HomeMy WebLinkAbout97-00337
PETITION .'OI~ I-ROllA n: IIntl GRANT (W u:T'flms
li:'/IIII' q! .lI1Y/WI lJ. /?lr.,.e~ No, cQJ-9'1- ;?'QJ....
a/so k!lllWII a,I' ... 1'0:
Reglsler of Wills I'm Ihe
'" , " '/))"'('".1(,", COllnly of Cf1m8E~Ld.NJ>.... In Ihe
Soc/al S('curi/y No, .jql..-. m~IJ':7J~ ..u _ C'>Inl1lollwealth of P,'nnsyll'lInla
The pelillon of Ihe IIlllklslgn,'d I'~sp~clfnily I'CPI""'II\\ Ihal:
YOllllwlilloller(sl. who is/arc 1M yelll'S of IIge 01 older i1nlhe exeelll ~"'/(.X~c..ttj..>i....__._~. named
Inlhe 111'1 wlilof Ih,' Hbovc d",,'delll. dHled "... ".._.__$t!!.._.l2...--., 19~.
and eodldl(s) dHled , .'....m_.
l\lalt' rl'k\'anll'irl'II1H~II\t1l'~', t'.g, 1t'!l\!!1l'illlilltl, lIl'lIth (If C\Cl'lIlnr, etc,)
Decelldenl was domldled a\ dealh III ClimBf.1A.Vf@__,.... .._._ COHnly, Pennsylvania, with
hls..--. hiS! fUI)llly or prindpal I'esidellce al..~"3 Nt ,"'.':J.(,:;..t~ilJi_g~I1p',
...J!!..ifJiAfIlC.s.llJ.lY'f/JSilv'u .sflr;tt,,,-7~.J fJlI..J1P.S,L ....___ ,..
(I (hq ((rl'~'t, 1l1111Ihl'l ;Hhll1llllll:ipulily)
Deeendenl. Ihell ..........7'1 yeill'S nf i1ge. ditod ,. -...-.h"JAr."!' ...._~l.._~ 19.1.1__,
1I1....,~I.'3 tJ_'.._LoC\l~t. 'Pt,RgL.tYlec:..h~(}I~...bv.r"<\_..C5>IJVu,~T~ .
EX~'C'pl as follows, decedcllt did IlOllllarry, was nol (.livorcclfand diclllo! have n child born or adopted
alh~1' cxcl'utioll or the will offl.'rcd I'm probate; was not the victim of a killing and was never adjudicated
incolllpt.'tL'llt: .__________ ..._,.. ._"~_______~..___.~_._~
DCCl'lHk'tlt at death oWlled properly with estimated vnlues us I'ollo\\'s: i.J I.
(If dOllliclled in I'a,) All personal propel'll' LlfcU_7l1!lJ../o,()()O ,,0
(If not domicill'el in Pa,) Persollal property ill Pennsylvania $_~_
(If n"l dDllliciled ill I'a,) l'er\olHlI propel'll' III Counly $
VulllC or I'call.'st:JtL' ill Pellllsvlvllnin $..__
siluat,'d us follows: .. {.o."",j).ED.AfI,._~f'fIMLCL'P.Y..._~Jo!.7JJlfT7/i,llj)!d.._.
. -.... -~~-------.-_.,... _..___..___.______..u_..______.___
.--,----_. ..__._..'.._n__._...._....___________. _.. _"_H,. ,.._..____.... _~. _._
Wf-II;REI'ORE, petilioller(s) l'especll\llIy request(s) Ihe prnbalC of Ihe lasl 1'1,11 and eodlcll(s)
presenled herewllh alld Ihe grail 1 of letlers..___.Te.s.n2I1tenta~..._.._
I fl~'~jllmcntnry; ildlllilliqr<lli\.lll c.LII.; administration d,h,n,c.l.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.T11 OF I'ENNSYI.V ANIA I .,
COUNT\' OF "C..l,{mf:3..fRl,ftNl>.__m... r :..,>;
The J1l'titiOlH'l'(s) ahove-named ~Wl'ilr(.'i) or arnl'll1(s) lhntlhc statelllents in the foregoing pctitioflare
trul' Hod corn.'L.t [0 thL' lll'~t ul thl' kll(lwll'dge allll belief of pctitloner(s) and that as personal represen-
lalll'els) III IhL' dhmL' d""L',klll PCllI1l111<'1(\) \\111 lie'll '~"I1IY ad!llI ~he ze f:cordlng 10 law.
S,"'11\ III (lJ dlllll1lt'l1 and \lIhsCllhed #~11 /'> . t(.'""=... __-:t!.. ~: '"
he)lI'" Ill,' IIIIS 9TH d'1' nl V~a. ____...___ ~'
7IJfJ. AP~~IJ1 c 11 ,~. -~'1f1- - --------,-. ~
n(cLLi..f '(7Me.ut.<J 1~-y,.,(iv/27' ''If . ..... ..... .....--_ il
.. r::l lMIRY C I.EWIS /(l'e/lI<'1 U . -----~_. 2
1'1 ;:')..- ..:..)
,
LAST WI~L AND,TESTAMENT OF ~YRON U. RITTER
I, MYRON U. RITTER, of the Township of Silver spring, County
of Cumperland, and state of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this t.o be my Last will and Testament, hereby revoking
and making void all former Wills by me at any time heretofore
made.
1.
I direct the payment of all my just debts and funeral
expenses as soon as conveniently may be after my decease.
2,
I give, devise and bequeath all my personal and household
effects, as well as my automobiles and the like, to my wife, Jean
A. Ritter, absolutely. Should she predecease me, then the same
shall be given to my three children as equally as may be. Should
there be any disagreement about this di.stribution, then
distribution shall be made by my executors in their sole and
absolute discretion. My executors' decision on this matter shall
be final. Should any of the three (3) children have predeceased
me and have been survived by children of their own, then their
children shall take their shares per stirpes. Should any of the
three (3) children have predeceased me and not have been survived
by children of their own, then their share shall be divided
equally be.tween their surviving brother and/or sisters as the
case may be.
3.
I give, devise and bequeath the sum of Five Thousand
($5,000.00) Dollars to each of my grandchildren as a class gift.
Should any of my said grandchildren be minors at the time of my
death, then their gift shall go to their parents as guardians of
such gift.
4.
All the rest, resldue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situate, I give,
devise and bequeath to Dauphin Deposit Bank and Trust Company,
.1
Trustee acoording to the terms and provisions and under my trust
agreement with said Trustee of the 17/~ day of J1i~~f , 1989,
5.
I nominate, oonstitute and appoint my daughter, Vickie A.
coover, and the Dauphin Deposit Bank and Trust Company to be the
co..executors of this, my Last Will and Testament. If my
daughter, Vickie A, Coover, should predecease me, or for any
other reason be unable to act as co-executor, I appoint my
daughter, Laurie J. Foose, to be the co-executor in her place and
st~ad. If my daughter, Laurie J. Foose, should predecease me, or
for any other. reason be unable to act, or to continue to act, as
such co-executor, I appoint my son, Andrew J. Ritter, to be the
co-executor in her place and stead. I further direct that they
shall not be required to file bond or other security in the
Office of the Register of Wills foX' the purpose of administering
my Estate.
6.
I authorize and empower my paX'sonal representatives, in
their sole and absolute discretion, to purchase or otherwise
acquire and retain any investments of which 1 die seized, or any
real oX' personal property of any naturel to sell, lease, pledge,
mortgage, transfer, exchange, dispose of, or grant options in
regard to any or all property of any kind forming a part of my
Estate for sUch terms and sllch prices as they may deem advisable I
to borrow money for any purposes conneoted with the protection
. and preservation of my Estatel to mortgage or pledge any real or
personal property forming a part of my Estatel or to join in or
secure the partition of same I to oompromise any claims or demands
of my Estate ayainst others or of others against my Estatel to
make distribution in kind and to cause any share to be composed
of cash, property in undivided fractional shares in property
different in kind from any other sharel and to execute and
deliver such instruments as may be necessary to carry out any of
these powers.
2
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FOR DATtS OF Oi:I\TH AFTEA 121311"1 CHIf:CK HERE
If: A !\f'OlJ9Al. rl
p V flTYCR~DITIS CLAIMI!O-L...l-__
FILE NUMbeR
COM~~t'~Viji~\"d:~,.t~'JI1 ~A"IA
T.280001
HARRIS RO, fiA 17121~0801
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
2197-0337
yeAR
NUMBER
D
E
C
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D
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~
DECEOENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl.)
Ritter M ron U,
COUNTY CODE
OECEDENT'g COMPLETE AOOllE99
363 North Locust Point Road
Mechanlc.burg, PA 17055
SOCIAl. SECUAITY NUMBER
192-14-6738
DATE OF OEAHI
03/31/1997
DATE OF BIRTH
01/31/1923
(IF A,PPLICA9l.El SURVIVINO SPOU!H::'S NAME (LAST,FIA5T AND MIDDLE INITIAL) SOCIAL 5!iCUAITY NuMBER
Ritter Jean Ar~stron 188.12-4302
X I. Original Fleturn 2. Supplemenlal Return 03.
4. LImited Estate 4a. FlIture Interest CompromIse
(for dote. 01 dealh after 12-12-62) [j[] 5.
[]J 8, Decedent Died Te.tat. []] 7. Decedent Maintained a Uvlng Tru.t 8,
Maoh co 01 Will) Mach a cop ofT,u"
C P ALL COFlFleSPONDENCe MID CONFIDENTIAL TAX INFOFlMATION SHOULD BE OIFlECTED TO:
~ 2 NAME COMPLETE MAILING AOOAE~S
~ g Tom WalkeE Dauphin Deposit Bank and Trust Company
5 N TElEPHONE NUMeEA 8 West High Street
- T 800 432.7994 Carlisle PA 17013
1. Fleal E"ate (Schedule A) (I) None
2. Stock. and Bond. (Schedule B) (2) None
3, Closely Hold StocklPonnershlo Intere" (Schedule C) (3) 61 , 3 61 , 73
4. Mongage. and Notas Flecelvable (Sohedule D) (4) None
5, Cash, Bank Deposits & Miscellaneous per.onal Propeny (Sch, E) (5) 22,367.18
8. Jointly Owned Propeny (Schedule F) (8) None
7. Transfe" (Schedule G) (Schedule") (7) 8 3 7~1:1
8. Total Gros. Asset. (total Unes 1-7)
9. Fune,al Expenses, Administrative CO"., MI.cellaneou.
expen.es (Sohedule H)
10. Debt.. Mollgage Uabilltle., Uen. (Schedule I)
11. TOlol Deductions (tolol "Ine. 9 & 10)
12. Net Value 01 E"ate ("Ine 6 minus Una 11)
13. Charitable and Governmental Beque.ls (Schedule J)
14. Ne' Value Sub eat to Tax "Ine 12 mlnue Une13)
15, Spou.1Ii Tran.fers (for date. of death after 6-30-94)
See Instructions for Allplloable Percentage on page 2,
(Include value. Irom Schedule K or Schedule M,)
18. Amount 01 Una 14tOJ(able at 6% rate
(Inolude valueslrom Sohedule K or Schedule M,)
17. Amount of "Ine 1410J(eble a115% rate
(Include value. from Schedule K or Schedule M,)
18. Principal tOJ( due (Add tOJ( from Une15, 16 and 17,)
19. Credlt./Sp Poveny Prior Payment. DI.count
o . 00 + +
20. 11 Une191. greater than "Ine 16, enter the dltierence on "Ine 20, This Is the OVellPAYMeNT.
~ 0 ICheck hare If you ara requ!"Ung a refund of your ova",.ymentl
21. II Une1611 g,oater thIn Une 19, enter Ihe dllle,ence on Una 21, TIlI.I.lhe TAX DUE.
A. Enter thelntereet on the balance due on Line 21A,
B. Enter the total 01 Une ?,1 and 21A on Un. 21 B, This I. tho BALANCE DUE.
Make Cftack pa abla 10: Ra Ister of WillI. A anI
.. .. BE SUFlE TO AN5weFl ALL ESTIONS ON PAGE 2 AND TO RECHECK MATH <l <l
County
Cumberland
R
e
C
A
P
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(9)
10.212 .19
(10)
AMOUNT FlECEIVeO(SliE INSTRUCTIONGl
373 2'l2.00
Remainder Fleturn
(lor dote. 01 death prior 1012-13-62)
Federal Estate TOJ( Fleturn Require.
Total Number 01 Sale Depo.lt Boxe.
(8)
920,800.08
Non6
(11)
(12)
(13)
(14)
10,212,19
910.587.89
910.587.89
(15)
880,587.89 ( 0%.
