HomeMy WebLinkAbout01-0562
PETITION FOR PROBATE and GRANT OF LETTERS
~\ -0\- Slo~
No.
To:
Register of Wille; for the a
Cumoeri an .
... . Deceased. County of In the
Social Security No. 16,,-22-2~l:U Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated December 7
and codicil(s) dated
Estate of MARY C. ROGERS
also known as
named
, 19Z1L-
Decendent was domiciled at death in Cumberl and
h er last family or principal residence at 180T Letchworth
Camp Hill
(list street. number and muncipality)
(,;;,;)
Decendent, then 74 years of age, died June 6 ~ 2001 ,
at Heal th South. Lower Allen Twp., Cumberland County .
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
incompete~t:
Decendent at death owned property with estimated values as follows:
. (If domiciled in Pa.) All personal property $ 10,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 90.000.00
situated as follows: 1807 Letchworth Drive
r::lmp Hi'1) rllmnprl ::Inti rnnnty
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Tes tamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
,.,...
~
l;;;- c,l{\D~ :gODtt.j
~ I / ~ I :~ I (\(- ~T'
-g.g t-l0o A I II O~
o;S".::::
3ct
u.....
~o
1ii
c::
tlO
in
IJ u,-,-l j( (\ 0 LJJ{\ flr5 G/r\D If 00uJ fJe.j
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
ARY
\ Co - d '3 (~--' ! D
No. 21 - 01 -: 562
Estate of
MARY C. ROGERS
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW J U N E 14, t9: 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated DpC'pmher7 t 1978
described therein be admitted to probate and filed of record as the last will of Mary C. Ro ger s
\
and Letters Testamentary
are hereby granted to Cindy A .Sowers
CINDY ROGERS njkja CINDY SOWERS
FEES
Probate, Letters, Etc. ......... $ 200.00
Short Certificates( 1)).. . . . . . . .. $ 30 00
Renunciation ................ $
RENUNCIATION $ 5.00
X-PAGE 3.UU
J~P JUNE 14,T?~AL - $ 5.00
Filed ............ .-.... .... . ... .,. 24-3..Q0
Michael V . Brown , Esquire (PA LD. 79984)
27 N. Wg~~ ~~up. Ct. 1.0. No.)
P.O. Box 1284, Harrisburg, PA 17108-1284
ADDRESS
(717) 234-3282
PHONE
Mailed letters to attorney on 6-14-01
?
LAST WILL AND TESTAMENT
OF
MARY C. ROGERS
I, MARY C. ROGERS, of 1807 Letchworth Drive, Camp Hill,
Cumberland County, Pennsylvania, being of sound mind, memory and
understanding, do hereby make, declare and publish this as my
Last Will and Testament, revoking all prior Wills.
FIRST: I direct that the expenses of my last illness and
funeral shall be paid from my estate.
1. I direct my Executor to payout of my estate the
cost of the perpetual care and maintenance of the burial plot in
which I shall be buried, should arrangements for same not have been
concluded and paid for prior to my death, and also the cost of an
appropriate tombstone.
SECOND: I give and bequeath to my husband, GEORGE E. ROGERS,
any automobiles, household and personal effects and other tangible
personal property of like nature, which I may own at the time of my
death, providing he survives me by ten (10) days.
1. If my husband, GEORGE E. ROGERS, does not so
survive me, I give and bequeath my tangible personal property, in
equal shares, to my daughters, DONNA LIDDICK, BONNIE ROGERS, and
CINDY ROGERS, or to the survivors or survivor of them.
THIRD: All the rest, residue and remainder of my estate,
real, personal and mixed, of whatsoever nature and wheresoever
situate, I give, devise and bequeath unto my husband, GEORGE E.
ROGERS, providing he survives me by thirty (30) days.
1. If my husband, GEORGE E. ROGERS, predeceases me
or does not survive me by thirty (30) days, I give, devise and
bequeath the residue of my estate to my three children, in equal
shares.
FOURTH: All Federal, State and other death taxes that may
be assessed because of my death, with respect to the property forming
my gross estate for tax purposes, whether or not passing under this
my Will, shall be paid from the principal of my residuary estate as
part of the expense of administration of my estate.
