HomeMy WebLinkAbout04-04-12____
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In Re: Estate of James M. Riddlesberger,
deceased
late of the Borough of Carlisle
In the Court~of Common Pleas of
Cumberland County, Pennsylvania
Orphans' Court Division
No. OC 2012-00239
Petition for Settlement of Small Estate Pursuant to 20 Pa. Cons. Stat. §.3102
TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
The petition of WILLIAM SCOT RIDDLESBERGER respectfully states that:
1. JAMES M. RIDDLESBERGER ("Decedent'') died :testate, on November 24, 2011, a
resident of the Borough of Carlisle, Cumberland County, Pennsylvania.
2. Decedent's will, dated June 8, 2010, is attached to this petition as exhibit "A."
°3. Decedent was not married at the time of his death and was survived by his three
children, who are also the residuary beneficiaries. under his will
4. Decedent was a resident of the Forest Park Health Center at the time of his death and
no one. is entitled to claim the family exemption.
5. Decedent's estate has a total value of $22,078.45, consisting of funds on deposit at M&T
BanK with a total value on .the date of death of $14,208.47 and .tangible personal
property with total appraised value of $7,870.00.
6. Decedent's son, W. Scot Riddlesberger, has. filed an inheritance tax return declaring .all
assets in Decedent's taxable estate and has paid all inheritance -taxes owed to the
Commonwealth. (See attached exhibits "B" and "C.")
7. All funeral and burial expenses have been paid in full, and all debts of the decedent fully
satisfied. -
WHEREFORE, Petitioner prays the Court award the Estate of James M. Riddlesberger,
deceased, in equal shares to the decedent's three children, pursuant to his will, and issue an
ap,~ropriate Order to enable petitioner to collect and distribute funds on deposit at M&T Bank.
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~~ ' Respectfully Submitted,
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Flower law, LLC
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w ~ Thomas E: Flower.
# 83993
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Flower Law, LLC
10 W: High St.
Carlisle, PA 17013
717-243-5513
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In Re: Estate of James M. Riddlesberger, In the Court of Common Pleas of
deceased Cumberland County, Pennsylvania
Orphans' Court Division
late of the Borough of Carlisle No. OC 2012-00239
SCHEDULE OF, DISTRIBUTION
Assetsl TotalsZ Scot Susan Lisa
Cash $14,208.45: $3,859.48. $6,584.48 $3,764.49
Stamps $775.00: 775.00
Guns 7 359.4$: 3 500.00 3 595.00
Totals: $22,078.45: $7,359.48 $7,359.48 $7,359.49
1 Guns and stamps are shown as in-kind distributions at appraised slues.
z All taxes and expenses have been or will be paid from the James M. I2iddlesberger Trust.
f 1
In Re: Estate of James M;. Riddlesberger, In the Court of Common Pleas of
deceased Cumberland County, Pennsylvania
Orphans' Court Division
late of the Borough of Carlisle No: OC 2012-00239
VERIFICATION
I, William Scot Riddlesberger, hereby verify that the statements made in the foregoing.
Petition are true and correct, to the best of my knowledge, information and belief. 1 understand
that false statements herein are made Subject to the penalties of 18 Pa. GS.A. § 4904, relating to
unsworn falsification to authorities.
3 112_.
DATED: _ By: . .
William Scot Riddlesberger
c
In Re: Estate of James M. Riddlesberger, In the Court of Common Pleas of
deceased Cumberland County, Pennsylvania
Orphans' Court Division
late of the Borough of Carlisle No. OC 2012-00239
Consent and Joinder
We, the undersigned SUSAN MAY PRICE and LISA ANN WALCK, being two of the three
intestate heirs of James M. Riddlesberger, hereby consent the foregoing petition of our brother,
William Scot Riddlesberger, and jpin in the prayer for relief therein stated.
Dated: , 2012
Dated: 1 v \ C~.~ , ~ ~ , 2012
SUSAN MAY PRICE
,r---1
A ANN WALCK
In Re: Estate of James M. Riddlesberger, In the Court of Common Pleas of
deceased Cumberland County, Pennsylvania
Orphans' Court Division
late of the Borough of Carlisle No. OC 2012-00239
ant and Joinder
We, the undersigned SUSAN MAY PRICE and LISA ANN WALCK, being two of the three
intestate heirs of James M. Riddlesberger, hereby consent the foregoing petition of our brother,
William Scot Riddlesberger, and join in the prayer for relief therein stated.
