HomeMy WebLinkAbout01-0717
PETITION FOR PROBATE and GRANT OF LETTERS
No. 21-01- ~ '7
To:
Estate of ELIZABETH G. BITNER
also known as
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 182-22-5952 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older anAthe .etecutor
in the last will of the above decedent, dated prl. 7 ,
and codicil(s) dated None
named
,19~
It is suggested that William E. Bitner, Jr., husband of the Decedent herein,
predeceased said Decedent.
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
her last family or principal residence at Rethany Village Reti rempnt Cpntpr,
325 Wesley Drive, Mechanicsburg (Lower Allen Township).. PA 17055.
(list street, number and muncipality)
Decendent, then 92 years of age, died July 21.. , Ji) 2001
at Bethanv Village Retirement Center (see addrpss f1hovp).
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: None
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ Unestimated
$
$
$ None
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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William E. Bitner: III
4 51 ~~~ada Avenn
Hershey, PA 17033
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well ~y admin~ster the estate according to law.
Sworn to or affirmed~d subscribed ~:z ~~
before me this 3. day of { William E. Bitner.. III ~
~ust ~ 2001 ~
~e..~ .t?itl,~~ (J~//' ~
1/. ~
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/~ - .;11./7- / D
No.
21-01-717
Estate of
ELIZABETH C. BITNER
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Augus t 3rd ~.....2illll., 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 April 7, 1961
described therein be admitted to probate and filed of record as the last will of
Elizabeth C. Bitner
and Letters Testamentary
are hereby granted to
William E. Bitner~ III
FEES
P b L E $ 60.00
ro ate, etters, tc..........
Short Certificates( 3) . . . . . . . . .. $ 9.00
Renunciation ................ $
JCP $ 5.00
TOTAL _ $ 74.00
Filed .AUGUST. 3.,. . 20.Q1. . . . . . . . . . . . . . . . .
>>'/7AV r! p'VJ1M PM ~ t2...u/~ ~
Register of Wills
SNELBAKER, BRENNEM~ & SPARE, P. C.
By
Rlchar~~R~rbbakerI'" N )#06355
44 Wes t 'Mai~ '~t"re~1f Ct. .u. o.
Mechanicsburg, PA 17055-0318
ADDRESS
(717) 697-8528
PHONE
MAILED LETTERS TO ATTORNEY AUGUST 3, 2001
21-01-717
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNES
codicil
(each) a subscribing witness to the will presented h ewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and th signed as a witness at the
request of test at in h esence and (in the presence of each other) (in the presence of the
other subscribing witness(es)
Sworn to or affirmed
me this
d subscribed before
day of
19_
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
~illiam E. Bitner. III. and Richard C. Snelbaker
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
each is familiar with the signature of Elizabeth C. Bitner,
~m
testat...u:i1L of ~ the will presented herewith and
~
that each believes the signature on the will is in the handwriting of
to the best of their
Elizabeth C. Bitner
knowledge and belief.
05.805 REV 9/86
This is to certify- that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Rc:.:gisrrar. 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.
No.
t '~ ~
~~~, -Lo~
<Local R gistrar
Fee for this certificate, $2.00
p
7555346
;)""'y. .;21 I ~oOI
" Date
Ht05. t43A... 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
TYPE/PRINT
IN
PERau,NENT
BLACK INK
UNDER 1 YEAR
~ Dtoya
UHDeR lllAY
HolD ! lolinuI..
SEX
a. Female
STATE FILE NUlolllER
SOCIAL SECURITY NUMBER
3. 182 22
DATE OF DEATH ,Monlll Da.. _I
4. July 21, 2001
NAME Of DECEDENT (f,... MKl<lIe. Lasa)
1.
BIRTHPlACE (Coly ana PlACE Of DEATH (CI1ec~ only one - _ "''''uel''''''' on _ _
Sial. 01 fOl""Jf' COVlIUY) HOSI'ITAl.:
InpalleRl 0
..
. gMt srreet and numtlef,
~=dy) 0
Cumberland
RACE . A_I_.lllec~. WlIit.. eIC
(Sptlcdy)
lb.
White
....
10.
DECEDENT'S USUAL 0CCtJAIU'1OH
(Gove Iund oI....k <lOne dut"'ll'-
. oI~~;ntarv ""'feather
".. 1110.
DECEDENT'S MAIlING ADDRESS (511..... CotylTown. SlaI8. rop COde)
325 Wesley Drive
Mechanicsburg, Pennsylvania 1705
II.
FATHER'S NAME (F;,... ModdIe. LaSl)
17b.C",-,
Did
dec_
I....in.
Cumberland _noh'll? 17d.0 :n..~=ol
MOTHER'S NAME IF.... _. Malden Su<name)
,.. Grace Duffield
_ORMANT'S MAIlIHG ADDRESS (SIr.... CotyflOwn, _. rip Codel
309 East Coover Street Mechanicsburg, Pa. 17055
PlACE Of DISPOSITION - Name 01 Cemel8t't. C'."""llfY lOCATlOH - Cityno-. St~,.. Zip Co4e
or Olhet Pt..,.
MARITAL STATUS - "","led
Ne_MMrIecl. w-.a.
llWwced lSpecoty)
Widowed I'.
Lower Allen
SlJAVIVIHG SPOUSE
ilt WIle. QI'" tnaIC:Mn name~
-
c..,-..
11.
