HomeMy WebLinkAbout01-0417
PETITION FOR PROBATE and GRANT OF LETTERS
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Estate of Rl1111 n. ROuBal:} ----.. No.
a'~Q k~f J.H J:(U-11+- -.BON N L '\{ N T{ DI\i NfttJo:
(! Register of Wills for the
aJ(CL Il;rl~ b. 1?nNf'..\A-1J~ Deceased. County of Cumberland in the
Social SecUrity No. _ 186 -1 0 - 4 540 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
altertlate
Your petitioner(s), who is/are 18 years of age or older an the execut rlX
in the last will of the above decedent, dated J un e 1 9
and codicil(s) dated n / a
named
lC9S 2000
, -
by vlrtue ot General POA slgned by Robert G. Ronnan on
February 26, 2001
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cum be ria n d County, Pennsylvania, with
h er last family or Rrincipal residence at 1009 Northfield Drive,
Carlisle PA 17013
(list street, number and muncipality)
Decendent, then 84 years of (!ge, died
at Sarah Todd Memorial Home
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
November 11
,~ 2000,
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ under $5.000
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tes tamen tary
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
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R. Bonnlyn Cobb
1 Jane Lane
CRrlisle PA 17013
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF' CUMBERLAND f
The petitloner(s) above-named swear(s) or affirm(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 decedent petitioner(s) will w~ tr .
sworn. to. . or. a..ffirme..d ._an~. SUbSCribed. {.~
before me this .;< ~ -r. day of
p==) !~~/.(.I L. 19 2001
1rh "if <' ~ <-C J, )' c . t!.({ , .,;/.}. fA. "k';g~~
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No. 21-01-417
KlATI+- \.SON N L\.jN
Estate of RmlI n D nNN AN
Ro f-J 1\l fVN A:KA I?lATH -B.tibNNAi
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW A P r i 1 26 I1J 200 ~ in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated June 19, 2000
described therein be admitted to robate and filed of record as t~ last will of Rut 1.9.
U-T N ' ONAN Cck...Q. RU: '.
and Letters Tes tamen tary
are hereby granted to R. Bonn lyn Cobb
'-fYnA<q e $i"J, f'" (I.a. yC'~P>'fk:.L-. .
Register of Wills r
FEES
b $ 25.00
Pro ate, Letters, Etc. .........
Short Certificates( 3).. . . . . . . . " $ 9 . 00
~S""""'jcP'" :-ti-
TOTAL_$ 53.00
Filed . A.~~+~. .Zf? ~. .2.QQL . . . . . . . . . . . . . . . .
Patricia R. B~own
27474
ATTORNEY (Sup. Ct. 1.0. No.)
4 East Liberty Avenue
Carlisle PA 17013
ADDRESS
717-243-7922
PHONE
CALLED ATTORNEY APRIL 27, 2001
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This is to certifv that the information here given is correctly copied from an original certificate of death du!}: filed with
Local Registrar.' The original certificate will be forwarded to the State Vital Records Office for permanent fIllI1g.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
)~'- (:\. ~tu-~~
Local Registrar
Fee for this cenitlcate, $2.00
P
I
6959657
NOV 1 4 2000
Date
Hl05.:43 Rev 2187
COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
'RINTl
IjEN] NAME OF DECEDENT IF"" "',;".. las'
: INK 1. Ruth B. Ronnan
ej,\
SEX
3. Female
STAlE FIlE ~UMBER
SOCIAL SECURITY NUMBER
DAlE OF DEATH IMcrntl. Oa... .IN"
3. 186
10 -
Nov. 11, 2000
AGE (la.. B""""'Yl
UNDER' YEAR
_1Ia Days
UNDER' DJ<It
Hours
BIRTHPl..ACE iC,1y and
Stale ()lI ~ cte'9" Counuy,
5.
COUNTY OF DEnH
84
Y"
=".,10
.. Cumberland
DECEDENT'S USUAL OCCUPiUiOH
(~_~Ni.'!':io"=::~:f
Ie.
MARITAL STATUS. Mamed
Na_ Marrie<!. w_.
O-':od ISpec"Yl
, 1.. State
PA
'4.
170.0 .... _ _ i~
an
,-.
FRHER'S NAME (F.." MoOdIe, L"')
II. Paul Treichler
INFORMANT'S NAME (T ypelPr;",)
2011. Robert G. Ronnan
ME1'HOO OF OISPOSITION
Burial 0 Cremalion Xl
Other (Spec""
();d
-
live in .
17b.Coun ~ -"1hip7 '7d.~ ::"'~~Of
MOTHER'S NAME iF.". Mod<lIe. Malllen Sulname)
,.. Gladys 0 I Donnell
INFORMANT'S MAIUNG AOORESS (SIr.... CdylTown, Slale. Lop Code)
~. 1009 Northfield Dr. Carlisle Pa 17013
PLACE OF DISPOSITION. Name 01 Cem..ery. Crema.ory lOCATION. CdylTown. Sta.e. Lip Co<le
orOt_Place
rwp
Carlisle
cilylbonl.
PART II: Other signir.cant condi'Iions contrO.d:ing to death. but
not resuthng in the undertying c:auM ~ in PART I
tv,..LA ~ I Itf~ 1=?kc-')d {' ~ cer
I . ~~ASACONSEOU~
\ :
Due 10 (OR AS A CONSEOUENCE OF):
OUE 10 (OR AS A CONSEOUE NeE OF):
WERE AU'TOPSY FINDINGS
_ILA81E PRIOR 10
COMP\.ETION OF CAUSE
OF DEnH7
MANNER OF DEATH
DATE OF INJURY
(Mon"'. Day. 'rear)
TIME OF INJURY
INJURY f(T WORK?
DESCRIBE HON INJURY OCCURRED
Natural
~
Homocide
Accoder1t
Pending Inveshgation
o
o
o ~'CE OF INJURY. At ~me. t.t~~~eet. factory, office M.
building, etc. ISpec.tvl
30e.
_ 0 NoD
... 0 No~'
28a. 21b,
CERTIFIER ICt-ec" oniy one)
.CERTIFYING PHYSICIAN (Ph'fS'Clo1n C~llfy1ng cause~ ceal" whet" anot"er ptlvSIC,an has prOf'\O\Jnced dearh ana comPleted Item 231
To the ~t of my know~. delth occurte'd due 10 the CIUle(S) Ind manner.1 stated. .
Y.. 0
No~
Suicide
o
:JOe.
I~ \ 1d1. ~ 101
MD
Could not be determIned
. PRONOUNCING AND CERTIFYINQ PHY$tCIAN (Ph~lOJn bolt' +>,onounc,ng oealh and certifYIng 10 cause 01 Oealtll
To thoe tM-.t of my knowled";lf':, de.V.. occutred at the time, dale, and pl.c., and due to the Cluse(s) ana manner.. slated
"MEDICAL EXAMINER/CORONER
~:~~:fb::i:t::~.~~.i~~t.I~~ .an.dl:~ ~~~~~t~~~t.i~~: i.~ ~y. ~~i.n.i~~: ~:~~~ :~~~~~e.~ ~~ ~~~ ~I~~, .~~t~.' ~~~. ~I~~~: ~~~.~~~ ~~ ~~~ ~~~~:~~).~~~ 0
318.
