HomeMy WebLinkAbout04-0828 PETITION FOR PROBATE and GRANT OF LETTERS
c_.
also known as To:
Register of Wills for the
County of ¢~---~-[,~~ %
Commonwealth of Pennsylvania
Deceased.
Social Security No. i ~, ~ -- o ~-- ~ z. ~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut~
in the last will of the above decedent, dated
and codicil(s) dated ,~ ~ f~, ~ z_ ~ , t'~ 9 o
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C ~. -~-~e~- t,~.,~ County, Pennsylvania, with
h,~ last family or principal residence at "~z. ~.e~.~,4 c,~t~
(list street, number and muncipality)
Decendent, then ~ o years of age, died o ?- z. ~t- z c c> ,! , 19
Except as followd, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(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:
WHEREFORE, petitioner(s) respectfully reque, st(s) the probate of the?qast will and co~c~s)
presented herewith and the grant of letters 4- e s -t4 n, ~ ~, 4-,,~. : c~ :...
( es amentary; administration c.t;a,; administrauon d.b.mc;La.)
theron. ~
OATH OF-PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA q
COUNTY OFf 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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
befor..e m~ thi~ r../O -tr~ day ~f
l
Register
No. ~~~
Estate Of /(.~LdP.. ~..~7~t~Vx~-./(h~' .., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW /(~rf/~/~.~ / ~//~ 'l'9~d~/, in consideration of the petition on
the reverse side hereof, s~sfacto~ proof having been presented before m~,~
IT IS DEC~ED that the instrument(s) dated ~-I~ - /~ a'~'~ ~ tCtL ~~~1
described therein hetadmitted to p~bate and filed of recRrd as the last will of
~dLetters - ~~~~ '-
are hereby granted to ~_ ~- ~~ )
/99o
FEES
Probate, Letters, Etc ..........
Short Certificates(.5) ..........
TOTAL
...................
Register of Wills
ATTORNEY (St~. Ct. I.D. No.)
ADDRESS
' ~ PH~E
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent.,filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
OATH OF NON-SUBSCRIBING WITNESS
Estate of J-~ ~,q~-~
Also known as
No.
., Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of ~e~.a.c_~- C T4_~c[~o~ Jo,testate, r,- of
(one of the subscribing wimesses to) the codicil/will presented herewith and that ~ believes
the signature on the codicil/will is in the handwriting of ~~ C_~ ~o~3 ,3",,-,
to the best of re, 1 "knowledge and belief.
Sworn to or af"ffi)r~d and subscribed
Before me this /~4~h day of
(Name)
(Address)
(Address)
I, HORACE C. RODGERS, JR., of Camp Hill, Pennsylvania,
declare this to be the first Codicil to my Last Will and
Testament executed by me on July 1.4~. 1975, in the
presence of Gerald Morrison, John M~eck~ and~nry
Rhoads. ' ~
I
I hereby amend Item VIII by deleting this Item in its
entirety and replacing it with the following language:
I hereby nominate, constitute and appoint my wife,
BARBARA S. RODGERS, to be my Executor. If my wife
for any reason fails to qualify or ceases to act
as Executor, I appoint my son, PAUL E. RODGERS,
Executor in her place. My Executor is
specifically relieved from the duty or obligation
of filing any bond or other security.
Confirmation
In all other
provisions of
1975.
respects I ratify and confirm all the
my Last Will and Testament dated July 14,
Executed this ~ da, of
HORACE C. RODGERS, JR.
In our presence the above-named testator signed this and
declared it to be the first codicil to his will, and now
at his request, in his presence, and in the presence of
each other, we sign as witnesses:
2
j
CO~ONWEALTH OF PENNSYLVANIA :
COUNTY OF :
SS.
I, HORACE C. RODGERS, JR., havin~ been duly
qualified according to law, acknowledge that I signed
the foregoing instrument as a codicil to my will, and
that I signed it as my free and voluntary act for the
purposes therein expressed.
We, having been duly qualified according to law,
depose and say that we were present and saw HORACE C.
RODGERS, JR., sign the foregoing instrument as the
first codicil to his will; that he signed it as his free
and voluntary act for the purposes therein expressed;
that each of us in his sight and hearing and at his
request signed the codicil as witnesses; and that to the
best of our knowledge he was at that time 18 or more
years of age, of sound mind and under no oonstraint or
undue influence·
Wit-ness
'Witness
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named testator and by the
witnesses whose names appear opposite,
on ~6/f~'h ~{!~ , 1990·
LAST WILL AND TESTAMENT
OF
HORACE C. RODGERS, JR.
I, HORACE C. RODGERS, JR.,
Camp Hill, Cumberland County, Pennsylvania,
448 Poplar Churcl%-~oad,:A i
,:~,
being of sound and'~isposing
mind and memory, do make, publish and declare this my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes becom-
ing due by reason of my death, whether such taxes may be payable by my
Estate or by any recipient of any property, shall be paid by my Executor out
of the property passing under this Will, which is not specifically devised or
bequeathed, as an expense and cost of administration of my Estate. My
Executor shall have no duty or obligation to obtain reimbursement for any
such tax paid by my Executor even though on proceeds of insurance or other
property not passing under this Will.
ITEM II: I hereby exercise all powers of appointment which
I may have at the time of my death in favor of my Executor, and all property
subject to all such powers of appointment shall be included in my Estate.
ITEM III: I give and bequeath all of my household furniture
and furnishings, automobiles, books, pictures, jewelry, china, linen, silver-
ware, wearing apparel and all other like articles of household or personal use
and adornment to my wife, BARBARA S. RODGERS. In the event that my wife
shall predecease me, I give and bequeath the same to my children, PAUL E.
RODGERS, STEPHEN J. RODGERS and NANCY R. PETERS, in equal shares
l~age 1 of 4 pages
to be divided among them as they shall agree, under the supervision of my
Executor.
ITEM IV: I give, devise and bequeath all of the rest, residue
and remainder of my property, real, personal and mixed, to my wife,
B_A_RBARA S. RODGERS. In the event that my wife shall predecease me,
I give, devise and bequeath the same to my children, PAUL E. RODGERS,
STEPHEN J. RODGERS and NANCY R. PETERS, in equal shares. In the
event any of my children should also predecease me, any assets passing under
this Item IV shall be distributed per stirpes to any children of my deceased
child. In the event there are no such grandchildren, the assets passing under
this Item IV shall be divided equally between my surviving children.
