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HomeMy WebLinkAbout02-0763PETITION FO,R~PROBATE and GRANT OF LETTERS Estate of ~~ ~ t~ri ~ . tl\ec' s~ No. ~"~2~ ~b3 also known as t ~_td1Y1_ M°' To: Register of Wills for the Deceased. County of f~`~_ttit~~~~.vrvt in the Social Security No. L ~ - ~. ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executC)~ named in the last will of the above decedent, dated /0'/~/- ~ ~ , 19~_ and codicil(s) dated (state relevant circumstances, e.g. renu//nciation, deat~f executor, etc.) Decendent was domiciled at death in ~~ b ~ ~ County, e Sylvania, with h t'S last family or principal residence at -30 / ~ ~.~,,- !5 ~ , ~o~ Fa (list street, number and muncipality) Decen ent then y ars of a e led ~ ~ ,~ c~.~, at ~' i ~ Except as follows, dec dent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: ,,, Wc~ (If domiciled in Pa.) All personal property $/©~-'a~~t:~~,-C~c'~`` (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $~ 5-C~C~ situated as follows: -'~ WHEREFORE, petitioner(s) respectfully re nest(s) e probate of the last will and codicil(s) presented herewith and the grant of letters P (testamenta y; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~~ ~ v C '~ ^ , N N L ~ ~i ~! C ~~ , ~a r'~Ct/•l~iL~t !'j~_~~ ~~7~ir:7C~ ~w 7 ~ C 00 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTI~ OF PE NSYLVANIA ~ ss COUNTY OF C~~~rft~/~~~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly adminis r the estate according to law. Sworn to or affirmed and subscribed A zi before me this ~ 1 ~t day of ~' ~' -i t ~~' ~ ister l l e 1 `~ '-- ~Z1~- ~ c ti No. 21-02- X103 Estate of WILLIAM A RITTER SR A K A WILLIAM A RTTTF, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 22, 2002 ~~ , 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 10-14-1993 described therein be admitted to probate and filed of record as the last will of WILLIAM A RITTER SR'A:K.A. WILLIAM A RITTER and Letters TESTAMENTARY are hereby granted to WILLIAM A RITTER JR FEES Probate, Letters, Etc. ........ . ~ 50.00 Short Certificates(6) ......... . S 1 R _ M • a ~tra •pages ... • c, 6.00 jcp ~ 5.00 TOTAL ~ 79.00 Filed ........8.:22-2I)02 ... ............. mailed to exec on 8-22-2002 t~ ACTING Register of Wills -~~ t~;,,, , ,;.,~,~ ~, ~ ,..~;C ~~~_% ~.~"~'. f AT'T'ORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE 10~B05 REV~9'fl6 This is to certify that the information here given is correctl}' copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded ro the State Vital Records Office for permanent filing. V1lARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $ x.00 P 8481708 No. M 105.11) Rry. 2)67 m,T ENT .«K ~~ Local Registrar V Date COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME Of DECEDENT IFae. MiOrii. Lal SEX SOCIAL SECURITY NUMBER DATE OF DEATH tMrXM.Ory.'Awri ,. William A. Ritter, Sr. :. M ,.209 - 12 - 9034 .. June 26, 2002 AOE (Lae B+IImN UNDER, YEAR UNDER t DAY DATE OF BIRTH BUfTNPLACE (CN ease PLACE Oc DErQH ICheca rely nro- xei malr~tpn m tAl•er et»I MrviM r Data Neon r MknIN !Mmin.Dry.yk«I $Mw orFy9n CeynY1 HOSPITAL: OTHER: 76 rn. 4/20/ 1926 Cumberla~~ Casty ~ IiPN ® ERIOMpi,Nnt ^ DaL ^ ,' ^ R,~„a ~ s~ «e» ^ ~ i COVNTY OF DEQH CTfV,BORO. TVlP OF OEATN FACN.RY NAME fN rb(ate~nrfon,QM TaM arb raaneerr YMS DELEDEM OF HISPANIC ORIGIN7 RACE •ArMntln MEi«a Bwck,WNli. p<. lSPecq') Ne ® ,k. ^ e y... NIKi/q Gbn , ' ,~ Cinnberland ~ Carlisle Boro. MCarlisle Regional Medical Center ;eAk.n.PwmRk.n.pe. White ~4 DECEDENT'S USUAL OCCUPATNxI KIND OF BUSINESSANOUSTRV WAS DECEDENT EVERIN DECEDENT'S EDUCATION MARITAL STATU$•ManiM SURVIVING SPOUSE IGi•a erne of werkmM ppnp no! U.S. MMED F011CESJ n NavM MirtkM. W4L,wy. MwH. pha nygan nanyl a werltin011w; m asp use r ia l . Ys [~ NP ^ EwmenurylSacargary Cpwgi Dlwrtw ISPKM ' • „ Air raft Mec c Aizwork Inc. ,:. ,,. 8'61Zj ('ia5" „Diwrced „- - OECEDENT'S MA4ING AODRE53(Snep,Cay/W.m, Slaw, ZO CtWeI DECEDENT'S ACTUAL ,T Upper Frankford 51« PA ,T l~r .. . e. ...rwc.epee..eln oM RE3 "'P 301 Potato Road 10ENDE °,~.,." S +. isle PA 17013 ei.glrwTaxr Min I en01"•r'i0aj ,,,. Cimmberland '°~'"'~4 10.^ ~~„ FATNEA'S NAME (Feel. Mi001a. Lag) MOTHER'S NAME (Fie. M~yEle. MaltMn SMn«rM) ,.. Ben'amin H. Ritter „- Anna R. Campbell WFORMAM'S NAME (TYPe'+~+il INFORMANT'S MAIUNO ADDRESS IStrea1. Lily/Twm, 54Ka, $Cgna ~ William A. Ritter, Jr. e, NJ 08070 ~os.g1 Miramar Drive, Pennsvil MET,l000F aSPO51TMJN BrAw® o.«n.,wl^ RtwrovilMun31«.O GATE OF DISPOSITgN cMOM.Di/:lep) PLACE OF OISPOSRMk,-NMN of Cimpiry, Girnitay ayan.ywe. LOCrUgN • C' StEt.. jlp CoM Cumberan unt .:°:'°"^ °tl'"j9"'~""- ^ ,,., 6/28/2002 „alt. Zion CHnetezy y „~'IOnroe Ztap. , PA ' SKGNATURE OF FUN RVICE LICENSE TINO A39UCN LICENSE NUMBER NAME AND ADDRESS OF FACN-ITY •,h n,. FD 012633 L wing Brothers Funeral Home, Carlisle, PA 17013 CtlerpNle eerie 7]ic only wnen pnNyr~q WryaiCian p nd MAaew «,imi al rNam b TolM kepd myk ,eipn rltYYfrta, «lM limi. tw,s ano gale eil.rl. LICENSE NVMBER (SiQ(Ip1Me ant? DATE SN,NED ' e««yrywaalrwpn. /~N3oOSp( J y ' L b ~ .Dry,erl r c1e.. Qr o a.rn e ne. eirru sa-x mrr I» txaeplpie q TIME DEATH DATE PRONOUNCED DEAD (Mra~el. Day, rbr, YMS CASE REFERRED TOMEDICAL EXAMINER/CORONEAi person wno prenot•res a.m. qi ^ No~ ~J ~~ OZ- N IUD M S „ . . , . 27. PART I: EmM Nre EiMisp,+rjuriesa complica,:orr wNCnuwoolMfNAIn. OO rlel enlirNN nr001Wayirq, WenncNWat Ol napir810ry«raal. NradtyMNlalWri. iAppoaimw PART N; OMar apnilkW CarAadlatM4WMinpbCaila.ON Li N N p O y orr utNe m eitll M. . ,kY«Yp Oen.een asp raauNkq AeN lAlOelYerO oarNe pesnPARTI. ~I - I arw ease 4i,n NIIIEdATE CAUSE (F:NI 7 [// O_ /_f / - r,~ I eras a cnneaion V `~ -A ~' `- ^ rewArlq n eeerni-. U TD A COHSE NGE Seplwr+wey M mreNbM i. I« ~ ~ To roR As A ctx~ auE oFt: , ~m ~iI N r . /^~ Y 1 OE 1 CAUfEIDbsisey ryuy ~ c W - .