REGISTRAR'S SIGNATURE AN~ ~. \='~~
\~l a.~
LAST WILL AND TESTAMENT
OF
RUTH BONNLYN RONNAN
I, RUTH BONNLYN RONNAN, of 1009 Northfield Drive, Carlisle, Cumberland
21-01-417
County, Pennsylvania, being of sound and disposing mind, memory and understanding
do make, publish and declare this to be my Last Will and Testament. I hereby revoke
all previous "Vills and Codicils at any time heretofore made by me.
ITEM I
I order and direct my Executor, hereinafter named, to pay my debts, funeral
expenses and expenses involved or connected with the administration of my estate as
soon after my death as is reasonably possible.
ITEM II
I direct my Executor to arrange for my cremation and memorial service followed
by the interment of ashes in St. Patrick's Cemetery.
ITEM III
I give, devise and bequeath all of the remainder of my property, of every kind and
description (including lapsed legacies and devises) wherever situate and whether
acquired before or after the execution of this Will to my husband, ROBERT G. RONNAN,
if he survives me, or if he predeceases me, then to our daughter, R. BONNLYN COBB,
and to her issue, then living, per stirpes.
Page 1 of 4
,
ITEM IV
I also have a son, WILLIAM C. SCHILDT, III of Tallahassee, Florida, who was
otherwise amply provided for by his paternal grandparents, IV A and WILLIAM SCHILDT,
and is therefore not a beneficiary of my estate.
ITEM V
In the event that ROBERT G. RONNAN and I should die simultaneously or under
circumstances as to render it impossible to determine who predeceased the other, or
within thirty (30) days of each other as the result of a common accident, I shall be
deemed to have survived him, and all the provisions of this Will shall take effect as
though I had survived my husband.
ITEM VI
I hereby nominate, constitute and appoint my husband, ROBERT G. RONNAN, as
Executor of this my Last Will and Testament. In the event of his renunciation, death,
resignation or inability to act for any reason whatsoever, I nominate, constitute and
appoint our daughter, R. BONNLYN COBB, as Alternate Executrix, of this, my Last Will
and Testament.
ITEM VII
I hereby direct that no Executor or other Fiduciary named or appointed by this
Will shall be required to post any bond or give any security of any type for any purpose
whatsoever, nor be liable for failure to file any report, accounting or inventory, in any
jurisdiction in which he or she may be called upon to act, insofar as I am able by law to
do.
Page 2 of 4
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IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this
,-<0 day of ..~ . 2000. l
i \ ~,~ ~~~""Q(NVV'~"-
\.1 RUTH BONNLYN RONNAN a
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Witness
~
residing at (\ \"'0 ~~~ t l\ ~\ .
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Witness
residing at ~I.-".L-~Lc , ,A~,
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, RUTH BONNLYN RONNAN, VICKIE J. GROUP and PATRICIA R. BROWN,
Testatrix and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her Last Will and
Testament, and she had signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix, signed the Will as witness and that to the best of
his/her knowledge, the Testatrix was at that time eighteen years of age or older, of
sound mind, and under no constraint or u~ue influ~nce. (/~
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~~~~N~~rnj~oN~ -~~~~~~
Page 3 of 4
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Itness
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Witness
Subscribed, swom to and acknowledged before me by RUTH BONNLYN RONNAN,
the Testatrix, and subscribed and swom to before me by VICKIE J. GROUP and
PATRlCIAR. BROWN, witnesses, this ) q day of =---.:1 U(\-c._.>
r--.h.- " . ~ ~
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Notal}' Public
NOTARIAL SEAL
DENISE PINAMONTI, Notary Public
Carlisle Borough. C~mberland~~
M Commission Ex res Nov. I
Page 4 of 4
,2000.
21-01-417
RENUNCIATION
In Re Estate of
RU7L{
(3.
RDNr0Af~
deceased.
To the Register of Wills of
L l./ .ry, h ,,;./ ) ~1 d
County, Pennsylvania.
The undersigned
n
K \7(; L~ .<-)-
~
~~:>
Ko;v ^-..) A (--.J
H U 5 GC'\~I rl
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
IC<:: -+ IA " )J e-.-. -+- 1'\ I'\j
,) f")' C
be issued to y",;, [) t___J ;~j '--- 'I tV /0 /') ,3
WITNESS
hand this ~L'5- LL day of A ,e.> /~) t.......-
2~D I
, -1-9_.
(Address)
(Signature)
(Address)
(Signature)
(Address)
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
RONNAN, RUTH B.
Date of Death:
November 11, 2000
Will No.
21-01-0417
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beheficiaries of the above-captioned estate on
Name
Address
R. Bonnlyn Cobb, 1 Jane Lane, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except n/ a
Date:
.5-14-01
'.~~ ~ A .J y? ;;R~)
Signature
Name Patricia R. Brown
Address 4 E as t Lib e r t y A v e n u e
Carlisle PA 17013
Telephone (
717-243-7922
Capacity: _ Personal Representative
~Counsel for personal representative
!
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Richard Dale Banks a/k/a Richard D. Banks
Date of Death: Januarv 29.2002
Will No. 21-02-0417
Admin. No.
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 June 21. 2002
Name
Address
Barbara A. Banks
5040 Erbs Bridge Road, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A
Date: June 21. 2002
c~a.~J.l
Signature '
Name Craig A. Diehl. Esauire
Address 3464 Trindle Road
Camp Hill. PA 17011
Telephone (717)763-7613
..,;
Capacity:
_ Personal Representative
X Counsel for Personal Representative
Patricia R. Brown
At~m~y A.t Law
Liberty Loft · 4 East Liberty AvenJe · Carlisle, PA 17013
. (717) 2~3-7922
21-01-417
Gl-J7Y
~6i ~ L
POWER OF ATTORNEY
THE PURPOSE OF THIS POWER OF ATIORNEY IS TO GIVE YOUR AGENT
BROAD POWERS TO HANDLE YOUR PROPERlY, WHICH MAY INCLUDE POWERS TO
SELL OR OTHERWISE DISPOSE OF ANY REAL OR PERSONAL PROPERlY WITHOUT
ADVANCE NOTICE TO YOU OR APPROVAL BY YOU.
THE POWER OF ATIORNEY DOES NOT IMPOSE A DU1Y ON YOUR AGENT TO
EXERCISE GRANTED POWERS, BUTWHEN POWERS ARE EXERCISED, YOURAGENT
MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE WITH THIS
POWER OF ATTORNEY.
YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR
LIFETIME, EVEN AFfER YOU BECOME INCAPACITATED, UNLESS YOU EXPRESSLY
LIMIT THE DURATION OF THESE POWERS OR YOU REVOKE THESE POWERS OR A
COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORI1Y.
YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT'S
FUNDS.
A COURf CAN TAKE AWAY THE POWERS OF YOUR AGENT IF IT FINDS YOUR
AGENT IS NOT ACTING PROPERLY.
THEPOWERSANDDUTIESOFANAGENTUNDERAPOWEROFATIORNEYARE
EXPLAINED MORE FULLY IN 20 PA. C.S. 56.
IF THERE IS ANYfHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND,
YOU SHOULD ASK A lAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU.
I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND
ITS CONTENTS.
~~~I~
!2 - :2 /r; - '() /,..,
Date
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Page 1 of 5
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eOOK 668 PAGEl114
"'~"N",,~.. lllJ
~. ~,,'
GENERAL POWER OF ATTORNEY
I, ROBERT G. RONNAN, of Carlisle, Cumberland County, Pennsylvania, do hereby
appoint my daughter, R. BONNLYN COBB, as my true and lawful attorney-in-fact
(hereinafter referred to as my "agent") with full power of substitution, for me and in my
name, to transact all my business and to manage all my property and affairs as I might
do if personally present. Said agent shall be empowered to do the following:
1. Cash Accounts. To collect and receive any money and assets to which I may
be entitled; to deposit cash and checks in any of my accounts; to endorse for deposit,
transfer or collection, in my name and for my account any checks payable to my order;
and to draw and sign checks for me and in my name, including any accounts opened by
my agent in my name at any bank or banks, savings society or elsewhere; and to receive
and apply the proceeds of such checks as my agent deems best; and to act as my
representative payee for all Social Security, Medicare, and other federal and state
benefits.
2. Stocks and Bonds. To take custody of my stocks, bonds and other investments
of all kinds, to give orders for the sale, surrender or exchange of any such investments
and to receive the proceeds therefrom; to sign and deliver assignments, stocks and bond
powers and other documents required for any such sale, assignment, surrender or
exchange; to give orders for the purchase of stocks, bonds and other instruments of any
kind and to settle for same; to give instructions as to the registration thereof and the
mailing of dividends and interest; to clip and deposit coupons attached to any coupon
bonds, whether now owned by me or hereafter acquired; to represent me at
shareholders' meetings and vote proxies on my behalf; and generally to handle and
manage my investments.
3. Personal Property. To buy or sell at public or private sale for cash or credit or
by any other means whatsoever, to acquire, dispose of, repair, alter or manage my
tangible personal property or any interests therein.
4. RealEstate. To lease, sell, release, convey, extinguish or mortgage any interest
in any real estate I own on such terms as my agent deems advisable, and to purchase
or otherwise acquire any interest in and acquire possession of real property and to
accept all deeds for such property; and to manage, repair, improve, maintain, restore,
build, or develop any real property in which I now have or may later acquire an interest.
5. Safe Deposit Boxes. To have access to any and all safe deposit boxes now or
hereafter standing in my name; and add to and to remove all or any part of the contents
thereof; and to enter into leases for such safe deposit boxes or surrender same.
6. Insurance. To procure, change, carry or cancel insurance of such kind in such
amounts against any and all risks affecting property or persons against liability, damage
or claim of any sort.
7. Benefit Plans. To apply for and receive any govemment, insurance and
retirement benefits to which I may be entitled and to exercise any right to elect benefits
or payment options.
8. Taxes. To prepare, execute and file in my name and on my behalf any tax
Page 2 of 5
BOOK 668 PAGE 111.5
~,...~--.........~~.
~.,....~~~~......""",,~..
retums such as Intemal Revenue Service forms numbered 1 through 10,000, including
retum, report, protest, application for correction of assessed valuation of real or other
property or claim for refund in any connection with any tax imposed by any government
and to obtain an extension of time for any of the foregoing or to execute waivers of
restrictions on the assessment of deficiency on any tax.
9. Employment of Others. To employ lawyers, investment counsel, accountants,
custodians, physicians, dentists, nurses, therapists, and other persons to render
services for, or to me, or my estate and to pay the usual and reasonable fees and
compensation of such persons for their services.
10. Claims. To institute, prosecute, defend, compromise or otherwise dispose of
and to appear for me in any proceedings at law or in equity.
11. Medical Procedures. To arrange for and consent to or to withhold medical,
therapeutical and surgical procedures for me, including the administration of drugs, as
provided for in my Living Will Declaration.
12. Admission Into Facilities. To apply for my admission into medical, nursing,
residential, rehabilitation, convalescent or other similar facilities on my behalf, and to
sign any consent or admission forms required by such facilities which are consistent
with this power, and to enter into agreements for my care by such facilities or elsewhere
during my lifetime or for lesser periods of time as my agent may designate, including the
retention of nurses for my care.
13. General Authority. To do all other things which my agent shall deem
necessary and proper in order to carry out the foregoing powers which shall be
construed as broadly as possible.
14. Reliance on Power. This power may be accepted and relied upon by anyone
to whom it is presented until such person either receives written notice of revocation by
me or a guardian or similar fiduciary of my estate or has actual knowledge of my death.
15. Hold Harmless. All actions of my agent shall bind me and my heirs,
distributees, legal representatives, successors and assigns, and for the purpose of
inducing anyone to act in accordance with the powers. I have granted herein, I hereby
represent, warrant and agree that if this power of attomey is terminated or amended for
any reason, I and my heirs, distributees, legal representatives, successors and assigns
will hold such party or parties harmless from any loss suffered or liability incurred by
such party or parties while acting in accordance with this power prior to that party's
receipt of written notice of any such termination or amendment.
16. Pennsylvania Law Governs. Questions pertaining to the validity, construction
and powers created under this instrument shall be determined in accordance with the
laws of the Commonwealth of Pennsylvania.
Durable Power of Attorney
This power of attomey shall not be affected by my subsequent disability or
incapacity. All acts done by my agent pursuant to this power during any period of my
disability or incapacity shall have the same effect and enure to my benefit and bind me
and my successors in interest as if I were competent and not disabled.
Page 3 of 5
BOOK 668 PAGEJ11()
,",..
I have signed this power of attorney this /2 ~ ;Jj,. day Of~~ . 2001.
~~~~ ~90~
Witness OBER!' . RONN ~
Social Security No. 187-10-2208
STATE OF PENNSYLVANIA
SSe
COUN1Y OF CUMBERLAND
/j' ,:-/i~
AND NOW, this fA l(1 day of {. ,2001, ROBERfG. RONNAN
and PATRICIA R. BROWN, the Principal and the wi ss, respectively, whose names are
signed to the foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the authority signed and executed the instrument as his
Power of Attorney and that he signed willingly, and that he executed it as his free and
voluntary act for the purposes therein expressed, and that the witness, in the presence
and hearing of the Principal, signed the Power of Attorney as witness and that to the best
of the witness' knowledge and belief the Principal was at that time eighteen years of age
or older, of sound mind and under no undue constraint or influence.
IN WITNESS WHEREOF, I have hereup.d~~ set my hand and official seal.
