HomeMy WebLinkAbout01-0318
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~.." \1". ~ No. Ot /... 0 ,.. ?>1 V
also known as To:
Register of Wills for the
. Deceased. County of n,....La~ in the
Social Security No. Itl - 12. - 4141 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ale_?~ older an the executA'"
in the last will of the above decedent, dated ~~ ll, ''i!S{-
and codicil(s) dated
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in _Cow,t.W
h or last family or principal residence at h e......f-J"1
~' Pennsylvania, with
C!1WtI..~'-<<. f'A
,
(list street, number and muncipality)
De~e?q~nt.. th~? 7' years of age, died ~cJc ~ ,~I"Y) I ,
at~p'~bl - .
Except as follows, aecedent 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
~alue of real estate in Pennsyl~ni1L. .rx. n.. I.' 0
sItuated as follows: ~ ~ J:..!t!C! ~ IV
$ .206,~~ e
$
$
$ 100 I DO-O
WHEREFORE, petitioner(s) respectfully req~st(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~1 ~ iK...... ~
(testamentary; administration c. La.; administration d. b.n.c. La.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1. ss
COUNTY OF ~h'2./~ 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 petitioner(s) will well ~d truly ad!'llinister the estate according to law.
Sworn to or affirmed ~ subscribed { .~~ ~ a~d/ ~
before me this .3 day of. ~~I'J..ron HDGlGhlaYl Am f"...C; ~.
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,. No. 21-01-318
Estate of MARY J. HOCKMAN , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
MARCH 23
H 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 11, 1999
described therein be admitted to probate and filed of record as the last will of
MARY J. HOCKMAN
and Letters TESTAMENTARY
are hereby granted to
SHARON HOCKMAN AMES
'7JJo~e, ~..uuJF,t"',tl.~~,{)~~
Register of Wills
FEES
Probate, Letters, Etc. ......... $ 270.00
Short Certificates( 2~ . . . . . . . . .. $ 60.00
~.EX'.J:ll.P.G.G... $ 18.00
JCP $ 5. 00
TOTAL _ $ 353.00
Filed . tfMCJ;I, 2.3 s . 20.Ul . . . . . . . . . . . . . . . . .
o
A TIORNEY (Sup. Ct. 1.D. No.)
~~ clJ <ihw! ~ ~ CJJ<b ~
'10 C3
ADDRESS
-Wi
Z58 - -m7
PHONE
ATTORNEY TO PICK UP LETTERS MARCH 23, 2001
H105.805 REV 9/86
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 filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No. Date
l1:..... ~. ~b>-&'~
Local Registrar
p
7247534
MA~' 7 2001
'1
,"05.:<.'l Ro.. 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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NAME OF DECEDENT (flftl. Middle. I..)
1.
UNDER I OAr
HourI ! Minut"
IlRTHPlACi: (Cfy and
s... or Fer..", CCll.JnlfVl
Dillsburg PA
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DE DENT'S VAL UPAJ10H
oi-=:~-=-=:L~
etworlC Manager
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Carlisle
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laND OF 8USINESSIINOUSTRY
'MS OECEDENT EVER IN
U.S, ARMEO FORCES?
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SURVMNo Sl'OUSE
I" 1IrIfe. gn,oe "*'-',..",..
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OECEDENT'S WAILING ADORESS (SI,.... CiIyfIOwn. ~.l'IpCodet
33 Bentley Place
Carlisle PA 17013
lephone Company
12.
oeCEOE:NT'S
ACTUAL
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17.. Sf...
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Cumberland
Carlisle
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DuE 1O((lfl AS' CONSEDuENCE OF):
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DUE 10 COR AS A CONSEOUENCE OF):
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PART II: Other.igniflcanc~~lOdNth.b&a
,.. tMUfting in thII ~<*IM~.. PART l.
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DuE 1'0 (OR AS. CONSEOUENCE OF):
WERE AUTOPSY FINDINGS MANNER OF OEATH
-....8t.E PR"'" 1'0 ~
COMPlETION 01' CAuSE 0
OFOE.RH? ......" Homicide
-no ~nding 1",,"lig1itlon 0
...'f{f ....0 ...0 Suk:idlt 0 Could not be detennmed 0
OATEOFJ~URY
(Monlh. D.y, ..,)
TIME OF INJURY
DESCRIBE HOW INJURY OCCURRED,
... :lb.
CERTIFIER cCheck CWy onet
.CEIn'IFYINC PfNStCtAH (Physc"," Cf!'I1lf)1ng ~ cJ dHtrl wheI" at\Ol...... pt'Ivsc.an ....s ptOl"lOUnced deal'" at'IO corngle1ed"ern 231
...........0."" know...... delltt'loecUtNd ctu.to ltIeC.Uh(l)lndm.nM'.. II.ted",.""""..",..."..,..,.,....,
2'1.
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PlACE OF INJURy. AI. home, farm. str"l.lactory. oMee
building. etc. ISpeciy)
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.I'AONOUHONG ANDCERTWY1NQ PHYSICIAN (PhYSCtan boItlOll'onouncl/'lO QUltl and Certlfylno 10 cause of oeatt'll
To the M.- of Ifty kr\O_'-d'Olft. death occur'...... the Utne. cl.le, and plllee..nd clue to the caUM(a) and manMr.. l'.tH
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.MEDtCAL O:AMINEAlCORONEA
Oft the be.'s or ...m'netlon andlorinvestlgatiol'll.ln my opinion. death occurred al the time. date. and place. and due to the causeCs) and
"'anne'.s.tated,.,., ,.,',.,',..,',....,.",.""".",..".,..,...." '.."...".... ....,., ..,. ,... .....,..., .....
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REGISTRAR'S SIGNATURE AND M
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Ilast Bill aab mrstatlttnt ,1-1-0/- 3'~
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MAR Y J. HOC K MAN
I , MARY J. HOCKMAN I bei ng of sound and di sposi ng
mind, declare this to be my Last Will and Testament and
hereby revoke all prior wills and codicils made by me.
-1-
My Executrix shall pay from the residue of my
estate all my debts, funeral expenses, administration
expenses, and all estate, inheritance, succeSSlon and
transfer taxes imposed by the United States or any
state, territory or possesslon which shall become
payable by reason of my death. It shall not be
necessary to file any claims therefor, nor to have them
allowed by any court.
-2-
I give all of my tangible personal property as is
set forth in a separate, dated and unsigned letter of
i nstructi on, whi ch I shall pl ace wi th my Wi 11, to the
pe rsons the rei n desi gnated. In the event that any of
the persons designated are no longer alive to receive
said property, it shall become a part of the residue of
my estate. In the event that the parti cul ar item of
personal property cannot be located and it has not
already been given to the designated person as an inter
vivos gift, my Executor may substitute an item of
personal property of equivalent value from the residue
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of my estate. If there is any di sagreement as to
distribution, the decision of my Executrix shall be
final and binding.
If I have not left a letter of instruction or for
those articles not distributed under said letter of
i nstructi on or otherwi se desi gnated under my will, I
direct my Executrix to sell or dispose of at her
discretion and to add the net proceeds from their sale
to the residue of my estate. Any article allotted to a
minor may, as my Executrix deems advisable, be delivered
to the minor or to any person to safeguard ln behalf of
the minor.
-3-
bequeath all
of the
both real
I give, devise and
residue and remainder of my estate,
personal as follows:
a. Five percent (5%) thereof to my sister-in-law,
Jacqueline M. Hockman, per capita and not per stirpes.
If she predeceases me or fail s to survi ve me by si xty
(60) days, then this gift shall be added to subparagraph
"j" below.
b. Five percent (5%) thereof to my sister-in-law,
Amy K. Hockman, per capita and not per stirpes. If she
predeceases me or fails to survive me by sixty (60)
days, then this gift shall be added to subparagraph "j"
below.
c. Five percent (5%) thereof to my friend Pat D.
Hench, pe r capi ta and not pe r sti rpes . If she
predeceases me 0 r fa i 1 s to su rvi ve me by si xty days,
then this gift shall be added to sub-paragraph "j"
below.
d. Ten percent to my niece, Glenda S. Sterling, per
rest,
and
2
l
~
~
~
~
capita and not per stirpes. If she should predecease me
or fails to survive me by sixty (60) days, then this
gift shall be added to subparagraph "j" below.
e. Ten percent (10%) to my ni ece, Sharon Hockman
Ames, per stirpes.
f. Ten percent (10%) to my niece, Jennifer Hockman
Keller, per stirpes.
g. Ten percent (10%) to my ni ece, Penny Hockman
Crothers, per stirpes.
h. Ten percent (10%) to my niece Alma Hockman
Dougherty, per stirpes.
1 . Ten percent (10%) to my nephew, J . Gregory
Hockman, per stirpes.
j. Ten percent (10%) to Bosler Free Li brary,
Carlisle, this gift to be treated as anonymous.
k. Fi fteen pe rcent (15%) to All i son Uni ted
Methodist Church
-4-
I nominate, constitute and appoint my niece, Sharon
Hockman Ames, Executrix of this my Last Will and
Testament, to serve without bond or security, and to
make di stri buti on of my estate in cash or in ki nd, or
partly in cash and partly in kind, and in such manner as
she may determine. I request that she serve without
compensation, waive the customary fees for this service
and be reimbursed only for her out-of pocket expenses
and costs related to settling my Estate.
In the event my ni ece, Sharon Hockman Ames, fai 1 s
to survive me or is unable or refuses to act as
Executri x, then I nomi nate, consti tute and appoi nt my
nephew, J. Gregory Hockman, alternate Executor to serve
without bond or security or compensation. My alternate
3
~
~
"
Executor shall have all powers, privileges and
immunities as provided herein.
In the event my nephew, J. Gregory Hockman, fails
to survive me, is unable or refuses to act as alternate
Executor, I nominate and appoint Allfirst, Carlisle,
Pennsylvania, my bank, alternate Executor with all of
the powe rs , p ri vil eges and i mmuni ti es as p rovi ded
herein.
IN WITNESS WHEREOF, I, MARY J. HOCKMAN, Testatrix,
have to this my Last Will and Testament, set my hand as
seal this /I~ day of ./~~ 19'.7
~~.7.' ~"/"- (SEAL)
Signed sealed, published and declared by the above named
Testatrix, Mary J. Hockman, as and for her Last Will and
Testament, in the presence of us, who have hereunto
subscribed our names at her request as witnesses hereto,
in the presence of the said Mary J. Hockman, and of each
other. The preceding document consists of this and four
(4) other typewritten pages, each of which I have signed
on the marglns.
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residing at~..s"'7 ~cr' <';;~"./""J" R..-?
