HomeMy WebLinkAbout09-14-06
JAN L. BROWN. ESQUIRE*
JACQUELINE A. KELLY. ESQUIRE
. ADMITTED IN PA AND DISTRICT OF COLUMBIA
JAN L. BROWN & ASSOCIATES
ATTORNEYS AND COUNSELORS AT LAW
OLOE ENGLISH GAP
845 SIR THOMAS COURT
SUITE 12
HARRISBURG, PA 17109
EMAIL: jlbassoc@verizon.net
TELEPHONE (717) 541-5550
FACSIMILE (717) 541-9223
BRENDA F. KEPHART, LEGAl ASSISTANT
PAULA K. WHITE. LEGAl ASSISTANT
JUDITH A. EBERSOLE. ADMINISTRATIVE ASSISTANT
September 12,2006
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
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Re: Estate of Fred Bittner
File No. 2006-00258
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Gentlemen or Ladies:
Enclosed please find the following items for filing with the Register of Wills:
1. Inventory.
2. An original and one copy of the Inheritance Tax Return.
3. Estate Check 103 payable to the Register ofWil/s in the amount of$30 to cover the filing
fee for the Inventory and Inheritance Tax Return.
Please time stamp and return our file copies of the Inheritance Tax Return and Inventory.
If you have any questions, feel free to contact this office.
Sincerely,
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Brenda F. Kephart
Legal Assistant
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Enclosure
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REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of Fred Bittner
also known as Frederick John Bittner
Fred Bittner
, Deceased
No. 2006 00258
Date of Death 3/19/2 006
Social Security No. 18 918 58 64
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. I/W., understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: JAN L BROWN
1.0. No.: 67993
Address: 845 SIR THOMAS CT STE 12
HARRISBURG
Kimberly A Casselberry
Dated September 5. 2006
PA 17109
Telephone: 717-541-5550
Description
United States Savings Bonds, Series HH, quantity 4
Value
17,000.00
United States Savings Bonds, Series E, quantity 82
42,063.32
United States Savings Bonds, Series E, quantity 122
50,977.86
Members 1 st Federal Credit Union
Regular Savings Account 23914-00
9,177.80
Members 1 st Federal Credit Union
Money Management Account 23914-05
25,453.01
Members 1 st Federal Credit Union
Certificate of Deposit Account 23914-41
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26,145.61
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256,151.05
(Attach Additional Sheets if necessary)
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NOTE: The Memorandum of real estate outside the Commonwealth of F'~-nri~lv~[)~ima~,)a:t)~ election of the personal representative,
include the value of each item. but such figures should not be extended I~t~~~ ~~~~.
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Continuation of Inventory
Fred Bittner
2006 00258
PaQe 1
Description of Inventory
Description
Members 1 st Federal Credit Union
Certificate of Deposit Account 23914-46
Value
48,179.94
PNC Bank
Checking Account 5140004815
16,481.66
PNC Bank
Certificate of Deposit Account 31200263463
15,543.77
Asbury Communities Inc; Bethany Village refund
990.05
The Patriot-News; subscription refund
19.30
Pennsylvania Department of Revenue; 2005 PA-40 overpayment refund
1,391.00
United States Treasury; 2005 1040 overpayment refund
2,650.00
State Farm; renters policy cancellation refund
65.04
New Cumberland Federal Credit Union
Life insurance proceeds
12.69
Subtotal $
85,333.45
256,151.05
Grand Total $