HomeMy WebLinkAbout04-1015 N
PETITION FOR PROBATE and GRAi T OF LETTERS
Register of Wills lot fine
Deceo~ed County of Cumberland m the
:n i, la,t ,[ 7! d~eabo',cdecedent, datcd October 18 Z2004
L) ,.[u:Jcnt v. as domiciled azdeat/nin Cumberland C:oantv PennbxNunia x~hh
her ~:st tarml} or?incipal residencca[ 781 Lee Lanex_Enola, East .....
Pennsboro TownsBip
Deccnd~m then 81 5'ea~s of age. died November 1 2004
au Hol~Spirit Hospital, Camp Hill
Ex*,4x as [cHow*:, decedcm dM not marry was not divorced and did nothaxeach[lclbomor xdopted
(ti clom~ci cd hi ?a ~ &ti personal property S~ .~-~0. ~
(11 nor dormcRed in Pa) Persona[ prope~[} /n Penns>lxania S
(ii not domiciled in Pa) Personal properts m County S ............
x~tt~atecl as io]]ox~s: 781 Lee Lane, East Pennsboro Township
X, NHkRE[ORE. pe'dtionc~is) respectFLlil5 [equest(s) [he probate ol thc asr ,,',ill and codicil(s)
~ Louis M. Bobish
~' :' 1018 Teakwood Lane
~ ~ ~ ~ 170~
OATH OF PERSONAE REPRESENTATIVE
COMMONWEAl,TH OF PE~.NSO'I.VANIA
COUNTY OF ~~xxxN~x N%'tx ~ f
Tine :;etmone~(s) aboxe-named s,~'e~r(s} : - that
true and conect to the best of the knos~ledge and belief of petitioner(s) and that as pelsenal represen
tat,o(<) o~ the aboxe decedent pethioner(s) v,i/] well and truly administer the estate accc, rdi~ to la~.
N,xorn e or affirmed ~nc subscribed -l jMi~
No. "0-"-5%t4 - ~%'~ $
Estate of C.~...~&'~ ~ · 9'0 ~,M ~Z~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
x Now x~<4~-,'~x %,
A 19 ~'b-,MS~u~ ~ in coosideration of tl.e pedtton on
]T IS DECREED that die instrmnent(s) dated N%- N%~ =~%%~
d~sc~bed th~;~m ~ ~dmk~ed to~prob~t~ and ~iled of record ~ ~h~ ]~s~ ~Hi of
FEES
Terrence J. Kerwin, Esq. /'/29922
Probate, Letters, Etc S ~
Short Certificates( ) S N% ATTORNEY (Sup Ct iD No )
Rcnancia4-~'>5.~:O $ ~ 4245 Route 209, Elizabethville, PA 17023
ADDRESS
TOTAL $ k,U 5"~
(717) 362-3215
PHONE
Register of Wills of Cumberland County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of Ruth I. Bobish No. -.~ A -
also known as Deceased
Terrence J. Kerwin, Esquire
(each) a subscribing witness to the [] codicil(s) )~will(s) presented herewith, (each) being duly qualified according
to law depose(s) and say(s) that she/he/they was/were present and sa the above Testator(rix) sign the same and
that she/he/th~y__signed as a witness at the request of Testator(rix) in his/her/their presence and [] in the presence
of each othe~in the presence of the other subscribing witness(es).
Terrence J.~'rwin, Esquire (Signature)
4245 Route 209, Elizabethville, PA 17023
Sworn to or affirmed and subscribed
before me this ,~ ri,, day of
p~ c ;..,,, i'~ c .' , 2004.
- .~ ~z ~//>// ~-,p'~ '-~' COMMONWEALFH OF PEN~SYLVANI~
Notary Public Nom~al S~
My Commission Expires: N~cy J. Li~on, Nota~ ~blic
Washington T~., Dauph~ CounW
My Corniness on Expires May 21, 2005
Register of Wills of Cumberland County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of Ruth I. Bobish No. ~N - ~xD'~' '~ ~
also known as Deceased
Holly M. Kerwin, Esquire
(each) a subscribing witness to the [] codicil(s) ~will(s) presented herewith, (each) being duty qualified according
to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and
that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and [] in the presence
of each other/5~ in the presence of the other subscribing witness(es).
Holly M. Kerwin/Esquire (Signature)
4245 Route 209, Elizabethville, PA 17023
Sworn to or affirmed and subscribed
before me this ~ ~ !,~ day of
/x~, , .... }~ ,, , 2004.
COMMONWEALTH OF PENNSYLVANIA
' ~ > · ~ ~ ~ Nancy J. Ligon, N~ry ~ablie
~'~ "~'~ '"/ ~ Nashington Tw~., Dauphin County
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH ~ ..........
Ruth Irene Bobish 2 Fe.lale ~ 4 Lj~(ix~l~dl~, ~,
Louis M. Bobish ~1018 Teakwood Lane Enola, PA 17025
17109
22oFpl~g202 122c~ervic~s Inc, Hsrrisburg PA 17109
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LAST WILL AND TESTAMENT
OF
RUTH I. BOBISH
I, RUTH I. BOBISH, of 781 Lee Lane, Enola, in the County of Cumberland and
Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make
and publish this, my Last Will and Testament, hereby revoking and making void all former
Wills by me at any time heretofore made.
FIRST: I direct my hereinafter named Executor to pay all my legally enfnrceable
debts, funeral expenses, administration expenses, and inheritance, estate, succession or excise
taxes, which I owe or may become due on account of my death, as soon as may be convenient
after my decease.
SECOND: I give and devise my property situate at 781 Lee Lane, Enola (East
Pennsboro Township), Cumberland County, Pennsylvania, to my sonJ. OUIS M. BOBISH
THIRD: I give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to
my granddaughter, STEPHANIE M. PISHACK.
FOURTH: I give, devise and bequeath all the rest, residue and remainder of my
property, be it real, personal and mixed, whatsoever and wheresoever the same may be situate
at the time of my death as follows:
Page I of 2 Pages " ~ ..._ ~-:.~ . : ~, ~...:./~ (SEAL)
RCTH I. BOBISH
A. Fifty Percent (50%) of the residue of my estate shall pass to my son, LOUIS
M. BOBISH.
B. Fifty Percent (50%) of the residue of my estate shall pass to my granddaughter,
CHARLENE R. REDDINGTON.
FIFTH: I nominate, constitute and appoint my son, LOUIS M. BOBISH, as
Executor of this, my Last Will and Testament, authorizing and empowering him to sell and
convey any and all real estate of which I own at the time of my death.
I further direct that my Executor or personal representatives shall not be required to
post bond to act in said capacity.
