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PETITION I-OR PROBATE Ilnd GRANT OF LETTERS
~/- CJ5 - '1/1)
Estate of FREDERICK '1'. JORDAN
also known as
No.
To:
Register of Wills for the
Deceased. County of CUMBERLAND In the
Sodal Security No. 010 - 16 - 9601 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltloner(s), who Is/arc 18 years of age or older an the execut ri x
In the last will of the above decedent, dated J-IffiC 9
and eodlcll(s) dated N / A
named
, 19-')-;!-
(slllle relevant c1rcnm'llInccs. e.M. rt'nUnclallon. dealh or e",C'<:utor, elc.)
Deeendent was domiciled at death In CUMBERLAND County. Pennsylvania, with
II is last family or principal residence at 1105 EAS'I' POWDERHORN ROAD.
MF.CHANTrf'iRtlRr.. PA 170<;<; (HAMPnF.N'1'OWNf'iHTP)
Ubi slreet. number and munclpality)
Decendent. then 75 years of age. died APRTL 16 .19 q<;
at HOLV f'iPTRT'1' HOf'iPT'1'AT. .
Except as follows. decedent 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: N / A
Decendent at death owned properlY with estimated values as follows:
(If domiciled In Pa.) All personal properlY
(If not domiciled In Pa.) Personal property In Pennsylvania
(I f not domiciled in Pa.) Personal property In County
Value of real estate In Pennsylvania
situated as follows:
s nos 00
s
s
s
WHEREFORE, petitloner(s) respectfully r~uest(s) the probate of the last will and codlcll(s)
presented herewith and the grant of lellers 'I' . STAMENTARY
(IeMamentary; admlnlstrallon c.I.a.; administration d.b.n.c.t.a.)
theron.
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JOSEPHINE A. JORDAN
1105 EAST POWDERHORN ROAD
MECHANICSBURG. PA 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petitloner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition arc
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tatlve(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
'~m ,. ., om'mol oml ..".,,,,, ~; , <'~!., d' ''i CLA" " ".~
before me this ~4TH d'm of ' ---- i
~ ~ rj(oILJl~{L>J9~' I
A Y C. LEWI Register ~ ~
/s - .:::,f.t.,- c;:u
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No. 21-95-410
Estate of
FREDERICK '1'. JORDAN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 25. 19-9.5-. In eonsideratlon of the petition on
the reverse side hereof. satisfactory proof having been presented before me.
IT IS DECREED that the Instrument(s) dated JUNE 9. 1992
described therein be ad milled to probate and filed of record as the last will of
FREDERICK T. JORDAN
I ESIAMENTARY
JOSEPHINE A JORDAN
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. ~lCrofWIII' .MARY c. LEwir.-?/
Q.u.v?t.~
A. DIEHL. ESQ. (52801)
34 64 ATIORNEY (SUl!, Ct. t.D. No.)
TRINDLE RoAD
CAMP HILL. PA 17011
ADDRESS
( 717) 763-7613
PHONE
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and Letters
are hereby granted to
FEES
Probate. Lellers, Etc. ......... S 25.00
Short Certlficates( 1 ). .. ... .. .., S 3 .00
R~/Iunciation ................ S
x-Pages 30.00
JCP S 5.00
TOTAL _ S /;. nn
Filed ....... !'1!\,U ?,. . m.~ .. . . .. .. .. . . .
Mailed letters and order to attorney on 5-25-95.
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LAST WILL AND TESTAMENT
OF
Frederick T. Jordan
I, Frederick T. Jordan, presently of the County of
Cumberland, Commonwealth of Pennsylvania, being of sound mind
and disposing memory, realizing the uncertainty of this life,
do hereby make, publish and declare this to be my Last Will
and Testament, revoking any and all previous wills and Codi-
cils, and hereby will and dispose of all the property which I
own at my death in the following manner:
I.
As Executrix (herein referred to as "Executor") of
this my ~lill I name and nominate my wife, Josephine A. Jor-
dan; if she shall for any reason fail or be unable to serve as
Executor, either before or during her service as Executor,
then I name my daughter, Carol A. Kirkland, as Executor.
II.
I direct that my debts and thc expenses of my last
illness and funeral shall be paid by my Executor as soon after
my decease as may be convenient.
III.
