HomeMy WebLinkAbout06-30-06 (2)
REV-1500 EX (6-00)
OFFICII'L USE ONLY
COMMONWEAL TH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
Hi~RRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
05 00~3_ __
YEAR NUMBER
CCUNTY CODE
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Ritter Alice
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10/5/2005 10/21/1903
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
v
SOCIAL SECURITY NUMBER
195-07-6994
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
Decedent Died Testate (Attach copy of Will)
D 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82)
o 4a. Future Interest Compromise (date of death after 12-12-82) [X] 5. Federal Estate Tax Return Required
[i] 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (date of dealh betwee' 12-31-91 am 1-1-95) 0 11. Election to tax under Sec. 9113(A) (Attach Soh 01
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Limited Estate
Original Return
Litigation Proceeds Received
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
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Stanley A. Smith, Esquire
FIRM NAME (If Applicable)
Rhoads & Sinon LLP
TELEPHONE NUMBER
PO Box 1146
Harrisburg PA 17108-1146
717-:233-5731
2. Stocks and Bonds (Schedule B)
(2)
220,000.00
0.00
OFFICII'L USE oN!. Y
1. Real Estate (Schedule A)
(1)
3_ Clos,ely Held Corporation, Partnership or Sole-Proprietorship (3)
0.00
4_ Mortgages & Notes Receivable (Schedule D) (4)
5. Cast" Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 CJ Separate Billing Requested
i=
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...J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::;) (Schedule G or L)
C
D- 8. Totall Gross Assets (total Lines 1-7)
<(
U
W 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
0:::
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
0.00
110.50
32,791. 20
3,210,945.23
(8)
60,337.74
10,107.75
3,463,846.93
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(13)
70,445.49
3,393,401.44
0.00
(11)
(12)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amou nt of Line 14 taxable at the spousal tax 0.00
Z rate, or transfers under Sec. 9116 (a)(1.2)
0
~ 16. Amou nt of Line 14 taxable at lineal rate 3,393,401.44
cl:
I-
:J 0.00
II.. 17. Amou nt of Line 14 taxable at sibling rate
:E
0 0.00
U 18. Amou nt of Line 14 taxable at collateral rate
X
cl: Ta)[ Due
I- 19.
(14)
3,393,401.44
x .0 ~(15)
x .0 ~(16)
x .12 (17)
x .15 (18)
(19)
0.00
152,703.06
0.00
0.00
152,703.06
20.
[J
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
Estate of Alice V Ritter
Executors (Page 1)
Name
Address
Betty L. Bachman
Box 77
Tax ID
Bowmansdale, PA 17008-
201-18-6826
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Decedent's Complete Address:
S1REET ADDRESS
6355 Creekview Road
Cumberland
CITY I STATE I ZIP
Mechanicsburg PA 17055-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
152,703.06
0.00
132,000.00
6,947.37
Total Credits (A + B + C) (2)
138,947.37
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total Interest/Penalty (0 + E) (3)
0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
13,755.69
A. Enter the interest on the tax due. (5A)
0.00
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check to: REGISTER
13,755.69
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [l!l
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes
No
[X]
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Declaration of preparer other than the personal representative is based on all information of which preparerhas any knowledge.
( S~ATURE ~~ PERSQ.N RESPONSIBLE FOR FILING RETURN
Y~LZ: .', ~ ..f etty L. Bachman,
ADDRESS ~
c/o Rhoads & Sinon LLP PO Box 1146
"GNAru"'O"~,~~:ct1TI"
ADDRESS ~
c/o Rhoads & Sinon LLP PO Box 1146
Executrix
Harrisburg PA 17108-1146
DATE
(0- 2?-O~
Harrisburg PA
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 99916 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only 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. 9 9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9 9116(1.2) [72 P.S. 9 9116(a)(1)].
The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% (72 P.S. 9 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent. whether by blood or adoption.
3W4646 1.000
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
REV-1502 EX + (6-98)
ESTATE OF
FILE NUMBER
Alice V Ritter
21 05 00963
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 survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1. Real property situate in Naomi
Lake, Pocono Pines, Tobyhanna
Township, Monroe County,
Pennsylvania
DESCRIPTION
VALUE AT DATE
OF DEATH
*Valued as per attached
appraisal
220,000.00
TOTAL (Also enter on line 1, Recapitulation)
$
220,000.00
3W4695 1000
(If more space is needed, insert additional sheets of the same size)
REV-150B EX + (&-9B)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Alice V Ritter
FILE NUMBER
2105 00963
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 Trust under Paragraph Ninth of
Will of Russell E. Ritter
(Residuary Trust), Manufacturers
and Traders Trust Company,
surviving Trustee
Interest accrued to 10/5/2005
110.50
3W46AD 1.000
TOTAL (Also enter on line 5 Recaoitulationl $
(If more space is needed. insert additional sheets of the same size)
110.50
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alice V Ritter
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21 05 00963
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINTTENANT(S) NAME
ADDRESS
RELA1l0NSHIP TO DECEDENT
A.
