HomeMy WebLinkAbout07-28-10 (2)4
1505610140
1500 EX `°'~'°'
REV
- OFFICIAL USE ONLY
PA Department of Revenue' County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO Box 280601 2 1 0 9 0 9 7 6
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW
1 8 6 2 6 8 5 1 8 1 0 0 5 2 0 0 9 0 6 0 8 1 9 2 9
Decedent's Last Name Suffix Decedent's Firs t Name MI
B I K L E H A R R Y D
(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 1MITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-$2)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
OX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. Q)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIOfW SHOULD BE DIRECTED T0:
Name Daytime Telephone Rlumber
B E N J A M I N J B U T L E R 7 1 7 2 3 6 1 4 8 5
First line of address
5 D D N T H I R D S T R E E T
Second line of address
P O B O X 1 0 0 4
City or Post Office
H A R R I S B U R G
State ZIP Code
REGISTER OF YNILLS USE
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Correspondent's a-mail address: LAWYERS(a~,BUTLERLAWFIRM.COM
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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 true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparers. has any knowledge.
S-I'GNA~TU F FiRSON RESPO E FOy~(LING RETURN ~ ` ~~ bAT
~~~o~~~
134 EAST,~REET WILLIAMSTOWN PA 17098
SIGNATURE P ROT THAN REPRESENTATIVE DATE
500 N THIRD STREET, PO BOX 1004 HARRISBURG PA 17108
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610140 1505610140 J
A
15D5~i~0240
r.
REV-1500 EX Decedents Social Security Number
decedents Name: HARRY D- B I K L E 1 8 6 2 6 8 5 1 8
RECAPITULATION
1 8 1 8 9 3. 9 0
1. Real Estate (Schedule A) ........................................... 1.
2. Stocks and Bonds (Schedule B) ...................................... 2. 2 7 2 1 2. 6 ?
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) .......................... 4.
3 3 5 3 5. 6 2
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5.
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 2 3 1 4 . 5 7
7. Inter-Vivos Transfers & Miscellaneous N Probate Property
arate Billin
Re
uested
~ Se
h
l
G
S
d
7 6 8 3 7 5. 0 3
.......
g
q
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e
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e .
8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 3 1 3 ~ 3 1. 7 9
9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 2 5 2 1 6 . 1 1
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ... ... ....... 10. 6 °~ 2 4 . 9 8
11. Total Deductions (total Lines 9 and 10) ..................... ... ....... 11. 3 2 1 4 1. 0 9
12. Net Value of Estate (Line 8 minus Line 11) .................. ... ....... 12. 2 8 1 ~, 9 D • 7 0
13. Charitable and Governmental Bequests/Sec 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. 2 8 1 1 9 D . ? 0
TAX CALCULATION -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 _ 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate x .045 2 7 1 1 9 0. 7 0 16. 1 2 2 D 3. 5 8
17. Amount of Line 14 taxable
at sibling rate X .12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate x .15 1 0 0 0 0. 0 0 1 g. 1 5 0 0. 0 0
19. TAX DUE ......................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1 3 7 0 3. 5 8
Side 2
1505610240 150561024q J
REV-1500 EX Page 3'
I~er_pdent's Complete Address:
File Number
21 09 0976
DECEDENTS NAME
HARRY D. BIKLE
STREET ADDRESS
325 Wesle Drive
Cry
Mechanicsburg STATE
PA ZIP
17055
Tax Payments and Credits:
~ ~ Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments 10,000.00
B. Discount 526.30
3. Interest
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.
(1) 13,703.58
Total Credits (A + B) (2) 10,526.30
(3) 6.29
(4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3,183.57
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THEE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ..................................................................... . ^ 0
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? ...................................................................................... . ^ 0
3. Did decedent own an 'intrust for' or payable-upon-death bank account or security at his or her death? ........ . ^ ^X
4. Did decedent own an individual retirement acxxwnt, annuity or other non-probate property, which
contains a beneficiary designation? .................................................................................................. ~ ^
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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving, spouse is 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 21 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 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 4.5 percent, except as noted in
72 P.S. §9116(1.2) p2 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 12 percent [72 P.S. §91'16(a)(1.3)J. Asibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (01-1Cn
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
REAL ESTAt
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
HARRY D: BIKLE 21 09 0976
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a vrilling seller, neither being compelled to buy or sell, both having reasonable knolwledge of the relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. Property at 734 Black Gap Road, Greene Township, Franklin County, PA 173,520.60
Value = (Common Level Ratio)(Assessed Value)
Value =(8.62)($20,130.00) _ $173,520.60
2. Time Period 29 -Unit #DV77, Smithfield Township, Monroe County, PA 3,038.10
Value = (Common Level Ratio)(Assessed Value)
Value =(7.41)($410.00) _ $3,038.10
3. Time Period 31 -Unit #R25, Smithfield Township, Monroe County, PA 2,297.10
Value = (Common Level Ratio)(Assessed Value)
Value =(7.41)($310.00) _ $2,297.10
4. Time Period 28 -Unit #80D, Smithfield Township, Monroe County, PA 3,038.10
Value = (Common Level Ratio)(Assessed Value)
Value =(7.41)($410.00) _ $3,038.10
TOTAL (Also enter on Line 1, Recapitulation. '~ S 181.893.90
If more space is needed, use additional sheets of paper of the same size.
REV-1503 FJ(+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCI~~ $~ ~t~NDS
ESTATE OF tlLt IYUMt3tK
HARRY D. BIKLE 21 09 0976
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 302 shares Prudential Financial, Inc. (PRLJ) @ $48.39 14,613.78
2. ~26 shares MetLife, Inc. (MET) @ $36.55
3. ~ 872.8805 shares Nuveen PA Investment Quality Muni Fund (NQP) @ $13.345
TOTAL (Also enter on line 2, Recapitulations ~I, ;
(If more space is needed, insert additional sheets of the same size)
950.30
11,648.59
REV-1508 EX + (6-98)
SCHEDULE E
CASH, BANK bE~OSItS, & MISC.
COMMONWEALTH of PENNSYLVANIA
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HARRY D. BkKLE 21 09 0976
Indude the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with nght of survivorship must be dlscbsed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Orrstown Bank -Checking Account No. 111000126 313.35
with accrued interest of $0.00
2. 2005 Mercury Grand Marquis 10,000.00
3. . 1993 Ford F150 750.00
4. Junk Vehicles 400.00
value based on sale
8. Asbury Communities (Bethany Village) 17,293.00
9. 2009 1040 -Refund 962.00
10. Highmark -Refund 309.75
11. Liberty Mutual -Refund 24.00
12. USAA 1,391.67
13. Genworth Financial -Refund 4.95
14. BOC Fair Fund Administrator 10.30
15. Tractor 2,000.00
16. Accrued Rent 76.60
TOTAL (Also enter on line 5, Recapitulation) ~ S 33,535.62
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-(~Wl~~b p~tO~~RTY
ESTATE OF: FILE NUMBER:
HARRY D. BIKLE 21 09 0976
If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Sr:hedule G.
SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT
A. Sharon M. Heller
126 Kime Street, Box 342
Bendersville, PA 17306
Daughter
B.
C.
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECEDENTS
.INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1. A. 4/16/07 PNC Bank -Checking Account No. 51-8003-4779 3,913.70 50. 1,956.85
with accrued interest of $.02
2. A. 4/16/07 PNC Bank -Savings Account No. 50-3009-7977 715.43 50. 357.72
with accrued interest of $.01
TOTAL (Also enter on Line 6, Recapitulation} I S 2,314.57
It more space is needed, use additional sheets of paper of the same size.
REV-1510 EX+ (08-09)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER•VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
OF
HARRY D. BIKLE 21 09 0976
This schedule must be completed and filed 'rf the answer to any of questans 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDETHENAMEDFTHETRANSF6tEE.THEiRRELATIONSHIPTODECEDENiAND
THE DATEDFTRANSFER.ATTACHACDPYOFTHEDEEDFDRREALE5rATE
DATE OF DEATH
VALUE OF ASSET
960FDECD'S
INTEREST
EXCLUSION
pFnPPUCN~
TAXABLE
VALUE
1. AXA Equitable -Accumulator Plus Rollover IRA - Acct No 300 639 535 68,375.03 100.00 68,375.03
Beneficiaries: Kathleen A. Kuehl, Sharon M. Heller,
Jeffrey M. Bikle and Stephen D. Bikle (all lineal)
__ _ _ TOTAL (Also enter on Line 7, Recapitulation) ~ ~ 68,375.03
If more space is needed, use addilanal sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEatJLE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
HARRY D. BIKLE 21 09 0976
Decedents debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myers Funeral Home, Inc. 10,100.00
2. Shull-Koontz 663.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2. Attorney Fees: Butler Law Firm
3. Family Exemption: (If decedents address is not the same as claimants, attach explanatbn.)
Claimant
Street Address
Cily State ZIP
Relationship of Claimant to l~cedent
4. I Probate Fees:
10,750.00
394.00
5 Acxxwntant Fees:
6. Tax Return Preparer Fees: Wagner Associates (2009 1040/PA-40); BLF (2009-10 1041/PA-41) 700.00
7. Cumberland Law Journal -Estate Advertising 75.00
8. The Sentinel -Estate Advertising 283.12
9. Cumberland County Register of Wills -Short Certificates 40.00
10. Overnight Mail 28.09
11. Cumberland County Register of Wills -Filing Fee 30.00
12. Notary Fees 15.00
13. USAA -Bank Fees 34.00
14. USAA -Check Fee 24.33
15. Monroe County Recorder of Deeds 179.00
16. Co-Executor Expenses 1,792.37
17. Penndot - 2005 Mercury Grand Marquis (transfer fees) 58.50
18. Penndot/AAA - 1993 Ford F150 (transfer fees) 49.70
TOTAL (Also enter on Line 9, Recapitulation) 5 25.216.11
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-08)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHE~WI~~ I
DEBTS QF DECEDENT,
MORTGAGE.LIABILITIES, 8~ LIENS
ESTATE OF FILE NUMBER
HARRY D. BIKLE 21 09 0976
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Asbury Communities (Bethany Village) 986.42
2
3. (Bank of America -Account No. **** **** **** 8502
4. (Discover Card - Account No. **** **** **** 0481
5. 12009 PA-40 -Tax Due
6. Bank of America (AAA) -Account No. **** **** **** 3377
7. Continuing Care Rx
TOTAL (A{so enter on Line 10, Recapitulation) ' I ;
If more space is needed, Insert additional sheets of the same size.
30.22
5,730.59
118.75
14.00
15.00
30.00
REV-1573 EX+(07-10,1
pennsylvania ~ SCHEC~UL~ J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
ueuT2V 11 RTKT.R 21 09 0976
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 (lndude outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1. Kathleen A. Kuehl Lineal 81,679.08
134 East Street
Williamstown, PA 17098-1401
2. Sharon M. Heller Lineal 83,993.66
126 Kime Street, Box 342
Bendersville, PA 17306
3. Jeffrey M. Bikle Lineal 23,838.88
326 Cape Henry Drive
Corpus Christi, TX 78412-2632
4. Stephen D. Bikle Lineal 81,679.08
1721 S. Main Street
Bechtelsville, PA 19505-9462
5. Bonnie L. Osman Collateral 10,000.00
181 Lost Hollow Road
Dillsburg, PA 17019
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S
ff more space is needed, use additional sheets of paper of the same size.
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death: 10,000.00
Discount: 526.30
Interest Table
Year Days Delinquent
this time period Balance Due
this year Interest
this period
Before 1981
1982
1983
1984
1985
1986
1987
1988 throu h 1991
1992
1993 throu h 1994
1995 throu h 1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010 18 3 177.28 6.29
TOTALS 18 6.29
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
Total Balance Due on January 17, 1996:
Penalty:
I, HARRY D. BIKLE, of Silver Spring Township, Cumberland County,
Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby
revoking all Wills and codicils by me at any time made.
IT~NLl• I direct my Executrices to pay the expenses of my last illness and
funeral expenses from the property passing under this Will as an expense and cost of
administration of my estate.
ITEa~L~• I direct that all inheritance and estate taxes becoming due by reason of
my death, whether such taxes may be payable by my estate or by any recipient of any property,
shall be paid by my Executrices out of the property passing under ITEM 3 of this Will as an
expense and cost of administration of my estate. My Executrices shall have no duty or
obligation to obtain reimbursement for any such tax so paid, even though on proceeds of
insurance or other property not passing under this Will.
j~,~. I give, devise and bequeath all the rest, residue and remainder of my
estate of any kind whatsoever, real, personal or mixed, and wheresoever situate, unto my
children, KATHLEEN A. KUEHL, of Jennerstown, Pennsylvania, SHARON M. HEELER of
Bendersville, Pennsylvania, STEPHEN D. BIKLE of Bechtelsville, Pennsylvania, and
.~
,,
JEFFREY M. BIKLE of Corpus Christi, Texas, equally, shaze and share alike. In the event that
one or more of my children should not then be living, his or her share shall be distributed to his
or her children, if any, in equal shares, or if none, to my surviving children in equal shazes.
