HomeMy WebLinkAbout03-06-09 5056041158
REV-1500 EX (06-05)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 21 08 0690
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
201-16-5533 06162008 ~-X02251926
Decedent's Last Name Suffix
BITTER
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
BITTER, JR•
Spouse's Social Security Number
FILL IN APPROPRIATE BOXES BELOW
1. Original Return
4 Li
. mited Estate
X 6. Decedent Died Testate
(Attach Copy of Will)
^
9. Litigation Proceeds Received
Decedent's First Name M I
GLADYS S
Spouse's First Name M I
ELMER L
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2 Supplemental Return
^ 4a.
^ 7.
^ 10. Future Interest Compromise (date of
death after 12-12-82)
Decedent Maintained a Living Trust
(Attach Copy of Trust)
Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95,
3. Remainder Return (date of death
0 5. prior to 12-13-82)
Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
^ 1 1. Election to tax under Sec. 9113(A)
(Attach Sch. O)
~.vrtr[~arVrvutN I -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
RICHARD C• SNELBAKER 717-697-8528 a
Firm Name (If Applicable)
SNELBAKER & BRENNEMAN, P•C•
First line of address
44 WEST MAIN STREET
Second line of address
P • 0 • BOX 31,8
City or Post Office State ZIP ;;ode
MECHANICSBURG PA 7,7055
Correspondent's a-mail address
0
.rte
REGISTER 4~~I~:LS USE O ~i'
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DATE FILED
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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG OF PERSON RESPON IBLE FOR FILING RETURN DATE
°" aI~7/~
ADDRESfi
ELM L • RITT R, JR • , EXECUTOR 712 SOUTH MARKET STREET, MECHANICSBURG
SIG R F PR A R THER THAN REPRESENTATIVE DATE PA 17055
ADDRE '7/~~~0
RICHARD C. SNELBAKER, ESQUIRE 44 WEST MAIN STREET, MECHANICSBURG
PLEASE USE ORIGINAL FORM ONLY
PA 17055
15D56041158
Side 1
6M4647 3,000
15D56041158
15056042159
REV-1500 EX
Decedent's Social Security Number
Decedent's Name~R T T T R 2 01-16 - 5 5 3 3
GLADYS_
RECAPITULATION
1. Real estgte (Schedule A) 1,
o.Qo
2. Stocks and Bonds (Schedule B) . 2
o.oo
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3.
o.ao
4. Mortgages & Notes Receivable (Schedule D). 4,
Q•QQ
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5.
11,98964 • 47
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property Q • Q Q
(Schedule G) ~ Separate Billing Requested 7.
204435.81
8. Total Gross Assets (total Lines 1-7). g
.
14Q3400.28
9. Funeral Expenses & Administrative Costs (Schedule H) . g
, 3 715 3 • Q 7
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10
.
3533.75
11. Total Deductions (total Lines 9 & 10) . 11
.
40686.82
12. Net Value of Estate (Line 8 minus Line 11) 12
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 6 2 713 • 4 6
an election to tax has not been made (Schedule J) . 13.
Q•QQ
14. Net Value Subject to Tax (Line 12 minus Line 13) 14
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES .
136271,3 • 46
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2)X.O~
16. a.QQ
Amount of Line 14 taxable 15. Q•QQ
at lineal ratex.o4-5 136271,3 • 46 1s.
17. Amount of Line 14 taxable 6],322 • 11,
at sibling rate X .12 Q• Q Q 1 ~
18. Amount of Line 14 taxable Q ' Q Q
at collateral rate >:.15 Q Q Q 18
QQQ
19 TAX DUE 19
.
61,322 • 1,Z
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~i
Side 2
15256042159 15056042159
6M4648 2.000
REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENTS NAME
RITTER GLADYS
STREET ADDRESS
7 MECHANICSBURG BOROUGH
T,
CU~1BERLAND COUNTY
cITY
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit D • 0 0
B. Prior Payments 6 0 D D D• D O
C. Discount 3 D 6 6• L ],
3. Interest/Penalty if applicable
D. Interest 0 • D D
E. Penalty D • D 0
File Number
2], 08 0690
STATE
ZIP
(1> 61322 •1,1
Tota' Credits (A + g + C) (2) 6 3 0 6 6 1,1
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(3) D . D D
(4) 1744 D0
(5) D D ~
(5A)
•D
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
D•Dc
Make Check Payable to: REGISTER OF W1LLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 . Did decedent make a transfer and:
a. retain the use or income of the property transferred; Yes
~ No
X
b. retain the right to designate who shall use the property transferred or its income; l~_
c. retain a reversionary interest: or ~ n
d. receive the promise for life of either payments, benefits or care? ^ ~ X
2. If death occurred after December 12, 1982, did decedent transfer property tiithin one year of death
without receiving adequate consideration? . ~ C'
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? '~
4. Did decedent own an Individual Retirement Account, annuity, or other non-p obate property which
contains a beneficiary designation? , J(~ i ~
u
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT
AS PART OF THE RETURN.
For dates of death on or after July 1. 1994 and before January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §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 zero (0) percent
[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 use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)j.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. >39116(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.
