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HomeMy WebLinkAbout95-00716 "J 'ii, '. . ~f.' . "~"', , ,....'.,"1 . ",: t.' "', ~, \ w_... c....... Wo...vJ Register of Wills of D<W~;II County, Pennsylvania PETITION FOR GRANT OF LETTERS --... 0----, Estate of Zernora Alice Frutiger No, c!Y1-C/5 -7/~ also known as , Deceased Social Security No, 1 Q<)_1(' _1 1 d R h"I_.l..._..,...,.,.................."',...,.'.. ICOMPLETE "A" OR "0" BELOW:' ~ A. Probate and Grant of Letters and aver that Petitionellsl is/are the e.er.ut-Z- named in !ne Last W&II 01 the Oecedent, dated F'phrll" rl' ?n, 1 Q(, 4 and codicillsl dated none CO-EX8Clltri y .lrlr.p pl i '7:l1hnt-h nl'r~Qrg'.: hns rpnnl1n("(H-l .t1nr rioht t-n ~~rvp .1.,.'.."....,...OC.."..t~..I.'.,"......C.."on,......"'I..U..IOl..,1 Ellcept III follow., Decedent did nol marry. waf not divorcaO, emu Llid IllJl hd'lliO d ",h.IJ t,v,r. Dr ..d=..tcd .:.tl:lI ""':"'.:\I\lel"l cot ,...~ rt"C"lImf>n'" nthu"d lor probclIlI: WaI not the victim 01 . killing and w.. nover adjudicated IncompaUlnU a B, Grant of Lellers 01 Administralton ..,.,........ ............,.......................,............................, Pctitioncrls} after a proper search hiJslhaVD ascertained Ihal Oeccdcnllolt no Will and was survived by thO following spouso (., anyl and heirs: Name Ralationshlp RIUldence tlac " 11Ioc~~ry. Decedent was domiciled al death In ~~~. . . COUnIY. pcnn~~'ia. WJ' hIs/her last tnmily or prillclpal residence at ~!n!~~~,(:i~ " lil~",jt'~, P'Il,17SJI 11.,."'-"" Co. ',,-,,\11" ....\"" . \ \.ll ra.... , I Leader Nursing Home Decedent. then -2~ years of aoe. died August 17 , 19~, at r"mp III 11. ". 1I..........,j Decedent al dealh owned properlV with n1imatod values 09 lollows: III domIciled In PAl All perlonal property ............................... 1 40. 00 n llf nol domiciled In PAl Porsonal property in Pennsvlllonla . . . . . . . . . . . . . . . . . . . . . . $ n III nol domiciled In PAl Perlonal properlY In County. . . . . . . . . . . . . . . . . . . . . . . . . . $ -n Value of real ellOle In Pennlylvanla .......................... 1 . . . . . . . . . . . . . . . . . . . . $ -0 Tot.1 ....... ..... .......... . .... ...... .......... . ..... ...... ..... .. · 140.. 000 Real Eltate lilueled al follow.: None Wherelo,e. Petillonerll) rupectfully requa.tll. tho probate of the Inl1 Will nnd Codici\tl) prlllenled with thil Petillon and the o,anl 01 lenell in the 8pproprial8 lorm to the undarslgned: Typed or printed nn",8 nnd fUldence Donald U, Frutiger .. 1A ~nll"h ~"t"('\r.t. earn Hill P ()( ) (:' I Oath of Personal Representative:. ~~1 Commonwealth of Pennsylvania County of Dauphin f'!; The Petltlonerlsl above-named swearls) and afflrmlsl that the statements in the foregoing Petition ere true and correct to the best of the knowledge and belief of Petltlonerlsl and that. as personal represent~tivelsl of the Oecedent. Petltlonerlsl will well and truly administer the estate according to law, Sworn to and ui/lrmad anti subscribed Ai~"..... \" ~ .... I J:.'.i ( :11,,, , - ~ ~~ Donald U. Frutiger 218 South 24th Street Camp Hill, PA 17011 before me this I~ _ day of SeDtembp.r 19--25 ~1h):nn~"~~, DECREE OF REGISTER Estate of Zemora Alice Frutiger No, 21 - 95 - 716 Deceased also known as Social Security No: 199-36-1148 Date of Death: August 17, 1995 AND NOW, September 27. . 19~, In consideration 01 the Petition on the reverse side hereon, satisfactory proof having been presonted before me. IT IS DECREED that Lotters JD Testamentary 0 of Administration a,e hereby granted to Donald U, Frutiger ... I.........r 1.'.._.... ......_...._.....__. _.......~ In lhe above estate and that the Instrument(s), If any, dated February 20, 1964 described In the Petition be admitted 10 probate and flied of reco,o as lhe last Will of Decedenl. FEES ~~i:.e:-rt~* MARY (;. LEWIS Louers...,............,..,......, $~;;IOO,()() Short Cortlficate(s)..I.1.~,1. Renunciation..."",..""". . Affidavit ( )................. Extra Pages ( )............ 3~oo ")(Y) $ $ $ $.J ~,oO Codicil.......................... $ JCP Fee........................ $ 5,00 Inventory & Tax Forms.., $ Other............................ $ :Pa-QL\~S:' /p6UiY'&(/ 9 .If' 9.s TOTAL..............., $(l.6F. 00 Auorney, Richard W, Stevenson 'iY\~ 1.0, No: 7120 Addmss, McNees, Wallace & Nurick P.O. Box 1166, Harrisburq, PA 17108 Telephone: (717) 237-5208 9-27J9'?lTE FILED: September 1995 Mailed letters and order to at'.orll!'Y on RW-7. ~ 21 - 95 - 716 r " . .. .. ~., ,. :. .;'>..:::',:i' >' ...... ~ .. : .',:', '" '. ,. ,. '.';.",.: .,',: '.. .~., \<;",':' , c;' ;..,,: .~ " ,:~ ;~ .':'...,... ,.'.',.. ':." ',:,...' ,.~~".'.' '.~ '~.'.'.,~;:' .:.~..',: :,::.: '. ~.~;: '~:"".'.,;. . .;...'.~,..::.,;.... .:::: :>,,'~~ ~ ":,',~, ...'.:'~ ',', .. ~.~' ,,",, ';':";"':':'~'.j'.:/ '..., ' .' :':'.,"~ ", .';.....:;'.: ;..,..., ",:'. " ,;....' .:,:,<,:,..,:,..,.\,., ;';, :': :~(i,:..,.;.~'c~: .,: .....' >".",':':' ,; ':;;': ;';: .' .. ":,,;:,;;;,,n' ':: ~:_': ,':',".' . " c.'::"..;;:' "."'.: '. :'" '. " .) ',: "', .,':::' ::.;. " :', ~ ,..i.i.::,"', " 'j, ' .' ',' : "~: .. ; '::,':;,:\' .' ." ';":",',.,; ':"":,;... " ...... .:". ','C-'. -. ........ :: . ,;>.~" .";;::,;[. ,:,~.~..:,~.~, ...::......:~'....:~.,;' .;:. ;........... ,'. ,'( ;":"';~~:;~, " .. .'