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05-16-12 (2)
1505607121 .r REV-1500 EX'(06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 1 1 0 9 5 0 Hartisbum PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 4 1 2 2 0 6 4 0 8 2 9 2 0 1 1 0 6 2 8 1 9 2 2 Decedent's Last Name T r i t t Suffix Decedent's First Name Wi I l i a m (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI W MI 0 1. Original Return ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-12-62) 0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust B. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTVIL TAX INFORMATt6~l SHOULD BE~ItECTED T0: Name Daytime TelephVymber ~-s ~-~ F S W h u i r e E s d -'7 r r "~ 7 1 7 1,x.3 0;~ 2 c$ ay n e a q e ~- ~ ~ Firm Name (If Applicable) ~ r REGISTE R1MLt5 USEY'011LY - ~-j J~ ~ ' CSC.. ,-, '~i -_ First line of address I G ~~ - ~ . - ^~ -r x'~ 53 West Po mf r et St r eat ~ ~~ ~ T7 Second line of address I City or Post Office State ZIP Code L_ .__ _.. _DATE FILED Car l i s t e P A 1 7 0 1 3 correepondent's a-mail address: waynefshade(c~comcast.net Jnder penalties of perjury, I declare that I have examined this return, including aaompanyirg schedules and statements, and to the bassi of my knowledge and belief, t is bve, correct and complete. Declaration of preparer other than the personal representative b based on all information of which pleparer has any knowledge. SIGNATURE 09 PERSON RESPONSIBLE FOR FILING RETURN 6 1 / ~ /1 1.L DATE ADDRESS 53 West Pomfret Street Carlisle PA 17013 SIGNbTURE OF PREPARFA-93HER THAN REPRESENTATIVE ~D~TE 53 West Pomfret Street Carlisle PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J J 1505607221 REV-1500 F>t DecK:dent's Social Security Number 1 8 4 1 2 2 0 6 4 Deoedenrs Name: WI~~IBnI W. T~1tt RECAPITULATION 1357 5 9.1 6 1. Real estate (Schedule A) ...................................... ~ . . 987 9 6.4 0 2. Stocks and Bonds (Schedule B) ~~~~~~~~~~~~~~~~~~~~~~~"~""" '~ 2. 3. Closely Held Coryoration, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ' ~ ' ' 4' 1 4 3 7 • 3. 5 6 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... . ~ . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. • 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property ~ Separate Bifling Requested .... G ... 7. • ) (Schedule 2489 2 9.1 2 S. Total Gross Assets (total Lines t-7) ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ' ' ' ' ' ' ' ' ' 6' 2 5 9 2 0.6 9 9. Funeral Expenses & Administrative Costs (Schedule H) ............. 9 .. . 2 8 3.7 2 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......... 10 to. .. . . 262 0 4.4 1 Total Dedudions (total Lines9&10) ~~~~~~~~~~~~~~~~~~~~~~~ it ~~ "" . t z. 2 2 2 7 2 4. 7 1 12. Net Value of Estate (Line 8 minus Line 11) ...................... .. . 13. Charitable and Gow;mmental Bequests/Sec 9113 Trusts for which 13 • ax o on an eled 14. NM Value SubJed to Tax (Line 12 minus Line 13) ~ ~ ~ ~ ~ ~ ~ ~ . 14 222724, 7 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 Q 0 0 15. Q' 0 0 (a)(1.2) X.0 _ 16. Amount of Line 14 taxable 2 2 2 7 2 4 7 1 t6 1 0 0 2 2. 6 1 at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 t7. 0 • 0 0 at sibling rate X .12 0 0 0 18. Amount of Line 14 taxable 0 0 0 t 6 • at collateral rate X .75 t i t has not been made (Schedule J) ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 1 0 0 2 2.6 1 19. Tax Due ................................................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 1505607221 1505607221 J REV-1500 EX Page 3 r1.......1....Ne /`nronln•C Dl~ft ~P_44_ File Number 21 11 0950 W1111a1T1 W. TI1tt __... _- -.. _. __. - __ -STREET ADDRESS 24 North Old Stone House Road ___ _ __ __ __. __... __.. -- ---- -~ STATE CITY PA Cazlisle 21P 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 8,800.00 C. Discount 463.14 3. InteresVPenalty if applicable D. Interest E. Penalty (1) 10,022.61 TotalCredits(A+g+C) (z) 9,263.14 Total InteresVPenalty (D +E ) 4. If Line 2 is greater than Line 1 +Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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. B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (3) 0.00 (a) 0.00 (5) 759.47 (5A) (58) 759.47 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 transfened : ................................................................ i i ...... X ncome : ......................... ts b. retain the right to designate who shall use the properly transferred or ...... 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? ................................................................................. d h? " ...... ^ ... eat or payable upon death bank account or security at his or her 3. Did decedent own an "in trust for ...... Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 4 . 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 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 [/2 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 fling a tax return are still applicable even if the surviving spouse is the only beneficiary. Far dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-0ne 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 zero (0) percent [72 P.S. §9116(a)(1.2)]. The lax 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)]. 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. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blocd or adoption. REV-1502 EX + (g-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN ESTATE OF FILE NUMBER William W. Tritt 21 11 0950 All real property owned solely or as a tenant in common must be reported at hlr market value. Fair market value b deNned as the pace at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. et procee s o sa e o ouse an of o group situate at o tone .1 House Road, Carlisle,PA, and more particulazly bounded and described in Cumberland County Deed Book "C", Volume 20, Page 559, pazcel # 38-23-0581-019 TOTAL (Also enter on line 1 Recapitulation) ~ 5 135 759 16 (If more space is needed, insert addiM1Onal sheets of the same size) OMB Approval f4o. 2502-0285 dd~,4i A. Settlement Statement (HUD-1) i•5R6•': e. T ~ 1.0 FW1 2.17 RHS 3.O Conv. Unina 8. F9e Number. 7. Loan Number. 8. Mortgage Insurance Case Number: 17 VA 5.®Conv. In9 Shade-Trio 542647 4 . No4e: This form b famished to give you a statement of adaral aeNlemeM coats. Amounts paid to and by the settlement a9ant are shown. Items marked C . ' .o.c. -were b outside the doss • the ere shown trere for intormatlonal u arM are not fnduded in the tdab. D. Name 6 Address d eonower. E. Name 6 Address of Seller. F. Name 6 Address of Lender. Members 1st Federal Czedit Union David E. Tritt -Estate of William Wayne Tri[t ~24 North Old Stonehouse Road 5000 Louise Drive Debra Joy Tritt 24 North Old Stonehouse Road Carlisle, PA 17015 Mechanicsburg, PA 17055 Carlisle, PA 17015 G. Property Locetbn: H. Settlement Agent: TIN: 24 North Old Stonehouse Road Wayne F. Shade Silver Spring Township 53 West Pomfret Street Phone: (717) 243-0220 Carlisle, PA 17015 Carlisle, PA 17013 Lot: Place of $ottbment: I. S4NIIemeM Dete: 4/19/2012 53 West Pomfret Street Block: Carlisle, PA 17013 Funding Date: 4/19/2012 K Sum Sellefs Tra lb D r .Gross Due To Se 701 137 000.00 407. bs 1 7 000.00 102. al .Personal 103. Setlbmant she l0lgrtower Pura 7 2 452.50 403. 104. 404. 105. 405. antler in advance ~ 108. Mown taNes: 408. C taxes: !o to 107. Cou taxes: 4/19/2012-12/31/2012 337.92 407. ta%as:4 19 2012-12 31/2012 337.92 to W 105. AttsessmeMs: 408. Assessments: to to 109. 409. 110. School Tax 4/19/2012-6 30/2012 279.36 410. School Tax 4/19 2012-6 30 2012 279.36 111. 41 t. 112. 412. 1 . G Am D roM 190 064.78 . G Am 137 612.28 r n tN r 1 D 201 oreamestmo 202. I n 32 000.00 502. kr fine 1 1 853.12 3. ban 204. 604. Pa of tlret m ban 205. 505. Pa of second m ban 208. 508. 207. 507. 205. 508. 209. 509. for W i ter 210. C' fazes: 570. C Aawn taxes: b to 271. Cou fazes: 511. Coun taxes: ro ro 212. Assessments: 512. Assessments: to to 273. 573. 274. 514. 215. 515. 216. 518. 217. 517. 218. 578. 219. 579. 2 otalP Id /FOr tlorrovver 32,000.00 20. ou D tar 1853.12 307. Gross Amount due from irra 120 140 064.78 1 ouM due to sever tlne 420 137 612.28 302. Less mounts b r 220 32 000.00 ass u ions in e M Ibr line 520 1 853.12 303. Cash ®From ^ To t9orrower 10a 069.75 60.1. ash ®To From Seller 135 759.16 The Publk Reporthp suntan br arb oogearon d mtomxNon b eeamamtl at 38 mlmdea per spa. sae br mllectinp, reviewing. ana n:portlng nee dam. Thh agenq may na Idled Bds In4xmatlon, and you. are not repaired to oomplem this forth, uNeas a dbpmya a wrtenaY valid dJ18 oontral numeer. No confMenmxily b assured; fhb tlbdosure b mendetay. Thb m ere obsolete. Pace 1 ot3 i L.•Settlement Char es File Number Shade-Trio Loan Number SS2o47 700. Total Real Estate Broker Fees paid From Borrower's Paid From Seller's ' Division of Commission line 700 as follows: t F d Funds at 701. S to un s a t ttl S Settlement ' 702. s to 703. Commission aitl al settlement emen e 704. 800. Items Pa able In Connection With Loan 801. Our on ination char e 5 from GFE #1 802. Your credit or char a oints for the s ecific i terest rate chosen S from GFE #2 803. YOUr ad~usted or' ination char eS Members 1st Federal Credit Unior: from GFEA 804. A sisal fee to Members 1st FCU from GFE #3 805. Credit re ort to from GFE #3 806. Tax service to from GFE #3 807. Flood certification from GFE #3 808. 