+p:+p.ery.rw ouETD1ORASACauE Eoy~E ~ y,~ ~ ~ rtrq ~ tkeanl LAST Ivi-•-F ~ Y~rt~ a . WA$AN AUTOPSY WERE AUTOPSY INDINQq MANNER OF ATM GATE OFINJURY TIME OF INJURY fNAMYAT WORKT DESCRIBE /1GNr PIJURY OCCURRED. PERFORMED'/ AMULABLE PRKN1 TO ,Mmes. Day. rear, COMPLETION OF CAUSE ~I OF OEATN7 NpvY ~Y N l ^ k~ om a t ^ r1a ^ NO ^ AeeiMn ^ Pa ,l d b ~ b ly n r wa gal n /y~~7 M. tea ^ Noyt.y Yea ^ Ne ^ SWCMe ^ CoiAE reA M ri«ermiMe ^ PLACE OF IWURV - Al lbme farm prM wpo OKlr:e LOCATgN S S ~~~ . , ry, , ( peeL , «le) f((( keaArq, etc. I5pscM, aea tes M. ,M. 701. CEIyTIF1ER ICMck yW easel •CERTIFYIND M(Y3ICIAN<PnW~yncenMSCratarosltr rfrsn argMw Pnvscwrnal yarotn.:ee aeaM anu tarnpNea Warn 7J1 Te M 4 , l w k S UR ANO TITUE OF CERT fj IE,R / . I / ei e rgM m7 ege,geatlr erxenW cue b eN uwalal errd mamrer as entice ....................... / ` ~ . ~ •PFIONOVNGND AND CERTIFYMO-HYSK-IANIRry9con EpMiyn~pmcwg peam arM Cerldyvy rocsusad tleam, LICE SE NVMBER DATE SKiNEA( ,Dry. C~ / n /~ / .. Te ew 0ec1 «my kro.rleagc, seem eeewrea a, ev Nme, cant, ease place, lase ew Ie 1M eaeNlq ease mennar n U«M ......................... . ^ ` ( 1 .J / ~ ,/4 -`-~'~"~' NAME AND ADDRESS Of PERSON WHO COMP ED CAUSE O~ N - •MEDICAI E%AMINER/CORONER (Hem T7, Typs or Print ~ ~ (wry-, OD C J O y On Ure Ci«e W eaamina,ien anNa lnves,Igstion, in my oDlnion, r,eNn ocounee M lase Ilme, di,e' ease plioa: me ew,p,ne cws(a) lase ^ rrlNlner leftNW ....................................................... .............. Na. . ~ , ( n~ / ~ ~ ~/ I/~ , ,,, REGISTRAR'S SIGNATURE AND DATE FILED IMmm.Oay, Marl ~ ~ p~t~ nnb l'~Itllll'II~ WILLIAM A. RITTER 21-02--1103 I, WILLIAM A. RITTER SR., of the City of Millville (Laurel Lake), County of Cumberland, and State of New ,Jersey, being of sound aad disposing mind and memory, and mindful of the uncertainty of life, the extent of my property, and the objects of my bounty, do hereby make and declare the following as and for my Last Will and Testament, intending hereby to dispose of all property over which I shall have at my decease a right to disposition, revoking all Wills and Codicils heretofore made by me at any time, that is to say: FIRST: I hereby direct my executor to pay all my debts, funeral expenses and expenses of my last illness as soon after my death as may be practicable. I further direct my executor to pay all estate and inheritance taxes, both Federal and State, and interest and penalties thereon which may be assessed by reason of my death, without seeking reimbursement from or charging any person for any part of the taxes and charges so paid. SECOND: I give and bequeath all ofd my tangible personal property to my children, hereinafter named, to be divided equally. THIRD: I hereby give, devise and bequeath all the residue and remainder of my property and estate, real, .personal and mixed, of which I die seized or possessed, or over which I may have testamentary control, or to which I may in any way be entitled,. of whatsoever the same may consist,. or wheresoever situate, to my executor, hereinafter named, for the following uses and purposes, to-wit: (A) One-half thereof to my son, WILLIAM A. RITTER JR., or if he shall predecease me, to his descendants, per stirpes and not per capita; (B) One-half thereof to my daughter, SUE ANN RITTER, or if she shall predecease me, to her descendants, per stirpes and not per capita; i • LASTLY: I hereby nominate and appoint my son, WILLIAM A. RITTER JR., as executor of this my Last Will and Testament, and in case he fails to became or ceases to act as executor, I nominate and appoint my daughter, SUE ANN RITTER, as executrix in his place. I direct that no surety be required on the official bond of said WILLIAM A. RITTER or SUE ANN RITTER as executor/executrix hereof. I give my executor the following powers and discretions, in each case to be exercisable without court order: (A) To sell at public or private sale, to retain, to lease, to borrow money, and for that purpose to mortgage or to pledge, all or part of the real or personal property of my estate; (B) To settle claims in favor of or. against my estate; and, (C) To execute and deliver any deeds, contracts, mortgages, bills of sale, or other instruments necessary, or desirable, for the exercise of his powers and discretions as executor. IN WITNESS WHEREOF, I have hereunto set my hand and seal in the presence of the witnesses whose signatures ,,- ~ appear below, this ~~~ day of ~P~E.-r~~•_ i _ in the Year of Our Lord, 19 ~~ WILLIAM A RITTER (2) • • The foregoing instrument was at the date thereof subscribed by the testator WILLIAM A. RITTER SR., in our presence, and was at the same time declared by him to be his Last Will and Testament, and we, at the same time, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as witnesses. And we do hereby certify that at the time of the execution of said Will, the testator was of sound and disposing mind, memory and understanding, and that the same was h~ free and voluntary act and deed. ~ ~~~ ~`11~ ~ ~ :~lG1f`~esiding at ~~ ~~ ~ 'G~~, O, ~ ~- ~~~ ~ NO'~ARY PUBLIG C~~ _ ~ `'~~~° My ~Nnm~ion Expires Sept. 26w i 996 ~~~e.-~)G`~-~-~ ,, Residing at y ~c~ [~~'j~ ~~ (3) /1- S'</- ;{ ~/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONLY REV -1500 INHERITANCE FILE NUMBER TAX RETURN RESIDENT DECEDENT 21-02-0763 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3.Closely Held Corporation, Partnership or Sole-Prop, 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) 10. Debts of Decedent, Mortgage liabilities, & Liens 11. Total Deductions (total lines 9&10) 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 (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal rate, or transfers under Sec.9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT KiK!\iM@EHi:%l!il'l%Ni!Wi*Q\*llI4._B*l!mmmttQNi~1{JiIQg_ID!l:lI'i~l$lr;iAtt!