HomeMy WebLinkAbout97-00596
PETITION FOR PROBATE and GRANT OF LETTERS
No,. ~, -q!) - Sj.l.,
To:
&Ia/l 01 l':ugoll" PI.. tn i Sk
also known as _
___.____. Register of Wills for lhe
__~ Deceased, County of _~llm!~ ldlld __ in the
Sac/III SfCurily No. _.1 0:1 -'~O -- 'I H26 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents thai:
Your petltloner(s), who Islare 18 years of age or older an Ihe exeCUI..2.!JL
In the last will of the above decedent, dated _11ill:..2.'L...._
and codicll(s) dated N/1I
named
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(Itlte relevant clrcllmstam:cl, e.._ renunciation, death or eJCecutor, eIC.)
Decendent was domiciled at death In Clllllb",:lillld County. Pennsylvania, with
IL!.!!-_Iast family or principal residence at .-l.QQ2.. DnlY"r Court. CilrUslo, PlI non.
_ "Cwro.at.. /1 bb:^lu.l"-.
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(1I111tr..t, number and munclpallty)
Decendent. then ----.!2.!L.. years cf age, died J III v fl . , 19 97
at Carlisle UospiLal. Cilrlislf:l, Pennsylvania ~ .
Except ilS follows. decedent did not marry, was nOl,divorced and did not have a child born or adopted
after execution of the will offered for probate; was notlhe victim of a killing and IVas never adjudicated
incompetent: N /11
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa,) All personal property $ 4.000,000
(If not domiciled In Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property In County $
Value of real estate in Pennsylvania $ 5. OOOl 000
situated as follows: 3301 Hoffman StreBt and 3619 Walnut street, H'lrr sburg,
D'luphin CountYI 273 and 275 Mulberry Drive, Mechanlcsburq, Cumberland
County
WHEREFORE, petltloner(s) respectfUlly reQuest(s) the probate of the last will and codlcll(s)
presented herewith and the grant of lellers testamentary
theron.
(1est8m~ntlrYj admlnlstrallon C.I,Cl,j admlnlstrltlon d.b.n.c.l.a.)
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94506_.\,2 Lvndon Hd. Favetteville. N1 13066
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~n M E nick
09 Cl, CilrUs]e. I'll ] 7013
Pltnick
Hd. Danville. CA
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 88
COUNTY OF CUMBERLAND
The petltloner(&) above-named swear(s) or affirm(s) that the statements in the foregoln. petition are
true and correct 10 the best of the kliowledge and belief of petltioner(s) and that as personal represen-
tatlve(s) of the "bove decedent petltloner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed [,TO, M Pltll.
before me this 15th day of _
J~Y flY) 10'1 ~~' "'" RiN.lllrd lames Pitni.flkA
, AAd!-' ~.... _ J'u J l'i ~__lif~ .~~...uJ/\ II.W..
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c. A gift of property under this Articlc includcs my rights undcr arty relatcd
insurancc policies or thc procceds of such policies.
0, I direct my Executor to scll any rcal propcrty that was uscd by mc as a
pcrsonal rcsidcncc if it is not otherwise cffcetively disposed of undcr this
. Article and my Exccutor detcrmincs that ( would not wish to havc thc
rcsidencc prcscrvcd for my rcsiduary estate, and to add the proeccds of sale to
my estatc gcncrally,
E. A gift of mal propcrty includcs all my right, titlc and interest in any such
property,
ArtIcle V. Survival, If any bcncticiary should dic within sixty (60) days after mc, thcn
he or she shall be deemcd to have predeccased me for all purposes of this will, provided that
if my wife dies simultaneously with me or within said sixty (60) days after my dcath, shc
shall be treated as surviving me for one-half of my cstatc and as having predeceased me for
purposes of the other one-half of my estate.
Article VI. Powers of Appointment. I declare that I do not by this Will intend to
exercise any power of appointment.
Article VII. Residue,
A. I give my residuary estatc, rcal and pcrsonal, whcrevcr loeatcd, including any
property mentioned abovc but not effcctivcly disposed of, to the Trustees under
the Revocablc Trust Agreement that I have sigaed today prior to signing this
Will, to be disposcd of as provided in that Revocable Trust Agreement,
including any amendmcnts to it signed after today. I f for any reason this gift is
invalid but the terms of the trust may be validly incorporated into this Will or
otherwise carried out undcr this Will, then (i) I hereby appoint the Trustees
under that Revocable Trust Agrcementto be trustecs under this Will, (il) I
incorpolllle the provisions of that Revocable Trust Agreement into this Will
(iil) I give my rcsiduary cstatc to thc Trustces under this Will, and (iv) I direct
that my residuary estate shall bc disposed of in the manner provided in that
Revocable Trust Agreemcnt but with the trusts thereby set forth treated as trusts
tinder this Will. No death taxes, cxpcnses or debts of my estate shall be
charged to or rcduce any marital share undcr said Revocablc Trust Agreement
and all debts and administllltion expenses shall be computed and accounted for
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before computing the shares of such Trust. I direct my. Executor to follow any
instructions contained In that Trust Agreement in making any tax election,
including but not limited to the allocation of my OST exemplion. I direct that
the taxes imposed by reason of my death upon property passing under and
outside this Will shall be apportioned and paid in the manner provided in that
Trust Agreement,
Article VIII. Payments to Minors or Incapacitated Persons. Whenever income or
principal becomes distributable (whether by a direction in this Will or by exercise of
discretion hereunder) to a person under age 21 (described herein as the "Minor" regardless of
the actual legal age of majority) or to an ineapacitatcd person, my Executor may make the
distribution in one or more of the following ways (or any other way that seems appropriate to
my Executor):
A. If to a Minor who is a descendant of mine, by holding the property in a
separate trust for the Minor until the Minor attains age 21. As much of the net
income andlor principal of the trust as my Exccutor may from time to time
determine shall be distributed 10 the Minor for any purpose. Any net income
not so distributed shall from time to time be accumulated and added to
principal. Upon the attainment of age 21 by the Minor, the property then held
in the Minor's trust shall be distributed to the Minor. If the Minor dies before
attaining age 21, the property shall be distributed to (I) the Minor's
descendants surviving the Minor, per slirpes, or in default thereof (2) if the
Minor was a grandchild or more remote descendant of mine, to the descendants
then living, per stirpes, of the Minor's nearest ancestor who was a descendant
of mine with issue then living, Or in default thereof or if the Minor was a child
of mine (3) to my descendants then living, per stirpes.
B. If to a Minor, by distributing the property to a custodian under any state's
version of the Uniform Gifts to Minors Act or the Uniform Transfers to Minors
Act, including a custodian selected by my Executor. My Executor may select
any age for termination of the custodianship permitted under the Act, giving
due consideration to selecting age 21 if that is permitted,
C, By distributing the property to anyone serving as executor under this Will to
hold the same as donee of a powcr during minority or incapacity, such donee to
havc all the powers of an executor under this Will (including the power to
apply the property fot' the Minor or incapacitated person) and to be
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compensated as If the property Were a separate trust, but with no duty to
account to any court pcriodically or othcrwise.
0, By distributing the property to II guardiun of the distributee's property,
E, By distributing the property directly to tlw Minor or incllpaeitated person,
provided that property shall be distributed directly to a Minor only if the Minor
has attained the age of fourteen and has thc practical capacity to own the type
and amount of property in question.
F. By distributing thc property to a trust existing primarily VI exclusively for the
benefit of the Minor or incapacitated persoll,
G. By applying the property for the use or benefit of the Minor or ineapacitatcd
person.
My Executor shall be free from any rcsponsibility for the subsequent disposition of the
property if it is distributed in one of the ways specified in this Article,
Article IX. Adopted & Non-marital Persons. A person adopted prior to attaining agc 18
(but not after) by me or by a descendant of mine shall be treated under this Will as (\
descendant. A biological descendant of mine shall not be treated as a descendant if
surrendered for adoption with the consent of his or her parent who is myself or a descendant
of mine in such manner that an adoptive parent substitutes as parent for the consenting parent.
Under these rules, adoptions and marriages shall not affect prior distributions or other interests
that have previously vested in possession, but they shall enable a person to rcceive
distributions from or remainder or other interests in a trust still in existence. When a person
is treated or is not treated as a descendant of mine under these tules, the same treatment shall
apply to that person's descendants. To be treated or not treated as a descendant means to be
treated or not treated as a descendant of mc and of any intervcning dcscendant of minc.
Applicable law shall apply to adopted and non-marital persons to the extent not modified by
these rules.
Article X. Spendthrift Clause. No interest (whether in income or principal, whether or
not a remainder interest, and whether vested or contingent) of any beneficiary hereunder shall
be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have power in allY manner to charge or encumber his or her said interest, nor shall
the said interest of any beneficiary be liable or subject in any manner whilc in the possession
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of my fiduciaries for any lIablllty of such beneficiary, whether stich liability arises from his or
her debts, contracts, torts or other engagcll1cnts of any type.
