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alJo knuw" as
IIETlTION FOR IIIWIIATE and GRANT 01<' LETTERS
07/- 9.=> -4?~L/'
No.
To:
Regi,ler of wills for the
nt't'l'u.\w/. CnunlY uf rll~~I;tnn in the
Social SeL'llrll)' Nfl. J b!F<l'1=7200 COllullonwealth of Pennsylvaala
The petition of Ihe underslgued respectfully represclIIs IIUIl:
Your petlllouerls), who Is/ure 18 yenrs of ngc or older nn Ihe executQn,
In the last will of Ihe ubove deeedelll, dnted ~)fber 29
und codiell(s) dated _Mav-29..-l-9.90
named
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Deeendenl was domiciled at dealh In Cumber 1 and
her. lusl family or principal resldeace nl 1694 Newvllle
carlisle. PA
lIlu ~lIrcl. lIumhcr and l11und"aUI)')
County, Pennsylvania, with
Head ~
]7013 (IUG.G+ \/('(1n!;G;IDl"'f')
Deeendem,lhen 31 years of uge, died MaV J 6 , 19 95
at Mt. Holl v Sor inas. PA .
Except as follows, decedent did not marry , was not divorced nnd did not have a child born or adopted
after execution of the will offered for probule; was not the victim of a killing and was never adjudicated
Incompetent: was divorced in CUlTberland Countv in October J 992
Decendem at dealh 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 Coumy
Value of real estate In Pennsylvania
situated as follows: NI A
$ 50.000
$
$
$
WHEREFORE, petitioner(.) respectfully tre~e1/.!Mtthe probate of the last will and codlcil(s)
presented herewith and the gram of lellers es a ary
1lC\lamCl1Iar)': udmlnhlrallon c.I,a.; admlnh.lrallon d.b.n.c,l.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }" l:lS
COUNTY 01- rI1M~~l<llINn
The pellllone.(.) IIbove.named swcar(s) or IIrf1rm(.) that the statements III the foregoing petition are
true IInd eorrcct to the beslof the knowledge nnd belief of pelllloner(s) and that as personal represen-
tative(s) of the above decedent pelitloner(s) will well and truly administer the estate according to law.
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N 21 - 95 - 464
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Estate of
Teresa II. Bouder
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW June 19. 19 95 ,In conslderallon of the petition on
the reverse side hereor, satisfactory proof having been presenled before me,
IT IS DECREED thai the InSlrumel1l(s) dated Decerrber. 29, J 969 and MaY 29, J 990
described therein be admllled to probate and tiled or record liS Ihe last will of
Teresa A. l3ouder.
and Lellers Testarrentarv
are hereby granted to Marl'; t"I L C'hrnn; c:..nr ::tonn
Barbar.a A. Chronister
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7Jhf {d. ,Ij, ,.;. 1'"./3//1 ()to i:k !
Roshl" or Willi u7! I
MARY C. LEWIS '
FEES
Probale, Lellers, Etc. ",...... S 80.00
Shari CertlOcatest4 ) ..... .. ... $ 12.00
RE~':ric~~t\on ................ S I U. ou
X-Pages S 9.00
JCP TOTAL - S 5.00-
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Hon Turo, 34334
ATTORNEY (Sup. Ct. I,D. No,)
32 S. Bedford St.. car.lisJe. PA J7013
ADDRI!SS
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I, TERESA A. BOUDER, of West Pennsboro Township, Cumberland
County, Pennsylvania, declare this instrument to be my last will
and testament, hereby expressly revoking all wills and codiclls
heretofore made by me.
1. I dil"ect my executors to pay all of my debts, funeral
and administration expenses as soon as convenient after my
decease.
2. I authorize and empower my executors to sell any realty
owned by me at my death and not specifically devised herein, at
either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. devise and bequeath all of my estate of every nature
and wherever situate to my son, Jeffrey L. Bouder, II.
4. Should my son, Jeffrey L. Bouder, II, be under the age
of twenty-one at my death, then I direct that his share of my
estate shall be held in trust by Dauphin Deposit Bank and Trust
Company, Carlisle, Pennsylvania, under the following terms and
cond it ions:
The trustee, as well as my executors, are hereby
authorized to retain, unconverted, any property, real or
personal, that I may own at my death, and shall be under no duty
to convert the same into legal investments. The trustee shall
have the power and authority to hold, manage, invest and
reinvest, and to pay over the net income of the trust property to
or for the use and benefit of my son, or to accumulate the same
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authorized and empowered to pay over to, or for the use and
benefit of my son, such portion of or all of the principal of the
trust estate as in its sole discretion seems proper for the
maintenance, support, medical care or education of my son, or for
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in the sole discretion of the trustee. The trustee is also
similar purposes.
When my son reaches the age of twenty-one
years, then whatever remains of income or principal of the trust
estate shall be distributed to him.
5. I nominate and appoint Marlin L. Chronister and Barbara
A. Chronister, to be the executors of this my last will and
testament; they are to serve as such without bond.
6. I hereby direct that my mother, Barbara A. Chronister,
and my sister, Penny Martin, shall be the guardians of the person
of my son as long as he is under the age of eighteen years.
7. I hereby suggest that my personal representative retain
the services of Irwin, Irwin & McKnight, as attorneys in the
settlement of my estate.
IN WITNESS WHEREOF,
this~t& day of Oecember,
I have hereunto set my hand and seal
1989.
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'It{ ,~a Q "K'~ ~EAL)
RE A A. 8 E
Signed, sealed, published and declared by Teresa A. Bouder,
the testatrix above named, as and for her last will and
testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our
names as witnesses hereto.
J,.~\.h- J... ~.--d-
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CODIClI.
TO TilE LAST WILL ANII TJ;STAI1ENT OF
TERESA A. BOUliER
I, TERESA A. BOUliER, of West Pennsboro Township, Cumberlund County,
Pennsylvania, having made my l:lst will and testament dated December 29,
1989, do hereby make, publish and declare this to ba a codicil to my HOid
last will and testament.
FIRST: I revise Paragraph No. 4 of my last will and testament to
appoint Penny Hartin and Barbara Chronister as co-trustees of any trust
created therein on behalf of my son, Jeffrey L. Bouder, II. They are to
serve os co-trostees in place of Dauphill Deposit Bank and Trust Company of
Carlisle, Pennsylvania, I appoint William Hartin to serve as substitute
co-trustee in the event Penny Hartin or Barbara Chronister cannot or does
not serve.
SECOND: I hereby ratify and confirm the other provisions of my said
lost will and testament.
IN WITNESS WIIEREOF, I hove hereunto set my hand and seal this 29th day
of Hay, 1990.