~iiI; '" " ~!::CI) u"'" ","-u IOO U"'--' ,,-", "- " "X,::,,:,':,.':Z 11. Election to tax wi Sec. 9113(A) t~lI!t~~1#UitAWlijf_Ai\WM!ffii\F'iiW;i ......... COMPLETE MAILING ADDRESS: I- Z W C W (J W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Ritter, William A., Sr. DATE OF DEATH (MM-DD-YY) 6/26/2002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME DATE OF BIRTH (MM-DD-YY) 4/20/1996 >- z '" o z o "- <f) '" '" '" o u 1. Original Return 4. Limited Estate o 2. Supplemental Return o 4a. Future interest Compromise o 7. Decedent had Living Trust 6. Decedent Died Testate NAME: Ronald E. Johnson, Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717243-0123 z o i= :5 ~ l- ii: <( (J W II:: (1) (2) (3) (4) (5) (6) (7) (9) (10) z o ;:: ~ ::l "- :::: o u ~ $0 $0 $0 COUNTY CODE YEAR NUM8ER SOCIAL SECURiTY NUMBER 209-12-9034 THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCiAL SECURITY NUMBER o 3. Remainder Return o 5. Fed. Est. Tax Return Req'd 0_ 8. Total number of SDB's Ronald E. Johnson, Esq. Andrews & Johnson 78 W. Pomfret St. Carlisle,PA 17013 $11,500.00 $0.00 OFFICIAL USE ONLY $0.00 $1,377.45 $0.00 (8) $12,877.45 $7,417.85 $28,895.34 (11) $36,313.19 (12) ($23,435.74) ($23,435.74) x.o_ x.045 x.12 x.15 $0.00 $0.00 $0.00 $0.00 $0.00 (15) (16) (17) (18) (19) ...._._._.......,_..._...._._._.........,_.........._._.......s.,. .........,....-........,.,.,..........-..........,..,.......".,-.., .........-.........,.,..............-....................".-.,"," ................-.-...-.....w.. Oecedent's Complete Address: STREET ADDRESS 301 Potato Road CI1Y STATE ZIP Carlisle PA 17013 If Une 1 ... Une 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 + SA. This Is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT mn~.w~1.mtf&m1ft&WJW-JR1i~ThW~t?1.4%gf.tJ..~Y*_;~~f~1J.J2ikt;1"_~~;:;i;:1@_$4$_&lt~ti:rftk.":f:t{:ftjii.~}'TJ*H%.tt*MFmf@Mr.JtMmWti:~%%@ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X. IN THE APPROPRIATE BLOCKS 1. Did decedent ma\(e a transfer and: yes no Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts Total Credits (A+B+C) 3. Interest/Penalty if applicable D. Inlerest E. Penally 4. Total InterestlPentalty (O+E) If line 2 is greater than Une 1 + Line 3, enter the difference. This IS the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. a. retain the use or income of the property transferred: b. retain the right to designate who shall use the property transerred or its income: c. retain a reversionary Interest: or d. retain the promise for life of either payments or care? 2. If death occurred after December 12, 1982, d.ld decedent transfer property within one year of death Without reoeiving adequate consideration? 3. Did decedent own an win 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 beneficiaiY disignation? (1) (2) (3) (4) (5) (SA) (5B) CJ CJ CJ CJ o o CJ $0.00 $0.00 $0.00 $0.00 ~ ~ ~ ~ ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST CQMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN, Under penalties of perjury, I declare that I htllVe examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. ADDRESS Street, Carlisle, PA 17013 REPRESENTATIVE DATE . /{Fo3 DATE r~mm*;.'1tt~lii't~:~.i<~~~t$ti?$it.t~t1,k~f$.~@f4~1f4~;,*~t$i~tJ.h:&F*hU_Rtli#ltl&fl$:wff'f~*tt%Wita%IN!tft~~~lw*tME1~rM~ 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 sUMYing spouse is 3% [72P.S. Sec. 9116(a)(1.1){I)] For dates of death on or after January 1, 1995, the tax rate imposed on the netvallle of transfers to orforthe use of the surviving spouse is 0% [72 P.5. Sec. 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 retum are still applicable even tf the surviving $pause is th-e onJybeneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net vahle of transfers from a desaased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptfve parent, or a stepparent of the ch"lld ls 0% {72 P.S. Sec:. 9116{a)(1.2)}. The tax rate imposed on the net vahle of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.5. Sec. 9116(1.2) {72 P.S. Sedl116(a)(t). The tax rate imposed on the net value of transfers to or for the use of the decedenfs $iblings i$12% [72 P.S. Sec.9116(a)(1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in cammof\ wtth the ~t, whether by blootI tII adoption. of. WILLIAM A. RITrER 21-02."~3 I, WILLIAM A. RITTER SR., of the City of Millville (Laurel Lake), County of Cumberland, and State of New ,Jersey, being of sound and disposing mind and memory, :and min9ful of the uncertainty of life, the extent of my property, and the objects of my bounty, do hereby make and declare the following as and for my Last will and Testament, intending hereby to dispose of all property over'which I shall have at my decease a ~i9ht to disposition, revoking all Wills and COdicils heretofore made by me at any time, that is to say: FIRST: I hereby direct my executor to pay all my debts, funeral expenses and expenses of my last illness as Boon after my death as may be practicable. I further direct my executor to pay all estate and inheritance taxes, both Federal and State, and interest and penalties thereon. which may be assessed by reason of my death, without seeking reimbursement from or charging any person for any part of the taxes and charges so paid. SECOND: I give and bequeath all of my tangible personal property to my children, hereinafter named, to be divided equally~ , , .THIRD: I hereby give, devise and bequeath all the residue and remainder of my property and estate, real, .personal and mixed, of which I die seized or possessed, or over which I may have testamentary control, or to which I may in any way be entitled,. of whatsoever the same may consist" or wheresoever s~ tuate" to my executor, hereinafter named, ~or the following uses and purposes, ,to-wit: , '.. :1;' (A) One-half thereof to my son, WILLIAM A~ RITTER JR~, or if he shall predecease me, to his d~scendants, per sti~pes and not per capita; i j I ~ (B) One-half thereof to my daughter, SOE ANN R~TTER, or if she shall predecease me, to her descendants, per stirpes and not per capita; ~~. --..,..._"--- -..