HomeMy WebLinkAbout03-0014 Register of Wills of Cumberland, County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of WILFRED W. RAWSON No. ~1""'O,=,~ -- I&jI-
Also known as
, Deceased Social Security No. 027-09-8274
ROBERT C. OBERMAN, JR.
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of
~' the Decedent, dated JULY 7, 2000 and codicil(s) dated
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 to victim of a killing and was never adjudicated incompetent:
[~ B. Grant of Letters of Administration
(d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritete)
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 Cumberland County, Pennsylvania, with her last family or principal residence at
100 Mt. Allen Drive, Upper Allen Township, Mechanicsburq, Cumberland County, PA 17055
(List street, number and municipality)
Decedent, then 90 years of age, died December 17, 2002, at Messiah Village, 100 Mt. Allen Drive, Upper Allen Township,
Mechanicsburq, Cumberland County, PA 17055
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ..................................................................... $ 161,000.00
(If not domiciled in PA) Personal property in Pennsylvania ..................................... $.
(If not domiciled in PA) Personal property in County .................................................... $
Value of real estate in Pennsylvania ...................................................................................................................... $
Total ......................................................................................................... $ 161,000.00
Real Estate situated as follows:
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
I /~,~' ~~/~~_ ~~. Typed or printed name and residence I
Robert c. Oberman, Jr.
1345 Stillhouse Road
Etters, PA 17319
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Peti,,tJ--------------~r and that, as personal representat,,~,_%of the
Decedent, Petitioner will well and truly administer the e~corlng/~a~~
Sworn to and affirmed and subscribed
~O~ERT
//
C.
OBERMAN,
JR.
Before me this _ 7th day of
J/~N~/~R~ ,2003
No. I- '14
Estate of WILFRED W. RAWSON , Deceased
Social Security No: 027-09-8274 Date of Death: December 17. 2002
AND NOW, JANUARY 8 ,2003, 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.t.a.; pendente lite; durante absentia; durante minoritate
are hereby granted to ROBERT C. OBERMAN, JR.
in the above estate and that the instrument(s) dated JULY 7, 2000 described in the
Petition be admitted to probate and filed of record as the last Will of the Decedent.
FEES
Letters ........................... $
Registe-~ of(Wills ~ ~ -/ t~/ - ' -
Short Certificate(s) $ 1
Renunciation .............. $
Affidavit ( ) .................. $.
Extra Pages( ) ....... $ 1~.00
Codicil ............................ $
JCP Fee ....................... $ 10.00 Attorney: EDMUND G. MYERS, ESQUIRE
Inventory ...................... $. I.D. No: 20558
Other .............................. $ Address: Johnson, Duffle, Stewart & Weidner,
301 Market Street, P.O. Box 109, Lemoyne, PA 17043-
TOTAL .........$ ,?.77.00 Telephone: 717-761-4540
FTLED 1-8-?003
NATLED TO EXEC 1-8-2003
his is to certify that the information here given is correctly copied fi'om ~in ~,'iginal certificate o£ dc;~ri~ dub' filed ~ith ~:! ~,s
Local R, egistrar. The original certificate will be forwarded to the ~;tatc Vi~al Records ()(rice fi,' pcrm~mcnt~iiii,~:,.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Wilfred W. Rawson =. Male a. 027 ~ 09 ~ 8274 ,. December 17, 2002
90 v~ [ t Jul28, 1912 Wor~ster, MA
Cumberland .. Upper Allen Twp. ~. ~S~ ~i ~ O ' .~~'. [,.. ~ite
~C~'S U~ ~ I ~ ~~Y I ~ ~T ~ ~ I ~
~;~ ~) Metal Manufacturing ~ ~ I ~~
I~ b~. I~. I +4 ~. Married ~. Helen O. Knapp
~m~'s~~.~ Im~mm's Pennsylvania
100 Mt. Allen Drive I~ ~
Mechanicsburg, Pennsylvania 1705~
~. ~ Cumberland
~'s~.~ Earle Rawso~ ~s~F,t~~ Ma~ ~nsor
~'*~'~., Robe~ Oberman ]~ 1~5 Sfillhouse Lane E~ers, PA 17319
I
' Dec 19,
~ ~0 0~,~ 2002 ]=,~ Conolite Cremato~ [a~ Schaefferstown, Pa. 17088
. FD-014310-L m, Myem Funeral Home
21-o3-i~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: WILFRED W. RAWSON
Date of Death: December 17, 2002
Will No.: 2003-00014 Admin. No.:
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
January 15, 2003.
