HomeMy WebLinkAbout96-00945
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PETITION H>U I)HOUA n: and GHANT OF LETIERS
.-:' No. ~l:!l..Y- - q t.( S-
___ To:
__ Register of Wills for lhe
. lkaasctl. Counly of in Ihe
Social Sccurity No. _ Comlllonwealth of Pennsylvania
The petition of lhe ulll1ersigned respeclfully represents lhat:
Your pelitioner(s). who is/arc 18 years of age or older an Ihe exe~ul(;"'-
in the lasl will of the above deccdent, daled '"
and codicil(s) datcd I I
--
named
, 19_
(SI:III~ relevilnt cirCllm\lilnces. e.g. renunciation, death or ("cculor, ele,)
Decendent was domiciled at dealh in ' . ,
h ': last family or principal residence at -;., . ) ,',
/ - , '
County, Pennsylvania, with
~., . / .
(Ihl sUcci, number ,Jnd mundpalil)')
al DJ~zp~:nt; ~~~~ ~: I ( ;~ars.o.f ~ge. di/e~_ , I ,":', (0 ,j .. /'" ' 19/('
Except as follows, dec:dcnt did not marry. was not divorced and did not have a child born or adopted
afler execulion of the will offered for probate; was notlhe viclim of a killing and was never adjudicated
incompetent:
Decendent at death owned properlY with estimaled values as follows:
(If domiciled in Pd.) All personal property
(If nOI domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa,) Personal property in County
Value of real eslate in Pennsylvania
situated as follows:
S 1('(
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WHEREFORE, petitioner(s) respectfully;equest(s) the probale of the last will and codicil(s)
prt<ented herewith and the grant of lellers -^,' .':; ." ;, .' -:'"' ,- ./
(tcst3mcnl:U)'; adminim:lIion ,",1,3.; administration d.b.n.c.t,a,)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 8S
COUNTY Of CUHBERLAND
The petitioner(s) abovc.named swear(!) or affirm(s) that lhe statements in the foregoing petition are
truc and correct 10 the besl of th~ knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of Ihe above decedent pelitioner(s) will well and truly administer the estate according to law.
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No. 21-96-945
Estotc of KATHRYN GOODALE RITTm
, Dcccoscd
DECREE OF "RODAn: AND GRANT OF LETTERS
AND NOW NOVEMBER 21 19~, in consideration of the petition on
Ihe Feverse side hercof, satisfactory proof having becn prcscntcd before mc,
IT IS DECREED thatlhe instrumcnt(s) dated NOVEMBER 19. 1985 CODICIL AUGUST 2. 1990
describcd therein bc admittcd to probate and rilcd of rccord as Ihc last will of
KATHRYN GOODALE RITTER
and Letters TESTAMENTARY
are hereby granted to JOYCE SCHWARTZ
. 1 t/. '/ {J Jf' -J P ",'1.u
"TrJ} "y ( "Mil -n \1''' (' ..J{ I.IJ"IN.l,:,};llt- (J
Register of Wills
FEES
Probale, Letters, Elc. ......... S 2 3 ~ . 00
Short Cerliricates(6) . . .. . .. ... S 18,00
~~~~~.~~Q~~~~s.. S~
.J~p S 5;00
TOTAL _ S 277.50
Filed .liOY,1;I1J,1t:R .:n.. .~~9p..............
ATTORNEY (Sup, C.. 1.0, No,)
ADDRESS
PHONE
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EXECUTRIX CALLED NOVEMBER 21. 1996
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Register of Wills of Cumberland County
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
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COllllONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. YITAl RECOROS
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ITEM VII: Any and all payment or payments of any oum or oumo, whether in caoh
or in kind and whether for principal or income, payable to any beneficiary under
this, my Last Will and Testament, shall be mnde upon the sole receipt of the respeetiv
individual to whom the payment is made, and free from anticipation. alienation,
assignment, attachment and pledge, and free from control by the creditors of any
such beneficiary,
ITEM VIII: In addition to the powers conferred upon them by law, I authorize
all fiduciaries acting under this, my Last Will and Telltwnent, whether or not named
herein, to have the following powers, to be exercised in their absolute discretion,
effective without court order and until actual distribution:
(a) To retain in the form received, and to sell either at public or private sale
any or all of the assets of my estate, real or personal, including stock of any
fiduciary which might act hereunder. without regard to any principle of diversificatio
or risk.
(b) To invest in all forms of property, including stocks that include the stock
of any corporate fiduciary which might act hereunder, common trust funds and mortgage
investment funds, without restriction to investments authorized for such fiduciaries,
as they deem proper. without regard to any principle of diversification or risk.
(c) To sell at public or private sale, to exchange or to lease, for any period
of time, any real or personal property and to give options for sales, exchanges or
leases, for such prices and upon such terms or conditions as they deem proper.
(d) To allocate receipts and expenses to principal or income or partly to each
as my fiduciaries from time to time think proper in their sole discretion.
(e) To borrow money from any person or institution, including any corporate
fiduciary which might act hereunder, and to mortgage or pledge any or all real or
personal property as they in their solo discrstion shall chooso, without rsgard for
the dispositive provisions of this instrument,
(f) To hold investments in the name of a nominee.
(g) To compromise claims without court approval and without the consent of e:ny
beneficiary.
