HomeMy WebLinkAbout10-02-121 1505610105
~J REV-1500Ex1°'-"'l`°
PA Department of Revenue Pa nnsylvarlia OFFICIAL usE ONLY
Bureau df Individual Taxes ""'"° County Code Year File Number
PO BOx z9o6ot INHERITANCE TAX RETURN
Harrisbu_Fg, PA tytz8-o6o1 _ RESIDENT DECEDENT 2 ~ ' ~ ~ Z 7 2
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDVYYY Date of Birth MMDDYYYY
143-22-5211 10/16/2011 02120(1929
Decedent's Last Name Suffix Decedent's First Name MI
.Robbins Shirley ', G
(if Appilcable) Enter Surviving Spouse's Informatlon Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
m 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (Date of Death
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
m 8. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 'd1. Election to Tax under Sec. 9113(A)
Between 12-31-91 antl 1-1-95) (Attach Schedule O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFCIRMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
Marilyn Elizabeth Robbins ' (6'10) 213-3862
REGISTER OF WILLS USE ONLY
First Line of Address r.:i
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503 Noble Road ~
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Second Line of Address ~
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Chistiana PA 17509 ~y ra ~ _
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Correspondent's e-mail address:
Under penalties of perjury, I declare that I have examined Nls return, including accompanying schedules and statements, and to the best o(my knowledge and belief,
it is true, correct antl complete. Dedaration of preparer other than the personal representative is based on all Information of whlcn preparer has any knowledge.
SIGNATURE OE PERSON RESPONSIBLE FOR FILING RETURN Here .
503 No 'ana, PA 17509
NATURE PRE ER THAN REPRESENTATIVE DATE
ADDR
237 LancasterA St 00, Devon, PA 19333
PLEASE USE ORIGINAL FORM ONLY
Side 1
150561171175 1!i0561t11D5
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REV-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name: Shirley G. Robbins '_143-22-5211
RECAPITULATION
1. Real Estate (Schedule A) ............................................. 1.
2. Stocks and Bonds (Schedule B) ....................................... 2
3. Closely Held Corporatlon, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) ........................... 4. '
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5.
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested..... ... 7.
8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8.
9. Funeral Expenses antl Administrative Costs (Schedule H) ................ ... 9.
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10.
11. Total Deductions (total Lines 9 and 10) ............................... .. 11.
12. Net Value of Estate (line 6 minus Line 11) ............................ .. 72. '
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. '.
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14.
TAX CALCULATION • SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 _ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 45 298,346.37 16.
17. Amount of Line 14 taxable
at sibling rate X .i2 17.
16. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE ......................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610205 1505610205
1505610205
102,739.52
35,000.00
114,205.62'
54,156.13
306,101.27
6,064.18
1,690.72
7,754.90
298,346.37
298,346.37 ',
13,425.59
13,425.59
,~
REV-1500 EX (FI) Pa9e 3
Decedent's Complete Address:
Flie Number
DECEDENTS NAME
Shirley G. Robbins
STREET ADDRESS
8 Pine Circle
CITY - -
Newville, STATE
PA ZIP
17241
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19}
2. CreditslPayments
A. Prior Payments _- 13,500.00
B. Dismount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This Is the TAX DUE.
(1) 13,425.59
Total Credits (A+ B) (2) 13,500.00
(3)
(4) 74.41
(5)
Make check payable to: REGISTER OF WILLS, AGENT.
.;
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN 1-HE 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 transfemed or its income ............................._....... ...... ^
c. retain a reversionary interest ........................................................................................................................ ...... ^
d. receive the promise (or life of either payments, benefits or care? ................................................................ ...... ^
2. If death occurred after Dec. 12, 1982, did decedent transfer propedy within one year of death
without receiving adequate consideration? ..............................................................................._....................... ...... ^
3. Did decedent own an "in trust for" or payable-upon-0eath 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 benefciary designation? ............................................................................................... ~ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE l; AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
172 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even If the surviving spouse is the only beneficiary.
For dates of death on or after July i, 2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 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 percent [72 P.S. §9116(a}(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefciaries is 4.5 percent, except as noted in (72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has al least one parent in common with the decedent, whether by blood or adoption.
