HomeMy WebLinkAbout07-05-05
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/05/2005
SALADIK J. MICHAEL, ESQ.
234 NORTH DUKE STREET
LANCASTER, PA 17608-1533
RE: Estate of BOODA HUGH M
File Number: 2005-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
07/18/2005
Your prompt attention to this matter will be appreciated.
Thank You.
a:~
GLENDA FARNER STRASBAUG
Clerk of the Orphans' Co
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/05/2005
BOODA CHARLES K JR
211 WILLOW VALLEY SQ
LANCASTER, PA 17601
RE: Estate of BOODA HUGH M
File Number: 2005-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.6 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by:
07/18/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~.
GLENDA F~R^,BAUGH
Clerk of the Orphans' Cour
cc: File
Counsel
Judge
REV . 1600 EX + f6~O)
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
,FILE NUMBER
21
COUNTY CODE
05
YEAR
00335
NUMBER
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17126-0601
I
I ~ 1. Original Return 0 2. Supplemental Retum 0 3. Remainder Retum (date of death prior to 12-13-82)
I 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 0 5. Federal Estate Tax Return Required
12-12-82)
I ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes
oj Will) copy of Trust)
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113(A) (Attach Soh 0)
! 12-31-91 and 1-1-95)
ITHIS.SECTION MUST 13E.c:qNlPLETED. Al.LC:ORRESPONDENCE.ANPCONFIDENTIAl.TAxINFORNlA,.IONSHOUl.DBEOlI'tECTEOTO;
NAME I COMPLETE MAILING ADDRESS
J. Michael Saladik I
IRM NAME (Ij applicable) i 234 North Duke Street
I Herr & Low, p.e. I Lancaster, PA 17602
JrELEPHONE NUMBER i
I 717/397-7544
I 1. Real Estate (Schedule A)
I
2. Stocks and Bonds (Schedule B)
....
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III
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III
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III
o
i DECEDENT'S NAME (LAST. FiRST. AND MiDDLE INITIAL)
. Booda, Hugh Marlin
i DATE OF DEATH (MM-DD-YEAR) I DATE OF BiRTH (MM-DD-YEAR)
! 03/03/2005 i 11/20/1929
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
184-22-0273
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURiTY NUMBER
(1 ) None
(2) None
(3) None
(4) None
(5) 7,364.86
(6) None
(7) None
(8)
(9) 4,109.62
(10) 465.46
OFFICIAL USE ONLY
III
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
7,364.86
(11 )
4,575.08
2,789.78
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election 10 tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(13)
(14)
2,789.78
334.77
334.77
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
;::
~
::>
~ 17.Amounl of Line 14 taxable at sibling rate 2,789.78 x .12 (17)
::;
0
0
>< 18. Amount of Line 14 taxable at collateral rate
~ x .15 (18)
19. Tax Due (19)
>>BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH<<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
193 Lois Lane
CITY
STATE PA
Enola
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
300.00
15.79
Total Credits (A + 8 + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (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.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
I ZIP 17025
(1 )
334.77
(2)
315.79
(3) 0.00
(4)
(5) 18.98
(5A)
(58) 18.98
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;.................................................................................. ~I ~
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; 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?... ..... ........ .............................. ............. ............ ..... ......... ... ............. ................. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................... ................ ................................................................ ............... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
211 Willow Valley Square fl p,IYl 1...3
Lancaster, P A 17002
ADDRESS
234 North Duke Street
Lancaster, PA 17602
DATE
G,
0:;;
DATE
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. 99116 (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 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty.
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a)
t\)f\.P 0
The tax rate imposed on the net value of transfers to or for the use of the deced,
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the deced
under Section 9102, as an individual who has at least one parent in common wi
3~
lr for the use of a natural
,s noted in 72 P.S. 99116
1.3)]. A sibling is defined,
~tion.
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Booda, Hugh Marlin
. FILE NUMBER
21 - 05 - 00335
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
424.56
Sovereign Bank Checking Account No. 921725647
2
Vanguard Prime Money Market Fund
6,388.67
3
Winterdale Arms - refund of security deposit on apartment
224.00
4
1984 Chevette Hatchback -- value based on executor's best estimate
100.00
5
Cash in decedent's possession
32.85
6
Highmark -- premium refund
194.78
TOTAL (Also enter on Line 5, Recapitulation)
7,364.86
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Booda, Hugh Marlin
SCHEDULE H
FUNERAL EXPENSES &
AIlVIINISTRA1lVE COSTS
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
FUNERAL EXPENSES:
Nickel Funeral Home
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
DESCRIPTION
Social Security Number(s) I EIN Number of Personal Representative(s):
City
Relationship of Claimant to Decedent
4.
