HomeMy WebLinkAbout02-16-07
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
I
"IV .1100 IX. (I")
FILE NUMBER
21
COUNTY CODE
06 00982
YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
TRAVITZ, JR., CHARLES W.
SOCIAL SECURITY NUMBER
171-28-3034
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DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
08/28/2006
10/26/1935
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
TRA VITZ, ISABELLE L.
181 1. Original Return 0 2. Supplemental Return
l!! 0 0 4a. Future Interest Compromise (dele of deelh efter
:o:oClIl 4. Limited Estate
ui!:o: 12-12~2)
wA.8 181 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
:z:i...
UA.lD of Will) copy of Trust)
A.
oC 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
210-26-9394
o 3. Remainder Return (date of death prior to 12-13~2)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
ME
EDMUND G. MYERS
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IRM NAME (If applicable)
JOHNSON, DUFFIE, STEWART & WEIDNER
P. O. BOX 109
LEMOYNE, , PA 17043-0109
ELEPHONE NUMBER
717/761-4540
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
(6)
(7)
None
None
None
None
OFFICIAL USE lSllIl Y
1 . Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule 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)
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85,022.54
None
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361,268.18
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(8)
446,290.72
(9)
7,640.29
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(11 )
7,640.29
438,650.43
12. Net Value of Estate (Line 8 minus Line 11)
(12)
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)
(14)
438,650.43
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, 438,650.43 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
F=
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A. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
8
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
0.00
0.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
1347 GREORGETOWN CIRCLE
CITY
I STATE PA
IlIP 17013
CARLISLE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C)
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty (0 + 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
S. 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 S + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1)
0.00
(2)
0.00
(3) 0.00
(4)
(S) 0.00
(SA)
(SB) 0.00
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 transferred;.................................................................................. ~ I
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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?..................................................................... .................................................. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?............ ............................................................. ............................................ ~ D
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 declara that I have examined this return, including accompanying schedulas and statements, and to the best of my knowledge and belief, ~ is true, correct and complete. Declaration of
preparar other than the personal representative is based on all Information of which praparar has any knowladge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
SABELLE L. TRA VITZ
1347 GEORGETOWN CIRCLE
CARLISLE, PA 17013
ADDRESS
DATE
-/;2- tJ
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ED D G. MYERS
ADDRESS
DATE
P. O. BOX 109
LEMOYNE" PA 17043-0109
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) (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. ~9116 (a) (1.1) (ii)]. The statute does not exemDt 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. ~9116 (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.S%, except as noted in 72 P.S. ~9116
1.2} [72 P.S. ~9116 (a) (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.
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CHARLES W. TRA VITZ, JR.
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I, CHARLES W. TRA VlTZ, JR., of North Middletown Township, Cum~~d Cm"u,ty, ~:' ,~~~
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Pennsylvania, being of S01Dld and disposing mind, memory and 1Dlderstanding, do hereby rimke, publit~and '- ':- '::")
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declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or
Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts and the expenses of my last illness and fimera1 from my
Estate as soon after my death as conveniently may be done.
ARTICLED
TANGIBLE PERSONAL PROPERTY
I give and bequeath my motor vehicle(s), household and personal effects and other tangIble
personalty of like natme (not including cash or securities), together with any existing insurance thereon,
unto my wife, ISABELLE L. TRA VITZ, provided she survives me by thirty (30) days. In the event that
my wife, ISABELLE L. TRA VITZ, is not living on the thirty-first (31st) day following my death, I give
and bequeath the same 1Dlto my children who survive me to be divided among them by my Executor in as
nearly equal shares as practical, any item as to which there is disagreement to be disposed of as part of the
residue of my estate.
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ARTICLEID
MARITAL DEDUCTION TRUST
If my wife, ISABELLE L TRA VITZ, survives me (and I direct that for pmposes of this Article of
my Will she shall be deemed to have survived me unless it appears unmistakably that she predeceased me),
and if the federal estate tax due because of my death will be reduced by making this gift for her benefit, I
give, devise and bequeath unto my Trustee hereinafter named, IN TRUST, to hold, manage, invest and
reinvest, the least amount (based upon values as finally determined for federal estate tax pmposes) as shall
be needed for the federal estate tax unlimited marital deductioit to reduce the federal estate tax to the lowest
possible figure after full use of all other deductions and credits allowable in calculating the federal estate
tax. However, the .state death tax credit shall only be taken into account to the extent that it does not
increase the amount of tax payable to any state. Accordingly, I direct that:
A If the marital deduction, or any other similar benefit, is allowable with respect to any
property, including property held by entireties, which my wife, ISABELLE L TRA VITZ,
has received prior to my death or at my death will receive otherwise than pursuant to this
Article Ill, the value of such property shall be taken into consideration in calculating the
size of the gift 1.D1der this Article m.