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TERESA A. BOUDER
(SEAL)
Signed, sealed, published and declared by the witllin named testatrix,
as and for a codicil to her last will and testament, in our presence, who,
os her request, in her presence and in the presence of each other, have
hereunto set our names os subscribing witnesses.
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ACKNOWLEDGEM~:NT AND AFFlIlAVl1'
WE, TERESA A. BOUDER, KATHLEEN M. KENNEY and SHARON L. SCIIWALM, tho
tostatrix and the witnesses, respectively, whose namos aro signed to the
foregoing instrument, being first duly sworn, do horeby declare to the
undersigned authority that the testatrix signed and executed the instrument
as a codicil to her last will and testament, that she had signed willingly,
and that she executed it as her free and volontary act for the porpose
therein expressed. and that each of the witnesses, in the presence and
hearing of the testatrix, signed the codicil as a witness and that to the
best of their knowledge the testatr.ix was at that time eighteen years of
age or older, of sound mind and under no constraint or under influence,
- ,J t-:"W (b., (~ 0ou:d VI
TERESA A. BOUDER '
~_~~..._ ~. ~D___~
KATHLEEN M. K NEY
\. Jt1.ha./,,<.-H /~ Y1.i~)fl/.'N1
( SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by TERESA A. BOUDER,
the teutatrix, and subscribed and sworn to before me by KATIILEEN M. KENNEY
and SHARON L. SCHWALM, witnesses. this 29th day of May, 1990.
L R~.1l1D.W1()Jn1J
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EEl;:1 A. ~,i;.fl"I:;:Y.l. N0rM~\' pueuc
CA~~j~.Li: ao(:c. C:JI,':1D~lANO C:OON.TV
MY \.O.'/M:S~.,lo'}~j F.,,(:""l!r,El uEt.:. 1a 1M'
Mombflf, ?;~~~;:;;'t.~Ut'O~l of ~;ot,~~,~
CERTIFICATION OF NOTICE UNnER RULE 5.6 (Ill
NnmeofDecedelll:
'I'ereH8 ^. P.ollnpt-
noteofneoth: May 16, 1995
1995-00464
169-44-7200
SSN:
PA No. 2195-0464
FileNo:
To the Reglsler:
I cerllfy Ihnllhe Nollce of Belleliclllllnlerest required by Rule 5.6(0) of the Orphons'
Court Rules wos served on or 1II1111ed lolhe fllllllwhlll benefidllrles of Ihe IIhove-copJloned estole 011
June 19, 1995
NJuw:
Address
lleffrpv T. P.nllnpr 1 T
'-.'Q 19ffrca)' 1.. Ba\:18.er
17 S. lIiQh street
Newville, PA 17241
Notice hns now been given 10 oil persolls entitled Iherelo Ullder Rule 5.6(11) excepl:
N/A
Dille:
June 21. 1995
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f<on Turo. ~5auire
NUllle (I'leose ty"e or "rlnl)
32 South Bedford Street
Carlisle, PA 17013
Address
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Telellhlllle No,
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CllpnclIy:
Persllnnl RepresenlnJlve
x Counsel for Personol RepresenloJlve
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IN RE: TERESA A. BOUDER,
Dcccascd
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
95.00464
ORPHANS' COURT DIVISION
IN RE: PETITION UNDER SECTION 3534 OF
/I.L
PROBATE. ESTATES AND FIDUCIARIES CODE
ORDER
AND NOW, this
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dny of Novcmbcr, 1995. II rulc is issucd on Mcmbcrs
Firsl Fcdcral Crcdit Union to show causc why thc rclicf rcqucstcd in thc within Pctition ought
not 10 bc grantcd. This rulc rcturnllblc tcn (10) dnys IIftcr scrvicc,
BY THE COURT,
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IN RE: TERESA A. BOUDER, deeeMed
; IN THE COURT OF COMMON PLEAS
; CUMBERLAND COUNTY, PENNSYLVANIA
: NO, IqqS"C>Ollbll
: ORPHANS' COURT DMSION
ORDER OF COURT
AND NOW, this .II)" day of
AI. ",_ ,,_
. 1995, upon consideration of the
within Petition, It Is hereby ORDERED that Members 1st Federal Credit Union immediately release ell
monies contained In Account No. 112559 to Ron Turo, Esquire, who shell immediately thereafter deposit
seld monies Into Trust Account No, 001-421726 at Flnonelol Trust Corporation for Jeffrey L. Bouder, n.
BY THE COURT:
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IN RE: TERESA A. BaUDER, deceDBed
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. I qq s- 00 ~"V
: ORPHANS' COURT DMSION
PETITION UNDER SECTION 3534 OF
PROBATE. ESTATES & FIDUCIARIES CODE
AND NOW, comes Marlin L. ChronJster and Barbara A. Chronister, by and through their attorney,
Ron Turo, Esquire, and petitions the Court DB foUows:
1. Teresa A. Bouder died testate on May 16, 1995, a resident of CnrUsle, Cwnberlnnd County,
Pennsylvnnin.
2. Decedent's Last Will and Testament, dated December 29, 1989 and Codicil dated May 29,
1990, were duly admitted to probate and letters testamentary granted to the Executors, Marlin L.-'
ChronJster and Barbara A. ChronJster on June 19, 1995.
3. The Will and Codicil mentioned above bequeathed all of Teresa A. Bouder's Estate, of
every nature, and wherever sitl18te, to her son, Jeffrey L. Bouder, II.
4. Members 1st Federal Credit Union is in possession of monJes contained in Account N wnber
112559 that belong to the Estate of Teresa A. Boudcr and her son, Jeffrey L. Bouder, IT.
5. Members 1st Federal Credit UnJon has refused to pay said morues to the Estate of Teresa
A. Bouder so that the funds can thereafter be deposited Into a trust to benefit the Decedent's son, Jeffrey
L. Bouder, II.
5. On Aogtlst 31, 1995, Jeffrey L. Bouder, the father and guardian of Jeffrey L. Bouder, IT,
in an attempt to cause snJd morues to be deposited into a trust to benefit Jeffrey L. Bouder, II, authorized
Members 1st Federal Credit Uruon to immediately pay the morues contained in Aecount Nwnber 112559 '
to Ron Turo, Esquire; Members 1st Federal Credit UnJon still refused to releDBe said morues.
6. At the date of ftUng this petition, Members 1st Federal Credit Uruon has yet to releDBe
the MonJes described above, an thereby frustrated the aims of Teresa A. Bouder's Estate by preventing
said funds from being placed in trust for the intended beneficiary, Decedent's son, Jeffrey L. Bouder, II.
