HomeMy WebLinkAbout01-0737
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of 7b,furJIy &. 7?DC.Iitf No. 21-01-737
also known as To:
Social Security N~O'l-t!)/- eflo 75
Deceased.
Register of Wills for the
County of C.ufVII)G~l.J4110 in the
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
in the last will of the above decedent, dated /!)C-rt> ~ e R 9, /q P;q
and codicil(s) dated Ihd-Y ,1~;:Z~o /
named ~
,~eg
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
(list street, number and muncipality)
D cendent, then 8~
at :/ #J4.N .4
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:
~o<:)o,~
$ __ _ _j~ (!)Q .. ~11#
~ -
$ --=-
$ /0('.000. .~
,
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:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the tiastwill and codicil(s)
presented herewith and the grant of letterfestamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } S8
COUNTY OF CUMBERLAND
The petitioner(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 well and truly administer the estate according to law.
Sworn to ~r. affirm~ and subscribed f~c7Y~ ~
;;m~t~7t'1 ~j1$d~YOf' _~ ~
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~o. 21-01-737
Estate of
DOROTHY E ROUSH
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NowAUGUST 9 ~ 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 OCTOBER 9, 1989 and codicil 5-25-2001
described therein be admitted to probate and filed of record as the last will of
DOROTHY E ROUSH
TESTAMENTARY
EARL E and BARBARA L HOFFMAN
and Letters
are hereby granted to
~n~~/.u~IA~~.~;7r'
R ster of WI
FEES
P~o_b;~le~etters, Etc. ......... $ 23~. gg
Short c-ertificates( ).......... $~
~ODICIL. 10:50
RenuncIatIOn ................ $
JCP $ 5.00
TOTAL _ $ 268.50
Filed ". AUGu~r. .].1 .2,00.1 . . . . . . . . . . . . . . .
A TIORNEY (Sup. Ct. LO. No.)
ADDRESS
PHONE
MAIL TO EXECUTOR
--' 1 (\<; q(\<; ~"C\' (' IQf,
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~ ::3R~1L--
Fee for this certificate, $2.00
p
7431926
JUL 1 3 2001
Date
VffT
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
SEX
a.
NAME OF DECEDENT If",. MIdclIe. Lie)
"__rnmthv_R. lhush
AGE IL- sWN.Y1 UNDER . YEAR
...... De,.
8tR'f~ \Cly ana
S/aIe CII fer.. ColJnIIYl
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Sunbw:y Pa
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COUNtY OF OERH
White
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200 St Jam I 5 Church Ibad
Hrlnpipn JWp.
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Farl Hoffman
~OF IlI$POSlTION
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DUE 1O(OA AS A CONSEQUENCE 0f'I:
DUE 10 lOA AS A CONSEOUENCE OF):
IUS ANAU1OP$Y WEllE AUlOPSY FINDINGS MANNER OF DEATH DATE OF IHJUAY
EIFOAUED' .wIUI..A8lE PAIOA 10 IMooI\. o.y. ..,)
COW'lE1'lON OF CAUSE ~ 0
OIF DEArH' ........ HomiCide
AccicIM 0 "-ling ~lon 0
.. 0 No. __0 NoD Suicide 0 Could IllIIIle cIeI__ 0
TiMe OIF INJURY
INJURV AT WORK? DESCRIBE HOW IHJURVOCCUflRIEO.
... 0 NoD
REGISTRAR'S SlGNA.TURE AND NUMBER
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"MEDICAL n....INEAlCOROMER
On the bssIe of ......In.tlon .n4Irw In"._tlgatlon.ln m, opinion. d.atll occuned.t Ihe lime. datl..nd pl.c...nd clu. to Ihe csuM(_1 sncI
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69-t:S-Will and Testament
H",nry Hall. Inc., IndillnR, PII.
J, DOROTHY E. ROUSH
of 200 ST. JOHNS CHURCH ROAD. CAMP HILL
County of CUMBERLAND
and State of PENNSYLVANIA
being of sound mind, memory and understanding, do make and lJublish this my lw;t TVill and
Testament, he'reby revoking and making void all forme?' Wills by me at any time heret%l'e made.