(h) To make distribution in cash or in kind, or partly in cash and partly in
kind, and in such mannsr as they may determine, and at valuations finally to be fixed
by them.
ITEM IX: I appoint my sister, Joyce Schwartz, executrix of this, my Last Will
and Testament. Should my said sister, Joyce Schwartz, fail to qualify or cease to
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act, I then appoint my brother, Charles Goodale, Jr., executor of this, my Last Will
and Testament.
ITEM X: I hereby relieve my personal representative, trustee, guardians and
e:ny other fiduciaries acting hereunder from the necessity of giving bond, furnishing
sureties or posting security in connection with their duties as such in e:ny juris-
diction in which they may be called upon to act insofar as I am able by law to do so.
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21-96-9/.5
REGISTER 0..' WILLS 0..' COUNTY
OATH 0..' SUnSCRIIUNG WITNESS
codicil
(each) a subscribing witness to the will presented herewith. (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testa! , sign the same and that signed as a witness at the
request of lestat in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
I Address)
Register
(Name)
(Address)
,
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
\JOI-/N L .sCIIIIlJ)..Q /7 i ,Toyc-r-- ,JCNI.{//JR7:Z
(each) a subscriber he~eto, (each) being duly qualified according 10 law. depose(s) and say(s) that /J
l./ J;: /9-~ familiar with the signature ofj\J) THI2. YN (.;'Oo.o~ ",'IT/ L:/d
codicil
test at C)~ of (one of the subscribing witnesses to) the will
that
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presented herewith and
codicil
believes the signature on the will is in the handwriling of
%LJz/lg,"L...1Y GooL)/J<...E R/TT/--"/?
to the best of J2('./02.. knowledge and belief.
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(Address)
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(Nume)
(Address)
21-96-945
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COllIC1I,
I, KATIIRYN GOOllAL~: RITTER, of Camp 11111 110 rough , Cumberland County,
Pennsylvania, declare this to be Lhe sole codicil LO my LIlSL WHI and
Testament daL",1 November 19, 1985,
FIRST: I hereby revoke ITEM IV of my said LasL Will and Testament and in
lieu thereof provide as follows:
"ITEM IV: I give, devise and bequeath the residue of my estate of
every nature and wherever situate in equal per capita shares to: my
brother, Charles Goodale, Jr.; my sister, Joyce Schwartz; and my sister,
Marian Perry. Should any of my above-named brother and sisters pre-
decease me, his or her share of my eslate shall be divided equally among
his or her surviving chlldren."
SECOND: In all other respects, I hereby ratify, confirm and republish my Last
Will and Testament dated November 19, 1985, together with this sole codicil as
and for my Last Will and Testament.
IN WITNESS WHEREOF, I ha ve hereunto set my hand and seal to this sole codicil
to this, my Last Will and Testament, consisting of this single typewritten page,
which bears my signature below, this 2nd day of August, A. O. 1990.
Ma. 9 ~-'-77~"-~ e~
Kathry~oodale Ritter
The foregoing instrument, consisting of this single typewritten page, identified
by the signature of the testatrix, was on the date thereof signed, published and
declared by Kathryn Goodale Ritter, the testatrix therein named, as and for the
sole codicil to her Last Will and Testament, in the presence of us, who at her
request, in her presence, and in the presence of each other, have subscribed our
names as witnesses hereto,
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Residing at 35 II :'I'r'~ 'ti ) )1~fLl~, \ "I~ 110:;~
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COMMONWEALTH OF PENNSYLVANIA
DIPARTMINT OP RIVINUI
OPfICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
*'
RECEIVED FROM,
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ASSESSMENT P:'
CONTROL ...
NUMBER
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AMOUNT
BARBARA SUMPLE-SULLIVAN ESa
101
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549 BRIDGE STREET
NEW CUMBERLAND, PA 17070
'OIDHflf
ESTATE INFORMATION,
1:1 FilE NUMBER
Ii 21-1996-0945 SSN 720-09-6381
I:IJ NAME OF DECEDENT (LASTI (FIRST) 1M II
~ RITTER KATHRYN GOODALE
~ DATE OF PAYMENT
Iii 02/12/97
m POSTMARK DATE
COUNTY
CUMBERLAND
DATE OF DEATH
11/14/96
REMARKS JOYCE SCHWARTZ
C/O BARBARA SUMPLE-SULLIVAN
SEAL CHECKtI 006
m TOTAL AMOUNT PAID
.19,000.00
V2
RECEIVED BY ..' I, ,_ , I", ...! /-',,-V
. SlGNAr",P:E . _..{_,
f,' ,. 'yl -.., I
MARY C. LEWIS -' '. I" j'.'I'.c/' . -
REGISTER OF WILLS I
REGISTER OF WILLS
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21. If lin. 18 is grloter than lint 19, .nt.r Ihl diff,renct on line 21. This r. the TAX DUE.
A, En!., thelnler,,' on th. bolan" due on line 21A,
8. Enl.. th. 10101 of line 21 and 21A on lin. 218, Thi. 11th, BALANCE DUE.
Make Chock Payabl. la, R.gl.I..., Will., Ag.nl
.'~. 1 E SU !:TO .ANSWER ALL QUEStiONS ON REVERSE SIDE AND TO RECHECK AT
Under plnaltlll of perlury, I declar. tho. I have no mined this r.turn, Including occamponylng schedules and 'Iaremlnh, ond to the bill of my .nowl.dg. and beli.f,
It Js truI, corrld ond compl.'t, I declar. tho' 011 rial 11101. has b..n rlportecr allru. market value. Oeclaration of prepare' other than the plnonol 'lpr...nlo!ivl is
ba..d on 011 Information of which prepare' has ony .nowl.dgl.