----- LASTLY: I hereby nominate and appoint my son. WILLIAM A. RITTER JR., as executor of this my Last Will and Testament. and in case he fails to become or ceases to act as executor, I nominate and appoint my daughter, SUB ANN RITTER, as executrix in his place. I direct that no surety be required on the official bond of said WILLIAM A. RITTER or SOE ANN RITTE~ as executor/executrix hereof. I give my executor the following powers and discretions, in each case to be exercisable without court order: (A) To sell at public or private sale, to retain, to lease, to borrow money, and for that purpose to mortgage or to pledge, all or part of the real or personal property of my estate; (B) TO settle claims in favor of or against my estate; and, (C) To execute and deliver any deeds, contracts, mortgages, ~ills of sale, or other instruments necessary, pr desirable, for the exercise of his powers and discretions as executor. IN WITNESS WHEREOF. I have hereunto set my hand and sea1 in the presence of the witnesses whose signatures appear below. this A'/iCL day of (t7'::./U'../ . in the Year of Our Lord, 19 4_=5' fI!f#:. - aJt~~- WILLIAM A RITTER (2) The fore9oinq instrument was at the date thereof subscribed by the testator WILLIAM a. RITTER SR., in our presence, and was at the same time declared by him to be his Last Will and Testament, and we, at the same time, in his presence, At his request,' and in the presence of each other, have hereunto subscribed our names as witnesses. And we do hereby certify that at the time of the execution of said Will, the testator was of sound and disposing mind, memory and understanding, and that the same was he. free and voluntary act and deed. dt~I2~A~esidin9 at ~:;:::::t:~3~ N01l\RV pUBLIC OF NC''N JERSEY Myc.-, II . ~E>qlirs8SoIL26.1996 "'-Il... ~~I~~ ~ I) Residing at \n..o D j},;J I/) 1"-\ M~'3 (' ) (3) j SCHEDULE A REAL ESTATE FILE NUMBER ESTATE OF WilIiiam A. Ritter, Sr. (property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value with is defmed as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts. ITEM DESCRIPTION NUMBER 21-02-0763 VALUE AT DATE OF DEATH I All that certain tract ofland situate in Upper Frankford Township, Cumberland County, Pennsylvania, being known and numbered as 301 Potato Road, Carlisle, PA 17013 See Cumberland County Deed Book 114, Page 1157 Property sold (see settlement statement attached) $11,500.00 TOTAL (also on line I, Recapitulation) $11,500.00 Fliday,Jarkllllly10.2000 11:19AM To:Sllelly From: Rebecca L Hotr')'. 717532S5S2 Page::2 of 3 A. Settlement Statement U.s. Ocpa1'i'ne1'll of Housing OM' "" . ~ g~ 2. DFmHA 3. Oconv.UIlinl;. !6.FileNumbcr I 7. LomNlunbu J s. MDrtpse Inmrana: Cae Nwnbrz ,ne_... 0 C.Note; _m.~v~.o_e.r__~~lllI~e~~:u.v..--.tinfllrl~ P\IlXIMI.rd.... nulne:LIllII:lmlllr'llilIlI. WAAt.lN~ It.. ert...IDInM~..... II -"::k1.~-t:,'rusr'"c:.~ m" :r~:i~ ~f-I" '4'0" ~e\kIn I ~.m ,Forcltllll _:, etiD~, ncl 11 D. NAME OF BORROWER: Joff>ey A Pittmao .nn...'" E, NAMEOFSIiLLEll: Bttate of William A. Ritter, St. .nn...'" . F. NAME OF LENDER.: ,=..". G PROPERTY ADDRESS: 301 Potatoc Road. Corlial~ PA H. SETTLEMENT ACIElNT: South Cem:ra1 Home Settlements, lr1c.. telephone: 717-532.73S7Fax: 717.532--6552 7 J. s'JJtli, ~ 04"'" t':lR 10n r,;~ss AM N "'1l<l.R~eR T OUET , 11 500.00 C U SOO.OO . M .... 378.50 ,~. "" , .81IM'I'." :ftwltemsnmdhllullerlnaMl'I'lA ''''. 'DO ... 0.11.10/2003 ... 0'/30/2003 78.68 ... 01/10/2003 r. 0'/30/2003 7B.68 , ,os. ... ",. 41ft. ,,,. '" ",. '" , 11 957..18 1.1 !7S.6B 200. !1M 'Z1' _, 11 500.00 _. h Do -' 202. PnTJaallm - . to.......,..,. 40D 1 :SU.3, "" - .... ~ , 000.00 '" - 2DO. - ZI'I. I.~ 211I. ,- .... - ." .." '" 01. Q.1 2003 01 10/2003 .., ... 01 01 2003 to 01/10/2003 .., .., ..,. .., ... ... '0' I... I..,. ... I.... Il' I.... ... 1 220 11 500.17 ~ TM" 10 352.315 1 '"0 ~ ~ eA.' '"" ."" 11 957.18 11 578.68 I"" 11 500.97 ..", 1. 362.36 '"' "'.21 I~ ,.. . ....3. Sl.Il~FORM'08IiI ZU!RST"'~: '"" ntvmlllllIIl~ftll'Wll'''''''_InIOl'm111C11lIndI'l*ftS:rrl''''dtothtl''''''' "-'11.$"';(>>. 11~0II"'~rwdtoflllrtllrn. r~~<<h~=D~::":':t:~~''''''I'!'lII:I''l"Idrobtltp(VlldlRlhlRSO<<IrmhIs tlwrabtM/"Cll$d. 'TIwCcrlnltt9IHSPrllll,,"l:IIbldOll =~~~::'Io-~~~~=~b'::'l'~D.SI6t\ll'~'~'ol'F'r1r";tDlO~_.Ior_"I'l._\IIU"I_"'''''''':lorOlll''~'''. =.=-~~=:~r;~=(~:rJ:~~.lnI.r~...tir.r~':Y.ru~~~~::=~.~=="O=M=~=~ nN: SEUER(SlSlIWl>.Tl.REI91: S9..l.!:RlSI~IIWLWG,lOOR~ Tiflcll.2pR-Sett1a1l:ClII.8ystcmPEiDledOlllor.tOO311l11:16 REV.~I(Y86) Frlday,J11UlY10,20Q3 11:19f4M To: Shelly FI'tII'Il:ReblecaLHoIry, 7175326551 P6g6:3tl!:'J U.S. DEP.-'RTNENTOF HOUSING AND tJRBAl<l DEVBLOPMENT F.[leNwrlber.O:z?IT'IMA!IIJEFF - NT "'TATEMEI>IT ..=, PAID FFtOM PAlO FROt.4 ,M U 500.00 I &.000 _ no.cc BORROWER'S SELLER'S ~ FUNOSAT FUNDSAT ~, . ... S~eJ: and 1~eJ: SETTLEMENT SETTLEMENT 6'0.00 ~ _.- 69 ,00 .~ ,~." .", . "" .M n ~ ... - .. ..AoICllkln' _.~ ~I ""'~ V T - ... .. "" ... -, I ) WITH. l=NDl=1;!: 'M' 1M. .~~ .~ 3..28 lntll_..1Ti 1.3.1.2 tM'~__, .... .... . tI"' " - .... :Rm:l Joh!WOll:l. ". .. 3!50.00 .... -.... . .... I.. Wej,Il'~. .JICd A8:.ooJ.atu 2'!5.00 ..~ ...' ..~ ..., .... .1.1 500.00 - .... .... >R.'. ,.-.-< ~, .... n 11.5.00 1U.OO ~... .- .... a 115.00 '.. .. J.1s:-no .~. .~. .... Ilh:l.r~-" Az:aold. 351."1 ... Sh1rl-.. ~ld .I.15l!i.41!1 1M' 1M. .....~.. .- .~._, ,~.~ 371!1..50 1 361. 3' l-llOC6I1\I'ItATl(tolCFamR>>CJ9El.l.ER ~'==~~~J.~r:~e:::t~~~t:~bflel.~llltruI nllCOnfeIDrrwrollllrlC:i!iPIIIRdclltu1lnwalnllllonrwylCOUCorby we Jdm7A.Piitlm:n 1)~/A~. '- a ~~. ~cf\VilliamA,R:iau.S:t. r:~~J,T'It'l~~'1~=~~~~~~~~~ CN'lINCl.UOE!AFllE N<<J I....RlSOloMNT.FOR DET....~s see"'Ti1U:'11: us. COI)f; secnON 1Ol:l1 JIKl Sl!!cnON 10\0. n-~I$tIIIlmtrt~N*:hl~/I'WIIr1Id"lrwlM~ICCllU'llrtthll~CII'\ l..-tIIU11d cr..........,.. Ud\l:l"'C1lOl1Wdln.ecvrdn:;lfCl'lli.