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HomeMy WebLinkAbout03-1054 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR PROBATE and GRANT OF LETTERS Estate of DOMINIC J. PAPSODORA, File No.c~/-~)~- a/k/a: N/A, Deceased. Soc. Sec. No.: 022-05-0163 ANGELA G. BELL, of 19 Bridgeport Drive, Mechanicsburg, PA 17057, Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE "A" OR "B" BELOW:) [ X ] A. Probate and Grant of Letters Testamentary and aver that Petitioner is the Executor named in the last Will of the Decedent, dated September 11, 1996, and Codicil(s) dated N/A. State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: [ ] B. Grant of Letters of Administration: (d.b.n.c.t.a.; pendente lite; durante absentia; durante minortate) Petitioner(s) after proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: NAME RELATIONSHIP ADDRESS Angela G. Bell Daughter 19 Bridgeport Dr., Mechanicsburg, PA 17057 (COMPLETE IN ALL CASES:) Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his last family or principal residence at: 19 Bridgeport Dr., Mechanicsburg, PA 17057 - Silver Spring Township. Decedent, then 89 years of age died Dec. 11,2003, at Holy Spirit Hospital, East Pennsboro Township, Cumberland County, PA. Decedent at death owned property with estimated values as follows: (IF Domiciled in PA) ................. All personal property ................................................................................................... $ 200,000.00 (IF Not Domiciled in PA) ............ Personal property in PA .............................................................................................. $ .00 (IF Not Domiciled in PA) ...........Personal property in County ........................................................................................ $ .00 Value of real estate in PA ............................................................................................................................................. $ .00 situated as follows: NONE. TOTAL ........... $ 200,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Si~lnature Printed Name & Address I Bridgeport Dr., Mechanicsburg, PA 17057 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. SWORN to or AFFIRMED and SUBSCRIBED before me on December Z2~ 2003. For the Register DECREE OF REGISTER Estate of DOMINIC J. PAPSODORA File No.: a,~/-~,/~-',¢,~¢' a/k/a: N/A, Deceased. Social Sec. No.: 022-05-0163 Date of Death: Dec. 11, 2003 AND NOW, this 22nd day of December, 2003, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me; IT IS DECREED that Letters [ X ] Testamentary [ ] Of Administration (c.ta, d.b.n.c.t.a; pendente lite; durante absentia; durante minortate) are hereby granted to ANGELA G. BELL in the above estate and that the instrument dated September 11, _d..~i,~escribed in t,.he, .Petition be 9.,dmitted to probate and filed of record as the last Will of Decedent. Register of Wi~ ~,/(~ ,,,/~.~ Ricci & Taneff Paul Taneff, Esq. FEES Sup. Ct. No. 63777 4219 Derry Street Letters ............... $ (~L~--'. ~O~::) Harrisburg, PA 17111 Short Certificate (s) . . $ /~'~.~dP (717) 564-5833 Renunciation .......... $ Affidavits ........... $ Extra Pages .......... $ d~Z~ Codicil ............... $ JCP Fee ............... $ /~).~ Inventory ............. $ Other ................. $ TOTAL ................. $ ~~_~ DATE FILED: December 22, 2003 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. ~ . Fee for this certificate, $2.00 ~ ///~~~~ ~~ - -L~d/Registra~ ' / P 9 8 5 3 3 8 3 ~~~ / 2- - / 5--C5 No. ~ D~te mos.;*.lR,., 2tS7 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS ;~.,~,.,., CERTIFICATE OF DEATH tN ~c~w ,. DOMINIC J. PAPSODORA J, Male 1,02 ....... }-~' -- --- · [,. z -- up -- Olb3 '.l. t I : I ~ I,. ~ ~'*=~ M ' I~ I~ ~ ~ .~., . u~r~d I mt ~ro ~_~OLV ~l~l~ ~n~nlTR/ I~~ff~. I~' 19 Bri~e~rt Dr. ~ ,~, PA ~ ,~,w~. Silver Spring ,~ ~c~ic~urg, PA 17050 ~ m ~cesco PaSta ~ ~ela~ G. ~%% I~ 19 Bri~e~ Dr., Mech~icsb~9, PA 17050 ~ ~ ~3 [:,~oly Cr~s C~te~ [.,. ~rrisb~g. PA 17ili o ?