HomeMy WebLinkAbout01-1081
-
Estate of LORAYNE C. TRITT
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
:J1-ol -'0 '1/
No.
To:
Register of Wills for the
Ibl_32._tf013eceased. County of CUMBERLAND in the
Social Security No. 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 execut
in the last will of the above decedent, dated Auqus t 30,
and codicil(s) dated
or
_ named
2001
(state relevant circumstances, e.g. renunciation, death or executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 611. High Street l.5h.,-l"
East Pennsboro ~ownship
(list street, number and muncipality)
Decendent,then 61 years of age, died October 28, 2001
at Carolyn Croxton Slane Residence
Except as follows, deceder.t 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:
(If domiciled in Pa.) All personal property $ 18 , 000 . 00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 13 8 , 000 . 00
situated as follows:
611 Hlgh Street, East Pennsboro Township
Cumberland County, PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
pre~ented herewith and the grant of letters ~PS t- rlmpn t- rI ry
(testamentary; administration c.t.a.; administration d.h.n.c.t.a.)
theron.
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ames R. Tritt
'611 Hi9h street
Enola, PA 17025
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
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 we~dttulY administer es a according to law.
Sworn to or affirmed and subscribed {~ ~ ;? I ~
before me this 27th day of J es R. Tr i t t ~.
Yrwf>mhpr 2 001 ~
~~~~.~~ ~
\ ?A.-o... ~.~. ~ Register ~
L 7 --;) 2> - I 0
No. 21-01-1081
Estate of
LORAYNE C. TRITT
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW NOVEMBER 28 200 ~ 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 August 30, 2001
described therein be admitted to probate and filed of record as the last will of
IDRAYNE C. TRITT'
Testamentary
and Letters
are hereby granted to
James R. Tritt
Probate, Letters, Etc. .........
Short Certificates( 1) . . . . . . . . . .
Renunciation ................
x-pages
jr:p
$ 235.00
$ 3.00
$
12.00
$ 5.00
TOTAL - $ 255.QO
. . . . . . .l';J9Y':o: . ?~.,.~Q9f-. . . . . . . . . . . . . .
fYla.:1 C-. ~Q<.. PB 1".\-,
WLRegister of ~il1s
Edmund G. Myers
Johnson, Duffie, Stewart & Weidner
ATIORNEY (Sup. Ct. 1.0. No.)
301 Market St., P. O. Box 109
Lemovne, PA 17043-0109
ADDRESS
(717) 761-4540
. FEES
Filed
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This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph"
21-01-1081
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No.
Fee for this certificate, $2.00
Local Registrar
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7745446
NOV 0 2 7001
Date
.143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
NAME OF DECeDENT IFtrSl. Middle, L._.
SEX
SWEFR..E~R
SOCIAL SECURITY NUMBER
61 v...
COUNTY OF OEAI"H
UNDER. DIll'
HoIn ! LfinuIeI
a. female
3. 161
- 32
DATE OF OEATH ,Momn. Day, ....J
~ October 28, 2001
.. Lora ne C. Tritt
AGE (LaIl ~ UNDER' YEAR
- o.y.
BlRTHl'I.ACE ICily"'"
S&aIe Of FOfIl9" CounIry)
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Dauphin
DECEDENT'S USUAl ClCC\JPjQ'1OH
(Give Iund 01_ doN"""'" moor
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.~usquehanna Twp.
KIHD OF BUSlNESS/IHllUSTRV
white
SUR\IMNO SPOUSE
(If .... grve tn8lden ,..,...