150.00 809. 810. 811. 900. Items Re wired 8 LerMer To Be Paid In Advanee 901. Dail interest eha es from 9!19/2012 to 5/1/2012 @ 5 /da from GFE#10 902. Mort a e insurance remium for G months to from GFE #3 903. Homeowner's insurance for 0 years to From GFE #11 904, 905. 1000. Reserves De osited With Lender 1001. Initial de osit for our escrow account from GFE #9 1002. Homeowner's insurance months @ er mo S 1003. Mon a e insurance months @ er mo S 1004. Pro rt taxes months @ er mo 5 1005. months @ oer mo S 1006. months @ er mo S 1007. A r ate Ad~ustment 50.00 1100. Title Char es - 1101. Title services and lenders title insurance from GFE: #4 581.50 1102. Settlement or closin fee Wayne F. Shade, Esauize 5450.00 1703.Owner's title insurance Commonwealth Land Title Insurance Com an from GFE#5 1104. Lenders title insurance Commonwealth Land Title insurance Comoan 5131-SD 1105. Lender s Idle olic limit 5 1106. Owners title oli limit 5 1107. A ent's rtion of the total insurance remium 5 1108. Underwriters rtion of the total insurance remium 5 1109. Endorsements 100, 300, 8.1 to Commonwealth Land Title 150.00 1110. Closin Service Letter to Commonwealth Land Title 75.00 1111. 1200. Government Recordin and Transfer Char es 1201. Govemment recordin char es from GFF #7 126.00 1202. Deed S62.00 Mort a e 56:.00 Release 5 1203. Transfer taxes from GFE #8 1, 370.00 1204. Cit (Count tax/stam s: Deed 5 Mort a e S1, 370.00 1205. State taz/stam s: Deed S1 370.00 Mort a e 5 1, 370.00 1206. 5 1207. S 1300. Additional Settlement Cha es 1301. Re wired services that ou can sho for from GFE #6 1302.?012 County real estate ta::es to Debra Basehore Wiest 483.12 1303. 1304. 1305. 1306. 1307. 1308. 1400. Total Settlement Char es enter on lines 101, Section Jand 502, Section K) 2, 452.50 1, 853.1? I nave careNlly reviewed the HUD-i Sealemen[ Statement and to the best of my knowledge aM belief. it is a true and accurate Statement of all receipts and tlisbursemenis made an my amoun r by me in this transadio I NMer nity that I nave received a wpy of Ne MUD-1 Settlement Statement. 'a ,ad E. r"_.t BuyerlBOrrower ~ Estate o: [•7i 11 lam rlayne Tritt Selle - ~ Buyer/Borrower Selle This Senlement State e t hi h I've prepared 5 a true and accurate account or this kansaction. I've Wused or will cause the runtl5 to be disbursed in apCprtlanrR wdh Nis statement. /%ts{/~ ~~ J 4/19/''-O1^ . -. S ade Settlement Adent Date are Cbmparlson of Good Falth Estimate (GEE) and HUD-~ Char es Charges That Cannot Increase HUD-1 line Number _ Our origination charge #801 __.__._ cific rate chosen e Your credit or char a (points) for the sp #802 _ _ Your adjustetl origination char es #803 Transfer taxes #7203 ~Cha '?hatin Totai Cannotlncreasis More Than i0°k. Government recording charges _ ~ #1201 Appraisal fee #804 .Total - -Incraase..tiefweanGFEandHUD-tCharges ChargeaThatCartChange Initial deposit for our escrow account #1001 Dail interest char es #901 Homeowners insurance #903 Good Faith EsOmate HU0.'1 0.00 - O.OD ~.,0~ ~ 0.00 o.nc. o.oo r,37e.ro _,370.00 GoodFaiUfEstlmSte ~ HUD•1. 120.00 ~ 126.00 SSC.OG j k5C.00 ) 7.7 b. G0 27b. GO G.00 er 0.00§ Good"FaiU7EeUmate HUD-t 0.00 0.00 0.00 0.00 _ 0.00 0.00 Your initial loan amount is S3', 000.00 Your loan term is i g Years Your initial interest rate is 4 . ? 5% Your initial monthy amount owetl for principal, interest, and S?E4.7J includes i any mortgage insurance is ©Principal ~ Interest ^ Mortgage Insurance Can your interest rate rise? ©No. ~ Yes, it can rise to a maximum of %. The first change will be I on end can change again every aker . Every change dale, your interest rate can increase or decrease '~.. by %. Over the life of the loan, your interest rate is guaranteed to never be lower than % or higher than °/ . Even if you make payments on time, can your loan balance rise? ©No. ~ Yes, it can rise to a maximum of 5 Even if you make payments on time, can your monthly Ox No. u Yes. the first increase can be on and the monthly amount amount owed for principal, interest, and mortgage insurance rise? owed can rise to S The maximum it can evernse to is 5 . Does your loan have a prepayment penally? O No. ^ Yes. your maximum prepayment penalty is 5 . Dces your loan have a balloon payment? O No. ~ Yes, you have a balloon payment of 5 due in I Years on i Total monthly amount owetl including escrow account payments O You do not have a monthly escrow payment for items. such as property i razes and homeowner's insurance. You must pay these items directly