ITE~l4. In addition to the powers conferred by law, my Executrices shall have
the following powers:
(a) To retain in their absolute discretion and for such period as to them
shall seem advisable, any and all assets constituting my estate, without liability for any loss
incurred by reason of the retention of such assets.
(b) To change investments and properties, and to invest and reinvest all or
any part of the corpus of my estate, in such securities, investments, or other property as to them
seem advisable and proper, irrespective of whether the same are authorized for the investment of
estate funds by the laws of the Commonwealth of Pennsylvania.
(c) To sell all or part of the property which at any time may constitute a
part of my estate, at such time, upon such terms, for cash or on credit, with or without security, in
such manner and at such prices, either at public or private sale, as to them shall seem advisable
and proper, and to execute good and sufficient deeds and bills of sale therefor.
(d) To lease any property held by them and for the duration of the term,
irrespective of the provisions of any statute or of the termination of my estate; and to mortgage,
pledge, collect, convert, redeem, exchange, or otherwise dispose of any securities or other
property at any time held by them.
-2
(e) To borrow money, whether to pay taxes, exercise subscriptions, rights,
and options pay assessments or to accomplish any other purpose of any nature incidental to the
administration of my estate, and to pledge any securities or other property held by them as
r.°. .~
,.
security therefor.
(f j To enforce any bonds, mortgage, or other obligations or liens held
hereunder; to enter upon such contracts and agreements and to make such compromises or
settlements of debts, claims, or controversies as they may deem necessary or advisable; to submit
to azbitration any matter or difference; to vote personally or by proxy any shares of stock which
may at any time be held by them hereunder:
(g) To consent to the reorganization, consolidation, merger, liquidation,
readjustment of or other change in any corporation, company or association, or to the sale or
lease of the property thereof or any part thereof, any of the securities or other property of which
may at the time be held by them thereunder, and to do any act or exercise any power with
reference thereto that maybe legally exercised by any person owning similaz property in his own
right, including the exercise of conversion, subscription, purchase or other options, the deposit or
exchange of securities, the entrance into voting trusts, and the making of agreements or
subscriptions which they may deem necessary or advisable in connection therewith, all without
applying to any court for permission to do so, and to hold, redeem, sell or otherwise dispose of
any securities or other property which they may so acquire, irrespective of whether the same be
authorized for the investment of estate funds by the laws of the Commonwealth of Pennsylvania.
-3-
(h) To cause to be registered in their names as Executors hereunder, or in
the names of their nominees without qualification or description, any securities at any time held
in fny estate.
~. ~ - (i) To determine the manner in which the expenses incidental to or
connected with the administration of my estate hereby established shall be apportioned as
between income and principal.
(j) To carry out agreements made by me during my lifetime, including the
consummation of any agreements relating to the capital stock of corporations owned by me at the
time of my death, and including the continuation of any parknership of which I may be a member
at the time of my death whenever the terms of the partnership agreement obligate my estate or
personal representative to continue my interest therein, and to enter into agreements for the
rearrangement or alteration of my interests ox rights or obligations under any such agreements in
effect at the time of my death.
(k) To apportion extraordinary and stock dividends received by them
between income and principal in such manner as they may see fit; provided, however, that all
rights to subscribe to new or additional stock or securities, and all liquidating dividends shall be
deemed to be principal.
My Executrices may freely act under all or any of the powers of this Agreement
given to them in all matters concerning my estate hereby established, after forming their
judgment based upon all the circumstances of any particular situation as to the wisest and best
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course to pursue, without the necessity of obtaining the consent or approval of any court, and
notwithstanding that they may also be acting as an individual, or as an agent for other persons as
n individual, or as an agent for other persons or corporations interested in the same matters, or
may lie interested'in connection with the same matters as stockholders, directors or otherwise.
The powers herein granted to my Executrices may be exercised in whole or in
part, from time to time, and shall be deemed to be supplementary to and not exclusive of the
general powers of executors pursuant to law, and shall include all powers necessary to carry the
same into effect. The enumeration of specific powers herein shall not be construed in any way to
limit or affect the general powers herein
TT~• If any income or principal shall be payable to any beneficiary who shall
be a minor or shall be under a legal disability or in the sole judgment of my Executrices shall
otherwise be unable to apply such payments to his or her own best advantage (hereinafter
referred to as minority or incapacity), my Executrices shall hold such income and principal
during minority or incapacity and shall apply such income and principal to the health,
maintenance, support and education of such beneficiary during minority or incapacity without
the appointment of any guardian or committee or any authority of court and shall make all or any
portion of any such payment in any one or more of the following ways:
(a) Directly to such beneficiary.
(b) To the legal guardian or conservator or custodian under the Uniform
Transfers to Minors Act of such beneficiary. ~
_y ,
~: .
-5- -
(c) To a relative of such beneficiary to be expended by such relative for
the benefit of such beneficiary.
(d) By themselves, expending the same for the benefit of such
. beneficiary.
' Any remaining income and principal to which such beneficiary shall be entitled- shall be paid and
distributed to such beneficiary on the termination of minority or incapacity.
ITEM 6. I hereby nominate, constitute and appoint KATHLEEN A. KUEHL of
Jennersville, Pennsylvania, and SHARON M. HEELER of Bendersville, Pennsylvania, as
Executrices of my estate. In the event that either is unable or unwilling to serve in this capacity,
I then nominate, constitute and appoint the other as Executrix of my estate.
My Executrices are specifically relieved from the duty or obligation of filing any
bond or bonds.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last
Will and Testament, this ~Q _ day of ~ 2002.
w
. _ ~/ (SEAL)
.~ ~~ ~ H D. Bikle
.~~
-6-
WITNESS:
residing at ~`r~ ~9t.~--/
~ir~-tom ~ /~7 //'°
. esidin at 1 '- ~ `''
~~ . g ,
~~ ~ j
-7-
COMMONWEALTH OF PENNSYLVANIA )
. SS.
COUNTIT OF DAUPHIN
We, HARRY D. BIKLE, /C n etJA- L.J~ ~ _ ~ crT~ ~, and
~3 t~- z. S - ~ ~ ~ ,the Testator and the witnesses respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare tosthe undersigned authority that the Testator signed and executed the instrument as his
Last Will and tHat he had signed willingly (or willingly directed anothex to sign.. for him) and that
he executed it as his free and voluntary act for the purpose 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 their knowledge, the Testator was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
I
H D. Bikle
Witness
~_
Witness
Subscribed, sworn to and acknowledged before me by HARRY D. BIKLE, the
Testator, d subscribed and sworn to before me by a ~ ~~ ~ _ .~ ~-t~ ,
and SZ'/rr ~- S - C.3 ~ ~~1 ,the witnesses, this _ a 8 day of
.~~~v-$~~2..._ , 2002.
