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HomeMy WebLinkAbout94-00207 PETITION FOR PROBATE and GRANT 01<' LETTERS No. (vl-:1t1 -/~()1 To: Register of Wills for the , Deceased. County of Cumhorland in the Social Security No. 1 HH-16- )003 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petltloner(s), who Is/ure IR yeurs of uge or older an the cxceutl'i , In the lasl will of the above dccedent, datcd !'e!lrua ey 22 _ and codlcll(s) dated N I ^ Estate of al.w known as Dorothy N. Bistlino named ,1921._ (state rclc~'alll clrClIl1I\lDIlCC't, C,M. renunciutlon, death or executor, CIC.) Decendent was domlcilcd at death In CUlllhor1 al~d II or lust family or principal residence at 7/, '>I"'I'"o1'd Road. __...lillJ.n!iY1.Y.anla l7:~!o1 (list .'trect. number and 1ll11llcipaIiIY) County, Pennsylvania, with Nowvlllo Borouoh. Decendent, tllen 71 yeursofage, died !'ohrunry (, _.,1991, at Carlislo 1I051>1.tal, Carlisle, I'ennsylvanla , Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: hushand Bruen J. IIl"t.1 ine died on Folll'uary 23, 1976. Decendentat death owned property with estimated values as follows: (If domiciled In Pa.) All persoaul property (If not domiciled In Pa.) Personal propcrlY in Pennsylvania (If not domiciled In Pa.) Personal property In County Vulue of real estate In Pennsylvania situated as follows: 21, SheDhord Hoad , NO\1vllle Borollp,h, $ I '0.000.00 $ $ $ r,) . 000.00 Cumberland ('Q'lnty Pnnnl.lylu:llli,1 WHEREFORE, petltloner(s) respectfully presented herewith and the grant of lelters theron. request(s) the probate of the last will and eodlell(s) 'I'nc::tnm(l.n.tJll'Y (lcstamcnlarYi udmlnlstratlon c,t.a.j administration d,b,n.c,l,a.) i ~i ,!!,,, ~'il ..... ll'~ 30 J C;.~) ~ llY/)NL C~ ~ ~ :i~~ tl Deloros A. Billllno 2/, Shepherd Hoad ..J/.Q.1i'ii..1l!' , I' ^ 1721,1 77 h - .'1,~ ,",-;c . . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 011 PENNSYLVANIA }' 88 COUNTY OF _. Cllfnhnrlnlld Sworn to or uffirl11ed und before l11e this ;l'iTH " .!f/1~'~~:~--e0 MARY C. LEWfs /1-jq6- -3 The petltloner(s) above-named swear(s) or ufflrm(s) thut the statements in the foregoing petition are true and correct to the best of the knowledge und belief of petitioner(s) and that as personal represen- tatlve!s) of the above decedent petltioner(s) will wellund truly admlnluer the estate according to law. " ('T)(: /..'1'('" ~ :/1 I <J./ ,)P~ j, , . (' -, 'C' ~. .f:-~; I~'I,;' I 7;'1"... 1-n"- I - ~ . ..A . ., , .. illusl mill nuo Q1tglnm~nt I, DOROTIIY M, BISTLINE, of tho Rorough of Newville, Cumber- land County, Pennsylvania, declare this to b~ my lust will and testa- ment and revoke all wills which I have previously made. I - I give, devise and bequeath my entire estate unto my husband, Bruce I. Ristline, absolutely and in fee simple if he shall survive me. II - If my hushand shall not survive me, I give and bequea my husband's gun cabinot and all of my husband's guns contained theroi to my grandson, Randy I. Bistline, and I d i l'oct my daughter, De lores A. Bistline, to hold said items for my grandson, Randy, until he shall attain full legal age. III . All the rest, residue and remainder of my estate, I give, devise and bequeath in equal shares to my two children, Delores A. Bistline and Jacob B. Bistline, abselutely and in fee simple, and if either shall be decoased, leRving issue to survive, then to his or her surviving issue by representation. IV - I appoint Farmers Trust Company of Carlisle, Pennsyl- vania, as testamentary guardian of the estate of any beneficiary under this will not of full legal age at the time of my decense, to receive a share of said minor, and te apply the inceme and principal fer the miner's suppert, maintenance, welfare and educatienal needs as the guardian may deem proper, and te pay over to the minor upon attaining full legal age the residue of said minor's share. V . I appoint as executor of this my last will and testame t, my husband, Bruce I. Bistline, and if for any roason he shall fail to qualify or cease to act as such during the administration of my estate, I appoint my daughter, Dolores A. Bistline, as substituted executrix with the same powers and dutios as if originally appointed. IN WITNESS WIIBREOF, I have horeunto set my hand and seal .