HomeMy WebLinkAbout09-20-07 (2)
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lSDSbDIf:L:L1f7
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes
PO BOX.280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
..
0181
Date of Birth
186344658
02162007
07151942
Decedent's Last Name
Suffix
Decedent's First Name
TRITT
JOANN
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Suffix
Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return D 2. Supplemental Retum D 3. Remainder Return (date of death
prior to 12-13-82)
D 4. Limited Estate D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
[K] 6. Decedent Died Testate D 7. Decedent Maintained a Uvin9 Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
D 9. Litigation Proceeds Received D 10 Spousal Povert~ Credit (date of death D 11. Election to tax under Sec. 9113(A)
. between 12-31 1 and 1-1-95) (Attach Sch. 0)
MI
E
MI
~ORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
RICHARD L. WEBBER, JR. ESQUIRE 7175327388
Firm Name (If Applicable)
WEIGLE & ASSOCIATES, P.C.
REGISTER OF WILLS USE ONLY
First line of address
126 EAST KING STREET
Second line of address
.~")
City or Post Office
DATE FIL~P:-,
, '1
State
PA
SHIPPENSBURG
ZIP Code
17257
....j
Correspondent's e-mail address:weigleattywebber@earthlink.net
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Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knoWledge. '
~ERSON~SPONSIBlE FOR FiliNG RETURN DATE /
L-+.~ 't. IAJo. J ~~ Terry E. Walker q( II/t) '1
ADDRESS
701 Mt. Rock Road, Carlisle, PA 1701S'
SIGNATURE OF P PARER OTHER THAN REPRESENTATIV
,{f./\.-
Richard L. Webber, Jr. Esquire
9Dt6'( {) 7
ADDRESS
126 East King Street, Shippensburg, PA 17257
Side 1
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PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Tritt, Joann E. 21-07-0181
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information
of which preparer has any knowledge.
Signature #2
1~1111.L'm- ~/1?~LrL
,
Name
Address1
Address2
City, State, Zip
Darlene M. Sample
1 Faculty Road
Duncannon, PA 17020
Date
~ ;l3/t)/?
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15056042148
REV-1500 EX
Decedent's Name: Joan n E. Tritt
Decedent's Social Security Number
186344658
RECAPITULATION
1. Real Estate (Schedule A).......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D).......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5.
6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) D Separate Billing Requested............. 7.
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)...................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11 )............................................................. 12.
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
0.00
16.
23,333.70
17.
18,500.22
18.
19. Tax Due..................................................................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
95,421.65
95,421.65
26,837.80
22,601.72
49,439.52
45,982.13
4,148.21
41,833.92
0.00
0.00
2,800.04
2,775.03
5,575.07
D
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 0 7 - 01 81
DECEDENT'S NAME
Joann E. Tritt
STREET ADDRESS
2825 Ritner Highway,
CITY I STATE IZIP
Carlisle PA 17015
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. DisCXlunt
(1 )
5,575.07
5,200.00
273.68
3. InterestlPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
5,473.68
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5) 101.39
(5A)
(5B) 101.39
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
D [!J
D [!J
D [!J
D [!J
D [!J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D [!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
CXlntains a beneficiary designation? ...................................................................................................................... D [!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
1. Did decedent make a transfer and:
a. retain the use or inoome of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its inCXlme; ....................................
c. retain a reversionary interest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care? ..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate oonsideration? ..... ........ .............. ...... .................. ................ .......... ......... ......................... ........
Yes
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. 99116 (a) (1.1) (ii)). The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements
for disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116 (a) (1.3)). A
sibling is defined under Section 9102, as an individual who has at least one parent in CXlmmon with the decedent, whether by blood or adoption.
Rev-150B EX+ (6-98)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tritt, Joann E.
FILE NUMBER
21-07-0181
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION
1 2001 Chevrolet Motor Vehicle VIN 2G1WH55K919141031
VALUE AT DATE
OF DEATH
7.600.00
2 Cash on hand
49.50
3 Comcast
12.78
4 Dishwasher - Proceeds
325.00
5 Erie Insurance - Refund of portion of auto insurance premium
42.00
6 Erie Insurance Group - Premium refund due to cancellation of renter's home
protection insurance.