FIFTH: I nominate, constitute and appoint my husband, GEORGE
E. ROGERS, Executor of this my Will.
1. In the event that my husband, GEORGE E. ROGERS,
fails to serve or to continue to serve as Executor, I designate and
appoint my three children, DONNA LIDDICK, BONNIE ROGERS, and CINDY
ROGERS, as substitute or successor Executrixes.
.
,
"
....
SIXTH: My Executor shall have power to compromise claims
and controversies; to sell at public or private sale any real or per-
sonal property, and to make distribution of my estate in cash or in
kind.
1. My Executor shall not be required to furnish
a bond in any jurisdiction in which he may act, and if bond is
nevertheless required, it shall be without surety.
I~WITNESS WHEREOF, I have hereunto set my hand and seal
this ?tIf day of Noue~be~, 1978, at the end hereof, composed in
all of two (2) pages. ~~
.:/~ ~'.) ,
;' ,'~/ 0 A"~1' C' ~~/' #-71./ A ~
Mary C. R ers ~I
(SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix,
MARY C. ROGERS, as and for her Last Will and Testament in the
presence of us, who, at her request, in her presence and in the
presence of each other, all being present at the same time, have
hereunto set our hands as witnesses.
Name
dilJ If' IJkJ
~-jj6f'Yl,)0 /)a'1/~
A /1 / ,"
/ . ~/.. - //)/' L/' f~?
/ /C;,?[- ''f' v - ,.fB==:=:=:i.b
!
Address
1~24,;f1
tf'
~~y W///, /~-
/'~ v/
~-'Y1A' 'A~~ /<('
( 7/
Name
Address
Name
Address
21 - 01 - 562
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to
law, depose(s) and say(s) that
codicil
e will presented herewith, (ea~oeing duly qualified according to
/'
present and saw
Sworn to or affirme
me this ./'
/
-----
signed as a witness at the
the presence of each other) (in the presence of the
the testat , sign the same and that
request of testat_ in h ce and
other subscribing witness(es)).
nd subscribed before
day of
19_
~e)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
~ Vl vtO.. J- 'lddtvt Jt>O NNI'&- N\{)~ S--
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they familiar with the signature of Mary C. Ro gers
x~
testa! rix of (one of the subscribing witnesses to) the will
that
they
presented herewith and
codicil
believes the signature on the will is in the handwriting of
MARY C. ROGERS
to the best of their
knowledge and belief.
~
.
~
l~
CLEWIS
lit
(1ddress)
~
~c.. ~-L '~_ (Name~~.y---l. ()A.
Jlf/) '[/lIf
e. )i6. th. 17/1 I
(Address)
21 - 01 - 562
RENUNCIATION
In Re Estate of
MARY C. ROGERS
deceased.
To the Register of Wills of
CUMBERLAND
County, Pennsylvania.
The undersigned.Y OYl Vl ~ L; rid "\ ct i. j)o N N /E.. /VI o(J-, ~
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to Cindy A Sowers
WITNESS
hand this
day of June
~l' 2001
~~A-
:D ~'1 ~ AS~~~~
1;;Dv)vLVM~rtd
(Addless) ;f~.
~()O
*e.
. J7/1/
~~~~
:;? _ (Signature)
-.lX)NNJ'lz MO ~~
:b\J~
6f2'F ',,", fl.
