HomeMy WebLinkAbout97-00890
PETITION .'OR PRODA TE pnd' GRANT 0.' LETTERS
h~v/illu ol._.PONALD YJJ3I'rN~RNo, ~_, 21-97':' ~q f)
111.\'0 kilo 11'11 1101' '1'01
_ _ ReglMer 01' Wills for Ibe
_~__.__ '~/Jueell.l'ud. County 01' ...9..lLmoorllmd In Ihe
SO"'III SUI'/I/'IIY No. 20~-03"2374 COllllllouwellllh of l'ennsylvllnlll
The pelllloll 01' Ihe undersigned. respeWully represents Ihnll
Your l'ell1loner(s), who Is/llre 18 yelll's 01' IIge or older IIn Ihe.e~9CYl.rlx 1~lllled
In Iho Inst will 01' the nbove decedelll, dilled April 30, _ ,19 0_
nnd codlcllls) dlllOd _-Ilone -
_NOTE- borls.tL Bitner pre~llllBlld..llonl1ld-V...DUnllr..Jul.vlng,.dlod..Apclua. 1IlP~,_,
..~
(tiltlllJ rclc\'lIl11 ~ltClll1laIlIl1CC~1 O.K. rUltUnClllllun, d~lllh uf ",,<ocutot, Io'le,)
()econdOnl WIIS domlolled nt dOllth 111 Cumberland ,,___ COUllly, l'onnsylvnl1ln, wllh
ha~ Insll'nllllly or prlnclpnl [esldollCo nt 46 Kenwood Avenue, Carlisle, Pa,
JSollth Middleton Township). "
(llsl '1'0'1, 11II1I1b" 1111<1 Illl1l1ojPlllllY)
"
l)ccOnde,nl, then _ 76 yonrs 01' ngd, died ,--.October 214:'. . 19 97,
lu.-.O.llt1i(llll.l1ospltal, Carlhlle, Ppo . .' ,
!3xceplns follows, deoedent did nOlmnrry. wns nOl divorced nnd did nOl hnve n child born or ndoptod
nner eXecullon Ill' the Will 01'I'er9111'01' ,probntel wns nol the victim 01' n killing lI.nd wns nevcr ndjudlenled
IneOlllpetcnll._ no except ons __ " ' , .
()oeemlen\ nl delllh oWlled properly with estllllntcd vnlues ns follows:'
(II' domiciled In I'll.) All personnl pl'OperlY $ unestlmated
(If. not domiciled In I'n,) l'el'sonnl proporty In I'ellnsylvnnln $
(If nol domlolled In I'n,) I'el'sonlll property In Counly $
Vnllle of l'elll estnle In 1'~"JiYIYllnln' " $ , unestlmated
slt\lntdd liS folloWSl .,4 KllnWood Avenue, South Middleton Town~nd
county, Pat
--J._
WH13RBFORE, Ilelltlol1iir(s) respeetl'ully requesl(s) Ihe probnle of the IllsI will Ilnd codlcll(s)
presenled herewith nnd (he g\'l\l1l of lellers testament~
II"U\mCnlllIYl II<1mlnl.lrnll,,!, 0,1.1101 IIlhlllnl!\rllllon <I,b,I\,o,I,II,)
theron,
-
Ji
d
I~
~r~~J: l~l;/!~
3111 l1All!.lllew Str414lt
Ollrllllle, VA 17013
,.
OATH 01<'PERSONAL REPRESENTATIVE
COMMONWEAI,TH 01<' PENNS\'LV ANIA } l:IB
COUNT\' 011 ._...CUMBERLAND'
Tho 11Clltloncr(s) nbovc.nll(ned sIYcnr(s) or Ilffll'l11(s)lhnllhe stlllel11enls 111Ihe I'oregolug pdlltl",n nre
. true ,1\1\1\. cot'r~cl_ '0 Ihe beslor, the knowledge nnd belieI' of petltlonet(s) nnd thnlns personnl reprosen.
IlltlVC,M (lflhe nbove c1ed~dclll pelltloner(s) will wellnn~UIY 1l~l11lnlsler the CMlllii ncoordlng to,lllW,
~~V,I'~~,~ 11~,~ll~I,~ .I,lrflrl11tt~~~ SUbd~~b~l~ ,{ . ~~ C; lio.q; , ,I'
-11~~elu.bBrhl--'-- 19J17--
'lxl ...;c:....'"~- ~ ---
are. C. LO~ ): , Reglslc/' -id:
I'$" ~p?l,t.I. _.., .......p.~, F '\
,
,
,
"
"
"
,.
