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Home My WebLink About06-14-07 (2) " -.J 15056051047 REV-1500 EX (06-05) PA Department of Revenue *' Bureau of Individual Taxes PO BOX 280601 Hamsbwg,PA17128~1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT ."2 1 0.6 File Number 1 ~ 3 3 Date of Birth 179 2 7 9 5 8 1 1 2 6 2 0. 0. 6 Suffix Decedent's Last Name Decedent's First Name MI BIT N E R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Fill IN APPROPRIATE OVALS BELOW <1fI 1. Original Return c::> 4. limited Estate c::> 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required c::> 2. Supplemental Return c::> c::> c::> 4a. Future Interest Compromise (date of death after 12-12-82) c::> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::> 10. Spousal Poverty Credit (date of death c::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 0. 8. Total Number of Safe Deposit Boxes D K E I THO. B R E N N E MA N Firm Name (If Applicable) REGISTER OF WILLS USE ONLY S N E L B A K E R & B R E N N E MAN () 4 4 w M A INS T R E E T First line of address Second line of address City or Post Office State ZIP Code '-.=~~') OATIHtlLeo .........1 on. 'I ":-, ME C H A N r CSBU R G PA 170.5 I'.: Correspondent's e-mail address: Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it Is t and complete. Declaration of preparer other than e personal representative Is based on all information of which preparer has any knowledge. F PERSON RESPONSIBLE FOR Fill U :5 ~ SIGNA " ]E (j"" Main Stret, Mechanicsburg, PA 170.55 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 ---I " .-J 15056052048 REV-1500 EX Decedent's Name: RECAPITULATION Reba M. Bitner 1. Real estate (Schedule A). ............................................ 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . " 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c:> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:> Separate Billing Requested. . . . . . .. 7. 8. Total Gross Assets (total lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H)..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10)................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value SubJect to Tax (line 12 minus line 13) ....................... .14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of line 14liJ~able at lineal rate X.O ~ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056052048 1 1 3 30.,2 7 15. 16. 17. 18. c:> 15056052048 -.J ,. REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME Reba M. Bitner STREET ADDRESS 8 Eastwick Lane CITY I STATE I ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditsiPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 509.86 475.00 23.75 Total Credits (A + B + C ) (2) 498.75 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (58) 11.11 11.11 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 D b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 D c. retain a reversionary interest; or.......................................................................................................................... 0 IX d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 IX 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 fi 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 fi 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ XX 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. I REV.1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Reba M. Bitner FILE NUMBER 21-06-1133 Include the proceeds of fitigaUon and the date the proceedS were received by the estate. All property jolntly-owned with right of survivorship must be dlecloltd on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. 1999 Toyota Corolla CE Sedan 3,525.00 14,132.10 622.54 2. PNC Bank, N.A., checking account No. 5410180595 3. 2005 IRS refund 4. 2006 IRS refund 967.00 5. Blue Cross/Blue Shield refund 346.86 6. Vehicle insurance refund 196.00 7. Renter's insurance refund 69.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 19 8"A "0 , REV.1510 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Reba M. Bitner ?1-0h-l1ii This schedule must be completed and flied if the answer to any of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. ITEM NUMBEI< DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE. TH8R RElATIONSHIP TO DECEDENT AND THE DATE OF 'TlIANSFER. AlTACH A COPY OF THE DEED FOR REAl ESTAlE. DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE VALUE OF ASSET INTEREST IIF APPIJCABlEl VALUE t. Prudential Life Insurance Policy No. ~6,957.05 M95415987. Transferees/beneficiaries: Cindy S. Manning, John D. Bitner, Jr. and Donna S. McBride, all children of Decedent. Date of transfer: November 26, 2006 (date of death) 100% 100% -0- 2. PNC Bank, N.A. IRA account No. 65001015379. 135.06 100% Transferees/beneficiaries: Cindy S. Manning, John D. Bitner, Jr. and Donna S. McBride, all children of Decedent. Date of transfer: November 26, 2006 (date of death) $135.06 3. PNC Bank, N.A. IRA account No. 65001015383. 