HomeMy WebLinkAbout02-0144COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF DAUPHIN )
We, ~ .... _ _
Li~ ~CU [O~ ~qQ~ and ["~ ~ ~i~,~ ~:. ~/ ., the
Testator and the witnesses respectively, whose names are signed
to the attached or foregoing instrument, being first duly sworn,
do hereby declare to the undersigned authority that the Testator
signed and executed this instrument as his Last Will and Testa-
ment and that he had signed willingly and that he executed it as
his free and voluntary act for the purposes therein expressed, in
that each of the witnesses, in the presence and hearing of the
Testator, signed the Will as witnesses and to the best of their
knowledge, the Testator was at the time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
SWORN and Subscribed to and
before me this ~ day of
'~<~r~C1 , 1995.
ON~tary Pu~ic
i Not~ri~ sca~
Joyce E. Fry, Notary Public
Harrisburg, Dauphin County
L_~ commission Expires Auo. 3, 197
The preceding instrument, consisting of this and two
other typewritten pages identified by the signature of the
Testator, ROBERT E. ROHRBACH, was on the day and date thereof
signed, published and declared by ROBERT E. ROHRBACH, the Testa-
tor therein named, as and for his Last Will, in the presence of
us, who, at his request, in his presence, and in the presence of
each other have subscribed our names as witnesses hereto.
N~m~ '
Name
Addre s s
Addr e s s
shall not be required to give bond for the faithful performance
of their duties in any jurisdiction, and should, notwithstanding
this direction, a bond be required, I direct that a surety bond
not be required.
IN WITNESS WHEREOF, I have hereunto set my hand this
day of
, 1995.
- 2 -
21-2002-144
LAST WILL AND TESTAMENT
OF
ROBERT E. ROHRBACH
I, ROBERT E. ROHRBACH, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, hereby make,
publish and declare this to be my Last Will and Testament hereby
revoking all former Wills and Codicils made by me.
ITEM I: I direct that all my legal debts and funeral
expenses shall be paid from the assets of my estate as soon as
practicable after my decease.
ITEM II: I direct and bequeath all of my estate of
every nature and wherever situate to my wife, MARY C. ROHRBACH,
providing she shall survive me by thirty days.
ITEM III: In the event my wife predeceases me or dies
on or before the thirtieth day following my death, I devise and
bequeath all of my estate of every nature and wherever situate,
in equal shares, to: BOBBY JEAN ROHRBACH, CHRISTINA ROHRBACH and
VICTORIA ROHRBACH.
ITEM IV: I direct that all taxes that may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM V: I appoint my wife, MARY C. ROHRBACH, Executrix
of this my Last Will. Should she fail to survive me or is
otherwise unwilling or unable to serve then I appoint my daugh-
ter, BOBBY JEAN ROHRBACH, as Executrix, of this my Last Will.
ITEM VI: I direct that my Executrix or her successor
21-2002-144
'OZ FEB-6 P3:36
os.sos ~v
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 7887179
No.
Local Registrar
Date
AGE (LaM
Robert E. Rohrbach
: ; 4-7-28
.
COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Dauphin Hbg. Harrisburg
DECEDEHT'S USUAL OCCUPAT~N KIND OF BUSINESS~IND~STRY ; DECEDENT EVER IN
(Give k*n~ d **,~*k ~ du~,9 ?
7407 Wertzvi~e Rd.
Oanberland
( .... s+, ,,. Mary C. Heckard
Wwnlhi{)? , ?d.~] -~i~Ma~ ~ Carlisle ~
Carlisle,PA 17013
F/~HER'SNAME{Fi~"M"Jdle'La$1IWilson Rohrbach "- ~,th ~d
~'s~P,-, ~ C. ~hr~ch I~ 7407 Wert~lle Rd. ~rlisle: Pa 17013
i~E ~ DIS~T~
~ ~,.O ~..O O{,,, 1/4/2002 ,,. ~, PA
e_._~-~ ~ ,,~ Sh~p' s
~u~u~t~~~~~ .... [~~93 ~~~T~ R. Enola ~.,~ PA 17025
.... /, , J~ .
