HomeMy WebLinkAbout04-0986
Register of Wi Us of Cumberland County
Name of Decedent:
STATUS REPORTlJNDERRULE 6.12
WAY /fie f{ {)H R B II U (; 1-/
Date of Death:
I - 0/ - 200'1
Estate No.:
;)/ - o'l-r$~
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, 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 0 No .IZl
2. If the answer is No, state when the personal representative re onably believes that
the administration will be complete: tu;~;n a :r' /~ //1,. '4A'o.n
3'. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
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 U No U
c. Copies of receipts, releases, joinders and approval offonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report
t/~~./~?
,
Date:
r,/2/bG
.
Signature
Ch4rks E Sl/~ Lit:
Name
Address
, ~~tt5erRd/JlteAlU/lC5)J(~dj J h' 17oS'5~
/
7/7 -7~" -020 i
Telephone No.
Capacity: QrPersonal Representative
p COlli"1Sel for personal representative
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of ~d//y~/~ l(9~,q~'~ll6t/
also known as ]4),4YAt~r ~. ~A/~l~At
Deceased.
Social Security No. I..5'~- ~q- ~t38'.~
To:
Register of Wills for the
County of ~sttm6~e~/,c'~b in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitionerO0, who is/a~e 18 years of age or older, applits
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in Cu~J~er/~t/ Co~?~, Penne~lvania ~
h,~ lastfamdyorprlnclpalrestdenceat 12~ ,,9/, C,~II Z>~.; /l~e~a~ld-~'..~,~ ~i, ~ .
(list street number an~unicipalit~y)~
Decendent, then ___7_L. years of age died ,//4/)/ // ,-~gr ~m~t ,
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: ~'~.~e~,.r~? /'~'e~a/~ a~' /a~,~ '~en~
Petitioner
the following spouse (if any) and heir:
Name
after a proper search ha,5~ ascertained that decedent left no will and was survived by
Relationship
Residence
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF C~-~v-~__~-~_~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the
statements in thc foregoing petition are truc and correct to the best
of the knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
Sworn to or affij[n~ijand subscribed [- ~,~
No.
Estate of ~,×":~x~,
GRANT OF LETTERS OF ADMINISTRATION
,Deceased
AND NOW G ~-~3b~3 ~ ~ oQC~ DC~D4 ~_.___, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented beforg me,
is/are entitled to Letters of Administration and in accord ~ith such ' ' * ' ' '
fin&ng, Letters of AdmxmstraUon
are hereby granted to ~\0%~ Ix3 ~r~c~ 0~ (',37~, fl~ ~c-~
(3
in the estate of
FEES
Letters of Administration ..... $lq
Short Certificates( ) .......... $
Renunciation ................ $ .% .tS~
TOTAL __ $. q~'
Filed .1(~ ;x~..c?..~ .~.c/ ..... A.D.
Register o f Wil~0~- ~ ~.~--3~
^xro~m¥/sup. ct. i.~. No.)
ADDRESS
PHONE
RENUNCIATION
In Re Estate of ~
To the Register
Thc O~dersi~ .m~d
County, Pennsylvania.
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to ,J~/~N /,v'. /~/~,4U~H
WITNESS
(Address)
WEST VIRGINIA DEPARTMENT OF HEALTH & HUMAN RESOURCES
BUREAU POR PUm~C HEALTH- WTAL RE~,ST.AnO.
""VS~C~A.S / MEmCA' EX^MInER'S CERnF~CATE OF DEATH
ROOM 165, 350 CAPITOL STREET, CHARLESTON, WV 25301 0 I 0 2 7 L~
159-24-4383
r~ ~,o~ YES
CITY HOSPITAL I MARTINSBURG I BERKELEY
~'~'~ ~'~" ~"~ .... ~ TRANSPORTATION
WIDOWED DISPATCHER
PA CUMBERLAND MECHANICSBURG 1223 MITCHELL DRIVE
Form VS-002(Rev. 6/92)
WALTER ROHRBAUGH I HARRIET !'UNKNOWN
JDHN N. ROHRBAUGH I 107 ESSEX CIRCLE, STEPHENS CITY, VA 22655
[] ~..,,~ [] c~'"~'~r' MECHANICSBURG CEMETERY MECHANICSBURG, PA
STATE COPY
0234098
STATE OF WEST VIRGINIA
This !S to certify that this document is a true and acr_~rate reproduction of an
ofhcial record, or the facts abstracted from an official record, on file with:
V~al Statistics
Bureau for public Health ,
west ~v g~r 'n a-Department of Health ,and Human Resou,~ces
Charleston, West Virg n a.
Ga~ L~ Thompson
State; Registrar;
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Wayne H. Rohrbauqh
Date of Death:
07-04-04
Will No.
Admin. No. 21-04-0986
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 ab?ve-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: within 6 rronths
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. 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 No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
(J&~8~~
Signature
Date: 01-20-05
i.l_
C' (/~
In
N
Charles E. Shields, III, Esquire
Name (Please type or print)
6 Clouser Road, Mechanicsburg, PA 17055
Address
c .'
;;..~
"-
'---":
-/
,
G~
C')
( "
u.:;
c.:
0J
,
i:;-I
_~J .:c:,
eli{:'
B~-;
()
(717 ) 766-0209
Tel. No.
~,'
L.r~.t
C~)
=
c-,
Capacity:
Personal Representative
x
Counsel for personal
representative ~
(MAH:rmf/AM3)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Wayne Rohrbaugh, aJkJaJ Wayne H. Rohrbaugh
Date of Death: July 4, 2004
Will No. Admin. No. 21-04-0986
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
January 3, 2005:
Name
Address
John W. Rohrbaugh
Michael P. Rohrbaugh
Kathryn J. Rohrbaugh
Gregg E. Rohrbaugh
107 Essex Circle, Stephens City, V A 22655
4398 NE 16th Avenue, Pompany Beach, FL 33064
11 West Green Street, Mechanicsburg, PA 17055
1223 Mitchell Drive, Mechanicsburg, PA 17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: January 3, 2005
l..J...
00:0
l,..U_l
2~
LI._ L!
OC)
a.-r"
'4-' ;". ,
CJt--::::
c.. (~/,
86
Ei:!?l:!
=c
a..
I.r)
I
;;:e:
~
""
=
=
'"
I.r)
o
~fl/~b
CHARLES E. SHIELDS, III
6 Clouser Road
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
"
-
~'~,
f-- c.::
cc "
=Jr-'
~t-'",'':,
00.:
~r./)~-
E5:c-.::.
--1 "'? c>
U:;r>.
Q~'
ct:~".
O~
-,
o
)-
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
rnARLES E SHIELDS III
6 CLOUSER RD
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
261
3/21/2005
lohn W. Rohrbau~h
21-2004-0986
vz
MEa-IANICSBURG, P A 17055
Qty
3
Fee Description
Short Certificates
Fee Total
4.00 $12.00
Total:
$12.00
,
t
Checks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
April 5, 2005
Telephone
(717) 787-3930
FAX (717) 772-0412
Charles E. Shields, III
Attorney at Law
6 Clouser Road
Corner of Trindle and Clouser Roads
Mechanicsburg, PA 17055
Re: Estate of Wayne Rohrbaugh
File Number 2104-0986
Dear Sir/Madam:
This is in response to your request for an extension of time to file the Inheritance Tax Return for
the above estate.
In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for
filing the return is extended for an additional period of six months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However, it does not prevent interest from
accruing on any tax remaining unpaid after the delinquent date.
The return must be filed with the Register of Wills on or before 10/04/05. Because Section 2136
(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be
granted that would exceed the maximum time permitted.
/)~incerely, ,(. ,'. "
~~/~!f~
Claudia Maffei, Supervisor
Document Processing Unit
Inheritance Tax Division
I,;"
s'<
q...
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
I
Bill To:
a-IARLES E SHIElDS III
6 ClOUSER RD
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
392
6/7/2005
Wavne RohrbaUl!h
21-2004-0986
vz
MEaiANICSBURG, PA 17055
Qty
7
Fee Description
Short Certificates
Fee Total
4.00 $28.00
Total:
$28.00
Olecks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
October 26,2005
717 -787 -6677
Charles E. Shields, III
6 Clouser Rd.
Mechanicsburg, Pa. 17055
Re: Estate of Wayne H. Rohrbaugh
File Number 2104-0986
Dear Mr. Shields:
The Department has been advised that the above-referenced estate is
presently involved in litigation. The Department will suspend further activity on this estate until
October 26,2006. You are required to notify the Department when the status changes or the
extension date expires.
If you have any questions, please contact me at (717-787-6677).
~
Sincerely,
~
Emerson Luciano "'-----
Inheritance Tax Division
E-Maileluciano@state.pa.us
FAX 717-772-0412
C.
L..Ll .__.
<;).
U"'
I.n
L.L
L_~_:
(_.) ~--
(::)
C"'.:
tr",
t~:-:-_~-
C:::'
c'.'"
Rt.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17013
RE: Estate of ROHRBAUGH WAYNE
File Number: 2004-00986
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 is due by:
7/04/2006
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,
~L~J~
01:en~~ ~a~nc~ St~~sba,,~h
U....L J..I.\...AGi.. J.. ..L.J..J.."-...L ..L.Ci, l..A':::::IJ..J..
