HomeMy WebLinkAbout12-05-05
REV-1600 EX + (6-00)
OFFICIAL USE ONLY
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
*'
FILE NUMBER
II 2005
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00336
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
BOODON, James P
DATE OF DEATH (MM-DD-YEAR)
164-30-1475
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DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
03-05-2005
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
BOO DON, Danette A
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o 1. Original Return
o 3. Remainder Retum (date of death peor to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Nurnber of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
2. Supplemental Return
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4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a living Trust (Attach
copy of Trust)
10 Spousal Poverty Credit (date of death between
. 12-31-91 and 1-1-95)
limited Estate
Decedent Died Testate (Attach
copy of Will)
litigation Proceeds Received
THIS SECTlON'N10STBECOMPI.ETEP.AI.LCORRESPONPlEt.lCeAND CONFIDENtlALTAX INFORMATION SHOULDS.IE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Ralph H. WRIGHT
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Johnson, Duffie, Stewart & Weidner
P.O. Box
Lemoyne, PA 17043
FIRM NAME (If applicable)
Johnson, Duffie, Stewart & Weidner
TELEPHONE NUMBER
717-761-4540
OfFICIAL W~ ONLY "J
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
None
None
None
None
None
19,780.00
None I
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(8)
0.00
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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) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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19,780.00
(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11 )
0.00
12. Net Value of Estate (Line 8 minus Line 11)
(12)
19,780.00
0.00
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
19,780.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, 4,945.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0
i= 16.Amount of Line 14 taxable at lineal rate 14,835.00 x .045 (16)
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ll. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
::E
0
0 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18)
x x
~ 19. Tax Due
(19)
0.00
667.58
0.00
0.00
667.58
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
>>BE SORE TO ANSWER ALL QUESTIONS ON REVERSE SIDE aD RECHECK MATH<<
Copyright 2002 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00:
Decedent's Complete Address:
STREET ADDRESS
5800 Wertzville Road
CITY Enola
I STATE PA
IZIP 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
0.00
Total Credits (A + B + C)
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1 )
667.58
(2)
0.00
(3)
(4)
(5) 667.58
(5A)
(5B) 667.58
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;.................................................................................. 0 [!]
b. retain the right to designate who shall use the property transferred or its income;.................................... 0 [!]
c. retain a reversionary interest; or.................................................................................................................. 0 [!]
d. receive the promise for life of either payments, benefits or care?............................................................. 0 [!]
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.
Under penalties of pe~ury, I declare that I have 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 th~.'p,~rsonal representative is based on all information of which preparer has _a"}',~owledl1'O_,__ '______ ____ ____ ____
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Danette A BOODON
~, 9ES~~~RETURN
5800 Wertzville Road
Enola, PA 17025
ADDRESS
DATE
______~tJJj\jillJfJCt5
DAlE
ADDRESS DATE
Johnson, Duffie, Stewart & Weidner
Lemoyne, PA 17043
NGV
JOO5
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 retum 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-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 child is 0% [72 P.S. 99116 (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.
99116 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 decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. 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.
\
Rev.1609 EX+ (6-98) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
BOODON, James P
FILE NUMBER
21-2005-00336
ESTATE OF
If In Isset WIS mlde joint within one year of the decedent's date of death, It must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A. John E BOO DON Jr.
ADDRESS
RELATIONSHIP TO DECEDENT
FL
Brother
B. Joel P BOODON
RI
Brother
C.
JOINTLY OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST
JOINTL Y.HELD REAL ESTATE
1 10/22/1985 1/3 Interest In Property Located in 59.340.00 33.333% 19.780.00
Gamble Township, Lycoming County
Known as 3252 Calvert Road. Tax Parcel
No. 14-230-12. Deed filed in the
Lycoming Co. Recorder of Deeds Office,
October 22, 1985 in Deed Book 1129,
Page 28. A copy of the Deed is attached
to this Return
TOTAL (Also enter on Line 6, Recapitulation) 19.780.00
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule F (Rev. 6-98)
REV.1613 EX+ (9-00)
*'
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
BOODON, James P
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
I.