Article XI. Fldu.clary Powers. My Executor muy, without prior authority from any court,
exercise all powers conferred by this Will or by law, including without limitation any
Fiduciary PowerS Act or other statute of Pennsylvania or any other jurisdiction whose law
applies to this Will. My Executor shall have ubsolute discretion in exercisinglhese powers;
subject, however, to any appllcuble requirements of ordinary due cure and loyalty. In order to
fully effectuate the powers of my Executor, specific reference is now made to Probate, Estates
and Fiduciaries Code, 20 I'a, C,S.A. * 101, et seq. Except as spccifieally limited by this Will,
these powers shall extend to all property held by my Executor until the actual distribution of
the property. The powers of my Executor shall includc the following:
A. Power in my Executor to pay my debts as soon as practicable in the course of
the administration of my estate, and to pay my funeral and burial expenses
without regard to any limits otherwise imposed by law on funeral and burial
expenses. I I' under law my wife is primarily liable for my funeral or burial
expenses or the expenses of my last illness I hereby relieve her of such liability
and direct that payment be made from my estate,
B; Power to payout of my general estate administration expenses incurred in
connection with real or tangible personal property located outside of my
domicile.
C. Power to determine what property is covered by general descriptions contained
in this Will.
D. Power to make any election available under the tax laws in such manner as my
Executor shall determine, even though an executor may have an interest
affected by the election, except where an executor is prohibited from
participating in the election by another provision of this Will.
E. Power to retain any property originally owned by me, and/or to invest and
reinvest in all forms of real and personal property, whether inside or outside the
United States, including without limitation common trust funds of a corporate
executor, mutual funds, partnerships (including a partnership in which an
executor is a general or limited partner), and other forms of joint investment
(Which may but need not be managed by, advised by, or affiliated with an
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rllal estate, (II) to scll, cxchangc, lease for any period, mortgagc, alter, or
otherwise dispose of such prol'llrty and to execute any .Instrument necessary to
do that, and (III) to charge to principal the net loss Incurred In opellltlng or
carrying non-income producing rcal property,
M. Power to permit any individual eligible to receive distributions of income to
occupy any real property or cooperative apartment or use any tangible personal
property forming part of my estate upon such terms as my Executor shall deem
proper, whether rent free or in consideration of the payment of taxes, insurance,
maintenance and ordinary repairs, or otherwise,
N. Power to employ a custodian, to hold property unregistered or in the name of a
nominee (including the nominee of any bank, trust company, brokerage house
or other institution employed as custodian), and to pay reasonable compensation
to the custodian in addition to any fees otherwise payable to my Executor,
notwithstanding any rule of law otherwise prohibiting such dual compensation.
0, Power to make secured loans,or unsecured loans if to my wife, my wife's
estate, any trust established by either of us or if to a child of mine, in such
amounts, at such rates of interest, and to such persons, firms or entities as my
Executor shall deem advisable, and the power to engage in sales, leases, loans
and other transactions with my wife's estate or any trust established by either
of us, regardless of the fact that olle or more or all of the persons serving as
executors hereunder are also serving as a selling or borrowing executor or
trustee; provided that any such purchases shall be for fair market '/alue,
p, Power to employ and to rely upon advice given by accountants, attorneys,
investment bankers, and other expert advisers, and to employ agents, clerks and
other employees, and to pay reasonable compensation to such advisors or
employees in addition to fees otherwise payable to my Executor,
notwithstanding any rule of law otherwise prohibiting such dual compensation.
Q, . Power to accept or to decline to accept additilllls whether made by me or from
some other source.
R. My Executor shall follow any direction by the Trustees of a trust (excluding,
however, allY interested trustee) with respect to allocations (of receipts and
disbursements to income or principal) affecting property passing to that trust,
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. g, My Executor Nhall follow any direction given hy the TruNtees of a truNt
(excluding, howcver, any intercsted trustee) with rcspcclto lImorti1.lltions .
. affecting property passing to lhut trust. '
T, Power to continue uny husiness, incorporuted or unincorporated, for any pedod,
and to do lInythlng that I could have done regarding the business, including
without limitation the power (I) to invest additionul sums in the buslncss
whether or not such investmcnt would otherwise be llppropriate for fiduciaries
and without regard to any dUly to diversify investments (il) to select directors,
officers or other employces of the husiness, and an executor or an officer of a
corporate cxeeutor or u henetieiury hereunder l1Iuy nct us such director, officer
or employee and l1Iay receive compensation for doing so (iii) to pay from
pr.incipal the cost of liahility insurance for an exceutor or bcneficiary IIcting as
director (Iv) to recapitalize, reorganizc or Iiquidatc the busincss (v) to redeem
stO(lk under See, 303 of the Code, and the proceeds of any such redemption
shall be applied in a manner consistcnt with the requirements of Sec. 303(b)(3)
(vi) to elect deferred payment of estate tax under Sec, 6166 of the Codc and/or
any corresponding provision of state law, and to charge interest on deferred tax
. to Income or principal, and to consent to the creation of a special lien for
deferred tax to be imposed on property of my estate even if the tax is imposed
on property passing outside my estate (vii) to sell the business (inciudlng a sale
to a co-owner even if the co-owner is an executor hereunder) without "testing
the market" by solicitation of bids, relying instead on a qualified appraiser. My
Executor may exorcise these powers despite having individual interests in the'
business that might conflict with his or her interests as executor,
^~,lcle XII. Accountings & Other Proceedings.
A. I direct that my estate be subject to independent administration with as little
court supervision as the law allows, Except as otherwise specifically directed
by a court of competent jurisdiction, my Executor shall not be required to
render to any court annual or other periodic accounts, or any inventory,
appraisal, or other returns or reports, whether required by statute or otherwise,
My Executor shall take such action for the settlement or approval of accounts
at such times and before such courts or without court proceedings as my
Executor shall determine. My Executor shall pay the costs and expenses of any
such action or proceeding, including but not limited to the compensation and
expenses of .attorneys and guardians, out of the property of my estate,
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B. Bxcept as otherwisc specifically dircctcd by a court of cmnpetcnt jurisdiction, I
direct t.hat in any proceeding relating to my estate service upon any person
under a legal disability need not he mude when IlIlother person not under a
disability is u party to the pmceeding IInd has thc sllmc interest us thc pcrson
under thc disability, The pcrson under thc disability shull ncvertheless be
bound by the results of the proceeding, The samc rule shull apply to non-
judiciul scttlemcnts, rclcases, exoncl'ations, and indcmnities,
Article XIII. Various Provisions Regarding Fiduciaries,
A, Except to thc extent specifically provided otherwisc in this Will, references to
my Exccutor shall, in their application to my estate, rcfer to all those from time
. to time acting as cxecutors and if two or more executors ure eligible to act on a
given matter they shull act by mujority.
B. Individual executors shall rcceive compensation in accordance with the law of
Pennsylvania in effect at thc time of payment, unless the executor waives
compensation, provided that my wife and descendants shall serve without
compensation, A corporate exccutor shall be compcnsated by agrcement with
the individual executors or in the absence of such agreement in accordance with
its fee schedulc as in effect at the time services arc rcndered hereunder. I
authorize a corporate executor to charge additional fees for serviccs it provides
to my estate that are not comprised within its dutics as executor, for example a
fee charged by a mutual fund it administers in which my estate invests, or a fee
for providing an appraisal, or a fce for providing corporate finance or
investment banking services. I also recognize that a corporate executor may
charge separately for some services comprised within its duties as cxecutor, for
example a separatc fee for investing cash balances or preparing tax returns.
Such separate or "unbundled" charges shall not be treated as improper or
excessive merely because they are added on to a basic fee in calculating total
compensation for service as cxecutor. Insurance proceeds and retirement
benefits payable to my estatc shall not be subject to cxecutor' s compensation.
C. No executor shall be liable to anyone for anything done or not done by any
other executor or by any bencficiary.
D. The fact that an executor is active in the investment business shall not be
deemed a conflict of interest, and purchases and sales of investments may be
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made through a corporate executor or through any firm of which a corporate .or
individual executor is a partner, shareholder, proprietor, associate, employee,
owner, subsidiary, affiliate or thc likc, and property of my estate may be
invested In individual securities; mutual funds, partnerships, private placements,
or other forms of invcstment promoted, underwritten, managed, or udvised by
an executor or such a firm,
'E, I authorize my Executor to employ and rely upon advice given by investment
counsel, to delegate discretionury investment authority over investments to
investment counsel, and to pay investment counscl reasonablc compensation in
addition to fees otherwise payable to my Executor, notwithstanding any rule of
law otherwise prohibiting such dual compcnsation. I authorize my El'.ecutor to
acquire and retain investments that present a higher degree of risk than would
normally be authorized by the "prudent person" rule, I do not intend any type
of Investment, no matter how risky or speculative, to be absolutely prohibited,
so long as prudent procedures ure followed in selecting and retaining the
Investment and the investment constitutes a prudent percentage of the trust, My
Executor may but need not favor retention of assets originally owned by me,
My Executor shall not be Ilnder any duty to diversify investments regardless of
any principle of law requiring diversification, My Executor may retain and
acquire property that does not produce income, subject to any restrictions or
qUl\lifications of this power set forth elsewhcrc in this Will.
