HomeMy WebLinkAbout01-0470
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of E. BRADLEY WITMER
also known as
, deceased.
No. 21-01-470
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
Social Security No.
191-46-0262
The Petition of the undersigned respectfully represents that:
Your Petitioner, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated Auaust 23 ,1996, and codicils dated none , 19----:. The
Executor named none died . Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 15 Courtyard Drive, North Middleton Township, Carlisle
Decedent, then ~ years of age, died April 6 ,2001, at Rua Maria Macieira,
79 Campinho. Rio de Janeiro, Brazil
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:
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 PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
15 Courtyard Drive, Carlisle, PA 17013
$20,000.00
$
$
$89,000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codici\(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
11/Lu '3.c:&:-.
..
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
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 representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 11 th day of
May , 2001.
~u.:lC?)tf((/( J 4'R" J"fD I~~. .
'/ ./ Register /
/"1 t1 ~. .dL
Ro r . Irwin
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No. 21-01-470
Estate of
E. BRADLEY WITMER ,deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, Mav 14 . 2001, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
AUQust 23. 1996 described therein be admitted to probate and filed of record as
the Last Will of E. Bradlev Witmer : and Letters Testamentarv are
hereby granted to ROQer B. Irwin
FEES
Probate, Letters, Etc. . . . . . . . $ 200.00
Short Certificates(-3- ) . . . . $ 9.00
Renunciation(s) ........ . . . $
JCP . . . . . . . . . . . . . . . . . . . . $ 5.00
Other Will PaQes (-2-) .... $ 6.00
TOTAL: .... $ 220.00
Filed. . . . .. . . . .. .5.-)~-:-?99.1. . . . . . .
717 -249-2353
PHONE
~~
In accordance with 5 CFR 1320 5(b), persons are not required to respond to the collection OMB APPROVAL NO. 1405-0096
of this information unless this form displays a currently valid OMB control number. EXPIRES: 03-31-2001
REPORT OF THE DEATH OF AN AMERICAN CITIZEN ABROA6EDBURDEN2HOURS
AmConGen Rio de Janeiro, April 16, 2001
(Post & date of issue)
SSA No.191-46-0262
Age 45
21-01-470
OF-180 (Rev. 03- 1998)
Name in full Edward Bradley Witmer
Date (mm-dd-yyyy) and Place of Birth 01-18-1956 III Pennsylvania, U.S.A.
Evidence of U.S. Citizenship U.S. passport no'u094946037 issued in PHI on 13Jan2000
Address in U.S.A. 15 Court yard Drive, Carlisle, PA 17013
Permanent or Temporary Address Abroad Staying temporarily with friends
Date of death April 06 UNK
(Month) (Day) (Hour)
Place of death Rua Maria Macieira, 79 Campinho, Rio de Janeiro
(Number and street) or (Hospital or hotel) (City) (Country)
Cause of death Pending laboratory exams requested by Dr Zuleika Ribeiro Sauaia Kubrusly
(Including authority for statement - if physician, include full name and official title, if any)
2001
(Minute)
(Year)
Brazil
Disposition of the remains Airshipped to Cremation Society of PA at 4100 Jonestown Rd, Harrisburg, PA
17109
Local law governing disinterment of remains provides that not applicable
Disposition of the effects American Consulate General in Rio de Janeiro
Person or official responsible for custody of effects and accounting therefore Francisco Rodrigues delivered effects
to the American Consulate General in Rio de Janeiro
Traveling/residing abroad with relatives or friends as follows:
NAME
Visiting friends
Informed by telegram or telephone
NAME
ADDRESS
ADDRESS
DATE NOTIFIED
(mm~dd-JYYY)
N/A
Copy of this report sent to:
NAME
Betty B. Witmer
DATE SENT
(mm-dd+}yyy)
ADDRESS
15 Courtyard Dr, Carlisle, PA 17013
04-16-01
Notification or copy sent to Federal Agencies: SSA XX V A CSC Other P A Vital Stats
(State Agency)
The original copy of this document and information concerning the effects are being placed in the permanent files of the Department
of State, Washington, D.C. 20520
Remarks:
(1) Brazilian Death Certificate no. 55267, pg 67, book C-0309 issued in Rio de Janeiro, Brazil on
April 10, 2001: (2) U.S. passport no. 094946037 isssued in Philadelphia on January 13, 2000.
