HomeMy WebLinkAbout01-1004
Estate of R. Lee Hockersmith
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~ 1- 01- IOD4
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 162-22-5108 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner~), who is/ame 18 years of age or older an the executrix
in the last will of the above decedent, dated September 11. 2000
and codicil(s) dated none
named
,xwc_
Fred B. Hockersmith has renounced his right to administer the estate.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h..!E_Iast family or principal residence at 55 East King Street, Ship-pensburg.
Borough of Shippensburg
(list street, number and muncipality)
Decendent, then 94 years of age, died October 13 ,~ 2001 ,
at Green Ridge Village, West Pennsboro Township, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: none
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 527.000
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 186,550
situated as follows: 55 East King Street, Borough of
Shippensburg, Cumberland County. PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.La,; administration d.b.n.c.t.a.)
theron.
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t:'Jane H. yt6st
45 Norris Road
Biglerville, PA
(717) 352-2315
17307
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1.. ss
COUNTY OF CUMBERLAND j
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct.o the be~t of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above declClent petitioner(s) will well and truly administer the estate according to law.
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Estate of
R. Lee Hockersmith
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~V. L .A!9 2JJD '. 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, 2000
described therein be admitted to probate and filed of record as the last will of
R. Lee Hockersmith
Testamentary
Jane H. Yost
and Letters
are hereby granted to
FEES
Probate, Letters, Etc. ......... $ 445.00
Short Certificates((o) . . . . . . . . .. $ I Z .00
Renunciation ................ $ 5.00
JcP $ ~.O()
TOTAL _ $ 41q.oO
Filed . .N. QV.' .1. 1 . 7.fJ~ . . . . . . . . . . . . . . . . . .
Thomas L. Bright, Esquire #30066
ATTORNEY (Sup. Ct. LD. No.)
126 East King Street
ADDRESS
Shippensburg, PA 17257
(717) 532-7388
PHONE
j I! (\.;, I:\(h R~Y (!:'k(l
This IS ro .certify that t~e inform~tion here given is correctly copied from an original certificate of death dulv filed with
Local Reglstr<ll. The ongInal certificate will be forwarded to the State Vital Records Office fot permanent filing.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 7646339
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2/87
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
"'OE(la"BorltIOay!
UNDER 1 VEAl'
........ 0..,.
SEX
.. Male
STATI 'Ilf NUMH.A
SOCIAL SeCURITY NUM8ER
'lAME OF DECEDENT If"" M~, L_I
R. Lee Hockersmith
..
162-
.. 94
\XKJNTY OF OEAI'H
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IIRTHPlACI (e.,." and
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.... Cumberland
DECEDENT'S USUAl OCCUPRION
(~~~_~~:::.t,:r
....Rural Mail Carrier ",p.S. Government
DEceDENT'S MAI\.INO AOOAESS (SI,MI. CltylTown. s.... ZIpCodel
MARtTAl ST'-US. u.m.d
~ MamM. WIdowed.
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White
SURVMNG SPOUSE
(lI....te,gn.ot~"*"-1
55 East King Street
'" Shippensburg, PA 17257
FRHEA'S NAME (Fir.. Mid<Ie. last)
II. John P. Hockersmith
lNFQAMANT'S NAME (TypelPriril)
Jane H. Yost
METHOD OF DISPOSITION
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Cumberland
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MOTHER'S NAM! (Fifst. ModdIe. Madan &Mnane)
to. Emma Jane Bitner
INFOAMAHT'S MAIl.JNO AOOAESS ISlr... CIlyI'Town, saete. Zip Code)
45 Norris Road, Biglerville, PA 17307
PlACE OF DIsPOSITION - NwM ofCetMtety. CtemMaty lOCArlON . CIty(Town. St.... lip Cadit
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....0 No ....0 NoO
DATE Of INJURY
(Morllh, Day. -..)
TIME Of INJURY
INJUFlY 1(f'MlAK?
OESCRI8E HO'N INJURY OCCURRED
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REGISTRAFrs SIGNATURE AND NUM8ER
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JRZ - 5.1 hockersmith.l August 29, 2000
LAST WILL AND TESTAMENT
I, R. Lee Hockersmith, of 53 East King Street, Shippensburg,
Cumberland County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby declare this to be my will,
hereby revoking any and all former wills and codicils thereto by me
heretofore made.
I.
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paid from my
estate as soon as practicable after my decease as a part of the
expense of the administration of my estate.
II.
I give the sum of $75,000.00 cash to Peggy Hockersmith, of 242
North Main Street, Chambersburg, Pennsylvania, if she survives me.
III.
I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my children, Jane H. Yost, of 45
Norris Road, Biglerville, Pennsylvania, and Fred B. Hockersmith, of
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472 Ohio Avenue, Chambersburg, Pennsylvania, in equal shares,
provided that the share of any child who predeceases me or dies on
or before the thirtieth day following my death shall be distributed
to said beneficiary's issue, per stirpes, living on the thirty-
first day following my death.
IV.
Any fiduciary under this will shall have the following powers
In addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income,
including property held for minors, exercisable without Court
approval, and effective until actual distribution of all property:
A. To retain any and all of the assets of my estate, real or
personal, without regard to any principle of
diversification of risk.
B.
To invest in all forms of property including stock,
common trust funds and mortgage investment funds without
restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversification of risk.
To sell at public or private sale, to exchange or to
lease for any period of time any real or personal
property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions
as they deem proper.
Page 2
C.
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D. To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
E. To compromise any claim or controversy.
F. To distribute In cash or in kind or partly In each.
G. To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
V.
I direct that all taxes that may be assessed in consequence of
my death of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
(
VI.
I appoint my son, Fred B. Hockersmith, and my daughter, Jane
H. Yost, co-executors of this my will.
VII.
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my
Page 3
last will and testament, consisting of five typewritten pages, the
first three of which bear my signature in the margin for the
purpose
of
identification
this
tf" ",' .
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day
of
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(SEAL)
Signed, sealed, published and declared by the above-named
testator as and for his last will and testament in our presence,
who in his presence, at his request and in the presence of each
other have hereunto set our hands as attesting witnesses.
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We,
R.
Lee
Hockersmith,
-.Joe~ R. ?lWJNtEJC
and
ff'dJA--e. fltJ.hIm/
, the testator and the witnesses respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as
his last will and testament and that he executed it as his free and
voluntary act for the purposes therein expressed and that each of
the witnesses, in the presence and hearing of the said testator
signed the will as witnesses and to the best of their knowledge
said signer was at that time eighteen years of age or older, of
Page 4
al-O/- IDOl}
RENUNCIATION
In Re Estate of
R. Lee Hockersmith
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned
Fred B. Hockersmith, son
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to
Jane H. Yost
WITNESS
my
hand this 29th day of October
, D....2.Q.Ql.
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(Signature)
Fred B. Hockersmith
1045 Pine Isle Lane
Boca Ciega Village
Naples. FL 34112
(Address)
(Signature)
(Address)
(Signature)
-
(Address)
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-:----
IN RE: ESTATE OF R. LEE
HOCKERSMITH, late of the
Borough of Shippensburg,
Cumberland County,
Pennsylvania, deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
: ESTATE NUMBER 21-01-1004
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: R. Lee Hockersmith
Date of Death: October 13,2001
Will No. 21-01-1004
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on November 13,2001:
Peggy Hockersmith
242 North Main Street
Chambersburg, P A 17201
Jane H. Yost
45 Norris Road
Biglerville, P A 17307
Fred B. Hockersmith
1045 Pine Isle Lane
Boca Ciega Village
Naples, FL 34112
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
NONE.
November 13,2001
Signature
I
~r
Thomas 1.:. Bright, Esquire
Name:
Address:
126 East King Street
Shippensburg, P A 17257
Telephone: (717) 532-7388
Capacity: Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BRIGHT THOMAS L
115 E KING STREET
SHIPPENSBURG, PA 17257
____n__ fold
ESTATE INFORMATION: SSN: 162-22-5108
FILE NUMBER: 21-2001- 1004
DECEDENT NAME: HOCKERSMITH R LEE
DATE OF PAYMENT: 01/10/2002
POSTMARK DATE: 01/09/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 10/13/2001
NO. CD 000739
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $34,000.00
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TOTAL AMOUNT PAID:
$34,000.00
REMARKS: JANE H YOST
C/O THOMAS L BRIGHT ESQUIRE
CHECK# 169
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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sound mind and under no constraint or undue influence.
