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HomeMy WebLinkAbout04-1055 Estateof William D. Bittner also known as of Lower Allen Township Register of Wills of CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS .o. o4 - 1055 , Deceased Social Security No. I. 67-14-7870 Petitioner(s) who is/are 18 yearn of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) ~ A. Probate and Grant of Lettem Testamentary and aver that Petitioner(s) i~'J~u~ the execute r~(named in the last Will of the decedent, dated .T~n~= QR. lqRq and codicil(s) dated ( State relevant cimumstances, e.g. renunciation, death of executor, etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: ~ B. Grant of Letters of Administration (d.b.n.c.t.a.; pen~eflte lite; du~ante a~enfla; durante mlnoritate) Petitioner(s) after a proper search has/~_ ~ ve ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary Decedent was domiciled at death in Cumberland or principal residence at R~q ~? ~. Lewisberry, PA 17339 County, pennsylvania~vith his/her last family 1 14[3 Rana Villa Av~.. ~A11c:~ ~:7,~sh:[D. (list street, number, and municipality) Decedent, then 8 3 years of age, died November 2 ,20 04 Decedent 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 , at VA .~F~]'(~L CFA,~, LF]:~At-N '~,~'. PA. (Loc.~Fbn) $ 2,000.00 $ situatedasfollows: 11~0 Rana Villa Avenue, Lower Allen Township Wherefore, Petitioner(s) respectfolly request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: I Signature Typed or printed name and residence Linda D. Zeioler, Executrix 609 Gap Road Lewisberry, PA 17339 snace~Vllls PetG rant LI/2001 Oath of Persona~ Representative Commonwealth of Pennsylvania County of York The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoin~ Petition are true and correct to the best of the knowledge and belief or Petitioner(s) and that, as personal representative(s) of the Decedent, Petition(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed Linde D, 2eJ. gle~: before me this ~ ~-~-- day of Estate of Social Secudty No.: AND NOW, of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ,3~ Testamentary [~ Of Administration are hereby granted to Deceased , in consideration in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ............ $ Shor~ Certificate(s)...$ Renunciation ....... $ Affidavits ( ) ....... $ Extra Pages (~) ..... $ Codicil ............ $ JCP Fee ........... $ Inventory ........... $ Automation Fee ..... $ Other .............. $ TOTAL ........ $ Attorney: -- V ')~~ I.D. No: Address: Telephone: snace/WIJlsPetG rant Lt/2001 Register of Wills of Cumberland County, Pennsylvania Estate of William D. RENUNCIATION Bittner No. ~./-Dq also known as late of Lower Allen Township ,,, Deceased The undersigned, William B. Bittner of York County, Per%nsylvania hereby renounces the right to administer the estate and respectfully requests that Letters Testamentary be issued to Witness my hand this 9th Linda D. Zei~ler day of November (Name) ,200 4 Sworn to or affirmed and subscribed before me this day of , 200 Notary Public My Commission Expires: 737 Ridge Road (Address) Lewisberry, PA 17339 F:\DOCS\ESTATES\FORMS\Renunciation his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ [I~A~Local =:~' Registrar '~ No. Date 'D ':- COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECOROtl CERTIFICATE OF DEATH D. Bittner ~.167 14 -- 7870]4November 2, 2004 83 ~. --D ~--O MO ~.[s"c~, .ED Lebanon Lebanon Twp. VA Medical Center te o~ce~ars I,L s~, Pennsylvania PA17088 Hummel Ave., Lemoyne, PA ,.. os--oo~2~-~. ,..//~ ~- o y .. ,..ma,o,,.'~, u .o [] · , yoo~p LAST WILL AND TESTAMENT~ OF WILLIAM D. BITTNER WILLIAM D. BITTNER, of 1140 Rana Villa Av ~., e, Camp Hill, Lower Allen Township, Cumberland County, PennSylvania, declare this to be my Last Will and Testament and b~reby revoke any and all wills and codicils previously made by me. 1. I funeral, if my death as direct that the expenses of my last illness and any there be, be paid out of my estate as soon after may be practical. 