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County- Register Ot Wllls
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
ROHRBAUGH JOHN W
107 ESSEX CIRCLE
STEPHENS CITY, VA 22655
RE: Estate of ROHRBAUGH WAYNE
File Number: 2004-00986
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 is due by:
7/04/2006
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,
.~~#~
Glenda Farner St~asbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/31/2006
SHIELDS CHARLES E III
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
RE: Estate of ROHRBAUGH WAYNE
File Number: 2004-00986
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 is due by:
7/04/2006
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,
h,./ ~(p~/#~
Gl~rner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
".
...J
1505b0410"+6
REV-1500 EX (05-04)
PA Department of Revenue '*
Bureau of Individual Taxes
Dept. 280601
Harri$burg, PA 11128-0601
ENTER DeCEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECED~NT
OFFICIAL USE ONLY
County Code Year
File Number
Date of Birth
Decedent's Last Name Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Infonnation 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
_ 1. Original Return
c:::J
2. Supplemental Return
c:::J
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:::J
4. Limited Estate
c:::J
c:::J
c:::J 4a. Future Interest Compromise (date of
death after 12-12-82)
c:::J 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:::J 10. Spousal Poverty Credit (date of death c:::J 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
JL
8. Total Number of Safe Deposit Boxes
-
f--"'o,,)
c::;,
,~
.......
):<b
--tl
.::::0
f\v
-&:-
-0
~"'~
Correspondent's e"mail address: bed me-res ~ epi X . net g;
Under penalties of perjury, I declare at I have examined this retum, including accompanying schedules and statements, and to Ihe besl of my knowledge and belief,
il is true, correct and complete. c alion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG NSIBLE FOR FILING RETURN DAT
C~ VA ~~'5~
DATE
tt/Z.3/()1
, ,
Side 1
L
15056041046
15056041046
-.-.Js
"
.....J
'1505b042047
REV-1500 EX
Decedent's Name:
RECAPITULATION
1. Real estate (Schedule A). .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
,2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2.
3. Closely Held Corporation, Partnership,or S9ie-prpprieto~il> (Sched\J,l~ G} ,,",' , ,~,
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
6. Jointly Owned Pr~perty (Schequle F) c:;:) Separat!!' Billing Requested. . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:;:) Separate Billing Requested. . . . . . .. 7.
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8.
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . .. .. 11.
12. Net Value C?f E~tate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . .. . . . . . . . . . 13.
14. Net Value Subjectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. 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 .OCL
16. Amount of Line 14 taxable
at lineal rate X.O<<
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable'
at collateral rate X :15
15.
16.
17.
18.
19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .'. . . : . . . ,. . . . . . 19.
\
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
c:;:)
Side 2
L
1505b042047
1505b042047
.....J
REV-1500 EX' Page 3
Decedent's Complete Address:
File Number
,;21-1) '1- 9 ~6
DECEDENT'S NAME IT, /(()II~SAu, H
WAYNE'
STREET ADDRESS
1~3 hf/TCHEtL ;;pet,E'
CITY /HEt!NAA'ltS8UIf{; I STATE ~A I ZIP 17fJ.>a
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Paymenlll
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
o
o
o
o
Total Credits (A + B + C ) (2)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
D
Total Interest/Penalty ( D + E )
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.
(3)
(4)
(5)
(SA)
(5B)
o
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
o
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
o
o
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did de~dent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D 00
c. retain a reversionary interest; or................................;...:.....~.:............................................................................. D KI
d. receive the promise for life of either. payments, benefits or care? ...................................................................... D ~
2. If death occurred after December 12, 198.2, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. ~ D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D IXI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 00 D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before Janua,ry 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [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 zero (0) percent
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (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 beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the deceoent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1p02 EX+ (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
R f) Hit SA taJ f./, /fJ /I YAlE
I-/,
FILE NUMBER
.2/-~'1- '1i~
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
D~eE'J)EN'" PJeJ/lII:1> ,4# A-L.L.G(;eD IN rsetsr /AI;eerl
PSTA- 'IE SIT'JI/Jre:- AT 1223 IH/m#€/..L. .l>tell/e,
/J1 E' eN If All t5 IS/(I( ~ .I C tl If! (j Ple LAA! () &;U N~ ,a,l/.
#lIS IAlre-,,(!ES-r ~~ .A-SSEl2TEt) oN ~~~F
t!?t:" {)E(!.E.!JENTS STArE' /$}I 7#e- (!.e;-"tfj)IJ1/AI-
IS r/l./t ~Rs of 7H€" E57>>n;" #s #()J"BeSE
{!.LA/I'J//fAlTS /N ?;V€ $.4A/K,etl~my (],HE t:'F
QU=6(;. tW~ I7AHl/l- ter;N/C8/1-U~1{ eASF ~~
,
/ - ~.5 - 0 S' f 7/) - /J1./);::: / &MiK /j' II ,0 rc! Y ?'.2II.r~
"
/H/f-,(K//I,v SU;19of)/~ .ESt;. 7-4'e 5TA-rG
/V~ ~R.ESE/l/TEt::> /AI 7H€" /k.#774:~ 4y
~k/i.5G:lS t!#/lTJUiS E' ~/CZi:>S:or :J$HES
~
YtP/JIES (r/A/~ L!J4.A/keHP7(!'y ~/T/6A-7l1!)A/
(L)ttN.5€Zl ~tJ ~r '&6-E2r(6G'~/N'~
~/f/ll~~J{,lJ7l!Y /L 17/~..4771t?4/ t211/YSR.)
/i-5 4- /tE"Stltr OJ!: /W'E S4-/LJ ~A1 ,t7LC)c
AN.iJ ;P~7le/Iar€tJ L/Tl~,4.7?~AI.. /1 ~H,er-
~Ma!.Id) /}fnJ/A-77/)# C!.eIf/FC72l:W(!t ~-;[) ~ A-
S7/tPt1~A7/~/J/ #y RtB'/cw 7Ns- ~?;1/-~
W~ ~kJ,{.;ef}S) ,.zc26//)t)tJ~ /K) W'h'/~ Stt'Af P/~
'"
,4,<7,4;toJ"nJ tBY 7.<1€ &<</27:
/fIJ.lJI7j'#Ai PE"7/H~.s /heF Av/4-ILR-atLE
7P 71IE" ])dA-/2771/Bl/T t{//11'# ~tI E5 r:
C5E~ ~65~IYIl8JI~ 4#11 Cb,Py f ME!!/<
II-- 7'7/It!N E""~ ).
VALUE AT DATE
OF DEATH
~.
:2,(p, 000,00
TOTAL (Also enter on line 1. Recapitulation) $ ,;(4,/ t'JOO_ 00
(If more space is needed, insert additional sheets 01 the same size)
.Adt ~/~tr,6
THE LAW OFFICES OF
MARKIAN R. SLOBODIAN
# /
/
1S
801 NORTH SECOND STREET, HARRISBURG, PA 17102
MARKIAN R. SLOBODIAN, ESQ.
ANDREW R. EISEMANN, ESQ.
June 6, 2006
VIA CERTIFIED MAIL
Charles E. Shields, III, Esq.
6 Clouser Road
Mechanicsburg, P A 17055
Re: Gregg & Paula Rohrbaugh
Case No. 1-03-05970-MDF
Dear Charles:
Enclosed pursuant to the Stipulation in the above-referenced case is a check in the
amount of $26,000.00 made payable to the Estate of Wayne H. Rohrbaugh.
Thank you for your assistance in this matter.
Very truly yours,
~ ~'^---
Markian R. Slobodian
Enclosure
cc: James K. Jones, Esq.
MRS/jlh
Da.te c 06/06/2006
$' '****'**26 ,'OOD:'O,O .
---Twenty-Six Thousand Dollars and 001100
Pcir~::~~ Estate of Wayne H. Rohrbaugh
clo Charles E. Shields, III, Esq.
6 Clouser Rd.
Mechanicsburg PA 17055
~4v'-
Markian R Slobodian, Trustee
.:: 1.:r.,..t"'J:aI:I~'I"tllh'jl:li'..It:'I~."'I"""""UI"':..I'l:IltI'.'.'&'/.'.:t:h1jf.UI;W!II:iI.I....'...'......,i"et......'..,:tY
"'~~\"""~
~, ~.... ~'-'."'.'.
~'rllro-~\~"~~'"
"f 'l...".~'.'.'~.'~ ~
~ ~ , ,.." '-,'. _cl';"'So~' -~
~~J~\H_~~~~!i "~n?~1
t' iOO~:IIT~~:~~~~~-=:~~
{-1:IIJ:l~~",",'hlo:r~'1 0'
~~~,R~~
:111~jrL:BI~i I~ IJJ:JJ.~':I:~
p Ll~:=" ~~1 ~~I~
THE LAW OFFICES OF
MARKIAN R. SLOBODIAN
801 NORTH SECOND STREET, HARRISBURG, PA 17102
MARKIAN R. SLOBODIAN, ESQ.
ANDREW R. EISEMANN, ESQ.
June 6, 2006
VIA CERTIFIED MAIL
Charles E. Shields, III, Esq.
6 Clouser Road
Mechanicsburg, P A 17055
Re: Gregg & Paula Rohrbaugh
Case No. 1-03-05970-MDF
Dear Charles:
Enclosed pursuant to the Stipulation in the above-referenced case is a check in the
amount of $26,000.00 made payable to the Estate of Wayne H. Rohrbaugh.
Thank you for your assistance in this matter.
Very truly yours,
~ ~^--
Markian R. Slobodian
Enclosure
cc: James K. Jones, Esq.
