Loading...
HomeMy WebLinkAbout06-25-101505607121 ~"1~~"1 ~~o EX (06-05) OFFICU1t. USE ON4Y ~n,D u~~ Courtly Code Yeer Fie Number POevx2if INHERITANCE TA-X RETt~RN 2 1 1 0 0 3 2 0 pa t»2a-a~oa R ~ tCED~E1~' ENTER DECEDENT MIFORIi~ATK'~i~l BELOW Social Security Number Date of Death Date of Birth 1 8 2 1 6 1 5 8? 0 3 2 5 2 0 1 0 0 9 1 1 1 9 2 1 Decedent's Last Name Suffix Decedent's First Name MI B U C H E R E L A M H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's. First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS R~ MUST BE FIILE~i IN DUPLICATE WITH THE ~E+~~~-TER IC}~ BLS © 1.Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) © 6. Decedent Died Testate ~ 7. Der~dent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. LitigatSon Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) betvreen 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - TH/S SECTIf~N IR/ST BF COefPLETED, aLl CtaIPRESPf7-NDENCE AND C~IIF~"IEN1 iliL TIU(hltfI11~V SHOULD BE DtREGTED T0: Name Daytime Telephone Number I V O V O T T O I I I ? 1? 2 4 3 3 3 4 1 Firm Name (If Applicable) M A R T S O N L A W O F F I C E S First line of address 1 0 E A S T H I G H S T R E E T Second line of address City or Post Office State ZIP Code :~ __ ,~- - RECI3T~OF WILLS U NLY _ -~ _ , ~'~. ,. ~ {~ ~ ' I"~ i.-,ra,,7 ~ ~ ~ ~`M, ~~ .~ ~ -- • • ~ -~- ;-ri 4,. ~~~ ~,./ --_~TE FILED --_~ _ _ '.~.z ~~ C A R L I S L E P A 1 7 0 1 3 Correspondent's e-mail address: I O T T O~ M A R T S O N L A W• C O M Under PanalJies of penury, ! dedare that i haws exantned d~a r+elum, ~' 8ceooaP~-Yin9 sdtedt~s end , ~ to the beat of my iawwstedge atd belief, d is true, correct end oa~plefe. Det~anetion of P-' other than the personal re~pr~esentelh+e is based wt aN ~t ~ whict-1' hoc arty b-ow~ed~e. ~..__._~ SIGMA OF PERSON RES ~'~fB~L~ FOR FILING RETURN DATE ADDRESS ~' 2266 WEBER DRIVE DEXTER MI 48130 S! ARER OTHER THAN REPRESENTATIVE DATE .. ... ADDRESS 10 EAST HIGH STREET CARLISLE PA 17013 PLEASE USE ORIOINAL FOI'~MM ONLY aide 1 1505607121 1505607121 J 1505607221 Ri_V-1500 EX Decedent's Soaai Security Number Qe~~Name: El.AM H• BUCHER 1 8 2 1 6 1 5 8 7 RECAPiTULATitN~l 1. Real estate (Schedule A) ............ .......................... 1. 1 8 5 0 0 0. 0 0 2. stoats and Bonds (Schedule e) .................................. 2. 9 9 6 6 3 . 6 8 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. • 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 1 0 9 3 2 2 . 6 8 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 0 . 0 0 7. Inter-Vivos Transfers & Miscellaneous N~Probate Property S h l G d Billi S R ? 0 5 ? 8 8 9 ( c u e ) U e eparate ng equested ....... 7. . 8. Total Gross Assets (total Lines 1-7> ........................... 8. 4 6 4 5 6 5. 2 5 9. Funeral Ex Haas 8 Adnnnistrative Costs (Schedule H pe ) ......... ....... S. 3 ? 2 5 4 . 1 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10. 1 3 1 . 1 3 11. Total Deductions (total Lines 9 8 10) .................... ....... 11. 3 ? 3 8 5. 3 2 12. Net Vaflue of Estate (Line 8 minus Line 11) .................. ....... 12. 4 2 ? 1 ? 9 . 9 3 13. Charftabie and Govemmentai Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........... ....... 13. • 14. Nat Yatuos 8~OCt to Tax (Line 12 rrr>inus Line 13) .................. 14. 4 2 7 1 ? 9 . 9 3 TAX COMPUTATION -SEE fIN8TRUCTiON8 FOR APPLICABLE RATES 15. Arrwiint of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (aK1.2) x .0 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at -ineal rate x .045 4 2 7 1 7 9. 