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HomeMy WebLinkAbout94-00110 \.; usr WILL m> TESTAMENr OF JC:Ilm H. FREDERIC< ~ :02-.3-LJ{ GEORGE M. HOUCK 11 Ir ATTORNEY-AT-lAW COMMONWEAl. fH NAt10HAL aANK 8IJllDlNG 2 W. MAIN STREET MECHANICSBUAG. PA 17055 . ,. ~ .. LAST WILL AND TESTAMENT OF JOHN H. FREDERICK I, JOHN H. FREDERICK, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, pUblish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1- I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. All estate, inheritance, succession and other taxes imposed or payable by reason of my death with respect to all property passing under this Will, or otherwise, shall be paid out of the principal of my residuary estate as if such taxes were administration expenses, without apportionment or right of reimbursement. I authorize my Executrices to pay all such taxes at such time or times as they deem advisable. 2. I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, to my two daughters, D. Lynn Frederick and Karen L. Copeland, to be divided between them by my Executrices with due regard for their personal preferences in as nearly equal shares as practical. 3. I give, devise and bequeath seventy-five per cent (75t) of the residue of my estate of every nature and wherever situate to the Trustees hereinafter named for the following uses and purposes: A. To hold the same, IN TRUST, as follows: (1.) To pay the net income therefrom to my daughter, D. Lynn Frederick, for her life in such periodic installments as the trustees shall find c~nvenient, but at least as often as quarter-annually. 1 .. .. (2.) As much of the principal of this trust as both trustees shall agree and from time to time, think advisable for the support of my daughter, D. Lynn Frederick, or during illness or emergency, shall be either paid to her, or else be applied directly for her benefit. (3.) Karen L. Copeland, trustee, may apply the net income of this trust for the support of my daughter, D. Lynn Frederick, should she by reason of illness, or any other cause, in the opinion of the trustee, be incapable of disbursing it. (4.) Upon the death of my daughter, D. Lynn Frederick, this trust shall terminate and the then-remaining principal and any accumulated or undistributed income shall be distributed to the then-living issue of D. Lynn Frederick, per stirpes. In the event there are such issue, the surviving trustee shall continue to hold the share of said deceased daughter for the benefit of such issue, until such issue shall attain the age of 21 years, except, however, that said trustee shall have discretionary authority to apply such portion of the principal of the share of such issue for his or her support and education as may be necessary for those purposes. In the event that there are no such issue, then living, the then remaining principal and accumulated income shall be added to and distributed as a part of the trust hereinafter created for my daughter, Karen L. Copeland. 4. I give, devise and bequeath twenty-five per cent (25t) of the residue of my estate of every nature and wherever situate to the Trustees hereinafter named for the fOllowing uses and purposes: A. to hold the same, IN TRUST, as follows: (1.) To pay the net income therefrom to my daughter, 2 ." Karen L. Copeland, for her life in such periodic installments as the trustees shall find convenient, but at least as often as quarter-annually. (2.) As much of the principal of this trust as both trustees shall agree and from time to time, think advisable for tile support of my daughter, Karen L. Copeland, or during illness or emergency, shall be either paid to her, or else be applied directly for her benefit. (3.) D. Lynn Frederick, trustee, may apply the net income of this trust for the support of my daughter, Karen L. Copeland, should she by r~ason of illnes, or any other cause, in the opinion of the trustee, be incapable of disbursing it. (4.) Upon the death of my daughter, Karen L. Copeland, this trust shall terminate and the then-remaining principal and any accumulated or undistributed income shall be distributed to the then-living issue of Karen L. Copeland, per stirpes. In the event there are no such issue, the surviving trustee shall continue .to hold the share of said deceased daughter for the benefit of such issue, until such issue shall attain the age of 21 years, except, however, that said trustee shall have discretionary authority to apply such portion of the principal of the share of such issue for his or her support and education as may be necessary for those purposes. In the event that thure are no such issue, then living, the then remaining principal and accumulated income shall be added to and distributed as a part of the trust hereinafter created for my daughter, D. Lynn Frederick. 5. I direct that the interests of all beneficiaries in the trusts hereby created, whether in the principal or income thereof, shall be free from liability to attach~ent Qr ather 3 .... ..... 