~.- f-JC./
(Address)
W~J' f 0-'-7(( (
(Signature)
(Address)
f-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Mary C. Rogers, Deceased
June 6, 2001
Will No. 2001-00562
Admin. No. 21-01-0562
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) ofthe Orphans' Court was
served on or mailed to the following beneficiaries of the above-captioned estate on September 27,
2001:
Name
Address
Cindy A. Sowers
Donna Liddick
Bonnie L. Morris
121 Vine Street, Harrisburg, PA 17104
400 Bonnymeade Avenue, Harrisburg, PAl 7111
5506 Grouse Drive, Harrisburg, P A 17111
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: (NONE)
Date: September 27,2001
ELLIOTT REIHNER SIEDZIKOWSKI
EGAN & BALABAN
By:
ichael . Brown, Esquire
27 N. Front Street
P.O. Box 1284
Harrisburg, PA 17108-1284
(717) 234-3282 (voice)
(717) 233-4264 (facsimile)
Capacity:
_ Personal Representative
l Counsel for personal representative
G:\B&B\CLlENTS\954\BENEF1CI.CER
I~~IMUI
*. :", COMMONWE.o\lTHOF
, , PENNSYlVANIA
. DEPARTMENT OF REVENUE
DEPT, 280601
..;. HARRISBURG. PA 1712B-C601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OF~ICIAL IJSE Oi"ll y
c
/ (p- ;2 ~c. -I ()
FILE NUMBER
41_010562
cMriccu 'tEAR - ~ - -
I-
Z
UJ
Cl
IJJ
U
IJJ
Cl
OECEOENTS NAME (lAST, FIRST, AND MlOOLE INITIAL)
ROGERS, MARY C.
OATE OF OEATH IMM-OQ-YEAR) OATE OF BIRTH (MM-oO.YEARI
06-06~2001 04-30-1927
SOCIAL SECURITY NUMBER
162 - 22 - 2583
(IF APPlICABLE) SURVIVING spouses NAME (LAST. FIRST. ANO MIOOLE INITIAL)
THIS RETURN MUST BE RLEO IH.OUPUCA TE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
...
%
W
"
%
o
..
"
w
'"
'"
o
o
[]I 1. 0rigiiIat ~lm1 0 2. Supplementaf Return 0 3. Remainder Return fcWt d tIaIJI pntJIlD 12.13-82)
o 4.Umited~tale D4a.FutlJrelnterestCompromiselclallddtalhallw,2.,2-121 o 5. Federal Estate Tax Relum Required
G9 6. Decedent Died Testate (ADdlcopyalVMI 0 7. Oetedent Maintained a lMng TNSlfr'DXll<:opyalTIU$l) .0- 8. Total Number of Safe Deposit Boxes
o 9. UllgatlooProceedsReWit<l 0 10.SpousaJP"""YCtedil(dood_......12~1~1...,.,"" 0 11._10 la.under Sec. 9113(A) """'''''01
:.:tHIS .sECJiOI'(lii,ilST:BE:COMI'LETEDi"'Llj;CORRESP.oNDEN~E Af/D:CONFlDENTIALJAX INFORMATION SHOULD BE DIRECTED ,TO: j
NAME ' COMPLETE MAlUNG AOQRESS
Michael V. Brown, Esquire 27 N. Front Street
FlRMNMtE~_) . P.O. Box 1284
Elliott Reihner Stedzikowsk1 E an & Balaba Harrisb r PA 17108-1284
TELEPHONE NUMBER u g,
717-234-3282
w
~ct)
",,,
..0
00
",,,,,
....
..
'"
1. Real Estate (SchecklIe A) (1) 79,900.00 nit,. .oFFICIAL USE .oNLY
-0- ::;(,. Kl :u
. CD
2. Stocks.and Bonds (Schedule B) (2) :::l 0' (!
e:r'
3. Closety Held Corporalion. Partnership or SoIe.Proprietorship (3) -0- (I ..,.,
f'T1
(4) -0- 00
4, Mortgages & Notes Receivable (Schedule D) I
5. Cash. Bank Deposits & MisceUaneous Personal Property (5) 15,756.88 00
Z (Schedule E) -10
0 (6) -0- "J
6. Jcli!1IIY Owned Properly (Schedule F) "".,..
!;{ o 50parale !3l11ing Requested " ~
W
...J 7. Inter-Vrvos Transfers & MisceBaneous Non-Probate Property (7) 24,007.30
=>
t: (Schedule G or L)
0. B. Tolaf Gross Asset> (1l>taIli1es 1-7) (B) 119_664.18
<l;
U 9. F....eraI 8cpenses & Adninislritive Cosls (Schedule H) (9) 6,636.20
UJ
0:: 10. Oebl$ of Oecedent. Mong;1ge Uabililies. & liens (Schedule Q (10) 15,253.78
