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Home My WebLink About04-0326MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOSTA, L.L.P. ATTORNEYS AT LAW 518 NORTH MAIN STREET BUTLER, PENNSYLVANIA 16001 TELEPHONE (724) 285-4776 FAX (724) 285-1812 E-MAlL: mcmkplaw~zoominternet.nct LEE A. MONTGOMERY DAVID A. CRISSMAN DAVID L. MONTGOMERY JOSEPH E. KUBIT DOROTHY J. PETRANCOSTA April 5, 2004 RICHARD B. KIRKPATRICK 1952-1994 Register of Wills of Cumberland County 1 Courthouse Square Carlisle, PA 17013 Attn: Glenda Farner-Strasbaugh, Register of Wills Re: Estate o..¢.t~i"~'~-t~i~i'h-r~deceased Estat/eS~lo.: 21-04-326 ~.,~ Dear Ms. Farner-~'trasba~h:~. ~ Enclosed please find a Certificate of Notice Under PA Supreme Court Rule 5.6 & 5.7 regarding the above-referenced Estate. Please file the same. If you should have any questions, please contact me. Sincerely, MONTGOMERY, CRISSMAN, MONTGOMERY, K~NCOiTA, L.L.P. Dorothy ~11 Petrancosta DJP:tmz" Enclosure cc: P. Richard Rittelmann The Honorable Judith Moser, M.S. Register of Wills & Clerk of Orphans' Court Marriage License Bureau Voice 724.284.5348 Fax 724.284.5278 jmoser~o, butler, pa. us Butler County Government Center POB 1208 124 West Diamond St Butler PA 16003-1208 Leo M. Stepanian, Solicitor Cindy Fry, Chief Deputy Register of Wills & Clerk OC Jayne Duke Second Deputy Register of Wills & Clerk OC Cumberland City Register Of Wills 1 Courthouse Square Carlisle, PA 170131 IN RE: APRIL 02, 2004 Paul A. Rittelmann, Deceased Dear Glenda: Enclosed are the original Probate Petition, Original Last Will and Testament, 6o Oaths of Non Subscribing Witnesses, Estate Information Sheet, Death Certificate and Che~l~ # 139'g~or the :~'nount of $303.00 which includes (10) short certificates. The named Personal Representative, P. Richard Rittelman, resides in our jurisdiction and was give the Oath of Personal Representative by Register of Wills and Clerk Of Orphans Court of Butler County, PA, Judith Moser on the Second day of April 2004. If you have any questions regarding this matter, please feel free to contact our office at the numbers, listed above. In order to contact the Attorney on this case the information is found on the second page of the Probate Petition. Thank you. Sincerely, Bob Weisenstein Probate clerk enclosures REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA PETmO. FOR G .T OF LE rER Estate of PAUL A. RITTELMANN, Estate No.: Social Security No.: 196-32-7098 Petitioner(s), who is/are 18 years of age or older, respectfully represents and apply(ies) for: [] A. Probate and Grant of Letters [] Testamentary [] of Administration (c.t.a. or d.b.n.c.t.a.) aver that Petitioner(s) is/are entitled to the aforementioned Letters Testamentary under the Last Will of the above-named Decedent dated May 5, 1983 and Codicil(s) dated NONE and (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 incapacitated: NO EXCEPTIONS. 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 as set forth below in part 'C'. [] B. Decedent's heirs and next of kin Name Relationship I~sidenc~ ~J ':~' (COMPLETE IN ALL CASES:) Attach additional sheets if necessary, o Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 221 Beverly Way, Butler, PA 16001. Decedent, then 95 years of age, died March 12, 2004, in Upper Allen Township, Cumberland County, Pennsylvania. NOTE: No "Unknown" values will be accepted. (If domiciled in PA) All personal property $249,000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ NONE situated as follows: N/A Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: __-....¢-~-Si~n~~ Typed or Printed Name and Residence ~/~.~ 221 Beverly Way, Butler, P A 16001 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 above decedent petitioner(s) will well and truly a/dminister the estate accordingto law. Sworn to or affirmed and / subscribed before me this 02 2004. ~.