'.
7. An Order requiring Members 1st Federal Credit Union to release Il8ld monies to Terell8
A. Bauder's Estate will accomplish the alms of the Estate as expre!lllly contemplated In the Will, namely,
that Decedent's property, of every nature, and wherever situate, be devised to her son, Jeffrey L. Bouder,
II via a trust.
WHEREFORE, Petitioners Marlin L. Chronister and Barbara A. Chronister, Executors for the
Estata of Teresa A. Bouder, pra,y that an Order be entered directing the Members 1st Credit Union, to
pay all monies held in Account Number 112559, along with any and all other lI!Illl!U previously owned by
Terell8 A. Bauder, to the Estate ofTerell8 A. Bauder, so that Il8ld monies and 888eu DIllY be placed directly
into an existing trust account being held for Jeffrey L. Bauder, II.
Respectfully submitted,
LAW OFFICES OF RON TURO
111)4'5-
Date
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Ron Turo, Esquire
82 South Bedford Street
Carlisle, PA 17018
(717) 245-9688
Attorney for Petitioners
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VEWFICATlON
I verilY that the elatemenla made In the foregoing Petition are true and correct, I understand that
falae elatement.s herein made are eubject to the penaltlee of 18 Pa.C.S.A. 14904 relating to uneworn
felsllleatlon to authorities.
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Barbara A. Chronlster
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Iml.l~81~ ANI) AU'I'JIOJU1.A'r/ON
I, JEFFREY L, noumm, Rmtha 1I11111ral fnther alld IJIl11rdlllll of my nOli, .IEFFREY L. BOUDER,
11. By Ihls Relense and Authorlznllllu, 1 hllrehy npflClncnlly requonl IItnl Mombers 1st Federnl Credit
Union relellSe Ihe funds hold In a join I necounl holwnon '('orollR A, Iloudor nnd .Jeffrey L, Bouder, il, to
Ron Turo, Esquire, who Is roprenonllng Ihe J~slate of .JelTroy's molhor, '('erellll A. Bouder. These funds
will be placed Inlo n trusl necounl for my non nnd II Is my npoclne Inlenl Ihat they be relensed and
deposited Inlo Ihls Irusl accounl, I horehy aulhorlzo Ron Turo, E_'1ulre 10 Rccept the_e funds on behclf
of myself and my son and rolcns8 MllInbcrn leI ~'cderRI Crcdll Union from nny furlher Unbillly on these
funds oneo Ihey nro rolensed 10 Ron '('uro, I~squlrn.
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IN RE:
TERESA A. BOUDER,
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
95-00464
ORPHANS' COURT DIVISION
:
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.
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ANSWER OF MEMBERS 1ST FEDERAL
CREDIT UNION TO PETITION OF
MARLIN L. CHRONISTER. ET AL.
FOR RULE TO SHOW CAUSE
Members 1st Federal Credit union by John M. Eakin, its
attorney answers the above captioned petition as follows.
1.) Admitted.
2.) Admitted.
3.) Admitted.
4.) Denied flS stated. Teresa A. Bouder and Jeffrey L.
Bouder, II, owned account number 12559-00 in Members 1st Federal
Credit Union as joint tenants with the right of survivorship and
after the death of Teresa A. Bouder the account proceeds of about
$2,000.00 were owned by Jeffrey L. Bouder, II, a minor born
January 13, 1984.
5.) It is admitted the credit union has not paid the money
to the estate of the decedent because the money is owned by
Jeffrey L. Bouder, II, an 11 year old minor, and no one has been
appointed his guardian nor has an order of court been made
authorizing payment of the money to any other person on his
behalf nor does it appear anyone represents the minor in these
proceedings.
- 1 -
6.) It is admitted the money has not been paid, but it is
denied there is any desire to frustrate anyone in the application
of the money as the credit union has no interest in the matter
other than its right to pay the money to the person entitled
thereto. Our only interest is to pay the money one time and be
relieved of any obligation to Jeffrey L. Bouder, II when he
becomes of age or has a guardian appointed for him.
7.) The credit union wants to pay the money and close the
account and will cooperate in expediting the resolution of the
matter. We will cheerfully, expeditiously and gratefully pay the
money as directed by the court, which order will indemnify the
credit union from future demands for the money by Jeffrey L.
Bouder, II of his representative.
WHEREFORE, Members 1st Federal Credit Union joins in the
petition to authorize payment of said money to a person
authorized to receive the same on behalf of Jeffrey L. Bouder,
II.
Respectfully submitted,
(
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1st
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
95
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fOR OATIS Of OlATHA"IR 12/31/91 CHICK HIRI
If A SPOUSAL
POVERTY CRIDIT IS CLAIMED 0
ftll NUMBER
Remainder Relurn
(for dote. of deoth prlorro 12.t3.82)
Federal E "01. T ox
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Tolol Number of Sofa Deposit Bous
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COMMONWfAlTH Of PENNSYlVANIA
DEPARTMENT Of REVENUf
Of" 280601
HAIIIII$BURG, PA 11128.0601
, N M . I ....
N'
21
COUNTY COO~,
M .
0464
NUMBER
.... BI SURI TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH."
Under penalll.. of perjury, I declar. that I have 8J1omined thl. r.furn, Including accompanying .chedul.. and Iloremenh. and to the bell of my Ilnowl,d08 and beli.f,
it II true, corted and complet.. I declar. that all real .,Iale has be,n reporled 01 true mot It., \lclue. Declaration of preparer other 'hon the perianal representative I,
based on all information of which preporer has any knowledge,
SIGNATUIIE Of PUSaN IIUPOt-4Slllf fall flUNG RUUIIN ADDIIESS DAfE
X 1. {'f", (,,'(1/ """"v/' /0,(;' ' /i,'i(
I A f P II PII A I )'\.f ID
..f...l S, I~
MI
. IIAl
Bouder, Teresa A.
OCIAl URI Y N Me
A E ofBiiil..---
1 2/l /63
1694 Newvil le Hoad
Carlisle, PA ]7013
(oun', CuJTlber J and
03.
05,
Qs.