2. I direct that all taxes that may be assessed as a consequence of my death, of whatever nature, and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expense of administration of my estate. .~ 3. I hereby appoint ~y-~v., WiLL.a~ ~. 5iTTNE~,-u~' · , rK county, ~n~}Ivc.~a-r-~ my daughter, LINDA D. ZIGLER, of Lewisberry, York County, Pennsylvania, as ~-Executors of my Last Will and Testament. Should either WILLIAM B. BITTNER or LINDA D. ZIGLER predecease me or fail to qualify or cease to act as Co-Executor, I hereby appoint the other Co-Executor to act as the alternate Executor. 4. I direct that neither of my Co-Executors, nor alternate Executor, shall be required to post any bond for the faithful performance of their duties in any jurisdiction. 5. I hereby devise and bequeath the rest, residue and remainder of my estate of every nature and wheresoever situate, in equal shares, or as nearly so as possible, to WILLIAM B. BITTNER, my son; and LINDA D. ZIGLER, my daughter; and JOANNE L. WEALTMER, my daughter; or to their issue, per stirpes. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on ~C~-~ay of ~ O~_ two (2) pages this , 1989. William D. Bi/ttner Signed, sealed, published and declared by WILLIAM D. BITTNER, the Testator above-named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. -2- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, WILLIAM D. BITTNER, CHARLES D. VANCE, JR., McCOY, the Testator and the witnesses, respectively, are signed to the attached or foregoing instrument, and SUSAN A. whose names being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Witness Witness Subscribed, sworn to and acknowledged before me by WILLIAM D. BITTNER, CHARLES D. VANCE, JR., day of ~&L~a~_- Testator, and subscribed and sworn to before me by and SUSAN A. McCOY, witnesses, this , 1989. Not'ar y Public CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: William D. Bittner Date of Death: November 2. 2004 Will No. 2004-1055 To the Register: Admin. No. 2004-1055 I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 24. 2004 ., Name Address Linda D. Zeigler. 609 Gap Road, Lewisberry. PA 17339 William B. Bittner. 737 Ridoe Road. Lewisberry, PA 17339 Joanne L. Weltmer. 1369 Bush Hill Road. Cresco. PA 18326 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: November 24, 2004 NONE ~gna~.~r~ e Name:v Marvin Beshore. Ese!. #31979 Address: 130 State Street. P.O. Box 946 Harrisburg. PA 17108-0946 Telephone (717) 236-0781 Capacity: X Personal Representative Counsel for personal Representative COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: Court File No: 21-2004-1050 TERRY E HEASTER Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. 1'j3532(b)(2). ; CITIBANK USA, N.A. (SEARS ROEBUCK & Cot: 1) Claimant's name: 2) c/o BALOGH BECKER L TD, 4150 OLSON MEMORIAL Claimant's address: HWY #200 MINNEAPOLIS, MN 55422 877-768-4494 Creditor listed below is the owner and holder of a claim in the amount: 'of $ 5863.98 .-..! 3) 1'0,<;, ,-,., 4) The facts upon which this claim is based: This claim is based on an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedents address: 1004 GOOOY~AH I'lD Gf.f,DNERS, PA 17324 6) Date of Death: 10/26104 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by Dated: FEB - 7 2005 On behalf of the claimant, I do solemnly declare a affir perjury that they Information and representati mad to the best of my knowledge, information and r f. Chelsea A. Whitley/Angela M. Hor V Written notice of claim was given to Person as stated beiow: MICHELE M HEASTER Name 1004 GOODYEAR RD Address GARDNERS. PA 17324 City/State/ ip I oS- Date noti e ailed 'J IN RE ESTATE OF: TERRY E HEASTER AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: I. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of his /her duties. 3. The Decedent purchased merchandise in the amount of $ 5863.98 account number 5121071753991029 !. ) evidllnced by: :i ." 