HomeMy WebLinkAbout04-11-11J 1,5056071,21,
REV~1500 EX (06.05,
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes
PO BOx 280601 INHERITANCE TAX RETURN County Code Year
Hamsbur , PA 17128-0601 ~ ' RESIDENT DECEDENT 2 I L 0
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
Date of Birth
1, 8 3 1, 8 3 9 7 5 0 7 1, 8 2 0 1, 0 0 9 2 9 L 9 2 2
Decedent's Last Name
Suffix Decedent's First Name
B O S S E R T
L U T H E R
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix Spouse's First Name
Spouse's Social Security Number
MI
K
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS
1. Original Return ^ 2. Supplemental Return
3. Remainder Return (date of death
^ 4. Limited Estate ^ prior to 12-13-82)
4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust
(Attach Copy of Will) (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95) ^ 11. Election to tax under Sec. 9113(A)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX NFtORMAT ONO)
Name SHOULD BE DIRECTED T0:
Daytime Telephone Number
R O B E R T G- M O F F E T T E S Q- 2 1 5 5 3
Firm Name (If Applicable) 6 1 6 6 0
First line of address
4 1 5 W E S T B R O A D
Second line of address
City or Post Office
Q U A K E R T O W N
S T R E E T
State ZIP Code
P A 1 8 9 5 1
REGISTER OI~ILLS USE ON1,Y'
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DA~~FILED ~ ` _ _
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Correspondent's a-mail address: QTOWNLAW NNI.COM
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of m
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which re arer ha
y knowledge and belief,
SIGNATURE .PERSON RESPONSIBLE FOR,PILING P P s any knowledge.
~~ ~ ~ ' D~TE
ADDRESS .~ ~ ,,
201,4 BRAEBURN DRIVE
SIG F TH H E
ADDR S
415 WEST BROAD STREET
],505607121,
MECHANICSBURG PA 1,7055
RESENTATIVE
DATE
^ _ ~ i~ '" C
QUAKERTOWN PA 1,8951
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505607121 J
File NumbE~r
0 7 5 2
,:
J 1505607221
REV-1500 EX
Decedent's Social Security Nurnber
Decedents Name: LUTHER K• B O S S E R T 1, 8 3 1 8 3 9 7 3
RECAPITULATION
1. Real estate (Schedule A) ,, , , , , , , , ,, , , ,
...........
. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . ....... 2 0 ~ 0 0
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 6 6 5 8 . 7 7
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... 6. 1, 0 6 8 3 8 4
..
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Se
a
t
Bill .
p
ra
e
ing Requested ....... 7. 1, 4 7 0 7 0 . 0 0
8. Total Gross Assets (total Lines 1-7) . . .. . . . . . .................. 8. 1 7 4 4 1 2 ~ 6 L
9. Funeral Expenses & Administrative Costs (Schedule H)
................
9.
4 8 3
2.
7
2
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 5 9 4 7
11. Total Deductions (total Lines 9 & 10) 4
....................11. 8 9 2 , 1, 9
12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 1, 6 9 5 2 0 ~ 4 2
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J)
..................13.
14. Net Value Subject to Tax (Line 12 minus Line 13)
..................
14. 1, 6 9 5 2 0 . 4 2
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLI CABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 91.16
(a)(1.2) x .0
16. Amount of Line 14 taxable 0 0 0 15. 0. 0 0
at lineal rate X .045 1 6 9 5 2 0. 4 2 7
17. Amount of Line 14 taxable 16 6 2 8. 4 2
at sibling rate X .12 0 0 0 17
18. Amount of Line 14 taxable 0. 0 0
at collateral rate X .15 0 0 0
18 0 0 0
19. Tax Due
................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1,505607221,
7 6 2 8. ~ 2
a
Lsos6o7221 J
REV-1500 EX Page 3
File Number
Decedent's Complete Address: 21 10 0752
DECEDENT'S NAME
LUTHER K. BOSSERT
STREET ADDRESS - - -
-- - -
-_-
4905 E. TRINDLE ROAD, SUITE 96
-
-- _ - -.
