HomeMy WebLinkAbout02-0271PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of Christina M. Boore No.
al~o known as To:
Deceased.
Social Security No. 009-48-7563
&I-O -A'I I
Register of W~Is for the
County of diS. b6rland., in the
Commonwealth of Pennsylvama
The petition of the undersigned respectfully represents that:
Your petit~,, who is/are 18 years of age or older, appl les
(d.b.n.; pendenle lite; durante ab~mia; durante minorilate)
the above decedent.
Dec~'dent was domiciled at death in Camber!and
h er last family or principal residence at 85 Oxford
at
for letters of administration
on the estate of
County, Pennsylvania, with
Road~$outh Middleton Tw~,Gardnmrs,PA 17324
(list stre~t, nu_m_ _her, Twp. or Boro.)
"e 37
Decedent, ~a~is le
,, yeats of age, ~ed December 18, 2001
Reg-[onal Me~h_cal Cente~; Carlisle,
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ 5,000
$
$.
Petitioner after a proper search has
the following spouse (if any) and heirs:
Name
Stephen G. Boore
ascertained that decedent left no will and was survived by
Relationship Residence
husband 85 Oxford Road: C-mrdn~r~: PA
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration 'in the
appropriate form to the undersigned.
' St~ephen G. Boore
85 6b~ford ROad
Gardne. rs, PA 17324
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF ~U~-~ERLAND
The petitioner(s) above*named swear(s) or affh*m(s) that the
statements in the foregoins petition are true and correct to thc best
of thc knowledge and belief of petitioner(s) and that as personal
representative(s) of thc above decedent petitioner(s) will well and
· · w //
Sworn to or aff'u'm~ and subscribed~ [' .~.~'~g~ ~_ ~-~
~--; ..... 'this . l~th day o! / o~! ........
/r - ' D~ieter .J~ ~ ~ - '~/ · ~ .... ~ ~"~
NO, 21-2002-271
~S~ of Christina M. Boore
GRANT OF LETTERS OF ADMINISTRATION
March 15th ~ in consideration of tbe p~lition on
AND NOW
the reverse side hereof, satisfact, ory pr~oof..having b,~n presented before me,
IT IS DECREED that Stephen ~. ~oore
is/are entitled to L~tters of Administration, and in accord with such fmdinL L~t~rs of Administration
,tep en J. o~ce
arc hereby ~-anted to _
..... C~tina M. Boore
in the ~te of
l~-tters of Administration ..... ~2~.00
Short Ccrtificatcs(2) ....... .00 _
Renunciation ................
JCP $_ 5.00
TOTAL ---- $ 36.00 _
Filed March 15.t.h.,.~OOX
MARY C. LEWIS
Josevh D. Buckley, Esquire 38444
ATTORNEY (Sup. C~. I.D. No.)
1237 Holly Pike Carlisl.e,
ADDRESS
(717) 249-2Z~48
PHONE
FIRST , THUg PUT IN AS'fORNEY'S BOX JOSEPH D. BUCKLEY
Name of Decedent:
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Christina M. Boore
Date of Death:
Will No.:
To the Register:
December 18, 2001
AdminNo.: 2002-00271
I certify that notice of (beneficial interest) estate administration required by Rule ~.6(a) of the Orphans' Court Rules
was served on or mailed to the following beneficiaries of the above-captioned estate on ~arch 16, 2'002 :
Name Address
Stephen G. Boore 85. Oxford Road, Gardners~ PA 17324
Michael J. Chambers 85 Oxford Road, Gardners, PA 1732A
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none
Date:
Joseph D. Buckle7~ Esouire
Name
Capacity:
1237 Holly Pike
Carlisle, PA 17013
Address
(.717) 249-2448
Telephone
[-'] Personal Representative
['Y] Counsel for personal represehtative
STATUS REPORT UNDER RULE 6.12
NameofDecedcnt: Christina M. Boore
Date of Death:
December 18~ 2001
WillNo.: 2002-00271 Admin. No.: 21-02-0271
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:
State whether administration of the estate is complete:
Yes [--] No ~
If the answer is No, state when the personal representatije reasonably believes
that the administration will be complete: "F~..~~ ~ ~
3. If the answer to No. 1 is Yes, state the following:
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 au account informally to the parties
in interest? Yes [--] No I~
Date:
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 reoot~
Joseph D. Buckley, Esquire
Name
1237 Holly Pike
Carlisle, PA 17013
Address
, (717) 249-2448
Telephone No.