4. The unpaid balance does not include any post-death late payment charges;acCruea' interest, collection costs or attorney's fees. - , r.,,-' Further your affiant sayeth not r',) C"', By: Atto ac : Chelsea A. Whitley _ Angela M. Horn_ Michael D. Johnson _ Mary Ellen Weemay_ Thersia O. Lee Chad J. Bolinske +- 4150 Olson Memonal Highway, Suite 200 Minneapolis, MN 55422-4811 Subscribed and sworn before me This 7 day of Fe-b ,2005. 1)' Public t '. ",~~;<.;;""".;ii"-,\/_, ,~;-, < :::'--....-'-.. eQ"'': :<0;""', .,C!:"< ".H"NES;]',OTA \~_:~.~i Hi;;!',\;\;f-:'::~~, {/)UN1.~ , _~/ My Cmrl!Yl'~'o,; 'II I:l'!)jl:-'; J,. 2009 "....',~,~,.,.. :_" )~...,tIo" .,",' ._, ~.,"~ MARVIN BESHORE Attorney at Law 130 STATE STREET, P.O. BOX 946 HARRISBURG, PA 17108-0946 Email: mbeshore[almblawfirm.com Telephone: (717) 236-0781 Fax: (717) 236-0791 January 28, 2005 Ms. Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 Re: Estate afWilliam D. Bittner - No. 2004-1055 '-'-' ',..' f'v Dear Ms. Strasbaugh: C (..t: Enclosed for please find a check in the amount of $2,600 representing an estimated inheritance tax payment for this Estate. Kindly send a copy of your receipt to me in the enclosed self-addressed, postage prepaid envelope. Thank you for your assistance. MB:ch Enclosures cc: Linda Zeigler, Executrix (w/encl.) v ~',V Oi'fiGes of Marvin Beshore 20 Slat'3 Street .0. Boy. 946 'e>rr;sburg, PA 17108-0946 If'') rri <::) f' reM):C . \"c -. '.'" :~ \>_ t,. ". .... 'J' '........{ L").J.. ___,._...J .,:.-~ cL t_..~ 'J :c':? -..):c n_ ee O. Ms. Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 .",~.o_"""""'~"""~'.".,..,.",...,, --~",,-~~...,"_.....- :t 7() i :'.~.-~ ::~:::::':3:::: i,,,/ll,,,1I1,,,,,,/I,,Il,,,Il,,,/I,I,j,,,,I,/I,J,,I,I,,,,/I,J .."~- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: BESHORE MARVIN ESQ 130 STATE ST POBOX 946 HARRISBURG, PA 17108-0946 .u_uu fold ESTATE INFORMATION: SSN: 167-14-7870 FILE NUMBER: 2104-1055 DECEDENT NAME: BITTNER WilLIAM D DATE OF PAYMENT: 01/31/2005 POSTMARK DATE: 01/28/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/02/2004 NO. CD 004899 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,600.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1134 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $2,600.00 GLENDA FARNER STRASBAUGH REGISTER OF WillS , ..--..---------- ._<- \ \\ ~ \ \, \ VI \1\ , \ \ \ 1 ~ ~\ 1, ;\ ~\ ,~i:\ ~ ,I ti '\ 1\ ! ,\, \ " r II \\ \\ I' \\ \ , \ ~ ;' " \1 , \ ;: 11) Co' 'E CD en ~ CD ... \,~~ \,\ l~ '1 'I'" \ ._,._--.._~---- . r:n Q;) ~ ~ .. .. C a ,...... 4-< o ,...... /l) ~ ~ P-< . .. .,. ~ .,. ~ 4- ,$a 'C .,. ~ ~ ~ r.::::> - ':j o \ .- (J; ~ C ~ 0; ~ ~ N ._.- --'---"-" ~ -_.---------,----------~._.._-- - ~JFCc \y " 1- "~ P\\ \?~ 56 o iil~ U1 ~g ~ ,~~ ~oo I1rrr:- ~'F"\ _0 (ii';) "L.' 'J .) -- -- === -- - ~-== - - -- - =- -- -- ~ Q) =-=~ :::: -== () o -'(0 ~ - -~ N '" \:ij - - ~ \.0 -; -: =::----::: -0 8~: === ~ ~~~: 05- ~ ~ ~":"".~~ ~- ,~ a; "6> .. $ co === (i) 'ta~tc .. 0 o -a; '" is u.. .e-~ -0; 8 ~ 5> 4. {J; 4. ..... r- ,...... >..0 -1'" if) if) r- if) ,...... .-< 0'\ r- - /l) ..g ,...4 fQ\ ~ ~ B ~ ~ cD '" ~ S ~ cQ)::a:..- .. '0""'0 lli g~ E!: c"'c/)!'- '.g~ '8 ~ (5 .~ ~ '2 ::;:O~ ~~3~ ..... ~ ~ ,... - <( Q.. <5 a:: ~ \ ~ ~ g ~ p.. :E en 63 "'C; /l) ,. ,&..J>.- _ - I ~ ~ ::1- Gia. :::s co .D Q) en '- co co .::; :::s o.n C/) en CS' ~ :;:::.C/) ,,?~,Q) ~ c:. 7 en '" '-.....0 :::s r::- co 0 ;::: u. '- s::. ~co~"t: .. "0 cI) :::s o c:.'- 0 I- Q) 9.'#'" g,,- -- '5i C> ex: - :0"- 0::0 ol:l I.'- r-- -r-4 ~ \D ~ C) U') - '" 2 r-- uJ '" ~ """ >- -r-4 0\ t: r- " 0 ~ 2 ex: Q. r- ~ :E ~ ~ c::> r- ~ ct Q.. c) - f/) ,- - ... l':S (.) .. 1% - - ::=: .A- ......- ~- t;~ - c,D- - - ~==- - ~ ~ -= - ~ ~ ::::::: --= ~ --== - - - - - - - -== .......: ~ ::::: (j) - ~ -- J: - 0- == I ~ ('I'l - - r-4 - 0 - r- r-4 - -= = MARVIN BESHORE Attorney at Law 130 STATE STREET, P.O. BOX 946 HARRISBURG, PA 17108-0946 Email: mbeshorelal.mblawfirm.com Telephone: (717) 236-0781 Fax: (717) 236-0791 August 2, 2005 BY FED EX PRIORITY OVERNIGHT Ms. Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, P A 17013 Re: Estate of William D. Bittner - No. 21 - 04-1055 Dear Ms. Strasbaugh: Enclosed for filing please find: a) One original and one copy of the Rev 1500 (Pennsylvania Inheritance Tax Return); b) Inventory for the Estate of William D Bittner; c) My firm check in the amount of$30.00 for filing the Rev 1500 and the Inventory; d) My firm check in the amount of$407.89 - the tax due for this estate; e) Additional copies of the documents to be time- stamped and returned to my office in the enclosed self-addressed postage paid envelope, please. Thank you for your assistance. MB:amb Enclosures cc: Linda D. Zeigler, Executrix ,""-:t C':::' c;::) c....i I c..~ ---......" '-.-' [' ~) o .. (Rev. 10/04) Before the Register of Wills of Cumberland County, Pennsylvania Estate of No. 21-04-1055 William D. Bittner, deceased Inventory I, Linda D. Zeigler, personal representative of the estate of the above named decedent, verify that the items appearing in the following inventory include all of the personal estate of the decedent wherever situate and all of the real estate of the decedent in the Commonwealth of Pennsylvania, that the valuation placed opposite each item of the inventory represents its fair value as of the date of the decedent's death, and that the decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of the inventory. I understand that false statements made in this inventory are subject to the penalties of 18 Pa.C.S. S 4904 relating to unsworn falsification to authorities. Date: OflJ:7-j':<'005 st!1~mM Typed Name: Marvin Beshore Supreme Court I.D. No.: 31979 Office Address: 130 State Street, P.O. Box 946 Hrrisburg, PAl 71 08-0946 Telephone Number: (717-236-0781) ~ () :~ ~-) , ,,., --D I Cd - -.-'.', ;J ...':- 1 "', (~-:';) ( .'::~) '>~-J 1-"' ;' - i ;"-:1" ( '') (:~) :u I" _.J '.; C:3 C,J :' (:~j 1Tl Description 1140 Rana Villa Avenue, Lower Allen Township, Cumberland County 1990 Chrysler Sedan Waypoint Account No. 90774860: William D. Bittner & Linda D. Zeigler (Decedent's interest: 50%) Laird Duncan Account No. 1545-9838: William D. Bittner & Linda D. Zeigler (Decedent's interest: 50%) Value $70,255.00 50.00 2101.00 308.00 Total $ 72,714.00 Note: The memorandum of real estate outside of the Commonwealth of Pennsylvania may, at the election of the personal representative(s), indicate the value of each item included in the memorandum, but the value of such real estate should not be included in the total value of the inventory. 2 . P<t' ....... f , ' REV-15M EX ~-DD) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-1500 - UJ .... ~~<Il uO::~ UJa.u zoo uO::..I a.w a. <C FILE NUMBER 21 04 1055 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR NUMBER I- Z W C w u w c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bittner, William D. SOCIAL SECURITY NUMBER 167-14-7870 DATE OF DEATH (MM-DD-YEAR) 11/02/04 DATE OF BIRTH (MM-DD-YEAR) 08/27/21 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A ~ 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9_ Litigation Proceeds Received o 2. Supplemental Return o 4a_ Future Interest Compromise (dale of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of death prior to 12-13-82) o 5_ Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attacl1 Sch 01 .... z UJ c z o a. <Il UJ 0:: 0:: o U THIS SECTION MUST IBE COMPLETED. ALL CORRESPONDENCE AND CONFfDENTlALTAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Marvin Beshore, Esquire 130 State Street, P. O. Box 946, FIRM NAM~ (If Applicable) . Harrisburg PA 17108-0946 Law Offices of Marvin Beshore ' TELEPHONE NUMBER (717) 236-0781 z o ~ ..J ~ l- e.. -< u w a::: 1. Real Estate (Schedule A) (1) 2_ Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6_ Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 70,255.00 O.O~ 0.00 0.00 50.00 !""-'.)- '-_.,-:) ''',~J L...Jl <') :...'.u" I ( , ,_'l.