HomeMy WebLinkAbout03-03-08 (3)
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REV.1500 EX (06-05)
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
OFFICIAL USE ONLY
..
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 !\
I ,
, "h IJj
Date of Birth
199 07 9225
12 06 2007
12 31 1914
Dec:edent's Last Name
Suffix
Decedent's First Name
MI
BORDNER
HARRY
E
(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
[!] 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12-13-82)
0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
[K] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Litigation Proceeds Received 0 1 0 Spousal Poverty Credit (date of death 0 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'
EARL RICHARD ETZWEILER (717) ~34 5600
Firm Name (If Applicable)
ETZWEILER AND ASSOCIATES
REGISTER OF WILLS USI= ONLY
First: line of address
105 NORTH FRONT STREET
Seccmd line of address
City ,or Post Office
DATE FILED
HJ.!.RRI SBURG
State
PA
ZIP Code
17101
Cornespondent's e-mail address:REtzweiler@Comcast.net
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief
it is tnle, correct and complete. Declaration of preparer other than the personal representative is based on all infornnation of which pre parer has any knowledge. '
SIGNATURE F E SONRE SIBtEFO~, '. DATE
7-C .// 2u~~ /C;:;:-J--r Sherwood Witmer, / " ( / ( <'
BOle 138, Berrysburg, PA 17005
SIGNATURE OF PREPARER OTHER THAN R.EPRESENTATIVE
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/
DATE
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Earl Richard Etzweiler
ADDRESS
,.:,'-
. '
i
I
,
105 North Front Street, Harrisburg, PA 17101
Side 1
L.
],505b01l],],1I7
],505b01l],],1I7
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PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF
Bordner, Harry E.
FILE NUMBER
21--
Unde,r 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 true, correct and complete. Declaration of preparer other than the personal representative is based on all information
of which preparer has any knowledge.
Signalture #2
Connie Byerly
1300 Park Drive, Apt. 17
Name
AddrE~ss1
AddrE!Ss2
City, State, Zip
Hummelstown, PA 17036
62 (,';! B ( D ~
Date
_J
15056042148
REV-1500 EX
Decedent's Name: Harry E. Bordner
Decedent's Social Security Number
199 07 9225
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B)...............................................................................
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)................
15. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
'7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
B. 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.
1L~. 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.
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, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.00
16.
9,860.16
17.
78,881.23
18.
19. Tax Due..... .......... ..... .............. ...................... ..... ................................ ........................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L,
15056042148
2.
4,604.40
5.
94,835.98
99,440.38
10,698.99
10,698.99
88,741.39
88,741.39
0.00
0.00
1,183.22
11,832.18
13,015.40
D
15056042148
~
REV-1500 EX Page 3
DecedlEmt's Complete Address:
File Number 21--
DECEDENT'S NAME
Harry E. Bordner
STREET ADDRESS
1700 Market Street
CITY I STATE IZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
12,364.63
650.77
Total Credits (A + B + C)
(2)
3. Interest/Penalty if applicable
D. Interest
1::. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
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.
13,015.40
13,015.40
(3)
(4)
(5) 0.00
(5A)
(5B) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PL.EASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ......................... ............ ................................. .................................. .............. ~ 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.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?......................................................................................................................
Yes
o
o
o
o
o
o
No
~
~
~
~
o
o
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. 99116 (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. 99116 (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 01' 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. 99116 1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is twelve (12) percent[72 P.S. 99116 (a) (1.3)]. A
sibling is de'fined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TESTAMENT
OF
HARRY E. BORDNER
I, HARRY E. BORDNER, of Mechanics burg Post Office, Cumberland County,
Pennsylvania, declare this to be my last Will and revoke all Wills and Codicils previously made by
me.
ITEM 1.
I give all my hunting equipment to my nephew, SHERWOOD WITMER. If
he fails to survive me, I give all my hunting equipment in as nearly equal portions as practicable to
the sons of Sherwood Witmer. Ifhis sons cannot agree as to the division of my hunting equipment,
the division shall be made by my Executrix, in her sole discretion, and her decisions shall be final.
ITEM 2.
I give the rest, residue, and remainder of my estate as follows:
(a) One share to KATHALEEN G. SCHAEFFER, DARLENE
FERSTER MURPHY, and WAYNE FERSTER, equally;
(b) One share to my sister, ARLENE BYERLY;
(c) One share to be divided equally between my brother, RALPH
BORDNER, and his children, equally;
(d) One share to be divided equally between the children of my sister,
SARAH WITMER;
(e) One share to my niece, DIANA LAVIN;
(f) One share to my niece, CONNIE BYERLY;
(g) One share to be divided equally among BRIAN SClillL TZ, BRAD
SClillLTZ, and SHERRY DAY;
(h) One share to be divided equally between my niece, GAY STROH,
and her children; and
297994-1
(i) One share to be divided equally between my niece, KIM
GUTSHALL, and her children.
