HomeMy WebLinkAbout10-06-05 (2)
REV-1500 EX + (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2
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o 2 7
COUNTY CODE -----y"'EAR- - - NUMBER- -
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Ritche Franklin, 0
DATE OF DEATH (MM-DD-Year)
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM.DD-Year)
1 96- 1 8 - 3 032
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
03/10/2005 08/21/1923
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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[R] 1. Original Retum
D 4. Limited Estate
[R] 6. Decedent Died Testate (Attach copy of Will)
D g. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (date of death afler 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTruS!)
D 10. Spousal Poverty Credit (date ofd.ath b_en 12.31-91 and 1-1-95)
D 3. Remainder Retum (dateofd.athpMortoI2.13.82)
D 5. Federal Estate Tax Retum Required
1... 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAiliNG ADDRESS
John J.Moran II 125 East Philadelphia Street
FIRM NAME (If Applicable)
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TELEPHONE NUMBER
717-846-3833
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
York
(1)
(2)
(3)
(4)
(5)
(6)
(7)
PA 17403
OFFle'IAL USE ONLY
131,800.00 I
17,778.37j,
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37,848.00 I
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726,018.13 L
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(8)
913,444.50
(9)
(10)
76,285.17
3,661.24
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11)
(12)
(13)
79,946.41
833,498.09
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
833,498.09
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15. Amount of Line 14 taxable at the spousal tax
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
0.00 X _(15) 0.00
0.00 X _(16) 0.00
412,965.90 X .12 (17) 49,555.91
420,532.19 X .15 (18) 63,079.83
(19) 112,635.74
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
>> · BESURETO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECKMATH<<
m1 M&fBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (8&8) 502-4349
Fax (302) 934-2955
September 27, 2005
Law Offices of
Keith A Hassler
9 North Beaver Street
York, Pennsylvania 17401
Reo' Estate or Franklin D Ritchev
Social Security: 196-18-3032
Date of Death: March 10, 2005
Dear Sir or Madam:
Per your inquiry dated September 20, 2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
I.
Type of Account
Checking Account
Account Number
71996869
Ownership (Names oj)
Franklin D Ritchey *
Betty M Ritchey *
Taylor K Miller, POA
Opening Date
0.8/28/64 Closed 0.9/0.1/0.5
Balance on Date of Death
$17,925.7J
Accrued Interest
$
0.0.0.
Total
$17,925.71
2.
Type of Account
Safe Deposit Box
Box Number/Location
0.0.0.140.0. / West Shore Plaza
Ownership (Names oj)
Franlin D Ritchey *
Betty M Ritchey *
Opening Date
0.9/0.1/50.
* For further account information, regarding ownership and any changes, closures and/or reimbursement of
funds, please contact our West Shore Plaza Branch at 1200 Market Street, Lemoyne, P A 17043, or # 717-255-
2271.
Sincerely, ~
~~;!~~?~b
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Nancy Clagett
Records Management
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LAST WILL AND TESTAMENT
OF
FRANKLIN D. RITCHEY
I, FRANKLIN D. RITCHEY, now of the borough of Camp
Hill, Cumberland County, pennSYlvania'~rlare thi~to 0e my
Last Will and Testament and revoke ~~o; Wills or Codicils
made by me. ~~
ITEM I. I direct th~;l of my just debts and funeral
expenses, including the cost of my gravemarker, if any, shall
be paid from my estate as soon as practicable after my decease
as a part of the administrative expenses of my estate.
ITEM II. I give and devise all of my estate of every
nature and wherever situate to my wife, BETTY M. RITCHEY, provided
she survives me by thirty (30) days. Should she predecease
me or die on or before the thirtieth (30th) day following my
death, then I give and devise the same as follows:
A. I give my wife's one-carat diamond engagement
ring to my sister, BETTY CLAAR.
B. My wife's one-half-carat diamond ring to her nephew,
TAYLOR K. MILLER.