1. I direct that all my debts and funeral expenses be
paid as.soon as practicable after my death, by my Executors
hereinafter named.
2. All the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate,
I give, devise and bequeath as follows:
a, One-half <i) thereof untp DONALD V. ROHLAND, JR. of
4733 Spellman Street, Houston, Texas, and if he fails to survive
me, unto his daughter, AMANDA ROHLAND, and in the event of her
minority at the time of my Death, I appoint her mother,
GAIL ROHLAND, to be Guardian of AMANDA ROHLAND'S ESTATE.
b, One-fourth (t)c thereof unto OAKWOOD BAPiIST CHURCH,
of 4315 CHES1lNUrri STREErr', CAMP HILL, PENNSYLVANIA.
c. One-fourth (t) thereof- unto BARBARA L. HOFFMAN-and
EARL E, HOFFMAN, of 4501 HAMPDEN AVENUE, CAMP HILL, PENNSYLVANIA.
3.1 hereby nominate, constitute and appoint BARBARA L.
HOFFMAN AND EARL E. HOFFMAN, of 4501 HAMPDEN AVENUE, CAMP HILL,
PENNSYLVANIA, as Executors of this My Last Will And Testament
and further direct that neither one shall be required to post
--a.ny:. bond -to- secure the rei t.hf'1l1 pA:rfo:rmance of "eir duties in
in the Commonwealth of Pennsylvania or in any other
jurisdiction. .
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CODICIL TO THE WILL OF DOROTHY E. ROUSH
I Dorothy E. Roush, of 2200 St. Johns Church Road, Camp Hill, PA do
make and publish this as a Codicil to my Will dated October 9, 1989. My Will is
amended by:
1. Deleting paragraph 2. a. and substituting in its place the following:
a. One-quarter (1/4) thereof unto my nephew, Donald V. Rohland,
Jr.
2. Adding a new paragraph 2.d. as follows:
d. One-quarter (1/4) therof unto my grand neIce, Amanda
Rohland of Quakertown, P A.
In all other respects my Will dated October 9, 1989 shall remain in full
force and effect.
In witness whereof, I Dorothy E. Rouch,_have hereunto set my hand and
seal this dZ~TJ- day of May, 2001.
)~~!5'< 8~
Dorothy E. Ro h
Signed, sealed, published and declared by the above named Dorothy E.
Rouch as a Codicil to her Last Will and Testament, as aforesaid, in the presence of
us, who have hereunto subscribed our names as witnesses in her presence and in
the presence of each other.
~ (14 7~ --#~
w .
JA.
Signed and sworn to before me a notary public this fl5' day of May. 2001.
,/
Notarial Seal
Stepha!lie Gardner, Notary Publi
Ham~b~rg. Dauphin County C
My CommIssIon Expires Apr. 28, 2003
Member, Pennsylvania Association otiNltaries
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CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name ofDecedent: P().f!tJ rllY ELI E# j:(htl g II
Date ofDeath: "'~ r /.=3) t<Ot? I
Will No.: ~()IJ / - 00 73 7 Admin No.:
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6~of~ Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on II 9 2..LkJ I :
r ,
Name
Address
Date: #oe> /
~/{;;k-;; - ~~~
Signature
~ EJ.h;:;:-,If 141'/ - fJ;;Rt;4bi j. Jt,rFMPiI
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Name
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.LJ!5c>1 I-!t1MPJ)ftl 4uEIYOE. {?~I ;JiLl Id /70/{
Address
C!IV1.3:L-J/t00
Telephone
Capacity: Rl Personal Representative - z-t' Feu -roll (/21 i)
D Counsel for personal representative
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Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Dorothy E. ROUSH
No. 2001-00737
also known as
Date of Death 07/31/2001
, Deceased Social Security No. 204 - 01- 2075
Earl E. HOFFMAN,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney:
Ralph H. Wright, Jr.
