HomeMy WebLinkAbout03-0190 Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Barbara C. Robinson No. al" O~,~'~1~
also known as Barbara M. Robinson
, Deceased Social Security No. 123 - 18-1663
3ames M. Robinson
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 Testamentary and aver that Petitioner(s) is/are the execut or named in the last Will of
the Decedent, dated 03/16/1982 and codicil(s) dated None
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
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:
IName Relationship Residence I
William F. Robinson Husband 508 8th Street, New Cumberland, PA
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family
or principal residence at 508 8th Street, New Cumberland, New Cumberland, PA 17070 (list street, number, and municipality)
Decedent, then 75 years of age, died 11/27/2002 at Holy Spirit Hospital, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 82,310.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 66,2..50.00
situated as follows: 508 8th Street, New Cumberland, Cumberland County, Pennsylvania
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersi~lned:
Si~ln,ature Typed or printed name and residence I
112 Valley View Drive, New Cumberland, PA 17070
Prepared by the Pennsylvania Bar Association
Copyright (c)1996 form software only CPSystems, Inc. I q~'"' ] ¢~ ',~"" 7 Form RW-1(1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law. ~,
Sworn to or affirmed and subscribed /~-~ /~"~.~
before me ,his~C~''h--'~ day of ~es M. Royinson
~ r5. ~.~ For the Re'giste~J
Estate of Barbara C. Robinson Deceased
Social Security No: 123-18-1663 Date of Death: 11/27/2002
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~] Testamentary r--] of Administration
(c.t.a.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate)
are hereby granted to James M. Robinson
in the above estate and that the instrument(s) dated 03/16/1982
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........... $
Short Certificate(s) ..... $
Renunciation ........ $ ~, (~)(_,-) Attorney: James M. Robinson
Affidavits ( ) .... $ I.D. No: 84133
Turo Law Offices
Extra Pages ( ) .... $ ~;2 · ~)(-.~ Address: 28 South Pitt Street
Codicil ........... $ Carlisle, PA 17013
JCP Fee .......... $ /~ · (~D(-~ Telephone: 717/245-9688
Inventory .......... $ ~' - 3-3 ~' 03
O,her ...........
TOTAL ......... $ D~'~'~ ~ ~-'~--~--~L'X~"~'-([~ Form RW-1(1991)
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, inc.
Register of Wills of Cumberland County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estateof Barbara C. Robinson No. ¢2~}-0~'~-' lqO
a~so known as Barbara M. Robinson
, Deceased
Roy C. Weidner, Jr. Dianne Leni~
(each) a subscribing witness to the r--] codicil(s) ~'~ will(s) presented herewith, (each) being duly qualified according to law
depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as
a witness at the request of Testator(rix) in his/her/their presence and ~ in the presence of each other ~] in the presence of the
other subscribing witness(es).
(Signature) Roy C. Weidner, Jr.
301 Market Street
Lemoyne, PA 17043
(Address)
(Signature) -- Dianne Lenig ~ ~
301 Market Strt~lf
Lemoyne, PA 17043
(Address)
Sworn to or affirmed and subscribed
before me this ~ZI~J)~--V~ day
of ~ ~- ~ ~ ~ 2L.bCx'5 _
Notary Public
My Commission Expires:
(Signature and seal of Notary or other official NOTE: To be taken by officer authorized to administer oaths.
qualified to administer oaths. Show date of Please have present the original or copy of instrument(s)
expiration of Notary's commission.) at time of notarization.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-2 (1991)
Register of Wills of Cumberland County, Pennsylvania
RENUNCIATION
Estateof Barbara C. Robinson No.
also known as Barbara M. Robinson
, Deceased
The undersigned, Spouse and son of
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respecffully request(s) that Letters be issued to
Ja~ljes M. Rob
WITNESS ~,, hand this
(Signature) William F. Robinson
508 Eighth Street
New Cumberland, PA 17070
(Address)
(Signature) /Dennis W. R3~inpon
~' 20 Forge Road~/-~
Boilin~ Sprinss, PA 17007
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this c'~'~'/"l~ day
. ~ //';~.J / ~ ' J Notarial Seal
! Robert J. Mulderig, Notary Public
~g~fx~4~-j ~:/~'~~ ~ Carlisle Bore, Cumberland County
~lotary Pub~' ' ' ~ [ My Commission Expires Nov. 13, 2004
My Commission Expires:
(Signature and sea! of Notary or ether official
qualilqed to administer oaths. Show date of NOTE: Renunciations executed outside the Office of Register of Wills
expiration of Notary's con?mission.) in some counties are required to be notarized.