- o~ LAST WILL AND TESTAMENT OF DOMINIC J. PAPSODORA KNOW ALL MEN BYTHESE PRESENTS, that I, DOMINIC J. PAPSODORA, presently residing at 451 Bonnymead Avenue, Swatara Township, Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, declare and publish this to be my Last Will and Testament, hereby revoking any and all wills and codicils heretofore made by me. My deceased spouse, SYLVIA A. PAPSODORA, died on August 2, 1996, and at the time of execution of this document I have one (1) child: ANGELAG. BELL("ANGELA"), currently residing in Wescoville, PA. FIRST:FuneralArrangements. I direct that my funeral be conducted in a manner corresponding with my estate and situation in life. And that I be buried in my family plot in Holy Cross Cemetery, Harrisburg, PA. SECOND:Debtsand FuneralExpenses. I direct that all my just debts, expenses of my last illness, and funeral expenses shall be paid by my Executor hereinafter named, from my estate as soon after my death as practicable. Initials 1~, Page -1- THIRD:Residua~ E~e. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed and of whatever nature and wherever situated, including lapsed legacies, and any property over which I may have power of appointment, to my daughter, ANGELA. FOURTH:Prote~ive Provision. No interest in income or principal shall be assignable or be available to anyone having a claim against any beneficiary before actual payment to the beneficiary. FIFTH:DeathTaxes. Ail federal, state and other death taxes payabl~ on the property forming my gross estate for tax purposes, whether or not it passes under this will shall be paid out of the principal of my residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. SIXTH:ManagementProvisions. I authorize my Executor to do the following: A. To compromise claims and to abandon any property which is of little or no value; B. To sell at public or private sale, to exchange or lease for any period of time, any real or personal property, and to give options for sales or leases; C. To use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments ~etween income and principal for any resulting effect on income or estate taxes; D. To borrow from, and to sell property or to others, and to pledge property as security for repayment of any funds borrowed; Initials ~/~' Page -2- E. To distribute in kind and to allocate s~ecific assets among the beneficiaries in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation; These authorities shall be in addition to those granted by law and shall be exercisable without leave of court. SEVENTH:Executor. I nominate and appoint my daughter, Angela G. Bell, of 5895 Shepard Hills Avenue, Wescoville, PA, to be the Executor of this Will; and, I direct as Executor she not be required to furnish any surety or sureties or bond for the faithful performance of her duties in any jurisdiction. EIGHTH: I intentionally make no other provision for any child or other issue of mine, either presently living or hereafter born. IN WITNESS WHEREOF, I have hereunto set my hand and seal this //~ day of .~ , 1996. The preceding instrument, consisting of this and TWO (2) other typewritten pages, was on the date thereof signed, published and declared by DOMINIC J. PAPSODORA, the Testator, therein named, as and for his Last Will and Testament in the presence of us, witnesses, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses l-L,d/__/ of 4219 Derry Street1Harrisburq, PA 17111 Witne--'S~ -'Paul Taneff '-" //-//  of 4219 Derry Street, Harrisburq, PA 17111 Initials Page -3- STATE OF PENNSYLVANIA : SS. COUNTY OF DAUPHIN : The Testator, DOMINICJ. PAPSODORA, and the witnesses, Paul Taneffand GregoryJ. Ri¢¢i, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Witness-"='~aul TaReff - - Subscribed, Sworn to and Acknowledged before me by DOMINIC J. PAPSODORA as Testator; and, subscribed and sworn to before me by Paul Taneff and Gregory J. Ricci witnesses, on ~ I! , 1996. · ~ ,~- ..... "~/7~.' Notary Publ±c -  ~otarial Soal [ 8E~ ] ' Hnda M. ~shnoy, ~ota~ Swatara Twp., Dauphin ¢oun~ ' ~ Gommission [xp~res duno 21, ~ Initials Page -4- CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: DOMINIC J. PAPSODORA, a/k/a: N/A. Date of Death: Dec. 11, 2003 Will File No.:-c~.