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HomeMy WebLinkAbout04-0319 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estateof Walton S. Ritter Jr. No. ~,~t-Ol'~ - gl (~ also known as , Deceased Social Security No, John E. Slike, Esq. Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) ] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut named in the last Will of the Decedent, dated 08/20/19~ codicil(s) dated 05/01/199~ State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.ta.; d.b.n.c.ta; pendente lite; durante absentia; durante minodtata) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship ~ ~-~.~ Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. EQ ,,, Decedent was domiciled at death in Cumb er land County, Pennsylvania with his~her last"f~nily or principalresidenceat 2019 Yale Ave., Boroush of Camp Hill, Camp Hill,.'~P~ 17~1 (list street, number, and municipality) Decsdent, then years of age, died 03/ll/200Zat Camp Hill, PA (Lccation) (If domiciled in PA) All personal property $ 15,000.00 (;f not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 100,000.00 situatad as follows: 2019 Yale Ave., Camp Hill, PA 17011 I [~ - Si,qnature Typed or printed name and residence \IZ ~-~ /f2 ! John~. Slike, Esq. f -:' - - 2109 Market Street Camp Hill PA 17011 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form sol[ware only CPSystems, Inc, Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate{,~ ;"/.~acc°rding to law.//./// Swam to or affirmed and subscribed ~,]~ /"_1.(,. / ~ before me this?)? ..d.a¥.o.f ' . ~' .o,.,qI-Oq' Estateof Walton S. Ritter Jr. Deceased Social Security No: Date of Death: 03/11/2004- AND NOW, ~ o~ , ~OO;~- , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters E~tamentary (~ministration (c.ta.; d.b.n.c.ta.; pendente lite; duran~_' ~, entia; J;llJfanta minori~e) are hereby granted to John E. Slike, Esq. ~",:~ ::~ . ¢.~.~ --~ in the above estate and that the instrument(s) dated 08/20/1980 05/01/1990 ..~ ~ Lu ~.. FEES Letters ........... $ 5. ~ Register of Wills ,~'"L'. /._) ~ Short Certificate(s) ..... $ C~__ , 0(-.% Renunciation ........ $ Attorney: John E. Slike Affidavits ( ) .... $ I.D. No: 06262 Saidis, Shuff, Flower & Lindsay Extra Pages ( ) .... $ [.O . ~ Address: 2109 Market St. Codicil ........... $ IO,~ Camp Hill, PA 17011 JCP Fee .......... $ ~(~) . ~ Telephone: 717/737-3405 Other ........... $ TOTA' ......... $ Register of Wills of Cumberland County, Pennsylvania OATH OF NON-SUBSCRIBING WITNESS J, ,. also known as , Deceased (each) a subscriber hereto', (each) being duly qualified according to law, deoose(s) and say(s) that (l am/we are) familiar with the signature of ~-,/~a //-o~ ~'. ~f,[~_~ ,~., , testat of (one of the subscribing witnesses to) the will/codicil presented herewith and that ~ ,~ believes the signature on the will/codicil is in the handwriting of GJ 'z I +~'c~ ~' . r~ ~ I~e,~ ~ ~ to the best of 0 ~v knowledge and belief. Sworn to or affirmed and subscribed - '- · ~j~ (Signature) be'f~re .~ ~iS'~ ~ ~ day of (Signature) '~~:'~ ,200~ ~or the~R:e:~iste¢~~ Sworn to or affirmed and subscribed (Signature) before me this day of Vd"o,~" pu~!~aqtz~nO (Signature) For the Register ,20~: Ed [[ ~VH ~0, SltVt~ jo Register of Wills of Cumberland County, Pennsylvania OATH/,OF SUBSCRIBING WITNESS 5stataof Walton S. Ritter Jr. No. ~t'Oq '%{~ also known as , Deceasad Shelby L. Yin~ltn~ John E. Slike, Esquire ...,J e/J - (each) a subscribing witness to the E~3dicil(s) [---'-~ill(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and [] the presence of each other tommee presence of the other subscribing wilness(es). (Signature) ~Shelby L .~ffingl,¢gu 6311 Stephens C~ossing~/ Mechanicsbur~, PA 17050 (Address) ~~ (Signature)/ X~ohn E. Slike, Esqu~, /,. 2_109 Market Street ~'~- //~ Camp Hill, PA 17011~ (Address')/ fi:) o, ~cc~ ~' ", 2ooq My Commission Expires; ~ Prepared by the Pennsytvania Bar A~soclation Copy~ght (c) 1996 form software only CPSystems, Inc. Form ~R W-:; 0991 ) REGISTER OF WILLS OF CUMBERLAArD COUNTY, PENNSYLVANIA OATH OF NON-SUBSCRIBING WITNESS Shelby L. Yingling, Subscriber hereto, being duly qualified according to law, deposes and says that she is familiar with the signature of Walton S. Ritter, Jr., testator of the Will and Codicil presented herewith and that she believes the signature on the Will and Codicil is in the handwriting of Walton S. Ritter, Jr., to the best of her knowledge' and belief. Sworn to or affirmed and subscribed'be;fore me this Shelby L./Ylng ' his is t6 certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~ · ~ Local Registrar (/ · ' P 101370'87 MA} 812004 No. Date Z -o -3 (Coroner) ~alton 8 Rttter. Jr. .,. Hale a, 206-10-~¢5 ~ , t ~ch Il, 200~ 86 w ~ lune 22~1917 Harrisburg ~.~..D ~.. Cumberland Camp ~1~1 2019 Yale Avenue ~.~,.~.~ . 2019 Yale Avenue ~U~RE~NCE ll..~.t. Camp HSll, Pa 17011 ~=~ ,~- L~ll~an Crowover . Sr ~w,--~ Haverford Road ~ple S~de New Jersey 08052 ~ ~" April 6s2004 ,,,, I~iantom Gap Nat,~et~ Annville~Pa A.. =~. March 28. 2004 ,~)~ · Hypertensive Cardiovascular Disease WILL OF WALTON S. RITTER, JR. I, Walton S. Ritter, Jr., now domiciled in New Cumberland, Pennsylvania, declare this to be my last will. I revoke all other wills and codicils that I may previously'have made. ARTICLE I My just debts and expenses of my last illness, funeral and admini- stration of my estate shall be paid by my executor from the prin- cipal of my residuary estate as soon as practicable after my death. ARTICLE II Ail inheritance, estate and succession taxes (including interest and penalties thereon but not including any generation skipping tax) payable by reason of my death shall be paid out of and be char. ged~ generally against the principal of my residuary estate without reimbursement frqm any person. This provision is not a waiver of any right which my executor has to claim reimbursement for any such taxes which become payable on account of an~ _~rope.rty over which I have a power of appointment. ~ ,~ o ARTICLE III I devise and bequeath all real