HomeMy WebLinkAbout02-0987PETITION. FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of RLSSeI 1 A _ Dodds
also known as
Deceased.
Social Security No. 01 7- 3 2 -1 9 4 2
No. ~.~` G 2..' 9 ~7
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(, who is/Rr~g 18 years of age or older, applies for letters of administration
on the estate of
(d.b.n.; pendente life; durante absentia; durance minoritate)
the above decedent.
Decendent was domiciled at death in Cumberland Cc,urty, Pennsylvania, with
his last family or principal residence at 1201 Georgetown Circle, Carlisle.«°''`"~~`~
(list street, number ;ind municipality)
Decendent, then 6 0 years of age, died 1 0 U i3 _ , i~c 2 n n ~,
at 1 201 Georgetown Circle, Carl ,' sl e, PA 1 7(11 "~ ,
Decendent at death owned property with estimated values as folllows:
(If domiciled in Pa.) All personal property $2 5 0 , 0 0 0. 0 0
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $3 5 0 , 0 0 0. 0 0
situated as follows: 1201 Georgetown Circle, Carlisle, PA 17013
e
THEREFORE, petitioner±s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
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Petitioner after a proper search ham ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
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
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirme~ and subscribed
•.. before me this .5 day of
~~~ ~ _~ ;
Register l
fir'
No. zl-oz-9s~
Estate of Russell A. Doaas ,Deceased
GRANT OF LETTERS OF ADMINISTRATION
a
~l
AND NOW NOVEMBER 5, X2002 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Erik W Dodds
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Erik w Dodd G
in the estate of Russell A DoddG
FEES
Letters of Administration .....
Short Certificates(1 ~ ......... .
Renunciation ................
JCP
TOTAL -
Filed .NOVEMBER , ~, ....... A
$~~-
$ 30.00
$ /~ . 00
$ 450.00
..D. ~ 2002
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~, ,
Register of,~Vills
Peter J. Russo 72897
ATTORNEY (Sup. Ct. I.D. No.)
3800 Market Street- Camp Hill, PA
ADDRESS 1 7 01 1
(71 7) 591 -1 755
PHONE
;'15 ,~ r:t I -~. `}', Cli€' .I ,:'la intl. ~1~.)"C 2~!`Iell 1S COT'1'eCClV CO~l,(3 i.- '?711 dP. U2".~1:1:1~ CC1-C21-1tdtC i:i ,~'~~;il 1, r~' 'i.,~ ,I.~,
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t~Jt?~il~i~. it is illegal t0 duplicate this ac~p~ t7y photostat or pht~#r~tra~sh.
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H, 05.144 Rev. 1191
6700560
O~,TZOZ002
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
7YPE/PRINT
IN
PERMANENT
BLACK INK NAME
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~~ ~~~_~_~. ~ ~~~>,, miwie asu
,. Russell A SEX SOCIAL SECURITY NUMBER DATE OF DEATH (Month. Day. veer)
Dodds
Male
AGE
Bl
L 2.
3. 017 -32-1942 4. October 18, 2002
(
ag
nhtlay) UNDERIYEAR UNDERiDAV DATE OF BIRTH BIRTHPLACE(City and PLACE OF DEATH(Check only one-see ingruc!ions on other stlel
(Month
Day
Year) Stat
Month
r F
i
D
H
M
C
s
ays
ours ,
.
ore
gn
e o
inutes
ountry) HOSPITAL'
OTHER:
60 Yrs.
5. BApr. 8, 1942 Z Albany, NY Inpatient ^ ER/Outpatienl ^ DGA ^ "ersing e~ Other
Home ^ Residen
iil
^
ce
($pecrty)
Be.
COUNTY OF DEATH CI POF DEATH FACILITY NAME QI not enstnulion. give greet antl number) WAS DECEDENT OF HISPANIC ORIGIN?
Cumberland RACE-American Indian, Black, White.e
Carlisle 1201 Georgetown Circle "°~ vea^"yea.apepiyaben. (s°~'"'
o H
s
P
Bb. Bc.