~"'-,~-.~,,,. ~ | ,JUDITH ~iuSER, M.$. /RelistJ '~' / REGIST F WILLS of Wills &Clerk of Orphans' Court ~_~ L~~~).~j ' CLERK 0' 0RPH~NS' C0,RT ~, ~'~'~"-/--~- ,g' , My Commis.~n '.~~ ·' AY i - -- ' .......... ~O~'/L ~,,; ~ _: , , , Estate of PAUL A. R ~~j , deceased Social Security Number: 196-32-70~~- AND NOW, this ~ day of April, 2004, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me. IT IS DECREED that Letters of Testamentary are hereby granted to P. Richard Ritteimann in the above estate and that the instrument dated May 5, 1983 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters ..................... Short Certific_~_ te(s.)..$ ~.~C) .C_.)(..~ Renunciation ........... $ Affidavits ( ) .......... $ Ot he r..V,,.~.. :t~.p35.. $. ~i~ TOTAL .................... $ JCP Fee .................. $ Register of Wills & Clerk of ?rphans' Cou~ ~TM ~ '~ Attorney s Signature: Attorney's Name: Dorothy J. Petrancosta, E~uire I.D. No: 72884 Montgomery, Crissman, Montgomery Kubit & Petrancosta, L.L.P. 518 North Main Street Butler, PA 16001 Telephone: (724) 285-4776 C:\My Documents\DJP\Rittelmann, Paul Estate\Petition for Grant of Letters.wpd his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as i ii'~'! 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. I COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL REC,.'~DS CERTIFICATE OF DEATH '. "'1 : I i /Llt/14/I908i, Baden, PA ~ ~rland . Upper Allen ~p. ~ Messiah Village ~~ } I us~o~s~ J ,~. .... ~ ............... ] ~s~us-~.~ I su~v~ ,,~State Policeman I n ~ ~ I ~m .m I~~ I"~ aw mnzorcement I,,. I,,- nTu ,7,.sm, Penna. ~ ,,~v~.~.~,~ Upper Allen Twp. 221 Beverly road .es~.c~ Butler, PA 16001 ~ ,~. c~ Cumberland Lo~is J. Rittelmann ,,. Clara Schm~dt Sandra Rubin ]~. 5276 Terrace Road, Mechanicsburg, PA 17050 ~,~. Resurrection Cemetery ~,,,. Harrisburg, PA 17112 O ,~. March 16, 2004 Hoover F H & Crematory, POBox 475,Hershey,~ UNAVAILABLE SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA } COUNTY OF BUTLER } SS: I, the undersigned, being duly sworn according to law, depose and say that I am the Attomey/Personal Representative in the Estate of c~L)l. ,~. _~...~,~L,~/~/,,~ , Deceased, and declare that [.<gL)['~ ,,). ~,..I~.~L/V~/-4t-4 and who signed as subscribing witness(es) to the Will/Codicil of the aforesaid Decedent is/are not readily available OATH OF NONSUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA } COUNTY OF BUTLER } SS: We, the undersigned, being duly qualified according to law, depose and say that signature of PAIlL A. RITT~.~4AU-lq we are familiar with the , Testat cm Sworn to and subscribed before~ this ~202 day of APRIl., 3~.t&. c)Z~r o,-.~,. ~ My Com.ssion E~i~s Flint Mon~J~~~ . of the Will/Codicil presented herewith and that we believe the signature on this Will/Codicil is in h~'~her own handwriting to the best of our knowledge, and belief. OFPROBATE COMMONWEALTH OF PENNSYLVANIA } COUNTY OF BUTLER } SS: AND NOW, this ~0''I-~x'- day of ~ , the proof of the attached Will/Codicil being deem~c~,GLit is.~A3_RDERED,~~.3~~~_ADJUDGED, and DECREED that_,theDeceased,said Will/Codicilbe admitted°f to probate and recorded as such in my office. GLENDA FARN-~R STR2tSB G)tt lg, Register of Wills & Clerk of Orphans' Court ' '~ 1~'~"~3 My Commission Expires First Monday, January, 2008 ~ LAST WILL AND TESTAMENT I, Paul Albert Rittelmann, of Hershey, Pennsylvania, do hereby make my Last Will and Testament, and revoke all Wills by me at any time heretofore made. 1. All my property of every nature whatsoever and whereso- ever the same may be s~tuate at the time of my death I give, devise and bequeath unto my wife, Louise Joan Rittelmann. 