ITEM V: In the settlement of my Estate, my Executor shall
possess, among others, the following powers:
(a) To sell either at public or private sale and upon such
terms and conditions as my Executor may deem advantageous to
my Estate, any or all real or personal estate or interest therein,
whether owned by me severally or in conjunction with other per-
sons or acquired after my death by my Executor, and to consum-
mate said sale or sales by sufficient deeds or other instruments
to the purchaser or purchasers, conveying a fee simple title, free
and clear of all trust and without obligation or liability of the pur-
chaser or purchasers to see to the application of the purchase
money or to make inquiry into the validity of said sale or sales;
also, to make, execute, acknowledge and deliver any and all deeds,
Page Z of 4 pages
assignments, options or other writings which may be necessary or
desirable in carrying out any of the powers conferred upon my
Executor in this paragraph or elsewhere in my Will,
(b) To pay all costs, taxes, expenses and charges in con-
nection with the administration of my Estate. My Executor shall
pay expenses of my last illness and funeral expenses.
(c) To distribute my Estate in kind or in money. If any
assets are distributed in kind, they shall be distributed at their
respective value(s) on the date(s) of their distribution.
(d) To do all other acts in the judgment of my Executor
necessary or desirable for the proper and advantageous manage-
ment, investment and distribution of my Estate.
ITEM VI: Any person who shall have died at the same time as
Testator or in a common disaster with him, or under such circumstances that it
is difficult or impossible to determine who died first, shall be deemed to have
predeceased him.
ITEM VII: If at any time any minor ch[id shall be entitled to
receive any assets hereunder, DAUPHIN DEPOSIT TRUST COMPANY,
Harrisburg, Pennsylvania, shall act as Guardian of the assets payable to such
child. Said Guardian may receive and administer all assets authorized by law
and shall have full authority to use such assets, both principal and income,' in
any manner said Guardian shall deem advisable for the best interests of such
child, including college, university, post-graduate or other education, without
securing court order. Said Guardian shall have all the rights and privileges as
Page 3 of 4 pages
to the Guardianship(s) and the assets thereof as are herein granted to my
Executor as to my Estate and the assets therein.
ITEM VIII: I hereby nominate, constitute and appoint DAUPHIN
DEPOSIT TRUST COMPANY, Harrisburg, Pennsylvania, and my wife, BARBARA
S. RODGERS, or the survivor, to be my Executors, herein referred to as
"Executor." My Executor and Guardian specifically are relieved from the
duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
to this my Last Will and Testament, consisting of this and the preceding
three (3)pages. this day of ,
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was
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 and in
his presence and in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the time of the exe-
cution thereof, the said Testator was of sound and disposing mind and memory.
Page 4 of 4 pages
~egi~ter o£ ~il!~ n~ ~umher/ant~ ~untp
OATH OF NON-SUBSCRIBING WITNESS
Estateof [[0&,q-ee- C, '1~o~¢~, 3'~--~' ~' No.
Also known as
.,Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
-t- familiar with the signature of/4~ ro~e_ C /-~ ~ -/~ ~ s~ ~ ~ testato ~ of
(one of the subscribing wimesses to) the codicil/will presented herewith and that ~ believes
the signature on the codicil/will is in the handwriting of ~[oa_.xe~ 6~ dv-.,o~ ¢,q t~
to the best of t~ .. knowledge and belief.
Sworn to or affirmed anal subscribed
.~B. ef~e me th. is /'t~ ~ day 9
,20o_o_q__
the Register -'
(Address)
Nam60fD~c~dent:~ Rodgers, Horace C. , Jr.
Dat~ofDeath:__July 293- 2004
Will No. 21 -04-0828
Admin. No.
To the Register:
I c. mity that no6c~ of (]~nelldal Inter~st) ' t'o '
served on or mailex] t,, '~o t ..... · .. ~~m reqm~d by Rule 5,6fa; ,.,t...~ ,-., ,_ , ~
...... ,vwmg oen¢.clancs of the above-captioned estate on .~.-,~"ansi _'/ourt Rules '.vas
..... r
Address
Ste hen ~ s .k~?ia Pti a c r P 15317
Nanc R Pet r 1
.____ Paul E. Rodgers 444 South Seventh St.,
Chambersburg, PA 17201
Nog~e has now been givcn ~o all P~rsons entitl~t thereto under Rule $.6(a) except N / A
Date: October 20, 2004
Name.... R. Maur~een M~y_ers, Atty-at-~Law
Add~s 775 East Maiden Street, First
Washington, PA 15301-3753
(724)
~{ephone( ) 2.~22-9095
Capacity: --.---. Personal Representat~vc
XX Counsel for personal representative
F1
October 26, 2004
Register of Wills
1 Courthouse Square
Carlisle, PA 17013
Greetings:
Enclosed is a check for $9,000.00, prepayment on inheritance tax for the Estate of Horace
C. Rodgers, Jr. who died July 29, 2004.
Sinc~ely,
gers, ~xecutor
444 South Seventh Street
Chambersburg, PA 17201
(717)-264-6033
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128~0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(11-96)
NO. CD 004565
RODGERS PAUL E
444 SOUTH SEVENTH STREET
CHAMBERSBURG, PA 17201
fold
ESTATE INFORMATION: SSN: 183-05~9208
FILE NUMBER: 2104-0828
DECEDENT NAME: RODGERS HORACE C JR.
DATE OF PAYMENT: 11/01/2004
POSTMARK DATE: 10/29/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 07/29/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9,000.00
REMARKS:
TOTAL AMOUNT PAID:
$9,000.00
SEAL
CHECK# 12
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
R. Maureen Myers
Attorney at Law
775 East Maiden Street, First Floor
Washington, Pa 15301-3753
(724) 222-9095
December 21, 2004
Register of Wills
One Courthouse Square
Carlisle, PA 17013
In Re: Estate of Horace C. Rodgers, Jr., deceased
No. 21-04-00828
Enclosed please find the original and one copy of the Inheritance Tax Return and
an original of the Inventory for the above named estate. Per your instructions I am
enclosing a check for twenty-five ($25.00) dollars, made payable to the Register of Wills
(Return filing fee $15 and Inventory filing fee $10).
If you have any questions, or need any further information, please let me know.
Please send receipts to my office. Thank you for your assistance.
Enclosures
R. Maureen Myers
Attorney at Law
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL)
Rodgers, Horace C.