Insurance
R. Tritt
DECEDENT'S
ACTUAl
RESIDENCE
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Cumberland
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FIlrHER'S N....E (F.... .._. UlolI
... Geor e Grosh Cullen
INFORMANrS NAME (TypoIPrinI)
James R. Tritt
METHOO OF 0lSl'0SlTI0N
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SIGNoV\IRE OF
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MOTHER'S NAME IFilII. Mtddle. MaIdIln Surname)
... Mettie E. Turrell
INFORMANT'S IoIAlUNO AIlllRESS (SIr.... CiIy_ Slolo. Zip ~I
611 High Street, Enola, PA 17025
PlACE OF DISPOSIT1ON- _ oI~orv. CromoIooy lOCRIOH -~. _. ZipCa>>
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Con-O-Lite Crematory
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ORE OF DISPOSITION
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E OR PERSON ACTING AS SUCH lICENse NUMBER
za. FS 012 849 L
...... bMI of my knowledge, death occwred" me line. dMe and place SC.Md.
(SignoIu<..... T"',
Schaefferstown, PA 17088
214.
NAMEANOAOORESSOF...ctUTV Parthemore FH & CS, Inc.
Uc.P.O. Box 431 New Cumberland PA 17070-0431
LICENSE NUMBER ORE SIGNED
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DATE PRONOUNCED DEAD I"""'. Day. _)
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COMP\.ETIOH OF CAUSE
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MANNER OF DEATH
DATE OF INJURY
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INJURV Ifr WORK7
DESCRlllE HOW INJURY OCCURRED.
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.CEJnWYING PHYSICIAN (PhySOan centfytng Qu&e 01 deaIh whefl ano&her phVSll;1M1 has pronounced dealf'l ana compl8leclllem 231
To.....ofMy knowledge,..thOCCUl'Nd due to Ihe cauM(...nd manner .. mtllCl. ............,.........................
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LICENSE NUMBER I DATE SIGNED I~. Day. "'"
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"MEDICAL EXAMINER/CORDNER
on the..... of examination and/or tnv..Uganan,ln my opinH)n. d..th occurred a. the time, da'e, and place. and due to the cauae(s) and
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008965-00003/8.28.01/EGMIKL T/119522.3
1Last Will anb {!testament
of
LORAYNE C. TRITT
I, LORAYNE C. TRITT, of West Fairview (East Pennsboro Township), Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this as and for my Last Will and Testament, hereby revoking and
making void any and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
I give and bequeath the sum of TEN THOUSAND ($10,000.00) DOLLARS unto my
sister, GEORGIA G. CULLEN, or her then-living issue, per stirpes, should she predecease me.
ARTICLE III
I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS unto my
mother, METTlE C. SIX, provided she survives me.
008965-00003/8.28.01/EGM/KL T/119522.3
ARTICLE IV
I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS unto my
mece, STEPHANIE ANN LIGHTFOOT, or her then-living issue, per stirpes, should she
predecease me.
ARTICLE V
I give and bequeath the sum of FIVE THOUSAND ($5,000.00) DOLLARS unto my
niece, JENNIFER LYNN CORKLE, or her then-living issue, per stirpes, should she predecease
me.
ARTICLE VI
I gIve and bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS unto
ALCASE, 1601 Lincoln Avenue, Vancouver, Washington 98660.
ARTICLE VII
I give and bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS unto the
AMERICAN CANCER SOCIETY, CAPITAL REGION UNIT, 1500 North Second Street,
Harrisburg, Pennsylvania 17102.
ARTICLE VIII
I give and bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS unto the
NEW CUMBERLAND FIRE DEPARTMENT for the purpose of maintaining the 1923
American LaFrance Fire Truck, or for some other uses to be determined by the Department's
History Committee, 319 Fourth Street, New Cumberland, Pennsylvania 17070.
2
008965-00003/8.28.01/EGMIKL T/119522.3
ARTICLE IX
I give and bequeath my motor vehicle(s), my household and personal effects and other
tangible personalty of like nature (not including cash or securities), together with any existing
insurance thereon, unto my husband, JAMES R. TRITT, provided that should he predecease me,
I give and bequeath the same unto my sister, GEORGIA G. CULLEN, provided that should she
also predecease me, I give and bequeath the same in equal shares unto my nieces, STEPHANIE
ANN LIGHTFOOT and JENNIFER LYNN CORKLE, to be divided between them by my
Personal Representative with due regard for the personal preferences in as nearly equal shares as
practical.
