HomeMy WebLinkAbout04-18-12 (2)1505610140
REV-1500 ~ (01-10)
OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO BOX 280601 2 1 1 1 0 1 3 3 8
Harrisbu PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
2 0 4 2 8 0 7 6 3 1 1 1 9 2 0 1 1 0 7 1 8 1 9 3 3
Decedent's Last Name Suffix Decedent's First Name MI
B I T T I N G E R D O R O T H Y C
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
FILL IN APPROPRIATE OVALS BELOW
1. Original Return
~
2. Supplemental Return
~
3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of
death after 12-12-82) ~ 5. Federal Estate Tax Return Required
~ Decedent Maintained a Living Trust
7 8. Total Number of Safe Deposit Boxes
0 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
~ .
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
~
11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
M A R C U S A M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3
First line of address
I R W I N &
Second line of address
6 0 W E S T
City or Post Office
C A R L I S L E
M c K N I G H T P C
P OM F R E T S T R E E T
State ZIP Code
Correspondent's a-mail address:
Under penalties of pery'ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is Vue, correct and wmplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIU~ AF PE SO ESPONSIBLE FOR FILING RETURN DATE
~(, ~l-l y-2o~L
230 RED NK ROAD BOILING SPRINGS PA 170 7
SIGNATURE ,~R OTF~rW REPRESENTATIVE DATE
60 W
P01~IFRdT STREET C~
PLEASE USE ORIGINAL FORM ONLY
1505610140
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Side 1
REGISTER OF WILLS USE ONLY
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PA 17013
1505610140
J
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
DOROTHY C. BITTINGER 21 11 01338
Decedent's Name Page 1 File Number
Correspondents
Name
MAR C U S A
First line of address
I R W I N &
Second line of address
6 0 W E S T
City or Post Office
C A R L I S L E
Correspondent's e-mail address
Daytime Telephone Number
M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3
Mc K N I G H T P C.
P O M F R E T S T R E E T
State ZIP Code
P A 1 7 0 1 3
Under penalties of perjury, I declare that I have examined this return, including acxompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of prepan;r otirer than the personal representative is based on all information of which preparer has any knowk~dge.
SIGNATURE OF RE S N RESPO IBLE F R FILING RETURN ATE
Z
ADDRESS ~
42 WAGNER DRIVE CARLISLE PA 17013
1505610240
REV-1500 EX
Decedent's Social Security Number
DecedenrsName: DOROTHY C• BITTINGER 2 0 4 2 8 0 7 6 3
RECAPITULATION
1. Real Estate (Schedule A) ........................................... 1. 1 1 2 0 0 0. 0 0
2. Stocks and Bonds (Schedule B) ...................................... 2. 2 6 9 4 . 5 6
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) .................... .... .. 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). .... .. 5. 4 1 3 7 4 . 9 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . .... .. 6.
7. Inter-Vivos Transfers & Miscellaneous Nan-Probate Property
Billi
R
t
d
S
7
7
5
0
8
6
3
7
eparate
ng
eques
e
.
(Schedule G) U .... ..
. .
8. Total Gross Assets (total Lines 1 through 7) ..................... .... .. 8. 2 3 1 1 5 5. 8 8
9. Funeral Expenses and Administrative Costs (Schedule H) ............ .... .. 9• 1 5 0 4 2 . 6 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... .... .. 10. 5 6 9 . 5 6
11. Total Deductions (total Lines 9 and 10) ......................... .... .. 11. 1 5 6 1 2. 1 6
12. Net Value of Estate (Line 8 minus Line 11) ...................... .... .. 12. 2 1 5 5 4 3. 7 2
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 1 5 5 4 3. 7 2
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
7
2 1 5 5 4 3
2
1
9
6
9
9
4
7
.
at lineal rate x .oa5 s. .
17. Amount of Line 14 taxable
0. 0
O
17
0
0
D
at sibling rate X .12 . .
18. Amount of Line 14 taxable
0 O
O
0
O
O
at collateral rate X .15 18. .