[SEAL]
ontinue on reverse if necessary.)
A-
Consul
Anthony Benesch
of the United States of America.
Additional certified copies available from the Correspondence Branch, Passport Services, Department of State, Washington, D.C. 20520. Each copy $10.00.
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21-01-470
LAST WILL AND TESTAMENT
I, E. BRADLEY WITMER, of North Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I devise and bequeath all of my estate of every nature and wherever situate to my as
follows:
a. All personal items of my estate including furniture, dishes, etc., are first to be
given to Mother, Betty B. Witmer and sister, Pamela A. Dunkelberger, based upon their personal
selections. All other items are to be sold with any proceeds to go the estate to settle any expenses
derived by the estate, and
b. All the rest, residue and remainder to my Mother, Betty B. Witmer, and if she is
not living at the time of my death, to my sister, Pamela A. Dunkelberger.
4. I nominate and appoint Roger B. Irwin to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Marcus A. McKnight, III and James D. Hughes as substitute executors, also to serve as
such without bond, with the same powers as are given herein to my executor.
6. I hereby suggest that my personal representative retain the services of Irwin, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal t.}~ day of August,
1996.
i'&~~&~ (SEAL)
E. B LEY WITMER
Signed, sealed, published and declared by E. BRADLEY WITMER, the above named
testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
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ACKNOWLEDGMENT AND AFFIDA VIT
WE, E. BRADLEY WITMER, MARTHA L. NOEL and CHERYL L. CLELAND,
the testator and witnesses respectively, whose names are signed to the 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 that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
? 4--~f~
E. BRAD Y WITMER
-1(~ ~-~
MARTHA L. NOEL
e~~~
~
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by E. BRADLEY WITMER, the
testator herein, and subscribed and sworn to before me by MARTHA L. NOEL and CHERYL
L. CLELAND, witnesses, this t-}~ day of August, 1996.
NIUriaI Se8I
Roger a.lrwtn. NotaIY I"\.f*
c.tsI8 Elolo, Cu ,1berIancI Ccu'IY
My OorMliIllIon Exr:*eS 0cl3. 1996
e
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
E. BRADLEY WITMER
Date of Death:
April 6, 2001
Estate No.:
21-01-0470
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on June 8, 2001
Name
Address
Betty B. Witmer
Pamela A. Dunkleberger
219 Faith Circle, Carlisle, P A 17013
103 Petersburg Road, Carlisle, P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
06/08/01
S~&":, J:l2 ~. ~
IRWIN, McKNIG & HUGHES
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, P A 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
E WITMER
, Deceased
No. 21-01-470
of 2001
To the Clerk of the Orphans' Court:
Enter the claim of DISCOVER FINANCIAL SERVICES, INC.
Acct. 6011002720286913
In the amount of
$577.58
, against the above entitled estate.
The decedent, who resided at 15 COURTYARD DR, ,CARLISLE PA 17013
died on . Written notice of said claim was given
to ,if known to claimant, at
(Personal Representative or counsel)
" 0
on
June 11,2001
(Date)
~~Ufl/
(Claimant) .
Address:
5330 East Main Street, Suite 200
Columbus, Ohio 43213
Claimant's Counsel
Address
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I ro - J3 0 - 7
FILE NUMBER
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E
C
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N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128 0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Witmer E. Brad1e
DATE OF DEATH (MM-DD-YEAR)
191-46-0262
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
21-01-0470
CQUNTYCODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-YEAR)
04/06/2001 01/18/1956
IF APPLICABLE SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(Attach copy of Will)
D 9. Litigation Proceeds Received
o
3. (date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust
(AttaCh copy of Trust)
010. Spousal Poverty Credit
D
11. Election to tax under Sec. 91 13(A)
(date of death between 12-31 -91 and 1- 1-95) (Attach Sch 0)
THIS SECTIOI't MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAx INFORMATION SHOULD BE DIRECTED TO:
NAME
COMPLETE MAILING ADDRESS
Ro er B. Irwin Es .
