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Home My WebLink About01-0418 PETITION FOR PROBATE and GRANT OF LETTERS Estate of V\ C t-o..r O. \--loc k~er~oo... 21- 0 l- 4 \ ~ also known as tf, Register of Wills for the County of ClJMRFRI ANn in the Commonwealth of Pennsylvania , I2jceased. Social Security No. . 74- -:L<.J .- 4 I ~ The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut o-r in the last will of the above decedent, dated tJ r).Je~ b.t,r I ~ and codicil(s) dated ---f\J I PI- named ~~ (state relevant circllmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CuVY' x,e..r ~2<1. - <:;Qunty, PenIjsylvania, with 0 h I ~ last family or princip~~esidcn~t 30q ~V:r""-\- Ka:::I.<1-) NW\J I (Ie )r~ _ 1-0 \j..)'f" f F- ~ (A '\"\ K-fu d. ( o-v0"Y\ ~V\. t~ ) ( 7 ~ J (list street, number and muncipality) to 9 years of age, died NLN'ev(\ \a.tN' Z-~ , Y 2,-~~ Oecendent, then at n~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Oecendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 2-000 $ $ $ $ WHEREFORE, petitioner(s) respectfully re<l.uest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters' ESTAMENTARY (testamentary; administration c. La.; administration d. b. n.c. La.) theron. '" Cl) u I: Cl) ~3 Cl) ..... et::Cl) I: -00 c.;:: roo;:: 3~ Cl)<<- = 0 Cii I: 00 Ci3 Don sM. \-\-o~be.~ ~~v~~~ ~~~;UI! 1f2/}/~ 7/J. ~ ~ 1" &1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s COUNTY OF CUMBERLAND J S 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 a t uly a.dminister the eo/ate according to law. , .t- I} . /U'V\..' V) ~. :::s l::l ...... ~ ~ ~ No. 21 - 01 - 418 Estate of VICTOR 0 HOCKENBERRY , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APR I L 26, ~, 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 NOVEMBER 15, 2000 described therein be admitted to probate and filed of record as the last will of VICTOR 0 HOCKENBERRY TESTAMENTARY DORIS M HOCKENBERRY and Letters are hereby granted to 'll{d(}i2:::j:~{Jr/fl~41" MARY CLEWIS FEES $ 25.00 $ $ $ 1 5 . 00 5.00 TOTAL _ $ 41:\ nn Filed ....... .~~~.I.L. .~9,. .~QQ)...... .. . .. Probate, Letters, Etc. ......... Short Certificates( ).......... Renunciation ................ X-Pages JCP ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE Called attorney on 4-26-01 l1'C" CliQ< This is to certify that the information here given is correctly copied from an original ce~tific~te of death du!~ flied with me as Local Registrar. The original certificate will be forwarded to the State Vital Records OffICe tor permanent hll11g. n~ Qn.:::. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee ror this certificate. $2.00 p 6959939 No. 2l..:.-~. ~~~~ Local Registrar NOV 2 9 2000 Date Hl05.1<l3 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA I DEPARTMENT OF HEALTH I VITAL RECORDS CERTIFICATE OF DEATH STATE FlU NUM8ER SOCIAL SECURITY NUM8ER DATE DF OE).TH ,Monll1. 0......,) INT EHT "'K NAME OF DECEDENT (F... MoOOII.lul SEX 1. Victor O. Hockenbe AGE (la.. B--" UNDEA I YEAR UNClER I DIIit 69 VIS. MonII11 OIl'll Houra I Minul.. S. COUNTY Of' DEATH 2. Male 3. 174 - 24 - 4716 8lRT~ (Coly aAd PlACE OF [)E.fJH (Check onI'/ ON - __",<:I""" on _ _. SIalI'" F",o.gn Counoryl HOSPITAl; ank1in County Inpal.....O T. PA Ia. FACIUTY NAME 1ft"'" ......lUlIon. G''''' ",eet lna ""moer. gr:;"YIO ~I . Ib. Cumberland DECEDENT'S USUAL OCCUP,qION 1~1~~M':!':i.."=' '::~:'f 11a~onstruction Worker 11... Construction DECEDENT'S MAlUNO AOOAESS (Sr,... ColyfTown sw.. Lop COde) DECEDENT'S ACTUAL RESIDENCE (Sea onsuucl....... onOCl'oerSlde) 171. State PA WAS DECEDENT EVEIl IN U.S. ARMED FOfICES1 _0 NoKl 28 2000 White SURVIVING SPOUSE I" 'MI.. gtve ~tden namel 17c.Kl """._IIwd'" Tt""\t..7~r Pr~nkf(')rr'l 17... Did ~n1 Iiw in . Cumberland _lp1 17d.0 :;"'~~Ol MOTHEA'S NAME IF... M<lClIe. Ma-. Surnamll Edna Beaston cllylbor<> 1.. INFORMANT'S MAIUNG AODAESS \SIr1ll, Cty/ToIon. Slale. Z;p Cool) ~. 309 Bobcat Road Newville, Pa. 17241 PUCE OF DISPOsmON - Name 01 c.metery, Cramalory LOCATION. CIlyITown. Slatl. Zip Code orOlhe<Plac:1 McC1ures Gap 21c. Church of God Cemetery 2,,,.Bloserville, Pa. 17241 NAME AND AOORESS OFFACIUTY H f t 1 22c219 North Hanoveg S~ge~o ea~~f2 ~~17023' lICENSE NUMBER DATE SIGNED (Month. Day l'Ia" - g- JOa. 3Gb. M. 3oe. 3011. PLACE OF INJURY. At """'e. II"". 1I,..t. IlctOfy. ollie. lOCATION ISI'.... CllYlTown. SIalI) lllnIdin9. lie. fS~1 28lI. 2.... 29. 301. CoIRTIFIER (Cheek......, 0nI\ 'CERTIFYING PHYSICIAN (""_ certolying cau.. "'_ _ anolN< phySlCoan has Il'onounced ceam ana complcteo ""'" 231 TQthebeetof"'Y'knowIed.....d..thOCCunwdchMtoCt\e~I).nd m.nner.. Itlted............................................ .eo...... 309 Bobcat Road II. Neyville, Pa. 17241 F,qHER'S NAME (F... M_.lo) ". Mervin Hockenberry INFOfIMANT'S NAME (TypelPr1n4) _. Doris Hockenber METHOO OF DISPOSITION _l!l C,_,1on 0 or- CSI>ecIr 1, 2000 012748L L 4 tJ (, ((!..N ( ~fi- DUE TO lOR AS A CONSEOUENCE OF): l: DUE TO (OR AS A CONSEOUENCE OF): DUE TO (OR AS A CONSEOUENCE OF): WERE AUTOPSY FINDINGS MANNER OF DEATH ~U.8\.E PRIOR lQ COMPLETlOH OF CAUSE N_ ey Hom;cide 0 OF DEATH7 kciclenI 0 Pending IftYlISti9ation 0 Hoff ......0 No 0 Soic:ide 0 Could not be de'erminecl 0 DATE OF INJURV (Mon",. Day. l'Iarl 'PRONOUtlClNG AND CoIRT11'Y1NG PtfYSIClAN (Phyoician lJClfl Plonoun<:ong delth and eOflJ/ylno 10 cauw '" deathl To..... tteM of m, knowt.dg.. ..d'I occUlTed .t the "me. dal_, and piece, .nd due.o the c:.uM(.) and mann..... ..ated.. . . . . . . . . . . . . . . . . . . . . . . . ~ 'MEDICAL EXAMINERlCORONEA On Ihe belli ol,,"mlnellon endfor Invlatlgallon,ln my opinion, dUlh oceunld Illhe IIml. dati. and place, and duelo Ihe eau"'(I)lnd 31.~.n".'.. a.aled.. . . . .. . . . .. ...... .. . . '.. .... . .. ..... . ... ... . ..... ........... ............. .. .. . ....... . . . ... ...... REGISTRAR'S SIGNATURE AND N ~. ~~~~ ~ II~ \ l() I .... :!C. I Aootoun.l. :,",__n I onaet and ""alii I I ....O"-'If'{J PART It: Dlhe, ";gndlcant _ conlflbuling 10 """th. but - reaullln9 ;" "'" unoertyOng c.a.... given In PART I. TIME OF INJURV INJURY ,q WORK? DESCAIBE HOW INJURV OCCURRED. _ D NoD 34. Last Will and T estalllent of Victor 00 Hockenherry I, Victor O. Hockenberry, 309 Bobcat Road, Newville, Cumberland County, Pennsylvania, 17241 being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. ARTICLE I BENEFICIARIES The name of my spouse is Doris M. Hockenberry. The names of my children who are provided for in this Will are Darlene McCabe, Kandy Hurley, Kirby Smith and Duane Smith. The names of my grandchildren are Nicole Weaver, Nathan Smith, Michelle Smith, Benjamin Smith, Kayla Smith, Kristy Green, Dustin Hockenberry, Matthew Hurley, Courtney Hurley and ~e Jumper. ~l references in this Will to "my children" or "child of mine" are references to the above- named children only. All references in this Will to "my grandchildren" or "grandchildren of mine" are references to my above named grandchildren as well as any other grandchildren born to or legally adopted by my above-named children. ARTICLE TWO PAYMENT OF DEBTS AND EXPENSES I direct the payment of the debts and expenses of my last illness from my estate as soon after my death as conveniently may be done. ARTICLE THREE DISPOSITION OF PROPERTY I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind soever, and wheresoever the same shall be at the time of my death, to my wife Doris M. Hockenberry, provided she survives me by thirty days not counting the day of my decease. In the event that my wife predeceases me or fails to survive me by the aforesaid period, I direct my Executor to sell all of my property, real, personal and mixed, of what /t/ ()/I , nature or kind soever, and wheresoever the same shall be at the time of my death. From the proceeds thereof and other assets that make up my estate, I give, devise and bequeath the sum of $10,000 to each of my children and the sum of $5,000 to each of my grandchildren. Only if the assets of my estate are sufficient to pay the aforementioned bequests, I give, devise and bequeath $5,000 to the Newville Church of the Brethren, Carlisle Road, Newville, Pennsylvania. After all of the aforementioned specific bequests are paid, I then give, devise and bequeath all of the rest, residue and remainder of my estate to my children in equal shares. If a child of mine does not survive me, such deceased child's share shall be distributed in equal shares to the natural and legally adopted children of such deceased child who survive me by right of representation. If a child of mine does not survive me and has no children who survive me, such deceased child's share shall be distributed in equal shares to my other children, if any, or to their respective natural or legally adopted children by right of representation. If no child of mine survives me, and if none of my deceased children are survived by natural or legally adopted children, my residuary estate shall be distributed to my heirs at law, their identities and respective shares to be determined under the laws of the Commonwealth of Pennsylvania, then in effect, as if I had died intestate at the time fixed for distribution under this provision. I direct that any and all of my bank accounts, stocks, bonds, or certificates of deposit that are currently held in joint names or otherwise with any of my children be part of the residuary estate. ARTICLE FOUR TAXES I direct that any and all inheritance, estate and transfer taxes imposed upon property making up my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate prior to its distribution to my heirs. ARTICLE FIVE EXECUTOR'S POWERS In addition to the powers and authority conferred by law or necessary and appropriate for proper administration, I authorize my Executor in his or her absolute discretion: 1. To retain in the form received, and to sell 'Vo 1/ .. either at public or private sale any real or personal property; 2. To lease, mortgage or otherwise encumber any real or personal property that may be included in my estate, without order of court or notice to any beneficiary; 3. To invest and reinvest in all forms of property; 4. To exercise any