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Home My WebLink About03-1043 PETITION FOR PROBATE and GRANT Estate of Esther A. Ritchie No. also known as To: Deceased. Social Security No. 199-07-181 ~ OF LETTERS Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(~), who is/mind8 years of age or older an the execut or in the last wilt of the above decedent, dated April 4 and codicil(s) dated none in the named ,19 74 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with k er last'family or principal residence at Church of God Home. 825 North Hanover Street~ Apt. 101, Carlisle, PA 17013 " (list street, number and muncipality) Decendent, then 87 years of age, died December 6 ,Xtt ?OO't , at Church of God Home, Carlisle, PA 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: none Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 49,974 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. M. Ritchie 628 Brad Street Shippensburg~ PA 17257 717-532-3734 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3~ ss 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 represen- tative(s) of the above decedent petitioner(s) will well~ truly ~./~n~ate according to law. Sworn to or affirmed and subscribed c befo~re me this 19th day of [ Philip M. Ritchie /. / r~n~mb~r t~_ onn3 J NO. 21-2003-1043 Estate Of Esther A. Ritchie ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW December 19th ~ 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, ITIS DECREED that the instrument(s) dated April 4, 1974 described therein be admitted to probate and filed of record as the last will of Esther A. Ritchie ; and Letters Testamentary are hereby granted to Philip M. Ritchie FEES Probate, Letters, Etc .......... $80.00 Short Certificates(3) .......... $ 9.00 ~x~x~xxx .e~p.a§es..(.1 ) $ 3.00 JCP Fee $10.00 TOTAL __ $ Filed December. 19.th, 20f13 ............. Put Letters tN Attorney's file in Prothonotary ' s office. Register of Wills <~6~~ Jerry A. Weigle, Esquire #01624 ATTORNEY (Sup. Ct. I.D. No.) WEIGLE & ASSOCIATES, P.C. 126 East King Street ADD}LESS Shippensburg, PA 17257 717-532-7388 PHONE 21-2003-1043 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Jerry A. Weigle , (e~l~) a subscribing witness to the will presented herewith, (~m~l~) being duly qualified according to law, depose(s) and say(s) that he was present and saw Esther A. Ritchie the testat rix , sign the same and that he, Jerry A. Weigle signed as a witness at the request of testat rix in h er presence and (i=~,Xlmnm~tt~otk~ (in the presence of the other subscribing witness(es)). ~ Sworn to or affirmed and subscribed before /x~ 0 .- me this 19th day of Je~/y A. ~,~j~l~ iN;m;) [/-' 126 East King StreetV ,% December __ % x~_2Ofl_% ~t-~.a.. ?~./L~/~-40~t~ r~,,,! ~'. ~ (Address) b6nna M. O~t6, 1st Demutv~ ~'- 7~v-ShiDnensburo PA 17257 ' ~ ~ l~egiste~ r~ o, (Name) (Address) 21-2003-1043 REGISTER OF WILLS OF CUMBERLAND COUNTY "'- OATH OF NON-SUBSCRIBING WITNESS Alexandra Hensel Omaffi a subscriber hereto, (~l~; being duly qualified according to law, depose(s) and say(s) that she is familiar with the signature of Esther A. R±tchie , testat rix of (~enw~x~x~~~x~gx~ the will presented herewith and that she, Alexandra Hensel believes the signature on the will is in the handwriting of Esther A. Ritchie . ,/ to the best of her knowledge and belief~7~// /' / Sworn to or affirmed and subscribed before ~//~/ me this 19th day of Alexa Hensel ,Name) -7-- _ r~n~ 1~_~. onn3 Residential Housing Administrator ~/ll./7~2~-.'XUZ~z~W41~n~c~'/"'.t/ll.~'~qf~-'t~'l~/~/f----'~',~.~_.~J'f~''''-~''~ Church of God Hom~ ~ '~ ress Donna I~. Ot%o, ist' D~6~. ~er~ 80Carlisle.1 North pAHan°ve~17013~r e~t (Name) (Address) his is to certify that the information here given is correctly copied lCrom 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. Fee for this certificate, $2.00 ~,~ P SO 714 No. ~ D~te WARNING: It is illegal to duplicate this copy by photostat or photograph. C"/~ R~[strar PERMANENT mos.~43 Rev. z/a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH , STATE FILE NUMBER NAME OF DECEDENT {Fi M. M~. LBiI) SEX SOCIAL SECURITY NUMBER DATE OF DEATH ~Month '. ESTHER A RITCHIE 2Fema2.e 3 199 ............... ' ' · ~ . -- u/ -- t~// I, v~:C'~:~B/:~ 6, 2003 AGE (Lam Bkl~'lclly) UNDER 1 YEAR UNDER I D~f DATE OF mRTH BIRTHPLACE t ar~ f I ' .. . I : "I i '" I ....... L:~sE¥o'hT~'Tw.I"°s~'TA~- OT.E.: ~. ~le .Ch~ch of God Home. 825 North Hanover St. Carlisle, PA 17013 ~,2. Mervin C. Manning j~. Phif_ip ~. Ritehie ~, om.