6. My executrices, trustees, and guardians shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: . " A. To retain any or all of the assets of my estate, real or personal, including any shares of stock or other securities I may own of the corporate fiduciary or its successor, or of a holding company controlling the corporate fiduciary or its successor, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk. B. To invest in all forms of property (including stock or other securities of the corporate fiduciary or its successor, or of a holding company controlling the corporate fiduciary or its successor, and common trust funds and mortgage investment funds whether maintained by my corporate fiduciary or its successor or others), without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think 4 . ," proper in their sole discretion. E. To borrow from, or to sell to, my trustee even though such trustee may be my executor. 7. I appoint my daughters, D. Lynn Frederick and Karen L. Copeland, to be the Trustees of the Trusts created by this my Will. Should either of them fail to qualify or cease to act as Trustee, the surviving Trustee shall designate a successor as Trustee to act upon the death or resignation of the said Trustee, said designation to be in writing and signed by the surviving Trustee. In no event shall one Trustee alone make any decisions concerning the right to invade the corpus of either trust established for the benefit of my daughters. 8. Lastly, I nominate, constitute and appoint my daughters, D. Lynn Frederick and Karen L. Copeland, to be the Executrices of my Last Will and Testament, and direct that they shall not be required to file bond or other security in the office of the Register of Wills for the purpose of administering my Estate or for the purpose of serving as Co-Trustees under my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 14th day of August, A.D. 1989. I/~z-- (I. !T~(SEAL) Signed, sealed, published and declared by .the above named JOHN H. FREDERICK, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ~~ QjL~ -.6C....~h,.-z.-~ po', /1';2,;l:;. / 5 M3 t7:- It .~. ".:~~;~ .~"~~.uw. COMMONWEALTH OF PENNSYLVANIA DE'ARTMENT Of REVENUE DEPT. 210601 HARRISBURG. PA 11121.0601 f j-/:l, V /4-/ g $-6 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) .EY,...IOOllC. (IM11 .. ~. --';' - = ~ie 029 .... .. >( ~! III 0 oz "'2 z o 3 E ~, .. z o ; i :t: B S t5 g 0- MI FREDERICK, John H, , I M o 1/11/94 . I. 188-32-5038 4/17/1905 IXI 1. Original R.turn o 4. Umlt.d E,lal. """',::,"':'~i.l~'1F" t,. _DADS O'DlAlH An11l2/al'" CHICKH", " A lIJIClUSA!. POY..., ClIDIT IS ClAIMlD 0 flU NUMIII 21 94 110 COUNlY CODE YEAR NUMBER 23 West Maplewood Avenue Mechanicsburg, PA 17055 Cumberland o 2. Supplomonlal R.lurn o 40, Future Inler..t Comproml.. (fa, dol.. of dealh aft.. 12.12.821 IXI 6. Deced.nl Died T..tol. 0 7. Decedont Maintained a Uvlng Tro,t IAnach copy of Will) (Anach copy 01 Troll} 'A&!:C>>RIIISPONOENCE AHD'CIONI'IDENnAl:TAX(INFORMAUONiSIIOlJlIt8UilllCllDiTO.._ AN.. I A Richard C. Snelbaker, Esquire Snelbaker & Brenneman, P.C. NUMB o 3. R.molnder Return (far dol.. aI dOO1h priat to 12.13.82) o 5. F.deral E.tal. Tax R.hlm Required .Q.. 8. T 0101 Number aI Safe Dopolll BoxOl 697-8528 44 West Main Street Mechanicsburg. Pi\ ,l}055'-0318 C" . 1, Real E.tal. (Schedulo A) ( 11 2. Stoclc. and Bond. (Schedul. B) ( 21 3. Clo..ly H.ld SlockIPartno"hlp Inler..t (Sch.dul. q (3) 4. Mortgag.. and NOI.. Roc.ivobl. (Sch.dul. 01 ( 4) 5. Ca.h. Bank Dopo.it. & MI.cellaneau. P."onal Prop.rty( 5) (Sch.dul. EI 6. Jointly Owned Proporty (Schedul. F) ( 6) 7. T,an.f.n (Schodul. G) (Sch.dul.lj ( 7) 8. Total Groll A"ol' (Iolallin.. 1.7) 9. Funeral Exp.n.... Admlni"lOtiv. Co.I., MIscellaneau. ( 9) E.p..... (Schedul. H) 10. Debt., Mortgag. Uoblllti.., u.n. (Schedul. I) (10) 11, Total Deduction. (Iotallin.. 9 & 101 12. N.t Valu. 01 E.loI. (lin. B minu.li.. 11) 13. Charilabl. and Govomm.ntal Bequ.". (Schedul. J) 14. Net Valu. Subloct to Tax (Iin. 12 minu.lin. 13) 15, Amount allin. 14 taxabl. 0169& "". (lnclud. valu.. from Schedul. K 0' Schedul. M.I 16. Amount allin. 14 ta.abl. at 159& lOt. (lndud. valu.. lrom Schedul. K or Schedul. M.) : 7. Principal to. due (Add to. from Ii.. 15 and From Iin. 16.) i 8. Credit. SpoulOl Pov.rty Credit Prior Paym.nt. + 30.000.00 + 70.000.00 414.072.87 19. II line 18 II great.. than Iin. 17. enter the difference on Iin. 19. Thi. i. th. OVERPAYMENT. 110 20. Illin. 17 II greal.. than Iin. 18. ..lOr the diffe..nce an Iino 20. Thi. i.th. TAX DUE, A. Enter th. iot..." on tho balance due on lin. 20A. B. Enter th. total allin. 20 and 20A on lin. 20B, Thl. it tho 8ALANCE DUE, Make ClIeck Payoble 10. Reg."" 01 Will., Ag.nt ~11,' .... BE SUR! TO'ANSWER AU QUESTIONS ON REVEISI:$ID.rANDTOIlECIfECK MATH..... . _ ,,'+ U. penaltfts of periury, 1 dedart that I hay, .aomilled .hl. return, induding accompanying IChedulet and Itat.ment., Gild to ,hi b... of my k~. and b~lie!. It h true, correct Gild compl.t.. ~ declar. thot all real ,"ata has b"n rtported ollru, mCIli:et volu.. o.daratiOft of prepare' oth.r thon .... pmonol ftprtNftlat.v. .. baaed Oft olllnfonncrtion of which pr.par., hat any knowledg.. 1!llR, I ILlN U N ADDm~ 23 West Maplewood Avenue DAn l1echanicsbur . PA 17055 10/ 7 /94 P. O. Box 18 DATE Mechanicsburg. PA 17055-0318 10/ 7 /94 3,068,63 104.528,06 15.728,55 7.365.84 (t5) 568.575.17 (16) Discount 1,500.00_ Check here If you ote rcquL'~tmg n refund of your ovcrpoymcnl. ."J ..'