49.00
7 F&M Trust - Credit on bank statement for return of checkbook cover for estate
checks
36.25
8 F&M Trust #000-0900251 - CD
195.10
Accrued interest on Item 8 through date of death
1.24
9
F&M Trust #015-2984362
50,000.00
Accrued income on Item 9 through date of death
10.96
10
F&M Trust #025-2977475 - CD
10.585.16
Accrued interest on Item 10 through date of death
57.93
11
F&M Trust #05-08666 - Savings
190.00
Accrued interest on Item 11 through date of death
0.14
Total of Continuation Schedule
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
95,421.65
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule E (Rev. 6-98)
Rev-1508 EX+ (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALlH DF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Tritt, Joann E.
FILE NUMBER
21-07-0181
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
12
F&M Trust #07-01505 - Savings
420.61
Accrued interest on Item 12 through date of death
0.03
13
F&M Trust Checking Account
363.03
14
F&M Trust Money Market 71-12300
4.783.84
Accrued interest on Item 14 through date of death
3.29
15
Gross proceeds from public sale of personal property
18.177.56
16
Highmark - Refund of portion of medical insurance premium
409.85
17
Jessica London - Credit
6.51
18
Members 1st Federal Credit Union #43476-11
34.26
19
Members 1st Federal Credit Union Savings Account #43476-00
62.96
Accrued interest on Item 19 through date of death
0.03
20
Mt. Rock United Methodist Church - Refund of security deposit for lease
625.00
21
u.S. Treasury - Social Security
1.344.00
22
Waste Management - Refund of portion of trash bill
35.62
TOTAL (Also enter on Line 5, Recapitulation)
95.421.65
Copyright (c) 2002 fonn software only The Lackner Group, Inc.
Fonn PA-1500 Schedule E (Rev. 6-98)
I\I:V-1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tritt, Joann E.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-07-0181
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule{s) attached
8,825.87
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Terry E. Walker Darlene M. Sample
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 701 Mt. Rock Road
City Carlisle
Year(s) Commission paid
State PA Zip 17015
2007
5,851.80
2.
Attorney's Fees
Weigle & Associates, P.C.
4,500.00
3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
252.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Other Administrative Costs
See continuation schedule{s) attached
7,408.13
TOTAL (Also enter on line 9, Recapitulation)
26,837.80
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
R",,-1502 EX+ (6-98)
*'
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Tritt, Joann E.
IFILE NUMBER
21-07-0181
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Eby Granite Works. Engraving on tombstone
106.00
2
Ewing Brothers
8.719.87
Subtotal
8.825.87
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tritt, Joann E.
FILE NUMBER
21-07-0181
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
Cumberland County Register of Wills - Filing fee for Inheritance Tax Return
15.00
2
Cumberland County Register of Wills - Reserve for filing fee for First and Final
Accounting
200.00
3
Cumberland Law Journal - Legal Advertisement
75.00
4
F&M Trust - Fee for estate checks
25.50
5
F&M Trust - Checkbook Fee - Estate Checks
25.50
6
F&M Trust - Fee for estate checks
25.50
7
Gary Mentzer, Auctioneer - Commission on sale of personal property
5.453.26
8
Gary Mentzer, Auctioneer - Commission on sale of car
456.00
9
Gary Mentzer, Auctioneer - Labor costs for moving personal property
510.00
10
Klinger & Associates, P .C. - Income tax preparation for 2006 income tax return
210.00
11
Klinger & Associates, P .C. - Reserve for preparation of 2007 income tax returns
210.00
12
The Sentinel - Legal Advertisement
202.37
Subtotal
7.408.13
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Tritt, Joann E.
FILE NUMBER
21-07-0181
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 Arizona Mail Order Company, Inc.