~ (:.:~ ---, I In 2,409.00 _c- c. 0.00 (8) 2,849.87 0.00 72,714.00 (11) (12) (13) -. 2,849.87 69,864.13 0.00 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 69,864.13 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ~ e.. :.?: o u >< ~ 15. Amount of Line 14 taxable at the spousal tax 0.00 0.00 rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) 16. Amount of Line 14 taxable at lineal rate ----~_..~~-_. 69,864.13 x.o 1~_ (16) 3,143.89 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) 0.00 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18) 0.00 19. Tax Due (19) 3,143.89 20.~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUEsl1QNS ON REVERSE SIQE ANI;! RECHECK MATH < < \ . Decedent's Complete Address: STREET ADDRESS 1140 Rana Villa Avenue CITY Camp Hill I STATEpA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 3,143.89 0.00 2,600.00 136.00 Total Credits ( A + B + C ) (2) 2,736.00 3. InteresUPenalty if applicable D. Interest E. Penalty 0.00 0.00 0.00 TotallnteresUPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 407 .89 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 407.89 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ............................................ D c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D No ~ ~ ~ [KJ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. PERSON RESPONS E FOR FILING RETURN ESS 609 Gap Road, Lewisberry, PA 17339 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE 00/02/2CXl5 ADDRESS DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99W " u ~, ,,,. For dates of The statute ~ the surviving For dates of ( The tax rate or a steppare The tax rate i f\JAPb ate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. luse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if T-Aus( I deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1)]. The tax rate nnf'V=U VII tile lIel Vl:llUtl U1 lTlIl1SJers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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. i. ,-"ilI -~-"__.-~-,_,,'_.;'" REV-1502 EX+ (6-9* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF William D. Bittner FILE NUMBER 21-04-1055 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 which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1.. DESCRIPTION 1140 Rana Villa Avenue, Lower Allen Township, Cumberland County Assessed Value - $66,910.00 Common Level Ratio - 1.05 VALUE AT DATE OF DEATH 70,255.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 70,255.00 REV-15G8 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William D. Bittner FILE NUMBER 21-04-1055 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 50.00 1. 1990 Chrysler Sedan TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 50.00 , __._......., ~''''__.,.;~~,........."..'''...,-...-''''._'''_...._'''',__,..'".-.;..a..,.^.,.....~'_..~..,,<.,'..,,_.,,"""'""...,_.""'_~~;.',,""..', ,.,".,"c...-<,.",.u"~~________."""",,,,,,,,-~_ I ' REV-1509 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF William D. Bittner FILE NUMBER 21-04-1055 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Linda D. Zeigler 609 Gap Road, Lewisberry, PA 17339 Daughter B c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A Waypoint Acct No. 90774860 - William D. Bittner & Linda D. 4,202.00 50% 2,101.00 Zeigler ..................... ....... ........................ 2. A. Laird Duncan Acct No. 1545-9838 - William D. Bittner & Linda D. 617.23 50% 308.00 Zeigler TOTAL (Also enter on line 6, Recapitulation) $ 2,409.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) ESTATE OF William D. Bittner SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21-04-1055 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Expenses related to funeral meal (food, catering and supplies) 1212.02 B. ADMINISTRATIVE COSTS: 7. 8. 9. 10. 11. 12. 13. 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Linda D. Zeigler Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 609 Gap Road City Lewisberry 17339 State ~Zip Year(s) Commission Paid: 2. Attorney Fees 1,250.