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HomeMy WebLinkAbout09-13-05 (2) II Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t Mary C. Rohrbach ame 0 ece en : Date of Death: May 31, 2005 Estate No.: 21-2005-531 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: I. State whether administration of the estate is complete: Yes [I] No 0 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0. No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be tiled with the Clerk of the Orphans' Court and may be attached to this report. ?e\~ C. ~( (~ \. I '. .-.'. ".'.\ .c:.. Date: \ .' I , ' Signature , ; ("-j Robert C. May Name 4330 Carlisle Pike, Camp Hill, PA 17011 ,::::::> (._~ Address i 1 Ii ('<') 717-612-0102 Telephone No. c, Capacity: 0 Personal Representative .0 Counsel for personal representative I~@ ROHRBACH FAMILY AGREEMENT (page 1 of2) THIS FAMILY AGREEMENT, is made by and among Bobbie Jean Crone, Victoria Magaro and Christina Rohrbach. NOW THEREFORE, for good and valuable consideration, and intending to be legally bound the parties hereto agree as follows: 1. Our mother, Mary C. Rohrbach, died on May 31, 2005 after a long illness and having suffered from health problems and an inability to be employed or fully care for herself. Our mother had assigned the family house to Bobbie Jean Crone on July 31,2003, which assignment was in consideration ofthe agreement by Bobbie Jean Crone to move in with our mother and care for all her personal needs, such as cooking, cleaning, transportation, handling personal business and finances, and attending to her illnesses as best as possible. Bobbie Jean Crone has agreed to pay all inheritance taxes associated with the family house, if any, and each of us has agreed to allow Bobbie Jean Crone to own, independently of any claim or asserted right of the other sisters, the family house now owned or possessed or to be owned or possessed in the future by Bobbie Jean Crone. 2. We have physically divided all of our mother's personal property between ourselves to our mutual satisfaction, and we each agree that none of our mother's personal property, such as wearing apparel, household goods and furnishings, and all other miscellaneous tangible property, have any monetary value whatsoever. Each shall own, independently of any claim or asserted right of the other, all items of personal property of any kind now owned or possessed or to be owned or possessed in the future by her. 3. The Inventory ofthe remaining assets of our mother computed is $12,443.80, all of which has been converted, after expenses, to cash. The Inventory shall not be contested. Our mother's final expenses, as allowed under Pennsylvania law, totaled $12,406.00, which amount shall not be contested, as follows: Funeral Expenses Final Medical Expenses Legal and accounting fees Filing Fees and Newspaper advertising $7,710.00 $1,976.00 $2,402.00 $ 318.00 4. The net value of the Estate under Pennsylvania law, before the Family Exemption and before taxes, is $37.80, all of which is in a savings account. Bobbie Jean Crone, being the only beneficiary who lived with Mary Rorhbach, and therefore, the only beneficiary eligible for the $3,500.00 Family Exemption, shall take the $3,500.00 Family Exemption allowed under Pennsylvania law. 5. Bobbie Jean Crone, in consideration of her sisters' agreement not to contest the Inventory or transfer of the family house from her mother to her, hereby agrees to pay all Inheritance Taxes on the Estate and any additional final expenses, if any, and, in addition, gives to her sisters each $3,346.29, as well as the entire amount of appreciation on the shares of Prudential stock in the total amount of $307.42, for a final accounting of: Victoria: $3,346.29 from Bobbie, and $153.71 stock appreciation; Christina: $3,346.29 from Bobbie; and $153.71 stock appreciation; Bobbie: $37.80 from Estate; ($6,692.58) gifts to Victoria/Christina. 6. Bobbie Jean Crone shall deliver checks of $3,500.00 each to Victoria/Christina, in full payment of the amounts accounted for above under this Family Agreement. ROHRBACH FAMILY AGREEMENT (page 2 of2) IN WITNESS WHEREOF, and intending to be legally bound, the undersigned hereby set their hands and seals to this F AMIL Y AGREEMENT with respect to the Estate of Mary C. Rohrbach, this 12th day of September, 2005. Y5!t~ ~(]~ Bobbie J eau.Qfune .: V ~ ;yY) a.q ~....V/ Victoria Magaro C/ -jJJ ,j / ~ Witness: t"U~VI. L_