elizabethtown. PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: 36 "E" Street. Carlisle BorouQh. Cumberland County $6.000.00 $ $ $90,000.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. 5ignature(s) and Residence(s) of Petitioner(s): ~&~~ Carolvn O. Buraard 36 "E" Street Carlisle. PA 17013 717 -249-5437 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF CUMBERLAND The Petitioner(s) above 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 representative of the above decedent, petitioner(s) wI!! well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 25th day of January. 2001. v /;f(() ~ ~~~ Carolvn O. BurQa~d /fo '~05 -/1_ No. 21-01- 112 Estate of NETHA M. OCKER, deceased. DECREE OF PROBATE & GRi\NT OF LETTERS AND NOW, January 26th . 2001, in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September 20. 1993 described therein be admitted to probate and filed of record as the Last Will of Netha M. Ocker : and Letters Testamentary are hereby granted to Carolvn O. Burqarc FEES Probate, Letters, Etc. . . . . . . . $ 200.00 Short Certificates(-2- ) . . . . $ 6.00 Renuri'~iation(s) .... .. .... $ JCP ... . . . . . . . . . . . . . . . . . $ 5.00 Other Wli! Paqes (-2-) .... $ 6.00 TOTAL: .... $ ?17.00 Filed . .~~l)~?ry. .2.6".~qq~. . . ~~-.~ 60 West Pomfret St.. ~arlisle. P.~ 17013 ADDRESS 717 -249-2353 t:'HONE CALL ATTORNEY WHEN LETTERS ARE FINISHED [/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1 J ss: Carolyn o. Burgard according to law, deposes and says that she is the Executrix of the Estate of Netha M. Ocker late of -.:tl1e J~.or<2\!gb._~f_-.C9j:'_11s1.~___._-,---._ , Cumberland County, Pa., deceased and that the within is an inventory made by Carolyn o. Burga~~ _, the said Executrix of the entire estate of said decedent, consisting of all the personal propt!rty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. being duly sworn Sworn and subscribed ~u:!~~ 36 "E" Street Notaria\ Seal . Jac ueline L. Drawbaugh, Notary PublIC ~arlis'e Bora, cu":,berland County My Commission Expires Aug. 14, 2003 ~mhAr, pennsylvania A5SOf1at1on of Notartes Date of V9am 7' Day Carlisle, FA 17013 Address 01 Month 2001 Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional al.~:ts. 3. Additional sheets may be attached as to personalty or realty . 4. See Article IV, Fiduciaries Act of 1949. Q) ~ 'r-! ;:3 Q) 0" 1""""! (J) U) (J) ~ ~ .r-! ::0 1""""! " .. 0 >- ~ cP H ~ t- W Cd lit H ::0 ~ e:::: t- u 10 H N W -< p::j G> <.(:S .--l Q.. t- ~ ~ u 0 .. 0 G> .--l 0 Vl ~ 0 0 0\ +J >- E-4 0 w e:::: w u '" ..c cP ::0 I l- I Q.. 0 ...c:: Q. b.O c 0 LL ... .--l Z t- ..J b.O 10 'r-! 0 H 0 LL ..J < 0 . \ ;:3 D... ~ == Z I W 0 < w ~ 0 ;.. ~ < ~ .--l > Z e:::: ~ CJ CJ N 'I ;1 0' - ~ ~ Z 0 c I! 0 l=Q ~ 0 V') Z E-4 0 .. e:::: -< ~ Q) U - < Z z I w z ...c:: H 0... +J " (J) ~ c ::3 IU I "+- a: CJ H 0 C>> ~ .,g " ..w cO C>> E ~ - ..! 0 :2 0 I 10 U LA: a:a I -J ~nventory of the real and personal estate of NETHA M. OCKER deceased I I, " .... 1. 36 "E" Street, Carlisle Borough, Cumberland County, PA. 90,000 00 2. M&T Bank - Checking Account . . . . . . . 6,640 08 3. Blue Cross/Blue Shield - Premium Refund . 158 45 TOTAl.. . . . . . . . . . . . . . . . . . . 96,798 53 ~'r ~ ~. I H10'i.RO'i REV <J!R(, This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent filIng. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. "1/11111"/""""" ".Itlt ~\\" OF PEi",,-- \\'~~.. ~~~ l ~ . .... ." :.t:~ ~~-~... ~~ f~I.. . ..~.. . ~~ ~ <:::)f F 1-::: ~ e,..;).fH'. . J:t:.~ ~ *~' .' ..........". ...~/ * ~ \. <::2 c~,... ... /~l ':.':. ~ . ~.::s.\\\ ~ ~p ~\.~\" ....