Prepared by the Pennsylva.ia, Bar A~sociation
Copyright (c) 1996 form soRware only CPSystems, Inc. Form i~RW-4 (1991)
'l'his is to certi~, that the infformation here given is correctly copied from an original certificate of death dui)' filed with me as
Ix)cai Registrar. The origimd certificate will be forwarded to the State Vital Records Of'rice for permanent filing
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No. ~ Date
~3 Rev 2/~7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE ~ILE NUMBER
~- Barbara H. Robinson · female a, 123 ~ 18 -- 1663 ~ OV~ C
75 w. : i December 7, ,~ ~ , ~ .~
' ~ , 1926 inghamton. ~ .~ ~ ~m~,,..~ ~ ~ ~
.e. Cumberland I Pennsboro ~p. ~ I .~.~oa~....~ m white
... Homemaker .b. Domestic ~u ~ 2 (~'~)
~,. ,3. ,~. Married ,,. William F. Robinson
DECE~NT'~ M~LI~ A~ESS ~r ~. C~n ~ate. Z~ C~ [~CE~NT'S Pennsylvania ,~.~
508 ~ighCh S~ee~ J";~"c~
~. New Cumbe:laad, ~A [7070 ~,,,,o.) ~.~ Cumbecland ~"~ ~z~.~,~m~,,~ New Cumbecland
tL Edwagd C. Cook ~e. ~ane ~ya~
:~. William Y. ~obi~son ~ 508 ~1~hCh SLgeeL, Ne~ Cumbeclaad, ~A 17070
~ ~H~ ~ DIS~SITI~ ~ JDATE ~ ~S~TI~ ] P~E OF ~S~SITION - N~ ~ Ce~e~ Cr~at~ J L~ATION - C~,
~,~ ~-~) ~ December 2, 2002 I Rolling Green Memorial Parkl Lower Allen ~p.. PA 17011
~21,. 121b. J21e. ~21~.
~Sm.ATU.E~FU~EL~EEO. P~.~,~SUCH JLmE.S~.U~eE. ' I"~"E~'Li~ Per.he .... ~. ~ me T~
~ .- ~k~~ ,2b FS 012 849 L [22c P 0 Box 431 New Cumberland. PA 17070-0431
~lll iI~s ~ ~ly~i~ ' ]~ I~ ~101 my k~wl~, ~atb ~curred al I~ (ime. d~e a~ ~ace stal~ L~ENSE NUMAR ID~E S~NED
I
PER~ORMED?~ AN AU~PSY COMPLaiN ~E ~RE AU~SY FI~I~ ~ ~ CAU~ ~ IJ MANNER OF ~ATH~¢~ Nalm~ ~ Pe~ In~lmn ~<~ ~ (M~.D~E ~ I~URY ~, Yea~) TIME ~ INJURy I~Y ~ ~RK? 3~. ~ ~ ~
1~2~g .... s ..... )
LICENSE NUMAR V IDAT~NED ~. Day.
NAME ~O AD'ESS ~ PE ~S6~HO C~PLETED C~ OF 0~H -
On the b..ll of ,ximin.tion ,n~or Inveslioation. in my opinion, death occur,ed it the lime. date and place and due to me ciusel,) and ( eJ~l I ~l ~ ~ I I-~rC hi,
minnef ~e IIIIH .......... ' : .......................
I, BARBARA C. ROBINSON, of New Cumberland Borough, Cumber-
land County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and declare
this as and for my last will and testament, hereby revoking all
other testamentary dispostions heretofore made by me.
ARTICLE I
I direct the payment of my just debts and the expenses of my
last illness and the disposition of my remains from my estate as
soon after my death as conveniently may be done. All of the
foregoing shall be considered expenses of the administration of
my estate.
ARTICLE II
I devise and bequeath all of the rest, residue and remainder
of my estate, of whatever nature and wherever situate, together
with the proceeds of any insurance thereon, unto my husband,
WILLIAM F. ROBINSON, provided he survives me by thirty (30) days.
ARTICLE III
Should my husband, WILLIAM F. ROBINSON, predecease me or die
on or before the thirtieth (30th) day following my death, I
devise and bequeath all of the rest, residue and remainder of my
estate, of whatever nature and wherever situate, together with
the proceeds of any insurance thereon, in equal shares unto my
sons, DENNIS W. ROBINSON of New Cumberland, Pennsylvania; RICHARD
E. ROBINSON of Fort Lauderdale, Florida; JAMES M. ROBINSON of New
Cumberland, Pennsylvania; WILLIAM W. ROBINSON of Lemoyne, Pennsyl-
vania; and DAVID C. ROBINSON of New Cumberland, Pennsylvania, per
stirpes.
ARTICLE IV
I appoint COMMONWEALTH NATIONAL BANK of Harrisburg, Pennsyl-
vania, guardian of any property which passes either under this will
or otherwise to a minor and with respect to which I am authorized
to appoint a guardian and have not otherwise specifically done so,
provided that this appointment of a guardian shall not apply to
property distributable to a minor for whom I have otherwise made
special provision, and provided fUrther that this appointment of a
guardian shall not supersede the right of any fiduciary, in its
discretion, to distribute a share where possible to another for the
minor's benefit. Such guardian shall have the power to use
principal as well as income, from time to time, for the minor's
support and education, (including trade school and undergraduate
aD~ graduate college education) or to make payment for those
purposes, without further responsibility to the minor or any person
taking care of the minor.
ARTICLE V
I nominate and appoint my husband, WILLIAM F. ROBINSON, as
executor of this, my last will and testament. Should my husband,
WILLIAM F. ROBINSON, fail to survive me or be unable or unwilling
- 2 -
to act as executor, I nominate and appoint my son, DENNIS W.
ROBINSON, as executor of this, my last will and testament.
Should WILLIAM F. ROBINSON and DENNIS W. ROBINSON fail to survive
i me or be unable or unwilling to act as executor, I nominate and
~ appoint my son, JAMES M. ROBINSON, as executor of this, my last
will and testament.
ARTICLE VI
I direct that my executor, or his successor, shall not be
required to give bond for the faithful performance of their duties
in any jurisdiction in which they may be called upon to act,
insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this /~ ~day of March, 1982.
