HomeMy WebLinkAbout04-23-15 J 1505614134
�,o�,a,�F�,
REV-1500 OFFICIAL USE ONLT
BureauotlndividualTaxes CountyCotle Vea� FileNum�er
Po eox zeo6oi INHERITANCE TAX RETURN 2 1 1 4 0 4 3 5
Harrisbur ,PA 1�ize-o6ot RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Socidl Sew�ity Numbe� �ale Of D¢3Ih MMD�YVYV �2I20f Birth MM�DVYYV
0 4 2 8 2 0 1 4 1 1 0 6 1 9 2 6
�ecetlenCs Last Name Suf(x �ecedenCs Firs�Name MI
B A U E R M A R Y H
(If Applicable)Enter Surviving Spouse's information Below
Spouse's Las�Name Suffx Spouse's Firsl Name MI
THIS RETURN MUST BE FILED IN OUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O 1. Original ReWrn � 2. Supplemen�al ReNrn � 3. Remaintler Re�um(tlate of death
Priorro 12-13-82)
� 4.AgricWNre Exemp�ion � 5. FUWre Interest Compromise(tlate of � 6. Fetleral Es�ate Tax ReWrn ReQuired
(tlaleol0ea�honorafler]-1-4012) dea�haXerl2-12-82)
O ]. Decetlent Dietl Tes�a�e � 8. Dewtlent Main�ained a Living Tmsl � 9.Total Number ol5a/e Oeposi[Boxes
(At�achcopYOlwiIIJ (AnachcopyoitmsiJ
� 1p. Litiga�ion PmceeCs fteceivetl � 11. Non-Pmbate Trawferee Re�um � 12. DefermllElection oi Spousal Trusts
(Schetlule F antl G Assets only)
❑ 13. Business Assets ❑ 14.Spouse is Sole Beneficiary
(No�mst Involvetl)
CORRESPONOENT�THIS SECTION MUST BE COMPLETE�.ALL CORRESPONDENLE ANO CONFIDENTIAL TAX INFORMATION SHOUL�BE DIRECTE�T0:
Name �ay[ime Telephone Number
D A V I D H S T 0 N E , E S R U I R E 7 1 7 7 7 4 7 4 7 5
First Line of Address
4 1 4 B R I D G E S T R E E T
Second Line of Atldress
City or Pos�Oifce S�ate ZIP Cotle
N E W C ll M B E R L A N D P A 1 7 0 7 �
corresponde�ese-mai�address: DSTONEaISTONELAW•NET
-._ . _—_. _—_.
PEGISTER OF WILLS USE ONLY
� wEcisrEr+orwa�susEon�r �I n � � �
� OATE FREO MMOOVYYY C O f'1 n
� i� � �— ; � O � .
I l . . �_ i �� ` � � � ,
_ ro u
w 'n
,-�
`_ OATE FILEb_$TAMP ,�
.__.. _D ' . -'p
. . ..�� =1 � T
�-, c�
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PLEASE USE ORIGINAL FORM ONLV � � '
rn G1 O
Side 1 � �
L IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII /�
15a5614134 15�5614134 J ' 1, 1
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J 1505614234
REV-1500 E%(FI) DecedenPs Social Sewriry Num�er
oeoeaem':rvame. MARY H • BAUER
RECAPITULATION
i. aeaiestate(ScheaweA) . _. . . . _ _ _ . _ . . . _ _ . . _ . . . _ . . . . . . _ _ . �. 6 5 9 6 0 . 0 0
2. S�ocks and Bontls(Schetlule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Z� �
3. qosely Heltl Corporation, Patlnership or Sole-Pmprie�ors�ip(Schetlule C) . . . . . 3. '
4. Mohgages antl No�es Receivable(Schetlule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. � • � �
5. Cash. Bank Deposits antl Mlscellaneous Personal Property(Schedule E). . . . . . . 5. 5 $ 9 4 3 . 5 5
6. Jointly owned Property(Schedule F) ❑ Separa�e Billing Reques�etl . . . . . . . 6. 1 0 1 1 2 . 4 9
]. Inter-Vivos Transfers 8 Miscellaneous N -Proba�e P�operty
(Schetlule G) � Separate Bllling Requested . . . . . . . ]. •
a. rotai cross assets(totai�ines i mrougn�) . . . . . . . . . . . . . . . . . . e. 1 3 2 0 1 6 , 0 4
9. Funeral Expenses antl Administra�ive Cos�s(Schetlule H) . . . . . . . . . . . . . . . . . . 9. 3 � 1 5 7 . 7 1
t0. Debis of Decetlent Mortgage Liabill�ies. antl Liens(Schetlule p . . . . . . . . . . . . . i0. 3 3 S 1 8 . 6 4
��, To[al Detluctions(m�al Llnes 9 antl 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 6 3 6 7 6 . 3 $
12. Ne[Value oi Es[ale(Line 8 minus Line 11� . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 6 8 3 3 9 . 6 9
13. Chari[able and Govemmenlal BequestslSec 9113 Tmsis(or which
an elec�ion to[ax has not been made(Schetlule J) . . . . . . . . . . . . . . . . . . . . . . 13. 1 � � � • � �
14. NelValue Subjeclto Tax(Line 12 minus Line 13) . . 14 6 7 3 3 9 . 6 9
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 1A�axable
a�the spousal lax rate, or
hansfers untler Sec 9116
�einz>X • o o . o o ,s_ o . o a
16. Amount o(Line 14�axable 3 � 3 � . 2 9
at�inealrare x • �45 6 7 3 3 9 . 6 9 �s.
iz Amoumo(Lineta�axable p � o „ o . 0 0
al si0ling rate X.12
te. Amoum of Llne 14 taxable � . O 0 18. � . 0 �
alcollateral rete X.15
19. TA%DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3 � 3 0 . 2 9
20. FILLINTHEOVALIFYOUAREREOUESTINGAREFUNOOFANOVERPAYMENT ❑
Under penapies ol perjury.I tleclare I�ave eumined tM1ls relurq IncWUing accompanying scM1etlules antl statemenis.and to IM1e�est ol my knowletlge antl beliel.
i�is W e.corrad antl complela-�eclare�ion o�preparer o��er��an fie Oe�son responsiDle for Illing IM1e reW rn Is oasatl on all Iniortna�ion ofw�lo�preparer�as
any wle0ge.
