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Home My WebLink About96-00037 ,.,. t ; ,', .', .) ;-~. ; ~ . ;~{' ! , PETITION "'OR PROBATE and GI~ANT 0... LETIERS No, __Ol,-=---q_~ - .3 7 To: Blatt of James K. Tritt also known as James I<yllLTdtt Rcgl>lcr of Wills fur Ihc D,'craIl'lI, County of Cuntlerland In the Social Stcurlty No. 1 QS-D7-6Q21 Commonwcalth of Pcnnsylvanla The (lClltlonof the underslgncd rcspCClfnlly rcpre,cnl' Ihnt: Your petitloner(II, who IsilClrKI8 yca" of agc ur older Ilnthc cxccutJ:'ix In Ihe last will of the above decedcnt, dlllcd Novenper 5 dfi8X~llifllJJCllJIl\llJC Harriet R. Tritt. wife nf RRidLde~Arl~nt, the prl~ry EXQcutrix nAmPri in RAin Will nlArl M~y 71, 1994 named , 19..80.- (Slatt rclt\'ant circlIITnlanl.'C\, c,j{. fcnllndalion. dcalh uf ('((tUlor, etc.) Decmdenl was domicllcd al dealh in Cuntlerland " is last family or principal rcsldencc at 7 Gr"enwRY Ori II~, Cuntlerland County, PpnnRylvRniR (Ii~1 !.If"I. numbtr and munciJlalil)') Counly, Pennsylvania, wilh 11['["'1:' B 11 Q'1 Towl111hip, DeceKdent, then 89 ycars of agc, dicd -1)l>"prnh<>r 1 "l . 19 95 at C'.ArliRlp Hn~pH'Al. ("~rliQlo. o.a . Except as follows, deccdcnt did not marry, was not divorccd and did not havc a child born or adopted after execution of the will offcred for probate; was nolthe victim of a killing and was never adjudicated incompetent: None DcceQdent at death owned property wilh estimated valucs as follows: (If domiciled in Pa,) All personal propcrty (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal propcrty in County Value of real estate in Pennsylvania situated as follows: 7 Greenway Dr! ve UDDer Allen Township, ("1Irnh<>rlRnn ("r",n~y. DB S Undetermined S S S Undetermined WHEREFORE, petilioner(" respectfully requcsl(,) the probate of Ihe last will IIIlIb...I.:1(:rl presented herewilh and the grant of ICllCrS TpS~RlT1Pn~Rry (IcslamCnlar)'; administration c.I.a.: administration d,b.n.c.l.a.) theron. i "0- 'oi "'c "0.2 ;." ..l 11- .0 ! iii /;-~~~U- /L_~' / Esther Hr!cko 258 South Osmond Strppt ~~~~p ~nllP9~' DA '~An' OATH 0... PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } as COUNTY OF CUMBERLAND The petitioner(ll) above-named swear(s) or affirm(s) Ihatlhc stalements in the foregoing petition are true and correct 10 the best ollhe knowledge and bclief of petitioner~) and that as personal represen- tative(" of the above decedent petitioner(!! will well and truly administer thc estatc according to law, 12"" ~ X ' Sworn to ~r affirmCli and SUbscribCd~ ~'-Y :...z,{, ~.....~ 4 ~ before me thiS 16TH day of =~~hP"'~!:' .~ 7J&.<.;tc1jr,~':",~ f.u..~ =- ~ -'flJARVJ C. LEWIS' Register ~ 1~-1&- 4 Thill i!l con:rtif~' !h.ll thl' ifllllllll.lllllll ht'll' ,l-tl\11l I' tlllll t 11\ . "I'll ,11111111 ,'11 HI I ,l'II I.d lC'llllll.I'f' III .If ,IlII ,Iuh l.nullh'gl'tIr.H Ihl'OII~II1.lltt'rlllh,llf'''IIII't'llll....lf\lttl''llh. "'II, 1'",lll ,11111 t ' , ,I"'" 'II III l't"JlIlll\( III llllll~ WARNING: Ill. 1II0gal to dupllcnto lhl. copy by photo.lnl or photogrnph. liI,'d \, II" IIU.' .1'1 1"1'1' (1111111\ lI'llIlh ,lit., $.100 &2",,/). ;?"p)#,~_, f~it,,1 H~'~I\lf'lI / - 2;!.~~~ !>r.o:: AI-roil Dr. fj,lIw;burg. Pa. 17109 1./- /Y-9?~ fl.",. 3334523 -_.--_._~--..._---- No, 1I01"~"'" .., COMYONWIAI.tHO' P!HHIYL\WflA' DEPART".NT or HIALTH' ylTAl P1ICOAOI CERTIFICATE OF DEATH . , -:' 0A'.~0IA1l"'_'" . OtttJObu 13 , - .... -...- - .........c-" 6-15-06 HCLUUbuA . P -..-...-...-. CUllbul4lld Ca.ttult - -....- ..~......_...I llu.(ldU ...-rrI........AGOIlUI....~.... ,.c.. 7 ~tt"",,,!/ O~iut ... IltelwliubuA . fA 17055 ----~iulr. T~at 1lt4. Ila.t E. H~idlo O ...0 o...-.[). "--......0 ~ c..... l..o~= 1iIO'....It.~'..~.,..~ Ila.tq E~l40tth K It 25' South 4/nOM ,"'" c-. ._- C~~O" SotittlJ , 0 PA CHm"tc~ --...liIGfoODI'III .\fmct o ...- 12-"-95 Ol0694-L II 0.. ___--.___ ................_....I'III'IL ---...--............ ...{J ~ . ..-..-........-. --..,- ---- I=- ~--- , , , ~,.;.,. ~OIDIA'" r...OIAU1lT ---- -- - 19 - ...0 ",0 - 0 -- ...0 _a' 0 . - c..........-... ....u'I,....___-...... - - -- .. ... ~O-__ .~PMt'IDUI~......c._....__..............,.......------1JI ........................--_....--....._.~ ,.......' ....,.,...' ....."., '..., -- o _ . -AfCl~......................-....-........-~.-.~ ................-.,....__11...-._...............................-.--' )<1 ~..&~C 0................ ................ 11II.. .....-.... M-'<III"......,..................... ..... ........... ....-..........,.."......,......,.,',.........."...,........... "'.....,.,.....,..........,........'.-." o ~ . . -...-. 11\ ;!;,~,;>! -- . ..... . . " '" '" . . LAST WILL AND TESTAMF.NT I, JAMES K, TRITT, also known as JAMES KYLE TRITT, of the Township of Upper Allun, County of Cumberland and State of Pennsylvania, being of sound mind, mcmory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time heretofore made. 1. I direct my executrix, hereinafter named, to pay as soon as prac- ticable after my decease all my just debts and the expenses of my last illness and burial. 2. I give, devise and bequeath all of my estate - real, personal and mixed - unto my beloved wife, Harriet R, Tritt, absolutely. 3. Should my said wife predecease me, then and in that event, I give, devise and bequeath my said estate unto my children, Mary Esther Hricko, James S. Tritt and Nancy E. Shaw, equally, share and share alike, 4, I hereby nominate, constitute and appoint my said wife, Harriet R. Tritt, executrix of this my Last Will and Testament, Should my said wife fail to qualify or cease to act as executrix, I hereby appoint my said daughter, Mary Esther Hricko, executrix of this my Last Will. IN WITNESS WHEREOF, I, JAMES K. TRITT, also known as JAMES KYLE TRITT, the Testator, have hereunto set my hand and seal to this my Last Will and Testament this day of /-olav, 3; , 1980. (SEAL) (SEAL) " . Cl!RTIFICATI~ OF t<<71'ICB lHlI!R RllLB 5.6\.!! Name of Decedent: James K. Tritt, a/k/a James Kyle Tritt Date of Death: December 13, 1995 Will No. 21-96-37 Admin. No. 