HomeMy WebLinkAbout96-00536
PETITION FOI{ PIWBATE :lnd GUANT OF 1.E'ITlmS
/:',/1/(,' I~r .1. Fredrick IlillU jlll'
1/1.111 A"II"'" 1/1 .J. '!;rect.!.:ick llillU ine.
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t'lIll1l1HlIlWCilllh 01' )-l'IHI\yl\'allia
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\'lnll pl,tililIlH.'I("', \\IHI b,~~IX Yl'itl\ l)1' agl'tlr ollie! illllll\.' C.\l'\."UI__J.:-j.:.~____._ _____._____IIi1l1lcll
illlhe 101'1 II ill "rlhe ah",,' dm',klll, dOlled _ ______. ..~cEI'-C!lI~r_~-,_._.____.____., IlJ2l-
ami l"didl(\1 d:lled none ,,-.-.---..
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h is 101\1 ralllily III 111 illdpalll'\idl'lIle OIL __.IlOLNor,Ul lIiUlOllo:!_CS_tr.cQt,--C"r:Hslc:,-
l'gnnsylvilniil 17013 (NorUl Miclcllcton:l'ownship).- -.--.---
tll\l '1Il'cl. IIl1l11b":l ;lI\d IIHlII\'II'.IIII))
(lc<l'lIlklll,lh<1I 90 Ylill\ IIr a~e, died ______ . June" !} '- ____.______. IlJ.-2.!i_.
al ..1101 .NorUIHilnoverStreel, Car.!islQ,_I'^._ 11013.. ___ ______u - .-----------.
beep I a' 1"11<",,. deledelll did 11111 ilia! ry. wa, lIul di\'lll <cd allll did lIul haw a child hurn or aduPlld
afler e,\l<llIiuIIUI Ih< will "Ikml lur pll.hall; wa' lIullhe \'iclilllul a killillg alld wa' lIe\'er adjlldicaled
il1~\ll11pl'll'lll: ____,___ u .---------~------~----
()l.~Clllklll tit de:uh O\\lIl'd IHUPl'llY wilh l'~liIlHlll'd vahlc, a~ rul1u\\'~:
(If clulllidkd ill I'a., '\lIper","alpll1perty
ur 1I0t d0111kih:d ill Pa.) Pcr~ollal prupcllY ill Pennsylvania
(If 1101 dOlllidkd ill Pa.) . 1'l'1~"llal PlOpclty ill Cuunly
Value of lI.:a1\.',lall.' in Pl'lIl1,yl\'ania
...iluated a!'l I'ollow,: ._ .---- --.-
$..1Q, 000 ._00
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WIIEREFOllE. plllllllllll(" Il,pellllllly 1l<\1I<\1(') Ihe I'lI1hate ul Ihe ""I will alld eudidl!,)
("<\llllld hl'llwilh alllllhe gralll III kIl1l,__.'l'e!i.4"ll1]C'I]WIY
(11,.'\1;11111.:111011); .hllllilll\II.111I11l ,',I.il.; .UIIllIIll\llaIIIHl d.II.II...:.I.il.)
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OATil OF I'EI{SONAL UEPIU';SENTATIVE
COMMONWEAI.TH OF I'ENNS\'I.V ANIA
COUNT\' OF_~~J:;1UJ\ND
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ThepeliliulIlI(" :lh,,\'e-OHIIII<d ",eall') or affirm(,) Ih:lllhe ,"'Iemellls illlhe loreguillg plliliulI me
Inll amlllllle<1 Iu Ihe h<\1 uf Ihe klluwicdge :llId helief uf p<liliullor(,) :llId Ihal ;" pel\OlIal reprcsell'
tali\'cb) or Ihc ahon' dCI.:cdcllt pl..'litiolll..'r(\) will \\clI and Il"Uly administer Ihe: e~lale according In law,
SWOI'll In tll alfirllH,'d ~lf~ \lIh\crihcd _ ._ ---.-----------,--~._- t'l
heflHellll'lhi, ." . u__...' . __ d:" ul I~/ ;. ;jolll); ~131s.tl}nC, Jr. '~'
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(Fry c. Lewis, U,'gl.I(<'" _1'__________. 13:
15- 113- t ..
No. 21 - 96 - 536
Eslllle of
J. I-'redL"ick BiBtline, u/k/a
.J. I"!:<x/et'ick llinUinl!
, Decellsed
DEClmE 01' PRonATE AND GRANT OF LETTlmS
AND NOW July 10. 19~, in eonsideralion of Ihe petilion on
Ihe reverse side hereof, salisfaelOry proof having been presented before me,
IT IS DECREED thai the instrumelll(s) dOlled September 9, 1993
described Iherein he admilled 10 probate and filed of record as Ihe laS! will of
J. Fredrick Bistline, a/k/u J. Frederick Bistline
and Lellers 'l'esl:an1cntary
arc hereby grallled III Jolm A. Bistline, Jr.
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FEES
Pro bale, Lellers, Ele. ..,...... $ 70.00
Shorl Cerlifieales( 5) . . . . . . . . .. $ 15 no
Renunciation ................ $ 5.00
X-Pages $ 6,00
JCP TOTAL _ $ 1n1'HR
Filed ~.1.HY.. .1Q.... .~~~.6....,...,........
Robert R. Black, Esq. (06267)
AlTORNEY (Sup. CI. I.IJ. Nu,)
36 S. Hanover st.. Curlisle, PA 17013
ADDRESS
(717) 243-3727
PIIONE
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WARNING: Ills IIleg/lllo dupllc/lle this copy by pholost/lt Dr photograph.
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COMMONWEALTH OF PENNSYlVANIA. OEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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..IWlc-Of:CIPflt',....._....,
I. J. Frederick Bistline
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, 202 - 20 4621
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LAST WILL AND TESTAMENT
OF
J. FREDRICK BISTLINE
I, J. FREDERICK BISTLINE, of Upper Frankford Township,
Cumberland County, Pennsylvania, make this Will, revoking all my
former wills and codicils.
ITEM I: I direct that all my just debts, funeral
expenses, and administration expenses, including my grave marker,
shall be paid from the assets of my estate as soon as practicable
after my decease.
ITEM II: I bequeath those articles of my household
furnishings, personal effects, and personal property as set forth
in a separate memorandum which I intend to sign and keep with my
copy of this Will, to the persons named in that memorandum.
ITEM III: I direct that my hereinafter name Executrix
sell my 200 shares of common stock in the Farmers National Bank
of Newville to said Bank at a value that said stock is appraised
for Pennsylvania inheritance tax purposes.
ITEM IV: I devise and bequeath all of the residue of
my estate, of every nature and wherever situate, to my wife, MYRA
M. BISTLINE, providing she shall survive me by thirty (30) days.
ITEM V: Should my wife, MYRA M. BISTLINE, predecease
me or die on or before the thirthieth day following my death, I
devise and bequeath the residue of my estate, of every nature in
equal shares, to the st. Peter's Lutheran Church, st. James
Lutheran Church and Upper Frankford Volunteer Fire Company.
ITEM VI: I direct that all taxes which may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM VII: I appoint my wife, MYRA M. BISTLINE,
Executrix of this, my Last I~ill. Should my wife, MYRA M.
BISTLINE, fail to qualify or cease to act as Executrix, I appoint
JOHN A. BISTLINE, JR., Executor of this, my Last Will.
rJ' ~E.
Ini, Is
q'!fJ. III NIT~S~.' . F, I ha.VC hcrcunto Gct
day of ~r__~_._.~'____' 1993-
~ - _#- I ,
( '1' :!.
my hand this
(SEAL)
The preceding instrument, consisting of two
typewritten page, each identified by the signature of the
Testator, J. Fredrick Bistline, was, on the day and date thereof,
signed, pUblished, and declared by J. Fredrick Bistline, the
Testator therein named, as and for his Last Nill, in the presence
of us, who, at his request, in his presence and in the presence
of each other, have subscribed our names as witnesses thereto.
~5~~
~~~
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
~.. We, J. Fredrick Bistline, Robert R. Black, and
e_", to (... 5'CU-IJ~f'P , the Testator and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the
instrument as his Last will, and that he had signed willingly (or
willingly directed another to sign for him), and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witness, and that to
the best of their knowledge the Testator was at the time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
~. . ' . /3ie. t;.
Testa r J. Fredrick Bistline
~~
Nitness Robert R, Black
Subscribed, sworn to and acknowledged before
me by J. Fredrick Bistline, Testator,
and subscribed and sworn to before me by
Robert R. Black a!l~-e;pl&ll4 fU> L~. 6 R t'if .
witnesses, this I r- day of -.:l~x!:dx.,.U
1993.
N~i~ n
NOTARIAl. SfAl
SUSAN K. GUYER. NtUry NIne
CarliSle, Cumberlano eour-.y
My CommiSsion Expires Sept, 4, 1995
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_.....-._-_.~-. ,-~ -.--
21 - 96 - 536
UENUNCIATION
In Re Eslale of J. l'rcdrick Bistlinc
deceaml.
To the Register of Wills of Cumbcrland
County, Pellllsylvallia.
The undersigned Mvra M. Bistlinr.. wirr.
of
the above decedent, hereby renoullce(s) Ihe right to administer the estate and respectfully ask(s) that Lellers
Testamentary
be issued to
John A. Bistline. Jr.
