The URL can be used to link to this page

Home My WebLink About01-1049 Estate of Robert F. Neuba urn also known as PETITION FOR PROBATE and GRANT OF LElTERS ~/-lJl-/O'l9 No. To: Register of Wills for the Deceased. County of . ClaHlBer laRa in the Social Security No. 21 0 - 2 6 - 9 9 8 3 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 r ix in the las~ will of the above decedent, dated N rHT 1 q and codicil(s) dated named .19.JiL. N/A (state relevant circumstances. e.l. renunciation. death of"executor. etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 1121 Columbia Ave_r.Lemoyne, PA. ) ~' 1704Z4l "- (list street. number and muncipality) L.t7', 11~fL, /' ~ ' l.et /' Decendent, then 9 1 years of age, died O~ t- 0 hp r ? 7 . X~X ? 0 0 1 at Hol y ~p; ri r H()~pi r.::l1. r.::lmr Hi 11 . 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: . None Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled ia- PL) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: S 350,000.00 $ S $ 00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant oflett~ tg~t.m~Rt.ry (testamentary; administration c.t.a.; administration d.b.n.c.t.a,) theron. f ~- 'Hi' ClCg 1:= -1; ':;'D,. lS'.... ~o ~ ;. en i~ ~ ~~&UM ? -;D ft; --. PA /;611 -{,r, 2-() '~JrN~~l~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss CO~ OF Cumberland The petitioner(s) above-named swe:ar(s) or affum(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. 12{JLLL/()~ ~ 0;' I ~ .... /7-dl- ~ ~o. 21-2001-1049 Estate of _ Robert F. Neubaum , Deceased DECREE OF PROBATE AND GRANT OF LETfERS AND NOW November 16th, 2i~ 2 a a,1in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November J 9, 1 999 described therein be admitted to probate and filed of record as the last will o'r and Letters are hereby granted to Rnh~rt F' N~llh;::!llm rp~c::t;::!m~nt;::!ry Rae E. Neubaum FEES Probate, Letters, Etc. ......... $ 305.00 Short Certificates(lC) .. .. .. .... $ 30.00 Renunciation ................ $ x - Pages (2) $ 6 . 00 JCP TOTAL _ $ 5.00 rued NQY~Q~+. .J..€?tp.,.~Q9.1.. . ~~~E?~99. . 9Jz7 C, ~~~!N~ . RcaIster of WDIs M ry C. Lewis ~ Rnn Tllrn ~14114 A TIORNEY (Sup. Ct. I.D. No.) 7e ~l"\l1+-h p;t+- ~t . C'iirliiile, PA ADDRESS 1 7 0 1 3 (717) 245-9688 PHONE CALL ATI'ORNEY AND PUT IN OOX nc, .....A.::: ":'~',~ This is to certify that the information here given is correctly copied fran: an original certificate of death dul~ filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /7 'f!~7 ...L--~ W:::; R:g:';'ar ''J'C'-t-'' /> "r- Fee for this certificate, $2.00 p 7745287 OCT 3 1 2001 Date 21-2001-1049 ~J Rev. 2187 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME 01' DECEDENT If"... ~.l_1 1. Robert F. Neubal.Dll SEX a.male SlATE FilE NUMllER SOCIAl. SECURITY NUMBER 3.210 -26 - 9983 ~DmDhlrJ7/02lX1l AGE llall 8iflhday) UNDER 1 YEAA ~ Oeya UNDER 1 ON - ! ...... 8lRTHI'UlCE Ie..., aIld StaUI Of fCf8tQl1 CCIUfllIY' PUCE 01' OEAI'H fCI>ed< QI'lIy"'" -- __ 'nslt~on - _ HOSPItAL.: OTHER: 1npaI-)'l ER/OulpM_ 0 OG\ 0 =:0 0 ~,o DECEDENT'S USUAl OCCUMION (~..:=:~"::'::==r l1Lsupt.ofwindowservi DECEDENT'S MAILING ADORESS (SIr.... QIyIlOwn. s... Z<pCodeI 1121 COlumbus Ave. ,Apt.8 1.. Lem:>yne,PA 17043 FArMER'S NAME IF". ...-. latll Frederick Neubaum Fast pennsboro ... KINO 01' BUSlNESS/INOUSTRV fUICE . __......... BlICk. WIliM. _. .~ white II. 1711. Did ......... ...... . Cumberland --'1 11..0 :;"'-===01 WOlHER'S NAME (~"..~. M80dan Surname, ".Mary Mil.l.nJ.Ine l3Ri~~S:~prro.rt.m.r;pcr 17011 WWTAl swus....... *-........ WIdDwd. 0MIrc:*' ~ widower _ ""'-u_________ 1"-------____ l1cfJ 'fIM..........__~- LOWerAIlen-- SUAVIVING SPOUSE II ..... gnoa...... rwnaI DECEDENT'S ACTUAL RESIDENCE IllIIInlc:lIOna on_-. 17.. Sl-. ~ ~- .a. INf'OAMAHT'S NAME (T ypalPrinl) Rae E. Neubaum lOCRlOH . CiIy(1Jwn. SlaIe. Zip CooM aa. Uc. MS CASE REFERRED TO UEDICAL ElCAMINERICOAONEA? .\. .. 0 MolD' C"'rL'....OfV'A.. of +~<: DUE 110 toR AS A CONSEOUENCE OF): Iv" .AppAl- '---,*- : _ and....... I I I PART.: 0Ihar ~ ~clllfiiiiwiiii'-"'c_il~iIUc -~ .c-- _ ~in'" UIIllIItPItI_~in fWU I. e"IA,~{ t>l- f ,. ~1 i }. ;.. , ~~ lb. c. d. DUE 110 toR AS A CONSEOUENCE OF): DUE 10 (OR AS A CONSEQUENCE OF): *5 AN AlI10PSY WEAE AU10PSY FIHOlNGS MANHER OF DEATH PEAFOAMEO? -...-aE PflIOl'110 ~ 01' CAUSE 0# DERH1 ........ HomIcida Aceidanl 0 Panding~ .... 0 No~ ..0 MoO Suielde 0 Could _ be ...........- DATE 01' INJURY .-.Day. -I TIYE OF INJURY INJURY /iii WOflK? IlESCIlI8E HOW INJURY OCCUflflED. lID. 28b. c:EIIT....cQleclc oAy anal .c:EllTlFYlNG PH'ISlCIAN (PhySlClllll ~ ca.-. 01_ _ __ phy1oc__ pronouncecl llealll aIlO CQfI1llIelllCl"em 2Jl To..........""'~........_IIINd..........-..,___._... ...... ................. .... ........ ............ .., a. o o o . M. PUCE 01' INJUAY . AI"""'. ....... _. 'acIOIy. olftca buiIdInlI. Me. ISp.olv' -.. ... 0 NaD +<(~ ,/;( I /11',11 .PRONDUNCIilG AHOCERTIFVINO ~ c~ boOI1 ,,<c,nou,lCIIlll_ ancH:eflIlytnQ IOC_ 01 CleiIItlI To"'''''''' "'v"nowIadga. dealh__....._. clale. _ptac:................cauN(.I_m......'...,.,............................. "MEDICAL EXAMlNI!AlCORONER On the bMle oI..emlNIllon and/or I_.tlgalicm, 1ft my ottInioft. d.ldh Gec...,'" at !he ~. dal.. .nd pl.ca. and due to lhe cau"/'I.nd :n.~" at.'ad.. .. . . . . . . . . . . . . .. . . . . .. . .. . . . . . . . . . . .. . . . . . .. .. . . .. . . .. . . . . . . . . . . . " . . . . . ., . . .. . . . . . . . . . . . .. . . . . . RE f!.A 11()<-~ 33. A.-'- , 21-2001-1049 LAST WILL AND TESTAMENT OF ROBERT F. NEUBAUM I, Robert F. Neubaum, of the Township of Lower Allen, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testa- ment, hereby revoking all former wills by me at any time hereto- fore made. ITEX I. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Executor out of the property passing under ITEM II of this will, as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimburse- ment of any such tax so paid, even though on proceeds of insurance or other property not passing under this will. In the absolute discretion of my Executor, such taxes may be paid immediately, or the Executor may postpone the payment of taxes on future remainder interests until the time possession ther,o~~rues the beneficiaries. ~~-rr~IJt"'- Robert F. Neubaum or to Page 1 of 2 pages \. , - ., ITEK II. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate at the time of my death, to my children, Robert Ellsworth Neubaum of Trenton New Jersey, Kay Evelyn Fuelling of Three Rivers, Michigan and Rae E. Neubaum of Camp Hill, Pennsyl- vania, in equal shares. In the event any of my beneficiaries should predecease me, I bequeath his or her share to his or her surviving issue, if any, otherwise to my remaining beneficiaries. ITEK III. I nominate, constitute and appoint my daughter, Rae E. Neubaum, as Executor of this, my Last will and Testament. In the event she is unable to act, I appoint my son, Robert E. Neubaum, to so serve. It is my desire that my Executor serve without bond. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last will and Testament, typewritten on one (1) other page, this 19th day of November, 1999. ~~'~ .(Z~a&hn' J 9~~ Robert F. Neubaum Ie ~ COIOlONWEALTH OF PENNSYLVANIA . . : ss COUNTY OF DAUPHIN . . I, Robert F. Neubaum, testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by Robert F. Neubaum, testator, this 19th day of NO~9. ~~F. Neubaum N~*b~~~~ Notarial Seal Debra-Lee Jillard, Notary Public Harrisburg, Dauphin County My Commission Expires Oct. 6, 2003 COIOlONWEALTH OF PENNSYLVANIA . . : SS COUNTY OF DAUPHIN We, C,r;\ Jlo\ rl, F yt & f ( TV&- Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his Last will and Testament; that Robert F.Neubaum signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. . . and -:::rOrn~s ~rn~r , the r sw~rn or affirmed to and s~scribed to before me by _r:tm\ _. Ea~n~ and :Tomes 1::\. \!'&rner -l:lhe witnesses, this 19th day of Novem er, 1999. ~ 17 ~ ;t;~ . ~ ~ ~--;/ 2 w' ess Q*l~~Lti ~ Notarial Seal Debra-Lee Jillard, Notary Public Harrisburg, Dauphin County My Commission Expires Oct. 6, 2003 E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Robert F. Neubaum Date of Death: 10/27/2001 Will No. 20 0 1 - 0 1 0 4 q Admin. No. 7.1-01-1049 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 Dp- c 1 1, 2 0 0 1 ~ Address Rae E_ Neubaum 13 Riddle Rd_, Camp Hill. PA 17011-6020 Ms. Kay Fuelling 718 Constantine st., Three Rivers. MI 49093 Mr. Robert E_ ~eybaYm eJQ ~lor~~4Y Ang., Trenton, NJ OSg29 1213 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N / A / Date: 17./11/01 ~. Signat= ~I: Nwme . on Turo, Esquire Address 28 S. Pitt st. O..P. .,~:~'''' ';, ~.... \0 V) 0- M ...- ,... <C ~CL .:) ...J Carlisle, PA' 17013 c..J c:::J I~J r'o' I:.d ;Ij ~.o ....s:: 0>= uc.1 Telephone V 1 7) 245-9688 "~$ Olf.J 11,..,.- 00} o a:<D c! Capacity: _ Personal Representative p ~Counsel for personal representative 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 TURO RON 28 S PITT STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 210-26-9983 FILE NUMBER: 21 - 200 1 - 1 049 DECEDENT NAME: NEUBAUM ROBERT F DA TE OF PAYMENT: 01/24/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/27/2001 NO. CD 000791 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1 4, 1 95.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RON TURO ESQUIRE CHECK# 3799 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $1 4, 1 95.00 MARY C. LEWIS REGISTER OF WILLS 'v /?-c2/- tb COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ~lf)C .... ,DATE ESTATE OF DATE OF DEATH FILE NUMBER P 2 : ~JUNTY ACN 03-11-2002 NEUBAUM 10-27-2001 21 01-1049 CUMBERLAND 101 RON TURD TURD LAW OFFICES 28 S PITT ST CARLISLE '02 MAR 18 *' REY-1547 EX AFP (01-02) ROBERT F C:E'(;- PA 1701i~trlb:.i 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-j-i3f-AFP--foi-:02i--NOi'-ici--OF-'Z-NHiifiTAifcE-i'AirAPPRA-isiifENT~--AL1-owAiicE-irR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NEUBAUM ROBERT F FILE NO. 21 01-1049 ACN 101 DATE 03-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due 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. ~ointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 249.135.00 110.728.50 .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 ~) 14. Net Value of Estate Subject to Tax (9) (10) 21,741.00 6.082.00 (11) (12) (13) (14) NOTE: .00 X 00 = 332,040.50 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 359,863.50 27.823 00 332,040.50 .00 332,040.50 (19)= .00 14,942.00 .00 .00 14,942.00 TAX CREDITS: r"'"CNI IU:"'C.Lrl \+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-24-2002 CDOO0791 747.10 14,195.00 TOTAL TAX CREDIT 14,942.10 BALANCE OF TAX DUE .10CR INTEREST AND PEN. .00 TOTAL DUE .10CR · 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.) ~~ &n Will No.: STATUS REPORT UNDER RULE 6.12 !20/Sefr-r F !J~U&4l.LM- I tJ.