HomeMy WebLinkAbout01-0344
I Prepared By
Francis A. 21111 i r F.~Cllli rp
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
I Date
3/30/2001
Estate of "R TTTl-f BRA CT(l<'N c: TnF
also known as
No.
I Deceased
Social Security No. 203-10-9391
(COMPLETE "A" OR "B" BELOW:)
Cii A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execuTix named in
the Last Will of the Decedent, dated 1 2/27 / 2000 I and codicil(s) dated NON E
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:
o B. Grant of Letters of Administration
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if
any) and heirs:
Name
Relationship
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets, if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at 3609-7 Kohler Place. Camp Hill, Hampden Twp., Cumb.erland
County, PA 17011
Decedent, then 80 yearsofage,died March 23, 200lat Holy Spirit Hospital,
Camp Hill, PA .
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property - - - - - - - - - - - - -$ 90. 000 . 00
(If not domiciled in PA) Personal property in Pennsylvania - - - $
(If not domiciled in PA) Personal property in County - - - - - - - -$
Value of real estate in Pennsylvania -- -- - - - - - - -- - -- -- - -- - - -- - $
Total- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ 90 , 000.00
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with
this Petition and the rant letters in the appropriate form to the undersigned:
Typed or printed name and residence
Karen B. Roberts 1802 Brid e St., New Cumber and, PA
RW-7
/ b - J~ 1- ~
Commonwealth of Pennsylvania
County of Cumberland
Oath of Personal Representative
The Petitioner(s) above-named swear(s) and 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 wel and ruly administer e estate according to law.
Sworn to and affirmed and subscribed
before me this
MARCH
30th day of
,20~
\.
/?jt'rr2!fU/J Y<~ U /Ao 4 "7"
DECREE OF REGISTER
Estate of RUTH B. BACKENSTOE
, Deceased
No.
21-01-344
also known as
Social Security No.
203-10-9391
Date of Death: March 2~, 2001
AND NOW, APRIL 2 ,20 01 , in consideration of the ~ion on the reverse
side hereon, satisfactory proof having been presented before me.-
IT IS DECREED that Letters !Xl Testamentary 0 of Administration ~.
are hereby granted to
KAREN B. ROBERTS
in the above estate and that the instrument(s), if any, dated 1 2/ 2 7 / 2000
Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters------------------
Short Certificate(s) - - - - - - - - -
Renunciation - - - - - - - - - - - - -
Affidavit ( )- - - - -- -- - -- -- -
Extra Pages ( )- -- -- - -- - --
Codicil - - - - - - - - - - - - - - - - - -
JCP Fee - - - - - - - - - - - - - - - -
Inventory & Tax Forms - - - - --
Other-------------------
TOTAL-----------
RW-7a
described in the
$ 200.00
$ 21.00
$
$ o.uu
$
$ 5.00
$
$
$
109 Locust Street
Address:
Harrisburg, FA 17101
$ 232.00
Telephone: (717) 236-9301
DATE FILED: MARCH 30, 2001
~ 4, (k~~/
Hl0SROS ~vh9:;r,is to certif)' that the information here given is correctly copied from an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
~:1,~'
Fee for this certificate, $2.00
p
7295047
MAR 2 ~ 2001
Date
21-01-344
Rev 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
NAME OF DECEDENT (flfst. Middle. l_1
..
SEX
SWE FILE NUMBER
SOCIAL SECURITY NUM8ER
AGE(lall~
UNDER. VENI
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10
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COUNTY OF DERH
g:',:oIy)o
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White
~SI'OUSE
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Cumberland
DECEDENT'S USUAlllCCUPlVlON
c~.:!'.':.":.:."'=::r Dept. of Labor
"Secretar ,,~ and lndustr
DECEDENT'S MAll.ING ADORESS cs.... CoIylTcMn. -. Zip Coool DECEDENT'S
ACTUAl
Place RESIDENCE
cSee_
on other SlOt)
3609-7 Kohler
... Cam Hill, PA
f'RHER'S NAAlE (F... _. Lalli
I.. Robert Henr
-OIIMAHT'SNAAlE CT_intl
17a._
17011
'710.
Cumberland
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COUPlE1lON (7 CAUSE
OF DERH7
MANNER OF DEATH
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DATE OF INJURY
(Men.... Day, Yeatl
TIMe OF lNJURY
INJURY 1fr'M)RK?
