HomeMy WebLinkAbout12-22-05
Rl'V.l$OOex+(1.bl) *' REV-1500 OF"-:C:,'\L us:~ ONLY
.
COMMONWEALTH Of PENNSYlVANIA INHERITANCE TAX RETURN FILE NUMBER
DEPAR1MENT OF REVENUE RESIDENT DECEDENT 21 05 0427
DEPT,280601
HARRISBURG. PA 17128-0601 COUNTY CODE YEA" NUMBER
DECEDENTS NAME (LAST. FIRST, AND MIDDlE INITIAL) SOCIAL SECURITY NUMBER
Baker, Luther J. 203-10-3086
~
z DATE OF DEATH (MM-OQ-YEAR) DATE OF BIRTH (MM-D[).YEAR) THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
w
"
w 04/17/2005 05/07/1917
u REGISTER OF WILLS
w
" (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
181 1. Original Retum o 2. Supplemental Retum o 3. RemainderRetum (date of death priOflo 12-13-82)
w
~ o 4. Limited Estate o 4a. Future Interest Compromise (date of death after o 5. Federal Estate Tax Retum Required
"S~
u"'" 12.12-82)
w~u 181 6. Decedent Died Testate (Attach copy o 7. Decedent Maintained a Living Trust (Attach 1
::E:09 8. Total Number of Safe Deposit Boxes
ufm ofWiil) copy of Trust) -
~
< o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death between o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
1 11 1-'-
THIS SEC1lONMtlST BE COMl'l-ETeil. AU:'COIlRESPOl'lIlENCEAND CONJ'IOEil'rIAlTAJ< INJ'ORMAOON(SI-IQULD liE DIRECTED Tel:
E COMPLETE MAILING ADDRESS
~ Hamilton C. Davis
z
w IRM NAME (If applicable) 20 East Burd Street, Suite 6
"
z Zullinger - Davis, PC
0 P.O. Box 40
~
ELEPHONE NUMBER Shippensburg, P A 17257
717/532-5713
1. Real Estate (Schedule A) (1) 128,000.00 (~?FFICJAL l~E:ONL.Y
2. Stocks and Bonds (Schedule B) (2) 90.75 .-, C) -
1-< [',)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None ,......)
4. Mortgages & Notes Receivable (Schedule D) (4) None :r:.;'
-'
5. Cash. Bank Deposits & Miscellaneous Personal Property (5) 331,277.10 c:>
(Schedule E) n
6. Jointly Owned Property (Schedule F) (6) None u;
z o Separate Billing Requested
0
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 17,286.25
~ (Schedule G or L)
~
~ 8. Total Gross Assets (total Lines 1-7) (8) 476,654.10
<
u
w 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 21,252.85
'"
1 O. Debts of Decedent Mortgage Liabilities. & Liens (Schedule I) (10) 24,100.4 7
11. Total Deductions (total Lines 9 & 10) (11) 45,353.32
12. Net Value of Estate (Line 8 minus Line 11) (12) 431,300.78
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 431,300.78
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2) -
z 388,170.70 x .045 (16) 17,467.68
0 16.Amount of line 14 taxable at lineal rate
~ -
S (17)
~ 17.Amountof Line 14 taxable at sibling rate x .12
~
0
u
~ 18. Amount of line 14 taxable at collateral rate 43,130.08 x .15 (18) 6,469.51
19. Tax Due (19) 23,937.19
20. 181 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
'Y;i'; ,..-.".,, "'" BE $UIIEt()"N$we~"~LtltJE$TJ()NS ON $E'lER$E'$i6e AND REC::!lecKMAl'H ic<
Copyright 2000 form software only The Lackner Group,lnc. Form REV.1500 EX (Rev. 6-00)
, Decedent's Complete Address:
STREET ADDRESS
798 Mt. Rock Road
CITY Carlisle I STATE PA TZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 23,937.19
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments 23,450.00
C. Discount 1,196.86
Total Credits (A + B + C) (2) 24,646.86
3. InterestIPenalty if applicable
D. Interest
E. Penally
TotallnteresllPenally (D + E) (3) 0.00
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 709.67
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total 01 Line 5 + SA. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
!B.!~ ~ "' II .-
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 transferrecl;......................................................,........................... ~ I
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?.............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without 181
receiving adequate consideration? ..,..............................................,.............................................................__...... D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ D 181
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 181 D
contains a beneficiary designation? .................,...............................................,........,...........................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I cleclare that I have examined this return. including accompanying sChedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration
of preparer other than the personal representative is based on all information of which preparer has any knowledqe.
