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Home My WebLink About01-0824 Estate of VI VOl c:.e.."'tt also known as PETITION FOR PROBATE and GRANT OF LETTERS B I3tSfi( vt€ No. To: 21-01-824 Register of Wills for the '... Deceased. County of (l)1.A-1./'1< dq...,c:!. in the Social Security No. (&:.7- ~~ -!Z!.073 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age oJ older aJl the execut(,>' in the last will of the above qecedent, dated 1:1.91 v5~ ~~ ( and codicil(s) dated NIA FIOre-vtee 13ls+I\~e.. d;ed.. Mare~ IF I r91 ( named ,19~_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in c: U 1M b Co."..! G -t d... j... Ii County, Pennsylvania, with h (~ . last family or Jl{incipal residence at .2 W. Pe"" I'( oS . rrpf ZIt!) ea....k,le. , ~ /70/3 ' _ (list street, number and muncipality) Au? vs+ ..3; Decendent, then ~S- at 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: years of age, died ;;2..oc> ( ,~ ., 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: $ $ $ $ /.600 ( WHEREFORE, petitioner(s) respectfully reque,st(s) the probate of the last will and codicil(s) presented herewith and the grant of letters -fds't-~wfe...('i-t'1 (testamentary; administration c.t.a.; administration d.b.n.c.t.a..) C f7 b0;' OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA I ss COUNTY OF CIJoM ber-fa. vrc:L J The petitioner(s) aboye-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. ~ ~J.'YVh ~'-0 C 17 bu.. J2V1t11\ F. r Ccrb. "" Sworn to or affirmed and subscribed before me this 5th day of { SEPTEMBER ~2001 ~i~"'''~VJuo.----:::;'~/ Reglstey V) aQ' :=! l:l .... l:: ~ ~ /7- 0--6- Estate of No. 21-01-824 V l .... CJ< v1f B B l s -If \ Vl e , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW SEPTEMBER 6 ~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 fhJi JS + 31) I ']9 g described therein be admitted to probate and filed of record as the last will of V V\.<le~f . J:j +/('-'1. and Letters e~ ~ r are hereby granted to ~ ....... ~ ~ Fe ( FEES ( \ . ~ to I ~ .;f.;tJ.r.e..W:5 (>(c '{ ( ATTORNEY (Sup. Ct. I.D. No.) 7 g- t.J. !6oN1&f S+-. d:t{lcs/~1 ~ )")(:13 ADDRESS I Probate, Letters, Etc. ......... Short Certificates( ).......... ~r&~efaflon ................ JCP $ 18.00 $ 15.00 $ 9.00 $ 5.00 TOTAL _ $ 47.00 .... .~~~.~~~.E:~.?... .~99.1.......... Filed 7f7 ;L '-f 3 -C>{ 2- ~ PHONE PLACE IN ATTORNEY FILE HI05.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death dul~ filed. with me as Local Registrar. The original certificate will be. forwarded to the State Vital Records Office for permanent filllig. WARNING: It is illegal to duplicate this copy by photostat or photograph. p 7578538 Li....~. ~~~ Local Registrar Fee for rhis cerrificate, $2.00 No. SEP 4 2001 Date 21-01-824 .\ ..f105.tQA.....2Irl7 ~l . COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH '. SEx !ToVr 'IlE NUMHR SOCIAL SECURITY NUMBER .. 45 .... COUNTY OF DEAl'H 1lATHPl.AC.E (CIv.... Stet. or Fcreogn Cotnrvt t. Male .. 162 - 48 Pl.ACE OF OEATH IC~ onty ~ 'tie "'ItrUCI0Qn8 on Olher .0., HO~ '-60 Cumberland DECEOE 'S UAl. OCCUACrIOH ot':=:~~::~:r ., 111t DECEDENT'S MAIUNO _SS(5l<...~. _Zio~\ 2 West Penn Carlisle, PA 17013 MAAfTAL swus.~ --.- --.." ... Never Married ....0.....__.. White SUfMVtNO SPOuSE II WIle. ;rw.1ftMIIn tWnlM ..... ...... ('nmN:>rl Ann ....Ga ::o.."':':"i::'ol MOTHER'S HAllIE (F... Middte. W-.n &um.n.J . INF -...0 -_",...0 OCArlOH.c;o,ITown. SIot..Zio~ ---In9.._.... ,...,.....dunginlM~ca-.QN'M1n PAATI. { .. .. .. DuE 10 lOA AS' CONSEOUENCE Of), WEAE AlJ10PSY FINDINGS MAHNER OF DEATH DATE OF INJURY -.u.euPl'llOlllO (Mon... Coy. _, COMPI.ETION OF CAUSE IQ- 0 OF DERH? H......' -- -.. 0 "-- 0 Noli?" ....0 NoD ....... 0 Could not be dMennlMd 0 ...EDlCAl ex....,NER/COROHER On the haie 0' ...miNUon .ndJorinv..tlgatlon. in my opinion, dnth OCCU,," It the time, de.e, and plec.. and due to the CIUNC') and manner.Sst.tM............................................... ................................ ...... ................ ".. REGISTRAR'S SIGNATURE "NO o , '101:3 - ... can.IU IChIdl ~ one} -C8ITWYINQ I'tCYSICI."