9 3 16. 1 9 2 2 3. 1 0 17. Amount of Line 14 taxable 0. 0 0 17 0. 0 0 at sibling rate X .t2 . 18. Amount of Line 14 taxable 0 0 0 D 0 0 . at collateral rate X .15 1 g. . 19. Tax Due ................................................19. 20. FILL IN THE OVAL !F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 1505607221 Side 2 1 9 2 2 3. 1 0 1505607221 REV-1500 EX Page 3 Decedent's Complete Address: mile Number 21 10 0320 DECEDENT'S NAME ELAM H. BUCHER STREET ADDRESS 210 BIG SPRING ROAD CITY - ____ _. _~_______---- _- __ - ___-- STATE ZIP NEWVILLE ~ PA 17241 Tax Payments and Credits: ~~ Tax Due (Page 2 Line 19) (1) 19,223.10 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 961.16 Total Credfis (A + B + C) (2) 3. fnterest/Penalty ifapplicable D. Interest E. Penalty Total Interest/Penaltj+ (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the di11'sl~ence. This is the OVERPAY~IIfT. FN! ~ oust on ~ ~ LN» 20 hi r+oepNSf s r~td. 5. If Line 1 + Line 3 is gr~er than Line 2, enter the difference. This is the TAX DUE A. Enter fhe interest on the tax due.. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 96].16 (3) 0.00 (4) 0.00 (5) 18,261.94 (5A) (5B) 18,261.94 Make Check Payable to: REGISTER' QF 1~ita~, A+~ElVi' ~~ . n ~..; , PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" iN THE APPROPRIATE BLOCKS 1. Drd decadent make a transfer and.' Yes No a. retain the use or income of the property transferred : ...................................................................... ^ b. retain the right to designate who shall use fhe 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 aRer December 12, 1982,. did decedent trensfer property within one year of death without receiving adequate consialeretion? ....................................................................................... 3. Did decedent awn an 'in trust fior" or payable upon de~h bank account or security at his or her death? ......... ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designatron? .................................................................................................. ^ 0 IF THE ANSVi~R TO ANY OF THE ABaVE QUESTIONS IS YES, YOU MUST COMPLETE SCH~DULE G AAfD FN.E IT AS PART OF THE RETURN. ,~.~ ,~: For dates of death on or aRer 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 three (3) percent (T2 P.S. §9116 (a) (1.1) (ij). For dates of death on or sitar January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent (12 P.S. §9116 (a) (1.1) (ii)). The statute does not exenrot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rye imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the chAd is zero (O) percent C72 P.S. §9116(a)(1.2)J. The tax rate imposed on the net value of trenstbrs to or for fhe use of the decedent's lineal beneficiaries is four and aye-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1) j. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116(a)(1.3)j. Asibling is defined, under Section 9102, as an individual who has at least one parerrt in common with the decedent, whether by blood or adoption. REV-15Q2 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA RE~4~ ~~TAT~ INHERITANCE TAX F2ETURN RESIDENT DECEDENT ESTATE OF t=fLE ~A SLAM H. BUCHER 21 10 0320 AN real property owned so11~- e~-ass (fit M aoa~on be Aporbd at filr t vale. Falr market velu~s is det~ed es the prk:e at a~+d- properrty w~outd be exchanged betw+eer~ a wp buyier anct a te~linq seNer, r>elEher beep oon>peMedi M buy a seN, both hevr~ng jreeaExteble ta~owfealge of