HomeMy WebLinkAbout97-00268
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LAST WILL AND TESTAMENT
I/ PERClE M. BUCHER/ of the Borough of Carlisle, County of
cumberland, commonwealth of pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
deolare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and
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funeral expenses be paid by my personal representative or
representatives, hereinafter namod, as soon as oonveniently may
be done after my decease.
~~COND. In consideration of her willingness to take me into
her home, I give, devise and bequeath unto my nieoe, JENNIFER DAY
SLAYBAUGH, absolutely and in fee simple, all of my jewelry,
household goods, furniture and other personal effeots, exclusive
of stocks, bonds and other securities, which may be located
within my prinoipal place of permanent residence at my date of
death.
THIRD. All the rest, residue and remainder of my Estate,
real, personal and mixed, whatsoever and wheresoever situate, I
give, devise and bequeath unto I\1Y niece, JENNIFER DAY SLAYBAUGH,
and my nephew, MARK M. MULLEN, absolutely and in fee simple, in
If my said nephew should fail to survive me by more than
thirty (30) days, I give, devise and bequeath the said residue of
W^YNIlI'. SH^\Jl!
Momey01 I.AW my Estate unto my said niece, absolutely and in fee simple.
5 Soolh HMover Slrctt
Culisle, llrnnllylvanlll
17013
equal shares, share and share a like.
~
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WAVNIl F. SIIADE
Auomey II Law
5 South HlnQVer Street
c.rlllk, Ptnn.ylvanil
1701)
If my said nieoe should fail to survive me by more than
thirty (30) days, I give, devise and bequeath three-fourths
P/4ths) of the residue of my Estate unto my said nephew and the
balanoe thereof urlto JAY W. SLAYBAUGH, the husband of my said
nieoe, both absolutely and in fee simple.
FOURTH. If both my said niece and nephew should fail to
survive me by more than thirty (30) days, I give, devise and
bequeath one-fourth (l/4th) of the residue of my Estate unto the
said JAY W. SLAYBAUGH and the balance thereof, or the entire
residue in the event that the said JAY W. SLAYBAUGH should fail
to survive me by more t.han thirty (30) days, unto the isslle of my
said niece and nephew, per capita, all absolutely and in fee
simple.
FIFTH. I nominate, constitute and appoint FARMERS TRUST
COMPANY, of Carli.sle, Pennsylvania, its Iluccessors or assigns, to
serve without bond as the Trustee of any property which shall
pass, either under this my ~ast Will and Testament. or otherwise
to a minor and with respect to whom I am authorized to appoint a
Trustee and have not otherwise specifically done so; provided
that this appointment of Trust.ee shall not supersede the right of
any fiduciary in its discretion to distribute such share to the
said minor or to another for the benefit of the said minor. The
said Trustee is hereby vested with the power to sell, assign,
transfer, pledge, mortgage, lease, manage, control, retain,
invest and reinvest the corpus of said Trust in such securities
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WAYNII F. SIIADE
Attorney lit l~w
~ SOlllh IbllOVt( Slml
Clflilk,l'eMlylvlnl.
l70n
and other property as shall be deemed prudent without being
restricted to investments known as legal investments for
, ,
fiduciaries under the laws of the Commonwealth of Pennsylvania.
The Trustee shall have the power to manipulate the proceeds of
the 'Prust in any manner that will guarantee maximum conservation
of the Trust lunds and the greatest production of income for the
beneficiaries. I hereby authorize the said Trustee to expend any
monies from prinoipal or interest for the beneficiaries that in
the sole discretion of the Trustee is deemed necessary for their
care, health, education, maintenance and general welfare; the
word "education" shall be oonstrued to mean a pre-oollege oourse,
high sChool education, college education and post-graduate
eduoation. It is my intention that the foregoing powers may be
exercised by the said Trustee without prior Court approval and
without further responsibility to the beneficiaries, their
parents or to any other person or persons taking care of the
minor beneficiaries. The age of majority for all purposes
concerning this my Last Will and Testament shall be deemed to be
the age of twenty-two (22) years. If a beneficiary of this Trust
should fail to survive to ultimate distribution of the Trust
herein, I order and direct that the remainder of this Trust be
distributed as part of my residuary estate.
~B. If all of the aforesaid general and specific
beneficiaries should fail to survive me by more than thirty (30)
days, I give, devise and bequeath the residue of my Estate unto
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WAYNP. F. SHAIlI!