(Ph~c~ c:auMd.,..., ~ ~ phytcoan hasPonounc:.d dNlh ana cOI'nPtettd film 231 To.............yknowtildge. .....OC:C1InWcIdue......C......).M~.....tecI..................................................... .1'ftONOUNCtHG AND CERTlnlHQ lI'HYSlClAN f~ boctl pt'Ol'lClLIl'lCJtlO OeeIh.nacef1lfylng 10 cause at dHttl) To the bMt oIl'fty kno.....,... ..th 0CI:UtNd a..,........ de", .nd ptac.. and due fa ttM CItUM(I'.nd m.nn.,.. ......... . . . .. . . . . . . . . . . . . . . . . . .. k9.J. I ~ \ I()I ~. CIl s:: \. .~ ~] ~.j :> 2J-01-824 LAST WILL AND TEST AMENT OF VINCENT B. BISTLINE I, VINCENT B. BISTLINE, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and all death taxes (Pennsylvania inheritance tax and federal estate tax) occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM II: I give and bequeath all of my books to the Alliance for the Mentally III of Cumberland/Perry Counties, and I request that the books of interest be available for use by staff at The Stevens Center, Carlisle, Pa.. If the Alliance for the Mentally III of Cumberland/Perry Counties shall not be in existence, or if it shall disclaim this gift, I give my books to The Stevens Center, Carlisle, Pa.. If The Stevens Center shall not be in existence, I give my books to the Alliance for the Mentally III of Pa. ~ ,I.J " s:: ~O~ :> 2 ITEM III: I hereby confirm my directions that my brain be donated to the National Institute of Mental Health in Bethesda or its nominee for the purpose of scientific research. Cll s:: OM ....-l ,I.J en OM r:Cl ITEM IV: I bequeath those articles of my personal effects, household goods, r:Cl and other tangible personalty of like nature (not including cash or securities), as set forth in a separate memorandum which I shall place with my Will to the persons therein designated. If I shall leave no separate memorandum, or with regard to my, personal effects, household goods, and other tangible personalty of like nature (not including cash or securities) not referenced by such memorandum, I bequeath such property to my Mother, FLORENCE BISTLINE, if she survives me by thirty (30) days. Should my Mother, FLORENCE BISTLINE, not be living on the thirty-first day after my death, I bequeath such tangible personalty and insurance thereon to my sister, JENNIFER CORBIN. ITEM V: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my Mother, FLORENCE BISTLINE, of Carlisle, Pennsylvania, providing she shall survive me by ninety (90) days. If my Mother shall not survive me by ninety (90) days, I give and bequeath the residue of my estate, of every nature and wherever situate, to my sister, JENNIFER CORBIN, of Atlanta, Georgia. . ' 3 ITEM VI: I appoint my Mother, FLORENCE BISTLINE, Executrix of my Estate. Should my Mother, FLORENCE BISTLINE, fail to qualify or cease to act as Executrix, I appoint my sister, JENNIFER CORBIN, as alternate Executrix of my estate. ITEM VII: I direct that my Executrix and her successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, VINCENT B. BISTLINE, have hereunto set my hand and seal to this my Last Will and Testament, consisting of three(3) typewritten pages, each of which bears my signature, this 3/ day of August, 1998. ;t/~~ ~ (SEAL) VINCENT B. BISTLINE, Testator Signed, sealed, published and declared by the above-named Testator, VINCENT B. BISTLINE, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presenc d in the sight and presence of each other, have hereunto subscribed 0 ame as wi esses. . . COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) ,.., WE, VINCENT B. BISTLINE, TAYLOR P. ANDREWS, and\(Gt\.~-'ot [7JOkNtS'l the Testator and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as and for his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the Testator was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. r~~~ Subscribed, sworn to and acknowledged before me by VINCENT B. BISTLINE, the Tes~~, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS and tint; \0( C::JCh~;), witnesses, this 31st day of August, 1998. ~ C' ~ /j~ (SEAL) Notary~~ ~~.,........,_.M' NOTARIAL SEAL SHEllY D. SEXTON. NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 2.6. 