p.~naIR.pr.~ ~
Signature' 8
ar 1 E. OFFMAN
I.D. No.:
56113
Signature:
Address:
P. O. Box 109
Address: 4501 Hampden Avenue
Lemoyne, PA 17043-0109
Camp Hill, PA 17011
Telephone: 717/761-4540
Telephone: 717/737-4606
~~ .:lOt);}-
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
173,667.25
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form'RW-7 (1992)
~
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Estate of:
Date of Death:
County:
INVENTORY
Dorothy E. ROUSH
07/31/2001
Cumberland
CASH:
Cash on Hand
2,309.82
Cash on Hand
152.59
Mellon Bank Savings Account
1,691.56
Mellon Bank Certificate of
Deposit
45,900.00
Refund received from
Homeowner's Insurance
73.02
Reimbursement to Estate for
Taxes paid. See attached
Settlement Sheet
965.31
PERSONAL PROPERTY:
Household Goods
7,574.95
REAL ESTATE/PA:
Residence located at 200 St.
Johns Road, Camp Hill, PA
17011. As per attached
Settlement Sheet
115,000.00
-1-
51,092.30
7,574.95
115,000.00
,,-
TOTAL RECEIPTS OF PRINCIPAL...............
173,667.25
-2-
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
RALPH H WRIGHT JR ESQUIRE
301 MARKET STREET
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 204-01-2075
FILE NUMBER: 2101-0737
DECEDENT NAME: ROUSH DOROTHY E
DA TE OF PAYMENT: 09/27/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/13/2001
NO. CD 001661
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $17,924.15
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$17,924.15
REMARKS: RALPH H WRIGHT JR ESQUIRE
CHECK#144
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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
WRIGHT RALPH H JR ESQUIRE
301 MARKET STREET
PO BOX 109
LEMOYNE, PA 17043-0109
_n_____ fold
ESTATE INFORMATION: SSN: 204-01-2075
FILE NUMBER: 2101-0737
DECEDENT NAME: ROUSH DOROTHY E
DA TE OF PAYMENT: 12/11/2002
POSTMARK DATE: 12/10/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 07/13/2001
NO. CD 001937
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $48.77
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$48.77
REMARKS: RALPH H WRIGHT JR ESQUIRE
CHECK# 8207
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
//)-~~C; - y
\,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG I PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-liD7 EX AFP (01-031
RALPH H WRIGHT JR
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-21-2003
ROUSH
07-13-2001
21 01-0737
CUMBERLAND
101
DOROTHY
E
Allount Rellitted
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 ~
REV: ii;b-j-ix-AFP-(ol-:o3)-------...-iNiiERi~.._ANcE--YA;f-sTjrfEME-tiY-OF-ACCouiff--.-..---------------- -- - --
ESTATE OF ROUSH DOROTHY E FILE NO.21 01-0737 ACN 101 DATE 01-21-2003
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SU""ARV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAV"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-25-2002
P R I NC I PAL TAX DU E : ................................mnnm......................nm........................nmnm.....................n....mm...................................................................................
17,493.80
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-27-2002 CDOO1661 430.35- 17,924.15
12-10-2002 CDOO1937 48.77- 48.77
TOTAL TAX CREDIT 17,493.80
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 PAV"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU "AV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. l
/6-o?~f- 7
V BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSES:)MENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-25-2002
ROUSH
07-13-2001
21 01-0737
CUMBERLAND
101
RALPH H WRIGHT JR
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 11043
*'
REV-1547 EX AFP C01-02)
DOROTHY
E
Allount Rellitted
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-f-ix--AFP--("oi-:021--NoT'ici--oF-'rNHiifiTANcE-T'AX-APPRAisiMENT~--ALi-oWAirCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROUSH DOROTHY E FILE NO. 21 01-0737 ACN 101 DATE 11-25-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line l~ at Spousal rate (IS)
16. Allount of Line l~ taxable at Lineal/Class A rate (16)
17. Allount of Line l~ at Sibling rate (17)
18. Allount of Line l~ taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
116,625.36 X 15 = 17,493.80
(19)= 17,493.80
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)
~. 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
(1)
(2)
(3)
(~)
(S)
(6)
(7)
115.000.00
.00
.00
.00
58.667.25
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
l~. Net Value of Estate Subiect to Tax
(9)
(10)
14,220.50
3.946.27
(11)
(12)
(13)
(1~)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
173,667.25
18.166 77
155,500.48
38,875.12
116,625.36
." .....~. .........-. . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-27-2002 CDOO1661 430.35- 17,924.15
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-28-2002 TOTAL TAX CREDIT 17,493.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. 48.77
TOTAL DUE 48.77
. 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.)