REVa5D3 EXa I]-vj
~"~' pennsylvania SCHEDULE B
DEGAPTMENT nF gEVENUE
]NHERRANCETAX RETURN
STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Shirley G. Robbins 2011-01272
All property jointty owned wkh right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPl70N OF DEATH
t' JMSlnvestmentAcci#7014-7259
106.119 Sh General Mills, Inc. al $39.5175 4,193.56
2 107.549 sh Navios Maritime Partners at $16.58025 1,783.19
g 1530.414 sh Washingion Mutual Invs Fd, Inc. at $27.4 41,933.34
q 10000 sh Allegheny County PA Hosp pev Aulh at $.92145 9,214.50
5 5000 sh Northhampton County PA Indl Dev Auth at $.993485 4,967.43
g 20000 sh Cumberland County PA Mun Auih Co at $1.04266 20,853.20
7 2000 sh FHLMC Series 67.15
g 420 sh Source Cap, Inc at $34.82 14,624.40
g Cash 4,528.72
10 Accrued Interest 574.03
TOTAL (Also enter on Line 2, Recapitulation) I$ 102,739.52
[f more space is needed, insert additional sheets of the same size
REV-1507 EX. (6-98)
SCHEDULE D
COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES
INHERITANCE TAX RETURN RECEIVABLE
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Shirley G. Robbins 2611-01272
All property iointlyowned wRh right of survivorahlp must be dlsUOSed on :Schedule F,
Qf more space is needed, insen additional sheets of the same size)
REV-i5o8 E%+ (11-io)
SCHEDULE E
~ pennsylvania
oERnRTnEnT of REVENUE
INNeRIT^"cE T^x RETURN
RESIDENT DECEDENT CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Shirley G. Robbins 2011-01272
Include the proceeds of Ilhgation and the date Che proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
~M VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. General Electric Acct #9243375093 3,916.37
2, Adams County Bank CD #180531 26,993.05
3. Adams County Bank Checking Acd #2354810 24,090.33
4. Adams County Bank Savings Acd #180531 5,901.81
5. F&M Bank CD #0152993140 5,000.00
6, F&M Bank CD #0152993138 25,000.00
7. F8M Bank CD #0152997429 15,081.82
g, Cash on Hand 42.68
g, Allstate Refund 18.75
10. Sprint Refund 22,68
11. Aetna Refund 18.75
12. 2011 Federal Income Tax Refund 1,734.00
13. 2011 PA Income Tax Refund 159.00
14. Chevy Cobalt Auto 5,000.00
15. PersonallntangibleAssets 1,226.38
TOTAL (Also enter on Line 5, Recapitulation) $ I 114,205.62
If more space is needed, use additional sheets of paper of [he same size.
REV-1510 EX+ (0809)
~ Pennsylvania SCHEDULE G
DEPRRTNENT OF gEVENUE INTER-VIVOS TRANSFERS AND
wnERlrnNCE rnx RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Shirley G. Robbins 201 1-01 272
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
I1EM
NUMBER DESCRIPTION OF PROPERTY
IrvauoE m[ naxE of THE mnrvsrEREE, iHE1R xeunorvsxm m DED:DENr nrvo
iXE Dnn ar iGRNSRq, nnncxpmPr ar nlE ceEO roq prat ESTnn:.
DATE OF DEATH
VALUE OF ASSET
% OF DE~5
INTEREST
EXCLUSION
pFMNICA&EI
TAXABLE
VALUE
1. TIAA - CREF (Transfer on Death)
9,613.01 100 9,613.0
2 JMS IRA Acct #2262-1713
340.078sh Aqua America at $21.4625
7,298.92 100 7,298.9:
100 sh ATBT at $29.1775
2,91276 100 2,91ZT,
100 sh Berkshire Hathaway Class B
7,387.75 100 7,387.7°
35 Cummis Inc. at $95.49
3,342.15 100 3,342.1;
170 sh Dow Chemical at $27.2575
4,633.78 100 4,633.7f
34 sh General Mills al $39.5175
1,343.60 100 1,343.6C
404.385 Oppenheimer Cap Appreciation Class A at $43.01
17,392.60 100 17,392.60
Cash
130.70 100 130.70
Accrued Dividends
95.87 100 95.87
TOTAL (Also enter on Line 7, Recapitulation) $ 54,156.13
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ j 10-09)
"'~ pennsylvania
DEPARTM[NT OF aEVENUE
INHERITANCE Tp% RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Shirley G. Robbins 2011-01272
Decedent's debts must be reported on Schedule I.
lTCM
A. FUNERAL EXPENSES:
1.