VALUE AT DATE
OF DEATH
11.96
2 Brylane Home
361.48
3 Charles R. Inners, M.D.
41.40
4 Chase Cardmember Services
2.000.00
5 Chase Cardmember Services
1.673.91
6 Darlene Sample - Reimbursement for dedecent's groceries
79.00
7 Darlene Sample - Reimbursement for dedecent's groceries
80.00
8 Darlene Sample - Reimbursement for dedecent's groceries
37.00
9 Darlene Sample - Reimbursement for dedecent's groceries
52.00
10 Deborah W. Piper, Tax Collector - Personal taxes
4.90
11 Embarq - Telephone bill
38.97
12 Erie Insurance Group - Renters Insurance
71.00
13 Health South - TV for hospital stay
12.00
14 Johns Hopkins University - Medical Bill
795.75
15 Johns Hopkins University
2.557.28
16 Kough's Oil Service
403.65
17 Kough's Oil Service
218.75
Total of Continuation Schedules
See attached
pages
TOTAL (Also enter on Line 10, Recapitulation)
22,601.72
(If mDre space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule I (Rev. 6-98)
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
continued
COMMONWEAL 1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
IFILE NUMBER
21-07-0181
Tritt, Joann E.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
18
Lane Bryant
700.00
19
20
21
22
23
24
25
Lane Bryant
50.91
Member's 1st FCV Loan #43476-09
9.618.45
Mobile X-Ray Imaging, Inc.
198.00
Monumental Life - Automatic payment subsequent to death
55.36
Mt. Rock United Methodist Church - March Rent
625.00
Mt. Rock United Methodist Church - April Rent
625.00
Mt. Rock United Methodist Church - Portion of May rent and lawn care
180.00
26
PP&L - Automatic payment subsequent to death
49.01
27
PPL - Electric for February
48.15
28
PPL - Final Electric Bill
24.40
29
PPL - Electric bill - March
24.25
30
PRISM
21.00
31
U.S. Treasury - 2006 personal income tax
1.084.00
32
Walmart (as of 1/26/07)
770.24
33
Waste Management (March, April, May)
88.90
Form PA-1500 Schedule I (Rev. 6-98)
Copyright (c) 2002 form software only The Lackner Group, Inc.
REV-1513 EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
Tritt, Joann E.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS pnclude outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
RELATIONSHIP TO
DECEDENT
Do Not List Tftlsteelsl
FILE NUMBER
21-07-0181
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
See attached schedule
Total 41,833.92
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
See continuation schedule{s) attached
4,148.21
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
4,148.21
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA.1500 Schedule J (Rev. 6-98)
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Joann E. Tritt 186-34-4658 02/16/2007
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
1 Helen V. Black Sister One-Eighth of Ninety 4,666.74
26 Fairfield Street Percent of Residue
Newville, P A 17241
2 Donna J. Boldosser Niece One Fifty-Sixth of 666.78
28 Fairfield Street Ninety Percent of
Newville, P A 17241 Residue
3 Marissa J. Boldosser Child of Niece Five Hundred Dollars 500.00
28 Fairfield Street
Newville, P A 17241
4 Alexa M. Clouser Grand Niece Five Hundred Dollars 500.00
170 Simmons Road
Mechanicsburg, PA 17055
5 Jessica A. Clouser Niece One Fifty-Sixth of 666.78
170 Simmons Road Ninety Percent of
Mechanicsburg, PA 17055 Residue