STATUS REPORT UNDER RULE 6.12
/'
(}
a~
Name of Decedent: DOROTHY E. ROUSH
Date of Death: JULY 15.2001
Will No.: 2101-0737
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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
No
X
b. The separate Orphans' Court No. (if any) for the personal
representative's Account is:
c.
parties of interest?
Did the personal representative state an account informally to the
Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date: Marctr27, 2003
.~~
/RALPH H. IGHT, JR.
JOHNSON, DUFFIE, STEWART & WEIDNER
301 Market Street
P.O. Box 109
LemoYlle, P A 17043
(717) 761-4540
Capacity: Personal Representative
(x) Counsel for Personal
Representative
RfY ~ 1500 EX + (6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R 0
E E
S N
T
C
o
M
P
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A T
X A
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I
o
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OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
/t!- c;2~9- ~
FILE NUMBER
o
E
C
E
o
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N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG,PA 17128-0601
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
ROUSH Doroth E.
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
204-01-2075
THIS RETURN MUST BE ALEO IN DUPLICATE WITH THE
DATE OF BIRTH (MM-DO-YEAR)
2001-00737
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. limited Estate
X 6. Decedent DIed Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 1
3 date of death
. Remainder Return prior to 12-13-82)
S. Federal Estate Tax Return RequIred
8. Total Number of Safe Deposit Boxes
(Attach copy of WJU) (Attach copy of Trust)
o 9. LitIgation Proceeds Received 0 10. Spousal Poverty CredIt 0 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
!i[~QMl!~~'(ml':..':':.J~$j!!!:I1l!! f{: ,~(>;~!!I&lll~~!: 'j"~"'~ii!Q;~Li!lQ!!~li!lijeil:!I~~(;ll'~!lI!!:!!l:':,
COMPLETE MAILING ADDRESS
Copyright (c) 2000 form software only The Lackner Group, Inc.
ID:j;f!:!!I($,'~:Elfil{'
NAME
Ra1 h H. Wri ht, Jr.
FIRM NAME (If Applicable)
Johnson, Duffie, Stewart & Weidner
TELEPHONE NUMBER
P. O. Box 109
301 Market Street
Lernoyne, PA 17043-0109
R
E
C
A
P
I
T
U
L
A
T
I
o
N
61-454
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
S. Cash, Bank Deposits & Miscellaneous Personal Property
(SChedule E)
6. Jointly Owned Property (SChedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (SChedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estato (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub'ect to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
115,000.,00
N61le
None
OFFICIAL USE ONLY
(8) 173,667.25
(11) 18.166.77
(12) 155,500.48
(13) 38.875.12
(14) 116,625.36
(IS)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
17.493.80
17,493.80
(4)
(5)
None
58,667.25
(6)
None
None
14,220.50
3,946.27
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(aX1.2)
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.
0.00
0.00
0.00
116,625.36
x
X
X
X
,0 0
,0 45
.12
,15
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
200 St. Johns Church Road
CITY I STATE I ZIP
Camn Hill FA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
17,493.80
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E) (3)
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request a refund (4)
S. If Line 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
11Hlml1111ml111111l11l1l11ml111l11mml111111l11lmmmill!1l!lil1J'!milmll!1l!lill!lil1mmmmmmm!WII!iililllillliiimmrllimiil!I!!JIJ]liil!lIIl1111JII1llIJmmil!IIII!!IIIll!IW1!!iIIWllIll!!IIII!!!1lillli!II!
I!illll!I!!i!I!!ilii!!!!!!!!llil!WWli!!!!I!il!li!!i!i!IIIIII!I!!!!!lmllllll!Wmll!mmlimmmll!!
. . PLEASE ANSWER tHE FOLLOWiNG QUEstiONS BY PLACING AN "X'; iN tHE i\PPR6PRIATEBl.OCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .' ....... ~ ~ix
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or. . .' ............
