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Home My WebLink About01-0225 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~/' b/'-A-LI1-~d..J ~..."J'-l. No. ..::L,- 0 ,- c:l ~S also known as To: Register of Wills for the .2. - (;l. - C I , Deceased. County of eal'J1(jCR..L~J.l.!) in the Social Security No. I b 'i ~ :l..". ~ (.. &- ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executr> Y in the last will of the above decedent, dated "-ZJ u 1 "- (~7 I q ~ 'f and codicil(s) dated ..:l named , 19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) /"11 /1 -..J- <:'<..0"'" boe,..LA~ Decendent was domiciled at death in L'l <J ~ lC'\(C) /, !.r'a; .."J County, Pennsylvania, with h e..\"' last family or principal residence at l)'l'>!- It'\n ~ (Yo, N-+' I I <:l' 0) G ,,-4 ":":--Jo ~ W~ ~ I (list street, number and muncipality) Decendent, then <9/ ' years of age, died ?- - l ~- 0 , 19 at 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: Decendent at death owned 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 Pennsylvania situated as follows: $ $ $ $ S-'8' I a C QJ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters 7 ec "t A- ,." &l N r ~ (testamentary; administration c.La.; administration d.b.n.c.La.) theron. ~ CJl 'ir u 5 j :-2~ CJl~ <Ll.... cx;~ -00 c::";:: roo.o 3~ <Ll.... 30 t;; c:: Ol) iJi tlLQ.J~ "p A M ~ l A- A 4J C:I:::.j k<3-;-J b ro'~ L.. ~ 'S ~ ., c,J.,,~'S..J K.J<,;...,J.. ~ C L4 YT\ ,7 YJ ; /I P;i- I J 0 / I , ( OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1- ss COUNTY OF t!a/l1/JE,e.L,4!J~ J 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 represen- tative(s) of the above decedent petitione,(s) will well and [ nl~ administe, the est:;:r,wz.:law. Sworn ,to or, affirmed and SU,b scribed { ,~ ~ ~ _. bef~~'" day of 'tl "a ~ . ' . Ct. ~L) I ~ ~ / Regist r B: I In - 1 I 3> - g Iwr ~mf"()A.> N 21-01-225 o. Estate of BARBARA L. LEONHARDT , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 27, 2001 F9X_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated JULY 13 1994 described therein be admitted to probate and filed of record as the last will of BARBARA L. LEONHARDT and Letters TESTAMENTARY are hereby granted to PAMELA A. HOCKENBROCH 7n~ o. ~1JL;. e.lz ~ ~ ~Q<1t'N'r- Register of Wills FEES Probate, Letters, Etc. ......... $ 115.00 Short Certificates(8) .......... $ 24.00 ~ ~XrR4.rAG~S.) $ 9.00 JCP $ 5.00 TOTAL _ $ 153.00 Filed .. r.E;~~VM':f. P.,. . ?9.q~.... ... . .... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE MAILED LETTERS 'AND ORDERS TO EXECUTRIX FEBRUARY 27, 2001 ? H lO).gO\ REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death cl,uly 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. Jh '~ 'jAi4.A /~ ' Local Registrar Fee for this certifIcate, $2.00 p 7121472 ...i./JlllA 1.,1'6 .)001 Date H105.i4,JRev 2187 COMMONWEALTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH TYPE/PAINT IN PER....NENT SLACK INK ~ :il }d o :s ~ 4 2 SEX 'C-'CMAI E SlAlE FilE NUMBEFl :'"'tt~UR:N2.~ _ 4 ~ ~ 3 DATE OF O€ATH,McntI1, 0....,......, q-- (,. '^" ( 11. Joe I ~IO SUAVlYJHQ SPOUSE 11t........QlYelY\5llOWlNmeI E...) ..... c;ryltloto 1'Ic" ...0 .. k~ 1ygN('~ DUE~tA'7.~I"?U"iCE Of)'. , 'AI~I~ DUE AS A CONSEQUENCE Of): PART II: 0IhN aegniIIcMt c:ondIUona conuibuting IOde.th. bile ...~inlhe~c::awegMlniftAUnI { : ~~t~~ DUE 10(00 AS "'CONSEOUENCE Of}: ~ Cv.+- ..(-- WERE AlJ10PSY FINDtNGS MANNER OF DEATH. A\WlA8LE PAIOA 10 COUPi..EllOH OF CAUSE 13'" 0 OF OERH? ....w.. Homocws. .> Accldef"ll 0 Pendtog InWlSll9<llioll [J ..-> v.. 0 ... 0 $ulCkJe 0 Coutd not btt delllrm.n1tG [I DATE OF INJURY (Marlin, Oily, '(earl TIME Of INJURY INJURY 1J WORK? DESCRIBE HOIN INJURY OCCURRED. Va 0 ...0 30. J ... PlACE OF INJURY. AI horrMI, tium, Slfnl,ladOfl'. office bu4dinQ. Me. 'Spec.....l 2... 21b, 21. :th. ClAT~IER ICt>eQI en, onel "CERTWVIHG PHYSICIAN IPhySICoan Cet'ldylng cause ~ death wI',..." .lllOlhef Llh~s.c,an hdS plOflOUnced dedlh.lfllJ c.:QfT\pleled Ilem 231 TOlheb"lot.'f knoW~, desthOCt\lfhOdue\ott\ecau.e(s)andmaAl'l.ra. .latH." -PRONOUNCING AND CERTIFYING PHYSIC'AN ~Ph'j'':oICld'' tlG\l', >>':)llQUlX'f'g l,)E!'dlh dpd c.:e.I,t'j'l()y to Cduse 01 de"lhl To the besl 01 my kno"'~dgft. dealh occUlred ae!he lime. dale. and place, and due 10 the cause(s) and manner ill. slated ~ .MEDICAl EXAMINER/CORONER On the b..is o' ..aminaUon and/or investigalion. in my opinion, deelh occurred .'lhe lime, dale, and place, and due '0 the causecs) and menner .s ,Ia'ed ". .... REGI'1iR'S SIGNATURE fi,O NU ~.MBER~ _~LavU ~/~/~ -_._~-_._.