HomeMy WebLinkAbout10-06-10..
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ZUlO OCT -6 Pik IZ= 30
CLERK OF
KNOW ALL MEN BY THESE PRESENTS, that William A. Robinso OUI~T
~~Cp„ PA.
Borough of Camp Hill, Cumberland County, Pennsylvania, deceased, died testate on
March 24, 2010, having first made his Last Will and Testament, which was duly
executed on February 24, 2010 and probated in the Office of the Register of Wills of
Cumberland County, on March 30, 2010, at File No. 21-10-0328.
WHEREAS, the said William A. Robinson, by the aforesaid Last Will and
Testament, named Allen Ferguson as Executor of said Last Will and Testament;
WHEREAS, Letters Testamentary on the Estate of the said decedent were duly
issued. by the Register of Wilts of Cumberland County, Pennsylvania, to the said
Executor, hereinafter called personal representative;
WHEREAS, the personal representative has gathered the assets of the Estate of
the said decedent and the assets consist of personal and real property with the total
value of $699,064.45 as set forth in Exhibit "A", which is a copy of the Pennsylvania
Inheritance Tax Retum filed and approved by said personal representative, and which is
attached hereto and made a part hereof, and marked Exhibit "A' ;
WHEREAS, the debts and deductions, including the payment of inheritance tax
in the said Estate, which has now been paid, leave a balance for distribution of
$563,226.09, also as set forth in the statement of said personal representative, which is
attached hereto and marked Exhibit "B";
WHEREAS, the balance for distribution as shown in the said statement marked
Exhibit "B" has been reduced to cash and has been distributed as herein indicated in
accordance with the terms of the Last Will and Testament of the said Decedent;
NOW, THEREFORE, Allen Ferguson, Betsy Ferguson, Debra Ferguson, and
Heather Rose, being all of the heirs under the Last Will and Testament of the said
decedent, and being those persons entitled to inherit under said Last Will and
Testament, do hereby each of us acknowledge that we have this day had and received
from the aforesaid personal representative, in full satisfaction and payment of all sums
of money, legacies, bequests, and devises as are given, devised and bequeathed to
~b
each of us respectively by the said Last Will and Testament, the amounts due us under
said Last Will and Testament, which amounts we have received this day or prior to this
day; and each of us do hereby stipulate that in order to avoid the expense and time
involved in the filing of a formal account and schedule of distribution, we each agree
that no account is necessary and we do hereby agree that we do consent to distribution
being made without the filing of an account and schedule of distribution, the same to be
with the same force and effect as if they had been filed and confirmed by the Orphan's
Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and
forever discharge the said personal representative, Allen Ferguson, his heirs, executors,
administrators and assigns, of and from the said estate and from all actions, suits,
payments, accounts, reckonings, claims, and demands whatsoever for or by reason
thereof, or for any other use, matter, cause or thing whatsoever, touching upon the
Estate of the said decedent, and each of us do further hereby covenant and agree that
should any liability come due to the estate of the said decedent after the signing of this
Agreement, we and each of us do hereby covenant and agree with each other and the
aforesaid personal representative, that we will contribute pro-rata our share of the
Estate to satisfy any and all claims, demands, suits or causes of action which may be
successfully prosecuted against the said Estate or the aforesaid personal representative
after the signing, sealing and delivery of this Family Settlement Agreement and Final
Release.
THIS SPACE INTENTIONALLY LEFT BLANK
.: ,~
IN WITNESS WHEREOF, we have hereunto set our hands and seals the day
and year noted below.
