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HomeMy WebLinkAbout02-0695 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION Estate of John Victor Romig, ,Tr also known as No. To: 21-02-695 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ies for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residencea1337 Whisk9Y Spring~ Rd.. ~ MirJrJl<?ton Twp. (list street, number and municipality) Decendent, then at 52 years of age, died July 16, ,ltJ;; 2002, Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Taylor Township. Fnlton ~onnty. $ 125,000.00 $ $ $ eo,non on ppnn.c:::ylv.1nirl Petitioner_ after a proper search h~ ascertained that decedent left no will and was survived by the following spouse (if any) and heirs: Michael Name Relationship Residence }to Romig Son 337 Whiskev Snrinqs R Dillsburq. PA 17019 d. THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. , " ~ " ~3 Michael A "" "'~ 337 Whiske ,,0 ~:g ~ s urg, 3ct "~ "0 '" " '" c;; /7- ?7-.s- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss 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 above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~~. before me this 1 s t day of f Au ust, ~~2 / Register ~ ~ ~ " ~ " ~ '" = OIJ Ci5 No. 21-02-695 Estate of JOHN VICTOR ROMIG. JR. , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW AUGUST 2 &<:200~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that Michael A. Romiq is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted to Michael A. Romiq in the estate of John Victor Romiq. Jr. ~h1/L2~"'h.,~.dB/ ).q...-ay egister of Wills FEES Letters of Administration Short Certificates( ).......... Renunciation ...........,.... JCP $ $ $ $ TOTAL _ $ . . . .AI!GUS.T . 2... . . . . .. A.D. 270.00 18.00 . cJ C:Z '.A.-U'L ,& L , v 17' ATTO (Sup. Ct. J.D. No.) Anthony L. eLuca Esq. ID #18067 113 Front st.,Boiling Springs I PA ADDRESS 17007 717-258-6844 'i.00 291.00 19_ Filed PHONE RE'f-15QOEXi6..Q01 , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 I- Z W C W U W C w ... ::s::~(I) u"'" wOou ,,00 u"'~ 0.", Q. " INHERITANCE TAX RETURN RESIDENT DECEDENT. OECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) Romi Jr. John V. DATE OF DEATH (MM.DD.YEAR) DATE OF BIRTH (MM,DD.YEAR) 07/16/2002 10 6 49 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Q 1 Original Return D 4,limitedEstate o 6, Decedent Died Testate :,Atia~~ ccpy of '/VI'; o 9, litigation Proceeds Received o 2, Supplemental Return D 4a. Future Interest Compromise icate oi ,jeatn af:er '2. 2.~2: o 7. Decedent Maintained a living Trust :Attacn G~oy d ~;'usn D 10, Spousal Poverty Credit ':da:eotoeatr, 8et\'ieer '2.31.9~ a~<; ,'':;5, c...-- OFFICIAL USE ONLY / 7 tj-- 5' 1.. L - D J.. .k!lS COUNTY CODE YEAR NUMBER FILE NUMBER SOCIAL SECURITY NUMBER 162 - 42 - 3013 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS . . SOCIAL SECURITY NUMBER .. o 3. Remainder Return idate of dea:r :mor:~ : 2. ~J-82' '=:J 5. Federal Estate Tax Return Reauired 8. Total Number of Safe Deposit Boxes o 11 Election to tax under Sec 9113iA) THiS,SECTlON MOST' BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL. TAX INFORMATIONSHOULIl BE DIREC-r:e:tl,TO: '; NAME COMPLETE MAILING AC-DRE3S z o ~ ..J ::l l- ii: <l: u W 0::: z o ~ I- ::l 0.. :ii: o u ~ ... z w " z o Q. '" W '" '" o u FIRM NAME 'f Apphcable' 113 Front street P.O. Box 358 Boiling Springs, PA 17007 (1) $126.'>00 00 (2) q 440 ?O . i3) 0 (4) -0- -,,;. (5) 27.961. 