HomeMy WebLinkAbout10-16-06
REV-I500 EX + (&-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128.Q601
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL)
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BUCHER
DATE OF DEATH (MM-DD-Year)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICiAl USE ONLY
FILE NUMBER
2 1 -0 6 0 3 7 3
COUNTvCOOE -YEAR- - - NUMeER- -
ALICE M.
DATE OF BIRTH (MM-DD-Year)
03/23/2006 OS/22/1914
(IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[Xl 1. Original Return
D 4. Limited Estate
[Xl 6. Decedent Died Testate (AllaclI copy 01 Will)
D 9: Litigation P~edS Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of dea1h after 12.12-82)
D 7. Decedent Maintained a Living Trust (Attach copy 01 Trust)
o 10. Spousal Poverty Credit (data 01 deaIh between 12-31.91 and 1.1-95)
SOCIAL SECURITY NUMBER
181-42-8093
THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date 01 death prior to 12.13-82)
D 5. Federal Estate Tax Return Required
_ B. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
If.tSti:aJ~'eoRRES.floe.lglNliCl.I~tF.;JNFI.AJl.Sfi1UII'.a.'''?li:;;~ig!'jiijiWi,
COMPLETE MAIUNG ADDRESS
60 WEST POMFRET STREET
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NAME
ROGER B. IRWIN ESQUIRE
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER,
717 249-2353 '
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CARLISLE
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(l.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 X _ (15)
200.168.61 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPA yr.1ENT
PA
17013
OFFICIAL USE ONLY
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1. Real Estate (Schedule A)
2. Stocks andBonda (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)
6. Jointly Owned Property (Sch8dule F)
o 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 Deceden~ 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/See 9113 Trusts for which an election to tax has not been
rnade (Schedule J)
152.000.00
18.429.98
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40.314.50
200.168.61
200.168.61
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(8)
33.826.63
6.487.87
(11)
(12)
(13)
(14)
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REV-1502 EX + \8-.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
BUCHER ALICE M. 21 06 0373
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real prOP8l1Y which is iointlv-owned with riaht of survivorship must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
25 Stonehedge Drive East, Carlisle, Pennsylvania
SOLD - SETTLEMENT SHEET ATTACHED
VALUE AT DATE
OF DEATH
152,000.00
'8 (() p~
'J, ()
(1/ ,,-{/O
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TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
152 000.00
REV-1503 EX + (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
BUCHER
ALICE
M.
FILE NUMBER
21 06
0373
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
3,394.103 Shares DWS High Income Fund @$5.43 Per Share
Account No. 00033885928
VALUE AT DATE
OF DEATH
18,429.9f
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
18 429.98
AEV.1508 EX + ~6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ALICE M. 21 06
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
0373
ITEM
NUMBER
1.
2.
3.
4.
DESCRIPTION
S8 Money Fund, Inc. Cash Portfolio
M& T Bank - Checking Account #1336797
M& T Bank - Savings Account #15004198282384
Personal Property - Appraisal Attached
VALUE AT DATE
OF DEATH
26,316.33
6,121.03
33,483.77
4,132.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
70053.13
AEV-1511 EX + ~12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BUCHER ALICE
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
M.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 06
0373
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home 9,842.00
2. First Church of the Brethren - Funeral Service Music 50.00
3. First Church of the Brethren - Luncheon 400.00
4. Wayne Noss Flowers 344.50
5. Ficco Memorials - Inscription 100.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address.
City State Zip
Year(s) Commission PaId:
2. Attorney Fees Irwin & McKnight. 10,950.00
3. Family Exemption: (If decedenrs address is not the same as claimanrs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 402.00
5. Accountanrs Fees
6. Tax Return Prepare~s Fees Patricia A. Rosendale, CPA 350.00
7. Register of Wills - Short Certificates 12.00
8. Register of Wills - Filing Fee 30.00
9. Notary Fees 50.00
10. The Sentinel - Legal - Estate Notice 137.03
11. Cumberland law Journal - Estate Notice 75.00
12. S.W. Barrett Real Estate - Appraisal on Real Estate 300.00
13. Roy D. Gottshall - Appraisal on Personal Property 55.00
14. Closing Costs 10,729.10
I
TOTAL (Also enter on line 9, Recapitulation) $ 33.826.63
(If more space is needed, insert additional sheets of the same size)
AEV-1512 EX + {S-98)
.