V
I,
"
" I
, /,
V
I l
I ,
,\ ^
, I
, "
" I
I'
I "
, "
I "
,
" "
" Ii
, I,'
" "
, "
" 'II
" I
, 1\ I
I , I
'I 1:1:
,
"
" ,
I I'
\'1 ,
,', " "
" " "
, \ "
'I , "
'I , " ,
" " " V
I " I I,
, 'I I , "
" , " I
I " , ;,
'I I
I.(\ST WII.L AND TEST(\MI<~NT
OF
DONALD V, D1TNER
,I, DONAf"., V.PITNER, of South Middleton Township (mnlllnll nddressl 4S
Kcmwood Avenue, Cnrllsle pennsylvnnln 17013), Cumberlnnd County, Pennsy.lvllnln, being of
sound nnd dlsposlnQ, mind, memor)'nnd understnndlng, do hereby mllke. publish nnd depll1re
thlsnsnnd for m)'J.<Ust WllInnd Testllment hereby revoking und milking void uny und nil Wills by
me lit nny time herotofore mude.
1. 1 dlreotthnt my herelnnfter named personnl representative PllY ull of my Just dobts und
funel'lIl o"pensos liS soon lIfler my de nth ns mny be found convenlentta do so, 1 dlreolthnt my
f,uner"1 servloes beconduotod by Olbson.Holllnger Funornl Home. Mt: HollY Springs,
Pennsylvunlu, In nC,oordunoe with uITungcments which 1 buve mude,there, und thnt my body be
IntelTed on the Annn ClItherlne Bitner LOI\ocllted In the SO\,lth Seotlon of the Old GrllveYlltd on
, SO\1/h Bedford Street In Curlls\e, Pennsy\vllnlu. The Annll ClItherlneBltner Lot htt~ eight grave
sltcs, on one of Whlohthe body of my mother, Annn Catherine Bitner. Is IntelTed,nnd on a
second of whloh the body of my brother, Gemard Bitner, Is Interred. The remnlnlng sl" grnve
sltcSllt'C presently unused, tWo ofwhloh ure Intendedt~r the Interment of my body und thlllof my
wife, Doris J. Bitner, nnd the remulnlng four g1'llve sites lite e"pected to be utilized by other
desoendllnts IInd their spouses of Annll ClItherlne Bitner. . .
, 2. All of the rest, residue lInd remulnder of my estate, relll, personlllllnd mixed, and
wheresoever the snme mllY be shUllte. Ililve, devise nnd bequellth to my wife, Doris J. Bitner, her
heirs IInd assigns, to theexoluslon of my ohlldren, born lInd unborn, provided my sllld wife,
Doris J. Bitner, shall survive me by a period of ninety (90) dllYs, ,.
3, Should my stlld wife, porls J, Bitner. predecease me or t'lIlItosurvlve me by the
IIforesald period of ninety (90) days, then In such event nil of the rest, residue and remainder of
my estate,rcal, personlllllnd ml"ed. IInd wheresoever the same mllY be slluRte, I give, devise and
gequellth to m)' dnughter. PlItrlclllJ. Houtz, her hell's lInd lIsslgns, provided she shall"survlve me
by a period ofolnety (90) days, but should she filII to 80 survive me then to such of her four (4)
children, their heirs and mlgns, as shlll1 survive me by a period of ninety (90) days, per stirpes,
her four children being Trac)' A. Bitner, St~Wen L. Houtz, Dunelle J. Houtz, IInd Brlldly I...
Houtz, but shQuld any of her said four children filII to so survive me then the shllre suoh deoellsed
person' would httVerecelved shall PIISS to s\1ch of his or her Iss\1e as shal1survlve me by a period
of nineI)' (90) days, per stirpes, and If there be no suoh Issue the slime shllll lapse and be ttdded to
the remlllnlng shares, per stirpes.. ,
4. I hereby nomlnate"constltute IInd IIppolnt my said wife, Doris J. Bltnllr, as Executrix
of this my Las,t W, IU and Testament but should she fall to qualify or cellse serving liS suoh, then In
'such event I nominate, constitute IInd IIppolnt my daughter, Patricia J. Houtz, as alternnte or
suooessor Exeoutrlll, bu\ should she fall to qualify or oease serving as such. then In, SllCh event 1
nomlnll\e, constitute nnd IIPpolnt my Iltllndson, Trlloy A. Bitner, liS 'alternate or 9\lOOeSSor
B"eoutor, and I further direct thllt none of them shllll be required to post any bond to seoure thll
falthfU,1 p,erfo~ance of his or her duties In the Commonwealth of Pennsylvania 9r In any other '
jurlRdlptlon. .