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4
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55
We,
~,..e:y::r: ~ cK,,-{/!-/t/ " CL' A- ,IV C I' 's
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d1'.so~
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and ~A,c;p ~.I":';'
The Testatrix and the witnesses respectively, whose
names are signed to the foregoing instrument, having
been duly qualified according to law, do hereby declare
to theundersigned authority that we were present and saw
the Testatrix sign and execute the instrument as her
Last Wi 11 and Testament; that she si gned it wi 11 i ngl y;
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 Testa
tri x, si gned the will as wi tness and to the best of
their knowledge the Testatrix was at that time eighteen
years of age or older, of sound mind and under no
constra; nt or undue i nfl uence; and that I, the sai d
Testatrix do hereby acknowledge that I signed and
executed the instrument as my last will, that I signed
it willingly and that I signed it as my free and
voluntary act for the purposes herein expressed.
~
and subscribed to befor~ me
I\~ day of ~~
Notarial Seal 5
David DeHass Hukill Notary Public
0alllisle Boro. Cumberland Countv
,Mlr\;j;;rnmission Eilpires June 16.2003
1+.;~"- ~.~--' ,
-
LETTER OF INSTRUCTION TO THE EXECUTRIX
OF THE ESTATE OF
MARY J. HOCKMAN
This letter of instruction which I have dated below and
initialled but have left unsigned is included with my Last Will and
Testament as provided under Paragraph -2- therein.
PLEASE DISTRIBUTE TO THE FOLLOWING INDIVIDUALS, AS
SPECIFIC BEQUESTS, THE ITEMS OF PERSONAL PROPERTY FROM MY
ESTATE AS LISTED BELOW:
1. To: SHARON HOCKMAN AMES, my niece, my diamond
solitaire ring and my library.
2. To: JENNIFER HOCKMAN KELLER, my niece, my engagement
ring.
3. To: PENNY HOCKMAN CROTHERS, my niece, all of my
remaining miscellaneous jewelry.
4. To: J. GREGORY HOCKMAN, my nephew, my red leather chair
and coin collection.
5. To: ALMA HOCKMAN DOUGHERTY, my niece, her choice of any
item of househol d or personal property not otherwi se
distributed.
6. To: any family member, any item of household or personal
property not di stri buted above, i ncl udi ng fami 1 y pi eces
such as my fathe r' s desk, mant 1 eel ock 0 r any of my
Smi th handmade che r ry di ni ng roon and bed room fu rni tu re ,
such distribution to be at the discretion of my
Executrix.
Dated: _~~ /~ /99'9
MARY J. HOCKMAN .JLr:Y /I--
(i ni ti al onl y)
-
NAMES AND ADDRESSES OF BENEFICIARIES OF
MARY J. HOCKMAN
Sharon H. Ames, niece,
519 Kansala Drive
Annapolis, MD 21401
(410) 573-0508
J. Gregory Hockman, nephew,
P.O. Box 738
70810 Ifert Road
Middletown, MD 21769
(301) 371-4626
Penny H. Crothers, niece
531 Hall Court
Havre de Grace, MD 21078
Alma H. Dougherty, niece
235 Boyd Road
Freeport, PA 16229
Pat D. Hench, friend
40 Garland Drive
Carlisle, PA 17013
Amy K. Hockman, sister-in-law
233 Boyd Road
Freeport, PA 16229
Jacqueline M. Hockman,
sister-in-law
822 Maxa Road
Aberdeen, MD 21001
Jennifer H. Keller, niece
1101 Broadmoor Court
Bel Air, MD 21014
Glenda S. Sterling, niece
8912 Natalie Avenue NE
Albuquerque, NM 87111
Bosler Free Library
West High & South West Streets
Carlisle, PA 17013
Allison United Methodist Church
99 Mooreland Avenue
Carlisle, PA 17013
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~lIlJO (U)9'~ ~ln"}l Aq p~l!nb~l UO!lUllS!ll!WPU ~lUlS~ JO ~:)!lOU lUlIl AJ!ll~:) I
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100,Jo SlfO-IO-I, .ON 3'II~ Yd SlfOO 100, .ON
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Allison United Methodist Church*
99 Mooreland Avenue
Carlisle P A 17013
Bosler Free Library*
West High & South West Streets
Carlisle P A 17013
*Charitable Trust Organizations
Office of the Attorney General
14th Floor Strawberry Square
Harrisburg P A 17120
Notice has now been given to all persons entitled thereto under Rille 5.6(a) and
listed in the Last Will and Testament except Amy K. Hockman, who predeceased Mary J.
Hockman,the decedent.
Date: b -8 -01
~ IL lw
Da id D. Hukill
P.O. Box 524
Carlisle P A 17013
Tel. No. (717) 258-3737
Capacity: Counsel for Personal
Representative
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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
STEPHANIE KLEINFELTER ESQUIRE
100 PINE STREET
HARRISBURG, PA 17101
-------- fold
ESTATE INFORMATION: SSN: 188-12-4747
FILE NUMBER: 21-2001- 0318
DECEDENT NAME: HOCKMAN MARY J
DATE OF PAYMENT: 12/04/2001
POSTMARK DATE: 12/03/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/05/2001
NO. CD 000600
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $100,509.86
I
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TOTAL AMOUNT PAID:
REMARKS: SHARON HAMES
C/O STEPHANIE KLEINFELTER
CHECK#124
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$100,509.86
MARY C. LEWIS
REGISTER OF WILLS
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Register of Wills of Cumberland County 1 Pennsylvania
INVENTORY
Estate of Marv J. Hockman
also known as
No. 2001-00318
Date of Death 03/05/01
, Deceased Social Security No. 188-12-4747
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 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 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.
Name of
Attom'Ylrd D r~
I.D. No.: (}.JJ \. f?t-
Address: P.O. Box 524
Carlisle, PA 17013-0524
Personal Representative:
4bior
Sharon Hockman Ames, Executrix
519 Kansala Drive
Annapolis, MD 21401
Telephone:717-258-3737
Dated~7~~/~
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Description
Value
PQ
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(Attach Additional Sheets if necessary)
otal: $911,900.90
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal
representative, include the value of each item, but such figures should not be extended into the total of the Inventory.
Form RW~7 (Cumberland Countv. Rev. 9/92)
l'
1 U.S. Series E Bonds Face Value $46,650.00 $ 87,698.06
2 1,491 shares Alltel Corp. $ 80,074.16
3 6,050 shares Sprint - PCS $137,698.00
4 12,100 Sprint - FON $262,509.50
5 Allfirst Bank, N.A. Checking Account No. 00431-8218-6 $ 10,153.78
6 Allfirst Bank - Certificates of Deposit Account No. 2000-000-1988373 $ 20,560.96
7 PNC Bank, N.A. - Certificate of Deposit No., 1200200671 Maturity Date $ 45,000.00
8/3/01
8 PNC Certificate of Deposit No. 21500206864 Maturity Date 9/23/01 $ 9,777.46
9 Waypoint Bank, N.A. - Certificate of Deposit No. 1000216200 Maturity $100,000.00
Date 12/14/01
10 Cash $ 445.68
11 Manufacturers and Traders Bank, N.A. - Certificate of Deposit No. $ 90,000.00
31005908163519 Maturity Date 8/17/01
12 American Express IDS Financial Services Account No. 11109571 7001 $ 35,939.49
13 Nuveen Tax Exempt Bond Fund Series 145 Cusip No. 670626712 $ 9,703.40
14 Car - appraised value $ 10,000.00
15 Household Furnishings and Miscellaneous Tangible Personal Property $ 7,130.00
16 Jewelry - Diamond Solitaire Ring, Engagement Ring $ 1,315.00
17 Coins - located in Safe Deposit Box $ 413.65
18 U.S. Treasury - Year 2000 income tax refund $ 76.00
19 Hoffman-Roth Funeral Home, Inc. - Refund $ 274.42
20 State Farm - Homeowners Insurance Refund $ 168.91
21 Prudential Policy No. 08738338 $ 1,731.00
22 Prudential 056930731 $ 195.00
23 PNC Bank, N.A. Certificate of Deposit Interest Check $ 218.17
24 PNC Bank, NA. Checking Account No. 50-0319-1327 $ 25.00
25 Waypoint Bank, N.A. Certificate of Deposit Interest Check $ 466.41
26 U.S. News & World Report - Subscription Refund $ 26.85
27 U.S. Treasury - Refund (Economic Stimulus) $ 300.00
Total $911,900.90
/~.-J/t7 - /'()
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
'*
C/
Rec;c;:
RD- .
l"....-
REV-Q8S EX AFP 112-811
STEPHANIE KLEINFELTER
MCNEES ETAL
PO BOX 1166
HBG
.02 FIB 13
'..1 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
Ai 0 :47 COUNTY
ACN
02-11-2002
HOCKMAN
03-05-2001
21 01-0318
CUMBERLAND
201
Amount Rellitted
MARY
J
CiBff
PA 17YYlrb<. ",
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
NOTE: To insure proper credit to your accountl subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
REY=48:1--Ex-AFP-Ti2:-6or----.-.-NcfficE--oF--DETE-iMI'NA;:ION-A'N-D-ASSES!rMEN.~..-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF HOCKMAN
MARY
J FILE NO.21 01-0318
ESTATE TAX DETERMINATION
ACN 201
DATE 02-11-2002
1. Credit For State Death Taxes as Verified
3.713.30
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
100.509.86
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
100.509.86
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE i .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATEI SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
\, /6 - ,;219- /0
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
Recer
R~r...
'--"':..
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
STEPHANIE KLEINFELTER
MCNEES ETAL
PO BOX 1166
HBG
'02
FEB 19
1\ 8 :45
C~erh
PA 1 tltQ~b,:c
02-11-2002
HOCKMAN
03-05-2001
21 01-0318
CUMBERLAND
101
Allount Rellitted
'*
REV-1541 EX AFP (12-01>
MARY
J
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=is'4-j-E3f-AFP--fi'2-=oOY-NcfficE--OF-'rtiHER-iTANCE-TAX-A-PPRjrisEMENT~--Ai:.i-oWAi'-CE-(rR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOCKMAN MARY J FILE NO. 21 01-0318 ACN 101 DATE 02-11-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
) CHANGED
U)
(2)
(3)
(4)
(5)
(6)
(7)
72.843.21
567.979.72
.00
.00
341.826.27
.00
4.895.02
(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. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 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. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
C ED TS:
PAYM N
DATE
12-03-2001
NOTE:
R CE PT
NUMBER
CD000600
(9)
(10)
31.724.63
680.73
(11)
(2)
(3)
(14)
.00
.00
.00
670.065.70
X 00 =
X 045 =
X 12 =
X 15 =
AMOUNT PAID
100.509.86
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
987.544.22
31.401; 36
955.138.86
285.073.16
670.065.70
(9)=
.00
.00
.00
100.509.86
100.509.86
100.509.86
.00
.00
.00
( 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.)