All of my automobiles, household and personal ef-
fects and other tangible personalty of like nature, together
with insurance thereon, I give to my wife, Josephine A. Jor-
dan, if she shall survive me by a period of thirty (30) days;
but if my said wife does not so survive me, then equally to
1
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Buch of my children as so survive me to be divided among them
as they may determine, or, should they be unable to agree, as
my Executor may decide.
IV.
If my said wife, Josephine A. Jordan, shall survive
me for a period of thirty (30) days, I devise and bequeath
unto my said wife, outright and absolutely, all the rest,
residue and remainder of my estate, real and personal and
mixed, including any property over which I may have any power
of appointment.
V.
If my said wife, Josephine A. Jordan, shall fail to
survive me for the said period of thirty (30) days, but if my
said children, Frederick T.
Jordan. Jr.
and Carol A.
Kirkland, or their issue shall survive me, then I bequeath and
devise all the rest, residue and remainder of my estate, real
and personal and mixed, including any property over which I
may have any power of appointment, unto Frederick T. Jordan,
Jr.
and carol A. Kirkland. in trust, as Trustees (h~rein re-
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1\ vivin. ohiW",
ferred to as "Trustee") of a trust for the benefit of my sur-
or their
issue,
and my
said Trustee shall
hold, invest and
reinvest.
collect the income therefrom, pay
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all taxes and other charges that may be made properly against
the said estate, and distrihute the income and principal there-
of as follows:
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A. My said Trustee shall divide the balance of accumu-
lated income and principal of said trust into as
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A.
My said Trustee shall divide the balance of accumu-
lated income and principal of said trust into as
many equal shares as there arc children of mine. If
any child shall predecease me, or upon the death of
any child of mine, his or her share ahall be distrib-
uted to and held in accordance with the terms and
conditions of Article VI of this my Last will and
Testament and divided in accordance with Paragraph
n. of said Article VI.
[I
II
II
II
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n.
During the period of the life of my said child bene
ficiary, my said Trustee shall appl~' to the benefi-
ciary, all of t.he income (at least annually), and so
much of the principal of the said trust as is, in
the sole discretion of my said Trustee, necessary
for the benefit, support, maintenance and education
of said child beneficiary and his or her children
when requested by said child beneficiary.
upon the death of a said child beneficiary, my Trust-
ee shall continue to hold the said trust share, in
trust, for the purposes and beneficiaries set forth
in paragraph VI hereof.
I
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VI.
I If any child of mine shall predecease me, any trust as-
I sets I designated for said child from the trust created in
I Article V above shall be held in trust by my granddaughter,
I Christina L. Jordan. as co-truntee with any surviving child
of mine (hereinaftcr collectively referred to as "Trustee")
for the benefit of my grandchildren (and the term "grandchil-
Christina Jordan, Matthew F.
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I, Jordan,
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dren" shall be defined to mean
Kirkland);
and
Stephen
G.
and
my
the
Kenneth
Jordan,
said Trustee
shall
hold,
invest
and
reinvest,
collect
income therefrom, pay all taxes and other charges that may be
distribute
the
said
estate,
and
against
the
made
properly
income and principal thereof as follows:
3
sole discretion of my said Trustee, np.cessary for
the benefit, support, maintenance and education of
said beneficiaries.
B. My said Trustee shall divide the balance of accumu-
lated income and principal of any trust share re-
ceived from Article V into as many equal shares as
there are then living grandchildren of mine, so that
there shall be one such share for each said grand-
child. My Trustee shall continue to hold the said
trust shares, in trust, and make distribution as
herein set forth. My Trustee shall distribute the
principal and accumulated income to any such benefi-
ciary as follows: one-third upon attaining the age
of 21 years, one-half of the remaining balance upon
attaining the age of 25 years and the balance of
accumulated income and principal upon attaining the
age of 30 years.
E.
C. If the said beneficiary shall die at any time during
the continuance of this said trust, leaving issue
then surviving, the principal and accumulated in-
come, if any, of this trust for this said beneficia-
ry shall be paid over to his said issue p~r
stirpes; provided, however, that if any of sa d
issue be under the age of 21 years my said Trustee
shall apply the income and principal of their respec-
ti ve shares, in my Trustee's sole discretion, for
the benefit, support, maintenance and education of
such issue, without the intervention of a guardian.