SIGNATURE DF PERSON RESPONSIBLE F. FILING RETURN ADDRESS DATE
.JayL ker 14 Baud:hman Drive IZ.//(,/O,r
Newvi e,PA 17241
ADDRESS DATE
174 Coun~ View Estates ~
Newville, A 17241
ADDRESS 20 East Burd Street, Suite 6
- P.O. Box 40 / ~ //6
Shippensburg, P A 17257 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
surviving spouse is 3% [72 P.S. ~9116 (a)(1.1) (ill.
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 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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 adOPtiV~arent. or a stepparent 01 the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate impos on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. ~9116
1.2) [72 P.S. ~9116 (a) (1 )1.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
*' SCHEDULE B
STOCKS & BONDS
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Baker, Luther J. I FILE NUMBER
21- 05 - 0427
All property jointly-owned with right of survivorship must be disclosed on Schedule F_
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 $25.00 U.S. Savings Bond Series E 90.75
I
I
I
,
,
,
,
TOTAL (Also enter on line 2, Reca~itulatlon) 90.75
*' SCHEDULEE
CASH, BANK DEPOSITS, & MISC.
COMMONVVEAl. TH OF PENNSYlVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Baker, Luther J. I FILE NUMBER
21 - 05 - 0427
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Wachovia Bank Certificate of Deposit - Account No. 247412062170304 90,446.46
2 Accrued Interest on 1 188.26
3 Farmers National Bank Checking Account - Account No. 220876 15,974.62
4 Accrued Interest on 3 3.56
5 Farmers National Bank Savings Account - Account No. 9641181 83,425.29
6 Accrued Interest on 5 23.80
7 Farmers National Bank Certificate of De post - Account No. 2990740 79,178.57
8 Accrued Interest on 7 460.75
9 Orrstown Bank Checking Account - Account No. 106800078 49,227.98
10 Accrued Interest on 9 6.61
11 Wachovia Bank Certificate of Deposit Interest 753.32
12 Commonwealth of Pennsylvania Retirement 719.58
13 Pennsyvlania Income Tax Refund 77.00
14 1995 Ford Crown Victoria, see attached quote 3,950.00
15 Auction Proceeds from sale of personal effects 5,620.10
16 Kuhn Communication Refund 11.40
17 Hoffman-Roth Funeral Home Refund 100.00
18 Adams County National Bank Interest 713.18
19 Highmark Blue Shield Refund 276.42
20 United Security Refund 120.20
TOTAL (Also enter on Line 5, Recapitulation) 331,277.10
. SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Baker, Luther J. 21 - 05 - 0427
This schedule must be completed and filed if the answer to any of ouestions 1 throuah 4 on page 2 Is ves.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF
Include the name of the transferee, their relationship 10 decedent and the dale of transfer. VALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE
NUMBER Attach a copy of the deed for real estate. INTEREST (IF APPLICABLE)
1 Wachovia Bank IRA - Account No. 2574100980753843, 17,286.25 17,286.25
payable to Estate
TOTAL (Also enter on line 7, Recapitulation) 17,286.25
. SCHEDULEH
RJNERAL EXPENSES &
COMMONWEALTH OF PENNSYlVANIA ADMINISTRATIVE COSTS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Baker, Luther J. I FILE NUMBER
21- 05 - 0427
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1 Hoffinan-Roth Funeral Home 4,176.85
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State _Zip
Year( s) Commission paid
2. Attomey's Fees Hamilton C. Davis, Esquire 14,000.00
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 Cumberland County Register of Wills 200.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland County Legal Journal - Legal Advertising 75.00
2 The News Chronicle - Legal Advertising 101.00
Total of Continuation Schedule(s) 2,700.00
TOTAL (Also enter on line 9, Recapitulation) 21,252.85
*' Schedule H
FuneralExpet ses&
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN Mninis1ralNe Costs .....llilllllld
RESIDENT DECEDENT
ESTATE OF Baker, Luther J. I FILE NUMBER
21 - 05 - 0427
3 Diversified Appraisals 275.00
4 BIS Inspections 425.00
5 Reserve for contingencies and fmal accounting expenses 2,000.00
Page 2 of Schedule H
'* SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
COMMONWEAlTH OF PENNSYlVANIA LIABILITIES, & LIENS
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF Baker, Luther 1. I FILE NUMBER
21 - 05 - 0427
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 Mable Stitt, Tax Collector - 2005 County and Township Real Estate Taxes 260.12
2 Graham Medical Clinic 50.26
3 Kuhn Communication 66.24
4 PPL 270.54
5 Sprint 259.72
6 Kemper Insurance 609.98
7 Kough's Oil Service 232.08
8 Jay L. Baker - Lawn Care 312.48
9 Waste Management 145.39
10 Jones' Plumbing 230.96
11 Lancaster HMS 59.74
12 DEW & Sons 120.00
13 The Patriot News 4.80
14 Commonwealth of Pennsylvania - Retirement Reimbursement 550.26
15 Mabel Stitt, Tax Collector - 2005-2006 School Real Estate Taxes 1,378.65
16 American Radon 750.00
17 Everlast Windows, Inc. 1,300.00
18 Mickey's Flooring, Inc. 3,467.22
19 Dennis J. Baker - Reimbursement for Miscellaneous Hardware for House 199.03
20 Loan payable to Dennis J. Baker, made prior to death of decedent and documented in decedent's records 12,000.00
as a 10an and intended to be re-paid.