ARTICLE X
I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever
nature and wheresoever situate unto my husband, JAMES R. TRITT, provided he survives me. If
my husband, JAMES R. TRITT, predeceases me, I give, devise and bequeath all the rest, residue
and remainder of my Estate, unto my sister, GEORGIA G. CULLEN, provided that should she
predecease me, I give, devise and bequeath the same unto her then-living issue, per stirpes.
ARTICLE XI
I name, constitute and appoint my husband, JAMES R. TRITT, Executor of this my Last
Will and Testament. In the event my husband, JAMES R. TRITT, fails to qualify or ceases to so
act, I name, constitute and appoint my friend, LELA E. SHULTZ, alternate Executrix to complete
the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post
bond for the faithful administration ofthe duties in any jurisdiction.
3
008965-00003/8.28.01/EGM/KL T/119522.3
IN WITNESS WHEREOF, I have hereunto set my hand and seal, this (So I!L day of
~ 2001.
;X ~/J, 1:.,u - (SEAL)
LORA C. TRITT
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as witnesses.
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008965-00003/8.28.01/EGM/KL T/119522.3
ACKNOWLEDGMENT AND AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
:SS
COUNTY OF CUMBERLAND
We, LORAYNE C. TRITT, ~ L CJ. ~. ~ ~ and
~ ~L Q. ~. C..u..,,:". t\ol3; , the Testatrix and the witnesses, respectively, whose
~
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will
and that she had signed willingly and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of his /her knowledge the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or undue influence.
~ /1-,u:
/ G. /),1.
LORA E C. TRITT
~tJ~
Witness
l
~ /c2,.-~
Witness(// ~
Subscribed, sworn to and acknowledged before me by LORAYNE C. TRITT, Testatrix,
and subscribed and sworn to before me by ~ ~ "'. --.......,~ and
'~~.... Q ~ _ ~ h~ ' witnesses, this ~ ~day of
~~~ ,2001.
~. ~
4~
Notary Public ~
NOTARIAL SEAL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2001
5
TO Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
SUBJECT:
Estate of Lorayne C. Tritt
No. 21-01-01081
000: October 28, 2001
FROM
JOHNSON, DUFFIE, STEWART & WEIDNER
Attorneys at Law
P.O. Box 109
Lemoyne, PA 17043
(717) 761-4540
DATE: January 18, 2002
Enclosed is a check in the amount of $2,500.00 as a payment on account on account of
Inheritance Tax, being made within the 90 days to allow for the 5% discount.
; ;'~'ql1ln:J
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SIGNED: Edmund G. Myers
lAW OFFICES
JOHNSON, DUFFIE, STEWART ~ WEIDNER
301 MARKET STREET
P. O. BOX 109
LEMOYNE, PENNSYLVANIA 17043-0109
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REGISTER OF WILLS OFFICE C
CUMBERLAND COUNTY COURTHOUSbl i
1 COURTHOUSE SQUARE
CARLISLE, PA 17013-3387
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PA
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"" /II" ,Ill."" ,1/"1/,, ,'L, ,11,1,1" "1,1/1,, 111,11/1, "I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
MYERS EDMUND G
301 MARKET STREET
POBOX 109
LEMOYNE, PA 17043
_____n_ fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 161-32-4070
FILE NUMBER: 21-2001- 1081
DECEDENT NAME: TRITT LORAYNE C
DATE OF PAYMENT: 01/22/2002
POSTMARK DATE: 01/18/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 10/28/2001
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS: JAMES R TRITT
C/O EDMUND G MYERS ESQUIRE
CHECK# 0101
SEAL
INITIALS: CW
RECEIVED BY:
REV-1162 EX(11-961
NO. CD 000777
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
AMOUNT
$2,500.00
$2,500.00
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: LORA YNE C. TRITT
Date of Death: October 28,2001
Will No.: 2001-01081
To the Register:
Admin. No.:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
1/')..2-/0 t..--
Name
Georgia G. Cullen
Mettie C. Six
Stephanie Ann Lightfoot
Jennifer Lynn Corkle
ALCASE
American Cancer Society, Capital Region Unit
New Cumberland Fire Department
