HomeMy WebLinkAbout05-12-09 (2)15D56D7120
REV-1500
~ (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
Po Box.2sosol
Harrisburg, PA 1712s-0601 21 0 8 12 8 4
RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
12 20 2008 04 18 1913
Decedent's Last Name Suffix Decedent's First Name MI
RUPP ROMAYNE I
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Return ~ 2. Supplemental Return ~] 3. Remainder Retum (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise ~] 5. Federal Estate Tax Return Required
(date of death after 12-1282)
g Decedent Died Testate ~
(Attach Copy of Will) ~ Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95)
(Attach SCh. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAMES D. BOGAR 717 737 8761
Frrm Name (If Applicable)
BOGAR & HIPP LAW OFFICES
First line of address
ONE WEST MAIN STREET
Second line of address
City or Post Office
SHIREMANSTOWN
State ZIP Code
PA 17011
u~1•
_ ~•:~
:,
-;
__:~
:.;
,. --~
7
,I
:~
++l
." ~
CorrespondenYse-mailaddress: jbogar@bogarlaw.com
Under penalties of perjury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge.
ADDRESS
2606
OF
Allan D.
Circle, Mount Joy, PA 17552
OTHER THAN REPRESENTATIVE
James D. Bogar
One West Main-Street, Shiremanstown, PA 17011
DATE
Side 1
15056071 0 J
1505607220
REV-1500 EX
Decedents Name: R O 111 a ~/ n e i. Rupp
Decedent's Social Security Number
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... ... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. .. 2. 8, 9 2 0. 9 2
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... ... 3.
4. Mortgages & Notes Receivable (Schedule D) ....................................................... ... 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. .. 5. 8 8 , 5 4 9 . 3 4
6. Jointly C+wned Property (Schedule F) ~ Separate Billing Requested ........... .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ........... .. 7.
8. Total Gross Assets (total Lines 1-7) ..................................................................... .. g. 9 7, 4 7 0. 2 6
9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... ... 9. 2 9 , 8 4 5 . 9 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. ... 10.
11. Total Deductions (total Lines 9 8~ 10) ................................................................... ... 11. 2 9 , 8 4 5 . 9 0
12. Net Value of Estate (Line 8 minus Line 11) .......................................................... ... 12. 6 7 , 6 2 4 . 3 6
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............................................... .. 13. 1 , 0 0 0 . 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. ... 14. 6 6 , 6 2 4 . 3 6
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .00 0 . 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .045 6 6, 6 2 4. 3 6 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18.
19. Tax Due .................................................... ................................................................ . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
0.00
2,998.10
0.00
0.00
2,998.10
Side 2
1505607220 15056D722D
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-08-1284
DECEDENT'S NAME
Romayne I. Rupp
STREET ADDRESS
222 Messiah Circle
CITY
Mechanicsburg STATE
PA ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
p. Interest
E. Penalty
2,676.15
140.85
Total Credits (A + B + C)
(1) 2,998.10
(2) 2,817.00
Total InteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
q. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(3)
(4)
(5) 181.10
(5A)
t5B) 181.10
~, r_.s ..fir, x.~.__ ,:.~,._.-.~~~ ~..~~s_ ~.. .~~a_._.._~._.,,~, ~ .,,~ ~_ ~`.
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 :.................................................................................. ^ ^x
b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ^x
c. retain a reversionary interest; or .................................................................................................................. ^ ^x
d. receive the promise for life of either payments, benefits or care? .............................................................. ^ ^x
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?......... ^ ^x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
~~..~ Esc ., .. „~f.~s. _..~~r_EY ~ . _W,_._~t~ ~. ~ a . _,~_ _~.. ~~ti~,~ ,,. .
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 three (3) percent [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 zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
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 zero (0) percent [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 four and one-half (4.5) percent,
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 twelve (12) percent [72 P.S. §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+ (6.91i)
SCHEDULE B
STOCKS ~ BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Rupp, Romayne I. 21-08-1284
All property jointlyowned with right of wrvivorship must be disclosed on Schedule F.