F. The fact that an executor (or a firm of which an executor is a member or with
which an executor is otherwise affi liated) renders legal or other professional
services to my estate shall not be deemed a conflict of interest, and I authorize
my Executor to pay fees for such services to such executor or firm without
prior approval of any court or any beneficiary and whether or not there is a co-
executor to approve such payment. I intend an attorney or other executor who
also renders professional services to receive full compensation for both services
as executor and the professional services rendered, except as specifically limited
by law.
O. I direct that the so-called rule against self-dealing shall not apply to an executor
who ismy wife or a descendant of mine. Except when prohibited by law or by
another provision of this Will, such an executor may enter into transactions on
behalf of my estate in which that executor is personally interested so long as
the terms of.such transaction arc fair to my estate, For example, such an
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executor may purchase property from my estate at Its fair market value wilhollt
COllrt approval.
H, Any executor may delegate to a co-executor any power held by the delegating
executor, but only if the co-executor is authorized 10 exercise the power
delegated. A delegntion may be revocable, but while it is in effect the
delegating exeeulor sha\l have no responsibility concerning thc exercise of the
delegated power,
Article XIV, Alternate or Succes,or l<'lduclarles,
A. Any executor may resign without court approval at any time upon sixty (60)
days written notice to thc beneficiary(ies) hercunder who then have vestcd
interests, provided that, if II succcssor to such executor is appointed within said
sixty (60) days, such resignation shall be effective as of the date of such
. appointment.
B. Except as provided in Article Il.A., each individual executor (including
successors) shall have the right to IIppoint a successor individual executor by an
instrument in writing, such appoinlmentto take effect upon the death,
resignation or incapacity of the appointing executor. An appointment may be
changed or revoked until it takes effect. I f I have named an alternate or
alternates to the appointing executor in this Will, the appointment of a
successor under this paragraph shall take effect only if and when those
alternates fail to qualify or cease to act,
C, The individuals (and any corporation) acting as my Executor may at any time
acting unanimously by wrillen instrumentllppoint IIn individual or a corporation
with fidUciary powers as a llo-executor.
D, If thc office of cxecutor is vacant, and no successor takes office pursuant to
any other provision of this Will, an individual or corporation with fiduciary
powers may be appointcd as cxecutor by my wife if then living and competent,
otherwise by a majority of my adult descendants then living und competent.
E. An executor muy bc app(linted pursuant to this Article for a limited purpose or
to hold only specified powers.
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PERTIFICATtON QF NOTICE UNDER RULE 5.6(8,)
Name of Decedent: Eugene pitnick
Date of Death: July 8, 1997
Will No.: 1997-00596
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was mailed to the
following beneficiaries of the Estate of Eugene on August 8,
1997:
Name/Address
.10an M. pitnick
1009 Drayer Court
Carlise, PA 17013
Dr. Scott Steven pitnick
62 Lyndon Road
Fayetteville, NY 13066
Richard James pitnick
28 VJ.a Contenta
Carmel Valley, CA 93924
Brian Joshua Pitnick
1315 Lawrence Road
Danville, CA 94506
the undersigned.
Additional information
---
Date: ~'L'i Ie;. i
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Signature
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Name: Richard W. Stevenson, Esq.
Address:
McNees, Wallace & Nurick
100 pine Street
P . O. Box 1166
Harrisburg, PA 17108-1166
Telephone: (717)232-8000
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'Ca~acityi Counsel for personal
representative
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McNEES, WALLACE & NURICK
ATTORNEYS AT LAW
100 PINt $TRttT
p, 0, BOX lIee
HARRISBURG, PA 1710a _"ee
T"'PHON<17171232.BOOO
F~. 17171237 .B300
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hltp://WWW,mwn.Qom
STBPIlANIB KI,mNPRLTB~
I)I~R(:"I' DIM,,(717) 23,.,228
11.M^II, AUDIU;SS:SIo:L11INPl!@MWN,COM
_April 6, 1998
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Cumhcrland County CourthoUsc
Rcgister of Wills Office
1 Courthouse Sqllarc
Carlisle, P A 17013-3387
Altn: Cheryl
Re: Estat~ of Eugcne Pitnick
No.: 1997-00596
MWN File No.: 18270-0001
Dear Cheryl:
Enclosed is II check in the amount of $24,000 in payment of the Pennsylvania Inheritance'
Tax.
Thank you,
McNees, Wl\llace & Nurick
)L"*<rtct' ,VI/(el}; 'lj/l~,,_c.
Stephanie Kleinfelter
cc: Joan M. Pitnick
Richard James Pitnick
'Dr, Scott Stevell Pitnick
Brian Joshua Pltnlck, Esq.
. COLUMBUS, OH
WASHINGTON, D.C. .
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McNEES. WALLACE & NURICK
100 PINE STREET
p, 0, BOX 116$
H"RA'8I11UAO, p", 17108
Cumberland Coullty COllrthouse
Register of Wills Officc
. 1 Courthollse Squarc
Carlisle, P A 17013-3387
ATTN: Cheryl
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,t II..... .)!,
· - "!1-'
~; '. of'J " '.
< ,"" ._'11." .
. .\ :.. 'we ,':)
" 1,'*" .'~,' I
c.;, ", ,,'" " ,.;, '
,.... if '\-,
j '-',-'<f;&.-,;_" .
';'l'\ '.,., ' - !' ',. '
- t-',. -f- -, ... '~I
:,)., I',;;~, ~
4f , . '.
i C
~ -,l. \ " ,
~, ' .
"
l ~.
.
"
j,:
,-;
~ ~,
.-
'11
\
\
l..
':'
.
.."
i
._.o--.._~
Y'J. VI
.
.~- ....
-
~ ;'''t~''''~';(-.
JS'./rJJ-/O
I rr: r~~Uli~DIA'HAnI' '21~I"1 CHlacHI..
INHERIT ANCE TAX RETURN 'OVI." C'ID" ItcLAIMID 0
RESIDENT DECEDENT 1111 HUMI.I --~~.__._---
COlAMONWEAllHO' "NNSYlVAN,A (TO BE FILED IN DUPLICATE 'I
DEPA.TMENl 0' REVENUE I 'J'il 0596
H'.RISfJ:~.~~l'!\28.D601 WITH REGISTER OF WILLSI w;Jtm COO! VIAR....._ NUMIE.
o ceDeNT'S NAM! (lAST, flUT, ....ND MIDDlE 'N"'All - ~ --. .----- -::......-..,-. _.,~ <-.. I flrFJnnn ff1lMltlnrU:f,tnr -
Pitnick, Eugene 100'1 IlrllYo I' ClIlIrl
SOCI"'~ SfCU~ITY NIJMIER .---~'foTOiATH- ]"Ali '" ."", 1.:11 '.'.1..1.".1 p. '.. I. '. ^.. I J..O 1'1
103-20-7826 .-.---L!l7/0H/'J I 10/0'/11 'JIll "",,' C,uIII".r I ,",,1
\1' ""U(;""LtISUlVWlIoiG 1Poou" NAMf !lAir 'IU' ANO MwolliHiiiAl(- 'f500.4.T ~f(Ultl''( Uf"iMii_ -- [AM'"11U .WFIif> 1m iliif.'ucfiomr------
Pitnick, Joan _____... _ I/O..,>I,-",,,!,.. ..____,____
!Xl 1. Original I.turn [] 2, Svppl.m.nlol I.Mn I J J. I.molndor I.,vrn
-. (fo. dol.. ~I dooth prlo. to 12.13.12)
Ll 40, 'VIVtO Inlll'" Co",p,oml.. I JI S, ,.dllol htol. rOM latvrn ..qvl.ad
(fa. dut.. of d.U1h uflll 12,12,02)
IXI 6, D.cod.nl DI.d Talloto [J 7, Docad.nl Moln/oln.d " 1.1,1'8 Iru..
(Altoch copy of Will) IAltoch ,opy 0 T,u.t)
ALL CORmPOND.NCI AND CONPlDINnAL TAX INPORMATION .itOurD..IIIRICTID TO.