estate, wherever situated, and all my personal effects, household goods and any other property that I own mt the time of my death to my' beloved friend, Hilda~Duffield Peters of 2019 Yale Avenue, Camp Hill, Pennsylvania. If she does not survive me, I bequeath all'my, worldly estate to my son, Joseph C. Ritter, of 142 Thunder Circle, Bensalem, Pennsylvania, 19020. ARTICLE IV In addition to the powers conferred by law, I authorize my executor in his or her absolute discretion: (a) to retain in the form received and to sell either at public or private sale any real or personal property, except that which I specifically bequeathed herein (b) to manage real estate (c) to invest and reinvest in all forms of property without being confined to legal ingestments, and without regard to the principal of diversification (d) to exercise any option or rights arising from ownership of investments (e) to compromise claims without court approval and without consent of any beneficiary (f) to execute contracts, conveyances 'and other instruments (g) to make any distribution or division of my estate in cash or in kind or in both, and to determine the value of any such property. ARTICLE V I nominate, constitute and appoint my beloved friend, Hilda Duffield Peters, executrix of my last will and testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my said friend, I nominate, constitute and appoint my son, Joseph C. Ritter, executor. I hereby relieve my executrix from the necessity of posting security in connection with her duties as such in any jurisdiction in which he may be called upon to act in so far as I am able by law to do SO. I have executed this will on the~day o , 19~O. W~LTON S. RITTER, JR. / We saw said~m~.~l~., in our presence, sign and seal the foregoing instrument at its end. He~ th~n declared it to be his last will and requested us to act as witness to it. We believe h~m to be of sound mind and memory and not under duress or constraint of any kind. We, in his presence and in the presence of each other, then signed our names as attesting witnesses. Ail of th' was done on the date last above written in said instrument. Sworn to jana subscribed before ~me ehSs "",'of , 1980. REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Walton S. Ritter, Jr. Date of Death: March 11, 2004 Will No. 21-04-0319 Admin. No. To the Register: I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on April 30, 2004. Name Address Joseph C. Ritter 737 Haverford Ave., Maple Shade, NJ 08052 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none JOhn E. Slike, Esquire 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X Personal Representative Counsel for Personal Represe ,mba&i've COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004045 SLIKE JOHN E 2109 MARKET STREET CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .................. 101 $2,400.00 ESTATE INFORMATION: SSN: 206-10-8395 FILE NUMBER: 2104-031 9 DECEDENT NAME: RITTER WALTON S JR DATE OF PAYMENT: 06/1 4/2004 POSTMARK DATE: 06/1 2/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/1 1/2004 TOTAL AMOUNT PAID: $2,400.00 REMARKS: CHECK# 1012 INITIALS: JA SEAL RECEIVED BY:. GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 OF COUNSEL JOHN E. SLIKE TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 ALBERT H. MASLAND ROBERT C. SAIDIS EMAIL: attomey@ssfl-law.com GEOFFREY S. SHUFF CARLISLE OFFICE: JAMES D. FLOWER, JR. 26 WEST HIGH STREET CAROL J. LINDSAY CARLISLE, PA 17013 MATFHEW J. ESHELMAN TELEPHONE: (717)243-6222 KIRK S. SOHONAGE FACSIMILE: (717)243-6486 THOMAS E. FLOWER LINDSAY GINGRICH MACLAY REPLY TO CAMP HILL JACLYN SMITH June 10, 2004 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of Walton S. Ritter, Jr. File No. 21-04-319 Dear Ladies: Enclosed is a check in the amount of $2,400.00 representing a discount payment on account of inheritance taxes in the above-referenced estate. Kindly provide our office with a receipt for the payment. Very truly yours, ~~S' ~)~2OWER & LINDSAY  E. Slike JES/sly Enclosure Law Offices of Saidis, Shu., Flower 2109 Market Street Camp Hill, PA 17011 . · Register of Wills Cumberland County Courthouse Carlisle, PA 17013 LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 OF COUNSEL IOHN E. SLIKE TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 ALBERT H. MASLAND ROBERT C. SAIDIS EMAIL: attomey@ssfl-law.¢om GEOFFREY S. SHUFF CARLISLE OFFICE: JAMES D. FLOWER, JR. 26 WEST HIGH STREET CAROL 1. LINDSAY CARLISLE, PA 17013 MATTHEW J. ESHELMAN TELEPHONE: (717)243-6~ KIRK S. SOHONAGE FACSIMILE: (717)243-6486 THOMAS E. FLOWER LINDSAY GINGRICH MACLAY REPLY TO CAMP HILL ]ACLYN SMITH July 27, 2004 gi " Re ster of Wills ~ ~.. Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of Walton S. Ritter, Jr. File No. 21-04-0319 :,:': ~ ~::":' Dear Ladies: Enclosed is an original and two copies of an Inheritance Tax Return for the above estate. Also enclosed are checks for the filing fee and the balance of tax due. Please return a time- stamped copy of the return in the envelope provided. Thank you. Very truly yours, SAIDIS, SHUFF, FLOWER & LINDSAY /~;i~ L.~ngling, Estate earalegal /sly Enclosures COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE 81JREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS~3URG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004207 SLIKE JOHN 2109 MARKET STREET CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $240.93 ESTATE INFORMATION: SSN: 206-10-8395 FILE NUMBER: 2104-031 9 DECEDENT NAME: RITTER WALTON S JR DATE OF PAYMENT: 07/28/2004 POSTMARK DATE: 07/28/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/1 1/2004 TOTAL AMOUNT PAID: $240.93 REMARKS: SLIKE JOHN S CHECK# 1035 INITIALS: CP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER ~, OFFICIAL USE ONLY REv., 500 EX + (6-00) R NV-- 1 500 COMMO.WEAL .OFPE..SYLVAN,^ INHERITANCE TAX RETURN FILE NUMBER DEPAR ENT OF REVENUE RESIDENT DECEDENT 21- 04- 0319 DEPT. 280601 COUNTY CODE YEAR NUMBER HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER D E Ritter, Jr. Walton S. 206-10-8395 C DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) E I 0 03r~/~/~D04 06/22/1917 REGISTER OF WILLS E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T I Retum 2. Supplemental Retum ~ 3. Remainder Return C A P B 4. Limited Estate . ~l,r~l~l~l~t~l['~ Compromise (date of death after 12-12- 2)8~ S. Federal Estate Tax Retum HpRL E P ~ O 6. Decedent Died Testate Beqei/edt Maintained a living Trust 0 8. Total Number of Safe Depo C R A C (Attach copy of Will) (~l~nfla~opy of Trust) KOTK ES [~ 9. LitigationProceadsReceived[-~10. Spousal Poverty Credit r-~ 11. Elealion to tax under Sec. 9 ~ld~(~,f death between 12-31-91 and 1-1-95) (Attach Sch O) C g NAME COMPLETE MAILING ADDRESS O John E. Slike R ND FIRM NAME (If Applicable) 2109 Market St. R E ~ Saidis, Shuff, Flower & Lindsay Camp Hill, PA 17011 S T TELEPHONE NUMBER 7~7/737- 3405 1Real Estate (Schedule A) (1) 102,00~.