2. In the event my said wife is already dead at the time of my death or should she fail to survive me for a period of thirty days following a common accident, I then dispose of my whole and entire estate as follows: (a) To my son, David Rittelmann I give, devise and bequeath one-twelfth of my estate; (b) To my Grandchildren, Doreen Rittelmann and Adriene Rittelmann I give, devise and bequeath one-twelfth of my estate to be divided equally between them; (c) All the rest, residue and remainder of my estate I give devise and bequeath to my following named children, to-wit: ?. Richard, Karen, Paulette, Daniel and Sandra, their heirs and assigns, in equal shares. 3. I name, constitute and appoint my wife, Louise Joan Ritte~ mann, Executrix of my estate. In the event my said wife predec- eases me, I then designate and appoint my son, P. Richard Rittel- mann the Executor of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this ~day of .. ~~ A. D. 1983. ~ ~-~,~ ~ ~?~!~ Signed, sealed, published and declared by Paul Albert Rittelmann, the above named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. W~ITNESS: ...z WITNESS: Attach the Airborne Express Shippers Label widtin Ihe dotted lines. FROM (Company) /} Pre.3rm~ Forma' r,Jc Onc,r Street Address ' "-'%' r ~' --' "( C (. Method ot C,ty S~i~ ....~ ZIP CODE (R,,i ~,rou Sent by (Name/Dept) Phone Number TO (Company) Street Address REF City State ZIP CODE (Required) PCS WT(L BS } L O A~ention: (Name/Dept) Phone Number (Impotent) Special Instructions NOMBER Declared Fuji Shipmenl Valuation Sender's Date jsignature D I $ .00 Ai~orne Signature Route No._ Date Time DroE Loca~lor Special Seduces Charges DR No AT 001 (9/98) M-06 AIRBORNE FXPRFg~ COPY United States Shipping Umitdion on Contenls ETTER EXPRESS Extremely Urgent Materials Enclosed Do Not Send Cash, Cash Equivalent, or Jewelry Airborne Express Cannot Deliver to P.O. Boxes Deceased NK/A CERTIFICATION OF NOTICE UNDER PA SUPREME COURT RULE 5.6 & 5.7 Paul A. Rittelmann Estate No: 21-04-326 Date of Death March 12, 2004 To the Register of Wills of Cumberland County: Glenda Farner-Strasbaugh Cumberland County Register of Wills & Clerk of Orphans' Court 1 Courthouse Square Carlisle, PA 17013 I certify that the notice of Administration required by Rule 5.6 and 5.7 of the PA SC Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 5, 2004. NAME ADDRESS Daniel Rittelmann Sandra L. Rubin David Rittelmann Paulette Rittelmann M. Karen Weikert P. Richard Rittelmann 32 W. Areba Avenue, Hershey, PA 17033 5276 Terrace Road, Mechanicsburg, PA 17050 1671 Landvator Road, Hummelstown, PA 17031 504 W. Main Street, Mt. Joy, PA 17552 11 Grinnel Drive, Camp Hill, PA 17011 221 Beverly Way, Butler, PA 16001 Notice has now been given to all persons entitled thereto under Rule 5.6 and 5.7 ..except: Date: April 5, 2004 Capacity: (Signature) Dorothy J. Petrancosta/Montgomery, Crissman, Montgomery (Printed Name) 518 North Main Street, Butler, PA 16001 (Address) [724) 285-4776 X (Phone) Personal Representative Counsel of Record for Personal Representative/Estate MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOSTA, L.L.P. ATTORNEYs AT LAW 518 NORTH MAIN STREET BUTLER, PENNSYLVANIA 16001 TELEPHONE (724) 285-4776 FAX (724) 285-1812 E-MAIL: racmkplaw~zoominternet.net LEE A. MONTGOMERY DAVID A. CRISSMAN DAVID L. MONTGOMERY JOSEPH E. KUBIT DOROTHY j. PETRANCOSTA June 9, 2004 RICHARD B. KIRKPATRICK 1952-1994 Glenda Farner-Strasbaugh Register of Wills & Clerk of Orphans' Court Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013 Re: Paul A. Rittelmann Estate Number: 21-04-326 Dear Ms. Farner-Strasbaugh: Enclosed please find a check in the amount of $10,346.75 inheritance tax at discount on the above-referenced Estate. I forwarding me a receipt representing payment of this tax. If you should have any questions, please contact me. Sincerely, representing the would appreciate your MONTGOMERY, CRISSMAN, MONTGOMERY, C_~STA, L.L.P. Dorothyt,.