the facts. RaN , wirJidt Is twd- o~se rnrsafbe on SchadtrN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Real Estate located in Lower Mufflin Twp., known as Tax Parcel No. 1505-4413-029, being 185,000.00 described in Deed dated 6/9/198.8 and recorded in Cumberland Co. Deed Book "J" Vol 33, Page 957 and being conveyed to Elam H. Bucher, Decedent herein. Vale is actual sale value. See attached Settlement Statement TOTAL~(A1so enler~ on line 1, Recapitulation) j s 185,000.00 .. i ~~ ~_ (-f more space k nee®bd, krsert addNlar-al of d-e same siza) REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOC~~ ~ BDNDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Of FEE NII~IR ELAM H. BUCHER 21 10 0320 Atl prr-Palyl~tty~o+nnfd wrtlE- rght of swvivrDrsiNp mwt bs dfscbs+d on Sd-sdWe F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 9616 Shares Fulton Financial Corp. PA CUSIP 360271100 99,573.68 (See attached) 2. 9 shares, Preferred, Cumberland Valley Cooperative, Certificate No. 10728, issed at $10/share 90.00 Cash value for liquidation, $10/share TOTAL (Aiso utter on line 2, RecapifuJation) ~ 99,663.68 (tf more space is needed, Insert adc~onal sheets of fire same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SLAM H. BUCHER SCHEDULE E GASH, BAHK~ ~-''CSITS, ~ M1S~. PERS~H~L !~RQPERTY Jndude the of ~ end the dabs #~ P were~n AN w~+h olswvlrrn-ship t be dW 1 TEM NUMBER DESCRJPTION 1. F&M Trust, checking .account #35-01868 (See attached) 2. F&M Trust, CD # 015-299-1713 ($105,778.34 + 808.50 accrued interest) (See attached) 3. American Legion, Death Benefit (See attached) 4. Failor-Wagner Post 421 Home Association, death benefit 5. Tax Proration 6. Green Ridge Village, refund 7. Green Ridge Village, refund of remaining balance in personal account 8. Adams Electric Co., refund 21 10 03 ay ~ aerate. on .d+ak F. VALUE AT DATE OF DEATH 57.29 106,586.84 100.00 100.00 362.33 2,008.60 100.02 7.60 TOTAL (Also enter on lime 5, Recapitulation} ~ 3 109,322. (Jf more space is needed, insert adaNBor-at sheds of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHC~U~. G INTER-V/VOS TRANSFERS 8 MISC. NON•PROBATE PROPERTY ESTATE OF FILE ~R ELAM H. BUCHER 21 10 0320 This schedule must be completed and !ilea! if the answer to any of questions 1 through 4 on the reu!dtrse side of the REV 1500 COVER SHEET is yes. ITEM NUMBER DESCRfPT10N OF PROPERTY arc~uo~ r~ ~ ~ ~ . ~~ aEUr ro oEC~r~ TME0i1~0fra""~R "n"a+"coavo~n+en~aFOaa~u.esr"iE. DATE OF DEATH VALUEOF,~SSET 96 OF DECD'S INTEREST EXCLUSION ~~"rvr. TAXABLE VALUE 1. Twin City Financial checking 9883718239; made jt. with sons, 620.77 100. 620.77 Steven C. Bucher and Sidney S. Bucher, 2!2010 (see attached) 2. Twin City Financial Money Market 4440493288, made jt. with so 72,958.12 100. 3,000.00 69,958.12 Steven C. Bucher and Sidney S. Bucher, 2/2010 (see attached) TOTAL (Also enter on line 7 Recspituta~or-) ~ s 70,578.89 .. (If more space is needed, insert addltPor-al sheets of the'sanre size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNER~I~. ~"NSES INHERITANCE TAX RETURN ~ p~HIS-T~AT ~I ~ CQS•TS• RESIDENT DLC ESTATE OF FIi.E NUR SLAM H. BUCHER 21 10 0320 Debts of decedent trust be npOtbd on Stmt I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1. Egger Funeral Home 2. Green Ridge Village, funeal luncheon B. 1 ADMINISTRATIVE COSTS: Personsi Representt~tilre's Commissions Mama of Personal Repuasentative (s) Street Address Year(s) Comnussion Pahl: State ~,,,_ Zip 2, AttomeyFees MARTSON LAW OFFICES (estimated) 17,000.00 3. Family Exemption: (If decedent's address is not the same as daimant"s, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills ..269.00 5 Acc~unt~t's Fees 6 Tax Return Preparer's Fees 7. Filing Fee, Inheritance Tax Return 15.00 8. Additional Probate Fee 200.00 9. Certified mailing -Department of Public Welfare 5.54 10. Spencer & Spencer Realtors, commission 4,625.00 11. Smart Choice Reatly, commission 4,625.00 12. 