HomeMy WebLinkAbout08-21-14 1505610143
REV-1500 °�"' ''
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania county coda Yea. File Number
Bureau of Individual Taxes a,.a`aa &.
PO 60x.280601 INHERITANCE TAX RETURN 21 14 0614
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
11 21 2013 03 29 1932
Decedent's Last Name Suffix Decedent's First Name MI
BRITT BERNARD J
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
BRITT LORETTA M
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
0 1. Original Return ❑ 2. Supplemental Return ❑ 3. prior to der R3 tu r(Date of Death
❑ 4. Limited Estate ❑ .4a.Future Imerest Compromise
(date of death alter 12-12-82) ❑ S. Federal Estate Tax Rehm Required
1<❑ g Decedent Died Testate ❑ 7. �ece er�Malydalneda UAng Truel 8. Total Number of Safe Deposit Boxes
(Attach Copy of Wily Att opya rust)
❑ 9. Litigation Proceeds Received ❑ 10.Spoasal P �a�ll{Da;%d Dean ❑ 11,Election to tax under Sec.9113(A)
��een (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JESSICA FISHER GREENE ESQ 717 697 3223
r,
REGISTER OF WILLS USE ONLY
M1)
O
First Line of Address p
W� c G>O
555 GETTYSBURG PIKE m
Second Line of Address [yam—Z N mn-i
STE C100. D
DAT .Cid"
City or Post Office State ZIP Code c n F--m
MECHANICSBURG PA 17055 n cst �•�O
T
J-
Correspondent's e-mail address: iessica(rDkeystoneelderlaw.com
Under penalties of perjury,I declare Nat I have examined this return,including accompanying schedules and statements,and to the best of my knovAedge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURErONSIBLE ING RETUR ATE
Brian J. Britt a I�
ADDRESS
330 West Meadow Drive Mechanicsburg PA 17055
SIGNATURE OF PREPARERR THAN REPRESENTATIVE - p, DATE
41C Jessica Fisher Greene Esq. 0 Ia1 I I Y
AD*S S
555 Gettysburg Pike Mechanicsburg PA
Side 1
1505610143 1505610143
1 1505610243
J REV-1500 EX
Decedent's Social Security Number
DecedenCs Name: Britt, Bernard J.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 41, 990 . 59
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Nt Probate Property
(Schedule G) a Separate Billing Requested............ 7,
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 41 , 990 . 59
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 15, 920 . 52
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10.
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 15 , 920 . 52
12. Net Value of Estate(Line 8 minus Line 11)... - 12. 26, 070 . 07
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 26, 070 . 07
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 0 . 00 15. 0 . 00
(a)(1.2)X.00
16. Amount of Line 14 taxable 26, 070 . 07 16. 1, 173 . 15
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X.12 0 . 00 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.1 5 0 . 0 0 18. 0 . 00
19. TAX DUE................................................................................................................ 19. 1 , 173 . 15
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0
Side 2
1505610243 1505610243
REV-1500 EX Page 3 File Number 21-14-0614
Decedent's Complete Address:
DECEDENTS NAME
Britt, Bernard J.
STREETADDRESS
1001 Charles Street
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 1,173.15
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 1,173.15
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;................................................................. x
b. retain the right to designate who shall use the property transferred or its income;............................ z
c. retain a reversionary interest;or............................................................................................................... s
d. receive the promise for life of either payments,benefits or care?............................................................ x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ ❑z
3. Did decedent own an"in trust for or payable upon death bank account or security at his or her death?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑ ❑x
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 Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)).
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)). The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only benefdary.
For dates of death on or after July 1,2000:
• The tax rate imposed on the net value of transfers from a deceased child 21 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 percent[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 percent,except as noted in[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 percent[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.