IN WITNESS WHEREOF, I,RUTH I. BOBISH, have hereunto set my hand and
,~ !~ ~ , 2004.
seal, to this my Last Will and Testament, this f,??' day of ,'? - '
SIGNED, SEALED, PUBLISHED :
and DECLARED by the above- :
named Testatrix, RUTH l. :
BOBISH, as and for her :
Last Will and Testament, in :
the presence of us, who at :
her request and in the
presence of each other, have
hereunto set our names as
witnesses: :
,..~' ~ , ' - : , :~ , -~e-~ (SEAL)
ResLd~ng,5 ~, ~aU, (//" 2' : ,RUTH I. BOBISH
Residing / ' :
Page 2 of 2 Pages
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January 17,2005
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
Louis M. Bobish
1018 Teakwood Lane
Enola, PA 17025
RE: Estate of Ruth 1. Bobish
Date of Death: November 1, 2004
Social Security No.: 203-10-0415
.;2/ -04 -101 S-
Dear Register of Wills:
Could you kindly apply the enclosed check as payment on account of the inheritance tax on
the above-captioned Estate. Would you then kindly return the receipt for the payment to the attorney
for the Estate in enclosed stamped, self-addressed envelope.
Thank you for your kind help.
Enclosures
Very truly yours,
V!~ ~. ~~ .~
Louis M. Bobish
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
8UREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11.96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BOBISH LOUIS M
1018 TEAKWOOD LANE
ENOLA, PA 10725
_n_____ fold
ESTATE INFORMATION: SSN: 203-10-0415
FILE NUMBER: 2104-1015
DECEDENT NAME: BOBISH RUTH I
DATE OF PAYMENT: 01/25/2005
POSTMARK DATE: 01/24/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2004
NO. CD 004879
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,000.00
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TOTAL AMOUNT PAID:
REMARKS:
CHECK# 6000.00
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$6,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
KERWIN TERRENCE J ESQ
E. MAIN STREET RR01
BOX 566
ELIZABETHVILLE, PA 17023-9765
RE: Estate of BOBISH RUTH I
File Number: 2004-01015
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/19/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 02/01/2005
BOBISH LOUIS M
1018 TEAKWOOD LANE
ENOLA, PA 10725
RE: Estate of BOBISH RUTH I
File Number: 2004-01015
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 02/19/2005
Your prompt attention to this matter will be appreciated.
Thank You.
r~~
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: RUTH I. BOBISH
Date of Death: November 1, 2004
No. 2004-01015
To the Register:
I certify that notice of estate administration 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
February 7, 2005.
Name:
Address:
Louis M. Bobish
1018 Teakwood Lane
Enola, P A 17025
Charlene Reddington
2210 West Main Street
Suite 107 # 143
Battle Ground, W A 98604
Stephanie Pishock
155 King Street, Apt. #7
Pottstown, P A 19464
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE
'\....
Signature: ~~v!}-- ~A'''~ \
Name: Terrence J. Kerwin, Esquire
Address: 4245 Route 209
Elizabethville, P A 17023
Telephone: (717) 362-3215
Capacity:
Date: February 7, 2005
Ie.
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Personal Representative
Counsel for Personal Representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
August 4, 2005
Telephone
(717) 787-3930
FAX (717) 772-0412
KERWIN & KERWIN
ATTORNEYS AT LAW
4245 ROUTE 209
ELlZABETHVILLE, PA 17023
Re: Estate of RUTH I. BOBISH
File Number 2104-1015
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 02/01/06. 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.
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Inheritance Tax Division
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KERWIN & KERWIN
AITORNEYS AT LAW
4245 ROUTE 209
ELIZABETHVILLE, PA 17023
GOVERNORS' ROW
27 NORTH FRONT STREET
HARRISBURG, PA 17101
PATRICK E. KERWIN (1913-1987)
(717) 362-3215
(717) 896-9089
FAX (717) 362-4459
E-mail.kkl@epix.net
(717) 238-4765
FAX (717) 238-8455
GREGORYM. KERWIN - GMK@Kerwinlawfinn.oom
TERRENCE J. KERWIN - KK@Kerwinlawfirm.com
JOSEPH D. KERWIN - JDK@Kerwrnlawfinn.com
HOLLY McCLURE KERWIN - KK@jrwinlawfirm.com
please Reply To;
a. ELIZABETHVILLE OFFICE
Ci HARRISBURG OFFICE
October 6, 2005
Register of Wills Office
Cumberland County
Hanover and High Streets
Carlisle, PA 17013
Re: Estate of Ruth I. Bobish
Estate Proceedings No.: 2004-01015
Dear Register of Wills:
Please find enclosed herewith for filing an original and two (2) copies of a P nnsylvania
Inheritance Tax Return and Cumberland County Inventory. I have enclosed payable to the Register of
Wills, Agent, in the amount of $766.50 for payment of the balance of inheritance tax due. I have also
enclosed a check in the amount of $185.00 payable to the Register of Wills to cover the filing fee and
additional probate fees in this Estate. I have enclosed a self-addressed, stamped envelo e for your
convenience in returning the clocked-in copies and receipt to me.
Thank you for your kind assistance.
Very truly yours,
i _ . _ ~-)
~~i' K-R-.~~,-/ !jr4~:,
TERRENCE J. KERWIN"
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 (11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
A
ACN
SSESSMENT AMOU~ T
CONTROL
NUMBER
--------
101 I $766.5 0
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AID: $766.!! 0
,
.
GLENDA FARNER STRASBAl GH
REGISTER OF WILLS
NO. CD 005F72
,
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KERWIN TERRENCE J ESQ
E. MAIN STREET RR01
BOX 566
ELlZABETHVILLE, PA 17023-9765
__nun fold
ESTATE INFORMATION: SSN: 203-10-041 5
FILE NUMBER: 2104-1015
DECEDENT NAME: BaBISH RUTH I
DA TE OF PAYMENT: 10/07/2005
POSTMARK DATE: 10/06/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2004
TOTAL AMOUNT P
REMARKS:
CHECK# 766.50
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 21- - {)ll- J ()/__S
Date of Death 11/1/2004
Social Security No. 203-10-0415
Estate of Bobish, Ruth 1.
also known as
Louis M. Bobish
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventcry
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylv nia
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except hat
which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory are true
and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4~ 04
relating to unsworn falsification to authorities. I
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Personal Representativ8-,__:= C:;:/, ' /L
Attorney: Terrence J. Kerwin, Esquire Signature: ~ ~ ..} (~~/r
Louis M. Bobish
1.0. No.: 29922 Signature:
Signature:
Address:
4245 Route 209
Elizabethville, P A 17023
Address: 1018 Teakwood Lane
Enola, P A 17025
Telephone: (717) 362-3215
Telephone: (717) 732-0969
Dated:
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Personal Property
*Note: Bonds were joint with Michael Bobish,
spouse, who predeceased her.
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Eleven (11) U.S. Savings Bonds - Series H
Fifteen (15) U.S. Savings Bonds - Series E and EE
U. S. Savings Bonds - Miscellaneous payment
U.S. Treasury Direct Account #4800-410-3118. (Note: one-half(1/2) interest in this account
held by Michael Bobish and one-half (1/2) by his wife, Ruth Bobish. Michael Bobish
predeceased his wife. His interest has been reported in his Estate, his interest passed to his wife
and the entire value is reported herein.
Personal household goods
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$172, 89.70
v
. ,
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Bobish, Ruth 1.
No. 21 - -
Date of Death 11/1/2004
also known as
, Deceased
Social Security No.
