HomeMy WebLinkAbout04-15-15 J 15a5614134
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REV-1500 OFFICIAL IISE ONIY
BureauollntlivitlualTaxes INHERITANCETAXRETURN CounryCotle Year FIIeNumber
PO BOX 280601 2 L 1 S O 1 1 1
Harrisburo PA1�t20-o6o1 RESIOENTDECEDENT
ENTER DECEDENT INFORMATION BELOW
Socidl$ecuri[y Numbe� Oat¢o/Deat� MMDOYVYV Dale Of Bitlh MM��YVYV
SURIx Oecedenfs First Name MI
R I T T E R A D E L E K
(If Applicable)Enter Surviving Spouga a Informatlon Below
Spouse'sLastName Suffx SOouse'sFirsWame MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original ReNm � 2. Supplemen�al Re[um � 3. Remaintler ReWm(date of tleal�
Priorto 1]43-82)
� 4.AgricWture ExemO�ion � 5. Fulure Interest Compmmise(data o( � 6.FeEeral Es�ate Tax Relum Required
(ealeoldeathanorafler]-1-2p12� tleetheflerl2-12�2)
Q ]. DeceGent Oietl Tes�a�e � 8.Oecetlent Maintalnetl a Living Tms[ 0 9.Total Number of Safe�epasit Boxes
�AtlachwPYolwill.) (AtlachcoDYoltmst)
� 10.Liligation Proceeds Receive0 � 11. NomPmbate Transferee Return � 12. Deferzal/Eleclion af Spousal Tmsis
(Sc�edula F anG G Fssels only)
❑ 13. 9usiness Assets ❑ 14. Spouse is Sole BeneOciary
(No[mst Imolvetl)
COftRESPONOENT�iN15 SECTION MIISi BE COMPLETED.ALL CORRESPON�ENCE ANO CONFIDENTIAL TA%INFORMr1TI0N SMOULO BE DIRECTEU i0:
Name Daytime Telephone Number
G E R A L D J S H E K L E T S K I E S Q 7 1 7 7 7 4 7 4 3 5
Flrsl Line o/Atltlress
4 1 4 B R I D G E S T .
SeronE Line of Atltlress
P • o . eox E
Cily or Post ORice Slate ZIP Cotle
N E W C LI M B E R L A N D P A 1 7 0 7 ❑
corresponde�ese-mai�aearese: GSHEKLETSKIvISTONEI.AW.NET
�
� �
.
. . . . ... _.�-_
— FEGISTERZJF,W�LLSUSEQgLV �nl
- _J ,� �
REGISTEROFWILLSIlSEONV i 3
' OATEFIlEOMMO�YYYY I ! i -�� C'� � ��.� �
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_ DATEFlLE85TAMP�__��
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PLEASE USE ORIGINAL FORM ONLY
Side 7
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J 1505614234
REV-05�0 EX(FI) Decetlenfs Social Sewrity Number
oeceee�rsmame: ADELE K • RITTER 1 0 3 1 4 5 3 9 �
REGAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. '
z. sro�k:a�a so�a:(sonea�ie s) . _ _ . . . _ _ . . _ . . _ . . _ _ _ _ . . . . _ . . z 2 7 8 5 . 0 2
3. Closely Heltl Corpo2tion.Patlnership or Sole-Proprietorship(Schetlule C) . . . . . 3. '
4. Mortgages antl Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. '
5. Cash,Bank�eposits antl Mlscellaneous Personal Property(Schetlule E). . . . . . . 5. 7 0 6 , 9 7
6. Jointly Owned Pmpeny(scheaule F1 ❑ Sevarole Billing Requested . . . . . . . s. 5 2 2 6 . 7 6
]. Inter-Vivos Transiers&Miscellaneous No -Probate Pmpehy 5 3 8 4 4 1 . 5 9
(Schedule G) � Separete Billing ReQuesletl . . . . . . . ].
e. rowi��o:s nsse�po�ai����es i m�o�9n i� . . . . . . . . . . . _ . _ . . . e. 5 4 7 1 6 0 . 3 4
9. Funeral Expenses and Atlministrative Cos�s(Schetlule H) . . . . . . . . . . . . . . . . . . 9� 2 2 2 1 5 . 9 5
io. Debts oi oecedenl Mortgage Liabilities,and Liens(Scnedule p . . . . . . . . . . . . . io. 1 � 8 7 2 . 2 2
ii, rowioea�ouoos(m�ai�meseaoaio) . . _ . . . . . . _ . . _ . . . . . . _ _ _ . _ ii. 3 3 a 8 8 . 1 7
12. Nel Value ot Esta[e(Line 8 minus Line 11� . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2. 5 1 4 0 7 2 . 1 7
13. Charilable and Govemmental Beques�s/Sec 9113 Tms�s(or w�ich
an election to tax has not been matle(Schetlule J) . . . . . . . . . . . . . . . . . . . . . . �3� •
14. Net Value Subjectto Tax(Line 12 minus Line 13) . 14. 5 1 4 � 7 2 . 1 7
TAX CALCIILATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal lax ra�e,or
Iransfers under Sec.9116
(e)p z7 X 0 _ 0 . 0 0 +5- 0 . 0 0
16. Amount ot Line ta taxa�le 2 3 1 3 3 . 2 5
au��eairaiex.oas 5 1 4 0 7 2 . 1 4 ifi.