SCHEDULE'
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BUCHER ALICE
M.
FILE NUMBER
21 06
0373
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. Stonehedge Homeowners Association. May & June Dues
525.00
2. Cumberland-Goodwill Fire Rescue - Ambulance
124.00
3. Comcast - Cable
239.05
4. PP&L - Electric
257.29
5. Embarq - Telephone
622.01
6. UGI- Gas ..'
186.76
8. Waste Management. Trash
46.80
9. South Middleton Township - Water/Sewer
198.00
10. State Farm Insurance - Homeowners Insurance
100.00
11. Tuckey Mechanical Service - Service/Maintenance
3,852.10
12. Judy A. Campbell- Real Estate Taxes
336.86
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
6 487.87
AEV.'5': EX + '_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
BUCHEF
NUMBER
1.
SCHEDULE J
BENEFICIARIES
AIIr.F
M
FILE NUMBER
21 06
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
lineal
Lineal
n~7~
AMOUNT OR SHARE
OF ESTATE
1/2 Remainder
1/2 Remainder
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
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Leon E. Bucher
PO Box 49
Peru, ME 04290
2.
Marian E. Griffie
8 Joseph Drive
Boiling Springs, PA 17007
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
I, ALICE M. BUCHER, of West Pennsboro Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and C~dicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devise~ herein, at either public or private sale, and to give .good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I devise and bequeath all of my estate of every nature and wherever situate to my
husband, Mark J. Bucher, providing he shall survive me by sixty days.
4. Should the gift in Paragraph No.3 not take effect, I devise and bequeath all of my
estate of every nature and wherever situate to my two children, share and share alike, the child or
children of any deceased child taking the share their parent would have taken if living.
S. I nominate and appoint Mark 1. Bucher to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Leon E. Bucher and Marian E. Pompeo, as substitute executors, also to serve as such
without bond, with the same powers as are given herein to my executor.
6. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
.- !'
IN WITNESS WHEREOF, I have hereunto set my hand and seal this -.;. day of May,
1994.
~_ <In/08~EAL)
ALICE 1\'1. BUCHER
Signed, sealed, published and declared by AllCE M. BUCHER, the above named
testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
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ACKNOWLEDGMENT AND AFFIDA VIT
WE, ALICE M~ BUCHER, BETZI A. MORRISON and, CHERYL L. CLELAND,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will and that she had signed willingly, and that ,she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their
knowledge the, testatrix was, at that time, eighteen years of age or older, of sound ,mind and under
no constraint or undue influence.
~ 91J,8~(/
ALICE M. BUCHER
B~t~ -n;mpWJll
ZI A. MO SON
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C YL L. CLELAND
COMMONWEALTH OF PENNSYL VANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by ALICE M. BUCHER, the
testatrix herein and subscribed and sworn to before me by BETZI A. l\'IORRISON and
CHERYL L. CLELAND, witnesses this .;' day of May, 1994.
,'~ A
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Notarial Seal
~ B. Irwin. Notary F\tt::
CaIIsl8 Boro. Cumbel1ard Counrr
My Commission &pres Oct 3. 1996
err.ber, Pennaylv.mia Associa1ion of NotarieS
PreWou'" edlhon, .r8 obsolele
form HUD-' {3/86) l~t Handbao~ 4305;
, A. Settlement Statement
U.S. Department of Housing and Urban Development
B. TVDe of Loan OMS Approval No. 2502-0265 (expires 9/30/2006) FINAL
1. OFHA 2. OFmHA 3. DConv. Unins. I 6. File Number I 7. Loan Number . I 8. Mortg~e Insurance Case Number
4. OVA 5. nConv. Ins. FN2006-1044RCS
C.Note: ,...,ann.. 'UI1",I1....lOglYe you a. a amen, or ac;,u.'.llIamanlcoSlS. Amoun!" pOlO. '0 ono oy Ine ....amen ogan ora mOWn. I TitleExpress Settlement System
Item, mllfke4 '(p.o. C.)" were pOld outside Ihe Closin~; l/1ey are shown here for inlonnaUon purpose, and are not Included In lhe lolals.
