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Home My WebLink About03-0485 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Mary L. Bi~iler No. ~l-- 03- ~-~5 also known as To: Register of Wills for the Social Security No. 199-07_68'57Deceased' County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executors named in the last will of the above decedept, dated Jul hr 26 t 2000 and codicil(s) dated n/a ~X~ (state relevant circumstances, e.g. renunciation, death of executor, 'etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 30 Valley .q~reeti Carlisle, South Middle_t-cra T~wnship, pA_ 170!3 ~ (list street, number and muncipality) Decendent, then 83 years of age, died June 5._t 2003 at Carlisle Re' ional Medic 1 n ")[~---------, Except as follows, decedent did not marry, was not divorced and did 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: no exceptions 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: 30 Valley_._ Streett._ Carlislg~__pA $ $. 90,00'0.00 WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters. theron. ~ _ rxcia A. J&hes ,~.~ 6 Stone Church Road reque~t~sg,the nro, bate of the last will and codicil(s) ~am~nt;ary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Carlisle, .PA 17013 · D~onald q~fes 6 Stone Church Road Car/isle_, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA -1 COUNTY OF CUMBERLAND ; 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 truly administer the estate according to law. Sworn to or affirme~nd subscribedt before me this pf .~~ L~. ~~ ~ t~ June, 2000 ~\.~_dayof _ r~cia A. g/ones 0~' ]~-~" [) ~~~ i~R~;ter A , Donald J~q~f~s ~ Estate of MARY L. BITNER Deceased DECREE OF PROBATE AND GRANT OF LETTERS June AND NOW the reverse side hereof, satisfactory proof having been presented before me, July 26, 2000 IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of Mary L. Bitner ' and Letters ~ Patricia are hereby granted to A. Jones and A. Donald Jones ~EES . Probate, Letters, Etc .......... Short Certificates(r) ..-' ....... ~ ~ ~..0,. gg~ ~ ............ ~"~W~e~t~o~et Street 717-243-0123 PHONE LAST WILL AND TESTAMENT OF MARY L. BITNER I, MARY L. BITNER, of Carlisle, South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and fi~neral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. SECOND: It is my wish to be laid to rest at the Cumberland Valley Memorial Gardens, of Carlisle, Pennsylvania, and for Hoffman Roth Funeral Home, of Carlisle, Pennsylvania, to make the arrangements. THIRD: I give, devise and specifically bequeath One-thousand dollars ($1,000.00) to the Stewart Cancer Center, located on Sprint Drive, South Middleton Township, Cumberland County, Pennsylvania. FOURTH: I give, devise and specifically bequeath Five-thousand dollars ($5,000.00) to my neighbor, Maxine Roush of Carlisle, South Middleton Township, Cumberland County, Pennsylvania. FIFTH: I have agreed to offer my neighbors, Donald and Maxine Roush, currently living at 34 Valley Street, Carlisle, South Middleton Township, Cumberland County, Pennsylvania, the first right of refusal to purchase my Real Estate located at 30 Valley Street, Carlisle, South Middleton Township, Cumberland County, Pennsylvania for Ten-thousand dollars ($10,000.00) under the fair market value at the time of my death. SIXTH: I give my love and affection only to my following nieces and nephews: A. B. C. D. E. F. G. Ronald Ludt of Carlisle, Pennsylvania; Dr. James Ludt of Bryan Athen, Pennsylvania; Richard Ludt of Moosic, Pennsylvania; Vincent Brian Bistline of Carlisle, Pennsylvania; David Bradford Bistline of Carlisle, Pennsylvania; Jennifer Corbin of Alpharetta, Georgia; William Edward Ludt of Lansdale, Pennsylvania. SEVENTH: I give, devise and specifically bequeath any remainder interest in my IRA account in equal shares, to my sister, Margaret G. Ludt of Carlisle, Pennsylvania and my brother Leon S. Ludt of Carlisle, Pennsylvania if any assets remain in that account at the time of my death. EIGHTH: I give the rest, residue and remainder of that provision to my niece and her husband, Patricia A. Jones and A. Donald Jones of 6 Stone Church Road, Carlisle, Cumberland County Pennsylvania. If they shall predecease me, I give devise and bequeath the residue of my estate, of every nature and wherever situate, to their issue, per stirpes. NINTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. TENTH: I nominate, constitute and appoint my Niece, Patricia A. Jones and her husband, A. Donald Jones as Co-Executors of this my Last Will and Testament. ELEVENTH: I direct my Co-Executors and their successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two (2) typewritten pages, each identified by my signature, this _ f/~..~./~ day of ~772,t ~ w" L ,2000. /~// L. BITNER ' Signed, sealed, published and declared by the above-named Testatrix, Mary L. Bitner, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) Notarial Seal Heather L. Smith, Notary Public Carlisle Bore, Cumberland County My Commission Expires Apr. 7, 2003 Member, Pehnsylvenia Association et Notaries I, Mary L. Bitner, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the 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 affirmed to and acknowledged before me by Mary L. Bitner, the Testatrix, this ~ day of ~ ,2000. Mary L. B~r, T~'statrix _ (SEAL) Notary Public COMMONWEALTH OF PENNSYLVANIA ) 'SS. COUNTY OF CUMBERLAND ) We, PAUL BRADFORD ORR and ~/~/£-7'~TZ,q/? /6/. /~_-F_rr- tr~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that Mary L. Bitner signed willingly and that she executed it as her free and voluntary act for the purpose 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 that time 18 or more years of age, of sound mind and under no constraint or undue influence. an~ ta ~S~°~moff-°r, ~af, t~rm~e,d to..and subscribed to before me by_P.AUL BRADFORD ORR ~_ ?nr~t311*xttl IVlo I'lOLTEp,.... ,y,qnesses, tllh ~ davof ,T/)L , NotarialSea' ] ~ /A .~b ~ ~ "SEAL' Heather L Smith Nota · ' ~ ~. ) · , ry Public p · Carlisle E~oro, Cumbenand Count, I au] Bradford Orr, Witness My Commission Expires Apr. 7, 2i~)3 ~ ~ Merf~ber, Pennsylvania Association et Notaries (,. '0~ ^ ~,. ~ ' A x ~ ~ \ r,. ~ --- · ,' (SEAL) , Witness "" Notary Public COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002954 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 199-07-6857 FILE NUMBER: 2103- 0485 DECEDENT NAME: BITNER MARY L DATE OF PAYMENT: 08/28/2003 POSTMARK DATE: 08/28/2003 COUNTY: CUMBERLAND DATE OF DEATH: 06/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $80,000.00 REMARKS: TOTAL AMOUNT PAID: PATRICIA A JONES C/O RONALD E JOHNSON ESQ TAX PAY HAND DEL CHECK# 1 O6 INITIALS: SK SEAL RECEIVED BY: $80,000.00 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS Name of Decedent: Date of Death: Will No: CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Mary L. Bitner June 5,2003 21-03-0485 To the Register: I certify that notice of beneficial interest 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 June 18, 2003: Stewart Cancer Center Sprint Drive Donald and Maxine Roush 34 Valley Street Carlisle, PA 17013 Margaret G. Ludt 503A South West Street Carlisle, PA 17013 Leon S. Ludt 508 Bumthouse Road Carlisle, PA 17013 Mr. & Mrs. A. Donald Jones 6 Stone Church Road Carlisle, PA 17013 C ~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: June 18, 2003 ~[. ~.