DESCRIBE HOW INJURY OCCURAED.
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On the b..i. oIexamlnaUon andlor In'testigation, in my opinion. death occurred at the Ume. date. and place, and due 10 the c.u..(a) and
manner..lr.ted.....,....... .............. _..... ...............................................................
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REGISTRAR'S SIGNATURE AND NUMBER
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CERTJlfIEAICheck only onel
-CERTIFYING PHYSICIAN (Ph'l'SlCICN\ cP.r""r1ng cause ~ death wh8f'l another phVSlC.an has ptClnOunced dealh ana comp6eled "em 23)
To 11M..... ot my .nowledge. .ath occurrecll due ~ the cauu(.) and manner.. ....ted. . . . . . . . . . . . . . . . . . . . . . .
....
.PRONOUNCING AND CERTIFYINQ PHYSIC1AH (Ph't'SIC&an boIh pronouncIng Oealh and c8l1JtYInQ 10 cause 01 (jealhl
To the beM: 01 my knowtectge, death occurr" .101 U\e lime. da'e. and place. and due to the causeCs) and mann., a. atalad
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21-01-344
1Ea51 lUtll anb WCgl&lUcnt
OF
RUTH B. BACKENSTOE
I, RUTH B. BACKENSTOE, of Camp Hill, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do make, publish and
declare this to be my Last Will and Testament hereby revoking all other Wills and
Codicils by me at any time heretofore made.
ITEM I:
I direct that all of my just debts and currently due debts and
funeral expenses shall be paid from my estate as soon as practicable after my decease as a
part of the expense of the administration of my estate.
ITEM II:
I give, devise and bequeath my entire estate, whether real or
personal, or wheresoever the same may be situate or located, to my daughter, KAREN B.
ROBERTS, only if she survives me.
ITEM III:
In the event that my daughter, KAREN B. ROBERTS, should
predecease me, then I give, devise and bequeath my entire estate, whether real or
personal, or wheresoever the same may be situate or located, equally among the following
charitable organizations: MULTIPLE SCLEROSIS SOCIETY OF CENTRAL
PENNSYLVANIA, 2209 Forest Hills Drive, Harrisburg, P A 17112-6039; HOSPICE OF
CENTRAL PENNSYLVANIA, P.O. Box 266, Enola, PA 17025-0266; ARTHRITIS
FOUNDATION, 17 South 19th Street, Camp Hill, PA 17011; and the AMERICAN
LUNG ASSOCIATION OF CENTRAL PENNS YL VANIA, 6041 Linglestown Road,
Harrisburg, PA 17110.
ITEM IV:
I nominate, constitute and appoint my daughter, KAREN B.
ROBERTS, as Executrix of this my Last Will and Testament. In the event that she is
unable or unwill~. . 1 to serve in this capacity, then I nominate, constitute and appoint my
niece, ANDREA ~KNUDSEN, of 105 Roxbury Road, York Haven, Pennsylvania, as
Executrix of this my Last Will and Testament.
ITEM V:
It is hereby directed that my Executrix shall pay all
inheritance, estate, succession and legacy taxes to which my estate for the transfer of any
property hereunder may be subject, and to charge such taxes as a part of the expense of
the administration, payable out of my residuary estate.
ITEM VI:
I direct that no Executrix or other fiduciary named, nominated
or appointed in this my Last Will and Testament shall be required to post any bond or
give any security of any type for any purpose whatsoever, any law or rule of the Court of
the Commonwealth of Pennsylvania or any other jurisdiction to the contrary
notwithstanding.
