HomeMy WebLinkAbout02-0333PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Emmett Vance Rodc~ers No.
a~o known as To:
E_ Vanoo_ Rc~dg~.¥S
Social Security No. 2 01 - 2 8 - 9 ~ 7 ~eceased.
Register of Wills for the
County of '
Commonwealth of Pennsylvania
The petition of the undemigned respectfully represent,, that:
Your petitioner(s), who:/~'are 18 years of age or older an the execut rices
in thc last will of the above decedent, dated Febrnary 1
and codicil(s) dated
N/A
in the
19n~ed
(state relevant cir~unstances, e.g. renunciation, death of'executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h last family or principal residence at B~-lany Villaqe
(Iht ~m~, -umber ,nd munci~li~/)
Decendent, then 90 years of age, died March 12 , ~ 2002,
at
Except
as follow% decedent did not marry, was not divorced and did not have a child born or adolxed
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: ~/~
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 80 ~ 000.00
(If not domiciled ia Pa.) Personal property in Pennsylvania $ O0.0O
(If not domiciled in Pa.) Personal property in County $ no on
Value of real e~ate in Pennsylvania $ nn nn
situated as follows: N/A .....
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~land
The petitioner(s) above-named swear(s) or af£um(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above deced.ent petitioner(s) will well,nd truly~administer~fl~e estate according to law.
Sworn to or affh-med and subscribed
before me this 2nd day o_f /
No..21 - ~ :, ~,%3
Estate of Emmett Vance Rodgers .. . Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AgRIL 2, 2002
the reverse side hereof, satisfactory proof having been presented before me,
IT I$ DECREED that the ~strument(s) dat~t w':'~'"'-'~=*'!r 1, 199t
described therein be admitted to probate and filed of record as the last will o'f
Emmett Vance Rodgers A.K.A. E VANCE RODGERS
and Letters
Testamentary
xl~ ~ consideration of the petition on
are hereby granted to
M~=rl~ ll va~= T~=r~nn~ anr~ r~nna Ei l aan ari~
FEES
Probate, Letters, Etc .......... $.
Short Certificates( ) .......... $
jcp $
TOTAL $
MA~Y C~EWIs Register
Fded 4-2-2002
~' 'i'~' ~h'~' 'ffI~' 'i'fi'~b'fh office
4-2-2002
200.00 Ron Turo, #34334
18.00
ATTORNEY (Sup. Ct. I.D. No.)
6.00
28 S. Pitt St.
5.00
229.00 ADDRF.~
Carlisle, PA 17013
PHONE
(717) 245-9688
21-02-333
SAIDIS, GUIDO
& MASLAND
2109 Market Street
Camp Hill, PA
LAST WILL AND TESTAMENT
OF
E. VANCE RODGERS a/k/a
EMMETT VANCE RODGERS
I, E. VANCE RODGERS, also known as EMMETT VANCE RODGERS, of
the Borough of Camp Hill, Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament, hereby revoking
any will previously made by me.
I - I direct the payment of all my just debts and
funeral expenses out of my estate as soon as may be practical
after my death.
II - I bequeath the sum of $1,000 to the Camp Hill
Presbyterian Church.
III - I bequeath the sum of $1,000 to each of my
grandchildren who are living at the time of my death.
IV - I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate
unto my daughters, Merle Alyce LeDonne and Donna Eileen Grimwood,
in equal shares, the share of a deceased child to be paid to his
or her issue per stirpes.
V - I appoint my daughters, Merle Alyce LeDonne and
Donna Eileen Grimwood, co-Executrices of this, my Last Will and
Testament. Neither of my personal representatives shall be
required to post bond in this or any jurisdiction.