0,00
1,800,00
(16)
30 , 000,00 X ,06'
0,00
~. .'!~~ t. .~!J\.~. ~_t_r:~~.t.. _. _ _......... _.... _ _.._....,.
Carlisle, PA 17013
Dauph In Depa.l t Bank and Tru. t Company
~. _,!~~.t..HIJ\.~ _ ~_t_r:~~_t_. _. _ _. _..... _ ...... _. .........
Carlisle, PA 17013
T
A
X
C
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P
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A
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(17)
Inlere"
Unci" Pln.III'" of p.rjury, I declAr.ltllll n.\III~.mln.d thiS return, Inolv
corflct and compllllll.1 deel.,. that.II/lAllslale has bnn "pen
Which prflparor h&alnylt.nowledge.
SIGNATURE: OF PERSON RFSPONSIElLE FOR FILING RETURN
SIGNATURE OF PAEPARfA OTHER THAN RS"RESENl'ATIVE
~;;ahl (oJ \994 form soflw4r. only c:rSystem~. Inc,
O.OOx ,15.
(15)
1,8.90 , OQ..
(19)
(20)
0.00
0,00
(21)
(21A)
(21B)
1,800,00
0,00
1,800,00-
DATE
Form 1500 (A.;~
AEI/~ IOIOfX+ (l~t17)
COMI1.~~l~~~w~~ANIA
ESTATll OF
SCHEDULE G
TRANSFERS
Pluue Print or T 0
PILE NUMBER
2197.0337
Myron U. Ritter SS# 192.14-6738 03/31/1997
!HIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE a IS YES,
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S
lnoll/d. nlml of lh.lrln,f,r.., lhltt ,~
NUMBER rellllon.hlD 10 dllll,dunl. dll. of f,&nl'lt, OF AS.1ET % INT,
1 Merrill Lynch IRA, Account 360,372.00
No, 87273992 payable to
Jean A. Ritter, Spouse
DOLLAR VALUE OF
DECEOENTINTEREST
360 , 372 , 00
Dauphin Deposit Bank and Trust
Company, Trustee under
Agreement of Myron U, Ritter
dated 04/17/89
3 Federated PA Mun Cash Trust
Fund #08
Accrued Interest
1'/7,780.88 177,780.88
195,71 195,71
18,893.06 10,893,06
42,29 42,29
278,706,46 278,706.46
1,080.77 1,080,77
2 4,721 units Common Stock
Collective Investment Fund
Accrued Interest
4 25,151 units Municipal Bond
Fund
Accrued Interest
TOT~L Also onler on line 7, Reo. lIulatlon
(If moro space Is needed, Insarl additional sheets 01 sama elzo,)
Copy,lghl (0) lllt~ form lollwlre only CPSYI'.m" Inc,
837 071,17
Form 1600 Schedule G (Rev. h~7)
AEV~ \t~411 fK(H.lit)
SCt-IEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEAL rH or rENNSVLVANI^
INHERITANCE TAX OIVIOION
(AVAILABLE FOR DECEDENT.:!, OYING AFTeR 121Jtl91)
ESTATE OF FilE NUMaER
Myron U, Ritter SSII In-II,-GnU 03/l1/1991 2197-0337
This oohedulo mUfil be complotod and hlad if YOll ctlOckod tho spousal pov'Jny credit OOK on the cover shoot,
I PART I - CAI.Q.Y_\..ATION OF GROSlliliTATE, . J
1. TaKablo ASBetf; total fTOl'i1lino 8 (covor ahool) 1. 920,800.08
2. InsurQnco Proceeds on Ufe 01 Oocoden1. 2. 0,00
3. Rotlremont 6<lnollt. . . . 3, 0,00
4. Joint A..ot. With SPOUll<l 4. 0,00
6. PA Lotlery Winning., , , , , ' , , , S. . 0,00
el. Other Nontaxable ASllet.: List (Maoh schedule II neoe.sery), ' , ' , , , . . , . . , el. 0.00
eb,
ec.
ed.
.. SUBTOTAL (Line. 60. b, c, d), , . 6. 0.00
7. Tctal Oros. A..et. (Add line. 1 thru 6). 7. 920,800,08
Incomo:
.. Spouse,
b, Decedent,
c. Joint.
d. Tax Ex.mpt Income.
e. Other Income not Hsred above, , ,
t. Total".,
4. Average Joint Exemption Income Calculation
48. Add Jolnl EKempUon IncoIT'IB from above:
(11) 0,00
.. Total Actu.1 L1abllltle. , . . , ,
9. Net Valua ct E.tate (Subtract line 6 from line 7) , , , , , , , , ,
If line 91, grea!er than $200.000 - STOP. The .,Iatel. not eligible to claim the credit. If not, continue to Pert II. 9. 920,800.08
PART n - CALCULATION OF JOINT EXEMPTION INCOME - (Attach coplell of Federal Individual Inoome
Tax Returns for decedent and II oUlle.
I. TAX YEAR: 1994 2, TAX YEAR:
la. 0.00 2a.
lb. 0,00 2b.
10. 0,00 20.
ld. 0,00 2d,
18. 0,00 28.
11. 0 ,00 21.
8.
0.00
19 95 J,
o ,00 Ja.
o . 00 3b.
0.00 Jo.
0,00 3d.
o ,00 38.
0,00 3t.
TAX YEAR: 1996
0,00
0,00
0,00
0,00
0,00
-0-, 00 .
+ (21)
0,00 +(31)
0,00
4b. Averago .Iolnt Exempllon Incomo .
II line 4(b) I. groeter than $40,000 - STOP. Tho e'talo Is not eligible to claim Ihe credit. If nOI, conllnue to Port Ill.
l PART III ~ CALCULATION OF SPOUSAL, POVERTY CREDIT FOR RESIDENT AND NONRESIDENT
ESTATES '
.
0.00
-+- 3 )
0,00
1. Insert llmoun! of taxablo lransfors to spouso or $100,000, whlch(lver Is loss.
1,
2. Multiply by credit percuntago (soo Instructions)
3. This Is tho amount ollhe Resident Spousal Povorty Crodil. Includo this llgurD
In the calculallon of lotal credits on Ilna 1 9 of the cover shoot ,
4. For Nonre9ldents, Emler tha ratio 01 tho docodont'!l gross oslato In PA to tho vBluo of the
docodent's gross oslalo .
5. MultIply Uno:) by IIno 4 and ontor ltlO total horo, This Is tho amount of Iho Nonresident Spousal
Poverty Crodit. Includf! this figuro In the calClllation of total crodlts onlino 19 of tho cover shoel.
Copyrl:ltlt (r.) I09410rm ~OIlWM& only Cf':>y~lllm9, Inc.
2.
3.
4.
5.
Sohedule (RlI~'. Ih1l2)
./
~
~
Register of Wills of
County, Pennsylvania
CUMBERLAND
INVENTORY
e.lllool Myron U. Ritter
No, 1997-00337
olIO known II
D.I.oIDlllh 03/31/1997
,De<:oU.d Soclol SecuJ11y No, 192 -14 - 6738
Vickie A. Coover and Dauphin Deposit Bank & Trust Co.,
PlIIllOnll R.p.....nl.Uv.(.) ollho .bov. eSI.",de<:._d, v.rlfy Ih.t lho n."", ,""p..rlng In Ih.lollowlng Inv.nlory Includ. III ollhe
plllllOnll ....18 wherever Illu.te .nd all ollhe ,ellut". In Ih. COnvnonwe.nh 01 P.nn,ylvanla ol.ald Deced.nl. Ihallhe valuIUon
pll<led oppoelle eaoh II.m ol.lId Inventory ,epre..n181l8 lair value as ollhe dalO ollhe Dec.denl', deelh. and Ihlll De<:.d.nl owned
no r.aI utate outside 01 Ih. ConvnonweaJth 01 Pennsylvania "copllhat which app.arsln a memorandum at Ihe end ollhl.
Inventory, I me v.rlfy thallh. alal.menl. mad. In Ihla Invenlo,y .,. lIIle and correcl. INI. und.r.land thaI III.. .talemonls herein
are m.d. subject 10 Ihe pen.11Ies 0118 Pe, C,S, SecUon 4904 'elellng to un.worn lel.lllc.llon 10 ,ulhorllles,
Person.1 Ropre.enl.llve
Name 01 Charles E, Shill1ds, III
Allornoy:
1,0, No,: <3 S~t;'lc,?
Addre.s: 6 Clouser Road
Mechanicsbt\r~ , PA 17055
Telephone: 717/766'-0209
V~,~o;;~
Dauphin Deposit Bank & Trust Co.
8 West High Street
Slgn.lu,e:
SlgnellJ,e:
Addre..:
Carlisle, PA 17013
Telephone:
80~2-7994
!U-- t?~ / 7'9' 7
D.led:
Delorlptlon
V.lue
(See C(l1'tirluad~n page (9) . attached)
(Mech IIddlllonal sheels II necessary)
TOI.I:
83,728.91
NO E: The Memorandum 01 real eSlaln outsldo tho Commonwealth of Pennsylvania may, alltle elecUon of the porsonal representative,
Include tho value of each Itom, but such lIgures 9hould not be ex1ondod Into tho tolal of tho Invontory.
Ptlp.r.d by thl Penn.ylvAnla BI' AUo(lllllOn
Copynghl(C) lUS form ,nflwl.tI' ""Iy CPSySl.ml, Inc.
Farm IRW-] (19112)
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF' WILLS
)
(1<11<) C
r,PfJ~,~W~i~~F Df:ATH AFTfiR 12/J.!!.91 CHECK HERE
..!'SIYlilllL~l!fiQJJ..~~____
FILE NUMBER
l!iOOEX 1(1,,9.,
GOM MF~lt.~W~'/fFP.ftftlio'll&~ AAIA
H^AHI!JRH~b,~~'2f1-0001
~197,0337
ft
C
,
DF.CEOENT'9 NAME (LAS';', FIRST, AND MIOml: INHlAL)
R ltt,or M ron U.
COUNTrCOOE
orCEonn':i COMPLETE AOORF.9S
'\61 NClrl.h LO"UN\: Point Road
MocbulllcAburg. P^ 17055
HOCI"!. .'JF.cunlTY NUMBER
19?-1/,-6738
[lATF. or- DEATH
03/11/1997
DATE or OIRTH
()1/31/19~3
g ~
NAME
~ 0 Tom Walker
~ ; TELEPHOAE Nu,"aF.A
T 800 1,32 -799/,
1. Real Estate Schedule A) 1
2. Stocks and Bonds (Schadule B) (2)
3. Closely Held Slack/Partnership Inte,.st (Schedule C) (3)
4. Mo,tgages and Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Pe"onal Property (Sch. E) (5)
8. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (Schedule L) (7)
8. Total G,oss Assets (tolalllnes 1-7)
9. Funeral Expenses, AdminIstrative Costs, Miscellaneous
E'penses (Schedule H)
10. Debls, Mortgage Liabilities, Liens (Schedule!)
11. ;otal Deductions (total Lines 9 & 10)
12. Net Value 01 Estale (Line 8 minus Line 11)
13. Cha,ltable and Governmental aequests (Schedule J)
14. Net Value Subject to Ta, (Line 12 minus Line 13)
15. Spousal T,ansfers (for dates of death after 8~30~94)
Sae Inst,uctlons for Applicable Percentage on page 2.
(lncludo values from Schedule K or Schedule M.)
16. Amollnt of Line 14 taxable at 6% Tate
(Include values from Schedule K 0' Schedule M.)
17. Amount (if Line 14 taxable at 15% rale
(Include values from Schedule K 0' Schedule M.)