options or rights arising from ownership of investments; and 5. To compromise claims without court approval and without the consent of any beneficiary. ARTICLE SIX NOMINATION OF EXECUTOR I hereby nominate, constitute and appoint my wife, Doris M. Hockenberry of 309 Bobcat Road, Newville, Pennsylvania, to serve as Executor, if living and able to serve as same. If my wife is deceased or is otherwise unable to serve as Executor, I nominate, constitute and appoint Duane Smith to serve as my Executor. I hereby relieve my Executor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called to act insofar as I am able to do so by law. ARTICLE SEVEN MISCELLANEOUS PROVISIONS A. Paraqraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders, and any singular words shall include the plural expression, and vice versa, specifically including "child" or "children," when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Thirty Day Survival Requirement. For the purpose of determining the appropriate distributions under this Willi no person shall be deemed to survive me unless such person is also surviving on the thirtieth day after the date of my death. C. Liability of Fiduciary. No fiduciary who is a natural person shall, in the absence of fraudulent conduct or bad faith, be liable individually to any beneficiary of my estate, and my estate shall indemnify such natural ,#d f! ,10 person from all claims or expenses in connection with or arising out of that fiduciary's good faith actions or non-actions as the fiduciary, except for such actions or non-actions which constitute fraudulent conduct or bad faith. D. Beneficiary Disputes. If any bequest requires that the bequest be distributed between or among two or more beneficiaries, the specific items of property comprising the respective shares shall be determined by such beneficiaries if they can agree, and if not, by my Executor. IN.~ITNESS WHEREOF, I have subscribed my name below, this/5'~ay of November, 2000. Testator Signature ~ f'. l, I 17l, I ~ ~ ictor o. oc enberry We, the undersigned, hereby certify that the above instrument, which consists of four (4) pages, including the page which contain the witness signatures, was signed in our sight and presence by Victor o. Hockenberry, the Testator, who declared this instrument to be his Last Will and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names as witnesses on the date shown above. ! \'t /~~ 4' V,4 J f3/Ll :: - Gj GL.L- I~() u /\J '^- Witness Signature Name city state Witness Signature Name City state Witness Signature Name city state 4~e-> ft.. 5 it ItlJ It ~ <':'C\..r-{l I~ PA ~ 1 '711.6 ~ /' Y~U~N~~tzN~ ~s( , Vo,!/ . .' AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland I, Victor o. Hockenberry, the Testator, whose name is signed to the attached or foregoi.ng i.nstrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free and voluntary act for the purposes expressed in the instrument. Testator Signature 4t.-1;y" ~ ---- Victor O. Hockenberry Subscr1bed, sworn to and acknowledged before me by Victor /0 day Of~. O. Hockenberry, the Testator, this 2000. NOTARIAL SEAL KATHlEEN K. SHAUlIS Wotary Public CarUsle ~~o. Cumberland County My CommISSIon Expires Dee, 22, 3)).1 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland We, Vtllerl.t (' {1<[)(;LL- , ~m~s RShtJ\ t-.S, and )~c..q"e'\V\e_ ~ y~. the witnesses, respectively, whose names are signed t~ the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator Victor O. Hockenberry signed and executed the instrument as his Last Will and Testament and that he signed willingly, and that Ahl! he executed it as his free and voluntary act for the purposes therein expressed, and that each of his witnesses, in the presence and the hearing of the Testator signed the Last Will and Testament as witnesses and that to the best of their knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind and under no constraintr or undue influence. " WI TNEss'I/iUt'Lu '-+~/'rzUL residing afI5di--~/-f;t!j} vi. / 700 l ~" residing at C.-arl/5l1 r~. /7(!/J / WITNES lie t residing at ~ 0~ fr (?C"ry ! d ~ Subscribed, sworn to and acknowledged before me by -V~ F Gsell ,~me-s R.~\.l\I:S , and_P1 ~Cl:\Je"V\e. ~. ,,~ the witnesses, this IS day of ~~ 2000. NOTARIAL SEAL KATHlEEN K. SHAULIS, 'Notary Public CarUste 8oro, Cumberland County My Commtssion Expires Dec. 22. 