December, 2000
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 27th day of
~ L,~~vh
Ruth B. Backenstoe
Signed, sealed, published and declared by the said Ruth B. Backenstoe, the above
named Testatrix, as and for her Last Will and Testament, in the presence of us, who at
her request and in her presence and in the presence of each other, all being present at the
smne time, Mve her~ro s SCri::~i:gn~:;u
Residing !v~f) I P A
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I, RUTH B. BACKENSTOE, Francis A. Zulli and Wendy S. Paul, the Testatrix
and the witnesses respectively, whose names are signed to the attached or foregoing
instrument, being du1y qualified according to law, do hereby declare to the undersigned
authority that we were present and saw Testatrix sign and execute the instrument as her
Last Will, that she signed willingly (or willingly directed another to sign for her), and that
she executed it as her free and voluntary act for the purposes therein expressed; that each
of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more
years of age, of sound mind and under no constraint or undue influence, and I, the said
Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last
Subscribed, sworn to and
acknowledged before me by
Ruth B. Backenstoe, the Testatrix,
and subscribed and sworn to
before me by Francis A. Zu1li
and Wendy S. Paul
witnesses, this 27th day of
(ecemO~ ~_ _
~U
NOTARIAL SEAt
ANN J, LONG. Notary Pub~c
City of Harrisburg, Dauphin County
M Commission Ex 'res Oct. 30, 2003
E-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ruth B. Backenstoe
Date of Death:
March 23.2001
Will No. 2001-00344
Administration No.
TO THE REGISTER:
I certify that Notice of Beneficial Interest required by Rule 5. 6( a) of the Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above
captioned Estate on April 4. 2001.
Name
Address
Karen B. Roberts. 1802 Bridge Street New Cumberland. P A 17070
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Name:
Addre
Date: April 4. 2001
Telephone Number: (717) 232-1488
Capacity:
Personal Representative
X Counsel for personal
representative
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LAW OFFICES
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DAVID A. WION
FRANCIS A. ZULLI
JEAN D. SEIBERT
109 LOCUST STREET
P.O. BOX 1121
HARRISBURG, PENNSYLVANIA 17108-1121
(717) 236-9301
(717) 232-1488
FAX (717) 236-6100
Email: wzs@mindspring.com
VICTOR A. BIHL
ROBERT J. TRACE
OF COUNSEL
June 14, 2001
113 EAST MAIN STREET
HUMMELSTOWN, PA 17036
(717) 566-2501
Register of Wills Office
Cumberland County Court House
1 Courthouse Square
Carlisle, Pennsylvania 17013
RE: Estate of Ruth B. Backenstoe
No. 2001-00344
Gentlemen:
Please find enclosed a payment on account of inheritance taxes in the amount of
$15,000.00 in connection with the above captioned Estate.
F AZ:wsp
Enclosure
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LAW OFFICES
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DAVID A. WION
FRANCIS A. ZULLI
JEAN D. SEIBERT
109 LOCUST STREET
P.O. BOX 1121
HARRISBURG, PENNSYLVANIA 17108-1121
(717) 236-9301
(717) 232-1488
FAX (717) 236-6100
Email: wzs@mindspring.com
VICTOR A. BIHL
ROBERT J. TRACE
OF COUNSEL
December 5, 2001
113 EAST MAIN STREET
HUMMELSTOWN, PA 17036
(717) 566-2501
Register of Wills Office
Cumberland County Courthouse
Carlisle, P A 17013
RE: Estate of Ruth B. Backenstoe
Dear Register of Wills:
Enclosed please find a original and two copies of the P A Inheritance Tax Return and
Inventory for filing in your office concerning the above-referenced estate. I am enclosing a check
for the balance of inheritance taxes due in this matter. You will also find enclosed a check in the
amount of $ 28.00 to cover the cost of filing the Inventory and Inheritance Tax Return. Please
return one clocked in copy to me in the envelope which I have provided.
Thank you.
F AZ/kd
Enclosures
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COMMONWEAL TH O~ REV 1500 OFFICIAL USE ONLY
PENNSYLVANIA - .........L~...:.~~L-:-:...'=>.... .
............
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER
DEPT. 280601 co~ ~ODE I 01 I ~U:B;:Y
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT YEAR
f- DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z BACKENSTOE, Ruth 8. 203-10-9391
UJ DATE OF DEATH DATE OF BIRTH THIS RETURN MUST BE FILED IN DUPLICATE wrrH THE
Cl
ill March 23, 2001 February 7,1921 REGISTER OF WILLS
()
ill (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Cl
. x 1. Original Return 2. Supplemental Retum 3. Remainder Return (dolt" of death pnor to 12+
':':]al >--- e- I- 13-82)
U"~ 4. Limited Estate 4a. Future Interest Comprise (dal" ol delJlh aiter 12-12.82) 5. Federal Estate Tax Return Required
. "8
82- ~ e- L-
~" x 6. Decedent Died Testate (Attach copy pf Will) 7. Decedent Maintained a Living Trust (Attach a copy ClfTrustj 8. Total Number of Safe Deposit Boxes
<l; ~ >-
9. Litigation Proceeds Received 10. Spousal PovertyCredit(dateofd ath betweerl 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A)
L- L...- e <~ctlSchO)
THIS SECTION MUST BE COMPLETeD. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
<= NAME COMPLETE MAILING ADDRESS
<D
-= Francis A. Zulli, Esquire 109 Locust Street
c
~ FIRM NAME (If Applicable) Harrisburg, PA 17101
~ Wion, Zulli & Seibert . .~. ........
