HomeMy WebLinkAbout08-24-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
REV-1 162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DITZEL RICHARD L
247 WEBSTER STREET
CARLISLE, PA 17013
n_~___~ fold
ESTATE INFORMATION: SSN: 201-18-2239
FILE NUMBER: 2105-0039
DECEDENT NAME: DITZEL B JANE
DATE OF PAYMENT: 08/24/2005
POSTMARK DATE: 08/24/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/14/2004
NO. CD 005724
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,301.00
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TOTAL AMOUNT PAID:
$3,301.00
REMARKS:
CHECK# 109
INITIALS: MW
RECEIVED BY:
SEAL
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
OFFICIAL USE ONLY
217
RE1m 5<<Xl8< (&<Uo)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128.0601
FilE NUMBER
21-05-0039
COUNTY CODE
YEAR
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DECEDENrs NAME (LAST. FIRST, AND MIDDLE INITIAL)
B. Jane Ditzel
DATE OF DEATH (MM-DD-YEAR)
201-18-2239
THIS RETURN MUST liE FIlED IN DUPLICATE Willi THE
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD- YEAR)
12/14/2004 8/6/1925
(IF APPLICABLE) SURVIVING SPOUSE'S NAME {LAST, FIRST, AND MIDDLE INITIAL)
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
02. SupplementalRelurn 03. RemainderRelUn'I(dateofdeatnpoiorto12_1J.82)
D4a. Future Interesl Compromise (date ofdealh after 12-12-82) 05. Federal Estate Tax Return Required
D 7. Decedent Maintained a living Trusl (AtlaCh copy ofTrusl) -..L 8. Tolal Number of Safe Deposit Boxes
010. Spousal Poverty Credtt (dale otdealll between 12-31-91 and 1-1-95) 011. Electkm \0 tax untler Sec. 9113{A) (Altach Sch 0)
'~NfQ,f:lt;(~'tION SHOULDaE DIRECTED TO:
COMPLETE MAILING ADDRESS
5 South Hanover Street
Carlisle PA 17013
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OrlginaJReturn
Limited Estate
Decedent Died Testate (Attach copy of Will)
Litigation PrOCeedS Received
Robert M. Fre
FIRM NAME (Jf Applicable)
717 243-5838
1. Real Estate (Schedule A)
{1INONE
(21 NONE
(31 NONE
(4) NONE
(5)
(6)
(7)
(8)
(9)
18.545
22
2. Stocks and Bonds (Schedule B)
-;0
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'0
--: ~:;;
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. MortgClges & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
28.461 -"
48,482
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6. Jointly Owned Property {Schedule F)
Dseparate Billing Requested
7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
(Schedule G or L)
63.129
8. TOTAL GROSS ASSETS (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) :10)
11. TOTAL DEDUCTIONS (total lines 9 & 10) (11)
12. NET VALUE OF ESTATE (LineS minus Une 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
(12)
(13)
14. Net Value Subject to Tax (Une 12 minus Line 13)
{141
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Une 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a}(1.2)
(151
x .0
x .0
16. Amount of line 14 taxable at lineal rate
(16)
121.505 X .12
17. Amount of Line 14 taxable at Sibling rate
(17)
x .15
(18)
18. Amount of line 14 wx.able at collateral rate
19. Tax Due
(19)
200
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OFFICIAL USE ONLY
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140,072
1B.567
121,505
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14.581
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14.581
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B. Jane Ditzel
201-18-2239
Decedent's ComDlete Address:
STREET ADDRESS
247 Webster Street
CITY I:TATE I~IP
Carlisle PA 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)
10,716
564
Total Credits (A + B + C) (2)
3. InteresVPenalty if applicable
D.lnterest
E. Penalty
4.
TotallnteresVPenalty (D + E 1
If Une 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
(3)
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5.
(4)
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. (5A)
B Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
14,581
11,280
o
3,301
3,301
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
2.
Did decedent make a transfer and:
8. retain the use or income of the property transferred;
b. retain the right to designate who st\all 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?
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?
Yes
o
o
o
o
o
o
3.
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation?