AM --~--l~[lTrMI1II~O A~~11Il -
_Richard W. Stevenson, Es'1,._____ fkN,'"", 1-1,111""1' & Nllrlck
TeLEPHON!NUM'ER 1',0, I\IIX 1166
232-8000 __ 11'111 IHhll!,ll.!. ).'~-..I.?J,\!,!~~-I 1.!,(,
1. 1.01 E,loto iSchadvl. A) II) 11,1,/') ,BO',..OI,_
2. Stock. and Bond. 15ch.dul. 8) ( 2 I . ----ir;Ti-}tf:}~~.:.j1n -~--~._~
3. Clo..ly H.ld Stock/Porln."hlp In'....t iSchadul. q ( J )._n.___ .~~~~-~ ~- -",--
4. Mortgog.. ood Not.. Imlyobl. (Schodvl. D) 1 ~ INlIIUt _
S, Co.h, lonk D.po.III & MI.collon,ovl P."ona! Prop..ty (51, 2.,.J~J.22b~.:.IO_~,_..".,_...
ISchodvl. E)
6, Jointly Own.d Prop"ly ISchedul. F)
7, Tron"... (Sch.dul. O)ISchodvl. L)
8. Tolol Gro.. A..a'. (tolollln.. 1.71
9, Fun.ral EKpen..., Admlnlllratlvl COttt, Mlte,lIaneou,
Exp.n... (Sch.dvla HI
10. D.bll. Mortgog. 1I0bllltl... lI.n. (Sch.dvle II
11. T 0'01 Dodvo1lo,,, (t~tollln.. 9 & 10)
12, No! Valva 01 E.lot. (IIn. 8 mlnVI IIn. 111
13, Chorllobl. and Goy..nm.nlol 8oqu,," ISch.dvl. JI
14. N.I Volua Svb.o1 to To. (IIn. 12 mlnvlllna~,___~___
15. Spou.ol Tron.f... (lor dol.. of dao.h ohar 6.30.941
S.. In"rvdlon. for Af,pllcobl. Porconloga on Roya". (151
Sid.. (Indud. valv.. '0", Sch.dvl. K 0' Sch.dul. M,)
16. Amovnt of IIn. 1 ~ 'oxobla 01 6% '01'
(Inclvdo yolu.. f,om Sch.dvl. K 0' Sch.dvl. 101.)
17, Amovnl olllna 14 loxobl. 0' IS'II '01.
llnduda yolv.. f,om Sch.dul. K or Schodvl. 101,)
18, PrlnclpolloX dua (Add 10. I,om IIn.. 15, 16 ond 17,1
19, C,adltl Spou.al Po,..ly Crodlt P,lo, Paymonll Dluovnl
+ 21"O()O,OO +-----
20, If IIna..!.~,rootor than II.. 18, an,..lh. dlllaronco on \In. 20, 'hh I. tho OVI.,AYMIN'.
.~~'._-_._,",~..__._....v-r...-r ..Jj~Jr--
21. If IIn.lll. ,roato, Ihon II.. 19, '.1.. th. dlll.ronca on IIna 21. 'hl.I.lh. 'AX DU'. 121) -
A. En'.. Ih.lnta,..' onlho bolonea dv. on \Ina 21A, (21A)
I, En,..lho 'otol olllna 21 ond 21A on IIn. 211, Thl.I.lh. .ALANe. DUI, (218)
M... Chook hy.klo .., ..,lot.. .f Wll~" A,... __
. ,\iC" ,.. ~; .""11 TO' AN~W'. ALL QUllnO"' ON ....,ii.IIID. AND .ICH It V~ .. ,
UndO! p.nohlt, a p,arlu,y I d.claro Ih., I ho.. ..omln.d Ihl. "lu.n.in,lvdlng accompanying "hodvl.. on .tol....nt., ond 10 'ho b.., 0 my knowla .. a.d b.la .
It I. trUII cort.d anCl compl.t.. I d.clar. thai all ,.al ..tot, ho, bll" r.port.d" at IruI marlel' valua. D,c1aratlon of pr.pa'.r oth.r than thl p.flOnai ...p.....ntatlv. It
ba..~ on olllnfamlOllon 0 wl;I~;:Ii:'~~'I~~:;~r. .no.;;lt::____.__..,___,.._..._ om I. .
=<~..__..J(JOIIlI.hw1l.~,c....;t C-Lt {J._'~ t?",- q _'Jk' /'i':::_
"u I .. "" 1~~"~A'lYl ,t,1Wi 'C1 (/ I DAft{! "'/9
.. ~ ' , I' ,~I!._I!~~_U_~lILI!!t.I'.':-'~~!Jl.~_~_ I 7 IOA-1166 ____ l ,/., (~ 0
REV.,sr,o EX. I7-9AI
.
\
l!!
II!
II
t.
~j~
i
!!l
o 4. llmll.d E Ilat.
~
I
..
I
I
a
c
__ 8. Tolol NVnlb.. 01 Sof. D.po.11 80...
,.\, "i' -:,!:::{-
161
(7)
NOiHl
___~._~.~~IJ~_,.,_,.~.~__r__
15.845,188.93
( 9)___...2!,'I.!.I:'!.:lJ.___
(8)
(10) .I'-!:lH'ld~~~Q':!....~__
Ill)
(12)
113)
(141
I () . A l~..2l!Q-,-l.'L-__lC , QQ...
4,626.325.20
11,218,863.73
None
11.218,863.73
0.00
'l9'J, 2A'l, 14
1161 _,_,__,___._..__~_lC ,06 .
23,956.99
IlJ) ....,---
D.OO
0.00
____)( .15.
1181
23,956.99
Inl.rllt
24,000.00
(191
(201
41.01
".I,"V"I"Y""lll
1. R.al E1lal. (Sch.dul. A)
2. Slack. and Band. (Sch.dul. B)
3. ela.aly H.ld Slock/Partnonhlp Inl.,.., (Sch.dul. C)
~. Martgag.. and Nol.. R.celvobl. (Sch.dul. D)
5. Ca.h, lank Deposits & Mlsc.llaneous Personal Property
(Sch.dul. E)
6. Jolnlly Own.d Prap'''y (Sch.dul. FI
7. Tran.lo" (Sch.dul. G) (Schedul. L)
8, Talol Grall A..... (talal lIn.. 1.7)
9. Fun.ral b.pln..., Admlnlstratl.... Costs, Miscellaneous I Q )
Exp.n... (Sch.dul. H)
10, D.bl., Marlgag. 1I0blllti.., lI.n. (Sch.dul. II
11 , Total Dadudlaa. (Ialallln.. 9 & 101
12. N.t Valu. of Eatata (IIn. 8 mlnu. lln. 111
13. Charllobla and Gava,nm.nlol B.qu..lI (Sch.dul. J)
I~. Ntt Valua Sub.d to Tax (lIn. 12 mlnu.lln. 131
15. SpaulQl Trand." (far do'.. of dtath ah.r 6.30.9~)
S.. Inllrudlon. for Af,pllcabll P,rc,nlag. on R,vene 115)
Slda. (Includa valua. ram Sch.du!. K a, 5th.dula M,I
16, Amounl of lint 1 ~ laxobla a' 6% '01.
(Includa valu.. f,am Schtdula K a, Schedul. M,)
17. Amount of line 1.4 IOlC,obl. at 15% roll
(Includt valua. Iram Sch.dul. K a, Schtdula M,)
18, Principal to. dua(Add 'ax f,am lIna. 15, 16 and 17.)
19, Cradll. Spau.al Pav.rty Credll Prior Paymtnll DllCaunl Inl....,
+ .24.000.00 + __
20. 1I11na 19 I. vreatar Ihan lIn. 18, .nter tho dlHarence an IIn. 20. Thl.l. Iht OVIRPAYMINT.
II
21. 1I11.. III. v,.alOr than U.. 19, anterlh. dlHeranco an IIn. 21. Thlo I. tha TAX DUI.
A. Ent.r ,hi Int.,,,, on the balance due on lIn. 21A.
I. Enta, Ihalatal of IIna 21 and 21A an IIn. 218, Thl. I. Iha BALANCI DU..
Ma~. Chtck Payabla 'at Rowl.,., 01 Will., Aw.n'
~:~~;~~~~I;I;;'~;~~'IU,y,'i ~1~r~~h~~~~~~~~:dl~I~~~U~~I~~~~~n~~~::~~~n~S~~I:.t~=~.~t~~~~"~~~~
1111 truI, correct and CCtmpl"I. I declare thol all tlal ..tall has been r.portler at true marht valu.. O.clarallon of prepar., oth.r than the p'rlonal rep.....ntatlv. II
baMd on alllnformatfon of wM~r.par.r ha. any kno~l.dv.. ,
AU P 10 IUlPONSlIUPOr"UNO knukN A Dllts$ DATI I.