<'3 .--'.. , S :0
TELEPHONE NUMBER , ::-o~
, ('0
717-232-1488 '10.0
1. Real Estate (Schedule A) (1) $0.00 C:;OFFICIA.[r~ ONLY
" r.,..;..
2. stocks and Bonds {Schedule B} (2) $255,295.89 I
tJl
3. Closely Held CorpOlation, Partnership or Sole-Proprietot"$hip (3) $0.00 l
Z --...
4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 0
0 :,'li -~
i= 5. Cash, Bank Deposits & Misc. Personal Property (SChedule E) (5) $93,634.50 ,--'
<(
...J 6. Jointly OWned Property (Schedule F) (6) $13.750.00
=> D Separate Bill1ng Requested
l-
e... 7. Jnter~Vivos Transfers & Misc, Non-Probate Property (7) $0.00
<(
() (Schedule G or l)
UJ
0:: 8. Total Gross Assets (total Lines 1-7) (8) $362,680.39
9. Funeral Expenses & Administrative Costs (Schedule H) (9) $3,626.91
10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $1,916.97
11. Total Deductions (total Lines 9 & 10) (11) $5 54.~ 88
12. Net Value of Estate (Une 8 minus Une 11) (12) $357,136.51
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) $000
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $357,136,51
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Une 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2) X (15) $0.00
-
0 16. Amount of nne 14 taxable at lineal rate
;: $357,136.51 x .045 (16) $16,071.14
~~ -
..." 17. Amount of line 14 taxable at sibling rate x .12 (17) $0.00
..
:; 18. Amount of line 14 taxable at collateral rale x .15 (18) $000
0
U 19. Tax Due
(19) $16,071.14
20.0
e...
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Copyright 2000 David James Thorpe, Esq.
Decedent's Complete Address:
STREET ADDRESS
360e.. 7 Kohler Place
CITY
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsIPayments
A. Spousal Poverty Credit
B. Prior Payment
C. Discount
$15,000.00
$750.00
Total Credits. (A + B + C)
ISTATE
IPA
IZIP
117011
(1)
$16,071.14
(2)
$15,750.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
(3)
$0.00
4.
To1allnterestfPenalty (D + E)
If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box. on Page 1 Line 20 to request a refund
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest 00 the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(4)
(5)
(SA)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
5.
$321.14
$321.14
,.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
2.
Did decedent make a transfer and:
a. retain the LIse or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a revisionary interest; or
d. receive the promise for life of either payments, benerrts or care?
If death occurred on or before December 12, 1982, did decedent within two yeait'>
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within otle year of death without
receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her deaUl?
Did decedent own an individual retirement account, annuity, or other non~probate property?
Yes
~
No
~
3.
4.
B
E8
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 penalties of perjury, I declare that I have examined this return, including aocompanylng sct\edulet'o am::! statements, and to the best of my knowlEldge and belilrl, It is true,
correct, and complete.
Declaration of parer other than the personal representative is based on all the information of which preparer has any knowledge.
ADDRESS
109 L.ocust Street, H
For dates of death n r after July 1, 1994 and before Ja
3% [72P.S.~9116 a)(1.1) (i)j.
DATE
01
l
DATE
1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
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 P.S. ~9116 (a)
(1.1) (U)J. The statute does no 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 sUlViving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent of the ohlld is 0% [72 P.S. ~9116(a) (1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. fi9116(1.2) [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% [72 P.S. ~9116(a)(1.3)J. 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.
Copyright 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF Ruth B. Backentoe
All property Jolntly~wned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
1. Waypoint Bank stock, 30 shares @ $10.12 per share
FILE NUMBER
VALUE AT DATE
OF DEATH
$303.60
2.