199r Member. Pennsylvanl~ Assoclat~o~_~t~otar tlI - t: -- CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Vincent B. Bistline Date of Death: August 31, 200 I Will No: 21-0'-0824 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 October 4,2001: Jennifer Corbin 4625 Park Brooke Terr Alpharetta, GA 30022 NAMI P A of Cumberland Perry Counties PO Box 527 Carlisle, PA 17013 The Northwestern Human Services The Stevens Center 33 States Avenue Carlisle, PA 17013 NAMI Pennsylvania 2149 North Second Street Harrisburg, PAl 711 0 Notice has now been given to all persons entitled ther Date: October i, 2001 ylor P. ndrews, Esquire 7 West Pomfret Street arlisle, P A 17013 Phone: 717-243-0123 Capacity: Counsel for personal representatives /?-6--6:-' ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX *' 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=is4-j-i3f-AFP--coY:02Y-NoTIci--oF-YNHiifiTAifci-TA)C-A-PPRjrisii'-ENT~--ALi-oWAifci-OR------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BISTLINE VINCENT B FILE NO. 21 01-0824 ACN 101 DATE 04-29-2002 TAX RETURN WAS: ()O ACCEPTED AS FILED ) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: _'''_n l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 '02 TAYLOR P ANDREWS ESQ ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE l'lAY -3 /\11 :20 t;: . p~t.lrr..o13-4348 NOTE: · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. REV-15~7 EX AFP I Dl-02l DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 04-29-2002 BISTLINE 08-31-2001 21 01-0824 CUMBERLAND 101 Amount Remitted VINCENT B (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 3.551.62 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 3,551.62 (9) (10) 9,434.80 286.17 (11) (12) (13) (14) 9.720 97 6,169.35- .00 6,169.35- .00 X .00 X .00 X .00 X 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= 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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \. , Name of Decedent: STATUS REPORT UNDER RULE 6.12 J I~'-'t+ g < 801/("1 e y- ~ ( - It?;O( Date of Death: Will No.: ;;. CO { - (K) 8 z- 'f Admin. No.: 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 of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 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? Y es ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the C k ofthe Orphans' Court and may be attached to this report. Sign .~. >---.......- "-~' -- ~----.....-..--..... - ",..""..---...- e ~(tr \f'r'~ Date: 7-7-0,7 Name , 1'ltn~J . ~:') 7F^ uS }r.)<-AF</sf:, / to/ls ~ 7c)(? ( Address [CJ: U'J 8- lnr m. 7(7 Telephone No. ;;z~) - dJ 77 Capacity: Cl'personal Representative W Counsel for personal representative OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 INHERITANCE FILE NUMBER DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 TAX RETURN RESIDENT DECEDENT 21 01 0824 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Bistline, Vincent B. 162-48-2073 z w DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YV) THIS MUST BE FILED IN DUPLICATE C W 8/31/2002 11/5/1955 WITH THE REGISTER OF WILLS 0 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER C I N/A w ~ 1. Original Return o 2. supplemental Return o 3. Remainder Return <( ~t:en ()a::~ =:J 4. Limited Estate 0 4a. Future interest Compromise o 5. Fed. Est. Tax Return Req'd wll.() :r;OO iJ 6. Decedent Died Testate o 7. Decedent had Living Trust 0_8. Total number of SDB's ()O:::-' ll.1Il - ll. "I 9. Lit'g'tion Proceeds Rec'd n 10. Spousal Poverty Credit n 11. Election to tax wI Sec. 9113(A) <( I- lHl~f1$tbmij::W.:1ji~f$r6.IRijp.1MtiH~P.Rij~#&&ij!Jilt$M;mp.::p._Ip'ijing::;fjtJijt.~MMltM\f&l:lft::n:rtH:::rm z NAME: COMPLETE MAILING ADDRESS: w 0 z Taylor P. Andrews, Esquire 0 Taylor P. Andrews,Esq. ll. FIRM NAME: en w Andrews & Johnson Andrews & Johnson a:: a:: TELEPHONE NUMBER 78 W. Pomfret St. 0 () 717 243-0123 Carlisle, PA 17013 ;..,,1 ~ _.- , . 