B. No property ineligible for the marital deduction, or any similar benefits, shall be distnbuted
to this gift for my wife, ISABELLE L. TRA VITZ, pursuant to this Article m.
C. Either cash or investments or both may be allocated to any gift under this Article m.
D. Any property allocated under this Article ill in kind shall be valued at the value which it is
finally included in my gross estate for federal estate tax purposes, provided that the
aggregate market value thereof on the date of allocation (plus the value as finally
determined for federal estate tax pmposes of all other property qualifying for the marital
deduction) is at least equal to the dollar value of the marital deduction as finally determined
for federal estate tax purposes.
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E. My wife, ISABELLE L. TRA VITZ, shaH be paid the entire income from the principal in
such periodic installments as the Trustee sba1l find convenient, but at least as often as
quarter-annually or else applied directly for her benefit by the Trustee. Income that accrues
between the date of the last distnbution to ISABELLE L TRA VITZ and the date of her
death shall be distributed to her estate.
F. My wife, ISABELLE L. TRA VITZ, is hereby given a power to appoint by Will to her
estate or to others, in such manner and for such estates as she may appoint, exercisable only
by specific reference by her alone and in all events over the principal of this Trust.
G. As much of the principal of this Trust as the Trustee may from time to time think advisable
for the support of my wife or during illness or emergency shall be either paid to her or else
applied directly for her benefit by the Trustee.
H. In addition to the above provisions, my wife, ISABELLE L. TRA VITZ, shall have the
power to withdraw such amotmts from principal as she shall desire from time to time
including the entire exhaustion of principal.
I. If my wife, ISABELLE L. TRA VITZ, sba1l fail, either wholly or in part, to exercise
effectively the power of appointment created in the preceding Paragraph F of this Article
ill, the tmappointed principal shall be added to and thereafter treated as part of, the
principal of my residuary estate passing tmder Article IV hereof, provided that the Trustee
shall first deduct and pay to the personal representative of my wife's estate an amount equal
to the increase in federal and state de-dth taxes ;md any increased administration expenses
which her estate will have to pay because of the inclusion of the principal of this Trust in
her estate for tax or administration pmposes.
J. If any provision of my Will shall result in depriving my estate of the marital deduction for
federal estate tax purposes, such provision is hereby revoked and my Will shall be read as if
any portion thereof inconsistent with allowance of the marital deduction for federal estate
tax purposes is null and void
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ARTICLE IV
CREDIT BY PASS TRUST
I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever nature
and wheresoever situate, mrto my Trustee hereinafter named, IN TRUST, however to hold, manage, invest
and reinvest the same for the following uses and purposes:
A To pay the net income therefrom at least as often as quarter-annually unto my wife,
ISABELLE L. TRA VITZ, for and dming her lifetime.
B. As much of the principal of this Trust as Trustee in its sole discretion may from time to
time think advisable for my wife's health, maintenance, and support to maintain her in the
station of life to which she is accustomed at my death, or during her illness or emergency
shall be either paid to her or else applied directly for her benefit by my Trustee after taking
into account other assets and sources of income available to her. Insofar as practical no
principal of this Trust shall be paid to my wife, ISABELLE L. TRA VITZ, or applied for
her benefit as long as any principal remains in the Marital Deduction Trust created in
Article m.
C. Trustee may apply the net income of this Trust for the support of my wife, ISABELLE L.
TRA VITZ, should she by reason of age, illness or any other cause in the opinion of my
Trustee be incapable of disbursing it.
D. Upon the death of my wife, ISABELLE L. TRA VITz, or at the time of my death should
my wife, ISABELLE L. TRA VlTZ, predecease me, I direct my Trustee to distribute the
balanc~ of the principal and undistributed income unto my then-living issue, per stirpes by
representation.
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ARTICLE V
FURTHER TRUST: BENEFICIARY UNDER 21
Should any person entitled to a share of my estate not have reached the age of twenty-one (21) years at the
time for distribution to him or her, I devise and bequeath the share of each such person unto my TRUSlEE
hereafter named, IN SEPARATE lRUST, to hold, manage, invest and reinvest the shares so received, and
to use and apply the income and principal, or so much thereof, as in Trustee's discretion, may be necessary
or appropriate for such beneficiary's support and education (including college education, graduate and under
graduate and vocational training), 'Without regard to his or her ability to provide for such support or
education or to make payment for these purposes, 'Without further responsibility, to such beneficiary or to
any person taking care of such beneficiary. Trustee shall distribute one-half (1/2) of the then-remaining
principal and any income accumulated thereon unto such beneficiary when such beneficiary shall reach the
age of twenty-one (21) years and shall pay the net income therefrom unto him or her until such beneficiary
attains the age of twenty-four (24) years, at which time Trustee shall distnbute the then-remaining principal
and any income accumulated thereon unto such beneficiary absolutely, and the Trust as to that beneficiary
shall terminate. In the event any beneficiary dies before receiving his or her final distnbution hereunder,
such beneficiary's trust shall terminate and the balance of principal and income shall be distributed to his or
her personal representative.