18. Prlnclpallax due (Add la' tram Llno 15, 16 and 17,)
19. CradlislSp Poverty Prior Paymenls Discount
0.00 , 1 ,800.00 +
20. If Llna 191s greale, Ihan Line 18, onler the dlffe,ence on Line 20. This Is Ihe OVERPAYMENT.
II] D rCheck her!.!!lou ar. requeltlng a relund 01 your overpayment.1
21. If Line 18 is grAaler than Line 19, enlt'lT the diHerencu on line 21. This Is the TAX DUE.
A. Enter the Interest on the balance due on Une 21A.
B. Enler Ihelotal 01 Lln. 21 and 21A on Lln. 2'18. This Is Ihe BALANCE DUE.
Make Chock Payabl. to: Regllter 01 Willi, Agont
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Under pen.llIes of perlury-;'r3'iC'1i"i8thall have oxamlned this feturn, Includfri9 Iccomranylng 9cheduln and statementl, .nd 10 the beslot my knowledge '00 bftUef, n t. true,
correct end complete, I decl'lrllh.l all real estate has: been fflporled lit !rue market v.tUft. OfICl.,.llon of preparef olher lhan the person.1 representallve II bued on .11 Information of
whlchpreplHerhllllnyknowledge. 1~ 1,.1_ n.. ~d tJ71ltl..... Co-E
.~WIIP.~-"""""p.o' , n . ............,.-aRY !..1'
S10NJ!~.r.t~~..i'!.1\A~SI>(lI"""'\J.~ F!l;1nlh\'d~ETuAN '~o~e~~l~~\ Strell;t:~ A Ytc1'/''''-' OI}17/98
By~{lf:ll"" (I, CD/JL'-I.), Co-Ex ~;;~ii;;f~-,g,.PA---f7i1ij---'''- -,-f1~:'-~\j-:---.n :?J.l.J.J.2L-
S10NATUAEOFPAEPAAEAOTHEATHAAAEPAEBENTATlVE Dauphin Deposit Bank and Trust Company DATE
8, ..w~~t_ .I:li!th_~t_root_. _ __.... _. ___. _ _ _. n_ _ _ __ __ _ ___
Carlislo, PA 17013
Gumbo r 1 and
90CIAl llEcUrllry NUMBER
188 -12 ./,302
(IF APPUCABlE)f1URVIVINO SPOUSE'S NMAE (lA9T,FIAfH MID MIDDLE INITIAL)
Ri tt_'!.!..L,Jean Armatron
Xl, D,lglnal Return
4. I.Imlted Eslate
03.
2. Sup!llemental Return
4.. Future Interest Compromise
(fo, dalas of dealh a"er 12.12.82)
[]] 8, Decedent Died Testale IT] 7. Decedent Maintained a Living T,usl
(Mach coPy of Will) (Attach a copy of Trust)
ALL CORRESPONDENCE AND CONPIOENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
[[] 5.
5.
COMPlIHE MAILING ADDRESS
Dauphin Depoait Bank
8 West High Street
Carlisle PA 17013
R
E
C
A
P
I
T
U
L
A
!
N
one
None
245,446.91
None
22,367.18
None
837,071.17
(9)
16,555.90
(10)
None
(15)
YI::AA
NUMBER
AMOUNl' RECF.IVf!OlflEE INstRUCTIONS)
373 ~J2 .00
Remalndor Aoturn
(for datos of death prior 1012-13-82)
Federal Estate TalC Relum Required
Total Number of Salt Deposh BOlCes
and Trust Company
(5)
1,104,885.26
(11)
(12)
(13)
(14)
16 , 555 ,2Q..
1,088,329,}6
1,088,329.36
1,058,329.36 X Q2'~:__
0.00
(15)
30,000.00 X .06:
1,800.00
Q
(17)
0.00X,15=
C
o
M
C
f
N
Interest
Copyrl~hl (c) 1994 fOlm ,o,i;.re only cPSyslem9, Inc
0.00
(18)
1,800.00
(19)
(20)
1,800.00
0.00
(21)
(21A)
(21B)
0.00
0.00
0,00
Form1500 (Aev. 7-94)
REV -15011 EX + (1Z-lt8)
COM.~~W3lWJVl>>,AN'A
ESTATE OP
_Myron U. Ritt~r
Jolntttntnt{t),
SSII 192.14.6738
SCHEDULE F
JOINTLY-OWNED PROPERTY
03/31/.1997
PILE NUMBER
2197.0337_
NAME
ADDRBS$
RILATIONSHIP TO DECE.!!!!!......
A.
B.
c.
Jointly-owned proptrty'
i1'EM LEnER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OP PROPERTY
HUMBER JOINT OF ASSET % INT. DECEDENT INTEREST
TENANT JOINT
..
, ,
,
,
TOTAL (Also ente, on line 6, RecephulaUon) 0.00
-
Of moro spa(:ft Is neecied, Insert additional sheets of same size.)
Copyrlghl (c) 199-4 iorm loflware only CPSysloml, Inc.
Form 1500 Schedule F (Rev. 1Z:~88)
REV. 15'OEX'" (2.~1)
COMlI.'m~~U~~ANIA
ESTATE OF
SCHEDULE G
TRANSFERS
Pl.... Prl t r T .
FI E NUMIER
2197-0337
Myron !!.._Rltter SS# 192-14-6738 03/31/1997
THIS SCHEDULE MUST IE COMPLETED AND FILEO IF THE ANSWER TO ANV OF THE QUESTIONS ON PAGE 2 1$ VES.
ITEM
NUMBER
1
DESCRIPTION OF PROPERTY
Include name ot thelrlns'''", Ihelr
t.tlUonshln to deeed.nl dlte nf hlnstlf,
Merrill. Lynoh IRA, Account
No. 87273992 payable to
Jean A. Ritter, Spouse
EXCLUSION
TOTAL VALUE
OF ASSET
360,372.00
DECO'S
%INT.
DOLLAR VALUE OF
DECEDENT INTEREST
360,372 .00
Dauphin Deposit Bank and Trust
Company, Trustee under
Agreement of Myron U. Ritter
dated 04/17/89
2 4,721 units Common Stock 177,780.88 177,780.88
Collective Investment Fund
Accrued Interest 195.71 195. n
3 Federated PA Mun Cash Trust 18,893.06 18,893.06
Fund 1/08
Accrued Interest 42.29 42.29
4 25,151 units Municipal Bond 278,706./.6 278,706.46
Fund
Accrued Interest 1,080.77 1 ,080 . 77
.
I
.
TOTAL (Also ante, on line 7, R.capltulatlon)
(If more space Is needed. Insert addlllonel sheets of sa"" size,)
Copyright (c) 1994 tormtoitwlre ont)' CPSystlms, Inc.
837 On.17
Form 1100 Schedule Q (Rev. 2-87)
REV. 16'6EX(1-9')
SCHEDULE N
SPOUSAL POVERTY CREDIT
COMMONWEALTH OF PENNSYLVANIA.
INH6RITANCE TAX DIVISION (AVAILABLE FOR DECEDENTS DYING AFTER 12131191)
ESTATE OF PILE NUMBER
_~ron U. Ritter SS# 192.14.6738 03/31/1997 2197-0337
This schedule must be complol~d and filed If you chec:ked the spousal poverty credit box on th6 covor sheet.
l'I\l~Tl ","CALCUIlATI!)& iQfGRmJ$1'ATE " '.~"" ',iSi",0il'V':"!,\!iii'i,,',.i"'fj~r,i"'!'"'~"!'!\!~r.'J!"i!'i>'!:i,,',:i;'~!m!ii!!:i!'ii", , "'d
1. Taxable Assets lolal from line 8 (cover sheel) . 1. 1 104 885.26
2, Insurance Proceeds on Ufe of Decedent. 2. 0.00
3. Rellrement Benefits . 3. 0.00
4. Joint Assets whh Spouse 4. 0.00
6. PA LoUor)' Winning.,
&.. Oth.r Nonl.x.bl. A...t.: LI.t (Att.ch .ch.dul.lf n.c....ry), , , . , , , .
h.
0.00
lb.
&e.
&d.
&. SUBTOTAL (L1n.. 6., b, c. d), ,
&.
0,00
7. Tol., Gro.. A...,. (Add IIno. 1 thru 6) ,
7.
1,104,885,26
&, Tol.1 Aclu.1 L1.bllltlos , , , ,
9, Not V.luo 01 Esl.,o (Sublr.ctlin. Slrom lin. 7) .
Illin. 91. gr..t.r Ih.n $200,000. STOP. Tho osl,'ols not .lIglbl.,o cl.lm Ih. crodit. II not, conllnuo to P.rt II. 9, 1,104,885.26
,,~~~ill:,.[C~~~P~11{QtlliOl'!'!aQIt'if:!~T'QN'INCQt,.4.~,!(;. . :(j!:lP~'iqt'''~.r.I'I"dlYlduil'''~''
"F,,.i',:ii:;i,'."."';rlPt'liWi1lllli) '1!\'l:lHiCllf' ',inl:l'i'lj'U.'j":"'!"'.!:,!,!',;,.",iiii,,,,,ii""'iii,,' <',"F';":;:"'" "'I",."'"",,,,:'!,,:", 'ii,.,
Incorr.., " TAX YEAR, 1994 2. TAX YEAR' 1995 3. TAX YEAR, 1996
.. Spouse. 1.. 0.00 2.. 0.00 30, 0,00
b. Doc.dent, lb. 0.00 2b. 0.00 3b, 0.00
c. Joint., Ie. 0.00 2c. 0.00 3c. 0.00
d, T.x Exempt Income. ld. 0.00 2d, 0.00 3d. 0.00
., Other Income nOllislod .bovo, 1.. 0.00 2.. 0.00 3.. 0.00
I, TOI"." 11, 0.00 21. 0.00 31. 0.00
4. AI/Grage Joint ExsmpUon Income Calculation
4.. Add Joint Exemption Income from above:
(10 0.00
&,
0.00
+(20.__0.00. +(30
0.00
=
0.00
-;. 3 )
0.00
4b. Average Joint El<empllon Income ,
IllIno 4(b) Is gre.t., th.n $40,000 . STOP. The esl.,o is not eliglblo 10 claim Iho credit. II not, conllnuelo P.rt III.
~~r UI'r:~tTi~~~'ON OF SPOUSAL POVllRTY CREDIT FOR. REl~IDI!Nt~rJNONRI!lSII;l~~:, '",',
=
"":,""
,'.;....,..'
",..",..,
1. Insert Itl'YlOunt of taxable transfers to spouse Of $100,000, whichever Is less,
1.
2, MUlllply by cradll porconl.go (soo in.tructlons) .
3. This Is the amount at tho Hesldent Spousal Poverty Credit. Include thIS figure
In the c:alculallon of lotal credits on Une '19 oltha cover sheet .
4. For Nonrosldents, enter the rallo of the decedent's gross eslate in PA 10 the value of the
docedent's gross e~late .
6. Multiply IIn. 3 by Iin. 4 .nd ont.r Ih. tcl., h.r.. This Is the .mounl ollho Nonrosldent Spou..1
Poverty Credit. Include lhls figure in the calculation of total credits on line 19 of thl! cover sheet.
Copyright (cl 19tH formaoltWlle only CPSYllflm!l, Inc,
2.
3,
4.
6.
Schedule (Rev. '-92)
--
AMENDED
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Eslalaof Nyron U. Ritter
No. 1997-00337
also known as
Oal. 01 O.alh ....Q1.Q1/1997
,O.c.ased Social S.curlly No. 192 -14.6738
Yickie A. Coover and Dauphin Deposit Bank & Trust Co. ,
Personal Raprosanlalive(s) of Ihe .bove Esl.t., d.c.as.d, v.rlly Ihat Ih. It.ms app..rlng In Ihe following Inv.ntory Includ. all of Ihe
personal ass01s wherever shual8 and all of the roal estale In the Commonwealth 01 Pennsylvania 01 said Decedent, that the valuallon
placed opposite each Item of said Inventory represents its lair value as of the dale ollhe Decedent's death, and that Oecedent ownod
no realestale outside of the Commonweahh of Pennsylvania 8xcftpl that which appears in a memorandum at the end of this
lnvantory, I rwe verify thai the slattmants made In this Inventory are true and correcl. I/We understand that false statements herein
are made subjecllo tho p.nallles of 16 Pa. C,S. S.clion 4904 1.lallng 10 unsworn falslllcalion to authorllle..
Nama of Chades E. Shields, .!II
Attorney:
I,D, No.: 171-38-1984
Address: 6 Clouser Road
Mechanicsburll, PA 17055
Talephone: 717 /766 - 0209
Personal Representative
E~T~T~ OF MYRON U. RITTER
Slgnalure: By :( {~"" (i (i~Wt 1.4/JL)
Vic~~ A. .c;99y~",Co7x A
Signature: Br--~w.. )f: ,,~. . /;u. r~._
Dauphin Deposit Bank & Truat Co., Co-Ex
Addr.,,: 8 West High Street
Carlisle, PA 17013
Tel.phone: 800/432.7994
O.led:
2/17/98
O..crlpllon
Value
(See qontinuation'pa~e($) attached)
(Allachaddlllon.' .h..I, If n.c....ry)
Total,
267,814.09
NOTE:, The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
Include the val~18 of each hem, but such fjgures should not be extended Into the Iota I 01 the Inventory.
Preplred bV the P.nnll)'!....nl. Blir Alsocl,llon
Copyright (c) 1996 form ooflw.,. only CPSyslllms, Inc.