WITNESS
hcr
hand this 27 th day of Junc
,19-2L,
/L~A.?J 'i1\ .<.~J "h.. 'J{~,lJ:"P.,
I 7~Myra M. Bisflillft!'t!')
801 North Hanover St., Carlisle, PA
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (0)
Name of Decedent: J, Fredrick Bislline, aIkIa J. Frederick Bistline
Dale of Dealh: June 17, 1996
Will No. 21-96-536
To the Register:
I certify thBt notice ofbeneliciol interest required by Rule 5.6(a) of the Orphans'
Court Rules was served on or mailed to the following beneliciaries of the above-
caplioned eslale on October 10, 1996:
Nome Address
Myra M, BislIine, Church of God Home, 801 N. Hanover SI., Carlisle, PA 17013
Notice has now been given to all persons enlilIed therelo under Rule 5.6(a) except: None,
Date: /0-10- %"
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Signature
Landis, Black & Schorpp
36 South Hanover Streel
Carlisle, Pennsylvania 17013
(717) 243-3727
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Capaci1y: _ Personal Represenlative
..1L Counsel for Personal Representative
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONwrAmt Of p(NNSnVANIA (TO BE FILED IN DUPLICATE
OfPA"OM,',", ',0'0' ~1,Y[NUI 21 - 96 - 0536
~ WITH REGISTER OF WILLS)
HAIIRISIURO. p~ 11118-~1 ~ f2~~TY COD~ YEAR
ou:tOWT'!. NAMI (lA!.l, flUI, .'W MILlOU INI'IAII 0(((on4l'!. (OMPUTl ADO.US
Bistline, J. Fredrick 801 North lIanover Street
'~'~~'~~~=;~;'~' OA:/~ ;7~:----\",:/ii~;~;'---- co,,~ar~~~l:d 17013
I" ""1""'111 'UIWI_"IO VOOU 'tlA"IIlA\1 ,.1" .lotIO ""DOII IIl,.,.q ]'6cIAL5'CUAI'i- .w..-...- -fAMOUtH lfClI'lfD ISH IN$IAUClIONSj
Bistline, Nyra ~l. 1~5-16-39'36
t&l1. Originol Return [] 2. Supplemental Return L] 3.
D 4. limited Ellote [] 40. Future InIOrO\' Compromis., 0 5.
(lor dale' of death after 12.12.821
[X) 6. Decedent Died Tellole [J 7. Docedent Mointained a living Tru,t
(Alloch copy of Will) (Alloch (Opy of TruI')
All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
REV.UOO [h 11941
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1. Rool E,'olo (Schodulo AI
2. Slotks ond Bond. (Schodulo B)
3. Closely Held Stock/Portn,rship Inter. I' (Schedule C)
4. Mortgages ond NOI" Recei...able (Schedule OJ
5. Cosh, Bank Oeposill & Mise.llon.ous Personol Property
(Sthodulo E)
6. Jointly Owned Property (Schedule F)
7. T,onllon (Schodulo G) (Schodulo l)
e. TOlol Gran Auets (Iolcllin.s 1.7)
9. Funaro! Expense., Administrati.... Calls. Miscellaneous
Expense, (Schedule H)
10. Debts, Mortgoge liabilities, liens (Schedule II
11. TOlol Deductions (totollines Q & 10)
12. Nel Value 01 Eliott (line B minus line 11)
13. Choritoble ond Governmentol a.quem (Schedule J)
14. Ne' Volul Subject fa Tox (line 12 minus line 13)
15. Spousal Tran,fers (for doles of deolh ofter 6.30.941
Se. Instructions for Applicable Percenloge on R.....rso
Side. (Indude volu., from Schedule K or Schedule M.I
16. Amount of line 14 tOltoble at 6% rote
(Include values from Schedule K or Schedule M.)
17. Amount of line 14 loxoble 01 15% rote
Ilnclude volues from Schedule K or Schedule M.I
lB. Principoltox due (Add lOx from lines IS. 16 ond 17.1
19. Credits Spousal Po...erty Credit Prior Payments
~. ~-. ... .
fOA DATlSOf DEATH AnER 12/31/91 CHECKHERl
If A SPOUSAL -
P_~!l_R!!.C~E_~I!S-~A~."'.Ell.r.:..I___ ____
fiLE NUMBER
NUMBER
Remoinder Return
(lor doles of deolh prior 10 12.13.82)
Foderol Eslate Tox Relurn Required
_ 8. Tolol Number of Sofe Deposil Boxes
(OMPUl( MAnlNG "DORU!.
36 South Hanover Street
Carlisle, PA 17013
(0)
(9)
110)
81.65
57,393.74
11,965.70
45,428.04
0.00
45,428.04
0.00
0.00
__.1!..05~~____..~.
1 ,053.~~________
0.00
0.00
1,053.49
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0.00
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21. If line 1B is greoler than line 19, enler the difference on line 21. This is the TAX DUE.
A. Enter Ihe inleresl on Ihe bolonce due on line 2 tA.
B. Enter Ihe 10101 01 line 21 and 21A on line 218. This is Ihe BALANCE DUE.
Mal.:. Check Payable 10: R.gla'., o' Willa, Ag.n'
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH oil( oil(
Under penalties 01 perjury. I declare Ihol I hove oll.omined this relurn, including accomponring schedules and slalemenh, and 10 tho bell 01 my knowledge and belief.
il is true, correct and complele. I declare Ihat 011 real oslale has been reporled at true markel value, Declaration 01 preparer olher Ihon the personal reprelentoli...e is
bOle 011 informolian of which pre parer has any knowledge.
" rue O' ",O"ct"" O~"""G I.U~--:^OD"'~~~~~~%z,p~'~~i~:;~:-P~-~-;~;;--- o..T
" , -0' "A 0' "'Af"~-'OO'T"-RobCr-tR. Black;Esq. ...-..------ .---.----- -. 0.-.-,-------------
__________3.G_S. .Ilunoycr St"C<lrlis1e'nPA~ 7013_ ____________
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(13)
(14)
115)_~l~_''!oj~7 5 _~__ x. QQ. =
116) ________ __ 0.: 00 poo. __ x .06 =
1171 ___~-'0.?3__~22___ x .15 =
liB)
Discounl
Inlerest
+ ---,._------- -
1191
(20)
20. If line 19 is greater thon line lB. enter the differenc" on line 20. This is Ihe OVERPAYMENT.
mo
Chec~ hore if you are requosling 0 refund of your overpayment.
1211
121A)
121BI
.,
LnST WILL nND TESTAMENT
OF
J. FREDRICK DISTLINE
I, J. FREDERICK BISTLINE, of Upper Frankford Township,
cumberland county, Pennsylvania, make this Will, revoking all my
former wills and codicils.
ITEM I: I direct that all my just debts, funeral
expenses, and administration expenses, including my grave marker,
shall be paid from the assets of my estate as soon as practicable
aftcr my decease.
ITEM II: I bequeath those articles of my household
furnishings, personal effects, and personal property as set forth
in a separate memorandum which I intcnd to sign and keep with my
copy of this Will, to the persons named in that memorandum.
ITEM III: I direct that my hereinafter name Executrix
sell my 200 shares of common stock in the Farmers National Bank
of Newville to said Bank at a value that said stock is appraised
for Pennsylvania inheritance tax purposes.
ITEM IV: I devise and bequeath all of the residue of
my estate, of every nature and wherever situate, to my wife, MYRA
M. BISTLINE, providing she shall survive me by thirty (30) days.
ITEM V: Should my wife, MYRA M. BISTLINE, predecease
me or die on or before the thirthieth day following my death, I
devise and bequeath the residue of my estate, of every nature in
equal shares, to the st, Peter's Lutheran Church, st. James
Lutheran Church and Upper Frankford Volunteer Fire Company.
ITEM VI: I direct that all taxes which may be assessed
in consequcnce of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate.
ITEM VII: I appoint my wife, MYRA M. BISTLINE,
Executrix of this, my Last will. Should my wife, MYRA M.
BISTLINE, fail to qualify or cease to act as Executrix, I appoint
JOliN A. BISTLINE, JR., Executor of this, my Last will.
t:L'7
/1 ' .
'J.. -', ..;.). _
~ls
"
,
-r,u III IH1'tl . ,S l~ ~'
_q.J:!:'dny of . .