IN WITNESS WHEREQF, I have hereUnto set my hand and seal to this my LlIst Will
and Testllment written on one (I) page, this 30th day of Apnl, 1990.
1/'1 M. /1) '~ . ,
'1..I.4J'l1-"~ .' (/. rV. ~ (SEAL)
, ponald V. Bhner
~~.~{
". y~,,- r{W\'1
I-<
Z
~
:E t:r:: ~, .
.r, r.l ~~P
C). ~ ~.
0-
~'<:l I-< ~ Ii I
I t:1 ~ "
t;-. z 0 ;>
Cr- .r, t:1
..:l
I .:.l or, IQq
\) e z
0
... t:1
&l
<Ii
..:l
"'?"'''' ~~
~ COMMO~_BYLVAHIA
DEPARTMeNT OF ReYENUE
DEPt.18(le01
M
REV.1600
INHERITANCE TAX RETURN
RESIDENT DECEDENT
11M. klM$lrMlwor
B1TNE~DON^I~P V.
8OCW. N!CUfUTY ER
204 - 03 . 2374.
DA.1UOfOf.AlU
PAT1i()f~Rni
1.0 / .23 /10lJ7
09 / 02
I
NOIPOU8ll'e HMII! ~I.8T,FIReT, AND t-IDDlllHlll.ll1 8QCI.llIECURIf1 ,:"iiER
o 2, Supplemental Retum
o 4e. Fulure Intereel Comptoml8e Id.~"'''''lI.IHIi
o 7. O~enl Malnlalne<1 e Living TIIlII jAlUoh "'" ~ l'''ij
o 10. Spousal Povo Ored~ IdIlt~",,,_IHI,"" Hili
d!H)I! \i'! ntHr
1.5 -~I .;l-;;t-
full\IMIilI\'
21 07 890
I 11122
THIS RBlURN, ~U'T Be Fll.lb IN DUFLIO, ATB WITH 1Ha
REOIBTBROF WILLB
o 3. RomalndarRotumld.o("'''pI'<<~lI,I3,811
o 6. Fedoral hlale Tax Relllm Required
.1. 8, Tolal Number 01 8ele Oepoelt BOK86
011, BIec1Ion 10 toH under Seo. SI13IAliAllaehS<hUI
I
IR
Robert M. Frey
J
5 SOllth Hanover Street
Carlisle, P A 17013
.5" ~ I 0 () 0 . q) ~
fO' ,-
9S- . , ,
if", ~.rd(..:< 1
I ? I,$-.Ii 1 . 'I l'
s g 1 1 '6 S . 1.9 "
(8) ,15"'i,()oo.if7
A f I 1 '~ . (J I
~
i
~
(1)
12)
(31
(4)
(6)
(81
(1)
1. Reol Belate (Schedule A)
2, Stocl<e end Sonde (Schedule BI
3, 010eely Held OorpOreUon,POMellhlp or Sole,Ploprielollhlp
4. Morisesee & Nol86 Recei\loble (Schedule D)
6. Ooeh, 8enk Depoel18 & M~lloneoue Pereonel Property
(Schedule 81
8. Jointly OWned Property (Schedule F)
7. Inler.Vi\loe Tranelora & Mlecelleneoue Non.Probele Property
(Schedule G or L)
8. Total Or08l Meet, (Iotal Lln88 1.1)
9. Funeral a'pen," & Admlnlotrallvo 008ts (Schedule H) (91
10. Debts 01 D~ent, Morig811o Lloblll(lee, & Llene (Schedule I) (10)
.11, Total PeduoUOn8 (lolal LlnQl9 & 10)
12. Net Velue of s.tate (Line 8 mlnue Line 11)
13. Oheriteble end GoyemmentelSequeeWSoc 9113 Truets lor wh~h en eleetJon 10 tax hel nol been
m&de (Schedule J) ,
14, Net ValUe ,ub~Cllo Tax (Line 12 mlnue Llno 13)
16. AmOunlolllnol taxeble
allhuooueal tax rale " x ,0,
See Inatruotlone on reye,.. elde lor eppl~ble percentaga
16, ~t~~%~ line 14 taxable , I ~ '$ , 8' ';R '8 . If '" x
17. Amount of IIna 14 taxable
et 16% rata x
1&. Tlx D~,
19.
(11)
(12)
113)
(141
(16)
\;\ f" '; I i ;i~',( ;'! i:'
...
iI
~.,?
