HomeMy WebLinkAbout03-0667Estate of
also known as
Register of Wills of~ County,
PETITION FOR GRANT OF
, Deceased
Pennsylvania
LETTERS
Social Security No. lq, 8 - ~-g~'79
Petidot~eHst. who islme 18 years ol age or oldm, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut
Decedent, dated and codicil(s) dated
__ named in the Last Will of the
State r~ev~t circumstances, e.g.. renunciation, deaLh 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
Petitioner(s) after a proper search has/have 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., heets if necessary.
Decedent was domiciled at death in
residence at i Od CEAY'zI,.- OP_-.,
Decedent, then ~ years of age, died
County, Pennsylvania, with his/her last family or principal
Decedent at death owned property with estimated values as follows:
(if domiciled in PA) All personal property ............................... $
(tf not domiciled in PA) Personal property in Pennsylvania ...................... $
(if not domiciled in PA) Personal property in County .......................... $
Value of real estate in Pennsylvania ............................................... S
Total .............................................................. $
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 (he grant of letters in the
appropriate form to the undersigned:
Typed or printed name and residence
,3 ~.~ ,,", 12-,,, 4. c.
C~O Prell, Or~ l-lOtl
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
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~onal representative(s) of the
Petitioner!s) .will well and truly administer the estate according~/ Decedent,
Swor. n to~a~m~ff,, J~r'medxand subscribed '
befere'me thi~- ~L[~ ~- day of
20(~
I
DECREE OF REGISTER
Estate of
EDWARD RUDA JR
Deceased No. o~1- 03'~ ~l~.7
also known as
Social Security No: 198-44-8~79 Date of Death: 7-30-2003
AND NOW, ~~ I.?_ , 20(~L~ , in consideration of the Petition
.on the reverse side here~, satisfactory proof having been presented before me,
IT IS DECREED that Letters [] Testamentary [] of Administration
are hereby granted to JASON RUDA
in the above estate and that the instrument(s), if any, dated
described in the Petition be admi~ed to probate and filed of recor~a~ th~st ~tlq~f Decedent.
~,.:~. . ~, ......~ ·
FEES
Short Certificate(s) ..........
Renunciation ..................
Affidavit ( ) .................
Extra Pages ( ) ............
Codicil ..........................
JCP Fee ........................
Inventory & Tax Forms...
Other ............................
Attorney:
I.D. No:
Address:
R~-7a
TOTAL ................
Telephone:
DATE FILED:
'-EF FO',:~ HL~
CERT. NO.
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
T 548058 7
August 5, 2003
Date of Issue of This Certification
Name of Decedent
Edward d. Ruda Jr.
FitFI Middle
Sex Male Social Security No. 198-44-8879
Date of Birth Aug. 21, 1954 Birthplace Harrisburg,
Place of Death Rural Road Cumberland
PA
Last
Date of Death 7 - 30 - 2003
Middlesex Twp. Pennsylvania
Facility Name
Race. White Occupation Laborer
Decedent's
Marital Status Divorced Mailing Address
Informant Almeda R. Rude
Name and Address of
Funeral Establishment
Part h Immediate Cause
(a)
(b)
(c)
(d)
Part Ih Other Significant Conditions
Davi'd Myers
Multiple Traumatic
100 Pearl
City Borough or Township
Armed Forces? (Yes or No)
Drive Carlisle
Numbel Stlee[ City or Town
Funeral Director Sally A. Myers
Funeral Ho_me'~ Newport, PA 17074
Injuries
No
PA 17013
State
Interval Between
Onset and Death
Manner of Death
Natural ~ Homicide []
Accident ~X Pending Investigation []
Suicide fl_~ Could not be Determined []
Describe how injury occurred:
Pedestrian struck by truck
Name and Title of Certfier
Michael L. Norris Coroner
Address
(M.D., D.C., Coroner, M.E.)
6375 Basehore Road, Suite #1, Mechanicsburg, PA 17050
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 f iling~~~ ~ '~~-~ ~./ 50-455
August 3, 2003 01 New Bloomfield, PA 17068
D~t,? Re~ elved by Lo[.a~ Registrar Street Address City Borough, Township
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH
REGARDLESS OF THE STATUS OF THE ESTATE. IF THE ESTYE IS NOT
COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edward Ruda, 3r.
