HomeMy WebLinkAbout95-00941
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Your lletltloner(!9, who i,llIle 18 )'ell" of liKe mohler, IIppl..1e8_.._ I'm lei":" of IIdmlnlMrllllon
0".____.__..._ on Ihe e'lIl1e of
{d.h,II.; ~nllcnlc lilt': lluflUllC llh..ClIlill: lhllilllh.' millllli"'H.')
Ihe IIhove deeedem.
Deeendenl WI" domiciled III delllh III -.!illm\!!l.r.lnml-..--- COIlIlIY, l'ellllsylvlIlIllI, with
h is last flllllilyor prlllcip"1 resldellee 1I1.-J...CirJ;.lI:JlJ:iv.c.._tliddlcacx.JwP-. .
Carl isle. FA 11i~1 Hm:I, IIlImher IInd l11uuidrlllil)')
November 23
Deeelldelll, Ihen ..62 yell" of liKe, died
at ~ r.i r~ 1" nci.vc..-C4r.l!a.1Q.,-P.A
,19 95
\
I)ETITION I'()I{ GHANT ()Ii I.ETTEHS OF AUMINISTI{ATION
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No.
To:
..021 ~. 9J5.:9Y.L.
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Sod<l( S"('lIrll)' No, JDA-.zh~.9JL._-...._.....
--~_.-- ~-_.-~~_.-~--"--
lIeKi,ler Ill' Will, 1m Ihe
COnlll)' Ill' ..Cumberlalld _"'. ill Ihe
Comnllll",ellhh of l'ellll\)'I"lInlll
The pelltloll of Ihe IInde,siglled le'l,eelflll\)' represellls Ihllll
\Jeeelldelll at delllh ow lied properlY wllh eslhnllled \'lIlue, liS folllow"
(If domiciled IIII'll.) All persollllllllopert)'
(If 1I0t domiciled III I'a.) I'ersolllll properlY ill I'ellllsylvllnlu
(If not domiciled In I'll.) I'ersonlll property ill CounlY
Vlllue of leal eslate III I'ellllsylvllllla
sltualed as follows:
S 100,000.00
S
S
S
I'ellllonel_ after a proper ,earelt Ita_"'eerlltllled tlllIl deeedelll IeI'I 110 will alld WII' survived by
Ihe followillg spou,e (If IIny) alld heirs,
NlIIl1e lIellllloll,hlp Resldellee
william G, Big er Brotlter 5 circle Dr., Carlisle, PA 17013
JUlie A, Bigler
Sister
5 Circle Dr.. Carlisle, PA 17013
Clarke A, Bigler
--
Brotlter II Birdie Lnne
_.----- _R.ea<!!.IJg.--1~A 19607
THEREFORE, pelilIOller(s) respeclfully requesl(') Ihe glUllt of lellers of IIdminlsllUtloll ill lite
approprlale form 10 Ihe Ullderslgned.
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William G. Bigler
5Circ1e Dr.
Carlisle, PA 17013
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OATH OJ<' PERSONAL REPRESENTATIVE
COMMONWEALTH 01<' PENNSYLVANIA
COUNTY 01<' CllflllEllI,^NIl
} 58
The petllloner(s) nbove.named swear(s) or IIrlirm(s) Ihal Ihe
statemenls In Ihe foregoing pelltlon ore true and correcl to Ihe best
of Ibe knowledge and belief of petltloner(s) and thai 05 personal
represenlallve(s) of the above decedent petltloner(s) will well and
truly administer Ihe e51ate according to low.
y 1",i('9 ", jJ ", '1(:..)
WIllIam G. IIlgter
Sworn 10 or arlirmed l.l11ld subscribed J
before me Ihls J I H day of
llecember 19 95 . (
'J" (' < ---t'7' . f '( I'
Illt'l .r,.. I I ~.l ,... '(..... t I
'I Reg(sler L
MARY C, LEWIS
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No, 21 . 95 . 941
Estate of.
GEORGE W, IIIGLER, JR.
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW December 14, 19~, In consideration of the petition on
the reverse side hereof, sallsfactory plOof having been presented before me,
IT IS DECREED Ihnt Wi II inm G. lIigler
Islare entitled !o Lellers of Admlnl5lratlon, and in accord with such finding, Letters of Admlnl5lratlon
ore hereby granted to
Willinm G. lIigler
In Ihe eslate of
G~orJtC'! \L niulpr, Jr.
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FEES
Letters of Admlnl5lrallon ..... S 200.00
Shari Cerllficates( 1 p.... .. .... S 30.00
Renunciation".,............ S 10.00
JCP S 5,00
liOT~L S 245,00
Flied ....Q~~.E.~~.~..1.,..-:A.D. 19 95
, Sup, CI.I,D. ND,)John8on III 16453
17013
ADDRESS
717-243-0123
!'1l0NE
Letters and order put in attorneys file in Prothy. on 12-14-95.
~IA&.L:-07~ jh.obo_b- jJL- ;-'1.,,';'; 7- cJ. tJ..' 'i~ ;J 35-:- DD
21 - 95 - 941
RENUNCIATION
In Re Estale of
George W, Digler, Jr.
deceased.
To Ihe Register of Wills of
Cumberland
Counly, Pennsylvania,
,i
,
I
The undersigned
brother
of
Ihe above decedent, hereby renounce(s) lite right 10 admlnlsler Ihe estole and respeclfully ask(s) Iltal Letters
of Administration
be Issued 10
William G, DiRler
WITNESS
my
:n.
hand Ihls 1/ day of December
,19-21-.
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(Slanol ,
Clarke A. Bigler
17 Birdie Lone
Reading, PA 19607
IAddress)
P-i
,.
ISlanOIUre)
(Addre..)
Sworn and subscribed to before me
this /lt4..day of December, 1995
')
IS/anllure'
,"-
(Address)
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"".:."-:",, ,: .':,' '1i1~2 5'1~4:,.COMMONWEALTH OF PENNSYLVANIA
D!'l~ AA.; ." ': .';,.'. . .00MUMlNTOPIIVINUI .
....,;., u. ,." O'flCIAL RlCII" . PENNSYLVANIA INHERITANCI AND ESTATI TAX
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RECEIVEO FROM:
a
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
JDliN5DN RONALD E
78 WEST PDMFRET STREET
101
"'37,000,00
CARl. ISLE , F'A 17013
lOllD"fll-
ESTATE INFORMATION,
1:1 FilE N MaER
III 21 -199:)-09/11 SSN
1:1 NAME Of DECEDENT (LAST) (FIRST)
~ BIGLER GEORGE W JR
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
204-eb-7932
(MI)
CUMBERLAND
DATE Of DEAlH
REMARKS
m TOTAL AMOUNT PAlO
$:37 , 000.0(1
PB
SEAL
WILLIAM G BIGLER
C/O RONALD JOHNSON ESQ
CHECK" 4
REGISTER OF WILLS
j 1. . ,1
RECEIVEO BY 'y) {IU, , t / 1/.. 1..;),.J,:'u
$I A . '
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MARY C. LEWIS .x,.1'''~ pry
REGISTER OF WILLS
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedentl (?I!t:7J""fr- u.J, g/fk/1 .n--,
Date of Deathl 1/ / 23!-9.1-
Will No. ~J - ?J"- a9'iL Admin. No.
To the Registerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the orphans' COllrt Rules was served on or mailed to
the Cl)llowi~ beneficiaries uf the above-captioned estate on
/-)/c~~r 1
Name
Address
I
-CJ~Y/cfO. A, r.3/~Jl!J'1 17 ,g,y.d/~)~kM. 1?6~7
.::r14n~~/I' 1t/f'lep .s- C'lfC!k ~)I'rl t:d}"I/.lk;, J<H 17tJI3
W//hdM. ~, diykp .~~/j/C/e .tJ/,,,,/'J.j~;J.,d:.,J9?J7()J3
Notice has now been given to all persons entitled thereto under
Ruie 5,6 (a) except /f./~ .!:)(f'.~/ll7rJ/lJ~
Datel
~/1~j,
( ign ture
Name~~~"~
ArIdress 7f' . ;tl; ~~,
GJ.I'//..jie" pA / 70/3
Te1ephonet7/1 .2-1/:J - tJ).?.3
WI "r,,! ;" I'
ve '"
lJr,ij':':" .',
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.'81::>
Capacity:
LO: \\11 (- NI1~ 96.