1
Mickey L BELLET
729 Storch Road
State College, PA 16801
Danette A BOO DON
5800 Wertzville Road
Enola, PA 17025
2
3
Jo Ann BOODON
8348 K Montgomery Run Road
Ellicott City, MD 21043
Susan L BOO DON
320 St. Johns Road
Guyton, GA 31312
4
RELATIONSHIP TO
DECEDENT
Do Not List Trust..(s)
Daughter
Spouse
Daughter
Daughter
FILE NUMBER
21-2005-00336
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
1/4th of
property in
Lycoming
~nllnhl
1/4th of
property in
Lycoming Co.
~,"Qirh u:.
1/4th of
Property in
Lycoming
r.nllntu
1/4th of
property
Lycoming
r.nll ntu
4,945.00
4,945.00
4,945.00
4,945.00
Total 19,780.00
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Copyright (c) 2002 form software only The Lackner Group, Inc.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Form PA-1500 Schedule J (Rev. 6-98)
0.00
LISTING OF EXHIBITS FOR
ESTATE OF JAMES P. BOODON
EXHIBIT A
Last Will and Testament dated December 2, 1993
EXHIBIT B
Deed for property located in Lycoming County,
Pennsylvania
:264196
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tiL&6t 3Dill cntU Qrt6tct11Unt
OF
JAMES P. BOODON
I, JAMES P. BOODON, of Hampden Township, Cumberland County, Pennsylvania, do make,
publish and declare this to be my Last Will and Testament, hereby revoking and making void any and
all former Wills and Codicils heretofore made by me.
I.
I direct that all my legal debts and funeral expenses, including all expenses oFmy lastiliness;-
shall be paid from my residuary estate as soon as practical after my decease as part ofthe-~~ensi~'bf the:'
administration of my estate. - .<~.-
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I bequeath my automobiles, household goods and other tangible personalty of a like natUre (not
including cash or securities), together with any existing insurance thereon, to my wife, DANETIE A.
BOODON. Should my wife, DANETTE A. BOODON, predecease me, I bequeath such tangible
personalty and the insurance thereon to my daughters, MICKEY L. BELLET, SUSAN L. BOODON and
JO ANN BOODON, together with my wife's nephew and nieces, ROBYN J. BOWSER, ASHTYN D.
BOWSER :md JUSTIN M. BOWSER, to be dividt'.d among by my Executrix in accordance with the
Memorandum attached hereto and made part hereof. Any such item of tangible personalty which is not
included in the attached Memorandum shall be distributed to my daughters and my wife's nephew and
nieces by my Executrix, in her sole and absolute discretion.
III.
I devise my interest in the 45 acre tract situate In Gamble Township, Lycoming County,
Pennsylvania, in four (4) equal shares, to my wife, DANETTE A. BOODON, and my daughters,
MICKEY L. BELLET, SUSAN L. BOODON and JO ANN BOODON, provided each shall survive. In
009301-00001l0ctober 21, 1993/JRDfDKL/28749
the event that my wife, DANEITE A. BOODEN, shall predecease me then I devise her share, in equal
shares, to my surviving daughters. Should any of my daugthers, MICKEY L. BELLET, SUSAN L.
BOODON, or JO ANN BOODON, predecease me then I devise said share or shares, in equal shares,
to my wife and surviving daughters.
IV.
I devise and bequeath the residue of my estate of every nature and wherever situate to my wife,
DANETIE A. BOODON. Should my wife, DANETTE A. BOODON, predecease me, I devise and
bequeath the residue of my estate as follows:
A. Seventy (70%) percent thereof, in equal shares, to my daughters, MICKEY L. BELLET,
SUSAN L. BOODON and JO ANN BOODON.
B. Thirty (30%) percent thereof, in equal shares, to my wife's nieces and nephew, ROBYN
J. BOWSER, ASHTYN.D. BOWSER and JUSTIN M. BOWSER, provided each shall
survive. In the event that any of my wife's said nieces or nephew shall fail to survive
then I devise and bequeath his orher share to his or her then living issue, per stirpes,
and in default of said issue said share shall be added to the share or shares of the
surviving nephew and niece or nieces or his, her or their then-living issue, per stirpes,
as applicable.