yourself. ^ You have an atlditional monthly escrow payment of S that results in a total initial monthly amount owed of S ,This includes principal, interest, any mortgage insurance and any items checked below: ^ Property fazes ^ Homeowner's insurance ^ Flood Insurance G O Nola: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please conlad your lender. d 20094011 Easy Soh Previous etlitions are obsolete. Page 3 of 3 HUD-1 REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER William W. Tritt 21 11 0950 All properly jolntlyowned with dght of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE TOTAL (Also enter on line 2, Recapitulation) ~ S (If more space is needed, insert additional sheets of the same size) September 15, 2011 DAVID RAYMOND LYON STE 106 4909 LOUISE DR MECHANICSBURG, PA 17055-6900 Dear DAVID RAYMOND LYON: We have received notification of WILLIAM W TRITT's death. The deceaseA's name appears on the following accounts. Account values as of 08/29/2011 are listed below. At the end of this letter, you will find a list of beneficiaries shown in our initial review of the accounts Account Information LTC Premium Return Account Number Ownership 91004990285 1 004 Individual Ameriprise ONE Financial Accouut Account Number Ownership 00052295292 8 021 Individual - TOD LTC Premium Return Account Number Premium Refund 910049902851004 $358.14 Ameriprise ONE Financial Account Account Number Total Value 00052295292 8 021 $98,796.40 Acd Name:Ameriprise ONE Financial Account, WILLIAM WAYNE TRITT TOD Acct Na:00052295292 021 CASH OPP ROCHESiR NAIL MUNI - A ORNAX HIGH-YIELD O~ENtlE1MQt FOfED INCOME FlINU3 Acct Type: Non-Du allied 14,941;06 7.00 14,941.08 7247.65 6.85 03,855.32 Acmmt TolaL 590.790.40 The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product Please note that the values indicated for any Life Insurance products with the insured deceased reflect the gross death benefit at date of death and not the cash value. Values indicated for Life Insurance products with only the owner deceased reflect the cash value as of the date. of death. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used [o provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial provides these values as a service to its clients. Actual values used in prepazation of [ax returns or for planning purposes should be verified by your legal and accounting advisors. Account Disposition Account disposition is based on how an account is owned (the ownership type). The following information will help you understand the process that will be used to settle the accounts. Accountsa may be subject to market fluctuation as governed by each product. Disposition for Individual ownership Upon the death of the owner/insured, all premiums paid after the date of death will be refunded [o the estate. Disposition for Individual - TOD ownership Upon the death of the owner, all accounts registered as individual-transfer on death pass to the named beneficiaries. Although the assets do not become part of the estate for distribution, we understand they should be included for inheritance and/or estate tax purposes. h the brokerage account holds limited partnership or REIT investments the general partners must be contacted directly by the beneficiaries for the transfer of ownership instructions and paperwork. Required Documents In order to take appropriate steps to settle the accounts we will need these documents Certified Death Certificate (For account: 00052295292 8 021) The death certificate must be an original document that bears certification from the health department or local registrar and includes the cause of death. Estate Settlement Form (3248) (For account: 00052295292 8 021) To process a settlement on a Brokerage account, each claimant must complete an Estate Settlement Form (Form 3248). This form includes separate sections for qualified and non-qualified accounts as well as sections at the end of the form to be signed and dated by all new account holders for all accounts. The account level suitability information requested on the form is required if you intend to retain the investments you receive through [his process. If suitability information is incomplete we will not delay settlement, however, activity allowed on any accounts created through settlement will be limited to liquidation only. We will not contact you to complete the suitability information. Instructions for completion of the Estate Settlement Form are available as Form 3248-INST. Both forms are available through an Ameriprise Financial Advisor or online at http://www.ameriprise.com/ampJglobal/customer-service/account-service.asp under [he list heading "Estate Settlement". An Obituary or Statement listing all children of the decedent (For account: 00052295292 8 021) Because the beneficiary designation is living lawful children or children per stirpes, we require either an obituary or a statement signed by either the advisor or an adult child, listing all children of ttre decedent (both living and deceased). If a child is deceased, we require a certified copy of his or her death certificate. In addition to [his, other requirements may be needed. Additional Account Features Form 15028 version AD (Ol/10) -Important Notice for ONE Financial Accounts and SPS Advantage Accounts with ONE Features -Potential Loss of Features (For account: 00052295292 8 021) ONE Financial Account features include the following: Check Writing, ATM Cazd, Credit Card, On-Line Bill Payment, Over Draft Protection, High-Yield Savings. The estate settlement process may impact the availability of the features associated with a deceased client's Ameriprise ONE Financial Account or SPS Advantage Account with ONE features. The account features will still be accessible to a surviving joint owner or trustee(s), currently listed on the account, until we have received all requirements to complete settlement. To ensure the continuation of features for the new account registration please submit a completed Additional Account Features Form 15028, as well as a signed and completed W-9 for any new fiduciary that will be on the new account registration. If these forms have not been received in our office at the fime of settlement, features may be removed during the settlement process. Please contact our office at 1-800-862-7919, Option 2 ask for Estate Settlements. In order to be compliant with fair claims practices of many states we will be immediately corresponding with the beneficiaries listed for any Life and Annuity accounts held by the deceased client. Similarly we will be corresponding with the beneficiaries or claimants of all accounts held by the decedent within a minimum of six months of the date of this letter. Please contact us if you wish to see a copy of these correspondences. We also request any information you may have that may facilitate our efforts to contact other beneficiaries on the accounts involving the deceased. In an effort to improve our process, we invite you to share your feedback with us by sending a Lotus Note to: Life Events Mailbox. If you have questions about this letter or need assistance determining next steps, please call 1-(800)-297-6663 and say Death Settlements to be connected with an operator. Ask to be connected to the Estate Settlements Team. You will be connected to one of the knowledgeable Life Events Customer Service Professionals who will be ready to assist you through this process. More information regarding the Estate Settlement process is available on the Ameriprise.com website. To view the "Estate Settlement Frequently Asked Questions" page on the website, type "Estate Settlement FAQs" in the search field on the website homepage, press the "Enter" key and select the first item on the "GLOBAL" list. Sincerely, Death Settlements Processing Team Ameriprise Financial Center Minneapolis, MN 55474 Death Settlements Processing Team: 800-297-6663, PIN, say Death Settlements Life Insurance Claims: 800-297663, PIN, say Life Claims Attachment Beneficiary Information Beneficiary Information We have [he following beneficiaries on record for the deceased's accounts. Account Number: 00052295292 8 021 Designation: PRIMARY BENEFICIARY LIVING, LAWFUL CHILDREN IN EQUAL SHARES 100.00% IF A CHILD IS DECEASED, HIS OR HER SHARE TO BE PAID TO HIS OR HER LIVING, LAWFUL CHILDREN B1 EQUAL SHARES REV-1508 EX + (e-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 11 0950 Include the proceeds of lifgation and the date the proceeds were received by the estate. All property jointly-owned with right of surv'rvorshlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~, as 2. Church of God Home, refund of nursing home deposit 1,000.00 3. Commonwealth of Pennsylvania, pension 1,155.43 4. Commonwealth of Pennsylvania, property tax rebate 250.00 5. American Enterprise Investment Services, Inc., investment 450.00 6. The Sentinel, unused subscription 91.23 7. M&T Bank, account # 3740926476 364.0 i 8. RiverSource Life Insurance Company, policy # 9100-4990285 death benefit 358.14 9. U.S. Steel, pension 81.1E 10. UGI HVAC Services, Inc., service plan refund 199.0( 11. Connect America, medical alert system refund 29.9` 12. AAA Central Penn, membership refund 50.0( 13. AAA Mid-Atlantic Insurance Group, premium refund 70.4: 14. AARP Health, health insurance premium refund 14.6' 15. AmeriChoice, checking account # 33296 245.1! 