C. All antique furniture, cut glass, pictures, sterling
silver, dishes and china I give in equal shares to my sister-in-law,
CARMEN RITCHEY and my wife's brother, ROBERT MILLER, to be divided
among them as they agree, or if they cannot agree, as my executor
decides.
D. The rest of my estate I give and devise as follows:
1. One-half thereof to my wife's brother, ROBERT
MILLER, if living on the thirtieth (30th) day following my death,
and if not, I give the same to my wife's nephew, TAYLOR K. MILLER.
2. The remaining one-half thereof I give in equal
shares to the then living of my brothers and sister.
~l4t'-h.b_ ,"!J r {?L-:TC/:.e~
Franklin D. Ritchey ?
ITEM III. I appoint my wife, BETTY M. RITCHEY, Executrix
of this my Last will and Testament. Should she fail to qualify
o~ cease to act in such capacity, I then appoint her nephew,
!J
iAYLOR K. MILLER, as Contingent Executor of this my Last will
/ i
(apd Testament. .N..O........ bond shall be required by my Personal Representative
f? any jurisd~c_:t:i,.(>D.
ITEM IV. In addition to the powers given by law to
my Personal Representative (herein fiduciary) in the administration
of my estate, he shall have the following discretionary powers
applicable to all real and personal property held by him, including
property held for minors, effective without court order until
actual distribution.
(The words "he" and "him" as used herein
shall be deemed to include the words "she", "it", "they", "his",
and "her" as appropriate.)
A. To retain any property owned by me at my death
and to invest any funds held by him in any stocks, bonds, notes
or other securities or property, real or personal, it being
my intention to give him the broadest investment powers possible
within the limitations of the law.
B. To sell or otherwise dispose of any property,
real or personal, at any time forming a part of my estate or
the Trust estate, for cash or upon credit, in such manner and
on such terms as he sees fit, and no one dealing with the fiduciary
shall be bound to see to the application of any monies paid.
C. To manage, operate, repair, improve, mortgage
or lease for any term any real estate at any time held or owned
by him as fiduciary.
D. To hold investments in the name of a nominee and
exercise and dispose of warrants.
E. To engage in litigation and compromise, arbitrate
or abandon claims and property.
F. To conduct any business in which I am engaged
or in which I have an interest at the time of my death, for
'~~a- ,t). Mh ,
Franklin D. Ritchey t1
-2-
such period as the fiduciary deems advisable, with the power
to borrow money and to pledge the assets of the business and
do all other acts, which I, in my lifetime, could have done,
or to delegate such powers to a partner, manager or employee,
without liability for any loss occurring therein.
G. To allocate items of receipt of disbursement between
principal and income as the fiduciary deems equitable regardless
of the character given such items by law; to distribute in cash
or kind or partly in each at valuations fixed by the fiduciary.
H. In general, to exercise all powers in the management
of the assets of my estate which any individual could exercise
in the management of similar property owned in his own right,
upon such terms and conditions as the fiduciary may deem best,
and to execute and deliver all instruments and to do all acts
which the fiduciary may deem necessary or proper to carry out
the purposes of this will.
I. To apply income or principal to which any beneficiary
is entitled, directly for his or her comfort, maintenance and
support, should the fiduciary deem such beneficiary incapable
of receiving the same by reason of age, illness, infirmity or
incapacity, or to pay the same to such person or persons as
the fiduciary selects to disburse it, whose receipt shall be
a complete acquittance therefore without the intervention of
any guardian.
J. To assume continuance of the status of any beneficiary
with reference to death, marriage, divorce, illness, incapacity
or other change in the absence of information deemed reliable
without liability for disbursements made on such assumptions.
K. No interest of any beneficiary of my estate shall
be subject to anticipation or to pledge, assignment, sale or
transfer by such beneficiary, nor shall any beneficiary have
the power in any manner to charge or encumber his or her interest,
~~RJ.~1v
ranklin D. itche
-3-
nor shall the interest of any beneficiary be liable or subject
in any manner while in the possession of my Personal Representative
for the liability of such beneficiary, whether such liability
arises from his or her debts, contracts, torts or other agreements
of any type and the same may not be liable for any levy, attachment,
execution or sequestration while in the hands of any fiduciary.