ARTICLE VI
TERMINATION OF SMALL TRUSTS
If at any time during the con~uance afany trust created hereunder, the Trustee, in its sole and
absolute discretion, determines that the size of any individual Trust has become so small as to be impractical
to continue to hold in Trust and uneconomical to continue to administer as a Trust, then in such
circumstances, the Trustee may, 'Without further authorization, distnbute the balance of the principal and
income in such Trust to the beneficiary then-entitled to the income therefrom, and upon such distrIbution,
the Trustee shall be released from further obligation with respect to that Trust and shall not be subject to any
claim from any person who may have had a future interest in such Trust had it been continued in Trust.
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ARTICLE vn
SPENDTHRIFT PROVISIONS
The interest of the beneficiaries hereunder or the beneficiaries of any Trust created herein shall not
be subject to anticipation or to voluntary or invohmtary alienation.
ARTICLE VllI
TAXES
I direct that all death taxes shall be paid from my residuary estate passing under Article IV of this
Will or, to the extent determined by my Personal R~entative, by the Trustee from property (if any)
distributable directly to the Trustee. In no event shall the payment thereof (i) reduce or otherwise affect the
amOlmt (if any) distnbutable under Article ill except to the extent that property rernalnlng in my gross estate
after satisfaction or provision for satisfaction of all debts and expenses of administration, and all inter vivos
and testamentary dispositions (other than under Article IV) of property included in such gross estate which
do not qualify for the federal estate tax marital deduction, shall be insufficient to satisfy all death taxes in
full and (ii) be made from any property which is not includtble in my estate for the pmposes of one or more
of such death taxes and which would be so includtble if used for such payment.
ARTICLE IX
ELECTIONS - OnIONS
My Personal Representative shall have full power to exercise, in hers, his or its sole and absolute
discretion, any elections provided by the Internal Revenue Code ("Code"), other statutes and regulations,
state and federal, relating to the administration of my estate and the Trusts herein created, including but not
limited to the following:
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A To join with my wife or her personal representative in the filing of a joint income tax return
for any period for which such a return may be permitted, without requiring her or her estate
to indemnify my estate against liability for the tax attnbutable to her income, and to consent
for federal gift tax purposes to having gifts made by my wife during my lifetime treated as
having been made one-half of my wife and one-half by me.
B. To make the election descnbed in Section 2056(b)(7) of the Code in respect to all qualified
terminable interest property (or any specific portion thereof) includible in my gross estate to
such extent as my Personal Representative shall deem to be in the best interests of my
estate and beneficiaries thereof, and any determination made in good faith by my Personal
Representative to make or not to make such election shall be binding and conclusive upon
each person having any interest in my estate and shall not be subject to question or
exception in any manner or proceeding whatsoever or by any person whomsoever.
C. To make the allocation of the Generation Skipping Transfer Tax exemption allowed to an
individual pursuant to Section 2631(a) of the Code in such manner as my Personal
Representative shall deem to be in the best interests of my estate and beneficiaries thereof,
any determination made in good faith by my Personal Representative with respect to such
allocation shall be binding and conclusive upon each person having no interest in my estate
and shall not be subject to question or exception in any mmmer or proceeding whatsoever
or by any person whomsoever.
D. To choose the alternate valuation date for federal estate tax purposes, without regard to
whether the size .of any marital deduction shall will be increased or decreased thereby,
without requiring reimbursement
ARTICLE X
POWERS - PERSONAL REPRESENTATIVE AND TRUSTEE
My Personal Representative and Trustee shall have the following powers in addition to those vested
in them by law and by other provisions of my Will applicable to all property, whether principal or income,
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including property held for minors, exercisable without court approval and effective until actual distribution
of all property:
A. To have full authority to deal with any business interest as freely as I might in my lifetime.
B. To make distnbution in cash or in kind, or partIy in cash and partly in kind, and in such
manner as they may detennine.
c. To retain any or all of the assets of my estate, real or personal, without restriction to
investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to
any principle of diversification or risk.
D. To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of
diversification or risk.
E. To sell at public or private sale, to exchange, or to lease for any period of time any real or
personal property and to give options for sales, exchanges or leases, for such prices and
upon such terms or conditions as they deem proper.
F. To allocate receipts and expenses to principal or income or partly to each as they from time
to time think proper.
G. To borrow from or to sell to my Trustee even though such Trustee may be my personal
representative.
H. To compromise any claim or controversy.
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ARTICLE XI
TRUSTEE
I name, constitute and appoint ORRSTOWN BANK, Trustee of any Trust created by me in this
my Last Will.