Total of Continuation Schedule(s) 1,833.00
TOTAL (Also enter on Line 10, Recapitulation) 24,100.47
*' SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYlVANIA LIABILITIES, & LIENS continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Baker, Luther J. I FILE NUMBER
21 - 05 - 0427
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
21 Piper Building and Remodeling 270.00
22 Walter Gayman, Electrician 1,563.00
Page 2 of Schedule I
~EV-1513 EX+ (~) *'
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Baker, Luther J. 21 - 05 - 0427
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outMghtspousal distributions)
1 Jay L. Baker Son 45% of Residue
14 Baughman Drive
Newville, P A 17241
2 Dennis J. Baker Son 45% of Residue
174 Country View Estate
Newville,PA 17241
3 Debbie Baum Foster Daughter 10% of Residue
3 Victory Drive
Newville, P A 17241
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI
[I lD
lll~ Z 0
C ~g~ ~? 5.
~ -- ~
$ ~O ..
~ UI
Q. $
'" . c) m::l.
~ - $
Z ~ en
' . ~ 0
..gn g
. '~i5.' ~ 0
"" 'rn.g 01 3
CTCT ~
~OO~~ 0
O~~m< UI
~Q.Q.-< m
Q.-._.C;lll (,)$
....0;'" ""::I.
::;; III III Q.~ "" Dl
III " "'_
",(J)(J)Dllll "" Z
og.g.i5.::r .... c:
lllllllllz~ t3
::r--o_ a".
~QQ;;" m~
-mmx
:J; mmO .
Q- - ~m a
rn~~05x ~ciii
x.. m"" :::.: Dl"
O-'-'IllCT co-c:
::r1ll1ll2:0 ",,$$
~c;c;"'i5. a
CCCDG>_
",Q.Q.Q::;; C/l
Q.~~llllll ~
~OO~ _ _ _
~~~rm v ro ,
III III III rX ",::I. me')
~ "'''' 0 ~ n _
~'" '" CT::r "" $ _..
-~-Olll . ~
r<...;;::,,~ .... m s::
CT~IllQ.'li: 01 m Ao
Oc;'< Q. _
::::Jm~ _
-Q..:< l8 . Q 5' m OJ
CT~""ZIll _ OJ 0
S<Olllm~ ",$ ::J
rn.:g~,r ....iil c.;:'
CTlll~CTr t'>!Il. C/lQ,
ID"~O_ a 'A
-~O::::Jo- a OJ _
" -Q.
<D3i-i5. ~~
Ulll",'" ::J ~
~"'Z ~
2 CTlll 0 . < m"
Q. ~ w-<, '" !!. 0
g~3~i!1i ~~ Z::l.
",Om' . 2
lllX~=CT .... ro
~""~O 01 m
.......3...!...C'"::::J
ID~~m~ "ll ~
U_."'~'" .. .;:0
".-o;~ _. a Dl
o c; m ;;:: n 0-
~ .. _U III '" $ *' $
o~ ~ <= ~
.......- 3~ 00
~Q"g~ :.", m-<
oUg-lll 01 :"or
OJ 0 m ::::J ....... _
!g.!!l-~ Q. *' Co
(I) en c: . m
Q.l!l"zll _ Z
Q05!;-::r ~ $
"_'Ill _ a)C
l!lQ.::rCT" $ ....0-
oIllIDO<D iil :-.-
::r':< CT ~ '" IV Dl ..
lllIDOQ.l!j. "'!Il. 8iDiD.....
