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HomeMy WebLinkAbout97-00603 PI<:TITION H)R I)KOBATE lmd (;RANT 01<' I.ETn:RS H<IIIIi' ,~r~..!1B~/i: L,;.v'JtFlJ:.)LI\ No, ~,-q'1 :-LoQ~-- a/.w kl/oll'll (1.1 ___ _", , _, . To: ____ _ ;1dli'/.l; )..'u)3.11PiJ? ReglslN 01 Wills lor Ihe ._._u, ,. ,.., ." /)"('('iI'\{'cI. COlllllY 01 c..UnJJE.A'.i.BiJ.\j,J III the Social S<'t'IIrlly No, .:!os-as-'C_:,..irl'l-Lo'1_ ('Ollllllollweallh of I'ellllsylvllnia The pelillollol II", IIIHlcr,lgned re'peclllllly represenls Ihlll: Ynur Pl\litiollcr(s), will.' is/an' 1 K YCIH"i 01' age or oldl'l" ilnllll' cxcc\lIOJ( illlhe l<lsllI'llI or Ihe at1lw}' dee,'delll, '"laI"d ./yil~(,J; r -l. 9 . lInd codicil(s) d<ll,'d N//l.. '- . __.___________ nllmed _____., 19_U_ - --------- ..,.. -- --~_.~."....'"~~~._-~ --.-,----.----. . ,.--------~.__.._----- l\tah'lt'll'\anl rirt'lItll\lal1~'C~, t'.~. rrlHlIll'lillinn, dl'alh (If l'\l'dlltlf, cll'.l Decend"llIlI'lI' dOllliciled <II dealh in C-VtlB.A,f~- __ ,... ______ Counly, Pennsylvania, wilh 1<-~1ui~_~.lI~llI'~)rinCtPal resldcnc,' 1I1~~~~~ITUI~~~.-r:.~~-!:8;fJ.L:_~EI ~-!7Ci/~' ~.W (11'\ \11l'l'l. l!llmher UlII.! 11It1lk'ip;llityj Decemlenl, lI11'n__8.z ,._. l"~lIrs 01 age, died _..__".. ____7,il'i/j..L___._...,_, 19_1-1__, III f:j)~liST /kP1.,-g~/1hTJ.I_CIiAT"g___,_____....____. , Fx,'epl '" folh1\\'V, decedenl did nOlmarry, wav 1101 divorced and did nol hav" a child born or adopted lIf1,'r exe"lIliol1 01 Ihe will of Ie red for probale; was 1101lhe vlelim 01 a killing al1d WllS l1ever lIdjudlclIled ind)ll1pcl"I1I: ,...._________../'y/'Ji'______, -.....-----.....------,-----.------.---'-.------ Deeelld"l1l 1I1 death o,,"ed properly wilh eSlimated vallles av follows: (If domiciled 111l'a,) All persollal properlY $.1.iOoo,oo (111101 domiciled ill Pa,) Personal properly ill Pennsyll'ania $ (1I110l dOlnicilcd ill 1'<1,) Pe"'lIIal properlY ill CounlY $-- Vnhll' or real ~stalC in Pennsylvania $---.------- silll:lll.-'(l a~ l'olll)\\'s: ---...;JI,Z'4-.--.....,..... ."--.~---.- ~-~-.-~---".._._-~--......_--~- -.----...... _._------~-_.- ....-..._--....----------- ----..----. _ _ ___________..__.___.c..________n.__._._...._~'__._ \\IILREI'ORF, pelilioner(,) respeelllllly reqllesl(s) Iheyrobale of Ihe lasl will and codldl(s) prc,enled hlTewilh and Ihe granl of leller'_Zii.!irjiL1JiJJL~--...------~---. ' , (11.'\la111ClHary; ndmln1-lri\lioll 1.:,I.il.: lldmlnhlrnlion d,h,n,c,t,a,) Iheroll, L ~'" . .. ". ..' .-1e.lf1. , - "" ... :.:: ~ "J,':; ~.:: _rl "" 7:i.: ::.;: ;'1 '., ;" ;; LO'YJJ/18/..1'1 AJD L)BlVE CilKAiii:i.;~--- _....___~~.".._.W.._~4____._..__._____._._.._..._.____~_u .________... _._M......'.-_.,.________~_",.__...________. ._M_.._._________"....'_ OATH 01<' PERSONAL REPRESENTATIVE COMMONWEAI.TH (W I'ENNSYI.VANIA I CUMBER ANO .J~ 88 (~OlJ NT\' O"'m .m__~__.~_____________ The pelilloner(sl aho\'e-numed vwear(s) nr alflrlll(s) lhullhe vlall'menlS in Ihe foregoing petition are Irlle and ,OITeCI 10 Ihe he',1 of II,,' knowkdge and helid 01 pelilloner(sl <lnd Ihal as person III represen- IUli\','(,) (If II", ahOlT ,"'ecdenl pelilioner(s) will W('I~rllrltly adlllin,lsler Ihe CSIll.le according 10 law. Sworll !p or affirlllcd i..lIld ...ulv..('rihcd ~'~~--.-----_. ~ hel,',,' me I))l,~ _ 151 H dUI 01 - --,...'