~l. Petrancosta DJP:tmz Enclosure MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOSTA, L.L.P. ATTORNEYS AT LAW 518 NORTH MAIN STREET BUTLER, PENNSYLVANIA 16001 TELEPHONE (724) 285-4776 FAX (724) 285-1812 E-MAIL: rncmkplaw~zoornintcrnct.net LEE A. MONTGOMERY DAVID A. CRISSMAN DAVID L. MONTGOMERY JOSEPH E. KUBIT DOROTHY J. PETRANCOSTA June 9,2004 RICHARD B. KIRKPATRICK 1952-1994 Glenda Farner-Strasbaugh Register of Wills & Clerk of Orphans' Court Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Paul A. Rittelmann Estate Number: 21-04-326 Dear Ms. Farner-Strasbaugh: Enclosed please find a check in the amount of $10,346.75 representing the inheritance tax at discount on the above-referenced Estate. I would appreciate your forwarding me a receipt representing payment of this tax. If you should have any questions, please contact me. Sincerely, MONTGOMERY, CRISSMAN, MONTGOMERY, ~OSTA, L.L.P. Doroth~JJ. Petrancosta DJP:tmz Enclosure MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & /~ PETRANCOSTA, L.L.P. ATTORNEYS AT LAW 518 NORTH MAIN STREET BUTLER, PENNSYLVANIA 16001 7000 0600 0027 0926 7022 Glenda Farner-Strasbaugh Register of Wi!Is & Clerk of Orphans' Coup Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 I,,,III, ,,111, ..... Il ,,!1,,,11,,,11,11, ..... lll,l,,I,l,,,,ll,I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004044 PENTRANCOSTA DOROTHY J, ESQ. 518 NORTH MAIN STREET BUTLER, PA 16001 ........ fold ESTATE INFORMATION: SSN: 196-32-7098 FILE NUMBER: 2104-0326 DECEDENT NAME: RITTELMANN PAUL A DATE OF PAYMENT: 06/14/2004 POSTMARK DATE: 06/09/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/1 2/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $10,346.75 REMARKS: TOTAL AMOUNT PAID: $10,346.75 SEAL CHECK# 102 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV. 150~ EX + ~-O0) COMMONWEALTH OF P~NNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-O601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 04 00326 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Rittelmann, Paul A 196-32-7098 DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) ] THIS RETURN MU~T BE FILED IN DUPUCATE WITH THE 03/12/2004 l ]/14/]908 REGISTER OF WIll ~ IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 1. Original Retum [] 2. Supplemei~[uiRetum [] 3. Remainder Return (date of death prior to 12-13-82) ] 4. Limited Estate [] 4a. Future Interest Compromise (date o~ death after 12-12-82) [] 5. Federal Estate Tax Return Required [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) -- [] 9. Litigafion Proceeds Received [] 10. Spousal Pover1.y Credit (date of death betwee~ [] 11.Election to tax under Sec. 9113(A)(AttachSchO) ',lAME Dorothy J. Petrancosta :IRM NAME (If app~cable) Montgomery, Crissman, Montgome~ FELEPHONE NUMBER 724/285-4776 COMPLETE MAILING ADDRESS 518 North Main Street Butler, PA 16001 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) None 216,136.87 None None 41,868.21 None None 13,965.22 2,324.07 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) ~ :OFFICIAL USE ONLY (8) 258,005.08 16,289.29 241,715.79 241,715.79 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) x .00 (15) 16.Amount of Line 14 taxable at lineal rate 241,715.79 x .045 (16) 10,877.21 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 10,877.2 20. [] Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS CITY 221 Beverly Way Butler, STATE PA Zm Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 10,346.75 543.86 (1) Total Credits (A + B + C) (2) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page I Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT Total Interest/Penalty (D + E) 16001 10,877.21 10,890.61 0.00 13.40 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .................................................................................. ~ ~ b. retain the dght 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? .............