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 April 3, 1996 : Name Address Mary Esther Hricko, 258 SOuth Osmond Street, State College, PA 16801 Nancy E. Shaw, 8312 N. IH 35 - Apt. 130, Austin, TX 78753 James S. Tritt, 3019 Harvard Avenue, Camp Hill, PA 17011 (additional 01'1 back) Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: April 3, 1996 Si~-;~ ~ ~/' Name William L. Sunday Address 39 West Main Street - Ste 1 It\ 15~ - 9- oEl - 8 " Gli= ~ 0;::.0 0 .=~ c" c.> '..-- [::j '-_J " " ;i-o '0 .... ~ . t- ",'1> , 'J oti (j ai ~.- 8~ ~ -;i:.o wa: wE a: 00 Mechanicsburg, PA 17055-6230 Telephone (717) 766-9622 Capacity: Personal Representative x Counsel for personal representative .. .. . '. . I<<71'ICB CP Dl!NEPICIAL Ilf1'I!R&'lT IN ESTATE BEFam THE REGISTER OF WILLS, COONTY OF CUMBERLAND , PENNSYLVANIA In re &state of Jamea K. Tritt, alkla James Kyle Tritt No. 21-96-37 of Cumberland County, PA TO: Nancy E. Shaw B3l2 N. IH 35 - Apt. 130 Austin, TX 78753 , deceased, (beneficiary) Please take notice of the death of decedent and the grant of letters to the personal representative named below. You may have a beneficial interest in the estate as follows: One-third (1/3) (if additional space is needed, use back of page) Name of decedent James K. Tritt, a/k./a James Kyle Tritt Last known address of decedent 7 Greenway Drive, Upper Allen Township, Cumberland Co., PA (Mechanicsburg, PAl 17055) Date of death December 13, 1995 Place of death Carlisle Hospital, Carlisle, PA 17013 County of grant of original letters Cumberland Decedent died X testate. intestate. A copy of the will X is attached. is not attached. Name, address and telephone number of all personal representatives appointed Name Address Telephone Mary Esther Hricko 258 South Osmond Street (814) 238-7008 State College, PA 16801 ,1,,<.:.. ",' ."-:-.;'"',- '. ,~L;~ ',,' -'''''-"'; <'r" .,' , , .~. ff. "" .;. r,:r-;'\t_,; ... . · '".":.~. ~... 7'.i;:~~ lit. . r>;"t' "...l: '. . .1111 '; ..;,: .: .'~ ,,~:' <\l~~~:;:'t ' <:;' 1I'II:;~.., :::(:;::';:"\}'&~~ ", ",I ". ". '. 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U~r_ Allel1. ~lIhip___ _ . .__.___, Cumborl.nd Counly, PI.. d.cII..d end Ihll the wlthln".n Inv.nlory mlde by ..J1o,l;.________ __._ __ __._, Ih. ..ld.JiM.~t.r.ix.-_ ollh. .ntlre 111.1. 01 ..Id d.c.d.nl, conshtlng 01 III fhe personll prop.rfy .nd rill III.f., ..c.pl rill 11101. oullld. Ihl Commanwlllth 01 P.nnsylvenle, .nd fhll fh. ligurll opposlt. IIch Item ollh. Inv.nlory rep....nlll's hlr Yllue II ollh. dll. 01 d.cedenl's deafh. 1996 lffi"i( ''''4 r.,L:. ?l. /.. ~ cutrix ~MAMX~~~~~M.<< Sworn to end subscribed belore me, 258 South Osmond Street No In,,1 Se.ll Charl)'" Y. OU~tri~ro, Nota.ry Public ~eCh~n'c~~urQ Boro. Cunlocrland County y COm"nS5Ie" e'pi,os May 16, 1996 Merrber, f'oms)1vaI>a Assol:Intioo oj NoIJr1n5 Def. of De.lh 13 D.y State College r PA 16801 Addrlll December 1995 Month V.., INSTRUCTIONS I, An Invenfory must be filed within three monlhs eller appointment of p.rsonel ..presentetlve, 2, A supplement Inventory must b. fll.d within thirfy deys of dlscoyery of eddlflonel ""ls, ], Addiflonel sh.ell mey be elleched os to p.rsonelfy or realfy 4. Se. Article IV, Flduclerill Act 011949, III ,; ~ M ~ W ~~ . . ~ S . w . I>. U 0 VI 'l:: . 0 w w c J: '" tl l- I>. ... ..J LL OM GJ .. Z LL ..J ~ Ol::~ I>. w 0 < :i > z '" Z 0 . Ul c C ~~ " VI Z 0 0 '" U Z w < ~.., ... I>. .... C .. .., ... -.: 0 . .lI .... . E - .!! .. " ..J U u: . , Invonlory 01 Iho roal and porBonal 081010 of Jamoll K. Tritt, a/k~..!amoll Kyl"-.:I'.::1.tL docoaaod ..~- _.. ---- .--.- -.---.--- REAL ESTATE: ALL that certain lot of ground and the dwelling and out buildinga thereon erected situate at 7 Greenway Drive in Upper Allen TOWIUlhip, CUrrberland county, Pennsylvania. Tax No. 42-27-1890-010 - Valued @ Appraisal 'rorl\L REAL ESTATE PEIlSQlAL l'KKrxL'lC: 1. 4604.052 she A1IRP Investment GNMA and U.S. Trcas. Fund Mutual Fund Value on date of Death 15.29 70395 96 2. One (1) $100,000.00 Certificate of Deposit 19600252145 issued by PA National Bank - Value on date of Death 10??oo 00 Accrued interest to date of Death 19 17 3. Focus 50 Checking Account 1909-242058 in York Federal Savings and Loan 1Issociation Balance on" "date of Death 642 72 Accrued interest to date of Death 2 08 4. Statement Savings Account 1109-007144 in York Federal Savings and Loan Association Balance on date of Death 61 Accrued interest to date of Death 73 5. Capital Blue Cross - Security 65 (Nov 17) BO 6. Capital Blue Cross - Security 65 (Nov 17) 18 7. A1IRP GNMA and U.S. Treas. Fund - Dividend (Nov 30) 44 8. Pennsylvania National Bank - C/D Interest (Dee 12) 35 9. J. C. Penney Co. - Credit Balance refund 50 10. Capital Blue Cross PA Blue Shield - Premium Refund 22 20 11. Capital Blue Cross - Security 65 6 19 12. Ohio National Life Ins. Co. - Premium Refund 13 77 13. Commonwealth of Pennsylvania - 1995 Tax Refund 3 00 14. Household Goods and Furniture @ Appraisal Wheelhorse 8 HP Riding Mower $ 500.00 Roller 10.00 Lawn Mower 40.00 (2) Wheelbarrows 20.00 CARRIED FOOHl\RD $ 570.00 22094 70 1995 Dec 12 1996 Jan 26 Mar 11 11 11 11 11 11 Apr 19 Sept 6 6 6 6 PBRBCJW.TY PRINCIPAL 1ICXXltW1' aulDlTS l\ccoUntant Il8IcB crodit for the following : OUtstanding check '2080 issued to Leader U.S. Treasury - Direct Deposit of January SOcial security Returned West Shore EMS - Transport - Wheelchair Commercial Acceptance Co. - Account Payable/Ambulance) Leader Carlisle 372 - Account Payable Credit Card Department - Account Payable Mary Esther Hricko - Reimbursement for: Creamation SOciety of Pennsylvania $649.00 Roy Turner - Minister 100.00 Register of Wills, Agent - Payment on Account PA Inheritance Tax $15000.00 Less: 5% 750.00 Hamilton Musser, P.C. - 1995 Tax Returns Register of wills - Filing fees Register of Wills, Agent - Balance PA Inh. Tax Chuck Bricker, Auctioneer - Appraisal William L. Sunday, Esquire - Reimbursement for: 1/18/96-Register of wills-Probate $313.00 (3) Short Certificates 9.00 $322.00 1/23/96-Cumberland Law Journal-Notice 60.00 2/08/96-AT&T - IRS (SS-4) Long Distance FAX 9.14 1.16 10.30 2/22/96-The Sentinel-Notice 78.38 4/03/96-postmaster-Mailing Notices 1.65 4/l2/96-Register of Wills-Short Cert. 3.00 6/l2/96-Edward J. Gagliardi, COnstable Service of Notice on Michael Shaw 30.00 - CARRIED FOOWARD 2. 