. .:J ( 81 591.669.56 (111 (121 (131 (IAI 23.094.39 568.575.17 0.00 568.575.17 34,114.51 )(.06 . x .15 = (17) _ 34.114.51 In'...... (18) (19) 31.500.00 (20) (20AI_ (20B) 2.614.51 2.614.51 AND TESTAMENT OF JOHN H. FREDERICK I, JOHN H. FREDERICK, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. All estate, inheritance, succession and other taxes imposed or payable by reason of my death with respect to all property passing under this Will, or otherwise, shall be paid out of the principal of my residuary estate as if such taxes were administration expenses, without apportionment or right of reimbursement. I authorize my Executrices to pay all such taxes at such time or times as they deem advisable. 2. I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, to my two,naughters, D. Lynn Frederick and Karen L. Copeland, to be divided between them by my Executrices with due regard for their personal preferences in as nearly equal shares as practical. 3 . I give, devise and bequeath seventy-five per cent (7St) of the residue of my estate of every nature and wherever situate to the Trustees hereinafter named for the following uses and purposes: A. To hold the same, IN TRUST, as follows: (1.) To pay the net income therefrom to my daughter, D. Lynn Frederick, for her life in such periodic installments as the trustees shall find convenient, but at least as often 8S quarter-annually. 1 ..(.:."I","'ltl. (2.) As much of the principal of this trust as both trustees shall agree and from time to time, think advisable for the support of my daughter, D. Lynn Frederick, or during illness or emergency, shall be either paid to her, or else be applied directly for her benefit. (3.) Karen L. Copeland, trustee, may apply the net income of this trust for the support of my daughter, D. Lynn Frederick, should she by reason of illness, or any other cause, in the opinion of the trustee, be incapable of disbursing it. (4.) Upon the death of my daughter, D. Lynn Frederick, this trust shall terminate and the then-remaining principal and any accumulated or undistributed income shall be distributed to the then-living issue of D. Lynn Frederick, per stirpes. In the event there are s~ch issue, the surviving trustee shall continue to hold the share of said deceased daughter for the benefit of such issue, until such issue shall attain the age of 21 years, except, however, that said trustee shall have discretionary authority to apply such portion of the principal of the share of such issue for his or her support and education as may be necessary for those purposes. In the event that there are no such issue, then living, the then remaining principal and accumulated income shall be added to and distributed as a part of the trust hereinafter created for my daughter, Karen L. Copeland. 4. I give, devise and bequeath twentY-five per cent (25t) of the residue ?f my estate of every nature and wherever situate to the Trustees hereinafter named for the following uses and purposes: A. to hold the same, IN TRUST, as follows: (1.) To pay the net income therefrom to my daughter, 2 , " Karen L. Copeland, for her life in such periodic install.ments as the trustees shall find convenient, but at least as often as quarter-annually. (2. )As much of the principal of this trust as both trustees shall agree and from time to time, thi~~ advisable for the support of my daughter, Karen L. Copeland, or during illness or emergency, shall be either paid to her, or else be applied directly for her benefit. (3.) D. Lynn FrederiCk, trustee, may apply the net income of this trust for the support of my daughter, Karen L. Copeland, should she by reason of illnes, or any other cause, in the opinion of the trustee, be incapable of disbursing it. (4.) Upon the death of my daughter, Karen L. Copeland, this trust shall terminate and the then-remaining principal and any accumulated or undistributed income shall be distributed to the then-living issue of Karen L. Copeland, per stirpes. In the event there are no such issue, the surviving trustee shall continue to hold the share of said deceased daughter for the benefit of such issue, until such issue shall attain the age of 21 years, except, however, that said trustee shall have discretionary authority to apply such portion of the principal of the share of such issue for his or her support and education as may be necessary for those purposes. In the event, that there are no such issue, then living, the then remaining principal and accumulated income shall be added to and distributed as a part of the trust hereinafter created for my daughter, D. Lynn Frederick. 5. I direct that the interests of all beneficiaries in the trusts hereby created, whether in the principal or income thereof, shall be free from liability to attachment or other 3 . . " legal process issued at the instance of any creditor or assignee of such beneficiary, and I direct that no payment,: shall be made by way of anticipation of sums which may thereaftel:' accrue to. any beneficiary. 