HomeMy WebLinkAbout01-13-10In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphan's Court Division
IN RE: Estate of
Thomas J. Rodgers,
Late of Camp Hill, Cumberland
County, Pennsylvania
Deceased
NO. ,~~_~c,-ovyo
PETITION FOR SETTLEMENT OF SMALL ESTATE
Pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code, the undersigned
Petitioner respectfully represents that:
1. The Name and Address of the Petitioner is:
Maureen Palese
1856 Holly Drive
Camp Hill, PA 17011
2. The relationship of the Petitioner to the Decedent is: Daughter
3. The Decedent died on: October 13, 2009
4. The Decedent was domiciled at time of death in Cumberland County,
Pennsylvania, with a last family or principal residence at:
24 Center Drive
Camp Hill, PA 17011
5. The Decedent's Social Security Number is: 161-32-3161
6. The Death Certificate is attached hereto.
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7. The Decedent died: c ~ -~ -
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D (a) intestate
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^ (b) testate ~ ~. ~~' ~ w { ~ ~ ` ~ ~
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8. The name(s), relationship(s), and interest(s) of all parties beneficially interested
in the estate are:
SUI JURIS
NAME RELATIONSHIP INTEREST es/no
Kathy Rodgers Spouse One Half Yes
Maureen Palese Daughter One Sixth Yes
Katrina Law Daughter One Sixth Yes
Michael Rodgers Son One Sixth Yes
Kathy Rodgers has assigned her interest to the Decedent's Children.
9. A Spouse's Elective Share
D (a) Has not been claimed
^ (b) Has been claimed (Give details]
10. If the Decedent died testate, the Decedent:
^ (a) was not married or divorced after the execution of the Will
^ (b) was married or divorced after the date of execution of the Will
(Give details]
11. If the Decedent died testate, the Decedent:
(a) did not have a child or children born or adopted after the date of execution of
the Will
(b) had a child or children born or adopted after the date of execution of the Will
(Give the name and date of birth or adoption of each such child]
Name Date of Birth of Adoption
NONE
12. The Decedent died owning property (exclusive of real property and property
payable under Section 3101 of the Probate, Estates and Fiduciary Code) of a
gross value not exceeding $25,000.00, which is itemized below (Include account
numbers and registration numbers, etc. If a bequest is adeemed, explain]
Item
Ameriprise Financial
Annuity payable to Estate
Amount
$1,200.00 (plus interest)
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13. An itemized statement of all claims against the Estate is set forth below:
NONE
(a) The following person(s), claims(s) the family exemption under Section 3121
of the Probate, Estates and Fiduciaries Code by virtue of being a member of
the same household as the Decedent:
Name Relationship Amount of Items Claimed
Total; 0.00
(b) The following persons claim reimbursement for debts, expenses, and other
claims (including inheritance tax, if applicable) they have paid with their own
funds:
Nature of
Person Claiming Date of Debt of
Reimbursement Payment Payee Expense Amount
Total: 0.00
(c) The following claims remain unpaid:
Claimant
Nature of Claim Amount
Total: 0.00
14. O
^
(a) All claims are undisputed
(b) The following claims are disputed:
(Give details]
15. The Petitioner has paid or will cause to be paid all Pennsylvania inheritance tax
due on all property to be awarded under this Petition.
16. All parties beneficially interested in the estate, other than the Petitioner, including
all holders of claims that are denied, or, in the case of an insolvent estate, all holders of claims
who will not be paid, have:
D (a) signed the joinder in this Petition which is attached; or
^ (b) been mailed at least ten (10) days written notice of the date, time
and place of the Orphan's Court Audit session at which the Petition will be
ruled upon by the Court, a copy of which notice is attached hereto.
17. Your petitioner proposes:
(a) that the family exemption, if any, be paid or satisfied as follows:
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(b) that the following claims be paid: Refer to section 3392 of the Probate,
Estates and Fiduciary Code to establish priority among claims, if
necessary.)
Claimant
Nature of Claim Amount
Total: 0.00
(c)
item -ANNUITY Amount - $1,200.00
Maureen Palese 1/3`d
Katrina Law 1/3~d
Michael Rodgers 1/3~d
Total: $1 200.00 (plus interest)
Signature of Petitioner
Typed Name: MAUREEN PALESE
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Signature of Att ney for Petitioner
Typed Name: M RK C. DUFFIE, ESQ
Supreme Court I
Office Address: Johnson, Duffie
PO Box 109, 301 Market Street
Lemoyne, Pa 17043
Telephone No. 717-761-4540
the balance, if any, be distributed as follows:
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VERIFICATION
The undersigned petitioner hereby verifies, subject to the penalties of 18 Pa. C.S.A.
§4904 (relating to unsworn falsification to authorities), that the facts set forth in the foregoing
petition which are within her knowledge are true, and, as to the facts based on information
received, after diligent inquiry, she believes them to be true.
Date:
Signature of Petitioner
JOINDER
We, the undersigned, being parties other than the Petitioner beneficially interested in the
estate of the foregoing decedent, do hereby certify that we have read the foregoing petition and
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join in the prayer thereof.