n. Amount of Line 14 taxable 0 . 0 0 1 Z 0 . � 0
at siblin9 role X.12
18. Amounto/Gnel4taxable ❑ , 0 0 ,e. a . 0 0
atcollateralrate X.15
is. Tnzoue _ _ . . . . . . _ . _ . . . . . . . . . . . . . . . . . . _ _ _ +s. 2 3 1 3 3 . 2 5
20. FILL IN THE OVAL IF VOU ARE REOUESTING A REFUND OF AN OVERPAVMENT ❑
Under penal�ies ol perlury,I tle<lare I�ave examine0l�is RW m,InduOing aCGompanying scM1etlules and sta�emen�s,ane lo��e best of my knowletlge an0 Uehef,
i�Is INe,w rect antl comple�e Declarallon of preDarer ot�er I�an Pe person resp�nsible Im�Iing I�e retum Is Easetl on all Inlorma0on of wM1ic�p�eparer nas
any knowle0ge
SIG URE OF PE RES NSB FOR FILING PETURN AT
�S
ADDRESS�
NANC P • JULIAN 35 MAYBERRY LN MECHANICSBIJRG PA 1705�
SIGNATU F BARF�OTI�THA1 501� E N918LEFORFlLINGTHERENFN pf��S
� �J<<� J �ti
NDDRE55
GERALD J SHEKLETSKI ESQ, 414 BRID6E ST, NEW CUMBERLAND PA 17070
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REV 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT
ES"CATE OF ADELE K. RITTER FILC NUMBER 21-15-011 I
Additional Signatu�e and Address of Co-Executrices
�-^- 2r.. R��e�v ����/S
ROBIN�.RITTER, 6441 CARLISLE PIKE, MECHANiCS6URG, PA 17070 DATG
�`/��,�, G�.�, � /,���- y/�/l�
PRISCLLLA P. Rli'TER, t821 1 ERS DRNE, MECHANICSBURG, PA 17050 DATE
REv-1 soo Ex (Fp page a File rvumeer
DecedenYs Complete Address: 21 15 0111
DECEDENT'SNAME
ADELE K • RITTER ___ . .. . .
. ____ .. --_. ._—__..
sraeET nooREss
6441 CARLISLE PIKE .
_ ._._ . . . __ __. . . .. . __ _ . T_. .____ _
CITY '.. STATE ZIP
MECHANICSBURG '�, PA 17050
Tax Payments and Credits:
t TavDue�Page2,u'ne19� (1) 23,133• 25
2 Credits/Paymen�s
A.Prior Payments _. .
B.Discoum � � 1,156�. 66
(Seeinsimdions.) �� � � TotaiCretli�s�A.B) (2� 1,156 . 66
3. Interesl
(3)
4. I(Line 2 is grea�er than Llne 1.Une 3,enler Ihe diflerence.Th16Ia the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4) 0 • 0 0
5. IfLInel +Cine37sgrea�er�han�'ne2,en�er�hediRerence.Thisis�heTAXDUE. (5) 21�976 • 59
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
i. Diddecetlenlmakeatransferand'. Yes No
a. re�ain�he use or income of�he propeny Uans(erred ...... ._._... ..... ...... ❑ �
b. retaln the righ�to deslgnate who shall use Ihe propeM1y Iransierred on�s Income __ ...._ ❑ �
c. retainareve�sionarymleres� ._.._._. .......... ...... ..... ......._ ❑ �
d. receive�hepromi5e�orlAeo(ei�herpaymen�s,benetitsorcare� ...... ..... ..._.._ ❑ ❑X
2. Ndeathacarredafler�ec.12, t982,diddecedenttransferpmpertywithinoneyearoideath
wi�houtreceivin�adequa�econsidera�ion7 .........._ _...... ...._.._... ...... ❑ �
3. OId deceden�own an'ln trus�fof orDayable upondeath bank accoun�or securiiy al his or her deatM ....... ❑ ❑X
4_ �Id decedenl own an Individual retiremen�accoun�,annul�y or other nonyrobale pmpehy,which
wntainsabenefciarydesignation?......... .._..... ._...... _._.... ......... X❑ ❑
IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For tlates o�death on or afler Jury 1, 1994,and before Jan, 1, 1995,the taz rate Imposetl on[�e ne�value of Vansfers to or forme use oi the survlving spouse
is 3 percent�72 P.S-§9116(a) (1.1)(i�].