----..--~---- ~ mMift~~~; f.V,.JJlJ1t.lto I -e ~~__ n__________~~==___.~:::::==-= 1 j MARY C LEWIS k<'~/I{.'I '1 _ _ ____m_______ ~ \ ~~-lq.;L - .3 y-f.~ SAlOIS, GUIDO, SHUFF & MASLAND 26 W, Hllh 81...1 Carll,l., PA Cavalry by Don Stivers and four (4) ruby longstem glassee to my daughter, Ann B, Simpson; (b) All crystal (including my service for twelve (12)) and four (4) ruby 10ngstem glasses to my daughter, Mary Louise Krapf; and (C) I direct my personal representative to sell my sterling silver flatware at public or privete sale and pay the proceeds to my son, MARTIN E. BADER. FOURTH I give, devise and bequeath all the rest, resid1le and remainder of my estate in equal shares unto my children, Ann B. Simpson', Mary Louise Krapf and Martin E. Bader, per stirpes. FIFTH I direct that any and all inheritnnce, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. SIXTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To exerciee any options to subscribe for stocke, bonds, or other investments. (C) To join in any plan of lease, mortgage, q,)f SAlOIS, GUIDO, SHllFF & MASLAND 26 W, HISh SlIcel Cnrll,le,PA consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any tr.ust may hold stocks, bonds or other securities; (d) To sell, transfer., convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his/her sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on euch terms as my personal representative in his/her sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f) To make distribution hereunder either in cash or kind, as my personal representative in his/her discretion may deem wise. SEVENTH I do hereby nominate, constitute and appoint' my husband, EARL E. BADER, to act as Executor, of this my Last Will and Teetament. Provided, however, that if he is unwilling or unable to act as Executor, I direct the duties of Alternate Executor, be performed by Farmers 'l'rust company. EIGHTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this inetrument shall be COMMONWEAVfH 01" Pf.;NNHYI,VANIA I Hn COUN'.l''i OF' CUl~um1.1,J\N\) . ~IE, ~IAllJ1o: lj)Q'lS?'. tlAm:~" nOn\::Wl' c. tU,j'tlll'" ,w:l Joan E. Smit.h I the '1'ootElt.1.ix and wH,ne!lBOS, respNltiVF.l:l.y 1IIh?811 n,~m~~f\ Il.!e Bl~!lH;(\ t I:' U:.:' f.~)'..€,qCliloq (H c,Vcilcli:;d il~'JI;,n"1\ent, be.\.nlJ fl.t;.t duly sworn, do hMeby declare to the undenligned authori.ty tbclt, the Te"tat,o'c siejncd and ey.eL~\ltedLhe luBtcml,ent ('IL; hl-lr l,i.\st ~lil1 arid 'relrt.lin1e,n~', <111\1 '':\\b't ("he f,i<.Jn~.d, w~l1in91.y and \;hflt ghe exeGllted \1 as her free and voluntary act for the purpos~6 therein e~preaaed, and that each uf th8 wltn~BBes, In the presence and hearing of the Testatl'il: signed t,}\6 Will ae vli.tr.ess Ilnd that; to the best. of theh' Knowledge the 'l.'eatatrll: Wc,s at the tin,a 10 r:" I!lor:e yaaL'3 of agE., of BOUlyJ roi.r.6 and ,.,nn(n' llG (',Ol1st.J:'Fllnt Of. ,\ndu~ i n11uence. affJ.l'nled to befor.e me by ROBER'!' C. SlIrLllS, and Joan E. smith witneIHJ(H3, this 29th <illY L1f SAIDIS, GUIDO, SHUFf & MASLAND 26 W. Hlah St(t<1 Carll.le. PA ... 't". 4 If) o ~i ~\, , ~~ " In ~. .'; _I!ffi i:! ~n \~'. ,f,.,l UJ <> it f.i; rli ,c <\. tt., ~;l C, ij () Q I Cl ~ ~ ~ 8 !~i~~ 13 Eo< ra:l ~ III ~ ~i6~~ H ~ t:l 0 ~ ~ ~ ~~ ~ ..:1 ra:l t.:lll.