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HomeMy WebLinkAbout04-0812 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION IN RE: ESTATE OF RHODA L. CAMPBELL FILE NO.: PETITION FOR SETTLEMENT AND DISTRIBUTION OF ESTATE NOT IN EXCESS OF $25,000.00 (Sec. 3102 Probate Estates & Fiduciaries Act) TO THE HONORABLE, THE JUDGES OF SAID COURT: aC'., x~ The Petition of Less C. Roadcap respectfully represents: ~ ~ 1. Your Petitioner is Less C. Roadcap, nephew of the deceased,~:Rhoda L.~.Campbeh (incorrectly indicated on the Will as "Lester" Roadcap). , ~ ::~ ~ 2. Rhoda L. Campbell was a resident of Cumberland County,Pennsylvama,°~ and died' on October 12, 2003 at the Beverly Healthcare nursing facility in Camp Hill, Cumberland County, Pennsylvania. Her Will has not been probated but is attached hereto and marked as "Exhibit A" and incorporated herein by reference. 3. The decedent's death certificate is attached hereto and marked as "Exhibit B" and incorporated herein by reference. 4. The entire estate of the decedent, Rhoda L. Campbell, consists of the following property: A. Checking account at M&T Bank, Account #3740102359 in the name of the decedent and her Power of Attorney, Michael L. Bangs, Esquire. The total of this account is $1,544.22. VERIFICATION I hereby verify that the statements made in the foregoing Petition are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904, relating to unsworn falsification to authorities. L~ss C. Roadcap ' 3 WILL OF RHODA L. CAMPBELL I, RHODA L. CAMPBELL, of the Borough of Lemoyne, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the / administration of my estate. ~'~ ITEM II. All the rest, residue, and remainder of my estate, real, personal, or ~ mixed, of every nature and wherever situate shall be divided equally between the ~ TRI-COUNTY BIG BROTHERS AND SISTERS ASSOCIATION and the DOMESTIC VIOLENCE SERVICES OF CUMBERLAND AND PERRY COUNTIES. ITEM III. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM IV. I appoint LESTER ROADCAP, executor of this my last will. ITEM V. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 2 IN WITNESS WHEREOF, I have hereunto set my hand this ~ ~, day of  , 1996. RHODA L. CAMPBELL ~ The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by RHODA L. CAMPBELL, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. 3 COMMONWEALTH OF PENNSYLVANIA ) ( SS: COUNTY OF CUMBERLAND ) The undersigned, being the testarix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. RHODA L. CAMPBELL Sworn or affirmed to and acknowledged before.._., ..me by the tes_~ix, named above this,.~ [j(~ay of ~..~.L .~ ~-~.--, 1996. I~otary P~blic I~,r AI~ Twp., COMMONWE . Y:: ( SS: COUNTY OF CUMSERLAND ana 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 testatrix sign and execute the instrument as her last will; that she signed Jt willingly and that she executed Jt as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 1 8 or more years of age, of sound mind, and under no constraint or undue influence. Sworn or ~ffirmed to and / acknowl~dflod b~fore m~ this 2~Y of ~ 1996. ~ S. CHE~,, ~w~ ~ Twp., CumGor~ ~., 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. . -, " OCT 1 6 P 9648581 No. ~ Date ~ev ~'a7 COMMONWEALTH OF PENNSYLVANIA" DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,. mi00a~ ~ Cat~z)~,// /,. /-I,.180-0~1-f758~J,. IOJl]YO~ __..____.__. ,,c,.,,..