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Home My WebLink About11-05-14 'i J 1505610101 REV-1500 E``°''°' ennsylvania Bu OFFICIAL USE ONLY Department BOX 23o6oi Revenue p o.a« O an- County Code Year File Number Bureau Individual.Taxes INHERITANCE TAX RETURN Ha Harrisburg,PA 17128-D6Di RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 04/20/2013 02/17/1930 Decedent's Last Name Suffix Decedent's First Name MI Rohrer William (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MMI Rohrer f; j Colleen — i-1 Spouse's Social Security Number - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C3K) 1.Original Return p 2.Supplemental Return O 3. Remainder Return(date of death prior to 12-13-82) O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required- death aftef 12-12-82) O 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:- Name Daytime Telep)iene Number o Stephen C. Nudel (717)236- 0 — 411) REGIST i J F- LLLLS USE ONLY A Mrn First,line of address Q 219 Pine Street Second line of address _ {� �i t-R Cf) p City or Post Office State ZIP Code DATE FILED CT) Harrisburg PA 17101 Correspondent's e-mail address: ScnudJ@nudelpc.com Under penalties of perjury,I de e t v fined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and com e.D reparer other than the onal representative is based on all information of which preparer has any knowledge. 'SIGNATURE-Of-P O OR FI DATE V, y ADD f` - ,, Q\�Q S�rff:9c N.�r lA 610 SIGNATURE OF PREPARER OT ER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: Rohrer,William A. RECAPITULATION 1. Real Estate(Schedule A). ............................. ............... 1. 2. Stocks and Bonds(Schedule B) ......................... .. ...... .. .... 2. 202--- 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ••�•• 3. � 4. Mortgages and Notes Receivable(Schedule D).......................... . 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 21,179.00 j I 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets total Lines 1 through 7 ............. 8. I 223,967.00 9. Funeral Expenses and Administrative Costs(Schedule H)........ .... ........ 9. 14,163.50 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) ......... .... . 10. I 11. Total Deductions(total Lines 9 and 10)........... ...................... 11. 14,163.50 i 12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. i 209,803.50 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) ....................... . 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) . ....................... 14. j 209,803.50 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or _ transfers under Sec.9116 (a)(1.2)X..O_ 209,803.50 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0_ 16. 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 .. ....................................................... 19. 0.00 20. FILL IN TILE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Rohrer, William A. STREETADDRESS 1410 Armitage Way CITY STATE ZIP Mechanicsburg I PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 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. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS,AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... ❑ b. retain the right to designate who shall use the property transferred or its income;............................................ F-1 X retain a reversionary interest;or.......................................................................................................................... El d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ ❑x 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 contains a beneficiary designation? ........................................................................................................................ ❑ 0 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 Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [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 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 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 decedent's siblings is 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-1503 EX+(6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ROHRER, WILLIAM A. 21-13-1269 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Codorus Valley Bancorp,Inc. 12,365 shares 202,788.00 L D I TOTAL(Also enter on line 2,Recapitulation) $' 202,788.00 (If more space is needed,insert additional sheets of the same size) REV-1508 