.,;''0...,;'-\ .' .....,: ,.'.,'.:': :.'.,.'....~ ...., .. I :,' .. ,: .";:.,,,;,- ",.::'::,..:,"-':';'-:>,,';''': ::.~...;..., ";'. '. "-': ". '~',,~:'.~ "'. . ',', ",' ~... '::':'/':'~X" .,';'''(! :.,,,' :..' .." .',.<- .. .', ~'..',"::. i.:':',~ "'" i,::.. ;'; ct-!' ,:,...', ,.,~..' .,'~ '",.:,:.););.' , ,..:,.,:.:~., ~'.~' {.,..'..,.',".' :,~.' ,'..::" ,...'::-:',. >. _"':<'{, ,. ',c' : ,L-,', ",,:_:, "':;~~'1_:;'" ;X~';,.;.: ': "" . ;. .,; . .;, ,:.',' ,,::,:, . ~ ' (- \ ,,' I:; " 2 <'~_ 1./, ." ,'^ . "', -,' " '. -- " ," ,} ~ ,,"r-' , '. '. -. .!:.<,:,:'.' '~": ,,; .. .... ,",' ':': . ~:. .> ~ ,"'- ',' ".:: ,-' ":.- ;'~,:. '" ~ ,,'.;~,::,""" ".., ".. ,....-.,:<, .',' . ."::,.',,'" . . :.... . .." ~, .. :,';",' ,,. , . . ,l . . , , - ~- - - - . :' . ~ ~, !; , I FILED SEP 0 11995 JANE 0, MARFIZO REGISTER OF WILLS ; -, ~, , \ ,r;' -,:-,,,,,1 ;C;1 "Ai ,~~'-:i~,~ ", ~~~ ..'If( ..rll" ":' ';f ~?~ '.t: ,"' ',',< -.:.- ,'.'~';:~ :': .' >:, ., c' E":" ( /~., ".... ,".;'}'!. January 31, 1964 . , . .' . , . \'/ILL - 2E , ZEMORA ALICE FRUTIGER I, ZEMORA ALICE FRUTIGER, of Highspire, Dauphin County, Pennsylvania, declare this to be my will and hereby revoke all prior wills and codicils macte by me. 1. I bequeath, devise, and appoint all of my property, of whatever nature, and wherever situated, including any property over which I hold a power of appointment, in equal shares to my two children, Donald U. Frutiger and Jane Elizabeth Durborow. If either of my children should predecease me and leave no issue who survives me, then the share which such deceased child would have received if living shall go to myother child, or, if such other child does not survive me, to the issue of such other Child, with the share of any such issue for whom property is then being held in trust here- under being added to the trust for the benefit of such issue. If either of my children should predecease me and leave issue who sur- vives me, then the share which such deceased child would have re- ceived if living shall be distributed per stirpes to such issue, with the share of any of such issue who is under the age of twenty-one (21) years being distributed to my trustees hereinafter named to hold in trust for the benefit of such issue under the following terms and conditions: (a) To pay to or for the benefit of such issue so much of the income or principal or both as may from time to time be necessary to provide for hiD maintenanoe, support, and education, and to meet the costs of serious illness and other needs of an unusual or emeI'gency nature, taking into acoount such other sources of income or support as may be available to such iSBue, ') () I" r' '1"., , . (;-7 ' " \.II".....l-("-t... _"" ( ......-... . . ... . . ". " . (b) When such issue is no longer under tho age of twenty-one (21) years. the Trustees shall distribute the entire amount held in trust to such issue. If such issue is not then living. then the entire amount then held in such trust shall be distributed per stirpes to his issue. or. if no such issue are then living. per stirpes to the issue of Donald U. Frutiger or Jane Elizabeth Durborow. or whichever is the parent of such issue. or. if no such issue are then living. per stirpes to my issue. If any distributee under this sub-paragraph (b) is otherwise thon a beneficiary of a trust established hereunder. then his share shall be added to said trust. 2. If any beneficiary under this will. or under any trust created herein. should die within sixty days after my death. he shall be deemed to have predeceased me for all purposes under this will and under any trust created herein. 3. Any amounts which are payable to a minor under this will or any trust created herein. may at the discretion of my executors, or trustees. as the case may be. be paid either to a parent or guardian of such minor or directly to such minor. or may be applied for the use or benefit of such minor. ~, In the administration of my estate and the trusts created in this ~rill. the fiduciaries named herein and their successor or successors shall have the following powers. in addition to such powers as they may have by law: (a) To retain all or any part of the real or personal property received by my executors or trustees in the form in which it may be when received by them. including stock in any corporate fiduciary hereunder. as long as in the exercise of their discretion it may be advisable so to do. notwithstanding tnat said property may not be of a character authorized by law, -2- iI, v;,,-, ,.,.-t .....\ ./j':j . " ,. . - r .