__. "--0' SEP 0 ? zoo IN TIlE COURT OF COMMON PLEAS OF (?tIMBERLAND COIJNi'¥ ORIel IANS' COURT DIVISION 1N RE: ESTATE OF RIIODA L. CAMPBELL PETI'i ION FOR SETTLEMENT AND DIS'I RIBUTION O1: ESTATE NOT IN EXCLSS OF $25,000.00 (Sec. _~ 102 Probate Estates & Fiduciaries Act)  ')~N ORDER 2004, motion L. AND NOW this day' ~....]/i, .,~ , , upon Bangs, F~squirc, attorney Ibr Less C. Roadcap. the within named bank is hcmby authorized to pay over to the said Less C. Roadcap thc account ofRhoda L (anpbcll and thc said Less C. Roadcap shall pay all outstanding bills and laxcs and distribute the net balance according to the within Petition. BY TIlE (O1 RI. OFFICIAL USE ONLY REv E×*,6-00; REV- 1500 DOMMONWEALT,O PENNSYLVAN,A INHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENLJE DEPT2B060 RESIDENT DECEDENT 0 -8 2 HARRISBURG. PA ~T1Z8 0601 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCrALSECURITYNUMBER D E ~beL[ Eho~ L. ~80 09-5753A C DATE OF DEATH (MM-DB YEAR) DATE OF BIRTH ¢MM- DD-YEAR) THIS R~URN MUST BE FILED IN OUPLICATE WITH THE E D Z0/Z2/2003 Z2/23/~9~0 REGISTER OF WILLS E N (IF APPLICABLE~ SURVIVING SPOUSE'S NAM E (LAST, FIRST AND MfDDLE INITIAL) SOCIAL SECURITY N UM DER T 4 ',date of dear h HpR b 1, OriginalReturn ~. SupplementalReturn 3, RemalnderReturn priorto12 ~3 CA P B 4, Limited Estate . Future Interest Compromise (dateofdeathafter lZ-~-8Z) ~, Federal Estate Tax ReturnRe~uired E P I O ~ 6, Decedent Died Testate , Decedent MaintainedaLivingTrust 8, Total NumberofSafeDepositBoxes CRAC ~ ,'Attach copy o f Will) (Attach copy of Trust) KOTM E S 9. ~ Litigatio* Proceeds Received ~10. Spousal Poverty Credit (dateofdeathbetween~Z-31 91and 1-1-95~ ',AttachSchO) THIS SEC~tON;MUS~BE COMPlEtED ~EL CORRES~ONBENCE &~ONF DENT AE~ NFORMATION SHOUED BE DIRECTED TO: ~ NAME COMPLETE MAILING ADDRESS oCRu Hichael L. ~as 429 Sou~h 18~h ~ F~RM NAME (If Applicable) R E ~ C~p Hi11, ~A 17011 S T TELEPHONE NUMBER 717/730- 73~0 1. Real Estate (Schedule A) (1) ~o~e OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) No~e 3. Closely Held Corporation. Pa~nership or (3) No~e Sole Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) ~o~e R 5. Cash. Bank Deposits & Miscellaneous Persona~ PropeAy (5) 1,761.77 s E (Schedule E) C A 6. Jointly Owned Prope~y (Schedule F) (6) P I ~ Separate Billing Requested T U 7. inter Vivos Transfers & Miscellaneous Non Probate Prope~y (7) ~o~e L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) ;, 76~ . 77 O 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 4 , 868.00 N 10, Debts of Decedent, Mo~gage Liabirities.& Liens (Schedule I) (10) 980 11. Total Deductions (total Lines 9 & 10) (11) 12, Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M ~ 15. Amount of Line 14 taxable at the spousal tax T A T rate. or transfers under Sec 9116(a)(1.2) 0.00 X 0 0 (15) X A T 16. Amount of Line 14 taxable at lineal rate 0 . 00 X 0 ~ ~7. Amount of Line 14 taxable at sibling rate 0.00 X 12 (17) 0 . 00 O N 18. Amount of Line 14 taxable at col[atera~ rate 0.00 X 15 (18) 0.00 ~9. Tax Due (19) 0 . 00 Copyright ~c) 2000 form software only The Lackner Group, Inc Form REV- 1500 EX (Rev Decedent's Complete Address: STREET ADDRESS 46 grford Road Bethany Health Care CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C, Discount Total Credits( A + B +C ) (2) . )(} 3. Interest/Penalty if applicable D. Interest Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X' IN THE APPROPRIATE BLOCKS IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ;'GNATUREO~:~ONRESPONSJBLEFORFILINGRETURN Less C. Roadcap [SATE ~ //,/~ ~/ 1298 Star Route 25 ,~ ~ 2J / ~ 429 South 18th Street REV 1508 EX + (1-97) SCHEDULE E COMMONWEALTHOFPENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERrTANCE T~O( RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Rhoda L. Campbell SS¢/ 180-09 5753A 10/12/2003 21-04-812 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 DESCRrPTION OF DEATH 1 Beverly Health Care Refund 20.07 2 Blue Cross/Blue Shield Refund 197.48 3 M&T Account 1 , 544.22 TOTAL (Also enter on Dine 5. Recapitulation) $ ] , 761. 