;t c.~ LP. 0-:'",- 9 'J~ /9L
I ..n ti / -'/9
P.o. Box 1166, HarrlHburg, PA 17108-1166 LI-'(S _0'
R!V.1500 tl(+ 17.94'
.
I!!
Illl
u ~
.
IS'./q'-/o
(2
"
~ji
r-OR OATIS 0' DlaTH Ann 12/31'" CHICK HI..
~tv:=~U::~DIT IS CLAIMID 0
fill NUMI..
21 1997 0596
COUNTY CODE YEAR NUM'ER
OEeE NT'S COMmn ADORfSS
1009 Drayer Court
CarllHle, I'A 17013
Count Cumberland
AMOUNT UC!IV!O IS!! INSlIlUCTIONS,
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
i
~
COMMONWEAlHI Of PENNSYlVANIA
PEP"-kTMENl Of R!VENUE
OEPT,280601
HA.RRISIURG, '.,17128.060\
Dee NT' NAME IlAS , FIllS'. '(ND MIDDlE "INiT.;;l\
Pitnlck. Eugcnc
SOCI;~S;~;'~:~:~~ .----.=]~~';~~'~;-.. D:';);~~';"19-~
(1' "'''"C",llIjIU_VIVINQ !'OUst" N"'Mllv,Sf, mil A~O MIOOH INI11AlI $ l...l SP.CUIUf'f NUMIU
Pitnlck, Joan
lil 1. O,lglnal R,'u,n
o 2, Suppltmanlal R.lu,.
o 3, Rtmalnder R.M n
(fo, dol.. 01 dtalh p,lar 10 12-13-821
l] 5, faderal hlal. To. Rttul n Required
il
o .4. LImited estal. 0 040. Fulur. Int.r,,' Comproml..
(100' dol.. of d.alh aher 12.12.821
IX! 6, Doc.dtnl DI.d Ta,'al. 0 7. Docadtnl Molnlaln.d 0 living TrUll
(""ach copy of Will) ("flach copy of T'UII)
ALL CORRUPONDINCI AND CON.IDINTlAL TAX INPORMATlON SHOULD II DIRICTIDTO,.. ,','
. COMPll ! ,MAiliNG AD U ,
Rl 1 d W St I- McNees, Wallace & Nurlck
c 18r . evenson, ,,so.
"'''HOH' HUM'" P.O. Box 1166
232-8000 Harrisbur', PA 17108-1166
O::i;'., ";'-'. ':i?,;\:::;:~,:.\.\'!:t:'I":~'?;'fiii~ "~/il\;.:?1
_ 8. Tolol Numb., of Safe Depaslt 101CI.
8,429,805.04
11.359.82
5.010.797.77
(1)
( 2)
(3)
14 ) _---1'Jnnp
(5) 2.'191.226.10
~
I
(6) ____None
(7 ) None
15,845.188.93
243,141.11
(8 )
(10)
4,383.184.09
(111
(121
(13)
(1~1
4.626.325.20
11,218,863.73
None
11.218,863.73
(16)
10.819.580.59 __M.QQ...
399,283.14 M ,06.
0.00
23.956.99
(17) ___
0.00
0.00
)( .15.
I
I
(181
23.956.99
(19)
(201
24,000.00
41.01
s
~ (I", k I"" d yUlo (lll ro quo t1lHI"" h,,,d uf your "'" Il'11yll11 lit
(21)
(21AI
(218)
.,
.
COMMONWEALTtl Of' PENNSYtYANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
==-~-:::''':';'''-==--;;--~_--:;'~::===:'~;.::=;:;:'::c.'.';-:
ESTATE OF FILE NUMBEII
_~~g~I~~__P..t~Djc;t:~ "~"~____.--""'- . ._.~L.1Ji!I:.95.~~.
All re.1 prop'rty owned .oltlV or IIlltn_"1 In common mUlt bt repartld It f.lr mlfk,' VII",.. Fnll markol vllluo 1& dolinod liS the
prica 01 whiCh propor1y would bo oxchangod botWtrOfl n WllllriU nuyor nnd n Wdlitll.' f1olhH, f\61ltlm bolllg Cllf11poUod 10 mil( or 80U, both hflvlng
ro.aonoblo knowledge ollho rolo.onllocl,. 11..1 prop.rly which lalolntly-ownod wllh rlgh' 0' .urvlvorohlp mo.' ba dl.olOlad on Soh.dol. F,
_______._._.._..._...._~_~_._'_.~.._.__. __.____~__....~... ....."....,..~.. .____ - n.'_______.....,.._,,_ ~~~__...______~~
ITEM VAI.UE AT DATE
NO DESCRIPTION OF DEATH
SCHEDULE A
REAL ESTATE
.L~~""~
REy','502 EX t ('.01)
.__,___._..___~__,_.._~_.______~"_~~__" n
1 4.26 Acres, t4:ltthew Road & M;u:shall Drive, East PennBb.:lI:o 'I\vp,
a.urberland County Pennsylvania (a/k/a 3rd pilli: of Ridley Park)
Subject to t<brtgage with York Feder'al Savin:Js and Loc,ll
AssociatiOl\ .. See Schedule K, Part II, ItelfS 2 and 3
1, 360,969,13
Sale P]:oceeds (real estate + personal property .. security
deposits and rents)
2 3 1racts of Land
273-275 Mulbeny Drive, ~chanicsbLLtg, C\.Jrrberland County,
Pennsylvania
Subject to t<brtgages with I:aLlphin D:JX>sit Bank and Trust Ca1pCU1Y
.. See Schedule K, Part II, ItelfS 4 and 10
Sale Value - See Attached Settlement Sheet
Contract Price $4,400,000,00
Less:
Security D:posits 29,664,09)
3 3619 Walnut Street
Susquehanna TCMllShip, Dauphin County, Pennsylvania
(Eastern Properties)
D:ed Bcok 2, Page 96
Tax Map Parcel 62-034-034
4,370,335,91
180, 000. 00
Subject to t<brtgages with Dauphin DeJX>sit Bank & Trust CalpaI1Y -
See Schedule K, Part II, ItelT\'3 5
Appraised Value
4 3301 Hoffrran Street, HarrisbUJ:13, Dauphin County, Pennsylvania
(Eastern Properties)
D:ed Bcok I-51 Page 385
Tax Map Parcel 14-006-001
218,500.00
Subject to t<brtgage ~ See Schedule K, Part II, Item 6
Sales Value .. See Attached Settlerrent Sheet
Contract Price $ 220,000.00
Less:
Security Deposit 1,500.00
5 148.3757 Acres Known As 2701 Forest Lane, Lower paxton Township,
Penn.sylvania
2,300,000,00
Deed Bcok Vol\JI1"e 240, Page 635
TOTAL (Also onlo, on line 1, Rocopilulollonl. $
(II more space Is neaded, Insert addlllonalsheols ollhe sarno sjze)
8,429,805,04
7 CPA21 NTF 10904
CopyriOhl POlms Sot1ware Only. 1997 Nelco. Ine
Page 2
21-1997-0596
.
Estate of I, Eu3ene Pitnick
Item
No.
sa-lEWLE A ... Real Estate
Desoription
Value at Dat.e
of Death
~_.":'.~._______M_""
~-,~..
5 Tax Map parcel 35-0004-tlOl
Subject to tiortgage with Benjamin Slotznick and Dauphin Deposit
B.:Ink& Trust Carpany - See Schedule K, Part II, Itell'B
7 and 9
. Sales Agreerrent
,.
, '
,,;
~ ,
t-,'_-
ii<
" ~
, ~,
i!
"
TOTAL, (Cany fotwal.u to ll'ain' schedule)
0.00
. . . , ,',
'0__'" . "._)"-~..,,it!l~-~;'!-r!~tJ~-}\;'l~i;'ii,;~j ~\':-\"i,,-f' ';\\'0\' .;'-;h-'ii--~'V""---;.jj~'- ,,, ~--"
.,
.
REV.l&o3EX + (1'97) L
COMMONweALTH OF PENNSYLVANIA SCHEDULE B
, INHERITANCE TAX RETURN STOCKS & BONDS
RESIOENT DECEOENT
ESTATE DF
~..r:!.e Pitnic~
All proporty lolnlly-ownod with right 0' aurvlvorahf!l mual bo dlsclo.od on Schodulo F,
1
FILl! NUMBER
____21-1997"0596 .
ITEM
NO,
DESCRIPTION
VAWE AT DATE
OF DEATH
1 Richard Pitnick .. Naninee:
95 shares Unitrin $ 5,854.38
182 shares Teledyne,Inc 5,505.44
11,359.82
,- "
7 CPA31 NTF 10905
COPV"Ohl Form. Soflwl'. OnIV. 1997 Nelco, Inc
TOTAL (Also enter on line 2, Reea Itulatlon) $
(II mo.e spaeeis needed, Insert edditlona' she.ls 01 the seme size)
11,359.82
";'i~~,.,..",~""'-"
REV.15Q7EX+(1.97) 1 SCHEDULE D
, COMMONWEALTH OFFENNBVLV",NIA MORTGAGES & NOTES
INHERITANOE TAX RETURN RECEIVABLE
RESIDENT DECEDENT _ _, . .__ ___. _ __
I!S'fATe OF FILE NUM~R
---.