1% Realty Transfer Tax 1,850.00 13. Rosenberry Septic Services 351.00 14. County Real Estate taxes 1/1/2010-4/15/2010 88.97 15. Home repair pending disposition of real estate 200.00 16. Wire Transfer Fee 15.00 TOTAL (Also enter on line 9, Recapitulation) a 37,25.4.19 AMOUNT 7,651.93 357.75 (lt more space is needed, insert adalitior-~ sheets of the same size) REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVAN{A INHERITANCE TAX RETURN SCHEDU~.E DEBTS 01~ d~~'E~L~Il, MQRTGACf U~BILtT1'~S, ~ LIENS ESTATE OF FILE Nt1~BER SLAM H. BUCHER 21 10 0320 Report debts ~rcun{rd by the dreed~t prlOt b dontl>f wfliclr nn-nintd unpaid ss of tl~e data of doh, lhckrdl~- tmrrolrnbtuaad medkaf expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Millennium Pharmacy, account payable Adams Electric Co., account payalbe 98.74 32.39 TOTAL (Also enter on line f Q, Recapitulation) ' S 131.13 (N more space is needed, insert ad~fionei sheets of the-same site) REV-1513 EX + (9-Od) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BEN~FIG~IARIl~S INHERITANCE TAX RETURN RESIDENT DECEDENT ' ESTATE OF _ _ FILL AItER ELAM H. BUCHER ~> >n n~~n RELA]"lON3"HfP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DrD Nbt fast Tnr~>~(s) OF ESTATE I TAXABLE DISTRIBUTIONS (lndude vuMgM spousal dlsM6utbns, and tra+-sAers under . Sec. 9116 (e) (1.2)1 1. Steven C. Bucher Lineal 213,589.97 2266 Weber Drive Dexter, MI 48130 2. Sidney S. Bucher Lineal 213,589.96 77 Timber Lakes Heber, UT 84032 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE QIV LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15Q0 COVER SHEET II. NON-TAXABLE f~STRIBUT/ONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET ~ (-r more space is neerlea-, i-tselt additlor-al sheets of me same size) REV-1500 Discount, Interest and Penalty Worksheet Discoun# Calculation Total Amount Paid within three calendar months of the decedent's date of death:. __ _______19 233.1.0 Discount: 961.16 Interest Table Year Days D+ai#rtquent this time perl~d I--------- - --- ;Before 1981 ! Balance Due this year Interest -- - --_-- this period -----~, x-1982 - -- 11.983 _--- ~ 1984 -- -; 1985 I ! 19.86 ! - , -- ---------- 11987 ~ i 1988 through 1991 - - - ---- - _-_ ___~ J '~.1992--- -- ^-____-_-_-_ 1.1993 thro h 1994 1995 through 1998 ~_ (....1999 ---- ----- z0oo - ----~--- '~ zaol zoos r ---___- ------ __ - ------__--------- ---- 2003 ~ ^ _- ~ 2004 '~ Z005 -- ! ~._--~ --- ------ i - _y ~' 2006 ~ ----{ 2007 2008 ~ 2009 - - - - - ---- ------i-- ~ ! -- - - --- - ------,', ~ i -- ..TOTALS __ _-_ _ ~ _._- -- -_-! _ ~ - Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: LAST Wx':~L AND TESTAMENT I, ELAM H. BUCHER, of Lower Mifflin Township,. Cumberland County, Pennsylvania, being; of sound and disposing .mind and memory, do hereby make, publish and .declare this to be my Last Will and Testament, hereby .:evoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and X11 inheritance taxes shall be paid from my residuary estate as soon as practicable after my decease ~', and as part of the administration of my estate. 