Essex Mutual Account No. 5EY-018389~1
65,451.79
3.
Hartford Mutual Fund Account No. 710605592
65,009.27
4.
Hartford Mutual Fund Account No. 710335239
46,759.66
5.
New England Mutual Account No. V700715
57,771.57
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$255,295.69
Copyright 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Ruth B. Backenstoe
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on
Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
1,487.98
PNC Bank, savings account No. 5000878115
2.
Waypoint Bank, checking account No.1 000000058
7,958.83
3.
Waypoint Bank, checking account No.1 003022406
29,170.10
4.
Waypoint Bank, CD No. 7100000563
52,283.25
5.
1993 Ford Tempo automobile
1,775.00
6.
Household furniture and furnishings
961.34
TOTAL (Also enter on line 5, Recepttuletion)
(If more space is needed, insert additional sheets of the same size)
$93,834.50
Cop)Tight 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Ruth B. Backenstoe
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Karen B. Roberts
ADDRESS
RELA TrONSHIP TO DECEDENT
Daughter
1802 Bridge Street
New Cumberiand, PA 17070
B.
C.
JOINTLY-OWNED PROPERTY:
ITEM LEiTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF DEATH
NUMBER FOR JOINT MADE Include rtame of financial institution and banK account number or simUar ldetrtlfying {lumber. VALUE OF ASSET DECD'S VALUE OF
TENANT JOINT Attach deed for jointly-held real ss;tate. INTEREST DECEDENTS INTEREST
1. A. 1-1987 Series HH Bond, V1316104HH 5,000.00 50% 2,500.00
2. A 1-1987 Series HH Bond, V13161 02HH 5,000.00 50% 2,500.00
3. A 1-1987 Series HH Bond, V1316103HH 5,000.00 50% 2,500.00
4. A 1-1987 Series HH Bond, V13161 01 HH 5,000.00 50% 2,500.00
5. A 1-1987 Serles HH Bond, V1316100HH 5,000.00 50% 2,500.00
6. A 1-1987 Series HH Bond, M6629S46HH 1,000.00 50% 500.00
7. A 1-1987 Series HH Bond, M6629547HH 1,000.00 50% 500.00
8. A 1-1987 Series HH Bond, D4656284HH 500.00 50% 250.00
TOTAL (Also enter on line 6, Recapitulation) $13,750.00
(If more space is needed, insert additional sheets of the same size)
Copyright 2000 David James Thorpe, Esq.
,.
COMMONWEALTH OF PENNSYLVANIA
INHERfTANCETAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Ruth B. Backenstoe
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
1.
2.
3.
B.
1.
2.
3.
4.
5.
6.
7.
FUNERAL EXPENSES:
Cremation Society of Pennsylvania - cremation
Rolling Green Cemetery - deed
Harding's Restaurant - after funeral luncheon
$25.00
50.00
619.41
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees - Francis A. Zulli, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
2,500.00
City
Relationship of Claimant to Decedent
State
Zip
Probate Fees - Register of Wills
232.00
Accountant's Fees - Wagner, Frutiger & Daub - CPA
100.00
Tax Return Preparer's Fees
Advertising estate - Paxton Herald
Dauphin County Reporter
35.50
65.00
TOTAL (Also enter on line 9, Recapitulation)
(If more space IS needed, Insert additional sheets of the same size)
$3,626.91
Copyright 2000 David James Thorpe, Esq.
COMMONWEAL'TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE$IDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Ruth B. Backenstoe
FilE NUMBER
Include unrelmbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
AMOUNT
Ann O'Connor. Cleaning of carpets
$75.00
2.
L.B. Smith - car repair
43.46
3.
Pulmonary and Critical Care - medical statement
100.00
4.
West Shore EMS - ambulance service (4 trips)
159.60
5.
Joseph A. GansHegler ~ apartment rental
1,01250
6.
Suburban Cable. tv cable
2B.B9
7.
AAA Life Insurance - premium payment
25.75
B.
Verizon ~ telephone service
25.B9
9.
Universal Card - credit card
2B9.14
10.
AARP - Health Plan Option payment
13.00
11.
PP&L - electric charges
143.74
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$1,916.97
Copyright 2000 David James Thorpe:. Esq.