F, I hnve hereunto set my hnnd this
_______, 1 <1'>.) .
/1 ,/-.. [' '; J') '//1
~.___Jj_~~ _L-{ti.. t:' "'..'!~(rJlt_.. :}_,-...LL(.~,J-___ (~; E^ J-J)
.J.A'redrid: Bistline
,
1~e preceding instrument, consisting of two
typewritten pnge, ench Identified by the signature of the
Testator, J. Fredrick nistline, was, on the dny and dnte thereof,
signed, published, nnd declnred by J. Fredrick nistline, the
Testator therein named, ns nnd for his Last Will, in the presence
of us, who, at his request, in hin presence nnd in the presence
of each other, hove subscribed our names ns witnesses thereto.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
^_. l~e, J. Fredrick nlstline, Robert R, Black, nnd
evw.... ~O (,... 5"'Cl-ilJRf'P- , the Testator and the witnesses,
respectively, whose names ore signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the
instrument as his Lost Will, and that he hod signed willingly (or
willingly directed another to sign for him), and that he executed
it os his free and voluntary oct for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the will as witness, and that to
the best of their knowledge the Testator was at the time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
(1 ;.;'" /.. h ' J-{
/, . .LW-.&dr /..1 {.~ ll.~~ "'
Testat6r J. Fredrick Bistline
~9~
IH tness Robert R. 'Black
-~~
\~ i tnc~[j
Subscribed, sworn to and acknowledged before
me by J. Fredrick Bistline, Testator,
and subscribed and sworn to before me by
Tl-IE FARMERS NATIONAL BANK
OF NEWVILLE
1 W.Big Spring Ayenne
I',Q.Box 156
Newyille,l'ennsylyania 17241.()156
717-776,5312 . 717,776.5452
Mervin J. Mnrrison,/'re,l;t/enr
Cnmlynll. Kough, cue. Viee/'re.lidenl
Jamcs I!. Showyakcr, ell.IMer
Douglas R, Lindsay, Am, ellsMer
>>ecember 3, 1996
~Ir. Robert I{. Illnck, Es,!uire
36 SouLh hnnover Street
Cnrlisle, PA 17013
Re: Estate of J. Fredrick Ilistline
Dear ~Ir, Illack:
Mr. Ilistline owned 1000 shares of Farmers National Ilancorp, Inc, in his
name alone and 7,590 shares in his name and Myra M. Ilistline, tenants by
entirety, Mr. John Ilistline asked me to let you know the last three prices
of stock sold. As far as we know the price, all sales in 1996 were for $50.00
per share.
Sincerely yours,
.,ffi'~'(7.J'-" .J/~r
Carolyn 11. Kough
Executive Vice President
RECEIVED
Utli 4 1996
Landis Black & Schorpp
A(V.UIon. ,1811
.t))~
COMMIJUWlAUH Of P(NN!tHVANIA
INHIIIIANCI fAX RUUIN
RUIDINf DICIDINf
SCHEDULE G
TRANSFERS
PLEAse PRINT OR fype
FILE NUMBER
ESTATE OF
Bistline, J. Fredrick
21-96=053&
THIS SCHEDULE MUST BE COMPLETED ANO FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEElIS YES,
IIEM DESCRIPTION OF PROPERlY lOlAl VALUE 'DECO. DOllAR VALUE
N 8ER I d , h , h I h I. d f' , , [XCIU~ION OF A'SEI 'lo OF DECEDENI'~
UM Inell ,nom,o f ,hanlfl",I,irf.olron! 'P Olll'e. en ,UlIt.. 0 "0",01 ., INf. INlERFST
1.
Famcrs National Bank of Newville,
certificate of deposit #30010082
dated 5/13/96 in joint names witll
newphew, John A. Bistline, Jr.
3,000.00 ,10,023.29
SOb
7,023.29
I
I
I
i
I
i
I
i
i
L
I
\.
157,023.;19_
,TOTAL (Aha IInl'~ on linll 7~~R.(apitulo'ionl_
lit mar., 'poCIt il nl'.rll'd, inuit' oddlfional,".." of lam. liz..'
,
'.
~~-
THE FARMERS NATIONAL BANK
OF NEWVILLE
I W, lIig Spring ^wnn~
".0. II", I ~(,
N,'wvilll'. l'~nnsylVilllia r/20II.OI~(,
"1"/.T16.~JI2 ' "17,""1I.~.152
Mcrvin J. Murrisnn, /'"",11/1'11I
Carolyn II. KUlIgh, /:"ACC. 1';""/""";,/,,11I
Jallles E. SIIIll\va~(I, emMa
DUlIglas R. Lilllls;.y, ,I.w, emllier
AUIlU3t 'I, 1'1'1(,
Mr. Robnrt R, nlllck
36 South IIlInovnr Strn~t
Cllrlis1n, l'A 17013
RE: EstllLn of J. Prndrick nistlinn
Dnar r'le. Illilck:
~Ir. llist1inn had thn following cnrLificlltc3 of dnl'o3iL, 1111 of which wnrn
in his namn joint wiLh Myra M, Ilistlinn
06009249 $ 5,000.00 da tnd 3/13/95, with 83.70 accrued in tn rns t
03009432 2,150.00 datnd 3/7/'15; 112.17 ..
1/30010100 3,840.00 datnd 6/9/96; 4.21 ..
1/3009687 17,226,88 da tnd 9/15/95,- 244.01 ..
1/3009979 2,068.23 datnd 3/21/%, . 24.93 ..
1/3009448 24,758.02 datnd 7/14/95, 238.78 ..
1/4009734 8,000,00 datnd 10/27/95, 283,29 ..
06009201 5,000.00 datnd 2/17/95, 109.53 ..
04009375 1,000.00 datnd 5/26/95, 2,68 ..
03009409 5,500.00 datnd 6/16/95,-maturnd 6/16/96, no acc. intnrnst.
Thnrn is also cnrtificatn of dnposit 030010082 for $10,000.00 datnd 5/13/96
rngistnrnd J. Frndrick nistlinn or John A. Bistlinn Jr, with $23.29 accrund intnrest.
Thnrn is also a chncking accoont joint with Myra ~I. Bistline with a balance of
$33,178,12. This was opennd prior to June 1962j actual datn not available,
Savings account 115001112 opnnnd Junn 29, 1979 was joint with Myra M. Bistlinn
and hnd a balance of $94,615.38 with $575.45 accrund inLnrest.
Vnry truly yours,
~ ,'&'~L~~W_-t;:::r'
Caro Iyn II. Kougl?"':,
RECEIVED
AUG 1 ? 1996
LandiS Black & ScilOrpp
\
Ilvnllllt (1")
~"
'~
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~ ._. U~ Ploa.. PrintorTypo___ _
[ILE NUMBER
21-96-0~3G
COMMOHW(;.lttl Of '(UNSYt'i;.tIlA
INIIlAIIANC( tAl Il[IUIIU
_ __"_" _R_(+SlOl~!_!JlC~.I?'.t~'__._.__._
ESTATE OF
ITEM
NUMBER
Distline, J. Frcdrick
DESCRIPTION
AMOUNT
A, Funeral Expon....
1.
1I0ffman-noth FWleral liane, funcral
2,196. 00
B, Administrativo Costs:
4.
C.
1.
2.
3.
4,
5.
U.
7,
8.
1,
2,
3.
Pononal Roprosonlalivo Commissions
Social Socu,ily Numbo, of POllonal Rop,o,onlalivo:
Yoar Commissions paid 1997
2,851.17
172
- 36 - 0191
Allornoy Foos
Landis, Dlack & Schorpp
Fomily Exomption
Claim ani Myra M. Bistline
Addross of Cloimant at docodonl's doolh
2,851.17
Rolationship
spouse
3,500.00
51'001 Addross 801 N. lIanover St.
Carlisle
51010 PA
Zip Co do 17013
Cily
Probalo FoOl
As advanced by Landis, Dlack & Schorpp
~Clos'na and filing releases
Miscellaneous Expensos.
235.71
250.00
TOTAL (Also onlo, on lino 9, Rocapilulolion)
S 11,884.05
(If mo,o spaco Is noodod, in sort additional shoots of sarno sin,)
11....1)'11.. lJl'1
~i;&
COMMO"WIAlltI 01 ""'N'II~AhIA
INI4I.IIAN(I 'A. Ulu'N
'UIDIN'OICln'N'
. ---.- .._--~-
SCHEDULE J
BENEFICIARIES
ESTATE OF
Uistlinc, J. Frcdrick
FILE NUMBER
21-96-0536
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
A. Taxoble Beque".:
1.
Myra M. Bistlinc, 195-16-3(336
801 N. Hanovcr St.
Car1is1c, PA 17013
Spousc
100%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Baquo)ls:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAho enlo' on line 13. Rocopilulolion) S
(If more span Is n..ded, Insert additlanalsh.ets of same lite)
.tV,1500 tX. 1,.'ul
~4
fl9"1~"~ 'rA
..\\'4 . ~.
.~ .~
I':") 11,0,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
lOR DAIIS 01 DIAIII AnlR 12/31/91 CIIICK IlIRI
1/ A SPOUSAL --
POVlRlY CRIDITIS ClAIMID I I
Illl NUMDlR --. .---- __u____
;!I-%-W.dh
COLHHY (ulH
COMMOUWfAllIlClI rltul'ellVAWA
(Jlr.uIMIIlI 01 Il'VIfUJI
IlIrllllUWI
"AIlIW.ftUIIl., r^ IJIJlltlWI
vi ii III III ;~-ii;"MI.ll ^ ~Ci IiI~i,-'AilljMil'"ti I,',.IIAII- ..-- ____________w___ --~
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0.
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l3istline, J. Fl'cdrlck
:'UI"IAI '.lllllltl.III1M~11l IliA II 01 III AlII . l"AlIlIlllIlIlIl
~92-20:.16_21________ __ _6/XII'J~1 _[>/6/06 __
I" A"II("'1I1 '.'hl.....tl. "tXl\! "U'"11"'1 '11\1 AllU "IL'lII.'_"_"'_"11 UK-IAI :a,l(UIIIY UUMI(I
l3istlinc!_~'[!,'a _ M._ 1 'J5-16-3536
o 1. Original Rlllurn l~ 2. Supplemonlal Roluln
o 4. limiled hlalo
06.