Barbara C. Robinson
Signed, sealed, published and declared by the above-named
Testatrix as and for her last will and testament in the presence
of us, who, at her request, in her sight and presence and in the
sight and presence of each other have hereunto subscribed our
names as witnesses.
- 3 -
OF
BARBARA C. ROBINSON
MYERS, MYERS, FLOWER & JOHNSON
ATTORNEYS AT LAW
LEMOYNE, PENNSYLVANIA
CARLISLE, PENNSYLVANIA
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: Barbara C. Robinson
Date of death: November 27, 2002
Will No. 2003-00190
Admin. No. 21-03-0190
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above captioned estate.
Name Address
William F. Robinson 508 8th Street, New Cumberland, PA 17070
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Respectfully Submitted
TURO LAW OFFICES
~-~- D~ j sM.~Rob~' or~,~
Date 2~'9outh. Pitt ~~ Esquire
Carlisle, PA 17013
(717) 245-9688
Capacity as Counsel for
Personal Representative
co..o.w~.o,..~v,~ INHERITANCE TAX RETURN F,.E.UM...
DEPAR'IMENT OF R~
oE..~, RESIDENT DECEDENT 21 03 00190
Fd~RRISBURG, PA 17128-0~01 COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INmAL) SOCIAL SECURITY NUMBER
Robinson, Barbara Mae 123 - 18-1663
~ DATE OF DEATH 0VIM-DD-YEAR) DATE OF B~RTH (MM-DO-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
,,° l 1/27/2002 12/07/1926 REGISTER OF WILLS
Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INmAL) SOCIAL SECURITY NUMBER
Robinson, William F. 120-20-8245
[] 1. Original Ratum [] 2. Supplemental Ratum [] 3. Remainder Re, Nm (date of death prior to 12-13-82)
X '~ ~ [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death
,,O,, ~ ~ after 12-12-82) [] 5. Federal Estate Tax Return Required
°[m'r ,., .a [] 6. Decedent Died Testate (Attach co~py [] ?. Decedertt Maintained a Living Trust (Attach 0 8. Tatal Number of Safe Deposit Boxes
of Will) copy of Trust)
~ [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date ~ death betwean [] 11.Election to tax under Sec. 9113(A)(AttachSchO)
12-31-91 and 1-14~
qAME COMPLETE MAILING ADDRESS
:IRM NAME Of applicable)
o I¢ Turo Law Offices 28 South Pitt Street
FELEPHONE NUMBER Carlisle, PA 17013
717/245-9688
'~ OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) 66'250'00~-;
2 ~. ,..
2. Stocks and Bonds (Schedule B) (2) ] 32,900.23
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 560.00
(Schedule E) ..~
6. Jointly Owned Property (Schedule F) (6) None
z
~. [] Separate Billing Requested _
.~ 7. Inter-VIVos Transfem & Miscellaneous Non-Probate Property (7) None
= (Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8) 199,710.23
a: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 12,838.71
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10) (11) 12,838.71
12. Net Value of Estate (Line 8 minus Line 11) (12) 186,87 l. 52
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to lax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 186,871.52
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14taxable st the spousal tax rate, 186,871.52 x .00 (15) 0.00
or tmnefem under Sec. 9116(a)(1.2)
z
o_ 16. Amount of Line 14 taxable st lineal rate x .045 (16)
~ 17. Amount of Line 14 taxable at sibling rate x .12 (17)
8
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) 0.00
20.1-'1
Copyright 2000 form software only The Lackner Group, Inc. Form REV-I$00 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS 508 8th Street
IC~Y New Cumberland [STATE pA ]ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page l line19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Pa~nnents
C. Discount
Total Credits (A + B + C) (2) 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
T(Xal Interest/Pena#y (D + E) (3) 0.00
4. IfLJne2isgreaterthanLinel+tine3, enter the difference. ThJs is the OVERPAYMENT. (4)
Check box on Page I Line 20 to request a refund
5. If LJne l * Line 3 is greater than LJne 2, erderthedifrem~ce. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the to~ of Line 5 + 5A. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF I/PILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. re~ain the use or income of the pro~ transferred; ..................................................................................... r-I
¢. r~ain a r~iona~ inter, t; or ..........................................................................
d. r~t~ the promise for life of ~h~ p~/ments, I:~'~ or care.* ..................................................................
2. If doath o~x:urred after D~:~mt~ 12, 1082, did ~ transfer ~'o~ ~thin o~e yesr of d~lh w~thout
ng uate o on.* .......................................................................................................................... [] []
$. Didd~o~h~o~en'intrustfo~ orpalral~u~d~athba~kae~:mnter.~ouffo/athisorherd~alh.* ............... [] []
4. Did doc.~ent o~n an IndMdua~ Ratir~'d ^c~nt, annu~, or uth~ non-prolmte propedy which
cx~nt~ins a ben~:ia~ des~jnat~en.* ........................................................................................................................ [] []
IF ?H£ ANSI~R ?O A~ O~ ?HE ,~OYg QUE$?IO~ 18 ¥£$, YOU 1111.181 CO~PL~I'E $CHfiDUI.£ O AND F#.~ W AS PARI OF ?HE i~'IURN.