1. Real Estate (Schedule A) (1 ) $0.00 :::~ OFFICIAroSE ONLY 2. Stocks and Bonds (Schedule B) (2) $0.00 3.Closely Held Corporation, Partnership or Sole-Prop. (3) -- ~"'.~ ' 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 ~ Z 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) (5) $3,551.62 '....Ii 0 $0.00 i= 6. Jointly Owned Property (Schedule F) (6) :3 D Separate Billing Requested . . ::) 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) ~ I- eL: 8. Total Gross Assets (total lines 1-7) (8) $3,551.62 c( 9. Funeral Expenses & Administration Costs (Sch H) (9) $9,434.80 0 w 10. Debts of Decedent, Mortgage liabilities, & Liens (10) $286.17 0:: 11. T otaf Deductions (total lines 9& 10) (11 ) $9,720.97 12. Net Value of Estate (Line 8 minus Line 11) (12) ($6,169.35) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (13) $40.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) ($6,209.35) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z 15. Amnt of Line 14 taxable at the spousal rate, e i= or transfers under Sec.9116(a)(1.2) x.O_ (15) $0.00 <C I- $0 $0.00 ;:) 16. Amount of Line 14 taxable at lineal rate x.045 (16) Q. :E 17. Amount of Line 14 taxable at sibling rate ($6,209.35) x.12 (17) $0.00 e 0 18. Amount of Line 14 taxable at collateral rate $0 x.15 (18) $0.00 ~ 19. Tax Due (19) $0.00 I- 20 n CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT .......:.:...:.:....:.:.:.............................................................................................................................................................................. ........................................................................ ...................................................................... ............................. ..... ....... ................................ /' /1- tS'.-!:> t!- ':':::rdt::t:f:~ttii:ttHt~:::~t::::t!f.8,Ur~~$:q~wgRiAl$.iQ:tm~tlP!m~:Q.f:tR~ii$.ii$~~~tt:~~asc.~}M;m**-(~):(@)r~f))~::')fm:::mHm;::iJ: Oacedent's Complete Address: STREET ADDRESS Apt., 310, 2 West Penn St. CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discounts Total Credits (A+B+C) 3. InteresVPenalty if applicable D. Interest E. Penalty 4. TotallnteresUPentalty (O+E) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1 ) (2) (3) (4) (5) (SA) (58) $0.00 $0.00 $0.00 A. Enter the interest on the tax due. 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. . ... " . Make CheC?k P~y~b/~ t~.: "REG~~~~~. qF,,~~L.S, ~.~EN~"..w... ",,,,,,'..w. _....m """"w....."w.",,,,"w................. ili~~i~~ii~~i~~l~~ii~~~mii~~~imm._~..._i&l}il:1i~i;1;":i~~~~~1i~~i~t~~i~i~m~iit~tt~rt~~~'1~~~~~~i~~*~~~~~~1ii!~mm.~ii1Ui~kllii~:~~%is~~i~rw~~~;jl~~l~~~~~~~:~i~~;:~::~~~~:~~:~; $0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN RXR IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: yes no a. retain the U6e or income of the property transferred: b. retain the right to designate who shall U6e the property transerred or its income: c. retain a reversionaly interest: or d. retain the promise for life of either payments or care? 2. If death occurred after December 12, 1982, did decederit 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 decedenl own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary disignation? D D D D D D ~ ~ ~ ~ ~ ~ ~ D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury. I declare that I haYe examined this return, including accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct and complete. ADDRESS 30Ga. a. DATE:3 9 o(}... DATE ~ r ~ z.... . Pomfret St., Carlisle, PA 17013 For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers 10 or for the use of the sulViving spouse is 3% [72P.S. Sec. 9116(a)(1.1)(I)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% [72 P.S. Sec. 9116(a)(1.1 )Qi)]. The statute does not exempt a transfer 10 a suMving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even ff the sulViving spouse is the only beneficiary. For dales of death on or after July 1, 2000: The tax rate imposed on the net value of transfe<s from a deseased child twenty-one years of age or