\.. ' "~r)"~) I I'n ~ 'Ji day of Jantlflrrr Ill'll. this . J ..(: ztuiy- /~/ ',;': ,; (~ ,~( lSEAI) Signed, sealed, published and declared by Dorothy M. Bistline, testatr'x abeve named, as and for her last will and testnm~nt, in our presence, who, in her presence, at her request, and in tho presence of each othe have hereunto subscrlbod our names as attesting witnesses: (/1 HL ( L. ).J2. I.' I}.' 'c _(l--., - ,)\ .11"'. c,_. \.. \ / .'.... 21 . 94 - ?07 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS ." codicil (each) u subscribing witness to the III presented herewith, (each) being d law. depose(s) and say(s) that Sworn to or affirmed and su me this rii~ailfled according to present and saw Ihe test at . sign the same and thai request of lestat___ In t> presence an other subscribing wltness(es)). signed as a witness at the ~~ of..h ",h") "" ,ho P"""~ of fh, " -- (Name) / Register (Address) REGISTER OF WILLS OF Cumborland COUNTY OATH OF NON-SUBSCRIBING WITNESS Delores ^. Bistline and Randy Oistlinu (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) Ihat they are familiar with the signature of the XII\ttcH testat..llJL of (l\X~Xl\f{XiliiXlil\ISS\it_X~l\X~U>i~) the will presented herewith and @I11$ that each believes the signature on the will Is In the handwriting of testat..llJL believes the signature of the will presented herewith and that eaeh J:\l:(tjx!t believes the signature on the will is in the handwriting of her to the best of t hoi r knowledge and belief. " Sworn to or affirmed und subscribed before 'C..;.. )0 Alift' Q ~"'~.R . I me this 25TH day of .. (Nanrf)/1 ' .f} Fehru -.-__t1~ 9/, ;N Y.lt.~tL/l~ 7'r.:{ 71h.~flil tel IVy( I ~hK).. ~ ~ I MARY C. LEWI Reglst '. 9J5LL~VAilrC) -' ! (NOllie) G."7-So(c'Il~~.d/~.v_5J, AJewv; lie P,qJ7lo1// (Addre,rs) CERTIFICATION OF NOTICE UNDER RULE 5.61al Name of Decedent I nnrnthy M. ni.qtllnl' Date of Death! PnhrUilrv 6. 199/, Will No. 1991,-00207 Admin. No. N/^ To the Regiater! I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 10, 199/, I ' Name Address Jacob B, Bistline 24 Shephord Road, Newville, PA 17241 , Randy r, Bistlino 62 Corporation Street., Newville, P^ 1721,1 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/^ Datel-1l,olf(1-{ Ii~i ~/~~tJ NllIl\e Richilrd L. Webber. Jr.. ESQuire 'C) .'~'!. If'l If) (."\ ':.: .,.~ ;(1.; Address II W. Bir. Sorinr. ^ve.. P.O. Box 40 "-: Newville. P^ 17241-0040 ~ .- Teleph~:>ne 1 7171 776-6566 ,0, ~ ,-., .c. l" U I\J lllo;; a:: '<7 P' E -\1 ::I UU Capacity! x Personal Representative Counsel for personal representative ,-, -........-' ~........ '. . c. ., . COMMONWEALTH Of PENNSYLVANIA l COUNTY Of CUM.ERLAND J "' .____._.. __._.___.____ ____pe10res 1\~.....nbt.llD.ll-__ being duly _._~worn __ .___.__ according to law, de pOle, and UYI thlt she _ is an' Exocutrix _.___~________._____.._____....._..._____.____ 0' the Estate 0' _ Dorol'hy N. nlst.llo[' lete 0' _._ .. ~.ow.vil1.0 .Dq~.o4gh .__,_____..____, Cumberland County, PI" decealld and thlt the within Is en Inventory mado by ..))e_;:.._.____._.__________.. ...__ .._ _. _____, the uld Exocutrix ., the ontlre OItate 0' uld decedent, conllltlng 0' III the perlonal prop'~rty and real estete, except real ..tete ouhlde the Commonwealth 0' Pennlylvanla, and that tho 'Igures oppollte each Item 0' the Inventory reprellnt It's fllr value al of the date of :/ecedent's death. /"7.. -r !.f 1991, (;) ~ /! ldt.' . _W'...e.'1~-!.L ",ft'f'.f Dolores ^, Di~'\!!'I!~ro' Admlnltl..I.' 21, Shephord Rond .NQw.v-W-~A--1-7l41 sworn and lubscrlbed before me, Add"" Dale of Death _......2._____. D.y Lebrun rI...- Month 1991, V.., INSTRUCTIONS I. An Inventory must be flied ~Ithln three months after appolntmollt of personal reprellntetlve, 2, A supplement Inventory mUlt be 'lied within thirty days of discovery of Iddltlonal lIIeh, 3, Addltlonalsheeh mey be attached II to perlonalty or realty 4, See Article IV, Fiduciaries Act of 1949, " ~ ~ .a 1 ~ . 0. ~ ::l II I-< 0 ~ . "1 ~ W S1 OJ I-< .11I .t' c:l 0 :. j!; i ~ .... ,q . ~ ~ u.. , .... II ~ 0 ., OJ 0. ~~ W' III .... i ~ .... .... ,q .... ;J: - ~ ~. . ~ cj . 0 Xl OJ ~ ...:I Z Ii!: 0. :-. 11 'tl .a II I-< ., '0 1 '" 0 .a I-< <.J 8. 