19. TAX DUE ......................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
9 6 9 9. 4 7
Side 2
1505610240 1505610240
REV-1500 EX Page 3
D'ecedent's Complete Address:
File Number
21 11 01338
DECEDENTS NAME
DOROTHY C. BITTINGER
STREET ADDRESS
131 PETERSBURG ROAD
CITY
CARLISLE STATE
PA ZIP
17015
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments 8,000.00
B. Discount 421.04
(1) 9,699.47
Total Credits (A + g) (2) 8,421.04
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.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
(4)
0.00
(5) 1,278.43
Make check payable to: REGISTER OF WILLS, AGENT
~:-
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ...................................................................... ^
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X
c. retain a reversionary interest or ................................................................................................ ^ X^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ Q
3, Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ Q
4. Did decedent own an individual retirement account, 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) [72 P.S. §9116(a)(1)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. 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+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE
SCHEDULE A
REAL ESTATE
FILE .__.____._.
DOROTHY C. BITTINGER 21 11 01338
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 willing seller, neither being compelled to buy or sell, both having reasonable knowledge 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.
NUMBER
DESCRIPTION
1. 131 PETERSBURG ROAD, CARLISLE, PENNSYLVANIA 17015
SOLD -SETTLEMENT SHEET ATTACHED
TOTAL (Also enter on Line 1, Recapitulation.)
If more space is needed, use additional sheets of paper of the same size.
VALUE AT DATE
OF DEATH
112,000.00
112,000.00
REV-1503 EX + (g_98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DOROTHY C. BITTINGER
ITEM
NUMBER
21 11
All properly jointly-owned with right of surv'nrorship must be disclosed on Schedule F.
DESCRIPTION
88 SHARES OF METLIFE STOCK
88 SHARES X $30.62 PER SHARE _ $2,694.56
SCHEDULE B
STOCKS ~ BONDS
VALUE AT DATE
OF DEATH
2,694.56
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (11-10)
Pennsylvania SCHEDULE E
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN CASH, BANK DEPOSITS, 8e MISC.
RESIDENT DECEDENT PERSONAL PROPERTY
CPT•Tr Ar_
rv •i"~~v V~ .
DOROTHY C. BITTINGER FILE NUM
21 11
InGude the proceeds of litigation and the date the proceeds were received by the estate.
All properly jointly owned with right of survivorship must be discbsed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. PERSONAL PROPERTY -FINAL SETTLEMENT SHEET ATTACHED
2. 2005 CHEVY MALIBU
VIN# 1G1ZS52F95F163405
3. SOVEREIGN BANK -CHECKING ACCOUNT #0511083874
4. SOVEREIGN BANK -MONEY MARKET ACCOUNT #169406024
5. SOVEREIGN BANK -CERTIFICATE OF DEPOSIT #1695544005
TOTAL (Also enter on Line 5 Recapitulation) I E
If more space is needed, insert additional sheets of paper of the same size
VALUE AT DATE
OF DEATH
11,751.50
6,500.00
10,710.53
1,180.13
11,232.79
374.
REV-1510 EX+ (08-09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER•VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
DOROTHY C. BITTINGER FILE NUMBER
21 11 01338
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH A CDPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST
1. JANNEY MONTGOMERY SCOTT, LLC oFn~ucAeu7 VALUE
INVESTMENT ACCOUNT #1589-2131 52,688.58 100.00 52,688.58
BENEFICIARIES: CHILDREN OF DECEDENT
2. WESTERN NATIONAL LIFE INSURANCE COMPANY 22,397.79 100.00
ANNUITY #VP241072 22,397.79
BENEFICIARIES: CHILDREN OF DECEDENT
TOTAL (Also enter onLine7 Recapitulation) $
If more space Is needed, use addl6onal sheets of paper of the same size.
REV-1511 EX+ (10-09)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
DOROTHY C. BITTINGER 21 11 01338
Decedents debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME 1,821.87
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Paid:
2, AttomeyFees: IRWIN & McKNIGHT, P.C.
3, Family Exemption: (If decedents address is not the same as daimanYs, attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• Probate Fees: REGISTER OF WILLS
5. I Accountant Fees:
8,750.00
307.50
6. Tax Retum PreparerFees: PATRICIA A. ROSENDALE, CPA 375.00
7. REGISTER OF WILLS -FILING FEE 30
00
8. CLOSING COSTS FROM SALE OF REAL ESTATE .
1,629.57
9. ROY GOTTSHALL, AUCTIONEER -PUBLIC SALE COMMISSION 1,689.50
10. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00
11. THE SENTINEL -ESTATE NOTICE 200.16
12. NOTARY FEES 55.00
13. REGISTER OF WILLS -SHORT CERTIFICATES 24.00
14. ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY 65.00
15. SOVEREIGN BANK -DATE OF DEATH VALUATION 20.00
TOTAL (Also enter on Line 9, Recapitulation) E
15 042.60
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
SCHEDULE(
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
CSIAIt Uh
DOROTHY C. BITTINGER FILE NUMBER
21 11 01338
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
7• UGI -UTILITY
274.30
2. ~PP8~L -ELECTRIC
3• (SOUTH MIDDLETON TOWNSHIP MUNICIPAL AUTHORITY - WATER/SEWER
4. ~CENTURYLINK -TELEPHONE
173.16
108.30
13.80
TOTAL (Also enter on Line 10, Recapitulation) I S
If more space Is needed, insert addfional sheets of the same srze.