~Q.~::rm .... ..._.
<DC;Q.lll '" 01 $ ii'
"'orn''''~ 0 .. \l
Q.lll z~ a -\l....
~g"'a~ ,,~. a
'" 'iil'<r 3'3'0
!!! ~r a Dl is '"
mCTCT ~O-O-
Q.ll:g NDl;;:",~
Q."Q. < aiD~_
- Dl ~ c:<D0
'" - a .. ~
~ c: ::1._
'" $ ~O'"
"ll Q. '" ~<O
~ ~ z NI\>
ID . 0 00
~ ~ iD gg
So
~
II! JUN . " 20'5
1. 0 'U
...;[~
WACHOVIA Reference JD: 1253267
Wachovia Bank N.A.
Balance Confinnation Services
POBox 40028
Roanoke. VA 24022-73 J 3
June 8, 2005
ZULLINGER DAVIS
ATTN: HAMILTON C DAVIS
LAW OFFICES
PO BOX 40
SHIPPENSBURG, PA 17257
SUBJECT: Verification 1 Confirmation of Account and Balance Information provided for:
Customer: LUTHER J BAKER
Date of Death: Aprill7, 2005
DeDosit Account Information
Account Account Date of Death Average Date Maturity Interest Accrued YTD Date
Type Number Balance Balance'" Opened Date Rate Interest Interest Paid Closed
CERTIFICATE OF DEPOSIT 247412062170304 $90,446.46 1/26/2005 $188.26 $483.09 2/26/2007
LEGAL TIlLE: LUTHER J. BAKER
IRA 257410090753843 $17,286.25 1/2612005 $34.30 $121.41
LEGAL TITLE: LUTHER J. BAKER
FOT Beneficiary Claim Form information, please call 1(800)669-2136.
. Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box fOlmd for customer.
... Date of death balance does not include accrued interest.
'" If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made durmg that t&;Od. {/
a, '~
tt
Phone: (540)563-7323
II; tb
(10000006l4
~ FARMERSNATIONALBANK MAY 2 5 Z005
OF NEWVILLE A Dil'i<irnl (~IAddlm '-'::'l/llIfr /\;11101/17/ Rmk
May 20, 2005
Hamilton C. Davis, Esquire
P. O. Box 40
Shippensburg, PA 17257
RE: Estate of Luther J. Baker
Dear Hami lton:
Mr. Baker had the following accounts in this bank, all of which were
in his name alone:
Checking account #220876 opened 3/19/85 with a date of death balance of-
$15,974.62 plus $3.56 accrued interest;
Savings account #9641181 opened 2/22/01 with a date of death balance of
$83,425.29 plue $23.80 accrued interest;
Certificate of deposit #2990740 dated 12/22/99 with a principal balance
of $79,178.57 plus $460.75 accrued interest.
Mr. Baker also had a safe deposit box #497.
Sincerely yours,
~ dfr~
-,- Carolyn ~Ugh
Executive Vice President
po. Box ]~{1,Nc'w\'me.PA 1""72--lJ . (717) "':6--;_~12
o~-
RRSTOWN
BANK
May 23, 2005
TO: Law Offices of
Zullinger-Davis
20 East Burd Street Suite 6
P. O. Box 40
Shippensburg, PA 17257
FROM: Timothea Moose
Cust. Call Specialist
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF Luther J Baker
DATE OF DEATH: April 17, 2005
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
106800078 Luther J Baker 8/12/02 49,227.98 6.61
SAVINGS ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
PO Box 250 . Shippensburg, PA 17257. (717) 532-6114' (717) 532-4143 Fax. www.orrstown.com
Page I ofl
Search Results
Sort By Style
Found 3 Style Matches Records 1 - 3 <<First < Previous Next> Last
I i , >>
Year, Make, Model, Style Base Trade-in Base Retail
1995 Ford_~[Q\N!LVictoIiC!,Y8 Seq<ln 4D N/A $3,950.00
1995.E9n:l Crown_Vic:lo~a-\l8 SedanAD LX N/A $4,200.00
1995...fo,.d Crowll Victoria-V8 S.J!l!<lD 4D S. N/A $3,600.00
Found 3 Style Matches Records 1 - 3 <<First < Previous Next> Last
I I I >>
NAD.d I'
_\j Used Valuations Provided By NADA Appraisal Guides, Inc.
gu I es. .. iJ Copyright@2003 NADAGuides.comINADA Appraisal Guides all rights reserved.