2,385.26
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State ZII'
z. Attorney Fees:
3~ Family Exemption: (tf decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City _,___ __ .State ZIF'
Relationship of Claimant to Decedent
4. Probate Fees:
5. Accountant Fees:
6. Tax Return Preparer Fees:
7 Other
TOTAL (Also enter on Line 9, Recapitulation) $
If more space is needed, use additional sheets of paper of the same size,
1,150.00
1,168.92
1,250.00
110.00
6,064.18
REV-1512 EX+ (12-08)
~ Pennsylvania SCHEDULE I
DEanRTnENr aE aevervuE DEBTS OF DECEDENT,
wnERrrnrvcE Tnx REruRN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Shirley G. Robbins 2011-01272
Ir more space is neeoetl, insert atltlitional sheets of the same size.
REV-1513 E%+ (O1-10)
~ Pennsylvania SCHEDULE ]
DEPARTMENT OF REVENDE BENEFICIARIES
INHERITANCE TA% RETDRN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Shirley G. Robbins 2011-01272
RElATIONSH[P TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Indude outright spousal dlstribu[ions and transfers under
Sec. 9116 (a) (1.2).]
1. Catherine J Robbins Daughter 20
2 Spring Lane, North Reading, MA 01864
2. Marilyn E Robbins Daughter 20
503 Noble Road, Chrisfiana, PA 17509
3. Carol A Robbins Daughter 20
190 Taylor Street, Harpers Feny, WV 25425
4. Melanie B Collins Daughter 20
23 Garneau Road, Bethlehem, NH 03574
5. Sarah R Anderson GranddaughG=.r 2.5
2 Spring Lane, North Reading, MA 01864
ENTER DOLUIR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SNEET, A S APPROPRIATE.
11 NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON L[NE 13 OF REV-1500 OVER SHEET.
If more space is needed, use additional sheets of paper of the same size..
REV-1513 E%+ (O1-10)
~ Pennsylvania SCHEDULE ]
DEfARrMENr DE REVENUE BENEFICIARIES
INHERIIANCE TA% RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Shirley G. Robbins 2011-01272
RELATIONSHIP TO DECEDENT AMOUNT OR SNARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE
I TA7(ABLE DISTRIBUTIONS [Include outright spousal distributions and transters under
Sec. 9116 (a) (1.2).]
1. Brian R Anderson Grandson 2.5
2 Spring Lane, North Reading, MA 01884
7. Angela M R Case Granddaughter 2.5
1755 St Patrick Street #201, Montreal, OC H3K3G0, Canada
8. Benjamin R Case Grandson 2.5
190 Taylor Streetm Harpers Ferry, WV 25425
9. Mitchell R Coffins Grandson 2.5
23 Garneau Road, Bethlehem, NH 03574
10. Zachary R Berube Grandson 2.5
3304 Courtney Road, Portsmouth, VA 23703
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN gBOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE.
]I NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART R -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON L[NE 13 OF REV-1500 COVER SHEET.
If more space is needed, use additional sheets of paper of the same size.
REV-1513 EX+ (O1-10)
~``~~ Pennsylvania
OEFARTMENT OF REVENUE
INHERITANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE ]
BENEFICIARIES
ESTATE OF: FILE NUMBER:
Shirley G. Robbins 2011-01272
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Nat List Trustee(s) OF ESTATE
1 TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
i. Rebecca R Berube Granddaughter 2.5
503 Noble Road, Christiana, PA 17509
12. Cassandra R Berube Granddaughter 2.5
503 Noble Road, Christiana, PA 17509
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed, use additional sheets of paper of the same size.