70 (61 -0- (7) -0- TELEPHONE NUMBER (71711 258 6844 OFr=iCIAL USE ONLY (8) $163,901.90 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule 8) 3. Closely He!d Corporation, Oartr.ersr.lp or Sole-Proprietorship 4 Mortgages & Notes Receivable (Schedule OJ Cash, BanK Deposits & Miscellaneous Personal Prooeny ;Scheduie ::',1 6 Jointly Owned Property {Schedule F) o Separate Billing Requested 7 Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or l) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions {total Lines 9 & 10} 12. Net Value of Estate (Line 8 minus Line 11) (9) (10) 15,845.73 1.531.82 (111 17,377.55 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of line 14 taxable at the spousal tax rale, or transfers under Sec. 9116 (a)(1.2) , c :151 x ,04..5... (16) x .12 (17) x .15 (18) (19) 112) (13) 14n, 'i?4 1'i -0- 16. Amount of Line 14 taxable at lineal rate $146.524.35 ;14} 146.524.35 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20,.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT -0- 6,593.60 -0- -0- $6,593.60 ~~ ~ -, ',~ y: ~::..~:"--' ~" :;' ;.;- ,;...:.- '.,ll,o~ "'~'1.;;t:t. ..l;J:::J~.~=-:1~.,");,;-:~ " c....,?:tJ;:,~;;'''''!~S:..-:./J:!.!'~~i~..~~-.,;~,i'"~~~..'''';.__:::'" ".':5:."':<./i..;- _.r~*i~!:~<;;~ Decedent's Complete Address: S~REET ADDRESS 337 Whiskey Sorinas Road ,.... -~'. . CITY Dillsburg, I STATE I ZIP PA 17019 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) -0- -0- 329.68 Totai Credits (A + 8 + C) (2) 329.68 .. 3. InteresVPenally if applicable D.lnterest E. Penally (3) (4) (5) (5A) (58) ~. TotallnteresUPenally ( D +t') 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 6,593.60 -0- 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. 6,263.92 -0- 6.263.92 8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT ,....t~':',?:,~~;:.,:::t:..r~E~St::,:~{2k2~~~~~I(;~~;ri~~~&.~;~_u::rjIJ&~}l~;Z"LZC~it;~~.3:::S;;~lICZ2s:iJI::::;V?1::;;::B~.;:'~~~1~T~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes ...................n 1. Did decedent make a transfer and: 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 promise 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? . ...................... . ..... ................................. .................... ......0 o o ~ L ...........0 No iXJ IlU IlU IX] IlU IX] [Xi 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. :Jncer pellallies of perjury, I 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. :~clarat:onofpreparerolherlhanthe personal representative is based on all information of which preparer has any knowledge DATE ~ O~ JDRESS , A ' . ;An- ..~~:'/::;,~~,:~;!~~:~cJk _~~.-' :6'~~~ AJ~ j/~#?/Ar.'1:.!#~~~~7 . 'r dates of death on or after July 1, 1994 and before January 1, 1995, the lax rale imposed on the net value of transfers to or for the use of the sUr\living spouse is 3% ,P.S. S9116 (a) (1.1) (ill. 'or 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. S9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a sUr\living spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the sUr\living spouse is the only beneficiary. 'Jr dates of death on or after July 1, 2000: ~e 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. s9116(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. S9116(1.2) [72 P.S. s9116(a)(1)]. ~he tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.31l. A sibling is defined, under Section 9102, as an 'dividual who has at least one parent in common with the decedent, whether by blood or adoption. , REV_"OI"X+ (7-831 COMMONWEALTH OF PENNSYLVANIA , INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "A" REAL EST.ATE ESTATE