For dates of death on or afler Jan. 1, 1995,�he tax rate imposed on�he net value of Iransfers to or for Ihe use of Ihe surviving spouse is 0 percent
�72 P.S. §9116(a) (1.1)(li)]. Tha s�aWte tloes no�exemp�a transferto a surviving spouse irom tax,antl the spWrory raqNrements for tlisclosure of asse�s antl
filing a�ax reWrn are still applicable even if Ihe suniving spouse is the only benefciary.
For dates of death on or after July 1,2000�.
• The tax rate imposetl on the net value of Irans(ers fmm a deceased chiltl 21 years of age or younger at dealh to or for the use of a natural parent an
atloplive parent or a step-parent o(the chlld Is 0 percent p2 P-S.§9116�a)�12)I.
• The tat ra�e imposetl on ihe net value oi tansiers to orforthe use of the tlecedenPs Ilneal beneflcianes Is 4.5 percent,except as notetl in [72 P.S. 49116(a)(1J�.
• Tha tax rate imposed an the net velue of Iransfere to or for the use of the decedenCs siblings is 12 perceN[72 P.S. §9116(a)(1.3)].A sihling is dafined,
under Section 9102,as an individual who has at least one paren�in common with the decedent,whe�her by blood or adoption.
REV-15W EX�(8��2�
, pennsylvania SCHEDULE B
oErnA.mEr�r o�aEverv�e
��E���^��E*AxRE��R+ STOCKS 8 BONDS
REsioEHrcECEOENr
�: ESTATE OF
FILE NUMBER
ADELE K . RITTER 21 15 0111
All propertylolnHy ownetl wi[�right of survivonhip must be tlisclosetl on Schetlule F.
ITEM
NUMBER DESCRIPTION VALUEAT�ATE
�. 57 SHARES METLIFE, INC . COMMON STOCK aFoeniH
JANUAftY 18, 2015, WAS A SUNDAY. JANUARY 19, 2015, 2�785. 02
WAS A LEGAL HOLIDAY.
JANUARY 16, 2015 STOCK PRICE 9 48 . 99 PER SHARE
JANUARY 20, 2�15 STOCK PRICE 5 48 . 74 PER SHARE
5 48 . 99 + 948 . 74 = S 97 .73/2 = S 48 .86 X
57 SHARES = 5 2,785 . 02
TOTAL�AIsoen�eronLine2,RecaD��ula�ioa) E 2,78$• �2
It more space is neetled, insen aatli�ionai sheets of the same size
REV-0508 E%�(0&12J
pennsylvania SCHEDULE E
oeanarMenrorAever�ue CASH� BANK DEPOSITS & MISC.
INMERIiANCE iA%9H�JRN
aEsioEHroECEOEr+r PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
ADELE K. RITTER 21 15 0111
Inclutle Ihe proceetls of litigation and�he tlate Ihe proceeds were receivetl by the estate.
All property jointly owned wilh righ[o(survivorahip must be tlisclaeatl on Schetlule F.
ITEM VALUE AT OATE
NUMBER OESCRIPTION OF�EATH
t MEMBERS 1ST fEDERAL CREDIT UNION SAVINGS ACCOUNT 406 • 68
NLIMBER 131831-00
2 • MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS ACCOUNT 100•29
NUMBER 131B31-11
3 • 1985 CHRYSLER SEDAN AUTOMOBILE (SALVAGE VALl1E) zoo . 00
TITLE Nl1MBER A37740297
VIN — 1C38T56E7FC303238
TO7Al�AlsoemeronLine5,RecapiNiation� S 706 . 97
It more space is neetletl, use addilional sheels of paper otine same siza.
REV-0509 EY�(01-00�
pennsylvania SCHEDULE F
oEaaarmENr oFqevEu�e
�. ,N�ER„oNCEr�xaEr„pN JOINTLY-OWNEDPROPERTY
� rzsioENroECEOErvr
�. ESTATE OF:
' ADELE K• RITTER FI�ENuh7BER:
�1 Ls a111
If an asae�was madejalntly ovmetl wi�hin one year of the tlecedent's date o(dea�h,it must be reported on Sc�edule G.
$URVIVING JOINT TENNNT(5)NAME(5) qppRE55
ftElATI0N5HIP TO DECE�ENT
n. NANCY JULIAN 35 MAYBERRY LANE CHIID
MECHANICSBIJRG, PA 17050
e. ROBIN K . RITTER 6441 CARLISLE PIKE CHILD
MECHANICSBURG, PA 17050
c. PRISCILLA P . RITTER 1821 HUNTERS DRIVE CHILD
MECHANICSBURG, PA 17050
JOINTLY-OWNED PROPERTY:
�E**ea oare oescaiariorv oFvqoaEan
IiEM �OR101NT MROE �NGW�ENAMEOFFlNANCaLINSiiiUilONqN�BANNnCCOUNiNUMBEPOF51talAR OBiEOFOENiN. DECEDENTS ��VAtpEOF��
NpM9ER iENFNi i41Ni ipEMIFVING NUMBER Ai'qCH pEEpFOPJOiNiLY�HEI�FEPLES`NTE.