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
o
No
o
o
o
o
o
o
DATE
ADD S
247 Webster Street, Carlisle, Pennsylvania
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
tU...r k~ ~
~.tJ 0 S
ADDRESS
DATE III
~<fJ ,{
5 South Hanover Street, Carlisle, Pennsylvania 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 to or tor the use of the survMngspouse is 3%
172 P.S. Section 9116 (a)(1.1)(i)].
For elates of death on or after January 1, 1995, the taxrale imposed 00 the net \lalue of transfers to or forme use of !he surviving spouse is 0% 172 P.S. Seclion 9116 (a)(1.1)(ii)J.
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a lax return are still applicable even if
the surviving spouse is the only bendlclary.
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. Section 9116(a)(1.2)].
The lax 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. Section 9116(1.2) [72 P.S. Section 9116(a)(1)]
Tne tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P$ Section 9116(a)(1.3)) .A sibling is defined, under Section 9102, as <In
individual who has at least one parent in common with the decedent, whether by biood or adoption.
217
REV-150B EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
B. Jane Ditzel
FILE NUMBER
21-05-0039
Include the proceeds of litigation and the date the proceeds were received by the estate.
All nronArtv iointlv-owned with rll'lht of survivorshin must be disclosed on Schedule F.
ITEM
NUMBER
1
2
3
4
5
6
7
DESCRIPTION
Citizens Bank, Time Deposits #6244693316
Citizens Bank, Checking Account #6100728250
Citzens Bank, Checking Account #6203268163
Household Contents
Automobile
Refund, State Farm Mutual Automobile Insurance Co., #68681620E11-38B
Refund, Aflac
VALUE AT DATE
OF DEATH
10,358
1,779
11,682
400
4,000
232
10
TOTAL (Also enter on line 5, Recapitulation) $
(If more soace is needed. insert additional sheets of the same size)
28,461
~ CITIZENS BANK
Account Number 6203268163
Account Title B JANE DITZEL
Date Opened 9/28/2004
Account Type CheckinlZ
Principal Balance as ofDOD $11682.25
Interest from Last PostinlZ to DOD $.00
Account Balance as ofDOD $11682.25
YTD Interest to DOD $21.09
+~ CITIZENS BANK
Account Number 6244693316
Account Title B JANE DITZEL
Date ODened 11/5/2004
Account Tvoe Time Deposits
PrinciDwBw~ce~ofDOD $10349.66
Interest from L~t Postinll to DOD $8.68
Account Bw~ce ~ ofDOD $10358.34
YTD Interest to DOD $26.03
+: CITIZENS BANK
Account Number 6100728250
Account Title B JANE DITZEL
Date Opened ll/4/1974
Account Type Checking
PrincipwBw~ce~ofDOD $1778.95
Interest from L~t Posting to DOD $.00
Account Bw~ce ~ ofDOD $1778.95
YID Interest to DOD $.00
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Stale Farm Mutual Automobile Insurance Company
'116 State Fann Dr
ConcorclvIHe PA 19339
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00220
6256 5 52E
95749-5-E
mZEL, B JANE
247 WEBSTER ST
CARLISLE PA 17013-2027
AGENT
JON FETTERMAN
805 E HIGH STREET
CARLISLE, PA 17013-2610
1...11I...11I......11..11...1.1/1"11I1./1...1.1../1...1.11..1
(717)249-4251
MAR 04, 2005
RE: Policy Number:
Refund Amount:
6868162-E11-38B
....232.47
The attached refund is a result of the termination of your policy.
If you have any questions, please contact your State Farm agent.
Policyholder Service
134-6775.1 Rev. 07-01-2002 (o1b0101b)
D0220
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PAY TO THE
OFU"'ROF DITZEL, B JANE
247 WEBSTER ST
CARLISLE PA 17013-2027
6256 5 52E
$ ....232.47
U"TWO HUNDRED THlRlY.lWO AND 471100 DOllARS".
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03/" 1"-) uI1 D
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Worldwide Headquarters
1932 Wynnton Road, Columbus, Georgia 31999-0001
1-800-992-3522
HECK NUMBER: R003761461
DATE: 03/02/05
IJ553061
B1 DITZEL ESTATE OF B JANE
REFUND DUE TO DEATH
$10,11
'.CHECK
LOC WHF
PLEASE FOLD AND DETACH CHECK
'~lL1C""'"
_ _ UJ] .