~ ~ OFF,C,ALmE ONLY 2Stocks and Bonds (Schedule B) (2) _~dfl~' e 3Closely Held Corporation, Partnership or (3) ~ c.-- Sole-Proprietorship ~'~= r-' 4Mortgages & Notes Receivable (Schedule D) (4) H°ne R 5Cash, Bank Deposits & Miscellaneous Personal Property (5) 42,566.15 03 C (Schedule E) ':*~ -q .~-ii.. ~. A 6Jointly Owned Property (Schedule F) (6) Nolte P [~Separate Billing Requested i'~ :~- I T U 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None L (Schedule G or L) A T 8.Total Gross Assets (total Lines 1-7) (8) 144,566.15 I O 9Funeral Expenses & Administrative Costs (Schedule H) (9) 22,736.17 N lllDebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 60,335.45 11Total Deductions (total Lines 9 & 10) (11) 83 ~ 071.62 l~Jet Value of Estate (Line 8 minus Line 11) (12) 61,494.53 13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13}. made (Schedule J) l~let Value Subject to Tax (Line 12 minus Line 13) (14) 61,494.53 C O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T PU 150,mount of Line 14 taxable at the spousal tax A .0 0 (15) 0.00 X I rate, or transfers under Sec. 9116(a)(1.2) X T l~,mount of Line 14 taxable at lineal rate 61,494.53 X .0 45 (16) 2,767.25 I 17Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 O N 180,mount of Line 14 taxable at collateral rate X .15 (18) 0.00 l~l'ax Due (19) 2,767.25 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00) ' Decedent's Complete Address: STREET ADDRESS 2019 Yale Ave. CITY STATE ZIP I Camp Hill PA I 17011 Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) (1) 2,767.25 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments 2 ,/+00.00 C. Discount 126.32 Total Credits ( A + B + C ) (2) 2,526.32 3Jnterest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4Jf Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) O. O0 5Jf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2/+0.93 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2/+0.93 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1Did decedent make a transfer and: Yes No ;. retain the use or income of the property transferred; ......................... ~ ~ · retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ [~ ~ 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. [] I-~ 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perjunL I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is tree, correct and[c~mplets. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. S,S.ATU??F.~RSO~RESPONS,,tEFOR~,UNSRE~URN John E. Slike D \ ~'// dP /~, 2109 Market St. ~ / / . A .......... SIGNATU~E};~REPAREROTHERTHAN REPRESENTATIVE Saidis, Shuff, Flower & Lindsay [] / /~ ~-~ ~, / - --, 2109 Market St. -~/ / / A ~'/ ~- ~,,~ ,~ ,,~/ ~ - - -~ -~.~ ~L~.-~: - ~3~t~. - - ~.7(~ ~.i- ......................... .~./..~f?~( y T F0;'~i~'~af~;;'~l~ i', 'i~9~ ~n~J ~;f0ie' J~nuary '1', 19~5','t~; i~'r~i; i~p0sed' o~ the n;t vai~ 0i ir~.nsieis to' oi ,0r the U~ 0it~e surviving spb~se is 3% [72 P.S. 9116 (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 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure 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 0% [72 P.S. 9116 (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 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev, 6-00) REV-1502 EX + (1-97) SCHEDULE A co,~MONWE^,~, or PE.NSY~VAN.^ REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Walton S. Ritter, Jr. SS~ 206-10-8395 03/11/2004 21-04-0319 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with rk~ht of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 2019 Yale Ave., Borough of Camp Hill, PA 102,000.00 (value based on sale price - see settlement sheet attached) TOTAL (Also enter on line 1, Recapitulation) $ 102,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, Form RE¥-1502 EX (Rev, 1-97) REV-1508 EX + (1-97) SCHEDULE E COMMO.WE^'T. OFPENNSV'V*"I^ CASH, BANK DEPOSITS, & MISC. IN.ER~T*"CE T*X RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Walton S. Ritter, Jr. SS~/ 206-10-8395 03/11/2004 21-04-0319 Include the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH i PNC Sank, checking acct. 5000869518 16,759.40 2 Pension payment received after date of death 1,287.40 3 2001 Cadillac Seville STS, 4 door sedan 20,000.00 (value based on sale price) 4 Personal property and household furnishings (per sale prices) 2,799.35 5 tuns (see attached appraisal) 900.00 6 Cash found in house 31.00 7 2003 income tax refund 789.00 TOTAL (Also enter on line 5, Recapitulation) $ /+2,566.15 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Walton S. Ritter, Jr. SS~; 206-10-8395 03/11/2004 21-04-0319 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. :UNERAL EXPENSES: Myers-Harner Funeral Home 5,655.00 B. ~DMINISTRATIVE COSTS: 1. Personal Representative's Commissions 500.00 Name of Personal Representative(s) John F.. S'I ike Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 2109 Market St. City Camp Hill State PA Zip 17011 Year(s) Commission Paid: 2. Attorney's Fees Saidis, Shuff, Flower & Lindsay 6,782.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 270.