, l~ s
I 1 ..:? . 0 I
1'~$.1~
"
-
I I I? g ,., ;t ~. 1 "
,08 (ISI 7,1 .P.f 1 ,
.16 (11)
(18) 1,1 ~ 1 .7 I
DA
I 19110
Deoedent'. Complete Addrell:
E""''''' 4S' tt~,) ".
IV ;A~~/SL:
Tlx Plyment. Ind Credltll
1. Tax Duo (Poge 1 LinD 18)
2. CredltllPeymenls
A, Spoulel Poyerty CrAdIt
B. Prior Peymenl8
C, 01800\11\1
7li:
~ SlAt(; fit ~ ZIP I?OI,!
1
(1)
11~~. 71
'''.J~, ~f)
"t. I, M
Tolol Crud!181 A . B . C ) 121
hi, '8/. ()~
3:' Inlere8VPenelty If epplloeble
0.lnlere81
E, Penelly
~
Tolellntere8VPenelty I 0 . E) (3)
4, If line 211 gresler Ihen Ithe 1 + line 3, enler medlHerence, Thli II the OVeRPAVMIlNT.
Ch,ok box on P.gs1 Llnsle to requltl' ,r.fund (4)
5. If IIns1 . line 318 greeter IhS~ line 2, enler ths dlfferance. Thl811lho TAX DUe, 15) ItJ 'I t. 1/
A. IInler Ihe Inlere81 on Ihelsx dus, . (&A) , &.5', f (;,
B. Enlsr Ihe totel of Llns 5 + &A. This 18 ths BALANCB DUe, (5B) II t tI, .r1
Make Check Pa abl to: ReGISTBR OF W/~I.S AGeNT '
e I A 8 T I' LLO I G Q 18 0
IV PLACING AN "X" IN THI APPROPRIATll BLOCKS
1, Old dlcedlnl make a tranlfar Ind: Yes
a, retain Ihe USI or Income, of the prope~y Irllnsflrred: ....,....,....,......,....,..............,........,....,....,~
b, retain Ihe rlghllo design ita who shalf use Ihe property trensferred or Itelnoome: '........,......
0, retlln II revarelonary Interest; or......................,........,....:....,..............,....,...........,........,.."......
d, reoelye Ihe promlle for life of elthlr pllymente, benentel;1r care? .,........,......,......,......:........,
2, If daath ooourred on or before, Decembar 12. 1982, did decadent within two yeers
preceding ,dealh transfer property wlthoul receMng adequete conBlderetlon? If death ocourred ,
after Oeoemblr 12, 1982, did deoedent Iranafer property within one year of death without
receiVing adequate oon.lderetlon? """""""""",",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,.., ,,,.., II ",..'", " II.. o. ,."" 0
3, D,ld deoedenl own an 'In tru.t for" or payable upon death bank account or Beourlty ,
4, ~tl:~e~e~:~~~~~:~' 'l~di~id'~'~I';~'il;~';;;~~'i '~~~~~~t',' ~~~~iiy: '~;' ~ih~~' ~~~~~';~';;~'i~' ';;;~;;~rty?:::: ~ '
No
I
181
~,
72 P ,S, 09118 (a ,1) ( ) proylda or I I re uatlon 0 the taM rate Imposed on the nel ya ue of transfers to or for the use of the
surviving spou.e from 8% 10 3% for dates of daath on or after July 1, 1994 and before Januaty 1, 1996,
72 P,S, 09118 (a) (1,1) (II) proylded for the reduollon of the rate Imposed on the net value of transfere 10 or for the use of the ,urvlvlng
spouse from 3% to 0% fbr dsles of death on or after Janulry 1, 1996, The statule does not exemot a Iransfer to a surviving spouse
from tax, and the statulory requlramenlsfor dlsolosure ,of al8ete and fllln" a tax return are sllll applicable even If the surviving Ipouse
Is the only beneflolary, '
POR OATIS OF DIA TH ON OR AFTeR' JANUARV 1, 1908. Plaase an ewer the follOWing question by plaolng an 'x"ln the
appropriate space,
Old the deoedent oreate I tru.t or 11m liar Irrangement whloh la lolely for Ihe Iurvlvlng SPOUII'I beneflt for hll or her entire
IIfetlml? Vea 0 No 0
If you answered YII to Ihe abova qUlallon,Ihe tax on the Irust or slmltar arrangement Ie postponed unllllhe death of the leoond
spouse. at whloh,tlmlll will be fulty taMlble al the rate(s) Ippllcable to the remslnder beneflolary(les). Enter Ihe value of Iha trust on
Schedule J, Pert II. In order to remove It from thl caloulatlon of the tlX due In thlB estate, You may wish to flIe Schedule 0 In order 10
make the Ileatlon avaltlble underSecllon 9113,. If the ele~lon Is ""Ida, thelrust or Ilmllar arrangement Is lexed In Ihe eltale of the
flrst dllcadlntspouse. Ihl portion of Ihe lrust or slmltar arrangement which benemB Ihe .urvlvlng spouBe lelaxed It Ihe zero tax rate,
and the remainder Is taxed at the rate(s) appllceble 10 the remainder beneflclary(les), If you choose 10 make Ihe election" you mUB\
ettach Sohedule 0 to a timely. flied lax relurn, along with Sohedule(B) K and/or M In order to show the apportionment of the trust or
slmltar arrangement belween the surviving spouse and the remalndar beneflclary(les).