~sp~) ~ ~.12/9/03 ~ . ~ ,n d~)~ L ~, E~.HighS p~e. Cemetery 17257 ower Swatara Twp. qphin County, PA H.,Inc.,P.O. Box 336, S~.,PA 17257 21-2003-1043 LAST WILL AND TESTAMENT I, ESTHER A. RITCHIE, of 34 North Washington Street, Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved husband, LESTER E. RITCHIE, absolutely. THIRD. In the event that my said husband predeceases me or is not living on the 60th day following my decease, I then give, devise and bequeath my said estate to my children on a per stirpes basis. FOURTH. In the event that any beneficiary of this my Last Will and Testament is under the age of eighteen (18) years, I then give and bequeath said bene- ficiary's share to DR. J. E. LEWIS, of 121 East King Street, Shippensburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of eighteen (18) years, with the following powers in addition to those presently given by law: me The power to expend the income towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; Be The power to expend the principal, within the discretion of the said Guardian, if the income is insufficient, towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; Ce The power to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of eighteen (18) years, without the necessity of a formal adjudication of the Guardian's Account in the Court of Common Pleas of Cumberland County, upon receipt of a good and valid release; (SEAL) - 1- Ee The principal of the Guardianship and tke income therefrom shall be free from the debts, liabilities and engagements of those beneficially- interestedtherein, and shall not be subject to assignment by' him or her, nor to attachment or execution under any, legal, equitable or other process for the enforcement of judgments or claims of any sort against them, either individually or collectively; In the event the above mentioned Guardian is unable to accept the Guardianship, I then name, constitute and appoint MRS. ETHEL LEWIS, of 121 East King Street, Shippensburg, Penn- sylvania, as GUARDIAN, with the same powers hereinbefore stated. FIFTH. I nominate, constitute and appoint DR. J. E. LEWIS and ETHEL LEWIS, his wife, as the guardians of the persons of my child or children, if such is convenient to them, both financially and physically. SIXTH. I nominate, constitute and appoint my husband, LESTER E. RITCHIE, to be the Executor of this my Last Will and Testament; if he be unable to fulfil~ the duties of Executor, I then nominate, constitute and appoint my son, PHILIP M. RITCHIE, to be my Executor. IN WITNESS WHEREOF, I, ESTHER A. RITCHIE, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first signed for identification purposes only, this 4th day of April, 1974. Signed, sealed, published and : declared by ESTHER A. RITCHIE, : the Testatrix, as and for her : Last Will and Testament, in the : presence of us who have, at her : request, signed our names as : witnesses hereto in the presence : of the said Testatrix and of : each / ~ : other. '~A-/~'~//~,'l~'':: - 2 - ES~R A. ~,T~E WILLIAM R. MARK ATTORNEY AT LAW I I'~ EAST KING STREET SHIPPENSBURG, PENNA. ESTATE OF ESTHER A. RITCHIE, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased : 1N THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY : PENNSYLVANIA : ORPHANS' COURT DIVISION : ESTATE NUMBER 21-03-1043 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Esther A. Ritchie Date of Death: December 6, 2003 Will No. 21-03-1043 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on December 31, 2003: Philip M. Ritchie 628 Brad Street Shippensburg, PA 17257 David L. Ritchie 12 Sheffield Drive Chambersburg, PA 17201 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. December 31, 2003 Signature Name: Address: Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 coMMONWEALTH OF pENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDiViDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 ? 125-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3578 ~ WEIGLE JERRY A 126 E KING STREET :' SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 199-07-1817 :ILE NUMBER: 2103- 1043 DECEDENT NAME: RITCHIE ESTHER A ..