VFWEOFa55R IME9ESi OECEOENi'SIMERESi
i. a.e.c, 4-12 CENTRIC BANK ACCOUNT NUMBER 1094838 20,907 . 04 25• 5,226 •76
TOTAL fAlso en�eron Line 6,Recapimlation) §
�I more space is neetleQ use a0tlitional sheeh o(paDer ot�he same size. 5,2 2 6 . 7 6
aev-isio Ex�iae-os�
pennsylvania SCHEDULE G
oePAar»eHroFae�eH�e INTER•VIVOSTRANSFERSAND
iN�eairnrvcErnxaEruaN MISC. NON•PROBATEPROPERTY
aesioeruroeceoervr
ESTATE OF FILE NUMBER
ADELE K. RITTER 21 15 0111
ihis sc�etlule mus�be mmpletetl anE ftletl il Ne answer to any o�ques�ions 1 IhraugM1 d on page Nree ol Me REV-1500 is yes.
rtEM DESCRIPTIONOFPROPERTV
rve�ucErrvErvuncor-nErAnwsrEaEE.rrvewaEunorvsrvivrooEccoErrtnero �ATEOFDEATH °bOF�ECO'S EXCLUSION iA%ABLE
NUMBER r�eon�eovrpnrvsrea.nnncnacaror*Heoeeoroeau�es*<*e VALUEOFASSET MTEREST VAWE
t. ALLIANZ POLICY a70508196 (ANNUITY) 526, 414 . 48 100 . 00 26,414 . 48
TRANSFEREES — NANCY P . Jl1LIAN, CHILD
(1/3) , ROBIN K. RITTER, CHILD (1/3) ,
PRISCILLA P . RITTER, CHILD (1/3)
2 • METLIFE USA FIXED ANNUITY ACCOIJNT 12,027 . 11 100 . 00 12,027 . 11
NUMBER 940300065 (IRA )
TRANSFEREES — NANCY P . JULIAN , CHI�D
(1/3l , ROBIN K • RITTER, CHILD (1/3) ,
PRISCILLA P . RITTER , CHILD (1/3)
TOTAL �Alsoen�eronLine7.Recapitulatlon) 5 538, 441 • 59
Ii more space is needetl.use atldiYonal snee�s ol pa0erof Ihe same size.
REV4511 E%��OB-13)
pennsylvania SCHEDULE H
oePAA.Mr�ro�Reven�e FUNERALEXPENSESAND
",„Ea'�""�=iP%REiORN ADMINISTRATIVE COSTS
aesioeurcEceoENr
ESTATE OF FILE NUMBER
ADELE K • RITTER 21 15 0111
�ecetlenfs debls must be repotletl on Schetlule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERALExPENSES'
t MALPEZZI FUNERAL HOME 13,749•95
8 MARKET WAY PLAZA, MECHANICSBURG , Pd 17�55
B. A�MINISTRATIVECOSTS'.
1. Personai Represemative Commissions'.
Name(s)ot Personal Represen�a�ive�s�
Street atlaress
Ciry S�a�e ZIP
vear(s)Gommission Paia�.
p, nnarneyFees: STONE LAFAVER 8 SHEKLETSKI 5�000 •00
3. FamityExempport(IfOem�enCsaaaresslenolihesameasdeimanfs.etlech�plenetlonJ
Claimanl
S�reetAOaress
Ciry SWte ZiP
Relalionsh�o a�Claimant�o�ecetlen�
d. Pmba�eFees: LETTERS TESTAMENTARY 120 • 50
5 AcmwtaniFees:
6. Tax ReWrn Preparerfees:
7. LEGAL ADVERTISING — CIJMBERLAND LAW JOIJRNAL 75 � 00
8 . LEGAL ADVERTISING — THE SENTINEL 275 • 50
9 � GRAVE MARKER — GATE OF HEAVEN CEMETERY 2,185 • 00
DIOCESE Of HARRISBURG
10 • FUNERAL LUNCHEON — Si • KATHERINE DREXEL PARISH 5�0 • 00
11 • AMBULANCE SERVICE 300 • 00
12 . ADDITIONAL PROBATE FEE 10 • 00
NOTE — SCHEDULE F AND SCHEDULE G ASSETS WERE
11SED TO PAY SCHEDl1LE H AND SCHEDULE I EXPENSES
TOTAL�Alsoen(eronLine9,Recapilulalion) E 22,215 � 95
Iimore spaceis needea,useatltlilionalsheea otpapero(�he same size.
REV�t511 EX�(44])
pennsylvania SCHEDULE I
oePnRnneHrorAeveHUE DEBTSOFDECEDENT�
m�eairAHce rnxaeruen MORTGAGE LIABILITIES & LIENS
aEsioEuroECE.EN�
'� ESTATE OF
'� FILE NUMBER
'� ADELE K . RITTER 21 15 0111
Repon de6te inwrred by the decedent prior lo death that remaineE unpaitl at the date of tleaN,including unreimbursed medical ezpenses.