If ARLENE BYERLY, DIANA LAVIN, and/or CONNIE BYERLY do(es)
not survive me, her or their share( s) shall lapse and be divided among the remaining eight or fewer
shares set forth in Item 3(a)-(i) above. If any ofthe persons designated by specific name or by
description such as "children" in Items 3(a), (c), (d), (g), (h), or (i) do(es) not survive me, his or her
share(s) shall be divided equally among the surviving persons who take portions of the respective
share (a), (c), (d), (g), (h), or (i), rather than being divided among recipients of other shares.
ITEM 3. I direct that all my just debts and the expenses of my illness and burial,
including the disposition of my remains, shall be paid from my residuary estate as soon as
practicable after my death and as part of the expense of the administration of my estate.
ITEM 4. My Executor and Executrix shall have the following powers in addition to
those vested in them by law and by other provisions of my Will applicable to all property, whether
principal or income, exercisable without court approval, and effective until actual distribution of all
property:
(a) To retain and invest any and all assets in my estate without
restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper,
without regard to any principle of diversification of risk;
(b) To sell at public or private sale, to exchange, or to lease for any
period oftime any real or personal property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions as they deem proper;
(c) To allocate receipts and expenses to principal or income or partly to
each as they in their sole discretion think proper;
(d) To compromise claims;
(e) To distribute in cash or kind or partly each;
297994-1
(f) To exercise any law given option to treat administration expenses
either as income tax or estate tax deductions, without regard to whether the expenses were
paid from principal or income, and without requiring reimbursement; and
(g) To disclaim inheritances.
ITEM 5.
I appoint my niece, CONNIE BYERLY, and my nephew, SHERWOOD
WITMER, Co-Executors. If either fails to qualify or ceases to act, I appoint the other as sole
Executor.
ITEM 6.
No bond shall be required of my Personal Representatives, but if bond is
nevertheless required, it shall be without surety.
ITEM 7.
I note to my Executor and Executrix that I have retained the services of
Jered L. Hock, Esquire, and the firm of Metzger, Wickersham, Knauss & Erb, P.C., in connection
with the writing of this Will.
Executed on f c: I? ( - g er
,2004.
/{ il ,!, ~.h...~
Harry E. ordner
In our presence HARRY E. BORDNER signed this three (3)-page Will and declared it to be
his Will and now, at his request, in his presence, and in the presence of each other, we sign as
witnesses:
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Residence
297994-1
ConunonwellithofPennsylvmna
County of _D(QLt.f 11 (~Y)
We, HARRY E. BORDNER, and :re ~ L < +-Gck , and
11Ju ^J 9 -s l.,tH K-u'J , the Testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testator signed and executed the instrument as his Last Will
and that he had signed willingly (or willingly directed another to sign for him), and that he executed
it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testator, signed the Will as witness and that to the best of our
knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
ss.
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Testator
~~
Witness
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SWORN to or affirmed and acknowledged before me by the above named Testator and witnesses
this Cpt"' day of Fe b V u ~ "V ' 2004.
aJ,e. j}? fJtIP,^_
Notary Pu ic
My Commission Expires:
(SEAL)
Notarial Seal
.Angela M.. Miller, Notary Public
CIty of Ramsburg, Dauphin County
My Commission Expires Oct. IS, 2006
297994-1
Rev-1S03 f.J(+ (6-98)
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSY\.VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bordner, Harry E.
ESTATE OF
IFILE NUMBER
21--
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 72 shares of MetLife Insurance Company stock @ 4.604.40
$63.95 per share = $4,604.40
TOTAL (Also enter on Line 2, Recapitulation) 4,604.40
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 fonm software only The Lackner Group, Inc.
Form PA-1500 Schedule 8 (Rev. 6-98)
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Home I Quotes News i industries 'Markets Historical Quotes BlgReports Iii Ad'v81J!Ctif Tools I Premium Products
This Historical Quotes tool allows you to look up a security's exact closing price.
Simply type in the symbol and a historical date to view a quote and mini chart for that security.
Enter Symbol: MET
Enter Date: 12/06/07
Metlife line
Thursday, December 06, 2007
Closing Price:
Open:
High:
Low:
Volume:
64.10
63.77
64.60
63.30
4,143,000
Go To Charting 'il11~ ~
~l
No Splits
2-Month Daily Chart of Metlife Inc
High price of $64.60 + low price of $63.30 = $127.90 divided 2 == $63.95 per share
Rev-1508 EX+ (6-98)
.*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bordner, Harry E.