SIGN UU Of PEUON IUPONS1 '01t'1 G ItnUItN ~IIEU , '," , . I.' 4 ,DAn, , , /\._
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RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
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fOR DAIlS Of DIATH AmR '2/31/91 CHICK HIRI
If A SPOUSAL
POVIRTY CRlDIT IS CLAIMID 0
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D lOIN' HAM II. , II . AND MIDOIlINITIAtI
~OU!'lTY CODE
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~UCU.IITHUMIII DAH 01 0(,1,111 OAII 0' IIUH
11/14/96 3/24/15
328 Everqrcen Sl,
New Cumberland, P^ 17070
Co,,, m~)Crland
AMOUN' UCIMD I$U IN$llIUC 10H$1
11' A""I(A'LI) IU""VlNO .roou I NUlIIIAU, 'II.' AND "IDOt' !NIIIA'1
^
Dl1. Original Return
N/^
N ^
03
05,
L8,
Totol Numb., of Safe Deposit Bo.l."
o 2. Supplemental Return
R.maindlr Return
(lor dal...1 d.alh p,ior to 12.13.82)
federal Ellal. Tox Rltu,n Required
:illS
0:0
0:",
82
o A. limited Ellat' 0 Aa. Future Inle".1 Compromi..
(lor dolO. of d,alh oh.. 12.12.82)
XX 6, Oec.d.nt Di.d Tllloll 0 7. DICldenl Maintained a living TrUll
(Allach copy 01 Willi (Allach copy of Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. )~t "VI '."",.- ,""
HAM (OMmn MAILING ACCIUS
~~.~r~~:,~t;,."
um Ie-Sullivan Esquire
1Uf'HONf NUMIU
774-1445
549 Bridge Street
New Cumberland, PA 17070
.oj
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o
;::
:5
::0
$
III
0:
1, R.al E,lal. (Sch.dul. Al
2, Stock. and 80nd. (Sch.dul. 8)
3. Closely H.ld SlockJPartnlnhip Int.r..t (Schldule q
A, Mortgog.. and NotlS RtCeivoble (Sch.dule 0)
5. Cash, Bonk D.poslll & Miscellaneous Penonal Property
(Sch.dul. E)
6, Jointly Owned P'Op"'y (Schedul. FI
7, Tran"... (Sch.dul. G) (Sch.dul. l)
8. Total Gran An.1s (lotallin.. 1.7)
9. Funeral Explnsls, Admlnistralive Calls, Miscellaneous
hp.n... (Sch.dul. HI
10. O.bh, Mortgage liabilitils, liens (Schedule I)
11. Tolol Deductions (tolollin.. 9 & 10)
12. Net Value of Eslale (line 8 minus line 11)
13, Chorilable and Governmlntol BequlSls 15chedule J)
14. N.t Value Subject to ToJl. (line 12 minus line 13)
15. Spousal Tronsfen (for datlS of death ofter 6.30.941
See Indruellons for Ar,plicobl. Perc.ntage on Rever..
Side, (Include volulS rom Schedule K or Schedule M.)
16. Amount of lint 14 taxoble ot 6% role
(Include voluIS from Schedule K or Schedule M.I
17. Amount of line 14 laxable at 15% rote
(Include valu.. from Schedule k or Schedule M.I
18. P,incipolla. duo (Add 10. I,om lin.. 15, 16 and 17,1
19. C,.dill Spousol Poverty Credit Prior Poymenls
Inletlll
(11
(21 4086",64
(31
(A I
(5) 103421.31
(6) --39517.04
(71__
191-----1Q1!l1.!!!,,__
(101 _-573,47
(81 -,-147024,99
(11) 11054,65
(121 --135970.34
(131 _----500~00_
(141
(151
(161
x,__
n nn
,___.~____._)( .06 _
0.00
(17) _ 135470.34
. .15. _20320.55
'"
i
o
..
S
(18) --20320,55
Discount
Check here If you or., rcqucsting o'fcfund of your overpavmcnt. .
119)
(20)
19950,00
(21) -370.55
(21A)
(218) - 370,55
UV,UO]f..IAA61. ~
II~;:','?(\
_fi/Jup
COMMOHWI,ll1H O' P(NN''1\VANI,t,
INHIRItANCE ,.... .(tUIU
_UIOtH1 DlcrolN1
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
~~ -----='"
FILE NUMBER
/1tJt. - t>cJ1;J5'
RITl'ER, I<ATIlRYN G.
(All property \alnlly,awn.d with Right 01 5urvlvanhip mud b. di,c1alOd an 5ch.dulo F.)
ITEM
NUMBtR DESCRIPTION
VALUE AT DATE
OF DEATH
4056.64
1.
U.S. SAVINGS BONDS
.
Ihltllll_ ...'
~~ ..~) ~~
.'1Wi~
COMMOhwfAtlll O' 'WN!t'tlVAUIIo
INHUIIANCI 'Al .rrUIN
InlDI Nt DfCfOUH
IST,\l{OF ".. --
RITl'ER, KATHRYN G.
N~T~~ER I
A. Funeral Expen'ell
1.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
DESCRIPTION
Myers-Harner Funeral Hane
Funeral lunch
Grave marker
1.
B. Admini,tratlve Ca,II,
2.
3.
4,
C.
1.
2.
3,
4.
5.
6.
7,
8.
Personal Representative Commissions
Social Securily Numbor of Personal Representalive:
Year Cammi..ians paid
AlIarney Fees
Family Exemption
Claimant
Relolianship
Addre.. of Claimant 01 decedenl's death
Slreet Addre..
Cily
Prabale Feos
Mi,cellaneau, Expen,e..
Patriot-News
Stale
CUmberland Law Journal
Postage/long distance telephone calls/mileage
I
I FILE NUMBER
i ItJ1/t.-()OQ!!)'
I
PI.a.. Print or Type
Zip Code
TOTAL (Also onlor an Iino 9, Racapilulation)
(II mare 'pace I, n.ed.d, In..rt additional ,hoet, 01 ,orne ,I...)
AMOUNT
$ 8/038.00
145.75
147,00
0.00
1,500.00
292,50
161,14
60.00
136,79
S
10481.18
'IVI)12 I'. tl'f!
,.
I SCHEDULE I
I u.r DEBTS OF DECEDENT,
~RTGAGE LIABILITIES AND LIENS
Plea.. Print or Type
FILEJ111v _ ()~ 9t/S-
CO/IItMONW(AI'" o. rtNN,,,..,A'IIA
IH"11114NCI f41 IltU'N
InlDINI DI(IDHd
ESTATE OF
RITl'ER KATHRYN G,
ITEM DESCRIPTION AMOUNT
NUMBER
1. Dr,Torchia $ 56,00
2. Holy Spirit Hospital 3.31
3, Messiah Village Nursing Home 122.00
4. Keystone Urology 5,64
5. DBA Orth. Institute of PA 11.52
6. 1996 PA Tax 107,00
7. 1996 Individual Federal Tax 268,00
--. -.----...--.---.
TOTAL (Also enter on line 10, Recapitulation)
{II more space is needed, insert aclditionol sheers 01 some size.'
$
_ _..51.3.11__.-
'1..-')011.11111
ESTATE OF
ITEM
NUMBER
2.
ITEM
NUMBER
~~'-'9.
~ '1\
...
<O......UNwt.ll" C. 'h.Nll,,~.,.I.
I"'HUnAN" 'AX "'U'H
InIDIN'DlceDIH'
SCHEDULE J
BENEFICIARIES
I
L
FILE NUMBER
/qqt- 001~
RITTER, KATHRYN G.
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. Toxable Brtque'l':
I.
Brother balance
Sister per
Sister capita
Nephew $1,000.00
Niece 1,000,00
Niece 1,000,00
Nephew 1,000,00
Nephew 1,000.00
Niece 1,000.00
Charles Goodale, Jr.
Joyce Schwartz
3,
Marian Perry
4,
John C. Schwartz
5.
Mary Jo Wholihan
6,
Lisa Brinton
7.
Joseph H, Perry I "N
ICharles G, Perry
I
jKathryn DeMeulemeester
8.
9.
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmonlal Beque,',:
1.
Trinity Lutheran Church, Camp Hill, PA
500,00
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.a onlor an Iino 13. Recapilulation)
S
500.00
(If more :pac. Is n..d.d, In..rt additional sh..ts of same size)
(I (I n
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LAS1' WlI,J, AllIl TES1'Al1Elfr
OF
KATlmYl1 GOODALE RITTER
I, KATJffiYN GOODALE RIT'fER, of Camp IIill Borough, Cumberland County, Penneylvania,
being of sound and dispoeing mind, memory and understanding, do hereby make, publish
and declare this ae and for my Last Will and Testament, hereby revoking all other
wille and codicils heretofore made by me.
ITEM I: I direct the payment of my debte and expensee of my last illnese
and funeral from my estate as soon as practicable after my decease,
~
, >
(\
.{
ITEM II: I give and bequeath the eum of Five Hundred <1500.00) Dollars to the
Trinity Lutheran Church, of Camp Hill, Penneylvania.
ITEJ1 III: I give and bequeath the sum of One Thousand <11,000.00) Dollars to
each of my nieces and nephews who are living at my death,
ITEM IV: I give, devise and bequeath the residue of my estate of every nature
and wherever eituate in equal per capita eharee to: my brother, Charlee Goodale, Jr"
of Kennett Square, Penneylvania; my eieter, Joyce Schwartz, of
~
and my eieter, Marian Perry, of Grosee Point Farme, Michigan. Should any of my above-
named brother and eietere predecease me, hie or her ehare of my eetate ehall be added
to the eharee for my other above-named eibbinge,
ITEM V: I direct that all INleritance, Estate and Tranefer Taxee, intereet and
~
penaltiee thereon, payable by reaeon of my death with reepect to property comprieing
my eetate, whether or not paesing under this, my Last Will and Testament, shall be
paid from the principal of my residuary estate.
ITEM VI: No provision in this, my Last Will and Testament, is intended to
exercise any power of appointment.
~
<::J!"
ITEl'1 VII r Any lUld n11 pnymon t or paymon to of any oum or oumo, who thoI' in caoh
or in kind lUld whother for principal or income, pnyablo to any bonoficiary undor
thin, my Last Will lUld 'rootcunent, ohall be made upon tho 0010 roceipt of tho renpoctiv
individual to whom tho paymont io made, and froo from anticipation, alionation,
aBBignment, attnclunent and pledge, and free from control by the croditoro of any
Buch beneficiary,
ITEM VII!: In addition to the powerB conferrod upon them by law, I authorize
all fiduciarieB acting under thiB, my LaBt Will and TeBtament, whether or not named
herein, to have the following powerB, to be exerciBed in their absolute diBcretion,
effective without court order and until actual diBtribution:
(a) To retain in the form received, and to Bell either at public or private Bale
any or all of the aBBetB of my eBtate, real or perBonal, including Btock of any
fiduciary which might act hereunder, without regard to any principle of diversificatio
or risk.
(b) To invest in all formB of property, including stockB that include the stock
of any corporate fiduciary which might act hereunder, common trust funds and mortgage
inveBtment fundB, without restriction to inveBtmentB authorized for Buch fiduciarieB,
aB they deem proper, without regard to any principle of diversification or riBk.
(c) To sell at public or private Bale, to exchange or to leaBe, for any period
of time, any real or personal property and to give optionB for Bales, exchangeB or
leaBeB, for Buch priceB and upon such termB or conditionB aB they deem proper,
(d) To allocate receipts and expenBes to principal or income or partly to each
as my fiduciaries from time to time think proper in their sole diBcretion.
(e) To borrow money from any perBon or inBtitution, including any corporate
fiduciary which might act hereunder, and to mortgage or pledge any or all real or
"i~ir.:~:~~t:"" '.' '.v".',':
I,~~,.:;n ~.._~;;~
'",\':'i.. ....t~.. j ..11 d"t...-
r.. '1.- ":;.r .... .. . .." .
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COIllClI,
I, KATIIRYN GOOIJALF. 11ITTF.Il, of Cnmp 111.11 lIorollr,h, ClImherlnnd COllnLy,
Pcnnsylvnnln, dcc1nre this t.o he the sole codicil Lo my Lllsl Will nnd
Testament dllted Novemher 19, 1985.
nIlST: {hereby revoke {TEfl IV of my said LlIsl Will and Testllment IInd in
lieu thereof provIde as follows:
"lTEfolIV: 1 give, devIse and bequeath the resIdue of my estate of
every nature and wherever sItuate In equal per capIta shares to: my
brother, Charles Goodale, Jr.; my sister, Joyce Schwartz; and my sister,
flarlno Perry, Should any of my above-oamed brother and sisters pre-
decease me, hIs or her share of my estate shall be divided equally among
his or her survivIng children,"
SECOND: 10 all other respects, 1 hereby ratify, confirm and republish my Last
Will and Testament dated November 19, 1985, together with this sole codicil as
and for my Last IH 11 and Testament.
IN WITNESS WIIEREOF, 1 ha ve hereunto set my hand and seal to this sole codicil
to this, my Last Will and Testament, consisting of this single typewritten page,
which bears my signature below, this 2nd day of August, A,D. {990.
U~~4 ~~(~-\.-e~
Kathryn l(;oodale Ritter
The foregoing instrument, consisting of this single typewritten page, identified
by the signature of the testatrix, was on the date thereof signed, published and
declared by Kathryn Goodale Ritter, the testatrix therein named, as nnd for the
sole codicil to her Last Will and Testament, in the presence of us, who at her
request, in her presence, and in the presence of each other, have subscribed our
names as witnesses hereto.
~"4lL\
Ilesldlng at 3<) YI :I')l~..... ~ }ll~lfl.i~" m 110.'i'1
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COMMOUW[Al1tt or f)(W~SYlVANI^
orPAH1MWl or nEVWUE
BUREAU OF IN01VIDUAl TAKES
DEPT 280601
tiAURISnUUG, PA 17128.0601
\.
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~
e. .
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. AA211592
IlIY,11h1 [)( 1"-901
RECEIVED FROM:
r
ACN
ASSESSMENT
CONTROl
NUMBER
AMOUNT
BARBARA SUMPLE-SULLIVAN
11-11
&ii!09.&lJ
549 BRIDGE STREET
NEW CUMBERLAND. PA 17070
rolDHERE -
HllOH[R[
ESTATE INFORMATION:
FilE NUMBER
"'5
NAME OF DECEDENT IlASTI
C;C;N 7;:l(\-OQ-~';lel
IFIRSn
lMI)
DATE OF PAYMENT
POSTMARK DATE
7/::10/97
COUNTY
TOTAL AMOUNT PAID
"'209.66
DATE OF DEATH
CW
REMARKS BARBARA 5UMPLE -5ULL I VAN
" '
,
RECEIVED BY : /' ,/ ~ " /1 ii' U "j ,.1/ .I
, '
~~~;S~ER L~~I~ILL/!f i) 1". ..r;-
SEAlCHECKll 1423
~:.::(.r \'JIL:S
.-.-----..- --_._--_._-----_._-----:-~-..~-,
. ". .
. '
~--------- ~_.._---- -.-----..--.-....+- ...,.---.---...-...-.. '.'
.
1,&
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.
--;_.- ......~__u..-_.._:"_.lJlf. __
1:' ,
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PORTIDtl FOR YOUR RECDRDS ....
ifE"v:is4rEiC"FP--niFij'fl-NoYicE--o"-YNHEifiTAiicE-YAx-APPRA"iSEHENT-,--''ii.LOWANCE-OR'-----------------
DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT DF TAX
KATHRYN G FILE ND. 21 96-0945 ACN 101
.'
- ;)/lI/.f}
COMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIOUAL TAKES
IHt.I:RIUHC( tAlt DiviSION
DlPI. taObOI
.."AMlSlUNC, PA 11l:'II-OliOI
NOlin OF INltlRIlANCl UK
Al'PRAISlHlNl, ALLOWANCl OR OISAllOWANCl
or OlOUCllONS ANO ASSlSSHlNT OF IAK
BARBARA SUMPLESULLIVAN ES
549 BRIDGE ST
NEW CUMBERLAND PA 17070
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
11-03-97
RITTER
II-If,- 96
21 96-09f,5
CUMBERLAND
101
r~--
Anaunt ReMitt.d
~
ESTATE DF RITTER
c,~
~~.~
~It2P~ ~,
1Jjj.
'''-Ihlllll' .".tI,
KATllRYN
G
TAK RETURN WAS: (
I ACCEPTEO AS FIlEO
<< X I CHANCEO
SEE ATTACHED
DATE
11-03-97
NOTICE
If an assessment was issued previously, lines 14, IS and/or 16, 17 and IB
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT DF TAX:
15. Anount of Lina 14 at Spous.l ~.t. (15)
16. .noun! of LIna 14 taxable at Lin..I/Clasl A rat. (16)
17. Anount of llna 14 taxable at Collateral/Cla.s 8 rat. (17)
18. Principal Tax Dua
RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: DRIGINAL RETURN
1. Ra.l Est.t. (Schedule Al
2. stocks and Bondi (Schedula OJ
3. Closaly Hald stock/Partnership Int.r.st (Schadule C)
4. Hortg.ga./Nota. Receivable (Schedule OJ
S. Cash/Sank Deposits/Hisc. Personal Property ISchedule El
6. Jointly ONned Property ISchedule Fl
7. Transfers ISchedula Gl
a. Tatal Ass.t.
III
(21
(31
141
151
(61
(71
.00
4.056.64
.00
.00
103.421.31
39,517.04
.00
(81
APPRDVED DEDUCTIONS AND EXEMPTIDNS:
9. Fun.ral Expense./Ad". Costs/Hisc. Expenses ISchedule HI
10. Debts/Hortgage Liabilitie./Lians ISchedule II
11. Total Deductions
12. Het Value of Tax Return
13. Charitable/Governnental aequests; Non-elacted 9113 Trusts ISchedule JI
14. N.t Voluo of E.toto Subjoct to To.
(91
1101
10.481.18
573.47
(111
1121
1131
1141
NDTE:
.00 K .00:
.00 K .06:
135,440.34 K .15:
1181
TAX CREDITS:
PAYHENT
OATE
02-08-97
07-30-97
07-30-97
OISCOUNT (+1
INTEREST/PEN PAlO (-I
1,000.00
.00
.00
RECEIPT
NUHBER
AA185165
AA211592
AA211593
AHOUNT PAID
19,000.00
209.66
160.89
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN,
TDTAL DUE
HOTEl To insure proper
credit to your account,
subnit the upper portion
of this forn Nith your
tax paYlI'lent.
146,994.99
11.0~4 6~
135,940.34
500.00
135,440.34
will
.00
.00
20,316.05
20,316.05
20,370.55
54.50CR
.00
54.50CR
. IF PAID AFTER OATE INDICATEO, SEE REVERSE
FOR CALCULATION OF AOOITIONAl INTEREST.
( IF TOTAL DUE IS lESS THAN 'I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRl, YOU HAY BE DUE
A REFUNO. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I
- ,
RESERVATIONI [Itftt.. 0' decedents dying on or b.for. DacI.b.t Il, 1'82 .. I' any future Int.r.lt In the ..tat. I, tranl'.rr.d
In POIIII.slon or enJoy..nt to CI811 I (eol1a,.r.l) banl'lcl.,I., of the dacad.nt .tt.r thl ..p.ratlon 0' eny Ilt,t. for
11', or for v..r., the Co..onw..tth har.by ..pr'111, r...tv.. thl right to appral.. and .....1 tranl'.r Inheritance T..II
at the lawful Cl111 . (col1.t.r.l) rat. on eny such future Int.r'lt.
PURPOSE OF
HOHCE,
To fulfill thl requlr...ntl of ~.ctlon Zl~O of thl Inhlrltanc. and E.tat. Ta. Act, Act 21 of 199~. elZ P.S.
Section 91ljU.
PAMHTr
D.tach the top portion 0' thl. Notle. and lub.lt with your pay..nt tQ the R.gllt.r of Will, prlntad on the r.varl' Ildl.
u"ak. chIck or .ona, order Pllyabl. tal REGISTER OF MILLS f A';#t::l r
REFUND leR)1 A r.fund 01 a tax cr.dit. which wa. not r.qu..t.d on the Tax A.tu,n. ~'v b. r.qu..t.d by coapl.tlng an "Application
for Refund of P.nnsyl...anl' Inh.rltance and E.tat. Tall" IREY-UUJ. "ppUcatlon. ar. "..,aUabl. at th. Office
of th. A.gl.tar of Will.. any of the Zl R.v.nu. DI.trlct Dfflc... 0' by ~~lllng tha ,~.clal Z~-hour
an,wlrlng ..rvlc. nuaberl for for. I ord.rlngt In P.nn.Ylvanl. l-100-J6Z-Z0S0, DUtllda Plnnlyl...anl. and
within local H.rrllburg .r.. (717) 717-109~. TOOl 17171 77Z-ZZSZ (H..rlng I.palrad Dnlv).
OBJECTlONSI Any p.rtv In Int.r..t not ..thfl.d with tha .pp,...'....nt. allowanu or dhaUow"'ce II. d.dw.Honl, or a.......nt
of ta. (Including dllcount or Int.r..tl a. thown on this Notlc. aust obJ.ct within II~t1 160J day. of r.c.lpt of
thh Notlc. bYI
.-wrltt.n protllt to the PI D.part..nt of R.....nu.. Board of App.al.. Dapt. ZII0ZI. Harrl.burg. PA
-..I.ctlon to hlv' the ..tt.r d.t.raln.d at audit of th. .ccount of the p.rlon.1 r.pr..lnt.tl.....
--.pp..l to the Drphanl' Court.
171ZI-I0ZI,
OR
OR
ADMIN
ISTAA TlVE
CORRECTIONS:
Factual .rror. dllcovlr.d on this ........nt .hould b. .ddr..I.d In writing tOt PI a.part..nt of R.....nu..
Bur.au of Individual T..... ATTN: Po.t A..a....nt A.vl.w Unit. D.pt. Z10601, H.rrllbUrg, PI 17121-0601
Phone 17171 7'7-6505. Saa paga 5 of the bo~l.t "In.tructlonl for Inh.rltanc. Ta. R.turn for a R..ld.nt
O,cld.nt" CREY.ISOl) for an ..plan.tlon of .d.lnlltr.tl....lv corr.ctable arror..
DISCOUNTs
If any ta. dua II paid within thr.. (1) c.l.ndlr .onthl aft.r the d.c.dant'. d..th, . flv. perc.nt C5~) discount of
the ta. p.ld II .Ilowed.
PENALTY I
Th. 15~ ta. aan..tv non-partlclp.tlon p.n.lty I. co.put.d on the total 0' the ta. and Int.,..t ..I.II.d. and not
paid bafor. January 18. 1996. tha flrlt d.y .ft.r thl and of tha ta. .an..ty parlod. This non-p.rtlclp.tlon
pen.lty il .pp..labla In tha I... aann.r and In the the .... tl.. p.riod .1 you would .pp.al tha t.. .nd Int.r..t
that hal b.en .......d a. Indlc.t.d on thll notlca.
INTERESTs
lnt.ralt I. charg.d b.glnnlng with first day of dlllnqu.ncy. or nln. (9) lonthl and on. (1) day frol the data of
de.th, to the data of pay..nt. T...s which bac... d.llnquent b.for. Janu.ry I, 'Q8Z baar Int.r'lt .t the rat. of
.ix U:O p.rcent p.r annuli calculat.d at . dally rat. of .00016lt. AU t.... whir,!' b.c", d.llnquant on and .ft.r
January I. 1,IZ will b.ar Int.r..t at a rat. which will ....ry fro. cal.nd.r y.ar ~ c,t.ndar y.ar with that rata
announcad by the PI Dap.rt.ant of R.vanua. Tha applicabl. Intl,.lt rat'l for l'e. t~'ough 1997 arll
'!!!t Int.ra.t Rat. DailY Int.r..t Factor !!!! In..,..t Rete Dall" Int.,..t ractor
1982 ZOX .Oa05lt1 1917 OX .0002"
1915 lOX .000"]1 1'81-1991 II~ .000301
1'JI' llX .Ooosal 1992 OX .000llo1
1'J1S UX .OaOlS6 1995-1'9,. 1X .oa0192
1916 I'X .OOOZ1~ 1995-1'" OX .0002"
--Intlr..t II calcul.t.d .. folloWll
INTEREST g BALANCE OF TAX UHPAIO X NUMBER OF DAYS OELINQUENT X DAILY INTEREST FACTOR
--anv Notlc. II.uad .f'.r thl t.. baco"1 d.llnqu.nt will r.flect en Int.rllt Cllculatlon to flft..n (IS) day.
b.vond the data 0' the ...a....nt. If p.yaant II .ad. .ft.r the Int.ra.t coaput.tlon d.t. .hown on the
Notlc., eddltlon.1 Int.r.lt aust be calculated.
;S,pl/- 9
CDMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
"
("
*'
BUREAU OF INOIVIOUAl TAKES
....UIUHC[ lAIC DIVISION
Dl:Pf. ZlD,al
ItARAISlURQ, PA Ilua.o,ol
'If.""" ", 111,'"
BARBARA SUMPLESULLIVAN ES
549 BRIDGE ST
NEW CUMBERLAND PA 17070
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-08-97
R !TTER
11-14-96
21 96-0945
CUMBERLAND
101
KATHRYN
G
AMount R.nt H.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To insure proper credit to your account, sub..it the upper portion of this forn with your t.x pay...nt.