MRS/jlh
(717) 232-5180 FAX: (717) 232-6528 LAW.MS@VERIZON.NET
, _w.:"., '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
a oH R 6A fA GH, fA),4YNE J./.
FILE NUMBER
::2-/- 0 l/ - ;;,,~
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
!J..
VALUE AT DATE
OF DEATH
DESCRIPTION
sk Ct>MtH-I1I A-~e,re Shc../<
J',J.,.. 2. 2tJo4 h; "I:J..'~ 10 ~~.'D] _
I.IJ~ L' , I ., 6.JJe. == ~.o8 )< r =
1', ~t 200,/ .,. '2..01 0 1.~8 .
[PIt.Q.~ t'lDtt. ~ ClJst of -Iru1S/1c,J.,'I'IJ ~;s sha.re a. c.c.DrdvJ-(j
1z, Ct>MfluSho..re LUou./d be. 1, S.IA . TJ1R.~!r>te we. hfA.VL
~o..r~eol 1+ a s net zero tor l>u.r o...c.eolJ..rJ.I,''Y (jJ<<rpDStS
OuWIbIl1.st ~urieJv'e.s J,..d- (),.t-e tnlt.;.,~;n;~ ---J-&. ~c.e. vlilu.Lj,~1t)
nel"e J.
~
;2. 08
I \ 6h. A T ~ T
:J ~ 2, 2Do4
r '411., z.o04
&t\.\M.D11
h; ~".11
h.f
. '2'1.21
1:
ID..231 ,J
.,; 8.JJe. ::: ,j 'I. / f) x / / .:::
lo~v
~
dlbS; /0
J. ~of s~. CoIlll.rv\D~ v'E:RIzoA! rtoriW'erb ~1IJ'w\ d &u fr.Tf..AAlr,e)
h; -"3b.30 l' ] t 1
.:r ~ 1, 'ZOoC/ 10 35.17
'03",1'1 I ~ aile. = 3'.o;t x 308 = 1/10'11./-.'"
3~ fo, "lee. 'I h; o 35. "3
'/. 7~ st CotnlMt1 LUC!.EN7" TE~IIIVDLOr;./IFS, /4Je..
.J~ 2, ~'I h; ~3,S' \0 ''3.3~1 · ? ~S ::1...1:(,
h' 7f . ()J/e. ~,Sl ,.:7-:1.. =
:::r ~ to.. z.ool.f I 3.{pZ Ib l' 3.SD
TOTAL (Also enter on line 2, Recapitulation) $ I / J 'I if. () ,
(If mnrp <:n~r.p i<: nAArlArl in<:Art ~rlrlition~1 l'lhAAtl'l of thA l'l~mp. l'li7P.\
. REV.l508 EX' (1-97)
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~ of! If 811 tt G 1-/1 NII-Y Ale.:
FILE NUMBER
fl.
2/-041- 7?~
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2,
3,
f;
s:
DESCRIPTION
VALUE AT DATE
OF DEATH
~
;;;'0 $i. ZS;-
:r/tltl~Al17;,eY()1= t!R;/LJ reJTS 0/= tVA-LLeT
(~ ~ Dt hvutb'J #/fluk.J)
(!./7/'ZE#J ~II-NI(, S4V'Izf'! kJ. -# 6, :ltl()- 853,1.7()
-:r: nt', A-(!er. Ii ])..0' D.
(St:.e l1t~kl/t?11 ~fler ~hI ~'1"ren.5 AfIllc4u/)
~~va/ IEJrI'r!S.s E/Itf/Dyee /tpSiDH fJk ~
C"-wr,,/t;t e~fr ,'cr..
~t)JcJ Fo,.
~
5, 835'.9/
~.<J()
1":1.7,
1&"
~ ()oa~{)
TOTAL (Also enteron line 5, Recapitulation) $ /0; IPS. 32..
(If more soace is needed. insert additional sheets of the same size)
~:E Citizens Bank'"
525 William Penn Place
Suite 153-2618
Pittsburgh, PA 15219
September 3, 2005
CHARLES E SHIELDS III Esq
6 CLOUSER RD
MECHANICSBURG P A 17055
Estate of WAYNE H ROHRBAUGH
Date of Death: July 04, 2004
SSN: 159-24-4383
Dear Sir:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his date of death.
The decedent had 1 active account at the time of his death and he had no Safe Deposit Box.
For TI- or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 1-888-999-6884
t>Jjp ~MJ
Phillip Lynch ()UVJ VV ""\
Operations Services
1'1 Citizens Ba!nk'~
Account Number 6240-853270
Account Title WAYNE H ROHRBAUGH
Date Opened 12/2412002
Account Type Savings
Principal Balance as of DOD $5,835.91
Interest from Last Posting to DOD $ .40
Account Balance as of DOD $5,836.31
YTD Interest to DOD $25.78
PATIENT VALUABLES ENVELOPE
.t.-
THIS FACILITY CANNOT ASSUME RESPONSIBILITY FOR
ITEMS RETAINED IN YOUR POSSESSION. PATIENT UNDER-
STANDS THAT BY SIGNING BELOW, HE/SHE IS AWARE OF
THIS POLICY AND VERIFIES THAT THE ITEMS LISTED
BELOW AS INVENTORY ARE CORRECT AND THAT THE
ENVELOPE HAS BEEN SEALED IN HIS/HER PRESENCE.
'\
CURRENCY:
4.
5.
6. I '-
7.. l-
B.
9.
10.
11.
12.
'r
13.
14.
15.
/ II
....:;:..jt"l'-
'~-.-~:.
~ '
~!~1Jfl1
I~
'8'593'85
NAME __
ROOM NO. .'
ROHRBAUGH, WAYNE
V001218483 REG ER
10/29/1932 71/M
BOYKO MD,MICHAEL J
No Family Physician
M0179655 07/04/04
HOSP, NO_
PHYSICIAN
DATE
CHECKS:
f
,-KIO
:S~ / / /
(/ HOSPIT~'~~TIVE
/-.. . -','DAJ'E
. '7
(..1 _-"t.."';:"'~r
,..-' N"":j
CA. " '/'/~'-7
i
REV.l!119EX'(1-97)
'*
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF /(Of..lt2.I3AU&I-I, WItYI/I~ II.
FILE NUMBER
,;? /-0'1- 9t!6
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
RELATIONSHIP TO DECEDENT
A. JoHN bJ. I?DHRBA()'~!{
/ b7 ESSB'X CIR.et.G'
5/EP/Ytn'S t!./T~ }/A. :{ ~'5~
<5aIII
B.
c.
JOINTLY -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar Identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. '* {jEll!.O ()MMU/JrTy Cl!S)IT UJ.}IDIJ Ac.erS!
(aJ ncer.~. 7'" D7' I S/l-YIN(;S ~ I, /7'1. .2f ~t, ~7: /1{
(h) !fat/. AlP. p{" '1,a 9()" SA-J'INt:.S ~ So'3 .5Z>~ ~ ~ .'2
(c.) ACt!:T. Alo. o "f/39o I ~HE~/(I/"6 0>1If,fJ.w..
G/Vr , 'K 1''1.. s-S' S?>~ S'
1f~~78
1\ CJrM> /4./JIS"'flA..,D12 . ..JOliN tJJ. hl1l1.8AU&/:
BGtJ~YE5 7JlESG ~ I4iL. ntlhlJE
jO/hr A-T ~~ /!(b()/II.7 7H6 7/m€
HIS FA-~" ~e- "l)(R!Ii()eN T 11M A
sr~~ 71{1.5 If)f/lft../) .&E /hfIIt.Rf;X.
I y~ - 2 )"F/MS /JEFrJRE ];J..o.l:>.
TOTAL (Also enter on line 6, Recapitulation) $ I, 03 if. 51
(If mnr" "'n::II~" j", n""rlArI in"'Arf ::Irlrlllinn::ll ",hAAt", nf th" "'::1m" ",i?,,'
REV-1510 EX. (t-97)
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF /J_
ICPI! R /j 1,." ~H ,
IVII- Y III ~ 'I.
FILE NUMBER
j..;-o'l- 9ffo
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 PROPERTY
lNa.UDE THE NAME OF THE TRANSFEREE. THEIR REIATlONSHP TO DECEDENT AND THE DATE OF TRANSFER.
ATTACH A COPY OF THE DEED FOR REAl ESTATE.
ITEM
NUMBER
1.
aFL Co f.DMIKLUIlI'Ty WDI-r UNION It~r:
I.teR
-2.
(; I r:r IVI 'PI'A' JMlE Y iEFl9-/( ~F ]). D. .1>. Ib
(}~~6. R.IHII4H~1f
t IIYF'I'J /ff)"fE : 7ild C1UitJ/t t!L.Glf-IU:""7) nt~
CII/?(JKIN6 Ifeer: /frr~ 7h'E]), P. 1>, ~
1.5 77IBl€P()I2!f ilS re-"D /Ie A L./IlI/f" Jrt/JI
~A' S eJ.IE"D. r..
%OF
DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
VALUE OF ASSET INTEREST lIF APPLICABLE \
~ It
3, Sio. 38 , 00 tD - 0- 3,Stfa.3~
~ ~~(), DD (.
.3,000 AR'T ZBPL;
TOTAL (Also enter on line 7, Recapitulation) $ 3, S- C'~,,3 3
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF,O B II LI
.,oHf( ITlAGnJ
.
REV-1511EX -11-971
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
;2./-tJl!- ji~
{;JII YNE H.
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
B.
1.
2.
3.
