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HomeMy WebLinkAbout03-0915 PETITION FOR PROBATE and GRANT.~, ...,~_ ~zER.~...SOF LE_' ERS Estate of TRITT. Harold D No. '" - ~ also known as To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania , Deceased. Social Security No. 172321195 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut. in the last will of the above decedent, dated 4/30/1997 and codicil(s) dated named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 25 Newville Road, Shippensburq (Southampton Twp/ Cumberland Co) Pennsylvania (list street, number and municipality) Decedent, then 68 years of age, died 10/26/2003' at Chambersburq Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the will offered for probate; was not the victim of a killing and was never ajudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in J~ennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 3O,OO0.0O $ $ 100,000.00 25 Newville Road, Shippensburg, Cumberland County, Pennsylvania Penn Township, Cumberland County, Pennsylvania (1/2 interest) WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) 25 Newville Road Ro-semary G ~i Shippensburg PA 17257 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF Cumberland j' ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and con'ect 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 and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this Ot"X"~" day of November, 2003 ~t2go~/~e_~~gister -/?,~--~ No. Estate of TRITT, Harold D , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November ,2003 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 4/30/1997 described therein be admitted to probate and filed of record as the last will of Harold D Tritt and Letters Testamentary are hereby granted to Rosema~ G Tritt FEES Probate, Letters, Etc ......... Short Certificates ( ) ...... ation ............ Filed .~~.. TOTAL ATTORNEY (Sup. Ct. I.D?t~.) 137 Park Place West Shippensburq PA 17257 ADDRESS 532.9046 PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 9450457 H105.143 Rev. 2/87 TYPE/PRINT PERMANENT BLACK IN~ Harold D. Tritt Franklin Core Assembler 25 Newville Road Shippensburg, PA 17257 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH ,.Male ,. 172 -- 32 -- 1195 4-October 26, 2003 I~. Chambersburg I~ Chambersburg Hospital I~'~'~' I,t ~ite ~z ,z ~ · ~,. Married ~ G. ~ ~u~ ~,.~ PA ~ ,f~.~ Southampton Twp. ,, Donald Tritt ~.. Rosemary G. Tritt e,,,.~ ~ c,..,.,o,, FI [] i0-30-03 Bessie Hummel 25 Newville Road, Shippensburg, PA 17257 ~V~- ~ 12~d. Carlisle, PA 17257 ~-~ F.H. ~., ~, PA 17257 Day. Year) I, HAROLD D. TRITT, of Southampton Township, Cumberland County, Pennsylvania, being of sound mind and memory declare this to be my Last Will and Testament and revoke any will or codicil previously made by me. ITEM I: I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a pan of the administration of my estate. ITEM H: I give, devise and bequeath all of my right, title, and interest in and to the farm property in Penn Township, Cumberland County, Pennsylvania, which I own jointly with my brother, to my issue per stirpes. ITEM IH: I give, devise and bequeath all of the rest, residue, and remainder of my estate of every nature and wheresoever situate to my wife, ROSEMARY G. TRITT, provided she shall survive me by thirty days. ITEM IV: Should my wife, ROSEMARY G. TRITT predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath all of my estate of every nature and wheresoever situate to my issue per stirpes, in shares of equal value, share and share alike. ITEM V: I direct that each legatee and devisee shall bear the estate, inheritance, and other death taxes attributable to his or her distributive share of my estate. ITEM VI: I appoint ROSEMARY G. TRITT executrix of this my Last Will and Testament. Should she fail to qualify or cease to act as executrix, I appoint MICHAEL D. TRITT and RONALD L. TRITT co-executors of this my Last Will and