~ .. ......'1:. 1iIlebprc. SI:t1Jmezt Syftem Pmdecl OVUlr.IOO311.11:16 ftEV.HUD-I(3ra6) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER William A. Ritter, Sf. (All property jointly.owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 21-02-0763 VALUE AT DATE OF DEATH I Checking account no: 8892443675-M&T Bank (See statement attached) $968.83 2 Jeffrey A. Pittman - reimbursement for school real estate taxes paid ir advance $78.68 3 Savings account no: 11710.0 - Airwork Federal Credit Union $88.68 4 Clerk of Courts - restitution $17.50 5 V A Medical - overpayment refund $3.27 6 Adams Electric Co-Op - patronage account $68.94 7 State Farm Ins - insurance refund $151.55 TOTAL (also on line 5, Recapitulation) $1,377.45 ,~~ IV.l&l .PanK '. . ACcoUNl NO.. 'ACCOUNT TYPE STATEMENt.PERIOO PAGE JUL.04-AUG.02}2002 1 OF 1 8892443675 HIT DIRECT CHECKING 00 o 04319M NH 017 42502 WILLIAM A RITTER SR 301 POTATO RD CARLISLE PA 17013-7754 HIGH STREET-CARLISLE ACCOUNT SUMMARY 968.83 NO. o """C'ECI<S:PAl NO. AMOUNT o 0.00 ':: . H' "". SUBTRACTIONS NO. AHOUNT 1 68.83 liALANt& . 0.00 0.00 ACCOUNT II . NIl . ",DATE:' ..........".....--...".,-......-. "..'- .-- p' ... ':.', ."f~~IlS~efl:tJIi. il~se~:iPT:ioll.."" 07-04-02 8EGINNING BALANCE 07-05-02 CLOSEOUT 968.83 $968.83 0.00 ENDING BALANCE $0 .00 YOU CAN GET THERE FROH HERE! PROTECT YOUR FAMILY ALONG THE WAY WITH INSURANCE SOLUTIONS FROH H&T. H&T INSURANCE SERVICES, A DIVISION OF HIT BANK N.A. OFFERS LIFE, DISABILITY AND LONG-TERN CARE INSURANCE. INSURANCE REPRESENTATIVES ARE AVAILABLE IN YOUR LOCAL BRANCH TO HEET WITH YOU AND DISCUSS YOUR NEEDS. CALL 1-BOO-724-9949, OR STOP BY ANY H&T BANK BRANCH TO SCHEDULE YOUR FREE INSURANCE ANALYSIS. INSURANCE PRODUCTS: ARE NOT DEPOSITS-ARE NOT FOIC-INSURED_ARE NOT INSURED BY ANY FEDERAL GOVERNNENT AGENCY_HAVE ND BANK GUARANTEE. INSURANCE PRODUCTS ARE OBLIGATIONS OF THE INSURANCE COHPANIES THAT ISSUE THE POLICIES. LOOM (t2lS3) SCHEDULE H FUNERAL EXPENSES, ADMINIS1RATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER William A. Ritter, Sr. 21-02-0763 A. (All property join11y-owned with Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION AMOUNT NUMBER Funeral Expenses: I Ewing Brothers Funeral Home $4,839.00 2 Administrative Costs: I Personal Representive Commissions Social Security Number of Personal Representative: 2 Attorney fees to Andrews & Johnson $550.00 3 Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip 4 Probate Fees to Register of Wills $79.00 Miscellaneous Expenses: 1 Cumberland County Tax Claim Bnrean - deliquent real estate taxes $486.48 2 Sprint - telephone bill $28.19 3 Sprint - final telephone biII $15.54 4 Adams Electric Corp., Inc. - past due electric serve $47.28 5 Spencer & Spencer Realtors - real estate commision $690.00 6 Ronald E. Johoson, Esquire - attorneys fees incnrred npon sale of property $350.00 7 Recorder of Deeds - 1 % transfer tax $11500 8 Shirley Arnold - 2002 county/twp taxes $39.41 9 Shirley Arnold - 2002 school taxes $166.98 10 Jeffrey A. Pittman - reimbnrsement for unpaid county/twp real estate taxes $0.97 11 Register of Wills - P A Inheritance Tax Return filing fee $10.00 TOTAL (also on line 9. Recapitulation) $7,417.85 B. C. SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER William A. Ritter, Sr. 21-02-0763 ITEM DESCRIPTION NUMBER AMOUNT 1 M & T Bank - outstanding real estate mortgage (See statement attached) (NOTE: the actual outstanding principal balance due on the mortgage as of the date of the decendent's death was $19,964.73. This mortgage far exceeded the actual value ofthe property and M&T Bank agreed to accept the sum of$9,000 as payment in full). (See M&T Bank letter dated December 23, 2002 attached) $19,964.73 2 M & T Bank - line of credit account no: 4258074502935691 $440.19 3 American General Financial Services - outstanding loan balance $4,495.00 4 Sears Credit Card-account no: 03-63424-78970-I-outstanding bal $294.55 5 MBNA America credit card acct no: 5329-0525-7168-0945 - outstanding balance $466.98 6 PepBoys credit card acct no: 6019-1809-0568-1975 - outstanding balance $428.95 7 First USA credit card acct no: 4417-1280-7541-2963 - $906.88 outstanding balance 8 Capital One credit acct no: 5570-0922-0715-0661 - $385.89 outstanding balance 9 Baxter Drew Wellmon, II, D.O., PC - outstanding medical bill $20.76 10 Bronstein Jeffries, P A - outstanding medical bill $61.70 11 Philip D. Carey, MD - outstanding medical bill $18.38 12 Carlisle Digestive Disease Assoc. Ltd - outstanding medical bill $39.07 SCHEDULE I (continued) DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF William A. Ritter, Sr. FILE NUMBER 21-02-0763 ITEM DESCRIPTION NUMBER AMOUNT 13 Carlisle Imaging Assoc. - outstanding medical bill $23.88 14 Carlisle Regional Medical Center - outstanding medical bill $812.00 15 Central Penn Medical Group - outstanding medical bill $17.93 16 Graham Medical Clinic - outstanding medical bill $176.64 17 CPOZ Billing Center - outstanding medical bill $53.27 18 Cumberland Ear, Nose & Throat - outstanding medical bill $33.64 19 Lancaster lIMA Physician Mgmt - outstanding medical bill $20.95 20 Moffitt Heart & Vascular Group - outstanding medical bill outstanding balance $151.49 9 Baxter Drew Wellman, II, D.O., PC - outstanding medical bill $20.76 10 Bronstein Jeffries, P A - outstanding medical bill $61.70 TOTAL (also on line 10, Recapitulation) $28,895.34 B8/28/2002 B9:28 717249BB17 WAYNE SHADE AUG-Zl-ZOOZ 02:44P~ F<O~ & T SANK +T1724l14515 PAGE 62 T-lST P,OOllOO; H45 Page: 1 Document N~: sessiona ..- ,..,_.... .-.---'- '-. ..