3 ~ ... .... d 8 .~ . . Inventory of the real and peraonal eat ate of I . " IJorotl!Y.1!, Bistline deceaaed 1. Farmers National Bank checking account 1111-198-8 2, Farmers National Bank Christmas Club II 53305 Accrued interost te date of doath 3, Farmers Natienal Bank Cortificate of Depesit # 2005758 Acorued intorost to date of doath 4, Farmers National lIank Cortificato of Deposit # 2005773 Accruod interest to date of doath 5, Capital Blue Cross - refund 6, 1977 Buick Regal automobilo - Serial # 4J57C7HI80445 7, Miscellanoous personal proporty 8, Erie Insurance Group - car insurance rebate 9, U. S, Savings Bond - Serial II Q68/'107803E 10, Cumberland Valley Co-Operative Association proferred stock certificate #4585 - 2 shares @ $lO.OO/sharo II. Cumberland Valley Co-Operative ^Hsociation preferred stock certificate #3245 - 7. shares @ SlO.OO/share 12, Cumberland Valley Co-Operative Association proferred stock oortlfieate #2213 - 1 share @ $lO,OO/share 13, Cumberland Valloy Co-Oporative ^ssociation preferred stock certificate #3034 - 35 shares @ $lO.OO/sharo 14, Cumberland Valley Co-Operative ^ssociation preforred stock certifieate #3156 - 33 sharos @ SIO.OO/share 15, Cumberland Valloy Co-Operative Association proforrod stock certificate #3093 - 35 shares @ $IO.OO/share 16, Cumborland Valloy Co-Oporative ^ssociation proferrod st.ock cortificate #13246 - 230 shares @ SlO,OO/share 17, Cumberland Valloy Co-Oporative ^ssociation proforrod st.ock certlficato #10609 - 1 share @ $lO,OO/shnro 18, Cumberland Valloy Co-Operative ^ssociation common steck certificate 111330 - 1 share @ $lO,DO!share 19, Cumberland Valley Co-Oporativo ^ssociation - dividend chock 20. Farmers National Bank savings account # 5009364 Accrued intorest to date of death 2,379 02 60 00 19 10,000 00 93 20 10,000 00 77 67 3/12 30 300 00 837 00 11,6 00 25 00 20 00 20 00 10 DO 350 00 330 00 350 00 2,300 00 10 00 10 00 135 60 7/,7 16 2 27 II. I, '23. "1' , i, II;. ,. ,i~ "'''(.''~~'~~rtl':~:~ ., Inventory bf the real and personal estate of Dorothy M, Bistline, deoeased Page 2 21. Real estat~, togethsr with dwelling situated thereon, loo.ted at Road, Newville Borough, Cumberland County, Pennsylva~ia 22. Internal Revenue Service - refund PA Department of Revenue - refund '. " , I:' , ,. 'I' .. " " 1,-.' " ,"1 i! , \,1 " ',; '., ,. 'I, .'j " " 1'111, Ii ", "\' \i"l , ': , , ,. ,. ., " I' " " " ,. " ;, i 1", , ,.' . .. "". . \,'1. .0 i.' '" I/'! I, 'I' I" 'I' I,'; .. I' " ,. ,. , ,\1 ,. \. " ;\. ,. , " 24 S~epherd , $ 55,1>00.00 , "i, . 112.00 31.00 " , $ 8~1688.41 ,. " ,. 1\ ,. 'j, '" I." ", " " ,. " j,., " " " " " ,. " " I' , .. JI " " " ", , ." ,. " I," /, I;, ,,' " " '; " " ", :. ", , I" 1;1 " ,,' .. "j' ,1\ I. " ,;1', " .' o. " " , (, .<' , " ,: , I .. t ~ I' 'I (. , , ',', I;" " U " , 'j, " , " ". '" ,( " ,. , " " I , " " " 0, " ,. , , , ", ,\,1 ,.' II,: ,." , I', ,,' ". ,( 'IV-ISOO ['(t 1'1,I111 ~, ,'~\~ I ~ \"".' ('\ ~ 'It /t/.-115~ .3 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 'OUAn. 0' DIATH AmR 12/31191 CHICK HIRI IP A 'POU'AL POYfRTY CRlDIT I' CLAIM!~[J_._._._h.. ... PILI NUM.IR 21 COUNTY CODE Amlm! l!! ~~~ w"u :tog U~m Q. <( ~!Z ll< w '" 0 OZ u 0 Q. COMI.\Ot-IW(Alll! 01 P[NN~'HVANIA [)fI'^,"I.\Oll Of RfVENUf [111'1 }1I0hOl IIMPt(,RtllHi, ~^- 17118,01101 iiTC'(iifi;i';, '~I};;;~ltA~i~tt-iNij MI-O-DrtiNIUALJ .. Z w o w U w o 199/,-00207 YE"'~ NUM8ER 24 Shepherd Hoad Nowvi 11e, P^ 1721,1 Bistline, Dorothy N. \!~~~'~~~~~~_~'.:'--~_..-..~~~-~i~~:~!;;:' --T: 2; 2 ~ I; 2 ~ 1. Oriolnol Ro'urn [] 2. Supplemenlol Relurn Covnl Cumberland fJ 40. Fuluro Inl"OII Compromlte (for dalOl 01 dealh of lor 12.12.82) RX6, Docodnn' Dlod T,,'oI. [I 7, Docedenl Malntolned a living Trull IAlIoch copy 01 Willi (AlIach copy 01 TrulIl . .. -:-,;':,-;, '~.'.i:;,rotiNiiE~ICE AND CONfiDENTIAL TAX INfORMATION SHOULD 81 DIRlCTlD TO. ~I^'~\E' ... . ~." ....-_.... --.---- OMPlfTe MAILING ADDRESS r'lli. limill1d E\lnlo Richard L, Wehber, Jr" Es uire IIi rriiClftTililIJWf"-_n 03. 05. Romalndor Return (I.r dalol of doalh prior 10 12.13.921 Fedorol Ellole To. Return Required ..L9. Total N"mb" 01 Sofe Depo,lI Bo,ol 11 W, BiG SprinG ^venuo P.O. lIox 1,0 Newvillo, P^ 1721,1-001,0 . L 7 1 7 ) ~=lZ _~;;~~_6 6.._ 2: o ;. :5 ~ 0: 5 I. ll< 10,627,01 1. Rn,,1 [""'0 (Schodulo AI I 11 1,2 , 500, 00 2, 51"ck. and Rond. (S,hodulo BI I 2) __...l1-"1.'