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Home My WebLink About04-0496PETITION FOR PROBATE and GRANT OF LETTERS Estate of ROGENE E.'BOUDMAN No. also known as z To: Register of Wills for the · Deceased. County of CUMBERLAND in the Social Security No. 190-26-6976 Commonwealth of Pennsylvania The petition of the undersigned respectfully rel0g~sen~tl[h~ ? 57. :~_~ ] Your petitioner(s), who is/are 18 years of agg or older~an the executtrix named in the last will of the above decedent, dated /4~tc,4'-.. : '~%, t q. q. ,/q, , 19.__ and codicil(s) dated (state relevant circnmstances, e.g~ renunciation, death of executor, etc.) Decendent was domiciled at death in CUMBERLAND County, Pennsylvania, with his last family or principal residence at 116 E. North Street, Carlisle Boroug'ti Cumberland County, Peunsylvaifia (list street, number and muncipality) Decepdent, then 89 yga. rs 9f age, died May 23, 2004 ,19 Except as follows, decedent dtd not marry, was not .dl orced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: none Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (lf not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: none $ 4,000 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. Carlisle, PA OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland County, Pennsylvania__ :sS, The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will w$.ll and truly administer the estate according to law. ~Oorr; mteOth~ 5i~med and subs2~riyb;~ [-(~ Estate of Rogene E. Boudman Deceased DECREE OF PROBATE AND GRANT OF LETTERS '04 l'if~'¢ 26 ? "~ :21 AND NOW ,?Q~?'/~,/ ~Q- ~' 192004 ~., !n consideration of the Petition on the reverse side hereof, satisfactory proof having b~een presented ~fare me, IT IS DECREED that the instrument(s) dated ,/-~t.,.,.~c,~ -~3 ~ t c[c((o described therein be admitted to probate and filed of record as the last will of Rogene E. Boudman and Letters TESTAMENTARY are hereby granted to Jean H. Boudman FEES Probate, Letters, Etc .......... Short Certificates( ) .......... $ ~ation ................ $ /~. ~. _ TOTAL . $ Filed .~. ~(. ~,..~.z~. ........... t Thomas E. Flower (83993) ATTORNEY (Sup. Ct. I.D. No.) 2109 Market Street, Camp Hill, PA 17011 ADDRESS 717/737-3405 PHONE Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 V8 7~' Register of Wills, Agent CLiMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004291 BOUDMAN JEAN H 41 SUMMERFIELD DRIVE CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 190-26-6976 FILE NUMBER: 2104-0496 DECEDENT NAME: BOUDMAN ROGENE E DATE OF PAYMENT: 08/1 9/2004 POSTMARK DATE: 08/1 9/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 05/23/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,500.00 REMARKS: PNC BANK TOTAL AMOUNT PAID: $5,500.00 SEAL CHECK//108 INITIALS: CP RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS LAST WILL AND TESTAMENT OF ROGENE E. BOUDMAN I, ROGENE E. BOUDMAN, of Carlisle, Cumberland County, Pennsylvania, being of sound and ~isposing 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. I direct my personal representative to intern by body in the cemetery lot owned by me at Penns Creek Cemetery, Penns Creek, Sndyer County, Pennsylvania. Further, I authorize my personal representative SAIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave and a contract for perpetual care. SECOND All the rest residue and remainder of my estate I give, devise and bequeath to my daughter, JEAN H. BOUDMAN. THIRD In the event JEAN H. BOUDMAN fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest residue and remainder of my estate to my son, ROBERT W. BOUDMAN, per stirpes. SAIDIS, GUIDO, SHUFF & MASLAND 26 w. High Street Carlisle, PA FOURTH 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 estate. FIFTH 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 exercise any options to subscribe for stocks, bonds, or other investments. (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust 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 such SAIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA 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. SIXTH I do hereby nominate, constitute and appoint my daughter, JEAN H. BOO-DMAN to act as Executrix, of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Alternate Executor be performed by ROBERT W. BOUDMAN. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, ROGENE E. BOUDMAN, have hereunto set my hand and seal to this my Last Will and Testament, consisting of three typewritten pages, the first two of which bear my signature in the margin for identification, this ~~ day of ~og~ne E. Boudman Signed, sealed, published and declared by the above-named Testatrix, Rogene E. Boudman, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed SAIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. /'/~~~ ADDRESS COlOr--TH OF PE~SYLV~IA: : SS CO~TY OF C~BER~ : WE, ROGENE E. BOUDMAN, ROBERT C. SAIDIS , and KANDI L. LENKER , the Testatrix and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of their knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. .. 0~~~ Testatrix /Robert,~.Q Saidis , Witness Subscribed, sworn to and acknowledged before me by ROGENE E. BOUDMAN, the Testatrix, and subscribed to and sworn or affirmed to before m9 by ROBERT C~-~AIDIS , and KANDI L. LENKER , witnesses, this ~-~ day of ~/~~ , 199~. ~ ' y Public' NOTARIAL SEAL JOAN E. SMITH, NOTARy PUBUC (~MILISLE 80ROUGH, CUM8ERLANO CO. PA COMMISSION EXPIRES MARCH ~,, 2000 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $22~0 Local Registrar 2 4 200 Date ANENT COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH Se~n H. Boudm~n 41 25,2004 Union 1589L Cartis~e, PA 17013 Penns Creek, PA 17862 PA17065 ~. r'q No D Name of Decedent: Date of Death: Will No. 21-04-0496 To the Register: REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Rogene E. Boudman May 23, 2004 Admin. No. 2004-00496 I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on June /~ ,2004. Name Jean H. Boudman Address 41 Summerfield Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: Capacity: Thomas E. Flower, Esquire SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Personal Representative X Counsel for Personal Representative JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAIvIES D. FLOWER, JR. CAROL J. LINDSAY MATTHEW J. ESHELMAN~' KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN M. SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attomey@ssfl-law.com www.ssfl-law.com July 26, 2004 CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 ~Board Certified Creditors' Rights Representation REPLY TO CAMP HILL Register of Wills CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 Re: Estate ofRogene E. Boudman No. 21-04-0496 Dear Sir/Madam: Enclosed please find a check in the amount of $27.00. Will you please send nine short certificates for the above-referenced Estate in the envelope provided. If you have any questions, please feel free to contact this office. TEF/sa Enclosures Very truly yours, SAIDIS, SHUFF, FLOWER & LINDSAY Thomas E. Flower L , ~ COMMONWEALTH OF ~ ~ PENNSYLVANIA ~~. DEPARTMENT OF REVENUE ~'"~"~..~ DEPT. 280601 · ~ HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN 21 _ 04 0496 RESIDENT DECEDENT Cou. oODE Z I,LI UJ LU DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BOUDMAN, ROGENE E. SOCIAL SECURITY NUMBER 190-26-6976 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 05123/2004 07125/1914 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [~4. Limited Estate [~6. Decedent Died Testate (Attach copy of W~II) ~]9. Litigation Proceeds Received ~12. Supplemental Return E~4a. Future Interest Compromise (da~e of death afie¢ 12-12-82) [~7. Decedent Maintained a Living Trust (At~ copy of Trust) NAME THOMAS E. FLOWER FIRM NAME (if Ap~icable) SAIDIS, SHUFF, FLOWER & LINDSAY TELEPHONE NUMBER (717) 737-3405 []5. Federal Estate Tax Return Reguired -- 8. Total Number of Safe Deposit Boxes [~11. Election to tax under Sec. 9113(A) (A~ COMPLETE MAILING ADDRESS 2109 MARKET STREET CAMP HILL, PA 17011 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sale-Propdefership (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (5) (Schedule E) 6. Jointly Owned Probe~ty (Schedule F) (6) ~] Saparate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probete Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Cha~lable and Govemmental Bequests/Sec 9113 Trusts for whid~ an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 63,219.