4.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
It'
Name of Personal Representative (s) .Jo HN w. ICDI-l (( l3 A- M firH
Social Security Numbe~s) I EIN Number of Personal Representative(s)
StreetAddress /~7 ESSe Cllfa(.~
City S7G/lIIEN'S t/ry
Yea~s) Commission Paid: loo-:f
f: CHlfllLes F. SH/~S or IS H50 SE'AJ/ING AS Cc-.4J>/HIIVIS71t!IIToR "
AttomeyFees (J/-IIf/llGS E. SHIELDS 1iL, E'S{jj. (.sEE::!E/'. SIl~GrA7r~'I#t)) I Cf,'f17.tff;
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) I'D 7'.It'L DF AU ,dA~ ~~ !'.
Claimant c; A!€ GG /2IJH fl8IJ.U6H 3, Sf)O, b 0
Street Address I ~ :Z.3 1J1/7aHG7..t. Z/A!!/J/t:
City /JtECN/fAllc-S 8tt"e(;. State /,1'1 Zip /7DSD
DESCRIPTION
FUNERAL EXPENSES:
/YJ )lE"~S FulJEtelH.. Home: oF" /U,€{},t/AN/CSBk,RG
State
V'A
Zip ~ :21. sf:
Relationship of Claimant to Decedenl
SoAJ
Probate Fees fJ.Mi or~;"tt.1 iss Uc: of short certifr'co..fe.s
5. Accountanfs Fees
6.
7.
5',
'I.
/0,
/I.
1:(.
/3.
Tax Retum Preparer'sFees ,Floyd FahnesToc.k I 7~ A-cc.o"nto..nt, fr". slra~M
t.I'\i ~ oJ .b~ w , s~Uf5, 'tl &fo , 'otH&, PI\- LH , lti.. (e~ h'tk.)
Cu.lJI~Ia.nJ [..A..uJ JDlArnDwI A-dllert/siIJ3
Co.r/;s/e Sen-ni1el A-tAtle.rt,"SinJ
fI~t'sfet" Pi IJi//s ~ Short Cerf/~'ca.l-es
A '~'h"lIa/ 1/'6/'..t, .fee
;://,'''/ J(!.~p,u,61
If.tI,(/j,'ltal sh,,,t cer/i'hiAlb
41//;"1/111/ skl't t!f.rt/h'c4/i.1
AMOUNT
,..~ 79~.()O
~
d 2,()/). ~t:)
I
,
V tf. "0
~
'-f 50. f)()
,
7 s: DO
fllS".2.S"
"I;t . 00
" '1 ~ .00
it J o~ f)f)
"-
'/;? i. 00
.2 1, Of)
TOTAL (Also enter on line 9, Recapitulation) $ S ~ 531, 15:"
(If more space is needed, inserl additional sheets of the same size)
I
I
IP,w,€ 2.
iJE="67: pp h;;(/<t3I1-"G~ tv/lY/fE /I. :U-o'l-9'Jtt6
..5MEt> 11
. .____.___...____ M" ___ ._" __u_.________u __._.___.L_7-.I':_____..~_______.______ _..__m.______________ ..._-+.......____..__ __~__ .._____ _______._____________ .... _._.____._...__.__.._.__.,____~___..~_____~_____._.__... ,_.
-----------L'i----lfIul-lir~A~~.. --=_~:6JL___$&/;lil~5_~d~_dWi-~______.___~~~_'__~f?~______
_______ ________l~_I__ ,t~'" 'I!~/)41_ ~ ~_;h~~~s.______________________.____ ' ~. ~o
____________~. i__~rJe~--$ DLrltA'_~__~~~& ?ff ._~~--;~~:;~~/~~~~~~=~=-~-~
~_______~.d;;,'d At4JT~ ~~, e4.+j..,_~-<Lu.//.r'_~-~.-_!I..fI. 5lJ _
______._m__ _____LZ!-_T~~_&~.!L____~ 6/L._cf/1,e ___~A 1_f._T _~~k_____.______________.___ ~~~ ~_______
_____--11:.._ __/rld:1~IJ~I;I1__& _.N:l__~__~I'/~_..s~~________________~~ ~a___
u____._____L!'-__~_~';~_~__~f2~~~1e _______________.____________~ ~______
____________~~'_ _ F:!:~'!7- ~~_ t-_ R~~-ijv, ~~_____________ _________J.s:: ~______
,
--~~--~--
.-.. ~---_.._-_.__._----------_._--'-------------~._-------------------
r n_ --
!'t 77i1-MAG1II7 ~ SC!HGl:> 1(. (fJ~ I)
EST: f);:= ~/I/l8AJl.H UJ/l-YIfIF /I. ::Z/-ol/-l1c:PiG
_ _ ________.__.________.______u.___L_______.__.._ _______.___._._u_.___u__.._.___.________________.____.__u____uu.___.______
~_____~____f"!!V~/!.$__E.~_s._un_~~___??(.~__~J" __~~~ ~~______________u_
______________ . ...____~__I2~u~ ~!!!Af'__lt!~__!<l~~LJ1 q)'!.~_~_~t!(___~_u_h~ ~I'_____________
__u__U"__U_____ -~.L-rl2ll>~;o/-- A~_' Ml.r _plrUl'~--~-'-~~~d.~?--~-~d-L-!?l!:~----_---u--uu--
___._____ u___n____u_u_ Ji~~'_J.__~~~_~,'_!~~A_/-~~/--Lflk~Hf-i ~L-h.J1..."r~!{~l-----.------_.--.-m_-
____________ _1bI/JM.1"eJ( ~ ~______1ftAll)!--~/I{e>fr ~U:/.._. f!:~__/~~M e ________.u____
_______n________fi/;L/L~!._~I$t__t'hJ,i4rfl~~~~__~_u "'~J'_ h~L_u/4A~q:~k_/!.-u~--_- ..___
________.____tt._111t4Il/;iH~_~flr;; _!!,,~re /]tAt:U _~ _~~r___!:..~~1!~_______u.m_ ______
__u________. ;1L~__b./ILeJ"hut_4HL~_tt~Ht__~4nL..___~_C!!I1J/p-J!-4;Jt:;~~-----h--
__________ j!!)~r I< ;--f:kAA't;t---/e/t--~AI~ifL"--~ ~__c:l.e~ /red__~--_--_-------
----u-U----j-Il~1f_ .~&r.___d /t.f..$-/_~__..RtIe....L'e__._/~~tI~.s_ 4~ ~ de~_t;r;;k4______
---- ____u_ --t!Iftll!./~-mtL //t/Mt u~.L!t.4AJ-.-eJJ_tU.Lo/__LI:2_":/;;~M__uu__
_________llLi&_ :t/1/Jkr~I2--a;ft-~1t.ri--~/')#--J;I~r-r_~.Jf u ~,.,_______u__
--"______ut&_..a~7-...&--/~Mt!:L..--~-~li--:.-6 ~_~~il~'--k....skJ.rJ1J----
-~u.~ckL~--A-~~IJfU/L..~&__e.f~i9'_~~Gk.d ______._.______
_____u___________u_ -----u-LLb-fIlb..~h __&.ltLl.gL__U/~5 ___~i~il1~~_ ht ' -l&---t2f!L~ttb.L-----------
_________u 4__Ji1J11tL#M..5~_p-/......_ ~ dL~~J:k,~t__u~$___~_____u__
___u__u______._____Uu ..-CA~t.~___~~d/d4'~__~_~u--~rd~-~ __&__e..(f~_,,-~~---..----------
_______..________~u___ItJP _u(}tpl':"e~_n_(!I._&_uk6j.~u;f~~~-~-u-~~--~~-u------________
u__________u_....__.______ u_a.2._t:i____~-~L/1L~.P;j;L__h!Llh:u_u_;!.t:d.~__~,{~~~~-~-.~_~_____u____
__u__.___u______m.__.___u__ -&-LiP~--~~/~1f-. -e~~f!.~u_~.__td.IJ_L4X~ll~~?-@-~/l.. .-.--___
...- - ... ....-T~&/.CL~~~..L'~ FYIi~h . /:f!.~.../~&/J~,-'.q'~,^",,1:7 /~-___ - ......
___u._ _uu______ -i--d!t:S!..4/'r:.~-'-----fl~Lt~!..---ult: _ #t.u_(6;Z.i___~--~(l_$"~~~~~~u ___
.. _______J -t'kI1t2@-.g~/Ptf_~--.~~Il4e./~-~Cl!'.-&t:I4.,tft _u~et;:..,. _____u..__
__uu___________unn__._h__ __~_ .__fi.??__Ji1_(!._UI'r~_. ..~_u___~_..._I/t!lI:XP_f{~_ ._ __~t(,.IJ~!.....~..___u__
---_______________t&/~r.-- ;11//6 f:.ql4t"..c.t2lr:..r.tUe___R.$".. _ utfu((~JP.~'____ .
\
A 7f/feIl/J1EA1T To SCHa; I/. (~tt.t;e.2.)
_~Sl__~F__~llil1A:tlljfl-)~rA!EE#._
______ d__________ _~.7l!__ljf(!!P/'_.f._E~._~l]!f?(~.
_._7:/.=~lf~tt~_
.-..- ---._.-.-.%--.g,'.tI:t:~.-?-~~€~[;.~'$._tp.=__~~~'!?f_~/I/._l!.~~~rA:.i?'0n- ..