51 TUR F PE�ON ONSIBLE FOR FlLING RETURN I/�/�STi
�j AL �/
no ess
4 S N T RRACE CAMP HILL PA 17011
qTUR F P E N R OTMER THNN PERSON RESPONSIBLE FOR FlLING THE RETURN ` AT�
ADD
414 BRIDG STREET NEW CUMBERLAND PA 17070
IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII Side2
L 1505614234 1505614234 �
aEv-isooEx �Fq vaees F�ier+�meer
DecedenYs Complete Address: 21 14 0435
oecEoeNr�s Nnrne
MARY H � BALIER . .. . . _ - _._- — - --
- _ _. . _—_ _ _ _. ____
-sraEeTaooaEss
704 ELKWOOD DRIVE _. - .-- - -- --
_ . .___. ._ . _ _. _. ____ .
CITv . . .�--� � .. STATE ... ZIP
NEW Cl1MBERLAND �' PA I17070-
Tax Payments and Credits:
t TavDue(Page2,Cine19� (1) 3 �030 • 29
2. Cretli�slPaymenls
A.PriarPaymems _ 2,700 •�0
B.Discoun� 14 2 •10
(Seelnswcllons.) � � TotalCredlls(A+B) (2) 2.842 •10
3. Inleres� (3) � • 00
4. If Line 2 is 9reater ihan Line' +Line 3,en�er Ihe diflerence.This is�ne OVERPAYMENT.
Fiil in oval on Page 2,Line 20 to reques�a retund. (4) 0 � 00
5. If Line 1 �Line 3 is greater than Line 2,enterihe diHerence.This is ihe TAJ(DUE. (5) 188 •19
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
L Did aecedenl make a transfer antl'. �a6 No
a. retainlheuseorincomeotthepmpe�ytrans�erred ...... __...... .._. ...... � �
b. relainlherighttodesignatewhoshalluse�heprope�y�ransferredonisincome ..... ..... ❑ O
c. retainareversionarym�erest ...._.... ....._. ..._ ..... ... ❑ O
d. receivethepromiseforlPeoteitherpaymen�s,benefl�sorcare� _._ ._... _..
2 II tlea�h accurred afler Dec. 12,1982,dltl decedenl transfer Dropenywithin one yearoidaa�h
withaWreceivingadequa�econsidera�ion7 _._.._. .......... ....._._. ..... � 0
3. Dld deceden�own en'in Wst(of orpayable upon aeath bank account or seari�y el his or her dea�M ..__ ❑ ❑x
4, Old tleceden�own a�Intl vitlual rebremen�account annuity or o�her non probate pmpeRy,which
con�ainsabeneficia desi nation?..._.... ._ _._.._ _._.... ........_.... � 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTION5IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Por tlates oi Oea�h on or after July 1, 1994,and before Jan 1, 1995,ihe tax�ate Imposetl on the net value oi iransfers ro or for�he use oi the surviving spouse
is 3 percen�p2 P.S. §9116(a)(1.1)(i)�_
For tlates of death on or afler Jan. 1, 1995,ihe tax rate imposed on the net value of transfers�o or for Ihe use of Ihe surviving spouse is 0 percent
[72 P-S. §9116(e) (1.1)(li�].The s�aNte does not exemp�a transfer m a surviving spouse imm ta�,and the staWtory requiremen[s br tllsclosure of assets antl
filing a tax reWrn are still applicable even if the surviving spouse is the only beneFlciary.
For tlates of dea�h on or after July 1, 2000:
• 7he tax rete imposed on Ihe net value of transfers fmm a deceased child 21 years of age or younger at tleath to or for the use of a naWral parent,an
adoptive parent or a step-parent of ihe child is 0 percent[72 P.S.§9116(a)(12)].
• The t�rate Imposed an�he net value of transters to or br�he use of ihe decetlenTs lineal 6ene�clanes is 4.5 percen�, except as notetl In �72 P.S. §9116(a�(1)�.
• The tax rate imposed on the net value of iransfers ro or for the use of the tlecedenPs siblings is 12 percent[72 P,S, §9116(a)(1.3)J.A sibling is defined,
under Secllon 9102, as an Indlvidual who has at leesl one parent In common wiM the tlecedenl,whether by blood oradoption.
reev-isoz Ex.�iz-�z�
pennsylvania SCHEDULE A
oeaaarMervroF aEVEHue REAL ESTATE
NYERRPNCE iAX RHJR4
PESI�ENIDECE�ENi
ESTATE OF: FILE NIIMBER:
MARY H � BAIJER 21 14 0435
All real property ovmed solely or as a tenanl in common muat 6e reDorted at fair markel value.Fair maBet value is defined as�he price at whic�properly
would be exchange0 belwee�a willing buyer and awilling seller,nel�her beinq compelled lo buy or sell,Oolh having reasonable knowledge of�he 2levam facts.
Real property lhal is IoinHy�ownetl vnt�right of survivorship must be tlisclosed on Schedule F.
A�tach a copY of Ihe setllement s�eet if�he propeny has been sold.
ITEM Includeacopyofl�edeedshrnvingdecetlen[s'mtere5ll�ownedastenenlincommon. VALUEAT�ATE
NUMBER OF�EATH
�ESCRIPTION
1 1/2 interest of property at 423 Haldeman Blvd , 65,960 • 00
New Cum6erland, Cumberland County, PA jtwros with
Eric W. Bauer at assessed value 6136,000 times CLR
( . 97) = 5131,920 •0� divided by 2
NOTE : The property mentioned in Item V was sold
prior to death
TOTAL(Alsoen�eronCinel,Recapimlatlon) E 65,960 •00
Itmore soaceis neeCeO,use addltionalsheels olpaperofihe same size.