~!!lo ~ H " l!i~,~ ~ Eo< ~ U III ~ rI:J ,.' . ,~.,......,_.-~_....,...".,.,", 'no"~, , ~ I I:), !'I? -:$ INHI!RITANCI! TAX RI!TURN AI!S1DIlNT DIlCIlDI!NT c'!"'~F~n'WM'lf".fMIIl'W"1A (TO II! "ILIlD IN DUPLlCATIl HARAIBi8~k~\2I.0I0\ WITH R 01 TI!R Ol" ILL COUNIYCOOB DECEDItNT'S NAME-H.AST, FlAtu I AND MIOO!..E IHIlIALI DECEDENT'S COMPLETE ADDRESS BAilER, MARIE I.. ,____ 109 Garland Ilrlvo BOCIAL SECUAIIY NU"'OEA OArEOFOEAIH OAIEOFOIRIH CorUslo, PA 17013 205.05.51.67 0'/107/1997 12124/19.11. NU....EA if FOR DArES OF QU.TH AfTeR 121)1/'1 CHECK HERE C.; IF A spoUsAL r.., P.lMlIlT Y Ollf0111S J.O.AIMill,....I......I---- 'ILF. NUMIIR ABV -1!OOEX, [1-84) cH In I & - l 21-97-0603 YEAA Countt. Cumber land (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST ,FmsT AND MIDDLE INITIAL) SOCIAL SECU~ITY NUMBER Badal' Earl J::, X 1, Orlglnll Aoturn 4, llml1ld E,tato AMOUNT AECEI~EO(SiE INSTRUCTIONS) 1.00 AI"",lndor Aoturn (for dl'" 01 dlllh prior to 12-13-82) Feder.l estat. rllC Rltum Required T 01A1 Numbor 01 Sill Olpo.k BOKO' R C A , + i N Z, Supplemental Altum 41. FlIlUft lnt.r.sl Compromlsl 110' date. 01 dlalh Iher 12-12..82) [!] S. o.e.dlnt Ol,d Testlt. D 7. Olte,d.nt Maintained. living Trust (Attach copy 01 Will) (Allach I copy 01 Trust) ALL CORRISPONDINc:E AND CON'IDINJ'Al TAX IN'ORMATION SHOULD IE DIRECTED TO, ) ~.... NAME COMPLETE MAILING ADDRESS ' Robert C, Sal<!!!.L.E.qulre Saidis, Guido, Shuff TELEPHON" NU"'OER 2109 Market Street 717 737.3405 Carn HIli. PA 17011 I, A..t E'tlt. Schedule A) 1 ?. Stock. Ind Bonds (Schldule B) (2) 3, ClOsely Hlld StocklPl~nershlp Intorlst (Sch.dul. C) (3) 4, Mon~agos and NollS Alcllvable (Schldule 0) (4) I, Cash, Bank Olposks & MI,cllianoous Porsonal Proporty (Sch E) (I) I, Jointly Owned Property (Schldule F) (I) 7, Trunslors (Schedule G) (Schldule l) (7) .. I. Totll Gro.s Asslts Itotal Lines 1-7) t. Funeral ExpenSls, Administrative CoSIS, Miscellaneous EKpon.., (Schedull H) 10, Oobts, Mongogl L1abllitle" liens (Schedulll) 11, Totll Olductlons (total llnl' 9 & 10) 12, Not VIIUI 01 Estate (llnl 8 minus L1nl 111 13, Charklble and Govornrnontal Bequosts (Schedule J) 14, Not Valul Sub ct to Ta' (llnl 12 minus Line 13) II, Spou.al Tronsll" (for dills 01 d..th aha, 6..30-94 \ Se. Instructions for Applicable Percentage on page 2, (InClude valuls Irom SchedUII K or Schedula M,) II, Amount of line t4 taKable ot 6% rate (Includl valuoslrom Schedule K or SchedUle M,) 17, Amount 01 LIne 141a..ble It 15% rail (lncludl valuos Irom Schedulo K or Schedule M,) II. prlnclpllt.. dUI (Add tlK Irom L1nltS, 16 and 17,) 1', Crodk,/Sp Poverty Prior Payment. Ol,,,ount (1.) (20) 0.00 0.00 DI, o I, & Maalund 0.00 (I) (10) 3,938.00 ( 3 ,938.00) (3,938.00) 0,00 (11) (II) 0.00 ~ (17) 0.00 0.00 c o l I T o N + + 20, II Line 191, groaler then llno 18, enll, the dillerlnee on line 20 This Is tho OVERPAYMENT, ~ 0 IC....k he.. II you IrO ..qUilting I ,olund of yOU, OVllpaymont,1 21, II LIne 181, groater then Line 19, Inter lh, dllle"ncl on Uno 21, This Is tho TAlC DUE. A, Enllr the Intere" on the balanCI duo on L1nI2tA, I, Enter thl total 01 LIne 21 and 21A on line 21B, Thl.ls Ihe BALANCE DUE, Mak. Check ,. .bl. to. R I.ter of WillI, Aglnt . . II SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ... una.r pll'\IllI 0 par ury, Ire II 1~.elClm rMtd I I Ie urn, nc 109 Iccomplnv ng sc u". 