Worldwide Headquarters
1932 Wynnton Road, CoIul11bus, Georgia 31999-0001
1-800-992-3522
DOCUMENT FACE HAS A MUl TICOlOREO BACKGROUND
~iryw~ .,8(>' ;t:<: ,,::_'!k
MARCH li2~'2005: ':
NO. R 003761461
AMOUNT $10.11
THIS CHECK CLEARS'POSITIVE PAY
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----- TEN AND 11/100 ---------------------------------------------U.S. DOLLARS
1",111."111."",'1"11",1,111,...,1.11".1,,..11,,,1,11,.1
DITZEL ESTATE OF B JANE
247 WEBSTER ST
ER CARLISLE PA 17013-2027
lVJ a ~
~ C~tt(:?F;\,
AuTHoRIZED S!l:?N~TURi~ FOR:,:: ,1. ):' ~;' .:2
American FamIly life Assurance'~~psnYotColiln1~:~~,l'A~).
II" :I ? I; ~ I, I; ~II" 1:0 I; ~ 2D <i ? 51;1: 2D ? <i <i0008 <i ~ SOli"
217
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
B. Jane Ditzel
21-05-0039
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Richard L. Ditzel
247 Webster Street
Carlisle PA 17013
Brother
B.
C.
JOINTLy-oWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND aANK ACCOUNT NUMBER OR SIMlLAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTL Y.HElD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT~INTEREST
1. A. 9/B/87 Real Estate, Home & Lot (247 Webster Street, Borough 77,960 50.00% 38,980
of Cartisle, Cumberland County, Pennsylvania 0
2. A. Prudential Financial, Acct#2644-6222(2.913.075sh@6.48) 18,877 50.00% 9,439
3. A. Prudential Financial, Accl#2644-6222(Money Market) 125 50.00% 63
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6 Recaoitulation $ 48 482
(If more space is needed, insert additional sheets of the same size)
I~enry H811, Ine:, Indl..,., PL
~bi~
1!\ttb.,
MADE THE 7th day 0' August
of om. Lord one "thousand nine hundred eighty-seven (1987).
ill the vecU"
BETWEEN JOSEPH Il.. DITZEL and Il8THHH DITZEL, husband and wife, of the
Borough of Carlisle, Cumberland County, Pennsylvania, parties of
the first part,
Gra.nto"s J
and B. JANE DITZEL and RICHARD L. DITZEL, sister and brother, as joint
tenants with the right of survivorship and not 8S tenants In" common,
of the Borough of Carlisle, Cumberland County, Pennsylvania, parties
of the second part,
Grantee s :
WITNESSETH, that in comiden1tian 0' ONE and nollOO .
($1.00) .Dollars,
in haOO paid, the receipt wher8~of is hereby acknowledged. the said orant07.s do hereby {Jf'f1nt
and convey to the said grantees. their heirs and assigns as joint tenants with the right of
survivorship and not 8S tenants in common,
ALL THAT CERTAIN tract of land with the improvements thereon erected situate
in the First Ward of the Borough of Carlisle, Cumberland County, Pennsylvania bounded
and described as follows, to wit:
On the South by Webster Avenue; on the East by tract of land known as 265 Webster
Avenue formerly of Mark G. Kuhn and wife, and now or formerly of George Roush;
on the North by an alley; and on the ,West by Lot No. 22.on Plan of Lots hereinafter
mentioned. Said tract of land contains 120 feet in front on said Webster Avenue and
a width in the rear along said alley. of 120 feet and has a depth to said alley of 105 feet.
THE PREMISES herein conveyed consists of Lots Nos. 23, 24, Bnd 25 as shown on a Plan
of Lots laid out and known as Henderson Addition, which Plan of Lots is recorded in
the hereinafter named Record~rrs Office in Plan Book 2, Page 27, and on which lots
of ground there is erected a one and ane-half story frame dwelling house known as 247
Webster Avenue, Carlisle, Pennsylvania 17013.
BEING all of the property which Frank P. Bear and wife, by deed dated March 25, 1944
and recorded March 25, 1944 in the Office of the Recorder of Deeds in and for
Cumberland County at Carlisle, Pennsylvania in Deed Book "T", Volume 12, Page 465,
granted and conveyed to Joseph E. Ditzel and Esther Ditzel, husband and wife, Grantors
herein.