~,~_/4~)~'-'~/~ TO the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on: December 22, 2003. Name Add ress ANGELA G. BELL, 19 BRIDGEPORT DR., MECHANICSBURG, PA 17057 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except: NONE ~R~'bci & TANEFF -- Paul Taneff, Esq. Sup. CtID: 63777 4219 DERRY STREET HARRISBURG, PA 17111 (717) 564-5833 Capacity: ~ Personal Representative _X Counsel for personal representative RW-35 COMMON VEALTH OE REV ' 1500 ~ PENNSYLVANIA ~~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN 21 _ 03 1054 DECEDENT'S N~E (~S~ FIRS~ AND MIDDLE INITIAL) S~fAL SECURI~ NUMBER PAPSODO~, DOMINIC J. 022-05-0163 ~ DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE PILED IN DUPLICATE WITH THE DATE OF DEATH (MM-DD-Y~) 1/2003 ~ 04/12/1914 REGISTER OF WILLS (IF ~PLICABLE) SURVIVING SPOUSE'S NAME (~S~ FIRST, AND MIDDLE INITIAL) SOCI~ SECURI~ NUMBER ~ 1. Odginal Return ~ 2. Supplemen~l Return ~ 3. Remainder Return (dale~dealh p~rto 12-13~) ~ 4. Limit~ Es~te ~ 4a. Futam tetemst Compromise (date ~a~ alter ~2-12~) ~ 5. Federal Es~te Tax Return Required ~6. De~ent O~ Tes~te (A~ ~y ~) ~ 7. De~de~t Main~n~ a Living Trust (A~ ~ ~Tm~} ~ 8. TO~I Number of Safe De.sit Boxes ~ 9. Utigafi~ Pmc~ds Re~ived ~ 10. Spousal Pove~ Credit (~ of ~a~ ~ ~2-3~ and 1-1 -~) ~ 11. Election to ~X under S~. 9113(A) (A~ s~ o) NAME COMPLETE MAILING ADDRESS PAUL TANEFF, ESQ. 4219 DERRY STREET RICCI & TANEFF HARRISBURG, PA 17111 TELEPHONE NUMBER (717) 564-5833 1. Real Estate (Schedule A) (1) 0.~ ·~'. OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 145 058 ~:) 3. Closely Held Corporation, Partnership or Sole-Propfictorship (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) 63,667.~9  (Schedule E) 6. Jointly~ Owned Propar[y (Schedule F) (6) 0.~0 .g~ L.J Separate Billing Requested (J:l :. "~ 7. Inter-Vivos Transters & Miscellaneous Non-Probate Property (7) 0.00 ~ (Schedule G or L) 13. ,,~ 8. Total Gross Assets (tctal Lines 1-7) (ti) 208,725.29 U,.J 9. Funeral Expanses & Administrative Costs (Schedule H) (9) 22,743.01 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10) 450.00 11. Total Deductions (total Lines 9 & 10) (11) 23,193.01 12. Net Value of Estate (Line 8 minus Line 11) (12) 185,532.28 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been {13) 0.00 made (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) (14) 185,532.28 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES  15. Amount of Line 14 taxable at the spousal tax rate, or transtem under Sec. 9116 (a)(1,2) x .0 (15) 0.00 ~ 16, Amount of Line 14 taxabte at lineal rate 185~32 28 x ,ti 45 (16) 8,348.95 ::3 ~" 17. Amount of Line 14 texable at sibling rate x .12 (17) 0.00 O 0 18. Amount of Line 14 taxable al cotiateral rate x .15 (18) 0.00 ~. 19. Tax Due (19) 8,348.95 Decedent's Complete Address: 19 BRIDGEPORT DRIVE CiTYMECHANICSBURG IsTATE PA -1 ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 8,348.95 2. Credita/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Pena~ if applicable Total Credits (A + B + C ) (2) 0.00 D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.OO 4. 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 (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 8,348.95 A. Enter the interest on the tax due. (5A) 73.47 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 8,422.42 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. 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 neres or ............................. [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of 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 FILE IT AS PART OF THE RETURN. Under penalbes of pedu~y, I pedare Ihat I have examined this rethm, including accompanying schedules and statements, and to ~he Pest of my knowledge and belief, it is true, correct and complete. Dectara~on of preparer other tha~ I/la personal representati,~ is based on all inforrnaaon of which preparer has any k~owled~e. SIG,~, TURE OF PERSON I~ESPONjS}BLE FOR FILINg. ETURN DATE ADDRES~ 0 / 19 BRIDGEPORT