Attorney It lAw
S South Hanover Slrrcl
Carll.le, Peruuylvanil
l70n
the HICKORVTOWN UNITED METHODIST CHURCH, absolutely and in fee
simple.
SEVENTH. I order and direot that any estate, inheritanoe or
similar tax due as a result of my death with respeot to any
property passing as a result of my death, shall be paid from the
residue of my Estate before its division into shares and prior to
distribution as an expense of administration and that no part of
the taxes should be prorated or apportioned among the persons or
benefioiaries reoeiving the taxable property. It is my express
intention that all inheritanoe taxes imposed as a result of my
death be paid from the residue of my Estate whether or not the
property passes under my Last Will and Testament. My personal
representative shall have full power and authority to pay,
oompromise or settle any such taxes at anytime whether with
respect to present or future interests.
EIGHTH. I order and direct that any liens against any
personal property specifically bequeathed herein shall be paid
from the residue of my Estate prior to distribution as an expense
of administration and that such specifio bequests of personal
property not pass subject to any liens thereon.
NIN'I'H. Any and all decisions, determinations or actions
made or taken by a personal representative or Trustee hereunder,
if made in good faith, shall be final and conclusive on all
persons who are or may become interested in my Estate. No
fiduciary act.i.ng lInder this my Last Will and Testament shall be
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CERTIFICATION OF NOTICE UNDER aULE 5.6(a)
Neme of Deoedent: peroie M. Buoher
Date of Death: Maroh 8, 1997
No. 21-97-268
To the Register of Wills:
I hereby oertify that notioe of benefioial interest as
required by Rule 5.6(a) of the Orphans' Court Rules was served
upon or mailed to the following benefioiaries of the above-
oaptioned Estate on .l\.pril 2, 1997:
Jennifer Day Slaybaugh
Mark M. Mullen
Notioe has now been given to ,all persons entitled t.hereto
under Rule 5.6(a).
Datel April 2, 1997
VtWXL/! W, _
Wayne!' F. Shade, Esquire
53 West Pomfret Street
Carlisle, Pennsylvania 17013
Telephone: 717-243-0220
Counsel for Personal
Representative
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WAYNB F. SHADB
AUOmcy at l.aw
~3 Welt Pomf~ SlIM
C.rll.k, Pconl)'lvlI\la
11013
kIlV,llOOIlX+ (7.94)
(\,'MM()!'lWHALTH IWI'BNNSYI,VANIA
f)I\l'AkTMHNT 011 RI\VBNIII\
UHl'']'.2IIU601
HARRISII1JH<I,I'A l7l'lK.(lMH
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(~O BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
H.M HA'I'I':S OF O":A'111 A"'I'EK U1J119l elll.;.CI\ m:.n:
IF ^ toil'ollSA.I, l'oVEK'I'Y ~KEIlIT IS ('1,A1MJ.:n
FILE tlllMBER
21
COUNTY CODE
97
YEI\R
2GB
NUMBEI\
) 1(' ,f) l, . , (.AST, IS ^
Bucher, Percle M.
1"1'11\1.)
) 1,(' r.lllNI",~ ('(IM!'IJ!'!'!! ^1)\Ilm,,~
232 Henderson street
Carlisls, PA 17013
~~I;:~\~I:~g~~I;lIIl\k I ~/~/I~~~I~I I 'td~~~7i~07
(il' API'I~lC^J1I.B) sUPVIVINo NrotJNI\'s NAMI\ (lAST. PIRST ANI. MIIIIII,P, INITt/\!.) NO( "AI. H!I.('UllITY N\lMIIIH~
<,""NTI' Cumber land
AM{lliN-1' RI(('II,IV/!11 (SI\I',INSTRIJ{.rUINS)
4.1.lmik{1 [UlIte
_~ 4a,l'Ulurt 1/llen.." ('OUl(lfUUlbe-
Hor ~I~I of tlc.th dlcr 12.1l.R'})
_ 1, Ikct'dcnt MahIlAln~'11 . Living Tru.~t
(^t1.~h II COllY ofTI'm\)
.l. Itcnuundl.'f Rtlum
((Of llAlt'~ of t1tllU. prior 10 1'l,IJ.~2)
." Federal l~lAle- Tu
Iklum Rc.quil'l."~1
Q..~, Tolal Number of Safe lIepo~il Ho~l.'~
.x I. O,ij:IAAI Return
__ 2. Nuppkllltl\lnl RttunI
.K 6. I)ecedcnll>led TelllJle
(Attach tlllY of Will)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX
NAMH
Wayne F. Shade, Esquire
IN'ORMATION SHOULD BE DIRECTED TO.