Date Witness - Allen Ferguson
to Witnes7s~ ~ etsy Ferguson
Dat Witness Debra Ferguson
' cPg'lCJ ~ _C~~ p~~
Date Witness Heather Rose
NOTICE OF INHERITANCE TAX
Pennsylvania
DEPARTMENT Of REVENUE
REV-1547 EX AFP (12-OW
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 1712!-0601
JAMES M ROBINSON
28 S PITT STREET
CARLISLE PA 17013
DATE OB-23-2010
ESTATE OF ROBINSON WILLIAM A
DATE OF DEATH 03-24-2010
FILE NUMBER 21 10-0328
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(See reverse side antler Objections
Aaount Reaitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -9• RETAIN LOWER PORTION FOR
------------------------------------------------------ YOUR
----- RECORDS E-
---------------
-----------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPR AISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: ROBINSON WILLIAM AFILE N0.:21 10-0328 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 115,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchadule B) C2)
33, 120.46
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 61,899.58
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSche du la G) (7) 489, 044.41
e. Total Assets ca) 699.064.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funoral Expanses/Adm. Costs/Misc. Expanses (Schedule H) (9) 33.917.32
10. Debts/Mortgage Liabilities/Lions (Schadula I) (10> 2,528.20
11. Total Deductions (11) 36,445.52
12. Nat Value of Tax Return t12) 662,618.93
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts CSchadule J) (13) .00
14. Nat Value of Estate Subject to Tax C14) 662,618.93
NOTE: If an assessrent was issued previously, lines 14. 15 and/or 16, 17, 18 and 19 will
reflect figures that include th• total of ALL returns assessed to data.
ASSESSMENT OF TAXs
15. Amount of Lino 14 at Spousal rate t15> .00 7( 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rata C16) .nn X 045 = .00
17. Amount of Line 14 at Sibling rate C17) n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class 8 rat• C18) 662,618.93 7( 15 = 99,392.84
14. Principal Tax Du• C19)= 99,392.84
TAX CREDITS:
PAYMENT
DATE REC IPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-09-2010 CDO1 878 4,969.64 94,423.20
C7(F~IBIT
TOTAL TAX PAYMENT 99,392.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
t
J REV-1 S00 1508607120
EX (pg-p5) OFFICIAL U8E ONLY
PA Dapafbnent d Revenue ar
Burew of Irrdivtdual Taxes INHERITANCE TAX RETURN 21 10 0 0 3 2 8
PO 130X.280801
Harrhburg, PA 1712&0801 RESIDENT DECEDENT
ENTER oECr~ENT noN BELOW
Soelai SsctKky Number Dale of Dseth Data of Binh
205036410 03242010 04071920
DeoedeM's Lad Name Suflbt Decedent's First Name MI
ROBIMSOW iiILLIA>X A
(N ApplN:able) Enter Surviving 8pouae's Infornation Bebw
Spouse's Lest Name Sutflx Spotale'a Fkd Name
Sta6a 21P Code
PA 17013
Spouse's Sotdal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
® 1. Odylnl Realm ^ 2 &rppern~tml Rehm ^ 9. RemehMer Rdun (dale d death
prbr b 12-19.8
^ 4. LlrNted Fatale ^ 4a. Ipa~wdaw~t ~ ^ 5. Federal EeleM Tax RNum RegWnd
® 8' (aC°py a~4 ^ 7. (~' COPY a ° ~ T~ 1 8. TdN Number d Seh Depait Bmne
10. Cnb l~° Oidam ' ^ 11.rr lc but urxlar Sec. e119(AI
^ 9. UlgNbn Proceeds Reoehred ^ wy~t sr~ 1P'21 1 and t-1ie7 (pub gqt. O)
- THIS MUST 9E .ALL RREBPOIa1ElICE AND CONFDENTIAI. TAX TI0118IiDULD BE DIRECTED TO:
Daylbns Telephone Number
JA1LE8 1[ ROBIN803i 717245688 ~
Fimt Name (If Appl)e~le) --
TORO LA14 O,FBIC$S ~~~ ~-G' `-'
= rr: -h
T.
First UM d address t ,~= c
~ '-
28 S . PITT STR88T c7~~ ~ ``_7-: ~=,~~
Second Ib1s Of address
Cily or Pod OMex
CARLISLE
Corrwporrdarlt's amaU addrssa: J RO
2N0 SprillO Road, CalikN, PA 77073
8. Pllt 8trw~t, Carlbls, PA 77013
Law.com
Allen E.
James M Robinson
MI
~~ ~
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l ••
D W ~..h
DATE FILE C+3
!O
~191r~
81de 1
1508607120 1805607120
~ r
i .
.J 1505607220
REV-1500 EX
o.ad.~r.N.mr ROBINSON,. ~IYILLIAM A
Deoedsnt's Social Security Number
205036410
RECAPITULATION
115 , 0 0 0 . 0 0
,. Rai Estate (sdredub A) ...........................