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HEATH L. ALLEN
N. DAVID RAHAL
CHARLES W. RUBENDALL II
ROBERT L. WELDON
EUGENE E. PEPINSKY, ..JR.
..JOHN H. ENOS m
GARY E. FRENCH
DONNA S. WELDON
BRADFORD DORRANCE
..JEFFREY S. STOKES
ROBERT R. CHURCH
STEPHEN L. GROSE
R. SCOTT SHEARER
WAYNE M. PECHT
ELYSE E. ROGERS
CRAIG A. LONGYEAR
DONALD M. LEWIS]II
BRIDGET M. WHITLEY
..JOHN A. FEICHTEL
ANN McGEE CARBON
ELIZABETH ..J. GOLDSTEIN
BARBARA A. GALL
STEPHANIE KLEINFELTER
KEEFER WOOD ALLEN & RAHAL, LLP
210 WALNUT STREET
P. O. BOX 11963
HARRISBURG, PA 17108-1963
ESTABLISHED IN IB7B
OF COUNSEL:
SAMUEL C. HARRY
PHONE (717) 255-8000
WEST SHORE OFFICE:
415 F ALLOWFIELD ROAD
CAMP HILL, PA 17011
17171612-5BOO
EIN NO. 23-0716135
www.keeferwood.com
WRITER'S CONTACT INFORMATION:
(717) 255-8037
Fax: (717) 255-8003
E-mail: skleinfelter@keeferwood.com
July 3, 2002
.~'- ,--";
... ",".
r-'-
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
Re: The Estate of Mary J. Hockman
File No. 2001-00318
PA File No. 21-01-0318
Supplemental Pennsvlvania Inheritance Tax Return
Dear Sir/Madam:
Please find enclosed for filing two Supplemental Pennsylvania Inheritance Tax
Returns (the Estate is requesting a $777.38 refund). A $15 check is enclosed in
payment of your fees.
Please date stamp and return for our records the enclosed copy of the tax return.
Thank you.
Very truly yours,
KEEFER WOOD ALLEN & RA,! L, LLP
)Ji!=--..J /fL )
Stephanie Kleinfelter
By:
SK/kpf
Enclosures
cc: Sharon Hockman Ames, Executor
David D. Hukill, Esq.
It - ~/9-/CJ
\' BUREll" OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
"0:/ ,
STEPHANIE KLEINFELTER
MCNEES ETAL
PO BOX 1166
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-29-2002
HOCKMAN
03-05-2001
21 01-0318
CUMBERLAND
101
-?
'-
*'
REY-1547 EX AFP lDI-D2J
MARY
J
LlPA 17108
Allount Rellitted
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 =is47-E3f-AFP--foY:02Y-NoYicE--oF-YNHEifiTAifclrTAx-A-PPRA-isEifENT~--Ai:lowAi,rcE-irR------------ ---__
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOCKMAN MARY J FILE NO. 21 01-0318 ACN 101 DATE 07-29-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
2,156.79
.00
.00
.00
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
7,462.50
.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
(8)
2,156.79
(11)
Cl2)
Cl3)
Cl4)
7.462 50
5,305.71-
1,591.72
663,168.27
NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~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
.00 X 045 = .00
.00 X 12 = .00
663,168.27 X 15 = 99,475.24
Cl9)= 99,475.24
TAX CREDITS:
""''''''.L''' II l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
12-03-2001 CDOO0600 .00 100,509.86
TOTAL TAX CREDIT 100,509.86
BALANCE OF TAX DUE 1,034.62CR
INTEREST AND PEN. .00
TOTAL DUE 1,034.62CR
· 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.)
-
c,
REV-1470 EX (&-88)
. INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDMDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Mary J. Hockman 2101-0318
REVIEWED BY ACN
ANITA MCCULLY 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted additional assets and debts.
ROWROW
Page 1
\., /6-01-/9-/0
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1n7 EX AFP (D1-D2)
STEPHANIE KLEINFELTER
MCNEES ETAL
PO BOX 1166
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-12-2002
HOCKMAN
03-05-2001
21 01-0318
CUMBERLAND
101
MARY
J
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i&O-j-ix-AFP--foY:02Y------...--iNifERITANCE--TA3f-STA-fEMENT-irF-AC-Couiff--...---------------------
ESTATE OF HOCKMAN MARY J FILE NO.21 01-0318 ACN 101 DATE 08-12-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-29-2002
PR I NC I PAL TAX DUE: ..........................................................................................................................................................._..............................................................
99,475.24
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-03-2001 CDOO0600 .00 100,509.86
07-23-2002 REFUND .00 1,034.62-
TOTAL TAX CREDIT 99,475.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
{ IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" {CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
. ~ .~...
. .'
Clck\
v/
"
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MALt cr. ~~
Date of Death: MMtw
c
-,
ZlXJ I
Will No.:
Admin. No.:2J-~-GiM
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 ijl No 0
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 No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal ~resentative state an account informally to the parties
in interest? Yes l.)ll No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to thiJre rt. n
.~ J..~ A
Si ture
l)lAtnJ v. \-kJ,,~U
Name
Date: ~
RD. a,,, Szq ~~10L3
Address
(IL -V 2'08 - 3187
Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
IN THE MATTER OF
MARY J HOCKMAN, DECEASED
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
NO. OF 21-01-0318
ORPHANS' COURT DIVISION
APPROVAL OF ACCOUNT, RELEASE, REFUNDING,
AND INDEMNIFICATION AGREEMENT
rf--
This Agreement ("Agreement") made on thisIL day of S~h~(, 2002, by and
between Sharon Hockman Ames, Executrix of the Estate of Mary J Hockman ("Estate"), and all
the beneficiaries under the Will, Sharon Hockman Ames, Penny H. Crothers, Pat D. Hench,
Jacqueline M. Hockman, Glenda S. Sterling, J. Gregory Hockman, Alma H. Dougherty, Jennifer
H. Keller, Allison United Methodist Church and Bosler Free Library ("Beneficiaries").
BACKGROUND:
Mary J Hockman died on March 5, 2001. Her Last Will and Testament dated September 11, 1999,
was duly admitted to probate by the Cumberland County Register of Wills on March 23, 2001, at which
time Letters Testamentary were granted to Sharon Hockman Ames.
Partial distribution of stock and/or its equivalent in money were made in December of2001 and in
February of 2002 to all beneficiaries.
The Beneficiaries desire that the Estate be distributed without the formality of a court accounting,
and the Executrix is willing to relinquish possession of the assets to the Beneficiaries upon receipt of a
satisfactory release, refunding and indemnification, which it is the purpose of the document to provide.
AGREEMENT:
In consideration of the willingness of the Executrix to transfer the assets without the formality of a
Court approved accounting and petition, and agreeing to be legally bound hereby and knowing the
Executrix is relying hereon, the Beneficiaries each, individually and as a representative of those who may
hereafter claim through them, and on their behalf, hereby severally:
1. Waive the filing in court of an account of the administration of the Estate and a petition for
distributing of the Estate to the Beneficiaries;
2. Declare that they have examined the attached account and distribution statement of the
Executrix, and accept and approve it with the same force and effect as if it had been prepared
and filed with, audited, adjudicated and confirmed absolutely by a court of competent
jurisdiction and as if the balance of principal and income had been awarded by the Court in
accordance with the distribution statement;
3. Approve and direct the distribution of the balance of principal and income to the Beneficiaries
as shown in the account and distribution statement;
4. Absolutely, unconditionally and irrevocably release, remise and forever discharge Sharon
Hockman Ames in her individual capacity, in her capacity as Executrix of the Estate, of and
form any and all manner of actions, causes of action, suits, liens, debts, dues, sums of money,
accounts, reckonings, bonds, bills, specialties, covenants, contracts, controversies,
agreements, promises, variances, trespasses, damages, judgments, extents, executions, claims,
demands, losses, costs and expense whatsoever in law, admiralty or equity, in any way arising
from or in any way regarding the administration of the Estate and distribution in accordance
to the account and distribution statement, without a Court accounting and adjudication;
5, Agree to refi.md as necessary to the EXeCtltrix and her heirs; personal representatives,
successors and assigns, any monies reasonably necessary in connection with the
administration of the Estate and its distribution not paid from the Estate, including, hut not
limited to any additional Federal Estate, Gift and Generation-Skipping Transter Tax,
Pennsylvania Inheritance tax or any other death taxes, and any Federal or Pennsylvania
income taxes together with penalties, interest, and costs incidental thereto; provided, that such
amount(s) shall not exceed the value of property received from the Estate.
6. IndemnitY Sharon Hockman Ames, in her individual capacity, in her capacity as Executrix of
the Estate of and from any and all manner of actions, causes of action, suits, liens, dehts, dues,
sums of money, accounts, reckonings, bonds, bills, specialties, covenants, contracts,
controversies, agreements, promises, variances, trespasses, damages, judgments, extents,
executions, claims, demands, losses, costs and expense whatsoever in law, admiralty or
equity, in any way arising from or in any way regarding or relating to the administration of
the estate and statement of distribution, without a Court accounting and adjudication;
provided, that such amount(s) shall not exceed the value of property received from the Estate.
MISCELLANEOUS PROY ISIONS:
1. Entire Agreement. This Agreement constitutes the entire wlderstanding among the parties
hereto concerning the subject matter hereof, and supersedes any and an prior written
agreements and any and all prior or contemporaneous oral agreements or understandings
relating to the subject matter hereof.
2. Waivers, Amendments. This Agreement may not be amended, modified, superseded,
canceled, renewed or extended, nor may any term or condition hereofbe waived, except by
written instrument or document signed by all parties hereto or, in the case of a waiver, signed
by the party sought to be charged therewith. No waiver by any party of the breach of any
provision hereof shall be deemed to constitute a waiver of any continuing or subsequent
breach of such provision or any other provision hereof. Except as otherwise provided herein,
the rights and remedies expressly granted hereunder shall be cumulative with respect to, and
shall not be deemed to exclude any other rights and remedies to which any party shall be
entitled at law or in equity.
3. Parties in Interest. This Agreement shall be binding upon and inure to the benefit of the
parties hereto and their respective heirs, successors, personal representatives, and those who
may hereafter claim through and ofthe parties.
4. Governing Law. This Agreement shall be governed by and construed in accordance with the
laws of the Commonwealth of Pennsylvania, without regard to choice-of-the-Iaw provisions.
The courts of the Commonwealth of Pennsylvania shall have exclusive jurisdiction over any
action to enforcQ or interpret the terms of the Agreement.