203-10-0415
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30,pOO.00
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1988 Plymouth Sedan
Checking Account #4100026146
Waypoint Bank
Certificate of Deposit #7100013213
Waypoint Bank
Certificate of Deposit #9600041789
Waypoint Bank
Certificate of Deposit #7100013901
Waypoint Bank
Total Personal Property
2
.... .
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
, Deceased
No. 21 - -
Date of Death 11/1/2004
Social Security No. 203-10-0415
Estate of Bobish, Ruth 1.
also known as
F
44,t83.86
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$44'~
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Real Estate
One-half(1/2) interest in real estate located at 781 Lee Lane, East Pennsboro Township,
Cumberland County. Sold on May 24,2005, with net proceeds in amount of$89,367.72.
One-half (1/2) net proceeds = $44,683.86. See copy of settlement sheets attached.
Total Real Estate
3
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REV. 1500 EX . (1-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
COUNTY CODE
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after
12-12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCEANDCONFII)ENTlAL TAX INFORMATION SHOULD BE DIRECTED TO:';
AME COMPLETE MAILING ADDRESS
Terrence J Kerwin
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0801
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bobish, Ruth I.
203-10-0415
THIS RETURN MUST BE FILED IN DUP~ICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (date of death prio to 12-13.82)
o
1
5. Federal Estate Tax Return Req ired
8. Total Number of Safe Deposit oxes
4245 Route 209
EJizabethville, P A 17023-9765
(1 ) 44,683.86
(2) 10,296.72
(3) None
(4) None
(5) 117,309.12
(6) None
(7) None
(9) 15,069.53
(10)
OFFl(:!/\!..
NinY
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
')
----)
I
11/01/2004
OS/26/1923
:>
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)
'11
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
~ 1. Original Return
o
~
o
4. Limited Estate
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
....
II>z
Ww
II::C
II::Z
00
OIL
IRM NAME (If applicable)
Kerwin & Kerwin
'.)
Ul
U'\
(8)
72,289.70
ELEPHONE NUMBER
717/362-3215
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(11 )
15,069.53
57,220.17
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
57,220.17
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
Z 157,220.17 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
;:::
~
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IL 17.Amount of Line 14 taxable at sibling rate x .12 (17)
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0
0
S 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
7,074.91
7,074.91
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 e (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
781 Lee Lane
CITY
Enola
STATE PA
ZIP 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
7,074.91
6,000.00
315.79
Total Credits (A + 8 + C)
(2)
6j315.79
3. Interest/Penalty if applicable
D. Interest
E. Penalty
7.38
Total Interest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 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. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
7.38
Make Check Payable to: REGISTER OF WILLS, AGENT
1IIIIIIIr-!J~ ·
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
,766.50
I
I
i
7166.50
I
II
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or................ ....................... ............................................ ..... .............. ............
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adeq uate consideration?............................................................................................................... .......
Yes No
~ I
o
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
IF THE ANS;;:;~ :::n::c;;Ed::~~a~i~~~~.~;~~~.;~.~~~...~~~..~.~~.~.~.~~.~~~~~.~.~~~~~~~.~.~~.~.~;~.~.;; A;;ART ~ T~E RETURN.
~
~
Under penalties of perjury, I declare that I have examined this return, including accompanying scheduies and statements, and to the best of my knowledge and belief, It Is true, correct and mplete. Declaration of
preparer other than the personal representative is based on all information of which pre parer has any knowledge. i
SIGNATURE OF PERSON RESPONSIBLE FOR FILING R.ETURN ADDRESS IDATE
J LO~:biS .~/ k1 t~~~a:~f"l~~~}ane .Y~ -5
GN TURE OF PERSO ADDRESS IDA E
,
I
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,
IDATE
I~/~ 0>
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Terrence J. Kerwin, Esquire
~
ADDRESS
4245 Route 209
Elizabethville, P A 17023
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use df the
surviving spouse is 3% [72 P.S. 99116 (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
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, ar
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
NAP!)
'e
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'
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficia
1.2) [72 P.S. 99116 (a) (1)].
I. P\lASl
ural
9116
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 t-'.;:'. S:' I 'v \WI \.._,.
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
,ined,
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21 - -
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defj~ed as the price
at which property would be exchanged between a willing buyer and a wimng 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 disC osed on
schedule F. I
I
VA4UE AT DATE OF
; DEATH
i 44,683.86
Bobish, Ruth 1.
ITEM
NUMBER
1
DESCRIPTION
One-half(1/2) interest in real estate located at 781 Lee Lane, East Pennsboro Township, Cumberland
County. Sold on May 24,2005, with net proceeds in amount of$89,367.72. One-half (1/2) net proceeds
= $44,683.86. See copy of settlement sheets attached.
TOTAL (Also enter on Line 1, Recapitulation)
i
44,683.86
..
II
A. Settlement Statement
U.S. Department of HousIng
and Urban Development
OMB No. 2502-0265
1.
4.
FHA
Vf'.
2.
5.
FmHA
Conv.
3.
rns.
) Conv. Unl s. 6. FIle N'Jmber
BOBISH.781
7. Loan Number
Number
B. Type of loan
I
C. Note:Thls form IS fljrnlShed to gIve you a. stBtement of actlJal settlement
showy]. Items marked" (POCj" '..Jere paId O\Jt91de t:he clOSIng; t.heyare
IncllJded In the totals. 3.0
costs. Amounts paId to and by the settilement agent
shown here for Informational plJrpos$$ and are no~
are
01-92
(l/BOBrSH. 781)
D. Name and Address of Barrov./er E. Name and ~.ddress of seller F. Name and Address of l.~r der
MIchael A. Cavanagh The Estate of R1Jth 1. BabIsh None
Sug-);n Cavanagh ;;lrJd LClJ 1 S M. 80b Ish
400 N. AlA No. 116
JupIter, Fl. 33477
G. Proper<: y LocatIon H. Settlement Agent
7Bl l.ee Lane Kerwin & l<erWln !
ErJola, PA 17025 i
Place of Settlement I. Set t'llement Date
TaY, Parcel II 09-12-2992-001A I
4245 Route 209 May 214, 2005
U207814 El1zabethvllle, PA 17023
J. Summary of Borrower's TransactIon
100 Gross Amount: Due From Borrower
K. Summary of Seller's TransactIon
400 Gross A.mount" Due To Seller
101 . Cant: ract Sales PrIce 90 000.00 401 . Cont r3ct Sales PrIce 90 000.00
102. Personal Prooertv 402. Personal Prooertv
103. Settlement cha raes to borrower (l1ne 14001 944 . 50 403.
104. 404.
105. 405.
Adjustments for 1 terns paId by seller In advance Adjustments for 1 terns paId by seller In adva l ce
106. School taxes 05-24-05 to 07-01-05 142.96 406. School taxes 05-24-05 to 07-01-05 142. 96
107. Countv ta,x,es 05-24-05 to 01-01-06 124.76 407. County t:.axes 05-24-05 to 01-01-06 124 .76
108. CItV Taxes to 408. Cl t v Tay.es to
109. 409.