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IHlMnlN
liltliJiiii'~-l:I')Mrl-fjn,fliJJii~~--- .--~----_._._-
!l01 N. lIanover Street
Cill'li<>le, I'^ 1"1013
(m,"" CLUnbcrland
--- AMiiui'i il-((ti'Y-(u-i~lillisiiucitou!.J
03,
lliI5.
Remainder Rolurn
(for dolol of doolh prior 10 12.I:I.02)
Fodoral Eslote Tall Return Requirad
[J Ao. Futuro Inlere,l Compromiut
(fa, do'.. 01 d.o'h ulI.. 12.12.021
Douldonl Died Tn'lale I~ 7. Do(odonl Mainlainod u Li...in!) Trull
(Allo(h (opy 01 Willi IAUa(h copy of Tru,'1
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
,...
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Uo.
HAM(
Robert R. I3lack, Esq.
Ill(P1iO;4lNUM8lit
( 717 ) 243-3127
_ 0, Tolol Number 01 Solo Dopalil BOllos
COMru l[ MAIIIUG AUUIlU!t
36 S. lIunover
Carlisle, PA
St.rcct
17013
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I. Roal E,lulo I~Jl.hodulo ^)
2. S,.,k1 and Oond. ISchodulo 0)
:I. Clolely Held SlocUPorlnonhip Inloro,' (Schedule C)
4. Morlgago' ond Nolo, Rotoi...ablo ISthedulo 0)
5. Cosh. Ban~ Depo,ils & Miscollaneous Porsonal Proporly
(Sch.dulo E)
6. Joinlly Ow nod Proporly IS(hodulo F)
7. T,unI'ors(S,h.dul. G) (S,hodul. II
8. Totol Gross Asso" (lo1a1lino' 1.7)
9. Funerol Ellpen,o,. Adminislralivo COlli. Miscolloncou,
Expenun 15t.hodulo Itl
10. Oebls. Morlgogo liabililio,. lienl (Sthedulo II
II. Tolol Oedudionl 110101 LinOl 9 & 101
12. Net Voluo of E'lalo llino 0 minu, Lino 11)
1:1. Charilablo and Go...ornmenlol OoquOl" (S(hedulo J)
14. No. Volua Subiod 10 Talt llino 12 minUl Lino 131
IS. Spousal Tron,fllrl Ifor dolol of doalh ollor 6.30.9A)
See In,lruclions for Ar,plitable Porconlogo on Ro...eno
Side. (Includo ...oluos rom Sthodulo K or Schodulo M.)
16. Amounl of lino 14 ta.ablo 01 6% rolo
(Indude valuo, from S(hodulo K or S(hodulo M,I
17. Amounl ollino 14 laxoblo 01 15% role
(Indudo valuos from Sthodulo K or Schodulo M,)
18. Prindpollo. duo (Add 1011 '.om lino, 15, 160nd 17.)
19. Credill Spoulol Povorly Credil Prior Paymonh
+
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(2)
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(JI_____
(51
(61 ________
(7) __t6Ji,j}~_6_L-
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(01 ...166,669.82
(9) _____._
(10)
(111
(12) 166,669.82
(13)
(Id) 166,669.82
(151 166,669.82 K.Q.!L= 0.00
(16) _________K .06 =
(17) _
K .15 =
(101
Discounl
Inleroll
+
(lQI
120)
~
...
20. If line 19 i, !1rnnhtt Ihon linn 10. flnlftr Ihe diUnrnnce on linft 20, Thi, it Iho OVERPAYMENT.
rJI[i
. _ _on_Q.llL
ChICk hlr. If you art r.quutlng a r.fund of your ov.rpaymlnt.
21. Illino 10 il o,ooler Illon lino 19. enler Iho diffo,onco on line 21. lIlh i, Ihe TAX DUE.
A, Enler Ihe tnlerc,1 on Iho balunco duo on lino 21A.
B. [nler Ihe lolul of Line 21 UAt) 21A on lillI! 210. Thi' i, .he DAlANCE OUE.
Make Cheele Payabl. 10: R.ghl., 01 Will., Ag.nt
(211
(21AI
(210)
0.00
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under ptlnollio' of fl(!rjury. I dednrn 111011 ha...!! I!lnmined Ihi, ,,,Iuln. indudinl'J o{(oml'nnying ,dlpdul"l unci ,Iulcmen". nncllo Ihe he,' 01 my ~nowl(!cIUo nnd boliel.
il i, truo. catted unci {onlplr.l!! I cJedmc Ihul all ,cuI e,lull! hm becn '''llOrled 01 Ilue tnll'~cl ...ulue. Dr.dnralion of prepOfN alhe' IllUll Ihe I'""onul rep,olenlali...o h
b 011 informal ion of which prepmer lien C1ny ~nowlecJgr..
C:1U- 6, ~o'~-~ro~ 10111 . tU~'-"----Auuiil~f.'-Jolm-^~-.-i3IstfInc;nJi.-.-.----------- ---- "-
_,LL.'. -~l~ -1.~u_____2LGoo<.ly_Ci;\r_J(<.I.,_C_"r;.Lb'!l9.,. P^ 170LL_
Sl A I 01 ".f .Alii ~ I~I II uwrAI.lV ~ AIlUII~!t R be t R UI k ., q
)..;:1 l ...-II I, .. 0 r . ac, uS .
__~- _ ._i,\L -l----.-----J6 S.ll.:lnovcr-St. ,_Cilrlislc,..l'J'L17013_-_
I)AI( _d__..______
.11,!.A:k I
U ~ '
--"-166-1--
. -.
Lifc IIISIIJ':\lIcC SI:lICIIIl'1I1
llMII N.., 1~~~.lJCI22
E'I,ill.'\ 11.:m.9-1
I'non, 712
Utey, Novcmhcr 11)1)1)
Ikl'I'lmcnlnf Ihe TfU\UlY
IlllCII1.1I(uvrIlI1l~ S"fvit'll
"i"iirir-h. . -Us,...,.h:1l1 ~.: h;,ii;..~c1('rilTll;'I'ill,l\Vilh IJi,ii,;i1s':'-I,;S 1"1:;1"'1',,. Ih'II;'", I','lm 711/0)
-i'''i'j;:~~i:;lIl'\'lil~III'''IIIU fllHflllilllll" inilillf - 12 Ih. "Ic,,", I", ".",,; . I' 1""nll-lIl'" ~'" 1..1 \nlllll.Y """.1." . .,. <1 1)1I1U';,r;il~~II;--. u_
J,l'rl'chick lIi,lIillc (.1 ~,,"'''l 2112-211-2lXU. JIIIIC 17, 1')%
5 Namu Ilull,M,cn"r ill\u.;';:~.i~;ulIIll'll)' -.iOh-IIAillcn LilciilSiiram;c (:~.. . .__n_~' -- -- -.----- ---.
I'. 0, IIl1x 020270
Miami,l'IllIicla 33102-0270
f. Typuurlllllic)'
I'lexihle CUlllrihllliulI Alllllllly
8 Owner's 0111I0. Ir decedent is nul ..wner, 9 1>.le iuuctl
pletlo Illleh cnry ur Ivrliulinn.
May 30, 1990
12 Value (If Ihe pulicy Illhe
limo uf lui8nmcnl
13 Amllulll ur IlfCllliulII (~cc irnlrucliun,)
'/l'1I1ic)'IIU111I~r
40o\2988M
10 Auil\lllU'S n.mo. l'lu~c .lluh II n.tc usiglloo
(111')' lIf luiKnltlcnt.
14 N.llle uf hCllelidlries
Myra M. nisllinc
15
16
17
IS
19
20
21
22
23
2,\
25
26
Itaco .mnunl uf IlIlHe)'
Indemnily bcnelits
Atfditiunll instlnneo
Other bc:nelils
l'rir.c:ir.1 (,f 1m}' i:ulchh:tfm.:sslo 111:: I:Omrlll)' Ihr.1 is JClluClihlc ill t!c:::nnir.!ns net ilrnceetls
Interest on intfchlooncss (ilem 19) lCcrucd 111 d.lo uf dellh
Amounl of ICCUl1luIIIcd divillcllils .. ................ . .......,..............,...........
Amount of post-mortem dividends h........."...,. .".........."............,,,.....,..,......
Amount of returned rrcmium
Amount of rineccds r'Ylhlo in une sum
Vltuo of rrncceds.s of dllo of de.lh (if nnlll')'IMo in IIl1e sum) ........................ ....................-......
Policy provisions cunceming defened r.ymenls or inslllllllents.
\
\
\
\
\
\
.\
..... \
\
\
I
84 964 28
.
-
Nule:lf uthcr 111.n hlll1J1-!\IUn selllel1lcnl is .uthll,i,oo f.lr. sllrviving Slll,lUlC, Ille.se In.ell. CUllY lIf
the insunncc pulicy.
27 Amuunlnf insl.llmcnt"
2& 1l.le of hhlh. seA .ntl nlme "f '"y rcrStm lhe tlur.liulIlIf whus(llife m.y me.su,e Ihe nUlIlber uf l,aYl1lellls.