IJIiiiU~n Copyright@2003 NADASC all rights reserved.
All prices and specifications are sUbject to change without notice. Prices do not include sales tax, vehicle
registration fees, finance charges, documentation charges, or other fees required by law. Dealer invoice prices
do not include dealer charges, such as advertising charges. that can vary by manufacturer or region. Photos may
not represent exact vehicle or selected equipment.
Copyright@1998-2004 Chrome Systems Corporation. All rights reserved
PftV~CY St,a.temerJt
http://start.chromecarbook.com/preowned/preOwnedStylesSelection.jsp 4/2512005
~ C> I ORIGINAL-F.F. D.OFA. 1994
Di I I I I I I I I I '"
.. DUPLICATE-CLIENT ,5- rn "0 ~
)> TAJPUCA TE - FUNERAL HOME [ ~. ~ if -.
;: 0 '" ~ ::;; :D 0 0 ;:: )> --i C CO m CD_~~~a
'ii m 0 ~ C )> :: $ ~ ~!; ;;r ." OC :D G.l s:: < TI (/l ~ < TI en -I 3: )> )ao 9'jQlIJ II
;:: " '" ~ 0 en )>
m m ~ .g --i ow-1 "'mCij'!::rn mu;.t::m:c :D-n::JCQl-OJ2?-~~nfll
" m ~ m '" CD ~. '" 01 3 ~ U> 0_ Z ~3;:;::JO 3;:;:JOm m:::J...oSJUl"'>o o~...
0 "
;; ... o _ :D m SQ5rn~~ ~ ~5 ~ en (lIoEl.~TI o!!!.~TI:Il >'!=i~-t:r~EClJO~=.
" z '" '" W --i ."
... " 0 )> "- <D 55' U> ~:; C1 n m ~. ill. ci"!!!. en iil. o.!!!.TI'"D C1>:EQl~S!.Qlt:::_ m C::lffi;.g'iii
m '" Q g>:j ~
m 0 Z '" ~ C - ::D (l) Z CD III :D !t _;:J (') -I _;:J 0>:0 Olll:::'''OE32'_Z:o :DQJ:l --1
'" '" :D (IJ--ro)> cn-CtJom z~oa_::..G.l< '3 c-<,"< >
c ;:: ~ " a "'TlS8-mrO~ ... ~ ~ ~ 0
'" ,. 0 '! s ;; Q. U;:. 3 0'< m ." f~.Zi~ =Ii ~.~~s~ Cl==~;l~~f ~fflo~~~n:
... '" "- ::rm~
;; 5 m ~ "- r 15- ii (ll C -- tiS' :D
r ~ '" 0 (j; ... :J en m ::r -0- n.Cl~.O> o~.oiii)> :O=~::;:""<_C11 U'J:Da~n:;i:
z m S 0 :I:c" m <lI~r5~6 CD~~cn::! m~~~~::te: OSlllJ:lCilim
Ii o s:: ~ =ti ~ _ 0 ;::
Ii z ;:: w Z ~.."