2. I give, devise and bequeath all of my estate, both real and personal .property, in equal. shares, unto my sons, STEVEN C. BUCHER and SIDNEY S. BUCHER, absolutely. 3. In the event my said so.z, STEVEN C. BUCHER, shall predecease or fail to survive me by :.Wore than .,.thirty (30) days, then I direct. that his share shall be held by my Trustee, in trust, for the following, purposes: (a) I direct that rr.y Trustee shall hold, invest and reinvest the same, collect the income arising therefrom, and after paying all expenses incident to the management of the trust, to use and apply as much of the income and principal as Imay be necessary in the so~~ discretion of my Trustee, in equal - Page One - LAW OFFICES -- MARTSON. DEARDORFF, WILLIAMS & OTTO shares, f or the support, well-being and education of the children of STEVEN C. BUCHER. (b) I direct that the income arising from said trust shall be payable in equal shares directly to my said grandchildren as they attain the age of eighteen (18) years. (c) I direct that each of my said grandchildren shall have the right of withdrawal of his or .her share of the principal of said trust as each attains the age of twenty-one (21) years. (d) In the event any of my said grandchildren shall fail to attain the age for distribution of any part of their share and shall be survived by issue, then his or her share shall be held ~by my Trustee for said issue and distributed to them equally as each shall attain the age of twenty (20) years. The share or undistributed share of any of my said grandchildren who shall not be survived by issue shall be distributed by my said Trustee equally to my remaining grandchildren in accordance with the terms hereof. (e) Prior to the distribution of the principal. of any share, my said Trustee shall have the sole discretion to invade the principal of said share for the support, maintenance and education of such grandchildren or issue of such deceased grandchild, regardless of age. (f) To the extent that the same is permitted by law, none of the beneficiaries hereunder shall have any power to dispose of or to charge by way of anticipation any interest given to such beneficiary; and all sums payable to such beneficiaries hereunder - Page Two - LA~V OFFICES - MARTSON, DEARDORFF, WiLLiAMS & OTTO shall be free and clear of the debts, contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and attachments and proceedings of whatsoever kind, at law or in equity. 4. I nominate, constitute and appoint my sons, STEVEN C. BUCHER and SIDNEY S. BUCHER, or the survivor, as Executors of my estate. 5. I nominate, constitute and appoint WANDA BUCHER. as Trustee under the terms of this Last Will and Testament. 6. I direct that neither my Executars nor my Trustee shall be required to file a bond to secure the faithful performance of i duties in an 'urisdiction. II the r y ~ 7. I authorize and empower my personal representatives and Trustee, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to ,join in or secure the partition of same; to compromise any claims - Page Three GAS OFFICES - MARTSON, DEARDORFF, WILLIAMS do OTTO • {or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from.. any other share; and to execute and deliver such instruments as may be necessary to carry out any ~ of these powers . IN WITNESS WHEREC-F, I have hereunto set my hand and seal this ~'7~' day of , 1989. ~jr'7 Cy~k~,.. ( SEAL ) Elam H. Sucher SIGNED, SEALED PUBLISHED AND DECLARED by the above-named Testators as and for his Last Will and Testament, in the presence