~~ ~_ Phone: 717-243-0123 Capacity: Counsel for personal representatives COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 171:28-0601 ILl Z Z o UJ 0 0 REV-1500 ,N.ER,TANCE TAX RETURN RESIDENT DECEDENT IDECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bitner, Mary L. DATE OF DEATH (MM-DD-YY) 6/5/2003 OFFICIAL USE ONLY FILE NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER 199-07-6857 I DATE OF BIRTH (MM-DD-YY) THIS MUST BE FILED IN DUPLICATE 9/16/1 91 9 WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER I NUMBER X-'-[ 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return ~] 4. Limited Estate [] 4a. Future interest Compromise [] 5. Fed. Est. Tax Return Req'd X---[ 6. Decedent Died Testate [] 7. Decedent had Living Trust 2_ 8. Total number of SDB's --~ 9. Lit'g'tion Proceeds Rec'd [---] 10. Spousal Poverty Credit ~ 11. Election to tax w/Sec. 9113(A) NAME: .................................................................................................................................... ,-,','~ COMPLETE MAILING ADDRESS: Ronald E. Johnson, Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717 243-0123 Ronald E. Johnson, Esq. Andrews & .Johnson 78 W. Pomftet St. Carlisle, PA 17013,;I' 1. Real Estate (Schedule A) (1) $91,000.00 2. Stocks and Bonds (Schedule B) (2) $267,842.74 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch. E) (5) $57,796.44 6. Jointly Owned Property (Schedule F) (6) $2,536.61 ~ Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) $194,432.31 8. Total Gross Assets (total lines 1-7) (8) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (10) 1. Total Deductions (total lines 9&10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to Tax has not been made OFFICIAL USE ONLY $613,608.10 $24,549.08 $204.27 (11) $24,753.35 (1~.) $588,854.75 (13) $1,000.00 Z 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal 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 $0 $48,264.32 $539,590.04 (14) $587,854.75 x.0._ (15) x.045 (16) x.12 (17) x.15 (18) (19) $0.00 $o.oo $5,791.72 $80,938.51 $86,730.22 20 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ............................................................................................ ~...~ .......... ~...?... .................... ~ ...... Decedent's Complete Address: Ic STREET ADDRESS ITY 30 Valley Street Carlisle Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts STATE PA $80,000.00 $4,210.53 ZIP 17013 $86,730,22 Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A+B+C) (2) $84,210.53 $o.oo $2,519.69 $2,519.69 Total tnterestJPentalty (D+E) 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 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (SA) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT ~ ~i!!ii ================================================================================================================================================================================================ 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: [----"] p~ b. retain the right to designate who shall use the property transerred or its income: ~ ~ c. retain a reversionary interest: or ~ ~ d retain the promise for life of either payments or care? ~ ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? p~ ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary disignation? p~ ~ 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 pena t es of perjury, I declare that I have exam ned this return, including accompanying schedu es and statements, and to the best of my knowledge and belief, it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has an~/knowled~le, SIGNATUI~E OF PERSON RESPONSIBLE..P~R FILING RETURN c/j;~78 West Pomfre. t,~trep~lCarlisle, PA 17013 J ' S I G N ATU~~ Pj~,R ,~.~.O~T~.~iHA N ~ ~I&B~rEI~'ATI VE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sunviving spouse is 3% [72P S. Sec 9116(a)(1 1)(I)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S Sec. 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 deseased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. Sec. 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%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec9116(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. Sec.9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. LAST WILL AND TESTAMENT OF MARY L. BITNER I, MARY L. BITNER, of Carlisle, South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: I direct that all my just debts and fitneral expenses, including my grave marker, shall be paid fi.om the assets of my estate as soon as practicable after my decease. SECOND: It is my wish to be laid to rest at the Cumberland Valley Memorial Gardens, of Carlisle, Pennsylvania, and for Hoffrnan Roth Funeral Home, of Carlisle, Pennsylvania, to make the arrangements. THIRD: I give, devise and specifically bequeath One-thousand dollars ($1,000.00) to the Stewart Cancer Center, located on Sprint Drive, South Middleton Township, Cumberland County, Pennsylvania. FOURTH: I give, devise and specifically bequeath Five-thousand dollars ($5,000.00) to my neighbor, Maxine Roush of Carlisle, South Middleton Township, Cumberland County, Pennsylvania. FIFTH: I have agreed to offer my neighbors, Donald and Maxine Roush, currently living at 34 Valley Street, Carlisle, South Middleton Township, Cumberland County, Pennsylvania, the first right of refusal to purchase my Real Estate located at 30 Valley Street, Carlisle, South Middleton Township, Cumberland County, Pennsylvania for Ten-thousand dollars ($10,000.00) under the fair market value at the time of my death. SIXTH: nephews: A. B. C. D. E. F. G. I give my love and affection only to my following nieces and Ronald Ludt of Carlisle, Pennsylvania; Dr. James Ludt of Bryan Athen, Pennsylvania; Richard Ludt of Moosic, Pennsylvania; Vincent Brian Bistline of Carlisle, Pennsylvania; David Bradford Bistline of Carlisle, Pennsylvania; Jennifer Corbin of Alpharetta, Georgia; William Edward Ludt of Lansdale, Pennsylvania. SEVENTH: I give, devise and specifically bequeath any remainder interest in my IRA account in equal shares, to my sister, Margaret G. Ludt of Carlisle, Pennsylvania and my brother Leon S. Ludt of Carlisle, Pennsylvania if any assets remain in that account at the time of my death. EIGHTH: I give the rest, residue and remainder of that provision to my niece and her husband, Patricia A. Jones and A. Donald Jones of 6 Stone Church Road, Carlisle, Cumberland County Pennsylvania. If they shall predecease me, I give devise and bequeath the residue of my estate, of every nature and wherever situate, to their issue, per stirpes. NINTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. TENTH: I nominate, constitute and appoint my Niece, Patricia A. Jones and her husband, A. Donald Jones as Co-Executors of this my Last Will and Testament. ELEVENTH: I direct my Co-Executors and their successors shall not be required to give bond for the faithfial performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two (2) typewritten pages, each identified by my signature, this /~ ~ day of rl~'r'~'~'l[ {~ ,2000. Signed, sealed, published and declared by the above-named Testatrix, Mary L. Bitner, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) · SS. COUNTY OF CUMBERLAND ) I, Mary L. Bitner, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the 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 affirmed to and acknowledged before me by Mary L. Bitner, the Testatrix, this ~6(L day of (~~ ,2000. Notarial Seal ' Heather L. Smith, Notary Public Carlisle Boro, Cumberland County My Commission Expires Apr. 7, 2003 Member, Pennsylvenia Association ot NotarieS' Mary~L. Bit~r, Testatrix Notary Public COMMONWEALTH OF PENNSYLVANIA ) :SS. COUNTY OF CUMBERLAND ) We, PAUL BRADFORD ORR and O~£_T.