HomeMy WebLinkAbout05-17-79
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~ F. No. 21-16-6119
i 0, ,of Payment
HUNDRED TWD'l'y -EIGB'r &1 91
00------..--..........-- d II
oars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
(ROY Hockenberry Ie Mary K. Petter
Address
22 South H11h Street
U.vvtl1e,Pa. 17241
2 0/, Tax on
$
$
$
$
$ I
$ ~~
$ '26..91
$
6% Tax on
$
Date of Death 11-10-1978
15% Tax on
$
Ml.7 11.1979
% Tax on $
Estate Tax. Act of
May 7, 1927
Name of Decedent BESSIE L. HOCID~Y
County
Cuaberlancl
TOT Al TAX CREDIT
less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
_ % from
to
$
Remarks:
PAm Olf ACCOUIT.
lroo ~ ~ [L~ @rulrrn
SEA l
TOTAL AMOUNT PAID ^
/
$
"~8 - 07
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NOTE: This Triplicate Receipt to be retained for audit purposes.
11
Received by
NOTE: In accepting the transler inheritance tax an luture estates, prior to the death 01 the Iile
tenant or tenant for years, os evidenced by this receipt, it is understood that the Commonwealth sholl
not be precluded or prevented Irom hereafter assessing additional inheritonce .tax at the deoth of the
lile tenant or tenont for yeors whenever it appears that such additional tax may be legally due and
collectible lor ony reason whatsoeveL
R10har4(1f:a~~~.r.On
R.11.~.p ft~ Vills
(Title)
-- - ---- -- --- - ---- - - - - - - - - - - -- - - - - - - - - - - - - - - - ---._-
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...
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
L
J
55:
_~__~_~Hockenberry and Ma:;y K. Fetter
being duly
sworn __~ according to law, depos~ and says that "theY are Co-Executors
of the Estate of Bessie L. Hockenberry
late of __.t.hE3J3()rougl1_ 0:1: CaE1::L~!E3.___. I Cumberland County, Pa., deceased and that the
within is an inventory made by them ._ ~_, the said CO-Executors
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
tYI~ Ie)
JJj XlLVv\ ~. ~Nrjfj;)
,; ,
SUSAN J. HOVEvm, Notary Public
Newville, Cumbc:'iand Co., Pa.
My Commission Expires Sept. 6, 1982
19 79
~Cg;'~k7Z!~j~2y
\ / 111 ~ /( 3f~ fY--- v
Executor - Administrator
Sworn
and subscribed before me,
R.D.#4
Carlisle, PA
704 West Penn
Carlisle, PA
17013
St.
17013
Address
Date of Death
10
Day
November
Month
1978
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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--
Inventory of the real and personal estate of
BESSIE L. HOCKENBERRY
deceased.
Checking account with Farmers National Bank of Newville,
Bessie L. Hockenberry or John C. Hockenberry and Mary H. Fetter 1,303 74
Carlisle Building and Loan Association 628 39
Account #823, Savings
Bessie L. Hockenberry or Mary H. Fetter
Savings Account #2074 lB,055 88
Farmers National Bank of Newville
Bessie L. Hockenberry or Elsie L. Warner
Carlisle Building and Loan Association 1,327 40
Burial Fund
Bessie L. Hockenberry or Frank C. Egger
Funeral Home
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TOTAL 1$11,315 41
I
Form RC C -10
....
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"
} .---
OF . ( j, J
'. /: /( "COUNTY
/
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
7
OFFICE OF THE
REGISTER OF WILLS
l ,f
. . , ~~
THE SUM OF ............ $~lf7?:...L
DA" ......V'" .~...Lf(/f.)?
@; t:J~J c. ~~
'\ Regis)., or Wills, Agut
AND AGENT OF THE CO"lMONWIiAlTH
,
>
/
ESTATE OF
Bessie L.
the Borouqh of Carlisle
DATE OF FilING APPRAISEMENT
DATE OF DEATH
NOvember 10. 1978
DATE
No. OF
VOUCM...IIt
NAME OF PAYEE
REMARKS
AMOUNT
5
12 40
10 00
312 36
42 4
31 18
4 30
225 00
11-29 78
11-29 78
Hairdresser
Miscellaneous expenses
funeral ex enses
11-29 78
1-17
79
Minister
Presbyterian Homes, Inc.