DRIVE, MECHANICSBURG, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE 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. §9116 (a) (1,1) {i)]. For dates of death on or after 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 RS. §9116 (a) (1.1) (ii)], The statute does not exempt a transfer to a surviving spause from tax, and the s a u ory equirements for disclosure of assets and filing a tax return are stil~ applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax ra~ imposed on the net value of transfers from a deceased child twenty-one years of age or younger al death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the eel value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 RS. §911 The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S. §9116(a)(1.3)1. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ADDENDUM TO REV-1500, INHERITANCE TAX RETURN ESTATE OF DOMINIC J. PAPSODORA FILE NO.: 21-03-1054 CUMBERLAND COUNTY, PENNSYLVANIA Interest Calculation: Year Tax Due Daily Interest Rate # Days Amount(s) 2004 $8,348.95 .000110% (4%/Annum) 80~ $73.47 Total Interest Due $73.47 Reft c:\papso\est-djp\doc003 .wpd Period September 11, 2004 through November 30, 2004. Rev-l, 502EX + (1-~7) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J, PAPSODORA 21-03-1054 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither beir~g compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is iointl¥ owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. RESIDENCE: $0.00 Decedent owned no real property at the time of his death. Decedent resided with his daughter, Angela G. Bell, at 19 Bridgeport Drive, Mechanicsburg, PA 17057. TOTAL (Also enter on line 1, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) ~evol,503EX + (1-9,7) SCHEDULE B STOCKS & BONDS ;OMMONWEALTH OF PENNSYLVANIA NHERITANCE TAX RETURN ~ESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J. PAPSODORA 21-03-1054 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. STOCK: A. Merrill, Lynch, Pierce, Fenner & Smith, Acct. No. 872-47709 $145,058.00 3,538 shs. Common Stock, Exon Mobil Corp. @ $41.00/sh. Uncertificated Shams/Liquidated January 27, 2004 Value @ December 31,2003 Based Upon Merrill Lynch Stmt: $145,058.00 Value @ January 27, 2004 Based Upon Merrill Lynch Stmt: $145,058.00 TOTAL {Also enter on line 2, Recapitulation) $145,058.00 (If more space is needed, insert additional sheets of the same size) Rev- 1.507EX + (1-9,7) SCHEDULE D MORTGAGES & NOTES RECEIVABLE ~OMMONWEALTH OF PENNSYLVANIA NHERITANCE TAX RETURN :~ESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J. PAPSODORA 21-03-1054 All properb/iointl¥ owned with dght of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE $0.00 TOTAL (Also enter on line 4, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) Rev;1508EX + (1:97) SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY 3,OMMONWEALTH OF PENNSYLVANIA ~NHERITANCE TAX RETURN ~ESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J. PAPSODORA 21-03-1054 Include proceeds of litigation & the date proceeds received by estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BANK ACCOUNTS: A. Waypoint Bank, P.O. Box 1711, Harrisburg, PA 17105 $1,083.26 Focus 50 Interest Free Checking Account No. 100451871 Balance @ December 14, 2003 2. CASH MANAGEMENT BROKERAGE ACCOUNT: A. Merrill, Lynch, Pierce, Fenner & Smith, 214 Senate Ave., Camp Hill, PA 17011 $61,255.00 CMA Account No. 872-47709 Liquidated January 27, 2004 3. MOTOR VEHICLES: A. 1990 Mercury, Topaz, V.I.N. No. 2MEPM36XOLB645449 $475.00 Mileage @ December 11,2003:49,235 A copy of the Kelley Blue Book Value is attached hereto and made a part hereof as Exhibit-"A". 4. HOUSEHOLD GOODS AND FURNISHINGS: The decedent owned no household goods or furnishings at the time of his death. $0.00 Decedent resided with his daughter at her residence located at 19 Bridgeport Dr., Camp Hill, PA 17011. Decedent had disposed of any household goods and similar property prior to his death. 