5. Construction. References to persons or things shall be deemed to refer to such persons or
things in the singular or plural and in the masculine, feminine or neuter gender as the context
shall require.
6. Al!l'eement Severable. This Al!l'eement shall be deemed to be severable. so that if any
- - ,~
provision hereof shall be determined by a court of competent jurisdiction to be invalid or
unenfo~eable, the remaining provisions hereof shall continue to remain valid and enforceable
in l;lcCQrdance with their terms.
7. CQI.IAt~arts. This Agreement may be executed in multiple counterparts, each of which may
contain the signatures of one of more of the parties, all of which, taken together, shall
constitute one and the same instrument.
IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have
executed the Agreement and have affIXed their respective seals hereto, as of the date set forth
herein_
WTTNESS:
, (SEAT,)
Penny H. Crothers, as beneficiary of the Estate
WTTNESS:
, (SEA L)
Pat D. Hench, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jacqueline M. Hockman, as beneficiary of the Estate
WITNESS:
_ (SEAL)
Glenda S. Sterling, as beneficiary of the Estate
WITNESS:
, (SEAL)
J. Gregory Hockman, as beneficiary of the Estate
WITNESS:
, (SEAL)
Alma H. Dougherty, as beneficiary ofthe Estate
WITNESS:
, (SEAL)
Jennifer H. Keller, as beneficiary of the Estate
IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have
executed the Agreement and have a1TlXed their respective seals hereto, as of the date set forth
herein_
\\1TNESS:
,(SEAL)
~haron Hockman Ames, individually, as a heneficiary of
the Estate, and as Executrix of the Estate
~&:-
~:rtdt/t~ (SEAU
Penny . rothers, as beneticiary of tIle Es~te
WITNE~~:
. (SEAL)
Pat D. Hench, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jacqueline M. Hockman, as beneficiary of the Estate
WITNESS:
, (SEAL)
Glenda S. Sterling, as beneficiary of the Estate
WITNESS:
, (SEAL)
J. Gregory Hockman, as beneficiary of the Estate
WITNESS:
, (SEAL)
Alma H. Dougherty, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jennifer II. Keller, as beneficiary of the Estate
IN WITNESS WHEREOF; and Lntending to be legally bound hereby; the parties hereto have
execuled lhe Agreemenl and have afflxed their respective seals hereto. as of the date set forth
herein_
WITNESS:
,(SEAL)
Sharon Hockman Ames, individually, as a heneficiary of
the Estate, and as Executrix of the Estate
WITNESS:
, (SEAl.)
Penny H. Crothers, as beneficiary of the Estate
WITNESS: \;}
b~j)~~ t'~D~~ . (SEAL)
Pat D. Hench, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jacqueline M. Hockman, as beneficiary of the Estate
WITNESS:
, (SEAL)
Glenda S. Sterling, as beneficiary of the Estate
WITNESS:
, (SEAL)
J. Gregory Hockman, as beneficiary of the Estate
WITNESS:
, (SEAL)
Alma H. Dougherty, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jennifer II. Keller, as beneficiary of the Estate
IN WITNESS WHEREOF, and Lntending to be legally bound hereby, the parties hereto have
executed the Agreement and have affixed their respective seals hereto, as of the date set forth
hereLn,
WITNESS:
,(SEAL)
Sharon Hockman Ames, individually, as a beneficiary of
the Estate, and as Executrix of the Estate
WITNESS:
, (SEA L)
Penny H. Crothers, as beneficiary of the Estate
WITNESS:
, (SEAL)
Pat D. Hench, as beneficiary of the Estate
WITNESS:
e4dl:!L .J. ~L--wJ j<J
~SEAL)
ueline M. Hockman, as beneficiary of the Estate
WITNESS:
. (SEAL)
Glenda S. Sterling, as beneficiary of the Estate
WITNESS:
. (SEAL)
J. Gregory Hockman, as beneficiary of the Estate
WITNESS:
. (SEAL)
Alma H. Dougherty, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jennifer H. Keller, as beneficiary of the Estate
IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have
executed the Agreement and have alTIxed their respective seals hereto, as of the date set forth
herein _
WITNESS:
WITNESS:
WITNESS:
WITNESS:
WITNESS:
()1. ! I-' L
I-,,:-V~JU~,~ rOf(l/)U'
WITNESS:
.,. -
WITNESS:
WITNESS:
,(SEAL)
Sharon Hockman Ames, individually, as a heneficiary of
the Estate, and as Executrix ofthe Estate
, (SEAL)
Penny H. Crothers, as beneficiary of the Estate
, (SEAL)
Pat D. Hench, as beneficiary of the Estate
, (SEAL)
Jacqueline M. Hockman, as beneficiary of the Estate
.h~~J '- \
. (SEAL)
f the Estate
, (SEAL)
J. Gregory Hockman, as beneficiary of the Estate
, (SEAL)
Alma H. Dougherty, as beneficiary of the Estate
, (SEAL)
Jennifer II. Keller, as beneficiary of the Estate
IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have
executed the Agreement and have alTlXed their respective seals hereto, as of the date set forth
herein_
WITNESS:
,(SEAL)
Sharon Hockman Ames, individually, as a heneficiary of
the Estate, and as Executrix of the Estate
WTTNESS:
, (SEAT,)
Penny H. Crothers, as beneficiary of the Estate
WTTNESS:
, (SEAL)
Pat D. Hench, as beneficiary ofthe Estate
WTTNESS:
, (SEAL)
Jacqueline M. Hockman, as beneficiary of the Estate
WITNESS:
. (SEAL)
Glenda S. Sterling, as beneficiary of the Estate
?h~
EAL)
kman, as beneficiary of the Estate
WITNESS:
. (SEAL)
Alma H. Dougherty, as beneficiary of the ~state
WITNESS:
, (SEAL)
Jennifer II. Keller, as beneficiary of the Estate
IN WITNESS WHRREOF, and intending to be legally bound hereby; the parties hereto have
executed the Agreement and have affIXed their respective seals hereto, as of the date set forth
herein
WITNESS:
,(SEAL)
Sharon Hockman Ames, individually, as a heneficiary of
the Estate, and as Executrix of the Estate
WTTNRSS:
, (SRAL)
Penny H. Crothers, as beneficiary of the Estate
WTTNRSS:
, (SEAL)
Pat D. Hench, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jacqueline M. Hockman, as beneficiary of the Estate
WITNESS:
. (SEAL)
Glenda S. Sterling, as beneficiary ofthe Estate
WITNESS:
, (SEAL)
J. Gregory Hockman, as beneficiary of the Estate
WITNESS:
0aL<l1f. ~
~/1/ J(J~,(SEAL)
Alma H. Dougherty, as enefi of the Estate
WITNESS:
, (SEAL)
Jennifer H. Keller, as beneficiary of the Estate
IN WITNESS WHEREOF, and intending to be legally bound hereby, the parties hereto have
executed the Agreement and have afftxed their respective seals hereto, as of the date set forth
hereLI'!,
WITNESS:
,(SEAL)
Sharon Hockman Ames, individually, as a heneficiary of
the Estate, and as Executrix of the Estate
WTTNESS:
, (SEAL)
Penny H. Crothers, as beneficiary of the Estate
WTTNESS:
, (SEAL)
Pat D. Hench, as beneficiary of the Estate
WITNESS:
, (SEAL)
Jacqueline M. Hockman, as beneficiary of the Estate
WITNESS:
. (SEAL)
Glenda S. Sterling, as beneficiary ofthe Estate
WITNESS:
, (SEAL)
J. Gregory Hockman, as beneficiary of the Estate
WITNESS:
, (SEAL)
Alma H. Dougherty, as beneficiary of the Estate
iZ;~L
, (SEAL)
lIer, as beneficiary of the Estate
WITNESS:
?~ c;;;:~
~
;..t- - , (SEAL)
thodist Church, as beneficiary of the
WITNESS:
Bosler Free Lihrary
, (SEAL)
.
WTTNESS:
~:- O.l.A
, (SEAT.)
Al1ison United Methodist Chw'ch, as beneficiary ofthe
Estate
~~K~~
Bosler Free Library
, (SEAL)
. '
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
phone: (717) 240-6345
Date: 2/07/2003
SHARON HOCKMAN AMES
519 KANSALA DRIVE
ANNAPOLIS, MD 21401
RE: Estate of HOCKMAN MARY J
File Number: 2001-00318
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's deathr shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/05/2003
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYr
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
j . 1
cc: ~ Fl e
Counsel
Judge
o
REV-1500 EX + (6-00) OFFICIAL USE ONLY
; COMM6NWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE lip - Z I cr - / 0
DEPT. 280601 INHERITANCE TAX RETURN FilE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0318
COUNTY CODe YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Hockrran, Mary J. 188-12-4747
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
03/05/01 06/22/1922 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK r Original Return ~' Supplemental Return ~ (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Comf:romise 5. Federal Estate Tax Return Required
(date of death after 2-12-82)
PRIATE 8. Decedent Died Testate 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach copy of WHI) ~Attach a copy of TNSI)
BLOCKS 9. Litigation Proceeds Received 10. fousaI Poverty Credit (date 01 death between D 11. ElecliOlllo tax under Sec. 9113(A)
, -31-91 and 1-1-95) (Attach 5ch 0)
;rn1$1$~lj~ijl!!_UiliIWiMJl!!QRil_...i!CQij~'i$i'fi!AlWti<<.ll\lliQIlMAnQ!il$ilQl!Ul:lll!lljll_pf9i
NAME COMPLETE MAILING ADDRESS
COR- Ste~"'~~'e IQeinfelter P.O. Box 1166
RE- FIRM NAME (If Applicable) 100 Pine Street
SPON
DENT McNees Wallace & Nurick IJ.C Harrisburg, PA 17108-1166
TELEPHONE NUMBER
717-237-5228
y~ OglCIAL USE;9NL Y
1. Real Estate (Schedule A) (1) 72,843.2';; . - :0(1)
2. Stocks and Bonds (Schedule B) (2) roo
567,979.7 .' to 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) No~ I::) .....~.
