HomeMy WebLinkAbout04-0577 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of' N l~ l~ t ~r'~,3 L. . ~lTT'/sxJ~["~No. ~..{-
also known as To:
Register of Wills for the
, Dec_eased. County of
Social Security No. ~O _'~ { O :~Fo ~'? Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/on, d8 years of age.or older an the execut
in the last will of the above decedent, dated ~.~bt.x.~ ~ 'q. ~
and codicil(s) dated
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ ,M. ~ (' r_ ~.- g ~ County, Pennsylvania, with
h ~. (- last family or principal residence at ~7~ ~ ~ ~xr~O~ c ~~~
(list street, number and muncipality)
Decendent, t~en ~ years of age, died ~ ~ I~ ~~
at ~7~ ~~ ~~ ~~~. ~~t~ l~O'.t~
Except as follows, decedent d~d not marry, was not d~vorced and d~d not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ) -.:
COUNTY OF Q__'ow-,Xo-~,~v.?t ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s)will well and t~ y ~dmi~ccording to law.
Sworn to or affjr_~ed and subscribed r
befqre me this -[ ~c~. , day of
- ~w Cxa.CLL~7 Reg~ter
No.
Estate0f ~',c~ L
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated Lo
described therein be admitted to probate and filed of record as the last will of.
and Letters ~ , ~
, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $ ~,
Short Certificates(_?, ) ' $
~~_~.~_. ~ .... $
TOTAL ~ $ ~-~
... ...................
Register of Wills"~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
I05.805 REx/'
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
i0327922
No. ~ Date
13
H105.143 Rev. 2/87
*~PRINT
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
CK INK
NAME OF DECEDENT (Fiat. Middll. LaM)
.... I SEX I SOCIAL SECURITY NUMBER ~ I DATE OF DEATH (Mo*tm, Day. Year)
,. marian ,.. ~ittinger ,. F 13 203 -- 10 -- 3697 I~ May 13, 2004
AGE(LI~,~L~y) I UNDERIYEARI UNDERIDAY DATE OF BIRTH BIRTHPLACE{CKyInd PLACE OF DEATH
---- I Mo~thl I Olyl I HO~J~I I Minutel I (l~3~h. Day, Year) I State ~'
COUNTY OF DEATH I CITY, BORO. TWP OF DEATH I FACILITY NAME (If
8L 18. Carlisle BDt•. I.d. ChapelPointe @ Carlisle
DECEDENTS USUAL (~CUPATION KIND OF BUBINESB I INDUSTRY I~AB DECEDENT EVER IN DECEDENT'B EDUCATION I
(~, ,--,~ ~, ,~ u.s. AN~D FORCES? I'~"' '~ ~"' ~' ="~"} I MARITALNeVe~. Marded,STATUEWIdow~l,' Mlrr~:l,SURVIVING SPOUSE
I
E~.~r/n~,'S~c~y ~ DivcxcecI (Specify) I (~ ,¢~. ~ ~ ~)
~:~) ,b. Her own h~ae ,2~',~ "°~
DECEDENTS MAIUNG ADDRESS (StmeL Cit~/Town. ~tete, Zip ~) I OECE~NTS
770 S. H~r St~
~,. ~lisle, PA 17013
FA~E~S ~ME (F~ ~, ~)
sr ~es ~. C~
INFORMANT'S NAME
R.
~7,.stete PA D~d~deflt 17~ Ya~,decede~tli~,dln twp.
17b. Could' Cumberland b~.~p? t7d.~I re,~:.~m~,~ Carlisle
MOTHERS NAME (F;rst, Middle, Maid~ 8~mame)
~,. Esther E. Farner .