..................,............ ..............,.,...
....,............-..... ................."..
29 Amount .rrlied hy 1110 in..llrAnce cCllIlrlny's . single rremuim ,cpresenting Ihe rUlehue
orin!.111lmcnt heRerils .-.
30 nuis (mOlI.lily Ilhle .11I1 r.le uf illle'e~l) me.l II)' in"llrcr in v.luinK iR~t.lIl11ellt hClIcrils.
o No
31 Wu the insured Ihe .nnuillnl IIr hcndiciuy uf .IIY IlIlIuity eOlltllel issued hy Ihe enll1pllly1.... 0 Yes
32 Nlllles of complllies with which decedenl nniet! nther (1olieies .ntllmount uf such (1nlicics If lhis infunn.liul1 is t.li!.Clnscd lIy YUllr records.
The undcuiCllc.l uUicer "flhe .lll,l\'c'Il.H1cll iU\\lfllllCU CU:lII'AlIY hCll:hy ce'IHic:r Ihl!.lthis llt:'llClIlClIl sct~ fl'l:h IrllO cnd cnneel infIIWlf.lillll.
~4~
InslruclillnS
l'IJlCfWluk Itctlllclinn Act Nnlicc... We .\k fur the illfulIIllllillllUIl lhis
felfln In elfT)' nul the Inlcfllll Uevclluc IllWS nf Ihc Uniled SI.tcs.
You lie rC(luired In ~ive In the influlIIllinn, We IIce.1 il In el\\Ule
thai )'un lie eUlnl'lyin~ wilh IhCM: lAW" 1!Illln .1I1lW us In Ii",,"rc
Iml cnllccllhe ,i""hl .11I1111111 uf In.
llle tilllo IICCllelltlll'UllllllclC AlIIl file thi\ fllllll will YIlfY Ikl'Cllllill~
UIl illllivillu.1 du'ulII\IAllrC\. The ':\lillllltell.vcfA~c limc j\:
"'CIfII1
712
Itrcludkcellill)t
IX 11f\,. 2~ mill.
1',cjll.illKlhc (mill
IKllIin
If yuu have (uCIllllcnl\ cllnn:fIIillK 1111: Il.CIH.CY !If lllt\e timc
cslim'leI elr sUGRestinn, fllr mAking this fUlm IIIl1le simrlc, we ....,II,IM
he IlIrry h' hClf flllm fUll. YUlll'llI writc In 1II,IIh Ihe IUS IInll
CAI. Nil. Ifl17lJV
Tille
> Assist ani Vice Prcsidcnl I>.,o..r Conifo",i"n > 12/16/1996
Ihe OUice nf MlnaRcmcnl .nd Jlutlp,c1 II Ihe Illthes\es lisled in Iho
imtOlclimn nf Ihc 111I 'ellllll with which Ihi\ fmm is lile.l, IX)
NOT sClIlllhe IAlI (lIflllln eilhcr uf Ihe\o urlil"C', III\IC'II, ,elurn
illll Ihc ("celllnr nr 'Cl1fC!.Clltllive whn ,clllICrolCtl it.
St.Ilt'lIItnt of Ill\Urrr.- TIli.. s!.lcmcnIIllU\1 ho 1II11llc, (\11 hchalf uf Ihe
ill\Uflllll'O CIIlIlIIllllY thai i"uctllllc I'llli..y, h)' III u(firer Ilf the
'.1111I111111)' llnillK IH'l'C"\ Itllhc let'ulll, uf the nllllpllllY. I'm 111I1I1I,1\c" nf
thh ,,1.lell1cnl, a (lIl,..illlilu \iKllal1l1C llIay he II\cll illlil'lJ uf. 1lI1lulInl
sii~nahlle 11011 if u\l..I, ~h.1l he hillllilll~ 1" 111111111111 ~il~lIlllllIC.
StllOlrlollr Slulrlllrllh...^ "1'Jllllle ..hllcll,,'llllllll\llltllil,'11 (nr CAdi
l'nlil'Y.
J.lnt 1J.-1tcIIl,111 un line I) the anlluAII',cmilllll, 1I1111he eUlllulllivc
IlrcmiuIII In .llle of dCllh. If Ilnth ul.-cuneel .flcr Ihe elltl uf Ihe
Illcmillln 1\eli,II,I, 'CllI,lltlhe Inl IInllllAII"ClIIilllll.
---.------.----r;;;;;~712 (ltev.II~91)
21IlW2
l'lIhli\llrll II)' '1'1" MIIIl;IJ:rlllrllf lur., .. Suh\hti;lr)' uf '111r lIurrallllf NIoIIIIIII.lI ^((Olir~. Inr.
712.1
.'0.,. '112
LIPI lHSUlWfCI anUHlJrr
IOMII IIn, 1~tS.00221
, I
I
1
1
I
1
I
I
I
1
I
, 1
III HOlt.e ilsalgnedl
I I
I I
I 1
I
I
I
I
I
I
I
1
I
I
I
1
I
I
I
I
\
I
I
I
I
I
I
I
1 ~ II I
1"-1-,-,-.1-'-' I , I I , I I I
H-H-H-\-H-H-I I I I I I
H-H-H-H I I I 1 I I I I I
H-H-H-H-H-I-H I I I I
1__1._1_ 1__1_1.1 1_I_LI_I_l..-l-l-J-1
10;: II 1
1'1 -1-,'-1 I-I -'-.-'-'-1-,-.-,-,-1
1.1.1 I 1 ~I-I 1-1-1-1-1-1-1-1-1-1
I I I II ~ 1 1- I H -1-1-1-1-1-1-1
I 1"1" 1.1-1-1 "I-I-I-~-I-I-I-I-I-\
1__1_1_1_1_1_1_1_1_1_1_1_1-1-1-1-1
I ~ n I
,
rut
Drcrdent..Jnaun!tl ITa II" .'11('11 With l!nlll'll ~1.,tCII I:llf"tll T.ue Return, rOlm 111',)
,
nllm.Jot
I
,
!loll t! of (JeiTlth
Ilf'/l'I/'U.
,
"
I
I
1
,
Oeccdftnt'a flral ntlme tlnd mllt.llo Inltiol 12
J. fn!ltrlck I
I
()crf'lll'l\l'u lMll ,,,,mil
IlIlllltlllt
IlfH.'cllrnt'n t:odnl !lrl'lIrIIY
o
"ama ami ndilrrllll of lrIfJllr"ll~n compAny
Zudch Krm(lor Ltru Inluranee Co., Ollr l(,.mpur Ullvtl', I,lmg Urnv". II,
,
1"/
I
1
110
1
I
I
,,<
\
1
,
Myn' M. IIlutlllltl
tiOU4'J
l'ullllY 1l..",IWI
fK401jJ(j1
6
Kind of 11f,1 icy
^nnulty
,
I'
I
OJ/;!O/lI'J
0.11e ImUlCtt
^!II1I'Jllnr'O ",1m", 1llt"lfll! ,1',I,ll:1I
cupy lIJ 'llllIl'lllmclIl_.
8
Owner's na""'. If dl!ccdl!Mt Is not mlncr,
plCAD!! AttAch copy of nplIllcnt Ion
12
Valu" ot the policy at the
time of the assignment
,
111
I
I
,
~
BO,K!:.B.1I1
1I0111\e of h('nef Icl.1rles
Amount of premium
(pee instrucllollul
11/4
10
Face amount of polley
16
Indemnity benefits
~
.
~
o
17
Additional Insurance
18
Other benefits .
Interest.
.
.
114'1.4"
19
Principal of any Indebtedness to the comp.1ny deductible In dl!tcrminln~ lIet proceed!1
~
.
20
Intercst on Indebtedness litem 11)1 aCCr\.lell to date of death
~
n
21
Amount of accumulated dividends
~
o
22 Amount of post~mortcm dlvlllend9
2] hnounl or returned (Jft~mltlm
24 Mount of proceed!! I f payable In one 8um
20 Value of proceeds .1" or d.ltP. of ,lc.1th III nut Ildy.lhh. In OIU' utlm) ,
~
o
~
01
~
Bl,105.!:."
26
Polley
Not.1
provisions concerning d~ferred p...ymcnt~ or Inutallment9 . .
If other tlun lump-811m settlement 111 autllorlz:cd for .l survivi'l!J
attach... copy of t'le!' insur.lnc-, pol i,'y.
spouse. ple.l~'e
27
^mmml nf Illlllilllltll'lllll
2.
lJ.ll.e nl III II h, Ill!!!., .lIul 1l.lllll' III ,IllY 1"'1 fII'" lilt. Ihll.11 11111 III 10111'1:11' 1 i I" "..IV hll'.lIll1l.' 1111"
Ilumlll'r' flf p..V'nt'lIl11.
2"
^mUlllll "PIII lell IIY till! 11I!ltIl.lllf:l! Clll"l'.lllY ,Ill ., ullll)II' fl,,'mitllll 11'1111':11'"1111I1 II.., 1IIlIdl.lIlt.
of IIl9lallmcllt hCllI!l ilt!. . . ' . . . . . . . . . . . . . . . .
. . . . . . . . . .