'" ,. 0 --i Dl m::. III Uls::~ )> .-. -- ~ -. 0 ~ ib c:: Q,::;: "TI 0 iil~ i z
'" Z 0 a. :0 a. (II Z ll('")()~ bibl~z CD5"t.a~? Tlm,BG.__-1
. " ~ ~ )> '" () () g: $.m- ~ i ~ ~ i g ~ ~ ~ ~ ~!.~2~! ~.. ~I.~ f~"
.. . '" '" " z z. en
n .. 0 a :J; ~ ,
~ ~ m )> " '" c< b
~ ;:: ~
s ,. ,. :D Z "- ~ ~ ~ s:: ~ ~ ~;;~ z:c-~~!- :0 ~2.crcacgi
~ z ); D r ." ;; ~!2 ~ ~!! :;;mm p!.~:;~i 'f:. iiiilz!:;I
0 - en '" c:
... Z 5~~-i ~~!SOlIl Clll..._~- 0 i:-m
or or <n rn 0 m 9- 2 g" ~ ii: .. C 0 ~ :---ji: 0"01; :! - ~;F '<:u-
m m m - :D ~ ~ ~ i i ~ =ti 0 . =::.s'2 ~~ ~ ~a~ g)l>!;;
'" '" " -
~ 0 3' )> Q ;;; ;;; 3 ~ ~ ~ -< ~.."o:: j (") 1O~" r- c::
~ " .!!. r =- Q Q .. i m ::I~:! -i (II:: !t.Q:g
C C :J; -< =- ~ - <> Z (') Ollll:: 0 i:!!:3Z0
z z ,g
m m 0 --::.::. - -;-:l :~~"'=a-::o ~ifiii'.-O~
~ ~ ;:: .,ai::::'::rlll: go ~cn~ lc_
r r m lIl_illll:J' en c.1!::lccncn
i5 or Q.1::-~I7' -j C"(II....)I>m
0 ~:~oi~ ~ !f~!~8
;:: ;::
m m .0I1I::Ii _. _ ~
31l1"c'='~ . alSl.: QJcn
2"~~~(D' Pl;;PI;~~
i~S!:a-~: ~~5'j:5~
'" '" '" '" '" '" "''''''' '" '" '" W{n-(09ffi(ll OO(fl(ll{fl (Il '-Cl",:r(ll{R ~Il!_cn
~~'~ f r-~f ~ . . ~ "I'
e ' _ ~i'"
--i ~ ~~ ~ ~ .. ill!
~ . -- ~-QJ~
rtl::Jim
~ I ' I ~!jE
~--
'" '" '" '" '" '" '" '" '" '" (Il q~[
~ i' ;i~
. g~.
, .
R '"
Cl' -.,... ':
=. ~.. ".O--3'~--i~'.~)>r :g ~ D " ~t
OlD . l:;U-~5.0_iifmga.3C11I1m ~ 5,
~ ~ !7l ::To GI ~ ~ :u OJ O! COG) "
a ~ ,~(II ij: ,":e CD ;;. 31: - 50 a < )>. 0
.: O-\-,,~~.~'o_l/)~~(.rn'- :;; 0 :r '"~ ~ 0" ~ 0 () Q. ~
1:1 S" -'"Y-"-'.' 335.i g,1O.. OJ 0' OJ () en .... ~ ~ ~ it (D :( -g ". D 3
J: ~ U> m m
.~ '~(II,g-o"<CDQ.Z::le cS" m en !!: ro -g. -g 2. ~ Q.
;c 0 \ ~.~~ iii :T~. g a m. 'i ii-::I s:: .. m . en _' g '0 rB J: S "-
:a~ ~'_'lo< iiig,~...cr~Q.3-!. m '" .
. ". ~i ~
;; -~ ~ . "'L ::T:T~g;;p i !! 8i3'U rri Q ~ ~ m (j): Ql ~ ~
=l - C
=1"(0 ID . 1Il1ll C. _ (,,) :lI_C :0 ::r '< Ql 5': j):I z ~ <
;~- - 0- ~'!"5S"OIi!i:~~ -< m 3 ' m (") ~ ~ g (1\
~~iii iii .'~,/ ,ga~""iir~Q.! if - .:. CD ~ i: )> il.
~ n'.' \.,'" _ ~"'~ ~ il! I! i.. 0 en a "- !!' ~ : &: z ~~'"
- CD 2. 2. 2. '.a! CD ~!!:!11 ~ fiI! ~ ~ -g _ > 3i >7' ~ () P'
=1lO"tl"U - '\"'- Cil0lD C"Cil)>. w". s:: 0 o.Q, ~. 0 m j ~~~~ ;f
031; I; ..t! '"~~"" -" ~_ ............ ~ III c: c
3 ~ a g. ".'.a, ~ " ~~.~ g) g. i i!;-l ~ __ CD S- o ;;; :; gm!T1fil
0 '" ' ~~-g~ ~
l' ~ ei 0I::-.LA"ig~ ~ ~ -GiG: 0 .-. ~ " ~ m
=&!ll!!l '''..,\ _~"S m'filO:E~:[:O 3- .' :51" i: 3~!iPj;
~ !!' ',Z
!" iji.e::E ~ ~ ~ ~ ~ g, ::I!.. b _ Q. > ;;~~~ ~ I
; '.1, '\. 3 0 c. 0 a n=::o ~ 0
~ !'!ir~~ -gm:U~ 0 15 D ., fw ~
. >>
m , ..z
- I '~.~e. "C"$.:cifo -l ~ a ./ .::1~~ :c
~ " ....-< < ... 'C - - _ J: ;:, ~~
g : ~u.3lD m ~ a o"'lJ:r- m 0 .~~ ~~
. Il>~= III g) =:1..:0 l>> .