6. My executrices, trustees, and guardians shall have the following powers in addition to those ve~ted in them by law and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, including any shares of stock or other securities I may own of 'the corporate fiduciary or its successor, or of a holding company controlling the corporate fiduciary or its successor, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification of risk. B. To invQst in all forms of property (including stock or other securities of the corporate fiduciary or its successor, or of a holding company controlling the corporate fiduciar.y or its successor, and common trust funds and mortgage investment funds whether maintained by my corporate fiduciary or its successor or others), without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To sell at public or private sale, to exchange, or to lease::,,;: a,lY perioc. 'of time, any real or personal property and to give options for sales, exchanges or leases, for SUch prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think 4 ,. 'r\'\~<'.(~~:~l~'~~l~f"'r' ''',~'!'', .: . 'lr'r.I)1tt~.l, ',.. 1',.., ',I ,.., ";",(.:," ',:';n.'~llt':t,:..o:{o:. '1 'J/' ";.~:.,:;~.!~ ''';''''hO ,,",:..'" .~"'.:. :,:;;;....'~C~:~,~::'f,1~'..;/t~)l~!:.~.~. '. .'~ . l~;":':',, ~'I'J "I . . ..' . ~, ".:. ~ l , . "",. '.' -.".'-"-- :....,. .......,.. .. -, .__...t...~__~~~..~;.;'..:...,.:: ~.~._I.J..:' '':':', "" f," '.._.'.... "J, . CODICIL I, JOHN H, FREDERICK, of the Borough of Mechanicsburg, County of Cumberland and State of Pennsylvania, declare this to be the sole codicil to my last Will dated August 14, 1989, 1. In addition to the specific bequests set forth in Item 2 of my Will, I hereby add the following specific devise and pecuniary bequest to my last l~ill, 2-A -1'''''''1'''' 1:11.11 ~,fr~llh.!\1\1 '~'t';<'i')~"",,~,lt<' -, ':.:.:..~,_.:~',.J;t.... I give and devise unto my daughter, D. Lynn Frederick, my premises known and numbered as 23 West Maplewood Avenue, Mechanicsburg, Cumberland County, Pennsylvania which I acquired by two Deeds from Tolbert C, Stambau~h and Effie J; Stambaugh, his wife, dated July 8, 1941 and October 20, 1945, recorded in the Recorder of Deeds Office in and for Cumberland Count), in Deed Book "J", Vol. 12, Page 475 and Deed Book "B", Vol. 13, Page 252 respectively, 2-B I give and bequeath unto my daughter, Karen L. Copeland, a sum of money equal to twenty-five (25%) percent of the appraised value of my real estate specifically devised to my daughter, D. Lynn Frederick, in Item 2-A above. 2. In order to correct a typographical error contained in Paragl'aph A (4.) of Item 4 of my said Will, I hereby revoke Paragraph A (4,) of Item 4 of said Will and in lieu thereof provide as follows. (4.) Upon the death of my daughter, Karen L, Copeland, this trust shall terminate and the then-remaining principal and any accumulated or undistributed income shall be distributed to the then-living issue of Karen L, Copeland, per stirpes. In the event there are such issue, the surviving trustee shall continue to hold the share of said deceased daughter for the benefit of such issue, until such issue shall attain the age of 21 years, except, however, that said trustee shall have discretionary authority to apply such portion of the principal of the share of such issue fOl' his or her support and education as may be necessary for those purposes. In the event that there arc no such issue, then liVing, the then remaining principal and accumulated income shall be added to and distributed as a part of the trust hereinafter created for my daughter, D. Lynn Frederick. ... .' " " JOHN H. FREDERICK ACCOUNT '410-37265-024 PORTFOLIO & VALUES AS OF JANUARY 11, 1994 DESCRIPTION . UNITS VALUE/UNIT ---~-------------------------------------------------------- DEAN WITTER ACTIVE ASSETS MONEY MAIU(ET BALANCE: ALLERGAN INC 80 , AMERICAN CYANAMID 160 AMERICAN GENERAL CORP 950 AMERICAN HOME PRODUCTS 40 AT & T 255 AMERITECH CORP 136 BECKMAN INSTRUMENTS INC 29 BELL ATLANTIC CORP 92 BELLSOUTH CORP 103 COLGATE PALMOLIVE 516 CYTECH INDUSTRIES INC 22 DQE INC 100 GENERAL ELECTRIC 180 GENERAL MOTORS CORP 90 GENERAL MOTORS CORP CL E 16 GENERAL MOTORS CORP CL H 4 GEORGIA PACIFIC 76 HILLENBRAND INDUSTRIES 100 MELVILLE CORP 4.00 PFD B 1 MOBIL CORP 304 MORRISON RESTAURANTS INC 346 .MORTON INTERNATIONAL INC 300 NORFOLK SOUTHERN CORP 150 NYNEX CORP 92 PACIFIC TELESIS 92 PENNA POWER & LIGHT 1254 PEP BOYS CO MANNY MOE & JACK 102 PRAXAIR INC 50 SMITHKLINE PLC ADR REP EQ UNIT 320 AO SMITH CORP 56 AO SMITH CORP CLASS A 112 SO~fHWESTERN BELL 138 THIOKOL CORP 120 UNION CAMP CORP 225 UNION CARBIDE CORP 50 UNITED TECHNOLOGIES CORP 78 US WEST INC 92 USX MARATHON GROUP 75 USX US STEEL 15 WESTINGHOUSE ELECTRIC 240 $37,600.05 21 3/4 50 5/8 28 3/4 65 54 7/8 74 718 28 1/8 55 7/8 56 7/8 61 1/8 13 1/8 32 3/4 105 5/8 59 1/2 28 3/8 39 1/2 72 3/4 40 5/8 64 1/2 79 1/4 25 3/4 98 7/8 72 1/4 41 1/8 55 1/2 26 3/8 26 1/4 17 1/8 28 1/2 35 3/8 35 1/4 39 5/8 27 1/8 49 5/8 22 1/4 63 3/4 44 1/4 17 1/8 40 5/8 14 EXTENDED VALUE 37,600.05 1.740.00 8.100.00 27,312.50 2,600.00 13,993.13 10.183.00 815.63 5.140.50 5,858.13 31,540.50 288.75 3.275.00 19,012.50 5.355.00 454.00 158.00 5.529.00 4.062.50 64.50 24.092.00 8,909.50 29,662.50 10.837.50 3.783;50 5.106.00 33.074.25 2.677.50 856.25 9.120.00 1.981.00 3.948.00 5,468.25 3.225.00 11.165.63 1.112.50 4.972.50 4.071.00 1.284.38 609.38 3.360.00 . . PAGE 2 JOHN H. FREDERICK ACCOUNT #410-37265-24 EXTENDED DESCRIPTION # UNITS VALUE/UNIT VALUE ----------------------~------------------------------------- -------------- a. ALLEGHENY HIGHER ED 6.65% OF 11/02 5,000 107 3/8 5,368.75 . b. DAUPHIN COUNTY GEN AU 7.2% OF 6/26 25,000 104 1/8 26,031. 