James R. Tritt
Address
1011 Bay Harbor Dr., Englewood, FL 34234
809 Viadel Sol, North Fort Myers, FL 33903
1590 Pottshill Road, Etters, PA 17319
671 Andersontown Road, Dover, PA 17315
1601 Lincoln Ave., Vancouver, WA 98660
1500 N. Second St., Harrisburg, PA 17102
319 Fourth St., New Cumberland, PA 17070
611 High Street, Enola, PA 17025
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: II '2--?-/ O},/
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Signature
Name: Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
Address: 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone: (717) 761-4540
Capacity: Personal Representative
X Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
ss:
James R. Tritt
b~ing duly sworn according to law, deposes and says that he is Execu tor
of the Estate of Lorayne C. Tritt
late of __~_as ~E;nn~~<?_~.~._Town~hip , Cumberland County, Pa., deceased and that the
within is an inventory made by James R. Tritt , the said Executor
of the entire estate of said decedent, consisting of all the personal propo!rty and real. estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death. I
/
K? ~;/ F;~
Sworn to
2002
Eneutor . Ao'ministra or
Trltt, Executor
611 Hiqh Street
before me,
Date of Death
NOTARIAL AL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co. .
My Commission Expires Dec. 21, 200! '
28th
Enola, PA 17025
Addr.ss
Day
October
Month.
2001
Y..r
INSTRUCTIONS
,. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
LORAYNE C. TRITT
deceased
1. Real Estate - No. 611 High Street, East Pennsboro
Township, Cumberland County, PA
(Deed Book Q, Volume 30, Page 583)
Assessed value
38,210 00
2. 1998 Chevrolet Venture Minivan
Date of death value
11,045 00
3. 79.0961 Shares - Pepsico @ $48.5619 per/share
4. 7 Shares .Tricon (YUM) Common @ $49.6050 per/share
3,841 06
347 23
5. 47 Trust Interests - MetLife @ $27.26 per/share
1, 276 52
6. ING Pilgrim - Domestic Equity Funds - Account No. 92628
Date of death value
2,126 51
7. 200 Shares - CareerCom Corporation Common
@ $.68750 per share
137 50
TOTAL
156,98_ 82
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
EDMUND G MYERS ESQUIRE
301 MARKET STREET
POBOX 109
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 161-32-4070
FILE NUMBER: 2101-1081
DECEDENT NAME: TRITT LORA YNE C
DA TE OF PAYMENT: 06/26/2002
POSTMARK DATE: 06/25/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 10/28/2001
REMARKS: EDMUND G MYERS
CHECK# 115
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 001335
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$293.42
$293.42
/?-c2 03 - /~
'\: BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'02
1('
, _.'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
EDMUND G MVERS
JOHNSON ETAL
PO BOX 109
LEMOVNE
ESQ
08-12-2002
TR ITT
10-28-2001
21 01-1081
CUMBERLAND
101
*'
REV-l547 EX AFP lOl-D21
LORAVNE
C
#"1
PA 17043'
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4-j-E3f-AFj'--foY=02Y-NCfficE--OF-YNHEifiTAifCE-YAX-A-PPRA-isEi"-ENT~--Ar.rOWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRITT LORAVNE C FILE NO. 21 01-1081 ACN 101 DATE 08-12-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(9)
(10)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
138.210.00
7.728.82
.00
.00
11. 045.00
.00
270.110.62
(8)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
427,094.44
97.063 44
330,031.00
3,000.00
327,031. 00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
11,487.77
85.575.67
(11)
(12)
(13)
(14)
302,031.00 X 00 = .00
5,000.00 X 045 = 225.00
10,000.00 X 12 = 1,200.00
10,000.00 X 15 = 1,500.00
(19)= 2,925.00
TAX CREDITS:
. ~ "._n. n___.. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-18-2002 CDOO0777 131.58 2,500.00
INTEREST IS CHARGED THROUGH 08-27-2002 TOTAL TAX CREDIT 2,631.58
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 293.42
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.44
TOTAL DUE 294.86
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/?-&:2J -/c::?