ITEM
NUMBER CUSIP
NUMBER
DESCRIPTION
UNIT VALUE VALUE AT DATE
OF DEATH
1 PNC Investments -Account No. 7224-3841; 932.1760 9.57 8,920.92
shares of Blackrock Multi State Municipal Series Trust
PA Muni Bond Fund Class A
TOTAL (Also enter on Line 2, Recapitulation) 8,920.92
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
PNC
INVESTMENTS
Member FINRA and SIPC
Januaryl2, 2009
James D Bogar
Attorney-at-Law
One West Main Street
Shiremanstown, Pennsylvania 17011
RE: The Estate of Romayne I Rupp
Social Security No. 192-30-1092
Date of Death: 12/20/2008
Date of Death Valuation
Dear Mr. Bogar:
The date of death value of securities held by Romayne I Rupp in her PNC Investments Account
#7224-3841 is as follows:
932.1760 shares of Blackrock Multi State Municipal Series
Trust PA Muni Bond Fund Class A @ $ 9.57 per share.
In order to liquidate the account, we must move all securities into an estate account.
Please have the executor fill out and sign the attached paperwork where indicated. Once the funds
have moved to the estate account they will be liquidated, and a check for the proceeds will be sent
to the address specified on the account application.
Please do not hesitate to contact me if I can provide further information.
Sincerely,
~j.
Charles E Little, CFP
Vice President
Senior Financial Consultant
Enclosures
The information contained herein has been obtained from sources we believe to be reliable but do not guarantee it to be accurate,
correct, complete or timely, and shall not be responsible for the results obtained from its use.
PNC Investments LLC
Member of The PNC Financial Services Group
Two East Main Street Mechanicsburg Pennsylvania 17055
www.pnc.com
•MapLose Value Important Investorlnforrtfation:5ecurities and brokerage services are provided by PNC Investments LLC, member FINRA and SIPC.
•No Bank Guarantee annuities and other insurance products are offered by PNC Insurance Services LLC, a licensed insurance agency.
COMMONWEALTH OF PENNSYLVANIA
INHERRANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8t MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Rupp, Romayne I. 21-08-1284
Include the proceeds of Idigalion and the date the proceeds were received by the estate.
All property Jointlyowned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Bank of America -Certificate of Deposit No. 1114983; date of death balance 15,753.17
$15,747.79; accreud interest $5.38
2 DRX Distribution Management -Bethlehem Steele Settlement 13.13
3 PNC Bank, N.A. -Checking Account No. 5070202467; date of death balance 8,976.82
$8,976.17; accrued interest $0.65
4 PNC Bank, N.A. -Savings Account No. 5004884053; date of death balance 27,248.87
$27,215.18; accrued interest $33.69
5 PNC Bank , N.A. -Certificate of Deposit No. 11020047638; date of death balance 10.094.63
$10,094.63; accrued interest $0.00
6 Sovereign Bank -Certificate of Deposit No. 1685312959; date of death balance 12,965.43
$12,540; accrued interest $425.43
7 UBS Financial Services, Inc. -Account No. 1 R 01284 T1 -Balance per attached 11,418.40
statement as provided.
8 Personal Property -The Decedent had no personal property of any value. Decedent 0.00
had spent several years in a nursing home facility prior to her death.
9 Erie Insurance -Refund of renters insurance premium 34.00
10 Genworth Life Insurance Co. -Refund of Long Term Care Premium 1,260.00
11 Highmark -Premium refund 216.69
12 Malpezzi Funeral Home -Refund of overpayment on account of funeral bill 66.23
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 5, Recapitulation) 88,549.34
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
Rav-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA continued
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF (FILE NUMBER
Rupp, Romayne I. 21-08-1284
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
BankofAmerica ~~
5701 Horatio Street
Utica, NY 13502
February 4, 2009
James D Bogar
One West Main St
Shiremanstown, PA 17011
RE: Reference #:0012009000831
Estate of: Romayne I Rupp [Date of Death-12/20/08]
Below find financial information requested on accounts held in the name of the above-captioned
decedent as of date of death:
ccount Number: **********4983 CD
Date of Death Balance: $15,747.79
ccrued Interest: 5.38
tatus: Opened 11/19/02 Closed 1/9/09
itle: Romayne I Rupp
Comments:
No Safe Deposit Box found.
Please note additional requests for information not related to date of death values or to close accounts
should be directed to Bank of America Sales and Service Support at
Bank of America
Legal Correspondence R.S. & S. Center
FL1-300-01-29
4109 Gandy Blvd
Tampa, FL 33611
If you have any questions, please contact the party listed below. Should you need to forward any
additional correspondence to us regarding this matter, please direct it to the address noted above. When
contacting the Bank regarding this request please use the Reference # 0012009000831.
Sincerely,
~~
Mandy Durse
Operations Representative
315-738-5630 option 6
Recycled Paper
Pltil~
January 12, 2009
James D Bogar, Esq.
One W Main St
Shiremanstown, PA 17011
RE: Romayne I Rupp
SSN: 192-30-1092
DOD: 12-20-2008
Dear Mr. Bogar:
in response to your request for Date of Death (DOD} balances for the customer noted about, our
records show the following:
Certificate of Deposit
Account # 11020047638
ROMAYNE I RUPP
DOD balance; $ 10,094,63 + 0.00 accrued interest
Interest paid 01-01-2008 tluu 12-20-2008 $ 384,45 YTD
Checking Account
Account # 5070101467
ROMAYNr', i RL'PP
DOD balance; $ 8,976.17 + 0.65 accrued interest
Interest paid 01-01-2008 thru I2-20-2008 $17.33 YTD
Savfngs Account
Account # 5004884053
ROMAYNE I RUPP
DOD balance: $ 27,215.18 + 33.69 accrued interest
Interest paid 01-01-2008 thru 12-20-2008 $1,427.96 YTD
Established: 06-21-2002
Established: 04-27-1987
Established: 07-06-2007
Investment Account
The decedent maintained Investment Account # 72243841. For further information, you may call the
Brokerage Department at 1-800-762-6111.
Page 1 of 2
Please note that this office provides date of death balances for deposit acco~mts (IRAs, CDs, Checking and
Savings). We do not process any financial traasactiona or provide statements. If you ~Sed assistance with..
any of these items, please Bali 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 2 of 2
~ Sovereign Bank
MA1 MB3 02-10 Court Ordered Processing
P.O. Box 841005
Boston, MA 02284
January 7, 2009
James D. Bogar
Attorney at Law
One West Main St.
Shiremanstown, PA 1.7011
Estate of: Romayne I. rupp
Date of Death: December 20, 2008
Dear Mr. Bogar:
Per your request, enclosed please find the account information as of date of death for the
above-named decedent. Please note the balances do not include accrued interest.
If you should have any further questions, please do not hesitate to call.
Very truly yours,
~`~;
Linda Spaverito
Team Leader
Court Order Processing
Phone (617) 533-1789
Fax (617) 533-1931
Sovereign Bank
ESTATE OF Romayne I Rupp
SOCIAL SECURITY #: 193-30-1092
DATE OF DEATH:
December 20.2008
Account #: 1685312959 Type: CD Open date: 12/27/2001
In the name of: Romayne I Rupp
Date of Death Balance: $12,540.00
Int.(YTD) from 1/1/2008 to _ 11/30/2008 $425.43
Accrued interest to date of death:
Other info:
$28.57
Page 1 of 1
fuss
James D Bogar
Attorney at Law
One West Main Street
Shiremanstown, PA 17011
Attn: Beth Lengel
March 27, 2009
Dear Ms Lengel:
UBS financial Services Inc.
1500 Harbor Blvd
Weehawken, NJ 07086
Tel. 877-827-7870
Fax201-601-0907
UBS Investment Center
investmentcenter~ubs. com
www. ubs.com
Our new accounts department has confirmed that account 1 R01284 (formerly MW 45073)
is the only solely owned account by Mrs. Rupp. The search was run using her social security
number. The account is in the name of Romayne I Rupp, 786 Oak Oval, Mechanicsburg, PA,
17055-8408. The account was opened on 11/01/1993.
inclosed is a copy of Mrs. Rupp's most recent statement. Note that it provides the account
value on December 31. If you need further assistance please contact our Client Relations
Department at 1-800-354-9103.
