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Home My WebLink About07-17-06 REV'1500 EX (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER ~L-~L< COUNTY CODE YEAR t) ij <"7. 6 '-1. --~-- NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPl 280601 HARRISBURG, PA 17128-0601 I- Z W o W (,) W o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bucher, Carolyn Hailman DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 03-20-06 02-16-1912 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ...., ~::!;", UC::~ wa.U J:OO uC::...J 0. III a. <I: [}9 1. Original Return D 4. Limited Estate I]] 6. Decedent Died Testate (Attach copy at Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1+95) SOCIAL SECURITY NUMBER 204 - 03 2401 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (dale of death prior 1012-13-82) D 5. Federal Estate Tax Return Required ...Q 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o a. U) w c:: c:: o U NAME Anthon L. DeLuca Es uire FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 113 Front Street P.O. Box 358 Boiling Springs, PA TELEPHONE NUMBER 7 1 7 - 2 5 8 - 6 8 4 4 -0- -0- (11) (12) (13) (14) 0 (15) x.O_ x.O_ (16) x .12 (17) x .15 (18) (19) 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 17007 OFFIC!~L USE ONLY ;I .0 " .) I :1 C'J (8) $103,279.82 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) -0- (2) 103,279.82 (3) -0- (4) 0 (5) -0- (6) -0- (7) -0- -0- 103,279.82 -0- 103,279.82 -0- -0- -0- -0- -0- 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ ..J ::::>> I- a: oCt (J w c::: 4. Mortgages & Notes Receivable (Schedule OJ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::::>> c.. ~ o o g 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 103,279.82 16. Amount of Line 14 taxable at linea/rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 20.0 Decedent's Complete Address: STREET ADDRESS 14 East First Street CITY Boiling Springs, I STATE PA I ZIP 17007 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) -0- -0- -0- -0- Total Credits ( A + B + C ) (2) - 0 - 3. Interest/Penalty if applicable D. Interest E. Penalty -0- -0- 4. 10lallnterest/PenaltY CD + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT; Check box on Page 1 Line 20 to request a refund (3) (4) (5) (SA) -'-0- N/A 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the lax due. -0- -0- B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) - 0- 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 a. retain the use or income of the property transferred;.......................................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 c. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 No rn o o o rn []J rn 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 perjury, I declare that J have examined this retum, 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 knowledge. /lJ: .J"'\r;r.<r:> ~ N REPRE IVE ~ /~d-_ ADDRE S ~ U 3 1- "'-, AJ'f oSv-r'<P" Y. /. r:, · }t c ~ ..:s rs> :PG..!MJ" ~:4".-:,,-, 6.::<; r. /.~"d" 7 ' , . /., -f 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. 99116 (a) (1.1) (i)). 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. 99116 (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 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed 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. S9116(1.2) [72 P.S. 99116(a)(1)). The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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. REV-1503 EX' (1-97) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Carolyn Railman Bucher All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Brokerage account at Citigroup Smith Barn~ $103,279.82 TOTAL (Also enter on line 2, Recapitulation) $ 1 03 , 279 . 82 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF CAROLYN HAILMAN BUCHER. ,.,~ ;.. I, CAROLYN HAILMAN BUCHER, a resident of 14 East First Street, Boiling Springs, Cumberland County, Pennsylvania being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM 1: I direct that all my just debts, the expenses of my last illness and ~~.;,J funeral expenses be paid as soon after my decease as the same can conveniently be done. ITEM 2: I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the benefit of any deduction, credit, favorable rate of tax or other benefit which by law enures to such beneficiary. ITEM 3: I bequeath the sum of One Thousand Dollars ($1,000.00) unto each of my grandchildren. ~/~~ CAROL YN ~MAN BUCHER 1 l'Ji_",t ...'7.J! LAST WILL AND TESTAMENT OF CAROLYN HAILMAN BUCHER ITEM 4: I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, unto my husband, WILLIAM THOMAS BUCHER, SR., provided, however, that he survives me and is living sixty (60) days after the date of my death. ITEM 5: If and in the event that my husband, WILLIAM THOMAS BUCHER, SR., does not survive me and is not living sixty (60) days after the date of my death, then and in such event, I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, in equal shares, unto my children, JULIA B. BOOKS and WILLIAM THOMAS BUCHER, JR., provided however, that they survive me and are living sixty (60) days after the date of my death. I further direct that my daughter, JULIA B. BOOKS, shall have the fIrst option of purchasing the vacant lot adjoining our home at fair market value from my estate. ITEM 6: If and in the event that either JULIA B. BOOKS or WILLIAM THOMAS BUCHER, JR., does not survive me and is not living sixty (60) days after the date of my death, then and in such event, I give, devise and bequeath the interest in my ~)~~ CAROL HAILMANBUCHER 2 LAST WILL AND TEST AMENT OF CAROLYN HAILMAN BUCHER estate, which such deceased child would have received, if living, unto the issue of said deceased child, per stirpes. ITEM 7: I hereby nominate, constitute and appoint my husband, WILLIAM THOMAS BUCHER, SR., Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of him in this or any other jurisdiction for his performance of this office. If and in the event that my husband, WILLIAM THOMAS BUCHER, SR., does not survive me and is not living sixty (60) days after the date of my death, or does not complete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint my children JULIA B. BOOKS and WILLIAM THOMAS BUCHER, JR, Co- Executors ofthis my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of them in this or any other jurisdiction for their performance of this office. ITEM 8: If any provision of this Will or of any Codicil hereto is held to be inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof. ~~~J CAROLYN MAN BUCHER 3 LAST WILL AND TESTAMENT OF CAROLYN HAlLMAN BUCHER shall continue to be fully operative and effective, so far as is possible and reasonable IN WITNESS WHEREOF, I, CAROLYN HAlLMAN BUCHER, the Testatrix, have to this my Last Will and Testament, typewritten on four (4) consecutively numbered pages, subscribed my name and affixed my seal this.Ja~ay of September, 2005. ~~~) CAROL HAlLMAN BUCHER Signed, sealed, published and declared by the above named CAROLYN HAlLMAN BUCHER, as arid for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. ~tY 4~"Sidingat ,// S ,~/'dA/Y- SY'/11"ey ~ ~~ ~ j6'/7d1)' / / J \:/ ~ ;/z;-...<<L /2" ~' V DeJ~1 " ~Y7 I tL / ;7CJ~/ {7 (J ( t/Ar u _AJ.Lbc1tesiding at 4