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Ciaimant N/A Street Address City State _Zip Relationship of Claimant to Decedent 4. Probate Fees 145.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 Publication in Cumberland Law Journal Publication in Patriot News Inheritance Tax Filing Fee Inventory Filing Fee Real Estate Title Copies Photocopies, fax, postage Law Offices of Marvin Beshore - Additional out-of-pocket expenses 75.00 22.25 15.00 15.00 26.00 39.60 50.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) a 2,849.87 , . REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William D. Bittner FILE NUMBER 21-04-1055 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. William B. Bittner Son 1/3 737 Ridge Road Lewisberry, PA 17339 2. Joanne L. Weltmer Daughter 1/3 1369 Bush Hill Road Cresco, PA 18326 3. Linda D. Zeigler Daughter 1/3 609 Gap Road Lewisberry, PA 17339 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) .. ~ LAW OFFICES iNELBAl<ER 6: ELICKER LAST WILL AND TESTAMENT OF WILLIAM D. BITTNER I, WILLIAM D. BITTNER, of 1140 Rana Villa Avenue, camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke any and all wills and codicils previously made by me. 1. I direct that the expenses of my last illness and funeral, if any there be, be paid out of my estate as soon after my death as may be practical. 2. I direct that all taxes that may be assessed as a consequence of my death, of whatever nature, and by whatever jurisdiction imposed, shall be paid from my residuary estate as '}.;(J,.Dt ~~ \\_1- wJVC3 (l"'~~- part of the expense of administration of my estate. 3. I hereby appoint ~y <)vu, lfILLJ.^1'l D. 8ItTHEl<, ot oun y, my daughter, LINDA D. ZIGLER, of Lewisberry, York County, Pennsylvania, as "-Executors of my Last Will and Testament. Should either WILLIAM B. BITTNER or LINDA D. ZIGLER predecease me or fail to qualify or cease to act as CO-Executor, I hereby appoint the other Co-Executor to act as the alternate Executor. 4. I direct that neither of my CO-Executors, nor alternate Executor, shall be required to post any bond for the faithful performance of their duties in any jurisdiction. 5. I hereby devise and bequeath the rest, residue and remainder of my estate of every nature and wheresoever situate, in equal shares, or as nearly so as possible, to WILLIAM B. BITTNER, my son; and LINDA D. ZIGLER, my daughter; and JOANNE L. f' WEALTMER, my daughter; or to their issue, per stirpes. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this 'd--C ~ay of ~ UVtJ< , 1989. tJ~,f)~ (SEAL) William D. B. tner Signed, sealed, published and declared by WILLIAM D. BITTNER, the Testator above-named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. a.uk $ItfSEALJ xL~_ 4 d. 'Jfc.--7f (SEAL) LAW OFFICES ;NELBAKER a ELICKER -2- /t . COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) We, WILLIAM D. BITTNER, CHARLES D. VANCE, JR., and SUSAN A. McCOY, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, sworn to and aCknowledged before me by WILLIAM D. BITTNER, Testator, and subscribed and sworn to before me by CHARLES D. VANCE, JR., and SUSAN A. McCOY, witnesses, this ~0~ day of S7~ , 1989. <g~ .~ Notary Public f-AW OFFICE'S IOTAtW. SUI. .:=~~~. IOTART PlaIe Ill' ClIIIISSfllN EXPIRES ~~~ NELBAKER a ELfCKER COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005646 BESHORE MARVIN 130 STATE ST PO BOX 946 HARRISBURG, PA 1 7108-0946 ACN ASSESSMENT AMOUNT CONTROL NUMBER ____n__ fold ---------- -------- 101 I $407.89 ESTATE INFORMATION: SSN: 167-14-7870 I FILE NUMBER: 2104-1055 I DECEDENT NAME: BITTNER WILLIAM D I DA TE OF PAYMENT: 08/03/2005 I POSTMARK DATE: 08/02/2005 I COUNTY: CUMBERLAND I DATE OF DEATH: 11/02/2004 I I TOT AL AMOUNT PAID: $407.89 REMARKS: CHECK# 018764 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA "__J1~P~RTMENT OF REVENUE ,~rr\r(;r"-C) U! 1-'~:nCE OF INHERITANCE TAX ; :..