6 Joshua D. Clouser Nephew One Fifty-Sixth of 666.78
170 Simmons Road Ninety Percent of
Mechanicsburg, PA 17055 Residue
7 Sharon L. Clouser Sister One-Eighth of Ninety 4,666.74
170 Simmons Road Percent of Residue
Mechanicsburg, PA 17055
8 Carol J. Pope Niece One Fifty-Sixth of 666.78
PO Box 529 Ninety Percent of
Redwater, TX 75573 Residue
9 Darlene M. Sample Sister One-Eighth of Ninety 4,666.38
1 Faculty Road Percent of Residue
Duncannon, PA 17020
10 Julie L. Schell Niece One Fifty-Sixth of 666.78
1404 Chatham Road Ninety Percent of
Camp Hill, PA 17011 Residue
1
SCHEDULE .J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Joann E. Tritt 186-34-4658 02/16/2007
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
11 Lauren E. Schell Grand Niece Five Hundred Dollars 500.00
1404 Chatham Road
Camp Hill, PA 17011
12 Brian Shearer Child of Niece Five Hundred Dollars 500.00
701 Mt. Rock Road
Carlisle, PA 17015
13 Matthew Shearer Child of Niece Five Hundred Dollars 500.00
331A Herman Avenue
Lemoyne, PA 17043
14 Leroy B. Tritt Brother-in-Law One-Eighth of Ninety 4,666.74
206 Farm Road Percent of Residue
Newville, P A 17241
15 Paul E. Tritt Brother-in-Law One-Eighth of Ninety 4,666.74
PO Box 98 Percent of Residue
Plainfield, PA 17081
16 Ray E. Varner Brother One-Eighth of Ninety 4,666.74
4626 Enola Road Percent of Residue
Newville, P A 17241
17 Kelly Walker Stepchild Five Hundred Dollars 500.00
759 Haight Street of Niece
San Francisco, CA 94117
18 Lindsey Walker Stepchild Five Hundred Dollars 500.00
1338 South 9th Street of Niece
Philadelphia, PA 19147
19 Terry E. Walker Niece One Fifty-Sixth of 666.43
701 Mt. Rock Road Ninety Percent of
Carlisle, PA 17015 Residue
20 Amanda Webber Child of Nephew Five Hundred Dollars 500.00
319 Bulls Head Road
Newville, PA 17241
2
SCHEDULE ..
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Joann E. Tritt 186-34-4658 02/16/2007
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
21 Edward R. Webber Nephew One Fifty-Sixth of 666.77
319 Bulls Head Road Ninety Percent of
Newville, P A 17241 Residue
22 Phyllis B. Webber Sister One-Eighth of Ninety 4,666.74
541 Centerville Road Percent of Residue
Newville, P A 17241
23 Stephanie Webber Child of Nephew Five Hundred Dollars 500.00
319 Bulls Head Road
Newville, PA 17241
Total 41,833.92
3
Rev-1502 EX+ (6-98)
*'
SCHEDULE .I-liB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONWEAI.1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Tritt, Joann E.
FILE NUMBER
21-07-0181
ITEM
NUMBER
1
DESCRIPTION
Mt. Rock United Methodist Church - 598 Mount Rock Road, Newville, PA 17241-
AMOUNT
4.148.21
Subtotal
4.148.21
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
-.
~
~
LAST WILL AND TESTAMENT
I, JOANN E. TRITT, presently residing at 145 Steelstown Road, Newville, Cumberland
County, Pennsylvania 17241, being of sound ptind, memory and disposition, do hereby make, publish
and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any
time heretofore made.
FIRST. I order and direct the payment of all my legally enforceable debts and funeral
expenses as soon as may be convenient after my decease.
SECOND. I give and bequeath the sum of Five Hundred Dollars ($500.00) to the following
children of my nieces and nephews (including those of my deceased husband, George E. Tritt):