___.__n_... ___m__ ___ __r1td_(l&1t&L__(LQV___~f?€~~~n__~_~~~__~~~'Y.!~~~~~!: . _. __ ....
__......._. ..___.__. ..._ .MI!!{_j~__t..7~._f{~4&~d~___(A/-?.~/f~~C ~~~_~J!!!!~~ _._..__
LEGA-i L.m6,f77~# s-r/Glf~ v UI/I'/t!/t' tV/'!$" uL 7//II/fTeY
+____., .......___.._,__..._,~____k.__ ~,.___ ,._.,___.._ _...__~__--.___...___.'___' '_'~_____'_'__'____.' ~_+__... ,._____....._..._n._.__.m..._..._.__.___..__ ....0..___..._... _____~_. _____....___ ._'__.__~_ __ _. __. ._~__....___________ .._________+.._...___.._..... _ '._._____..___,_._ ..
It'
._n._.___. _.._.....__ ... ..._ _5ttCI!5.~EJ(?_._. .._.. ___.___...m____._m___. ..___._7J:?2:;f(.._~.____=__~/-_t2.2..~.~___.
.__._____m__._._______ ___~.L._fLt)j{ffS.n~/J!~._~~=._.d;f#J!.;t!!./!.~ r:.?!ZZ~/fiJ f!I! ._____.___..._____._
___...____._.___.._____ ...j~~lt!1i?[._=.{IttA!.IJ.~@.___&Zttlfj~~_._.S ttl1;._/!~~(~tE?..__,f'~1P~________.__.
.._____..__..__...n__ _b12_A! E !J..P.ll~Z2t?1!~__0!l'Lc.tt._45ul~.?E2.___LA!... ~.f'€7lk'~._____.....n._ ___.__
-...-.-.-.-.. .---.-... ..-- _.t?.E~~'II?C!Q~_'!~________. ..----...---__ .._____n_~Z~.f~_~_ =:-6.tJ.z ~J~___._u .._
_.___...__m_.._.._.__..._.... __.__tt.E.L_C!IIMf..!2.._g-~_~a:L~S -g_4!:.~71N~.&_~:::.AtI/!!IA!LSZ~/t7ae.
_.____._____.._ ~-'2._. (!~lLI}IS.El..._~.SL~~_._._??!~.LA//l24_~Gfr2.(!!(__._..__________
111J~ ~ 5rA7~ 777ZE {!L./f/A1~ ~p/L~
-.-.-.- .--....--..-.--.----...-.- -.---.-..--.--.---..-..-....-----.----..----.-.-----.-- .----.--..---.-.--.-----.,!----.--..----.-.-..----. -.-----.---.....---.
___ ______.__._.________ ..Q!l./6~~/7Z.l"__B_!!?:'# _ .t!( ~~f._ _~(!?i.€~~_~_.._~~~~-.___.___..__.._
_...__.__._...._._.__________ _zee/5__L~"[_.L1!.._.~__&..~//f.6?~_R~{(I{~_~..._~~~A1~~______
h_._..__.._._.________ _~ 1l._&!~~?2~1l ,t)A!~,-_ ~f.~_._Ji2.tfNC_ !It.aI!ft__71 At &......_ / p ._._.u._._._..__
..__........._....m _lJ.IJIM.~gy_~.__._Z~~~lZ~/iLnu/A!_.__P!~e.tL~_._ ~!!..__.. . ___._........
....___.__.._...____. _7h.>:LM~.._7i__._2~L<__.i}_'!!&___~~.!/P~Y_--..~.?7lA!!i..___...____.__.
..--.-..........._..__...___.. -.-. __._5~.r!.l?f___M!J._._f2t1lf&!2..._._!{/J!~!i.,f_.1l._ _ .f!€__./~_..~~!lf!!!~_ .____
......... -.....- ... ..-.-...-.. . !f[-:Zlll1_E~E_._.lJE1tZJj_.__lf._._t!€!l!i!!lf?y..L$___lP/t:E.._~If/)....__m_n_._.__
p~ 't:Ctf1r5e1J HIM. At.so ;/ /t.t: ,tJ4-I2.A-71~ AI e F-
_. .~= ~CJ;~~;l~Co:I_;;~~~ ~~e,/=- .__j~#Ei"':5:;;_j$3~~--
. ...-~;-u-7i;~....-...-=-.~iu-~-;.;~.~-;....-
__un__._... __..... _._.. ......_ .../..___.____..._._______
. REV.1513 Et'.(1.97)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ~I-/ If J1A IA..~/'I / PtI/f Y /f/ E #.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. .Jofllf/ u/. ~NJt/E,4a~
101 Ess~ e/,.c/~~ Sk,alaurs ~ ~ Y.I! ;f2'SS
~. h/It!.lIA& //. ~#/lf1A-U&H
if..37i' AlE /6& /lPe. / /*/J1/AIW 1hL:A~
1="1. '33"11 t/
3_ K/f7'A//L.YAl J: ~N~$AIt6#
/1 PJ. (;reel/ SI; /)feeliUlies6~ ~~ ,4(-/7oSS
Yo GlE(;G E. ~H~.t5A-ub.~
Id;J 3 /I1:ldtdl Ilr." /If~AA"cs~,p7A
/7oS7P
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
SD~
~;f
~
5~h
-7/- 0,/- 9 J>~
AMOUNT OR SHARE
OF ESTATE
)14
t~
Yt,t
Y/f
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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, insert additional sheets of the same size)
~.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF /J A-
ICLJI-/~S tlGI-/J
REV.ISt1 EX. (1.91)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ttlAYAlE II
FILE NUMBER
:ll-b~- ?'tf"
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
~.
.3.
'1-.
5.
("
DESCRIPTION
Ftt!era! ~me ~ ~AzUd
~flEek -ID G~~ ~hrbAd-l1h wk,'c:.h
A- W . 4ffir d, /). I(',
ilEl{!P ~€f)JT ,4(!,t r: # f) b9 3 f/) -1..' ~~,"'A'(!,E. PILE' "AJ
~/l-IY A-T :po f).P. (JIIiIEt!.HhFb L1A1IF ~F tJR.S>n:J
eleo.red J!>e,JCf) ~W<;11J
S".t.J,c ns EIJ1EI?(;EII1t!.y SFRVIC,5
(~ee. sl-afentel1f A-!f4&k.II)
SA-/..u rls EI1tE'~cfEJ1lCY SE1'lYIc.s
SA-i./,.( TIS EII'/IF~~EAley se-IU'I~E"S
7.
rBeIZR/V - FJ1L. uf7/J","7}N~ &J.I"~JtE $/UtlIlI6S M/ //(JuR.
(!,p Y E"12/J-6e
f/Jlf M.B>/T efti'll> d lSele.o.
AMOUNT
"
till. beJ
~
o~.oo
~
S; i'-z./.'i3
.
'f2? '11
~
3/,7/)
,
372.9'1
~
6/t;,.3tf
.,$-'13. Kt
11.
;U.DO
I,
,.
7. I2.S ft;if() ,A7G",eStur! A-L / A/~1JtE
TOTAL (Also enter on line 10, Recapitulation) $ J ( ,., 5" 00
, P( Of.
(If more space is needed, insert additional sheets of the same size)
~
NCO FI1\ANClAL SYSTEMS
14J 002
08 :I (J .. 06 13 : 44 FAX 9 3i 4 29:J 9 8 5
-.---.--.
.___._...__ _'_ ___ _.._0_"
"::.::.::;.::::::.:"::>:';..;:::'..:~.::';::.>::':.'::,\::;:":.:.:' \~:~':::.':.:i::':,.'::"~: <':~':::::.:~::~t..)::.'~:.~.:\::.:..:..:S\'::~;(S':":'~':::;,'.~'i~::':~iC:::::\~~.T~i.8:.".':.:"\
:,'.:..:N(JI~:..:.F1Ni\:N::(S:tA)L:.:: '. ":"::l'.~0W.;DilV'1:;J.'::.II~:'V:': '.:
',."::'::::."::'. ':";:::':':::"","'.: ':.':..:,:'}::'.-"'::,:.: .::..........:. c,."'. "::':::::::"" ..:.::.:::':.:::.'::.'. .:': '. '. ::.....:..... 'c. 'c' ......:::::::::.....::.:. '.':". ..::.....:: '. ...::.: .....,:.:' ':: ::.::......:..:::::,:..:':....:,...:. .......,::.:::::. ..:.: ::.'::. ':'.':"
PO BOX :15630
WILMINGTON DE 1985D
ACCOUNT INFORMATION
Aug 4, 2006
55ESX3
!'{OHRBAUGH, WAYNE
%C~~LES E SHIELDS III ESQ
6 CLOUSER RD
MECR~ICSBURG, PA 17050-3162
=~=-====~===~~~====;=~==~=~=~~=~==;====~~==:=-==~=;~=~==-=======~==;==:=====~=
Client ff:
Acct #:
Regarding:
Principal:
Total Owed:
MSALUT-1 SALUTIS EMERGENCY SPECIALI
H179655
ROHRBAUGH, WAYNE-070
429.91
429.91
======~==~==~=======~=~==_=~==_====~~=====_=====~=====_==~==_==~=_N~=~======~=
Client #:
Acct #:
Regarding:
Principal:
Total Owed:
MSALUT-l SF~UTIS EMERGENCY SPECIALI
H179655
ROHRBAUGH, WAYNE-070
31.70
===~_====:~=e==~==:=~~====-==~==~==~==~=~===-=====-======~=====~======~==:==-=
31.70
Client #:
Acct #:
Regarding:
Principal:
Total Owed:
MS~~UT-l SALUTIS EMERGENCY SPECIALI
H179655
ROHRBAUGH, WAYNE-070
372.94
372.94
':"1111" !C' Hi ^TTr-~APT Til r.n\ \ Fr.r
.