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1U7 EX AFP 101-021
ESQ
'C):
OJ ~~;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-12-2002
TRITT
10-28-2001
21 01-1081
CUMBERLAND
101
LORAYNE
C
EDMUND G MYERS
JOHNSON ETAL
PO BOX 109
LEMOYNE
.' "I
I
Allount Rellitted
\; .,
PA 17P~3
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6'ifi-i;f-AFP-('oY:02Y------...--fNirERITANcE--fA;f-STA-fEME-tif-oF'-Accouiff--...---------------------
ESTATE OF TRITT LORAYNE C FILE NO.21 01-1081 ACN 101 DATE 08-12-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-12-2002
P R I NCI PAL TAX DU E : ................................................................................_.........._.............................................................................................................................
2,925.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-18-2002 CDOO0777 131. 58 2,500.00
06-25-2002 CDOO1335 .00 293.42
TOTAL TAX CREDIT 2,925.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
II
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
~/
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM
YEARLY UNTIL COMPLETION.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: LORAYNE C. TRITT
Date of Death: OCTOBER 28, 2001
Will No.: 2001-01081
Date:
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 the personal representative 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 ~
The Executor. husband of the deceased. was the sole
beneficiary of the residue of the Estate.
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
tj{1d,r./ ~b~
Signature
Edmund G. Mvers. ESQ.
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 1 09
Lemovne. PA 17043-0109
Address
(717) 761-4540
Telephone No.
Capacity:
Personal Representative
~ Counsel for Personal Representative
1'lEV-'.500~(5-00l
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
TRITT, LORAYNE C.
DATE OF DEATH (MM.DIJ.YEAR) DATE OF 81RTH (MM.DO.YEAR)
10/28/2001 2/15/1940
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
James R. Tritt
o t Original Return .
D 4. Limited Eslala
l[] 6. Decedent Died Teslela {AIb'" "pY of ""J
D 9. Litigation Procaeds Received
D 2. Supplementsl Return
.0 4a. Future Interest Compromjs~ {date or death aller 12-12-82}
D 7. Decedent Maintained a Living Trust '^""'''PYofTMl)
o 10. Spousal Poverty Credit (dale 01 dealh balwBn 12-31-91 ancll-1-95j
OFFjCIAL USE ONLY
e.-
/? -c:L3 - /0
FILE NUMBER
21_0101081
-- -- -----
COUNn' CODE YEAR NUMBER
SOCIAL SECURITY NUM6ER
161 - 32
4070
THIS RETURN MUST BE FILED IN DUPLICATE WJTH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale or dealh prior to 12-13-82)
D 6. Federal Eslale Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election 10 lax under Sec. 9113(A) 1"""'''''' OJ
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NAME
Edmund G. M
FIRM NAME (' """'"')
Johnson Duffie stewart
TELEPHONE NUMBER
(717 761-4540
(11)
(12)
(13)
(14)
x.o~ (15)
x .0 45 (16)
x .12 (17)
x .15 (16)
(19)
97,063.44
330 .031. 00
3.000.00
327,031.00
-0-
225.00
1,200.00
1.500.00
2,925.00
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1. Reel Estate (Schedule A)
2. Slocl<s end Bonds (Schedule B)
3. Close~ Held Corporation, Pertnershlp or Sole.Propdelorshlp
4. MortgSgee & Notes Reoelv.b~ (Schedule D)
5. Cash, Bank Deposlls & Mlsoellaneous Personel Propedy
(Schedule E)
6. Jolnt~ OWned Propedy (Schedule F)
o Seperala Billing ROquesled
7. Inlar-VIvos Transfers & Misoelleneous Non-Probala Propedy
(Schedule G or L)
6. Total Gross Assets (Iolal Unes 1-7)
9. Funeral Expenses & Admlnlslraw. Cosls (Schedule H)
10. D.bls of Deoedant, Modgage Uabllllies, & Liens (Schedule i)
11. Tolal Deduction )
12. Net Value of Eslate (Une B minus Une 11)
13. Chadlable and Govemmenlal6equeslslSec 9113 Trusls for which en eiecUon to lax has nol been