5. CLOTHING & PERSONAL EFFECTS: The decedent died seised of clothing and personal effects, the value of which was less than the cost to have such property valued and sold in the opinion of the Executor. And, therefore the Executor abandoned any interest the estate had in such property and disposed of same. $0.00 6. MISCELLANEOUS REFUNDS A. Cumberland County Veterans Benefit $100.00 Refunded by Fackler-Wiedeman Funeral Home B. U.S. Treasury/2003 Income Tax Refund $360.00 B. Mobile Exon Corp./Pension Check $394.03 TOTAL (Also enter on line 4, Recapitulation) $63,667.29 (If more space is needed, insert additional sheets of the same size) Rev-l.509EX * (1-9,7) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J. PAPSODORA 21-03-1054 If an asset was made ioint within one year of the decedent's death, it must be reported on Schedule G. JOINTLY-OWNED PROPERTY: LTR DATE DESCRIPTION OF PROPERTY DATE OF DEATH ITEM FOR JT MADE include name of financial institution, account number. DATE OF DEATH % OF DECD'S VALUE OF NO. TEN JT Attach Deed for jfiy held real estate. ASSET VALUE INTEREST DECD'S INTEREST 1. N/A N/A NONE $0.00 50.00% $0.00 TOTAL (Also enter on line 6~ Recapitulation) $0,00 (If more space is needed, insert additional sheets of the same size) Revo,1509EX + (1-97) SCHEDULE F-(CONT'D.) JOINTLY-OWNED PROPERTY COMMONWEALTH OF PA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J, PAPSODORA 21-03-1054 If an asset was made ioint within one }'ear of the decedent's death, it must be reported on Schedule G, LTR FOR JOINT NAME OF ADDRESS OF RELATIONSHIP TENANT SURVIVING JOINT TENANT(S) SURVIVING JOINT TENANT(S) TO DECD A. NONE N/A N/A B. NONE N/A N/A SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J. PAPSODORA 21-03-1054 This schedule must be completed and filed if the answer to an}, of the questions 1-4 on reverse side of REV-1500 COVER SHEET is },es. DESCRIPTION OF PROPERTY ITEM Include name of transferee, relationship to decedent & transfer date. DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NO. Attach copy of Deed for real estate. ASSET VALUE INTEREST (If Applicable/ VALUE 1. NONE $0.00 100.00% $0.00 $0.00 TOTAL (Also enter on line 7~ Recapitulation) $o.00 (If more space is needed, insert additional sheets of the same size) JRev-1.511 EX + (1-.97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J, PAPSODORA 21-03-1054 Debts of the decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fackler-Wiedeman Funeral Home, 23rd & Derry St., Harrisburg, PA 17104 $7~646.68 Includes Funeral Services, Grave Opening, Clerical Honorium & Other Related Services 2. Premier Caterara, 333 South Enola Drive, Enola, PA 17025 $611.02 Funereal Luncheon B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions $0.00 Name of Representative(s): Soc. Sec./E.I.N. No. of Personal Representative: Street, City, State, Zip: Years(s) Commissions Paid: 2. Attorney Fees - Ricci & Taneff, 4219 Derry St., Harrisburg, PA 17111 $10,395.00 3. Family Exemption: (If Decedent's address is not same as claimant, explain.) $3,500.00 Claimant: Angela G. Bell Street, City, State, Zip: 19 Bridgeport Dr., Mechanicsburg, PA 17050 Relationship of Claimant to Decedent: Daughter 4. Probate Fees Filing Fee - Register of Wills Dauphin County/Open Probate $269.00 Additional Fees - Register of Wills Dauphin County/Short Certificates $0.00 Filing Fee - Register of Wills Dauphin County/Close Probate $35.00 5. Accountant's Fees- None $0.00 6. Tax Return Praparer's Fees - None $0.00 7. Advertising Fees: The Sentinel, P.O. Box 130, Carlisle, PA 17013 $136.31 Cumberland Law Journal, 32 S. Bedford St., Carlisle, PA 17013 $75.00 8. Miscellaneous: Postage - Ricci & Taneff $0.00 Delivery Charges (I.e., Fedex etc.) - Ricci & Taneff $0.00 Photocopy Costs - Ricci & Taneff $75.00 TOTAL (Also enter on line 9~ Recapitulation) $22,743.01 (If more space is needed, insert additional sheets of the same size) Rev-,1512EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J. PAPSODORA 21-03-1054 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. DEBTS OF DECEDENT: A. Holy Spirit Hospital/Uninsured Medical Expense $420.00 TOTAL {Also enter on line 10, Recapitulation) $420.00 (If more space is needed, insert additional sheets of the same