2 3 3 , 12 0 . 4 6
2. stoGre and Bonds (Sdredub e) .................. ....................
......................................... .
3. Clotsly Hsid Corporation, Partnership of Sob-Proprletonhip (Schedub C).......... 3.
4. Mortgages 8 Notes Receivabb (ScFrodub D) .......................................................... 4.
5. Cash, Bank Depastm ii Mbrxibneous Personal Property (Sr~redub E) ................ 5. 61 , 8 9 9 . 5 8
8. Jointly Owned Properly (Schedub ~ ^ Separate BtiNng Requested ............. 8.
7. Irrtsr-Vivos Trarafsra b Misoellanso~ Non-Probate
(Sriredub G) ^ Separate B INnp Requested .............
7.
4 8 9 , 0 4 4.41
s. Total Grose Aaaeb (total t.~s 1-7) ....................................................................... 8. 6 9 9, 0 6 4. 4 5
9. Funeral Expenses d Administrathro Coat (Schedub H) ......................................... 9. 3 3 , 917.3 2
10. Dstks of Decedent, Mortgage Liebiltibs, 8 Lbns (Schedub n ................................ 10. 2 , 5 2 8 . 2 0
11. Total Daductloru (toms Litres 9 810) ..................................................................... .t 1. 3 6, 4 4 5. 5 2
12. Net value of Eamba (Ltns 8 minus Una 11) ............................................................ .12. 6 6 2 , 618.9 3
13. Charrmbb and GoWmmeMal Bequesml8ec 9113 Trusm for which
an ebdbn to tax has not been made (Sdredub J) ................................................. 13.
14. Net Valve Subject Eo Tax (Una 12 minus Una 13) ................................................. 14. 6 6 Z , 618.9 3
TAX C011PUTATION ->lsEE IIM<TRl1CT10NB FOR APPLICABLE RATES
15. Amount of Una 14 taxabb
at the spousal tax mte, or
transfers under See. 9116
(a)(1.2) X .00 15.
18. Amount of Line 14 trnrable
1 B
at lirraal rata X •045 .
17. Amount of Una 14 mxatrb
at albNng ram X .12 17.
18. Amount of Lkre 14 taxabb
at colbterel ram x ..15 6 6 2, 618.9 3
1 s.
9 9, 3 9 2. 8 4
19. Tax Due .................................................................................................................. .era. 9 9, 3 9 2. 8 4
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505607220 1505607220
REV 1500 EX Pape 3
Decedent's Comphts Address:
FIN Nwnbsr 21 - 10 - 00328
Robinson, William A
STREET ADDRESS
3407 Walnut Street
CITY
Camp Hill STATE
PA ZIP
17011
Tax Paymsrlts and Credits:
1. Tax Due (Page 1 Line 19) (1) 99,392.84
2. CrediWPayments
A. Spousal Poverty CredB
B. Prbr Payments
C. Dkrcount 4,969.64
3. rotalcredra(A +B+c)
Interasf/Penally if app8cabb (2> 4,889.64
D. Interest
E. Penally
Total IntereetlPenally (D + E) (3) 0.00
4. If Lirb 2 is greater than Line 1 + Lkre 3, enter the d8feronoe. This is the OVERPAYMENT. (4)
Cheek box on Page 2 Llrre 20 to regwst a rMrard -
5. H Line 1 + Lino 3 is greater than Line 2. enter the d8fironoe. Thb is the TAX DUE. (5) 94,423.20
A. Enter 8re MKersst on the tax due. (SA)
B. Enter the total of Line 5 + SA. This ra the BALANCE DUE. (~) 94, 423.20
Make Cht3ck Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSNIER THE FOLLOWING QUESTIONS BY PLACING AN ")(" IN THE APPROPRIATE BLOCK8
1. Dkl dseedern make a transfer end: Yes No
a. retain the use or incorrre of the property trarrsferred :................................................................................ x
6. retakr the right to designate who shall use the property transferred or 8s income :.................................... x
a retain a rsvsrsbnary hrtere~t; or ................................................................................................................. x
d. receive drs prortdee fa Ilfe of sitlrer payments, benefits or pre? ............................................................. x
2. K death ocverrod aRsr December 12, 1982, did decedent transfer properly within one ywr of death w8haut
receiving adequate coneklaa8on7 .....................................................................................................................~ Q
3. Dkl dsosdent own sn °in trust for or payable upon death bank aawunt or severity at his or her death?......... ~ ^x
4. Did deosdsnt own an Individual Retirement Account, annuity, or other non-probate property which
contains 0 bsrtsfldary designation? ...................................................................................................................~ ^
IF THE ANtIYYER TO ANY OF THE ABOVE t3UESTIONS IS YEe, YOU MUBT COMPLETE SCHEDULE O AND FILE IT AS PART OF THE RETUR
Far dates 0<death on or sltelr July 1,1994 and trsfore January 1,1995, the tax rate Imposed on the net wlus of transfers ~ or for the use
surviving spouts Is throe (3)i Percent [72 P.S. §9118 (a) (1.1) (q].