OF FILE NUMBER John V. Romig, Jr. (Property jointly-owned with Right of Survivorship must b. disclosed on Schedule IIF") All real .stat. should b. reported at fair mark.t value which is defined as the price at which property would b. exchanged between a willing buyer and a willing sener, neither being compelled to buy or sell, both having reasonable knowledge of the r.levant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Real Estate situated at 3029 Black Mountain Road Waterfall, PA 16689 See attached appraisal $126,500.00 TOTAL (Also enter on line 1; Recapitulation) (If more space is needed insert additional sheets of some size.) I I I Is 126,500.00 REV-150J EX + (4-86), ~~ COMMONWEALTH Of PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER John V. Romig, Jr. (All property jointly-ownQd with Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. 4,220 shares Common strock of Rite Aid Corporation @ $2.23 per share $9,410.60 2. 29.60 shares Prime Cash Money Market Fund @ $1.00 per share 29.60 '" TOTAL (Also enter on line 2. Recapitulation) (If more space is needed, insert addiNooal sheets of same size.) S 9 440 REV.1S07EX. (7.881 *' SCHEDULE D MORTGAGES AND NOTES RECEIVABLE Please Print or Type I FILE NUMBER COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RISIDENT DECIDI!NT ESTATE OF John V. Romig, Jr. (All property jolntly.owned with the Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION VAWE AT DATE OF DEATH 1. NONE -0- TOTAL (Also enter on line 4, Recopitulation) $ o (If more space is needed, insert additional sheets of some s;ze.) ~EV.1506 EX+ 12-67) .. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type fiLE NUMBER COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John V. Romig, Jr. (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Certificate of Deposit, numbered 31003908143967, at M&T Bank, Boiling Springs, PA Checking account, numbered 88922l8398, at M&T Bank, Boiling Springs, PA Miscellaneous personal property. See attached appraisal $17,696.69 2. 2,369.01 3. 7,896.00 TOTAL (Also enter on line 5, Recapitulation) S ~., n r, ., n (Anach additianal 8~n x llH sheets if more space is needed.) "~150' ex. 112,88', "*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF John V. Romig, Jr. I FILE NUMBER Joint tenantes): NAME ADDRESS RELATIONSHIP TO DECEDENT A. NONE B. C. Jointly~owned property: ITEM NUMBE I 1. I I I LETTER FOR JOINT TENANT , DECO'S I I % INT.I I I ; I I I I I I I I I I I I I I DATE MADE JOINT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DOLLAR VALUE OF DECEDENT'S INTEREST TOTAL (Also enter on line 6, Recapitulation! -0- (If more space is needed insert additional sheets of some size) S REV-TS10 EX+ (2-87) ~.~.~ -.:.!t?'"~ SCHEDULE G TRANSFERS I i FILE NUMBER PLEASE PRINT OR TYPE COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John V. Romig, Jr. THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM I DESCRIPTION OF PROPERTY ! TOrAt VALUE I DECO. I DOLLAR VALUE ...' . . . EXClUSION i % OF DECEDENT'S NUMBER I Include name of the transferee, theIr relationship to decedent, date of transfer. : OF_ASSET I INT. +-___ INTEREST .;. 1. The Quaker 401 (k~ Plan for i 100% !1 09,811. 