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PETITION FOR PRODA 1'1<: and GRANT (W LETTERS
Estate of ,..._..,J"U,z L\:t1cll,.il:, _)l~'J!I..:'.:. No, __.,,~Ln~p '1_?:.~_,___
also kn~wn as --Mauc,_l.__Ii,y. b ill',. ' ,Mild " To:
l1yh"C'..--&,-I~...Mal:,.i"ml,yh,,"",.--. Register of Wills for the
_ ._..__" -n-><' Deceased. County of .-5:ul1\bc'.!::.] iln....sL in the
Sc,c/al Security No, 2 R 2.. 24-", ')L____ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents thai:
Your petitioner(s), who>l~are 18 years of age or older an the execuLgX-"--._, named
in the last wlll of the above decedent, dated .....J)Oc;Q.1]..l)Ct'...J>,L....l.2..2..(i_~,__, 19-__
~X.mlltli>><~ _,....___"......____ "'___ ,..,__",_..__.mn'___'
_._---_._~----'"._---~_._.._--_....-------'--._----------.
(~lalc rc:lrVi\nl ~'ir'III1l~lanl'l;''', C.g. rrntllldillioll, death of CXCl'utOf, ctc,)
Decedt'nt was domi,ilt-d HI dCllth in .J;..\!mbe rIa nd __,___, County, Pennsylvania, with
h_,~.L...._ last family or principal residence at .,,_.521LNOJ:tlL.Eiti St rC'pt .
Car]is'le. PA 17011
llist strt'l'l, llllmbN, TWfl. or Born,1
De,-ed~nt. Ihcn r6_9",_,- )'ears of age. died Deccmb.er 25 , , 19-2.6~,
at ':>20 Nort" Plt!:_ Str0etL.J::,Slrl:lsle~LL170J3 .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after ex.cution of the will offered for probate; was not the I'lctil1\ of a killing and was never adjudicated
incompetent: N I A ,....__..____.._
Decedent at death oWlled properlY wilh e,qimate(j I'alues as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled ill Pa,) Personal property in Pennsylvania $
(If not domiciled in Pa,) Personal property in County $
Value of real estate in Pennsylvania $,
situated as follows: 520 North P,itt Street. Carl isle.
3,000.00
60,000,00
PA .1 7013
WHEREFORE, petitioner(s) respectfully reguest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testamentarYl admlni~tratjon C,l.a.; admlnlslralion d.b,n.c,t.a.)
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6]7 North Hanover st., Carlisle, PA
17013
]485 MElrigo.lcLDrivAr T.l1fl1yette, CO
80026
OATH OF PERSONAL REPRESENTATIVE
CO~M()NW~;AL~~-l OF~ENNS\'LVANIA }' 88
COt NT\' Of ._;wnhLI.Lan,d._____
',tIj'.;
The petiiiont'r(sl above-named s"'car(s) or affirm(s) that the statements in the foregoing petition are
true and ,orre~tt,) thc best of the knowledge and b,\'li~f of petitioner(s) and that as personal represen-
tative(s) of Ih..' abO\:e dececJcl1\ pefilione,r(s) will w9~1 ft t'(IY}ldm(7 the estate according to law.
Sworn 10 L'f alllr,'lle2;:., and .SUbsc.r fbed iIi, n-tm:"C';--TIyb, :vb- '. .',' !::'
b~re me th" .__~"".._... '..' day of __......_.....,~_~___,____..~
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';I..l'fJ'.... "I!.Jf<i'(!./J~ ,jL,~hI,._..._.',,:':._:.r(.nQe__.._,__ !
'./ !/ 1"Il/,tv R('~iS/er ..".......__",____...___..._,_ ~
No.
;11-1);-.1 ?
Estate of LIZZIE ~lAI(JE BYIH:E A/K/A ~IAIlIE I.. BYBEE
MARl I': BYBEI': AND I, MAil I E BYIH:E
, Deceased
DECREE OF PRODA TE AND GRANT OF LETTERS
AND NOW ,JANlIAIlY 7 19..2..L...., in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated DECEMBEIl 6. 1996
described therein be admitted to probate and filed of record as the last will of LIZZ I E MAR IE BYBEE A/K( A
MARIE L. BYBEE, MARIE BYBEE AND L. MARIE BYREE
and Letters TESTAMENTARY
are hereby granted to
JOHN C. BYBEE AND DONNA S. SPENCE
lfl~kL.0..~1 (f (j ./)C,yJi7iA-
() R'S{'tcr 01 Wills . f.j)i'#Li1~_~
FEES
Probate, Letters, Etc, '.,....,. $ 115.00
Short Certlficates(4 ) , , , . , , . . ,,$ 12.00
Ilt~dtW .IPq:'!l.A ,~N.i,F,9., $ 6.00
,J CP $ 5.00
TOTAL _ $ 138.00
Flied ..~f.lN1JA1n..7,., 19,9.7."""""",,,
EDHARD W. li~~KEP.. __~3QUIF.E 06362
ATIORNI:Y (Sup, Ct. 1.0, No,)
ONE WEST HIGH STREET, CARLISLE, PA 17013
ADDRESS
717-243-1083
PHONE
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CALLED ATTORNEY JANUARY 7, 1997
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21-97-12
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CERTIFICATION OF NOTTCE UNDER RULE 5,6(11)
Name of Decedent:
Date of Death:
Lizzie Marie Bybee, a!k!a Marie L. Bybee,
Marie Bybee, and L. Marle Bybee
December 25, '1996
~1.<1<1<XM. PA F'ile No. 2197-0012 Admin. No. 1997-00012
To the Regisler:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the (ollowing beneficiaries of the above-captioned estate on
january 13, 1997
Name
See Exhibit A, attached hereto.