JO oils19 lmortallty t.able ami rate 01 Int.) uDed hy ino'Jrer in \'alulnlj Irmti\tllTll'nt henL'fil.lI,
J1 Was the insured the annuitant or hencClcl.uy o( M1Y olTlIllltty COlltroU:t, i:J9ut!lI hy I III! eomlhlllY'! VI'" _x.. rlo
J2 "ames of companies with which decedent carried other potlclrn ,lIul oImcllll\l 01 tlllch pnlidt'f1 II Ihl:l in!lll'l!\."llio" io
disclosed by your records,
The ~ ~;"'~~~f 'li, ~il2e:n.~m~tl' i;l!l:lr.~II::l!' (..~m~il:1Y' h~r;~hy t."t!11. i r iell th.,t llllo Illillt'lnl'lIl. Ill!I!I' ':)I;,h. I.;'II:! .11ltl correct
loron tion.
Tltlp.l Cl,llm .:ll..,mllU!r Oolte or ('1~rtiflr.llitll\: ,'illllhII"Y 14. 11)'J"
I'l!tuln with which Ihin 'nun il'& I i"~.J
I nnt ruet nn!J
PapentOrk .duction Act lIotice. - WI! ,luk for Ihlll inlnrm.lt ion
to (.',111''1 out the IIllt.~lll.ll IhlVI'lIIlt' 1.lwtl u( thc Ihlilt.1! mill.IW,
We flL't'11 It tn l!lIfllln! th.IL 'lUll ,In! I'tl\lllllyillil wll h tlll'lIL' I,IWII ,11111
to oIlluw IIfJ to .tlJule .11111 n.lll!cl. tllu I- IJhl ,III1Uunt. ul l,lll. VUII
are required to IJlve Ult thlll !nlurmaLion.
The time needrd to campletf! ami file thlo form wi II vtlry clepctltlln'f
on Individual cireumstdllCtHI. Thl! !!sthn....tcll ilVt!I',UJI! Lime Is:
Statlllllllnt of tn.urer. ' Thlu 1I1.11"llll'lll Intl!l!. 1If' m.lll1! nn
hdhlll III lilt. U':JIlI.lII~l! l'IIII'p.IIlY willi'" Illtllu'll Llw policy,
by i111 ol(lct'r 01 tilt! eumll.IllY l',lVIIIII dt:l~t!SfJ In Lhe recol"lIa
n thl! l."OIIIIMUY. .'tll' 11II1-lllJ/lr.U uJ thts IIUIlt'menl, a
Id(~!Jlmllt' ~Iqlliltlll'e m.IY be 1I111'tl tll llt.'u o( .. lIIdllu"l sl~n.
dltltl: .lIld if uOt..'.I, !111<I 1 tll~ htrltllll~ .l!1 m.III1...1 tltlJllattlrlJ.
norarat_ Stat...ntll, . ^ !Il'p.II.II" 1lt,II"IIM'nl mlllll hu fl11.'11
'''I ......11 1",lll'Y.
.'ol-m
Ut!('lllllkt't'I'IIlf)
18 hnl. 25 mln,
1ll'L'll.lrlll'l 11.., flllm
1K min.
Lin. 11. . "hL' 11....mlllm tn b.. l.t'pOll-l'll nil Itnl' 11 nhou1l1
I>>I.! llle dlUlIMI rHemtllm, lint till! (:utllul.ll tVI.! pn'mlum to d.lte
of Ih:i1tll. If dl!dth oeellrl't!1I .,rlt~r thl! f'lllt 01 Lhe premlum
Ill!rlo.l. till!' liwt .Illllual pn:lllilllll uhoultl hI! 1t:1,oltetl.
712
It you hllve cOlMlf!nts concerning the ,lccur.1cy of rhin time e:ltim.1LI'
or sUlJgestions fOl' maklllll thin form more Oi"'j}l,., we woultl be h.1PPY
to hear from yOIl. YOIl can wdle lo IRS or tie OUice of H.m.l'Jt!mellt
_ud Uullqet at the i1thtrC!ust!9 I luted in the IlIllt ruct lono of lhe t.nl
;)--//3 -I
BUREAU OF INOIVIDUAL TAXES
INlllRI1AHCl UK DIVISION
DlPI. ~aDbOI
..A"RISBURe, III 11I;8-0bOl
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT DF REVENUE
NOTICE OF INIIERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
DATE
ESTATE DF
DATE DF DEATH
FILE NUHBER
COUNTY
ACN
1-
.:/'
04-21-97
BISTLINE
06-17-96
21 96-0536
CUHBERLAND
101
Anou"t Renltt.d
'~ .
~ ..~
....,. ',".
(,' i~~7iN~.\.
{olr J:->$';:i""l~.'
'1j0l'.",.,.'t.~
1I"lh'''''' Itlt'.
J
F
HAKE CHECK PAYABLE AND REHIT PAYHENT TO:
REGISTER OF WillS
CUHBERlAND CO CDURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PDRTIDN FOR YOUR RECDRDS .....
iIEv:i5'4i-Eif-iiiij'--fo'3:97Y-NoYicE--ciF-i-NHEiiiTANcE-YAx-APPRAisE"itf:N;--'--iiLi.-ciwA"ifcE-OR------------ -- ---
DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX
ESTATE OF BISTLINE J F FILE ND. 21 96-0536 ACN 101 DATE 04-21-97
TAX RETURN WAS. (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND
1. R..I Est.t. ISchedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held stock/PartnershIp Interest (Schedule C)
4. Hortg.ges/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hlsc. Personal Property CSchedule E)
6. Jointly Owned Property (Schedule F)
1. Transfers CSchedule G)
8. Total Assets
SUPPlEHENTAl
11)
(21
(3)
(4)
(5)
(&)
(7)
APPROVED DEDUCTIDNS AND EXEHPTIDNS:
9. Funeral Expens8s/Adn. Costs/Hise, Expenses (Schedule H) 191
10. D.bts/Ho~tgage Liabilities/Liens (Schedul. I) 110)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Ch.~itable/Gove~nn.nt.l aequasts ISchedule J)
14. Net Value of Estat. Subject to Tax
NOTE:
TAX CREDITS:
PAYHENT
DATE
02-13-97
RECEIPT
NUMBER
AA185171
DISCOUNT (.)
INTEREST/PEN PAID (-)
,00
CIIANGED
RETURN ND. 01
.00 NOTE: To insu~e p~op.~
50.000. 00 c~ed1t to you~ account,
.00 subnit the uppe~ po~Uon
.00 of this fo~n with you~
370.45 to. p.y~.nt.
.00
173,693.11
(B)
11 ,884.05
81,65
(11 )
112)
(13)
114)
205.074.57 X ,00=
.00 X ,06=
7.023,29 x. 15=
1161
AMOUNT PAID
1.053.49
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
If an assessment was issued previOUSly, lines 14, IS and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessBd to date.
ASSESSHENT DF TAX:
15. Anount of LIn. 14 .t Spousal ~.t. 115)
16. Anount of Line 14 taxable .t line.l/Cl.ss A ~ate 11&1
17. Anount of Line 14 taxable at Collat.~.l/Class a ~.t. 1171
18. PrIncipal Tax Du.
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
224,063.56
11.%G 70
212,097.86
.00
212,097.86
will
,00
,00
1.053.49
1.053,49
1.053.49
.00
.00
.00
IF TOTAL DUE IS LESS TIIAN Sl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TillS FORM FOR INSTRUCTIONS,)
I..
lJ,'
N
I'J
r....-;
~ :.:
c..:
e:..,
:~ j
0tj
RESERVATIONI E.tat., of d.ced.nll dying on or bafor. Dac..b.r 12. 198Z _& if any future Inter.st In the I' tat. I. transf.rred
In POI....lon or .nJoy..nt to Clas. B (colI8t.ral) ban,'lclari.. of 'hI d.c.d.nt .ft.r the ..plratlon of any ..tat. for
11ft or for y..r., the Co..onv..lth hateby ..pra..ly t...tv.. the right to appraise and 8....1 tranl'.r Inharltance Ta...
at tha lawful ct... B (calla'.ral1 rat. on any such future Int.r..t.
PURPOSE OF
NOTICE:
To fulfill the r.qulr...nt. of Section ZI~D 0' the Inheritance and (sta" ta. Act, Act ZI af 1995. (72 P.S.
S.ctlon 9140),
PAVHENT;
aatach thl top portion of thl. Notice and sub.lt with your pay..nt to the Alglstar of Will. printed on the t.v.r.. ,Id..
--Hak. ChIck at laney order payabla tOI REGISTER OF MILLS, AGENT
REFUND eCA):
A r.fund of a taw cr.dlt, which wa. not requ..ted on the Ta. R.turn, .ay b. r.qu..ted by co.pl.tlng an "Application
for A.fund of P.nn.ylvanla Inherltanc. and E.tat. T.." (REV~IJtJ). Application. ar. avallabl. at the Office
of the A.gl.ter of Will., any of the ZJ R.venu. Ol.trlct offlc.., or by calling the sPlclal Z~~hour
an.werlng ..rvlc. nu.b.r. for for.s ordering: In Pennsylvania 1-800'J&2-20~O, outsld. Pennsylvania and
within local Harrl.burg ar.a (717) 787-809~, TDOI 1717l 71Z-Z25Z CHaarlng I.palr.d Only).