' a
n,
UertoRican.etc White
Bd. 9
DECEDENT
S USUAL OCCUPATION
(Give Wntl of work done tluringg. g
(
ki
lif
d . 10.
KIND OF BUSINESS/INDUSTRV WAS DECEDENT EVER IN DECEDENT'$EDUCATION MARITAL STATUS-Merrietl SURVIVING SPOUSE
U.S. ARMED FORCES? ebt pnl hi hag ratle com let Never Mauled
Widow
d
wor
ng
e:
e not us¢r¢tvetl)
Shoe Designer ,
e
, re. give ma~tler name)
Elementary/Seeondary College Divorced (SpecMl (IIw
~ a C~ Np ^
ro.,21
Shoes
°
„e
„b
' .
,2. 73-
pr5+ ,4
12 n.
Widowed
.
DECEDENT
S MAILING ADDRESS (Sfreet.CMROwn Slate. Zip Cotle) DECEDENT'S ,5.
1201 Georgetown Circle ACTUAL ,Testate Pennsylvania Did „
^
°.
va,depedantli"edin
RESIDENCE decedent
Carlisle, PA 17013 o~otha~~deina Cumberland li"aina
'a'
' township? No.tlecedentlived Carlisle
iTb. COUn 17d.® within actual limits pf
FATHER
S NAME (Frst. Middle. last) MOTHER'S NAME (Frst. Meddle, Martlen Surname) °iry
,a. Grant-Dodds „
Marjorie
INFORMANT'S NAME (TypelPrint) -
I
'
Erik W. NFORMANT
S MAILING ADDRESS (Street. CityR wn. State. Zip Code)
Dodds
1201 Georgetown Circle
Carlisl
PA 1701
,
lob
e,
3
METHODOF DISPOSITION DATE OF DISPOSTION PLACE OF DISPOSITION-Name of Cemetery, Crematory LOCATION-CHyROwn. State. Zip Cede
~ (Month, Day. Year) or Oth
Burlel ^ Cremation ® R
Pl
l f
emova
DDnatron^ aher(speciyt er
rom Stata
ace
^
• 2+.. 2,b- 10-21-2002 21C. Ewin Cremator ltd
Ewin Tw
NJ 08628
' SIGNATURE OF F
N
U
ERAL SERVI LICENSEE OR PER
- C . ,
SON ACTING AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILITY
22a.
L
C
l
t
R
23
l 22b. 012238 L 2x. FitzGerald-Sommer F.li Yardle PA 19067
• s y
omp
e
e
ams
a-c on
y when certityinq
Dhysician Nnot available at time of tlesth to ,
To the best of my knowledge, death occuned a[Ihe time, date and place stated. LICENSE NUMBER
(Signature and Tllle) DATE SIGNED
drtM cause pt death. (Month. Dsy veer)
2~'
' Itams2428 must be completed by
- parson who pronounces tlesth. 23b. 23c.
TIME OF DEATH prX, DATE PRONOUNCED DEAD (Month, Day. Year) WAS CASE REFERRED TO MEDICAL E%AMINER/CORONER?
~
18, 2002 ~;'~s, Yee,® N°^
2a. 5:00 A. M 25 October
27. PART(: Enter[he diseases, injuries or complicetion5which caused(Kadaalh. DO rbf entartha mode of dying, such as cardiac or respiratory arrest, shock or heartfailure. ,Approximate PART II: Other significant °pntlttipng contdbuting to tlesth, b,n
list only one cause on each line.
in^Servel between not resulting in the untledying Cause given in PART I.
IMMEDIATE CAUSE (Final t antl aeeth
tliaease or pondaipn COPD
resulting in death)-~ a. 0 elusive Coroner Arter Disease
DUE TO (OR AS A CONSEQUENCE Off:
Seguemialy Ilst eorMaioro b.
k any, leading to Immediate DUE TO (OR AS A CONSEQUENCE OF); ~
cause. Emer UNDERLYING
CAUSE (Disea or Injury c. ~
that Initiated events DUE TO (OR AS A CONSEQUENCE OF):
msutting in tlesth) LAST ,
rtlituHMtD? AVAILABLE PRIOR TO (MOnlh. Day
Year( ^=~.~~iwvr.r ~unT Ae yyORK? DESCRIBE HOW INJURY OCCURRED.
