HomeMy WebLinkAbout03-0677Estate of Ronald E. Rollason
also known as
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
.o. oql- 3-
, Deceased Social Security No. 172-36-0303
Petitioner(s), who is/are 18 years of age or older, aplaly(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
1-~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut, rix named in the last ~ of
the Oecedent, dated ~ 1 I~ and codioii(s) dated ..
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Oecedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Oecedent left no Will and was survived by the following spouse (if any) and
heirs:
[ Name ..... Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Carlisle, Cumberland
County, Pennsylvania with his/her last family
or principal residence at 1.46 East North Street, Carlisle, Cumberland County, Pennsylvania
(list street, number, and municipality)
Decedent, then 57 ,yeats of age, died July 24, 2003 at 146 East North Street, Carlisle, Cumberland County, Pennsylvania
(Location)
Decedent at death owned properb/with estimated values as follows:
(if domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
$
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriat, e form to the undersigned:
Marjorie H. Romano
Typed or printed n,ame and residence
10 Hoover Road
Carlisle, PA 17013
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate(~of:~_.).according to law. ~/~ ~
Sworn to or affirmed and subscribed Marjorie~. Romano .
before me this ] Ztday of
L_.~L~ ~ ~L~ or the RegisJer U
-, 4} ....
10 Hoover Road
Carlisle, PA 17013
Estate of Ronald E. Rollason Deceased
Social Security No: 172-36-0303 Date of Death: July 24, 2003
AND NOW, ~~~ /'~8 ,2003 ,inconsideration
f\ i~ h presented
of the Petition on the reverse sfde hereon, satisfactory proof aving been before me,
IT IS DECREED that Letters ~] Testamentary [--'-] Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante m[noritate)
are hereby granted to Ma~,'ofie H. Romano
in the above estate and that the instrument(s) dated Februar/8, 1991
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........... $
Short CoAt,ate(s) ..... $
Renunciat~n ........ $
Rlegiste~'.~f {J/ills
Attorney: Thomas E. Flower, Esquire
Affidavits ( ) .... $
Extra Pages ( ) ....
I.D. No: 83993
Address: S. AIDIS~ SHUF,F: FLOWER & LINDSAY
Codicil ........... $
2109 Market Street:, C,amp Hill: PA 17011
JCP Fee ..........
Inventory ..........
Other ...........
TOTAL .........
Prepared by the Pennsylvania Bar A~soclatlon
$
$
Copyright (c) 1~96 form software only CPSystems. tnc.
Telephone: 717/737-3405
Form RW-1 (1~1)
REGISTER OF WILLS OF
COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(~nd say(s) that ?~'Ly. ~ present and saw
the testat c~- , sign the same and that ~*~,~ signed as a witness at the
other subscribing witness(es)).
m~'xthisSW°rn to or affirmed and subscribed before_,..~ day of
(Address)
~D
~::~REG!STER OF W
COUNTY
(each) a subscriber hereto, (each) being du~ified according t~nd say(s) that
___ ~ familiar with th~,~natur~ e of codicil ~ '
~-~a~a~_ of (one of the subscribing witnesses to)~t,l~ will presented herewit~nd
~lleve
1' slg the handwriting°f
that "~~ be
~'~orn to or affirmed and subscribed before
me this~ day of ~ (Name)
'"'"'~~ ~ess)
(Name)
(Address)
REGISTER OF WILLS OF ~x:~c~\~c\~ COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depos~_.e.e~ and say(s) that 'Q~ ~.x_.~& present and saw
the testat ~,~ , sign the same and that ~ signed as a witness at the
request of testat ~ in h '~ ~ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
this ~ day of (
~ ~ ~ CN~me)
(Address)
REGISTER OF WILLS
OATH OF NON.~SUBS
(each criber hereto, (each)/$eing duly qualifi
// I~ ?/familiar with the
COUNTY
CRIBING WITNESS
tes~at~ ~f (one of the /~ubscribing witnesse
/ ,,,. / /
ti;tat ~ / believes ti signat~e
! / ,/
//to the best of ~ ~nowledge and belief. I /
Sworn to or affiX{ned an+cribed before I /
me this \ / day of I /
Register
~d according to ~a~v, depose(:
ignature of
c~"dicil
to) the / will presen
codicil
on the will is in
(Name)
(Address)
and say(s) that
(Name)
(Address)
;d herewith and
he handwriting of
Rollason; 2/8/91; DSO
OF
RONALD E. ROLLASON
I, RONALD E. ROLLASON, of 145 South West Street,
Carlisle, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void any and all former Wills, Codicils, or
writings in the nature thereof, by me at any time heretofore
made.
FIRST: I hereby order and direct my Executrix or
Executor, hereinafter named, to pay all my just debts, funeral
expenses, testamentary expenses and all Inheritance, Estate,
Transfer and Succession Taxes, as soon as may be conveniently
done after my death, out of my residuary estate.
SECOND: All the rest, residue and remainder of my
estate, be it real, personal or mixed, of whatsoever kind and
wheresoever situate, I hereby give, devise and bequeath to my
daughter, Marjorie Hope Romano, and my son, Joseph Edward
Rollason, in equal shares, per stirpes.
- 1 -
Rollaso.~; 2/8/91; D50
LASTLY: I hereby nominate, constitute and appoint
my daughter, Marjorie Hope Romano, to be the Executrix of this,
my Last Will and Testament. In the event that my said daughter
shall be unable to serve as Executrix for any reason, I appoint
my son, Joseph Edward Rollason, as Executor. In the event that
my said son shall be unable to serve as Executor for any reason,
I hereby nominate, cOnstitute and appoint Donna Garretson, of
Harrisburg, Pennsylvania, as Executrix. No personal
representative shall be required to file bond in this or any
other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this ~/~ day of February, 1991.