, - ~ r~" .
(-"'-/-,' .....[lCt4P I~ ~ni1 .". ,
Not::. ;V-Pu" bh - .<.,.?7J';A-t~~{;t.<'.,
--. J . - 'He ~~~:"'J:.~J..l~~'':i-~~:;~~
, ~...~~~-~
;g~i~ . "';~~f
'f~'~~~~"'.' .
di\~~}t~~~,.
NOT AAIAl SEAL
DENISE PINAMONTI. Not8ty Public
Carlisle ~r?. C~and Coull
Page 4 of 5
BOOX 668 PAGE 1117
.
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. '~'> ~-4.'" .~.~ .>. i
-,.
I, R. BONNLYN COBB. HAVE READ THE ATTACHED POWER OF ATTORNEY AND
AM THE PERSON IDENTIFIED AS THE AGENT FOR THE PRINCIPAL. I HEREBY
ACKNOWLEDGE THAT IN THE ABSENCE OF A SPECIFIC PROVISION TO THE
CONTRARY IN THE POWER OF ATTORNEY OR IN 20 PA. C.S. 56 WHEN I ACT AS
AGENT:
I SHALL EXERCISE THE POWERS FOR THE BENEFIT OF THE PRINCIPAL.
I SHALL KEEP THE ASSETS OF THE PRINCIPAL SEPARATE FROM MY ASSETS.
I SHALL EXERCISE REASONABLE CAUTION AND PRUDENCE.
I SHALL KEEP A FULL AND ACCURATE RECORD OF ALL ACTIONS, RECEIPTS
AND DISBURSEMENTS ON BEHALF OF THE PRINCIPAL.
~X~B~
:J-;2/P-DI
Date
Page 5 of 5
~OOK 668 PAGEtl18
~~~~}~'~':7.. V"
St?t~ df P~nnsylvania "
Co:..:r<y cf Cumberland!
(;, ~cr::>;.d in too of-fice for the recoiding of Deads
~:~ . in an~for t:ur&t';~i~;2 Coun~y, p,., Ll
I I - ~ ~(J!!jl. _ Page ~
w~'~:1~;j; my IHind {'~Sl~~1 of OffiC~f ,...../
Car!j~!e, PA this day of .;.-~
, .
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FAMILY SETTLEMENT AND FINAL RELEASE
IN
ESTATE OF RUTH B. RONNAN
(File No. 21-01-0417)
KN OW ALL MEN BY THESE PRESENTS, that WHEREAS, Ruth B. Ronnan, late of Carlisle,
Cumberland County, Pennsylvania, deceased, died testate on November 11,2000, having first made her Last
Will and Testament, which was duly executed on June 19,2000, and is duly recorded at the Register of Wills
in Cumberland County, Pennsylvania.
WHEREAS, the said Ruth B. Ronnan, by the aforesaid Last Will and Testament, named R. Bonnlyn
Cobb, as Executrix of said Last Will and Testament;
WHEREAS, letters testamentary on the estate of the said decedent were duly issued by the Register
of Wills of Cumberland County, Pennsylvania, to the said Executrix hereinafter called personal representative;
WHEREAS, the said personal representative has gathered the assets of the estate of the said decedent
and the assets consist of personal property to a total value of $11,237.45 as set forth in Exhibit A, which is a
statement of account of the said personal representative, and which is attached hereto and made a part hereof,
and marked Exhibit A;
WHEREAS, the debts and deductions amount to $14,774.70, leaving no balance for distribution, also
as set forth in the statement of the said personal representative, which is attached hereto and marked Exhibit
A.
,
NOW, THEREFORE, KNOWYE, that we, Robert G. Ronnan (deceased) and R. Bonnlyn Cobb, the
heirs under the Last Will and Testament of the said decedent, and being those persons entided to inherit under
said Last Will and Testament, and in order to avoid the expense and time involved in the filing of a formal
account and schedule of distribution, agree that no account is necessary and do hereby agree that and consent
to distribution being made without the filing of an account and schedule of distribution, the same to be with
the same force and effect as if they had been filed and confrnned by the Orphans' Court Division of the Court
of Common Pleas, Cumberland County.
THEREFORE, We do hereby remise, release, quitclaim and forever discharge the said personal
representative, R. Bonnlyn Cobb, her heirs, executors, and administrators and assigns, of and from the said
estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or b'
reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the estate of the
Page 1 of 4
decedent, and We do further hereby covenant and agree that should any liability come due to the estate of the
said decedent after the signing of this agreement, do hereby covenant and agree that we will contribute my
share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully
prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery
of this family settlement agreement and final release.
IN WI1NESS WHEREOF. I have hereunto set my hand and seal this ~ day of 0 ~
2002.
\C2-x~ W ~~;
(SEAL)
Witness:
y~ YP-Th~~
1R i .(6a
Me / f) VIL1L~r L C '
R. BONNLYN COB
(SEAL)
Page 2 of 4
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the ~ day of ~ ' 2002, before me, a notary public, the undersigned
officer, personally appeared R. Bonnlyn obb (known to me or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~.... .... \'
NOTARIAL SEAL --+~ - l~c.. ~
~E~!SJEPINA..M.O...N TI.N.ot.ary..p.u. blic (... ....... ~/~. . 0-.' .
M aCr IS e Bora., Cumberland County N t b .
ommJ . _ . _.. Dec. 6, 2004 _"" . <.> ..a . c
Page 3 of 4
EXHIBIT '~ "
STATEMENT OF ACCOUNT
OF
R. BONNLYN COBB.. Executrix
Assets:
(A) Stocks and Bonds
(B) Miscellaneous Personal Property
(C) Allfirst Checking Account, Savings Account
C.D. and u.S. Treasury Note
Debts:
1) Funeral Expenses & Administration Expenses
2) Miscellaneous Expenses
Balance for Distribution to Heirs:
Page 4 of 4
$ 2,401.65
$ 2,000.00
$ 6,835.80
TOTAL
$ 11,237.45
$ 11,396.53
$ 3,578.17
TOTAL
$ 14,974.70
$ NONE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PATRICIA R BROWN
4 E LIBERTY AVE
CARLISLE
PA 17013
REV-159S EX AFP (12-00)
12-04-2001
RONNAN
11-11-2000
21 01-0417
CUMBERLAND
101
RUTH
B
ESTATE OF RONNAN
RUTH
B F I L E NO. 21 01- 0417
Amount Remitted
(1)
(2)
(3)
(4)
(5)
('6)
(7)
(9)
(10)
(15)
(16)
(17)
(18)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv=is9-j-Ex--AFP--fi1f:ool------.-.-liiHERI-fANc-f-TA-i-RifcORD--ADj-USTiffNT--..-----------------------------
ACN 1 01
DATE
12-04-2001
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. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
Net Value of Estate Subject to Tax
AD~STMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
.00
2,401.65
.00
.00
2,000.00
6,835.80
.00
(8)
11,237.45
11,396.53
3,578.17
(11)
(12)
(13)
(14)
14,974.70
3,737.25-
.00
3,737.25-
.OOX 00
3.417.90X 045=
.OOX 12 =
.OOX 15 =
(19)
.00
153.81
.00
.00
153.81
10.