FILE NUMBER
21-04 0 0 8~
1 Real Estate (Schedule A) (1)
2 Stocks and Bonds (Schedule B) (2) 2,7 0 0.2 8
3~ Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Modgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) R ~ '~ 12 O f~
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 1 7,0 0 4. 8 0
[~ Separate Billing Requested
7. Inter-V~vos Transfers & Miscellaneous Non-Probate Properb/ (7) 193,209.02
(Schedule G or L)
8. Totar Gross Assets (total Lines 1-7)
9~ Funeral Expenses &Administrative Costs (Schedule H) (9)
10, Debts of Decedent, Mortgage Liabilities, & Liens {Schedule I) (10)
11 Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(724) 222-9095
[~]1 Original Return
[~4 Limited Estate
[~9. Litigation Proceeds Received
E~2. Supplemental Return
[~4a. Future Interest Compromise (date of death a~ef 12-12-82)
~7. Decedent Maintained a Living Trust (Altach copyof Tiusl}
~]10. Spousal Poverty Credit (date of death be[~een 12-31-91 and 1-1-95)
NAME
R. Maureen Myers
FIRM NAME Ill Applicable)
TELEPHONE NUMBER
[~5. Federal Estate Tax Return Required
1~ 8. Total Number of Safe Deposit Boxes
111. Bection to tax under Sec. 9113(A) (At~ach
COMPLETE MAILING ADDRESS
775 East Maiden St., 1st Fi.
Washington, PA 15301-3753
13~ Chahtable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
4,730.98
3,907.15
221,226.10
(8)
(11) 8,638.13
(12) 212,587.97
(13)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICASLE RATES
15 Amount of Line f 4 taxable at the spousal tax
rate, or translers under Sec. 9116(a)(l,2) x ,0__ (t5)
1§ AmountofLine 14 taxable at lineai rate x .0__45 (16)
17. Amount of Line 14 taxabte at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19 Tax Due {19)
212,587.97
212,587.97
(14)
9,566.46
9,566.46
Z Jr.
uJ
¢'~ DATE OF DEATH (MM-DB-YEAR) DATE OF BIRTH (MM-DD-YEAR) THtS RETURN MUST BE FILED IN DUPLICATE WITH THE
LLI 072904 012514 REGISTER OF WILLS
ILl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
183 - 05 -9208
Decedent's Complete Address:
ISTREETADDRESS 212 Messiah Circle
CITY Mechanicsburg I STATE PA I ZIP17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Paymenta
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1) 9,566.46
Interest/Penalty if applicable
D. Interest
E. Penalty
9~000.00
473.68
Total Credits ( A + B + C )
Total Interest/Penalty ( D + E ) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is lhe TAX DUE.
A. Enter the interest on the tax due.
(2) 9,473.68
92.78
(5)
(5A)
92.78
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurrod after December 12, 1982, did decedent transfer Propert'd 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? ........................................................................................................................ [] []
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 penalhas of perju ~j, I declare that I have examined this return, including accompenyio~ schedules and stalements, and to the pes~ d my knowledge and belief, it ~ true, correct and complete.
Declaration of preparer other than the personal representative is based on all informa~ of which preparer has any kr~wtudge.
SIGNATURE OF PERSON RESPOi~3t~LE FO2R FILIN~ RETURN
x
ADDRESS 444 South ~h St., Chambersburg, PA 17201-2744
DATE
/2 -/~,
SIGN A~,~ ~ TH~E,,~E N TATIV E
ADDRESS v~ 775 Eas~ Maiden St.,
DATE
1st Fi., Washington, PA 15301-3753
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 ars 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 b'ansfers 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 RS. §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 RS. §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 decadent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at ieast one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT
OF
H.ORACE C. RODGERS, JR.
I, HORACE C. RODGERS, JR., 448 Poplar Church Road,
Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing
mind and memory, do make, publish and declare this my Last Will and
Testament, hereby revoking all Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes becom-
ing due by reason of my death, whether such taxes may be payable by my
Estate or by any recipient of any ~operty, shall be paid by my Executor out
of the property passing under this Will, which is not specifically devised or
bequeathed, as an expense and cost of administration of my Estate. My
Executor shall have no: duty or obligation to obtain reimbursement for any
such tax paid by my Executor even though on proceeds of insurance or other
property not passing under this Will.
ITEM II: I hereby exercise all powers of appointment which
I may have at the time of my death in favor of my Executor, and all property
subject to all such powers of appointment shall be included in my Estate.
ITEM III: I give and bequeath all of my household furniture
and furnishings, automobiles, books, pictures, jewelry, china, linen, silver-
ware, wearing apparel and all other like articles of household or personal use
and adornment to my wife, BARBARA S. RODGERS. In the event that my w~fe
shall predecease me, I give and bequeath the same to my children, PAUL E.
RODGERS, STEPHEN J. RODGERS and NANCY R. PETERS, in equal shares
Page 1 of 4 pages
to be divided among them as they shall agree, under the supervision of my
Executor,
ITEM IV: I give, devise and bequeath all of the rest, residue
and remainder of my property~ real~ personal and mixed, to my wife~
BARBARA S. RODGERS. In the event that my wife shall predecease me~
I give, devise and bequeath the same to my children, P~kUL E. RODGERSj
STEPHEN J. RODGERS and NANCY R. PETERS~ in equal shares. In the
event any of my children should also predecease me, any assets passing under
this Item IV shall be distributed per stirpes to any children of my deceased
child. In the event there are no such grandchildren, the assets passing under
this Item IV shall be divided equally between my surviving children.
ITEM V: In the settlement of my Estate, my Executor shall
possess, among others~ the following powers:
(a) To sell either at public or private sale and upon such
terms and conditions as my Executor may deem advantageous to
my Estate, any or all real or persorml estate or interest therein~
whether owned by me severally or in conjunction with other per-
sons or acquired after my death by my Executor, and to consum-
mate said sale or sales by sufficient deeds or other instruments
to the purchaser or p~rchasers, conveying a fee simple title, free
and clear of all trust and without obligation or liability of the pur-
chaser or purchasers to see to the application of the purchase
money or to make inquiry into the validity of said sale or sales~
also~ to make~ execute, acknowledge and deliver any and all deeds,
Page 2 of 4 pages
assignments, options or other writings which may be necessary or
desirable in carrying out any of the powers conferred upon my
Executor in this paragraph or elsewhere in my IYill.
(b) To pay aLl costs, taxes, expenses and charges in con-
nection with the administration of my Estate. My Executor shall
pay expenses of my last iU,~ess and funeral expenses.
(c) To distribute my Estate in kind or in money. If any
assets are distributed in kind, they shall be distributed at their
respective value{s) on the date(s) of their distribution.
(d) To do all other acts in the judgment of my Executor
necessary or desirable for the proper and advantageous manage-
ment, investment and distribution of my Estate.
ITEM VI: Any person who shall have died at the same time as
Testator or in a common disaster with him, or under such circumstances that it
is difficult or impossible to determine who died first, shall be deemed to have
predeceased him.
ITEM VII: If at any time any minor child shall be entitled to
receive any assets hereunder, DAUPHIN DEPOSIT TRUST COMPANY,
Harrisburg, Pennsylvania, shall act as Guardian of the assets payable to such
child. Said Guardian may receive and administer all assets authorized by law
and shall have full authority to use such assets, both principal and income,' in
any manner said Guardian shall deem advisable for the best interests of such
child, including college, university, post-graduate or other education, without
securing court order. Said Guardian shall have ali the rights and privileges as
Page 3 of 4 pages
to the Guardianship(s) and the assets thereof as are herein granted to my
Executor as to my Estate and the assets therein.