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Should any person entitled to a share of my estate not have attained the age of twenty-five (25)
years at the time of distribution to him or her, I devise and bequeath the share of each such person to
PNC BANK, NATIONAL ASSOCIATION, of Hampden Township, Cumberland County, Pennsylvania,
IN SEPARATE TRUST, to hold, manage, invest and reinvest the share so received, and any
accumulation of income thereof, and to use and apply the income and principal or so much thereof as,
in Trustee's sole and absolute discretion, may be necessary or appropriate for such person's support or
education (including trade school and college education, both graduate and undergraduate) without regard
to his or her parent's ability to provide for such support or education, or to make payments for these
purposes, without further responsibility, to sucb person or to such person's parents or to any person I
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009301-00001l0ctober 21, 1993/JRD/DKL/28749
taking care of such person. Any principal or income not so applied shall be distributed to such issue
absolutely when he or she attains the age of twenty-five (25) years. If he or she dies before attaining the
age of twenty-five (25) years, the Trust shall terminate and such share shall be distributed to his or her
personal representative.
VI.
I direct that the interest of the beneficiaries under any Trust created by this, my Last Will, shall
not be subject to anticipation or voluntary or involuntarily alienation.
vn.
I appoint my wife, DANETTE A. BOODON, Executrix of this, my last Will. Should my wife,
DANETTE A. BOODON, fail to qualify or cease to act as Executrix, I appoint my daughter, MICKEY
L. BELLET, Executrix of this, my last Will. Should my daughter, MICKEY L. BELLET, fail to qualify
or cease to act as Executrix, I appoint my brother, JOEL P. BOODON, Executor of this, my Last Will.
vm.
I direct that my Executrix and Trustee, and their successors, shall not be required to post bond
for the faithful performance of their duties in any jurisdiction.
IX.
I direct that my corporate fiduciary shall be entitled to compensation based on its regular schedule
of fees for such services in effect from time to time during the period over which its services are
performed.
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. IN WITNESS WHEREOF, I hereunto set rrlY hand and seal this 2.~~ day of
rk-".u.Abe~ , 1993. ."\ \
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(' =-1 a...- . '" rf ~e. "- (SEAL)
J7\MES P. BOODON
009301-00001l0ctober 21, 1993/1RD/DKL/28749
Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and
Testament, in the presence of us, who, at his request, in his presence and in the presence of each other
have hereunto subscribed our names as witnesses.
(
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
: ss:
COUNTY OF CUMBERLAND
1, JAMES P. BOODON, Testator, whose name is signed to the foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my
Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed. t l\ r I
~Y ,-.
<-"-JA S P. BOODON
".
",
Sworn or affirmed to and acknowledged before me, by JAMES P. BOODON, the Testator, this
k day of~'l.,N\f')l/L, 1993.
NOTARIAL SEAL
DIANNE LENIG, Notary Public
lemoyn~l Borough Cumoonan(j Co.
My CC:/":''';j!~SIOn Expires Deo. 21. !997
Uk' ,"I.vr-I'--
Notary Public
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00930l-00001/0ctober 21, 1993/JRDIDKL/28749
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, r'])ov,4' K. LJ.'>-t:J";f..H
AFFIDA VIT
and /.'1/ L# ~ GU,. /f,46Y , the witnesses whose names
are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we
were present and saw the Testator sign and execute the foregoing instrument as his Last Will and
Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses;
and that to the best of our knowledge, the Testator was that time at least 18 years of age, of sound mind
and under no constraint or undue influence.
NOTARIAL SEAL .