OBJECTIONS:
Any party In Int.r..t "at satisfl.d with the appral....nt, allowanc. or dlsallowanc. af d.ductions, or .ss.ss..nt
0' ta. (InclUding discount or interest) as IhoMn an thl. Notlc. lust Object within sl.ty 1601 day. of r.c.lpt of
this Notice by:
.-writt.n protest to the PA nep.rt.ent of A.v.nu., Bo.rd 0' Appeals, napt. 211021, Harrisburg, PA
...I.ction to have the ..tt.r d.ter.ln.d .t .udit 0' the .ccount of the p.rlonal representative,
--app..l to the Orphan.' Court.
1712a~10Z1,
OR
OR
AOKIN
ISTAATlVE
CORRECTIONS:
r.ctu.1 .rrar. discovered on this .ssess.,nt .hould b. .ddressed In writing to: PA Depart..nt of R.venue,
Bur.au of Individual T..es, ATTN: Post Als.....nt R.vlew Unit, D.pt. 110601, H.rrisburg, PA 17t21~06DI
Phon. 17111 711~650S. Se. page 5 of the bookl.t "Instructions for Inh.rltanc. Ta. R.turn for a R..ldent
O.c.d.nt" IREY-ISOI) 'or .n e.planatlon of adalnl.tratlvely corr.ct.bl. errors.
DISCOUNT:
If .ny t.. dul Is paid within thr.. eJI cal.ndar eonths aft.r the dec.dent', d.ath, a five p.rcent (5~) dl.count of
the taw p.ld I. allow.d.
P[NALTY:
Th. IS~ t.. .~..ty non~partlcipation pen.lty Is co.put.d on tha total of the t.. and Inter.st .......d, and not
paid b.for. J.nu.ry II, 1996, the flr.t day .ft.r the .nd of the taw a.n..ty p.rlod. Thll non'partlclpatlon
pan.lty Is .pp..labl. In the .... .ann.r and In the the .... tla. plrlod as you would .pp..1 the taw and Int.r..t
th.t h.' be.n .l.....d a. Indlc.t.d on this notlc..
INTEREST:
Int.r..t I. ch.rg.d b.glnnlng with flr.t d.y of d.llnqu.ncy, or nln. (9) aonth. .nd on. (11 d.y froa the d.t. of
d..th, to the data of p.y.ent. l.... which bee a.. d.llnquent b.fore January I, 1912 b.ar Int.re.t at the rat. of
.1. 16~) percent plr annul calculated at a dally rate 0' .000I6~. All ta... which b.ca.. d.llnqulnt on and .ft.r
J.nuary I, 1911 will baar Inter..t at a r.te which will vary fro. cal.ndar y.ar ta cal.ndar ye.r with th.t rata
.nnounc.d by the PA Depart.ent of R.v.nu.. Ih. applicable Int.re.t rat.. for 1912 through 1997 ara:
!!!! Interllt "At. DAily Interest rile tor !!!! Inter.st ""t. Dally Interest Factor
19112 2U .000541 1917 .. .000247
1911 16% .OOO~JI 19116~1991 1l~ .OOOJat
1914 III .000JOI 1992 .~ .DOOl47
1985 U~ .000356 199J-1994 n .000192
19116 lU .0OOZ7~ 1995-1991 9% .000247
--Int.rut Is calculated .. follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d .ft.r the ta. b.co.., d.llnqu.nt Mill r.fl.ct an Int.r.st calculation to flft..n IISl day,
b.yond the data of the a.s.,s..nt. If pay..nt I. 'Ad. aft.r the Inter.st eo.put.tlon data shown an th.
Notlc., addltlon.1 Int.r'lt .ust b. calculat.d.
!5-I/:{ I
BUREAU OF INOI~OUAL TAXES
tNHEAITlHC[ TAX DIVISION
(){Pl. 2801>>01
UAARI5BURC. Pi 1111a-ObOl
i~j~,
COHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NDTICE DF DETERHINATIDN AND
ASSESSHENT DF PENNSYLVANIA
ESTATE TAX BASED DN FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE DF DEATH
FILE NUHBER
CDUNTY
ACN
..
lit." II ." III-III
01,-28-97
BISTlItlE
06-17-96
21 96-0536
CUMBERLAND
201
RDBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
-]
AMount ReMitt.d
J
F
HAKE CHECK PAYABLE AND REHIT PAYMENT TO:
REGISTER OF WIllS
CUHBERlAND CO COURT HOUSE
CARLISLE. PA 17013
HOTEl To insure proper credit to your account, subnit the upper portion of this forn with your tax payn.nt.
CUT ALONG THIS LINE ~ RETAIN LDWER PORTION FOR YDUR FILES ~
R-iv:4Sii-EX--AFP--C03:-97j-----.-.-NCificif-OF--CETifRHiiiATio-N-Aiic-ASlSESSlHENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF BISTLINE
J
F FILE ND.21 96-0536
ESTATE TAX DETERMINATION
ACN 201
1, Credit For State Death Taxes as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
1,053.49
3. Inheritance Tax Assessed by Dther States
or Territaries of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
TAX CREDITS:
PAYHENT
DATE
or}
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMDUNT PAID
RECEIPT
NUHBER
~
DATE 04-28-97
.00
1,053.49
.00
TDTAL TAX CREDIT .00
BALANCE DF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .OD
olF PAID AFTER THIS DATE. SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAH II. NO PAYHENT IS REQUIRED
FOR CALCULATION OF AOOITlONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
"
PURPOSE Of
NOTlCE I
To fulfill t~ raqulr...nts of Sactlon 2145 (bJ of the Inh.rltanca and E.tat. Ta. Act, Act 21 of 1'9S.
(72 P.S. Section 9145),
PAYMENT I
a.tach the tap portion of thl. Hotlca end ,Ub.lt with your pay..nt to the Aegl.t.r of Willi prlntad on th.
rlv.r.. lid..
u "eke chack or AMY order payable tal REGISTER OF MILLS I AGENT.
REF\IID (CA) I
A r.fund of at.. cradlt ..y ba r.qua.tad by coaplatlng an "Application for R.fund of Plnn,vlvanla
Inherlt~. end E.t.t. Tax" (REV.1]1]). Appllcatlanl .r. avallabl. at the 0"lc8 0' the Raal.t.t of Will.,
any of the ZS Revenue DI.trlct O"lc.. or 'ro. the O.p,rt..nt'l Z4-hour enlwarlng ..tvle. nu-b.r. 'Dr far.. ordering I
In penn.vlvanla l-100-]6Z-Z050, out.lda Pann,ylvanla and within local Harrl.burg .t.. (117) 7.1-8094,
TOOl (711) 77Z-ltsZ (HearIng r.p.lred Only).
aBJECTIOHS~ Any party In Intar..t not .atl.flad with the ...al.aent of t.. .. .hown on thl. notlc. ..y obJ.ct within
.I.ty (60) d.y. of racalpt of thl. Natlc. bYI
--written prat..t ta the PA a.p.rt..nt of Rav.nu., Bo.rd of App..I., D.pt. 211021, H.rrl.burg. PA 11121-1021, OR
--alectlng to have the ..tt.r d.t.r.ln.d .t audit of the p.r.an.l r.pr..ent.tlv.. OR
--appaal to the Orphan.' Court.
ADMIN-
ISTRATIVE
CDRRECTIOHS~ Feetu.l .rror. dl.cav.r.d on thl. .......ent .hould b. .ddr....d In writing tal PA Dep.rt..nt of R.venue.
lur.eu of Indlvldu.l Ta..., ATTN1 Pa.t A.s.s...nt R.vl.w unit. O.pt. 210601. H.rrl.burg, PA 11121-0601,
Phone (117) 111-6505. Saa p.ga 5 of the bookl.t "In.tructlon. far Inh.rltanc. Ta. R.turn for a R..ld.nt
Decedent" (REV-1501) far an .xplan.tlon of &dalnlatratlv.ly corr.ctabl. .rrar..
PENALTV~
The 15% t.x -.na.ty non~p.rtlclp.tlon penaltv la ca.put.d on the total of the tax and Intar..t ....ll.d. and not
paid b.for. Janu.ry 11. 1996, the flr.t day aft.r the .nd of the t.x aan..ty p.rlad. thl. non~p.rtlclpatlan
penaltv I. app.alabl. In the .... .anner and In the the .... tl.. p.rlod aa you would .ppeal the t.x and Int.r..t
that haa bean .....l.d .. Indlcat.d on thl. notlc..
INTEREST I
Far d.te. of d..th on or .ft.r 10-]~91, Penn.vlvanl. E.t.t. t.. ba..d on the F.d.r.1 E.tat. tax
raturn b.eoa.. d.llnqu.nt .t the .xplratlon af nln. (09) aantha fru. tha data of d.ath.
Far d.t.. of da.th prIor ta 10-]-91. Pannlylvanla Est.te Tax bal.d on tha Fad.ral E.tat. tax r.turn
b.caaaa delinquent at the a.plratlon of .Ight..n (II) .onth. fro. the d.t. of death.