S~TURE OF PERSON I~,ESPONSIBLE FOR F~ J~:'TURN ADDRESS DATE
New Cmnberland, PA 17070
SIC-:-:-:-:-:-:-:-:-~A~JRE OF PREF~A~R THAN RI~RE~,~E'NT^TIVE ADDRESS DA~E
James M Robins~ ~_ · // / f '
~ .... '/'Y/ //~/../.... · 28 South Pitt Street
For dates of July 1, 1994 and before January 1, ~085, the tax rate imposed on the net value of transfers to or for the use of the
suwiving spouse is 3% [72 P.S. §9116 (a) (1.1) (0].
For dates of death on or alter Jenuaty 1, 1995, fl~e tax rate imposed on the rn~ value of transfers to er for I]he use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does no( exempt a transfer to a suwiving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the suwiving spouse is the only benef~a~/.
For dates of dea~ on or after July 1, 2000:
The tax rate impesed on the ue~ value of transfers from a deceased child twenty-ene years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a step~arent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or fer the use of lhe decedenfs lineal benefw, iaries is 4.5%, except es noted in 72 P.S. §9116
~.2) [72 P.S. §9116 (a) (1)].
The tax rate imposed on the r~ 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,
und~ Section 9102, as an individual who has at least one parent in common wilh Ihe decedent, wl~e~er by bkx)d or adoption.
,~ SCHEDULE A
REAL ESTATE
COMMOM~r. ALTH OF PEM~SY LVA,~A
lik~r::RJ TANCE TAX RETUR~
RESJ I:~NT DECEDENT
ESTATE OF FILE NUMBER
Robinson, Barbara Mae
21 - 03 - 00190
Aatll .re.a! prope .r~y owq..ed, solely or as a ~nant in c...o, mm. on must be _reported at fa. ir market value. Fair market value is defined as the price
wmcn. p. m. perty, w.ou~a ~ excn. ang .ed. b.etw_een.a wamg ~)uyer. a.nq a..w~n..g se~er, neit~..er .be~n~ ,g compelled to .buy or sell, both having
sc~ua~eleFK, nowle(]ge o! me relevan! rac~s, l~eal property Whlcn IS jolnuy-owned with right of survlvomh,p must be disclosed on
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 508 8th Street 66,250.00
New Cumberland, Cumberland County, Pennsylvania
TOTAL (Also enter on Line 1, Recapitulation) 66,250.00
SCHEDULE B
STOCKS & BONDS
RES~DENI' DECEDENT
ESTATE OF FILE NUMBER
Robinson, Barbara Mae
21 - 03 - 00190
All property jointly.owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 [BM Common Stock 87.7 5,963.60
2 Exxon Mobil Common Stock 34.96 55,376.64
3 PPL Common Stock 33.54 10,934.04
4 J.P. Morgan Chase Common Stock 25.19 6,876.87
5 Travellers Property Casualty Corp. Class A Stock 14.87 847.59
6 Travellers Property Casualty Corp. Class B Stock 14.971 1,751.49
7 Citigroup Common Stock 38.75 51,150.00
TOTAL (Also enter on line 2, Recapitulation) 132,900.23
I
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
~o.~o~.oF.~.~.v~.^ PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Robinson, Barbara Mae
21 - 03 - 00190
Inclu.de the. proceeds of '..li~galion and the date theproceeds were received by the estate. All property jointly-owned with the right of
survworsmp must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 1990 Chevrolet Lumina Sedan 560.00
TOTAL (Also enter on Line 5, Recapitulation) 560.00
COMM OMfl,~ALTH OF PEM~SYLV.N~A
RESIDENT DECEDENT
ESTATE OF Robinson, Barbara Mae FILE NUMBER
[ 21 - 03 - 00190
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1 Parthemore Funeral Home & Cremation Services, Inc. 8,749.60
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
C~mant William F. Robinson
Street Address 508 8th Street
City New Cumberland State PA Zip 17070
Relationship of Claimant to Decedent Spouse
4. Probate Fees Register of Wills 316.00
Cumberland Law Journal 75.00
The Sentinel 102.11
5. Accountant's Fees
6. Tax Ratum Preparer's Fees
7. Other Administrative Costs
1 PennDOT - Transfer car title 6.00
2 UPS - Courier Fees for stock transfer 90.00
TOTAL (Also enter on line 9, Recapitulation) 12,838.71
REV-1513 EX+ (94)0)
SCHEDULE J
co. Mo.w~,~, oF PE..S~V^N~ BENEFICIARIES ,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Robinson, Barbara Mac J :2 ! - 03 - 00190
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
~. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 William F. Robinson Spouse 100 percent 186,87].52
508 8th Street
New Cumberland, PA !7070
IEnter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
~o NON-TAXABLE DISTRIBUTIONS: '
iA SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
I B~ING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
I, BARBARA C. ROBINSON, of New Cumberland Borough, Cumber-
land County, Pennsylvania, being of sound and disposing mind,
memory and understanding, do hereby make, publish and declare
this as and for my last will and testament, hereby revoking all
other testamentary dispostions heretofore made by me.
ARTICLE I
I direct the payment of my just debts and the expenses of my
last illness and the disposition of my remains from my estate as
soon after my death as conveniently may be done. All of the
foregoing shall be considered expenses of the administration of
my estate.
ARTICLE I I
I devise and bequeath all of the rest, residue and remainder
of my estate, of whatever nature and wherever situate, together
with the proceeds of any insurance thereon, unto my husband,
WILLIAM F. ROBINSON, provided he survives me by thirty (30) days.