6M4671 1 .000
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE E
INHERITANCE TAX RETURN CASH, BANK DEPOSITS, 8c MISC.
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF
Gladys S Ritter FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. 21 08 0690
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1 12006 Pontiac G6 GT Sedan
Kelly Blue Book value
(see attached appraisal)
I 10,880.00
2 B.C. Ziegler and Company
l
investment account #44A-802105 10,071.54
3 Capital Blue Cross
refund unused medical premium 454.35
4 Cash due the decedent from sale of clothing at.
(consignment store
7.60
5 Cash found in decedent's wallet
50.00
6 Household goods
individuall owned a
Y ppraised value (see attached i 3,480.00
appraisal)
7 Janney Montgomery Scott
investment account #8572-4254 ~ 939,981.31
8 Jewelry
appraised value (see attached appraisal) 18,625.00
9
Member's First Federal Credit Union i
savings account #173296-00 25.00
10
(Member's First Federal Credit Union i
'checking account #173296-11 94,799.09
i
11 (Member's First Federal Credit Union
I, money management account #173296-05
I i 58,089.75
12 !Member's First Federal Credit Unior. I
certificate of deposit #173296-41 51,553.33
13 Snail Pattern Glass collection
appraised value
(see attached appraisal) ~ 10,947.50
TOTAL Also enter on line 5. Recapitulation) $ 1 , 198 , 964 47
3W46AD 1.DOO (If more space is needed, insert additional sheets of the same size)
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Trade-In Value
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Sugy!~st:ed Retail Value
. , k ' ~~~ =r,~~~`~ ~~ Condition ~ Value
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Vehicle Highlights
Mileage: 7.O,C00
Engine: V6 3.5 Liter
Transmission: Automatic
Driuetr'ain: fV1p
Selected Equip ment Change Equipment
Standard
Air Conditioning Tiit Wheel Dual Front Air Bags
Power Steering Cruise Control ABS (4-Wheel)
Power Windows AM/FM Stereo Traction Control
Power Door Locks Single Compact Disc Alloy Wheels
Blue Book Trade-In Value
-rTade-in Value is what consumers can expect to receive from a dealer for a
t.rada-in vt:hicle assuming an accurate appraisal of condition. This ~"aloe will
likely be less than the Private Party Value because the reselling dealer incurs
Lhe co<t of safety inspections, reconditioning and other costs of do~~~y
L+usines_:.
Vehicle Condition Ratings Check Vehicle l itle hiistory
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Far.` ni „I:., i ~ r~d<; .,
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Good 1 p
$ 20,880
• free of any major deFects.
a Clean title history, the paints, body, and interior have only minor (if
any) blemishes, and there are no major rneciranical problems.
~ Little or no rust on this vehicle.
~ Tires match and have substantial tread wear left.
A "good' vehicle will nr~red some reconditioning to he sold a' retail.
Nloct consumer owned vehicles fall into this category.
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APPRAISAL
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Personal Pro ert of
," ~-= r ,'~. r' F
Appraised by Chuck E. Ericker AU094~L Date ,~ ` `~ °~ ~~'
ITEM
VALUE . ~.
ITEM
VALUE
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1'EIZSONAL 1'RQ~'E1~rI'Y
CAF
CJladys S. bitter, deceased
date of death {d.o.d.) J~u~e 16, 2008
71.2 S. Market St.
Mechanicsburg, PA 17055
for:
Elmer Ritter, Executor
712 S. Market St.
Mechanicsburg, PA 17055
Richard C. Snelbaker, Esg.
44 West Main St.
Mechanicsburg, PA 17055
A-_
d.o.d. June 16, 2008
Reported on August , 8, 2008
B Y:
Dais A r~~
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Ya
14S N. Hgno~er S,t.
F.O, Box 24
~~_
_-- CAYIs,~e PA 17013
(717) 24.E 3474
itifo~rbtsa~vp1 sisals. corn
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T1~BLE OF CONTENTS
Table of Contents
Appraisal Certi["icate
Appraisal Summary
Photograph & CLl-ROM Instructions
Personal Property Listing
Appraisal Summary (Copy)
References
Privacy Notice
Stateme~at oP Quali Cications
Assumptions and Limiting Conditions
x
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2
3
4
5
6
IS
16
17
18
19
2
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APPRa1sAL cERrrlrlcarrE
I hereby certify that, upon the request for the estate aE~~praisal of the personal property of
Gladys S. Ritter, deceased, 712 S. Market St., Mechanicsburg, PA 17055,1 have
personally and physically inspected the listed personal property. The personal property
was appraised to determine the FAIR MARKET VALUE, AS OP d.o.d. June 16, 2008 &
reported on August 18, 2008. The date of inspection was August 4, 2008.
The infonuation and values contained in this report <ire based upon my experience as an
appraiser and. other reliable sources. The personal property was fotmd to be in FAIR to
EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece,
and/or as a whole. All values reported have been determined with consideration to the
condition of the item, market conditions, and salability factors.