Address
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except None
Date: January 13, 1997
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Harker, Esquire
AddreS3 One West High Street
Carlisle, PA 17013
Telephone~243-1083
Capacity:
Personal Representative
x
Counsel for personal
['epresenta t i ve
e
~
EDWARD W. HARI<'ER
ATTORNEY AT LAW
PHONE (7171 243,1OH3
FAX (7171 243-2595
DAILY 8:30 ' 4:30
eveNING HOURS
BY APPOINTMENT
FARMERS TRUST BUILDING
ONE \NEST HIGH STREET
CARLISLE, PENNA, 17013
January 13, 1997
cledia M. Bybee
310 East 16th Street
Apartment 4
seymour, IN 47274
Robert D. Elybee
8B Green Valley Apts
parinago Bauang
La Union, Philippines
Bobby Jean Castner
Hel Box 92 Jacks HolloW Road
vawincke1, PA 16260
Richard D. Bybee
520 North Pitt Street
carlisle, PA 17013
Kathy Bybee Hartzell
271 Skyline Drive
Carlisle, PA 17013
Brenda K. Sledgen
18 walnut Street
Carlisle, PA 17013
Sandra D. Bybee
349 East MeadoW Drive
Meehan i.csburg, 'PA 17055
RE: Estate of Lizzie Marie Bybee
John C. Bybee and Donna S. Spence, ExecutorS
Please be advised that this office represents John C. By~ee,
617 North Hanover Street, Carlisle, pennsylvania (717)245-0252
and Donna S. spence, 1485 Marigold Drive, Lafayette, CO 80026
(303)661-9526. Mr. Bybee and Mrs. spence were recently appointed
Executors in the Estate of Lizzie Marie Bybee in accordance with
a copy of the enclosed certificate issued by the cumberland
County Register of Wills Office.
Dear Heirs:
Mrs. Bybee passed away on December 25, 1996, at 520 North
pitt street, carlisle, cumberland county, pennsylvania, leaving a
last Will and Testament dated December 6, 1996, a copy of which
is also enclosed.
Should you have any questions concerning the estate please
feel free to direct them to this office for such response as is
appropriate.
_~,"U;(~~
Edwa~~. Harker
EWH:mr
Enclosure
cc: Donna S. Spence
John C. Bybee
Exhibi t "A"
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONwtAITH Ofl'''<N5YlVANIA (TO BE FILED IN DUPLICATE ::\, \
Df!'A~lMlH' Of R~VlNUE S ' ;(
HA,,,,RJ[U~''I'!\''0601 WITH REGISTER OF WILL) COUNTY CODE_ 97 , ..YEAR o (:(J] 41UMBER
;;::;--:.- -- Df"ClT;/rJfSNM\TTrA5T, fIR5T, AND MIDDlE IHmAIl------~- -------]DR(Dlm.5COMPlEH ADDRESS
ffi Bybee, I~137-,~e._MClri_e,. . C,i(J North pitt Street
fa 50(I^-l !.1(uRIT~ NUMBER [DAH Of DEAHl ]UATf OF 81RTH l' 1 r ] 70] 3
u CElr ] s C, )^
W
_ Q 282-24,-9)9..7...... ...,JY)..~_n6..J] I.1.Q/U ,_ Co""'rC"l!r!l).~L] El.D.cL_.. ----------,--
~ x.X L Originol Return [] 2. Supplemental Relurrl [] 3. Remainder Return
..:!: '" (lor dalo. of death prior 10 12.13.B21
trl~~ r ) <1. Limited EstatE! [lAo. Future Inlerest Compromiso 05. F19deral Estate Tax
:00 (for dale. of death aher 12.12.B21 Return Requirod
U ~ ~ i 6, D{,eodent Diod T Astolo Ll 7, Decedent MaintaIned a living T rusl _ 8. T otol Number of Safe Deposit 8"xe$
<( (Allach copy of Willi IAllach copy of TrulII
ALl CORRE'SPO-NDENCE AND -CONFIDENTIAL TAX INFORMATIONSHOULDBE DIRECTED TOI -
~ ~ "AM' - ----,---- ----..----..-~M m MAILING ADDRESS':"' ..
g: ~ ~ohn. c:.:__n.~:!m__ __. _...._ __ ____un C6171~o]rth IpiaAnO] v7eOor] 3Street
o Z TElfPIIOul NUMB(R a r 1 s e,
uo
__"-___ c}} 7~U~_~.-:: 0 2~L"=~===_ . _ =-=
I. Rool Ella'e (Schedule AI I 11 _ 62 L2 23 . 55 ,---__
2, Slo,k, and Bond. ISchedule BI ( 21________.._____
3, Clololy Held StocklPorlnOflhlp Inlerell (Schedule C) (31,_____.
4, Mnrlgage. and Nole' ReceivablelSchedule 01 I 41..--
5, COIh, Bonk Depo.ill & Mi.collaneou. Pe"anol Property( 5)... 3 r 803 . 47
(Schedule EI
6, Jolnlly Owned Property ISchedule PI
7, Tronslo" (Schedule GllSchedule LI
B, Tolal Grall A"ell (total line. PI
9, Funerai Expense., Adminiurative Co.lI, MilCelloneoul I 91 13, ~,54. 00,
Expenle. ISchedule HI
10, Debll, Morlgoge Liobilili.., Liens (Schedule II
11. Tolol Oeduc1lons Ilotollln.. 9 & 101
12, Nol Value of Estalelline B minu.line 111
13, Charitable and Governmental Bequosts ISchedule Jl
____.___ ~l_~.._~_:~~.:'.lu(> Subi~~ to T~l!~~.~mlnus IIn~~L_._
15, Amount of line 14 loxoble at 6% rate
(include value. I,om Schedule K or Schedule M,I
16, Amoun! of line 14 taxable at 15% rote
(Indudo valves from Schlldule K or Schedule M,l
17, PrincirollClx duo IAdd tox from line 15 and from line 16.)