11.
12.
13.
14.
TAX:
15. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS:
Line 14 at Spousal rate
Line 14 taxable at Lineal/Class A rate
Line 14 at Sibling rate ·
Line 14 taxable at Collateral/Class B rate
Tax Due
. "' II ...... . IU;~~"''- . I (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
EREST IS CHARGED THROUGH 12-19-2001 TOTAL TAX CREDIT .00
THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 153.81
ERSE SIDE OF THIS FORM INTEREST AND PEN. 4.94
TOTAL DUE 158.75
INT
AT
REV
. 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.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Rflf-14 70 EX (6-88)
REVIEWED BY
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
RONNAN, RUTH B
FILE NUMBER
Bryan Rondon
ACN
2101-0417
101
EXPLANATION OF CHANGES
Schedule F contains joint bank accounts held the Decedent with surviving spouse and
daughter. Daughter's share is subject to tax at 4.50/0 tax rate per instructions followed on
your correspondence dated 11/09/2001.
ORIGINAL
Paqe 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARtMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-16D7 EX AFP 112-00)
PATRICIA R BROWN
4 E LIBERTY AVE
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-31-2001
RONNAN
11-11-2000
21 01-0417
CUMBERLAND
101
RUTH
B
Allount Rellitted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y-: i6(fj-Ex--AFP--(i2-:0(..r------...--iNirERi~.._ANCE--fAX--SyjrfEHE-tif-cfF"-AC-Couiff--.-..---------------- -- - --
ESTATE OF RONNAN RUTH B FILE NO.21 01-0417 ACN 101 DATE 12-31-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-03-2001
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
153.81
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-03-2001 CDOO0584 4.33- 158.14
TOTAL TAX CREDIT 153.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
if IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE 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. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT 'OF REVENUE
BUREAU~F INDIVIDUAL TAXES
~~HERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PATRICIA R BROWN
4 E LIBERTY AVE
CARLISLE
PA 17013
10-29-2001
RON NAN
11-11-2000
21 01-0417
CUMBERLAND
101
*'
REY-1547 EX AFP 112-00)
RUTH
B
Amount Remitted
( X) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
(9)
(10)
.00
2.401.65
.00
.00
2.000.00
7.681.29
.00
(8)
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
NOTE:
11,396.53
(1S)
(16)
(17)
(18)
3.578.17
(11)
(12)
(13)
(14)
.00
5,108.88
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y- = iS4-j-E3f-AFP--("i'2-:o0Y-NO,.-icE--OF-'rNHEifiTAifcE-"-AX-APPRA-isEi"-ENT~--ALi-owAiicE-crR----------- - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX .
ESTATE OF RONNAN RUTH B FILE NO. 21 01-0417 ACN 101 DATE 10-29-2001
TAX RETURN WAS:
) ACCEPTED AS FILED
SEE ATTACHED NOTICE
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~ ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS.
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
12,082.94
14.974 70
2,891.76-
.00
2,891.76-
(19)=
.00
229.89
.00
.00
229.89
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 11-13-2001 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 229.89
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 5.34
TOTAL DUE 235.23
. 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.)
, REV-1470 EX (6-88)
-
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Ronnan, Ruth B.
REVIEWED BY
ACN
2101-0417
101
Daniel Heck
ITEM
SCHEDULE NO.
F 2
EXPLANATION OF CHANGES
This account is Y2 taxable to the daughter since it was held jointly between the daughter
and the decedent and not with the decedent, spouse and daughter.
F 1 a,2,
3a
Probate estate is insolvent. Jointly held assets are taxable to the survivors. No
deductions can be claimed against joint property, as it was not the responsibility of the
survivors to pay the debts.
F 1 b,3b
The spouse's share of these accounts have been used against the expenses and debts.
ORIGINAL
Page
~ /~-~~-J7
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
.. .
REV-1595 EX AFP 02-00)
12-04-2001
RoNNAN
11-11-2000
21 01-0417
CUMBERLAND
101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
RecorG'~;')
R8(j[;
B
RUTH
01 0 Ie 17 P12:0 1
PATRICIA R BROWN"
4 E LIBERTY AVE
CARLISLE C:~A- 17013
Cwnburic-i-,'-:j PA
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y:is9-3-EX--AFP--fi}-:ooi------.-.-iN-HERi-fANC-€-TA-i-RifcORif-ADj-USTM-€NT--..-----------------------------
12-04-2001
DATE
ACN 101
B FILE NO. 21 01- 0417
RUTH
ESTATE OF RoNNAN
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
.00
2,401.65
.00
.00
2,000.00
6,835.80
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
11,237.45
(8)
11,396.53
3,578.17
(11)
(12)
(13)
(14)
(9)
(10)
10.
11.
12.
13.
14.
TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
14,974.70
3,737.25-
.00
3,737.25-
.00
153.81
.00
.00
153.81
.00 X 00
3.417.90X 045=
.00 X 12 =
.OOX 15 =
(19)
(15)
(16)
(17)
(18)
.. 'n....... I'n:l.t:~r-I (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
EREST IS CHARGED THROUGH 12-19-2001 TOTAL TAX CREDIT .00
THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 153.81
ERSE SIDE OF THIS FORM INTEREST AND PEN. 4.94
TOTAL DUE 158.75
INT
AT
REV
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1470 EX (5-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEAL'H OF PEI~NSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
RONNAN, RUTH B
REVIEWED BY
ACN
21 01-0417
101
Bryan Rondon
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Schedule F contains joint bank accounts held the Decedent with surviving spouse and
daughter. Daughter's share is subject to tax at 4.50/0 tax rate per instructions followed on
your correspondence dated 11/09/2001.
ROW
Paqe 1
/6 -c:202b' -)?
\.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU~F INDIVIDUAL TAXES
l~HERITANCE TAX DIVISION
~EPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PATRICIA R BROWN
4 E LIBERTY AVE
CARLISLE
PA 17013
10-29-2001
RON NAN
11-11-2000
21 01-0417
CUMBERLAND
101
*'
REY-1547 EX AFP (12-DD)
RUTH
B
Amount Remitted
( X) CHANGED
(1)
(2)
(3)
(4)
(.5)
(6)
(7)
(9)
(10)
.00
2.401.65
.00
.00
2.000.00
7.681.29
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
NOTE:
11,396.53
(1.5 )
(16)
(17)
(18)
3.578.17
(11)
(12)
(13)
(14)
.00
5,108.88
.00
.00
x 00 =
X 045 =
X 12 =
X 15 =
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V =is4-j-Ex--AFP--fi"2-:ocir-NcfficE--oF-'rNHEifiTANcE-"-A)rA-PPRA-iSEf.rENT~--ALlowAifCE-(iR-------------- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RONNAN RUTH B FILE NO. 21 01-0417 ACN 101 DATE 10-29-2001
TAX RETURN WAS:
) ACCEPTED AS FILED
SEE ATTACHED NOTICE
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~ ALL returns assessed to date.