Director
~~
3
~~~ ~~~ Ibis Ap~raisa~
~~ ~~
,,~ ~„~ ~ dices
--- ,~
r
A~ ss L. eve,
APPRAISAL SUMMARY
It is in my opinion, that as of d.o.d June 16, 2008, the Fair Market Value of the personal
property of (Iladtis S. Ritter, deceased, 7l2 S. Markey St., Mechanicsburg, PA 17055:
(Eighteen'I'housand Six Hundred 'T'wenty Five Dollars and Zero Cents)
($18,625.00)
~ ~~ Ibis A~~raisa~
~.
,-
.. S~ces
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A~~ssn o e~~ C.A.
Director /~
~~
The report fnust be read in its entirety. The Appraisal Summary ONLY is
not the appraisal report.
4
_ ,,
`~ ~ ~ . .~ .
Pl~iotograph and CD-ROM Instr~ictions
Ibis Appraisal Services has provided you with a CD-ROM that houses all of the digital
photographs of all of the items appraised. The CD-RCM also contains a saved copy of
the appraisal report. Tl~~is CD-ROM may be kept with the paper copy of the appraisal
report or kept off-site, such as a safety deposit box.
"I'he photographs are saved in the JPEG picture format. meaning that all of the file names
end with a ".JPU".
The file names correspond to the written appraisal report's Corresponding Photograph
File that is inchided at the end of each item appraised.
Getting started wit11 your CD-ROM
1. [nsert the CD-ROM into your computer's CD-ROh1 Drive. If you do not have a
computer or access to a CD-ROM Drive--a copy store, office supply store, or public
library will be able to help you view and/or print y~nn- pictures.
2. YOLII' computer may contain one or several different software programs that will
allow you to view your pictures. Examples of these programs are Draw, Photo Editor,
Picture It! I3xpress, Photo Suite, My Photo Center, Photo Studio Lite, Photo Shop
Pro, Picture CD, or Photo Deluxe. 1'he pro r~~it is included with a digital camera
is another wa~to view youttr pictures.
• Se~le~et the program for viewing photographs and open the program.
Click FILE, and Click OPEN.
4. Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive
is designated as your CD-ROM (sometimes this may be the F Drive (E:) on your
computer).
~ NOT'F.
• Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a
cartoon representing the drive.
• The drives of your computer can be found under My Computer section of the Pull-
Down "Look in" Menu. Common Drives are: A Drive (floppy disc drive), the C
Drive (hard disc drive), the D Drive (CD-ROM Drive), and the E Drive (sometimes
CD-ROM Drive; sometimes an external drive, like a CD-ROM Writer, Zip, or Jazz
Drive).
Double-click on the photograph you wish to view.
45 x
~ riv ~ r g, t1 " - ~~ r. ~ y .
J.. `,
PersonaY Property Listing
__
_ - ------- Pocket Watch. Hampden open face ladies $35.00
Mo11y Stark pocket watch. Serial. number:
~' i'~ t ~~ 313403 0.
~+ ~ ~~~~ ~~ ~~~~~ ~~ ~. ~~- Corresponding Digital Photograph File:
. c , a. ~ x0331621 jpg
~~.
<.~,`..-
2 -_~ .~--'`
~ Pocket Watch. Elgin open face ladies pocket $30
00
-'" watch. Serial Number: 20700004 .
,
Correspottdittg Digital Photograph File:
~
.. x0331626jpg
3 ~
~ Pocket Watch. Waltham ladies 14k yellow gold $145
00
~ ~ ~ ~ },_ _
'" closed face pocket watch. .
-~-~ ~ ;=- - Corresponding Digital Photograph File:
M F - •:
~~, ~ , x0331638 jpg
4 -~ ____ Pocket Watch. Elgin ladies 14k yellow gold $250.00
- closed face pocket watch. Porcelain and
enameled face. Serial Number: 4646598.
- Corresponding Digital Photograph File:
--.--___
`°:.. .. r0331649Jpg
5 r _ - - ~ Pocket Watch. Elgin ladies open face pocket $45.00
,,.~.., -..,.. ~
. watch.
__
- ' -' ~ '` ~, ~ Corresponding Digital Photograph File:
`~ s,, ~ x0331655. jpg
t __~ ~,_ ~--~.
`~
6
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6 ~'` .,_ - - - Pocket Watch. Elgin open face ladies pocket $50.00
watch. Serial Number: X780298.
`' Corresponding Digital Photograph File:
,_ e r0331631jpg
~,: .
7 a - ~ - - - - _ - ~ Wrist Watch. Ladies Movado 14k yellow gold $250.00
- - wrist watch.
Corresponding Digital Photograph File:
x0331630.'
~
8 _ .
.. R_ int. Diamond ring with one diamond and 14k $4,500.00
yellow gold band. Diamond is 1.695 carat and
G-H color.
- -"~°`~~ Corresponding Digital Photograph File:
r0331608jpg
-a.