.~
Notary Pub '
My Commission Expires:
NOTARIAL SEq~ry ~~
CHERYL L. FERGUSQ
_g_ Com~m~ss on ~ es A~8~20p4
CODICIL TO THL LAST WILL AND TBSTAt~NT
OF HARRY DWIGHT BIRLB
WHEREAS, on May 3, 1995, I, Harry Dwight Bikle, executed my last will and
testament, and; WKEREAS, I made various instructions. and bequests, and, WHEREAS,
I desire to add an additional provision to the will; I NOW PUBLISH THIS CODICIL
to~my last will and testament of May 3, 1995:
I reaffirm all parts and exhibits of said will, except that, I: with the
knowledge and agreement of my son Jeffrey Millard Bikle, leave and 'bequeath my
farm located on Black Gap Road, Green Township, Franklin County, in the
Commonwealth of Pennsylvania, in equal shares to my other three children:
Kathleen Adele (Bikle) Kuehl, Sharon Mae (Bikle) Heller and Stephen Dwight
Bikle.
I direct that the executors of my estate enact ese reque is if they were
part of my last will and test
Dated• U 1 ~ , TESTATOR
I here th ffix my signat re to this odicil on this th da of
20~ at ~ he
r sence of the following witnesses, who witnessed and scrib d this c ci
at my request, and in my presence.
ATTESTATION CLAUSE
On the date above written, HARRY DWIGHT BIKLE, declared to us, and in our
presence, that this instrument, consisting of one page, is a codicil to his last
will and testament, and HARRY DWIGHT BIKLE, then signed this instrument in our
presence, and at HARRY DWIGHT BIKLE's request we now sign this codiccil as
witnesses in each other's presence. Further that Harry Dwight Bikle appeared to
us to be of sound mind and lawful age, and under no undue influence..
Witness,;
Address: ~~a /~~~, n ( "/1?~~ ,~~ 1~11.~ ,~~ ,~1~ / ~ ~~~~~
c r.~ \ /~ r
Witness:
Wi
s : -3.2~'
~os3
BEFORE THE REGISTER OF WILLS OF
CUMBERLAND COUNTY,
PENNSYLVANIA
ESTATE OF HARRY D. BICKLE AKA HARRY
DWIGHT BICKLE AKA H. DWIGHT BICKLE, NO 21-09-0976
DECEASED
NOTICE OF INTENT TO OPEN THE PROBATE RECORD
AND NOW, taus 23rd day of December, 2009, upon consideration of the Petition for Admission to
Probate of Later Codicil Pursuant to 20 Pa. C.S. 3138, filed by Bonnie L. Osman, through her counsel,
Ralph H. Wright, Jr., Esquire, you are hereby given notice of the Register of Wills' intent to open the
probate record to admit the instrument dated October 3, 2009 as a second Codicil to the Last Will and
Testament of Harry D. Bickle, dated September 20, 2002.
Your objection, if any, is due in the Register of Wills office within 20 days of service of this
notice.
~~~~r~aG/,~3~~~
Glenda Farner Strasbaugh, Regist Wills
N
Q
n
C ~'
~A ':-1
-~-~
-
CJ ' r
~
C3
! [7
~ ' tv r'': ~~~;
1
T -
['~~a ~ ~ i
..,'- i-~
~~~
_ _ _
. , _ _ _- -
1,~
!; ~
r` .
i
October 3, 2009
In tfie event of my death,) am gitring my car, a Mercury Grand Marquis, to Bonnie L Osman as a gift
The title rnn'lt transfer to her without contest.
i
Rzhibit A ,
GOMMONWEAI.TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT.280801
HAARISBURG, PA 1 7 1 28-0801
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
KUEHL KATHLEEN A
134 EAST STREET
WILLIAMSTOWN, PA 17098-1401
loll
ESTATE INFORMATION: ssN: 1s6-26-86ts
FILE NUMBER: 2109-0976
DECEDENT NAME: BIKLE HARRY D
DATE OF PAYMENT: O1 /05/2010
POSTMARK DATE: 01 /04/2010
couNTY: CUMBERLAND
DATE OF DEATH: 10/05/2009
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1182 EX(11-9B1
N0. CD 012194
AMOUNT
101 ( ~ 10, 000.00
TOTAL AMOUNT PAID:
REMARKS:
S 10, 000.00
CHECK# 229
INITIALS: MAW
SEAL RECEIVED BY: GLENDA EARNER STRAfSBAUGH
REGISTER OF W{LLS
REGISTER OF WILLS
AKE CHECKS PAYABLE TO:
:thy Frazer
~ BOX 69
rrstown, PA 17244
=TURN SERVICE REQUESTED
~~~1°~ -
rHt$ TAX 1S DUE AND PAYABLE, YOU ARE HEREBY
iEQUESTEDTO MAKE PAYMENT THEREOF.
CKLE,, H DWIGHT
ZS WESLEY DRIVE APT 3210
3CHANICSBURG PA 17055-3504
• II I II ~ ~
TAXPAYER'S COPY • KEEP THIS'PORTIOH IOIR YOUR RECORD8 ~' ~~• '
MUNICIPAL CODE: tat
BILL DATE:07l15/07 PROPERTY:. ~ BLACK t311P ROAD
BILL NO.: 535 MAP CODE:' Qsa-0C24.-030.-00000
TAXES PAYABLE TO: 0
TAX MIV,S; 76.D1
Kathy Frozar ASSESSED t{ALUE:20130
CASH CHECK N AMOUNT S
2% DISCOUNT FACE PENALTY
• • TDOCnero~ oan5ro~ ro ~ui+~o> ttnsarTO~a~sum
51.517.24 11.548.20 51.703.02
OR
FIRST PAYMENT SECOND PAYMENT FINAL PAYMENT
NO DISCOUNT N/A N/A N/A ,
tf PNd Cm or Htion K PW On or 0tbn M Pnld On oI BHon
8/91N7 W9W07 10191/07
~i"ypAR' ASSESSMENT B "`
dQT FRANKLIN ~:LI REAL ESTATE TAX NI::++ . '~':` ~ 1..,cQ 529 ~`
°'
. ~ ~ _
KATHY .J. FRAZER ~ ~A;~f l ~ ~ 1r~t~~
~
=rt ;i3RRSTOWN ~ PA 17'244 PH : ? 17-254-E:r_; ~ .1. ~ ~~ r=~M 'T'11 ~-'h1 s~
FICE AT $19c7 f'~YESVILLE RDA CHAME,< ~'' '. ,_I-'h1 RFFi.:.i_/F~~UCiU$T 7_INLY !~.,~~:;
,.,~,
- :>
~• ..:;
~ . b M
P M
%P ;
M. ,~ M
TMi PEIMDD . ' '' PYIY
`
ii;k34
~ ~ '' . ~~
LAND e ~ : 5`3U ' . LALDG : i' i , r-~ a0
,`~ C:CT rte- 0~-c~C24. -a~UCz. -c3Qu000 f~,
IK .. H DWIGHT
2~.; $LEY DRIVE AI='T 32'1D
r1ICSBLtRG RA 17t:%$~i-304
~~
~~,; - ~ . .
