HomeMy WebLinkAbout10-09-07 (2)
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15056041114
REV-1500 EX (06-05)
OFFICIAL USE ONLY
County Code Year
File Number
PA Department of Revenue
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~I
07
33<6
184-26-7422
04022007
Date of Birth -J I
/ if"" /({53
Decedent's Last Name
Suffix
Decedent's First Name
MI
BITTING
BOYD
M
(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
DO 1. Original Return 0
2. Supplemental Return
o
o
o
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
o 4. Limited Estate 0
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
8. Totai Number of Safe Deposit Boxes
DO 6. Decedent Died Testate 0
(Attach Copy of Will)
o 9. Litigation Proceeds Received 0
o
11. Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ROBERT G FREY
Firm Name (If Applicable)
717-243-5838
FREY & TILEY
REGIST~-9F WILLS USF,ONL Y
rm-
First line of address
5 SOUTH HANOVER STREET
\"::..J
Second line of address
<. "':I
City or Post Office
State
ZIP Code
DArr~ILED
~ '.....:
CARLISLE
(',:,
PA
17013
RFREY@FREYTILEY.COM
AD
DATE
ID o<j ()?'
HANOVER STREET, C R SLE, PA 17013
ASE USE ORIGINAL FORM ONLY
Side 1
L
15056041114
15056041114
--.J
-.J
15056042115
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: BOYD M BITTING
RECAPITULATION
184-26-7422
1. Real estate (Schedule A) . . . . .. ..
. . . . . . . . . . . . .. .. ............. 1.
80000.00
2. Stocks and Bonds (Schedule B) . .
.. 2. NONE
3. NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . .. ....
4. NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5.
15815.00
6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . .. 6. NONE
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) DSeparate Billing Requested. .
7.
78070.00
173885.00
8. Total Gross Assets (total Lines 1-7) . . . . . .
"""""""'" 8.
9. Funeral Expenses & Administrative Costs (Schedule H) . . . . .
9.
31369.00
1 O. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
10.
2433.00
33802.00
11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Net Value of Estate (Line 8 minus Line 11) . . . . . .. """""'" . . . . 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13.
140083.00
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.O ~
16. Amount of Line 14 taxable
at lineal rate X .0 ~
17. Amount of Line 14
taxable at sibling rate X . 12
18. Amount of Line 14 taxable
at collateral rate X . 15
0.00
140083.00
15.
0.00
14 008 3 . 00 16.
17.
6304.00
0.00
0.00
18.
19. TAX DUE. . . . . . . . . . . . .
. . . . 19.
6304.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
D
Side2
L
15056042115
15056042115
-.J
REV-1500 EX Page 3 184-26-7422
Decedent's Complete Address:
File Number
21-07-0338
DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER
BOYD M BITTING 184-26-7422
STREET ADDRESS
4A ADAMS STREET
CITY Ii STATE I ZIP
ENOLA PA 17025
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
Co Discount
(1)
6304.00
Total Credits ( A + B + C ) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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)
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
6304.00
A Enter the interest on the tax due.
(SA)
6304.00
B. Enter the total of Line 5 + SA This is the BALANCE DUE. (5B)
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:
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . .. ..
Yes
D
D
D
D
D
D
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . .
c. retain a reversionary interest; or. . . . . . . . . . 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
d. receive the promise for life of either payments, benefits or care? 0 .. ........................ 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . 0 . . . 0 . . . . . . . . . . . . . . . . . . . . . .. .........
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . .
No
00
00
00
00
00
00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . .. ............. ................................ 00 D
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 exempt 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. ~9116(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. ~9116(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. 99116(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.
217
REV-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
BOYD M BITTING
FILE NUMBER
21-07-0338
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market vaiue is defined as the price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
House and lot of ground, 4-A Adams Street, Enola, Pennsylvania
See HUD-1 settlement statement attached.
VALUE AT DATE
OF DEATH
80,000
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
80,000
217
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
BOYD M BITTING
FILE NUMBER
21-07-0338
ITEM
NUMBER DESCRIPTION
1 1 st National Bank of Marysville, checking account, see statement attached
21st National Bank of Marysville, savings account, see statement attached
31st National Bank of Marysville, Christmas Club account, see statement attached
4 Real estate tax proration, see HUD-1 settlement statement attached
5 Miscellaneous personal property
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with riaht of survivorship must be disclosed on Schedule F.