------- 7OSTMARK DATE: 02/18/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/06/2003 DATE OF PAYMENT: 02/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I 5800.00 '~REMARKS: ':" SEAL ! CHECK# 3862 TOTAL AMOUNT PAID: $800.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2806O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 0O3578 WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 199-07-1817 · FILE NUMBER: 2103- 1043 DECEDENT NAME: RITCHIE ESTHER A DATE OF PAYMENT: 02/19/2004 POSTMARK DATE: 02/1 8/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 12/06/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $800.00 iREMARKS: SEAL CHECK# 3862 TOTAL AMOUNT PAID: $800.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS .~00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Ritchie, Esther A. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 12/06/2003 08/30/1916 FILE NUMBER 21 03 1043 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 199-07-1817 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 12-31-91 and 1-1-95) ~AME Jerry A. Weigle 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate [] 4a. Future Interest Compromise (date of 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. Litigation Proceeds Received [] 10. Spousal Poverty Credit (~ate Of death between [] 1 1. Election to tax under Sec. 911 3(A) (Attach Sch O) ;OMPLETE MAILING ADDRESS FIRM NAME (If applicable) Weigle & Associates, P.C. TELEPHONE NUMBER 717/532-7388 126 East King Street Shippensburg, PA 17257 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 (5) (Schedule E) 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. 13, 14. Noll~ None None 54,627.61 None None 6,541.50 35,518.96 Net Value of Estate (Line 8 minus Line 11) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) 54,627.61 42,060.46 12,567.15 12,567.15 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) 16.Amount of Line 14 taxable at lineal rate x .045 (16) 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) 12,567.15 565.52 565.52 20. [] Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS Church of God Home 825 North Hanover Street, Apt. 101 ICITY Carlisle ]STATE-pA lzIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 800.00~ C. Discount 28.28 565.52 InterestJPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 828.28 0.00 262.76 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT 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 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? .......................................................... [] [] 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 security 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 knowled~t~plete.~ Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBL.~,FOR FILING RETURN ADDRESS ~ -- ....... DAlE Philip l~i~c.hie ~..~ .///~/ /] 628 Brad Street ' ' /~~p~b~u'r'g-,-[~A 17257 · ......... DATE 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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY ESTATE OF Ritchie, Esther A. FILE NUMBER i 21 - 03 - 1043 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivomh~p must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 2 3 4 5 6 Orrstown Bank Checking Account # 410632 Accrued interest to date of death Orrstown Bank Certificate of Deposit # 70054543 Accrued interest to date of death Apartment Equity at Church of God Home, Inc. - proceeds of sale 02/06/04 State Farm Fire and Casualty Company - return of premium at cancellation, received 12/12/03 Mass. Mutual annuity benefit received 12/12/03 ITT Industries - final pension check dated 12/31/03 TOTAL (Also enter on Line 5, Recapitulation) 10,284.52 0.87 13,122.95 9.41 31,000.00 73.20 41.40 95.26 54,627.61 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & AD~~~ COSTS ESTATE OF FILE NUMBER Ritchie, Esther A. 21 - 03 - 1043 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER 2 FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Add ress City State Zip Year(s) Commission paid Attorney's Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Add ress City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills, Cumberland County - Letters and