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Witness
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Subscribedl sworn to and acknowledged
before me by the above-named signer and
subscribed and sworn to before me by the
above-named witnesses this I I~ day of
Sry?-t.- WI ~~rz. I, 2 000
~tb !llif~
Notarial Seal
Hamilton C. Davis, Notary Public
ShlDDensburg Bora, Cumberfand County
MY Commission Expires Sept. 22, 2000
Page 5
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28D601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BRIGHT THOMAS l
126 E KING STREET
SHIPPENSBURG, PA 17257
__nn__ fold
ESTATE INFORMATION: SSN: 162-22-5108
FILE NUMBER: 2101-1004
DECEDENT NAME: HOCKERSMITH R lEE
DATE OF PAYMENT: 03/25/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/13/2001
NO. CD 000993
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,264.72
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TOTAL AMOUNT PAID:
REMARKS:
CHECK# 180
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$1,264.72
MARY C. lEWIS
REGISTER OF WillS
I
R V-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 1004
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Hockersmith, R. Lee 162-22-5108
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
10/13/01 07/16/1907 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK r Original Return ~2 Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousai Poverty Credit (date of death between 0 11. Election to tax un der Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
fij~$;:~QNMij$ti!:p'Qimj$ti!.WAij~P'Qijij!$ijQfm!ijeW~@Q.iji.i!jjglfi'~T.aJNFQijMAt.jQj:$.HQqm~ijgP.~R!<<tip.rr.Qf
NAME COMPLETE MAILING ADDRESS
COR- Thomas L. Bright, Esquire 126 East King Street
RE- FIRM NAME (If Applicable) Shippensburg , PA 17257
SPON
DENT
TELEPHONE NUMBER
(717) 532-7388
125,000.00 OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) NqilEf' d
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) N~e "'-'
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 549,333.68 1'-,)
6. Jointly Owned Property (Schedule F) \..-c:
0 Separate Billing Requested (6) None
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) None
8. Total Gross Assets (total Lines 1-7) (8) 674,333.68
9. Funeral Expenses & Administrative Costs (Schedule H)(9) 17,112.86
10. Debts of Decedent, Mortgage Liabifities, & Liens (Schedule I) (10) 8,795.39
11. Total Deductions (total Lines 9 & 10) (11) 25,908.25
12. Net Value of Estate (Line 8 minus Line 11) (12) 648,425.43
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 648,425.43
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15)
573,425.43 -
TAX 16. Amount of Line 14 taxable at lineal rate X .0 45 (16) 25,804.14
-
COMPU- 17. Amount of Line 14taxable atsibling rate 0.00 x.12 (17) 0.00
TATION 18. Amount of Line 14 taxable at collaterai rate 75,000.00 x.15 (18) 11,250.00
19. Tax Due (19) 37,054.14
20. 0 IC~9.KH~ntYQt(Ail~ij~QU~$fd.~)kR~Np'j'jf'Aij'Pve.8pAYM~lftml
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o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: R. lee Hockersmith
SlJMVJARY OF AI.J.[)CATIONS 'ID BENEFICIARIES
Taxable at lineal rate
Jane H. Yost
Fred B. Hockersmith
286,712.72
286,712.71
573,425.43
Taxable at collateral rate
Peggy Hockersmith
75,000.00
21-2001-1004
PA REV-1500 EX (6-00)
Decedent's Com lete Address:
STREET ADDRESS
55 East Kin Street
Page 2
CITY
Shi
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17257
(1)
37,054.14
34,000.00
1,789.42
Total Credits (A + B + C)
(2)
35, 789 .42
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 LIne 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
.. ........ ..... ........... .:.:.:.::: ....:::..:::.:.::.:::.::.:.::.~~~:c;::-:;:.::~.::ble t~:~E~:I:::::::2TI::i'::~:!!:::;;]:~~;.:?:.':"':.'. ... .::.::.::::::::;: .... ..... .......
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
(3) 0.00
(4)
(5) 1,264.72
(5A) 0.00
(5B) 1,264.72
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; .......................................
b. retain the right to designate who shall use the property transferred or its income; .................
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 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 penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which preparer has any knowledqe.
SIGN E OF PERSON RESPONSIBLE FOR FILING RETURN DATE
J> ... L./-O
Yes No
~ I
B ~
~
ADD
attached
R OTHER THAN REPRESENTATIVE
DATE
..2.-o'L
King Street, Shippensburg, PA
17257
...... .... ........
........................................... ,:::::;: ...... ........:.:.:.:.:.;.:.:.:.:.:.:.:.:.:.:.:.::::::::::;:;: ..................... ....... .......... ........ :.:.'.:.:.:.y.;.:.'.;.:.:.:.:.:.
;.;.:.:.: .;.;.;.:.;.;::::::;.::;.:;:;;:::::::::::::::::; :.:.'.:.:.:.:.:.:.:.:.:.:-:.:.:.:.:.:.:.:.:.:.'. .:.'.;.:.:.:.:.:.;.:.;.:.:.:.:.;.:.:.:.;.:. ........................................
F.~.~...d~ies. of' ',iea t'.;' '0 ii' 0': aft'er: jjj i~' '1 ~ '1' 99'4' an d' beta j:e' Jan:~:~;:;:""; '1'9'9'S:' t.ti'e' tax 'rai~':i'm pase d 'o'n' t' ~\ e"ri et' v;;lu'e' [)ri~~'~~f'~'~'~'
t~" [) r"f'~~ t'h"~"~~'e' of' t.ti'e' su'~vi'vi ~.g..~p.~.~~.~..i.~.i~i~
[72 P.S. ~ 9116 (a) (1.1) (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. ~ 9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
Th e tax rate imposed on the net value of transfers fro m a deceased child twenty-one years of age or younger at death to or for th e use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. ~ 9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% [72 P.S. Ii 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 oradoption.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: R. lee Hockersmith
21-2001-1004
The following person (s) are signing the return as representative (s) of the estate:
Jane H. Yost
45 Norris Road
Biglerville, PA 17307
REV-~502 EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R. lee Hockersmith
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-2001-1004
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 51-55 East King Street, Borough of Shippensburg, Cumberland
County, PA - proceeds of sale 01/30/02
125,000.00
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
125,000.00
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R. lee Hockersmith
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-2001-1004
Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F.
ITEM
NO. DESCRIPTION
VALUE AT
DATE OF DEATH
5,826.12
1.15
1.00
410,537.10
10,898.24
5.91
2,630.12
11.26
99,209.65
706.10
8,100.00
2,300.00
4,000.00
200.00
62.00
170.00
38.78
150.00
673.01
218.00
3,595.24
$ 549,333.68
1 Orrstown Bank Checking AccOill1t #600512
Interest on al:x:>ve item accrued as of decedent's death
2 Mellon Bank Checking AccOill1t #100-011-2332
3 Orrstown Bank Trust Accoill1t #50001144042
4 Mellon Bank Money Market AccOill1t #00355-100667
Interest on al:x:>ve item accrued as of decedent's death
5 Orrstown Bank Irrevocable Burial Fund Certificate of Deposit
#30050210
Interest on al:x:>ve item accrued as of decedent's death
6 Mellon Bank Certificate of Deposit #01150749
Interest on above item accrued as of decedent's death
7 Gross Proceeds of Public Sale 02/16/02
8 1987 Honda Acura - proceeds of sale 11/19/01
9 1982 Mercedes Benz - proceeds of sale 01/08/02
10 Hub City Club - death benefit 11/14/01
11 AAA - refill1d at cancellation 11/30/01
12 Erie Insurance Group - auto insurance premium refill1d at
cancellation of Honda 11/21/01
13 Car lisle Regional Medical Center - refill1d of overpayment
12/24/01
14 Erie Insurance Group - auto insurance premium refill1d at
cancellation of Mercedes 01/10/02
15 School Tax Proration at real estate settlement 01/30/02
16 Erie Insurance Group - property insurance premium refill1d
02/01/02
Total from continuation oaqe(s)
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
Page 2
Estate of: R. lee Hockersmith
21-2001-1004
SaIEDULE E -- Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
17 Erie Insurance Group - personal property insurance premium
refund 02/14/02
38.00
18 Erie Insurance Group - catastrophe insurance premium refund
02/14/02
49.00
19 U. S. Treasury - 2001 federal income tax refund
3,350.24
20 PA Department of Revenue - 2001 state income tax refund
158.00
'IDTAL. (Carry forward to main schedule) . . . . . .