110. 410.
111. 411 .
1 7 ~
120. Gross Amount Due From Borrower 91.212.22 420. Gross AmolJnt D1Je To Seller 90,267.72
200. Amounts PaId By Or In Behalf of Borrower 500. Reduct Ions In Amount Due Seller
201. Denoslt or ea rnes t monev 1 500.00 501. Excess deooslt (see Instruct Ions)
202. Pnflcloal amount of new loan Is) 502. Settlement charnes to seller (l1ne 1400) 900.00
203. E:'<lstlna loan (s) taken sub,ect to 503. EY,IStlnO loans taKen S1Jbi eet to
204. 504. Pa va f f of fIrst mortaaae loan
205. 505. Pavof f of second mortaane loan
206 506.
207. 507.
208. SOB.
209. 509.
!',d]IJstrnents for 1 terns unpaid by seller AdJustments for Items unpaid by seller
/.10. School t aY.es to 510. School taxes to
211. C01Jntv taxes to 511 . County r~axes to
212. Cl tv Ta.y,es to 512. Cltv Taxes to
213 . 513.
214. 514.
215. 515.
216. 516.
217. 517.
21B. 518.
219. ~19.
220. Toeal PaId By/For Borrower 1.500.00 520. Total Reduct Ion Amo1Jnr:: D1Je Seller 900.00
300. Cash At Set t: 1 ernen t From/To Borrower 600. Cash At Settlement To/From Seller
]01. Gross am01Jnt due from borrower (lIne 1201 91.212.22 601. Gross am01Jnt dlJe to seller (l1ne 420) 90.267.72
302. Less amounts pald by/for borrower(11ne 220) ( 1.500.00) 602. Less redlJct Ions In amt. dlJe seller (l ine 520) ( 900.001
303. Cash (X) From [ I To Borrower I 89,712.22 603. Cash [X] To I ) From Seller 89,367.72
, ,
The 'mderslgned he~6Y,aclc.nowledge recelpr of a compler:ed copy of pages 1&2 of r:hlS s"~e!,,ent _% a":g;sper red to hereIn
;~/d'l~ ~/ cZ,<CEJ - __ }t:~A I
Buyer/Barrowit-' Sell' .
MIchael A. Cavanagh The ES,~~;~ of ~th I. 80b~ . \/
~~-d -:h~. '~;-;;'<[/:l
81Jyer/Borrower
SlJSan Cavanagh
Selle
B.nd LO'J 1 sM. Bobl
HUD-l 13-86) RESPA, HB 4305.
Buyer has been advised of the benefits of title insurance and has declined to purchase
II
Settlement Statement Page 2
L. Settlement Charges
,00. Total Sales/Brokers CommIssIons based on prIce S Paid From Paid From
DIvISIon of CommISSIon ( line 700) as follows: Borrowers Seller's
701. S to f'Jnds at Funds at
702. <; to Settlement Settlement
703. CommiSSion oaid at Settlement
704.
800. Items payable In Connection With Loan
801. Loan Orlqlnation Fee % to I
802. Loan DIscount % to ,
803. to :
804. to i
805. to
806. to
807. to I
808.
809. .
810. I
811 .
900. 1 terns Reouired Bv Lender To Be pa id In Advance
901. Interest from to @ S I dav for davs
902. Mortaaoe J nsurance Premi um for months to
903. Hazard r nSlJrance PremIum for 1 vea rs to !
904. to
905. !,
1000. Reserves De cSIted WHh Lender
1001. Hazard InS1J ranee Months @ month
1002. Mort a e Insurance Months @ month
1003. School tay,es Months @ month
1004. C01Jnt t:afV,es Months @ month
1005. Cit Taxes Months @ month
1006. Mon t hs @ month
1007. Months @ month
1008. Months @ $ per month
1100. THle ChF.lrnes
1101. Settlement or closinn fee to
1102. Abet ract or tlt;,le search to
1103. Title examInatIon to
1104. Ti t Ie 1 n81J ranee binder to
1105. DOC1Jment nrenaratlon to !
1106. Notarv fees to
1107. Attornev' 8 fees to
(lncl'Jdes above Items numbers: )
1108. Title Insurance to (Decl1ned\ :
( Includes above Items numbers: )
1109. Lender t s coveraae "
111 O. Owner IS coverane -" I
1111 .
1112.
111] .
1200.
1201.
1202.
1203.
1204.
1205.
'Mort a e
000.00
000.00
'Releases
44.50
900.00
900.00
1300. AddItIonal Se~~lement Char es
1301. Surve
1302. Pest Ins ectlon
1303. Water and Sewer BIll
1304.
130S.
to
to
~o Eas~ Pennsboro A\Jthorlt
PO
(1/80BISH.781)
900.00
1400. Tot;:}l Settlement Charges (enter on llrJes 103, SectlorJ J and 502, Sect::Ion K)
944 . 50
By slgnIng page 1 of thIS statement, the SIgnatorIES acknowledge receipt of a completed
of thiS
p ge st-3.r:ement.
Certlfled ':0 be a tr1Je copy
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT OECEOENT
ESTATE OF
Babish, Ruth I.
I FILE NUMBER
21 - -
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VA UE AT DATE OF
NUMBER ! DEATH
1 *Note: Bonds were joint with Michael Babish,
spouse, who predeceased her.
2 Eleven (11) U.S. Savings Bonds - Series H 6,500.00
3 Fifteen (15) U.S. Savings Bonds - Series E and EE 3,706.72
4 U. S. Savings Bonds - Miscellaneous payment 90.00
TOTAL (Also enter on line 2, Recapitulation) ! 10,296.72
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II
II
~RAL RESERVE BANK
OF PHILADELPHIA
131 9 2 4 2 5 9 ;~
ACCl: 14105060158
BOND REDEMPTION PRINCIPAL
6 THOUSAND 500 DOLLARS AND 00/100
PAY TO THE ORDER OF:
03/03/2005
NOT PAYABLE UNLESS PRESENTED
WITHIN 6 MONTHS OF DATE HEREON
CHECK AMOUNT
LOUIS M BOBISH EXEC O/W/O RUTH
I BOBISH DECD
C/O KERWIN AND KERWIN
4245 RT 209
ELIZABETH PA 17023
AUTHORIZED SIGNAT\JRE
FEDERAL RESERVE BANK OF PHILADELPHIA
FlSCAL AGENT OF THE UNITED STATES
I: 0 j ~ 0 0 0 0 ~ 0 I: ~ j ~ 9 2 ~ 2 59111 000 j
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bobish, Ruth I.
I FILE NUMBER
21 - -
I
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the Iright of
survivorshIp must be disclosed on schedule F. I
I
ITEM DESCRIPTION VAL~E AT DATE OF
NUMBER ! DEATH
1 U.S. Treasury Direct Account #4800-410-3118. (Note: one-half (1/2) interest in this account held by 25,068.24
Michael Bobish and one-half(1/2) by his wife, Ruth Bobish. Michael Bobish predeceased his wife. His
interest has been reported in his Estate, his interest passed to his wife and the entire value is reported
herein.