Geor e's Flowers
funeral ex enses
1-17
1-17
2-1
79
79
79
funeral ex enses
M.G.M. drugs
Carlisle Hospital
3-9
79
Eb Granite Works
Frank C. Egger
rave marker
11-29 78
funeral ex enses
McCrea & Davis cost
Short certificates
19 00
3 00
18 00
Notice, Cumberland Law J.
Notice, Evening Sentinel
16 65
M
At
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Cumberland ss:
I, fiI] 't1fM'$>o..J.)-I>!VL.., o.~",l ~~ fc-'. ::f.l:ttT4...:> HEREBY CERTIFY. THAT. TO THE BE_r OF
MY KNOWLEDGE AND SElIEF. THE P'dREGOJNG IS A JUST AND TRU E STATEMENT OF DEBTS. FUNERAL EXPENSES AND EXPENSQ Opt
ADMINiSTRATION SUBMITTED TO THE EST....TE OF ~no:..;/ ;1./~J)v~~~ DECIEASIiD. AS DEDUCTIONS "OR
~ \'~Ch-:t-#C('J~~{l[(L 2-/7.</ (l. S.)
SWURN AND sueSCRIStD I!lEFORE ME THIS I':> I DAY OP' (/ ~
. , e -XL. m<:i(j 1(, 1.i:ttZ
. 1(a-r~ )
TOTAL
2 499 29
',..HJ;RITANCE TAX PIJRPOBES.
SUSAN J. HOVETT . Notary Public
Newviile, Cumberland Co., Pa.
My Commission Expires Sept. 6, 1982
,.
.
-;
RCC-,,"s (4-73)
.(<:
,-
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.
$//7/71
RESIDENT DECEDENT
COUNTY OF r.UMRE RLAND
IMPORTANT:
This return must be completed in detail and filed in duplicate, with all attached, with the Register of Wills of the
County where decedent resided; Return is due within nine months after date of death, unless an extension is granted
by the Secretary of Re1tenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE EST A TE OF
BESSIE L. HOCKENBERRY
(STATE FULL NAME OF DECEDENT)
} AFFIDAVIT OF
EXECUTOR
~HMIN~~AOOR
.,
/
Cumberland
.-, 'u.f
,
Late of
County
State of
Pennsylvania
} 55:
County of Cumberland
Roy Hockenberry and Mary K.
of the estate of the above-named decedent being duly sworn, depose
Fetter,
co-
Executor S
~'X
and say
Decedent died
November
10
(MONTH)
Name and address of attorney or }
other authorized representative to whom
all correspondence should be mailed.
(DAY)
, 19~J testate leaving 0 last will. copy of which is hereto attached. }
(YEAR) t~iUXX
McCrea & Davis, Hamilton C. Davis, Esquire
22 South High St., Newville, PA
17241
That as such Executors deponent is familiar with the affairs of said estate and the property constituting
( EXECUTOR-ADMINISTRATOR)
the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or
as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the
exception of the following: _
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
Farrn~II National B
Newvl e, Pennsylvanla
BesSle L. Hockenberr
That the contents of said safe deposit box or boxes are itemized under Schedules n/aof this return,
wi th the exception of the following, for the reasons hereinafter set forth: Contained papers of no
value.
That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property
in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the
mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at
death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the
columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof
as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property
wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of
death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings
banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons
giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's
death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal
savings, treasury certificates or notes and other evidence of indebtedness of the United States to the de-
cedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States,
or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death;
all wearing apparel, jewelry, silverware, pictures, books, works of art, household furniture, horses, carriages,
automobiles, boats, and any and all other personal chattels of whatsoever. kind or nature, left by decedent,
together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all
claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing
for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if
any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be
less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys
payable to the estate from life insurance policies carried by decedent; all annuity and endowment contracts
the proceeds of which were payable upon the death of the decedent; all and the corporate stocks. and dividends
due thereon and unpaid as of the date of death, bonds and accrued interes t thereon to the date of decedent's
death and other investment securities owned by the decedent at the time of death, with the market value there-
of at such time.
In the case of' securities of' close or f'amily corporations, the values reported are as f'ar as
Possible substantiated by f'inancial statements of' the corporations, showing the assets and liabilities
thereof' as of' the date of' death. The schedule also sets f'orth the interest of' decedent at the time of
death in any eo-partnership or business, and in support of' the value of' such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of' said co-partnership or husiness.