2003 ~41 t1 11 ~ ( CERTIFICATION UNDER NOTICE UNDER RULE 5.6(a) Name of the Decedent: Victor o. Hockenberry Date of Death: November 28, 2000 Will No. 2001-00418 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) (2) of the Orphan's Court Rules was mailed to the following (beneficiaries of the above-captioned estate] children of the decedent and the spouse of the decedent on July 26, 2001. Name Address Doris M. Hockenberry (Spouse and Executor) 309 Bobcat Road, Newville, PA 17241 Larry Hockenberry (Son) 227 Bobcat Road, Newville, PA 17421 Dale Hockenberry (Son) P. O. Box 247, ShermansDale, PA 17090 Kim Hockenberry (Son) 95 Cherry Lane, Carlisle, PA 17013 Kandy Hurley (Daughter) 49 Mayberry Lane, Mechanicsburg, PA 17050 Darlene McCabe (Daughter) R D #1 Box 964, Landisburg, PA 17040 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: July 26, 2001 \~~~ ~ature Name: Kathleen K. Shaulis, Esq. Address: 44 South Hanover Street Carlisle, PA 17013 Telephone: (717) 243-6655 Capacity Personal Representative X Counsel to Personal Representative .. .. C-' _ CERTIFICATION UNDER NOTICE UNDER RULE 5.6(a) Name of the Decedent: Victor o. Hockenberry Date of Death: November 28, 2000 Will No. 2001-00418 Administration No. To the Register: I certify that notice of a beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was mailed to the following beneficiaries of the above- captioned estate on July 26, 2001. Name Address Doris M. Hockenberry 309 Bobcat Road, Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except .. Date: July 26, 2001 ~Ab.~ Name: Kathleen K. Shaulis, Esq. Address: 44 South Hanover Street Carlisle, PA 17013 Telephone: (717) 243-6655 Capacity Personal Representative X Counsel to Personal Representative \/~ -c:2~?- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX KATHLEEN K SHAULIS ESQ K K SHAULIS LAW OFFICE 44 S HANOVER ST CARLISLE PA 17Q13 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-06-2001 HOCKENBERRY 11-28-2000 21 01-0418 CUMBERLAND 101 REV-1547 EX AFP 02-00> VICTOR o Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:i:s4-j-e:X-AFP-ci"2-:oo1--NOTice:--oF-'fNHEifiTANcE-TAX-A-PPRAisEifENT-,--AL.LOWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOCKENBERRY VICTOR 0 FILE NO. 21 01-0418 ACN 101 DATE 08-06-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 5.502.75 .00 791.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 7,993.00 .00 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this for.. with your tax payment. 6,293.75 7.QQ300 1,699.25- .00 1,699.25- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 X 045= .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 PAYHENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDI"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) A ....6 v C ~ STATUS REPORT UNDER RULE 6.12 Name of the Decedent: Victor o. Hockenberry Date of Death: November 28, 2000 Will No. 418 of 2001 Admin. No.: 00418 of 200( 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 the administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: Date: /6- 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 representative state an account informally to the parties in interest? Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached/t~ ~iS r~~r~. j ~ ~ / I~-O""L '--fr/~~ ti~ature Kathleen K. Shaulis 44 South Hanover Street Carlisle, PA 17013 (717) 243-6655 Capacity: Personal Representative X Counsel for Personal Representative . ... cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/08/2002 DORIS M HOCKENBERRY 309 BOBCAT ROAD NEWVILLE, PA 17241 RE: Estate of HOCKENBERRY VICTOR 0 File Number: 2001-00418 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 representati.ve or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 11/28/2002 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, fJ~ 1JJ. [)ffi Ld fJ~.f-UJ MARY C. LEWIS ~ . REGISTER OF WILLS cc: File Counsel Judge / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * ~ BUREAU OF INDIVIDUAL TAXES iNHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-l!i47 Ell AFP (12-00) KATHLEEN K SHAULIS ESQ K K SHAULIS LAW OFFICE 44 S HANOVER ST CARLISLE PA 17013 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN 08-06-2001 HOCKENBERRY 11-28-2000 21 01-0418 CUMBERLAND 101 VICTOR o Allount R_itted 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 ~ . -ii"V=i541-iX--AFit-~i-i2-:il"j~'1ftJT-i~1iF-.~'i-riHEiiiTiiiei-TAi:APPRA-isiiiiNTj':'-ALioWAiici-cfi~---------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOCKENBERRY VICTOR 0 FILE NO. 21 01-0418 ACN 101 DATE 08-06-2001 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. Hortgages/Notes Receivable (Schedule D) s. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ) CHANGED (1) (2) (3) (4) (.5) (6) (7) .00 .00 .00 .00 5.502.75 .00 791.00 (8) NOTE: To insure propt credit to your acCOUI Subllit the upper por' of this form with yo, tax paYll8nt. 6,293.75 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/AdD. Costs/Hisc. ExPenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) 12. Net Value of Tax Return (12) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 14. Net Value of Estate Subject to Tax (14) NOTEi'.'.'.-fif an-ii.sesSiirit:' WaS 1ssuecfprevlouily;lines lit;. 'IS"'andjor'-^o-r6~-' -17;--llal1.;'--19'."i11. reflect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 1.5. AIIount of Line 14 at Spousal rate (1.5) 16. A80unt of Line 14 taxable at Lineal/Class A rate (16) 17. AIIount of Line 14 at Sibling rat. (17) 18. ~unt of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due AX C PAYH DATE 7,993.00 7.qq3 nn 1,699.25- .00 1,699.25- .