INFORMANT'S NAME (Typerf'finll
H. Wallace Craig
Susan Bottini
....
z
UJ
53
::d
o
~
~
..
z
ZI..
51. John's Cemetery
21d.
Camp Hill, Pennsylvania 17011
LICENSE NUMBER
FD-012662-L
NAME AND AOORESS Of ~ILlTY
22c. Myers Funeral Home, Inc. 37 East Main Street Mechanicsburg, Pa 17055
LICENSE NUMBER ORE SIGNED
(MonII\. Day. _.
23l1. Z3c.
vw.s CASE REFERRED 10 MEDICAL EXAl.lINERICORONER1
_0
2311.
TIME OF DEATH
9:24 P.M.
DATE PRONOUNCED DEAD (Moo"'. Day, Year)
July 21, 2001
2t.
I Appto.im....
'inI__
:aneelanddMlh
t
I
No~
24. M 21
27. PoUlT I: Enter 1M di_. injUf'" or complICatIOn, wlllcllceUHdlhe ""a'h 00 not entOflhe mode 0' dytng. sucn.. catdiac 01 '._Mary ~,_: _ or he." laiIur.
list only one c:auae on each ~ne -.
PART II: Olhef,iQtliIIc;ent_CClIlI.-.gIO_.bul
no<'nuIIing in 1M ~ _ gMn inPNfT I
I :
~
o
o
DATE OF INJURY
(Moo"'. Day, Year)
DESCRIBE HOW INJURY OCCURRED.
WERE AUlOPSY FINDINGS
AWUIJl.8t.E PAlOR 10
COUPLETlOH Of CAUSE
Of DEATH? Nalo"..
""_
No 5<r' _ 0 No 0 Swclde
Homicide 0
Pending InvesttgallOn 0
CoutO no< be d,"..nn",ttd 0
2... 2.... 29.
CERTll'lER (CI1ec" only <>net
-CERTIFYING PHYSM;IAN (Ph)'SlClao eef'dying CCKJM ot death wheo anot.he.- ph.,.StCiClO has p,onounced dedth and CQffipltJted Ilem 231
To'" _ of "" """wlecIge. ....... _..... d""... 11M ........1- ......n.' .. .lat.... . . . . . .
.PfIOHOtINCIHQ ANDCEATJrVING PHYSJCtAN (Ph'Jseaan boItl p:onOU(\CIOg ooath drld cer\JfvlOO to cause of dealt!)
To'" _ of "" k~. ....'" occ..._ at ....1_. del.. _ pi.... .nd due to lho ......(.1- "'.nne....'.I.d.. . . . . . . . . . . . . . . . . . . . . . . . .
'MEDlCAL EXAMINER/CORONER
On.,.. beai. of .._In.llon .ndIorlnv"IIg.llon.1n my opinion, dUlh occurr.d.I Ih.lIm.. dal., and pia... and du.lo Ihe ..u..(.) and
"'_nrwr.. at..ed.. .. . ... . . . .. " .. . . . . .. . . . . ... . ... .. . '" . . . . . . . . . '" .. .,. . . . . . . . . " . . . . . ., , . . .. . . . " . . . . . . . . . .... .
31..
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'1
LAW OFFICES
LANDIS AND McINTOSH
CARLISLE, PENNSYLVANIA
j'
'. .
. ,
....
21-01-717
WILL
I, ELIZABETH C. BITNER, of Shiremanstown, Pennsylvania, do
hereby make, publish and declare the following as and for my Last Will and
Te stament.
1.
In the event that my husband, William E. Bitner, Jr., shall have
survived me, then I give, devise and bequeath my entire estate to him and
appoint him as Executor of this will.
II.
In the event that my husband, William E. Bitner, Jr., shall have
predeceased me, then the following shall be my Last Will and Testament.
1. I bequeath to my son, William E. Bitner Ill, all tangible
personal property which I own at the time of my death including all household
goods, personal effects and automobile or automobiles.
2. I give, devise and bequeath all of the rest, residue and remain-
der of my estate, share and share alike, to and among my three children,
William E. Bitner III, W. Craig Bitner and Susan D. Bitner.
3. I hereby name, constitute and appoint my son, William E.
Bitner III, as Executor of this will.
#I. IN WIT7fl Vf.1JJ', REOF, I have hereunto set my hand and seal
this !J-!:=- day of L,(/}.4{- . 1961.
4:-$~!Bi~~r/3ik~ (SEAL)
We, the undersigned witnesses, in the presence of Elizabeth C. Bitner, did
hear her declare the foregoing to be her Last Will and Testament and did
wi tness the signing thereof by her.
-fu1?6~
~;;~Jl 'g: ~
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Elizabeth C. Bitner, Deceased
Date of Death: July 21, 2001
No. 2001-00717
PA No. 2101-0717
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or
about August 7 2001:
Name
Address
William E. Bitner, III
451 West Granada Avenue
Hershey, PA 17033
W. Craig Bitner
224 North 25th Street,
Camp Hill, PA 17011
Susan D. Bottini
309 East Coover Street
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: August 7,2001
chard C. Snelbaker, Esquire
44 West Main Street
Mechanicsburg, P A 17055-0318
(717) 697-8528
RECEIPT AND RELEASE
WHEREAS, Elizabeth C. Bitner, late of Lower Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
July 21, 2001 having first made her Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on August 3, 2001, and Letters Testamentary were issued on
the same date to William E. Bitner, III, the Executor named in
the Last Will and Testament of said Decedent;
and
WHEREAS, said Executor has entered upon and completed his
administration of said Decedent's Estate as set forth in his
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
persons named in the Statement of Proposed Distribution also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW KNOW ALL MEN BY THESE PRESENTS, that we, William E.
