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Home My WebLink About12-12-06 PLEASE .FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: JEAN G. HOCKER Date of Death: De c em b e r 5, 2 0 0 5 Estate No.: 200 5 - 0 10 7 9 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ( date) 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Y~ No x B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes x No D. Copies of receipts, releases, joinders .and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 1 2 - 11 - 0 6 Signature Jean D. Seibert, Esquite Name (Please type or print) 109 Locust Street, Harrisburg, PA 1710 Address (MAH:nnt/ AM3) 717-236-9301 Telephone No. SS ;Zi Z I ~riJ.. -......)-, Capacity: Personal Representative R.W. - 58 x Counsel for Personal Representative 0/ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY , PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1079-2005 FIRST AND FINAL ACCOUNT Ben Hocker, Executor for ESTATE OF JEAN G. HOCKER, Deceased Date of Death: Date of Appointment of Executor: Dates of Advertisement of Letters: Cumberland Law J oumal December 05, 2005 December 15,2005 The Sentinel January 13,20 and 27,2006 January 06, 13 and 20,2006 Account Stated To: August 1, 2006 Purpose of Account: Ben Hocker, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Ben Hocker 5730 Covington Circle Minnetonka, MN 55345 OR Jean D. Seibert, Esquire WION, ZULLI & SEIBERT 109 Locust Street Harrisburg, P A 17101 (717) 236-9301 SUMMARY OF ACCOUNT Page Current Value Fiduciary Acquisition Value Principal Inventory Amount Receipts Subsequent to Inventory Net Gain or Loss on Sale 3 4 5 $97,139.95 12,915.18 266.28 Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions 6 6 6 7 7 $2,522.35 272.00 2,137.54 9,133.65 4,750.00 Total Disbursements 7 $18,815.54 Principal Balance before Distribution $91,505.87 Advance Distributions 8 75,000.00 Distribution in Kind 8 200.00 Principal Balance on Hand $16,305.87 Income Receipts 9 $195.45 Less Disbursements 10 13.38 Total Income $182.07 Combined Balance on Hand $16,487.94 2 RECEIPTS OF PRINCIPAL Assets Listed in Inventory (Value as of date of death) Fiduciary Acquisition Value 918 shares ofUGI stock @ $21.74 per share 19,957.32 1,794.7360 shares of Dreyfus Premier Income Fund D @ $10.91 per share 19,580.57 3,921.0160 shares of Franklin US Govt Securities Fund Class A @ $6.43 per share 25,212.13 1,381.2390 shares of Columbia Federal Securities Fund A @ $10.41 per share 14,378.70 Certificate of Deposit No. 210010115513 at PNC Bank Interest accrued to date of death 2,657.00 1.86 Certificate of Deposit No. 21001015734 at PNC Bank Interest accrued to date of death 14,513 .85 11.52 Personal property, clothing, housewares, etc. 200.00 Refund from Bethany Village 575.00 Refund from renter's insurance 52.00 Total $97,139.95 3 RECEIPTS SUBSEQUENT TO INVENTORY PNC Checking Account No. 5080032274, Joint with George B. Hocker $12,745.20 Refund from P A Inheritance Tax 169.98 $12,915.18 4 NET GAIN OR LOSS ON SALE OR OTHER DISPOSITION Gain Loss 1,794.7360 shares of Dreyfus Premier Income Fund D 01-17-06 Net Proceeds $19,712.86 12-05-06 Fiduciary Acquisition Value $19,580.57 $132.29 1,381.2390 shares of Columbia Federal Securities Fund A 01-17-06 Net Proceeds $14,571.63 12-05-06 Fiduciary Acquisition Value $14,378.70 $192.93 3,921.0160 shares of Franklin U.S. Govt Securities Fund Class A 01-27-06 Net Proceeds $25,627.77 12-05-06 Fiduciary Acquisition Value $25,212.13 $415,64 918 shares ofDGI stock 02-22-06 Net Proceeds $19,482.74 12-05-06 Fiduciary Acquisition Value $19,957.32 $474.58 Total Net Gain $266.28 5 DISBURSEMENTS OF PRINCIPAL Debts of Decedent 01-12-06 Verizon 01-12-06 03-02-06 03-03-06 04-03-06 04-27-06 $12.75 Alert Pharmacy 246.97 Sally Aigner, assisted with care & arrangements 800.48 Holy Spirit Hospital 50.25 Bethany Village Nursing Care 1,380.00 Software for preparation of final P A Income Tax 31.90 Ben Hocker $2,522.35 Funeral Expenses 01-17-06 Myers-Harner Funeral Home 02-18-06 $222.00 Luncheon 50.00 Administration Expenses 03-01-06 Probate fees 03-01-06 03-01-06 03-02-06 04-27-06 04-27-06 04,.27-06 04-27-06 $284.00 Cumberland Law Journal 75.00 The Sentinel 181.86 Ben Hocker-reimbursement for travel, hotel, rental car, etc 1,305.38 Ben Hocker-shipping packages to heirs 33.60 Ben Hocker-postage for documents 53.90 Ben Hocker-offices supplies 16.28 Ben Hocker-telephone calls 112.52 6 $272.00 Reserve for Wion, Zulli & Seibert for mailings, postage, long distance telephone calls, copies 75.00 $2,137.54 Federal and State Tax 03-01-06 Register of Wills, agent PA Inheritance Tax $9,133.65 $9,133.65 Fees and Commissions 04-20-06 Wion, Zulli & Seibert one- half attoney' s fees $2,375.00 