25 c. DELAWARE IDA 8.1% OF 12/13 5,000 110 3/4 5,537.50 d. MONTGOMERY HIGHER ED 6.8% OF 2/13 5,000 108 12/ 5,425.00 . e. PHlLAWATER-SEWER REV 6.85' OF 10/99 5,000 112 5/8 5,631.25 f. PHlLA WATER-SEWER REV 7.25% OF 7/14 5,000 110 5,500.00 g. UNITED SO GEN OSLo 6.9% OF 9/04 5,000 102 j'/4 5,112.50 Interest accrued on each of the above items to date of death: a. 11/1/93 to 1/11/94 @ 6.65% b. 12/1/93 to 1/11/94 @ 7.20% c. 12/1/93 to 1/11/94 @ 8.10% d. 8/1/93 to 1/11/94 @ 6.80% e. 10/1/93 to 1/11/94 @ 6.85% f. 1/1/94 to 1/11/94 @ 7.25% g. 9/1/93 to 1/11/94 @ 6.90% 65.52 207.06 46.62 152.52 96.82 9.90 126.35 TOTAL: $411,710.37 . , ~ E- :!. 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()\:) e~\c l'\ e.\'Q\~ lIJu~\-\\~ 'mUL\\\l\.Q. c.~'~~Q.(\') Y'CAO.la.\ o.\M ~u c..wo"o\::A,) fl\\~C , ~uc,h - ~C\.r'I'.n-O... ~\e.y~ :)(1E.LlJc\1\\Je{;) V'lCl..l\6. ~(t~u:) c..\o.m I:l') '(\(A.\ \ ~ SO €.<..U) <1- h: . . p ~\:.'QR.c.)(J(TI - ~ \ 0 ca .00 .)()t - bed, ). 6'(e(l....l~ ""\~'f\\- \u.\.;)\€ J... \C1.~p':l ~c a..\.e lJJ~b~bt 0.1(>0. '(\.\.0 ~"'ee.b 11.lIJJeh wc.dxc.\~-t\-.~ Q.\e ~\C. \u.f\h \- '\oc'c (0.d.\C .~:15oi'.....Q.161 COMMONW!A.LTH 0' '!NNlnVA.NIA. INHUtITANClT.u:.nU.N UIIDeNTD!CED!NT ESTATE OF Jol.III.O.I(I)' FREDERICK. John H. NAME A, D. Lynn Frederick B. C, Jolnlly-ownod proplrly: SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS 23 West Maplewood Avenue Mechanicsburg. PA 17055 FILE NUMBER 21-94-110 RELATIONSHIP TO DECEDENT Daughter ITEM UTTER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT OF ASSET % INT, DECEDENT'S INTEREST t. A 10/19/9( Certificate No. 14-A49227C 12.230.69 50% 6,115.34 . at Mellon Bank 2. A 12/29/8 Checking account #5070103016 31.602.47 50% 15,801.23 at PNC Bank 3. A 3/14/89 Certificate #0433240105973 70.104.49 50% 35,052.24 at PNC Bank 4. A 7/24/90 Share account #24749-00 at 39.25 50% 19.62 DAFCU . 7/30/80 Share draft account #24749-11 2.057.09' 50% 1,028.55 5. A at DAFCU 6. A 2/5/88 ,Certificate #24749-42 at 34.761.08 50% 17,380.54 DAFCU 7. A 2/5/88 Certificate 1/24749-43 at 34,761. 08 50% 17,380.54 DAFCU 8. A 1991 Mercedes 300D 2.5T 23,500.00 50% 11,750. DO Serial #WDBEB28D1M8350040 TOTAL (Also enter on line 6, Recopilulotion) S 104.528.06 . \' (If mar. tpOCt is n..d.d ins.rt additional,""" af sam. size) .'I,,""jlX'~91I. COMMONWeAlTH O' '!NNS\'\YANIA INHE~ITANce 'AX IIII1URN . RUIOfNT DeClDeNT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plea.e Print ar Type . FILE NUMBER 21-94-110 ESTATE OF FREDERICK, John H. ITEM NUMBER DESCRIPTION 1. Nurse Finders of Centrsl PA - nursing services 2. Medical Personnel Pool - nursing services 3. Nurses House Call - nursing services 4. Holy Spirit Hospital - hospital services 5. Susquehanna Medical - medical services 6. Ritzman Associates - Radiology services 7. Mechanicsburg Rehab - medical services 8. Olstein - Hlc Reading - Radiology services 9. Pa. Power & Light - electric service 10. General Waterworks Co. - water service 11. Bell of Pa - telephone service 12. Sammons Communication - cable TV service 13. Susquehanna Oil Co. - fuel oil 14. Kunkel Surgical Group - medical services 15. Barry L. Heckard, Tax Collector 1994 County and Borough real estate tax 16. Seidle Hospital - medical service 17. Ocean City Medical - medical services 18. Patriot-News - subscription final AMOUNT $ 3.648.60 852.42 490.00 1,275.00 43.26 29,10 6.20 438.69 22.39 46.73 88.52 18.32 82.42 10.00' 280.00 9.20 9.39 15.60 TOTAL (Allo tnte, on lint 10. Recopitulotion) I! 7.365.84 {II mo,. 'pac. i, nttdttd. in,.rt odditionol,h.,tJ of lam, lize.} .1'i""!l,~,1.J11 UTATE OF ITEM NUMBER ITEM NUMBER '*' , COMMONWIALf" Of ,fNNlnVANIA INHIItITANCI fAX "ruIN _DICIllIH, FREDERICK, John H. SCHED'ULE J BENEFICIARIES NAME AND ADDRESS OF BENEFICIARY 1. A. Taxabl. Boqu..t" D. Lynn Frederick 23 West Maplewood Avenue Mechanicsburg, PA 17055 B. Charitable and Governmental Bequeltl: NAME AND ADDRESS OF BENEFICIARY FILE NUMBER 21-94-110 RELATIONSHIP Daughter Dsughter TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AlIa .nt.. an lin. 13. RlCapi.ulation) IIf...... opacol. nOldod, Inlllt addhlanal ""'" .1.0.., .1..1 2. Karen L. Copeland 6 Odry Lane Scarsdale, NY 10783 1, NONE AMOUNT OR SHARE OF ESTATE a. Devise of real estate b. One-half household goods c. Trust for daughter and issue in 75% of residue a. One-half household goods b. Trust for daughter and issue in 25% of residue AMOUNT OR SHARE OF ESTATE S NONE REV-1547 EX AFP (08-94* CO"MONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. i!!0601 HARRISBURG, PA 17121-0601 1'/-- / f'f'-6 t. NOTICE OF INNERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 DATE 01-16-95 FILE NO. 01-11-94 COUNTY ,CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUaHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO TNE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: RICHARD C SNELBAKER ESQ SNELBAKER & BRENNEMAN 44 W MAIN ST MECHANICSBURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.ount Ro.lttod CUT ALONG THIS' LINE . RETAIN LOWER PORTION FOR YOUR RECORDS -4 iiE'v:is4j-iic""AFP--ioii:94riiorfci--oj:-i:NHEiifi'AiicE-rAX-A"ppjiiifsEHE'ii'r;-ALLOWANCE-iiliuo-------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FREDERICK JOHN H FILE NO. 21 94-0110 ACN 101 DATE 01-16-95 TAX RETURN WAS. (X) ACCEPTED AS FILED ( ) CHAHGED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL 1, Rool Eototo (Schodulo Al (1) 2. stock.:end BondI (Schedul. 