Bitner, III, W. Craig Bitner and Susan B. Bottini, being the
principal legatees and distributees named in the Will of said
Decedent and the persons entitled to share in the residuary
distribution of the Estate of said Decedent, do hereby declare
and say that we, and each of us, have examined the attached
Account and Statement of Proposed Distribution, and find the same
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
to be true and correct, and in strict accordance with the terms
and provisions of sald Will, and we do hereby acknowledge
1
that we, and each of us, this day have, had and received of and
from William E. Bitner, III, Executor of the Estate of Elizabeth
C. Bitner, the cash, personalty and/or real estate set opposite
our names in the above Statement of Proposed Distribution, in
full satisfaction, payment and discharge of all such sum or sums
of money, legacies and bequests, share or shares, purports and
dividends which were due, owing and payable and belonging to us,
and each of us, by any means whatsoever, for or on account of our
full share, part or dividend of the Estate of Elizabeth C.
Bitner, Deceased.
NOW, THEREFORE, we, and each of us, the said William E.
Bitner, III, W. Craig Bitner and Susan B. Bottini, do by these
presents, remise, release, quit-claim and forever discharge the
said William E. Bitner, III, his heirs, executors and
administrators, of and from our said shares or dividends of the
Estate aforesaid, and of and from all actions, suits, payments,
accounts, reckonings, claims and demands whatsoever, for or by
reason thereof, or of any act, matter, cause or thing whatsoever,
from the beginning of the world to the day and date of these
presents.
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executor as shown by said Account, distributed by the Court of
LAW OFFICES
SNELBAKER.
BRENNEMAN
8c: SPARE
Common Pleas of Cumberland County - Orphans' Court Division, we,
and each of us, do hereby agree that the foregoing Account and
2
Statement concerning the matter of settlement may be recorded
with the same effect upon us, and each of us, as if the same had
been reported upon by said Court, in a decree of distribution
made on such proposed Statement of Distribution by the said Court
of Common Pleas - Orphans' Court Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that we, and each of us, the said William E. Bitner,
III, W. Craig Bitner and Susan B. Bottini, do hereby agree that
if any debts or demands other than those included in the above
referenced First and Final Account, as hereinbefore set forth,
shall be hereafter recovered against the Estate of said Decedent
and be legally payable out of the same, that we, and each of us,
will return to the said Executor such amounts thereof as may be
necessary to pay such debts or demands.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
this qtk day of O-pr",9 2002.
WITNESSED BY:
~S- ~~~ -.(SEAL)
William E.Bitner, III
d/J~
W. Cralg Bitner
( SEAL)
~- Vl. Y34t;,~
Susan B. Bottini
( SEAL)
LAW OFFICES
SNEL8AKER.
BRENNEMAN
Be SPARE
3
LAW OFFICES
SNELBAKER.
BRENNEMAN
8c SPARE
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
OF
CUMBERLAND)
On this the 9th day of April 2002, before me, a Notary
Public in and for said State and County, the undersigned officer,
personally appeared William E. Bitner, III, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
J:cw~r~
Notary Public
r-
Notarial Seal
Sandre K. Showers, Notary Public
MechaniCSbU~ Boro, l?umberland County
Uu Commission ExpIres Nov. 22.~, 2003
Im,J -
~ P,~I~I""~.',,,'(-:l"', :~ A~cr~."ltlcn of Nctari68
......__. ) . ~ 'I!,'" ~ .. ~ . ,.. .-
4
LAW OFFICES
SNELBAKER.
BRENNEMAN
a SPARE
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the 9th day of Opr~.Q 2002, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared W. Craig Bitner, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that he executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
~CV1ct~~
Notary Public
4
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
COMMONWEALTH OF PENNSYLVANIA)
COUNTY
OF
CUMBERLAND)
Cl+h day of Oyr: S)
On this the
SS.
2002, before me, a
Notary Public in and for said State and County, the' undersigned
officer, personally appeared Susan B. Bottini, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
NaI8It8t Sell
s.da K. ShaMH8. NoI8JY Ntc
~ BolO. Q.....1d Oounty
My CornrniSStOO Exptre8 Nov. 22. 2003
Memf)er, ~ A...~of~
4
s:~~
Notary Public
ESTATE NO. 21-01-0717
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY WILLIAM E. BITNER, III, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF ELIZABETH C. BITNER, DECEASED, LATE OF LOWER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
William E. Bitner, III, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
July 21,2001
August 3, 2001
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal
Patriot. News
August 17, 24, 31, 2001
August 14, 21, 28, 2001
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. CSX Corporation, 12 shares of common stock valued at $37.81 per share
2. PNC Financial Corp., 456 shares of common stock valued at $62.75 per share
3. PNC Bank, N.A., Certificate of Deposit # 21001015520
4. PNC Bank, N.A., Certificate of Deposit # 31300026251
5. PNC Bank, N.A., Certificate of Deposit # 31600026272
6. PNC Bank, N.A., Certificate of Deposit # 31100026606
7. PNC Bank, N.A., Certificate of Deposit # 31100075568
8. PNC Bank, N.A., Certificate of Deposit # 31900097361
9. PNC Bank, N.A., Savings account # 5030018538
10. Household goods, retained by family
11. Household goods, sold at public auction
12. Ladies 14K yellow gold diamond engagement ring, appraised value
13. Ladies 14K yellow gold link charm bracelet, appraised value
14. Ladies 14K yellow and white gold diamond fashion ring, appraised value
15. Ladies 14K yellow gold diamond band, appraised value
16. Final residuary payment from the Estate of Virginia C. Murray
17. Merck.Medco Rx Services, refund of unused Rx account
18. Verizon, refund on phone service
19. Bethany Village, refund on resident care
20. Susan Bottini, funds from joint checking account
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:.