Includas abo
9. an a I ovar. a
no I ovoro 0
on ooro
Cor1lflod 10 bo 0 lruo copy.
ora:
ers.'
. 110 I:
110010 01
1I0C UI
PAUl fnoM
oonnOWDIl'O
FU"OIA T
8U maMal1l
17 dl . 8.6000%
179.88
29,6 a
I 0 h
.4 II 0
.4 II 0
Ir month
a
8.6
2,30
0,32
o
Prl & III
POCI
OJ, onawa
O.
Rllaa8aa $
87,00
o . I
8. ,0 : a e
0.0
"
flAI(}fit~~
anU.l:R'ti
rUNl)SAt
8an,uM~W
,0
0
30.00
0 1.00
0
to
9 1.00
( &&&6.~9.(l2/66&f)'o9.01191
!IV,II09'" II"''' .-
COMMNONWIAlTtt OlllNNlnYANIA
I ttUllANC' I,AKRllURN
m blNI blClb NI
SCHEDULe P
JOINTLY~OWNBD PROPIRTY
PONALD V. BITNER
--.-.--...--.........-------.~~~--.....__n---..-_..........__ ___..__
,J.1n/ ',nonlllll
----- NAMI-~~-=~.~.-~ nu -..'.'.n-==~Dj)iii.il-~==:....-..--.--iiiLATIONSHlPfODi.~D'~-
Ao Patrlola J. Houtz 319 Flllrvlew Stroot Oaughtol'
CArlisle, PA 17013
I,
Co
Jolnllv.own',d pr,plrt,V1
Nb~~ TilT M~\
DSSCRIPTION OP PROPSRTV
T06~~~ti'TUS ~~~T~ DV8sLJ~M~~~'iR~T
1. A 8/12/96 PNC oheOklng aoot. #50010110,38 973.73 60% 486.87
Aoorued lnt..to Oot. 23, 1997 1.19 60% .60
2. A, 10/2/95 PNC % # 3160Q047179 11,179.34 it 60% 5,589.67
Aoorued Int. to Oot. 23, 1997 14.52 50% 7.26'
, .
3. A 7/15/96 PNC % #31600062376 21,471.61 50% ' 10,736.80
i\oorulld Int. to Oot. 23, 1997 39.40 50% 19.70
4. A 8/12/96 PNCO/D #31900052968 6,367.90 60% 2,683.95
Aoorued Int. to Oot.' 23, 1997 7,17 50% 3.59
TOTAL IAI,o enter on line 6, Roc~pltulallonl
III mot' 'Ipaco II needed Inlerl addlllonallh.." of 'am~ "II)
s
19 527.44
----
""",'''".i1.''.
COM~ONW1lALTIt Of' F6HHiYWANIA
INIl6R11ANC6 TAX RJiTURH
SCHEDULE 0
INTalWIVOS TRANSFERS &
MISC, NON.PROBATE PROpeRTY
PILB UMBBR
DONALD V. BITNEI~
21~9HOO
Th.luchedulf mUll ~ oompleled and n~ If thaanlwat 10 any 01 qUlIllOnl1 through ~ on the royo"lllde ollho R8V.1600 COV8R BHaaT ~ y",
B I 10 01' PROpeRTY OF
"",UOI,IIiI_OIU1_,AlI, i111'RAlt.41i60o"'ODl',,,", 1/<0"", "'I"" ,,,,,,,, DATe OF DeATH 08CO'B eXCLUSION
AlfACI1 A COPfOf IIIl bflb'OIUl(~ Uf""f.
ITeM
1,
00ro8tates l3ank oheoklng aocount #0020411883
00re8tateaBank savings aooount #1410252601
Aooruec.llnterest to, Ootober 23, 1007
4,149.96 100%
7,602.18 100%
8.76 100%
10,621.31 100%
270.20 10096
2,329.18 100%
18.30 100%
13,866.01 10096
20.18 100%
2.
3.
OorB8tates Bank % #646977060"6077614
Aooruec.llnterest to Ootober 23, 1997
Oore8tates l3ank % #628291280"6146461
,Aooruec.llnterest to Ootober23, 1997
Oore8tlltes Bank % #628201280"6790092
Ail9l.ued Interest to Ootobqr 23, 1997
4.
6.
TAXABLO VALue
4,149.06
7,1102.18
8.75
10,621.31
270.20
2,320.18
18.30
13,866.01
20.18
38,785.13
CmoBllItufllMnk, f~,^
PO 110. 7011\
PhlllldlJlphil\ PA IU10j./U1H
Novombel' 28, 1997
I~obort M, Froy
Allornoy III Lnw
5 Slllllh Hllnovor Slrool
Cnl'lIslo, I'A 17013
I
CoreStates
Bank,
1m: BSlllto of': Donnld v, Bltnor
Dnlo Ill' Denth: Octobor 23, 1997
DonI' Robort FI'o>':
'(nrosponse 10 YOllr Illl\lll" plllnso hllUdvlscd thut tho doeodent hllld the 1'oIl\lwlng 1I0eoIIl1l(s) wllh 0111' hllnk us ortllc dnlo
of dOllthl
ACCOUNT II
Certlfloute of Deposit
62829 1 28().5796992
Certlflcntc of.' Dllposlt
628291280,5953053
Corllf1onto of Deposit
628291280.6145461
Certlneute 01' Dopos'!t
62829128().8291742
Cerllnollteol'Deposlt
646977050.6977514
Choekl,lIll 0(12941 \ 883
snvllllls) 41625260 \
DATE
. DATE DATE OF DEATH ' Melt
ACCOlMI' TITl.E ,. QPENED CLOSED BALANCE lliL
111I'01'1I101 Trllst. In nuslVor 10/14/97 13.865,01 20,18
DOlluld V, Bltnel" Tl'lIslee
Pntrlelu JeulI lIolltz, 130nol1clllry
Inl'ol'l11ul TI'IISI- In Trllsl For 05112/97 10/14/97
Dtlnllld V, Bitner. Trusteo
Pnll'loln Jenl1 H01l11,. Belletlclury
1I11'01'll1ul Trust. In Trllst For 09/05/97 2.n9,18 18:30
Donllld V, Bltllor, Trusloo
PUtl'llllu JOUI1 1I\1I1tz. Bononolnry
1111'oI'l11nl Trllsl . 111 Trusl Fl1I' 04/05/95 09/09/97
Donnld V, Bltnllr. Trustee
I'nll'icln .I0Ul1 HoUIZ. Bonel1cllll'y
Inl'orl11l1l,Trllst. III Thlst For 04/26/96 10.521,31 270,26
DOI,lllld V, Bitnor. Trllsloe
I'ntrlciu Jenl1l1outz. BOllelielnr>'
Il1lbrl11nl Tl'usl . III Trllst For 101\5/91 1,1/19/97 4.149,96
Donnld V, BillieI'. Trustee
Pnll'ieln Jenlllloulz, Benel1eillry
1I11'01'l11nl Trust. III Trusl For 03/20/97 11/19/97 7.602.18 8,75
ponuld V. I3ltnol', Tl'ustee
Pntl'icln Jenn lIouO" Benelielnr>'
MAKI CHICK PAVAILI AND RIHXT PAVMaHT TOI
REBISTER OF WILLS
CUMBERLAND CO ,QOURT HOUSI!
CARLISLE, PA 17015
CUT ALON~THIS LINa .. RITAJ~ ~OWIR PORTION pOR YOUR RICORDI .
fillV'': IIW-l'l(-AW-r~r:nj"-NDYi'6i"-cl'~-'YN'Ailffflll'D,I"YAX"A'II'.AA'l'illlll't.lt"-"Atl.'Ci"~'IJ'cSl"'liR---"".--""---" --
D:t8ALLOWANOI 01' DlliUiinoNs ANb A18181HI~T OF TA~
ISTATI 01' BITNER DONALD V ptLl NO. 21 97-0090 ACN 101 DATI 07-19-1999.