COO pELETION OF CAUSE Natural }y Homicide ^ .
Yes ^ No ^
~pII
Yes ^ No )u
Yes ^ No ^ Accident ^ Pending Investigation ^ 30e. 30b. M. 30c. 30tl.
Sulelde ^ Coultl not be determined
^ PLACE OF IN `URV -At home. farm.
bulltlin
t
n street. Isaory, oHite LOCATION (Street. Gry!TCUn. Stater
2aa.
tab.
29. g, e
c. ~eec
yJ
Spa.
CERfIf1ER (Check only
'CERTIFYING PHYS
one)
ICIAN
Ph
i
i
if
i
SIGNATU LE 01_
(
ys
an cert
y
c
ng cause of death when another physician has prOnouncetl death antl com
To the beat of my knowletlge, seem occurred due to the eeuea(a) end manner ea stetetl pleted Item 23) ^
................... .................................. C OT One r
use of tleelh)
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O
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G
et
t
(t
s
t
t
l LI S NUMBER DATE SIGNED (Month. Day Vear)
TOthe
best of my kn
Owlsdge, d
ee
h o
u
med H
h
tlme,de
le end place end due
s the
eeuaee
()end manner es atetad .......................... ~
~, 31~etober 18, 2002
31c.
' NAME AND ADDRES$OF PERSON WHO COMPLETED CAUSE OF DEATH
'MEDICAL EXAMINER/CORONER - (Item 27)Type or Print Michael L. Norris, COYOne
r
On thebaaisofezaminnlonend/orlmenlgnlon,inmyopinion,denhoccumedettheilme,date,an
manner as nnee ... eplece,endduetothecause(s)
ana .
6375 Basehore Road
Suite ~~1
.................................................................
31e. .............................. ® ,
Mechanicsburg
Pa. 17050
3z
REGIS SSIGNATUR
E AND NUMBE .
,
/ ~
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j ~ DATE FILED (MOmh,D y, V
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3a. O V I ~ V LOOLs
CERTIFICATION OF NOTICE UNDER RULE 5 6(al
Name of Decedent: RUSSELL. A DODD
Date of DeathOCTOBER 1 8 2 0 0 2
Will No.
To the Register:
Admin. No. 2002-00987
1 certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on NCIVF.MRFR 4~ ~(11~Z_;
Name
Address
ERIK w_ n~nns ~ ~ ~n~ ('FnRC'FTn[~rnT ('TRC`TF~ CARLISLE PA 1 701 3
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Signature
Name pETER J. RUSSO, ESQUIRE
Address 3 8 0 0 MARKET STREET , CAMP HILL ~ PA 17013
Telephone (717) 591-1755
Capacity: Personal Representative
X Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 260601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 003374
RUSSO PETER J
3800 MARKET STEEET
CAMP HILL, PA 1701 1
fold
ESTATE INFORMATION: ssN: oil-32-is42
FILE NUMBER: 2102-0987
DECEDENT NAME: DODDS RUSSELL A
DATE OF PAYMENT: 1 2/26/2003
POSTMARK DATE: 1 2/24/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 1 8/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 58,850.33
TOTAL AMOUNT PAID:
REMARKS: PETER J RUSSO
CHECK# 130
SEAL
INITIALS: SK
RECEIVED BY: DONNA M. OTTO
REV-1162 EX111-96)
58,850.33
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
~E'..l:.o0 EX'HlCi
ff1fE~ 15010-03
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
l1-1e, -9
*' COMMONWEALTH OF
PENNSYLVANIA
. . DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
FILE NUMBER
21 02
00987
COUIfTY COOl: YEAR
NUMBER
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DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL)
Dodds, Russell A.