made (Schedule J)
14. Net Value Subject to T.x (Une 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Arnounlof Un. 14 Iaxable allhe spousal lax
rale, or transfers under Sec. 9116 (a)(1.2)
302.031.00
5,000.00
10,000.00
10.000.00
16. Arnounl of Une 14lexable sllineal rala
17. Arnounl of Une 14 wable al Sibling rale
1 B. Arnount of Une 14 lexabla at oollaleral rate
19. Tax Due
20.0
De'cedent's Complete Address:
STREET ADDRESS 611 Hiqh Street
CITY Eno1a I STATE PA I ZIP 17025
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
8, Prior Payments
C. Discount
(1)
2,925.00
2,500.00
l11.SR
Total Credits (A+ B + C) (2)
2,631.58
3. InteresUPenalty ~ applicable
D. Inleresl
E. Penalty
-0-
TotallnteresUPenalty ( 0 + E ) (3)
4. If Line 2 is greater .than Line 1 + Line 3, enler the difference. This is the OVERPAVMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater Ihan Line 2, enlerthe difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line S + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
293.42
-0-
293.42
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
.<l~
1. Did decedent make e transfer and: Ves
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right 10 designate who shall use the property transferred or its income; ...............:............................ 0
~. retain a reversionary interes~ or,..,....,,,..........................,,,.........................................................,........................ D
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. if death occurred after December 12, 1982, did decedenl transfer property within one year of dealh
without receiving adequale consideration? .....................,....,....,......................................,....................................... 0
3. Did decedent own an "in trust for" or payable upon death bank accounl or security al his or her death? .............. 0
4. Did decedenl own an individual RetiremenlAccount, annuity, or other non-probate property which
contains a benefi~ary designation? ........................................................................................................................ []I
No
IX]
IX]
~
IZI
[XJ
o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury. I declare !hall have examined this relurn, including accompanying schedules and statements, and 10 !he besl of my knowledge and,belief, II is true, correct
and complete.
DedaraUon of preparet than the personal representative is based on alllnformaUon of which pmparer has any knowledge.
SIGNATURE PE ON RESPOt21i~Oafll,II'lG RETU~N ~
'-------e-:.'/1I6J;C UtdV r <cu/rL-
ADDRESS mes R. Trlt
11 High Street, Eno1a, PA 17025
SIGNATURE OF ~ o.b~~ REPRESENTATIVE
ADDRESS Edmund G. Myers, Esq.
301 Market st., P. O. Box 109, Lemoyne, PA 17043-0109
~ ~i' '~.\;.,',','" ~~~_~~_",!;: '..,'''~~' j' 'Ei_~1&RT~
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)).
l:~ 0-L.-
DATE
(, /2..6f."V
For dates of death on or after January 1,1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (Ii)].
The statute does nol exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assels and filing a tax relum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P,S. 99116(a)(1.2)).
The tax rate imposed on the net value oftransfers to or for the use of the decedent's lineal benefi~aries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)).
The tax rate imposed on the nel value of transfers to or for the use of the decedenl's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at ieast one parent in common with the decedent, whether by blood or adoption.
REV.'~""".'" .
COMMONWEALTH OF PENNSYLVAN<A
INHERITANCE TAX RETURN
RESIOENT OECEDENT
SCHEDULE A
REAL ESTATE
FILE NUMBER
TRITT, LORAYNE C. 21-01-01081
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survlvorshln must be disclosed on Schedule F.