-'
COMMONWEALTH OF PENNSYI...VANIA
INHE.RITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Ruth B. Backenstoe
FILE NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RElATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER Do Not List Trustee{s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Karen B. Roberts Daughter Entire Estate
1802 Bridge Street
New Cumberland, PA 17070
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 15QOCOVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DtSTR1BUT10NS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAl. DISTRIBUTIONS
1.
TOTAL OF PART 11- 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)
CO'j)ynght 2000 David James Thorpe. Esq.
" ..
FORM 16 REG. WILLS
INVENTORY
of all real and personal estate of
Ruth B. Backenstoe
deceased, late of
3609-7 Kohler Place
(Number and street)
Hampden Township
(Borough or Township)
who died
March 23, 2001
(date of death)
,Cumberland County,
Pennsylvania,
PERSONAL ESTATE SCHEDULE
1.
2.
3.
Waypoint Bank stock, 30 shares @ $10.12 per share
Essex Mutual- Account No. 5EY-018389-1
Hartford Mutual Fund - Account No. 710605592
4.
5.
6.
Hartford Mutual Fund - Account No. 710335239
New England Mutual - Account No. V700715
PNC Bank - savings account No. 5000878115
7.
8.
9.
10.
Waypoint Bank - checking account No. 1000000058
Waypoint Bank - checking account No. 1003022406
Waypoint Bank - CD #7100000563
11.
1993 Ford Tempo automobile
Household furniture and furnishings
TOTAL
c:2/-01-rf14./y
(city)
17011
(Zip Code)
303.60
85,451.79
65,009.27
46,759.66
57,771.57
1,487.98
7,956.83
29,170.10
52,283.25
1,775.00
961.34
$348,930.39
n C;
~ a-- 9 :0
3 "'" CD
0- ".- n
(1" 0
t::J .....
E. :::j
---'j C":l f'f'i
~,:> I ..
\JI
;S;
.....
:1J Ui
)::,.
N
Copyright 2000 David James Thorpe, Esq.
.... ...... '"
AFFIDAVIT OF EXECUTOR OR ADMINISTRATOR
Com.tn01'lMJeafth; of PA
COUNlty of
Dauphin
}
55:
Personally before me, the undersigned authority,
a
notary public
in and for said County
and State, appeared
Karen B. Roberts
who, being duly sworn according
Ruth B. Backenstoe
to law, deposes and says that he is the executor or administrator of the estate of
, deceased, that the foregoing schedules constitute a complete inventory
and appraisement of the real and personal estate of
Ruth B. Backenstoe
deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures opposite each item of real and
personal estate in the foregoing schedules are determined and stated by the undersigned to be fair value of said items as
of the date of the decedent's death.
this
Sworn and subscribed before me
<]1 )1 day of November 2001
~r/Y~
} > EXECUTOR-ADMINISTRATOR
NOTARiAL SE.~ '
r.. KAY l DWUlET, NO~.:l1yPublic:
;\;~ of :1y,':~bt;rE' Daupr.:n County, PA DDITIONAL INSTRUCTIONS
, ".J l,om:ms.:o.;OI1 c.~~e.ires March 19 2002 I
The inventory shall be mea no ICl[c, t'h1m the date the account is filed or the due date, including any extension, for the
filing of the Inheritance Tax Return (9 months from the date of death) whichever comes first.
A Supplemental inventory must be filed within thirty days of discovery of additional
An original and two copies must be
Additional sheets may be attached as to personalty or
See Section 3301 et seq. Of the Probate Estates and Fiduciaries Code of 1972, as amended.
The inventory must be typed.
1.
2.
3.
4.
5.
6.
Q )> ~ "TI "TI (") "-, ,"-"', ." <
'-.., ,~ d
0' a. :::: CD cD' 0' ::0 <0 Q.
a. 0 CD a: -,-"'" :") ()
'" Cil -. '" .... ()
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CD CJl '< CD
0' 0' Z 0' 0
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t\)
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0 -< Q.
(I) 0'
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(I)
Dl
en
(I)
a.
Copyright 2000 David James Thorpe, Esq.
~
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
ZULLI FRANCIS A
109 LOCUST ST POBOX 1121
HARRISBURG, PA 17101
-----.-- fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 203-10-9391
FILE NUMBER: 21-2001- 0344
DECEDENT NAME: BACKENSTOE RUTH B
DATE OF PAYMENT: 12/05/2001
POSTMARK DATE: 1 2/04/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 03/23/2001
REMARKS: FRANCIS A ZULLI ESQUIRE
CHECK# 112
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 000605
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$321 .14
$321.14
'. /b-c2a2/-~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RecOl .Je
ReG,
of
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'02 FEB-1
P 1 :42
FRANCIS A ZULLI
WION ETAL
109 LOCUST ST
HBG
ESQ
Gterk .
PA 1~\tlJi.b8;
01-29-2002
BACKENSTOE
03-23-2001
21 01-0344
CUMBERLAND
101
Allount Rellitted
*'
REV-1547 EX AFP 112-00)
RUTH
B
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is'4-j-E3f-AFP--fi'2-:o0Y-NOY-iCE-OF-YNHEififAifci-yAX-A-PPRA-isEi'-ENT~--AL'rOWAifci-OR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BACKENSTOE RUTH B FILE NO. 21 01-0344 ACN 101 DATE 01-29-2002
TAX RETURN WAS: (X) 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 B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. 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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
255.295.89
.00
.00
93.634.50
13.750.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TA CRED TS:
PAY
DATE
06-14-2001
12-04-2001
NOTE:
EC PT
NUMBER
AA496727
CD000605
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
3.626.91
1.916.97
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
362.680.39
5.1;43 88
357.136.51
.00
357.136.51
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.OOXOO=
357.136.51 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
15.000.00
321.14
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
16.071.14
.00
.00
16.071.14
16.110.61
39.47CR
.00
39.47CR
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
LAW OFFICES
~ gull; <I <@akt
v
DAVID A. WION
FRANCIS A. ZULLI
JEAN D. SEIBERT
109 LOCUST STREET
P.O. BOX 1121
HARRISBURG, PENNSYLVANIA 17108-1121
(717) 236-9301
(717) 232-1488
FAX (717) 236-6100
Email: wzs@mindspring.com
VICTOR A. BIHL
OF COUNSEL
April 1, 2002
113 EAST MAl N STREET
HUMMELSTOWN, PA 17036
(717) 566-2501
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Dear Ms. Stainbrook:
RE: Estate of Ruth Backenstoe
{) 1- "=::;~
_*::.: = ~ ~
Please find enclosed a check in the amount of $3 .00 which represents the amount
due for the Short Certificate regarding the above referred to estate. Please mail the Short
Certificate to me in the enclosed envelope.
FAZ/ss
Enclosure
\1{;-c:J.:2/-0
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (01-021
FRANCIS A ZULLI
WION HAL
109 LOCUST ST
HBG
'02
APr< -1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-25-2002
BACKENSTOE
03-23-2001
21 01-0344
CUMBERLAND
101
Amount Rellitted
RUTH
B
ESQ
:~9
l;;S'H
PA 1~~q~IL
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv=i6'ij':.rEX-AFP-('oY:02Y------...--iNirERITANCE--YAX--STATEHE-riY-OF'-AccoUiff--.-..---------------- -----
ESTATE OF BACKENSTOE RUTH B FILE NO.21 01-0344 ACN 101 DATE 02-25-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-29-2002
PR I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
16.071.14
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2001 AA496727 789.47 15.000.00
12-04-2001 CDOO0605 .00 321.14
02-11-2002 REFUND .00 39.47-
TOTAL TAX CREDIT 16.071.14
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl.
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. l
.'
(}
IO~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: fLrTJf B B I1LKf.tJ STuf
Date of Death: AIJ /) /l (1-1 1. '3 "2 00 /
Will No.: 2 00 / - (Yo 3 if 'i Admin. No.:
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 l2r No 0
2. If the answer is No, state 'when the personal representative reasonably believes
that the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this rep
Date: ~rj 0 :3
ure
~
tlLlHJCI \
Name
r~ 1 L 0 C {J J f 5 +-
!-hr-tz iLr ~ 8 tL (l r; /
Address
/'
fc:L
ZJ2,-ILfRy
Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/07/2003
KAREN B ROBERTS
1802 BRIDGE STREET
NEW CUMBERLAND, PA 17070
RE: Estate of BACKENSTOE RUTH B
File Number: 2001-00344
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/23/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: ( File
Counsel
Judge