THE WITHIN Grantees are the daughter and son of the within Grantors and, therefore,
this conveyance is exempt from realty transfer taxes imposed by the Commonwealth
of Pennsylvania and by the Borough of Carlisle and by Carlisle Area School District.
AND th. Baid gm..tors her."" .o._t and agree that they
will warm..t generally tho Ptop.rtlf her."" .....8lf.d.
IN WITNESS WHEREOF, Baid gra.n.tors ha.ve he10tmnLo set their
tAe day and yeq.r first above written.
hands and Beals
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I do hereby certify that the precise residence and post office address of the within Grantees
is: 247 Webster Avenue, Carlisle, PA 17013.
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Stot. of Pennsylvania
COU..tlf of Cumberland
0.. thiB, the 7th
}...
dalf of August
, 19 87 . before mtl,
tho "nd.enoig...d offi,e81', P.rsona!llf lJIlllloar.d Joseph E. Ditzel and Esther Ditzel
known to me (or satisfactorily proven) to be tke perso1'8. whose Mme S are B1tIJ,'IflribP.d to the
wit/tin inatrument, and acknowl6dged that t httl executed tM sa.me for th.e PlITJ)l)Rr.s thrJrein
contained.
IN WITNESS WHEREOF, I h.r.u..to B.t mlf !uLnd and offi,rial ...1.
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5/11/051:05 PM
Date
12/14/04
Price
High
(FUND) U.s. Dollar
Low Volume
2 Mlnth (D.i1y)
@8igCharts.com
6.48
n/.
n/.
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6.55
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~6.50
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I 6.40
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1/2/1970
Date: 112/14/2004\
Dee:
05
Symbol: L___
fB
1mo 2mo 3mo ~ .!t!: ~ ~
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Page 1 of \
217
REV.1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
B. Jane Ditzel
FILE NUMBER
21-05-0039
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
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR ReLATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL eSTATE. VALUE OF ASSET INTEREST ~FAPf\.ICABlEl VALUE
1. Security Benefit Group of Companies, Contract #70031 02366 48,192 100.00% 48,192
2. American General, Contract #A 1 0087853F 10,574 100.00% 10,574
3. Prudential Mutual Fund Services. Accl#03900074294)Moneymart 4.363 100.00% 4,363
0
0
0
0
0
0
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0
0
0
0
0
0
0
0
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0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
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TOTAL (Also enter on line 7 Recaoitulationl $ 63129
(If more space is needed, insert additional sheets of the same size)
AMERICAN
GENERAL
P.O. Box 871
Amarillo, TX 79] 05-087]
].800-247-6584
March 22, 2005
Frey & Tiley Anen: Carol
5 S Hanover Street
Carlisle, PAl 70 J3
Re: Name of Deceased:
Contract Number:
Beneficiary:
B Jane Ditzel
AI0087853F
Richard Ditzel
Dear Sir or Madam:
We have received notification of the death ofB .lane Ditzel, the owner/annuitant of the
referenced contract. On behalf of American General Life Insurance Company, we wish to
express our sincerest condolences for your Joss.
The following items are enclosed:
1) Claims Checklist - A list of items required to initiate a claim for this contract.
2) Beneficiary options page - A list of claim options available to the referenced beneficiary.
3) Applicable documents for completion.
The value of policy on the date of death was $10,574.08.
We appreciate your prompt attention to this matter. Should you have any questions or require
further assistance, please contact our Client Care Center by using our toll free number of
1-800-247-6584.
Sincerely,
.6 'IYJ ~
B.M. Graves
Annuity Claims Manager
Enclosures
OF AGL CVr LIT 000
(71) The Security Benefit~
~~ Group of Companies
March 16,2005
Fry and Tiely
5 South Hanover St
Carlisle PA 17013
Subject: Contract 7003102366 B Jane Ditzel
Dear Fry and Tiely:
We are writing concerning recent correspondence we received from the representative on the
above contract
The contract value on the date of death, December 14, 2004, was $48,191.96.
Security Benefit strives to provide the highest level of service in the industry to our customers. If
you have any questions regarding this or other matters, we invite you to contact our National
Sales Center, at 1-800-888-2461 between the hours of 7:00 am and 6:00 pm Central Standard
Time.