ASSESSMENT OF TAX:
1.5. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
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. Hortgages/Notes Receivable (Schedule D)
.5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
12,082.94
14.Q74 70
2,891.76-
.00
2,891.76-
(19)=
.00
229.89
.00
.00
229.89
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 11-13-2001 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 229.89
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 5.34
TOTAL DUE 235.23
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
,
.
INHERITANCE TAX
EXPlANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Ronnan, Ruth B.
FILE NUMBER
Daniel Heck
ACN
2101-0417
101
REVIEWED BY
ITEM
SCHEDULE NO.
F 2
EXPLANATION OF CHANGES
This account is % taxable to the daughter since it was held jointly between the daughter
and the decedent and not with the decedent, spouse and daughter.
F 1 a,2,
3a
Probate estate is insolvent. Jointly held assets are taxable to the survivors. No
deductions can be claimed against joint property, as it was not the responsibility of the
survivors to pay the debts.
F 1 b,3b
The spouse's share of these accounts have been used against the expenses and debts.
ROW
Page 1
\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
1& ~~~h.- 9
5/
1......./
May 18, 2001
Telephone
(717) 787-3930
FAX (717) 772-0412
Patricia R. Brown Esq.
Liberty Loft
4 East Liberty Ave.
Carlisle, Pa.17013
Re: Estate of Ruth B.Ronnan
File Number 2101-0417
Dear Ms Brown:
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 February 11,2002. 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.
Sincerely,
/~.) 1
. ./ :'/
. .
...~ ,/
...(' (.~'~~'~~ffrey D. Hollenbush, Supervisor
Document Processing Unit
Inheritance Tax Division
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
ReCO'TF
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REV-IU7 EX AFP Cl2-00)
.02 JAN 11
of DATE
ESTATE OF
DATE OF DEATH
P3 FILE NUMBER
:21cOUNTY
ACN
12-31-2001
RONNAN
11-11-2000
21 01-0417
CUMBERLAND
101
RUTH
B
PATRICIA R BROWN
4 E LIBERTY AVE
CARLISLE
Amount Remitted
~-c .,
r.t"
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V =i6'ifj-E3f-AFP--fi'2-:iio:f------...--INifERli'-ANc'E--TAx--STA-fEM'E-tiT-ifF'-AC-couiff--.-..---------------- -- - --
ESTATE OF RONNAN RUTH B FILE NO.21 01-0417 ACN 101 DATE 12-31-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-03-2001
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
153.81
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-03-2001 CDOOO584 4.33- 158.14
TOTAL TAX CREDIT 153.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
.. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
R BONNL YN COBB
1106 SHANNON LANE
CARLISLE, PA 17013
n_nn_ fold
ESTATE INFORMATION: SSN: 1 86-10-4540
FILE NUMBER: 21-2001- 0417
DECEDENT NAME: RON NAN RUTH BONNL YN
DATE OF PAYMENT: 12/03/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/11/2000
NO. CD 000584
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $158.14
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$158.14
REMARKS: R BONNL YN COBB
CHECK# 5000
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
~vI
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
RUTH B. RONNAN
November 11, 2000
Date of Death:
Will No.
21-01-0417
Admin. No.
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. If the answer to No.1 is Yes, state the following:
a.' Did the personal representative file a final
account with the Court? Yes X No . Filed Family Settlement Agreement
and Release on 4-9-02
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
'-i?~-R ,/~
Signature
Da te : $'. I,~ - 0.,)..
, '-
"',J
Patricia R. Brown
Name (Please type or print)
10 West Pomfret Street
Carlisle PA 17013
Address
(717) 249-3024
Tel. No.
Capacity: Personal Representative
(MAH:rrnf/AM3)
X Counsel for personal
representative
~' ,
REV.1500EX(6-00j
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
....
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
RONNAN RUTH B.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
11-11-00 11-26-15
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
RONNAN, ROBERT G.
rn 1. Original Return
o 4. Limited Estate
CXI 6, Deceoent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
D 2, Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (AttachcopyofTrust)
o 10. Spousal Poverty Credit (daleofdeathbe\weeI112.31-9j aM 1-1-9S}
(J..,'
OFFICIAL USE ONLY
_J1R_=_litJ -X.___.
FILE NUMBER
21_01 00417
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
186 - 10 - 4540
THIS RETURN MUST BE FILED IN OUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date 01 death prior 10 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax unoer Sec. 9113(A) (AllachSch0)
....
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NAME
COMPLETE MAILING ADDRESS
4 EAST LIBERTY AVENUE
CARLISLE PA 17013
x,O_ (15)
x.O_ (16)
x .12 (17)
x .15 (18)
(19) 0
PATRICIA R. BROWN
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-249-3024
OFFICIAL USE ONLY
(B)
11,237.45
1. Real Estate (Schedule A)
2. Stocks and Bonos (Schedule B)
(1)
(2)
(3)
(4)
(5)
2,000.00
(II)
(12)
(13)
14,774.70
r 3.537.251
2,401.65
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
erty (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)
(6)
6,835.80
(14)
(7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(9)
(10)
11,19h.~1
3,578.17
12. Net Value of Estate (Line 8 minus Line 11)
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 1 009 Northfield Drive
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
o
Total Credits (A + 8 + C) (2)
o
3. InteresUPenalty if applicable
D.lnterest
E. Penally
TotallnteresUPenalty ( D + E ) (3)
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 (4)
A. Enter the interest on the tax due.
(5)
(5A)
o
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
8. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE.
o
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
_1~~~'---~' -'1"llIll'n~-_II~-~ II r"llllII III~ '"~~ 1.'__
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
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; Of... .... ......."...
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 olher 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.
Yes No
...0 IKJ
.....0 IKJ
0 IKJ
..0 IKJ
.0 IX]
.....0 IKJ
Under penalties of perjury, I declare that I have examined this return, inclUding accomparryirrg sche(!ules and statements, arrd to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal represenlative is based on all information of which preparer has any knowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
DATE
ADDRESS
SIGNATURE PR PARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
'I' /1Ic 0/
4 East Liberty Avenue, Carlisle PA 17013
__~li~l&_Jl_~lIII,",,",_ . ~ ...,...1ll111!..1~ll[. ".JLtlJl I II lillllH~_
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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 PS. ~9116(a)(I.2)].
The tax rate imposed on the net value of transfers to ortor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. s9116(a)(I)].
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.
,
~(Q)(pJ~
LAST WILL AND TESTAMENT
OF
RUTH BONNLYN RONNAN
1. RUTH BONNLYN RONNAN, of 1009 Northfield Drive, Carlisle, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and understanding
do make, publish and declare this to be my Last Will and Testament. I hereby revoke
all previous Wills and Codicils at any time heretofore made by me.