16. AmeriChoice, savings account # 33296 957.11 TOTAL (Also enter on line 5, Recapitulation) ~ 5 space is needed, insert addi4onal sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent William W. Tritt Decedent's Name Schedule E -Cash, Bank Deposits, 8 Misc. Personal Property 21 11 0950 File Number ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Amen otce, savings account interest 18. Hoffman-Roth Funeral Home & Crematory, Inc., refund on overpayment of 100.00 funeral expenses 19. The Patriot-News, unused subscription 97.75 20. Weider History Group, magazine subscription refund 20.79 21. Verizon, telephone service refund 14.82 22. David E. Tritt, purchase of household contents 100.00 23. Carol A. Tritt, purchase of household contents 145.00 24. Rowe's Auction Service, proceeds of sale of household contents 2,666.63 25. AMA Insurance, AAA membership refund 27.61 26. William H. Wessels Used Cars, Inc., proceeds of sale of 2004 Chevrolet Blazer 5,000.00 27. UGI Utilities, Inc., refund of gas service 26.64 28. Randall W. Tritt, purchase of lawn mower 350.00 29. Nationwide Insurance, refund of unused automobile insurance premium 37.25 30. Nationwide Insurance, refund of unused homeowners insurance premium 105.50 31. United States Treasury, 2011 income tax refund 319.00 SUBTOTAL SCHEDULE E 9,011.19 GRAND TOTALSCHEDULEE S 14,373.56 a~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Wayne F Shade 53 West Pomfret Street Carlisle, PA 17013 Re: Estate of William Wayne Tritt Social Security: 184-12-2064 Date of Death: Aueust 29, 2011 Phone 888-502-4349 F ax (302) 934-2955 September 20, 201 I Dear Sir or Madam: Per your inquiry on September 7, 2011, 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 Checking Account Account Number 3740926476 Ownership (Names ofj W Wayne Tritt Opening Date 09/07199 Balance on Date of Death $364.07 Accrued /merest $ 00 Total $364.07 For any additional information on the above accounts, including ownership and any changes, dosures and/or reimbursement o[ funds, please ®II the Carlisle Pike OQice at #717.7951710. We were unable to locate any sate deposit boa for the above-mentioned decedent This letter does not 3ndude any aocasnts in wbich the deceased may hevx been listed as Power of Attorney, CLstodian of Uniform Tsand'ers, Representative Payee, or Trustee under a Wdtfa~ Ag~eenwnt Sincerely, Tammy Spencer Adjustment Services AmeriChoice FEDERAL C R E D I T U N I O N Building Relationships For Life October 12, 2011 Wayne F Shade Attorney At Law 53 West Pomfret Street Carlisle, PA 17013 Re: Estate of William Wayne Tritt Attorney Shade, The decedent had one member number 33296 titled W. Wayne Tritt. Account 33296 includes a Regular Savings (suffix O1) -opened 6/14/2001, and a Checking (suffix 11) -opened 6/14/2001. There were no joint owners on this account. Date of death balances were as follows: Savings - $957.10 $.O1 in dividends posted 7/31/2011 Checking - $245.19 No dividends accrued from beginning of 2011 All accrued dividends have been posted to the sub-shares. Current balances are reflected on the attached September statement. Mr. Tritt did not have a safe deposit box with the Credit Union. Please feel free to contact me directly with any questions you may have. Sincerely, Bonnie R. Seagraves 4 Operations Specialist Phone (717) 591-1282 Fax (717)697-3713 Email bsea rg avesCa~arnerichoice.org Main Office: 2175 Bumble Bee Hollow Road • Mechanicsburg, PA 17055 • Phone: (717) 697-3474 • Fax: p17) 697-371: Website: www.amerlcholceorg EQUtl OPDOnunly ~EiaoEa LENDER ~~~ CRIiUfC UNIONS' C~ ,A• L ~- '~%~ ROWE'S AUCTION SERVICE (RH 79L) 2505 Ritner Highway Carlisle, PA 17015 Bill Rowe (AU 1538L) 249-1978 215-1044 574-1008. Dave Rowe (AU 2295L) Auction Is Action C¢ll "Rowe" For Satisf¢ction SELLERS NAME'Fi.S/"i c„Lr~t.,.il,~- /~~2~.,~} -rA.~-cT DATE~-7~~a~~'t-cV ADDRESS ~,! a .~~+ ,¢ .S ~-,e-+ag ~~~•~~w'~PHONE ~,S'-$ -~F t'1 6 OTHER AUCTIONEER % ~_ /Q `W Nd ,vs j Q Vu AUCTION DATE/LOCATION R~ ~-as-1 T n- /3 <%hI~K-~~ DESCRIPTION OF MERCHANDISE '~~~''"""` `~' w,t+F ~~~ ~[V nl.C .1 r .i .c e. ~~~`.~ 7iA.citn.< P+~-.CAS ~.T~.,ic 6S .-. //-~L.T tt•.AJ~-S. ~a~/su.5 ~~_S~G/~ Ku~rjc /~,ud~.lLS - /3~wi Aazv._ 5 PiT - ws..v.~-~ .. ,l.tia~l PJS+1 /tyoti.. fir.., -c4 ~R - S ~-,-6 '~ Piz~s-`• F ~ a, w.7,~,c `fem.-...-...~ ,tw.. .-n . ~ t.~ _ u.,~s 7hA4A.~~~.s~,~ -cs7A~lL 5cc~n-/S ,02- ~-,o+A.IL C!,tF~~T -C..a.~rrf,~.a~ -~ss~~g ~a wwo -L'.a4,he.._,e.-' -~ ~ eLt7 - ~C~7 T,r~~.clC. -. ~..,t ib,M-..-, 'u~3~i ~, ~.~~.9~+'~ ~~~ ac 1i~,~ .n..»~ -,P y>~~a.