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . .
3. Did decedent own an ~in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
17,493.80
430.35
17,924.15
!Ii!!!!!!!
HiifH!
o
o
o
IT]
IT]
IT]
Under penalties of perJury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and bettef, It is true,
complete. Declaratfon of preparer other than the personal representatfve Is based on all Information of which pre parer has any knowledge.
ATUR OF R SIBLE FO FILING RETURN
___~;9L~~;~:~!'_"tl!'___________________________ ?(J<( )IJ(j~
Cam Hill, PA 17011
Johnson, Duffie, Stewart & Weidner D~E
- - -~~m~Ynt~ pi9_~ i 7(J43: (Jl09 - - - - - - - - - - - - u - - - - - - - -/ ~ .<,,( ZdoZ-_
;:;;;;;fi~jl!ljJlll!I!I!!lfllllii!il!!JJ!I!iJ!11ri!!!!iliiilWJ!IIJl!!II!!!!!I!!!lilllli!!!!i!!!I!!I!lllll!ilil!IIIIIIIII!II!lllllliilliiW!Wlllilil)]jl!il!Wlil!llii!iim!lll!II!lllilllllli!lWJil111!lll
jiij~l!iIIIWI]1lJIii!WiliJil]iil!!lliiiilliiiJil
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 tor 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) (iin The statute does not exempt a transfer to a surviving spoLJse from tax, and the statutory requirements for disclosure of assets
and 1iling a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (21)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aXnt
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12"10 [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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Flev. 6-00)
REV-1S02 EX +(1-97)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Dorothy E. ROUSH SS# 204-01-2075 07/31/2001 2001-00737
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Residence located at 200 St. Johns Road, Camp Hill, PA 17011. As 115,000.00
per attached Settlement Sheet
TOTAL (Also enter on line 1, Recapitulation) $ 115,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy E. ROUSH
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSft 204-01-2075
07/31/2001
FILE NUMBER
2001-00737
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Cash on Hand 2,309.82
2
Cash on Hand
152.59
3
Mellon Bank Savings Account
1,691.56
4
Mellon Bank Certificate of Deposit
45,900.00
5
Refund received from Homeowner's Insurance
73.02
6
Reimbursement to Estate for Taxes paid. See attached Settlement
Sheet
965.31
7
Household Goods
7,574.95
TOTAL (Also enter on line 5, Recapitulation) $ 58 I 667 . 25
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 1996 form software only CPSystems, Inc. Form REV-150S EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCET~ RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Dorothy E. ROUSH
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSff 204-01-2075
FILE NUMBER
2001-00737
07/31/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Myers-Harner Funeral Home, Inc.
6,927.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Ear 1 E. HOFFMAN
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 4501 Hampden Avenue
city Camp Hill State PA Zip 17011
4,000.00
Year(s) Commission Paid:
2.
3.
Attorney's Fees Johnson, Duffie, Stewart & Weidner
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
3,000.00
4.