2 Personal household goods 750.00
3 1988 Plymouth Sedan 200.00
4 Checking Account #4100026146 16,290.88
Waypoint Bank
5 Certificate of Deposit #7100013213 30,000.00
Waypoint Bank
6 Certificate of Deposit #9600041789 15,000.00
Waypoint Bank
7 Certificate of Deposit #7100013901 30,000.00
Waypoint Bank
I
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I
TOTAL (Also enter on Line 5, Recapitulation) 117,309.12
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:,;\ -'-' '-, ""':"".,.,.0."',;',:::-\')', -..':,~:':,:':':":/:_'~<':;:',,:.:.:'::!.','
LOtJIS;Mi€H~E];, :B0B:r:SHl\EX\~W\.
"- ,,~' \-- ,,':: ,~,'.; ',". : ' ,..c" ': .~'~i::""~I'iL'\ ,', .. - :"~', 1\,,'\,~I,"l\in, ';:~i~lL"I",I,i ,', . 1'\*: ,"~L1Il
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..C/OTER:RENCEJ.KERMN
;".' .' .' ',,' '_' ". . ~ :'_:;".~: '."; ,v,.' ." .' .' .' _' ,,_,' /'
4245'~()TJTE209
ELIZABETHVILLE, P A ] 7023
-----,---
, i'"I> i~,/ ',-;:, , I, l '.. . '; ,.~ .
"'EJ!~It ~'s;g~\tE 13mNK c
/';;'bF CAlCAGO .
(
/
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>.:?':
',n..i/zethousand eighlhundredseiienfy-iine.tll1d36/ 100
.;......;,. ,'.'.. -.',.' -.'.' -' '. '"
,'c.,: .', .'
11'00 . ~ g . 211' 1:07 .00030 .1: ~0001l'
CHECK NUMBER: 014912
CHECK AMOUNT: $ 9,871.36
I
ISSUED DATE: 08/18/2005
REASON: Sell Direct
LOUIS MICHAEL BOBISH EX UlW OF
MICHAEL BaBISH AND RUTH IRENE BaBISH DECD
C/O TERRENCE] KERWIN
4245 ROUTE 209
ELIZABETHVILLE, PA 17023
,
V1WaYRoint
BANK
po. Box 17/1. Harrisburg. PEnnsylvania 17105-17/1
Member FDIC
STATEMENT DATE
11-30-04
PUTH BOBISH
781 LEE UI
HI 0 UP;: 1 7 0 2S
017 -2846
CHECK 21 ACT A NEW FEDERAL LAW EFFECTIVE 10/28/04.
INCREASES EFFICIENCY & SECURITY OF U S CHECK PAYMENT
SYSTEM. YOUR NOVEMBER STATEMENT CONTAINS MORE
INFORMATION. QUESTIONS? VISIT WAYPOINTBANK.COM
ACCOUNT TYPE OF ACCOUNT
4100026146 GMFA 30 DAY
AVERAGE BALANCE
16.28888
----------------------------------------------------------------------------
PREVIOUS BMANCE 16.288 88
DEPOSITS .00
V,I I THDRAviM S 00
CH,IjRGES .00
lNTEREST 2 00
E I~ 0 \1'1 G B6.LANCE 16.290 .88
-INTEREST SUMMARY- - - - - *
li'ITEREST EARNED FROM 10/31/04 TO 11/30/04
D~YS IN PERIOD 30
!IHEPEST E~RNED 2. 00
~ I~ N U ~ L PERCENTAGE YIELD EARNED .15 %
IHTEPEST P~ I D T HIS Y U.R 22 57
[t.ITEREST ",ITHHELO THIS YEAR .00
TR.ANSACT 1 ON SUMMARY- - - - *
TRANSACTION DEPOSITSI CHECKS/
[i.~ TE DESCRIPTION CREDITS DEBITS BALANCE
11 !3 0 IIHEREST PAYMENT 2 00 16290 88
TH~NK YOU FOR BANKING AT WAYPOINT BANK
Customer ServiCE Toil-FrEE 1-866-WAYPOINT (1-866-929-7646) . In York Area 717/815-4500
Date
Opened:
10/30/2001 Term:
60 MONTHS
Tax
ID:
203 -10 - 0415 Number:
Certificate of Deposit
Account Number:
71000132
Amount of
Deposit: THIRTY THOUSAND AND 00/100
This Time Deposit is Issued to:
Issuer:
SUMMERDALE BRANCH 1
401 ENOLA ROAD
ENOLA PA 17025
W~ypa]Nr
\
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30,000.
BANK
\, S e rJ..
C:tD '6 }
\ '
RUTH BOB ISH
781 LEE LN
ENOLA PA 17025-0000
Not Negotiable - Not Transferable - Additional terms are below.
BY~
Additional Terms and Disclosures I
This form contains the terms for your time deposit. It is also the Minimum Balance Requirement: You must mak~ a minimum deposit I
Truth-in-Savings disclosure for those depositors entitled to one, There I
are additional terms and disclosures or. page two of this form, some of open this account of $ 500. 0 O~' .
which ex.plam or expand on those below. You should keep one copy of 0 Y . . tho .. b ..
this form. au must mamtam IS illlrumum alance on. daily basIs to earn tt
Maturity Date: This account matures 10/30/2006 annual percentage yield disclosed. I
(See below for renewal information.) Withdrawals of Interest: Interest 0 accrued Irnxcredited during
I
Rate Information: The interest rate for this account is 4. 22000 % term can be withdrawn:
with an annual percentage yield of 4.30 %. This rate will be AT ANY TIME WITHOUT PENALTY
paid until the maturity date specified above. Interest begins to accrue on Early Withdrawal Penalty: If we consent to a re uest for a withdraw1
the business day you deposit any noncash item (for example. a check). that is otherwise not permitted you may have t pay a penalty. Th
Interest will be compounded MONTHLY penalty will be an amount equal to:
Interest will be credited END OF MONTH 6 MONTHS LOSS OF INTEREST
BY ADDING BACK TO TIME DEPOSIT interest on
IXkThe annual percentage yield assumes that interest remains on deposit Renewal Policy:
until maturity. A withdrawal of interest will reduce earnings.
o If you close your account before interest is credited. you will not
receive the accrued interest.
The NUMBER OF ENDORSEMENTS needed for withdrawal or any
1
e amount withdra wn
I
o Single Maturity: If checked, this account. rill not aucomaticall:
renew. Interest 0 will 0 will not acc~, e after maturity.
fi Automatic Renewal: If checked. this acco m will automaticall~
renew on the maturity date. (see page two for erms)
Interest []:Xvill 0 will not aecrue after \mal maturity,
other purpose is:
ACCOUNT OWNERSHlP: You have requested II
and intend the type of account marked below.
lXXlndividual I
o Joint Account - With Survivorship I::~.~~:,~,'"''''''
o Joint Account - No Survivorship I" ,,""" on" '''''001
o Trust: Separate Agreement Dated __.__
o RUTH BOBISH
BACKUP WITrmOLDING CERTIFICATIONl
TIN: 203-10-0415 I
lX}: Taxpayer I.D. Number - The Taxpayer 0 Exempt Recipien - I am an exeml
Identification Number shown above (TIN) is recipient under the Int mal Revenue Servic
my correct taxpayer identification number. Regulations.