Reserve to pay Wion, Zulli & Seibert one-half attorney's fees 2,375.00 $4,750.00 Total Disbursements of Principal $18,815.54 7 04-28-06 04-28-06 04-28-06 ADV ANCE DISTRIBUTIONS Ben Hocker Sally J. Aigner Clara Joan Herman Distributions in Kind Personal property, housewares $25,000.00 25,000.00 25,000.00 8 $75,000.00 $200.00 $75,200.00 01-12-06 01-12-06 01-12-06 01-12-06 RECEIPTS OF INCOME Interest on Certificate of Deposit atPNC no.210010115513 Interest on Certificate of Deposit at PNC no. 21001015734 Interest on Checking account at PNC no. 5080032247 UGI dividend 9 $6.04 31.92 2.58 154.91 $195.45 12-05-05 12-05-05 DISBURSEMENTS OF INCOME Credit for interest accrued as of date of death on PNC Certificate of Deposit no. 210010115513 Credit for interest accrued as of date of death on PNC Certificate of Deposit no. 21001015734 10 $1.86 11.52 $13.38 PROPOSED DISTRIBUTIONS Current Value Ben Hocker $5,495.98 Sally J. Aigner 5,495.98 Clara Joan Herman 5,495.98 $16,487.94 11 Fiduciary Acquisition Value $5,495.98 5,495.98 5,495.98 $16,487.94 Ben Hocker, Executor of the ESTATE OF JEAN G. HOCKER, deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his 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 his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. \, X MICHAEL PI HURLt Notary Public. MInne8o.;.. tammission ExpInl& Jan. 31, 201li My Commission Expires: '/"!-1u i D 12 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY COMMONWEALTH OF PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF JEAN G. HOCKER Deceased : NO. 01079-2005 RECEIPT AND RELEASE AGREEMENT WHEREAS, Jean G. Hocker died testate on December 05,2005; and vnIEREAS, Ben Hocker \,vas appointed as Executor under the Will of Jean G. Hocker dated August 15, 1995, and Letters Testamentary were granted to Ben Hocker on December 15, 2005 by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, Paragraph 2 of the Will of Jean G. Hocker states: "1 direct that all the rest, residue and remainder of my estate be divided into 3 equal shares, one such share to my son Ben Hocker, of Minnetonka, Minnesota or his issue per stirpes; one such share to my daughter, Sally J. Aigner of Arlington Heights, Illinois, or her issue, per stirpes: and one such share to my sister, Clara Joan Herman, of Hershey, Pennsylvania, or her issue, per stirpes. " WHEREAS, BEN HOCKER, has the opportunity to examine the accounting of the Executor and hereby waives any right to demand the filing of a formal court accounting by Ben Hocker and approves the acts and transactions of the Executor in the administration of the Estate; and WHEREAS, it is the desire of the parties hereto that final distribution of the balance of principal and income be made without the formality of the filing of an accounting in the above- referenced Court, or any other court having jurisdiction the Executor previously having made an Advance Distribution to each beneficiary named above; and WHEREAS, Ben Hocker is willing to make such distribution upon receipt of the Release and indemnification provided for in this Agreement. NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the undersigned does hereby request Ben Hocker to make final distribution of the balance of the Estate without the filing of an accounting for audit and approval by the court having jurisdiction. The undersigned, in consideration of the payment and delivery to her/him of the following: To BEN HOCKER, the following amount: Cash in the total amount of$5,495.98. the receipt of which is hereby aclmowledged, for herselflhimself, herlhis heirs, personal representatives, successors and assigns does remise, release, quit-claim and forever discharge Ben Hocker, individually, and as Executor aforesaid; his successors and assigns, of and from all actions, suits, payments, accounts, claims and demands whatsoever or by reason thereof, and from any suit, payment, claim or liability arising from the administration of the Estate, and hereby agrees that any court having jurisdiction may by its decree discharge Ben Hocker as Executor. The undersigned further agrees to indemnify arid hold harmless Ben Hocker from and against any and all claims, loss, liability or damage which he may suffer or to which helshe may be subjected by reason of the settlement of the account and the distribution of assets of the said Estate without approval of the court having jurisdiction. In consideration of the distribution to the undersigned of the property described above, the undersigned agrees to pay Ben Hocker any amount up to the value of the property which the undersigned received from the Executor as hislher bequest that may be necessary in the future to discharge any liabilities of the Estate. The