VALUE AT DATE
OF DEATH
9,710
3,624
1,200
431
850
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
15,815
217
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
BOYD M BITTING
FILE NUMBER
21-07-0338
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. 1st National Bank of Marysville certificates of Deposit, IRA 78,070 100.00% 78,070
TOTAL (Also enter on line 7 Recaoitulation) $ 78 070
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
(If more space is needed, insert additional sheets of the same size)
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
21-07-0338
BOYD M BITTING
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Shalonis Funeral Home
3,103
B.
ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
Name of Personal Representative (s) Jeffrey L. BittinQ
Sociai Security Number(s) I EIN Number of Personal Representatlve(s)
Street Address 28 South Front Street
City WormleysburQ State PA Zip 17043
Year(s) Commission Paid: 2007
9,300
2.
3.
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
450
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
278
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
Expenses in connection with real estate sold (See itemization attached
18,110
8.
Advertising fee to Paxton Herald
38
9.
Advertising fee to Cumberland Law Journal
75
10.
Inheritance Tax filing fee to Register of Wills
15
TOTAL (Also enter on line 9 Recapitulation' $
(If more space is needed, insert additional sheets of the same size)
31 369
REV.1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE IDENT D CEDENT
ESTATE OF
BOYD M BITTING
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-07-0338
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
Final Bill to Comcast Cable
50
2.
Final Bill to GM Mastercard
330
3.
Final Bill to Chase Visa
189
4.
Final telephone bill to A TT
19
5.
Final Bill to Discover Card
1,845
TOTAL (Also enter on line 10, Recapitulation) $
(If more space IS needed. Insert additional sheets of the same size)
2,433
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
BOYD M BITTING
21-07-0338
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 Boyd M. Bitting, II Son 25%
2 Thomas R. Watts Step-son 25%
3 Carol E. Roth ~(- Daughter 25%
4 Jeffrey L. Bitting Son 25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 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 same size)
Expenses in connection with real estate sold
Expenses of sale from HUD-1 settlement statement
County & Township real estate taxes
Water bill
UGI
UGI
Appliance repairs
New swimming pool liner
Painting and carpeting
Water bill
Electrical repairs
Swimming pool repairs
UGI
PPL
Water to fill pool
Water bill
PPL
Sewer and trash
Pool supplies
UGI
Water bill
PPL
School real estate taxes
Pool supplies
Water bill
PPL
Swimming pool maintenance
Electrical repairs
UGI
Water Bill
PPL
UGI
UGI
Total real estate expenses
11,105
112
24
192
63
678
3,148
200
16
100
256
63
27
480
26
40
115
100
63
16
83
508
100
19
79
85
200
18
18
84
25
67
18.110
A Settlement Statement
U_S. Department of Housing
and Urban Development
OMB Approval No 2502-0265
B. Type of Loan
J FmHA 3 {X] Cony UnlOs 16 File Number 17. Loan Number: I 8. Mortgage Insurance Case Number:
] Conv Ins 400701510-CB 6101042
NOTE This form is furnished 10 give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown Items
marked "{po.c.)" were paid outside of Ihe closing: they are shown here for informational purposes and are no! included in the totals.