I°~-~u~ I~ ~ ~ ~l I I ~ ~ ~ I
I I~ ~ ..~'~ I I.- ~ 1~ I~- .
. u ~{ .... I I~'''~"' ~ I-. ~
./:
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
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 accordin%to I~¢~. ,////
Sworn to or affirmed and subscribed ~_/~-~/' (~ ~¢__~ _
before me this 6TH day of /
February
, ~gx 2002
F~r the Register ~~
varec. Lewis //
No. 21-2002-144
Estate of Robert ~__~hrbach Deceased
Social Security No~201-1g-Tg02 Date of Death:
AND NOW, February 8th ,iCj: 2002 in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters Testamentary of Administration
d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate
are hereby granted to Mary ~ Rohrbach
in the above estate and that the instrument(s) dated Febmmry 25, 1995
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
'//Letters ........................ $ 40/00
J,/Short Certificate(s) ..... $ ].2.00_ ........
Renunciation .............. $ N/A
Affidavits ( ) ............... $ N/A
/ Extra Pages (3) .......... $ 94-0.0
/Codicil ....................... $ N/A
JCP Fee ..................... $ 5.00
Inventory .................... $ 0~ _0_0_ _
Other ......................... $ 0.00
Total ................... $ 66.00
MAILED LETTERS TO ATTONNEY
~/Register of Wills Mary ·
Attorney: Robert C. l~_y
I.D. No: 65602
Address: 3438 'l'~indle Road; Suite 201
Telephone:
Cat-tp Hill, PA 17011
717-612-0102 ~ C;
Estate of
also known as
Register of Wills of Cumb~l~d County, Pennsylvania
PETITION FOR GRANT OF LETTERS
, Deceased Social Security No. 20~-Z8-7802
Mary Catherine Rohrbach
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE 'A' OR 'B' BELOW:)
I~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the executor-ix named in the last Will
of the Decedent, dated 2/25/95 and codicil(s) dated N/A
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent 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: N/A
El B. Grant of Letters of Administration
(d.b.n.c.ta.; pendente lite; durante absentia; durante minodtate)
Petitioner(s) after a proper search has/have ascertained that Decedent 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 C~rt~)erlcqnd County, Pennsylvania, with his/her last family
or principalresidenceat 7Zt07 Wertzv-ille Road, C~'r'lisle ('~-'~)/7_-~/~/--d-~-
(list street, number and municipality)
73 ,:X~l~ Deca~Aer 31, 2001, at Harrisburg Hoso~tal
Decedent, then years of age, died
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 9 679.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $
7407 Wertzville Road, Carlisle, PA 17013
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the
~]rant of letters in the appropriate form to the undersigned:
..~Typed or printed name and residence
'~'~--?/ ~ ' - ~- ' 17407 Wertzville Road
~ Carlisle, PA 17013
Form #RW-1 Page I of 2
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Robert E. Rohrbach
Date of Death: December 31,2001
Will No. 21-02-0144
Admin. No.
2002-00144
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
February 19, 2002.
Name
Mary C. Rohrbach
Bobby Jean Rohrbach
Christina Rohrbach
Victoria Magaro (nee Rohrbach)
Address
7407 Wertzville Road, Carlisle, PA 17013
420 Meadow Lane, Shermansdale, PA 17090
115 Wheatfield Lane, Shermansdale, PA 17090
431 Meadow Lane, Shermansdale, PA 17090
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None.
Date:
February 20, 2002
Name: Robert C. May, Esquire
Address: 3438 Trindle Road, Suite 201
Camp Hill, PA 17011
Telephone: (717) 612-0102
Capacity: Counsel for personal representative
C
OMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE
TAX RETURNI2 I-o 2 o i 4 4
RESIDENT DECEDENT .u..E.