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D. If said beneficiary shall die at any time during the
continuance of this trust, leaving no issue then
surviving, the principal and accumulated income, if
any, of this said trust for this said beneficiary
shall be paid over to my said Trustee, in trust, for
the benefit of my surviving grandchild or grandchil-
dren or their issue, subject, nevertheless, to the
provisions hereinabove.
Should the shares of a beneficiary, in the opinion
of my Trustee, be or become too small to warrant the
placing or continuing such fund in trust, or should
its administration be or become impractical for any
other reason, my Trustee may pay such share absolute-
ly to the person or institution maintaining the
beneficiary, or may deposit such share in the benefi-
ciary's name in a savings account of my Trustee's
choosing, payable to the beneficiary at majority.
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VII.
No principal or income payable or to become payable under
this Will or under any Trust created by this Will shall be
subject to anticipation or assignment by any beneficiary there-
of or to attachment by or to the interference or control of
any creditor of any such beneficiary, or be taken or reached
by any legal or equitable process in satisfaction of any debt
or liability of such beneficiary prior to its actual receipt
by the beneficiary.
VIII.
In the event that any beneficiary or legatee of any trust
estate, by reason of illness, age, incapacity or other cause,
shall, in my Trustee's opinion, be unable properly to receive
and disburse the income or principal to which he may be enti-
tled, then my said Trustee, in his sole discretion, shall pay
and apply the income and principal due such beneficiary or
legatee to his comfortable maintenance and support, without
the intervention of any guardian
or committee and without
being required to apply to any court for leave to make such
payments. The powers exercised under this provision shall rest
solely in the discretion of my Trustee.
IX.
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My Executor shall payout of the residue of my estate as
an expense of administration all estate taxes, inheritance
taxes and other death taxes of any nature which may be imposed
upon or with respect to the following:
5
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A. Any devise, legacy or appointment made in this WillI
B. Any real or personal property which at my death my
said wife and I may own in any form of co-ownership I
C. Any life insurance upon my life which may be payable
to my said wife or to my said child or children.
D. Any gifts which I have made or may make during my
lifetime to my said wife or to my said child or
children.
In the absolute discretion of my Executor, he may
pay such taxes immediately, or may postpone the time of pay-
ment of taxes on future or remainder interests until posses-
sion accrues to the beneficiaries.
x.
I give to my Trustee the following powers, in addi-
tion to and not in limitation of common law and statutory
powers:
A. To retain any property, real or personal which Trust-
ee may receive as Trustee, even though such property
(by reason of its character, amount, proportion to
the total trust estate or otherwise) would not be
considered appropriate for a fiduciary apart from
this provision.
B. To sell, exchange, give options upon, partition or
otherwise dispose of any property which Trustee may
hold from time to time, at public or private sale or
otherwise, for cash or other consideration or on
credit, and upon such terms and such considerations
as Trustee shall see fit, and to transfer and convey
the same free of all trust.
C. To invest and reinvest the trust estate from time to
time in any property, real or personal, including
securi ties of domestic and foreign corporations and
investment trusts, bonds, preferred stocks, common
stocks (whether fiduciary or non-fiduciary), mortgag-
es, mortgage participations, even though such
investment (by reason of its character, amount,
6
proportion to the total trust estate, or otherwise)
would not be considered appropriate for a fiduciary
apart from this provision.
D. To make loans, secured or unsecured, in such
amounts, upon such terms, at such rates of interest,
to such persons, firms or corporations as Trustee
shall think fit.
E. In dividing into separate trusts or shares or in
distributing same, to divide or distribute in cash,
in kind or partly in cash and partly in kind, as
Trustee thinks fit. For purposes of division or
distribution, to value the trust estate and any part
thereof, reasonably and in good faith, and such
valuation shall be conclusive upon all parties. To
whatever extent division or distribution is made in
kind, my Trustee shall, so far as Trustee finds
practicable, allocate to the respective beneficia-
ries approximately proportionate amounts of each
kind of security or other property in the trust
estate.
F. To use his discretion to elect the most propitious
settlement option with regard to any qualified em-
ployee benefit plans available to me at my death so
long as such election shall be in accordance with
the Plan's Administrative Committee or Administrator
as the case may be.