D. Name and Address of Borrower I E. Name and Address of Seller I F. Name and Address of Lender
JAMES C CLARK JEFFREY L. BITTING. EXECUTOR OF JONESTOWN BANK
ESTATE OF BOYD M. BITTING NKlA P.O BOX 717
2325 N. 2ND STREET BOYD MALCOLM BITTING JONESTOWN', PA 17038
HARRISBURG PA 17110
4-A ADAMS STREET
ENOLA, PA 17025
[ ] FHA
4 I ] VA
c
G. Property Location
4-A ADAMS STREET,
ENOLA. PA 17025
H. Settlement Agent
ECURED LAND TRANSFERS - MECHANICS BURG
Place of Settlement II. Settlement Date 09/24/2007
6~6~L~L~~~:URG PIKE Disbursement Date 09/24/2007
COUNTY. CUMBERLAND
PARCEL ID. 09-16-1050-018A
TOWNSHIP. EAST PENNSBORO TOWNSHIP
J. SUMMARY OF BORROWER'S TRANSACTIONS K, SUMMARY OF SELLER'S TRANSACTIONS
100. Gross Amount Due From Borrower 400. Gross Amount Due To Seller
101 Contract Sales Price $80,000,00 401. Contract Sales Price I $80,000.00
102. Personal Property 402. Personal Property I
103, Settlement Charges to Borrower $2.518.75 403. I
Adjustments For Items Paid By Seller In Advance Adjustments For Items Paid By Seller in Advance
113. CilylTown Taxes 413. CityfTown Taxes
114. County Taxes 150.3800/yr For 09/24/071hru 01101108 $40.79 414. County Taxes 150.3800/yr for 09/24/07 thru 01/01/08 $40.79
115. School Taxes 507.8200/yr for 09/24/07 thru 07101/08 $389.88 415. School Taxes 507.8200/yr for 09/24/07Ihru 07/01/08 $389.88
11 B. Assessments 418. Assessments
119 419.
121. Sewer & Refuse (July (Aug Sepl) 2007 115.00/qlr $8.75 421. Sewer & Refuse (July 1 Aug Sep11200711500/qtr $875
for 9/24/2007 to 10/1/2007 for 9/24/2007 to 10/112007
120. Gross Amount Due From Borrower I $82,958.17 420. Gross Amount Due To Seller I $80,439.42
200. Amounts Paid By Or tn Behalf Of Borrower 500. Reductions In Amount Due To Seller
201 Deposit or Earnest Money I $2,000.00 501. Excess Deposits I
202. Principal Loan Amount from Joneslown Bank I $84,129.00 502. Settlement Charges to Seller I $11,10500
203. Existing Loan(s) Taken Subject 10 I 503. Existing Loan(s) Taken Subject to I
Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Seller
210. 510.
211 511.
212 512.
213. CilyfTown Taxes 513. Cityrrown Taxes
214 County Taxes 514. County Taxes
218. Assessments 518. Assessments
219. 519
220. Buyer's Total Credits
300. Cash At Settlement From/To Borrower
301. Gross Amount Due From Borrower (line 120)
302. Less Amounls Paid By/For Borrower (line 220)
$66,129.00 520. Seller's Total Charges
I
$11,105.00
I
I
600. Cash At Settlement To/From Seller
$82.958.17 601. Gross Amount Due To Seller (line 420) I
$66,129.00 602, Less Deductions In Ami Due To Seller (line 520) I
$80,439.42
$11,105.00
303. Cash [X] From [ ] To Borrower
$16,829.17 603. Cash [X] To [ J From Seller
$69,334.42
400701510. CB
L Settlement Statement
Page 2
700, Total Sale Commission 80000.00 @ 6 % = 4800,00
Division of Commission (line 700) As Follows: Paid From Borrower's Paid From Seller's