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Roh.~bach, Robert, g.
OATE OF DEATH (MM-DB-YEAR) I DATE OF BIRTH (MM-DB-YEAR)
12/31/2001 I 04/07/1928
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAS% FIRS% AND MIDDLE INITIAL)
Rohrbach, ~, C.
~--11. Original Retum [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (date ofdaalh after 12-12-82}
[] 6. Decedent Died Testate (A,ach copy of Will) [] 7. Decedent Maintained a Living Trust (A~tach copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death belween 12.31.91 and 1.1-95)
;~Ht$ SEGTiON MUjST ;~ CO~ ALL C ~ NAME Robert C. May, Esquire
I.-
'Z
U.!
U.I
14.1
FiRM NAME (IfAp~aae)
May and May, P.C.
TELEPHONE NUMBER
717-612-0102
2.
3.
4.
5.
SOCIAL SECURITY NUMBER
201 - 18 - 7802
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
8.
9.
10.
11.
12.
13.
14.
Real Estate (Schedule A) (1)
Stocks and Bonds (Schedule B) (2)
Closely Held Corporation, Partnership or Sole-Prophetorship (3)
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gmee Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
Charitable and Govemmentel Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
]3. Remainder Retum {date of death prior to 12-13-82)
]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
Dll. Election to tax under Sec. 9113(A) (At~ach Sch O)
COMPLETE MAILING ADDRESS
Robert C. May, Esquire
The Law Firm of May & May, P.C.
3438 Trindle Road; Suite 201
Camp Hill, PA 170t~ C~ :?
4; 5°,0_ 6D
0.00
O. O0
5,140.00 '
0.00
O. O0
(8)
6;~21_ 50
0.00
(11)
(12)
(13)
9,679.60
6,421.50
3,258.10
(14)
3,258.10
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rote
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rote
3,258.10
0
x .o 0 (15)
x .0_ (16)
x .12 (17)
x .15 (18)
0
0
0
0
0
0
19. Tax Due (19)
Decedent's Complete Address:
ISTRr'ETADDRESS7z,~07 Wertz-cille Road
-C~WCarlisle
ISTATE PA
z~P 17013
Tax Payments and Credits:
1: Tax Due (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
InterestJPenalty if applicable
D. Interest
E. Penalty
0
0
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(1)
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
(3) 0
(4)
(5) 0
(5A) 0
0
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] ~]
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the premise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] ~]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perju~/, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBL.~ FOI~ FILINC~,~IETURN
ADDRESS - / .....
7407 Wertzv lle Road~ Carlisle, PA 17013
DATE
SIGNATURE OF PREPARER OTHER THA~ REPRESENTATIVE
ADDRESS- ~_ .~_~
3438 Trindle Road; Suite 201~ Camp Hill~ PA 17011
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 RS. §9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 RS. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX + (1-97) (I) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert E. Rohrbach
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-02-0144
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 78 shares Prudential Financial at $58.20 per share ~4,539.60
TOTAL (Also enter on line 2, Recapitulation) $ 4,539.60
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T~X RETURN
RESIDENT DECEDENT
ESTATE OF
Robert E. Rohrbach
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-02-0144
Includa the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
1984
1986
01dsmpbile Coupe 2D
Chevrolet 10 Pickup longBed
$1,500.00
$3,640.00
TOTAL (AJso enter on line 5, Recapitulation) $ 5; 140.00
(If more space is needed, insert additional sheets of the same size)
EV-1511EX + (1-97) (I) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert E. Rohrbach
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-D2-0144
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1.
FUNERAL EXPENSES:
Sullivan Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative s Commissions
Name of Personal Representative (s) ~ C. Rohrbach
social Security Number(s) / EIN Number of Personal Representative(s) 186-34-2591
Street Address 7407 Wertz~i'lle Road
City ("'~1"'~ '~ .q.] iA State PA
Year(s) Commission Paid: None
Attorney Fees 'l'~"te ~ Firm of [Vj~y (~ May, P.C.