~'T._T~/? /¢/. /q,/t~/..-TE-/q__ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that Mary L. Bitner signed willingly and that she executed it as her free and voluntary act for the purpose 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 that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by. PAUL BRADFORD ORR and ~..H~[~TII~J~ [qo HOLTEP,.., ,Y~4nesses, t~~ dayof ~)Lt~ , I Notar'alSea' I ] ~'vvv ~(0 [7/ ~ (SEAL) I Heathor L. Smith, Notary Public I Paul Bradford Orr, Witness I Carlisle Bom, Cumberland County I My Commission Expires Apr. 7, 2003 Member. ^s. oc*at o, ot,ot r*es . 'tro (SE.4i.) Notary Public ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Mary L. Bitner 21-03-0485 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value with is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant fftcts. ITEM DESCRIPTION NUMBER 1 ALL THAT CERTAIN house and lot of ground sitaute on Valley Street, South Middleton Township, Cumberland County, Pennsylvania having thereon erected a ranch style dwelling known and numbered as 30 Valley Street, Carlisle, PA 17013 BEING the same premises which Charles O. Conrad and Virigina B. Conrad, his wife, by their deed dated June 6, 1952 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book Z, Volume 14, Page 485 granted and conveyed until Lee C. Bitner and Mary. L. Bitner, his wife. Lee C. Bitner died on November 13, 1960 thus vesting full fee simple title in Mary L. Bitner, the decedent. Property sold (see settlement sheet attached) VALUE AT DATE OF DEATH $91,000.00 TOTAL (also on line 1, Recapitulation) $91,000.00 Andrews & Johnson · A. SETTLEMENT SHEET 78 W. Porn.fret St., Carlisle, Pa. 17013 HUD-1 RESPA HB 4305-2 B. Type of Loan __-- FHA -- FmHA m C°nv' UninS'vA _ Cony. Ins. IFile N°' L°an N°' IM°rtgage Ins' Case N°' C. This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agents are shown. Items marked "(p.o.c.)" were paid outside the closing: They are shown for informational purposes and are not included in the totals. D. Name and Address of Borrower E.Name and Address of Seller F. Name and Address of Lender Donald G. Roush and Estate of Mary L. Bitner Maxine F. Roush :'atricia A. Jones and A. Donald Jones G. Property Location H.Settlement Agent 30 Valley Street Ronald E. Johnson, Esquire Place of Settlement I. Settlement Date Carlisle, PA 17013 76 West Pomfret Street August 14, 2003 Carlisle, PA 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUM MARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract sales pdce $91,000.00 401. Contract sales price $91,000,00 102. Personal Property 402. Personal property 103. Settlement charges to borrower(line1400) $1,698.50 403. 104. 404. 105. 405. Adjustments for items paid by seller in advance: Adjustments for items paid by seller in advance: 106. City/town taxes to $0.00 406. City/town taxes to $0.00 107. County taxes 8/14/03 to 12/31/03 $64.85 407. County taxes 8/14/03 to 12/31/03 $64.85 108. Assessments to 408. Assessments to 109. Maintenance to 409. Maintenance to 110. School taxes 8/14/03 to 6/30/04 $771.24 410. School taxes 8/14/03 to 6/30/04 $771.24 ll 11. to 411. Commitment fee to ;112. to 412. to 120. GROSS AMOUNT DUE FROM BORROWER: $93,534.59 420. GROSS AMOUNT DUE TO SELLER: $91,836.09 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money 501. Excess deposit (see instructions) 202. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) $1,789.71 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. Commitment Fee 504. Payoff of first mortgage 205. 505. 206. 506.Payoff of second mortgage loan 207. 507. 208. 508. 209. 509. Adjustments for items unpaid by seller: Adjustments for items unpaid by seller: 210. City/town taxes to $0.00 510. City/town taxes to $0.00 211. County taxes to $0.00 511. County taxes to $0.00 212. Assessments to 512. Assessments to 213. School taxes to $0.00 513. Maintenance to 214. to :514. School/taxes to $0.00 215. to 515. to 216. to 516. to 217. to 517. to 218. to 518. to 219. to 519. to 220. TOTAL PAID BY/FOR BORROWER $0.00 520, TOTAL REDUCTION AMOUNT DUE SELLER: $1,789.71 300, CASH AT SETTLEMENT FROM/TO BORROWER 600, CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross amount due from borrower (line 120): $93,534.59 601. Gross amount due to seller (line 420) $91,836.09 302. Less amounts paid by/for borrower (line 220) $0.00 602. Less total reductions in amount due seller $1,789.71 303.CASH ([ ] FROM) ([ X ] TO) BORROWER: $93,534.59 603. CASH ([X ] TO) ([ ] FROM) SELLER: $90,046.38 L. SETTLEMENT CHARGES J7700. TOTAL SALES/BROKER'S COMMISSION Based on price Division of com, nission (line 700) as follows: 701. to 702. $0.00 to 03. Commission paid at settlement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN. $o.oo Paid From Borrower's funds at Settlement Paid From Seller's funds at Settlement 901. Loan origination fee to 802. Loan discount to 803. AppraisalReport to 804. Credit Report to 805. Final inspection fee to 806. Application fee to 807. Assumption Fee to 808. Commitment Fee to 809. FNMA Processing Fee to 810. 812. 813. 900. ITEMS REQUIRED TO BE PAID IN ADVANCE. 901. Interest from to @ per day 902. Mortgage insurance premium for mo. to 903. Hazard insurance premium for yrs. to 904. Flood insurance yrs. to 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard insurance mo. @ per mo, 1002. Mortgage insurance mo. @ per mo. 1003. City property taxes mo. @ per mo. 1004. County property taxes mo. @ per mo. 1005. Annual assessments (Maint.) mo. @ per mo. 1006. School Property Taxes mo. @ per mo. 1007. Water Dist. Prop. Tax mo. @ per mo. 1008. Aggragate Escrow Adjustment 1009. $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 1100. TITLE CHARGES: 1101. Settlement or closing fee to 1102. Abstract or true search to 1103. Title examination to 1104. Title insurance binder to 1105. Document preparation to to 1106. Notary fees to 1107. Attorney fees to Andrews & Johnson POC Attorney fees to Andrews & Johnson $750,00 1108. True insurance to (includes above items No.: 1109. Lender's coverage $0.00 1110. Owner's coverage $0.00 1111. TrUe Insurance Endorsements 1112. Restrictions 1113. Messenger service to Andrews & Johnson 114. Wire fee to Andrews & Johnson 1115.Closing Protection Letter fee to Commonwealth Land Title 200 GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording fees: Deed $38.50 Mortgage Satis Piec 1202. City/county tax stamps: Deed $910.00 Mortgage 1203. State taxJstamps: Deed $910.00 Mortgage 1204. Tax Certificates 1205. $910.00 1300 ADDITIONAL SE-I-I'LEMENT CHARGES 1301. Survey 1302. Pest inspection 1303. Judy Campbell, Tax Collector 2003-04 school $879.71 1304. 1305. 