INFORMANT'S MAILING ADDRESS (81met, Clty/Toum, State, ~p Code
~. 342 W. North St.~ Carl'isle, PA 17013
roTE OF msposrnoN ~.c~t Op~,S~OSITm. rome o~ Cemem~. ~ ILOCaT~O~. C~n'=,~. State. Z~
~sj.~'ort Cer~tery I=~. Carl±sle, PA
LICENSE NUMBER I NAM. E AND ADORESB OF FACILITY
FD 012633 L ' II~j. nq Brot'-h~rs lhmeral l-Iota=r Inc. r Carll.qle; ?A
I UCENBE NUMBER DATE SIGNED
(t*km~h, Dm/, Year)
WAS C~SE REFERRED TO A MEDICAL EXAMINER/~ORONER?
IMMEDIATE CAUSE (Find : ~ ~d d~
im~ (l~ ~8 a COHSEQ~NC~ OF~ :
TO
b.
.CAU.. (174mam~ or Injur/ClulI.' Ifil, INdng to immedteterrdllllld En~r --m UNDERLYINQl[12 DUE DUE TO (C~ A~ A COH~E~JENCE OF): TO (OR A8 A COHSEQUENC~ OF)c ::
PART #:~ .~v,,~'~,.;. ~.,.~.. ~ ~.;~Ring tO de.h, but
not re~ulting In the u~ c~use gtven In PART I.
WAS AN AUTOPSY WEREAUTO~YFINDtNG~ MANNEROEDEATH.~ 5 J
I~J~FORMED? IAVNL~LE PmoR TO I DATE OF INJURY TIME OF INJURy INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
I COMPLETI(~I OF CAUSEI Na{uml .l~ Hom~de I~1 (Mere. O.V.V.)
IOF DEATH? A~;ident [] ~'~-~ ~] Investlgmtfo~ Y"[] NoD
Y'[] NoD I-' [] [],.. ,,.. M.,
~.~ 1~.~. ~ .
~IER (C~ ~ ~)
~ ~N~I~ ~ C~ ~ (~ ~ ~ ~m ~ ~ ~ ~ ~ ~) ~ UCE~E NUMAR
~ ...... -~-.~-~.,-.~,~-.--.--~,)~ .... ~ ...................... u ,,, ~[~Ht ~ ,,,. m~h 13, '~
NAME AND ADDRESS OF PERSON WHO COkIPLETED CAUSE OF DEATH
(Item 27) Tyl~ or Prat
DATE FILED (ldonIn, Day, Year)
b±will.m
MARIAN L. BITTINGER
I, MARIAN L. BITTINGER, of 506 Franklin ~eet~
Carlisle, Pennsylvania , declare this to be my last Wi~.l,
hereby revoking all prior wills and codicils.
FIRST
The expenses of my last illness and funeral sh&~ll be
paid from my estate. I direct my personal representative to
have my remains interred in Kutz Cemetery, Cumberland County,
Pennsylvania. I further authorize my personal representative
to expend funds from my estate in such amount as my personal
representative shall consider necessary and desireable for the
purchase, erection and inscription of a suitable marker for my
grave.
SECOND
I give, devise and bequeath all my household furniture
and furnishings, books, pictures, jewelry, silverware,
automobiles, wearing apparel and all other articles of
household or personal use or adornment, to go to my children,
Barry L. Bittinger and Wendy C. Koser, per stirpes, to be
divided equally between them as they may agree; if they
cannot agree for any reason, my Personal Representative shall
make the decision and said decision shall be final.
THIRD
I give, devise and bequeath all the rest, residue and
remainder of my estate as follows:
A. I devise unto Wendy C. Koser, my daughter, per
stirpes, real estate known as 506 Franklin Street, Carlisle,
Pennsylvania, my residence.
B. Real estate consisting of 9 acres improved with a
cabin situate in Penn Township, Cumberland County,
Pennsylvania, previously recorded in Deed Book 19P, page 178,
shall be given, devised and transferred to Wendy C. Koser and
Barry L. Bittinger, my children, who are to take title as
joint tenants with the right of survivorship and not as
tenants in common, and I suggest that they keep the property
for enjoyment and recreation by themselves and their families.
C. Real estate known as 362 West North Street,
Borough of Carlisle, Cumberland County, Pennsylvania,
previously recorded in Deed Book 33J, page 941, shall be
given, devised and transferred to Barry L. Bittinger, my son.