8tltement~, Ind to the best 0' my knowlec:l\1' and bell.f, It I' true, corrtellnd complete. declll.lhl' III ,.., ,.tll. hiS bMn "porled _llrut milk" ~ll\J4t, Dfi:II,ltlon of preperll other 'hlin 'he personal rop,...nIIUvt II blstd on .Ulnlorma,lon of wl'>lr.h preper., hal'ny knoWltdO'. (21) (21A) (211) 0.00 0.00 0.00 coi;;;i9ii(c) '"<1 form'onWlr. onl)t CPSYI'.ms, Inc. Earl. E, Bader 109 Garland Drlv~ i;~rH,"i'; ~ "PA - -ijoH - - -. -., - - -' - -. -- - - - - -. - - - - -. Soldls, Guido. Shuff & Maaland 2109 Market Street i;~irip' iii i r,- -Pi<.- -i7Ciii'" - - - - - - -- . ... - - ... - - - - --- DATE C 1 r. 7\ 1 OAIE 0,((,"1' (j Fo,';lIlla"iROv:'7-'~) ,,"'1. ' IJIIH ,)1'1 ,nUIU 1'1"-~~- ;-."f LAST WILl. AND TESTAMENT OF MARIE LOUISE BADER /' i i )'-:;':> coun~f, I, MARIE LOUISE BADER, of Carlisle, Cumberland Pennsylvania, being of Bound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. Further, I direct my personal representative to arrange for the cremation of my body with my remains to be interred in section 10, grave l0687-1RH or LH, Arlington National Cemetery. SECOND I give, devise and bequeath all the rest, residue and remainder of my estate to my beloved hueband, EARL E. BADER, absolutely and in fee simple if he survives me by thirty (30) days. THIRD SAlDJS, GUIDO, SHUFF & MASLAND 26 W. Hl,h 8ueel Carll.le, PA In the event that my husband, EARL E. BADER, fails to survive me by thirty (30) days, then I give, devise and bequeath the following items of personal property to the persons set forth herein: (a) My aterling silver tea and coffee service, my picture entitled "Going Into Action" Second U.S. Cavalry by Don Stivers and four (4) ruby longstem glasses to my daughter, Ann B. Simpson; CQw' 1. ~ (b) All crystal (including my service for twelve (12)) and four (4) ruby longstem glasses to my daughter, Mary Louioe Krapf; and (c) I direct my personal representative to eell my sterling silver flatware at public or private sale and pay the proceeds to my son, MARTIN E. . BADER. FOURTH I gi.ve, devise and bequeath all the rest, residue and remainder of my estate in equal shares unto my children, Ann B. Simpson, Mary Louise Krapf and Martin E. Bader, per stirpes. FIFTH I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary eetate. SIXTH In addition to the powers conferred by law, I authorize any personal repreoentative acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell SAlDIS, GUIDO, SHUFF '" MASLAND 7.6 W. Hl.h Stteet CarlI,lo, PA either at public or private sale any real or personal property; (b) To exercise any options to subscribe for etocks, bonds, or other investments. (C) To join in any plan of leaee, mortgage, _...-....