Dated• 3~3~ , 2012
MA PRICE
Dated: , 2012
USA ANN WALCK
LAST WILL AND TESTAMENT
OF
JAMES M. RIDDLESBERGER
I, JAMES M. RIDDLESBERGER, of 501 South West Street, Apartment B,
Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and deciai a this as and for my Last Will and
Testament, hereby revoking and making void any and all former Wills, Codicils, or
writings in the nature thereof; by me at any time heretofore made.
FIRST: I hereby order and direct my Executrix or Executor, hereinafter
named, to pay all my just debts, funeral expenses, testamentary expenses and all
Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently
done after my death, out of my residuary estate.
SECOND: I give any automobile which I own at my death to my
stepdaughter, LAURIE J. SHEAFFER.
THIRD: I give, devise and bequeath all the rest, residue and
remainder of my estate to my three children, W. SCOT RIDDLESBERGER, of Derwood,
Maryland, LISA A. BRIDGE, of Boiling Springs, Pennsylvania, and SUSAN M. PRICE, of
Carlisle, Pennsylvania, in equal shares, per stirpes.
LASTLY: I nominate, constitute and appoint my son, W. SCOT
RIDDLESBERGER, to be the Executor of this my Last Will and Testament. In the event
that the said W. SCOT RIDDLESBERGER shall be unable to serve as Executor for any
reason, I appoint my daughter, LISA A. BRIDGE, as Executrix. In the event that the said
LISA A. BRIDGE shall be unable to serve as Executrix for any reason, I appoint my
daughter, SUSAN M. PRICE, as Executrix. No Executor or Executrix shall be required to
file bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
7'~h day of , 2009.
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
2
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, JAMES M. RIDDLESBERGER, 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; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Sworn or affirmed to and ac nowledged before me, by AMES M.
RIDDLESBERGER, the Testator, this ~ ~ day of ,
2009.
3
~~.,~NpA1pY ptIBLIC
MY COMMISSION EXPIRES JUNE 8 ~OP10
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
We ~ and ~ ,
the witnes s whose names are signe t the attached r oregoing instrument, being
duly quali d according to law, do depose and say that we were present and saw
Testator sign and execute the instrument as his Last Will; that he 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 signed the Will as witnesses; and that to the
best of our knowledge the Testator was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by
and this ~"~'1 day
of 2009.
1
Witn
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4
YERLENE ~ ~TMIA~NOTARY PUBLIC
CARUSU~CUMBER t~UNTIt; PA
MY COMMI SION EXPIRE8 JUNE 8 2010
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG, PA 17t28-0801
RECEIVED FROM:
RIDDL~SBERGER W SCOT
7116 FtC3SYLN AVE
DERWOOD, MD 20855
roW
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: _
FILE NUMBER: 2112-0239
DECEDENT NAME: RIDDLESBERGER JAMES M
DATE QF PAYMENT: . 02/22/2012
POSTMARK DATE: 02/22/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 11 /24/2011
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1182 EX111-98)
NO. CD .015614
AMOUNT
101 ~ 51,752.16
TOTAL AMOUNT PAID:
REMARKS: RECEIPT_TO ATTY FLOWER
.CHECK#1934
INITIALS:. DMB
sEAL RECEIVED BY:
51,752.16
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
TAXPAYER
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1505610105
REV-1500~co=-ts'cFn ~
PA Department Of Revenue ~~ OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Nlr-~er
PO BOx z8o6oi INHERITANCE TAX RETURN ~ ~ ~ n (` )~l ~ O
Social Security Number Date of Death
__
11/24/2011
Deoedertt's last Name
RIDDLESBERGER
(If Appilgble) Enter Surviving Spouse's Infonnafion Below
Spouse's Last Name
Spouse's Sadal Security Number
FlLL IN APPROPRIATE OVALS BELOW
OD 1.Original Retum
O 4. Limited Estate
(>~ 6. Decedent Died Testate
' (Attach Copy of Will)
Suffix Spouse's First Name
THIS RETURN MUST BE FlLED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
O 2. Supplemental Retum O 3. Remainder Retum (Dateof Death-
Priorto 12-13-82)
O 4a. Future Interest;Compnomise (date. of O 5. Federal Estate Tax Retum<Regaired
death after 12-12-82)
OD 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of rtrust.)