-... "'- - -- ._~ ~- PS!lLILNl CUlItomer service workstation 14:41:3~ nRN6ZN Moan payoff/Closeout oa/oa/23 PAY01"1' ])ATE RSQUESTSIl IS Ii~ NEXT om: DATE, FIGURE IS ON,LY AN I!:STIMM'lil, P:wBASE CALL BAC!: CLOSER TO PAYOFF DATIIl Account #: 100001i$046~40001 Pr~ct, tLR SubCode: 1'l&T :BANK Title 1. WILLIAM A RITTER SR $SN/Tt5: a09129034 2: package: Status : ACTIVE SIMPLE INTEREST Principal Bal.iU\ce , OUtstanding Balance: Interest Due Inter".t Rebate Late ClIarg.. !:)us Pre-payment Penalty: !l"..Bw:ance Rebate I Dealer It..!:!a!:.. Ilisc Charges Due $19.964.73 N/A $306.00 N/A $10.00 .00 Total PAyot f t>ue Total Payotf Date Good. Wltil 2: 00 pm $20,280.73 08/27/02 * Per Diel1\ 5.46431 $.00 P2 Optionsr3 Main Menu Fl1 Title r12 Previous -- Date: 8/2~/ 2 Time: 02:42:45 ?M V~L.~~.~~~ l~;~HM M&I C()LL~CI1UNo NO.636 P.C: PI M6ll'Bank December 23, 2002 William A. Ritter St. 301 Potato Rd. Carlisle, PA 17013 RE: Aecount: #I 10900189046240001 Balallco: $20,955.52 To Whom It May Concern: At this time, MelT Bank will accept $9.000.00 as payment in full on this account, if received in ow: office by 12131/02. The credit bureau will be llotified of the change on this account to read paid in full, the lein will be zeleased upon clearanoe of funds. Along with the funds, please forward 1\ copy of our lein information for this property. This is required to speed the discharge of morlgaae process. Please remit your payment to your nearest M &T Bank. or express mail it to the addrtlls below. M&T Bank, NA Amherst Center-2nd FL 1100 Wehrle Drive Williamsville. NY 14221-7748 Attention: Mr. Buc~owski Please eaD (800)-7Z4-244S x 4892 or (716)-630-4892 if you have llDy qUlI$tiOIlll. .. SCHEDULEJ BENEFICIARIES ESTATE OF FILE NUMBER ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSillP AMOUNT OR SHARE NUMBER OF ESTATE I William A. Ritter, Jr. 81 Miramar Drive, Pennsville, NJ 08070 son 100% William A. Ritter, Sr. 21-02-0763 ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 AFFIDAVIT OF MAILING I, . ~ I I ~~'~ S~ UC,~ ,declare under penalty of perjury that on the date indicated below, I placed the envelope for collection and mailing on the date and place shown below following our ordinary business practices. On the same day that correspondence is placed for mailing, it was deposited in the ordinary course of business with the United States Postal Service in a sealed envelope with postage fully prepaid. Personal Representative: WILLIAM A RITTER JR 81 MIRAMAR DR PENNSVILLE, NJ 08070 Attorney for Estate: By: ._~~ Date IN RE ESTATE OF: WILLIAM A RITTER SR AFFIDAVIT OF ACCOUNT The undersigned, being first duly sworn deposes and states the follows: Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit. 2. Your Affiant has reviewed the account records of the Claimant with respect to the decedent. Your Affiant is familiar with these records and accounts and reviews them as a regular part of her duties. The Decedent purchased merchandise in the amount o1~ $ 294.55 evidenced by account number 0363424789701 4. The unpaid balance does not include any post-death late payment charges, accrued interest, collection costs or attorney's fees. Further your affiant sayeth not BALOGH BECKER, LTD. By: ~~~ One of its attorneys: Michael C. Conn. Chelsea A. Jagusch Angela M. Horn Michael D. Johnson Cyrenthia D. Jordan 4150 Olson Memorial Highway, Suite 200 Minneapolis, MN 55422-4804 Subscribed and sworn before me This ~ day of P,C~ ~~ , 2002. ~.. Notary Public ALLISON R KES8LER NOWy WrClk ~~ _•4~ Ni11M~Ot~ IAr C011N1. E+pn~ .tM1 1t. IQOi Name of Decedent: Date of Death: ~ ~ ty ~ ,~ ~ ~ ~ ~--= Will No. ~ ~~ ~ ~~ 7 ~~ ~ Admin. No. ~~ ~ ~ ~ ~ ~ ~ 7J To the Register: I certify that notice of (beneficial interest) estate administration 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 Name Address IJ ~>x ~ ~ ~ ~C.~,<i t ~~ ~~~~ `~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: `~~ ~~ ' `- Signature ~iJ ~J~,~.c~-v„ ~ ~~ J~ Name ~~~ ~ It ~ ~! ~ ~ _ ~( . Address ~'~~~ ~-~ ~~C ~ r ~~ ~ Telephone (~(~ ~ ~ ~-~` C ~/ Capacity: ~ Personal Representative CERTIFInCATIj~ON OF NOTICE UNDER RULE 56(a) u r.~/ A I~ ~ ~E ~ S i Counsel for personal representative 3RD/June 30, 1992/17858 In Re: Estate of WILLIAM A BITTER SR Late of UPPER FRANKFORD TOWNSHIP Estate No.: 21-02-763 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO.21-02-763 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: WILLIAM A BITTER JR Counsel for Personal Representative: Date of Grant of Original Letters: 08-22-2002 Date of Delinquency Notice: 12-02-2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on DECEMBER 2, 2002, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e} the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 01-02-2003 '~ l~v~, Register o Wi s Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for ~ ~~ ~ ~,~- at = 3 c~ ~ hi~ - In Courtroom No. 3. If the Certification of Notice is filed prior to the hearing date, the hearinwill automatically be cancelled. r~; ` ,~~. r t ' 1 G te. George E. Hoffer, P.J. O v ~ ~ ~ _v o ~ i~~~ ~ ~~ ~ °J o ~ a~ n~ a rn 0 rn 0 rn 1 I~ ~ r ~` r ~ ~--~ ~. 1,~ ~ ~~~ _' ~, ~ , -Cc ~ ~ V -... (~ ~,~a 1 DMq ' rL ~H p ~ z, ---~.. ~ ~~ ~ ~ r ~~"~~"~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 1712s-obol NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (01-03) DATE 04-07-2003 ESTATE OF RITTER SR WILLIAM A DATE OF DEATH 06-2b-2002 FILE NUMBER 21 02-0763 COUNTY CUMBERLAND RONALD E JOHNSON ESQ ACN 101 ANDREWS & JOHNSON Amount Remitted 78 W POMFRET ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ - ---- -- - - -- -- - - - - - - -- -- --------------------------------------------------------------------------- REV-1547 EX AFP (O1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSM ENT OF TAX ESTATE OF RITTER SR WILLIAM A FILE N0. 21 02-0763 ACN 101 DATE 04-07-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule Al (1) 11,500.