Family Exemption: (If decedent s address is not the same as claimant s, attach explanation)
Claimant
Zip 17013
Street Address
city
Relationship of Claimant to Decedent
Probate Fees
Accountant s Fees
Tax Return Preparer s Fees
State Zip
$5,155.50
0.00
1,200.00
N/A
66.00
0.00
0.00
TOTAL (Also enter on line 9, Recapitulation) $ 6,421.50
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert E. Rohrbach
BENEFICIARIES
FILE NUMBER
21-02-0144
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I
1.
Il
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
None.
0.00
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL D,STmBUT~ONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX ,S NOT BaNG MADE
Mary C. Rohrbach (spouse)
7407 Wertzville Road
Carlisle, PA 17013
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 3 , 258.10
(If more space is needed, insert additional sheets of the same size)
$3,258.10
0.00
Register of Wills of
Cumberland County, Pennsylvania
INVENTORY
Estate of Robert E. Rohrbach
also known as
, Deceased
No. 20D?-(~O1Af~
Date of DeathDecen]ber 31, 2001
Social Security No. 201-18-7802
Mary C. Rohrbach
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said
Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are
true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section
4904 relating to unsworn falsification to authorities.
Attomey Robert C. May
I.D. No.: 65602
Address: 3438 ~indle Road, Suite 201
Camp Hill, PA 17011
~ry C. Rohrbach
Dated
Telephone: (717) 612-0102
Description
1984 Oldsmobile Tornado Brouyham
1986 Chevrolet 10 PickUp
78 Shares of Prudential Financial Stock at $58.00 each
(Attach additional sheets if necessary)
Value
$[,5oo.oo
$3,640.00
~i';' ~-f< '
Total:S9,679.60
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of personal rep-
resentative, include the value of each item, but such figures should not be extended into the total of the Inventory.
BUREAU OF INDIVIDUAL TAXES
ZHHERTTANCE TAX DXVTSZOH
DEPT. ZB06D!
HARRISBURG, PA 17116-0601
'O2
ROBERT C MAY ESq
MAY & MAY
3~38 TRINDLE RD ZO~
CAHP HILL
CONHONNEALTH OF PENNSYLVAN/A
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUNBER
COUNTY
ACN
04-29-Z002
ROHRBACH
11-31-Z001
21 01-01~4
CUMBERLAND
101
Amount Remitted
ROBERT E
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETATN LONER PORTTON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-0:~) NOTTCE OF TNHERTTANCE TAX APPRAZSENENT, ALLONANCE OR DTSALLONANCE OF DEDUCTTONS AND ASSESSNENT OF TAX
ESTATE OF ROHRBACH ROBERT E FTLE NO. 21 01-01~ ACN 101 DATE 04-29-2002
TAX RETURN NAS.' (X) ACCEPTED AS FTLED ( ) CHANGED
RESERVATION CONCERNING FUTURE /NTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON:
1. Real Estate (Schedule A)
2.
$.
4.
5.
6.
7.
8.
ORIGINAL RETURN
(1)
Stocks end Bonds (Schedule B) (2)
Closely Held Stock/Partnership Interest (Schedule C) (3)
Nortgagas/Notas Receivable (Schedule D) (4)
Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5)
Jo/ntly Owned Property (Schedule F) (6)
Transfers (Schedule G) (7)
Tote1 Assets
APPROVED DEDUCTTONS AND EXEMPTXONS:
9. Funeral Expensas/Adm. Costs/N/sc. Expenses (Schedule H}
10. Dabts/Nortgage Liab/1/tias/Lians (Schedule T}
11. Total Deduct/OhS
12. Net Value of Tax Return
1:5.
14.