O 1.0. Spousal Poverty Eredit (Date of Death O 11. Election to Tax under Sec. 91 t 3(A)
,Between 12-3:1-9Y and 1-1-95) (Attach Schedule O) -,
Q '9. Litigation Proceeds Received
`..'CORRESPONDENT- THISSECT
Name'
THOMAS E. FLOWER
First Line of Address
FLOWER LAW, LLC
Second Lure of Address
10 W. HIGH ST
~ or Post Office
CARLISLE
MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL 7AX INFORMATION SHOOLA BE DIREIrTED T0:
Daytime Telephone; Number
(717) 243-5513. , ~;,
_ ,~,
REGISTER OF SE ONL ~ i-TT M1
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DAT~ try ~ -
State ZIP Code
PA ;17013
Cornspondent s email address: Tom~Flower-Law.com
under penaltles of perjrry, I dedara that I have examined this return, Including aYln9 sciredrxss and , and to.the best of my larowledge and heN~,
it ~ true, correct and aompbte. Dederetion of preparer other then the personal rapreser~tive is based on alt inforrrreHon of wh~h preparer has aryr krrowlerlgs.
S TU RE I FOR Fl DATE
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ADDRESS
W. SCOT RIDDLESBERGER, 7116 JOSLYN AVE, DERWOOD, MD 20855
S ru of O THAN REPRESENTATIVE Z LZTE / ~_
ADDRESS ~
FLOWER LAW, LLC, 10 W. HIGH ST., CARLISLE, PA 17013
PLEASE UsE ORIGINAL FORM ONLY
Side 1
L 1505610105 .1505610105 J
MMDDYYYY Date of Birth '-101101DdYYYY
06/15/1938
Suffix Decedents First Name MI
JAMES M
1505610205
REV-1500 EX (FI) Decedent's Social Security Number
_ _ .. _. .
Decedents Name: JAMES M. RIDDLESBERGER
RECAPITULATION
_.
1. Real Estate (Schedule A) ............................................. 1. ! 0.00
2. Stocks and Bonds (Schedule B) ....................................... 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00
4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 22,078.45
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 0.00
7. Inter-Vvos Transfers 8 Miscellaneous Non-Probate Property
O -- _.., .. .................:.. ..... M
34
982 25
Separate Billing Requested........
(Schedule G) 7. ,
8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 57,060 TO
'.9. Funeral Expenses and Administrative Costs (Schedule H) . ~ .. , ... , .. ... 9. 16,074.47 '
t01. Debts of Decedent, Mortgage liabilities and Liens (Schedule I) :....:......... 10.
- . 11_ Totai.Deductions (total Lines 9 and 10) .. ; ; . _..:..... .:: 11. 16,074.47
12, Net Value:of Estate (Line 8 minus line 11) :...:.......... : ............. : .12. ; ~ 40,986.23
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
` an election to tax. has not been made (Schedule J) :.......::.....:.., ..:. , t3. ~, , 0.00 ~.
14. Net Value Subject to Tax (Line 12 minus line 13) ........ . . .:....: .. : . .:.. 14. , ~,. ~ 40,986.23
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
.
15. Amount of line 14 taxable'
at the spousal tax rate, or
transfers under Sec. 9116 ; '
16. Amount of Line 14 taxable . ........ ........~ ....... ..:. . _...... __.~._._ _..
at lineal rate X .0 45 40,986.23
1 g. ~ ...,_..... ...~....__...__..... ,. .... _,_~~
1,844 38
17. _.~~...._ .. .:_F._ . _ ...____ ..~..._~.._ _ .~_....._...._
Amount of Line 14 taxable _. ~ _. ....._. __ .._.:__. ..~.~_.._..._._~._~...__.~_,
at sibling rate X .12 17. ,
18. Amount of Line 14 taxable
at collateral rate X .15 18,
19. TAX DUE ..............:........ ........................ 19. 1,844.$8 ;
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYM ENT O
Side 2
1505610205 1505610205 J
AEV--1500 EX (Fl) Page 3
Decedent's Complete Address:
File Number
Tax Payments and Credits:
1. Tax Due (Page 2, line 19)
2. CreditslPayments
A. Prior Payments ---......_..-_._ .......................
B. Discount
(1)
1,844.38
Total Credits (A + B) (2)
3. Interest
(3}
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
...1,844.38
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"'lIV THE APPROPRIATE BLOCKS
1. =Did decedent make a transfer and: Yes No , ,
a;=retain the use or income of the property transferred . :..;::.. ::...:..:..............:... ::,..::, . , ,.;,.. ~~^ ;' ~ _
' b.: retain the right to designate who shall use the property transferred or its income ^
„; ..
c.:retain a reversionary interest .... ...:................................. ......... .....:,., .. . „ :::., ......:.; ....:.... ^ ~ . .
d. receive the promise for life of either payments, benefits or care? ........ ......... .....:.., . ...:::. ,..;, ^ - :_ '
2. If death occurred after Dec. 12, 19132, did decedent transfer property within one yeacof death ~ - ~ - • - -
,. . ~: ,
without receiving adequate consideration? ...................................................:.... , .....,:. ......:,... ......:. ^ ~ .