A. MATTHEW SHEARER;
B. BRIAN SHEARER;
C. KELLY WALKER;
D. LINDSEY WALKER;
E. MARISSA J. BOLDOSSER;
F. STEPHANIE WEBBER;
G. AMANDA WEBBER;
H. LAUREN E. SCIlELL; and
1. Any other children of my nieces and nephews or those of my deceased husband.
THIRD. I give, devise and bequeath all of the rest, residue, and remainder of my estate
real, personal and mixed, whatsoever and wheresoever situate, as follows:
A. Ten percent (10%) to MT. ROCK UNITED METHODIST CHURCH;
B. One-eighth (1/8) of the remainder to my sister, HELEN V. BLACK, and if sh
predeceases me, one-half (1/2) of her share to her husband, LUTHER"
BLACK, and the remaining one-half (1/2) to be distributed pursuant t
subparagraph "I" below;
",
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WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
C. One-eighth (1/8) of the remainder to my brother, RAY E. VARNER, and if he
predeceases me, one-half (1/2) of his share to his wife, JOANN E. VARNER,
and the remaining one-half (1/2) to be distributed pursuant to subparagraph
"I" below;
D. One-eighth (1/8) of the remainder to my brother-in-law, LEROY B. TRITT. If
he predeceases me, his share shall be distributed pursuant to subparagraph
"I" below;
E. One-eighth (1/8) of the remainder to my sister, PHYLLIS B. WEBBER, and if
she predeceases me, one-half (1/2) of her share to her husband, ROBERT P.
WEBBER, and the remaining one-half (1/2) to be distributed pursuant to
subparagraph "I" below;
F. One-eighth (1/8) of the remainder to my sister, DARLENE M. SAMPLE, and if
she predeceases me, one-half (1/2) of her share to her husband, STEVEN C.
SAMPLE, and the remaining one-half (1/2) to be distributed pursuant to
subparagraph "I" below;
G. One-eighth (1/8) of the remainder to my sister, SHARON L. CLOUSER, and if
she predeceases me, one-half (1/2) of her share to her husband, DAVID B.
CLOUSER, and the remaining one-half (1/2) to be distributed pursuant to
subparagraph "I" below;
H. One-eighth (1/8) of the remainder to my brother-in-law, PAUL E. TRITT, and if
he predeceases me, one-half (1/2) of his share to his wife, LINDA N. TRITT,
and the remaining one-half (1/2) to be distributed pursuant to subparagraph
"I" below; and
I. One-eighth (1/8) of the remainder to be divided equally among JULIE L.
SCHELL, EDWARD R. WEBBER, TERRY E. WALKER, DONNA J.
BOLDOSSER, CAROL J. POPE, JESSICA A. CLOUSER, and JOSHUA D.
CLOUSER. If any of these persons fail to survive me, one-half (1/2) of that
deceased person's share shall be distributed to his or her spouse, and the other
one-half (1/2) of that share shall be divided equally among the remaining named
beneficiaries in this subparagraph.
FOURTH. Any share or shares of my estate which passes to JOSHUA D. CLOUSER shall
be placed IN TRUST with DAVID B. CLOUSER (SR.), SHARON CLOUSER, and JESSICA A.
CLOUSER, as Co-TRUSTEES, to serve without posting bond, on the following terms and conditions:
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WEIGLE & ASSOCIATES, RC - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
A. The net income of the Trust shall be paid to or applied for his maintenance,
education or support at such times and in such proportions as my Trustees shall in
their absolute sole discretion determine. In the event that the income would be
insufficient to provide him with adequate maintenance, education and support, the
Trustees shall invade the principal for this purpose and such invasions shall be
according to his needs. '
B. Upon his death, any principal and/or accrued income remaining in the Trust shall
be used to pay his funeral and burial expenses as well as any of his outstanding
medical and care expenses. The remainder shall be distributed outright to his
natural parents.
FIFTH. I nominate, constitute and appoint TERRY E. WALKER and DARLENE M.
SAMPLE, to be the Co-Executors of this my Las~ Will and Testament; if either of my Co-Executors are
unable to serve, I then nominate, constitute and appoint EDWARD R. WEBBER as substitute Co-
Executor of this my Last Will and Testament. I grant to my Executor and successors the power to
compromise claims without court approval and without the consent of any beneficiary.
SIXTH. I hereby direct that all federal, state and other death taxes payable because of my
death, with respect to the property forming my gross estate for tax purposes, whether or not passing
under this Will, including any interest or penalty imposed in connection with such taxes, shall be
considered a part of the expense of administration of my estate and that such be paid out of the rest and
residue of my estate.