7P 100%1 Hourly Employees Retirement I Savings. I Not eligible to withdraw _L TOTAL (Also enter on line 7, Recapitulation) S 0 (If more space ;s needed, insert additional sheets of some size.) \l.EY.1511 ex+ [7-.88) ESTATE OF ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type FILE NUMBER John V. Romig, Jr. ITEM NUMBER DESCRIPTION AMOUNT A. I Funeral Expenses: B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 1. M.R. Brown Funeral Home, Inc. P.O. Box 367 Hustontown, Pennsylvania 17229 6,858.90 Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees 5,000.00 Anthony L. DeLuca, Esquire 3. Family Exemption ClaimantMiChael A. Romig Relationship _ Son 3,500.00 Address of Claimant at decedent's death Street Address 337 Whiskey Sprinqs Road City Dillsburq State PA Zip Code 1701 9 Probate Fees 293.00 Miscellaneous Expenses: Filing Fees for Inheritance Tax and Inventory 25.00 Legal Advertising-Cumberland Law Journal Legal Advertising-The Sentinel 75.00 93.83 TOTAL (Also enter an line 9, Recapitulation) $ 15,845.73 (If more space is needed, insert additional sheets of same size.) V_1512 iX+ (9-81) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT.OECEDENT ,STATE OF SCHEDULE "I" DEBTS OF DECEDENT, MORTGAGES, AND LIENS FILE NUMBER John V. Romiq, Jr. ITEM NUMBER DESCRIPTION AMOUNT 1. Judith K. Appleby, Tax Collector 796.50 2. Roy D. Gottshall, Appraisal of Personal Property 40.00 3. Terry L. keefer, Appraisal of Real Estate 250.00 4. Cabela's Credit card 445.32 TOTAL (Also enter on line 10, Recapitulation) $ 1,531.82 tlf more space Is n..dad Inure addltlona. sheets of sam. slz.) /6 :1216 PI., KEEFER_RE~~.E$TATE 7:1734922:62 p.e2 " --- .....:'toym:~...rt ~C ~.. 1~ UNIFORM R.SIDI!NT....L Ap..RAI.....L REPORT Me ~ WA 1ltFAU. At;,E3 Tal Ye. 2002 OM/G e ATE -~ A F ROMIG 1 '. li o~ 1 T _aid ^TERFAU.. 08 NlA ~ DaleQfSilleNlA ~andS..-naurwdllltllf'l------..l--.bI!IMidIlll"'" NtA J:.U/4JATTORHEY ANTHONY DeLUCA 1 FRONT BOX 30M: ING SPR ~A 1 "TEFl:Pt.Y L.. Ke.t:.FFR 8~1S S EiWAl' ORT L UOON PA ~,... l.ae3lion r J Urll", CJ s.-.. (Q Rurol __ p~' .,.-......-... ---~ 816/t up 0 Ower 15% 0 25-75'* 0 Under 25" --.. -, $@ ~ ~l:' Od. twnIr IS 0 Nut IIkIty U l,*"v Growtn.... [J R_ r,"J $1abI. 1.1 Slow C?J"- 50 .LOW_N"'VY 2-,4tam1y 0 Cl In"'..... Prop.... ...... 0 >nel_ I2l 8_. t:J DedI""" t:J T..-.I W2s\,.... ~~Ji"'~_ 0 To: Demaodl"4>P'Y [] _ lZJ "........ 0 awr_ [8 ,.....(0-,,,) ~ 'c-_al 2 Marketi1'1Q ,time n lkIder 3 fOO5.. r7I 1-e mos. r I Owr 6 mas. 95 2$ vile 90 ..... .... ell4 *- ,..... _ ....., .... -~Jwt ~.... .Ao ..c _~. .~... 1'4e/thbOrhaod ~n II'ld oharactIrh1Ics: THe SUSJEci IS LOCATeD IN ~_RUFtAL. PoRTION OF. THE STATE. HOWEVeR SUR "r"T Ne.'G~t-tOOO AMeNITlI;:.S ARE NO~MAL. FOR THE MARKET AREA. .. FldotIIl:hI! ilffm:t 1'J'tl!.' trn.IIfbtIbIltty ~ the proper1ln In ttM naigttbortJoOd (JlIrolmttr 10 1l1'l.,loyrnerd ~~. .l'l'lf)Ioymeftt .staDility, lIPIlN to ~ eu:.)~ NO UNFA,Y.9AABLE FACTO~!i WERE OBSERVED WHtCH WOULD .ADVERSE\.. V AFFl!CT THe MARKETABJUTY OF THE .PROPERTleS lri_.ll""US NEIGH80Rti.QQO. Pf:!:OXIMliY TO EMPLOY ANO AMENlTI IS,"APPfItOXlMATE Y"6 MIl.eS. . .' J. ~7. lIlultt c:onc1ml;WlS In the 1ub\8d. ~tlol1IOQd (lnctud\.r,fJ ~"for 1M aDmit CCll"IClusklM r"".d ttl1h8 nl'ld at IX"Operty vlIh..", dernanclfSUP()ly, and fT\liritetino lime _ 5UctI _ dIP on comp<<ittYe proptf'tfe:liI f.Qf HIe in the fl<<ghborhoQd, detcrtp!JOn 01 the preYller10e or _es .-ld 1InWJCIng conce:ssIans. ldC.); ~RTY VALUES IN Tt!~ SUElJECT NEIGHBORHOOD SEEM TO AEMAJ!"-;T....Le. DeMAN"'''''';'; S;'U.PL y.....e IN SA< ...-- AN[) MARK TlNG T1Me AVERAGES .