~ ~-
9 `"~"'~ ~ ~
~
c ° Rims. Two 14k yellow gold wedding bands. $400.00
,
--
~ Coxxesporadirtg Digital Photograph File:
-
:~ x0331609jpg
10 -~'
_ Rms. Sapphire, diamond and 14k yellow gold $450.00
~
-, l; ring. Eight sapphires in oval cut and eight
` diamonds at .005 carats each.
p
4 Corresponding Digital Photograph File:
" * ~ "- _
:, x0331610 jpg
11
~ Rini. Turquoise and 14k yellow gold ring. $150.00
~
~ Coxxesporuling Digital Photograph File:
h~ ~ ,` x0331611 jpg
„..~'"~
ti.
-.:,
7
12 Rrn~. Shell cameo ring. $65.00
r~°~,.
~ Corresponding Digital Photograph File:
~
+ ` -
;.
f x•0331612 jpg
13 ~ ~
~ Rini. Diamond and 14k yellow gold ring. Five $1,200.00
~
` - ="" ~ round cut diamonds in graduated sizes. Two
diamonds at .07 carats each. Two diamonds at
.13 carats each. One diamond at .33 carat.
' ~ Corr°espondirzg Digital Photograph File:
r0331613j
14 '~;; Rini. lade and 14k yellow gold ring. $75.00
,.~ Corresponding Digital Photograph File:
x0331614 jpg
15 ~. _ . Pendant. Gold fleck pendant. '/2" diameter. $60.00
~~ Corresponding Digital Photograph File:
~~ ' ~, x0331615 jpg
;;
,.
:p
;,
16 Cameo. Black basalt carneo in l Ok yellow gold. $40.00
~.- Corresponding Digital Photograph File:
r0331616jpg
17 ~,, -. ~~:_ Rini. Turquoise and diamond ring in 14k $500.00
~~ yellow gold. 18
Corresponding Digital Photograph File:
x0331617 jpg
~~
~ .~.~.
s
s
~ z,.~- ~ . _ z :-
18 ~--`` ~~ Pendant. Diamond solitaire pendant. Diamond $2,000.00
~,,.
~ is 1.2 carats, G-H color. ~~lso has a 14k yellow
'
~ gold chain.
`T '''
~_~°
Corresponding Digital Photograph File:
r0331618jpg
l9 ~~,` Bracelet. Victorian tassel bracelet. $75.00
- ,. COYYeSpOttdlatg Dlgltal PhotOgt'apla FTIe:
x0331619. "
20 --, --- - ~ Bracelets. Two Victorian nineteenth century $120.00
__ ~~
/
~
gold-filled bracelets.
~
~ Corresponding Digital Photograph File:
~~, x0331622 jpg
21 ,; Bracelets. Two twentieth century gold-filled $120.00
~`'"" • ~ ~~ -' bracelets.
Corresponding Digital Photograph File:
r0331623j g
22 - ~ Bracelets. Two Victorian nineteenth century $300.00
- ;' gold-filled bracelets.
~~ - ~ Corresponding Digital Photograph File:
x0331624. '
23 . „
"~- ~~ ~ ~ Bracelets. Three twentieth century gold-filled $300.00
, bracelets.
- ~' ~ Corresponding Digital 1'laotograph File:
=~,~~ __ - r0331625Jpg
24
~~~aam,w ~
_ °~~ Necklace. Pearl opera necklace. 22" long with $650.00
~
~_ ~~~ ~
' ~
7mm pearls.
~
~
`~ "~ ~~ '~~ ~~'- ~
~,,s~ ; Corresponding DigitalPhotographFile:
"
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ZS ``~~` ~--'; Bracelet. Victorian nineteenth. century slide $2,500.00
- ~ -~ ~ bracelet with pearls, rubies, sapphires, emeralds
__- and turquoise.
-`'-- Corresponding Digital Photograph File:
_ ---~ _ x0331 G28 Jpg
9 °
26 j Pins. Selection of seven vintage early twentieth $120.00
,~, ,,~.~
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Corresponding Digital Photograph File:
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27 ,~ % ? ' *~ -= _1.~ Necklace. Vintage twentieth century ivory $80.00
t~ i-J'•~1~~ ~~~"'~"~~
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~ ~ ;~ '
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~ Cor~•esponding Digital Photograph File:
~; " ;~,"T~``~ ~~
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28 Pendant. Twentieth century scrimshaw pendant. $70.00
'/4" tall, 3/4" wide.
-~
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29 -- ~ { ~ ~~~ Locket. Vintage Victorian. nineteenth century $75.00
opal locket. 2" tall.
Corresponding Digital Photograph File:
r0331634_jpg
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30 Pin. Vintage Victorian nineteenth century $40.00
_ enamel pin. 1" tall.
Corresponding Digital Photograph File:
r0331635jpg
10
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31
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Pin. Vintage Victorian nineteenth century gold
$65.00
and opal pin.. 1" tall.
Correspertding Digital Photograph File:
x0331636jpg
32 ~~~~ `~ ~ Pin. Vintage nineteenth century French painted $100.00
' portrait on porcelain pin. 2" tall, 1 1/4" wide.
Corresponding Digital Photograph File:
' r0331637Jpg
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t ~ Necklaces & Earrings. Grouping of twentieth $250.00
l
--., - century ceramic Millefiori (evil eye) necklaces
' and earrings.
'"'""~ ~-~~ Corresponding Digital Photograph File:
x0331640.'