3,595.24
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R. lee Hockersmith
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-1004
Debts of decedent must be reported on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 Fogelsanger-Bricker Funeral Hare
2,120.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
0.00
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees Name : Thanas L. Bright, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
14,243.34
0.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
479.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total from continuation page (s)
270.52
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
17,112.86
7 CPA11 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
Estate of: R. lee Hockersmith
SOiEDULE H, PART B - - Administrative Costs
Item
No. Description
7 Register of Wills, Cumberland County - filing PA Inheritance Tax
Return
8 Register of Wills, Cumberland County - filing Family Settlement
Agreement
9 Cumberland law Journal - advertising letters Testarnentaxy
10 News Chronicle - advertising letters Testarnentaxy
11 Linda K. Klein - notaxy fee
12 Register of Wills, Cumberland County - 1 Short Certificate
TOTAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-1004
.Arrount
15.00
100.00
75.00
67.52
10.00
3.00
270.52
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R. Lee Hockersmith
Include unreimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-1004
DESCRIPTION
AMOUNT
36.24
74.72
225.00
20.63
29.97
14.36
23.78
219.00
61.00
286.00
357.16
1 GPU Energy - November billing
2 First USA Bank - credit card balance
3 Swaim Health Center - 10/31/01 statement
4 Sprint - November billing
5 First USA Bank - credit card balance
6 PPL Gas Utilities - November billing
7 GPU Energy - December billing
8 Richard L. Ernst - 4th quarter and end of year payroll tax
returns
9 Erie Insurance Group - property premium
10 Erie Insurance Group - ultra building premium
11 Orrstown Bank Checking Account #600512, check clearing after
date of death
12 Timmons Oil, Inc. - 12/06/01 delivery
13 Swaim Health Center - 11/13/01 statement
168.30
7.90
14 PPL Gas Utilities - December billing
14.33
15 GPU Energy - January billing
20.66
16 Borough of Shippensburg - quarterly water, sewer, refuse
17 Country Corner Rental - snow rerroval 01/07/02
193.00
20.00
18 PPL Gas Utilities - January billing
19 Country Corner Rental - snow removal 01/19/02
13.08
20.00
20 GPU Energy - February final billing
26.49
21 PPL Gas Utilities - February final billing
10.60
Total from continuation page (s)
6,953.17
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,795.39
Copyright Forms Software Only, 1997 Nelco, Inc.
Estate of: R. Lee Hockersmith
SCHEDULE I -- Debts of Decedent, Mortgage Liabilities and Liens
Item
No. Description
22 Expenses of Public Sale
23 Real Estate Settlement Expenses (including 1% realty transfer
tax $1,250.00; final water/sewer billing $126.98; and county tax
proration $56.39)
24 Internal Revenue Service - 2001 1040ES 4th quarter incane tax
payment
25 PA Department of Revenue - 2001 PA40ES 4th quarter incane tax
payment
26 ShipPeI1Sburg Earned Incane Tax Bureau - househld employee local
withholding tax, 4th quarter 2001
27 PA Department of Revenue - household employee state withholding
tax, 4th quarter 2001
28 PA Unemployment eanpensation Fund - household employee
unemployment tax, 4th quarter 2001
TOTAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-1004
Arrount
2,302.19
1,433.37
3,000.00
200.00
3.00
8.40
6.21
6,953.17
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
R. lee Hockersmith
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Peggy Hockersmith
242 North Main Street
Chambersburg, PA 17201
2 Jane H. Yost
45 Norris Road
Biglerville, PA 17307
3 Fred B. Hockersmith
1045 Pine Isle Lane
Boca Ciega Village
Naples, a 34112
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not Ust Trustee(s)
Friend
Daughter
Son
21-2001-1004
AMOUNT OR
SHARE OF ESTATE
75,000.00
286,712.72
286,712.71
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-:- CHA-RiTASLEAND GOVER1\iMEN-TAL DISTRISUflLfNs-
None
7 CPA13 NTF 10913
TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
0.00
j ""
// .
IIV.'U th IS-UI
*'
COMMONWtAU" Ol' "N""YlVANIA
DtPAIIMINT Of RIVINUt
'_AHCI 'All DlVItlOH
POSl OffICI lOll "'7
"AIII.IUtO. 'A 17105"'27
. \.
, ~ SAFE bEPOSIT BOX
INVENTORY
r/;'
PI..a.. Print or type
MUST IE COMPll!TED IV REPRESENTATIVE 0' FINANCIAL INSTITUTION WHERE SA!'!! DEPOSIT BOX IS lOCATED AND RETURNED TO AIOVE ADDRES!
"T"T!) flIP COO!)
/730
..
r
"TAUI IIIP COOEI
.. (HAM!! IllELATIOHSHI'"
ISTlEET ADORESSI (CITY) "T"TEI Ill' CODE)
.,.
c. (NAM!! IUlAflONSHIl'I
CSTlEET "OOlESS} (CITY) CSTATE) (lIP CODE)
,
. !3-a nK ~.
"".!
ISTATE) Ill' CODEI
r fb...
it . ;;o~-t-
.. lHAMEI
F reo! 6, Hock-er..IfY)/ 'I--~
ISTREET AOORESSI
P,'ne
Ill' COOEI (CITY)
-Isl e.._
L-
LUI"'\e-.
ISTATEI IIIP CODE)
(CITY)
ISTATE)
. NAMI AND mll 0' IMPlOYl TAKING THIINVlNTORY
l-i-SQ Mil / er C S. R
(
WAS A Will IN TNllOXt ~o If ~., .. Dot. 0' wml
It. No",. _d .dd......'....._ repreMftfatav., If _d In .....wIR
(NAME)
~ Cl ne -t+" ~s.. T
IST1l!!T "DORUSI
S <?(J"/. ~D 00
w" I j r--c-(\"'('J v pel On
)0 -1(0 '0 I
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IcnY)
(STAT!! (lIP CODEI
c. N._ alMl .dd..... .. aHenley, If ewy
(HAM!! .
.}+o tr):L-S- 5 ('(~ " T-
ISlR!!T ADORESSI
ICfTYI
(ST"T!!
(lIP COOE)
"
"'
l'
Page / of /-
SAFE DEPOSIT BOX :INVENTORY
INSTRUCTIONS
(1) Ca.h, Report total only. .
(2) Stocle.. lI.t In detail evejoy' common or preferred certificate, warrant or other right. found.ln bal(. Stock. are
to be de.lgnated by nome of company, certificate number, date of certlllcat., nome In which stock I. regl.tered,
, and number of share. and doss of .'ock.
(3) Obligation. 0' U'. S. Gov.mMt"h Number of items, dole of inue, face value, nome. In which regl.~.red
, and type of ownership, I..., lolntly held, payable on dealh, elc.
(4) Bbnd., O.slgnate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank a~d Savings and Loa~ Pas.book., State name of depositor, number of boole, last dote appearing In
book, nome of bonk and branch, and balarice. .
(6) Jewelry, Coin., Stamp., Manukrtpt., etc, Ust and describe os fully 01 possible.
(7) De.cls, Mortgage., Curr'nt In.urance Pollel.. or other evidence. 0' Indebt.dn...s u.t ond de.crlbe 0*
lolly as possible.
(8) All other con.en'",
" '.,1
ITIM DIIC.""ON
6i
. ,
I certify uncler p.nalty of ,erfury that the above record'. c6rr.ct and complete to the be.' of my knowleclge
ancl belk'. .
:~~d~g-L
J..../ .' I/er C~~
NOTE, Attach additionallY." x 11" sh..t(a) If n.c..sary or us. dupllcat.s of thl. page of form.
Dat.
I )-S-bJ
t,
"
.
. ~ r~.. . ,.....
A. Si: 111::1::MENT STATEMENT u.s. Department of Housing
and Urban Development
OMB No. 2502-0265
B. TYPE OF LOAN
1. 0 FHA 2.DFmHA 3. IXlCONV. UNINSURED \6. File Number: 17. Loan Number: 18. Mortgage Insurance Case Number:
4. OVA 5. OCONV.INSURED P10
C. NOTE: This torm is tumished to give you a statement 01 actual setllement costs. Amounts paid to and by the settlement agent are shown. Items marked '(P.O.C.)' were
or will be paid outside the closing; they are shown here tor informational purposes and are not included In the tolals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Timothy C. Strausner Estate of R. Lee Hockersmith The First National Bank of Greencastle
51 East King Street cro Thomas Bright, Attorney, 6 Willow Run Drive Main Office
Shippensburg, PA 17257 Shippensburg, PA 17257 40 Center Square
P. O. Box 8
Greencastle PA 17225
G. PROPERTY LOCATION: H. SETTLEMENT AGENT:
51-55 East King Street The First National Bank of Greencastle
Shippensburg, PA 17257 PLACE OF SETTLEMENT: Ii. SETTLEMENT DATE:
40 Center Square, Greencastle, PA 17225 January 30, 2002
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract sales price 125,000.00 401. Contract sales price 125,000.00
102. Personal property 402. Personal property
103. Settlement charges to borrower (line 1400) 2,702.93 403.
104. 404.