Date of Death:
July 3o, 9oo3
Estate No.
PA File No. 21-o3-o667
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-referenced estate:
State whether administration of the estate is complete:
Yes No X
If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
Pending Litigation
Date:
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 No
D. Copies of receipts, releases, joinders and approvals of formal or informal
may be
accounts may be filed with the Clerk of the Of!~hans' Court and
attached to this report.
//fl
!. ....
Signature ~/'~
(MAH:rmt/AM3)
R.W.-58
Capacity
Bruce D. Foreman, Esquire
Foreman & Foreman, PC
44o9 N. Front Street
Harrisburg, PA Wno-wo9
(717) ~36-9391
X
Personal Representative
Counsel for Personal Representative
rule5-6.not
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
PA File No.
EDWARD RUDA, JR.
July 30, 2003
21-03-0667
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 October 28, 2003.
Name Address
Jason Ruda
42 Stephen Road, Apartment 4F, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule,~except:
No exception. ~
Dated: October 28, 2003 Signature ~_~-,_~
l~ruce D~ FoYen~a~, Esq.
4409 North Front Street
Harrisburg, PA 17110
Capacity: __ Personal Representative X Counsel for Personal Representative
Name (s), address (es), and telephone number (s) of all counsel
Name Address Telephone
Bruce D. Foreman 4409 North Front Street (717) 236-9391
Harrisburg, PA 17110
Additional information may be obtained from the undersigned. ~
Dated: October 28, 2003 Signature ~ _
~ D. F-~or
Capacity: ~Personal Representative
3207 North Front Street
Harrisburg, PA 17110
X Counsel for Personal Representative
CUMBERLAND COUNTY
REGISTER OF WILLS
AND
CLERK OF THE OPHANS' COURT
FACSIMILE TRANSMITTAL SHEET
TO: FROM:
KIRK S SOHONAGE JACKIE AUST, DEPUTY
COMPANY: DA] E:
Saidis, Shuff, Flower & Lindsay 2./20/04
FAX NUMBER:
(717) 7~9~3~72~4a_
PHONE NUMBER:
TOTAL NO. OF PAGES INCLUDING COVER:
SENDER'S REFERENCE NUMBER:
RE: YOUR REFERENCE NUMBER:
ESTATE OF EDWARD RUDAJR 21-03-667
[] URGENT g~ FOR REVIEW [] PLEASE COMMENT [] PLEASE REPLY [] PLEASE RECYCLE
NOTES/COMMENTS:
ENCLOSED IN THIS FAX IS AN ESTATE THAT HAS ALREADY BEEN
PROBATED BY THE SON OF EDWARD RUDA JR, THEREFORE LETFERS HAVE
ALREADY BEEN ISSUED TO MR. RUDA'S SON. LOOK THEM OVER PLEASE AND
GET BACK TO US TO LET GLENDA AND I KNOW WHAT OUR NEXT STEP IS.
THANK YOU
JACKIE
I COURTHOUSE SQUARE
CARLISLE PA 17013
PHONE: 717-240-6345
FAX: 717-240-7797
:'~"~_ ~~ '~ DEPT. 280601
~ HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFiCiAL USE ONLY
FILE NUMBER
COUNTY CODE YEAR N-U M 8 ER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
RUDA, Edward Jr.
DATE OF DEATH (MM-DD-YEAR) DATE Of BIRTH (MM-DD-YEAR1
07-30-2003 08'-21-1954
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
1 98 - 44 - 8879
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
0
~1. Onginal Return
~._~4. Limited Estate
F-'~ 6. Decedent Died Testate (Attach
E~]9. Utigation Proceeds Received
E~2. Supplemental Return
~'-~ 4a. Future Interest Compromise (date of death after 12-12-82)
E~7. Decedent Maintained a Living Trust (Attach c~py of Trust)
E~ 10. Spousal Poverb/Credit (date of death between 12-31-91 and 1-1-95)
F--J3. Remainder Retum (data ef dearn prior to 12-13-82)
E~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
E~11. Election to tax under Sec. 9113(A) (^~ch sch o)
NAME
Bruce D. Foreman, Esquire
FI,[~Vl NAME, ....