Jul OS 12 05:08p Marilyn Robbins 610-593-5918 p.12
COMMONWEALTH OF PENNSYLVA""^
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I, GLENDA EARNER STRASBAUGN
Register for the Probate of Wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 29th day of November, Two Thousand and
Eleven,
Letters TESTAMENTARY
in common form were granted by the Register of
said County, on the
estate of SNIRLEYGR"OBBINS late of WES7-PENNSBORO TOWNSHIP
ffvat M7mAa 4sV
in said county, deceased, to MAR/LYNROBB/NS
fKrsb Midd9. lssq
and that same .has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set. my h~snd and affixed the
seal of said office at CARLISLE, PENNSYLVFiNIA, this ?9th day of November
Two Thousand and Eleven.
File No. 2011-01272
PA File No. - 21- 11- 1272
Date of Death 10/16/2011
S - S . # 143-22-5211
NOT VALID WITHOUT ORIGINAL 5IGNATURS AND IMPR&'SSED SEAL
it f~; l1lt~C~:\ "r~;
Pury
~Aaril n Robbins 610-593-5918
,)ul 091212:~+2p Y
LOCAL REGISTRAR'S CERTIF1CATi01~ OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fce for this certificate, $6.OD
P 17Gu~'`~~~
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wm~ This it to certify that the information here given is
B Of pf'td oorse~clly copied from an origiml Ce~ttiticate of Deati
'r` _ duly 51ed with me us [_ocal Registrar. The ori~ina
~~~ ° certificate will be forwardedto the State Vita
r~ ~ Records O lc fo • nent filing.
,_z C
bfM1 Dt~' -~
Local Registrar .~- Date Issued
F PENNSYLVANA • DEPM7MENT OP NEAI.TN - VRILL RECORDS -
CEpTIFlCATE OF DEATH
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Jul 09 12 12.42p
Marilyn Robbins
610-593-5918 p.3
LAST 'WILL AND TESTAMENT
OF
-,
SHIRLEY G. BOBBINS ~'n
,, ,.
~,.. - - -
_ .
JL-.~ __
_+~
I, 51E1~2LEY G. RO]B]B][N5, of 8 Pine Circle, Newville, West Pennsb~o Township,
Cumberland County, Pennsylvania, being of sound and disposing mind, noemary and understanding,
do make, publish and declare this to be my Last Will and Testament, hereby revoking and making
void all previous Wills and Codicils heretofore made by me.
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon
after my death as is reasonably possible. However, my personal representative need not accelerate
and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more
advantageous to retain or renew and pay as they become due and payablle. If I do not own a burial
plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or
its sole discretion, to purchase a burial plot and to erect a suitable grave :marker at my grave, and to
sums from my estate for this purpose.
All of the rest, residue and remainder of my estate, together with all insurance proceeds
thereon of whatever nature and wheresoever situate I give, devise and 6~equeath to WILLIAM L.
CHURCH, 8 Pine Circle,Newville,blest Pennsboro Township, Cumberland County, Pennsylvania,
in the event that he survives me by sixty j60) days.
;~;
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Page 1 of 8
Jul 09 12 12:42p Marilyn Robbins
LAST WILL. AND TESTAMENT OF SHIRLEY G. ROBBRVS
3
610••593-5918 p.4
Should WILLIAM L. CHURCH, predecease me or die on or before the sixtieth (60th) day
following my death, then I give, devi se and bequeath the rest, residue and remainder of my estate as
follows: ~~~~~~-f,~~~
a. One-Fifth to my daughter, CATHERINE JEAN BOBBINS, of 2 Spring
Lane, North Reading, Massachusetts;
~.