Form'RW-7 (I"')
'I'..
o
tei
l{j
~"';"~j
'.: ~,- :\~,
co'j;
n:l h
t()
fX\
.,_~= ~o~
-;~--,$
'.,)C)
, '
, ",,,by oertlfy IMl w. iH,,, I101"'{' ot Ib" filing of Ih!s Sto'f""
, HI'IH,;,ild DislI ihuIiN', ",,{; "I ,I," (I""', liff\O and pi",,!) ,,'
: ;-i(llhfj v,till he pr08tliHE,(j 1(, 111€.1 ((Illft- fOf confltlllllJ:HH1 i,l
~J\f' 1f1~~t rtElV to fllo wdll~H' '-I~'!IH~tiorl& tn_ said 8WWlllOfli '
;,~,~ -<I Dlf,trlhl.ltlnfl, hHB t\tH'\n {IIV(-jf! to eV~JrV unpaid o{Otn-li,
, t.'VBfV ,other port,(lfi l;,f\(.wn 10 thti -fJ\jGOllntfHH to {)L\-.
'"il-'I an IntmmH in Ihv t~!c;kte w,. GH;d1tor, btmoficlurYI 1,,_,_
': ,_d kin
0\ ~,.dci StH-;!):/I'--nl -/,'--_':-_ !\L~lud,-;(I v,.![th the notico,
",. hv rnriifv tho! written notice of the iIIlnll of thig M"'" " .
.:. !HC', ti"'" "nd 111<:00 wl",n the r,amv will bf'l""""'''' .
"Wi tur' (;(]nlhiffli'lt!Orl ::-i1,id of the. liiF.t c.hW toiih~ \I'Jfi\::'"
\:I.'.", s' Id ,l\tC(lunt. 'IWT IWfJ/\ }}lve.n to eVl1rv \Hl/i("
<\1,,; t _ ___:-"'''''1 l)illl!-i pljf'~O(l knOWn to the aCG()lIlj_~~,
"f 1;1'"'''' ,!\ 11",,",,,,01'> 1I.<, -,sWW u,c\,Hdiwr. bUliUlIiCl'"
p! Ill.'lxt ot klf'<
~;S H ,... 19
'"
~ '" "" ~ .., ~
~ -. .~
~~z '" ~ ~
....
,..1 0 -.
p<"'H ~ I-< ~ ~I-<g
fig'" 0 .... H lfj ~~
Z H .... '-' g
oi:1i> .., i:l
~P<H ~ .., fil
o .~ III m t.) ~~Ill'" ~~
~~~ tJl ~ tJl .!<l.....
('-. 0 '" ~c;I~
III '" . III p..
N) Hill ~ ej,... I-< ~
O. 0 H.., .0 1 ~ .., ::< I-<
DU \'Il tJl Ul !::~ <II .,; p., t~
HU o e p< Ul .
~ - I ::< ..
elH \:;;! ~ I-< I'< ~ u
8~~ r:-. III 0 Ul'';
A III '" ~ ~
CT . . u g ~ ~t> 8
~~ t::> III S
~ ~ zA o .
.., H ~ t:1~
~~ ~~ ~! Ul tJl
~ ~ .. 0 w
~ 1
At.) ~, tJl "
r
~J;T1~"3 ~7';~1r\- I'OO'J
841 ~B411".'. u ('IS/
'P840. P..OdOJd4 t ollnq""IP 10 'In
P99J:>9P UO"nQlJl~ 11M I};)UVpJOo,o, UI
pIW'IIUO:> lunoooy-'-mU. ~I.I~
bITT' ( "
Of- q
1'- . - ~
"
D
Dauphin Deposit Bank
an<J 1(4)1 Company
. ,
E_
<
INFORMATION SCHFoDULES--PRINCIPAL
Investments Madel
1992~08-04 2,165 units Munioipal Bopd
Fund
1993-04.05 2,614 units Munioipa1 Bond
Fund
1993-05-04 870 units Munioipal Bond Fund
1994-01~04 2,165 units Municipal Bond
Fund
1994-02-03 2,682 units Municipal Bond
Fund
1994-05-03 1,132 units Municipal BOnd
Fund
1995-08-02 3 units Munioipal Bond Fund
1997-12-18 1,324.841 shares Marketvest'
Funds Inc. Equity Fund #590
Changes in Investment Holdingsl
1997-11-03 Reoeived 28,096.139 shares
Mar~etvest Funds FA Municipal
Bond Fund #591 in exchange of
25,151,units Municipal Bond
Fund at the rate of
111.709830%
1997-11-03 Exchange 25,151 units
Municipal Bond Fund at the
rate of 111.709830% for
28,096,139 shates Marketvest
Funds FA Municipal Bond Fund
#591
1997-11-05 Received 15,655.116 shares
Marketvest Funds Inc. Equity
Fund #590 in exchange of 4,721
units Common Stock Colledtive
Investment Fund at the rate of
331.605923%
1997-11-05 Exohange 4,721 units Common
Stock Collective Ir.vestment,
Fund at the rate of
331.605923% for 15,655.116
shares ,Marketvest Funds Inc.
Equity Fund #590
9
32;740.84
29,,994.78
9,998,95
24/999.58
30,99Q.41
12,599,13
33.78
17,037.46
282'578.34
(28,2,578.34 )
, ,~ - -, ,'.; ,
83,743.21
(8~, 743,21)
1998-10-01 ARK Value Equity Port folio 403,62
-..............---....- 12,614,48
,Interest I
1992-08-03 Navigator FU,nd ' 82.30
1992-09-01 Navigator Fund 86,60
1992-10-01 $12,500 South Western SID PA 44Q,.63
York County Notes 7,05% due
04/01/98
1992-'10-02 Navigator Fund 84,38
1992-ll-02 Navigator Fund 79,9,5
1992-12-01 Navigator Fund 76,74
1992-12-01 $25,000 Palmyra PA Ares Sohool 812,50
District Bonds 6 , 5 % ctue
06/01/95-93
1993-01-05 Navigator Fund 87,20
1993-02-01 Navigator Fund 73.72
1993-03-01 Navigator Fund 64,47
1993-04-'01 $12,500 South Western SID PA 440,63
York County Notes 7.05% due
04/01/98
1993-04-02 Navigator Fund 71.07
1993-05-03 Navigator Fund 30,90
1993-06-01 Navigator Fund 9,03
1993-06-01 $25,000 Palmyra PA Area School ,812;50
District Bonds 6.5% due
06/01/95-93
1993-07-01 Navigator Fund i8,13
1993-08-03 Navigator Fund ,95
1993-09-02 Navigator Fund 9,44
1993-10-01 $12,500 South Western SID PA 440.63
York County Notes '1,05% due
04/01/98
19,93-10-04 Navigator Fund 9.97
1993-11-02 Navigator Fund 11.04
12
','
1996-01.03 Navigator Fund 39.15
1996-02-01 Navigl\tor Fund 34,03
1996-03-04 Navigstor Fund 32.11
1996-04-02 Navigator Fund
1996-05-01 Navigator Fund n,n
1996-06-03 Navigator Fund ,~e \ 68
\
1996-07-01 NavJ.gat<;>r Fund '3$.81
1996-0a-Ol Navigator Fund 3.S,U
1996-09-04 Navigator Fund 39..89
1996-10-02 Navigator Fund u,n.
1996-11-05 Navigator Fund 42,U
1996-12-04 Navigator Fund 42.76
1997-01-06 Federated PA Municipal t,'J41,sh 1,64
Trust Fund #08
1997-01-06 Navigator Fund
1997-02-03 Federated,PA Munioipal Caah
Trust Fund #08
1997-03-04 Federated fA Municipal Cl\sh
Trust Fund #08
1997-04-03 Federatsd PA Municipal Oash 42.29
Trust Fund #08
1997-05-06 Federated PA Municipa,l Cash
Trust Fund #08
1997-06-04 Federated PA Munioipal cash
Trust Fund #08
1997-06-13 Federated I?A Munj,oipal Cash 20,23
Trust Fund #08
1997-0"-08 Federated PA Municiplll C4l11h
Trtlst Fund #08
1997-08-04 Fedarated PA Municipal Qa.h e3
Trust Fund ~oa
1997-09-02 Federated PA t~tlnioJ.pAl, C..h 64,31
Trust Fund ~OR
14
I
1997-10-03 Federatfld PA Municipal Cash 68.62
Trust Fund *08
1997-11-04 Feqerated PA Municipal Cash 73,00
TruDt Fund *08
1997-12-01 , Federated PA Municipal CaDh 77.22
Trust Fund #08
1~97-12-31 Federated PA Municipal Cash 96.5\5
TruDt Fund #08
1998-02-02 Federated PAMunicipal Cash 101.70
Trust Fund #08
19.98-03-02 Federated PA Municipal Cash 34.66
Trust Fund #08
1998-04-01 Federated PA Municipal Cash 9.81
Trust Fund #08
1998c05-01 Federated PA Municipal Cash 11.52
1'rust Fund #08
1998-06-01 Federated PA Municipal Cash 12.04
Trust Fund #08
1998-07-01 Federated PA Munioipal Cash 12.85
Trust Fund #08
1998-08-03 Federated PA Municipal Cash 15.83
Trust Fund #08
1998-09-01 Federated PA Municipal Cash 18.93
Trust Fund #08
1998-10-01 Federated PA Municipal dash 27.11
Trust Fund #08 --.......;-..........-...- 7,043.1i?
Othe~ :
1992-07-14 Transferred from Myron O. and 18.05
Jean A. Ritter T/A - Income
Cash
1992-07-14 Transferred from MyronO. and 39,850.00
Jean A. Ritter T/A - Navigator
Fund
1992-07-15 Received from Myron O. & Jean 69.67
A. Ritter - Joint Aooount 1/2
of Closing Interest
1992-08-04 Common Stock Collective 80.58
Investment Fund
15
....,......".-.., ,-
.'
1992~08-04 Munioipal' Bond Fund 1194.44
1992-09-03 ' Common stook Colhc,tive 402,46 .
Investment Fund
1992-09~O3 Municipal Bond FUnd 864.67
1992-10-02 Common Stock Colleotive 2U,4~
Investment Fund
1992-10-02 Municipal Bf.>nd Fund 8SMi
1992-11-03 Common Stook Colleotive 69,98
Investment Fund
1992-11-03 Municipal Bond Fund 84,1049
1992-12-02 Commcn StoC'k Colleotive . 406.86
Investment Fund
"
1992-12-02 Munioipal Bond &'Imd 846.89
1993'.01-05 Common Stook Collective 2'34,91
Investment Fund
1993-01-06 Municipal Bond Fund 846.89
'Common ' ,
1993-02"03 Stock ColleC1t:ive ~O,'03
Investment. Fund
1993-02-03 Municipal Bond Fund 842.'58
1993-03-02 . Common Stock Collective 379.00
Investment Fund
1993-03-03 Municipal Bond Fund 835,06
1993-04-02 Common Stook Collecti vo 252.56
Investmont Fund
1993-04-05 Municipal Bond Fund 828.26
1993-05-04 Common Stock Colleot.ive 95.78
InvostmantFund
1993-05-04 Municipal ,Bond Fund 972.81
1993~06-02 Common Stook Colleotive 464.96
Investment Fund
"
1993-06-03 Municipal Bond Fund 1,019,40
1993-07-02 Common Stook Co1lootiva 210.12
Invtletment Fund
1993-07-02 Munioipal Bond Fund, 1,008.12
16
1995*06*02 Comtnon Stook CO,l1eoti ve 471. 96
Investment Fund
1995-06*02 Municipal Bond Fund 1,220.43
1995-07-05 Common StocK 'Collective 374.27
Investment Fund
1995'-07-05 Municipal Bond Fund 1,214.24
1995-08-02 Common Stock Colleotive 178,63
Investment Fund
1995-08-02 Municipal Bond Fund 11198.88
1995-09-05 Common Stock Collective 386.19
Investment Fund
1995-09-05 Municipal Bond Fund 1,200.U
1995-10-03 Common Stock Collective 318.08
Investment ,'und
1995-10-03 Munioipal Bonrl Fund 1,196.30'
1995-11-02 Common Stock Collective 249.30
Investment Fund
1995-11-02 Municipal Sond Fund 1,190.72
1995-12-04 Common Stock Colleot~ve '441 . 71
Investment Fund
1995-12-04 Municipal. Bond I;'unrl 1,195.80
1996-01-03 Common Stock Col1eotive 289.09'
Investment Fund
1996-01-03 Municipal Bond Fund 1,195.95
1996-02-02 Common Stock Co11eotive 264.88 '
Investment Fund
1996-02-02 Municipal Bond Fund 1,196.55
1996-03-04 Common Stock Col1eotive 400.87
Investment Fund
1996-03-04 Municipal Bond Fund 1,170.37
1996-04-01 Common Stock Co1leotive 281.11,
Investment Fund
1996-04-01 Municipal Bond Fund 1,211.72
,1996-05-02 Common Stock Collective 196.92 '
Investment Fund
19
'II' :t'
l~96-05-0'1 Munioipal Bond Fund 954.81
1996-06-03 Common Stook COllective 187.06
Investment Fllnd
1996-06-04 Munioipal Bond Fund 988.41
1996-07-01 Common Stook Colleotive '205.91
Investment Fund
1996-07~01 Municipa 1 Bond Fund 1,002.27
1996-08-01 Common Stock Colleotive 201. 36
Investment Fund
,
1996-08-02 Municipal Bond Fund 1,045.10
1996-09-04 Common Stock Colleotive 196.92
Investment Fund
1996-09-04 Municipal Bond Fund 1,04~.51
1996-10-01 Comn\on ,Stook Collective 195.42
Investment Fund
, 1,002.57
1996-10-02 Municipal Bond Fund
, ,
1996-11-05 I Common Stock Collective 201.46
Investment Fund
1996-11-05 Municipal Bond Fund 1,018.04
1996-12-03 Common Stock Collective 19.5.44
Investment Fund
1996-12-03 Municipal Bond Fund 999.85
1997-01-03 Municipal Bcnd Fund 1,206.35
1997-01-06 Common Stook Co1l~ctive 207.97
Investment Fund
1997-02-04 Common Stock Collective
Investment Fund
1997-02-05 Municipal Bonc;l Fund
1997~03;'04 Common Stock Colleotive
Investment Fund
1997-03-04 Municipal Bond Fund
1997-04 -03 Common Stook Collective
Investment Fund
1997-04 -03 Municipal Bond Funfl 1,080.77 ,
20
, .
1997-05~05 Common Stock Co11eotive
Investment Fund
1997-05~05 Munioipsl Bond Fund
1997-06-03 Munioipal Bond Fund
1997-06-04 Common Stook Co11eotive
Investment Fund
1997-07-02 Municipal Bond F!Jnd
1997-07-03 Common Stook Colleotive
Investment Fund
1997-08-04 Municipal Bond !'und
1997-08~06 Common Stook Colleotive
Investment Fund
1997-09-03 Munioipal Bond Fund
1997-09-04 Common Stook Colleoti~e
Xnvestment Fund
1997-10-02 Municipal Bond Fund
1997-10-03 Common Stock Co1leotive
Investment Fund
1997-11-03 Municipal Bond Fund
1997-11-04 Common Stock Collective
. Xnvestment Fund
1998-08-20 MY7:on U. Ritter Grantor Trust
Aooount - Inoome Cash
Total Reoeipts, of lllOome .
21
206.4G
1, 044 . 39
l,Oi4;?3
21'7.23
1,009.5~
218.60
1,039.34
221. 76
1,037.94
231.18
1,012.22
163.40
1,037.96
186.99
, .,
432.39
------------- 124,898~54
..........-..................-
144,.556,69
..........",..-..
" ~, " ..
. DISTRIBUTIONS OF INCOME TO BEN~FICIARIES
1992~08-10 Myron U. Ri t ter - Inoome 750.00
Ohtributi()n
1992-09-10 Myron U. Ritter - Inoome ,750.00
Distribution'
1992-10-13 Myron U. Ritter - Inoome 750,00
rJistribution
1992-11-10 Myron U. Ritter - Income 750.00
Distribution
1992'-12-10 Myron U. Rit ter - Income 750..00
Distribution
1993-01-11 Myron U. Ritter - Inoome 750.00
Distribution
1993-02-10 Myron U. Ritter - Inoome 750" 00
Distribution
1993-03-10 MY1'on U. Ri ttar - Income 750.00
Distribution
1993-04-12 Myron U. Ritter - Income 750..00
Distribution
1993-05-10 Myron U. Ritter - I noome 750.00
Distribution
1993-06-10 Myron U. Ritter - Income 750.00 .
Distribution
1993-07-12 Myron U. Ritter - I noome 750.00 ,.
Distribution
1993-08-10' Myron U. Ritter -Inoonle 750.00
Distribution
1993-09-10 Myron U. Ritter '. 750..00
- Inoqme
Distribution
1993-10-12 Myron U. Ritter - Inoonle 750;00
Distribution
1993-11-10 Myron U. Ritter - Inoome 750,00
Distribution
1993-12-10 Myron U. Ritter - Income 750.00
Distribution
1994-01-10 Myron U. Ritter - I nool1le , 750.,00 \.'
Distribution
25
.' ..
1994~02-10 Myron U. Ritter - Income 750,00
Dhtribution
1994-03-10 Myron U. Ritter - Inoomll '750.00
Distribution
1~94-04-11 Myron U. Ritter - Income 750',00
Diatribution
1994-05-10 Myron {J. Ritter - Inoome 750.00.
Dhtribution
1994-06-10 Mrron U. Ritter - In oome .750.00
o stribution
1~94-07-11 Myron U. iUtter - Inoome 750.00
Distribution
1994-.08-10 Myron U. Rit ter - Inoome 750.00
Distribution
1994-09-12 Myron U. Rit tor - Inoome 750.00
Distrib'Jtion
1994-10-11 My.ron U. Ritter - InoomG 750.00
Distribution
1994-11-10 Myron U. Ritter - I noome 750.00
Distribution
1994-12-12 MyrOn U. Ritter - I noome 750.00
ii
Di$tribution r
1995-01-10 Myron U. Ritter I nootJIe 750.00 )
.'
Distribution
1995-02-10 . Myron U. Ritter - Income 750;00
Distribution
1995-03"10 Myron U. Ritter - Inoome '750.00
Distribution
1995-04-1b Myron U. Ritter - Inoome 750.00 ""
Distribution
1995-05-10 Myron U. Ritter - Income 750.00
Distribution
1995-06-12 Myron U. Ritter - Income' 750.00
D1stribution
1995-07-10 Myron U. kit ter - Income 150,00
Distribution
1995-08-10 Myron U. Ritter - Income 750.00
Distribution
26
REVOCABLE LIVING TRUST
BY AND BETWEEN
MYRON U. RITTER. SETTLOR
AND
DAUPHIN DEPOSIT BANK AND TRUST COMPANY. TRUSTEE
I, MYRON U. RITTER, Settlor, of Silver Spring Townehip,
cumberland County, pennsylvania, trsnsfer to Deuphin Depo.it Bank
and Truet company (hereinafter oa11ed the Trustee), a
Penn.y1vania bank and trust company, the property deecribed in
the attached SChedule, to be held in Trust. as fo110wSl
FIRSTl DISPOSITIVE PROVISIONS FOR MY BENEFIT - During my
litetimel
A, All of the net income shall be paid to ma at least
quarterly or shall be paid or accumulated and added to
principal, as I may direct in writinq.
8, As much of the prinoip~l as I may from time to time
request in writing shall be paid to me or as I may otherwise
direct,
c. If, in the Trustee'e opinion, I am at any time uneble to
aot or to apply the payments to my own best interest and
,advantage, 'the Trustee may apply directly for my benefit at<
much of the inoome and/or principal as the Trustee may, from
time to time, deem appropriate for my welfare, oomfort,
eupport or emergency neede, and mal' add to prinoipal .. much
of the inoome as the Truetee deems advisable.
D, Truetee shall keep true and correct books of aooount,
whioh books of account. shall at all r.easonab1e times be open
to the inepection of Settlor or his duly appointed repre-
eentative. Truetee also eha11 render quarterly to Settlor
a detailed statement Showing all reoeipts and disbureemente
on account of t,he trust estate and the manner and form in
whioh the trust estate is invested at the time of the
rendition of such statement.
SECONDI DISPOSITIVE PROVISIONS AFTER DEATH - upon the death of
the Settlor, this trust shall be divided into two (2) trusts,
with Dauphin Deposit Bank and Trust Company as Trustee in each
truet, ae fo110WSl
A. Trust A, which shall be funded up to ~ total equal to
the amount of unified credit allowed on my federal eetate
tax return, at the discretion of my Trustse.
1) Should there be insufficient funds in my estate to
pay debte and funeral expenses; npecific bsquests;
oommissions and feesl inheritance end estate tax, and the
like, then such may be made payable out of the prinoipal
of this trust at the request of my executor.
2) All the net inoome ehall be paid to my beloved
wife, Jean A. Ritter, at least quarterly or shall be paid
or acoumu1ated and added to principal, as she may direot in
writing.
3) Should my wife predeoeass me or upon her death
ehou1d ehe have survived me, then the balance of prinoipa1
and any inoome or interest which may have been acoumu1ated
thereon shall be divided among my children, Viokie A,'
Coover, Laurie J. Fooee, and Andrew J. Ritter, in equal
shar.e. Should any of th~ afor~.aid three (~\ nhi'~~6n
1
~
"
~,\
~,l
It
) \~'\I
(/-1 '!\,.
have pr.d.o....d m. .nd h.v. b..n 8urviv.d by ohildr.n of
thdr own, the" their ohildren ehall take their ah.r.. per
.Urp... Should any of the atoralllid thr"e (3) childran
have prad.oee..d m. and not have been .urviv.d by ohildren
of th.ir own, th.n their .hare shall ba divided equ.lly
b.tween their eurviving brother' and/or dsten .. the oue
may be.
B. Tru.t B, whioh shall be oon.ider.d to be and .hal1
op.r.t. a. a QUalified T.rminabl" Intereet Property Truet,
whioh eh.ll b. fund.d with any balanoe remaining aft.r
the funding of Truct A. above,
1) All the net inoom. shell be paid to my beloved
wife, Jean A. Ritter, quarterly.
2) Should my wife predeoease me or upon hsr death
.hou1d ahe have survived me, then the balanoe of prinoipa1
end eny inoome or interest whioh may have been aooumulated
thereon ehall b. divided among my ohildren, Viokie A.
Coover, Laurie J, Fooee, and Andrew J. Ritter, in equal
.here., Should any of the aforesaid three (3) ohildren
have predeceased me and have been survived by ohildren
of their own, then their children shall take their shar".
per atirpee. Should any or the afor.esaid three (3)
ohildr..n have predeoeased ms and not have been eurvived
by ohildren of their own, then their share shall be
divided equally between their surviving brother and/or
sieters as the oaSe may be.
THIRD: RIGHT'1'O Rl!:VOKE AND AMEND - Settlor reserves the right to
revoke or amend this Trust, in whole or in part, at any time and
from time to time by an J,nRtrument in writing, dslivered to the
Trust... and intended to take effeot during my lifetime, exoept
that the duties, powere and liabilities of the Trustee shall not
be ohanged without its written oonsent. This right of revooation
and amendment also is reverved for me and is exeroisable by me
alone. The Trustee reserves the right, at any time upon thirty
(30) days advance written notioe to Settlor, to resign the
truet and deliver the trust estate to lne after deduot,lng
therefrom its fees and any expenses then due and payable.
FOURTH, ADDITIONS TO TRUST - Subject to the approval of the
Truetee, I, or any other entity, mal' add property, real and
person"", to the prinoipal of this trust.
FIFTH: TRUSTEE'S POliERS: In addition to the powers granted by
law, my Trustee shall hav< the following diecretionary powere,
applioab1o to principal and inoome, which ahall be exeroisable
without l..ave of oourt and shall continue until distribution is
aotually made:
A. To aooept and retain any or all property, ino1uding
stock or other seourities of the Trustee or of a holding
oompany oont=olling the Truetee/
B. To invest in all forms of property (inoluding, but not
by wey of limitation, real estate, all typss of etooks,
bonds, options and participations in oummon trust funds and
money market funds) I without being oonfined to invsstments
presoribed by statute and without being required to
diversity I
c. To buy investments at a premium or disoount/
D, To hold property unregistered or in tho name of a
nominee I
E. To give proxies, both minieterial and disoretion.ry/
2
orSBURsEMreNTS OF PRINCIPAL
Administration Expenses I
1997-04-15 Charles E.. Shields III - '63. QO
Reimbursement for Probate Foell
and Short Certifioatea
1997-05-23 Chsr1es E. Shields III - 60.00'
Reimbursement for Cost of
Advertising and Proof of
Publication in the Cumberland
,Law Journal
1997-12-23 Cornerstone Appraisal Servioes 500. .00
- Appraisal of Pine .Broo k
1997-12-29 Cumberland County Register of 28.0,0
Wills - Filing and Recording
Fees
1997-12-29 Char le s E. Shields III - 61. 1'9
Reimbursement of Cost of
Advertising and Proof of
Publicatioll in the Patriot
News Metro West
1998-01-16 Cumberland County Register of 2'8.00
Wills .. Probate Fees for
Amended PA Inheritanoe Tax
Return and Inventory
1998-01-16 Cumberland County Register of 16Q ..90
Wills - Additional Probate
Fees
1998-05-2~ T.ransfer to Inoome - for l,47$.QO
Federal Inpome Tax duo for
year ending 2/28/99
1998708-20 Transfer to Myron U. IUtl;er 9~.99
Grantor T /A - Cash for
Oistr ibution
Reserves:
Cost of FUing Fees 300',00: 2,767.19
'..........-.....-...........-
Federal and State Taxes I
1997-12-29 Cumberland County Register of 1,800.,00
Wills - PA Inheritance Tax
Payment ---...----;-...--- 1,8,00.00
4
. ,
REcmI~TS OF INCOMF<
Inhr\!lstf
1997..05-05 Capital P,es'etv$ Aooount
1997,"06-0.5 Cspitd'Re~erve Acoount
1~97-07_03 Cllpitd Reserve Acoount
1997~08-01 Capital Reserve Aooount
1997-09-0.3 Capital RS,fIerve Acoount
1997~10-02 Capital Reserve Account
1997-11-03 Capital Reserve Acoount
1997-12-02 Capital Reserve Account
1997-12-31 . Capital Reserve Account
1998-02_02 Capital Reserve Acoount
1998-03-0.2 Capital Reserve Account
1998-0.4-02 Capltal Reserve Account
1998-:0.5"0.1 Capital Reserve Acoount
1998-061'01 Capital Reserve Account
1998-07-01 Ark Money Market Fund
1998-07-0.1 Capital Reserve Acoount
1998-0.8-0.3 Ark Money Market Fund
1998-0.9-0.1 Ark Money Market Fund
1996-10-01 Ark Money Market Ifund
Other:
1998-05-29 Trans~et from Princ~pa1
Total Reoeipts
8
41. S6
40..58
37.0.1
,
43.. O~
26.18
Trustee aooording to tho t.rmo .nd
8grel.ment wHh..id T,"uste. ot the
5.
provisions .nd und.r my ttUgt
171~ ~.y ot 4Ii,..e _, 1989"
I
I nominat.s, oonstitut. .nd aPpoint my daughtor, Vickie A.
Ooovor,' .nd the Dauphin O.po.ie B.nk and Trust Comp.ny to b. tho
oo~ex.outors ot thie, my La.t will. and T.stament. If my
daughter, Vioki. A. ooov.r, .hou1d pred.o.aoe m., or for any
ot~er reason b. unable to aot as co-ex.outor, I appoint my
dau9~t.r, Lauri. J. Foos., to be tho oo-exeoutor in her plooo and
Itud. If my d.ughter, Laud. J. Fooe., should prod.o.... m., or
tor any other reason be unable to act, or to oontinue to Act, as
luoh oo-exeoutor, I appoint my eon, Andr.w J. Ritt.r, to b. the
oo-.xecutor in her p1.c. .nd ote.d. I further dir.ot th.t thay
shall not ba r.quired to file bond or oth.r s.eurity in tho
Office ot the Register of Wills for the purpose of adminiotering
my Estate.
6.
I .uthorize and smpower my psrsonal represent.tive., in
th.ir eole and absolut. disorstion, to purohsss or otherwise
acquire and retain any investments of whioll I die seized, or any
re~l or personal property of any nature, to sell, lease, pledge,
mortgage, transfer, exohange, dispose or, or grant optiona in
regard to any or .11 property of any kind forming a part of my
Estate tor eUch terms and suoh prioss as they may deem advisable;
to borrow money for any purposea connected with the protection
and preoervatinn of my Estate; to mortgage or pledge any rsal or
personal property forming a part of my Estate; or to join in or
..cure the partition of sam~1 to oompromise any olaims or demands
of my Estate against others or of others against my Estat.; to
make distribution 1.n kind and to cause any share to be eompos.d
of cash, property in undivided fr.ctional ehares in property
different in kind from any other ohare; and to exeoute and
deliver such imJt,ruments as may be neoessary to carry out any of
these powers.
2
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"'roby Qel1lfythat w'llton notlof, of the filing of this 8t.I/",
Pwpused Distribution, <lfllJ of lhe date, lime and pl,H;" '
," 'wma will be pros()ntf,d to tl1U Cnllrt for Crmfirllliltioni',
:l1r, In~t clay to fila writtfln uhlfl<:tlOns to saicl Stlltun",,,,
ih)80d Distrihutlor1/IH-H.;bt.Jfm OiVFH"! to every unpaid Clllilll.'"
,; :u "vary othor per~on knowf' 10 Ih" (J(;(,ounlilnl to 11"
.:Ii;drh an inwrust in thUU:i,t!lk ,oj(, creditor, bt:)nuflolory, 1(1
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'IIV of bairJ Sti!l.Otill~lit"/'1;' (1IL:!lI<l tl wHh thu notice.
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pO.JOOp uOllnQIJIIIP PUI ~'01"'01
powJlIllO:J IUOOO'''1' bbbl' /;! , ,'\>;"
D Daup~~~nl?t~~ Bank
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6:/73,-3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITAHeE TAK DIVISION
DEP". t&06D 1
HARRI~IURG. PA 11126-0601
NOTICE OF INHERlTANCE TAX
A~~RAISEHENT, ALLOWANCE OR DISAI.LOlIANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
"
I
II
DATE
ESTATE O~
DATE OF DBATH
FILE NUMBEIl
COUNTY
ACN
12-21-1998
RITTER
03-31"1997
21 97-0337
CUMBERLAND
101
E- ~j;O~=~ Re:ted__l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiiiv: iS4'nic-- "F;;. fiI9:97Y" "tifi Cn'';-YNHEifi fANCE -Yliii -XPPR'A"ioEiiE'N'f;-"LroWANCE' oli-. - -- - - - u_ - - -- --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MYRON U FILE NO. 21 97-0337 ACN 101
'.
'_""1 .....1
"
"
TOM WALKER
DAUPHIN D9. BK 8
8 W HIGH r:l[1
CARLISLE
TR CO
PA 17013
ESTATE OF RITTER
TAX RETURN WAS, I ) ACCE~TED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. (Schedule Al
2. stock~ and Bond. (Sch.dul. B)
3. Clo..ly Held StoQk/Partnarllhlp Interest (Sohedul. C)
4. Kortgao-s/Not.. Rec.ivabl. (Schedul. D)
S. C..h/Bank DeposHs/Hhc. P.rson.l J'roperty (Schedule E)
6. Jointly OwneD Pro~rty (Schedule F)
7. Transfers (Schodul. QJ
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E~penl.Q/AdM, Costs/Hise, Expenses (Schedule HJ
10. Debts/Harte-De Liehilities/Li.ns (Sohedu1e II
11. Tote1 Deduotions
12. Net Value of Tax Raturn
IS, Charit.bl./Gnv.r~ent.l Bequests; NonMe1.ot.d 9113 Tru.t.
14. Hat V.l~a of E~t.t. Subjeot to Tax
*
I(~'li'" n ,,, llt-Ul
MVRON
U
I Xl CHANGED SEE ATTACHED NOTICE
DATE 12-21-1998
(1) .00
(2) .~
(3) 2~5.446.91
(4) .00
(5) 22.367.18
161_______ .00
I7l 837 .071.17
(81 _
NOTE I To in sura proper
or~lt to your account,
lubMit tha upper portion
of this forM with your
tax pay.ant,
1,104,885.26
16,555.90
.00
(11) _ 16 ,~~~..!lJL
(12) 1,088,329.36
U31 .00
U41 1 ,088,329.36
(9)
UO)
(Sohedule J)
1.058.329.36
30,000.00
.00
X .00.
X .06.
X .15.
(18)
If an assass.ent was issued previously, lines 14. 15 end/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date,
ASSESSMENT OF TAX:
1S. AM~unt ~f Line l~ at Spousal reta (lS)
16. AM~,t of Line l~ t.x~ble .t Line.l/CI... A rat. (16)
17. A.aunt of Line l~ taxabla at Coll.tereI/CI... 8 rat. (17)
18. Prinoipal Tax Du.
NOTE:
TAX CREDITS:
~AY~eNT
DATE
12-30-1997
RECEl~T
"UNDER
AA2'42606
DISCDUNT (t)
INTEREST/~EN ~AID (-)
.00
. IF ~AID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AHDUNT ~AID
1,800.00
.00
1,800:00-
.00
1,800.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
1'800'0~
.00
.00
------"-~._--
TOTAL DUE .00
------_...............~_._-~- -
I IF TOTAL DUE IS LESS THAN '1. NO ~AYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FO~ INSTRUCTIONS.)
RESERVATION I E.t_t.. Qf docldtmts dytrtll on or before DeoHbllr 12, 1982 ~- if any futurCl lntere.t In the ..tot. h trofl.ferr.d
In pcu."lon Qr enjolfllant to C1n. 'B (Qollatlll'al) beneflol.r 1.. of the dao.d.nt aft.r th. .)(plrDtilln ,of '''''IV ..tet. for
11fa vr for y.ar', the eo..onwedlth heraby .xprAs,IY ra.erva. the right to epprel.e and .i.... trahlftr Inheritance Taxa.
at the lewful tie" n (0011f1\er81) rate on MlY .uch future Intllre'llt.
PURPOSE OF
NOTlCfil
To fulfill the raqulr..ents of SAotion 2140 0' the Inhoritance and Eatate Tax Aot, Act 21 of 1995. (7~ P.S.
Seotion 9140).
Detaoh the top portion of thll1 Nutice and sublllt with your peYlllent to the Register of WHit printed on the rever.. tide.
--"ake oheck or lIoney order pllyabh to: REGISTER or HJ.LLS, AGENT
PAYHfHT I
REFUND (CRlI
A refund of a ta)( credit, which was not requBsted on the Tax Roturll, 11ft... be requutlJd by COCllplating an "ApplicaUon
for Refund of P.nnsYlvanla Inherltanoe end Estate Tex" (REV~1313). Applications are available et the Offioe
of the RlIght.r of ~ills, an'J of the 23 Revenue DhtrJot Offices, or by o<'ll1lng the! speohtl 24-hour
an.Wftrlng .arvlna nlMbers for forlls ordoarlng: In Pennsylvnnia 1-600-362-2050, outsldo f1ennsylvonla and
within local Harrishurg a'"08 (717) 1&7-8094, TOOl! (717) 772-Zl52 Olear lng IIlpalred Onl'J),
oaJECTlOHSI AnY pnrty in illterut. nllt llfrdsfllld with tho apprftJsolllont. allowan:JO or dJsallowanoe of deduotie;ms, or IIIUAlSlIQOt
of ta)( C1no1udhlA dhooul1t or lnt.resO 8S shown on thh Notioo .ust Object tlithin sixty (60} daYI of reoeipt of
thh Notioe by:
--wl"ltton pr'otust to the PA Dopnrtllent of R6veflUiil, Board ot Appeals, Dopt. 261021, tlonisburA, P^ 17126-1021, OR
--ahmtlon to h1tva the lIatter ooter~dnod at audit of the acoount of tho personal represonttltlve, OR
--appeDl to tho Orphans' Court.
ADHIH
lSTRATIVE
cORRECTIONS I
fflctual ~wrors discovered on this oSS$sslIont should ho Plddrosslld In wd Ung to: PA DopartllGnt of Revenue,
Buroau of Individual TflXOS, ATTN: Post Assel1l1ll811t Review Unit, llept. 260601, tlllrr isburg, PA 17128-0601
Phone (717J 787-b505. Seo pflgO 5 of ttu. booklet "Instruotions fOI" Inhedtance Tex Return for a Reddant
Oecodent" (REV-IS01) for an Q)(plBnation of fldlllinlstrative1.v <:orroot8018 IlIrrors.
If MlY tax duo is pBld within throe (3) oalendar Ilonth~ after the decllIdent's death, a five p.rc.nt (S%) dhcount of
the t8X paid If; allowed.
TtMl 15;1, tIl)( amoesty non-participation PQnalt'J is t;loaputllld ori the total of the tftX oncl InterllSt asseu8d, and rIOt
p81d baforA JanullJ'y 18, 1996, the fir&t elM afhr tho end of thl! tax ftllnub pariod. Th~' non-partiolpation
IlIUlell t'J h apP881able .1n Um &I'.e IlllOner linn In the the lIftlll8 tillO per iod ft! you would &ppnl the tap: and In'terut
that has berm aueuod a" indloated on thls noticfl.
Interelit is chflrg.el beginning with first day of ue1inQuOInoy, or nlne (9) .oothS! Ilnd OM (1) dey fro. the date of
death, to the dste of paYHnt. Ta)(85 whioh IlliloOIllU delinquent hllforll January 1, 1982 bear Interest at tl1e rate of
ilx (6%1 parcent prJr IlInnUIIl oalculated at 8 dalh f'ahl of .000164. All tOX95 whioh beeMo dllllnqu.nt on and after
J!tIllI8rY 1, nft? will bear lllturelit at B rate "fhleh will vary fro. ce1undar 'Jefll' to calendar year with that rate
announoed bY the PA Oopflrhiellt of R~1IVIlnu8, The ftppl1cabh lntllrast rates fur 1962 through 1999 are:
DISCOUHT I
PENAlTVl
IHTf.RESTl
~ ll'turert Rate Daily 1nternt fllJili!r :!!!'! lnt.rut RatG Dally lnt!.!.'ut Faotor
1982 lOX .000548 1988-1991 11% ,000501
1983 16% ,0110436 1992 9% .000247
1984 11% .000301 1993~1994 7% .00019?
198f1 13% .000~5b 1995-1l}96 9% .000247
1986 10% .000Z74 1999 7% ,00019l
19"7 9% .000247
~-lntare.t I. c81oulat~ as folloWI:
INTEREST = BALANCr. OF TAX UNPAID X NUHBEi OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~-AnY Notioe IUUCld after thu tit)( bOCOII.S dollr,quont will rofluot 811 IntortlSt oalculatlon to fifteen nSI da!;'1
bilyond the date of the 8I11ess..nt. If pIlYlle,.,t is .ade 8ftor the Interest cOllflutllt1on date shown on the
erotica, Itfktltionsl lnt.rolt .ust be ca).r,uhted.
_01'
NOTlCEI
To fulfill the ............tI of IeoUoh 214S (b) of thII InherJtwloe n l,tIIt, TIX Aat, Aot 21 of 1"1.
(72 P.I. Iootlon '1411.
P.A\1ENT I
Dilbtoh U. top portion of thl. Mot!o. ... iMMlt with your P4lYMnt to ttM R..htlr of NUb prlntld on tM
rwtlrM .lel1.
.... "'41 aMok or 1IOnII)' 0"" paywible tOI RSOISTER OF MILLS, AGENT,
REFUND (eR) I
A r.fwMf of . tu: orocUt _y ba r'''UlUted hy COIIPieUng ~ "AppUoetlon for Rlfu'td of Pennfylywdl
InMrltanQIt Md Eltet, Tax" (RfY-1315). ~plJCllt1on..... IYllll1hlll .t the Off!ce of the R..!It.r of NUh,
an)' of ttM ?:5 N............ Dhtrlct Offlc.. or frOll the Deperu..ntt. 2ft"hour .......ring "MlI~ nuMMr. fOr to,.., ord.rlnlU
In F,.,....ylv.nb 1-100-'-62-2050, oohJM p....,.y!Y.".. wtd within local tt.rrhburg .r.. (717) 7117..a094,
TDDI (717) 772-2%52 (W..rlno I~lr8d Only),
OftJECTlOHSl Any p.rty In lnt.r..t not IlItbfllkt with 1:he ..H....,t of tax Iii shoMn on thh notJOI HY objeot within
I1Mty (60) ~y. of r~.lpt of thl. Notle. bY:
...."rltt." prot..t to the PI. o.p.rbMnt of RIV8OlHl, ao.rd of App,,1s, o.pt. talO2l, n.rrbburlll, PA 17128-1021, OR
--.lKUnt to have the ..Uar cWItar.i~ at eudH of the par$Mlll t.pr..."taU...., OR
~-~I to the Orphan,' Court.
ADMIN"
ISTRATiVE
CDmlECTIlJrISl FaoMl arror. disoo....red on this ........llt .hould ~ IIddr..ncI in wrlting tOI PA DefNlrtroent of Rev~,
Bureeu of Individual laMa., ATTNI Po.t A'lal..-nt Revlew Unit, Dept, 280601, Harrisburg, PA 11128-0601,
Phone (117) n7~6505. 8M P"VIi 5 of th. booklet "lnltruotJon. for lmeritanc. Tax R.turn for a Re.ident
o.o.o.n," (REY"lSOl) for an eMpl~tlon of admini.trativ.l~ oorraotahl. .rror..
PENAI.TVI
The IS); tax .-nasty non-partioipation penalty h oOllPUt.d on the total of thtil tal( and int.relt a....Md, and not
paid Mfare J.nutIry 18, 1996, ttMI flrllt dIly aftar tt>e Itnd of the taM MM.ty P4'riod. This non-perttclpetion
penalty is ~alabla In the AIMD annar .w::I In tho the .... ti.. period I. you would appeal the tax .". tnterelt
that hi. bean .......d o. indlaatad 00 thh notloe.
INTlRESTI
Por. .tal of dMth on or eftar 10-3-91, Peon.ylvanh. Esta" Thl( baMd on the FadeMll E.tU. Tal(
r.turn becoM, u.linqu.nt at u.. QMpirat10n of oJo. (09) aonth. frOll the data of d.-th,
For at.. of dMth prior to 10-1"91, Perwl.ylvanla E.tat. Tax baMd on the FedarDl E....h Tal< raturn
becDllll' cMlinquant at the a)(plrat1011 of .lghtMn (lIn IIOnth. fr~ the date of deeth.
Tax.. which ba~ dalinquent bafDf'8 .MnuIiry 1, 1982 beIIr int.re.t at the rat. of six (6:0 parcent per ...w
~1cu1atad et . Mib nt. of .000164. All to)!., whIch ~ o.lInqu1nt on "Or Ifter ~"1I 1, 1912 ..UlbMr
intere.t at III rato whloh ..ill nry frOll oa1"'r y..r to I)alandar y..r with that rata annouocMt by the PA
Daperbtant of R.venue. The lIlPP1!clllbla int.r..t ,.ete. for 19l1t througtJ 1m 8,..1
V.ar Intar..t Rate Dally lnter..t Factor Ve.r lnt.r..t Rat. nally lnt.r..t Factor
-- --
1'8t ZOX .000SltS 19aa~I"1 11;: .000501
'913 16X .0OO~Ja 1992 OX .OOU"1
,_ 'IX .0OllSGl 1"3~1994 r, .000192
'9M ,n .000556 1995-1998 'X . 0iI0247
,_ lUX .000274 '999 r, .000192
'''7 9X .0110247
.-I"t.r.11 h oalcu1atlld II' foUow.t
INTEIIEST = IAUNCE OF TAX UNPAID X NUKBER OF DAYS DELINqUENT X DAILY INTBRIST FACTOR
--Any Notice 1I.ued after the tax baooM. daHnquant wIll ,..nllOt ., interut OIIiou1aUon to fift.... UI) dlly.
beyond the date of the a'M.~t. If p.~t h ... after ttM inter..t ~ttltion date ~ on tM
NOtice, MkUtJ,OM1 Jnt..,...t ...t be 0II1QUlltad.
\
pt.IlPOSCQf'
NOTICE I
To fu1f111 the r~tlr..-nt. of Section 2145 (b) of thllnherJtonol and Eltet, TIW Aot, Aot 21 of 199&; (72 P.S.
Seotlon 9145).
PAYMENT I
Dtt80h tM tOP portion of thh Hotlce and tublllt wlth your p'~Hnt '\:0 tht Reghtlr of WII111 printed on the
rO"lr,," .hM. '
._ M'" aMok or IM)MY .,rdtr plyable tal REGISTER OF MILLS, AGENT.
REFUND (CRll
A r.fund of . tax orldit .ay bo raqua.tad by co.plttlng an "Applloatlon for Rofund of Ptnn,Ylvanla
]~ritenoe 8nd Est.te '1M" (REY-131S), Appllcatlont .r. available at the Offlc8 of th_ Rlgl,t,r of Will.,
any of the 23 R.v.",,~ District Offlol. or fruI the Depart..nt', 24-hour antwarlng ,.rvlcl nu.b.r. for for.. orderlngl
In Plnn,ylvanSa 1.eOO-362RZ050, out.ldt Penn'Ylvanla and wl~lln local Harrisburg ar.~ (717l 187-8094,
TDD' (717) 772.2252 Ute.rlng IlIPalrlUl Only).
OBJECTlONSI Any pllrt~ In lnt.r..t not ..tidied with the tIInln.ent (If tll~ at shown on this notice laY objeot within
Ilxty (60) deys of reoelpt of thl. Hotloe bYI
".wrHten protest to the p~ Oepartunt of ReyenuD. Board of Appeah. Dept. 281021, HarrisbUrg, PA 17128-1021. OR
nelectiN to have the .aUer deter.ln,d at audit of thG peroonal r.pr..,ntntive, OR
~.appt.l to thA Orphans' Court
ADMIN.
ISTRA TIYE
CORRECTIONS I
Faotual ~rror' dl.oov.red on thIs alle...ent .hould be addr.ss.d In wrIting tOI PA Depart.eot uf Rev.nue.
Bur.au of Inthvldual TaK", AT"'11 POlt A..e....nt Raylew Unit. n.pt, 2<<'0601, Harrisburg, PA 17128M0601,
Phon' (717) 787M6S05. Se" page 5 of the bookllt "Instruotlons for InherltM<:' Tax Return for a Reddent
o.oed.ntft (REV.ISQ1) for an Qxplanatlon of adllnl.tratlvelY corr.ctable .rrort,
PfNAl TV I
The 1~~ tax -.nesty non-partlolpatlon p.nalt~ il cOlPuted on the total of the tax nnd Inter..t .....'.d. and not
paid b.for. Januar~ 18, 1996, the flr.t day after the .nd of the ta~ .-na.ty perIod. Thl. non-partlolpatlun
penalty 1. appealeb1e In the .... ..oner and In the the la"e tl.e Plrlod a. you would app.~1 the taK andlnt.r..t
thet hi' bHn ....u.d III Indlcat.d on 'thls notice.
INTEREST 1
Additional Plnn.ylvenle E.tate la~ .......d a. I rnlult of a oh~ga on the Faderal Estate Tax olo.lng
lett.r beoo... delinquent et the .xpiration of ona (1) .onth fro. the data the final notlo. of the Inor....
in F.d,ral E.tat. Tax J. received,
'aw., whloh b~ delinqu.nt be~or. January 1, 1982 b.ar Inter..t at thG rete o~ ul~ (6%) p.roent per ennui
caloulated at a dally rat. of .000164, All tl~al whloh bRe... delinquent on or after January 1, 1982 will belr
inter.lt at . r.te whlch .,111 v.,'y froll oelendar yaar to aalendar y..r with that rate .nnounoed by the PA
Depart..nt of Rav.oue. The appllc.bla Intere.t rate. for 1982 through 1999 arel
~ lnt.r..t Rata !Laily Inter.,t Faotor !2r Intero.t Rat. Dally Int.r..t Faotor
1982 lOX .000548 1988-1991 11:< .000301
1983 16% ,000416 1992 9% ,000247
1984 11% .000301 1993"1994 n .000192
1985 l!% .000356 1995-1998 9% .000247
1986 10~ ,000214 '999 n ,000192
1987 .% .000247
~-Jnt.r.,t I, calculated 8' follow'1
INTEREST c BAJJI"CE OF TAX U"PAID X "U"BER OF DAYS DELI"QUE"T X DAILY INTEREST FACTOR
~MAny MoUo.. Ju.....d efter the taw becon. delinquent will refleot .n Inter..t oaloulation tc flft"" (1S) d.y.
beYond the det. (If tho IUI&8..llen't. If pRy..nt It "aUt aft.r the lnter..t oOllPutat1on date shown on the
NoUe., addiUonal Inter-lit Mlllt be oalculated.
.' . \, ~
(- II ~ .3
/-). j
BUREAU OF INDIVIDUAL TAMES
INHERITANCE TAK DIYISION
DEPT. ZaG601
HARRtIlURQ, PA 17Ha-060J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
A8SESSMENT OF PENNSYLVANIA
ESTATE TAX BASED OW FEDERAL
ESTATE TAX RETURN
c
*'
uv.~u..." (lI.fIl
DATE 12"'21-1998
ESTATE OF RITTER MYRON U
DATE OF DEATH 03-31-1997
FILE NUMBER 21 97-0337
COUNTY CUMBERLAND
TOM WALKER ACN 201
DAUPHIN DEI' BK . TR CO [" AIlount,J!!",ltttod "=:]
8 W HIGH ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To 1nllUre prope,' credit to your .ooo""t, .lIb.it the upper portion of thh forti with your tfl)( paYHflt.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR FILES ....
RifV:48i--Ex-iiFpi-(03~97i-----..-NoificE--OF-Df.TE-i"IiiAfliiN-AHjj-AS-SESii"ENir----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF RITTER
MYRON
U FILE NO.21 97-0337
ESTATE TAX DETERMINATION
ACN 201
DATE 12-21-1998
1. Credit For State Death Toxes as Vorified
15.696,61j
2. Pennsylvania Inheritance Tax Assassed
(Excluding Dis~ount and/or Interest)
1.800.00
3. Inheritanca Tax Assassed by Othar States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assas3ed
1.800.00
5. Pennsylvania Estata Tax Dua
, 13 i 896 I 64
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
IF,
(".1
,~: .-1
(,'''-
-....