34 ~~«,
~~~r Necklace. Jade bead necklace. 7'/i" long. Jade $95.00
, beads: 7 '/Zmm-8mm.
Corresponding Digital Photograph File:
x0331641.'
35 --,~';
_ Bracelet. Native American silver and turquoise $50.00
~~ •~
~E bracelet. Artist: David Kira.
-
` Corresponding Digital Photograph File:
~ x0331642 jpg
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36 =_ - Charms. Approximately 50 sterling silver $400.00
=~t'' • --:
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37 ~ ~ Stick Pins. Collection of vintage twentieth $300.00
century stick pins.
,~ , ~ Corresponding Digital Photograph Files:
~~ x0331644-x0331647 jpg
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38 _~ - -- -`-
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_ _ _-_
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- Corresponding Digital Photograph File:
x0331648.'
39 __ Cameo. Wedgwood cameo pin. 2" diameter. $55.00
-- Corresponding Digital, Photograph File:
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_
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?~~~ Corresponding Digital Pltotogt•aplt File:
ie x0331652: jpg
4l ~^~-- '~ -_ Bracelet. Clay lava cameo bracelet. 2 I/z" wide. $300.00
~_ x ~~~;~ Corresponding Digital Photograph File:
_ - x0331653 jpg
42 Pendant. Gold 2 '/2 dollar 1926 gold coin. $175.00
_ ~"~ Cort•espwtdittg Digital Photograph File:
` x0331654 jpg
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~ Pins. Two painted porcelain pins.
Corresponding Digital Photograph File: $80.00
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44 z:
' M Watch Fobs. Four vintage watch fobs.
' $80.00
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45 ~' °-=-- ---- Cameo. Clay lava cameo. $500.00
__. _ ~ ~ i, ` y `<~_ ___ Corresponding Digital Photograph File:
yf! ' ~ x0331 G58 jpg
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- - - -- Locket. Vintage Victorian nineteenth century $200.00
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locket.
_~__ Corresponding Digital Photograph File:
- __ x0331663 jpg
48 `' '"``~ =~, Necklace. Pearl Necklace. Pearls: 3 '/zmm- 7 $100.00
_
' ~ s y 1/zmm. 8" long.
,;
~,
Corresponding Digital Photograph File:
r0331665.~
49 _
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. Locket. Vintage Victorian nineteenth century $300.00
_
^ locket.
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, Corresponding Digital Photograph File:
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50 -~" ~ ~ ,• Thimbles. Twelve sterling silver thimbles. $180.00
- Corresponding Digital Photog~•aph File:
i¢ =~
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51 -~ Costume Jewelry. Selection of costume and $150.00
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- ,; '~'~~ paste jewelry.
°" ~ ,, . Corresponding Digital Plrotogr°aph Files:
_~ r x0331639, x0331660 & x0331662 jpg
Total $18,625.00
14
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APPRAISAL, SUMMARY (COPY)
It is in my opinion, that as of d.o.d June 16, 2008, the Fair Market Value of the personal
property of Gladys S. Ritter, deceased, 712 S. Market St., Mechanicsburg, PA 17055:
(Eighteen 1`housand Six Hundred Twenty Five Dollars and Zero Cents)
($18,625.00)
pis A~~raisa~
,.
~~~~rv~ice~
t,.;. Ln, r t,,.-
~v~ssf, L. onev~~
~~ 1rl~C 1~~~!
The report nncst be rend in its entirety. The Appraisal Sunu~zary ONLY is
not the ap~~•aisal report.
15
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Appraisal References
Alderfer's_Auction. 501 Fairground Rd. Hatfield, PA 1~~440. 215-393-3003.
http://www.alderferfinearts.com/
Conestoga Auction Company, Inc. 768 Graystone Rd. Manheim, PA 17545. 717-898-
7284. http://ww«~.conestogaauction.com/auctions/
eBay. http://www.eba~~.cotn
Elmer Murray Auctions. Richard P. Murray. 717-790-2?40.
http://www.richardinurryauctioneer.com/
Gottshall, Jr., Roy Auctions. 113 Forge Rd. Boiling Springs, PA 17007. 717-258-6222.
Hershey, Dan Auctioneering_Service. 3Brown Rd. Shippe~~~sburg, PA 17257. 717-532-
4647.
Hess Auctions. John M. Hess Auction Serv
17545. 717-664-5238. http://vvvvw.hess-auc
F. Loney. C.A.P.P., L.P.I. 2007. Personal C
Ocker, Carl .E. Auction. 4401 Philadelphia .
6578. http://w~~v.kennysauction.com/
Pook &Pook. 463 Bast Lancaster Ave. llo~
http://ww-w.pookandpook.com
-~..;
~'~-
r
PRIVACY NOTICr
Piu-suant to the Gramm-Leach-Billey Act of 1999, effective July 1, 2001,
appraisers. along with all providers of personal financial services are now required by
federal law to inform. their clients of the policies of the firm with regard to the privacy of
clie~lt nonpublic persoi~lal information. As professionals, we understand that your privacy
is very imporl:ant to you and are pleased to provide you with tlvs information.