105. 405.
Adjustments for items paid by seller In advance Adjustments for items paid by seller in advance
106. City/town taxes to 406. City/town taxes to
107. County taxes to 407. County taxes to
108. Assessments to 408. Assessments to
109. School Taxes 01-30-02 to 06-30-02 673.01 409. School Taxes 01-30-02 to 06-30-02 673.01
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 128,375.94 420. GROSS AMOUNT DUE TO SELLER 125,673.01
200. AMOUNTS PAID BY OR ON BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 500.00 501. Excess deposit (see instructions) 500.00
202, Principal amount of new loan(s) 106,820.00 502. Settlement charges to seller (line 1400) 1,376.98
203. Existing loans(s) taken subject to 503. Existing loan(s) taken subject to
204. Application deposit 504. Payoff of 1 st mortgage loan
205. 505. Payoff of 2nd mortgage loan
206. 506.
207. 507.
208. 508.
209. 509.
Adjustments for items unpaid by seller Adjustments for items unpaid by seller
210. City/town taxes to 510. City/town taxes to
211. County taxes 01-01-2002 to 01-30-2002 56.39 511. County taxes 01-01-2002 to 01-30-2002 56.39
212. Assessments to 512. Assessments to
213. 513.
214. 514.
215. 515.
.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER (107,376.39) 520. TOTAL REDUCTION AMOUNT DUE SELLER (1,933.37)
300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross amount due from borrower (line 120) 128,375.94 601. Gross amount due to seller (line 420) 125,673.01
302. Less amounts paid by/for borrower (line 220) (107,376.39) 602. Less reductions in amount due seller (line 520) (1,933.37)
303. CASH FROM BORROWER 20,999.55 603. CASH TO SELLER 123,739.64
RESPA, HB 4305.2, HUD-1
PAGE 2
.:NT CHARGES:
_ SALES/BROKER'S COMMISSION based on price PAID FROM PAID FROM
&Ion of Commission (line 700) as follows: BORROWER'S SELLER'S
FUNDS AT FUNDS AT
SETTLEMENT SETTLEMENT
,3. Commission paid at Settlement
104.
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee 0.500% 534.10
802. Loan Discount %
803. Appraisal Fee to Ausherman Bros. Real Estate 350.00
804. Credit Report to
805. Lender's Inspection Fee
806. Mortgage Insurance Application Fee
807. Assumption Fee
808. Mortgage Broker Fee %
809. Flood Determination to Credit Plus Solutions Group 10.00
810. Life of Loan Flood Certification to Credit Plus Solutions Group 15.00
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from 01-31-2002 to 02-01-2002 @ $ 14.33 /day 14.33
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for month(s) to
904. Flood Insurance Premium for year(s) to
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard insurance months @ $ per month
1002. Mortgage insurance months @ $ per month
1003. City property taxes months @ $ per month
1004. County property taxes months @ $ per month
1005. Annual assessments months @ $ per month
1006. months @ $ per month
1007. months @ $ per month
1008. Aggregate Accounting Adjustment
1100. TITLE CHARGES
1101. Settlement or closing fee to FNB G-castle 300.00
1102. Abstract or title search to
1103. Title examination to
1104. Title insurance binder to
1105. Document preparation to
1106. Notary fees to Bearer 3.00
1107. Attorneys' fees to Komerstone Property Settlements, Inc. (includes 150.00
1108. Title insurance to (includes )
1109. Lender's coverage $
1110. Owner's coverage $
1111.
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees: Deed $25.50 Mortgage $33.50 Releases $ 59.00
1202. City/county tax/stamps: Deed $1,250.00 Mortgage $ 1,250.00
1203. State tax/stamps: Deed $1,250.00 Mortgage $ 1,250.00
1204. Future mortgage satisfaction fee 17.50
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest inspection to
1303. Final water/sewer/garbage bill 126.98
1304.
1305.
1400. TOTAL SETTLEMENT CHARGES (enter on line 103, Section J and on line 502, Section K) 2,702.93 1,376.98
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts
and disbursements made on my account or by me in this transaction. Ilurther certify that I have received a copy of the HUD-1 Settlement Statement.
BORROWER:
SELLER:
~
Date
\0'10.- OZ/
Date
November 13,2001
Thomas L. Bright, Esquire
Weigle, Perkins & Associates
126 East King Street
Shippensburg, P A 17257
RE: Estate of R. Lee Hockersmith
~ Dear Sir:
~
ORRSTOWN
BANK
I arnenclosing, at your request, the Date of Death values for the accounts owned by the above-
mentioned client. Our records show one checking account, one CD which is an Irrevocable
Burial fund, and one trust account. The deceased is the sole owner of record for the trust account
and burial account. The checking account was jointly owned with his spouse when it was
opened in 1982.
Please find enclosed the date of death values, as well as all applicable accrued interest, signed
and printed on bank stationary.
If you have any further questions, or require additional information, please do not hesitate to call
me directly at 717-530-2655.
Sincerely,
ari~JCI".J1z~
Chris Jackson
Trust Administrator
Orrstown Bank Trust Department
Enclosures
PO Box 250 · Shippensburg, PA 17257 · (717) 532-6114 . (717) 532-4143 Fax. www.orrstown.com
~
ORRSTOWN
BANK
TO: Orrstown Bank Trust Department
PO Box 250
Shippensburg, PA 17257-0250
FROM: ORRSTOWN BANK
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF R Lee Hockersmith DECEASED
DATE OF DEATH: 10-13-01
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1) CHECKING ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
600512
R Lee Hockersmith 12-01-82
Mabel H. Hockersmith
$5,826.12
$1.15
(2) SAVINGS ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
(3) CERTIFICATES OF DEPOSIT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
30050210
RLee Hockersmith 10-18-94
Irrevocable Burial Fund
Fogelsanger-Bricker Funeral Home
$2,630.12
$11.26
Date: 11-6-01 By: Jennifer K. Coffey
~~
PO Box 250 · Shippensburg, PA 17257 · (717) 532-6114 . (717) 532-4143 Fax. www.orrstown.com
CUSIP
3133MBHK6
60934N625
810852AP8
922031794
OBCD0499A
~
ORRSTOWN
BANK
R. LEE HOCKERSMITH
ACCT # 50 001144042
DOD 10/13/01
SECURITY
ACCRUED INT
FHLB 7.25% 5/15/03
FED FUND 851 (MM)
SCRANTON HUD 7.14%
V ANG GNMA ADM SHS
OB CD 4.5% 6/19/04
$ 608.19
$ 151.48
$ 579.13
$259.88
$ 240.00
c~ /!J;
A c..cou.v'\t Of-()-e. ct 0 v1
O~ J 0;/ /lqqq
DOD VALUE
$ 21,939.39
$ 144,003.17
$ 41,877.93
$122,476.61
$ 80,240.00
Lf 10, S j .-'.1 0
- --
PO Box 250 · Shippensburg, PA 17257 · (717) 532-6114 . (717) 532-4143 Fax. www.orrstown.com
@
P.O. Box 7899
Philadelphia, PA 19101-7899
Mellon Bank
November 19, 2001
Thomas L Bright Esq
126 East King Street
Shippensburg P A 17257
Estate Of R. Lee Hockersmith
Date of Death: 10/13/2001
SSN 162-22-5108
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the
above decedents name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries,
please call (215) 553-1585.
'7
SinCirl)r'i ...}
.~ RL[d't-----
/
Mellon Bank, N.A.