6.50 625.00 60.00 230.00 80.36 148.72 949.00 14250.00 120.00 28.00 3339.77 40.00 505.33 $ 20382.68 PBIUlClW.TlC l'RINCIPAL AOCDII'l' OUlDlTS (continued) IlRaJQll !alNARD $39503.26 1997 Aug 25 Losa on redemption of 4604.052 aha AARP Inveatment GNMA and U.s. Treasury Fund Value on date of death $70395.96 Proceeds @ redemption 69765.51 Loss $. 630.45 630.45 Loss on sale of Household goods and furniture: Appraised @ $. 2350.00 SOld @ 900.00 Loss $. 1450.00 1450.00 im'AL PERSOOALTlC ~AL lUXXlNr 0UlDl'l'S $. ~.71 4. " PBlUDW/lY INlXJIB ACXXUn' RPlCBIPl'S (OOntinuod) l\ccoontant charge herself with tho following: BIlOlG1l' l'alWARD $ 5687.23 1996 June 7 PNC Bank - Interest (Checking A/C) 27.37 12 Pennsylvania National Bank - Interest (CD,9600252l45) 594.53 28 MRP - Dividend 366.28 July 1 PNC Bank - Interest (CD,3l900032898) 290.90 10 PNC Bank - Interest (Checking Account) 30.81 12 Pennsylvania National Bank - Interest (CD,9600252l45) 575.34 31 MRP - Dividend 367.60 Aug 9 PNC Bank - Interest (Checking Account) 29.59 12 Pennsylvania National Bank - Interest (eol9600252l45) 594.52 30 MRP - Dividend 365.77 Sept 9 PNC Bank - Interest (Checking Account) 30.71 12 Pennsylvania National Bank - Interest (CD,9600252l45) 594.52 Oct 1 PNC Bank - Interest (CD'3l900032898) 282.90 9 PNC Bank - Intreest (Checking Account) 18.16 12 Pennsylvania National Bank - Interest (CD'9600252l45) 575.34 31 MRP - Dividend 373.73 Nov 6 PNC Bank - Interest (Checking Account) 16.59 12 Pennsylvania National Bank - Interest (CD,9600252l45) 594.52 18 MRP - September dividend 371.60 29 MRP - Dividend 371.25 Dee 9 PNC Bank - Interest (Checking Account) 20.41 12 Pennsylvania National Bank - Interest (eo,9600252l45) 575.34 CARRIED l'alWARD $ 12755.01 6. PBIlsaw:rr INCXIIB ACXXUfr RI!X:BIP.1'S (Continued) Accountant chargee herself with the following: BRaGll' I1alWARD $ 12755.01 1996 Dee 31 MRP - Dividend 375.10 ~ta1 $ 13130.11 1997 Jan 2 PNC Bank - Interest (CD.31900032898) 286.06 9 PNC Bank - Interest (Checking Account) 20.60 12 Pennsylvania National Bank - Interest (CO'9600252145) 594.52 31 MRP - Dividend 375.74 Feb 6 PNC Bank - Interest (Checking Account) 19.42 12 pennsylvania National Bank - Interest (CO,9600252145) 594.52 28 MRP - Dividend 368.85 Mar 10 PNC Bank - Interest (Checking Account) 23.75 12 Pennsylvania National BAnk - Interest (CO'9600252145) 536.99 31 MRP - Dividend 374.58 Apr 1 PNC Bank - Interest (CD'31900032898) 283.75 8 PNC Bank - Interest (Checking Account) 21.85 12 Pennsylvania National Bank - Interest (CO'9600252145) 594.52 30 MRP - Dividend 371.35 May 8 PNC Bank - Interest (CheCking Account) 22.88 12 Pennsylvania National Bank - Final Interest (CDI9600252145) 575.34 30 MRP - Dividend 376.34 CARRIED I1alWARD $ 18571.17 7. " PI!RBClW.TlC INCDIB AaXDIl' RIDIPl'S (continued) Accountant chargee heraelf with the following: IlROOGIf'r l'alWl\RD $ 18571.17 1997 June 9 PNC Bank - Interest (Checking Account) 24.11 30 AMP - Dividend 380.39 Ju1 1 PNC Bank - Interest (CD.31900032898) 290.05 10 PNC Bank - Interest (Checking Account) 16.35 31 AMP - Final Dividend 383.42 Aug 8 PNC Bank - Interest (Checking Account) 15.79 Sept 5 PNC Bank - Interest (Checking Account) 18.91 Oct 1 PNC Bank - Interest (CD#31900032898) 311.15 Oct 9 PNC Bank - Interest (Checking Account) 117.90 Nov 7 PNC Bank - Interest (Checking Account) 91.22 Dee 2 PNC Bank - Interest (CDD31900032898 (10/1-12/2)) 212.15 2 PNC Bank - Interest (CDD31808087385 (5/14-12/2)) 2684.10 iUlAL PERSCIUtLTlC INCDIB Aaxun' ~.l'S S 23116.71 PERSCIUtLTlC INCDIB AaXDIl' EXPENDI'lURES Accountant asks credit for the fo11oviD]: 1997 Mar 8 Internal Revenue Service - 1996 Fiduciary Income Tax $ 831. 86 8 PA Dept. of Revenue - 1996 Fiduciary Income Tax 230.00 iUlAL PERSCIUtLTlC INCDIB ACXXUn' EXPENDI'lURES S 1061.86 REAL ESTATE PRINCIPAL Aaxun' DEBITS Accountant charges herself with the real estate described in the Inventory filed in the Register of Wills Office aforesaid in the amount of $ 98000.00 iUlAL REAL ESTATE PRINCIPAL ACXXUn' DEBITS S 98000.00 8. 1996 Mar 11 11 July 11 11 Aug 9 Nov 20 20 Dec 28 28 28 28 1997 Jan 22 Feb 3 Mar Apr '. REAL BSTATB PRINCIPAL ACalUfl' atEDrrs Accountant askB credit for the following: Marlin A. Yohn, Sr. - 1996 county, Township & Library Taxes Mary Esther Hricko - Reimburse: Fire Insurance Mary Esther Hricko - Reimburse: Fire Insurance Central Penn Appraisals, Inc. - Appraisal fee $ 208.68 252.50 252.50 250.00 941.74 77.02 Marlin A. Yohn, Sr. - 1996-97 school Real Estate Taxes PP&L - Electric (10/14-11/14/96) William L. sunday, Esquire - Reimbursement for: united Water Company - Overdue bill with shutoff notice 98.42 259.00 224.88 17.45 33.24 Nationwide Mutual Fire Ins. Co. - Premium UGI utilities, Inc. - Account payable united Water Company - Water (9/10-12/05/96) PP&L - Electric upper Allen Twp. - Sewer PP&L - Electric 154.54 31.84 27 94.78 001 - Gas 7 PP&L - Electric 26.59 31.29 17.45 100.00 2 2 PP&L - Electric (2/19-3/19/97) United Water Company - Water (12/5/96-3/7/97) 14 14 Upper Allen Twp. - Sewer Marlin A. Yohn, Sr. - 1997 County, Twp. and Library Taxes 208.68 25 Ernest E. Latsha, Inc.: Clean and service boiler $190.99 Replace leaking water heater 415.00 605.99 CARRIED E'CRWU) $ 3886.59 9. " REAL ESTATE PRINCIPAL AlXXXNr OUlDITS BIlOOGIfl' J1OOIo/ARD $ 3886.59 Accountant aaIts credit for the following: 1996 May 1 UGI - Gas 69.79 1 PP&L - Electric (3/19-4/16-97) 36.21 14 Nationwide Insurance Co. - Fire Insurance premium 259.00 30 PP&L - Electric (4/16-5/16/97) 33.55 30 UGI - Gas 139.08 June 25 united Water Company - Water 28.50 25 UGI - Gas 45.16 25 PP&L - Electric 35.04 July 14 Upper Allen Twp. - Sewer 100.00 28 PP&L - Electric 49.05 28 UGI - Gas 27.08 Aug 20 Marlin A. Yohn, Sr. - 1997-98 School Taxes 984.55 26 PP&L - Electric 52.96 26 UGI - Gas 28.72 Sept 29 UGI - Gas 21.33 29 United Water Co. - Water 54.26 29 PP&L - Electric 51.55 Oct 20 Upper Allen Twp. - Sewer 100.00 29 UGI - Gas 34.48 29 PP&L - Electric 45.19 Nov 25 Hartman & Associates - survey 1450.00 28 UGI - Gas 57.63 28 PP&L - Electric 39.54 rorAL REAL ESTATE PRINCIPAL ACXXUfl' OUlDITS S 7629.26 10. " ", ADVANCI'JIIPNl'S 1997 sept 22 Nancy Shaw $ 1??oo.00 'rol'AL ADVANCI'JIIPNl'S IW::API'lUl\LATIOO PIlRSCIlALiY: Principal Account Debits Credits $230715.70 41583.71 Balance $189131.99 Income Accoount Receipts $23116.71 Expenditures 1061.86 Balance $22054.85 $ 