!.,_00 3. (In,nl\, Hnld Slock/Parlno"hlp InlorolllSchedulo C) I 3) .1. Mnrl'l'I<'''' "nd Nolo' Rocolyoblo ISchodule C) ( 41 5. Cm!,. nonk Dopolt', & Mlscollonoou, POrlonol P,ope,ty( 51 _24.,.645..1iR (~don<lul. EI to. Jolnlly Owned Proporly ISchodulo F) ( 61 71,9.1,3 7, Tronll.rI (Schodulo GllSchedule II I 71 o. To'ol G'Oll AllOh 11010111001 1.7) Q. FI<nn,ol E'pen,el. Admlnl'Irotlve COli', Mlscollonoou, I 9) bpnmos 15chodulo HI 10. Dnbh, MO"gogo llobilltle., lie.. ISchedule I) 11. T 0,,,1 Dnducllon, I'olallln., 9 & 101 12. Nol Value a' E,Io'e (IIno 9 mlnu.llno 11) 13. Chorl'ohl. and Govornmenlol 8equolh ISchedule J) __ .'~. ~,., I'"I~". ,ubloc~~_'-~(lino-'-2..mlnulline 131 I.S, AmClunl of linn 14 lo.oblo 01 6% rolo (lo<lu<l" ycoluol from Schodule K or Schodule M.I 16, Amnunl of linn 14 10lc.nblo 01 15% rale (Inrludl1 "'(lluo\ from 5rhodulo K or Schedule M.) 17. Prlocipnl'n, dun IAdd la, Irom IIno 15 and !rom lino 16,) IA. C,oci'l; Spoulol Povo,ly C,odit Prlo, Poymenh Dlleoun' InlerOlI _______._.__. + !o.!.OOO.O.Q.., +~~52 ____ 10. ""u" Ifl I. U,oco'., 'hcon Iln" 17, enlor tho dlHeronco on line 19. This I. the OVERPAYMENT. , X~1~;7,1~,'~~'.'~'~~ on. 1110." I'll orn<1I01 ,hcon IIno IR, onlor ,ho dilforonco on lino 20. ThllII Ihe TAX DUE. ^. hllm tho Inlnres' on tho bnlanco due on line 20A. n, [Il'''' ,Ion 10,,,1 01 linn 20 ond 20A on line 20B, Thllll Ihe BALANCE DUE. /",ok~;Ch..c~r'~~:b1e.t~.~R..!.gtll" .. ~i1II~ A!lent d. ",. "E 5UR~ TO ANSWER ALL QUESTIONS ON REVERSI SIDE AND TO RECHICK MATH.... if1~II,.r- ";'1101'1;'\' of ;1"1 p" 1, I df;ri~;;;th~' 'j- h~v'~'~~~;i~;riiiii'r;jl;rn, Including accompanying Iche'dule. and Ilalementl, and 10 lhe betl of my kn~';;~dij'nc.-n;j b~II~( II IWI1, cor,"LJ(! (lnd rompl,'In, I dndarn thaI nil roal ollale hOl been reporled allrue markel value, Dec/arallon 01 preparer alher than Ihe perianal reJnolonlolivn i, (11(1(1 (In ,,11 inlnrw'linn '1: '-\'hich prnpot(lr ho, onyknowh,dge, 'ir.::;!0F;~~7'" ;':;;::~:'~::,""'~",~;:"d, ,.,,111', I'A 17 '" 1 'r I (~/;::; ",.,; ";"" ''1" '~..("m, fN,;;lIve --.- ..ADO.TIS-.----.-. o.rrm m_..I.. ichard L. W~~hor,.:;- l.~~ll Wi-H1r,---Srr1T1n--mro" \', U, 116Y7i .i!.!lli':L. (10) 586,35 (151.___..60,106.7, (16) .______ 2: o i= ~ ::> Q. " o 1-' , "..Iing' a r.fund of our ovorpclym'onl. ,. 0("' ..1 J;'" ., ,., ( 81 $"71 , 3?0, 1 ~____. 110213.36 60 , 106 , Z2................_.. (11) 112) (13) (14) 60,106,75_ X .06.. __.3..606...9.1__._.. X .15.. (171 3'./iQ/i.L!tL______h (1 91 _----"-!3.1~5.2...... ___ . (191 ._m_.__.. ..6011.11 (201 ______.__....._ _.m_... 120AI __._______. (20B) _______ _______.n___m... IIV.I50II.. ,.,111 ' ~~,~~ COMMONWIAllll Of PINNSYIVANIA INUUIIAHCf fA-.: AfHlRN RIlIOINI OI~~~NI ISfATI 0' I SCHEDULE B rT~CKS AND BONDS - -'ILl NUMIIR Dorothy M, Bistline 1994-00207 (All prop"lv.loln~~'t!~n~~._~_~I~_R.I!I~t.!' SurvIY~~!p mu.l bo dllclolOd on Schodulo '.) ITEM NUMSER DESCRIPTION 1. ..._____~__.._ ._0- U. S, Savings80nd - Sorlal # Q684107803E 2, Cumberland Valley Co-Operativo ^ssoclation preferrod stock certificato #4585 - 2 sharos @ $10.00 3, . Cumberland Val10y Co-Operat.lve Association ~referred stock cert.ificate #3245 - 2 shares @ $10.00 4, Cumborland Valloy Co-Oporatlve ^ssoclation preferred stock certificate #2213 - 1 share @ $10,00 5, Cumberland Valley Co-Operative Assoolation proferred stock certificate #3034 - 35 sharos @ $10.00 6. Cumberland Valley Co-Operativo ^ssoeiatlon preferred stock certifcate #3156 - 33 shares @ $10,00 7. Cumberland Valloy Co-Oporative Association preferred stock certificate #3093 . 35 shares @ $10,00 8. Cumberland Valloy Co-Operative Association preferred stock certificate #13246 - 230 sharea @ $10.00 9. ,Cumberland Valley Co-Operative Association preferred stock certificate #10609 - 1 share @ $10.00 10. Cumberland Valley Co-Operative ^ssociation common stock certificate #1330 . I sharo @ $10.00 " TOTAL (Allo onlor on IIno 2, Rocapltulallan (If mort Ipaco I. noodod, InlOrl nddil/ona'lh.." 01 ,amo II...) VALUE AT DATE OF DEATH . $ 25.00 20.00 20,00 10,00 350.00 330.00 350.00 2,300.00. 10.00 10.00 $ "?