CITY - - - - - - -_ _ --- --- --- -- ---- -- - -
MECHANICSBURG
Tax Payments and Credits:
~ ~ Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
_- ___
- - -
- --
- -, ZIP -_---_-
TATE
- ~ P'4 it 17050
(1) 7 628.42
Total Credits (A + B + C) (2) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Total Interest/Penalty (D + E) (3) 0.00
Fill in oval on Page 2, Line 20 to request a refund. (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5) 7,628.42
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 +SA. This is the BALANCE DUE.
(56) 7,628.42
Make Check Payable to: REGISTER OF WILLS, AGENT
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;
...... ....................................................... ^ X
b. retain the right to designate who shall use the property transferred or its income; ...............................
c, retain a reversionary interest; or ....
d. receive the promise for life of either payments, benefits or care?
....... ........................................ a a
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate 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 Retirement Account, annuity, or other non-probate property which ^ ^
contains a beneficiary designation? ...................................................................................... f l fxl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RE
TURN
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 survivin s o~ise
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)], g p
For dates of death on or after 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
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt 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 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 natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(x)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4,5) percent, exce t as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(x)(1)]. p
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(x)(1.3)], Asibling 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-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MASC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
CCTATr nr
LUTHER K. BOSSERT FILE NUMBER
21 10 0752
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 VALUE AT DATE
~~ QNB Checking Account No. 156661 including interest accrued to OF DEATH
date of death 8,537.62
2~ QNB Time Certificate Account No. 70264445 including interest accrued
to date of death 8,121.15
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size) 16 658.77
REV-9509 EX + (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
LUTHER K. BOSSERT FILE NUMBER
21 10 0752
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS
RELATION~~HIP TO DECEDENT
A. Mark A. Bossert 2105 Lick Fork
Spencer, WV 25276 Son
e Terry R. Bossert 2014 Braeburn Drive
Mechanicsburg, PA 17055 Son
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY
ITEM FOR JOINT MADE INCLUDE ^IAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH % OF DATE OF DEATH
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DECD'S VALUE OF
VALUE OF ASSET INTEREST C~ECEDENT'S INTEREST
1. A. 1977-80 36 Series E $25 U.S. Savings Bonds
4,235.00 50. 2,117.50
2• B 10/3/08 Metro Bank Checking Account No. 538301243
including interest accrued to date of death
3• B 10/3/08 Metro Bank Checking Account No. 538301250
including interest accrued to date of death
15,607.09 50.
1,525.57 50.
7,803.55
762.79
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size) 10 683.84
__
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
LUTHER K. BOSSERT 21 10 0752
This schedule must be cornpleted and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE?RANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER: ATTACH A COPY OF THE DEED FOR REAL ESTATE.
VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Gift to son Mark A. Bossert on 11/6/09 76,535.00 100. 3,000.00 73,535.00
2. Gift to son Terry R. Bossert on 11/6/09 76,535.00 100. 3,000.00 73,535.00
TOTAL (Also enter on line 7 Recapitulation) $ _ 147, 070.00
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (10-06)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
IN R SID NT DECEDENTRN ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
LUTHER K. BOSSERT
21 10 0752
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A• FUNERAL EXPENSES: AMOUNT
~. Jeffrey A. Naugle Funeral Home
1,777.54
B• ADMINISTRATIVE COSTS:
~ • Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City
State Zip
Year(s) Commission Paid:
2, Attorney Fees Robert G. Moffett, Esquire
1,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State Zip
Relationship of Claimant to Decedent
4• Probate Fees Letters Testamentary
124.50
5. Accountants Fees
6• Tax Return Preparers Fees
7• Country Meadows -July room & board for assisted living
1,930.68
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size) 4 832.72
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
~~~Hit ur
LUTHER K. BOSSERT FILE NUMBER
21 10 0752
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical ex enses.