17EM
NUMBER CESCRIPTION VALUE AT DATE
OFDEATH
t MEMBERS 1ST FEDERAL CREDIT UNION VISA CREDIT CARD
ACCOIJNT NUMBER 467209��0�672204 2,712 . 49
2 • HOME INSTEAD — IN HOME CARE 5,670 . 60
3• HOSPITAL BED
650 • 0�
4 • MEDICAL INSIJRANCE
596 • 13
5• PRESCRIPTION DRIJGS 295. 00
6 • MEDICAL SUPPLIES
948 . 00
NOTE — SCHEDl1LE F AND SCHEDl1LE G ASSETS WERE
11SED TO PAY SCHEDLILE H AND SCHEDLILE I EXPENSES
TOTAL(A�so en�er on Llne 10,Recapitulatlon) S
It mare space is needed, insert adtlitional sheels o(I�e same size. 10,872 • 22
REV-1519 E%�(Ot-I0�
pennsylvania SCHEDULE J
OEPPRiMENT OF REVENUE
BENEFICIARIES
W HEPiinrvGE inx aEi11RN
ftE51pENi0ECECEM
ESTATE OF: FILE NUMBER:
ADELE K • RZTTER 21 15 0111
RELAilONSHIPTOCECEOENT AMOUNTORSHARE
NUMBER NAMEANDAODRESSOFPERSON(S�RECEP/INGPROPERN DoNotLiatTruslee�a) OFESTATE
� 7A%ABLE DISTRIBUTION$ �Indutle ou nlspousal disNOutions and translers unaer $C}{m, .�
sx9�ii°9(al(�.�l�l �%3 �.G�IT�IId2
t NANCY P . JULIAN Lineal 1/3 OF RFSI�UE
35 MAYBERRY LANE
MECHANICSBURG, PA 17050
1/3 SC[�D.F,ITEM1
2 • ROBIN M . RITTER Lineal 1/3 SCE�.G,ITEM1
1/3 SCf�.G�ITFS�12
6441 CARLISLE PIKE i/3 OF RESIDOE
MECHANICSBURG, PA 17050
1/3 SCE�D.F,ITEM1
3 • PRISCILLA P . RITTER Lineal 1/3 SCf�D.G,ITEM1
1821 HUNTERS DRIVE 1/3 SCF�D.G,ITEM2
MECHANICS6URG. PA 17050 1/3 OF xFSIDUa
ENTER�OIIAR AMOUNTS FOR DiSTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1B OF REV-1500 COVER SHEET,AS APPROPRIATE.
p. NON-TA%ABLEOISTRIBUTIONS:
A. SPOUSAL OISiRIBUT10N5 UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAx IS NOT TAKEN:
1
9. CNARITABLE AND GCVERNMENTAL DISTRIBUTIONS'.
t
TOTAL OF PART I I- ENTER TO'AL NON-TASABLE DISTRI9l1TI0NS ON LINE 73 OF REV-1500 COVER SHEET. S
'.�more space is needed.use addilional sheels of paperol�he same size.
..._:.� -.. , -.. - � . �:^�TONE.LAPAVER a�Dlf�al.canu ._..... . . . . , . _. .. . . . . . ,.
-� �'"�. . ASTaVNEY9�T LAW ,.. . . � .. " .
_� «.e` � ���6R�OGE 9itiEET•.. . .
- 'y�yMOUMHFltL�NOP61)O]O - � � ��r
...a.._wi'+ . . .....,. � . -.- .. ..n.�w. .A .w.s,.L.l.c.a�i.�.n _ .. w ...�... Mmx.. >.,. v _.. _ �._ �. _._ , . �.:�
LAST WILL AND TESTAMENT
OF
ADELE K. AITTER ��
I
I, ACE�E EC. RITTER, cf Silver Scr_ng Towns^ic, Cumberland Coun�y, �'�.
Fennsylvaniz, declare thls to be my last wzll and revoke anv will
previously made by me. � �.
ITEM I: I bequeath the sum eT ihirty Thousaad iS30, 00C . 00 ; �
doliars to my daughter, NANCY P. ,'ULIAN, to be used for the care of any ,I
pets or animals of mine who survive me. I
ITEM I: : I devise and beauea�h the residue of my estate, ef every I
nature and wnerever situace, in eqcal shares to sucn of my chiidren,
hANCY P. JOLIAN, °RISCILLA M. R.mTER and ROBIN M. RITTSR, as survive me, I
per capita and not per stirpes . ''
ITEM i:I : I appoint my Co-Executrices and their successors guardian ��.
ci any oroperty which passes, eitner under this will or otnerwise, co a �i
mir.or ar.d with respect to which = am auLhorizec co a000int a quardian I
a�d have not otherwise specifically done se, provided tha� this I
� appointment of a guardian shal�i not suoersede the righ� of any fiduciaty �I
in its discretion to distribute a s�are wcere possible co the rinor or I,
to anot^er '_or the m•:nor' s benefit . Sucn auardian shall have the power �I
tc use prircipal as wei'_ as inco[�e _`rem time to time for t7e m'_.^,or ' s '.