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= .00 .00 .00 .00 .00 REC IPT NUHBER D + INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE ~nD rAINIIATTnu n~ AnnTTTnuAI TUTCDC~T ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. T~ TnTAI nile T~ Dcel el""Ten A~ A ..rDenTT'" 'rill. vnll MAV Rc ml REV-1SCi EX (6-00) ./ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 2B0601 HARRISBURG, PA 1712B-0601 REV-1500 OFFICIAL USE ONLY (t2-=-_dL12_~- DJ_~ FILE NUMBER 2-- -L - -.0_1 n Q !l 1. 8... COUNTY CODE YEAR NUMBER w .... ::.:::!U') U .", w"u :rOO u"'... ..oJ .. '" INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W (,) W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) e.n.'De~y SOCIAL SECURITY NUMBER 174- 2-'1 \) \ cm-r DATE OF DEATH (MM-DD-YEAR) 11- ;)g -2COD (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) ttoc.keY\be~ Don's lv\ ~Original Return o 4. Limited Estate o 6. Decedent Died Teslale (Alt<lch copy of Will) o 9. Litigation Proceeds Received DATE OF BIRTH (MM.DD-YEAR) 6 3/ THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copyofTrusl) o 10. Spousal Poverty Credit (daleC!ojealhbeNreen 12-31-~1 and 1-1-95) o 3. Remainder Return (dalll oldeath \Mimlo 12-13--82\ o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to lax under Sec. 9113(A) (Attaell ScM 0) .... Z W Q Z o .. Ul W '" '" o u TELEJ;i'ONE NUMIlfR \.,717/0('+3- COMPLETE MAILING ADDRESS 4-4- S'. 1+0. V\ () '1el S'-r((::'€.+ &.-1IS\e.. \ r A- \,0 13 1_ Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1) (2) (3) (4) (5) OFFICIAL USE ONLY z o ~ :J l- ii: < (,) w a:: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jo\I'IUy Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (7) 7Ql.OO (8) G. I ;},Cf.3, 75" 5~~1S (6) (9) (10) 11?3.00 o 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11, Total Deductions {tQta1lines 9 & 10} 12. Net Value of Estate (Line 8 minus Line 11) (11) (12)-:::"/b~_;25-- (131__ 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been mede (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) (14) -0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !cc I-' :J a. :E o (,) g o 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) K.O_ (15) D x.o_ (16) x .12 (17) x .15 (18) (19;D. 0 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS 30'1 "BDbc-~t CITY New" I e.. Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount ~ (1) 0 Total Credits (A+ B + C) (2) D 3. Interest/Penalty if applicable D. Interest E. Penalty (3) () (4) 0 () () o 4. TotallnteresUPenalty ( 0 + E ) If Line 2 is greater than Line 1 . Line 3, enler the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 31s greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (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: a. retain the use or income oftne property transferred;......... ..................... b. retain the right to designate who shall use the property transferred or its income;.. c. retain a reversionary interest; or. ..................... d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank. account or security at his or her death?.. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... Yes o o o ......0 ..0 .........0 .............0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, [j B' ~ ~ 0' Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the besl of my knowledge and beliel, it is true, correct ana complete. Declaration of preparer olher than the personal representative is based on allinlorrnation of which preparerhas any knowledge Newville. fA- . j72-'f-t gATE " -/f-C)f ADDR4 S' /fa /l()l/(/' .s k-ec::t rll d..e-. t A I 7 c) I 3 _:mI.lllli!llUlli i' ']_1, HI 1Il1~lil!J~i!II: For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net vaiue of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a sUlViving 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. 99116(a)(1.2)]. The lax rale imposed on Ihe nel value of Iransfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)]. 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. 99116(a)(1.3)J. 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. REV-l508 EX + (1.97) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION ~'ISC. re. .=.n^v.9 f>~ (+oO)S cl6~ J C-t-<:.-, } VALUE AT DATE OF DEATH 5",5"0 ').. 7 S- TOTAL(Alsoenteronline5,Recapitulation) $C:;SO~, 75 (If more space is needed, insert additional sheets of the same size) ~ COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBA:rE PROPERTY ESTATE OF FilE NUMBER 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 ITEM INCLurn: THE< NAME OF THE TIWlSFEREE. THEIR~nOHSHfPTO DECfDENT ANOTItE DATE OFTRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUI ATTACH ACOPVOf THE DfEOFOR REAL ESTATE. VALUE ""-ASSET INTEREST 'IfAPPI.lCAIILf\ NUMBER 1. VJ).tr1y\+ ~t{'!o-ri:... ~J 7q(.r)~ . A ~cXtt *11 r.x:o'f-o~/~ iql.OD 7Clf.OD TOTAl (Also enter on line 7, Recapitulation) $ 711 (~more space is needed, insert addnional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF +-\ fY'UE?Y\bC\ "r REV.1511E)(+(1.97) '*' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS \hct-o-r O. FILE NUMBER ? \ - 0 \ - 004-1 g Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. B. DESCRIPTION FUNERAL EXPENSES: Ho~mC\.V\. -l<o+hFur\CrO- \ )... \q /J. \~ AD ve.r S-tree..