ITEM VIII: I hereby nominate, constitute and appoint DAUPHIN
DEPOSIT TRUST COMPANY, Harrisburg, Pennsylvania, and my wife, BARBARA
S. RODGERS, or the survivor, to be my Executors, herein referred to as
"Executor." My Executor and Guard[an specifically are relieved from the
duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I h~ve hereunto set my hand and seal
to this my Last Will and Testament, consisting of this and the preceding
three (3)pages. this ~q~T~ day of ~.~' , 1975.
We, the undersigned, hereby certify that the foregoing Will was
signed, sea~ed, 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 and in
his presence and in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the time of the exe-
cution thereof, the said Testator was of sound and disposing mind and memory.
I, HORACE C. RODGERS,
declare this to be the first Codicil
Testament executed by me on July
presence of Gerald Horrison, John
Rhoads.
JR., of Camp Hill, Pennsylvania,
to my Last Will and
14, 1975, in the
Hanbeck, and Henry
inendaenta
I hereby amend Item VIII by deleting this Item in its
entirety and replacing it with the following language:
I hereby nominate, constitute and appoint my wife,
BARBARA S. RODGERS, to be my Executor. If my wife
for any reason fails to qualify or ceases to act
as Executor, I appoint my son, PAUL E. RODGERS,
Executor in her place. Ny Executor
specifically relieved from the duty or obligation
of filing any Bond or other security.
Comfimtiou
In all other
provisions of
1975.
respects I ratify and confirm all the
my Last Will and Testament dated July 14,
F~eouted this ~ day of /~/~/~C/~ , lS90.
HORACE C. RODGI~RS, JR.
In our presence the above-na~ed testator signed this and
declared it to be the first codicil to his will, and now
at his request, in his presence, and in the presence of
each other~ we sign as witnesses:
/
I~i~ness Address
Witness /
AdcLreas
2
CO~ONW]/ALTH OF PI~NNSYLVANIA :
: SS.
COUNTY OF :
I, HORACR C. P~DGHR8, JR., havin~ been duly
qualified e~oording to law, acknowledge that I signed
the foregoing instrument as a codicil to my will, and
that I signed it as my free and voluntary act for the
purposes therein expressed.
HORACR C. R
We, having been duly qualified according to law,
depose and say that we were present and saw HORAC~ C.
RODG~S, ~R., atgn the foregoing instrument as the
first codicil to his will; that he signed it as his free
and voluntary act for the purposes therein expressed;
that each of us in his sight and hearing and at hie
request signed the codicil as witnesses; and that to the
best of our knowledge he was at that time 18 or more
years of age, of sound mind and under no constraint or
undue influence.
Witness
'Witness /
Subscribed, sworn to or affirmed,
and acknowledged before me by the
above-named testator and by the
witnesse~ whose names appear opposite,
on ~ar¢'h ~[5 , 1990.
Notary Pdb~ c Nc~a.~l Se~ ]
J ~sa M. Tes[a, NO~ Pu~
m Susqueh&nna i~p.,. Dau~%~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 8
STOCKS& BONDS
ESTATE OF FILE NUMBER
Rodgers, Rorace C. Jr. 21-04-00828
All property joint¥owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1
76 shares MetLife, Inc. @ 35.53 per share
2,700.28
TOTAL (Also enter on line 2, Recapitulation) $ 2,7 0 0.2 8
(If more space is needed, insert additional sheets of the same size)
Mellon Investor Services
P.O. Box 3333
South Hackensack, NJ 07606
August 20, 2004
ESTATE OF HORACE C RODGERS JR
ATTN PAUL RODGERS
444 SOUTH SEVENTH STREET
CHAMBERSBURG PA 17201
Company METLIFE, INC.
Name
Account Key RODGERS--
HORAC 1000
Investor ID # 11806350866543
Eontrol 200408190007290
Number
Dear Investor:
Thank you for contacting Mellon Investor Services regarding the above referenced MetLife, Inc.
common stock account.
Our records show this account has 76 shares of Metlife stock. The closing price on July 29, 2004 was $
35.5300 per share.
If you have any additional questions or concerns, please call our Customer Service Center at 1-800-649,
3593. You may also access your MetLife, Inc. common stock account on the Interact at
https://vault, melloninvestor, com/isd.
Sincerely,
Mellon Investor Services
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
ESTATE OF Rodgers, Horace C. Jr. FILE NUMBER
21 -04-00828
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 dis~closed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, mile
1991 Chevrolet Lumina Sedan 4 door - 106,000
(See attached)
1861 $2½ Gold Liberty EF
1913 $2½ Gold Indian EF
1913 $10 Indian Gold EF
(See attached)
Household goods
(See attached)
PNCBank checking acct. #5003547995
accrued interest
(See attched)
850.00
160.00
135.00
260.00
270.00
8,312.00
TOTAL (Also enter on line 5, Recapitulation) $
{If more space is needed, insert additional sheets of the same size)
6,636.76
.24
Bill of Sale
Received from:
Pat Hartle
546 Frederick Street
Hagerstown, Maryland 2 t 740
301-665-3737
Signed:
$850.00 cash
On August 25, 2004
For a 1991 Chevrolet Lumina Sedan 4 Door approximately 106,000 miles
VEHICLE IDENTIFICAITON NUMBER: 2Gl WL54T1M9182024
Seller:
Estate of Horace C. Rodgers, Jr.
Paul E. Rodger, Executor
444 S Seventh Street
Chambersburg, PA 17201
717-264-6033
John M. Foreman, Sr.
ANA R 88662
PCGS 120
Choice U.S. Coins
Copper - Silver. Gold
Buy, Sell, Trade
Appraisals
Addreas
Foreman's
Rare Coins
717-762-1731
717-762-3964
101W. MainSt.
Waynesboro, Pe~.~,17268
No. 3436
PRICE TOTAL
AMOUNT DESCRIPTION PER ITEM
Inventory of 212 Nittany %30-2004
Items
Estimated value $ ¥~ ' Steve
Nancy
Paul
8-Track receiver 5
Speakers (2) 5
Wing chairs (2) 50
Side chair 25
End table (2) 20
Stacking tablets 5
Table lamps (2) 10
Floor lamp 20
Pictures, wall (11) 11
Answering machine 5
Clock 5
Folding chairs (2) 2
Card table 3
4-drawer filing cabinet (2) 30
Chest of drawers 25
Mirror, wall 5
Screen 3
Clock, electric ~
Books, misc 15
Clip lights (3) 5
Bed 20
5
50
10
11
5
3
25
5
20
2
3
5
l0
10
5
30
25
PNCBANK
September 23, 2004
Mr. Paul Rodgers
444 S 7th St.
Chambersburg, PA 17201
scp
Estate of Horace C Rodgers (Deceased)
SSN: 206-26-6798
DOD: 07-29-2004
Dear Mr. Rodgers:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificate of Deposit
Account #3120039640 Established 04-06-2004
HORACE C RODGERS JR
STEPHEN RODGERS
DOD balance: $27,705.32+ $51.59 accmedinterest
Account #31300240104 Established 04-06-2004
HORACE C RODGERS JR
NANCY R PETERS
DOD balance: $27,705.32 + $51.59 accrued interest
Account #31300240105 Established 04-06-2004
HORACE C RODGERS JR
PAUL E RODGERS
DOD balance: $27,705.32 + $51.59 accrued interest
Checking Account
Account #5003547995 Established 12-03-2002
HORACE C RODGERS JR
DOD balance: $6,636.76 + $0.24 accrued interest
Page 1 of 2
Safe deposit box
The decedent maintained safe deposit box #45. It was in two names.