Shorts Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Carlisle Sentinel - advertising Letters Testamentary Cumberland Law Journal - advertising Letters Testamentary Total of Continuation Schedule(s) 6,174.64 102.00 98.69 75.00 91.17 TOTAL(Also enter online 9, Recapitulation) 6,541.50 COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Fure Expemes& Administrative ~ ~n~ ESTATE OF i FILE NUMBER Ritchie, Esther A. 21 - 03 - 1043 3 Postmaster - certified mailing to DPW Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls Linda K. Klein - notary fee Register of Wills, Cumberland County - filing PA Inheritance Tax Return Register of Wills, Cumberland County - filing Family Settlement Agreement 4.42 12.75 9.00 15.00 50.00 Page 2 of Schedule H COMMONW~=ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Ritchie, Esther A. 21 - 03 - 1043 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 2 Church of God Home - 12/04/03 invoice Philip M. Ritchie - balance due on promissory note dated 06/15/95 TOTAL (Also enter on Line 10, Recapitulation) 218.96 35,300.00 35,518.96 REV.-1513 EX+ (9-00) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ritchie, Esther A. SCHEDULE J BENEFICIARIES FILE NUMBER 21 - 03 - 1043 NUMBER II, NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Philip M. Ritchie 628 Brad Street Shippensburg, PA 17257 David L. Ritchie 12 Sheffield Drive Chambersburg, PA 17201 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Son Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet / NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS AMOUNT OR SHARE OF ESTATE 50% 5O% TOTAL OF PART I1 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEtT ORRSTO BANI( TO: Weigle & Associates P.C. Attorneys at Law 126 East King Street Shippensburg, PA 17257 FROM: ORRSTOWN BANK P.O. BOX 25O SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Esther A Ritchie DECEASED DATE OF DEATH: December 6, 2003 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNTNO. ACCOUNTNO. DATE OPENED DATE OPENED TITLE OF ACCOUNT 410632 Esther A Ritchie 6/5/96 SAVINGS ACCOUNT TITLE OF ACCOUNT DATE Of DEATH PRINCIPLE & ACCRUED INTEREST 10,284.52 .87 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT 70054543 Esther A Ritchie DATE OPENED 7/12/96 DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 13,122.95 9.41 Date: 12/23/03 By: Timothea Customer Service Operator P.O. BOX 250 '~ SHIPPENSBURG, PA 17257 ' TEL. (717) 532-6114 PROMISSORY NOTE $76,500.00 Dated: June 15, 1995 The undersigned promises to pay to the order of PHILIP M. RITCHIE and JEAN C. RITCHIE, his wife, the sum of $76,500.00, with no interest, payable on demand. CONFESSION OF JUDGEMENT - The undersigned hereby irrevocably authorizes and empowers the Prothonotary or Clerk or any attorney of any court of record to appear for and confess judgement therein against the undersigned for the amount which from the face hereof may appear to be due hereon, (or if such attorney so elects, for the amount which may be due hereon as evidenced by an affidavit signed by the undersigned setting forth the amount then due) including accrued interest plus fifteen percent of such principal and interest but not less than $500.00 as an attorneys' commission with costs of suit, release of errors, and without right of appeal. If a copy hereof, verified by an affidavit shall have been filed in said proceeding, it shall not be necessary to file the original as a warrant of attorney. The undersigned waives the right to any stay of execution and the benefit of all exemption laws now or hereafter in effect. No single exercise of the foregoing warrant and power to confess judgement shall be deemed to exhaust the power, whether or not any such exercise shall be held by any court to be invalid, voidable, or void, but the power shall continue undiminished and may be exercised from time to time as often as the holder shall elect, until all sums payable or that may become payable hereunder by the undersigned have been paid in full. Witness: (SEAL) ~oo FROM: PHILIP M. RITCHIE and JEAN C. RITCHIE ESTHER A. RITCHIE Demand Note in the 2BLmount Of $76,500.00 Dated ~une 15, 1995 The undersigned hereby certifies in connection with the loan above referred to secured by a demand note containing a confession of