G. To borrow money without liability on the part of the
lenders to see to the application thereof, and to
mortgage or pledge any real or personal property.
XI.
I give to my Executor, in addition to and not in
limitation of common law and statut.ory powers, all of the
powers and discretions given to my said Trustee in Paragraph
X hereof. All such powers and discretions may be exercised by
my Trustee or by my Executor without application to any court.
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XII.
I direct that no bond or other security be required
of my said Executor or Trustee in any jurisdiction in which
they or either of them may act.
IN WITNESS WHEREOF, I have hereunto set my hand
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Last Will and Testament typewritten on eleven (11) sheets of
and seal this
7.e./v
day of
, 1992, to this My
paper (including witnesses' signatures).
~iuu~"-'h~Jl~ (SEAL)
Frederick 'If/. Jordan
1I
B
.
On the tJV4 day of YUU'J , 1992, Fred-
erick T. Jordan declared unto us, the undersigned, that the
foregoing instrument was his Last will and Testament, and he
requested us to act as witnesses to the same and to his signa-
ture thereon. He thereupon signed this l'lill in our presence,
we all being present at the same time, and we now, on the same
date, at his request and in his presence and in the presence
of each other, hereunto subscribe our names as witnesses. And
each of us declares that he believes this Testator to be of
sound mind and memory.
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Address IT'
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iI COMMONWEALTH OF PENNSYLVANIA:
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COUNTY OF
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SR.
and
We, ,:S/;ul ~u
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the wi tnesses whose
names
are
signed to the foregoing instrumcnt, being duly
qualified
according to law, do depose and say that we were present and
saw the Testator sign and execute the instrument as his Last
will and Testament; that he signed willingly and that he exe-
cuted it as his free and voluntary act for the purposes there-
in expressed; that each of us in the hearing and sight of the
Testator oigned the Will as witnesses; and that to the best of
our knowledge the Testator was at that time eighteen (18) or
more years of age, of sound mind, and under no constraint or
undue influence.
~..n-. t/. &'athd
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Sworn or affirmed to and subscribed
to before me by ,Slltu..'/-, 'I {~,{~"c Ie I'
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:(ji7l1hpth "I. j(;/~tJrt" and LC)(I A- I?lrhorrl
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this I day of .) J 1'"-_
---~t :,-",.G:: ,{ )~~;~/i'I{~-;r
Notary Public
(SEAL)
My Commission Expires:
, 1992.
NotariaISoJI
tnl3 D. WnIlend<. NoliIry I'1bic
1-larrIsbull, D~COunty
My ColMisslOO E<PimS 0cI '. 1993
. PemsyM:v1a AsooOa1iOn 01-.
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19. If line 18 is grloler than line 17. enltr Ihe difference on line 19. This Ii the OVERPAYMENT.
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20. If line 17 Is gr.oler than line 18, enler the difference on line 20. This is the TAX DUE,
A. Enler the Inlerell on the balance due on line 20A.
B. Enter the 10101 of line 20 and 20A en line 208. This is the BALANCE DUE.
Me". Check Payable tal Register of Willi, Agant
.. ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
Under penalties of perjury. I dedar. thai I hove 'lIomiRed thil return, including accompanying uhedul., and ,lolemenU. cnd 10 the bll'l of my ~nowl.d9' and beli.f.
it is lrue, correct and complete. I declare thot all r.ol ..tolt has been reporled 01 frUI mor~.' 'tolue. O.c1aration of Pl'por.r olher thon the plnanol repreltnlol;". is
ban.d on 011 Informal ion of whith pr'par.' halon)' Ilnowledge,
NA uRE PfA N II N IlL. OIl'llIN Af URN ~O RfS~ DAlf
flEV_~OO EX. ".171
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
C---
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COMMONWEALTH 01 rtNN~T1\'ANI"
DEPARTMENT 01 REVENUE
PO~T OfflC( 10. 1327
HAIl.AI!lIURG. FA '710H,,7
( N NAM ILl. ,I , AN
MI 01
[ILl NUMBlR
21
COUNTY CODE
INIIAI ' DEN COM II A
11105 E. FCWDERHORN ROAD
Ic:moro-m~o." oH"r;r--- MEOIANICSBURG PA 17055
4/16/95 I B/22/19 ,CO""" CUMBY:RLAND CXXJNrY
o 2, Supplemental Return 0 3. Remainder Rrlurn
Ifor datrl of dralh prior to 12. \ 3.82)
o 5. federal Elfale Taa
o Return Rrquired
_ a. Total Number of Safe Orpolil Baxel
95
0410
NUM~ER
'tEAR
JORDAN, FRE:DmUCK T.