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or secudty at his or her death? ......... [] [] 4. Did 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 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my know~edge and belief, it is true, con'ect and complete. Declaration of preparer other than the personal representative ts based on all information of which preparer has any knowledge. SI~TURE OF PERSON RESPONSIBLE F~F.~ILIj,NG'R'~URN ADDRESS DATE P. Richar~R~t'iBta~n ,.'% ,.4'// / 2_21 Beverly Way .~ ~t' - --~~27~/'~/' ~,Y-¢~. . Butler, PPi 16001 SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS SIGNATURE ADDRESS DATE 518 North Main Street Butler, PA 16001 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 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. LAST WILL AND TESTAMENT I, Paul Albert Rittelmann, of Hershey, Pennsylvania, do hereby make my Last Will and Testament, and revoke all Wills by me at any time heretofore made. 1. All my property of every nature whatsoever and whereso- ever the same may be situate at the time of my death I give, devise and bequeath unto my wife, Louise Joan Rittelmann. 2. In the event my said wife is already dead at the time of my death or should she fail to survive me for a period of thirty days following a common accident, I then dispose of my whole and entire estate as follows: (a) To my son, David Rittelmann I give, devise and be( one-twelfth of my estate; (b) To my Grandchildren, Doreen Rittelmann and Adriene Rittelmann I give, devise and bequeath one-twelfth of my estate to be divided equally between them; (c) All the rest, residue and remainder of my estate I give devise and bequeath to my following named children, to-wit: P. Richard, Karen, Paulette, Daniel and Sandra, their heirs and assigns, in equal shares. 3. I name, constitute and appoint my wife, Louise Joan Rittel mann, Executrix of my estate. In the event my said wife predec- eases me, I then designate and appoint my son, P. Richard Rittel- mann the Executor of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, this ~day of .~f~. , A. D. 1983. ./~~/~ ~ ~ Signed, sealed, published and declared by Paul Albert Rittelmann, the above named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rittelmann, Paul A SCHEDULE B STOCKS & BONDS FILE NUMBER 21 - 04 - 00326 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE £ DEATH 1 Heft:on Tillotson Prime Cash Series 1.00 19,475.5( 19,475.56 shares ~ $1.00 per share 2 Federated High-Income Bond Fund 8.04 37,774.19 4,698.28 shares ~ $8.04 per share 3 Janus Worldwide Fund 860.977 shares ~ $40.01 per share 40.01 34,447.69 4 T. Rowe Price Equity Income 24.52 44,542.27 1,816.569 shares ~ $24.52 per share 5 T. Rowe Price Value 20.30 53,800.52 2,650.277 shares ~ $20.30 per share 6 Scudder Large Company Value Fund S Shares 23.73 26,096.64 1,099 shares ~ $23.73 per share , TOTAL (Also enter on line 2, Recapitulation) 216,136.87 OF COblt~fONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESiDENT DECEDENT ESTATE OF Rittelmann, Paul A SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 04 - 00326 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 Citizens Bank VALUE AT DATE OF DEATH Account #: 6102604559 2,844.54 2 Citizens Bank Account #: 6144214216 3 Citizens Bank Account #: 6144214232 4 PSECU Account #: 196-32-7098 5 6 Internal Revenue Service - Refund, 2003 Income Tax Return T. Rowe Price Certificate of Deposit g1036359 PSECU Share Account 5,817.42 11,727.92 1,760.00 3,002.00 10,687.51 6,028.82 .---..