701. $2825.00 to C21 Piscioneri Realty Funds AI Settlement Funds At Settlement
702. $1975.00 10 ERA NRT, ine
703. Commission paid al settlement $4,800.00
708. Service Fee 10 C21 Piscioneri Realty $195.00
709. Broker Administrative Fee to ERA NRT, loc $165.00
800. Items Payable In Connection With Loan
801. Loan Origination Fee
802. Loan Discount
803. Appraisai Fee 10 JBT FOR RSR APPRAISERS $350.00
804 Credit Report from Trans Union (POC 5.00)
805 Lender Inspection Fee
810. Document Preparation to Jonestown Bank & Trust Co $129.00
812 Flood Cert Fee from LandAmerica (pOC g.OO)
816. Real Estate Taxes (rom Jonestown Bank (POC 655.2000 by Seller)
900. Items Required By Lender To Be Paid In Advance
901 Inlerest
902 Mortgage Insurance Premium
903 Hazard Ins. Premium to Juniata Muluallnsurance Company (POC 193.0000 by Buyer)
904 Flood Ins. Premium
1000. Reserves Deposited With Lender
1001. Hazard Ins. Reserve
1002. Mortgage Ins. Reserve
1003. City Property Taxes
1004. County Property Taxes
1010. Aggregate Accounting Adjustment .
1100. Title Charges
1101. Settlement/Closing Fee
1102. Abstract or Tille Search
1103. Title examination
1104. Title Insurance Binder
1105. Document preparation Deed Preparation to Craig Diehl, ESQ. $100 00
1106. Notary fee to Cash $20.00 $10.00
1107. Attorney Fee
1108. Tille Ins. Total (0 Secured Land Transfers - Mechanicsburg $738.75
1109. Lender's Coverage $64129.00 ($)
1110. Owner's Coverage $80000.00 ($738.75)
1111. Endorsements-l00/300/900 ($150.00) to Secured Land Transfers - Mechanicsburg $150.00
1119. Wire Transfer Fee to Secured Land Transfers - Mechanicsburg $35,00
1127. Electronic Delivery & Handling Fee to Secured Land Transfers - Mechanicsburg $50.00
1200. Government Recording And Transfer Charges
1201. Recording Fees for Deed 38.50; Recording Fees for Mortgage 42.50
1202. City/County Tax/Stamps 80000
1203. Slale Deed Tax 800.00
1300 Additional Settlement Charges
$8100
$800.00
$800.00
1302. Pes I inspection (PaC)
1305. Home Inspection (POC)
1306. Pool Inspection (POC)
1307. ESCROW far Estate Taxes to Secured Land Transfers - Mechanicsburg $5,20000
1400. Total Settlement Charges $2,518.75 $11,10500
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief It IS true and accurate statement of all receIpts and disbursements
made on my accoun or by me in this transaction I further certify that I have received a copy of the HUD-1 Settlement Statement.
BUYERS
SELLERS
The HUD-1 Settlement Statement which t have prepared is a true and accurat
accordance with thiS statement.
Settlement Agent /7 K /)
Lr!Jf rJ (J()l 1~~dJQ
SECURED LAND TRANSFERS. MECHANICS BURG
J have caused or will cause the funds to be disbursed in
Date
09/24/2007
, I) isplay CIS InfolDlation ", ", "' 5 t, _,
iQisplay customer
, fxit
Boyd M Bitting
, .collateral
Deposits
Tax ID 184-26-7422
Branch nUJTlber
HOJTIe phone 717-732-0524
Bus iness phone 717-790-2604
Loans Other
0 .00 0
0 .00 0
Street
Messages
17025-2601
" Relationships
Maintenance
4
92,603.28
o .00
'boe
.._....__.M...._...........,1............................._._............_............"..............................._........._._...
3,624.37
76,069.96
1,200.00
.00 Account closed
.00 Account closed
closed
CS8500
SFlNC
LAST WILL AND TESTAMENT
OF
BOYD MALCOLM BITTING
C)
. r-...
:-~;"'"
:.,-',J
,
,
I....):)
. --j i ," ~
I, BOYD MALCOLM BITTING, currently residing atA-=-AAdams
.'- ._~ r~.)
-..., ~.
Street, Enola, Cumberland County, Pennsylvania 17025 being of soJDd
mind, memory and understanding do hereby make and publish this my
Last Will And Testament hereby revoking all previous Wills and
Codicils made by me.
Item I.
I order and direct that all of my just debts,
funeral expenses and inheritance taxes may be paid as soon as
conveniently possible immediately after my death.
Item II. I may leave a written list, which will be dated and
either in my own handwriting or signed by me, that sets forth my
wishes regarding distribution of specific personal property. The
list may include proceeds from any insurance policies.
I f I do,
then I intend it to qualify as an amendment to this Will.
If it
should be determined that any such list does not qualify as an
amendment to this Will, it is my hope that those entitled to share
in my estate will nevertheless respect it.
Item III.
All of the rest, residual, and remainder of my
estate, real, personal and mixed of whatever kind and wheresoever
situated, I give and bequeath equally, PER CAPITA, to my children
and stepchildren, CAROL ESTHER ROTH, THOMAS ROBERT WATTS, JEFFREY
LYNN BITTING and BOYD MALCOLM BITTING, II.