REV-1511 Ex.(1�(
Pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERrrANCE
RESIDEMDEC ENTTURN - ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Britt, Bernard J. 21-14-0614
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 13,367.10
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(s)Commission Paid
2. Attorney's Fees Keystone Elder Law P.C. 2,110.00
3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationshio of Claimant to Decedent
4. Probate Fees 188.50
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs - 254.92
See continuation schedule(s)attached
TOTAL(Also enter on line 9, Recapitulation) 15,920.52
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Britt, Bernard J. 21-14-0614
ITEM
NUMBER - DESCRIPTION AMOUNT
Funeral Expenses
1 Giant Food Store-funeral meal 1,327.10
2 Malpezzi Funeral Home-Funeral expenses 12,040.00
H-A 13,367.10
Other Administrative Costs
3 Cumberland County Bar Association-Estate Notice 75.00
4 The Sentinel -Estate Notice 179.92
H-87 254.92
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
REV-1613 EX-(01-00)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERIMANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Britt, Bernard J. 21-14-0614
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) (SSS)
I TAXABLE DISTRIBUTIONS (include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2
1 Ann B. Ballets Daughter
705 Jenna Court
Mechanicsburg, PA 17055
2 Claire Bailets Granddaughter 2,172.50
705 Jenna Court
Mechanicsburg, PA 17055
3 Dana Bailets Granddaughter 2,172.50
705 Jenne Court
Mechanicsburg, PA 17055
4 Meredith Bailets Granddaughter 2,172.50
705 Jenne Court
Mechanicsburg, PA 17055
5 Brian J. Britt Son
330 West Meadow Drive
Mechanicsburg, PA 17055
See continuation schedule attached Continuation 19,552.57
Total 26,070.07
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01.10)
SCHEDULE J
BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
Bernard J. Britt 11/21/2013 161-26-8715
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Catherine Britt Granddaughter 2,172.50
585 Ariel Court
Mechanicsburg, PA 17055
7 Cooper Britt Grandchild 2,172.50
6980 Olde Lantern
Caledonia,MI 49316
8 Emily C. Britt Granddaughter 2,172.50
330 West Meadow Drive
Mechanicsburg, PA 17055
9 James B. Britt Son
6980 Olde Lantern Dr!SE
Caledonia,MI 49316
10 Loretta M. Britt Wife 0.07
1001 Charles Street
Mechanicsburg, PA 17055
11 Michael F. Britt Son
585 Ariel Court
Mechanicsburg, PA 17055
12 Morgan Britt Grandchild 2,172.50
6980 Olde Lantern Dr SE
Caledonia, MI 49316
13 Rachael M. Britt Granddaughter 2,172.50
330 West Meadow Drive
Mechanicsburg, PA 17055
14 Spence Britt Grandson 2,172.50
585 Ariel Court
Mechanicsburg, PA 17055 -
1
SCHEDULE J
BENEFICIARIES
(Part I,Taxable Distributions)
ESTATE OF:
Bernard J. Britt 11/21/2013 161-26-8715
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
15 Aaron Hensel Grandson 2,172.50
RD#1 Box 314-D
Sweet Gum Road
Selinsgrove, PA 17870
16 Colin Hensel Grandson 2,172.50
RD#1 Box 314-D
Sweet Gum Road
Selinsgrove, PA 17870
17 Maria B.Hensel Daughter
RD#1 Box 314-D
Sweet Gum Road
Selinsgrove, PA 17870
18 Maua Hensel Granddaughter 2,172.50
RD#1 Box 314-D
Sweet Gum Road
Selinsgrove, PA ,17870
Total 19.552.57
2
LAST WILL
WORDED OFFICE Of OF
REGISTER of WILLS BERNARD J. BRITT
619 JON 30 6M 9 5N
'r,lf{K J. BRITT, presently of 1001 Charles Street, Mechanicsburg,
Cumberl NL W9j a, declare this to be my Last Will hereby revoking all Wills and 0c, PA
Codicils previously made by me.
I declare that I am married to Loretta M. Britt and that all references in this Will to
my Wife are references to her,
I declare I have five children now living: Ann B. Bailers nee Britt, born August 3,
1957, Brian J.Britt, born July 5, 1958, Michael F. Britt,born April 21, 1960, James B. Britt,born
September 21, 1961 and Maria B. Hensel nee Britt, born January 31, 1963. All references in this
Will to my children include only those five individuals named above.
ARTICLE I
Payment of Debts/Expenses: I direct the payment of my legally enforceable debts
and the expenses of my last illness and funeral, from my estate as soon after my death as may be
convenient, without regard to any statutory limitation thereon.
ARTICLE II
Personal and Household Effects: I give certain items of my household furnishings
and tangible personal property to my children and grandchildren in accordance with the terms of a
written memorandum which I have prepared, I bequeath any such property not disposed of by such
f M
Dinner memorandum, or all of such property if the memorandum is not located or received by my Personal
r C..t-si�2a1 Representative, to my Wife. Further, should my Wife fail to survive me and no such memorandum
;-6m PA 17055
71 77 691-7314
is found, then my successor Personal.Representative shall distribute my personal and household
effects among my children who survive me, in shares of substantially equal value as
determined by my children. If my children fail to make this determination within six(6)months
after my death then my successor Personal Representative shall determine the share of each child.