4,185.09 100% Transferees/beneficiaries: Cindy S. Manning, John D. Bitner, Jr. and Donna S. McBride, all children of Decedent. Date of transfer: November 26, 2006 (date of death) $4 , 185 .09 TOTAL (Also.enter on line 7 Recapitulation) $ 4,320.15 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Reba M. Bitner FILE NUMBER 21-06-1133 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hollinger Funeral Home $5,156.80 B. ADMINISTRATIVE COSTS: WAIVED 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State _Zip Year(s) Commission Paid: 2. Attorney Fees to Snelbaker & Brenneman, P. C. 1,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _Zip Relationship of Claimant to Decedent 4. Probate Fees to Register of Wills and additional probate 106 . 00 5. Accountant's Fees and reserve for filing fees and miscellaneous probate costs 250.00 6. XX~JlK~IfU!H:s Advertise grant of Letters: 7. a. The Sentinel $166.07 b. Cumberland Law Journal 75.00 Total: 241.07 TOTAL (Also enter on line 9, Recapitulation) $ 7,253.87 (If more space is needed, insert additional sheets of the same size) REV.1512 EX+ (12-l13) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABIUTIES, & UENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reba M. Bitner FILE NUMBER 21-06-1133 Report debtslncumtd by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbul'led medical expenlll. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. UGI - payment on account 68.68 2. Continuing Care RX - payment on account 270.85 3. Forest Park Nursing Home - payment on account 5,254.98 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,594.51 REV-l513 EX+ (9-00) * SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reba M. Bitner NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS fmclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] John D. Bitner, Jr. 21 Ridgeway Drive Carlisle, PA 17015 RELATIONSHIP TO DECEDENT Do Not Ust Trustee(l) Son 2. Cindy S. Manning 212 Richland Road~ Daughter Carlisle, PA 17015 3. Donna S. McBride 103 Riversedge Drive Daughter Jeffersonville, PA 19403 4. Noah S. McBride 4919 Columbia Grandson Pasadena, TX 77505 5. Phillip J. Manning 212 Richland Road Grandson Carlisle, PA 17015 FILE NUMBER 21-06-1133 AMOUNT OR SHARE OF ESTATE 1/3 residue 1/3 residue 1/3 residue $10,000.00 Automobile and $10,000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.15l1O COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the seme size) LAST WILL AND TESTAMENT OF REBA M. BITNER I, REBA M. BITNER, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made. Article I '\ Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. a~~~C:&~~~~'~,jAL;g'~iit~~;';~;~~"':l:~':"""':i''''''''_--'''''_',,,....,, ""_""''''''' .. ~""i'...,.,..,..,\""""""i""r"~r"'"'''''''"!r.'''''""'~''''''-.'!''''''~~~'':'''''t..,~,~..."""",,,,.:~."..'.~,.".-... ,....-."',_..;.-.:..".....~,,.,".,,"'-~C....."..i':"'-.'.,"#~.'N'.........-".. .... .,' -'. ,.......,.......... -,-"<.< Article III I give, devise and bequeath my tangible personal property in accordance with any memorandum which I have handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to. organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be added to my residuary estate and pass under Article VI hereof. Article IV . I give and bequeath any automobile I own at the time of my death and the sum of TEN THOUSAND DOLLARS ($10,000.00) to my grandson, PIDLLIP J. MANNING, per stirpes. Article V I give and bequeath the sum of TEN THOUSAND DOLLARS ($10,000.00) to my grandson, NOAH S. McBRIDE, per stirpes. Article VI All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children, JOHN D. BITNER, JR., DONNA S. McBRIDE, and CINDY S. MANNIING. Ifa beneficiary does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those 2 . ~,,?'~\.;i/-"'''' ,.,,,,,,.. dcs~~cl~tss1i1dlJreteWe;~per~~mp~~~~"e-~~i:d-t"~~~efi'C4':;ry woulalla:~e 'r~celvecl' na<rmroT ~...~." she survived me by thirty (30) days. Article VII I nominate, constitute and appoint my children, JOHN D. BITNER, JR., DONNA S. McBRIDE, and CINDY S. MANNING, as Co-Executors of my Last Will and Testament. I direct that my Co-Executors be permitted to serve without bond and in addition to those powers , granted bylaw, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Co-Executors shall receive reasonable compensation for services rendered to my estate. Article VIII , '\ In addition to the powers conferred by law, I authorize my Co-Executors in their absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, ( e) to compromise claims without court approval, and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, 3 ".,',-.i1t'. .. ". (g) tOIIlakedistrlbutions in caSh or in'klnd~ or ii'lboth, and to determine the valueot- any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Co-Executors; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and G) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, REBA M. BITNER, hereby set my hand to this my Last Will and Testament, on tCfuI /1 , 2005, at Harrisburg, Pennsylvania. \. ~'yU/~~ REBA M. BITNER In our presence, the above-named REBA M. BITNER signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. 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