1. Register of Wills, filing fee for Inheritance Tax Return
Page 1
$ 453.72
28,616.28
1,106.43
5,007.62
5,012.14
5,018.18
2,532.80
1,775.93
1,124.78
3,957.00
393.75
425.00
850.00
340.00
170.00
823.51
24.56
6.72
306.67
600.52
$ 58,545.61
$
15.00
2. Register of Wills, Agent, Inheritance tax
3. Register of Wills, additional probate fee
4. Auctioneer commission paid on sale of household goods
5. Snelbaker, Brenneman & Spare, P.C., attorney services
6. Snelbaker, Brenneman & Spare, P.C., costs advanced:
a. Cumberland Law Journal, advertising Executor's notice
b. Patriot-News, advertising Executor's notice
c. Register of Wills, probate fee
d. Register of Wills, short certificates
7. Reserve for filing fees, accounting fees and other costs
associated with the administration of Decedent's Estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
75.00
113.10
74.00
6.00
PERSONALTY . INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1. PNC Bank, estate account # 5003120019
2. PNC Bank, savings account # 5030018538, interest
3. PNC Bank, certificate of deposit, interest
4. CSX Corporation, dividends
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY. INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE. PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE. PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE -INCOME ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER.
BRENNEMAN
8c SPARE
The Accountant charges himself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
Page 2
3,059.29
55.00
131.75
1,500.00
268.10
1,000.00
$ 6,029.14
$
0.49
1.09
321.10
2.40
325.08
$
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Real Estate I ncome Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ NONE
$ NONE
Page 3
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
PERSONAL TV:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Cred its
Balance
INCOME ACCOUNT:
Debits
Cred its
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
RECAPITULATION
Page 4
58,545.61
6,029.14
325.08
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
52,516.47
325.08
$ NONE
$ NONE
52,841.55
$ NONE
52,841.55
STATEMENT OF PROPOSED DISTRIBUTION
William E. Bitner, III, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Elizabeth C. Bitner, Deceased, to wit:
$ 52,841.55 in accordance with the Last Will and Testament of said Decedent
as follows:
1. William E. Bitner, III
a. Household goods, retained in kind $ 880.00
b. CSX Corporation, 4 shares of common stock, in kind 151.24
c. PNC Financial Corp., 152 shares of common stock, in kind 9,538.76
d. Ladies 14K yellow and white gold diamond fashion ring, in kind 340.00
e. Ladies 14K yellow gold link charm bracelet, in kind 283.00
f. Cash 6,420.85
2. W. Craig Bitner
a. Household goods, retained in kind 577.00
b. CSX Corporation, 4 shares of common stock, in kind 151.24
c. PNC Financial Corp., 152 shares of common stock, in kind 9,538.76
d. Ladies 14K yellow gold diamond band, in kind 170.00
e. Ladies 14K yellow gold link charm bracelet, in kind 284.00
f. Cash 6,892.85
3. Susan B. Bottini
a. Household goods, retained in kind 2,500.00
b. CSX Corporation, 4 shares of common stock, in kind 151.24
c. PNC Financial Corp., 152 shares of common stock, in kind 9,538.76
d. Ladies 14K yellow gold diamond engagement ring, in kind 425.00
e. Ladies 14K yellow gold link charm bracelet, in kind 283.00
f. Cash 4,715.85
TOTAL FOR DISTRIBUTION: $ 52,841.55
LAW OFFICES
SNEL8AKER.
BRENNEMAN
8: SPARE
Page 5
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNTY
OF CUMBERLAND
William E. Bitner, III, being duly sworn according to law deposes and says:
that he is the Executor of the Estate and under the Last Will and Testament of
Elizabeth C. Bitner, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of his knowledge, information and~ r ~ ..
William E. Bitner, III
Executor and Accountant
Sworn to and subscribed before me
this qJ.h day of C\p1~,Q ~. 2002
cl CAfJJxr ;(
Y Notary Public
Notarial Seal ;
SendI8 K. Showers, Notary Pubtlc ;
~ Boro, CumberIaIId Cotl1ty ~
My n EXpires Nov. 22, 2003 ~
Member, ~ AssoctatJoo of Notf.:I''k1'' 'J
LAW OFFICES
SNEL8AKER.