COMI'I,I!TE MAll.INCI ^OI>IU~'iS
53 West Pomfret street
Carlisle, Pennsylvania 17013
fiITJi"'HONH NtlMlJlUt
(717) 243-0220
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( 1)
( 2)
( 3)
( 4)
( 5)
( 6)
( 7)
( 9)
(10)
(11)
(12)
(13)
(14)
1. Re.alllAlAte (&hcdv.le A)
2. Slocb MId Uomlft (Schedule D)
3. C1Ol1cly Held Stock/l'arlneuhip Illlm-~I (Schedule C)
4. MOrIBagca and Noleu Rl'cti".bk (Sch..dule Il) .
5. <:'lIh, lI.ok I>l'p-'lllllll &; MillcdlwleOOIl Pefllon~IIJfope-l1y (&~hedul~ l!)
6, Jointly Owned l'ropcrty (Schedule F)
7. Tranllfera (Sch,'duk 0) (Schedull' J,)
M. Toul Or~.' AnctA (lolJlI liilCII 1.7) *
9. FU1l.ulIl HlIlleullclI, Adminilllrative (\'l$III, Millc(',1I1111eoulI [ixpelUolI (Scht'dule H)
10. Uebt.1, Mor1gllje Liabilities, l.ielll (Sdll.'dulc I)
II. Toul noouctJon~ (tAltAl Iille~ 9 & 10)
12, Net Value of l!llttle (line 8 lIIimu line II).
13. Ch.rit..hk Md tJovtmmc(ltlllkqll('lIft (Schc(lule J)
14, Ncl Value Subjc~1 hI Tu (line 12 minus line 13).
10.278.77
1.450.12
S)
7,576.45
T?rSpooull'r.uufcfl (for r.lAlu ()( dCAth nfter ~
S{'e lu~lnlctJOll~ fOf APlllicAblt- PcrcentA&e- 011 )(l;'veuc
Side. (Include "aluell from Schedule K 01' Schedule M,)
1(.. Amount of line 14 tuable .1 6~ r.te.
(Include "alucll from Schcdult' K or Scheduk M)
17, Alllollnl or line 14 tAl(lhlt- II I~'.':i rite.
(Include ",lues from Schedule K or Sclwdule M)
18. PrincipslllX due. (Add tAl( from line 15. 16 and 17) .
19, Credils SpoulIIl Po"erty Crrdit I'rior l'llymctllR lJlscounl
(15)
(16)
;(,(16""
(17)
4,152.44
x .15 =
Intereal
(18)
(19)
(20)
(21)
(21A)
(21B)
+
+
20. If title 19 i~ Breater than line 18, enlcr the difference on line 20. This L. UII,~ OVt:IU'A YMEN'I' .
A, _ Cbtck here lr YIlU IU'I' ~qurlltlnp: I. rdund lIt yuur ovt'rpa)'U1tlll
21. lf llne 18111l1't-4ltt'r thlltl line 19, enter lhe dlfferl'nce on lin~ 21. Till.. Is U\C TAX l)l1E.
^. l!.lller Ulll il\terc~1 on the balance due \'III liJw 21 A .
II. l!nler lilt tolal of line 21 .nd 21A lllllill~' 21B, This is UIC UAI.ANCE nUE
Make Cb<<k PIlYllhlc hll RC1;I..ttr IIf "'lib. Ailenl
11.728.89
7.576.45
4,152.44
. ,
4,152.44
622.87
622.87
622.87.