ml<NNE LENIG. Notary rt;bllc 0
U';f'iine Borough . cumberland ~Q7
My Ccc,;ilsslon expIres Dec. 21. 1
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009301-00001l0ctober 21, 1993/JRDIDKL/28749
Family Room on First Floor
Sofa Bed - Ours
Brown Wingback Chair - Boodon
Small Bookcase - Boodon
TV Sets - Ours
VCR - Ours
Old VCR - Boodon
TV Cabinet - Boodon
Magazine Rack - Bowser
Large Bookcase - Bowser
Rocking Chair - Boodon
Coffee Table - Boodon
End Table - Boodon
Light - Ours
Phone/Answering Machine - Ours
Portable Phone - Ours
Small Stool - Boodon
Orange Light - Bowser
Stitchery Basket - Ours
Multi-colored Rug - Ours
Dinin!! Room
MEMORANDUM
ckf"-i-'-^ Lull 'Z , 1993
Table and one chair without arms - Ours
Three chairs with arms - Boodon
Area rug - Boodon
Small corner shelf with three (3) shelves - Boodon
Two plates hanging up - Boodon
Chandelier - Boodon
Four black stools - Boodon (Gorman)
/ i\(\
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'--......., ~Boodon
1
Date: 12 . "2 ,g" '3
009301-00001l0ctober 21, 1993/JRDIDKL/28749
. MEMORANDUM
deC'e1..v.~ '"2. , 1993
Livinl! Room
Small peg stool - Boodon
Small rocking chair - Boodon
Round table - Boodon
Chair with high back - Boodon
Side-by-side - Bowser
2 chairs with arms - Boodon
Dining Room table - Bowser
1 chair without arms - Ours
Comer cupboard - Boodon
Stuffed chair - Boodon
Bench - Boodon
Small rug at front door - Boodon
Fireplace utensils - Boodon
Pitchers at planting area - Boodon (Gorman)
Two pictures above dining table - Boodon
Floor lamp - Boodon
Guest Room
Bed Frame - Bowser
Sewing Machine - Bowser
Vanity - Bowser
Guest Room (Joey's)
Bed frame - Bowser (Campbell)
Blue dresser - Boodon
4 drawer dresser - Bowser
Tall/skinny dresser - Bowser
Wicker chair - Boodon
3 drawer dresser - Bowser
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__=+-'--,-. [- t~, "'"__Date: rZ'7<f?'
--l~ \ P. Boodon .
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009301-00001l0ctober 21, 1993/JRDfDKL/28749
Master Bedroom
Bed frame - Boodon
Night stand - Boodon
All three dressers - Boodon
Blue Chair - Boodon
Gold Chair - Boodon
Cedar chest - Bowser
Pictures - Ours
Oriental Jewelry Case - Bowser
Dining Room Table - Boodon
Hallway
Radio - Boodon
4 small pictures of ladies - Boodon
Rest of pictures - Ours
Master Bath
Magazine Basket - Bowser (Campbell)
Pictures - Ours
Main Bath
Magazine Basket - Bowser
Waste Basket - Ours
Plant Stand - Boodon
Pictures - Ours
Bathroom Downstairs
Magazine Table - Bowser
MEMORANDUM
~~t...lL~Jt '2- , 1993
---1-
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.. ~(.^
c......, Jam s P. Boodon
"'- \
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1"..., 2-.....
Date: 'L- ,--;:)
Family Room Downstairs
Sofa Bed - Ours
Blue Chair - Bowser
Love Seat - Bowser
Fireplace utensils - Boodon
GreenlWhite table and chairs - Joey's
. Music Room
Piano - Bowser
Piano - Boodon
Organ - Boodon
Hutch - Bowser
Rocking Chair - Ours
Old Radio - Bowser
Desk - Boodon
Rectangle Rug - Boodon
MEMORANDUM
de:-e.J...t..l~"'Z. , 1993
Items indicated as "Bowser" should be distributed to wife's nephews and nieces; Items designated as
"Boodon" should be distributed to my daughters and items located as "Ours" should be distributed among
my daughters and my wife's nephews and nieces in as nearly equal shares as practical by the Executor
in the Executor's sole and absolute discretion. . .u /'{
.,,"'" . iio. ( , {~'^- Date: rZ~2.Cj3
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1l~J&;:--i) ]'\.*~l
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Made the
22nd
day of
october
, in the year
N
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(i)
C
Nineteen hundred and eighty-five (1985). ~/
~tt~Jrtt ~N~ OF CENTRAL PENNSYLVANIA and,JAMES P. BOODON, Executors of
~ Last will and Testament of GRACE M: BOODo(/ Deceased, late of the Township of
Loyalsock, County of Lycoming and Commonwealth of pennsylvania, parties of the
First part, GRANTORS
AND
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JOHN E. BOODON, JR., of Fort walton~each, Florida, JAMES P. .BOODON, of west
Fairview, pennsylvania, and JOEL P. BOODON, of Barrington, Rhode Island, as tenants
in common, parties of the Second part, GRANTEES.