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of thi s fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,377.45 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7] .00 8. Totai Assets (g) 12,877.45 APPROVED DEDUCTIONS AND EXEMPTIONS: 7,417.85 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (101 28,895.34 11. Total Deductions (il) 36.313.19 12. Net Value of Tax Return (12) 23,435.74- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .00 14. Net Value of Estate Subject to Tax (i4) 23,435.74- NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) •DO X 045 . .00 17 . Amount of L ine 14 at Sibling rate (17 ) . D O X 12 - . 0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 - .00 19. Principal Tax Due [19)= .DO DATE ~ NUMBER ~ INTEREST/PEN PAID [-) ~ AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .DO INTEREST AND PEN. .00 TOTAL DUE .DD * IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ,~ WELTMAN, WEINBERG & REIS Co., LP.A. ATTORNEYS AT LAW COLUMBUS 323 W. Lakeside Avenue, Suite 200 614.228.7272 Cleveland, Ohio 44113-1099 216.685.1000 CINCINNATI 513.723.2200 www.weltman.com PITTSBURGH 412:434.7955 DETROIT 248.362.6100 November S, 2002 Register Of Wills One Courthouse Square Carlisle, PA 17013 Re: Estate of William Ritter Case No. 21-02-763 Our Client: First USA Bank, N.A. Account No. 4417128075412963 Balance Due: $988.59 Our File No. 02744866 Dear Clerk of Courts: This law firm represents First USA Bank, N.A. in connection with its claim which we wish to file on our client's behalf into the estate of William Ritter, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee for this claim. Our client's claim is based upon its account number 4417128075412963 in the amount of $988.59. Included with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney and/or fiduciary of this estate. It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the undersigned. Thank you for your cooperation in this matter. Very ; ly y, urs, S ," J,~~~~ ~ `L an "Wilson Legal ssistant (216) 685-1030 DEJ:daw Enclosures cc: William A. Ritter, Jr.;Fiduciary WWR#02744866 F~RM 93-O.C. DIVISION IN THE COURT OF COMMON PLEAS of CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF No.21-02-763 of William Ritter , Deceased Goods and services purchased on Visa card First USA Bank, N.A. Account No. 4417128075412963 (''I .ATM To the Clerk of Orphans' Court Division: Index and make proper entry in your official records of the claim of First USA Bank, N.A. c/o Weltman, Weinberg & Reis Co., L.P.A., 323 West Lakeside Avenue, Suite #200, Cleveland, Ohio 44113-1099 (Claimant) in the amount of $988.59 against the estate of the above named decedent. This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code. The said decedent, who resided at 301 Potato Road, Carlisle, PA 17013 ,died on June 26 ,2002. (Address) Written notice of this claim was given to William A. Ritter, Jr., Fiduciary. 81 Miramer Drive, Pennsville NJ 08070 on (Personal representative, if any, or counsel} /~.~t.~. ~ r~ (~ y ~ , 2002. ~~ ~ (Claimant) DeJuan L. Wilson, Agent for the Claimant c/o Weltman, Weinberg, & Reis Co., L.P.A. 323 W. Lakeside Ave., Suite200 Cleveland, Ohio 44113 (Claimant's Address) r ~~ LAw FIRnn BALOGH BECKER, LTD. JAMES A. BALOGH - MN 4150 OLSON MEMORIAL HIGHWAY, SUITE 200 OF COUNSEL: GARY W. BECKER - DC, FL, IL, MN, WI MINNEAPOLIS, MINNESOTA 55422-4804 LITOW LAW OFFICES, P.C. MICHAEL C. CONN - MN TELEPHONE 763-852-8440 (IOWA) CHELSEA A. JAGUSCH - MN, WI FAX 763-852-8499 LUSTIG, GLASER & WILSON, P.C. ANGELA M. HORN - MN TOLL-FREE 888-762-9997 (MASSACHUSETTS) MICHAEL D. JOHNSON - MN CYRENTHIA D. JORDAN - MN 11 /27/02 CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE, #102 CARLISLE, PA 17013 Re: In the Estate of Probate Case No. Social Security No: Last known residence: Our Client: Account Number: Amount of Debt: Dear Sir or Madam: WILLIAM A RITTER SR 21-02-763 209129034 301 POTATO RD CARLISLE;, PA 17013 SEARS, ROEBUCK AND CC-. 0363424789701 294.55 Enclosed please fmd a Creditor's claim to be filed in the record with the above-referenced Estate. Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions or concerns, please call our fum toll free at 1-888-762-9997. Cordially, /s/ Chelsea A. Jagusch Balogh Becker, Ltd. Attorneys for Claimant Enclosures A check for $5.00 for the filing fee. cc: Attorney for Estate Personal Representative This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter is from a debt collector. PCRTCOV 2433 11/25/2002 862885 I~ COMMONWEALTH OF PENNSYLVANIA COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHANS' COURT DIVISION NOTICE OF CLAIM In Re: The Estate of: Court File No: 21-o2-7s3 WILLIAM A RITTER SR Deceased TO: THE CLERK OF THE ORPHANS' COURT DIVISIOf'tJotice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2). 1) Claimant's name: SEARS, ROEBUCK AND CO. C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL 2) Claimant`s address: HWY #200 MINNEAPOLIS, MN 55422 8887629997 3) Creditor listed below is the owner and holder of a claim in the amount of 294.55 4) The facts upon which this claim is based is an account for credit evidenced by the attached Affidavit of Account Stated. 5) Decedents address: 619 N HANOVER ST CARLISLE, PA 17013 6) Date of Death: os/2s/o2 7) That the claim arose prior to the death of the decedent on or about 8) That the claim is secured by On behalf of the claimant, I do solemnly declare and affirm under the penalties of perjury that they Information and representations made herein are true and correct to the best of my knowledge, information and belief. -- / :.