=:::'G~~n~~:~ ~~~~1::=~F: =~~~~~~';"~~~~~~t~~:: :::na;l~f::i=:~'1~~n.lllel upon Printed 0911812006 at 09:17 KLL
D. NAME OF BORROWER: Rita J. Graham
ADDRESS:
E. NAME OF SELLER: Estate of Alice M. Bucher
ADDRESS:
F. NAME OF LENDER: Cash
ADDRESS:
G. PROPERTY ADDRESS: 25 Stonehedge Drive, Carlisle, PA 11013
South Middleton Township
H. SETTLEMENT AGENT: Abstract Company of Central PA,lnc., Telephone: 717-243.6222 Fax: 717.243-6486
PLACE OF SETTLEMENT: 26 West HIQh Street Carlisle PA 17013
I. SETTLEMENT DATE: 0911912006
J, SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract sales arice 152000.00 401. Contract sales nrice 152000.00
102. Personal Prooertv 402. Personal Prooertv
103. Selllement charnl~s to borrower (line 14001 2.645.38 403.
104. 404.
105. 405.
Adiustments for items Daid bv setter in advance Adiustments for Items Dald bv seller in advance
f07. County taxes 09119/06 to 12131106 99.63 407. County taxes 09/19106 to 12131106 99.63
108. School Taxes 09119/06 to 06130/07 1 200.03 40B. School Taxes 09/19/061006/30107 1.200.03
109. ~ternber Assn Dues 091191061009130106 42.00 409. Seotember As~n Dues 09119106 to 09/30/06 42.00
110. 410.
111. 411.
112. 412. :
. 120. GROSS AMOUNT DUE FROM BORROWER 155987.04 420. GROSS AMOUNT DUE TO SELLER 153 341.66
lOO. AMOUNTS PAID BY OR ON BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. i1I>nnsU or earnest money 2 000.00 501. Excess Deoositl see instructionsl
202. PrinciDaI amount of new loans 502. SeUlemenl charaes 10 seller lline 14001 10729.10
203. Existinn Ioanl s \ taken subiect to 503. Exislina loanl sl taken subiecllo
204. 504. Pavoll of First Mortaaae Loan
205. 505.
206. 506.
207. 507.
208. 508.
209. 509.
Adjustments for items unDald bv seller Adiustments for items unpaid bv seller
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220, TOTAL PAID BY/FOR BORROWER 2.000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 10729.10
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTlEMENT TO OR FROM SELLER
301. Gross amount due from borrower /line 12m 155987.04 601. Gross amount due 10 selllll lline 420\ 153341.66
302. Less amounts Daid bvlfor borrower (line 2201 2.000.00 602. Less reduction amount due seller lline 5201 10729.10
303. CASH FROM BORROWER 153987.04 603. CASH TO SELLER 142.612.56
Ptevtouf 5fditions are obsotele
U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
to<m HUD.' 13186) rei Handbook 4JU5 :
File Number: FN2006.1044 FINAL PAGE 2
TiUeExDress Settlement System Printed 09/18/2006 al 09'17 KLl
L. SETTLEMENT CHARGES PAID FROM PAID FROM
700. TOTAl SALES/BROKER'S COMMISSION based on price $152,000.00 @ 6.000 = 9.120.00 BORROWER'S SELLER'S
Division 01 commission lline 7(0) as follows: FUNDS AT FUNDS AT
701. S 9.120.00 10 Ebener & Associates SETTLEMENT SETTLEMENT
702. S to
703. Commission oaid at Selllement 9.120.00
BOO. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. loan Orieinalion Fee %
802. loan Discount %
803. Anora/sat Fee
804. Credn ReDOrt
805. Lender's Insoection Fee
806. Mortaaae ADDlicalion Fee
807. Assumotion Fee
808.
809.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From to /iilS Idav . .