1400. TOTAL S~ I ~ LEMENT CHARGES (entered on lines 103, Section J and 502, Section K) $1,698.50 $1,789.71 File Number CERTIFICATION I direct and authorize the Company to make the distributions indicated for my account on the attached HUD-1 Settlement Statement, approving the tax prorations indicated therein, and understand that prorations were based on figures for the preceding year, or estimates for the current year, and in the event of any change for the current year, all necessary adjustments must be made between Seller and Borrower direct; likewise and DEFICIT in delinquent taxes will be reimbursed to Title Company by the Seller. I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge land belief it is a true and accurate statement of all receipts and disbursements made on my laccount or by me in this transaction. I further certify that I have received a copy of the HUD-1 I Settlement Statement. Donald G. Roush Patricia A. Jones ~/' ~" rrowers Maxine F. Roush Sellers- ' A.D.,~'~'1d-J0nes To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared is a true and accurate account of the funds which were received and have been or will be d sbursed by the undersigned as part of the settlement of this transaction. S//~lement/~gent ~/,~nald E. Johnson Date - ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER Mary L. Bitner 21-03-0485 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 1 2 3 4 US Treasury Series E Bonds (see list attached) US Treasury Series EE Bonds (see list attached) US Treasury Series HH Bond No. D5764610 Iq3t issued 12/2001 US Treasury Series HH Bond No. V1611631 HH issued 12/2001 VALUE AT DATE OF DEATH $92,597.50 $169,745.24 $5O0.00 $5,000.00 TOTAL (also on line 2, Recapitulation) $267,842.74 MARY L. BITTNER INDIVIDUAL E BOND SUMMARY A B C D E F G H 31 32 33 AMOUNT TYPE OF SERIAL NUM ISSUE DATE DODVALUE 34 BOND 36 100 E C2111190718E Jan-73 $518.24 37 100 E C2111190717E Ma~73 $519.56 38 100 E C2111190716E Apr-73 $519.56 39 500 E D210767816E May-73 $2,597.80 40 100 E C2111190776E May-73 $519.56 41 100 E C2111190775E Jun-73 $520.80 42 100 E C2111190774E Jul-73 $522.36 43 100 E C2111190773E Aug-73 $523.48 44 100 E C2111190689E Sep-73 $513.32 45 100 E C2111190688E, Nov-73 $513.32 - 46 100 E C2111190687E Dec-73 $503.84 47 100 E C2111190686E Jan-74 $493.96 48 100 E C2111190685E Feb-74 $493.96' 49 500 E D210767807E Jul-74 $2,450.40 50 500 E D210767813E Jul-74 $2,450.40 51 500 E D210767823E Jul-74 $2,450.40 52 25 E Q6411475548E Sep-74 $122.52 53 75 E K222686383 Sep-74 $376.56 54 100 E C2111190743 Sep-74 $490.08 55 500 E D210767812E Sep-74 $2,450.40 56 500 E D210767808E Sep-74 $2,450.40 57 500 E D210767821E Sep-74 $2,450.40 58 500 E D210767822E Sep-74 $2,450.40 59 500 E D210768118E Sep-74 $2,450.40 60 500 E D210767819E Sep-74 $2,450.40 61 500 E D210767817E Sep-74 $2,450.40 62 100 E C2111190742E Oct-74 $490.08 63 100 E C2111190741E Nov-74 $494.76 64 100 E C2111190740E Jan-75 $486.20 65 100 E C2111190739E Jan-75 $486.20 66 500 E D210767814E Jan-75 $2,431.00 67 500 E D210767809E Jan-75 $2,431.00 68 500 E D210767818E Jan-75 $2,431.00 69 500 E D210768119E Jan-75 $2,431.00 70 500 E D210767820E Jan-75 $2,431.00 71 100 E C2111190715E Feb-75 $486.20 72 100 E C2111190714E Mar-75 $486.20 73 100 E C2111190713E Mar-75 $486.20 74 100 E C2111190712E Apr-75 $486.20 75 100 _E C2111190711E May-75 $490.88 76 100 E C2111190772E May-75 $490.88 77 100 E C2111190771E Jun-75 $492.04 78 100 E C2111190770E Jun-75 $492.04 79 I I MARY L. BITTNER INDIVIDUAL E BOND SUMMARY 80 A B CI D I E I F G I H 81 AMOUNT TYPE OF SERIAL NUM ISSUE DATE DOD VALUE 82 BOND 84 100 E C2111190440E Jun-75 $492.04 85 100 E C2111190769E Jul-75 $482.40 86 100 E C2111190768E Jul-75 $482.40 87 100 E C2111190684E Aug-75 $482.40 88 100 E C2111190683E Aug-75 $482.40 89 100 E C2111190682E Sep-75 $482.40' 90 100 E C2111190680E Oct-75 $482.40 91 100 E C2111190681E O~-75 $482.40 92 100 E C2111192072E Nov-75 $487.12 93 100 E C2111192073E Nov-75 $487.14 94 100 E C2111192074E Dec-75 $488.20 95 100 E C2111192076E Jan-76 $478.64 96 100 E C2111192075E Jan-76 $478.64 97 100 E C2111190738E Feb-76 $478.64 - 98 100 E C2111190737E Feb-76 $478.64 99 100 E C2111190736E Ma~76 $478.64 100 100 E C2111190735E Ma~76 $478.64 101 100 E C2111190734E Ap~76 $478.64 102 100 E C2111190710E Ap~76 $478.64 103 100 E C2111190709F May-76 $483.20 104 100 E C2111190708E Jun-76 $484.28 105 100 E C2111190707E Jun-76 $484.28 '106i 100 E C2111190706E Jul-76 $474.68 107 100 E C2111190767E Jul-76 $474.68 108 100 E C2111190765E Aug-76 $474.68 109 100 E C2111190766E Sep-76 $474.68 110 100 E C2111190764E Sep-76 $474.68 111 100 E C2111190763E Oct-76 $474.68 112 100 E C2111190669E Oct-76 $474.68 113 100 E C2111190678E Nov-76 $479.32 114 100 E C2111190677E Nov-76 $479.32 115 100 E C2111190676E Dec-76 $480.68 116 100 E C2111190675E Dec-76 $480.68 117 100 E C2111192077E Jan-77 $471.24 118 100 E C2111192078E Feb-77 $471.24 119 100 E C2111192079E Feb-77 $471.24 120 100 E C2111192081E Ma~77 $471.24 121 100 E C2111192080E Ma~77 $471.24 122 100 E C2111190733E Apr-77 $471.24 123 100 E C2111190731E Ma~77 $475.92 124 100 E C2111190732E May-77 $475.92 125 100 E C2111190730E Jun-77 $476.92 126 100 E C2111190729E Jul-77 $467.48 127 100 E C2111190705E Jul-77 $467.48 128 100 E ,C2111190704E Au~-77 $467.48 MARY L. BITTNER INDIVIDUAL E BOND SUMMARY 129A B CID E IF G iH 130 AMOUNT TYPE OF SERIAL NUM ISSUE DATE DOD VALUE 131 BOND J I 132 100 E C2111190703E Aug-77 $467.48 133 100 E C2111190702E Sep-77 $467.48 134 100 E C2111190701E Sep-77 $467.48 135 100 E C2111190762E Sep-77 $467.48 136 100 E C2111190761E Oct-77 $467.48 137 100 E C2111190759E Nov-77 $428.72 '138 100 E C2111190760E Nov-77 $428.72 139 100 E C2111190758E Dec-77 $429.92' 140 100 E C2111190674E Dec-77 $429.92 141 100 E C2111190673E Jan-78 $421.48 142 100 E C2111192084E Feb-78 $421.48 143 100 E C2111192085E Feb-78 $421.48 144 100 E C2111190727E Mar-78 $369.36 '145 100 E C2111190728E Ma>78 $369.36 146 100 E C2111190700E Ap~78 $369.36 147 100 E C2111190699E Ap>78 $369.36 148 100 E C211119075'/E May-78 $350.04 149 100 E C2111190756E Jun-78 $350.92 150 100 E C2111190672E Jun-78 $350.92 151 100 E C2111190671E Jul-78 $344.08 ~152 100 E C2111192083E Jul-78 $344.08 153 100 E C2111192082E Aug-78 $344.08 154 100 E C2111190726E Sep-78 $344.08 155 100 E C2111190725E Sep-78 $344.08 156 100 E C2111190698E Oct-78 $344.08 157 100 E C2111190897E Ocb78 $344.08 158 100 E C2111190755E Nov-78 $347.36 159 100 E C2111190754E Nov-78 $347.36 160 100 E C2111190670E Dec-78 $348.28 161 100 E C2111190690E Dec-78 $348.28 - 162 100 E C2111192086E Jan-79 $341.52 163 100 E C2111192087E Feb-79 $341.52 164 100 E C2111190723E Feb-79 $341.52 165 100 E C2111190724E Ma~79 $341.52 166 100 E C2111190696E Ap~79 $341.52 167 100 E C2111190695E Ap>79 $341.52 168 100 E C2111190752E Ma~79 $344.84 169 100 E C2111190753E May-79 $344.84 170 100 E C2111190691E Jun-79 $345.64 171 100 E C2111190679E Jul-79 $338.84 172, 100 E C2111192089E Jul-79 $338.84 "173 100 E C2111192088E Aug~79 $338.84 174 100 E C2111190722E Aug-79 $338.84 175 100 E C2111190721E Sep-79 $338.84 -- 176 100 E C2111190693E Oct-79 $338.84 177 100 E C2111190694E Oct-79 $338.84 MARY L. BITTNER INDIVIDUAL E BOND SUMMARY A B Cl D E I F G I H 178 AMOUNT TYPE OF SERIAL NUM DATE OF ISSUE DOD VALUE 179 BOND 181 100 E C2111190751E Nov-79 $342.04 '182 100 E C2111190750 E Nov-79 $342.04 183 100 E C2111190749E Dec-79 $342.04 184 100 E C2111190692E De¢-79 $342.04 185 100 E C2111190668E Jan-80 $335.36 186 187 I I $92,597.50 MARY L. BITTNER INDIVIUAL BOND SUMMARY EE BONDS 'AMOUNT TYPE OF SERIAL NUMBER ISSUE DATE DOD VALUE BOND 100 EE C 142727805E E Nov-87 $116.76 1,000 EE M25377602EE Nov-87 $1,167.60 100 EE C 142727806EE Nov-87 $116.76 10,000 EE X1486462EE Mar-88 $11,448.00 10,000 EE X1486463EE Mar-88 $11,448.00 10,000 EE ×1486464EE Mar-88 $11,448.00 1,000 EE M35280969EE May-89 $1,100.40 1,000 EE M35280968EE May-89 $1,100.40 1,000 EE M35280971EE May-89 $1,100.40 1,000 EE M35280966EE May-89 $1,100.40 500 EE D16071188EE May-89 $550.20 1,000 EE M35280972EE May-89 $1,100.40 1,000 EE M35280967EE May-89 $1,100.40 5,000 EE V1963714EE Jul-90 $5,184.00 50 EE L473639731EE Jul-90 $51.84 50 EE L473639729EE Jul-90 $51.84 50 EE L473639732EE Jul-90 $51.84 1,000 EE M41170567EE Jul-90 $1,036.80 1,000 EE M41170568EE J ul-90 $1,036.80 1,000 EE M41170569EE J ul-90 $1,036.80 1,000 EE M41170570EE Jul-90 $1,036.80 1,000 EE M41574700EE