11. Total Oeductlons (1oIaI Lines 9 & 10) (11) _21J?89.98
12. Net Value of Estate (li1e 8 rnir<Js Line 11) (12) 97,774.2f) .
-O- J
13. Charitable and Go>.."nent;l Beques1s/Sec 9113 Trusts forwllich an _10 tax has not been (13)
made (ScheOuIe J)
14. Net Value Subject to Tax (li1e 12 minus Line 13) (14) 97.774.20
SEE IHSTRtJCT10NS ON REVERSE SlOE FOR APPUCABLE RATES
Z 15. AmolnIdUne14_atlhespousa!tax
0 -0,.. -0-
~ rale, or _ UI1der See. 9116 (aXU) l.O_ (15)
97,774.2'0 45 (16) 4 ,39'9-:84
I-' 16. AmountofUne 14_atinealra.. x.O_
=> -0- -0-
0. 11, _dUne 14_atsiblingra.. :x .12 (17)
:E
0 18. Amoonl of Line 14 _ at coIaleIal rate -O- x .15 (18) 0
U
X 19. Tax Due 119) .4 ,'399.84
~ 20.0
t
:-. '> > BE SURE TO ANSWER ALL QUESTIONS .oN REVERSE SlOE AND RECHECK MATH < < '
'ecedent's Complete Address:
HREETAOORESS 1807 Letchworth Drive
:ITY
Camp Hill
I STATE PA
I ZIP
'ax Payments and Credits:
Tax Due (Page 1 line 19)
Credits/Payments
A. Spousal Poverty Credil
B. Plio< Payments
C. Discounl
(1)
4,399.84
-0-
-u-
-0-
TolalCredits(A+B+C) (2)
-0-
InlerestlPenally if appHcable
D.lnteresl i
E. Penalty
-0_
-0-
TotallnteresllPenalty ( 0 + E )
I. KUne 2 is greater than Une 1 + line 3, enter Ihe difference. This is Ihe OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
(3)
(4)
(5]
-0-
i. Kline 1 + Une 3 is greater than lile 2, enter !he diffOfence. This is Ihe TAX DUE.
A Enter Ihe interest on Ihe tax due.
(SA)
B. Enter the total of Une S + SA This is Ihe BALANCE DUE. (s!l.l-
Make Check Payable to: REGISTER OF WILLS, AGENT
-0-
4,399.84
-0-
4,399.84
~~_~..",.~~~&_..~ _: ~ ~..;r.r,+-........~~~~~........... l:i y-....... ~
.~~~- ~~~.~~ - .... -"......~;1~..~.~~~''t::~~~~
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent male a transfer and: Yes
a. retain the use or income of the property transferred;......................................................,...................h.............. 0
b. retaij:! the right to designate who shall use the property transferred or its income; ....h...................h................. 0
c. retain a reversiolla.ry.interest. or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12,1982, dId decedent transfer property within one year of death
without receiving adequate consideration? ...........,................_...................................................................._............ 0
3. Did decedent own an 'n trust for" or payable upon dealh bank account or security at his or her death? .............. 0
4. Did decedenl own an Individual RetiremenlAccoun, annuity, or olher non-probate property which
conlains a benelida<y designation? ........................................................................................................................ G9
No
rn
~
~
o
o
G9
o
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 preoaIIies olpeljl$y, t dedare lhatl have eX3mi'ted tis reUn. indudit1g accompanying schedules and stalemetlts, and 10 !he bestot my knowledge and beief, it is true, correct and
ccmpIe\e.
DedataIiondptepamoUteflhanlhe~~isbasedonaJilrorm:alionof'M1ichpreparerhasilf'f'lkoc:1wledge_
SIGNATURE OF P/:RSON RESPONSIBl OR RUNG RETURN
, I-Ct/J'/L)
ADDRESS
PA 17104
2
Harrisburg, PA 17108-1284
~~~f!""~~~'C-~~~............_.~~~~1"~~~~~- ~~,1~ - ,... -dt;'-r '" -,-......,........~_..~~;p.T.~~V~:~
Fa-dales 01 death on a- after July 1, 1994 and before Janua<y 1, 1995. Ihelax rate imposed on Ihe nel value 0I1ransfets to a- for Ihe use of the SUl'living spouse is 3%
[72 P.S. 59116 (a) (1.1) (i)~
For dales 01 death on or after Januart 1, 1995. the lax rate imposed an !he net value of transfers to or for Ihe use of Ihe SUNiving spouse is 0% [72 P.S. 5g116 (a) (1.1) (u)].