22054.85 REAL ESTNl'B: Principal Account Debits $98000.00 Credits 7629.26 Balance $90370.74 $ 90370.74 Income Account Receipts 0 Expenditures 0 Balance 0 0 Total Distributable Estate $301557.58 Less: Advancements 1??oo.00 Balance in hands of Accountants for Distribution 5291557.58 The aforesaid Balance consists of the following: Cash $193557.58 Real Estate 98000.00 TOTAL $291557.58 11. J:lIlalOSm SCIIBOOLB <P DISmIIll11'IOO Tho balance for distribution in the hands of Mary Esther Hricko, Executrix under the Last will and Testament of James K. Tritt,deceased, as appesrs by The First and Final Account is: $291557.56 DISl'RIIll1fiOO AND AWARD ro: Mary Esther Hricko - One-third (1/3) of Distributable Estate - Cash $ 67852.52 Undivided one-third (1/3) interest in and to the Real Estate known and numbered as 7 Greenway Drive, upper Allen Township, Cumberland County, Pennsylvania 32666.67 'rol'AL ro MARY JS::>""J.1mI( lIRIaro $100519.19 ro: James S. Tritt - One-third (1/3) of Distributable Estate Cash $67852.53 Undivided one-third (1/3) interest in and to the Real Estate known and numbered as 7 Greenway Drive, Upper Allen Town- ship, cumberland County, Pennsylvania 32666.66 'rol'AL ro JAKFS S. 'DU'l'r $100519.19 $100519.19 ro: Nancy E. Shaw - One-third (1/3) of Distributable Estate Cash $67852.53 Less: Cash Advancement 1??oo.00 Balance of Cash Due $57852.53 Undivided one-third (1/3) interest in and to the Real Estate known and numbered as 7 Greenway Drive, Upper Allen Town- ship, cumberland County, Pennsylvania 32666.67 'rol'AL OOE ~ E. SHAW $ 90519.20 90519.20 $291557.58 'rol'AL BALANCE IN HANDS OF ACXXXmANl' 12. STA'1BmNT OF 'DIE NATURE AND RBABOOS fat 'DIE 1>KX'OSBD AWARD James K. Tritt, a widower, died December 13, 1995 leaving a Last will and Testament dated November 5, 1980 wherein and whereby he gave, devised and bequeathed all of his estate unto his wife, Harriet R. Tritt provided she survived him, and in the event his wife, Harriet R. Tritt, predeceased him, he gave, devised and bequeathed his entire estate to his children, Mary Esther Hricko, James S. Tritt and Nancy E. Shaw, equally, share and share alike. Harriet R. Tritt died May 21, 1994 and therefore Letters Testamentary were issued by the Register of wills on January 18, 1996 to Mary Esther Hricko, the alternate Executrix named in said Will, and Mary Esther Hricko, James S. Tritt and Nancy E. Shaw became entitled to the entire estate of said decedent. All of said legatees, devisees and distributees are sui juris. The said Mary Esther Hricko, James S. Tritt and Nancy E. Shaw have elected to take the real estate of said decedent in kind as set forth in the Agreements for the Sale and Purchase of Real Estate attached hereto. No claims have been pI:'eSE!rIted to the Accountant except those indicated in the Account as filed. HER HRICKO, EXECtJI'RIX ESTATE OF JAMES K. TRI'lT STATE OF PENNSYLVANIA : ss COUNTY OF CUMBERLAND / on the t];(J' day of December 1997, before me, the subscriber, a Notary Public in and for said State and County, personally appeared Mary Esther Hricko, Executrix under the Last will and Testament of JAMES K. TRI'lT, deceased, who, being duly sworn according to law, deposes and says that the facts set forth herein are true and correct to the best of her knowledge and belief. Sworn to and s~rif>ed before me this V l;?f December,/1997. /' t I , 1/ /.. .... ., ',_ --:1 (> ~. (5031 Charlyn . l:(.l nero. Nolnry Public Mochan:c~,bUla oa), Cu;o:b..;,!.ln1 Counly My Comrni$cb:l t):r:irc~ M.:''/ 10, 1l)~O MorrDor. PennSylvJ/llilAs:;ociJllon 01_ 13. -=--- ,.---~ AlilllW.MIWI' mil .....Y. RAUl ANIII'UIlCIIAHY.IIF IIIIAI. F.~'rAlII , 11th II"", IffottlmftMlrd and .rt'fotttJ Inf,"'" tMtt .,lllkltd Ifl1 I III' ii, ""mhtn nr 1M U,..I" Ihi,llIml' AltnCl.llmI pI IIIAI.1UlIlr AllIIN I 11111 ~I!I.I.I!R '_hJ' ... ~1I11 AlII!NII'UII 1I111.I.l1RJ- .-- AlIIINr 11111 IIIJYIIR J t<<JIIC ' t<<Hl ' tuat --I'A. I.ICI!N~II11 IIRllkllR ---I'A. 1.It:/!NSIIIlIIRllkIIR -I'A, 1.I<':IIN~IlIIIlRUkllR 11.11 A,,,"","I ",.d, Ihlt ~~__u___. II., III ._~J!Jf~A!It.~__~ I I 19..9..2.... I. 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A,IP," "',_,.._.______..__.__ ___ LAST WILL AND TESTAMENT I, JAMES K, TRITT, also known us JAMES KYL~ TRITT, of the Township of Upper Allen, County of Cumberland and State of Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void nIl former wills, codicils and other testamentary dispositions by me at any time heretofore made, 1. I direct my executrix, hereinafter named, to pay as soon as prac- ticable after my decease all my just debts and the expenses of my last illness and burial, 2, I give, devise and bequeath all of my estate - real, personal and mixed - unto my beloved wife, Harriet R, Tritt, absolutely, 3. Should my said wife predecease me, then and in that event, I give, devise and bequeath my said estate unto my children, Mary Esther Hricko, James S, Tritt and Nancy E, Shaw, equally, share and share alike. 4, I hereby nominate, constitute and appoint my said wife, Harriet R, Tritt, executrix of this my Last Will and Testament. Should my said wife fail to qualify or cease to act as executrix, I hereby appoint my said daughter, Mary Esther Hricko, executrix of this my Last Will, IN WITNESS ~IEREOF, I, JAMES K, TRITT, also known as JAMES KYLE TRITT, the Testator, have hereunto set my hand and seal to this my Last Will and Testament this day of NcJv, 3; , 1980. "2CI/YJIl.Il/J. II. \.71//$ (SEAL) (-'7 ),. Z~ ": {'.,' rvt-e'1- V:~. >t (SEAL) ./ . . ,. (... 'i' !......,--- _0._- ........ _ _.... ......, , '.J.,. , c Signed, sealed, publiahed and declared by the above named James K.Tritt, also known as James Kyle Tritt, as and for hia Laat Will and Testament in the presence of us, who, at his requeat and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. /"\ J "L 0 /'~) ~/~ .A, t"fJ/).t.j. (I .#~- ./:.L-qj~ / ;:"1 .'...." " ~'" ....- '!'';, <-}; .~ :~). "f~H '," },~ "'.<'" ;;.~ <';:); .,...}) ,..,..i-~ b: " j~ ,:Xl p)~ .,>~:.~ '. .>l_:'0{'~ - .,i~.! ;'.'-'.~~ , .'..-''''J!!.' .<,J~~;.'1. " r.