-cl7-0j , ;){)(yf -' a/or? Admin. No.: Name of Decedent: Date of Death: 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. Stat~h~r administration of the estate is complete: Yes 9{ No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is Yes, state the following: a. Did the personal ~~ntative file a final account with the Court? Yes _ No~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the persona\. reD~ntative state an account informally to the parties in interest? Y e~-K - - No 0 c. Copies of receipts, releases, joinders d approval of formal or informal accounts may be filed with t e Clerk of the Orphans' _ / / and may be attached to this report. -z, Date:il.!f/O.? C-/ I Signa e /~~ ~~ I Fs-? Name dgS f? t! 5: fGv&k AddreSSJ- V s--- 9~ y- Y ~~ . ~ i,.~ '._.1 .;~ 1. Telephone No. Capacity: 0 Personal Representative ~unsel for personal representative Ref-.'500U+(f.OO1 w ... lI::c(Ul Uii2l1:: WC1.g :1:0.... Uflll C1. c( L :,.2 21 (!., I *' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT J. I ..' C,' 2001 01049 NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28OllO1 HARRISBURG. PA 17128-0601 ... z W o W U W o , DECEDENT'S NAMEjLAST. FIRST, AND MIDDLE INITIAL) NEUBAUM, ROBERT F. '~A~~;; ;~~~ ~MM-D~YEAR) r:~= 910 , (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDlE INITIAL) COUNTY CODE YEAR I SOCiAL SECURITY NuMBER , 21 (1-26-9983 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 4a. Future Interest Compromise (date of death aller 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95 o 3. Remainder Return (date 01 death prior to 12-13-82Y o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AUach Sch 0) 1. -OrigInalRetum 4. Limited Estate 2. Supplemental Return .... UlZ Ww lXo IXZ 00 UC1. Ron TUfo FIRM NAME (If applicable) Turo Law Offices. 28 S. Pitt St. Carlisle, P A 17013 (1) None ')FFiCIAi ::Sf" ('OJ (2) None J~ /-;1'1-0Oi (3) None (4) (5) (6) (7) None 249,135.00 110,728.50 None Z o g :> ~ c( U W IX rELEPHON-e NUMBER-------- - I 717/245-9688 ""'~r' 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (8) 359,863.50 12. Net Value of Estate (Line 8 minus Line 11) (9) (10) 21,741.00 6,082.00 (11 ) 27,823.00 332,040.50 0.00 (12) (13) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 332,040.50 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) Z 16. Amount of Line 14 taxable at lineal rate 332,040.50 x .045 (16) 0 r:: g 17.Amounl of Line 14 taxable at sibling rate .12 (17) C1. x ~ 0 U ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) ... 19. Tax Due (19) 14,942.00 14,942.00 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1121 COLUMBUS A VB., APT 8 CITY - ~--- LEMOYNE I STATE PA . ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 1.~)941.00 747.00 Total Credits (A + 8 + C) (2) 747.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the Interest on the tax due. 8. Enter the total of Line 5 + SA. This Is the BALANCE DUE. (3) 0.00 (4) (5) 14,195.00 (SA) (58) 14,195.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;............................................................................. 0 I:BI b. retain the right to designate who shall use the property transferred or its Income;................................ 