902: Mortaaae Insurance Premium for to
903. Hazard Insurance Premium for to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo./iilS Imo
1002. Mortaaae Insurance mo.(ij)$ /100
1003: City PrODeflv Tax mo./iilS Imo
1004. County Prooertv Tax mo.@$ 29.14/mo
1005. School Taxes mo. Iii) S 128.07 lmo
1009. Aaareoate AnalYsis Adjustment
1100. TITLE CHARGES
1101. Settlement 01 closinalee
1102. Abslr act or tille search
1103. Tille examination
1104. Tille insurance binder
1105. Documenl Preparation
1106. Notary Fees 10 Saidls Flower & Lindsay 5.00
1107. Altomey's fees 10 Irwin & McKnlaht SELLER POC
lindudes above items No: I
1108. Tille Insurance 1 006.88
{indudes above ilems No: I
1109. lender's Policy
1110. Owner's Policy 152.000.00 -1 006.88
1111.
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordina Fees Deed S 38.50 ' Morluaoe $ . Release S 38.50
1202. Cily!Counlv lax/stamos Deed 51 520.00 . MortQaQe $ 1 520.00
1203. State Tax/stamns Deed 51.520.00 . Morloaae 5 1.520.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Termite 10 South Central PA Homelnspection. 75.00'
1302, Final WaterlSewer #01507020 10 South Middleton Township 89.10
1303.
1304.
1305.
1306.
1307.
1308.
1400. TOTAl SETTLEMENT CHARGES (enler on lines 103 Section J and 502 Section Kl 2 645.38 10729.10
Hue CERTIFICATION OF IlUYER AND SELLER
~ h:;: =~~~:~ H~a~Uem':=::yn~ lfu~h~~'\ ~7e':..n:;lr~t~:,:'~.II.', Ills alrue and accurale .Ielerne"l 01 all recelpl. and disbUfSemenl. made on my accounl or by me
l.
~s_llJJ IS ~ [
11 ~tlf~ '
WARNING: IT IS A CRILIE TO KNOWINGlY MAKE FALSE STATEMENTS TO THE
UNIteD STATES ON nlls OR ANY SIMILAR FORM. PENAL TIES UPON CONVICTION
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITlE 18'
U.S. CODE SECTION 1001 AND SECTION 1010.
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P.O. Box 219151
Kansas City MO 64121-9151
1-800-621-1048
April 28, 2006
Law Offices of Irwin & McKnight
West Pomfret Professional Bldg.
Attn: Roger Irwin
60 West Pomfret St.
Carlisle, PAl 7013
liC1UYil
MAY g ~ ~OO,
IRWIN & MeKNlOHT
Fund:
Account:
DWS High Income Fund-Class C
00033885928
Alice M. Bucher
Dear Mr. Irwin:
I am writing in response to your recent letter regarding the DWS Scudder account referenced above. Please extend
our condolences to the family of Betty Bucher.
Below I have provided the number of shares, share price, and dollar value of the fund in this account as of March
23, 2006.
DWS Hi
Number of Shares
'3,394.103
Share Price
$5.43
Dollar Value
$18,429.98
According to our records, the account was originally established as a joint account with Mark J. Bucher on
September 5, 1997. The account was transferred to an individual account registered to Alice M. Bucher on
January 3,2002. I have enclosed the transcripts reflecting these transactions for your records. There were no
additional accounts closed within one year prior to the date of death.
There was no interest accrued for this account.
If you have any additional questions or we can be of further assistance, please contact our Shareholder Services
Department at (800) 621-1048. Our representatives will be happy to assist you Monday through Friday, 8:00 a.m.
to 5:00 p.m. Central Time.
Sincerely,
~~augh
Mutual Fund Representa . e
20662089
Enclosure(s): Account Transcripts
G~ANCIAL SERVICES, a Division of Orrstown Bank
1 Giant Lane, Carlisle, PA 17013
(717) 249-3737
FAX (717) 249-8010
May 30, 2006
Roger B. Irwin
Irwin & McKnight Law Offices
West Pomfret Professional Building
60 W Pomfret Street
Carlisle P A, 17013
,iCIUYItI
MAy 31 2006
RE: Estate of Betty Alice Mae Bucher
alk/a Alice M. Bucher
tR WIN & McKNlGHT
Dear Mr. Irwin,
As per your letter dated April 13, 2006 following is the requested infonnation for the accounts of
Betty Alice Mae Bucher.