Isupoort and education ! ir.clucice coI'_eae educac_cn, Ccch araduace a.^.d ",.
I, undergraduate) wit.^.out regard to his or her oaier.t ' s ��iiiiy to provide �.
�� for such support and edccation, o_ Le rc.aKe paymenL for Lnese purpeses, �
� Page '_ ef ; �,
MetLife Stock Account Infortnation System ��e �� � � page f of I
PeNorm anol� 5 h
Results for Sociai Security Number "xxx-xx-5390"
as of�ecember 31, 2014
Investor ID Policy SSN Certified7 Shares
806331548512 �xxxx0946 Yes 23
906449408432 xxxxx0109 Ves 34
NumberofCertifed Shares . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Number of Uncenified Shares . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
TotalShares . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Perfortn th h
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. YletLite :: Imestor Relations :: 1{istorical Price Lookup Page 1 of 2
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Da[e Requested 01/16/IS
Closing Price $48.990
Vnlume 7,045,547
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Open $47.970
Uay's High $49.010
Day's Low $47.860
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Select Date
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Resul[s
Date Requested 01/20/IS
Closing Price $48J40
Volume 6,894,896
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Open $49.210
Day's High $49330
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� �tetLife :: Invesmr Relations :: f Iistorical Price Lookup Page 2 of 2
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' MEMBERSI"
FL�EN�L@NIT U V IOF
REGULAR SAVINGS ACCOUNT
Account Number/Suffix 131831-00
Date Account Established 0 3/2 211 9 9 3
Principal Balance at Date of Dea[h 9406.66
Accrued Interest to Date of Death $0.02
Total Principal antl Accrued Interest 8406.68
Name of Joint Owner None
CHECKING ACCOUNT:
Account Number/Suffx 73183141
Date Account Established 11/02/2006
Principal ealance at Date of Death $10029
Accrued Interest to Date of Death $0.00
Total Principal and Accrued Interest g�pp,pg
Name of Joint Owner None
VISA CREDIT CARD ACCOUNT
Account Number 4672090000672204'
Da[e Account Established 11@t/1999
Balance a[ Date of Death gp 71z 49
Joint Cardholder None
'Contractual Pledge ot Shares
MEMBERS is�EDERAL CREDIT UNION
c,G Ooet����' _
Tessa L Klugh
Lentling Insurance Support Specialist
February 17, 2015
Estate of: ADELE K RIT7ER
Date of Death: 01/78/2015
Social Security Number: 103-14-5390
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CEN'TRIC
�� �i:��I{ February 12,2015
�j 0'e.Rcv4enmuntlYou.
Stone WFaver&Shekletski
414 Bridge Street
Post Office Box E
New Cumberland, PA ll070
Re: Estate of Adele K Ai[ter
Dear Mc Shekletski�.
Per your letter, below is the information regarding the accounts of Adele K Ritter.
Acmunt numher 1094836:
Title:Adele K Ritter
Nancy Julian
Priscilla Ritter
Robin Mary Rit[er
Date Opened: Ol/22/2002
Interest Rate:0.35%
Date Of Death Value: 520,907.04($.SO accrued interest)
Nancy Julian was made joint on[he account on 9/22/OS. Priscilla Ritter and Robin Mary Ritterwere
made join[on the account on 4/20/12.
Should you have any questions, please do not hesitate[o contact me at the number below.
Sincerely,
� �� '�
Florence M. Higgins
Branch Opera[ions Officer
Centric Bank
717-909-8314
Fhi¢¢insCdcentricbank.wm
aam t��gi�.�ow�aoud
IlavnsburK.PA 1;112
T )i].fiSi.T.29
[ ili.fi3S.lAri
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WORLD FINANCL4L
�..
,�a...aw.�a.. .
March ]3. 2015
Re: Adele Ritter's Allianz Policy # 70508196
Uate of deatli value: $526414.46
This is the only accnunt she has with us.
Sincerely,
c .�%�
Carl E. Snyder, Sr.