Chris Canon
Client Service Specialist IV
Annuity Administration
Security Benefit Life Insurance Company
co: Tina Giambanco
One Security Benefit Place. Topeka, Kansas 66636~OOOl . 785-438-3000 . www.securitybenefit.com
',"-.!,
WSJ.com Stock Charting for PBHAX
5/11/05 1;20 PM
Date
12/14/04
Price
High
(FUND) U.S. Dollar
Low Volume
5.92
nla
nla
nla
No Splits
Get another quote any day after 1/2/1970
1/2/1970
Symbol: 1__ Date: ~2004J
lB
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Please see our Terms of Use. Historical and current end-of-day
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217
REV~1511 EX+{12.99)
COMMONWEALTH OF PENNSYlVA.NlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
B. Jane Ditzel
FILE NUMBER
21-05-0039
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home, Funeral Services 9,273
2. George's Flowers, Funeral Home 40
3. Hoy's Greenhouse, Casket Cover 186
4. Flowers by Mountain Lakes, Funeral Home 32
5. E.F.Redding & Son, Inscriptions to Headstone 415
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
C;ly State Zip
Year(s) Commission Paid:
2. Ahomey Fees 4,543
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Richard L. Ditzel
Street Address 247 Webster Street
C;ly Carlisle State PA Zip 17013
Relationship of Claimant to Decedent Brother 3,500
4. Probate Fees 298
5. Accountant's Fees
6. Tax Return Preparers Fees
7. The Sentinel, Advertising 152
8. Cumberland Law Journal, Advertising 75
9. (5) Short Certificate 16
10. Register of Wills, Filing Fee for PA Inheritance Tax Return 15
TOTAL (Also enter on line 9 Recaoitulation\ $ 18545
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03) 217
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
B. Jane Ditzel
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-05-0039
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
The Sentinel, Thank You Ad
22
TOTAL (Also enter on line 10 Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
22
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
B Jane Ditzel
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-05-0039
RELATIONSHJP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (aJ (1.2)J
Mary K. Ditzel Sister $10,000 Bequest
601 N. Hanover Street
Carlisle PA 17013
2 Richard l. Ditzel Brother 100% residue of estate
247 Webster Street
Carlisle PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX. 1$ 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 $ . 0
(If more space is needed, insert additional sheets of 1he same size)
LAST WILL AND TESTAMENT
OF
B. JANE DITZEL
I, B. JANE DITZEL, single woman, of 247 Webste~ Street in the Borough of Carlisle,
Cumberland County, Penhsylvania, being of sound and disposing mind, memory, and
understanding, do hereby make, publish, and declare this as and for my Last Will and Testament,
hereby revoking and making void any and all Wills by me at any time heretofore made.
I. I direct my hereinafter named personal representative to pay all of my just debts and
funeral expenses as soon after my death as may be found convenient to do so. I direct that my
funeral services be conducted by Ewing Brothers Funeral Home, 630 South Hanover Street,
Carlisle, Pennsylvania and that an oak: casket be selected for my burial, and that my body be interred
on the burial lot of my parents, Joseph E. Ditzel and Esther R. Ditzel, located in Ml. Holly Springs
Cemetery, Mt. Holly Springs, Pennsylvania. I further direct that all inheritance, transfer, succession,
estate, and death taxes which may be payable on account nf my death shall be paid from the residue
of my estate, regardless of whether the assets upon which such taxes are based are included in my
probate estate.
2. I give and bequeath thesom of $10,000.00 to my sister,MARY K.DEITZEL, her heirs
and assigns, provided she shall survive me by a period of ninety (90) days, but s\lOuld she fail 10 so
survive me, the same shall lapse and be inclnded io the residue of my estate.
" 3. I give, devise and bequeath to my brother, RICHARD L. DI'IZEL, his heirs and assigns,
all of my, interest in lhe house and lot of ground at 247 Webster Street in the Borough of Carlisle,
Pennsyl~ania, provided he shall survive me by a period of ninety (90) days, but should he fail to so
survive me then the same shall lapse and he added to the residue of my estate.