~ 3~j"lD3 O;:'Q1!t22::D 0 S; " !"
. 582'~ ~ ~ a&!:g m "' ~
-.. I ::T!!=1ll Q:33g-!.:E 0 Z ~
.-l\}..l ~:"i5. CD - ....1lI5"!;; -- en " .-
\ !!l.-c AI 0 ... G:::I.o:D I .
0-' r ~32:::;~ g._a..:;. m 0 ~
- ; !~ g ~ ~::J ~! !L: 3:
- , ~o-~ ~ "'O~ m I -,
t. g~~~ ~~~gS ~ J:l z, .'- 0
!f ~~aC. ~.g. !1m!!:: en -11..-/:
r O'~ ~ CD g) QIJI- (") ~,
~g.:Tiii (Jl Ii .!:;.:: 0 d " i~~
lD PilD ~ fIl a. ; iii' :!: I '" '" '" '" '" '" '" '" '" '" '" '" '" '" i5
, 5!!l ~~ g iU;- "1J iil: "
~ .
.... )..,..! 3!" ~-o c: CD -~..... m ~~ ~ D
- ~-I~a ~ 'C ::P::l e: r- . ~>.-"- i D
lD2-3 g) ci"lil'a. C ~ ~ " ci' .
U>I_" 8"< g_::I Z I
v ~~~ @-~ !:~2 C> iil: iil: ' ,/
^ "I ~ ~
_'J ~ ;; ~ 0 Q.> a !. "'D..... ~ 9 $ ~ :[
3~.el~ 5.~. -55 m o '0 a
~~~~ 5a ~ 8c;' ~ '" '" "'\ I
t: u D Z
~.g~-~ i ~ i!.~ ~ ~ 0
@Q,~ ;:; ~ D'K~ J: tD "
;:;.; ~3 g 13 .! ~ s: &; >>- jJ,~, ~i
00 " ~oog fjj ~ :;lDG> m ~ ~
Iii --~- 0 ;!.S:3 0 z
m ~ ~::~ ;:;- g c&:: go "0 I " "..-' ::J
8-::T'" 01>> 0:73 )> m " .
"O;?lI>!l =::;1 -0_. Zii/JW(fl(f}-j '" ~ -
""'"""lI>Q ~'< Gl::E:Jo -< ~.-.~o --i - -~ ;; )>
. 2.Q~~ g-~ e:5'~ =il Iii 0
0 - ~ ~
{ N.....N, ~~.~ 00 ~"'_ m - iil: 3' m
... " " " ,-' .0 3 ~ '" - d.,. ;:: I ); ~
o .' 0 ~ g ii o"g S. a g::;:: I ~ ::: :E "
m I-
". 0, 0 ~ 0 <:.., 0 I:: -(I> _ "
' '. ~.. c. 8. q...=>o c:::;! c,..1O' en l:II ..
G III -::c ~ 0 I - "
CD _~ 0 3 ~Il> ~ -c 0 G> -= -i go $
:-"Q~~ ~~. _lftCD m ~
lOll>.., C. 0..... ..... ..... '0 ~ "
"
LAST WILL AND TESTAMENT
I, LUTHER J. BAKER of Penn Township, Cumberland County,
Pennsylvania, declare this to be my Last will and Testament and
revoke any will or Codicil previously made by me.
ITEM I: I direct that all my just debts (except as may be
barred by a statute of Limitations) and my funeral expenses
(including my gravemarker and expenses of my last illness) shall be
paid from my residuary estate as soon as practicable after my
decease as a part of the administration of my estate.
ITEM II: I devise and bequeath all of my estate of every nature ~
and wherever situate to my wife, E. LOUISE BAKER (sometimes known
as LOUISE H. BAKER), providing she shall survive me by thirty (30)
days.
"\:
ITEM III: Should my wife, E. LOUISE BAKER, predecrease me or ~
die on or before the 30th day following my death, I devise and
bequeath all the residue of my estate of every nature and wherever
situate as follows: ~
A. 10% thereof to our foster daughter, DEBBIE ELY.
B. 45% thereof to my son, JAY L. BAKER.
C. 45% thereof to my son, DENNIS J. BAKER.
Should either of these beneficiaries predecease me or die on
or before the 30th day following my death but leaving descendants
who so survive me, such descendants shall receive, per stirpes, the
share that such predeceased beneficiary would have received.