The statute does not exemol a transfOf to a surviving spouse from lax. and Ihe slaMo<y requirements for disclosure of assels and IifIl19 a lax return are stiU applicable even ~
the SUl'living spouse is tile only benetida<y.
For dates of dealh on or after July 1, 2000:
The lax rate imposed on Ihe net value 01 :roosfer.; from a deceased ~iild ~enty-one years of age or younger at death 10 or for !he use 01 a natural paren, an adoptive parent
or a stepparent 01 Ihe child is 0', [72 P.S. ~9116(aX1.211.
The lax rale imposed on Ihe nel 'Ialoo of transfers 10 or lor Ihe use of the decedents lineal beneficiaries is 4.5%. except as noted in n P.S. 59116(1.2) [72 P.S. 5g116(aX1)1.
The lax rale imposed on Ihe net value of transfers 10 or for Ihe use of Ihe decedents siblings is 12% [72 P.S. S9116{aX1.3)~ A sibling is defined, under Section 9102. as an
individual who has at least one parent in common wilh Ihe decedenl, 'Nhelher by blood or adoption.
;.
REV.1502 EJC. 112-85) '*
COMMONWfAUH OF ,eNNSYlVANIA
INHERITANCE T,U ROORH
RfSIOEHT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Mary C. Rogers, Deceased
FlU NUMBER
21-01-0562
(Property jointly-owned with Right of Survivorship must b. disdos.d on Schedule F) All reol .sfQt. should b. reported at fair morxet vol
which Is d.fined as the price at which property would b. exchanged between a willing buyer and a willing sell.r, neither being comp.IJ~~
to buy or sen. both having reasonc::Jbl. knowledge of the relevont facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
1807 Letchworth Drive, Camp Hill, Cumberland County, FA
(Decedent took title by operation of law due to
death of spouse, George E."Rogers on January 4, 1998)
Property LD. No. 13-23-054 7-299
79,900.00
~.
79,900.00
"'.,"''''.,''''''*
COMMQNVV€..AlTH Of ~NNSYt.V,\NtA
INHEfUTMICE TAX RETURN
RESIOENT OEC~[\ENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Mary C. Rogers, deceased
FilE NUMBER
21-01-0562
ESTATE OF
Inc!ude /he proceeds of Jjligalion and lIe dale ltIe ~~o.eds were received by Ihe estate. AU property joinUy-owned with the right of survivorship must be disclose<:! on SChedule F.
ITEM
NUMBER
1,
2.
3.
DESCRIPTION
~SECU Bank - Savings Acct. 0162222583
1998 Ford Taurus SE Sedan 4'd VIN: 1FAFP5ZS8WGZ30134
Allfirst Checking: 72435674
VALUE AT DATE
OF DE."H
5.99
9 , 135 . 00
6,615.89
TnT,., I~!....... o"t<u "" lin...: PPf:;;ciiulaticnl I s
15,756.88
REV.IS10 EX+ \2.lJ71
"'..~~.~
,......\-..\
. . ..~:..o..
_"-,='::t-
SCHEDULE G
TRANSFERS
COMMONWE~LTH OF PENNs,nV,t,NI,.l.
INHERITANCE TAX ItET\JRN
RESIDENT DECEDENt
PLEASE PRINT OR TYPE
ESTATE OF
FILE NUMBER
Mary C. Rogers, Deceased
21"':01-0562
THIS SCHEDULE MUST BE COMPlETt:D AND FILED IFTHE ANSWER TO ANY OFTHE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHe::'T IS YES.