SEVENTH. I direct that my personal representative(s) shall not be required to give bond for
the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, Joann E. Tritt, have hereunto set my hand and seal to this my
Last Will and Testament, written on three (3) pages, the first two (2) pages signed for identification
only, this ~; 'ff; day of~.u?n'f/:e<- , 2002.
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WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
This instrument was by the Testatrix, on the date hereof, signed, published and declared by her to be
her Last Will and Testament, in our presence, who at her request and in the presence of each other,
we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names
as witnesses.
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COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, Joann E. Tritt, the person whose name is signed to the foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my
Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes
therein expressed.
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Sworn or affirmed to and acknowledged
before me by Joann E. Tritt, the Testatrix,
this &: VM day of ~<:Qmh.t{. ,2002.
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Notarial Seal "
PaIrfcIa L Tome. NoIa1Y PublIc
~Boro.CurnbeiIl!lMICounlY
t.tj CommItiIOn Expires June 7. 2004"
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WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - sHIPPENsBURG. PA 17257-1397
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
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We, .J~~"~' "~ ~ ,n~ !'Ill ,to" 11\;;,11[( (j
and ~ib.(7 /- /~~i ~, the witnesses whose names are signed to the
foregoing instrument, being duly qua Ifled according to law, do depose and say that we were present and
saw Joann E. Tritt, the Testatrix, sign and execute the instrument as her Last Will; that she signed
willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that
each of us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best of
our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and
under no constraint or undue influence.
Sworn or affirmed to and subscribed before me
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witnesses, this VJ day of l:::v..cx In ~ , 2002.
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Notarial Seal
Patricia L. Tome, Notary Public
Sh/pf)enaburg 8oro, CumberlaAd County
My Commission Expires June 7, 2004
WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397
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1 B Second Assignment
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REFER TO COUNTY CODES
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7. Increase Fee
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8. Replacement
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~ TRANSFER OF PREVIOUSLY ISSUED PLATE
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D TRANSFER & REPLACEMENT OF PLATE
D TRANSFER OF PLATE & REPLACEMENT OF STICKER
TOTAL PAID
(Add 1 thru 8)
ORIGINAL PLATE .; Check One
D PLATE TO BE ISSUED BY
BUREAU (PROOF OF IN-
SURANCE MUST BE AT-
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EXCHANGE PLATE TO BE
ISSUED BY BUREAU
TEMPORARY PLATE
ISSUED BY FUll AGENT
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! 11)'1""l -_'~!, o LOST 0 DEFACED 0 STOLEN
EXPIRES . -...., 0' ," I DNEVER RECEIVED (LOST IN MAIL)
Month ! _...l Year' -r NOTE: II "NEVER RECEIVED" block is checked, aoolicant must complete Form MV-44.
TRANSEJORRtD FJlO~ T1Tl,E NO. - j I VIf'J ' ~ I 1 01 . .f; <' ---, -. - .- - ,.-
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SIGNATURE OF PERSON FROM llr.. SIGN Fl!RE I RELATIONSHIP TO APPLICANT
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VEHICLE PURCHASED llr.. GVWR I UNLADEN WEIGHT IREO. REG. GROSS WT. I REO. REG, GROSS COMB.