-IF PAID AFTER THIS PATE, SEE REVERSE SIDE
FOR CAlCIII.ATION OF ADDITIONAl. INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 13,896.64
INTERE!T AND PEN. 1,245.99
TOTAL DUE 15,142.63
elF TOTAL DUE IS lESS THAN $1. NO P~YNEHT IS REquIRED -
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI, YDU IIAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR IHSTRI~TIOHS.1
THE
INTEREST IS CHARGED THROUGH 12-29-1998
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM..
_01'
MOTJClI
To fUlfill the'requlr..-nt, of IeGtlon 2145 (bJ of the Jnn.rlttnOt ~ Eltate TIK Act, Act !1' of .....
(72 P.t. I4Otlon 9141),
PAYMEWra
Otteoh tM top portion of this MotlCHI Md MiMlIt ..1th ~r pa~t ,to'" Regllt"r of NUll printed on thI
rllver.. l1de.
" It.... _ or oono. .....r po>Obl. t., RJl(lISTBR OF "ILLS, Af/BNT.
RfF\IUI (CR) 1
A refund of . hM orfldU _I bel ,......ted by ootIIPIIUng ., "NJpUoatlon for AeftMMf of PMnIY1YW'll.
I~rlt~ end E,t.t. TaK" (REV-l~l'). Applloatlon. .r_ Iv.lleble ,t the Offlo. of the,AegI.t.r of Milia,
1m' of tfM 23 Rlv...ue Dhtrlot OffiCI' or 'rOIl the hpl,rtltent'. 24-hour In....rlng "r"l~ nuItMIro for fo"', ordering I
In Pennlylvlnl. 1-110"36242050, out81de PennlylvlOl, In<J within lon.l f~rrl~lrD .r.. (717) 7.7-1094,
TDDI (717) 77%-2252 (....rlna I_.lr~ Only).
OeJECTlONSI Any party In Interfllt not ..thfted with the ..I4I18Hnto' hM III thwn 01\ this noUGS "Y obj~t "'lthln
Ilxty (60) dGYI of receipt of this Notlcl bYI
--wrltt.., prat,.t to the PA Departaaent of RevGnuf., Board of AP,..8h, Dept. 281021, Uarrhburg, PA 11128~1021, OR
--8.\~Unll to have ttw .atbr dot.ralned lit audit of the perSOfllll npr..enteUva, OR
M-lIPPHl ta tt",e Or~s' Court.
ADltlH-
ISTRATlVE
COfmECTlOHSI Feotuel error. dlacov.,'Qd on thh lIlue'lIMflt should be eddr.ulld In wrlUng tOI PA Deper~t of Me"erM,
Bur.au of Individual Ta~e., ATTHl Post A'I.I~ent Review Unit, n.,t. 28U601, "-rrl~r., PA 11121-0'11,
Phone (111) 787M6S05. ~ pege 5 of th4 booklet "In.truotl~. for I~rlt~. Tex Return for. Re.ldent
Deo~t" (REY-IS01) for an .xplanetion of ~"lnl$tr.tlv.lY correatlble .rror..
PENALTV,
The 1fiX tax ~.ty non-participation penalty 18 OOlput~ on the total of the t.x end Int.r..t ......ed, end not
PIIld before .lanutIt.y 18. 19%, lhe fir.t dey eft.r till ltfld of the tGI< ,.,..ty pgrlod. This IIOl"tMPIlrUelpaUon
penalty Is 8IPJHlolabl. In the .... eenner and In the thot .... U.. period .. YOU would ~al the tal< and 1r1t.r..t
thlit has bMn .......d .. Ind.lcllItltd on thh notice.
INTEREST ,
For det.. of d.ath on or .ftar lD-~-91, PennlYlvanla E.tat. T~ b.,.d on the Fader.l E,tat_ 'ex
ntum beCOMI dellnql.HIfrt at the axplret.lon of nl.... (09) IIOnthl frOll the date of Math.
For det.. of deeth prior to 10-3-91, Penn.ylvanl. E.t.t. Tax batad on the Federal Elt.te 'ax r.turn
btiCOllll. delinquent et the el<plraUon of .Ight.." (18) IIOnthl froe the 4teta of deeth,
'al<.. which bee... delinquent before January 1, 19a~ bear Intara.t at t~ rat_ of .I~ ('~) peroen~ Plr annuA
caloulatad at a dally rate of .000164. All taMa. which bee... dAllnquent on or aft~r Januery 1, 1982 will baar
Inta,.a.t at . rate which wUl v.ry froe oRlandar y.ar to 08l.00.r yeer with that rat. announo4KI by ttMt PA
Dapartunt of ffOV.w8. TIM ."pllcebl~ Inter..t ratu for 19&2 through 1999 aral
Va.r Intlraat Rete Daily Internt F.ator Veer Int.r..t Rata naUy Int.reut Peator '
1982 'OX .000&48 19&8~199l IlX .000301
1985 lta .000458 ...., OX ,000241
1014 llX .000501 1993~1994 7X .0.019I
100. m .0003$6 1995.1998 OX .000241
1'1a6 lOX .000274 1..... 7X .000192
1007 OX .000247
~~Int.r..t h CMIloulattH:I .1 follow"
INTEREST . BALANCE OF TAX ImrAID X NUIIIIBR OF DA XS DELINQUENT X DAILY INTBlBST FACTOR
~~Any Natlea It.u.d aftar the taM becu.e. ~11nquant will r.fleet en Inter..t a.I~llatlOn to fifteen (11) day,'
beyond the data of tha ........,t. If payaant h Ada 8ftar the Int.r..t GOIIPUt.Uon dlt. IhOwn on tM
Not toe, Iddltlonel Int.r..t .u.t be o.loulatad.
\,
PAYlEHT I
DetHh till tOp ~rUon of thl. NoUoR and .ubIllt wJth YOllr p.~ot "'" paylibltl to tha nIIlfI IIf\d addr"'R
printed 0.'- th.,..ver.. .Ide.
If RESIDENT DEeF-DENT It.. c~ckor IIOna~ order pevable tOI REGISTER ~f WILLS, AGENT.
If MoH-RESIPEHT DECEDENT Itette oheck or .on.v order Pllyable tal COHHaNWEAlTH OF PENNSVLVANIA.
REf'IJ4D (CR), A refund of . t8X oredit, which was not requested on the T8x Return, .0:.' blil requosted by oOltpleUng an
"AppIIoation for Refund of Pennsylvenla InherItanoe and Estate Tax" CREV-ll13), Applications are avaIlable &t
the Office O'f the Rqhter of WUh. MY of the 23 RGllonue DistrA.:It OffIces or frolt the DepartlMnt"li1 Zit-hour
IlIlSlHlrlng ..rv1oe mnbers for forlNs orderinu: Tn Pennsvlvan!e 1-800-362-2050, outsIde Pano,vlvanln
and wHhln looal Hllrrhburg area (7111 787-8094/ TODlt (717) 712-2252 Woaring hpalred only).
IlEPlV TOl Questions regarding errol's contrdned on this noHos should be addressed tOI PA Departllfmt of RevOfl\M, Bureau
of Individual Tsxltt, AHN: Post Assassllent R~....i8.' UnJt. Dept. ZaGbOl, tlarrlsburg, PA 171Z8-0601, phon4t
(717) 787~6505.
DISCOUNT 1
If any tax due it. pnld within thr4tG (3) oslendf\r 1I0nth" after tho deoedent's death~ a flve percent (5:0 dhoount
of the tax pMid Is allowed.
PENAL TV,
The 15% tax ..~sty non~partioipatlon penalty 1$ oOIlPuted on the total of the tax and Interest a.,.sled, and not
peld beforn January 16, 199b, the first day after the end of the tax Hnub perlad.
INTEREST I
Inter.,t i. charged beginning wIth first day of deIJnquen~y, or nIne (9) 1I0nthl and one (1) day fro. the date of
death, to the date of pay..nt, Taxe. which b8c~e delinquent before January 1, 1982 bear Jnterest at the rat. of
.IK (6%) percent per annuli calculated at a dally ruta of .000164. All taxes Which beo~e delinquent on QOd after
Janu.ry 1, 1982 will bear Inter.at at a rate which will vary fro. oalendar year to oalend~r y&ar with that rate
announced by the PA Depart.ent of ReVQnu.. The applloable intera~t rates for 1982 through 1999 are,
Vaa,. lnt.rest Rate Orl1lY Int.rest Factor Veflr IntQre!lt Rate Dalh Interut FllI<ltor
1982 20% .000546 1988-1991 11% .000301
1'33 16% .OO04lb 1992 9% .000247
1984 IU .000301 1993-1994 7% .000192
1985 1:5% .000356 1995-1998 9% .000247
1986 10% .000274 1999 n .000192
1987 9% ,000247
-~lntQre~t IR calcuiated at follows:
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
~-Any Notice ISlued after thu t8~ beco.us delinquent will refloot an inter.st a~lculation to fift.-n (IS) daYI
beYond the date of the ass...-.nt. If pay..ot J. .ado after the intgra.t c~utation date .hown on t~
Notloe, additional interast .u*t be caloulated.
\
PA'ltENT I
Dltltoh the top portion of thb MoUoe aM itMJt with your pe~nt ... plylble to the n..e and addre..
printed on the rev.r.. lide.
If RESIDENT DECEDENT _.e checker 'km.y order p.yabh tOI Ra:lGXSTER OF WILLS, AGeNT.
If HOH*RESIDENT DECEDENT uk, cheel<. or ItOMY order pay.ble tOI COHttONWEAL TH OF PENNSYLVANIA.
MFUHD (CAli A r.fWtd of '. tex eredlt. whIch WII not reQllt'ted en the YetI( Return, ".y be requ4l,ted by coepl,Una .,
w~IJUltlon for Refund of Penn'Ylvani. Inhtrlteno_ end E,t.t. Tlx" (REV~131]). APplloltlons are .vallable It
the Office of tht Megl.ter of Will., InY of the 23 Reveno. DI.trlot OffJce' or fr~ the DtPart-.ntt, 24*houl
tntwerlng I8rvioe nu.ber, for for.' ordering, In Penn,ylvunla l*nOO~]62*2050. out,lde Ponn'Ylvanle
end within looal Herrl.burg er.a f1171 781~8094, TOOl (711) 712~2252 (Heerlng Itpllred orlly),
REPLV TOI
Que,tlon. regtrdlng error. oontalned on thIs notlo. .hould he eddr...ed tOI PA Departtent of Revenun, Bure.u
of IndivIdual TOK", ATTHl Po.t A.......nt Review unIt, DGpt, 280601, I~rrltburg,' PA 11128~060l, phone
(717) 761.6505.
DISCOl.WTI
If eny tax ducI 11 Plld within thr.. (]) ollendar ItOnth. aftor the d.oedflnti. deeth, a five peroent' (5;() dlseount
of the tax PlIld h eUowtd.
PENAL TV I
The X5X t.K -.nt.ty non~p.rtlolp.tlon penalty I. ooeput.d on the total of the tax end Int_r..t .......d, ~ not
patd ~fore J~ry 16, 1996, tho flr.t d.y aft.r t~end of the tOK aane.ty PtrIod.
INTEREST I
Intera.t is ohIrged ~Dlnnlng wJth flr.t day of delinquency, or nine (9) .unthl and ~M (]) day froe th4 d.ta of
~.th, to the d.t. ot P.~t. TaMI. whloh beo... delInquent befbre January I, 1962 baar Int.r..t et the rot. of
.Ix (6X) peroent per ennut oaloulated .t a dally rat. of .000164. All taMe. whleh bee... dtllnqu,nt on and .fter
January 1, 1982 will bear Jnter..t at . rat. which will Vlry fr~ oalandar yaar to aelendar yaar with thlt rat.
BnnOUnOtd by the PA Depart..nt of Rlvenue. The applloabl. Int.r..t rat.. for 1982 through 1999 .rll
Va.r Int.re.t p.te Dally Int.r..t faotor Vear Inter..t R.t. Oalh' lnt.r..t Feotor
1982 20X .0005't8 19M~ 1991 11:1: .000501
1985 16X .000458 1991!: 9Y. .000241
1984 IiX .001301 1995~1994 n .000192
1985 UX .00DS54 1995.199& 9% .000247
19116 lOX .000274 1999 7i: .000192
1987 9X .000241
ulnttr..t 11 crdoulllted .. followll
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlell hllMod aftar the till< hIOOM' delinquent will refllct ItI1 Interllll c.lculatlon to ftftMfl (15) daY5
beyond thl dlte of the ...A....nt, If pav..nt tfi ead. after the tntere.t cu.putatlon data shown on the
Notloe, IckUUonal Intarlllt lIlI.t ba O"l(l~llfltld,