Deposit Support Services 199-5355
Page 1 of 2
fb Mellon Bank
Monday, November 19, 2001
Account
Number Account Title
100-011-2332
R Lee Hockersmith
00355-100667
R Lee Hockersmith
Date Opened: 07/06/1998
Principal Sal Int from Last
as of 000 Posting to 000
$1.00 $0.00
Date Opened: 03/24/1999
Principal Sal Int from Last
as of DOD Posting to 000
$10,898.24 $5.91
Date Opened: 01/08/2001
Principal Sal Int from Last
as of DOD Posting to 000
$99,209.65 $706.10
01150749
R Lee Hockersmith
Account Type: DO
Account Sal YTD Int to
as of DOD 000
$1.00 $0.00
Account Type: SA
Account Sal
as of DOD
$10,904.15
YTD Int to
000
$203.42
Account Type: TO
Account Sal YTD Int to
as of DOD DOD
$99,915.75 $3,117.06
Page 2 of 2
J~/./~':J fl jJfJfl e.xe6q1tl-t
. :q S AJ t~tl-fS ~C';&- P
$ ffl......;e V/)JJ. f4. /73 t1 7
SELLER NAME K. LEE- /Jce J!JNfrJ ITA [5/1
ADDRESS 53 C. /d? 5r
5/-1 (fJ/.?J/J/5i?It/fj/;1&-.
LOCATION OF SALE S?1f ~:f 1/91; fF)tf/Vd5
AUCTIONEER N /Ie /2 /I~, - d-r x,Lt/.
FINAL
SETTLEMENT
DATE OF SALE 02-/ b -t::1.::2-
PHONE J.5~ ... ~J /5
/7c2.S' 7
.
ZIP
-
PHONE 5'j~- /I~ 7" 7
.
-
PROFESSIONAL FEES r t:t
AUCTIONEER /tJ $
7 r2 7" & 0
CASH $
CHECKS $
OTHER RECEIPTS
$
$
$
$
$
$
$
$
$
TOTAL RECEIPTS $ 8"loCJ I CJc)
LESS TOTAL EXPENSES $ :J..J02c J '/
CLERK $
CASHIER $
OTHER EXPENSES
di}) l-
/t'D i/-e flY;
J.....1J~tJ t.
JRuet..c / lAi.JJ)l
lie A- -,-
c~TTJ -aJ.A ~ ;j).
.f;1iS 1/tM'S'/[ ~~t>I/"lv
.% & /J.s 7/9 ;?</
$ / IS tJO
$ bJr- ry
$ bc1/CJO
$ 9t,(Jl'
$ .;Ls~ CfJ c?
$ jPCJ. Dc}
$ J/~tJ
$
$
$
I (or we). the seller. accept this settlement and acknowledge receipt of the above specified net proceeds
from the auction of my goods and property sold on the above date. I accept all responsibility for providing
merch t ble title to all goods, and property sold, and for delivery of title to the purchaser.
v.L
:; ;/'uctio~ or Cashier's Signature
h :2 Date
I
;>(
Date 2- 2 { -rJ2-
Date
(Seller's Signature)
SELLER'S COPY
~
JOHN P. HOCKERSMITH
15 HAMMOND RD.
WALNUT B~, PA 1.72~6-9763
PAYTO~/i_ _
~ ORDE]J-df.. ~. ','
l./!.....
~ ' t
~
"
06-00
9713
llallfJrst
Allfirst Bank
Harrisburg, P A 17101
FOR
I:O~ . ~D08l~I:2 iODODOOO .75
-/f)/~ ~~~ ~7 ik~
~ ! Ca-n~ ~'Wd...-1dnu.-.AfYl &-.fi'-...I
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en
3737
. e
/1TLE NUMBER (AS SHOWN ON ATTACHED TITLE)
PURCHASE
PRICE
(See nole on reverse)
.
o FAIR
LESS
TRADE-IN
.
o POOR
MIDDLE INITIAL
TAXABLE
AMOUNT
.
Le
t-
%
w
::l;
%
'"
0;
lfl
~
c. LAST NAME (OR FULL BUSINESS NAME)
~
MIDDLE INITIAL
1, Sales Tax Due
x 6% C06j or
x 7% CO? '
*(See note on reverse),
~~~~:;m&~(mUSI
be a number/rom 1
10:23 or 0) ,
.
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CO-PURCHASER
STREET
1
CITY
STATE
ZIP ,CODE
REFER TO COUNTY CODES
USTING ON REVERSE SIDE 6, Transfer Fee
OF PINK copy
.
.
MAKE OF VEHICLE
R
m
VEHICLE IDENTIFICATION NUMBER
7. Increase Fee
.
.
CONDITION
D GOOD
MODEL YEAR
B. Replacement
Fee
o POOR
o FAIR
.
.
ORIGINAL PLATE .; Check One
o PLATE TO BE ISSUED BY
BUREAU (PROOF OF IN-
SURANCE MUST BE AT-
TACHED,)
EXCHANGE PLATE TO BE
ISSUED BY BUREAU
TEMPORARY PLATE
ISSUED BY FULL AGENT
o TRANSFER OF PREVIOUSLY ISSUED PLATE
o TRANSFER & RENEWAl OF PLATE
o TRANSFER & REPLACEMENT OF PLATE
o TRANSFER OF PLATE & REPLACEMENT OF STiCKER .
"'" Ci
TOTAL PAID
(Add 1 thru B)
.
11.GRAND TOTAL
(Add 9 & 10)
REASON FOR REPLACEMENT
,0 LOST < 0 DEFACED
,0 N~~-:;'~1?,~~S~if~~~~~b" block is checked a
VIN
o
Q1
o STOLEN
lieant must com lete Form MV-44.
L.
EMH2009_
83205
RELATIONSHIP TO APPLICANT
I CERTIFY THAT ON MONTH ~ (1/1 DAY YEAR
I HAVE CHECKED TO DETERMINE THAT THE VEHICLE IS INSURED AND
ISSUED TEMPORARY REGISTRATION TO THE ABOVE APPLICANT, IN
COMPLIANCE WITH AlL APPLICABLE PROVISIONS OF THE VEHICLE CODE
AND DEPARTMENT REGULATIONS. . ,",>
IlWE CERTIFY THAT I/WE HAVE EXAMINED AND 'SIGNED THIS FORM AFTER ITS COMPLETION -AND THAT THE INFORMATION GIVEN IS TRUE AND CORRECT. IF AN EXEMPTION
IS CLAIMED, THE PURCHASER FURTHER CERTIFIES THAT HE/SHE IS AUTHORIZED TO CLAIM THIS EXEMPTION.I/WE ACKNOWLEDGE THAT I/WE MAY LOSE MY/OUR OPERATING
PRIVlLEGE(S) OR VEHICLE REGISTRATlON(S} FOR FAILURE TO MAlN.TAlN FINANCIAL RESPONSIBILITY ON THE CURRENTLY REGISTERED VEHICLE FOR THE PERIOD OF
REGISTRATION. I/WE ACKNOWLEDGE THAT IlWE MAY BE SUBJECT TO A FINE NOT EXCEEDING $5,000 AND IMPRISONMENT OF NOT MORE THAN TWO YEARS FOR ANY
FAlSE ST.I\TEMENT THAT MA E ON THIS M .
tu E I Pu TELEPHONE NUMBER
))
$5d - LfSCj f.c
ISSUING
AGENT
INFOR-
MATION
1ST
ASSIGN-
MENT
Signature of Seller
2ND
ASSIGN-
MENT
Signature 01 Second Purchaser or Authorized Signer
TELEPHONE NUMBER
(
Signature of Co-Seller
Signature of Co-Purchaser/Title of .Authorized Signer
z
o
w~
~o:
ft
;::.
NOTE: If a co-purchaser other than your spouse is listed and you want the title to be listed as "Joint Tenants With
Right of Survivorship" (On death of one owner, title goes to surviving owner,) CHECK HERE D. Otherwise, the title
will be issued as "Tenants in Common." (On"death of one owner, interest of deceased owner goes to his/her heirs or
estate). "
NOTE: IF THE VEHICLE IS TO BE USED AS A DAILY RENTAL OR LEASED VEHICLE, CHECK THIS BLOCK 0 . IF BLOCK IS CHECKED, COMPLETE AND ATTACH FORM MV-IL.
MESSENGER NUMBER:
1. BUREAU OF IV!OTOR VEH1CLES
~
~
~
JRZ - 5.1 hockersmith.l August 29, 2000
LAST WILL AND TESTAMENT
I, R. Lee Hockersmith, of 53 East King Street, Shippensburg,
Cumberland County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby declare this to be my will,
hereby revoking any and all former wills and codicils thereto by me
heretofore made.
I.
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paid from my
estate as soon as practicable after my decease as a part of the
expense of the administration of my estate.
II.