~ '? 6,174.08 69,393.72 10,227.99 153.52 (11) (12) 10,381.51 59,012.21 (13) (14) 59,012.21 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE PATES 15. Amount of Line 14 taxable at the spousal tax rate, ortransfersunderSec. 9116(a)(1.2) x .0__ (15) 16. Amount of Line 14 fexable at tineal rafe 59,012.21 x.045 (16) 17. Amount of Line 14 taxabfe at sibling rate x .12 {17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 2,655.55 2,655.55 ',Deced~nt's Complete Address: ' 3TR~IE~'~D~)RTH STREET CTYcARLISLE I STATEpA I Z~P17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 5,500.00 132.78 (1) Total Credits (A + B + C ) (2) Tota~ Interest/Penalty ( D + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the differensa. This is the TAX DUE. (3) (4) (5) (SA) (58) A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT 2,655.55 5,632.78 0.00 2,977,23 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the dght to designate who shall use the prepe~ transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the premise for life of either payments, benefits or care? ...................................................................... [] [] 2, If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate censideretion? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or sacudty at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-prebate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. JEAN BOUDMAN, 41 SUMMERFIELD DRIVE, CARLISLE, PA 17013 ADDRESS SAIDIS, SHUFF, FLOWER & LINDSAY, 2109 MARKET ST., CAMP HILL, PA 17011 DATE DA, E For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% F2 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, t995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exem~)t a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicabfe even if the su~ving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a catural parent, an adoptive parent, or a stepparent of the child is 0% [72 RS. §9116(a)(1.2)]. The tax rate'~mposed on the net value of transfers to or for he use of the decedent s 'neal benefic'anes' 's 4.5%, exce p as no ed 'n 72 P.S. § 9116(1.2)[72 P.S §9 16(a)(1)]. The tax rate imposed on the net va~ue of traasfers to or for the use of the decedent's siblings is 12% [72 P,S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ,. , REV-1503 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROGENE E. BOUDMAN SCHEDULE B STOCKS & BONDS FILE NUMBER 21~04-0496 All pmper~y Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH LeggMason investment account #360-01223 (see attached d.o.d, valuation of individual stocks, pnncioal value: $63 113.64 plus accrued dividends: $106,00 63.219.64 TOTAL (Also enter on line 2, Recapitulation) $ 63,219.64 (If more space is needed, insert additional sheets of the same size) REV-150~ EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROGENE E. BOUDMAN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-04-0496 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with right of survivorship must be disclosed on Schedule F. iTEM NUMBER DESCRIPTION M&T Bank. checking account#3740896901 2 M&T Bank. savings account # 015004201538864, principal $869.90 plus accrued interest $0.05 3 Proceeds. sale of 1990 Dodge Shadow. 96 878 miles 4 Proceeds. sale of two air conditioners 5 Net auction proceeds, household go~s VALUE AT DATE OF DEATH 2.799.13 867.95 1.300.00 150.00 1.057.00 6,174.08 TOTAL (AJso enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROGENE E. BOUDMAN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-04-0496 Debts of decedent must be reported on Schedule ]. iTEM NUMBER DESCRIPTION AMOUNT 2. 