REV-1503 EX�(8-02)
pennsylvania SCHEDULE B
oeanr+rmENr oF r+evEuuE
,v„Ea,;�„�E,qxRE,�aN STOCKS & BONDS
aesioENr oewoeNr
ESTATE OF FILE NUMBEN
MARY H . BAIJER 21 14 0435
All pmperty jointly owned with righl oi survivorship musl be tlisclosetl on Schetlule F.
ITEM VALUE AT DATE
NUMBER �ESCRIPTION OF DEATH
NOTE � The Hershey Creamery stock mentioned in Item II
of will was sold prior to death
TOTAL�AIsoenteronLlne2,Recapilola0on) 8
If more space is needed, insetl additional sheets oit�e same size
REV-0SOB EX��OB-02)
pennsylvania SCHEDULE E
oEanA.mr�roFaeveHue CASH, BANK DEPOSITS 8 MISC.
wNeailaHceraxaEruwa pERSONAL PROPERTY
aesioErvr oEceoervr
ESTATE OF: FILE NUMBER:
MARY H � BALIER 21 14 0435
Inc'.utle Ne proceetls af litigation antl tM1e date�he proceeds were receivetl�y the estate.
All property joinlly ownetl with right oi survivorship musl be tlisclosad on Schetlule F.
ITEM VAIUE AT�ATE
NUMBER DESCRIPTION OF DEATH
1 • Bank of America-escrow account balance 606 • 64
2 Homeland-refund on living expenses 1,017 • 0�
3 M&T Bank-Checking Acct �950797560 29,992 • 32
Princ 529,992 • 32, Int 5 • 08
4 M&T Bank-�hecking A[ct �950797560 - Accrued Int 0 • 08
5 M&T Bank-Checking Acct �99029448 20,058 • 66
Princ 520,058 • 66, Int 5 • OS
6 M8T Bank-Checking Acct #99029448 - Accrued Int 0 • OS
7 Misc refunds from PPVChase/Citi 141• 57
8 PA Dept of Revenue-Rent rebate rewived 250 • 0�
9 Penn National Insurance-refund on homeowners ins 576 • 00
10 Specific items mentioned in Item I A-E 8 remainder 500 •00
af hausehold goads
11 tJnum Life Ins-proceeds of ins w/estate 6eing benef 2,801 • 23
TOTAL(Alsoen�eronCineS,Recapl�Wa�ion) E 55,943 • 55
❑more space is neetled,use additional sheets of paper of ihe same size.
REV�1509 EX��01-10)
pennsylvania SCHEDULE F
oe�ARrMer�rorae�EwE �OINTLY-OWNEDPROPERTY
14NEdIiANGEiA%REiUWJ
RESI�ENtDECEDENi
ESTATE OF: FILE NIIMBER:
MARY H • BAUER 21 14 �435
If an asset was made jointly ovmed vnthin one year of the decetlenCs date of dealh,it musl be repoRed an Schedule G.
Sl1RVIVING JOINT TENANT(5)NAME(S) N��RE55 RELATIONSHIP TO DECEDENT
n. CYNTHIA B PETRY 4 STEPHEN TERRACE DAIJGHTER
CAMP HILL, PA 17011
e
c
JOINTLY�OWNED PROPERTY:
LEiiER ]ATE DESCRIPiION O�PROPERiV %OF DAiE OFDEFiH
IiEM FORJOWT MA�E INQU�=NAMEOPFIWJJGALINSiIiUiIONAN�BANKACCOUNiNUMBEFOR5IMIUR DAiE�FDFAiH OELE�EN*'6 VAWEOF
NOMBER iENANi JOINi IDENiIFVING NUMBER AtiACH�EE��OkJ01NiLY aEIDFEALE5iHi6 VFLUE OFASSH IMERESi DECEOENi'SINTEFE51
L • A • 9/19/OS Metro Bank-Checkg Acct �53710712� 10,112 • 49 Loo . La ,112 • 49
joint w/Cynthia B Petry dated
9-19-OS Princ 920,224 • 97 divided
6y 2
TOTAL�AIsoenteronLlne6,Recapimlafion) Y 10+112 • 49
I�more SDace Is needetl,use a0dltlonal sheets ol paper of Ihe same sizp.
REK1511 EX�(OB-13)
pennsylvania SCHEDULE H
oEaaRrMcrvtoraEvcr�uE FUNERALEXPENSESAND
�n�Ere�rArvceraxaEr�RN ADMINISTRATIVECOSTS
fi_sioEvroEc�ocvr
ESTATE OF FILE NUMBER
MARY H • BAUER 21 14 �435
OecetlenPs tlebts must be repoNed on Schetlule 1.
ITEM
NUMBER DESCRIPTION NMOUNT
A. PUNERALEXPENSES�.
1 Harrisburg Cemetery-opening of grave 850 • 00
Baughman Mem UM Church-donation for funeral serv 1,000 • 00
Parthemore Funeral Home-funeral expenses 10,815• 34
M Minette Bauer-Reimb for food for funeral 411•16
M Minette Bauer-Reimb for food for food/supplies 582 . 50
Gingrich Memorials-stone marker 1,100 •0�
Harris6urg Cemetery-services rendered 105 • 2�
B. ADMINISTRATNECOSTS'.
1. Peraonal RepresentaCive Commissions'.
Name�s�c�PersonalRepresen�a�ive�s� Cyftthld B Petrv 4�5�0 • 00
scree�Adcress 4 Stephen Terrace
c;qCamp Hill siaiePA zia17011
veads)Commisslon aaia�. 2015
2 , nno��eyFees�. David H Stone , Esquire 4,500 • 00
3. Family Exempllon'.QfEecetlanYsatleressls not�he same as cleimenfs,atlach crplanafion.)
Clainanl
SVee�AtltlR55
Ci�y $�d[E ZIP
Rela�ionsM1iD otClaimanito�ecetlent
4 • arooa�eFees See tt2 below
5 , Accounum Feer.