w ~~:..
w1A'YL.JUtJE ,.,
_ . _ _ . __
~~~~7
;'. _ c'+ i-~ ~ Fa a..:', ~:EAL E,~-~TATEr ~'
r,
Fa. Common Leval Ratios for Real Property Assessments
HTML Version Couyright 2010 Daniel B. Evans. All rights reserved
Page 1 of 4
Common Level Ratios for Pennsylvania Realty
Transfer Tax
(Current through June 20/0)
When preparing and filing a Pennsylvania realty transfer tax affidavit, it is necessary to report both the
assessed value of the property and the "common level ratio factor," which is based on the average ratio
between the assessed value and fair market value of real estate in that county. If the transfer is not
exempt from tax, the tax is based on the greater of (a) the actual consideration for the transfer and (b) the
product of the assessed value and the common level ratio factor.
The common level ratios aze calculated by the State Tax Equalization Board based on sales date, and
both the common level ratios and factors based on the common level ratios are published each year in
the Pennsylvania Bulletin. (The common level ratio factors are the mathematical reciprocals of the
common level ratios.)
The table below shows the factors which have been in effect for the last six yeazs. Thy factor to apply to
a particular transfer is based on the date the document is "accepted," which is rebuttably presumed to be
the date specified in the body of the document as the date of the instrument. (See 61 Pa. Code § 91.102,
relating to acceptance of documents.) When two factors aze provided in the table for a range of dates, the
second one is a revised factor reflecting a change in the assessment ratio or assessment base, and is
effective from January 1 of the second year.
Common Level Ratio Factors
7/1/03 7/1/04 7/1/05 7/1/06 7!1!07 7/1/08 7/1/09
to to to to to to to
County 6/30/04 6/30/05 6/30106 6/30/07 6/30/0$ 6/30/09 6/30/10
(33 Pa.B. (34 Pa.B. (35 Pa.B. (36 Pa.B. (37 Pa.B. (38 Pa.B. (39 Pa.B.
2560) 3074) 3365) 2875) 2778) 3337) 3245}
Adams 2.65 2.89 3.28 3.98 4.53 4.55 4.51
Allegheny 1.03 1.07 1.10 1.10 1.15 1.16 1.14
Armstrong 2.36 2.52 2.56 2.70 2.79 2.87 2.76
Beaver 2.87 3.11 3.23 3.31 3.41 3.43 3.36
Bedford
4.48
5.13
5.00
5.47
5.81
6.45 5.59/1.00
~g~
Berks 1.11 1.16 1.25 1.33 1.47 1.52 1.48
Blair 11.91 12.66 11.91 12.20 12.20 12:05 12.66/9.50
[gJ
Bradford 2.20 2.31 2.43 2.63 2.68 2.79 2.77
x
,
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-T
Pa. Common Leval Ratios for Real Property Assessments Page 2 of 4
Bucks 28.57 32.26/8.07 8.93 10.10 10.99 10.64 10.31
Butler 8.93 9.62 9.90 10.20 10.42 10.7f j8.06 6 2561
Cambria 6.29 6.14/3.07 3.57 3.60 3.22 3;01 3.03
Cameron 2.83 2.68 2.81 '3.08 2.96 2,85 2.99
Carbon 2.22 2.32 2.52 2.74 3.12 3.20 3.01
Centre 2.53 2.68 3.04 3.24 3.41 3,62 3.47
Chester 1.35 1.47 1.65 1.82 1.93 1.93 1.89
Clarion 4.98 5.26 5.10 5.38 5.65 5.16/3.87 [6]
[~] 3.70
Clearfield 4.88 5.24 5.13 5.47 5.75 5;68 4.74
4.51/1.00
Clinton 3.55 • 3.53 3.73 4.24 4.46 Cpl 1.00~6~
Columbia 2.92 3.05 3.26 3.47 3.55 3:76 3.69
Crawford 2.83 2.95 2.87 3.02 3.04 2.98 2.85
Cumberland ~ 1.05 1.11/1.00 1.00 1.14 1.22 1.26 1.26
Dauphin 1.07 1.14 1.24 1.33 1.40 1.46 1.42
Delawaze 1.15 1.26 1.38 1.55 1.64 1.72 1.63
Elk 5.00.. 5.05 5.26/2.18 2.18 2.65 2.49 2.61
Erie 1.00* 1.09 1.13 1.18 1.20 1.21 1.26
Fayette 1.00* 1.03 1.10 1.14 1.17 1.17 1.22
Forest 4.72 4.74 4.37 4.83 5.21 4,20 5.10
Franklin 6.45 6.90 7.69 9.35 10.20 9:62 8.62
Fulton 1.97 1.98 2.20 2.61 2.99 2.99 3.00
Grreene 1.00* 1.13 1.21 1.21 1.16 1,24 1.40
Huntingdon 5.99 6.29 6.80 7.46 7.87 8;62 8.27
Indiana 7.09 7.30 7.69/4.35 4.35 6:17 5,95 5.99
Jefferson
Juniata
Lackawanna
Lancaster 5.08 5.32/1.74 1.74 1.85 1.87 2;05 1.97
5.69 5.65 6.41 6.21 6.25 6:33 6.90
4.70 5.21 5.38 5.95 7.09 6,67 6.17
1.16 1.22/1.00 1.00 1.22 1.31 1;36 1.35
Lawrence 1.00 1.08 1.10 1.14 1.14 1,12 1.19~~~
Lebanon
Lehigh 11.91 12.20/6.25 6.25 6.80 7.35 7:41
2.24 2.45 2.73 3.16 3.58 3;70 7.46
3.50
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_ __ _ _
Pa. Common Leval Ratios for Real Property Assessments
Page 3 of 4
20.83/1.00
Luzerne 13.89 14.71 15.39 17.24 20 [5~ 1.00~6~
Lycoming 1.52 1.60/1.00 1.00 1.10 1.16 1.25 1.19
McKean 4.41 4.44/1.06 1.06 1.09 1.11 1.13 1.31
Mercer 3.64 3.50 3.56 3.68 3.66 3.52 3.26
Mifflin 1.96 2.03 2.09 2.18 2.20 2:.29 2.1 S
Monroe 4.95 S.S9 6.14 7.09 7.81 7,81 7.41
Montgomery 1.30 1.46 1.66 1.87 1.97 1',.97 1.85
Montour 10.31 11.36/8.82 8.82/1.00 1.00 1.14 1.18 1.37
Northampton 2.35 2.SS 2.75 3.18 3.44 3',.61 3.37
Northumberland 7.19 7.4614.07 4.07 3.64 4.53 4.61 4.43
Perry 1.07 1.10 1.16 1.33 1.36 1.49 1.49
Philadelphia 3.39 3.66~1~ 3.37 3.50 3.52 3.SS 3.06
Pike 4.10 4.41 4.76 5.47 6.17 6.17 S.8S
Potter 2.38 2.37 2.53 2.72 2.80 2'..86 2.91
Schuylkill 2.22 2.32 2.42 2.48 2.62 2'.68 2.51
Snyder 5.71 6.10 6.29 6.58 5.32~2~ S,OS 5.68
Somerset 2.34 2.47 2.63 2.71 2.91 2..98 2.99