Personal Representative
-X-
Counsel for personal
t"epresenta t lve
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10 ," \: 1"':1I,~[)1:I
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JRD/June 30, 1992/17858
In Re: Estate of George W B 1 g 1 er Jr
Late of MIDDLESEX TOWNSHIP
Estate No.:
21 - 95 - 941
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
No.
NOTICE OF FAILURE TO F1LE CERTIFICATION AND REQUF.ST TO
CONDUCT A HEARING PURSUANT TO RULE S.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Wi 11 iam G Bigler
Counsel for Personal Representative: Rona IdE. Johnson Esq
Date of Grant of Original Letters: December 14, 1995
Date of Delinquency Notice: March 26, 1996
The undersignrd, Mary C. Lewis, Register of Wills, in accnrdance with Rule 5,6, Supreme Court
Orphans' Court Rules, herehy notifies the Orphans' COUrl Division, Court of Common Pleas of
Cumberland County, that neither the above named personal reprcscnralive nor the above named counsel
for the personal representative have filed with the Register uf Wills or Clerk of the Orphans' Court his,
her or its certification required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills
on March 26, , 19..!!.fi and that tile len (10) day notice 10 file the certification has expired.
Accordingly, in accordance with Rule 5,6(e) the Court is herehy notified of such delinquency and the
undersigned requests that a Court conduct a hearing 10 determine whether sanctions should be Imposed
upon the delinquent personal representative or counsel for the ddinquentl?,ersonal representative,
.~I? Jf;,i' tiLl 6~ ~
Date: Apr 11 9, 1996 ,l ' : ," I 'f.{} J!'''. ct:.?71 Lt' l " - ,
Mary ,Lewis, Regislel of Wills
Distribution: Personal Representative
Cuunsel for Personal Representative
Estate File _ ~'/ .
A HEARING IS SET FOR uul\/.f.... ~L VJ
IN COURTROOM NO.1,
IF THE CERTIFICATION OF NOTICE IS FILED PRIO TO THE HEARING 0 TE THE
WILL AUTOMATICALLY BE CANCELLED, /' , ~/
. . (t \ f 'Lt
01-; (\ ,\ b" l ,A le'. ~-.; -'1 tc HAROLD E SIIEEL Y
AT
/I ; 00 A, (I) .
HEARING
COMMQUW(AtHIOf flIWl!ll'tV.u4,A
OIPAIlTM(tH 01 llIV(t4UI
Of PI 2110601
HAU'UUJlO.'A 111l10M1
DI(ID-'t~i";-';A"'f 11-;:;' 'l'~'. Mdl....(ILJllltl.IIAII
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,,' ..""'~';~""." "0'''' ...~':'.:.~:~. "','''' 0" TOC'" "'0"" """'"
t.R 1. Original Return I J "1 Supplem..ntol Relurn
fJ.4. limited hlote I I An ruture Inlefe.1 Compfami.e
110' dote. of dealh oller 12.1"1.8"11
06. Oecedent Oied h.tole () 7, Oecedenl Mninlained n U...ing ftu.'
(Anach copy 01 Will) IAtlQ(h (Opy of Tru'll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BI DIRECTED TO.
N,lM (0""11 f MAllltm AO[JlfU
R(V.I.s~n.119<o1
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blflS
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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Ronnld E. John!'.!)!lL~!,q...
TIImtONI NU"'.U
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i fOR DAIlS Of DIA'H AnlR 12/31191 CHICK HIRI
If A SPOUSAL .
POVIRTY CRlDII'S ClA'MID I]
flU NUMIlR
! I-I) 1-9/. I
ICOUN'V COOl
(llrllllt/I\{O""II'I 'ClU'!\\
YEAR
'~UMBER
!dJ1
'4.3::.l)J~;l~==_.~.
". ci 1"(" It' ))1' i VI'
ell r' i " I,'. "A 170 I 3
("""f' \;umucrllllld ... ..---.--....-.-
A~(JlJt.r '1(:.I~I_~~~I.:.:~4.~_:.:~OP.\1
! ] 3 Remainder Relurn
(lor dole. 01 dealh prior 10 12013.821
r I ~. fed.ral E.lole To. Return Required
L8
folal Number of Soft Oepolit Bo...
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I. Real htole (Schedule A)
2. Sloch and BondslSchedule 81
3. Clo.ely Held SlocUPartne"hlp Inl,re.t ISchedule q
4. Morlgag.. ond Noles Recei~obl, ISchedule 0)
5. COlh, Bon~ Oepolih & Mluelloneou. Perianal Property
(Sth,d,l. EI
6. Jointly Owned Property ISchedul. f)
7. Tron,le,. ISchedule G) (Schedule l)
B. Tolal Gran Anets 110101 line, 1.1)
9. Funeral Eapen..., Admlni.tralive Co.'" Mi.cellaneou.
Eapen... (Schedule HI
10. Oebll, Mortgage Uabilltie., UenllSchedule II
II. Tolol Deduclion' (Iotal Une. 9 & 101
12. Nel Value of hlat. (Une 8 minu. line 111
13. Charilable and Governmental B.que"1 ISchedule J)
14. Net Value Subl'ct 10 To. (line 12 minu. line lJ)
15. SpoulalTronl'e,. (fal dole I of dealh aher 6.30.9A)
See In.!ructionl 'or Af,plicable Percentage on Revene
Side. (Indude valu.. rom Schedule K or Schedule M.I
16. Amounl of line 14 ta.able 01 6% role
(Indude value, Irom Schedule K or Schedule M,I
17. Amounl of line IA to.able al 15% role
(Include value, from Schedule )( or Sch.dule M.)
18. Princlpolla. due IAdd 10. from line' 15, 16 and 17.}
19. Credih Spoulal Po....rly Credil Prior Poymen"
_ + ..3 7.,000_ 00
78 W. ""mfrd
Cnrl i A'''. "A
Street
17013
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III
121
131
1'1
151
. ..Q],833.61..._.
. _.....62,828. 2L......._._
161.._--96,.701,.03_.__
(71 _25,047..52___._
(91 _........!.'!...174~00
(101
(81
278,413.37
(II) 14,174.00
(121 _2JL4,2.J.2~.17
(131
(1'1
2.M..,.212.37
(151
116)
(171 ... 261t.239.J7
__)(._~1I
)( ,06.
)( .15 .
.39.,635...91._._ __
Di.count
L__.L,947...J7. -
(I81.__.~.2...."35. Qt
. __....1_1!.., Q4 7 . 37
Inlllllllt
~
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20. If line 191. greol.r than line 18, en'er the difference on line 20. Thil illhe OVERPAYMF.NT.
aD
(19)
120)
Chpck horo if you are roquolllng 0 rofund of your avorpaymont.
688.54
1211 ______.____._._.._.
(21AI ........_..____.
(2161 .._____.__688..511__
21. If line 18 h glloler ,hon line 19, enl.r Ihe difference on Line 21. Thl. I. the TAX DUE.
A. Enler Ihe inler..1 on Ihe balance dUll on line 21 A.
8. Enler 'he 10101 01 Line 21 and 21A on line 218. Thi. h th. BALANCE DUE.
Molle Cheel. Payable tOI Regl".r of Willi, Ag.nt
~,'- ~~ BI SURI TO ANSWER ALL QUESTIONS ON REVERSI SIDE AND TO RECHECK MATH <I( <I(
Under penalll.. of perjury, I dlldare ,hal I have lIIamined thh relurn, Including occompanrlng "hlldule. and Itatemen", and 10 Ihe be.t of my ~nowledge and belief,
II II true, carll" and complete. I declor. Iho' 0\1 real ..Iole ha. been reporle,f 01 true marht value. Decloralion of prepare' other Ihan 'he pe"onal repre..nlalive h
bo.ed on olllnlormalion of which pre parer hot an)' ~nowledge.