HORACE C RODGERS JR
PAUL E RODGERS
It is located at:
MESSIAH VILLAGE
VILLAGE COMMONS - 100 MT. ALLEN DRIVE
MECHANICSBURG PA 17055
717-691-4090
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
Erica L Schlegel
1-800-762-1775
P7-PFSC-04-F
500 First Ave.
Pittsburgh PA 15219
Member FDIC
Page 2 of 2
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEF
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Rodgers, Horace C. Jr. 21-04-00828
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S} NAME ADDRESS RELAT)ONSHIP TO DECEDENT
Christopher S. Rodgers
S. 1LT Peter S. Rodgers
c. Katherine M. Rodgers
322 N. Matlock Street, Apt.
West Chester, PA 19380
259-5 Waterdown Drive
Fayetteville, NC 28314
2
544 Craighead Street, Apt F
Canonsburg, PA 15317
grandson
randson
granddaughter
JOINTLY-OWNED PROPERTY:
1. A. 1988 two (2) Series EE bonds (500 face) 1,191.20 50 595.6 0
A 7/03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.0 0
~ 1988 two (2) Series EE bonds (500 face) 1,191.20 50 595.60
~ 7/03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.00
C 1988 two (2) Series EE bonds (500 face) 1,191.20 50 595.60
C 7~03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.00
D 1988 two (2) Series EE bonds (500 face) 1,191.20 50 595.60
D 7/03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.00
E 1988 two (2) Series EE nonds (500 face) 1,191.20 50 595.60
E 7/03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.00
F 1988 two (2) Series EE bonds (500 face) 1,191.20 50 595.60
F 7/03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.00
G 1988 two (2) Series EE bonds (500 face) 1,191.20 50 595.60
G 7/03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.00
H 1988 two (2) Series EE bonds (500 face) 1,191.20 50 595.60
H 7/03 six (6) Series EE bonds (1000 face) 3,060.00 50 1,530.00
(See attached lists for date-of-dea2h
values for each Joint Tenan~
TOTAL(Alsoenteronline6, R~apitalation) $ 17,004.80
(If more space is needed, insert additional sheets of the same size)
Schedule F
Jointly-Owned Property
(Continued)
Estate of Rodgers, Horace C. Jr.
21-04-00828
D. Melinda P. Petreich
E. Rebecca G. Vittone
F. Jeffrey P. Rodgers
G. Alan E. Rodgers
H. Brian C. Rodgers
1358 Craigview Drive
Pittsburgh, PA 15243
granddaughter
905 Glenwood Court
Cranberry Township, PA 16066
granddaughter
507 43rd Avenue, NW
Rochester, MN 55901
grandson
444 So~h~ 7th Street
Chambersburg, PA 17201
grandson
444 South 7th Street
Chambersburg, PA 17201
grandson
0
0
0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0000000000000000
0000000000000000
0000000000000000
0000000000000000
0000
0000
0000
i~l
0 0
0000
I I ~ 1
mmm
~°°°°°°°°8°~~~ ~
0 0 0 0 0 0 0 0 0 0
oo oooo ~ ~ ~
ooooooooooooo~ ~
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ~
o o o o o o ~ ~ ~ ~~
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
............ bb~b~
oooooooooo~~.~ ~
o o o o o o o o ~ ~ ~ ~ ~ ~ ~ ~
o o o
b b b b b b ~0 ~ ~ L~ i~
oooooooooo
0 o o 0 o 0 0 o 0 o
oooooooooo_ ooo
ooooooooooo
COMMONWEALTH OF PENNSYLVANIA
~NHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER-VIVOS TI~ANSFERS &
MISC. NON-PROBATE PROPERTY
Rodgers, Horace C. Jr.
FILE NUMBER
21-04-00828
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPER~ % OF
ITEM ~NCLUDE THE NAME OF THE T~SFEREE' THEIR RE~TIONSHIP TO DEC~ENT ~D THE ~TE ~ T~$FER' DATE OF DEATH DECD'S EXCLUSION TA~BLE VALUE
NUMBER VALUE OF ASSET INTEREST
1. PNCBank CD #3120039640 jt. w/son,
Stephen Rodgers, est. 040604 27,705.32 3,000 24,705.32
accrued interest on CD 51.59 51.59
PNCBank CD #31300240104 jt. w/daughte: ,
iNancy R. Peters, est. 040604 27,705.32 13,000 24,705.32
accrued interest on CD 51.59 51.59
PNCBank CD #31300240105 jt. w/son,
iPaul E. Rodgers 27,705.32 3,000 24,705.32
accrued interest on CD 51.59 51.59
(See attached PNCBank letter for abow~)
~Following are Series EE bonds, POD:
Christopher S. Rodgers (8 bonds) 4,457.60 100 4,457.60
1LT Peter S. Rodgers (8bonds) 4,457.60 100 4,457.60
Katherine M. Rodgers (8bonds) 4,457.60 100 4,457.60
Melinda P. Petreich (Sbonds) 4,457.60 100 4,457.60
Rebecca G. Vittone (8 bonds) 4,457.60 100 4,457.60
Jeffrey P. Rodgers (8 bonds) 4,457.60 100 4,457.60
Alan E. Rodgers (8 bonds) 4,457.60 100 4,457.60
Brian C. Rodgers (8 bonds) 4,457.60 100 4,457.60
(See attached lists for Series EE bona valuation:;)
Allstate Variable Annuity II #205486( 83,277.49 100 83,277.49
Beneficiaries:
Stephen Rodgers, son
Nancy R. Peters, daughter
Paul E. Rodgers, son
(See attached for DOD valuation)
TOTAL(Alsoenteronline7, R~apitulation) $ 193,209.02
(If more space is needed, inser~ additional sheets of the same size)
Allstate.