FIRM NAME (If Applicable)
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
R
E
C
A
P
I
T
U
L
A
T
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49-2353
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
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 II (10)
11. 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 (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(39,842.85)
(1)
(2)
(3)
88,500 .
Ncg,e?
N~e
dOFFICI~ ONLY
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(5)
None
18,541.,49
(6)
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None
(8)
107,041. 49
16,244.11
130,640.23
(11)
(12)
(13)
146.884.34
(39,842.85)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2}
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. CHECK HERE IF YOU ARE REQUE
> > BESURE'TOANSWER ALL.QUESTI
x .0 0 (15) 0.00
(39,842.85) X 045 (16) 0.00
X .12 (17) 0.00
X .15 (18) 0.00
(19) 0.00
Copyright (c:) 2000 form software only The Lackner Group, Inc.
FormREV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
15 Courtyard Drive
CITY I STATE I ZIP
Carlisle FA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits ( A + 8 + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek 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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WillS, AGENT
0.00
0.00
0.00
0.00
0.00
'. . . 'PLi:ASE A~SW~R TH~'FOllOWING QUESTIONS BY PLACING AN
1. Did decedent make a transfer and:
"X"
IN THE APPROPRI~T~ E1~bci<s
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; ,
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? '
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death?
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.
Yes No
~ ~
D
D
D
[B
[B
[B
Under penalties of perjury, I declare that 1 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,
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN
Roger B. Irwin Esq.
60 West Pornfret Street
-----------------------------------------------------
Carlisle, PA 17013
IRWIN McKNIGHT & HUGHES
60 West Pornfret Street
-----------------------------------------------------
Carlisle, PA 17013
DATE
, I 'flav
DATE
For dat 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
109 spouse is 3% [72 PS. 9116 (a) (1.1) (in
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. 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 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, 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. 9116( 1.2)
[72 PS 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% [72 P.S. 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,
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6~OO)
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
E. Bradley Witmer SSII 191-46-0262 04/06/2001 21-01-0470
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 self, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F,
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 15 Courtyard Drive, Carlisle Borough, Cumberland County - sold 88,500.00
12/31/2001 (settlement sheet attached)
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 88,500.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1502 EX (Rev. 1-97)
REV-15Q8 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
E. Bradley Witmer
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSII 191-46-0262
04/06/2001
FILE NUMBER
21-01-0470
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Bee Development & Management Co. (Balanced Care) - final payroll
VALUE AT DATE
OF DEATH
2,534.29
2
BELCO-regular savings
420.32
3
BELCO-Christmas savings
395.10
4
BELCO-checking account
438.75
5
Members First Federal Credit Union
regular savings
3,742.88
6
Members First Federal Credit Union - checking
614.15
7
2000 Daewood Nubira SE Sedan; 20,000 miles; 4-cyl. 2.0 L
9,365.00
8
Household goods/personal property
1,031.00
TOTAL (Also enter on line 5, Recapitulation) $ 18 J 541.49
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 tormsoftware only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
E. Bradley Witmer
Debts of decedent must be reported on Schedule l.
ITEM
NUMBER
A.
B.
SSfI 191-46-0262
FILE NUMBER
21-01-0470
04/06/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Consulate General at Rio de Janeiro, Brazil - embalming/shipping
4,600.00
costs
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Roger B. Irwin Esq.
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 60 West Pomfret Street
City Carlisle State PA Zip 17013
5,200.00
Year(s) Commission Paid:
2.
3.
Attorney's Fees
IRWIN McKNIGHT & HUGHES
6,000.00
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4.
Register of Wills
Probate Fees
220.00
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - estate notice publication
75.00
2
Register of Wills, filing fee
25.00
3
Roy D. Gottshall, appraisal fee
40.00
4
The Sentinel - Legal - estate notice publication
84.11
TOTAL (Also enter on line 9, Recapitulation) $ 16,244.11
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
E. Bradley Witmer
REV-1512 EX t (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSlf 191-46-0262
FILE NUMBER
21-01-0470
04/06/2001
Include unreimbursed medical expenses.