SE^L)
Ronald E. Rollason
SIGNED, SEALED, PUBLISHED and DECLARED
in the presence of:
- 2 -
Rollasca; 2/8/91; D50
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
I, Ronald E. Rollason, Testator, whose name is signed
to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and acknowledged before me, by
Ronald E. Rollason, Testator, this
1 991 ·
Testator
day of February,
N0'T'ARtAL SEAL
MERLENE MARHEVKA, Notary Public
Carlisle. Cumberland County. Pa.'
My Commission Expire~ 6/7/9a~
-3-
Rollaso
; 2/s/91; 05o
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
We, James D. Flower, Jr.
and
Carol J. Lindsay , the witnesses whos~
names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were
present and saw Testator, Ronald E. Rollason, sign and execute
the instrument as his Last Will; that he signed willingly and
that he executed it as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testator signed the Will as witnesses; and that to
the best of our knowledge the Testator was at that time 18 or
more years of age, of sound mind and under no constraint or undue
influence.
Sworn or affirmed to and subscribed to before me by
James D. Flower, Jr. and Carol J. Lindsay
day of February, 1991.
this
NOTARIAL SEAL
MERLENE ~ARHEVKA. Notacy
Csrlisle. Cumberlan~ Count),. P~.
My Commission Expires 6!7/9~
-4-
RONALD E. ROLLASON
LAW OFFICES
MORGENTHAL & FLOWER
THREE IRVINE ROW
CARLISLE, PENN~V~M 17013
JOHN E. SLIKE
ROBERT C. SAIDIS
GEOFFREY S. SHUFF
JAMES D. FLOWER, JR.
CAROL J. LINDSAY
KIRK SOHONAGE
THOMAS E. FLOWER
LINDSAY G. MACLAY
JACLYN M. SMITH
LAW OFFICES
SAIDIS, SHUFF, FLOW-ER & LINDSAY
A PROFESSIONAL CORPORATION
2109 MARKET STREET
CAMP HILL, PENNSYLVANIA 17011
TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407
EMAIL: attorney@ssfl-law.com
CARLISLE OFFICE:
26 W. HIGH STREET
CARLISLE, PA 17013
TELEPHONE: (717)243-6222
FACSIMILE: (717)243-6486
REPLY TO CAMP HILL
August 28, 2003
TO THE REGISTER OF WILLS OF CUMBERLAND COUNTY:
Re: The Estate of Ronald E. Rollason, deceased
On behalf Marjorie H. Romano, Executrix of the Estate of Ronald E. Rollason, we
concur with your determination to date the Will of February 9, 1991, according to the
date stated in the body of the Will, rather than the date of the notary's
acknowledgement.
Very truly yours,
Thomas E. Flower
MBNA America
P,O. Box ~5~37
Wilmington, DE
877-767-9383
19850-5137
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
09/26/03
Re: In the Estate of
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
RONALD E ROLLASON
172360303
146 E NORTH ST CARLISLE, PA 17013
MBNA AMERICA
4264290452742422
6853.18
Dear Sir or Madam
Enclosed please find a Creator's claim to be filed in the record with fl~e above-referenced Estate.
Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for
your assistance. If you have any questions or concems, please call our firm toll free at 1-877-767-9383.
Cordially,
MBNA America
Enclosures
A check for $5.00 for the filing fee.
CC:
Attomey for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that propose. This letter
is from a debt collector.
3463 9/24/2003 1006589
COMMONWEALTH OF PENNSYLVANZA
Zn Re: The Estate of:
NO TICE OF CI_ I
COURT OF COMMON PLEAS
CUMBERLAND ,COUNTY
ORPHANS' COURT DZVZS]~ON
Court File No: 2103677
RONALD E ROLLASON
Deceased
TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON:
Notice of claim by creditor, Pursuant to Section 353:2(b)(7) of the Probate,
Estates, and Fiduciaries Code, :20 PA.C.S.A. §353:2(b)(:2).
MBNA AMERICA
1)
2)
3)
Claimant's name:
Claimant's address:
P.O. BOX 15137
WILMINGTON, DE 19850--5137
8777679383
Creditor listed below is the owner and holder of a claim in the amount of
$ 6853.18
4)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
5) Decedent's address: 146 E NORTH ST CARLISLE, PA 17013
6) Date of Death: 07/24/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they !nformation and representations made herein are true and correct
to the best of my knowledge, information and belief.
Dated: ~~ ~ ~-~~
Kyle Frenzel/Lucille Roberts/Jes~erbs - Authoriz~l~epresentative For MBNA America
Written notice of claim was given to Personal ~,epresentative and/or his/her counsel
as stated below:
MARJORIE ROMANO
Name
10 HOOVER RD
Address
CARLISLE, PA 17013
City/State/:~ip _
_ .
uate notice m~iled
IN RE ESTATE OF:RONALD E ROLLASON
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly swom deposes and states the follows:
Your Affiant is authorized by the Claimant as its Authorized Representative-
In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect
to the decedent. Your Affiant is familiar with these records and accounts and
reviews them as a regular part of her duties.
The Decedent purchased merchandise in the amount of $ 6853.18
evidenced by account number 4264290452742422
The unpaid balance does not include any post-death late payment charges,
accrued interest, collection costs or attorney's fees.
Further your affiant sayeth not
MBNA America.
On,elf its Authpff-ized Representatives:
Kyle Frenzel
Lucille Roberts
Jessica Lerbs ~
MBNA America
P. O. Box 15137
Wilmington, DE 19850-5137
Subscribed and sworn before me
This V~dayof 5~.~/d. ¢,2003.