Testament. ITEM VII: I direct that my executors or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 2 IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on three (3) sheets of paper, dated this ~'/9 day of APRIL, 1997. HAROLD l). TRITT The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the testator, HAROLD D. TRITT, was on the day and date thereof signed, published and declared by HAROLD D. TRITT, the testator herein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ""' "~/~,~¢~ residing at ~L,~3~/(~ ~y~ COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, HAROLD l). TRITT, the testator in, and the undersigned witnesses to, the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the testator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testator sign and execute the instrument as his will, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as a witness and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. HAROLD D. TRITT t~ess b' W}tness r~' Subscribed to and subscribed or affirmed and acknowledged before me by HAROLD D. TRITT, the testator and the witnesses whose names are signed above this ~ © day of APRIL, 1997. Notary Public .7~'~pires Feb. 18, 1~-: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate No.: To the Register: Harold D Tritt October 26, 2003 21-03-0915 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 November 07, 2003. Name Address Rosemary Tritt Michael Tritt Ronald L Tritt 25 Newville Rd 1 Forestry Rd 77 Farm Rd Shippensburg PA 17257 Shippensburg PA 17257 Newville PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None. Date: tt.t.~. Forest N Myers, Esquire Attorney I.D. #18064 137 Park Place West Shippensburg PA 17257 Phone 717.532.9046 Fax 717.532.8879 e-mail fn myers@earthlink.net Capacity: _X Counsel for Personal Representative TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 ~RG, PA 171284)601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 COUNTY CODE OFFICIAL USE ONLY 03 00915 YEAR NUMBER 8~o z DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) TRITT, Harold D DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM--DD-YEAR) 10/26/2003 02/21/1935 IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) TRITT, Rosemary G [] 1. Odginal Return [] 4. Limited Estate [] 6. Decedent Died Testate (Attach copy of wra) [] 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER 170-32-1195 THI~ RETURN MUST BE FILED IN DUPLICATE WTrH THE REGISTER OF WILLS [] 2. Supplemental Retum [] ] 4a. Future Interest Compromise (date of death after 12-12-82) [] [] 7. Decedent Maintained a Living Trust (Attach co0y of Trust) -- [] 10. Spousal Poverty Credit (date of death between [] 12-31-91 and 1-1-95) THIS SECtiON MUST BE cOiPLETE[i, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 4AME COMPLETE MAILING ADDRESS Forest N Myers fIRM NAME (If applicable) Law Offices of Forest N Myers 137 Park Place West TELEPHONE NUMBER Shippensburg, PA 17257 717/532-9046 SOCIAL SECURITY NUMBER 178-50-4654 3.' Remainder Return (date of death pdor to 12-13-.82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) 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) 83,000.00 None None None 35,874.89 159,705.00 None 14,336.26 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental 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) 278,579.89 14,336.26 264,243.63 264,243.63 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax ratel 83,919.00 or transfers under Sec. 9116(a)(1.2) x .00 (15) 0.00 7,187.00 7,187.00 16. Amount of Line 14 taxable at lineal rate 159,705.00 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) 20. [] >> BE SURE TO ANSWER ALL QUESTION8 ON REVERSE $!_nE AND RECHECK MATH << Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS Crr¥ . Shippensburg STATE PA z~P 17257 25 Newville Road Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 359.00 Total Credits (A + B + C) (2) (1) 7,187.00 359.00 0.00 6,828.00 6,828.