-.peROXIMATELY 172 DAYS. SINCE THIS IS A Al.JRAl. F"ORilON OF THE STATE. pl'INDING .!.tfREE: OR MORE CO!!'f"ETIT1VE PROpeRTle~.FO~ SALE IN THe SUB."fe:CT NEIGHBORHOOD IS NOT POSSIBLE. Ptof-=IIn~fofPUo. (IfW/Cabll)- -Is ltle deo;elopar./btJil~jncQl'lO'oI orb HomeOwn.... AslOdll.l!on (ttOA)? L.J Y'II. L Nc Appnnimllte total number 01 unlb In !he subtect projeoct N/A .., ~ b)bi ~ of tOts tor:M" in 1he 5Ubfect:wofeief N/A ~~~. I_"t!:; atJonal1eol1l!tlls: N/A ~'& TYP1CAl. T~ ROLLINGI She arfa 1....0' AC __._... C<lrTNr Lat 0 "" 0 No sae TYPICAL Splldft(: lGrllng clU3if1c<<'1on m des~tlon NONE Shacae ~ ~. :........... !..' loom _:P L..,., """'''''F1no (aron<lla<her~~..l 0 illegal 0 N._ :-:- ~~E lhm'- P\j)\~c Other I ~\...,..._."""."",, l'ype Publte Private Lan:d.8C';8plng AVE~Ge EI-""'>' C', I s.... M....S@~ lZJ 0 on...... Samce RAV!!L ea. CJ NONE C__ NONe U [] ........_ TYPICAL uTlL EASEME...-rs w_ I' Sfdl7Wl1fk NONE _ 0 n FEMA Speclal Rood Hgard AnslI U Y~5 0 No S_ ..- 2]-' -..- _"g1rl> ..NONe . ~ ~ 'ElM ZPf1e NONt!! ~ _ 8I8/eo ..l..JJ':,.\ONE J AI1lW NONE I ....21M3ooo1 CclR'lTlef'lts (8C'Il8{ent: adVetSll. euemenrs, ancroectmlP'ft&. speel81 asusarnentJ. ,tIde ......11. or I. POl_~\.ooullnQ zonk1g.... etc,): AOvEP'tSE EASEMeNTs ~NCRo....e~$, ~elAL ASSESSMENTS. SLIDe AREAS ~C. NO APPARENT ,,",0I0nrt< P40. atStDnes Type (Det./A1l) _l:stl'fe) EIi__ ....lYrs,) .-.. , :0 R 2 STY A.Va; EXISTJNG 90 EXTERlOROESCAd"1'lON FOlNlll11ON ~ """"'''on STONE. _ O~ ..... Sq. "- ea2 eldll!rlarWIIIs ~___,_~__ QawI SpacI .,.% '", RnICWd 0%0 Roof 9Q!V;c. ALUM ~ 7111Ml. ~ ...tnI"T Gum!vs" Dwnspts. ,A.LUMl~ StITfI NYIp ~ WlIh STONE lWlndow Typ.t OM ~ NN Roar GRA~L. 1..._ .NSlSCAN _........ NN 08$Efl. 0 ~ Ently .....$ NO NN oeSI!AVED INSUlATION =... ~ Wello I2l =--8 eEHEA.AL DESCRIPTION ROOMS i 1 I 1 1 ""2 -~ Le..r, . _.............noc IlITER10R MIIm1.slConditIon Roon cARPMNYl/AVG Wall. PAN!!UPl..S'T'Pt1AvG TrfnvAnIsh WOODIjII.,\l'lYtAt1e Bd\R<Klf \l\NYU~ G 8.atl WaltlS(',ot NlAsOrwAVEAAOE Doors _tiC~!'a! e tEAnNG Ty.. "'"' HW ..Q,IL. ....VG eo KITctEN EQUIP. Arne -- B...... __ ""-",,,en ...... Ofspotal 0 Drop SIidr" ~~iI1\wr q scum. '.. .___ FwlIHood ~ Floar _ow... R I~ ''- ... ".,. 1 AMEMllES CAR ST\lfIAGI" o ~\')" 0 l~ll- l.J (2) PItIo NONE B a_ DOec;kNONE! . .- n Poo'" ~ 0 Oeood>ed o Fenc8 NONE t I Bultt"'n H Poor. NONE . H ~"- "01.:.-. - C8rIlI'al OIlIer --:;;r;-_ AddltidMl11J1dUr86 (,peddI tJI'tiIJIGt eftk;;I... tt.rn.. c.): NO NI.... ..,.... TYP~. C_"'''''''~Il..''._,_,._on_.--, ...._,_.:;;;~,.........O/_._...., ~ :T1.....:....c6~NSURATEVVlTHAGEA.N I T. NOFUNC OR ~e"_ONi~candIIIoM ~~.tu.notN.--~~":'~~E__D~'~~~' _,)~~""b,~,~~~,~,(lftt_dla.(JI_irl- _"'~of"'_..~~.. .ON"""""~v~ ."" - PHYSIc.u.. e'E8 Jlddle Mao form 70 8rItJJ PAGE 1 Of2 __Fonnl__ "",5:07 PM KEEFER. REAL. ESTATE 717'3492262 P.03 -.. ,-' - 1'4747 10.928 8~ 10.819 145.1&5 DIAL APP ISIlL' R P ,R IG CormWlIIcx. CMt Approeeh (:su::It .. SIU'CI .. COlt 1IItImlllt, .. N.... ,..,.. foot CIIeMdkYln fer HIXJ. VA and FmHA. 1M esdn-..G rtmlWllhG lIa:IftOmIc" utthepRlpertr): COST" FR SWIFT ILOERS SITE V U WAS oBTAI U NG CO'" S. SKETCH DUll ATT ED. ESTIMATED R ING IECONOMIC S, RIPORII RI! I c$T1MATEO SITE lIAlUE .. '.... ESTIMATED REPAOOUCllON COST -NEW-<lF IlIoIPlIOIIeMEKJS: _ '808",Fl.@$ 80.14 - S &82 Sq. R @S 18.02 .....- $ PORe ~ ~...Ft.@$ TgUI~eo.t_ Leu ~"'" Oepoocf-' 48,,,"1 IJepnIdst.ed Vd,Je ot _o~nb: "......V..ofSlle~ ..._.. W IYCOST A ,180 _ 3028 BLACKS MOUNTAIN R( WA'T'lERF t 19.32 -$ .. ~$ .... ............-$ 48 :J83 Il8 $ 126,802 Il1O..2 3e3 BUCI1ANAN T'AAlL AIICCONNII='I I -uMJA:G~ 13. .,.... t:DtiF'......~NO. '3 427 BRADNtCK FARM .lANE MCCOOl 7.21~. 