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HomeMy WebLinkAbout10-08-121505610143 REV-1500 Ex(°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county code Year File Number Bureau of Individual Taxes UErarrMENr OF REVENUE Po Box.2aosol INHERITANCE TAX RETURN 21 12 151 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth O1 15 2012 10 15 1932 Decedent's Last Name Suffix Decedent's First Name MI BOUDER GAIL L (If Applicable) Enter Surviving Spouse's Infonrnation Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise death after 12-12-82) (date of ~ 5. Federal Estate Tax Return Required 6 Decedent Died Testate (Attach Copy of Will) ~ ^a ~~ (Attadec;opy Hof T ~ a Living Trust ) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 1 ° ~ en P2~~i ~~a dit~datee5~f death ~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MARK A MATEYA 717 241 6500 First line of address 55 W CHURCH AVENUE Second line of address City or Post Office State ZIP Code CARLISLE PA Correspondent's REGISTER OF VYLLS USE Ol~f c ~ Q ~~ ~~ o ~ ~ ~7 ~,, r.. r. ,..; -J o_; c t r S J`~ ,-~ X pp L<. DATlaFIL~D ~ -, w ;~ r-n C'? >Q C%? r~ ; C~~ L Tl ~~ ~~ ~n wr9 examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, preparer other than the personal representative Is based on all information of which preparer has any knowledge. ING RETURN DATE ff Bouder ADDRESS 17 S igh Street, Newville, PA 17241 SIGNATURE OF PREPAR R OTHER THAN REPRESENTATIVE DAT „~,~,~ , ~~, Mark A. Mateya ~ C) ( g ~ ( Z ADDRESS U 55 W. Church Avenue, Carlisle, PA Side 1 1505610143 1505610143 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: BOUder, Gail Louise RECAPITULATION 1. Real Estate (Schedule A) ...................................................................................... . 1. 95 , 000.00 2. Stocks and Bonds (Schedule B) ............................................................................ . 2. 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. 9 , 7 31.2 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 2 , 8 7 8.14 7. Inter-Vivos Transfers & Miscellaneous -Probate Property (Schedule G) ~ Separate Billing Requested............ 7. 4 61,14 9.95 8. Total Gross Assets (total Lines 1-7) ................................................................... .. 8. 5 68 , 7 5 9 . 2 9 9. Funeral Expenses 8 Administrative Costs (Schedule H) ............................... ........ 9. 27 , 436.22 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ...................... ........ 10. 1 , 356.73 11. Total Deductions (total Lines 9 & 10) ........................................................... ........ 11. 2 8 , 7 92.95 12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. 539 , 966.34 13. Charitable and Governmental BequestslSec 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. $39 , 966.34 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 966.34 52 9 16. at lineal rate X .045 , 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 18. Amount of Line 14 taxable at collateral rate X .15 10 , 0 0 0 . 0 0 18. 19. Tax Due ................................................. ................................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 23,848.49 0.00 1,500.00 25,348.49 Side 2 L 1505610243 1505610243 Rev-1502 FJ(+ (11-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER Bouder, Gail Louise 1 21-12-151 All real property owned sdely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is JoiMtyowned with right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) REV-7157 EX+00.06) gCHEDULE H COMM~NTD~I~CE~YRNANIA FUNERAL EXPENSES & nr R ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Bouder, Gail Louise 21-12-151 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedules) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(sl Commission paid 2. Attorney's Fees Mark A. Mateya 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 9,820.30 16,500.00 Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 335.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 780.42 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 27,438.22 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) LAST WILL AND TESTAMENT !17 ~ OF f'~l '°a' ~ C~"s '~~ c: ~ GAIL LOUISE BOUD ~~ ~~' W .. r r3 - ' ER ~ ,.