4. I give and bequeath all of my interest in the household goods and tangible personal
property generally which are located in my residence at 247 Webster Street to my brother,
RICHARD K. DITZEL, his heirs and assigns, provided he shall survive me by a period of ninety
(90) days, but should he fail to so survive me tben to my sister, MARY K. DEITZEL, her heirs and
assigns, provided she shall survive me by a period of ninety (90) days, but should she fail to so
survive me then the same shall lapse and be included in the residue of my estate.
5. All the rest. residue, and remainder of my estate, real, personal, or mixed, and
wheresoever the same may be situate, I give, devise, and bequeath to my brother, RICHARD L.
DITZEL, his heirs and assigns, provided he shall survive me by a period of ninety (90) days, but
should he fail to so survive me then;t~e same shall lapse.
6. Should my brother, RICHAkD L. DITZEL predecease me or fail to survive me by the
aforesaid ninety (90) days, then in such event, all the rest, residue and remainder of my estate, real,
personal and mixed and wheresoever the same may be situate, including all lapsed legacies and
devises, I give, devise and bequeath as follows:
(a) $1,000.00 to First Evangelical Lutheran Church, and its successors,
comer of East High and Bedford Streets, Carlisle, Pennsylvania 17013, to be
used for such purpose or purposes as the official Board of said church shall
deem best.
(b) $10.000.00 to Helen Krouse Animal Shelter tocated at Dillsburg,
Pennsylvania. to be used for such purpose or purposes as the Board of
Directors of said shelter shall deem best.
(c) $10,000.00 to the Trustees of Mt. Holly Springs Cemetery, Mt.
Holly Springs, Pennsylvania, to be added to its permanent endowment fund
and the income arising therefrom shall be used at least annually for the care
and maintenance and repair and replacement of the monuments erected on
the burial lots of my parents, Joseph E. Ditzel and Esther R. Ditzel, on which
my body is to be interred and also the burial lot on which the bodies of my
grand parents, John H. Ditzel and Ida C. Ditzel are interred, and any income
not required for these purposes shall be used for the care and maintenance
of the cemetery generally and of the monuments therein located.
(d) $5,000.00 to the Humane Society of Harrisburg Area., Inc., and its
successors, of 7790 Greystone Road, Harrisburg, Pennsylvania for the
benefit of the Wesl Sbore Shelter which it operates at Sinclair and Eppley
Roads, Mechanicsburg, Pennsylvania, and/or for the benefit of the other
activities sponsored by said Humane Society in Cumberland County,
Page I of 2 pages.
~~
Pennsylvania.
<e) $5,000.00 to the Shippensburg Foundation of the Shippensburg
University. Shippensburg Pennsylvania, to be used for such purpose or
purposes as the' Board of Directors of said foundation shall deem
appropriate.
(f) $5,000.00 to the Cumberland County Historical Society and
Hamilton Library Association, 21 North Pitt Street, Carlisle, Pennsylvania
17013, to be used for such purpose or purposes as the Directors of said
Association shall deem appropriate.
(g) The balimce thereof I give, devise, aud bequeath to my sister, MARY
K. DEITZEL, her heirs and assigns, provided she shall survive me by a
period of ninety (90) days, but should she fail to so survive me then the same
shall lapse and be added proportionately to the bequests set forth above in
sub-paragraphs (a) through (f) of this paragraph no. 6.
7. I hereby nominate, constitute, and appoint my brother, RICHARD L. DITZEL, as
Executor of this my Last Will and Testament, but should he predecease me or fail to qualify, or
cease serving as such, then in such event I nominate, constitute, and appoint my sister, MARY K.
DEITZEL, as altemate or successor Execulrix, but should she predecease me or fan to qualify or
cease serving as such. then in such event I nominate. constitute, and appoint CITIZENS BANK and
its successors, 665 North East Street, Carlisle, PA 17013, as alternate or successor Executor. I
further direct that none of them shall be required to post any bond to secure the faithful
performance of his. her, or its duties in the Commonwealth of Pennsylvania or in any other
jurisdiction.
IN WITNESS WHEREOF, I have hereuuto set my hand and seal to this my Last Will and
Testament written on 2 pages, this ..6+" day of ~~ ,2003.
14~
B.J DITZEL
(SEAL)
Signed,sealed, published and decIaied, by B. JANE DITZEL the Testatrix above named, as
and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the
presence of each other, have hereunto subscribed our names as attesting witnesses.
~~.1-\
~p1.~
..
Page 2 of2 pages.