For dates of death on or alter January 1, 1985, the tax rats irnpoaed on the net value of trensfere to or for the use of the surviving spouse k mro
(0) psrcerrt [72 P.S. §8118 (a) (1.1)(8)1. The a transfer fa a survhrkrg spouse from tax, and the statutory requirements
for disdoeure of assets and filing a fax rebrm are s88 app8cable even M the surviving spouse is ere only bensfkdary.
For dates of death on or altelr July 1, 2000:
The tax rate knpoeed on Me'rtet wlue of transfers from a deceased ch8d twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptNe plarant, or a stspparor-t of the child is zero (0) peroent [72 P.S. §9118 (s) (1.2)).
The tax rate Imposed on the net wlue of transfers to or for the use of the decedents lineal beneficiaries k four and one-rant (4.5) peroeM,
excbpt as noted in 72 P.S. $9116 1.2) [72 P.S. §9118 (a) (1)].
The tax rote imposed on the ttet value of transfers to or for the use Of the decedent's siblings is itveMe (12) percent (M P.S. §9118 (a) (1.3)]. A
a8t8ng rd deTkrsd under Sectbn 9102, as an Indhddusl who has at least one psront in common w8h the decedent, whether by blood or adoption.
SCHEDULE A
~THa~ REAL ESTATE
111!%rNICE TAIL IRIIAM
IEACLlR O~®Bff
FILE NUMBER
E8TATE OF Robinson, William A 21 -10 - 00328
All real F~~~~~ or as r1 tiensnt Inmo~~wt ba ~~ at fair ~~i~t valve. Fair rrstrket value is def)nad as the price
at which ~tY between a snd a w~iNng eel~r, nefther being oompetled to buy or aeN, tom having
nsssonabk of the M facts. Real property which Is jointly-owned with right of survivorship must bs dbclased on
schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 3407 Walnut Street, Borough of Cam Hill, Cumberland County, Pennsylvania 115,000.00
Parcel ID No. 01 21-0273-238 Valued at sad price
TOTAL (Also enter on Line 1, Recapitulation) ~ 118,000.00
SCHEDULE B
TM~~,~ STOCKS S BONDS
aHear~waeT~x~1
-- I FILE NUN~ER
ESTATE OF Robinson, WFlliam A 21 -10 - oo32s
All properly jointly-owrNd wltlt ApM of sunrhraship must be disclosed on Schedule F.
NUMF3ER DESCRIPTION UNIT VALUE VALUEDA~T~TE OF
1 PPL Corporation -Common Stock 28.24 2,824.00
2 PPL Corporation - 4.40% Preferred Shock 79.40 1,588.00
3 PPL Corporatlon - 4.50% Preferred Stock 79.40 317.60
4 Ameriprise Financial Tax Exempt Hi Income 4.225405 28,390.86
Mutual Fund Account No. 14017592
TOTAL (Also ember on line 2, Ftecapitulstlon) 33,1ZOA6
s
cowronx~un~ of veawnv~uw
MBtlfANCaTA%RIMW
pNIOBir~Qt~
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
FILE NUMBER
ESTATE OF Robinson, William A 21 -10 -00328
Include the pproceed8 of litiyadon and the data the proceeds were received by the estate. All property Jointly-owned with the fight of
survivoratrlp must bs dbclossd on sct~sduls F.