6 � ia�Rewm PreOarerFees.
7 . Metro Bank-check charges 26 • 65
2 Register of Wills-probate fees 333 • 50
3 Register of Wills-filing Inh tax ret and Inventory 30 .00
4 New Cumberland Boro-sewer serv at prop 76 .64
5 PA American Water-service at property 19 •01
6 Kantor 8 Tkatch Assoc-deht of decedent 136 • �8
7 Check written by decedent but not cleared by bank 175 • 00
8 Recorder of Deeds-recording deed 84 • 50
9 Stone LaFaver 8 Shekletski-serv rend prior to death 950 • 00
10 Lessel & Company-prep of incomes for 2014 350 • 00
11 PA Dept of Revenue-tax due on 2014 PA40 2,299 • 00
12 United States Treasury-tax due on 2014 1�40 1,290 •�0
TOTAL(Also en�er on Line 9,RecapiWla�lon) E 30,157 • 71
II more space Is oeetleQ use atldltlonel shee�s oi paPer ol Ne same size-
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
MARY H. BAUER 21 14 0435
Decetlenl's Name Page t File Number
Schedule H -Funeral Expenses 8 Administrative Costs - B7.
ITEM
NUMBER DESCRIPTION AMOl1NT
13 Cynthia Petry-Reimb for postate 8 cert mailings 23 • 13
14 Reserve for closing expenses 500 • 0�
SUBTOTALSCHEDULEH�B7 523 . 13
REV.�5t2 EX.(1&12)
pennsylvania SCHEDULE I
oEPAa.aervroFaEVENUE DEBTSOFDECEDENT�
wHEa�,aN�e.n<aE,uAn MORTGAGE LIABILITIES & LIENS
reEs��eErvroECEc�N-
ESTATE OF FILE NUMBER
MARY H • BAUER 21 14 0435
Report debts incurred bythe decedenl prior lo tleath that remained unpaid althe date of dealh,intluding unreimbursed medical eipenses.
ITEM VAWE AT DATE
NUMBER DESCRIPTION OF DEATH
1 • Brockie Pharmatech—medicines for March—April 18 •64
2 • Mid Penn Bank-1/2 value of mortgage dated March 14, 33,soo . 00
2014 with Eric W• Bauer and Mary H . Bauer
TOTAL(niso enter on Line 70,Recapitulaiion� S 33,518 • 64
If more space is neetled, insetl atldllional sheets of the same size.
eev-�si a ex.�au c�
pennsylvania SCHEDULE J
oevAArmEuroF Revervue BENEFICIARIES
iNHewrarvce rnx eEroav
aEsioErvroeceoervr
ESTATE OF: FILE NUMBER:
MARY H � BAUER 21 14 �435
RELATIONSHIPTODECEDENT AMOUNTORSHARE
NUMBER NAMEANOhDDRESSOFPERSON�S)RECEIVWGPROPERTV DallotListimstee�s) OFESTATE
� TAXABLEDISTRIBUTIONS [IncW4eoNngMspousalaistnbutionsandVansiersuntler
Sec.9118�a (1.2�.�
1 � CYNTHIA B PETRY 1/4 residue Lineal 8 ,719 • 92
4 STEPHEN TERRACE
CAMP HILL PA 17011—
2 ERIC WILLIAM BAIJER Sch A less Sch I-2 Lineal 41,179 • 92
106 WALTON STREET & 1/4 residue
LEMOYNE PA 17043—
3 FRANCES BAUER MCBRIDE 1/4 residue Lineal 8,719 •92
2440 HICKORY LAWN ROAD
ROCHESTER HILLS MI 48307—
4 M MINETTE BAUER 1/4 residue Lineal 8 ,719 • 93
117 HILLSIDE ROAD
HARRISBIJRG PA 171�4—
EMER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LMES 75 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
p. NON-TA%ABLE DISTRIBUTIONS'.
A.SPOUSAL DISTRIBUT ONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAx IS NOT TAKEN�.
1. GRACE IJNITED METHODIST CHURCH 1,000 . 00
216 STATE STREET
HARRISBl1R6 PA 17101—
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS�.
1 •
TOTAL OF PART II-EMER TOTAL NON�TAXABLE�ISTRIBUTIONS ON LWE 13 OF REV-7500 COVER SHEET. S 1 �000 • 0 0
If more space Is neetletl,use addltional sheets of paperot�he same slze.
STONE, L.1F.IVER $ SNF,gLETSKI
. f ` . . • 4�TORNEVS AT LAW
0199PIOGESTRFET --..-..-.
YQW GVMBQpLANO� p�� p%O
LAST WILL AND TESTAMENT
OF
MARY H. BAUER
i, UARY H, BAOER, of the Boro�gh of 9ew Cumberlard, Cour.ty oi
Cumberland a�d Ccmmor.wealth of ?ennsylvania, declare th:s to be my
!ast will and revo;ce a�y �di11 oreviously made by me.
="�?". � ? devise and bequeath my household goods and personal
_[:ects and ether ta.^.gib'_e perso:,alty o` like nature, not including
�ash or securities as ioliows :
.�. �his will conPirm chat I have prev_o�s1y given
to my daughter, CY;�Ty?A B. PSTRY, my complete di�inq room suite.
-a-tain oieces of [hi� furni=ure se[ are in �he oossession cc :ny
�.-�aughter, M. :q?NETTE �AUER, �.aho has agreed `,o turn these over to
CYNTHIA at a mctual'_y agreed uoon time.
3. :Ay cut q:ass (three-legg�d round dish; to mv son, =B'C
aILLIAM BAUER.