b. One-Fifth to my daughter, MARII.YN ELIZABE'I'1Ei~H~S; of 503
Noble Road, Christiana, Pennsylvania; /'~~~ i~o __
c. One-Fifth to my daughter, CAROL ANN BOBBINS, of 3'39 Taylor ,
Harpers Ferry, West Virginia;
d. One-Fifth to my daughter, MELANIE BARBARA COLLINS, of 23
Garnesu Road, Bethleham, New Hampshire; and
e. One-Fifth to be divided equally between my grandchildren, ANGELA
MELANIE BOBBINS CASE O'BOYLE, BENJAMIN BOBBINS CASE, BRIAN BOBBINS
ANDERSON, SARAHROBBINS ANDERSON,Y.ACHARYROBBINSBERUBE,REBECCA
BOBBINS BERUBE, CASSANDRA BOBBINS BERUBE, and MICHAEL RYDERROBBINS
COLLINS_
4
Any devise or distribution under this Last Will and Testament which is payable to
WII.LLIM L. CHURCH, shall be held in a separate tract by my daughter, MARILYN
ELIZABETH BOBBINS, as Trustee until William L. Church's assets have been exhausted. In the
event that William L. Church's assets have been exhausted, the principle of the trust may be drawn
upon solely to maintain him at Green Ridge Village_ I direct thatno Trustee shall be required to give
or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction.
Page 2 of 8
Jul 09 12 12:43p Marilyn Robbins
LAST WILL AND TESTAMENT OF SHIRLEY G. BOBBINS
610-593-5918 p.5
Any devise or distribution under this Last Wiil and Testament which is payable to any
beneficiary who may be trader TWENTY-FIVE (2~ years ofage or, in thie judgment of my personal
representative, mentally disabled, shall be held in a separate trust by imy daughter, MARILYN
Rz.i7sRETH BOBBINS, as Trustee until such benefeciary reaches TtJVEPITY-FIVE (Z~ years
of age during such period of disability. In the case of a beneficiary under TWENTY-FIVE (25)
years ofage, the Trustee may distribute the entire remaining balance of principal and accumulated
interest at or after attaining TWENTY-FIVE (2~ years ofage. During [he term ofany trust created
pursuant to this Paragraph, the Trustee is authorized to expend and apply so much of the net income
and principal of each such trust as the Trustee shall consider advisable fir the health, maintenance,
support, and education (inc]uding college education, undergraduate atod graduate) of each such
beneficiary until he or she attains TWENTY-FIVE (2S) years ofage, or until all such amounts are
paid out of trust. I direct that no Trustee shall be required to give or post bond for the faithful
performance of the Trustee's duties in this or any other jurisdiction.
I grant my personal representative the following powers in addition to and not in limitation
of such powers as my persona] representative shall hold by law:
(a) To retain all property received including the stock of any corporate fiduciary acting
hereunder, provided such property remains productive.
(b) To join in any corporation, parhtership, recapitalization, merger, reorganization or
voting trust plan; to delegate authority with respect thereto; to deposit investments
under agreements and pay assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of shares.
(c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate
held or owned by my estate.
Page 3 of 8
Jul 09 12 12:A3p Marilyn Robbins
LAST WILL .4ND TESTAMENT OF StIIRLEY G. BOBBINS
610••593-5918 p.6
(d) To operate any business that I may own at my death.
(e} To invest any funds of my estate in any stocks, bonds, notes or other securities or
property, real or personal, without regard to the principle of diversification or any
other statute or general rule of law in his, her or its absolute discretion, it being my
intention to give my personal representative the broadest investment powers possible,
providing such investments do notunnecessarily prevent the prompt settlementofmy
estate.
(f) To sell or otherwise dispose ofany property, real or personal, tangible or intangible,
at any time forming a part of my estate in any mannE:r and on such terms and
conditions as my personal representative shall see fit i.n his, her, or its absolute
discretion.
(g) To borrow money for the payment of taxes or for any other proper purposes in the
administration of my estate, and to mortgage or pledge estate assets as security.
(h) To compromise claims without court approval including, but not limited to, any
controversies with the United Stales of America or the Commonwealth of
Pennsylvania concerning estate and inheritance taxes on any interests that may pass
under this my Last Will and Testament.
(i) To distribute in cash or in kind upon any division or distribution of my estate.