\II'~.J. ./J, I (I f)' ,'. ___ I I ,.j/ '. . I . .... '. .. (b) To invest and reinvest any funds in my estate or the trusts created in this will in any pro- perty. real or personal. including a common trust fund. even though such property would not be considered appropriate or legal for a fiduciary apart from this provision. it being my intention to give my fiduciaries the same power of investment and reinvestment which I would possess if present and acting. (c) To sell. convey. exchange. partition. giVA options upon. or otherwise dispose of any property. real or personal. at any time held by them. at public or private sale or otherwise. for cash or other considera- tion or on credit. and upon such terms and for such price as they may determine. (d) To borrow money for any purpose in connection with,the administration of my estate or the trusts created in this will. to execute promissory notes or other obli- gations for amounts 50 borrowed. and to secure the paymcnto 'of such amounts by mortgages or pledges of any property which may be included in my estate or the trusts created in this will; such loans may be from any corporate fidu- ciary serving hereunder if the interest and other terms are no less favorable than could have been obtained from any other lending institution. (e) To make such loans. secured or unsecured. in such amounts. upon such terms. at such rates of intereot. and to such persons. firms or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obligation. secured or unsecured. payable to or by my estate or the trusts, for as long a period or periods of time. and on such terms. as they may determine. and to adjust. settle and arbitrate claims or demands in favor of or against my estate or the trusts created in this will. (g) In dividing or distributing any property. real or personal. included herein, to divide or distribute tn cash. in kind. or partly in cash and partly in kind, a~ they may determine. and to that end to allot specifiC securities or other property or an undivided interest therein to any share or part. (h) To employ such brokers, banks. custodians. in- vestment counsel, attorneys,and other a~ento. and to delegate to them such duties. rigbts and powers us they may determine, and for such periods us they think fit. (i) To hold. manage. and develop ony real estate ~,hich may be held by them at any time, to mortr,ar:e lIny such property in such amounts and on ouch torlTll1 ao they .'.:~ t ". ,.-\ ---_. 1- .' /', i .~ t' /., , I- I)' ", \ , ,/ -3- , , . . -' - . " may deem advisable. to lease any such property for such term or terms. and upon such conditions and rentals as they may deem advisable irrespective of whether the term of any such lease shall exceed the period per- mitted by law or the probable period of such reten- tion under this will; to make repairs. replacements and improvements, structural or otherwise, in connection with any such property. to abandon any such property wh1 ch they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or other pro- ceeding, (J) With respect to any securities forming part of my estate or the trusts created in this will. to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, discretionary or otherwise. to vote at any Buch meeting; to Join or become a party to anv reorranization, readjust- ment,merger. voting trust. consolidation or exchange, and to deposit any such securities with any committee, deposi- tory, trustee or otherwine, and generally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (k) To register any sccuritien at any time in their own names, in their names as fiduciaries, or in the names of nominees. with or without indicating the trust character of the securities so registered. (1) To determine. as to all sums of money and other things of value received by them whether and to what extent the same shall be deemed to be principal or income. and as to all oharges and expenses naid by them, whether and to what extent the same shall be charges against principal or income. 5. I direct that all estate, inheritance and succession taxes that may be assessed in consequence of my death, of whstso- ever nature and by whatever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all property includible in my taxable estate, whether or not passine under this will, shall be free and clear thereof, All such taxes on present or future interests shall be paid at such time or times as my executors or my trustees may think proper. regardless of l'lhether Buch taxes are then due. 6. I appoint as executors and as trustees hereunder my son, Donald U, Pruticer, and my daughter. ,Tane Elizabeth Durborow, If either of my children should be unable or unWillinG to serve in any capacity. then The HarrisburG Uationa1 Bank and Trust Company, I'," I , , 1-'- " {-, d t:_, / I ., I " .. ,... "":\ .. ~ _11- ,J . . ,tl' . . . . . . - .... , . '. , " , . of Harrisburg, Pennoylvania, shall oerve in such capacity in hiD place, My trustees shall aloo serve as the guardians of the pro- perty of any minor beneficiaries hereunder, under any policieo of insurance on my life, and in every other situation in which the power to make such appointment io permitted under the laws of Pennsylvania, No fiduciary named herein shall be required to furnish bond or other seeurity for the proper performance of his duties. IN ~lITNESS WHEREOF, I, the oaid ZEl40RA ALICE FRU'l'IOER, herewith set my hand to this my last will, typewritten on five (5) sheets of paper (including the attestation clause and signatures of witnesses) upon each one of which I have also written my name this Q..O'0. day of .;!.elI1.IU'~""'r' 1964. A, "ful1bk fi/~'- /r."'){'-tf3sEAL) r ' z. A ICE FRU OE \-' j On the ~O~day of ;.:j~t.1L~I"''f-., 1964, ZENOR A ALICE FHUTIOER declared to us, the undersigned, thae the foregoing instrument ~Ias her will, and requested us to act as witnesses to the same, and to her signature thereon. She thereupon signed said will in our presence, we being present at the same time. We now, at her request, in her presence, and in the presence of each of us, hereby subscribe our names as witnesses. Each of us further declares that he believes this testatrix to be of Bound mind and memory. , residin(5 at \.