8) (2) 3. Clo..1~;H.ld stock/Partnarship tnter.at (Schedule C) (3) 4. MortgaOis/Nota. Receivable (Schedul. DJ (4) S. Cash/Bank Depolita/HI.c. Parlonal Property (Schedule E) (5) 6. Jointly Owned Propmrty (Schedule F) (6) 7. Tran.fara (Schedule G) (7) a. Total A...t. 70.000.00 414.072.87 .00 .00 3.068.63 104.528.06 .00 (8)_ 591.669,56 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expens../Ad.. Co.t./Hisc. Expense. (Schedule H) (9) 10. Dobts/Hortgogo Liobilitios/Lions (Schodulo II 1101 11, Totol Deductions '12. Net Value of Tax Return 15. Charitable/Govern.ental aeque.t. (Schedule J) 14, Hot Volu. of Eot.to Subjoct to To. 15.728.55 7.365.84 (Ill (12) 1131 (141 '~.nq~ ~q 568,575,17 .00 568,575.17 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of !bh returns assessed to date. ASSESSMENT OF TAX: 15. A.aunt of Lin. 14 .t Spou..l rat. (1S) 1'. Aaount of Line 14 taxable at Lineal/Clasa A rat. (1') 17. A.ount of Line 14 t.xable at CollataraI/CI... 8 rate (17) 11. Principal Ta. Du. TAX CREDITS: PAVIIENT DATE 04-04-94 10-07-94 .00 X .00. 568.575.17 X ,06. ,DDX.15= 1181 .00 34.114,51 ,DO 34,114.51 RECEIPT NUHBER XA885914 MM913D49 DISCOUNT 1+1 INTEREST (-I 1,578,95 ,DO AHOUNT PAID 30.000.00 2,614.51 TOTAL TAX CREDIT BALANCE OF TAX DUE INURUT TOTAL DUE 34.193.46 78,95CR .00 78,95CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCUlATIOH.JIF ADDITIlIHAL INTEREST, ,s-SI-I ,,- I IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICRI. YOU HAY 8E DUE A REFUND, SEE REVERSE SIDE OF THIS FOIlll FOR IHSTIlUCTIllHS,) 00 :oil? c iD tsl 37, tr .. a'P, 8 ", ) ~ ........ ~. ~: o. r (:) ru C,. 4, C. ,> N 0).. F':;' 0 ~..... ~'"il "'0 ;;fn ,: !,) ::.:<ll 0 ~ 1ii ~~ A 0 - W RESERVATION I Eltat.. of dKedentl dying on or bdor. r~..t).r 12, 1982 .. if any future Intat..t In the ..ht, I, tranlf.rred In Po....,lon or 'njoy.~t to Clatl B (collftt.ral) ban.fJcJ.rJ.. of tha dlced'nt eft,r the IXPlratlon of any ..tat. for lif. or for Ylllr., the CODllOnIol..lth hllra',JY 8Xpr...1y ,.1.lltv.. the l"1aht to apprah. and lUlU tran.f.r IntI.tHence ralC.. at the lawful Cl.., a (collat.ral) rat. on any such future lnt.r..t. PURPOSE OF NOTltEr To fulfIll the requita..nts of Sletlan 2140 of the Inherltancl and Elt,t, TalC Act, Act 22 of 1991. 72 P.S. SltCtlon .2140. PA\?tEHT: o.tactl',:the top portion of thJs NaUel and luaU with your Ply,."t to the Rqbtlr of WUlI printed on the t.ver.. ,Id.. .-"IIk'CchKk or 10nlY ordlr paYlbll to: REGISTER OF MILLS, AGENT All PQHntl raulvld shell fir.t bl appllad to any lntlrftl.t whIch .ay bs due with any rl..lndar applild to the tax. REFUND (CR): A refll'M:t of I tax cr~lt_ whIch Willi not rlqunt.d on thl TalC Rlturn, .ay ba rlque.tld by cOIlplaUngan "ApplJc:liUon for Refund of Plm.ylvanle Inhlritancl and E.tate Tax" (REV~13t:5). ApplicaUon. a"l avaHabl1 at thl OUlel of thl RIgI.tl,. of Willi, any of the Z! Aevlnul DI.trlct OffICI., or by ~alllng thl 'Plclal Z4ahour an.wI,.lng ""vlca nu.b.r. for fori' ord.,.lng: In P.nn.ylvanla la800a!6ZaZOSO, aut.idl PDnh.ylvanl. and within 10cIl Harrisburg 'ria (717) 787-8094, TOO. (7l7J nz-ZZSZ (Hearing I.alred Only). OIJECTIOKS: Any perty In Inbrut not UUsfled with the appnlsl..nt, allowancl or dhlHowll'lC' of dltductlon., or .u.....nt of tax ClnclUdJng discount or Intlrl.t> a. shown on this NoUc. llU.t Object within .bty (60) din of reclipt of thhHoUc. by: 'DIIIH ISTRATlve: CORRECTIDNSI -awrJtten prat..t to thl PA o.plrtlent of A~VInUl, Board of APPlels, DEPT. Z81021, Harrl.burg, PI. 171l8-1021, OR _alllction to hlv, thl laUlr dltlr.lnld at audit of thl accOYnt of the p.r'onal repru."taUv., OR _a1pp411 to thl Orphan.' Court. Feetull! Irron dlscov.red on this ........"t should b. '.&:r....d In writing tal PI. o.plrtHnt of R.VIhUll, lurl" of Indlvidull TlI)(es, ATTHI Pa.t A........,t Rlvl.w Unit, DEPT. 280601, Harrisburg, PA 17128a0601 Phon. (717) 787-6505. s.. PItStI ! of the bookl.t "In.trucUOA. for InherHancl TllC Rlturn for I Rasldent Decedent.. (REV-1501) for an IlCplenetlon of .o.lnlstrltivalY corrie table error.. DISCOUNT; If Wly tax due Is pald wlthln thr.. U) CIl1end.,. IIClnthS aftlr thl dlcedent', d..th, . flvl "relnt cs:n d"c~t of the tlX peJd 11 .Uaw'd. INTEREST; Intlr..t 1. chargld beglnnlng wIth fir.t day of dlllnquency, or pin. (9) .unth. and ani (I) day froe the d.ta of delth, to tha data of p.Ylllftt. Tlxa. whlch bee... dalinquent before Jenulry I, 1982 baar lntenlt at the rata of .ill t6l0 percent plr .,.,.. eelculetld et . dllh rete of .000164. All ta_.. whlch bee... delinquent on and Ifbir J...ry 1,1982 wUI baar lnt.rllt It a rlt. which will vary frOll calender year to celandlr )'ear with thet rlta ~Id by thI PA O~arttMlnt of RavWlUl. Thlappllcab1a lnterl.t rlta. for 1981 thrOUlh 1995 atal 2!! In"n.t Rita Dally Intarl.t Fector ~ Intarast RIta Dalhl Intarllt Factor 198t lOX .D005". 19.7 'X .000tll7 19.5 lOX ~0004S8 l'II-I9fl IIX .00OSOl I... \IX .000501 199' 'X .DDDlU 1985 In .0003S6 199'-1994 7X .000191 I... laX .GG0l7. 1995 'X .aDDU7 .~Int.rl.t 11 elleul.ted II' fallOtlIl INTEREST . IALANCE OF TAX UNPAID X NUHIER OF OAYI OELINQUENT X DAILY INTEREST FACTOR a....