-. :�iy cct glass vase te my dauqhcer, =gAN�?g gppEg
"1cB3IDc. ;This oiece �aas givea to �ne by Chis da�qh�er and I would
Li:<e [o have it -eLu�ned to Fex �.:pon my de3ch; .
�. � bequeath my je�Helry to r�y da°,:ght�c, CYV'7HIA B.
- _�R_', :t� 'oa reta �_,���d trv k�.e� cr ro be dist�ibcced 'oy �er to :ny
-hildren and granac^il�ren ie h.er eole and absoluce discreticr. .
�. I 9ive and bea�eath the cemainder of m/ cecsona_ and
Lenolble oroper��, as above defired, to :ny c�ildren, '_❑ equal
ahares, to be divided amorg tFem as they may aqree,
Paqe 1 0* d
ii
INothing is to be sold at public sale unless agreed upon by my
I- children. There are personal items belonqing to them remaining in
my house at 704 Elkwood Drive, New Cumberland, Pennsylvania, which
Ilthey shall have free will to remove as soon as convenient , pny I
II undesired items may be sold and [he proceeds added to my residuary
�i estate. i
ITEM II ; I give and bequeath my Hershey Creamery stock to my I
Ildaughter, CYNTHIA B. PETRY. I
�� I'PEM iIL I have previously purchased a property at 423 I
�i Haldeman Boulevard, New Cumberlar.d, Pennsylvania and placed the I
ildeed in joint names with my son, ERIC WILLIAM BAUER. I hereby I
�i declare that I intend this conveyance to have created a joint tenancy
.,,I with right of survivorship and ❑ot a tenancy �in common, and that �
��i snould ERIC WILLIAM BAOER survive me and become the owner of that i
,I proper[y as the surviving joint tenant that this property shall not �
i'� be considered part of my probate estate for purposes of calculating �
ERIC ;�iLLIAM BAUER' s share of my estate as a residuary beneficiary. j
IPEM iV: i qive and bequeath One Thousand ($1, 000. 00) Dollars
.j to the GRAC6 ONITED METHODIST CHURCH of State and Susquehanna I
��'� Streets, Harrisburg, Pennsylvania, in memory oP my parents, DR. and �
�ji-0RS . SAMUEL F. HASSLER, and my 1aLe husband, ERIC M. BAGER. I
I=EM V: I give [o my daughter, CYNTHIA B. PETRY, the option I
I �� purchase my apartmenL bu:iding at 425 Haldema❑ elvd. , P]ew I
Cumberlar.d, Pennsylvania for a ourchase price equal [o the coun[y �
lassessed value at the time of my death. Cynthia may exercise Chis ��
� right by qiving ❑otice within 60 days of the date of my death ar.d �
,i hY c'_osing and setiliny within nine months of the date of my death. ��
iIn tte event Cyr.thia fails to exercise this right, my son cRIC :�
'� Pa4e 2 of 4 I
1 i
I, 1
WILLIAM BAUER, sha11 have the right to purchase the property under i
I! similar terms. Eric sha11 give notice of his intention to close '
I� wichin 60 days after Cynthia has given notice of her intention not I
�o purchase or failed to timely give notice of her intention to
ipurchase. Settlement sha11 occur within nine months of the date of I
'�, my death. All rights hereunder to purchase shall automatically
iterminate if not exercised and settled within nine months after my �
ideath. Should my daughter, CYNTHIA B. PETRY, purchase this
. property, my son, ERIC WILLI I
AM BAlJER, shall have a license to use I
�'I the garage on the properiy. All maintenance expenses shall be paid I
i by Eric. The license sha11 terminate when Eric no longer owns 423 I
!�IHaldema❑ Boulevard, or when Cynthia no longer owns 425 Haldeman I
.,I Boulevard. �'�
il� ITEM VI : All the rest, residue and remainder of my estate I �
�,I qive, devise and bequeath to my issue, per stirpes .
I^EM VII : I appoint my Executrix and her successors guardian I
Il� of any property which passes either under this will or otherwise, I
',�I co a minor and with respect to which I am autnorized to appoint a
�ilguardian and have not otherwise specifically done so, provided that I
II this appointment of a guardian shall not supersede the right of any I
� fiduciary in its discretion to distribute a ShaTe Where poSsible
I to the minor or to another for the minor ' s benefit . Such quardian i
�'�'I sha11 have the power to ��se principal as we11 as income from time �.
to [ime for the minor' s support and education ( including college �
�,' education, both qraduate and undergraduate) witnout regard to his ��.
" or her parent ' s ability to provide for such support and education, �I
�I �r *_o ma;ce payment tor these purposes, without further '
� Paqe 3 of 4 '
I
i _ _ _
responsibility, to the mir.or or to the minor' s parent or to any
iperson taking care of the minor.
i :TEM VIII : The Executrix shall be entitled to compensation in I
accordance with the customary fees in effect at the time of my death .
ITEM IX: I appoint my daughter, CYNTHIA 8. PETRY, as Executrix
' of this my :ast will . '�
I
ITEM X: No fiduciary acting hereunder sha11 be required to
post bond or enter securiCy for the faithful performance of his or I
� her duties in any jurisdiction. j
IN WITNESS WHEREOF, I, MARY H. BAUER, have hereunto set my hand �I�
I� and seal this �3 day of S���p�,�.� „ . , 2013 . I
�_
I
i� .,.� 1 �,
r'
MARY H. BAUER '�
SIGNED, ScALED, POBLISHED and DECLARED by MARY H. BAOER, the ;�
,i Testatrix above named, as and for her Last Will and Testament, and '
I�.'� in the presence of us, who at her reques[, in ner presence and in �
lrhe presen f ach other, have subscribed our names as wit�esses . I
I
C 419 BRI�GE ST. , NEW COMBERLAND� PA I
Wit . � Address
, �
' �
�. —�G�--� -�� •� '^ 419 BRIDGE ST. , NEWCCMBERLAND, PA I
I �Witr.esS �— Address j
IPaqe 4 of 4
il
II i
STONE LaFAVER & SHEKLETSKI
ATTOPNEVS AT LpW
610 9RIOGE STREET
OAVI�H. STONE POST OFFICE BO%E pF cOUN3EL
GERALp J. SHEItLET3N1 YCw CuaeEeLnNO.PA 170]O CHGRLES X. STONE
W W W SLOIICIdW.R[f JON F LAFAVER
TELEPHONEI]17)J7GJ�33
FAC8IMILE {]IJ�J7q.9968
January 21, 20]5
PA Department of Revenue
Bureau of Individual Taxes
Inheritance Tax Division-Ext
PO Box 280601
Harrisburg, PA 17128-0601
RE: Estate af�1ary H. Bauer
Cumberland County File#2t-ld-0d35
DOD: April 28, 2014
To Whom It �tay Concem:
I represent the Estate of Mary H. Bauer in which Cynthia 6. Petry is Executrix.