REV-1513 EX+ (01-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
DOROTHY C. BITTINGER
NUMBER
I.
1.
2.
3.
4.
5.
II.
SCHEDULE)
BENEFICIARIES
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
PATRICIA A. SNYDER
42 WAGNER DRIVE
CARLISLE, PA 17013
ARTHUR J. BITTINGER, JR.
106 CHARLES STREET
CARLISLE, PA 17013
RALPH M. BITTINGER
230 RED TANK ROAD
BOILING SPRINGS, PA 17007
CAROL J. BARRICK
2210 WAGGONERS GAP ROAD
CARLISLE, PA 17013
SAMUEL R. BITTINGER
1636 PINE ROAD
CARLISLE, PA 17013
21 11 01338
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
(Lineal
I Lineal
I Lineal
43,108.75
1/5TH REMAINDER
43,108.74
1/5TH REMAINDER
43,108.75
1/5TH REMAINDER
'Lineal
Lineal
43,108.74
1/5TH REMAINDER
43,108.74
1/5TH REMAINDER
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
a
If more space is needed, use additional sheets of paper of the same size.
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I, DOROTHY C. BITTINGER, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ONE: I direct my Co-Executors to pay all of my debts, funeral and administrative
expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance,
succession and other death taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property composing of my gross estate for death tax
purposes, whether or not such property passes under this will, shall be paid by the Co-Executors
of my estate.
TWO. My Co-Executors may, at their discretion, compromise claims, borrow
money, retain property for such length of time as he or she may deem proper; lease and sell
property for such prices, on such terms, at public or private sales, as he or she may deem proper;
and invest estate property and income without restriction to legal investments unless otherwise
provided hereunder. I authorize and empower my Co-Executors to sell any realty and/or
personalty owned by me at my death and not specifically devised or bequeathed herein, at public
or private sale or sales and to give goad and sufficient deeds and/or bills of sale therefor, in fee
simple, as I could do if living. My Co-Executors are authorized and empowered to engage in any
business in which I may be engaged at my death, for such period of time after my death as seems
expedient to said Co-Executors.
~y~.~.
THREE. I give, devise and bequeath all of my estate of every nature and wherever
situate to PATRICIA A. SNYDER, ARTHUR J. BITTINGER, JR., CAROL J. BARRICK,
RALPH M. BITTINGER, and SAMUEL R. BITTINGER, in equal shares per stirpes. If one
of my forenamed children should predecease me, then the share of my deceased child will be
distributed equally to the issue of said child. If one of my forenamed children should predecease
me without living issue, then the share of my deceased child will be equally divided and
distributed to my children who survives me.
FOUR. T nominate and appoint PATRICIA A. SNYDER and RALPH M.
BITTINGER, or the survivor of them, to be the Co-Executors of this my Last Will and
Testament.
FIVE. No person(s) shall benefit hereunder unless such beneficiary shall survive
me by thirty (30) days.
SIX. No Co-Executors acting hereunder shall be required to post bond or enter
security in this or any other jurisdiction.
SEVEN. No beneficiary may assign or anticipate his or her interest in any income or
principal held or distributable hereunder; and no beneficiary's creditors may attach or otherwise
reach any such interest.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 19th day of April
2011.
f , / ~ : ~ ~ (SEAL)
ORO Y C. BITT ~GER
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
}
ACKNOWLEDGMENT AND AFFIDAVIT
WE, DOROTHY C. BITTINGER, KAREN S. NOEL, and CHERYL L. CLELAND,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument
being first duly sworn, do hereby declare to the undersigned authority that the testatrix sin '
and executed the instrument as her Last Will and that she had signed willin 1 g ed
executed it as her free and voluntary act for the o g Y, and that she
pure se herein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the
best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA ,
COUNTY OF CUMBERLAND ~ SS:
Subscribed, sworn to and acknowledged before me by DOROTHY C. BITTINGER, the
testator herein, and subscribed and sworn to before me by BEN S. NO
CLELAND, witnesses, this 19th day of Apri12011. ~i1 ~, and CHERYL L.