Register of Wills
Probate Fees
268.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Filing Fee to Cumberland County for Inheritance Tax Return and
Inventory
25.00
TOTAL (Also enter on line 9, Recapitulation) $ 14,220.50
(If more space is needed, insert additional sheets of the same size)
Copyright(c) 1996 form software only CPSystems, Inc. Form REV-1S11 EX (Rev. 1-97)
REV-1512 EX +(1-97)
COMMONWEALTH OF PEN NSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy E. ROUSH
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
SSjf 204-01-2075
07/31/2001
FILE NUMBER
2001-00737
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Hampden Township
2 Hampden Township
3 Hampden Township
4 Hampden Township
5 PA Department of Revenue
6 Pennsylvania American Water Company
7 Pennsylvania American Water Company
8 Pennsylvania American Water Company
9 Pennsylvania American Water Company
10 Pennsylvania American Water Company
11 Pennsylvania American Water Company
12 Pennsylvania American Water Company
13 Pennsylvania American Water Company
14 Pennsylvania American Water Company
15 Pennsylvania American Water Company
16 Pennsylvania American Water Company
17 Pennsylvania American Water Company
18 Pennsylvania Power & Light
19 Pennsylvania Power & Light
20 Pennsylvania Power & Light
21 Pennsylvania Power & Light
22 Pennsylvania Power & Light
23 Pennsylvania Power & Light
Total of Continuation Schedule(s)
AMOUNT
70.00
70.00
70.00
70.00
99.00
22.72
32.84
8.73
9.96
9.96
9.99
10.47
10.50
12.62
10.51
10.51
11. 07
37.68
31.64
39.39
29.59
48.59
33.81
3,186.69
TOTAL (Also enter on line 10, Recapitulation) $ 3,946.27
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
Estate of: Dorothy E. ROUSH
Soc Sec #: 204-01-2075
Date of Death: 07/31/2001
Continuation of Schedule I
(Debts of Decedent, Mortgage Liabilities and Liens)
Item
#
Description
Amount
24 Pennsylvania Power & Light 31.32
25 Pennsylvania Power & Light 27.75
26 Pennsylvania Power & Light 29.94
27 Pennsylvania Power & Light 36.07
28 Pennsylvania Power & Light 33.20
29 Pennsylvania Power & Light 33.85
30 Settlement costs for sale of Real Estate 2,167.65
31 Traveler's Insurance 291. 00
32 UGI Gas Company 55.38
33 UGI Gas Company 144.53
34 UGI Gas Company 82.00
35 UGI Gas Company 82.00
36 UGI Gas Company 43.00
37 UGI Gas Company 43.00
38 UGI Gas Company 43.00
39 UGI Gas Company 43.00
~ - - - - - - - - - - - - -
3,186.69
REV-1513 EX t{9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Dorothv E. ROUSH
SSjf 204-01-2075
07/31/2001
FILE NUMBER
2001-00737
RELATIONSHip TO DECi;DENT AMOI,J!C' ~ OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [Include outright spousal distrIbutions, and
transfers under Sec. 9116(aX1.2)J
1 Barbara L. Hoffman
4501 Hampden Avenue
Camp Hill, PA 17011
Friend 1/8 of
Residual
Estate
2
Earl E. Hoffman
4501 Hampden Avenue
Camp Hill" PA 17011
Friend
1/8 of
Residual
Estate
3
Amanda Rohland
11 Fairfield Street
Newville, PA 17241
Grand Niece
l/4th of
Residual
Estate
4
Donald V. Rohland, Jr.
11 Fairfield Street
Newville, PA 17241
Nephew
l/4th of
Res idual
Estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Oakwood Baptist Church, Camp Hill, Pennsylvania
38,875.12
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
38,875.12
(If more space is needed, insert additional sheets of the same size)
Copyright {cl 2000 form software only The Lackner Group, Inc.
Form REV-1513 EX (Rev. 9-00)
Exhibit A
Exhibit 8
LISTING OF DOCUMENTS
Last Will and Testament of Dorothy E. Roush
Codicil to Last Will and Testament of Dorothy E. Roush
".CS-WllI "nd TOIllllmp.nt
HOInr, """, Inc., Indl,,"", PII,
31.: DOROTHY E. ROUSH
~ 200 ST. JOHNS CHURCH ROAD. CAMP HILL
Cuunty of CUMBERLAND
and State of PENNSYLVANIA
beinu of Buund mind, memory ancl ttndC1'sta.ndino. do make aud lJtI,blish this my lm;l Will alld
Testcunent, he1'ebY.1"fwoking and making void all fOl'nl.C1' Wills by me at any time heret%rt' 11mdr>,
1. I direct that all my debts and funeral expenses bs
paid as. soon as practicable after my death, by my Executors
hereinarter named.
~. All the restl residue and remainder or my estate, real,
personal and mixed, and wheresoever the BRme may be situate,
I'give, devise and bequeath as follows:
a, One-half (tJ thereof untp DONALD V. ROHLAND, JR. of
4733 Spellman Street, HouEton, Texas, and if he rails to survive
me, ~nto hie daughter, AMANDA ROHLAND, and in the event or her
minority at the time of my Death, I appoint he~ mother,
GAIL ROHLAND, to be Guardian of AMANDA ROHLAND'S ESTATE.
b, One-f~-;:;;;-th-iF-tb-;r-;'~f~~t~. OAKWCioiJ-BAP-iisTCHURcIi;--
of. 4315 CHESTNUT STREET, CAMP HILL, PENNSYLVANIA.
c. One-fourth (!J thereof unto BARBARA L. HOFFMAN and
EARL E, HOFFMAN, of 4501 HAMPDEN AVENUE, CAMP HILL, PENNSYLVANIA.