I _ I r I DECO. DOLLAR V,.l.WE
'~ DES,RlPTlON OF PROPERTY EXCLUSION OTAl VALUE i '" OF DECEDEW.s
~UM8ER Include nome of ~he IrcnJerl1e.1he;r re1c:tionship 10 decede~nt: dole Qf Irorufer" I OF ASSET lINT INTERES'. I
1
AlIFirst IRA CD 87006167277524
Transferee - Cindy SOwers-- Daughter
Transfer Date - 06-06~2002
23646.70
100
23,646.70
2
Al1First IRA CD 87000026723002p
Transferee - Cindy SOwers-- Daughter
Transfer Date - 06-06-2002
360.60
100
360.60
I
\
I
I
I
I
o ..
TOTAL (Also ~nler online 7. Rel:QoiIVlclion) S 24,007.30
(fr more "lpo.ce'1 ,,~ded. inu!rt addiliOflol mHn 0; ~ome size.)
"".'''''''''"W
COMMONWEALTH Of PWNSYL VANIA
JNHERlTANCE TAX RETuRN
RESIOENr DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Mary C. Rogers, Deceased
FILE NUMBER
21-01~0562
Debts of decedent must be reported on Schedule l
ITEM
NUMBER DESCRIPTION AMOUNT
A. FYNffi\L EXPENSES:
1- Eberly's Hill Church of God- Funeral Lunch 100.00
2. Geigle Funeral Home - Cremation & Mennrial Services 1,434.20
.. . .
B. ADMINISTRA TlVE COSTS:
1. Personal Represenla~'s Commissklns
Name of Personal Representative (5)
Social SealriIy Nutnhe<js) I EIN Number of P"""""I Representltive(s)
S...t Address
CRy Stlle Zip
Year{s} Commission Paid:
2- Attomey Fees 4,600.00
3. Family Exempoon: (If decedent's address is not the same as dainanfs. atfadl explanation)
Claimant
Sb"e<!! Address
"
City Slate Zip
Relatiollship of Claimaot to Decedent
4. Probate F... 243.00
5. Aa:oootanrs Fees
6. Tax Return Preparer's Fees 259.00
7.
-
TOTAL lA.1so enter on fine 9, Rec-.;pitulation) $ 6,636.20
-
- - .. -
(If fOOrp. soaca lS needed. Insert addihollaf sheets or the sane sIze)
.(V-I3I~f)l_I"'JI ~~~
~~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMO"'wt...UH OF "NNSl\VAo"'IA
INHtlf'1.4N<;f tu lInUIlH
USICENT OtC~DE""
ESTATE OF
Mary C. Rogers, Deceased
Please Print or Type
FilE NUMBER
21-01-0562
ITEM
NUMBER
AMOUNT
DESCRIPTION
1.
2.
3.
4 .
5.
6.
7.
8.
9.
10.
11.
12._
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
Dauphin Deposit lfank & Trust Go. -- Mortgage Int.
~eal Estate Settle~ent Charges
PSECU Visa: 162222583
Beacon Medical Group: 3748200
Siegeloaum, Gunder & Lacey Gastroenterology -rogema-OO
Physicians of Rehaoilitation-Industrial & Spine Medicine, P.C.
Associated Cardiologists - rogema_Ol
West Shore EMS: 9069268A
Healthsouth Renao. of Mechanicsourg: 400023
Cardiovascular Surgical Institute:2l633-1-l
Alstate: 077064317 06/12
Verizon: 7171613760
Holy Spirit Hospital: 16854465
Susquehanna Internal Medicine : 5064
fuffit Pease & Lim Associates :-162222583-
Pennsyl vania American Water Co. 24-1167743-4
PPL Utilities: 14520-71001
Penn State Milton Hershey Medical Center 162222583
AllFirst: Checking Fee
PPL Utilities
Lauren Miller - Lawn Care
Donna Liddick - Lawn Care
PennDOT - Title Transfer
Pennsylvania American Water Co. 24-1167743-4
UGI Utilities
West Shore EMS: 9069268A
Daily Eye Associates
381.69
8,005.40
4,373.15
95.21
63.06
22.77
309.82
64 .51
76.76
313.31
9.87
46.71
31.19
667.69
38.00
10.35
18.01
275.00
8.50
50.51
105.00
81. 52
58.50
48.99
~.94
71. 32
20.00
TOTAL {Also enter on line 10. Recapitulation)
IS 15,253.78
(If more space is needed. inserl additional she-et~ of sCJm~ :ize.)
1l~.1)13 lX.. (1..1)
.
CO_ONWU>Ult 0' ,t",HST\Y.l.Hl.l.
lHHl'llIT"'ItCJ T,lX Un.:I...
USIOll"l'l)lCtl)nl,
SCHEDULE J
BENEFICIARIES
Mary C. Rogers, Deceased
FILE NU.\\BER
21-01-0562
ESTA TE OF
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESiATE
A. T cxable 8o!GlJesls:
I.
2.
Cind.:\r Sowers
121 Vine Street
Harriso.urg, PA 17104
Donna Liddick
400 Bonnymeade Ave
Harrisburg; PAl7nI
Daughter
1/3
Daughter
1/3
3.
Bonnie L. M:>rris
5506 Grouse Drive
. Harrisburg , PA 11111
Daughter
1/3
.-.~ '.....- :;
.">
>'.'TEM.
NUMBER'
:fiJ-~
NAME AND ADDRESS OF BENEFICIARY
I AMOUNT'OR
SHARE OF ESTATE
L
B. Charitable end Governmental Be9uesh:
1.
-,
-,
TOTAL CHAR!7.:.3l.'S ;..NC GCVE~NMen~l 8E'::;UESTS {AJJa IMler on line 13, Rec::!=iruic:ionj is
fIF more spGca i: needl1d, insert additiiOnai :hel1h of :ame :i:u I
LAST WILL AND TESTAMENT
OF
MARY C. ROGERS
I, MARY C. ROGERS, of 1807 Letchworth Drive, camp Hill,
Cumberland County, Pennsylvania, being of sound mind, memory and
understanding, do hereby make, declare and publish this as my
Last Will and Testament, revoking all prior Wills.
FIRST: I direct that the expenses of my last illness and
funeral shall be paid from my estate.
f:.
'(
1. I direct my Executor to payout of my estate the
cost of the perpetual care and maintenance of the burial plot in
which I shall be buried, should arrangements for same not have been
concluded and paid for prior to my death, and also the cost of an ".
appropriate tombstone.
SECOND: I give and bequeath to my husband, ,GEORGE E. ROGERS,
any automobiles, household and personal effects and other tangible
personal property of like nature, which I may own at the time of my
death, providing he survives me by ten (10) days.
1. If my husband, ,GEORGE' E. ROGERS, does not so
survive me, I give and bequeath my tangible personal property, in
equal shares, to my daughters, DONNA LIDDICK, BONNIE ROGERS, and
CINDY .ROGERS, or to the survivors or survivor of them.
THIRD: All the rest, residue and remainder of my estate,
real, personal and mixed, of whatsoever nature and wheresoever
situate, I give, devise and bequeath unto my husband, GEORGE E.
ROGERS, providing he survives me by thirty (30) days.
1. If my husband, GEORGE E. ROGERS, predeceases me
or does not survive me by thirty (30) days, I give, devise and
bequeath the residue of my estate to my three children, in equal
shares.
FOURTH: All Federal, State and other death taxes that may
be assessed because of my death, with respect to the property forming
my gross estate for tax purposes, whether or not passing under this'
my Will, shall be paid from the principal of my residuary estate as
part of the expense of administration of my estate.
FIFTH: I nominate, constitute and appoint my husband, GEORGE
E. ROGERS, Executor of this my Will.
1. In the event that my husband, GEORGE E. ROGERS,
fails to serve or to continue to serve as Executor, I designate and
appoint my three children, DONNA LIDDICK, BONNIE ROGERS, and CINDY
ROGERS, as substitute or successor Executrixes.
SIXTH: My Executor shall have power to compromise claims
and controversies; to sell at public or private sale any real or per-
sonal property, and to make distribution of my estate in cash or in
kind.
1. My Executor shall not be required to furnish
a bond in any jurisdiction in which he may act, and if bond is
nevertheless required, it shall be without surety.