AfOOfAH
5/16/95
o 2,
169-44-7200
!!J 1. Original Return
o 4. Limited Eatale
Supplemental Return
o 4a, Future Interel' Compromile
Ifor dote. 01 deoth aher 12.12,821
00 6, Decedent Died Tellate 0 7. Decedent Maintained 0 living Truat
(Alloch copy 0' Will) (Alloch copy 01 Tru.tl
ALL CORRESPONDENCE AND CONflDENnAL TAX INFORMATION SHOULD BE DIREaED TO,
AM Ron Tura, Esquire MP MAlliN ADORE
E PHON. NUM
32 South Bedfor.d Street
CarliSle, PA ]70] 3
245-9688
L Reo1 E.tale (Schedule A) ( 1)
2, Stock. ond 80nd. (Schedule BI ( 2)
3, Clo.ely Held S'ocklPortnenhip Intere.t (Schedule CJ (3)
4, Mortgoge. and Nole. Recelvoble (Schedule D) ( 41
5. Calh~ Bank Depo,itl & Mllcellaneoul Penonal Property( 5)
(SChedule E)
6. Jointly Owned Property (Schedule F)
7, Tran.'e" (Schedule G) (Schedule L)
8. Tolal Gran Anets (totallinel 1.7)
9. Funeral Expenses, Administrative Costs. Miscellaneous ( 9)
Expen.e. (Schedule H)
to, Deb", Mortgoge L1obililie., Lien. (Schedule I)
\1, Tolol DedUcTion. (Iotolline. 9 & 10)
12, Net Volue of E.tate (line 8 minu. line 11)
13. Charitable and Governmental Bequests (Schedule J)
14, Net Value Sub eet to Tax (line 12 mlnuI line 13)
15. Amount of line 14 taxable at 6% role
(Include yaluel from Schedule K or Schedule M,I
16. Amount of Une 1.4 'axable at 15% role
(Include valuel from Schedule K or Schedulo M,)
17. Principal tax due (Add tax from line 15 and from line 16.)
18. Credits Spoulal Poverty Credit Prior Paymen"
+ +
19. If line 18 II greater than line 17, enter Ihe difference on line 19. Thil il the OVERPAYMENT.
aD .tiI:r.r.:1"""~'_I_'~'''." .......I"'..'.,.,._._~'"rmr.~_'~.,'._., ....~.~.,I'I,".
( 6)
(7)
O...QlL
0.00
0.00
0.00
49J.l...6L
1058.47
0.00
13890.90
( 8)
~99' , ,
(10)
0.00
(11)
(12)
(13)
(14)
13890.90
(7898.77)
0.00
0.00
0.00
0.00
(15)___
_x .06 =
(16)
x ,t5 =
(17)
0.00
OilCounr
Interesl
0.00
0.00
(18)
(19)
20, If line 17 II grealer than line 18, enler the difference on line 20. This is the TAX DUE. (20)
A. Enler the Interelt on the balance due on line 20A. (20A)
B, Enter ,he 10101 of line 20 ond 20A on line 20B, Thi. I. the BALANCE DUE. (20B)
Malee Checle Payabl. tal RegIster of Willi, Agent
0.00
O~,OO_
0.00
sf" (,/
//013
(/ / /_,-"7"
Ii.! I :I:
J.d.? P 5--
~
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (".) IN THE
APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
YES NO
X
X
X
X
X
I
)
X
I
a. retain the use or income of the property transFerred, ,......................................
b. retain the right ta designate who shall use the property transFerred or its income,
t . . . t t
c. ra oln a reversionary In eres or ....................................................................
d. receive the promise For liFe of either payments, benefits or care? ........,..............
2. If death occurred on or beFore December 12, 1982, did decedent within two years
preceding death transFer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? .................................................
3. Did decedent own an 'in trust For' bank account at his or her deoth?......................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
..'
i
I
"
"'-
~.. )
(5(i
~ .
11'1'1)0111. lIlt)
l:: SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plea.e Print or 1 e
FilE NUMBER
21-95-0464
-t~
COMMONWEAlttt Of P(NNn'IYANIA
INHlInANCI fAX InUIN
IUIDINT DlelDINT
ESTATE OF
Teresa A. Bouder.
(All prop.rty lolntly.own.d with the Right af Survlvollhlp mud b. dl.cla..d an Sch.dul. fl
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
1.
2.
3.
4.
5.
6.
MerrOers 1st Savings Account
CUrrOerland County Transportation f<ebate
COlllllOnwealth of PA f<ent f<ebate
State Farm Insurance - Auto CoIl ision
State Farm Insur.ance - Funeral Benefit
MerrOers 1st Checking Account
$Jl7.88
$ 36.96
$384.00
$] 861. 88
$2500.00
$ 32.94
*
Prudential Insurance - Life Insurance
(non-taxable life insur.ance)
$52149.73
TOTAL AI.o enter on line 5, Reea
S 4933 .66
IAlloch additionol 8'nH )( I1H .h.." if more 'pael i. n.eded.)
-
U\lIIOt.hlll-l1l
.
COMMONW!AUH O' PINNIYlVANIA
INHIIITANCI 'fAX InUIN
.'IIDINT OleeDINT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ISfATI Of
flU NUMBIR
21-95-0464
Tere5a A. Bouder
Joint '.nonl(.I,
NAMI
A, Jeffrey L. Beucler 11
ADDRESS
1694 Newville r~d
ear.lisle, PA 17013
RELATIONSHIP TD DECEDENT
Son
B,
C.
Joln"y-own.d plOp.rty,
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET '"'INT. DECEDENT'S INTEREST
TENANT JOINT
1, 1/8/90 Shar.e Savings Account $2,116.94 50 $1,058.47
A
,
TOTAL IAl,o .nlor on IIn. 6, Recopllulollon) 51,058.47
(If mort 'poc. i. n..d.d ins.rl ode/ilianol.h..ts 0' lam. IiltJ
...
.
U\lUIII.. 17.111
ITEM
NUMBER
A,
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
-!~
COMMONWfAlfH 0' ,eNNSYLVANIA
INHfllrANCI TAk anUlN
IUIDfNT DfCfOfNT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plea Ie Print or Type
Ter.esa A. Bauder.
21-95-0464
DESCRIPTION
AMOUNT
1.
Funeral Expenlell
Westminister Cmetar.y Inc. - Burial plot
Ewing Brothers Funer.al Home
Westminister. Cemetar.y Inc. - plot opening
$1510.00
$5430.00
$ 825.00
1.
Aclmlnlltratlve COlt11
Personal Repre.entatlve Cammllllon.
Social Security Number of Personal Repre.entatlve,
Year Commllllons paid
0.00
$
2.
Alforney Fee. Ron Tur.o, Esquire
$2850.00
3.
family Exemption
Clalmanl
Addrell of Claimant 01 decedent'. dealh
Street Addrell
CUy
Zip Code
Relatlon.hlp
$
0.00
Slale
Probate Fees including estate publication notices
$ 254.06
Mlseellaneaul Expense..