ITEM DESCRIPTION VALUE AT DATE OF
DEATH
NUMBER
1 Wachovla Bank Acct. No.000590355921 25,840.97
2 Wachovia Bank 72 Mo. IRA No. 257410060202436 5,809.04
3 Wachovia Bank -High Periomtance MMI No. 1010058127513 29,124.57
4 1988 Ford Taurus -Valued at Kelley Blue Book 825.00
5 TS-440 Radio Receiver 8 Astron Power Supply 500.00
TOTAL (Also errtsr on Uru 5. Recspitulatlon) ~ 67,899.58
coeeMOr~weti~ nioFv~wa SCHEDULE G
ruranrru~rnxn~t INTER-VNOS TRANSFERS 8a
R~10~10~~ MISC. NON-PROBATE PROPERTY
ESTATE OF Robinson, William A FILE NUMBER
21-10 -00328
This aehsduie moist be comalstied and filed K the amwYar ~ am of auastlona 1 throueh a en oaew 2 tae ,r~_
ITEM
NUMBER I~~ ~ ~ DEB ~N of ~ ~
and uie aaY otlYandar. Atlaoh a ~Y ottlw dasd for nal aela0a. DAB OF D~A7H
VALUE OF A88ET D%E~8
~~~ ~~~,
QP ~pp~~~~ TAXABLE VALUE
1 Ameriprise FinanX~l Fixed Retirement Annuity 78,438.56 78,438.56
Acct. No. 0000 0930 0204 6218 8 004
2 Ameriprise Financial RVS Rate Bonus 1 NQ 186,482.19 186,482.19
Acct. No. 0000 0930 0825 9584 2 004
3 Ameriprise Finandal RVS Bonus 1 NQ 109,398.95 109,398.95
Aoct. No. 0000 0930 0825 9716 0 004
4 Ameriprise Finandal RVS Bonus 1 NQ 114,724.71 114,724.71
Acct. No. 0000 0930 0826 0604 5 004
TOTAL (Abo e~rter on line 7, Recapid~lation) ( 488,044.41
'
~rn aF Pewmr~v~
wewr~wceT~xneruror
amxeNr o
9CFfUl~ FH
R~BitALD~9tIS6S&
1~1~ ~~
rae ntussaeR
ESTATE OF Robinson, William A 21 -10 - 00328
DslSts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER FUNERAL EXPENSES:
A. 1 Neumyer Funeral Home, Inc. 3,197.27
B. ADMINISTRATIVE COST8:
1. Personal Repreaentethrs's Commissions
Soda) Security Nur~er(s) / EIN Number of Psreonal RsprosentaNva(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Foes Turo Law Offices
3. Family Exemptbn: (ff decedern's address is not the sanro as daimard's, attach exptanatbn)
Clalmaat
Street Address
City State Zip
Rslatlonshtp of Claimant to Decedent
4. Pmbste Fees Register Of Wills
The Cumberland Law Journal
The Sentinel -Legal
5. Axour~M's Fees
6. ~ Tax Return Proparor's Fees Gift Attsocia~3
7. Other Administrative Costs
1 G. Scott Ramsey -clean out 3407 Walnut Street in preparation for sale
20,956.93
408.50
75.00
208.78
320.00
1,200.00
TOTAL (Also sober on Ifne 8, Recapitulstfon) 33,817.32
,, ,
Sd~edt~sH
~urH of r~wrav~var~w FIJf1B~ ~BI'MBB ~
RANCETAXREiURN ~@~C~
E8TATE OF Robinson,lMlliam A
2 Denise Dailey - lavvn service, care of house and auto
3 Deluxe Checks -purchase checks for estate aocount
4 I Settlement charges on sale of 3407 Walnut Street, Camp Hill, net of
reimtwraed taxes and sewer rents
FILE NUMBER
21 -10 - 00328
500.00
23.00
7,027.84
Page 2 of Schedule H
:. }
xe~n~ ar roa~srtv~wu
w~ur~xruc~en~w
iwioea wc®en
SCHEDULEI
DEBTS OF DECEDENT,. MORTGAGE
LIABILITIES, 8~ LIENS
FILE NUMBER
ESTATE OF Robinson, William A 21 -10 -00328
Include unroim6ureed medical e~emee.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Cumberland Crossings 1,974.80