If the written memorandum referred to in this ARTICLE II is not located or received
by my Personal Representative within sixty(60)days after taking office as such, after and upon the
conducting of a reasonable search for such memorandum,the Personal Representative shall be held
harmless for distributing such property as hereinbefore provided.
ARTICLE III
Gifts to Grandchildren: I give the sum of Five Thousand($5,000.00)Dollars to
each of my grandchildren who survive me. Should any grandchild not be 21 years of age at the
time such distribution is to be made hereunder, then I direct that the$5,000.00 be held in a
custodial account by my Personal Representative as custodian until such grandchild reaches age 21.
ARTICLE IV
Establishment of Credit Shelter Trust: I give to my Wife and my son,Brian I
Britt, as Co-Trustees, in Trust,in addition to all assets received directly by the Co-Trustees that are
excludable from my gross taxable estate for federal estate tax purposes, assets of a total value equal
to the largest amount, if any, that can pass free of federal estate tax by reason of the unified credit
and any other credits available for federal estate purposes except(1)the state death tax credit to
the extent that use would require an increase in the amount of state death taxes paid and(2)the
credit for tax on prior transfers to the extent that credit arises from transfers to me from individuals
$cot41K.Dinner
K,c,m,-"201 who die after me. Such latter amount shall be reduced by the value for federal estate tax purposes
PA 17055
ph.(717)691-7314 of any gifts which do not qualify for the marital or charitable deduction made by me under this Will
or otherwise, and further reduced by an amount equal to the sum of all charges to principal, except
death taxes(since I direct hereafter that such death taxes be paid from this Credit Shelter Trust),
that are not deducted in computing my federal estate tax.
I recognize that depending upon the amount of bequests under my Will, my
non-testamentary dispositions,the amount of state death taxes and administration expenses, and
other factors, this Credit Shelter Trust might be non-existent or might consume all estate assets, so
that no assets may remain to pass outright to my Wife pursuant to the residuary gift under the
provisions of ARTICLE VI hereafter.
ARTICLE V
Distribution of the Credit Shelter Trust:
A. The assets of the Credit Shelter Trust shall be held and distributed on the
following terms during the lifetime of my Wife:
1. Income and Principal Distributions: The Co-Trustees shall pay and
distribute to my Wife or for her benefit the entire income therefrom,which
payments shall be made to her periodically,but not less frequently than
quarterly. In addition, the Trustees shall from time to time pay to my
Wife, or shall apply directly for her benefit, as much of the principal of this
Credit Shelter Trust as the Co-Trustees may consider necessary or advisable
for her health, education or support(or any combination of them).
2. Power of Withdrawal: In any taxable year of the trust, my Wife shall
have the right to withdraw the greater of$5,000 or 5%of the principal of this
Credit Shelter Trust valued as of the date such request for withdrawal is
received by,the Co-Trustees. The value of the principal is to be conclusively
determined by the Co-Trustee other than my Wife. The right of
withdrawal shall be exercised only in writing and delivered to the Co-Trustees
and the right of withdrawal shall not be cumulative.
icon M.IR B. Upon the death of my Wife or at my death if she shall have predeceased me,then
onor
Attu K"-
Q. Ca -swb 201 the Co-Trustees shall distribute the balance of the Credit Shelter Trust, in equal shares, outright to
duoin6vrs.PA V066
a.(urn 691-7314 my children, per stirpes. If any of my children.should predecease me and no issue survive them,
then the Co-Trustees shall distribute that deceased child's share equally amongst my
surviving children or to their issue, per stirpes. If at any time any beneficiary entitled to receive
principal from the Credit Shelter Trust estate pursuant to this subparagraph B. is a minor or an
incompetent or a person whom the Co-Trustees deem unable to handle the funds properly or wisely
if paid directly to the beneficiary, the Co-Trustees in their discretion may make payments in any one
or more of the following ways:
1. To the natural guardian or legally appointed guardian of the person or
estate of the beneficiary;
2. By making expenditures directly for the care, support, maintenance, or
education of the beneficiary: or
3. To any person or organization famishing care, support, maintenance, or
education for the beneficiary.
The Co-Trustees shall not be required to see the application of any funds paid or
applied in any of the aforementioned ways and the receipt of the payee shall be full acquittance to
the Co-Trustees.