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ....;;, ~ , ^; ,
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................. ^ .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FI4E 1T AS:PART OF THE RETURN.
:,
For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or forthe use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[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 Juty 1,2000:
The tax rate imposed on the net value of transfers from a deceased child 21 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 percent [72 P.S. §9116(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 percent, except as noted in [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-15~ EX+ (11-io)
'~ Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RENRN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
--_
ESTATE OF: FILE NUMBER:
JAMES N . RIDDLESBERGER 21-
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
. _. _ __
1, ` MB~T BANK SAVINGS ACCT N0.15004198250141 7,251.72
2, M&T BANK CHECKING ACCT N0.1228005 6,956.73
3. ;STAMP COLLECTION, PER APPRAISAL 775.00
4, FIREARMS, PER APPRAISAL 7,095.00
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APPRAISAL FOR
ESTATE OF
JINI RIDDLESBERGI
ATTENTION: Thomas Flower, Esq.
10 W. High Street
Carlisle, PA 17013
STAMP COLLECTION
Stamp albums, Mail Order Packets, Booklets, Loose Stamps, Supplies, Misc. Stamp Items, Etc.
ESTIMATED CURRENT MARKET VALUE: $_775.00
APPRAISAL FEE: $75.00 .. , ..
PAYABLE TO: PAUL M. BOUDER
BOUDER'S ANTIQUES & COLLECTIBLES
2254 Ritner Highway
Carlisle, PA 17015
(717)243-9096.:
(717;),.422-$995c ~.
~~ ~-~.~
Paui M. Boca/ex
~° 1~~
Date
Please have someone from the estate call me to arrange a pick up time for the stamp
collection. Thanks
~~ M&T Bank
:ACCOUNT-1i0.. ACCOUNT :TYPE
15004198250141 MiT PERSONAL SAVINGS
00 0 04319M NM 017
JAMES M RIDDLESBERGER
7116 ROSLYN AVE
DERWOOD MD 20855
20080
INTEREST EARNED FOR STATEMENT PERIOD 0.32
INTEREST PAID YEAR t0 DATE 1.58 ,
errn~iAlr CIIMMADV
STAT:ENENT PERIOD PAGE
SEP.02-DEC.01,2011 1 OF 1
HIGH STREET-CARLISLE
BA 1tNCE s a
OTHER ADDITIONS _w KACS a o
`: TRACTIONS _. u NT .:
.INTEREST 'PAID
BALANCE :, ;:
N0. AMOUNT N0. AMOUNT
5,403.% 2 1,847.55 0 - 0.00 0.33 7,251.84
errnu-~r erTtvrTV
T
DATE
TRANSACTION DESCRIPTION- DEPOSITS, E EST
8 OTHER ADDITIONS N/DRAiIAL a-0 NE
SUBTRACTIgNS :DAILY
BALANCE
09-02-11 BEGINNING BALANCE -15,403.96
09-19-11 DEPOSIT 907.21 `6y311.17
10-01-11 INTEREST PAYMENT +:.0.09 631I.26
10-I4-1 DEPOSIT 940.34 7,251.60
11-01-11 'INTEREST PAYMENT .0..12 '_,7s251.72
12-01-1 INTEREST PAYMENT 0.12 ':7,251.84
"EIODb/6 BALANCE ; ' B~ 251.84
ANNUAL PERCENTAGE YIELD EARNED = 0.01
DID YOU KNON THAT FOR ONLY 12.99/MONTH, YOU CAN VIEM YOUR CREDIT SCORE".ANYTIME
YOU L06 ON TO YOUR SECURE PERSONAL NiT MEB BANKING ACCOUNT? SEE YOUR•UPDATED
SCORE, NOTE IF ZT CHANGED AND READ THE TOP TMO REASONS BEHIND YOUR SCORE. GUST
LOG ON TO YOUR MEB BANKING ACCOUNT AND 60 TO THE "CUSTOMER SERVICE° TAB TO
ENROLL IN CREDIT SCORE TODAY! MEMBER FDIC.