Bachman, Betty L.
Box 77, Bowmansdale, PA 17008
Daughter
B
c
JOINTLY -OWNED PROPERTY:
LETTER DA1lE DESCRIP1l0N OF PROPERTY %OF DA1lE OF DEATH
ITEM FORJOINT MADE I NClUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DA1lE OF DEATH DECO'S VALUE OF
N..1vlBEROR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
NUMBER TENAI-.JT JOINT JOINTLY-HELD REAL ESTATE VALUE OF ASSET IN1lEREST DECEDENTSIN1lEREST
1. A.
1 A 7/30/2002 M&T Bank checking account
#951002790
Owned jointly with
decedent's daughter, Betty
L. Bachman 65,580.97 50.0000 32,790.49
Interest accrued to
10/5/2005 1.41 50.0000 0.71
TOTAL IAlso enter on line 6, Recaoitulationl $ 32,791.20
3W46AE 1000
(II more space is needed, insert additional sheets olthe same size)
REV-1510 EX + (6-91l)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alice V Ritter
FILE NUMBER
21 05 00963
ITEM
NUMBEr;
1.
This schedule must be completed 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
INCLUJE Tf-E ~ME OF H-E TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
Ti-E DATE OF TRANSFER ATTACH A COpy OF THE DEED FOR REAL ESTATE
TAXABLE
VALUE
Gift to Adam Probst,
great-grandson of decedent,
1/1:2/2005
2
Gift to Amy Dankanich,
granddaughter of decedent,
1/1:2/2005
3
Gift to Betty L. Bachman,
daughter of decedent, 1/12/2005
4
Gift to Brandon Bachman, great
grandson of decedent, 1/12/2005
5
Gift to Cheryl Fraser,
granddaughter of decedent,
1/12/2005
6 Gift to Genna Bachman, great
granddaughter of decedent,
1/12/2005
7 Gift to Gregory Bachman,
grandson of decedent, 1/12/2005
8 Gift to Heath Fraser, great
grandson of decedent, 1/12/2005
9 Gift to Hunter Bachman, great
grandson of decedent, 1/12/2005
10 Gift to Jacob Leitze11, great
grandson of decedent, 1/12/2005
11 Gift to Jason Probst, great
grandson of decedent, 1/12/2005
12 Gift to Jenny Smith, great
granddaughter of decedent,
1/12/2005
13 Gift to Joshua Leitze11, great
grandson of decedent, 1/12/2005
DATE OF DEATH
VALUE OF ASSET
EXCLUSION
IIF APPLICABLE'
% OF DECD'S
INTEREST
6,000.00 100.0000
3,000.00
3,000.00
11,000.00 100.0000
3,000.00
8,000.00
11,000.00 100.0000
3,000.00
8,000.00
11,000.00 100.0000
3,000.00
8,000.00
11,000.00 100.0000
3,000.00
8,000.00
11,000.00 100.0000 3,000.00 8,000.00
11,000.00 100.0000 3,000.00 8,000.00
11,000.00 100.0000 3,000.00 8,000.00
11,000.00 100.0000 3,000.00 8,000.00
6,000.00 100.0000 3,000.00 3,000.00
6,000.00 100.0000 3,000.00 3,000.00
6,000.00 100.0000
3,000.00
3,000.00
6,000.00 100.0000
3,000.00
3,000.00
3,131,945.23
~rota1 from continuation sched 1es. .......