Please be informed that I am requesting a� extension of three months on the filing of the
Inheritance TaY Return and Inventory. We expect a signi£can[ tar liability on Mary's 2014
income [att remm and prefer to use the true amount instead of an estimate. We hope to have the
incnme tax returns compleced in the nex[ two months and at that time, we will Yile the inheritance
ta,� re[um.
We have paid ihe prepaymeot of inheritance tae in the amount of$2,700.00 on July 23,
2014 (see copy of receipt attached) and we do not anticipate owing any Curther tas.
Your attention and cooperation to this request is grea[ly apprecia[ed.
Should you have any ques[ions, please do no[ hesitate m contac[ me.
Very Iruly yours,
STONE La AVER & SHEKLETSKI
Dav��,} o
� " ,
DHS/tmb
ca Cynthia 6. Petry, Executcix
. .
f;s,Properry Mapper '; i $ �' .i �� :i A����
ed'ti c�ac�,s�,at
Ima9ery20ti �Magerv1008 ImageryOA
, va¢elSearcA ��v� a O
� � Fe�mresse�eaea;�
A13HALOEMANBOIILEVARO
PLY,2fi�23-0:1)G58
Ce�d600k;OOlo�-OG966
. Pxne[BAl1ER,M�L9Y N flElIC71
� l,ndu:eCod?:lol
PrcpeM i,7=.Ft
AcreaGe'.O,I I
Squ;re Feet,:601
iaxab'e5tatus:i
Cean 9Green StaNs:
land A<s�ssEd Value S 12I00
Bwldmo As,:ned Va!ue S�,974U4
'o;al.,zs�etC;�ei'Ccr,�7 � i �,�
Sale Pn[e f'��3500 �
Sale�ne;�'en1un29i751G5�.CP.tOGId � �
YearEu.tt:i930
ElunuC'�iry:�ff'1lNSTEPI;JJD2!A'kD i
HaghhnStarYi:2 1
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� ~ II CERTIPIEp pROpHiTY IOENTIPICATION RUlgcna II
rcJ<J'Nnmr.F.nc-l➢HVlGcmunqM1d 26-23-0513-OSB - N6W CUl�ggypNpp
I CC6I9 R86I9TAY 09/OB/001< HY TB II
I �rar e,�ace�no.: �.-�3-�`�'S-o59
.\DORE55:J2}Haldeman Boulevard I
INew Cumberinnd,PA ��p�p
THIS DEED I
�,I MADE THE S'"`� day of�-�{n Ihe yeaz of our Lord two thousand fourteen (Z014).
I
IIBETWEEN ERIC W. BAUER, single individual, �
� Grantor,
I and ERIC W. BAUER, single individual,
Grantee,
iWITNESSETH, that in consideration of ONE and NO/100-------($L00)--------Dollar, in hand I
i paid, Ihe receipt whereof is hereby acknowledged, (he said Grantor does hereby grant and
� convey w the said Grantee, his heirs and assigns,
�
� ALL THAT CERTAIN piece or pazcel oF land simate in Ihe ➢orough of New Cumberland,
,,I Counry of Cumberland and Commonwealth of Pennsylvania, more particularty buunded and I
i� described as follows, to wit �
�
�� BEGINNING at a point on the northerly line of Haldeman BoWevard, said point being j
� �I ihirty-twa and live tenths (32.5) feet measured eastwardly tiom Glm Street, said point also
� being the center of a partition wall between premises known as 423-425 Haldeman Boulevard; i
'I thence in a Nonherly direction through the cen[er of said partition wall and beyond, a distance
;j of one hundred forty-four (144) feet to a twenty (20) foot alley; thence in art Eas[erly direction I
� alung [he southedy line of said alley, �hiny-two and five tenths (32.5) (eet to a point; thence in
I a Southerly direction on a line puallel with Elm Street, a distance o£one hundred f'orty-four ��
1 (14�1) feet to Haldeman Boulevard; thence in a Wesrerly direction alo�g the northedy liue of I
i Haldeman Doulevard, thirty-two and tive tenths f33.5) feec to a point, the place of
I DEGINNINQ ���..
I
�I BEING part of Lot No. 74, Section 2 in the Plan of Cumberland �tanor as recorded in Plan
'� Qouk 2. Page 73. '.
i
'I HAVING TIIEREON ERECTED a brick apartmen[ house known as No. �123 Haldemen i
�.i �oulevard. New Cumberland. Peonsylvania.
'�, I3EING THE SAME PREYIfSES which CCNB 8ank, N.A.. Esecutor ot the Last W'ill and
�i Testament of Mary P. Henrie. by Deed dated June 30. 1981. and recorded lune 30, 1981. in the �
�! OfEce of [he Recorder of Deeds of Cumberland County, Pennsylvania, in Deed Dook '_9.