17332
JAMES M RIDDLESBER6ER
WILLIAM S RIDDLESBER~ER POA
7116 ROSLYN AVE
DERWOOD MD 20855
INTEREST EARNED FOR STATEMENT PERIOD 0.00 STONEHEDGE
wnnn~~-~T c~~YYADV
B 6
BALANCE EPOS S 8
OTME ADDITIONS _
CHECKS PAID 0 H R
SUBTRACTIONS CURREN
INTEREST PD
BALANCE
NO. AMOUNT N0. AMOUNT NO.~ ~ AMOUNT
7,664.10 2,904.36 3 2,240.66 1,.513.20 0.00 6,824.60
~n.~\.T wf+TTIfTTV
POS.IF16
OAT /'1V Vv V.. . ~
TR NSACTION DE CRIP7ION ~ e ~ . -
DEPOSITS,IHTE EST
& OTHER ADDITIONS
-.CHECKS & OTHER
SUBTRACT ONS
DA LY
- AL E
11-04-11 BEGINNING 'BALANCE S7,664.10-
11-08-11 CHECK NUMBER 2436' ' ; 79.50 7,584.60
11-15-11 CHECK NUMBER 2437 2,152.00
11-15-11 CHECK NUMBER 2438 9.16 5,423.44.
11-16-11 US TREASURY 303' XXSOC SEC 583.00
11-16-11 V2 NIRELESS ARC' ARC 000000000002439 ~ 38.77 5,967:67
11-18-11 DEPOSIT 988.96; 6,956.63
11-28-11 CSBTXT FIN'L-VAC CHART800-685-8736 142.03 5,814.60
12-01-11 _.
U$.-TREAS)JRY 312_XXCIV;SERV ,;
;,
1-332.40
..
8,147. d0.
12-02-11 REVERSE DIRECT DEPOSIT 1,332.40 ~ b,814.b0
`.16,814.60
ENDING BALANCE
2436 1108-11 79.50 2437. 11-15-11 2,152.00 2438 11-15,-11..
IT'S THE SEASON TO GIVE. AND KITH MiT, IT•S THE SEASON TO SAVE, T00.
ENJDY HOLIDAY DISCOUNTS AT MAJOR RETAILERS NHEN YOU USE YOUR NiT CHECK CARD OR
MiT CREDIT CARD IN STORES, ON THE NEB AND OVER THE PHONE. FOR FULL DETAILS AND
TO START SAVING, PICK UP A COUPON BOOK AT YOUR LOCAL MiT BANK BRANCH, OR VISIT
MTB.COM/SHOPPING.
FOR CUSTOMER SERVICE QUESTIONS, PLEASE CALL 1-800-724-2440.
9.16.
L008A IB~ro7}
REV-1510 EX+ (08-49)
- ~~' Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT'
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
JAMES M. RIDDLESBERGER 21-
This schedule must be rnmpleted and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH 9b OF DECD'S IXCLUSION TAXABLE
TND.UDE ne tore aF IFe InArsTSiff, ttmtt Tl9ATI0lbHIP TO DECEOBPT Aem
NUMBER 71e0AlE0FTRAnSFBt. ATrAQIAWPY0F7TiED®fORREALESIA7E VALUE OF ASSET INTEREST >F VALUE
_..
_. _.
1. :2,187.758 SHARES VAN KAMPEN PA TAX FREE INCOME FUND A @15.99
HELD BY THE JAMES M. RIDDLESBERGER TRUST, MAY K.
RIDDLESBERGER, SETTLOR. SEE ATTACHED TRUST AGREEMENT 34,982.25' 100 34,982.25
DATED JUNE 20,.1991, AS AMENDED DECEMBERN30,1998.
TOTAL (Also enter on Line 7, Recapitulation) $ 34,982.25
If more space is needed, use additional sheets of paper of the same size.
° - VKMPX Historical Prices ~ INVESCO VAN KAMPEN PENNSYLVANIA Stock - Yaho... Page 1 of 2
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Mon, Jan 9, 2012, 2:13pm EST -:US-Markets close in 1 hr and 47 mina ;
' Dow ~l0.;24% Nasdaq ?0.24%
Invesco Van Kampen PA Tax Free Inc A (VKMPX) OrJans: ~6.z6 to.oaro•+aX)
,~ t.eeerch~
r-----._.......___......._._.