._-) · Capacity:
[] Personal Representative
[] Counsel for personal representative
V-1500 EX
COMMONWF.~LIH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
, DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500 I OFFICIAL USE ONLY
INHERITANCE TAX RETURN P,...UMB..
RESIDENT DECEDENT cou. c®
Z
U.I
W
~oo
DECEDENT'SNAME(~ST, FIRS~DMIDBLEINITIAL)
Boore, Cbt±st±ne M,
D~EOFD~TH(MM-DD-Y~R)i~_i~_O! ID~EOFBIRTH(MM'DD'Y~R)01-17-64
(IFAPPLIC~LE)SURVIVING'SPOUSE'SNAME(~S~FIRS~DMIDDLEINITIAL)
Boore, Stephen G.
SOCIAL SECURI~ NUMBER
009 - 48 - 7563
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
182 -- 50 -- 5544
[~]1. Odginal Return
r-j4. Limited Estate
[--~ 6, Decedent Died Testate (A~tach copy of wi~)
[~9. Litigation Proceeds Received
~ 2. Supplementa! ,Ri!urn
I--] 4a. Future Interest Compromise (date of death alter 12.12-82)
I---] 7. Decedent Maintained a Living Trust (A~ch ~y of Trus:)
--"]10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
[-]3, Remainder Return (date of daath morte 12-13-82)
[---]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
--]11. Election to tax under Sec, 9113(A) (Attach SCh O)
Z
Z
0
o
NAME
Joseph D. Buckle¥
FIRM~Ea(~ices of Joseph D.
TELEPHONE NUMBER ( 717 ) 249- 2448
Buckley
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule 8) (2)
3. Closely Held Corporation, Par~erahip 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)
I---I 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 Oedu,~ioue (total Lines 9 & 10)
12. Net Value of Esti~ (Line 8 minus Line 11)
13.
COMPLETE MAILING ADDRESS
1237. HollX pike
Carlisle, PA 170.13
14.
-0-
,:***OFFICIAL USE ONLY
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8) -0-
(11) -0-
(12) -0-
(13) -0-
(14) -0-
SEE INSTRUCTIONS, ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15)
16. Amount of Line 14 taxable at lineal rate x .0 (16)
17. Amount of Line 14 taxable at sibling rate x ,12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19, Tax Due (19)
20. i~l Il Ill ~ I~1 · ~ I~ ~ '~
-0-
-0-
Decedent's Complete Address:
STREET ADDRESS 85 O~fo~d Road
CITY
Gardners ISTATE PA I ZIP 17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C )
3. Interest/Penalty if applicable
D. Interest ~.~
E. Penalty Total Interest/Penalty ( D + E )
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE,
(1)
(2)
(3)
(4)
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE,
Make Check Payable to: REGISTER OF WILLS, AGENT
-0-
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No,
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred; .............................................. i ........................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
~. retain a reversionary interest; or .......................................................................................................................... []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurre, d after December 12, 1982, did decedent transfer property within one year of death
without receivihg 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 penalties of perjury I declar,e,.th~ave examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than t,~.?.,~rsonal ~presentative is based on ali information of which preparer has any knowledge.
O DATE
~IGNATURE R FILING RETURN ~/,~, -'~,' ~_~fji;j?~
ADDRESS'/~'"~//~ ~ /'~-1.~'1,.~ ~ ~'c¥"~0 ~ ~'~ / 7~t/3
ENTATIVE DATE
/Z~g 7
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)l
The statute does not exemot 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 i
the surviving 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 aJoptive paren
or a stepparent of the child is 0% [72 RS. {9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {9116(1.2) [72 RS. {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 RS. {9116(a)(1.3)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date 0fDeath: ~eoe,~ ~ X ~", ,goal
Will No.:
Admin. No.: go o ~_ ,- CD0 ~ 7/
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 [] No E]
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer tO No. 1 is Yes, state the following:
ao
Did the personal representative file a final account with the Court?
Yes _ No E~] / w :~c_~,~,v~ 6-x~-: ~o ,4-~rc-2-x
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? Yes [-'] No F"]
Co
Date: 2-~- O W
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 report/
Signature V
Name' ~
Capacity:
Address ~
Telephone No.
~'] Personal Representative
[~' Counsel for personal representative