���, Volume `L". Page 966, granced and conveyed unm N1ary H. Bauer and Eric W. 6auer. her son. ��
I us joint tenants with rieht of survivorship and nut as tenants in common. �lary H. E3auer died '�
�.,,� on April 38, 2014, thus by operation of law vesting title in Lric W. Bauer, Grantor herein.
. - li ,
ITHIS IS A CONVEYANCE BETWEEY PARTIES ONE AND THE SAME FOR I
IPURPOSES OF PLACI.YG TITLE SOLEY IN THE GRANTEE'S NA�IE AND IS i
IECE�IPT FROM ALL REALTY TRANSFER TAXES.
APD Ihe said Grantor hereby covenants and agrees that he will waaant specially the property '
� hereby conveyed. I
IY W[TNESS WHEREOF, said Grantor has hereonto set his hand and seal the day and year I
I tirst above written. '
�I Signed, Sealed, and e ivered . �
m ese
I �e
���/�"'�— (SEAL) I
I : ERIC W. BAUER �
I
� COMMONWEALTHOFPENNSYLVANfA : �
SS:
II COUNTY OF CUMBERLAND , '
�
j� On this, the ��� day of �.Q.�.�a( , 2014, before me �he undersigued
;� oPficer, a Notery public, personally appeared, GRIC W. DqUER, single individual, known to ��
�� me (or satisfactority proven) to be Ihe person whose name is subscribed to the within
jI instrument, and acknowledged that he zxecuced the same for the purposes therein contained. �..
I
i�� [N W[TNBSS WHEREOF, I have hereunto set my hand and official seal the day and �
year tirs[ ubove writtea ;
.�� COMMONWEALTMOFPENNSVLVANIA \� VO[�bI1C� ���
�j NOTARIALSEAL � �..
CAROL L.TROXELI, Notary Public
��i New CumbetlanC Boro.Cumbedand Ca. '
My Commissian Expires Dea 27, 2�17
, f hereby certify that [he preeise residenee and complete post offiee address of the within ��
:�'� named Grantee is: 106 W � '
� _ alton Street Lemovne PA 17043 . �
I DAi'ED: �n�Z�\� �..�
A[[om
, '��
�v',t.r
i
a ��
4Y9 Mi¢hell Road.MiI1sMm,DE 199Nr Records Managemem
Phone 888-502-0349
F ax p02)930.2955
May 16.2010
Stone LaFaver& Shekletski
Attomeys at Law
414 Bridge Street
P.O. Box E
New Cumberland, PA 17070
Re: Estate of Marv H Bauer
Social Securiry: 205-24-2267
Date of Death:Aoril 28.2014
Dear Sir or Madam:
Per your inquiry on May 6,2014,pleace be advised[hat a[the time of desth,the above-named deceden[had on
deposi[with this bank the following:
L TvpeaJAccount ChukingAccount
AcrounWumber 9902944A
Ow��a�hip(Names ojJ Mmv H. Bauer
CyNhia Bauer Petry(POAI
OpeningDate OA/?8/1977
Ba(ance on Date ojDeafh S ?0,058 66
Accrved[rrterest S D5
Trnal 47Q058J7
_. Tvpe ofAccount Installmcnt Loan
AccounWumber 17.044035387506001
Ownership(Names ofl Nary H. Bauer
Ope�ing Date [XJ222007
Balance on Daie of Death $0.00••This amount is not to be used for
payoff purposes. For a payoff balance,
pleaze call 1-8IX7-724.2440
Curren[Balance $ .00 " This balance is not a
payoffbalance
3. T}yeofAccowt InsWllmentLoan
AccauntNumber 12044426908916001
Ownership(Names o� Mary H.Bauer
Opening Daze OS%I 1/2001
Balance on Date of Death $0.00*'This amount is nol to be used for
payoff purposes. For a payoff balance,
please call I-800-724-2440
Curtent Balance $ .00 �• This balance is not a
peyoffbalance
4. %ypeofAccount ChecldngAccoun!
AccounlNumber 950797560
Uvnership(Names on Mmv K Bwe
Cvmhla Bauer Petrv(POAI
Opening Date OS/18R007
l3alanceonDareof�emh g 29992.31
Arervedlnleres! S .08
Toto( $29,992.40
Fur,ny,aaifion.l inrormatiun uo�ee.novuomunb,incluain�ownennip.na am chunQ<0.aloeuree.nd/or reimbursemm�or Nnas.
plavc oll�M1e Hghl�ud P�rk�t]t]-'13]3t32 -
N'e were unable m locate eny vfe depoeit bm for tM1e nbove-menliuned Jevedco�.
Thie krter don not ineWee noy�ttounb in wtioh �he DemaxJ may luve been lieled ae Power nf Attrcney,fuva0im of LNf TnnsMy
ReO��oufive Poym ar Trushe unAer a Wnnen 1�eemeul
Sincerely,
Valarie Mercer
Records Management
�V1E�'�o
BAN K Ha�risburg. PA[r17111 888m tr b�ank com
May 72, 2014
David Stone
Stone LaFaver & Shekletski
414 Bridge St
PO Box E
New Cumberland PA 17070
RE�. Estate of: Mary H Bauer
Taz Identification Number: 208-24-2267
Date of Death: April 28, 2014
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
AccountNumber: 537107120
Date Opened: 9/19/2005
Primary Owner: Mary H Bauer
Secondary Owner Cynthia B Petry (added at acct opening)
Date of Death Balance: $20,224.97
Principal Balance: $20,224.97
Accrued Interest": $.33
" Please note: The accrued interest will not be paid if the account is closed orior �
to the date the interest is scheduled to post �
Please feel free to wntact me at (888) 937-0004 if I may be of further assistance.