DATE OF DEATH (MM-DD-YEAR) II DATE OF BIRTH IMM-DD-YEAR)
10/18/2002 04108/1942
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
I SOCIAL SECURITY NUMBER
I
1017-32.1942
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
I SOCIAL SECURITY NUMBER
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....
1;
~ 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of W~IJ
o 9. Litigation Proceeds R~ei'led
o 3. Remainder Return (date of deall1 prior to 12-1J.82i
. 0 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AllachSch01
o 2.. SU?plementa\ Return
o 4a. Future Interest Compromise (date OJ death a~e' 12.12-82)
o 7. Decedent Maintained a Living Trust IAttacl1~opyofTrtJsl)
o 10. Spousal Poverty Credll (dale of dealh belWeen 12-31.91 and 1-1-95)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Peter J, Russo Peter J. Russo, Esquire
FIRM NAME (I/Appllcable) 3800 Market Street
Law Offices of Peter J. Russo, P.C. Camp Hill PA 17011
TELEPHONE NUMBER '
(717) 591-1755
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
272,250,00
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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W
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4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Properly {Schedule F}
o Separate Billing Requested
7. In\er-VwosTransfers &. Miscellaneous Non-Probate Property
{Schedule G or l}
8. Total Gross Assets (tolal Lines 1-7)
9. F~nefa\ Expenses &. Mm\nis\ratlve Costs {Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I}
11. Total Deductions (tOlallines 9 & 10)
12. Net Value of Estate {line 8 minus line t1}
H. Charitable and Go'lemmen\a\ Beques\slSec 9113 Trusts for which an election to tax has not been
made (Schedule J)
34,041.00
42.657.53
(6)
87,458.59
(7)
436,407.12
(9)
(8)
38,562.42
205,543.81
(11)
(12)
(13)
244,106.23
192,300.89
(10)
14. Net Value Subject to Tax (Line 12 minus line 13)
192,300.89
(14)
SEE INSTRUCTIONS ON REVl'RSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rale, or translers under Sec. 9116 (a)(1.2)
~_~___..__ x.O _ (15)
_~~,:3Q.O.89 x.O '!~L (16)
8,653.54
16. AffiQunt of Line 14 taxable at lineal rate
x .12
117)
(18)
17. Amount of Line 14 taxable at sibling rate
x .15
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(19)
8,653.54
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
_...~01 G~orqelown Circle
I-c--,---.--..
CITY Carlisle
I STATEpA
I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 191
2. Credits/Payments
A. Spousal Poverty Credil
B. Prior Payments
C. Discount
(1)
8.653.54
Total Gradils ( A; 6 ; C ) (2)
3.
Interest/Penalty if applicable
D. Inleresl
E. Penalty
196.79
4.
TotallnleresUPenalty ( 0 ; E )
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
(3)
(4)
(5)
(SA)
(56)
196.79
5.
If Line 1 ; Line 3 is graatar Ihan Line 2, enler the difference. This is the TAX DUE.
8,850.:;~
A. Enter the interest on the tax due.
6. Enler the total of Line 5 + SA. This is the BALANCE DUE.
8,850.33
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, relaln the use or Inrome 01 the property transferred:."."".,."."."... """.,.",uu.,..,.u,,,..u.u,u...,.u.u.uuuU.U."U'" 0 !Xl
b. retain the right to designate who shall use the property transferred or its income; ............."............................ 0 [i]
c. retaln a revers'lonary interest: or. ......................................,....................................................,........................... 0 [i]
d. receive the promise for life of either payments, benefits or care? .................... .......................""........>>., .. 0 [i]
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 "in Irusl for or payable upon dealh bank acoount or security al his or her dealh? ....,..,.. ". 0 !Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
rontains a beneficiary desi9nalion? ...."..............."."........................................"...,........................................... ..,. !Xl 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
',J\IS~_
"-
ADDRESS
3 (~ C~C'. I) \(,. IGC\ S \, (- "
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
\"-~
l.i,\1
~)I.) './0 ~
DATE
ADDRESS
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, 99116 (a) (1,1) (ill,
For dates of death on or a.fter January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) ~ii}).