I give the sum of $75,000.00 cash to Peggy Hockersmith, of 242
North Main Street, Chambersburg, Pennsylvania, if she survives me.
III.
I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my children, Jane H. Yost, of 45
Norris Road, Biglerville, Pennsylvania, and Fred B. Hockersmith, of
{'..
~
\
472 Ohio Avenue, Chambersburg , Pennsylvania, in equal shares I
provided that the share of any child who predeceases me or dies on
or before the thirtieth day following my death shall be distributed
to said beneficiary's issue, per stirpes, living on the thirty-
first day following my death.
IV.
Any fiduciary under this will shall have the following powers
in addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income I
including property held for minors, exercisable without Court
approval I and effective until actual distribution of all property:
A. To retain any and all of the assets of my estate, real or
personal, without regard to any principle of
diversification of risk.
B.
To invest in all forms of property including stockl
common trust funds and mortgage investment funds without
restriction to investments authorized for Pennsylvania
fiduciaries as they deem properl without regard to any
principle of diversification of risk.
To sell at public or private sale, to exchange or to
lease for any period of time any real or personal
property and to give options for sales I exchanges or
leases, for such prices and upon such terms or conditions
as they deem proper.
Page 2
C.
~
J
\
D. To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
E. To compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
G. To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
V.
I direct that all taxes that may be assessed in consequence of
my death of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
<
VI.
I appoint my son, Fred B. Hockersmith, and my daughter, Jane
H. Yost, co-executors of this my will.
VII.
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my
Page 3
'.
last will and testament, consisting of five typewritten pages, the
first three of which bear my signature in the margin for the
purpose
of
identification
this
_a!"-!'-
day
of
." ."....
" f.~ ,/ol_1".1.,.//tt.....I,t ~jA"> /
i
, 2 tJt'Jt) .
/f G-e~
7~
(SEAL)
Signed, sealed, published and declared by the above-named
testator as and for his last will and testament in our presence,
who in his presence, at his request and in the presence of each
other have hereunto set our
. ../ '"' /.'
G;j~ll'<<(;rc
hands as attesting witnesses.
, , Il
. .. .....~,,,....-j. /7:-' /'_
/'17" /' g;~h(AJ i(~ (?i{.rt/i/Y/J4.6(.4KuI~lj;/ .L....
./ / //
tl1d~N.~I.
We,
R.
Lee
Hockersmith,
-JDe(; R. ?l WJ Ntf21C
and
-rA-e~. ~Tf!ft/
, the testator and the witnesses respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as
his last will and testament and that he executed it as his free and
voluntary act for the purposes therein expressed and that each of
the witnesses, in the presence and hearing of the said testator
signed the will as witnesses and to the best of their knowledge
said signer was at that time eighteen years of age or older, of
Page 4
~.....' .....
sound mind and under no constraint or undue influence.
~/~ ;Z~
Testator '
C' _ /::7 Iy\~::?,c ~C-
( Witness ~..//
~-~
Witness
Subscribed, sworn to and acknowledged
before me by the above-named signer and
subscribed and sworn to before me by the
above-named witnesses this " ~ day of
Sf'~irWl ~-e.a. , 2000
~;-~ I. iJ~
tary Public
Notarial Seal
Hamilton C. Davis, Notary Public
ShlDDensburg Boro, Cumberfand County
MY Commission Expires Sept. 22, 2000
Page 5
/?- /P-0)
'v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Recore;,;;;,,:
R,~~,p"~'~..'
t:'~/!;>.t;
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
"of DATE
\Vi!ls ESTATE OF
DATE OF DEATH
FILE NUMBER
MAY -2 Al1 :54 COUNTY
ACN
REY-7l6 EX AFP (01-02l
THOMAS L BRIGHT ESQ
126 EKING ST
SHIPPENSBURG
'03
04-28-2003
HOCKERSMITH
10-13-2001
21 01-1004
CUMBERLAND
202
R L
Amount Remitted
P A Olert7~
CumbE,;> (]
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, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
R1fV=7j6--EX--AFP--[oi~-02)-----i!i-Noific1f-OF--DETE-RMiN~fio-N-AiiD-AS-SESS-MEN;r----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF HOCKERSMITH
R
L FILE NO.21 01-1004
ESTATE TAX DETERMINATION
ACN 202
DATE 04-28-2003
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
35,264.67
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
35,264.67
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional 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 .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
mlF A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
17- /.?-6--'
\. 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
'*'
REY-485 EX AFP <01-02'
'07
THOMAS L BRIGHT ESQ J.._
126 EKING ST
SHIPPENSBURG RA 17257
\\ '
-~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-06-2002
HOCKERSMITH
10-13-2001
21 01-1004
CUMBERLAND
201
R
L
> i
.. J
Amount Remitted
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, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
jff''=483--E)C-AFP--cor--02j-----..-Nofic'E--oF--OETERMINATlo'N-ANo-AS-SEssHENy---------------------- --- ---
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF HOCKERSMITH
R
L FILE NO.2l 01-1004
ESTATE TAX DETERMINATION
ACN 201
DATE 05-06-2002
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
35,264.67
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
35,264.67
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 .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
nll~ A D~~IINn !':oFE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
",,-, /~- /;?-6--'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
THOMAS L BRIGHT ~~~
126 EKING ST
SHIPPENSBURGPA 17257
/,~
:~~ t :
05-06-2002
HOCKERSMITH
10-13-2001
21 01-1004
CUMBERLAND
101
*'
REY-15~7 EX lFP <01-02)
R
L
Amount Remitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
125,000.00
.00
.00
.00
549,333.68
.00
.00
(8)
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":rEX--AFP-foY=02Y-NOTicE--OF-YNHEiiifAifcE-TAX-A-PPR'AisEMENT-,--AL1-oWANCE-oi----------- - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOCKERSMITH R L FILE NO. 21 01-1004 ACN 101 DATE 05-06-2002
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
17,112.86
8,795.39
(1lJ
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
674,333.68
25.908 25
648,425.43
.00
648,425.43
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
573,425.43 X 045 = 25,804.14
.00 X 12 = .00
75,000.00 X 15 = 11,250.00
(19)= 37,054.14
,,---~. . {+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-09-2002 CDOO0739 1,789.47 34,000.00
03-25-2002 CDOO0993 .00 1,264.72
TOTAL TAX CREDIT 37,054.19
BALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .OSCR
\10 AFTER DATE INDICATED, SEE REVERSE
\LCULATION 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.)
J3 08:23 PAX 85~ bb~ J~U~
~tfi\ Internal Revenue Service
WJI Cincinnati, OH 45999
c/ I -v' 11,/....'
dJ~ ()J~ ItJOC/
Contact Person: Brian Kaufmann
Badge Number: 17-14026
Telephone: 1-866-699-4083
(Toll Free Number)
C'(( 12 C(1~y
March 5. 2003
Estate Tax Closing Document
(Not a bill for tax due) .
THOMAS l BRIGHT ESO
126 EAST KING ST
SHIPPENSBURG PA 17257
Estate Name: . R LEE HOCKERSMITH
Social Security Nu.mber: 162-22-5108V
Date of Death: 10/13/2001
We have determined the following:
NET ESTATE TAX: $
STATE DEATH TAX CREDIT: $
GENERATION-SKIPPING TAX: $
0.00
0.00
0.00
These figures do not include any interest and penalties that may be charged.
Please keep this document in your permanent records. You may need it to complete
administration of the estate, such as: close probate proceedings, transfer title to property, and
settle state taxes. Keep it with your cancelled check(s) to show that you have met the estate tax
obligation. Proof of payment in the amount shown above releases you of personal liability
(IRe 2204). If the time for payment in the amount shown above is extended under
section 6161, 6163, or 6166, personal liability is not released until full payment has been
received.
We will not reopen this return unless you notify us of changes to the return, or there is evidence
of misrepresentation of a material fact, a clearly defined substantial error based upon an
established Service position or a serious administrative omission. (See IRC 7121).
"
. ''','' ~.....:
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Field Director, Cincinnati Compliance Service Center
EST ATE OF R. LEE HOCKERSMITH
File No. 21-01-1004
F AMIL Y SETTLEMENT AGREEMENT
; , :\
THIS AGREEMENT made this .;f~ i day of
, \ \:~ i
,2002,
BETWEEN: PEGGY HOCKERSMITH, JANE H. YOST, AND FRED B.