Sep-90 $1,036.80 1,000 EE M41574702EE Sep-90 $1,036.80 1,000 EE M41574701EE Sep-90 $1,036.80 10,000 EE X1890277EE Sep-90 $10,368.00 5,000 EE V1966353EE Sep-90 $5,184.00 1,000 EE M41801444EE Jan-91 $1,016.40 1,000 EE M41801445EE Jan-91 $1,016.40 5,000 EE V2110260EE Jan-91 $5,082.00 10,000 EE X2084531EE Jan-91 $10,164.00 10,000 EE ×2084532EE Jan-91 $10,164.00 1,000 EE M1801446EE Jan-91 $1,016.40 1,000 EE M41824899EE Jan-91 $1,016.40 1,000 EE M41824900EE Jan-91 $1,016.40 10,000 EE X2161626EE Jan-92 $9,584.00 10,000 EE X2161625EE Jan-92 $9,584.00, 5,000 EE V2691975EE Jan-92 $4,792.00 1,000 EE M48489663EE Jan-92 $958.40 1,000 EE M48489664EE Jan-92 $958.40 1,000 EE M48489665EE Jan-92 $958.40 200 EE R84139243EE Jan-92 $191.68 200 EE R84139245EE Jan-92 $191.68 200 EE R84139244 Jan-92 $191.68 200 I EE R86776268EE Mar-92 $191.68 200I EE R86776269EE Mar-92 $191.68 1,000 EE M49397316EE Mar-92 $958.40 MARY L. BITTNER INDIVIUAL BOND SUMMARY EE BONDS AMOUNT TYPE OF SERIAL NUMBER ISSUE DATE DOD VALUE BOND 10,000 EE X2398182EE Jan-93 $9,032.00 10,000 EE X2398183EE Jan-93 $9,032.00 10,000 EE X2398184EE Jan-93 $9,032.00 10,000 EE X4595646EE Mar-94 $7,724.00 5,000 EE V4735622EE Mar-94 $3,862.00 1,000 EE M61925747EE Mar-94 $772.40 $169,745.24 ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY FILE N73MBER Mary L. Bitner 21-03-0485 (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER VALUE AT DATE OF DEATH 7 8 9 10 Checking Account No. 90318239-Waypoint Bank (see letter attached) Savings Account No. 10188727-Waypoint Bank (see letter attached) IRA Account No. 1100044637-Waypoint Bank No Beneficiary designated -- payable to estate (see letter attached) IRA Account No. 1300042659-Waypoint Bank No Beneficiary designated -- payable to estate (see letter attached) 1982 Oldsmobile automobile - proceeds from sale Household furniture and miscellaneous household items less 1982 Oldsmobile sold and reported above (see appraisal attached) Erie Insurance - car ins. premium refund Express Scripts - prescription refund Donald G. and Maxine F. Roush - reimb, or real estate taxes paid in advance Penn National Ins. - homeowners ins. refund $5,146.66 $161.37 $1,486.34 $46,777.98 $1,200.00 $1,865.00 $115.00 $50.00 $836.09 $158.00 TOTAL (also on line 5, Recapitulation) $57,796.44 Kevin M. Wickard 140 Pleasant Hall Road Carlisle, PA 17013 (717) 241-5341 June 23, 2003 Mary L. Bitner 30 Valley Street Carlisle, PA 17013 I, the undersigned appraiser, have personally inspected the articles listed on the attached summary. To the best of my knowledge, the values stated are tree and correct as of June 23, 2003. I have found most items to be in good condition and have taken into account both physical and functional depreciation in arriving at conclusion of value. I further certify that I have no personal interest in this property and that neither my employment nor compensation is contingent upon the valuation of this property. In my opinion the fair market value oftbe items comained in the estate of Mary L. Bitner of June 23, 2003 is $2,615.00. Respectfully submitted, Kevin M. Wickard GARAGE 1982 Oldsmobile Car Step Ladder Mower Misc. in garage BREEZEWAY Misc. Furniture KITCHEN Refi-igerator Microwave Appliances etc. Baking Dishes Depression Pieces Griswold Pieces Kitchen Utensils Towels Table, (2) chairs DINING ROOM Dining Room Suit Milk Glass Doilies & Linens Silverware Set Sewing Machine Swans LIVING ROOM Marble Top Stand Living Room Furniture Television Antique Chair BEDROOM (4) piece bedroom suit Blue Table Lights Rocker Round Stand $750.00 5.00 25.00 5.00 10.00 150.00 20.00 10.00 10.00 25.00 25.00 25.00 10.00 25.00 200.00 5.00 10.00 25.00 5.00 10.00 50.00 10.00 50.00 500.0O 100.00 10.00 10.00 20.00 25.00 BEDROOM Light Cedar Chest Blankets Sweepers Stereo Fan Single Bed Misc. Storage Cabinet Maytag Washer Maytag Washer Tub Ice Box Freezer Bike Crocks Canner & Roaster Wheelbarrow Tools Misc. 10.00 100.00 10.00 100.00 10.00 5.00 25.00 5.00 10.O0 50.00 10.00 5.00 50.00 50.00 10.00 10.00 10.00 5.00 10.00 5.00 $2,615.00 ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER Mary L. Bitner 21-03-0485 ADDRESS RELATIONSHIP TO DECEDENi' Stone Church Road, Carlisle, PA 17013 niece Joint Tenant (s): NAME A) Patricia A. Jones B C Jointly-own ,~d property: ITElVi LE1TISR~ DATE DESCRIPTION OF TOTAL DECD'S DOLLAR VALUE OF NUMBER FOR MADE PROPERTY VALUE % INT. DECEDENT'S JOINT JOINT OF ASSET INTEREST TENANT 1 A 4/4/00 Certificate of Deposit No: 3 I003910777150-M&T Bank $5,130.11 50% $2,536.61 on 6, Recapitulation) $2,536.61 Manufacturers and Traders Trust Company, 1100 Wehrle Drive, P.O. Box 767', Buffalo, NY 14240-0767 Andrews & Johnson Attorneys At Law 78 West Pomfret Street Carlisle, PA 17013 Phone (302) 934-2909 F ax (302) 934-2955 July 9, 2003 Re: Estate of Mary L. Bitner Social Security: 199-07-685 7 Date of Death: June 5, 2003 Dear Sir or Madam: Per your inquiry dated June 19, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type of Account Account Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest Total Certificate of Deposit 31003910777150 Mary L Bitner, Owner Patricia A Jones, Owner 04/04/00 55, o73.21 $ 56.90 $5,15o. ll (302) 934-2909 ESTATE OF SCHEDULE G TRANSFERS FILE NUMBER Mary L. Bitner 21-03-0485 This schedule to be completed and filed if the answer of the uestion on the ITEM DESCRIPTION EXCLUSION TOTAL VALUE DECD.% DOLLAR VALUE NUMBER -' OF ASSET INT OF DECD. INT 1 AIG Annuity No: T001515860- beneficiary Patricia A. Jones (see letter attached) $22,308.70 100.0% $22,308.70 2 AIG Annuity No: BX205173 - beneficiary Patricia A. Jones (see letter attached) $5,122.27 100.0% $5,122.27 3 Glen Brook Annmty No: 0840544 - beneficiary Patricia A. Jones (see letter attached) $6,294.84 100.0~ $6,294.84 4 John Hancock Annuity No: 287294 beneficiary Patricia A. Jones (see letter attached) $3,975.93 100.0% $3,975.93 5 Certificate of Deposit No: 1700015362 Waypoint Bank - Mary L. Bitner, I Tmstee/Patricia A. Jones Beneficiary (see letter attached) I $20,151.70 100.0% $20,151.70 6 Certificate of Deposit No: 1765314725 Waypoint Bank - Mary L. Bitner, [ Tmstee/Patricia A. Jones Beneficiary (see letter attached) I $721.36 100.0~ $721.36 7 Certificate of Deposit No: 000004271 Waypoint Bank - Mary L. Bitner, ] Tmstee/Patricia A. Jones Beneficiary (see letter attached) I $1,442.56 100.0% $1,442.56 8 Certificate of Deposit No: 700009772 Waypoint Bank - Mary L. Bitner, ] Trustee/Patricia A. Jones Beneficiary (see letter attached) $2,726.96 100.0% $2,726.96 SUBTOTAl. $62,744.32 ESTATE OF SCHEDULE G - continued TRANSFERS Mary L. Bitner This schedule to be completed and filed ffthe answer of the question on the reverse of the cover is yes. FILE NUMBER 21-03-0485 fi'EM DESCRIPTION NUMBER 10 11 12 13 14 15 16 IEXCLUSION Certificate of Deposit No: 7100017223 Waypoint Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) Certificate of Deposit No: 7100025584 Waypoim Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) Certificate of Deposit No: 8000036094 Waypoint Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) Certificate of Deposit No: 8000038393 Waypoint Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) Certificate of Deposit No: 8000041191 Waypoint Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) Certificate of Deposit No: 800043048 Waypoint Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) Certificate of Deposit No:8000045886 Waypoint Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) Certificate of Deposit No: 8000057622 Waypoim Bank - Mary L. Bitner, Tmstee/Patricia A. Jones Beneficiary (see letter attached) SUBTOTAL TOTAL VALUE OF ASSET $13,768 $6,744.55 $1,439.09 $1,430.51 $1,350.98 $761.91 $7,540.90 $4,072.71 DECD.