~WITNESS WHEREOF, I have hereunto set my hand. and. seal
this day of ~, 1978, at the end hereof, composed in
all 0 two (2) pages. ;(J~
~ ..:)
. o~ e.j~ "';f/A--e/
Mary C. . ers /
(S~)
~
i'
~;
SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix,
MARY C. ROGERS, as and for her Last Will and Testament in the
presence of us, who, .at her request, in her presence and in the
presence of each other , .all being present at the same time, have
heEeunto set our hands as witnesses.
~;
v
,
Name /14; ((./JkJ
Name ';f:,-lift,f~' )17 1J.,.lA~.J
Name /~l' If j/' It
Address 1~,;11
Address .!1/p?/' X/;'/:l1, ~ ,
Address ~;~A~J/,/f
{;,~
.~.
".,.
,''''
,;~
~
t'
i~>
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1712B-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BROWN MICHAEL V ESQ
27 NORTH FRONT STREET
POBOX 1284
HARRISBURG, PA 17108-1284
___nn_ told
ESTATE INFORMATION: SSN: 162-22-2583
FILE NUMBER: 2101-0562
DECEDENT NAME: ROGERS MARY C
DATE OF PAYMENT: 02/08/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/06/2001
NO. CD 000837
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,399.84
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,399.84
REMARKS: CINDY A SOWERS
C/O MICHAEL V BROWN ESQUIRE
CHECK#1025
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
MARY C. lEWIS
REGISTER OF WillS
"'v /6 -c54S6 - /6
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MICHAEL V BROWN
ELLIOTT ETAL
PO BOX 1284
HBG
'02 f\PF( 1 2
ESQ
P 1 :'-)3
L,.
PlAl,QJY,108 ~ 0 158
04~08-2002
ROGERS
06-06-2001
21 01-0562
CUMBERLAND
101
RfY-15it7 EX AFP (01- 02)
MARY
C
Amount Remitted
(1)
(2)
(3)
(4)
(S)
(6)
(1)
(9)
ClO}
CHANGED
79,900.00
.00
.00
.00
15,756.88
.00
24,007.30
(8)
6,636.20
15,253.78
Cl1)
Cl2}
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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 ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (Ol~02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROGERS MARY C FILE NO. 21 01~0562 ACN 101 DATE 04-08-2002
T AX RETURN WAS: (X) ACCEPTED AS F I LED
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
119,664.18
Cl3}
Cl4}
21.889.98
97,774.20
.00
97,774.20
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 .00
97,774.20 X 045 = 4,399.84
.00 X 12 .00
.00 X 15 . DO
Cl9}= 4,399.84
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02~08-2002 CDOO0837 .00 4,399.84
TOTAL TAX CREDIT 4,399.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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.}
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Com.onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTI ONS :
DISCOUNT,
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF MILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
8ureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, HarriSburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-ISOI) for an explanation of administratively correctable errorS4
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1. 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7% .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7% .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
I.
.
Name of Decedent:
Date of Death:
Estate No.:
Will No.:
(t V
l~.)~
C I
STATUS REPORT UNDER RULE 6.12
Mary C. Rogers
June 6, 2001
2001-00562
PA File No.21-01-0562
Pursuant to Rule 6.12 ofthe 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
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? NO
b. The separate Orphans' Court No. (if any) for the personal representative" s account
IS:
c. Did the personal representative state an account informally to the parties in
interest? YES
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk ofthe Orphans' Court and may be attached to this report.
Date: June 4, 2003
N
,~"
,,:--:'
.--
E::
UI
I
"?'"
:s
J
~,:;~:
cI: ~~
l""')
p
ELLIOTT REIHNER SIEDZIKOWSKI
EGAN & BALABA
By:
"
./
ichael V. rown, Esquire
Pa. LD. #. 9984
27 N. Front Street
P.O. Box 1284
Harrisburg, PAl 71 08-1282
717-234-3282
717-233-4264 (facsimile)
mvb@erse.com
, ~
-'
,U
- }.:
..~.~ ==
~Jc
Capacity:
Personal Representative
X Counsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
.-
.
Date: 5/07/2003
ROGERS CINDY
121 VINE STREET
HARRISBURG, PA 17104
RE: Estate of ROGERS MARY C
File Number: 2001-00562
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: 6/06/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
JFile
Counsel
Judge