- 099999-00013/June 20, 1994/EGM/NLB/36153-2 21-01-225 iEast lIill attb 0tstanttttt OF BARBARAL.LEONHARDT I, BARBARA L. LEONHARDT, of Lower Paxton Township, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II I give and bequeath my automobile(s), household goods, personal effects and other tangible property of like nature (not including cash or securities), together with any existing insurance thereon, unto those of my children who survive me, to be divided among them by my Executrix or successor with due regard for their personal preferences in as nearly equal shares as may be practical. 099999-00013/June 20, 1994/EGM/NLB/36153-2 ARTICLE III I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate, unto my then-living issue per stirpes by representation. ARTICLE IV In the event any beneficiary of my will has not attained the age of twenty-one (21) years at the time of my death, I direct that my Executrix or successor shall select a Custodian to hold such beneficiary's share as Custodian for such beneficiary under the Pennsylvania Uniform Transfers to Minors Act. ARTICLE V I name, constitute and appoint my daughter, PAMELA A. HOCKENBROCH, Executrix of this my Last Will and Testament. If my daughter , PAMELA A. HOCKENBROCH, fails to qualify or ceases to so act, I name constitute and appoint my son, KEVIN LEE LEMAY, alternate Executor to complete the administration of my Estate. I direct that neither fiduciary appointed herein shall be required to post bond for the faithful administration of the required duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this l'!Ii day Of.!}t.lr 1994. pf . ~rk -").q..~0 ~ (. . d{~4(SEAL) "BARBARA L. -LEONHARDT 099999-00013fJune 20, 1994fEGM/NLB/36153-2 Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. J 3 099999-00013/June 20, 1994/EGM/NLB/36153-2 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, BARBARA L.LEONHARDT, Etttr\LU1Li 61. m4lJ5 and (ri-':Jtu ~. llll/ i6 , 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 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 hislher knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. // t ~'~ It d- ~4t .'tL~.. ' ': . ?_/YJ ..~..t4:' BARBARA L. LEONHARDT ~1~ Witness I )Jj Subscribed, sworn to and acknowledged before me by BARBARA L. LEONHARDT, Testatrix, and E/J mLlna 6. J171jl r:5 and K fi:j w ( /1lt./L 1"..5 witnesses, this /3Kday Ot5f'-11994. ~tJtll{/l y; .'f3{NJ t-f. Notary Public 4 NOr. I SHARON L. PREBLE, NoIaI'Y Public l~Boco. O~Oounty My COmmission ExPh8 Mar. 24, 1998 E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Barb~ra L. Leonhardt Date of Death: February 12, 2001 Will No. Adm. No. 21-01-0022S To the Register: I certify that notice of estate administration 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 March 30,2001 : J ~ , . Name Pamela A. Hockenbroch Address 3537 Chestnut street Camp Hill PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6a) except: n/a Dare: March 30, 2001 \ ..~_... ~~~J- (Signature) .., Name: Steven M. Zeigler Address: 4909 Louise Dr. Ste 104 Mechanicsburg PA 17055 Telephone ( ) 717-697-73'3'3 - "', /:~ Capacity : x Personal Representative ' Counsel for Personal Representative ,. . ;{r-;)/3 -? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STEVEN M ZEIGLER STE 104 4909 LOUISE DR MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-13-2001 LEONHARDT 02-12-2001 21 01-0225 CUMBERLAND 101 ,') I )1- V * REY-1547 EX AFP 112-00) BARBARA A Allount Remitted PA:i7055 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 ~ REV:i54-j-EX-AFP-fi'2':ooY-NoricE--OF-iNHEifiTANCE-rAX-AppRA-isEMENT:--ALloWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEONHARDT BARBARA A FILE NO. 21 01-0225 ACN 101 DATE 08-13-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued preYiously~ lines 14~ 15 and/or 16~ 17~ 18 and 19 will r~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 59,892.25 X 045 = 2,695.15 .00 X 12 = .00 .00 X 15 = .00 (19)= 2,695.15 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) .00 .00 .00 .00 5~810.00 42,686.05 52,407.90 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitab1e/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 9,306.70 31. 