ARTICLE XII
PERSONAL REPRESENI'ATIVE
I name, constitute and appoint my wife, ISABEl.l .E L. TRA VITZ, Executrix of this my last Will
and Testament. If my wife, ISABELLE L. TRAVITZ, fails to qualify or ceases to so act, I name,
constitute and appoint ORRSTOWN BANK, Alternate Executor to complete the administration of my
Estate. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction for
the faithful performance of the duties required therein, but if a bond is nevertheless required, it shall be
without surety. If ancillary administration is necessary in any other state, I authorize my Executrix, or
successor, to so act in such state without the necessity of posting bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, ~('1day of ~ , 1997.
~~(d(~)
CHARLES W. TRA. .
Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and
Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have
hereWlto subscnbed our names as witnesses.
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ACKNOWLEDGMENT
COlWMONWEALlH OF PENNSYL VANIA
: SS
COUNTY OF CUMBERLAND
We, CHARLES W. TRAVITZ, JR., ft\i'hl-1.....~C nl~.{~u. ~~1-)~\(.i~l'''J..-(l. .'c~b~'-.
the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed
and executed the instrument as his Last Will and that he had signed willingly and that he executed it as his
free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witness and that to the best ofhislher knowledge the Testator was
at that time eighteen years of age or older, of sound mind and under no constraint or undue influence.
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CHARLES W. m.f~~
Subscnbed, sworn to and acknowledged before me
and f'c.h'l'l WI de, h1 ~ .vI(. S and
witnesses, this dL~liay of:~~'~.,; , 1997.
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Witness /
CHARLES W. TRA VITZ, JR., Testator,
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Notary Public
Notarial Seal
Nancy L. BIstlIne. Notary Public '
lemoyne Barn. Cumberland County
My Commission Expjre, Nov. 23. 1918
Member, f'ennI!IvlvanIe Pa9oclallon of NoIartee
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T AA RETURN
RESIDENT DECEDENT
ESTATE OF TRAVITZ, JR., CHARLES W.
FILE NUMBER
21 - 06 - 00982
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 2002 GMC Sierra Pickup 12,480.00
2 Asset Purchase Note - $110,000.00 - dated April 3, 2000 - Eight (8%) percent per annum - by 72.542.54
and between Keystone Metal Building Services, Inc. and Steel Building Erectors, Inc.
commencing May 3, 2000 and continuing until April 2, 2010.
Balance due on the Note as of the date of death.
TOTAL (Also enter on Line 5, Recapitulation) 85,022.54
"W
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 06 - 00982
ESTATE OF TRAVITZ, JR., CHARLES W.
This schedule must be completed and flied if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF EXCLUSION TAXABLE VALUE
NUMBER Include the neme of the trensferee, their reletiOnship to decedent VALUE OF ASSET DECD'S (IF APPLICABLE)
end the dete of trensfer. Attech a copy of the deed for real estate. INTEREST
1 Orrstown Bank - IRA Account No. 14 00 2061 0 01 361.268.18 361,268.18
Date of death value.
TOTAL (Also enter on line 7, Recapitulation) 361,268.18
.
SCHEDU..E H
FUtSW..EXPENSES &
ADNINSTRA11VE COS1S
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE T AA RETURN
RESIDENT DECEDENT
ESTATE OF TRAVITZ, JR., CHARLES W.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 - 06 - 00982
ITEM
NUMBER FUNERAL EXPENSES:
A. 1 Westminster Memorial Gardens -
DESCRIPTION
AMOUNT
Marker
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
2. Attomey's Fees
State Zip
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant ISABELLE L. TRAVITZ
Street Address 1347 GREORGETOWN CIRCLE
City CARLISLE State PA Zip 17013
Relationship of Claimant to Decedent Spouse
Probate Fees Register of Wills - Cumberland County
4.
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs
1
Cumberland Law Journal - Advertise Letters
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
3,800.00
3,500.00
91.00
75.00
174.29
7,640.29
. .
*'
Schedule H
Funeral Expenses &
Mnili::tbalWe Costs cootinued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF TRAVITZ, JR., CHARLES W.
I FILE NUMBER
21 - 06 - 00982
2
The Sentinel - Advertise Letters
144.29
3
Register of Wills - File Inventory & Inheritance Tax Return
30.00
Page 2 of Schedule H
REv-m3 ~X, (8-Gl')
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
TRAVITZ, JR., CHARLES W.
I FILE NUMBER
21 - 06 - 00982
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY DECEDENT OF ESTATE
Do Not List Trust..(s)
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Isabelle L. Travitz Trust Wife Residue
Orrstown Bank, Trustee
427 Village Drive, Carlisle, PA 17013
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropria e, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS 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