~OCIAl U jfi NUMUR
010-16-9601
P!J \, Origlnol Return
o 4. limiled eltote
LJ Aa. Future Inlerell Campfomile
(for do'e. of death ofte, 12.12.B21
n 6. Cecedenl Died Teltate 0 7. Cecedent Maintained a living Trult
I IAttoch copy of W;U) (Attach copy of T,ulll
ALL CORRESPONDENCE AND CONFtDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAM COMPUTE MAILING ADOllt~~
CRAIG A. DIEHL. ESQUIRE
L nON t~UM II.
3464 'I'RINDLE ROAD
CAMP HILL PA 17011
717J
763-7613
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1. Real Ella'. ISch.dul. A) I 1).
2. Stack. and Band. (Schedul. B) ( 2)
3. Clo..ly Held Stock/Porln."h;p Int.'.., ISchedul. C) (3)
4. Mortgagel and Notel Recei'loble (Schedule 0) I 41
S. Co.h, Bank Depo.itl & Mhcelloneou. Penonol P.opor'y( S) $ 4.505.00
ISchedul. E)
6. Jo;n'ly Own.d P,ope,'y (Schedul. F) ( 6)
7. T,onol." (Sch.dul. G) (Sch.dul. L) I 7)
B. TOlal Gton Aue" (Iotallinol \.7)
9. Funeral Eapenl.I, Adminiltrative CalU, MilCellaneouI I 9)
Expen"I (Schedule H)
\0. Deb". Mortgage liobiliti.., lienl (Schedule I) PO)
11. Total Deductions (10101 Iinel 9 & 10J
\2. Ne' Value of Ellate Iline 8 minuI line 1 \1
13. Charitoble and Governmental BequelU (Schedule J)
14. Net Volue Sub'aclto Tax (line 12 minul line \ 3)
1 S. Amount of line 1 A takoble 01 6% ral,
(Include value. from Schedule K or Schedule M,)
16. Amount of line 14 tOlC.able at 1 S% role
(Include 'Ialuel from Sc.hedule K or Schedule M.)
17. PrincipaltQx due (Add tox from line 1 S and from line \ 6.)
\8. Credits Prior Paymenll DllCount
(1 B)
(19)
(15)
I B) $ 4.505.00
$B.513.00
(11) $8.513.00
(12) $4.00B.00
(13) 0
(14) U4.00B.OO )
)( .06 a 0
)( .15 1:1 0
(17) 0
Interesl
(16)
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Check her, if you ora roquesting a rofund of your overpayment.
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1105 E. ro.--IDERHORN ROAD. ME:CHANICSBURG PA
"'ODIl[~~
3464 TRINDLE ROAD CAMP HILL PA 17011
AUGUST 4. 1995
DAlf
AUGUST 4. 1995
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FIRST FEDERAL SAVINGS & LOAN ASSOCIATION -
INDIVIDUAL RETIREMENT ACCOONI'
$4,505.00
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SCHEDULE E
CASH. BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI. a.. Print or T .
FILE NUMBER
21-95-0410
CCMMONW!AUH 0' '!NNSVLVAN1A
INHllnANCI TAX .nUIN
IlIlDtNT DlelDINT
ESTATE OF
FREDERICK T. JORDAN
(All property jolntly.own,d with the Rlgh. of SUf'lII/onhlp mli.' b. dhclol.d on Sch.dul. FI
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
TOTAL AI.o .nter on lin. S. Reea
S 4.505.00
(Attach additlonoI8Y," )C 11" ,h.",lf mort .pocels n,.d.d,)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Prlnl or T .
FI E NUMBER
21-95-0410
FREDERICK T. JORDAN
ITEM
NUMBER
A. Fun.ral Exp.n....
DESCRIPTION
AMOUNT
1.
MEYERS - HALL FUNERAL I1CME, INC.
$6,700.00
1,600.00
2.