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs Cumberland Law Journal, estate notice 75.00 The Patriot News, estate notice 140.05 Classic Firearms, appraisal fee for guns 20.00 Donna Gordon, clean out house to prepare for sale 280.00 PNC Bank, check printing fee 55.80 Haar's Auction, commission 699.84 Closing costs for real estate: pro-rated taxes 241.63 7,590.63 Fed Ex and tax cert. 24.00 Transfer tax 1,020.00 Sewer 60.00 Transaction fee 125.00 Commis s ion 6,120.00 Total of Continuation Schedule(s) 667.35 TOTAL (Also enter on line 9, Recapitulation) $ 22,73 6.17 (If more space is needed, insert additional sheets of the same size) Copyright (c)1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Walton S. Ritter, Jr. Soc Sec #: 206-10-8395 Date of Death: 03/11/2004 Continuation of Schedule H-B7 (Other Administrative Costs) Amount Item Description 600.00 Commonwealh of PA, sales tax on car 37.05 Repairs to car 30.30 Patriot News, auto advertisement 667.35 REV-1512'EX +(1-97) SCHEDULE I DEBTS OF DECEDENT. COMMONWEALTH OF PENNSYLVANIA ...E.,T^.CET~.E~U.. MORTGAGE LIABILITIES. AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Walton S. Ritter, Jr. SS~ 206-10-8395 03/11/2004 21-04-0319 Include unreimbursed medical expense. ITEM NUMBER DESCRIPTION AMOUNT 1 Citi Financial, interest payment on loan 310.00 2 James D. Bogar, Esquire, attorney fees 185.00 3 Vascular Assoc., medical expense 18.96 4 Quantum Imaging & Therapeutic Assoc. 65.40 5 Burick Azizkhan Internal Medicine 139.53 6 Moffitt Heart & Vascular 18.96 7 Camp Hill Fire Company 49.74 8 West Shore EMS 507.27 9 SERS, reimbursement for pro-rata retirement payment 815.35 10 PPL, electric utilities 41.66 11 car repairs 105.85 12 UGI, past due amount plus startup fee 502.33 13 PA American Water 36.46 14 PNC, payment on loan 1,220.34 15 PNC, payoff of loan (see settlement sheet) 43,495.59 16 CitiFinancial, balance due on car loan 10,701.59 17 Enterprise Rent-a-Car, claim for damages 462.37 18 Moffitt Heart & Vascular Group 35.77 19 Penn Waste, Inc. 50.74 20 Pechart Lawn Sevice, lawn mowing for April and May 222.60 21 AT&T Wireless, final bill 107.35 22 PA American Water 11.90 23 UGI, service call 63.60 24 PPL 9.25 25 UGI, final bill 5.80 26 Verizon, phone bill 96.71 27 PA American Water, final bill 13.06 28 Pechart Lawn Service 127.30 29 AT&T, final bill 3.23 30 PP&L, final bill 6.54 31 Holy Spirit Hospital, medical costs 905.20 TOTAL (Also enter on line 10, Recapitulation) $ 6 0,3 3 5.45 (if more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J COMMO.WE^L~" OF PE..SYLV^.,^ BENEFICIAR lES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Walton S. Ritter, Jr. SS~/ 206-10-8395 03/11/2004 21-04-0319 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outfight spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Joseph Ritter son entire estate 737 Haverford Ave. Maple Shade, NJ 08052 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 181 AS APPROPRIATEl ON REV 1500 COVER SHEET II. ~ION-TAXABLE DISTRIBUTIONS: % SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00) .':!' · '.', ...L., ',. ,' ' ' ;; :, ':'i:'": 'u' :~'(".;~'F '.: ,., ,47.~,. "" P..'.. O,.,.,Be~x'" ' ' 1-3'" ' 2'..:.' ",'...' ,.,'~''" ,~' ::,,.,' '- ",...?x, *~ ' (: % ". 3401 Hartzdale Drive Suite 126 Camp Hill, PA 17011 %1 717 737 0431 Fax 717 737 1456 ~ ~G~T ~T YOU ~ IN DEFA~T IN YO~ PAINT ~ER ~OVE DESCRI~ ACCOUNT. ~ESS PA~T IS RECEIVED OR YOU ~ IN ~ E~NT WE ~POSSESS ~E AUTO, YOU WI~ ~ THE RXGHT TO ~DE~ IT FOR A PERIOD OF FIF~EN DAYS ~OLLOWIN~ YOUR ~CEIPT OF ~E NOTICE 0F ~POSSESSION. TO ~E~ ~E V~IC~ YOU ~LL ~VE TO PAY T~ ~LL ~0~T DUE PLUS ~TE FEE8 ~ ~ ~POSSES~ION FEES. IF YOU CHOOSE NOT TO ~DE~ THE VEHICLE, IT WILL BE S0~ ~D ~ ~ ~T THE PROCESS ~OM THE S~E ~ NOT SUFFICI~T TO CO~R TME B~CE O~ YOU WILL BE LIABLE FOR THE DEFICIENt. S INCE~LY ~ ::~ettle:,ment WHL.,E.R F, IT::-K ESTATE Pa:ge: 5 S~,l].er: 63~Z~ JOHN E SL.]:KE ATT 2i09 MARKET' ST Cf:iMP HiLL PPi 170Ii I t e m ~. ,:: s c r i p t i o n ;-' r i c e Q't y T o 't a 1 ..... !ton skiltet ;[ 3~ 00 -' Pr i i ght s ~ 0.25.;0~Z~ - F:'encil bmx ,content:s i G.25ZO - Meas tape 1 i,50 -' Weat:herstat ion ]. ~. 5000 .... License p ] at ,=,. _ i 0,'-'~..~Ok''' - F)erpet:ual c:.alenciar~ fan i .... ~'~-'; i.( - B o o m b c x .... K n i f ~ ..... Elec 'Fab i i.5*Z: - Metal bo>< ]. - L_iuhts._ ~' 0. 5005 -.. ,~' -i.. ~., i'" P~ r'~ -'- Be, wi s 1 .... Refri~ set I ~'T, 00 ..... Eiec dri ! ]. - B 'in o c u i a i-': s '! Commission a'l; 25,,AOO~e c,':,,~ ~::,,, N ~.. w~. h.--.va r-:-;. ,-'- r, m ...... m'"~..i ..... H k'" S AL C-!" i ON ~', -;'-.: =,"--,- ~-; :, .-', ;: Set i; i ement WALTER RITE-LF-:~ EES"Fi'::i't'E Page: Seller"~ -~.?}iZi(~i JDl..il'.tESL. IKE AT-i" 21 R,. ,sa_, M A R K E T S T CAMP HiLL F-'R Item Description Pr ic:-e Qty Total ..... Tumblers i ~.00 - r,,=,rslney park bath tub t 0.2500 - C 1 o c k' ! 1.0. ID .... L ~¢._.. f d i sh,,, s_ i 0. 1 ='.']P._~= ~., - Mixer i ~:.='-"-'. 00 .... 'L';a l)'i I1i e r i 3. I?) i~l -. Air rake 1 ,4. .... LJmbre 1 ia i 1. - .~1- ..... ers ~., i . 00 .... Holiday platter' ~ .q.. 5JZ~ - 2 o x i n +: i 0. '-'='"'1~7' ..... H a +: -" i~i ;.'-, .h .~ . .... ~2 :[ E, i"i ~ o "~ 1 .... Rad:Lo/~v 1 ._ K ri i f e -- S c a n n e r ~ .!. Ei. 0 0 - Bc:,x lot i 0.5000 .... E}hakers~ .... .P ,-~.. p .~_..,", u n I 0. 7 ,~ ~:: ~7~... 'Z.. -- C a n d 1 e s is ~ c k s i 2 ,, .... Bc..,x io't i iD. 1500 .... Shc, t '_a!lasses i 4,,80 J u i c e r' i 8 - '-';'~" ~. 0,:., -' i'..:i ?' El,*] &',.Ti · -' Pari iot i 0. 5000 - Bo~: lot 1 0. '~,=',','~' .... C o m f o r t e r ',' 2 --. Box lot 1 0.2500 .... Lawn spr':L nj< 1 er i ..... Mar.:.h 6, i; e -' ]B c, x I ....... i L,t b " ..... S h ,a I.< e r' s i ,:~, ,~ ,,. .... '[' ~". a v ][ c': i'.: i ~]'J, 2 % lb 0 ..... Ash trays 1. S. 00 - ,..:, .=:. ,., I;, 6.:, i :i. ;.',_ s ..... Baske+u , cOf'It el'i'rd '-' Shakers I lZi. '- PI"' ~ i [:iht S .... Egg nog set :L ..... i.!', o :.< ! o t 1 0. 2500 .... Hail cas .s e r,'.:, I e ,, ,:ITER ESTATE I::'a[;e: 4. 