Public y 'j ~
MBNA America
P.O. Box :1.5:1.37
Wilmington, DE 'tcJ850-5~.37
877-767-9383
09/26/03
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
Re: In the Estate of
RONALD E ROLLASON
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
2103677
172360303
146 E NORTH ST CARLISLE, PA 17013
MBNA AMERICA
5401260552002010
$ 12640.10
Dear Sir or Madam
Enciosed please find a Creditor's claim to be filed in ate record with the above4eleacnccd E~,ra~e.
Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for
your assistance. If you have any questions or concerns, please call our firm toll flee at 1-877-767-9383.
Cordially,
MBNA America
Enclosures
A check for $5.00 for the filing fee.
cc;
Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter
is from a debt collector.
3463 9/24/2003 1006589
COMMONWEALTH OF PENNSYLVANIA
NO TICE OF CLAIM
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
In Re: The Estate of:
RONALD E ROLLASON
Deceased
Court File No: 2103677
TO: THE CLERK OF THE ORPHANS' COURT DIVISION:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2).
MBNA AMERICA
1)
2)
3)
Claimant's name:
Claimant's address:
P.O. BOX 15137
WILMINGTON, DE 19850--5137
8777679383
Creditor listed below is the owner and holder of a claim in the amount of
$. 12640.10
4)
S)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
Decedent's address: 146 E NORTH ST CARLISLE, PA 17013
6) Date of Death: 07/24/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they Information and representations made herein are true and correct
to the best of my knowledge, information and belief.
Dated: ~..~ ~
Kyle Frenzel/Lucille Roberts/d~1~a Lerbs -Author~/~d 'r~epre$~..r~ta~ive For M_I3NA America
Written notice of claim was given to Personal Representative and/or his/her;:~Ounsel
as stated below:
MARJORIE ROMANO
Name
10 HOOVER RD
Address
CARLISLE, PA 17013
City/State/Zip ~ "'
uate notice mailed
IN RE ESTATE OF:RONALD E ROLLASON
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly swom deposes and states the follows:
Your Affiant is authorized by the Claimant as its Authorized Representative-
In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect
to the decedent. Your Affiant is familiar with these records and accounts and
reviews them as a regular part of her duties.
o
The Decedent purchased merchandise in the amount of $ 12640.10
evidenced by account number 5401260552002010
The unpaid balance does not include any post-death late payment charges,
accrued interest, collection costs or attorney's fees.
Further your affiant sayeth not
Subscribed and swom before me
This _~ day of ~~La~, 2003.
N
MBNA America.
By:
O~/of its Auth,/zed Representatives:
Kyle Frenzel __
Lucille Roberts
Jessica Lerbs
MBNA America
P. O. Box 15137
Wilmington, DE 19850-5137
COldMONWEN3H OF
PENNSYLVANIA
DEPARIMENT OF RE'VENUE
DEFT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
,,,.__~ ~_,,,.._ __03__ 0677
~UNt'Y ~OE ~ NLM~
IM
W
e~
J
IJJ
r~
DECEDENTS NAME (LAST, RRST, AND MIDDLE INr1'~)
Rollason, Ronald E.
DATE OF DEATH (MM-DD-YEAR} DATE OF BIRTH (MM-DD-YEAR)
07/24/2003 02/22/1946
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
172-36-0303
THIS RETURN MUST BE FILED IN DUPLICATE WII'H THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~l. Original Return
[~4. Lim~ed Estate
[~]6. Decedent Died Testate (Attain copy a'wa)
~"~ 9. Litigation Proceeds Received
NAME
Marjorie H. Romano
FIRM NAME
TELEPHONE NUMBER
(717) 241-6364
r---~ 2. L._J 3, Remainder Ratum (~ of~ ~ = ~2.13.82)
Supplemental
Return
r~ 4a. Futura Interast Compmmine (dm ofdeah a~t= 12-~2~) [~] 5. Federal Estate Tax Return Required
"-]7. a Living (~ capy dT~u~t} 8. Total Number of Safe Deposit Boxes
Maintained
Trust
~ 10. SpousalPovortTCredit(£1=ofdmthbe{wem~2-3%~land~.~4~) ~] 11. Slectbn to tax under sec, 9113(A) ¢~a~hSc~O)
COMPLETE MAILING ADDRESS
10 Hoover Rd.
Carlisle, PA 17013
1. Real Estate (Schedule A) (1) :~=-
2. Stocks and Bonds (Schedula B) (2) '-
3. Closely Held Corporation, Pa~ership or Bole-Propritorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 3,576.64
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 9,845.92
(Schedule G or L)
8. Tetal Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 6,919.79
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 21,573.92
11. To,al Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13.
13,422.56
28,493.71
0.00
Charitable end Govemmental Baqueats/sec 9113 Trusts for which an elec~on to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 0.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfms under Sec. 9116 (a)(1.2) x .0 (15)
16. Amount of Line 14 taxable at lineal rate x .0 (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
' Decedent's Complete Address:
!~i~a~ET ADDRESS
146 E. North St.
crn'cadisle
I STATEpA
7013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
(1)
0.00
0.00
Total Credits ( A + B + C ) (2)
3. Interesl/Penalty if applicable
D. Intareet
E. Penalty
Total Interest/Penally ( D + E ) (3)
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
5. If Line 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(5A)
(5B)
B. Enter the to{al of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a ~nsfer and: Yes No
a. retain the use or income of the prope~ transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ r"] []
c. retain a revemionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either paymeate, benefits or cam? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent lmnsfer 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 secudty at his or her death? .............. [] []
4. Did decedent own an Individual Rel~rement Account, annuity, or other nen-pmbate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST qOMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under peaaillas of pa~jmy, I declm~ that I haee examined ~s miata, Induc~g accompany~g schedu~ md ~, a~ b ~ ~ d my ~ ~ ~, ~ b ~, m~ ~ ~.