ITEM
NUMBER
1.
.
DESCRIPTION
VALUE AT DATE
OF DEATH
ESTATE OF
Real
Estate - No. 611 High street, East
Township, Cumberland County, PA
(Deed Book Q, Volume 30, Page 583)
pennsboro
Assessed value
138,210.00
TOTAL (Also enter on line 1, Recapitulation) $ 138, 2 1 0 . 00
(If more space is needed, insert addIt,onal sheets of the same size)
TAX YEAR
2001-02 REAL ESTATE TAX
EAST PENNSBORO AREA
MAKE CHECKS PAYABLE TO:
EAST PENNSBORO SCHOOL
PO BOX 769
98 S ENOLA DRIVE
ENOLA PA 17025
DATE
NOTICE .. SCHOOL.. JULY 1 2001
SCHOOL DISTRICT
DISTRICT I JANE E BIDDLE, TAX
. MON,TUES,THURS,FRI
ROOM 101 CLOSED WEDNESDAYS,
PHONE 717-901-9392
ASSESSMENT
BILL NO.C 1
138,210
COLLECTOR
8-1,2-4
OCT 8-12,
447
NOV 6
CHOOL R E
10 "pI0. 75 M
1,456.04
1,485.76
1,634.34
ACCT NO 45-16-1049-014
"p
M
"
"p
M DURING THIS PERIOD
31 2001
'I SCOUNT
. CE
NALTY
ULY-AUGUST
EPT-OCT
FTER OCT31
1 456.0
, .76
1 634.34
mrff -BILL-&, LORAYNE C
6 1
EAST PENNSBORO AREA SCH. DIST.
HIGH STREET
611 HIGH STREET
WEST FAIRVIEW PA 17025
LOT 1 PB 48 PG 73
IF _1~~'.lwPft,.~~~~.;w'~J~mw-
THIS BILL TO YOUR MORTGAGE COMPANY
IF UNPAID BY 12/31/01 fAXES WILL BE
TURNED OVER TO CUMBERLAND CO.
TAX CLAIM BUREAU.
$1.00 FEE FOR ADD'L RECEIPTS REQUESTED
REV-I503E!\'(l-91}
ESTATE OF
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETLRN
RESIDENT DECEDENT
FILE NUMBER
21-01-01081
TRITT, LORAYNE C.
All property Jolntly.owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2 .
3.
4 .
5.
DESCRIPTION
79.0961 Shares - pepsico @ $48.5619 per/share
7 Shares Tricon Common @ $49.6050 per/share
47 Trust Interests - MetLife @ $27.26 per share
ING Pilgrim - Domestic Equity Funds
Account No. 92628
200 Shares - CareerCom Corporation Common
@ $.68750 per share
VALUE AT DATE
OF DEATH
3,841.06
347.23
1,276.52
2,126.51
137.50
TOTAL (Aiso enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,728.82
REV.lsoeEX.(\.S1)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
TRI'IT, LORAYNE C.
FILE NUMBER
21-01-01081
Include the proceeds of litigation and the date the proceeds were received by the estate. AU property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DEseRI PTION
VALUE AT DATE
OF DEATH
1998 Chevrolet Venture Minivan
Date of death value
11.045.00
TOTAL (Also enter on line 5, Recapitulation) $ 11, 04 5 . 00
(If more space is needed, insert additional sheets of the same size)
REV.1510EX+ll-9Tj
'*
SCHEDULE G
INTER.vIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
ESTATE OF
TRITT, LORAYNE C.
FILE NUMBER
21-01-01081
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the raverse side of the REV-1S00 COVER SHEET is yes.
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUOE1HE flAME OF THE TRANSFEREE, TIiEIR REU,110HSHlP10 DECEDENT AND THE DATEOF~SFER.
An....CHACOPV OF lliE CEEO FOR REAl ESlATE.