ITEM p
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 • ATT- credit card
59.47
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
59.47
REV-1513 EX + (g-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
tJlAlt OF
LUTHER K. BOSSERT
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Mark A. Bossert
2105 Lick Fork
Spencer, WV 25276
2. Terry R. Bossert
2014 Braeburn Drive
Mechanicsburg, PA 1'7055
AMOUNT OR SHARE
OF ESTATE
1/2 residue
1.2 residue
I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUT-ONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
FILE NUMBER
21 10 0752
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Lineal
Lineal
l~
~~~
Y c ~~ u r r"' c~ n~ rn t.t a i r y I~ a n l<
August 5, 2010
To: Robert G Moffett
415 West Broad St
Quakertown, PA 18951
Re: Estate of Luther K Bossert
Date of Death: July 18, 2010
To whom it may concern,
P.O. Box 9005
Quakertown, PA 18951 -9005
215-538- 5600
800-491- 9C)70
www . QN13 . c:om
The following represents information concerning the account which the above decedent had at
this institution on the date of his/her death as shown above.
Account Number: 70264445
Account Registration: Luther K Bossert
If present registration is less than (1) year
" , what was the prior registration?:
hype of Account:
Savings
Checking
``In Trust For"
Time Certificate X
Date account opened: January 24, 2004
Certificate Face Value (if applicable): ~ 6,488.96
T; ~+~,.~ . ~ +v.
~. ~.,~ .,s f I~a~,,. ~~O 1.98
Maturity Date: January 29, 2013
Balance as of date of death: 8121.15
Interest included in above figure: 35.6
Notes/Comments:
Very Truly Yours,
~~~
Karla Arnold
T
,.-
~_~
~~~
Y(1 La r" ~~, () IYl !Tl ll T7 1 X y ~ ~l tl ~~
August 5, 2010
To: Robert G Moffett
415 West Broad St
Quakertown, PA 18951
Re: Estate ofd Luther K Bossert
Date of Death: July 18, 2010
To whom it may concern,
P.O. Box 9005
Quakertown, PA 18951- 9005
215-538- 5600
800-491- 9010
W W W. Q iii E~ . C O.~T1
The following represents information concerning the account which the above decedent had at
this institution on the date of his/her death as shown above.
Account Number: 156661
Account Registration: Luther K Bossert
If present registration is less than (1) year , what was the prior registration`?:
Type of Account:
Savings
Checking X
"In Trust For"
Time Certificate
Date account opened: October 1, 2002
Certificate Face Value (if applicable):
4~,~r.~~I- 7~!~,~a,~.
111L1 V V l 1 ~a...~~. .
Maturity Date:
Balance as of date of death: 8537.62
Interest included in above figure: 0.15
Notes/Comments:
Very Truly Yours,
G~
Karla Arnold
'METRO
BANK
3801 Paxton Street
Harrisburg • PA • 17111
mymetrobank.com
888.937.0004
Robert G Moffett August 11, 2010
415 W Broad St
Quakertown, PA 18951
RE: Estate of: Luther K. Bossert
Tax Identification Number: 183-18-3973
Date of Death: July 18, 2010
To Whom It May Concern:
This letter is in reference to decedent account information you requested for the
individual listed above.
We are able to provide the following:
Account Type: Checking
Account Number: 538301243
Date Opened: October 3, 2008
Primary Owner: Luther K. Bossert
Secondary Owner: Terry Bossert
Date of Death Balance: $15,607.09
Account Type: Checking
Account Number: 538301250
Date Opened: October 3, 2008
Primary Owner: Luther K. Bossert
Secondary Owner: Terry Bossert
Date of Death Balance: $1,525.57
Please feel free to contact me at (717) 412-6105 if I may be of further assistance.
Sincerely,
~~, ,
~ ~~
_.~..~ ~ J
~.
Cindy Shultz
Support Associate/Deposit Services
Metro Bank
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Page 1 o f
Calculator Results for Redemption Date 07/2010
Testa; P~-::e
$675.00
Bonds: 1-36 of 36
__
Total Interest
$3,560.00
`~T~~? Interest
$4.34
~~~ ice, Series 0eno,n ~s'~~"e Next
iD~~t2 cirur3l Fi$ai
Maturity Issue
Price
Interest I~~terest
1lal~;e
NA
NA E
E
$25
$25
05/1977
04/1977
05/2007
$18.75
$120.65 late
$139.40
NA
E
$25
03/1977 04/2007
03 2007
/ $18.75
$18.75 $119.29
$119
29
$138.0
NA
NA
E
E
$25
$25
08/1977
07
1
08/2007
$18.75 .
$120.92 $138.0
$139.67
NA E $25 /
977
06/ 1977 07/2007
06/2007 $18.75
$18.75 $120.92
$120
95 $139.67
NA
NA E
E $25
$25 11/1977
10
1 11/2007 $18.75 .
$109.34 $139.70
$128.09
NA E $25 /
977
09/1977 10/2007
09/2007 $18.75
$18.75 $120.92
$120
92 $139.67
NA
NA E
E $25
$25 02/1978
01 02 2008
/
$18.75 .
$109.70 $139.67
$128.45
NA
E
$25 /1978
12/1977 01/2008 $18.75 $109.70
$128.45
NA E $25 05/1978 12/2007
05/2008 $18.75
$18.75 $109.70
$87
92 $128.45
NA
NA E
E $ 25
$25 04/ 1978
03/1978 04/2008 $18, 75 .
$89'79 $106.67
$108.54
NA
E
$25
08/ 1978 03/2008
08/2008 $18.75
$18.75 $89.79
$88
22
$108.54
NA
NA E
E $25
$25 07/1978
06/1978 07/2008 $18.75 .
$88.22 $106.97
$106.97
NA E $25 11/1978 06/2008
11/2008 $18.75
$18,75 $88.19
$89 23 $106.94
NA
NA E
E $25
$25 1Oj1978
09/1978 10/2008 $18.75 $88.22 $107.98
$106.97
NA E $25 02/1979 09/2008
02/2009 $18.75
$18.75 $88.22
$89
53 $106.97
NA
NA E
E $25
$25 01/1979
12/1978 01/2009 $18.75 .
$89.53 $108.28
$108.28
NA E $25 05/ 1979 12/2008
05/2009 $18.75
$18.75 $89.52
$90
58 $108.27
NA
NA E
E $25
$25 04/1979
03/ 1979 04/2009 $18.75 .
$89.53 $109.33
$108.28
NA E $25 08/ 1979 03/2009
08/2009 $18.75
$18.75 $89.53
$90
84 $108.28
NA
NA E
E $25
$25 07/1979
06/1979 07/2009 $18.75 .
$90.84 $109.59
$109.59
NA E $ 25 11/ 1979 06/2009
11/2009 $18.75
$18.75 $90.84 $109.59
NA
NA E
E $25
$25 10/1979
09j 1979 10/2009 $18.75 $90.84 $110.62
$109.59
E $25 02/1980 09/2009
02/2010 $18.75
$18.75 $910
87 $109.59
NA
NA E
E $25
$25 01/1980
12/1979 01/2010 $18,75 . $110.62
$110.62
12/2009
Totals for 36 Bonds
$ $18.75 $91.87
675.00 $3
560
00 $110.62
,
. $4,235.00
Note
NI Not Issued
NE Not eligible for payment
PS Incl udes 3 month i nterest penalty
http:/iwww.treasurYdirect.gov!BC/SBCPrice
~ total ~talaue
$4,235.00
I~~tta
MA
4 MA
4 MA
MA
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MA
MA
MA
MA
MA
MA
MA
MA
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MA
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MA
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MA
MA
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MA
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~M A
IM A
ILIA
10/4/2010
LAST WILL AND TESTAMENT
OF
LUTHER K. BOSSERT
I, LUTHER K. BOSSERT of Milford Township, Bucks County, Perlnsylvarua,
bring of sound mind, memory and understanding, do hereby make my Last Will and
Testament and revoke all Wills or writings in the nature thereof by me at any time
heretofore made.
FIRST: I direct the payment of all my just debts and funeral expenses from my
estate as an expense of administration as soon as convenient after my death.
J
Not`vithstanding the above directive, I direct that my personal representative not: pay
any debts which would be barred by a statute of limitations.
SECOND: I give the residue of my estate, real, personal and mi;red, to my
sons, iV1ARK A. BOSSERT and TERRY R. BOSSERT, in equal shares with a riglZt of
survivorship between them, or in default thereof in equal shares to such of my grand
children as are living at the time of my death.