Name Address
HELEN A. RAWSON 865 Messiah Village
Mechanicsburg, PA 17055
JOHN E. RAWSON 5006 Tangerine Avenue
Winter Park, Florida 32792
MARION H. RAWSON Heins Home
P.O. Box 277
Townshend, VT 05353
CAROL A. RAWSON 169 Fair Oak Road
Springfield, MA 01128
DAVID E. RAWSON 56 Maidenhead Road
Princeton, New Jersey 08540
MARTHA A. RAWSON 56 Maidenhead Road
Princeton, New Jersey 08540
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: ' :January 15, 2003 ~¢~//~ ~
Signature
Name EDMUND G. MYERS
...... Johnson, Duffle, Stewart & Weidner
' ' Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Capacity:
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002299
MYERS EDMUND G ESQUIRE
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..........
101 $2,786.94
ESTATE INFORMATION: SSN: 027-09-8274
FILE NUMBER: 2103-0014
DECEDENT NAME: RAWSON WILFRED W
DATE OF PAYMENT: 03/17/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/17/2002
TOTAL AMOUNT PAID: $2,786.94
REMARKS: ROBERTC OBERMAN
C/O EDMUND G MYERS ESQUIRE
CHECK# 112
INITIALS: SK
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
I
006169-00001/6.28.00/HAJ/SR/135179.1
,
· ast ill aah starn nt
OF
WILF D m WSON
I, WILF~D W. ~WSON, of the Borough of Mechanicsburg, CounW of
Cumberland, Commonwealth of Pennsylvania, do make, publish and declare this to be my
Last Will and Testament, hereby revoking and ma~ng void any and all foyer Wills made
by me.
ITEM I.
I direct that all my legal debts and funeral expenses be paid and satisfied by my
Executor hereinafter named, as soon after my death as may be found convenient.
ITEM II.
If my wife, HELEN A. RAWSON, survives me by thirty (30) days, I give and
bequeath my automobiles, household and personal effects and other tangible property of
like nature, not including cash, securities and other items specifically bequeafned by this my
Will, to my wife, HELEN A. RAWSON. Included in the tangible personal property that I
leave to my wife, are my 25 inch television, desk, bookcase and one blue swivel chair
(referred to herein as "Said Items"). I request, but do not direct, that Said Items or
replacement items thereof which my wife owns at the time of her death be given to my
wife's son, ROBERT C. OBERMAN, JR., and his wife, LINLEY OBERMAN.
006169-0000116.28.00/HAJ/S R/135179.1
ITEM IlL
I give and bequeath to my son, JOHN E. RAWSON, all my Masonic items and all
of my Windsor and Rawson genealogical records.
ITEM IV.
I give, devise and bequeath all the rest, residue and remainder of my estate as
follows:
A. Sixty-seven percent (67%) to my wife, HELEN A. RAWSON,
provided she survives me by thirty (30) days;
B. Two percent (2%) to my daughter-in-law, MARTHA A. RAWSON,
of Maryland in appreciation of her helping my son, David, complete his college
education, provided she survives me by thirty (30) days.
C. Two percent (2%) to my former daughter-in-law, CAROL A.
RAWSON, of Springfield, Massachusetts in appreciation of her help in raising and
educating her children, my grandchildren, providing she survives me by thirty (30)
days.
D. Four percent (4%) to my sister, MARION H. RAWSON, of
Vermont, provided she survives me by thirty (30) days.
E. Ten percent (10%) to my son, DAVID E. RAWSON;
2
006169-00001/6.28.00/HAJ/SR/135179.1
F. Fifteen percent (15%) to my son, JOHN E. RAWSON.
Any of these Item IV legacies that lapse shall be distributed to the legatees
whose legacies do not lapse in the percentages provided for said non-lapse legatees.
It is my intent that the legacies to which my sons are entitled shall either go to them
or their issue, per stirpes.