~ IN
/ i-day
WITNESS WHEIAEOF,
Au fU<J-'\
of ~, 1990.
I have hereunto set my hand this
~-A~
Franklin D. Ritchey
The preceding instrument, consisting of this and three other
typewritten pages, identified by the signature of the Testator,
was on the day and date thereof signed, published and declared
by FRANKLIN D. RITCHEY, Testator therein named, as and for his
last Will in the presence of us, who, at his request, in his
presence .a~d~i he presence of each other have subscribed our
na~~s w ess s ereto.
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
.
.
SS:
COUNTY OF DAUPHIN
.
.
I, FRANKLIN D. RITCHEY , testator whose
name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my last Will, that
I signed it willingly, and that I signed it as my free and voluntary
act for the purposes therein expressed.
~A9-~
Franklin D. Ritchey ~
of
Sworn or affirmed to and acknowledged before
Franklin D. Ritchey , testator, this 14+h
ChJ. ~JO.l::. , 1990
me,
day
by
L .~
~P~i~l
My Commission Expires:
AFFIDAVIT
NOTARIAL SEAL
lINOAL. GUSTIN. Notary Public
Harrisburg, P A Dauphin COIIIlly
My Commission Expires May 20, 1991
COMMONWEALTH OF PENNSYLVANIA
.
.
SS:
COUNTY OF DAUPHIN
:
:u .we,'~lc.h~l. p~ ~.~J~a.
f'Iv...J:lJ.. ) , the witnesses who e names are
s1gned to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and
saw testator sign and execute the instrument as his last Will,
that he signed willingly and that he executed it as his free
and voluntary act for the purposes therein expressed, that each
of us in the hearing and sight of the testator signed the Will
as witnesses; and that to the best of our knowledge the testator
was at that time.18 or more Y7ars of age, of sound)m and
under no constra1nt or undue 1nfluence. /'
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of
O~~~~_ and subscribed before me this
_~ ' 19QO .
/4+h
day
L~L.~
Notary Publ c
My Commission Expire! : NOTARIAL SEAl
lINOAL.GUSTIN. Notary Public
. Harrisburg, P A Dauphin COIIIlly
Mv Commission EXDires Mav 20 1llQ1
REV-'~02 EX + (6-98)
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FilE NUMBER
Ritchev Franklin D 21 05 0271
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 orooertv which is iointlv-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
131800.00
Residence
205 South 16th Street Camp Hill, PA 17011
TOTAL (Also enter on line 1, Recapitulation) $
(if more space is needed, insert additional sheets of the same size)
131 800.00
REV-1~03 EX + (6-.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Ritchev Franklin D
FILE NUMBER
21 05
0271
All property jointly-owned w~h right of sUlVivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
307 shares Prudential Financial Inc. @ $57.91 each
VALUE AT DATE
OF DEATH
17778.37
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
17778.37
REV-~508 EX + (8-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 05
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ESTATE OF
Ritchey Franklin D
0271
ITEM
NUMBER
1.
2
3
4
5
6
7
8
9
10
11
DESCRIPTION
VALUE AT DATE
OF DEATH
1400.00
1987 Dodge Van
1999 Chrysler 300 automobile
7500.00
AT&T Refund
Refund
35.55
Health South
Refund
15.57
Liberty Mutual
Auto insurance refund
153.00
M & T Bank Checking Account
17925.71
Miscellaneous antiques to Taylor K. Miller
3487.81
Miscellaneous antiques to Carmen Ritchey
4078.50
Miscellaneous tangible personal property
1144.39
Prudential
Refund - long term care insurance
1657.47
Prudential Long Term Care Ins.