COMMOtv'1'~FALTN OF PENPISYLVANIA
hatarial Seal
P4arcus A. McKnight IiI, kary Public
Carilsle i~ro C .and County
My Commission Exulres Oct. 10, 2013
. t=anrsrivania
A. Settlement Statement (HUD-1) OMBAPproval No. 2502-0265
1. Q FHA 2. [] RHS 3. Q Conv. Unins. g• File Number: 7. Loan Number. 8. Mortgage Insurance Case Nu
b
4. [] VA 5. Q Conv. Ins. BITTINGERL3-12 m
C. Note: This form is famished to give you a statement o
"(p.o.c)" were paid outside the Dosing; they are f actual settlement costa Amounts
shown here for informational purposes a
d
bn
re shown Items marked
em
m
D. Name & Address of Borrower: n
are
ot indu
E. Name & Address of Seller: ded
n th
e total.
LISA J. BITTINGER
DOROTHY C. BITTINGER F. Name & Address of Lender:
230 RED TANK ROAD, BOILING SPRINGS, PA
131 PETERSBURG ROAD
CARLISLE
PA 1 MEMBERS 1ST FCU
17007
,
,
7015
5000 LOUISE DRIVE, MECHANICSBURG
,
PA 17055
G. Property Location:
131 PETERSBURG ROAD H. Settlement Agent:
I&M REAL ESTATE SERVICES
LLC
l~ Settlement Date:
Carlisle, PA 17015
South Middleton Township ,
West Pomhet Professions Bldg, 60 West Pomfret SVeet, Disbursement Date:
Carlisle, PA 17013
T~phone: 717-249-2353 Fax: 717-249.6354
Place of Settlement:
West Pomfret Professional Bldg, 60 West Pomfret Street, TitleExpr~s~
Printed 03/28/2012 at 1:30 pm
Carlisle PA 17013 by JMR
Previous editions are obsolete Page 1 of 4
HUD-1
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$~~5 '
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Fu[~tt~a;~ = Paftroim
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tbdsxat
702• $p,0p to
703. Commission paid ~ settlement Settlement, ,
. Settlement-'
.. _ ,... _. ~ ., ,.,,.~tlr6~oiii
,000: •tIM~ k1'CarncMOe
• ~:;
801. Our originatlon charge (Irxiudes Origination Point 0.000% a $0.00) $830.00 (frorri GFE #t ) ,
802. Your aedit a charge (poirds) far the spastic interest rate chosen $ (tram GFE #2)
803. Your adjusted origination charges (from GFE A) 830.00
~• ~~ ~ ~ from GFE #3
805. Credit to from GFE #3
BO6. Tax service to from GFE #3
807. Flood ceAiticalion to from GFE #3
808. to
';800......_ _ ,. aLelw~eril0o'ib~Eiid9N~Adrr+rice ,, . -.
1. Dori y interest charges from fran 12 to 04/01/2012 ~ 11.29591day (from GFE #10) 22.59
902. Mal insurance um months to from GFE #3
903. Homeowner's irrsisance for 1 to METLIFE $454.00 P.O.C. (from GFE #11)
904• martlrs to from GFE #11
=1
1001. Initial deposit for your escrow account (fran GFE #9) 1,093.81
1002. Hameowners insurance 3 months $ 37.83/montlr $113.49 to MEMBERS 1ST FCU
1003. insurance months $ /month
1~• Y taxes 2 months $ 33.781monlh $67.56 to MEMBERS 1ST FCU
1005• County months $ 33.10/marth $ to MEMBERS 1ST FCU
1006. Sdiool Taxes 10 marihs $ 123.68/nanth $1,238.80 to MEMBERS 1ST FCU
1007. Aggregate Adjustrt~d $324.24 to MEMBERS 1ST FCU
,_.
'11
1101. Title services and lends title insurance (torn GFE #4 1,211.75
1102. Settlement a dosing fee ~ $
1103. Owners title in~rance Iran GFE #5 25.00
1104. Lenders title insurance $1,118.75
1105. Lends title pdicy limit 5106,400.00 Lenders Pdicy
1106. Owners title pdiry limit $112,000.00 Owners Pdicy
1107. AgenPs patan of the total title insurance premium $906.44
1108. Underwriters portico of the toil title insurance premium $235.31
1109.