Telephone bills - unpaid at tine of death
Medical bills - unpaid at time of death
$ 163.40
$ 427.29
Credit Car.d bills - unpaid at time of death
$2304.50
$ 100.00
$ 26.65
Coroner's f<epor.t
Magazine bills - unpaid at tine of death
TOTAL (AI.a enlor an line 9. RocapUulatlonl
(If more space Is needed, Inlert additional sheets of same II.e.)
S 13,890.90
'_k_"__~_.-.,." "_":_'___'..~'___
.t. ...:.~'>>', ".',..~..".,
I~;' ] '1 ~ I~
{t\
v/
,
R!V-1547 !X AFP (120951*
CDfU10HWUUH Of PENNSYlVANIA
DEP.llllHEHl or R[VENUE
lUAUU Of INDIVIDUAl ,axES
DEPT. 110601 .
tIARJlIIIURa, PA 171za~0601
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 03-18-96
FILE NO.
COUNTY
CUMBERLAND
EO
DAT! OF DEATH
05-16-95
HOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CItECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
RON TURD ESQ
32 S BEDFORD ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount R..itted
-~
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifili:is4j-ix-"FP-nZ:ijsTNOTicE--OF-YriHEiiii'i,trcn'-AitiiPPRiiiSEHEN,.-,--iiLi:oiiilHcnili--------n-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOUDER TERESA A FILE NO. 21 95-0464' ACN 101 DATE 03-18-96
TAX RETURN WASI t X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTER!ST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rad Eat.t. (Schedule AJ (1)
2. stock. and Bond. (Schedula 8) (2)
3. Clolely H.1d stock/P.rtnerahip lnt.,..d (Schedule C) (3)
4. "ortgapa.lNot.. Receivable (Schedule D) lit)
5. Ca&h/S'" Depodta/Hllc. p.,.lonal Propart)' (Schedule E) (5)
. 6, Jointly Owned Property (Schedule F) (6)
7. Tranlfe,.s (Schedule 0) (7)
a. Tot.l A...t.
I CHANGED
.00
.00
.00
.00
4.933.66
1.058.47
.00
cel
5,992.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expan.../Ad.. Caab/Hhc. Expans.. (Sch.dule H) (9)
10. Dabh/Hartgaga Llabl1ltb.iLlenl (Schedul. I) llD)
11. Total Deduction.
12. Net Value of Tax Raturn
13. Ch....it.bl./Gov.rn..ntal Blqu..t. (Schedule .J)
14, Hat Value of Eat.t. Subjeot to TaM
13.890.90
.00
1111
CUI
115)
Cl4)
l~.Rqn gO
7.898.77-
.00
7.898.77-
If an asseellment wall illeued previously, linall
reflec1: figures thBt includB thB total of ALL
ASSESSHENT OF TAX:
15. Allaunt of L lnl 14 at Spou..l rat. (15)
16. A.aunt of Line 14 taKable at Lin..l/Ch.. A ,..t. (16)
17. AltOURt of Line 14 taxabl. at Col1.t.ral/C1... 8,,..t. Ul)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
14, 15 and/or 16, 17 and 18 will
rBturns BlIlIBlIlIed to date.
NOTE:
.00 ll'OO.
.00 ll.06.
.00 ll.15.
Cle)
.00
.00
.00
.00
RECEIPT
NUMBER
DISCOUNT l+)
INTEREST I')
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR I, YOU MAY BE DUE
A REFUNa. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.l
, r~.
RESERVAtiON. E.tata. 0' decedent. dying on or ~'or. Dtc..o.r 12, 191Z .. .f any ,utur. lnt.r..t In the ..t.t. la tran,'arrad
In po.....lon or enJoveent to Cl... . Ccollat.ral) b.neflcl.rl.. 0' thl d.cadant .ft.r thl ..plr.tlon 0' any ..tat. 'or
II" or 'or y..r., tha Co..onwe.lth h.r.by .xpr...lv r...rv.a thl right to appr.l.a and ...... tren.f.r lnh.rlt~a T....
.t thl lawful Cia.' . (collataral) rata on any .uch 'utur. Int.r..t.
......u Of
NOTICE. To ful,111 thl r.qulr..ent. of S.ctlon 2140 0' the Inh.rltanc. and E.tat. T.x Aot, Act 22 of 1991. 72 P.S.
Sactlon 2140.
PAY~HT. Datach tha top portion of thl. Notice and .ubalt with your p.y..nt to the R.gI.tar of Will. printed on the rev.r.. alda.
"."ake chack or .only order payabl. tal REGISTER OF MILLS I AGENT
All payaant. racalved shall flr.t be applied to any Intara.t which .ay ba due with .ny r...lndar applied to the t...
REFUHD (CA)I A r.fund of a tax credit, which wa. not r.qu..tad on tha t.. Aaturn, .ay ba r.qua.tad by coaplatlng en MAPPllcatlon
for A.,und 0' Penn.ylvanla Inharltanc. and E.tat. T.." (AEV.1313). Appllcltlon. ar. Iv.ll.bll at tha O"lca
of tha Aagl.t.r of Will., any 0' thl 23 A.vanua DI.trlct Of'lc.., or by calling the .paolal 24-hour
an.warlng .arvlca nuabar. 'or for.. ordarlngl In Pann.ylvanla 1.800-362-2050, out.ld. P.nn.ylvanla and
within loc.l Harrl.burg area (717) 717-8094, TOOl (717) 772-2252 IH.arlng lapalred only).
OBJECTIONSI Any party In Int.r..t not ..tl.flad with thl .ppral.e.ent, .llowanc' or dl.allowanc. 0' daductlonl, or ........nt
of tax I Including dl.count or Int.r..t) .. shown on thll Notice au.t obJact within .Ixty (60) day. of r.c.lpt o~
thh Notice bYI
"written prot." to the PA O..,art..nt 0' R.venu" Baird of ,pp.ah, D.pt. 211021, 'lsrrhbura, PA 17121-1021, DR
--.l.ctlon to h'v, the e.tter d.t.reln.d at audit of tha account of thl per.onal r.pr..antatlv., DR
--~aal to the Orphan.' Court.
AD"IN
ISTRATI"!
CORRECTIONS I
Faatual .rrorl dl.cov.red on thl. ......eant .hould b. .ddr....d In writing tOI PA a.p.rt.ant of A.v~"
Bur.au of IncUvldul1 T.IC'" ATTNI Po.t A.......nt A.vla., Unit, Dapt. 210601, llllrrhburg, PA 17121-0601
Phone (717) 717-6505. S.. pig' 3 of the bookl.t "In.tructlona for Inh.rltanc. T.x Aeturn for. R..ldant
O,cldent" IREV-ISOI) for an .xplan.tlon of .d.lnl.tratlv.ly correet.bll arror..