BF. SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
tinder pen..IlJe~ of ~rjul)', I declare !hilt I h.ve rUl1llnt'tl this H'lill1l. illchulinll UCCOIllIHll.ying "dll'duk.1 nnd ~"III'lllelll.~, and 10 Llll' hl'~l Ill' my kl\owlcdi:c and belkf. it ii Irlle. cnrr~el lInd
cOOl(lkk,. Illl-clare UiAll1l1 rcotl e~llllo JIU occo fl'IH1rkd llllnl\' llIilfkcl 'Iillu,'. Ikdiuillitlll (If prqlllH'r oUla L.hun LlII' [Ilnollal tl'J'rl'~I'nlll\iw is IHued 011 nil infllnllllllofl (If whkh prelllfer hu
lU)' kno.....lcdlle,( \, 0.__ ( ) '. 'j' 1/ ,..>
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SIONATlI1Ul (ifi/l'llIf.SO~I~"I~"1I \ _1~I.rf(1 R!I:I'lrnl~--""
I.//,. ;:, ~
SION^TIIR.I\OII~lR OTHI\k 1'IIAN RI\I'RI!:;iJlNI'A'I'I~--.
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AIHHW.<;S /lATH
5:1 W\'~II'\llllrll'l .'i\(l'l'l, {'llr1hk, I'A 17(11:1
PLEASE ANSWBR THE rOLLOWING QUESTIONS BY PLAOING AN X IN T~m APPROPRIATE
SPACES.
YIIlS NO
1. Diol oleceolent maks a transfer anol.
a. rotain tho use or incomn of the prr.perty traneferl."ecl, X
b. retain the right to olesignate who shall use the propfi'rty transferred
or its ~nccme , X
o. .....tain a reversionary interest, or. X
d. reneive the promise for life of either payments, benefits or care? X
2. If death occurred on or before Decsmber 12, 1982, did dscedent within two
years pI'eceding death transfer propel.ty without receiving adequate
consideration? If death occurred after Decembel." 12, 1982, did decedent
transfel." propsrty within one year of death without receiving adequate
consideration?
3. Did decedent own an 'in trust for' bank account at his or hel." death?
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.
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RIIV,1l0'"H (12-881
CoMMONWllAl.TH Ul'I'llNNNVLVI\NIA
INIUIRITANCII TAX RHTIlRN
RWUUllNT IUl('IIIHlNT
SCIIEDULE F
JOINTLY-OWNED PROPERTY
ESTM'E or
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rILE NUMBER
21-97-268
Peroie M. Bucher
Joint tenant (8) I
tlA
ADDRESS
699 Ouern8ay Road
A8paru, PA 17304
Niece
A. J8nnifor DAY slaybau9h
B. MArk M. Mullen
319 York Road
Carlisle, PA 17013
Nephew
C.
Jointly-owned property.
LETTE
ITEM rOR DATE
NOMBE JOINT MIIDE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE or
TENAN JOINT OF ASSET , INT. DECEOENT'S INTER~ST
1. A,B 3/4/ Mellon Bank Checking 4,350.36 1/3 1,450.12
1985 Account #182-202-
5936
TOTAL (A 80 enter on
2
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RIlV,1l11 HX+ (1.88)
('()MM(INWUAI.l'H (1111'I!NNHVI.VANIA
INHIlMITANCIl TAX MI\TIIMN
MI~'iIlJll.NT Ilnt'ltlum
ESTATE O\l'
SCHEDULE I{
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MIACELLANEOUS EXPENSES
Peroie M. Buoher
DESCRIPTION
un.ra xp.n...1
1. Ronan Funeral Home
2. Aaron Potteiger, grave opening
3. Pastor James Rudy, funeral servioe
4. Carlisle Memorial Servioe, Ino., engraving
B. Adainiltrative COltl'
1. Pereonal RepreeentatJ.v,a Commissions - Waived
Sooial seourity Number of Personal Repreeentativel
Year Commissions paid
C.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
2.
Attorney
3.
Family Exemption
ClsJ.mant
Addreee of Claimant
Street Addresa
City
State
Zip Code
Relationship
at deoedent's death
4.
Probate Feea
Nilosllaneoul Expensell
Darlene L. Moyer, per oapita tax
Hiokorytown Onited Methodist Women, oare assistanoe
Farm Women Group #11, oare assistanoe
Freda Dillman, rent
Dav id Mu 11, mov ing expenses
The Sentinel, advertise Letters Testamentary
Carlisle Imaging Assooiates, medioal servioes
PP&L, eleotric servioll
Sprint, telephone eervioe
Sprint, telephone servioe
Sprint, telephone servioe
ManorCare Health Servioes, oare expenses
PP&L, eleotric service
Register of Wills, filing Inheritance Tax return
Register ot WHls, reserve tor filing Aooount, etc.