\ ,. IN RE: ESTATE OF JAMES K. TRITl', LATE OF THE 'IQ\'NSHIP OF UPPER ALLEN, CUMBERLAND CXXJNTY, PENNSYLVANIA, DECEASED IN THE <XlURT OF CXX>lMOO PLEAS OF : CUMBERLAND CXXJNTY, PENNSYLVANIA : ORPHANS' CXlURT DIVISION : NO. 21-96-37 . . DI!X:RBB AWARDING REAL ESTATE AND tOt, this I "I' day of 1-"4-; , A. D., 1998, at '/: t. (. o'clock, ~.m., E.S.T., it appearing that The First and Final Account and proposed Schedule of Distribution of Mary Esther Hricko, Executrix under the Last will and Testament of James K. Tritt, late of the Township of Upper Allen, County of Cumberland and state of Pennsylvania, have been duly filed and advertised in accordance with law and Rules of Court, and the said First and Final Account and Proposed Schedule of Distribution have been confirmed by the orphans' Court Division of the Court of CoIlmon Pleas of Cumberland County, Pennsylvania, on January 13, 1998, and it further appearing that Mary Esther Hricko, James S. Tritt and Nancy E. shaw are the sole legatees, devisees and distributees under the Last Will and Testament of James K. Tritt, deceased, and it further appearing that the said Mary Esther Hricko, in her Proposed Schedule of Distribution, claimed credit for the distribution of the hereinafter described real estate in kind to the said Mary Esther Hricko, James S. Tritt and Nancy E. Shaw as tenants in cOlllllOn in equal shares, it is ordered, adjudged and decreed that the hereinafter described real estate is hereby awarded to Mary Esther Hricko, James S. Tritt and Nancy E. Shaw as tenants in COllIIlOn in equal shares, their heirs and assigns, which real estate is described as follows: ALL that certain tract of land situated in Upper Allen Township, . CUmberland County, Pennsylvania, bounded and described as follows, to wit: BBGImING at an existing iron pipe on the western right-of-way line of Greenway Drive (a forty foot right-of-way) at the corner of land now or late ot Alton Paul williams and Frances WillialTlB: thence fran said point of BBGImING, by land now or late of Alton Paul Williams and Frances Williams south sixty-two degrees, thirty-four minutes, thirty seconds West (s 620 34' 30" W) a distance of one hundred eight and ninety-nine hundredth feet (108.99') to an existing iron pin: thence by the same South twenty-two degrees, forty-seven minutes, forty-one seconds East (s 220 47' 41" E) a distance of one hundred twenty-four and twenty-three hundredth feet (124.23') to an existing iron pipe at the corner of land now or late of Kenneth J. and Barbara A. Love and land now or late of Harold D. and Marilyn L. stoner: thence by land now or late of Harold D. and Marilyn L. stoner, land now or late of William R. Gregg and land now or late of Robert G. and Joan S. calvert North sixty-eight degrees, fifty minutes, two seconds West (N 680 50' 02" W) a distance of one hundred forty-eight and ninety-seven hundredth feet (148.97') to an existing iron pipe: thence by land now or late of Robert G. and Joan S. calvert, land now or late of Patrick L. and Tracy E. Leedy, land now or late of Henderson J. and Barbara K. Miller and land now or late of Ronald E. and Doris L. Savage North thirty degrees, thirty-six minutes, forty-two seconds West (N 300 36' 42" W) a distance of one hundred eighty-six and thirty hundredth feet (186.30') to an existing iron pipe: thence by land now or late of Ronald E. and Doris L. Savage, land now or late of Bruce W. and Ruth L. Rudderow, land now or late of David E. and Denise W. Hoke and by land now or late of Thomas J. and Elizabeth A. Walker North fifty-eight degrees, twenty minutes forty-six seconds East (N 580 20' 46" E) a distance of two hundred eleven and ninety-six hundredths feet (211.96') to an existing iron pipe at the corner of land now or late of Harry W. Hartz: thence by the terminus of a forty foot private right-of-way SOuth thirty-one degrees, thirty-nine minutes, thirteen seconds East (S 310 39' 13" E) a distance of forty and forty-five hundredth feet (40.45') to a point: thence by the southern side of said private right-of-way North sixty-six degrees, fifty-two minutes, forty-seven seconds East (N 660 52' 47" E) a distance of forty and forty-seven hundredth feet (40.47') to a point on the western right-of-way line of Greenway Drive: thence by said right-of-way, by a curve to the left, having a radius of one hundred eight feet (R= 108.00') an arc distance of ninety and sixty-six hundredth feet (A/L= 90.66'), said line having a chord bearing of SOuth six degrees, fifty-seven minutes, six seconds East (Chd. Bng.= S 060 57' 06" E) and a chord distance of eighty-eight and two hundredth feet (Chd. Dist.= 88.02') to a point: thence by the same SOuth thirty-one degrees, zero minutes, zero seconds East (S 310 00' 00" E) a distance of sixty-three and eighty-three hundredth feet (63.83') to a point, the place of 1l8GINNING. Said tract contains 47,699.92 square feet or 1.0950 acres. Together with the right, title and interest in and to the following described forty foot private easement or right-of-way, said right-Of-way being referred to in a deed from James Kyle Tritt and Harriet Rose Tritt to Harry W. Hartz and Catherine L. Hartz, recorded March 5, 1960 in the Office of the Recorder of Deeds of and for Cuirberland County Pennsylvania in Deed Book "R", Volume 19, Page 437. BIlIGIRUNG at a point on the western right-of-way line of Greenway Drive at the corner of the above describe tract: thence by the above described tract south sixty-six degrees, fifty-two minutes, forty-seven seconds West (S 660 52' 47" w) a distance of forty and forty-seven hundredth feet (40.47') to a point: thence North thirty-one degrees, thirty-nine minutes, thirteen seconds West (N 310 39' 13" w) a distance of for:ty and for:ty-fi ve hundr:edth feet (40.45') to an existing iron pipe: thence by land now or late of Harry W. Hartz North sixty-six degrees, fifty-two minutes, forty-seven seconds East (N 660 52' 47" E) a distance of one hundred twenty-eight and fifty-nine hundredth feet (128.59') to a point on the nor:thern right-of-way line of Greenway Drive: thence by the northern right-Of-way line of Greenway Drive South fifty-six degrees, thirty minutes, zero seconds West (s 560 JO' 00" W) a distance of nineteen and forty-three hundredth feet (19.43') to a point: thence by the same, by a curve to the left, having a radius of one hundred eight feet (R= 108.00') an arc distance of seventy-four and twenty-seven hundredth feet (A/L= 74.27'), said line having a chord bearing of South thirty-six degrees. forty-seven minutes, fifty-four seconds West (Chd. Bng.