ARTICLE III
Should my husband, WILLIAM F. ROBINSON, predecease me or die
on or before the thirtieth (30th) day following my death, I
devise and bequeath all of the rest, residue and remainder of my
estate, of whatever nature and wherever situate, together with
the proceeds of any insurance thereon, in equal shares unto my
sons, DENNIS W. ROBINSON of New Cumberland, Pennsylvania; RICHARD
E. ROBINSON of Fort Lauderdale, Florida; JAMES M. ROBINSON of New
Cumberland, Pennsylvania; WILLIAM W. ROBINSON of Lemoyne, Pennsyl-
vania; and DAVID C. ROBINSON of New Cumberland, Pennsylvania, per
stirpes.
ARTICLE IV
I appoint COMMONWEALTH NATIONAL BANK of Harrisburg, Pennsyl-
vania, guardian of any property which passes either udder this will
or otherwise to a minor and with respect to which I am authorized
to appoint a guardian and have not otherwiSe specifically done so,
provided that this appointment of a guardian shall not apply to
property distributable to a minor for whom I have otherwise made
special provision, and provided fUrther that this appointment of a
guardian shall not supersede the right of any fiduciary, in its
discretion, to distribute a share where possible to anOther for the
minor's benefit. Such guardian shall have the power to use
principal as well as income, from time to time, for the minor's
support and education, (including trade school and undergraduate
and graduate college eduCation) °r to make paYment for 'those
purposes, without further responsibility to the minor or any person
taking care of the minor.
ARTICLE V
I nominate and appoint my husband, WILLIAM F. ROBINSON, as
executor of this, my last will and testament. Should my husband,
WILLIAM F. ROBINSON, fail to survive me or be unable or unwilling
- 2 -
to act as executor, I nominate and appoint my son, DENNIS W.
ROBINSON, as executor of this, my last will and testament.
Should WILLIAM F. ROBINSON and DENNIS W. ROBINSON fail to survive
me or be unable or unwilling to act as executor, I nominate and
appoint my son, JAMES M. ROBINSON, as executor of this, my last
will' and testament.
ARTICLE VI
I direct that my executor, or his successor, shall not be
required to give bond for the faithful performance of their duties
in any jurisdiction in which they may be called upon to act,
insofar as I am able by law to do so.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this /~ ~day of March, 1982.
Barbara C. Robinson
Signed, sealed, published and declared by the above-named
Testatrix as and for her last will and testament in the presence
of us, who, at her request, in her sight and presence and in the
sight and presence of each other have hereunto subscribed our
names as witnesses.
- 3 -
COMNONNEALTH OF PENNSYLVANZA
BUREAU OF ZNDZVZDUAL TAXES DEPARTNENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 180601
HARRISBURG, PA 17118-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RE¥-lS~7 EX &FP
DATE 10-21-2005
ESTATE OF ROBINSON BARBARA C
DATE OF DEATH 11-27-2001
FILE NUMBER 21 05-0190
JAMES H ROBINSON 'i~ !....'i ~/ * ,5 COUNTY CUMBERLAND
.... ACM 101
TURO LAN OFFICES
I Amount Remitted
28 S PITT ST
CARLZSLE PA 17d15
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS
' ' ' ' .................
DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROBINSON BARBARA C FILE NO. 21 03-0190 ACN 101 DATE 10-21-2003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 66~250.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 13zzgoo.z3 credit to your account,
$. Closely Held S~ock/Par~narship Znterest (Schedule C) ($) .00 submit the upper port/on
q. Mortgages/Notes Receivable (Schedule D) (q) .00 of ~his fore w/th your
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($) 560.00 ~ax payment.
6. Jolntly Owned Property (Schedule F) (6) . O0
7. Transfers (Schedule G) (7) .00
8. To,al Asse~s (8) 199,710.23
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,838.71
9. Funeral Expenses/Adm. Costs/M/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10)
11. Total Deductions (11) 12.8~8.71
12. Net Value of Tax Return (12) 186,871.52
15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
1~. Nat Value of Estate Subject to Tax (1~) 186,871.52
NOTE: Zf an assess, ant .as issued previously, 1/nas 1~, 15 and/or 16, 17, 18 and 19 ~ill
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L/ne lq at Spousal rata (15) 186,871.52 x O0 = .00
16. Amount of L/ne lq taxable at Lineal/Class A rata (16) .00 X Oq5 = .00
17. Amoun~ of Line lq at Sibling rate (17) .00 X 12 = .00
18. Amoun~ of L/ne lq ~axabla at Collateral/Class B rata (18) .00 X 15 = .00
19. Princ/pal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPI DISCOUNT
AHOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUEI .00
~NTEREST AND PEN. .00
TOTAL DUE . O0
IF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE TS LESS THAN $1, NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION: Estates of decadents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estmta for
life or for years, the Coeeoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HillS, AGENT
REFUND (CR): A refund of a tax credit, which ams not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of #ills, any of the 25 Revenue District Offices, or by calling the special Z4-hour
answering service for fores ordering: 1-800-562-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-50Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17IlS-lOll, OR
--election to have the matter determined at audit of the account of the persona[ representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Rsviea Unit, Dept. ID0601, Harrisburg, PA 17lZ8-0601
Phone (717) 787-650S. Ssa page S of the book[et "Instructions for Inharitmnce Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid aithin three (5) calendar months after the decadent's death, a five percent (5Z) discount of
the tax paid is allowed.