(j) To undertake any and all acts deemed necessary and proper by my personal
representative for the proper, advantageous and prompt management of the
settlement of my estate,
(k) In general, to exercise all powers in the management of my estate which any
individual could exercise in the management of similar property owned in his own
right, upon such terms and conditions as to him, her or it may seem best and to
execute and deliver all instruments and to do all acts which he, she ar it deems
necessary or proper to carry out the purposes of this, my Last Will and Testament.
Page 4 of 8
Juf 09 12 12:~f4p fv1arilyn Robbins
LAST WILL AND TESTAMENT OF SHIRLEY Cs. ROBBINS
610-593-5918 p,7
No interest of any beneficiary of my estate, either in income or in principal, shall be subject
to anticipation orpledge, assignment, sale or transfer in any manner, nor shall any beneficiary have
the power in any manner to charge or encumber his interest either in income or principal, nor shall
the interest of any beneficiary be liable or subject in any manner while in the possession of my
personal representative for the liability of such beneficiary.
I nominate, constitute and appoint my daughter, MARILYN ELIZABETH ROBBINS, as
Executrix ofthis my Last Will and Testament. In the event IiZARILYN ELIIZABETS ROBBINS,
is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I
nominate, constitute and appoint my daughter, CAROL ANN ROBINS, as Executrix of this my
Last Will and Testament. I direct that my personal representative shall. not be required to give or
post bond for the faithful performance of his, her ar its duties in this or any other jurisdiction.
Y
I hereby declare it Fo be my express desire that my personal representative employ Knight &
Associates, P.C., of Cumberland County, Pennsylvania, for legal advice and assistance regarding this
1
y Last Will and Testament, they having considerable knowledge of my affairs, views and wishes
respecting any matters that may arise at the probate of this instrument, the administration of my
estate, arnt the execution of the powers herein mentioned. Any mention of Knight & Associates,
P.C. in this my Last Will and Testament, is my free and voluntary act and through no influence by
any person.
Page i of 8
Jul 09 12 12:45p Marilyn Robbins
LAST WILL AND TESTAMENT OF SHIRLEY G. ROBBINS
610-593-5918 p.8
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament
this ~~' day of f { , 2009.
WITNESS:
~. ~ ~r, 2 I~. l A ~IYL(./IF~U~
-~-
r ey ins
Page 6 of 8
Jul 09 12 12:45p Marilyn Robbins 610.593-5918 p.9
LAST WILL AND TESTAA~IENT OF SHIRLEY G. ROBBNS
COiv4v[ONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, Shirley G. Robbins, the Testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed
it as my free and voluntary act for the purposes therein expressed.
!nt-
r ey s,
Sworn or affumed and acknowledged before me by Shirley G. F;obbins, the Testatrix, this
~~~ day of r t 2009.
U(NuY1AU~i6YEHLYH OF PENNSYLYANW
Noldllal Seal
oay M.;{aiim~hery. Notary Pubic
Mldtl ~~~rea~2 ~~~
MY ~• .
Mambsr, penneylveWo i +aelabon of Notarph '
Page 7 of 8
Jul 09 12 12:~~6p Marilyn Robbins
LAST W7LL AND TESTAMENT OF SHIRLEY G. ROBBINS
AFFIDAVIT
COUNTY OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
5S.
610-593-5918 p.10
WE, ~c~n~j .~, ~'1C~_~ and ~ ~ ~a ~... ~-~~fi ~e
witnesses whose names are attached to the foregoing document, being duly qualified according to
law, do depose and say that we were present and saw Shirley G. Robbins sign and execute the
instrument as her Last Wil] and Testament; that she signed willingly and. that she executed it as her
free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing
and sight of the Testatrix signed the Last Wil] and Testament as witnesses and that to the best of our
knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no
constraint or undue influence.
Sworn or affirmed and subscribed before me by C.~~ ~• ~- and
~~ `I`J 1 C f this ' ~ day of (' ~ ~ _, 2049.