A provision for my' signature, certifyin
under penalty of pe jury the statemenl
checked in this seetio , is contained on th
frrst copy of this certifI ate.
I
I
I
I
I
I
I
I
IRX Backup Withholding - I am not subject
to backup withholding either because I have
not been notified that I am subject to backup
withholding as a result of a failure to report
all interest or dividends. or the Internal
Revenue Service has notified me that I am no
longer subject to backup withholding.
o Revocable Trust Designation as defined in this
agreement (Beneficiaries' names and addresses)
ENDORSEMENTS - SIGN ONLY WHEN YOU REQ ST WITHDRAWAl
x
X
X
<9 1993 Bankers Systems. Inc.. SI. Cloud. MN Form CD.AA.NPD 111 3/24/99
READ PAGE TWO FOR ~~~'i5'~004/9p~ge 10f
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II
Date
Opened:
12/04/2001 Term:
37 MONTHS
Tax
ID:
203-10-0415 Number:
710001
Certificate of Deposit
Account Number:
71000L
Amount of
Deposit: THIRTY THOUSAND AND 00/100
This Time Deposit is Issued to:
Issuer:
$ I 30,00C
SlJl'.1MERDALE BRANCH / WAYt:10INT BANK
401 ENOLA ROAD
ENOLA PA 17025 '\
lJ~
~\Jc,-
rS
RUTH BOBISH
781 LEE LN
ENOLA PA 17025-0000
Not Negotiable - Not Transferable - Additional terms are below.
By
1i p r he' () 1I1' 4 (} ;\ 1 '\
~ '--', \
\
This fmm contains the terms for your time deposit. It is also the
Truth-in-Savings disclosure for those depositors entitled to one. There
are additional terms and disclosures on page two of this form, some of
which explain 01" expand on those below. You SllOUld keep one copy of
this form.
Maturity Date: Tllis account matures 1/04/2005
(See he/ow 1'(11' renewal information.)
Rate Information: The interest rate fOI' tllis account is 3.93000 0/0
with an annual percentage yield of 3.97 0/0. Tllis rate wil/ he
paid until the maturity date specified ahove. [l1terest begins to accrue on
the business day you deposit any noncasll item (t(lr example. a check).
Interest will he compounded SEMI -ANNUALLY
Interest will he credited END OF MONTH
BY CHECK
lRkThe annual per-centage yield assumes that il1tel'est remains on deposit
until maturity, A withdrawal of interest will reduce earnings.
o If you close your account hefore interest is credited, you will IHlt
f'eceive the accrued interest.
i
Additional Terms and Disclosures \
Minimum Balance Requirement: You must ml..~ke a minimum depo'l
openthisaccountof$ 1/000.0p,
o You must maintain this minimum halance on\ a uaily hasis to eai'll
annual percentage yield disclosed, . '\
Withdrawals of Interest: Interest 0 accruedi ~redited durin
term can be withdrawn: I
AT ANY TIME WITHOUT PENALTY I
Early Withdrawal Penalty: If we consent to a II eque,( for
that is otherwise not permitted you may havtl to pay a
penalty will be an amount equal to:
LOSS OF 180 DAYS
a wilhdra\
penalty, T
intere,t om the amount withdra",
Renewal Policy:
~
o Single Maturity: If checked. [his accounl will ntH aUlomatical
renew, Interest 0 will 0 will not accr e after matul'ity,
Automatic Renewal: If checked, this acd unt will automatical
renew on the maturity date, (see page two for terms)
IJlterest []:Xvill 0 will not accrue aftelr Itinalmatul'ity,
other purpo,e is:
The NUMBER OF ENDORSEMENTS needed for withdrawal 01' any
1
ACCOUNT OWNERSHIP: You have requested
and intend the type of account marked helow. TIN:
!XkIndividual IRk Taxpayer r.
o Joint Account - With Survivorship :;':',I'~;~::~II'n"nJ' Identitication Nun
o Joint Account - No SUf'vlvor,hifl (." <en""" ",..""""" my cOl'rect taxflay
o Trust: Separate Agreement Dated IRk Backup Wit
0 to hackup witl1l1o
not heen Ilotitied
withholding as a
all interest or
Revenue Service I
o Revocahle Trust De,ignation as defined in this longer suhject to
agreement (Beneticiaries' names and addre"e,)
BACKUP WITHHOLDING CERTIFICATIOJ'!-l
203-10-0415
D. Number - The Taxpayer
lhel' sllown above (TIN) is
er identification number.
o Exempt Recipie[\ s - r am an ex em
,'ecipient under the lnt mal Revenue Servi
Regulations.
A provision for my signature, certifyir
under penalty of p~ 'ury the statemen
checked in this sectio\1 is contained on H
first copy of this certiti ate.
hholding - I am not subject
Iding either because I have
that-I am subject to backup
result of a failure to report
d iv idends, or the Internal
las notitied me that I am no
hack up withholding.
ENDORSEMENTS - SIGN ONLY WHEN YOU REQUEST WrTHDRAWAI
x
I:
or. 1993 Bankers SV'slems. Inc., 51 Cloud. MN Form CO.AA.NPD (11 3/24/99
READ PAGE TWO FOR Al~b'Nl\<t9~~~004/~,~ge 101
'~"_~m_ J
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINI51RATIVE COSTS
ESTATE OF
Bobish, Ruth I.
I FILE NUMBER
21 - -
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT!
NUMBER I
A. FUNERAL EXPENSES:
1 Emmanuel U.M.C., Enola - funeral luncheon 450.00
B. ADMINISTRATIVE COSTS: 8,614.48
1. Personal Representative's Commissions
Louis M. Bobish
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 1018 Teakwood Lane
City Enola State PA Zip 17025
-
Year(s) Commission paid 2005
2. Attorney's Fees Kerwin & Kerwin -- Terrence J Kerwin 4,307.24
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 80.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - Estate Notice 75.00
2 The Sentinel - Estate Notice 137.03
Total of Continuation Schedule(s) , 1,405.78
I
TOTAL (Also enter on line 9, Recapitulation) : 15,069.53
I
.
Schedule H
Funetal Expenses &
Administratiw Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bobish, Ruth 1.
I FILE NUMBER
21 - -
3
Register of Wills - Additional Short Certificates
20.00
4
Register of Wills - Additional Probate Fee
155.00
5
Vital Records - Additonal Death Certificates
18.00
6
East Pennsboro Township - sewer bill
137.00
7
PPL Electric - electric bills
387.86
8
Council of Westwood Village - Condo Fee
372.00
9
PAWC - Water Bills
61.80
10
Alicia Stine - 2005 County/Township Real Estate Taxes
205.12
11
Certified Mail
4.00
12
Register of Wills - Releases
15.00
13
Register of Wills - Filing ofInheritance Tax Return and Inventory
30.00
!
Page 2 of schedulf H
II
.