~qrqlt~. the said Grace M. Boodon became in her lifetime seized in fee of
a certain lot or parcel of land situate in the Township of Gamble, County of
Lycoming and Commonwealth of pennsylvania, more particularly described hereinafter;
and
WHEREAS, the said Grace M. Boodon died on April 3, 1985, having first made her
Last will and Testament. dated February 5, 1981, probated and registered in the
Office of Register of wills of Lycoming County on May 2. 1985 to Lycorning County
Will Book 90. Page 68, wherein and whereby she appointed as Executors thereof, the
said Bank of Central pennsylvania and James P. Boodon, to whom Letters Testamentary
were granted. by the said Register of Wills on May 2, 1985; and
WHEREAS, the said Last will and Testament provided, inter alia. as follows:
"FOURTH: I give and devise a one-third (1/3) interest in my
property in Gamble Township, Lycoming County. pennsylvania,.... unto
each of my sons, John E. Boodon, Jr., James P. Boodon, and Joel P.
Boodon. ..." and
WHEREAS, the Executors of the Grace M. Boodon Estate, pursuant to said Will
provision hereby execute and direct that this deed be a Deed of Distribution under
the Last will and Testament of Grace M. Boodon to the specific devisees named
thereunder.
FILED
L YC':JH/NG COUNTY
OCT 30 4 25 'H '85
"L~0) !;~ HOSSER
REC~... Df"< OF DEEDS
r
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p~'^.112npw 29
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~utIt t4i,~~1tlurt aatihtt~l't4, That the said
Pennsylvania and James P. Boodon, Executors of the Estate of
Deceased
Bank of Central
Grace M. Boodon,
the sum of
for and in consideration of
ONE ($1.00) DOLLAR---------------------------------__________
lawful money of the United States, to them well and truly paid by the said
John E. Boodon, Jr., James P. Boodon, and Joel P. Boodon
at and before the sealing and delivery hereof, the receipt whereof is hereby ao-
knowledged, have granted, bargain,ed, sold, aliened, released and oonfirmed,
and by these presents do affirm the foregoing, and by execution hereon do
!frant, bargain, sell, alien, release and confirm unto the said John E. Boodon, Jr.,
James P. Boodon, and Joel P. Boodon, their heirs, representatives and assigns,
ALL that certain piece, parcel and lot of land situate in the Township of Gamble,
County of Lycoming, and state of Pennsylvania, bounded and described as follows:
BEGINNING at a spike in the center line of Pennsylvania state Highway Route 41106,
leading from Rose Valley Church to Bodines, said spike being also on an eastern
right of way line (extended) of a township road leading to Calvert; thence along
land now or formerly of Lynn Rowles South 88 degrees 45 minutes East 39.3 perches
or 648.45 feet to a hemlock stump and steel pin; thence along land now or formerly
of Lynn Rowles and Howard Ealy, et ux., South 1 degree 15 minutes West 185 perches
or 3052.5 feet to a fence corner post and steel pin; thence along land now or
formerly of sarah Ealy, North 88 degrees 45 minutes west 39.3 perches or 648.45
feet to a blaze soft maple on the eastern right of way line of the aforementioned
township road; thence following said eastern right of way line of said township
road and land now or formerly of Herbert Smith and in the general direction of North
1 degree 15 minutes east 185 perches or 3052.5 feet to the place of beginning, as
surveyed by Mark C. Krause, C.E.
BEING the same premises granted and conveyed unto John E. Boodon and Grace E.
Boodon, his wife, by deed of Maud Lord, widow, deed dated June 30, 1951, and
recorded in Lycoming County Deed Book 377, Page 199.
THE said John E. Boodon died November 30, 1966, thereby vesting the full fee title
by operatio~ of law, in his surviving spouse, Grace M. Boodon.
THIS conveyance is made under and subject to a certain oil and gas lease as set
forth in the aforesaid deed dated June 30, 1951, and recorded in Lycoming County
Deed Book 377, Page 199, as well as separate instrument of assignment dated June
30, 1951 and recorded in Lycoming County Deed Book 377, page 198.
THIS conveyance is made subject to all the reservations and restrictions contained
ir. prior deeds in the chain of title.
FOR identification purposes this parcel designated as Tax parcel No. 14-230-102.