Tax.. which bee... d.llnqu.nt b.fore Janu.rv 1, 1912 baer Int.r.lt at tha rat. of .1. (6X) p.rc.nt p.r annul
c.lculat.d .t a dellv r.ta af .000164. All tax.. which b.c... d.llnquent on or .ft.r Janu.ry 1, 1912 will b..r
Int.r..t .t a r.t. which will vary fra. cal.ndar y.ar to cal.ndar y.ar with that rata announc.d by the PA
D.partaant of R.v.~. Tha appllc.bl. Int.ra.t r.t.. for 191Z through 1991 .r.~
V..r Int.r..t Rat. Dallw Int.r..t Fectar V.e,. Inter..t R.te Dallw Int.r..t F.ctar
1911 lOX .DD0541 1981 'X .ODDZ47
I91S 16X .00001 1911-1991 11% .0DDlDl
1914 11% .000301 199Z .X .000247
1915 IS% .000356 199]-1994 7% .00019Z
1916 lOX .000214 1995-1991 'X .000Z41
ulntar..t I. calculat.d a. follaw'l
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--Anv Notlca I..ued .ft.r the tax b.ca... d.llnquent will r.fl.ct an Int.re.t calculation to flft.en (IS) d.ws
b.vond thl data of the .......ant. If p.pant 11 aad. .ft.,. the Int.r..t caaput.t1an etata lhown an the
Hotlc., additional Int.ra.t au.t ba calculatad.
15- II} ./
BUREAU OF INDIVIDUAL TAXES
INtllRIfANC[ fAil DlVISICH
DEP1. Z80flOl
HARRISBURC, PA 11lZ8'ObOI
ROBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
CDMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE DF DETERMINATION AND
ASSESSMENT DF PENNSYLVANIA
ESTATE TAX BASED DN FEDERAL
CLDSING LETTER
DATE
ESTATE DF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
~.~'
~(},
~~. .
,
l, ,~
1,,-111'1'" III.'"
09-22-97
BISTlINE
06-17-96
21 96-0536
CUMBERLAtlD
202
J F
Allount R."U t.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTE: To insure proper credit to your account, sub,,!! the upper portion of this forn with your tax paynent.
CUT ALONG THIS LINE ... RETAIN LDWER PORTIDN FOR YOUR FILES ~
Rifv:7jj;-EX--AFP--ioj~-97j-----.-.-Niificif-OF--DETifRHiN-Aiib-N-Aiio-ASlSESSlHENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED DN FEDERAL CLDSING LETTER II
ESTATE OF BISTLINE
J
F FILE NO.21 96-0536
ESTATE TAX DETERMINATION
ACN 202
DATE D9-22-97
1.
Credit For Stete Death Taxes as Verified
2,
Pennsylvanie Inheritence Tax Assessed
(Excluding Discount and/or Interest)
1,053.49
3.
Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discaunt and/or Interest)
.00
4.
Total Inheritance Tax Assessed
1.053.49
5,
Pennsylvania Estate Tax Due
6.
Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
7.
Additional Pennsylvania Estate Tax Due
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST/PEN PAID (-)
I
AMDUNT PAID
RECEIPT
NUMBER
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TDTAL DUE I .00
_IF PAID AFTER THIS DATE. SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS,)
.00
.00
.00
.00
.jl
j-
i
PURPOSE OF
NOTlCEI
To fulfill the,r.qulr'lan,. of S.ctlon ZI~5 ebl of the Inhlrltanc. .nd E.t.t. T.. Act, Act 21 of 1995. e72 P.S.
SKUon 91"'S). .:") (~
PAYKfNTI
O.t.ch the top portion of thl. Natlcl end .ub.lt with your p'Y'lnt to thl R.gl.t.r of Will. prlntld on thl
rlVlr.. .Idl.
n ".k. chick or .onlY ardlr ply.ble tal REGISTER OF HILLS, ADENT.
REFUND eCR) I
A r.fund of . t.. cr.dlt ..y b. r.qu..t.d by co.pl.tlng an "Appllc.tlon for R.fund 0' P.nn.ylvanla
Inh.rltanca .nd E.tat. T.." CREV-1313). Application. ar. av.ll.bl. .t the Offlc. of the R.gl.t.r of Willi,
any a' thl 23 R.v.nue District OfficII ar fro. the O.p.rt..nt'l Z~-hour .n.werlng ..rvlcl nueb.rs 'or 'or.. ard.rlngl
In Pennlylvanl. l-100-362~20S0, autllde P.nn.ylvanl. and within local H.rrllburg ar.. (717) 717-10'''',
TOO' (717) 772-2252 (H.arlng l.p.lr.d Only).
OIJECTIOHSI
Any party In Int.r..t not ..tl.,I.d with the .....l..nt of ta. I' .hown on thl. notlc. ..y obJ.ct wIthin
.I.ty (60) d.y. of r.calPt of thl. Hotlc. bYI
--wrltt.n pratllt to the PA D.p.rt..nt of Rav.nu., la.rd of App..I., a.pt. Za1021, H.rrl.burg, PA 17IZI-1021, OR
"'I.ctlng to have the .att.r d.tlr.ln.d at audit of the p.r.onal r.pr.untaUv., OR
--app..1 to the Orphan.' Court
ADttIN-
ISTRATlVE
CORRECTIOHSI rectu'l .rror. dllcov.r.d on thl. ........nt .hauld b. .ddr....d In writIng tal PA D.p.rt..nt 0' R.v.nu.,
Bur.au of Individual T...., ATTNI Pa.t Al......nt R.vl.w Unit, a.pt. Z10601, Harrl.burg, PA 1712'-0601,
Phon. (717) 7'7-6505. S.. pag. S of the bookl.t "In.tructlon. far Inh.rlt.nc. Ta. A.turn 'or. R..ldent
O.c.dent" IREV-IS01) for .n .xplan.tlon of ad.lnl.tratlv.ly carr.ctabl. .rrarl.
PENALTY,
Thl ISX tax aan..ty non~partlclpltlan plnalty I. co.put.d on the tat.1 of the t.. and Int.r..t .l.....d, and not
p.ld b.far. Janu.ry II, 19'6, tha flrlt day aft.r tha and a' tha t.. .an..ty p.rlad. Thl. nan~p'rtlelpltlon
p.nalty I. app.alable In the .... .ann.r and In the the I... tl.. p.rlod .. YOU would app.al the t.. .nd lnt.r'lt
that ha. b..n .11.1..d I' Indle.t.d an thl. notlc..
INTERESTI
Addition.. P.nn.ylvanl. E.tlt. Tax .......d .. a r.lult of . Chang. on the r.d.ral E.t.ta Ta. ela.lng
l.tt.r b.ca... d.llnqu.nt at the .xplr.tlon of on. II) .onth fro. the date 'h. final notlc. of 'h. Incr....
In F.dlral E.tat. T.. I. rlc.lv.d.
J.... which b.c... d'llnqu.nt b.far. J.nu.ry I, 1'12 b..r Int.r..t .t the rat. of .1. 16~) p.rc.nt p.r annu.
e.lcul.t.d at . dally rale of .00016".. All t.... which b.ca.. d'llnqu.nt an ar aft.r J.nuary 1, 1'12 will b..r
Int.r..t at . r.t. which will vary fro. cal.ndar y.ar '0 calendar YI.r wl'h th.' r.t. announc.d by the PA
D.p.rt..nt of R.v.nul. Th. .ppllcabl. In'.r..t ra'.. for 1'12 through 1'97 .r'l
V.ar In'er..t Rata O.lh In'.r..t Factor V..r Int.relt R.t. O.lly Inter..t Factor
1912 ZU .OOOSU 1917 O~ .0002U
1915 16% .000lt31 1911I"1991 Il~ .DDUD1
191". Il~ .OOUOI .9" O~ .000llt7
IOU 1S~ .000356 1"3-199'" n .000192
1916 IU .00027". 1995-1997 O~ .OO02U
"In'ar..t It ulculat.d .. followtl
INTEREST a BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlc. I..u.d .f'.r the ta. b.caa.. dlllnqu.n' will r.fl.ct .n In'.r..' cllcul.tlon to fl't..n (15) d.y.
blyand the d.t. of the .l..ll..n'. If p.y..nt II ..d. .ft.r 'he Int.r'lt co.pu'.tlon d.t. lhown on the
Hat Ie., addltlon.l Int.r..t ~.t be c.lcul.t.d.
STATUS REPORT UNDER RULE 6.12
Name of Decedent J, Fredrick Bislline
Date of DeBth: 6/17/96
Will No. 21-96-0536
Admin. No,
Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to com pIe lion of the adminislralion of the above-captioned estate:
I. Stale whether administrBlion of the eslale is complele:
Yes XX No
2. If the answer is NO, stale when the personal represenlalive reasonBbly
believes that the administration will be complele:
3. If the answer 10 No, I is Yes, state the following:
a, Did the personal represenlative file a final account wilh the Court?
Yes No XX
b. The separale Orphans' Court No. (if any) for the personal
represenlative's account is:
c. Did the personal representative slate an account infonnally to the
parties in inlerest? Yes XX No
d. Copies of receipts, releases, joinders and approvals of fonnal or
infonnal accounls may be filed with the Clerk of the Orphans' Court
and may be attached 10 this report.
Date: SeDlember : ~. 1997
~~3f~{{'~
Robe R. lack, Esquire
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 243-3727
CBpacity: _ Personal Representalive
X Counsel for Personal Representative
,",,-.;.
~V