~IONAtuIE Of 'II\ON IUPOU\lltt 10' IIllNG IIlfu.t~ ,,[JOIU~ --------.-- OA!J. h1~'~ _
5 Circl" Dr. ~~~,
- -----------.iifiiin---.C~r-l i R-lw-,~PA-.-170 I ;l---.------ ---------- OA'~ I:. Ph
_ _ --'::~r\:i ff i:I:'f~~~ ~~;lI3-'-' ..f/J.~fL-_
Act #48 of 1994 provldel for the reduction of the talC ratal Impaled on the n.t value of trondell to or for
tho UI. of tho spOUle, The rat.s 01 prelcrlb.d by the Itatute will b.,
. 3% (.03) will b. appllcabla for astatel of dec.danll dying on or altDr 7/1/94 and b.lore 1/1/96
. 2% (.02) will b. applicable for eltalel of dec.d.nll dying on or ofler 1/1/96 and b.fore 111/97
. ,% (.01) will be applicable for eltalel of decedenll dying on or alter 1/1/97 and before 1/1/98
. Spousal tranlfers occurring on or alter 1/1/98 will be elCempl from Inheritance lalC.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1, Old d.ced.nt make a transl.r and:
a. relaln the us. or Income olth. property translerr.d, .......................................................
x
b. retain the right 10 d.slgnat. who shall use the property transl.rred or ils Incom., ..............,
x
c. retain a reversionary Interest; or ...................................................................................
x
d. receive the promise lor life 01 either payments. b.nelits or care9.......................................
2, II d.ath occurr.d on or belore DDc.mber 12, 1982. did d.ced.nt within two y.ars prec.dlng
d.ath transl.r property without receiving ad.quat. consld.ration' /I d.ath occurred alt.r
December 12, 1982, did d.ced.nt transler property within one year 01 death without rec.lvlng
ad.quate consideration'.........,................................................,...,....,...............................
x
x
3. Old d.c.d.nl awn an 'In trust lor' bank accounl at his or h.r d.ath'......................................
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE,SCHEDULEG AND FILE IT AS PART OF THE RETURN.
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UlAYE OF
GEORGE W. !lIGI.lm, JR.
STo~i~ ~DNu~~~~~~_...._j_.
----.-..-. --"-~--._'---~---'------FliE NUMBER
.. ......_-.._._--
.-----.-._-----
,IlV.1503 fll+ 1..161
-!jj.
COMMONWEAltH Of '(NN~'flV"'N''''
INH[ltITANCf f.... .(tUIN
IUtDIN'DfCfD(Nf
21-95-941
(All prDp.r1y lolnIIY.Dwn.d wllh Righi of SurvlvD"hlp mUll b. diIClo..d on S,h.dul. F.)
ITEM
NUMBER
1.
OESCRIPIION
VALUE AT OATE
OF OEATH
Tnvestment Account No, 601-41120-01-1846 -- J.egg Hoson Wood
Walker, Inc. (See letter attached)
70,286,23
2,
494,393 Shares Van Kampen Merr! t t
11/22/95 Price per share. $14,72
11/24/95 Price per share. $14,73
494,393 Shares x $14,725 .
(See attached)
7,279,94
3.
344.682 Shares Delaware Fund
11/22/95 Price per share. $20.43
11/24/95 Price per share. $20.46
344.682 Shares x $20,445 .
(See sttached)
7,047,02
4.
860.114 Shares Prudential Muni Fund @ $10.72 per share
(See attached)
9,220,42
TOTAL IAI,o enler on line 2. Recapitulation)
(If more space is needed, inse,' additional sheers 0' somlt sin,)
S 93,833.61
.
JAN 1 3 1mm
Legg Mason Wood Walker. Incorporated
64 South Pitt Street Carlisle, PA 17013.3210
7/1.258.43$3
M,mb" N,.., Yon Srod (uh,ng',lnt/M,mb" SII'C
January 10, 1996
Andrews & Johnson
Attn: Ronald E. Johnson
78 W. Pomfret St.
Carlisle, PA 17013
Mr. Johnson:
As per your request, here is the information on Mr. George W.
Bigler, Jr,
George W. Bigler, Jr.
Acct' 601-4120-01-1846 Opened 10/14/91
000 Value: 192,23 Cash Reserve Trust 1,0 $ 192,23
. 500 sh Duff & phelps Utility 13.2 6,600.00
10,000 FHLMC 6.5\ 12/15/23 91.7 9,170,00
24,000 FNMA 7,5\ 4/25/21 102,1 24,504.00
106000 IBM Step 8\ 2/21/00 101,1 10,110.00
50 sh PP&L Resources Inc. 23.3 11,650.00
200 sh RJR Nabisco Pro 9 1/4\ 25.2 5,040.00
200 sh Washington Real Estate 15.1 3,020.00
Total Value $70,286,23
A. Bigler & George W. Bigler Jr,
Opened 02/11/92
William G. Bigler & June
Acct' 283-7706-01-1846
DOD Value: $15,000
William G. Bigler & June A. Bigler & George W. Bigler Jr,
Delaware Group - Delchester Fund A Class
Acct' 5245058820 (Networked in above Jt, Account at Legg Mason)
000 Value: $30,191,29
All that we require for the Joint account will be a Certified Death
Certificate. For the Estate account, we will need a W-9 form
completed, a Certified Death Certificate and a Short Certificate.
If you need any further information, please call.
Sincerely,
~ 0. P\N~
Richard B, Pursell
First Vice President - Investments
RBP/bjm
encl.
FEB 2 9 1996
Irw,NEWBOLD'S SON & co,
C5TABLISHCO "'4
W.II, Newbold's Son & Co,
Division of Fahnestock & Co, fnc,
19 Brookwood Avenue
Corllsle, PA 17013.2957 .
(717) 249-2818
(717) 697.2878
(800) 992.2818
(717) 249-9325 FAX
Atembel'l of All
PrIncipal Exchanges
February 28, 1996
Andrews & Johnson
78 West Pomfret Street
Carlisle, Pa. 17013
Alln: Ronald E. Johnson
RE: George W, Bigler, Jr,
DOD: 11/23/95
Dear Mr. Johnson:
Listed below are dote of death values for the above mentioned estate. The date of death
was a holiday so we are providing November 22 and November 24, 1995 prices for the
securities Mr Bigler held,
1. Type of account: Cash
2. Account number: Van Kampen 40-455878-1
Delaware Fund 5020040478
Prudential Muni no account number
3, Name on account: George W, Bigler, Jr,
4. Single nome only
5. Balances listed below
F^RtvIlR'i~ '
TI(USI~
'h'\"''''II'f~''!-oI",~ 1"l.11\...Z....1
tll.IrJ.'.I\,,",)h...,,,,,'jIl,II\
Taxable Interest Reportable on Form 10!)!}
(1'0 be cOlllpleted only IUolnllnlere.ll. $10.00 or IIrenler)
Omclnl U.e Only
Ilnte Entered:
lIy:
SeCI":
E 80nds " E 80nds 1m Bunds " I~E Bonds
l~ace Amount Issne ('rice Redeemed Issue ('rice Uedemued
$26,00 $18,7(; IDI $XXX
$(;0,00 $:17,IiO ~~ $2(;,00
$76,00 $66,2(; .$:JU,O
$IOll,OO $76,Oll $IiO,OO
. $200,00 $llill,Oll $100.00
$1i00.00 $:J7Ii,OO $2IiO,Oll
$1,0011.1l1l $71i0,OO $5011,Oll
$1i,OOO,OO $:J,7(;O,Oll $2,(;Oll,Oll
$lO,OOO,Oll $7,lillO.00 $1i.Ollll,llll
l'lense give current nddress (not necessnrily $21i,Oll
the nd~~2bon~dS') ~ " ~.O., '\ ~~~'gg
~:~~::ss: "S..- , ',-" Ie ~r, $IOO,110
_ ~~ ~l(.~~~t{./p{
~()~'-~~~b~
rf\~
C,~. ),
~~
. Impol1J\l1t: Musthnvc name nnd 80cllllsccurlty numher
of IlerMan clUlhlng hond" for reporting IntcrcHI.
8.S.N.:
Date:
Office:
Teller ":
ComIlleted \)y:.