ITEM I
I order and direct my Executor, hereinafter named, to pay my debts, funeral
expenses and expenses involved or connected with the administration of my estate as
soon after my death as is reasonably possible.
ITEM II
I direct my Executor to arrange for my cremation and memorial service followed
by the interment of ashes in St. Patrick's Cemetery.
ITEM m
I give, devise and bequeath all of the remainder of my property, of every kind and
description (including lapsed legacies and devises) wherever situate and whether
acquired before or after the execution of this Will to my husband, ROBERT' G. RONNAN,
if he survives me, or if he predeceases me, then to our daughter, R. BONNLYN COBB,
and to her issue, then living, per stirpes.
Page I of 4
ITEM IV
I also have a son, WILLIAM C. SCHILDT, III of Tallahassee, Florida, who was
otherwise amply provided for by his paternal grandparents, IV A and WILLIAM SCHILDT,
and is therefore not a beneficiary of my estate.
ITEM V
In the event that ROBERT G. RONNAN and I should die simultaneously or under
circumstances as to render it impossible to determine who predeceased the other, or
within thirty (30) days of each other as the result of a common accident, I shall be
deemed to have survived him, and all the provisions of this Will shall take effect as
though I had survived my husband.
ITEM VI
I hereby nominate, constitute and appoint my husband, ROBERT G. RONNAN, as
Executor of this my Last Will and Testament. In the event of his renunciation, death,
resignation or inability to act for any reason whatsoever, I nominate, constitute and
appoint our daughter, R. BONNLYN COBB, as Alternate Executrix, of this, my Last Will
and Testament.
ITEM VII
I hereby direct that no Executor or other Fiduciary named or appointed by this
Will shall be required to post any bond or give any security of any type for any purpose
whatsoever, nor be liable for failure to file any report, accounting or inventory, in any
jurisdiction in which he or she may be called upon to act, insofar as I am able by law to
do.
Page 2 of 4
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal this
.-'
\"'"
\ (\ day of
.2000.
Q~ ~~^,Q~~
RUTH BONNLYN RONNAN 0
\,
\:);0_'< -~~. Jk'lj P
Witness
'~''-I'f
Witness
/7
,yv.-...~......../
residing at C\f\()~~~ ~ ~~ ~.
residing at G~-L~,._A'1/ A--,
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, RUTH BONNLYN RONNAN. VICKIE J. GROUP and PATRICIA R. BROWN.
Testatrix and the witnesses. respectively. whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the Testatrix signed and executed the instrument as her Last Will and
Testament, and she had signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed. and that each of the witnesses, in the
presence and hearing of the Testatrix. signed the Will as witness and that to the best of
his/her knowledge. the Testatrix was at that time eighteen years of age or older, of
sound mind. and under no constraint or u~.ue influence.
<< --~
RUTH BONNLYN RON
~~
- TESTATRIX
Page 3 of 4
~\e~'~ ~
rtness \
~
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Witness
Subscribed, sworn to and acknowledged before me by RUTH BONNLYN RONNAN,
the Testatrix, and subscribed and sworn to before
PATRICIAR. BROWN. witnesses, this ) q day of
me by VICKIE J. GROUP and
~/UI\Lj
,2000.
'\
- ,/VI n (d
;..o..l,,(~f\
NOTAFiiALSEAL .
DENISE PINAMONTI, No\aIY PublIC
Carrlsle Borough, ~mberland Co~
M\I CommIssIon Exoirss Nov. 20.
Page 4 of 4
REV"500""""".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
RONNAN, RUTH B.
FILE NUMBER
21-01-0417
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Honeywell International - 45 shares @ $53.37
VALUE AT DATE
OF DEATH
2,401.65
TOTAL (Also enteron line 2, Recapitulation) $ 2 ,401 . 65
(If more space is needed, Insert additional sheets ot the same size)
R>Y'''''''''."-.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
RONNAN, RUTH B.
FILE NUMBER
21-01-0417
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.
DESCRIPTION
VALUE AT DATE
OF DEATH
2,000.00
Jewelry and Clothing
TOTAL (Also enter on line 5, Recapitulation) $ 2,000.00
(If more space is needed, insert additional sheets of the same size)
'REV"509""~'7).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTL Y.OWNED PROPERTY
ESTATE OF
RONNAN. RUTH B.
rt an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
FILE NUMBER
21-01-0417
SURVIVING JOINT TENANT(S) NAME
RELATIONSHIP TO DECEDENT
ADDRESS
A. R. Bonnlyn Cobb
B. Robert G. Ronnan
c.
1 Jane Lane
Carlisle PA 17013
1009 Northfield Drive
Carlisle PA 17013
Daughter
Husband
JOINTLY-OWNED PROPERTY:
LEITER DATE DESCRIPTION OF PROPERTY . %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial jns~tution and bank account number or similar identifying number, Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT deed fOr joinUy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A&3 Allfirst Checking Account 10,434.46 1/3 3,478.15
No. 0023515988
2. A&B Allfirst Certificate of Deposit 5,072.96 1/3 1,690.99
No. 87008100015163
3. A&B U.S. Treasury Note 5,000.00 1/3 1,666.66
(Acct. No. 0023-515988)
(Allfirst Bank, f/k/a Dauphin Deposi t)
TOTAL (Also enter on line 6, Recapitulation) $ 6,835.80
(If more space is needed, insert additional sheets of the same size)
02/ 14/01
14:0J
Ul ;jUl 934 ltl55
<:lS
~UU';/VU,J
....-.....--..,.-
iii allfJrst
Allflrst Financial Center N.A.
PO Box 900
MiIlboro, DE 19%6
February 14,2001
Patricia R. Brown
Attorney At Law
Liberty Loft
4 East Liberty Avenue
Carlisle, PA 17013
Reo' Estate of Ruth B. Ronnan
Social Security: 186-10-4540
Date of Death: November 11. 2000
Dear Sir or MadllI\l:
Per your inquiry dated Janulll')' 29, 2001, please be advised that at the time of death, the above-named decedent
had on deposit with this bank the following:
1.
'lj;pe of Account
Relationship Chg Wllnt
Account Number
0023515988
Ownership (Names of)
Ruth B. Ronnan
Robert G. Ronnan
R. Bonnlyn Cobb
06128/88
Opening Date
Balance on Date of Death
$10,430.33
Accrued Interest
$
4./3
Total
..siiX43ur....................
2.
Type of Account
Certificate of Deposit
Account Number
87008/00015163
Opening Date
Ruth B. Ronnan
Robert G. Roman
R. Bonnlyn Cobb
011/3/93
Ownership (Names of)
Total
$5,000.00
$ 72.96
..$3;ti72.96..........................
Balance on Date of Death
Accrued Interest
Oll 14/01
14:0J
.0.1 JU<:: t:lJ4 -':;I;,);,)
v.l,j
These accounU were converted/rom the acquisition oj another jinanclal institution. UlfforlUnaleIy,
we are unable to acces, any inJormalion pertaining 10 the date the account was made jolnl
This letter doeJ not include any accounl,ln which the deceosed may have been listed as Power of A/tor~y.