II
CUT ALONG THIS LINE .. RETAIN LDWER PDRTIDN FOR YDUR RECDRDS ~
iiilj:i6'iii"EX-AFii-ili3-:m-------...--iNttERiYANC'E-TAif"STiiTEiiE-NT-o,;-iii:"cciuiiT--.-..---------------------
ESTATE DF RITTER KATHRYN G FILE ND,21 96-0945 ACN 101 DATE 12-0B-97
THIS STATE HE NT IS PROVIOED TO AOVISE OF TNE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAK DUE, APPLICATION OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECT EO INTEREST FIGURE.
;!
~ DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 10-27-97
PRINCIPAL TAX DUE.
20,316.05
PAYMENTS (TAX CREDITS).
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
02-08-97 AA185165 1,000.00 19,000.00
07-30-97 AA211592 .00 209.66
07-30-97 AA211593 .00 160.89
11-24-97 REFUND .00 54.50-
,
!i
I
1
TOTAL TAX CREDIT
. IF PAlO AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADOITIONAL INTEREST.
I IF TOTAL DUE IS lESS THAN $1.
HO PAYHENT IS REQUIREO.
IF TOTAL DUE IS REflECTED AS A "CREOIT" ICRI,
YOU HAY BE OUE A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS. I
TDTAL DUE
20,316.05
.00
.00
.00
BALANCE DF TAX DUE
INTEREST AND PEN,
PAVft[HTs
D.tach the top portion ,o( thh Notln end IUb.1t ",lth your pay..nt .ade payabl. to the na.. and addr...
prlnt.d on the r.v.rl. lid..
If RESIDENT DECEDENT aak. check or aoney ord.r payabl. tOI REGISTER OF WILLS, AGENT.
If HQN.RESIDENT DECEDEHT ask. ch.ck or 80n.y ord.,. payable tOI CO"HONWEAL TH OF PENNSYLVANIA.
REFUND (CA)1 A r.fund of a tax cr.dlt, which wal not r.quelt.d on the Tax Raturn, aay b. raqualt.d by coaplatlng an
"Application for Rafund of P.nnlylvanla Inh.r1tann and Eltat. Tax" (REV.I3I3). application. an av.Habla at
the Office of tha Reglater of "llh, any of the Z3 R.vlntM District Offlc.. or fr08 the Dapertaent., Z4.hour
an.",.rlng Ilrvlca nuab.r. for for.. ord.rlngl In P.nnlylvanla 1.800.36Z.Z0S0, outlld. penn.ylvanla
and within local Herrl.burg araa (717) 787.80'4, TDD' (717) 772.Z252 (Ha.rlng IIP.lred only).
,
REPLY TOs
au..tlonl r.gardlng .rror. contalnad on thl, notlca should ba .ddr...ed tOJ PA Dep.rtaant of R.venue, Bur.au
of Individual Tax.., aTTHI POlt AI.al...nt R.vlaw Unit, U.pt. Z80601, Harrl.burg, PA 171Z8.0601, phona
(717) 787.6505.
DISCOl.JIT:
If any tax due I. p.ld within thr.. (3) calandar aonthl .ft.r tha d.c.d.nt., daath, a flva parc.nt (SX) dl.count
of the tax paid Is allow.d.
PENALTY:
The 15X t.x ..na.ty non.p.rtlclpatlon penalty I. co.puted on the tot.1 of the tax and Int.r..t ..I....d, and not
p.ld b.for. January 18, 1"6, the flrlt day aftar tha .nd of the tax aana.ty p.rlod.
INTERESTs
]ntere.t I. charg.d bag Inning with flrlt day of delinquency, or nine (,) .onth. and one (1) day fro. the d.te of
d.ath, to the d.t. of pay.ant. ,.... which bac... dallnquent bafor. January 1, 1'8Z bear Int.r..t at the rat. of
.Ix (6X) p.rcent p.r annua c.lculatld at . dally rata of .000164. All taxal which b.c... d.llnquent on and .ft.r
January 1, 1'8Z will be.r Interalt at a r.t. which ",III vary fr~ c.lendar ye.r to c.l.ndar year with th.t rata
announced by the PA Depart.ent of Ravenue. The appllcabla Intare.t rat.. for 1'8Z through 1998 .r.,
Vear Interalt Rate DailY Int.r.lt F.ctor
Ve.,.
Inter..t Rat.
Dally Int.r..t Factor
U8Z .ax .0005U 1987 'X .000247
1915 16:( .000438 1'88.1991 IlX .000501
1'84 IlX .000301 1992 'X .000Z47
1'85 UX .000556 1'91.1'''' lX .0001'2
1986 lOX .000Z74 1995.1998 .X .000247
..Int.r.lt Is calculat.d ., followlI
INTEREST = BALANCE OF TAX UHPAIO X HUnBER OF OAYS OELIHQUEHT X DAILY INTEREST FACTOR
..Any Hot Ie. II.u.d after the tax becoa.. delinquent will r.fl.ct an Int.ralt calculation to flft.an (IS) daYI
beyond the data of the a..al.a.nt. If pay..nt I. ald. aft.r the Int.r..t coeputatlon data shown on the
Notlc., additional Interelt au.t b. calcul.t.d.