In the course of performing appraisals, we may collect what is known as
"nonpublic personal uiformation" about you. This information is used to facilitate the
services that we provide to you atld may include the information provided to us by you
directly or received b}~ us from others with your authorization.
We do not disclose any nonpublic personal information obtained in the course of
our engagement with our clients to nonalf liated third parties, except as necessary or as
required by law. By way of example, a necessary disclosure would be to our independent
contractors, and. in certain situations, to unrelated third party consultants who need to
know that information to assist us in providing appraisal services to you. All of our
independent contractors ~~d any third party consultants we engage are informed that any
information they see as part of an appraisal assignment is to be maintained by strict
confidence within the firm. A disclosure required by law would be a disclosure by us that
is ordered by a court of competent jurisdiction with regard to a legal action to which you
are a party.
We will retain records relating to professional services that we have provided to
you for a reasonable time so that we are better able to assist you with your needs. In order
to protect your nonpublic personal information from unauthorized access by third parties,
we maintain physical, electronic, and procedural Safeguards that comply with our
professional standards to insure the security and integrity of your information.
~z ~ ~ 1
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a
Statement of Qualifications
Alyssa L. Loney, C.A.P.P.
Professional Designations and Certifications
C.A.P,P._ _Ce--ti_fied Appraiser of Personal Property designation earned through course work
and classes provided by the Institute of Appraisal of Personal Property.
Archaeological Resources Protection Act -Certified to conduct investigations and damage
assessment that pertains to violations of the United States federal, state, and local laws
pertaining to archaeological sites and cultural properties. Including by not limited to the
Archaeological Resources Protection Act of 1979, National Historic Preservation Act of
1966, the Native American Graves Protection and Repatriation Act and the American
Antiquities Act of 1906.
Professional Accomplishments
~ State Historical and Underwater Archaeologist for the State of Louisiana.
~ Attended the Conservation of Indian Artifacts Symposium sponsored by the Smithsonian
Institution and the'T'unica-Biloxi Indian Reservation, 1\1arksville, Louisiana.
~ Director of the West Virginia University Historical Costume Museum.
~ Research Archaeologist/ A-tifact Instructor for CADW (Welsh historic Monuments)/
University of York, England.
?~ Research and Preservation Specialist for the Maryland Historical Trust.
~ Presented and published works for national and international organizations including the
Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern
Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical
rI'rust.
Education
B.Sc. historical "Textiles and Clothing, 1992, West Virginia University, Morgantown,
West Virginia, United States.
M.A. Medieval Archaeology, 1995, University of York, York, England.
C.A.P.P. Certified Appraiser of Personal Property, 2001, [nstitute of Appraisal of Personal
Property, York, Pennsylvania, United States.
A.R.P.A. Certified. to conduct investigations and damage assessment that pertains to
violations of the United States federal, state, and local laws pertaining to
archaeological sites and cultural properties.
S.B.D.C. First Step Entrepreneurial Series, 2001, Kutztown University of Pennsylvania,
Small Business Development Center.
Presently
Director and Founder of Ibis Appraisal Services. Member of Institute of Appraisal of Personal
Property, American Society of Appraisers, Appraisers Association of America, International
Society of Appraisers, and Professional Coin Grading Service.
Conducts extensive on-site appraisals, assessments, analyses, and authentication of personal and
cultural property. Operates on local, national, and international levels. Conducts research on all
objects considered personal and cultural property.
18
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l~ssumptions and Limiting Conditions
The term "Fair Market Value", as used in this report, is defined as follows: The highest price an
item would bring ifihe sale occurred under nor-nal market conditions providing
1. neither the buti~er or seller is acting under duress,
2. the property has been exposed on the open market for a reasonable length of time,
3. both the buyer and the seller are aware of the potential assets and defects,
4. no unusual circumstances are present.
"Phis appraisal was based upon the 1-011o~~~ing assumptions, limitations, and conditions:
1. The information contained in this report was gathered from sources considered reliable,
personal examination, research of authenticity and comparable sales and/or auction prices.
2. No responsibility is assumed for matters that are legal in nature, including, but not limited to:
the representation of others concerning the value, authenticity, condition, origin, or
provenance of~an item appraised.
3. The appraiser assumed that a normal and careful examination of the property was sufficient
to determine its quality and condition and that no extraordinary examination procedures were
to be utilized, unless these were specially requested and the expenditure of funds therefore
authorized.
4. The appraiser's court attendance a-1d expe-t testimony report, if required, are not included as
part of this report. The appraiser does have the right to refuse testimony.
THE UNDERSIGNED NEREl3Y CERTIFIES
1. "I~hat i have no interest now, nor have [had an interest in the past, nor shall 1
contemplate an interest in the future, in the property covered by this appraisal.
2. That to the best oCmy knowledge and belief, all statements and information included
in this appraisal are true and based upon objective findings and that no pertinent
information has been knowingly withheld or deleted in this report.
3. 7~hat neither the employment to make this appraisal or compensation for doing so is
contingent upon the value of the property.
It is the firm belief of the appraiser that the information furnished in this appraisal report and the
conclusions drawn from this information are true and correct, but they are not guaranteed.