Eugene I'itni<:t .
All 10' olnll~own!d with Ih. right 01 a.llvlvolahlp mUll b. ~I.clu..d on Sch.dul. F,
ITEM
NO, DESCRIPTION
21-1997-0596
VALUE AT DATE
OF DEATH
None
/, ~
~
7 CPA71 NT'10907
COPVrlghl Forml SollWlre Only. 1997 NllqO, Inc
TOTAL (Also enta, on line 4, Recapllulatkln $
(It "".. spacals needed, Insert additional sheels of the same size)
0.00
01 , ,\ I .,
Estate of: Eugene Pitnick
SrnEOOLE I -- Debts of ~cedent, t<brtgage Liabilities and LiE'.l1s
Page 4
21-1997-0596
Item
!lb.
Description
!\rtOunt
19 Dauphin ~p:>sit Bank and 'rrust Calp'IDy .
C01T1llrical loan No.: 0100164262399013
Eu:lene ard Joan M. Pitnick, joint debtors
Principal
AcC1Ued Interest
497.43
$
0.00
994 ,86
20 Benjamin Slotzruck $1,295,000.00 r-brtgage Note rated May 1,
1995; Secured by Property Kna.'il1 As 2701 Forest lane, Lower
Paxton TcMnship, rauphin County, l?enn..qylvania - See Schedule A,
Item 5
Principal $1,094,769.51
Accrued Interest $ 1,648.04
1,096,417,55
21 M:>ses K. Rosenberg .. Balance Due on Sale of prcperty known as
273-275 M..1lbeny Drive, Mechanicsburg, CUniJerlarrl County,
Pennsylvania.. see Schedule A, Item 2 (Western I>rofErties)
Principal $ 71,000.00
(negotiated Interest) 29,000.00
.100,000.00
MAL. (Cany fotward to l1\3,in schedule) . . . . . .
1,196,914,98
.", t ...'
Aev-ld~1 ~X+ (10-04)
SCHEDULE M
FUTURE INTEREST COMPROMISE
.
CQIMONW!AL TN 01' PENNSYl VilNlA
INN~RITilNC~ Toll( RETURN
RESIDl!NT Dl!C~DENT
ESTATE! OF
FILl! NUMBER
Eugene Pitnlck
This schedule Is appropriate only lorEltites 01 decedents dying alter Oecl'mber 12, 1982.
This schedule Is to be used lor allluture Interests where the rate of tax which will be applicable when the luture
Interest vests In ossesslon and en 0 ment cannot be established with certainty,
The Instrument creating the luture Interest Is: (Please attach copy Df Instrument)
Cl Will ~ Trust Cl Other
I. Beneficiaries
NAME OF
BENEFICIARY
RELATIONSHIP
WHe
Son
Son
DATE OF
BIRTH
4 28 31
1. Joan M. Pitnick
2. Richard James Pitnick
3. Brian Joshua Pitnick
Scott Steven Pitnick
Son
AGE TO
NEAREST BIRTHDAY
...
5.
II. For decedents dying on or after July 1, 1994, II a surviving spouse exercised or Intends to exercise one 01 the
following within 9 months 01 the decedent's death, check the appropriate block and supply a copy 01 the
document In which the surviving spouse exercises such withdrawal rlghl.
o Unlimited right of withdrawal 0 LImited right of withdrawal
III. Explanation of compromise Offer: (II more space Is needed, atlach additional 8.5 X 11' sheets)
See Attached
IV. Summary of compromise Offer: .
1. Amount 01 Future Interest....,...,."..",.",...." ,,$ ~785,680.59
2, Value 01 Line 1 exempt from tax as amount passing to charities, etc, , . , , , , , . , , , ,
(also Include as part of total shown on Line 13 of Cover Sheet)
3. Value ofl.lne 1 passing to spouse at appropriate tax rate. . . . , , ' . . , . , , , . , . , , , ,
Check 1 Block 06% , 03%,02%, 0 1%, iii Exempt
(also Include as part 01 total shown on Line 15 01 Cover Sheet)
4. Value of Line 1 Taxable at Lineal Rate ,.. , . , . . . . , , . . . . . , . , . . , , . . , . . , , , , ,
(also Include as part of total shown on Line 16 of Cover Sheet)
5, Value of Line 1 Taxable at Collateral Rate. . . , . " , . , , . , " . . . . . . . ' . , , . . , . .
<also Include as part 01 total shown on Line 17 01 Cover Sheet)
6. Total Value of Future Interest (sum 01 Lines 2thru 5 must equal Line 1) , , . , , , . . .
$ -0-
$ -0-
$ In 7R<;.liRO <;q
$ -0-
$ 10,785,680.59
,,,. --. ..- ....
/5= 19/- /(J
.U~.AU O~ INOIVIDUAL TAX.I
INHERITANCE TAX OIVISION
OEPT, 2eoeol
HARRISalJ1lG, PA 11128,(1801
COMMONWEALTfI OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DeDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO,
COUNTY
ACN
EUnl~~::::3
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
. Reglal.. 01 Willi
Cumbarland County Courthouse
Carlllle, PA 17013
CUT ALONG THIS LINE r::> RETAIN LOWER PORTION FOR YOUR RECORDS <;c1
. Rti\i:ii4;; iix '(Oi:i7fpc"'" ."".. NOliiiE 'iiF 'INfiERI1'iiNCE' TAX' iii'PR'"iseMENf, ALLOWANCE OR
DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FILE NO, 2187-0688 ACN 1D1
TAX RETlJIN WAS, (0) ACCEPT EO AS FILED ( 0 ) CHANGED sce attached
-ffiEitVATlON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAIUD VALUE OF RETURN BASED ON: ORiGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks nnd aonds (Schedule a)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. cosh/Bank Deposits/ Misc. Parsono' Property (schedule E)
6. Jointly owned Property (Schedule F)
1. Transfers (Schedule G)
8. Total ^9sets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exponses/Acin. Costs/I~lsc, Expenses (Schodule H) (9) 243,141.11
10. Debts/Mortgege Llobllltles/Liens (Schedule I) (10) 4,3B3,184.09
I" Total Deductions Ill) 4,626,325.20
12. Net Velue of Tox Return (12) 11,21B,863.73
13. Cheriteble/Gover"""ntel Bequests; Non'elected 9113 Trusts (Schedule (13) 0.00
14. Net Velue of Estate Subject to Tex (14) 11,218,863.73,
NOTE: II an 1I....mant WII I..u.d prevloully, IIn.. 14, 15 and/or 18, 17 and 18 will rell,cI Ilgur..
Ihat Includ. Ih. lolal 01 ill relurnl a......d to date,
ASSESSMENT OF TAX:
I:
'C
Richard W, Stevenlon Esq.
McNe.. , Wallace, & Nurlck
POBox 1188
Harrllburg Pa17108-1188
\/\
r ~L
,"-
~TE OF
Eug.n. Pltnlck
1S. Amount of Line 14 at Spousal rate
16. Amount on Line 1'. taxable at Lineal/Class A rate
17. Amount of line 14 taxable at Collateral/ClMs B rate
18. Principal TOK Due
TAX CREDITS:
PAYMENT
DATE
4.6.98
RECEIP'f
NUlIBfR
AA269934
DISCOUNT ('l
INTEREST/PEN PAID (,)
(1)
(Z)
(3)
(4)
(5)
(6)
(7)
(IS
(16
(17
c
2,25-99
Eugene Pltnlok
7 -8-97
2197-0596
Cumberland
101
8,429,805.04
11 ,359.82
5,010,797.77
~~
2,393,226.30
0.00
0.00
(8)
33,900,00
399,283.14
X .00-
X
X
t. ~ /-itv' -'
.. J'j.,.,..~. V
....~:Y
,. ',..~.
, f'~,,.
,,:;' .' .~.
Il;'V.IM'.~IU''')''C
DATE 2.2&...
NOTE: '1'0 Insure proper
credit '0 your account,
submit the upper portion
of this fClrm with your
tn payment.
15,845,.188.93
0.00
23,956.99
.06 :l
.15 -
(18) _ 23,956.99
TOTAL TAX CRF.DIT 24,000.00
BALANCE OF TAX DUE 43.01 Cr.
INTEREST 0.00
TOTAL DUE 0.00
(IF TOTAL DUE IS LESS-TH~N S1, NO PAYMENT IS REQUIRED.