1201. Government recording drarges $ (from GFE #7) 166.00
1202. Deed $70.00 $96.00 Release $ to Recorder of Deeds
1203. Transfer taxes $ (from GFE #8) 1,120.00
1204. City/County taxlstamps Deed $1120.00 e $ to Recorder of Oeeds
1205. State Taxlstamps Deed 51,120.00 $ to Recorder of Deeds 1,120.00
1206. Deed $ M $ to
:1300:'
1301. Required services: that you can shop fa (from GFE #6)
1302. to
1303. to
1304. 2012 CO/iWP TAXES to ROBERT CAIRNS TAX COLLEC $ 397.
t305. FINAL WTRISWR#011071 to SMTMA S 112.3
:c 4468.95 1,02.9.57
'Paid outside ~ cbsing by (B)orrower, (S)eller, (L)ender, (Qnvesta, Bro(I~er. "Credit by lends shown on page 1. "'Credit by seller shown an page 1.
Previous editions are obsolete Page 2 of 4 HUD-1
If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender.
Previous editions are obsolete Page 3 of 4
HUD-1
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviexred the HUD-1 Settlement Statement and to the best of my knowledge and belief, k is a We and accurate statement of all receipts and
distwrsements made on my account or by me in this transaction I further certify that I have received a copy of the HUD-1 Settlement Statement
LISA J. BITTINGER
DOROTHY C. BITTINGER by PATRICIA A. SNYDER, CO-EXECUTOR
DOROTHY C. BITTINGER by RALPH M. BITTINGER, CO-EXECUTOR
The HUD~1 Settlerrrent Statement which I have prepared is a bue and axurate account of this transaction. I have caused or will cause the funds to be
disbursed in ac~rdanee with this statement
SETTLEMENT AGENT DATE
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18: U.S. CODE SECTION 1001 AND SECTION 1010.
Previous editions are obsolete Page 4 of 4 HUD-1
~~
Name of Borrower: Name of Seller. Flle Number:
Prepared 03/2812012 at 1:30 pm
Note: This page displays an itemization of the credits shown in section 200 of the HUD-1 Settlement Statement This page
accompanies but is not s part of the HUD-1 Settlement Statement If a discrepancy exists, the information on the HUD•1 Settlement
Statement applies.
Credits Credit
. . . •
Name of Borrower.
LISA J. BITTINGER Name of Seller:
DOROTHY C. BITTINGER File Number:
BITTINGERL3-12
Prepared 03128/2012 at 1:30 pm
Nots: This page displays an itemization of the adjusted origination charges shown in section 800 of the HUD-1 Settlement Statemen
his page accompanies but is not a part of the HUD-1 Settlement Statement H a discrepancy exists, the inoomration on the HUD•1
Settlement Statement applies.
Your Loan Orighwtlon Charges Borrower Seller
801. Our origination charge (Indudes Origination Point 0.000% or $0.00)
ORIGINATION FEE to MEMBERS 1ST FCU $ 8~•~
802. Your aedit rM charge (points) far the spedfic interest rate chosen
to $ 0.00
803. Your adjusted originatan charges 830.00 0.00
• 1
Name of Borrower.
LISA J. BITTINGER Nara of Seller:
DOROTHY C. BITTINGER File Number.
BITiINGERL3-12
Prepared 03128/2012 at 1:30 pm
Note: This page displays an kemizatlon of the charges shown on line 1101 of the HUD-1 Settlement Statement This page
accompanies but is not a part of the HUD-1 Settlement Statement If a discrepancy exists, the information on the HUD-1 Settlement
Statement applies.
1100.TMIhGhargee;
_. Total'Charge ,Bpn.'elwArr
, Suer
1101. Tide services and lender's title Insurance tp
notary to $ 30.00 30.00
wire fee ro SOVEREIGN BANK, FSB $ 13.00 13.00
Owxnight and E Mail to 18Ju1 REAL ESTATE SERVICES $ `~•~ ~•~
1102. Settlement or dosing fee to $ 0.00
1104. Lender's title insurance to STGCA&MREAL ESTATE $ 1,118.75 1,118.75
TWak: $ 1,211.75 0.00 1,211.75 0.
_:. .. -
SeMerlLadarsndib ahorrn:ont" `1 ppC'apai~rOltltlde': ..: ~.,. `CR1mLanderCredit: ,.