Account:
DWS High Income Fund
308-33885928
Registration: Alice M. Bucher
Established: 1-3-02 (transfer from Joint account with Mark J. Bucher)
No ownership change within one year prior to death.
No accounts closed within one year prior to death.
Interest for January 2006-March 232006: $231.48
Date of Death Value March 23, 2006: 3394.1030 shares, $18429.98
When the estate is ready for liquidation of the DWS Scudder High Income fund, a letter of instruction
signed by all executors should be sent to my attention at the above address. Please include the tax
identification number for the estate in the letter, along with specific instructions for liquidation. If there is
no tax identification number for the estate please state so in the letter.
Do not hesitate to call with any questions or concerns.
Sincerely,
~~
Lisa Riggleman
Registered Sales Assistant
End: printDWSStmt
Securities and other investment products offered through Cadaret Grant & Co., Inc., a securities broker dealer, member SIPC and
NASD. The Orrstown Bank and Cadaret Grant are not affiliated.
NOT A DEPOSIT NOT FDIC INSURED NO BANK GUARANTEE NOT FEDERAL GOVT AGENCY INSURED MAY LOSE VALUE
m M&fBank
499 Mitchell Street, Millsboro, DE 19966
April 24, 2006
~IUWlt~
APR 2 6 2006
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
IRWIN & McKNIGHT
RE: Estate of Alice M. Bucher
Date of Death: :March 23, 2006
Social Security No.: 181-42-8093
Dear Mr. Irwin:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the~ following accounts.
1. Account Type...........................Checking Accou.nt
Account Number.... ....... ......... ...1336797
Ownership (Names oj)...............A1ice M. Bucher
Opening Date....... ................... .09/09/96
Balance on Date ofDeath.........$6,121.03
Accrued Interest
$
0.00
'TotaL.................................. ....$6, 121.03
2. Account 1Ype. .... ...... . ... ... . . . .. . '" Savings Account
Account Number.................... ...15004198282384
Ownership {Names oj)...............Alice M. Bucher
Opening Date....... .... ..... ......... ..10/23/01
Balance on Date of Death........ .$33,483.77
Accrued Interest
$
0.00
Total................................... ....$33,483.77
. Page 2
April 24, 2006
The above named decedent did not have a safe deposit box.
For any additional information on the above accounts, including ownership,
statements and closures please contact our Stonehedge branch at 717-240-4524.
Sincerely,
{lJAtlurJ..-lril7Jlt1V$v
.Charlene Warrington, Reco4's Management
1-888-502-4349
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Hoffman-Roth Funeral Home, Inc.
219 North Hanover Street
Carlisle, PAl 70 13
(717)243 -4511
April 10, 2006
Irwin And McKnight
ATI'N: Roger B. Irwin
60 West Pomfret St.
Carlisle, PA 17013-
The Funeral Service for Alice Mae Bucher
14728-57
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECI'ED WHEN MAKING THE FUNERAL ARRANGEMENTS.
OUR SERVICE:
Traditional Funeral Service Package. . . . . .
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
Andover Cask~t. . . . . . . . . . . . . . . . . . . . . .
Venetian Intennent Receptacle. . . . . . . . . . . . . . . . . . .
. THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED . . . . . . . . . . . .
Cash Advances
Opening 'Grave. .......
Newspaper Obituary Notice-Sentinel. .
Newspaper Obituary NoticePatriot News.
Newspaper Obituary Notice-Lebanon Daily News .
Clergy Offering . .'. . . . .
Certified Copies of Death Certificates.
Hairdresser. . . . . . . . .
Organist. . . . . . . . . .
TOTAL CASH ADVANCES AND SPECIAL CHARGES .
Total
Total Cost .
TOTAL AMOUNT DUE .
This statement is net and payable In full within 30 days of receipt.
$3790.00
53790.00
$3070.00
$1780.00
58640.00
$425.00
$113.40
$180.60
$136.00
$150.00
$72.00
$50.00
$75.00
51202.00
$9842.00
$9842.00
Please return this portion with your Remittance
...------..-------...-..----....------.....-------...-----......-.
$
Amount Enclosed
Service 10 # 14728-57
Alice Mae Bucher