THIRD: All estate, inheritance, succession and other death taxes, and
interest and penalties thereon, if any, payable by reason of my death with respect to all
propertyT comprising my gross estate for death tax purposes, ~,vhether imposed on
grope: y passing under or outside this Will, shall be paid out of the residue of my estate
without reimbursement or contribution from any beneficiary or recipient.
FOURTH: In addition to the powers granted by law or by other provisions
hereunder my personal representatives shall have the following powers, exercisable
without leave of court and continuing until final distribution is made:
A. To sell at public or private sale, for cash or credit or partly for each, to
1 exchange or to lease for any period of time any real or personal property and to give
~~;
options for sales, exchanges or leases.
1
B• l~o repair, alter, or improve, for any period of time an
personal - y property, real or
C• To borrow mo
ney and to mortgage or pledge any real or personal
~~ property and to continue an resent mor
Y p tgages on my real estate, even though such
~~ present or future lender is a cor orate fed
p uciary.
D. To '
compromise claims without approval of beneficiaries.
E• To distribute in cash or in kind or partly in each.
F• To execute and deliver all instruments and t
fiduciaries may deem necessa or a ° do all acts which my
ry dvisable to carry out the purposes of this my Last
Will and Testament.
FIFTH: I appoint my sons, MARK A. BOSSERT and TE
or the survivor between them, Co-Exe RRY R. BOSSERT,
ctitors of thus my Will. If they are unable or
unwilling to serve, then I appoint the QUAKERTOWN NATI
alternate Executor to serve in their la ONAL BAh1K as my
p ce and stead.
SIXTH: My corporate fiduciary shall be com ensated i_n
regular schedule of fees in effect at the ti p a~cordan.ce with its
me its services are called upon. and from time to
time during the period over which such services are erformed.
P
SEVENTH: I direct that my personal representatives
successors or substitutes hereinabov ~ both orlglna.l and any
e named, shall serve without bond; but, if a bond is
nevertheless required by any law, statute or rule of court I d'
erect that no sureties be
required thereon.
IN WITNESS WHEREOF, I have hereunto set m hand
Will and Testament, which consists of Y and se~il to thi;~ my Last
four pages, and my hand to the margin of each
preceding page hereof.
. ;~l
~\
~j
Date: ter--- ~~ - ~
Luther K. Bossert ~~~~ (SEAL)
i
Signed, sealed, published and declared by the said LUT
for his Last Will and Testamen HI~R K. BOSSERT as and
t in the presence of us, who, at his request and in his
presence and in the presence of each other, have hereunto subscr~
gibed our names as
witnesses.
~~.u -_~f_1i_~6T.--__
COMMONWEALTH OF PENNSYLVANIA:
COUNT' OF BUCKS:
ss.
We, LUTHER K. BOSSERT, ROBERT G. MOFFETT
testator and ~vi~lecc s, ,. ~` `el `~ and ivIARY KAISER, the
e -eCr °`'~ ' y, hose names are signed to the attached
foregoing instrument, being first duly sworn, do he or
reby declare to the undersigned
authority that the testator signed and exec~ited the rostrum
ent as his lasf: Will and that he
11ad signed willingly, and that he executed it as lus
purposes therein ex ressed an free and voluntary act for the
p d that each of the tivitnesses, in the presence and h
of the testator, signed the Will as witness and that to caring
the best of their knowledge that
testator was at that time 18 years of age or older, of sound
mind and under no constraint
or undue influence.
3
estator
Witness
Witness U
SLibscribed, sworn to and acknowledged before me b L ~,
testator, and subscribed and sworn t y LJTHEP., K. BO~~SERT, the
o before me by ROBERT G. MOFFETT acid MARY
KAISER, witnesses, on August 17, 2005.
~ )
Notary Public ~ (SEAL)
~r
COMMOiVWEALTH GF P`N,vSYLVA,~tA
Notarial Seal
~~ara W Ott, Notary Public
MY Commission ~,~;~ County
Member, Pens ~Vaf112 ~~' S' 200$
Y ?•~;a^; ,~~~ pf Nolan