Sincerely,
�
. r,�.✓/,l.�a�,�J.�,�,�
Cindy Stanbery �
Support Associate/Deposit Services
Metro Bank
r---
Parcel Itlentlflcatlon
Number:
28-23-0613-068
RECORDATION
REQUESTED BY:
Mitl Pann Brk
Gmp Hill Oflip
1101 Merke!Stmt
Camp HIII.PA 19071 �
:��
WHEN RECORDED MAIL 3'�
TO: �
mm v.rn a.rt .?:.::�a.
operatlo�r Cerkx -
4099�arty Streat �,t a
HaMebuq,P� 1]111 �;E� �3" �
}a
e:pta �I �
. "$ ;��,z 3r���°v� �,
���i.°"� k y���"������t��� S
iOp II�CP1R�l 9E ONLV
KF'k�I�t ��9
�X ��� "
MO ������', tai43;.'
, �
Amount Secured Hereby: $87,000 00 �'�?�� � ,�
3 y
r g, .. _ �a •ut'E
THIS MORTGAGE dated Mamh �6 201�',]' - antl ex between Edc W. Bauar,whosa
atltlresa Is �OB Watton Stree; Lemoyne, ,� �"��ry H. Bauer, whoaa adtlreea ia
HomelanA Nursing Home (referretl W below as Y� Mld Penn Bank, whosa addreas la
2�0� Market Stree4 Camp HII���;� 11 (refeti7� � as "LenEeY').
GRANT OF hqRTOAOE Fa � � � eina, sella, mmeye, eaegiu. tranafen,
reieasee, mnfrms antl motlg9p �� `�� � � ` s nght�', �i: � bnrt in aM to the bllowing tleacntetl
real pmperty, lagat�e�x�tl�y�� � � ot auN� ' otl or ' inge, impmvamen�e en0 fiMurae; all
s[reala, la�e, alleye, p_.. anE weys, a , nghba' ,, . ���� all libertiea, pnvileges, lenemanb,
nereaitamenle, end aOPu,',:" Nerounto belanB� ���� maAe-�'� ' �� 'nent�eroeNer, arM the revonionn anE
remaiMen wiN raepetl q� � , ell water waMr ngh� '� unea eM'� ih rghb(induCing etodc in utilNea vniM1
Eitch or imgafion nghle�- ��� �911 other righb, myaltiel�3 � releting to the reel pmperty, intlutling without
tet on all m rereb, od, :peomermal ena eimiler m� 119 "Real Property") located In Cumbetlan0
Counry Commonwq Pennsylvanla �;�.
Properry aa Aescd� Cumbetlantl Cou � �, ortler of Ueetla Olflce Dook L29 Paga#968
Tha R (ly or ft?F la common '�. aa 423 Haldeman Boulevartl, Borough of
New�•;��y�, d, P/C�� i_ E Tp�a Propefly parcel identiflcatlon number is
��5��' �; ��"� €,;��:
k �
C389�pFprexn aseigne la LaMef� � � � ' �tle, antl interest in anE �o all presen�aM tulure leases ot the
.,,Pp;p6�ty eM all Rante hom t�e Pmpert�" 9kaddHfon, Grantor grente to LmGar a UnRortn Commerdel Cotle sacunry
� I(�p)ieat in Ihe Penonal Pmperly rb Renb.
,�,YF�S M1qRTGAGE, INCLUp��.�E ASSIGNMENi OF RENB ANO THE SECUPoIY INfEREST IN TNE REHf9 ANO
' F�.90NAL PROPERfV, IS - O SECIRtE (A) PFYMENT OF THE INOFHTEONE98 AND (B) PFAFORMONCE OF
q�RND ALL OBL1GqTIqM�;��,-� pER THE NOTE IN 1HE OPoGIWU. PfUNQPAL AMIXIM OF SB1,000.00, T11E
D DOCUMENTS Af$,� MORTGAGE THI9 MOR�GIIGE IS GIVEN ANO ACCEPfED ON 1HE FOLLOVYING
� 3vd
��WAIVERS. 6f�,,.�'aivea ali nghd or tlakneee anaing by reaeon of any"one aCion"or"anUdefitlency"
IaVYf��p�(,.IebE: Mey preveM LenEe� !rom bnngirg any ac[ion egeinst Grenror, induainq a Gaim h�
defici9n0�ftl�1�M ia otliervnae enikleC m a tlaim br tlefitlenry, be�om or aftar LanCers mmmencemen�
or mmplbll$i�Q� ure aqian,ei�har jutlitlelly or by axamae of a pawer of sale.
GRANTORS�RFCI�SENGTIONS ANO WANRANTIE9. Grenlar warranle t�aC (aj �hie Motlgage ia exea�eE a�
Bortowers raquaet aM not at t0e requeet ot LeMer, (E)Grantor has Ihe fuli pawm, ngh( antl auNonry ta entar into
thie Mo�gage aM to�yOaUeca(e the Pmperty; (c) tha proNsions of t�is Mortgaga tla nol conflict wit�, or rewll in a
dehault under am/ agreemeM or other insWmant bintling upon Grantor entl tlo not resWt in a violation of any law,
�
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STONE LnFAVER & SHEKLETSKI
RTTORNEYS AT LRW
G19 BHIOGE STREET
DAV IO H.6TONE pOST OFFICE 80%E OF COI1NSEl
GERALOJ.SHENLETSRI New CllMBEHLn.vD. PA llOOO CXRpLES X.STONE
wv+w.s[onelawnet ��M F LwFqVEF
TELEPMONE(]191 T/4-9495
.�.PT�11 22� ZQZrJ FhC51MILE Q1])]O¢3B68
Register of wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3887
RE: Eatate of Mary H. Bauer
Aka Mary Hassler Bauer
No. 21-14-0435
Greetings :
Enclosed please find an original and one copy of the Inheritance
Tax Return and Znventory for the above mentioned estate . Please
clock in the copy of the Inventory and first page of the inheritance
tax return and send them back to my office along with any receipts
in the enclosed stamp addressed envelope.
Also, enclosed is check #114 in the amount of $188 . 19 for
inheritance tax due.
Should you have any questions, please do not hesitate to contact
my office.
Very truly yours,
ST E L FAVER & SHEKLETSRI
1lavid H< Stone
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