undersigned further declares that it is hislher intention to be legally bound by the execution of this Agreement and to bind hislher heirs, personal representatives, successors and aSSIgns. , ,,2!..lN WITNESS VfH..: EREOF, the undersigned has hereunto set hislher hand and seal this 3/ day of '/~(~c<"'i ' 2006. j~:~ ~4/ y I>r= :J<< Ben Hocker State of Minnesota County of lie.., ~ p;", : SS On this 3, l day of tl \)~ ! ~. , 2006, hefore me, a Notary Pnhlic, personally appeared BEN HOCKER, kilo -to me (or satisfactorily proven) to be the person whose name is subscribed to the within Receipt and Release Agreement and acknowledged that he/she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I herennto set my /~,,:,~,#.ilf~-~ . /' ~.~ u._______,___ Notkry Puqflc / '" / /' ............."i:..--..---. My Co~ission Expires: SG,- V\ ' ':S '\ . /1' () \ ~ l \ EUGENESHAMPAN Nota~ P~ic - Minnesota M ~mm~lon No. 31010317 Y mission Expires Jan. 31, 2011 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY COMMONWEALTH OF PENNSYLVANIA ORPHANS' COURTDNISION IN THE ESTATE OF JEAN G. HOCKER Deceased : NO. 01079-2005 RECEIPT AND RELEASE AGREEMENT WHEREAS, Jean G. Hocker died testate on December 05,2005; and WHEREAS, Ben Hocker was appointed as Executor under the Will of Jean G. Hocker dated August 15, 1995, and Letters Testamentary were granted to Ben Hocker on December 15, 2005 by the Register of Wills of Cumberland County, Pennsylvania; and ."i. -~'...' WHEREAS, Paragraph 2 ofthe Will of Jean G. Hocker states: "I direct that all the rest, residue and remainder of my estate be divided into 3 equal shares, one such share to my son Ben Hocker, ofMinnetonka, Minnesota or his issue per stirpes; one such share to my daughter, Sally J. Aigner of Arlington Heights, lllinois, or her issue, per stirpes: and one such share to my sister, Clara Joan Herman, of Hershey, Pennsylvania, or her issue, per stirpes. " WHEREAS , SALLY J. AIGNER, has the opportunity to examine the accounting of the Executor and hereby waives any right to demand the filing of a formal court accounting by Ben Hocker and approves the acts and transactions of the Executor in the administration of the Estate; and WHEREAS, it is the desire of the parties hereto that final distribution of the balance of principal and income be made without the formality of the filing of an accounting in the above- referenced Court, or any other court having jurisdiction the Executor previously having made an Advance Distribution to each beneficiary named above; and WHEREAS, Ben Hocker is willing to make such distribution upon receipt of the Release and indemnification provided for in this Agreement. NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the undersigned does hereby request Ben Hocker to make final distribution of the balance of the Estate without the filing of an accounting for audit and approval by the court having jurisdiction. The undersigned, in consideration ofthe payment and delivery to herlhim ofthe following: To SALLY J. AIGNER, the following amount: Cash in the total amount of $5,495.98. the receipt of which is hereby acknowledged, for herselflhimself, herlhis heirs, personal representatives, successors and assigns does remise, release, quit-claim and forever discharge Ben Hocker, individually, and as Executor aforesaid; his successors and assigns, orand from all actions, suits, payments, accounts, claims and demands whatsoever or by reason thereof, and from any suit, payment, claim or liability arising from the administration of the Estate, and hereby agrees that any court having jurisdiction may by its decree discharge Ben Hocker as Executor. The undersigned further agrees to indemnify and hold harmless Ben Hocker from and against any and all claims, loss, liability or damage which he may suffer or to which he/she may be subjected by reason of the settlement of the account and the distribution of assets of the said Estate without approval of the court having jurisdiction. In consideration of the distribution to the undersigned of the property described above, the undersigned agrees to pay Ben Hocker any amount up to the value of the property which the undersigned received from the Executor as hislher bequest that may be necessary in the future to discharge any liabilities of the Estate. The undersigned further declares that it is hislher intention to be legally bound by the execution of this Agreement and to bind hislher heirs, personal representatives, successors and aSSIgns. >-fI-.-IN WITNESS WHEREOF, the undersigned has hereunto set his/her hand and seal this 5 day oL~+ .. ,2006. W1NESS: ~~\'Te\ ({V\~. ~ ~\/ Sally J. Ai2:'er . "O;:;::'CiAi.. ~-:Al. :'\,;.'