EX+(6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ROHRER,WILLIAM A. 21-13-1269 Include the proceeds of litigation and the date the proceeds were received by the estate. At property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Riverview Bank Checking Account No.911097 21,179.00 »� .._� I III + l� I TOTAL(Also enter on line 5,Recapitulation) (If more space is needed,insert additional sheets of the same size) REV-1511 EX+(08-13) 12 pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROHRER, WILLIAM A. 21-13-1269 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL_EXPENSES: 1' [Myers-'Hamer Funeral Home, Inc. 4,785.00 [:2 1 Funeral Luncheon-Trinity Evangelical Lutheral Church 1,070.00 [:3] Headstone-Frank Snyder&Son's Monuments 11--2,885.00 ❑ ( �1 B. ADMINISTRATIVE COSTS: 1. Personal Representative,Commissions: 1�-01 Name(s)of Personal Representative(s) Stephen C. Nudel Street Address 219 Pine Street City Harrisburg State PA ZIP 17101 Year(s)Commission Paid: 4,000.00 2. Attorney Fees: ____f 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: IF 423.50 J 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. F7 ---___ - --- 71 IL I LE ❑ I TOTAL(Also enter on Line 9, Recapitulation) $`I 14,163.50A If more space is needed,use additional sheets of paper of the same size. June 16, 2014 Shareowner Services Post Office Box 64874 St. Paul, MN 55164-0874 www.shareownoronline.com STEPHEN C NUDEL ESQ ESTATE OF WILLIAM A ROHRER 219 PINE ST HARRISBUGH PA 17101 Re: Financial Confirmation ..Dear Shareowner: Account Number: 3200021985 Registration: WILLIAM A ROHRER 1615 STATE ROAD DUNCANNON PA 17020 Account Creation Date: 1/23/1996 Issue Name of Stock: Codorus Valley Bancorp Inc. Total Share Balance on 4/22/2013: 12365.116 Certificate Shares: 1545.000 DRS/Book-Entry Shares: 77.000 Dividend Reinvestment Plan Shares: 10743.116 Dividend Amount Paid YTD: N/A Closing Price per Share on 4/22/2013: $16.40000 Ticker Symbol for the Company is: CVLY Stock Exchange: NASDAQ Please note that as a transfer agent, we are not directly connected to the stock market. The above price is given as an estimate and,is nota guarantee of a specific.price. If you have any questions, please call our office toll-free at 800-468-9716. Our Shareowner Relations Specialists are available to assist you Monday through Friday, from 7 AM to 7 PM Central Time. You may also send an email to us by selecting "Contact Us"at any time while online at www.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services CV61 185 111 IN ZFNC01 6711851111 IYIYIYIY- —�JL2130F,. �BMysl Account Number 911097 William A Rohrer DBA Big Bee Storage 1615 State Road ouocan000 Pu 17020 Statement Data 4/30/13 Page 2 Other Debits Date Amount Description 4/16 761'20 Transfer To Loan Account 239850 4/22 537'04 9aataeleto To CommwItbofpa Iot/50048809 Top^50048809 +.St30l*l3O331^T+0000053704\ Checks/Withdrawals Cbeok# Date Amount Cbeob# Date Amount Cbank# Date Amount 6038 4/01 50'00 6046 4/23 1,300.00 6049 4/23 344.20 6040* 4/30 2.00'00 6047 4/24 366'39 6045* 4/17 47'70 6048 4/23 986.50 � Indicates break in sequence Daily Balance Information Date Balance Date Balance mate Balance Beginning Balance 14,930'0I 4/01 14,880-01 4/I6 20,414,21 4/23 19,338'37 4/05 17,147.1I 4/17 82,606.11 4/24 21,377'86 4/I0 21,I75'41 4/32 2I,969.07 4/30 21,179.49 Halifax Bank marywffle Bank 3rd&Market s*°m" 200 Front Street poBo"A ,oBox o HbUfaxBw& *°eaxv^17032 AlAiUMm"np°m�nx,�,°°°�°/n""b""vp^`"m =~w.m"m=mm,""ep=.="m LAW OFFICES STEPHEN C. NUDEL, PC 219 Pine Street Harrisburg,Pennsylvania 17101 (71.7)236-5000 FAX(717)236,5080 STEPHEN C.NUDEL JOSEPH A.RICCI November 4, 2014 Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of William A. Rohrer File No. 2013-01269 Dear Sir/Madam: Enclosed please find an original and two copies of the Inheritance Tax Return regarding the above estate. Please file the original and return a time-stamped copy to me in the enclosed envelope. AVer truly o e 0 Ver truly e Stephen Nudel SCN/jlm M rrl Enc. -2 C3 C7> --71 RECORDED Of- ICE OF REGISTF- WILLSa " ?.Clq INN 5 � � _ srinuNtle dttt�ZL d so G 0408 BOs60 0 {n\ � � •.-. i yam. G. C lr� o CL m •� .0 r W .__- •, ��YQ�`YP15{'1��tt �� Lam.-V 3 OS low IA N � d• - bCO218[VO"tS OSANStdM '60'L'q[SfR Q �� ' Wl® �axgo}d:t.�aavaaa3a� � � dfd:`Ji n ll9 N 'C3 •M cd 1096 OSG6 TO LLV Kd ZT :#JNEgDw . ,- -HTV ,&VQ .LXaN S(M Q 00 Ln 5. qtr.�r� r•;7rs• . 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