= S 360 47' 54" W) and a chord distance of seventy-two and eighty-two hundredth feet (Chd. Dist.= 72.82') to a point on the now western right-Of-way line of Greenway Drive, the place of BBGIHaNG. Said tract contains 2,833.93 square feet or 0.0651 acres. Subject however to any rights of ingress, egress, or regress, granted to Harry W. Hartz, his heirs and assigns, by James K. Tritt, in fact or by reference, in Deed Book "R", Volume 19, Page 437. Being the residual land of that tract which Sarah E. Engle, by deed recorded August 24, 1941 conveyed to James Kyle Tritt and Harriet Rose Tritt, recorded in the Office of the Recorder of Deeds of and for Cumberland County PeMSylvania in Deed Book "P", volume 12, Page 85. And being the residual Part of the tract of land which Robert E. Gray and Priscilla B. Gray, his wife, by deed dated March 3, 1962 and recorded in the Recorder's Office aforesaid in Deed Book "L", Vol. 20, Page 673 granted and conveyed unto James K. Tritt and Harriet R. Tritt, his wife. '1tIe said Harriet R. Tritt died May 21, 1994 whereupon title vested solely in the said James K. Tritt. '1tIe Recorder of Deeds is directed to record this Decree Awarding Real Estate among the Deeds in his official custody and to index the same in the Grantor index against the Estate of James K. Tritt and in the Grantee index to Mary Esther Hricko, James S. Tritt and Nancy E. Shaw pursuant to the Probate, Estates and Fiduciaries COde, section 3536. BY THE COURTr ~ 4t1. // J. CERTIFICATE OP RESIDI'H:B I do hereby certify that the precise residence and complete post office address of the within named grantee is James S. Tritt, 3019 Harvard Avenue, Canp Hill, Pennsylvaniar 17011. (}11~ 11/ , 1998. (7 ---r- :;:- '-<t, ~ ~~nda~ Attorney for Estate of James K. Tritt STATE OF PENNSYLVANIA . . : ss. COONTY OF CUlBERLAND . . REXXJUlBD on this day of , a.d., 1998, in the Recorder's Office of said County, in Deed Book Vol. , Page . Given under my hand and the seal of the said Office, the date above written. Recorder. '. - . . Name, eddreee and telephone number of all couneel !i!!!!! William L. Sunday Addreee Telephone 39 West Main Street - Suite 1 (717) 766-9622 Mechanicsburg, PA 17055-6230 Additional information may be obtained frcm the undersigned. . Date April 3, 1996 Signature #U....~ r/~':'~/ Name William L. Sunday ,~ Address 39 West Main Street - Ste 1 Mechanicsburg, PA 17055-6230 Telephone (717) 766-9622 , Capacity: Personal Representatives X Counsel for personal representatives IfV.I~U.I'IUI ~ ..:5" blf~ ",a9 u~'" INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~~ COMMOHWfAllll or ,,,mUl"AWA Df,...IIMIUI or IfvruUf Dr" 110601 HAlllnUIO, ,.. 111l. 0601 AM lA . I ,At~ Illl "~l IAII /5 - 'I 'h - i-/ 1,01 DATU 0' OIAfH Anll 12/31191 CHICK HIU .. A SPOUSAL 'OVIUT cuon IS CLAIMIO 0 rill HUMIII 21 96 37 COUNIV CODE YEAR NUMBER Ille DIN' (0101'1 I AD II i lil bl a Tritt, James K. a/k/a James Kyle Tri~~ W(IAl SleUllIT HUMI" OAII or DIAIH JDA1I or I'IHI 195-07-6927 12/13/95 6/15/06 pi A,"OIIlI IUI'tMNO SIOUII"I H"""I\.", Itlll ANO IlIlPOU "111.&11 ioc'AfiicUln, HUM"I 7 Greenway Drive upper Allen Twp., Mechanicsburg, PA c...., Cwrberland 17055 AMOUHIII(lIVID ISlt IN"IUCIION51 N A 011. Original R.'urn o A. lImllld E,'all GJ.6, DeCld.nt DI.d Testale IAllo,h copy 01 Will) ALL CORRESPONDENCE' N/A o 3. Remainder R.turn (for dales 0' deolh prior to 12.13.821 0.5. Federal Ellote Toa Relurn Required LJ 2. Supplemenlal Relurn D Aa, Fulure lnler." Compromise - (lor do'.1 01 d.o.h alt.r 12.12.821 o ], Deuden' Molntolned 0 living Trull (Atta::h copy of Tru'l) D CON'IDENTlAL'TAX INFORMAnONSHOULD BE DIRICTED TOI "'0' " , .'''' ,n. , . (OMPU1I MAlliN ADOUU 39 West Main Street, suite 1 I. R.al Ella'. (Sch.dul. A) 2. S'oc" and BondI (Schedul. B) 3. Clo..ly H.ld StocklPartn.nhlp Inl....'ISch.dul. q A, Mortgog.. and Nolel Receivable ISchedule OJ 5. Calh. 8ank Oepo.11I & MlIcellaneou. Personal Properly (Sch.dul. E) 6. Join'ly Own.d P,operty (Sch.dul. f) 7. Trantl", (Sch.dul. Gl (Sch.dul. l) 8. Tolal Gron Anels Ilotol Un.. 1.7) 9, Fun,ral Exp.n.... Administrative COlh, Milcellaneoul hp.nl.1 (Sch.dul. H) 10. Deb". Mortgag. lIobiliti.., lien. (Schedule I) 11. T 0101 O.dudionl(lotaIUn.. 9 & 101 12. Net Value of Estote (lIn. 8 mlnu. lIn. 11) 13. Charitable and Governmentol B.qu..ts (Sch.dule J) lA, Net Value Subject to Tox (Lln. 12 mlnul line 13) 15. Spoulal Tron.fe,. (for dot.. of d.ath after 6.30.9A) S.. Instructlonl lor Applicable Percentoge on Rev.ne (15) Side, (Include voluel from Schedule K or Sch.dule M,I 16, Amounl of lIn. 1 A taxable 01 6% rol. (Indud. valu.. from Sch.dul. K or Sch.dul. M.) 17. Amount of lIn. 14 taxobl. at 15% rate (Indud. valu.. from Schodut. K or Sch.dul. M.l lB. P,lndpal'a. duo (Add to. from Un.. 15, 16 and 17.) 19. Cr,dit( Spoulal Povlrty Credit Prior Paymentl Ol.count + ]4250.00 + 7~0.00 20. II L1n. 191. grealer Ihan L1n. 18, .nler th. dill.renc. on lIn. 20. Thl. II ,h. OVERPAYMENT, 110 21. II L1n. 18 II greater ,han L1n. 19, .n'er th. dill.rence on lIn. 21. Thll II ,h. TAX DUE. A. Enler ,helnlerest on the balance due on Une 21A. B. En'er th.total of lIn. 21 and 21A on lIn. 21B. Thll II th. BALANCE DUE, Make ChICk Payabl. 101 R.gl.l.. .1 Will., Ag.nl Clll'(~ IH'l1' II you (Ill' fl'I1Ut'\lillg n Il.fund of YOUI oVl"IHlVl11l'nl. :IIi GOa GO,., Sle William L. Sunday, Esquire IIU'HONl NUMIII ~ 8, Tolol Number a' Soft Depollt Boa.. . i -EJ'1. 17nt;t;-h?~n ( 1 ) -.980??...oo (2) 70395.96 (3) (A) (S) 152897.74 ( 6) (7) (8) 32]2'l1.70 (9) ]S]0~.~1 :0: .. ;:: :5 E :c u w GO z ~ . a u S (10) 52S.S8 o (II) 15630.91 (121 305662.79 (131 0 (IA) 305662.79 x,_- 0 )( .06. 18339.77 )( .1.5 . 0 (I B) 18339.77 lnt.r..' (16) 305662.79 (17) o (19) 1<;000.00 (20) (21) (2IA) (21B) 3339.77 o 3339.77 ~ anON'; D D Under penolll.. a' perjury. I d.c1are thot I hov. examln.d ,hi, relurn, Including accompanying Ichedul.. and Ilolem.nh. and to the besl a. my knowledge and beli.f, It " lrue, corred and compl.lt. I declar. that all real ..Iole hOI been reportecr at true marb' volu.. Oedaralion of prepar.r olher thon the penonal repr..entative Is based on allin'ormotion of which pr.parer hal any knowledge. lIGNAIUIr: Of PlUON IUI'ON511lr: r I: riliNG IlIUI:N ADDIIU' 258 South Osmond Street ~A' y ", PA ]6801 -.---:-""7 IfJ?? ADO"" 39 West Main Street ~.. ' Mechanicsburg, PA 17055-6230 /f t If'?c. , "'.,110111' 111111 ~~ . COMMONWfA'tH or 'INNlnVANIA INHIIIl.Net ,..IIIUIN _ . .'" IUIDIN' Ofero!H' _ . ISTATI 0' fill NUMBIR . .7I1/lll1S K. Trittl~/k.la ,JII/lllIS Kyle ,Tritt . 21-96-37 (',.port., lelnlly.own.d wllh Rlghl.1 Surwlwo..hlp mUll b. dlsclol.d on Schedul. '1 All ,,01..101. Ihould b. r.p.,I.d 01 fair mar~.lwalu. which II d.fln.d 01 tho price 01 which preporty would b. ..changed b.lw..n a willing buy.. and a willing ..1I.r, n.llh.. b.lng comp.lI.d ,. buy .r ..II, belh howlng !...~!nab!._..!""I~g. oll~.."I.want facll, SCHEDULE A REAL ESTATE .1 ITEM NUMBER l. VALUE AT DATE OF DEATH DESCRIPTION ,.,. ALL'i:hat:"certaiii-lot-oCgrourid' and"the'owellirig"and out buildings thereon erected situate at 7 Greenway Drive in upper Allen Township, CUmberland COunty, Pennsylvania Tax No. 42-27-1890-<>10 Valued @ Appraisal (Copy attached) $98,000.00 \ S 98!,CXlQ!9Q.___ ........ _.... m __._____.__ TOTAL (Also enter on line 1, Rec!!,itulalianl (II more 'poc. il n..d.d. ins.,' additional sh..1s of 10m. size,) ''''UOI'''''''I -~.,~~ 'ttV.:!' eOMMONW'AL'H 0' "NN'YlVAt4tA INHllItANe. 'AX InUIN InlOIN' DleIOIN' SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF James K. Tritt, a!k/a James Kyle Tritt (All p'Dpe"y jolnlly.own,d wilh Ihe Righi 01 SUlvl.,o"hip mint b, diulo..d on Sch,dul, ""') N~T~~ER DESCRIPTION 1. One (1) $100,000.00 Certificate of Deposit .9600252145 issued by PA National Bank Value on date of Death Accrued interest to date of death 9. 10. 11. 12. 13. 2. Focus 50 Checking Account '909-242058 in York Federal Savings and Loan Association Balance on date of Death Accrued interest to date of Death 3. Statement Savings Account 1109-007144 in York Federal Savings and Loan Association Balance on date of Death Accrued interest to date of Death Capital Blue Cross - Security 65 (Nov 17) 5. Capital Blue Cross - Security 65 (Nov 17) 6. AMP GNMA and u.S. Treas. Fund - Dividend 7. Pennsylvania National Bank - C/D Interest 8. J. C. Penny Co. - Credit Balance refund Capital Blue Cross PA Blue Shield - Premium Refund Capital Blue Cross - Security 65 Ohio National Life Ins. Co. - Premium Refund Corrmonwealth of Pennsylvania - 1995 Tax Refund Household Goods and Furniture @ Appraisal Wheelhorse 8 HP Riding Mower Roller Lawn Mower (2) Wheelbarrows Echo Trilllller Lawn Sweeper Assorted Garden tools Troy Bilt Tiller IH Chipper Shreader Ford Lawn Trailer Steel Fence Posts E1ec. wire Auto Washer & Dryer Window Air Conditioner 4. (NoV 30) (Dec 12) CARRIED FORWARD CARRIED FORWARD (Anoch odditionoI8V,- x 11- .h..,. if more 'poce i. n"d,d,1 _ Pleole P,lnl or T~ FilE NUMBER 2H6-37 500 .00 10.00 40.00 20.00 70.00 60.00 20.00 500.00 200.00 100.00 10.00 10.00 150.00 40.00 $ 1730.00 VALUE AT DATE OF DEATH $100,000.00 19.17 642.72 2.08 48012.61 48.73 318.80 69.18 397.44 575.35 1.50 228.20 66.19 132.77 33.00 ~ S 150547.74 It''UII,.. (11" ITEM NUMBER A. 1. ~j~ COMMONWIAUH 0' 'INN.'~'iANIA INHIII'AHCI1AI U'UIH '"IDIN! DICIDIH! SCHIDULI H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plea.e P,lnl a, Tf! James K. Tritt, a/k/a James K Ie Tritt 21-96-37 DESCRIPTION Funeral bpen..., Creamation Society of PA Roy Turner - Minister B. Admlnlllrallve Ca. II' A. C. 1. 2. 3. A. S. 6. 7. 8. 1. 2. 3. Peraonol Rep.."ntotlve Comml..ions Social Secu,ity Number 01 Personal Rep.."ntotive: Veo, Comml..lons paid A"o,nIY Fe.. Family Exemption Claimant Add.... 01 Claimant at decedent's death St..et Add.... City Relationship State Zip Code P,obate Fees Mlleellaneoul bpenl": Register of wills - (3) Short Certificates AMOUNT 849.00 100.00 o 12630.00 313.00 9.00 CUmberland Law Journal - Executrix's Notice 60.00 The sentinel - Executrix's Notice 78.38 Hamilton & Musser, P.C. - Prep 1995 Tax Returns 120.00 William L. Sunday, Esq. - Reimbursement for Long Distance calls to IRS and FAX to IRS for TIN 125-6531417 10.30 Postmaster - Certificates of Mailing for Notices under Rule 5.6 1.65 Register of wills - (1) Short Certificate 3.00 Central PeM Appraisals, Inc. - Appraisal (Real Estate) 250.00 (II mo,. Ipae. II n..d.d, Inl'" addlllonal Ih.... of lam. Ill'.) CARRIED FORWARD S 14424.33 n... SCIJElXJLE II Funeral Expell8Os, lIdninistrativo Coots and Miscellaneous Ellpenaos (<nn'lNUED) J>S1'ATB 00' James K. Tritt, a/k/s James Kyle Tritt BROUGHT FORWARD File Nmber 21-96-37 $ 14424.33 C. Miscellaneous Expenses 9. Reserved for survey of Real Estate 10. Register of wills - Filing PA Inh Tax Return and Inventory 11. Reserved for filing Account, Recording Release, etc. 500.00 31.00 150.00 rorAL (Also enter 00 Line 9, Recapitulatioo) $ }.51OS.33 .... --,- .... -. 4-_______ _____ ____. _.:-- .__ _._ I . RECEIVED FROM: & ACN ASSESSMENT f!I CONTROL 1;1 NUMBER AMOUNT SUNDAY WILLIAM L 39 W MAIN STREET Jvt ."'If,c:;)v.UU ... MECHANICSBURG, PA 170~5 \ ' IOlDHr'" ESTArE INFORMATION. !lINMR iii 21-1996-0037 !I Of DECEDENT (lAST) ~ TRITT JAMES K II DAT 0 PAYMeNT II PO TMARK DATE I COUNTY II CUMBERLAND DATE fD H 1 m TOTAL AMOUNT PAID .14 .e~o.oo I REMARKS MARY BETH HRICKO SK I C/O WILLIAM L SUNDAY I SEAL CHECK" 7 RECEIVED BY j)~, (~,'-';,( Apz/ l MARY CLEWIS X!;;/.fJ?"...I REGISTEROFWILLS REGISTER OF WILLS ~1jf' ~----------------~---------~~-~- I" f /' SSN 195-07-6927 IFIRST) Mil " ",,' ~ .f " . ...~. -.- , -- ,-.- __ rr --"..,...- .. . . to. - ,', -- - ..--. /5-7f-f BUREAU 0' INDIVIDUAL TAXES INHUIlUHC[ "X DIVIIIOH Dr.". 11"11 HARRISIURa, PA 11.,a-0'01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Of INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSNENT Of TAX WILLIAM L SUNDAV ESQ STE 1 39 W MAIN ST MECHANICS8URG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTV ACN 11-19-96 TRITT 12-13-95 21 96-0037 CUM8ERLAND 101 A.aunt R..ltt.d *' '''.