The statute does not exemot a transfer to a surviving spouse from tax, and the stalutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficfary.
For dates of death on or after July 1, 2000:
The lax rate imposed on the net value of transfers from a deceased chUd 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 cI1ild is 0% [72 P,S, 99116(a)(1 ,211.
The tax rale imposad on the nel value of transfers to or for the use ollhe decaden!'s lineal beneficiaries is 4.5%, except as nolad in 72 P,S, 99116(1.2) [72 P.S. 99116(a)(1)).
The tax rate imposed on Ihe net value of transfers 10 or for the use 01 the decaden!'s siblings is 12% [72 P,S, 99116(a)(1.3)J, A sibling is def,ned, under Section 9102. as an
individual who has alleast one parent in common with the decedent, whether by blood or adoption.
REV-lSD' EX+ 16-9*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Dodds, Russel A_
FILE NUMBER
21-0200987
All fesl property owned solely or as 8 tenant In common must be reported at fair me.rket value. Fair mmet value Is defined as the price at which property would be
exchanged between a wilting buyer and a willing setler, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which 15 jointly-owned with right of survtvorshlp musl be disclosed on Schedule F.
ITEM
NUMBER
,_
DESCRIPTION
Residential Structure & Land located at 1201 Georgetown Circle, Carlisle, PA
VALUE AT DATE
OF DEATH
272,250_00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
272,250.00
REV~1508 EX'16~98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Dodds, Russell A.
FILE NUMBER
21-0200987
tnctud9 the proceeds of litigation and \he date the proceeds were received by the estate.
All property Jolntly.owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Personal Property @ Georgetown Circle, Carlise, PA (See attached appraisal)
2. 2000 Chevrolet Corvette Vin # 1G1YY22G6Y5129014
VALUE AT DATE
OF DEATH
10.341.00
23,700.00
TOTAL (Also enter on line 5. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
34,041.00
REV-1509 EX+ 16-98~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Dodds, Russell A.
FILE NUMBER
21-0200967
If an asset was made lolnt within one 'year of the deced9n\'s date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(Sl NAME
A. Erik W. Doods
ADDRESS
RELATIONSHIP TO DECEDENT
1201 Georgetown Circle, Carlisle, PA
Son
B.
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMIlER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JQINTLY-HElD REAL ESTATE. VAlliE OF ASSE"!: INTEREST DECEDENTS INTEREST
1. A. 1126169 Direct Deposit Checking - Allfirst acct. # 0023518103 15,572.56 50% 7,766.29
2. A. 10/10/00 Money Fund Altemative - Allfirst acct. # 0950551156 69,742.46 50% 34,B71.24
TOTAL (Also enter on line 6, Recapitulation) S 42,657.53
(If more space is needed, insert additional sheets of the same sizel
REV~1510 EX+ (6~98.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Dodds, Russell A.
FILE NUMBER
21-0200987
This schedule must be completed and filed if \he answer to any of questions 1 lhrough 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM lNtLUOE.1tlE NAME Of THE TAANSFERl"E,ll1ElR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBEF THE DATE OF TRANSFER. ATTACli ACOPY OF TIlE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPliCABLE) VALUE
,. Life Insurance Policy - 1 sl Unum Life Ins. Co. 40,000.00 0%
Claim # 0099549734, Policy # 00463390-0001
2. Merrill Lynch IRRA accl. # 500-24803 1,551.65 0%
3. Circle Money Market - Citizens accl. # 330620-565-8 87,458.59 100%
TOTAL (Also enter on line 7 Recapitulation) $ 87,458.59
(If more space is needed, insert addltlonal sheets of the same size)
REV.1511 EX+ 112.991.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-0200987
ESTATE OF
Dodds, Russen A.