BRENNEMAN
8: SPARE
Page 6
:OMMONWEALTH OF PENNSYLVANIA
:OUNTY OF CUMBERLAND
l
J
55:
William E. Bitner. III
being duly
swo rn
according to law, deposes and says that he
of the Estate of El izabeth c. Bi tner
late of ~ow~~ Alle_~ TO~~~_~~J?____, , Cumberland County, Pa., deceased and that the
within is an inventory made by William E. Bi tner. III "' the said Executor
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
t9X 2002
Notarial Seal
Sandra K. Showers, Notary Public
Mec:hanIcsburg 80m, Cumberland County ,
My Commission Expires Nov. 22, 2003
Member, Penn~/"'ml"l!:l A.c;<>/)",!P:tioo of Notaries
Date of Death
21st
Day
is the Executor
~ ~--f~~
Executor . Administrator
William E. Bitner. III
451 West Granada Avenue
Hershey. PA 17033
Address
July
Month
2001
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV. Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
ELIZABETH C. BITNER, Deceased
PERSONALTY:
1. CSX Corporation, 12 shares of common stock valued at $37.81 per share
2. PNC Financial Corp., 456 shares of common stock valued at $62.75 per share
3. PNC Bank, N.A., Certificate of Deposit # 21001015520
4. PNC Bank, N.A., Certificate of Deposit # 31300026251
5. PNC Bank, N.A., Certificate of Deposit # 31600026272
6. PNC Bank, N.A., Certificate of Deposit # 31100026606
7. PNC Bank, N.A., Certificate of Deposit # 31100075568
8. PNC Bank, N.A., Certificate of Deposit # 31900097361
9. PNC Bank, N.A., Savings account # 5030018538
10. Household goods, retained by family
11. Household goods, sold at public auction
12. Ladies 14K yellow gold diamond engagement ring, appraised value
13. Ladies 14K yellow gold link charm bracelet, appraised value
14. Ladies 14K yellow and white gold diamond fashion ring, appraised value
15. Ladies 14K yellow gold diamond band, appraised value
16. Final residuary payment from the Estate of Virginia C. Murray
17. Merck-Medea Rx Services, refund of unused Rx account
18. Verizon, refund on phone service
TOTAL PERSONALTY:
REAL ESTATE:
The Decedent owned no Real Estate at the time of her death
TOTAL PERSONALTY AND REAL ESTATE:
;':]Ulll~)
;T~)
l f: 8 \! 0 l ~ldV ZOo
Page 1
$ 453.72
28,616.28
1,106.43
5,007.62
5,012.14
5,018.18
2,532.80
1,775.93
1,124.78
3,957.00
393.75
425.00
850.00
340.00
1 70.00
823.51
24.56
6.72
$ 57,638.42
$ 0.00
$
57,638.42
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SNELBAKER RICHARD C
44 W MAIN STREET
MECHANICSBURG, PA 17055
___u___ fold
ESTATE INFORMATION: SSN: 182-22-5952
FILE NUMBER: 21-2001- 0717
DECEDENT NAME: BITN ER ELIZABETH C
DATE OF PAYMENT: 12/07/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 07/21/2001
NO. CD 000614
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,059.29
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3,059.29
REMARKS: WILLIAM E BITNER III
C/O RICHARD C SNELBAKER ESQ
CHECK#102
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG1 PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1607 EX AFP (Dl-05)
MURREL R WALTERS III ESQ
54 E MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-29-2003
EPPLEY
08-02-2002
21 02-0717
CUMBERLAND
101
MARTHA
C
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
HE-V =i6o-j-ix--AFP-(cff:031-------...--fNHERli'-ANci:--fAx--STA-fEMiftif-cfF'-AC-COUN-f--.-..--------------- - -- - --
ESTATE OF EPPLEY MARTHA C FILE NO. 21 02-0717 ACN 101 DATE 12-29-2003
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE~ APPLICATION OF ALL PAY"ENTS~ THE CURRENT BALANCE~ AND~ IF APPLICABLE~
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-07-2003
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
40~830.55
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-03-2003 CD002763 .00 40~830.55
10-30-2003 CD003181 346.81- 352.50
12-15-2003 REFUND .00 5.69-
TOTAL TAX CREDIT 40~830.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $l~
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
~/ b-- ~.t./? - //
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ReeD;:,,"
Refi,'..:lc
~TE
;d:J,STATE OF
DATE OF DEATH
FILE NUMBER
P 1 Q'~TY
ACN
RICHARD C SNELBAKER
SNELBAKER E1AL
44 W MAIN S1
MECHANICSBURG
-02
FES -1
01-29-2002
BITNER
07-21-2001
21 01-0717
CUMBERLAND
101
Amount Remitted
*'
REY-1547 EX iFP 02-0n
ELIZABETH C
Clerk
PA 17055 Gurnbc,;::.
PA
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 ~
R'Ev=is47-EX-iFP--ri'2:ooi--NO;--icE--OF-YNHEififANCi-;-AX-APPRA-isiHEN:r,--iLi-oWANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BITNER ELIZABETH C FILE NO. 21 01-0717 ACN 101 DATE 01-29-2002
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)
~. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
29.070.00
.00
.00
28.568.42
18.002.84
578.04
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
l~. Net Value of Estate Subject to Tax
(9)
nO)
5,370.92
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line l~ at Spousal rate (15)
16. Amount of Line l~ taxable at Lineal/Class A rate (16)
17. A~unt of Line 14 at Sibling rate (17)
18. A~unt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
2.864.06
(11)
(12)
(13)
(14)
.00 X 00 =
67 ,984.32 X 045 =
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYln8nt.
76,219.30
8.'34 98
67,984.32
.00
67,984.32
(19)=
.00
3,059.29
.00
.00
3,059.29
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
12-07-2001 CDOO0614 .00 3,059.29
TOTAL TAX CREDIT 3,059.29
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
(';/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Elizabeth C. Bi tner
Date of Death: July 21, 2001
Will No.
21-01-0717
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court O~phans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X 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, ~tate the following:
a. Did the personal representative file a final
account with the Court? Yes No X
--......