-.-'-'--
@003
08:10:06
13:44 FAX 93i4293985
NCO FI1\ANCIAL SYSTEMS
_.-- --..--- --.,-'
SALUTIS EMERGENCY SPECIALISTS
ROHRBAUGH, WAYNE
Client Acc.t# H179655
DATE OF SERVICE: 070Ll2004
A1v10UNT DUE: 429.91
CPT CODE: 31500
C11ent Acct# H179655
DA TE OF SERVICE: 07042004
AMOUNT DUE: 3] .70
CPT CODE: 71010-26
Client Acet# H179655
DATE OF SERVICE: 07042004
AMOUNT DUE: 372.94
CPT CODE: 99285M-25
T:..l!.~ !.~ At\! ATIi=MPT Tn r.OLL.ECT
GEORGE M. HOUCK
(1912-1991)
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
, Dear Register of Wills:
CHARLES E. SIDELDS, III
A1TORNEY-AT-LAW
6 CLOUSER ROAD
Corner of Trindle and Clouser Roads
MECHANICSBURG, PA 17055
TELEPHONE (717) 766-0209
FAX (717) 795-7473
April 24, 2007
Re: Estate of Wayne H. Rohrbaugh
No. 21.04-0986
Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Wayne H.
Rohrbaugh Estate as well as Check No. 818, in the amount of$15.00 for the filing fee and Check
No. 819, in the amount of $72.00 for additional Probate.
Thank you for your kind attention to this matter.
CES/mjj
Enclosures
Very truly yours,
~,F~;g;,
Charles E. Shields, III
Attorney-At-Law
o
.~Cj
-~--- r-::-
.-:~: i-I:
:.-r.J
"./....
:/""'-0
r:::::)
CO>
-.l
7'_'"'D
_0'0
:::-:::1
N
..::-
-0
f',.')
co
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
o
So
~~~ :IJ
)-0
"1 :;;s 0
"," ..,-;: \--n
->();~
)00
-',0"
, ~,c
~~ :IJ
::p~
--'~~
r--.)
<:::)
<:::)
--.I
c-
C
Z
N
en
Date: 6/22/2007
MECHANICSBURG, PA 17055
;po
::n:::
-
..
-.I
RE: Estate of ROHRBAUGH WAYNE
File Number: 2004-00986
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:
7/04/2007
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,
~~~
<_/
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
<t
cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
107 ESSEX CIRCLE
STEPHENS CITY, VA
22655
()
~o
1'S~
..~;IQ
---~~~~
en=^
no
O-n
C:
. ::0
-o-i
:t"'>
r-...>
=
r..=,:)
--.l
<-
c=
Z
N
CT\
Date: 6/22/2007
ROHRBAUGH JOHN W
:l'>
::::m:
-.I
RE: Estate of ROHRBAUGH WAYNE
File Number: 2004-00986
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:
7/04/2007
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,
I/j V ,,#-:.L.uJ7
~~~j~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
J
P.", 0- C- R'uTe 61"" ST' AT' U' TS RE" P'O- -DT
. ao ' .' Cl.j C' : 1- 'e: 1:' !.I..'"'"'".J;... 1: ,',;;' "J:.."\:... ;
REGISTER OF WILLS OF C{.L fit 9ElU/l-NJ)
COUNTY, PENN"SYL VA:N1A
Name of Decedent:
/,.JA-Y IIIE /(f)/'I~ $AIJG#
1/~Aoo",
File Number:
U-()'/ - 9tfb
Date of Death:
Pursuant to Pa. O.c. Rule 6.12, I report the follo'wing with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . ., DYe$ ~No
2. If the answeris No, state when the personal representative - _
reasonably believes thatthe a&ninistration will be complete: he ~ ~ ~
fum: ~?'~tUtJ/~~ ~ .~#.Ut/~
~.~t~~~
3. lfthe answer to No.1 is YES, state the following:
a. Did the personal representative file a final'account with the Court? . . . .,. DYes DNo
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
Co. Did the personal representative state an account
informally to the parties in interest? ..............,................ DYes DNa
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Dale
7/2-/1) 1-
~f!~~
Signature of Person Filing Ihis Form
Capacity: OPersona] Representative ~Coul1Sel
t!Mr/e~ E: sA'N~ ttr
Name of PerSOll Filing this FOJ'm
" . ~"':"J
' .. ' ~!
i ~i"'~'-' "\ i' ' _1.11
.i..::iI iUv ~),i'J'iHdtJO
-'n >' iWT1'l
_h..l ".J..! Iv
~ ~~~ A'~
Address
/JtetltUl/Cs.h""'1~ ~~ 171)SS"
V
717 - 7Q~ -~.l.4 f
Zf; :Zll~d S- lnf LDOZ
Telepholle
vJ
06-18-2007
ROHRBAUGH
07-04-2004
21 04-0986
CUMBERLAND
101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"'-' (, ""."'I<<I1',IClOO!lif":'-I NHER IT ANCE TAX
~PPRA1:'SE+iE'N~i~ ,'A'l.[OWANCE OR DISALLOWANCE
-OF"ofj:fiJCTiONS, 'AND ASSESSMENT OF TAX
. .~. - . ~I .
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG
2001 JUN 25 PM 3: 5~TE
ESTATE OF
CLERK OF DATE OF DEATH
RP 1\1'8 ("OIJRT FILE NUMBER
0, H.A.:,I u -" I COUNTY
cur, I.rr'-, i " pA
". " ,,'"IACN
PA 17055
REV-1547 EX AFP (06-05)
WAYNE
H
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROHRBAUGH WAYNE H FILE NO. 21 04-0986 ACN 101 DATE 06-18-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(9)
(10)
13.
14.
CHANGED
26,000.00
11,614.06
.00
.00
10,103.32
1,034.54
3,580.38
(8)
54,531.75
11.252. 70
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
NOTE:
(15)
(16)
(17)
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00 X
.00 X
.00 X
.00 X
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
52,331. 92
(13)
(14)
611.784 411
13,452.53-
.00
13,452.53-
00
045
12
15
.00
.00
.00
.00
.00
(19)=
.00
.00
.00
.00 ~
( 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.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
"
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT DIVISION
FILE NO. 21-04-0986
FIRST AND FINAL ACCOUNT OF
JOHN W. ROHRBAUGH, and CHARLES E. SHIELDS III, CO-ADMINISTRATORS
For
ESTATE OF WAYNE ROHRBAUGH, a.k.a. WAYNE H. ROHRBAUGH
Date of Death:
Date of Incapacity, if any:
Date of Administrator's Appointment:
Date of First Complete Advertisement:
Accounting for the period:
7/4/2004
None
10/29/2004
1/28/2005
10/29/2004
8/31/2007
PURPOSE OF ACCOUNT: The Co-Administrators offer this Account to acquaint interested
parties with the transactions that have occurred during the Administration,
It is important that the Account be carefully examined. Requests for additional information,
questions or objections can be discussed with:
Charles E. Shields III
6 Clouser Road
Mechanicsburg, Pennsylvania 17055
Phone Number: (717) 766-0209
Supreme Court I.D. No. 38513
(-)
')
-_J
_'fT,
.1
..--1
r.)
(>)
1
" .
"
SUMMARY OF ACCOUNT
PRINCIPAL RECEIPTS PAGES
Real Estate 3 $ 26,000.00
Common Stocks 3 11,611.98
Bank Accounts 3 5,836.31
Personalty, Cash, etc. 4 4.267.01
$ 47,715.30
Net Losses 5 - 1.553.25
Adjusted Principal Balance 5 $ 46,162.05
Less Disbursements:
Administration Expenses 6-7 $ 607.75
Fees and Commissions 7 22,127.00
Family Exemption 7 3,500.00
Funeral Expenses I medicals within 6 mos. 7 9,624.55
Payments Prior to DOD 8 800.00
Tax Payments 8 21. 00
Sub- Total Priority and Pre-death Payments 8 $ 36,680.50
Debts of Decedent I Proposed Distribution 9 $ 9,576.15
INCOME
Receipts 8 $ 731.42
Less Disbursements 8 -0-
COMBINED BALANCE OF PRINCIPAL AND 8 $ 10,213.17
INCOME ON HAND
DEBTS OF DECEDENT I PROPOSED 9 $ 10,213.17
DISTRIBUTIONS
PAYMENT TO CREDITORS 9 $ 9,576.15
PROPOSED DISTRIBUTION TO HEIRS 9 $ 637.02
2
PRINCIPAL RECEIPTS
REAL ESTATE
Decedent owned an alleged interest in Real Estate situate at 1223 Mitchell Drive,
Mechanicsburg, Cumberland County, Pennsylvania. This interest was asserted on behalf of
decedent's estate by the co-administrators of the Estate as adverse claimants in the Bankruptcy
case of Gregg and Paula Rohrbaugh, case No. 1-03-05970, MDF, Bankruptcy Trustee, Markian
Slobodian, Esq. The estate was represented in the matter by counsels: Charles E. Shields, ITI,
James Jones (final bankruptcy litigation counsel), and Albert Z. Bogert (original bankruptcy I
litigation counsel).
As a result of the said complex and protracted litigation, a court-ordered mediation
conference led to a stipulation by which the estate was awarded $26,000.00, which sum was
approved by the court.