Dedamtloa d pmpam~ o,~a~ ~an ~e pemmal m~e is basad on al ida-malloa o~ ~ict~ pm~mr has any knov4edge.
ADDRESS
Marjorie H. Romano, 10 Hoover Rd. Carlisle, PA 17013 10/07/2003
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of lmnsfers Io or for the use of the surviving spouse is 3%
F2 P.S. ~116 (a) (1.1) (0].
For dates of death on or after January 1, 1995, the tax role 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 staluts does not exempt a transfer to a surviving spouse from tax, and the statulory requirements for disclosure of assets and filing a lax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or alter July 1, 2000:
The tax rote imposed on the net value of transfers from a deceased child twenty-one years of age or younger al death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The lax rote imposed on the net value of transfers to or for the use of the dscedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 FS. §9116(a)(1)].
The tax rate imposed on the net value d transfers to or for the use of the dscedent's siblings is 12% [72 RS. §9116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an
individual who has al least one parent in common with the decedent, whether by blood or adoplJon.
REV-'1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rollason, Ronald E.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-03-0677
Include the proceeds of litigation and the date the proceeds were received by the estata.
All property Jointly.owned with right of sundvorahlp mu~t be d~clom~d on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1976.97
Household goods and personal effects, sale proceeds -Kennys Auction Rec'd9-11-03.
85 Chrysler, 88 and 89 Ford Rangem, none running, sold to salvage yard for removal
plus $100, Rec'd 9-18.03.
Refund of State Farm Auto Insurance Policy 675 3320-E23-38H Rec'd8-8.03.
Refund of rental United States Post Office Box Rec'd 8-28.03.
Citizens Checking Account # 610072-709 Rec'd 9-8-03
100.00
257.97
30.50
1211.20
TOTAL (Also enter on line 5, Recapitulation) $ 3,576.64
(if mom space is needed, insert additional sheets a~ the same size)
BUYER
ITEM
iBUYER
TEM -
Kenny's
Auction
Carl E. Ocker, Owner
4401 Philadelphia Avenue
Chambersburg, PA 17201
ITEM _
[ LOT ~'~
2 @
DEPOSIT TO RCCT# 2000012547326
RHOUNT $i,97G.97
09/12/03 R ~ '
;5~,1o 0033 ~ :30
RUNNING TOTAL $
BUYER
(LOT
1BUYE R
33~-- ·
I,,,llh,,llh,,,,,ll
State Farm Mutual Automobile Insurance Company
One $~e F~rm Dr
Concordviffe PA 19339
552C- 2627
ROLLASON, RONAL]) E
].~6 E NORTH ST
CARLTSLE PA 17015-2~$0
I,.,111,,,111,,,.,,11,,11,,,I,1,1,,I,,11,11,.,,I,,I,I1.1,1,,I
ACKNOWLEDGEMENT OF
CANCELLATION REQ~~.~
DATE AUG 06 2003
POLICY NUMBER 675 3320-E23~38H
AUTO
MULTI-CAR POLICY
EFFECTIVE DATE OF CANCELLATION
JUL 26 2003 ~z:o~ A.M. STANDARD TIME
AGENT JOHN ZAMPELLI JR
21604-5-C
PREMIUM REFUND
$257.97
Non PI
38 2627
AS requested, this policy has been canceled as of the effective date shown.
We thank you for having given us an opportunity to provide this insurance.
* If there is a premium refund and a check is not enclosed, it will be sent to you soon.
137-5325.9 (olaO171d) Rev. 06-06-2002
6F30301
~' UNITED STATES
POSTAL SERVICE®
Application and Voucher for Refund of Postage, Fees, and~Services
(Use uue orUackir~andp.r~ ~t~~
Customer/Company Name
~F,,,,q~",..~qr-'--'r'~ir--'~r~..-,z, , , !~,!,~!~Z'-!.,-" ~.~..~r~!r--~r--']~---,,--',r--~r, ,, , -',, r--'~ r'-~ ?! ~l ,---- ,---- ,. .~ ., ,, ,, ,,,------.,----'- ~, -,, ,, ,
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The collection of this information is authorized by 39 USC 401,404, a~II206; Pub. L. 104-1.34 Thle in~,~w~a~l .... ,m ~. ........
when postage and fees are paid in excess of the lawful rate. As a routin
law enforcement purposes; where pertinent, in a legal proceeding to wh
vant to a USPS decision concerning employment, security clearances,,
expert, consultant, or other pamon under contract with the USPS to fuifi:
get for review of private relief legislation; to an independent certified ac(;
plaints examiner appointed by the Equal Employment Opportunity Com~
Protection Board or Office of Special Counsel for proceedings or investil.
as required by ~,e National Labor Relations Act; [o lhe Department of ;h
address of the owner of leased property, or of the payee when different
refund will not be considered.
Refund Requested For:
Refund Stamps and Fees (GI.A/AIC 553)
Post Office PVI Error
(Attach spoiled/misprinted PVl label to this form.)
~-~ Delivery Confirmation
(After 30 days)
r-'] Refund of Special Service Fees
(Service not rendered)
Precanceled Stamps (GLA/AIC 525)
(Damaged or overpayment of precanceled stamps)
Spoiled/Unused Printed Customer Meter Postage (GLA/AIi..
(Legible postage meter stamps must be submitted to USPS.)
