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Home My WebLink About01-21-11 1505610145 REV-1500 ~``°'-'°' PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau oflndivklual Taxes ~~~~`~" County Cods Year Fik Number POeoxattosol INHERITANCE TAX RETURN ~ 0 Hartisburo PA 17128-0801 RESIDENT DECEDENT Q~ ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 191-26-6303 10222009 08281926 DecedenCs Last Name Suffix DecedenTs First Name MI Bouder. Jr. John M (H Applicable) Enter SuMving Spouse's IMormation Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sodal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRUITE BOXES BELOW ® 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death Q 4. Limited Estate prior to 12-13-82) Q 4a. Fuluro Imerest Compromise (date of Q 5. Federal Estate Tax Return RegWred death after 12-12-02) ® 6. Decedent Dbd Tesmte (Attach Copy of Willj Q 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Tust) 8. Litlgetbn Proceeds Received 0 10. Spousal Poverty Credk (date of death ~ 11. Eleetlon ~ tax under Sec. 9113(A) between 12-31-81 and 1-1-85) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0 Name : Daytime Telephone Number Robert G. Frey 7172435838 REGISTEKDF WILLS USF,~ILY C ~8 First Iine of address ~~ ~" ~ a ~ n +30 ' 5 South Hanover Street t r -- ~~~ ^'_ ? ~`4 ~ ~ Second Iine of address t~ C~ , ~ ~ - ~ ~O !~~ = rJ " rn C~ City Or P05t Office State ZIP Code ~ TE FILED f r n ~ Carlisle `r' ' PA 17013 comspondsrlt's e-mail address: r f reyc~f reyt i 1 ey . corn _____ _.. _.. .... ~....-..,,.. r. w....w. v ~w ~IOO CII NMr e. SIGNATURE OfpERSON RESPONSIBLE FOR. FlLING RETURN DATE ADDRESS 5 Morrison Way, Carlisle, PA 17015 QI(`.N~T iRC ne ooc .n~icn v i m~rt'~'~'RF~RFSF1d~TIVC Robert Fre ~ --- ..... _ DATE 01/12/11 ADDRESS 5 South Hanover Street, Ca le, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 `.~, 15056110145 1505610145 V V J 1545610245 REV-1300 EX A.owr+r,wia.: John M Bouder Jr. RFCAPrr1n.ATloN DspdsnPs Sootal ~kY Nrnbar 191-26-6303 1. Ral Estab (Sehadirla A) .................... ..... t. .................. NONE 2. titagcs and Bonds (8ehadds B) ............ ....................... 2 319 6.0 0 s. Cloasy Hold CorponNon, Pafrrrshfp a Bab.P-opr(p (Selydub C) ..... 3. .NONE 4. Matpapn and -iotas Rsosivabls (Schedule D) .......................... 4. NONE S. cat,, B.nk o.paNa ad ~, p p~,h (sd»duw E) ...... 3. NONE T. Inlsr-Vlvos ~R ~ (~,~+ ........ e. (Sehaduls G) Ll8 ~ ~0 pfd ....... . 7. NONE NONE 8. Tow Oros A~ (bw Urrs t through TJ ........................... 8. 319 6.0 0 ti. Funsnl ExpsnNa and Admt~aMirs ~, e M .................. a 2 5 0.0 0 to. oaew a Oaadant.l-bNeaoe liabNSfaa, and Uans (sd+aduls p ............. to NONE 1 t. Total Dsduotloas (totN Unea 9 and 10) ............... ................ 11. 2 5 0.0 0 12. 13. Nat Valw of lstab (una 8 rntnue Una t t) ............. ............. t2. pwila6b arat ~ ~ !t 13 Trtrts tar wtrich an abctlon to taro has r10t trsn rrrda (SCINdtrls .n ........ . .............. t3. 2 94 6. 0 0 0.00 14. Nat Valw Sublalst b Tar r~~. +Z ndrra Urr 131 TAX CALCULATION SEE NtlTRUCT1pNS FOR MFLICAtLE RA 11 2 9 4 6 0 0 TER 1 S. Amours ~ Lbr 141axaWa at tlr apouaat tax rata, ar aortas under Soc. 9118 (sxrs)x.o 0_ 2946.00 18. Mnga+t of t.Ma 14 taxable to 0.00 at Nngl rata x .0 4 5 _ 17. AaiotrM of Una t 4 t8. 0.0 0 e "' °w ~ aew i2 '° ~ X a l ~ ~ ter. 14 uxa a. tr. 0.00 at collNrM rats X , "15 1 & 0.0 0 1G. TAX DttE........... 0.00 ........................................... 1D. 20. Ftil M THE BOX'tf YOU ARE REOtIESTMtp A REFUND OF AN OVERPAYMENT O Sidi 2 ~,~. 