-",11,' ";:jAO NOTARY ?'JEkiC STATEOF....... MY cOM....ISSiON E:XPIRES .-t... IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY COMMONWEALTH OF PENNSYLVANIA ORPHANS' COURT DIVISION IN THE ESTATE OF JEAN G. HOCKER Deceased : NO. 01079-2005 RECEIPT AND RELEASE AGREEMENT WHEREAS, Jean G. Hocker died testate on December 05,2005; and WHEREAS, Ben Hocker was appointed as Executor under the. Will of Jean G. Hocker dated August 15,1995, and Letters Testamentary were granted to Ben Hocker on December 15, 2005 by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, Paragraph 2 of the Will of Jean G. Hocker states: "I direct that all the rest, residue and remainder of my estate be divided into 3 equal shares, one such share to my son Ben Hocker, ofMinnetonka, Minnesota or his issue per stirpes; one such share to my daughter, Sally J. Aigner of Arlington Heights, Illinois, or her issue, per stirpes: and one such share to my sister, Clara Joan Herman, of Hershey, Pennsylvania, or her issue, per stirpes. " \NHEREAS, CLARA JOAN HERMAN, has the opportunity to examine the accounting of the Executor and hereby waives any right to demand the filing of a formal court accounting by Ben Hocker and approves the acts and transactions of the Executor in the administration ofthe Estate; and WHEREAS, it is the desire ofthe parties hereto that final distribution ofthe balance of principal and income be made without the formality of the filing of an accounting in the above- referenced Court, or any other court having jurisdiction the Executor previously having made an Advance Distribution to each beneficiary named above; and '''BEREAS, Ben Hocker is willing to ma..l(e such distribution upon receipt of the Release a..'1.d indemnification provided for in this Agreement. NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS that the undersigned does hereby request Ben Hocker to make final distribution of the balance ofthe Estate without the filing of an accounting for audit and approval by the court having jurisdiction. The undersigned, in consideration of the payment and delivery to her/hinl of the following: To CLARA JOAN HERMAN, the following amount: Cash in the total amount of $5,495.98. the receipt of which is hereby acknowledged, for herself/himself, herlhis heirs, personal representatives, successors and assigns does remise, release, quit-claim and forever discharge Ben Hocker, individually, and as Executor aforesaid; his successors and assigns, of and from all actions, suits, payments, accounts, claims and demands whatsoever or by reason thereof, and from any suit, payment, claim or liability arising from the administration of the Estate, and hereby agrees that any court having jurisdiction may by its decree discharge Ben Hocker as Executor. The undersigned further agrees to indemnify and hold harmless Ben Hocker from and against any and all claims, loss, liability or damage which he may suffer or to which he/she may be subjected by reason of the settlement of the account and the distribution of assets of the said Estate without approval of the court having jurisdiction. In consideration of the distribution to the undersigned of the property described above, the undersigned agrees to pay Ben Hocker any amount up to the value of the property which the undersigned received from the Executor as his/her bequest that may be necessary in the future to discharge any liabilities of the Estate. The undersigned further declares that it is his/her intention to be legally bound by the execution of this Agreement and to bind his/her heirs, personal representatives, successors and aSSIgns. ~ WITNESS WHEREOF, the illldersigned has hereunto set his/her hand and seal this & ' day of S r:-fJT , 2006. WlTNESS: (~ -. l) ; ~l C:l;j'-'L.;'\..-'V,- ~_ . b ,~'V.<.L. Cl-a/W<- ~:$~~ aJOanHe~n DAVID A. WION FRANCIS A. ZULLI JEAN D. SEIBERT LAW OFFICES ~gdb; & c@erM 109 LOCUST STREET P.O. BOX 1121 HARRISBURG, PENNSYLVANIA 17108-1121 (717) 236-9301 (717) 232-1488 FAX (717) 236-6100 Email: wzs@mindspring.com 113 EAST MAIN STREET HUMMELSTOWN, PA 17036 (717) 566-2501 December 11, 2006 Register of Wi 11s Office Cumberland County Courthouse Carlisle, PA 17013 RE: Estate ofJean G. Hocker No. 2005-01079 Dear Register of Wills: Enclosed please find an original and one copy of the Status Report Under Rule 6.12 for the above-referenced estate. I have attached copies of the First and Final Account and three Receipt and Release Agreements to the original 6.12 report for your records. Kindly date stamp the copy of the 6.12 report for my file and return to me in the envelope I have provided. Thank you. V e~ truly your~? " J:;f!JLlkr JDS/kd Enclosures r ,'. .:'! 'I I ,;1";; "!./ j ~_'-~j ? I 'J -';;7 to' 7 -, V~_'''''. ..^:.; "1;.,