DISCOUHH
If any tax due I. p.ld within thr.. CS) c.landlr lonth. aft.r th. d.cad.nt'. d..th, a five plrcent CS~) dl.count of
the tex paid hallowed.
Intar.at II ch.rged baglnnlno .,Ith flrat dlY of d.1Inquancy, or nln. (9) aonth. and one Cl) day fro. the date of
daeth, to the data of pay..nt. t.x.. which bece.. d.llnquant bafore January 1, 198Z be.r Int.r..t at thl rat. of
.1. (6X) p.rc.nt par ~ calculat.d at . d.lly rat. 0' .000164, All tax.. which bee... da11nquent on and after
J~ry 1, 1.8Z will b..r Int.ra.t at . r.tl which will vary fro. calandar yaar to calandar yaar with that r.t.
announc.d by the PA D.partaant of A.vanue. Th. appllcabla Int.r..t rat.. for 1982 through 1996 ar'l
IHTEAESTI
~ Int.ra.t Rat. Dally Int.raat Factor :!!!r tnt.r..t Aate D.lly Int.r..t Factor
196Z ZOX .000546 1917 OX .000247
191) 16X .0004S1 1981-1991 11~ .000301
1964 IlX ,000501 1992 OX .000Z47
1965 nx .OOUU 1995-1994 7X .00019Z
1966 lOX .000274 1995-1996 OX .000247
"Inter..t I. calculatad aa folloWII
INTEREST D BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"'Any NoUn luued aftar thl tax beeo... d.Unquent .,111 rafhet an Intar..t c.lculatlon to fifteen 115) dan
bayond the d.ta of the ........nt. If p.yaant II .ed. .ftar the Int.r..t coaput.tlon data shown on the
Notln, addltlon.1 Intaraat au.t be calculatad.
d 1- 9s-0 l/GI/
FAMILY SET'l'LEMENT AND FINAL RELEASE
ESTATE OF THERESEA A. BOUDER, DECEASED
KNOW ALL MEN BY THESE PRESENTS, that ThereseaA. Bouder, late of Carlisle, Cumberland
County, Pennsylvania, deceased, died testate on May 16, 1005 having made her Last Will and Testament,
which was duly executed on December 20, 1080 nlong with n codicil which W88 duly executed on May 20,
1090 which documenta were probnted In the Office ofthe Register of Wills of Cumberland County on June
10, 1095.
WHEREAS, said Theresea A. Bouder, by the aforesnld Last Will and Testament, named MarUn
L. Chronister and Barbara A. Chronister, Executors of the snId Last Will and Testament,
WHEREAS, Letters Testamentary on the Estate of the snId decedent were duly lsaued by the
RegIster of Wills of Cumberland County, Pennsylvania, to the snId Executors, hereinafter cnIIed personal
representative:
WHEREAS, the personal representative has gathered the assets of the Estste of the snId decedent
and the l188eta consist of personal property with a tot.al value of$52,149.73 as set forth in Exhibit A. which
Is a copy of the Pennsylvania Inheritance Tax Return med and approved by said personal representative;
WHEREAS, the debts and deductions leave n bnlance for distribution of $43,177.49:
WHEREAS, the balance for distribution as set forth above has been redoced to CllSh and has been
distributed to the Jeffrey Bouder II trust, which is maintained in the Farmer's Trust Company, Carlisle,
Pennsylvania, In accordance with the tenns of the Last Will and Testament of the snId decedent;
NOW, THEREFORE, Jeffrey Bouder II, by his guardian, Jeffrey L. Bouder, being the heir under
the Last Will and Testament of the snId decedent and being that person entitled to inherit under said Last
Will and Testament, does hereby acknowledge that he has this day had and received from the aforesaid
personal representative, in ftill satisfection and payment of all sums of money, legacies, bequest and devises
as are given, devised and bequeathed to him by the snId Last Will and Testament, and codicil attached
thereto, the amounts due to him under said Last Will and Testament, which amount he has received this
day or prior to this day by the placing of said sums in the Jeffrey Bouder, II trust with the Farm!!r's Trust
Company and, he does hereby stipulate that In ordcr to avoid the expense and time involved In the fiUng
of a formnl account and scheduled distribution, he agrees that no account Is necessary and does hereby
agree that he eonsenta to the distribution being made without the fiUng of an account and scheduled
dlstribution, the same to be with the same force and effcct as If it had been med and confirmed by the
Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvnnia.
THEREFORE, I do hereby remise, relellge, quit claim and forever dlscharge the snId personal
representative, MarUn and Barbara Chronister, their heirs, executors, administrators and assigns, of and
from the said Estate and from all actions, suits, payments, accounts, reckonings, claims and demands
whatsoever for or by reason thereof, or for any other use, maller, cause or thing whatsoever, touching
upon the Estate of the said decedent, and I do further hereby covenant and agree that should any liability
come due to the Estate of the snId decedent uner the signing ofthis agreement, I do hereby covenant and
agree with the aforesaid personal representatives, that I will contribute pro-rata, my share of the Estate
to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted
agnlnst the said Estate for the nforesnld personal representatives uner the signing, sealing and delivery
of this family settlement agreement and fmnl relellge.
IN WITNESS WHEREOF, I have hereunlo set my hand and seallhe day and year noted below.
~/JttC/
Date
~
REV-1547 EX AFP 112-95~
CO"HOHWUl Ifl Of" P[NNSYlVANIA
DEPA'''"E"r OF REV[NUE
BUREAU OF INDIVIDUAL 'AMES .
DEPr. 180601
IlARRI58UAO. PI l1Ua-06G1
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE 03-18-96
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v:is4-j-EX'-iiFP-( l2=9SY"NOYICE'-oF-'i"NHERiTANCE-YAirApPRilYsEHENT-'--iiLi:oiiAiicE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOUDER TERESA A FILE NO. 21 95-0464 . ACN 101 DATE 03-18-96
FILE NO.