2109 MARKET S'T CAIflF' HZL. L PA I t er~i Descript: ion Price Qty 'r'ot al - Bed s pre,ad .... na~l pitcher I 15,,~30 .... Box lot I 4. -' Box sheets I 6,00 u u.,tail shaker i t3.250~ · - Set of dishes i :L.00 -- Box lot ! 0. !50~3 - Scott i es i 0. 2500 - Box lot 1 0. t500 .... ]'r.a~,,.e]. c3o'?fee poC set i 13. 25~Z~ - Box lot: i 2, Ji}Z~ - Box lot: 1 0.250 - Otc japan lighter 1 10.0~ - Basket ~ content: s .... C ]. ~:; 'I.; h e s p J. n .... Pitt:her i 0.5 C~C~ 0 - l_ight s i 0. 1 5 23 Z' .... C h o p p e 'r' i 4.5~Z '- W e .a t h e t s t a t i o n ! c, t ! :Z~. '75~Z~0 w w w, h a a r s c:. o m H A A R '.' Se~:'~'].ement WAL. TER RITER Sell. er: 6300 JOHN E SLIKE ATT E1E9 MARKET ST 1 CAMP HI-c_ PA 17011 It em Descri pt: ion Price Qt y Total - Shove 1 1 0. 5000 -' Rakes i 0. 5000 -. R a k e i 2. ,, 50 - Scraper i .... Shove 1 1 0~ 2500 - Worke~ .... i 2. 00 -- Handle 1 3.0~ -' Tapes I 0. 5000 - Cd~s and ].ot I 0.50~0 - Refrigerat or '~ 5E~. 00 .... Weight s 1 16.00 -- B e n c h - ~.~ ~¥' u r' o b e -' Box ut:ens -' E i e ~ s k i l -' Roaster .... ~ 2, 00 - 'T i,.~ e_ i .,.'~ =,'-' 00 -- F?.oast er I 3~ 50 - ',:' i ct: ur e i 0. 15E~0 .... Dish ~ ,B. 50 -' ~ ippers ~, -~.~'~ 2590 ..... Box ].ot I 0. E'.50P -- Rolling pin I 2.50 -' Q u i 1 t 1 .... First aid kit ! 0.500 - F].ash ti-'"'~ g,~ ~ i 0.25(~0 .... El. cc ro.a',ster 1 ~.,.'::~ 00 - Flastn light 1 ";~ '-' - C a m e r a 1 0., "" ~: A "l ..... D i s h ~ 2, ~Z~O .... Tabl eclc, t.h I 8.00 -' Political mat:ch bo>< ~ 1 '-' = -. T a b ]. c, c I o t h I -.' L i n e n s I -' 'T'abl ec Iot l-i I ~. 00 - Zembo fez 1 0. !5[~0 ..... B ].arik et I 2, 00 -. Iron skillet 1 0. 2500 '- Afghan i 2.00 -' Blanket ~ ~.50 www~haars, com HAAR'S AL;CTiON 71 Sett].ement NAL_TER RITER ES'T'AT'IE Page: .i. ~eiler'; 63PRZ JOHN E SLIKE ATT 2109 '~' ....... ,,1A F.:. K E:, S "I' CAHP FlILL F'A I70L1 I't: ~m Description Pr"~ ~e Q~y Total - LJtJ.].it;y cabinet 1 :0.2500 - Dining room suit 1 6~.0.00 - 8 t a o 1 1 I. 0 -' Mirror I 9.00 -' Living r'o,::~,'isuit 1 70. 00 - Dr'op leaf table ~ I2.00 - F].oor light 1 !0.0Z -' Floor liqh+: 1 0.'-'""' - Light i. 0. 8500 - R u g s t 2.50 - I'roning board 1 0.5000 - ;~r-yer I !. 00 - Organizer ! 0, 5iZ~ ~7. "- ...~ p c. ',-:, eci i-'. o c, m '=; u i t: i 400. 00 - Ladder i 30.00 --' Van'Lt y stool ]. !90. - Breakfast se't -, ~ 12. 00 -' . ..... o i I 6.00 ""' 4 chairs 0. 250~'. 4 ].,. - Hirrof ," 9, .... Box spring, and ~a'h'tress 20.00 '-c: ,.-,A(.~''~ 00 - C h a i/." 1 1. 0 -' Ne-st of tables i ~i,0 --' ~ tables .~ .-. .... Be rich i 2. 0 - ' ~' i 0.250 -. E:'t e p I a d d e r " i '"" ..... Wood bo:;-~ i 1.50 -" Boo~ case i 4,,00 .... W¢.:,ed eater I q. 00 -' Console tv i ;'E:.:70 -' Hose i 0.25e0 -' S e e d e ~." ! :L. 00 -' Pi. asPic 1 2. 5 - P r' u n e r 5 ! ~ ,, ,Z~'Z .... Shelf and ].ot ], 0.2500 -' B r' o o m s 1 2, 00 --' ..,I ~ o v e 1 'i i. 00 Prennum Plan Account Statement PNCBANK Primary account number: 50-0086-9518 Page 1 of 2 For the period O3/O9/2OO4 to O4/O8/2OO4 Ntunber of enclosures: 0 J ~4ALTON S RITTEE JR [] For 24-hour banking, customer service and K 2 O 19 YA L E AVE i -', interest rate information, sign-on to L CANP HI LL PA 17 011-5650 '~ Account Link ® by Web on pncbank.com or call 1-888-PNC-BANK Moving? Please contact tls at 1-888-PNC-BANK [~Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 ,~_, Visit tls at pncbank.com ---~ TDD terminal: 1-800-531-1648 For heat ing impai~ ed clients o~ly PNC Investments Financial Consultants can help you prioritize your goals through a comprehensive financial portfolio. Whether you are sm,lng for redrement, estale buiMing, pulling your child through college, or lmihling a nest egg, goal sening is at lhe core of any investmenl plan. By taking lhe time to lalk with you about your personal objectives and beconfing familiar with vtmr inveslment preferences, your Financial Consullant can find ways to make the most of your, money and address each goal. PNC Itn,estments Financial Const,hants can be reached through our Customer Ser~Sce Center al 1-800-7fi2-6111, its website a~ ~xavw. l)ncinves!met~ts.com or any local PNC office. * PNC Invesmwnts LLC is a suhsicli.nU, .f PNC Bank National Association. Investmenl products are nol FDIC insured, may lose value and are nol guaranteed by PNC Bank or its bank affiliates. Premium Plan Walton S RitterJr Interest Checking Account Summary Account mlmber: 50-0086-9518 Account Link ® number: 0206108395 Balance Summary Please see the Activity Detail section for additional information, Beginning Deposits and Checks and other Ending balance other additions deductions balance 18,201 ?10 2.07 .,, 1 ~.~9 15,991.18 Average monthly Charges balance and fees 16,538.39 .00 Transaction Summary Checks paid/ Check Card POS Check Card/Bankcard withdrawals signed ~ransactions POS PIN transactions 3 0 0 Total ATM PNC Bank Other Bank transactions ATM transactions ATM transactions 0 0 0 Interest Summary As of 04/08, a total of 010.14 in interest was Annual Percentage Number of days Average collected interest Earned earned this year. Yield Earned {APYE} in interest period balance for APYE this period 0.157. 31 16,538.39 2.07 FORMg53R-0104 Premium Plan Account Statement For the period 0310912004 to 04/08/2004 ~ For 24-hour custo her service information sign-on to Account Link ® t '-~b ' WALTON S RITTER JR y Web on pncbank.com or call 1-888-PNC-BANK Primary account number: 50-0086-9518 Account number: 50-0ft86-9518 - continued Page 2 of 2 Activit3/Detail Deposits and Other Additions There was I Deposit or Other Addition Date Amount Description totaling $2.07. 04/'08 2.07 Interest Payment Checks Check Date Reference Check Date Reference number Amount paid number number Amount paid number 1481 l,] 42.00 03//11 02826885] 1,]85 * 300.00 03/'09 o~,io25752 1'183 * 175.00 03//15 029563320 · Gap in check sequence There were 3 checks listed totaling $1,617.00. Other Deductior&s There was 1 Other Deduction totaling Date Amount Description $595.29. 0,i"01 r.r. oc , o9:).~3 Lc,,-u~ Payment 00000 40010081093,16552 Daily Balance Detail Date Balance Date Balance Date Balance 0.1/01 15,989.11 03? 