_..__'. . _.._..____ .,�. . ..,�� , , , � .�-�oo� p. t
AllianzLHelnaurancecamDany A��ia�Z �■
o!NONh Amerlca
PO Box 59080
Minnaepolla, MN 65458-0060
BOO.BSC.IHB2
February 28.2015
ROBIN RITTER �
Baa1 CARLISLE PIKE , � � . '
MECHANIC58URG PA 77050
Re� Annuiry Contrad NumEer(s)7050B180
Oea� Robl�Filtter:
We unt you lhla letter bee�uas you �n th�namatl beneficiary Of Adele Rlher. Plaa�e aaept our elnoero
symOo�Y an your laas Linted below ia lnforma4on naatled b fle e elaim(or bane}ib on the flxed annutty contnct
numhm(s),
Pavment OoHona �
Chooea one af tha opdonn on the U9�m farm,
IMPORTANT NCTICE: In accordanu with tha In9emel R�venue Cada r�mnVact proN�ian�, If a��uitization I!
oaleGetl,tne firot�nnui<y paymeM musl b�roaerved wMhln ane year}rom tha dils of tlaath Por non-qualma0�unda
�ntl by Oeaem6er 31^Tollowinp Iha ywr of ds�th/or pualified Tuntl�, ARer thwe dabl,tNf op�on le rw lonpa
awllable.
CanVaCt InhRnvtion
Mnaltlntlon Mlnlmum � ' Sumnd�r
� Contr�etNumbar ����� Mnultiz�tlon ����� TuBbt�.
� Pa o t Porlod
70506186 E175,477.4D Syean 5120,43�.8� hion-iax-uuaiined
Contmct velwa a�e eAecfed by wlMdrawa/t,pertlul surrantlera, loans, and malket vUue ad%usfma�fa;as e reauR,
veluea quotetl/n thia Nttormey increeee ordeaeeae end an not gueranteeC.
Cleim Reaulremente
• CoOY m��e e�rt1}NA doalh e�Rlflc�b(only o�e eapy Is required krEie tlecaaeed)
. FIx�Q M���ty CIYIm Form
Once w�recelve your clalm requiramenta,allaw 15 bwlnuo doy9lcr procenelnp. For mon InTormatio�or
assistanca: plae9e conlxl uo at Boa.Y50.196Y, Monday lhrough Friday,B a.m. to 5 p.m.CeMral time or Ihe
s9ent al rocad. 7hank you, in advanca,for your prompt re�ponse. Wa iook foN+arcl ro�ervinp you.
Sincarcly,
Annuity Clelme
Alllana Llh IneVrence Compeny ef NoAh Amenca
c: SnytleL Ced E Sr
LCL-1005 f 8.31.2012
_..�-_. . _.._..�.�. ��� . .��� � . , � ��-�oo� p. e
Allian2LlfelnsurenceCampeny Allianz ui
ol North Amerleo
Po Box 68080 �
Mlnnea0olit, MN 55a5aa080
800.850.1982
fe6ruary 28. 1015
PRISC�LL4 RITTER•GRIMES
18Y1 HUNTER DRIVE
MECHANiCSBURG PA 17050
RB:A��uity Contract Numbar(s)70608198
Dea�Pnadlla RiHer-Gnman:
Ws aent you thls letler 6oeau�a you ar¢the namatl hensficiary o�Adele Rlltec Plwsa aCCepl our elneen
aympathy an yaur loae. Lietetl below iJ InPormafie� neeGed to fla A elalm for ban�flh an tha fqeE annuily xMract
number(6).
Pavment Ootlons
Ghoo7e one of Me opUon�on tt+e cleim form.
IMPORTANT NOTICE: In�emrdancewlN th�Intemal RsvenW Catle ond contnetprovisi0��,����uillxatlon ia
eelectea,th�fint annuky paym�nt mu�t b�rocelved withln one year trom Me dat�of tleath for non[Iualifiatl funtla
�ntl by D�Gomber 31"lollawin9« Yeer o!d�alh for qualiRed fun7a.AfNr lhasa d�tea,Nls option ia no longer
avallable.
Contred Iniortnriion
AnnWUation Mlnmum Eurt�nM�
COMnMNumW� ���w ��, AnnWOratlon v��w T�xBUSu�
Pa Dul Parlod
70508188 3175,471.4H 5 yean 5720,437.84 Non-Tax-OualilleE
Contrect ve/uee ere a//eaMC 6y withdriwa/e, paMaleunendera. loane, end matice!valuo 9tl/Wtmen7s;as e ieautt,
valuee quoted in M!s/ettermay��creese ar deareeae and e�e natguanM�ed.
Qelrtl Reauiromenta
• Copy olthe a���d do�M certiflcaA(only one coDY a reQulred kr ths tlae�a�ea)
• FIx�O Annuiry Cltlm Form
Once we rxeive yaur tlelm requvemenb, ellow 16 buoi�ese daye tor praceaeing. For mon Informatlon M
u�isLnw: pleaee contacl u�al EOO.B50,188Y, Mondey ihrou8h Fnday, 8 a.m. ta 5 D�m.Cantral tlmB o�tn¢
age�t ot rxard. Thank you, in etiv�ncs,for your pmmpt rooponae. We loek forvrard W servinp you.