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? Yes _X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may b at ch this report.
...-
~'I
/
Date:
4/10/02
eel
Richard C. Snelbaker
Name (Please type or print)
44 West Main Street
Mechanicsburg, FA 17055
Address
CI
0:::::
2:
~
-",j
" ):::
.L~ S
,....,...
- "-"
(717) 697-8528
Tel. No.
Capacity:
Personal Representative
XXCounsel for personal
representative
(MAH:rmf/AM3)
REV-1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
1. Real Estate (Schedule A) (1) None
2. Stocks and Bonds (Schedule B) (2) 29,070.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NO~
4. Mortgages & Notes Receivable (Schedule D) . (4) No c; d
'"
:::l.?f ~
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 28,568.i '0 r:::J
6. Jointly Owned Property (Schedule F) ';1';' C"?
o Separate Billing Requested (6) 18,002.fi4 I
-.J
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous c' ;p
TION 578.~~, 00
Non-Probate Property (Schedule G or L) (7)
J:>o
DECE -
DENT
CHECK
APPRO-
PRIATE
BLOCKS
COR-
RE-
SPON
DENT
TAX
COMPU-
TATION
o PA15001
e....
OFFICIAL USE ONLY
REV-1500
/6-02~7- 1/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 2001
0717
COUNTY CODE
YEAR
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
Bitner, Elizabeth C.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
07/21/01 07/18/1909
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
182-22-5952
THIS RETURN MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return
4. Limited Estate
6. Decedent Died Testate
(AttachcopyofWillj
9. Litigation Proceeds Received
3. Remainder Return
(date of death prior to 12-13-82)
5. Federal Estate Tax Return Required
Total Number of Safe Deposit Boxes
Election totaxunderSec. 9113(A)
(Attach Sch 0)
~ 2. Supplemental Return
4a. Future Interest Compromise
(date of death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach acopyofTrust)
10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
B
1 8.
011
jjjl$,$~QijMQ$tiji$9QMl'>@lu#i;1\44CQijijij$jjQ~~~QQiI!'!iti!;!.jfIMfA)!INi19!!MATI~$IlQlI@li'lll,Qj!!~PTQ;
NAME COMPLETE MAILING ADDRESS
Richard C. Snelbaker 44 West Main Street
FIRM NAME (If Applicable) Mechanicsburg, PA 17055
Snelbaker, Brenneman & , P. C.
TELEPHONE NUMBER
717-697-8528
OFFICIAL USE ONLY
~~
((':!, 0
,(if q~
~!;~ .~.~~
..~.,
1,""'1
,.
'Y"
o
-
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)(9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value 01 Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax
has not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Line 13)
76,219.30
(8)
5,370.92
2,864.06
(11)
(12)
(13)
8,234.98
67,984.32
None
(14)
67,984.32
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amountof Line 14taxableatthespousaltax
rate, or transfers under Sec. 9116(a)(1,2} X .0 (15)
16. Amountof line 14 taxable at lineal rate 67 f 984.32 x.o 45 (16)
17. Amountof line 14taxableatsibling rate 0.00 X .12 (17)
18. Amount of Line 14 taxable atcollateral rate 0.00 x .15 (18)
19. Tax Due (19)
20. IXI IQij~K.jji$j;ji$.W!YQjj.@i!i$iji$QQi$stif@!i.ij'*llNP..Qf.!iN)Ql&j;jl'>AYMi$@..1
3,059.29
0.00
0.00
3,059.29
NTF 29755
Copyright 2000 Greatland/Nelco lP- Forms Software Only
PA REV-1500 EX (6-00)
Decedent's Com lete Address:
STREET ADDRESS
325 Wesle Drive
Page 2
I.Dwer Allen Townshi , Cumberland Ct
CITY
Mechanics
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17055
(1)
3,059.29
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
(3) 0.00
(4)
(5) 3,059.29
(SA) 0.00
(56) 3,059.29
1. Did decedent make a transfer and:
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?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
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.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowle ge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which re arer has an knowled e.
S U F PERSON RESP I FOR FlUNG RETURN OAT I
~ ~O
3.
4.
Yes No
~ I
8 ~
IBl
D
ADDRESS
See S
SIGN
attached
ARER OTHER THAN REPRESENTATIVE
on spouse
[72 P,S. 8 9116(a)(1.1)(i)].
For dates of death on or after January 1,1995, the tax rate is imposed on the net value of transfers to or forthe use of the surviving spouse is 0% [72 P,S. 8 9116 (a){l.l)(ii)].
The statute dnp.!i nnt "x",mpta trallsfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fihnga tax returll arestillapplicable even If
the surviving spouse is the only beneficiary.
For dates of death on orafterJuly 1, 2000:
The tax rate imposed onthe net value of transfers from a deceased child twenty-one years of age or younger at death to orforthe use of a natural parellt, an adoptive parent,
orastepparentofthechild is 0% [72 P.S.s9116(a)(1.2)].
The tax rate imposed 011 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. S 9116(1.2) [72 P.S.s9116(a)(1)J
The tax rate imposed on the net value of transfers to or far the use of the decedent's siblings is 12% [72 P.S. 89116(a)(1.3)J. Asibling is defined, under Section 9102, as an IIldividual
who has at least one parent in common with the decedent, whether by blood oradoptioll.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Elizabeth c. Bitner
21-2001-0717
The following person(s) are signing the return as representative(s) of the estate:
William E.Bitner, III
451 West Granada Avenue
Hershey, PA 17033
RE\H503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth C. Bitner
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-0717
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 CSX ecrporation, 12 shares of corrrron stock valued at $37.81 per
share
453.72
2 PNC Financial Corp., 456 shares of cormon stock valued at $62.75
per share
28,616.28
TOTAL (Also enter on line 2, Recapitulation) $
<If more space is needed, insert additional sheets of the same size)
29,070.00
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth C. Bitner
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-2001-0717
Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with rlaht 01 survlvorshh: must be disclosed on Sch. F.