PENALTY: The lSg tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January lA, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the saaa manner and in the the saea tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) sonths and one (1) day free the date of
death, to the date of payment. Taxes which became delinquent before January I, lgDZ bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January l, 2982 will bear interest at a rate ahich will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicabIe interest rates for 198Z through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Eats Factor Year Rate Factor Year Rate Factor
[gBZ lOX .000548 1987 9Z .OOOg47 1999 7Z .O0019Z
1963 16X .000458 1988-1991 llX .00030! 2000 8Z .0002X9
1984 llZ .O0030X X99Z 9Z .000247 ZOOX 9Z .OOOZ47
1985 15Z .000356 1995-1994 7Z .OOO19Z ZOOZ 6Z .000164
1986 IOZ .000274 1995-1998 9Z .000Z47 2005 5Z .000157
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
FAMILY SETTLEMENT AND FINAL RELEASE
ESTATE OF BARBARA C. ROBINSON
KNOW ALL MEN BY THESE PRESENTS, that Barbara C. Robinson, late of the
Borough of New Cumberland, Cumberland County, Pennsylvania, deceased, died
testate on November 27, 2002, having first made her Last Will and Testament, which
was duly executed on March 16, 1982 and probated in the Office of the Register of Wills
of Cumberland County, on March 3, 2003.
WHEREAS, the said Barbara C. Robinson, by the aforesaid Last Will and
Testament, named James M. Robinson 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 Wills 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 $199,710.23 as set forth in Exhibit "A", which is a copy of the Pennsylvania
Inheritance Tax Return 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 have now been paid, leave a balance for distribution of
$186,871.52, 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, William F. Robinson being the sole heir under the Last Will
and Testament of the said decedent, and being that person entitled to inherit under said
Last Will and Testament, does hereby acknowledge that he has 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 him by the said Last Will and Testament, the amounts due us under said
Last Will and Testament, which amounts he has received this day or prior to this day;
and, he hereby stipulates that in order to avoid the expense and time involved in the
filing of a formal account and schedule of distribution, he agrees that no account is
necessary and he does hereby agree that he does 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, William F. Robinson does hereby remise, release, quitclaim and
forever discharge the said personal representative, James M. Robinson, his heirs,
executors, administrators and assigned, 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 he does further hereby covenant and agree
that should any liability come due to the estate of the said decedent after the signing of
this Agreement, he does hereby covenant and agree with aforesaid personal
representative, that he will contribute pro-rata his 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.
IN WITNESS WHEREOF, he has hereunto set his hand and seal the day and
year noted below.
Date
CONHONNEALTH OF PENNSYLVANZA
BUREAU OF INDIV/DUAL TAXES DEPARTNENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA Z71ZB-0601 NOT/CE OF ZNHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-lSd? EX AFP CDI-OS)
DATE lO-Z1-ZO05
ESTATE OF ROBINSON BARBARA C
DATE OF DEATH 11-27-2002
FZLE NUNBER 21 05-0190
COUNTY CUNBERLAND
JANES N ROBINSON ACN 101
TURO LAW OFFICES
28 S PITT ST Amoun~ RealiZed
I
CARLISLE PA 17015
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGZSTER OF N[LLS
CUNBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR D~SALLONANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF ROBINSON BARBARA CFZLE NO. 21 03-0190 ACN 101 DATE 10-21-2005
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZN¥~kEST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e {Schedule A) (1) 661Z50.00 NOTE: To insure proper
2. S~ocks and Bonds (Schedule B) (2} 15Z~900.25 credi~ ~o your account,
$. Closely Held S~ock/Par~nershlp /n~eras~ (Schedule C) ($) .00 subm/~ ~hs upper portion
~. Nor~gages/No~es Receivable (Schedule D) (~) .00 of ~his form ~i~h your
5. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) (5) 560.00 ~ax payeen~.
6. Jointly O~ned Proper~y (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. To,al Asse~s (8) 199,710.25
APPROVED DEDUCTZONS AND EXENPTZONS: 12,858.71
9. Funeral Expenses/Ada. Costs/Hist. Expenses (Schedule H) (9)
10. Debts/Not,gage Liabilities/Liens (Schedule /) (10) .00
11. To,al Deductions (11)
12. Na~ Value of Tax Re~urn (12) 186,871.52
15. Char[~able/$overnmen~al Bequests; Non-elected 9/15 Trusts (Schedule J) {15) .00
lq. Ne~ Value of Es~a~e Sub~ec~ ~o Tax (1~) 186,871.52
NOTE: [f an assessnent ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX:
15. Amoun~ of Line 1~ a~ Spouse1 ra~a (15) 186,871.52 X O0 = .00
16. Amoun~ of Line lq ~axabla a~ Lineal/Class A ra~e (16) .00 X Oq5 = .00
17. Amoun~ of Line 1~ e~ Sibllng ra~a (17) .00 X 1Z = .00
18. Amoun~ of Line lq ~axable a~ Collateral/Class B ra~e (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDZTS:
PAYHENT ; RECEZPT DISCOUNT
ANOUNT PA/D
DATE NUHBER ZNTEREST/PEN PA/D (-)
TOTAL TAX CRED'rT I .00
I BALANCE OF TAX DUE .00
ZNTEREST AND PEN.I .00
TOTAL DUE . O§
/F PAZD AFTER DATE /ND/CATED, SEE REVERSE ( /F TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED.