TAX RETURN IIAI, I X I ACDEPTBD AS FXLED ) CHANOBD
RI81RVATION OONOIRNtN~ pUTURI XNTaRIIT . SII RIVKRSI
APPRAXSID VAL~I OpRITURN BASID ONI ORIBINAL RI!TURN
1. Rill Bltetl ISohl~ul. Al
B. Itookl end .ondo Ilohldull 81
S. Clo111~ tteld Itook/Plrtnor.hlp Interlot ISohldul. Cl
A. Hortgloel/Notll ~.ollv.bll (Iohldul. DI
B. Cllh/alnk Dopoolt./H1.o, Plrlonll Proplrt~ ISohldull I)
6. Jolntl~ Owned Proplrty llohldul. Fl
7. Trlnoflro (IOhl~lo 01
8. Totll Aoolt.
ApPROVID DIDUOTIONS AND IXIMPTIONSI
9. F\lnirll B'Pln"o/Ad~. co.h/HlIQ,hp.nl.. (Sohedullltl 191_29,172.01
10. Dlbh/Hort8la<i Ll.bIUtl../Llln. (sohoduh II (101 .00
11. Totll Dlduotlonl (111
12. Nit VIlu. of TI.Return 1181
18.' Ch'rltlb~l/oovorn~lntll a.qulltl) Non-llIo~ld 911S Trult. (Iohldull J) (181
~A. 'Net V.lue of Itt.tl Subjlot to TaM 11Al
NOTII Xf en ..I..IMlnt "el :l.1,ued preyioully, lin'l 14, 18 end/or 16, ~7 ',nd ~8 will
rlfl.ot f~gurl' thet :l.nolude the totel of ~ r,~urnl .11.1..d to d.t..
ASSISSMINT 01' TAXI '
18. AllOllnt of Llnl 14 It apoulIl. rltl 111) .00 x .00. .00
16. A.ollnt of Line ,1~ te..bll It Lln..l/C1I.. A r_tl 116) 128 ,811S. ft6 w .06. 7 ,7119 . 71
17. AllOllnt of Lino lA bMebl. .t Do11ltlr.lIC1... I r.te 117) . 00 x . 1 B. . 00
18. PrlnolPll TIM Due llsl 7 ,729.11
TAX ORIDnSI
PAYHEHT
DATE
;/)-:. ;21 d -;(
COMMONWIALTH 01' PINNSVLVANIA
DIPARTMIHT OF RIVINUI
sURE AU OF INDIVIDUAL TAKII
IHlIERITAHtE TAX DIYIBIOfl
DEPT, 2ftOOOl
IIARRIBlURO. PA 111,a-0601
NOTICE OF INHERITANCE TAX
APPRAIIIHENT, ALLOWANCE DR DIIALLnWANCE
OF DEDUCTIONs AND ASSIBIHINT OF TAX
/1
DATI
IBTATI OF
DATI 01' DIATH
. fllLI NUHBIR
COUNTY
ACN
ROBERT M FREV
II S HANOVER ST
CARLISLE
l/PA 17013
(',I"
III
IBl
ISl
IAI.
IBI
(6)
(71
RECEIPT
NUHIBR
D%BCDUNT 1+1
INT&RIIT/paN PAID I-I
,0
.00
.00
09-16-1998
04-29-1999
AA296683
AA51147BB
(;.,-
07-19"1999
B ITNI!R
10,r2S-1997
21 97-0890
CUMBERLAND
101
Alount Rill H.d
B610Do.00
38.66
.00
.00
43,682.2,
19.627.44
38 j 788 .13
181
ANOUNT PAID
, .
, 1,200.00
1,l'1ft.B7
INTEREST IS CHARBHD THROUBH 00-03"1999
AT THE RATES, APPLICABLE AS OUTL INED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX ORiOn
IALANQI 01' TAX DUI
INTIRIST AND PIN.
TOTAL DUI
. IF PAID AFTIR DATI INDICATeD, SII REVIRIE
FOR ,~ALCULATION OF ADDITIONAL INTEREST.
*
UVolW"U'ltt.m
DONALD
V
NOTel To lnlurl proPlr
orldlt to ~our 100ount,
.ub.U thl UPPlr 'portlon
of thl1 fori with your
t.M PlYllnt.
IBO,OOO.ft7
'0.17" 01
120,028.ft6
.00
"120,820dI6
7,BSft.S7
19B.1ft
101.61
296.76
1 IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIReD.
IF TOTAL DUE IS ReFLECTED AS A "CREDIT" (CRl, YOU HAY IE DUE
A REFUND. lee REVERSE SIDE OF TIllS FOR" FOR INSTRUCTIONS,)
PAYHlHTl
lItl.." IhI to!> porllol1 01 1"" Noll.. IIld ....It with ~our p.~..nl ,lid. PI~""I. 10 IhI n_ IIld odIIron
prlnled on tho r.yerH olda.