size) Rev-l.513 EX + (1-~7) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DOMINIC J. PAPSODORA 21-03-1054 rEnter dollar amounts for distributions shown below on Lines 15 - 17, as appropriate, on REV-1500 Cover Sheet. RELATIONSHIP AMOUNT OR NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TO DECD SHARE ESTATE I. TAXABLE DISTRIBUTIONS (Include spousal distributions) Specific Bequests: 1~ NONE N/A N/A Residuary Estate: 1. Angela G. Bell Daughter 100.00% 19 Bridgeport Drive, Mechanicsburg, PA 17050 II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTION UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. None $0.00 B. CHARITABLE & GOVERNMENTAL DISTRIBUTIONS 1. None $0.00 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) Kelley Blue Book r W THE TRUSTED RESOURCE New C~r Pricing J Zncenl~ivesl Pennsylvania · January 5, 2004 Quality Ratings I MYCa"'~valuei 1990 Mercury Topaz GS Sedan 2D Used Car ReteiJ Free Price Quote Buy a New Car Bt~¥a U~d~r Buy a Used Car Sell Your Car Engine: 4-Cyl. 2.3 Liter List Your Car For Sale Online Motorcycles Trans: Automatic Free Lemon Check Financing Drive: Front Wheel Drive Auto Loans from 3.99% APR Zns~rance ~ Mileage: 49,235 Lemon Check Tnsurance 0uot_e_ Car Rev~ ~ lato r Car Prev[~na~s Equipment Decision Guidas Air Conditioning AM/FM Stereo Advice Power Steering Free Newsletter Consumer Rated Condition: Good About kbb "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems, in states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear J Shop I left. A clean title _history is assumed. A "good" vehicle will need some with reconditioning to be sold at retail; however major reconditioning Blank should be deducted from the value. Most recent model cars owned by howml consumers fall into this category. ~r Trade-In Value $475 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, advertising, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Oet the latest B~e Book a~art~ G_et~a Pr~va~te ~r~._¥a u~e Get invoice & MSRP on New Cars Copyright © 2004 by Kelley Blue Book Co., All Rights Reserved. ]an~:eb 2004 Edition. The specific information required to determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may vary from vehicle to vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstances pertinent to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person generating this report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissIons.(v.040].~.) LAST WILL AND TESTAMENT OF DOMINIC J. PAPSODORA KNOW ALL MEN BYTHESEPRESENTS, that I, DOMINICJ. PAPSODORA, ' presently residing at 451 Bonnymead Avenue, Swatara Township, Harrisburg, Dauphin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, declare and publish this to be my Last Will and Testament, hereby revoking any and all wills and codicils heretofore made by me. My deceased spouse, SYLVIAA. PAPSODORA, died on August 2, 1996, and at the time of execution of this document I have one (1) child: ANGELAG. BELL(..ANGEkA,,), currently residing in Wescoville, PA. FIRST:FuneralArranqements. I direct that my funeral be conducted in a manner corresponding with my estate and situation in life. And that I be buried in my family plot in Holy Cross Cemetery, Harrisburg, PA. SECOND:DebtsandFuneralExpenses. I direct that all my just debts, expenses of my last illness, and funeral expenses shall be paid by my Executor erelnafter named, from my estate as soon after my h ' death as practicable. Page -1- Initials THIRD:ResiduaryEstate. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed and of whatever nature and wherever situated, including lapsed legacies, and any property over which I may have power of appointment, to my daughter, ANGELA. FOURTH:ProtectiveProvision. No interest in income or principal shall be assigbable or be available to anyone having a claim against any beneficiary before actual payment to the beneficiary° FIFTH:DeathTaxes. Ail federal, state and other death taxes payabl~ on the property forming my gross estate for tax purposes, whether or not it passes under this will shall be paid out of the principal of my residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. SIXTH:ManaqementProvisions. I authorize my Executor to do the following: A. To ompromlse claims and to abandon any property which is c ' of little or no value; B. To sell at ~ublic or private sale, to exchange or lease for any period of time, any real or personal property, and to give options for sales or leases; C. To use administrative or other ~xpenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; D. To borrow from, and to sell property or to others, and to pledge property as security for repayment of any funds borrowed; Page-2- ~nitials E. To distribute in kind and to allocate specific assets among the beneficiaries in such proportions as my executor may think best, so long as the total market value of any beneficiary's share is not affected by such allocation; These authorities shall be in addition to those granted by law and shall be exercisable without leave of court. SEVENTH:Executor. I nominate and appoint my daughter, Angela G. Bell, of 5895 Shepard Hills Avenue, Wescoville, PA, to be the Executor of this Will; and, I direct as Executor she not be required to furnish any surety or sureties or bond for the faithful performance of her duties in any jurisdiction. EIGHTH: I intentionally make no other provision for any child or other issue of mine, either presently living or hereafter born. IN WITNESS WHEREOF, I have hereunto set my hand and DOMINIC J. PAPSODORA The preceding instrument, consisting of this and TWO (2) other typewritten pages, was on the date thereof signed, published and declared by DOMINIC J. PAPSODORA, the Testator, therein named, as and for his Last Will and Testament in the presence of us, ltnesses who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses ~';'" - '~ '( ,' 'W& of 4219 Derry Street, Harrisburq, PA 17111 Witness' --Paul Taneff ~ /71 - j of 4219 Derry Street, Harrisburq, PA 17111 Ricci Page -3- Initials STATE OF PENNSYLVANIA : SS. COUNTY OF DAUPHIN : The Testator, DOMINICJ. PAPSODORA, and the witnesses, Paul TaneffandGregoryJ. Rlccl, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. S ' ubscrlbed, Sworn to and Acknowledged before me by DOMINIC& PAPSODORA as Testator; and, subscribed and sworn to before me by Paul Taneff and Gregory J. ~ccl witnesses, ~ Notadal Seal [ SEAL ] I Llnda M. Pishney, No ar7 Public I Swatara Twp. Dauph n County ! My Commission Expires June 21,199,~9j Page-4- initials A '"/,/~ '3' Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of: PAPSODORA, DOMINIC J., No. 2003-01054 also known as N/A, Deceased Date of Death: DEC. 11, 2003 Social Security, No. 022-05-0163 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in 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. IRVe verify that the statements made in this inventory are true and correct. IRVe understand that false statements herein are made subject to the penalties of 18 Pa,C.S. Section 4904 relating to unswom falsification to authorities. Persorjal Represe nt~tive:.., . Name of Attorney: Paul Taneff, Esq. x .Z'~_ x.,-..4/_CL/,z¢. ~ Attorney I.D. No.: 63777 Angel~ G.dBell ' Address: 4219 Derry Street, Harrisburg, PA 17111 Dated: NOVEMBER 5, 2004 Phone: (717) 564-5833 Description Value 1. REAL ESTATE: SCHEDULE A $0.00 2. STOCKS AND BONDS: SCHEDULE B $145,058.00 3. CLOSELY HELD CORPORATION, PARTNERSHIP OR SOLE PROPRIETORSHIP: SCHEDULE C $0.00 4. MORTGAGES & NOTES RECEIVABLE: SCHEDULE D $0.00 5. CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY: SCHEDULE E $63,667.29 6. JOINTLY OWNED PROPERTY: SCHEDULE F $0.00 7. INTER-VIVOS TR/~SFERS & MISC. NON-PROBATE PROPERTY: SCHEDULE G or L $0.00 8. TOTAL GROSS A~JETS $208,725.29 9. FUNERAL EXPENSES & ADMINISTRATIVE COSTS: SCHEDULE H $22,743.01 10. DEBTS OF DECEDENT MORTGAGE LIAB L T ES & LIENS: SCHEDULE I $450.00 DEDucTiONS ~ 11. TOTAL '-,"~'~- N/A 12. NET VALUE OF ESTATE N/A 13. CHARITABLE AND GOVERNMENTAL BEQUESTS: SCHEDULE J N/A 14. NET VALUE SUBJECT TO TAX N/A TOTAL GROSS ASSETS: $208,725.29 NOTE: The Memorandum of rear estate outside of the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item but such figures should not be extended into the total of the inventory. RW-8 COMMONWEALTH OF PENNSYLVANIA REV- 1162 EX( 11 96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004611 TANEFF PAUL ESQ 4219 DERRY ST HARRISBURG, PA 17111 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold ......... 