18. Cr(Jdi'~ Spousal Poverty (redil Prior Payments
l
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'OR DATISO. DIATH AnlA 12/31/91 CHICK 111R1
If A SPOUSAL "
POVIATT CRIDIT 15 CLAIM!D_l), ,.."
fill NUMBlR
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(71
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65.827.02
(101
33,921.28
(111 _~2.r..6 7 5 :3.~__.._,_
112) _-1JL,15L...7_L___._
(13) ___________
(14), 18.151.74
X ,06 '" 1 , 0 8 9 , 1 0
(151_i8_t-l51.74
(16!_.__,.___.______,_X .15 '"
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(171
1 ,0 8 9 , 10
Dhr.ounl
Interest
-0-
(IBI ,_,..,____.-'____, ..___"
(191 ----------..-.--.
+
+,--
1Q, !llinn 18 is groolor thon line 17, enter tho difference on line 19, This Is the OVERPAYMENT.
~;:)
70 II linn 17 is greater thon line 18, enter the difference on line 20. This Is the TAX DUE.
^' ffllor tho inlero$l on Iho balance duo on line 20A.
Check 'hero if you ore' que.ting a refund of your ovorpavment.
120) _,,__1.1,_08 9 .1-,0..._ "."
(20AI ,____,__,:-_Q=__,_.
120B)__..1,,0.89.10
B tntlH the 10101 of line 20 and 20A on line 20B, This is Ihn BALANCE DUE.
Mah Chock P~Vitb.le t~: Register of~~III"~98nt..
--.--...---.-......- .... BE SURE TO ANSWER'ALL'QUESTIONS ON RE\iERsEsjD~E-==AND TO-RECHECK MATH'..=='===~:':~=~-_-:"::::'~'-
'U;;-d;- 'p; ";i~-\--;i'ri~;rlr}',' I--rr ,--_.. -~Ii.lld~.o- a-~-(;~i;~'~I"ih'i';-~~'i~~~',-"i'~-ZI~dT~g-o~~~~PQ~yl~9 5l:he'dules and slalomenls, anolo the besl of my knowlodge ond b;'jT;f~
~T~j- j ~;, ~:.r:~€1.':,'::!:' ,,'~ j i~~k~~~I:~i,;':::-,epo"e"O'lru...mor~~.vO~:,D:_CI:~t,~~:~p~epa:r_o~:~h~n Ih~:f::~ol7'e~en;;'''il
R,h~)f~lli",~;X'~'~~N"'"'''[t''AjlV[ .(>1;{JRtW)l;tl1,llann\ICoJ:.~s.treetT-,C<>+-1-J.,J-~h--PI\ olrilitJ "J l-l,:cc
"'Clr)c1 W~ '[fl'Jrkt)r,' ij""quir<c, 1 weIst 1I'I'1h Htr(>pt, CCll'lisle, "II 17013 ,) II (/1
", 0. tCl L {O ~'[ t iF ,.. -"'. ' ..,' ,.
,,". H,'"I,[)_SETTLEMEN.TBTA TF,MEH~.
OUR FILE II: RE97 -114
_Ti.1_50?b30nYrS Flxod .~-_':_,=
Gateway F,mdl"g., "___._ ' . n'
c.Thie form ie furniehed to give you a otAtement of actual oettlem9nt ~ooto. Amounto pAid
to and by the e..tUemont "gent are ..hown. ltem. marked l'.o.C. ",ere void outBide olooinq.
DNAMEOFBORI lOWER n_ - --. --- ~- - . - ---- IE. NAME OF SELLER. ,,---. ___.____n___
::::;:;' ",,__ .~. ....__~___~ ~.: ~'"",. L ~,:. ~ ___
G, PROPERTY LOCATION: H. SETTLEMEN1' AGENT: I. SETTLEMENT DATE:
520 N, Pitt St., Carlisle, PA 17013 DUNCAN & OTTO, P,C. 30-May-97
1 IRVINE ROW
CARLISLE, PA, 17013
___--'- 'n L-__---'---' --
.J-,--~UMMARY OF BORRO~ER'S TRANSACTION K, SUMMARY OF SELLER'~ TRANS~CTION
.n~_'_'__'_'_
1_~~._ aROflS AMOUNT ~!_~~~~._--r-'
101 .co!:'.~t_~.~~..~_______-----~--
COO
GROSS AMOUNT DUB TO SILLER
___._~67.000,OO ~.~_~nt.radt .,,1.. price
$67,DOOc~
402 p~r.onal property
l03~_~~~~2.P..!.!::1.._.~.-
103 ~.~~:.l.a:!_~~..~~!!-Jlinlll 1400)
3645.33 co,
cOc
106 ~?~~_
107 A..._.~.nt. to
to 31-D80-97
AdjUlItIl,otl it.UI~.-p!'!'pdd ~~dhr!.._"",--__M__
.~~!].._~~~._._~~1..:~~.9'1____ 142.48
142.48 406 .~_.m.nt.
10C
105
-_.~--
._----~~-
Adi~~.nU i_~~.!-_pr.paid by ..l1tH'1
407 sohool tax..
to 30-Jun"97
51.72
lOB sohool tax.a
-----
to 30"Jun-91
~1,77 cO,
c09
671D4.25
109
--.......-.-----------
70639,56 420 GROSS DUE TO SELLER
!\~~.~O~~-'!..~~~~UNT~~ TO SILLlfl
3000,00 '!lOl axc... d8pod~_~_.
47000,00 502 s.tth..nt chug..