$ 26,000.00
COMMON STOCKS
One (1) share of the common stock of AGERE *
.00
Informational note: The date of death value of this stock based on an average of the high and
low trades on July 2 and July 6, 2004 was $2.08. The cost of transacting this share via
Compushare, the designated agent has been quoted to us at $15.12. We are therefore regarding
its effective value for all practical purposes as net zero.
Eleven (11) shares of the common stock of AT&T
$ 265.10
Three hundred eight (308) shares of the common stock of
VERIZON (f.k.a. BELL ATLANTIC) $ 11,094.16
Seventy-two (72) shares of the common stock of
LUCENT TECHNOLOGIES, INe.
$ 252.72
$ 11,611.98
BANK ACCOUNTS
Citizens Bank Savings Account #6240-853270
Interest accrued to D.O.D. on said account
$ 5,835.91
.40
$ 5,836.31
RECEIPTS OF PAYMENTS
Federal Express Employee Pension Plan Check
$
62.76
3
'. .
PERSONALTY
Chevrolet Caprice Automobile
$ 4,000.00
CASH
Cash in wallet
$ 204.25
TOTAL PRINCIPAL RECEIPTS
4
$ 4,267.01
$ 47,715.30
PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISTRIBUTIONS
REAL ESTATE
Informational Note: Records were in disarray and absolute knowledge as to stock ownership
only resulted from inquiry and research. Hence the disparity in dates of sales and liquidations.
GAIN
LOSS
8/25/05
11 Shares - AT&T
Net Proceeds:
Acquisition Value:
$ 196.29
265.10
$ 68.81
2/28/06
308 Shares - Verizon
Net Proceeds:
Acquisition Value:
$ 9,717.16
11,094.16
$ 1,377.00
11/6/06
72 Shares - Lucent Technologies
Net Proceeds:
Acquisition Value:
$ 145.28
252.72
$ 107.44
Informational Note: Sale and transfer of Chevrolet Caprice was for the acquisition value,
resulting in neither loss nor gain.
TOTALS
$ -0-
$ 1,553.25
NET LOSS TRANSFERRED TO SUMMARY: $ 1,553.25
RECAPITULATION AND SUMMARY OF PRINCIPAL
TOTAL UNADJUSTED PRINNCIPAL RECEIPTS:
$ 47,715.30
$ 1,553.25
$ 46,162.05
NET LOSS ON SALES:
ADJUSTED PRlNCIP AL BALANCE
5
DISBURSEMENTS OF PRINCIPAL
COSTS OF ADMINISTRATION
GENERAL:
Probate fees and original issue of short certificates $
Additional probate fees $
Filing Fee to Register of Wills for Inheritance Tax Return $
Filing Fee for Accounting with Orphans' Court (estim.) $
Photocopies, certified mailings to creditors, etc. (estim.) $
Advertising in Cumberland Law Journal $
Advertising in Carlisle Sentinel $
Additional short certificates $
Additional short certificates $
Additional short certificates $
Additional short certificates $
Vital Statistics of West Virginia-additional death certs. $
Additional short certificate $
48.00
72.00
15.00
130.00
41.50
75.00
115.25
12.00
28.00
28.00
4.00
35.00
4.00
$ 607.75
Informational Note: Transaction and brokerage fees in connection with the sale and liquidation
of the aforementioned common stocks are not itemized here separately as they are reflected as
part of the losses on the sales as transferred to the ultimate principal balance hereinabove.
FEES AND COMMISSIONS
AS TO VARIOUS FEES AND THE REASONS THEREFORE:
Decedent passed away in West Virginia. At the time of his passing he was elderly and beginning
to fail. One of his four children, Gregg Rohrbaugh (and Gregg's spouse) had moved into the
family homestead. Gregg became financially embarrassed and later filed bankruptcy. In the
meantime efforts were made to transfer interests in the homestead and to obtain loans. The
conveyancing work's quality left something to be desired and, among other things, there were
issues as to decedent's capacity and intent. The matter ended up in litigation in the bankruptcy
court with Gregg, the Trustee, the Estate, the lender, and its title Company. A settlement was
eventually reached.
Litigation counsel was obtained in the persons of James Jones, Esq. and Albert Z. Bogert, Esq.
and Charles E. Shields III, attorney for the Estate, who also was involved in the litigation. He
also served as a Co-Administrator with John Rohrbaugh so as to more efficiently proceed in
unraveling decedent's affairs and records which were in considerable disarray. Hence the
6
'. .
multiple and considerably above average counsel and accountant fees. The fees incurred by the
various counsel and their particular roles are as follows:
RE: Albert Z. Bogert, Esq. - Former Bankruptcy Attorney, Judgment Lien Collector, etc. for
Dauphin Deposit Bank in its heyday. Was instrumental in devising legal litigation strategy
which was ultimately successful.
Total Fees = $ 3,097.50
RE: James Jones, Esq. - Bankruptcy Litigation Specialist. Handled actual suit, pleadings,
hearings and negotiations which resulted in recovery of $26,000.00.
Total Fees = $ 1,994.50
RE: CHARLES E. SHIELDS III, acting as Co-Administrator and as counsel for estate, did initial
research into real estate title claims, worked diligently with Messrs. Bogert and Jones, took part
in all pleadings, filings, hearings and negotiations. Also, spent much time in unraveling
transactions in dispute and trying to track down allegedly existing stocks and shares known to be
in existence at time of death of decedent's wife who predeceased him. Also preparation of
accounting, etc., etc. (estim.)
Total Fees = $ 14,385.00
Fees Grand Total = $ 19,477.00
John H. Rohrbaugh, Co-Administrator
Floyd Fahnnestock, Tax Accountant
$ 2,200.00
$ 450.00
$ 2,650.00
Total of all Fees
$ 22,127.00
FAMILY EXEMPTION
Claimed by decedent's son, Gregg Rohrbaugh
$ 3.500.00
$ 3,500.00
FUNERAL EXPENSES AND MEDICAL SERVICE EXPENSES WITHIN SIX (6)
MONTHS OF DEATH
Myers Funeral Home of Mechanicsburg
Salutis Emergency Services
Salutis Emergency Services
Salutis Emergency Services
$ 8,790.00
$ 429.91
$ 31.70
$ 372.94
$ 9,624.55
7
"
PAYMENTS MADE BY DECEDENT BEFORE D.O.D. WHICH CLEARED PAYMENT
FROM PNC ACCOUNTS AFTER D.O.D.
Gregg Rohrbaugh, Payee
$ 800.00
$ 800.00
TAX PAYMENTS
IRS - Personal Income Tax
$ 21. 00
SUBTOTAL OF ALL PRIORITY AND PRE-DEATH PAYMENTS $ 36,680.30
RECEIPTS OF INCOME
AT&T
Dividends (including partial stock dividend)
$ 201.51
Verizon
Dividends
$ 529.91
TOTAL RECEIPTS OF INCOME
$ 731.42
DISBURSEMENTS OF INCOME
$ -0-
RECAPITULATION
ADmSTED PRINCIPAL BALANCE
$ 46,162.05
DISBURSEMENTS FROM PRINCIPAL
$ 36,680.30
BALANCE OF PRINCIPAL ON HAND
$ 9,481.75
$ 731.42
INCOME BALANCE ON HAND
TOTAL CURRENT BALANCE ON HAND
$10,213.17
8
,"
CLAIMS OF PRIVATE NON-GOVERNMENTAL AND NON-SECURED CRREDITORS
FOR DEBTS OF DECEDENT
Belco
$ 8,421.93
Verizon - for updating overdue billings on insurance
coverage
$ 610.34
VISA Credit Card at BELCO
$ 543.88
TOTAL CLAIMSIPROPSED PAYMENTS
$ 9,576.15
ADDITIONAL RECAPITULATION
PAYMENTS TO UNSECURED CREDITORS
$ 9,576.15
$ 637.02
COMBINED BALANCE ON HAND
PROPOSED DISTRIBUTION PER INTESTACY STATUTE AMONG DECEDENT'S
NATURAL BORN CHILDREN
JOHN W. ROHRBAUGH
MICHAEL P. ROHRBAUGH
KATHRYN 1. ROHRBAUGH
GREGG E. ROHRBAUGH
(1/4)
(1/4)
(1/4)
(1/4)
$ 159.26
$ 159.26
$ 159.25
$ 159.25 *
* Informational Note: Co-Administrators currently hold in Escrow certain amounts not subject
to claims of creditors nor typically itemized in an Accounting. For example, by agreement of the
heirs, certain proceeds checks from the IRA Account, life insurance, the family exemption, and
other similar funds. The three first above-named heirs claim an equitable set off against the
share of Gregg Rohrbaugh therein in view of the fact that the above-referenced Belco Credit
Account debt in the amount of $8,421.93 was for the equitable benefit of Gregg Rohrbaugh
although taken out in the name of his father, Wayne Rohrbaugh. The face amount being so held
is $45,354.88. By way of further information, Gregg Rohrbaugh did not deposit a check for
$4,875.00 into the Escrow. Therefore, before distribution, an adjustment shall be made for that
as well.
The above proposed payments and distributions will render the account zero.
9
. ,.
~~~
(SEAL)
CHARLES E. SHIELDS,llI, Co-Administrator of
the Will of Wayne Rohrbaugh, a.k.a.
Wayne H. Rohrbaugh, Deceased
10
.
.