\ (l,)u,..:..O"c5~ R,. . reSiding at ~l-(~1O 7.lcefl; ,. residing at ~:VJl-'.""'U81\ /J(.I~l!-r( ___~ c7 21 - 95 - 716 tw.4k.v-l..........t IWUlSTER OF WILLS Of' ~rh'- COUNTY OATH OF NON-SUBSCRIBING WITNESS Rj~hArn w. RtpvRnRnn (ench) 0 sU~scrJber herelu, (each) ~clng duly qnallfled according 10 low, deposc(s) and say(s) Ihal he AI".... is fllllllllnr wilh Ihe slllllnturc of Zemora~. Frutiqer , tcslal_oftGlle-{)(400. "iitluIeH- '111bsl;uIlIlI1l4l4~IC"I:&-W~ Ihc will prcsentcd herewilh 011 hal M.o. codicil Zemora Il, Fr t ger will Is III till' hundwrlllnll uf t ~ vJi Swom lu ur IImflned IIl1d snl>- R chard W, stev son (NDllle) he believes Ihe slgllalure on Ihe scribed herurc nit Ihls dllY nr knowlcdgc and bcllef. '--- S~pt~mber 1995 Cfr.uj)~n~. J.il/' c g ,fIe)' P, 0, Box 1166 , 100 Pine street Harrisburg, PA IAdd"", 1 71 08 (NIlIle) (Add",,) IWGIS'J'ER OF WILLS Of' COUNTY, OATH OF WITNESS TO WILL EXECUTED BY MARK " (ellch) codicil o su~serlblllg willless 10 Ihc will prcscnlcll hcrcwilh, (cach) ~clnll dUly lIullllrlcd lIccordlllll lu h,w, depose(s) and say(s),lhlll: leslal was ullable 10 slgll 1t_lIome-tflereto; Icsllll_'s lIamc wns -- .~ su~scrlbedlherclu lntcstni '5 prcscllcc; tcslnt llIode'lI mark Ihcreoll; Icsllll III1lI depollellt(s) was (were) preselll whclI Icslal ... 's.name was su~scrl~cd and whcn IcStlll, /~><....~ codicil made h_ mark; and Cestui was prcsellt when thc underslllllcd signed lhc will 115 wilncss(cs). /' ...~, Sworn 10 or afflrmcd 111\(1 suh- /' -.............. scrl~ed ~efore me Ihls dlly;;'f 19/ ;/ (N.",oL (Add",,) Fo)' 'lie 1l"g/slc)' (Nlme) (Add",,) \ -4,...... .'_ ....._......_~_ .--- .. ~\.,..o".,.o Register of Wills of Da~pllin County, Pennsylvania OATH OF NON-SUBSCRIBING WITNESS Eslateof ;:;(pfY\rf"1Ot. ,dI;r.~, -=f,.-u-l-tj-ifNO' 21 - 95 - 716 also known as . Deceased G Qo 17:1& tJ, G U 1)f\Jl .fI. i J r ' leachl a subscriber hereto, loa chI being duly qualified according 10 law. deposelsl and saylsllhal ~ ~ M' ~, c~ was~u." lamiliar with Iha signature m() t7A- I ce. 'r~-1' testMoflro.1 ollhe~ uch ~ubscriberlsl believes the signature on IheS in the handwrilirog of 10 Ihe est 01 s~ch subscriber's knowledge and belief. Ignalur .., G::> e 0.... q.e "". ..... N rJ e. + 1-, -:r R.... _ \ D S. M~\.:....,. ~t!""''''c:.~ L-\l\uj11"....1> pA- IAddressl (Signalurel IAddressl Sworn 10 or effirmed and subscribed bel ore me this SM day 01 ~SM, .19 q:r, Jo~ D. MC4 -;;;)/ For Ihe Regisler , If., '1 RW-12 c.u.... b1J' I cwJ Register of Wills of B-aupnin County, Pennsylvania RENUNCIA TION Estste of AI.tt.. Zemora ~, Frutiger No, 21 - 95 - 716 also known as . Deceased The unde.slgned, dauqhter IRelalionship) ICapaclty) 01 the above Decedont, horoby ,onouncols) lho right to admlnisler tho estate and rospecllully requeslls) 'hat Lettors testementarv be issued to Dona] rl lJ, Frllt i 91>r Witness my .fa , 19.95." ~v--' hand this day 01 Durborow street, Harrisburg, PA IAddressl ISignaturol IAddross) ISignaturel IAddressl Sworn to or affirmod&,d subscribed before mo this u day of September , 19...2.5..-. . /) ~" !). ~...:z/ Notary Public My Commission Explros: NOTARIAL SEAL DONNA D, SMITH, NOllfy Public Hershey, Dauphin County My Commission expires Aprll29, 1999 IttoraI_.........,.....'..........IIou.. NOTE: Ronunciations oll;Gculod aulsido tho OllieD uf Ragialor 0' Wills or., required in lIoma cOllnllos 10 bo flullllllOd. ............,.__.."_... _""...1 ......_.........,........._1 FILED SEP 111995 JANE D, MARFlZO REGISTER OF WILLS RU-l' (Rvad 9/92) ::'jt:~,i ~\, ,Y\\ 1I.tf ;~; ; t~ ~ / CERTIFICATION OF NOTICE UNDER RULE 5,6(a) Name of Decedent: Zemora A. Frutiger Date of Death: August 17, 1995 will No.: 1995-00716 Admin. No.: To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 26, 1995 ~ Address Donald U. Frutiger Jane Elizabeth Durborow 218 South 24th Camp Hill, PA 800 South 60th Harrisburg, PA Street 17011 Street Notice has now been given to all Rule 5.6(a) except N/A ~ Ii it Date 1..1>~/4.\- / thereto under R chard W. Steve son, Esquire Nees, Wallace & Nurick 100 pine Street Harrisburg, PA 17101 (717) 237-5208 Counsel for Personal Representative (') (") ;0 c: ri' lot:.; ;'? ~'~ ::: ' Vl r' "'" c.:-,j -< r-.l '..J ( ~ f.', , ~~.~ ~l - 1.":' 0:> Ii) 2. ,.", " .., .'. ..-.....- .~. ....... , r ~ ~ - ...~~----~~ ~- -----~ ---- - ~ .-- -~--------~ -.- ---~---'- ~~:~ ~:OlAt::~!=::': ~~E~~::::srATlrAX .,jIj RECEIVED FROM: I ACN ASSESSMENT r;'I CONTROL ~ NUMBER AMOUNT .' STEVENSON RICHARD W ESG 100 PINE STREET POBOX 1166 HARRISBURG, PA 17108-1166 101 *6,962,30 !' -'OIDH,., ! '010 Hr" ESTATE INFORMATION, 1:1 FilE NUMBER Y el-199~-0716 !!'I NAME OF DECEDENT (lAST) ... FRUTI GER ZEMORA II DATE OF PAYMENT II POSTMARK DATE COUNTY SSN (FIRST) ALICE 199-36-1148 (MI) CUMBERLAND DATE OF DEATH REMARKS DONALD U FRUTIGER CIO MCNEE8 WALLACE NURICK fa TOTAL AMOUNT PAID *6,962.30 PB REGISTER OF WILLS r -' RECEIVED BY" ')!IM.c (, ! n' , j / '/ IGNA UAE,; _' '_":. MARY C, LEWIS "~l;-il;' ; /f / REGISTER OF WILLS SEAL :r--'-:-".