- TOTAL (Also enter on Line 5, Recapitulation) 41,868.21 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rittelmann, Paul A FILE NUMBER 21 - 04 - 00326 Debt= of decedent must be reported on Schedule I. ITEM NUMBEF DESCRIPTION AMOUNT 1 5o FUNERAL EXPENSES: Hoover Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attomey's Fees Montgomery, Crissman, Montgomery - D. Petrancosta Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Zip Accountant's Fees Tax Retum Preparer's Fees Other Administrative Costs Italian Lodge Newspaper - Sentinel Total of Continuation Schedule(s) 10,591.22 1,500.00 328.00 250.00 1,116.00 50.00 130.00 · TOTAL (Also enter on line 9, Recapitulation) 13,965.22 COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rittelmann, Paul A FILE NUMBER 21 - 04 - 00326 Cumberland Law Journal Final Account/Receipt Release Fees InventoD, Filing Fee Inheritance Tax Return Filing Fee 75.00 30.00 10.00 15.00 Page 2 of Schedule H COMMONWEALTH O~ PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Rittelmann, Paul A SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 04 - 00326 Include unreimbumed medical expenses. ITEM NUMBER 1 2 3 4 DESCRIPTION West Shore Ambulance - cost of last illness Associated Cardiologists - cost of last illness PSECU, return of final pension check Mid Penn Urology - cost of last illness AMOUNT 83.31 65.00 2,112.31 63.45 TOTAL (Also enter on Line 10, Recapitulation) 2,324.07 REV-1513 EX* (94)0) ~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BEN EFIClARIES RESIDENT DECEDENT ESTATE OF Rittelmann, Paul A FILE NUMBER I ~l - v~ ~ UU.SZO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE [ha N¢~t Ll~'t Tr,,,~,~.~t.,~) OF ESTATE I, TAXABLE DISTRIBUTIONS (include outfight spousal distributions) - 1 Daniel Rittelmarm 32 W. Areba Avenue Son 1/6 Hershey, PA 17033 2 Sandra L. Rubin 5276 Terrace Road Daughter 1/6 Mechanicsburg, PA 17050 3 David Rittelmann Son 1/12 1671 Landvator Road Hummelstown, PA 17031 4 Paulette Rittelmann 504 West Main Street Daughter I/6 Mount Joy, PA 17552 See Continuation Schedule(s) attached Enter dollar amounts for distfibutions 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 TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE'~' ~ SCHEDULE J BENEFICIARIES continued RELATIONSHIP TO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT AMOUNT OR SHARE Do Not List Tr~;=::---,'_~} OF ESTATE [include outright spousal distributions, and transfers under l'. TAXABLE DISTRIBUTIONS Sec, 9116(a)(1.2)] 5 M. Karen Weikert Daughter 1/6 11 Grinnel Drive Camp Hill, PA 17011 6 Doreen Rittelmann Grandchild 1/24 7 Adriene Rittelmann Grandchild 1/24 8 P. Richard Rittelmann Son 1/6 221 Beverly Way Butler, PA 16001 COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rittelmann, Paul A I FILE NUMBER 21 - 04 - 00326 Page 2 of Schedule J BUREAU OF INDIVIDUAL TAXES ZNHERTTANCE TAX DZVZSTON DEPT. ZSO60Z HARRISBURG, PA 171Z8-0601 CONNON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOHANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-1511? EX AFP DOROTHY J PETRANCOSTA MONTGOMERY ETAL 518 N MAIN ST BUTLER PA 16001 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-$0-200q RITTELMANN PAUL 21,~0~70:526 CU~RLAN~::~ 1 HAKE CHECK PAYABL£ AND RL~4~T PAYMENT REGISTER OF ~I~LL$ CUMBERLAND CARLISLE, Pk¥ ~701:5~ A CUT ALONG THIS LINE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS ~ DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RITTELNANN PAUL A FILE NO. 21 0~-0:526 ACN 101 DATE 08-$0-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRA/SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Daposits/Nisc. Personal Proper~y (Schedule E} (6) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Deb~s/Hortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return .00 216/1:56.87 O0 00 ~1/868.21 O0 O0 (8) 1:5,965.22 NOTE: To insure proper credit to your account, submit the upper portion of ~his form with your tax payment. 