TOTAL (AlSO enter on line 9, Rscapitulation)
or more 'pa~'c Is ncclkd lll~ert ft(khllOnllllh('('I~ 01 ume 11/.(')
F LIf, NUMBER
21-97-268
AMOUNT
4,754.50
300.00
25.00
75.00
750.00
139.00
9.90
100.00
100.00
260.00
30.00
62.40
B.15
21. 24
18.76
19.82
23.17
600.00
14.51
15.00
250.00
7,576.45
c;a
~
t
WAYlIIl F. SIIAl>Il
A_ II LAw
,---
COJIltIc, Pawy"'1lll.o
1701)
LAST WILL AND TESTAMENT
I, PERClE M. BUCHER, of the Borough of carlisle, County of
cumberland, Commonwealth of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
deolare this as and for my Last will and Testament, hereby
revoking and making void all former wills and oodip,ils by me at
anytime heretofore made.
FIRST. I order and direot that all my just debts and
funeral expenses be paid by my personal representative or
representatives, hereinafter named, as soon as oonveniently may
be done after my deoease.
SECOND. In oonsideration of her willingness to take me into
her home, I give, devise and bequeath unto my nieoe, JENNIFER DAY
SLAYBAUGH, absolutely and in fee simple, all of my jewelry,
household goods, furniture and other personal effeots, exolusive
of stocks, bonds and other securities, which may be looated
within my prinoipal place of permanent residenoe at my date of
death.
THIRD. All the rest, residue and remainder of my Estate,
real, personal and mixed, whatsoever and wheresoever situate, I
give, devise and bequeath unto my niece, JENNIFER DAY SLAYBAUGH,
and my nephew, MARK M. MOl.LEN, absolutely and in fee simple, in
equal shares, share and share alike.
If my said nephew should fail to survive me by more than
thirty (30) days, I give, devise and bequeath the said residue of
my Estate unto my said niece, absOlutely and in fee simple.
WAYNI! P. SHADB
AlkInleylluw
,-_...-
ClrtIIlo. P<auylv....
170ll
If my said niece should fail to survive me by more than
thirty (30) days, I give, devise and bequeath thr.ee-fourths
(3j4ths) of the residue of my Estate unto my l?aid nephew and the
balanoe thereof unto J'AY W. SLlIYBAUGH, the husband of my said
niece, both absolutely and in fee simple.
rOURT1i. If both my said niece and nephew shoUld fail t.o
survive me by more than thirty (30) days, I give, devise and
bequeath one-fourth (lj4th) of the residue of my Estate unto the
said JAY W. SLAYBAUGH and the balanue thereof, or the entire
residue in the event that tile said JAY W. SLAYBAUGH should fail
to survive me by more than thirty (30) days, unto the issue of my
said niece and nephew, per capita, all absolutely and in fee
simple.
E1~. I nominate, constitute and appoint FARMERS TRUST
COMPANY, of Carlisle, Pennsylvania, its successors or assigns, to
serve without bond as the Trustee of any property which shall
pass, either under this my Last Will and Testament or otherwise
to a minor and with respect to whom X am authorized to appoint a
Trustee and have not otherwise speoifioally done SOl provided
.'
that this appointment of Trustee shall not supersede the right of
any fiduoiary in its disoretion to distribute suoh share to the
said minor or to another for the benefit of the said minor. The
said Trustee is hereby vested with the power to sell, assign,
transfer, pledge, mortgage, lease, manage, control, retain,
invest and reinvest the oorpus of said Trust in suoh seourities
-2-
W"YNB P. SIW>B
"_alLow
, _ _or _
c.ru.1o. Pawylv....
nOIl
.
and other property as shall be deemed prudent without being
restricted to investments known as legal investments for
fiduciaries under the laws of the Commonwealt~ of Pennsylvania.
The Trustee shall have the power to manipulate the prooeeds of
the Trust in any manner that will guarantee maximum oonservation
of the Trust funds and the greatest produotion of inoome for the
benefioiaries. I hereby authorize the said Trustee' to expend any
monies from prinoipal or interest for the benefioiaries that in
the sole disoretion of the Trustee is deemed neoessary for their
oare, health, eduoation, maintenanoe and general welfare; the
word tleduoation" shall be const.rued to mean a pre-college CL)urse,
high school eduoation, college eduoation and post-graduate
eduoation. It is my intention that the foregoing powers may be
exercised by the said Trustee without prior Court approval and
wi,thout further responsibility to the benefioiaries, their
parents or to any other person or persons taking care of the
minor benefioiaries. The age of majority for all purposes
ooncerning this my Last will and Testament shall be deemed to be
the age of twenty-two (22) years. If a beneficiary of this Trust
should fail to survive to ultimate distribution of the Trust
herein, I order and direot that the remainder of this Trust be
distributed as part of my residuary estate.