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i CERTIFV THAT ON MONTH I D4v}l VI YEAR 'J~.3.i;."SS~<rA~I<{l!(~INTN~E) ~. r' A~~NT..,NO._ - -- '
ISSUING I HAVE CHECKED TO DETERMINE THAT THE VEHICLE IS INSURED AN5-' :xkt..x.Ykt ..\1 () %J..A.'{ J?:\ (,")& "-,.~
AGENT ISSUED TEMPORARY REGISTRATION TO THE ABOVE APPLICANT, IN lING' ~. 'ug-~ i , I -
INFOR- COMPUANCE WITH ALl APPLICABLE PROVISIONS OF THE VEHICLE CODE ISSU,. ,~~III:r, II}TU I (tIt!" ~ ~~1 O"l~o.-. - y{ U ';,
MATION AND DEPARTMENT REGULATIONS. . /.."....", " ,_ A \/ .).::..u.~ ( . ) 0\ .'~ II r)' , .I
I/WE CERTIFY THAT I/WE HAVE EXAMINED AND SIGNED THIS FORM AFTER ITS COMPLETION AND THAT THE INFORMATION GIVEN IS TRUE AND CORRECT. IF AN EXEMPTION
IS CLAIMED, THE PURCHASER FURTHER CERTIFIES THAT HE/SHE IS AUTHORIZED TO CLAIM THI$'EXEMPTlON. I/WE ACKNOWlEDGE THAT I/WE MAY LOSE MY lOUR OPERATING
PRIVILEGE(S) OR VEHICLE R~GISTRATION(S) FOR FAILURE TO MAINTAIN FINANCIAL RESPOI<lSIBILlTY ON THE CURRENTLY REGISTERED VEHICLE FOR THE PERIOD OF
REGISTRATION. I/WE ACKNOWLEDGE THAT I/WE MAY BE SUBJECT m A FINE NOT EXCEEDING $5,000 AND IMPRISONMENT OF NOT MORE THAN TWO YEARS FOR ANY
FALSE STATEMENT THA1'1I/WE MAKE ON THIS FORM.
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Signature of Seller
Signature of Second Purchaser or Authorized Signer
TELEPHONE NUMBER
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Signature of Co-Seller
2ND
ASSIGN-
MENT
Signature of Co-Purchaser ITltle of Authorized Signer
H.
NOTE: If a co-purchaser other than your spouse is listed and you want the title to be listed as "Joint Tenants With
Right of Survivorship' (On death of one owner, title goes to surviving owner.) CHECK HERE O. Otherwise, the title
will be issued as "Tenants in Common" (On death of one owner, interest of deceased owner goes to his/her heirs or
estate) .
NOTE: IF THE VEHICLE IS TO BE USED AS A DAILY RENTAL OR LEASED VEHICLE. CHECK THIS BLOCK 0 . IF BLOCK IS CHECKED, COMPLETE AND ATTACH FORM MV.IL.
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TRUST
Date of Death Valuations
Customer Name: Joann Tritt
Date of Death: 02116/07
Acct Tvoe Account Number Ooon Date Close Date Balance Accrued Int Total Balance Account Owners
Checkino 33-06577 10/29/1996 still oDen $ 363.03 $ - $ 363.03 Joann E Tritt, Individuallv
VSavinas 05-08666 10/23/1998 02127/2007 $ 190.00 $ 0.14 $ 190.14 Joann E Tritt, Individuallv
~Savinas 0"l-Oi505 08109/2002 02127/2007 $ ~' 420.61 $ 0.03 $ 420.64 Joann E Tritt, Individuallv
onev Mark 71-12300 08/31/2006 02128/2007 $ 4 783.84 $ 3.29 $ 4,787.13 Joann E Tritt, Individuallv
VCD 000-0900251 0810212002 02126/2007 $ ,/ 195.10 $ 1.24 $ 196.34 Joann E Tritt, IRA
\' CD 015-2984362 03/01/2007 still ooon $ / 50,000.00 $ /10.96 $ 50,010.96 Joann E Tritt, Individuallv
CD 025-2977475 07/28/2004 02126/2007 $ ,,10,585.16 $ ./57.93 $ 10,643.09 Joann E Tritt, IRA
717-264-6116
888-264-6116
P.O. Box 6010
Chambersburg, PA
17201-6010
r' I .. . ... n I A I ~ n' II Tin N c:.
l:~nM PFOPI F YOU KNOW
nw.fmtrustonline.com
TRUST
AD B 2U01
MM -
March 7, 2007
Weigle & Associates PC
Attorneys-at-Law
126 EKing St
Shippensburg PA 17257
RE: Joann E Tritt
Mr. Webber:
In reference to the above customer, our records show the enclosed information to be
accurate as of February 16, 2007.
If I may be of any further assistance, please contact me.