~~-.11MENl \\\ ",1,1' "''''''1'' ,//~, J I IIIJ ""' li",- ~:cY~~~ Fee for this certificate, $2.00 P 6947659 J/\N 8 200, Date 21-2001-112 105. : 43 R... 2/87 COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH I. Netha M. Ocker AGE (Lasr a..",.,av) UNDER I YEAR Monl"- Oavs 87 =ltvlO NAME OF DECEDENT {fl'st. M.dd... la., v... UNDER I DIi:t Hours I MinIIl.. BIRTHPLACI: (C.tv aM Stale 01 F 0"'9" Coonr, VI 5. COUNTY OF OERH '..:x.,. . III. Lancaster ."".5 DECEDENT EVER IN U.S. ARMED FORCES? 'IU 0 No 4( MARITAL STATUS. MMned N_ M...*I. Widowed. Divorced (Spec:1Iy) 14. Widowed White SURVIVING SPOUSE lW""'e.IJ:'I"'m-._1 . " 11b. OECl:OENT'S MAIlING A SS (Str..1. CllyfTown, ~. Zip Codel One Masonic Drive Elizabethtown, PA 17022 '2. ,1a. Slat. PA 1fe. Cit -. dec:edenl1iYed ;" West DorlQ9al rwp. ,111. Cou Oid dec~ !lYe .. . Lancaster township? 17..0 ~~:::of MOTHER'S NAME (f.st. Middle. "'alden Sutnamel Dessie Forner Cifyltloro. ~. d METHOO OF OISPO TION . 0 8uri8l c;l C'emalioft 0 Oan.Iioft 01"., (SPeC:Iv\ . 21.. ,.. INFORMANT'S MAILING ADDRESS ISlr.. CIlvITown. Stale, LIP Codet _. 102 Petersbur Rd., Carlisle, PA 17013 PLACE OF DISPOSITION - Name of Camelaty, C,.malOty LOCATION. City/Town. Sial.. LOP Code orOl".,PIac. Cumberland Valley I 24. 27, ~AAT I: Enl., me Cli.ease.. inju'ieS or complicaliona which ~lISed rile List Only one caUM on each line. A 6J(f~f""""( 1~c1Y h L At\-t V'ryJ r- OUE 10 lOA AS A CONSEOUENCE OF): 28. . "Waximal. :=:-.::: I \ t....... PART II: OIher sigl>il\canl-.clilions contribuIlnglO de.,h. buI not ,.soIIlng in Iha under1ying _ given in PNfT I. lb. c. d. DUE 10 lOA AS A CONSEOUENCE OF): DUE lO(CA ASACONSEOUENCE OF); WERE AUlOPSY FINDINGS MANNER OF DEATH Il\AILA8LE PRIOR 10 COMPLETION OF CAUSE s--- 0 OF OERH? Natur81 Homicide Accident 0 P.nding Investigalion 0 Y.. D No 0 Suicide 0 Could not be delermlned 0 DATE OF INJURY (Monlh. Oav. 'rItar) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJURY OCCURAED. _ 0 NoD 21. 3010. JOe. PLACE OF INJURY. AI home, 'arm. 5\,eel. 'aCl"'Y. offic. building, .,C. (Spec."" 30e. M. JOe. 30d LOCATION (S"_. CotylTown. SIal.' :rt.. 2Ib. C€RTlFIER ICMlC~ oni'y one! 'CERTIFYING PHYSICIAN (Phys.coan <;....1""'"9 cause r:I ~ath when another Dl'vsw;oan has ptOt'OOnced death ano completed!tem 23l To the -., ot my knowledge, d.ath occurred _ to Itte cause(.) and manner.. alaled. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PRONOUNCING AND CERTIFYING PHYSIC'AN (Phvsoc..n 00111 PfOtlouoc'ng Ilealh and Ce<toI'f1"910 cause 01 ~ar") To the _ 0' my knowledgfl. dealh occunecsa' the lime, dale. and place. and du.'o lhe cause(a) and manne' as a.aled.. . . . . . . . . . . . . . . . . . . . . . . . . 31b. "'"!J LICENS NUMBER o 3'c. )V'l)dH JilL I'A 31d. r. 0 NA"'E AND AOORESS OF PERSON WHO COMPLETEO CAUSE OF DEATH (Item 271 Type or Print ~" r I- t"l f;;- ; ,It Cy (~....C u '( (1' ( (<./VV. r' (LJ-- (l cJ It... fv.-. - / ,1 , ~ l t 32. DATE FILED (Monlh Day. ,",al) cb .1\ aoo\ 'MEDICAL EXAMINER/CORONER On 'he b.ais of ..ami".Uon andlOf investlgalion, in mV opinion. dealh occur,ed af the lime, dal., and place, and due '0 Ihe cause(.) and mannar a. ,'aled.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3'a. REGISTRAR'S SIGNATURE AN o ~. ~b.L~~ Ic;4 ll~ \ 101 34. \ / / '. /- '/ 'Yc~' _~/C>o..:....) -/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG? PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARCUS A MCKNIGHT ESQ IRWIN ETAL 60 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER . C~UNTY ACN 04-30-2001 OCKER 01-05-2001 21 01-0112 CUMBERLAND 101 C/ ell ) V' ~ 4Y REV-1547 EX AFP <12-00) NETHA M Amount Remitted 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 ~ RE-Y-=is4-j-Ex--AFP--("1"27olff-NoTIcE--OF-"rNHEifiTAifcE-TAX-APPRAISEifENT-,--ALi-oWANCE-OR----------- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OCKER