0 I:BI c. retain a reversionary Interest; or............................................................................................................ 0 I:BI d. receive the promise for life of either payments, benefits or care?.......................................................... 0 I:BI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................................... 0 I:BI 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... 0 I:BI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?............................................................................................................... 0 I:BI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. under penalties of petjury, I declare thai I have examined this retum, Including accompanying schedules and stalements, and 10 the besl of my knowledge and belief, it is true, correct and complete:. Dedaration of preparer other than the personal representative is based on alllnfonnation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 13 RIDDLE ROAD . DATE -.- S'G~P~1i~GRETURN AOOR!;5S CAMPIDLL,PA 17011, tp.~~::. j=;; 28 S. Pitt St. Carlisle, PA 17013 gY~4- 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. S9116 (a) (1.1) (I)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (Ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even If the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child Is 0% [72 P.S. S9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries Is 4.5%, except as noted in 72 P.S. S9116 1.2) [72 P.S. S9116 (a) (1 )]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's siblings Is 12% [72 P.S. S9116 (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. I *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEOENT ESTATE OF KElIBAUM, ROBERT F. FILE NUMBER ~~ 1 - :U;\..: 1 - I) 1 049 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 US poST.Al':-SERVICE FEDERAL CREDIT UNION SHARE ACCOUNT #20132-0 VALUE AT DATE OF DEATH --- ~~- 4,955.00 2 MID-ATLANTIC CORPORATE FEDERAL CREDIT UNION 242,491.00 SHARE ACCOUNT #231300223 3 REFUND - COMCAST TV CABLE 9.00 4 REFUND - MUTUAL OF OMAHA INSURANCE 24.00 5 REFUND - NATIONWIDE INSURANCE 69.00 6 REFUND - SECURITY DEPOSIT (RENTAL) 114.00 7 PERSONAL PROPERTY (BY APPRAISAL) 1,473.00 TOTAL (Also enter on Line 5, Recapitulation) -- ----- 249,135.00 ~ *' I COMMONWEALTH OF PENNSYlVANIA I INHERITANCE TAX RETURN ~ RESIDENT DECEDENT -----~----_._._._- SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF NEUBAUM, ROBERT F. FILE NUMBER I 21 - 2001 - 01049 If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A RAE E. NEUBAUM ADDRESS RELATIONSHIP TO DECEDENT 13 RIDDLE ROAD CAMP HILL, P A 17011 DAUGHTER JOINTLY OWNED PROPERTY: :----- ITEM : LETTER DATE Include name of financlallnstitution and bank account number DATE OF DEATH %OF DATE OF DEATH FOR JOINT MADE DECO'S VALUE OF NUMBER TENANT JOINT or similar Identifying number. Attach deed for JoInUy-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. A SAVINGS ACCOUNT 1,334.00 667.00 POST MARK CREDIT UNION ACCT #83 2 A CERTIFICATE OF SAVINGS 29,254.00 14,627.00 POST MARK. CREDIT UNION ACCT #83 3 A PRIMARY SHARE ACCOUNT 25.00 12.50 HERSHEY FED CREDIT UNION ACCT #205408 4 A i MONEY MARKET ACCOUNT 40,642.00 20,321.00 HERSHEY FED CREDIT UNION ACCT #205408 5 CERTIFICATE OF DEPOSIT 13,598.00 6,799.00 HERSHEY FED CREDIT UNION ACCT # 205408 6 A MONEY MARKET ACCOUNT 61,458.00 30,729.00 CENTRAL PA FED CREDIT UNION ACCT#1070-017 7 A SAVINGS ACCOUNT 2,234.00 1,117.00 CENTRAL P A FED CREDIT UNION ACCT #1070-017 TOTAL (Also enter on line 6, Recapitulation) i I I I 1-. -. -.