ITEM
NUMBER
1 American Express
10
11
12
13
14
15
16
17
DESCRIPTION
AMOUNT
194.13
2
BELCO-unsecured loan (VISA)
4 , 394. 24
3
BELCO-secured loan (automobile)
15,378.28
4
Borough of Carlisle, water/sewer
107.93
5
Citibank USA, VISA
87.80
6
Courtyards of Carlisle, dues
317.97
7
Discover Financial Services Inc.
577 . 58
8
First USA, e.card
87.66
9
Homecomings Financial, mortgage
27,984.90
M&T Mortgage Corp., mortgage
75,723.55
Members First Federal Credit Union - VISA
4,621.96
Merck-Medea RX Services
60.00
PP&L,utilities
158.28
Sprint Long Distance
367.12
Sprint Telephone
298.01
VGI, utilities
213 . 97
Verizon Wireless
66.85
TOTAL (Also enter on line 10, Recapitulation) $ 130,640.23
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
AEV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
E Bradlev Witmer
SSif 191-46-0262
04/06/2001
FILE NUMBER
21-01-0470
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER
I.
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Pamela A. Dunkleberger
103 Petersburg Road
Carlisle, PA 17013
Sister 1/2 pers.
property
2
Betty B. Witmer
219 Faith Circle
Carlisle, PA 17013
Mother
remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FDR WHICH AN ELECTION TD 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)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAftiIENT
I, E. BRADLEY WITMER, of North Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I devise and bequeath all of my estate of every nature and wherever situate to my as
follows:
a. All personal items of my estate including furniture, dishes, etc., are first to be
given to Mother, Betty B. Witmer and sister, Pamela A. Dunkelberger, based upon their personal
selections. All other items are to be sold with any proceeds to go the estate to settle any expenses
derived by the estate, and
b. All the rest, residue and remainder to my Mother, Betty B. Witmer, and if she is
not living at the time of my death, to my sister, Pamela A. Dunkelberger.
4. I nominate and appoint Roger B. Irwin to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Marcus A. McKnight, III and James D. Hughes as substitute executors, also to serve as
such without bond, with the same powers as are given herein to my executor.
6. I hereby suggest that my personal representative retain the services of Irwin, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal ~}~ day of August,
1996.
t:&/,~tr~. (SEAL)
. E. B LEY WITMER
Signed, sealed, published and declared by E. BRADLEY WITMER, the above named
testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
4.. a/7~ ,Y'-11lJ
8??// rJf"~
2
ACKNOWLEDGMENT ANDAFFIDAVlT
WE, E. BRADLEY WITMER, MARTHA L. NOEL and CHERYL L. CLELAND,
the testator and witnesses respectively, whose names are signed to the 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 that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
~~ ~<-<~~~
E. BRAD Y WITMER
-ff(CC7cL X,~
MARTHA L. NOEL
~~t~~~
COMMONWEALTH OF PENNSYLVANIA
5S:
COUNTYOFCU~mERLAND
Subscribed, sworn to and acknowledged before me by E. BRADLEY WITMER, the
testator herein, and subscribed and sworn to before me by MARTHA L. NOEL and CHERYL
L. CLELAND, witnesses, this ?J ~ day of August, 1996.
c&--
NclariaI Sefi
Ro\lIlr B.IrM\1. No\aIy Nt:
CMIsIO ecro. Curnbel1and Court\'
My ear. ,Oo/lb , EJqj'es Od. 3. '900
_01
iit,;;J-111" :h
L SETTLEMENT CHARGES
OM!) No 2~(J2-02C5
700. TOTAL SALES/BROKER'S COMMISSION PAID FROM PAID FROM
BASED ON PRICE $88,500.00 @ 6 %. $5,310.00 BORROWER'S SELLER'S
FUNDS FUNDS
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: AT AT
701 $2,630.00 10 HOWARD HANNA DETWEILER REALTY SETTLEMENT SETTLEMENT
702. $2,680.00 10 JACK GAUGHEN ERA
703 $0.00 10
704. $0.00 10
705. Commission paid al selllemenl $5,310.00
706
OUU.' " '" '"','M
B01.Loanollljlnallonfee 1.0000% 10 EQUITY ONE, INC. $865.00
802. Loandiscounl % 10 EQUITY ONE, INC. $438.99
803. Appraisal fee 10: BARRETT REAL ESTATE 325 POC
804. Credil report 10: FIDELITY NATIONAL-14 POC
805. lender'S inspeclion fee EQUITY ONE, INC.