Sincerely,
U ~ ~,~~ 11W~~
Caroline W White
Financial Advisor
UBS Financial Services Inc. is a subsidiary of UBS AG.
v
0
a
m
m
a
0
U
U
O
00
("~ Q O
!_7
~ N
~ v ~
~ '
00 d J ~
~>~
p
N w O V
Z Y Z
O ~ O V
~
w
~ ~ ~
V p
? ~
INWJ~>~ m
5w~o x
~v~o 0
JZmz
W ~ ~
n
Z
Z~mY rv
Q jQ3 c
u.?p2 0
m m N W Z
».-3 a
w
m
v
~i
C
O
:n
O
m
.n
a
a
in
c
0
O
~_
N
V
O
O
O
O
O
O
O w
00 m
r
N
D
C
O
7
a ~
t
O
N
~ n
r' o
N c
U
U ~
c
~
~ C/~
CFA N
~ ~ T
~1
W N ;
~
~
N
f~ C
3
~ ~ ~
d
~
~ d
C t
c N
~_
~ m
Q ~ ~
W N N C O~ L tp
_
O V Q N N N T
}
a
d'
.. w Z ~r 7 'O L p1
C rn y a.+ c
~
O
N z o
' N
ro d = rn•-
~ •3 ~ .c E
~ L
~ >11'~
v o0
Q c
c m o~~°
'°
ti
~ ~^
w N ::
a~ ~
~~£
O o.
~v
t
0
C 7
C A
•v oo
C~ y
;~ ,
~' c ~ .~
m a c Z^
n a
~
>
C
3 C
7 C W oo
iL Z v ~~
G~ `>m
Y
~~ ZL c
Q ~
N
7 O
V
Q V
Q 7O m
~" ~ a •~
_
~ F-. v
i
A
~' ~ ~ ~. H
O
N
O
rn
O~
N
V
C
rp
N
N
C
CO
C
C
~o
s
a
U
O
N
O
O
CN
C
C
v
x
Z
H
O
O
O
O
iN+
d
N
N
F~-
u
a
N
d
d
0
N
d
01
A
a
cn
N N
OC1 ~ vl
t' 3 ~ d
d
~E~ a;
0 7 E
%~ ~ O
Y Of C V
C •- C
v y
w ~ ~ ~
~ - x
r
Cf Y d
E `o
~
~~
€a.oa
~
wa
w
`°
r
v
c Y v ~
m ~ r N
c o,w~ v
$'o~-v
O ~
C C
W m
it !0 Q ~ . V ~ a
V
~
Q. ~
t9 v
d _
d
r ~ '~ ~ X
~
~ ~ N 7 N '
> ~n. >
• `° a i S `°
._ 7
t N
N
VI ~
w ~ ~
~ N W d `
S A C
Ol
Q
~ ~ Z
-
C
O
C
,, $ a~
M
G
~ 7
" ~. O
~.ssaT
~
A
~
•
N
• E
`
7! V
`J ~ G O
VV ~ C i N V
7//
} V } 1 GG7N ~
A
, yy
C ~ ~ F
O T vi "~- O`
` fp W A d C w
t V d ~ O >
~ o
N ~
.T ~
01
V
Ec w ~'m
, ~ V N ~
~
E W
N N ~ E
a
t ~ C O! ~ a
~.
~ ~ "
+ ~
~
~
~ ~
t..
y$~ d~ vi
O
C ~ _
V
Y ~
~
~
~g~og~
~ ~
v
ar 11- O O
O
~) a+ V C ~
~ a o[ '~ C
~ j c .
p ~ m~.~-.OV•C
~
V ~ 0 0 'p y
o ~ ~ n ~ ~ .~
~ .- ,~ c C c
a m g.
ym
~1
W C O a~+ H l0 fC ~ E
C> ON O
Q E v ov ~
p N ~ ~ Ewa
~
~, ~^
~, « u - ~1 a
0 ~~
~
$ ar
c o
'~ a
~o,~
~a
~
m
rn • rl N
~
a
ry
-1 v, o
o g c' c 4 a
V ~ O
_
O
'~ .