117000 1 SOOO .32 $00 " 49.74 f't1 EXTERIOR INSPeCTION COt) LS CESCFIPTION ... A 88.M co EXTERIOR INSPECTION T LS': llE5CRlPl1ON .. as.59 LtJ EXTERIOR 1N8Pt!CT1ON C LS ON . - Ad 0 0 0 0 C 0 C 0 6I3OJ02 n 0 A 0 AVIS alE 0 F I f"Ee SIMPLE 0 FEE' SIMPLE 0 14.01 AC 1, +13000 .3-4 AC +13000 AVERAGE \/ERAOE Al!L,,^GE 0 nAVO 2 Sl'Y AVO 0 2 STY A'Vf3 0 AVG ALUM AVG AVG VINYL AVG 0 BRN! AVO 90 0 14 -8 02 A RAGE AVERAGE 0 GOOD A. -.."""'" T 8.ot1S ""om Coun< . . 1 ~,~ -1.000 8 4 2 -2.000 $ 2 1.5 ..... ,_ F!. 2352 Fl.' -83 '812 .,152 1 S-48 8~&Finlehe<I PARTIAL >>ARTlAL 0 PARTIAL 0 PARTIAl. NFl I ISHED 0 UNFINISHED 0 FINISf-ED AVERAGe $IMIl,.AR 0 SIMILAR 0 SIMILAR HW ~-- HNNe 0 HNNe 0 T'r'PfCAL ~MJl.Aft 0 SIMILAR 0 ,MRJ.R 2CAA + CAR 0 2CAA PORCHES SIMU.AR. 0 StMIu-.Ft 0 SIMILAR 0 1 -%'OOO 1 -2 000 GAS t!Q~~ 'GPOO 0 NO 1<3 POOL 0 NO 10 POOL 7872 2852 o o o o o -300 o o o o o -1.000 +4 o -S 000 o o o o o .1000 o S860 17 6 12!5 ....ll)to1ftlt~CIIC.): I OCATe AT:AL Y 1 1 AN:3 .8 S 3e PEOPLE PER SQUARE MILE. DUE TO THE SPARSELY POPULATED AREA IT W.A!3 NECeSSARY TO EXTEND SEARCH P IN N TO ST eOMPARABLES A.VAJLABL.E AS OF THE DATI! OF A:I!POAT. $lJ8.ECT CClMPr.."~ NO. 1 (:OW'ARAII.f M>. 2 ~ NO. J NO PRlOf< NO PRIOR NO ~~ NO PRIOf< SAL..l!S WITHIN SAU!S WITHIN 8AL.E WITHIN s..t.LES WlTHtN ONE YEAR ONe YEAR ONE: 'YEAR ON!!. AtWyIl' aI ilJycunn:~of'" aptioR. <<hingGf subtec:l~m:t InIIdyWsd....prtor Slklsot ~Ifld _._~,. "'OI'II~af Ihe.daatot ......: PAIOR THe OR 'THE COMP.AA.ADLE WfTHIN 5 128 SOO __ _...~..,MloI'J>er""'''_''''''. Final ~ ~. - .. TO'Tl-l $.4L.E COMPARISON APPfItO WEIGHT. THE INcOME APPR.OACH IS NC> UTI 0 e TO lACK OF RENTALS iN THIS APPROACH IS GIVEN SECONDARY The pupose of 1hIs. w....saIle to nIImllIJ t'lo mn.d l'aIue CJf me reIIl pr'Opeftr ttIIt Is 1tM M:lifct of U'IIlS rwpon. baed 0fII .. mow condIftons .and lflii cnfic:dan. conlingent and IImIUrlG ~ ..., mabr....,. dellInlkJn ... Melibt.-d In e. aItIetWd Fr<<tdi. "*= Form 439t"FIlIMA loRn 10048 (IlwIsed 8Ia3). I (ft) II!S'IIIMTa THI! UIIIKI!T YAI.IIe. M DI!fIIMI!D. OIfTHI flII!AL ffl4. _ ,. _1'HAT1S1IfE SUe..ETOF1MI8 MI'ClRT. UOF 7'1fiiQ2 (WIIat. THE _TEfW-lIlIIaPee1IGN AlC>>TMI_ . _lId: DATI!: GFTHlaIl!PDllT)'ftI BE S 121!l.SOO ~~'- 'Jl:( L =._____Y._ y~;.1~l!!IO ~ __ ~ fIIKMIrt SIdn.d 1011.u02 - SDIIl CerlMoaIIM.. RL-G013rt1-L.. D Old D DId Nol -- SbRtPA SCalIIc... .# __""""70 Il/!I3 PAGf2 Of2 Form UA2 - "TOTAl. for WNows" ."......,.. b!;' ... mode, D::. - 1..eoo ". ..~ _ _ Form 1004 8-93 -- Pi . I;;:~vtt:z~~ '. ::O4~,?7/~>_?4/ ( ..UD~fY~~--~~67. - 7j( ./#', /' .y -7 /" / ...:g.~, -?. /"". .~.;z~L/ /h?/-~:I4'>0d2::2 ~ry~~ /00..,,-- r=.., fr /y -"< /'. ./., I' ~ .. >.- Y,,-<,,:;; "" r, , - ... /./....:J r~~.' / ~.rJ-dZ~~,Z_-C~/~~._~~;f.( .:;c~H~ '-.1::._7 ~~/~ /:..:;-<<<!. ,,/ f' ,,_'"' ../2-~..~-cf~;;,..j . P~?'~.c_ :tY..:,," /7";;~ r:;;,,,:Y ;::;;r:.~ ;-<c.' (;t!o Ako7d,-<-:, d-i.04~~/,";:''--c.'re{) /La.~'"? 4/v' ..~ c::f:n..~-6h,!..::Z,..."",,<Z:;I,.::' G::.'2.:;:.t"".U: e. ~""z: ~. .-:z, .,'C> "7 - ~ ,...' ...,..' 2/C" _ ":"/ ,? ~ ~ ~.LJL..,?_---....",...-"..-..--/ - .,_.-ooJ..._ ~--, .....--.,.:.. L/ /1,/ L/ i_a /( ',' r ".,',:..t: ,i" .-:'.) . . / r e... r -C:.-A:':..': .4-~~- ~_:~:.- ~. ~..,_d',&~J':_".' 4..-L./~~;t"~-/ / .,.--; /: _.,~--::- /' / ~,-,"""'~,- ,'- y <,-:c<;,-'}-..;j ;.:,.-c:....-.i.i;'_"'.:' ._-~: .:;,.....>.-/ -'~'-P(...:2~~:.:-:.;"' _" .~<-,:.~ /. _/ ,,1' .-.- ~<:;~//- .,: ~.). '< .-,:~',. _~1:-,>&.-'~' ~..- '", __ _" --~'.. .' - //9 - / ~ - \: "\ . C"'-_' , ....",. ;) ,,' /t::d".=:., .. -y...u_ ~~..e,d _~.::_':-,-"::t'__,, ~. . ~. ;-:--~ - I ~"' / ~'--/ " ~~/~/ .4S ''02J 4' , "7/'7":; d .:2 ' ." -' cc.' Je; /7' !. /u --1 /cc..r2 - -.....- L./? .t /...- -.. /..r- '~ I( . S~r~ 7 I I J ! This appraisal completeds't\t>-'-"\. .' 