~'::':~ '-':"\
Mortgages & Notes Receivable (Schedule D) (4) N~ C"J C': ,'<;"
4. '. ,.',
I
5. Cash, Bank Deposits & Miscellaneous Personal .:-.... A ~~~',
Property (Schedule E) (5) 341,826.2"7 -0
6. Jointly Owned Property (Schedule F) ,"" A
D Separate Billing Requested (6) No~ <. -
RECA- 1..11
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 4,895.02
8. Total Gross Asseta (total Lines 1-7) (8) 987,544.22
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 31,724.63
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I) (10) 680.73
11. Total Deductions (total Lines 9 & 10) (11) 32,405.36
12. Net Value of Estate (Line 8 minus Line 11) (12) 955,138.86
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) 285,073.16
has not been made (Schedule J)
14. Net Value SUbJect to Tax (Line 12 minus line 13) (14) 670,065.70
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount 01 Une 14 taxable at the spousal tax
rale, or transfers under Sec. 9116 (a)(1.2) X.O (15)
TAX 16. Amount of line 14laxable at linea! rate 0.00 X.O 45 (16) 0.00
-
COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collateral rate 670,065.70 x.15 (18) 100,509.86
19. Tax Due (19) 100,509.86
20. D ~~ij~kjj$l!eijj*QQAAejjEQij!($TIi\@Ajj~i'lPQji(AN~ij~A_i'fi1
.... ......... ...... ..............".".......,..,...",...",...".,.,.,...,",."..,)~Wa!$'$QRI!('!tQ:AN$Wa'tA4Ii:QI1!i$1t!QI\I$.P!ll,!"A$'~j!'i\!%\"RI!(qijepKMA%lii;?:',," ..... ....
o PA15001
NTF 29755
Copyright2QOO GreatlandlNelco LP - Forms Software Only
.
Estate of: Mary J. ~
21-01-0318
SUM\1ARY OF ALlLCATICNS TO BENEFICIARIES
Taxable at collateral rate
Jacqueline M. Hock:m3n
Pat D. Hench
Sharon Hock:m3n AIres
Jennifer Hockrran Keller
Penny Hockrran Crothers
Alrra Hockrran Dougherty
J. Gregory Hockrran
Glenda Sterling
47,512.19
47,512.19
95,024.38
95,024.38
95,024.38
99,919.41
95,024.38
95,024.39
670,065.70
PA REV-1500 EX (6-00)
EKl
Page 2
Dee ent's Complete Address:
STREET ADDRESS
275 South Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
,. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credtt
B. Prior Payments
C. Discount
(1)
100,509.86
Total Credits (A + B + C)
(2)
0.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Totallnterest'Penalty (0 + E)
4. If Line 2 is greater than Une 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.
Meke Check Payable to: REGISTER OF WillS, AGENT
~[g'~~!~~!~!~Ag~8EE8!i~a~u~~fI8~~!~~t!2i!~!~;;*l;1~~~~!~~~~'~i!f~![~3k~j
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .........,............................. ~ ~
:: ~:::~ :h;e~~~~i~On:~:~~:r:s;:~ .S.h~~I. ~~~ ~~~ ~~~~~~ ~r~,n~~~r.r~~ .~r .i~S. i~~~~~;. . . .' .' .' .' " .' .' .' .' .' .' .' .' .' " , ,
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? ',..........,..........""..........,.........".. D ~
3. Did decedent own an ~in trust for~ or payable upon death bank account or security at his or her death? D ~
4, Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ,........",.......",.......""........"",......".. ~ D
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 peilalties of ~rlUlY, I declare that I have examined this return including accompanying schedules and statements, and to the best of my
knowledge and behef, It is true, correct and complete. Declaration 01 preparer other than the personal representative is based on information of
which preoarer has any knowledge.
SIG ATURE OF P RSON RESPONSIBLE FOR FiliNG RETURN ATE
/)/
(3) 0.00
(4)
(5) 100,509.86
(5A) 0.00
(5B) 100,509.86
DATE
ADDRESS
P.O. Box 1166, Harrisburg, PA. 17108-1166
[72P.S, 1 9116 (a)(l.l) (i)].
For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse Is 0% [72 P.S. !t 9116 (a) (1,1) (ii)].
The statute fin",,, nn! "'YAmn! a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or aiter July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age Of younger at death to or for the use 01 a natural parent, an adoptive parent,
or a stepparent of the child is 0% 172 P.S. 19116(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. Ii 9116(1.2) [72 P.S, '91 t6(a)(1)].
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. !t 9116(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.
o PA15002
NTF 29756
Copyright 2000 GreatlandlNelco Lp. Forms Software Only
Estate of: Mary J. Hockm3n
21-01-0318
The following person(s) are signing the return as representative(s) of the estate:
Sharon Hockm3n AIres
REV-1502 EX + (1-97)
CC.MMONW~LTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
l'Bry J. Hockrran
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-01-0318
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 Jointly-owned with right of survivorshIp must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 Residence
275 South Bentkey Place
Carlisle, PA 17013
72,843.21
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 Nelco,lnc.
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
72,843.21
B NO. 2502-0265 ,'r
A. B. TYPE OF LOAN:
U.S. DEPARTMENT Or. HOUSING & URBAN DEVELOPMENT I.nFHA 20FmHA 3.1 JCONV. UNINS. 4. OVA 5.0CONV.INS.
SETTLEMENT STATEMENT 6. ~~~,~,~~~~~~,'" I 7. LOAN NUMBER:
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
(terns marked "[POC)" were paid outside the closing: they are shown here for Informationsl purposes and are not included in the totals.
to 3~' (MUU..EN, ROBIN.PF'OIMULLeN, ROB1N/O)
D. NAME AND ADDRESS OF BUYER: E NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER
P. Robin Mullen Estate of Mary J, Hockman
641 S. Hanover Street c/o Attorney David Hukill
Carlisle. PA 17013
I
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23-2267691 I. SETTLEMENT DATE:
33 Bentley Place Broujos & Gilroy, PC
Carlisle. PA July 31. 2001
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
4 North Hanover Street
Carlisle. PA 17013
J. SUM ARY OF UY R'S TRANSACTION K. S MMA Y OF SELLE . T AN AC ION
01. Contract Sales Price 79.000.00 401. Contfact Sales Price 79.00000
)2. Personal ProDertv 402. Personal Prooertv
)3. Settlement Charaes to Buver (Une 1400) 1.269.00 403.
)4. 404.
)5. 405.
r n
16. CitvfTown Taxes to 406. CitvfTown Taxes \0
\7. County Taxes 08/01101 to 01/01102 14798 407. County Taxes 08/01/01 \0 01101102 147.98
'8. Assessments 08/01/01 to 07/01/02 729.01 408. Assessments 08/01/01 to 07/01102 729.01
9. 409.
O. 410.
1 411.
2 412.
O. GROSS AMOUNT DUE FROM BUYER 81,145.99 420. GROSS AMOUNT DUE TO SELLER 79.87699
a. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
1 OeoMit or earnest money 500.00 501. Excess Deposit (See Instructions)
~. Prind031 Amount of New Loan(s) 502. Settlement Charnes to SeUer Une 1400) 7.033.7B
1. Existina loan!s.) taken subject !o 503. Existina loan 5) taken subiect to
I 504. Payoff of first Mortgage
, 505. Pavoff of second Mortoa e
, 506.
507. (Deposit disb. as oroceeds)
508.
509.
Adjustments For Items Unoal eler A(1{Ustments or terns n aid e er
. CitvlTown Taxes \0 510. CityfTown Taxes \0
County Taxes \0 511. County Taxes \0
Assessments to 512. Assessments to
513.
514.
515.
516.
517.
51B.
519.
TOTAL PAID BY/FOR BUYER 500.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 7.033.78
CASH AT "ETTLEMENT FROMO BUYER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 79.876.99
Gross Amount Due From Buyer (Line 120) 81.145.99 601. Gross Amount Due To SeUer (Line 420) ( 7,033.75
Less Amount Paid By/For Buver (line 220) ( 50000 602. Less Reductions Due Seifer (Line 520)
CASH(X1ffIOM~ 80645.99 603. CASH ( X TO)( FROM) SELLER 72.84321
~ undersigned here k receipt af mpt t d copy of pages 1&2 of this statement & any attachments referred to he,\n.
Buyer ~ l L \; n . Seller Uu.. <T' I - ~"J~'
P~"UI st eof ry . Hocrn, I, .
I I .. ..II
OM
,-:0..
.
cio tomey D id Hu .
HUO.' (J.86)RESPA, 11'843052
,
'00. TOTAL COMMISSJnN Based on Price " L. SETTLEMENT CHARGES Pa-Z
DIvISIon of Commission (line 700las Follows' 7 I6lRoonnOL A 7An on
701. $ 2,395.00 to Jack Gaughen Realtors . PAID FROM PI\ID FROM
702. $ 2.34~.~o to George L. Ebener & Associates BUYER'S SELLER'S
703. CommIsSIOn Paid at Settlement fUNDS AT FlINCSAT
104. Transaction ree SETTLEMENT seHl.EMENT
30. P A IN 10 Jack Gauahen Realtor ERA 4,740.00
101 Loan Orinination Fee CI T L A 100.00
0.0000 % 10
\02. Loan Discount % to
:03. Appraisal Fee to
,04. Credit Report to
05. Lender's Inspection Fee to
06. Mortaaae Ins. Aoo Fee to
07. Assumption Fee to
Q8.
19.
10
11.
In.IT SRE IR y 0 0 I
OVA
11. Interest From to @ $
12. MIP Totlns. for UfeOfLoan for months to Jday ( days 0/0)
3. Hazard Insurance Premium for 1.0 years to
4.
5.
RVE'" OEPO"IT L
)1. Hazard Insurance
)2. ~rtoaoelnsurance months $ ner month
)3 GJtvfT own Taxes months $ ner month
14. County Taxes months $ ner month
15. Assessments months $ ner month
16. months @ $ per month
,7 months ~ $ Der month
months @ $ per month
'8. months fro $ Der month
O. TIT' ~ CHAR 5
1. Settlement or Closino Fee to
2, Abstract oc Title Search to
3. Ti1le Examination 10
4 Title Insurance Binder to
5. Deed Review . to David Hukill, ESQuire
3. Notarv Fees to Cash 12500
'. Attorney's Fees to BfOUjOS & Gilroy, PC 350
includes above item numbers: 450.00
\. Title Insurance to
(includes above item numbers. -,-
1. Lender's Coverage $
\, OWner' 5 Coverage $
.
.
Homeowners Assoc July Fee to Halcyon Hill Homeowners Assoc. 6000
. GOV"RNMFNT RFcO"OING ANO T ARGE"
. Recording Fees: Deed $ 25.50: Mortgage $ Releases $ 25.50
Citv/Countv Tax/Stamns: Deed . Mortnaae 790.00
State Tax/Stamos'. Revenue Stamos : Mortoaae 790.00
. AnnlTlnNAI ~FTT~NT CHADGES
. Survey to
Pest Insrlection \0
2001/2 School Taxes to Darlene Mover 79667
SewerMJater ta Boroooh of Carlisle 701-5553-01 37.11
AHS.Home Warranty '0 Jack Gaughen Realtor ERA 38500
. TOTAL SETTLEMENT CHARGES (Enter on L.ines 103, Section J and 502. Section K) 1.26900 7.033.78
;;gning page 1 of this statement. the signatones acknowledge receipt of a completed copy of p e 2 of thiS two page statement
lined to be a true copy.