5170,7(
120 GROSS DUE FROM BORROWER
_._______-w
200 _~~'!~ V.UD BY OR paR BORROWER
2~.~~~~.~t Money
202 Haw Mortgage ~,ountl
gaUway Funding
_______------ 503 Ixi.ting loan. takan
504 payoU lIt .ortCjIlCj8
201 Ixiatin9 loan. taken lubj.ot~
'oc
-,~_._-_.- -
'00
---
505 P.yo..!!.~;~t!!2-___
.0.
507
'05
210 Loc.l fax.' to
30wHay"97
----~
500
- -
0,00 Adjuatm.nta for ita.1 ~I\paid by S.llat'
510 '1..ooal taX$1 30..~.y-97
,
0.00 511 A.....ll.nt. to
--'
512 sohoo1 tax.. to 30-H"y-97
(1.00
'07
Adju.~~~.!.-.!?...:.~m. unpaid by ..lhr
212 Yohool raxa. to 30"Hay"!!---~_
215
------
301 GrOll ..ount dua from borrow.r
-'~-'-- -
--
..-
5HO,7_~
~__ ~_OO_~.~~_~~_~' --
_70639.56 601 01'_0" ....ount to ..lhr 67194,25
50000.00 1i02 Reduotion- to ..lhr 5170:10
............. ---------_.~-- _..-.-..........--.-.----..........--------.....,~-
__,__ .. $29"6_~,~~~-.Q..~~H TC2.JFRQM) S~LLER: . .-!~2,023~~
'"
2>6
217
51<
-----.--
--1--
50000"00 520 TOTAL R!DUC'l'tOHB ULLER
220 TOTAL PAID BY BORROWBR
---- -
300 CAHH PROH/TO BORROWBR
.------
!~~~"- a~ou~!_r.id by/for borrow. I'
303_ C~_SH.fI:!9..M---11()1~ORROWF.R:
beot of my knowledge
diBbursements made on
tor my records.
I have oarefully reviewed the BUD-l Settlemant statement and to the
and belieff it 10 a true and accurate .tAtQm~nt of all reoGiptB and
., .o~o.. ;;~~.." .., , '.0. "0"0" . 00" 0' "', .".,
---b ------
John II' f.1 // 4;;?
7>?_C~-V\-'t'~!~~ {LC~~
Sandra J, Boll J
'ft', M~!:Ja L..: Jf
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----.-
aa
P,b,GE #2 HUD DISCLOSURE/SETTLEMENT STATEMENT
PAID BY
BORROWER
PAID BY
SELLER
.___._.___._4._.________.__,...,... ___~_~..____._,..._..___._~~____.. ___'0 ------ . .__.M__.___...._.____~___ --.----..-..----- ----
700 TOTAL REAL TOR'S COMMISSION ,'-----,---_._,----_..- f--. 4020,00
~______.m~____'_ .____.__.__~_..__._.,_ ..__.~~___, .___._~_ _ ........_.u. .-_.. --
~~1..UstinQ.,4.~,rJ,cr~___.,.,___.~.21 Bre.nll.lTlarl.. $1985
---.- ..-..~...-~-----~----~---.._- -_.~--- -----
702 SellinJL,4._g'!..n.9yc~___..__~__.B~IMax. ______ " ,~?:~_35~__,_____ "___,_._._ -- _..I--._--~
?O~c;ommlsslo~_aid.llt..s.'!..t1I.!me~,t_____,_.________~____ -
800 ITEMS PAYABLE IN CONNECTION WITH LOAN 1--- -.-
-'-----..'---.-'-.--....'.--.-'---------------------
~_~1 Loan O~~a~lon fee_1_'!"______,__ Gateway Funding 470,00
~~~,~[)I!cou.'l!=_~~___,______.___ Gateway Funding 940,00 -'-
803 ~!'~1l~.l'1 Fe!J~25!l_'_00).___ Gateway Funding - POC .'-
804 c;rll9.lt..fl"P.ort ($,?OOO)____. Gat!!.~ Fun_~ -- -,-. POC --
~5 Underwriting Fee Gateway Fundlno 75.00 .-
806.p.o..c.ument ~ll,l'~atlon Fee --_0_- 1150.00
807 Flood certification 21.00
-------
808 Tax Service Fee 70,00
_.~-_.__._-- .
809 Lender Administration fee: , '-----
---------....--------
~1 0 Ove!rll9~Mal!..Q.':!..~\1.es: ,~~
900 ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE ,,-
901 Interest 30-May-97 01 -Jun-97 20,24
002 Mortgag~.!~~ - .---
903
.-----.
904 Darlene Moyer, Co, & Boro taxes 241~~
1000 RESERVES DEPOSITED WITH LENDER
--, X $ Der mo,:
Escrows collected: # mos, due:
1001 Hazard Insurance 3 18,50 55,50
1002 Mort_9agelnsurance 0 0.00 0.00
1003 ~ounty/Localtaxes 4 19.75 79.00
.
1004 School taxes 11 45,26 497.88
-
1005 Aggregate Adjustment Initial escrow: $459,59 -172.77
1100 TITLE CHARGES
1101 Set1lement or closing lee:
1102 Abstract or title search:
1103 Title examination:
1104 Title Insurance binder:
--_._~- .
,1105 Document preparation:
!.!E~ Notary f,ees: Cash 4,00 2.00
1107 Attomev's fees: Ed Harker, Esq. 125.00
....J~,'cludes above lIem nurnb~rs): .--
1108 Titie Insurance: WILLIAM A. DUN9AN. AGENT FOR FIDELITY NATIONAL TITLE
_Jlncludes aboye Item numbers):1101 -1104
1109 Owner's coverage $67,000.00 895.75
1110 Lender's coverage $47.000.00
1111 Disbursement lee Duncan & Otto, P.C, 35.00
1200 GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Deed 23,50 Mortgage 29.50 63.00
..