3.1 bereby nominate, constitute &nd appoint BARBARA L.
HOFJ<lI\AN AND EARL E. HO FJ<lI\AN , of 4501 HAMPDEN AVENUE, CAMP HILL,
PENNSYLVANIA, as Executors of this My Last Will And Testament
and further direct that neither one shall be required to pOEt
-8J\.'Y,-'bond..~.-to..--s..e.c...u~<>. t:ng, f'Q1 +hf'111 pRT'f'OT'mRnrlA of' "Air dy.ti~~_i.1l___._~__.
1n the Commonwealth of Penn~ylvania or in any other
....J.uI!..i.sd of ~ + i nn. ...___. ,______ _ _______._ .
<c-~J41{~~e1' i? M~ -4_.
"I
,
I do Ii.,'eby make, cO""'titute and appoint BARBARA L. HO F'FMAN and EARL E.
HO FFMAN
to be Exec1!to.!:!!..-ol this mlllast Will a.nd Testament
1!"II'IT!\'ESS WHEREOF, I,
DOROTHY E. ROUSH
the Tn:fat
aaOVe -named. luwe ker6u.nto slI.bscribed. my name uncI. a.jJi.xed. my seal. th.e
9 th dc.y of OCTOBER
1Ii71C hlln(I1'ed. and eighty nine.
in. th.e Y6a.r of OlLT Lord onB thoHsanrf.
1
/ t/
,'J
NOfARlAl sw.
JfAN A. m~' Notary P
~HIlI Boro, ~mbllrklOd'.eO., Pa. ,
, ,....'"""",..,"" 1"",,,,. ",",y 3, 1993 ;--.,_ <L/ .(.' // 1
Stgned.. sealed, Pl~bltSh8 .' ed L."(-l reI ft{"-ye.<" . /Lr1v (/1
as (Lnd fOl' ---1LlL...,/l-- . last Will and Testament, in the p1'escncc of l.tlS, 1oho kava hSJ'e
1tnto subsctibed our'1tlllrnes at~/"i,u'i'.r),l Z r~quest as witnesses thereto in the presence of
said testat..,j( Cl.n.d of each ot LCt.. .
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CODICIL TO THE WILL OF DOROTHY E. ROUSH
I Dorothy E. Roush, of 2200 St. Johns Church Road, Camp Hill, PA do
make and publish this as a Codicil to my Will dated October 9, 1989. My Will is
amended by:
1. Deleting paragraph 2. a. and substituting in its place the following:
a. One-quarter (1/4) thereof unto my nephew, Donald V. Rohland,
Jr. '
2. Adding a new paragraph 2.d. as follows:
d. One-quarter (1/4) therof unto my grand neIce, Amanda
Rohland of Quakertown, P A.
In all other respects my Will dated October 9, 1989 shall remain in full
force and effect.
In witness whereof, I Dorothv E. Rouch._have hereunto set my hand and
seal this -:1..,,7'>- day of May, 2001.
I~~~. ff~
Dorothy E. Ro
Signed, sealed, published and declared by the above named Dorothy E.
Rouch as a Codicil to her Last Will and Testament, as aforesaid, in the presence of
us, who have hereunto subscribed our names as witnesses in her presence and in
the presence of each other.
~ ::;;0 .5~ -Yl~
w .
J/....
Signed and sworn to before me a notary public this ::15' day of May, 2001.
Notarial Seal
Stephanie Gardner, Notary Public
Harn~b~rg, Dauphin County
My Commission Expires Apr. 28, 2003
ME:mber, Pennsylvania Association of Notaries
..' - -...--.-..-.--..-.---- ._------- ....
~..,.._~-..-.~----_._-_.-.-..'-_. .---