ITEM
NO.
DESCRIPTION
VALUE AT
DATE OF DEATH
1 PNC Bank, N.A., Certificate of Deposit #21001015520
2 PNC Bank, N.A., Certificate of Deposit #31300026251
3 PNC Bank, N.A., Certificate of Deposit #31600026272
4 PNC Bank, N.A., Certificate of Deposit #31100026606
5 PNC Bank, N.A., Certificate of Deposit #31100075568
6 PNC Bank, N.A., Certificate of Deposit #31900097361
7 PNC Bank, N.A., Savings account #5030018538
8 Household Goods, retained by family
9 Household Goods sold at public auction
10 ladies 14K yellow gold diarrond engagement ring (appraisal
attached)
1,106.43
5,007.62
5,012.14
5,018.18
2,532.80
1,775.93
1,124.78
3,957.00
393.75
425.00
11 ladies 14K yellow gold link charm bracelet (appraisal attached)
850.00
12 ladies 14K yellow and white gold diarrond fashion ring (appraisal
attached)
340.00
13 ladies 14K yellow gold diarrond band (appraisal attached)
170.00
14 Final residuary payment fran the Estate of Virginia C. Murray.
Decedent was entitled to 1/3 of Virginia C. Murray Estate.
823.51
15 Merck-Medco Rx Services, refund of unused Rx account
24.56
16 Verizon, refund on phone service
6.72
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
28,568.42
~~"
~~
JOSEpli JAMES JEWELERS
TO WHOM IT MAY CONCERN;
This is 10 certify that we are engaged in the jewelry business. appraising diamonds. watches. jewelry and precious stones of all descriptions We herewith certify that we lIave this day
carefully
el{amin~d lhe following listed and described articles, the propeny of:
NAME;
ADDRESS;
The Estate of Elizabeth Bitner
c/o Susan Bottini 309 East Coover Street Mechanicsburg,PA 17055
We estimate lhe value as listed for insurance or ottler purposes at the current retail value, excluding Federal and other taxes In making this Appraisal we DO NOT agree to purchase or
replace
tneanicles
DESCRIPTION
One ladies 14K yellow gold diamond engagement ring. The largest diamond measures approximately
4.3mm in diameter. This weighs approximately .28ctw. The clarity is II. The color is H. This is framed with two
2.4mm round brilliant cut diamonds. These weigh approximately .08ctw, with matching color and clarity. Each
diamond is secured within four prongs. The finger size is 7.5.
Value: $425.00
One ladies 14K yellow gold curb link charm bracelet. This bracelet contains one 14K San Fransisco cable
car with a Stanhope lense, one 16mm l4K yellow disc with diamond 1934-1964, one gold filled Emily disc, one 3-D
school house, a triple donut shaped jade dangle, one custom carve bloodstone with cross and foreign language for
personal stamping, one soriority pin on disc, one 14K baby shoe with Susan 4-8-47 engraved, one canor charm, one
amethyst/seed pearl tie pin, one ice cream cone, one Bill 11-3-37, one baby shoe Craig 5-1-40, one pansie on disc,
one ruby with a Bermuda charm, one gold nugget, one 8K beer stein, one Jason disc with 4-29-87, one Jennifer disc
with 2-25-85, one aged diamond band within a gold-filled heart locket, one 28mm 14K yellow ship, and one Jill
charm 10-17-60.
Value: $850.00
<-
JA~ DAVISt:::~.
--..
August 10.200 I
The foregoing Appraisal is made with the undeotanding that the Appraiser assumes no liability with respeClto any action that may be taken on the basis of this Appraisal
301 East Main Street. Mechanicsburg, PA 17055 . (717) 795-9224
~/<'adfa/ '
~~
JOSEpli JAMES JEWELERS
TO WHOM IT MAY CONCERN:
This is 10 certify thllt we are engaged in the jewelry bWliness, appraising diamonds, watches, jewelry and precious stones of all descriptions We herewith certify that we have this day
carefully
examined the following listed and described anicles, thepmpertyof
NAME:
ADDRESS:
The Estate of Elizabeth Bitner c/oSusan Bottini
309 East Coover St. Mechanicsburg,PA 17055
We estimate the value as listed fOf insurance or other purposes at the current retail value, eJlcluding Federal and other taxes In making this Appraisal we DO NOT agree to purchase or
replace
the articles
DESCRIPTION
One ladies 14K yellow and white gold diamond fashion ring. The central round brilliant cut diamond
measures approximately 3.4mm in diameter. This diamond weighs approximately .18cl. The clarity is VS. The
color is H-1. This is framed with eight round brilliant cut diamonds. Each is bead set within a 14k white gold plate.
This plate is marquise shaped with six rectangular plates stemming from the sides. These measure approximately
1.8-2.4mm in diameter. These weigh approximately .20ctw. The clarity is SI. The color is H-1. The shank
measures 14mm tapering to 1.8mm. The finger size is 7. This is a two piece casting.