77 more space is needed, insert additional sheets of the same size) Copyrightlc) 1996formsoftwareonlyCPSystems, lnc Form REV-1508 EX(Rev 1 97: REV ~ EX+ ~-97/ SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Rhoda L. Campbell SS¢~ 180-09-5753A 10/12/2003 21-04-812 Debl of decedent must be reported on Schedule I, ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1 Musselman Funeral Home 4,856.00 B. ADMINISTRATFVE COSTS: 1, Personal Representatives Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney's Fees 3. 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 4, Probate Fees Register of Wills 1.2 . 00 5. Accountants Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) $ 4,868.00 (If more space is needed, insert additional sheets of the same size) SCHEDULE I COMMONWEALTHOFPENNSYLVANiA DEBTS OF DECEDENT, RES'~ENT OECEDENT MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Rhoda L. Campbell SS¢~ 180-09-5753A 10/12/2003 21-04 812 ITEM NUMBER DESCRIPTION AMOUNT 1 PharMerica Network 980.75 TOTAL (Also enter online 10, Recapitulation) $ 980.75 (If more space is needed, insert additional sheets of the same size) Ccoyrightlc; 1996 form softwareonly CPSystems, lnc Form REV-1512 EX (Rev 1 97: REV 1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES IN HERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rhoda L. Campbell SS# 180-09-5753A 10/12/2003 21-04-812 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec 9116(a)(12)] ENTER DOLLARAMTS FOR DISTRIBUTIONS SHOWN ABOVE ONLN. 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 B, CHARITABLEAND GOVERNMENTALDISTRIBUTIONS 1 Big Brothers & Big Sisters of Capital Region 1500 North Second Street Harrisburg, PA 2 Domestic Violence Services of Cumberland and Perry Counties Post Office Box 1039 Carlisle, PA TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0.00 (If more space is needed, insert additional sheets of the same size) Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estateof Rhoda L. Campbell No 21-04-812 also known as Date of Death 10/12/2003 . Deceased Social Security No. 180-09-5753A Less C. Roadcap, Personal Representative(s) of the above Estate deceased, verify that the items appearing ~n 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 unswom falsification to authorities Personal Representative Attorney: Nichael L. Bangs Signature: ~ , ~ ot.C4,.¢4,~:2..,¢~ ID No: 4~263 Signature: L~ C. R6adeap Address: 429 SouEh 18Eh Street ~ddmss: ~298 Star Route 25 _C~p Hill, PA 17011 Millersburg, PA 17061 Telephone: 717/730- 7310 Telephone: 717/692- 2490 Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: I, 761. 77 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 CPSysterns. Inc. Form #RW-7 (1992) INVENTORY Esnate of: Rhoda L. Campbell Date of Death: 10/12/2003 County: Cumberland CASH: M&T Account 1,544.22 Beverly Health Care Refund 20.07 Blue Cross/Blue Shield Refund 197~48 1,761.77 TOTAL RECEIPTS OF PRINCIPAL ............... 