3. 5. 6. B. 6. 7. FUNERAL EXPENSES: HOLLINGER FUNERAL HOME - professional services Casket Outer container Grave opening Cemetery equipment Death Certificates Flowers ADMINISTRATIVE COSTS: Personal ReDreseetatJve's Commissions Name of Personal Represenlatwe{s) Social Security Number[sl/EIN Number of Personal Rel)resentativelst StreetAddress 1,950.00 1,330.00 200.00 110.00 40.00 I 106.00 City Year(s) Commission Paid: State Zio Attorney Fees Family Exemption: ,If decedent's address is nol the same as c~a~mant s, attach exo~anauon Claimant Street Address city State Zio Relafionshio of Claimant to Decedent 3.500.00 Probate Fees 72.00 Accountant's Fees Tax Retum PreDarer's Fees Publish Estate Notices. Sentinel and Cumberland Law Journa 224.99 TOTAL IAIso enter on line 9 Recapitulation) $ 10.227.99 (If more space is needed, insert additional sheets of the same size) · REV-%512~EX+ (12~)3) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ROGENE E. BOUDMAN SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-04-0496 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. iTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH PPL ELECTRIC· UTILITY BILL Philip Carey. MD. medical bi Robert Boudman. reimbursement for water/sewer bill 29.56 100.00 23.76 TOTAL tAIso enter on ne 10. RecaDitulationl $ 153.32 (If more space is needed, insert additional sheets of the same size} REV-~,~3'~EX+ (9-00) COMMONWEN.TH OF PENNSYLVANIA INHERITANCE TAN RETURN RESIDENT DECEDENT ESTATE OF ROGENE E, BOUDMAN SCHEDULE J BENEFICIARIES FILE NUMBER 21-04-0496 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Jean H, Boudman, 41 Summedield Dr., Carlisle, PA 17013 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE daughter 1.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AN D GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-150B COVER SHEET 0.00 (If more space is needed, insert additional sheets of the same size) IlDIS, GUIDO, SHUFF & MASLAND 26 W. High Street LAST WILL AND TESTAMENT OF ROGENE E. BOUDMAN I, ROGENE E. BOUDMAN, of Carlisle, Cumberland County, Pennsylvania, being of sound 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. ~i~ST 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. I direct my personal representative to intern by body in the cemetery lot owned by me at Penns Creek Cemetery, Penns Creek, Sndyer County, Pennsylvania. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave and a contract for perpetual care. SECOND Ail the rest residue and remainder of my estate I give, devise and bequeath to my daughter, JEAN H. BOUDMAN. THIkD In the event JEAN H. BOUDMAN fails to survive me by thirty (30) days, then I give, devise and bequeath all the rest residue and remainder of my estate to my son, ~OBE~T W. BOUDMAN, per stirpes. klDIS, GUIDO, SHUFF & MASLAND 26 w, High Street Carlisle, PA FOURTH 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 estate. FIFTH 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 exercise any options to subscribe for stocks, bonds, or other investments. (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust 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 such AIDIS, GUIDO, SHUFF & MASLAND 26 w High Street Carlisle, PA 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. SIXTH I do hereby nominate, constitute and appoint my daughter, JEAN H. BOUDMAN to act as Executrix, of this my Last Will and Testament. Provided, however, that if she is unwilling or unable to act as Executrix, I direct the duties of Alternate Executor be performed by ROBERT W. BOUDMAN. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, ROGENE E. BOUDMAN, have hereunto set my hand and seal to this my Last Will and Testament, consisting of three typewritten pages, the first two of which bear my signature in the margin for identification, this ._~~ day of Signed, Testatrix, Testament Boudman sealed, published and declared by the above-named Rogene E. Boudman, as and for her Last Will and in the presence of us, who have hereunto subscribed ~IDIS, GUIDO, SHUFF & MASLAND !6 W. I&gh Street Carlisle. PA our names at her request as witnesses therete, in the presence of said Testatrix and of each other. COMMONWEALTH OF PENNSYLVANIA: : COUNTY OF CUMBERLAND : SS WE, ROGENE E. BOUDMAN, ROBERT C. SAIDIS and KANDI L. LENKER , the Testatrix and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of their knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. c~enefl~oudman, Testatrix ,'R°bert C~ Saidis , Witness Kahdi L. L~nkef , Witness Subscribed, sworn to and acknowledged before me by ROGENE E. BOUDMAN, the Testatrix, and subscribed to and sworn or affirmed to befor? m~ by ROBERT ~AIDIS , and KANDI L. LENKER , witnesses, this <~y~r~ ~/.~ , 199~_~. ary Public CERTIFICATE OF TITLE FOR A VEHICLE ~. - 942770065001749-001 1B3XP4800LN167590 I 90 I)0DGE 42698172102 SON 2/21/90 10/12/94 10/12/94 042033 0 BO ROGENE E BOUDMAN 116 E NORTH ST CARLISLE PA 17013 DATE AUTHORIZED REPRESENTATIVE ROGENE E BDUDMAN 116 E NORTH ST CARLISLE PA 1701~ HONARD YERUSALIM 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB- 12 Saidis, Shuff, Flower & Lindsay Attorneys At Law 2109 Market Street Camp Hill, Pennsylvania 17011 Phone (888) 502-4349 Fax (302) 934-2955 June 21, 2004 Re: Estate of: Rogene E Boudman Social Security: 190-26-6976 Date of Death: Map 23, 2004 Dear Mr. Thomas E. Flower: Per your inquiry dated June 09, 2004, please be advised that at the time of death, the above-named decadent had on deposit with this bank the following: l. Type of Account Account Number Ownership (Names Opening Date Balance on Date of Death Accrued lnterest Total Checking Account 3740896901 Rogene H Boudman 10/15/99 $2,799.13 $ 0.00 $2,799.13 Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued lnterest Total Savings Account 015004201538864 Rogene H Boudman 10/15/99 $867.90 $ .05 $867.95 Please be advised, there was no safe deposit box found for the above decedent. In response to your request to close the accounts, I am forwarding your request to the decedent's branch ofrecurd today. For fih-ther account information, closures end/or reimbursement of funds, please call the Spring Garden Office # 717-240- 4525. Sincerely, Nancy Clagett Records Management . OWE'S AUCTION SERVICE Bill Rox~e (~U 15381,) Ben Rowe (AU 1092L) 2505 Ritner Highway * Carlisle, PA 249-2677 697-4794 249-1978 Auction Is Action Call '~:towe' For Satisfaction (RH 79L) SEP 2 8 2004 Bob Rowe (AU 2276L) Dave Rowe (AU 229§L) t ..iv [ ,,~ , DESCRIPTION OF IVI~JtCH~DISE I Commission the Auctioneers ~o sell the merchandise to the highest bid~br by Public Auctzon. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the own~ or authorized represen- tative of the merchandise, goods and or property and have good title and the right to, ell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I s~gree to hold harmless the Auctioneers a~ainst any claims of the nature referred to in this agreement// Less Sale Expense: _~'~o Comn~seion AQctioneer $ OTHER: TOTAL SALE EXPENSE DEDUCTED $ ~ar~TIO~ATURE SELLERS SIGNATURE ESTATE VALUATION Estate of Rogene E. Boudman Account: 360-01223 Type: Estate account Opened: 06/08/04 Personal and Confidential A Service of Legg Mason Wood Walker, Inc. Financial Advisor: Charles J. McKain/David K. Metz- Carlisle, PA September 23, 2004 We believe the information to be accurate but Legg Mason Wood Walker, Inc. cannot be hem responsible for any losses caused by inadvertent errors and/or omissions, lf there are any errors and/or questions regarding this report please contact your Legg Mason Financial Advisor. 