Allstate Life Insurance Company
PO Sox 94040
Palatine IL 60094-4040
Telephone: 1-800-654-2397
Fax: 1-847-402-4361
HORACE RODGERS JR
212 MESSIAH CIRCLE
MECHANICSBURG PA 17055-8619
August 2, 2004
ANGELA CAMPLESE
D,W,R.-HARRISBURG, PA
P O BOX 12053
HARRISBURG PA 17108-2053
(717)255-6666
RE: Variable Annuity II
Statement Date109/17199tTo 07129/04 For Annuity #2054860
Variable Sub-Account(s)
Number of Unit ValUe as Total Value as Percent of
Units Owned of 07129/04 of 07~29~04 Annuity Value
Utilities 1079.2007 22.137597 $ 23,890.91 28.7%
Dividend Growth 1029.3424 34.522366 $ 35,535.34 42.7%
Global Div. Growth 1240.2053 19.231685 $ 23,851.24 28.6%
Total Annuity Value*
~ 83~277,49 100.0%
*This is ~ot necessarily the amcunt avaaable for withdrawal. The amount available for withdrawal is the Total Annuh'y Value less any applicable withdrawal
charge, maintenance fee, and premium tax. Distr;butions taken pdor to annuiflzaflon (also referred to as the payoot phase) are generally considered to
come from the gain in the contract first. If the contract is tax-qualified, generally all withdrawals are treated as distribution of gain. Withdrawals of gain
are taxed as ordinary income and, if taken prior to age 59½, may be subject to an additional 10% federal tax penalty.
V55NKRYA.N01
0049
.REV-1511 EX+ (12-99)~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Rodgers, }{orace C. Jr.
21 -04-00828
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
5,
6.
FUNERAL EXPENSES:
Neill Funeral Home
Harrisburg Graphic Arts -
Rolling Green Cemetery
12 funeral books
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(sI
Street Address
City State -- Zip
Year{s) Commission Paid:
AttorneyFees 12 hours x $125.00/hour
Family Exemption: (tf decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Ciiy State Zip
Relationship of Claimant to Decedent
ProbateFees : Paid to open estate; Inventory;
Tax Return; Cost of closing estate
Accountant's Fees
Inheritance
Tax Return Preparer's Fees
Cumberland Law Journal - legal adv.
The Sentinel - Legal - legal adv.
Executor's "out-of-pocket" costs (postage,
phone calls, mileage)
supplies,
759.10
45.03
1,251.00
waived
1 , 500.00
385.50
75.00
156.83
558.52
TOTAL (Also enter on line 9, Recapitulatior $ 4 v 7 3 0.9 8
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES~ & LIENS ~
FILE NUMBER
Rodgers, Horace C. Jr. 21-04-00828
AMOUNT
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1.
Bank Card Services - amt. due credit card
Messiah village (assisted living) amt. due
A. T. & T. - amt. due
Idaho dues - check cleared after DOD,
Alert Pharmacy - amt. due
Verizon - amt. due
Messiah Village (transportation/med.
written prior
supplies) amt.
TOTAL (Afso enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
173.65
3,668.00
10.64
14.51
2.45
10.76
due 27.14
$3,907.15
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Rodgers, Horace C. Jr. 21-04-0082~
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1.
11
~XABLE DISTRIBUTIONS linclude outright s~usal distributions, and transfers under
Sec. 9116(a)(1.2)]
Paul E. Rodgers
444 South 7th Street
Chambersburg, PA 17201-2744
Stephen J. Rodgers
130 Lakeview Drive
McMurrsy, PA 15317-2733
Nancy R. Peters
132 Allan Drive
Beaver, PA 15009
son
son
daughter
/3rd R,R &R
I/3rd R,R &R
/3rd R, R &R
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
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 $
(If more space is needed, insed additional sheets of the same size)
Invento~ of the real and personal estate of
Rodgers, I-Iorace C. Jr. deceased
1. 76 shares MetLife Financial,
2. 1991 Chevrolet Lumina Sedan
3. 1861 $2~ Gold Liberty EF
4. 1913 $2~ Gold Indian EF
5. 1913 $10 Indian Gold EF
Inc. @ $35.53
6. HouSehold goods
7. PNCBank acct #5003547995
8. Accrued interest on #5003547~95
Total
2,700
850
160
135
260
270
6,636
11~012
Z8
]0
]0
]0
]0
00
76
24
28
COMMONWEALTH OF PENNSYLVANIA 'k ss:
COUNTY OF ~ ~/'"~Li"qC-L'~ .~
Rodgers, Paul E.
be;.9 duly swo.~n ......... ~ccord;n9 to law. deposes and say, that he
i.s Executor oF the ~tate ef Rodgers, Horace C. Jr.
lat. of _UDP. er__All.e.o..._T.o~fI~ship_ ........ ., Cumberi.nd County, Pa., deceased ~nd that the
within is ~n invenfo~ made by _.~.~.. P~u~ E. , the said Executor
of the entire estate of said decedent, c~ns;sti~g of ell the personal property and rea estate, except ~eal e~ate outside
the Commonwealth of Pent, sylvan;a, a.d that the figures oppas~fe each item of the ~nven~ry represent ;t's fair value
es of the date ~{ decedent s death.
Sworn
and subscribed before ma,
' / ~-~-.,,~A~Tn O~ ~r. re~.~r.-.~~,
Rodgers, Paul E.
Dray
INSTRUCTIONS
Date of Death
444 South 7th Street
Chambersburg, PA 1
2004
I. An inventory must be filed within t)tree months after appolnfment of persona~ representative.
2. A supplement inventory must be filed within fhlrty days of dlscovery of additional essetm.
3. Addlt;oneI sheets may be attached as to personalty or rea/fy
4. See Article IV, Fidueieries Act of 1949.
z
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004769
MYERS R MAUREEN ESQUIRE
775 EAST MAIDEN STREET 1ST FL
WASHINGTON, PA 15301
fold
ESTATE INFORMATION: SSN: 183-05-9208
FILE NUMBER: 2104-0828
DECEDENT NAME: RODGERS HORACE C JR.
DATE OF PAYMENT: 12/27/2004
POSTMARK DATE: 12/21/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 07/29/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 892.78
TOTAL AMOUNT PAID:
$92.78
REMARKS:
SEAL
CHECK//1066
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
REV-1541 EX AFP 112-041
R MAUREEN MYERS
1ST FlR
77~~ MAIDEN ST
WAS,~INGTO~
1" ". ,-.'"-
ATTY
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-07-2005
RODGERS JR
07-29-2004
21 04-0828
CUMBERLAND
101
HORACE
C
Allount Rellitted
PA 15301
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
.' -
f:-UTALO",'; THIS~ i4:1~E ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Ri:V:I!2t"lClx..1.F~-t\.:tJ!'r.N6".icE.oF.i'N'HErtillN.cE.TAX.A.PPRA.isE;.iEN'~..1.[toQlNCE.OR.............. ...
~: CS DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RODGERS JR HORACE C FILE NO. 21 04-0828 ACN 101 DATE 03-07-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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. ~rtgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
2.700.28
.00
.00
8.312.00
17.004.80
193.209.02
(8)
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forI! with your
tax paYllent.