D. Real estate known as Lot 23, Final subdivision
Plan of Silver Springs Industries, Inc., Plan Book 3, Page 19,
shall be given, devised and transferred to Barry L. Bittinger,
my son, on condition that the said Barry L. Bittinger shall
take the property under and subject to any outstanding
recorded mortgage and shall bear the responsibility for either
liquidating that mortgage or paying it off at the time of my
death. The payment of the mortgage shall be from his own
personal funds.
E. Ail the rest, residue and remainder of my estate
shall be divided equally between my two children, Barry L.
Bittinger and Wendy C. Koser, per stirpes.
FOURTH
I willfully and voluntarily make it my desire that my
life shall not be artificially prolonged under the
circumstances set forth below and do hereby declare:
A. If at any time I should have an incurable injury,
disease or illness certified to be a terminal condition by
two physicians, and where the use or application by any
person of artificial, extraordinary, extreme or radical
medical or surgical means or procedures calculated to prolong
my life would serve only to artificially prolong the moment of
death and where my physician determines that my death is
imminent, whether or not life-sustaining procedures are
utilized, I direct that such procedures be withheld or
withdrawn, and that I be permitted to die naturally and with
dignity.
B. In the absence of my ability to give directions
regarding the use of such life-sustaining procedures, it is my
intention that this directive be honored by my family and
physicians as the final expression of my legal right to refuse
medical or surgical treatment and accept the consequences of
such refusal.
C. I execute this directive with the understanding
-3-
that any person, hospital or medical institute which acts or
refrains from acting in reliance on and in compliance with
this directive shall be immune from liability otherwise
arising out of such failure to use or apply artificial,
extraordinary, extreme or radical medical or surgical means or
procedures calculated to prolong my life.
D. I understand the full import of this directive and
I am emotionally and mentally competent to make this
directive.
FIFTH
In addition to the powers conferred by law, I
authorize my personal representative, in his or her absolute
discretion:
A. To retain in the form received and to sell either
at public or private sale, any real or personal property; and
B. To manage real estate; and
C. To invest and reinvest in all forms of property
without being confined to legal investments and without regard
to the principal of diversification; and
D. To exercise any option or rights arising from
ownership of investments; and
E. To compromise claims without court approval and
without the consent of any beneficiary, but not limited to
claims by the Commonwealth of Pennsylvania with respect to
inheritance taxes on any future interest passing under this
will.
-4-
F. To continue the operation of any business that I
may own at the time of my death for the period of time and in
the manner that he, she or it considers advisable and to be in
the best interest of my estate, or to sell, or to liquidate
the business at the time and on the terms and conditions that
he, she, or it considers advisable and in the best interests
of my estate.
SIXTH
All shares of principal and income herein given shall
be free from anticipation, assignment, pledge or obligation of
any beneficiary and shall not be subject to any execution or
attachment.
SEVENTH
I nominate, constitute and appoint BARRY L.
BITTINGER, my son, as personal representative of this my
Last Will and Testament. In the event of the renunciation,
death, resignation or inability to act for any reason
whatsoever of my said son, I nominate, constitute and
appoint WENDY C. KOSER, my daughter, as personal
representative of this my Last Will and Testament. I hereby
relieve my personal representative from the necessity of
posting security in connection with duties as such in any
jurisdiction in which my personal representative shall be
called upon to act insofar as I am able by law to do so.
EIGHTH
It is my express desire and request that my personal
5
representative, whenever legal advice and assistance in the
settlement of my estate or in carrying out the purposes of my
will is required, shall consult and employ the law firm of
Bratic & Portko, Dillsburg, Pennsylvania, or its successors.
IN WITNESS WHEREOF, I, Marian L. Bittinger, have
hereunto set my hand and seal to this my Last Will and
Testament, consisting of 6 typewritten pages, the first 5
of which bear my signature ~ the margin for the purpose of
identification this /~ day of ~,j
MARIAN L. ITTINGER
SIGNED, SEALED, PUBLISHED AND DECLARED BY THE ABOVE
NAMED Testatrix, Marian L. Bittinger, as and for her Last Will
and Testament, in the presence of us, who at her request, in
her presence and in the sight
hereunto subscribed our names
of
/
and presence of each other, have
as witnesses.