806. Mortgage insurance application fee 10 EQUITY ONE, INC.
807. Assumphon lee EQUITY ONE, INC.
BOB FLOOD CERT-CBA $24.00
809.
810.
811.
"UU. I~YL~N~
901. \nlereslfrom 12/31 2001 10 01/01 2002 @ $16.59/day $16.59
902 Mortgage insurance premium for mos. 10
903. Hazard insurance premium lor yrs.\o
904. Flood insurance premium for yrs.lo
905.
'UUU. , "" n
IDOL Hazardlrlsurance monllls@ permonlh
1002. Mortgage Insurance months@ permonlh
1003. City properly taxes 12.00 months@ $37. 12 per monlh $445.44
1004, Counly property taxes months@ permonlh
1005. Annual assessmenls 7.00 monltlS@ $83.77 per monlh $586.39
1006. Flood insurance monlhs@ per month
1007. months@ permonlh
1008 monlhs@ permonlh
1009 Aggregate r,ccounting Escrow Adjustment ($185.64)
1luu. "OCC 0:
1101 Selllerl1c>nlol closingkelo Cedar Cliff Abstract Agency, Inc.
1102 Abslraclor lille search 10
1103. Trfleexaminalionlo
1104 Tille insurance binder 10
1105 Docunlentpreparalionto
1106. NOl<lfY fees 10 CASH $15.00
1107. Altorney's fees 10
(Includes above ilems Numbers 1
1108,Tilleinsurancelo CEDAR CLIFF ABSTRACT AGENCY, INC. $762.751
(includes above ilems Numbers: TITLE INSURANCE I
1109 Lender"scoverage ( $86,500.00 I
1110. Owner"s coverage ( $88,500.00 I
1111. END 100, 300, 8.1, 810 $200.00
1112. INSURED CLOSING LETTER $35.00
1113
1200 GOVERNMENT RECORDING AND TRANSFER CHA"GES.
1201. Hecordlngfees Oeed $25. 50 ; MOrlgage $45.50 ; Releases $71.00
1202 C,ty/county la~lslarTlps Deed $1,770. 00; Mortgage $885.00 $885.00
1203.S1alela'lslamps Deed ; Morlgage
1204. RECORD ASSIGNMENT $14.00
1205. ASSIGNMENT CREDIT ($14.00)
1 JUU. AU) ~.
1301 SUflIeyto
1302 Pest inspeclron lo BOWERS PEST $35.00
1303 HOWARD HANNA TRANSACTION FEE $125.00
1304 JACK GAUGHEN-TRANSACTION FEE $100.00
1305. COC UNIT OWNERS ASSOC $45.85
1306 CARLISLE BORO $28.87
1307 FEDERAL EXf'RESS $20.00 $15.00
1400. TOTAL SETTLEMENT CHARGES $3,946.38 $6,777.86
I h"ve caretully reViewed the HUD-l Setllement Statement and 10 the best of my knowledge and belief, It IS a true and accurate statement of all receipts and disbursements made
::~~w::co".":r;;1 ;;':'1':/:: certify Ihall ha'e ~::"e;~::o; Ihe ;::;~-:,sellleme"1 Slaleme; _ dL 2#L Dale' .( I';~ ,
TODDM. STINE - , WITMER ESTATE
Borrower
Date
Seller or
Agent:
/
Dale
The HUD~1 Settlemellt Statement which f have prepared is a true and accurate account of this transaction I flave caused or will cayse'the funds 10 be disbursed in accordance
with this statement
Date'
Settlement Agent:
), ,
"
STONE
Dale I ?/~I.I,) 1
WARNING: It is a crime to knowingly make false statements to the Uniled Stales on Ihis or any other similar form
ment. For details see Tille 18 U,S. Code Sectioll1001 and Section 1010
ties upon conviction can include a fine and imprison-
. A. Settlement Statement
U.S. Department of Housing
and Urban Development ~
,r
OMS No, 2502..Q265
B. Type of Loan
1. o FHA
4. OVA
2. 0 FmHA
5. 0 Conv. Ins.