Sullivan 4.10/1.00 1.00 1.19 1.52 1.40 1~SS 1.66
Susquehanna 2.21 2.42 2.56 2.84 2.96 2!,97 3.06
Tioga 1.06 1.11 1.18 1.25 1.33 1.37 1.41
Union 6.17 6.17 6.85/1.00 1.00 1.13 1.16 1.34
Venango 1.06 1.09/1.00 1.00 1.OS 1.13 1,Q6[3l 1.10
Warren 2.70 2.72 2.81 2.93 2.93 2',96 2.89
Washington 6.17 6.49 6.94 7.30 7.52 7.58 7.25
Wayne 10.99 12.20/1.00 1.00 1.23 1.32 1,37 1.56
Westmoreland 4.51 4.74 4.88 5.10 S.OS 490 4.57
Wyoming 3.97 4.22 4.39 4.59 4.95 5;03 4.76
York 1.17 1.24 1.33/1.00 1.00 1.31 1;32 1.27
[1] Revised based on State Tax Equalization Board appeal decision, 3S Pa.B. 1308.
[2] Adjusted by the Department of Revenue to reflect assessment ratio change effective January 1, 2007.
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r
Pa. Common Leval Ratios for Real Property Assessments Page 4 of 4
,.
[3] Revised by the State Tax Equalization Board, 38 Pa.B. 3563 (6/28/2008).
[4] Adjustments made by the Department of Revenue to reflect an assessment base change or
assessment ratio change, 38 Pa.B. 6667.
[5] Adjustment made by the Department of Revenue to reflect an assessment base change or assessment
ratio change, 39 Pa.B. 1365 (3/14/2009j.
[6] Adjusted by the Department of Revenue to reflect an assessment base change or assessment ratio
change effective 1/1/2009, 39 Pa.B. 3245 (6/27/2009).
[7] Adjusted by the Department of Revenue based on a Board's decision effective August 18, 2009,
retroactive to July 1, 2009, 39 Pa.B. 5373 (9!12/2409).
[8] Adjusted by the Deparhnent of Revenue to reflect an assessment base change or assessment ratio
change effective 1/1/2010, 39 Pa.B. 7163 (12/19/2009).
The Pennsylvania Estate and Trust C b~ rary
Daniel B. Evans Attorney at Law
P.O. Box 27370
Philadelphia, PA 19118
Telephone: (215) 233-0988
Email: dan(a~evans-le a~ 1•com
http://evans-legal.com/danlcomlevel.html 6!22/2010
~~'~~`"~' REALTY TRAt~~~ER SAX
STATENtENT OF VALUE
coMt~-oNwEALT~IOFPENNSYLVANfA
l7EPARrMENT OF REVENUE
BUREAU Of INDMDUAL TAXER
Poeoxzeo6o3 See Reverse for Instructions
WIRRISBURG PA 1712E-0603 _-- -- _
State Tax Psid __
' Book Number
Pspe Number
Gate Recorded
Complete each section and file in dupGcaie with Recorder of Deeds when (1) the full value/consideration is not set forth in the deed, (2) when the
deed is without consideration, or by gift, or (3) a tax exemptron is claimed. A Statement of Value is not required ff the transfer is wholly exempt from
tax based on: (1) family relationship or (2) pubic utility easement. !f more space is needed, attach additional sheet(s).
A. CORRESPONDENT -All inquiries may be directed to the foilowina person:
Name Telephone Number.
Ronald D. Butler, Esquire (717) 236-1485
500 N. Third S
City State Zip Code
t. 12th Floor Harrisburg PA 17101
Date of Acce tance of Document
Grantae(s)It.essee(s) ... L<t3 A$soE
tikle Kathleen A. Kuehl River Rd., Ft. Depuy, 2nd Floor
Lax Firm StreetAddresa P.O. Box 93
12th Floor 134 East Street Shawnee otz Delaware, PA 18356-
state zip code city sit, zrp Code 0093
PA 17101 Williamstown PA 17098-1401
City, Township, Borough
Grentor(syLessor(s)
Estate of Aarrv D.
street Address c/o Butle
SOON. Third Street
City
Harrisburg
C. PROPERTY LOCATION
Street Address
Monroe
- Uni
7
East Stroudabur
16/3/3/3-1-77D
1. Actual Cash Consideration 2. Other Consideration 3. Total Consideration
none + none ~ = none
4. County Assessed Valus 6. Common Level Rath Fedor 6. Fair Market Value
410.00 X 7.41 = $3 038.10
E. EXEMPTION DATA
1a. Amount of Facsmption Claimed 1b. Pert~ntage of Interest Conveyed
$3,038.10 100X
2. Check Appropriate Box Below for Exemption Claimed
® III or intestate succession Estate of Harry D. Bik1e Cumberland County 2209-00976
• (Name of Decedent) (Estate Fbe Number)
^ Transfer to Industrial Development Agency.
^ Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.)
^ Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.)
^ Transfers to the Commonwealth, the United States and instrumentalities by gifk dedication, condemnation or in lieu
of condemnation. (If condemnation or In lieu of condemnation, attach copy of resolution.)
^ Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number ,Page Number
^ Corrective or confirmatory deed. {Attach complete copy of the prior deed being corrected or confirmed.)
^ Statutory corporate consolidation, merger or division. (Attach copy of articles.)
^ Other (Please explain exemption claimed, if other than listed above.)
Under penalties of law, I declare that 1 have examined this Statement, including accompanying Informatldn, and to the best
of my knowledr~e and belief, it is true. correct and complete.
~gnatun m come ponoeru or rse onsiow rerty I uacs
~~7~/a
FAILURE TO COMPLETE THIS FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT tN
THE RECORDER'S REFUSAL TO RECORD THE DEED.