705.00 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this for.. with your tax pay_nt. 100,903.95 41.0]1 70 59,892.25 .00 59,892.25 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-08-2001 AA496572 134.76 2,560.39 TOTAL TAX CREDIT 2,695.15 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 "CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No. 21 - 01 - 00225 Date of Death 2/12/2001 Social Security No. 164-26-4683 Estate of LEONHARDT, BARBARA L. also known as Pamela A. Hockenbroch The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Signature: ~X'-'0~ .' !A, I.D. No.: Signature: Signature: Address: Address: 3537 Chestnut Street Camp Hill, PA 17011 Telephone: 0 Telephone: \~ I, fa \ Dated: Personal Prooerty 1994 TOYOTA CAMRY AUTO 5,810.00 Total Personal Property $5,810.00 (Attach additional sheets if necessary) Total Personal Property and Real Estate $5,810.00 o P~EASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Barbara L. Leonhardt February 12, 2001 Estate No.: 21-01-00225 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: Yes X No 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 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 No X B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~~',L. . / Signature Date: March 30, 2001 Steven M. Zeigler Name (please type or print) 4909 Louise Dr Ste 104 lflechanicRburg Address 717-697-7333 (MAH:nnt/ AM3) Telephone No. Capacity: X Personal Representative Counsel for Personal Representative R.W. - 58 ,1\ V,},,-<:' ~I}J,~".~.. ~,~ 1",1 'f ~'t~ /0- J.-/3.... q REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONVv'EALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE OEPT.2aoe01 HARRISBURG, PA 17128-0801 DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) LEONHARDT, BARBARA L. ~ z W Q W o W Q 02112/2001 03118/1933 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST AND MIDDLE INITiAl) (}5X OFFICIAL USE ONLY FILE NUMBER 21 01 00225 NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER 164-26-4683 THIS RETURN MUST BE ALED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 3. Hem8lr'laaf Ketum (e1ale 01 aeatn prior to 1;l-13-82) . ,. Original Return 0 2. Supplemental Return w ~ 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death x;'$1Jl O~" after 12-12-82) !!!~O QQ . 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a living Trust (Attach o~~ ~" o1\Ni\l) copy ofTru,l) ~ ~ 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 12-31~91 and 1.1~95 [] 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach Sch 0) 0~ Steven M. Zei ler ~ ~ IRM NAME (If applicable) "'z 82 ELEPHONE NUMBER 71Z L697 -7333 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole~Proprietorship z Q 1= :l ;:! ii: ~ w ~ 4. Mortgages & Notes Receivable (Schedule D) 5. 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 (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent. Mortgage liabilities. & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 4909 Louise Drive Suite 104 'Mechanicsburg, PA 17055 (1) None-- .OFFICIAL.USE ONLY (2) None (3) None (4) None (5) 5,810.00 (6) 42,686.05 r (7) 52,407.90 (8) 100,903.95 (9) 9,306.70 (10) 31,705.00 (11) 41,011. 70 (12) 59,892.25 (13) 13. Charitable and Governmental Bequests/See 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 59,892.25 ~5.AmO\.lnt of Une ~4 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 16.Amount of Line 14 taxable at lineal rate 59,892.25 x .045 (16) 0 ~ => 17.Amount of Line 14 taxable at sibling rate .12 (17) ~ x '" Q 0 ~ 18. Amount of line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 2,695.15 2,695.15 20. 0 CHECK HERE IF yOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-(0) Decedent's Complete Address: STREET ADURESS 3537 CHESTNUT STREET CITY CAMP HILL ISTATE PA IZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 line 1 g) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 134.76 Total Credits (A + B + C) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (0 + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) 2,695.15 (2) 134.76 (3) 0.00 (4) (5) 2,560.39 (SA) (5B) 2,560.39 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;............................................................................. 0 b. retain the right to designate who shall use the property transferred or its income;................................ 