~.no .,V.UOIIll'.IU1) ,. COMMONWIAllH O. rfNNSYWANIA INNIIIIANCIIAX InUIN IIIIDINI DICIDINt ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND . MISCELLANEOUS PERSONAL PROPERTY PI.al. Print or T . FILE NUMB~R 1991,-00207 Dorothy M. Oistline IAII pr....rty lol.tly_..d with the Riehl .f Sur.I..rohlp mull b. dl..I...d .. Sch.dul. 'I ITlM NUMBER 1. 2, 3. 4. 5. ' 6, 7 ; 8, 9. 10. 11. 12. DESCRIPTION VALUE AT DATE OF DIATH $ 2,379,02 60.00 .19 1.0,000.00 93,20 10,000.00 77 .67 342,30 300.00 837 , 00 146,00 112.00 31. 00 131. 70 135.60 Farmers National Dank checkinB account 011-198-8 Farmers National Dank Christmas Club 053305 ^ccrued interest to date of death Farmors National Bank Certificate of Deposit #2005758 ^ccrued intorost to date of death Farmors National Bank Ceftiflcato of Deposit #2005773 ^ccrued interost to date of doath Capital IIlue Cross - refund 1977 Buick Rep,al automobile Serial #4J57C7H180445 Miscellanoous personal property Erie Insurance Group - car insurance rebate Internal Revonue Service - tax refund Pennsylvania Dopartmont of Revenuo - refund Pennsylvania Department of Revenue - property tax refund Cumberland Valley Co-Operativo Association - dividend check TOTAL IAllo .nter on IIn. 5, Recapltulallon ("".ch .ddlll.n.1 O~. M 1\" .hllllll m.IO .p..." n..d.d,1 '1IYoIJOtU_IIJ.It, ~ r W SCHEDULE F COMMONWIAU~ Of 'INNIYlVANIA JOINTLY OWNED PROPERTY INHUIlANCITAM mUMN - MIIIDINT DICIDIN! ---------- - ' ESTATI OP l____ Dorothy M. Bistline PILI NUMBER 1994-00207 J.'n' '.nanll')1 NAME A, Randy I. Bistline 62 Corporation Streot Newville, P^ 17241 .-.--..----.------.'. ......_--.-- -.. ADDRISS --.--...-. RELATIONSHIP TO.DICIDENT grandson B. C, J.'n'ly..wntd prop'"'y' ITEM LmU DATE POR TOTAL VALUE DECO'S DOLLAR VALUE OP NUMBER JOINT MADE DESCRIPTION OP PROPERTY TENANT JOINT OP ASSET % INT. DECIDENT'S INTEREST 1. 0 A 4-4-91 Farmers National Bank savings account 1/5009361, $1,494,32 50r. $ 747.16 Accrued interest to date of death 1,.54 50r. 2.27 . 0 ---- ".---- TOTAL IAho .nl" on IIn. 6, Recopltulotlon) S 71,9,1,3 (1/ mort 'poc. I, n..d.d Inltrt oddillono',hHI, 0/ ,ami tire) IIIV.ISlllh 11.111 BlATE OF ~l~'~\\ ,..,~IIJi+ COMMONWIAITH A. PINNIYlVANIA INHERI'ANCE 'AX RETURN RUIOIN! OICIO!N! SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. PrInt or Tvp. Dorothy M. Bistline 1994-00207 ITEM NUMBER 11.. Fun.rol Exp.n.." 2. 3, B. 2. 4. C. 1. 2. 3. 4. 5. 6. 7, 9. DESCRIPTION 1. Egger Funeral f10me Wayne Noss Flowers Jeff Kettering - minister 1. Admlnl.'ratlv. Co.," Personal Repr..entalive Commlnlonl Social SecurUy Number 01 Personal Repr..entalive, Year Cammlsslons paid 3. Altorney Fees Richard L. Webber, Jr" Esquire Family Exemplion Dolores ^, Bistline Claimant Jacoh !h.JU.tlline Relalianshlp children Addrell 01 Claimant ot decedent's death Street Address ~!ll1.lle.ul..B.ll.ild Clly Newvi lln. State PA Zip CodeJll!J.l Probate Fe.. Cumberland County Register of Wills MI.collan,ouI Exp."It" Cumherland Law Journal - legal ad Valloy Timos Star - legal ad Cumberland County Register of Wills - short certicate & JCP ~ee Cumberland County Register of Wills - short certifioates Pnnn Dot. - t.ran.fnr of vohtclo Bonnie Sholloy - notary foes Cumborland County Hegister of Wills - short certifioate Arthur W, RHo - appraisal for porsonal property TOTAL IAlso enter on line 9, Recapllulatlonl (If more .pac. I. n"d.d, In..r! additional .h"" of .am. .11..) AMOUNT s $ 11,526.00 71. 02 20,00 3,566,01 2,000.00 129.00 40,00 32.60 9.00 6,00 19,00 12.00 3.00 35,00 Cont, . ., Estate or Dorothy M, Distlino File Number 1994-00207 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES (Continued) 9. Cumberland County Register of Wills - filing of inventory 16.00 10. 'Satlhamer Real Estate - Appraisal of real estate 75.00 11. . Cumber.land County Register of Wills - filing of inheritance tax rllturn 15.0q 12. Cumberland County Register of Wills and Recorder of Deeds - filing of Family Settlement Agreement 34.00 13. Cumberland County Recordor of Deeds - recording of deed 12.00, 6.38 , 14. Newville Postmaster - Registered mailing of stcok cert-ifcates $10,627.01 ! , I " , ,. , , , ',. \ .. , " \ ' ., '. " " , ,. " " '.', ,. 