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF ~ : SS
I, Marian L. Bittinger, the Testatrix, whose name is signed to
the foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed this
instrument as my Last Will and Testament; that I signed it
willingly and that I signed it as my free and voluntary act
for the purposes therein expressed.
Sworn or affirm~ to and ~knowled ed before me
the Testatrix, this ~/~day of~ ,g by
Mary . VerHage, .N~_ Put~
Test~atrix Marian- L. Bi~tinger
Nofary P~ih
--6--
COMMONWEALTH OF PENNSYLVANIA :
: ss
W~, ~0~'{~ ~'~J~" and
, the witnesses whose names are signed to the
foregoing instrument, being duly qualified according to law,
depose and say that we were present and saw the aforesaid
Testatrix sign and execute the instrument as her Last Will and
Testament; that she signed willingly and that she executed it
as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the
Testatrix signed the Will as witnesses; and that to the best
of our knowledge, the Testatrix was at the time eighteen (18)
or more years of age, of sound mind and under no constraint or
undue influence.
this
n or
day
~firmed ~ a~n~fd~ subscr~b~ t~e.fore
me,
Notary Public
/
-7-
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
BRATIC DUSAN
101 SOUTH U.S. ROUTE 15
DILLSBURG, PA 17019
RE: Estate of BITTINGER MARIAN L
File Number: 2004-00577
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 09/28/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA FARNER
Clerk of the Orphans' Court
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
BITTINGER BARRY L
342 WEST NORTH STREET
CARLISLE, PA 17013
RE: Estate of BITTINGER MARIAN L
File Number: 2004-00577
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 09/28/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Marian L. Bittinger
Date of Death: 5/13/2004
Will No. 21-04-00577 Admin. No. 2004-00577
To the Register:
I certify that notice of (beneficial interes0 estate administration required by Rule
5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries
of the above-captioned estate on 06/21/04:
Name Address
Barry L. Bittinger
Wendy C. Hoffman (formerly Koser)
342 West North Street
Carlisle, PA 17013
140 E. Louther Street
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto
Date: ~)~ /7. 6 c/ Signatu¢
Name:
Address:
Telephone:
Rule 5.6(a) except: N/A.
Dusan Bratic
101 South U.S. Route 15
Dillsburg, PA 17019
717-432-9706
L~: [¢1 02 d3S l~0.
Personal Representative
__X Counsel for Personal Representative
Cumberland County -Re9.r-t:)~.........
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
BRATIC DUSAN
101 SOUTH U.S. ROUTE 15
DILLSBURG, PA 17019
RE: Estate of BITTINGER MARIAN L
File Number: 2004-00577
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/13/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
SincerelYI
~~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
BITTINGER BARRY L
342 WEST NORTH STREET
CARLISLE, PA 17013
RE: Estate of BITTINGER MARIAN L
File Number: 2004-00577
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/13/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Marian L. Bittinger
Date of Death: 5/13/04
Estate File No.: 2004-00577
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: Within next 4 months
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No
b. Did the personal representative state an account informally to the
parties in interest? Yes No
Copies of receipts, releaseS,jOinderSEl1~ approvals of formal or informal accounts
may be filed with the Clerk of the Orphan's durt and may be attached to this report.
Date: !)- } I 0 lo t -. .~-------.._.