judgement authorizing any attorney or Prothonotary of any Court of record in Pennsylvania or elsewhere to confess judgement against the undersigned that the loan for which said note was given is not a consumer loan; that the income of the undersigned (conjugal income if both spouses executed the note) is $10,000.00 or more; that it was orally explained and fully understood by the undersigned that the execution of a demand note containing a confession of judgement clause was a waiver of right to have prejudgement notice and hearing, the right to have the burden of proving default on the creditors, and the right to avoid expenses attendant upon opening or striking a confessed judgement and that the undersigned voluntarily executed the said demand note with a confession of judgement clause knowing that the aforesaid rights have been waived and that an execution may be issued on a judgement entered on said confession against his property. The undersigned further certifies that he was advised and understood that he could have an attorney examine the said demand note and any other documents in connection with the loan prior to execution. Witness: / ST~,TE OF PENNSYLV~IR: cou Y On this the /"~' day of , 19~, before me a notary public, personally appea~ed Esther A. Rit6hie, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. In Witness Whereof, I hereunto set my hand and official seal. "' - Notary" ~1. iv / ES~A R, MU~ME~ NOTA~ ~ LAST WILL AND TESTAMENT I, ESTHER A. RITCHIE, of 34' North Washington Street, Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by. me at any time heretofore made. FIRS____~T. I order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. .~ECONp. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved husband, LESTER E. RITCHIE, absolutely. THI~. In the event that my said husband predeceases me or is not living en the 60th day following my decease, Ii then give, devise and bequeath my said estate to my children on a per stirpes basis. FOUR____~_~. In the event that any beneficiary of this my Last Will and Testament ms under the age of eighteen (18) years, Ii then give and bequeath said bene- ficiary's share to DR. J. E. LEWIS, of 121 East King Street, Shippensburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the age of eighteen (18) years, with'the following powers in addition to those presently given by law: A. The power to expend the income towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; B. The power to expend the principal, within the discretion of the said Guardian, if the income is insufficient, towards the health, support and maintenance, and education, including a college, trade, business or technical school education, of the said beneficiary; C. The power to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of eighteen (118) years, without the necessity of a formal adjudication of the Guardian's Account in the Court of Common Pleas of Cumberland County, upon receipt of a good and valid release; - 1- D. The principal of the Guardianship and the income therefrom shall be free from the debtS, liabilities and engagements of those beneffcialiMinterestedthmrein, and shall not be subject to assignment by him or her, nor to attachment or execution under any legal, eqUitable or other process for the enforcement of judgments or claims of any sort agaimst them, either individually or collectively; E. In the event the above mentioned Guardian is unable to accept the Guardianship, I then name, constitute and appoint MRS. ETHEL LEWIS, of 121 East King Street, Shippensburg, Penn- sylvania, as GUARDIAN, with the same powers hereinbefore stated. FIF~. I nominate, constitute and appoint DR. J. E. LEWIS and ETHEL LEWIS, his wife, as the guardians of the persons of my child or children, if such is convenient to them, both financially and physically. SIXTH. I nominate, constitute and appoint my husband, LESTER E. RITCHIE, to be the Executor of this my Last Will and Testament; if he be unable to fulfilli the duties of Executor, I then nominate, constitute and appoint my son, HILiP M. RITCHIE, to be my Executor. IN WITNESS WHEREOF, I, ESTHER A. P, ITCHIE, have hereunto set my hand and seal to this my Last Wfll and Testament, written on two pages, the first signed for identification purposes' only, this 