1202 Release Assign ment 0,00
1202 County/Local transfer tax (1 %) 870.00
1203 Pa, State transfer tax (1%) 870,00
..'
1300 ADDITiONAL SETTLEMENT CHARGES
- - --
1301 Radon testing:
130~!est 1~E!lcti~~,__ Gilbert's Pest Conlrol 55,00
,1303 Water Certification or testing: Acc!. #828 21.82
-..
1304 Septic testing: -
1400 TOTAL SETTLEMENT CHARGES: 3645,33 5170,,7Q.
(also entered on line 1 0310r Borrower: line 502 for Seller)
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COMMONWEAlTH Of PENNSYtVAN,^
lNHERIT^NCf TAX RetURN
AtSIDH~.!._~fCEOEN!
ESVATE Of
I SCHi:DULE H I
FUNERAL EXPENSES,
,..~I~~~tt~:~Js CE~?:N~~r_L_.,~ PI.a.. Prl~t~ or T~p.
,-- .--~--JLE NUMBER
Liz zj e _~.':,~ i e 13 y b_:~_____,_,_..~._____.u__..____ ..~) \ ' 97 - 0 0 0 12
ITEM
NUMBER
A, Funeral Exp.n....
D~SCRIPTION
1.
Hof fman Roth r"uneral Home.
B. Admlnlltratlv. Caltll
.4c
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
5% (2.5%
Personal Representative Commissions
Sociol Security Number of Personol Representative:
Year Commllllons pold ___1119 L___
each)
193 52--
209-46-1467
6002
2.
Attorney Fees to Edward W. Harker, Esquire
3.
Fomlly Exemption
Clolmont
Addrell of Clolmont at decedent's death
Street Addrell
City
Zip Code_____
Relationship
State _
Probate Fees
to Edward W. Harker, Esquire/Cumberland Co.
Mllc.lloneoul Expen....
United Telephone 1/97 to 6/97
UGI Gas 1/97 to 6/97
PP&L 1/97 to 6/97
Borough of Carlisle water/sewer 1/97 to 6/97
TV Cable of Carlisle 1/97 to 2/97
Robert Foltz - painting
Roush Hauling - trash removal
Advanced carpet care - carpets cleaned
Barricks Plumbing
Advertise letters in Sentinel
Advertise letters in Law Journal
TOTAL (Also enter on line 9, Recapitulation)
(If more Ipoce II n..d.d, In.." additional .h..tl of 10m. .1...)
AMOUNT
5,441.50
3,291.35
1,500.00
138.00
569.58
890.51
269.19
152.32
88.82
1,050.00
80.00
76.32
68.75
77 .66
60.00
S
13,754.00
UV-UI3Ht IU1j
'*
COMMONW,AlIIi 01 ,ftmiYlVA,N,A
INHUIlA,NCI fA. tnuIN
MlIIOINT OlelOINT
1
SCHEDULE J
BENEFICIARIES
ESTATE OF
Lizzie Marie Bybee
ITEM
NUMBER
ITEM
NUMBER
1.
2 .
3.
4 .
5 .
6 .
7 .
1.
NAME AND ADDRESS OF BENEFICIARY
A. Taxabl. Bequ..h:
.lohn C. Bybee
617 North Hanover street
Carlisle, Pl\ 17013
Donna S. Spence
1485 Marigold Drive
Lafayette, CO 80026
Brenda K. Sledgen
18 walnut Street
Carlisle, PA 17013
Cledia M. Bybee
310 E. 16th Street Apt 4
Seymour, IN 472 7 4
Robert D. Bybee
8B Green Valley Apts
Pari nago Bauang
La Union, Philippines
Bobby Jean Castner
HCI Box 92 JaCKS Hollow Road
Vowinckel, PA 16260
Richard D. Bybee
520 Nort~ pitt Street
Carlisle, PA 17013
NAME AND ADDRESS OF BENEFICIARY
8, Charltabl. and Gavernm.ntal Bequ..t"
J
fiLE NUMBER
~\. 97-00012
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
son .25
daughter .25
daughter .25
daughter .042
son .041
daughter
son
TOTAL CHARITABLE AND GOYERNMENTAlBEQUESTS (Alia .nlt, an Iin. 13, Recapitulation) S
(II mort .pac. I. n..d.d, In.." additional .h..t. of .am. .1..1
.042
.041
AMOUNT OR
SHARE OF ESTATE
"
i ,)
! \)" ;j
,
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
Ci""
BUREAU OF INDIVIDUAL
INHERIlA.NCI:: Ul( OIYISIO/lI
OLlPT, 28060t
HARRIS8UR(lj PA 17128-0601
TAXES
NOTICE OF INlIERI rANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JOHN C BYBEE
617 N HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEAnt
FILE NUMBER
COUNTY
ACN
10-21-97
BYBEE
12-25-96
21 97-0012
CUMBERLAND
101
;~.~
~-
U~, I~.;/ EX UP I GI .tll
LIZZIE
M
[=_=:A~O_~~:~Bgm_t_tJ~~~-~~J
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 ~
REV: i5'4TETAiij; -[03": 97Y-NoYfciC6TYNHER"if AN"cE' TAX - A"P PRA"fSEMENf: -ii i:. i-oWAN-CE -oil-- - -- - -- - -- - - ,. - --
DISALLOWANCE OF DEnUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BYBEE LIZZIE M FILE NO. 21 97",0012 ACN 101 DATE 10-21-97
TAX RETURN WAS: (X) ACCEPTED AS FILED
l CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real E$t.~. (Schedule A)
2. stocks and Bonds (Schedule 8)
3. Closely U.lld stock/Padnership Interest I Schedule C)
4. Mortgages/Notes Receivable ISchRdula D)
S. Cash/Oank neposi'ls/Mhe, Personsl 'Property (Schedule E)
6. Jointly Owned Proporty (Schedul. f)
7. Transfers (Schedule Gl
8. Total ASS8t~
11l_ 62 , 023,55
(2)_._, .00
(3) . 00
(4) ,00_
15) 3 ,803,47
(6) .00
(7) .00
(8)
APPROVED DEDUCTIONS AND EXEMPTlONS:
9. Funeral Exp8ns.s/^d~, Costs/Misc. Expens8s (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Sch.duh Xl (10)
II. Total Deductions
12. Hftt Value of Tax R.hlrn
13. Ch.ritllblB/OoyerfHllontBl eequuh (Schedule J)
14. He't V.lua of [s"tab Subject to Tex
13,754,00
33.921.28
(Ill
1I2)
1I3)
1I4)
If an assessment was issued previously, lines
reflect fi,gures that include the total of ill
ASSESSMENT OF TAX:
15, A~ount of Line 14 .t Spousal
16. A~ount of Line 14 taxable at
17. Alfto'Jnt of Line 14 t"xabl,a at
18. Prin~ip.l Tex Due
TAX CREDITS:
PAYHENT
DATE
--0-7-11-97
NOTEI To insure proper
credit to your account,
sub~it the upper portion
of thii form with your
tax payment.