GATE OF IlEAVEl'! CEMETE:RY - 'I'CM3 STONE
B. Admlnl.tratlv. Co.I..
1. P.nanal R.pr...nlallv. Camml..lan.
Sadal S.curlly Numb.r of P.nanal R.pr.s.nlollv.,
V.ar Comml..lons paid
2. A"arn.y F..s - CRAIG A. DIEHL, ~IRE 150.00
3. Family ex.mption
Claimant R.lollonship
Addr... of Claimant at d.c.d.nt's d.alh
Slreet Addr...
Clly Slot. Zip Cod.
A. Probale Fe.s - REGISTER OF WILLS, CUMBERLAND CXlUNl'Y 63.00
C. MI...llan.ou. Exp.nll"
1.
TOTAL (Also .nl.r on lin. 9. R.capitulatlon)
(If mar. .paco I. n..d.d, In..rl additional .h..I. of .am. .1..)
S 8.513.00
.
CDMMOHWIAUH O' ,tNH"LYAN"
INM"I'.Net ,... .,WIN
.nlolNt DI(IOINI
SCHEDULE J
BENEFICIARIES
fiLE NUMBER
21-95-0410
ESTATE Of
FREDERICK T. JORDAN
ITEM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
RELATIONSHIP
AMOUNT OR
SHARE Of ESTATE
1.
A. Toaabl. Seque"1I
JOSEFHlNE JORDAN
1105 EAST PCMDERHORN OOAD
MEClW/ICSBUOO PA 17055
SI'OOSE
100%
AMOUNT OR
SHARE Of ESTATE
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Goyernmental S.que"lt
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAllo onlor on IIno 13. Rocopltulotlon) 5
(If more .pan 1. "..ded, 1"'lrt additional ,h..tl of lam. .In)
c
CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedent:
Date of Death:
Will No. 1995-00410
FREDERICK T. JORDAN
APRIL 16, 1995
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~R'ules was served on or mailed to
the (ollowing beneficiaries of the above-captioned estate on
AUGUST 31. 1995
~
JOSEPHINE A. JORDAN
Address
1105 EAST POWDERHORN ROAn. MF.CHANTC!lRIIRr., PA
17055
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except N/A
Date: AUGUST 31, 1995
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Name CRAIG A. DIEHL, ESQ.
1
Address 3464 TRINDLE ROAD
CAMP HILL, PA 17011
TelephoneJ717) 763-7613
Capacity:
Personal Representative
x . Counsel for personal
representative
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RI!V-1547 I!X AFP (12-94*
CCMIONWfALTH Of' PENNSYLYANIA
DEPARnENT Of' If[\lENUE
BUREAU Of INDIVIDUAL fAXES
DEPT. uno 1
HARRIIIURG, PA 17IZ.~0601
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR aISALLOWANCE
OF OEDUCTIONS AND ASSESSNENT OF TAX
DATE 11-13-95
FILE NO.
04-16-95 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, suaNIT TNE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAVNENT TO THE REGISTER OF WILLS. NAKE CHECK PAVAaLE TO "REGISTER OF WILLS, AGENT"
REMXT PAYMENT TO:
CRAIG A DIEHL ESQ
3464 TRINDLE RD
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt R..1tt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REii=is4j-iix-Aj:ji"n'2=94j-iioi"icii--OF-YtiHEifii'liifcE-i"A'X"APPRAisiiiiEiiT~--Ar.roiiliifcE-crli-........_mm""
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATI! OF JORDAN FREDERICK T FILE NO. 21 95-0410 ACN 101 DATE 11-13-95
TAX RETURN WAS, t X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE RI!VERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eat.t. (Sch.dule AJ (1)
2. stocks and Bond. (Schadul. 8) (2)
5. Clo..ly Hald stock/Partnership Int.r.at (Schedul. C) (3)
4. "artgag../Not.. Receivabl. (Sch.dul. DJ (4)
S. C..h/Bank Dapoalta'Hlao. Pareonal Property (Sch.dula E) (S)
6. Jointly awn.d Proporty tS.hedul. FI 161
7. Transfara C$ch4Htul. G) (7)
8. Tot.l A...t.
I CHANGED
.00
.00
.00
.00
4,505.00
.00
.00
lal
4,505.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expen.../Ad.. Co.ta'Hi.c. Expan... (Sch_dul. H) (9]