Probate Fees
Street Address
City
Year(s) Commission paid
State
Zip
2.
Attorney's Fees
Herr & Low, P.C. -- J. Michael Saladik
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Estate notices
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
State
Zip
TOTAL (Also enter on line 9, Recapitulation)
FILE NUMBER
21 - 05 - 00335
AMOUNT
1,843.00
I
t\ (z.s Jro it ...-
date- ~
/lolfl )
fJ 0 Aoc--t-.
No r
2,000.00
110.00
156.62
4,109.62
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOF B d H ghM I'
00 a, u ar ill
, FILE NUMBER
21 - 05 - 00335
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Verizon - fmal bill
DESCRIPTION
AMOUNT
9.26
2
Discover Card - balance at date of death
258.17
3
PP&L - fmal bill
188.41
4
George Shahinian, MD - medical bill
9.62
TOTAL (Also enter on Line 10, Recapitulation)
465.46
REV.1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
i FILE NUMBER
I
I 21-05-00335
I
ESTATE OF
Booda, Hugh Marlin
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Charles K. Booda, Jr.
211 Willow Valley Square
Lancaster, PA 17602
I
IBrother
I
Entire Estate
II.
I
I
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet I
!NON-TAXABLE DISTRIBUTIONS:
riA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
I B. CHARITABLE AND GOVERNMENTAL OISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
----
WILL
--
LAST WILL AND TESTAMENT
OF
HUGH M. BOODA
I, Hugh M. Booda, of R. D. #1, Loysville, Perry county,
Pennsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish, and declare this my Last
will and Testament, hereby expressly revoking all other writings
in nature testamentary by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND: I give and bequeath all of my property of what-
soever nature and wheresoever situated to my father, Charles K.
Booda, if he is living thirty (30) days after my death. In the
event he is not living thirty (30) days after my death, I then
give and bequeath all of my property to my mother, Isuphena E.
Booda, if she is living thirty (30) days after my death. In the
event neither my father nor mother are living thirty (30) days
after my death, I give and bequeath all my property to my brother,
Charles K. Booda, Jr.
THIRD: I hereby appoint Charles K. Booda as Executor of
this, my Last Will and Testament, except that in the event he is
unwilling or unable to serve, I then name Chafles K., 'Booda, Jr.
Executor of this, my Last Will and Testament, and I direct that
they shall not be required to give bond or other security in any
Page One of Two
jurisdiction wherein proceedings may be held in connection with
my estate.
this
IN WITNESS WHEREOF, I have hereunto set my hand and seal
o xl-\;> 'f"... ,
() day of -t--ee.tZ-1ij,Wi-€:j 1967.
WITNESS:
~A:.ald2 /( /~1 j!-1/U41~--"
'j
~ 4', y~/'?/z:'~---,
~~ YH, --rz'3.nrrk
ffiJG M. BOODA
(SEAL)
Page Two of Two
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 21-05-00335
Date of Death 3/3/2005
Social Security No. 184-22-0273
Estate of Booda, Hugh Marlin
also known as
Charles K. Booda, Jr.
The 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 located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory are true
and correct. l!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.
Attorney:
J. Michael Saladik
Personal RepresentatiVt.. Go
Signature: (JhQI~ K~1
Carles K. Booda, Jr.
Signature:
I.D. No.:
36956
Signature:
Address:
234 North Duke Street
Lancaster, PA 17602
Address: 211 Willow Valley Square A.?1 [) u Z- 'l.. 3
Lancaster, PA 17602
Telephone: 717/397-7544
Telephone:
Dated:
Personal Property
Sovereign Bank Checking Account No. 921725647
424.56
Vanguard Prime Money Market Fund
6,388.67
Winterdale Arms - refund of security deposit on apartment
224.00
1984 Chevette Hatchback
100.00
Cash in decedent's possession
32.85
Highmark -- premium refund
194.78
Total Personal Property
$7,364.86
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$7,364.86
.......-------------:).,. 8
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