REV-1613 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bobish, Ruth I.
I FILE NUMBER
21 - -
RELATIONSHIP TO AMOUINT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
, Tn,.'aal.'
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I
I
1 Louis M. Bobish Son Real 1tate plus 50%
1018 Teakwood Lane of resi ue
Enola, PA 17025 I
2 Stephanie M. Pishack Granddaughter $1 o,oo~ .00 bequest
155 King Street, Apt. #7 i
Pottstown, P A 19464 I
I
I
I
3 Charlene R. Reddington Granddaughter 50% o~residue
2210 West Main Street
Suite 107, #143
Battleground, W A 98604
Enter dollar amounts for distributions shown above on lines 15 through 18, 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
I
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
~~=
LAST WILL AND TESTAMENT
OF
RUTH I. BOBISH
I, RUTH I. BOBISH, of 781 Lee Lane, Enola, in the County of Cumberland and
Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make
and publish this, my Last Will and Testament, hereby revoking and making void all former
Wills by me at any time heretofore made.
FIRST:
I direct my hereinafter named Executor to pay all my legally enforceable
debts, funeral expenses, administration expenses, and inheritance, estate, succession or excise
taxes, which I owe or may become due on account of my death, as soon as may be convenient
after my decease.
SECOND
I give and devise my property situate at 781 Lee Lane, Enola (East
Pennsboro Township), Cumberland County, Pennsylvania, to my son,LOUIS M. BOBISH.
THIRD
I give and bequeath the sum ofTen Thousand Dollars ($10,000.00) to
my granddaughter, STEPHANIE M. PISHACK.
FOURTH:
1 give, devise and bequeath all the rest, residue and remainder of my
property, be it real, personal and mixed, whatsoever and wheresoever the same may be situate
at the time of my death as follows:
IECoOR'I M. KERWIN
:RRENCE j KERWIN
OSEP~ D. KERWIN
1..'1 MCCLURE KERWIN
Page 1 of 2 Pages
,~ :J a '}
. *21: ~~A
R TH I. BOBISH .
(SEAL)
TTORNEYS AT LAW
A. Fifty Percent (50%) of the residue of my estate shall pass to my son, LOUIS
M. BaBISH.
B. Fifty Percent (50%) of the residue of my estate shall pass to my granddaughter,
CHARLENE R. REDDINGTON.
FIFTH:
I nominate, constitute and appoint my son, LOUIS M. BaBISH, as
Executor of this, my Last Will and Testament, authorizing and empowering him to sell and
convey any and all real estate of which I own at the time of my death.
I further direct that my Executor or personal representatives shall not be required to
pOSt bond to act in said capacity.
IN WITNESS WHEREOF, I,RUTH I. BaBISH, have hereunto set my hand and
seal, to this my Last Will and Testament, thisa day of Il~. L-
,2004.
SIGNED, SEALED, PUBLISHED
and DECLARED by the above-
named Testatrix, RUTH I.
BaBISH, as and for her
Last Will and Testament, in
the presence of us, who at
her request and in the
presence of each other, have
hereunto set our names as
witnesses:
(SEAL)
1f--e~ ( r4~v,-
Residing
(J,\ 'c.t. C'...L~ ~ B . f 4_
Page 2 of 2 Pages '
o \PJW\W1Ll.\BOB!SH 1'.18
GREG01'l,. M KE~wIN
T(:RR(NC(.J KERW'N
JOSE"'.... 0 K(I'IWiN
HOLL t MCCl..ul'lE KERWIN
AiTORNEVS AT lAW
-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 1712B-0601
REV-lle2 EX111-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004879
BOBISH lOUIS M
1018 TEAKWOOD lANE
ENOlA, PA 10725
ACN
ASSESSM ENT
CONTROL
NUMBER
AMO NT
101
_____u_ folJ
ESTATE INFORMATION: SSN: 203-10-041 5
FILE NUMBER: 2104-1015
DECEDENT NAME: BOBISH RUTH I
DATE OF PAYMENT: 01/25/2005
POSTMARK DATE: 01/24/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2004
TOTAL AMOUNT PAID:
I
I
$6,001.00
,
REMARKS:
CHECK# 6000.00
SEAL
INITIALS: JA
RECEIVED BY:
TAXPAYER
GREGORY M KERWIN
TERF.ENCE J. KERWIN
JOSEPH D. KERWIN
HOLL y MCCLURE KERWIN
ATTORNEYS AT LAW
J
RELEASE
: ,Estate No. 2004-01015
,
.~ KNOW ALL MEN BY THESE PRESENTS, that I, CHARLENE R.
iiREDDINGTON, of2210 West Main Street, Suite 107, #143, Battleground, Washington,
'I
1198604, do hereby acknowledge that upon the signing ofthis Release, I will receive from
IILOUiS M. Bobish, Executor of the Estate of Ruth I. Bobish, late of Enola, Cumberland
County, Pennsylvania, the sum of Forty-Six Thousand Five Hundred Ninety-One
liDollars and Fifty-Two Cents ($46,591.52). Upon approval of the Pennsylvania
i !Inheritance Tax Return by the Department of Revenue and payment of all inheritance
!iand 2005 income taxes, I will receive one-half (1/2) of the balance held in reserve, in
: full settlement of any claim or claims that I may have by, under and because of the Will
i lof the late Ruth I. Bobish.
I
Ii
I i AND, THEREFORE, I, CHARLENE R. REDDINGTON, intending to be legally
llbound hereby, do, by these presents, remise, release, quit-claim and forever discharge
ilLouis M. Bobish, as Executor of the Estate of Ruth I. Bobish, deceased, his heirs and
lassigns, of and from all actions, accounts, claims and demands whatsoever, related to the
ladministration of this Estate.
Ii
11 I, CHARLENE R. REDDINGTON, have been duly advised of my right to have
1'!LOUiS M. Bobish, Executor, file with the Orphans' Court Division of the Court of
Common Pleas of Cumberland County an Accounting of the services he has rendered,
I and I do hereby specifically waive my right to have such an Accounting prepared and
presented to the Court.
I
I
.1 ;-: IN WITNESS WHEREOF. I have hereunto set my hand and seal. this 1'/ day
IIOf ('Ii'fJ;tct0 ,2005.