"J ///~ Page 1
SAIDIS, GUIDO
& MASLAND
21o9 Market Street
Camp Hill, PA
IN WITNESS/~WHEREOF' I have=.~reunto=?, set my hand and
this, the day of //'~~ , 1994.
seal on
E. Vance Rodger~)
Also known as:
~-~.c.--'t-I / ~~~ ~.,~-~( SEAL )
Emmett Vance Rodgers
Signed, sealed, published and declared by E. VANCE RODGERS, also
known as EMMETT VANCE RODGERS, therein named, on this and one (1)
other sheet of paper as and for his Last Will and Testament, in
our presence, who, in his presence, at his request, and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
~/~CA,.t"? .../ / Name~~~.d
t//, Name'
Address
'~ddres s /
Page 2
SAIDIS, GUIDO
& MASLAND
21o9 Market Street
Camp Hill, PA
COMMONWEALTH OF PENNSYLVANIA)
:
COUNTY OF CUMBERLAND )
SS.
WE, the undersigned, the testator and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the testator signed and executed the
instrument as his Last Will and Testament and that he signed
willingly (or willingly directed another to sign for him), and
that he executed it as his free will and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the testator signed the will as
witnesses and that to the best of their knowledge the testator
was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
~,~Testator J
Subscribed, sworn to and acknowledged before me by the
testator, and subscr'.~d and sworn to ~efo~re me by both
l~tary Public
NO'I"ARIAi. S~L
THELMA S McCAUSLIN, Notary Public
Camp hlill, Cumberland County
My Commissior} Expires July 3, 1996
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent:
Date of death:
Will No.
Admin. No.
Emmett Vance Rodgers
March 12,2002
2002-00333
21-02-0333
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above captioned estate.
Name Address
Merle Alyce LeDonne, 144 Forest Drive, Camp Hill, PA 17011
Donna Eileen Grimwood, 5013 Kylock Road, Mechanicsburg, PA 17055
Bret Kendrick LeDonne, 1 Pine Hill Ave., Mechanicsburg, PA 17050
Renee LeDonne-Cockley, 138 Bumbee Hollow Road, Landisburg, PA 17040
Andrea Cheryl LeDonne, 144 Forest Drive, Camp Hill, PA 17011
Marlin W. Grimwood, III, 5013 Kylock Road, Mechanicsburg, PA 17055
Nathan Allan Grimwood, 5013 Kylock Road, Mechanicsburg, PA 17055
Camp Hill Presbyterian Church, 101 North 23rd Street, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
j /
Date
Respectfully Submitted
/T.U.~O LAW OFFI.~,ES--
~°n Turo, Esquire
Turo Law Offices
"J28 South Pitt Street
Carlisle, PA 17013
(717) 245-9688
Counsel for Personal Representative
REV - 1500 EX + 16 JJ0)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 2002 O 33
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Rodgers, Ernrnett V.
~z DATEDFDEATI~D-¥EAR) ~TE OF BIRTH (MM-DO-YEAR)
~ 03/12/2002 ' 10/29/2011
m (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
201-18-9179
THIS RETURN MUST BE FILED IN DupLICATE WiTH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return -- ' ~ ~mainder Retuth a(~te oYdeath priSft6 F2-f3-82)
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death
after 12-12-82) [] 5. Federal Estate Tax Retum Required
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8, Total Number of Safe Deposit Boxes
of Will) copy of Trust) -
[] 9, Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec, 9113(A) (Attach Sch O)
12-31-91 and 1-1-95)
NAME I COMPLETE MAILING ADDRESS
Ron Turo '
FIRM NAME (1~ applicabi~) .......
Turo Law Offices. 28 S. Pitt St.
rELEP.ONENuuaE~ .... Carlisle, PA 17013
717/245-9688
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
[] Separate Billirlg 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. Total Deductions (total Lines 9 & 10)
(1) Non~ ~
(2) Non~'
/
(3) None / c...
.......
(4) ~one [ ~.