VERIFICATION
JOHN W. ROHRBAUGH and CHARLES E. SHIELDS, III, Co-Administrators of
the Estate of Wayne Rohrbaugh, a.k.a. Wayne H. Rohrbaugh, deceased, hereby declares under
oath that he has fully and faithfully discharged the duties of his office; that the foregoing First
and Final Account is true and correct and fully discloses all significant transactions occurring
during the accounting period; that all known claims against the Estate have been paid in full;
that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently
due from the Estate have been paid; and that the grant of Letters of Administration and the first
complete advertisement thereof occurred more than four months before the filing of the
foregoing First and Final Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification to authorities.
(Seal)
.
~~~?(Seal)
CHARLES E. SHIELDS, III
Dated:
I OltS/o .,
11
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
WAYNE H. ROHRBAUGH
ESTATE OF
, DECEASED
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. I{~
space is insufficient, riders may be attached Attach the spouse's election, if anY'(:-~6papers.:;
required under items 8-19 inclusive; and any instrument pertinent to the adjudication ". -J n (~
',.J l
-r---
No. 21-04-0986
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.c. Rule 6.9
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel:
Charles E. Shields, III
,
--.
. ~ .,.~ ~'l
) II
f')
c.)
Supreme Court J.D. No.: 38513
Name of Law Firm:
Address:
Telephone:
Fax:
Form OC-OJ rev. 10.13.06
6 Clouser Road, Mechanicsburg, PA 17055
(717) 766-0209
(717) 795-7473
Page 1 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
1. Name(s) and addressees) ofPetitioner(s):
Name:
Charles E. Shields, ill
John W. Rohrbaugh
Address:
6 Clouser Road
107 Essex Circle
Mechanicsburg, PA 17055
Stephens City, VA 22655
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
None
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . .. IZJ Yes 0 No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on
July 4, 2004
o Letters Testamentary or lZ]Letters of Administration were granted to Petitioner(s) on
October 29.2004
Date of Will (ifapplicable): N/A
Date(s) ofCodicil(s) (ifapplicable): N/A
Date of probate (if different from date Letters granted): Same
Was a bond required? DYes lZ]No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... D Yes ~ No
Dates of advertising of the grant of Letters: Cumberland Law Journal: January 14,
21 and 28, 2005; Carlisle Sentinel: January 4, 11 and 18, 2005
Form DC-01 rev. 10.13.06
Page 2 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
3. Was decedent survived by a spouse? ............................. DYes IZINo
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. DYes D No
(.See Section 2201 et seq. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (ifnone, so state):
John W. Rohrbaugh
NtichaelP.Rohrbaugh
Kathryn J. Rohrbaugh
Gregg E. Rohrbaugh
6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . .. DYes 0 No
Were any children born to decedent after execution of
Will or Codicil(s)? . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . '" '" . .. DYes 0 No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. ~ 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. IZIYes DNo
Form OC-01 rev. 10.13.06
Page 3 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) haslhave notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
Name and Address of Each Partv in Interest
Relationship and Comments, if anv
Interest
John W. Rohrbaugh
107 Essex Circle
Stephens City, VA 22655
Son
1/4
Michael P. Rohrbaugh
4398 NE 16th Avenue
Pompano Beach, FL 33064
Son
1/4
Form DC-Ol rev. 10.13.06
Page 4 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
Name and Address of Each Party in Interest Relationship and Comments, if any
Interest
Kathryn J. Rohrbaugh Daughter
11 West Green Street
Mechanicsburg, PA 17055
1/4
Gregg E. Rohrbaugh Son
1223 Mitchell Drive
Mechanicsburg, P A 17050
1/4
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
F or each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
None
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit ($ee Pa. o.c. Rule 12.4).
N/A
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
N/A
Form OC-01 rev. 10.13.06
Page 5 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
Belco $8,421.93 IZJ Yes IZJ Yes
c/o Arthur M. Feld Esq. DNo DNo
1309 Bridge Street
New Cumberland, PA 17070
Verizon $610.34 IZJYes IZJ Yes
PO Box 28010 DNo DNo
Lehigh Valley, PA 18002-8010
VISA Credit Card at Belco $543.88 IZJYes IZJ Yes
c/o Arthur M. Feld Esq. DNo DNo
1309 Bridge Street
New Cumberland, PA 17070
DYes DYes
DNo DNo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. ~ 3392 and the proposed payments.
11.
Was family exemption claimed?
. . . . . .. . . . . .. ... . . . . . . . . . . . . . . . .
IZlYes DNo
IZJYes DNo
Was family exemption allowed?
. . . . . . ... . . . ... .. .. . . . .. ... . . . ..
Family exemption claimant's name and relationship:
Name:
Gregg E. Rohrbaugh
Relationship:
Son
Form OC-OI rev. 10.13.06
Page 6 of 10
Estate of
WAYNEH. ROHRBAUGH
, Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows:
Date Payment Interest
The Department waived any claims to collection of any tax by zero balance sheet.
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? . . . . . . . . . . . . . . . . . . . 0 Yes IZJ No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
N one known at this time.
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. 0 Yes 0 No
15. IfPetitioner(s) haslhave knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form DC-OJ rev. 10.13.06
Page 7 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . 0 Yes IZl No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
None as of this date.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. 0 Yes 0 No
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose: There is no technical reserve as such. By agreement of children, money
was put in escrow to pay for litigation expenses if the Estate Recovery was
insufficient and to provide for possible set-offs among the children. (See
informational notes in Account.)
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ DYes DNo
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
.... . . . . . . .. .... . . .... . . . .
DYes lZINo
As to real estate only? ........................................ DYes IZINo
Form OC-01 rev. 10.13.06
Page 8 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest( s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
AmOWltlProportion
John W. Rohrbaugh
1/4
Michael P. Rohrbaugh
1/4
Kathryn J. Rohrbaugh
1/4
Gregg E. Rohrbaugh
B. Principal:
1/4
Proposed Distributee(s)
AmOWltlProportion
John W. Rohrbaugh
1/4
Michael P. Rohrbaugh
1/4
Kathryn J. Rohrbaugh
1/4
Gregg E. ROhrbaugh
1/4
Submitted By:
(All petitioners must sign.
Add additional lines ifnecessary):
John W. Rohrbaugh
Form OC-Ol rev. 10.13.06
Page 9 of 10
Estate of
WAYNE H. ROHRBAUGH
, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies 'Ie [that he/she he
of the above-named name of corporation Estate
IS title
Co-Administrator
and] that the facts set
forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. ~ 4904 (relating to unsworn
falsification to authorities).
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication!
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
~ ~viJ r;)
Signature of Counsel for Petitioner
Farm OC-01 rev. 10.13.06
Page 10 of 10
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNYSLV ANIA
ORPHANS' COURT DIVISION
Docket No: 21-2004-0986
INRE:
FIRST AND FINAL ACCOUNT OF JOHN W. ROHRBAUGH AND CHARLES E. SHIELDS, III, CO-
ADMINISTRA TORS FOR THE ESTATE OF WAYNE ROHRBAUGH, A.K.A. WAYNE H.
ROHRBAUGH, LATE OF MECHANICSBURG BOROUGH, CUMBERLAND COUNTY,
PENNSYL VANIA, DECEASED.
AND
PETITION FOR ADJUDICA TION/ST A TEMENT OF PROPOSED DISTRffiUTION
ORDER OF COURT
AN NOW, this 27TH day of NOVEMBER, 2007, the herein account is confirmed absolutely and distribution
is decreed in accordance with the proposed schedule of distribution herewith.
BY THE COURT,
I...L,
C)
Li:.:
!-L..
c.)
c',
q.)
c}
Cr:::
C')
C:.
L~J
n.
co
M
en
x:
c:r
~
1-_ n::.
~
~6
\..-J Co.)
~""r
0::: :::-..'
LL1 :;::~
_.J:OO:.~~
u-~
&~...
0::"::0;
U
,.....
N
.>-
<:::>
z
r--
<:::;:)
<:::;:)
C"-..J
~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 6/13/2008
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17055
RE: Estate of ROHRBAUGH WAYNE
File Number: 2004-00986
Dear Sir/Madam:
C7
~' Q fc`~-;
~,.
T
p
C
.
i --
.1 _i n _.., -
~'
v3 ~ ca
c.
C::>~ .-.
--i
y
.~-
rn
This notice is to serve as a reminder that the Status Report by
Pe~.rsonal 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: 7/04/2008
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,
~~ ~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representatives}
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 6/13/2008
ROHRBAUGH JOHN W
107 ESSEX CIRCLE
S'TEPHENS CITY, VA 22655
RE: Estate of ROHRBAUGH WAYNE
File Number: 2004-00986
Dear Sir/Madam:
n
~~ ~
'
~~ c
. _
~, z ~? -:
~„
_z c,~
~-, ~
~~ r= ~;
-~ --+
-~,
V
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: 7/04/2008
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,
~1~ ~~ul
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent:
WAYNE ROHRBAUGH
Date of Death: July 4, 2004
File Number: 21-04-0986
Pursuant to Pa. O.C. Rule 6.12, 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 ~ No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? ....... Yes ~No
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 ^No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Date 6/ 17/2008 ~ ~~
Signature of Person Filing this Form
Capacity: ^Personal Representative Counsel
~'
~. I,1
~ ~ ~
Charles E. Shields, III
Name of Person Filing this Form
6 Clouser Road
Address
Mechanicsburg, PA 17055
(717) 766-0209
Telephone
Form RW-10 rev. 10.13.06