If TOT.~L DUE IS REFLECTED AS A CREOIT (CR), YOU M~Y BE OUE
A REFUNO, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAlO AFTER OATE INOICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
24,000,00
"
RESERVATION:
ell.lel of decedent, dying on or belole December 12, 1982 -,~ II any future Interest In the estato II traosferred In po88el81on or enjoymenllo CI.It B
(oonller.l) beneflchnlel of the decedent aftor lhf' ollplraUon of any ell.te fOf nff. or IOf yeArl, the Commonwttallh hereby ollprotlo&ly ff;'Rervoslhe rlghllo
appraise find "Iseal transfer ,lnherUanoe Tallos at tho lawful ClaBfl 0 (001111101111) rale on any suoh More Inlerest,
PURPOSE OF
NOTIOE:
PAVMENT:
To fulfllllhe requirements of Suction 2140 of the Inherltanoe and Estalo Tall Aot, Act 21 011995. (72 p,g, Seollon 9140),
Delaoh the lop porllo" 0' thll Notloe and lubmlt with your paymenllo the Reglste, 01 wm. printed on the 18\18118 lido. Make oheok or monov order
pay.blela: REGISTER OF WillS, AGENT,
REFUNO (OR):
A r.fund 01 a talt ofedll, which was nol roque'led on the Tall. Relurn, may be roquo.Iod by oomploUng an "Applll1allon for Relund of Penn.y'....anl"
Inherltllnce and ellate Tall (REV.1313). AlJplloaUonlllfo ayailable MIthe OIIlco of Ihe Reglller of Willi or eny of Ihe 23 Royonuo Oillrlol OY'ficeB, nr by
caUing Ihe l!MIclel Z4.hour anawerlng I..rvlce numberll for forml orde,lng: In Pennlylyanla1.8QO.382.2050, oulllde PennlylY8nla and wllhin looQI
Harriaburg area (717) 781.aoe4, TOot {111) 172.2252 (Hearing Impaired Only),
Any party In Interett nol .aU..lled wllh Ihellpprallemenl, allOWllnce 0' dlsallowanoe of deduoUons, or a88811ment of tall. (Including d';soount or inle'est) H8
shown on Ihln Nollce mual object wlthin sblly (60) dllys 01 receipt of Ihll Nolice by:
..wrlnen prolest to Ihe PA Oepar1ment of Re....enue Board of Appeala, Oepl. 281021, Harrllburg, PA 17128.1021, OR
..elecllon 10 he....e the manar delermlned at audit of the account of Ihe penaonal representative OR
..appeallC'llhe Orphan.' Court
OBJECTIONS:
AOMINISTRA TIVE
CORRECTIONS: Factual error. dilcoverod On thll aSlelSment ahc,uld be addreased In writing to: PA DepQrtmenl of Revenue, BureaU of Individual Tallel, ATTN: Post
A..elamen1 Revi8YI Unit, Oept. 280801 Haul,burg, PA 11128.0801 Phone (717) 187.8505, Soe page 3 ollho bookl81 "Inslruotlonalor Inhorlla'lce TlIll
Retu,n for a Realdent OEloedent" (REV.1501) for an eliplanaUolI of admlnlll,aUvoly correctablo eHof8.
DISCOUNT: If any tax due II paid within thfee (3) oalendar mOlllha ofter" the dooedent'. dsalh 11 flvo percent (5%) diacount ollhe hlll paid ISl1l1owed
PENAL TV: Tho 15% Illllamnelly non-partll'llpl1llon penallY jl compule~ on Ihe total ollhe tall. and lnlef".t a..elled, and not paid bofore
Jonuary 18,1_, the n,.1 day after the end of the tal( amllosty period. This lion-participation penally 1$ appealAble In tho sama l11anner IInd In thft 811m"
Ume period III you would appeal the lall and Intereltlhat has been aaseatled as Indicated on this nollco.
INTEREST: ,Inte,..t II charged beginning with first day of delinquency, or nine (9) montha and one (1) day Irom the dale of doalh, 10 tho date of paymont. Talle8
which became delinquent belofe January 1, 1982 beaf Inte'8118tlhe rate of Ilx (5%) perCBnl per llnnum calculated at a dallv f8tO of .000154. AlIliJllOa
whloh beoame delinquent on and after January 1, 1882 will bellf Interelt at a rale which wUl vary from oalendaf year to oalflndar yeaf with Ihal rale
, announoed by Ihe PA Department 01 Rtlvenue. The applloable intefest rlllel for 1982thfOUgh 19U9 are:
VEAR INTEREST RATE DAll V INTERES I FACTOR VEAR INTEREST RA TL DAilY INTEREST FACTOR
1882 20% .000548 11188-1881 11% ,000301
1883 18% ,000.08 1882 9% ,000247
1884 11% ,000301 11193-11194 7% ,000192
1885 13% 000358 1lm-lll108 8% ,000247
ll188 10% ,000174 11198 7% ,000182
'887 9% ,000247
..lnte,o&111 c~loul8ted 81 followa:
INTEREST' BALANCE OF lAX UNPAIO X NUMBER OF DAYS DELINQUENT X OAll Y INTEREST FACTOR
..Any Nolloel"ued .ftef the lall becomea delinquent will reflect an Inl8f8l1 calculallon to flftoen (16) dllyv. beyond the dale of lhe .IIAllment. If payment
It made after Ihe Inlerosl oompulilllon dale shown on Iho Nollc~, ..ddlllonallnlo'.11 mUll be oaloulated,
_~.aa~~
.it
IlIV.l!t4'lllftl'''If'C
aU~IAU Of INDlV1PUA~ TAX"
INHERITANCE TAX DIVISION
OEPT,2aOCOl
, HARRISBURG, PA 1112a.OC01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FilE NO,
COUNTY
ACN
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Ragllt.r 01 Willi
Cumb.rland County Courthou..
Carll.'., PA 17013
CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ~"
.REv:ii47' EX jail.ir.l.pc........... . Notii:~ 'OFINH~RITANCE TAX APPRAiseMENT, Ai:LOWANcE OR'
DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FilE NO, 2117-0111 ACN 102
TAX RETUIlN WAS: (D) ACCEPTED AS fiLED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST. SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
" Reel Entete (Schedule A)
2. Sloeke end Bonds (Schedule B)
3. Closely Held Stock/Pertnershlp Interest (Schedule C)
'I. Mortgages/Notes Receivable (Schedule D)
5. Cash/Benk Deposits/ Misc. Personel Proporty (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total AS!J,tts
APPROVED DEDUCTlONB AND EXEMPTIONS:
9. funeral Expenses/A'*". Costs/Misc. Expenses (Schedule H) (9) 0,00
10. Debts/Mortgage L1ebllltles/L1ens (Schedule i) (10) 0.00
I" Total D.ductlons (11) 0.00
12. N.t Volue of Tex Return (12) 10,7B5,680.59
13. Charita111./GovermlOnto, Bequests; Non'elected 9113 Trusts (Schedule (13) _ 0.00
14. Net V.lue of Est.te Subject to Tex (14) 10,785,680.59
NOTE: II In ......m.nt w.. I....d prlYloully, IIn.. 14, 11 .nd/or lB, 17 and 18 will rellecllIgur..
thlt Includa thl tntll 01 MJ.. returns .......d to de",
Richard W. Slevenson Esq.
f<lct./eea , Wallace I & Nurlck
PO eOX 1188
Harrisburg Pa 17108-1188
ESTATE OF
EUllene Pltnlck
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount on L ino 14 taKable at lineal/CLoss A rate
17. Amount of line 14 taKable at Cot lateral/Class B rftte
18. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NlJotlER INTEREST PEN PAID (.)
2-25-99
EUllene Pllnlok
7 -8-97
2197.0598
Cumberllnd
102
[
.:3
Amount Ramltled
DATE 2-21.la
(I)
(2)
(3)
(4)
(5)
(6)
(7)
NOTE!: To Inlure proper
cfedlt to your leCOlJnt,
lubmh the upper portion
of thll 'orm with your
till; fJlvm.nt.
0.00
0.00
0.00
0.00
0.00
0.00
10,785,680.59
(8)
10,785,680.59
(15
(16
(17
10,785,680,59 X .00'
X .06 :I
K .15 =
(18)
0.00
0.00
AMOUNT PAID
0.00
TOTAL TAX CREDIT 0.00
BALANCE OF TAX DUE 0.00
INTEREST 0.00
TOTAL DUE 0.00
(IF TOTAL DUE IS lESS THAN S1, NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS.)
.
IF P~ID AfTER DAlE INDICATED, SEE REVERSE
FOR CALCULArlON Of ADDITIONAL INTF.REST.