(5) 80,227.00 /
(7)
(9) 5,774.31
(10) 4,376.21
12. Net Value of Estate (Line 8 minus Line 11 )
13. Charitable and Governmental Bequests/Sec 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x
or transfers under Sec. 9116(a)(1.2)
(8) 80,227.00
(11) 10,150.52
(12) 70,076.48
(13) 1,000.00
(14) 69,076.48
.00 (15)
16. Amount of Line 14 taxable at lineal rate 69,076.48 x .045
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due
20. [] ....... , .....
(16) 3,108.44
(19) 3,108.44
Copyright 2000 form software only The Lackner Group, Inc, Form REV-1500 EX {Rev. 6-00)
Decedent's Complete Address:
ISTREET ADDRESS 5013 Kylock Road
CITY Mechanicsburg
-~;TATE -p~ ~ZIP i70~481~ -
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
InteresFPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
Total InterestJPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
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.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(1) 3,108.44
(2) 155.42
(3)
(4)
(5)
(5A)
(5B)
0.00
2,953.02
-- 2~953.02
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER T'~IE FOLLOWING QUESTIONS BY PLACIN(~"r.~N "X" IN THE ,~,"~'~'ROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ............................................................................. [] []
b. retain the right to designate who shall use the property transferred or its income; ................................ [] []
c. retain a reversionary interest; or ............................................................................................................ [] []
d. receive the promise for life of either payments, benefits or care? .......................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ................................................................................................................ [] []
3. Did decedent own an "in trust for'' or payable upon death bank account or security at his or her death? ...... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I decl~ thai i have ex~min~d thi~ ~turn, including accompany[~he-(~and statements, and to t~e ~st o(my k-nowledge and belief, it i~ t~Je, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PER~ON RFSP/ON~I.E FOR ~ILING RETURN ADDRESS .... DA'rE
-- tO, o / ) 144 Forest Drive
[. } 2'3 ~? . . A 5013 Ky. lock Road
~'),/Y~,t[_~5~: (~ J~'~J.~ a"~/Z34~ Mechanicsburg, PA 17055 ~/~ / O 2.-
28 S. Pitt St.
Y. a..is.e. eA 1.o .
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return 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 0% [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 4.5%, 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 decedent's siblings is 12% [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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rodgers, Emmett V.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 2002-
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
Cash
DESCRIPTION VALUE AT DATE
OF DEATH
~0,2~.oo
TOTAL (Also enter on ~ine 5, RecaPitulation) 80,227.00
.~ SCHEDULE H ~
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rodgers, Emmett V. 21 - 2002 - ~ J J
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION ! AMOUNT
NUMBER
FUNERAL EXPENSES:
Cremation
1,170.00
2 Reception
150.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Turo Law Offices. -- Ron Turo
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
State Zip
4,000.00
229.00
Accountant's Fees
Tax Return Preparer's Fees
50.00
Other Administrative Costs
Death Notice
Estate Notice
TOTAL (Also enter on line 9, Recapitulation)
100.31
75.00
5,774.31
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Rodgers, Emmett V.
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
FILE NUMBER
21 - 2002-
Include unreimbursed medical expenses.
ITEM
NUMBER
GienVille Sthte College .......
Heritage Medical Group
Alert Pharmacy
Bethany Village Nursing
Quantum Imaging
Mobile X-Ray Imaging
DESCRIPTION
¥O+AE (Ais° e"t'er on Line 10, Recapitulation)
AMOUNT
11.35
22.87
2,434.44
1,835.72
14.93
56.90
4,376.21
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
NUMBER
I.
1
SCHEDULE J
BENEFICIARIES
RESIDENT DECEDENT
Rodgers, Emmett V. 'FILE NUMBER
21-2002- O333
RELATIONSHIP TO AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
Do Not List Trustee(s) ~
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Brett K. LeDonne Grandchild 1,000.00
1 Pine Hill Ave
Mechanicsburg, PA 17055
Renee LeDonne-Cockley Grandchild
138 Bumbee Hollow Road
Landisburg, PA 17040
1,000.00
Andrea C. LeDonne
144 Forest Drive
Camp Hill, PA 17011
Grandchild 1,000.00
Marlin W. Grimwood, III
5013 Kylock Road
Mechanicsburg, PA 17055
Grandchild 1,000.00
See Continuation Schedule(s) attached
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Camp Hill Presbyterian Church
1,000.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 1,000.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
NUMBER
I.