10. Debta/Hortgaga LJabl11tl../Liana (Schedul. I) (10)
11. Tot.l D.duction.
12. Hat Valua of Tax R.tu~
15. Charitable/Covarnmant.l aaqu..t. ISchedul. J)
14. H.t V.lu. of E.t.t. Subj.ct to Tax
8,513.00
.00
till
1121
1131
1141
R.l;il~ nn
4,008.00-
.00
4,008.00-
If an assessment was issued previoUSly, lines
reflect figures that includa the total Df abh
ASSESSMENT OF TAX:
IS. ~t of Lin. 14 .t Spous.l r.t. (15)
16. A.aunt of Lin. 14 taxabl. .t Lin..l/Cl... A rat. (16)
17. Aaount of Lin. 14 t.xabla at Collat.r.l/CI... Brat. (17)
18. Principal Tax Du.
TAX CREDITS:
NoTEI
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
.OOX,OO:
.00 X .06:
.00 X .15:
Ilal
PAVNENT
aATE
RECEIPT
NUNaER
DISCOUNT 1.1
INTEREST I-I
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FaR CALCULATIaN OF ADDITIONAL INTEREST.
I IF TaTAL DUE IS LESS THAN .1, NO PAVNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VDU NAV aE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I
.00
.00
.00
.00
f)<
l).\
I.}
AUDrYAnON. Eat.t.. of dec..s.nt. dvlng on 01" btI'ora Dee...,. 12, 191Z .. 1f MY 'uture lnt.,...t 1n the ..t.t. I. t""",'.rrM
In po.....lon or enJa~t to el... . (coll.t.,.lll ben.flcl.rl.. of t~ dec~t .,tl,. the ..plr.tlon of ."y ..t.t. for
H,. or for v..n, 1M C~.lth tMreb)' ....n..b "'''rYIIl the right to IIPPral.. W1d ...... tl'...,f,,. InfM,.1tancl Ta...
.t the l~ful el... . (coll,t,,.II) rat. on ~ .uch future lnt.,...t.
PURPOSE OF
NOTlCEI To fulfill the ,....lr...nt. of Section 2140 of t.,. IntM,.ltMCI .... Elt,t, Tax Act, Act 2Z of 1991, 7Z. P.S.
Section 214D.
PAYHEHTt
Detach t.... top POI't1on of this Notlu end ,ubIIlt with your p.yont to tM Aqht.,. of NUh prJnted an the r.ve,... ales..
--M_. cMck or 110M)' order p'YMl1a tal REOISTER OF MILLS, AGENT
AU PIYHnb rKIJond ..,.11 first be ~11'" to ..,y Inhred which ..y be dUe with ."y ,.__1"" eppl1ed to the hie.
REfUND (CRII .. refund 0' . tllll credit, which .... not ,...,.lted on t.... Tall A.turn, ..y be; r....tecl by cDllP1IUng .... "Application
for A.fund 0' Penn.ylv.nla Inherjt~. ~ [atata Tax" (REV-ll1l1. AppllcatlDn' ar. avallabl. at t~ Dfflc.
of ~ ...I.t.r o' Mill., ~y of ~ 15 ..v~ DI.trlct Offlc.., or by c.lllng ~ specl.l Z4-hour
.n~rlng ..rvlce ~r' for for.. orderlngl In PennlYlvenla l-100-S6l-Z050, out.lde penn.vlvanla end
within 10000l HIIrrlaburlll ar.. (17) 717-1094, TUD' (7171 nZ-Z1SZ (He.rlng IlIpalred Only).
DLlECTIDHSI Any p.rty In Inhr..t not .atlll1'" with the BPPrab--.t, .11owenc:.. or dll.l1OMW1C. of deduction., or ..........t
of tax (Including discount or Inhr..t) a. Ihowl on thls MoUe. .u.t DbJKt within ,bly (60J den of rec.lpt o'
th1l Motlc. byl
--wrltt.n prot..t to ttM PA Dep.rOMt of R.vW\UIl, lard of Appeals, Dept. ZIUZI, lillrr1lbura, PA 171ZI-IGZI, OR
..-.lectlon to Mw tM ..tt.r det.ralned at IlUdI t of tM KCOL.l'lt of the ~r.onal r.pro.antaUva, OR
--appe.l to tM Orphan.' Court.