'I: i,' ,. " , " " , , ,), ." " .. , o. , " " ,I ,,' " , ,'. I' " ,. . . I,Vltlll" 11'''1 ,..l...O_ ~~ COMMQHWI",IH ('II 'tHN'UY"~.IA INMtlll.lNC'f fU ."U.H IUIOIN10IUOIHI SCHEDULlI DEBTS OP DECEDENT, MORTGAGE L1A8L1TIES AND LIENS Dorothy M, Bistline PILI NUMB.II 1994-00207 T '0' 7; Clinton W. McDonald - income tax preparation AMOUNT $ 92,00 98.68 21. 35 37,50 21. 50 190,32 35,00 90.00 mM NUMB.II DUCIIIPTION 1. NWSA - water & sewer bill - paid 3/111/94 2; PP & L - paid 3/14/94 3. United of PA - paid 3/14/94 4. R & A Bender, Inc. - trash removal - paid 3/16/911 5. Betty L. Hockensmith - 1994 county tax - paid' 3/16/94 6. Betty L. Hockensmith - 1994 county tax - paid 3/16/94 8. Carlisle Hospital - Acct. #7348055 ',. " t", ' , , ,; ", ! " TOTAL (AI\o lilt" 0111111I 10, IIlCopllulollon) III mort IpCKe 1\ -"'I1nMIf ocId/llonol lhtt/s o( IOlllt 11.1) . 586.35 I " LI -j 9' 5 5 -"." \S) REV-1547 EX AFP (10-93* CDHHOHWEALTH Of PEHHSVlVAHIA DEPARTHEHT Of REVENUE BUREAU Of IHDIVIDUAL TA'ES IlfPI. 210601 HARRISIUAO, PA 17121-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ACN 101 DATE 09-06-94 FILE NO. DATI OF DEATH 02-06-94 COUNTY CUMBERLAND NOTE. TO INSURE PRDPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH VOUR TAX PAVNENT TO THE REGISTE~ JF WILLS, HAKE CHECK PAVABLE TO "REGISTER DF WILLS, AGENT" REMIT PAYMENT TOl ~_ Anount R.nitt.d CUT ALONO THIS LINE ... RETAIN LOWIR PORTION FOR YOUR RECORDS ..... REV: i5li7-E'iCAFP-i iij:m-"NOTicE"oF-YtiHEiiii'ANCi" TAx-XPPR'AIsEH ENi'~"Ai.i."ciwANCi"oli"m"_m..__" ..- DISALLOWANr.E OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BISTLINE DOROTHV M FILE NO. 21 94-0207 ACN 101 DATE 09-06-94 RICHARD L WEBBER JR ESQ 11 W BIG SPRING AVE PO BOX 40 NEWVILLE PA 17241 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TAX RETURN WAS, I X) ACCEPTED AS FILED t ) CHANGED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Rul Eliot. (Soh.dul. A) 11 ) 2. Stookl .nd Bondi ISoh.dub B) (2) 3. Clouly li.ld Stook/Portnorlhlp Int.r,"t ISohldul. CI (3) 4. Hodg.gu/Nohl R.ooivlbl. ISoh.dub DI (4) 5. Cllh/Bonk D.poIHI/Hilo. Porlono! Proplrty ISoh.dul.. E) 15 I 6. Jointly Ownld Proplrh ISohldul. F) (6) 7. Trlnlf.rl ISoh.dul. G) (71 I. Tot.l AII.tl 42.500.00 3,425.00 .00 .00 24,645.68 749.43 .00 (I) 71,320.11 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Fun.r.l EHp.nl.I/Adniniltr.tivl COlt11 Hiloolbn,oul EHP.n..1 ISoh.dul. HI (91 10,627.01 10. D.bh/Hortg.g. LilbUiU.I/LI.nl tSoh.dul. I) tl01 586.35 11. Tohl D.duoUonl 1111 12. Hot V.lu. of T.. R.turn (12) 13. Ch.rihbb/Govornn.nhl 8oqu,,"to (Sohldub J) (13) 14. N.t Volu. of Eliot. Subjlot to r.. (14) If .n ......m.nt w.. i..u.d pr.viou.ly, lin.. 14, 15 .nd/or 16 .nd 17 will r.fl.ct figur.. th.t includ. the tot.l of ~ r.turn. .......d to d.t.. A8SESSMENT OF TAXI 15. Anount of Un. 14 hHabla at 6% r.h IU) 60,106.75 X.06' 3,606.41 16, Aaount of Lin. 14 t..abl. at 15% rah (16) .00 x.a . .00 17. Prinoipal TON Du. (17) 3,606.41 TAX CREDITSl PAVHENT DATE 11,213.36 60,106.75 .00 60,106.75 NOTE I RECEIPT NUHBER DISCOUNT (+ I INTERE~T t-I AHOUNT PAID 05-05-94 886037 180.32 4,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 4,180.32 573.91CR ,00 573,91CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. IF TOTAL DUE IS LESS THAN 'I, NO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) , " on '.. :'11 " I , I-i.; , ".I', AESEAYATlOIt, Elt.t.. of d.o.d.nh dvlns on or b.fo," D....b.r 12, 19S2 -- If MV futu," Int.r..t In tho ..lot. II tr""'f.rr.d , tn po.....lon or enjoY'tnt' to CI,.. a (ool1at,r.U bln.flollr... of thl d'Ctd."t after thl 'kplraUon of any IItl" for 11f. or for v..r., thl COllOntlll1th h.r.bv IlCp"uh r'..rv.. thl right to appral.. end ...... tran".r Inherltanol llXII It tht hwful ell.. 8 (coU,t,rIU rat. on env luet. future Int.rut. PUll90SE Of' HOTtCEr To fuHI11 thl r.quJrulntt of S'OUOM '2140 of th. Inherltancl and Eltet. TI)( Act, Act 2Z of 1991. 72 P.S. SloUon 21ltO. PAYHeNT, o.tlch thl top portion of thll Notice and IUb_1t with your plIy..nt to ~h. RIghter of N11l1 prlnt.d on tM rIV'r.. .Id,. .