\ld II U, lll.t" JAMES K ~ MAKE CHECK PAVABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~ iiE'v: Eilij-Exu"Fji-[o'F96T"NoYicniF-YNHEiiiTANCE" YA'inip'jiii 'AiSEHENi'-;-,\L.i"ciwANCE-iilimuummm- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF TRITT JAMES K FILE NO. 21 96-0037 ACN 101 DATE 11-19-96 TAX RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Elt.t. ISch.dul. Al III 2. Sloch end Bondi ISehedul. BI 121 S. Cla..l~ Held Stock/p..tne.ohlp Int....t ISchedul. CI 151 _. Hart_.lNDt.. Recelvobl. ISchedul. DI I_I S. Caoh/Bonk llepodblHhe. P..ion.l P._rt~ ISch.dul. EI ISI 6. Jolntl~ Owned P._.t~ ISchedul. fl 161 7. T.on.f... ISchedul. 01 171 8. Tot.l A...t. APPROVED DEDUCTIDNS AND EXEMPTIONS: 9. fune..l EKPtn.../Ade. Ce.t./Nlle. E.pen... ISchedul. HI 191 10. Dobt.lND.tg.g. Llobllltl../Llon. ISchedul. II 1101 11. Tet.l Deduction. 12. Net V.lue of Tex R.tum IS. Che.ltobl./Gov.rnoent.l Bequa.t. ISchedul. JI 1_. Het V.lue of blot. Subjoet to Tex ( I CHANGED 98.000.00 70.395.96 .00 .00 152.897.74 .00 .00 181 15,105.33 525.58 1111 1121 11S1 11_1 HOTEl To in lure proper credit to your IKCount. .ubIolt the upp.. port Ion ef thl. fe.. Nlth ~OU. tex P'YflInt. 321,293.70 11; .~~n ql 305,662.79 .00 305,662.79 If an a.......nt was i..u.d previou.lY, line. 14, lS and/or 16, 17 and 18 will r.tl.ct figur.. that includ. the totel of ahb return. a..e..ed to data. ASSESSMENT OF TAX: IS. Aaount of Line 1_ .t Spou..l ..t. IISI 16. Aaount of Line 14 t..obl. .t Llne.l/Cl..1 A ..t. 1161 17. Aaount of Line 14 t..obl. .t Cell.t...l/Cl... e ..t. 1171 18. P.lnclp.l T.. Due NOTE: TAX CREDITS: PAYNENT DATE 03-12-96 09-12-96 RECEIPT NUllllER AA1l2604 AA146721 DISCOUNT 1" INTEREST I-I 750.00 .00 .00 x .00. 305.662.79 X.06. .00 x .15. 1181 AItOUNT PAID 14,250.00 3,339.77 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AfTER DATE INDICATED, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. .00 18,339.77 .00 18,339.77 18,339.77 .00 .00 .00 IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I I;' ~ , I L It: . ~, ~:,.) ()U REstRVATJDHI [.t.t.. of decedent. dylne on or before Dec.-ber 11, 1'.1 -- If ~y future Int.r..t In the ..t.t. I. trln"lrr~ In po.....lon or enJow.ent to CI... . (coll.t.r.l) bInI'lcl.rl.. 0' the dec~t .,t.r thl ..,Irltlon of ~v ..t.t. for Ilf. or for Wllr., the COIIOnWelllh herlby .xpr...lY r...rv.. the rIght to ."rll.. end ...... tren.f.r Jnhlrltenc. T.... .t the lewful CI... . (coll.t.r.l) r.t. on ~y such future Int.r..t. PIJIPDSE '" MlTJCEI To fulfill the r..,lr..," of Section 2140 of the Inhlrltenc. end E.t.t. Tu Act, Act U of 1"1. 12 P.S. Seotlon 11"0. PAYt€NTI Detech \hi top portion of th" NoUc. end IUMIt ..lth your p.,...t to the R....ter of willi prlnt~ on the n.,.r.. .ldI. ufWl.. thick or IKInIIY order p'wlbl. tal REGISTER OF MILLS, AGENT AU p.,..." rec.lved IhIU flnt be 1PP11~ to enw Inter..t which uy be due ..Ith 1ft)' r..lnellr ..1I1e1 to the tax. RE7\IGI (CA)I , refund of . tlX cr~lt, which .... not r....t~ on \hi TI_ R.turn, AY be r....t~ by cOllPhtl". 1ft "Appllc.tlon for R.fund of PennlYlvenl. Inhlrltenc. end E.t.t. T.... (AEV~IJIS). Appllc.tlon. Ir. 8Yl111b1. It \hi Offlc. of the .....ter of Willi, '"' of the ZJ A..,.,.,. a"trlot OfficII, or by 1;11111'1I the IIMOI.I 14-hour ~...rl", ..rvle. nueber. for fore. orderll'lll In Penn.ylvenl. 1-100-561-10'1, out.lde PennlYlvenl. end .Ithln local Hlrrliburl I,.. (717) 717-'1"', TDDI (717) 171~lZSl (HllrlnG 1.,.lr~ Only). QlJECTlONSI Any plrty In Interllt not ..t"fled .Ith the ."rel...,t, .110tMnC1 or dl"UOMInCI of deducUon., or ........,t of tl. Clnoludl.... d"CCQ'lt or In..r..U .. shown on thh Notlc. w.t obJeet .Ithln .Ilety UO) dew. of receipt of "'.. Notice byl ....rltten protl.t to the PA Depertlent of Revenue, aoard of Appell., Dept. 111011, Hlrrlaburl, PA 17121-1021, OR .-.Ieetlon to ...,. the ..t"r ........Inect .t wdlt of the KCCU'lt of the PlrsOf'lllI r.rssent.tlVtl, OR ....,..1 to the 0"....,.. Court. AIIIIIM IITUTlYE COIlI!CTlllIII, '''MI erron d"ccwer~ on thl. .....Dlnt Ihould be Iddr...ed In .rltl.. tOI PA Deper.....t of Revenue, IureIu of Indlvldull T...., ATTNI Po,t A.......,t Aevlew unit, Dlpt. 2a0601, Hlrrlaburl, PA 17121-0'11 Phone (717) 717-61IS. ... PIlI 5 of the bookl.t ''In.tructlon. for Inhlrltenc, Tu R.turn for. A..ldent Decldlnt" (REV-ISOI) for en ...Iinetlon of ~lnl.tr.tl"'IY correetlbls Irror.. If 1ft)' to due .. p.ld .Ithln thr.. (5) c.l..,.r .,th. .ft.r the decedent., dM\h, I flVtI ,.rcent (IX) discount of the to ,.Id I. .11ow1d. The ISX tu: ..,..b non-,.rtlcl,IUon ,.,.Ity I. COIlIIUted on the tot'l of u. to end Inter..t .....Nd, end not paid blfors Janusry II, I"', the flr.t dey .ft.r the end of the to .-nI.ty period. Thl. non-partlelp.tlon ,.,.Ity .. .....Ilbl. In the .... unne" end In the the ... U.. pertod .. you would .....1 the to end Inter..t tNt he. bewI .....Nd II Indlceted on th" notlc.. DllCOI.IfTl PENALTYI INTERESTI Int.re.t it ohIrlld bltlmlne ..Ith first dey of d.llnquency, or nine (9) lanth. end ON (1) dey fr. the det. of dIIIth, to U. ats of "YMnt. TIM" which becMI dell~t before Jlf'lUllry I, 1'12 belr Inter..t .t the ret. of 'III (6%) percent Plr ~ c.lcul.tlld .t . delh nt. of .IOUM. All t.... which bIc_ dllIrMIUW't on end Iftar Jenuary 1, l,a2 ..III baar Int.r..t .t . r.t. which ..111 v.ry fr~ c.llndar y..r to calenda" y.." with that rats ennouncld by the PA Dlperbint of Revenue. The ...lIcIOI. Inter..t ret.. 'or 1..2 through I'" ersl '!!!r Inhr..t R.t. D.IIY Int.r..t Fector !!!r lnt.,...t Rete Dally lnt.,...t Factor 1'12 ZDX .010541 1'"7 tX .000147 I'll IU .000451 1""-1'" 'IX .oonu I'M III .IOOSDl I'" tX .00U47 .,as In .010556 1"'-1'" n .000191 I'" lOX .oaa214 1"5-1'" tX .IDU47 ~~lnter..t I. ellcul.tlel .. follow.1 IKTEREBT . BALANCE OF TAX UNPAID X HUKBER DF DAYB DELINQUENT X DAILY INTEREST FACTOR --Any Notice "1UId Ifter the hM bleaM' delinquent will reflact en In..,...t c.lcullUon to flft.., US) dIy. beyond the dIIt. of the ......IInt. If PlYM"t I. IN. .fter the Interllt CMPUtltlon det. IhoMn on the Hotlcl, additional Int.r..t su.t be c'lcul.tad. , , ~:, . " ,". .' , 'il :1. d. ~'.'" " ,":')!' ~.....;.;~ '.'-';'. "'..'," ..' j~ ,i. ',,"~';~/.:i" <;:, "" , . .: : :~;i~,'~, , '~;>''''I " .":/" . ,:...\' -.t'I"':' 'f, '" ,,' en en r- iI,: " t2 , . . :J CJ 8 r.l C '" 1Il1ll .~ ~ r.l~, ll. '" ~ ' ,.~ . Ii: 0 t-,t-" \> .: " '..~~ ,'II, " :'If J .:"",' '.' ." ..1 ,I. " r'" , I ;, ~',' i;:~ j ".:':,::", \.' ... _, . . 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