A copy of the co-partnership agreement, (if oral, a statement setting f'orth the nature of' the agreement)
together with a statement setting f'orth the character of' the business, its location, and such other f'acts
pertaining to the business as may be pertinent to a f'air and just appraisal of' the decedent's interest
therein must be submi tted. It should also set forth in itemized f'orm, together wi th the fai I' market value
thereOf, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers of property, real or personal, within two years of' decedent's
dea th, in contempla t ion of deceden t' s dea th, or intended to take ef'f'ec t in posses sion or enJ oymen t at or
after death, said schedule sets f'orth the nature and value of' such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transf'eree and
all other f'acts of a pertinent nature regarding said transfers. In the case of transff'rs intended to
take eff'ect in possession or enjoyment at or af'ter death, there is also attached to the schedule a cony
of' the deed, trust agreement or other instrument creating the trust. There is also set forth in said
schedule a list of' all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly wi th another, or any power of' appoint-
ment vested in decedent, either" individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets f'orth the names awl addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of' such issue to the benef'iciary.
That Schedule E attached hereto and made a part hereof sets forth all property, real and per-
sonal, owned by the necedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of' record of instruments effecting the vesti ture of'
real estate ann the date of acquisition of personalty, plus the name, address and relationship, if any,
of' co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed f'or and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to 1Je paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing ann unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of' the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligat.ions upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals or the appropriate columns in Schedules "A", "B", "e", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
.fJt-;Jr-y/,n (~~t' -;;'2l~~/l''l( _{
(Co.::;'executor) ,J
_m17tJi day of ....]l/dJc; ....... _ 19..ZL.;g~~!~~fmmmm.mmm_
>kaYl,lt::y .. ._m__;~::~~#ug~:1::m,P.;~:;l-:m~:,
I ~ -: :,;~i~ ... '.., :-. ;j-'- j": c!nJ C0., Pa. .........................................................................................................
t.\~ I;.gfiitfll;;~"J:1 bq;;;2S Sept. 6, 1982 (City or Town and State)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements requirerl unrler the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
Subscribed and sworn to before me this
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LASr WILL AND TESTAMENT OF
BESSIE L. HOCKENBERRY
I, fESSIE L. HOCKENBERRY~ widow, of 12 Lafayette Street in be
Boroug of Newville, Cumberland County~ Pennsylvania~ being of sound and
disposing mind~ memory 3.nd understanding, do hereby make.. publish and
I declare this as and for my last Wi!'l and Testament.. hereby revoking and
IllZlkilig v)id ZlIIY and all Wills by til(' at allY lillH' llc\'('!.ld', ,1'(' ll\;.(!v.
1. I direct my hereinafter named Executors to pay all of my just debts
and funeral expenses as soon after my, death as rnay be found c. ,nvenient to do
so.
2. A 11 the rest~ residue and remainder of my estate~ real, personal
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c, ,ild to pass to his or her issue, per stirpes. I am tile mother of the fOUOWin1
ten (10) children: Mary K. Fetter" Roy C. clockenberry.. Helen R. Bear"
and mixed, and w:,eresoever the same may be situate, I give, devise, and
bequeat:l in equal S')ares to my ten (10) c1lildren.. t:le share of any deceased
.James N. Hockenberry~ Marie R. Barrick.. Elsie L. Warner, Fl'ank ll.
qockenberry~ Clyde D. Hockenberry~ .John C. Hockenberry and Grant L.
r Iockenberry.
3. In t Ie event any person under tile age of 21 year's shall 811are in my
estate, I direct that the Carlisle Office of Daup in Depusii Tl'ust C()lllpauy..
shall be Guardian of the estate of such minor child and hereby authorize
and direct the said Dauphin Deposit Trust Company to pay the income arising
from the estate of eac such child for be support, maintenance and education
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of SUC;l child, to the person having custody of suc, child~ und 't!. /~ ,II ItU "'t
alsu authorize and direct the Dauphin Depusit Trust Company to pay f['om tile j
principal uf tile estate of eacl) child any amuunt wllic ! in its ;judgnwnt: is rl(~c-
essary or desirable to be expended for tile support, maintenance or education
uf suc 1 minor child.