'Go-t\ 'C BY:~~~~~, ~~ S?~\~ef,. 'f. b h;Z fOO\\.\ / -/- ... il! ____ III '_~~__._"._.d ''---t--.-- ... . ";> .~.JIL~.~" ~ =-- -- , AONWEALTH OF PENNSYLVANIA iTY OF CUMBERLAND 'L J ss: Michael A. Romig 19 duly sworn according to law, deposes and says that he the Administratnr of the Estate of John Victor Romiq, Jr. . of Sou tlL MutdlatQlL~Qwnship , Cumberland County, Pa., deceased and that the !-hin is an inventory made by him -r the saidAdrninistrator ,~-,.~'.., ,he entire estate of said decedent, consisting of ail the personal prop.rty and re.a/ estate, except real estate outsidl" ';: Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represen.t it's. fair value of the date of decedent's death. is Sworn and subscribed before me, ~L (,it /';:{t,[i.{,1.- I~"')--. -l!;i{ 2002 ? ;;/ It ~ ::t, -"';J '" '. --t' ~I., l { ....., " /..,'.1 Dillsburg, / NOTARIALS~-' i MARJORIE A. OeLUCA,IQ'6\alV Rublic South Middleton Twp., CumbarlarJd.Co. Commission Expires Nov. 1, 2003 3~Whisk~~prings-Road /'c / ... ,. '," -f ~ ,',. '1''-'' .. / ,--'.. , /' ' I' / f PA 17019 AddreH Jar. ,f DuH, '__'. 16th D.y July Month 7.007. Ylt6r INSTRUCTIONS An inventory must be filed within three months after appointment of personal representative. A supplement inven+ory must be filed within thirty days. or disc::lver'f or additional assets. Additional sheets ..nay be attached as to personalty or ,-eaity See Article IV, Fiduciaries Act of 1949, . .1 Qi' 0.: ",I ;3' -.-I:' E;I "', I >- d -0 0'1 '" ~ ... w ~ <n' If) , '" ... t-), oi ~ [il' '" il >- w < .wI ~ w c.: e.. ... ...: Qil " ~ "'I ~ 0 V'l ~ 0 0 w W tJ'l1; .-ii 0 '" 0 II J: '" 'M' '1:l ~ U ~ l- e.. S! e.. I Z ... -' u. '1:l ~ "' ~ N I u. -' < 0 OJ 'M e.. H 0 0 ! w 0 < w ;1 :>:: .;. Qi :l: 0 > Z '" 0< I - NI z 0 .c <: ! 0 .w ~ V'l Z 0 . ,; '" -w "' <.) Hi z w < U 0 - e.. 'M Ul " ~ <: :> - .. -.:: of 0 ~ e:" .D .c' .c ~ E -0 -'" -wi 0' - ..! 0 t::! ~ ~ 0 t-) --' <.) u: <Xl .0:: .! lnventory of the real and personal estate of " L.. John Vi~tnr nnmi~. ,Tr deceased 1. Real Estate situated at 3029 Blacks Mountain Roa0, Waterfall, PA 2. 4,200 shares common stock of Rite Aid Corporation @ $2.23 per share. 3. 29.60 shares of Prime Cash Money Fund @ $1.00 per share 26,500. ci 9, 41 O. 6(t. -.y. 4. Certificate of Deposit @ M&T Bank 5. Checking account @ M&T Bank 6. Miscellaneous personal property 29.60 17,696.169 I 2,369.101 l' ' 11 7,896.100; Ii ' ; $~63,901.!9d " i: , 'I I, II " " i! , " iI , 1 II ., " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17125.060' REV-1162 EX(1 1-96) RECEIVED FROM: PENNSYL V ANJA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ANTHONY L DELUCA ESQUIRE 113 FRONT STREET PO BOX 358 BOILING SPRINGS, PA 17007 _nnn_ fold ESTATE INFORMATION: SSN: 162-42-3013 FILE NUMBER: 2102-0695 DECEDENT NAME: ROMIG JR JOHN VICTOR DATE OF PAYMENT: 10/16/2002 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 07/16/2002 NO. CD 001735 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $6,263.92 I I I I I I I I TOTAL AMOUNT PAID: $6,263.92 REMARKS: MICHAEL A ROMIG CIO ANTHONY L DELUCA ESQUIRE CHECK# 112 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS " CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: John Victor Romig, Jr. Date of Death: July 16, 2002 Will No. 2002-00695 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required hy Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 16, 2002 Name Address Michael A. Romig, 337 Whiskey Spring Road, Dillsburg, PA 17019 Notice has now been given to all persons entitled thereto under Rule 5.6(a)le~tft Date: ~r--; /3. ,,<"6 (~ ;P-... , / Si~~ ~ 4l~~-1-~ Name Anthony L. DeLuca, Esquire Address 113 Front st., P.O. Box 358 Boilinq Sprinqs, PA 17007 Telephone ( 7117 258-6844 Capacity: _ Personal Representative X~Counsel for personal representative /?