0 c. retain a reversionary interest; or....................................................................................... .................... 0 d. receive the promise for life of either payments, benefits or care?.................. ............................. 0 2. If death occurred after December 12, 1 982, did decedent transfer property w~hin one year of death without receiving adequate consideration?....... ... ... .... ... .... ... ....... ... .... .... ... ... ....... ... ",. ,.. ,.. ... ... ...........,. ". ,.. ,.. ,........... 0 3. Did decedent own an Nin trust for" or payable upon death bank account or security at his or her death?...... 0 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation?........... .................................................................................. ................ IBI IBI IBI IBI IBI IBI IBI 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and slalements. and to the best of my knowledge and belief, it is true, COIlllcl and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN OF PERSON RESPONS:rJBL FOR FILING RETURN . ADDRESS (] nl I 3537 Chestnut Street ",L 0, ,J, ~ L(=..~, CampHill,PA 17011 -,,'~~K...N'A"V. AUURt::s:s 4909 Louise Drive Suite 104 Mechanicsburg, PA 17055 OATE \Sf,fo I sPlv;L,. For dates 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. ~9116 (a) (1.1) (i)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary, For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~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 (a) (1)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. S9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMON\/VEAlTH OF PENNSYLVANIA. INHERITANCE TAX RETURN RESIOENT OECEOENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF LEONHARDT, BARBARA L. I FILE NUMBER 21 - 01 - 00225 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 1994 TOYOTA CAMRY AUTO DESCRIPTION VALUE AT DATE OF DEATH 5,810.00 TOTAL (Also enter on Line 5, Recapitulation) 5,810.00 COMMONYJEAlTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF LEONHARDT, BARBARA L. I FILE NUMBER 21 - 01 - 00225 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 A PAMELA A. HOCKENBROCH ADDRESS RELATIONSHIP TO DECEDENT 3537 CHESTNUT STREET CAMP HILL PA 170II DAUGHTER JOINTLY OWNED PROPERTY: LETTER DATE 'lIV", vr " %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENTS INTEREST estate. I A 06/0 III 995 HOUSE AND LAND 82,250.00 50% 41,125.00 3537 CHESTNUT STREET CAMP HILL PA 170II 2 A 09/12/1995 SUSQUEHANNA V ALLEY FEDERAL CREDIT 2,237.33 50% I,II8.67 UNION CHECK ING ACCOUNT #9946-40 3 A 09/12/1995 SUSQUEHANNA V ALLEY FEDERAL CREDIT 884.76 50% 442.38 UNION SAVINGS ACCOUNT #9946-00 TOTAL (Also enter on line 6, Recapitulation) 42,686.05 COMMONlNEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF LEONHARDT, BARBARA L. FILE NUMBER 21 - 01 - 00225 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF NUMBER Include the name of the transferee, their relationship to deoedeni and the dale of transfer. ALUE OF ASSET DECO'S EXCLUSION TAXABLE VALUE Attach a copy of the deed for raalestate. INTEREST (IF APPLICABLE) I NATIONWIDE FINANCIAL SERVICES 38,566.79 100% 38,566.79 ANNUITY 2 NATIONWIDE FINANCIAL SERVICES 13,841.11 100% 13,841.11 IRA TOTAL (Also enter on line 7, Recapitulation) 52,407.90 COMMONV'tl1:AL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI-EDULE H ~EXPENSES& AIJI\IINS1RA11VE COS1S ESTATE OF LEONHARDT, BARBARA L. Debts of decedent must be reported on Schedule J. I FILE NUMBER 21 - 01 - 00225 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1 FUNERAL EXPENSES 3,465.70 2 COST OF MEAL AFTER FUNERAL 360.00 3 ENGRAVING OF HEADSTONE 78.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant PAMELA HOCKENBROCH Street Address 3537 CHESTNUT STREET City CAMP HILL State PA Zip 17011 Relationship of Claimant to Decedent DO"-Jht....... 4. Probate Fees CUMBERLAND COUNTY 153.00 5. Accountant's Fees STEVEN M. ZEIGLER, PC 1,750.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 TOTAL (Also enter on line 9, Recapitulation) 9,306.70 COMMONV\IEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF LEONHARDT, BARBARA L. I FILE NUMBER 21 - 01 - 00225 Include unreimbursed medical expenses. ITEM NUMBER I DESCRIPTION GMAC MORTGAGE ON HOUSE IN CAMP HILL, PA ACCOUNT #306485943 JOINT LIABILITY WITH PAMELA HOCKENBROCH, DAUGHTER AMOUNT 31,705.00 TOTAL (Also enter on Line 10, Recapitulation) 31,705.00