150563;0245 3505610245 J REV-1500 EX Psge 3 Decedent's Complete Address: Fik Number 91_1 n11AA7 191-26-6303 DECEDENT'S NAME v John M BouderJr. STREET ADDRESS 5 Mortfson Wa CITY Carlisle STATE ZIP PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest (1) 0 00 Total Credits (A + g) (2) 000 4. If Line 21s grater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line ZO to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE (3) (4) 0 00 (5) 0 00 Make. check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER TH~ FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a trensfsr and: Yes No a. retain the use pr income of the properly trenaferred : ............................................................................. ^ ^ b. retain the rights to designate who shall use the property transferred or its income : ................................ ^ c. retain a reversionary interest; or ............................................................................................................ ^ d. receive the promise for life of efther payments, benefits or care7 .......................................................... ^ 2. If death occurred 8fter Dec. 12, 1962, did decedent transfer property within one year of death without receiving zidequate consideration? ................................................................. ............... ^ ^ ................. 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .... ^ 4. Did decedent own'an Individual retlrement account, annuity or other non-probate property, which contains a beneficiary designation? ......................................... ^ IF THE ANSWER TO ANY OF ................................................................... 0 ABOVE QUESTIONS IS YES,. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after Juiy 1, h994, and before Jan. 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9118 (~) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the hex refs imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9118 (a) (1.1) (ii)]. The stahlte does not exempt a trenafer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and flung a tax return are still alpplicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, X000: • The tax rate Imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent ¢f the child is 0 percent [72 P.S. §9116(ax1.2)]. • The tax rate Imposed on the net slue of transfers to or for the use of the decedent's lineal benefidaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §91~6(ax1)]. • The tax refs imposed on the net ~yalue of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9118(ax1.3)]. A sibling is deflnsd, under Sectlon 9102, as sin individual who has at least one parent in common with the decedent, whether by blood or adoptlon. REV-1511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS E31ArE OF FILE NUMBER John M. Bouder Jr. 21-10-0887 Dscaderk'a debts must be reported on Schedule 1. A. 1. B. 1 FUNERAL EXPENSES: AD~AINISTRATIVE COSTS: Personal Reprosentatlve Commissions: Name(s) of Personal Representadve(s) Street Address Year(s) Commission Paid: State ZIP 2• ~ Attorney Fees: 3. Famiry F~cemptlon: (H decedent's address is not the same as claimants, attach axplanatlon.) Claimant Street Addross Cny State Relatbnship of Claimant to Deeedent 4• Probate F9es: 5. Accountant Fees: 8• Tax Return Proparor Fees: 7. ZIP 250 t u t AL (Also enter on Lida 9 Recapitulation) I S If more space Is needed, use addtUOnal sheeffi of paper of the same size. Y15J.tom Stock Charting for 5 Date 10/22/09 1/12/11 3:12 PM ------• --'r tai! (NYSE) U.S. Dollar Price Nigh Low Volume $.38 3.48 3.31 64,235,400 No Splits Get another quote arty day aRer 1/2/1970 1/2/1970 Symbol: ~~ Date: 10/22/09 ~~.,~,, TIitC~'~p ~~ Quotes delayed at least 15 minutes. Market data provkled try Interactive Data. Terms & Conditbns; Powered and implemented by IrttercdMe Data Mana +d Sol~rt~ons. http:/ /www.bigcharts.com/custom /wsJl a/wsJb b-hlstorl cal. asp?symb ~Sisid~8630&close_date~ 10/ 22 /09 Page 1 of 1 LAST WILL AND TESTAMENT OF JOHN M. BOUDER I, JOHN M. BOUDER, of Middlesex Township (mailing address; 112 North Middlesex Road, Carlisle, Pennsylvania 17013), Cumberland County, PennsylvaNa, being of sound and disposing mind, memory end understanding, do hereby make, publish end declare this as and for my Last Will and Testament, hereby revoking and making void any and all WIlls by me et anytime heretofore made. 1. I direct my hereinafter named Executrix or Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. 