II
I
IWI~ESS:
~,\l' 'lOI/
I
I d/PJw/estlbobish,r rei
f
, ,'\~"tmu~.~ ~/ t \....) ) /~ .'
c, '"/ . O~I(. If/. ~~, I..., .'", "
" ~ I ~<<:'.-:"\O.N'r;A'1f " ,-:-,- {Q I (i' _ { j ,- ech l i ! /' f (('; i '(SEAL)
..~O:>"" ' ~.~ 0# "
! II 01'ARy~' fHARLENE R. EDDING'F N'I
= :0 ~ ,_.,~ t:~
:. \()co: ~
: \-1,: pue\.." {S: ;z: ::
-:. -.."61 . . ni,. S ~
\. Ql~ '~.l4f8f?' t~~~0 ...~
~" ~'fj ",.~..."".S-~~>'''t'''Ii(''
""" l:^"'H.J;P,;.~ ,,-'
" . v;r \V--, .." ''';~~
""f.~i:H;M}~.r/c
l... ,
GREGORY M. KERWIN
TERRENCE J. KERWIN
JOSEPH D. KERWIN
HOLL Y MCCLURE KERWIN
ATTORNEYS AT LAW
0-
RELEASE
iEstate No. 2004-01015
I
KNOW ALL MEN BY THESE PRESENTS, that I, LOUIS M.BOBISH, ofl018
Teakwood Lane, Enola, Pennsylvania, 17025, do hereby acknowledge that I have
received from Louis M. Bobish, Executor of the Estate of Ruth I. Bobish, late of EnOl la,
Cumberland County, Pennsylvania, the sum of Forty-Six Thousand Five Hundred
Ninety-One Dollars and Fifty-One Cents ($46,591.51). Upon approval of the
Pennsylvania Inheritance Tax Return by the Department of Revenue and payment of all
inheritance and 2005 income taxes, I will receive one-half (1/2) of the balance in
reserve, in full settlement of any claim or claims that I may have by, under and because
of the Will of the late Ruth I. Bobish.
AND, THEREFORE, I, LOUIS M. BOBISH, intending to be legally bound
hereby, do, by these presents, remise, release, quit-claim and forever discharge Louis M.
Bobish, as Executor of the Estate of Ruth I. Bobish, deceased, his heirs and assigns,-of
and from all actions, accounts, claims and demands whatsoever, related to the
administration of this Estate.
I, LOUIS M. BOBISH, have been duly advised of my right to have Louis M.
Bobish, Executor, file with the Orphans' Court Division ofthe Court of Common Pleas
of Cumberland County an Accounting of the services he has rendered, and I do hereby
specifically waive my right to have such an Accounting prepared and presented to the
Court.
,_ _ IN WJ"TNESS WHEREOF, I have hereunto set my hand and seal, this ~day
of {~'J."-'~ , 2005.
WITNESS:
I
(SEAL)
d :lpjw/est/bobish-r.rel
GREGORY M. KERWIN
TERRENCE J. KERWIN
JOSEPH D. KERWIN
Hall y MCCLURE KERWIN
ATTORNEYS AT LAW
V^-
II
RELEASE
Estate No. 2004-01015
I, STEPHANIE PISHOCK, of 155 King Street, Apt. #7, Pottstown, Pennsylvania,
19464, do hereby acknowledge that upon the signing and return of this Release, I will
receive from Louis M. Bobish, Executor of the Estate of Ruth I. Bobish, late of East
Pennsboro Township, Cumberland County, Pennsylvania, the sum of Ten Thousand
Dollars ($10,000.00) in full settlement of any claim or claims that I may have by, under
and because of the Will of the late Ruth I. Bobish.
AND, THEREFORE, I, STEPHANIE PISHOCK, do hereby release Loui$ M.
Bobish, as Executor of the Estate of Ruth I. Bobish, deceased, his heirs and assignis, of
and from all claims related to the administration of this Estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal, this :J..Cdayof
6.fr , 2005. -
'-
WITNESS:
C71~
~+(~, ~~\ul (SEAL)
STEPHANIE PISHOC
D:\PJW\ESTlBOBISH-I.REL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
,- APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
12-05-2005
BOBISH
1l-01-2004
21 04-1015
CUMBERLAND
101
APPEAL DATE: 02-03-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH I FILE NO. 21 04-1015 ACN 101
BUREAU OF INDIVIDU~'" ~J~~~~_.,
INHERITANCE TAX DIVISIDH-'i :C_'._' i
PO BOX 280601 ,. '''..: _,'
HARRISBURG PA 17128-0601'
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TERRENCEJ KERWIN
4245 ROOTE 209
ELIZABETHVILLE
PA 17023-9765
ESTATE OF
BOBISH
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
REV-1547 EX AFP (06-05)
RUTH
I
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 12-05-2005
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
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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)
8. Total Assets
) CHANGED
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
44,683.86
10.296.72
.00
.00
117.309.12
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
172,289.70
]5.069 53
157,220.17
.00
157,220.17
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
(9)
ClO)
15,069.53
.00 X 00 = .00
157,220.17 X 045 = 7,074.91
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 7,074.91
.
~"H''''", "Cl.c.a.r l+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-24-2005 ..:: CD004879 315.79 6,000.00
10-06-2005 CD005872 6.86- 766.50
TOTAL TAX CREDIT 7,075.43
BALANCE OF TAX DUE .52CR
INTEREST AND PEN. .00
TOTAL DUE .52CR
.00
Cll)
Cl2)
Cl3)
Cl4)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RK.
KERWIN & KERWIN
ATIORNEYS AT LAW
4245 ROUTE 209
ELIZABETHVILLE, PA 17023
(717) 362-3215
(717) 896-9089
FAX (717) 362-4459
E-mail: kkl@epix.net
GOvERNORS' ROW
27 NORTH FRONT STREET
HARRISBURG, PA 17101
PATRICK E. KERWIN (1913-1987)
(717) 238-4765
FAX (717) 238-8455
GREGORYM. KERWIN - GMK@Kerwinlawfrnn.ann
TERRENCE J. KERWIN - KK@Kerwinlawfinn.com
JOSEPH D. KERWIN - JDK@KerwinIawfinn.com
HOLLY McCLURE KERWIN - KK@Kerwinlawfinn.com
please Reply To;
a ELIZABETHVILLE OFFICE
a HARRISBURG OFFICE
December 15, 2005
Register of Wills Office
Cumberland County
Hanover and High Streets
Carlisle, PA 17013
Re: Estate of Ruth I. Bobish
Estate No. 2004-01015
Dear Register of Wills:
Please fmd enclosed herewith for filing an original and one (1) copy of a Status Report Under Rule
6.12. I have enclosed a self-addressed, stamped envelope for your convenience in returning the clocked-
in copy to me.
Thank you for your kind assistance.
Very truly yours,
~-Vl
TE~ KERWIN
TJK:pjw
Enclosures
D:\PJW\LET\RW-CUMB.BOB
ST A TUS REPORT UNDER RULE 6.12
Name of Decedent: Ruth I. Bobish
Date of Death: November 1,2004
Estate No.: 2004-01015 (Cumberland County)
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a.
Did the personal representative file a final account with the Court?
No X
Yes
b. The separate Orphans' Court No. ( if any) for the personal representatives'
account is :
c.
interest? Yes X
Did the personal representative state an account informally to the parties in
No
d. Copies of receipts, releases, joinders and approvals of formal or informal
acco~ots may be filed with the Clerk of the Orphans' Court and may be attached to this report.
~:;;f-f~-
TERRENCE J. KERWIN, ESQUIRE
KERWIN & KERWIN
4245 Route 209
ELIZABETHVILLE, P A 17023
(717) 362-3215
('\.1
Date::-12/15/05'
C. Ie
(I
Capacity:
Personal Representative
_x _ Counsel for personal
representative
RW-27
D: \PJW\EST\BOBISH -R.6I2
~~