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. tf Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page I 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. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN -"X" IN THE APPROPRIATE BLOCKS 1. Did decadent make a transfer and: Yes No a. retain the use or income of the property transferred; ................................ r'"] 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 beneffis 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. ~l~"~-i~-~th~n~ ~rjury' ' ~e"~mthat I.h~..ve ex~c;;"e"~ ~his return, including =~'~,h~-,ying ~L~a-- ~d s~s and tothebas e peesonel representative is based on all information of which preparer has any know~.d~,--_. ' , u, ,,,y ,~rom,~.~ju ar~ [:e~lm, ~ IS tree, correct an(: complete. Declaration of SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 25 Newville Road Shippensburg, PA 17257 DATE ~- I~,- ADDRESS DATE Rosemary G Tritt GI~I,~'~U~ E (~F'I~I~o~ESp(~N:SIS~E ~61~ FILING RETURN SIGNATURE OF PRE~A~ER OTHER THAN REPRESENTATIVE ADDRESS Forest N Myers DATE 137 Park Place West Shippensburg, PA 17257 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. I, HAROLD D. TRITT, of Southampton Township, Cumberland County, Pennsylvania, being of sound mind and memory declare this to be my Last Will and Testament and revoke any will or codicil previously made by me. ITEM I: I direct that all my just debts and funeral expenSes, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I give, devise and bequeath all of my fight, title, and interest in and to the farm property in Penn Township, Cumberland County, Pennsylvania, which I own jointly with my brother, to my issue per stirpes. ITEM III: I give, devise and bequeath all of the rest, residue, and remainder of my estate of every nature and wheresoever situate to my wife, ROSEMARY G. TRITT, provided she shall survive me by thirty days. ITEM IV: Should my wife, ROSEMARY G. TRITT predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath all of my estate of every nature and wheresoever situate to my issue per stirpes, in shares of equal value, share and share alike. ITEM V: I direct that each legatee and devisee shall bear the estate, inheritance, and other death taxes attributable to his or her distributive share of my estate. ITEM VI: I appoint ROSEMARY G. TRITT executrix of this my Last Will and Testament. Should she fail to qualify or cease to act as executrix, I appoint MICItAEL D. TRITT and RONALD L. TRITT co-executors of this my Last Will and Testament. ITEM VII: I direct that my executors or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on three (3) sheets of paper, dated this ~ 0 day of APRIL, 1997. HAROLD D. TRITT The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the testator, ItAROLD D. TRITT, was on the day and date thereof signed, published and declared by ItAROLD D. TRITT, the testator herein named, as and for his Last Will, in the presence of us, who, at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. / ~ residingat ~L~..~./C)_ residing at _X~~ o.~,~, 67" ~a 3 COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, HAROLD D. TRITT, the testator in, and the undersigned witnesses to, the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the testator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testator sign and execute the instrument as his will, that he signed it willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as a witness and that to the best of our knowledge the testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. HAROLD D. TRITT W~tness r~ Subscribed to and subscribed or affirmed and acknowledged before me by HAROLD D. TRITT, the testator and the witnesses whose names are signed above this ~>o day of APRIL, 1997. Notary Public SCHEDULE A REAL ESTATE ESTATE OF TRITT, Harold D FILE NUMBER 21 - 03 - 00915 All real prope .r~y owned solely or aa a tenant in common must be reported at fair market value. Fair market value is defined as the