-"t Co..... \ \ S Ie.. \ rp P>.; fume., -+r.c \7D 13 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (5) Y'IS M. Social Secunty Number(s) I EIN Number of Personal Represenlabye(s) SlreetAddre~ '3oq J<,ohrDT -:;1<1'01 City t'"/.J V \ \\ L_ Slate a, 0 ' 00 Pf<> Zip I 7 ~:4-1 2, 3. Year(s} CommisSion Paid: Attorney Fees k'rJt!.-Y.,\een K S WA~~I ~t..~ -' I "'~ Lj L:f' ~, 'r'ro.,^O -: e>r c;-\- CAn I S: e. $"""'< Family Exemption; (If dece~nt's address is not the same as claiman s, a1\ach explanation) ) \7013 Claimant Street Address City Relationship of Claimant to Decedent Slale Zip 4, Probate Fees 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. AucA1 O<\ec.r-\s. Se rill C12- ~O'j Go~s}oo..\ \ -3'" I. \1 '3 Foc~ R'(od ~\ \\'^P\ S~n~~ )'YA. \/007 (1 If) d-S-Z - to~~~ ~<:::h0Y'l 'ee.r ~ Ii q e-rk- s:t () . . . S\ 78'1 - <;."{c. (X~ TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) AMOUNT 57 ~s: oD ioa.DC> L.J.5: 00 2.0~.3 .DD 1913.0{) '-(l , ~ :<.... I I I --- I ' l~ , !\~ -, _::t ~ I I i~ ~.' It" ,~ ~~' ~ j ',' t~ ,K ~?-o"- \~ ~f, If I :%' , !!l~1 '~r:' ~ ~ m' I . , ~ -. ~. - (I) ('-<0 ~ ~~ 1'<., ~ ~! ~r i-=>- l;, i~ ~._.',. ,----,." ,~ '~I""- ~ l'::>J ~ r I"" I'r- I, ~" .,,\ !- . I 'r"', i.y..., ~ rs= ir"l~ ~ !S' if ~ ,'~' ~S ~ ~~. · ~. ~- E ~' 6~ i~ b ~ ~~ f\, ~.,{ , ~tl p(t ri . J ~{\" '" ~ , [] o or;:; ~ :t )>:0 ~ !B ~~ pj' " '" . I I '^ pc. '-J:::: "t--r:1 I ~ ~ .. r a o :D Gi Z )> ~ N ~ I> o '" z p z z ~ DO Ie ~ m 0 en m :D c: II ~ ~ m m ~ Cl Ul 0 > :II ~ d !;J -< '" -I 0 Z ;: ),! '!J ~ ~ m -J z r- -I z ~ '" 'Cr-, 0 -J :i m OC .1 ..j '" '} j>' I IJI \ \[) -..:) , S- f^. :i, & ; Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2001-00418 PA No. 21-01-0418 ESTATE OF HOCKENBERRY VICTOR 0 (LAb'l, r'lKbl', MllJlJLJ;) Late of LOWER FRANKFORD TOWNSHIP CUMJ::lJ;l<LANJJ CUUN l'Y , Deceased Social Security No. 174-24-4716 day of April 2001 an instrument WHEREAS, on the 26th jated November 15th 2000 ~as admitted to probate as the last will of HOCKENBERRY VICTOR 0 (LAbl, rlKo'l, M.lJJJJLJ;) late of LOWER FRANKFORD TOWNSHIP CUMBERLAND County, who died on the 28th day of November 2000 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for :he County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify :hat I have this day granted Letters TESTAMENTARY :0 DORIS M HOCKENBERRY iho has duly qualified as Executor (rix) tnd has agreed to administer the estate according to law, all of which fully tppears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, :ARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, )f my Office the 26th day I have hereunto set my hand and affixed the seal of April ""~n,t(OVlwA,Jl~~ . 91.8 er va s * *NOTE* * ALL NAMES A'ROVR APPRAR (T.l\~'P 1>TJ;>~'P MTnnr,1>1 RECEIPT FOR PAYMENT ------------------- ------------------- Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Receipt Date Receipt Time Receipt No. 4/26/2001 15:03:41 1025454 HOCKENBERRY VICTOR 0 File Number 2001-00418 Remarks DORIS HOCKENBERRY DO --______________________ Distribution of Receipt ------------------------ Transaction Description PETITION FOR PROBA EXTRA PAGES JCP FEE Payment Amount 25.00 15.00 5.00 Payee Name CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D Check# 92 9 Total Received......... $45.00 $45.00 THE LAW OFFICES OF KATHLEEN K. SHAULIS, ESQ. 44 SOUTH HANOVER SrREET CARUSLE. PA 17013 PHONE (717) 243-6655 FAX (717) 243-66 18 EMAIL: JRS0;37CARLlSLE@SPRINTMAIL.COM June 19, 2001 Invoice submitted to: Doris M. Hockenberry 309 Bobcat Road Newville, PA 17241 Re: Estate of victor o. Hockenberry No. #10065-02001 Account to Date Hrs/Rate Amount 6/19/2001 Preparation of Inheritance Tax Return N/A $100.00 Balance 6/19/2001 $100.00 FRY COMMUNICATIONS. INC. 800 WEST CHURCH ROAD, MECHANICSBURG, PA 17055 PHONE: (717) 766-0211 FED. 10. 23-1885979 1l-E FINANCE CHARGE IS COII.f'UTED BY A PERlOllfC RATE OF 1. 50 % PE 30 oo.VS (A MINIM.JJI~ OF 50 CENTS) II\+IIOi IS AN ANN.W.. PERCEI TAGE RATIl OF 1B.00 %AF'f'UIDTOPASTIJlJEBI\I..NCE -, ~RNo. RI!PIRI!NCE NO. DATE INIIOICl! NO. PAGE 00037 GUIDE 04/25/01 XXXXXX JOe NO. TE_ I'lIl!': ON l'l.OY GCn'TSlIALL IUJC'l'IONEER 113 FORGE ROAD BOIJ:,!NG SPRINGS I'll 17007 .J AMOUNT PAID $ )RTANT: DETACH AND RETURN WITH YOUR PAYMENT. DESCRIPTION - i roTA THE GUIDE - ADVERTISING FED 10 # 321885979 DATE: DESCRIPTION ZONE ,,'!IT. RATE 04/11/01 Apr.il 26 & 28 - Hoclte:nberry 9 4.00 19.7!\ 79.00 04/25/01 April 26 & ;W - lIockenberl:Y 9 1.00 276.00 276.00 04/25/01 Hockenberry Sale Bill 1.00 40.00 40.00 SUB TOI'/U. SALES TAX INVOICE 'l.'OTAL 395.00 . 2.40 397.40 -~~ ", -..............,....... If" -. -pr ~ .:l:MIS-AIIOUNT .... . t "'" _ lbe Sentinel P.O. B01130 Carlisle, PA 17013 Phone (117) 243-2611 Pennsylvania's Best Daily Newspaper ,. ._..",....~ .'-.-"' . .. ".". ~.. ~ '~"._""'~.' .~~.~.~. -., Auctioneer: ~F~ ~ 219 E. Main Street Mec:hanl(o~.PA 170SS Phone (117) '19().