Permit Postage and Fees (GLA/AIC 528)
(Damaged printed mailing, refund of annual fee.)
Refund of Fees and Retail Services (GLA/AIC 535)
(PO Box keys and service fees)
Value Added Services (GLA/AIC 541)
(Refunds to mailer for performing these services)
~u~uun[ ,~alance Alter Refund:
(Customers Request Leffer must be on file.)
[~] Sure Money Refund Principal & Fee (GLA/AlCs 545 & 646)
~'OtherRefunds:R~ ---' ~n C I /' ..
. "1-.r · I'~ e ~1, k,.,,.,..., ~- ~ . ~..=1~i_.
Pl~.~.~ ~o. '-'- - "~ ', '", -, -,'--o -'
t Office
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Certifying Employee Signature Date
,-,,= ,=,.,-,., ~_~_~ ,:o,., ...... .,,-,,-,-,, ,,:,,,,,o., ,.,,
Approved Amount to Be Refunded
.... J L._.J L_.J ! --J"~--.J .__u.
Finance Number and Unit ID
L -L ~ L__Jg.._J
.... .~L_J L__I
Witness Signature Date
~,. CITIZENS B.A.~ CLOSING DEBIT - CHECKING~
,is amou~ ~s ~n ~ to your a~nt. P~a~ adjust ~ur re~s.
ACCT,
(:, I 0 0'7 2 7 o't
APPR. BY
~: 5 ~i~iO,,, & ],O 5~: & l, OO ? ;~ ?DC] ii"'
,,'DADO ;~ ii ], & pa,,,
Total Withdrawals
13.95
REV'-1510 EX* (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERJTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rollason, Ronald E.
SCHEDULE G
INTER-VIVOS 'TRANSFERS &
MISC. NON-PROBATE PROK~
FILE NUMBER
21-03-0677
This schedule must be compleled and fled if the answm to any of queslions I through 4 on lhe reverse side of the REV.1500 COVER SHEET is, ~s.
DESCRIPTION OF PROPERTY
ITEM U~CLU~mE~EOFTHETe~eG~d~EE.~~TOOECa)Em~O DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE
NUMBER 'mE OATE OF 'm~Ee- ~,'re~ A CeP~ OF 'n.4E oE~o FOe eEA~ EStATe. VALUE OF ASSET INTEREST (FF ~LtC~a~) VALUE
1. Accumilated Pension - Death Benefit 50%
Lump Sum payments paid on 9-17-2003
Beneficiaries
Marjode Romano-Daughter 4922.96 9845.92 9845.9
Joseph Rollason-Son 4922.96
TOTAL (Also enter on line 7 Recapitulation) $ 9,845.9
(If mere space is needed, insert addil~onal sheets of lhe same size)
Office of
Gary J. Meyers
Fund Administrator
202.783· 4884
~=.x 202.393· 6475
ONEVOICE
Representing
Protective and Decorative
Coatings Applicators ·
Wallcoverers · Drywall Finishers
· Painters · Decorators · Scenic
A~tlsts · Designers · CIvil Service
Workers · Shipyard Workers ·
Maintenance Workers · Building
Cleaners · Metal Polishers
· Metallzers · Public Employees ·
Clerical Workers · Professional
Employees · Security Guards
· Safety Engineers · Bridge
Painters · Riggers · Tank Painters,
Marine Painters · Containment
Workers · Waterblestars ·
Vacuum Cleaners · Sign
Painters · Sign and Display
Workers · Bill Posters · Convention
and Show Decorators and
Builders · Paint Makers ·
Glaziers · Architectural Metal
and Glass Workers · Sandblasters
· Lead Abatement Workers ·
Floorlaying and Decorative
Coverings Workers · Journeyman
and Apprentice Commercial,
Industrial, Highway, Residential
ConstnJction Workers
ONE A6ENDA
United Unions
Building
1750 New York
Avenue, N.W.,
Suite 501
Washington, DC
20006-5301
Organizing Since 1887
INTERNATIONAL PAINTERS AND ALLIED TRADES INDUSTRY PENSION FUND
August 22, 2003
Marjorie H. Romano
10 Hoover Road
Carlisle, PA 17013
Re:
Pre-Retirement Death Benefit
Participant: Ronald E. Rollason (deceased)
Our File No.: Rollason-0303
Date of Death: July 24, 2003
Beneficiaries: Marjorie H. Romano and Joseph E. Rollason
Dear Mrs. Romano:
On behalf of the Board of Trustees and the Fund Office staff, please accept our
condolences on the loss of your father.
Your application for death benefits has been reviewed and approved. You are
eligible for benefits from this Fund as follows:
Article 3~ Section 3.18 Death Benefit states: Except as provided in
section 3.20(b), in the event the Participant died before pension benefits
became effective and after he or she has accrued 9,000 benefit hours
during the Contribution Period, but before he or she was eligible for a
pension either through vesting or by reduced eligibility rules. A Death
Benefit equal to 50% of the contributions made on the Participant's behalf
shall be paid to his or her designated Beneficiary.
Your father accrued 34,350 benefit hours; therefore, you and your brother are entitled to
50% of the total contributions. The total contributions paid on behalfofRonald E.
Rollason were $19,691.83; thus, you are entitled to a direct payment in the amount of
$4~922.96 ($19,691.83 x 50% = $9,845.92 divided by 2 beneficiaries).
Please complete and return the following form(s) in order for you to receive this
death benefit:
Claimant Statement
o This statement must be completed, notarized and returned to the
Fund Office in order to commence payments.
N:~Pension Death BenefitsX2003LRollason 082203.doc
RE~-'1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rollason, Ronald E.