COlf6UON11'kAl.'I'H JF PENNSYLV~ ~~~c7E
n~ seas
oouy nt tenr. Notxy west f
Mddlesex Twp.. CumbetLvtl CauMy i
N;y Cmurisalae DpFes sept 24.2010 i
1lemeer, Ferrsv~-^-'• +-•~^M~•~nn o' NMarlos
\vCuliYcYUU dudWi4NM0.15hnky 119b6iNberwiLwptl
Page 8 of 8
IN RE::
ESTATE OF SHIRLEY
G. ROBBINS, DECEASED:
COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DMSION
COUNTY FILE NCI.2011-01272
I, William L. Church, of 8 Pine Circle, Newville, West Pennsboro Township, Cumberland County,
Pennsylvania, as the residual heir under the Last Will and Testament of Shirley G. Robbins, whose Last
WNI and Testament was duly probated with the Cumberland County Register of Wills at County File No.
2011-01272; and under the authority of Section 6201, et seq., of the Pennsylvania Probate Estates and
Fiduciaries Code, hereby irrevocably and unqualifiedly disdaim any inference under the Last Wili and
Testament of Shirley G. Robbins that my inheritance is to be via an outright distributron; twt rather, the
inheritance which I receive shall be under and subject to the provisions of Part 4 at the bottom of Page
2 of the Last WAI and Testamenrt of Shirley G. Robbins.
It is my irrtent by making this disclaimer to eliminate any contusion under the Last Will and
Testament Drat my inheritance under said Will is to be via the trust set forth in Part 4 on Page 2 and not
to be via an outright distribution.
None of the provisions of Section 8206 (constituting a bar to this di imer) apply.
:~~.~~~
;~°,:
William L. Church
r ~
Dat@: Z--
Swomsubscribed e
this ~_ day of ~_, 2012
Estate Valuation
Date of Death: 10/16/2011 Estate of: Shirley G . Robbins
Valuation Date: 10/16/2011 Account: 7014-7259
Processing Date: 07/06/2012 Report Type: Date of Death
Number of Secu rities: 9
File ID: Shirley G. Robbins- 7019-7259 - DOD 10-16-11
Shares Security Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
1) 106.119 GENERAL MLS INC (370334104; GIS)
COM
New York Stock Exchange
10/14/2011 39.82000 39.25000 H/L
10/17/2011 39.72000 39.28000 H/L
39.517500 4,193.56
0.305 E 10/OS R 10/10 P 11/01/11 32.37
2) 107.549 NAVIOS MARITIME PARTNERS L P (NMM)
UNIT LPI
New York Stock Exchange
10/14/2011 17.06000 16.40000 H/L
10/17/2011 16.77000 16.07100 H/L
16.580250 1,783.19
3-) 1530.419 WASHINGTON MUT INVS FD INC (939330106; AWSHX)
COM
Mutual Fund (as quoted by NASDAQ)
10/14/2011 27.40000 Mkt
27.400000 41,933.34
9) 10000 ALLEGHENY CNTY PA HOSP DEV AUT (01728ACE9)
Financial Times Interactive Data
DTD: 11/05/1992 Mat: 10/01/2016 0~
10/14/2011 92.14300 Mkt
10/17/2011 92.14700 Mkt
92.1450Q0 9,219.50
5) 5000 NORTHAMPTON CNTY PA INDL DEV A (663549JH7)
Financial Times Interactive Data
DTD: 02/01/1996 Mat: 07/01/2020 5.7~
10/14/2011 99.31500 Mkt
10/17/2011 99.38200 Mkt
99.348500 9,967.43
Int: 07/01/2011 to 10/16/2011 83.13
Page 1
This report was produced with EstateVal, a product of Estate Valuations ~
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.