ORb of decedent must be reported on Schedulel.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1-
Funeral Home - Fitzgerald & Sommer 5178.00
17 S. Delaware Ave.
Morrisvine, PA 19067
B. ADMINISTRATIVE COSTS:
,. Personal Representative's Commissions 16,092.21
Nam<> of PeI""nal Representative(s) Erik W. Dodas
Social Security Number(s)/EIN Number of Personal RepresentaUve(s)
Str.etAddress 1201 Georgetown Circle
City Carlisle Stale~Zip 17012
Year(s) Commission Paid: 1 year 2 months
2. Attorney Fees 16,842.21
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Stale_Zip
Relationship of Claimant to Decedent
4. Probate Fees 450.00
5. AccOLJntant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 38,562.42
(If more space is needed, insert additional sheets of the same size)
~ REV.1512 EX+ (6-98)
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE Of
Dodds, Russell A,
FILE NUMBER
21-0200987
lnclude unre\mbur$ed medica' expenses.
ITEM
NUMBER DESCRIPTION
-:-
1. Mortgage on Georgetown Circle, Carlisle, PA
VALUE AT DATE
OF DEATH
7. UGI utilities
180,314.83
4,345.71
12,713.22
180.20
255.00
1,467.77
1,128.03
358.65
2. American Express Credit Card ace!. # 3713-832760-43008
3. Automobile Lease Fees
4. Lawn care @ Georgetown Circle property
5. Personal Property Appraisal
6. PPL utilities
8. Borough of Carlisle utilities
9. Real Estate Taxes due - County
1,527.03
10. Real Estate Taxes due - School
3,253.37
TOTAL (Also enter on line 10, Recapituletion) $
(If more space is needed, insert additional sheets of the same size)
205,543.81
REV.1513EX'19~OI ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Dodds, Russell A.
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME ANO AODRESS OF PERSON(SI RECEIVING PROPERTY Do Not List Tmstee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers lKIder
Sec. 9116 lal 11.2))
1. Erik W. Dodds Son 100%
1201 Georgetown Circle
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR OISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV.I500 COVER SHEET
" NON. TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
FILE NUMBER
21-0200987
(If more space is needed, insert additional sheets of the same size)
BUREAU OF INDZV/DUAL TAXES
TNHERTTANCE TAX DTV/STON
DEPT. Z80601
HARRZSBURG, PA 17128-0601
COHHONNEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOT/CE OF INHERITANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-IE"I7 EX AFP (01-05)
PETER J RUSSO
P J RUSSO LAN OFFICES
3800 HARKET ST
CAHP HILL
.~.. ~TE OZ-Z4-2004
TATE OF DODDS
¥/iJi:~ATE- OF DEATH 10-18-2002
FILE NUHBER 21 0Z-0987
FEB 27 P 1A.C~TM CUHBERLAND101
CUT ALONG THIS LINE
Amount Rami~ctad
RUSSELL
HAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAZN LONER PORTION FOR YOUR RECORDS ~
A
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF DODDS RUSSELL A FILE NO. 21 02-0987 ACN 101 DATE OZ-Z4-Z004
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVAT'rON CONCERN'rNG FUTURE 'rNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2}
$. Closely Held Stock~Partnership Interest (Schedule C) ($)
q. Nortgages/Notas Receivable (Schedule D) (~)
5. Cash/Bank Dmposits/H1sc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Costs/Nisc. Expenses (Schedule H) (9)
10. Dabts/Nortgaga Liabilities/Liens (Schedule 1) (10)
11. Total Deductions
12. Net Value of Tax Return
272~250. O0
.00
.00
.00
34 t 041. O0
42~657.53
87~458.59
38,562.42
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form wi~h your
tax payment.
1~.
NOTE:
q:36,407.1Z
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADDIT/ONAL INTEREST.