~ ~ ;: ~< ~~, ~ ~ ~3 I, Gail Louise Bouder, of 2267 Ritner Highway, Carlisle, Cumb~ C ounty, Pennsylvania, make this my will. I revoke any other wills or codicils to wills made by me. '-'' ARTICLE I. DISTRIBUTION OF MY ESTATE A. I give my household goods and tangible personal property to be divided evenly between my children, Paul 1VI. Bouder, presently residing in Carlisle, Pennsylvania„ Jeff Bouder, presently residing in Newville, Pennsylvania, Ronald L. Bouder, presently residing in Boiling Springs, Pennsylvania, and Jack S. Bouder, presently residing in Carlisle, Pennsylvania, provided they survive me by sixty (60) days, as my Executor determines. Tangible personal property includes stamp and coin collections but does not include other money or stock certificates or other evidences of intangible rights or interest. Tangible personal property does not include any property that is held primarily for investment purposes or used in connection with any business in which I may be engaged or in which I may have any interest at the time of my death. B. I give the sum often thousand dollars ($10,000.00) to Brenda Anderson, presently residing in Carlisle, PA. C. I give the reside of my estate to Paul M. Bouder, presently residing in Carlisle, Pennsylvania, Jeff Bouder, presently residing in Newville, Pennsylvania, Ronald L. Bouder, presently residing in Boiling Springs, Pennsylvania, and Jack S. Bouder, presently residing in Carlisle, Pennsylvania, in shares as nearly equal as possible, in the absolute discretion of my executor, per stirpes. D. Whenever property is to be distributed to the descendants of a person (the "ancestor"), such property shall be divided into equal shares, one share for each then living descendant in the first generation below the ancestor in which at least one descendant is living, and one share for each deceased descendant in such generation who has a descendant then living. Each share created for a living descendant shall be distributed to such descendant. Each share created for a deceased descendant shall be divided and distributed according to the directions in Page 1 of 5 ~d- .~ G.L.B. the two preceding sentences until no property remains undistributed. E. A person who has a relationship by or through legal adoption shall take under this will as if the person had the relationship by or through birth, except that a person adopted after reaching age twenty-one and descendants of such a person shall not so take. F. Any beneficiary or the legal representative of any deceased beneficiary shall have the right, within the time prescribed by law, to disclaim any benefit or power under my will and the interest so disclaimed shall be distributed as if such beneficiary had predeceased me. ARTICLE II. PAYMENT OF EXPENSES AND OTHER CHARGES I desire a modest Christian funeral, to be provided by Ewing Brothers Funeral Home. I do not want a wake or other traditional meal in observance of my passing. I have purchased burial plots at Westminster Cemetery, Newville Road, Carlisle, Pennsylvania. I direct my Executor to pay for my burial expenses (including the cost of a monument or marker over my grave and the entire cost of my burial). The estate, inheritance and similar taxes assessable on my death (including taxes on assets not passing under this will) shall also be paid as a cost of administering my estate and my Executor shall not request any beneficiary to pay any part of such tax. ARTICLE III. MISCELLANEOUS PROVISIONS Matters of Interpretation. For simplicity, I have expressed pronouns and other terms in one number and gender, but where appropriate to the context these terms shall be deemed to include the other number and genders. The bold headings are for convenience and shall not affect interpretation. ARTICLE IV. APPOINTMENT OF FIDUCIARIES AND POWERS A. I name Jeff Bouder, presently residing in Newville, Pennsylvania to be my Executor. If administration of my estate or trust should be necessary in any jurisdiction where my Executor is unable to qualify, or if my Executor deems it necessary for any other reason, I give to my Executor the power to designate any individual or corporation with trust powers to serve with my Executor or in my Executor's stead. If the said Jeff Bouder is unable or unwilling to serve as my Executor, I name Paul M. Bouder, presently residing in Carlisle, Pennsylvania, to Page 2 of 5 ~c~ ~ G.L.B. ,.,.. ~ ,.e ..:a~-:.v u^:.,w~:. ,. '.•. '~~~'""' H '. ,. ~ ASS:4n''i.x.1i4;8`~~i7d~/i~k'i.~g1iR~IR7~fhf1A~7a rLSc .~ ., . ~. be my Executor in his stead. I request that no security be r~q~ o ` ~ ~; , .. .., ~...,. - Executor named pursuant to the preceding sentence. References in my will to my "Executor" are to the one or ones acting at the time, except where otherwise specifically provided. B. Any corporate Executor or Trustee shall receive for its services the compensation for which it is willing to undertake similar services for others at the time such services are rendered, as evidenced by its published fee schedule in effect from time to time, unless it is willing to agree upon a fee that is less than its customary fee. Any individual who serves as Executor or Trustee shall be entitled to receive reasonable compensation for his or her services and, whether or not such individual receives compensation, shall be entitled to be reimbursed for expenses incurred for such services. C. I grant my Executor the powers set forth in 20 Pa.C.S. §§ 3311-3332 and 20 