UNOUt PlNAUIU 0' P[RJUAY I CEAllrY TIlAT THE ABOVE NUMOlR II MY conNECT tA,.PAnR
IDENTifiCATION NUMOER.
UHDU' PEHALTln Of P[".IUM I CUTlfY 'liAr I AM HOT 'UBJECT TO OACKUP Wll'IlUQlUINO,
lITHER I[CAUSE I "AYE HOT aUN NDl'IflED nlAT I "M'UO.lECT TO BACKUP WITH!tOLOIHO AS A
nnUL TOf A fAILURE TOREPOAf ALLlN1[AUT OADIVIDENDI.On THE IN1[RHALnEVENUE SERVICE.
HAS NOTIfiED ME TftAT I AM NO LONO[A IUSEeT TO BACKUP WITftftOLDINO.
Cu.lomerSlgn.lure W~ fj. ~" Il-DII1
'.' .
.'
. '.. .~. "
'.'\';!.;"':
. ....'.,...;.
::.""
,.
....
"
'" '.'.: '. :? I.
Freedom Shares
Face Amount
"
Uedeemed
Issue Price
$20.25
$40.50
$60:75
$Sl.OO
Interest Computation
1. Tolnl nmount received $ J ~ I ~ 119'1
$~
$~/d~1
2. Tolnllssue cost
:\, Intere.t
(!.Ine lie.. Llue 2)
......
".
,
"
. '. . ~
.,'
"
JAN - 3 1Qqh
FARMERS mr5iiI
TRUST__
December 22,1995
Andrews ~ Johnson
78 West Pomfre! Stre~t
Carlisle, PA 17013-3216
Re: Estate of Georee W Blnler, Jr SSN 20.-26.7912
Date of Death: Nov"mb"r 23, 1995
Dear Mr, Johnson'
In answer to >'our r"'1uest concernlne accounts own"d. olthor
separatel>' or Jointly, by the above refor(!n,,,,d decedent and lhe
balance In each accounl as of the dato of dealh, u'e hUI'o checked
our records and are submittine the followlne informati"" in
dupllcato. We suneost that >'ou file one of the,a' lelters attach..d
to the Pennsylvania Invontnr)' forms (RCC) to substantlat.. th('
balance ynu report.
Note that we have shown the correct reelstration for each account.
Also, interest accrued to tho date of death, II any, is listed ilS
a separate fieure.
Checklne account 113873.7 was orielnally opened 6/12/87. The
v account was Joint between William G Bieler or June A Bieler or
Ceoree W Bieler Jr. The balance as of 11/23/95 was $88,007.93 plus
$78.63 accrued Interest for a total of $88,086.56. The account was
a Money Market Accounl carnine Interest l'n a blended rate as
follows: iess than $2,500 2.50'l." 2,500 - 9,999 2.75'l.,. 10,000 -
100,000 ',\. ooq"
Chocklnu aeC/JUllt "'.~~l:lOHl \\'a~: nrIuIIH\lly f){H'Il,d t./17:Sl\, 1''''.
account was lilled ill GI.'()J'U(' W l.3iult:>,. JI"S IH1JIl'! al'-'fl('. Till) h\llal1r:r:>
as of 11/23/95 "'as $1(, ..53. 59 1'1 us $20.25 lI':':l'ul'd illll'!'es l I','r II
total of $16,.73,8.. The account was a MOil'.'>' Market AC...nUlIl
carnine intorest ')11 I. bl':lIdt'd rate as Ir.>Ilow,,: loss Ihall $2,500
2.50%, 2,500 . 9.99? 2.75'1:.. 10,000 - 100,000 3,00"'.
Christmas Club accoullt 11222.008607 was orielllnlly "I'o,wd 11/2/90,
The account was tlt!('o in G"oreo:: W niB!er Jr', nam., illon.... TI"..
baJnncl! a!i of 11/23/95 \.Va!; $20.00 plus $.03 accf'lJ('d l"l('r('~;l ['JI' a
total of $20.03, TlIIJ acc.)unl was carnine 2.75'\, Inl"r"sl at 1I".
tlmo of d.:ath.
Wo did have a saf.. deposit box at our North Mlddl':lnn Offlco 1139.
The box was joint betwr:en Gr:"ree W Bleier Jr rH 1ulI" A Bll:I.'1'.
Sinceroly,
}//'I-'''' Li.~:."j ) ) VI~ ,'J"d
t~nrell TomaSS('lH!
One V\b;l High S11'l'ct r.o.Uox 220 Carlisle. ~nnsylvania 170B (717)24.hm2
FARMERS
TRUST
One ,^~sl High 51 reel r.Ol3ox 220
Carlisle, Pennsylvania 1701.'
011. Oeccmber 29. 1995
Andrews & Johnson
78 W. Pomrret St.
Carlisle, PA 17013-3216
.
Re: Esllt. of, George W. Bialer 204-26-7917
Date of Death
11/23/95
D.u Mr. Johnson
In answer to your "quOIt concerning aeeounll own.d, elth" ..p.rltely or Jointly, by
Ih. Ibov. refereneed dec.d.nt Ind the bolane. In lIeh Iccount &I of the dlt. of
death, w. hev. ch.eked our records Ind II't Nbmllllng the foUowlng Information In
dupllelt., W. Ngg..t thst you rue one of th... lell.1I IlIaeh.d 10 the Pennsylvllllo Inv.n.
tory form. (RCCI to NbslAntJate the bsllllC. you rlporl.
Not. thlt we h.ve show" the correct ,.glstratlon for IIch aeeount. Also, Inl.....t seCN.d to
the dat. of duth, If any, Is listed as I "pUll. fi'lUrt.
Very lnlly YOUII,
fk;d x!J,xll~
Certificate 79778 was opened 5/5/89 Cor $25,000.00.
The value as of 11/23/95 was $35.550.11. The
reportable 1099 interest for 1995 up to the date
of death is $1,844.36.
Doris Goodhart
eO/IRA dt'pt.
The certificate is registered to William G. Bigler or
June A. Bigler or George W. Bigler.
fEB Z 'J ~9gb
@
Mellon Bank
"'rllnn llank, N.A.
MI-lIun I\unk C,'utt'r
l'III~.. 7HIIII
1'1111..11'11'111., I'A 1\IIIII,7HIIII
(215)553-0522
January 17, 1996
Ronald E. Johnson, Esq,
ANDREWS & JOHNSON
78 West pomfret STreet
Carlisle, PA 17013-3216
Re: Estate of George W, Bigler, Jr,
Dear Mr, Johnson:
In accordanee with your request, the following information is
provided as of November 23, 1995. Please see attached letter.
please contaet this department if you have any questions,
Sincerely,
~~ xt~/J~vj'
Mellon Bank, N,A. U
written communication (199-5380)
p,O. Box 7899
Philadelphia, PA 19101-7899
PG/dmd
482
SCIIEDUl.Il F -- JOI NTLY-OWNEU I'ROI'IWTY COlltlnued
Item Uecd's
Number Letter Uate DeRcr! pt lOll Value % Int. $ Value
6. MB 2/ \I /92 Investment Acct. No,
52/,5058820 (Dc Inware
Grollp-ne I ches te r ~'und A
Class) Lellg NaRolI Wood
Walker, Inc. (See Itr,
attached to Sch, B) 30,191.29 1/3 10,063.76
7, A&B 5/17/86 Checking Acct. No. 192-
110-7379-Nellon Bank (See
Itr, attached to Sch. E) 5,869.37 1/3 1,956,46
TOTAL $ 96,704.03
MEMORANDlIM
To:
William Biglcr ami Junc Biglcr
5 Circlc Drivc
Carlislc, I'A 17013
~,.K
I
Frum:
Raymond C, lIain, Agent r:l.
Ccntury-21 I'iscioneri Reully, Inc. VI
3315 Market Slreet, Camp llill, I'A I';JII
Suhject:
Compamtive Market Analysis
5 Circle Drive
Carlisle, I'A 17013
Date:
January 16, 191)6
The allached information is Not an Appraisal. II is II computer program analysis using real
estate sales where the properties have similar chamcteristics i.e. number ofbalhs, bedrooms, etc.
Adjustments arc made to the individual properties where the individual characteristics differ in
an allempt to make tllem equal and thus present an estimated value for the subject property ba.'iCd
upon actual sales. This procedure is used hy reallors in an allempt to assist a seller in selling
a realb1ic selling price for a property.
The properties used for this analysis are all located in Middlc.~ex Twp.:
6 Oak Lane Drive, Carlisle, I'a.
45 Hickory Road, Carlisle, I)a.
III Sheaffer Road, Carlisle, I'a.
17 Circle Drive, Carlisle, I)a,
7401 Wertzville I~oad, Carlisle, I'a.
Current Sales I'rices are provided tilr 4 otller pruperties located in Middlesex Twp. The listed
prices are likely to he high and tile properties willllll1 sell lilr these pricc.~; thus they are Illl1 used
for this analysis.
Adjustment values lilr certain differences betwcen the properties are taken into considcration and
applied via the computer analysis.'
The Adjusted Salc.~ I'riee lL~ indicated is $93,018 for 5 Circle Drive, Carlisle, I'A 17013.
I Oil Heat $2500, Hardwood Floors $2500, I'rupane Gas Heat $2000,
Vicinity of Truck I'la1.11 S12000, Living Area $20 JlcrlslJ ft, Uedruom 2500, Bath $3000, Gamge
$4000, Air Conditioning $4000, Fireplace $2500. Thc.~e valuc.~ are c.~timatc.~ only.
COMPARATIVE MARKET ANALYSIS
Dnte: Jan 16, 1996
prepared Especially for:
June Bigler & William Bigler
5 Circle Drive
Carlisle, pa 17013
Phone:
prepared by:
Phone:
MedlUl Ranqe Adj SUBJECl' COOARABLE 1 of 5 COOARABLE 2 of 5 COOARABLE 3 of 5
ADDRMS 5 Circle Drive 6 Oak Lane Drive 45 Hickory Rd III Sheaffer Road
PROXIMITY Carlisle, Pa, 17013 Middlesex Twp Middlesex Twp Middlesex Twp
style Ranch/Rubler Ranch/Ralbler Ranch/Ralbler Ranch/Ralbler
construction AlUI/Brlck Vinyl 0 Brick 0 AlUI/Brlck 0
Date Sold Aug 1995 974 Aug 1995 1,363 Jun 1995 1,478
Effective Age 30 9 (15,750) 26 (3,000) 26 (3,000)
Sq Ft Total 1,500 2,097 2,000 1,144
Sq Ft Haln 1,500 2,097 (11,940) 2,000 (10,000) 1,144 7,120
Sq Ft Up 0 0 0 0 0 0 0
Sq Ft Down 0 0 0 0 0 0 0
Pet Down Finished 0 0 0 0
Acreage/Lot Size 1 Acre ,71 0 1 Acre
Value of Lot $0 $0 0 $0 0 $0 0
Prlce/Sq Ft Inc Lot $69 (Adj Ave) $49 $60 $87
Prlce/Sq Ft Exc Lot $69 (Adj Ave) $49 $60 $87
BedroolS Total 4 3 2,500 3 2,500 3 2,500
BedroolS Haln 4 3 3 3
BedroolS Up 0 0 0 0
BedroolS Down 0 0 0 0
BathroolS Total 1.5 2,0 (1,500) 2,5 (3,000) 1.0 1,500
Baths Haln 1.5 2.0 2,5 1.0
Baths Up 0,0 0,0 0.0 0.0
Baths Down 0,0 0,0 0,0 0,0
Fireplaces 1 0 2,500 0 2,500 1 0
Air Conditioning Central Window 4,000 Central 0 Window 4,000
Garage 0.0 2,0 (8,000) 0,0 0 1.0 (4,000)
swilling Pool 0 0 0 0 0 0 0
011 Fuel Yes Elec/Wood 2,500 Coal 2,500 Elec 2,500
Hardwood Floors Yes No 2,500 No 2,500 No 2,500
Location Truck Pia Yes No (12,000) No (12,000) No (12,000)
Listed Price
5alesPrlce
ADJ. SALES PRICE
AVE OF COIlPS
$108,040
$102,760
$93,018
$112,500
$103,000
$68,784
Adjustlent
($34,216)
$119,900
$119,900
$103,263
Adjustaent
($16,637)
$99,900
$99,900
$102,498
Adjustaent
$2,598
All figures shown are estllates only, All Sq Ft are approxllate,
COHPARATIVH HAUKET ANALVSIS
Prepared Especially for:
June Bigler & William Bigler
5 Circle Drive
Carlisle, Pa 17013
Phone:
Date: Jan 16, 1996
Prepared by:
,
Phone:
HedlUl Range Adj SUllJECr COMPARABLE 4 of 5 COMPARABLE 5 of 5
ADDRESS 5 Circle Drive 17 Circle Drive 7401 Wertzvllle Road
PROXlHITY carlisle, Pa, 17013 Hlddlesex Twp Hlddlesex Twp
style Ranch/Rubler other Ranch/Ralbler
Construction AIUI/Brlck Frue 0 AlUl/Brlck 0
Date Sold Apr 1995 2,005 Jul 1995 1,040
Effective Age 30 30 0 30 0
Sq Ft Total 1,500 1,325 1,200
Sq Ft Haln 1,500 1,325 0 1,200 6,000
Sq Ft Up 0 0 0 0 0
Sq Ft Dovn 0 0 0 0 0
Pet Down Finished 0 0 0
Acreage/Lot Size 1 Acre 1. 08 Acre 1 Acre
Value of Lot $0 $0 0 $0 0
Prlce/Sq Ft Inc Lot $69 (Adj Ave) $82 $69
Prlce/Sq Ft Exc Lot $69 (Adj Ave) $82 $69
BedxOOIS Total 4 4 0 3 2,500
BedxOOIS Haln 4 3 3
BedxOOIS Up 0 0 0
BedxOOIS Down 0 1 0
BathrOOIS Total 1.5 3,0 (4,500) 1.0 1,500
Baths Haln 1,5 2,0 1.0
Baths Up 0,0 0,0 0,0
Baths Down 0,0 1.0 0,0
Fireplaces 1 1 0 0 2,500
Air Conditioning Central Central 0 None 4,000
Garage 0,0 1.0 (4,000) 1,0 (4,000)
Swilling Pool 0 0 0 0 0
011 Fuel Yes Yes 0 Propane 2,000
Hardwood Floors Yes Yes 0 No 2,500
Location Truck P1a Yes Yes 0 No (12,000)
Listed Price
Sales Price
AW, SALES PRICE
AVE OF COIIPS
$108,040
$102,760
$93,018
$125,000
$108,000
$101,505
Adjusllent
($6,495)
$82,900
$83,000
$89,040
Adjustaent
$6,040
Adjustaent
All figures shown are estllates only, All Sq Ft are approxllate.
IUHARRIS"
1m SAVINGS BANK
lIarris Sa\'in~s OIlNOllinll" Cl'nlt'r
635 Norlh I ~Ih SIIl','1
('<'lIlllyna. I't'IUI.ylvania (7(~t:l
7171731-14411
71717:II,OH5!I Fax
~ 15, 1995
l\rdrcws , Jc:hnscn
78 \>bit Pcmfret Street
Olrlisle, PA 17013-3216
GcorrJC W. Bigler,
The
information which you re~ue3ted cn th~ acco~t(s) o~
Jr. ~~ !)ocie.l Sc=u:~ty '# 204-26-7932
is a:I fo11o\ls:
Accou:t N~ber(s)
19-56-220342
Cl3.SS Dr tCCDU:l'~
1 Yr. Olrt.
Date Opened
10-28-92
PrinciJ::U. Balacce
$14,873.73
57.42
Ac:rued Inte:es~
=...la:lc eat '
Date of Death
14,931.15
AccOl:l1t
thmership
Name cr Joint
Owner, if an:!
Joint
Juoo A.
Biqlcr
!late Ownershii'
was Established
10-28-92
Additional In!or-
mation requested
Plcaso MIIC tho sutvi"", of this acxx:tJllt sign tro crclOGCd W-9 ronn and
return it to nn in tro proilUlod cnvclqX!, ~h'1llk yaJ.