HOCKERSMITH, being the legatees under the Last Will and Testament of R. Lee
Hockersmith, late of the Borough of Shippensburg, Cumberland County, Pennsylvania,
AND
JANE H. YOST, Executrix of the Estate under the Last Will and Testament of
R. Lee Hockersmith, deceased,
WHEREAS, R. Lee Hockersmith died October 13, 2001, testate, and under his
Will left his estate to the parties herein; and
WHEREAS, Letters Testamentary were granted to Jane H. Yost on November 2,
2001, by the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, all assets of the late R. Lee Hockersmith have been liquidated or
distributed and all his debts paid in full, and further the period of four months having
been terminated since the first advertisement of the issuance of Letters to the said
Executrix, the said parties hereto desire to waive the duty of the Executrix to file a
First and Final Account with Proposed Schedule of Distribution for purposes of
confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court
Division, AND FURTHER desire that a Family Settlement Agreement be executed,
which Family Settlement will be duly recorded among the deed records in and for
Cumberland County.
WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of
the premises above stated, and of the Accounting and Proposed Schedule of Distribution
attached hereto and made a part hereof, and the receipt of their distributive shares as
therein shown, do mutually bind themselves to the said Distribution and Accounting as
set forth and further mutually release each other and in particular Jane H. Yost,
Executrix, from all claims and demands whatsoever arising out of settlement of the Estate
of R. Lee Hockersmith.
The parties hereto do further agree that should any liability come due to the estate
of the said decedent after the signing of this agreement, we and each of us do hereby
covenant and agree with each other and the aforesaid personal representative that we will
contribute pro rata our share of the estate to satisfy any and all claims, demands, suits, or
causes of action which may be successfully prosecuted against the said estate or the
aforesaid personal representative after the signing, sealing and delivery of this family
settlement agreement and final release.
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the
day and year first above written.
WITNESS:
""
t~ ~fSEAL)
Peggy ckersmith
Jt~ :Ji~:~::
FredockersmitlJ
/"--"'~"., . " ''I
\ \..,.'~ '\ \.'
" .
WEIGLE & ASSOCIATES. EC - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
COMMONWEAL TH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
On this, the
'.' ...~ -
I' '.
(,.,........-
day of
,\., "''\ \1
, 2002,
before me, the undersigned officer, personally appeared PEGGY HOCKERSMITH and
JANE H. YOST, known to me (or satisfactorily proven) to be the persons whose names
are subscribed to the within instrument, and acknowledged that they executed the same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(SEAL)
;.~
STATE OF FbBltIDA
NOT .IAL SE
Thomas L B ' AL
Shippensburg T' fight, Notary PUblic
My Comm;ss:;'i:xCop.unty of Cumberland
Ires Nov, S, 2004
SS
COUNTY OF . \'A. 'v', \.. 'l: L ,:,,- d
On this, the
')
-7-:::)
day of
,\. \. ,\'(
, 2002,
before me, the undersigned officer, personally appeared FRED B. HOCKERSMITH,
known to me (or satisfactorily proven) to be the person whose name is subscribed to the
within instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~
(SEAL)
NOTA IAl SEAL
Shl I.. 8deN N .
pp"p.;:,... " ~ ".1, otary PU"!i..
M ,,^,U~.flhf: i.lp, , C>'fun.....,'..' ,/
Y Commission i=vn' ty of c.. ''',.o:"ic,'" ~
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WEIGLE & ASSOCIATES, PC - ATTORNEYS AT LAW - 126 EAST KING STREET RG..!PA 17257-1397
\"".'t-ll.~"'"
SUMMARY OF ACCOUNT
Estate of R. lee Hockersmith
For Period 10/13/01 Through 5/16/02
Page
Proposed Distribution to Beneficiaries
11
Principal
Receipts
Net Gain (or loss) on Sales or
Other Dispositions
Other Receipts
1-2
3
less Disbursements:
Administration Expenses (Prin)
Fees and Corrrnissions (Prin)
Funeral Expenses (Prin)
Other Expenses (Prin)
4
4
4
4-6
$36/016.24
14,243.34
2/120.00
8/795.39
Balance before Distributions
Distributions to Beneficiaries
7
Principal Balance on Hand
8
Income
Receipts
Less Disbursements:
Income Taxes
9
10
Balance before Distributions
Distributions to Beneficiaries
Income Balance on Hand
Combined Balance on Hand
Fiduciary
Acquisition
Value
$ 39,975.34
-----------
-----------
$675,839.66
-499.22
0.00
$675,340.44
61/174.97
$614/165.4 7
576/505.98
$ 37,659.49
$ 2,317.30
1.45
$ 2,315.85
0.00
$ 2/315.85
$ 39,975.34
-----------
-----------
RECEIPTS OF PRlliCIPAL
Estate of R. lee Hockersmith
As of 5/16/02
Assets Listed in Inventory
(Valued as of date of death)
Checking Accounts
Orrstown Bank Checking Accoill1t #600512
$1.15 Accrued Interest
$ 5,827.27
Mellon Bank Checking AccOill1t #100-011-2332
1. 00
Money Market Accounts
Orrstown Bank Trust Account #50001144042
$410,537.10
Mellon Bank Money Market Account
#00355-100667
$5.91 Accrued Interest
10,904.15
Certificates of Deposit
Orrstown Bank Irrevocable Burial Fund
Certificate of Deposit #30050210
$11.26 Accrued Interest
$ 2,641.38
Mellon Bank Certificate of Deposit #01150749
$706.10 Accrued Interest
99,915.75
Residences
51-55 East King Street, Borough of
Shippensburg, Cumberland County, PA -
proceeds of sale 01/30/02
Household Goods & Funrishings
Gross Proceeds of Public Sale 02/16/02
Misc. Personal Property
1987 Honda Acura - proceeds of sale 11/19/01
$ 2,300.00
1982 Mercedes Benz - proceeds of sale
01/08/02
L1 nnn nn
Page 1
Fiduciary
Acquisition
Value
$ 5,828.27
421,441.25
102,557.13
125,000.00
8,100.00
RECEIPTS OF PRlliCIPAL
Estate of R. Lee Hockersmith
As of S/16/02
Page 2
Assets Listed in Inventory
(Valued as of date of death)
Fiduciary
Acquisition
Value
$ 6,300.00
Refunds
Hub City Club - death benefit 11/14/01
$ 200.00
62.00
170.00
38.78
lS0.00
673.01
218.00
38.00
49.00
3,3S0.24
lS8.00
-----------
S,107.03
AAA - refund at cancellation 11/30/01
Erie Insurance Group - auto insurance premium
refund at cancellation of Honda 11/21/01
Car lisle Regional Medical Center - refund of
overpayment 12/24/01
Erie Insurance Group - auto insurance premium
refund at cancellation of Mercedes 01/10/02
School Tax Proration at real estate
settlement 01/30/02
Erie Insurance Group - property insurance
preroium refund 02/01/02
Erie Insurance Group - personal property
insurance premium refund 02/14/02
Erie Insurance Group - catastrophe insurance
premium refund 02/14/02
u. S. Treasury - 2001 federal incane tax
refund 03/26/02
PA Department of Revenue - 2001 state income
tax refund 03/26/02
Miscellaneous Property
Federal Group Life Insurance - insurance
proceeds payable to beneficiaries
l,S05.98
'IDTAL rnvENIDRY
$67S,839.66
-----------
-----------
GZill'iIS AND LDSSES ON SAlES OR OTHER DISPOSITIONS
Estate of R. Lee Hockersmith
For Period 10/13/01 Through 5/16/02
12/11/01 Orrstown investment account closed
Net Proceeds
Fiduciary Acquisition Value
Net loss
Net loss
$410,037.88
410,537.10
Gain
Page 3
loss
$
499.22
$
499.22
DISBURSEMENTS OF PRmCIPAL
Estate of R. Lee Hockersmith
For Period 10/13/01 Through 5/16/02
Administration Expenses (Prin)
11/14/01 Register of Wills/ CUmberland County -
Letters TestamentaI}' and Short Certificates