- I 110,728.50 I _ ___.~.__________L______~~_ *' SCHEDULE F JOINTL Y -OWNED PROPERTY continued COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NEUBAUM, ROBERT F. I FILE NUMBER . 21 - 2001 - 01049 If an a:'s,set was rnad-.? j~~;nt h';:hIn one YC2,' of t>.,(:! d':.H::~::j~nr:s d2~~: 0; dl};J~:i, ~~ j';.;~..st b..~ ~'i';::,:~-:.-:-d cr: :,i(:.-:()~'.:,.,,~':) c. JOINTLY OWNED PROPERTY 8 ----- DESCRIPTION OF PROPERTY LETTER DATE Include name of financial institution and bank account number DATE OF DEATH %OF DATE OF DEA OR JOINT MADE lor similar identifying number. Attach deed for joinUy-held real VALUE OF ASSET DECO'S VALUE OF TENANT JOINT estate. INTEREST DECEDENT'S INT A i CERTIFICATE OF DEPOSIT 72,912.00 36,45 I CENTRAL PA FED CREDIT UNION i I ACCT# 1070-017 i i I I I I ! ! I I , i I ---- I ------.,-...-- TH '---,.- I ITEM I NUMBER iF I EREST 6.00 -- Page 2 of Schedule F *' COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NEUBAUM, ROBERT F. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS I I i I FILE NUMBER . 11 - 2001 - 01049 FUNERAL EXPENSES: I MUSSELMAN FUNERAL HOME Debts of decedent must be reported on Schedule I. B. DESCRIPTION AMOUNT 2 ROLLING GREEN CEMETERY COMPANY 3 MINISTER Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid Attorney's Fees TURO LAW OFFICES - RON TURO, ESQ. 4. City Relationship of Claimant to Decedent Probate Fees ITEM NUMBER A. 4 INTERNMENT MUSIC State Zip 5 RECEPTION 1. I I ADMINISTRATIVE COSTS: Personal Representative's Commissions 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 2. 5. Accountant's Fees 6. Tax Retum Preparer's Fees State Zip 7. 1 2 3 Other Administrative Costs EXECUTOR'S NOTICE - THE SENTINEL NEWSPAPER EXECUTOR'S NOTICE - CUMBERLAND LAW JOURNAL APPRAISAL FEE - PROPERTY Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 4,698.00 2,609.00 250.00 125.00 954.00 12,500.00 346.00 91.00 75.00 75.00 18.00 21,741.00 *' Schedule H Funeral Expenses & Adninistrative Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NEUBAUM, ROBERT F. ., "t 1'1\ VlTAL .KECO;~DS - L'.::/.Trl CE;,_Tj~<~:_,.::';:~'; I FILE NUMBER , 21-2001-01049 _._J___ lS.OO I Page 2 of Schedule H *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8, LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NEUBAUM, ROBERT F. Include unrelmbursed medical expenses. H...E f',;'JMSZ:R ~~I ... 2(/)] - 010~~j ITEM NUMBER 1 VERIZbN-~-PHONE BILL DESCRIPTION 2 AT&T - PHONE BILL 3 PP&L - ELECTRIC BILL 4 HOLY SPIRIT HOSPITAL 5 DlANON SYSTEMS, INe. - LAB TESTS 6 NURSE FINDERS - NURSING 7 WESTGATE GARDEN ASSOC. - APARTMENT RENT 8 FEDERAL TAX - 2001 TAXES DUE 9 PA STATE TAX - 2001 TAXES DUE TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 12.00 132.00 38.00 900.00 11.00 3,297.00 692.00 750.00 250.00 6,082.00 . . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I' RESIDENT DECEDENT . ESTATE OF NEUBAUM, ROBERT F. I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) ROBERT ELLSWORTII NEUBAUM 630 NORWAY AVE. TRENTON, NJ 08629 I FILE NUMBER 21 - 2001 - 01049 RELATIONSHIP TO : AMOUNT OR SHARE D ~oE~E~ENT.L'~~ OF ~~~ATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Son ONE TIlIRD 2 KAY EVELYN FUELLING 718 CONSTANTINE ST. THREE RIVERS, MI 49093 3 RAE E. NEUBAUM 13 RIDDLE ROAD CAMP HILL, PA 17011 Daughter ONE TIlIRD Daughter loNE TIlIRD i Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate. on Rev 1500 cover she t II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T 0.00