pdce at which propert~ would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having rea. so.na, ble..knowledge of the relevant facts. Real property which is jointly-owned with Hght of survivorship must be disclosed on ~cneaul~ r, ITEM NUMBER 1 DESCRIPTION Residence, 25 Newville Road, Shippensburg, Southampton Township, Cumberland County, Pennsylvania, per assessed value from Cumberland County Assessment office TOTAL (Also enter on Line 1, Recapitulation) VALUE AT DATE OF DEATH 83,000.00 83,000.00 FacetWin Screen Print for public, from "CAMA_Login" 11/21/2003 1:03:05 PM NEIGHBORHOOD: 39 CUMBERLAND COUNTY ASSESSMENT OFFICE CONTROL # 39000150 DISTRICT: 39 - SOUTHAMPTON TOWNSHIP SD: Short Name : TRITT, HAROLD D LAST NAME : TRITT FIRST NAME : HAROLD D C/O NAME : ADDRESS1 : 25 NEWVILLE ROAD ADDRESS2 : POST OFFICE: SHIPPENSBURG STATE & ZIP: PA 17257 Situs: 25 NEWVILLE ROAD Prop Descrip.: LAND DESC: LAND LOT 9 LAND USE TYPE: 101 DEEDED ACRES: .39 PARCEL: 39-11-0308-017. SPEC ID: LOT: L-0009 ~ Tback: ! ! I ~ SALES CURRENT VALUES J Assessed Fair Market IFfY- 83000 L- 170oo I C&G- B- 66000 I approved? -> T- 83000 Screen 1 Enter Selection > Number -Switch Screens, X -Exit, J -Jump Mode, Down Arrow -Next Entry, Up Arrow -Previous Entry, Record: 66583 F -Forms, I -Image ? -Screens, B -Browse COt*~MO~TH OF PENNSYLVANIA iNHERFrANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRITT, Harold D SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 - 03 - 00915 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivomhip must be disclosed on schedule F. iiI-M NUMBEF 1 2 3 4 5 6 7 DESCRIPTION 1984 Ford LTD Sedan four door, pper Kelly Blue Book 1986 Ford Ranger Pick up Truck, short bed M&T Bank, cen'ificatc of deposit #31003913803572 M&T Bank, certificate of deposit #31003914489983 M&T Bank, certificate of deposit #31003914532526 M&T Bank, certificate of deposit #31003914621973 M&T Bank, checking account #97554375 TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 375.00 1,800.00 8,017.00 11,018.00 5,002.00 4,002.00 5,661.00 35,875.00 Kelley Blue Book THE TRUSTED RESOURCE New Car Pricing Build a Car ZncenUves Quality Ratings Ownm, ship Cost Ky Car's Value Used Car Retai! Free Price Quote Buy a Used Car Sell Your Cur Matorcvcles Financing Znsurance Lemon Check Warranties Car Previews D~cision Guides Advice Free Newsletter About kbb Home Blue Book Trade-In Report Pennsylvania · November 1,2003 1984 Ford LTD Sedan 4D Engine: V6 232 Trans: Automatic Drive: Rear Wheel Drive Mileage: 100,000 Blue Book MARKET WATCH_ IEnter emai, address Equipment Air Conditioning Power Steering .Buy a New Buy a Used Car List Your Car For Sale Online Free Lemon Check Auto Loans from 3.59% APR Insurance Quote Warranty Quote Payment Calculator Sell your car on eBay Motors AM/FM Stereo Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear lefL A clean title history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. ADVE YO Cl ONL Trade-In Value $325 Trade-in value represents what you might expect to receive from a dealer for this consumer owned vehicle. Keep in mind that the dealer must then absorb the cost of making the vehicle ready for sale, adverUsing, sales commissions, arranging financing and insurance and standing behind the vehicle for any mechanical or safety problems. Get the late~t BI u~ Book Get a Private Party Value Get Invoice & MSRP on New Cars http://www~kbb~c~m/kb/ki~d~~/kw~kc~ur?kbb~PA;~92986;PA~4~&~7257;s~d+t;&39;F~rd;~~~. 11/1/2003 ORRSTOWN BANI( TO: Law Office Forest N Myers 137 Park Place West Shippensburg, PA 17257 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS ACCOUNT NO. TITLE OF ACCOUNT SAVINGS ACCOUNT ACCOUNT NO. TITLE OF ACCOUNT ESTATE OF Harold D Tritt DECEASED DATE OF DEATH: October 26, 2003 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE DATE OPENED DATE OPENED DATE OF DEATH PRINCIPLE & ACCRUEDINTEREST DATE OF DEATH PRINCIPLE & ACCRUEDINTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED DATE OF DEATH PRINCIPLE & ACCRUEDINTEREST Does not have accounts with Orrstown Bank Date: 11/25/03 By: Timothea Customer Service Operator P.O. BOX 250 · SHIPPENSBURG, PA 17257 · TEL. (717) 532-6114 MaffBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Forest N Myers Attorneys At Law 137 Park Place West Shippensburg, PA 17257 Phone (302) 934-2909 F ax (302) 934-2955 December 5, 2003 Re: Estate of Harold D Tritt Social Security: 172-32-1195 Date of Death: October 26, 2003 Dear Sir or Madam: Per your inquiry dated November 7, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Natnes oj~ Opening Date Balance on Date of Death Accrued Interest Total 3. Type of Account Account Number Ownership (Names oJO Opening Date Balance on Date of Death Certificate of Deposit 31003913803572 Harold D Tritt 02/11/00 $8,000.00 $ 17.22 Certificate of Deposit 31003914489983 Harold D Tri~ 09/15/95 $11,000.00 $ 17.76 Certificate of Deposit 31003914532526 HaroM D Tritt 08/09/96 $5,000.00 Accrued Interest Total 1.73 '~7~)~Z'~' ........................................................................... Type of Account Account Number Ownership (Names oj') Opening Date Balance on Date of Death Accrued Interest Total Certificate of Deposit 31003914621973 Harold D Tritt 09/04/98 $4,000. O0 $ 2.02 Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total Type of Account Account Number Ownership (Names oJ) Opening Date Balance on Date of Death Accrued Interest Total Checking Account 97554375 HaroldD Tritt 01/28/80 $5,661.11 $ .05 .... ~Z"~'i:'~ .................................................................................................... IRA 35004201255161 Harold D Tritt Rosemary G Tritt, Beneficictry 04/27/00 $26,245.43 $ 454.47 For further account information, closures and/or reimbursement of funds please call the King Street Office at #71%532-4132. Please be advised, there was no safe deposit box found for the above decedent. tRecords Managemei~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF TRITT, Harold D [FILE NUMBER 21 - 03 - 00915 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Edward H Tritt 75 Farm Road Brother Newville PA JOINTLY OWNED PROPERTY' DESCRIPTION OF PROPERTY ITEM LETTER DATE Include name of financial institution and bank account number % OF DATE OF DEATH DATE OF DEATH DECD'S VALUE OF NUMBER FORTENANTJOINT JOINTMADE estate.°r similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTERES' 1 A ~02/25/1983 Farm 83 acres Penn Township, Cumberland County, 319,410.00 50°,4 159,705.0(~ per assessed value TOTAL (Also enter on line 6, Recapitulation) 159,705.00 FacetWin Screen Print for public, from "CAMA_Login" 11/21/2003 1:03:41 PM NEIGHBORHOOD: 31 CUMBERLAND COUNTY ASSESSMENT OFFICE CONTROL ~ 31000383 DISTRICT: 31 - PENN TOWNSHIP SD: Short Name : TRITT, HAROLD D & EDWARD H LAST NAME : TRITT FIRST NAME : HAROLD D & EDWARD H C/O NAME : & NANCY TRITT ADDRESS1 : 25 NEWVILLE ROAD ADDRESS2 : POST OFFICE: SHIPPENSBURG STATE & ZIP: PA 17257 Situs: 75 FARM ROAD Prop Descrip.: LAND DESC: LAND APPROX. 83 ACRES LAND USE TYPE: 112 DEEDED ACRES: 83.09 PARCEL: 31-11-0300-012. SPEC ID: LOT: ~ Tback: I I PROPERTY TYPE: A ] ~ SALES I DEED BK/PG ..... 0030E-00191 I DATE OF SALE...05/05/1983 I SELLING PRICE: 1 ~ CURRENT VALUES 3 Assessed FMV - 437780 C&G - 118370 approved? -> A Fair Market L - 354030 B - 83750 T - 437780 Screen 1 Number -Switch Screens, Down Arrow -Next Entry, Enter Selection > X -Exit, J -Jump Mode, Up Arrow -Previous Entry, Record: 57268 F -Forms, I -ImaGe ? -Screens, B -Browse COMMONWEALTH OF PENNSYLV/t4qIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRITT, Harold D FILE NUMBER 21 - 03 - 00915 Debts of decedent must be reported on Schedule I. ITEM NUMBER Ao 1 2 3 2 DESCRIPTION FUNERAL EXPENSES: Fogelsonger Bricker Funeral Home Chistian Light Book Store, bulletins Cumberland Valley Memorial Garden, grave opening 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 Attorney's Fees Law Office