-H.ka ohOCk or .on.v ord.r .,,.bl. to, REOISTER OF HILLS, AOENT A11 plv..nh r.celv'd IhaU fir.t be IPplhd to any Jnt.rut which "Y b, due with Bny rl..lnd.r appUtd to the tax, ' R!FUHD (CIUI A r.fund 0' !II h~ orldit, which wall not r'qulltld on tho Tal( Rlturn, lay bl rlqullhd by eOllpltUnll .n "ApPllclUon for R.fund 0' PIM..vlvlnll Inhlrltanel .nd E.totl TaH" (REV-UU). Ap~llcIUon. arl .valltbll at thl Offlc. of thl Rlght,r of Willi, Iny cf thl l~ R,vlnul Dlltrlct OfficII, or by c.Uln" the 'Plelal 24-hour an,wlrlng ..rvlcl nUllblr. for fer.. ord,rJng, In P.nll.vlvlOll 1-800-362-2050, ouhJdl P.nn.Ylvanh Ind within 100.1 Hlrrllbur" .rll (111) 181.e094, TOO. (111) 172-2252 (Hillring IIpalr8d Dnh), OSJECTlDNS, Any party In Intlrl.t not .~tl.flld with the appral....nt, Illowlno. cr dl..liowlnol of dQduotlon., or a.......nt 0' taH(jnoiudlng dhcount Cr' Interllt) lit .hown on thlt NoUel tu.t obJ.ct within .hch (60) dey. 0' rlCl.Jpt of thlt NotlcI by, AOItIN ISTAAlIYF. CllflRECIlOHS' --wrlttln prote.t to the PI. D,p.rtllnt of R.v.nuI, laard of APPllh, DEP1. 251021, Harr'hburll, PI. 17128-1021, OR --llIctlcn to have the .athr dltlrtlnld at IUdlt of thl Iccount of thl p.r'onal r.pru.nhtlvI, OR -.apPlll to the Orphan.' Court. Flotu,I Irror. dl.oovlred on thl. a.......nt 'hould be .ddr....d In writing tal rA DIPlrt..nt of R.v.nue, Burlau of Indlvldull TaHI., ATTNI Po.t A.....~.nt R.vl.w Unit, DEPT. 280601, HftrrJ.burll, PA 11128-0601 Phon. (111J 781-il505. S.. peg. S 0' the bookl.t "Inltruotion. for InherJtano. Tal( R.turn for a Rllld.nt O.aldent" (REV-ISO!) for an 'I(pllnatlon of ao.lnl.tratlv.ly correotabl. .rror.. DISClMlfl If any hI( due 11 plld within thrH (3) clllndlr lonthl after tho dlcld'nt'l dllth, . flv. perClnt <5JO dhcount of the tlX Plld I. IlloWld. Int.re.t I. ohlrgld bellnnlng with flr.t d.y of dlllnquency, or nlnl (91 lonth. Ind ani (I) day frot thl d.t~ 0' dl.tn, to thl d,tl of PIY"nt, Tau. which treollae d'1JnQU.nt blfor. Jtnulr~ I, 1912 bill' Interllt It thl rlt. 0' .he (6") pero.nt plr InnUi "llcullted It . dllh rat. of ,000164. All tlICII which ble.a. dtllnquent on .nd .ft.r Janu.rv I, 1982 will tr.lr Intere.t at I r.t. whloh will v.ry fro. OlllMdlr y..r to aal.ndlr y..r with th.t r.t. announced by thtl PI. Dlpart"nt (If R.vanu.. Th. appl1cabh Jnterllt retll for 1982 thr'ough 1994 11'11 IHTEREST, ~ Interllt Rate Dath Internt Flet!!! :!!.!r Internt R.te DIUy Internt Factor - 191! 20~ .000541 19S6 10% .ooom 19S! 16lc .000451 1981 9X .000241 1984 1IX .000501 1985-1991 IIX .000101 1981 Il~ .000156 1992 9X .000147 1991-1991 1." .000192 --Inter..t I. onlcul.t.d I' 'ollow'l INTEREST . BALANCE OF fAX UNPAID X NUNBER OF CAYS DELINQUENT X DAILY INTERtsT FACTOR --Any Notte. tllutd Ifter the tell bloOlMl. Otllnqulnt will refllct In Jnttrt~t clloultUon to flft.In (1$) dlVI b.vond tht dlt" of thl '"lIllIMt. If Ply..nt h IIdl Ift,r thl Interut COlputlUon d.... 'hown ~ the Notte., Iddltlonll lf1terllt IUlt bl o.1cul.tld. I' i/ I I I ! i \ I I !\ , ~ II :.1 I' 1/ -'_..' . ...., .......' .-...... .~ , 3-/31 -/3 E . , ,', ., , ESTATE OF DOROTHY M. BISTLINE 1994-00207 FAMILY SETTLEMENT AND FINAL RELEASE C between C' ,l/., '" "I ,.1 .." ',: "') , .,..... !!~ '" . ,.\ JACOB B. BISTLINE and DELORES A. BIBT1,INE heirs of the Estate of DOROTHY H. BISTLINE and DELORES A. BISTLINE, Executrix of the Estate of DOROTHY H. BISTLINE WHEREAS, DOROTHY M, BISTLINE, late of Newville Borough, Cumberland County, Pennsylvania, died on February 6, 19941 and WHEREAS, the Last Will and Testament of DORO'fHY M. BISTLINE dated February 22, 1973 was probated on March 8, 1994; and WHEREAS, Letters Testamentary BISTLINE, on March 8, 1994; and were granted to DELORES A. WHEREAS, at least 4 months has elapsed since the first advertisement regarding grant of letters testamentary; and WHEREAS, the said Executrix has gathered the assets of the estate of the decedent consisting of both real property and personal property, for a total value of $ 71,411.98 as more fully set forth herein, which is a statement of account of the said Executrix; WHEREAS, the debts and deductions, including the inheritance tax in the said estate, is $ 15,626.67, balance for distribution of $ 55,785.31, more fully herein; payment of leaving a set forth NOW, THEREFORE, WITNESSETH that we, the said DELORES A. BISTLINE and JACOB B, BISTLINE, in consideration of the above and intending to be le~ally bound hereby, do hereby acknowledge that they have this day ~eceived from the said Executrix, in full satisfaction and payment of all sum or sums of money, legacies, bequests and devises as are stated under said last will and testament, the assets listed in the schedule of distribution, and do hereby bind themselves to the Accounting and Schedule of ,Distribution attached hereto and does relesse the said Exeoutrix, DELORES A. BISTLINE, from any further liability. '< . , IDlrrent Value < 17. 