Si~ature
Dusan Bratic
101 South U.S. Route 15
Dillsburg, PA 17019
(717) 432-9706
Capacity:
Personal Representative
X
Counsel for Personal Representative
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REV-1500 EX + (5-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 4 0 0 577
""COuNTY"'Coi5E ---YEA~ - - 'NuMsER- -
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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Bittin er, Marian L.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
2 0 3 - 1 0 - 3 697
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
05/13/2004 09/21/1918
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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[X] 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy oITrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Dusan Bratic, Es . 101 South US Route 15
FIRM NAME (If Applicable)
Bratic & Portko Dillsburg, PA 17019
TELEPHONE NUMBER
717 -432-9706
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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3,287.07
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61,694.38
(8)
64,981.45
(9)
(10)
703.50
23,695.55
(11 )
(12)
(13)
24,399.05
40,582.40
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
40,582.40
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
X _(15)
40,582.40 X .045 (16)
X .12 (17)
X .15 (18)
(19)
1,826.21
1,826.21
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK .MATH < <
Ort.l6, N kV"
Decedent's Complete Address'
STREET ADDRESS Chapel Point @ Carlisle, 770 S. Hanover Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
1,826.21
Total Credits (A + B + C) (2)
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
150.53
5.
TotallnteresUPenalty ( D + E) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
150.53
4.
1,976.74
1,976.74
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 [X]
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [X]
c. retain a reversionary interest; or ...................................................................................................... 0 [X]
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [X]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 [X]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [X] 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which
contains a beneficiary designation? ....................................................................................................... 0 [X]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare th
Declaration of preparer other than th
SIGNATURE OF PERSON R PO
'ng accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
i . which preparer has any knowledge.
ADDRESS
PA 17013
DATE
ADDRESS
10 South US Route 15
Dillsburq
PA 17019
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
or a stepparent of the child is 0% [72 P.S. s9116(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 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. s9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(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.
.1 <; l)&\-j i\
~
rJ W y )J
~
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 \
[72 P.S. S9116 (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 su
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assl
the surviving spouse is the only beneficiary.
I (ii)].
~ven if
arent,
. ~''''~:.''''' '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Bittinaer. Marian L.
FILE NUMBER
21 04
00577
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
1.
DESCRIPTION
Checking Account at M& T Bank, Account #983388580
VALUE AT DATE
OF DEATH
3,287.07
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,287.07
~'''m:[''" '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Bittinaer. Marian L.
FILE NUMBER
21 04
00577
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.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST
(IF APPLICABLE)
1. Trust Account with Janus Capital Group, Acct #306708784 61,694.38 100. 61,694.38
Barry Bittinger Trustee,
TOTAL (Also enter on line 7, Recapitulation) $ 61,694.38
. ,
(If more space IS needed, Insert additional sheets of the same size)
REV-1511EX + (1-97)
, .
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Bittinaer Marian L.
21
04
00577
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Prepaid
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Barry BittinQer
Social Security Number(s) / EIN Number of Personal Representative(s) 206362342
Street Address 342 West North Street
City Carlisle State P A Zip 17013
Year(s) Commission Paid:
2. Attorney Fees Bratic & Portko 500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Add ress
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Filing & advertising 203.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 703.50
. .
(If more space IS needed, Insert additional sheets of the same size)
"~""~:l"" '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Bittinaer. Marian L.
FILE NUMBER
21
04
00577
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
23,695.55
1.