-----.--.---------.-:""""":""._::--.--'-..,--:~- _..._ _ _ _ _ _____ ___~-","":.--_--- .~ .t, , ;.' . I \' >: I, , , . " - ..-...-. ~-.,...,..... ~-~ ....... , y \ --._..--,_-.............1_. f- , ,-:; ,1-.. f '.1 '. -.'" I :;1 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND III Donald U. Frutiqer being duly sworn according to law, de pOI" ."d UY' th.t he Is Executor a' the E,t.te 01 Zemora A. Frutiger I.te a' --9aI!!P-1!.~J..1___"H_'_. , Cumborland County, P." decealed and that the within Is .n Inventory made by Donald U. Frutiaer ., the uid Executor a' the entire Iltate a' uld decedent, conllstlng a' .11 the personal prop.rty .nd real ..tat., except real ..tate au hide the Commonwealth a' Pennlylvania, and that the ligur.. oppollte each Item 0' the Inyentory repr..ent lt'l fair yalue ., of the date of decedent'l death. and ,ublcrlbed before me, ~ I.:;Y'- 0,,9-.. ''LA . ~:~~~ D ~ ewe",'., . Aclml"htr..., ..:) 19 q...s' 218 South 24th Street j Camp Hill, Pennsylvania 17011 Addr... Oat. a' Oeath 17 D.y Auqust Man.h 1995 Y.., INSTRUCTIONS I. An Inventory mUlt be flied within thr.. monthl aller .ppolntment of pellonal "pre.entatlve. 2. A .upplement Inventory mUlt b. fil.d within thirty daYI of dl.coyery of addltlona(.?f.1... .. 3, Additional .heeh may be attach.d II to personalty or realty 4. S.. Artlcl. IV, Flduclarle. Act of 1949. ....::D ',r' ; .f t_: ~ W " 'J ~ QJ ..; '" >- ..... " 0- W ~ ~ ~ "" < .j.J .. ... w :l .. 0.. ... U 0 0 ~ " 0 0 w VI ~ .... C "" W I I- :I: 0.. .... l/l Z ... ..... u. . ..... .,; 0'\ U. -' -< 0 .0: ::r: Q. 0'\ W 0 -< w ,.:. > Z "" III ~ C Z 0 c ~ e " - VI Z 0 III 0 . 0 "" -< e CJ u Z w QJ 0.. "'0 '" c - .. " 0 .. .D " E - .. " ... U l: o Ul l: IV > " IV '" .j.J'" . en ~ Q. ~ . 0 ~~ 'tJ '" III .c U .... p: ... "'0 ~ u: .... o o CD ~"tt~" ~""-_~""~~-"Ji'''_~~<''''fJ''''_''_''H''''-' . ..........., 200 shs Texas utilities Electric Co. 7.22% Cum. Pfd. 300 shs Morgan Stanley Group Inc. 7-3/8% Cum. Pfd. 4,800 00 7,387 50 138 28 Inventory 01 the real ona personal estote 01 Zcmora A. Frutiger deceased Dividend payable 8/30/951 record date 8/01/95 600 shs Penelec Cap L P 8.75% Cum Monthly Income Pfd Secs Ser A 727 shs Delaware Group Treasury Reserves Intermediate Fund A Class Mellon Bank Certificate of Deposit #0-A00112-C dtd 9/25/91 Interest accrued to date of death First Federal Savings and Loan Association Certificate of Deposit #0256149697 dtd 6/18/93 4.65% due 6/18/96 Interest accrued to date of death First Federal Savings and Loan Association Certificate of Deposit #0224149276 5.20% due 6/14/97 Interest accrued to date of death Harris Savings Association Certificate of Deposit #04-63-243273 4.65% due 8/18/96 Interest accrued to date of death Harris Savings Association Certificate of Deposit #04-66-243274 5.28% due 8/18/98 Interest accrued to date of death Leader Nursing Home -- refund Capital Blue Cross -- refund 15,450 00 6,579. 35 5,000 00 15 85 15,032 00 30 67 25,000 00 57 05 20,000 00 40 77 20,000 00 46 29 1,661 00 114 10 I ) 12135 8fi r--------------~------~-----------------------~-~-; I _ 'OlD ""' .. , -. --. ..-.....~ ... !;,~'0.\:,'.:-; .", ii'I/.".';"..'A"'A'.' ......0.82375 COMMONWEALTH OF PENNSYLVANIA ' IIJ.~...' . . DEPARTMENT OP REVENUE 1~;:~:';'1'~;'. :'; OPFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . RECEIVED FROM: i ACN ASSESSMENT r:t CONTROL ~ NUMBER AMOUNT STEVENSON RICHARD W ESQ 100 PINE STREET POBOX 1166 HARRISBURG, PA 1710S-1166 lu1 .tlo. 'Ii:! '010 Hf" ESTATE INFORMATION, 1:'1 FilE NUMBER 1QI el-1990-0716 m NAME OF DECEDENT IlAST) II VATE OF PAYMENT m POSTMAR E COUNTY SSN 199-36-114B (FIRST) IMI) CUMBERL NO DATE OF DEATH REMARKS fa TOTAL AMOUNT PAID MCNEES WALLACE NURICK .60.72 PB RECEIVED BY /) ''1",,/ r. ,~'I {,.t,il -',,~' /.1 SIGNAtuRE!., 1/,.1 )( ,rt "<" I . - "J, MARY C. LEWIS REGISTER OF WILLS SEAL CHECK" 06490 REGISTER OF WILLS ~---~------------------------------------~------~- . " ( . " r . . .' , '---- " ...t.~. ~ \ -.--.-..:-.-................U'l ~_~""'q ". ..... MUCtD.-...cM.l't' ~".BOYHTON,""'. .....~- R08tAT M. CHPl'Y ~A.CHUt<N" Do\.....O. OlNEY IottCtWLA.DOC1M:M' tuZAHT" A. DOUOHtRTY HNf\'tY rAUlXNKAO oWo4t1L.,fIlTJ "RAHCrlI. HMI.""A, W,JU'A't~NtAU Io4IC:HAtl.O.JAAtoW\I ~Y1DN,I'C&.U'r'lNOVt KANAJtDA. L.AaVaKEI,JA. DONIO M. LANTZ . McNEES, WALLACE & NURICK ATTORNEYS AT l.AW RICHARD fl. LlrtvtA D'\IlO E. WIMAN Cl'l'DCW.MclNTYftC ,AAHlWH A. MILO. JA. lItOOlRTA.""'-LII IltrHtHAMOORt HUK"''' NUAlCM .JOHN a. ont.A T!MOl"" J ,.,ISTtA GtRf'A RlfTtR [EMAADW.ROTHMAH CWoII\ ITtvtHlllCADUTO AOetA'T 0 ITt'S RICHAIIOW.ITtytHIOH OIANtM.T~V D4V1O'" WAna .I" 100 PINE STREET P. O. BOX lIee HARRISBURG. PA 17108'1188 TlLl....ONtt7171232.eooo rAX'7171237'e300 IltvtN..I. wt'HGARttN HU4.aWUT NOftIro\ANI.....Tt l.A'MttHCt N. ....CDER WILLIAM M. VOUNG.JR. '" COONKL ROKRT H. ClAISM:lLD ......unA ICHR[C~'...IR tAlC N ATHCY DAVID M. IlAMtR JONATHAN (.1Il'"'" BAt" U DAVIt .JANta ft. DtAHOCLO .JAMeS ft. DOUOHtRT't' ""THUtHA DUNaT ROIItRT oJ OODUTO December 5, 1995 Register of Wills of Cumberland County One Courthouse Square Carlisle, PA 17013 In re: Estate of Zemora A. Frutiger Your File No: 1995-00716 Our File No: 17281-0001 Dear Madam: ICon A, GOULD ROIKJlT O. 104MB IIIMH,..JACQON OOHAUJ e. M,,\U'104AH "'I(HA(.L R. MtLLtY ~'lA".utltlt JANUW .