TOTAL (Also enter on line 7, Recapitulation) $
3,210,945.23
3W46AF 1.000
(If more space is needed, insert additional sheets of the same size)
Estate of: Alice V Ritter
195-07-6994
Schedule G (Page 2)
Item
No. Description
DOD Value
of Asset % Interest
Exclusion
Taxable
Value
14 Gift: to Justin Hastings, great
grandson of decedent, 1/12/2005 6,000.00 100.0000 3,000.00 3,000.00
15 Gift to Katie Orwan, great
granddaughter of decedent,
1/12/2005 6,000.00 100.0000 3,000.00 3,000.00
16 Gift to Kerri Leitzell, great
granddaughter of decedent,
1/12/2005 6,000.00 100.0000 3,000.00 3,000.00
17 Gift: to Kimberly Hastings,
granddaughter of decedent,
1/12/2005 11,000.00 100.0000 3,000.00 8,000.00
18 Gift: to Luke Orwan, great grandson
of decedent, 1/12/2005 6,000.00 100.0000 3,000.00 3,000.00
19 Gift to Mackenzie Fraser, great
granddaughter of decedent,
1/1:2/2005 11,000.00 100.0000 3,000.00 8,000.00
20 Gift: to Madelana Bachman, great
granddaughter of decedent,
1/12/2005 11,000.00 100.0000 3,000.00 8,000.00
21 Gift to Madison Smith, great
granddaughter of decedent,
1/1:2/2005 6,000.00 100.0000 3,000.00 3,000.00
22 Gift to Maisey Smith, great
gra:nddaugh ter of decedent,
1/12/2005 6,000.00 100.0000 3,000.00 3,000.00
23 Gift to Meghan Probst, great
granddaughter of decedent,
1/12/2005 6,000.00 100.0000 3,000.00 3,000.00
24 Gift to Michael Bachman, grandson
of decedent, 1/12/2005 11,000.00 100.0000 3,000.00 8,000.00
25 Gift to Molly Leitze1l, great
granddaughter of decedent,
1/12/2005 6,000.00 100.0000 3,000.00 3,000.00
26 Gift to Ridge Bachman, great
grandson of decedent, 1/12/2005 11,000.00 100.0000 3,000.00 8,000.00
Total (Carry forward to main schedule)
64,000.00
Estate of: Alice V Ritter
Schedule G (Page 3)
Item
No. Desc::ription
27 Gift to Sara Hastings, great
granddaughter of decedent,
1./1.2/2005
DOD Value
of Asset % Interest
6,000.00 1.00.0000
28 Gift: to Stephen Bachman, grandson
of decedent, 1./1.2/2005 1.1.,000.00 1.00.0000
29 Gift: to Tammy Leitze1.l,
granddaughter of decedent,
1./1.~!/2005
30 Gift: to Terry Probst,
granddaughter of decedent,
1./1.2/2005
31. Gift: to Wendy Byers, great
granddaughter of decedent,
1./1.:~/2005
32 Gift: to Zachary Byers, great
grandson of decedent, 1./1.2/2005
33 Trul~t under Agreement of Russe1.l
E. Ritter and Alice V. Ritter
da tlad January 5, 1. 965 ,
Manl1facturers and Traders Trust
Company, successor Trustee
Intcarest accrued to 1.0/5/2005
Total (Carry forward to main schedule)
1.1.,000.00 1.00.0000
1.1.,000.00 1.00.0000
6,000.00 1.00.0000
6,000.00 1.00.0000
3,030,995.23 1.00.0000
3,950.00 1.00.0000
Exclusion
3,000.00
3,000.00
3,000.00
3,000.00
3,000.00
3,000.00
0.00
1.95-07-6994
Taxable
Value
3,000.00
8,000.00
8,000.00
8,000.00
3,000.00
3,000.00
3,030,995.23
3,950.00
3,067,945.23
REV-1511 EX+(12-99)
COMMONWE,ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Alice V Ritter
FILE NUMBER
21 05 00963
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Neill Funeral Home 12,012.50
Total from continuation schedules . . . . . . . . . 2,747.27
B. ADMINISTRATIVE COSTS:
1. 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 42,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 350.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1 Cumberland Law Journal
Legal advertising 75.00
2 H. John Davis oil Company
Fuel oil 257.39
Total from continuation schedules . . . . . . . . . 2,895.58
TOTAL (Also enter on line 9, Recapitulation) $ 60,337.74
3W46AG 1000
(If more space is needed, insert additional sheets of the same size)
Estate of: Alice V Ritter
Item
No.
2
Description
West Shore Country Club
]~uneral luncheon
195-07-6994
Schedule H Part 1 (Page 2)
Amount
2,747.27
Total (Carry forward to main schedule)
2,747.27
Estate of: Alice V Ritter
195-07-6994
Schedule H Part 7 (Page 2)
3
Marc S. Lucarelli, Certified
Appraiser
Appraisal of real estate
300.00
4
PA Dept of Vital Statistics
Death certificates for Dorothy J.