IFILE NUMBER
21--
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 Halifax National Bank Checking Account #210332210, date of death balance
$4,701.36
VALUE AT DATE
OF DEATH
4.701.36
2 Highmark - reimburse for medical expenses
41.58
3 Highmark - reimburse for medical expenses
92.25
4 PNC Bank Certificate of Deposit #5004876096, balance of $88,294.99
88.294.99
5 PNC Bank, Checking Account #5004389845, balance of $1,705.80
1.705.80
TOTAL (Also enter on Line 5, Recapitulation)
94.835.98
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
!:.mID
Halifax National Bank
December 13, 2007
Etzweiler and Associates
Attorneys-At-Law
105 North Front Street
Harrisburg PA 17101-1436
Account Number(s)
Type of Account
Date Opened
Principal Balance at date of death
Accrued Interest not
disbursed as of date of death
Maturity Date
Primary Owner of Account
Name of Joint Owner, if any
Beneficiary, if any
Date Joint Ownership was
Established
If within 1 year of death of
Decedent could prior Account
Be traced into a prior Joint
Account in existence over
1 year prior to death of
Decedent
Re: Harry E Bordner
SSN: 199-07-9225
DaD: 12/06/2007
210332210
Checking
January 31, 2006
$4,701.36
Harry E Bordner
saf'-D~:itBOX(') ~J.Ak~-e~\ 't~
Knstm Beaver
Third St., P.O. Box A · Halifax, PA 17032 · Phone: (717) 896-3433
o PNCBAN<
PNC Bank. National Association
Cashier's Check
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~ HARRY E BORDNER ESTATE
~ Pay to d1e Order of C/O SHERWOOD WITMER
::;;
cr;
g fuh1y-eight Thousand Two Hundred Ninety-four Dollars And Ninety-nine Cents
Non-Negotiable
Customer Copy
5004876096
Remitter
o PNCBAN<
PNC Bank. National Association
Cashier's Check
o
o
10
o
,;,
M
~ Pay to the Order of HARRY E BORDNER ESTATE
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One Thousand Seven Hundred Five Dollars And Eiqhty Cents
Non-Negotiable
Customer Copy
5004389845
Remitter
No. 00940021
Date January 9, 2008
$ 88,294.99
No. 00939981
Date January 9, 2008
$ 1,705.80
REV-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Bordner, Harry E.
Debts of decedent must be reported on Schedule I.
I FILE NUMBER
21--
ESTATJ:: OF
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Sherwood Witmer Connie Byerly
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address Box 138
City Berrysburg
Year(s) Commission paid
State PA Zip 17005
4,972.02
2.
Attorney's Fees
Earl Richard Etzweiler
4,972.02
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
256.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule(s) attached
498.95
TOTAL (Also enter on line 9, Recapitulation)
10,698.99
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-15021::X+ (6-98)
SCHEDULE H.87
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAA RETURN
RESIDENT DECEDENT
Bordner, Harry E.
IFILE NUMBER
21--
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
1 Cumberland Law Journal, advertise Estate 75.00
2 Etzweiler & Associates, postage, photocopies, notary fees, etc. 100.00
3 Register of Wills of Cumberland County, 2 Short Certificates 8.00
4 Register of Wills of Dauphin County, take Oath 20.00
5 West Shore Patriot News, advertise Letters 295.95
Subtotal
498.95
Copyright (c:) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
REV-1513 10)(+ (9-O0)
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMIBER
Bordner, Harry E.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21--
RELATIONSHIP TO
DECEDENT
00 Not Ust Trustee{s)
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Sharon L. Bittle
138 Otto Road
Neshanic Station, NJ 08853
Niece
1/54 of Residue
of Estate
1,643.35
Kathy Bordner
1165 Mount Pleasant Road
Sunbury, PA 17801
Niece
1/54 of Residue
of Estate
1,643.35
Michael L Bordner
426 South 4th Street
Sunbury, PA 17801
Nephew
1/54 of Residue
of Estate
1,643.35
Randy W Bordner
1324 Millers Bottom Road
PA 17856
Nephew
1/54 of Residue
of Estate
1,643.36
Arlene Byerly
1300 Park Drive, Apt. 17
Palmyra, PA 17078
Sister
1/9 ofthe
Residue of
Estate
9,860.16
See continuation schedule attached Continuation
Total 88,741.39
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
SCHEDULE .J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Harry E. Bordner 12/06/2007 199-07-9225