NETHA M FILE NO. 21 01-0112 ACN 101 DATE 04-30-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 90,000.00 .00 .00 .00 6,798.53 84,719.30 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 9,410.83 1,862.65 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 181,517.83 11.273.48 170,244.35 .00 170,244.35 NOTE: If an assessment was issued previoUSly, lines 14, IS and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 170,244.35 X 045 = 7,661.00 .00 X 12 = .00 .00 X 15 = .00 (19)= 7,661.00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-28-2001 AA478213 383.05 7,277.95 TOTAL TAX CREDIT 7,661.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIP' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: NETHA M. OCKER Date of Death: JANUARY 5~ 2001 Estate No.: 21-01-0112 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 13~ 2001 . Name Address Tanya Doporcyk Heather Doporcyk Motique Doporcyk Tiffany Doporcyk Jonathan Doporcyk Crystal Doporcyk Carolyn o. Burgard 2116 Walnut Bottom Road~ Carlisle~ P A 17013 c/o Carolyn Burgard 36 "E" Street Carlisle~PA 17013 " " 36 "E" Street Car1isle~ P A 17013 Date: Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. -4C?-1c$ 02/13/01 IRWIN, McKNIGHT & HUGHES Name Marcus A. McKnight III. Esquire Address 60 West Pomfret Street Carlisle, P A 17013 Telephone (717) 249-2353 Capacity: Personal Representative x Counsel for Personal Representative ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: NETHA M. OCKER Date of Death: January 5~ 2001 No. 21-01-0112 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: -X... Yes _ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes -LNo b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? -L Y es No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with Clerk of a han's Court and may be attached to this report. Date: 9/5/01 IRWIN, McKNIGHT & HUGHES Marcus A. McKnight IlL Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle~ PA 17013 City, State, Zip (717) 249-2353 Telephone Number Capacity: x Personal Representative Counsel for Personal Representative ,- . 1 , I :0 m s: }> (J) ::IJ m ^ }> (J) r- 0 0 ""0 0 Z "TI m )> 0 0 )> )> r CJ) -I C (j) -i s: m -1 m z -I m m z )> 0 n~ s: 0 r.\o 1'">' c -1 "TI )> "Tl -- "Tl ,.l s: m }..o ~ ()~ w-o no ~...:. CD ! m ~ m .. )> ~~ 0) :0 Z ~ ......0 rD~ l- (:::~~ to ,-,)> "j'; gj " ); ChI :"'M .3rri ro~ c' 0 ,4.' m ..~,.." '" JJ Z ::n -... ~"'. -I z~ ~....' s: f~J n~ !---> r- I '-0.-' f"n ; )> ;Z G !) ...... ' . , "-l <) -1 t.-~ Z ".:' 0- -~r 6 - l.- t:! . , l--' ''!'' )> )0;.--'" ~ '-' D~ l--" ~ r fU jI - 2 3 l- e t;] :;. ,,... - '", ~ ..:: ...". ~, ~ -:n ...... Jj ....J f (J) ~> ~':.. .::! ; '.l r, ] '", tJl f1 1 U ~ (f'~ .t:-- {......', ~ "T1 ~ 0 ::r: m :0 m n C' D C' :'J) A:1 ,. r~~ f'. I-i II-" f11 .r c.n (J.; r~ ~-1 .3 ,.,-. n t > 1 it "lJ - , f' '7 '-.-1 4:;.. 1j 3" ...... I'J ...,.., GJ t ;JJ ~ iTi ~ .~i ..J ~-"':! 0 0] fr,.,,,;" --l ->- uJ 'r' e ...,...~I Pi rJ1 Pl I -4 0'1 rJ) ~ "'T' .J,. rn . . :'X:: :11: --J !""';) f!) L~1 :0 m G) (j) -i m :D o II -~ r= fi) l:u m (') m <: m o " :u o ~ :0 --i m 0 0 --i m }> }> <: r 0 (J) )> Z (J) -n '-;:'m s: c 0 m )> ,.,.... f;O Z ~ 0 s: (J) 0 ) >j --i (J) GJ J:'~ C OJ :0 s: Z Z m 0 P--t -< ::IJ m l"'i --i r- Z "-1 n -0 --i }> , (5 () :J ! - . r- [f'! ( -.....". ,., \ " : ~J~{ U1 ~~ 'K\, '(. tF ~Jt ',j "~ lD ",J m ...,J "..J "'-.,i Ui '-0 fJl <S 5 ::r: m :0 m I J ,1- )> s: o c Z --i ~~!~8 :D~:D~~ ~~~~~ ~~~~~ F>"'z~~ " co!:; > -'TI:s: ... ~:DO "'oJ Cm"Tl N ;<" (X) r-mm ~ S~~ m -< en ~ )> Z )> o -n -n - (') - )> r- :D m (') m - -a -I Z :E: m :u =i, )It" zm OZ mZ )It(/) z< C~ m)> (/)Z ....- )It)lt .... m ~ >< z o i> )> .... ---.I CD N .... w !~... jl;t'