2 Wiest Shore EMS -BLS 205.02
3 I Cumberland GoodwiN EMS
4 I Vernon
5 PPL Electric Utilities
6 Pennsylvania American Water Co.
7 UGI
8 I Comcast
9 Borough of Camp Hill -sewer service
113.90
4.17
37.58
13.11
93.33
13.79
72.50
TOTAL (Also enter on Line 10, Recapigdatfon) ~ 2,528.20
' t
rev-tetaex+p.ool
COMN~KINVYEALTH of PENNBYI.vAN1A
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Robinson, 1MNiam A 21 - 10 -00328
NUMBER
NAME AND ADDRESS OF PERSON(S)
RECEMN(3 PROPERTY RELATIONSHIP TO
DECEDENT
Do Not WtTnnMr(s) SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
(SSS)
j, TAXABLE DISTRII3UTI outright asst
~ishbu
s
~
g
~1~
t
1 Allen E. ~ Betsy J. Ferguson Cousin Fifty Percent
2590 Spring Road
Cartisle, PA 17013
2 Debra Ferguson Cousin's daughter Twenty-five Percent
134 Liberty Avenue
Carlisle, PA 17013
3 Hither Rose Cousin's daughter Twenty-flue Percent
131 Westgate Drive
f1At. Holy Springs, PA 17065
Enter dollar smounb for disltmutlor~s shown hove on lines 1 5 through 1 B, as sppropriete, on Rey 1500 Dover sheet
NON-TAXABLE DISTRIEtlIr10NS:
A. SPOUSAL DI8TRIBUTIONS UNDFJt SECTION 9113 FOR WHICH AN ELECTION TO TAX IS
NOT BEINK3 MADE
8. CHARITABLE AND OOVERNAAENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV 1500 COVER SHE Q,QQ
~ r. ~ t
NlV.ttita ~(~ (t~l
corwroNwFxni of PewtsnvANw
MkEWTANCE TAX RETURN
REBX1EMi DE(~fY
SCHEDULE J
BENEFICIARIES continued
E8TATE OF Robinson, William A I FILE NUMBER
21 -10 -00328
NUMBER
NAME AND ADDRESS OF PERSON(S)
RECEMN(3 PROPERTY RELATIONSHIP TO
DECEDENT
Do Not L6t 7FwM~(sl SHARE OF ESTATE
(Words) AMOUNT OF ESTATE
(SSS)
j, TAXABLE OISTRIBUTIONS;indude outrlpM gal
i
~
d
~or~s~ tMB~(ru
u~
W
u
4 Robert Carpenter Friend Specfic Devise
10 E. Slate Hill Road
Carlisle, PA 17013
Page 2 of Schedule J
EXHIBIT "B"
GROSS ESTATE NET OF TAX AND
NON-PROBATE PROPERTY
LIABILITIES
A. Neumayer Funeral Home
B. Turo Law Offices
C. Register of Wills
D. Cumberland Law Journal
F. The Sentinel -Legal
G. Gift Associates -Tax Return Prep.
H. G. Scott Ramsey -Clean out 3407 Walnut St.
I. Denise Dailey -Lawn Service
J. Deluxe Checks
K. Settlement Charges -Sale of 3407 Walnut St.
L. Cumberland Crossings
M. West Shore EMS -BLS
N. Cumberland Goodwill EMS
O. Verizon
P. PPL Electric Utilities
Q. Pennsylvania American Water Co.
R. UGI
S. Comcast
T. Borough of Camp Hill
TOTAL LIABILITIES
AMOUNT REMAINING TO BE DISTRIBUTED
DISTRIBUTIONS:
Allen & Betsy Ferguson
Debra Ferguson
Heather Rose
$ 110,627.20
$ 3,197.27
20,956.93
408.50
75.00
208.78
320.00
1,200.00
500.00
23.00
7,027.84
1,974.80
205.02
113.90
4.17
37.58
13.11
93.33
13.79
72.50
$ 36,445.52
$ 74,181.68
$ 37,090.84
18,545.42
18.545.42
TOTAL DISTRIBUTIONS $ 74,181.68