~s~relY
:.>
I . . ~
(J,,,~~~C- .
- . Grotchcn L. Olle
Sr. ~t.lil l\dnin9itrntioo servi<X!S Rep.
. -.-
COMMOHWf AI'" 01 PI HH''f1 VAHIA
IHHI.nAHCl1AK .nUIH
II"DlH1 DfCIDlHT
..
\
SCHEDULE G
TRANSFERS
\
PleASE PRINT OR TYPE
I!Y.UID fl,. (1'11
fiLE NUMBER
21-9~-941
E5TATEOf
THIS SCHEOULE MUST lIE COMPLETED AND fILED If THE ANSWER TO ANY Of THE OUESTIONS ON THE REVERSE SIDE Of THE COVER SHEn IS YES.
.. 11~";. DESCRIPTION Of. PROPERlY UCIU~ION 101M VAlUE OE,'i,O. 8?b'ttE~t~W~ .
NUMIER 10<Iud<"- 0111>.,'....'.,..."'"" ,oIo,,,,,,,,,,,,'u do<odonl. du" of 1,".,1.,. Of A~~E1 IN1,IN1ERE~1
George W, Rigler, Jr.
I.
IRA Acct, No, SV 82~6060702--Merldlan
Bank_Transferee \s June A, Rigler, Slste
2~.047,~2 100l:
2~,047,~2
----- ._--.,....;......-
TOT AL (AI~ .nl.' on lin. 7, R~oplllllotlon) 5 25. 047 . 52
-.. .__._...__._,.._-"-~.__..._._..._.,_._._......._.._..,.._..._-...,........ ......---.... ... ......-..-...-..--
(If mo'. Jpoc. it n..d.d, in'." oddilional ,hee" 01 lome ",..)
--....---.-..--... ..._-,.... ...--...-.-.- ........-..........- --".-'- ------,-.-----....
.....UIII.. 1'"1
~
COMMONWEAltH 0' P(HNS'tlVANIA
INHUnANCI 'AX UfURN
RUIOfNt OfCfDfNt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
TATE OF
GEORGE W, BIGLER, JR,
PI.as. Print or TVp.
ER
21-95-941
ITEM
NUMBER
DESCRIPTION
A, Fu"eral E.p.n,,",
B,
2.
d.
C,
1.
2.
3.
d,
5.
6,
7.
B.
1.
Hoffman Roth Funtlra1 Homtl
2,
Wustministur Cumutary - Cumutary Lot
WUBtmini8t~r Cumutary - Basu for gravu marker
3,
1.
Admlnlltratlve COlli'
Personal Represen'ative Commissions
Social S.curlty Numb.r of Personal Repres.nlallva:
Vear Commissions paid
Attorney Fe..
to Andrtlws & Johnson
3.
Fomlly E.empllan
ClolmDn'
Addr.ss of Clalman' at deced.nt'l dealh
Str..' Address
City S'D'e
Zip CadD
RelDllanshlp
ProbD'D Fe.. ro Rtlgisttlr of Wills
MlleellDneDul Eopenlel'
R.W,C, Emtlrgtlncy Physicians - Emtlrgtlncy room stlrvictl
Corntll1iue Kuntz - Incomtl Tax prtlparation
Rt!st!rvt! for closing and accounting
TOTAL (Also Dn'Dr an line 9, Recopitulollonl
(If more Ipace II needed, I,,"ert addltlDnDI aheell of lam. aile.)
AMOUNT
6,314,00
700,00
250.00
6,260.00
245,00
10,00
95,00
300,00
S 14.174,00
_1_IIIII"l"'1
~jb
(OllllllOt'l'N!&ItH Of _ft'lt'l'tl"'''''''''''
IN"..It"~CI fA. .nuI...
. _ !~_'I~~~! DICI~~Nt+
SCHEDULE J
BENEFICIARIES
Georg" W. Bigler, Jr.
FILE NUMBERn
21-95-941
ESTATE OF
nEM
NUMBER
NAME AND ADORESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Takable Bequests:
I.
William G, Bigler
5 Circle Drive
Corlisle, PA 17013
IlroLher
1/3
2,
June A. Iligler
5 Circle Drive
Carlisle, PA 17013
Sister
1/3
3.
Clarke A. Iligler
17 Ilirdie I.ane
Reading, PA 19607
Ilrother
1/3
ITEM
NUMOER
NAME ANO AOORESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Goyernmental Bequests!
"
I.
TOTAL CHARITABLE AND GOVERNMENrAL BEQUESTS (AIID .nt., on IIn. 13, R.CDpiluID"Dn) S
(If mar. .pace I. "..d.d, In..r' additional .h.... of .am. .Iul
D No..AA 112983, COMMON~~~~: :~:~:YLVANIA
. .. OPPICIAL acll". PINNIYLVANIA INHIRITANCI AND ISTAR TAX
''''''\dl.
'*
RECEIVEO FROMl
D
ACN
ASSESSMENr P:'I
CONTROL ...
NUMBER
AMOUNT
JDHNSON RDNALD E
7B WEDT POMFRET STREET
101
.bse. 0'.
CARLISLE, PA 17013
.
'OlD HflI";'
ESTA1E INfORMATION,
!I fiLE UMEER
~ 21-1993-0941 BSN
!II NAME Of DECEDENT lLA5TI IfIRST)
~ BIGLER GEORGE W JR
II DATE Of PAYMENT
EI POSTMARK DATE
CO NTY
204-20-7932
IMI)
CUMBERLAND
DATE Of DEAl
19
WILLIAM G DIGLER JR
CIO RDNALO E JOHNSON ESe
CHECK" 9
m TOTAL AMOUNT PAlO
.088.34
VZ
REMARKS
REGISTER OF WILLS
(ll /,.../
RECEIVEO BY /)(.(,1... J L- '~~ .(!(<../;/) A'-'l./
: _; SIONATU ~', ~ /"....
MARY C. LEWIS ,"JI'i,I.", F-'/"cj..
REGISTER OF WILLS ~
SEAL
. ~... __", ,,_._ _ '" e. _. ___ _.... ~_. >_'. n'_.' _._. __ ...._~ __. __ _ _ _ _ ......_ 4
I .".
~...
",
I
, '~
"
. '
.
-- ---
\
-;"..-...-----.~..~_. ~ _"1.-..,.. ...~...
/,' )
, ,
I. ~l
" .
REV-1547 EX AFP 112-95*1 i
(O""DNWULHt or "I""'SYIVA"I- i : ACN 101
O(PARIM(N' or ~(VfHUI -, I HOTtCE or INHERITANCE UM l
BUREAU or INDIVIDUAL." IS, . I APPPAISEHENT, ALLOWANCE DR DISAllOWANCE
E~~~~~~~~;P' ~';~e~~';' ~GtliR'Gr~;:~EO~~:~~N~"A~O_ASS~~:~N~~fL~A~o, ~~:r~;~~;~;
OATE OF DE4TH 11-23-95 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUB"IT THE UPPER PORTION Of TIllS fOR" WITII YOUR TAK
PAV"ENT TO THE REGISTER OF WILLS, "AKE CIIEC~ PAVABLE '0 "REGISTER or WILLS. AGEN'"
REMIT PAYMENT TO:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: i54TEx--A FP-i i'2=9SY - HCli" i CE-- aT i"tiii Eiiif Air':E - YAx- A P PRA i 5 EHEHT-'- -Ai. row AN':E - iili -- -----.--- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE W FILE NO. 21 95-0941 ACN 101
TA~ RETURN WAS, I I ACCEPTED AS rILED I XI CHANGED SEE
RONALD E JOHNSON ESQ
78 W PoHFRET ST
CARLISLE PA 17013
ESTATE OF
BIGLER
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eat.t. (Schadule A) 111
2. stock. and Bondi (Schedula 8) (2)
S. Clos.ly Hald stock/Partnership lnt.r..t {Schedula C) IS)
4. Hartg.g../Not.. Racalvabl. (Schedula DI 141
S. C..h/Bank Oapollts'"llc. Parlonal Property (Schadule E) IS)
6. Jointly Ownad Proparty eSchadula f) (6)
7. Tran.far. ISch.dul. G) e71
8. Tobl An.t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fun.r.l Exp.ns../Adn. Costs/Hlsc. Exp.ns.. eSch.dul. H) e91
10. Dabh/Hoduaua lhbll1U../Llan. eSchadula 1) 1101
11. Tot.l Daductlon.
12. Hat Valua of Tax Raturn
15. Charlt.bl./Govarnnant.1 aaqUa.ts CSchadula ~)
14. Hat Valua of Est.t. Subjact to Tax
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Anount Ranlttad
l
DATE
ATTACHED
09-30-96
NOTICE
,00
93.833,61
.00
,00
62.828.21
96.704.03
25,047,52
IBI
278,413.37
20,953.32
,00
Ill)
112)
1131
114)
?n,q~3 3?
257.460.05
.00
257,460.05
NOTE:
14, 15 and/or 16, 17 and 18 will
returns aSBesssd to date.
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. AMount of lln. 14 .t Spous.l
16. A.ount of lina 14 t.xabla .t
17. AMount of Lln. 14 t.xabla at
18. Principal T.x Du.
rat.
lin..I/CI... A rat.
Coll.tar.l/CI... Brat.
liS)
11&1
1171
TAX CREOlTS:
PAV"ENT
DATE
02-15-96
06-28-96
RECEIPT
NU"BER
AA1l2514
AA1l2983
DISCOUNT I +l
INTEREST I- I
1,930,95
.00
.00 X ,00.
,00 X ,06.
257,460.05 X ,15.
11.)
.00
.00
38,619,01
30.619.01
A"OUNT PAID
37,000.00
6e8.54
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
39,619.49
1, 000. 48CR
.00
l,OOO.48CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
I If TOTAL DUE IS LESS THAN Sl, NO PAV"ENT IS REQUIRED,
IF TOTAL DUE IS REflECTED AS A "CREDIT" eCR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE Of THIS fOR" FOR INSTRUCTIONS,I
R[S[RVAIIO"I [.tata. of daeadant. dvlng on or b,'ora Dac..b.r ", 1911 .. I' InY fulur. Inlara.t In .h. ..tat. I. tran,'.rr.d
In po.....lon or enJova.nt to CI... . Icoll_t.r.1J b.n.'lel.rl.. 0' th. d.cadant .'t.r the ..plr.tlon 0' anv ..t.t. 'or
II" or for w..r., the Co.aonw..lth h.r.by a.pr...lw ra.arv.. the rlghl to .ppr.I.. and ...... tran.,.r Inh.rllanc. I....
.t thl I.wful CI... . feollll.r.11 r.t. on .nv .uch future In'.r..t,
PURPOS[ Of
HOlle[1 10 fulfill the rlqulr...nt. of S.ctlon ll~O of Ih. Inh.ritanc. and [.llt. I.. Act, Act II of 19'1. II P,I.
hctlon 11'0.
PA'fHEHII
D.tach the lop portion of thl. Hotic. .nd .ubalt with your p.,..nt to the R.gI.tar of WIll. prln.ad on Ih. r.~ar.. .Ida.
..M.... ch.ck or .on.y order payabl. to, REGISTER OF HILLS, AGENT
A.I p.ya.nt. r.calv.d .hlll flr.t b. .ppll.d to anv Inl.r..t which .av b. due with anv r...lndar .ppllad to Ih. I..,
RtruHD (CA), A r.'und of . ta. cradlt, which wa. not r,qu..I.d on Ih. la. a.lurn. "V b. raqu..t.d by ea.pl.tlng an -Appllc.tlon
for A.,und of P.Msvlvll1h Inh.rit.nea and hi. I. f.... IR[V-UU). Application..,. .v.llabl. .t the OffiCI
of the R.gl.t.r 0' Will., InV 0' the II A.~.nu' DI.trlet Offlc... Dr by c.lllng thl .p.clal "-hour
an'M.rlng .,rvlc. nulb.r. for 'or.. ord.rlng' In P.nn.vlv.nl. 1-100.161-10S0, oul.ld. p.nn.,lvll1l. and
within 10c'l Hsrrlsburg Ir.. (717) 711-10", 100' (711) nz.Ust OI..rlng h'p.lr.d Only I ,
OIJECIIONSI Any p.rty In Int.r"1 not ,Itl.flad with the .ppr.I....nt, Illow.nc. or dl..llowlnc. of d.ductlon., or ........nt
of I.. C!ncludlng dlscounl or IntarllU .. .hown on this Hollca IU.t obJ.et within .hlh fiO) dl,. of r.celPt 0'
thlt Hollc, byl
uwrUhn prol..t to the PA O.p,,.t..nt 0' Rlvenu., Board of App.als, O.pl. lltoll, Harrisburg, PA 171n.1011, OR
..'I.ctlon to have the ..llIr d.hr.IMd .1 eudlt of the account a' the par.on.l rapr...nlallv.. OR
-..pp..1 to th. Orphan.' Court.
AD"IH
ISl"AIIVE
COR"ECfIDHSI
F.ctu.1 .rror. dl.cov.r.d on thl. ........nl .hould b. .dar....d In writinG tOI PA D.p.rt..nt of A.v.nu.,
Bur..u of Indlvldu.1 I...., A'IHI Po.t A.......nl ".vl.w Unit, D.pt. 110601. tl"rrl.burg, PA l11ll.0601
Phon. 1117J 117-6S0S, 5.. p.g. I 01 Iha baa").t "In.lructlan. for Inh.rlt.nc. ,.. ".turn fo,. . R..ld.nt
D.c.d.nt.. (RtV'ISOI) for .n ..pl.natlon of Idelnl.tratlv.lv carr.c(ab). .rror..
DISCOUNI I
If .ny ta. du. I. p.ld within Ihr.. IS) c.l.ndar lonth. .fl.r the d.c.d.nt'. d..th, . II~. p.rc.nt IS~I dl.count of
the ta. paJd I. .llow.d.
P[NAIIVI
'h. ISX ta. aan..tv non-partlelp.tJon p.nally I. co.pul'd on tha 10t.1 of the ta. and Inler..1 .......d, and not
p.ld b,'or. Janu.rv II, 199t.. Ih. fl,.t day.ft.r th. .nd of the t.. oan..ty p.rlod. This nan'partlclp.Uon
p.naltv J. .pp.al.bl. In Ihl .... ..nn.r .nd In the th. .... tl.. p.rlod a. YOU would app..1 Ih. ta. .nd Int.r..t
Ihat h.. b..n .......d .. Indlcat.d on thl. notlc.,
HHtRESlI
Intarllt Is chargad baglnnlng with flr.t day of d.llnqu.ncy, or nln. 191 eanth. and ana II) d.y fro. the d... 0'
d..th. to the d.t. of p.y..nt. ..... which h.ca.. d.llnqu.,..t b.fora Janu.ry I, I9I1l b..r Int.r..t .t the ,.t. of
.1. t6~) p.rc.nt p.,. .nnu. calculal.d at . d.l)v rat. of .OOOI6~. All ta... which b.c... d'llnqu.nt on and .ft.r
Janu.rv I, 1912 will b..r Int.r..t .t a rata whiCh will v"y fro. c.l.ndar y.ar to cal.ndar Yllr with th.t ral.
announc.d by Iha PA D.p.rla.nt of A.v.nu., 'h. .ppllcabl. Int.r..t r.t.. 'or 1911 through 1996 .r.,
!!.!!! Inl.,..t A.I. Dally Inl.r..1 ""ctor ~ Inl.r.,t "at. 01111'1 Int.r..' rltctor
I9IZ 'U ,OOOSItlI 1911 .. .000l1il
I'U I':C .OOOftSl 1911-1991 11;( ,OOUOI
19I1i IIi( .0OOSOI 1991 .. .OOOl..,
un In: ,OOOSS6 1995.1991i n .000191
1'16 10lC .OOOll' I99S.I.96 .. ,OOOl'"
ulnt.rut I. c.lcul.t.d I' 'ollawlI
INTEREST' BALANCE or TAX UNPAID X NUKBER or DAYO DELINQUENT X DAILY INTEREST rACTDR
.-Anv Hotlc. I..u.d a'l.r thl ta. b.ca... d.llnqu.nt will r.'I.ct .n Int.r..t calcul.tlan 10 fl,t..n C1S1 d.y.
b.yond th. data of the ........nt. If PI'I..nt Is ..d. .flu Uti Int.,..t co.pulallon d.l. .hown on th.