~ MUlea hlUed anar the tu beeOMS delinquent ...Ul reflect WI lntarest cllcullUon tCl flftllrl US) din Hwond the dltl of the .....lHI\t. If P.ynnt 11 ... aftar the lnt.r..t eo.puhUon deta ahown a'"' the NoUe., IldcHUonl1 lnter..t ..,It be clleulatlcl. PURPOSE OF NOTICEs PAVtlEHTl REFUHIlCClll: ,. (('J ro, r:'! L.J c-:.: t:'<( -,'0.; l"'\ ~ -' ::::J ~. -;I '1 Ii .., ~~ fy1fl11 ~ ,..qul,....~ts of SIK:t1on 21lfS (b) of the Inheritance IIIld E.tat. Tax Act, Act ZZ of 1991. &!Pfo,s, S~ 21.si'.::l QQ Detlch the top portion of thil Notlea end IUbIIlt .,ith ~our paYHnt to the R'lIlstt,. of WHh p..lnt~ on ttMI ,.IVI,." I1d11. n "ake chick or .on,y orct.,. pIyab1, tal REGISTER OF NILLS1 AGENT. All Plyanh rKIlvN sh,l1 bl appU.d fir.t to any Int.,...t which ..y b. due with My r...lnde,. applied to thII tlX. A nfuncf of . tax crldlt uy be nqunted by COIIIpllt!ng In "AppllcaUon for Refund of PIMnlvBnl. InMrltllnCl and E't,t, Tax" (RfY.lS15). Application. Ire IV.Uab.. It the OffiCI of the RIghte,. of 11111., any of the 25 Revenue Dhtrlct DfficII or 'rOIl ttw DeplrtMnt"1 24-hour .,....,.1"81 Mrvlce nu.berl for fot'll. or...,.lnsu In Penn'riven1e 1-80Q-S6Z-Z0SD, out.ide PennSYIVBnl, Bnd Nithin locII Harrisburg .r.. (717) 717-8094, TDD. (717) nZ-Z252 (H..rlna lap.lud Only). OBJECTIONS; Any p.rty In Inhrllt not .athfled Nlth ttM ......Hnt of boc a. shown on ~h1s notic. ay object Nithln .ixty (6OJ day. of rltCelpt of- thls Notice by; --..rlttln prot..t to the PA D~.rtHnt of RIV...,., Board of Appeeh, Dapt. 211021, Harrisburll, PA 17121"1021, OR .....ll1Cting to have thI ..tt.r detar.inecf at audit of t~ ""&OMl r.pr.nnbtlv., OR --~.l to the Orphan.' Court. ADttIN- ISTRATIVE CORRECTIONS: , INTEREST: flHltuall .rrors discovered on thls ........"t should be eddraslld in writing to: PA Deperhlent of ReVltlUll, lure.. of Individual Tax.., ATTN: Po.t A......."t Revi... Unit, Dept. 2B06Dl, Harrisburll, PA 17111"0"1, Phone (717) 717-6505. SH P'" 5 of the booklet "'Instruction. for InMrltance Tax Return for . Re.ielent heldll'lt"' (REY-1SDU for 11'I IXJlIMltlon of "lnlstratlvety corr"tabll errora. For dlte. of cknIth on or eftlr 10-5"'1, PwtnlYlvani. E.tate T.lC band on the Fedaral Estate T_ return bacOM' dIIU~t at the I.ir.tion of niM (0') IlOnth. frOll the d.t. of dIIth. For dat.. of cknIth prior to 10"''''1, Penn'ylwnl. ,E.ut',Tu balad on the Fadarlll e.tate Tu return bIcoM.dllinqu"nt at the a~luUan of eight... nl) IIOtlthl frOll the dlt. of ..th. Tu.. which beC..a delinquent bafore .t.nuary I, l'lr bur int.re.t at the rat. of .ix (Q) Plrcent PIt' .... CII1CYlated at a daUw rate of .000164. AU tana which bKeH cMl1nquent on or .fter Januerr 1, .9n NU. bur Inter..t et . rat. Nhlch will varw '1"01I eel"r ~r to eel.".,. ye.r ..1th thIIt rat. announcacI by the PA Oapart..'lt of RIY"",,,. ThI appllCllble Inter..t rat.. far 1912 thrOUGh 1995 ....: ~ Inter..t Rab DIIUv Int.,...t F_tor ~ Interllt Rate D.Uy Inter..t Factor 19.2 "X .OOOSttl 1..7 OX .000247 '19" 161 .000451 u....."l 11% . GlnOl 1... l1X .OnSDl 1H2 OX .010247 1"5 ISle . DOOJ56 1"1"1'" n .000192 1'" IIX .00027' 1"5 'X .100247 ....Int.r..t ~. calculated " follows; IKrERElf . "LAKCE OF fAX UNPAID X HVKIER OF DAYI DELINQUENT X DAILY IKrERElT FACTOR ....IIItw NltIc. .t..ulld .ft.r. the tax -.a. deUncr.aant ..Ill r.f1act WI Inter..t calculation to flftlWl (15) cia,. baraM the cIlIt. of the ...........t. If,.,....t h .... lftar U. Inter..t COlIPUtlt1on dat. ....., on the Notice, Iddltlenal lnt.rl.t lU.t be calcul.ted. .,-, I',., .., STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOlIN H FREDERICK Date of Death: 1/11/94 Estate No. 21-94-0110 Will No, Admin, No, Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1, State whether administration of the estate is complete:, Yes.. No 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3, If the answer to No. 1 is Yes, state the following: a, Did 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 x No d, Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be a' hed to this report. SHE!. N & SPARE, PC. Date: 4/27198 tTl ~tf 15$ '.'1 N 'J :.J.)r; /5: ci S:> (' -' .' .' ~ ',' I'J ,. ~ ,'";, ':l" ('.i '" Om , {lJ @.~ J,.a ~ ~I'= a: a: dB Richard C. Sne1baker Name (Please type or print) ~4 Vest Maln Street Mechanicsburg PA 17055 Address ( 717) 697-8528 Te 1. No, (MAH:rmf/AH3) Capacity: Personal Representative x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } IS; D. Lynn Frederick and Karen L., Copeland (now known as Karen I.. Frederic;;k) being duly sworn according to law, depoSOl and lays that th", are the Executrices of the Estate of John H. Frederick late of _Me.s;.ha.D.:i.csb.l.lt:g...a_o~QUgh -_,___. , Cumberland County, Po" deceased and that the within is an inyontory made by jre~~~r~-~~rk ',the said Executrices of the entire estate of said decedent. consisting of all the personal prop..ty and real estate, except real estate outside the Commonwealth of Pennsylyania, and that the figures opposite each item of the Inyentory represent it's fair yalue as of the date of de.edent's death. Sworn and subscribed before me, I Auqust 28 1l9C ?001 S~'I< ~~ Date of Death ,---- No",lial s...1 Sandm K. Showa<S, NoIaty PubliC MectIanIcsIluIi Boio, ~ QJun My CommlS8lon ExpIres Nov. 22, t.~('m~r, P"!"n'l'!~"!"I!'