~ ~
...
4. I hereby nominate" c,'nstitute and appoint two of my children"
Mcny K. Fetter and Roy C. Hockenberry as Co-Executors of this my last Will
and Testament.. and I further direct that neither one shall be required L: post
any bond to secure the faithful performance of his duties in Fie Commonwealth
of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF I rlave hereunto Set my hand and seal to tis last
"
Will and Testament consisting of two (2) pages this 7th day of July" 1966.
~,--"b--- --_.. _____.
(8 EAL)
Signed, sealed, published and declared by Bessie L. Hockenberry, the
I
testatrix above named, as and for her last Will and Testament, ln our persenc(,1
who, in h,'r' presence, at I"", ""qu"st, and in Ih" p"eSene,. or each olher, :,~ve I
hereunto subscribed our names as attE'stinr; witnE'sses.
I......, -~ t.
y lII",.... '-~f -----
- - - --- .~-_E:._-~.Ak __._. __ _ _ __ _ _ ___. _ ___
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RCC-87 (10-681
COMMONWEALTH OF PENNSYLVANIA
Department of Revenue
SAFE DEPOSIT OOX INVENTORY
1/19/79
(Date of Entry)
1. Name of decedent.
3. Date of death.
Bessie Hockenberr,y
12 Lafqette St., Newville, Penna 17241
lov. 10, 1978
2. Address of decedent.
4. Name and address of person who requested the opening of the box.
Roy Hockenb'rry and Mrs. Mary Fetter
5. Names, addresses, and relationship, if any, to decedent of persons present at
opening of the box. Ra,y Hoekenberr.y R.D.I4, Carlisle, Son and
Mrs. Mary Fetter. 104 West Penna St., Crlbl., Daughter
6. Name and address of the financial institution where the safe deposit box is
located.
The Parae" National Bank of Newville, Pa.
7. Date of contract to rent box.
3/2/70
8. Number of box. 117
9. Title under which box is registered.
Mrs. Bessie Hookenberry
10. Names and addresses of persons having access to box.
lone
ll. Name and title of employee charged with the duty of making the inventory.
Mervin J. Morrison, Cashier
12. Was there a will in the box? (Yes or No) Yes
13. If yes, state date of will, namf and address of personal representative, if
named in the will, and name and address of attorney, if any.
Date Jul 7 19t6 Mark r. Fetter and RoT C. Hook8l1berr.r representati vea
No attorney name4
#
Page 2
SAFE DEPOSIT OOX INVENTORY
Instructions: (1) CASH: Report total only. (2) STOCK: List in detail every common or
preferred certificate, warrant or other rights found in box. Stocks are to
be designated by name of com.pa.ny, certificate number, date of certificate,
name in which stock is registered, number of shares and class of stock.
(3) OBLIGATIONS of U.S. GOVERNMENT: Number of pieces, dates of issue, face
value, names in which registered. (4) OONDS: Designate by name, amount,
serial number, or otherwise. (5) sAvmas BANK or PASS OOOKS: State name
of depositor, number of book, last date appearing in book, name of bank and
branCh, and balance. (6) JEWELRY, COINS, STAMPS, MANUSCRIPTS, ETC.: List
and describe as .t'ul.ly as possible. (7) List Deeds, Mortgages, Current
In ance Policies or other evidence of indebtedness. 8 All other contents.
Papers ot no value 1n box.
Outdated Insurance policies
Old deeds 01 property which
have been sold years ag.'.
/
~_..
And now this 19 day of Jamal"7 , 19 79, I hereby
certify under penalty of perjury that the above record is correct and complete
to the best at m;y knowledge and beliet.
Signature
Mervin J. Mon-iaon, Cashier
Print Name and Title
NOTE: Use separate sheets if necessar,y.
-RC C-S4 (4-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE IIA"
REAL PROPERTY
*
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Property held by the decedent as tenant in common with another or other, should be identified
as to quantum of interest and the estimated value should be that of the decedent's interest only. (Property
held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule liE.")
The real property located In the Commonwealth of Pennsylvania .hould be (1) (2) (3)
described by lot and block number, .treet and street number, together wI th DePARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm .tate number of a. FOR YEAR OF ESTIMA TED CAUTION
ere.; 01.0 .tatement of mortgage encumbrance. upon each parcel at death DECEDENT'S MARKET VALUE (Do not write
of decedent. Taxe., a.....ment., accrued Intere.t on martgage., etc., are DEATH In thl. .pace)
to be listed on Schedule "F" and mu.t not be deducted from thl. .chedule.