15. NOTE: 258,005.08 2a:52~.07 (11) 1~.28~.Z9 (~2) 2ql,715.79 Charitable/governmental Bequests;. Non-elec*ed 9115 Trusts (Schedule J) (15) Net Value of Estate Subjec~ *o Tax Zf an assessment ~as issued previously, lines 1~ 15 and/er 16, 17~ reflect flgures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 1~. Amount of Line 1~ a* Spousal rate 16. Amount of Line 1~ taxable at Lineal/Class A rate 17. Amount of Line lfi at Sibling rate 18, Amount of Line lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+] DATE NUMBER INTEREST/PEN PAID (-) 06-09-200~ CDO0~O~ 5q:5.86 08-2:5-200~ REFUND .00 .00 2ql,715.79 18 and 19 Nill IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (~5) .00 x O0 : .00 (16) 2ql,715.79 x Oq5 = 10,877.21 (17), . O0 X 12 = . O0 (18) .00 x 15 = .00 (~9)= 10,877.21 AMOUNT PAID 10,:5q6.75 l~.qO- TOTAL TAX CREDIT 10,877.21 BALANCE OF TAX DUEI .00 INTEREST AND PEN. . O0 TOTAL DUE . O0 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE'~I~ A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04.326 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT I, DOREEN K. RITTELMANN, a beneficiaryofthe ESTATE OF PAULA. RITTELMANN, do acknowledge to have received from P. RICHARD RITTELMANN, Executor of the ESTATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a beneficiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOST A, L.L.P., of and from any further liability by reason of this distribution during the administration of said estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of _ ~C.-f",her- , 2004. i2~E~~RI= " -^ -_.~ . ::J v .-~i; , r-' IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04-326 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT I, DANIEL P. RITTELMANN, a beneficiary of the ESTATE OF PAUL A, RITTELMANN, do acknowledge to have received from P. RICHARD RITTELMANN, Executor of the ESTATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a beneficiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOST A, L.L.P" of and from any further liability by reason of this distribution during the administration of said estate. IN WITNESS WHEREOF, 1 have hereunto set my hand and seal this A day of _ (!)~ ,2004. ~~~~~ ANIEL P. R TTELMANN .) -..,., " Hi Y ~"..' ..,' i r- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04-326 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT I, SANDRA L. RUBIN, a beneficiary of the ESTATE OF PAUL A. RITTELMANN, do acknowledge to have received from P. RICHARD RITTE LMANN, Executor of the ESTATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a beneficiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOSTA, L.L.P., of and from any further liability by reason of this distribution during the administration of said estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this d day of _ {ll~x/LJ ,2004. ~cY~ SAN RA L. RUBIN , , l' IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04-326 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT I, DAVID J. RITTELMANN, a beneficiary of the ESTATE OF PAULA. RITTELMANN, do acknowledge to have received from P. RICHARD RITTELMANN, Executorofthe ESTATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a beneficiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOSTA, L.L.P., of and from any further liability by reason of this distribution during the administration of said estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;L....~ay of _ i2c-.U~u , 2004. 12 ~/J' .A:. A'7U-'<; ,,' .' ", 77':ik~A1 / o"AVUl J. RITT~ R - f'.