of us, who at his request have hereunto subscrib®d our names as witnesses thereto, in the presence of said Testator and of each other. Page Four LAW OFFICES -- MARTSON, DEARDURFF, WILLIAMS ~ OTTO • COMMONWEALTH OF PENNSYLVANI~- SS. COUNTY OF CUMBERLAND ) L, Elam H. Bucher, Testator, whose name is signed to the attached or foregoing instrument, having.. been duly qualified according to taw, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. am ~ uche Sworn or affirmed to and acknowled ed before me by Elam H. Bucher, the Testator, this j'J~'~day of (~„~,~,~,~,,"c,-Y . 1989. Notary Pub is COMMONWEALTH OF PENNSYLVANIA ) scat Itimb~ely Bp V~~. Nvf+~-1- P+~N~c S S . Cam 9o~viph, ~+r COUNTY OF CUMBERLAND ) ~~~'"'~ ~• ~- ~~~ We , rZ'Yd Y. C~f~o .[~ CLn tti ~` ta..r-.bQ.r'C,2. E'..S~e e ~"~...~;: ..r the witnesses whose names are signed to the attached~~~or'foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will; that the ..Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the asst of our knowledge the Testator was at that time 18 or more years of age,. of sound mind and under no constraint or undue influence. Address _ ~ n et .i Aadress~ r Sworn or affirmed to and subscribed before me tni3 /~'~~ day of ~_ , 1989. Notary Publi Nalal Ssat cumb~rtand Ny~Cammi~.ta~ L~irpires Dsc. 23,~1~1 LAS OFFICES - MARTSON. DEARDOAFF, WiLLiAMS ~ OTTO .~ ~' ~f OMB Approval No. 2502-0265 ~~~~'~~O ~ • •~ A. Settlement Statement (HIJD-1) i +~ dYt~ 1. []FHA 2. QRHS 3. []Conv. Ur4ns. 4. [~VA 5. ^Corn. Ins. ~ C. Nab: This ~~ ~wNdb qw you • shNansala.cYal ssalansntaogs. AnaunlspMOb snd by MN sslrsnNnt ~ ~ shown. hsans ss>~d'~.oarwas psw oul~dit r» n~yr rA shown hsw tot tnbnns~pond pixp~s snd sra Ant indudsd' h Nt baw. D. Nsm. ~ Add~a a eonowrr: E Nwn. ~ Add~ss a Se1sr. ~. ~ i Adersss a Under: HARVEY 8. RAMER ESTATE OF Et.AM H. 9UCHER USaA 988 i~ ~RiMG ROAD 303 SHED ROAD 401 EAST LOUTHER STREET, SUITE 304 SHIPf'I:NSBURG, PA 17257 NEWV'IU.E, PA 17241 CARLISLE, PA .17013 0. Propal~- UcsiYan: H. SstdarMn! AgsM 1. Ssrisnwnt OsM / O~sbusemsnt DaM 303 SHED ROAD 8 IRVINE ROW, CARLISLE, PA 17013 41158010 14/158010 PA 17241 (CUIY~IERLAND) NENVHB.LE (717) X13-2121 , (15-0',0413-029, LOMMER tNIFFt.tN TOVWNSHIP) pao. a SNwnNne 8 IRYH~ R~iM1, CAR1.~9LE, PA 17013 ~~ 990" ~. 901. Interest in~m~'E X10 ' .. ~ both t3FE ~i 902. Insurance Premium-:~ . ~ ~ 903. Haneownei's insur8nce ~ t-am OFE.~11 y. 4309. ~ , ; 1301. Reeked setvkee Oat ~ do 'tor ~ ~ ' ". `;~{ .;. hoii 1302. . 1303. Pest f .., . .... 1305. Septic Inspection ~Taftk to 36Moed:.' •' 5400.00 5351.00 _ 1308.2010 Texet 1p L ViArNpr; TsoE~ : " -.. ...: ` .:,..:..: ~ ~ , `: ~ 5312.24 ~~~ , r ~, ~.z s .i f Cft,i.ilf~ ~A i'4R~.`SSt`i,. 50.00 50.00 x0.00 50.00 50,00 50.00 51,e5o.oo 51,850.00 Char~gea 1'~tt Can ini~l depoelt fa your eecrcw aoooant # 1001 DeNy InOe-eet , .. ; :: . , .: ; ~ ~~ ~ 901 ~ 50.00 /dery. . Hartearrt~ krtrrarres ~ ~ ~ Title services and iendw'a title Meurance _ ~ ~~101 , , Owner's Idle ireauance 1D ~ 1105 ' Home InapectionlV4btltSeptlc 1i 134>6r ' Rest Inspection ~ 1303 Does your bent have i balloon payntarrt? arnountowed kbludng escrow aCOOUn1 pyrrii~' ` ,~, ~ ~ ., w . ....... ~~ ~~ ~ .tai ~.' ~. 51,309.00 51,258.21 5000 50.00 5540.00 50.00 51,509.00 51,5s3.r~ 60,00 10.00 5775.00 ~.~ 575.OO so:oo 33 yeas :: 4.875 9~ 5 940.