.. II Rl!81DllllT OltCRDl!HT .11I<1 ohHl< or 'OM~ order p.~""11 10' R.OIBTSR OF WILLI, AO.NT.
__ II HOH-Rl!RIDl!HT Dl!CRDl!HT 111I<. oht<lI< or .....~ orlllr p,,""11 101 cot1ltOHll.A~TH OF PIHNaYLVANIA.
,:
R1lFUIIIl (Cftll A rolund 01 . I.M ~rldll, whloh... nol r_.lld on Ih. T,x AlIurn'''~ be rlllu..I'" b~ o"""I.U",on
-APollolllon lor A.lund 01 P,"".~IYonl. J~rllono. onII E.I.I. Tlx. lREY-I.1.1. Appllo.llon. .r. 'Ylllobll II
tho 011101 01 \hi Altl.tlr 01 Willi, on~ 01 IhI l' RIY,"", Dlltrlol D'llo,. or IrOl IhI lItP.rl,onl'l 1~.hoUr
on...rll1l ..rYIOI _ro lor for.. ordarlllfll In P_.~IYonll 1-100-JOI'I"0. outoll', Penn.ylyonll
IIld ollhln 100,1 Hlrrlobyr, ,r,1 (717) 717'IO.~, TOO. l'100.~~7'JOIO ".rylo. lor II,p.~.r' wltft
opool.1 hllrlllfl oncl opllll<l'" _11.,.
REPLV Tal Qutltlon. rla.rd'", arror. cont,told on thl, notlo,.hould bl ad~r....d tOI PA D.p.rt.~t of RaVlnut, Burlau
of IndiYidual 'IMI', ATTHI POlt A.......nt Rlylew Unit, n.pt. .'0601, Harrl,burt; PA 11128-0601, phone
m71 717-6101.
blSCOUNTI If ~vt'M due I' plld withIn thr.. tJ) oll'ndar Bonthl Ift.r thl dto.dlnt'. d.'th, . flye plra.nt (ax) dl.oount
nl IhI "xpold II Ill_II.
PEHALTVI ThI UX I.. ..n..I~ _-p"tlolpIUon pon.lt~ II o"""ulod on Iho 10111 01 IhI tox .nll Inl....I ..,....II, 1Ild, nol
paid blforl'Jlnulrv lli, 1996, thl flr.t dlv',ft.r thl'~ of thl tlM ..n..ty plrlod,
IHTRRaaTI Inl.rl.I I. oh.r..1I be.lnnlllfl olth Ilr.t dl~ 01 d.llnqu,"o~, or nln. (9) .onth. ond ono (1) dl~ IrOl Ihl dl\' 01
..th, to the ptl of PIVlltnt. TeMII which blo"" dtUnqulint b,forl Jlnu.r'~ 1, 1982 ~er lnt.rut: It thl rat. elf
,1M (6~) peroent plr ~ clloul.ttdat Id.llW rate of ,000164.'" All tIM" Nhloh blo... dt1lnqU.nt on and aft.r
JlnUlrv 1, 191. NUl bIIlr Intlr..t It I rltl whloh wI1IY.r~frQl IIlllndlr VIII' to ollanellr ~I~r with th.t r.tl
onnounood b~ Iho PA o,Plrtoont 01 ~,vlnuo. Tho IPP1100b11 Int.rl.I r.t.. for 1.61 Ihrouah 1999 Ir"
YI.r lnt.r.,t Rit, Dl11v Int,r'.' Flator
-
\"1" tnt.n.t Rlt, D'U~ Inte,..,t FJOtor
-
1918-1991 IIX .000101
1991 9X ,OOOl47
199J'199~ IX .000191
199ft-1991 9X .000247
1999 71 .000191
1961 lOX .0001~1
191. 16X .OOO~SI
1.14 I1X .000101
196B l'X .000116
1916 lOX .00017~
1967 OX .0011~7
..1nter,.t It allbullttd .. follOWI'
IMT""T . aALAMOI OP TAM UNPAID X NU"IBR,OF DAYS DB~INqUBNT X DAILY INTBRBST FACTOR
.-~n~ Hotlol I.,uod .II.r tho II' bOO.... dlllnquont 0111 r.III.I on Interl.I .Iloul.llon to IIII.on elll dl~.
btvbnd tM dati of the .u.....nt. ,If P.~t 11 lICIt .ftl" thl tnt.rllt ONPut,'Uon d~tl lhownoo ,thl
Hotlal, addltlon.l lntl""t .utt b. ollcul.ted.
I.