()666 Account No. Sale and Date: Ad Size Date Ad Ran Rate PCl - Per Column Inch TOTAL DUE $ otrtJ:m Thank you for your business and have a nice day! Insertion Cost She,.,., Cliffor~ Classified Advertising Manager Qr~( 1141ltg QthlttS"'St4t NEWSPAPER PUBLISHERS Z3 W. 810 Spring Av~Ue COMMERCIAL PAINTERS Newvih. Pa 17241 TELEPHONE 718-3197 r L Roy Gottshall 113 Forge Road Boiling Springs, PA 17007 Advertising in VaJJey Times-Star during the month of A ril 25 ~. ~~{?-" "I -1 VRGA CHARGES $ .1-08 2 "'''''''''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I \ n-Oc.keV\ NUMBER I. SCHEDULE J BENEFICIARIES 0, bcy r'-i . \J \ C+D-< I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. D::;r \5 tJ\, t\-oe I<e V\ be y- 1'""'/ 309"&bcQ~ ~d- N~W\fI\~e.\ t:'A;-. ;7.;1..4-( FILE NUMBER 2J - 0 ( - O()4-I8' RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not ListTrustee(s) OF ESTATE Wlte I 000/0 ENTER DOLLAR AMOUNTS FOR D[STR[BUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE D[STR[BUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECT[ON TO TAX [S NOT BEING MADE 1. B CHAR[TABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTR[BUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ ([f more space is nee<!ed, insert additional sheets of the same size) Last Will and T esf;am.ent of Victor O. Hockenherry I, Victor O. Hockenberry, 309 Bobcat Road, Newville, Cumberland County, Pennsylvania, 17241 being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. ARTICLE I BENEFICIARIES The name of my spouse is Doris M. Hockenberry. The names of my children who are provided for in this Will are Darlene McCabe, Kandy Hurley, Kirby Smith and Duane Smith. The names of my grandchildren are Nicole Weaver, Nathan Smith, Michelle Smith, Benjamin Smith, Kayla Smith, Kristy Green, Dustin Hockenberry, Matthew Hurley, Courtney Hurley and Arnie Jumper. All references in this Will to "my children" or "child of mine" are references to the above- named children only. All references in this Will to "my grandchildren" or "grandchildren of mine" are references to my above named grandchildren as well as any other grandchildren born to or legally adopted by my above-named children. ARTICLE TWO PAYMENT OF DEBTS AND EXPENSES I direct the payment of the debts and expenses of my last illness from my estate as soon after my death as conveniently may be done. ARTICLE THREE DISPOSITION OF PROPERTY I give, devise and bequeath all my property, real, personal and mixed, of what nature or kind soever, and wheresoever the same shall be at the time of my death, to my wife Doris M. Hockenberry, provided she survives me by thirty days not counting the day of my decease. In the event that my wife predeceases me or fails to survive me by the aforesaid period, I direct my Executor to sell all of my property, real, personal and mixed, of what ~IIH nature or kind soever, and wheresoever the-same shall be at the time of my death. From the proceeds thereof and other assets that make up my estate, I give, devise and bequeath the sum of $10,000 to each of my children and the sum of $5,000 to each of my grandchildren. Only if the assets of my estate are sufficient to pay the aforementioned bequests, I give, devise and bequeath $5,000 to the Newville Church of the Brethren, Carlisle Road, Newville, Pennsylvania. After all of the aforementioned specific bequests are paid, I then give, devise and bequeath all of the rest, residue and remainder of my estate to my children in equal shares. If a child of mine does not survive me, such deceased child's share shall be distributed in equal shares to the natural and legally adopted children of such deceased child who survive me by right of representation. If a child of mine does not survive me and has no children who survive me, such deceased child's share shall be distributed in equal shares to my other children, if any, or to their respective natural or legally adopted children by right of representation. If no child of mine survives me, and if none of my deceased children are survived by natural or legally adopted children, my residuary estate shall be distributed to my heirs at law, their identities and respective shares to be determined under the laws of the Commonwealth of Pennsylvania, then in effect, as if I had died intestate at the time fixed for distribution under this provision. I direct that any and all of my bank accounts, stocks, bonds, or certificates of deposit that are currently held in joint names or otherwise with any of my children be part of the residuary estate. ARTICLE FOUR TAXES I direct that any and all inheritance, estate and transfer taxes imposed upon property making up my estate passing under my Will or otherwise, shall be paid out of the principal of my reSiduary estate prior to its distribution to my heirs. ARTICLE FIVE EXECUTOR'S POWERS In addition to the powers and authority conferred by law or necessary and appropriate for proper administration, I authorize my Executor in his or her absolute discretion: 1. To retain in the form received, and to sell Vol! either at public or private sale any real or personal property; 