~J,lU~.J.U)~~", Will/Ill Wtltl r.kfVUJ t)v1U5tA.1l/tA.<'1
ways, waters, water-courses, rights, liberties, privileges, hereditaments
a,nd appurtenances whatsoever thereunto belonging, or in anywise appertaining,
a,nd the reversions and remainders, rents, issues and profits thereof; and also, all
the estate, right, title, interest, use, trust, property, possession, claim and demand
whatsoever,
in law, equity, or otherwise howsoever, of, in, to, or out of the same:
m., bnktt nub tn4ttJb the said Bank of Central pennsylvania and James P.
Boodon, ~ecutors of the Estate of Grace M. Boodon, Deceased, and the
hereditaments and premises hereby granted and
Jonveyed , or mentioned and intended so to be, with the appurtenances, unto the said
John E. Boodon, Jr., James P. Boodon, and Joel P. Boodon, their heirs,
representatives
and assigns, to and for the only proper use and behoof of the said
John E. Boodon, Jr., James P. Boodon and Joel P. Boodon, their heirs, representatives,
and assigns forever.
l\ttt~ the said Bank of Central Pennsylvania and James P. Boodon, Executors of
the Estate of Grace M. Boodon, Deceased, do
covenant, promise and agree, to and with the said
John E. Boodon, Jr., James P. Boodon and Joel P. Boodon, their heirs, representatives,
and assigns,
that they the said Bank of central Pennsylvania and James P. Boodon, Executors
of the Estate of Grace M. Boodon, Deceased
have not done, committed, or knowingly or willingly suffered to be done or com--
m-itted, any act, m-atter or thing whatsoever, whereby the premises hereby granted,
or any part thereof, is, are, shall, or may be impeached, charged or incum-bered, in
title, charge, estate, or otherwise howsoever.
~n ~ihtt~#r ~~~rl'n( the said Grantors have
hereunto set their hand s and seals the day and year first above written.
,..~.,~ ~jjI.3Ml
- l1n-tlwl~tl'srnre-lJf
BANK OF CENTRAL PENNSYLVANIA
~~
~f- /Li_
es P. Boodon
.
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JEHHY It DUFFIE
RIClIAHD W STE\\I\HT
C. I\OY \VEID~EJ{ lit
ED\ll~D G. MYEHS
[l.\\'lll W DELuCE
10111\ A. ST\TLEH
IEFFEI{SO~ J SIIIP\I:\\
RALPII II WHIGIIT Jlt
MAHK C. DUITIE
IOIl~ It NI\OSKY
MICIIAEL I CASSlllY
r\lEIISSA PEEL GHEEVY
ROBIHT 1\1. \YALKEH
\VADE D \IA\LE\
LAW OFFICES
JOHNSON
DUFFIE
OF COUNSEL
HOHACE A. 10HNSON
F. LFE SHIPMAN
BRUCE 1 GROSSMA\
"admitted in ~Y 0111,.
I- ........
December 2, 2005
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Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
I
en
-...,
RE:
Estate of James P. Boodon
Date of Death: March 5, 2005
Your File No.. 2005-00336
Our File No. 9301-1
Ul
~r.:-
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 2 Original PA Inheritance Tax Returns. There is tax due for the joint property being passed to the
decedent's children in the amount of $667.58. There is no other property since there was a surviving
spouse.
2. 2 copies of Pages 1 &2 of the Pa Inheritance tax return, which we ask that you time-stamp and return to
us in the enclosed envelope.
3. No Inventory. The only asset is the joint property
4. Estate check in the amount of $15.00 representing the filing fees for the Inheritance Tax Return
Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this
matter.
Very truly yours,
o SON, ~FFt0STEWART & WEIDNER
aWies~' ~
Estate Administration Paralegal
Ene.
c: Danette Boodon, Executrix
:264198
301 MARKET STREET P.O. BOX 109 LEMOYNE. PENNSYLVA:--iIA 17043-0109
WWW.jDSW.COM 717.761.4540 FAX: 717.761.3015 MAIL@JDSW.COM
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BOODON DANETTE A
5800 WERTZVlllE ROAD
ENOlA, PA 17025
____nn fold
ESTATE INFORMATION: SSN: 164-30-1475
FILE NUMBER: 2105-0336
DECEDENT NAME: BOO DON JAMES P
DA TE OF PAYMENT: 12/05/2005
POSTMARK DATE: 12/02/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 03/05/2005
NO. CD 006063
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $667.58
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$667.58
REMARKS:
CHECK# 0869
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS