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PETITION Hm PIWUATE llull GItANT OF I.ETTEltS
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OATil OF I'EItSONAL ItEPHESENTATIVE
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THE LAST W ILL AND TESTAMEtJl
OF
LESTER HAROLD WITTER, SR.
Being of lawful age and sound and disposing mind and memory and not acting
under any duress, fraud, undue Influence or Inducement of any person, I, LESTER
HAROLD WITTER, SR., a domiciliary of Carlisle, Pennsylvanlal
ITEM I
Hereby make, publish, and declare this my last Will and Testament, revoking
and rendering null and void other Wills and codicils heretofore made by me.
ITEM :
I direct my E::ecutor to pay the following as soon after my death as may be
practicable:
a. All of my Just debts and the expenses of my last illness, funeral
and of the adminIstration of my estate: but my Executor need not accelerate and
pay those unmatured obligations which, In his opinion, it might be proper and
more advantageous to retain or renew an pay as they become due and payable.
b. All inheritance, transfer, estate and similar taxes (including
interest and penalties) assessed or payable by reason of my death, on any
property or interest in my estate for purpose of computIng taxes. My executor
shall not require any beneficiary under this will to reimburse my estate for
taxes paid on property passing under the terms of this will.
ITEM .;,
TESTATOR - The term "Testator" as used in this Will refers to the maker of this
Will, whether male or female.
EXECUTOR - The term "Executor" as used in this Will refers to the person I
appoint to execute this Will, whether male or female.
SURVIVAL - Whenever a provision of this Will conditIons a beneficiary's taking
by that beneficiary survivIng the Testator, such condition of survival shall be
construed as a condition precedent to the validity of the gIft, devise or
bequeath; and such condition shall be satisfied only upon survival by the
beneficiary for a period of thirty days after the date of death of the Testator
or until this Will is probated, whichever shall be the first to occur, unless
expressly stated otherwise In a provision of this Will.
PAGE ONE OF SIX
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CHILDREN - The term "children" as used In thiS Will sh~11 lnc1ll(Je any children
hereafter born to or adopted by me, and any minor stepchildren living With me
at the time of my death, as well as the dllldren I now have. C. E. Marc Witter,
and Le~ter Harold Willer, .Jr. t unless Pl:press)y st~t~d otherWlse In some
prOVision of this Will.
DESCENDANTS - The term "Descendants" as used In thiS Will means the Immediate
and remote lawful lineal descendilnts or offspring by blood or adoption of the
person referred to who are In being at the time they must be ascertained in
order to give effect to the reference to them.
PER STIRPES - The term "Per Stirpes" as used In this Will means that whenever
distributIon is to be made per stIrpes, the estate or portIon 01 the estate, to
be so distributed, shall be divided Into as many shares as there are surviving
heirs in the nearest degree of I:inship to the decedent and deceased persons In
the same degree of lei nslllp who I eft I ssue who survl ve the decedent. Thi s
degree of kinship sh,,11 be termed the root generaUon. Each survIving heir In
the root generation shall tale one full share. Those remaining heirs, I.e. the
surviving issue of the deceased persons In the root generaUon, shall take the
share of theIr deceased ancestor In the root generation, such share being
diVIded in the following manner: each surviving issue shall take the
fractional share that his or her Immediate ancestor would have taken had he or
she survived; and when there are two or more such surVIVing issue in the same
degree of kinship they shall diVIde such fractional share equally among them.
PER CAPITA - The term "Per Capita" as used in this Will means that whenever
distribution is to be made per capita, the estate or portIon of the estate, to
be so distributed, shall be dIVided Into as many equal shares as there are
surviving issue, shnding In the same degree of kinship to the decedent.
Distribution shall be made without reference to right of representation of the
survi vi ng Issue.
ISSUE - The term "Issue" as llsed in thiS Will means all persons who are
descended from the person referred to, eIther by legitimate bIrth to or
adoption by that person or any of that descendant's legitimately born or
legally adopted descendants.
INTEr~TIONAL OMISSION - I have Intentionally omitted to prOVide for any relative
or other person, not named as a beneficiary, under thiS n,y Last WIll and
Testament, whether claiming to be an heir of mine or not. unless otherwise
provided for in this my Last l~ill and Testament.
,
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PAGE TWO OF SIX PAGES
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ITEM 4
I hereby give, deVise and bequeath all the rest, resldlle "nd remainder of
my said estate and property of which I may die sel=ed and possessed, and to
which I may be entitled at the time of my d"ath, of whiltsoever I:ind and nature,
and wheresoever it may be situated, be It rei.l, personal or ml>:ed Including any
power 01 appOintment that I may have, absolutely and In fee SImple forever to
my chi I dren, who shall survI ve me, I n equal shares. and to the Issue, I i vi ng at
my death, of such children who shall predecease me, per stIrpes and not per
capl ta.
ITEM 5
I hereby appoint Lester Witter, Jr. as E:<ecutor of my Will. If my Executor
fails to serve, or for any reason falls to contInue to serve, I then appoInt C.
E. Marc Witter to serve as Executor.
ITEM 6
I designate my Executor to be an Independent Executor to the fullest e:<tent
permissible under the laws of the State of Pennsylvania. I direct that no bond
or other security be required. I further direct that no action be had in any
court relative to the administration of my estate other than to prove and
record this Will and to return an inventory, appraisal and list of claims of my
estate.
ITEM 7
My Executor and/or Trustee, if applicable, shall have the following powers,
which are to be construed in the broadest manner consistent with the validity
of this Will and with their duties as fiduciaries. The powers stated herein
are not intended to be m:cluslve, but shall be In addition to those granted by
law and shall also pertain to any administrators or trustees who succeed the
fiduciaries I have appOinted. These powers are:
a. to take possession of property, to keep it safely, and to
segregate it from other property owned or held by the fiduciary;
b. to retain and to invest in property, or an undivided interest in
property, including residential real estate, for any period, whether or not the
property be of the character permissible for Investment by fiduciaries;
c. to sell, transfer, e>:change, lease, rent, mortgage, pledge, give
options upon, partition and otherwise dispose of real or personal property, at
private or public sale, for cash or upon whatever terms the fidUCIary deems
advisable, without notice or order of court;
PAGE THREE OF SIX PAGES
At
d. to render liquId my estate, In whole or In part. and to hold cash
or readily marketable securities of little or no YIeld for such period as my
fiduciary deems adVisable;
e. to borrow In the name of my estate or of the trust, upon whatever
terms and condItions and for whatever periods my fidUCIary deems advisable for
the purpose of preserving, protecting or imprOVing property held by him:
f. to pay, compromise, adjust, settle, compound, renew or abandon
claims held by my fidUCIary and claims asserted against my fidUCIary, on
whatever terms he deems adVisable, without prior court autho/"lty;
g. to distribute In cash or in kind, or partly in cash and partly in
kind, in divided or undivided interests, notwithstanding the fact that
distributive shares may as a result be composed differently:
h. to insure the property he holds as fidUCIary against the risks,
and in the amounts he, in his discretion, deems e"pedient, and to obtain and
pay for life, health, liability and other forms of insurance for the
beneficiaries of the trust, in hIS discretion:
i. to employ attorneys, accountants, investment adVisors and other
professional assistants including depOSitaries, prOXies, agents, and
appraisers;
j. to enter into transactions with other fidUCiaries including
executors or trustees of estates and trusts in which my beneficiaries have an
interest, and including him as fiduciary for other estates and trusts;
k.
of corporate
power;
to engage in the powers necessary to the effective administration
securities, including, without limiting the generality of this
I. power to vote in person or by proxy upon all securIties held
by the fiduciary:
2. power to engage In a voting trust or voting agreement with
respect to securities:
3. power to consent or become a party to, or participate In:
mergers, consolidation, sales of assets, recapitalization, reorganizations,
dissolutions or other alterations of corporate structure, including adjustments
in capital structure affecting securities held by the fiduciary, whether or not
these adjustments involve payments by or to the fiduciary: and
4. power to hold securities in unregistered form or In the name
of a nomi nee;
I. to pay himself reasonable compensatIon for his servIces.
PAGE FOUR OF SIX PAGES
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ITEM 8
If any part of thIs Will, or any trust hereby created, shall be invalId,
illegal, or Inoperative, for any reason, It IS my intentIon that the remaining
parts, 'ilO far as posSible and reasonable, shall lJe effectIVe and fully
operative. My E::ecutor may seel and obtain court Instructions for the purpose
of carrYIng out as nearly as may be pOSSible the Intention of thiS Will shown
by the terms hereof, Including the term held InvalId, Illegal or Inoperative.