SinCGrely,
Anf1URy CIiIRi6
Allianz Life In�uraneb COmpany of Norih Amarica
c�, SnyOer, Catl E Sr
LCL.IDOS r 8.31.2017
. _.._.._"' .,�. . ...� � � . � . ,�-..00� p. �
Allla�sLifelnsuranaeCampeny ]��J���� �'
of North America /y
po eox eaoeo
Mlnneepolls,MN 55�6&OOBa
800.950.1962
February 2B, 2015
NANCY RITTER-JULIAN �
35 MAYBERRY LANE
MECHANICSBURG PA 17050 .
Re: Annuity COMracl Number�s)70508198
Oear Nanry RItteM1Jullan'.
We nent you this Istte�becauee you aro Ma namstl O�nHdary of Adels Rltler. PlBaee aceept our sincere
sympKhY an your loss. Ll�kd Eelow I�info�metion neetletl ta file a Uoim for benefds on 1ha(x�d annuily tontroct
num6er(e).
PgymmLOotlons
Choose o�a o`Ma op�ions on Ne clalm fomi.
IMPORTANT NOTICE: In aaoMance wllh thG Internal Revenu�Coee and eontract pr0�l�lons, H a�nuRisation ie
seleaatl,the hnt m�uYty psymeM mwt be rccsiv�d wlMin on�y�ar from Ihe Eats of tleath for non�quailllstl funde
and �y Decembar 91�tollowlnp th�Yoar of de�th br qualNled funde.After thaN tlafes,tbb optian le no bnqer
available.
Contraet Inkrmatlon
Annultiz��ion Minlmum Burt�nW�
COMraetNumbar i M�uifi:�tlon �o��� TaxOt�We
Valua p� out P�rlod
70508188 5175,471se Sy�an F��a.a37.ea Non-Tax•Gualified
Contracf�alues are e�lected by w/thdrawe/e,peRial surrenden, loene, arrd merkef vefue edjushnoMs es a resuH,
vefuea quoted In thla faHar meyinc�eee ar tletraeae and are nol0uerentesd.
Clalm Reeuiremenh �
� CCPy a�tha c�rtifi�tl tl��th urtHlcate (only ona copy is nQulrotl�e��ho Eeaeasetl)
. Fix�d P.nnulty Cl�i�n Fo�m ,
Onx we rocaive yourUaim reqWremenh, Yllow 15 bualnec�day�Wrproxts�ng. Fo�mon inform�tlon o�
usishncr. pleYfe con2aG ue m 600.900A9l9, Monaay through FriOay, B a.m.to 5 p.m. Ca�1nl time or U�e
ape�t of mcorE. 7hank you,in advence,(or your pmmpt re�ponsa. Wa look(o�ward to 6ervinp you.
9incerely,
MwNy Cloime
AlRenz Lfle Insuraneb Ccmpany of North Amenca
¢ Snydor, Cad E 5�
LCL-10�5 r 8.71.2012
Page L of2
Summary Report for Adele K Ritter
Created by: Jennifer Hayes
PriNed on: 02/19/2015
Adele K Ritter LIFE PRODUCT SUMMARY MefLife b A(Flllated Companies
� Policy Number Pmduc�Type As Of Dale Benefit Surrender Value ��.
16590409 A 20 Payment Lifa 01I19/I015 E3,80070 53,586.54 �.�
Owner ADELEKRITTER IssueDa�e OSi0411943 '�
Insuretl ADELE K RITTER StaWs Dealh Claim Pendlnq-Paid Up
LcanValue�uote NowAvailable! Amounloflnsurance 51,00�.00
DealhBenef�Amow� 33,800]0 �
Rider and Benefit information is eitber not applicable or not available for�his policy. �
ServicingNgenVAgency WHISKEVMANSCOT qddress 101ERFORDROADSWTE20� �
PENNWOOD FIN GROUP CAMP HiLL, PA 1]Ott
Adeb K Ritte� LIFE PRODUCT SUMMARV MeLLife d ARliatetl Companies�
PolicyNumber ProductType A50(Date Benefi[ SurrenderValue �
668910946 MS 20 Payment Lite 011Y91Y015 52,175.38 $0.00
Owner ADELE K RITTER Issue Da�e 03I1811966
'� Insuretl ADELE K RITTER Slatus Death Claim Pentllnq-Nonfor Paid Up
LoanValueOuote NowAvailablel Amowtoflnsurance $fi26�0
� Oea�hBenefi[Amount $2.1]5.38
Rlaer antl Benefit Information is ellher no�appllcable or not avallable lor Ihls policy.
ServicingAgenUAgency WHISKEVMANSCOT qtltlress 101ERFORDftOADSUITE200
PENNWOOD FIN GROUP CAMP HILL. PA 11011
AdeleKftitler ANNUITVPRODUCTSUMMARV MetLifeBARlia[etlCompanies
Account protlim[ Plan OualificdlNom qs Of Date Account Value
Number Type Qualified Intliwtor
�/ 340300065 MLI USA Fixed Annuity ARIXR(Non-MVA) IRA �ualified OPI781E015 511,027.11
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