- ?9-..s- "- BUREAU OF INDIVIDUAL INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 TAXES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-02-2002 ROMIG JR 07-16-2002 21 02-0695 CUMBERLAND 101 ANTHONY L DELUCA 113 FRONT ST PO BOX 358 BOILING SPGS ESQ PA 17007 '* IE~-1s<.1 Ell. ~fP ~ln~ll'l) JOHN v Allount Relli H:ed ) CHANGED Il) (2) (3) (4) (5) (6) (7) 126.500.00 9,440.20 .00 .00 27.961.70 .00 .00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REii=i54-j-Ex--AFP-[oFozY-Noi'"icE-oi'-YNHERiTANCE-TAx-'APPR'AisEHEN:r,--ALi-owANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ROMIG JR JOHN V FILE NO. 21 02-069S ACN 101 DATE 12-02-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule fJ 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (ScheduleIJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, lS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16J 17. Amount of line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: 15,845.73 1. S31. 82 (11) (2) (3) 1l4) 19J (10) .00 146,524.35 .00 .00 X 00 = X 045 = X 12 = X 15 = NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax paYlnent. 163,901.90 17.377~~ 146,524.35 .00 146,524.35 (9)= .00 6,593.60 .00 .00 6,593.60 TAX CIlEDITS: rAmC"' \. , AMOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 10-16-2002 CDOO1735 329.68 6,263.92 TOTAL TAX CREDIT 6,593.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAH $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Nazne of Decedent: ~-r.P Ix ~ ~} , ~ ./l~, J T/1 /o I / WinNo.: Aam~n, No.: ~00 ~ -~5~ ~s~t to R~¢ 6.12 of~¢ Supreme Co~ O~h~' Co~ Rules, I repo~ ~ . foHo~g ~ re.eot to ~mpl¢fion of~¢ a~m~nfs~afion of~¢ above-captioned estm¢: 1. S~t¢ whm~ ~~afion of~¢ estate is ¢omplet¢: Y¢~ ~ No ~ 2. ~ ~wer is No, s~t¢ when ~¢ p¢~on~ I~r¢senmfiv¢ r¢~o~ly b¢~¢v¢s 3. ~ ~¢r to No. 1 is Yes, state ~ foHo~g: m Did ~ p~onJ r~res¢nta~ve ~¢ a ~ a~o~t ~ ~ Co~? Yes _ No ~ b. ~ s~m¢ O~' Co~ No. (~y) for ~ perso~ r~r¢s¢ntafive's ~t is: 0. Did ~¢ pemo~ r~r¢smmfiw ~t¢ ~ a~t ~o~ly to ~ p~es ~ ~t=~¢? Yes ~ No' ~ 0. Copi~ ofr~¢ipm, relent, jo~d¢~ ~d ~prov~ of fo~ or ~o~ ~o~m ~y be ~ ~ ~ Clerk olde. ~h~' Co~ ~d may be a~oh¢d to ~s r~o~. Ad~ss' ::~' ' Capaci~: ~' Person~ Representative ~ Co,scl for person~ representafiw STATUS REPORT UNDER RULE 6.12 Name of Decedent: John V. Romig, Jr. Date of Death: 7/1 6/2002 Wi]] 1Wo.: 2 0 0 2- 0 0 6 9 5 Adm~n. No.: 'Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the a~ministration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes k'q No 2. If the answer is No, state when the personal representative reasonably believes that the adrainistrafion 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 b. Thc separate Orphans' Court No. (if any) for the personal representative's account is: __ c. Did the personal representative state an account info~ the parties in interest? Yes [] No [-] c. Copies of receipts, releases, joinders and approval offormal informal accounts may be filed with the Clerk of the.:Orphmsz-court and may be attached to this report. Anthony L. Der,uca, E.~quire 113 Front Street: t~.Q, Box_351~ o].±±nq ~prlnc~s. PA 17007 kddress' 717-258-6844 Telephone No. Capacity: [--I Personal Representative ~ Counsel for personal representative