65,8~~Q1.
47.675 28
18,151,74
,00
18,151. 74
NOrE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
r.b
Line.l/Class A rat.
Coll.teral/CI.ss B rato
liS). .00 X . DO.
liE,) 18,151,74x,06.
1I71__--:..!!..!!. X .15.
1I8)_
RECEIPT
NUHDER
AA211531
DISCOUNT (t)
INTEREST/PEN PAID (,)
,00
AHDUNT PAID
1,089.10
.00
1,089.10
.00
1 ,082.~.
.,:g:~::[~::t= ,..... ~~-~
IF TOTAL DUE IS LESS TItAN n, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREOn" fCR), YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE Of THIS FDRH FOR INSTRUCTIONS.)
. If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST,
RESER'ITlaN. E.t.t.. of ..o.d.n\l d,ln..n 0' b."'. D.o..b" \1, 19&1 ., If .n, fUMe InW"t In tho ..t.t. 10 tron.f.".d
In po""oIon " .nl"..nt to Cl... & (..llot."l) b.no/1.1.d.. .f tho d.o.d.nt .ft" tho ..plr.Uon .f .n, ...... for
Ilf. 0' for y..r., tho c....n...lth h.r.by .,p,...I, ,...r... tho rl.ht to .pp,.I.. .nd ...... t,.n.f.' Inhorlt.n'. T.'.'
at the lawful CIa.. 8 (Qolll'ltern1) rate on l'lnY such fUture lnt.rut.
PURPOSE Of
HOTICE I
To fulfll'i the rlqulr.""n\s of Slllct10n 2140 of the Inheritance and Estat' lax Aot, A<lt 21 of 1995. (UP,S,
S80tlon 9140),
D.""h tho t.p p"tlon .f thl. Hotlc. .nd .ub.ll ,Ith y.'" p.y..nt to tho R..l.t., of Will. p,lnt.d on tho ,."".. .ld..
uliakl oheclr:_ Dr money order payable to; REGIStER OF MILLS 1 itOENT
I rofund 0' . t.. .rodlt. .hl.h'" not r.qu..tod .n tho T.. R.tu,n, ..y b. roqu..tod by o..pl.Un. .n "'ppll..U.n
for p,fund of PannlylVl'lnla lnhgr~tl'lnc. and Estate Tax~ CREV.1S13l, APplioations are avallablA at the off101
of the ~.gl.t.r of Wills, any of the 23 Revenul District Offlc8s, or bY calling the SP~0181 ~4-hour
l'lnsw~rlng ,.rvlo8 numbers for for~1 ordarlngl In pennsylvania 1-800-~6l-20Sn, out.ida P.nnsYlvanla and
withIn 10Gal Hl'lrrl.burQ arll8 (717J 767-8094, TOO_ (717) 772-225Z Ollllar!ng lIIIpl!lIrllld Only).
PAVMENTl
REFUND (CR) I
OBJECTIONS. 'n, por" In 'n",..t n.t ..U./I.d with tho ,,,,,I....nt, .ll...n.. ., dl..11o.."'. of d.du.Uon., .r ........nt
.f t.. llndudln. dl.c.unt ., Int.'.'\) .. ,h"n on thl. HoU,. .u.t .bJ.,t .lthln .1," <6" d.,. .f r.o.lpt ,f
this Notica by:
-."It"n .,ol..t t. th. P' ".port..nt .f R.,.n"" &..,d .f 'pp..l., D.pt. mOll, H."I.bU'., P' 1712&'lOll, OR
-..hctlon to have the .aiter deterllllned lit audit of the account of thlll personal raprasontQtlva, OR
-.applIIsl to the Orph~ns' Court,
ADHIN
ISTRATIYE
CORRECTIONS:
Factual errors dlscovllrCld on this 8SSQ!lSlIlant should bl 8ddrasud 1n writIng tOl PA OlllPflrtllllllnt of RllIvlnulII,
Buruu of Indlvldunl TIII)(U, AllNl Post ASSGUIUlnt RevIew Unit, Oapt. 260601, Harrisburg, PA 11128-0601
phon_ (111) 781-650S. Soe page 5 of tho booklet "Instructlons for lnherltance Tax Retl..ll'n for fl ~es1dlnt
tlel:lllldent" (RPJ-l!iOll for an el<p18nation of ad.~nlstratlvIllY corredabl. error..