~~~ ktdudea a1 o 0 hta ^Yes, 8 raan rise b a nwdnwrn d 96. The Ikat change wiN be on and can chairnge apair- every . Every dele~ yar ~ttsrest rats can irxxere or decrease by 9G. Over the N1e d the loan, Parr iMereat tale kr quaranEerrd b never be bwer than 9G ar higher tltart 96. [/~ No. ^ Yea, tl can rise to a mardnturrt d 5 0 No. ^ Yea, dts drat Increase can be an std qte rnan~y amount awed can rise to 5 Tne man~num n can ever rise b b 5 . [/] No ^Yea, y«rr maxinsan prepayment psnaky ~ 5 ^/ No. ^Yes, you have a baNoor- payment d i due in Y~ ~ [] You do not have a montMl- eaaow payment to itana, such ae property taxes and ltorrteovrrtera Maurartcs. You moat pay then item dkectht to yo~se8• [/] You have an additlonai rt+onthif+ escrow patrn>ent d 5 .940.39 that reeulm b a total initlal montltly antatnt owed d; .This includes prince{, irttereet, any ntor'Igage bntxartce ~ ~Y ibnn dterlced below: y~~,~ 55n.oo -513.00 a -~.~ `~ s Supplerr~ntal Page _ HUD-1 Setgement Statement a~~~ ~ ~ ~, _i. . I haw ~rrlwied MM HUD~1 SawenNnt SteMnNnl snd b tln beet d whjt Ie~owMdOe and baMt ~ k bw and aor~ab ekkmeat of aN and dkbunten~lt made an mlr aaoouM a by me in tAk IraneacMon. 1 hem ~ Wit I hwarooriwd a ~ d the HUQ1 Sepnnent 81eMn~nt. a HARVEY ~ SE sTtvt~, a s1ot~Y s. The HUD~1 SeMkmeM Salement whkh 1 hew p~paiad k a Uw and aocurak aooount of wk Meactlon. I haw cawed a I wil aua tM tends b be dyed N aoco~+oe r~ ~ sleMnwnl. Date of Death: 03/25/2010 valuation Date: 03!25/2010 Processing Date: 04/20/2010 Estate Valuation ~ ti Estate of: Elam H. Bucher Account: 3'S~.= Report Type: Date of Deat:~ Number of Securities: File ID: 3757.~.cu:,:~:e: Shares Security Mean and/or Div and Int Securi~~,~ or Par Description High/Ask Low/Bid Adjustments Accruals vague 1) 9616 FULTON FINL CORP PA (360271100) NASDAQ 03/25/2010 10.55000 10.10000 HJL 10.325000 Div: 0.03 Ex: 03/25/2010 Rec: 03/29/2010 Pay: 04/15/2010 + 0.030000 10.355000 Total Value• Total Accrual: Total: S99,573.68 50.00 99,5'3.6 599,573.6 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricinq Systems, Inc. if you have questio~:s, please contact EVP Systems at (818) 313-6300. (Revision 6.4.1) '~~~~~~~ AX - '- ' / ~ '~ Page 1 of t , Transaction History General Information Cross Seil Balance Detail Pending ~`rans Account Profile Transaction History E ;~ ~:~ 9883718239 - TCF PREMIER 5d+ CHECKING - 159 - BUCHER ELAM ~ special Handling Notice Research Vo Special Handling information available. Transaction History First Previous Next Last Pa e 1 of 1 Proc Init Date Tran New .Check Ref # Tran Description Date Amount Balance # Code 3/29/2010 $.09 $578.36 0 211729 450 INTEREST PAID 3/26/2010 3/26/2010 ... .... ~ _ .._ ._ ........ . . ... -$42.50 ..M ..~......... _._..~.. ~...~...._,.... $578.27 _...~.M. ..w.....~.... 9004 ........,..._...~....~ 85060387.. ....~. 1780 CNECK 9004 ,......,...._~......w ... .... . _, .. . . ... _ .. ~ . . . 3/22/2010 3/22/2010 $9.16 $6211.77 d $1492788 1350 DEPOSIT i ~ http://tel ter. tclbank.com: 808 8/ExpInq/Default. aspx 4/21/2010 Transaction History Page I of 1 -- -- General Information Cross Seli Balance Detail Pending Trans Account Profile Transaction History ter; 448483288 - TCi~ POWEN M~tEY MARKET - 488 - BUCHER Ei.AM Special Handling Notice Research No Special Handlin information available. Transaction History First Previous Next Last Pa e 1 of 1 Proc Init Data Tran New Chuck Nat # Tran Description Date Amount Balance # Codes _. ~.. _.~.~ _ .~...... _ ._.~.~_~, _~.~._...,w.. 11VE8 TF'Ut ~ 1='ER: 3/12/2010' 3/12/2010 -$9,00.00 $72,958.12 0 89777 148~> WITHDRAWAL .........._...._.._.. ._.._w _.... _.. _......., ...._.._.. __. ___~~. ......._... i 2' http://teller.tctbank.com:8088/~xpInq/Default.aspx 4/21 /2010