- Chelsea A. Jagusch/Angela M. Horn, Attorney Written notice of claim was given to Personal Representative and/or his/her counsel as stated below: WILLIAM A RITTER JR Sears, Roebuck and Co., for itself and as Name servicing agent for any entity having an 81 MIRAMAR DR interest in the receivable evidenced by this City/State/Zip _See attached Affidavit of Mailing Date notice mailed Address PENNSVILLE NJ 08070 Claim. c 1~~~~~1~ FORM 93 - O. C. DIVISION IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE (Claimant) OF j } No. 2102763 of 2002 } WILLIAM A BITTER } ~~ (Deceased) ------"~"~ CLAIM To the Clerk of Orphans court Division: Index and make proper entry in your official records of the claim of OMNIUM FINANCIAL RECEIVABLE SERVICES for MBNA (Claimant), account # 5329052999362381, in the amount of $603.12 against the estate of the above named decedent. This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended. The said decedent, who resided at 619 N HANOVER ST, CARLISLE, PA 17013-1934, died on June 26, 2002. Written notice of this claim was given to , , , (Personal representative, if any, or counsel). Wi(~~Qm ~~~ ~~}~, ~~ ~1ir~m~ry fir, ~~r~~su~Ile, ~~ D~"~~D. February 12 2003 G~ ,~~~ OMNIUM FINANCIAL RECEIVABLE SERVICES 7171 MERCY RD, SUITE 400 PO B OX 6618 OMAHA, NE 68106 800-999-3778 (Claimant's Address) X d 0 W N ~ > d ~~", H `~ ~ ~ c O ~ r-+ ~ Cd ~v W Q A N ~ Z ~ W ~ vs 3 ~ 0 W w d O Q M O~ O W • CLIENT: MBNA-CREDIT CARDS BACKLOG ACCOUNT: 81211671 STATUS: ACTIVE STATUS PACKET: More... CONTACT INFORMATION ADDRESS INFORMATION PHONE INFORMATION _ CONTACT TYPE: PRMCON LANGUAGE: ENGLSH PHONE TYPE: HOMPHN PREFIX: RESP: PRMRSP R ST AREA CODE: 717 FIRST NAME: WILLIAM PREFIX: 776 MIDDLE NAME: A NUMBER: 7299 LAST NAME: RITTER _ EXTENSION: 00000000 EXTENDED: ANSWER CODE: SUFFIX: SSN: 209129034 _ AIL CODE: MAIL CALL CODE: CALL CLI REF#: 5329052999362381 REASON: 42-CLAIM FILED ADDRESS TYPE: PRMHOM STREET: 619 N HANOVE CITY: CARLISLE STATE: PA ZIP CODE: 17013 1934 COUNTRY: US M EVENTS BALANCES ADJUSTMENTS PAYMENTS ACCOUNT STATISTICS CURRENT BALANCE: 6 3.1 000 ADJUSTED BALANCE: 0.0 0000 LISTING BALANCE: 6 .1 000 PROMISED PAYMENTS: 0.00000 PRINCIPAL PAYMENTS: 0.0 0000 LOCAL LISTING BAL: 0.00000 More... C'ar+d ,Services F.O. Box 8726 Dayton, OH 45401-8726 Friday, March 21, 2003 Clerk, Probate Court Cumberland County, Pennsylvania Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of William Ritter Case No: 21-02-763 It would be appreciated if you would refer to the item(s) marked below: Pursuant to our telephone conversations, find the enclosure(s) marked below. The enclosed is for your information and files. If the enclosed meets with your approval, please sign and return to our office X Please file the enclosed on our behalf and return atime-stamped copy to our office. X Our check is enclosed in the amount of $5.00 Please forward us a receipt. X Aself-addressed, stamped envelope is enclosed for your convenience. An Affidavit of mailing. Thank you for your assistance with this matter. Very truly yours, ~~~ ~ HEIDI K. ORTIZ (888) 676-2722 x48535 Enclosure (Business Reply Envelope). Estate of William Ritter, Deceased Case No: 21-02-763 AFFIDAVIT IN PROOF OF CLAIM STATE OF OHIO) MONTOGOMERY COUNTY) The undersigned, Carol Hammond being first duly cautioned and sworn, states that I am the authorized representative for GE Capital Consumer Company. GE Capital Consumer Company is the owner of a claim against William Ritter on a Jewelry Express Account No. 6019180905681975, acopy of which is attached hereto and made a part hereof: that there is now due and owing on said claim the sum of Three Hundred Ninety Two and 801100 dollars ($392.80) with interest thereon at the rate of Twenty One and 981100 (21.98%) per annum to 06/26/2002 dollars; that there are no payments on said claim in the way of discounts otherwise: and that there are no set offs nor counterclaims against the same. ~~~ C~ Carol Hammond Representative for Claimant Monogram Credit Card Bank of Georgia C/o OH3-4233 P O Box 8726 Dayton, OH 45482-0278 i-838-676-2722 ext.48536 Sworn to before me and subscrit Mininwm Paymentbue Payment pue Dale New Balance AcCOUrK Number Nhfte in Atntxtnt of Payment e^ru/osed $19.00 07/25/2002 $392.80 6019 1809 0568 1975 $ Address change? Check here and complete the reverse side Moir Pnymenr To: GE CAPITAL CONS CARDCO PO BOX 9001557 LOUISVILLE KY 40290-1557 !4029015577! Encbse This Coupon With Your Payment. Make Check In U.S. Dollars Payable to: GE CAPITAL CONS CARDCO WI~L~LI~AM RI~$E~R 301 POTATO RD CARLISLE PA 17013-7754 000000 !170137754014! 601918090568197500001900000392808 Detach Here PEP BOYS C C O/G E CAPITAL CON C C GE CAPITAL CONS CARDCO AG~UtI'NT iNFOFfMA'riQN - - - Accaunt Number Statement Date Payment Due Days This Credit Limit Credit Available Date Period 6019 1809 0568 1975 06/26/2002 07!2512002 31 $500.00 $107.00 Previous Balance $434.91 + New Purchases -Payments $0.00 $50.00 +/- Credits, Fees and +/. FINANCE Adjustments (net) CHARGE $0.00 $7.89 =New Balance $392.80 TRAN SA T ION'SUMMARY' Post Date Tran Date Re%rence Number Descri ion Amount 06117 06126 06117 06/26 P907200HT01 EFV5HH PAYMENT -THANK YOU `FINANCE CHARGE' $50.00 CR $7.89 ~rN~ntt^~ r.~rec~rF ~rrMMa ~r __ _ __ How Your Portion O(Average Daly Computed on Dar7y (OJ Corresponding Perodic FINANCE FINANCE Balance Average DaDy Periodic Annual CHARGE CHARGE Principal Balance Rate Percentage Was Calculated Rate Purchases $.Ol AND ABOVE $422.67 .06021% D 21.98% $7.89 I ANNUAL PERCENTAGE RATE 21.9600% Total Periodic FINANCE CHARGE $7.89 I GI~-RDHQLDER'N WS 8 INF R AT 4N Your periodic rate and ANNUAL PERCENTAGE RATE may vary, except in Puerto Rico. "NOTICE: See reverse side and additional pages (if any) for important information concerning your Account." This Statement is a Facsimile -Not an Original 5302 0000 SCD 2 7 26 020626 Page 1 of 2 9072 0900 BBP7 OlAG5302 00000000 STATUS REPORT UNDER RULE 6.12 ' ~; ~ i .. Name of Decedent: ~.~1 t ~ ~ ? ~ ^-; ~~, ~ ,~~`'/ Date of Death: ~" ,,~, ~ ` ~ C~ () ~--~ F'~\~~ 2oc~~,-oo- Oo7~3 Will No.: Pa ~ `-a 1,- ~ ~ ~„ ~ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did tl~e ersonal repr~ entative file a final account with the Court? Yes ~ ~ No ~' b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and maybe attached to this report. Date: Q~ ~ ,~ .. Signature Name Address Telephone No. Capacity: ersonal Representative Counsel for personal representative C,~-~