DATE Of DEATH
VALUE Of ASSET
%OF
DECD'S
INTEREST
EXCLUSION
1IFAPl'\.ICABlEl
TAXABLE VALUE
A11first Bank - Individual
Retirement Account
No. 8-700-002-4108001
Beneficiary: James R. Tritt,
husband
7,856.39
7,856.39
2 .
Nationwide Life Insurance Company
401K Retirement Plan
Beneficiary: James R. Tritt,
husband
262,254.23
262,254.23
TOTAL (Also enler on line 7, Recapitulation) $ 270, 110 . 62
(If more space is needed, insert additional sheels of the same size)
R=,V.',S11 EX.. (12-99) .
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'~,;.;0'~l:-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
TRITT, LORAYNE C.
FILE NUMBER
21-01-01081
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
parthemore Funeral Home 3,706.32
2 . Deissler's Flowers 49.82
3. Pamela's Flowers 49.82
B. ADMINISTRATIVE COSTS:
I. Personal Representative's Commissions
Name of Personal Representative{s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State _ Zip
Year(s) Commission Paid:
2. Attorney Fees - Johnson, Duffie, Stewart & Weidner 3,500.00
3. Family Exemption: (If decedent's address is nol the same as claimant's, attach explanation)
Claimant James R. Tritt 3,500.00
Street Address 611 High Street
City Enola Stete~ Zip 17025
Relationship 01 Claimant 10 Decedent Husband
4. Probate Fees - Register of Wills, Cumberland County 255.00
5. Accountant's Fees - Tinnes & Albright - 2001 tax returns 155.00
6. Tax. Return Preparer's Fees
7. Legal Advertisement - Cumberland Law Journal 75.00
8. Legal Advertisement - The Patriot-News 96.81
9. Register of Wills - file Inv. & Inh. Tax Return 25.00
10. Reserve for close-out costs 75.00
TOTAL (Also enter on line 9, Recapitulation) $ 11,487.77
(If more space is needed, insert additional sheets of the same size)
''''."''".,,.,,'.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
TRITT, LORAYNE C.
FilE NUMBER
21-01-01081
Include un reimbursed medical expenses.
ITEM
NUMBER
1.
2 .
3.
4 .
5.
DESCRIPTION
Pennsylvania State Bank - Line of Credit
Account Number: 700462501
Date of death balance
Waypoint Bank - Mortgage
Account Number: 09800053313
Date of death balance
Hospice of Central PA - account balance
Bank of America - Visa Account
Date of death balance
West Shore Health & ReHab - account balance
AMOUNT
50,728.84
33,004.84
360.00
1,344.52
137.47
-
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
85,575.67
REV.\S'Jcx.ti.g7)
*'
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
TRITT, LORAYNE C.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (Include outright spousel distributions)
1,
James R. Tritt - 611 High St., Enola, PA 17025
FILE NUMBER
21-01-01081
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Husband
sister
Mother
Niece
Niece
AMOUNT OR SHARE
OF ESTATE
Tangible personalty
Residue
$10,000.00 cash
bequest
$5,000.00 cash
bequest
$5,000.00 cash
bequest
$5,000.00 cash
bequest
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTlDNS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2.
Georgia G. CUllen
1011 Bay Harbor Dr., Englewood, FL 34234
Mettie C. Six - 809 Viadel Sol,
North Fort MYers, FL 33903
Stephanie Ann Lightfoot
1590 Pottshill Rd., Etters, PA 17319
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. ALCASE - 1601 Lincoln Ave., Vancouver, WA 98660
2. New CUmberland Fire Dept. - 319 Fourth St., New CUmberland, PA
17070
3.
4.
5.
Jennifer Lynn Corkle
671 Andersontown Road, Dover, PA 17315
1.
3. American Cancer Society, Capital Region Unit
1500 N. Second st., Harrisburg, PA 17102
.
$ 1,000.00
1,000.00
1,000.00
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
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