% DOLLAR VALUE INT OF DECD. INT 100.05 100.0~ 100.0% 100.05 100.0% 100.0~ 100.0~ 100.0~ $13,768.35 $6,744.55 $1,439.09 $1,430.51 $1,350.98 $761.91 $7,540.90 $4,072.71 $37,109.00 ESTATE OF SCHEDULE G - continued TRANSFERS Mary L. Bitner This schedule to be completed and filed if the answer of the ~ aestion onthe FILE NUMBER 21-03-0485 ri'EM DESCRIPTION EXCLUSION TOTAL VALUE DECD.% DOLLAR VALUE NUMBER OF ASSET INT OF DECD. INT 17 Certificate of Deposit No: 247412081481864 Wachovia Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) $6,115.31 100.0% $6,115.31 18 Certificate of Deposit No: 1100190 Commerce Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) 100.0% $18,054.98 19 Certificate of Deposit No: 1100198- Commerce Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) 100.0% $7,512.35 20 Certificate of Deposit No: 1100220 Commerce Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) 100.0% $8,218.63 21 Certificate of Deposit No: 1100259 Commerce Bank - Mary L. Bitner, i Trustee/Patricia A. Jones Beneficiary (see letter attached) 100.0% $5,250.56 22 Certificate of Deposit No: 1100299- Commerce Bank - Mary L. Bitner, Tmstee/Patricia A. Jones Beneficiary ~ (see letter attached) 100.0% $3,890.79 23 Certificate of Deposit No: 1100519- Commerce Bank - Mary L. Bitner, Trustee/Patricia A. Jones Beneficiary (see letter attached) 100.0% $4,023.89 24 US Treasury Series HH Saving Bond Seriel No: M8503023HH - Mary L. Bitner/POD Patricia A. Jones (see letter attached) I $1,000.00 100.0% $1,000.00 $54,066.51 ESTATE OF SCHEDULE G - continued TRANSFERS FILE NUMBER Mary L. Bitner This schedule to be completed and filed if the answer of the c uestion on the 21-03-0485 ITEM DESCRIPTION EXCLUSION TOTAL VALUE DECD.% DOLLAR VALUE NUMBER OF ASSET INT OF DECD. INT 25 US Treasury Series HH Saving Bond Seriel No: M8503022HH Mary L. Bimer/POD Patricia A. Jones (see letter attached) $1,000.00 100.0% $1,000.00 26 US Treasury Series HH Saving Bond Seriel No: M8503021HH i Mary L. Bitner/POD Patricia A. Jones (see letter attached) $1,000.00 100.0% $1,000.00 27 US Treasury Series HH Saving Bond Seriel No: M8503020HH Mary L. Bitner/POD Patricia A. Jones (see letter attached) $1,000.00 100.0% $1,000.00 28 US Treasury Series HH Saving Bond Seriel No: M8503019HH Mary L. Bitner/POD Patricia A. Jones (see letter attached) $1,000.00 100.0% $1,000.00 29 US Treasury Series HH Saving Bond Seriel No: M8503024HH Mary L. Bitner/POD Patricia A. Jones (see letter attached) $1,000.00 100.0% $1,000.00 30 US Treasury Series EE Saving Bond-Mary L. Bitner/POD Patricia A. Jones (see list attached) $35,512.48 100.0% $35,512.48 $IIRTt'~TAI $40,512.48 TOTAL (also on line 7, Recapitulation) $194,432.31 GROUP 2500 Kingston Road York, PA 17402 717-840-8412 June 26, 2003 Ronald E Johnson Esquire 78 W. Pomfret St Carlisle PA 17013 Dear Mr. Johnson: RE: Estate of Mary L Bitner I offer you the following information regarding the annuities Mary Bitner had purchased through Waypoint Investment Group, now Waypoint Financial Center. The values below are as of 6/5/03. AIG T001515860 AIG BX205173 Glenbrook 0840544 John Hancock 287294 $22,308.70 5,122.27 6,294.84 3,975.93 Patricia A Jones is the sole beneficiary on all of the above. I look forward to working with you and Patricia. If you need any additional information, please feel free to contact me. Sincerely, Teresa F Kline Investment Representative cc: Patricia A Jones IFNDOi(~ MAY LOSE VALUE Securities are offered through Essex National Securities, Inc., member NASD.SIPC. INSURED NOT BANK GUARANTEED Insurance products are offered through Waypoint Insurance Services. LOOK FOR US. WE'LL GET YOU THERE. 07/14/2003 ANDREWS & ANDREWS 78 W POMFRET ST CARLISLE PA 17013 The information which you requested on the account(s) of MARY BITNER (Social Security Number 199-07-6857) is/are as follows: Account Number 10188727 ',- 110004463T Class of Account SAVINGS IRA Date Opened I 1/04/92 12/14/95 Principal Balance 161.36 1485.54 Accrued Interest .01 .80 Balance at Date of 161.37 1486.34 Death Account Ownership SOLE SOLE Name of Joint Owner, if any Date Ownership Was Established 7000009772 7100017223 7100025584 Account Number CERTIFICATE CERTIFICATE CERTIFICATE Class of Account 01/14/00 12/29/01 02/25/02 Date Opened 2725.94 13760.61 6742.01 Principal Balance 1.02 7.74 2.54 Accrued Interest 2726.96 13768.35 6744.55 Balance at Date of Death TRU/BEN TRU/BEN TRU/BEN Account Ownership PATRICIA PATRICIA PATRICIA Name of Joint JONES JONES JONES Owner, if any 01 / 14/00 12/29/01 02/25/02 Date Ownership Was Established 1300042659 '- 1700015362 IRA CERTIFICATE 03/27/95 02/15/00 46751.18 19579.65 26.80 572.05 46777.98 20151.70 SOLE TRU/BEN PATRICIA JONES 02/15/00 8000036094 CERTIFICATE 09/22/97 1438.55 .54 1439.09 1765314725 7000004271 CERTIFICATE CERTIFICATE 06/19/97 11/05/96 702.27 1441.79 19.09 .77 721.36 1442.56 TI{U/BEN TRU/BEN PATRICIA PATRICIA JONES JONES 06/19/97 11/05/96 8000038393 8000041191 CERTIFICATE CERTIFICATE 11/05/97 02/17/98 1429.43 1350.50 1.08 .48 1430.51 1350.98 TRU/BEN TRU/BEN TI{U/BEN PATRICIA PATRICIA PATRICIA JONES JONES JONES 09/22/97 11/05/97 02/17/98 P.O. Box 171 I, HARRISBURG. PENNSYLVANIA 17105-1711 Toll FrEE 1-866-WAYPOINT (I-866-~92E)-7646) · IN YORK AREA 717/81S-4500 · www. wagpointbank, com 07/14/2003 LOOK FOR US. WE'LL GET YOU THERE. Account Number 8000043048 8000045886 8000057622 90318239 Class of Account CERTIFICATE CERTIFICATE CERTIFICATE CHECKING' Date Opened 05/01/98 11/25/98 06/01/00 08/28/84 Principal Balance 761.63 7538.13 4071.30 5146.65 Accrued Interest .28 2.77 1.41 .01 Balance at Date of 761.91 7540.90 4072.71 5146.66 Death Account Ownership TRU/BEN Name of Joint PA.TRICIA Owner, if any JONES Date Ownership 05/01/98 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested TRU/BEN TRU/BEN PATRICIA PATRICIA JONES JONES 11/25/98 06/01/00 SOLE /~cere!y,/ RO. Box 171 I. HARRISBURG, PENNSYLVANIA 17105-1711 Toll Fr~ 1-866-WAYPOINT (I-866-929-7646) · IN YORK AREA 717/815-4500 · wvvw. wagpointbank.com First Union/Wachovia. Attn: Balance Confirmation Services P O Box 40028 Roanoke VA 24022-7313 June 30, 2003 ANDREWS & JOHNSON ATTORNEYS AT LAW 78 W POMFRET ST CARLISLE, PA 17013 Reference ID: 639865 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: MARY L BITNER (SSN# 199-07-6857) Date of Death: June 5, 2003 Account Type Deposit Account Information Account Date of Death Average Date Maturity Interest Accrued YTD Date Number Balance Balance* Opened Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412081481864 LEGAL TITLE: MARY L. BrrNER, TRUSTEE PATRICIA L. JONES, BENEFICIARY $6,115.31 3/7/2001 4/7/2005 $29.37 $145.72 Account Type * Due to system limitations, we can only provide a twelve month average balance on depository accounts. Other Account Information Account Date of Balance Date Date Number Opened Closed Ledger Collected SAFE DEPOSIT BOX LEGAL TITLE: MARY L. BITNER LOCATION: 604 E HIGH ST CARLISLE PA 17013 PHONE 717-249-8182 0758551600460 3/21/1995 000671 Reference ID: 639865 * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were Phone: (540)563-7323 chc; ag 000671 Time Deposit (CD) #1100190 Term: 3647 Months Opened: 11/22/2000 Primary Owner: Mary L. Bituer Beneficiary: Patricia A. Jones Original Deposit Amount: $15,294.00 Current Balance: $18,464.12 Principal Balance as of 1/2003:$17,656.08 Interest Balance in 2003 up to date of death: $489.90 Total Interest