Value: $340.00
One ladies 14K yellow gold diamond band. Each of the fourteen single cut diamonds measures
approximately 1.5mm in diameter. These weigh approximately .24ctw. Each is bead/pave' set within a curved
rectangular plate. The 14K yellow double wire shank measures approximately 4.lmm tapering. The finger size is
7.
Value: $170.00
~ r-~
JAMES D. DAVIS P.G.
August 9,2001
The foregoing Appraisal is made with the undenllUlding thai the Appraiser assumes no liability with respecl to any action thaI may be laken on the basis of this Appraisal
301 East Main Street. Mechanicsburg. PA 17055 . (717) 795-9224
REV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth C. Bitner
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-2001-0717
If an asset was made Joint within one year 01 the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A Susan B. Bottini
ADDRESS
309 East Cbover Street
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Daughter
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY "10 OF DATE OF DEATH
Include name of financial institution and bank
ITEM FOR MADE account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF
JOINT
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 08/13/96 PNC Bank, N.A., Certificate of 20,031.18 50%- 10,015.59
Deposit #31100193732.
2 A 7/28/92 PNC Bank, N.A., Checking 15,974.50 50% 7,987.25
account #5070072846
TOTAL (Also enter on line 6, Recapitulation) $ 18,002.84
7 CPA91 NTF 10908
(If more space IS needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelca, Inc.
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth C. Bitner
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-2001-0717
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST APPLICABLE)
1 Public Sch=l Employees Retirement 578.04 100% 0.00 578.04
System, prcrated payment of pension
plan, paid directly to her three
children
TOTAL (Also enter on line 7, Recapitulation) $ 578.04
7 CPA01
NTF 10910
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth C. Bitner
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FilE NUMBER
21-2001-0717
Debts 01 decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
AMOUNT
1 Catalino's, funeral luncheon
1,870.34
2 Stephenson's Flowers, flowers for casket and alter
273.48
3 Gingrich Memorials, inscription on marker
75.00
B. ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address
City State
0.00
Zip
Year(s) Commission Paid:
2.
3.
Attorney Fees Name : Snelbaker, Brenneman & Spare
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
1,500.00
0.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
74.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total from continuation page(s)
1,578.10
7 CPA11 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,370.92
Estate of: Elizabeth C. Bitner
Item
No.
SCHEDULE H, PART B -- Administrative Costs
Description
7
Bricker's Auction, commission on sale of household goods
8
Patriot-News, advertising Executor's notice
9
Cumberland raw Journal, advertising Executor's notice
10
Register of Wills, filing fee for Inheritance Tax Return
11
Paul Bahn, removal of household goods from Bethany Village
12
Joseph James Jewelers, appraisal fee
13
George's Cleaners, dry cleaning services
14
Reserve for filing fees, accounting fees and other costs
associated with the administration of Decedent's Estate
TOTAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-0717
Arrount
131.75
113.10
75.00
15.00
525.00
148.40
69.85
500.00
1,578.10
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth C. Bitner
Include unrelmbursed medical expenses
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-0717
DESCRIPTION
AMOUNT
1 Verizon, phone service, account payable
24.44
2 Texaco, balance of credit card, account payable
16.01
3 Bethany Village, skilled nursing care
2,721.60
4 Alert Pharmacy, perscriptions, account payable
102.01
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(11 more space is needed, insert additional sheets of the same size)
2,864.06
Copyright Forms Software Only, 1997 Nelco, Inc_
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Elizabeth C. Bitner
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 William E.Bitner, III
451 West Granada Avenue
Hershey, PA 17033
2 W. Craig Bitner
224 North 25th Street
Camp Hill, PA 17011
3 Susan B. Bottini
309 East Coover Street
Mechanicsburg, PA 17055
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not LIst Trustee(s)
Son
Son
Daughter
21-2001-0717
AMOUNT OR
SHARE OF ESTATE
22,661.44
22,661. 44
22,661. 44
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
COPYright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
0.00
WILL
I, ELIZABETH C. BITNER, of Shiremanstown, Pennsylvania, do
hereby make, publish and declare the following as and for my Last W,ll and
Testament.
1.
In the event that my husband, William E. Bitner, Jr., shall have
. d e then I give devise and bequeath my entire estate to ~l1m and
surVIve m I ,
appoint him as Executor of this will.
II.
In the event that my husband, William E. Bitner, Jr., shall have
predeceased me, then the following shall be my Last Will and Testament.
1. I bequeath to my son, William E. Bitner III, all tangible
personal property which I own at the time of my death including all household
goods, personal effects and automobile or automobiles.
2. I give, devise and bequeath all of the rest, residue and remain-
der of my estate, share and share alike, to and among my three children,
William E. Bitner III, W. Craig Bitner and Susan D. Bitner.
3. I hereby name, constitute and appoint my son, William E.
Bitner III, as Executor of this will.
. Pi IN WITNCfJ. w:.1REOF,
th,s ~ day of /)"
I have hereunto set my hand and seal
, 1961.
t"4 /t~ffj c, '$ ~kt~/j (SEAL)
Eli bet C. Bitner
We, the undersigned witnesses, in the presence of Elizabeth C. Bitner, did
hear her declare the foregoing to be her Last Will and Testament and did
wi tnes s the signing ther eof by her.
_~J~
. ( /-/
~1:(t/i./aol AI. g.'t-
LAW OFFICES
S AND McINTOSH
.LE. PENNSYLVANIA
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