ITEM V.
I appoint my wife's son, ROBERT C. OBERMAN, JR., to be the Executor of this
my Will. Should he fail to qualify as Executor or having qualified failed to complete the
administration of my Estate, for any reason, I appoint his wife, LINLE¥ OBERMAN, as
the Executrix of this my Will. I direct that my personal representative be excused from
filing bond.
ITEM VI.
No fiduciary acting hereunder shall be required to post bond or enter security in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of ~ ,2000.
,~:~.J ~v/. /~O.,._.a~--~2.-- (SEAL)
w. Wso - -
006169-00001/6.28.00/HAJ/SR/135179.1
Signed, sealed, published and declared by the above-named Testator, as and for his
Last Will and Testament, in the presence of us, who at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as witnesses.
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
We, WILFRED W. RAWSON, ~ ~'-~. ~
and ~ Co.-~,a,,...,,~,~.~, , the Testator an~h~-'he 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 the instrument as his Last Will and that he had signed willingly and that he
executed it as his free and voluntary act for the purposes therein expressed, and that each of
the witnesses, in the presence and hearing of the Testator, signed the Will as witness and
that to the best of his/her knowledge the Testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
WI~E_ ~D VC RAWSOI'~ ~-
Witness
4
006169-00001/6.28.00/HAJ/SR/135179.1
Subscribed. sworn to and acknowledged before me. WILFRED W. RAWSON,
Testator, and -~~..~kj ~_ ~ ~ and ~_~)~ c,j, Q,kjxt,o_~_~ ,
wimesses, this ~! ~ day of ~.~ ,2000.
Notary Public
My Commission Expires:
NOTARIAL SEAL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
_My Commission Expires Dec. 21, 2001
OFFICIAL USE ONLY
EV- 60o x+I6-oo) REV-1500
COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER
OEPARTMENTOF REVENUE RESIDENT DECEDENT 21-03-00 4
DEPT. :>80601 COUNTY CODE YEAR NUMBER
HARRISBURG, PA 171:>8-0601
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
RAWSON WILFRED W. 027-09-8274
IDATE OF DEATH (MM-DD-YEAR) [ DATE OF BIRTH {MM- DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WlIH TH E
I 12/17/2002 I 07/28/1912 REGISTER OF WILLS
I (IF APPL. ICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I RAWSON, Helen A.
1. Original Return 2. Supplemental Return 3. Remainder Return prior to 17-13-8Z)
B 4. Limited Estate . Future Interest Compromise (date of death after 1:>- 1:>-8:>) 5. Federal Estate Tax Return Required
HpRL
O 6. Decedent Died Testate Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
AC
K (Attach copy of Will) (Attach copy of Trust)
"vES ~] 9. Litigation Proceeds Received E~10. Spousal Poverty Credit [~ 11. Election to tax under Sec. 9113(A)
(date of death between 1Z-31-91 and 1-1-95) (Attach Sch O)
NAME COMPLETE MAILING ADDRESS
Edmund G. Myers P. O. Box 109
FIRM NAME (If Applicable) 301 Market Street
Johnson, TELEPHONE NUMBERDUffie' Stewart & Weidner Lemoyne, PA 17043-0109
717/761-4540
1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 80,498.64
3. Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 73,614.98
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
I~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8) 154,113.62
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 16,58'1 . 91
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 4,487.64
11. Total Deductions (total Lines 9 & 10) (11) 21,069.55
12. Net Value of Estate (Line 8 minus Line 11 ) (12) 133 , 044.07
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 133 , 044.07
C
O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
M
[~ 15. Amount of Line 14 taxable at the spousal tax
I rate, or transfers under Sec. 9116(a)(1.2) 89,139.53 X .0 0 (15) 0.00
T 16. Amount of Line 14 taxable at lineal rate 33,261.02 X .0 45 (16) 1,/4 96. 75
I 17. Amount of Line 14 taxable at sibling rate 5,321.76 x .12 (17) 638.61
0
N 18. Amount of Line 14 taxable at collateral rate 5,321.76 X .15 (18) 798.26
19. Tax Due (19) 2,933.62
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
,Decedent's Complete Address:
STREET ADDRESS
100 Mt. Allen Drive
CITY STATE I ZIP
Mechanicsbur~ PA I 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 2,933.62
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 146.68
Total Credits(A+B+C) (2) ]46.68
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) 0.00
4. 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 (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,786.94
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 2,786.94
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. rece ve the prom se for fe of ether payments, benef ts 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? ................................ [--1
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 perjury, I declare that I have examined this return, including accompany ng 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.