Holln, .ddltlon.l Int.r..t au.t b. calcul.t.d.
""''''0111'''1
*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEAltH Of PENN~YLVANIA
DEPAR1MENl Of REVENUE
BUREAU 0' INDIVIDUAl TAxn
DEP!, 780601 -
HARRI5BURG. PA.!1178,OIlDI
DECEDENT'5 UAME
filE NUM8ER
CcOflIlLJL....ll1Al.llL. Jr,
ACN
2195-0941
SCHEOULE
ITEM
NO.
EXPLANATION OF CHANGES
Il
n-1
.Ac:coptud add 1 t ionnl.dubt ,
...
",-
TAX EXAMINER,
Charles Wrlllht
_ PAGE__
/5-73 .,,?
BURE~U OF INDIVIDUAL TAMES
INtI[RIUHC( TAX DIVISION
b(PT. UO.U
HARRISIURG, PI 1'111'0.01
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANee TAX
STATEMENT OF ACCOUNT
~*
(1./
.".u" ,. "' 111,'"
RONALD E JOHNSON
78 W POMFRET ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
02-03-97
BIGLER
11-23-95
21 95-0941
CUHBERLAND
101
AMOunt ReMltt.d
GEORGE
ESQ
PA 17013
HAKE CHECK PAYABLE AND RBHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTEI To Inlur. prop.r credit to your account. lubMlt the upp.r portion of thia for. with your tax pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifv:i&O-j-iiC-AFii-ii1i:9&i-------.M.--iNiiERiifANCif-fAiC-STiifEHifNf-iiF-Ac:cDuiif--.-..---------------------
ESTATE OF BIGLER GEORGE W FILE NO. 21 95-0941 ACN 101 DATE 02-03-97
THIS STATE HE NT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE,
OATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 09-23-96
PRINCIPAL TAX DUE, 3B,619.01
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DI SCOUNT (+) AHOUNT PAlO
DATE NUHBER ' INTEREST (-)
02-15-96 AA112514 1,930.95 37,000,00
06-28-96 AA112983 .00 6e8.54
01-15-97 REFUND ,00 1. 000.48-
"d'
.... "
'r,', !l?
.,.
..
r:
'"
~
r~;
~'::
" ,
Ii. i.':
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
38,619.01
.00
.00
.00
I'.
p,
:.~ L
~:>
UU
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FDR CAlCUlATIDN OF ADDITIDNAl INTEREST,
IF TOTAL DUE IS lESS THAN '1,
ND PAYHENT IS REQUIRED.
IF TOTAL OUE IS REFlECTEO AS A "CREOn" ICRI,
YOU HAY OE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH tG~ INSTRUCTIONS. I
W
PAYttENh
D.tleh the top portion of thl, Notle. and .ub.lt with vour plv.ent ..de plweble to the n... and eddr.,.
prlnt.d on the r.v.r.. lid..
Sf RESIDENt ()[CEDun ..ke ch.ck or lion.., order p.",ble tOI REGISTER OF WILLS, AGENT.
Sf NON-RESIDENt DECEDENI ...... ch.ck or .on.v order p'vabl. tOI CO""ONWEAL 1H OF PENNSVLVANIA.
.11 pay..nt. recelv.d .h.ll b. .pplled flt,t to wnv Int.re.t which ..., b. due with anv r..elnd., applied to the t'M,
REfUND ICR)I . r.fund of . t.. credit, which w.. not requ.,ted on the t.. R.turn, ..., b. r.qu..t.d b., co.pl.tlng an
"'ppllc.tlon for R,fund of P,nn..,lvanla Inh.rlt.nc. and Elt.t. ,.." CREV-ISIS), 'PPllc.tlonl ere avall.bl. at
the Offlca of tha R,gl.t.r a' Will., anv of tha 2S Ravanue DI.trlct Of,lc., or fro. the Dep.rt.,nt'. "'hour
M.w.rlng "rvlea nuab.,. 'or for.. ordarlnQI In P.M'vlvltnl. 1"OD-U,-zaSD, outtld. P'Msvlvanl.
.nd within local H.rrl.burg .r.. (717) 717-eD9~, too' 1,171 71,-,'S2 (H.atlng '.p.lred only),
REPLY TOI Ou..tlont r..ardlng .rrar. contalnad on thl. notlc. .hould b. .ddr....d tOI P' D.p.rt..nt of R.v,nu., Bura.u
0' Indlvhtull T...., AnNI Po.t ........nt R.vl.II Unit, Dapt_ lID6DI, Ilarrhburg, PA 17121-0601, phon.
(717) 717-6SOS.
DISCOUNt I
If ltny ta. due II p.ld within thr.. (31 ealandar 'onth. efter the d.ud.nt', dnlh, . flv. percant 15XI dhcount
0' tha ta. p.ld I. al1ow.d.
PENAL"" I
The 15k ta. aana.ty non-participation panalt., I. co.put.d on the 10t.1 0' the t.. .nd Inl.r..t .......d. and not
paid b.fora Janu.ry II, 1996, the 'Ir.t day .ftar the .nd 0' the t.. ..na.t., p.rlod.
INtEREST I
Intar..' .. ch,'g.d b.glnnlng IIlth ,Ir.' day of dellnqu.nc." or nln. (9) .onth. and on. CI) da., 'rD. tha d.te 0'
d..th, to the d.ta 0' pay..nt. t.... which b.e..a d'llnqu.nt b.for. January 1, 19" baar Int.r..t at th. r.t. of
.1. C6~l p.rc.nt p.r annu. c.lculal.d .t a dall., tala 0' .00016'. All tn... which b.ca.. d'llnqu.nt on .nd ,'t.r
Jenutry I, 1912 will bur Inter..t at . rat. which will vary 'roe c.llndar v..r to cal.nder .,nr with that rat.
.nnounced by the PA nepart..nt of Aav.nu.. 'h. appllcabl. Int.r..t rat.. for 1912 through 1991 ar'l
Vnr Inter..t R.t. Dally Inl.r..t factor V.llr Intlr..t Rat. Dall., Int.,...t Factor
191Z 2n .00054' 19" n .00021,7
19U I.~ .OODUI 1981.199) m .OOUOI
19a" II> .OOUOI 199: n .000:1,7
1915 U:C .00U56 199"-1994 ,. .00019Z
Iya6 10:C .000274 1995-1991 n .000247
"Int,,"t h calculated .J followlI
INTEREST . BALANCE or TAX UNPAID X HUNBER or DAYB DELINQUENT X DAILY INTEREST rACTOR
--An., Hot Ie. I..u.d eft.r the t.. b.eo... dallnqu.nt will r.flDct an Int.r..t calculation to ,Ift..n liS) day.
b.yond the data 0' tha ........nt. If pay..nt I. ..d. aft.r tha Int.r.'1 co.putatlon d.t. shown on the
Hotlea, additional Int.,..t SlU.t b. calculal.d.
\
,
(j
STATUS REPORT UNDER RULE 6.12
Name of Decedent I <7t:.l'Jl"'ft M 6lfkp fl,
Date of Deathl ~)l2~?J-
Will No.-L2.fJ-lJtJ7'YI Admin. No.
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate I
1. State whether administration of the eetate is complete I
Yes X No
2, If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No. 1 is Yes, state the fo1lowingl
a. Did the personal representative file a final
account with the Court? Yes No K
b. The separate Orphans' Court No, (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report,
Datel lo/z9h.,
/ /
ignatur
~nd/~('~~ #~h.t'~~
N me (J'lease tl::Pe. Jl.r~ int)
7RN"~',
O;:p.f' I)'. :s
Address
(7111 ,?JI.5 -tJIZJ
Te I. No.
(HAH I rmU AM3)
Capacity: Personal Representative
)( Counsel for personal
representative