Balance up to date of death: $2,760.98 Balance of Time Deposit (principal + interest) on date of death: $18,054.98 Maturity Date: 11/22/2003 Commerce Bank. Time Deposit (CD) #1100198 Term: 3647 Months Opened: 11/28/2000 Primaw Owner: Mary L. Bitner Beneficiary: Patricia A. Jones Original Deposit Amount: $6,363.55 Current Balance: $7,682.58 Principal Balance as of 1/2003:$5,990.48 Interest Balance in 2003 up to date of death: $203.84 Total Interest Balance up to date of death: $1,148.80 Balance of Time Deposit (Principal + Interest) on date of death: $7,512.35 Maturity Date: 11/28/2003 Time Deposit (CD) #1100220 Term: 3647 Months Opened: 12/13/2000 Primary Owner: Mary L. Bitner Beneficiary: Patricia A. Jones Original Deposit Amount: $7,000.00 Current Balance: $8,404.87 Principal Balance as of 1/2003:$7995.64 Interest Balance in 2003 up to date of death: $222.99 Total Interest Balance up to date of death: $1218.63 Balance of Time Deposit (Principal + Interest) on date of death: $8,218.63 Maturity Date: 12/13/2003 Time Deposit (CD) #1100259 Term: 60-120 Months Opened: 1/09/2001 Primary Owner: Mary L. Bitner Beneficiary: Patricia A. Jones Original Deposit Amount: $4,559.55 Current Balance: $5,358.88 Principal Balance as of 1/2003:$5,120.58 Interest Balance in 2003 up to date of death: $129.98 Total Interest Balance up to date of death: $691.01 Balance of Time Deposit (Principal +Interest) on date of death: $5,250.56 Maturity Date: 1/09/2006 Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 Time Deposit (CD) #1100299 Term: 48-59 Months Opened: 3/19/2001 Primary Owner: Mary L. Bitner Trustee: Patricia L. Jones Original Deposit Amount: $3,464.85 Current Balance: $3,961.57 Principal Balance as of 1/2003:$3,805.63 Interest Balance in 2003 up to date of death: $85.16 Total Interest Balance up to date of death: $425.94 Balance of Time Deposit (Principal + Interest) on date of death: $3890.79 Maturity Date: 3/19/2005 Time Deposit (CD) #1100519 Term: 12-23 Months Opened: 12/13/2002 Primary Owner: Mary L. Bitner Beneficiary: Patricia L. Jones Original Deposit Amount: $4,000.00 Current Balance: $4,075.59 Principal Balance as of 1/2003:$4,000.00 Interest Balance in 2003 up to date of death: $23.89 Total Interest Balance up to date of death: $23.89 Balance of Time Deposit (Principal + Interest) on date of death: $4,023.89 Commerce k. Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 MARY L. BITTNER POD PATRICIA JONES EE BOND SUMMARY A AMOUNT B TYPE OF BOND D E F SERIAL NU ISSUE DATE G H DOD VALUE ~ 1,000 1,000 200 1,000 1,000 1,000 5OO 1,000 100 5OO 100 2OO 2OO 2OO 2OO 1,000 1,000 ~10,000 1,000 1,000 1,000 1,000 5,000 ~ 5,000 1,000 ~ 1,000 _~ EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE EE M31759242EE M31759244EE R60811003E M31759243EE M31759241EE M31759245E Dl1524581 M16088578EE 8770727EI D14874821EE C133578406EE __R67269892EI: R672 69890E R67269891 EE R67269893E M41136354EE M41136353E1: X4583483EE M60093563EI M60093562E M60093561 El: M60093560EI: V5182222EE V5182223EE M64821955EE M64821956 Nov-82 Nov-82 Nov-82 Nov-82 Nov-82 Nov-82 Aug-86 Aug-86 Aug-86 Aug-87 Aug-87 May-90 May-90 May-90 May-90 May-90 Ma~90 Jan-94 Jan-94 Jan-94 Jan-94 Jan-94 Jan-95 Jan-95 Jan-95 Jan-95 $1,924.40 $1,924.40 $384.88 $1 $675.6O $135.12 $586.00 $117.2( $21 ;35,512.48 $772.4, $738.8( $738J $21 $211.1 $7,724.00 $772.4~ $772.4( $772.4 ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Mary L. Bitner (All proper~y jointly-owned with Right of Survivorship must be disclosed on Schedule F) FILE NUMBER 21-03-0485 fl'EM DESCRIPTION NUMBER Funeral Expenses: Hoffman-Roth Funeral Home 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Administrative Costs: Personal Representive Commissions Social Security Number of Personal Representative: Attorney fees to Andrews & Johnson Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: Probate Fees to Register of Wills Additional Probate fees to Register of Wills Accountant's Fees to Patricia A. Rosendale, CPA Tax Return Preparer's fees to Patricia A. Rosendale, CPA Diversified Appraisal - appraisal fee Waypoint Bank - check charge PP&L - electric bill The Sentinel - estate advertisement Cumberland Law Journal - estate advertisement UIG - gas bill PP&L - electric bill PP&L - electric bill Recorder of Deeds - 1% transfer tax Judy Campbell - 2003-04 school real estate taxes Register of Wills - Pa Inheritance Tax Return filing fee Reserve for closing and accounting State & Zip TOTAL (also on line 9, Recapitulation) AMOUNT $6,047.50 $13,500.00 $275.00 $105.00 $800.00 $750.00 $250.00 $3.00 $20.57 $95.27 $75.00 $8.27 $11.39 $3.37 $910.00 $879.71 $15.00 $800.00 $24,549.08 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Estate of Mar~ L. Bimer 21-03-0485 fl'EM DESCRIPTION NUMBER AMOUNT 1 PP&L - outstanding electric bill $29.23 2 UGI - outstanding gas bill $60.58 3 SMTMA - outstanding water/sewer bill $90.00 4 Sprint - outstanding phone bill $16.87 5 MCI - outstanding phone bill $7.59 TOTAL (also on line 10, Recapitulation) $204.27 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Mary L. Bitner / 1 -LID -U~3 D fl'EM NAIVE AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 1 Leon S. Ludt brother $24,132.16 508 Bumthouse Road, Carlisle, PA 17013 1/2 of IRAs reported on Schedule E items 3 &4 2 Margaret S. Ludt sister $24,132.16 503 A South West Street, Carlisle, PA 17013 1/2 of IRAs reported on Schedule E items 3 &4 3 Maxine Roush friend $5,000.00 34 Valley Street, Carlisle, PA 17013 4 Patricia A. Jones and A. Donald Jones niece and her husband residue 6 Stone Church Road, Carlisle, PA 17013 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: 1. Stuart Cancer Center 5A Sprint Drive, Carlisle, PA 17013 $1,000.00 TO TAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $1,000.00 BUREAU OF ZNDZVTDUAL TAXES /NHERITANCE TAX DZVZSION DEPT. Z80601 HARRTSDURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX REV-1;¢7 El( AFP C01-03) RONALD E JOHNSON ESQ ANDRENS & JOHNSON 78 N POHFRET ST CARLISLE PA 1701:5 DATE 12-01-2005 ESTATE OF BITNER DATE OF DEATH 06-05-2005 FZLE NUMBER 21 05-0q85 iCOUNTY CUMBERLAND ACN 101 MARY L CUT ALONG THZS LZNE ~ Am°un'l' Remi'l't:ed HAKE CHECK PAYABLE ANn REH'tT PAYHENT TO: REGISTER OF ~/ILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAZN LONER PORTZON FOR YOUR RECORDS REV-1547 EX AFP (01-03} NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCT/ONS AND ASSESSHENT OF TAX ESTATE OF BITNER MARY L FZLE NO. 21 05-0q85 ACN 101 DATE 12-01-2003 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN I Real Es~a*e (Schedule A) 2 S~ocks and Bonds (Schedule B) $ Closely Held S~ock/Per~nership Tn*eres~ (Schedule C) Hor~gages/No~es Receivable (Schedule D) Cash/Dank Deposi*s/Hisc. Personal Proper~y (Schedule E) 6 Jointly Owned Proper~y (Schedule F) 7 Transfers (Schedule G) 8 To~el Asse~s APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Adm. Cos*s/Misc. Expenses (Schedule H) 10. Debts/Hot,gage Liabilities/Liens (Schedule Z) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn (1) 91z000.00 (2) 267z8~Z.7~ (3) .00 (r,) .00 (5) 57/796 (6) 2/5:56.61 (7) 19q/q$2.:51 (8) (9) Zq,5q9.08 (10) ZOq.27 NOTE: To insure proper credi~ ~o your account, submi~ ~he upper portion of ~h/s form w/~h your ~ax payment. 15. NOTE: ASSESSMENT OF TAX: 15. Amoun~ of L/ne 1~ e~ Spouse1 rede 16. Amoun~ of Line lq ~ex=ble a~ Lineal/Class A rede 17. Amoun'lc of Line lq e~ S/bl/ng ra~e 18. Amoun'l: of Line lq. ~exable e~ Collateral/Class B ra~e 19. Pr/ncipel Tax Due TAX CREDZTS: PAYMENT RECETpT BATE NUMBER 615,608.10 (11) 2~.753.35 (12) 588,85q.75 08-28-200:5 1,000.00 TF PAID AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULAT/ON OF ADDTT/ONAL ZNTEREST. (15) .00 X O0 = .00 (16) .00 X 0~5= .00 (17) q8,Z6q.