SCHEDULE H
FUNERN. EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0677
Oeb~ of decedeM must be mpoded on SchmJule [
ITEM
NUMBER DESCRIPTION AMOUNT
1.
5.
6.
7.
FUNERAL EXPENSES:
Professional Services 3695.00
Casket 1995.00
Outer Burial Container 700.00
Newspaper Nolice 62.90
Clergy 75.00
Cert~ Death Certificates 40.00
Flowers 84.80
Total (6652.70)
ADMINISTRATNE COSTS:
Personal RepresentaOve's Commissions
Name of Pemonal Repmsentatlve(s)
Social Security Number(s)/EIN Number of Personal Repmsentalive(s)
Street Address
Year(s) Commission Paid:
Attmney Fees
Family Exemption: (If decedenrs address is na I~e same as claimant's, atlach explanation)
Claimant
c~y
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Pmparer's Fees
Advertised Estate-
Cumberland Law Joumal
Patriot Newspaper
Stae __ Zip
75.00
70.~
TOTAL (Also enter on line 9, Recapitulation)
6652.70
70.00
52.00
145.09
6,919.79
(If more space is needed, insert additional sheets of the same size)
EX+ (6,.98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ronald E. Rollason
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABIUTIES, & LIENS
FILE NUMBER
21-4)3-0677
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2
3
4
5
6
7
8
9
10
11
12
13
MBNA America Credit Card
MBNA America Credit Card
Robert Kantor MD
Holy Spidt Hospital
Kunkel Surgical Group
Cumberland Valley Endo Cntr
Quest Diagnostics
Apria Healthcare
Borough of Carlisle-Water
PP&L-electric
UGI-gas
Sprint-phone
Carlisle Regional Medical Center
6853.18
12640.10
95.50
90.06
161.00
88.10
102.40
1075.17
45.24
92.92
126.49
3.62
200.14
TOTAL (Also enter on line 10, ReCapitulation) $ 21,573.92
(If more space is needed, insert additional shee~ of the same size)
0F
RONALD E. ROLLASON
I, RONALD E. RODLASON, of 145 South West Street,
Carlisle, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make, publish
and declare this as and for my Last Will and Testament, hereby
revOking and making void any and all former Wills, Codicils, or
writings in the nature thereof, by me at any time heretofore
made.
FIRST: I hereby order and direct my Executrix or
Executor, hereinafter named, to pay all my just debts, funeral
expenses, testamentary expenses and all Inheritance, Estate,
Transfer and Succession Taxes, as soon as may be conveniently
done after my death, out of my residuary estate.
SECOND: All the' rest, residue and remainder of my
estate, be it real, personal or mixed, of whatsoever kind and
wheresoever situate, I hereby give, deviSe and bequeath to my
daughter, Marjorie Hope ROmano, and my son, Joseph Edward
Rollason, in equal shares, per stirpes.
LASTLY: I hereby nominate, constitute and appoint
my daughter, Marjorie Hope Romano, to be the Executrix of this,
my Last Will and Testament. In the event that my said daughter
shall be unable to serve as Executrix for any reason, I appoint
my son, JoSeph Edward Rollason, as ExecUtor. In the event that
my said son shall be unable to serve as Executor for any reason,
I hereby nominate, constitute and appoint Donna Garretson, of
Harrisburg, Pennsylvania, as Executrix. No personal
representative shall be required to file bond in this or any
other jurisdiction.
IN WITNESS WHERE01~, I have hereunto set my hand and
seal this ~ day of l~ebruary, 1 991 ·
Ronald E. Rollason
SIGNED, SEALED, PUBLISHED and DECLARED
in the presence of:
- 2 -
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
I, Ronald E. Rollason, Testator, whose name is signed
to the attached or foregoing instrument, having been duly
qualified according to law, do. hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and ack~aFledged before me, by
Ronald E. Rollason, Testator, this ~/~/% day of February,
1 991 ·
Testator
N0t~ry ~ ~
NOTARIAL SEAL
MERLENE MARHEVKA. Not~ry Public
Carlisle. Cumberland County. Pa.'
My Commission Expires 617/94
-3-
Name of Decedent:
Date of Death:
Will No. d/-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
'Lq
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) o.f the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~ ~ Z-I-0 ~ :
Name
Address
lT~ol
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Name
Address
Car (~ sl~ ?/4 i"701%
Telephone( ).,~17- ~1'~/o36q
Capacity: ~/~ Personal Representative
~.Counsel for personal representative
BUREAU OF ZNDZVZDUAL TAXES
/NHERZTANCE TAX DIVISION
DEPT. Z80601
HARRISBURG) PA 171Z8-0601
CONHONNEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
HARJORIE H ROHANO
10 HOOVER RD
CARLISLE : PA 17013
DATE 11-2q-2003
ESTATE OF ROLLASON
DATE OF DEATH 07-2q-2003
FZLE NUHBER 21 03-0677
COUNTY CUHBERLAND
ACN 101
I Amoun~ Reei~ad
REV-1S~i7 EX AFP (01-05)
RONALD E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-15~7 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF ROLLASON RONALD E FILE NO. 21 03-0677 ACN 101 DATE 11-Zq-Z003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNZNG FUTURE TNTEREST - SEE REVERSF
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) (1)
2. Stocks and Bonds (Schedule B)
3. Closely Hald Stock/Partnership Zntarast (Schadula C) ($)
q. Hortgages/Notas Receivable (Schedule D)
5. Cash/Bank Daposlts/MLsc. Parsonal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Ada. Costs~H/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule l) (10)
11. Total Deductions
12. Net Value of Tax Return
3~576.6~
.00
.00 NOTE: To /nsura proper
.00 credit to your account,
.00 suba/t the upper port/on
.00 of this fora w/th your
tax payment.