SIXTij. If all of the aforesaid general and speoific
benefioiaries should fail to survive me by more than thirty (30)
days, I give, devise and bequeath the residue of my Estate unto
-3-
(D
.
~
WAYNE F. SHADe
A_ II lAw
5_"-_
CaI\Wo, r-.rlv....
170lJ
the HICKOR)!TOWN UNI'l'ED METHODIS~,'CHURCH I absolutely and in foe
simple.
SEVENTH. I order and direot that any eS,tate, .inheritanoe or
similar tax due as a result of my death with respect to any
property passing .as a result of my death, shall be paid from the
residue of my Estate before its division into shares and prior to
distribution as an expense of administration and that no part of
the taxes should be prorated or apportioned among the persons or
beneficiaries receiving the taxable property. It is my express
intention that all inheritanoe taxes imposed as a result of my
death be paid from the residue of my Estate whether or not the
property passes under my Last Will and Testament. My personal
representative shall have full power and authority to pay,
compromise or settle any suoh taxes at anytime whether. with
respect to present or future interests.
EIGHTH. I order and direot that any liens against any
personal property speoifioally bequeathed herein shall be paid
from the residue of my Estate prior to distribution as an expense
of administration and that suoh speoifio bequests of personal
property not pass subjeot to any liens thereon.
NINTH. Any and all deoisions, determinations or aotions
made or taken by a personal representative or Trustee hereunder,
if made in good faith, shall be final and oonolusive on all
persons who are or may beoome interested in my Estate. No
fiduoiary aoting under this my Last Will and Testament shall be
-4-
WAYNE F. SHADD
AtlOntCl7 II Law
5___
CuIlIIo, ......,.IY....
17013
liable for any error in judgment or for any depreciati.on or
reduction in va,lue of any Estate or Trust assets at anytime, 1,n
the absence of willful default.
LASTLY. I nominate, constitute and appoint my niece,
JENNIFER DAY SLAYBAUGH, to be the Executrix of this my Last Will
and Testament, but if, for any reason, she should fail to qualify
as such Executrix or decline or cease so to sel've," I nominate,
constitute and appoint my nephew, MARK M. MULLEN, to be the
Executor hereof, each to serve without bond.
IN WITNESS WHEREOF, I, PERClE M. BUCHER, have hereunto set
my hand and seal to this my Last will and Testament which
consists of seven (7) typewritten pages to each of which ~ have
affixed my signature, this 23rd, day of
December
, A.D.
One Thousand Nine Hundred Ninety-Three (1993).
~1f~ Y\A.\3 -4Jk.. (SEAL)
perc e M. Bucher
The preceding instrument, consisting of this and six (6)
other typewritten pages, each identified by the siqnature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by PERClE M. BUCHER, the Testatrix therein named, as her
Last Will and Testament, in the presence of us, who, at her
-5-
I:) -/~, 9." 7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF RF.VENUE
BUREAU Of INDIVIDUAL TAMES
INHERITANCE UM DIVISION
OEPT. 210601
HARRISBURO, PA 1712'-0601
NOTICE Of INHERITANCE TAM
APPRAISE"fNT, HLOWANCE OR DIS^LI,OWANCF.