NONE
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Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
RCC -35
REsrm:,\I DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
~
'~
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property shoulrl be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automObiles, boats, etc.)
Intangible personal property, such as bondS, treasury certificates, cash on hand and in bank,
stocks, mortgages, notes, together with accrued interest or diVidends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Checking account with
Farmers National Bank of Newville
Bessie L. Hockenberry or John C. Hockenbelry
and Mary H. Fetter
....-----/
$1,303.74/
Carlisle BUilding and Loan Association
Account # 823 , Savings
Bessie L. Hockenberry or Mary H. Fetter
./
628.39/~
Carlisle Building and Loan ASsociation
Burial. Fund
Bessie L. Hockenberry or Frank C. Egger
Funeral Home
V
$1,327.40./'
Savings Account #2074
Farmers National Bank
Bessie L. Hockenberry
of
or
Newville
Elsie L. Warner
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$8,055.88/
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$11,315.41
l\\ 3\'5.4\
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
x X
.
RCC-~()
CIlMMO\IV1:>U,I!r OF J>L:\\'SYLrA\TIA
TiV\\SFI"'i( I \H!':!l rLl\CF: 'fAX
SCHEDULE "e"
Tn \\'''H:JlS
~1~
~~~t
~ :,i:":'~) ~
n, ~~~~
~2.i/;:~:v~:,;tk
ilESIJW\T m:n:m::n
(1) Did oecedent, within two years ot'death, make finy transt'er of any material part of' h:Ls estate, without
receiving a valuable ar.o adequate consideratio/l therefor? (Answer yes or no) no
(2) Did rleceoellt, within two years of cleath, transfer- property from himself to himself and another or
(; t hers (inclucli ng it spouse) in j oi nt ownership? (Ans wer yes 0 I' no) no
(:1) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of' decedent at time of transfer
(b) State of deceoent' s heal th at time of making the transfer. (Note 1).
(c) Cause of decedent's oeath. (Note 1).
(4) Did decedent, in hL, Ii f'etime, make any trans fe I' 0 f proper ty wi thout receiving a valllable or adequate
consideration therefor which was to take effect in possession or enjoymeT't at or after his death?
(Answer yes or no) no
(il) \\a5 there any possibility that the property transferred might return to transt'erer or his
estate or be subject to his power of disposition? (Answer yes or no) nla
(b) What was the transferee's age at time of' decedent's death? n/a
(.5) Did decedent in his li fetime make any transfer without receiving a valuabie and adequate consideration
theref'or under whi ch transferor expressly or impl iedly reserves for his lit'e or any period which does
not in fact end bet'ore his death:
(a) The possession or er.joyment of or the right to income from the property transferred?
(Answer yes or no) no
(b) The right to designate the persons who shall possess er enjoy the property transferred or
income therefrom? (Answer yes or no) _no
(G) If the answer to (5) (b) above is in the aff'irmative, state whether the right was reserved in decedent
alone (Jr others __
(7) Did decedent in his lit'etime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benef'it of' care of transferor? C\nswer yes or no) no
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of !l reserved power to al tel', amend, or revoke, or which c(mld revert to decedent under terms
of' transfer or by operation of' law? (Answer yes or no) no
(9) If the answer to (8) above L.; in the af'firmative, was the power to alter, amend, or revoke the inter-
est of the bepef'iciary reserved in thp decedent alone or the decedent amI others?
(Answer yes or no)
NOTE 1: The answers to these questions should be supportecl by affidavi t by the attendj ng physi cian as
well as a copy of' the death certi f'icate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's f'air market v!tlue at date of' death, dates of' transf'ers and to ~'hom tranSferred, with
relationship of' transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
f'ers are claimed to be non-taxable, also submit detailed statement of t'acts on which said claim is based.
NOTE:1: List ap!,l icable property below in manner in which provided in Schedules A, B, or E.
ITEM
DESCRIPTION
MARKET VALlIE
(Es tima ted)
DEPT. VALl'AT~ON
(Dept. Only)
NONE
I
i
I
\
N r'V--lL
Insert this totltl opposite "Transf'ers", Schedule "C" in the
"As Reported" column on the last page of this return.