9a8q5.92
(8) 13,qZ2.56
6,919.79
211573.92
(11} 28.q93.7]
(12) 15,071.15-
13.
lq.
NOTE:
ASSESSHENT OF TAX:
15. Amount of L/ne lq at Spousal rate (15} .00 X O0 =
16. Amount of Line lq taxable at L/neal/Class A rata (16) .00 X OR5 =
17. Amount of L/ne lq et Sibl/ng rate (17) .00 X 1Z =
18. Amount of Line lq taxable at Collateral/Class B rate (18). .00 X 15 =
)al Tax Due (19)=
19. Pr/nc]
TAX CREDITS:
PAYMENT
DATE
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (1:5) . O0
Nat Value of Estate Sub~act to Tax (lq) 15,071.15-
:Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill
reflect figures that include the total of ALL returns assessed to date.
DISCOUNT (+J
INTEREST/PEN PAID (-)
ANOUNT PAID
RECEIPT
NUMBER
.O0
.00
.00
.00
.00
1F PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( 1F TOTAL DUE ZS LESS THAN $1, NO PAYMENT 1S REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
RESERVATION=
Estates of decedents dying on or bafora December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (collateral) benaficiaries of the decedent after the expiration of any estate for
life er for years, the Couoneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at tho lawful Class B (collateral) rate an any such futura interest.
PURPOSE OF
NOT[CE=
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST=
To fulfill the requirements of Section ZIqO of the Inheritance and Estate Tax Act, Act Z~ of ZOO0. (72 P.S.
Section 91qO).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGXSTER OF RILLSj AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iS13). Applications ara available at the Office
of the Register of Nills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: I-BOO-56Z-Z050; services for taxpayers with spacial hearing and / or
speaking needs: 1-800-447-$DZ0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZS-10ZI, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z8060I, Harrisburg, PA 171ZB-0601
Phone (717) 787-6505. See page 5 of the bookZat "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctabZa errors.
If any tax due Js paid eithin three (3) caZandar months after the decedant's death, a five percent (Si) discount of
the tax paid is alloead.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appaaIable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the data of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent par annum calculated et a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 mill bear interest at a rate which ell1 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z ZOZ .000548 1987 9Z .000Z47 1999 7Z .000192
1985 16Z .000458 1988-1991 11Z .000301 ZOO0 8Z .OOOZ19
1984 11Z .O00SOZ 199Z 9Z .000247 ZOO1 9Z .000Z47
1985 13Z .000356 1995-1994 7Z .OO019Z ZOO2 6Z .O0016q
1986 lOX .00027~ 1995-1998 9Z .OOOZq7 ZOOS 52 .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
MBNA America
P.O. Box 3.5't 37
Wilmington, DE 't9850-5't37
877-767-9383
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
12/04/03
Re: In the Estate of
RONALD E ROLLASON
Probate Case No.
Social Security No:
Last known residence:
Our Client:
Account Number:
Amount of Debt:
2103677
172360303
146 E NORTH ST CARLISLE, PA 17013
MBNA AMERICA
4264290452742422
$ 7369.70
Dear Sir or Madam
Enclosed please find a Creditor's ciaim to ~ flied in the recor0 with ~e above-referenced Estate.
Please remm a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for
your assistance. If you have any questions or concerns, please call our firm toll free at 1-877-767-9383.
Cordially,
MBNA America
Enclosures
A check for $5.00 for the filing fee.
cc: Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter
is from a debt collector.
3463 9,'24/2003 1006589
COMMONWEALTH OF PENNSYLVANZA
NOTICE OF CLAIM
COURT OF COMMON PLEAS
OF CUMBERLAND ,COUNTY
ORPHANS' COURT DZV]:SZON
Zn Re: The Eatate of:
RONALD E ROLLASON
Deceased
Court: File No: 2103677
TO: THE CLERK OF THE ORPHANS' COURT DZVZSZON:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2).
MBNA AMERICA
l)
2)
3)
Claimant's name:
Claimant's address:
P.O. BOX 15137
WILMINGTON, DE 19850--5137
8777679383
Creditor listed below is the owner and holder of a claim in the amount of
$ 7369.70
4)
S)
The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
Decedent's address: 146 E NORTH ST CARLISLE, PA 17013
6) Date of Death: 07/24/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they !nformation and representations made herein are true and correct
to the best of my knowledge, information and belierS.- ~,
,~,'Ky ' enzel/Lucille Roberis/Jessica Lerb ed Representative For MBNA America
Written notice of claim was given to Personal Representative and/or his/her counsel
as stated below:
MARJORIE ROMANO
Name
10 HOOVER RD
Address
CARLISLE, PA 17013
City/State/Zip
~ f~l~
Date notic~e r~ailed
IN RE ESTATE OF: RONALD E ROLLASON
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
Your Affiant is authorized by the Claimant as its Authorized Representative-
In-Fact to make this Affidavit.
Your Affiant has reviewed the account records of the Claimant with respect
to the decedent. Your Affiant is familiar with these records and accounts and
reviews them as a regular part of her duties.
o
The Decedent purchased merchandise in the amount of $ 7369.70
evidenced by account number 4264290452742422
The unpaid balance does not include any post-death late payment charges,
accrued interest, collection costs or attorney's fees.
Further your affiant sayeth not
MBNA America.
One of its Authorized R[~sentative~:
Kyle Frenzel ~
Lucille Roberts
Jessica Lerbs
MBNA America
P. O. Box 15137
Wilmington, DE 19850-5137
Subscribed and sworn before me
This ~' day of'~~ , 2003.