':Historical Prices o.e Nlstorleat P~ tor.: ' ~;~~? ~
__
:Set Date Range AdChaces
..-,..... ------., Daily
tttart Dots:: Nov 20 --- , 2011 ; Eg. Jan 1, 2010 ~ yy~Wy
End Dsb: ,Nov 302011 Monthly
'~'' Dividends Only
~ Get Ptie~s.f
First ~ Previous ~ Next ~ Last
Prices --- -- -_.,. _. _._..._. -..._.~._._. _._..,.
Date Open High Low Close Volume Adj Close'
Nov 30, 2011 15.96 15.96 15.96 15.96 0 15.96
Nov 30, 2011 0.056 Dividend
http://finance.vahoo.coin/a/hn?s=VKMPX&a=10~h=2ct~~=~n> > ~~_~ n~.P=~n~f=~n~ ~ ~~ ~ ~Q~~n~ ~
_ VKMPX Historical Prices ~ INVESCO VAN KAMPEN PENNSYLVANIA Stock - Yaho... Page 2 of 2
Nov 29, 2011 15.97
Nov 28, 2011 15.97
Nov 25, 2011 15.99
Nov 23, 2011 15.99
Nov 22, 2011 15.98
Ntrv 21, 2011 15.89
Nov 18, 2011 15.98
~4Download to Spreadsheet
Currency in USD.
15.97 15.97 15.97
15.97 15.97 15.97
15.99 15.99 15.99
15.99 15.99 15.99
15.99 15.99 15.99
15.99 15.99 15.99
15.98 15.98 15.98
' Gore price adjusted for dNidenda and splits.
0 15.91
0 15.91
0 15.93
0 15.93
0 15.93
0 15.93
0 15.92
First ~ Previous ~ Next ~ last
~s. .______- --.~~._~ __......,
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~.~1]~C15hdiLC~lilg W11~~51TYlpO~I'L~ilt.°
Flower Hill Way Office
If you have any questions, please
call our Telephone Banking Center
at 1-800-724-2440
Today's Date: Business Date:
12/27/2011 12/27/2011
Time: 11:59 AM
Checking Deposit $35,365.57
****4198
Total .Balance: $54,794.67
Available Balance: $19,429.10
3006 /05 159
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Certificate Number/Numero de-4certificada:
23092 003115 107561
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.. .: WIN-CASH! `.
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let us know how we're doing..
Usit vvvvvvmandtbanksurvev tom
or tali 1-800-670-7494
This invitation expires 7 days from
date of receipt. No purchase or transaction
required to enter.
iGANE DINERO EN EFECTIVO!
Tome une breve encuesta y dejenos saber
Como le estamos sirviendo.
~/isite o (lame
al 1-800-670-7494. Este invitacibn se vence
7 dies despu4s de la fecha mostrada en el
recibo. Ninguna compre M transaccibn es
necesaria pare paficipar.
REV-1511 EX+ (10-09)
r Pennsylvania
DEPARTMENT OF REVENUE
INHERCIANCE TAX RETURN
RESIDENr DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
--__
ESTATE OF FILE NUMBER
JAMES M. RIDDLESBERGER 21-
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I' HOFFMAN-ROTH FUNERAL HOME, TRADITIONAL FUNERAL PACKAGE 4,650.00
2. CASKET AND OUTER CONTAINER 5,165.00
3. CUMBERLAND VALLEY MEMORIAL GARDENS, BURIAL SPACE AND INTERMENT 1,720.00 -.
4. DEATH CERTIFICATES, OBITUARIES, HONORARIA 1,351.47
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) _ _ _
:Street Address
City ___ - -- _ State ZIP _ _
Year(s) Commission Paid: _ __
2,500.00
L Attorney Fees:
3. Fatuity Exemption: (If decedent's address is not the same as daimant's, attach explanation,}
Claimant
Street Address
City ...__... _... _ __ State __ ZIP . ...... _._ _: .
Relationship of Claimant to Decedent
4. Probate Fees:
5. Accountant Fees:
6. Tax Return Preparer Fees:
7• :STORAGE UNIT RENTAL, PERSONAL PROPERTY; 4 MONTHS @ 79.50 PER MONTH 318.00
B.' BOUDER'S ANTIQUES & COLLECTIBLES, APPRAISAL OF PERSONAL PROPERTY 75.00
9.' :APPRAISAL OF FIREARMS 295.00
TOTAL (Also enter on Line 9, Recapitulation) ~' 16,074.47
If more space is needed, use additional sheets of paper of the same size.
•
• ~,
FUNERAL HOME ~ CREMATORY, INC.