AlltlN
ISTRAlIVE
CORRECTIDHSI
DISCOllfTI
FMtual arror. dbcovared on thla .........,t should tM ~ra..ad In writing tOI PA Dep.rt...,t a. A.v~,
lur..u o. Individual T.x.., ATTNI po.t A........,t .evl... unit, Dapt. %10601, Harrl.burg, PA 171ZI.0'01
Phone (717) 717-6505. 5.. pege 1 of the booklet "In.tructlon. for Ihharltenca Tax A.turn 'or a Ae.ldant
Dac~t" (REV-ISOl) for ~ axpl~tlon of ~lnl.tretlvelY corractable arror..
If ~y taM due I. paid within thr.. (1) eal~r .anth. .'tar thl dacadent'. daath, a flva p.rcant (5~) dllCDUnt of
~ ta_ paid I, allowed.
INTERESTf
Inhr..t 11 charged beglmlng with flr.t day of delinquency, or nlM (,) ...th. MMt one (1) day fra the deta of
deIIth, to the data of p.YHl'lt. Tan. which becaara delinquent tMfora JMUllry I, 19lZ lMar Intara.t at the rata of
.1_ (6%1 parcent ~r ~ calculated at . dally rata of .000164. All taxa, which bee... delinquent on and a'tar
January 1, l'IZ will ba.r Intar..t .t a r.ta which will v.ry 'ra calendar vaar to calandar y..r with that rata
~ad by the PA Dapart..nt of Ravenue. ~ ~llc.al. Int.r.at r.t.a for l'IZ through 1995 arar
~ Int.raat Rata Ually tntarast Factor ~ tnlara.t R.t. Dalh tntar..t Factor
1,IZ ... .ooosn '91' .. .00GZIt7
"" ... .000.,1 1961-1991 "' .000301
.... "' .000101 1992 .. .000ZIt7
1915 IS' .000156 1991-1994 n .000192
.... ... .000Z14 '99S .. .OOOZU
--Intar..t 1, calcul.ted a. 'ollow'l
INTEREST. BALANCE OF TAX UllPAID X NUIIBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca I..ued .ft.r the t._ bacu.a. delinquent ~lll r.flect an lnt.ra.t calculation to flftaan (151 day.
bayond the data of the ........nt. If pa~t Is .... .tt.r the Int.r..t CMPUtatlon data shown on the
Notlea, addltlonsl Intars.t .u.t be calcul.ted.
.
JRD/Junc 30, 1992/17858
REGISTER OF WILLS
Cumbcrlnnd Counly Courlhouse
Onc Courlhouse Square
Cnrllsle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: CRAIG A. DIEHL, ESQ.,
RE: Estate of FREDEIUCK 'I'. JORDAN
HAMl'ut;N 'jWt'
. Deceased, Lale of
Estate No.: 21-1995 - 0410
Dale of Decedent's Dealh: 4 -16-95
Pursuant to Rulc 6.12. the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's death. and annually thereafter until administration is
completed. is required to file with the Registcr of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form. showing the date by which thc personal representative. or al1orney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Cierk of the Orphans'
Court. as appropriate. within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify the Orphans' Court Division, Court of Common Pieas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be Imposed upon the
delinquent personal representatlvc and the delinquent personal representative's counsel, If any.
Accordingly, if the requisite Status Report Is not filed by 6-10 .1417. you are hereby
advised that a request will be submitted to thc Court in accordtmce with Rulc 6,12.
Date:
5-28-97
Distribution to Estate Pilc
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frederick T. Jordan
Date of Deathl 04-16-95
Will No. 21-1995-0410
Admin. No.
Pursuant to Rule 6.12 of the supreme Court Orphans'
Court Rules, 1 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 X 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 X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: None
c. Did the personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounLs may be filed with the
Cerk of the Orphans' Court and may be altached to this report.
Datel M~r 30, 1997
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sfin7;tB~1J:4 t:r,;...,
Craig A. Diehl, Esquire
Name (Please type or print)
LAW OFFICES OF CRAIG A. DIEHL
3464 'I'rind1e Rd., Camp Hill, PA 17011
Address
( 717) 763-7613
'I'el. No.
CapaciLYI Personal Representative
X Counsel for personal
representative
(MAH: rmf/ AM3)