ITEM 9
Either I or my spouse have served In the Armed Forces of the United
States. Therefore, I direct my Executor to consult the Legal Assistance
Officer at the nearest military installation to ascertain if there are any
benefits to which my estate or my descendants are entitled by virtue of such
service. Regardless of my military status at the time of my death, I direct my
Executor to consult with the nearest Veteran's Administration Office to
ascertain if there are any benefits to which my survivors may be entitled.
ITEM 10
I have made, or may from time to time make, a written memorandum expressing
my desire to give certain items of personal property to specific persons. I
urge my Executor and beneficiarIes to respect these wishes. Such a memorandum,
if made, shall be stored in conjllnction with this Will.
P"E FlOE "" '" '''EO ,Jil,- / it-
Commonwealth of Pcnnsvlvanla Self-Provlng Clause
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I, LESTER HAROLD WITTER, SR., Testator, whose name is signed
to the attached or foregoing Instrument, having been duly
qualIfied according to law, do hereby acknowledge that I signed
and e~ecuted the Instrument as my Last WIll: that I signed it
wIllIngly; and that I sIgned It as,my free and voluntary act for
the p",rposes thereIn e::pr-essp.d. g:d:( _ ru;{/;;t/dc M
lk~E~D ~JITTER, SR.
me, by LESTER
1'l9tJ
c.
Notary
Aff i davi t
NtmII See/
Rosa A. Acatcuez. NcDy PI.IlIc
CaI\lIe ElcJo, CurbOI1anf Carey
My Coo" ,... , E>cpios~, 8, 1993
otNOI.'llleS
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
, &'U,Id.- .4.. 'tdr/nf/j ,
and the witnesses whose ~s are sIgned to
the a tached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw
the Testator sign and execute this Will as his Last Will; that
LESTER HAROLD WITTER, SR. signed willingly and that LESTER HAROLD
WITTER, SR. executed it as his free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testator signed the Will as wItnesses: and that to
best of our knowledge the Testator was at that tIme eighteen (18)
or more years of age, of sound m nd d u er no constraint or
"Indue i nf 1 uence.
.sw~r~ q; affIrmed to and s~bscrlbrd ~efore
by w.'.~'!~______'_' ~rHLJJ(!r..YI_~'
and ;JftCJ ,...6 -' '"I tnesses, thlo/---3_
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Nt~ CMsleIloro.
My Convrission
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CERTIFICA1'ION OF 1I0'fICE UNDEIl IllH,E 5.6(at
L.<'':>/cr I-Ifi,,'o Jj I '~ ' ("\
Name of Decedent: L'-'t / tp," .)('
- .:; 1/(/'7(.'
Date of Death: Ji.ll7 e.
.
Will No. / fi'j(; _ 6 0 <I G' ,-. Admin. No. ;:J. I '7 L - 6 ef{., I:..
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To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the fo~lowing beneficiaries of the above-captioned estate on
(tJ /I ":5 he, :
Name
Address
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5f, ~S"3 1/oIlO/q/...,.Ji, th~l<{
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Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:
9/.)' hi
,?5fi}ic\:lv{'c/IL~JO'l
Signature I,' ,
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Name L C'yi(', H,t.Jllf('r :Tr
Address/OC'c) [I/C',,-c, /'<'~/1 A/!/c./
/~(O:{.It'7S j/)1,//S N.r (JJO/~-
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Telephone(~4'1 j<;3 -;JSY~-
Capacity: )(' Personal Representative
Counsel for personal
representative
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COURT OF COMMON PLEAS OFCUMHERLAND
OfiFHArIS' COURT 01'1/..011
COUNTY
E'STATE OF LESTER II WITTER SR.
SOCIAL SECURITY NUNEER 204-03-2332
OUR ACCOUNT NUNBER 4428-0012-1190-0471
Notice of claim by h FIRST
, Dece:!sed
NO. of 19
1996-/166
DEPOSIT NATIONAL BANK **
filed pursuant to Section 3532(b) (2), of
the PEFCode.
DC:'
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To the Clerk of the Orphans' Court:
Enter the claim of FIRST DEPOSIT NATIONAL BANK
( clauJulntJ
in the amount of $
5,855.46
, against the above entitled estate.
The decedent, who resided at
40 SPRING GAKDEN ESTATE. CARLISLE. PA 17013
($".., IUJllnSSI
,died on
6/5/96
IQIU.,
. Wcitten notice o(said
claim was given to
LESTER WITTER JR., EXECUTOR
(P"zonaJ npnsmtaii"., 0,. his t:aun.r.1J
,if
known to claimant, at 1000 EVERGREEN BLVD., BROWNS MILLS NJ 08015
8EP 1 9 1996
( Gddrr.r:d
on
(Ga,.J
~
, Claimant
OPERATIONS OFFICER
Claimant"s COunsel
CATHERINE H. PICKHOVER,
C/O FIRST DEPOSIT
P.O. BOX 9053
PLEASANTON, CA 94566
(800) 266-5380
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N/A
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CITIBAIlK
P.O, BOX 17<.7
IfAGERSTOWIl. MD
USA 21748-1747
LESTER II WITTER
RD .6 BOX (,0
SPRIIlG GARDEIl ESTATES
CARLISLE PA
17013-9606
for Cutlom" Strylu till Of ,nil.
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10/16/96
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"11"0111(11:' I I "o"flut 195'00
InMI 937276 17,16 14505 9534971,t".A'''10'''' 39300
n,l. Summar,. PURCHASES PURCIIASES ADVAIlCES
Uu,nlltlllt.l.l\/. BOl/13/93 AOl/13/93
"".."",..."'.....n'. 29
nltt..".."....h'..clto 3971.56 5406.52
'..."..l~Cn.l.!I~
r""l)lI.c "".~ 1.65000% 1,47080% .04836%
Ilnl".""I^"''''l'Il 19.800% 17,650% 17.650);
"P'CI''''.IU'''W'..
^,,,.ual r,ru"UQ' nale 19.800% 17.650% 17.650%
.."....'.,.,... "
ACID.KCD3033
07/01/96 $5887.71 $122.00
~'!!.!'.iillJ @wO.i/iilCl] [~'" Mil iiiKl
SITE.KC-CD TM,CD-6300 ACID.KCB3033
10/16/96
01,25.4;
SD
36 Al 2 0278 VI
0004 VI 3
CITIBAUK
P.O. BOX 1747
HAGERSTOWU, MD
USA 21748-1747
LESTER II WITTER
40 SPRIUG GARDEU EST
CARLISLE PA
17013-9Z57
For CUltom" Sin Ie. call or ",11.
'nI1111l1"O""IIl'I''".~''tllIG
1Il",'d'lfr",ta'1'"UW'llnot
p'I'Ielve,ou"'Unl..
Citibank Visa
800-950-5114
BOX 6500
SIOUX FALLS, SD
57117
Account "umber
4-" e,;"O L1n.
Av,lIabll C;nh L1na
$0
11........11.... II ..".
4128 0022 1141 1611
PAVMEllT DUE DATE 07101/96 /'
SI.ll",.nl Dltl Totll Cr.dlt Line Cath Ad~.n.c!.y.tiil 'I.w B.lln(l
06/06/96 $8000 $8001ll' $5887.71
,....""", lie
o 0
12300- 0 0000
"II" "0;""""<'"''''''''''''''
/l52e61454344 PAVMEIlT THAKl(
'1.lIrl,II..."lllt ,.1'...,..".....
Am,,,,nt DUI
IliO
12200
AtcctUnt ~u",,"'.lIr"
. .,,,..... ' .oym.." ' CIO"" . "non" . l'" . ...."'. "" ,,"" 0",
& Adv.1I",et Char;" Ct\.r~" A(tv ,."n DUll
AonountOCL
123\00 \ 94t \ 5887\71 :,:,:~u..
12300 9454 5887,71 ".",,,,,'0"
PURCHASES PURCHASES ADVAllCES
BOl/06/93 A01/06/93
P,.",out
B...ncl
PUlcllnel
AdYOllc:e'
lnUtl
5916\17
591617
Ihll summary
"""1111"0,.111'.
I,,,..n,u...nr..,,nlt
29
1368.39
1.47080::
17 .65::
17 .65::
4509.60
1. 65000::
19.80::
19.80::
.04836::
17.65::
17.65::
1\;1111""",,,,,,,,"(.110
l,n.lnrt>cn,IIUe
"..",,'hr.",llll
'lI",,,,,,.,^n..u,l'
"c.tlll'l;lI":lI,lll1
Annual P.,un'lql nl'l
07/00/96
Qi~~UliJii'!:.1
09534,97
[]l1'_~j!^l~'t.I~!J
$393.00
CM.ii!i'..f~ii.rJ
SITE.KC-CD
TI1.CD-6300
ACID.KCB3033
SD 36 Ai 0 1205 MC
LESTER H WITTER
RD .6 BOX 40
SPRING GARDEN ESTATES
CARLISLE PA
17013-9006
0009 MC 4
CIT I BANK
P.O. BOX 1747
IlAGERSTOWU. MD
USA 21740-1747
10/16/96
for Cullom" S.,,,lu ull or ",rll.