3. 0 Cony. Unins File Number
24339
Loan Number
00287879
Mortgage Insurance Case Number
442-6793881-734
c. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked tlp.D.C" were paid outside of closing; they are shown here for informational purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER: TODD M. STINE
,PA
E. NAME AND ADDRESS OF SELLER: E. BRADLEY WITMER ESTA TE
15 COURTYARD DRIVE, CARISLE, PA lT033
F. NAME AND ADDRESS OF LENDER:
l=C,JUII Y ONE, INC.
101 SCHOOLHDUSE LANE, MECHANICS BURG, PA 17055
15 COURTYARD DRIVE
CARISLE, PA 17033
G.PROPERTY
LOCATION:
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
TIN:
CEDAR CLIFF ABSTRACT AGENCY, INC.
414 Bridge Street, New Cumberland, PA 17070
23.2133165
1. SETTLEMENT DATE: 12/31/2001 RESCISSION DATE:
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price .<88 500.00 401. Contract Sales Price $BB 500.00
102. Personal Property 402. Personal property
103. Settlements charges to borrower: 403,
(from line 1400) $3,946.38
104. 404.
105 405_
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106_ City/town taxes 12/31/2001 10 01/01/2002 $2.48 406. City/town Taxes 12/31/2001 10 01/01/2002 $2.48
107. Counly Taxes 10 407. County Taxes 10
108. Assessments 12/31/2001 to 07/01/2002 $510.57 408. Assessments 12/31/2001 10 07/01/2002 $510.57
109_ 409.
110 410.
111 411.
112 412.
120. GROSS AMOUNT DUE FROM BORROWER: $92,959.43 420. GROSS AMOUNT DUE TO SELLER: $89,013.05
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money $1,000.00 501. Excess deposit (see instructions)
202. Principal amount of new loan{s) $86,500.00 502. Settlement charges to seller (line 1400) $6,777.86_
203. Existing loan{s) taken subject to 503. Existing loan(s) taken SUbject to
204 504. Payoff of first mortgage loan M & T BANK $75,593.90
205. 505. Payoff of second mortgage loan
206 506
207_ 507.
208. 508
209_ 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. City/town taxes 10 510. City/town taxes 10
211. County taxes 10 511. County taxes 10
212_ Assessments 10 512. Assessments 10
213. CLOSING COSTS $1,387.84 513. CLOSING COSTS $1,387.84
214_ PREPAIDS BY SELLER $2,173.17 514. PREPAIDS $2,173.17
215. 515.
216. 516.
217. 517.
218. 518.
-
219 519.
220. TOTAL PAID BY/FOR $91,061. 01 520. TOTAL REDUCTIONS
BORROWER: IN AMOUNT DUE TO SELLER: $85,932.77
,jUU. ""~H "I ~~ I 1600. ,AI ~~II
301. Gross amount due from borrower (line 120) $92,959.43 601. Gross amount due to seller (line 420) $89,013.05
302. Less amount paid by/for borrower (line 220) $91,061.01 602. Less reductions in amf. due seller (line 520) $85,932.77
303. CASH ( r8]FROM) ( OTO) BORROWER: 603. CASH ( OFROM) ( r8]TO)
$1,898.42 SELLER: $3,080.28
HUD-1 (3-86) - RESPA, HB 4305.2
PAGE 1
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MetnbersJ
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANICSBURG, PA 17055
I -800-283-2328 or (717) 697-1!61
May 14,2001
Roger B. Irwin
Irwin, McKnight & Hughes
West Pomfret Professional Building
60 W, Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of E. Bradley Witmer
SSIN 191-46-0262
Dear Mr. Irwin,
Enclosed is the information requested in your letter of May 10,2001 regarding the accounts
held with Members 1" by E. Bradley Witmer.