1,761.77 -1- REGISTER OF WILLS OF CUMBERLAND COUNTY REPORT OF STATUS OF ADMINISTRATION (For Resident Decedents Dying after July 1, 1984) ESTATE NO. 21 - 04 - 0812 RHODA L. CAMPBELL 180-09-5753A "" = = c..... cn fr"l C-:, C:-J :.,':J , "-1 Name of Decedent: Social Security No.: o ::13 -TJ :;~F; C~) ~L( <- ;;.=,'" -~ ,,) ;"['1 (:~) Date of Death: 10/12/2003 v . "', ~-- . ~. _...J ;"-1! -r'l f,~ o --,'" ....".. Name of Personal Representative: Less C. Roadcap 1298 Star Route 25 Millersburg, P A 17061 ['0 ~ N Capacity ( check one) Executor X Administrator Administrator c.t.a. Administrator d.b.n. Is the administration of the estate complete? Yes_X_ No If "Yes", how was the administration ended? (check one) By court accounting By account stated to parties in interest Did the parties release the personal representati ve? Other(explain) Petition for Settlement and Distribution of Estate not in Excess of $25,00; Order dated 9/9/04; distributions made to named Charities. Total amount paid to date to creditors and for funeral and $5,848.75 administrative expenses Total value of distributions to date to beneficiaries $749.02 If administration is not complete, estimated value of assets $ still in administration NOTE: This status report is due no later than the due date for filing of the Pennsylvania inheritance tax return or, if no inheritance tax return is required, nine (9) months after the date of death; if the administration of the estate has not been concluded, a summary report shall be filed annually thereafter until the administration is complete, I certify under penalty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. I 1/0/0)' , / Attorney for Estate J Date: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE tfiffiN,~rr' ('ifCF r![ BUREAU OF INDIVIDUA ,,J,' SiU~L) \,-'1 '~'_.::. NOTICE OF INHERITANCE TAX ",r:'I" INHERITANCE TAX DIVISION qCt,:Y:T\:"; ~ - '" :I_"~ APPRAISEMENT" ALLOWANCE OR DISALLOWANCE PO BO)( 280601 \ 1>.,1'_.'" OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 JU'IO M',9:lt9 2005 ,'.I, CLER\\ Of: , ORPHtNS C\5.l~R1(, lLrjj ;.' I' L 'J~\ MICHAEL L lillih'ttk;"'" "',, , ' 429 S 18TH ST CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-10-2005 CAMPBELL 10-12-2003 21 04-0812 CUMBERLAND 101 *' REV-15~7 EX AFP 1l2-0~l RHODA L AMount Rellitted I CHANGED III [21 131 141 151 [61 171 .00 .00 .00 .00 1. 761. 77 .00 .00 (81 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... RiV=iSirj-Eit-iiFir-riii"=03Y-NOi'"iCE"iiF"i:"N'HEifii'ANCE-YAX-jiPPRA'iSEiiENi:--iir.rciwAifcE-O'R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CAMPBELL RHODA L FILE NO. 21 04-0812 ACN 101 DATE 01-10-2005 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds {Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule C) ~. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 1~. Net Value of Estate Subiect to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line l~ at Spousal rate (15) 16. Amount of Line l~ taxable at Lineal/Class A rate (16) 17. Amount of Line l~ at Sibling rate (17) 18. Amount of Line l~ taxable at Collateral/Class B rate (18) 19. Principal Tax Due ~ [91 1101 4,868.00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1, 761. 77 ".848 7" 4,086.98- .00 4,086.98- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE 5 j( A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I '\ 980.75 (111 1121 1131 1141 .00 X 00 = .00 X 045 = .00X12= .00 X 15 = 1191= TAX CREDITS. Cft"'.'" ..~tL.1 [OJ AMOUNT PAID DATE NUMBER INTEREST/PEN PAID [-I TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00