( MULLEN. ROBIN I MUllEN ROBIN I"!
REV-1503 EX + (1-97)
CQMMONWt'ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary J. Hockm:m
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-01-0318
All property Jointly-owned with right 01 survivorship must be disclosed on Schedule F.
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
1 U.S. Series E Bonds
Face Value $46, 650 . 00
87,698.06
Principal
Accrued Incare
30,741. 26
56,956.80
2 6, 050 shares Sprint - PCS
3 12, 100 shares Sprint - FClN
4 1,491 shares Alltel Corp.
137,698.00
262,509.50
80,074.16
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
567,979.72
REV-1504 EX + (1-97)
COMMq~WEALT,H OF PENNSYLVANI
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary J. Hockrran
Schedule C-1 or C.2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest
other than a sole-propiertorship. See instructions for the supporting information to be submitted for soJe-proprietorships.
SCHEDULE C
CLOSELY-HELD CORPORATION
PARTNERSHIP or SOLE-PROPRIETORSHIP
FILE NUMBER
21-01-0318
of the decedent,
ITEM
NO.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
7 CPA41 NTF 10906
Copyright Forms Software Only, 1997 NelcQ, Inc.
TOTAL (Also enter on line 3. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1507 EX + (1-97)
. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
Mary J. H=km3n
All rODertv Jolntlv-owned with the rlaht of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
21-01-0318
VALUE AT DATE
OF DEATH
None
7 CPA71 NTF 10907
Copyright Fonns Software Only, 1997 NeICQ, Inc.
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0.00
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
MaIy J. Hocknm1
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0318
Include proceeds of litigation & dale proceeds were received by the estate. All DrOD. lolntlv-owned with rlcht of survlvorshlc must be disclosed on Sch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE OF DEATH
1 Cash
445.68
2 Allfirst Checking Account No. 00431-8218-6
10,153.78
3 Allfirst Bank - Certificates of Deposit
Account No. 2000-000-1988373
20,560.96
4 PNC Bank, N.A. - Certificate of Deposit No. 1200200671
Maturity Date 08/03/01
45,000.00
5 PNC Certificate of Deposit No. 21500206864
Maturity Date 09/23/01
9,777.46
6 PNC Bank, N.A. - Certificate of Deposit Interest Check
218.17
7 PNC Bank, N.A.
Checking Account No. 50-0319-1327
25.00
8 Waypoint Bank, N.A. - Certificate of Deposit No. 1000216200
Maturity Date 12/14/01
100,000.00
9 Waypoint Bank Certificate of Deposit Interest Check
466.41
10 Manufacturers and Traders Bank, N.A. - Certificates of Deposit
No. 31005908163519
Maturity Date 08/17/01
90,000.00
11 Arrerican Express IDS Financial Services
Account No. 1110 9571 7 001
AXP Stock Fund Class A
AXP High Yield Tax-Exerrpt Fund Class A
12 Nuveen Tax Exerrpt Bond Fund Series 145
Cusip No. 670626712
35,939.49
9,703.40
13 Car - appraised value
10,000.00
14 Houselhold Furnishings and Miscellaneous Tangible Personal
Property
7,130.00
15 Jewelry
Diamond Solitaire Ring
Ergagerrent Ring
1,315.00
Total fran =ntinuation oaoe (s)
1,090.92
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 NelcQ, Inc,
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
341,826.27
Page 2
Estate of: M3J:y J. H=kman
21-01-0318
SCHEDULE E -- Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
16 Coins - located In Safe Deposit Box
413 . 65
17 U.S. Treasury - Year 2000 incCltl"l8 tax refund
76.00
18 HofflT'aIl-Roth Funeral Harre Inc. - Refund
274.42
19 US New & World Report - Subscription Refund
26.85
20 U.S. Treasury - Refund (Economic Stim.1lus)
300.00
TOTAL. (Carry forward to rrain schedule) . . . . . .
1,090.92
5-24-21301 1,39PM
FRo.1 RlFE CHEVROLET 71 72437436
P. 1
~.~
RUFE CHEVROLET, Inc.
1601 Ritner Hwy.
CARUSLE, PA 17013
Telep one 243-5021
May 24,2001
To Whom It May Concern:
Ref: Estate of Mary 1. Hockman
The average wholesale value of a 1999 Chevrolet Lumina LS sedan IS
approximately $10,000. This amount can vary slightly up or down
depending on the overall condition of the vehicle.
.
Frank McKee
Sales Manager
Rufe Chevrolet
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE, PA 17013
71 )-249-1978
April 3, 2001
TO: David D. Hukill
Attorney
PObox 524
Carlisle, Pa. 17013
FROM: William G. Rowe
Appraiser
211 Old stone House Road
Carlisle, Pa. 17013
RE: Estate of Mary J. Hockman
33 Bentley Place
Carlisle, Pa. 17013
PAGE 2
LIVING ROOM
Mahogany Breakfront
Glass Baskets (2)
Mug
Stein
Lamps
Prints
Milkglass
End Table
Bisque Birds (2)
Knick Knacks
History Book (Local)
Lion Head Chair
Wing chair
Drop Leaf Table
Oriental Rug (New)
Sofa
End Table
Pair Lamps
Pair Chairs
$ 200.00
25.00
10.00
10.00
30.00
20.00
10.00
5.00
20.00
10.00
40.00
100.00
40.00
100.00
90.00
1 00 .00
65.00
20.00
30.00
DINING ROOM
Dining Room
Table/4
Rug
Tankard W/ 6 Mugs
High Chair
Blue Willow China- English
Pattern Glassware
Tankard
Japanese Tea Set
Fish Plate
Misc. China
Tea Pot
Pink Depression Glass
Pattern Glassware
Suite- Raymond Smith, Shippensburg
Chairs/Server/ Corner Cupboard 1500.00
50.00
110.00
85.00
80.00
40.00
10.00
30.00
10.00
15.00
40.00
10.00
25.00
PAGE 3
KITCHEN
Microwave
Small refrigerator
Toaster
2 Plastic Chairs
Wall Hangings
Flatware
Small T V
Every Day Dishes
Pots/Pans
Housewares
$ 20.00
45.00
5.00
5.00
10.00
10.00
10.00
10.00
10.00
5.00
CLOSET
Ironing Board
Sweeper
stool
10.00
15.00
5.00
SITTING ROOM
Entertainment Center
Television
VCR
Bookshelves
Office Supplies
Books
Chair
Antique Telephone
Base Cabinet
Towels, Softwares
Sewing Items
Mantle Clock
Knick Knacks
Upholstered Chair
Hide-A-Bed, single
Cedar Chest, Small
Walnut Dresser- Marble top
Book Shelf
40.00
85.00
30.00
75.00
10.00
30.00
15.00
65.00
10.00
10.00
5.00
50.00
15.00
30.00
25.00
20.00
200.00
20.00
PAGE 4
BEDROOM
Bedroom Set- Raymond Smith, Shippensburg
Bed (Dresser/Stand/Desk/Stool
Table- Hand Made
Rocker
Minature Blanket Chest
Night Stand- 1930's- 2 Drawer
Sewing Stand
Prints
Quil t
Lamps
Dresser Set
Chair
Collection of Jewelry- Costume etc.
COLLECTION COINS-MEDALS-TOKENS
Proof sets (6)
Inaugral Medals- presidental
Bi-Centennial Medals & Tokens
Proof Dollars (10)
Tokens
Political Buttons
Silver Coinage (Mixture)
Silver Coinage- Quarters & Halves
Silver dollars (4)
Indian Head Pennies
Silver Halves
Silver Quarter
Silver Dimes
Buff alo Nickles
$ 850.00
85.00
40.00
100.00
110 .00
15.00
10.00
100.00
10.00
10.00
10.00
450.00
60.00
75.00
45.00
100.00
15.00
65.00
30.00
330.00
35.00
30.00
95.00
35.00
70.00
60.00
PAGE 5
BASEMENT
Metal Chairs
Table/Chairs
Misc. Household
Knick Knacks
Bicycle
G E Washer & Dryer
Stepladder
Luggage
Dehumidifier
Punch Bowl
Glassware
Childs Tea Set
Iron Kettle
Kitchenware
Christmas Items
Truck- Buddy L
$ 15.00
20.00
15.00
20.00
10.00
120.00
10.00
5.00
20.00
5.00
10.00
40.00
5.00
15.00
10.00
150.00
i
TOTAL $7130.00
~r~
William G. Rowe
Parlu~r Jewelers
824 NORTH COLLEGE STREET
CARLISLE. PENNSYLVANIA 17013-1304
(717) 249-3531
C. THOMAS PARKER
CONSTANCE F. PARKER
Appraisal for estate purposes for:
Mary 1. Hockman
C/o Law offices of Dave Hukill
P.O. Box 524
Carlisle, P A 17013
1. Ladies six prong Tiffany style diamond solitaire ring. Appears to be fourteen
karat yellow gold with platinum tipped prongs but ring is not marked. Diamond
is approximately .70 carat round brilliant cut with a flat culet and thick to thin
girdle. Diamond measures 5.7mm x 3.5mm. Color G-H, Clarity 12. Finger size 6.
Value: $800.00.
2. Ladies square illusion head solitaire ring. Fourteen karat yellow gold shank with
palladium illusion head. Diamond is an old mine cut with a large cu1et and thick
girdle. Diamond measures 4.0mm x 2.6mm weighing approximately one-quarter
carat. Color G-H, clarity 12 with many external flaws like chips. Finger size 5.
Value: $250.00
3. Ladies ring with three diamonds. Center diamond is in an illusion head mounting.
Diamond is a round brilliant cut measuring 3.3mm x 2.Omm weighing
approximately.13 carat. Color F, clarity VS2. Two single cut .01 carat diamonds
are set in four prongs each, one on either side of center diamond. "14K Keepsake"
stamped inside. Has ring guard to make ring a smaller finger size.
Value: $200.00.
4. Fourteen karat yellow gold plain wedding band 3mm wide. Finger size 8.
Value: $40.00.
5. Ladies shell cameo brooch 25mm x 18mm with sterling silver filigree 4mm frame
with four 1. 75mm simulated pearls.
Value: $25.00.
All evaluations were done with stones in mountings.