If .ny to. duo I. pold ."hln thr.. '" c.londor .onth' ."or tho doo.d.nt'. d..th, . /1.. por..nt (5%) dlt.ount of
thlll tal\ paid 11 allowed,
Th. 15X to. ..n.." non-p.,UelP.tlon p.n.lty I. ,..put.d .n tho t.to1 of tho t.. .nd Int.,..t .......d, .nd n.t
p.ld b.f.'. J.nuory 18, 1996. tho ""t ri.y ./t" tho .nd .f tho t., ..n..ty p.r1.d. Thl. non.p.,tlolp.Uon
p.n.ll' I. ."..I.bl. In tho .... ..nn.' .nd In th. tho .... U.. p.r1od .. you ..u1d ."..1 th. to. .nd lntm.t
that h.. ballln l'lSSIISlIId as Indlca,ad on thl, notlc.,
Int.,..t ,. 'h.,..d b.olnnln. with fl"t doY of d.llnqu.nov, 0' nln. (9' .onth. .nd .n. (ll d., f'.' th. d.t..f
d..th, to tho dot. .f p....n" T.... .h',h b..... d.llnqu.n' b.fo,. J.nu." 1, 19" b.., Int."..t .t th. r.t. of
.1, (6X' p.,..nt p" .nnu. oo,.ul.t." .t 0 dI"y "to .f .ODD164, All t.... .hlch b.c." d.llnqu.nt on .nd of lor
January 1, 1lJ&2 will blllar tnterut et ft rete which wIll very fro. olllandllr year to ()all11ndar yur ",Uti that ratl
Ilnnouncad by the PA D.plIrtllltnt of Revenue, Th" 8Ppllcable lntlllrut rlltu for 1982 through 1997 eral
~ tnter..t Rllt. 2allY Int.relt fftctor ~.!!! !!l!.arut Rnt! ~tlIrut fuetor
1'82 lOX ,BOOS48 1';187 9% ,000241
1lJU 16X ,0004l8 1<;188-].991 11% .00n~Ol
19M llX ,000301 1992 9% .000241
1lJ8S nil: ,000~S6 1.99l-1<;194 'iii: ,IJ001lJ2
1986 1111: ,000214 1995-1997 9% .000247
..tnt.r..t 11 calculated .. follow'l
INTEREST = BALANCE or TAX UNPAiO X NUMBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
"~nY NoUte 1IIulld aftfilr th.. tftl< baeo... del1nquent will reflect an intar..t ealCluletlon to flft..n (1S) d.Y'
beyond the dute of the ft.......nt. If pny..nt il eftde efter the Int.rlst co.putl'ltlon date shown on the
"otlo., addlttono1 lnt.rut It\Jlit be calculated,
DISCOUNT 1
PENALTVl
INTEREST 1
f'URPOSE OF
NOTICE I
'ro fliHJU tho r.quJrallcmh of Section 2140 of th. Inherltanoe and Estate Tax Aot, Aot 21 of 1995, (72 P.S,
SeoUon 9140).
PAVHENTI
Detach th. top portion uf thll Notlca and sub_It with your pay.ent to the RegJtter of WIlls prInted on the
revorse sJdo,
~~ Haka ohock or .onoy ardor payable tal REGISTER OF WIllS, AGENT.
REFUND (CR)I A rofund of a talC orodh/ whJch wns not requRuted on the talC rflturn/ IIIay be rIOlquuted by COMpleting an "Appllcatton
for Refund of PennsYlvanio Inh9rJtanoe and Eltat. Tax" (REY~1313). Applications are avaIlable at the Offica,of
the Register of W1111, any of the 23 Revenue DistrIct OffJcel or by cUling thll Ipaoial 24~hour answering S1rvIo~
nUlllbers for, forllll orderIng: In PennsylvanIa 1.800~362.2050, outsJda PennSYlvania and withJn 100a1
Harrisburg area (711'> 787-809(1, TOOl (717) 77Z.ZZ52 (tklarJng I",pftired Only).
OBJECTIONS: Any party In lntarest not Sl\tJsflod wIth the ftflpraJse,u.nt, llllowance or dlsallowarlCle of deductions orasse..llumt
of tall (InclUding d.lscount or Interest) as shown on th1sNotlCQ lIIay Object within slllty (60) days of receipt of
thit Notice bYl
--wr1ttsn prohst to the PA Department of Revenus, 80ard of Appeals, Dllpt. 281021, Hltrrlsburg, PA 17128'1021, OR
"electIng to have the llIatter tletermlflli'ld at the !ludit 01' thCl account of the pClrsonal r'Qpresenht1ve, OR
-~ltpp"al to the Orphens' Court
ADMIN~
rSTRATIVE
CORRECTIONSl
Fectual errors dlsco...erCld on thJs flSSGSSllent should b" addt'ClUQd In wrJtIng tal PA Doparhent of Revenue,
Bureau of IndJvIdueI T8)(IIS, ATTNI Post hUliSllont Rhlcllw UnJt, VErT. 280601, Harritburg., PA 17lZ8-0601
Phcne (717) 787-6505, S!illl page 5 of the booklQt "Instructions for InhsrJtance TolC Return for It Resident
Decedent" (REV-1S01) for an e~planatJon of adlllJnlltr~tively correctable orrors.
DISCOUNT I
If any tax due Is paid within three (3) calQndar Months after thCl decedent's deftth, It flvlI percent (s%)
dISCount of thCl tax paid is 81Joweo,
PENAL TV:
Tho 15% t~x ~lIlne.ty non-partIclpatIon penalty 15 cOllputed on the total of the talC and interolt allClIsed, and not
paId bafore Jafluery 18_, 1996, the first day eftQr the end of the ta>-: ftlllnesty period. This non.partloipot1on
penalty h I'Iippeflhb1o In the nllla IUlInnar And In the the 5"lIIa tlllla purlod liS 'Iou would tlppeel th. tal( 800 Inter.1t
that hIlS been llSS9ssed a. Indicl!ltQd on this notlca.