'. RCc'-37 (12-63)
CO!\fl\10~\rEALTIl OF PE;\,':,\SYYL\NIA
TRANSFER lNHERlTA!'I;CE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BE:\EFICIARIES
I RELATIONSHIP I I
BENEFICIARIES AND ADDRESSES (If step-children or I SURVIVED DATE INTEREST OF
State full names and addresses of all who . .. . DECEDENT BENEFICIARY
Illegitimate children I STATE YE' I OF
ave an interest, vested, contingent or other- are Involved, set I S BIRTH IN ESTATE
wise, in estate) forth this fact.) I OR NO
Roy C. Hockenberry son I yes sui juris one-tenth
R.D.#4, Box 198
Carlisle, PA 17013
James N. Hockenberry son ves sui iuris one-tenth
12 Lafayette St.
~ewv~rl.e, .l:'A 1.1L:ql.
Frank R. Hockenberry son yes sui juris one-ten th
R.D.#4
Carl~sle, PA 1.] U1.3
Clyde D. Hockenberry son yes sui iuris one-tenth
952 Calvary st.
carl.~sl.e, .l:'A .l1V.L.)
John C. Hockenberry son yes sui-juris one-tenth
R.D.#7 , ..., ^ , ...,
.,. ., ~~
'-- CU_ , rn. -L. U-L.,J
Grant L. Hockenberry son yes Sui-juris one-tenth
R.D.#3
. , , ~~ , "7 "'l JI ,
..cYVV-L.-L.-L......, .LLO ~ ~~-L.-
Mrs. Elsie Warner daughter yes sui-juris one-tenth
K.u.'lf.) D7\ 17,)A1
n . 11 ~
,
Mrs. Mary Fetter daughter yes sui-juri~ one-tenth
IU4 w. .penn ::it.
rrlrlic::ll=> p~ 17011
Mrs. Helen Bear daughter yes sui-juris one-ten th
.to \'Yes.:; !Yld..LIT ~ l....
Newville, PA 17241
Mrs. Marie Barrick daughter yes sui-juris one-tenth
93r Ham~l fon Sf.
C~rlicle, P^ 17n1~
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME
DATE OF DEATH
RESIDENCE
.... --:
-S(JJ'I""""l
E<~
~:: l::
'a Q) E
"S Q) E
"00.8
1 @:
8CJa;
...............
;:l '" ....
CJ ;:l 0
~E~
f:l. 0:<
SUMMARY
(Sch. "A")
..... (Sch. "B")
. ..(Sch. "C")
( 1 )
(As Reported)
none
.-...------------....-..---.---
_..~..--------,_.-
Real Property .. ........
Personal Property
Transfers ..............
(2 )
(As Determined!
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
$
$11,~)_5. 41
$
$
$
$)!-,}15.41
none
$
$
$
$
$
$
Gross Taxable Estate .
~
Z "0
Q)
.... W ell
c<J ..... '" ...l
Cl) ,L. Q)
>< CJ <
W :>-l.~ ..G
crJ CI}
p:; l:tt -
- <
-< p:; ~
IX: rLj. 0 <IS ClI:
0.... ~ r:x:r H 't:l '2 l:l.
0 <IS l:l.
0.... Z 0 s:: ~
w -< w <
:I: :I: W rLj III cu ;..,
r- W r- f-< ::.:;. r-l en Q
I:
0 ~ :r:: ~ ....-: u (!j H ~ 2:
Z f-< 0 f-< 0 r-I OJ v ~
C/'J ::r:. [I] ..Q 0....
~ W .r-/ S ...... ~
-------. 0 r-I 0
. ClI:
I: IX: H H U .s 0
,9 cu l:l.
..... W rLj. U iC ...
0:: f-< H ...... ;.. ClI:
.t: f-< 0 ..-
en W I:
'2 ....-: W. ...... .e' 0
- 0 E
E ..... rLj Cl) I: E
a:l. ...., 0
-~ ~ '"" 0
~~ .....1 U U
'.
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
R C C-38
COMMONWEALTH OF PENNSYLVANIA
TRi\NSFER INHERITANCE TAX
INSTRUCTIONS: This scherlule must disclose all property, real and personal, ownerl by the rlecerlent jointly
wi th another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated lmder Schedule
"A", pll>S the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to
the decedent.