! ^~m~ 01 ~l('Ill!tb~ 1.1 January Day Month Executor. AdmInIstrator D. Lynn FrederIc aren L. Frederick 825 Indiana Ave. 144 Brookdale Drive Lemoyne, PA l7043 Yonkers, NY l07l0 Addr.n 1994 Vu, INSTRUCTIONS I, An .inyentory must be filed within three months after appointment of personal representatiye. 2. A supplement lnyentory must be filed within thirty days of discoyery of additionalallets, 3. Additional sheets may be attached as to personalty or r.alty . 4. See Article IV, Fiduciaries Act of 1949, . U 0> . \.< '" ::l . ~I ~I .I: .,; 0 ~ t) .-. 11., ~ ~ .. \.< ~ .-. ~ '" 3 t) :!: .. 41 0 w -..{ .. , ... \.< .... u . ,>( 0 '" .. '" III ... .... e w w ~ 0 Q .. .Q '" :J: '" 'tl ... ... .-. I ... ... u.. ~ .I: .. 41 .-. Z u.. ... < 0 \.< ... c: M W 0 < w r.. ::l ,;. Ul > Z '" 0 - Z 0 . \.< c Q " . . .; '" z ::: 0 0 U I '" < c:: III U ... % w I ... .1:' "tl 'tl c I ~ I 0' - .. Ii 1-)' 0 ";: .. ~~ ... "tl ... U .. E ..! 0... - " '::0: .. ii: ... U .~,,:; " ... ;::';:~:{;';":'::}lsl~lli I' 'J",OH', I: 8..w. 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I", . -' " ESTATE NO.21 .94.01 10 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY D, LYNN FREDERICK AND KAREN L, COPELAND (NOW KNOWN AS KAREN L, FREDERICK). EXECUTRICES OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF JOHN Ii, FREDERICK, DECEASED, LATE OF MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA O. Lynn Frederick and Karen L. Frederick. Exocutrices. 8S aforesaid end Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: Januarv 11. 1994 Februarv 8, 1994 DATES EXECUTRICES NOTICE ADVERTISED: Cumberland law Journal Patriot-News Co. Februa,,/ 25, March 4. 11, 1994 March 1. 8.15,1994 FIRST AND FINAL ACCOUNT PERSONALTY. PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of the Decedent's personalty, goods and chattels as set forth in their inventory heretofore filed in the amount of; TOTAL, PERSONALTY. PRINCIPAL ACCOUNT, DEBITS: PERSONALTY, PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the fOllowing items from Decedent's Personalty Account: 1. Register of Wills, estimated payment on Inheritance Tax 2. Register of WiIl&, Agent, -Inheritance Tax 3. Register of Wills. filing fee for InhfHitance T8)( Return 4. Internal Revenue Service, Federal Estate Tax 6. Snelbaker, Brenneman & Spare, attorney fees and costs advanced 6" Register of Wills, additional probate fee Items to tie paid subsequent to confirmation of Final Accounting: 7, D. Lynn Frederick, family oxemption , 8. Snelbaker, Brenneman & Spare, P.C., attorney services to date 9. Snelbaker, Brenneman & Spare, P,C" costs advanced for 3 Short Certificates 1 0 Reserve for filing fees for Accounting and Decree Awarding Real Estate 1$123.00 & $a.ool TOTAL. PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY, INCOME ACCOUNT DEBITS I_AW 01 rielS SNn.no\l'\t'~ BRENNEMAN 8: SPARt The Accountants charge themselves with the receip1 of the following Income from the investment of Personalty PrinCipal: TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: Page 1 $ 417,141,50 $ 417,141,50 $ 30.000,00 2.614,51 1&,00 11,151,50 3,206,19 140,00 2,000,00 1.B75,OO 9,00 131,00 $ 51,142,20 $ NONE $ NONE PERSONAL TV' PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE' PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR OISTRIBUTION: LAW ornc.f5 SNtLUA+o:.ER BRENNEMAN 8: SPARr RECAPITULATION Pege 3 $ 417.141.50 61.1~,20 $ 365,999,30 $ NONE $ NONE $ NONE $ 70,000,00 $ NONE $ 70,000,00 $ NONE $ NONE $ NONE $ 366.999.30 70.000,00 $ 436.999,30 LAW OFFICES , SNElBAKER. BRENNEMA.N &; SPARE Nav 1 8 2003 ~ INRE: ESTATE OF JOHN H. FREDERICK, Late of the Borough ofMeehanicsburg, Cumberland County, Pennsylvania, Deceased : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ; ORPHANS' COURT DIVISION : Estate No: 21.94-0110 DECREE AWARDING REAL ESTATE AND NOW, this >M day of ~ ,2003, it appearing that the First and Final Account and Statement of Proposed Distribution of D. Lynn Frederick and Karen L. ' Copeland (now known as Karen L. Frederick), Executrices of the Estate and under the Last Will and Testament of John H, Frederick, deceased, have been duly filed and advertised according to law and rules of court, and that said Account was duly confinned and Statement of Proposed Distribution duly approved by this Court on Oetober 14,2003; and it further appearing that said Executrices have proposed in said Statement of Proposed Dislribution to distribute the Decedent's real estate in kind to D. Lynn Frederick; in her individual capacity, as beneficiary, under the above mentioned Last Will and Testament; and said Court having decreed distribution in accordance with said Statement of Proposed Distribution on October 14, 2003, IT IS ORDERED, ADJUDGED and DECREED that all right, title and interest of the said JOHN H. FREDERICK, deceased, in and to the following described real estate is hereby awarded in fee simple to D. LYNN FREDERICK: ALL THOSE two (2) certain adjoining parcels ofland with improvements thereon erected and situated in the First Ward of the Borough of Mechanicsburg, County of Cumberland, Commonwealth of Pennsylvania, more particularly bounded and described as follows: PARCEL NO.1: BEGINNING at 3n iron pin on the property line on the south side of West Maplewood Avenue, comer of lot now or fonnerly of George M, and Doris E. Houck; thence along the said property line on the south side of West MaplelVood Avenue, North 66