FOR CALCULATZON OF ADDZTIONAL ZHTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE S/DE OF TH/S FORN FOR ZNSTRUCTZONS.)
co..o~o~,.o,~v~.~ INHERITANCE TAX RETURN FI'£.UMBER
DEPARTMED'~r OF REVENUE
o~.. ~o, RESIDENT DECEDENT 21 03 00190
HARRISBURG, PA 17128-0601 COUNT~ CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INmAL) SOCIAL SECURITY NUMBER
Robinson, Barbara Mae 123-18-1663
DATE OF DEATH (MM-DE)YEAR) [ DATE OF BIRTH (MM-DD YEAR)
THIS RETURN Mus'r BE FIL~eD IN DUPUCATFWITH I'HE
11/27/2002 12/07/1926
REGISTER OF WILLS
0F APV,C^BLE~ SURWV~ S~OUSeS NAME ( ~ST, mST AND M~DOLE ~NmAL) SOC~L SECuRrrv NUMBER
Robinson, William F. 120-20-8245
[] 1. Original R~tum [] 2. Supplam~ntal Ratum [] ;3. Ramaindar R~tum (date of death priorto 12-~3-82}
[] 4. Limited Estata [] 4a. Future Interest Compromise (clam of claath
after 12-12-82) [] $' Fedoral Eslat~ Tax Roturn Required
[] 6. Decedent Died T~stalo (Attach copy [] '/. DecedentMaintainedaUvingTmat(^ttach 0 8. TotaINumberofSafaDepositBoxes
of Wil0 copy of Trust} --
[] 9. Utigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A)(AttachSchO)
12-31-91 and 1-1-95}
THIS SECTI°N MUS'r B~= coMPLETED; ALL. cORREs~NDENcE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
qAME COMPLETE MAILING ADDRESS
James M Robinson
=IRM NAME Of applicable)
Turo Law Offices 28 South Pitt Street
[ Carlisle, PA 17013
FELEPHONE NUMBER
717/245-9688
1. Real Estate (Schedule A) (1) 66,250 00 ' ~ OFFICIAL USE QNLY
2. $tock~ and Bonds (Schedule B) (2) 132,900.231~
:5. Closely Held Corporation, Partnership or Sole-Proprietorship (:5) None
4. Mortfages 8, Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 560.00
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None · ·
[] Separate Billing Requested
7. Inter-Vivos Transfem & Miscellaneous Non-Probate Property (7) None
(Schedule G or L)
8. Total Gross Assets (total Unes 1-7)
(8) 199,710.23
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 12,838.71
I 0. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Unes g & 1 O) (11 ) ] 2,8 3 8.7 ]
12. Net Value of Estate (Line 8 minus Line 11 ) (12) 186,871.52
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) ] 86,87 l. 52
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, 186,871.52 x .00 (15) 0.00
or transfers under Sec. 9116(a)(1.2)
z
_o 16. Amount of Line 14 taxable at lineal rate x .045 (16)
== 17. Amount of Line 14taxableat sibiing rate x .12 (17)
~ 18. Amount of Line 14 taxable at collateral rote x .15 (18)
19. Tax Due (19) 0.00
20. []
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1600 EX (Rev. 6.00)
Decedent's Complete Address:
ISTREET ADDRESS 508 gth Street
CITY New Cumberland STATE PA ZIP 17070
Tax Payments and Credits:
1. Tax Due (Page I Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.0 0
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total InterestJPenalty (D + E) (3) 0.00
4. If Line 2 is greater than l_ine l + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page I Line 20 to request a refund
5. If Line l + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.0 0
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. m{ain 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 proper[ywhich
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is line, con,ect and complete.
Declaration of ~rej:)arer other than the personal representative is based on all information of which preparer has any knowledge.
s~TuP~ OF PERSON ~SPONS,~, ~ FOR ~O RE~U~ ADDRESS
James M. Robinson " 112 Valley View Road
SIGNATU O 17 ~OR FLUNG I~RN ADDRESS DATE
RE F PERS RESPONSIBLE
SIGNA'nJRE OF PREPARE~ OTHER 1TIAN REPRE}~ENT~,~-IVE ~. ADDRESS DATE
JamesMRobinso]a/ ~ ~ I] /!
/A ..... /7'/ J_~,~-,~. . 28 South Pitt Street ~/~/,~
............ f i :, ...........
For dates of dea~ an or after July ~, lgg4 ~nd before Janu~n! 1, lggS, ~he ~ r~e impo~:l on ~he net wlue of lmnsfers ~o or for ~he use of ~he
surviving spous~ is 3% ~72 P.S. §g115 (a) (1.~) (~].
For dates of de~h an or after January 1, lggS, the lax rate imposed on lhe n~ ~u~ of ~ransfers to or for the use of ~he sur~ving spouse is 0%
~2 P.S. §gl '1~ (~) [1.~] 001. The st~u~e does not e.x~mp! a transfer ~o a sunning spouse from ~ and the stat.u~ory requirements for disclosure
of ~ss~s ~nd filing ~ ~ax re~um ~re still applicable even if ~he surviving spouse is the only beneficiary.