Please forward a short certificate evidencing the court appointment of an Executor. We also
request the retum of Mr. Witmer's VISA and check cards for proper destruction,
As indicated on the enclosed Date of Death Values Report, the VISA credit card account
balance is secured by a contractual pledge of shares. Therefore, Members I" will require payoff in
full of the VISA either by payment from the Estate or by transfer of account funds, Please advise
which method of payment can be anticipated.
You may contact me at 795-5131 should you have any questions or require additional
information.
Q):;.' tm l~ours ' /----.
I' ". V _______
;; f;ll~;.;i( '~ ., , --.
nise A, Ande . ~
Insurance Products Supervisor
Enclosure
MelllbersJ
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from I/l/Olto Date of Death
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/ I /0 I to Date of Death
Name of Joint Owner
VISA CREDIT CARD ACCOUNT:
Account Number
Date Account Opened
Balance at Date of Death
Name of Joint Cardholder
Security Interest
Estate of: E. BRADLEY WITMER
Date of Death: 04/05/2001
Social Security Number: 191-46-0262
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
po. BOX40
MECHANICS BURG, PA 17055
I -800-283-2328 or (717) 697-1161
110079-00
08/05/1989
$3,741.71
$L17
$3,742.88
$30.24
None
110079 -11
OS/22/1993
$614.15
$.00
$614.15
$.00
None
4287590001100797
12/24/1998
$4,621.96
None
Signature/Contractual Pledge of Shares
t~~::;/pC~EDIT UmON
/. :4..". /' ____
Ise A. An rs------
Insurance Products Supervisor
May 14,2001
JUN 2\ .2001 THU 12: 03 PM BELeo GF-ED I T UN 1011
FAX NO, 7177206214
? 02
D0c~der:t (~tote torormotlol\ form
1, Nc:.mc(;:;) in whkh the QC(i)unt was held:
(;.- lJ,"-<FJ()L~.~ u_),"/J'h<!_/:!..
2. Account Number;
;5Z'I;::<0
4 -(,-0 I
3.
8Ql::'lit:!?o as of dc,t.~"; of d~oth:
Regular Savings:
Chrlstmo5 Scving$:
Money Mgt Savi ngs:
Chec!-<ing SQVi(19~:
flaJl;~d
Bo.!C;i'(B. Div:t,'end;
C:i293.::>. .II D.P./
$--,395:!<C.~__I$ -(2.,4...
$__... __._..1$___~.____
$ '-/3:6.-7~~~ I$_&L.~__.
Bo:un"::l
A(uuoo
Oivide(lds
(><>rtifi(f..lte
Number
Certificates: $
$
$
1$ 1$
1$__~___I$._.__.__~
1$ 1$
4_ Dote the account wos: inItiated: t.-} -3,.0- 1$ 0
5_ Name(s) in which Saf(;) Depc$it Box tUOS held: _--.ClOrJ..<....
6. Date the box was lnJtiat!v rented:
}. B(Qnd, odorosSi at whkh the box is located:
B. Loolllnformotion
Q. Unsecured loans:
ViS/'<
$~;3'13.2i1 7"{,,?:. I -"13:;';-:%
$ I I
$ I I
b. Secured Consumer
loan<, tru-*"
lEE z. n Ilb.3~
$ 1
$ I
I '7.7"5%
I
.1___
c Mortgage loons:
$
$-~- I I
$__~I__~_.__~__J___.__ _.__
9. Miscellaneous:
06/21/01
12:50
TX/RX NO. 7707
P.002
.
~ IVf8EI' l\lortgage Corporation
A SUBSIDIARY OF M&I'BANK . Over 140 liars of Experience Behind Us
'.""", ','~' ,',.,',
June 13, 2001
::":'"
'.i
.,~ r(
'-, ,.J CJ
Mr. Roger B. Irwin
Irwin McKnight & Hughes
West Pomfret Proressional Building
60 West Pomfret Street
Carlisle,PA 17013-3222
RE: Mortgage No:
Mortgagor:
9718719
Estate orE. Bradley Witmer
Dear Mr. Irwin:
I am writing to you in response to your correspondence regarding the above-referenced
mortgage account.