younger at death 10 or for the use of a natural parent. an adoptive paren~ or a stepparent of the child is 0% [72 P.S. Sec. 9116(a)(1.2)). The tax rate imposed on the net value of transfers 10 or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.9116(a)(1). The tax rate imposed on the net value of transfers 10 or for the use of the decedenfs siblings is 12% [72 P.S. Sec.9116(a)(1.3)). A sibling is defined, under Section 9102, as an individual who has atleas1 one parent in common with the deceden~ whether by blood or adoption. SCHEDULE E CASH, BANK DEPOSITS AND NUSCELLA}ITOUSPERSONALPROPERTY ESTATE OF FILE NUMBER Bistline, Vincent B. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 21-01-0824 VALUE AT DATE OF DEATH 1 Books in apartment 2 Books to the Stevens Center 3 Books to NAMI 4 Furnishings 5 CD's and tapes 6 M&T Bank checking account 791334 7 M&T Bank savings account 21000000997588 $50.00 $30.00 $10.00 $300.00 $1,510.00 $1,584.07 $67.55 TOTAL (also on line 5, Recapitulation) $3,551.62 Pomfret Street Books 21 E. Pomfret Street Carlisle, P A 17013 Taylor Andrews Esq. 78 W. Pomfret Street Carlisle, P A 17013 RE: Books from the Estate of Vincent B. Bistline Enclosed please find a check from Pomfret Street Books in the amount of$50.00 for books removed from the apartment of Vincent B. Bistline on September 14, 2001. At the request of the estate, all books with taken without regard for whether they would be ultimately of interest to our store. We are responsible for disposal of any books that we decide are of no value to us. As per the discussions between Steve Erfle and Taylor Andrews, large boxes were valued at $4.00 per box, while small boxes were valued at $2.00 per box and bags were valued at $1.00 per bag. There were a total of: 8 large boxes @ $4.00 each 6 small boxes @ $2.00 each 6 bags @ $1.00 each $32.00 $12.00 $ 6.00 SSO.OO Total If! can be of further assistance, please contact me at 258-8104. Sincerely, cI~yt Laura Erfle Owner Pomfret Street Books m1M&rBank September 18,2001 RE: Estate Search The Estate of: Date of Death (D.O.D.) VINCENT B BISTLINE 813112001 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $1584.07 $.00 $67.55 $.00 CHI< PASS SAY 791334 21000000997588 VINCENT B BISTLINE VINCENT B BISTLINE 4319 4319 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: ell A~~~/2.(r- Authorized Signature 0 0 DATE: 0,- lX - 0\ Manufacturers and Traders Trust Company · 1100 Wehrle Drive. PO. Box 767, Buffalo. NY 14240-0767 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Bistline, Vincent B. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) 21-01-0824 C. ITEM DESCRIPTION AMOUNT NUMBER Funeral Expenses: I Hoffman-Roth Funeral Home, Inc. total bill = $7,872.80 $7,872.80 2 Administrative Costs: 1 Personal Representive Commissions Social Security Number of Personal Representative: 2 Attorney fees to Andrews & Johnson $1,500.00 3 Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip 4 Probate Fees to Register of Wills $62.00 Miscellaneous Expenses: I 2 3 4 5 6 7 8 9 to II 12 13 14 15 16 17 18 19 20 21 22 23 TOTAL (also on line 9, Recapitulation) $9,434.80 A. B. SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Bistline, Vincent B. 21-01-0824 ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 Sprint - telephone bill PP&L - electric bill Comcast - cable bill Darlene Moyer, tax collector - Personal taxes Housing Authority - rent $41. 91 $42.78 $17.34 $11.00 $173.14 TOTAL (also on line 10, Recapitulation) $286 SCHEDULEJ BENEFICIARIES ESTATE OF FILE NUMBER Bistline Vincent B 21-01-0824 ITEM NAME AND ADDRESS OF BENEFICIARY RELA TlONSHIP AMOUNT OR SHARE NUMBER OF ESTATE I Jennifer Corbin Sister entire estate except 4625 Park Brooke Trace, Alphretta, GA 30022 books left to charity 2 Florence Bistline Mother bequest failed due to deceased as of 3/18/1999 death of mother ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: I Alliance for the Mentally III of Cumberland County, now NAMI P A of Cumberland and Perry Counties Box 527, Carlisle, PA 17013 The Stevens Center 33 