For dates of desth on or after July 1, 2000:
The ~ax rate imposed on ~he n~ value of t~ansfers from a decessed child h~nty-one yesrs of ag~ or younger at d~h ~o or for ~he use of ~ n~ural
parent, en adopfiYe preenS, or ~ stepp~mnt of ~h~ child is 0% ~72 P.S. §gl '1~ (a} ['1.2)~.
The ~ rate imposed on ~he net wlue of ~mnsfers ~o or for ~he use of the decedent's line~ beneficiari~ is 4.5%, except
The tax r~e imposed on the n~ wlue of ~nsf~rs ~o or for the use of ~he deced~nt's siblings is 12% ~2 P.S. §gl "1~ (a} ~'1.3}~. A sibling is d~ined,
under Senfion g~02, as an individual who has ~ lees~ one p~rent in common with the decedenL whether by blood or ~opfion.
SCHEDULE A
REAL ESTATE
COMMON0~r. AL~'I OF PE.I~tlSY LVAEIA
ESTATE OF FILE NUMBER
Robinson, Barbara Mae 21 - 03 - 00190
All .rea! property owned solel~ or as a tenant in comm. on must. be reported at fair m.arket value. Fair market value is defined as the price
at wnicn property would be excnanged between a willing buyer ana a willing seller, neither oeing compelled to buy or sell, both having
rea. son. a.ble_knowledge of the relevant facts. Real property which is jointly-owned with Hght ofsurvivorship must be disclosed on
scneaule r.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 508 8th Street 66,250.00
New Cumberland, Cumberland County, Pennsylvania
TOTAL (Also enter on Line 1, Recapitulation) 66,250.00
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PE~I~SYLVAFIA
ESTATE OF Robinson, Barbara Mae FILE NUMBER
21 - 03 - 00190
All property jointly-owned with right of su~ivomhip must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 IBM Common Stock 87.7 5,963.60
2 Exxon Mobil Common Stock 34.96 55,376.64
3 PPL Common Stock 33.54 10,934.04
4 J.P. Morgan Chase Common Stock 25.19 6,876.87
5 Travellers Property Casualty Corp. Class A Stock 14.87 847.59
6 Travellers Property Casualty Corp. Class B Stock 14.97 1,751.49
7 Citigroup Common Stock 38.75 51,150.00
TOTAL (Also enter on line 2, Recapitulation) 132,900.23
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
oo..o.~.~ o~..,~y.v~,^ PERSONAL PROPERTY
ESTATE OF Robinson, Barbara Mae FILE NUMBER
21 - 03 - 00190
Include the proceeds of liti§ation and the date theproceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on scheduleF. ·
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 1990 Chevrolet Lumina Sedan 560.00
TOTAL (Also enter on Line 5, Recapitulation) 560.00
ESTATE OF FILE NUMBER
Robinson, Barbara Mae
21 - 03 - 0019O
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL 'EXPENSES:
1 Parthemore Funeral Home & Cremation Services, Inc. 8,749.60
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00
Claimant William F. Robinson
Street Address 508 gth Street
City New Cumberland State PA Zip 17070
Relationship of Glaiment to Decedent Spouse
4. Probate Fees Register of Wills 316.00
Cumberland Law Journal 75.00
The Sentinel 102.11
5. Accountant's Fees
6. Tax Return Prepamr's Fees
7. Other Administrative Costs
1 PennDOT - Transfer car title 6.00
2 UPS - Courier Fees for stock transfer 90.00
TOTAL (Also enter on line 9, Recapitulation) 12,838.71
REV-1513 EX+ (900)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BEN EFICIARIES
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Robinson, Barbara Mae 21 - 03 - 00190
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
~'. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 William F. Robinson 'Spouse 100 percent 1116,871.52
508 8th Street
New Cumberland, PA 17070
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
I~. i NON-TAXABLE DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 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
EXHIBIT "B"
GROSS ESTATE $199,710.23
LIABILITIES
A. Parthemore Funeral Home $ 8,749.60
B. Family Exemption 3,500.00
C. Register of Wills 316.00
D. The Sentinel 102.11
E. Cumberland Law Journal 75.00
F, PennDOT - Transfer Car Title 6.00
G. UPS - Overnight Courier Fees 90.00
AMOUNT REMAINING TO BE DISTRIBUTED $186,871.52
100% DISTRIBUTION TO WILLIAM F. ROBINSON $186,871.52
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
ROBINSON JAMES M
28 SOUTH PITT STREET
CARLISLE, PA 17013
RE: Estate of ROBINSON BARBARA C
File Number: 2003-00190
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: 11/27/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerqly,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
6AR-8l::JeA C. Q 0.8, 1'.1 ~
II-d/-D~
~ \ . 0:5 . 00 111 D
Admin. No.:
Date of Death:
Will No.:
Pursuant to Rule 6.12 of the Supreme Court Orphal'1s' Comi Rules, I repOli the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No 0
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 ~resentative file a final account with the Court?
Yes _ No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal~resentative state an account informally to the parties
in interest? Y es ~ No 0
~',:,
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts maybe filed with the Clerk of the Orphans' Court
3_1_0s-afldmaYbe attached to ~~ r ~
-=r ~~ fY'\ . ~I ,.jSo..,)
Name
d.8 SOU~ ~\TI ~~(~..eT
tA/C.L.\, bL-e PA , , 0 /3
I
Address
Date:
( , n) a ,-\S - q lPcf'f
Telephone No.
Capacity: M Personal Representative
'D Counsel for personal representative
;