11 16,759A0 ~ 16,584A0 0,t/08 15,991.18 Get the Credit Card That Rewards You Every Time You Use It. Introducing the new PNC Bank WorldPoints (sm) Credit Card. Earn cash, travel or other merchandise rewards for every net retail dollar that you spend. Apply now for your new PNC Bank WorldPoints Credit Card at mw, PNC Bank office or by cailing 1-888-PNC-BANK. If you ah-early, have a PNC Batik Credit Card, ask about applying for a new P,,'orl~tPomts' Card. There's a Better Way to Pay your Bills Dc, you si)end a lot of time each month sorting your bills, writing checks, buying stamps mad hunting down mailboxes to make sure they arrive on time? Give yourself a break-and more time-by paying your bills the fast and easy way-right fi-om your computer. Account Link(g, Web Bill Payment lets you pay virtually all of your bills at one time, flora Dne place, through a source you can trust, PNC Bank. Best of all it's FREE. Visit pncbank, com for ~nore information and to get started today. A. 'SETTLEMENT STATEMENT u.s. DEPARTMENT OF HOUSING ~ AND URBAN DEVELOPMENT OMB NO. 2502-0265 ~r lB. TYPE OF LOAN 4. 11. [[ ]] VA FHA 5. 2. [[ ]] Conv.FmHA Ins. 3. [ ] Cony. Unis. 6. FILE NUMBERwoJCiK 7. LOAN NUMBER 8. MORTGAGE INS CASE NUMBER C. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 5.1 06-99 (5/WOJCIK) D. NAME AND ADDRESS OF BORROWER E. NAME AND ADDRESS OF SELLER F. NAME AND ADDRESS OF LENDER Myrna L. Wojcik Walton S. Ritter Members 1st Federal Credit Uni G. PROPERTY LOCATION H. SETTLEMENT AGENT I. SETTLEMENT DATE 2019 Yale Avenue Wion, Zulli & Seibert Camp Hill, PA 17011 June 30, 2004 PLACE OF SETTLEMENT 3815 Market Street Camp Hill, PA 17011 J. SUMMARY OF BORROWER'S TRANSACTION II K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract Sales Price 102,000.00 401. Contract Sales Price 102,000.00 102. Personal Property 402. Personal Property 103. Settlement Charqes to Borrower line1400 6,064.82 403. 104. 404. 105. 405. Adiustments for items paid by Seller in advance Adiustments for items paid by Seller in advance 106. City/town Taxes 06-30-04 to 01-01-05 249,61 406. City/town Taxes 06-30-04 to 01-01-05 249,61 107. County taxes to 407. County taxes to 108. School taxes 06-30-04 to 07-01-04 3.59 408. School taxes 06-30-04 to 07-01-04 3.59 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 108,318.02 420. GROSS AMOUNT DUE TO SELLER 102,253.20 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201, Deposit or earnest money 2,000.00 501. Excess Deposit (see instructions) 202. Principal Amount of New Loan(s) 91,800.00 502. Settlement Char~es to Seller line1400 7,843.83 203. Existin~ Loan(s) Taken Subiect to 503. Existin~ Loans Taken Subject to 204. 504. Payoff 1st Mt~ to PNC Bank 43,495.59 205. 505. Payoff of second mort~aqe loan 206. 506. 207. 507. (Deposit disbursed as proceeds} 208. 508. 209. 509. Adiustments for items unpaid by Seller Adiustments for items unpaid by Seller 210. City/town Taxes to 510. City/town Taxes to 211. County taxes to 511. County taxes to 212. S~hool taxes to 512. School taxes to 213. 513. 214. 514. 215. 515. 216. 516. 217. !517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 93,800.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 51,339.42 300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER 301. Gross Amt Due from Borrower (line 120) 108,318.02 601. Gross Amount Due to Seller (line 420) 102,253.20 302. Less Amt Paid by/for Borrower (line 220) ( 93,800.00) 602. Less Reductions Due Seller (line 520) ( 51,339.42) 303. CASH [X] FROM [ ] TO BORROWER 14,518.02 11603. CASH [X] TO [ ] FROM SELLER 50,913.78 T~ .... ~--signed h~r~eb~z~acknowledge~ecei~f a completed copy of )ages 1&2 of this statement & any attachments referred to herein HUD-1 (3-86) RESPA, HB 4305.2 · SETTLEMENT STATEMENT PAGE 2 L. SETTLEMENT CHARGES 700. Total Sales/Brokers Commissions Based on Price $ 102,000.00 @ 6.0000 % = 6,120.00 PAID FROM PAID FROM Division of Commission (line 700) as follows: BORROWER'S SELLER'S 701. $ 6,120.00 to Prudential Thompson Wood FUNDS AT FUNDS AT 702. $ to SETTLEMENT SETTLEMENT 703, Commission Paid at Settlement 6,120.00 704. .800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee 1.0000 % to Members 1st Federal Credit Uni 918,00 802. Loan Discount .8750 % to Members 1st Federal Credit Uni 803.25 803, Application Fee to Members 1st Federal Credit Uni $50.00 POC 275.00 804. Underwriting Fee to Members 1st Federal Credit Uni 75.00 805. Document Prep Fee to Members 1st Federal Credit Uni 275.00 806. Mortgage Ins. App. Fee to 807. Assumption Fee to 808. 809, 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest from 06-30-04 to 08-01-04 @$ 15.300000/day( 1 days %) 15.30 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for years to 904. to 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance 3.000 @ $ 30.83 per 92.49 1005. Mortgaqe Insurance @ $ per 1003. City/town Taxes @ $ per 1004. County taxes 5.000 @ $ 40.33 per 201.65 1005. School taxes 13.000 @ $ 107.40 per 1,396.20 1006. @ $ per 1007. @ $ per 1008. Aggregate Adjustment -222.95 1100. TITLE CHARGES 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1103. Overniqht Fee to Wion, Zulli & Seibert UPS 20.00 20.00 104. Title Insurance Binder to 105. Document Preparation to 106. Notary Fees to Wion, Zutti & Seibert 8.00 4.00 107. Attorney's Fees to (includes above item numbers: ) 108. Title Insurance to commonwealth Land Title Jnsuraoge Co. . . 781.88 $781.8~ to Wion, Zulll & Selbert/Commonwealth Land (includes above item numbers: ) 1109. Lender's Coverage $ 92,000.00 1110. Owner's Coverage $ 102,000.00 1111. Endorsements to Wion, ZuLli & Seibert 100/300/900 150.00 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordinq Fees: Deed $ 39.50 ;Mortqaqe $ 64.50 ~ReLeases $ 104.00 1202. City/County Tax/Stamps: Deed $ 1,020.00 ;Mortgage $ 1,020.00 1203. State Tax/Stamps: Deed $ 1,020.00 ;Mortgage $ 1,020.00 1204. Assignment of MortRage to County Reg. of Deeds 27.00 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Inspection to 1303. 