Refund - long term care insurance
450.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
37848.00
REV-1510 EX + (6-98)
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ritchev Franklin 0
FILE NUMBER
21 05
0271
This schedule must be ccmpleted and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER THE DATE OF TRANSFER. ATTACH ACOPV OF THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST (IF APPliCABLE) VALUE
1. Prudential Financial annuity #E0037166 73,354.48 100. 73,354.48
2. Prudential Financial annuity #E0130130 275,707.29 100. 275,707.29
3. Prudential Financial annuity #E0274750 165,589.52 100. 165,589.52
4. Jefferson Pilot annuity #A004412953 1,814.72 100. 1,814.72
5. Chase Insurance Life & Annuity Co. annuity #FK7001192 3,617.40 100. 3,617.40
6. Chase Insurance Life & Annuity Co. annuity #FK7001188 10,921.78 100. 10,921.78
7. American Eagle Equity Investment Life Insurance Co. 195,012.94 100. 195,012.94
annuity #291272
TOTAL (Also enter on line 7 Recapitulation) $ 726018.13
(If more space is needed, insert additional sheets of the same size)
REV-.1S11 EX+ (12-99)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
Ritchev Franklin. 0
ITEM
NUMBER
A.
B.
1.
2.
3.
4.
1
6.
1
2
3
4
5
6
7
8
9
10
11
12
21
0271
05
Debts 01 decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Myer Haffner Funeral Home Inc.
7,974.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name 01 Personal Representative (s) Taylor K. Ritchey
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 1904 North GeorQe Street
30.595.49
City York
Year(s) Commission Paid: 2005
State P A
Zip 17404
Attomey Fees John J.Moran II
Family Exemption: (II deoedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
31,345.49
Street Address
City
State
Zip
Relationship 01 Claimant to Decedent
Probate Fees
Aooountanfs Fees Spangler & Associates
350.00
Tax Retum Preparers Fees
Miscellaneous utilities and maintenance of property
John J. Moran II - legal advertising
The Sentinel -legal advertising
Janet Miller, Tax Collector - tax certification
M & T Bank - Bank service charge
Taylor Miller Organ Co. - reimburse postage
Taylor Miller - reimburse executor travel
Taylor Miller - reimburse postage
Taylor Miller - reimburse executor travel
Register of Wills - short certificates
Taylor Miller Organ Co. - reimburse probate fees
Myers Harner Funeral Home - death certificates
4,618.22
75.00
151.55
5.00
30.46
22.20
364.31
164.50
235.95
28.00
280.00
45.00
TOTAL (Also enter on line 9, Recapitulation) $
(II more space is needed, insert additional sheets 01 the same size)
76285.17
I-
REV-"1512 @( + (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ritchev Franklin 0
FILE NUMBER
21
05
0271
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Checks outstanding at date of death
VALUE AT DATE
OF DEATH
2437.09
3 Neurology Center PC - outstanding bill
5.03
4 Internists of Central PA - outstanding bill
182.36
5 Bankcard Services - outstanding bill
244.98
6 AT & T - outstanding bill
55.49
7 Healthsouth Rehab of Mechanicsburg -outstanding bill
15.57
8 Keystone Urology - outstanding bill
6.49
10 Quantum Imaging - outstanding bill
70.27
11 Susquehanna Surgeons - outstanding bill
8.61
12 A T & T - outstanding bill
18.13
13 Internal Revenue Service - 2004 income tax due
617.22
TOTAL (Also enter on line 10, Recapitulation) $
(If more space Is needed, insert additional sheets of the same size)
3 661.24
i
R~V_1.513EX:(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Ritchev Franklin D
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
See, 9116 (a)(1 .2)]
1. Taylor K. Miler Collateral 416,453.69
1904 North George Street
York PA 17403
2. Thomas Ritchey Sibling 137,655.30
R.D. #1 Box 250
Hollidaysburg, PA 16648
3. Theodore Ritchey Sibling 137,655.30
RD. #2 Box 335
Portage, PA 15946
4. Betty Claar Sibling 137,655.30
RD. #2 Box 331
Portage, PA 15946
5. Carmen Ritchey Collateral 4,078.50
RD. #2 Box 333
Portage, PA 15946
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
..
FILE NUMBER
21 05
0271
(If more space IS needed, insert additional sheets of the same size)