Bromley
18.00
5
Patriot News
Legal advertising
138.93
6
Pocono Property Abstract, Inc
Title search for real estate
155.50
7
RESERVES: Rhoads & Sinon LLP
Out of pocket expenses to include:
Copies - $50.60 Telephone - $7.14
Federal Express - $42.35 Postage
- $19.11 Lexis Searches - $131.16
Fax - $28.00 Stock Evaluation -
$64.79 Misc - $1,500.00
1,843.15
8
Trout, Ebersole & Groff, LLP
Tax preparation fee (final
returns)
440.00
Total (Carry forward to main schedule)
2,895.58
REV-1512 EX + (12-03)
COMMONWEAL TH OF PENNSYLVANIA
INHEFtlTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Alice V lRitter
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21 05 00963
Report d4~bts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Michael Bachman
Reimbursement for medical supplies
and nursing expenses
5,980.75
2
Family for Care
Nursing expense
500.00
3
PA Department of Revenue
2005 final personal income tax
936.00
4
United States Treasury
2005 final personal income tax
2,691.00
3W46AH 2.000
TOTAL (Also enter on line 10. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
10,107.75
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Alice V Ritter
FILE NUMBER
2105 00963
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 Sec. 9116 (a) (1.2)]
1 see attached None 0.00
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
3W46AI 1.000
(If more space is needed, insert additional sheets of the same size)
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 2)
Item
No. Description
Relation
Amount
2 Betty L. Bachman
Box 77
Bowmansda1e, PA 17008
One-half interest in Trust under
Paragraph Ninth of will of Russell
E. Ritter (Residuary Trust),
'Manufacturers and Traders Trust
Company, surviving Trustee
Accrued income: 55.25
One-half interest in Trust under
Agreement of Russell E. Ritter and
Alice V. Ritter dated January 5,
1965, Manufacturers and Traders
Trust Company, successor Trustee
Inventory Value: 1,480,349.59
Accrued: 1,975.00
Full interest in M&T Bank checking
account #951002790
Owned jointly with decedent's
daughter, Betty Bachman
Inventory Value: 32,790.49
Accrued: 0.70
Full interest in Real property
situate in Naomi pines, Tobyhanna
Township, Monroe County,
Pennsylvania, as more fully
described in Deed dated November
26, 1945, recorded in Deed Book
152, page 59 and in Deed dated May
22, 1947, recorded in Deed Book
162, Page 39
Inventory Value: 220,000.00
Gift to Betty L. Bachman
Inventory Value: 8,000.00
Daughter
1,743,171.04
3 Brandon Bachman
Gift to Brandon Bachman, great
grandson of decedent, 1/12/2005
Inventory Value: 8,000.00
Great Grandchild
8,000.00
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 3)
Item
No. Description
Relation
Amount
4 Genna Bachman
Gift to Genna Bachman, great
'granddaughter of decedent,
1/12/2005
Inventory Value: 8,000.00
Great Grandchild
8,000.00
5 Gregory Bachman
Gift to Gregory Bachman, grandson
of decedent, 1/12/2005
Inventory Value: 8,000.00
Grandson
8,000.00
6 Hunter Bachman
Gift to Hunter Bachman, great
grandson of decedent, 1/12/2005
Inventory Value: 8,000.00
Great Grandchild
8,000.00
7 Madelana Bachman
Gift to Madelana Bachman, great
granddaughter of decedent,
1/12/2005
Inventory Value: 8,000.00
Great Grandchild
8,000.00
8 Michael Bachman
Gift to Michael Bachman, grandson
of decedent, 1/12/2005
Inventory Value: 8,000.00
Grandson
8,000.00
9 Ridge Bachman
Gift to Ridge Bachman, great
grandson of decedent, 1/12/2005
Inventory Value: 8,000.00
Great Grandchild
8,000.00
10 Stephen Bachman
Gift to Stephen Bachman, grandson
of decedent, 1/12/2005
Inventory Value: 8,000.00
Grandson
8,000.00
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 4)
Item
No. Description
Relation
Amount
11 1Nendy Byers
Gift to Wendy Byers, great
'granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
12 Zachary Byers
Gift to Zachary Byers, great
grandson of decedent, 1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
13 Amy Jane Dankanich
651 Red Fox Court
Lewisberry, PA 17339
One-quarter of a one-half interest
in Trust under Paragraph Ninth of
Will of Russell E. Ritter
(Residuary Trust), Manufacturers
and Traders Trust Company,
surviving Trustee
Accrued: 13.81
One-quarter of a one-half interest
in Trust under Agreement of
Russell E. Ritter and Alice V.