Forest N Myers Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Rosemary G Tritt Street Address 25 Newville Road City Shippensburg State PA Relationship of Claimant to Decedent wife Probate Fees Re~Jster of Wills, probate fees Register of Wills, filing fees inheritance tax return Zip 17257 Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland Law Journal, advertisement of estate Sollenberger Messenger Service, transfer of title to automobile Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) AMOUNT 5,817.50 11.66 945.00 3,500.00 3,500.00 266.00 15.00 75.00 32.00 175.00 14,336.26 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRITT, Harold D ScheduleH FILE NUMBER 21 - 03 - 00915 McNeils Locksmith, rekey locks at home News Chronicle, advertisement of letters 90.00 85.00 Page 2 of Schedule H - REV-IS13. EX+ (9-00) ,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TRITT, Harold D SCHEDULE J BENEFICIARIES FILE NUMBER 21 - 03 - 00915 NUMBER 2 He NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Rosemaxy Tritt 25 Newville Road Shippensburg PA 17257 Ronald L Tritt 77 Farm Road Newville PA 17241 Michael D Tritt 1 Forestry Road Shippensburg PA 17257 RELATIONSHIP TO DECEDENT [~ Nat U~ T,' ' -:~.t 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 3. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS AMOUNT OR SHARE OF ESTATE residence and residue of estate 79,852.50 79,852.50 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET BUREAU OF ZNDZVZDUAL TAXES /NHERZTANCE TAX DTV/SZON DEPT. 280601 HARRTSBURG, PA 17128-0601 COHNONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSHENT OF TAX R,~c._':: ' - *O4 FOREST N MYERS F N HYERS LAW OFFICES~ 1:57 PARK PLACE WEST L'-~ - SHIPPENSBURG PA i'¢~? DATE ESTATE OF DATE OF DEATH FZLE NUHBER COUNTY ACN REV-lSd7 EX *~FP (01-05) 05-15-2004 TRITT HAROLD D 10-26-2005 21 05-0915 CUHBERLAND 101 Amount Rom/fred MAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LINE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF TRTTT HAROLD D FZLE NO. 21 03-0915 ACN 101 DATE TAX RETURN HAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED 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 Zntarest (Schodulo C) ($) ~. Hortgagas/Notes Receivable (Schedule D} (~) 5. Cash/Bank Doposits/Nisc. Personal Property (Schedule E) (5) 6. Jo/ntly Owned Proporty (Schodula F) (6) 7. Transfers (Schedule G) (7) 8. Total Assa*s APPROVED DEDUCTIONS AND EXENPTZONS: 9. Funeral Exponsos/Adm. Costs/H/sc. Expenses (Schedule H) (9) 10. Dabts/Hortgage L/ab/1/tles/Lions (Schedule Z) (10) 11. Total Daduct/ons 12. Nat Value of Tax Return 85,,000.00 .00 .0O .00 $5/874.89 1591705.00 .00 (8) 14,556.26 .00 NOTE: To insure proper credit to your account, subm/t the upper port/on of this form w/th your tax payment. 15. NOTE: 278,579.89 (11) 1~.336.26 (12) 264,243.65 .00 264,245.63 Charitable/Govarnaental Bequests; Non-olec~ad 9115 Trusts (Schedule J) (15) Net Value of Estate Sub,oct to Tax (1~) If an assessment was issued previously, lines 14, 15 and/or 16, 17, re~lect ~igures that include the total ot: ALL returns assessed to date. 18 and 19 w111 ASSESSNENT OF TAX: 15. Amount of L/ne 1~ at Spousal rate 16. Aaount of L/ne 1~ taxable at L/neal/Class A rate 17. Amount of Line 1~ at S/bling rata 18. Amount of L/ne lq taxable at Collateral/Class B rate 19. Pr/nc/pal Tax Due TAX CREDZTS: PAYMENT RECE/PT DISCOUNT (+) DATE NUMBER ZNTEREST/PEN PAZD (-) 01-22-2004 CD005469 559.55 (1.5) 104,538.65 X O0 = .00 (16) 159,705.00 X 045 = 7,187.00 (17) . O0 x 12 = . O0 (lB) . O0 x 15 = .00 (19)= 7,187.00 AMOUNT PAZD 6,828. O0 7,187.55 .35CR TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE IF PAZD AFTER DATE IND/CATED, SEE REVERSE FOR CALCULAT/ON OF ADDITIONAL INTEREST. .00 .35CR ( 'rF TOTAL DUE TS LESS THAN $1, NO PAYNENT TS REI~U'rRED. TF TOTAL DUE TS REFLECTED AS A 'CRED'rT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORN FOR TNSTRUCT'rONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on ar before December 1Z) 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collataral) beneficiaries of the decedent after tha expiration of any estate for life or for yaars, the Commonmsalth hereby expressly reserves the right to appraise and assess transfer Inharitancs Taxes at the lawful Class B (collateral) rate en any such futura intarast. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act ZS of ZOO0. (TZ P.S. Section 91q0). Detach the top portion of this Notice end submit aith your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax cradit) ahich ams not requested on the Tax Raturn, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available at tho Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special lq-hour answering service for forms ordering: 1-800-S6Z-Z050; services for taxpayers with special hearing and / or spaaking needs: l-BO0-qq7-SOZO (TT only). Any party in interast nat satisfied with the appraisement) allowanca, or disallowance of deductions, or assessment of tax (including discount or intarast) as shown on this Notice must object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appalls, Dept. 2810Z1, Harrisburg, PA 17128-10Z1, 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, Dept. Z80601, Harrisburg) PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inharitanca Tax Return for a Resident Decadent" (REV-1501) for an explanation of adsinistrativaly correctable errors. If any tax dua is paid within three (3) calendar months after the decsdsnt's death) a five percent (SZ) discount of fha tax paid is allowad. The 15Z tax amnesty nan-participation penalty is computed on the total of the tax and interest assessed) and not paid bafora January 18, 1996, the first day after the end of the tax amnesty pariod. This non-participation penalty is appealable in the same manner and in tha the same time period as you mould appeal the tax and interest that has been assessed as indicatad on this nctica. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day fram the date of daath) to the date of payment. Taxes ehich became daIinquent before January 1, 198Z bear interest at tho rate of six (6Z) percent par annum calculated at a daily rate of .000164. All taxes ehich became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tho applicable interest rates for 198Z through ZOO4 ars: Intarest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .0005q8 ~'~)'~'8-1991 llZ .OOOSO1 ~ 9Z .OOOZq7 1983 16Z .O00qS8 1992 9Z .O00Z~7 200Z 6Z .00016~ 198~ llZ .O00SO1 1993-199q 7Z .O0019Z ZOOS 5Z .OOO1S7 1985 1SI ,000356 1995-1998 9Z .O00Z~7 ZOOq ~Z .000110 1986 lOZ .OOOZ7q 1999 72 .000192 1987 lOZ .O00Z7q ZOO0 72 .O00lgZ --Interest is calculated as follows: [NTEREST= 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 (15) days beyond tha date of the assessment. If payment is made after the interest computation date shown an the Notice, additional interest must ba calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 MYERS FOREST N ESQ 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 RE: Estate of TRITT HAROLD D File Number: 2003-00915 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/26/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, 11' ,'", .1/1, ,Y '~~ ~4:... (\.m~J ~ GLENDA FARNE~ STRA. UGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \-tr N arnc \A..~\\ ,. ~I,;...~~:._...__~~__.._~.",_.,,, oc..-n:.'~ ?... - '2.elc::l ':!. o'oW'__.~<..,,'.." _.........,.,....."..,___..",..",.,.~,..,._~""'.~~""""____..~..w....,_,.'__~"",.....,,,.=,, Estate No.:~,~_~ - ~~!s: Pursuant to Rule 6.12 of the \\'1 th to the 1 1 , whether ~ estate -is '1 .... answer is No, state when the \vill be 3. If the ans\ver to No. J 1S state ii. b. The c, 1:; state an account to c ~ ~ ~d-- Date: ~-1.'- oS Le..' C~) i~t-_ ~~ ~~.) c.......J S:gnamre ~"C' t--4."'C~ Name c:.....~ \~, ~II::.. ~~ "'-oCiT _~_~"~p~,,,~~~'" P4 \"'~:!..~,.._ 0''''1 ."'~_ 1 ,~ .-....1 J~:J 'E..:!'..~: ~_~_"____..._. <:,-- \.-