11/14/01 Cumberland law Journal - advertising Letters
TestamentaI}'
12/18/01 News Chronicle - advertising Letters
TestamentaI}'
01/08/02 Register of Wills/ CUmberland County - PA
Inheritance Tax payment at discount
02/11/02 Register of Wills/ CUmberland County - 1
Short Certificate
03/06/02 Register of wills/ CUmberland County -
certified copy of Will
03/12/02 Register of Wills/ CUmberland County - filing
PA Inheritance Tax Return
03/12/02 Register of Wills/ CUmberland County - PA
Inheri tance Tax balance due
05/16/02 Register of Wills/ CUmberland County - filing
Family Settleme.J.""1t Ag-..ceement
05/16/02 Linda K. Klein - notaI}' fee
Fees and Commissions (Prin)
03/20/02 Thomas L. Bright/ Esquire - 1/2 attorney fee
05/16/02 Thomas L. Bright/ Esquire - balance of
attorney fee
Funeral Expenses (Prin)
10/18/01 Fogelsanger-Bricker Funeral Home
Other Expenses (Prin)
10/25/01 Orrstown Bank Checking Account #600512/ check
clearing after date of death
$
479.00
75.00
67.52
34/000.00
3.00
2.00
15.00
1/264.72
., Af"\ f"\f"\
-LVV.vv
10.00
$ 7/121. 67
7/121. 67
$
357.16
Page 4
$ 36,016.24
14/243.34
2/120.00
DISBURSEMENTS OF PRINCIPAL
Estate of R. Lee Hockersmith
For Period 10/13/01 Through 5/16/02
11/14/01 GPU Energy - November billing
11/14/01 First USA Bank - credit card balance
11/14/01 SWaim Health Center - 10/31/01 statement
11/19/01 Sprint - November billing
11/28/01 First USA Bank - credit card balance
11/28/01 PPL Gas Utilities - November billing
12/05/01 GPU Energy - December billing
12/05/01 Richard L. Ernst - 4th quarter and end of
year payroll tax returns
12/05/01 Erie Insurance Group - property premium
12/05/01 Erie Insurance Group - ultra building premium
12/05/01 Shippensburg Earned Income Tax Bureau -
househld errployee local withholding tax, 4th
quarter 2001
12/05/01 PA Department of Revenue - household errployee
state withholding tax, 4th quarter 2001
12/05/01 PA Unerrployment Corrpensation Fund - household
errployee unerrployment tax, 4th quarter 2001
12/13/01 Timmons Oil, Inc. - 12/06/01 delivery
12/13/01 SWaim Health Center - 11/13/01 statement
12/20/01 PPL Gas Utilities - December billing
01/03/02 GPU Energy - January billing
01/04/02 Internal Revenue Service - 2001 1040ES 4th
quarter income tax payment
01/04/02 PA Department of Revenue - 2001 PA40ES 4th
quarter income tax payment
01/08/02 Borough of Shippensburg - quarterly water,
sewer, refuse
01/08/02 Country Corner Rental - snow removal 01/07/02
Page 5
$
36.24
74.72
225.00
20.63
29.97
14.36
23.78
219.00
61.00
286.00
3.00
8.40
6.21
168.30
7.90
14.33
20.66
3,000.00
200.00
193.00
20.00
DISBURSEMENTS OF PRJNCIPAL
Estate of R. Lee Hockersmith
For Period 10/13/01 Through 5/16/02
01/24/02 PPL Gas Utilities - January billing
01/24/02 COlliltry Comer Rental - snow rerroval 01/19/02
01/30/02 Real Estate Settlement Expenses (including
1% realty transfer tax $1,250.00; final
water/sewer billing $126.98; and county tax
proration $56.39)
02/13/02 GPU Energy - February final billing
02/13/02 PPL Gas Utilities - February final billing
02/16/02 Expenses of Public Sale
'IDTAL DISBURSEMENTS OF PRINCIPAL
$
13.08
20.00
1,433.37
26.49
10.60
2,302.19
Page 6
$ 8,795.39
$ 61,174.97
-----------
-----------
DIS'IRIBUTIONS OF PRINCIPAL 'ID BENEFICIARIES
Estate of R. Lee Hockersmith
For Period 10/13/01 Through 5/16/02
To: Peggy Hockersmith
Specific Bequest - Cash
12/13/01 Cash
To: Jane H. Yost
Cash
12/13/01 Cash
03/20/02 Cash
$200,000.00
To: Jane H. Yost
Federal Group Life Insurance - one-half of gross
proceeds
12/04/01 Cash
Total for Jane H. Yost
To: Fred B. Hockersmith
Cash
12/13/01 Cash
03/20/02 Cash
To: Fred B. Hockersmith
Federal Group Life Insurance - one-half of gross
proceeds
12/04/01 Cash
Total for Fred B. Hockersmith
'IDTAL DISTRIBUTIONS OF PRINCIPAL 'ID BENEFICIARIES
50,000.00
752.77
200,000.00
50,000.00
753.21
Page 7
$ 75,000.00
250,752.77
250,753.21
$576,505.98
-----------
-----------
PRINCIPAL BAlANCE ON HAND
Estate of R. Lee Hockersmith
As of 5/16/02
Page 8
Current
Value
Carrying
Value
Checking Accounts
Orrstown Bank Estate Checking Account
#103-003087
$ 39{975.34
$ 39{975.34
Less: Income balance on hand
$ 39{975.34
2{315.85
$ 39{975.34
2{315.85
PRINCIPAL BAlANCE ON HAND
$ 37{659.49
$ 37{659.49
-----------
-----------
-----------
-----------
RECEIPTS OF llio:::ME
Estate of R. lee Hockersmith
For Period 10/13/01 Through 5/16/02
Interest
Orrstown Bank Checking Account
11/14/01 final interest at closing
Orrstown Bank Estate Checking
11/25/01 interest
12/25/01 interest
01/27/02 interest
02/25/02 interest
03/25/02 interest
04/25/02 interest
Mellon Bank Money Market Account
12/06/01 final interest at closing
Orrstown Bank Irrevocable Burial
10/18/01 final interest at closing
Mellon Bank Certificate of Deposit
12/06/01 final interest at closing
Total Interest
Rental Income
51-55 East King Street
11/15/01 November rent
12/03/01 December rent
01/31/02 January rent
Total Rental Income
TOTAL RECEIPTS OF llia:::ME
$
2.01
0.88
50.84
19 .41
51.50
55.09
20.69
198.41
$
33.18
2.25
581.45
500.00
500.00
500.00
1,500.00
Page 9
$
817.30
1,500.00
$ 2,317.30
DISBURSEMENTS OF INCCME
Estate of R. Lee Hockersmith
For Period 10/13/01 Through 5/16/02
Incane Taxes
02/11/02 PA Department of Revenue - 2001 PA41
fiduciary income tax
'IDI'AL DISBURSEMENTS OF rnO:::ME
Page 10
$
1.45
$
1.45
-----------
-----------
PROroSED DIS'IRIBUTIONS 'ID BENEFICIARIES
Estate of R. Lee Hockersmith
For Period 10/13/01 Through 5/16/02
Page 11
To: Jane H. Yost
Cash
5/16/02 The beneficiary will receive a 50% interest in the
estate's residue, representing a portion of the
following assets:
Cash
$ 19,987.67
Total
$ 19,987.67
To: Fred B. Hockersmith
Cash
5/16/02 The beneficiary will receive a 50% interest in the
estate's residue, representing a portion of the
following assets:
Cash
19,987.67
Total
$ 19,987.67
TOTAL PROroSED DIS'IRIBUTIONS 'TO BENEFICIARIES
$ 39,975.34
-----------
-----------
JANE H. YOST, Executrix of the Estate ofR. Lee Hockersmith, deceased, hereby
declares under oath (penalties of perjury) that she has fully and faithfully discharged the
duties of her office; that the foregoing First and Final Account is true and correct and
fully discloses all significant transactions occurring during the accounting period; that all
known claims against the estate have been paid in full; that, to her knowledge, there are
no claims now outstanding against the estate; and that all taxes presently due from the
estate have been paid.
Jane H.
Subscribed and sworn to by
JANE H. YOST, before me this
,,;' "day of ,''v\.~ '1
2002.
~
NO RIAL SEAL
Thomas L. Bright, Notary Public
Shippensburg Twp., County of Cumberland
My Commission Expires Nov. 5, 2004
WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
REGISTER OF WILLS, CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
Name of Decedent: R. Lee Hockersmith
Da te of Death: 10/13/01
Will No.
21-01-1004
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
-~,- ..-'\ -) j'" .-)
Date: ,-, .".L"} - l L~
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Signature
Thomas L. Bright, Esquire
Name (Please type or print)
WEIGLE & ASSOCIA~ES, P.C.
126 East King Street
Address
Shippensburg, PA 17257
( 717) 532-7388
Tel. No.
Capacity:
Personal Representative
X
Counsel for personal
representative
(MAH:rmf/AM3)