C. In the event of the death,resignation, renunciation or inability to act of either my
Wife or my son, Brian J. Britt as a Co-Trustee of this Credit Shelter Trust, then I appoint my son,
Michael F. Britt, in their place and stead with the same powers, rights, discretion, obligations and
immunities. In the event my son, Mchael F. Britt, should die, resign,become disabled, or for any
other reason cease to act as a successor co-Trustee, then I appoint my son, James B. Britt, to serve
as his successor.
ARTICLE VI
Dinner A Residuary Estate: If my Wife survives me, then I give the rest, residue and
Ca -sw�201 remainder of my estate outright to my Wife free of all trusts. In the event my Wife does not
:A.M PA 11056
In 691-7314 survive me,the assets shall be added to and be held and distributed in accordance with the terms of
my Credit Shelter Trust for my children. Furthermore, if my Wife disclaims all or any
t A
part of her interest in this residuary gift, such disclaimed property shall be added to and be held and
distributed in accordance with the terms of the Credit Shelter Trust, If for any reason the Credit
Shelter Trust shall not have been created or shall have been exhausted, such property shall be held
and distributed on the same terms set forth for the Credit Shelter Trust pursuant to ARTICLE V.
ARTICLE VII
Survivorship Presumption: If my Wife and I should die under circumstances which
render the order of our deaths uncertain,for the purposes of the residuary marital gift under
ARTICLE VI, it shall be conclusively presumed that my Wife survived me.
ARTICLE VDI
Protection from Improvidence: No interest of any beneficiary under this Will or
any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation.
ARTICLE IX
Personal Representative: I nominate and appoint my Wife to serve as my Personal
Representative of this Will. In the event of the death, resignation, renunciation or inability to act of
my Wife, then I appoint my son,Brian J. Britt, as my successor Personal Representative of this Will
in her place and stead.
ARTICLE X
M. 1}ihnet
mta et Lwv
:—A-sue 601 Fiduciary's Performance and Powers: No fiduciary under this Will shall be
.6m PA 11066
'1691'1314 required to give bond or other security for the faithful performance of the fiduciary's duties.
Any such fiduciary shall have the following powers, in addition to those given by law:
t. To retain any property, pending distribution hereunder,to invest in or
Purchase any property without restriction to legal investments for fiduciaries, to
distribute property in kind, to compromise claims, and to sell any property at
public or private sale;
2. To hold shares of stock or other securities in nominee.registration .
fomt, including that of a clearing corporation or depository, or in book entry
form or unregistered or in such other form as will pass by delivery;
3. To engage in litigation and compromise, arbitrate or abandon claims;
4. To make distributions in cash, or in kind at current values,or partly in
each, allocating specific assets to particular distributee on a non-prorata basis,
and for such purposes to make reasonable determinations of current values;
S. To make elections, decisions, concessions and settlements in
connection with all income, estate, inheritance,gift or other tax returns and the
payment of such taxes,without obligation to adjust the distributive share of
income or principal of a any person affected thereby;
6. To borrow money from any person including any fiduciary acting
hereunder, and to mortgage or pledge any real or personal property;
7. To manage, control, repair and improve all estate property;
8. To procure and carry at the expense of the Estate,insurance of the
kinds,forms and amounts deemed advisable by my Personal Representative to
protect the Estate against any hazard;
9. To employ any attorney, investment adviser, accountant, broker,tax
specialist or airy, other agent deemed necessary in the discretion of my personal
Representative; and to pay from the Estate reasonable compensation for all
services performed by any of them.
ARTICLE XI
Beath Taxes; My Personal Representative and Trustees shall pay all estate,
inheritance and other death taxes(including the supplemental estate tax on certain qualified plan
M.Dinner benefits but not including any generation skipping tax imposed on a direct skip), together with
ten.(L..
,.A-"201
6,rn 17oss interest and penalties, which shall be payable with respect to property or interests subject to
7)691.7314
taxation by reason of my death and whether passing under my Will or any codicil, or otherwise,
including jointly held and other non-testamentary property. My Personal Representative and
Trustees shall pay the same out of the principal of the Credit Shelter Trust without apportionment.
Only to the extent the Credit Shelter Trust is insufficient or unless my Wife predeceases me shall
any such payments be made from my residuary estate.
ARTICLE XII
Exempt Property: No property received by my Personal Representative and
Trustees which is exempt from federal estate tax that may be assessed against my estate shall be
available for the payment of debt, inheritance and estate taxes or penalties and interest, or
administration expenses in the settlement of my estate.
ARTICLE XM
Concurrent Wills: My Wife and I are executing wills at approximately the same
time in which each of us is the primary beneficiary of the will of the other. These wills are not
executed because of any agreement between my Wife and myself. Either will may be revoked at
any time at the sole discretion of the maker thereof.
ARTICLE XIV
Invalidity: If any provision of this Will or of any codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all of the remaining hereof shall continue to be
Sett X Dimes (ally operative and effective so far as it is possible and reasonable.
Aae. a L.
G. C-A-Sort.201
A .....L ,PA 17065
PL(717)691.7314
IN WI'Tr1E'SS'W$EREOF, I have hereunto set my hand;and seal and caused this
my Will> consisting of nine(9)typewritten pages, including this attestation clause,to be executed,
declared and published this day of February, 1998, at Mechanicsburg,Pennsylvania.
BER&ARD J. MIT
WrMSSES:
Residing at 11 8 �g tWC ,br•
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Residing at 1 Tom,
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717)691.7314
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
We, Bernard J. Britt Anthony Tarantino
Melissa Thompson and Eric A. Huck the Testator and the
witnesses, respectively, whose names are signed to the foregoing instrument, being duly qualified
according to law, do hereby declare to the undersigned authority that the Testator signed and
executed the instrument as his Last Will, that he had signed willingly, and that he executed it as his
free and voluntary act for the purposes therein expressed, that each of the witnesses, in the
presence and hearing of the Testator signed the Will as witnesses and that to the best of the
witnesses'knowledge,the Testator was at the time eighteen or more years of age, of sound mind
and under no constraint or undue influence.
BERNA J. BRITT
WITNESSES:
On this,thea,hday of February, 1998, before me,Debra K. Donadee, the undersigned
officer, personally appeared Scott M Dinner,Esquire, known to me to be a member of the Bar of
the Supreme Court of Pennsylvania, and certified that he was personally present when the
3caft
Aff M. D;,,. fore oin Acknowled men and avi was ' ned b the Testator and witnesses.
A1te.nn.�U. g g g Y
K„c.,i-sw*e201
PA 17066 - Ngindel SON
p6.(717169!-731a DpMe
X.Danadeo,Notary PUM
Not Public My�� wr XiAMS J M�2211998
member,PannGyNanla a —
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MEMBERS V
FEOERALCREDIT IIMON
Primary Owner: Bernard J. Britt 47828 338439
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 47828-00 338439.00
Date.Account Established 04/06/1985 01/31/2001
Principal Balance at Date of Death $3,690.14 $396.23
Accrued Interest to Date of Death $.30 50.03
Total Principal and Accrued Interest $3,690.44 $396.26
Name of Joint Owner Loretta Britt None
Date Joint Added 04/06/1985
SUPPLEMENTAL SAVINGS ACCOUNT:
Account Number/Suffix 338439.01
Date Account Established 09/05/2008
Principal Balance at Date of Death $101.72
Accrued Interest to Date of Death $0.01
Total Principal and Accrued Interest $101.73
Name of Joint Owner None
Date Joint Added
CHECKING ACCOUNT:
Account Number/Suffix 47828-11
Date Account Established 04/06/1985
Principal Balance at Date of Death 51,730189
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest $1,730.89
Name of Joint Owner Loretta Britt
Date.Joint Added 04/06/1985
CERTIFICATE OF DEPOSIT:
Account Number/Suffix 47828-40' 338439-54"
Date Account Established 06/07%2011 06107/2011
Principal Balance at Date of Death $77,735.15 $41;458.75
Accrued Interest to Date of Death $63.47 $33.85
Total Principal andACCrued Interest $77,798.62 $41,492.60
Name of Joint Owner Loretta Britt None
Date Joint.Added 06107/2011
'Certificate 47828-40 was opened by a transfer of funds from the Regular Saving Account 47828.-00
'Certificate 338439-54 was opened by a transfer of funds from the Regular Savings Account 338439-00
MEM ERS 1sT FEDERAL CREDIT UNION
Leigh- ne Stallings
Lending Insurance Support'Supervisor
July 15,2014
Estate of: Bernard J. Britt
Date of Death: 1112112013
Social Security Number: 161-26-8715
5000 Louise Drive P.O.Box 40 • Mechanicsburg,Pennsylvania 17055 -• (800) 283-2328 • wwwmemb&rs1 storg
ELDER TAW P.C.
www.keystoneelderlaw.com
August 13, 2014
Bernard J.Britt Estate
C/o Brian J.Britt, Executor
330 West Meadow Drive
Mechanicsburg,PA 17055
INVOICE.
Fees For Professional Services Rendered:
Administration of ti,e Estate of Bernard Hours Rate TOTAL
J. Britt by:
Jessica,F. Greene,Esq. 4.90 $250 $1,225.00
Becki L. Starr, Legal Assistant 5.90 $150 $885.00
$2,110.00
Subtotal: $2,110.00
'Retainer Received:
June 20,20I4 41,000.
BALANCE DUE: $1,110.00
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RECEIPT FOR PAYMENT
LISA M. GRAYSON ESQ. Receipt Date: 6j30(2014
Cumberland County - Register Of Wills Receipt Time: 009:551:40
One Courthouse Square Receipt No. : 1078424
Carlisle, PA 17013
BRITT BERNARD J
Estate File No. : 2014-00614 Y
Paid By Remarks: BBRIIAN J BRITT
DB
------------------------ Receipt Distribution ------------------------
Fee/Tax Description Payment Amount Payee Name
PETITION LTRS TEST 90 .00 CUMBERLAND COUNTY GENERAL FUN
WILL 15.00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D
SHORT CERTIFICATE 20.00 CUMBERLAND COUNTY GENERAL FUN
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 15.00 CUMBERLAND COUNTY GENERAL FUN
INH TAR RETURN 15.00 CUMBERLAND COUNTY GENERAL FUN
RENUNCIATION 5.00 CUMBERLAND COUNTY GENERAL FUN
----__°_----`---
Check# 3810 $188 .50
Total Received. . . . . . . . . 8188.50
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Malpezzi Funeral House
8 Market Plaza Way (717)697-4696
Mechanicsburg,PA 17055 www.MalpezziFuncTalHome.com
Jeremy J.Shartzer,FD Michael J.Malpezz4 Owner,FD Kyle C.Knipe,FD
Clergy Record
Name: Bernard J. Britt Relatives
Residence
1002 Charles Street Spouse
Loretta M. Rossi Britt
Mechanicsburg, PA
Father
Date of Death: November 21, 2013 Edward J.Britt
Place of Death
Mother
Harrisburg Hospital Anna M. (Gallagher)Britt
Age: 81 Children
Place of Birth: Centralia,Pennsylvania Daughter-Ann Bailets Mechanicsburg, PA
Date e f Birth:March 29, 1932 Son-Brian Britt Mechanicsburg, PA
Son-Michael Britt Mechanicsburg, PA
Day?f Funerab November 25, 2013
Son-James Britt Grand Rapids.MI
Time of Funeral:11:30 AM Daughter-Maria Hensel Selinsgrove, PA
Place of Funcral:
St. Joseph's Catholic Church
Mechanicsburg, Pennsylvania
Other Relatives:
of dating-, Brother-James Britt(Deceased)
77re Rev. Louis P. Ogden Brother-Edward Britt(Deceased)
The Rev. William J. Sullivan Brother-Harry Britt(Deceased)
Brother-Joseph Britt(Deceased)
Brother-John Britt Trevorton,PA
Interment 1 K 4' 1,
Gate of Heaven Cemetery
Mechanicsburg, Pennsylvania
12 Grandchildren 0 Great Grandchildren
it
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA, 17013
Tole; (M)249-M66 Fa*(717)249-266&
July 25, 2014
Cumberland Law Journal is published every Friday by the Cumberland County
:Bar Association and is designated by the Court of Common Pleas as the official legal
publication for Cumberland County and the legal newspaper for publication of legal
notices.
Tb,.. Jessica F. Greene, Esquire
I
RE: 'Bernard J. Britt,Estate
Legal-advertisements:must be received by Friday,Noon. All legal advertising
must be paid in advance. Make all checks payabletto: Cumberland Law Journal.
Advertisement insetted on following dbtes-.
July 11, July 1$,,and July26, 2014
Advertising Cost $ 76.00,
Proof of Publication $ 0,.00
Second Proof Request $ 0.00
Payment received 75.00
Total Amount Due $ 0.00
';h' entineIiI KEYSTONE ELDER Q^P:C. AD.NUMBER ;QAGE No,,
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MECHAWG WRG#A 17055-8070;
- BILL-DATE, `SALESPERSON
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787ART.OATE=. STOP.:DATE
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"70TA .AP CHARGE' 151¢9:92
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