Sincerely,
~8kOo.OO
Karen E Davis
A VP, Deposit Operations
717-264-6116
888-264-6116
P.O. Box 6010
Chambersburg, PA
17201-6010
K;II\IAI\II"IAI C:nIIlTlnN<:
I=RnM PFOPI F YOU KNOW
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
LOAN ACCOUNTS:
Account Number/Suffix
Date Loan Established
Principal Balance at Date of Death
Loan Type
Interest Rate
Collateral Held as Security
Name of Co-Borrower
Estate of: JOANN TRITT
Date of Death: 02/16/2007
Social Security Number: 186-34-4658
,., 1~
MEMBERS 1st
FEDERAL CREDIT UNION
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43476-00
12/19/1984
$62.97
$.03
$63.00
None
43476-11
04/10/1999
$34.26
$.00
$34.26
None
43476-09
04/10/1999
$9,525.28
Personal Service Loan
12.75%
Signature/Contractual Pledge of Shares
None
~MBERS 1.ST FED!=RAl C.REDIT UNION
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Danielle A. Kiine
Insurance Services Specialist
March 19,2007
5000 Louise Drive · Po. Box 40 · Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 · wwwmembers1st.org
FINAL SETTLEMENT
Date
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OWN,~4t11/ c!il $.Jt:' cdd!i2C .... . . _.n_. ..-
Address t Ca[ed~ ,tJif' ____
,
Date of Sale ~ay 312~dX7____sG?1 La:at.or Lv'", llA".e {;.t'~/zZ;;;.t-- /k/.ct!)-/r
<-t/J~ ~ /- /1 P-;;' (' H ,/-11.-1- /6 ~ If'
Auctioneer / Il.flAt~t/ u'l.C~t:'-JL~x..'-Clerk________Cashjer
Other
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Other m__ __ __.u__..__. __.____..w... m..__........ __. __. n... m '. __. __'.. __ ..__...... ..m. ....
PROCEEDS OF SALE;
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.
5" C; .s> .s" {J
Miscellaneous (see attached list) .....____h.__...m..__.......h.__
TOTAL PROCEEDS OF SALE.______..____...__..........__$ /9'/ 7 1.3 ~-G;
LESS SEllER'S SALE EXPENSE:
Auctioneer's Fee m.__u.__g~%.....w......n_.........__.
t ~ t2J,c/
Other Seller's Expenses
Advanced by Auctioneer:
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r;14.~;.1 Z Xi'; g ~
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Miscellaneous (see attached list) ..__.______..m.__.....
DEDUCT TOTAL SELLER'S SALE EXPENSE..m___$
TOTAL NET PROCEEDS TO SELlERm.m.$
/ / "7-')-2 9>0
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I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and
location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept all re-
sponsibility for providing merchantable title to ail goods, merchandise, and/or property sold, and for
delivery of title to the purchaser.
{if CZL4; l( 7l? ,. ~11}~;:v:.:' L
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U(Seller's Signature)
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MEMBERS 1st
FEDERAL CREDIT UNION
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SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued I nterest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
43476-00
12/19/1984
$62.97
$.03
$63.00
None
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
43476-11
04/10/1999
$34.26
$.00
$34.26
None
LOAN ACCOUNTS:
Account Number/Suffix
Date Loan Established
Principal Balance at Date of Death
Loan Type
Interest Rate
Collateral Held as Security
Name of Co-Borrower
43476-09
04/10/1999
$9,525.28
Personal Service Loan
12.75%
Signature/Contractual Pledge of Shares
None
. ~ ~IMBERS 1ST FED!=RAL CREDIT UNION
\~0~~J-\ -\Cft\V0L-
Danielle A. Kiine
Insurance Services Specialist
March 19,2007
Estate of: JOANN TRITT
Date of Death: 02/16/2007
Social Security Number: 186-34-4658
5000 Louise Drive . P.0.Box40 . Mechanicsburg,Pennsylvania 17055 · (717) 697-1161 . www.members1st.org
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