Of DEDUCTIONS AND ASSESSNENT DF TAM
01-12-98
BUCHER
03-08-97
21 97-0268
CUMBERLAND
101
E~ AM~~~,~~_ J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R 'EV: is4'i. ax -AF ii -r 0'9: 9'iY - iioYi aE" -OF - "iNH Eiii i' ANC! "rA' x - A"P';;ii A" is EHENT -; -A [rciWA 'H-C! - OR - - - ----. n_ - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PERClE M FILE NO. 21 97-0260 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WAYNE F SMADE ESQ
53 W PDMFRET ST
CARLI~LE
PA 17013
ESTATE OF BUCHER
TAX RETURN WAS, 1 X) ACCEPTED AS FILED
RESERVATION CONCERNltlG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN DASED ONI ORIGINAL RETURN
1. R..l eat.t. (Sch.d~l. A)
2. stock. and Bond a (Schedule B)
3. Clo..ly Hald StoQk/p.,.tn8rlh,lp Int.,...t (Schedul. C)
4. Hartg.g../Not.. Rec.lvebl. (Schedule DJ
5. C..h/8ank Deposita/Hlle. Parlonal p,.op~,.ty (Schedule E)
6. Jointly Owned Property (Schedule f)
7, Transf.". Uch.dulg G)
e, Tnt.l AII.h
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funor.l Expan.../Ad.. Co.t./H1Ic. Expen... (Schedul. H)
10. D.bts/Narty.g. LI.bllltl../LI.ns CSch.dul. II
11. rot.l D.duction.
12. N.t V.lu. 01 Tax R.turn
15. Charit~l./GoY.rn~.ntal Bequ..t,; Non..l.ct.d 9115 Tru.t.
14. N.t V.lu. of E,t.t. SubjDot to Tax
I ) CHANGED
111
(2)
(51
(4)
15)
(6)
(7)
,00
.00
.00
,00
10.?78.77
1.450.12
. 00
cel
(C,
.
191
ClOI
7.576.45
.00
(11)
(12)
CUI
(14)
ttV.I"',/UM'lft."1
PERClE
M
CSch.dule J)
DATE
01-12-98
NOTE I To insure proper
~redit to your account,
,ubld t the upper portion
of this far. with your
t.x pa)lllent,
11,"28,89
7.~76 4~
4,152.4(,
.00
4,152.44
If an assessment was iBlued previously, lines 14, 15 and/or 16. 17 and 18 will
reflect figures that include the total of 6hh returns assessed to date.
ASSESSMENT OF TAXI
IS. AItGunt of Un. 14 at Spou,.l rat. US)
16. AMount of Lin. 14 t.xable .t Line.l/Cla.. A r.t. (16)
17. AMount of Lln. 14 taxable .t Collat.ral/Cla.. 8 rat. (11)
18. Principal Tax Du.
NOTE:
TAX CREDITS:
PAVNENT
DATE
10-07-97
RECEIPT'
HUtlBER
AA242319
DISCOUNT C')
INTEREST/PEN PAID C-I
,00
.00 M .00.
.00 M .06.
4,15~. X .15.
(18)
A"OUNT PAID
622.87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
,00
62?.87
622.87
622.87
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVUSE
fOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE Of TIllS FORN FOR INSTRUCTIONS,)
, .
,',
.:.
'_1("
RESERVATION, E.t_t.. of dtGtd,nt. dvlne on or b,'gr. D.o..ber It, 1982 .- l' tny lutur. Int.r..\ in thl ..tet. .1 trlO,'.rrld
1n po.....Jon or enJov-.nt to CI'... (0011It.ral) blnt'lcJ,rt.. of the dec.dent ,'t.r, t~-.~plr.t'on af any ..t.t. for
11'. or for ~..r', thl COlIItOnw..1th her.by .Mpr...tv "...rv'lIi thtl right to ,pprel.. and ...... trMI,.r Inherlteno. Tan.
.t thfl l...ful CII'II . (00111t,r.U rlt. on 11111 IUClh lutur. Inter..t.
PlJRPOSE Of
NOTICE I To fulfill tM r.qulr...nh 0' boUon 21110 of the Inheritance and eltett Tax Aot, Act 21 of 1995. (12 P,S.
BeoUon 9140),
PAYMENT I O.hoh the top portion of thll Notlc. and tub. It with your p'Ylle"t to thl Rlght.r 0' Will, printed on tM rly.r.. .IM.
--"MI aheck or 110M)' ordtr payable tOI REOIstER OF MILLS, AGENT
REfUND (CA), A r.fund of . taK cr.dlt, whloh wa. not r.qul.t.d on thl Tax Return, aay b, r.queetld by oo~l.tlng an ftApplloetlon
for ~'flM'1d of P.nn.yl'lMla tnherltanc. tIMd Estate Tlxft (REV.UU). ApplIoatlon. lira available at tM OffiCI
04 the R.gl.t.r of Will., Iny of thl 25 R.v.nu. Ol.trlct Offlc.., or by callinG thl .p.olel 24.hour
an....rlne ..rvle. nlMb.r. for fora. orderln'll tn P'M'Ylvanla 1-100.562.2050, ouhlda Pennsylvania and
..ithln local Hftrrhburg arlll (717) 761.81>94, TOOl (711) 772"2252 (Hearing tapalred Only).