ASSESSHENT OF TAX:
15. Amount of Line 1~* at Spousal rate
16. Amount of Line lq taxable at Lineal~Class A rata
17. Amount of Line lq at Sibllng rate
18. Amoun~ of Line 1~ taxable a~ Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYHENT RECETpT D/SCOUNT (+)
DATE NUNBER /NTEREST/PEN PAID (-)
12-24-200:3 CD003374 188.50-
(15) .00 X O0 = .00
(16) 192,300.89 x 045= 8,653.54
(17) . O0 x 12 = . O0
(ze) .00 x 15 = .00
(zg)= 8,653.54
AHOUNT PAID
8,850.33
reflect figures that Lnclude the total of ALL returns assessed to date.
TOTAL TAX CREDZT I 8,661.83
BALANCE OF TAX DUE 8.Z9CR
ZNTEREST AND PEN. .00
TOTAL DUE 8.29CR
( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYNENT ZS RE~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR)~ YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR ZNSTRUCTZONS.)"P*"F-7
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) . O0
Nat Value of Es4:a4:a Subject to Tax (1~) 192,300.89
:;f an assess.ant .as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19
205~543.81
(11)
(12) 192,300.89
BUREAU OF ZNDTVZDUAL TAXES
TNHERTTANCE TAX DTVTSTOH
DEPT. 280601
HARRTSBURG, PA 171Z8-0601
COHMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
REV-16D? EX AFP C01-03)
ii.~.. ,DATE 04-19-Z004
.-~_ ESTATE OF DODDS
DATE OF DEATH 10-18-2002
FZLE NUMBER 21 02-0987
CUMBERLAND
'04 i1 Y 14 ? 3
PETER
RUSSO
· 101
P J RUSSO LAW OFFICES I Amoun~ Remi~ed
$800 MARKET ST
CAMP HILL PA
RUSSELL A
HAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credi~c ~o your account, submi~ ~che upper portion of ~his fore wA~:h your ~ex paymen~c.
CUT ALONG TH?S LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03)
ESTATE OF DODDS
~#~ ZNHERZTANCE TAX STATEHENT OF ACCOUNT
RUSSELL A F/LE N0.21 02-0987 ACN 101
DATE 04-19-2004
THZS STATEHENT 1S PROVIDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACH ZN THE NAHED ESTATE. SHO#N BELON
IS A SUHHARY OF THE PR/NCZPAL TAX DUE, APPLZCATZON OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPL/CABLE,
A PROJECTED ~NTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-24-2004
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
8,655.54
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER NTEREST/PEN PAID (-)
12-24-2005
04-05-2004
CD003574
REFUND
188.50-
.00
ZF PAZD AFTER THIS DATE, SEE REVERSE
SZDE FOR CALCULAT/ON OF ADDZT/ONAL ZNTEREST.
( IF TOTAL DUE 1S LESS THAN $1,
NO PAYMENT 1S REQUZRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT' (CR),
AMOUNT PAID
8,850.33
8.29-
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
8,653.54
.00
.00
.00
YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THTS FORM FOR ZNSTRUCTZONS. )
JRD/June 30, 1992/17858
In Re: Estate of Russell A Dodds
Late of Carlisle Borough
Estate No.: 21-02-0987
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-02-0987
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Erik Dodds
Counsel for Personal Representative: Peter Russo
Date of Decedent's Death: 10/18/2002
Date of Delinquency Notice: 08/11/04
The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 11/08/04
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to
the hearing date, the hearing will automatically be cancel~~~
Geo~dge~l~o ~er }q~. fi.~ ~ ~
STATUS REPORT UNDER R-tILE 6.12
Name of Decedent:. tl[l~l.l, a DODDS
Date of Death:
10/18/2002
Will No.: ..
Admin. No.: 2gg2-ggq87
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court R'des, 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 [] 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:
Did the personal representative _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 personal representative state an account informally to the parties
in interest? Yes ~-] No [--1
Date:
Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached~ ~
Signature '>
PETER J. RUSSO
Name
3800 MARKET STREET, CAMP HILL,
Address
(717) 591-1755
Telephone No.
Capacity: [-] Personal Rep,~s~n_~w
~ Counsel for personal representative
PA
17011