Ritter dated January 5, 1965,
Manufacturers and Traders Trust
Company, successor Trustee
Inventory Value: 370,087.40
Accrued: 493.75
Gift to Amy Dankanich
Inventory Value: 8,000.00
Granddaughter
378,594.96
14 Cheryl Fraser
Gift to Cheryl Fraser,
granddaughter of decedent,
1/12/2005
Inventory Value: 8,000.00
Granddaughter
8,000.00
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 5)
Item
No.
Description
Relation
Amount
15 Heath Fraser
Gift to Heath Fraser, great
grandson of decedent, 1/12/2005
Inventory Value: 8,000.00
Great Grandchild
8,000.00
16 Mackenzie Fraser
Gift to Mackenzie Fraser, great
granddaughter of decedent,
:l/12/2005
Inventory Value: 8,000.00
Great Grandchild
8,000.00
17 .Justin Hastings
Gift to Justin Hastings, great
grandson of decedent, 1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
18 Kimberly Lou Hastings
451 Kennedy Lane
PO Box 24
Dauphin, PA 17018
One-quarter of a one-half interest
in Trust under Paragraph Ninth of
Will of Russell E. Ritter
(Residuary Trust), Manufacturers
and Traders Trust Company,
surviving Trustee
Accrued: 13.82
One-quarter of a one-half interest
in Trust under Agreement of
Russell E. Ritter and Alice V.
Ritter dated January 5, 1965,
Manufacturers and Traders Trust
Company, successor Trustee
Inventory Value: 370,087.39
Accrued: 493.75
Gift to Kimberly Hastings
Inventory Value: 8,000.00
Granddaughter
378,594.96
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 6)
Item
No. Description
Relation
Amount
19 Sara Hastings
Gift to Sara Hastings, great
granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
20 Jacob Leitzell
Gift to Jacob Leitzell, great
grandson of decedent, 1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
21 Joshua Leitzell
Gift to Joshua Leitzell, great
grandson of decedent, 1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
22 Kerri Leitzell
Gift to Kerri Leitzell, great
granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
23 Molly Leitzell
Gift to Molly Leitzell, great
granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 7)
Item
No. Description
Relation
Amount
24 ~rammy Elaine Lei tzell
4217 Concord Street
Harrisburg, PA 17109
One-quarter of a one-half interest
in Trust under Paragraph Ninth of
Will of Russell E. Ritter
(Residuary Trust), Manufacturers
.and Traders Trus t Company,
surviving Trustee
,Accrued: 13.81
One-quarter of a one-half interest
in Trust under Agreement of
Russell E. Ritter and Alice V.
Ritter dated January 5, 1965,
Manufacturers and Traders Trust
Company, successor Trustee
Inventory Value: 370,087.39
Accrued: 493.75
Gift to Tammy Leitzell
Inventory Value: 8,000.00
Granddaughter
378,594.96
25 Katie Orwan
Gift to Katie Orwan, great
granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
26 Luke Orwan
Gift to Luke Orwan, great grandson
of decedent, 1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
27 Adam Probst
Gift to Adam Probst,
great-grandson of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 8)
Item
No.
Description
Relation
Amount
28 ,Jason Probst
Gift to Jason Probst, great
grandson of decedent, 1/12/2005
:[nventory Value: 3,000.00
Great Grandchild
3,000.00
2 9 l~eghan Probs t
Gift to Meghan Probst, great
srranddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
30 Terry Lee Probs t
160 Oakwood Avenue
PO Box 591
Dauphin, PA 17018
One-quarter of a one-half interest
in Trust under Paragraph Ninth of
will of Russell E. Ritter
(Residuary Trust), Manufacturers
and Traders Trust Company,
surviving Trustee
Accrued: 13.81
One-quarter of a one-half interest
in Trust under Agreement of
Russell E. Ritter and Alice V.
Ritter dated January 5, 1965,
l~anufacturers and Traders Trust
Company, successor Trustee
:[nventory Value: 370,087.39
Accrued: 493.75
Gift to Terry Probst
Inventory Value: 8,000.00
Granddaughter
378,594.96
31 ,Jenny Smith
13ift to Jenny Smith, great
granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
Estate of: Alice V Ritter
195-07-6994
Schedule J Part 1 (Page 9)
Item
No. Description
Relation
Amount
32 Madison Smith
Gift to Madison Smith, great
granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00
33 Maisey Smith
Gift to Maisey Smith, great
granddaughter of decedent,
1/12/2005
Inventory Value: 3,000.00
Great Grandchild
3,000.00