SCHEDULE J
BENEFICIARIES continued
RESIDENT DECEDENTi
Rodgers, Emmett V. HLE
NUMBER
21-2002- O33~
I RELATIONSHIP TO
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 'DECEDENT AMOUNT OR SHARE
OF ESTATE
Do Not List Trustee(s)
TAXABLE DIsTRiBuTioNs iin~iucl; outright spousal distributions)
Nathan A. Grimwood Grandchild 1,000.00
5013 Kylock Road
Mechanicsburg, PA 17055
Page 2 of Schedule J
SAIDIS, GUIDO
& MASLAND
2109 Market Street
Camp Hill, PA
LAST WILL AND TESTAMENT
OF
E. VANCE RODGERS a/k/a
EMMETT VANCE RODGERS
I, E. VANCE ROD~ERS, also known as EMMETT VANCE RODGERS, of
the Borough of Camp Hill, Cumberland County, Pennsylvania,
declare this to be my Last Will and Testament, hereby revoking
any will previously made by me.
I - I direct the payment of all my just debts and
funeral expenses out of my estate as soon as may be practical
after my death.
II - I bequeath the sum of $1,000 to the Camp Hill
Presbyterian Church.
III - I bequeath the sum of $1,000 to each of my
grandchildren who are living at the time of my death.
IV - I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate
unto my daughters, Merle Alyce LeDonne and Donna Eileen Grimwood,
in equal shares, the share of a deceased child to be paid to his
or her issue per stirpes.
V - I appoint my daughters, Merle Alyce LeDonne and
Donna Eileen Grimwood, co-Executrices of this, my Last Will and
Testament. Neither of my personal representatives shall be
required to post bond in this or any jurisdiction.
' ~ ]//~. Page 1
SAIDIS, GUIDO
& MASLAND
2109 Market Street
Camp Hill, PA
IN WITNESS WHEREOF, I have~reunto set my hand and seal
this, the / '~ "
"- day of //"~'q.~-bD~.~. ,1994.
on
E. Vance Rodger~J
Also known as:
Emmett Vance Rodgers C/
Signed, sealed, published and declared by E. VANCE RODGERS, also
known as EMMETT VANCE RODGERS, therein named, on this and one (1)
other sheet of paper as and for his Last Will and Testament, in
our presence, who, in his presence, at his request, and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Addr e s s
Page 2
SAIDIS, GUIDO
& MASLAND
2109 Market Street
Camp Hill, PA
COMMONWEALTH OF PENNSYLVANIA)
:
COUNTY OF CUMBERLAND )
SS.
WE, the undersigned, the testator and the witnesses,
respectively, whose names are signed to the foregoing instru-
ment, being first duly sworn, do hereby declare to the under-
signed authority that the testator signed and executed the
instrument as his Last Will and Testament and that he signed
willingly (or willingly directed another to sign for him), and
that he executed it as his free will and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the testator signed the will as
witnesses and that to the best of their knowledge the testator
was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
Testator
"
Subscribed, sworn to and acknowledged before me by the
testator, and subsc;~d and sworn to ~efore me by both
witnesses, this day of ~---'~~&-L~--¥._ , 1994.