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Connie Byerly Niece 1/9 of Residue of 9,860.16
1300 Park Drive, Apt. 17 Estate
Palmyra, PA 17078
7 Sherry Day Niece 1/27 of Residue of 3,286.72
2215 SE Stonehaven Road Estate
Port Saint Lucie, FL 34952
8 Darlene Ferster Murphy Niece 1/27 of Residue of 3,286.72
11 Tower Lane Estate
Lincoln University~ PA 19352
9 Wayne Ferster Nephew 1/27 of Residue of 3,286.72
304 Sunrise Circle Estate
Rising Sun, MD 21911
10 Kim Gutshall Niece 1/27 of Residue of 3,286.72
128 West Portland Street #2 Estate
Mechanicsburg, PA 17055
11 Pauline Gutshall Niece 1/54 of Residue of 1,643.36
316 North Nyes Road Estate
Harrisburg, PA 17112
12 Carla Hagy Niece 1/27 of Residue of 3,286.72
530 Schroney Lane Estate
Dauphin, PA 17018
13 Diana Lavin Niece 1/9 of Residue of 9,860.16
203 Whiskey Springs Road Estate
Dillsburg, PA 17019
1
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Harl1' E. Bordner 12/06/2007 199-07-9225
Item Name and Address of Person(s) Share of Estate Amount of Estate
Numbl~r Receiving Property Relationship (Words) ($$$)
14 Violet Lewis Niece 1/54 of Residue of 1,643.36
897 Stewart Hill Road Estate
Cross Fork, PA 17729
15 Ruth Minnich Niece 1/54 of Residue of 1,643.36
130 Hoffman Road Estate
EJizabethville, PA 17023
16 Ralph Munster Nephew 1/54 of Residue of 1,643.35
Aachener Str 237 Estate
B-4701
Kettenss, Belgium
17 Lucille Noecker Niece 1/54 of Residue of 1,643.36
2617 Point Township Drive Estate
Northumberland, PA 17857
18 Sandra L Ressler Niece 1/54 of Residue of 1,643.35
1165 Mount Pleasant Road Estate
Sunbury, PA 17801
19 Kathaleen G. Schaeffer Niece 1/27 of Residue of 3,286.72
117 Castelstone Drive Estate
Elkton, MD 21921
20 Brad Schultz Nephew 1/27 of Residue of 3,286.72
97 Vanderlyn Drive Estate
Chesapeake City, MD 21915
21 Brian Schultz Nephew 1/27 of Residue of 3,286.72
704 Wheatley Road Estate
North East, MD 21901
2
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Harry E. Bordner 12/06/2007 199-07-9225
Item Name and Address of Person(s) Share of Estate Amount of Estate
Numbl~r Receiving Property Relationship (Words) ($$$)
22 Brent Stroh Nephew 1/36 of Residue of 2,465.04
419 Bernheisel Br. Rd Estate
Carlisle, PA 17013
23 Gay Stroh Niece 1/36 of Residue of 2,465.04
352 South Front Street Estate
Sunbury, PA 17801
24 John Stroh Nephew 1/36 of Residue of 2,465.04
409 Wood haven Drive Estate
Monroeville, PA 15146
25 Sammy G. Stroh Nephew 1/36 of Residue of 2,465.04
479 2nd Street Estate
Northumberland, PA 17857
26 Kristie Torres Niece 1/27 of Residue of 3,286.72
164 Logan Road, Apt. 2B Estate
Dillsburg, PA 17019
27 Sherwood Witmer Nephew 1/54 of Residue of 1,643.36
PO Box 138 Estate
Mechanicsburg, PA 17055
28 Stewart Witmer Nephew 1/54 of Residue of 1,643.36
P.O. Box 114 Estate
Mechanicsburg, PA 17055
Total 72,307.82
3
ETZWEILER AND ASSOCIATES
A TTORNEYS-A T -LAW
105 NORTH FRONT STREET
HARRISBURG, PA 17101-1436
Office hours: Mon.-Fri. 8:00 a.m.-5:00 p.m.
(717) 234-5600
Earl Richard Etzweiler, Esquire
Christian S. Daghir, Esquire
HAUFAX UN E
(717) 896-3737
Fax Line: (717) 234-5610
Email Address:retzweiler@comcast.net
2 West Main Street
Elizabethville, PAl 7023
(717) 362-8395
Office hours: Thurs. 7:00 p.m.-9:.DO p.m.
225 Market Street
MilIersburg, P A 17061
(717) 692-2519
Office hours: Tues. and Fri. 4:00 p.m.-8:00 p.m.
Sat. 10:00 a.m.-12:00 noon
February 29,2008
.~',',)
Register of Wills
Cumberland County Courthouse
Courthouse Square
Carlisle, P A 17013
(11
Re: Harry E. Bordner
Dear Sir or Madam:
Please find enclosed the original and two copies of the Inheritance Tax Return in
regard the above matter. One copy does not include the attachments. I am also enclosing
the original and one copy of the Inventory together with $30.00 in cash to file both
documents. Please time-stamp the copies and return one copy of the Inheritance Tax
Return and the Inventory to my office in the enclosed self-addressed postage prepaid
envelope.
I am also enclosing a check in the amount of $12,364.63 III payment of the
inheritance tax due. Please return the receipt in the above envelope.
Please contact my office if you need anything further in this matter.
V7tru1Y YO/, [
clLAic(j
Christian S. Daghir
CSD:klp
Enclosures
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