Department of Welfare Lien CIS 410298950 - See Attached Letter
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
23,695.55
. ~EV_'''3.CX.I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Bittinaer Marian L. 21 04 00577
RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee{s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Barry R. Bittinger Son 50%
342 W. North Street
Carlisle, PA 17013
2. Wendy C. Hoffman Daughter 50%
140 E. Louther Street
Carlisle, PA 17013
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - 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)
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG. PA 17105-8486
September 30, 2004
BRATIC & PORTKOS
DUSAN BRATIC ESQUIRE
101 OFFICE CTR STE A
101 SOUTH US RTE 15
DILLSBURG PA 17019
Re: MARIAN BITTINGER
CIS #: 410298950
SSN: 203-10-3697
Date of Death: 05/13/2004
Dear Ms. Bratic:
please be advised that the Department of Public Welfare maintains a
claim in the amount of $23,695.55 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $22,969.66, was incurred
during the last six months of the decedent's life; therefore, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $725.89, is to
be entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
~a.}rftJt
Debra A. Wiest
TPL Program Investigator
717-772-6713
717-772-6553 FAX
Enclosure
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL T AX.ES
DEPT 28060"1
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BITTINGER BARRY L
342 WEST NORTH STREET
CARLISLE, PA 17013
__n____ fold
ESTATE INFORMATION: SSN: 203-10-3697
FILE NUMBER: 2104-0577
DECEDENT NAME: BITTINGER MARIAN L
DA TE OF PAYMENT: 07/20/2006
POSTMARK DATE: 07/20/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 05/13/2004
NO. CD 006999
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,976.74
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,976.74
REMARKS: BITTINGER BARRY R
CHECK# 0098
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
09-04-2006
BITTINGER
05-13-2004
21 04-0577
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Mount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
REY:is4i-Ex-AFP-ioi:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIAN L FILE NO. 21 04-0577 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17121-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~[1'-Lh~~N~T~~OF IN,HERITANCE TAX
I"'~. "JC, t!I:~I~~E- OR DISALLOWANCE
"~!'~~I~ ASSESSMENT OF TAX
i1['0~_~!! [;1 ii;, ;.i:'" I '-,
. -.......1~.~, ~.J. ~t,\.L,'-,'
DUSAN BRATIC ESQ
BRATIC & PORTKO
101 S US RT 15
DILLSBURG
2006 SEP - 8 AM": , ~:~: TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHAN'S COURT
CUMRFQi"tcJ\!D Co., PA
PA 17019
ESTATE OF BITTINGER
'*
I
REV-1547 EX AFP (06-05)
MARIAN
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-04-2006
If an asses.-ent was issued preViouSly, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Une lit at Spousal rate liS)
16. A.ount of Line lit taxable at Lineal/Class A rate (16)
17. AlIOunt of Line lit at Sibling rate (17)
18. A.ount of Line lit taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estete (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
It. Hortgeges/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personel Property (Schedule E)
6. Jointly OWned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(It)
(S)
(6)
(7)
.00
.00
.00
.00
3.287.07
.00
61.694.38
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Chariteble/Governnentel Bequests; Non-elected 9113 Trusts
lit. Net Value of Estete Subject to Tax
703.50
(9)
liD)
23.695.55
lI1>
lI2)
lI3)
(lit)
(Schedule J)
NOTE:
.00
40,582.40
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
lI9)=
DATE
07-20-2006
INTEREST/PEN PAID (-)
150.53-
AMOUNT PAID
1,976.74
NUtlBER
CD006999
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sUbBit the upper portion
of this for. with your
tax pe~t.
64,981.45
~4.399 or;
40,582.40
.00
40,582.40
19 will
.00
1,826.21
.00
.00
1,826.21
1,826.21
.00
.26
.26
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cumberland County - Reglster UI Wl~~o
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
f":'::;'
..~-.I
Date: 4/24/2007
o
:::,J
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r'~)
BITTINGER BARRY L
~~, ...
. .~,..l
342 WEST NORTH STREET
CARLISLE, PA 17013
en
c:':)
RE: Estate of BITTINGER MARIAN L
File Number: 2004-00577
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/13/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
w
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
(j
:-0
. ~~;j
<f')
Date: 4/24/2007..
r-.~)
i~-""
.-.--"
BRATIC DUSAN
101 SOUTH U.S. ROUTE 15
c.
DILLSBURG, PA 17019
c::::.
RE: Estate of BITTINGER MARIAN L
File Number: 2004-00577
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/13/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
s:;.J
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Marian L. Bittinger
Date of Death: 5/13/04
Estate File No.: 2004-00577
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration ofthe above captioned estate:
1. State whether administration ofthe estate is complete:
Yes X No
2. Ifthe answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. Did the personal representative state an account informally to the
parties in interest? Yes X No
Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk ofthe Orphan's CQU and may be attached to this report.
tf3D 61
Date:
..
:"'1
Sign ure
Dusan Bratic
101 South U.S. Route 15
Dillsburg, P A 17019
(717) 432-9706
Capacity:
Personal Representative
X
Counsel for Personal Representative
1'..'-
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