REV iti3 EK (11-01)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF lldDiV4DUAL TAXES
PO BOX 2apQ03
REALTY TRAI~~~E~ TAX
STATEMENT OF VALUE
See Reverse for Instructions
__
RECORDER'S
Stets Tax Paid
Book Number
Paps Number
Dste Reeorded
Complete each section and file in duplicate with Recorder of Deeds when (i) the fun value/consideration is not set forth ~n the deed, (2) when the
deed is without consideration, or by gift, or (3) a tax exemption is daimed. A Statement of Value is not required ff the transfer is wholly exempt from
tax based on: {1) family relationship or {2) public utility easement. If more space is needed, attach additional sheet(s).
A. CORRESPONDENT -All inquiries may be directed to the following person•
Name Telephone Number.
Ronald D. Butler, Esquire _ _ (717) 236.1485
Zip Code
17101
Grardor(syleasor(s)
Estate of Harry D. Bikle Grantae(sul.~see(s)
Ste hen D. Bikle River Village
River Rd. Ft. De u 2nd Floor
Street Address c o Butler Law F rm Streetaddrese P.O. Box 93
500 N. Third Street, 12th Floor 1721 S. Main St. Shawnee on Delaware PA 18356-
aty state Zip Code City ,~ ~, Code 0093
Harrisburg PA 17101 Bechtelsville 'PA 19505
Street Address City, Township, Borough
Time Period 31 -Unit #R25 Smithfield Township
East Stroudsbur
art of 16/2/1/1-7-7C
1. Actual Cash Consktsration 2. OMsr Consideration 3. Tout Conakieraticn
none + none _ none
4. County Assessed Xr~us 5. Common Level Rath Fodor 6. Fair Market Value
$310.00 X 7.41 $2,297.10
ia. Amount of Exemption C{simad
$2,297.10
1b. Pe 00~ of Interest Conveyed
2. Check Appropriate Box Below for Exemption Claimed
® Will or intestate succession Estate of Harry D. Bikle Cumberland County 2209-00976
(Name of Decedent) (Ea to le Number
^ Transfer to Industrial Development Agency.
^ Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.)
^ Transfer between principal and agent. (Attach complete Dopy of agency/straw party agraemerit.)
^ Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condbmnation or in lieu
of condemnation. (If condemnation or in lieu of condemnation, attach copy of resolution.)
^ Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number , Page Number
^ Corrective or oonfirrnatory deed. (Attach complete copy of the prior deed being corrected or confirmed.)
^ Statutory corporate consolidation, merger or division. (Attach copy of articles.)
^ Other (P{ease explain exemption claimed, if other than listed above.)
Under penalties of law, i declare that 1 have examined this Statement, Including accompanying informatio ,and to the best
of my fcnowledge and belief, it is true, correct and complete.
Signature of Correspopdent or RaspoQSfbie Partv ns~~
FAILURE TO COMPLETE THIS FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN
THE RECORDER'S REFUSAL TO RECORD THE DEED.
REVaas EX ina>
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO BOX 280603
REALTY TRANSFER TAX
STATEMENT OF VALUE
See Reverse for Instructions
__~ __ .
R000/WGR~S Ui
State Tax Petd
Book Number
Pa9a Number
Data Recorded
Complete each section and fie in duplicate with Recorder of Deeds when (1) the full valuelconsideration is not set forth in the deed, (2) when the
deed is without consideration, or by gift, or (3) a tax exemption is daimed. A Statement of Value is nat required if the transfer is wholly exempt from
tax based on: (1) family relationship or (2) public utility easement. If more space is needed, attach additional sheet(s).
A. CORRESPONDENT -Ail inquiries rnav be directed to the foliowina person: _
Name Telephone Number:
Ronald D. Butler, Esquire {717) 236-1485
~~.m. ~a.,.e~e ,.,... .,._. ... ,. .
B. TRANSFER DATA
Grantor(s)It.esaor(s)
Estate of Harry D. Bikle
StrestAddress c o But er Law Firm
500 N. Third Street, 12th Floor
Harrisburg IPA 117101
PROPERTY LOCATION
sweet address
Time Period 28 - iTnit f~80 D
ra~nn, S
Monroe
Grantee{s)ll.essee(s) Depuy House Property Owners .Assoc.
Sharon M. Heller River Rd., Ft. Depuq, 2nd Floor
126 Kime Street "~' y"° '''
Shawnee on: Delaware, PA 18356-
city State zip code 0093
Bendersville PA 17306
Glty, Township, Borough
Smithfield Township
hod District Tax Parcel Number
East Stroudsburg 16/3/3/3-1-SOD
1. Actual Cash Considsretion 2. Other Consdderaton 3. Total Consdderagon
none + none = none
4. County Assessed Value 5. Common Levei Rath Fader 6. Fair Market V51ue
S41O.O[) X 7.41 C a Hass ~ n
1a. Amotmt of Exsmptlon Clabnsd
$3,038.10
1b. Percentage of Interest Conveyed
100%
2. Check Appropriate Box Below for Exemption Claimed
® wll or intestate succession Estate of Harry D. Bikle Cumberland County 2209-00976
(Name of Decedent) {F~ta a File Number)
^ Transfer to Industrial Development Agency.
^ Transfer to a trust. (Attach complete copy of trust agreement identifying all benefidaries.)
^ Transfer beiwsen principal and agent. (Attach complete copy of agency/straw parry agreement.)
^ Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu
of condemnation. (If condemnation or In lieu of condemnation, attach copy of resolution.)
^ Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number ,Page Number
^ Corrective or confirmatory deed. (Attach complete copy of the prior deed being corrected or confirmed.)
^ Statutory corporate consolidation, merger or division. (Attach copy of articles.)
^ Other (Please expiain exemption claimed, if other than listed above.)
Under penalties of law, 1 declare that 1 have examined this Statement, including accompanying informatlo~h, and to the best
of my knowledge and belief, it is true, correct and complete.
of
Data
FAILURE TO COMPLETE THIS FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN
THE RECORDER'S REFUSAL TO RECORD THE DEED.
_ - ,-
PRU: Historical Prices for PRUDENTIAL FINCL INC -Yahoo! Finance Page 1 of 2
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On Oct 14: 52.7$ 0.00 {0.00%)
~~~~
c*igg4C.3LCt!lllT1FS ~lc~
Historical Prices Get Historical Prices for: GO
._...........__.... .