Item IV.
I hereby nominate and appoint my son, JEFFREY LYNN
BITTING, to be my personal representative.
If he is unable or
unwilling to serve I appoint THOMAS ROBERT WATTS.
Item V.
I direct that no Personal Representative appointed
under this Will be required to post any bond or provide any
security to serve in that capacity.
Item VI.
I confer on my Personal Representative, In addition
to those powers granted by law,
exercised in a prudent manner and
constituting a part of my estate:
A. To retain and to invest in all forms of real and
the following
applicable to
powers to be
all property
personal property, without being confined to
investments authorized by a statutory list, without
being required to diversify and regardless of any
principle of law limiting delegation of investment
responsibilities by executors or trustees;
B. To compromise claims and to abandon any property
which, in my personal representative's opinion, is
of little or no value;
c. To sell at private or public sale, to exchange or
to lease for any period of time, any real or
personal property, and to give options for sales or
leases;
2
D. To borrow from anyone, even if the lender is an
executor hereunder, and to pledge property as
security for repayment of the funds borrowed;
E. To join in any merger, reorganization, voting-trust
plan or other concerted action of security holders,
and to delegate discretionary duties;
F. To employ and to rely upon the advice given by
investment counsel, to delegate discretionary
authority to make changes in investments to
investment counsel, and to pay investment counsel
reasonable compensation in addition to any fees
otherwise paid to my personal representative;
G. To employ a custodian, to hold property
unregistered or in the name of a nominee (including
the nominee of any institution employed as
custodian), and to pay reasonable compensation to
the custodian in addition to any fees otherwise
payable to my personal representative;
H. To procure and carry at the expense of my estate
insurance of kinds,
forms and amounts deemed
advisable by my executor to protect my estate and
my personal representative against any hazard;
3
I. To commence or defend at the expense of my estate
any litigation affecting my estate deemed advisable
by my personal representative;
J. To conduct alone or with others any business In
which I am engaged or in which I have any interest
at my death, with all the powers of any owner with
respect thereto, including the power to delegate
discretionary duties to others, to invest other
property held hereunder in such business and to
organlze a partnership or corporation to carry out
such business; and
K. To distribute in cash or in kind.
IN WITNESS WHEREOF, I, BOYD MALCOLM BITTING, have to this my
Last Will And Testimony hereunto set my hand and seal this
day of 3- J (-ct-" , 2006.
4
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
Testator, BOYD MALCOLM, as and for his Will, in the presence of us
who, at his request, in his presence, and in the presence of each
other, all being present at the same time, have hereto set our hand
as witnesses:
1'/) 1 L
NAME ClfJ:a~
(J
RESIDING AT
cllLf CV l/~~&
0i/r)( ?~
J3Jeed...- r//
j J () JJ
N~~()G--
RESIDING AT
!03 N. <?,l,ST
l ENOYA-V::: t r){t {lo'-f3
5
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, BOYD MALCOLM BITTING, having been
according to law, acknowledge that I signed
instrument as my Will, and that I signed it as
voluntary act for the purposes therein expressed.
duly
the
my
qualified
foregoing
free and
)
/7 .-::/ /
,/ .~,~; j
./'a4?:J~
MALCOLM BITTING
r-
7'
We, having been duly qualified according to law, depose
and say that we were present and saw BOYD MALCOLM BITTING sign the
foregoing instrument as his Will; that he signed it as his free and
voluntary act for the purposes therein expressed; that each of us
in his sight and hearing and at his request signed the Will as
witnesses; and that to the best of our know ~ge h was at the time
18 years or more of age, of sound mind, an. unde no constraint or
undue influence.
t'-'"
------------~. ~
...--- "
\..... ~ ~ .'. ::::---
Witness <~
Subscribed, sworn to, or
before me by the above-named testator
names appear, on this ':?? day of
affirmed, and acknowledged
and by the witnesses whose
2006.
~:.~MMONl;VEALTH OF ?ENN'dYLV:-\Niii,
. -- I
; NOTAR~LS~.
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_:~.::~:y r'~~;m~~i~~on ~1~m~ D:;..[;, 1:\ 2"D.07" ~
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