221~226.1o
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
4~73o.98
3.907.15
(11)
(12)
(13)
(14)
8.638 13
212~587.97
.00
212~587.97
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CR
NOTE:
.00
212~587.97
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
.00
9~566.46
.00
.00
9~566.46
DATE
10-29-2004
12-21-2004
NU"BER
CDo04565
CDo04769
+
INTEREST/PEN PAID (-)
473.68
.00
A"OUNT PAID
9~000.00
92.78
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9~566.46
.00
.00
.00
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $l~ NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
MYERS R MAUREEN ESQUIRE
775 EAST MAIDEN STREET 1ST FL
WASHINGTON, PA 15301
RE: Estate of RODGERS HORACE C JR.
File Number: 2004-00828
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
7/29/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Ah/~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
RODGERS PAUL E
444 SOUTH SEVENTH STREET
CHAMBERSBURG, PA 17201
RE: Estate of RODGERS HORACE C JR.
File Number: 2004-00828
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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 lS due by:
7/29/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
I/~...J_.~ I~~_L,_ /)
/~~ IJd~AJ~~
, !
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS' COURT DIVISION
IN RE: Estate of Horace C. Rodgers, Jr., deceased
No. 21-04-00828
F AMIL Y AGREEMENT
Filed on Behalf of:
Paul E. Rodgers, Executor
Counsel of Record for this Party:
R. Maureen Myers,
Attorney at Law
PAID No. 33233
775 East Maiden Street
First Floor
Washington, PA 15301-3753
(724) 222-9095
i.',~)
-- , l
f',,)
-..J
...,-.
r<l
C",)
-- J
C\
9>
FAMILY SETTLEMENT AGREEMENT
OF THE EST A TE OF HORACE C. RODGERS, JR.
NO. 21-04-00828
. 'fI-...
THIS AGREEMENT executed thIS J~ day of fl/~/L. ,2007,
by and between Paul E. Rodgers, Executrix of the Estate of Horace C. Rodgers, Jr.,
deceased, and Paul E. Rodgers, individual and beneficiary, Stephen 1. Rodgers,
individual and beneficiary and Nancy R. Peters, individual and beneficiary of the Estate
of Horace C. Rodgers, Jr.
WHEREAS, Horace C. Rodgers, Jr., who resided at 212 Messiah Circle,
Mechanicsburg, Pennsylvania, died July 29,2004, having left his Last Will and
Testament dated July 14, 1975, and Codicil dated March 26, 1990, which was duly
admitted to probate by the Register of Wills of Cumberland County, Pennsylvania, at the
above number and term on September 13,2004; and
WHEREAS, Paul E. Rodgers was duly appointed as Executor of the Estate of
Horace C. Rodgers, Jr., deceased; and
WHEREAS, the parties-in-interest in the Estate of Horace C. Rodgers, Jr.,
deceased, are:
1. Paul E. Rodgers, son, Executor;
2. Stephen J. Rodgers, son;
3. Nancy R. Peters, daughter; and
WHEREAS, each of the above identified parties-in-interest is entitled to a one-
third ( 1/3rd) share of the residuary estate per the Last Will and Testament and Codicil of
Horace C. Rodgers, Jr.; and
WHEREAS, the parties to this Agreement have been furnished with a complete
listing of the estate assets, receipts and disbursements as set forth on the Accounting,
which is attached hereto and marked as Exhibit A; and
WHEREAS, it is the desire of the parties to this Agreement that final distribution
of this estate be accomplished without a formal accounting to the Orphans' Court
Division of the Court of Common Pleas of Washington County, it being the desire of the
parties to avoid the expense, delay and publicity of a formal accounting; and
WHEREAS, the parties to this Agreement do acknowledge to have received a
proposed Schedule of Distribution attached hereto and marked Exhibit B.
NOW, THEREFORE, WITNESSETH that in consideration of the mutual
promises, covenants and agreements recited herein the parties do agree as follows;
1. The parties to this Agreement do hereby release and forever discharge Paul E.
Rodgers, Executor, from any and all liability which may from time to time
arise in connection with his service as Executor of the Estate of Horace C.
Rodgers, Jr., deceased. The parties do further agree to indemnify and hold
harmless said Paul E. Rodgers, Executor, from any and all liability which may
arise against the estate from creditors or other claimants.
2. The parties to this Agreement acknowledge that this Agreement shall be
indexed and recorded in the estate proceedings and that the terms hereof shall
be binding upon their respective heirs, successors, administrators and assigns.
3. This Agreement shall be governed by the laws ofthe Commonwealth of
Pennsylvania.
Dated at 444 South 7th Street, Chambersburg, Pennsylvania, the day and year
above written.
WITNESS:
({~ C ~^^-.
Paul E. Rod rs, Executor of the
Estate of Horace C. Rodgers, Jr.,
Deceased and individually and as
beneficiary
r~d( ~
q~~~
ji']
!/
Stephen 1. Rodgers, individ y and
as beneficiary
- ~.0Y~\~rs!l:i12r~
as beneficiary
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF HORACE C. RODGERS, JR.
)
)
)
NO. 21-04-00828
FIRST AND FINAL ACCOUNT OF
PAUL E. RODGERS, EXECUTOR
The Accountant charges as follows:
Amount of Inventory and Appraisement
Metlife, Inc. -76 shares
1991 Chevrolet Lumina Sedan 4 door
1861 $2 ~ Gold Liberty EF
1913 $2 ~ Gold Indian EF
1913 $10 Gold Indian EF
Household Goods
PNC Bank - Checking Acct No. 5003547995
Accrued Interest
2,700.28
850.00
160.00
13 5.00
260.00
270.00
6,636.76
.24
Total Assets
11,012.28
NOTE: Automobile was sold for the amount listed in the Inventory. Asset
changed from "In-Kind" to "Cash" (liquid).
Exhibit A-I
The Accountant claims credit as follows:
Neill Funeral Home
Harrisburg Graphic Arts - 12 funeral books
Rolling Green Cemetery
R. Maureen Myers, Attorney at Law - attorney's fee
Probate Fees - Amount to "open" 285.50
Inventory 10.00
Filing Inh Tax Return 15.00
Cumberland Law Journal- Legal advertisement
The Sentinel - Legal advertisement
Executor's - out-of-pocket costs
Bank Card Services - balance due
Messiah Village - Assisted Living - balance due
AT&T - balance due
Idaho dues - check cleared after date-of-death, written prior
Alert Pharmacy - balance due
Verizon - balance due
Messiah Village - transportation, medical supplies - balance due
Inheritance Tax on Probate Assets
Total Credits
759.10
45.03
1,251.00
1,500.00
310.50
75.00
156.83
558.52
173.65
3,668.00
10.64
14.51
2.45
10.76
27.14
106.84
RECAPITULATION:
8,669.97
Total Assets
Cash advanced by beneficiaries to protect assets in-kind
Total Credits
Balance for Distribution
11,012.28
1,182.97
( 8.669.97)
3,525.28
Balance consists of:
Metlife -76 shares
1861 $2 ~ Gold Liberty EF
1913 $2 ~ Gold Indian EF
1913 $10 Gold Indian EF
Household Goods
Total
2,700.28
160.00
13 5.00
260.00
270.00
3,525.28
NOTE: Beneficiaries to pay for the Recording of the Family Settlement Agreement.