~
.a c
c v$ `n • o
j ~
~
~„ ..
in ry
~-q p
C
E x G .~
vJ ~ ~ C r N N =
~
H
V.I j
t0
~ 7 L
V ~ N
~
N~ j Q 7
C
}
+
Ql N
Gl V ~
w
Q
~~
~ ~ ~
V ~ r N
~
~i
• y p t m a o
7
c ~ E
o o k ~rw
~I N-' 3L ~ ~ ONL~oV
C
p ~ N
t ~ ~
E ~~ d C p E vii
7E~
~ ~,
E
°~
-
-1 ~ o
n
o
w
, ~ v a
i
j ~ ^ v
~
~v
w
v
v
0
W
}
rn
m
00
0
0
v
d
Y
a
v
C
41
ro
X
H
c w o
Z m
Q U r^.rv
~ ~
~ W
c ~ ~
A~
c ~
._ w
~ ~
~z
~-
o ~+
Y m
m
N
a
a
z~
- r
w
} ry
Q ~
O
O~
C ~
d
da
E E
~0 0
c c
.. +.
c c
~ 3
0 0
V V
V V
as
0
U
U 00
~,, QI a
v
~
~ ~
o
V O ~
rl
V] d
c
U N
Q O
~ ~0
,~
i--~ N
C ~
~ a+
v,
~ o Q ~° ~
+-~ o
N
~ ~
~ ~
O ~
N
~
~ ~ ~ i
~ ~
Y
m
~
r ^
V J M~~r~
F+N ~
Q N ',
m
+-~
d C1I!,
C
`
~..
co
O
~
ct rn
N ~
m
N
V v
f~
~ c co
c O
~_ ct
O ~ v
01
111
d' •-
m eo
O
~
~ t0
00
~
~ ~ ~t
~ 01
~ 6f1
~ ~ O
N
I~
~ co
N ~Y
O1
Lf1
V ~
N
~
e4 c
~
O
yq b4 bq yq y- W tR W
~o
u
O
C
!O
to
~
n
v
~
~
Y
N
00
m
Qi
_C
~
O
V
C
01
°'
v,
v
Gl
C_
C
~.
`p
~
o
y
~
E
>
Z
V
N
~
T
'rp
a
O~
rp
N
>
Q
D
N
`
'~
+'j
`1
G/
a~
C
p
C
~D
~
~
~ N
~
,~ ~ a
v o p
~ Z
Q
>, I~ ~
~ ~ C
~ O m
y _O v-~
` O m
v ~ ~
~ ~ C
~ ~ 'C
C U~ ~
C +-~ d
Q . ~ ~°
O
V
C
~
~0
~
!~
n
a
~
N
Y
t0
m
m
~
01
.C
~
~
V
~
n
v,
v
v
C
C
?~
~0
~
o
N
~
~
7
Z
U
~
~
>,
.~
~
p~
~
N
>
Q
p
J
~
a`O,
N
L1
Gl
a-~
C >
Z
C
~0
ip
~
_+_'
~ N
E rt a
ro ~ °'
a~ v ~
~ ~
a ~ vQi
~+ N ~
r010 O C
C Z m
y ~ N
~ d ~
Q 4 ~
~ ~ C
7 ~ 'C
C N ~
C +-~ d
Q . ~ v
~
O
U
~
~
. ~
o
v
~
Q
~
~G
N
m
m
~
01
.C
~
o
V
C
p
~L
a
~
~
°J
C
C
T
ro
"C
~
N
~
~
7
Z
V
~
~
>,
.~
~
p~
rp
N
>
Q
O
J
N
~+
H
Oi
N
Y
C
1
a~i
~
v
T
01
C
y
GJ
a
~
C
C
C
Q
0
m
d
a
w
E
0
c
c -~
O !r
7 nV1
~ W
O
V ~
m
a ~
E
~E
a
a
0
V
~0
.C
A
o
a
E
W
E
.
o
a
m
m .
E .
3
~ ~
0
E
'°
v ~
~a =
~
1 ' V
~
T C
ep ~.
,f~~.' 7
~
p v C >
.o
c ~ ~
d ~
~/~
W c
I~1 ~ O
V
o n
E
~
[~'~y/~~y~~/~~ }
AAA' Vf N N
O o
N N
1~
V
O
m
V N O W'
Q O w
~g
V
W M1 J J
Q V Q U
vi ~ F- MV
~ a
Ym ~a
m`'z^
c O w
~ O w ~
O O
N
n
0
O
a
r
N
~ 1
z4
~ C
~ V p7
~
E a
~
0
O
L C
'p
V y ~
O
N C G
L y
C
N ~
~~
L
,~q~
v E
5i E
a
~
N
N
~ .O L W
7 "'
O 'C
~ ~ V
~
s d
~ ~~
~St ~~
d
v ~ ~
y
N
N ~ N
~ ._ o
c
~ n$ Y
~ 3
C ~+o Ln ~
CJ
~ ~~ a ~ a
~ ~ ~ o
~ ~ A ~
~ ~
a
ov
~~ p
~ L
o
• nn
H ~ v
~
.o>> ~ Y~
~vg ~
U
o~
~
0 ~ O O ~ ~
v O
C ~
C
~
~ ~
++ ~ ~ .o o .2
0
N
C
~ L ^
C ~ O
~ N v
ep
`
00
~c^ U p
E~
~
a~_
~
~ °=
Q C~ V LL 0
i H^^ W W I N I N I H
'O
C
F
V
C
A
m
~ ~
0
V V
Q Q
H ~
p p
OD
O
> >a
Y Y
a a ~
m m LL
,n ,n O
~ ~ Q
a
GQi °'
p c
of
m
0
aIa
O
00
Z
Q
V
Q
g
p
Q ~
Y ~_
Q ~
O] l L
,,, O
~ Q
.a
n
0
v
a
c
0
Z
V
Q
0
w
p
Q O
~ ~
Y
m w
,,, O
~ Q
V
m
Cf
C
v
v
C
U'1
0
N
M
O
v
d
m
m
a
F-
K
O
O
O
O
O
O
O
m ~
R
O W
_N O
r ~
O ~
O ~
O G1
O ~
n
N
N ~
c
o ~
°o
~ V
2 ~
0o O
r
N GJ
O C
O 4J
O ~
N
O in
QO
n O
Q W
REV-1151 Ex+ (12-89)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES ~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Rupp, Romayne I. 21-08-1284
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
q, FUNERAL EXPENSES:
See continuation schedule(s) attached
10,619.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Allan D. Shopp
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 2606 Crestwyck Circle
City Mount Joy State PA Zip 17552
Year(s) Commission paid 4,873.50
2. Attorneys Fees Bogar 8~ Hipp Law Offices 6,150.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 272.00
5. Accountant's Fees Greenawalt 8 Company 275.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs 7,656.40
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 29,845.90
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Rupp, Romayne I. 21-08-1284
ITEM
NUMBER
DESCRIPTION
AMOUNT
Funeral Expenses
1 Malpezzi Funeral Home -Funeral bill 10,619.00
H-A Subtotal 10,619.00
Other Administrative Costs
2 Alert Pharmacy Service -Pharmacy bill 95.85
3 Alert Pharmacy Service -Pharmacy bill 123.59
4 Bank of America -Legal research fee 20.00
5 Messiah Village -Final nursing home bill 5,388.87
6 PBGC -Return of pension payment 67.50
7 Pennsylvania State Employees Retirement System -Return of overpayment 178.40
8 Register of Wills -Two (2) Short Certificates 8.00
9 RESERVES: -Costs to conclude administration of the Estate, including filing of PA 1,500.00
Inheritance Tax Return and Inventory; Fiduciary Income Tax Returns
10 U. S. Postal Service -Certified mail to UBS 6.07
11 Verizon -phone bill 108.10
12 Verizon -Final phone bill 143.02
13 Vital Check -Fee for death certificate 17.00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Rupp, Romayne I. 21-08-1284
ITEM
NUMBER DESCRIPTION AMOUNT
H-67 subtotal 7,656.40
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rupp, Romayne I. 21-08-1284
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT
lb Not List Tru s (Words) ($$$)
I~ TAXABLE DISTRIBUTIONS [include outright spousal
and transfers
distributions
,
under Sec. 9116(a)(1.2)]
See attached schedule
Total
Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Shiremanstown United Methodist Church 1,000.00
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I 'I,000.UU
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule J (Rev. 6-98)
SCHEDULE J
The BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Romayne I. Rupp 12/20/2008 1920-1092
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Laura Knepp Stepchild $~,vuu.uu specific
500 Northstar Drive bequest
Harrisburg, PA 17112
2 Donna K. Larson Daughter One-third of rest,
10022 Herding Row residue and
Columbia, MD 21046 remainder
3 Gregory N. Larson Grandson $1,000.00 specific
89 E. 2nd Street bequest
New York, NY 10009-7900
4 Joy Mooiweer Granddaughter $1,000.00 specific
35 Carlisle Pines Drive bequest
Carlisle, MA 01741
5 Paul J. Rupp Jr. Stepchild $80,000.00 specific
602 Fairway Drive bequest
Camp Hill, PA 17011
6 Allan D. Shopp Son One-third of rest,
2606 Crestwyck Circle residue and
Mount Joy, PA 17552 remainder
7 John B. Shopp Son One-third of rest,
88 Howard Street residue and
Apt. 1815 remainder
San Francisco, CA 94105
8 Lauren R. Shopp Granddaughter $1,000.00 specific
1166 Pacific Street bequest
Apt. 1 B
Brooklyn, NY 11216
9 Matthew D. Shopp Grandson $1,000.00 specific
900 N. Stuart Street bequest
Apt. 1909
Arlington, VA 22203
WILL
OF
ROMAYNE I. RUPP
I, ROMAYNE I. RUPP, currently of Upper Allen Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any and all
prior Wills and Codicils made by me.