W. Scott Riddlesberger
7116. Roslyn Avenue
Derwood , MD 20855
219 North Hanover Street
Carrisle, Pennsylvania 17013
717.243.4511
toll free 1.866.451.4511
fax 717.243.3723
wwwhofirria~roth.oom
info(~hoftrrXrrolh.com
December 14, 2011
Statement of Funeral Expenses for: James M. Riddlesberger
-Date-of Death: November 24, 2011 Account Id:-16391-251
PACKAGE:
Traditional Funeral Service
TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,650.00 ~ .
Sub Total: $ 4,650.00
MERCHANDISE:
Casket: Ratlin $ 3,545.00
Outer Container. Monticello $ 1,620.00
Sub Total: $ 5,165.00
TOTAL FUNERAL HOaIAE CHARGES: ': . > ::: $ . 9,815.00
CASH ADVANCES:
Cumberland Valley Memorial Gardens .:~ ;. ~ $ 1,720:00. ~-: :>
10 Certified Death Certi#icates at $`6:00 each , : ~ ~ ~ :$; 60.00 ~~ :
~~
`
Newspaper Notice -Sentinel. ~ $ 334:00
Newspaper Notice -Patriot ~ ~ ;. ;.. , $ 5.98.47
.Clergy :: ,, .. $ 100.00
...Flowers ~ :. $ 159.00
Organist - $ 100.00
Sub Total: $ 3;071.47
Total Funeral Expense: $ 13,886.47 ~ :,
Total Payments Made: $ 11,797:02 •
Payments Made:
All~anz Check 528593 ,Dec 13; 2011 11,797.02 •
Balance: S 1,088.45
Please return this portion with your Remittance.
$ - :Amount Enclosed
Ja~es`M: Riddlesberger
Service ID#: 16391-251.-
SERVING OUR COMMUNITY SINCE 1 90.7
• s
REV-1513 EX+ (OL-10)
' r~~1rT Pennsylvania
DEPARTMENT OF REVENUE
1rmeR[rANCE rax REruRN
RFS1oENr oECEOEnm
SCHEDULE ~
BENEFICIARIES
ESTATE OI
JAMES
NUMBER
I
1.
2.
3.
1A. RIDDLESBERGER
NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY
TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
LISA ANN WALCK, PO BOX 352, BOILING SPRINGS, PA 17007
SUSAN MAY PRICE, 193&A FRY LOOP AVE, CARLISLE, PA 17013
WILLIAM SCOT RIDDLESBERGER, 7116 ROSLYN AV, DERWOOD, MD
Do Not List
FILE NUMBER:
21-
AMOUNT OR SHARE
OF ESTATE
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~
If more space is needed, use additional sheets of paper of the same size.
AMENDMENT TO DECLARATION OF TRUST 4 i~l~c~ ' '~ '~
~~ DATED JUNE 20, 1991
.:
a WHEREAS, I, MAY K. RIDDLESBERGER, of Carlisle, Cumberland
County, Pennsylvania did on the 20"' of June, 1991 declare that I held certain
assets in trust for the use and benefit of my son, JAMES RIDDLESBERGER,
upon the terms and conditions and purposes therein stated, and
WHEREAS, I have invested and reinvested the assets of the trust so that
as of this date, all assets of the trust are held in Van Kampen Memtt,
Pennsylvania tax free income fund under tax identification no. 25-6371857; and
<< WHEREAS, I no longer desire to act as trustee of the trust assets.
~, I nominate and appoint my grandson, WILLIAM
NOW THEREFORE,
': SCOT RIDDLESBERGER of 10,550 Apple Ridge Road, Gaithersburg, Maryland
I 20879 to act as trustee of the trust dated June 20, 1991 in my place instead.
Should William Scot Riddlesberger be unable. to act as such trustee far... .
any reason,. l appoint the Financial Trust Services Company,. a member of the
Keystone Bank of Pennsylvania, to act as trustee. in his place and stead.
I ratify and confirm all of the provisions of that. Declaration of Trust of;June-
20, 1991 in all other respects. ~ ..:::
IN WITNESS WHEREOF, I have hereunto set my.hand this 30~' day of
December, 1998. ._
~ t'{~~ ~ ,
V~litness
1
h~AyY ~C. RIDD~ES~E'~~~:=R
DECLARATION OF TRUST
I, MAY IL RIDDLESBERGER, of Carlisle, Cumberland County, Pennsylvania, do hereb
declare that. I have placed and hold in Trust, as TRUSTEE, certain assets consisting of a Certificat
of Deposit at Farmers Trust Company, in the principal amount of Ten Thousand ($10,000.00) Dollar:
presently in the joint names of MAY K. RIDDLESBERGER and JAMES RIDDLESBERGER, for the
benefit of my son, JAMES RIDDLESBERGER, and upon the following terms, conditions and purpose
1. The income from the Trust shall be paid to JAMES RIDDLESBERGER for and Burin;
his lifetime.