~ ~,~ aa„ . ~ ~~~ Tom, - 5 ~nS u.J~B(4 S-vtiti.f~ .c..l.n.yti S ds`r c./l.a-wS ~-i:- cu.z.a.._.cx. - ~ u c,._ 'l' I:~iLSUS~..c. a. ~'~ :a ~.ca~ Js,~~,, it_ ,,tx.... c"a,4p A»s,M ~ ~~ !-+~.n.1 6~ ~ ~O ~Ei'v~ I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agr to hold harmless the Auctioneers against any claims of the nature referred to in this agreement. e AUCTION SIG ATURE SELLERS SIGNATURE Total Sales (Clerking Tickets Attached) $ ~ -- s 2 . S`~ Less Sale Expense: 35 % Commission Auctioneer $ (. ~ ~ ~ ' o ~ % Commission Clerks OTHER: IJ~a~er ~> 6 ~ ' ° z' TOTAL SALE EXPENSE DEDUCTED $ ! .S 3 S : ~ry c.. 3 SELLERS NET $ ~. ~ ~~ REV-1511 EX+(10-06) COMMONWEALTH OF PENNSYLVANU+ INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ' "` """""' William W. Tritt 21 11 0950 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~, Hoffman-Roth Funeral Home, funeral service 2. First Church of the Brethren, minister honorarium 3. First Church of the Brethren, funeral food 4. Nancy Stuck, organist honorazium 5. Carlisle Memorial Service, Inc., tombstone engraving g. ~ ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address Ciry Year(s) Commission Paid: State p I Attorney Feea Wayne F. Shade, Esquire 3. Family Exemptbn: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State a. ~ Probate Fees Register of Wills of Cumberland County Zip Zip Acceuntanre Fees K.J. Plantholt, preparation of 2011 income tax returns 5. 6. ~ Tax Return Prepa2fs Fees 7. Cumberland Law Journal, advertise Letters Testamentary 8. United States Post Office, postage to return medical alert device 9. Rob Nester, air conditioner repairs 10. Penn Waste, Inc., trash removal 11. PPL, electric service 12. Diversified Appraisal Services, real estate appraisal 13. The State Employees' Retirement System, refund of pension overpayment 14. Eagle-Glenn Power Equipment, mower repairs 15. UGI, gas service 16. Verizon, telephone service 17. Sheetz, gasoline for mower 18. Keller Bros. Inc., automobile inspection 11,007.71 100.00 320.00 35.00 215.00 10,000.00 327.50 75.00 75.00 14.45 80.00 44.35 91.24 350.00 38.51 243.86 123.00 41.33 11.25 63.60 TOTAL (Also enter on line 9, Recapitulation) 15 (If more space is needed, insen additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent William W. Tritt 21 11 0950 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses 8 Administrative Costs - 67. ITEM NUMBER DESCRIPTION AMOUNT 19. PPL, electric service 100.32 20. The Sentinel, advertise Letters Testamentary 242.64 21. Rutter's Farm Store, gasoline for mower 18.11 22. UGI, gas service 123.00 23. Verizon, telephone service 48.40 24. Commonwealth of Pennsylvania, automobile registration renewal 36.00 25. PPL, electric service 6g,g7 26. Verizon, telephone service 37.44 27. UGI, gas service 123.00 28. Christopher Garman, electrical work 191.37 29. Penn Waste, Inc., trash removal 44.35 30. PPL, electric service 75.04 31. Keller Bros. Inc., vehicle battery 157.89 32. UGI, gas service 86.00 33. Rob Nester, repairs to heating system 144.94 34. Nationwide Insurance, homeowners insurance 204.50 35. Nationwide Insurance, automobile insurance 207.75 36. PPL, electric service 40.98 37. UGI, gas service 86.00 38. R.F. Fager Company, plumbing supplies 44.82 39. PPL. electric service 31.47 40. UGI, gas service 86.00 41. Register of Wills, filing inheritance tax return 15.00 42. Register of Wills, reserve for filing Account, etc. 450.00 SUBTOTAL SCHEDULE H•B7 ~ 2,663.89 REV-'1512 EX + (12-03) SCHEDULEI COMMONWEALTH OF PENNSVLVANlA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT William W. Tritt 21. 11 0950 Report debts Incurred by the decedent priorto death which remained unpaid as of the date of death, including unreimbureed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Verizon, telephone service 23.94 2. UGI, gas service 101.60 3. Formprest Cleaners, laundry service 39.28 4. Bank of America, credit card payment 54.25 5. United Healthcaze Insurance Company, premium 14.65 6. Carlisle Regional Medical Center, medical services 50.00 TOTAL (Also enter on line 10, Recapitulation) I $ (If more sP~+s needed, insert addiUOrtal sheets of the same size) REV-1513 EX ~ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE) BENEFICIARIES ESTATE OF FILE NUMBER William W. Tritt 21 1 1 0950 RELATIONSHIP 70 DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Liat Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS linclude outright sppous~ldistributions, and transfers under Sec. 9116 (a) (12)] 1. Leonard W. Tritt Lineal 74,241.57 7 Ironstone Drive Carlisle, PA 17015 2. Cazol A. Tritt Lineal 74,241.57 6 Southpoint Drive Mechanicsburg, PA 17055 3. David E. Tritt Lineal 74,241.57 24 North Old Stone House Road Carlisle, PA 17015 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ pi mui a space ro neeaeo, msen aaamonal Snee[S or fne same SIZe) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: - _ 8800.00 Discount: 463,14 Interest Table Year - -- - -_ _ _ _ Da s Delin vent Balance Due -r- _ __- Interest _-_ __ th s time period - this year ~ 1 this period _Before 1981 - - _ _ - - ~ 1882 ' ~ _ _ i_1983- _ -_ _ _- - ~ ~ -_ - _ _ - I { -_ --- 1884 . -- _ _ 1985 _ - - - __ ;_ ~ - -- _ - _ - - _1986 __ _ _ _ ~- - - - __ 1987 --- - 1988 through 1997 ___ _ _- __ - --- I } 11892- --- - -~_ - ~ - -- ,_..1993 through 1894_ - - -- ~-1995 through 1998 ~ - - - I _ 1989 - --- _ - - I, ___ - - - i, 2000 _ ~ _- - -_ _200t __ ' 2 02 _ -_ - ~ 0 i - - -- 1 - _2003- __ _ __ - ' I II - - 2004 _ -- I 1 1- - _- 2005 - - -~_ _ -- X2008 -- - _ ~ _- - - - 2007 _ _ ~ _ 2008 _ - _ I -- ~ 1 - - - 2009 _ _._ ~ 1 -- - - -- _ __- - {{-- - I I -- i_ - t - - - - - - - ~ TOTALS _: ~ Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: _-_- -_ _ ~~ LAST WILL AND TESTAMENT OF WILLIAM WAYNE TRITT I, WILLIAM WAYNE TRITT, of Silver Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, ,~ publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and lXidi~iiS h.rCiliiiir ~. iaiudC by iai.. FIRST: I direct that all my just debts and funeral expenses, including my grave marker, shall be paid from the assets of my estate as soon as practicable after my decease. ~~ SECOND: I give and bequeath the sum of Five Thousand Dollazs x$5,000.00) to F The Church of the Brethren, Carlisle, Pennsylvania to be used for building fund purposes. d THIRD: I direct that any money which I may have loaned to my daughter, CAROL A. TRITT, be repaid to the estate or in the alternative if my daughter, CAROL A. TRITT, is unable to repay said loan, I direct that in the distribution of my estate and shaze which my daughter, CAROL A. TRITT, shall otherwise be entitled to shall be chazged with an advancement for the money which I previously loaned to her. T`he exact amount of this loan which shall either be repaid or charged as advancement will be as recorded in a record book which I shall keep with my important papers. FOURTH: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, equally, namely, LEONARD W. TRITT, CAROL A. TRITT, and DAVID E. TRITT, provided that the share of any chili who predeceases me or dies on or before the thirtieth day following my death, shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of such then living issue, such share shall be added to the share or shares for my other children. FIFTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid froin my residuary estate as a part of the expense of the administration of my estate. SIXTH: I nominate, constitute and appoint my sons, LEONARD W. TRITT and DAVID E. TRITT, or the survivor of them as, Co-Executors of this my Last Will and Testament. SEVENTH: I direct my Executors and their successors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal 1:o this, my bast Will prld 1::Slalrlelii, GGIi515iliig air IV`v 1'=~ ~j fJc: rrllRvu ~3grS. etuaa lucntlf's U b}'my-~:~PatliFPy ~<<1S- day of March 2008. ~.c-~(s~ l!/.ry.~.f '\~,.~.~L'~ (SEAL) William Wayne Tritt Signed, sealed, published and declazed by the above-named Testator, William Wayne Tritt as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, hay witnesses. COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMIERLAND I, William Wayne Tritt, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instmment as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~~Swom or affirmed to and acknowledged before me by William Wayne Tritt, the Testator, this day of Mazch 2008. L ~OZ '9Z W ~. 3 ... ~ ~WnaJ Pau '~9 elsl{te~ ~!14nd ~N ' All3HS IaV VINF/AIASN IN~9 j0 FI.~lV3NINONINIO~ William Wayne Tritt, " stator AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ~SF~Riq~ SpFNN ,5j~ C Off! ~$ C Syl ~~n RYA •QSA~~4~ We, RONALD E. JOIINSON and 7Ay'GU,e P >~/~~.E7ists ,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will and Testament; that William Wayne Tritt, signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the heazing and sight of the. Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mmd and under no constraint or undue intiuence. Sworn or affirmed to and subscribed to before by RONALD E. JOHNSON and~~LO2 P /4N1~~(~S, witnesses this _ ~~ day~C>f lyfapch 2008. SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL ( _~___~ . -- ----~ ALl SHELLY SEXTON, Nobxy Public ,Witness Carlisle Boro, Cumberland County My Commission Expires 'I 26, 2011 Notary blic