Date of Death: 10/16/2011 Estate of: Shirley G. Robbins
Valuation Date: 10/16/2011 Account: 7014-7259
Processing Date: 07/06/2012 Report Type: Date of Death
Number of Securities: 9
File ID: Shirley G. Robbins- 7019-7259 - DOD 10-16-11
SYiares Security Mean &/or Div & Int Security
or Par Description Hi gh/Ask Low/Bid Adj'ments Accruals Value
6) 20000 CUMBERLAND CNTY PA MUN AUTH CO ( 23061NCP0)
Financial Times Interactive Data
DTD: 03/31/2008 Mat: 11/01/2026 5~
10/14/2011 104.18000 Mkt
10/17/2011 104.35200 Mkt
109.266000 20,853.20
Int: 05/01/2011 to 10/16/2011 456.33
7) 2000 FHLMC SERIES 1303 (3129 10UP5)
Financial Times Interactive Data
Mat: 06/15/2022 8.250 Fact: 0.0 2896887
10/14/2011 115.91561 Mkt
10/17/2011 115.87363 Mkt
115.899620 67.15
Int: 10/01/2011 to 10/16/2011 0.20
8) 420 SOURCE CAP INC (836144209)
PFD $2.40
New York Stock Exchange
10/14/2011 3 4.83000 34.60000 H/L
10/17/2011 3 5.10000 34.75000 H/L
39.820000 14,629.40
9) 4528.72 Cash (CASH) 4,528.72
Total Value: $102,165.49
Total Accrual: $579.03
Total: $102,739.52
Page 2
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.
~~
Estate Valuation
Date of Death: 10/16/2011 Estate of: Shirley G. Robbins
Valuation Date: 10/16/2011 Account: 7019-6960
Processing Date: 07/06/2012 Report Type: Date of Death
Number of Securities: 8
File ID: Shirley G. Robbins -7014-6960 - DOD 10-16-11
Shares Security Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'ments Accruals Value
1) 390.078 AQUA AMERICA INC (03836W103; WTR)
COM
New York Stock Exchange
10/19/2011 21.77000 21.36000 H/L
10/17/2011 21.52000 21.20000 H/L
21.962500 7,298.92
2) 100 AT&T INC (002068102; T)
COM
New York Stock Exchange
10/14/2011 29.93000 28.97000 H/L
10/17/2011 29.38000 28.93000 H/L
29.177500 2,917.75
0.93 E 10/OS R 10/10 P 11/O1/11 43.00
3) 100 BERKSHIRE HATHAWAY INC DEL (084670702)
CL B NEW
New York Stock Exchange
10/14/2011 74.89000 73.75000 H/L
10/17/2011 74.32000 72.55000 H/L
73.877500 7,387.75
4) 35 CUMMINS INC (231021106; CMI)
COM
New York Stock Exchange
10/14/2011 98.26000 95.60000 H/L
10/17/2011 96.10000 92.00000 H/L
95.490000 3,392.15
5) 170 DOW CHEM CO (260543103; DOW)
COM
New York Stock Exchange
10/14/2011 27.73000 27.20000 H/L
10/17/2011 27.68000 26.92000 H/L
27.257500 4,633.78
0.25 E 09/28 R 09/30 P 10/28/11 42.50
Page 1
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.
Date of Death: 10/16/2011 Estate of: Shirley G. Robbins
Valuation Date: 10/16/2011 Account: 7019-6960
Processing Date: 07/06/2012 Report Type: Date of Death
Number of Securities: 8
File ID: Shirley G. Robbins -7019-6960 - DOD 10-16-11
Shares Security ~ Mean &/or Div & Int Security
or Par Description High/Ask Low/Bid Adj'iments Accruals Value
6) 39 GENERAL MLS INC (370339104; GIS)
COM
New York Stock Exchange
10/19/2011 39.82000 39.25000 H/L
10/17/2011 39.72000 39.28000 H/L
39.517500 1,343.60
0.305 E 10/OS R 10/10 P 11/01/11 10.37
7) 404.385 OPPENHEIMER CAP APPRECIATION (683804108; OPTFX)
CL A
Mutual Fund (as quoted by NASDAQ)
10/19/2011 43.01000 Mkt
93.010000 17,392.60
8) 130.7 Cash (CASH) 130.70
Total Value: $49,447.25
Total Accrual: $95.87
Total: $44,543.12
Page 2
This report was produced with EstateVal, a product o:E Estate Valuations &
Pricing Systems, Inc. Janney Montgomery Scott LLC assumes no responsibility for
accuracy or completeness of the information provided, the Date of Death and the
specific securities, which are valued. While we deem this information to be
reliable, we do not warranty or guarantee its accuracy. This service is not
intended to constitute legal or tax advice. You should consult with your tax
professional and attorney to discuss estate settlement and any legal matters.