Exhibit A-2
SCHEDULE OF DISTRIBUTION
Balance for Distribution per Account
3,525.28
TO: Paul E. Rodgers:
Metlife -76 shares
1913 $10 Gold Indian EF
One-third ( 1I3rd) of Household Goods
2,700.28
260.00
90.00
(3,050.28)
TO: Stephen J. Rodgers:
1913 $2 ~ Gold Indian EF
One-third ( 1I3rd) of Household Goods
135.00
90.00
( 225.00)
TO: Nancy R. Peters:
1861 $2 'l2 Gold Liberty EF
One-third ( 1I3rd) of Household Goods
160.00
90.00
( 250.00)
Ending Balance
0.00
NOTE: Beneficiaries to pay for Recording of the Family Settlement Agreement.
Exhibit B
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N f D d t Horace C. Rodgers, Jr.
ame 0 ece en :
Date of Death: 07-29-2004
Estate No.: 21-04-0828
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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 [8] 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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No.l8l
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 in
interest? Yes g No D fAM 1(. 't S~,rL. ~ ~~,.J;- A- e; l.H M.~I\J I
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: Apn I 2S; L!:)o7
~~~
Signature
{"J
:-_!
R. Maureen Myers, Attorney at Law
Name
775 East Maiden Street, First Floor
Washington, PA 15301-3753
Address
'-0
(V)
r--
C',j
r___
724-222-9095
Telephone No.
Capacity:
o Personal Representative
l&l Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1607 EX AFP (03-05)
II: 39
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-09-2007
RODGERS JR
07-29-2004
21 04-0828
CUMBERLAND
101
HORACE
C
R MAUREEN
1ST FLR
775 E MAIDEN ST
WASHINGTON
O,e,::,
..Il \i ,
MYERSC'ATTY
, I' ::~
Amount Remitted
I'
PA 15301
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
-+
RETAIN LOWER PORTION FOR YOUR RECORDS
~
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF RODGERS JR
HORACE
C FILE NO. 21 04-0828
ACN 101
DATE 04-09-2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-08-2007
PRINCIPAL TAX DUE: 9,352.05
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-29-2004 CD004565 467.60 9,000.00
12-21-2004 CD004769 .00 92.78
03-20-2007 REFUND .00 208.33-
,
TOTAL TAX CREDIT 9,352.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
l!
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT 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. )
~,.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
INHERITANCE TAX
RECORD ADJUSTMENT
..~ ..
i: 1
17
~) ,-.., "::
., \ C. ,,,)
3 C;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
R MAUREEN MYERS
1ST FLR
775 E MAIDEN ST
WASHINGTON
n,=~.
...1' .
AU~"
03-09-2007
RODGERS JR
07-29-2004
21 04-0828
CUMBERLAND
101
*'
REV-1593 EX AFP (03-05)
HORACE
C
Amount Remitted
PA 15301
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
REV-1593 EX AFP (03-05)
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------------------------------------------------------------------
ESTATE OF RODGERS JR
HORACE
C FILE NO. 21 04-0828
** INHERITANCE TAX RECORD ADJUSTMENT ..
ACN 101
DATE
03-09-2007
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
(9)
ClO)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
.00
2,700.28
.00
.00
8,312.00
12,240.00
193,209.02
(8)
4,730.98
3,907.15
Cll)
Cl2)
Cl3)
Cl4)
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
TAX:
15. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS:
Line 14 at Spousal rate Cl5) .OOX 00
Line 14 taxable at Lineal/Class A rate (16) 207 ,823.17 X 045=
Line 14 at Sibling rate Cl7) .OOX 12 =
Line 14 taxable at Collateral/Class B rate Cl8) .OOX 15 =
Tax Due Cl9)
216,461.30
8,638.13
207,823.17
.00
207,823.17
.00
9,352.04
.00
.00
9,352.05
'ATn~" I ,,~,,~ .U' I T+--'- AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-29-2004 CD004565 467.60 9,000.00
12-21-2004 CD004769 .00 92.78
TOTAL TAX CREDIT 9,560.38
BALANCE OF TAX DUE 208.33CR
INTEREST AND PEN. .00
TOTAL DUE 208.33CR
it
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT 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.)
\) \,f\
REV-1470 EX (6-88)
'*
INHERITANCE TAX
EXP~N~ION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
Horace C. Rodgers, Jr.
REVIEWED BY
ACN
21 04-0828
101
Steven James
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Based on the letter from the U. S. Treasury indicating that some of the savings bonds
listed on the return were reported missing and replaced by the decedent prior to his death,
a factual correction has been completed to remove the values from the return.
ROW
PaQe 1
--
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/13/2007
f'"'-..-);
c:::::>
C'':::;>
--J
""""':J
775 EAST MAIDEN STREET 1ST FL
WASHINGTON, PA 15301
o
I"'
""("1
;"I~P
~:~n
, ~:/) :~'(
C)
-'11
~,~-
I_....^,..-
r-
MYERS R MAUREEN ESQUIRE
GJ
co
RE: Estate of RODGERS HORACE C JR.
File Number: 2004-00828
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
7/29/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~L~kf
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
cJ
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/13/2007
-,;)
'=J
C::.::>
-.J
c_
r::
1-
RODGERS PAUL E
w
444 SOUTH SEVENTH STREET
CHAMBERSBURG, PA 17201
v
CJ
RE: Estate of RODGERS HORACE C JR.
File Number: 2004-00828
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
7/29/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~LJtw.tt-
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~
In Re: Estate of
RODGERS HORACE C JR
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2004-00828
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: RODGERS PAUL E
Counsel for Personal Representative: MYERS R MAUREEN ESQUIRE
Date of Decedent's Death: 7/29/2004
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to determine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
Date:
7/30/2007
b~Jt:" / ($;~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Dish'ibution:
Personal Representative
Counsel for Personal Representative
Estate File
o
:-0
--,=0
'---:::::l
,-0
!sr'"-
" f::F1
':..>-'::
~: ;~~).~
)C=.
- =0
'"J ---;
~;.........
1-..)
=
=
-..
<--
c:::
r-
w
a
~
~
"",
N
0'\
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of
RODGERS HORACE C JR
NO. 2004-00828
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: RODGERS PAUL E
Counsel for Personal Representative: MYERS R MAUREEN ESQUIRE
Date of Decedent's Death: 7/29/2004
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to detem1ine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
k~~~J I#;~~./~
Date:
7/30/2007
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
2
-,.0
--~:J.J
] '"'I...)
)-'"FeJ
: :=~~r-
':~S8
/.~
,--'c' ::P'"
[~~-'{'l :J~:
::.0 -
--j
r-v
=
c.-:;.)
--'
l'..._
c:
I
W
o
N
C1'\