ITEM IV: If any property passes outright (either under this
will or otherwise) to a minor (which shall be defined as anyone
under twenty-one (21) years of age) and with respect to which I am
authorized to appoint a guardian and have not otherwise
specifically done so, I decline to appoint a guardian but instead
authorize my Executor to distribute such property to a Custodian
selected by my Executor (and my Executor may act as such Custodian)
as Custodian for the minor under the Pennsylvania Uniform Transfers
to Minors Act. Provided, however, that this appointment shall not
supersede the right of any fiduciary to distribute a share where
possible to the minor or to another for the minor's benefit.
ITEM V: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VI: I appoint my wife, E. LOUISE BAKER, Executrix of this
my Last Will. Should she fail to qualify or cease to act as
Executrix, I appoint my sons, JAY L. BAKER and DENNIS J. BAKER,
Co-Executors of this my Last will.
ITEM VII: I direct that my Executrix or their successors shall
not be required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my
Last Will and Testament, written on four (4) sheets of paper, dated
"'" f4,^",-".t , 1996.
this 11-/ - day of
L4"';~/t4
(SEAL)
The preceding instrument, consisting of this and three (3)
other typewritten pages, each identified by the signature or
initials of the Testator, was on the day and date thereof signed,
published and declared by the Testator therein named, as and for
his Last Will, in the presence of us, who, at his request, in his
presence, and in the presence of each other have subscribed our
names as witnesses hereto.
~L (' 4~ _~esiding at , #-?u/y, /~, ~ ,
,
~~~.~ residing at AI-u.vv,'ll c ~.
,
COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND :
I, LUTHER J. BAKER, the Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will; and that I signed it willingly and
as my free and voluntary act for the purposes therein expressed.
il~ t;JU~SEALl
LUT R J. BAKE1'
Sworn to or affirmed and acknowledged
before me by L.uTt-ls<.. ::3. e.AK€"lL , the
Testator, this I~~ day of
-=r~ ' 1996.
-X ""-4- 0.. ~U../
Notary Public
NOT AAlAL s~n
LOIS A. S!lU.ENSERGER. NotalY Pubilc
Shippensburg Boro. Cumberland Co.. PA
My Cofllllli85icn Expires Warch 3, 11187
3
COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND :
We, Jhj...: Ii r. P..v.? and tJ1A/1'1' ~ R vk-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
executed it as his free and voluntary act for the pUrposes therein
expressed: that each subscribing witness in the hearing and sight
of the Testator signed the Will as a witness: and that to the best
of our knowledge the Testator was at the time eighteen (18) or more
years of age and of sound mind and under no constraint or undue
influence.
...
Sworn to or affirmed and subscribed to
before me by ~Aml LTV'" c. L>A~15 and
rY1AR.'( EITTA FtCi::e-s , witnesses, this
J'f'i&-, day of ';f~~ ' 1996.
~Q~~
Notary Public
NOTARIAL S,"!.L
LOIS A. sou..ENeERGER, Notary Public
S./lippensburg 90m, Cumberland Co.. PA
My Commissicn Expires March 3, 1S97
..
LAW OFFICES OF
ZULLINGER - DA VIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER HAMILTON C. DAVIS
14 North Main Street Dale F. Shughart, Jr. 20 East Burd Street, Suite 6
Suite 200 of counsel P.O. Box 40
Chambersburg, P A 17201 Shippensburg, P A 17257
717-264-6029 717-532-5713
Fax: 717-264-1884 Fax: 717-530-5222
zulngrlaw@earthlink.net hamiltondavislaw@comcast.net
December 19, 2005
Register of Wills
Cumberland County
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Luther J. Baker
Estate No. 21-05-0427
Dear Sir or Madam:
Please find enclosed for filing, in duplicate, the Pennsylvania Inheritance Tax Return for
the above estate, together with the probate and filing fee checks. A prepayment of inheritance
tax has already been made, and no tax is now due.
If there are any questions or concerns, please contact me at the Shippensburg office. Thank
you.
~IYYOUffi'
~'rL (lJ ..-'
Hamilton C. Davis
for Zullinger - Davis
Professional Corporation
HCD/njk
Enclosures
Reply to: Hamilton C. Davis
P.O. Box 40
Shippensburg, P A 17257