I. I direct that all my just debts and funeral expenses be paid from the assets of my
estate as soon as practicable after my demise.
II. I direct that all estate and inheritance taxes that may be assessed in consequence of
my death, shall be paid out of the principal of my general estate to the same effect as if said
taxes were expenses of administration and all property includable in my taxable estate
whether or not passing under this Will shall be free and clear thereof.
III. I bequeath the sum of One Thousand Dollars ($1,000) unto each of my
grandchildren who survive me, namely, Gregory N. Larson, Joy K. Larson, Matthew D.
Shopp, Lauren R. Shopp and Laura Knepp.
IV. I bequeath the sum of One Thousand Dollars ($1,000) unto Shiremanstown United
Methodist Church, Shiremanstown, Pennsylvania, to be used as it sees best.
V. I bequeath the sum of Eighty Thousand Dollars ($80,000) unto my husband's son,
Paul J. Rupp, Jr.. If he predeceases me, this bequest shall pass unto his issue per stirpes.
This bequest represents proceeds from the sale of our house which was owned by Paul's
father and we both agreed this sum shall go to Paul, Jr..
VI. All the rest, residue and remainder of my estate, of whatever nature and wherever
situate, including property over which I hold a power of appointment, I devise and bequeath
equally unto my three (3) children, Donna, John and Allan. If any child predeceases me, his
or her share shall pass unto his or her issue per stirpes. If said child leaves no issue, said
share shall lapse and be added to the shares passing to my other children or their issue per
stirpes.
VII. I appoint my son, Allan D. Shopp, Executor of this my Will. In the event that he
fails to qualify or ceases to act as Executor, I appoint my daughter, Donna K. Larson,
Executrix in his place.
VIII. I direct that no bond be required of my fiduciaries for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I, ROMAYNE I. RUPP, herewith set my hand to this my
Last Will, typewritten on two (2) sheets of paper including the attestation clause and
signatures of witnesses, this ,~~,t.,c~ day of September, 1998.
(SEAL)
ROMA I. RUPP
Signed by ROMAYNE I. RUPP, by her declared to be her Will in our presence, who
have hereunto subscribed our names as witnesses in her presence and at her request, this
a a~a day of September, 1998.
~- residing at ~~~~-,~ ~.
w~ `~ ~~` (~2~ residing at ~ ~ I `~
-2-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C ~~. b erI
WE, ROMAYNE I. RUPP, ~ fQ~t D -r - ~R ~ ~s ~? and K~N.~ ~, ~~ ~ ~ ~ ~?
the testatrix and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly affirmed, do hereby declare to the undersigned
authority that the testatrix signed and executed the instrument as her Last Will and that she
signed willingly (or willingly directed another to sign for her), and that she executed it as her
free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as witnesses and that to the best of
our knowledge the testatrix was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
h
ROMA I. RUPP
WITNESS `~-
WITNESS
Subscribed, sworn or affirmed and acknowledged before me by ROMAYNE I. RUPP, the
testatrix, G ~k ~~~ ..T_ ~2t ~ s >::e and I~l,iv.o ~_ ~„ , ~. ~ 2 ,witnesses, this ~ 2 ,.e~
day of September, 199$.
(SEAL)
Notary Public
r
Notarial Seal
Luna Sue Climenhaga, Notary Public
Upper Allen Twp., Cumberland County
My Commission Expires April 28, 2001
Member„ Pennsylvania Association of Notarieo
-3-