~ufl CAMILlE C. MAAION ....AItONA.PMTON CHUOHOH,~ JQHA1HAN H.RUDO BRUCC" aPlCtA CAROl. A. .. T [IHOU" CATHtRlNtt.WA&.1tA1 OI:AAlCK" Wlu,w.tlOH On or about November 17, 1995, Donald U. Frutiger, Executor of the Estate of Zemora A. Frutiger filed with your office, the Estate's Pennsylvania Inheritance Tax Return along with a tax payment of $6,962.30. It has just been discovered that one asset was reported incorrectly resulting in additional tax due of $65.72. at ,this time is that payment. Please credit the estate payment and forward your receipt to this office. Should you require any additional information, please do not hesitate to contact this office. Enclosed for this Vd l . 11:- Very truly yours, Ck-r-d-~ q. (6AJ~ cynthia J. Rule Estates and Trusts Paralegal ''.11118 '10 CJR/ ck ' Ene. cc: Donald U. !Prutlig'l!r :1,"') e' .1- .~l. " I JfJ I!', -,; Ii, I Ii ;,. J~ .~ ' [I -(; ; ~i :,l5 Ck I CUll;; .", 11\ " ,; In reI Estate of Zemora A. Frutiger File NOI 21-1995-00716 Date of Deathl August 17, 1995 Sooial Security No: 199-36-1148 Our File No: 17281-0001 Deoember 5, 1995 Pennsylvania Department of Revenue Inheritanoe Tax Division ATTNI Charlotte Lamkey Dept. 280601 Harrisburg, PA 17128~0001 Dear Ms. LamkeYI This firm as counsel to Donald U. Frutiger, Exeoutor. of the Estate of Zemora A. Frutiger, prepared the Pennsylvania Inheritance Tax Return which was filed on or about November 1995. ;'1 "J ,:;'i!, 17, Please be advised that an error has heon found in this return. On Sohedule F, Jointly Owned Property, the deoednnt's share of the Mellon Bank Chooking Acoount N132-3R2-5032 was reported as $1,095.36, but should have heen $2,190.72. Upon review of the return, please increasB the deoedent's value of this asset to $2,190.72. This change will result In additional tax of $65.72 whioh will be sent to the Register of. WUls of Cumberland County for prooessing. Should you requiro any additional i,nformation, please do not hesitate to contact this office. Very truly yours, CJR/ck 00: Donald U. FruUgor Regf.rlter of Wills of Cynthia J. Rule Estates and Trusts Cumherland County ~ Paralegal LAW 0l"I"'CI:8 McNEES, WALLACE & NURICK 100 PINE: STRE:E:T P. O. BOX lIee HANNI..UNO, PA. '7108 n~c(' F.'., . "'0, . ::: of 'Hl:1G,f'A l------~.1 \'" . ~ . ~ . --p ~.-. \U~---~4.'....., ..~.....,~:.'--.::; t'....y. ~Ou<O~..... -- '''-IJ''r~r\'I^ :.t Cl ~ I ~I ,..... J,) crC.!;.'b5 V. '? t:i ... .-- ... '0 3 :~\j..J]/c'Jl;;::' . , j 10'18911 "....oJ~,';~QL~L._._ " ,',ll,.. ,.~- hi.;) 'C:'., .. u:c "6 '; ~~; :.'~5 Cl(~",' Cw'" .' , ~.J ! REGISTER OF WILLS OF CUMBERLAND ONE COURTHOUSE SQUARE .q~~LISLE PA 17013 COUNTY 17lU3-33"l2 23 1,,,111111111,, "..II"II111IlI"II,I, III"hlll...", 1111", I II /5 - '.5 '7 - 7 R .:p 112-95* c. .!HHSVlIIAHIA lk In'Uf: BU. ,IDUAL TIllES 0[1' _...01 H~AISIUAQ, Pi 1112..0601 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 03-11-96 ~o~ ;/ ACN 101 FILE NO. DATE OF DEATH 08-17-95 COUNTY CUMBERLAND NOTE. TO INSURE PRDPER CREDIT TO VOUR ACCOUNT, SUBNIT THE UPPER PDRTION OF THIS FORN WITN YOUR TAX PAYNENT TO THE REGISTER OF WILLS. NAXE CHECK PAYABLE TD "REGISTER OF WILLS, AGENT" REMIT PAYMENT TOI CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'V':is4-j-iiC-AFP-ii'Z:9Ifi-Nci'i"icE--o';-YNHEiiifl\;icE-i:Ax-iipPRiiiiiEHENi'-;-"r.rOWANCE"jjFi----------m---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ZEMORA A FILE NO. 21 95-0716 ACN 101 DATE TAX RETURN WAS. I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED APPROVED DEDUCTIONS AND EXEMPTIONS I t 7,221.13 9. Funar.l Expan.../Ad.. COI a/Hilc. Expan... CSchedule H) (9) 10. Debt,/Hortglga L1abilitt../Lianl CSchedul. IJ (10) . DO 11. Tot.l Daductiona ell) 12. Nat Value of Tax R.turn (12) 15. Ch.rJtabl./Cov.r~.nt.l aequa.t. (Schadule J) liS) lit. Nat ~I.lu. n~ IJd.t. Subject to Tax (4) NOTEI If an ~GI.dsment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAXI 15. Anount of Lina 14 at Spou..l rat. CIS) 16. A.aunt of Lina 14 taxable at Lin.al/CI... A rat. (16) 17. AMOunt of Line 14 ta~.bl. at Coll.t.ral/Cla.. B rata (17) 18. Prinolpal Tax Due TAX CREDITS: PAYNEHT DATE 11-13-95 12-05-95 RICHARD W STEVENSON MCNEES ETAL PO BOX 1166 HBG PA 17108 ESTATE OF FRUTIGER RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Heal E.t.t. (Schedul. A) 11) 2. Stocka and Banda (Sch.dule 0) (2) 3. Cloaal~ Hald Stock/Partnarahlp Intaraat ISch.dul. C) (3) 4. Hartgaga./Not.. Racaiv.ble (Schadula D) (4) S. C..h/Bank Dapoaita/Hlac. Paraonal Propart~ (Schadula E) (5) 6. Jolntl~ Ownad Proparty (Schadula F) (6) 7. Tranafara (Schadule 0) (7) 8. Tat.l Auat. RECEIPT HUNBER AA082305 AA082375 DISCOUHT l+ I IHTEREST (-I 366.44 .00 PAYMENT MUST 8E MADE BY 05-18-96M. REGI5TER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Allount H..Bted 03-11-96 NOTICE .00 34,355 .13 .00 .00 86,997.82 9.109.22 .00 lal 130,462.17 7.:0:01 B 123.241. 04 .00 123,241.04 .00 123,241.04 .00 X .00. X .06. X .15. ClBI .00 7.394.47 .00 7.394.47 ANOUNT PAID 6,962.30 65.72 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIOH OF ADDITIOHAL IHTEREST. 