Citibank MasterCard
Account Ihtmb.r
SD
'tlrl"ll.nOIIUIIlI'.~,w"'e'n
rn""hJ'C"'.Coll""VWlllllot
l"rU'fVllrlJurr'U"I,
5424 1000 4073 6792
PAYMENT DUE DATE 07/08/96
S'''''"'''nl 0.'. Tol.1' Cndll L1n. Cuh Ad",nu Uml
06/13/96 011500 $9500
..."..,,,....,,,., UN"...,.,.,...
fh... O.I.lnu
$9534.97
Aw.i1.tbl. C,.dlt L1n. Avall"bt. Cnh lIn.
EE BELOW SEE BELOW
604'0604'KWPlIDXHQ IMSlIEDMOflD, 0
EL4053402968 OK
"",..,,,,, "C
""'" or Pl,.,.. II ..,~
Prompt payment of at least the
due by your payment due date
order to maintain yoU~ current
1716 105960US 2832 85428326156
is past due. Please pay the minimum
ount due 'mmediate1y. If yoU have already sent
this pay ent, thank you.
r:S/.~g
~{PJ
~
ACf't1unt SU'"",:!r 1\""111"" OUt
Previa", +Purch.1I.. . PIy"',"t. .Cttd,tl + flnan" + l.u, . B~r.1nc. "II, I.t'lI 01111 19TU
B.I,n(l & AdY.1ncII Charu.. h,'get ,\,I",r,l,nIJUl\!
"'"""lnIOCI
rllu:nalet 937176 17116 145/05 953497 ""
AIIYIIIICC. I I'",,"ul" 195,00
Inl.,1 937N6 17<16 14505 953497 r.lllHI.nlIDuCl 39300
R.I. Summa" PURCHASES PURCIlASES ADVANCES
B01l13/93 A01I13/93
Huml'CIO'"lI" 29
Ih,.",""",.'..,.""
Oo1l"01CO'101III"Cllo 3971.56 5406.52
''''.'":f'Ch''lue
rt.roOll,CltIlIO I.65000y. 1. 4708UY. .04836Y.
""mtl'IO!^"""1I1 19,800y' 17.650Y. 17.650Y.
"r'te"!;!IU!"....!'
Annual p.,unlaq. R,I. 19.800Y. 17.650Y. 17 ,650y'
07/01/96
~"iiDlit "A'[]
$5887,71
[i~i~~fl'~~~fCLJ
$122,00
L Mil. A,'-i'oii[l
SITE.KC-CO
TM.CO-6300
ACIO.KCB3033
so
36 Al 2 0270 VI
0004 VI 3
CITIBAIlK
P.O. BOX 1747
IIAGERSTOWIl, MD
USA 21748-1747
10/16/96
01.25.47
LESTER II WITTER
40 SPRI/IG GARDEIl EST
CARLISLE PA
17013-9257
fo, Cu,Iom., S".ln ull Of ",ll.
Account "umb.r
800-950-5114
BOX 6500
SIOUX FAllS, SD
57117
'n'h.lll..ql"'IU'"e'w','~I"
"... '"I1IU"I. (11111I" .111 nol
CIII',erVtlrO","gtlll,
Ci tibDnk ViSD
4128 0022 1141 1611
PAYMErlT DUE DATE 07101/96
Sllt.menl 0.1. Tolal (udlllln. C..h Adwlnn
06/06/96 $0000 $800
52 61454344
fl'wOII..nu
$5887,7I
A....U I. C'ldit L1n. Anlllbl. C.nh L1n.
$0 $0
".1'..111 I'..., III ....,.........,...
.. .."'....., ..~I ....1"......",
,...""".. "C
",,,.,,.n.... II .....
12300- 0 0000
o 0
--..
Auounl $u",,"u
P'h'IOIIS
B"lne.
+PUfCh.1S..
& Adw.1ncn
'Plym,nll
'(I.eM.
+ rln,,"u . loll. . BII'ne.
Ch,r;.. hllO"
tlimoun, Du.
"11''-'11101111
""""'111011.,
12JO
12200
"lItChl'llI
""I"llIce,
'nllU
59161'17
591617
123100
12300
PURCHASES PURCHASES
BOl/06/93 AOl/06/93
9454
I
9454
"'"OU'"OCL
5887/71."1
1'".tUu"
S887i71..t,"Amlnu'!
RII. Summar,
AOVAfICES
NllnlhI'IOrn..,.
'"'''"'''Innr..,.".,
29
".ll"",,,....,,,"-tt!)
""4ncecn,lIl.ie
"l'n...henlll(!
"""ltn"'^""'.1111
1'~It;""lo1l1~n'll~
Annu.1 P,rctnt.q. n'f'
4509.60
1.65000%
19.80%
19.80%
1368.39
1. 47080%
17 . 65%
17.65%
.04836%
17 . 65%
17.65%
07/00/96
Q;!.~""lnj~A'IJ
09534,97 0393.00
[III ~!j~n~~tl!:.r.] ~1!.L~f~f~~J
SITE.KC-CD
T/1.CO-6300
ACID.KCB3033
so
36 AI 0 1205 MC
0009 MC 4
CITIBAIlK
P.O. BOX 1747
IIAGERSTOWIl, MD
USA 21740-1747
10/16/96
LESTER II WITTER
RD a6 BOX (,0
SPRIIlG GARDEIl ESTATES
CARLISLE PA
17013-9006
ror CUltom., S.rwlu uU or ",11.
Citibank MastorCard
Inlll'U.nu'llOll.."...."'r'leID
Ih..dlltJ'f"U.(.III......Wlll"ol
1"!"rf_n_'HHI'U""
Accovnlllumb"
SD
5424 1000 4073 6792
PAYl1EIlT DUE DATE 07/00/96
St.',m.nIO,I, Tal.:al Cr.dlt L1n. Cuh Adr'"eI LilY'll
06/13/96 $11500 $9500
PlpwO.I.ou
$9534.97
AI/.II.bl, CndU lIn. Aull.1bl. Cuh lIn.
EE BELOW SEE BELOW
",II" '" "n~' 1'1 "..,..,.".....
604'0604KWPIIDXHQ ~MSl!EDMOIlD' 0 TEL4053402960 OK
D n't forgot! Prompt paymont of at loast tho
m'nimum amo nt duo by your paymont duo dato
i require in arder to maint~in ~our current
1 w rato,
V
a
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...",,,"', 1.(
n..,...."..,." ..'"
1 7016 105960US 2032 85428326156
is past duo, P1oaso pay tho mInImum
ount duo 'mmodiatoly, If you havo a1roady sont
this pay ont, thank you.
S/.1g
~{PJ
oft
Arl'ollnl Summll, J\""tlU'" Ou.
PreY'OIl' +PutchJ", .P..,m.nll ,C"dlll "flnln" + l..." . B.al,nc. "u,M,nUuo 19800
8,I,"c. & AdV.1ncll Chug.. ~h,lIrl".1 ....101 1,l,"0UrI ,
",tlllunlOCl
rlllCnltlrt 937;76 17116 14505 9534197 ,,,.
""......nel'l 145105 "..,IUll" 19500
I"MI 937276 17<16 953497 t,''''^'''I[)ue 39300
llumllr'O'It:l.,.
'",.n'"'''ltr''''".l
29
PURCHASES PURCHASES ADVAUCES
BOl/13/93 A01/13/93
nal, Summar,
OIlIIl"CIl",",..ct10
'1I1..."t~Clla'1l1l
r~,.o,,,c Illlle
IjomUl,11^"tmIU
l'rlcrnl.lll..lllOlr
flnnual PuunlaQI nal'
3971. 56
1.65000%
19.000%
19.800%
5406.52
1. 47000%
17.650%
17,650%
.04036%
17.650;;
17.650%
I.'.) I 1\ S - 1.(
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
lie..... ISOO II. l'lJ..j
z
o
>=
...
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=>
..
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U
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~
COMMONWrAtTtl Of P(~m!lYlVAN!A
OEPAIlTMflH Of A(V(NU(
OfPt 180001
_ H~~~~I_!i~~_~G, P"__I'I ?8-0601
OlClOfNn NAMlllAR f.'~'. ANO MIOOll INII1AIJ
1'V; -II i..-,.? " /. I_L ___ r, .0\' II
~OcIAl SlCUlllll NUMIfIll -. ------.---TO..'r"hi.r"".,""m IPAll nl lilY I"
,",,4. ;OJ, -1 - :J ;.,,:} :7./,\,'.' S''''',,( A~'!d' ~7 '-'1,-;'
- . '" ..-
I" """"'" ""'''''0 "0'" . ...., "'" : '=~':"_~~~_ ._C:,: ~":~ ":"".
[] 2. Supplemental Return
[J ~a. Future Inlenlll Compromise
(fOf dolos of deoth oher 12.12.821
Oecedenl Died T"slole r] 7. Docedent Maintained a living Trust
(AIloeh copy of Will) IAlloeh copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
If line 19 is greoter Ihon Line 18. enler the diUerence on Line 20. This is the OVERPAYMENT,
E1 0 IlIti1:m.1lII'U"".'I'l'.''''..'I'III<-I'lh':.'.'<ll'r.T.1r.1.'J.'III.'J."ZlU.:L:J'J1J[,Jil
21. IF line 18 is greater than line 19, enter the djfference on line 21. This is the TAX DUE.
A, Enter the inlerest on the balance due on line 21A.
8. Enter the lotal of Line 21 and 21A on line 21B, Ttlis is Ihe BALANCE DUE.
Make Checlc Payable to: Register of Wills, Agent
~~
....
z
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o
w
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u"~
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8]1.
04,
06,
limited Esfate
,fOA DAns Of DIAIHAnlA 12/31/91 CHICK HIRI
I" A SPOUSAL
POVIATY CAIDIT1S CLAIMID I I
I fill NUMBIR ' . ._,
:;J I 'I (. ':;-1(;;0
!COUNlY CODE YEAR NUM~ER
. Of( ItJIt" .. l.OMI'1I1l AO(J'I\~
-4 ' '::',) <,', /\/.1 (j/}I'r'''..~j (:':~i-J AIt......S
( ,i'-'.: <.....~ ,J '-~7. 1~")t")/~
Cu~n' Cl'fn/\( 1:- /).1.. J)
t":u", """ID ''>I' :'''U'''O'''' -----
Remainder Return
(for doles of death prior to 12.13.82)
Federal Estate Tox Return Required
II J,
I] 5,
_ 8, Total Number of Safe Deposit Boxes
CO....PLETE MAIliNG AOORUS
Inc,() C,'C-,'G t"C'CN <,j'('" /1
/3,-: )'L'."', /~" r.: (S ,1;,y '-'S'cJ!S
'J
11) ____:.__________.,
)
121_,._______
I J I )
-)
(4) __'h_...
(5) _.3-,-~,-' -, 7 ) ,")
16) 0
(7) 'J
Ii /, " ~ - ....,
(9 J ~~~~~_L___
g~lY :J~'/ /1 f'
PO) __.J____-"-_
(8)
't / 7 ,-=-' '7 '";Jo, ':J 0
Original Relurn
,....
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Ww
"0
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8~
NAME
/..ee st:c ,('
T(UPHONf NUM!JU
,.-.;
If.
, "
,....1,7<:"
':7(',
$ 4/ '~'7'7 04-
(ll)~, .7_
(12) -' ~4 :3 J':"J, '11
(13) ,CJ
":J f .?,., oA
(14) - " -. 'J '),'1. 7-+-
(l5)____,__x,_=
(l6},__
--_______x ,06 =
q'cr,) . :J "-4: C;'
(171.__,_.._ -'....__,._..__.,._X ,15 =
(18)
Discount
+ -.------. -
Inlerest
(19)
(20)
z
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=>
t:
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..
1. Real ElIa'e (Schedule A)
2. Stocks and Bonds 15chedule BJ
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages and Notes Receivable (Schedule DJ
5. Cosh, Bonk Deposits & Miscellaneous Personal Property
(S,hedule E)
6. Jointly Owned Properly (Schedule FJ
7, Transle" ISchedule G) (S,hedule L)
8. TOlol Gross Assets (Iota I lines 1.7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts. Mortgage liabilities, liens (Schedule I)
11. Total Deductions (Iotallines 9 & 10)
12, Net Value of ESlale (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject 10 Tax (Line 12 minus line 13)
15, Spousal Transfers (for dotes of death after 6-30.94)
See Instructions for Ar,plicoble Percentage on Reverse
Side, (Indude values rom Schedule K or Schedule M,)
16. Amount of line 14 toxable 01 6% rote
(Include values from Schedule K or Schedule M,)
17. Amount of line 14 taxable 01 15% rote
{Include values from Schedule K or Schedule M.I
18, Principal tax due (Add lox 'rom Lines 15, 16 and 17,)
19, Credits Spousal Poverty Credit Prior Payments
+
(21)
121A}
1218)
--.--- ----------
20,
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penalties of perjury. I declare Ihot I hove examined this return, including accompanying schedules and slotomonh. and fa the besl of my knowledge and belief,
it is true, correct and complete. I dec/ore thot 01/ real eslote has been reported 01 Itue ""afket ...alue Declofalion of prepOfer other than Ihe personal representoti...e is
bosed on 011 information of which preporer has any knowledge.
SIGUATURE 01 PUSON R(SPONSIBI( .~Cf fiLING RETURN . AOD~iss-~-"'------'-'~----~--~..--~.m_-_., -.- --.------ ---"..------- OATE
'::::::~,i;o, II. {(/;tt:':L0.., / -',.) , C, ~,!,.,. ~'."A._ ;')Lt'D ,,:;',','-A. ,,/)t,< '. " "f?/:;, ..:71.;7_,/r~'7
SIGNAIUR(O'PI!EPAREJl01H[RhIA'N"iTpih(NTi"iiV!---~i)if5~---.~-- ------ ----- v..' OAI!~-
-~ ._._-_._-~_._--_.-
-.---..- -- ----~~
11\,1)0111. U",
Ploa,". Prinr ar .!Yl'o
FILE NUMBER
"~:'~~l\
......"fI)u;.
COMMQNWfAlftt D' 'fNN~'flVANI"
INHllnANCI 'AX InUIN
1IIlDINT olea DINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
L
ESTATE OF
Lv; cr. S/oZ. L~c, l'/,~
(All pfOp'fty lolnlly-own.d W Ih the Right of Survlvoflhlp mUll be dllclol.d on Sth.dul. FJ
ITEM
NUMBER
I.
:;).
3.
4.
5:
6,
7.
J.
q.
10.
II.
/d.
13,
14.
/5,
Ie.,.
17,
I ;r,
I r.
.:)0,
.;J I.
5;"),
~3.
;J 4-.
,.:;J/ 9' (, - ,ylu' .
DESCRIPTION
{!)/.INK /~ //(/1', C t.. G/<;/ '1(,
C fiE C K/'N (0; /Ie c.-r r>v7"c./c'C,;r' ./(./'Ic - ,')/5/'17
oc PU..:zt .:.J F C,15/1 /II "r"l( >(, ))('/1""//
(Jr/!s, C'LCt'Ct'HA//) (11,10.'/11'1 ^~.7'Z/~C/JI(/i..-'/- TlJ'-'f''1(").
u)c: ,J,J :,., , ~ 'v J
."5'/1 Lc: --'+. /9,J'4 P,J.L'/i}J (' '5ldl'h~ ((i/iJ'''-t./
5 A LC of /IJ,,-;,'I/J{~/ C".,.\ U~/I;'''';ir,J
5'11 LC ~I" 7K/17i!-l -e (K~/}1/I> /?~/IL ry)
C",,,./71.!.I(~40'I( C(.llna~'I..?t-.Il/V/) (t.i~(,fl,7~ (/)I~JA.'k'4.'~' //(/J.i....'.,(..tl.)
l<e.C~N,1 S"I-,rr,'F/)/,'07 (r'II',,",/UI) e..lu'c-/r,)
,K-<2(;,lIIcls CI/A:Lis LC 7/.1NIC.. /A,}t7
k~(I.I/I.( O/.! /.1J.rfF/l'l-
r' " I
,<,,,, t1,~::-1 6" {t>--<i.,;,'", /)1.,< Ie/I (.
*'t'~u ILl,f /l II K P (I /;:~'nl"''''l /,'., (-,(",.!;)
I!.., {'IV) /)0,,1(1/ t. U 1- ,:)/1"11,11
~ Clv'd' t/>i-IS/M'y/;.f/ A ;//'"",,,, t DV;; (J.
R","(,III/(/ /I1J'\'/~~ 7j',It'd,'",s L.1, ~",C.;,
let' ru...,f tIA,.~f,."r /IIII,,,,'J.-n./.-' ..2:";"" ,c;)
) r ~ J!.IIJ)f)(m~")r."";H,-I' ~...r;/~(f)
1ft:' 1 t/ Iv,1 ", ^
!Z" r:., ,"cP II;; c, /1 y
.4\. (,;/V,p IJI/i( /II)'",!, ""I /JI!c-r,AJy
.., ( I - ,
f:-~''fl{~l .J(t/-':?I'h~
C.:",1d,'<<'I'Il-leJd'lll ,I1..t'''''i,.I/iy'' v. " ,.<<.fz'A.d
);'~(<;' NL-f ~)"I',,>;, (. ,,{ c.,r.C,~ T'
K..+un"e {..,,-(- ,e....c'T 01'"' ''1'17
VALUE AT
DATE OF DEATH
It (, .'J4C(. 31
:N3(" ~(,
$4,.4~
v 1757. u,;;/
-;r. C,OD. .'),')
/I
,5:'/3 . 0 ',:1
* (j;..::Juo,., '.)
II ~..;J. 00
" ~)3-::;G
t{ S5 .-?J
fl S7.:;),y
tI .4 '1. <:..3
II / J.:;). 0,)
1/...:;/7. / s~
-I Ie:). s:s
~ 4( j>v
11 /...:;..1:: 0 0
it 4. 7J-'
:t (t'J;c,. ()s;'
tI /,;J:J~ r;.j
'/I t'c, p>s-
114 O. .},;:J
'II 99. V'c::>
11;; ,p.r. 0'_:>
\
,.
~
t
. .
(AlIoch additional S\ol," x 11" sh"h if more 'pace il n..d.d,)
TOTAL (Also onlor on lino 5. Roea i1ulalion) S / 7 u '7 7, 0.::>
IIYU"'''''''I
~'~'~.~
".._,;~,'I\
.-. !oj"..
COM.y.ONWfAlIti Of P[NNSYWANrA
IUti(RIIAN(( lAX RlYuRt,
RBlDfNl DEClD(N'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
-,
ESTATE OF
-~~:.,,:,~t /"K ._S-L=4'-~:~,,~~
A. Funeral Expen.e'l
I Plea.. Prln' or TVPD
FILfNUMBEil
2/~(;___:::J.!t(."-0_
! AMOUNT
B.
4.
C,
I.
2.
3.
4.
5.
6.
7.
8,
......-----t___________._._..._
1. Cc.v'Iv'') l3i..!.J'1'1,('~s rl}/oJt'A'/}( /I.}~IJ,--
,,":'. {'I/Jnr-.C~vl'''fJ j"I<LCt CiJI~'DcN<,
:3. .:} '~..s- ( f/I (.J .1-'". I"t .-'\" lJ' ('N)
4. 0 /Jt.4-v Q),ITHN,', !,)/J".7d.<::
...!;', V,-tL' ,'-''" r ':/';',.1"
I.
Admlnls'rative Co,'s:
I
I
I
, Allorney Fees
Personal Represenfative Commissions
Social 50curily Numbor of Personol Represenlotive: ____
Year Commissions paid
2.
3,
Family exemplion
Claim ani
Address of Claimant at decedent's death
Street Address
City
Zip Code
Relationship
510le
Probate Fees
Miscellaneous Expen..s:
C.'Ul17a1:RI'_~IVD L./Jt.U ...7!hl/~I'V"~. (~l.l,"'71'1.'C)
S'e/lFr"~V.[ C "l./c:'i'....-/...,,;:!_/( r;'..:rr,'c-t:-)
RE/n.L)'K /<:-<"'1-71," (C-:J'."'n.'~"J~' - ~.o-J~c ..Jf'TP/-)/L.C:J.:)
/?.,It,j)!J'''"~.~ /1" ("I..,'.v ((;J/J',,,,,ss ,-'~, . ,5 /I~C ",I' ,",0,'\0'1,.<;; 6u'-'d~,)
!ito/")t.",...?fy MJ<c ~ /_:lP,',/ ~II 7i!~/;(f:'''I. ~~-t/tt"'n '-1\;/-
C~4'o!.l..;tl ~)jdCRIr~ ,(~,1'~. -r,.}I,#,',~. _)II';(")"'~"':-'Y -~/'h.").\.i;-i';j_:)
1/ ~.',Q P. .x)
h 7.60#d::J
U -5-".)_ tJn
'h 5'''.Ud
11 ,5 (j, 00
it,)
"ll,00
" 7 c/. 00
>$ ~ o. OU
';f GJ. 04-
III;JCJO, 00
;! ,U',,!. 55
tI /<~ S.... 0,'.>
Drlrs-. ('lX- U(' t..-'Hhn (/i;?nJ'y' ,.z"'I'/!'-m ,..~--r] ,('~ J~~oIJ uf ,7ul.y I~~!),t' 1119 !i''1, j\.j
'11150. ,.')C
13,1 illllC KS' /'t./ifllR,/v (j ('."'1,,1 ',:)
TOTAL (Also entor on line 9. Rocopitulolion)
(If more space Is needed, Insert addltlonal shee's 01 same sl.e.)
11 -F/,31
S /,331.5.4(,
~
c;. f,d7:. .J r-: :
4./. '1f"ll, 5;1. L....<;-(-~,'( II.
Sheetl
,-:-: t... If.! oJ I" 1,0,- :
,;:)/ <J (, - .;"1 tJ,':'
Schedule H
Continued
Utilities
9, Spring Garden Estates (Lot Renl)
10. Agway (Propane)
11. Aero 011 (011)
12, Unlled Telephone (Phone)
13, PP&L (Elee)
14, Browning Ferris (Trash)
$1.995.00
$45.25
$127,39
$102.74
$232.68
$54,96
15. Slate Farm (Trailer Ins)
16. Sarah Todd Nursing Home (SeNiee in May)
17. AARP (Supplemental Heallh Ins Premium)
16. Department Of Veterans Affairs (Ins Premium)
$95.0D
$8.50
$102,00
$30,04
Page 1
th1lll,U'IJ"1
~~i~
COl,ll,lOl.""""1111 0' '''dH'lV..~.IA
INHlIlfANCI 'AI '''UIN
'II'DIN' o.lC~_~!~!
SCHEDULE J
BENEFICIARIES
ESTATE OF
tv lil'el~
FILE NUMBER
L-.c S-{CIC
_li:H__
..siz.
H'_~?_.( 9'.,c,,_=- 0'1 C':?
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
A. Tallable Sequelh:
1.
/V/I'I.f"C C w, 71t..(>
I.;:J,W V, i:. fJrt;,.} ':';.-/.- 7';t',=";'0,3
11.;)1./ oLI.I6J I 1i..L. 9{..c;/4-
S'..-l.v
g:J%
..:t.
L L-:S-CER II. 10'-lic K -;;;-,;
I ~J(X.J E7' <'1\:51 e-~ 't ok ~-://-l'd
8/20'('/1/1 '5 /)J//:;::s.. A/,/" C-I,J::J/C;-
<"~ ._-J~t.j
/:" -J ,"/
'__~l. 1(...)
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequ8ih:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enlor on I;ne 13. RocopHulal;on)
s
o
(II more Ipace II n..d.d, inl.rt addltlonallhtt'l 01 lam. Iln)
i
l.
I
.
LAW OFFICES OF
WELTMAN, WEINBERG & REIS CO., L.P.A.
LAKESIDE PLACE
:123 W. LAKESIDE AVENUE, SUITE 200
CLEVELAND, OHIO 44T13-10lJlJ
(2 H.) 363-4000
'11 SOUllllnCII SIRUI
COlUMBUS, 01110 41115
(1,141220.7272
r AX (flrol. 2l1.219J
1 February 20, 1997
'25 YINI SlRIlI (SUIIIIOIO)
CINCINNMI,O/110 45201
I' 1J112J.2100
'AX 15I]11IJ.22].
Register of Wills
Once Courthouse Sq,
Carlisle, PA 17013
Re: Estate of Lester H, Willer
Case No, 2196466
Our Client: PNC Bank N.A.
Account No, 5447050001016562
Balance Due: $3,383,D3
Our File No, 01118453
Dear Clerk of Courts:
This law firm represents PNC Bank N,A, in connection with its claim which we wish to file on our client's behalf into
the estate of Lester H, Willer, deceased, Enclosed is our check in the amount of $5.0D which we understand Is the
filing fee for this claim,
Our client's claim is based upon its account number 5447050001016562 in the amount of $3,383,03, Included with
this leller is the claim lorm which we wish to present to this court and which we are forwarding to the allorney and/or
fiduciary of this estate,
It would be appreciated if all correspondence and disbursements with respect to t1~ ~aller be forwarded to our
office and to the attention of the undersigned, Additionally, it would be appreciated'if any notilles of an~earings
also be forwarded to the undersigned, Thank you for your cooperation in this matter.. 'oj .;: '_~
"- . . .
Sincerely,
~UJj;O:Yf~
Jackie Siegel
Legal Assistant
(216) 363-4989
/'..1
.::..
'..:J
.1"
,: ~'I
W
, ,
,,: ()
-
JBWsrr
Enclosures
cc: Lester Witter, Jr" Personal Representative
,.. ....
1105109
LAW OFFICES OF
WELTMAN. WEINBERG & REIS CO.. L.P.A.
cost Payment Check
99999999
01105109
. ''"
Cle - JBW
Amount
5.00
Oat ~ Acct II
oe/06/97 01118453
Description
LE5TER H WITTER
Check Amount
5,00
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WWRUOIIIH4~J
FORM lJ3.0,C, IlIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF
No.21-96-466
of
Lester H. Witter
Deceased
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of
PNC Bank N.A,
(Claimant)
in the amount of $3,383.03
against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate. Estates and Fiduciaries Code.
The said decedent, who resided at 40 Sorinq Garden Estate,
Carlisle. PA 17013
(Address)
, died on June 5,
19~.
Written notice of this claim was given to Lester H, Witter. Jr,
1000 Ever reen Blvd, \ oW\1' Mills 'Nji~015
(Perb6nal representa ' e, if any, or counsel)
on
Februarv 20
tZ: lei tlZ Fi1i
,1997. J Q
L6. - JaLKL Uo/.
(Claimant)
Jackie Siegel, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., SlIite~OO
Cleveland. Ohio 44113
(Claimant' n Addl'enn)
Sift 1
jO '
,"'t!
C'ooll:!
I'l ;(.(' , -;
BUREAU OF INDIVIDUAL TAXES
lNHlAlTAHC[ 'AX DIVISION
DEPT. ZI0601
HARRlSIURC, PA 1712.-0.01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
c/
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
111-1"'11'"111.'''
LESTER H WITTER JR
1000 EVERGREEN BLVD
BROWNS MILLS NJ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-03-97
WITTER
06-05-96
21 96-0466
CUMBERLAND
101
LESTER
H
AMount A."Uted
OB015
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 ~
iiEv:is4i-Ex-"FP-iiii-:97Y-NciricE--oF-YNHEiiiTAiicE-YAx-iipiiiiiiisEHENr-,--,m.-oiiANCE-OR'-------------m-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WITTER LESTER H FILE NO. 21 96-0466 ACN 101 DATE 06-03-97
TAX RETURN WAS, (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool E.toto (Schodulo Al (1)
2. stock. and Bonds (Schedule 8) (2)
3. Clos.ly Held stock/Partnership Inter.st (Schedule C) (3)
4. Hortgeges/Not.. Receivable (Schedule DJ (4)
S. Cash/Sank Deposits/Hi.c. Personal Property (Schedule EJ 15)
6. Jointly Owned Property (Schedule fJ (6)
7. T,.ansfe,.s (Schedule G) (7)
8. Totel Asset.
I CHANGED
NOTE: To InJure prope,.
credit to your account,
subnit the upper portion
of this forn with your
tex paynent.
.00
.00
.00
.00
17.077.00
.00
.00
(81
17 .077 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer.l E~penleI/Adn. Costs/Hisc. E~p.nse. ISchedule H) 19)
10. Dobt./Hoctgogo llobllltlo./Llon. ISchodulo II (101
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Govern.antal Beque.t. ISchedule J)
14. H.t Velue of E.t.t. Subject to Tax
13.315.46
28.064,48
(111
1121
1131
1141
41.37'1 '14
24.302.94-
.00
24.302.94-
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of line 14 at Spousal rat. (IS)
16. Anount of Line 14 t.~.bl. .t Lineal/CI... A rate 116)
17. A.ount of Line 14 taxable at Collat.ral/Cla.. B rate 117)
18. Principal Tax Dua
TAX CREDITS:
PAYHENT
DATE
NOTE:
.00 X .00.
,00 X .06.
.00 X .15.
1181
.00
.00
,00
.00
RECEIPT
NUI1BER
DISCOUNT (tl
INTEREST/PEN PAID (0)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
,00
.00
o IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INST~UCTIONS.I
'"
1'-'
"
I...)C,
RESlRYATIONI
E",t.. of dlCldant. d~lng on or blfor. Olc.,b't 12, 1911 .. If ~y lutur. Intar..t In thl ..tet. I, tren,farrad
In po.....lon or .nJovlent to el... . (colllt,r.l1 beneflcl,rl" of the dlcadent .'t,r the ..plt.tlon of any ..,.t. 'or
11ft or for .,..t., the C~onw..lth hereby ..pr...1Y r...tv., the right to appr,I,. .nd ...... tran,'.r Inherlt8nC1 t....
It ~ l~ful el... . (col1.'ar..) tit. on any luch future Int.r..t,
NlPOSE OF
NOTICE,
To fulfill the r.qulr..ants of S.ctlon ZlU of the Inhet1t8nCI Wtd E,Ut, Ta. Act, Act Zl of 1995. (72 P.S.
SICtlon 9140).
PAYH[HTI
DelICh the top portion of thl, Hotlel end 1~lt with your ply..nt to the RlgSlt.r of Will, prlntad on ~ t.v.r.. .Ide.
--Ktlkl check or ~v ord.r p..,abll tol REGISTER OF MILLS, ACENT
REFLIfD (CR) I
.. r.fund of . '1. credit, which we. not r.que.t.d on the T.. Rlturn, IIY b. r.qu..t.d by co~l.tlng an "application
for A.,und of Pem.ylvanla Inher!tMC. end E.tet. Tlx" (REY-lSlSJ. Application. .r. avallMiI. .t the Offlc.
of the Ragl.tar of will., any of the 2J Revenue Ol.trlct Offlca., or by calling the .pecl.l 2~.hour
an.w.rlng sarvlc. nuab.r. for for.. ordarlngl In Pennsylvania l-800-J62-:050, out. Ida Pann.ylvanl. end
within local Harrisburg araa (7171 187-8094. TOO' (7171 77Z-2252 (Haarlng lap.lr.d Only).
OBJECTIONS I
Any p.rty In Intar.st not .atl.flad wlth the .ppr.I....nt. allowanc. or dl.allowanc. of daductlon., or ....s.-.nt
of t.x (Including dl.count or Int.r.stl a. .hown on thl. Notlc. .u.t obJact within .Ixty (60) d.y. of rac.lpt of
this Notlca bYI
OR
.-wrltt.n prot..t to the PA D.part..nt of R.v.nu., Bo.rd of App..I., D.pt. 281021, H.rrl.burg. PA
...I.ctlon to h.v. the ..tt.r d.t.r.lned at audit 01 thl account of the p.r.onal rapr..antatlv..
uapp..l to the Orphan.' Court.
17128-1021,
OR
AOtUN
ISTRATlVE
CORRECTlONSI
F.ctulI error. dlscover.d on thl. ........nt .hould b. .ddr..sad In writing tal PA O.p.rt.ent of R.venua.
Buraau of Individual T.xe., ATTN: po.t Asse....nt R.vl.w Unit, O.pt. Z8060l, Harrisburg, PA 17128.0601
Phon. (717) 787-6505, S.. pag. 5 of the booklet -Instruction. for Inh.rltanc. Tax A.turn for a R..ld.nt
Oec.dent- (REV-1S01) for an .xpl.natlon of adalnl.tratlv.ly corr.ctabl. .rror,.
OISC~h
If any t.x due I. paid within thr.. (J) calend.r .onths after the decedent'. d..th, . flv. p.rcent (S~) dl.count of
the t.. p.ld I. allowed.
PENAL TV:
The l5~ ta. ~.ty non-partlclpltlon penllty 1. coaputad on the tot.1 of the t.. and Int.r..t .......d, and not
paid before January 18, 1996, the flr.t day aftar the and of the ta. eane.ty period. Thl. non.p.rtlclpatlon
penalty I. appealabl. In the .... .annar and In the the .... tl.. period a. you would appeal the tax and Int.r..t
that ha' bean ..s...ed .. Indicated on thl. notlc..
IHTERESTI
Int.ra.t I. charged bag InninG with flr.t day of d.llnqu.ncy, or nln. (" aonth. and on. (II d.y fro. the d.te of
d.ath, to the data of pay..nt. Tax., which bac..e d.llnqu.nt before January I, 1982 b..r Int.r..t .t the rat. of
.1. (6%) percent per ~ calcul.ted .t . d.lly r.t. of .00016~. All t.... whlch bee... d.llnquent on end aft.r
J~r, 1, 1'82 will baar Int.r..t .t a r.t. which will v.ry fro. c.l~r y..r to c.lendar ,.ar with that rata
announcad by th. PA n.part..nt of R.venue. Th. appllcabl. Int.ra.t rat.. for 1'82 through 19'7 aral
'!!!!: Int.rut Rat. OallY Inhrut Fector :!!!! Intlrut bt. 0,11y Interut Fector
19az zn .000548 19&7 .X .0002~7
19as 16% .000418 1988-1991 IIX ,GDOlGI
198' 11~ .0DOlDl 1992 'X .DDallt7
1985 UX .ODUS6 1995-1994 r. .GDD1'2
I'" lOX ,GDU7,. 1"S.I997 'X ,DDD2U
--Interut Is calcuhl.d .. fallow'l
INTEREST = BALANCE OF TAX UNPAID X HUNBER OF DAYS OELINQUEHT X OAILY INTEREST FACTOR
__Any Hatlca luued att.r tN t.x ~QM. delinquent ",111 raflect ., Int.rut celculaUon to flft.... US) day.
beyond the data of the ......Mnt. If pa,""t .. .aM after the Int.rut CQlPUt.Uon d.t. .hown on the
Hatlc., additional Int.r..t .ust be calculated.
IN RE: EST ATE OF
LESTER H. WITTER. SR.
AND NOW this I r; r I-J~
: IN THE COURT OF COMMON PLEAS OF OC1 1 ~
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21.96.0466
ORnER OF COURT
day of
~ I .
c.. ( 1 c. ;:;,v"""""
. 1997, upon
presentation and consideralion of the attached Petition of Lester 1-1. Witter. Jr.. for
settlement of a small estate. and pursuant to 20 Pa. C,S. ~31 02. il is hereby ordered that
the said Lester H, Witter. Jr.. Executor under the Last Wi\1 and Testament of Lester 1-1.
Witter. Sr,. deceased. shall distribute the property of the Estate of Lester 1-1. Witter. Sr.,
deceased. in the manner set forth in the Petition, Any distributions which were made prior
to the filing of this Petition which are in accordance with the terms of the Petition, are
hereby confirmed.
BY THE COURT.
lltl/\ { f~~'.; ~
",J
-:1
5. The property owned by Decedent on his date of death and the value thereof is
as follows:
Property
1984 Ponliac Station Wagon
Household goods and furnishings
Mobile home
Grave marker allowance - Cumberland County Controller
State Farm Insurance - premium refund
Carlisle Imaging - refund of overpayment
Moffilt, Pease and Lim
Belvedere Medical Corporation - refund of overpayment
AARP - premium refund
Mutual of Omaha - refund
Washinglon National Insurance - premium refund
Travelers Life Insurance Company - refund
United American Insurance Company - premium refund
AARP - Membership refund
Agway - refund
Dial America Marketing - refund
JC Penney - refund
Gateway Health Advantage - refund
Value
$ 600.00
813.00
6,000.00
50.00
83,26
55.43
59,20
49,63
102.00
27.15
10,55
41.80
125.00
4.78
166.55
108,61
6,95
40,00
II, The following disbursements have been made from the Estale prior to the
filing of this Pelition:
~ Nalure of Payment Amount
Ewing Brolhers Funeral Home Funeral bill $ 5,609.00
Cumberland Valley Gardens Burial plol 750.00
First Church of God Funeral receplion 50.00
D. Allen Malhna Honorarium to Pastor 50.00
VFW Post 6]68 Contribution for graveside ceremony 50.00
Griffie & Associates Initial office conference 40.00
Register of Wills Pro bale fee 72.00
Cumberland Law Journal Legal Advertising 60.00
The Sentinel Legal Advertising 60.04
ReMax Really Commission on sale of mobile home ],200.00
POlliger's Auction Commission on sale of 284.55
Personal property
Tax Collector 1996 school tax. pro-rated 128.00
Carla Roberts Real property carelaker ]50.00
7 monlhs
Barrick's Plumbing Repairs 59.31
Spring Garden Estales Lot rent (7 monlhs) 1.995.00
Agway Propane 45,25
Aero Oil Heating oil ]27.39
United Telephone Final Telephone Billing 102,74
PP&L Eleclric (5 billings) 232,68
\0 '1::<:(
'0 ':'{
."1 '0.:
I"'l "
.J :;~ 0- 6
(1 .-:
"
~~ ','
, ~
~ ."
t) ..1) .0
g "' ~ -;::1=
0:0: ",-
08
PtJRPQSE DI'
HOTlCE1
To fulfill the requlr..ent. of section 2140 of the Inherltencc and E,tata 'a. Act, Act 21 of 1995. (12 P.S.
s.cUon ,140).
PAYMEHTl
Detach the top partlon 01 thlt Notice and IW.lt with your PIYllent to the Reglstl" of Wl1h prlnt.cl on the
..IVI'" side.
n ".... check or HlMV order plyabl. t01 REctSTER OF WUlS, 'CENT.
REFUHD(CRJI
A n'WMI of . tl. credit, which .... not rlqlMlted on the tax nturn, ..y ba requuted bV cDtlP1IUna en "Appl1cetlon
for R.fU"d of plM'lnlYlvanlll Inhlrltance and Est.t. Tn" tREV-UU). Application. era I...alllable at the Office of
the Reglltar of Willi, any of the 23 R.v~ DI.trlct Offlc.. or by calling the ,peclal Z4-hour ..,Iw.rlng ..rvlel
~r. for for., ordlrlnal In Pannlylvanla 1-100-56Z-2050, out. Ida P~,Ylvanl. and within locII
Hlrrl.burg ar.. (117) 7.7-1094, TOO' (117) 77Z-ZZSZ (H..rlng lapelred Only).
OIJECT1DH51 Any plrty In Intara.t not .atlsflad with the appral.a.ent, allowanca or dl.allowanca of deduction. or a..a..-.nt
of ta. (Including dl.count or Intera.t) a. thown on thl. Hatlc. ..y abject within sl.ty (60) day. of recalpt of
thh Hatlc. bYI
..wrltt." prot..t to the PA Depart.."t of A.v...., loard of appealS, Dept. 211021, Harrisburg, PA 17128-1021, DR
.-alectlng to hava the .attar d.t.ralned at the audit of the ac:CQtM1t of the per.anal rapre'M1tatlv., OR
--appeal to the Drphans' Court
ADttI"-
ISlAATlVE
CORRECTIONS I
fectu.1 arran dhcovarad on this a..a.....t should be eddra..ad In writing tOI PA Depart.."t of Ravenue,
auraau 0' Individual Ta~a., ATTNI Po.t A......."t Ravl... unit, DEPT. 210601, Harrisburg. PA 17121-0601
Phone (711) 711-6505. S.. page 5 of the booklat -In.tructlon' far Inheritance Ta. Aeturn 'or a R..ldant
Dec~t- (REV-150l) for an a~planatlon of ~Inl.tratlvely correctabla errors.
DISCOl.ITI
If any tu due Is paid within thraa (S) calancMr IIOnth. after the decadent's d..th, a five perc....t UX)
dlscOU"lt of the tax paid hallowed.
PENALTY I
The 15X ta. .-ne.ty non.p.rtlclpatlan penalty I. c~tad on the total of the tax and Intere.t ...al.ad, and not
paid befora January II, 1996. the flr.t day aft.r the and 0' the ta. ean8.ty period. This non.partlclpatlan
penaltY Is app.alabl. In tha .... aanner and In the the .... tI.. period .. you would appa.1 the ta. and Int.r..t
thlt h.. bean al....ad a. Indlcat.d on thl. notlc..
INTEREST I
Intarut Is cherDed bqlmlng with first day 0' delinquency, or nine (9) Rt'Ith. and one U) d.y
'toe the d.ta 0' d.ath. to tha data of pav-ant. Tax.' which baca.. dallnquent befora January 1. 1912
be.r Intet..t at thl rata of .1. (6X) percent par ~ calculatad at . dally rat. 0' .000164.
All taxa. which bee... d.llnquent on or a,tar January 1, 1912 will bear Int.r..t .t a tat. which will vary 'r~
cal~.r year to c.lendar yaar with that tat. announced by the Pi Dep.rt.."t 0' Rav~. The appllcabl.