05-16-95 COUNTY CUMBERLAND
NDTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF TillS FORN WITH YOUR TAX
PAYNE NT TO THE REGISTER OF WILLS. NAXE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
RON TURO ESQ
32 S BEDFORD ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Allount Ra..iUad
TAX RETURN WAS I I X) ACCEPTED AS FILEa
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. (Schedule A) 11)
2. stock. and Bonda 'Schedule 8) (2)
3. Clo..ly HIld stock/Partnership Int.,...t (Sch.dul. C) (3)
4. Horta.g.I/Hot.. RecelYable (Schedull OJ (4)
S. C..h/Bank Deposlta'Hllc. Parlon.l Property (Schedul. EJ (5)
.6. Jointly Owned Prop.rty (Schedule FJ 161
7. Tranlf.,.. (Schedull C) (7)
8. Tot.1 A...t.
) CHANGED
.00
.00
.00
.00
4.933.66
1,058.47
.00
(BI
APPROVED DEDUCTIONS AND EXEMPTIONS:
,. Fun.,..l Expan.../AdM. Co.t./H1Ic. Expan... (Schedule H) 19)
10. C.bt./Hortg.g. Llabl1ltl..iLl.na ISch.dul. Il 110)
11. Tot.l Daduction.
12. H.t V.lu. of T.. R.turn
13. Ch.rlt.bl./Govarn.ant.l O.qu..t. ISchadula J)
14. Hat Value of E.t.t. Subjaot to ra.
13.890.90
.00
UII
U21
U51
(4)
5.992.13
l3.n'ln 'In
7.898.77-
.00
7.898.77-
If an assessment was issued previoUSlY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Llna 14 at SPDu..1 rat. 115)
16. A.aunt of Llna 14 t..abla .t Lln..I/Cl... A rat. 116)
17. AMount of Lin. 14 t..abla .t Coll.t.ral/Cl... B r.t. 111)
18. Prinoipal r.. Du.
NOTE:
.00
.00
.00
X .00.
X .06.
X .15.
UB)
TAX CREDITS:
PAYNE NT
DATE
DISCOUNT 1'1
INTEREST I-I
RECEIPT
NUNBER
ANOUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAIa AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 11. NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORN FOR INSTRUCTIONS.)
'1....1 ~OO f J. \ll~ II
(, ::. .J
~4 \.....f\
, ~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'fOA DATES O' DIATH AnlA t2/311~t CHICK HIA
lf A SPOUSAL
I~I!VIATY cnDIT 15 CLAIMID 0
flU NUMBEA
l 2J 95
n c9uNrv ,~9_0! _ VEAR
N' ",.\l /It
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...
Q
...
~
Q
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1694 NHwvllle Head
Carlisle, PA 17013
(ounl., CUmberland
OJ.
Os.
Q8.
(OMMO'~WfAmt Of PfNN!liVlVM~I/It
Dt:P/ltAIMltlt Of RfVINUt:
Olf" :aObQl
HARRI!liIURG, ,/It 11121.Q601
, NAM lA. ,N Mt
lNI Al
)( ,06 CI
)( .15 =
0464
N~~8(;
Remainder Relurn
(for dotes of dealh prior 10 12.13.e~'
Federal Estole Tax
Return Required
Total Number of Safe Deposit BOl(81
H N NUMI
32 South Bedford Str.eet
Car.lisle, PA 17013
20. If line 1711 greater than line 18, enler Ihe difference on Iin. 20. This is the TAX DUE. (20)
A. Enter Ihe Interest on the balance due on line 20A, 120A)
B. En'er rhe 10101 of line 20 and 20A on line 20B. Thl. I. Ihe BALANCE DUE. (20B)
Make Check Payable to: RegJ.t.r of Will., Agent
/' /,.; .,
ADDRfS~
y.l S ;i?:..-",c!f;~ or)
C', tC'v t. :"(",, '71
s+
.I /c' ( J
Eloude r ,
IA URI Y
Teresa A.
M .
AIt
11.[0 IUR Il
12/1/63
( 81
<;'l'l? 11
DA
169-44-7200
f19 t. O,lglnol Rllurn
o 4, lImllld E"ole
5/16/95
o 2,
Supplemenlal Return
(111
(12)
(1JI
(14)
o AD. Future Interll' Compromise
(for dolo. 01 doolh ohor t2.12,821
00 6, Decedent Died Testate 0 7, Decedent Maintained a living Trust
(Altach copy of Willi IAltoch copy of Tru,')
ALL CORRESPONDENCE AND CONFIDENTIAL TAX tNFORMATION SHOULD BE DIRECTED TO.
HAM Ron Turo, E.squire M MAIL H A ·
245-9688
0.00
(17)
0.00
( 6)
17)
O~.QL
0.00
0.00
0.00
<19.33..EL
1058.47
0.00
(1BI
(19)
0.00
0.00
z
o
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~
::>
...
ii:
.0:
u
...
'"
1. Rool E.,o'e (Schedule AI ( 11
2, Sloch ond Bond. (Schedule B) ( 2)
J. Clolely Held Slock/Partnonhlp Inlero" (Schedule C) (JI
4, Mallgagll and Natll Receiyable (Schedule 0) ( J)
5. Cash~ Bank Oeposits & Miscellaneous Personal Property( 51
(SChedule EI
6, Joinlly Ownod Proporly (Schedule FI
7, Tran.fe.. (Schodule 0) (Schodule l)
8, TOlal Gron Allets (lolall1nos 1.7)
9. Funeral Expenses, Administrative COilS, Miscollaneous I 91
Expenses (Schedule H)
10, Dob", Mortgage L1abllllie., Lion. (Schedule II
11. Tolal Ooductlan. (Io'alllno. 9 & 10)
12. Nel Value of Estate (line 8 minus line 11)
13. Chari' able and Governmental Boquests (Schedule J)
14, Ne' Value Sub eet to Tax (line 12 minus IIno 131
15. Amount of line 14 lax able at 6% rote
llnclude valulI from Schedule K or Schodule M,)
16. Amount of line 14 laxablo 01 15% role
(Include values from Schedule K or Schedule M,)
17, Prlndpallox duo (Add tax from line 15 and from line 16,)
18. C,edits Spousal Poverty Credit Prior Pay men's
+ +
19. If line 18 Is great.r Ihan line 17. enler the difference on line 19. This Is 'he OVERPAYMENT.
aD
0.00
O.~
0.00
.. BE SURE TO ANSWER ALL QUESnONS ON REVERSE StDE AND TO RECHECK MATH..
Under penalti., of perjury, I declare thot I haye uomin,d Ihi. return. Including accompanying utlltdulllS ond slalemenU. and 10 the be,' of my Ilnowledge and belie;
it iSlrue, correct and complete, 1 doclor. that 011 ,ltol 01101. hos be.n reporled at Irue market value, O.,claralion of preporer other than the personal reprelenlalive .;
baled on all information of which preporer has any knowledge,
SIGNAtURe: Of PUSON RESPONSIBle: 'OR fILING RUURI.. ADDRESS CAlf
Viilmim" ' ,- ('
^ //".- '~.I
I A RfPR N A IV
13890.90
(10)
0.00
(1S)
(16)
z
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u
><
:!
Olscaunl
Inlorosl
Chodc hero if you aro loquosling a rofund of your averpayment.