2004 County/Twp. Taxes to Janet L. Miller, T.C. 493.83 1304. Tax Certification to Michael W. Harlin~, T.C. 1.00 1305. See Exhibit of Additional Disbursements 125.00 185.00 1400. TOTAL SETTLEMENT CHARGES (Enter On Lines 103, Section J and 502, Section K) '"' 6,064.82 /7'~843.83 F , slg acknowledge receipt of a completed copy of pa this 2 statement. (5/WOJCIK) Certified to be a true copy Wi~ & Seibert ~/ Se ' / entAge ..... ADDITIONAL DISBURSEMENTS EXHIBIT Buyer/Borrower: Myrna L. Wojcik Seller: Walton S. Ritter Lender: Members 1st Federal Credit Uni SettlemenE Agent: Wion, Zulli & Seibert {717) 236-9301 3815 Market Street Camp Hill, PA 17011 Settlement Date: 06-30-04 Property Location: 2019 Yale Avenue Camp Hill, PA 17011 Description/Payee Note/RefNo Buyer/Borrower Seller Transaction Fee 125.00 125.00 To: Prudential Thompson Wood Sewer 60.00 To: Camp Hill Borough Total additional disbursements shown on line 1305 $125.00 $185.00 (5/WOJCIK) ALABAMA - BIRMINGHAM - CORPORATE OFFICES AND WAREHOUSE 1-800-226-4377 FLOHIDA 1'800'226'4371 NOHTH CAHOUNA 1'800'926-3006 SEZ~A, AL 1'800'717-2264 SOUTH CAROU#A 1'800'226-4373 TENNESSEE 1'800'226-4372 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA FIRST AND FINAL ACCOUNT OF JOHN E. SLIKE, ESQUIRE, EXECUTOR FOR THE ESTATE OF WALTON S. RITTER, JR. N0o~%~--~--1-1-~ Date of Death: March 11, 2004 Date of Executor's Appointment: April 2, 2004 First Complete Advertisement of May 14, 2004 Grant of Letters April 2, 2004 Accounting for the Period: May 3, 2004 to September 29, 2004 Purpose of Account: John E. Slike, Esquire, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: John E. Slike, Esquire Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17001-0737 [717] 737-3405 SAIDIS SHUFF, FLOWER & LINDSAY ~ ~ i~ii ~) 2109 Markel Street Camp Hilh PA ~£: Zd f[ .LOL~ J~O. SUMMARY Proposed Distribution to Beneficiaries $56,261.73 Page No. PRINCIPAL: Receipts 3 143,818.69 Gain or Loss from Sale or 3 0.00 Other Disposition Less Disbursements 3-4 86,673.81 Balance Before Distributions 57,144.88 Distribution to Beneficiaries 4 900.00 PRINCIPAL BALANCE REMAINING 56,244.88 INCOME: Receipts 4 16.85 Less Disbursements 0.00 INCOME BALANCE REMAINING $16.85 COMBINED BALANCE REMAINING $56,261.73 Combined Balance Remaining 56,261.73 Items to be Disbursed 8,282.00 Total 64,543.73 SAIDIS Balance in estate checking acct. 64,543.73 SHUFE FLOWER & LINDSAY A~ORNEYS*AT*~ W 2109 Market Streel Camp tlill, IDA PRINCIPAL RECEIPTS Per copy of Inventory attached $144,566.15 Adjustment to Inventory: checks which cleared account subsequent to death (747.46) TOTAL PRINCIPAL RECEIPTS $143,818.69 GAIN OR LOSS FROM SALE OR OTHER DISPOSITION Gain Loss 6/30/04 sale of real estate located at 2019 Yale Ave., Camp Hill, PA Inventory value 102,000.00 Sale Price 102,000.00 0.00 TOTAL GAIN OR LOSS FROM SALE OR OTHER DISPOSITION $0.00 PRINCIPAL DISBURSEMENTS 2003 May 03 CitiFinancial, interest payment on loan 310.00 James D. Bogar, Esquire, attorney fees 185.00 Myers-Hamer Funeral Home 5,655.00 Vascular Assoc. 18.96 Quantum Imaging and Therapeutic Assoc. 65.40 Burick Azizkhan Internal Medicine 139.5~ Moffitt Heart & Vascular Assoc. 18.96 Camp Hill Fire Company 49.74 West Shore EMS 507.27 Saidis, Shuff, Flower & Lindsay, costs 345.50 SAIDI$ 13 PNC Bank, check fee 27.60 SHUFKFLOWER 26 SERS, reimbursement for pro-rated amount 815.35 & LINDSAY PPL 41.66 ^rro~EYs.^~.~w John E. Slike, reimbursement for car repairs 29.91 2109Marke, Slreet John E. Slike, reimbursement for car detailing 68.80 CampUi~],,^ June 01 UGI Utilities 502.33 Classic Firearms, gun appraisal 20.00 Donna Gordon, clean out house 280.0G PA American Water 36.46 John Eo Slike, reimbursement for car reg. 37.05 PNC Bank, payment on loan 1,220.34 04 Patriot News, automobile advertisement 30.30 10 Register of Wills, Agent, discount payment of inheritance taxes 2,400 00 Costs involved in sale of personal property 699 84 The Patriot News, estate notice 140 05 CitiFinancial, loan payment 290 17 Moffitt Heart & Vascular Group 35 77 Penn Waste, Inc. 50 74 AT & T Wireless, final bill 107 35 Pechart Lawn Care 222 60 23 PA American Water 11 90 UGI, service visit 63 60 PPL 9.25 29 CitiFinancial, payoff of car loan 10,701.59 Commonwealth of PA, sales tax on car 600.00 30 Costs involved in sale of real estate: PNC Bank, loan payoff 43,495.59 51,086.22 Overnight cost and notary 24.00 Transfer tax 1,020.00 Sewer 60.00 Transaction fee 125.00 Realtor's commission 6,120.00 Pro-rated taxes 241.63 July 23 UGI, Utilities 52.80 Verizon, telephone bill 96.71 PA American Water 13.06 Pechart Lawn Care 127.30 AT&T, telephone bill 3.23 PPL 6.54 26 Holy Spirit Hospital 905.20 Register of Wills, filing fee for tax return 15.00 Register of Wills, Agent, balance of taxes 240.93 Sept. 07 Myrna Wojcik, payment for home repairs 75.00 Pechart Lawn Care 31.80 ITEMS TO BE DISBURSED: Reserve for additional taxes and costs 1,000.00 Executor's commission 6,782.00 SAIDI$ Saidis, Shuff, Flower & Lindsay, SHUFEFLOWER attorney fees 500.00 & LINDSAY 2109 Market SIreet TOTAL PRINCIPAL DISBURSEMENTS $86,67 3 · 81 Camp Hill, PA DISTRIBUTIONS TO BENEFICIARIES In-kind distribution of guns to Joseph Ritter, valued at 900.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES $900.00 INCOME RECEIPTS PNC Bank, estate account, interest S/24/04 .81 6/23/04 .86 7/24/04 4.68 8/25/04 5.26 9/24/04 5.24 TOTAL INCOME RECEIPTS $16.85 INCOME DISTRIBUTIONS TOTAL INCOME DISTRIBUTIONS $0.00 SAIDIS SHUFF, FLOWER & LINDSAY AWFORNEYS'AT*LAW 2109 Market Street Camp Hill, PA 5 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) John E. Slike, Esquire, Executor under the Last Will and Testament of Walton S. Ritter, Jr., deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully dis- closes all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. or o%°~~e;fE~g~'s~X~[er, Jr. Sworn to and subscribed before me SAIDIS COMMONWEALTH OF PENNSYLVANIA SHUFF, FLOWER Norm.iai Seal Sallie Ailshouse, Notary Public & LINDSAY Csmp Hill Bom, Cuml~rlmd County AqTORNEYS*AT*LAW My Corem ssion Expires Mm'. 