139 24 150 4O 2OO 273 232 2 126 604 LEGG MASON WOOD WALKER, INC. ESTATE TAX SECURITIES VALUATION NAME OF ESTATE: ROGENE E. BOUDMAN DATE OF DEATH: MAY 23, 2004 SHARES PRICE HIGH/ LOW/ MEAN MEAN OF SECURITY ACCRUED OR PAR DESCRIPTION DATE ASK BID PRICE MEkN VALUE DIV/INT AGERE CL A 05/21/04 2.230 2.170 2.200 2.245 $ 4.49 $ CUSIP:00845V100 05/24/04 2.360 2.220 2.290 61 AGERE CL B 05/21/04 2.090 2.030 2.060 2.108 128.59 CUSIP: 00845V209 05/24/04 2.240 2.070 2.155 19 AVAYA INC. 05/21/04 14.910 14.590 14.750 14.760 280.44 CUSIP: 053499109 05/24/04 14.940 14.600 14.770 75 AT&T CORP 05/21/04 17.150 16.860 17.005 16.920 1,269.00 CUSIP: 001957505 08/24/04 17.050 16.620 16.835 324 BELLSOUTH CORP 05/21/04 25.910 25.460 25.685 25.498 8,261.35 CUSIP: 079860102 05/24/04 25.600 25.020 25.310 DELPHI CORP 05/21/04 9.870 9.660 9.765 9.853 1,369.57 CUSIP: 247126105 05/24/04 10.070 9.810 9.940 DIRECTV GROUP INC 05/21/04 17.170 16.980 17.075 17.185 412.44 CUSIP: 25459L106 05/24/04 17.450 17.140 17.295 DUQUESNE LIGHT HLDS 05/21/04 18.490 18.160 18.325 18.463 2,769.45 CUSIP: 266233105 05/24/04 18.750 18.450 18.600 ELECTRONIC DATA SYS. 05/21/04 16.050 15.730 15.890 15.890 635.60 6.00 CUSIP: 285661104 05/24/04 16.060 15.720 15.890 GENERAL MOTORS 05/21/04 43.860 43.000 43.430 43.500 8,700.00 100.00 CUSIP: 370442105 05/24/04 43.920 43.220 43.570 JPMORGAN CHASE 05/21/04 36.240 35.870 36.055 36.123 9,861.58 CUSIP: 46625H100 05/24/04 36.470 35.900 36.190 LUCENT TECH. 05/21/04 3.320 3.150 3.235 3.225 748.20 CUSIP: 549463107 05/24/04 3.280 3.150 3.215 NEWS CORP ADR 05/21/04 33.150 32.720 32.935 32.948 65.90 CUSIP: 652487802 05/24/04 33.100 32.820 32.960 QWEST COMMUNICATIONS 05/21/04 3.820 3.730 3.775 3.800 478.55 CUSIP: 749121109 5/24/04 3.900 3.740 3.820 SBC COMMUNICATIONS 05/21/04 24.520 24.210 24.365 24.280 14,665.12 CUSIP: 78387G103 05/24/04 24.400 23.990 24.195 VERIZON COMMUNICATIONS 05/21/04 36.020 35.600 35.810 35.680 9,062.72 CUSIP: 92343V104 05/24/04 35.960 35.140 35.550 LEGG MASON WOOD WALKER, INC. ESTATE TAX SECURITIES VALUATION NAME OF ESTATE: ROGENE E. BOUDMAN DATE OF DEATH: MAY 23, 2004 SHARES PRICE HIGH/ LOW/ ~iEAN MEAN OF SECURITY ACCRUED OR PAR DESCRIPTION DATE ASK BID PRICE MEAN VALUE DIV/INT 180 VODAPHONE GROUP ADR 05/21/04 24.550 24.320 24.435 24.448 $ 4,400.64 $ CUSIP: 92857W100 05/24/04 24.600 24.320 24.460 SECURITIES TOTAL $ 63,113.64 $ 106.00 TOTAL VALUE $ 63,219.64 BUREAU OF INDIVIDUAL TAXES TNHERZTANCE TAX DTVTSTON PO BOX 280601 HARRISBURG, PA 17128-0601 THOMAS E FLOWER SAIDIS ETAL 2109 MARKET ST CAMP HILL COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH F/LE NUMBER COUNTY ACN 11-29-200q BOUDMAN 05-25-200q 21 0~-0~96 CUMBERLAND 101 Amoun~ Rem'i tted ROGENE E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-15&7 EX AFP (01-03) NOTICE OF /NHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOUDMAN ROGEHE E FILE NO. 21 0~-0~96 ACN 101 DATE 11-29-200q TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 5. Closely Held Stock/Partnarsh/p Znteres~ (Schedule C) (5) q. Mortgages/Notes Raca/vable (Schedule D) (q) 5. Cash/Bank Dapos/ts/Misc. Personal Property (Schedule E) (5) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/M/sc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 65/219.6q .00 6/17~.08 .00 .00 NOTE: To /nsure proper credit to your account, subm/t the upper port/on .00 of th/s fora with your tax payment. .00 10,227.99 153.52 (e) 69,$93.72 15. lq. MOTE: ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rate 16. Amount of L/ne lq taxable at Lineal~Class A rate 17. Amount of L/ne lq et S/bl/ng rata 18. Amount of L/ne lq taxable at Collateral/Class B rata 19. Pr/nc/pal Tax Due TAX CREDITS: PAYMENT RECEZPT DZ$COUNT DATE NUMBER INTEREST/PEN PAID (-) 08-19-200~ CDOOq291 132.78 (11) 10.381.51 (l~) 59,012.21 Char/~able/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Nat Value of Estate Sub~mct to Tax (lq) Zf an assessment ~as issued previously, lines lq, 15 and/er 16, reflect flgures that include the total of ALL returns assessed to date. .00 59,012.21 17, 18 and 19 will ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (is) .00 x 00 = .00 (~6) 59,012.21 x 0q5= 2,655.55 (17) .00 x 12 = .00 (28) .00 x 15 = .00 (~9)= 2,655.55 AMOUNT PAID 5,500.00 TOTAL TAX CREDIT I 5,632.78 BALANCE OF TAX DUEl 2,977.23CR ZNTEREST AND PEN. .00 TOTAL DUE Z,977.2~CR ( ZF TOTAL DUE ~S LESS THAN $1, NO PAYMENT ZS REgUIRED. ~ 5~/- / ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DU E~_~-, A REFUND. SEE REVERSE SZDE OF THZS FORM FOR [NSTRUCTZONS.) RESERVATION: Estates of decedents dying on or before December 1Z, [982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after tho expiration of any estate for life or for years, the Coamoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at tho laafu! Class B (collateral) rate on any such future interest. PURPDSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADH/N- 1STRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of Z000. (72 P.S. Section 91qO). Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ehich mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications arm available online at mw~.revenue.state.pa.us, any Register of #ills or Revenue Oistrlct Office, or from the Department's Z~-hour answering service for forms orders: [-800-562-2050; services for taxpayers ~ith special hearing and/or speaking needs: 1-800-~7-5020 (TT only). Any party in interest not satisfied ~ith the appreisment, alloHance or disallowance of deductions or assessment of tax (including discount or interest) es sheen on this Notice may object ~ithin 60 days of the date of receipt of this notice by filing one of the folloeing: A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at wH~.boerdofappaals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals wabslta. You may also send a aritten protest ta PA Department of Revenue, Board of Appeals P.O. Box 281021, Harrisburg, PA 1712B-1021. Petitions may not be foxed. B) ElacUon to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Indivldual Taxes, ATTN: Post Assessment Revie~ Unit, P.O. Box 280601, Harrisburg, PA 17128-0601 Phone (7[7) 787-650S. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-la01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of the tax paid is allo~ed. The 15Z tax amnesty non-participation penalty is computed on the toter of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning ~ith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ~hich became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .00016~. All taxes ghich became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor ~ 20Z .O005~B ~'~'8-1991 112 .00050! ~'~ 92 .O00Zq7 1983 16Z .000~58 1992 92 .0002~7 ZOOZ 62 .O0016q 198~ llZ .000501 1995-199q 72 .O0019Z 2003 52 .000137 1985 132 .000556 1995-1998 92 .0002q7 2004 qZ .000110 1986 102 .00027~ 1999 72 .000192 1987 lOX .O00ZTq ZOO0 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUI~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -,.-",-,[ ,~lNHERITANCE TAX -~r~~EMENT OF ACCOUNT '* REV-l6Dl EX AFP 112-D~1 28 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-10-2005 BoUDMAN 05-23-2004 21 04-0496 CUMBERLAND 101 RoGENE E THOMAS E FLOWER SAIDIS ETAL 2109 MARKET ST CAMP HILL Allount Rellitted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~~:r&~~.!5r.A~~..rG1.:6!1........;..;rA~!~~e1r~l5r.~tl"~~lnff.o,r.l~1:60~...iE...................... ESTATE OF BoUDMAN RoGENE E FILE NO.21 04-0496 ACN 101 DATE 01-10-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 11-22-2004 PRINCIPAL TAX DUE:. 2,655.55 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-19-2004 CD004291 132.78 ~ 5,500.00 12-21-2004 -> REFUND .00 2,977.23- TOTAL TAX CREDIT 2,655.55 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J ~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Rogene E. Boudman Date of Death: May 23, 2004 Will No. 2004-00496 Admin. No. 21-04-0496 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes -K.; No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 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 x. b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X; No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk ofthe Orphans' Court and may be attached to this report. Date~?9-IG-O r LL: C i i. C ~ ,- Thomas E. Flower, Esquire LD. No. 83993 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, P A 17011 (717) 737-3405 Capacity: _ Personal Representative ~ Counsel for Personal Representative