101 $8,422.42 ESTATE INFORMATION: SSN: 022-05-0163 FILE NUMBER: 2103- 1054 DECEDENT NAME: PAPSODORA DOMINIC J DATE OF PAYMENT: 11/09/2004 POSTMARK DATE: 11/09/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/11/2003 TOTAL AMOUNT PAID: $8,422.42 REMARKS: CHECK#3159 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: DOMINIC J. PAPSODORA Date of Death: DECEMBER 11, 2003 Estate No.: 2003-1054 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: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (date) 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No x B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes x No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the c.c_ler.~of the Orphans' Court and may be attached to this report. Date: NOVEMBER 5, 2004 Sig~amre _ ~ '~/(~ Paul Taneff, Esq. Name (Please type or print) ~ /~.~ 4219 Derry St., HarriSburg, PA 17111 Address ~.~: ,.~ ~ (~_ ~?.! ?(). (717) 564-5833 (MAH:rmffAM3) Telephone No. Capacity: Personal Representative x Counsel for Personal Representative R.W. - 5/5 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA~~CORC'[iJ C;:I~\CE OF NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION l"'rr, ',~.}"~~AISEHENT I ALLOWANCE OR DISALLOWANCE PO BOX 280601 ::t..l,~ \ ,1- 'OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 2005 JAil 10 M1 S: 48 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-10-2005 PAPSODORA 12-11-2003 21 03-1054 CUMBERLAND 101 CLERK OF ORPH!'~I'S COURT PAUL TANEFF ~9t-N:rT'\!r; CJ. Pt. RICCI & TANEFF 4219 DERRY ST HBG PA 17111 *' REV-lS47fX AFP n2-04} DOMINIC J Allount Re..itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO CDURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ R'Eii=i54'7-Eit-AFP--riii"--03Y-NOTyeE""eiF-iiiHEifii'ANCE-TAx-jrppRA-isEM-€Ni'~--Ar.i.iiwAN-CE-t'-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DOMINIC J FILE NO. 21 03-1054 ACN 101 ESTATE OF PAPSODORA TAX RETURN WAS: ( I ACCEPTED AS FILED ( XI CHANGED SEE DATE 01-10-2005 ATTACHED NOTICE NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS) 16. Allount of line 14 taxable at Lineal/Class A rete (16) 17. Amount of Line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable at Collateral/Class Brat. (18J 19. Principal Tax Due .00 X 00 = .00 185,562.28 X 045 = 8,350.31 .00 X 12 = .00 .00 X 15 = .00 1191= 8,350.31 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ s. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets III (21 [31 (41 (51 (61 (71 .00 145.058.00 .00 .00 63.667.29 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax [91 1101 22,743.01 420.00 1111 1121 [131 1141 NOTE: To insure proper credit to your account~ submit the upper portion of this for. with your tax paYllent. 208,725.29 73 163 01 185,562.28 .00 185,562.28 TAlC CREDITS: ,+, AMDUNT PAID DATE NUMBER INTEREST/PEN PAID (-I 11-09-2004 CDO 04611 54.19- 8,422.42 TOTAL TAX CREDIT 8,368.23 BALANCE OF TAX DUE 17.92CR INTEREST AND PEN. .00 TOTAL DUE 17.92CR ~ . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDN DF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 51 IF TOTAL DUE IS REFLECTED AS A "CREDIT"- (CRJ ~ YOU HAY BE DUE .I A REFUND. SEE REVERSE SIDE DF THIS FORM FDR INSTRUCTIONS. I Oy\ REV-1470EX tJ-56) '* INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER DOMINIC J. PAPSODORA 2103-1054 REVIEWED BY ACN CHARLES WRIGHT 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES I 1 Total on Schedule I was not correctly carried forward to recapitulation page. ROW Page 1 2~ Ixwc>\U!... Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: E state of: Estate No: 83 11/12/2004 DOMINIC T. P APSODORA 21-03-1054 PAUL TANEFFESQ 4219 DERRY ST JA HARRISBURG, PA 17111 Qty 1 Fee Description Additional Probate Fee Total 35.00 $35.00 Total: $35.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you.