7,394.46 .01 .00 .01 IF TOTAL DUE IS LESS THAN .1, NO PAYNEHT IF TOTAL DUE IS REFLECTED AS A "CREDIT" A REFUND. SEE REVERSE SIDE OF THIS FORN IS REQUIRED. ICRI. VOU NAV BE DUE FOR INSTRUCTIOHS. I \ \ ~~.r..', '.'1.U" , " ~ INHERITANCE TAX EXPLANATION OF CHANGES I Of PENNSYlVANIA ~I Of REVENUE INDIVIDUAL TAXIS JoPI.210601 CI5IURO. Polo 17121.o6Dl DECED~I'S NAME SCHEDULI fiLE NUMIER Zagar. A. Frutiger 2195~0716 101 ITEM NO, EXPLANATION Of CHANGES _,!;!Jra:'tc;!:~Ll!!;I!.ec!u.le. F..par, )'c~ur.1.e~t,er:~f .cDrr~~tionMd..t~~,_Il!':..e.~~~_~,.;5! ,_I.~~.'-~, ..... "~~_~__'_~~_n.' ~..._. ~ -""""'''.' ,*' '._. ., '.'" '.' ~.,._.. _ ~. ___. ~._ __ _ __ ,-0', ....__ _"0'-'''_''' ~_-"'____h_"'__""_''''_''_' ,-~.,.,_~. _._..._. ._'~'.~"'_._-"'''''''-_._._.''''',~" _,..__^-.____, ~.._ ~__ r'__'~'_.,'__ _ "'-0 ". "T<...._.=._. ._.....,.....~_ ..__ '_~.'..___~__~_...._..._~__.*._~.._..____.~_._,,~_~_ ..., ..__. ...~~u ....__._~~~~ _ ~___ ._._ ,'__'._"_._ ._.___.~..._ ._.. "._._.... ~.'___"..'~' '_' ...... . -_...__.._.,~~----- ---- ~-_._-----~~._--;..._~.,."'......"'._~-.. ...,. ...~~.~--.. ~', . -- -~--~--,......-'--,-..,.- -, ,-, ._'~'''-''~.--''.~' ^.. _....~.~-.<._..__..'n_.:...~.~..__------,-._'"_..._.________~__~~,.,._....,----;..---.~___..___.__.~.~-,_~....,.,_.;.;....__~....---.,"_"",_,-____u .v. ,__ TAX EXAMINER, John RlII:IP PAGE ~ '''' o'~ , ! ~ 1 , JRD/June 30, 1992/17858 ~ . t REGISTER OF WILLS Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 , \ , J , NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULFS To: Personal Representative Counsel: RICHARD W. STEVENSON, ESQ., RE: &late or ZEMORA A. FRU'l'IGER , Deceased, Late or CAMP HII,I, BORO &late No.: 2l-l995 -716 Date or Decedent's Death: 8 -17 - 9 5 Pul'lluant to Rule 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 Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative, or attorney, 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 Clerk of the Orphans' Court, as appropriate, within ten (JO) c:aJendar days after the date of this Notice that the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said' Court conduct a hearing to detennlne whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel, if any. Accordingly, If the requisite Status Report is not filed by lO- 8 , 19:!..7 you are hereby advised that a request will be submitted to the Court In accordance with Rule 6.12. Date: 9-23-97 "--tr~, Deputy egister of Will Distribution to Estate File . . ., f~/,'" i _i ,-',v. , "T ",j ,-,cr,p_,' ,~; - -~ " , ),...1". ,~ ~ "-',j'r~;.:J. '. 'tii;~' . ~ l~ ;",',,, , ; 't,IU",; ;<l,~ . STATUS REPORT UNDER RULE 6.l2 Name of Decedent I !1.~mnr~ ^ "'rn"'~'J~'" Date of Deathl August 17, 1995 Will No. Admin. No. 21-1995-716 Pursuant to Rule 6.l2 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel l. State whether administration of the estate is completel Yes X No 2. If the answer is No, state when the personal representative reasonably. believes that the administration will be complete I 3. If the answer to No. 1 is Yes, state the followingl 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: c. Did the personal representative state an account informally to the parties in interest? Yes X No Datel September 26, 1997 I~ ',',\ ., .. '-" , r J r', C. N rl_ toO (", " " I.,:> r-- t': ,~, w..: a: ;J' .t!;.;.J UU d. Copies of receipts, approvals of formal or informal acco n Cerk of the Orphans' Court and may e eleases, joinders and may be f d with the ttached t t is report. wlAl \~~~~~r~. st venson cNees, Wallace & Nurick ame (Please type or print) 100 pine Street P. O. Box 1166 Address Harrisburg, PA 17108 (717) 237-5208 Tel. No. (MAHlrmf/AH3) Capacity: Personal Representative X Counsel for personal representative IS- - ~7' 7 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOR DATES OF DEATH AFTER 1:IJ3t11l1 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED FILE NUMSER 21 1995 COUNTY CODE YEAR DECEDENrS COMPLETE ADDRESS 218 South 24th Street Canp Hill, PA 17011 95 09 24 1904 Coun CUml:erland SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) ,600Utl'-8"1 COMMONWEAL Ht OF PENNSYLVANIA DEPAnTMENTOF REVENUE OEPT.lI0eOl ItARRlDDUna, PA l,t28-0101 DECEDENT DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) Fruti er Zetrora A. SOCIAL SECURITY NUMBER 199-36-1148 II II J U VIVI FIRST AND MIDDLE INITIAl) o 40. Futuro Intorost Compromlso (lor dalo. 01 doelh ellor 12-12-02) lB O. Docodont Dlod To.toto 0 7. Docodonl Molntelnod 0 Uvln9 Tru.t (Anech copy 01 Will) (Anech copy 01 Tlu.l) AUICOAREBPClNOENCE'AND'CONFlOENTJAL TAX INFORMATION SHOULD.BE DIRECTED.TO:iiwi",'ill',II'iiii"?""I, NAME COMPLETE MAILING ADDRESS Richard W. Stevenson c/o McNees, Wallace & Nurick TELEPHONE NUMBER P.O. Box 1166 (717) 237-5208 Harris PA 17108-1166 1. Reel E.lelo (Schodulo A) ( 1 ) None 2. Stocke and Bonde (Schodulo B) ( 2) 34,355.13 3, Closoly Hald Stock/Par1norehlp Inloro.' (Sch, C) ( 3 ) None 4, Mongego. end Notoe Rocolvablo (Schodula D) ( 4 ) None e, C..h, Benk Dopo.lte & MI.cellanooue Poroonol (5) 86,997.82 Propol1y (Schodulo E) 0, JolnUy OWnod Propel1y (SChodulo F) 7. Trenolo,e (SChodulo G) (SChodulo L) O. Totel GraD. A..ot. (tolel Unos 1-7) O. Funorel Exponsos, Admlnl.t,allve Cas"'. MIDCollenooue Exponsos (SChodulo H) 10, Dobts, Mongago Uoblllllos, Uon. (SChodulo I) 11. Totel Doducllons (total Unos 9 & 10) 12, Not Veluo 01 Es,e,o (Uno 0 mlnuo Uno 11) 13, Char1leblo and Govornmontal Boquosts (Schodulo J) 1e, Spouul ',Inll,rallo, datu 01 du1h ,It,r 6,,30-04). n.. 1",lruetlon, tor Appllc&bl, Plrunt'gl on r.O' 2.