1977 Buick Regal automobile Serial #4J67C7H180446 18. Miscellaneous personal property I 19. Erie Insurance Group - car insurance rebate 20. Internal Revenue Service - tax refund 21. Pennsylvania Department of Revenue - refund 22. Pennsylvania Department of Revenue - property tax refund 23. Cumberland Valley Co-Operative Assooiation - dividend check 24. Pennsylvania Department of Revenue - refund of inheritance tax (To Be Received) Total principal receipts DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 3/14/94 NWSA - water & sewer bill $ 92.00 3/14/94 pp & L 98,68 3/14/94 United of PA 21.36 3/15/94 Greentree Insurance 116.00 Company 3/16/94 R & A Bender, Inc. - 37.60 < trash removal 3/16/94 Betty Hockensmith - 21.60 1994 county tax 3/16/94 Betty Hockensmith - 190.32 1994 county tax Page 7 .fiduoiary Acauisit iQll Value 300.00 837.00 146 . 00 112 . 00 31.00 131. 70 136.60 673.91 $ 71,144.69 " Current Value 3/23/94 United of PA 42.81 3/26/94 PP &. L 96.49 4/18/94 NWSA 67.46 6/06/94 Carlisle Hospital 90.00 Acct 17348066 6/26/94 R &. A Bender, Inc. 39.00 7/12/94 NWSA 100. 18 9/20/9.4 Delores A Bistline - 36.00 reimbursement for payment to Clinton McDonald FUNERAL AND BURIAL EXPENSES 3/16/94 Egger Funeral Home . 4,626.00 71.02 4/04/94 Wayne Nosg Flowers 9/20/94 Delores A. Bistline - 20.00 reimbursement for payment to Rev. Jeff Kettering FAMILY EXEMPTION 9/20/94 Jacob B. Bistline 9/20/94 Delores A, Bistline . 1,000.00 . 1,000.00 ADMINISTRATIVE EXPENSES 3/14/94 Cumberland County . 129.00 Register of Wills - probate ' fees 3/14/94 Cumberland County Law Journal - legal ad 40.00 Page 8 Fiduoiary Acauisi tion Y.AlM . 1,038.29 " . 4,617.02 .. 2,000.00 , 1,',.,,- ""..';"_,. FiduoiarY Ourrent Value ~ ~W . 3/23/94 Oumberland Oounty 9.00 Register of Wills - short oertifioates 3/28/94 Oumberland County 6.00 Register of Wills short oertificates 3/30/94 Newville Postmaster - 6.38 Registered mailing of stock certificates 4/16/94 Penn Dot - transfer of 19.00 vehicle 4/16/94 Bonnie Sholley - Notary 12.00 fees 4/18/94 The Valley Times-Star - 32.60 legal ad 4/18/94 Cumberland County 3.00 Register of Wills - short certificate 4/21/94 Arthur W. Rife - appraisal 36.00 for personal property 6/04/94 Cumberland County 16.00 Register of Wills - filing of inventory '.' , .., 6/10/94 Sailhamer Real Estate - 76.00 appraisal for real estate .6/11/94 Cumberland County 3.00 Register of Wills - short certificate 6/13/94 Cumberland County 16.00 Register of Wills - filing of inheritance tax return 9/20/94 Cumberland County 17.00 Register of Wills and . Cumberland County Recorder of Deeds filing of Family Settlement Agreement Page 9 ,::""""'- ,,:r.,. '. ". ' ;.,' ~"'.f ,.,.....~.'./', ~:;~L~:.:.; i.:.',j'''''_hllJ;'t'-''''Hj'1~'''l4-''1'fi''~'''I'' \ ", \',I, ,,'.."r "','11';,'" ./,;' ,. " . . DELORES A. BISTL1NE, Exeoutrix of the ERtate of DOROTHY M., 'BISTLINf., deoeased, hereby deolares under oath (penalties or perjury) that she has fully and faithfully discharlled the duti.es of her office; that the forelloinll Family Settlement Allreement is true and correct and fully disoloses all sillnificant transacti~ns oocurrinll durinll the accountinll period; that all known claims allainst the estate have been paid in full; that, to her knowledlle, there are no claims now outstandinll allainst the estate; and that all taxes presently due from the estate have been paid. ~~-IA ~ L6~ D L RES A. BIS LINE, Exeoutrix : , Subsoribed' DELORES 1)1. this JO 1994. and sworn to by BISTLINEs;efor% me day of. /Jt?-.., 1-_ NO"'ll. SEAL. ~k~'", L. W.bber, Jr., Net.., "'\11 tl.....IIl. ...., C""'bo,I.... c..tt ..., t......lI11.. bplrll April 20. ,ft. ,"'r " ' ,." " " 'I , '-', , . ,I " . .. o! 0' " , . '. , i .' " " , I I,. . ! . ,I,' " ,. " ',., .' ,r: Palle ui