-'.., ~'APPRAISEttENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 10-10-2005 BITTNER 11-02-2004 21 04-1055 CUMBERLAND 101 APPEAL DATE: 12-09-2005 (See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9~!_~~9~~_!~~~_~~~~______~___~~!!!~_~g~~~_~g~!!g~_~g~_yg~~_~~9g~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM D FILE NO. 21 04-1055 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 i :"., ,".; \":: '('.7 MARVIN BESHORE ESQ M BESHORE LAW OFCS PO BOX 946 HBG PA 17108 ESTATE OF BITTNER REV-1547 EX AFP (06-05) WILLIAM D TAX RETURN WAS: (X) ACCEPTED AS FILED DATE 10-10-2005 ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 70,255.00 .00 .00 .00 50.00 2,409.00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 2,849.87 NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 72,714.00 2.849 87 69,864.13 .00 69,864.13 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17. Anount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 69,864.13 X 045 = 3,143.89 .00 X 12 = .00 .00 X 15 = .00 (19)= 3,143.89 .00 (11) (12) (13) (14) ..-... .._--~. . l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-28-2005 CD004899 136.84 2,600.00 08-02-2005 CD005646 .00 407.89 TOTAL TAX CREDIT 3,144.73 BALANCE OF TAX DUE .84CR INTEREST AND PEN. .00 TOTAL DUE .84CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE t"~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) V Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 BESHORE MARVIN 130 STATE ST PO BOX 946 HARRISBURG, PA 17108-0946 RE: Estate of BITTNER WILLIAM D File Number: 2004-01055 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing lS due by: 11/02/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~AJ~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) J Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 10/30/2006 ZEIGLER LINDA D 609 GAP ROAD LEWISBERRY, PA 17339 RE: Estate of BITTNER WILLIAM D File Number: 2004-01055 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1! 1992, the personal representative or his counsel! within two (2) years of the decedent's death! shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 11/02/2006 please feel free to contact this office with any questions you may have. If you have already filed your Status Report! please disregard this notice. Sincerely! ;:.~ , (/ . ~I .0 ~/1td-'-- v.'?Mrd!C1j~d~,~ Glenda Farner Strasbau~ Clerk of the Orphans' Co'urt cc: File Counsel ,-\ ....... ~ . e , Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N f D d t William D. Bittner ame 0 ece en : Date of Death: November 2, 2004 Estate No.: 21-04-1055 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes [R] 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No.181. b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. Did the personal representative state an account informally to the parties in interest? Yes 181 No D c. 11-01-06 Date: " , ':."'1 In" \"G .t_:'::o~/\il v I i..jrVV\ c: 1\ I'rI: 1,..l\-lQ .L....l! :\....;",) ,-,,j\jvnU\J jO >1tJ3l8 Marvin Beshore, Esquire Name Po Box 946, 130 State St., Harrisburg, PA 17108-0946 Address I Z :Zl ~id 8 - AON 900Z 717-236-0781 Telephone No. Capacity: o Personal Representative ~ Counsel for personal representative Yv0 MARVIN BESHURJ!.: Attorney at Law 130 State Street, P.O. Box 946 Harrisburg, P A 17108-0946 Email: mbeshorecmmblawfirm.com Telephone: (717)236-0781 Fax: (717)236-0791 November 2, 2006 Glenda Farner Strasbaugh Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of William D. Bittner Estate File # 2004-01055 Dear Ms. Strasbaugh: Enclosed for filing is an original and one copy of the Status Report Under Orphans' Court Rule 6.12. Please time-stamp the copy and return it to this office in the enclosed post-paid envelope. Thank you for your assistance. . t;;;:~tA narvin Beshore MB: amb cc: Linda Zeigler, Executrix Enclosure 'r '-'(~I' 1" ;:,:;~C,j~/'~f .....; I f.rV'" (\ I' ".tH' I' '0 ...!...-l! r\.),J')JJ'~\/ ad JO W-J3l8 /2 :ZU.!d S-liON 900l