2. Upon his death, the Trust shall terminate and the then remaining principal. shall bf
divided equally among his children, WILLIAM SCOTT RIDDLESBERGER, LISA RIDDLCSBERGEi
BRIbGE, and SUSAN MAY RIDDLESBERGER, or their issue.
3. 'Should JAMES RIDDLESBERGER become incapacitated for:: any reason; the incom€
may be paid to others for his benefit, by the TRUSTEE.
4. I`appoint as SUCCESSOR TRUSTEE, THE FARMERS TRUSS' CE3MPANY°~fCarlisle
Pennsylvania, shquld I, die during the lifetime of,JAMES RIDDL~SI3ERGER:;
5. Additions may be made to this Trust: by any person,., by Will or otherwise.
6. .Payments of income shall be made to JAMES RIDDLESBERGER at convenient times,,
but no less than quarterly.
7. This Trust is irrevocable.
IN WITNESS WHEREOF, I have hereby caused this Declaration. of.Trust to be executed this
~b ~ day of ~-.~.. , 1991.
` ,'" ~ ' ~ L
.11~~ ~ (SEA )
~ ay K. Riddlesberg
LAST WILL AND TESTAMENT
OF
JAMES M. RIDDLESBERGER
1, JAMES M. RIDDLESBERGER, of 501 South West Street, Apartment B,
Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and. declare this as and for my Last .Will and
Testament, hereby revoking and making void any and all former Wills,. Codicils, or
writings in the nature thereof, by me at any time heretofore made.
- FIRST: I hereby order and direct my Executrix or .Executor; hereinafter
named, to pay all my just debts, funeral :expenses, testamentary expenses .and all.: ;
Inheritance; Estate, Transfer: and Succession Taxes; as soon as~ ~ma be convenient)
... Y Y ~ ~ ,
done after my death, out of my residuary estate: ~ ..
'' SECOND: I give any automobile :which ~f ~"owra: ate my death to ~:~my .~ : ~ - ~ -`
stepdaughter, LAURIE J. SHEAFFER. ,
THIRD: I give, devise and bequeath. all the rest, residue and
remainder of my estate to my three children, W. SCOT RIDDLESBERGER, of Derwood,
Maryland, LISA A. BRIDGE, of Boiling Springs, Pennsylvania, and SUSAN M. PRICE, of
Carlisle, Pennsylvania, in equal shares, per stirpes.
LASTLY: I nominate, constitute and appoint my son, W. SCOT
RIDDLESBERGER, to be the Executor of this my Last Will and Testament. In the event
that the said W. SCOT RIDDLESBERGER shall be unable to serve as Executor for any
•
reason, I appoint my daughter, LISA A. BRIDGE, as Executrix. In the event that the said
LISA A. BRIDGE shall be unable to serve as Executrix for any reason, I appoint my
daughter, SUSAN M. PRICE, as Executrix. No Executor or Executrix shall be required to
file bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~~ day of , 2009.
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
2
~ •
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, JAMES M. RIDDLESBERGER, 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; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Swom or affirmed to and ac nowledged before me, by AMES M.
RIDDLESBERGER, the Testator, this ~ day of ,
2009.
', r~
James
.~......
ME~I.E~E J. IgTAR1At. ~NrnAR1r PUBLIC
MY COM ~10
3
7
s
•
~MMONWEALTH OF PENNSYLVANIA ss
AUNTY OF CUMBERLAND
and ~ '
We
~e witnes whose names are signe t the attached at \°e we're presentean~d saw
my quay according to law, do depose and say
estator sign and execute the instrument as his Last W olses therein expressed! tha each
e executed it as his free .and voluntary act for the purp
f us in the hearing and sight of the Testator signed the orl more't ears of aget of sound
pest of our knowledge the Testator was at that time 18 Y
Hind and under no constraint or undue influence.
Swom or affirmed to and subscribed to before me by
this ~~ -day
end
2009.
~f
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Witness
4
~ I~gtA[RIAL SEALNQTARY PINIlC
CA~LELSCI0~1~~ ~E ~~ll~ 8~~ 0
MY CO Nn~
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