----~----- 'm".II1I~ consolidation, exchange, reorganization or foreclosure of any corporation in which my en tate or any trust may hold stocks, bonds or other securities; (d) To nell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his/her sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on such terms as my personal representative in his/her sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f) To make distribution hereunder either in cash or kind, as my personal representative in hie/her discreti. may deem wise. SEVENTH SAlOIS, GUIDO, SHUFF & MAS LAND 26 W, Hllh Slteel Carll,lo,PA I do hereby nominate, constitute and appoint my hueband, EARL E. BADER, to act as Executor, of this my Last Will alid Testament. Provided, however, that if he is unwilling or unablE to act as Executor, I direct the duties of Alternate Executor, k performed by Farmers Trust Company. EIGHTH I direct that no personal representative, guardian, or other fiduciary appointed under this instrument shall be , /5~/9J.3 COMMONNEALTH OF PENNSVLVANIA DEPARTMINT OF REVINUE '1 (. Wit auREAU OF INDIVIDUAL TAME I .flE.lTAHC[ "It OIVISI<<* .P'. ,.".. H....I.URO, " .'1"-0'01 NOTICE OF INHERITANCE TAM A~~RAIIE"ENT. AllONANCE DR OIIAllONANCE Of DEDUCTIONI AND .IIEIIHENT Of TAM IU.ll.,U." I....,. MARIE 1 MAKE CHECK PAVAILI AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. P~ 17013 CUT ALONll THIS LINE ~ RITAIN LONER PORTION FOR YOUR RICORDS ... RiV:ijiij-iiC"Aj:p--r09:97T"NCi'fici--o;-i-tiiiiiiifA'tici-YAifXpjiilA'iiiiiiilr;-ALl.-ciiiAijci-b-Ii------------m-- DISALLONANCI OF DIDUCTIONS AND ASSESSMENT OF TAX ISTATI OF BADER MARIE L FILE NO. 21 97-0603 ACN 101 DATI 12-15-97 TAX RnUIlN NAS. I I ACCE~TED AS fILED ( Xl CHAIIClED SEE ATTACHED NOTICE RESIRVATION CONCERNING FUTURI INTEREST - SEE REVERSE APPRAISED VALUE OF RITURN IASID ONI ORIGINAL RETURN 1, R..l E.t.t. (Sohedulo AI Z. stook. _ _. I Schedul. II S. Clo..ly Hold Stook/~.rtner.hi. Int.r..t (Soh.dul. CI ~, IIortl_./Noto. R....hobl. (Sohodulo 01 I. C..h/lenk D.polltl'Hilc. Pertone1 Property CSc~.dul. EJ ., Jointly _ ~r...rty ISohedul. fl 7, Tron.f.r. IS.h.dul. 01 I, Totol A...to If an lesess.ent WIS issued previously. linee 14. 15 Ind/ar 16. 17 Ind 18 will reflect figur.. thet include the tatll af ~ returne ISSIseed ta dat.. ASSISSMINT OF TAXI IS, Aoount of line l~ .t Spou..l r.t. IISI 1', Aoount of Line l~ t....l. .t Line.l/Cl... A r.t. 11., 17, Aoount of line l~ t....l. .t Coll.t.r.l/Cl... I r.t. 1171 II, ~rlnol.ol T.. Duo TAX CRIDnSI ~AVHENT DATE ROBERT C SAIDIS SAIDlS ,ETAL 2109 MARKET ST CAMP HILL DATI IUATI OF DATI OF DIATH FILl NUMIIR COUNTY ACN 12-15-97 BADER 07-07-H 21 97-0603 CUMBERLAND 101 A_t R..lltod ESQ PA 17011 L III lZl CSI (~l ISl_ I" 171 .00 ,00 .00 .00 .00 ,00 ,00 (II APPROVID DIDUCTIONI AND IXEMPTIONSI .. Funer.l EMpen.../Ad.. Co.ta/"ile. Expln,.. (Schedull H) 10, Gobt./Kort.... ll..llitl../llon. ISohodul. II 11, totol _Uon. 12. Not V.l... of T.. R.turn IS, Chorlt"l./Qo..r~t.l I.quo.t.; Non-.l.ot.d 911S Truot. (Sohedul. JI l~, Not Vol... of ht.t. Subjoot to 'r.. 19l. nOI 438,00 ,00 Illl IIZl (151 ll~l NOTlI ,00 M .00. ,00 M' 06. ,00 M ,15. 1111 RECEl~T _IU DISCOUNT 101 INTE~EST/~EN ~AID (-, ANOUNT 'AID TOTAL TAX CRIDIT IALANCI OF TAX DUI INTERIST AND PIN. TOTAL DUI NOTE I To lnlure pr~r creeli t to your acoount, .......It tho upp.r porUon of thl. for. with ~our ta)( p.YMnt. ,00 6:\A on 43!.:.!.!!.: .00 438.00- . .00 .00 .00 ,00 .00 .00 .00 .00 L '. If 'AID AfTER DATE INDICATED. SEE REVERSE 'OR CALCULATION Of ADDITIONAL INTEREST. << If TOTAL DUE IS LESS THAN tl, NO ~AVHENT IS REtuIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" ICR', YOU KAV I. OUE A REFUND. SEE REVERSE SIDE Df THIS FDRN ~DR INSTRUCTIDNI,)