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Start Date: Oct 5 20pg Eg. Jan 1, ~ Weekl
__...__ _...._........._ ...................2003 ~ Y
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5-0ct-09 47.84 49.54 47.24 49.39 5,243,600 49.39
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MET: Historical Prices for METLIFE INC -Yahoo! Finance
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MetLife, Inc. (MET)
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On Oct 14: 38.23 0.00 (0.00'/0)
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2003 c~ Weekly
_._
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Date Open High Low Close Volume Adj
Close`
5-Oct-09 36.05 37.35 35.75 37.14 5,993,800 37.14
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NQP: Historical Prices for NUVEEN PA TNV QUAL -Yahoo! Finance
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Nuveen Pennsylvania Investment Quality Municipal Fund Inc.
(NQp~ on oct 14:.12.73 0.00 ~o.oo°~)
~~2~ Trade 11~aw
~~
. ..._~..
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Start Date: Oct ~ 5 ~ 2009 ! 2003
__
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Date Open High Low Close Volume Adj
Close
5-Oct-09 13.27 13.42 13.27 13.40 27,800 13.33
Close price adjusted for dividends and splits.
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~'T'~TBV
A ~ :c~'E~~el~en~e
77 East King Street
Shippensburg, PA 17257
November 17, 2009
Butler Law Firm
P O Box 1004
Harrisburg PA 17108 1004
Attention: Benjamin J Butler
Shirley Wescott
Orrstown Bank
PO Box 250
Shippensburg, Pa 17257
Phone 717.530.2515
Re: Estate of: Harry D Bikle
Date of Death: October 5 2009
SS # 186 26 8518
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOTa'E DATE, HAD THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK.•
CHECKING ACCOUNT
Account # Title of Account
111000126 Harty D Bikle
Best regards
Shirley Wescott
Receptionist
Date opened Principal Accrued Interest DOD Bat
2/12/01 313.35 .00 $$13.35
_~ ~ ,
9800 Fredericksbwg Road -
San Antonio, Texes 78288
V$~® __
13685.1T1S.JSS55161509.62.01.13618
EST OF HARRY D BIKLE
CAPT DS~F ~T
134 EAST ST
WILLIAMSTOWN PA 17098-1401
Senior Bonus Distribution_
for your loyalty
.February 17, .2010
.`
~s a member-owned association, ow mission is to serve ow members. And we're proud that in today's economy, military families
:an depend on us. You can rest assured that your association is strong, growing and well positioned for the future.
vluch of our success and stability is attributable to longtime members like you. Because of your long-term loyalty and our financial
trength, we re pleased to put money in your pocket with the-Senior-Bonus, which-is an additional- l0 percent distribution from your-
iubscriber's Acxount. This account is a benefit of membership in our association, and it's one of the things that quake USAA
lifferent from other financial services companies. Below you will see your account's activity and balance after tlli$ distribution.
Subscriber's Account Activity for 21110
2009 Year-F,nd Halance $ 1,391.67
Senior Bonus Distribution on 02-17-2010 - 139.17
Balance as of February 2010 $ 1,252.50
his is not a bi
Important uformation abort this account ',
[1ls is not a bank account where a member can make deposits or withdrawals. Rather, per USAA Bylaws, this i$ an account in
row name that the USAA Board of Directors has the authority to make decisions over at all dines. The account hs in effect as loag
is the member bas at least one property and casualty policy. For more information about Subscribers' Accounts,', please call us at
. -800-495-5957.
> > Sign up to receive possible future distributions electronically. It's the quickest, most secure way to receive tht# money -- and it
:liminatea the need for a trip to the bank. Go to My Accounts > My Profile > Manage Insurance Dividend & Distribution
preference on usaa.com.
89418-0210
~euaww
Nov, jU. LUVy L.4yf'IM rNl: ~RNK 411-IUy-1141
~~~
#.EAD~10'{'N~ WAY
November 30, 2009
Butler Law Firm
500-N Third St' '
Harrisburg, PA 17108
. RE: - Name: H Dwight Bile
SSN:186-26-8518
DOD: 10-05-2009
Dear Sir or Madam.:
No. 2616 P. 1/2
In response to your regtust for Date of Death (DOD) balances for'the customer rioted above, our
records show the following:
Checl~ Account
Accounnt # 5180034779 Estab~hed: 04-16-2007
H DWIGHT BIICLE
SHARON M HEELER ~ '
DOD balance: $3,913.68 + O.a2 accrued interest
Savings Account
Account # 5030097977 Established: 04-16-204?
H DWIC}HT BIKLE
SHARON M HEELER
DOD balance: 5715.42 + 0.01 ~accrucd interest ' .
fnvestmeut Account .
The decadent maintained Investment Account # 15212286. For fiath~r information, you may call the
Broksrag~e Deparimerrt at 1-800-762-6111. -
Safe Deposit Boz
The decedent maintained safe deposit box # 1421
- H DWIGHT BIKLE
located act: ~ ~ -
MecheaicsburgBranch
2 E Main St
Mechanicsburg, PA 17055
717-b91-4011 '
Page 1 of 2
i~ov. 3u. ~uvy [; ~uriw rivt, ~HIVIt 411-105-1141 No. 2616 r. 2/Z
. .,
Please note that this office provides date of death balances for deposit aeeoumts (IRAs, CDs, Checking and
Savings).• We do not process any finattcial transactions or provide statements. If you need assistance with
any of these items, please call I -888-YNC-BANK (1-888.762-2265) or stop by yow local PNC Bsak branch
office.
sinacrely,
National Financial3ervices Center ~ ~
PNC Beak, N.A.
Mambo FDIC
. ~ iI
• .~ l
• Page 2 of 2
. A~+CA E~J.iT}~kBLf
... . ........................... .
redsflMng / standards
3anuary 8, 2010
Benjamin J. Butler
Butler Law Firm
PO Box 1004
Harrill, PA 17108-1004
Re: AcCUmulator® Contract 300 639 535
_• -`.,~,~Bilke (owner/annuitant/decedent)
~::~`
Requ ,__:_ a-r Date of Death Value
Dear Mr. Butler:
Thank you for the opportunity to write to you. This letter is in response to your request
that we furnish you with written confirmation of the Date of Death Value fbr the above
referenced Contract.
Please be advised that the Date of Death Value as of October 5, 2009 was $b8,375.03.
Due to the nature of the Contract, we are unable to provide you with a high ar low value
for the Contract.
What To Do Next
No further action is necessary. If you have any questions, please contact our Customer
Service Center, at 1-800-789-7771. Our Customer Service Representatives are available
Monday through Friday, between 8:30 A.M. until 5:30 P.M. EST and are reiidy to assist
you with this Contract.
Si/n~,cerely,
~~ ( -
Nicholas Binder
Client Services
cc: Charles Little
Kathleen Kuehl
Sharon Heller
a
AXA Equitabk Life Insurance Company
500 Plaza Drive, 6th Floor, Secaucus, NJ 07094