OBJECTIONSl Any perty In Int.r..t not .etl.fl.d wIth thl appral....nt, ellowano. or dl..llowano. 0' d.duotlon., or ......Dent
of t.w (IncluUlnl dl.oount or Int.rl.t) ". .hown on thl. Hotlc. IU.t objlct within .INty (60) day, D' r~.lpt of
thl, Notice bYI '
--wrltt.n protl.t to the PA Dep.rt..nt of R.v~, !oard of App..I., O.pt. 211021, Harrl.burg, PA 1711.1.1021, OR
--.l.otlon to hllv, the .tU'U d.t.ralntd .t aUdit 0' th~ account of the p.rlonal repr...ntatlve, OR
--lIPp..l tet the Orphan.' tourt.
AOHHI
ISTRUII1E
CORRECTIONS.
FlHltuIl arrnrt dhQov.rld on thh ........nt ,hould b. addr....d In wrltinll tOI PA [)aplrt..nt of Aevenue,
Bureau of tndlvldutl Tal(", ATTNI po.t Au.....nt Rlvl... Unit, Dept. 280601, Hlrrhburll, flA 17121-06ftl
Phone (717) 7'7-650~. S.. p~' 5 of the bookllt "In.truotlon. for Inh.rttanc. Tal( Rllturn for. Ae.ld.nt
Decedent" (REV-IS01) fetr an .xplanatlon of nd.lnl.tratly.ly corr.ctabl, .rr~r..
DISCWNT I
If Itny hN M It paId within thro. (J) cfl1endar .onth. aftar the dec.d.nt'. d..th, I flv. pere,nt (5:0 dltcOfM\t of
the tax paid III aUowlld.
PENAL TV I
TIw 15;( tll! Minuty non.partldp.tlon p.nalty 11 c:o~ut.d on the tot.1 of the tlX and Inb,...t a.....MI, and no1
paid bafor. January II, 1996, the flrlt d.y afhr the find of the tax 1I11O..ty J>lIrlod. Thh non-p.rt1olpaUon
penal tv I. app.alabl. In the ~8a. .ann.r and In thl thfl I~ tl.. p.rlod I' you would app.al the tal( and Int.,...t
th.t hat be." ......ed a. Indlc:ahd on thh notlu.
INTEREST 1
tntlr..t ,. c:harOfld beginning with flrlt day of delinquency, or nln. C?l aanth. and ona (1) dlY fro. the d.t. of
death, to th. d.t. of pay..nt. hll.' which beCl... d1llnquent before January 1, 1911 tHulr Int.r..t at the rata of
.Ill (6%) pare.nt per a',",,* ealcullttd at a dally rllb of .G00164. All tax.. which b.CI." d.Unquent on ~ eftlr
JMUR,.y I, 19&2 will b.ar Int.rut at . rllt. whlc:h will ytH'y frOll calandar year to Clahnd.f' y.ar with that rat.
announced b) the PA n.parta.nt of R.y.nue. Thll ap"Ucllbh Int.re.t rlt.. for 1982 through 1998 .,.11
'!m Inhrnt Rate O.th In!..flr..t ractor !!!r Inhr..t Rftt. DaUy tntar..t Flctor
19U l(l;: .000548 1987 'X .000247
11l1S 16:< .000438 1981-1991 111: .OOOJOI
1914 lIX .000301 1992 'X .000247
l'U UX .OOOJS'& 1993-1994 7% .000192
1986 lOX .000274 199!H991 'X .000247
.-Int.r..t I. c,lcu1at.d a, ~ollollll
INTEREST. BALANCE OF TAX UNPAID X NUtlBER OF DAYS DELINQUENT M DAILY INTEREST FACTOR
~.Any Notlc. I..ued ..ft.r'the tax b.cOIHI. dallnquMt will reflect an lnter..t caloulltlon to flfhan (15) dIY'
bayond tM dab 0' the "'UllIIf1t. If pay-.nt 1I.1Ide .ft.,. the Inbrut c04tpUtatlon dlt. shown on the
NoU", additional Inter..t ..,.t be CI.lcul.ted.