Nota ~c ~
FIRST AND FINAL ACCOUNT OF
MARJORIE H. ROMANO
FOR THE
ESTATE OF RONALD E. ROLLASON
NO. 21-03-0677
Date of Death:
Date of Executor's Appointment:
First Complete Advertisement of
Grant of Letters
Accounting for the Period:
07/24/03
08/28/03
10/0303
08/28/03 -- 02/29/04
Purpose of Account: Marjorie H. Romano, Executrix, offers this account to acquaint
interested parties with the transactions that have occurred during her 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:
Thomas E. Flower, Esquire
Saidis, Shuff, Flower & Linsday
2109 Market Street
Camp Hill, PA 17001-0737
[717] 737-3405
SUMMARY
Proposed Distribution to Beneficiaries:
[none]
PRINC~AL:
Receipts
Page
No___~.
3
$ 3,576.19
Less Disbursements:
Funeral Expenses
Burial Expenses
Administrative Expenses
Net Principal ln,qolvency:
Unsecured Debts of Decedent
to Be Discharged Without Payment:
Life Insurance and Pension Death Benefit
.Not Subject to Creditors' Claims:
4
4
3
3
3
3
($ 7,481.83)
$ 22,154.44
$ 39,996.23
2
pRINCIPAL RECEIPTS
08/08/03 Refund, State Farm auto insurance policy $ 257.97
08/28/03 Refund, post office box rental 30.05
09/08/03 Citizens Bank Checking Account #610072-709 1,211.20
09/11/03 Kenny's Auction, proceeds sale of personal property 1,976.97
09/18/03 Proceeds of sale, non-running vehicles & parts 100.00
Total principal receipts
DISBURSEMENTS OF PRINCIPAL
Funeral Director, Professional Services
Casket
Outer Burial Container
Clergy Honorarium
Flowers
Memorial Dinner
Total Funeral Expenses
Headstone, Carlisle Memorials
Cemetery Plot, Mt. Zion Cemetery
Grave Opening
Total Burial Expenses
Death Certificates
Obituary Notice
Probate Fees
Cumberland Law Jrnl., estate adv't.
Patriot News, estate adv't.
Landfill fees, refuse disposal
Attorney Fees
Tax Return Filing Fee, insolvent return
Total Miscellaneous Administration Expenses
Total Principal Disbursements:
NET PRINCIPAL DEFICIT (INSOLVENCY)
$ 3,695.00
1,995.00
700.00
75.00
84.80
143.51
($ 6,693.31)
$1,392.00
6OO.O0
975.00
($ 2,967.00)
$ 40.00
62.90
52.00
75.00
70.09
87.72
1,000.00
10.00
($1,397.71)
$ 3,576.19
($ 7,481.83)
UNSECURED DEBTS OF DECEDENT TO BE DISCHARGED WITHOUT PAYMENT
MBNA Credit Card Account #4264290452742422 $ 7,369.70
MBNA Credit Card Account #5401260552002010
Robert Kantor, MD
Holy Spirit Hospital
Kunkel Surgical Group
Cumb. Valley Endo. Cntr.
Quest Diagnostics
Apria Healthcare
Borough of Carlisle, water/sewer bill
PPL Electric, c/o Powell, Rogers & Speaks, Inc., collectors
UGI
Sprint
Carlisle Regional Medical Center
Darlene L. Moyer, Tax Collector, Per capita tax
Total of debts to be discharged without payment
12,640.10
155.50
90.06
161.00
81.10
102.40
1,075.17
45.24
92.92
126.49
3.62
200.14
11.00
$ 22,154.44
FOR INFORMATION: LIFE INSURANCE & PENSION DEATH BENEFIT
NOT SUBJECT TO CREDITORS' CLAIMS*
Amalgamated Life Insurance Co.
Death Benefit plus interest
International Painters and Allied Trades Union
Pre-retirement Pension Fund Death Benefit
Local Union Hall 411, death benefit fund
$ 30,150.31
9,845.92
2,5OO.OO
Total transfers of property not subject to creditors' claims $ 42,496.23
* Decedent's children, Marjorie Romano and Joseph Rollason were designated beneficiaries of
the life insurance and Trade Union pension death benefits.
4
COMMONWEALTH OF PENNSYLVANIA)
· SS.
COUNTY OF CUMBERLAND)
Marjorie H. Romano, Executrix under the Last Will and Testament of Ronald
E. Rollason, deceased, hereby declares under oath 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 accounted for
herein; and that all taxes presently due from the estate have been paid.
Sworn to and subscribed before me
this / 'S~ day of~, 2004.
FIRST ASD FINAL ACO3U~E OF
MAJORIE H. B0~[AbD
FOP. THE
ESTATE OF BONALD E. BOT.T~kqON
No. 21-03-0677
By:
Thomas E. Flower, Esquire
I.D. # 83993
LAW OFFICES
SAIDIS, SHUFF, FLOWER & LINDSAY
26 WEST HIGH STREET 2109 MARKET STREET
CARLISLE, PA 17013 CAMP HILL, PA 17011
TEL: (717) 243-6222 TEL: (717) 737-3405
FAX: (717) 243-6486 FAX: (717) 737-3407
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No. 2003-00677
RONALD E. ROLLASON
07-24-03
Admin. No. 21-03-0677
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:
No
a. Did the personal representative file a final account with the Court? Yes X;
(Account confirmed 04/27/2004).
is:
b. The separate Orphans' Court No. (if any) for the personal representative's account
N/A
c. Did the personal representative state an account informally to the parties in
interest? YES ;No X.
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
Signature
Name: Thomas E. Flower, Esquire
I.D. No. 83993
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity: __
Personal Representative
X Counsel for Personal Representative