4th day of April, i974. (SEAL) Signed, sealed, published and : declared by ESTHER A. RITCHIE, : the Testatrix, as and for her : Last Will and Testament, in the : presence of us who have, at her : request, signed our names as : witnesses hereto in the presence : of th~.said Testatrix and of : each 9.ther. : -2 - ESTATE OF ESTHER A. RITCHIE File No. 21-03-1043 FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT made this zO~ day of ~ ,2004, BETWEEN: PHILIP M. RITCHIE and DAVID L. RITCHIE, being the legatees under thc Last Will and Testament of Esther A. Ritchie, late of the Borough of Shippcnsburg, Cumberland County, Pennsylvania, AND PHILIP M. RITCHIE, Executor of thc Estate of Esther A. Ritchie, deceased. WHEREAS, Esther A. Ritchie died December 6, 2003, testate; and WHEREAS, Letters Testamentary were granted to Philip M. Ritchie on Decelnbcr 19, 2003, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Esther A. Ritchie have been liquidated or distributed and all her debts paid in tull, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said Executor, the said parties hereto desire to xvaive the duty of the Executor to file a First and Final Account with Proposed Schedule of Distribution lbr purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire that a Family Settlement Agreement be executed, which Family Settlement Agreement will be duly recorded among thc deed records in and for Cu~nberland County. COMMONWEALTtI OF PENNSYLVANIA SS COUNTY OF C ......... AND On this, the 5;( iii day of ~ ~;t', t ~]k,~ ~ ' , 2004, before me, the undersigned officer, personally appeared PItlLIP M. RITCHIE and DAVID L. RITCHIE, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, l hereunto set my hand and official scal. Notarial Seal Rhonda S. Spangler, Norm2,' Public Chambersburg Bore, Franklin County My Commission Expires Aug. 8, 2005 Member. Pen nsy!vania Association of Notanes Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division No. 21-03-1043 Estate Of Esther A. Ritchie, Deceased Account of Philip M. Ritchie, Executor Date of Death: Date of Executor's Appointment: Date of First Advertisement of Letters: Accounting for the Period: f 2/06/2003 12/t 9/2003 01/09/2004 12/06/2003 to 09~09~2004 Purpose of Account: Philip M. Ritchie, Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Attorney Identification No. 01624 Weigle & Associates, P.C. 126 East King Street Shippensburg, PA 17257 717-532-7388 GROSS ESTATE (PrincipalReceipts+lncome Receipts) 54,904.43 02~06~2004 01/0712004 1210612003 12/06/2003 1210612003 12~07~2003 t 212212003 08/31 ~2004 12/12~2003 SCHEDULE A RECEIPTS OF PRINCIPAL Cash Apartment Equity at Church of God Home, Inc. - proceeds of sale 02/06/04 ITT Industries - final pension check dated 12/31/03 Orrstown Bank Certificate of Deposit #70054643 Accrued income on above item through date of death Orrstown Bank Checking Account #410632 Accrued income on above item through date of death State Farm Fire and Casualty Company - return of premium at cancellation, received 12/12/03 31,000.00 95.26 13,122.95 9.41 10,284.52 0.87 73.20 Subsequent Principal Receipts Commonwealth of PA - refund of PA Inheritance Tax Mass Mutual annuity benefit received 12112103 262.76 41.40 Total Receipts of Principal Fiduciary Acquisition Value 54,586.21 304.16 54,890.37 SCHEDULE C DISBURSEMENTS OF PRINCIPAL 02111/2004 02/11/2004 01 ~02~2004 12/t9/2003 01/0512004 01 ~07~2004 02~04~2004 05/13~2004 05/18~2004 O9~09~2OO4 0910912004 09~09~2004 Debts of Decedent Church of God Home - 12/04/03 invoice Philip M. Ritchie - balance due on promissory note dated 06/15/95 Funeral Expenses Fogelsanger-Bricker Funeral Home Miscellaneous Administration Expenses Register of Wills, Cumberland County - LettersTestamentary and Short Certificates Postmaster - certified mailing to DPW Cumberland Law Journal - advertising Letters Testamentary Carlisle Sentinel - advertising Letters Testamentary Register of Wills, Cumberland County - filing PA Inheritance Tax Return Register of Wills, Cumberland County - additional probate fee Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls Linda K. Klein - notary fee Register of Wills, Cumberland County - filing Family Settlement Agreement 218.96 35,300.00 6,174.64 102.00 4.42 75.00 98.69 15.00 35.00 