After reviewing the account, I have confirmed that the principal balance on this mortgage
on April 6, 2001 was $75,723.55. This loan originated on October 29,1999. I have also
confirmed that Mr. Witmer did not have credit life insurance on this mortgage.
Please forward a copy ofthe death certificate for Mr. Witmer for our records. If you
have additional questions, please contact me directly at 716-848-3621 or at
1-800-724-2224, extension 3621.
incerely,
V~'L_ ~/
Lorrame vawters
Mortgage Servicing Specialist
Residential Mortgages
LV:BR
M&T Mortgage Corporation. P.O. Box 1288 . Buffalo, New York 14240 . (716) 626-7010 . (800) 724-2224
www.mandtbank.com
Homecomings Financial
A GMACCumpany
VERIFICATION OF MORTGAGE
Without Payment History
Date: July 19,2001
Borrower(s): E. Bradley Witmer
Property Address: 15 Courtya
Loan Number: 0300199148
Mailing Address: c/o Irwin, McKnight &
Hughes
60 West Pomfret Street
Carlisle, PA 17013
Carlisle, PA 170130000
This information is sent in response to your recent request for a verification of mortgage
for the above-referenced loan. It is understood that this information is released in strict
confidence for use by your company only. This information is not intended as a payoff
statement.
Loan Information
Type of Lien:
Second Mortgage
Type of Loan:
Loan Assumable:
Conventional
NO
Mortgage Instrument:
Original Mortgage Amount:
Origination Date:
Original Term of Loan:
FIXED
$28,000.00
March 23, 2001
25 years
Current Mortgage
Balance:
Current Interest Rate:
Monthly Payment
Amount:
PITI (Prin/Int/Tax/Ins):
Escrow Balance:
Mortgage Insurance:
Prepayment Penalty:
$27,984.90
11.925%
$293.35
$293.35
$ 0.00
NO
Per Note, Rider,
or Addendum
The first payment due to Homecomings Financial was the April 28. 2001, installment.
Homecomings Financial reports payment experience to the major credit bureaus. Please
contact the credit bureaus directly for credit information regarding this account. If our
customer's credit report does not contain the payment experience information you need,
there is a $35.00 fee for this information. Please forward a check to Homecomings
Financial, Attn.: Correspondence, P.O. Box 890036, Dallas, TX 75389. Be sure to
include written authorization from the borrower(s) and write the loan number (above) on
your request. You can overnight this information to us at: Homecomings Financial,
Attn.: Correspondence, 2711 North Haskell Avenue, Dallas, TX 75204.
Homecomings Financial
2711 North Haskell Avenue Suite 900 Dallas, TX 75204
800.206.2901 homecomings.com
\/b-c2c30-- 7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-18-2002
WITMER
04-06-2001
21 01-0470
CUMBERLAND
101
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE
'02 FE8 25
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REY-15~7 EX AFP 112-001
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PA 1 tlll1llbe,
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is"4-j-E3f-AFP-n'2-:00Y-NoYicE--OF-YNHEifiTAN-CE-YAX-APPRAisEifiNT~--AL1-oWANCE-OR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WITMER E B FILE NO. 21 01-0470 ACN 101 DATE 02-18-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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)
S. 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)
88.500.00
.00
.00
.00
18.541.49
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
16.244 . 11
130.640.23
(11)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
107.041.49
146.884 34
39.842.85-
.00
39.842.85-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. 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
A RFFUND_ SoFF RFUFRSoF SoTDF DF THTSo FORM FOR TNSoTRII~TTONS. 1
STATUS REPORT UNDER RULE 6.12
~v
Name of Decedent:
E. BRADLEY WITMER
Date of Death:
APRIL 6. 2001
No. 21-01-0470
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration ofthe estate is complete: ~ Yes _ No
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 X No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
4/24/02
/~ ~cL.
Si~aMe ,-,' .
IRWIN, McKNIGHT & HUGHES
<::;I"
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Roger B. Irwin. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
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Personal Representative
Counsel for Personal Representative
Capacity: