HomeMy WebLinkAbout96-00431
PETITION FOIt PHOBATE llnd (;HANT OF u:rnms
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ilh:tUIlPl'll'lll: ~U____~__ __~______._~___~________ _ ___________________.__
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(It 1101 dornkih,.'d in POI., Pl'r\ollal properlY in County
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OATH OF I)I':RSONAL IU:PltESENTATIVE
(,o:\l\\O:\\\'I-:AI.TII or 1'1-::\:\S\'l.\'A:\IA I ..
('ot :\T\' OF CUMBERLANQ_,____,__ __, t ""
rill' I'l'liliolll"I') ahtl\l'.nallH,,"d "h'ilrl" or "t'lirll1(') Ihallhl' ,lall'lI\l'llh in tht: rorl"!!l1illg Pl"lilion arc
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1.11",'('1 "I ,he' """", d,w,kll' pelilio""'I') \\ill \\,'11 """ 1I11ly adlllilli'.le' III" e'I.'27'.II" a"""nlill~ 10 law.
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IOr- ~O MARY C. LEWIS N..w"', [-0 U. - 2
Nil. 21 - 96 - 431
Estute III'
LEAH M BIKLE
. Deceused
I>ECREE OF I)IWHATE AND GRANT OF LETTERS
ANI) N(l'" MAY 31 I') 96' 'd t' I'tl I' .
. n _ __,_____ __.._..111 "1Il" era Ion 0 Ie pc lI10n on
the rC\'CT!riC ,ide hereof. sati,fal.:wry proof having been prcsl:l\tco hefore me,
IT IS DECREED Ihal the inwlIlI1enU'j daled_______MA y _J, J995
described therein he admilled 10 probate and liIed III recllnl a' the \a't will 01
LEAH M BIKLE
I ESTAMENTflRY-------
HARRY 0 BIKLE
and Lellers
arc hereby granled 10
--
FEES
Probate, Lellers, Elc. .' , . , , . " $-3_~._OJL
Short Certilicate,(4 ) , . _ , . , , . " $_12LOO__
~:~WgC~~lion ....,.' - . , . , . ' ,. $-39:00-
JCP $-~OO-
TOTAL ___ $_-36.1.00-
Filed ...,... WW, .31 .. .1.996 , , , . , . - , . , , .
f!4m../l.)!::1:.r{)m(]fi, ~.
MARY C. LEWIS
~N~b 'J) ~..n,-ctl
:\"11 OK='I:Y ISUP. 0. I.n. No.1
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Mailed letters and order to attorney on 5-31-96.
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COMMONWEALT" Of PENNSYLVANIA. DEPARTMENT OF HEAUtl. VITAL RECORDS
CERTIFICATE OF DEATH
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RO:-:Al;O D, j3Ul'I.ER. 1'. C.
^''1~ll\~.h'..;^r tAW
LAST WILL AND TESTAMENT
~
LEAH M. BIKLE
I, LEAH M. BIKLE, of silver springs Township, cumberland county,
pennsylvania, do make, publieh and declare this to be my Last will and
Testament, hereby revoking all wills and codicils by me at any time made.
ITEM 1. I direct that all inheritance and estate taxes becoming due
by reason of my death, whether such taxes may be payable by my estate or by
any recipient of any property, shall be paid by my Executor out of the
property passing under ITEM 5 of this will, as an expense and cost of
administration of my estate. My Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds or
insurance or other property not passing under this will. In the absolute
discretion of my Executor, he may pay such taxes immediately or may postpone
the payment of taxes on future or remainder interests until the time
possession thereof accrues to the beneficiaries.
ITEM 2. I direct my Executor to pay the expenses of my last illness
and funeral expenses from the property passing under this will as an expense
and cost of administration of my estate.
',_,,_. I~ In. l,<-~tv
My Executor shall havs full powsr and ths sole discretion to satisfy
this dsvise and bsquest, wholly or partly, in cash or kind and to select the
asssts that will be conveyed to my husband. All assets so conveyed to my
husband shall be valued at ths value thersof as finally dsterminsd for federal
estats tax purposes I and provided furthsr that my Exscutor, in ordsr to
implsment this dsvise and bequest, shall distribute to my husband assets,
including cash, having an aggrsgate fair market value at the date or dates of
distribution amounting to no less than the amount of this devise and bequest
as finally determined for federal estate tax purposes I and provided further
that there shall not be conveyed to my husband any policy of insurance on the
life of my husband, or any asset, or the proceeds of any asset, which will not
qualify for the marital deduction. The exercise of the foregoing power and
discretion by my Executor shall not be subject to question by or on behalf of
any beneficiary.
In the event that my Husband, HARRY D. BIKLE, predeceases me, I
give, devise and bequeath all my property as provided in the succeeding Item
of this will.
ITEM 5. I give, devise and bequeath the residue of my estate, of
every nature and wherever situate, to my Trustee, IN TRUST, for the following
uses and purposes.
'-iLJ, 111 . 1'J1.1G
-3-
(a) The Trustees shall pay to or expend and apply
for the benefit of my Husband, HARRY D. BIKLE, so much of
the income and principal as they, in their sole
discretion, deems necessary for his proper support,
maintenance and welfare, including medical, surgical,
hospital or other institutional care, having in mind both
the standard of living to which he has been accustomed and
the income available to or for him from other sources.
Any income not distributed shall be added to principal.
(b) After the death of my husband, or if HARRY D.
BIKLE predeceases me, then upon my death, the Trust shall
terminate and the Trustees shall distribute the then
remaining Trust corpus to my children, KATHLEEN A. KUEHL
of Mt. Union, pennsylvania, SHARON M. HELLER of
Bendersville, pennsylvania, STEPHEN D. BIKLE of
Bechtelsville, pennsylvania and JEFFREY M. BIKLE of Texas,
equally, share and share alike. In the event that one or
more of my children should not then be living, his or her
share shall be distributed to his or her children, if any,
in equal shares, or if none, to my surviving children, in
equal shares.
~., I[
"'_L~t\ I i\. /)..-f" t.-.
-4-
ITEM 6. In addition to the powers conferred by law, the
Trustees shall have the following powers.
(a) To retain in their absolute discretion and for
such period as to them shall seem advisable, any and all
assets constituting the Trust Fund, without liability, for
any loss incurred by reason of the retention of such
assets.
(b) TO change investments and properties, and to
inveet and reinveet all or any part of the corpus of the
Trust hereby established, in such securities, investments,
or other property as to them seems advisable and proper,
irrespective of whether the sems are authorized for the
investmsnt of trust funds by the laws of the Commonwealth
of Pennsylvania.
(c) To sell all or part of the property which at any
time may constitute a part of the Trust hereby
established, at such times, upon such terms, for cash or
on credit, with or without security, in such manner and at
such prices, either at public or private sale, as to them
"
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-5-
shall seem advisable and proper, and to execute good and
sufficient deeds and bills of sale therefor.
(d) To lease any propsrty held by them and fix the
duration of ths term, irrespective of the provisions of
any statute or of the termination of the trust; and to
mortgage, pledge, collect, convert, redeem, exchange, or
otherwise dispose of any securities or other property at
any time held by them.
(e) To borrow money, whether to pay taxes, exercise
subscriptions, rights, and options pay assessments or to
accomplish any other purpose of any nature incidental to
the administration of the Trust hereby established, and to
pledge any securities or other property held by them as
security therefor.
(f) To enforce any bonds, mortgages, or other
obligations or liens held hereunder; to enter upon such
contracts and agreements and to make such compromises or
settlements of debts, claims, or controversies as they may
deem necessary or advisable; to submit to arbitration any
matter or difference; to vote personally or by proxy any
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-6-
ohareo of otock which may at any timo be hold by them
horounder,
(g) To conoent to the reorganization, conoolidation,
merger, liquidation, readjuotmont of or other change in
any corporation, company, or aooociation, or to the oale
or leaoe of the property thereof or any part thereof, any
of the oecuritieo or other proporty of which may at the
time be held by them thereunder, and to do any act or
exercioe any power with reference thoreto that may be
legally exercioed by any peroon owning oimilar property in
hiD own right, including the exercioe of converoion,
oubocription, purchaoo or other optiono, tho doposit or
exchange of oecuritieo, the entrance into voting truots,
and the making of agreemento or oubocriptiono which they
may deem neceooary or advioable in connection therewith,
all without applying to any court for permiooion 00 to do,
and to hold, redeem, oell or otherwioe diopooe of any
oecuritieo or other property which they may 00 acquire,
irreopective of whether the oame be authorized for the
inveotment of truot fundo by the lawo of the commonwealth
of pennoylvania.
\1.:<...:..&,lh lU_IL
-7-
Register of Wills of
CUHIlEIlI.AND
County, Pennsylvania
INVENTORY
E.Il1l.01
Leah H. ULkle
/lo.
199&-00431
aho known as
Data of Dealh 5/16/96
. DllC8:SSod Social Socurhy No. 159-24-9525
Harry D. Uikle,
P.rsonal Roprosontativo(s) of tho abovo Eslato. docoasod, vor~y Ihat tho 110m. appeoring In tho lollowlng Inv.ntory
Includ. ell olth. porsonal 0550tS whorevor situat. and ell oflho loal estato In \he Commonwoahh of Pennsylvania of
said Decedent. Ihal tho valuation placod opposito each hem of .aid Inventory roprosontalts fair valuo as of \h. date
01 the Docodonl's doath. end thaI Oecodent ownod no real ostolo outside 01 tho Commonwoal1h of Ponnaylvanla
..copt that which eppears in a momorandum at the ond olthls Invontory. I me vorily \hollho slatomonta mado In
\his Invontory aro Iruo and corroc\. lNIe undolstand \hal falso slatomont. herein are modo aubjed 10 Ih. P<lnalli..
ollB Pa. C.S. Sodion 4904 rolating 10 unsworn fals~ication to authoritios. ,1 if j.'
Anorn.y: Rona~d D. Uutler, Esquire .!I.ft-tJ?I;1{fip-fL.
09826 ~ h1rry D. Uikle
LO. No.:
Addross:
300 N. Second St., P.O. Uox 430
Oatod
['kIf 3/;, /1'1&
Harrisburg, PA 17108-0430
Telophone:
(717) 236-1485
OOSCliption
Value
See schedule attached
(Anach additional shools H nacossary)
Talal:
$419,067.91
NOTE: Tho Memorandum 01 fcal os~to outsido tho Commonwealth 01 PonMylvani" may. II 010 uloction 01 tho porIon&!
roprosonlative.lndudo 1110 valuo 01 ooch ilom. bUl .uch roguros .Ioould nol be ollondod into 1110 total ollho Invenlory.
FCtm ,AW.?
PI~ t7y N PIMSrtva-"il Bat Auoda:lon tog,
CER'l'IFICA'l'ION OF NO'l'ICE UNDEH HULE 5.6 ( a)
Name of Decedent:
Leah N. Illkle
Date of Death:
Nay 16, 1996
Will No.
431 of 1996
Admin. No.
To the Regisler:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
tIle following beneficiaries of the above-captioned estate on
June 17, 1996
Name
Address
Kathleen A. Kuehl, Trustee and
Sharon N. Heller, Trustee
c/o Harry D. Bikle
40 Longview Drive
Nechanicsburll, I'A 17055
Harry D. Bikle
40 Lonllview Drive
Nechanicsburg, I'A 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except None
Oa te: June 17, 1996
(j7{(();Ju~
Signature
Name Ronald D. Butler, ESQuire
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Address 30e N. Second St. , I' .0. Box 430
Harrisburg, I'A 1710E
Telephone( 7171 236-1485
Capacity:
Personal Representative
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x
Counsel for personal
representative
\" __ \ 1,_'- \, , FOROATlSOFDlATHAnlR12/31191CHlCKHlRl
INHERITANCE TAX RETURN ~O~~;~yug~DIT ISClAIMlD :
RESIDENT DECEDENT iml NUMBlR
COMMOtlWIAI'" Of ,""""VA'''' (TO BE FILED IN DUPLICATE \
OIPAll:TM(NT Of IllvUWI 21
Hm"rJ:b ~':."\".n180"'" WITH REGISTER OF WILLS) ,COU"TY COUI
OICI~:~~';:~1 ~,:~;;";I~'H>M'"'''' ",,"'" '--- -'-'----\(ilTlott,f~~)'~;~~:l;;~~I~~ Drive
~iXW1lcuiuiY-t.\iMiii. ---" \OAII 01 ()tAl>1 10AII o11l1N1I1 HCC11l1tliCRlmrg"t I'A, 17055
159-24-9525 5-1lJ-Yh 11-20-30 ("."' Cumberland
I" ""1'01111 \Uh';'Ul> V,l\J~1 \ .....,-1\..;;,-;;\'1 ....,(,.. r,l;i1 ". 'ol,; T "1 J(I oIol ~1(U~I" tlU'-'U II (A,,"OUlH lll{( I"" 0 l~fl 1I4~'IlU( Ilotl~i
Bikle, HarrY..E.'--___ t., lBb-2h~tl51B " ,,_$425,-]~].:5-~-,__--, ---------
[] ,. Original Relurn [ ] 2 Supplomenlol Rolurn [' ] J, Remainder Return
(for dOlt" of dealh prior 10 12.1 J.82)
o A. lim;'ed hto'e r ] Ao Fut"e I"..." Comp,om;,e U 5. Fede,o' h'o'e To. Re'u," Requ;Ied
(lor dole' of dealh alter 12.12.82)
(E 6. Decedenl Died Te,late 1] 7. Decedenl Maintained 0 living Tru'l
(Allach copy of Will) IAnnch copy of Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
.-
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NAME
Ronald D. Butler, Esquire
TElEPHONE NUMatR
717 236-1485
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I. Real E,lat" (Schedule A)
2, S'ock. o,d Bo,d.(Schedule B)
3. Clo,ely Held Stoc~fPartnership Inlere,t (Schedule C)
4. Morlgages and Nole' Receivable (Schedule 01
5. Calh, Bonk Depo,ih & Miscellaneou, Personal Properly
(Schedule E)
6. Joinlly Owned Property (Schedule F)
7. Troosle" (Schedule G) (Schedule l)
8. Tolal Gran Auell (lotalline, 1.71
9. Funeral hopen,e" Admini'lrative Cosh, Miscellaneou,
Ellpen'" (Schedule H)
10. Debh, Mortgage liabilitie" lien, (Schedule 11
11. Total Deduction, (total line, 9 & 101
Net Value of E,tate (line B minus line 11)
Charitable and Governmontal Beque't' (Schedule J)
Net Value Subject to TaJl. (line 12 minus line 13)
Spou,al Tran,fors (for date, of death alter 6.30.941
See In'truction, for Applicable Percentage on Reverse
Side. (Include value, ham Schedule K or Schedule M.I
Amounl 01 line 14 takable 01 6% role
(Include value, from Schedule K or Schedule M.)
Amounl of line 14 lallable 01 15% ralo
(Include value, ham Schedule K or Schedule M.)
PrincipollOk due (Add tak from line' 15, 16 and 17.)
Credit, Spou,al Poverty Credit Prior Paymonts
_______ + 10_&00.OJL
12,
13,
lA,
15,
16,
17,
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=> 19,
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21.
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Yh
Y[AR
043\
NUMBER
L 8 TOlal Number of Sole Depa,it Bake'
(OMPlE H M....IL!fHi AOOR! ~s
300 N. Second St., P.O. Box 430
Harrisburg, PA,. ;17108
(1)
(2)
(3)
I A )
( 5)
n23~, ll.6.8_.78
1-S-S--;-j;OfC-6-B --~------
--~----~--- _._-~-----------~
. ,JZ,Q.OO~-OQ.__n_
( 6)
( 7)
_~________._~___.__u._.
.___2_1,.9 5]_.lJ_:L______ ,-
(B)
I 9 )___J~L~.9,2_'_.9L____.
(10)___.._I,q5--'00---n'-
(11)
(12)
(13)
114)
(1S)
15,952.80
-_.-------~-~----
-.---)(.
n' Schedule aLLached x .06 = _____1.4..SltA,.31---
-..----
(16)
(17)
x ,15 =
If line 19 i, grealer than line 18, enter Ihe difference on line 20. Thi, i, Ihe OVERPAYMENT.
Ii! 0 ...:r.n"llou,.I.'j.ll..U'. ('1.(11,1' IIll:.'.~ _Irrr:t: K=1...~.I'I......i.U:l.:.1...,II,hl
If line 18 i, g,eoler Ihan line 19, enter Ihe differ en co on line 21 Thi, i, the TAX DUE.
A. Enler Ihe intere,1 on Ihe bolanco due on line 21 A.
B. Enler Iho tala I of line 21 and 21A on line 21B_ Thi, i, Ihe BALANCE DUE.
Malt. Check Pa'(ab_l. 10: R.g_~,'" of Wills, _~_~_.n!
~ > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
U,der pe,oh;e. 01 pelj"y, I declole ,ho' , ho,e e.om;oed ,h" 'e''''. mclud"g otcO-';'po~y;,g "hedul.. ood ,'o'~rn,"", o,d '0 'he be" of my l,owledge o,~ bel;el,
il i, Iruo, correct and complele I declore thai 011 real o\lole ha' been rrporlt'd ot 'rUr! mur~el "Ohl~ Orclofollon 01 preparer olhf'f Ihon I"t' penonal repfelenlatjve i,
baled on all information of which preparef ha' ony knowledge
"0"" fP :O,.n,.',,-,.,",,;O )"'''''';-'iDD'i"n ~1~C~;~~~~~~~r~:i~~ 17055 ",.. ''''/t/il ~1."
',f~, '", ',"'0'.""""" "."" " 300 N. Second St., 1'.0. Box 430 "'''/, ,/1
Jitf;:;;:.<....J:. lIarrisburg, 1'/\ 17108 (o(.:JI/fb
lIB)
Discount
+-.f1.0,O_,.ll,O,
Inlere,1
(21)
PIA)
121B)
430,_434.51
2~527.91
403,906.60
------
403,906.60
=
,p,14,5_4~,}L,-,-_--
(19)
(20)
10,600.00
-.--------..--.------ -
.----------_.--~---_.__.
3 ,94~. 37_
------
3;944.37
A[Vl~OJU. IAStI)
~..~..~
1'1<1, ."t\
_> Vo>
COMMONWEAltH Of PWN!.YlVANIA
INHERITANCE TAX R(1URN
U!.10ENI DECEDENT
\ SCHEDULE B \
STOCKS AND BONDS
_--------,-,,=c-,=~=~~-'c, cc-=----===-c,~=~"~'~=fjLtNUIKBfR~=c-=~-=='~'=
.
ESTATE OF
21-96-0431
Lcah H. Uiklc
.-..--------.---
(All proporly lolntly.ownod with Right of Survlvonhlp moil bo dl"I~!_od on Schodul. F,)
ITEM
NUM8ER
12.
13.
14,
15.
16.
17.
18.
19.
20,
21.
22,
VALUE AT DATE
Of DEATH
DESCRIPTION
5000 _ YORK CO HSP AUTH PA HLTH NUMBER TYPE
CTR REV BDS SER A 92 8989-967 M
VILL AT 5PRENKLE DR PROJ CUSIP-NUMBER
CPN 7,000\ DUE 4/1/02 986392-GL-6
25,000 _ ALLENTOWN CITY PA VAR NUMBER TYPE
PURP LEHIGH CO GO RFDG 5057-633 M
BDS SER 93 REG AMBAC NC CUSIP-NUMBER
CPN 4.000\ DUE 7/15/97 018339-DB-l
5000 _ POTTSTOWN BORO PA MONTG NUMBER TYPE
CO G.O, REG FGIC 7845,910 M
CPN 6.500\ DUE 9/01/07 CUSIP-NUMBER
73B282-BN-l
5000 _ POTTSTOWN BORO PA MONTG NUMBER TYPE
CO G.O. REG FGIC 7B45-910 M
CPN 6.500\ DUE 9/01/07 CUSIP-NUMBER
738282-BN-l
5000 _ ALLEGHENY VALLEY PA SCH NUMBER TYPE
DIST GO'S SER94 AMBAC 5057-911 M
ALLEG CNTY BK/QUAL 0,1,0. CUSIP-NUMBER
CPN 5.750\ DUE 11/01/07 017452-DD-2
5000 _ PENNSYLVANIA TURNPIKE NUMBER TYPE
COMMISSION REV SER G 7744-622 M
REMARKETING FGIC REG CUSIP-NUMBER
CPN 7,400\ DUE 12/01/17 709223-FU-O
5000 _ ADAMS CO PA REDEV AU FAC NUMBER TYPE
REV BDS -REG- CUSIP-NUMBER
CPN 6,650\ DUE 3/01/06 006118-BD-4
10,000 _ WILKINSBURG-PENN JT WTR NUMBER TYPE
AUTH ALLEG CO PA SER A93 8BB8-BBO M
FGIC INS. REG CUSIP-NUMBER
CPN 4.650\ DUE 3/15/04 968546-JJ-l
10,000 _ READING ST PUB SCH BLDG NUMBER TYPE
AUTH SCH DIST PROJ SCH 7962-130 M
LEASE REV BDS SER A MBlA ~USIP-NUMBER
CPN 6,400\ DUE 7/15/05 857321-PJ-6
5000 _ POTTSTOWN BORO PA MONTG NUMBER TYPE
CO G.O. REG FGIC 7B45-910 M
CPN 6.500\ DUE 9/01/07 CUSlP-NUMBER
73B2-BN-l
10,000 _ LACKAWANNA CNTY NUMBER TYPE
GENERAL OBLIGATION 693B-516 M
SER A FGIC CUSIP-NUMBER
CPN 6.350\ DUE 4/01/09 505480-KX-O
5,072.25
24,86B.00
5,209.65
5,209.65
5,135.80
5,537.50
4,950,00
9,561. BO
10,136.80
5,139.10
10,220.20
(continucd on ncxt pagc)
TOTAL (Aho enter on line 2. Recapilulolian)
(II more space is needed, insett additional sheels 01 some size.}
S
Ilvl~'", f''',
ESTATE OF
J:'~:9l\
",",;.Vu.
COMMONWEAUH Of PENNSYlVANIA
INHIIITANCI fAX IITUIN
IUIDIHT DICIDINT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Ploolo Print or ~ 0
FILE NUMBER
IAII property Jolntly-owned with .he Righi 0' S"rvlvonhlp mu" be dl.clo.ed on Schedule F.I
-01.11
N~~~R DESCRIPTION
:/
,)
i
I
'I
j
,
5.
6.
7.
VALUE AT
DATE OF DEATH
1. Dcbt - John T. Kuchl
Intercst at 8~% from 5/1/96 to 5/16/96
4,000.00
14.86
2.
Mortgage - J. Ray Hciscy and mriam II. Hciscy
lntcrcst at 8~% from 5/1/96 to 5/16/96
50,269.56
186.79
3.
Mortgagc - William E. Snowbcrgcr and Kathy L. Snowbcrgcr
and H. Dcnnis Domcr and Sandy E. Oomcr t/d/b/a Sound
Invcstmcnts
lntercst at 8~% from 5/1/96 to 5/16/96
26,218.74
97.42
4.
Dcbt - Jcffrey M. Biklc
lntercst at 8~% from 5/1/96 to 5/16/96
22,303.39
82.88
Debt - Dale L. Bristcr, Sr. and Joyce e. Brister
Intercst at 8~% from 5/1/96 to 5/16/96
2, 711. 99
10.08
Debt - Kathlcen A. Kuehl and John T. Kuehl
27,843.68
103.46
Interest
Dcbt - Stephcn D. Bikle and Joanna C. Bikle
Interest at 8.5% from 5/1/96 to 5/16/96
21,685.25
80.58
TOTAL (AlIa onlor on Ii no 4, Roeo ilulotion) S 155,608.68
(If more space is needed. insert additional sheets o( some siz..)
I(V1}O'(lt 11111
"~:'~:~l\
....~JIp
COMMONWEAlfH Of PENNSYlVANIA
INHllnANCI 'AX InUIN
IUIDINT DICIDIN'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploalo P,int a" 0
FilE NUMBER
21-96-0431
ESTATE OF
Lcah N. Bikle
tAli prop.rty lolnlly-own.d with Ih. Righi of SurvivorshIp mUll b. dbclol.d on Sch.dul. F)
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT
DATE OF DEATH
17,000.00
1995 Hcrcury Narquis Grand LS
.
f
. .
TOTAL (Alia onlo, an lino 5, Roca ilulation) S 17,000.00
(Attach additional 8YJ" l( 11" .huh if more 'pace i. n..ded I
REY.UIOO. P.811
.
SCHEDULE G
TRANSFERS
PlIASE PRINT OR TYPE
COMMONWEAlH4 Of ,ltw<;.nVAUIA
INHUIIANCE1AX anURN
RESIDIN1 OICEDIN'
FILE NUMBER
ESTATE OF
Leah H. Bikle 21-96-0431
THIS SCHEDULE MUST BE COMPlETlD AND FILlD IF THE ANSWER TO ANY OF THE QUlSTlONS ON THE REVlRSE SIDE OF THE COVlR SHEET IS YES,
ITEM I DESCRIPTION OF PROPERTY tOTAl VALUE OECD OOlIAR VAlUE
I EXClUSION ,,, OF OECEDENT'S
NUMBER l'ncllJde nome 0' ,he fron"...,,,-e, In...." ,.../o',on,h"llo drcedpnl. dlllp 01 'run~'t'r OF Assn IN1 INTEREST
1.1
IRA - I'NC Bank - Account No.
22817503 - Jeffrey N. Bikle beneficiary
ll, 366.60
100%
ll, 366.60
2.
I'rudential Endowment Contract
No. ROS872012
10,590.45
100%
10,590.45
TOTAL IAllo enle, on I.ne 7, RewpillJlul,onl S 21 t 957.05
(I' morl" 'pou' i, nt...d...d. .nst." add",ono/ "ll'("~ of UJ"'''' "1(' J
.. Ii 1~11 '10 II ~.J
~
~~
C.OMMOUW( Mitt 01 PI tm~'f'IV"'NIA
INtt(AI'...N(( T.'" A(fUJlH
JI(SIOW' O(CIOfUl
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
Leah H. Bikle
Plea.e Print or Typo _ _
J_FIL_E:~~:~: 2]~ 6~,g~}_!___
AMOUNT
ITEM
NUMBER
A.
I.
2.
DESCRIPTION
Funeral Expenses:
Nyers Funeral Home
Gingrich Nemorials - Footstone
I.
B. Adminl.tratlve Ca.ts:
2.
Personal Representativo Commissions
Social Socurily Number of Personal Repre,enlotive:
Vear Commissions paid _~_______~___
Attorney Fee,
Ronald O. Butler, I'.C.
3. Family Exemption
Cloimonl _ll.lI:ry_D.__Biklc____ Relationship
Addre.. of Claimant at decedenl" death
Streel Addre.. _____"!tbongview,_l!riv,e _____ __om
City _..1I~_c]l.'ll!Lc_sb_urg__,___n_____,__Stote __I'iL.... Zip Code__lI055,_
4.
C.
I.
2.
3.
4.
5.
6,
7_
a,
Husband
Probate Fee,
Mi.eellonoou. Expen.es:
Cumberland Law Journal - Advertising
The Sentinel - Advertising
Harry D. Bikle - Executor's expenses
Register of Wills - Filing fees
TOTAL (AI,o enler on line 9, Recapitulation)
(II more .poee i. needed, in.ert additional .heot. ol.ame .110,)
6,198.00
392.20
15,000.00
2,000.00
361. 00
60.00
74.71
782.00
25.00
S 24,892.91
Estate of Leah M, Bikle
File No, 21-96-0431
/lCHBDULB 0
Part A
Gross Allocated Net
Item Value Deductions Value
1. Schedule B Stock & Bonds $235,868.78 $14,529.51 $221,339,27
2. SchedUle D Mortgages & Notes 155,608.68 9,585,49 146,023.19
3. Schedule E Automobile 17,000,00 1,047,20 15,952.80
4. Schedule G Prudential endowment 10,590,45 652.37 9,938.08
5. Equit. of Iowa #956718 2,261.44 2,261.44
6, Pruco Life #R1 197 608 26,518.00 26,518.00
7. Prudential Life #80 494 329 3,290.72 3,290,72
TOTALS $451,138.07 $25,814.57 $425,323.50
Part B
1.
2.
3.
Schedule B
Schedule D
Schedule G
Stocks & Bonds
Mortgages & Notes
Prudential endowment
$235,868.78
155,608.68
10.590.45
$14,529.51
9,585.49
652,37
$221,339.27
146,023.19
9,938.08
TOTALS
$402,067.91
$24,767.37
$377,300.54
Wheat First
Butcher Singer
Serving InvestolS Sinco 1934
'II" HII,,~dlllll\l'
I't \ 1\." ~l\'
1\'1',1111111. 1':\ 17..'.1~
tili) ~7 \.~~I1'-
l~\\.') n".~SII'\
b,(j'li):il'.:;\I!
Scptcmbcr 9, 1996
MR RONALD D BUTLER P C
ATTORNEYS AT LAW
300 NORTH SECOND ST
PENTHOUSE SUITE
PO BOX 430
HARRISBURG PA 17108-0430
RE: Estatc of Lcah M. Bikle
Dcar Mr. Butlcr.
I am cnclosing thc information you rcquestcJ concerning thc \'alue of Leah Biklc's
account hcrc at Wheat First Butchcr Singcr, PI case call if you nceJ any further
information.
THE FOLLOWiNG ARE THE 11 BONDS RECENTLY RECEiVED V AWED
AS OF MAY 16, 1996:
5000. NORTH STAR SCH D1ST PA NUMBER TYPE
RFDG MBIA BNK QUALIFIED 7409.214 M
GENERAL OBLIGATION CUSIP.NUMBER
CPN 8.500% DUE 9/01/00 662577.AX.3 VALUE= 5079,05
5000. DAUPHIN CO PA GEN AU REV NUMBER TYPE
SR MTG MESSIAH VLGE P] 5868-814 M
SER 95 .REG. CUSIP.NUMBER
CPN 6.250% DUE 8/01/12 238259.E7.6 VALUE= 4750.90
5000. YORK CO HSP AUTH PA HL TH NUMBER TYPE
erR REV BDS SER A 92 8989.967 M
VILL AT SPRENKLE DR PRO] CUS1P.NUMBER
CPN 7.000% DUE 4/01/02986392.GL.6 VALUE= 5033.90
\\'h.',.. 1'..., \\",.1"" :""".'1" ,'",hl.,,,,,..~ .', Wh."", 1'..., :,.,,,"'11.., I". ,'1.",1" S.'" \,,,,~ "" l h.Io."".'
Wheat First
Butcher Singer
SCfvinU Investors Smco 1934
"1" HlI"I,1I111l\I'
I'{', 1'.." ."1.\'
1.'""111"11.1':\ I i~tl.'
lil;):i I,....,'.d~
(.".\'1 ~j1-,"""II."
Lt, tilil ~i\'.i":
10000. CUlvlBERLAND VALLEY SCH NUMBER TYPE
DIST CUMBERLAND CO PA 5844.310 M
BANK QUALIFIED AMBAC CUSIP.NUMBER
CPN 6.300% DUE 9/01/08230822.FL.7
V ALUE= 9947.80
10000. LACKA W ANNA CNTY NUMBER TYPE
GENERAL OBLIGATION 6938.516 M
SER A FGIC CUSlp.NUMBER
CPN 6,350% DUE 4/01109 505480.KX.0
VALUE= 10220,60
10000. LEBANON CO PA HSP REV BD NUMBER TYPE
SER93 GOOD SAMARITAN HSP 6955.289 M
PRO) .REG. CUSIP.NUMBER
CPN 6.000% DUE 11115/09 522453.CC-1
V ALUE= 9580,00
5000. DAUPHIN CO PA GEN AU REV NUMBER TYPE
SR MTG MESSIAH VLGE P) 5868.814 M
SER 95 .REG. CUSIP.NUMBER
CPN 6.250% DUE 8/01/12 238259.E7.6
V ALUE= 4800,00
10000. PENNSYLVANIA ST TPK COMM NUMBER TYPE
OIL FRANCHISE TAX RV A94 7679.768 M
BOOK ENTRY AMBAC O.LD CUSIp.NUMBER
CPN 6.000% DUE 12/01/14 709221.AR.6
V ALUE= 9966,00
15000. PENNSYLVANIA TURNPIKE NUMBER TYPE
COMMISSION REV BDS SER P 7677-8'15 M
BOOK ENTRY AMBAC CUSIP.NUMBER
CPN 6.000% DUE 12101/17 709223.MV.0
VALUE= 14874,00
15000. PENNSYLVANIA TURNPIKE NUMBER TYPE
COMMISSION REV BDS SER P 7677-875 M
BOOK ENTRY AMBAC CUS1P.NUMBER
CPN 6,000% DUE 12/01117 709223.MV.0
VALUE= 14874.00
5000. ANTRIM TWP PA M/A 1ST NUMBER TYPE
MTG RV SER93 !\'IENNO.HAVEN 5119.916 M
PENN HALL, INC P) .REG. CUSIP.NUMBER
CPN 6.400% DUE 7/01/23037264.AT.5
V ALUE= 4475,00
\Vlh',11 hl.tI\UhlU'1 :-:1Il1.:"11' .11l.1.ll'lH,ll~ 1.1 \\,1\1',11. rlt-l ~'\1I111h".!l1I . ~kll1h I S'.,\\ Y..ll ..;,..,ll.\, h.nl~"
, ,
Wheat First
Butcher Singer
SC''iing Invcslors Since 1934
'11'll\u",1111m\
I'i I ll.., -',\'
1,1',(11"11.1',-\ 111'.1:
(117);-;\...,1;,
t .',\'1 .~'i'l-........I...
1-.1\ (;17) :1,'.1\1:
THE FOLLOWING BONDS WERE IN LEAH Bl1<LE'S ACCOUNT ON MAY
16, 1996 AND ON THAT DATE THEIR VALUES WERE AS FOLLOWS:
5000. YORK CO HSP AUTH PA HLTH NUMBER TYPE
CTR REV BDS SER A 92 8989.967 tvl
VILL AT SPRENKLE DR PRO) CUSIP.NUMBER
CPN 7,000% DUE 4/01l02986392.GL-6 VALUE= 5072.25
25000. ALLENTO\'VN CITY PA V AR NU/-.\IlER TYPE
PURl' LEHIOH CO 00 RFDO 5057-633 M
BDS SER 93 REO A/-.-IBAC NC CUSIp.NUMBER
ePN 4.000% DUE 7/15/97018339.08-1 VALUE= 24868,00
5000. POTTSTO\'VN BORO PA MONTO NU/-.IBER TYPE
CO 0.0. REO FOIC 7845.910 M
ePN 6.500% DUE 9/01/07 CUSIP.NUMBER
738282.BN.l V ALUE= 5209.65
5000. POTTSTO\'VN BORO PA MONTO NUMBER TYPE
eo 0.0. REO FOIC 7845.910 M
ePN 6.500% DUE 9/01/07 CUSIP.NUMBER
738282.BN.I VALUE= 5209.65
5000. ALLEOHENY VALLEY pA SCH NUMBER TYPE
DIST OO'S SER94 AMBAC 5057.911 M
ALLEO CNTY BK/QUAL 0.1.0 CUSIP.NUMBER
ePN 5.750% DUE 11101/07 OJ 7452.DD':! VALUE= 513S,80
5000. PENNSYLVANIA TURNPIKE NUMBER TYPE
COMMISSION REV SER 0 7744.622 M
REMARKETINO FOlC REO CUSlp.NUMBER
CpN 7.400% DUE 12/01117 709223-FU-0 VALUE= 5537,50
5000.ADAMS CO PA REDEV AU FAC NUMBER TYPE
REV BDS BRETHREN HME 1') 5012.233 M
RFDO BDS .REO. CUSII'-NUMBER
CPN 6.650% DUE 3/01106 0061 18-BD-" VALUE= 4lJ5L'.L1l)
\\'Iw.ll hl'1 HUh.hl'l ~lIll.:I.'f \...lll,l.klll.UL. 1'1 \X'IW,lt. Fn" ~nl11111I..lll, . \\.-1111-. I S.I\ ,",'Il "'"" ~ I" II Ill:':.
ThePrudentlal ~
-
Money Management Group
1"'1 H.dtt I',I-_Ul.!..l l...,0I.>'
1',".1 UII I, t' Il./O 1..1',
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1.1.. I.' 1~1I "n!.l ~.'.t'J" IUIJ I,' 1'.11 ,'!:.I .'"
August 26, 19%
HARRY D BIKLE
40 LONGVIEW OR
MECHANICSBURG PA 17055
Client: LEAH M, BIKLE
Claim Settlement
Certificate#: ROS 872 012
DEAR MR. BIKLE:
Treasury Department Form 712 is to be completed on a life
insurance policy which becomes a claim at the death of the
In:lured. Its use does nnt apply in thiu case. h.)\-Iever, the
IUl10\ling 1111 II r1ll" \ 1,011 :;11,),11\1 did YOll In 1II,'h,:.,) .ll:~' r~p0rts.
Original Policy Number: 223971B1
Original Insured's Name: LEAH M. BIKLE
Date of Issue: JULY ll, 1962
Kind of Policy : ENDOWMENT
Amount of Policy proceeds at Maturity $11,285.11
The original policy matured on July 11, 1995, At that time, the
original policy was settled under one of the optional Modes of
Settlement,
( ) in accordance with the beneficiary provision in the policy,
(X) as requested by the Insured,
Claim Settlement Certificate Number : ROS 872 012
Payee : LEAH M. BIKLE Amount of Consideration used for
Certificate $11,28S.11.
Settlement effected upon the maturity of the endowment:
Option I - Installments for a definite period of time.
Option 2 - Life Income with a number of installments
certain.
Option 3 - Held by the Company, interest being paid
per iodically.
(X) Option 4 Installments of a definite amount.
Frequency of Payment: ( ) Annually ( ) Semi-Annually
.'
Ii
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.h " I i.
Fax Cnver Sheet
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T el~pholll! nurnuel:
J-ax nUlIlue,:
(7/V;)'36 -777;/
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PJgo<; III follow:
o
Datu:
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From:
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TclephoM number:
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Fax nUIl1LJ(~I:
Communts:
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pf 6(/~/-1~~S pn ;Y/AI /~/ /?lj~..
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Thi~~ f;1'1( m;IY conlilil1 privllcgr.t1.md l.~OI''1fidpn(IJllIlfofm''tll'n intellfJcd 0(\1\' (01 UI(.' win of tiN; "'1l1(~re~:;,c(:;) f1.11lll:J ~l)()Vf~. II tilt'
readel ul thi:- IllCS:iDOC lS not lht! Ult~ndt!(J ICClr"~nt or 1hl! (~I1IIJI()Vf'1! or ;~f"l1t 1r:~pt')I\~.aU.:- (or dt'hv("lrirl~11h'! 'I1~S:.;I~': tv tl'":--
n1tcndcd rccipicnt(r.), pln.1!tC l1uh"l lhill any dI5f.(~millati()n. dlc;tnbutiol1 or <.:upyin<.l of tllI~ roullllunjc:~tll)n I~; stlictly J,,1fOhlhltf.t1
Anyone who rcc~ivt:'s this cornnHJl1ication In ecrU! ~;hourll nntify U~ IInnw(h:lIdy bv t~t~p"unc anu InhHf1 tl..._~ Ofl~,u"l,'1 0\1::.:;;)\1.
to us ~t the ~ddress Joove via till' U.S, Mail. Of du.truy th~ "m">~!1<.' '" rtr. ,,"tndy,
ny 1,:xo,,,.ll\l ohnll hovo 11111 pl\wl1r IInd tho nolo dincrotion to natinfy
thin <Iovino IlIlll 110'1"110\ f wholly 1\\ IHlllly, in canh or kind and to noloct the
annets that will Ill! convl1yull \1\ I"y 11IllIband. All anooto DO conveyed to my
huuband 11111111 II.. valll..,1 at lho v"ln.. lhoroo[ nu [innlly determined for fedoral
estato tax pU\poooul and p\ovldlHl [urthor that my Executor, in ordor to
implemnnt thin dovln.. and ""'In"ol., nhall diotributo to my hunbnnd nnnetD,
including cauh, having an n<JlJro1Jato [nir market value at tho dato or datos of
dintribut Ion nl"ollntln<] to no l..lIu thnn the amount of thin dovine and bequont
an finolly d..t..rminod [or [odornl ontnto tax purpooen; and provided further
that thero nh"ll not "0 convoyod to my hunband any policY of inourance on the
lifo of my huoband, or any nnnet, or tho proceedo of any nooet, which will not
qualifY for tho morital deduction, Tho oxorcioe of the foregoing power and
discretion by my t:xocutol" nhnll not bo oubject to quostion by or on behalf of
any benoflciary,
In tho ovonl that my lIuoband, IIARRY 0, BIKLE, predeceaoeo mo, I
givo, dovlno and bO'lu..nlh nil my proporty no provided in tho ouccoeding Item
of thin wilL.
ITlm.2' 1 'Jlvo, doviao nnd bequeath the reoidue of my eotato, of
OVU\y "nlul'O nnd whorovor nitunto, to my Truntee, III TRUST, for the following
uutU nntl purpODOI) I
'-1t .>._i 1'\ 'I , f,jL
-3-
(a) The Truoteeo ohall pay to or expend and apply
for the benefit of my Huoband, HARRY D. BIKLE, 00 much of
the income and principal as they, in theIr oole
discretion, deems necessary for his proper support,
maintenance and welfare, including medical, surgical,
hospital or other institutional care, having in mind both
the standard of living to which he has been accustomed and
the income available to or for him from other oources,
Any income not distributed ohall be added to principal.
(b) After the death of my husband, or if HARRY D.
BIKLE predeceaoeo me, then upon my death, the Trust shall
terminate and the Trustees shall distribute the then
remaining Trust corpus to my children, KATHLEEN A. KUEHL
of Mt. Union, pennsylvania, SHARON M. HELLER of
Bendersville, Pennsylvania, STEPHEN 0, BIKLE of
Bechtelsville, Pennsylvania and JEFFREY M, BIKLE of Texas,
equally, share and share alike. In the event that one or
more of my children should not then be liVing, his or her
share shall be distributed to his or her children, if any,
in equal shares, or if none, to my surviving children, in
equal shares.
\..:... /J
\.1 Lt, 1,1. f{.pcr....,
. .
-4-
mannQr ao thoy may 000 fit; provided, however that all
righto to oubocribo to noW or additional otock or
socuritioo, and all liquidating dividondo ohall bo doomod
to bo principal.
The Truotoos may freely act under all or any of the powors of this
Agrooment given to them in all mattero concerning tho Trust heroby
established, after forming their judgmont based upon all tho circumstances of
any particular situation ao to the wioost and beot couroo to puroue, without
the necossity of obtaining the conoont or approval of any court, and
notwithstanding that they may also be acting as an individual, or as trustee
of other trusts, or as an agent for other persons or corporations interested
in the same matters, or may be interested in connection with the same matters
as stockholders, directors or otherwise,
The powers herein granted to the Trustees may be exercised in whole
or in part, from time to time, and shall be deemed to be supplementary to and
not exclusive of the general powers of trustee pursuant to law, and shall
include all powers necessary to carry the same into effect. The enumeration
of specific powers herein shall not be construed in any way to limit or affect
the general powers herein granted.
ITEI-\ 7. The Trustees of the foregoing Trust shall be KATHLEEN 1-\.
KUEHL of Mt. Union, pennsylvania and SHARON 1-\, HELLER of nendersville,
\.1-' ) \
\-..t.,j.. ~Y\. HJJv
-9-
Pennoylvania. In addition to other provioiono applicable to truoteoo
generally, the following provioiono ohall apply to the Truoteeol
(a) No bond or surety ohall be required of the Trustees or of
any SUcceosor Trustee who shall serve hereunder,
(b) The Trustees or any successor Truotee may reoign by an
instrument in writing.
(C) The Trustees or any successor Trustee may appoint any
person, firm or corporation, other than the Testator or any firm or
corporation in which the Testator hao an interest, aD OUcceDsor
Trustee,
(d) Any succeooor Trustee shall have and may exercise all the
rights, powers, duties and discretiono conferred or impoDed on the
TruDtee.
(e) No one dealing with any Trustee need inqUire concerning
the validity of anything the Trustee purports to do, or see to the
application of any money paid or property transferred to or upon the
order of the TrUDtee.
(f) No OUcceDoor TruDtee shall be obliged to examine the
accounts and actionD of any previoUD TruDtee.
~, /I l. /.uJ.e<-
-10-
.
(g) Uo nuccennor Truntee nhall be renponniblo in any way for
any acts or ominsions of any provious Trusteo.
(h) No Trustee shall be liable for any act or omission unless
the same be due to that Truntee's own willful default.
(i) In the event of the resignation, death or incapacity of
any Trustee, in further event that no successor Trusteo has been
appointed, then that vacancy shall not be filled and tho remaining
Trustee shall continue to serve ao the only Trustee.
(k) The compenoation to be paid to and corporate Trustee for
its ordinary services as Trustee shall be at the rates prescribed
for similar trust services in its standard compensation schedule in
effect at the time of each charging of such compensation, unless it
agrees in writing to a different fee arrangement. Any corporate
Trustee shall receive reasonable additional compensation for all
requested or required extraordinary services. It may deduct the
compensation at such time or times and from such sources as it may
reasonably determine, Reasonable compensation ohall be paid to any
individual nerving an Truotoe, unlens the individual waiven tho
right to recoive compcnoation.
ITEM 8. Whenever and no often ao any beneficiary hereunder to whom
payments are herein directed to be made ohall be under legal disability or in
\...i _ " 11
,u,...J, n I ,fkf.> (..
-11-
tho 0010 judgmont of my Exocutoro or Truotooo ohall othorwioo bo unable to
apply ouch paymonto to hiD or hor own boot advantago my Exocutoro or Truoteeo
may mako all or any portion of such paymonto in any one or moro of tho
following wayo I
(a) Directly to ouch beneficiary,
(b) To tho legal guardian or conoervator of ouch
beneficiary,
(c) TO a relativo of ouch beneficiary to be expended
by such relative for the benefit of ouch beneficiary.
(d) By themoelveo, expending the oame for the benofit of such
beneficiary.
ITEM 9. If my Husband, HARRY D. BIKLE, and I should die at the same
time, or in a common disaoter, or under ouch circumotances that it is
difficult or impossible to determine who died first, I shall be deemed to have
survived him.
ITEM 11. I hereby nominate, conotituto and appoint my lIuoband,
IIARRY D, BIKLE, as Executor of my eotate. In tho event that he is unable or
unwilling to serve in thio capacity, I then nominate, constitute and ~ppoint,
KATHLEEN A. KUEHL of lit. union and SHARON II. HELLER of Benderoville,
\. [,., " (I
.--:r-L.), 1\., Li.Lt~
-12-
.
pennsylvania, aD ExecutrixeD of my oDtate, In tho ovont that oithor io unable
or unwilling to oervo in thio capacity, I thon nominato, conotituto and
appoint the ourvivor aD sole Executrix of my ootate,
In addition to the powero conferrod by law, my Executoro ohall have
the same powero granted to my TruoteeD in ITEM 6 above.
MY Executoro and Trusteeo are specifically relieved from the duty or
obligation of filing any bond or bondo.
III WITNESS WHEREOF, I have hereunto oet my hand and ooal to thio my
Last will and Testament, thio .:",.L
day of ~"~t
, A.D., 1995,
,-{. cia.
",..A n,. '\ :....,..
Leah M. Bikle
(SEAL)
.,,,m'j;ur/lk
I
residing at jJ'.f''I ~ ~
fIM/IkJ~'{} 1.1.. 17//~
c.
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residing at
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
L'_
,~UREAU OF INDIVIDUAL TAMES
"lnUIl"'CI lAX IJlvtsJ(l1r4
'1. <'Mbol
t'AUIfISBUJlG. PA 111;'8-01101
NOTICE or INllERIIANCE TAM
API'RAISEMENT. AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
il 'EV: i5'4Y Elf -j. FP--io'3-: 97-'- - NOl'-i CniF - iiiREil-iTAN-c E- TAX -iiP' piliiisEifENT-; -j.i.i.OWAN-C E - iili'- ----_____ _ _ _ _ _ __
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LEAH M FILE NO. 21 96'0431 ACN 101
RONALD D BUTlER
300 N 2ND ST
PO BOX 430
HBG
E5Q
PA 17108-0562
III
121
131
141
151
(6)
171
191
IlOI
04-21-97
BIKLE
05-16-96
21 96-0431
CUMBERLAND
101
I
Allount Renit ted
~,..~'
; ~l~ ~~
-.~. .r;
'''-u.,.. '" III ",
LEAH
M
ESTATE OF BIKLE
TAX RETURN WAS: 1
I ACCEPTED AS FILED
1 X I CHANGED
SEE
DATE
ATTACHED
04-21-97
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. (Schedule A)
2. Stocks end Bonds (Schedule 8)
3. Closely Hald stock/Partnership Int.rest (Schedule CJ
4. Harig.gas/Not.s Receivable (Schedule DJ
S. Cash/Sank Deposits/Hlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule fJ
7. Transfers (Schedule Gl
8. Tot.l Ass.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.... Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage liabilities/liens (Schedule X)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/CoYern~ent.l aequests (Schedule J)
14. Net Value of Eltat. Subject to Tax
NOTE:
,00
235.868.78
.00
155.608,68
17.000.00
,00
21.957,05
181
24.892.91
1.635,00
1111
1121
1131
1141
NOTE: To insure proper
credit to your account,
lub~it the upper portion
of this for~ with your
tax paynent.
430,434,51
?6 .~n 91
403.906,60
,00
403.906.60
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of line 14 at Spousal rate (15)
16. Anount of line 14 taxable at lineal/Class A rate (16)
17. A~ount of line 14 taxable at Collateral/Class a rate (17)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
08-06-96
11-04-96
RECEIPT
NUMBER
AAI46602
AAI46906
DISCOUNT 1'1
INTEREST/PEH PAID I-I
459.93
,00
250.597,15 x,OO=
153.309,45 X ,06=
,00 x' 15=
1181
AMOUHT PAID
10.000.00
3.944,37
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CAlCULATIOH OF ADDITIOHAl INTEREST,
.00
9.198.57
.00
9.198,57
14.404.30
5.205.73CR
.00
5.205.73CR
I IF TOTAL DUE IS LESS THAN '1. NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY DE DUE
A REFUHD. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. I
AESEAVA110NI E.tata. of dacadant. dying on or bafora Daca.bar lZ, I~az .- If any future Intara.t In tha a.tat. I. tran.farrad
In pOI.a..lon or anjoy.ant to Cia.' B (collataral) banaflciarla. of tha dacedant aftar tha a.plr.tlon of any a.tat. for
Ilfa or for yaar., tha co..onw.alth heraby a.pra..1Y r..arv.' the right to appral.a and a..." tran.far Inharltanc. Ta.a.
at tha lawful Cle.' I (collataral) rata an any .uch future intara.t.
PURPOSE OF
NOTICE 1
10 fulfill tha requlre.ant. of Sactlon ZI40 of the Inharltance and [.tate Ta. Act, Act ZI of 1995. (7Z P.S.
Sactlon 9140),
PAY"[NT:
Detach the top portion of thl. Notice and .ub.lt with your pay.ant to the Aagl.ter of will. prlntad on the ravars. .Ide.
u"aka chack or .oney ordar payable tal REGISTER OF MILLS, ACENT
AEFUND (tAU
A refund of a taM cradlt, which wa. not raquastad on the la. Aaturn, .ay ba raqualtad by co.platlng an "Application
for A.fund of pann.ylvanla Inharltance and E.tata Ta." (REY-1313). Application. ar. avallabl. at tha Offlca
of the A.gI.tar of Will., any of tha Z3 Aevenu. Ol.trlct Offlca., or by calling the .peclal Z4-hour
an.w.rlng .arvlca nuaber. for fora. ord.rlngt In Penn,Ylvanla 1-800-16Z.Z050, out.lda P.nn.ylvania and
within local Harrl.burg ar.. (717) 787-8094, 100. (717) 77Z.ZZ5Z eHaarlng I.palred Only).
OBJt:CTlOHS:
Any party In Intare.t not satllfl.d with tha appral...ant, allowanc. or dllallowanc. of d.ductlons, or ass....ant
of taM (Including discount or Intere.t) as shown on this Hotlca .u.t Object within .I.ty (60) day. of receipt of
this Notice by:
--written prot.st to tha PA Depart..nt of Aav.nua, Board of App.al., D.pt. l810l1, HarrisbUrg, PA
--a'actlon to hava tha .attar dataraln.d .t audit of the account of the par sana I r.pr..antatlve,
.-appaal to the Orphan.' Court.
l1UI.lOll,
OR
ADHIN
IS1RATlYE
CORRECTIONS I
Factual arror' dlscovarad on thl. a......ent should ba addre..ed In writing tot PA D.part.ant of Revenua.
Bureau of Individual la.." AllN: po.t A..as...nt Ravl.w unit, Dept. l80601. Harrl.burg, PA 171la-0601
PhOn. (717) 787-6505. S.e paga 5 of the bookl.t "Inltructlon. for Inherltanc. Ta. R.turn for. R.sldant
Oac.dent" (REV.IS01) for an e.planatlon of ad.lnl.tratlv.lv corr.ctabl. arror..
DISCOUNT:
If any t.. dua I. paid within three (]) calandar aonth. after tha d.c.dant'. d.ath, a flva p.rcant (5X) dl.count of
the ta. paid Is allow.d.
PENAL1VI
lh. 15X ta. .an..ty non-participation p.nalty I. co.put.d on the total of the ta. and Intar..t al.ellad, and not
paid before January 18, 1996, the first day .ftar the end of the ta. a.na.ty parlod. lhl. non-participation
penalty I. app.alabl. In the la.. .anner and In tha the .a.e ti.. periOd as you would app.al tha taM and lntar.st
that ha. bean a,.....d a, Indlcatad on thl. notlc..
INTEREST 1
Int.r.lt l. charged b.glnnlng with first day of delinquancy, or nine (9) .onth. and on. (I) day fro. the data of
d.ath. to the date of pay.ent. la.e. which baca.e delinquant b.fore January 1. 1911 b.ar Inter..t at the rata of
six C6~) p.rc.nt p.r annu. calculated at a dally rat. of .000164. All ta... which baca.. d.llnquent on and after
January 1. 1982 will b.ar Int.r.lt at a rate ~hlch will vary fro. calandar y.ar to calendar year with that rata
announced by the PA Depart.ant of Aavanue. 1he appllcabl. Intere,t ratel for 1911 through 1997 ar.t
'!!!! Int.r..t Aate Oally 1nt.r..t Factor !!!r Int.r..t Rat. DallY Int.r..t Factor
19a2 lOZ .OaaS41 1917 .~ ,aOOl47
19U 16Z .000438 1988-1991 11Z .oaosal
1984 11Z .0aOSOl llJ9l .~ .aOOl47
1915 ISZ .aaonla 1995-199ft n .OOOIIJl
19a6 lOX .Oaaz14 1995.1997 .~ .OOOl47
ulntar..t Is calculatad at follo"s:
INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotlc. Is.u.d aft.r the taM b.coae. dellnquant will rafl.ct an Intera,t calculation to flft.en CIS) days
bayond the d.t. of the .".....nt. If pay..nt Is .ad. afhr the Int.ra.t co.putatlon data Ihown on the
Notlca, additional Int.r..t w.t be calculat.d.
OR
..
r
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COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
~*
BUREAU OF INDIVIDUAL TAXES
INtf[RIUHC[ TAX DIVISION
DEn. 180601
t1ARRlSBUAC, PA l11Z8-0601
....'.1111&.. III.'"
RONALD 0 BUTLER
300 N 2ND ST
PO BOX 430
HBG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-02-97
BIKlE
05-16-96
21 96-0431
CUMBERLAND
101
LEAH
M
A.aunt R.nl U.d
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE: To lnsure proper credit to your account, sub"it the upper portion of this forn with your tax p.y..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
Riv:il.-0-j-EiCAFP-iii3":97y------iiiiii-iNHERii.-ANC'E-TAX-si'jifEH'ENT-oTACCouiif--i.-.ii---------------------
ESTATE OF BIKLE lEAH M FILE NO.21 96-0431 ACN 101 DATE 06-02-97
THIS STATEHENT 15 PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHOWN BELOW
15 A SUHHARY OF THE PRINCIPAL TAX DUE, APPlICATIDN OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-14-97
9,198.57
PRINCIPAL TAX DUE, ,______H
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
08-06-96 AA146602 459,93 10,000,00
1l-04-96 AAI46906 ,DO 3,944.37
05-12-97 REFUND .00 5,205.73-
TOTAL TAX CREDIT
9,198.57
BALANCE OF TAX DUE
.00
TOTAL DUE
.00
,DO
INTEREST AND PEN.
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE 15 lESS THAN $1,
ND PAYHENT 15 REQUIRED.
IF TDTAl DUE 15 REflECTED AS A "CREDIT" (CRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
i
,
,i
i
,
I
i
PAYI1ENTl
f")
I
Detlch the taP portlotLof.lthh Notice and tub.1t with your pay..nt ..d. payable to the n... end addr...
printed on the r.v.r~.).~j..
If RESJDE:NT DECEDENT .aka chack or .onay urdu PlIyabla tal RECISTER Of WILLS, ACENT.
If NOH. RESIDENT DECEDENT uk. ctMck or lIOMy ord.r pllvabh tal COHHONWEAlTH OF PENNSYLVANIA.
REFUND (CA)I A r.fund of II tax cradlt. which .... not raqua.tad on the Tax Aeturn, ..y ba raqua.tad by coapl.tlng en
"Application for R.fund 0' P~.ylvanl. Inheritance and [,t.t. Tax. (REV-13IS). Applications .t. avallabl. lit
the Of'lcII of the Allgl.ter of Willi, any of the 23 Rav.null DI.trlct Offlc.. or frail the DaPllrt.ent', Z4-hour
answering l.rvlclI nuab.r. for for., ordlrlnaJ In Penn'Vlvanla loaaO-S62-ZD5D, out, Ida Pennsvlvanl.
and within local Harrisburg at.. (111) 711-ID94, TOOl (111) 712-2252 (Ho.rlng 1~.lr.d only).
REPL V TOI
DISCOUNT:
PENALTY:
INTERESTr
Que.tlon. rag.rdlng arror. contelnad on thl. notle. .hould ba addr....d tal PA D.part.ant of R.venue, Buraau
of Individual T..." ATTNr po.t A......ont Ravl.w unit, Dopt. 28D601, Harrl.burg, PA 11121-0601, phon.
(7)1> 187-6505.
If any tl. dua I' paid within thraa (]) c.lendar .anth. aftar tha dacadant.. daath, a flv. parcent (5~) dl.count
of tho ta. paid I. allowad.
Tha 15~ ta. ..nasty non-plrtlelpatlon pen.lty I. co.putad on tho total of the ta. and Intara.t a..a..ad, and not
paid b.for. January 18, 1996, tha flr.t d.y .ftar the and of tho t.. aana.ty porlod.
Intar..t 1. chargad boglnnlng with flr.t d.y of dallnqu.ncy, or nlna 19) ~th. and one (1) day fro. the data of
daath, to the d.ta of p.y..nt. T.... which bac... dallnquant b.for. January I, 1912 ba.r Int.r..t at tha rata of
.1. (6X) parcant p.r ~ calculatod at a dally rata of .000164, All t.... which baca.. d.llnquent on and aftar
Janu.ry I, 198Z will be.r Intora.t .t a rata which will vary fro. calend.r y..r to cal.ndar ya.r with th.t rat.
announc.d by the PA Dop.rt.ont of R.v.nuo. Th. appllcabl. Int.ra.t rat.. for 191Z through 1997 ar.r
Vo.r Int.ro.t R.ta Dally Intor..t F.ctor
V..r
Int.rost Rat.
Dally lnt.r..t F.ctor
1912 z.~ .000548 1987 .~ .oonu
1981 16~ .ooooa 191111-1991 11:< .000501
1984 11:< .000501 199Z .~ ,000247
1915 1S~ .000556 1993-199" 7~ .000192
1.16 1O~ .ooun 1995-1997 .~ .000247
--Intar..t I. calculatad .. fol1o",.r
INTEREST ~ BALANCE OF TAX UNPAID X NUHBER OF DAYS DELIN~UEHT X DAILY INTEREST FACTOR
--Any Notlca I..uad aftar tha ta. baco.a. dallnquent "'III rafl.ct an Intar..t calculation to flft.an (IS) day,
bayond tha data of the ........nt. If pey..nt I. a.d. .ftar the Intara.t co~t.tlan d.t. shown on tha
Notlc., .ddltlon.1 Intor..t .u.t ba c.lculatad.
,
,
PURPOSE OF
NOTICE:
To ful'lll the r.qulr...nt. of S.ctlon ZI~S (biD' the rnhe~ltanCI and E.tat. TaM Act, Act 21 of 1995.
(72 P.S. S.ctlon 91~5).
PAVHENTJ
Detach thl top po~tlon of thl. Hotlc. and .ub.lt with your pay..nt to the A.gl.t.r of WIll. prlnt.d on the
r.v.r.. .ld..
-- "aka ch.ck or .on.y ord.r payabl, tal REGISTER OF' HILLS, ACENT.
REFUND (CR)a
A r,'und 0' . tlM cradlt ..y b. r.qu..t.d by co.pl.tlng an "ApplIcation for R.fund of P.nn,ylvanla
Inh.rltanc. and E.t.t. T.x" (REY-l1IS). ApplIcatIon. .ra .vallabl. at the Dfflc. of the R.gI.t.r of WIll.,
.ny of the 2~ R.v.nu. DI.trlct Dfflc.. or frol th. D.p.rt'lnt'. 2~-hou~ an,wlrlng ..rvlc. nu.b.~. for for.. ord.rlng:
In P.nn.ylv.nla 1-800-162-2050, out.ld. P.nn.ylv.nla .nd within local Harrl.burg .r.. (717) 787-809~,
TOOl (717) 772-2252 (H..rlng r.patr.d On)y).
OBJECTIONS I Any p.rty In Int.r..t not ..tl.fl.d wIth the ........nt of tax .. .hown on thl. notlc. ..y obJ.ct within
,I.ty (6DJ d.y. of r.c.lpt of thl. Nottc. by:
--wrltt.n prot..t to the PA Depart'ent of R.v.nu.. Bo.rd of App.al., D.pt. 281021, H.rrl.burg, PA 17128-1021, OR
--al.ctlng to have the ..tt.r d.t.raln.d .t audit 0' the p.r.onal r.pre..nt.tlv., OR
--.pp..1 to the Orph.n.. Court.
AOHIN-
ISTRATIVE
CORRECTIONS I Factu.l error, dl.cov.r.d on thl. ........nt .hould be .ddr....d In writing to: PA D.part.'nt 0' RIV'nu.,
Bur.au of Indlvldu.l T...., ATTNt POlt A.......nt R.vl.w Unit, D,pt. 280601, Harrl.burg, PA 17128-0601.
Phona (717J 737-6505. S.. p.g. 5 of the bookl.t "In.tructlonl for Inh.rlt.nc. T.x R.turn for I A,.ld.nt
D.c.d.nt" (REY-ISOIJ for .n ..plan.tlon of .dalnl'tr.tlv.ly corr.ct.bl. ,rror,.
PENALTY;
Th. l5~ tax .~,.ty non'partlclp.tlon p.nalty I. co.put.d on the total of the tax .nd Int.r..t .......d. and not
paid before January 18, 1996, the flr.t day .ft.r the and of the tax ..n..ty p.rlod. Thl. non-p.rtlclpatlon
p.nalty I. .pp..labl, In the .... .ann.r and In the the .... tl.. p.rlod a. yOU would .ppe.1 the ta. and Int.r..t
th.t ha. be.n .......d I' Indlc.t.d on thl. notlca.
INTEREST:
For date. of d.lth on or aft.r 10-1-91, P.nn.ylv.ntl E.t.t. Ta. bl.ed on the Fed.ral E.tlta Ta.
r.tu~n b.co... d.llnqu.nt at thl I.plratlon 0' nln. (0') .onth. fro. the data of d..th.
Fo~ dat.. 0' d..th p~lo~ to 10-3-'1, P.nn.ylvanla E.t.t. T.. b...d on the F.d'~al E,tat. T.. ~.tu~n
b.co... d'llnqu.nt at thl I.plratlon of .Ight..n (18) aanth. f~o. the d.tl of de.th.
Ta... which b.ca.. dellnqu.nt bafo~. Janu.~y I, 1982 b..r Int.r..t .t the rat. of .1. (6X) p.rc.nt p.r annu.
c.lcul.t.d at 8 dally rat. a' .00016~. All t.... which b.cl.. d.llnqu.nt on or a't.r January I, 1982 will b.ar
Int.r.,t at a rat. which will vary fro. c.l.ndar yair to c.l.ndl~ y..r with that ret. .nnounc.d by the PA
D.p.rt..nt of R,vlnue. Thl appllc.bl. Int.r..t rat.. for 1982 through 1997 .r'l
V.ar [nt"..t R.t. Dally Intarllt Fecto~ V..r Intar..t Rat. Dally [nt""t Factor
1982 20;c .000548 1987 'X .000247
1981 16X .000438 1988-1991 IlX .ODD301
198~ 11:< .000101 1992 'X .0002'\7
1935 UX .000156 1991-199~ 7X .000192
1986 10~ .00027'\ 1995-1997 'X .000247
--[nhr..t Is calculat.d .. fallows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. Ilsu.d .ftlr the tex b.ca... dlllnqu.nt will r.fl.ct an Int.r..t calculation to flft.'n (15J daYI
blYond thl date a' the e.......nt. If ply..nt I. .ada aft.r tha Int.r..t coeputatlon date .hown on tha
Notlcl, eddltlonal Int.~..t au.t bl calcul.t.d.
PURPOSE OF
NOflCEI
To fulfill the requlreeents of S.~tlon 21~5 Ib) of tho Inheritance and (stat. Tax Act, Act 21 of 1995.
172 P.S. Slctlon 91~5).
PAVHENh
Detach tho top portion of this Notl~. and subelt with your pay..nt to tho Reglst.r of Wills printed on tho
r.v.r.. .Id..
.. Hak. ch.ck or .on.y ord.r payable tal REGISTER or MILLS, AGENT.
REFUND CCR):
A r.fund of a tax cr.dlt .ay b. r.qu.sted by coopletlng an "Application for P.fund Df P.nnsylvanla
Inh.rltanc. and Estat. Tax" IPEY-I]l]). Applications aro avallabl. at the Dfflc. of tho R.glster of Wills,
any Df tho 2] Rovenu. District Offl~es or fro. tho D,part,.nt'. 2~'hDur answ.rlng s.rvl~. nu.b.r. for for.. ord.rlng:
In P.nn'Ylvanla 1-800-]62-2050, out.ld. P.nnsYlvanla and within local Harrisburg ar.a (7171 787-8094,
TOOl (717) 772-2252 (H.arlng l.palred Only).
OBJECTIONS I Any party In Int.r..t not satl.fl.d with the ass.ss..nt Df tax as shown on thl. not Ie. .ay Object within
.Ixty (60) day. Df rec.lpt of thl. Notlc. bYI
"wrJtton protest to the PA Dllpart.ent of R.vllnue, BDard of App.als, C.pt. 211021, Harrisburg, PA 17128-1O?1, OR
.-el.ctlng tD have tho .att.r deterelned at audit of the p.rsonal representatlv., OR
.-appeal to tho Orphan.' CDurt.
AOHIN.
ISTRATlVE
CORRECTIONS: Factual .rror. dl.cover.d Dn this a.s..s..nt should b. addre.sed In writing tD: PA Depart.ent of Rev.nue,
Bureau of Individual Tax.s. ATTNI PDst Ass.sseent Rllvlew Unit, Dept. 280601, Harrisburg, PA 17128-0601,
Phone (717) 787-6505. Slle page 5 of the booklet "Instru~tlon. for Inherltanc. Tax Return for a RIl.ldent
Dec.dent" CREY-1501) for an ..planatlon of ad.lnlstratlv.ly correctabl. Ilrror..
PENALTY:
The IS~ tax a.nesty non-participation penalty I. co.puted on tho total of the tax and Interest asse,slld, and not
paid be for. January 18. 1996, tho first day after tho .nd of tho tax a.nesty period. This non-participation
penalty I. appealable In the sa.. .anner and In tho the sa.. tl.. period as you would appeal the tax and Int.re.t
that ha. belln .s.....d a. Indicated on thl. notl~e.
INTEREST:
For dat.. Df d.ath on or aft.r 10-]-91, P.nnsylvanla E.tat. Tax baslld on the Fed.ral Estat. Ta.
return beco.e. d.llnqu.nt at tho expiration Df nln. (09) .onths fro. tho date of d.ath.
For dat.. of death prior to 10-]-91, P.nnsylvanla E.tat. Ta. bas.d on the rederal E.tate Ta. return
b.co.e. delinquent at tho .xplratlon of elght.en (18) .onth. fro. the date of d.ath.
Taxe. which beca.. dollnquent b.for. January I, 1982 boar Int.r..t at tho rat. of .1. C6~) porc.nt por annu.
calculated at a dally rat. of .000164. All ta.es which b.ca.. d.llnquont on or aft.r January 1, 1982 will b.ar
Int.r..t at a rat. which w)ll vary fro. calendar Yllar to calendar Yllar with that rate announclld by th. PA
Depart.llnt of R.v.nuo. The applicable Int.re.t rat.. for 1982 through 1997 ar'l
V.ar lnternt Rat. Dally Internt Factor V.., lnternt Rato Dally Internt factar
19112 2a~ .OaoS~8 1987 'Z .000247
1983 16~ .000~]8 19&8-1991 11% .000301
1984 ll~ .000301 1992 'Z .000247
19115 UiC .00nS6 199]-199~ lZ .000192
1986 10~ .00027'- 1995.1997 9Z .000247
--Inter..t Is calculated .. follo.u
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notice I..u.d aft.r tho tax b.~o'" d.llnquent will r.flect an Int.r..t calculation to flft..n 1151 day.
b.yond tho date of tho 8.,..s.ent. If pay..nt I, .ad. aft.r tho Int.rost c08Putatlon date ,ho,," on tho
Notlc., additional Int.r..t lUst be calculated.
PURPOSE OF
HOUCEr
To fulfill the r.qulr...nt. of Section 2145 (b) of the Inh.rltanc. and Elt.t. raK Act, Act 21 of 1995. (72 P.S.
S.ctlon 91451.
PAV"EHr I
Oltach the top portion
r.vlr.. Itdl.
.. "aka check or .on.y
of thll Hotlce and lub.lt with your pay.ent to thl Re;llter of Willi prlntld on thl
ordlr p.yable tOI
REGISTER OF HILLS, AGENT,
REFUHD tCRI: A r.fund of a taK credit .ay b. r.quest.d by co.pl.tln; an "Application for Refund of P.nnlylvanla
Inh.rltanc. and Eltat. rax" {REV-I]I]I. Application. are av.llable at the Office of the R.gl.t.r of Will.,
any of the 21 R.v.nu. Dlltrict Off Ie.. or fro. the D.p.rt..nt". 24-hour answ.rlng ..rvlc. nu.b.r. for for.1 ord.rln;1
In P.nn.ylvanla 1-800-]62-2050, out.ld. P.nnsylvanla and within local H.rrl.burg .r.. (717) 787-8094,
TOOl (717) 772-225Z (H..rlng I.palred Only).
OBJECT TONS, Any party In Int.re.t not .atl.fl.d with the ........nt of ta. a. .hown on thl. notice .ay obJ.ct within
.bty (60) days of r.c.lpt of this Notice by,
--wrltt.n prota.t to the PA Depart..nt of R.vlnue, Board of App.al., D.pt. 2810ZI, Harrl.bur;, PA 17128-1021, OR
-.allctlng to havI the lIIattlr deter.ln.d at audit of the p.r.onal r.prls.ntatlv., OR
--app.al to the Orphan.' Court
AO"IN-
ISTRUIYE
CORRECTIONS I Factual .rror. dl.coverld on this ........nt .hould bl addr...ed In writing to: PA D.part..nt of R'V.nul,
Bur.au of Individual Ta..., ATTHI Po.t A".....nt R.vlew Unit, D.pt. 280601, Harrl.burg, PA 111Z8-0601,
Phon. {7171 187-6505. S.. page 5 of the booklet "Instruction. for Inh.rltance Tax R.turn for a R..ld.nt
O.c.d.nt" (REY-1501) for an a.plan.tlon of ad.lnl,tr.tlv.lY corrlctabl. Irror..
PENALTY I
Th. 15~ taK eane.ty non-participation p.nalty I. Co.puted on the tot.1 of thl t.. and Int.r..t a',.s'.d, and not
paid b.for. January 18, 1996, thl flr.t day aft.r thl end of tha ta. a.n..ty periOd. Thl. non'partlclpatlon
pen.lty I. appeal.ble In the .... lIIann.r and In thl the .... tl.. periOd a. you would appeal the ta. and Int.r..t
that has b..n .......d .. Indlcat.d on thl. notlc..
INTEREST:
Addltlon.l Penn.ylvanla E.tat. Ta. .......d .. . re.ult of . change on the r.der.1 Estat. Ta. clo.lng
I.tt.r b.co... dallnqu.nt .t the ..plr.tlon of ona (I) .onth fro. the d.t. the fln.1 notlca of the Incr....
In rld.r.l E.tat. Ta. I. r.cllv.d.
T..I. which b.c..a d.llnqu.nt before Janu.ry I, 198Z b.ar Int.r..t .t thl r.tl of .1. (6~1 perc.nt p.r annua
calculat.d at a dally rat. of .000164. All tax.. which b.c.e. delinquent on or aft.r January I, 198Z will b..r
Int.r..t .t a rat. which will vary fro. calendar y.ar to cal.ndar y.ar with that rata announc.d by the PA
D.part..nt of Rlvanu.. T~I applicable Intar..t rat.. for 198Z throu;h 1997 ara:
V..r Inter..t Rate Dally Inter..t Factar V.ar Int.r..t R.t. Dally Int.r..t Factor
1982 ZOiC .000548 1987 'X .OOOZU
198] 16X .000U8 1988-1991 lIX .000501
1984 11:< .000301 1992 'X .OOOZU
l'idS 13iC .OOnS6 1991-1994 ]X .ounz
1986 lOX .000Z74 1995-1997 'X .OOOZ47
.-Int"..t I. calculat.d .. follows:
INTEREST = BALANCE DF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlce I..u.d .Itar thl ta. blco..s dellnqu.nt will reflect an Int.r..t c.lcul.tlon to flft.~ (151 d.y.
beyond thl date of the .'......nt. If pay..nt I. .ad. .ft.r the Int.r..t coaputatlon d.t. 'hown on the
Notlc., additional Int.r..t _u.t be c.lcul.t.d.
\
,
RON^LD D. BUTLER, p, C,
ATloRNtn AT tAW
HiR[t tIUHOI'[O NOIU.. !oI:COHO ~lIlLl::'
P[''-''Olj'lI: !>uI'l
',^RRIUURC. r[NN~nV^NI." 17I08.04}O
1'0':>' orne.. IIU.o oil 10
(717) 236-1485
FN< (7171 236.77TT
November 4, 1996
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Leah M. Bikle
No. 1996-00431
Gentlemen:
I have enclosed for filing in duplicate the Inheritance Tax Return
and Inventory for the above-captioned estate. I have also enclosed my check
in the amount of $34.00 for the filing fee and a check in the amount of
$3.944.37 for the balance of inheritance tax due. Please clock in the
enclosed copies of the Inheritance Tax Return and Inventory and return them to
me in the enclosed stamped, self-addressed envelope.
Your attention to this matter is appreciated.
Very truly yours,
-?!I({!/4aJ
Ronald ~/~tler
RDB/clf
Enclosures
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Lcah fl. Hlk lc
Date of Death:
flny Ill, 19%
WIll No.
21-1996-0431
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-caplioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the adminIstration wIll be
complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X .
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 x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounls may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~Ul!1J ikr
SignJure
Date:
June 15, 1998
-,
..... ,."
ii:'
Ronnld D. Buller, ESQuire
Name (Please type or print)
300 N. Second Sl., 1'.0. Box 430
lIarrisbure. I'A 17108
Address
. -
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( 711 236-1485
Te 1, No,
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Personal Representative
Capacity:
x
Counsel for personal
representative
(MAH: rmfl AM3)
."
IRDlJune 30, 1992/17858
REGISTER OF WILUi
Cumbcrland County Courthouse
One Courthouse Square
Carlislc, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: !mALO O. BUTLEIl, ~;oo.,
RE: Estate of LEAH M. BIKL~: , Deceased, Late of
SILVEIl SPlllNG TWI'
Estate No.: 21-1996-0431
Date of Decedent's Death: 5-16-96
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) ycars of the decedenl's dcath, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6,12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed, The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal reprcsentative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 6.24-98 , 19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6,12.
'--rYl,fA..~{ ,(: I) \/rtVI VtalJfJ1L
Deputy Re ster of Wills I r
Date:
6-9-98
Distribution to Estate File
RONALD D. BUTLER, P. C.
ATTORNEYS AT LAW
nunc HUNOII[O NO"'''' seCOND 5'''1:1:1
peNtHOu5e 5Ulte
HAflRlSlIURC, P[NN5YLV^N'A 17108-04JO
...o~, orner: DO. ~30
(717) 136-1485
f N< (717) 136 - 7777
August 19, 1996
Register of Wills
cumberland County Courthouse
One Courthouse Square
Carlisle PA 17013
Re: Estate of Leah M. Bikle
Estate No: 1996-00431
Gentlemen:
Please send me 11 short certificates for the above-captioned estate.
I have enclosed my check in the amount of $33.00 and a self-addressed stamped
envelope.
Your attention to this matter is appreciated.
Very truly yours,
) l(t/IJ~'
Ronald D. Butler
ROB/clf
Enclosures
no
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