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R E\%-? 510 EX + (6-98)
SCHEDULE ~
COMMONWEALTH OF PENNSYLVANIA. I INTER-VIVOS TRANSFERS &
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Gladys S Ritter
21 08 0690
This schedule must be completed and filed if the answer to any of questions 1 throuoh 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
'TEM P~LLOETFEN4MEOFT~ETRANSFEREE,7HEIRRELATIONSHIPTODECcDENiANG i DATE OF DEATH ~ %OFDECD~S EXCLUSION
NUMBER Tr~DArEOFrr~n~.sFERArrACHACOwoFTwEDEEDEORREnLESTATE VALUE OF ASSET INTEREST TAXABLE
nFnaPUCaeLEi VALUE
1 IM&T Investment Group ~ 204,435. B1i100.0000 0.00
!IRA account #2G03233. 204,435.Bi
I I
'Beneficiary is decedent's
daughter
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I
I I
3W46AF 1.000
I ~
i
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TOTAL (Also enter on line 7, Recapitulation) $
204 435.8?
Ct more space is needed, insert additional sheets of the same size]
P.EV-1511 EX+110-0c
SCHEDULE hi
COMMONWEALTH OF PENNSYLVANIA ; FUNERAL EXPENSES &
INHERITANCE TAX RETURN j ADMINISTRATIVE COSTS
RESIDENT DECEDEN- ~
~o i r i ~ yr -
FILE NUMBER
Gladvs S Ritter
21 08 0690
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES: ~~
j Gingrich Memorials ~~
grave marker
4,250.00
Total from continuation schedules .
. 16,69E.8~-
6. .ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Persona! Representative(s~
Street Address
City State __ Zip
Year(s) Commission Paid.
Attorney Fees Snel'baker ~ Brenneman, P.C.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanations
', Claimant
~ Street Address
i
City
State - Zip
Relationship of Claimant to Deceden",
i
~ Prooate Fees
Accountant's gees
i a;: Reiurn Prepare,'s Fee:
l Bett;% Bowersor.
appraisal fee for glassware
2 ~ Chuc3: Bricker
appraisal fee
(Total from continuation schedules ,
12,500.00
~1G.OC
200.00
150.0:,
3,044.1E
TOTAL (Also enter on line 9, Recapitulation) I S 37 , 15? . 0-
~was~~ 1.ooc (If more space is needed, insert additional sheets of the same size)
Estate of: Gladys S Ritter
Schedule H Part 1 (Page 2)
Item
No. Description
.-.~.
.~
2 Malpezzi Funeral Home, Inc.
funeral expenses
Total (Carry forward to main schedule)
21 08 0690
Amount
16,698.89
16,698.89
Estate of: Gladys S Ritter
Schedule H Part 7 (Page 2)
21 08 0690
3 '°~umberland Law Journal
advertise Executor's Notice ~k
75.00
4 Graham Motor Company
auto inspection
35.0.
5 IBIS Appraisal Service
appraisal fee for jewelry
420.00
6 Patriot News
advertising Executor's Notice
148.17
7 Register of 47i11s
short certificates
1c.OC!
8 P.SF A1~nraisers s ~.nalysts
real estate appraisal fee
35G.00
Reserve
for filing Lees, accountant Lees and other
miscellaneous costs associated with the
administration of the Decedent's estate
2,ooo.eo
Total (Carry forward to main schedule)
3,044.18
REV- 1512 EX + 02.06)
pennsyivania S~HEDU~E f
DEPARTMEMOF REVENUE ~ DEBTS OF DECEDENT
INFIERITANCETAXRETURN
RESIDEM' DECEDENT ,
MORTGAGE LIABILITIES ~ LIENS
ESTATE OF
Gladys S Ritter FILE NUMBER
21 OB 0690
Report debts incurred by the decedent prior to death that remained unpaid at the date of death
incl
di
,
u
ng unreimbursed medical expenses.
ITEM
NUMBER, DESCRIPTION ~I VALUE AT DATE
1
I OF DEATH
.
Brockie Pharmatech
medical expense
94.44
2 !Homeland Center i
(nursing home ex_nenses
J ~ 4?C ~~
TOTAL (Also em.er on Line 10. Recaoitulationj ~ ~ 3 533.
awasc," z o0o If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (? 1-OS
pennsyivania j ~~~E~~~~ ,~
DEPARTMENT OF REVENUE i BGNGr'C~AI~'Ca7
INHERITANCE TAX RETURN
P,ESIDENTDECEDENT
ESTATE OF
FILE NUMBER
Gladys S Ritter
21 08 0690
RELATIONSHIP TO DECEDENT I AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
[ TAXABLE DISTRIBUTIONS [mc~uae outright spousal distributions, and transfers under
Sec. 2116 (a) (1.2).]
,_.~ .-.E
,. 'i Candace iJ. Ritter
1790 Holmes Drive I
West Chester, Ph, 19382
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IAlI of Residue: 1,362,713.46 Daughter I 1,362,713.40
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j EN%R DOLLAR AMOUNTS FOP, DISTRIBUTIONS SHOWIJ ABO\/E ON LINES 15 THROUGF', 18 OF P.EV-1500 COVEP, SHEET. AS .4PPROPR!A.TE
11 NON-TAXABL=DISTRIBUTIONS ~ -
A SPOUSA! DISTRIBUTIONS UNDEP, SECTION 2113 FOR WHICH AN ELECTION TO TA,. IS NCT TAk:EN '
E. CHARITABLE AND GO\'ERNMENTAL DISTRIBUTIONS
II
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. i
~ 0.00
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LAST WILL nND `I'ES'1'AMENI'
1, UI,ADYS S. 1ZI"I'TEIZ, of the Borough of Mechasucsburg, Comity of Cumberland, and
'rnnmon~~~ealth oi' Peunsyh-a-iia, being of sound and disposing mind, memory and
-uxierstandi-~g, do make, publish and declare this as and for my Last Will alid Testament, hereb~~
revoking and malci-ig void all former wills and codicils by me at anytime heretofore made.
F1RST. I order and direct that all u~y just debts arul t-ul~eral eY:penses be paid by n1y
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Executor or Executrix, as the case may be, Hereinafter named, as soon as conveniently may be
done after my decease.
SECC)ND. I give, devise and bequeath all the zest, residue and remainder of my Estate,
real, personal and mixed, whatsoever and wheresoever situated, unto my daughter, namely,
~CANDACE L. Rl'TTER, absolutely and in fee simple, if~she survives me.
TIIIRD. if my daughter, CnNDACE L. ICI"I"1'E.[Z, should not survive me, then and in that
event, I give, devise and bequeath. my said residuary estate in equal shares unto the following
entities:
One-third u-ito F1RST UNITED >\1 ET'HODIS'1 CHURCH of
Mechanicsburg, Pennsylvania;
One-third unto the CARL ASSURANCE FUNll of Bethany Village Retirement
Center in bower Allen Township, Cumberland County, Pemisylvailia; and
One-third unto the ENDOWMENT FUNll of the HOMELANll CF_,NTEIZ in
l larrisburg, Pe~iuisylvania.
share and share alike, absolutely and in fee simph~.
LAS7~LY. I nou~inate, constitute and appoint my husband, namely, ELMER L, RI1'TER,
R., to be the Executor of this, my Last Will and 7~estament, but if for any reason he should fail
o q--ality° as my personal representative or cease so to serve, then and. in that event, I. nominate,
onstitule and appoint my said daughter, CANDA~'E L. RI1'TER, to be the Executrix hereof.
In the event that both of the above-named persons should fail to qualify as such personal
~nw or-FtcE , a.
SNELBAKER
BREN('JEMl1N
point I~~IAR"L'[N L. COOVER, to be the Executor hereof.
1 order and direct that none of the foregoing persons shall be required to post bond or
other security as a condition of qualification hereunder.
[N WI"I'NESS WHEREOF, I, GLADYS S. BITTER, have hereunto set my hand and seal
~presentat-ve or cease so to serve, then and in that ultimate event, I nominate, constitute and
to this my Last Will anal Testamen ,which consisls of two (2) typewritten pages each to which I
have affiixed Wr}~ signature this 18r1' da}~ of January. A.D., 1~wo "Thousand Five (2005).
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_ _~ . ___ _(SEALj
Goa ~s S. Ritter
y
T'he preceding instrument, consistin of thi.~ and one 1 other t
~ O ypevm-itten page, ide,ntifiacl
by the signature of the 'T'estatrix, was on the date thereof signed, sealed, published and declared
by Gladys S. Ritter, the "I~estatrix therein Warned, a~, and for her Last Will and "I'e~stament, in the
E~reseucc oPtrs, whu, at lrer request, in her presence and in tine presence of each other, have
subscribed our names as witnesses hereto.
~/
f% ~ f
LAW oFFIC E
SNELBAY.ER
BRENNEMAN
CONI~~1OI~JWF,At,"TIT OF I'ENNSYI.VAMA)
C'UUN"T~' OF CLIIVII3~?BLAND
SS
We, GLADYS S. BITTI;B, BICIIABD L. SNF,L,BAK~B and JANE J. COONFY, the
"Testatrix and die witnesses, respectively, whose names are signed to the attached or foregoing
insh-umerrt, being {first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her T,ast Will and "I'estarnent and that she had
signed willingly, and that she executed it as her free and voluntary act for the purposes therein
expressed, and drat each oTtl~e witnesses, in the presence and hearing of the Testatrix, signed. the
~~'ilI as a ~~itness and that to the best of his or he.r Iatowledge. the "Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknovvledged before n1e by GLADYS S
Testatrix, and subscribed and sworn to before nie by TZICIIARD C. SNELBAKER and J
~Y)ONF_,Z', the witnesses, this 18t1' day of January, 2(-O5.
COMMONWEFt~~,r._`EIVNSY"LVANIA
_2_ _ Notarial Seal
Mechanicsburg B o, C mberiand County
MY eo-nmission Expires Nov. 24, 20U7
Member, Pennsylvania Association pf Notaries
:,
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~? tress ,~'~---
. BITTER, the