$2 x 12 = 5,791.72 (18) 559,590.0q x 15 = 80,958.51 (19)= 86,7:50.22 TOTAL TAX CREDZT BALANCE OF TAX DUEI ZNTEREST AND PEN. TOTAL DUE 8q,Z10.5:5 Z,519.69 .00 2,519.69 ( IF TOTAL DUE KS LESS THAN $1, NO PAYHENT ZS REI~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR TNSTRUCTZONS.) PAYMENT MUST 8E MADE BY 05-05-200q~. D/SCOUNT (+) ZNTEREST/PEN PAZD (-) q,210.5:5 AMOUNT PAZD 80,000.00 CDOO295q reflect figures that include the total of ALL returns assessed to date. Charitable/governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) Ne~: Value of Es~:a~:e Sub~ec~: ~:o Tax (lq) 587,85q.75 Zf an assessment was lssued previously, 11nes l&, 15 and/or 16, 17, 18 and :19 will RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CDRRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life ar for years, the CoamonmeaZth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (72 P.S. Section 91~01. Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of tho Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-Z050; services far taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (7173 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (33 calendar months after the decedent's death, a five percent (521 discount of tho tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, lgBZ will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 are: Interest Daily Interest Daily Interest Daily Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1983 162 .0004~8 1984 112 .000501 1985 132 . 000356 1986 102 .000274 --Interest is calculatad as follows: :INTEREST = BALANCE OF TAX UNPAID 1987 92 .000247 1999 72 .000192 1988-1991 112 .000301 ZOO0 82 .000219 1992 92 .000247 2001 92 .000247 1995-1994 72 .00019Z ZOO2 6Z .000164 1995-1998 9Z .000247 ZO0~ 5Z .000137 X NUNBER OF DAYS DELZNI;IUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (151 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZNDZVTDUAL TAXES 'rNHERZTANCE TAX DZVZS/ON DEPT. ZSO60Z HARRTSBURG, PA 171Z8-0601 CONHONWEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX REV-lS4? EX AFP (Il-oS) RONALD E JOHNSON ESQ ANDREWS & JOHNSON 78 W PONFRET ST CARLISLE PA 17015 CUT ALONG THZS LZNE DATE 12-01-2003 ESTATE OF BITNER DATE OF DEATH 06-05-2003 FZLE NUNBER 21 03-0485 COUNTY CUNBERLAND ACN 101 Amoun~c Rem'~ 'l:~ed NARY HAKE CHECK PAYABLE AND REH'rT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLZSLE, PA 17013 RETA/N LOWER PORT'rON FOR YOUR RECORDS *~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003327 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 199-07-6857 FILE NUMBER: 2103-0485 DECEDENT NAME: BITNER MARY L DATE OF PAYMENT: 12/11/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/05/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,519.69 REMARKS: TOTAL AMOUNT PAID: PATRICIA A ,JONES C/O RONALD E ,JOHNSON ESQUIRE $2,519.69 SEAL CHECK# 111 INITIALS: DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVZSTON DEPT. Z80601 HARRISBURG) PA Z71ZS-0601 RONALD E dOHNSON ESQ ANDREHS & dOHNSON 78 H PONFRET ST CARLISLE PA 17015: COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FILE NUHBER *COUNTY ACN REV-1607 EX AFP COl-OS) 01-20-200q BITNER MARY L 06-05-2005 21 05-0q85 CUMBERLAND 101 Amoun~ RemJ~md HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper crmdi~ ~co your e¢¢oun~, subm/~ ~he upper portion of ~his form wi~h your CUT ALONG THIS LINE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF BITNER MARY L FILE NO. 21 03-0~85 ACN 101 DATE 01-20-200~ THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAMED ESTATE. SHOWN BELO# ZSA SUMHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT.. 12-01-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 86,730 PAYMENT DATE 08-28-2003 12-11-2005 RECEIPT NUMBER CDOO295q CDOO5527 DISCOUNT 'INTEREST/PEN PAID ¢-) q,210.53 .00 AMOUNT PAID 80,000.00 2,519.69 ZF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1) NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT BALANCE OF TAX DUE 86,750.22 .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RES[DENT DECEDENT make check or money order payable to: REGISTER OF #ILLSj AGENT. -- If NON-RESIDENT DECEDENT eaka check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which ems not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313}. Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices or from the Department's Iq-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-Dog-qqT-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Past Assessment Review Unit) Dept. 280601, Harrisburg, PA 17128-060[, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (33 calendar months after tho dacedsnt's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The [SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January [8, [996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 mill bear interest at a rate which ail1 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates far 19DZ through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rata Factor 1982 ZOZ .000548 1987 92 .O00Zq7 1999 72 .O00lgz 1983 162 .000438 1988-1991 112 .000301 ZOO0 8Z .000219 1984 llX .000301 1992 9X .000247 2001 9X .000247 1985 132 .000356 1993-1994 72 .000192 2002 62 .000164 1986 1DX .000274 1995-1998 92 .000Z47 2003 5X .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUtlBER OF DAYS DELINQUENT X DALLY TNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15] days beyond the date af the assessment. Tf payment is aada after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240-6345 Date: 5/03/2005 JOHNSON RONALD E 78 WEST POMFRET STREET CARLISLE, PA 17013 RE: Estate of BITNER MARY L File Number: 2003-00485 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) 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 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: 6/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~A~~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge J, Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: #tell" Y ~. /S'/ Y~~P / Date of Death: Estate No.: ;<lJo.s - '/?~/' 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. Sta~ether administration of the estate is complete: Yes)SJ No 0 2". If the 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 perso~epresen1ative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Com No. (if any) for the personal representative's account is: c. Did the persoe!..representative state an account informally to the parties in interest? Yes ;Kl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. .s:-/~J'- no ture J(;;J?d/d ~ c7f1:7. PL Name 7;7 N. 2:?~ k f,. C!cI~// J/~ //f"t / 7tJI ~ Date: ......... , ..) Address ~Cfr -CJJ~3 Telephone No. Capacity: 0 Personal Representative ~ounsel for personal representative ~ Register of Wills of Cumberland County Estate No.: ~tJlJ "3 - 9J-'t"- 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. Stat~hether administration of the estate is complete: Yes ~ No 0 2. If the 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 0 No 0 b. The separate Orphans' Com No. (if any) for the personal representative's account is: c. Did the perso~epresentative state an account informally to the parties in interest?Yes~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and ma be attached to this report. Date: ~/~J"- c'") ~/ 70/3; Capacity: 0 Personal Representative ~ounsel for personal representative ~