2. All oP the rest, residue and remainder of my Estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my wife, Pearl W. Boulder, her hers and assigns, to the exclusion op my children, born and unborn, provided my said wife, Pearl W. Bonder, shell survive me by a period of ninety (90) days. 3. Should my said wife, Pearl W. Bouder, pre-decease me or fail to survive me by the aforesaid period of ninety (90) days,'then in such event all of the rest, residue and remainder of my Estate, real, personal and mixed, and wheresoever the same may be situate, I glue, devise and bequeath as follows: (a) Any interest which I may have in the house and iot of ground situate In Soutlh Middleton Township, Cumberland County, Pennaylvenie, known as and numbered 113 Petersburg Road, I give, devise and bequeath to my daughter, Joan M. Bouder Armstrong, her heirs and assigns, provided she shall survive me by a period oP ninety (90) days, but should she Pail to so survive me then to such of her issue as shall survive me by a period oP ninety (90) days and should there be no such issue then the same shall lapse and be included in the residue of my Estate. This devise and bequest to my daughter shall be under-and subject to any liens and encumbrances which may pertain to said house and lot of ground. (b) Any interest which I may have in the house and lot ground known as 1058 Victoria Avenue, San Leandro, California 94577, presently occupied by my son, Jay M. Bouder and his wife Patti S. Bouder, I give, devise and bequeath to my son, Jay M. Bouder and his wife Patti S. Bouder, or to the survivor of them, provided at least one of them shell survive me by a period of ninety (90) days, but should neither of them survive me by a period of ninety (90) days, then to such of their issue as may survive me by a period of ninety (90) days, per stirpBS, and if there be no such issue then the same shall lapse and be Included in the balance of my Estate. This devise and bequest to my son and his wife shall be under and subject to any liens and encumbrances which may pertain to said house and lot of ground. (c) The balance thereof I give, devise and bequeath in equal shares to my two (2) children, Joan M. Bonder Armstrong, and my son, Jay M. Bouder, their heirs and assigns, provided they shall survive me by a period of ninety (90) days, but should either of them fail to so survive me then the share such deceased child would have recieved shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and iP there be no such issue the same shall lapse and be added to the other share. 4. I hereby nominate, constitute and appoint my said wife, Pearl W. Bouder, as Executrix oP this my Last Will and Testament, but should she pre-decease me or fail to qualify, then In such event I nominate, constitute and appoint my son and daughter, Jay M. Houder and Jaan M. Bonder Armstrong, or either of them, as co-Executors, and I further direct that none pf them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. Page 1 of 2 Pages IN WITNESS WHEREOP, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages, this 30th day oY May , 1984. J l1 . Bonder (SEAL) Signed, sealed, published and declared by JOHN M. BOUDER, the Testator above named, as and for his Last Will end Testament, in our presence, who, in his presence, at hia request, and in the presence oY each other, have hereunto subscribed our names as attesting witnesses. /~ _ ~ ~rrti.. ,c.. x Page 2 of 2 Pages