(9)
(10)
Char/table/Governmental Bequests; Non-aZectad 911:5 Trusts (Schedule J)
Net Value of Estate Subject to Tax
4;539.60
.00
5~1~0.00
.00
.00 NOTE: To /nsura proper
credit to your account,
submit the upper portion
.00 of th/s form w/th your
tax payment.
.0O
(8)
6,~21.50
.00
NOTE:
9,679.60
(11) 6.421.50
(12) 3,258.10
(1:5) . O0
(14) 3,158.10
Zf an assessment ,as issued previously, 11nas 1~, 15 and/er 16, 17,
reflect figures that include the total of ALL returns assessed to date.
(15) 3,258.10 x O0 =
(16) .00 x 045 =
(17) .00 x 12 :
(18) .00 x 15 =
(19)=
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate
16. Amount of Line lq taxable et Lineal/Class A rate
17. Amount of Line 14 et Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT
DATE NUNBER INTEREST/PEN PAID (-)
IF PAID AFTER DATE /NDICATED, SEE REVERSE
FOR CALCULATION OF ADD/T/ONAL [NTEREST.
ANOUNT PAID
18 and 19 wtll
.00
.00
.00
.00
.00
TOTAL TAX CREDTT
BALANCE OF TAX DUE
~NTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN 91, NO PAYNENT ZS REgUIRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE DF
NOTICE:
PAYNENT:
REFUND [CR]:
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying an or baR)re December 12, 198Z -- if any future interest in the estate is transferred
in possas~ion or enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for
1ifa or for years, the Coaeanmaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class D (coIlateral) rate on any such futura interest.
To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (72 P.S.
Section 91q0).
Detach the top portion of this Notice and submit mith your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLS, AGENT
A refund of a tax credit, ahich mas not requested on the Tax Return, amy ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Office
of the Register of Nills, any of the 22 Revenue District Offices, or by calling the special 24-hour
enamoring service for fores ordering: 1-800-562-2050; services for taxpayers alth special hearing and / or
speaking needs: 1-800-~47-5020 (TT only).
Any party in interest net satisfied with the appraisement, allomance, er disallowance of deductions, or assessment
afthistaXNotica(includingby: discount or interest) as sheen on this Notice oust object mithin sixty (60) days of receipt of
--mritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
1982 202 .0005~8 1992 92
1982 162 .000~58 1995-199~ 72
198q llZ .000501 1995-1998 92
1985 152 .000556 1999 72
1986 102 .000274 2000 82
1987 92 .OOOZ~7 2001 92
1988-1991 112 .000501 ZOOZ 62
--Interest is calculated as folloms:
INTEREST = BALANCE OF TAX UNPAZD
Factual errors discovered on this assessment should be addressed in mriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions ~or Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid mithin three (2) calendar months after the dacadant's death, a five percent (52) discount of
the tax paid is allomad.
The 152 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 end of the tax amnesty period. This non-participation
penaZty is appealable in the same manner and in the the same time period as you mouZd 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 (93 months and one (1) day from the date of
death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .00016fi. A11 taxes mhich became delinquent on and after
January l, 1982 mill bear interest at a rate which mill vary from calendar year to calendar Year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOZ ara:
Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
.0002~7
.000192
.DOOZY7
.000192
.000219
.O00Zq7
.O0016q
X NUNBER OF DAYS DELINQUENT X DAILY /HTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
Name of Decedent:
Date of Death:
Will No.
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
Robert E. Rohrbach
December 31,2001
21020144 Admin. No. 2002-00144
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1.State whether administration of the estate is complete
Yes X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the
Court? Yes No X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A
c. Did the personal representative state an account informally to the
parties-in-interest? Yes No X The executrix is the sole beneficiary
of the estate.
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. Not applicable.
I certify under penalty of perjury that the foregoing information is
correct to the best of my knowledge, information and belief.
Signature
Robert C. May, Esquire
Name (Please type or print)
3438 Trindle Rd.; Suite 201
Camp Hill, PA 17011
(717) 612-0102
Capacity: ~ Personal Representative
X Counsel for personal
representative