29, 2008 2109 Market Street 6 ESTATE OF WALTON S. RITTER, JR. Proposed Schedule of Distribution COMBINED BALANCE REMAINING = $56,261.73 In accordance with Article III of the Last Will and Testament of Walton S. Ritter, Jr.: Entire estate to decedent's son, Joseph Ritter (includes in-kind distribution of guns) SAIDIS SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF WALTON S. RITTER, JR. : NO. 21-04-0319 Deceased : Late of The Borough of Camp Hill : SS No. 206-10-8395 INVENTORY 1. 2019 Yale Avenue, Borough of Camp Hill, PA 102,000.00 (based on sale price) 2. PNC Bank, checking account no. 5000869518 16,759.40 (acct. closed at 15,992.54) 3. 2001 Cadillac Seville STS, 4 door sedan 20,000.00 (based on sale price) 4. Personal property and household furnishings 2,799.35 (based on sale prices) 5. Guns (based on appraisal) 900.00 6. Pension payment 1,287.40 7. 2003 Income tax refund 789.00 8. Cash found in house 31.00 TOTAL $144,566.15 8nd ot the ~te~ [im~ ~ ~e ~ ~d to ev~ ~her person ~m ~ have ~ c~im an kin. ,~,~ ~ ~ A~t, ~s ~ g~v~ to . ~), ~ ~ ~d to ev~ ~her person ·. o; n~xt of kin. COHHONHEALTH OF PENNSYLVANIA ~_ BUREAU OF ZND/VZDUA~TAXES :* DEPARTHENT OF REVENUE INHERITANCE.TAX DIVISIO~I~. ~ DEPT. 280601 ~ HARRISBURG, PA 17128-06~ NOTICE OF INHERITANCE TAX - APPRAZSENENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-1~47 EX AFP (DI-OS) ~- DATE 09-27-2004 ~ ~ii ESTATE OF RITTER JR NALTON S ~. -::~ DATE OF DEATH 05-11-2004 ~ FILE NUHBER 21 04-0519 COUNTY CUHBERLAND JOHN E SLIKE ACN 101 SAIDIS ETAL Amoun~ Reai~ed 2109 HARKET ST CAHP HILL PA 17011 HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~'~ RETAIN LONER PORTION FOR YOUR RECORDS ~ DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF RITTER JR HALTON S FILE NO. 21 04-0519 ACN 101 DATE 09-27-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGZNAL RETURN 1. Real Es~a~e (Schedule A) (1) 102;000.00 NOTE: To /nsure proper 2. S~ocks and Bonds (Schedule B) (2) .00 credi~ ~o your account, $. Closely Held S~ock/Par~nership [n~eres~ (Schedule C) ($) .00 submi~ ~he upper portion ~. Not,gages/No,es Receivable (Schedule D) (~) .00 of ~his form wi~h your 5. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) (5) 42/566.15 ~ax payment. 6. Jointly Owned Proper~y (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. To~el Asse~s (8) 144,566.15 APPROVED DEDUCTIONS AND EXEHPTZONS= 22,756.17 9. Funeral Expenses/Ad.. Cos~s/Nisc. Expenses (Schedule H} (9} 10. Dab~s/Nor~gage L~ab~Zi~ies/Liens (Schedule Z) (10) 60;555.45 11. To,al Deductions (11) 8~. ~7]. 62 12. Ne~ Value of Tax Re~urn (12) 61,494.55 15. Chari~able/governaen~al Bequests; Non-elected 9115 Trusts (Schedule J) (1~) .00 lq. Ne~ Value of Es~a~e Sub~ec~ ~o Tax (lq) 61,494.55 NOTE= Zf an assessment ~as issued previously, 11nes 1~, 15 and/er 16, 17, 18 and 19 ~ill re~lect ~igures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amoun~ of L/ne 1~ a~ Spousal ra~e (1E). .00 X 00 = .00 16. Amoun~ of Line lfi ~axable a* Lineal/Class A re~e (16), 61,494.5~ X 045 = 2,767.25 17. Amoun~ of L/ne lfi a~ Sibling ra~e (17). .00 X 12 = .00 16. Amoun~ of L/ne 1~ *axable a~ Collateral/Class B ra~e (lB). .00 X 15 = .00 19. Principal Tax Due (19)= 2,767.25 TAX CREDITS: PAYHENT RECEIPT DISCOUNT ~+~ AHOUNT PAID DATE NUNBER /NTEREST/PEN PA/D (-) 06-11-2004 CD004045 126.52 Z,400.00 07-28-2004 CDO04Z07 .00 240.95 TOTAL TAX CREDIT I 2,767.25 BALANCE OF TAX DUEl .00 INTEREST AND PEN. .00 TOTAL DUE . O0 ZF pATD AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REI)UZRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) RESERVATION: Estates of decadents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILES, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of Mills, any of the Z5 Revenue District Offices, or by calling the special 24-hour ansmaring service for forms ordering: 1-800-$SZ-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disalloaancs of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --aritten protest to the PA Departeent of Revenue) Board of Appeals, Dept. Z810Z1, Harrisburg) PA 171Z8-10Z1, OR --election to have the matter determined at audit of the account of the personal representative) OR --appeal to the Orphans' Court. ADHIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in aritJng to: PA Osparteant of Revenue) Bureau of Individual Taxes) ATTN: Post Assessment Revise Unit, Dept. ZOO601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sas page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-150I) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three [5) calendar months after the dacedent's death, a five percent (JX) discount of the tax paid is allowed. PENALTY: The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes Nhich became delinquent before January 1) 1982 bear interest at the rate of six (SZ) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January l, 198Z will bear interest at a rate which will vary from calendar year to calendar year alth that rate announced by the PA Department of Revenue. The applicable interest rates for 19BZ through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 '1"~'g'8-1991 11Z .OOO30l ~ 9Z .OOOZ~7 198~ 162 .00045B 1992 9Z .000247 ZOOZ 62 .000164 1984 llZ .000501 1993-1994 7Z .000192 2005 SZ .000157 1985 152 .000~56 1995-1998 9Z .000247 200~ 4Z .O00110 1986 IOZ .000274 1999 7Z .00019Z 1987 IOZ .000274 ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DEL/NQUENT X DAILY /NTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Walton S. Ritter, Jr. Date of Death: March 11, 2004 Will No. 21-04-0319 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X ; No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X; No b. The separate Orphans' Court No. (if any) for the personal representative' s account is: c. Did the personal representative state an account informally to the parties in interest? Yes _; No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: /t/~/O~ ~ ~ ~ Name[' John E. Slike, EsqUire I.DWNo. 06262 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X Personal Representative __ Counsel for Personal Representative