State Ave., Carlisle, P A 17013 $10 2 $30 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $40 ..'t~'.' II' LAST WILL AND TESTAMENT ~ OF ~ ~ ~ ~ VINCENT B. BISTLINE I, VINCENT B. BISTLINE, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and ~ (=: ~ codicils heretofore made by me. (=: -,-l :> ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and all death taxes (pennsylvania inheritance tax and federal estate tax) occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM II: I give and bequeath all of my books to the Alliance for the MentiUly ill of Cumberland/Perry Counties, and I request that the books of interest be available for use by staff at The Stevens Center, Carlisle, Pa.. If the Alliance for the Mentally III of Cumberland/Perry Counties shall not be in existence, or if it shall disclaim this gift, I give my books to The Stevens Center, Carlisle, Pa.. If The Stevens Center shall not be in existence, I give my books to the Alliance for the Mentally III of Pa. ....'- .... ll> , J::: ..-1 ...... .w (I) . ..-1 , P=l . l : ~ J::: ~ ll> o \. .e :> I . . . " 2 ITEM III: I hereby confirm my directions that my brain be donated to the National Institute of Mental Health in Bethesda or its nominee for the purpose of scientific research. ITEM IV: I bequeath those articles of my personal effects, household goods, and other tangible personalty of like nature (not including cash or securities), as set forth in a separate memorandum which I shall place with my Will to the persons therein designated. If I shall leave no separate memorandum, or with regard to my, personal effects, household goods, I and other tangible personalty of like nature (not including cash or securities) not referenced by such memorandum, I bequeath such property to my Mother, FLORENCE BISTLINE, if she survives me by thirty (30) days. Should my Mother, FLORENCE BISTLINE, not be living on the thirty-fIrst day after my death, I bequeath such tangible personalty and insurance thereon to my sister, JENNIFER CORBIN. ITEM V: I devise and bequeath the residue of my estate, of every nature and wherever situate, to my Mother, FLORENCE BISTLINE, of Carlisle, Pennsylvania, providing she shall survive me by ninety (90) days. If my Mother shall not survive me by ninety (90) days, I give and bequeath the residue of my estate, of every nature and wherever situate, to my sister, JENNIFER CORBIN, of Atlanta, Georgia. . . ... ~. 3 ITEM VI: I appoint my Mother, FLORENCE BISTLINE, Executrix of my Estate. Should my Mother, FLORENCE BISTLINE, fail to qualify or cease to act as Executrix, I appoint my sister, JENNIFER CORBIN, as alternate Executrix of my estate. ITEM VII: I direct that my Executrix and her successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, VINCENT B. BISTLINE, have hereunto set my hand and seal to this my Last Will and Testament, consisting of three(3) typewritten pages, each of which bears my signature, this 31 day of August, 1998. ~%r~ (SEAL) VINCENT B. BISTLINE, Testator Signed, sealed, published and declared by the above-named Testator, VINCENT B. BISTLINE, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presenc d in the sight and presence of each other, have hereunto subscribed 0 e as wi esses. * . ""\ - . , . . COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) WE, VINCENT B. BISTLINE, TAYLOR P. ANDREWS, and(?(jf\c;)~ ['J"Oh,hS6"J the Testator and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as and for his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the Testator was at the time eighteen (18) or more years of age", of sound mind and under no constraint or undue influence. y~~~ .. , Testator Subscribed, sworn to and acknowledged before me by VINCENT B. BISTLINE, the Testator, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS and ~Gh" \01. C ::Jdh~", witnesses, this 31st day of August, 1998. 31% (' /7//~. (SEAL) NOtary~~ NOTARIAL SEAL SHELLY D. SEXTON, NOTARY PUBLIC CARLISLE BORO. CUMBERLAND COUNTY MY COMMISSION EXPIRES APRIL 26.1999 Member. Pennsylvania Association!' Ko\1l\I\&