Previous editions are obsolete Page 1 of 1 HUD-1
[>OROTHY H BITTINGER
Aooowtt IAerlret Wlw
Stt114t Prk:e es a Total Market
11 1 Value
~,p30 712,820.40
TnrM Ber>aSfll~et~ H7 V1is ~Ibutkxl
k; 5,5e,272,3a5.sa.
InVt~Or ID 12:12 7610 4190
2Dit Buutrrtery
Record Date Icy rust IrtDer~ D~ ibtRbrl
11/09/2011 88.0000 10.74 Sss-12
Prior Y~r
Payatlle Date Net pistrit>tAlorl p{~ylbtAlon
12/14/2011 toao Se3.12 :83.12
TnrEBattaliaiary knrottttafoe
You may ptachase or sell shares a MaWM, Inc. rwmmorr stock through
1hs M1tM3M PoBcyholder Trust Nle 'trust'). hee a arty casadesbns a
other less. under dta MatLifa Plschase and She Pro)tram. as anferWed. A
copy a the brochure dt>acribkt9 ~ ProB~ M alraiMble on the InMmd
at vYrvararllttlaecam by tcelectkt9 Investor Rel ~ listed
gftareltokla< Servkres Inforrrfation page, or T~ntst I~pts Doty M the
CkC11rI18t8rtCB8 deacdbed M Otebb~rocmtture. Yf1U etey eM0 instruct that a8
(but not Mss than alq a your aharos a Med.iM, Irre. common stock held
by the Trust be wBtWravm from the Trust Intanretlon regarding 1~
whhdrewal rights may be taurW M the Purchase and Sale Brochure ar by
caang the number fisted above.
An anratal aluretlowers' mllstkt9 to ebct rnentbers a ttte Board a
Dkeaore a Mstl.ite. Inc. and for the tranuntion a other blteinsss M
aolpected to be t111k1 on April 24,-2012. The deadtute for subm8dng
shareholder proposaM for consideration at tltis moe0ng is November 29,
201t. A wpy a MelL3M. Inc.'s annual report and Prosy atMsntsnt sr81 be
availabM hee a cha9e tm a before March 31, 2012, alprfg with other
Metlite, Inc. and Trust Blklgs under fetteral sectasMs laws. (i) on lha
Internet at www.metlYecan by selecting Aunt MeeUM. OorPorate
(itlVerrt81t0e. under ReMted Links. (s7 by vrt8ing to k4etl.iM, Inc.. c(o BNY
Mepon ~~~ Services. PO Box 358447, Pabburgh, PA 15232.8447
M (etLiM and tlro Trust are sva1~M ar dte Intxnnt~wwwsec.gov~
Kara ~ 2Q17 Ta>~ I~fQnneti~~ Me~l.ife
Piea986 NQt9: Impo~!M ..
FORM 1088-DN. U.S. TAX INFORMATION FOR 2011 OMB NO.1545-0110
DMDENDS/DISTRIBUTIONS ~PIe~
RECIPIENTS TOTAL ORDINARY QUAUFlEDDMDENI>,S t~11~M1001AETAXINITHF1t3D
IDENIIFIC/1TIOf4 NUMBER DMDENI>5 s
)OOOOaD783 to 585.12 ib 585.12 ~'~
BNY MELLON SHAREOWNER SMtVICES AS
CUSTODIAN OF THE METUFE POLICYHOLDER TRUST
SECURITY DESCRIPTION TO WHOM PAID
TRUST gYTERESTS to PE11~R48u~RCa ~
CARLISLE PA 170133131
TMs b ImpoRent tax Inlormatlon and Is baing fuMChad a ~I o Mfroatr~ nay ~
N you era nqulred a flN a ratrarr. a nsaYgancs Wna1tY
Imposed on You it Wes Insane Is texabte and aw mS determine tltat It hea not bean
BOZ 18 - Stows total ordinary divblaMS that are taxable. Include sus amount on fine 98 d Form
1000 or 1040A. Also. capon tt on Sdrdule B (Form 1009 a Form 1040A). tt required. The
amoum shown may M dNaenda a cerPoufiat P~ direceY to You tl a padMUpant (a berrelf-
dery of a wmdPsnq a an employes sadr ownership Plan (ESOP). RePOd tt as a dNieerM on
your Fonn 1040%040A, bm beat tt as a plan dbulbution, rat as Investmam inrxxne, for arty
other purpose.