Pa.C.S. §§ 7771-7780 respectively. In addition, my Trustee may merge any trust under this will with any trust having the same trustee and substantially the same dispositive provisions. If at any time after my death the size of any trust under this will is so small that, in the opinion of my Trustee, the trust is uneconomical to administer, my Trustee may terminate the trust and distribute the assets to the person or persons authorized to receive the trust income in such shares as my Trustee may deem appropriate. No Trustee who is also an income beneficiary of the trust at issue shall exercise any discretion granted in the preceding sentence. My Executor and my Trustee may distribute tangible personal property passing to a minor to any adult person with whom the minor resides, and that person's receipt shall be a sufficient voucher in the accounts of my Executor and my Trustee. D. I request that my Executor confer with Mark A. Mateya, Esquire, in the handling of my estate, he being familiar with my affairs. ARTICLE VI. DEFEVITIONS The following definitions shall be applicable to all of the provisions of my Will except where otherwise specifically stated: 1. The use of the masculine shall include the feminine or neuter and the use of the singular shall include the plural, and vice versa. Page 3 of 5 ~ ~ G.L.B. 2. The term "estate," where appropriate, shall include, any trust hereunder. 3. The term "minor" shall mean an individual who has not attained the age of twenty-one years. Executedthis ~~°'`'"'day of ~ 2011. ate. Q, ~ v~~c-~.~.a~e- !~J Gail Louise Bouder Signed, sealed, published, and declared for and as her last will and testament by the testatrix in our presence, we all being present at the same time; and we, in her presence and at her request and in the presence of each other, have subscribed our names as witnesses whereof, all on the date last above written. ~'v~-P~ of ~S W . C'G~~ ~~. , ~ ~,~- ~41~ ~ °~ OF J ~ L.c1. .R L l'7 ,~~ .d Page 4 of 5 c~ ~ G.L.B. COMMONWEALTH OF PENNSYLVANIA f ~ CUMBERLAND COUNTY : to wit: ;~ Before me, the undersigned authority, on this date personally appeared GAIL LOUISE BOUDER and7`YlA~2~C ,~• ~ gT,EyA , and~l'1N.1J !,E :S~ ~El~~~~ known to me to be -r , the testatrix and witnesses, respectively, whose names aze signed to the foregoing instrument and, all of these persons being by me first duly sworn, GAIL LOUISE BOUDER, the testatrix, declared to me and to the witnesses in my presence that said instrument is her last will and testament and that she had willingly signed and executed it in the presence of said witnesses as her free and voluntary act for the purposes therein expressed, that said witnesses stated before me that the foregoing will was executed and acknowledged by the testatrix as her last will and testament in the presence of said witnesses who in her presence and at her request and in the presence of each other did subscribe their names thereto as attesting witnesses on the day of the date of said will and that the testatrix, at the time of the execution of said will, was over the age of eighteen years and of sound and disposing mind and memory. Sworn and acknowledged before me by GAIL L-O~UISE BOUDER, the testatrix, ~A~e.~ ~ - ~?'1ATiE'~4 ,witness, and C~rI~IIE ~ ~EI~TO~- ,witness, this. day of F,2~a ~ , 2011. Gail Louise Bouder ~. Witness Witness Notary Public Page 5 of 5 CAMMONViIEALTH OF PENNSYLVANIA Nokarial Seal Frsnoms A. Aumlller, Notary Publk South Mlddl~'1Wp., C~anberland Cour-ty WnNr~On Mercti 16, 2014 Member, p~srwylvsria AsSOdatlon of NoOmrlas R G.L.B. 3/28/2012 TO: Mateya Law Firm 55 West Church Avenue Carlisle, Pennsylvania 17013 FROM: William Rowe Rowe's Auction Service 2505 Ritner Highway Carlisle, PA 17015 RE: Estate of Gail Louise Bouder 2267 Ritner Hwy Carlisle, PA 17015 Personal Property Appraisal Oak Washstand 100.00 Oak Curio Cabinet 200.00 Recliner 100.00 Trunk 35.00 Child's Dry Sink 60.00 Marble Top Stand 20.00 TV Stand 35.00 Refrigerator 150.00 Stove 100.00 High Chest 50.00 Oak Cedar Chest 75.00 Maple Bed 8 Mattress Set 50.00 Bedroom Suite 75.00 Box Spring & Mattress 50.00 Gun Case 50.00 Display Case 75.00 Cedar Wardrobe Costume Jewelry Gold Diamond Ring 1994 GMC Pickup Truck Cub Cadet Riding Mower Baseball Card Collection Shop Tools ~ Hand Tools Misc. Collectibles 8~ Household Items GUNS: 1. Remington Model 722.222 Rem with Scope 2. Winchester Mode170 264 Win Magnum 3. Remington Mode1722.222 Rem 4. Remington Match master .22 Long Rifle 5. Remington Sportsman 4816 Gauge 6. Remington Fieldmaster Mode1572 .22 Cal 7. Winchester Model 70 .222 Rem 8. Harrington ~ Richardson Sportsman .22 Long Pistol 9. Smith Sz Wesson 22 Long Rifle CTG Bone Handle Total Rowe's Auction Service -William e 50.00 150.00 1000.00 1000.00 300.00 1000.00 600.00 850.00 300.00 375.00 325.00 325.00 350.00 325.00 325.00 100.00 150.00 $8,750.00