Description of Property, Date of Acquisition, Name
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate.
unit
Value
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
x,.
NONE
Insert this total opposite "Jointly Ownerl Property", Schedule "E"
in the "As Reported" colunm on the last page of this return.
Nf~
REV-484 (8-78)
"
C;lUnty, Number and Name 21-Cumberland
21-78-0649
SUMMARY
[::ile Number
!J~_te of Death November 10. 1978
Estate Name Hockenberry Bess i e
(LAST NAME) (FIRST NAME)
L.
(INITIAL)
COMMONWEAL TH OF P ENNSYL VANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
REPORT OF INHERITANCE T AX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumberland
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E",
(",
Do+<~d: ._
July 12, 1979
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
" ~he undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fUlly report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allo",ed as a deduction,
Dated:
REGISTER OF WILLS
!NVENTORY
VALUE AS APPRAISED
$
k ADJUSTMENTS
ODE (HARRISBURG USE ONL YI
REMAINDER APPRAISEMENT CODE
Rea! Pro"srty (Schedule AI
Persona! Pmp'ertv (Schedule BI
Jo:nt-; ~8'f.l ?roperty (Schedule EI
Transfers (Schedule C)
TOT,\L GROSS ASSETS
Less Debts and Deductions
(SCHEDULE Fl
CLEAR VALUE OF ESTATE
00+
10+
20+
30+
92+
40-
93.
Valuation of life estates or %
PRINCIPLE
FACTOR
VALUE
CODE
1-
annuities..................... $
t=
L--
t=
ESTATE TAX ASSESSMENTS _ $
TOTAL TAX
CODE
2% $
60l $
.0 $
15% $
$
*
$
$ 1=
$
$
COMPUTATION OF TAX
FOR.USE OF REGISTER ONLY
Tax on $
Tax on $
Tax on $
Tax 0;' $;
Tax on :;;
Exempt ions
Totai Estote
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previous Iy po id
BALANCE
Less 5% ~f tOY if paid within
3 month" "fter deoth
BAU\H:::=' OF iNHERITANCE TAX DUE
Add ;,. ,'c,,: ot cate of 6% from
$
~~".'_'.""."~_ to
$
AMOU,H OF ESTATE TAX ASSESSED
ES1"',.. '"'' poid
$
$
*=
BALANCE DUE
Add, -'so G: rate of 6% from
to
$
$
TOTAL TAX BALANCE $
PAID $
Suppler..ental Codes: (FOR USE IN HARRISBURG ONL Y)
48..f.dj ustment
49+Adjustment
56-Annu ity
6O-life Estate
92+Remainder Appraisal
93-Remainder Deduction
93C-Charity
94-Remainder Re$idue
96-Success i ve
Life Estate
FOR USE OF REGISTER ONLY
ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills for proper reason,
same should be noted below, wi1h short explanotion. '
E- .....l
Z 'tl -<1:
W '" r./l
.... '" -
ro ~ 0$ -<1:
(1) '"
.... ~ >-1.) 0:::
r./l l... '" 0...
- l... Q Q)
< Q) 0...
0:: -<1:
0::: ..0 ';::
0... [.I.. c: 0
Q.. Q) > 0::
0 .:::t. ~ ""0 ;;. Z
~ -<1: ~ u Q) c: - -<1:
:c :c w 0 Z III >,
f- W f- E- 00 E-
o ::: :r: ~
0 g; "" < 4- l... ~ 0:::
Z E- O E- o 0 Q) (1) 0
[.I.. r./l -' ..0 Q.. Q..
W .J:: E!
0 Q) ::J '- W
~ ::J U 0 0:::
0::: Ul 0 ...s:::
0 W Ul l... .....
.- 0 -
..... E- Q) ro
ro E- to to (1)
.... '- ~
..... -<1: 0
00 :2 '- ~
.;:: 0 >, 0
..... E
=.6 II) ~
..... = E
.- '" OJ 0 0
==-<1: .....l U U
~
..