~'oreman & Foreman, PC
TELEPHONE
(717) 236.9391
1. Real Estate (Schedule A) (1)
2. Si:ocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
COMPL~EMAILINGADDRESS
4409 N.' Front Street
Harrisburg, pA 17110-1709
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not. been
made (Schedule J)
14. Net Value Suhiect to Tax (Line 12 minus Line 13)
7,323,89
6t455.76
(8)
7,323.89
(11}
(12)
(13}
(14)
6,455,76
868.13
868.13
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE PATES
15. Amount of Line 14 taxable at the sDousal tax
rate, or transfers under Sec. 9116 (a!(1.2)
16. Amount of Line 14 taxable at lineal rate 8 6 8. 1 3
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 1,t Iaxauie a~ collaterai rate
x .o .. ¢5)
× .o 45 (16)
x .12 {17)
x .15 (18)
39.07
39.07
19. Tax Due 1191
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS PERSONAL PROPERTY
ESTATE OF EDWARD RUDA, JR.
File Number
Item #
1.
Description
Amount
Personal Injury Settlement approved by the
Court of Common Pleas to 04-1031 by Order of
March 22, 2004 by the Honorable Judge Edgar B. Bayley
$5,323.89
Approved Attorney fees for Foreman & Foreman, PC
under Court Order of March 22, 2004 to 04-1031 by
the Honorable Edgar B. Bayley
$2,000.00
Total $7,323.89
MAR 1 5 2.004
JASON RUDA, individually and as
the Administrator of the ESTATE
of EDWARD RUDA, JR.,
Petitioner
PROGRESSIVE INSURANCE
COMPANY,
Respondent
· IN THE COURT OF COMMON PLEAS
· CUMBERLAND COUNTY, PENNSYLVANIA
· NO. ~ --'/~1
..
· CIVIL ACTION - LAW
ORDER OF COURT
I
of the foregoing Petition,
,2004, upon consideration
IT IS HEREBY ORDERED that:
1. The above parties may compromise the action set forth in the Petition to Approve
Settlement of Wrongful Death and Survival Actions for the principal sum of $88,000.00.
2. Jason Ruda, Administrator of the Estate of Edward Ruda, Jr., Deceased, is
authorized to distribute the monies in this action as follows:
Authorize the payment of counsel fees in the
amount of $29,333.33 and costs in the amount of
$436.54 to Handler, Henning & Rosenberg, LLP,
from the funds due;
Authorize the payment of said lien against
Decedent's Estate in the amount of $3,000.00 to
CNA Claim Plus;
Authorize the payment of said Estate Attorneys fee
in the amount of $2,000.00 to Foreman & Foreman,
P.C.; and
Direct distribution of the remaining net proceeds of
the settlement as follows:
To the Petitioner, Jason Ruda, son, for'the
wrongful death action, the amount of
$47,908.89; and
ii.
To the Estate of Edward Ruda, Jr., for the
survival action, the amount of $5,323.89.
Approve the allocation of 10% to the Survival Action
and 90% to the Wrongful Death allocation as
approved by the Commonwealth of Pennsylvania,
Department of Revenue.
BY THE COURT:
TRUE COPY FROM RECORD
In Testimony whereof, ! here unto set my hand
Estate of
EDWARD RUDA, JR.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
File Number:
A. FUNERAL EXPENSES:
Bo
David M. Myers Funeral Home (less work comp payment)
James R. Gingrich Memorials
Clarion Convention Center and Hotel (reception)
ADMINISTRATIVE COSTS:
Personal Representative's Commissions:
Name of Personal Representative(s): Jason Ruda
Social Security Number(s) of Personal Representative(s):
Address: 42 Stephen Road, Apt. 4F, Camp Hill, PA x7o~
Year(s) Commission Paid:
Attorney Fees: FOREMAN & FOREMAN,PC
Family Exemption: (If decedent's address is not the
same as claimants, attach explanation)
Claimant: Carol Balser-Blackwell
Address:
Relationship of Claimant to Decedent:
Probate Fees: Filed 8/~2/2oo3
Advertising Fees - Cumberland Law Journal
Advertising Fees - The Sentinel
$2,952.78
$607.00
$695.63
$2,000.00
$37.00
$75.00
$88.43
TOTAL $6,455.76
March 9, 2004
Attorney David Rosenberg
1300 Linglestown Road
Harrisburg, Pennsylvania 17110
Dear Atty. Rosenberg,
Per our conversation, I am sending this correspondence regarding the funeral
expenses that I incurred while burying my son, Edward J. Ruda Jr. The funeral expenses
I incurred are the following:
David M. Myers Funeral Home
Second And Walnut Streets
Newport, Pennsylvania
(These expenses included the funeral, burial vault
grave casket, grave opening, etc.)
$2,952.70
James R. Gingrich Memorials
5243 Simpson Ferry Rd.
Mechanicsburg, Pennsylvania
(Grave marker, border and foundation)
$ 607.00
Clarion Convention Center And Hotel
1700 Harrisburg Pike,
Carlisle, Pennsylvania
(Reception after services for family and
friends, many out of town)
TOTAL
$ 695.63
$4,255.33
This represents the expenses I incurred burying my son. If you have any
questions, please feel free to contact me at 717-243-3161. I look forward to heating from
you concerning these expenses.
Sincerely,
Aimeda M. Ruda
100 Pearl Drive
Carlisle, Pennsylvania 17013
RECEIPT FOR PAYMENT
Cumberland Counyy - Register Of Wills
Hanover and Hiqh Street
Carlisle, PA I7013
Receipt Date
Receipt Time
Receipt No.
8/12/2003
15:29:09
1033717
RUDA EDWARD JR
File Number
Remarks
2003-00667
FOREMAN & FOREMAN
JA
........................ Distribution Of Receipt ........................
Transaction Description Payment Amount Payee Name
LETTERS ADM ISSUED 18.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 9.00 CUMBERLAND COUNTY GENERAL FUN
JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D
Check# 2350 ~337.00
Total Received ......... 7 00
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
SEPTEMBER 12, 2003
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Matthew T. Kelly, ESQUIRE
RE:
Edward Ruda, Jr. ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
AUGUST 29, SEPTEMBER 5, 12, 2003
Advertising Cost
Proof of Publication
Second Proof Request
Payment Received
Total Amount Due
Payment received AUGUST 26, 2003
by Becky H. Morgenthal/Executive Director
$ 75.00
$ 0.00
$ 0.00
$ 75.00
$ 0.00
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
SS.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Joumal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
AUGUST 29, SEPTEMBER 5, 12, 2003
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Ruda, Edward, Jr., dec'd.
Late of Cumberland County.
Executor: Jason Ruda, 42 Ste-
phen Road, Apt. 4F, Camp Hill,
PA 17011.
Attorneys: Matthew T. Kelly, Es-
quire, Foreman & Foreman, P.C.,
4409 North Front Street, Har-
risburg, PA 17110-1709.
(//Lt'sfi l~arie Coyn~ Editor
SWORN TO AND SUBSCRIBED before me this
12 day of SEPTEMBER, 2003
Notary ~ /// ':
NOTARIAL SEAL ..i
LOIS E. SNYDER, Nota~7 Publicr,
Cadisle Boro, Cumberland C°unty.,,i,~
My Commission Expires March 5, 2005,
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Lori Saylor, Classified Advertising Manager of THE SENTINEL,
of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th,
1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice
or publication attached hereto is exactly the same as was printed and published in the regular editions and
issues of THE SENTINEL on the following dates, viz
Copy of Notice of Publication
NOTICE
LETTERS TESTAMEN-
TARY on the Estate of
EDWARD RUDA, JR.,
late of Cumberland
County, Pennsylvania,
having been granted to
the undersign~ed, all per-
sorts indebted to the
s~ld Estate ara required
, te make immediate
payment and tho~e hav-
ing claim~will present
:them for settlement~o:
Jason Rude
ApL 4F
Camp Hill, PA 17011
Or~o: ~
Me,hew T. Kelly, F.~quiro
FOreman & Foreman, PC
4409 North Front Street
Herrleburg, PA
17100-1709
August 20 & 27 & September 3, 2003
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
September 3, 2003
Sworn to and subscribed before me this 3rd
day of September ,2003.
Notary Public
My commission expires:
NOTARIAL SEAL
ELLEN B. RUNDLE, Notary Public
Mechanicsburg, Cumberland County
REMITTANCE ADDRESS BILL TO
THE SENTINEL - LEGAL FOREMAN & FOREMAN
P.O. BOX 130, CARLISLE, PA 17013
,AD NUMBER I CLASS SALESPERSOi% BILLING DATE LINES
249896I 10 PUBLIC NOTICES c31 09/03/03 24
AD DESCRIPTION START DATE STOP DATE
NOTICE LETTERS TESTAMEN- TARY ON TH 08/20/03 09/03/03
PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 82.08
TOTAL AD CHARGE 82 . 08
3 PROOF OF PUBLICATION 01PRF 6.35
DAYS RUN
PURC.ASEO.DER PAY THIS AMOUNT 88 43 106 12.
Edward Ruda, Jr ' '
* AFTER 10/03/03
MESSAGE:
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Lori Saylor 243-2611 ext. 201
Fax your legals to 243-3754, attention Lori Saylor
You can also EMAIL your legal to Classified ads: ads@cumberlink.com.
Please send a cover letter including your name and address as an attachment
DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT
THE SENTINEL - LEGAL
P.O. BOX 130, CARLISLE PA 17013 Edward Ruda, Jr
AD NUMBER CLASS0 START DATE STOP DATE
249896 PUBLIC NOTICES 08/20/03 09/03/03
AD DESCRIPTION BILLING DATE TELEPHONE NUMBER
NOTICE LETTERS TESTAMEN- TAR¥ ON TH 09/03/03 717-236-9391
GROSS AMOUNT OF
106.12
DUE AFTER 10/O3/O3
FOREMAN & FOREMAN
4409 N. FRONT STREET
HARRISBURG, PA
17110-1709
20200000002498960000000000000001061200000088433
TOTAL AMOUNT DUE
88.43
ENTER AMOUNT ENCLOSED
Estate of
Also known as
Register of Wills of Dauphin County, Pennsylvania
INVENTORY
EDWARD RUDA, JR.
,Deceased.
No.
Date of Death: 07/30/03
Social Security No. 198-44-8879
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. I/We verify that the statements made in this Inventory are
true and correct. 1/We understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section
4904 relating to unsworn falsification to authorities.
Name of
Attorney:
I.D. No.:
Address:
Telephone:
Bruce D. Foreman, Esquire
21193
4409 North Front Street
Harrisburg, PA 17110-1709
(717) 236-9391
Personal Representative:
Jason Ruda
42 Stephens Road, Apt 4F
Camp Hill, PA 17011
Date:
Description Value
Settlement on Personal Injury Claim approved by the
Court on March 22, 2004 by the Honorable
Judge Edgar B. Bayley to No. 04-1031.
$7,323.89
(Attach Additional Sheets if necessary) Total
$7,323.89
the value of each item, but such figures should not be extended into the total of the Inventory.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003861
FOREMAN & FOREMAN
4409 N FRONT STREET
HARRISBURG, PA 17110
........ fold
ESTATE INFORMATION: SSN' 198-44-8879
FILE NUMBER: 21 03-0667
DECEDENT NAME: RUDA EDWARD JR
DATE OF PAYMENT: 04/23/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/30/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $39.07
REMARKS'
FOREMAN & FORMAN
TOTAL AMOUNT PAID:
$39.07
SEAL
CHECK# 5598
INITIALS: SK
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 THE ES'ITE IS NOT
COMPLETED, FILE A 6.xa FORM ~Y UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
EDWARD RUDA, JR.
Date of Death:
JULY3o, 2oo3
Estate No.
aoo3-oo667
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-referenced estate:
State whether administration of the estate is complete:
Yes X No
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. ~ 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: (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 Clerk of the Or_phans'~Court and may be
attached to this report. /~/~_~~
Signature
(MAH :rmt/AM3)
R.W.-58
Capacity
Bruce D. Foreman, Esquire
Foreman & Foreman, PC
44o9 N. Front Street
Harrisburg, PA ~7~oq7o9
(7~7) a36-939;t
Personal Representative
Counsel for Personal Representative
X
rule5-6.not
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Will No.
To the Register:
EDWARD RUDA, JR.
JULY 30, 2003
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 June 2, 2004.
Name Address
Jason Ruda
Almeda Ruda
42 Stephen Road, Apt. 4F, Camp Hill, PA 17011
100 Pearl Street, Carlisle, PA 17013
Notice has now been given to
exception.
Dated: June'S., 2004
all persons entitled thereto under/~Rule 5.6 except: No
Signature t3 mc~e D. ~or~an, Es~iuire~ ~-"~
4409 North Front Street
Harrisburg, PA 17110
Capacity: __ Personal Representative X Counsel for Personal Representative
Name (s), address (es), and telephone number (s) of all counsel
Name Address
Bruce D. Foreman 4409 North Front Street
Harrisburg, PA 17110
Telephone
(717) 236-9391
Additional information may be obtained from the undersigned.
Dated: June~2004 Signature /~ ~ ~~x~
l~ruce D. F~rre~squire
4409 North Front Street
Harrisburg, PA 17110
Capacity: __ Personal Representative X Counsel for Personal Repregentative
GENERAL RELEASE
KNOW ALL MEN BY THESE PRESENTS:
THAT AI,MEDA M. RUDA, in consideration of the receipt of Four Thousand Two
Hundred Fifty Five and 33/loo ($4,255.33) Dollar and other good and valuable
consideration does hereby remise, release and forever discharge the Estate of Edward
Ruda, Jr. and Jason Ruda, Administrator of the Estate of Edward Ruda, in
his capacity as Administrator and individually, and Foreman & Foreman,
PC, a Pennsylvania, Corporation, and their respective heirs, executors,
administrators, successors or assigns of an from all and any manner of actions, causes of
actions, suits, debts, dues, accounts, contractual agreements, judgments, claims and
demands whatsoever in law or in equity, especially from any obligations, liabilities,
claims or payments required particularly arising from administration of the Estate of
Edward Ruda, Jr. or any debts or obligations owed from Edward Ruda to
Almeda M. Ruda or expenses paid by Almeda M. Ruda for the Estate of Edward
Ruda, Jr., or any other claims which she ever had, now has or which her heirs, executors,
administrators, successors or assigns, or any of them, hereafter can, shall or may have,
for, or by reason of any cause, matter or thing whatsoever to the date of these presents.
IN WITNESS WHEREOF, the said ALMEDA RUDA has hereunto set her hand and
seal the [ ~ ~ day of [~ ~ C', I ,2004.
WITNESS:
ALMEDA M. RUDA
GENERAL RELEASE
KNOW ALL MEN BY THESE PRESENTS:
THAT JASON RUDA, in consideration of the receipt of One Thousand Fourteen
Dollars and 49/~oo ($1,o~4.49) Dollar and other good and valuable consideration does
hereby remise, release and forever discharge the Estate of Edward Ruda, Jr. and
Jason Ruda, Administrator of the Estate of Edward Ruda, in his capacity as
Administrator and individually, and Foreman & Foreman, PC, a
Pennsylvania, Corporation, and their respective heirs, executors, administrators,
successors or assigns of an from all and any manner of actions, causes of actions, suits,
debts, dues, accounts, contractual agreements, judgments, claims and demands
whatsoever in law or in equity, especially from any obligations, liabilities, claims or
payments required particularly arising from administration of the Estate of Edward
Ruda, Jr. or any debts or obligations owed from Edward Ruda to Jason
Ruda or expenses paid by Jason Ruda for the Estate of Edward Ruda, Jr., or any other
claims which he ever had, now has or which his heirs, executors, administrators,
successors or assigns, or any of them, hereafter can, shall or may have, for, or by reason
of any cause, matter or thing whatsoever to the date of these presents.
IN WITNESS WHEREOF~ th/~/aid JASON RUDA has hereunto set his hand and seal
the z/rg'~ day of _ . _fi__. , 2004.
WITNESS:
¢
NOTARIAL SEAL
MICHELE A. RENEKER, Notary Public
City of Harrisburg, Dauphin County
._..~Commission Expires March 17, 2007
BUREAU OF ZNDTVZDUAL TAXES
TNHERTTANCE TAX DTyTSTON
DEPT. 18060!
HARRTSBURG) PA 17128-0601
CONHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF ZNHERZTANCE TAX
APPRAZSEHENT) ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RE¥-1547 EX AFP (01-55)
BRUCE D FOREHAN ESQ
FOREHAN & FORENAN
4409 N FRONT ST
HBG
PA 17110
DATE 06-14-2004
ESTATE OF RUDA
DATE OF DEATH 07-$0-Z005
FILE NUHBER 11 0:5-0667
COUNTY CUHBERLAND
ACN 101
Amount Ram/fred
EDWARD J
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 1701:5
CUT ALONG THIS LINE t~~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF RUDA EDWARD J FILE NO. 21 0:5-0667 ACN 101 DATE 06-14-2004
TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rmal Estate (Schedule A) (1).
2. Stocks and Bonds (Schedule B) (2)
$. Closely Hmld Stock/PartnmrshAp Zntmrast (Schedule C) ($)
~. Hortgagas/Notms RmcaAveble (Schedule D) (~)
E. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXENPTIONS:
9. Funeral Expenses/Adm. Costs/flAsc. Expenses (Schedule H) (9)
10. Debts/Hortgage LAabAIAtAas/LAens (Schedule Z) (10)
11. Total Deduct/ohs
12. Net Value of Tax Return
1~.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
O0
O0
O0
O0
7,,:523.89
O0
0O
(8)
6,455.76
.00
NOTE: To Ansurm proper
credit to your account,
submAt the upper port/on
of thAs form with your
tax payment.
NOTE:
7,:52:3.89
(11) 6.45~. 76
(lZ) 868.1:5
('ts) .00
(1~) 868.15
If an assessment Nas issued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
ASSESSNENT OF TAX: 15. Amount of LAne 1~ at Spousal rate
16. Amount of L/ne 1~ taxable at LAneal/Class A rate
17. Amount of LAne 1~ at SAblAng rate
18. Amount of LAne 1~ taxable at Collateral/Class B rate
19. PrAnci~al Tax Due '. ~'.~.
TAX CREDITS ·
PAYI~ENT RECEZPT DISCOUNT (+J
DATE NUNBER INTEREST/PEN PA/D (-)
04-2:5-2004 . O0
CD005861
18 and 19 will
IF PA/D AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADD/TZONAL /NTEREST.
(15) .00 x O0 = .00
(16) 868.1:5 x 045 = :59.07
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= :59.07
ANOUNT PAZD
:59.07
TOTAL TAX CREDIT :59.07
BALANCE OF TAX DUEI .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 1F TOTAL DUE 1S LESS THAN $1, NO PAYHENT 1S REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE I~ .
A REFUND. SEE REVERSE S/DE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December 12, 1982 -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of tho decedent after tho expiration of any estate for
life or for years, the Commonwealth hereby expressZy reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 6 (collateral) rate on any such future interest.
PURPOSE OF
NOT[CE:
PAYNENT:
REFUND (CR):
06JECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Z1~0 of the Inheritance and Estate Tax Act, Act 15 of ZOO0. (72 P.S.
Section 91~0).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, which mas not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance end Estate Tax" (REV-IS15). Applications are available at the Office
of the Register of Hills, any of the Z$ Revenue District Offices, or by calling the special Z0`-hour
answering service for forms ordering: 1-800-381-2050; services for taxpayers with specie! hearing and / or
speaking needs: 1-800-0`0`7-3010 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dapt. 161021, Harrisburg, PA 17116-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in mriting to: PA Department of Revenue,
6ureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 160601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
[f any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the lute1 of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the tho same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (l) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of
six (61) percent par annum calculated et a daily rate of .000160`. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 196Z through ZOO0` are:
Interest DaiIy Interest Daily Interest
Year Rate Factor Year Rate Factor
196Z 207. .00050`8 ~'8-1991 117. .000301
1983 161 .0000`~6 1992 97. · 00020,7
1980` 117. .000301 1993-1990` 72 .00019Z
1965 137. .000356 1995-1998 97. .00020`7
1966 107. .000270` 1999 77. .000192
1987 10Z .000270` ZOO0 72 .000191
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
Dmily
Year Rate Factor
2001 9Z .000247
ZOOZ 61 .000160`
Z003 51 .000137
2000` 0`2 .OOOllO
X NU)~BER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must bm calculated.