Allpric~~oA __
~~ f-.;lf-ol
C. Thomas Parker - Date
Constance F. Parker
,
F
R
o
M
COMMERaAl COIN COMPANY
p.o. !lOX .7
1.n MARKET llll__I
CAMP HJU. FeUU8YlVANIA 17011
~mw@~@rn
NO J
TREPHONI! (717) n748111
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FORM #6463 COLWELL
Champaign, IL 61820
TRIPUCATE
REV.1509 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
M3.ry J. Hockman
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-01-0318
If an asset was made )olnt 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
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR MADE Include name of financial institution and bank DATE OF DEATH DECO'S
JOINT account number or similar identifying number. VALUE OF
NO. TENANT JOINT Attach deed for jointly.held real estate. VALUE OF ASSET INTEREST DECEDENT'SINTERES
None
TOTAL (Also enter on line 6, Recapitulation) $ 0.00
T
7 CPA91 NTF 10909
(If more space is needed, insert additional sheets of the same size)
Copyright FOnTls Software Only, 1997 NelcQ, Inc.
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mal:y J. H=krran
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-01-0318
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 Allfirst IRA 4,895.02
Beneficiary: Alrra H. Ibugherty
TOTAL (Also enter on line 7, Recapitulation) $ 4,895.02
7 CPA01
NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary J. Hockrran
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-01-0318
Debts of decedent must be repor1ed on Schedule I.
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 California Cafe - Funeral Reception 468.45
2 Flowers - Merrorial Service 68.90
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.00
Name of Personal Representative{s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 27,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 515.00
5. Accountant's Fees 200.00
6. Tax Return Preparer's Fees 0.00
See Schedule attached
Total fran continuation page (s) 2,972.28
TOTAL (Also enter on line 9, Recapitulation) $ 31,724.63
7 CPA11 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
Estate of: Mal:y J. H=krrBn
SCHEDULE H, PART B - - Administrative Costs
Item
No. Description
7 Cumberland Cotmty Register Of Wills - Short Certificates and _
8 Cumberland Cotmty Register Of Wills - Fees Charges To File
Inventory And PA Inheritance Tax Return
9 TIle Sentinel - Legal Advertisement
10 Parker's Jewelry - Jewelry Appraisal
11 Cumberland Law Journal - Legal Advertiserrent
12 Cumberland Coin Ccrrpany - Coin Appraisal
13 Liden Hall Antiques - Household Appraisal
14 Borough - Water and Sewer
15 PP&L - Electric Service
16 Verizon - Phone Service
17 HALYCCN Harre CMners Association Dues
18 State Farm Holreowners Insurance
Premium payrrent - Refund ($183-$168.91)
19 Merry Maids - Cleaning Service
20 PA Departrrent of Transportation - Car Registration
21 Rufe Chevrolet - Vehicle Repairs
22 Wayne Shade - Deed Preparation
23 Hockrrans and AIres- Shipping and Storage Costs
24 Sharon H. AIres - Reimbusrerrent Of Expenditures The Executor
Incurred To Travel To PA To Maintain The Decedent's Property and
Administer The Estate
25 Allfirst Bank, N.A. - Safe Deposit Fee
26 Sprint - Telephone
27 Nathan & Lewis Securities, Inc. - Legal Transfer Fees
'I'O'LAL. (Carry forward to rrain schedule) . . . . . .
Page 2
21-01-0318
Arrount
51. 00
25.00
84.11
111. 30
75.00
12.50
105.00
56.90
295.88
220.05
180.00
14.09
148.40
36.00
81.29
100.00
743.82
370.79
9.67
145.23
75.00
2,941. 03
Estate of: Mary J. Hockrran
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
28 Allfirst Bank, N.A.
Miscellaneous Charges
WI7\L. (Cany forward to rrain schedule) . . . . . .
Page 3
21-01-0318
Arrount
31.25
31. 25
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Merry J. Hockm3n
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-01-0318
DESCRIPTION
AMOUNT
1 M8NA - Credit Card Account
20.01
2 Universal Card - Credit Card Account
217.65
3 PA Depart=t of Revenue - 2000 Individual Incorre Tax
38.00
4 M:lffit Pease Lim Assoc. - Medical Services
299.43
5 SprirB" Road Family Practice - Medical Services
25.60
6 Hartzel Eye - Medical Services
16.00
7 Miscellaneous Checks - Cleared After 03/05/01
$ 20.00
$ 25.00
$ 9.04
54.04
8 Borough - Personal Tax
10.00
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
680.73
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1513 EX + (1-97)
. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Mar ' J. Hockm3n
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distribulions)
21-01-0318
RELATIONSHIP TO DECEDENT AMOUNT OR
Do Not List Trustee(s) SHARE OF ESTATE
See Schedule attached
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Bosler Free Library
West High & South West Streets
Carlisle, PA 17013
142,536.58
2 Allison United Methodist Church
99 M::oreland Avenue
Carlisle, PA 17013
142,536.58
TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
285,073.16
7 CPA13 NTF 10913
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
Estate of: Ma1:y J. Hockm3n
SCHEDULE J, Part 1 -- Taxable Distributions
Item
No.
Narre and Address of Beneficiary
1 Jacqueline M. Hockm3n
822 Maxa Road
Aberdeen, MD 21001
2 Pat D. Hench
40 Garland Drive
Carlisle, PA 17013
3 Sha= Hockm3n AIres
519 Kansala Drive
Annapolis, MD 21401
4 Jennifer Hockm3n Keller
1101 Broadrroor Court
Bel Air, MD 21014
5 Penny Hockm3n Crothers
531 Hall Court
Havre de Grace, MD 21078
6 Alrra Hockrmn Dougherty
235 Boyd Road
Freeport, PA 16229
7 J. Gregory Hockrmn
P.O. Box 738
70810 Ifert Road
Middletown, MD 21769
8 Glenda Sterling
8912 Natalie Avenue
Albuquerque, NM 87111
Relationship
sister-in-law
None
niece
niece
niece
niece
nephew
Page 2
21-01-0318
Arrount
47,512.19
47,512.19
95,024.38
95,024.38
95,024.38
99,919.41
95,024.38
95,024.39
REV-1649 EX + (1-97)
COMMONWEALTH OF
PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary J. Hockrren
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
FILE NUMBER
21-01-0318
Do not complete this schedule unless estate Is making election to tax assets under Section 9113(A) of Inheritance & Estate Tax Act
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust.
This election applies to the Trust(marital, residual A, S, By-pass, Unified Credit, etc.).
If a trustor similar arrangement meets the requirements of Section 9113(A), and:
a. The trust or similar arrangement is listed on Schedule 0, and
b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the
election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property
is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of
the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable
asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
DESCRIPTION VALUE
None
Part A Total $
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made.
DESCRIPTION VALUE
0.00
None
7 PA16491
NTF 1 0882
Part B Total $
(If more space is needed, insert additional sheets of the same size)
0.00
Copyright Forms Software Only, 1997 Nelco, Inc.
"
"ltl~ild; ~~,;..~, ::......
A.lO _~ ~. ..
/t~~.:.~> ".'. ...--/.:.1<... >:
:. JI;j~\; .
~._../" .. -'" ',';tr ~
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,:,' ".'\ ~':: ,":~;'.I:;""-"
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~~;~,~,'
'.-~"'r~;-"'
" ".
WHEREAS, on the 23rd
dated September 11th 1999
was admitted to probate as
--.
Register of Wills of CUMBERLAND County, Pennsy~
Certificate of Grant of Letters
No. 2001-00318 PA No. 21-01-03]8
ESTATE OF HOCKMAN MARY J
(LA~~,tlK~~, MlUUL~)
Late of
CARLISLE BOROUGH
CUM~~KLANU CUUN~I,
,.....1._
Deceased
Social Security No. 188-12-4747
day of March
2001 an im
the last will of HOCKMAN MARY J
(LA~~, tlK~~, MlUUL~)
late of CARLISLE BOROUGH CUMBERLAND County, who died on tho
5th day of March 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in a. j f
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby ce~tif:
that I have this day granted Letters TESTAMENTARY
to SHARON HOCKMAN AMES
who has duly qualified as Executor(rix)
and has agreed to administer the estate according to law, all of which full
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 23rd day of March 2001.
7) )(L!(f (f ~,,; ~&i 0 ~J;::w. Q~..&
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**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
11last mill anb westament
o F
MAR Y J. HOC K MAN
f;'''';
,
I, MARY J. HOCKMAN, bei ng of sound and di sposi ng
mind, declare this to be my Last Will and Testament and
hereby revoke all prior wills and codicils made by me.
-1-
My Executrix shall pay from the residue of my
estate all my debts, funeral expenses, administration
expenses, and all estate, inheritance, succession and
transfer taxes imposed by the United States or any
state, territory or possession which shall become
payable by reason of my death. It shall not be
necessary to file any claims therefor, nor to have them
allowed by ~Q~ court.
-2-
I give all of my tangible personal property as is
set forth in a separate, dated and unsi gned 1 etter of
instruction, which I shall place with my Will, to the
pe rsons the rei n desi gnated. In the event that any of
the pe rsons desi gnated are no longer a 1 i ve to recei ve
said property, it shall become a part of the residue of
,
my estate. In the event that the parti cul ar item of
personal property cannot be located and it has not
already been given to the designated person as an inter
vivos gift, my Executor may substitute an item of
personal property of equivalent value from the residue
}
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of my estate. If there is any disagreement as to
distribution, the decision of my Executrix shall be
final and binding.
If I have not left a letter of instruction or for
those articles not distributed under said letter of
instruction or otherwi se designated under my will, I
direct my Executrix to sell or dispose of at her
discretion and to add the net proceeds from thei r sale
to the residue of my estate. Any article allotted to a
minor may, as my Executrix deems advisable, be delivered
to the minor or to any person to safeguard in behalf of
the mi nor.
-3-
bequeath all
my estate,
of
both
and
the
rest,
,. .,,' ~ \.
I give, devise and
residue and remainder of
personal as follows:
a. Five percent (5%) thereof to my sister-in-law,
Jacqueline M. Hockman, per capita and not per stirpes.
If she predeceases me or fai 1 s to survi ve me by si xty
(60) days, then this gift shall be added to subparagraph
"j" below.
b. Five percent (5%) thereof to my sister-in-law,
Amy K. Hockman, pe r capi ta and not pe r sti rpes. If she
predeceases me or fai 1 s to survi ve me by si xty (60)
days, then this gift shall be added to subparagraph "j"
below.
real
c. Five percent (5%) thereof to my friend Pat D.
Hench, pe r capi ta and not pe r sti rpes . If she
predeceases me or fails to survive me by sixty days,
then this gift shall be added to sub-paragraph "j"
below.
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NOV-19-2001 OJ:05P FROM:HUKIL 7172581165
TO: 23"75300
below.