~tary Public
THELMA S Mc?~USLIN, Notary Public
Camp Hilj, ~,m:berlalld County
My Commis.,io,, Expires July 3,1996
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001 274
TURO RON
28 S PITT STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 201-18-9179
FILE NUMBER: 2102-0333
DECEDENT NAME: RODGERS E. VANCE
DATE OF PAYMENT: 06/10/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/12/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,953.02
REMARKS:
TOTAL AMOUNT PAID'
$2,953.02
SEAL
CHECK//3847
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DZVISInN
DEPT. 280601
HARRTSBURG, PA 17128-0601
COMMON#EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-i$4? EX AFP ¢01-02)
ROM TURO
TURO LAN OFFICES
28 S P~TT ST ~
CARLISLE ~*~P~1701~
DATE 07-ZZ-Z002
ESTATE OF RODGERS
DATE OF DEATH 05-12-2002
FILE NUNDER 21 02-0333
COUNTY CUMBERLAND
ACN 101
Amoun~ Romi~od
EMMETT V
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGTSTER OF NTLLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF RODSERS EMMETT V FILE NO. 21 02-0555 ACN 101 DATE 07-22-2002
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNZNO FUTURE INTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I Real Es~a~o (Schedule A)
S~ocks end Bonds (Sohodule B)
$ Closely Held S~ook/Par~norship In~eres~ (Schedule C)
Mortgages/No,es Reoeivable (Sohedule D)
$ Cash/Dank Deposits/Misc. Personal Proper~y (Schedule E)
6 Jointly Owned Proper~y (Schedule F)
7 Transfers (Schedule G)
8 To,al Asso~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9 Funoral Expanses/Ada. Costs/Misc. Expanses (Schedule H)
10 Debts/Mortgage Liabilities/Liens (Schedule I)
11 To'al Deduo~ions
12 Ne~ Value of Tax Re~urn
(1)
(2)
(3)
(5)
(6)
(7)
80~ZZ7.00
00
O0 NOTE: To insure proper
O0 credi~ ~o your account,
.00 sub~i~ ~he upper portion
O0 of ~his fora wi~h your
~ax payment.
(9)
O0
(10)
(8)
5,77q.$1
13
NOTE:
q,$76.21
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9115 Trus'cs (Schedule J) (13)
Ne~ Value of Es~a~a Sub~ec~ ~o Tax (lq)
Zf an assessment was lssued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
80,227.00
ASSESSMENT OF TAX:
1E. Amoun~ of Line lq a~ Spouse1 ra~e
16. Amoun~ of Line lq ~exablo a~ Ltnaal/Cless A ra~e
17. Amoun~ of Line lq a~ Sibling ra~o
18. Aeoun~ of Line lq ~axablo a~ Collateral/Class B re~e
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DXSCOUNT {+)
DATE NUMBER INTEREST/PEN PAID (-)
06-10-2002 CDOOIZ7q 155.~2
10.150.52
70,076.q8
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
1,000.00
69,076.q8
18 and 19 will
(15) .00 X 00 = .00
(16). 69,076.48 X 0q5= $,108.qq
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= $,108.qq
AMOUNT PAID
2,955.02
TOTAL TAX CREDIT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
3,108.qq
.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.)
cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
TURO RON
28 S PITT STREET
CARLISLE, PA 17013
RE: Estate of RODGERS E. VANCE
File Number: 2002-00333
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/12/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
&~~j~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
uf
.
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
E [;CQIfJC--t' f/OOG9 f3 r>-<S
Date of Death:
Estate No.:
)OOd - DO ?:?3
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:
I. State~er administration of the estate is complete:
. Yes.-k\ No 0
2. lfthe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. lfthe answer to No. I is Yes, state the following:
a. Did the person~entative file a final account with the Court?
Yes 0 No~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the perso'e!.~entative state an account informally to the parties in
interest? Ye~ No 0
c. Copies of receipts, releases, joinders an pproval of formal or informal
accounts may be filed with the Clerk of e Orphans' Court ay be
/ ./ attached to this report.
,:} L2/()~
Date:
c'''\
Si re
/. tJlf/7uI^CJ
JgS. @ tf ~I- Cj~fL {f{
Address
?//_ dYS~- Cjft;YtY
Telephone No.
en
=
Capacity: 0 Personal Representative
~ounsel for personal representative
c0