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Home My WebLink About08-11-06 \ 1"'"'' "n C' ! <'"'' 1'.'."", 'r,."" "" ',,:.1" W"'''' \1:"".1 (}. I""'" ~~:::1 C) ftl;:I~1 r~IW 8 i"t"I."''''\ l1e,I\IC;'; ~ t} ,,,,,~t. 0 ~ !~ I'''t'''" cr <1l fJ""""""" ~ ..... 11~ 0 ...,... w '<J' U.II"'! ~ Q3.!lNn C) :e ~ In M:'"'' c::t~, ~ ",,,., (I'" ."'" C:J I~s"'l 1:"".1 ~ ','"'' "<:l C) D O~r\Ct n r'C \: '\'1 \'..(,',' , ?,",1 ,,- '\'" I,' \ l' ( ... -, c:O N r-"l 0,)0 0,) c::J rJl oN ;:j ITl \.+:: 0,) o 0,) t- :r '-H .<;:: 0 '€~~ O;:j- ru ~ r./) _ rJl ;:j ;:j f"') ITl cIi "'O~ t- :::: 0 C' I U'1 ..... U r./) f"') ..JcIi- ~ ;>-,0,)0 :r ~~<t: 4-o....rJlt- c::J 0,) p... o ~ ;::l_ N ~ ~ ;::l 0 c::J cIi OJ) ~o'€<t: c::J ::c: 0 ~ ....U p... c::J . "'in ..0 .~ '"0 g ~ ~ O,).~ OJ)~U2 c::J 0,) - tJ 0,) ce rJl r-"l _OJ) ~-O,):.::: - ~ ~ ~ ~ c::J 0,) ..... ::c: ..... ..J -SOu ..II ~o c::J ~o ;::l c::J 0 U r"- N ". .-. .'". .......: ~:,...... cc.......... .~.. r-r ;.?""':- """." Register of Wills, Cumberland County, P~nnsyJyania' INVENTORY , ! '''~ I I r'. ".., i , : . U J Mary K. Trovalli No. 21-06-0060 Estate of also known as . Deceased Date of Death 12/01/2005 Social Security No. 070-03-3529 Albert Clark Bucher The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. .. ' Attorney: Marielle F Hazen .~ Signature: 1.0. No.: 68003 Albert Clark Bucher Signature: Firm: Marielle F. Hazen Signature: Address: 2000 Linglestown Road, Suite 202 Harrisburg, PA 17110 Telephone: 717 -540-4332 Address: 2404 Midland Road Harrisburg, PA 17104 Telephone: 717-232-1947 Dated: 08/08/2006 Personal Property Cash............................................................................................... Personal Property......................................................................... Stocks/Listed................................................................................. Stocks/Closely Held...................................................................... Bonds............................................................................................. Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property.................................................. ....................... 1,640.68 Total Personal Property......................................... 1,640.68 Total Real Property................................................ Total Personal and Real Property......................... Total Out-of-State Real Property.......................... . REV-1&oo EX + (6-00) OFFICIAL USE ONLY * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ftv:,rsbV INHERMNC'r'~ R~URN RESIDENT DECEDENT FILE NUMBER II 06 COUNTY CODE YEAR 0060 NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Trovalli, Mary K. 070-03-3529 z w DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 0 W 12-01-2005 I 04-16-1914 REGISTER OF WILLS 0 w (IF APPLICABLE) SURVIVING SPDUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0 UJ lC:;$.., uO:lC: UJlLU %00 uO:.... lLa! lL <( [X11. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received 2. Supplemental Return o D D o 4a. Future Inlerest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 Spousal Povertv Credit (date of death between . 12-31-91 and 1-1-{j5) D 3. Remainder Return (date of death prior to 12-13-82) [J 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) !Z UJ <:I Z ~ III 0: 0: 8 NAME Marielle F Hazen FIRM NAME (If applicable) Marielle F. Hazen TelEPHONE NUMBER 717 -540-4332 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) z 6. Joinlfy Owned Property (Schedule F) ~ 0 Separate Billing Requested :5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property E (Schedule G or L) 0 Separate Billing Requested ~ 8. Total Gross Assets (total Lines 1-7) ~ 9. Funeral Expenses & Administrative Costs (Schedule H) a: 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) COMPLETE MAILING ADDRESS 2000 Linglestown Road, Suite 202 Harrisburg, PA 17110 (1) None OFFICIAL USE ONL Y ", L':',"' (2) None (3) None " (4) None (5) 1,640.68 (6) None r:,':;' (7) None -.J (8) 1,640.68 (9) 3,134.41 -~---~- (10) None (11) 3,134.41 (12) insolvent 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) None (14) 0.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (Hi) Z or transters under ~p.r. ~116(a)(1.2) 0 .045 (16) i= 1G.Amount of lillI:! 14 taxable at lineal rate 0.00 x ~ ;:) Q. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) ~ 0 0 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18) )( ~ 19. Tax Due (19) :>00 0.00 0.00 0.00 0.00 0.00 CIICCI~ IICRC IF YOU ARE REQUESTING A f{CrUND OF AN UVt:.KPA YMENT. Copyright 2002 form software only The Lac;kner Group, Ine. Form REV-1500 EX (Rev. 6-00; Decedent's Complete Address: STREET ADDRESS 46 Erford Road CITY Camp Hill I STATE PA I ZIP 1 7011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. InterestJPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 4. 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 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 tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 0.00 (5A) (58) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT 1. Did decedent make a transfer and: a. retain the use or Income of the property transferred;.................................................................................. 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 receiving adequate consideration?................. ............................................. ............................ ........ .................... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 2404 Midland Road Harrisburg, PA 17104 biB/db ADDRESS DATE ~----------------_________________________~'?-r/c /., ADDRESS /DATE 2000 Linglestown Road, Suite 202 Harrisburg, PA 17110 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. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate Imposed on the net value oftransfers to or for the use of the decedent's Siblings is 12% [72 P.S. ~9116 (a) (1.3)] A ~ihlin!l 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-15G8 EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMoNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Trovalli, Mary K. FILE NUMBER 21-06-0060 Include the proceeds of liUgatlon and the date the proceeds were received by the estate. All property Jolntly....wned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Beverly Healthcare - Refund VALUE AT DATE OF DEATH 10.00 2 Beverly Healthcare - Refund 1.526.68 3 Capital Blue Cross - Health Ins. Refund 104.00 TOTAL (Also enter on Line 5, Recapitulation) 1.640.68 (If more space IS needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1t51 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Trovalli, Mary K. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-0060 ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 1,641.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Albert Clark Bucher Social Security Number(s) I EIN Number of Personal Representative(s): 165-38-2026 Street Address 2404 Midland Road City Harrisburg State Year(s} Commission paid See continuation schedule(s) attached PA Zip 17104 409.07 Attorney's Fees See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 2. 803.50 Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 68.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 212.84 TOTAL (Also enter on line 9, Recapitulation) 3,134.41 Copyright (e) 2002 form software only The Lackner Group, Inc. Form PA-HIOO Schedule H (Rev. 6-98) Rev.1B02 EX+ (6-98) . SCHEDULE H-A FUNERAL EXPENSES continued Cot.t.lONWEAl TH OF PENNSYlVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT Trovalli, Mary K. IFILE NUMBER 21-06-0060 ESTATE OF ITEM NUMBER 1 DESCRIPTION East Harrisburg Cemetery Co. - Burial of Ashes AMOUNT 460.00 2 w. Orville Kimmel Funeral Home, Inc. 1.181.00 Subtotal 1.641.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H.81 PERSONAL REPRESENTATIVE'S COMMISSIONS continued COMMONWEAlTH OF PENNSYlVANIA ~HERrrANCETAXRETURN RESIDENT DECEDENT Trovalli, Mary K. IFILE NUMBER 21-06-0060 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Albert Bucher - Fiduciary Fee 409.07 Subtotal 409.07 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B1 (Rev. 6-98) Rev.1S02 EX+ (6-98) *' SCHEDULE H-82 ATTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Trovalli, Mary K. FILE NUMBER 21-06-0060 ESTATE OF ITEM NUMBER 1 DESCRIPTION Marielle F. Hazen - Legal Fees (Esimate) AMOUNT 803.50 Subtotal 803.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) Rev-15'02 EX+ (6-98) . SCHEDULE H-B4 PROBATE FEES continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Troval/i, Mary K. FILE NUMBER 21-06-0060 ITEM NUMBER DESCRIPTION AMOUNT 1 Register of Wills - Open Probate Fee 68.00 Subtotal 68.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev.15112 EX+ (6-98) . SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Trovalli, Mary K. FILE NUMBER 21-06-0060 ITEM NUMBER DESCRIPTION AMOUNT 1 Albert Bucher - Travel Expenses 48.00 2 Cumberland Law Journal - Legal Publication 75.00 3 The Sentinel - Legal Publication 89.84 Subtotal 212.84 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-B7 (Rev. 6-98) REV-1t13 EX+ (9-110) . SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Trovalli, Mary K. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal Cfistributions, and transfers under Sec. 9116(a)(1.2}] RELATIONSHIP TO DECEDENT Do Not List Trusteelsl FILE NUMBER 21-06-0060 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. 1 Albert C. Bucher 2404 Midland Road Harrisburg, PA 17104 Friend 100% Total Enter dollar amounts for distributions shown above on lines 5 through 18, as approprrate, 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 SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) J ..~~'__'_____"'''' .~,_.. "._..._-~._-"..~.----'-_._..~.,-,.~. \ I, MARY TROV ALL!, also known as MARY K. TROV ALL!, of Susquehanna Township, Dauphin County, Pennsylvania, being of sound mind and memory, do hereby declare this to be my Last Will and Testament and revoke all prior Wills and codicils. FIRST: I hereby give and bequeath all the residue of my property, real and personal, owned by me at my death to Albert Clark Bucher of Harrisburg, Pennsylvania. If Albert Clark Bucher does not survive me, I hereby give and bequeath all the residue of my property, real and personal, owned by me at my death to Vickie Ann Bucher of Harrisburg, Pennsylvania. SECOND: If both Albert Clark Bucher and Vickie Ann Bucher do not survive me, I hereby give and bequeath five percent (5%) each to Phillip Altieri, Marie Zolner and Mickey Cherro, the children of my first cousin, Leonard Altieri, of my estate. If any of these individuals do not slIrviw me, I direct their share remain in my estate to be distributed in accordance with the following bequest. THIRD: Ifboth Albert Clark Bucher and Vickie Ann Bucher do not survive me, all the rest, residue and remainder of my property, real and personal, owned by me at my death, to Page 1 of 3 Pages -<_ ._. '.. _'._'C': _':<0 t.-,.-:..-.:_: '.' :"'. Pennsylvant( aud St Margaret:' c.u.Uc Church, Herr Street, P.brook, Dauphin County, Pennsylvania, in equal shares. FOURTH: I hereby appoint Albert Clark Bucher of Harrisburg, P A, Executor under this Will. If for any reason he is unable to act as Executor, I appoint Vickie Ann Bucher of Harrisbuta.,..lUbiIi.tute EXecutor. Ifbotb Albert Clark Bucher and Vickie Ann Bucher are unable to act as Executor, I appoint Corestates Hamilton Bank, Harrisburg, Pennsylvania, as substitute Executor. FIFTH: I direct that said Executor and substitute Executor(s) shall serve without bond or security. SIXTH: I give said Executor (and substitute Executor(s)) the fullest power and authority in all matters and questions and to do all acts which I might or could do if living, including, without limitation, complete power and authority to invest (without. restriction to investments permitted by law), sell (at public or private sale, for cash or credit, with or without security), mortgage, lease and dispose of and distribute in kind, all property, real and personal, at such times and upon such terms and conditions as he or it may deem advisable. I direct my executor to pay all debts, funeral expenses, cost of administration, cost of safeguarding and delivering bequests, and other proper charges to my estate. My executor shall pay from the residue of my estate all state, federal and inheritance taxes. Page 2 of 3 Pages -"" - p" ,,", !1)~\ }~>~~~ilrm~~.~~~i~~",~).~-t_ ~"~~~~1{j~~?j';i'7~~:'~t\"\l';"\"J,~?r~'fl~ '~~~"~'i~fl~?'~:1 ~V;'!Il'~1.~~ Y~'('rJ.\~~~ll~m'\1/~nJ.-~~~~":'t'!a~';1~~S'~~~"';;;~~~~~1~:-':?,;:"~~ ,', ^ , ,~ ,^ '"~I~f("',~t~~< 1iiit~',,;...:'r .' g,'j"r~~ii1it;""~i~~i'~" ,"':95' ,^" "v,:' -j., ''<f.it~~;:'<~Jff'!;;k/" ."'^, '" . v' .u~.: ;;,,;i!t'i!;<j"~4' "",~..,< '" ~\"r ,,', ,'k ' ,'^' ,," '~"~"~1i:;,!i ..;ft1f ' ' l~':: "",'~ <~{;?~~~rJ'! "~'~;::':"~" ,I\:');~~~r..,:~,:' ~':;~~,:~~"~'~:r~~~:t ~t',~l:" ,~" > :,;;",~~tf.~~!~f:~ii' ;,::."i,:,:,:.' ':"~::l +.:~,~:~" ~';~f;~~~~;'~(, ~~::' '>:::~~'~,~::i;:~:~~:~:' ?~:' , - 1ft f~ MAR~VALLI (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named MARY TROV ALLI, also knoWn as MARY K. TROV ALLI, as and for her Last Will and Testament, in the presence of ue, who, at her request, in her presence and in the presence of each other, bavo~~.q"wi1DasSe8. ~C$,- . .. ..1-+'4>O~4Lfk...~ A IP~ Name Address ~'?.~"T Name ~(l~ e:t F of ~;JJ'/~ -lcgP19-17/rJ'-f Address .)1J{p V~e.J~1 ~~ Address pI, ,70'S' 0 Page 3 of 3 Pages