-.::'.' r\ 1 . . ::t(, ",1 -,'j "- '- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04-326 RECEIPT, RELEASE AND INDEMNIFICATION AGREEMENT I, M. KAREN WEIKERT, a beneficiary of the ESTATE OF PAUL A. RITTELMANN, do acknowledge to have received from P. RICHARD RITTELMANN, Executor of the ESTATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a beneficiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOSTA, L.L.P., of and from any further liability by reason of this distribution during the administration of said estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of _ ()~ ,2004. ~~ M. REN WEIKERT ( IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04-326 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT I, P. RICHARD RITTELMANN, a benefrciaryofthe ESTATE OF PAULA. RITTELMANN, do acknowledge to have received from P. RICHARD RITTELMANN, Executor of the ESTATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a beneficiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOST A, L.L.P., of and from any further liability by reason of this distribution during the administration of said estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1- day of _ & t#h-r , 2004. ~~~~- P. RICHARD RITTELMANN )- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04-326 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT I, PAULETTE A. RITTELMANN, a beneficiary of the ESTATE OF PAUL A. RITTELMANN, do acknowledge to have received from P. RICHARD RITTELMANN, Executor of the EST ATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a beneficiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOST A, L.L.P., of and from any further liability by reason of this distribution during the administration of said estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this _ day of _ ,2004. ~ ) /Jt' ( (jf~tlZ<.. (). ~~------- PAULETTE A. RITTELMANN <: )- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAUL A. RITTELMANN ORPHAN'S COURT DIVISION NO. 21-04-326 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT I, ADRIEN l. PATRY, a beneficiary of the ESTATE OF PAUL A. RITTElMANN, do acknowledge to have received from P. RICHARD RITTElMANN, Executor ofthe ESTATE OF PAUL A. RITTELMANN, all sums and amounts due to me as a benefICiary of the ESTATE OF PAUL A. RITTELMANN to which I am entitled; and do by these presents release and discharge the said P. RICHARD RITTELMANN, Executor, his heirs, personal representatives, successors, and assigns, and MONTGOMERY, CRISSMAN, MONTGOMERY, KUBIT & PETRANCOST A, L.L.P., of and from any further liability by reason of this distribution during the administration of said estate. 1/)#'- IN WITNESS WHEREOF, I have hereunto set my hand and seal this U2L day of _ 8c -Ivh.eJL ,2004. /0 /d. W ,oJ ~'2 ::..., ,; :To PA SUPREME COURT O.C. RULE 6.12 Status Report DECEDENT'S NAME: Paul A. Rittelmann Estate Number: 21-04-326 NKlA: O.C. Number: DATE OF DEATH: March 12.2004 PURSUANT TO PA SUPREME COURT ORPHANS' COURT RULE 6.12, I REPORT WITH RESPECT TO THE ADMINISTRATION OF THE ABOVE-CAPTIONED ESTATE THAT: 1. L YES, THE ADMINISTRATION OF THIS ESTATE HAS BEEN COMPLETED BY THE FOllOWING: Formal Accounting Confirmed Absolute by the Court on Family Settlement Agreement filed with Register of Wills/Clerk of Orphans' Court of Cumberland County on ~ Receipts & Releases by the heirs filed with Register of Wills/Clerk of Orphans' Court of Cumberland County on Februarv 16. 2005. Small Estate Petition filed with the Clerk of Orphans' Court of Cumberland County on _ Petition to Court with Court Order signed Estate was raised for litigation purposes only; there was no recovery Estate was insolvent; there was no distribution 2. NO, THE ADMINISTRATION OF THE ABOVE-CAPTIONED ESTATE HAS NOT YET BEEN COMPLETED. THE PERSONAL REPRESENTATIVE(S) REASONABLY BELlEVE(S) THAT THE ESTATE ADMINISTRATION CANlWlll BE COMPLETED WITHIN THE FOllOWING TIME FRAME: ~ (Signature) Date: -;2-),- -z\:)<::>5 ,."') Dorothv J. Petrancosta/Montaomerv. Crissman. Montaomerv (Printed Name) 518 North Main Street. Butler. PA 16001 (Address) (724) 285-4776 (Phone) Lam the Personal Representative X Counsel of Record for the above-captioned estate. c' ' vA