DATf 'J
_J -J /7/";-
"
. '"
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ("" )IN THE
APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................
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 on or before December 12, 1982, did decedent within two years
preceding death tronsfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? .................................................
3. Did decedent own an 'in trust for' bank account at his or her death?......................
YES I NO
-.-.'...,....... "
I
I X
I
I X '
i I
I X
,
! X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
X
X
'(\/.IWIII.tU'1I
ESTATE OF
_~.,t,~
~
COMMONWfAlfH 0' P'fNNIY"'AN'.4
INHllltANCI 'A. InUIN
IlIlDINr DtelDINr
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ter.esa A. Bauder
IAII proporty Jolntly-own." wllh tho RI,hl 01 SurvJvauhlp mu.' b. diu I..... on Sch.dul. P)
ITEM
NUMBER
*
DESCRIPTION
1.
2.
3.
4.
5.
6.
Menbers 1st Savings Account
CUmberland County Transportation fU3bate
COlllrOnwealth of PA Rent Rebate
State Farm Insurance - Auto Collision
State Farm Insurance - Funeral Benefit
Menbers 1st Checking Account
I PI.a.. Print ar Ty .
FILE NUMBER
21-95-0464
Pr.udential Insurance - Life Insurance
(non-taxable life insurance)
fAtlach additionoI8"''' )( 11" sh..,s if more 'pac. I. n..d.d.1
VALUE AT
DATE OF DEATH
$117.88
$ 36.96
$384.00
$1861. 88
$2500.00
$ 32.94
$52149.73
54933.66
.'
11\l.Ii09U.tl'lI,
.
COMMONWUUH 01' 'I'NNSVlVANIA
INHUIJANCr r.... UrUlN
AlSIDI'NT D!CifDfNT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE Of
Teresa A. Bouder
FILE NUMBER
21-95-0464
Jol.t to.o.t(.).
NAME
A. Jeffrey L. Bauder. 11
----.- --_.-.
RELATIONSHIP TO DECEDENT
Son
ADDRESS
1694 Newville Road
Carlisle, PA nOl3
B,
c.
Jolntly-own.d property I
ITEM LmER DATE
fOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE, JOt NT MADE DESCRIPTION Of PROPERTY Of ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1.
A 1/B/90 Share Savings Account $2,116.94 50 $1,05B.47
,
I'
TOTAL (Also enler on line 6, Recapitulallonl 51, 05B. 47
(If more spoce is n..d.d ;nsor' additional she.,', 01 same sizeJ
, -,
11\1.111111_1'''1
ITEM
NUMBER
A.
-!:~
rOMMONWEALTH 0' PENNSnVANIA
INHERITANCE TAl( III!tUIIN
RUIDfNT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Teresa A. Bauder
DESCRIPTION
1.
Funeral Expen.e"
Westmtnister Cmetar.y Inc. - Burial plot
Ewing Brothers Funer.al Home
Westminister. Cemetary Inc. - plot opening
B. Admlnl.tratlve Ca.t"
2.
3.
4.
C.
1.
2.
3,
4.
5.
6.
7.
8.
1.
Personal Repre.enlotlve Commlnlon.
Social Security Number 01 Perianal Repre.entollve:
Year Commlnlon. paid
Attorney Fee. f<on Turo, Esquire
Family Exempllon
Clolmonl
Addren of Clolmonl at decedenl's death
Street Address
Relationship
City
State
Zip Code
Probate Fee. including estate publication notices
MI.cellaneou. Expen.ell
Telephone bills - unpaid at time of death
Medical bills - unpaid at time of death
Credit Card bills - unpaid at time of death
Coroner's Repor.t
Magazine bills - unpaid at time of death
Plea.e Print or Type
N MBER
21-95-0464
AMOUNT
$1510.00
$5430.00
$ 825.00
$
0.00
$2850.00
$
0.00
$ 254.06
$ 163.40
$ 427.29
$2304.50
$ 100.00
$ 26.65
TOTAL (Also enler on line 9, Recopitulollon)
(II more space I. needed, In.ert additional .heet. 01 same size. 1
S 13,890.90
"
.,
_IWI)llft_ UlI,
~
J
-t~
(OIil/oMONW'IollH Of 'f1mto'IW"tlIA
I"HfllI"Nef IA.' .nUI"
I"ID'N' OI(lDI'"
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
21-95-0464
Teresa A. l3ouder.
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFtCIARY
RELATIONSHIP
I.
A, Ta.abl. Beque'.I:
Jeffrey L. Souder.. Jj:
Son
100%
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Sequellll
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI,o en'e, on line 13, Recopl.ulotlon) S
(If more space I, n..ded, In..rt addltlQnal.h.... of lam. slu)
.-'
JRD/Junc 3D, 1992117858
REGISTER OF WILLS
Cumberland County Courlhouse
One Courthouse Squure
Cnrllsle, PA 17013
N011CE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Penonal Representative
Counsel: RON 'rURO, ESQ.,
RE:
Eslale or 'l'ERESA A. BOUDER . Decensed, Lale or
WEST ~~~N~DUnu Jnr
Eslale No.: 21-1995 - 04 64
Date or Decedent's Dealh: MAY 16, 1995
Pursuant to Rule 6.12, the above named personal representative or the above na!Ded attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Slalus Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes adminislration will be completed. The purpose of this Notice is 10 advise
you that unless the requisite StalUS Report Is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required 10 notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal reprf1entatlve'~ counsel, if any.
Ac<:ordlngly, If the requlslleStalUS Report is not filed by JULY 1 ,19",,2, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
\ I rl" .
Q,l./J.M_I
Deputy egister of Will
Dat~ JUNE 24, 1997
w)0/,hr
Distribution to Estate File
,. -.-. C'_'_".~, -__~=.,:.,.'.;, ..;.........",,1:'.' ..,,'
STATUS REPORT UNDER RULE 6.12
Name of Decedent I I e"~SA- A. i5:0u~
Date of Deathl s:- /;&/ 'is-
Will No, dl- fer ~.s- - C)'IGf Admin. No.
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1.
State whether administration of the estate is complete I
Yes x-:-- No
.
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. 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 ><-:.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did t.he personal representative s~ an
account informally to the parties in interest? Yes No
d. Copies of r.eceipts, releases~ joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~. --?L
Signat.ure
/2o-u /uno
Name (Please type or print)
-=s do s:: 25~ sf- Ca.,!;"
Address ~
d-7"S - YCPgy lit(/
Datel
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(70)
Tel. No.
s
...,
",J
(')'1'
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a:
Capac i ty: Personal Representative
><:: Counsel for personal
representative
p;
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(HAH arm!! AM3)
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