INTEREST:
Inhrut ill charged beglnnln; with fJrst dfty of delinquency, or nine (9) Monthl nnd one (I) day
fro. the date of dl'aath, to the date of PRY"n\. Taxer; which beclI.. delInquent before January L 1982
bear tnterlllt at the rate of IJ)( (6%1 purcent per ~nu. calculated ftt a daily rate of ,00DI64.
All tax.. whioh becallle delinquent on or nfter Janu.,ry 1, 19ai! wIll bear Interelt at a rlite Iolhlch w111 vary fro.
call1ndar yen,' to calendar YGOr with that rate announced by the PA Dapar'taent of Revenue. The applJoable
Inhrut rlltel for 198Z through 1998 arel
Vur Inhr..t Rate DRily Intenut Factor YQ"r Inhlrut ""te Dally Interut Factor
1911l 20% ,0005(,a 19111 9% ,000Z47
1983 161: ,0OOHll 19811' 1991 11% .000301
1984 11% .000301 199Z 'X .t100Z47
19e1!i 13% .0003!j6 19'93.19C)4 IX .000192
1986 10% .000274 1995.1998 9% .OOOZ47
~~Int.r..t 11 caloulated .. follow'l
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAY3 DELINQUENT X DAILY INTEREST FACTOR
nAny NoUc. IUUCld tlfter the tax becolllu delinquent will reflect an Inhrlllt c..lcul~t1on to flft.lln (1!i) davl
beYond the date of thl all'....nt, If Pl'ly'ent h .ad. flHlr tt.. Inhrut c~ht Ion date .holM on the
Notlc., ~Itl~nal 1nterllt au.t b8 calculated,
TOTAL DISBUR~E..ME~TS:
01/10/97 Check II I - Harris Savings
Mortgage
01/13/97 Check 1/2 - United ofPA
Telephone
01/13/97 Check 113 - UGJ
Gas
01/13/97 Check 114 - PP & L
Electric
01/13/97 Check 115 - TV Cahle of Carlisle
Cahle
01/13/97 Check # 6 - Dr, Blacksmith
Doctor
01/13/97 Check #7 - Borough of Carlisle
Water and Sewer
01/1 3/97 Check # 8 - Montgomery Ward
Credit Card
01/13/97 Check II 9 - American Family Publishers
Magazinc Subscription
01/28/97 Check II J 0 - Robert Foltz
Painting
02/01/97 Check #11- Roush Hauling
Rubbish Removal
02/06/97 Check #12 - Harris Savings
Mortgage
02/06/97 Check II 13 -. Advanced Carpet Care
Carpet Cleaning
02/21/97 Check 1114 - UOl Utilities
Gas
02/21/97 Check 1115 - Borough of Carlisle
Water/Sewer
02/21/97 Check # 16 - Montgomery Wards
Credit Card
02/21/97 Check # 17 - United ofPA
Phone
02/21/97 Check /I 18 - PP&L
Electric
02/21/97 Check II 19 - UGI Utilities
Gas
02/21/97 ChClfk /I 20 - U01 Utilities
Cleaning & Repairs
02/21/97 Check # 21 - Readers Digest
Gift Subscription
$ 213,15
136,79
102.43
78,61
78,58
20,84 .
50,14
50,00
8,99
1,050,00
80,00
231.71
76,32
100.45
50,14
.50,00
276,59
74,85
129,13
313,95
15.45
COMMONWEALTH OF PENNSYLVANIA )
)SS:
COUNTY OF CUMBERLAND )
ACKNOWLEDGMENT TO LAST WILL
AND 'I'ES'I'AMENT OF'
LIZZIE MARIE BYBEE
I, Lizzie Marie Bybee, Testatrix, whose name is signed to the
within Last Will dated this 6th day of December, 1996, having been
duly qualified according to law, do hereby aCknowledge that I
signed it willingly as my free and voluntary act for the purpose
therein expressed. ~
\-..... .' ,/ ''-o/) ~
~,.r~ /r14Jj-u_ <!-(...
Lizzie~le Bybee
Sworn to and acknoWledged before me by Lizzie Marie Bybee
this 6th day of December, 1996.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
AFFIDAVIT OF WITNESSES
~:(\ \;. ~ (J 00 --& ~';;,.-b(.,'.L-
ota y Public
NOTARIAL SEAl.
MIOHnL! 0 RISOO'i, NOTARY PUBUC
CARLISLE BOROUGH, CUMUERlAND CO" PA
MY COMMiSSION FXPl.m MARCH 14, 1998
:..,'..-
)
) S8:
),
We, Edward W. Harker, Esquire and William S. Daniels, The
witnesses whose names are signed to the Last Will of Lizzie Marie
Bybee, dated December 6, 1996, being duly qualified according
to law, do depose and say that we were present and saw the Testatrix
sign and execute the instrument as he, Last Will; that the
Testatrix signed willingly and she executed it as her free and
voluntary act for the purposes therein expressed; that each of us
in the hearing and sight of the Testatrix signed the Will as
Witnesses; and that to the best of our knowledge the Testatrix was
at the time eighteen (18) or more years 0 age; of sound mind and
,odoc 00 "00"<<'0' 0" ",d" ion,,"", 'j ~
, Esquire I
Sworn to and subscribed before me by EdWard W. Harker, ESquire
andW,\\,o.""S t>i"i~\> , witnesses this 6th day of December, 1996.
'---1'<':"',(\).....,...,,_ '<< '-\..:~ ~::o._l 'Q~
Not a\- PUb 11 c
NOTARIAl. SEAL
MICHUI.E O. RISBON, NOTARY PlIBUC
CAAUSLE BOROUGH. CUMBERI.ANOCO., PA
MY COMMISSION EXPlREf, 'AMCH ", 19ge
-3~