REV-SI8 (3-79)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P. o. BOX 2970
HARRISBURG
17105
IN YOUR REPLY PLEASE
REFER TO
Investigation Division
NOTICE OF FILING OF APPRAISEMENT
Roy Hockenberry
R.D. 4, Box 198
Carl isle, PA 17013
Mary K. Fetter
704 West Penn Street
Carlisle, PA 17013
(Executor or Administrator)
In Re: Estate of
Bessie L. Hockenberry
Cumberland
County - File No. 21-78-0649
Dear Mr. Hockenberry and Ms. Fetter:
You are hereby notified that the oriqina1
appraisement in the estate of Bess i e L. Hockenberry
has been filed in the office of the Register of Wills of Cumber1 and
County on Ju 1 V 12. ,19-1.9.... Said appraisement reflects the following valuations:
Real Estate
Personal Property
Transfers
Jointly Owned
Total
none
$11,315.41
none
none
$11,315.41
As to such tax that is paid within three months from date of death, a five (5%) percent
discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months
when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months
when death occurred prior to December 22, 1965) from date of death, interest at the rate of six
(6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within sixty
days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax
Act of 1961, 72 P. S. 2485-1001, P. L. 373.
\. \' r- .
Date
July 12, 1979
Signed
Title Admi n i s trat i ve Offi cer
NOTE: This is not a bill.
"
REV-457 (8-78)
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPERATIONS
P.O. BOX 2970
HARRISBURG, PENNA. 17105
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
COUNTY
FILE NO.
J u 1 y 1 2, 1 979
Cumberland
21-78-0649
..
Whereas, Bessie L. Hockenberrv late of Borough of Newville ~__
in the County of Cumber 1 and Commonwealth of Pennsylvania, having ,:',
the 10th day of Novp.mbp. r 19 ..zB..., seized and possessed of ~il; ,':,,~J e
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, Leo Fu 1 gin i t i , an appraiser duly appointed according t:; ],"\1,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash
value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in oossession or enjoyment to collateral heirs of the decedent after H18 '''',''c.
of any estate for life or for years, the Commonwealth herebY expressly reserves the right to appraise and assess transfer inheritance taxes at the lawfill c,ii;'t,'ral
rate on any such future interest.
DESCRIPTION OF ASSET
UNIT
VALUES
Real Estate
Personal Property
Trans fers
Jointly Held Property
TOTAL ASSETS
I
---I
I
~--~- ~_.,,---- i
--I
,....-,-.j
I
,..._1
Have been duly sworn according to law, I do hereby certify that the above appraisement is made in confol ell'
with the law on this 12th day of ,(-'JJul v r-'~> ~ . ~ i 19 ..J.!J-.
AniJr~' --
(Number and Street)
Harri sburg
(Post Office)
celin L
II
.
:::.. I- '"d en:
......
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::l w ~ "': 0\
(5 ~ Q) .......
w CJ
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a: ~1 ::>
a. 2
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ct >-= ~ w
,~1- 1...: Q): ~i >
X 1...: ~: 00 ::I: W
....J! ct '0 Q): -: ....... ~ -,: a:
I- ..0 : .-' I ......~ ......~
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w Q) Q): 0 3: Q)~ ~~
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.::g ~: Q) Q): CJ .. ~ ~ ~
2: u: ...... z: ~ 'f:I:r'
'. ct k1 0: OJ ...... I- 0
c--o I- ~ 4-: Q) 0 2 tI) tI) ~~
::X:: ~ Q)~ ~ 'ra ......
c:: 0: g W ~ e-
I co a: .. ~tI) ::l ~ 5. 0.
-.:....~ w ....J: ..c::: Q s..., ~ <:I:;
:I: Q) I- ~ 0. OJ
OJ ...c:~ ...... ~ ~ <:I:; ...c:
~~ 2: Q): ::I: tI) OJ a: CJ
--: 0: ...... c::: 's, ...... <( c::: ...... 1::1
OJ Q) ~: OJ ~
e: I- Ul: 1.... Q) 0: Q) '..... ::l
0: 1::1 0 0.. 0 0 c:::
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U W Q): lXl: Q) ...... Q) ..Q
0 a:l: <+-.. <:/) -s c::: 0 ~ c::: OJ ~
0 on:; ........
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s..., ...... s...,
CI) Ql Q, ~ ~ 0 Q) ...... Q' 3
w ...... Q) ~ CJ OJ 0 Q,
a: q ~ ~ ....... Q) ~ ~ 0. ~
k; 0:; <:I:;