/5' 19/ ../0
COMMONWIALTH OF PINNSVLVANIA
DIPART~INT OF RIVINUI
INHI!UTANCI! TAX
STAT.MI!NT OF ACCOUNT
*'
IUIEAU OF INDIVIDUAL TAMES
I~ITANCE T" DIV'"ION
DlPT. .llAl1
HAMS....., PA 1111.....1
HN"'..'''....."
"
DAT!
ISTATI OF
DATI OF DIATH
FILl NUllalR
. ,COUNT"
ACN
03-15-1999
PITNICK
07-08-1997
21 97-0596
CUMIERLANll
101
A--.t II..i He<!
EUGENE
! "
RICHARll W STEVENSON ESQ
MCNEES HAL
Pll lOX 1166
HIG
l
l;\
PA 171~1J!
MAKI CHICK PAVAILI AND RIMIT PAVMIN1 TOI
REGISTER OF WILLS
CUMIERLANll CO COURT HOUSE
CARLISLE, PA 17013
NOTE. To in.... propor oredit to your ..o~t, .uboit tho uppor portion of thi. for. with your t.. p.yoant.
CUT ALONG THII LINI ~ RITAIN LOWIR PORTION FOR YOUR RICORDI ....
iTy-:U,ii'i-ix-AFi.--co)':f'r-----iiiii;-iiiiiilii'fANi':r-iAx-i'i'A'fiiti-tif-o"-ACciiiJiifniiiiim------------m_--
IITATI OF PITNICK EUGENE FILl NO.21 97-0596 ACN 101 DATI 03-15-1999
THIS STATEMENT IS PROVIDED TO AUVIaE OF THE CUIIIIENT STATUS OF THE STATED ACll 1M THE HAHED ESTATE. S_ '!lOll
IS A SUNHAIIY OF THE PIIINCIPAl TAX DUE, APPlICATIQH OF All PAYHENTS, THE CUIIIIENT aAlANCE, AND, IF APPLICABLE,
A-r~ECTED INTEIEST FIIUIE.
llATE OF LAST ASSESSMENT OR RECORll AllJUSTMENT, 02-23-1999
PRINCIPAL TAX llUE ,_"___,,__,,
23,956.99
PAYMENTS .!TAX CREllITS).
PAYMENT
llATE
04-06-1998
03-01-1999
RECEIPT
NUMBER
AA269934
REFUND
llISCOUNT (+)
INTEREST/PEN PAIll (-)
.00
.00
AMOUN,T PAID
24,000.00
43.01-
TOTAL TAX CRIDIT
IALANCI OF TAX DUI
INTIRIIT AND PIN.
TOTAL DUI
23,956.99
.00
.00
.00
. IF pAID AFTEII THIS DATE, SEE IIEVEIISE
SIDE FOIl CAlCUlATIDH OF ADDITIONAL INTEREST.
e IF TOTAL DUe IS lESS THAM tl,
ND pAYMENT IS IIEllUIIIEII.
IF TOTAL DUE IS IIEFlECTED AS A "CIIEDIT" ICIII,
. YDU HAY SE DIll! A IIEFUNIl. SEE IIEVEIISE SIDE OF THIS FO,," FOil IIIllTIlUCTlllHS. I
,- ...
U.~~"I".n' ur n...nUA
NOTICI OP DITIAMINATiON AND
AIIIIIMINT OP PINNIYLVANIA
IITATI TAX IAIID ON PEDIRAL
IITATI TAX RITURN
[./
".
IUlU!AU OF INDIVIDUAL T AMta
I"",*ITAMCE TAX'DIVISION
....T, ....n
~ISIURD. PA 171IS"'6DI
"f..u..."m..,.
RICHARD W STEVENSON ESQ
MCNEES ETAL
PO BOX 1166
HBG PA 17108
05-51-1999
PUNXCK
07-08-1997
21 97-0596
CUMBERLAND
201
r - _t R_ltt... .~
MAKI CHICK PAYAILI AND RIMIT PAYMINT TOI
DATI
IITATI OF
DATI OF DIATH
FILl NUHlIR
COUNTY
ACN
EUGENE
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTt. To inlur. proper credit to your acoount, lub.it the upper portion of thia foro with your t.. P.yeent.
CUT ALONG THII LINI .. RITAIN LOWIR PORTION FOR YOUR FILII ~
ifiv;4P-ix"AFP--Cii)"",''-----iii"'iioficI"o;r-aii'i'iiiMIifAfiiiti-Aiili-Asiiiiiliiiii.-----------------------------
OF PINNIYLVANIA IITATI TAX IAIID ON FIDIRAL IITATI TAX RITURN aa
IITATI OF PITNICK
EUGENE
FILl NO.21 97-0596
ACN 201
DATI 05-51-1999
ESTATE TAX DETERMINATION
1. Cr.dit For Stet. D..th Tex.. .. V.rifi.d
15.696.97
2. P.nn.ylveni. Inh.rit.nc. T.x A......d
(Excluding Di.count .nd/or Int.r..t)
23.956.99
5. Inh.rit.nc. Tex A......d by Oth.r Stet..
Dr T.rritori.. of the Unit.d St.t..
(Excluding Di.count .nd/or Int.r..t)
.00
4. Tot.l Inh.rit.nc. T.x A......d
23.956.99
5. P.nn.ylv.ni. E.tet. T.x Du.
.00
TAX CRIDITI:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
.''I..r,
.l'
1". . . '
'>
:,
,
,,'
,
TOTAL TAX CRIDIT ,00
IALANCI OF TAX DUI .00
-,
INTIRIIT AND PIN. ,00
~_ TOTAL DUI .00
IIF PAlO AFTER TillS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS TtlAN n, NO PAY"ENT IS REllUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU NAY IE
DUE A REFUND. SEE REVEillE SIDE OF TillS FOIlll FDtl IHSTII\ICTIONS. I
COMMONWEALTH OF PINNIVLVANIA
DIPARTMINT OF RIVINUI
NOTICI OF DITIRMINATION AND
AIIISIMINT Or- PINNSVLVANIA
ISTATI TAX IAIID ON FIDIRAL
CLOIING LITTER
DATI
IITATE OF
DATE OF DIA TH
FILl NUglR
COUNTV
ACN
/j-:' /1/. 10
IUIIAU OF INDIVIDUAL TAMES
IMHEMIIIHCE lAX OIYIIION
"I, 11"11
HAMAI.IURa, PA 11126-1'11
RICHARD W STEVENSON ESQ
MCNEES ETAL [:
PO BOX 1166 (:(::
HB9 PA 17108
c
*'
HOTEl To inouro proper oredit to yOur oooount. aubolt tho upper portion of thia fo.. with your tOM poyoont.
CUT ALONG THIS LINI .. RITAIN LOWIR PORTION FOR VOUR FILlS ~
Rili:'te;-ix--A;;--(oi~-9'i-----iii-Niificjf-OF--iiTiniHiiUiTiiiN-Aiii-AiiiiiiiMiNT-----------------------------
OF PINNSVLVANIA ISTATI TAX IAIID ON FIDIRAL CLOSING LITTER ..
t..-m.. UP III-m
,
I
06-08-1999
PITNICK
07 - 08-1997
21 97-0596
CUMBERLAND
202
Aalaunt R..itted
EUGENE
c
MAKI CHICK PAVAILI AND RIMIT PAYMINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
18TATI OF PITNICK
EUGENE
FILl NO.21 97-0596
ACN 202
DATI 06-08-1999
ESTATE TAX DETERMINATION
1. Cr.dit For st.t. n.oth T.x.. .. V.rifi.d
2. P.nn.y1v.ni. Inh.rit.nc. T.x A......d
(Excluding Di.count .nd/or Int.r..t)
3.. Inh.rit.nc. T.x A......d by Other Sht..
or T.rritori.. of tho Unit.d St.t..
(Excluding Di.count .nd/or Intor..t)
4. Tot.1 Inh.rit.ne. T.x A......d
5. P.nn.y1v.ni. E.t.t. T.x Du.
15,696.97
23.956.99
.00
23.956.99
6. Amount of P.nn.y1vonis E.t.t. T.x Pr.viou.1Y A......d
B...d on F.d.r.l Eat.t. T.x Raturn
7. Addition.1 P.nn.ylvani. Eat.t. Tox Du.
TAX CRIDITII
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
.00
.00
.00
TOTAL TAX CRIDIT .00
IALANCI OF TAX DUI .00
INTERIIT AND PIN. .00
TOTAL DUI .00
_U PAl" AfTlR THIS DATE. SEE IlEVEIISE SIDE C XF TOTAL DUE IS LESS TIWl U, MD PAVHIHT IS REllUlRED
FOIl CALCULATION OF AIlOITIOHAL IHTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, VDU HAV IE
DUE A REFUND. SE! REVEIISE SIDE OF THIS FORM FOIl IIlSTIlUCTIONS. I