CUI/odlan of Uniform Transfers, Representative Payee; or Trustee under a WrUJen Agreement.
For /urther accoUtlt information, clomre$ and/or nimbunenrent of funds refer /0 below branch:
CARLISLE OFFICE
2 WEST mGH STREET
CARLISLE, FA 17013
717.240-6703
Sue Kim Ie
Assistant III
Cis Services, (302) 934-2909
COHHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG~ PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21
01117225
04-09-2001
REV-1S~3 EX AFP (~9-DOl
EST. OF RUTH B RONNAN
5.5. NO. 186-10-4540
DATE OF DEATH 11-11-2000
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF.
RUTH B COBB
1 JANE LANE
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICES has provided the Department with the information listed below which has been used in
calculating the potential tax due. rheir records indicate that at tha death of the above dQcedent~ you were a joint owner/beneficiary of
this account. If yau feel this inforMation is incorrect~ please obtain written correction from the financial institution~ attach a COPy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Ta~ Laws oi the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0023515988 Date 06-28-1988
Established
Account Balance 10,434.46
Percent Taxable X 16 . 667
Amount Subject to Tax 1,739.11
Tax Rate X .15
Potential Tax Due 260.87
PART TAXPAYER RESPONSE
m~mir~~1~,~~~~!jir~~'j!jj~~~t,~~~111!j~~~~!i!j!~~!I~i!ii1.~~[,~~mi~~1~~~i~~~iiiii~~~iiii,~~~~~~~~~!i!i.~,~~~ii!;~~,i!ii~!:!'~,~ii'i~~~~,~~iiii,l
To insure proper credit to your account~ two
(z) copies oi this notice must aCCOMpany your
payment to the Register of Wills. Hake check
payable to: "Register of Willsl Agent".
NOTE: If tax payments are made within three
(3) months of the decedQnt.s date oi d9ath,
you nay deduct a 57. discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
[CHECK ]
ONE
BLOCK
ONLY
~. c=J The above inioraation and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies oi this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice ta the Register af
wills and an official assessment will be issued by the PA Department of Revenue.
B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
~o be filed by the decedent's representative.
c. c=J The above information is incarrect and/or debts and deductions were paid by you.
You ~ust complete PART ~ and/or PART ~ below.
PART
o
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
TAX ON JOINT/TRUST ACCOUNTS
If you indicate a different tax rate, please state your
relationship to decedent:
OF
1
2
3
4
5
6
7
8
x
x
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on Line 5 of Tax Computation)
declare that the facts I have reported above are true, correct and
nd belief.
HOME
WORK
(
(
;;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMEHT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG~ PA 171Z8-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21
01117226
04-09-2001
RE"V-IUJE"XAFPCU9-DDl
EST. OF RUTH B RONNAN
5.5. NO. 186-10-4540
DATE OF DEATH 11-11-2000
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
[j(J CERTIF.
RUTH B COBB
1 JANE LANE
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ALLFIRST FINANCIAL SERVICES has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their r&cords indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account, If you feel this information is jncorrect~ please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance T8X laws of the COMmonwealth
of Pennsylvania. Questions ..ay be answured by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE
Account No. 87008100015163 Data
Established
REVERSE SIDE FOR
01-13-1993
FILING AND PAYMENT INSTRUCTIONS
Account Balance 5, 072 . 96
Percent Taxable X 50.000
Amount Subject to Tax 2 J 536.48
Tax Rate X .15
Potential Tax Due 380.47
PART TAXPAYER RESPONSE
[!]1:!i!i!~~l~~~~ii!!~~IiJil,~~m!!I~~~~!i!!i~~J~!!!ii~i~!!~r!!!~~~,,~,~~~#~!!i,~~,~~~~~,~ii!!i~,~~l~!!l!~,~i!ilm~~~~'!~~~~~l:i!,iil
To insure proper credit to your account, two
(2) copies of this notice must accompany your
payment to the Register of wills. Make check
payable to: "Register of WiIls~ Agent".
NOTE: If tax payments are made within three
(3) months of the decedent.s date of death,
you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death,
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above information and tax due is correct. _'
1. You ~ay choose to remit payment to the Register of Wills with two copies of this notice to'obtain
a discount or avoid interest, or yoU may check box "A" and return this notice to tho Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
B. ~ The abovtl asset has been or will be raported and tax pait! with the Ponnsylvania Inheritance Tax return
~ to be filed by the decedent's representativo.
C. 0 The above inforlll8tion is incorrect and/or debts and deductions were paid by YOU,
You Bust complete PART ~ and/or PART ~ below.
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax ratB~ please state your
relationship to decedent:
PART
[3]
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
S. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF
1
Z
3
4
S
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
declare that the facts I have reported above are true~ correct and
and belief.
HOME
WORK
(
('7 )
;J:;b
Tr' ~.,,,,.,,,~ '''...''......n
REV-1511 EX+ (12-99)
9;)~,,;?
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
RONNAN, RUTH B.
FILE NUMBER
21-01-0417
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Hoffman Roth Funeral 5,170.00
Sunnyside Restaurant 218.65
(after service meal)
St. Patrick's Cemetery (burial plot) 500.00
Flowers 289.88
Death Certificates 15.00
James Varhula (music) 50.00 6,243.53
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name 01 Personal Representative{s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State _Zip
Year{s) Commission Paid:
2. Attorney Fees Patricia R. Brown, Esquire 15.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Robert G. Ronnan 3,500.00
Street Address 1009 Northfield Drive
City Carlisle State PA Z 17013
-'p
Relationship of Claimant to Decedent Husband
4. Probate Fees Register of Wills Probate Fees,
Short Certificates 53.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Filing fees for Inheritance Tax, Closing papers, etc. 100.00
TOTAL (Also enter on line 9, Recapitulation) $11,396.53
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV_1512EX+11.97J.,.
., .~O
dO':"
~ :;.-
COMMONWEALYH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
ESTATE OF
RONNAN, RUTH B.
21-01-0417
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Sarah Todd Home (2 days)
2. Bon Ton (Acct. No. 085057552)
3. Visa Gold (First Union) (Acct. No. 4386-4126-0045-6381
4. Talbot's (Acct. No. 9018-5838)
5. Lifeline
AMOUNT
390.35
803.39
1,748.11
401. 32
35.00
TOTAL (Also enter on line 10, Recapitulation) $ 3, 378 . 1 7
(If more space is needed, insert additional sheets of the same size)
REV-1513"EX+ (9-00)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
RONNAN, RUTH B.
FILE NUMBER
21-01-0417
NUMBER
I
RELATIONSHIP TO DECEDENT
NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY Do Not List Trustee(s)
TAXABLE DISTRIBUTIONS {include outright spousal distributions, and translers under
Sec. 9116 (al (1.2))
Robert G. Ronnan Husband
AMOUNT OR SHARE
OF ESTATE
1.
100%
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)