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d. Ten percent: to my"riiece,-aienda S. St:erli"ng, per
2
P:5
capita and not per stirpes. If she should predecease me
or fails to survive me by sixty (60) days, then this
gift shall be added to subparagraph "j" below.
e. Ten percent (10%) to my ni ece, Sharon Hockman
Ames, per stirpes.
f. Ten percent (10%) to my niece, Jennifer Hockman
Keller, per stirpes.
g. Ten percent (10%) to my niece, Penny Hockman
Crothe rs, per stirpes.
h. Ten percent (10%) to my niece Alma Hockman
Dougherty, per stirpes.
i. Ten percent (10%) to my nephew, J. Gregory
Hockman, per stirpes.
j. Ten percent (10%) to Bosler Free Library,
Carlisle, this gift to be treated as anonymous.
k. Fifteen pe rcent (15%) to All i son Uni ted
Methodist Church
-4-
I \
I
,
I nominate, constitute and appoint my niece, Sharon
Hockman Ames, Executrix of this my Last Will and
Testament, to serve without bond or securi ty, and to
make di stri buti on of my estate in cash or in ki nd, or
partly in cash and partly in kind, and in such manner as
she may determine. I request that she serve without
compensation, waive the customary fees for this service
and be reimbursed only for her out-of pocket expenses
and costs related to settling my Estate.
In the event my ni ece, Sharon Hockman Ames, fa; 1 s
to survive me or ;s unable or refuses to act as
Executri x, then I nom; nate, const; tute and appc; nt my
nephew, J. Gregory Hockman, alternate Executor to serve
----' -- -......."....;.." n.... r"mn~n~ati,...,.,. Mv a't"::lr"ate
~
~
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Executor shall have all
-immunities as provided herein.
In the event my nephew, J. Gregory Hockman, fai 1 s
powers,
privileges and
to survive me, is unable or refuses to act as alternate
Executor, I nominate and appoint Allfirst, Carlisle,
Pennsylvania, my bank, alternate Executor with all of
the powers, privileges and immunities as provided
herein.
IN WITNESS WHEREOF, I, MARY J. HOCKMAN. Testatrix,
have to this my Last Will and Testament,
sea 1 thi s //</ day of ./# ~
set my hand as
19 .P'.7
#ayX ~-?;?_
(SEAL)
Signed sealed, published and declared by the above named
Testatrix, Mary J. Hockman, as and for her Last Will and
Testament, in the presence of us, who have hereunto
subscribed our names at her request as witnesses hereto,
in the presence of the said Mary J. Hockman, and of each
other. The preceding document consists of this and four
(4) other typewritten pages, each of which I have signed
on the marglns.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
We,
d4-,<.y:/. dc.K:::/t'(,4 ,M', // J4 ~ c /S
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and ~1J,&ft ~..u'/'J..
The Testatrix and the witnesses respectively, whose
names are signed to the foregoing instrument, having
been duly qualified according to law, do hereby declare
to theundersigned authority that we were present and saw
the Testatrix sign and execute the instrument as her
last Will and Testament; that she signed it willingly;
and that she executed it as her free and vol untary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testa
trix, signed the will as witness and to the best of
their knowledge the Testatrix was at that time eighteen
years of age or older, of sound mind and under no
constraint or undue influence; and that I, the said
Testatrix do hereby acknowledge that I signed and
executed the instrument as my last will, that I signed
it willingly and that I signed it as my free and
voluntary act for the purposes herein expressed.
::::T.
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and subscribed to befor~ me
II~ day of ~~
<-":""""-f."","",~_',~~
., .
LETTER OF INSTRUCTION TO THE EXECUTRIX
OF THE ESTATE OF
MARY J. HOCKMAN
This letter of instruction which I have dated below and
initialled but have left unsigned is included with my Last Will and
Testament as provided under Paragraph -2- therein.
PLEASE DISTRIBUTE TO THE FOLLOWING INDIVIDUALS, AS
SPECIFIC BEQUESTS, THE ITEMS OF PERSONAL PROPERTY FROM MY
ESTATE AS LISTED BELOW:
1. To: SHARON HOCKMAN AMES, my ni ece, my di amond
solitaire ring and my library.
2. To: JENNIFER HOCKMAN KELLER, my niece, my engagement
ring.
3. To: PENNY HOCKMAN CROTHERS, my niece, all of my
remaining miscellaneous jewelry.
4. To: J. GREGORY HOCKMAN, my nephew, my red leather chair
and coin collection.
S. To: ALMA HOCKMAN DOUGHERTY, my niece, her choice of any
item of household or personal property not otherwise
distributed.
6. To: any family member, any item of household or personal
property not distributed above, including family pieces
such as my father's desk, mantle clock or any of my
Smi th handmade che r ry di n i ng roon and bed room fu rni tu re ,
such distribution to be at the discretion of my
Executrix.
Dated: -~ ~ /~ /99'9
MARY J. HOCKMAN ---.d1.07 /?
(initial only)
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'* COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRSBURG, PA 17128-0601
<
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Hockman, Mary J.
------------- ---l- ..--------------
_DAT~ ~~~~~M~-~D::R)___ _ __ __ DATE~~I~T~::~;~ _
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
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o 1, Original Return
D4,LimitedEstate
D 6. Decedent Died Testate (Attach copy ofW~I)
D 9. Litigation Proceeds Received
[] 2. Supplemental Retum
D 4a. Future Interest Compromise (dale of death aftet' 12-12-82l
o 7. Decedenl Maintained a Living Trust (AlIadl copy of Trust)
o 10. Spousal Poverty Credit {dale of death betweeIl12-31-91 and 1-1-95l
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COMPLETE MAILING ADDRESS
iiil!!Im\i!iiiilll.._..;i!ti.'
NAME
_StE>p_hanie. Kleinfelter_______
FIRM NAME (If Applicable) - -- ---
Keefer Wood Allen & Rahal, LLP
- TELEPHONENuMBER----
(717) 255-8037
6
1(,.-;).J1-/0
FILE NUMBER
1-L-.Q..L Q..lL..a.._
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
188
12
4747
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13.82l
D 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)
P.O. Box 11963
Harrisburg, PA 17108-1963
(1)
(2)
(3)
(4)
(5)
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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)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(SchOOul. E)
6. JoinUy Owned Property (Schedule F)
D 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 Decedef1t, Mortgage Liabilities, & liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(8)
7,462.50
$2,156.79
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
____ x.a
16. Amount of Line 14 taxable at lineal rate
'.0_(16)
'.12 (17)
m__664li883_.20 '.15 (18)
(19)
17, Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.~
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
2,156.79
(11)
(12)
(13)
7,462.50
949,833.15
284,949.95
(14)
664,883.20
(15)
CJCJ.732.4R
DE.>clldent's Complete Address:
STREET ADDRESS 275 South Street
CITY
Carlisle
STATE
PA
ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
99,732.48
Total Credits (A + B + C I (2)
100,509.86
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)
0.00
777.38
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.
(5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE, (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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 inoome of the property transferred;.................................. ........................... ............ .............. D D
b. retain the right to designate who shall use the property transferred or its inoome; . .. ....................... .............. D D
c. retain a reversionary interest; or.............................................................................................. .. ........................ 0 D
d. receive the promise for life of either payments, benefits or care? .. ..................................... .... D D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate oonsideration? ........................................................... .................................................. D IZJ
3. Did decedent own an "in trust fo~ or payable upcn death bank account or security at his or her death? .............. D IKI
4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
oontains a beneficiary designation? ........................................................................................................................ IKI D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Underpenalliesof perjlJry. J declare that I have examined this return, incllJding accompanying schedlJles and statements, and 10 the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all in formation ofwhich preparer I'las any knowledge.
;r;::::.;ERS N RESPONSIBLE FOR FILING RETURN
ADDRESS U . ~f.~
519 Kansala Drive, Annapolis, MD 21401
SIGN~UR~. OF P~EPAR~R o~1~~iHA~REP~TA~IVE.
ADDRESS~lt,-,~. . ,,-+-~L...t.~-
P .0. EI()}{11963 , H a rrisbll}-:gL P A. 1 7.108-.1963
DATE
'1;'7/~~
DATE .
(,/~) <., 1
---~,~--
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) (1.11 (i)].
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 spcuse is 0% [72 P.S. ~9116 (al (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 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(al(1.21].
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(1.21 [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. ~9116(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.
"
'R~V.1503 EX+ 16'98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Mary J. Hockman
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-01-0318
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
54.964 shares Nuveen Tax Exempt Bond Fund
Series 145
(the Decedent's Federated Securities Account
was inadvertently identified and reported as
the Nuveen Account on the original returns,
Schedule B, Item 12: the supplemental return
reports the omitted value of the Decedent's
Nuveen account)
2,156.79
TOTAL (Also enter on line 2, Recapitulation) $ 2, 156 .79
(If more space is needed, insert additional sheets of the same size)
. .
REV.1S11 EX+ (12.99).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Mary J. Hockman
FILE NUMBER
21-01-0318
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
,.
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions
Name of Personal Representalive(s)
Social Security Number(s)/EIN Number of Personal Representalive(s)
Street Address
City Stale_Zip
Year(s) Commission Paid:
2. Allorney Fees $7,462.50
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimanl
SlreetAddress
City Stale _Zip
Relationship of Claimant 10 Decedent
4. Probate Fees
S. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $7,462.50
(If more space is needed, insert additional sheets of the same size)
.'
'R~V.1513EX+(9.{)O)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary J. Hockman
NUMBER NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (al (1.2))
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
See Attached
FILE NUMBER
21-01-0318
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Bosler Free Library
West High & South Streets
Carlisle, PA 17013
2. Allison United Methodist Church
99 Mooreland Avenue
Carlisle, PA 17013
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE OISTRIBUTlONS ON LINE 13 OF REV-150D COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
$142,474.97
142,474.98
284,949.95
Estate of Mary J. Hockman, Deceased
Schedule J, Part I - Taxable Transfers
1. Jacqueline M. Hockman
822 Maxa Road
Aberdeen, MD 21001
Sister-in-law
2. Pat D. Hench
40 Garland Drive
Carlisle, PA 17013
None
3. Sharon Hockman Ames
519 Kansala Drive
Annapolis, MD 21401
Niece
4. Jennifer Hockman Keller
1101 Broadmoor Court
Bel Air, MD 21014
Niece
5. Penny Hockman Crothers
531 Hall Court
Havre de Grace, ND 21078
Niece
6. Alma Hockman Dougherty
235 Boyd Road
Freeport, P A 16229
Niece
7. J. Gregory Hockman
P.O. Box 738
70810 Ifert Road
Middletown, MD 21769
Nephew
8. Glenda Sterling
8912 Natalie Avenue
Albuquerque, NM 87111
Niece
$ 47,048.08
$ 47,048.08
$ 95,411.17
$ 94,096.17
$ 94,096.17
$ 98,991.19
$ 94,096.17
$ 94,096.17