SIG~T%E OF PERSON RESP,~S~.~E FOR FILING RETURN ROBERT C. OBERMAN, JR. DATE
~.a~d7/'7/ '~. '/_.,/ 1345 Stillhouse Road
, .............................
SI~GNATI']F~'~I~PRF="PAEiEROTJ~F'"'~THANREPRESE~TA¥1VE-~.//f , Johnson, Duffle, Stewart & Weidner DAT~ /
~/9z/~//t~ P.O. Box 109
...................... ,
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 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 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 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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX/Rev. 6-00) .
REV- 1503 EX + (1-97)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILFRED W. RAWSON SS~ 027-09-8274 12/17/2002 21-03-0014
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 3,555.573 shares Delaware Group Income FDS Inc. 2.68 9,528.94
Delchester A, CUSIP f/245908207
2 24 shares Dominion Resources, Inc. , CUSIP ~/25746U109 53.96 1,295.04
Accrued income on item 2 through date of death 15.48
3 2,142.857 shares Eaton Vance Income Fund A, CUSIP 5.45 11,678.57
~/277907101
4 1,579.215 shares Federated High Yield, CUSIP #314197104 5.36 8,464.59
5 6,706.855 shares Franklin High Income, CUSIP ~/353538101 1.67 11,200.45
6 359. 383 shares bfFS High Income Fund B, CUSIP ~/552984205 3.50 1,257.84
7 1,833.707 shares SafeCo High Yield Bond Fund, Inc., 4.86 8,911.82
CUSIP ~/78643H101
8 200 shares Scana Corporation, CUSIP ~/805898103 30.73 6,146.00
9 3,271.028 shares Scudder High Yield Ser. High Income 4.71 15,406.54
Class A, CUSIP ~/81115L105
10 1,350 shares Senior High Income Portfolio, CUSIP 4.83 6,520.50
f/81721E107
Accrued income on item 10 through date of death 72.87
** ALL STOCKS VALUED USING ESTATEVAL
DATE OF DEATH VALUATION IS ATTACHED TO THIS RETURN **
TOTAL (Also enter on line 2, Recapitulation) 80,498.64
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97)
REV- 1508'EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILFRED W. RAWSON SS# 027-09-8274 12/17/2002 21-03-0014
Include 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 Cash on I~and 58 00
2 Allfirst Checking Account No. 0061193747 3,507 53
Accrued income on item 2 through date of death 0 10
3 Blue Shield Drug Store reimbursement 883 70
4 PNC Bank Account No. 2,991 75
5 The Methodist Conference 50,000 00
Accrued income on item 5 through date of death 405 16
6 Wachovia Securities Money Market Account 768 74
7 Value of Jewelry as per attached appraisal 15,000 00
TOTAL (Also enter on line 5, Recapitulation) $ 73,614.98
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSysterns, Inc. Form REV-1508 EX (Rev. 1-97)
REV-~ E×+/1-971 SCHEDULE H
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILFRED W. RAWSON SS# 027-09-8274 12/17/2002 21-03-0014
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Funeral Luncheon 375.00
2 Myers Funeral Home, Inc. 3,180.00
3 The Garden House - Flowers for Funeral Service 81.62
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 7,705.68
Name of Personal Representative(s) ROBERT C. OBER[v[AN, JR.
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 1345 Stillhouse Road
City Etters State PA Zip 17319
Year(s) Commission Paid:
Z. Attorney's Fees Johnson, Duffle, Stewart & Weidner 4,750.00
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 Register of Wills 272.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland County Register of Wills Filing Fees for Inheritance 25.00
Tax Return and Inventory
2 The Cumberland Law Journal Notice of Estate Administration 75.00
3 The Patriot News - Notice of Estate Administration 117.61
TOTAL (Also enter on line 9, Recapitulation) $ 16,581.91
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-1512 EX + (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAXRETURNREsiDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS
ESTATE OF FILE NUMBER
WILFRED W. RAWSON SS# 027-09-8274 12/17/2002 21-03-0014
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 2002 PA State Individual Income Taxes 758.00
2 Copy Fees 9.50
3 Holy Spirit Hospital Fees 17.93
4 Johnson, Duffle, Stewart & Weidner ~ Attorney Fees billed prior 175.00
to Death
5 Messiah Village - Cleaning Services 22.25
6 Messiah Village - Final Invoice for Services 2,144.57
7 Robert C. Oberman, Jr. Power of Attorney Fees for Calendar Year 1,300.00
8 Verizon Telephone Charges 27.47
9 Verizon Telephone Charges - Check clearing after date of death 32.92
TOTAL (Also enter on line 10, Recapitulation) $ 4 , 487,64
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WILFRED W. RAWSON SS# 027-09-8274 12/17/2002 21-03-0014
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
h TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
i CAROL ANNE RAWSON Former 270 of Residue
169 Fair Oak Road Daughter-in-Law
Springfield, blA 01128
2 DAVID E. RAWSON Son 10% of Residue
56 Maidenhead Road
Princeton, NJ 08540
3 Helen A. RAWSON Wife All Personal
865 Mt. Allen Drive Effects and
Messiah Village 6770 of Residue
Mechanicsburg, PA 17055
4 JOHN E. RAWSON Son All Masonic
5006 Tangerine Avenue Items, All
Winter Park, FL 32792 Windsor and
Raws on
Genealogical
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9~00)
Estate of: WILFRED W. RAWSON
Soc Sec #: 027-09-8274
Date of Death: 12/17/2002
Continuation of Schedule J, Part I
(Taxable Bequests)
Item Name and Address of Beneficiary Relationship Amount or
# Share of Estate
Records and
15% of Residue
5 MARION H. RAWSON Sister 4% of Residue
Heins Home
P.O. Box 277
Townshend, VT 05353
6 MARTHA A. RAWSON Daughter-in-Law 2% of Residue
56 Maidenhead Road
Princeton, NJ 08540
TABLE OF EXHIBITS
For
THE ESTATE OF WILFRED W. RAWSON
Exhibit A Last Will and Testament of Wilfred W. Rawson dated July 7, 2000
Exhibit B Estate Val date of death valuation for the Stocks owned by Decedent
Exhibit C Joseph A. Rosi Jewelers, Inc. Appraisal for the value of the Ring owned
by Decedent at the time of his death.
EXHIBIT A
006169-O0001/6.28.00/HAJ/S PJ135179.1
O~
WILFRED W.. RA WSON
I, WILFRED W. RAWSON, of the Borough of Mechanicsburg, County of
Cumberland, Commonwealth of Pennsylvania, do make, publish and declare this to be my
Last Will and Testament, hereby revoking and malting void any and all former Wills made
by me.
ITEM I.
I direct that all my legal debts and funeral expenses be paid and satisfied by my
Executor hereinafter named, as soon after my death as may be found convenient.
ITEM H.
If my wife, HELEN A. RAWSON, survives me by thirty (30) days, I give and
bequeath my automobiles, household and personal effects and other tangible propertY of
like'nature, not including cash, securities and other items specifically bequeathed by this my
Will, to my wife, HELEN A. RAWSON. Included in the tangible personal property that I
leave to my wife, are my 25 inch television, desk, bookcase and one blue swivel chair
(referred to herein as "Said Items"). I request, but do not direct, that Said Items or
replacement items thereof which my wife owns at the time of her death be given to my
wife's son, ROBERT C. OBERMAN, JR., and his wife, LINLEY OBERMAN.
006169-00001/6.28.00/HAJ/SPJ135179.1
I give and bequeath to my son, JOHN E. RAWSON, all my Masonic items and all
of my Windsor and Rawson genealogical records.
I give, devise and bequeath all the rest, residue and remainder of my estate as
follows:
A. Sixty-seven percent (67%) to my wife, HELEN A. RAWSON,
provided she survives me by tlfirty (30) days;
B. Two percent (2%) to my daughter-in-law, MARTHA A. RAWSON,
of Maryland in appreciation of her helping my son, David, complete his college
education, provided she survives me by thirty (30) days.
C. Two percent (2%) to my former daughter-in-law, CAROL A.
RAWSON, of Springfield, Massachusetts in appreciation of her help in raising and
educating her children, my grandchildren, providing she survives me by thirty (30)
days.
D. Four percent (4%) to my sister, MARION H. RAWSON, of
Vermont, provided she survives me by thirty (30) days.
E. Ten percent (10%) to my son, DAVID E. RAWSON;
2
006169-0000 l/6.28.00/HAJ/SPJ135179.1
F. Fifteen percent (15%) to my son, JOHN E. RAWSON.
Any of these Item IV legacies that lapse shall be distributed to the legatees
whose legacies do not lapse in the percentages provided for said non-lapse legatees.
It is my intent that the legacies to which my sons are entitled shall either go to them
or their issue, per stirpes.
ITEM V.
I appoint my wife's son, ROBERT C. OBERMAN, JR., to be the ExecUtor'of this
my Will. Should he fail to qualify as Executor or having qualified failed to complete the
administration of my Estate, for any reason, I appoint his wife, LINLEY OBERMAN,'as
the Executrix of this my Will. I direct that my personal representative be excused from
filing bond.
No fiduciary acting hereunder shall be required to post bond or enter security in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this '"]/~
day of ~ ,2000.
wm i) w. RAWSO - -
006169-00001/6.28.00/HAJ/S PJ135179.1
Signed, sealed, published and declared by the above-named Testator, as and for his
Last Will and Testament, in the presence of us, who at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as witnesses.
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
· ' SS.
COUNTY OF CUMBERLAND :
We, WILFRED W. RAWSON, "~ r'~. ~ ~
and ~ Po .-~'h,~.,.o,~ ,_.., , the Testator and'--'~he 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 the instrument as his Last Will and that he had signed willingly and that he
executed it as his I~ee and voluntary act for the purposes therein expressed, and that each of
the wimesses, in the presence and hearing of the Testator, signed the Will as witness and
that to the best of his/her knowledge the Testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
'
Witness
4
006169-00001/6.28.00/HAJ/SPJ135179.1
Subscribed. sworn to and acknowledged before mec~ WILFRED W. RAWSON,
Testator, and -?~.~,~.~. ~_ ~ ~ and ~_~j~ co. -~ ~.~,
witnesses, this "1 ~ day of ~ ~ ,2000.
Notary Public
My Commission Expires:
"NOTARIAL SEAL
DIANNE LENIG, Nolary Public
Lemoyne Borough Cumberland Co.
_My Commission Expires Dec. 21, 2001
EXHIBIT B
EXHIBIT C
,' 4636 Jonestown Road
Harrisburg, Pennsylvania 17109
I--. Phone (717) 652-8477 · Fax (717) 652-9245 ~e~ an~<'
Joseph A. Rosi, Jr., CGA
President
January 22, 2003
Mr. Robert Oberman
1345 Stillhouse Lane
Etters, PA 17319
Dear Mr. Oberman;
To try to elavuate an unknown jewelry article especially one that was an
heirloom is almost impossible. The sentiment can be as materially valuable
as is the item itself. The next best thing is to approximate the value in terms
of a description that closely resembles the item. However, the replacement
cost of the item is only as good as the communication between the customer
and the jeweler. And the monitary value can not bring this item back fi.om
the unknown.
With that said, a description furnished by you and translated into jewelry
term.q has produced the following:
ONE MAN'S 14K YELLOW GOLD GENUINE RUBY RING
CONTAINING ONE OVAL RUBY MEASURING APPROX/MATELY
8 X 6 MM AND WEIGHING APPROXIMATELY 1.75 CARAT SET IN
BEZEL AND ATTACHED TO A TAPERED BAND MEASURING
APPROXIMATELY 12 X 8 MM AT TOP AND TAPERING TO 4MM
AT BOTTOM OF SHANK. THE RING SHOULD HAVE A SOLID
BACK AND WEIGH AT LEAST 10 GRAMS.
The description does not cover the color of the ruby since matching or
estimating color by description is not possible. The range for a Genuine
Ruby with good color and clean to the unaided eye would be fi.om
$5000.00 to $25000.00 including mounting. To be more accurate would
require picking fi.om a selection of Rubies on hand.
The second article is a 14K Yellow Gold Wedding Ring weight and width
and size tmknown, but to approximate a 3-4mm 14K Yellow Gold of a
standard size 10 would be about $100.00
I am sorry for your loss and hope that this is suitable for a replacement
cost reimbursement. If any other information is required, please contact me.
Sincerely,
Joseph A. Rosi jr. CGA
Certified Gemologist Appraiser
American Gem Society
WILFRED W. RAWSON
JOHNSON, DUFFLE, STEWART
& WEIDNER
ATTORNEYS AT LAW
LEMOYNE, PENNSYLVANIA
Register of Wills of COMB .RnAN County, Pennsylvania
INVENTORY
Estate of WILFRED W. RAWSON No. 21-03-0014
also known as Date of Death 12/17/2002
, Deceased Social Security No. 027 - 09- 8274
ROBERT C. OBERMAN, JR. ,
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.
Personal Represent¢i~_ /-~
Attorney: Edmund G. Myers Signature: .
' /ROBERT C. O~ERMAN, JR.
I.D. No.: 20558 Signature:
Address: P. O. Box 109 Address: 1345 Stillhouse Road
Lemoyne, PA 17043-0109 Etters, PA 17319
Telephone: 717/761-4540 Telephone: 717/938-5267
Dated:
Description Value
(See continuation page(s) attached)
Attach additional sheets if necessary) Total: 15Z~, 113.62
qOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
nclude the value of each item, but such figures should not be extended into the total of the Inventory.
=.,.~,~g~l by the P~nnsylvania Bar Association
Co"~yrig~t (c) 1996 form software only CPSystems, Inc. Form #RW-7 (199Z)
INVENTORY
Estate of: WILFRED W. RAWSON
Date of Death: 12/17/2002
County: Cumberland
CASH:
Allfirst Checking Account No. 3,507 53
0061193747 '
Accrued income through date of 0.10
death
Blue Shield Drug Store 883.70
reimbursement
Cash on Hand
58.00
PNC Bank Account No. 2,991.75
The Methodist Conference 50,000.00
Accrued income through date of 405 16
death ·
Wachovia Securities Money 768 74
Market Account '
58,614.98
PERSONAL PROPERTY:
Value of Jewelry as per 15,000.00
attached appraisal
15,000.00
STOCKS/LISTED:
3,555.573 shares Delaware Group Income 9,528.94
FDS Inc. Delchester A
24.000 shares Dominion Resources, 1,295.04
Inc.
Accrued Income on Dominion Stock 15.48
2,142.857 shares Eaton Vance Income Fund 11,678.57
A
1,579.215 shares Federated High Yield 8,464.59
6,706.855 shares Franklin High Income 11,200.45
359.383 shares MFS High Income Fund B 1,257.84
1,833.707 shares SafeCo High Yield Bond 8,911.82
Fund, Inc.
200.000 shares Scana Corporation 6,146.00
3,271.028 shares Scudder High Yield Ser. 15,406.54
High Income Class A
1,350.000 shares Senior High Income 6,520.50
Portfolio
Accrued Income on Senior High Income 72.87
80,498.64
TOTAL RECEIPTS OF PRINCIPAL ............... 154,113.62
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/10/2004
MYERS EDMUND G
301 MARKET STREET
P O BOX 109
LEMOYNE, PA 17043
RE: Estate of RAWSON WILFRED W
File Number: 2003-00014
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/17/2004
Your prompt attention to this matter w!ll be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent: WILFRED W. RAWSON
Date of Death: December 17, 2002
Will No. 2003-00014
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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:
c. Did the personal representative state an account informally to the
parties of interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date: Nov.~ber 16, 2004 EDMUND G. MYi~R~~
JOHNSON, DUFFIE, STEWART & WEIDNER
~--. 301 Market Street
~ P.O. Box 109
-_~: Lemoyne, PA 17043
(717) 761-4540
~'~'~' . ~.~ Capacity: ~ Personal Representative
(x) Counsel for Personal
Representative