2. To lease, mortgage or otherwise encumber any real or personal property that may be included in my estate, without order of court or notice to any beneficiary; 3. To invest and reinvest in all forms of property; 4. To exercise any options or rights arising from ownership of investments; and 5. To compromise claims without court approval and without the consent of any beneficiary. ARTICLE SIX NOMINATION OF EXECUTOR I hereby nominate, constitute and appoint my wife, Doris M. Hockenberry of 309 Bobcat Road, Newville, Pennsylvania, to serve as Executor, if living and able to serve as same. If my wife is deceased or is otherwise unable to serve as Executor, I nominate, constitute and appoint Duane Smi th to serve as my Executor. I hereby relieve my Executor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called to act insofar as I am able to do so by law. ARTICLE SEVEN MISCELLANEOUS PROVISIONS A. Paragraph Titles and Gender. The titles given to the paragraphs of this Will are inserted for reference purposes only and are not to be considered as forming a part of this Will in interpreting its provisions. All words used in this Will in any gender shall extend to and include all genders, and any singular words shall include the plural expression, and vice versa, specifically including "child" or "children," when the context or facts so require, and any pronouns shall be taken to refer to the person or persons intended regardless of gender or number. B. Thirty Day Survival Requirement. For the purpose of determining the appropriate distributions under this Will, no person shall be deemed to survive me unless such person is also surviving on the thirtieth day after the date of my death. C. Liability of Fiduciary. No fiduciary who is a natural person shall, in the absence of fraudulent conduct or bad faith, be liable individually to any benefioiary of my estate, and my estate shall indemnify such natural ffiH person from all claims or expenses in connection with or arising out of that fiduciary'S good faith actions or non-actions as the fiduciary, except for such actions or non-actions which constitute fraudulent conduct or bad faith. D. !3eneficiary Disputes. If any bequest requires that the bequest be distributed between or among two or more beneficiaries, the specific items of property comprising the respective shares shall be determined by such beneficiaries if they can agree, and if not, by my Executor. I have subscribed my name below, 2000. Te.tator Signature ~ ~ri'j I: ';, "t IN J!ITNESS WHEREOF, this !:JP'day of November, We, the undersigned, hereby certify that the above instrument, which consists of four (4) pages, including the page which contain the witness signatures, was signed in our sight and presence by Victor O. Hockenberry, the Testator, who declared this instrument to be his Last Will and Testament and we, at the Testator's request and in the Testator's sight and presence, and in the sight and presence of each other, do hereby subscribe our names as wi tnesses on the date shown above.. Witness Signature Name City state Witness Signature Name City State Witness Signature Name City State '.v: _;:..,:1.-( ,_ :~ . '2.{_ _ i..: ~-' /.r i" i\,_ i i. ~ ,-' /' ~:7.J L (_L,~ /;'<,,-, rl h.,- /"//<--- /.1 { i -j!'A 7 4~e....s CA.-I, PA ~ of ~ '-/1I.If.._, ~r () "\.l.<-4J1J<.~.eN UJ ^&-..:d.. ~s/' , , AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland I, Victor O. Hockenberry, the Testator, whose name is signed to the attached or foregoing instrument, having been du~y quuified according to ~aw, do hereby acknow~edge that I signed and executed the instrument as my Last Will, that I signed it wi~ling~y and as my free and voluntary act for the purposes expressed in the instrument. Testator Signature 4c..tiy" ~" "', Victor O. Hockenberry Subscribed, sworn to and acknowledged before me by Victor zit, Cl.-J.. I~ J O. Hockenberry, the Testator, this IS day of Ig~, 2000. NOTARIAL SEAL KATHlEEN K. SliAULlSNola!y Public Carlisle Bora, Cumberland County My CommISSIon Expires Gee :/2,2003 -- ~~Jrb ~" ~;;; ~l~:J AU AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland We, I, 1<, " (to, Ii ,,')?mcs R ~v\ IS, and :-r6\.~"e'\V\e. II\. y.e.vvu.~ the witnesses, respectively, whose names are signed t~ the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator Victor O. Hockenberry signed and executed the instrument as his Last Will and Testament and that he signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of his witnesses, in the presence and the hearing of the Testator signed the Last Will and Testament as witnesses and that to the best of their knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. WITNESS ,'"e, C i ' residing at... (\ .)1 ' ...-, :::~~;, ::::: :: f;:.fi::;74r>M7 f iJ ' SUQ.scribed, sworn to ~d acknowledged before me by ~ F Gsell , At:ne.S R..~U\I'S , and.,Pl . 0!^.~Je.\\V\e. M. 'J'~ the witnesses, this I S day of ~ 2000. ~ NOTARIAL SEAL KATHl.fEN K. SHAULIS. ~OIary Public Carlisl!l Bore. Cumberland COtmty _ My CulM!!~n Expires Dec. 22. 2003 I