Intat..t r.t.. for 1912 through 1991 .ral
V.ar Intera.t Rat. D.llY Inter..t Factor Vnr Intetut Rata Dally Interut Fector
19ez ZOX .0005".1 1911 'X .0002U
19as lOX .DOO"sa 1918-1991 lIX .00O!Ol
1964 lIX .00UOl 199Z .X .00DZlt1
.915 UX . DOUS6 1995-1994 n .000192
1916 laX .00021". 1995-1991 'X .ooazlt1
"Interut I. calculated a. follOlll'1
INTEREST ~ BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notice "aued aftar the ta. bee.,... delinquent will taflect an Intarut calculation to flft..... US) dey.
beyond the data of the .......ent. If payHnt Is alMSa altar the Intetut coaputatlon data shown on the
Hotlce. eddltlonal Int.t..t .uat b. c.lculat.d.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAlCES
INHERITANCE TAX DIVISION
DEPT, zlnOl
HARRISIURC, PA 171ZI.D6Dl
NOTICE or IIf1IERITANCE TAlC
APPRAISEftENTL ALLOWANCE OR OISALLOWANCE
or DEDUCTION". AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
m.IJ4ln,um.m
LESTER H WITTER JR
1000 EVERGREEN BLVD
BROWNS MILLS NJ 08015
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
04-27-98
WITTER
06-05-96
21 96-0466
CUMBERLAND
204-03-2332
98002171
Aoount R..1tt.-t
LESTER
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MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
TO:
je
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
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PURPOSE OF
NOTICE; Ta fulfill the requlr..-nt. af Section 2.~D af ~ Inheritance end E.tate Tax Act, Act 2. af 1995, (72 PoSt
Section 9.flO),
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PAYHENT I
Det.ch the top portion of this Notice nnd sublllt with your p.yeent .ade payable to the OMe .nd address
printed on the reverse side.
If RESIDENT DECEDENT .ake check or .oney order payable to: REGISTER OF WILLS, AGENT,
If NOH-RESIDENT DECEDENT .ake check or .oney order paYable to: COHHONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of . ta. credit, which wa. not requ.sted on the T.x Return, a.y be requ..ted by coepl.tlng an
"Appllc.tlon for Refund of P.nnsylvanla Inheritance and Estate T.." lREY-lll]). Appllc.tlons are .v.llabl. .t
the Offlc. of the R.glster of Willi, eny of the 2] R.venue Di.trlct Offlc.s or fr~ the DeparteentOs 2~-hour
answering servlc. nuabars for for.s ordering; In P.nnsylvanla 1-800-]62-2050, outside P.nnsYlvanla
and within local Harrisburg .r.a (717) 787-8094, TOOl (717) 772-2252 (H.arlng I.p.lred only).
REPL V TO:
Questions regarding .rror. cont.ln.d on this notice shoUld be addressed to: PA Departaant of Rev.nue, Bur.au
of Individual ta..., ATTN: Post A.......nt R.vlew Unit, Dept, 280601, Harrisburg, PA 17128-0601, phone
(717) 787.6505.
DISCOUNT:
If any ta. due I. paid within three (]) calendar eonths after the d.c.dent's death, a five percent tSX) discount
of the ta. paid Is allow.d.
PENAL TV:
The 15X t.. aenesty non-participation penalty Is co.put.d on the total of the ta. and Int.r.st ....s..d, and not
paid before Janu.ry 18, 1996, the flr.t day after the end of the t.x 8an8,ty period.
INTEREST:
Inter..t Is charged b.glnnlng with first day of delinquency, or nine (9) eonth. and one (1) day fro. the date of
d..th, to the data of paya.nt. Ta.es which b.e... d.llnquent b.for. J.nuary 1, 1982 bear Intere.t .t the rate of
six 16X) p.rcent Plr ennua c.lcul.ted at a daily rat. of ,OOOI6~. All tax.s which b.e..e d.llnquent on and .ft.r
January 1, 1982 will b.ar Intere.t at a rate which will vary fro. calendar year to cal.ndar year with that rate
announced by the PA Depart.ent of Rev.nu.. The applicable Interest r.t.. for 1982 through 1998 ar.:
V.ar
Inter..t Rat. OallY Int.rest Factor
Vear
Interest Rate
Oally Interest Factor
1982 20X .000548 1987 9>- .0002~7
1983 '6>- ,000438 1988-1991 1l~ .000301
19&4 11>- .000301 1992 9>- .000247
19&5 U>- .000356 1993-1994 7i! .000192
19&6 lOX .000274 1995-1998 9>- .OOOZ~7
ulnt.rest Is calculated .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice Issued aft.r the tax bec~e. d.llnquent will r.flect .n Inter.st calculation to
b.yond the date of the ..,e..eant. If pay.ant I. aade .ft.r the Int.rest co~tatlon data
Notlca, additional Interest aust be calculated.
fifteen lIS) days
shown on the
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Lc-'d, i.' //,/,,?,'/.f {(),'/I, I,'
Date of Death: (' - <,- y C
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Will No. 19'J{
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AdmJ.n. No" ) '/"
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Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ above-captioned estate:
1.
Stat~~whether administration of the estate is complete:
Yes~ 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. 1 is Yes, state the fOllowing:
a. Did the personal representative file a final
account with the Court? Yes )( No .
b. The separate Orphans' Court No. (if any) for
the personal representative's aCCOunt is: oj / _ '1(; '-!}drJ;C
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.~
Date:
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Signa ture
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Name (Please type or print)
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Address .
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Capacity: '<' Personal Representative
Counsel for personal
representative
(MAH: emf! AMJ)
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11'l RE: ESTATE OF
LESTER H. WITTER, SR,
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: NO. 21.96.0466
PETITION FOR SETTLEMENT OF A
SMAU. ESTATE PURSUANT TO 20 Po. CS. g3102
AND NOW comes Lester H. Witter, Jr" Administrator of the Estate of Lester H.
Witter, Sr., and respectfully represents as follows:
1. Lester H, Witter, Sr. died on June 5, 1996. a resident of South Middleton
Township, Cumberland Counly, Pennsylvania,
2, Petitioner. Lester H, Witter, Jr" whose address is 1000 Evergreen Boulevard,
Browns Mills, New Jersey, 08015, is the son of the Decedent, and on the date of the
Decedent's death. was not a member of the Decedent's household.
3, Decedent left a Will dated May 3. 1990, which was probated on June 13.
1996, and Letters Testamentary were granted to Lester H, Witter, Jr. by the Register of
Wills of Cumberland Counly on June 13. 1996,
4, Decedent was survived by the following persons entitled to share in his Estate:
Name
Relationship
Interest
Lester H, Witter, Jr,
Son
50%
Marc Witter
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Son
50%
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5, The property owned by Decedent on his date of death and the value thereof is
as follow~:
Property
1984 Pontiac Station Wagon
Value
$ 600,00
813.00
6,000.00
50.00
83.26
55.43
59.20
49.63
102,00
27.15
10.55
41.80
125.00
4.78
166,55
108.61
6.95
40.00
Household goods and furnishings
Mobile home
Grave marker allowance. Cumberland County Controller
State Fann Insurance. premium refund
Carlisle Imaging. refund of overpayment
Moffitt, Pease and Lim
Belvedere Medical Corporation - refund of overpayment
AARP . premium refund
Mutual of Omaha . refund
Washington NalionaI Insurance. premium refund
Travelers Life Insurance Company. refund
United American Insurance Company. premium refund
AARP . Membership refund
Agway. refund
l?i~ Ame!1ca Marketing. refund
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JC Penney-. refund
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GatewaY!Iealth Advantage. refund
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II. The following disbursements have been made from Ihe Estate prior 10 the
filing oflhis Petition:
~
Nature of Payment Amount
Ewing Brolhers Funeral Home
Funeral bill S 5,609.00
Cumberland Valley Gardens
Burial plot 750.00
First Church of God
Funeral reception 50.00
0, Allen Mathna
Honorarium to Pastor 50.00
VFW Post 6168
Contribution for graveside ceremony 50.00
Griffie & Associates
Initial office conference 40.00
Register of Wills
Probate fee 72,00
Cumberland Law Journal
Legal Advertising 60.00
The Sentinel
Legal Advertising 60.04
ReMax Realty
Commission on sale of mobile home 1,200.00
Poltiger's Auction
Commission on sale of 284.55
Personal property
Tax Collector
1996 school tax, pro-rated 128.00
Carla Roberts
Real property caretaker 150.00
7 months
Banick's Plumbing Repairs 59.31
Spring Garden Estates Lot rent (7 months) 1,995,00
Agway Propane 45.25
Aero Oil Heating oil 127.39
United Telephone Final Telephone Billing 102.74
PP&L Electric (5 billings) 232.68