Sox tb -Shows Ore Ponicn of Ne amoum a boz ta, that may tb efipible for Ore 15% or zero
ppttal gaits rates. Sae the Form 1040I1010A MaWSeorts for law to detannina sus amount.
-. _ .. __.~ __ "__ n.. e..... uun x tOxdA.
57~51N87
R~ORTED BY
THE BANKMELL~ YORK
480 WASHINGTON
BOULEVARD
JERSEY CI1Y, NJ 07370
Box 4 -Shows backup wilhhoaing• A Payer must backup withhoa on certahr paymema II you
tlid rat give Your taxpeYar WendNcatlon number to efe payer. Sea Form W-9, Request tar Taz-
this remaun~nl can Your Income tax velum ems fez wilhheW~~ on badwP xdtlawlMng. Intluda
Nemltreas. II this form indutles amounts belrngMg a arather parsm, You are consldersd a
nominee redplenl Vou mull file Ftxm 11198-DN wbh the ItiS for each of the dher owrwrs fo
~8 a ~Irreyulred 9yina mnaminae rectum to slaw amounts own the dher. See theme 2011
General InsWdions for Certain Inlormalion Returns.
-For accoultt inquiries, you may visit taww.bnymellon.com/sharemarter/equttyalccess, a call t-800649-3593.
VVFIen oorttachng u9 please have your Irnestor ID atrailabler located in the upper right hand comer of this document.
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1 of 1 4/ 10/2012 2:16 PM
FINAL SETTLEMENT ~_ ~ ~~~~
Date
OWNER -lldr'
Address
Date of Sale
Aucctioneer /
Sale Location
Clerk
Cashier
Other
PROCEEDS OF SALE: Cash
Checks
Other
Miscellaneous (see attached list)
TOTAL PROCEEDS OF SALE _~_______________ $ ~ ~ ~~
LESS SELLER'S SALE EXPENSE:
Auctioneer's Fee------------------------------------------------------------
Other Seller's Expenses
Advanced by Auctioneer:
~i cl ~], ~ . 5U ~
-,.. ,. v (e c~ , yb ~
.
~`,t1~~ K !a~~.oo
rJl ~,~n ~V
S~ r ~'
Miscellaneous (see attached list)
DEDUCT TOTAL SELLER'S SALE EXPENSE
TOTAL NET PROCEEDS TO SELLER
$ I ,gq~5y -
$~~ac~~ o va
1, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept
this settlement oS demand fordeli ery of title togthe purc~er.all responsibil'Ity for providing merchantable title to all goods, merchandise,
and/or property ,
uctioneer or Cashier's Signature
Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955
~aQnci a a7~ynmu,v~
Ton Cline
The 2005 Chevy Malibu belonging to Dorothy H Bittinger, bearing the vin# 1g1zs52f95f163405, having 61145 miles,
Has a fair market value of $6500.
12-09-2011
7e~
General Manager
Graham Motor Company
1402 Holly Pike
Carlisle PA 17015
717 243 3066
www Qrahammotors.com
} S~v~rein
Court Ordered Processing \ Decedents - MAI-NIB3=02-10 -'P. O. Box 841005 -Boston, MA 02284
January 24, 2012
Marcus A. McKnight, III
Irwin & McKnight
60 West Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of Dorothy C Bittinger
Date of Death: 11/19/2011
Dear Mr. McKnight:
~~~~~
~ ~A~ 2, ~~ 201`l.
€RWIN & McKNIGH3
AW O~FFICL-S
Per your request, enclosed please find the account information as of the date of death
for the above-named decedent. For your information, accrued interest is not included in
the date of death balance.
Please feel free to contact me if I can be of any further assistance.