12.75 9.00 50.00 35,518.96 6,174.64 2 SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 02/19/2004 Taxes Register of Wills, Cumberland County - PA Inheritance Tax payment at discount TOTAL DISBURSEMENTS OF PRINCIPAL 800.00 401.86 800.00 42,895.46 3 # Units PRINCIPAL BALANCE ON HAND Description Cash Attorney Clients Account Current Value Fiduciary Acquisition or as Noted Value 11,994.91 11,994.91 Total Cash 11,994.91 11,994.91 11,994.91 11,994.91 4 SCHEDULE G RECEIPTS OF INCOME Interest/Bank Orrstown Bank Burial Fund Account 01102/2004 (account opened after date of death) interest earned on account Orrstown Bank Certificate of Deposit #70054843 01/02/2004 Orrstown Bank Checkinq Account #410632 01/02/2004 TOTAL RECEIPTS OF INCOME 2.82 10.59 0.65 2.82 0.59 0.65 14.06 5 # Units INCOME BALANCE ON HAND Description Cash Attorney Clients Account Total Cash Current Value or as Noted Fiduciary Acquisition Value 14.06 14,06 14.06 14.06 14.06 14.06 6 TO: TO: PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value or as noted David/. Ritchie One-half residuary share of estate Fiduciary Acquisition Value 6,004.48 Philip M. Ritchie One-half residuary share of estate 6,004.48 6,004.49 6,004.49 12,008.97 Total 7 PHILIP M. RITCHIE, Executor of the Estate of Esther A. Ritchie, deceased. hereby declares under oath (penalties of perjury) 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 discloses all significant transactions occurring during the accounting period: that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. Phd~p M R~tclue Executor Subscribed and sworn to by PHILIP M. RITCHI .E, before me this?~t~}~ dayof,'~ I~ ~, i 2004. Notarial Seal Rhonda S. Spangler, Notary Public Chambersburg Boro, Franklin County MY Commission Expires Aug. 8, 2005 REGISTER OF WILLS, CUM~ERI~ COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Esther A Ritchie Date of Death: December 6, 2003 Will No. 21-03-1043 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans, Court Rules, I report the following with respect to Completion of the administratio~ of the above-captioned estate: 1. State whether administration of the estate is complet~ 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__ No X 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 x__~___ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be-filed Cerk'of the Orphans, Court and may with he uJ=e~rry~ A,'~ ~gle, Esquir~e I] Name ~ease type ~r lnt) Date: Nov. 16, 2004 WEIGLE. & ASSOCIATES,. p. C. 12'6 East King Street ddre--q --s Shippensburg, PA 17257 717/~_L_j32-7388 Tel. No. (MAH: rmf/AM3 ) Capacity: __ _Personal RePresentat i~e X~C°unsel for personalq~' representative BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DZV:LSZON DEPT. ZP, 0601 HARRZSI~URG, PA 17128-0601 COHNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX RE¥-15~? El( AFP 1:01-o5) JERRY A WEIGLE WEIGLE & ASSOCS 126 E KING ST SHIPPENSBURG PA 17257 DATE 07-13-2004 ESTATE OF RITCHIE DATE OF DEATH 12-06-2003 FILE NUNBER 21 05-104:3 COUNTY CUHBERLAND ACN 101 I Aeoun~ Ramified ESTHER A HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-l$47 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF RITCHIE ESTHER AFZLE NO. 21 0:3-1045 ACN 101 DATE 07-13-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~e~a (Schedule A) 2 S~ocks and Bonds (Schedule B) $ Closely Held S~ock/Per~narshlp Zn~aras~ (Schedule C) Not,gages/No,as Receivable (Schedule D) $ Cash/Bank Daposi~s/His¢. Personal Proper~y (Schedule E) 6 Jointly Owned Propar~y (Schedule F) 7 Transfers (Schedule G) 8 To~el Asse~s (1) (2) ($) (~) (5) (6) (7) .00 .00 .00 .00 54/627.61 .00 .00 (8) NOTE: To insure proper credi~ ~o your account, subai~ ~ha upper portion of ~his form wi~h your ~ax payment. 54,627.61 lO 11 12 15 NOTE APPROVED DEDUCTIONS AND EXENPTZONS: 6,541.50 Funeral Expensas/Adm. Cos~s/Hisc. Expanses (Schedule H) (9) Dabts/Hortgaga Liabilities/Liens (Schedule I) (lO) $5a518.96 Total Deductions (11) Ne~ Value of Tax Re~urn (12) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Na~ Value of Es~a~e Sub~ec~ ~o Tax (1~) 12,567.15 .00 12,567.15 Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. (la) .00 x O0 = .00 (16) 12,567,.15 x 045= 565.52 (17) ~oo X 17~.- = .00 (18) .:00 x 1~* = .00 (~9)= 565.52 ASSESSNENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of Line 1~ ~axabla e~ Lineal/Class A ra~a 17. Amoun~ of Line 1~ a~ Sibling ra~a 18. Amoun~ of Line 1~ ~axabla a~ Collateral/Class B ra~a 19. Principal Tax Due TAX CREDITS: PAYHENT RECE/PT DISCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) 02-18-2004 CD005578 28.28 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. ANOUNT PAID 800.00 TOTAL TAX CREDZT 828.28 BALANCE OF TAX DUEI 262.76CR TNTEREST AND PEN. I .00 TOTAL DUE I 262.76CR/-~i~ ( ZF TOTAL DUE IS LESS THAN $1~ NO PAYNENT ZS REi)UZRED. IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- if any futura 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 Commonwealth 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: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZI~O of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TZ P.S. Section 91qO). Detach the top portion of thls Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return) may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ars available at the Office of the Register of Hills) any of the 23 Revenue District Offices) or by calling the special 2q-hour answering service for forms ordering: l-BOO-36Z-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance) or disallowance of deductions, or assessment of tax (including discount or interest) es shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 171IS-lOg1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oapt. 2BO601, Harrisburg, PA 17128-g60l Phone [7173 7BT-6SOS. See page S of the booklet "Instructions far Inheritance Tax Return for a Resident Decedent" (REV-1SOI) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dscedant's death, a five percent (mX) discount of the tax paid is allowed. The lSZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, lg96, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner end in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (93 months and Dna il) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .OOOl6q. All taxes which became delinquent on and after January i, 19SI will bear interest at a rata which wiIi vary from calendar year to calendar year with that rate announced by the PA Department cf Revenue. The applicable interest rates for 1982 through 200q are: interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOX .OOO5~B ~J~'&-1991 ZZX .go0301 ZOO1 9X .O00Zq7 1983 16Z .000q38 1992 9Z .O00Zq7 200Z 6Z .00016~ 198q 11Z .000301 1993-199~ 7Z .000192 2003 5Z .000137 1985 13Z .OOO3S6 X995-199B 9g .0002q7 200~ qZ .OOOllO 1986 lOX .O00ZTq 1999 7Z .O0019Z 1987 lOX .00027q ZOO0 7Z .O0019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. BUREAU OF INDIVIDUAL TAXES ZNHER/TANCE TAX D'rvzSTON DEPT. Z80601 HARRTSDURG, PA 17128-0601 CONNONNEALTH OF PENNSYLVANTA DEPARTNENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT REV-16D7 EX AFP (01-03) JERRY A NEIGLE NEIGLE & ASSOCS 1Z6 E KING ST SHIPPENSBURG PA 17Z57 DATE 08-25-2004 ESTATE OF RITCHIE DATE OF DEATH 12-06-2005 F]:LE NUHBER 21 05-1045 COUNTY CUMBERLAND ACN 101 I Amoun~c Remi*l:~ed ESTHER A HAKE CHECK PAYABLE AND RENIT PAYNENT TO: REGISTER OF WILLS CUNIIERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your accoun~c, submA~c ~he upper poP'don of ~chis form wi~h your ~ax payment. CUT ALONG THIS LXNE ~'* RETA'rN LONER PORT'rON FOR YOUR RECOR~.~_.(i~ REV-1607 EX AFP (01-03) ~ '~l~l-~l~:r-~l~E' '~,~ '~fA'l~lE'l~f ~)-~-~,~:-~(~"-~-~'~ ..... ~"? ......... ESTATE OF RITCHIE ESTHER A FILE NO, 21 0:5-1045 ACN 101 **-~*-dDATE' THIS STATENENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THi: NAHED E~ATE. SHO#N BELON ZSA SUNHARY OF THE PRINCIPAL TAX DUE., APPLICATION OF ALL PAYHENTS:, THE CURRENT BALANCE:, AND:, ZF APPLICABLE:, A PROJECTED 'rNTEREST F/GURE. DATE OF LAST ASSESSNENT OR RECORD ADJUSTHENT: 07-06-Z004 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYNENTS (TAX CREDITS): 565.52 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUNBER INTEREST/PEN PAID (-) 02-18-2004 08-05-2004 CD005578 REFUND 28.28 .00 800.00 262.76- IF PAID AFTER THIS DATE:, SEE REVERSE S/DE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYHENT 1S REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), TOTAL TAX CREDIT 565.52 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORN FOR TNSTRUCTIONS. )