Very truly yours,
s
a
0
t
.9
'E
3
U
Og
3
E
E
a
~~~`
Ed Stevens
Court Order Processing Specialist
617-514-5189
Y
0
Sovereign Bank
ESTATE OF Dorothy C. Bittinger
SOCIAL SECURITY #: 204-28-0763
DATE OF DEATH: November 19, 2011
Account #: 0511083874 Type: Checking Open date: 9/25/2008
In the name of: Dorothy H Bittinger (Patricia B Snyder, POA)
Date of Death Balance: $10,710.53
Int.(YTD) from 1/1/2011 to 11/14/2011 $5.66
Accrued interest to date of death: $0.01
Other Info:
Account #• 1694060241 Type: Money Market Open date: 9/25/2008
In the name of: Dorothy H Bittinger (Patricia B Sn der, POA)
Date of Death Balance: $1,180.13
Int.(YTD) from 1/1/2011 to 11/14/2011 $2.39
Accrued interest to date of death: $0.13
Other Info:
CD Open date: 9/25/2008
Account #: 1695544005 Type:
In the name of: Dorothy H Bittinger (Patricia B Snyder, POA)
Date of Death Balance: $11,232.79
Int.(YTD) from 1/1/2011 to 10/31/2011 $67.74
Accrued interest to date of death: $3.55
Other Info:
Page 1 of 1
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L f f e Insurance C o m p a n y
Western Natlonal Life Insurance ComPrnY
P. O. Box 871
Amarillo, Texas 79105
Telephone: 800.424.4990
December 7, 2011
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ERWIN AND MCKNIGHT
60 W POMPRET ST
CARLISLE PA 17013
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Re: Name of Deceased: Dorothy Bittinger
Contract Number: VP241072
Beneficiary: Patricia B Snyder, Arthur J Bittinger Jr, Carol J Barrick, Ralph M Bittinger, Samuel R
Bittinger
Dear Sir or Madam:
We have received notification of the death of Dorothy Bittinger, the owner/annuitant of the
referenced contract. On behalf of Western National Life Insurance Company, we wish to express
our sincerest condolences for your loss.
The following items are enclosed:
1) Claims Checklist - A list of items required to initiate a claim for this contract.
2) Beneficiary options page - A list of claim options available to the referenced beneficiary.
3) Applicable documents for completion.
We appreciate your prompt attention to this matter. Should you have any questions or require
further assistance, please contact our Client Care Center by using our toll free number of
1-800-424-4990.
Sincerely,
~~
B.M. Graves
Annuity Claims Manager
Enclosures
WNL Cvr Lcr
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Appointment Poliey Pending Self File My Contact Log
Information Access Policies Service Sharing Profile Us Out
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Policy Search Poliey Listing Polie Detail Notes Relationships 4uarterly Values Tax Fonns Help
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Owner(s) Phone Annuitant(s) Agent Number
~ ~ `J Owneng) Owner(s) AddreSS Edward Mandenhail Taylor
131 Peten;lwrg Rd, Carlisle PA 170133131 (717)243.6903 Bittinger Dorothy H 0701201565
Bittinger, Dorothy H ,~.
Curren Ac t Inf ati n of 1211 2011 Total Interest
Policy Accumulated Cash Surrender Penalty Free Last Date rawal Deposits Withdrawals Earned
Value Value Amount o0 1926.73
Date 521,469.06 ~•
0312912010 522,387.79 521,469.06 y{,401.18
v5.02
®2011 WNLIC. Ail rights reserved.
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Guaranteed Minimum Interest Rate
Composite Interest 150%
- 2.50%
FUNERAL HOME ~ CREMATORY, INC
Patricia B. Snyder
42 Wagner Drive
Carlisle, PA 17013
219 North NanoverSheet
Carlisle, Pennsylvania 17013
717.243.4511
toll free 1.966.451.4511
fax 717.243.3723
www,haffrnanroth.com
infoCa?hof(maruoth.com
January 5, 2012
Statement of Funeral Expenses for: Dorothy C. Bittinger
Date of Death: November 19, 2011
PACKAGE:
Traditional Funeral Service
TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,650.00
Sub Total: $ 4,650.00
MERCHANDISE:
Casket: TEA Rose - SUBSTITUE $ 2,850.00
Sub Total: $ 2,850.00
TOTAL FUNERAL HOME CHARGES: $ 7,500.00
CASH ADVANCES:
Cumberland Valley Memorial Gardens $ 1,720.00
12 Certified Death Certificates at $ 6.00 each $ 72.00
Newspaper Notice -Sentinel $ 183.28
Newspaper Notice -Patriot $ 419.29
Clergy $ 100.00
Flowers $ 159.00
Flowers $ 111.30
Additional DC's $ 36.00
Photo Reprint $ 40.00
Error Correction To DC's $ -36.00
Sub Total: $ 2,804.87
Total Funeral Expense: $ 10,304.87
Total Payments Made: $ 8,483.00
Payments Made:
PreNeed Discount PrNvsCont Dec 2, 2011 322.59
Family Service Life Check 528204 Dec 2, 2011 8,160.41
Balance: $~
Please return this portion with your Remittance.
$ Amount Enclosed
Dorothy C. Bittinger
Service ID#: 16387-248
SERVING OUR COMMUNITY SINCE 1 9O7