{lncludl vlluulrom 8ch.dull Kat Sch.dull M.l 10, Amount 01 Uno 14 toxeblo ot 0% rata (Includo veluo.lrom Schodulo K 0' Schodulo M,) 17. Amount 01 Uno 14 toxeblo ot 15% ,alo (Includo veluo.lrom Schodulo K 0' Schodulo M,) TAX 10, Prtnclpel tox duo (Add tex Irom Uno. 15, 10 and 17,) COMPUTA" 19, Crodlts BPOUIIIPO\l.rtvCr.dil Prior Payments Dlscounl TION + + 366.44- 20. If Uno 10 I. roelor then Uno 10, onlor tho dllloronco on Uno 20, Thl.'e tho OVERPAYMENT. Ali :CI1iiClIt'ttili,."; .. .....n '.refUnd'of u~ DYe ent:::~I;i:iidliii:!, :;i::::!!i! 21. II Uno 1810 groator than Uno 19, ontor tho dlfforonco on Uno 21. ThIs Is lho TAX DUE. ^' Entor tho Intorost on tho balanco duo on Uno 21A. B, Ento, tho tOlel 01 Uno 21 end 21A on Uno 21B, Thl.I. Iho BALANCE DUE. Meke Check Pa able to: Re leter 01 Wille, A ant i!::L!':i:;::!I:!:H:;::I::HII:iln!:i!i!II~:ii:H!llli!l:r"HII!:_'BESURE,TO ANSWERA1X'QUESTlONS ON PAGE:Z ANOTO RECHEa<:MAlH ;"'!I:H.ai!:i'!h:!jlillli'! :';!iliilil!::1 :::111:,:;:; I'I":>! n or pon 1090 por ury, DC aro t at avo oxa no 1 9 roturn, nc u ng accompany ng Be 0 U os an statoments, an 10 t 0 at 0 mY no 0 go and bollol, It Is truo, corroct and comploto, I doclaro Ihala1l roal oolalo has boOn roportod al tiuo markot valuo. Ooclorallon 01 proparer other Ihan tho porsonal represontatlvo Is basod on aJllnformotlon 01 whIch proporor hus any knowlodgo. SIQNATURE OF PERSON RESPONSIOL FCfl-flll RETURN ADDRESS DATE ) ,I .', " ' L~ /, See Schedule attached / I I ' ". _ q -:;,- 51 I TURE OF P E~ARER'pTI ER TH,N REP~fSENTAiIV~ ADORESS OAT' 1- oJ J '- - k},,- j J.. P.O. Box 1166 II L I L. CLl 00 NTF"'. Harrisburg, PA 17108-1166 u 1. Orlglnel Rotum I W' I ,fOIl fil, CHECK APPRO- PRIATE BLOCKS o 4, Umllod E.talo CORRES- PONDENT RECAPIT- ULATION CoPvrlght Forma 5otlw.r. OnlV. Hli4 Nlrco, Inc. NV4PAOOl 00716 NUMBER 3. Romalndor Roturn (lor datu Df du.th prior to tZ~I:l~azl o 5, Fodo,al Eelelo Tox Roturn Roqul,od _ 0, Totel Number 01 Solo Dopooll eo,os li,!'j!!i:ii!i!i',;:!;iiinli:! , '''I !::n::ii!i'!i ( 0) ( 7) 8,013.86 None (0) 129,366.81 ( 9) 7 ,221.13 (10) None (11) (12) (13) 7,221.13 122,145.68 None 14 122 145.68 (15) K,_ . (10) 122,145.68" ,00 . 7 , 328 . 74 (17) 0.00" .15 . 0.00 (10) 7,328.74 Inlorosl (19) (20) 366.44 (21) (21A) (21B) 6,962.30 0.00 6,962.30 '1- I' t' I 1.';1' ~J,-' ~.' :Y{ ;' 1\\,,' : Estate of I Zelrora A, Fnltiger 21-1995-00716 StM>Il\R'l OF ALlDCATIOOS TO BENEFICIJ\RIE9 Class A Donald. U. . Frutiger Jane Elizabeth Durborow 65,079.77 57,065.91 122,145.68 '.-'.-'_.~J~~~~~~~I.~;;'P#~-'ai.'<:'~~"A~~~~ifi~_~~_~fl>i~~~~~~~~_.~~~,,~;;~'~M'~'r:,'?~,~t l i I , . , Estate of I Zelrora A. Frutiger 21-1995-00716 I , . ) 'l11e follCMing persons are signing the return as representatives of the estatel D:rlald U. Frutiger c/o M::Nees, Wallace & Nurick P,O. Bale 1166 Harrisburg, PA 17108-1166 "i- :_-,t . i.'",.' I"" IEV-1&oo EX (7-94) Pago 2 Jt 1/48 of 1894 provides for the reduction of the tax rates Imposed on the net value of transfera to or for the uee of ,.fte spouae. The rates as prescrIbed by the statute will be: , .. . 3% (.03) will be applicable for estates of decedents dyIng on or after 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 r')\ . 1% (.01) will be applicable for estetes of decedents dying on or after 1/1/97 and before 1/1/98 eSpousal tranafera occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING A CHECK MARK (Ii) IN THE APPROPRIATE BLOCKS. .j YES NO 1, Did decodont meko 0 tronefor ond: '~' a. relaln the UB8 or Incorno 0' tho proporty translorrod.. ..............,.............................,.................. x b. retelntherlghlto deslgnotewho ohellueethoproportytrenoforredorUolncome"......................................... x ". " , C, retain a rovorBlonllY Inlorosl; or.. ..... . . ... . .......... .. . ....... . . ..... .... . .,. .. ..... ... . ..... . .... ... .... .. .. x " i? d. rocelYe the proml.. for IIfo of eUhor povmenlo. benofllB or COlO? .... ,. , . .... ...... . . ..... .... .. . . ..... . ....... .... . . . . X 2, II deeth occurrod on or before Decomber 12, 1982, did docodont within two veem precodlng deeth trenofor proporty without recolvlng odequote conoldorotJon? II doOlh occunod onor Docomber 12, 1982, did docodont trenolor propony within one Ve.. 01 doeth without rocelvlng edoquote conoldorolton? . . . . . , . . . . . , . . . . . . . . , , , . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . , . . . . . . . . . . , , . . . . . . , . . . . . X 3. Did docodont own on 'In tru.tfor benk eccount ot hlo or hor dO'lh?.. .. , , , . .... .. .., . . . , , .. . ,.. , .. . . .., , . . .... , . . .... , . .. X ..,- IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN, .~ f .,., lYi ;;'t1 ."1 "j' J;l 't. ....... J., I,j ~ t~ ;~l .. PA16002 NTF 811I0 Copyright Foun. Soltwar. Onlv. 11114 Nllca,lnc. NUPA002 'C 1 WIIEREAS. on l.?dated Februarv was admitted to ",'" " Late of CAMP HILL BOROUGH ~UM~~Ku~NU ~uuNTr, , I ! .1 ,_ I I i i.' ,....,,",..,. ,..,....~'(;L {'f' ;~:"'i .' ( \ .' ,., II, 'f / i,." . ..... ,r ,,- , I. Lor,; .' <:..:.~ .1, 't, f,,'/, -:", : t.::.: I ~I/ . ,)' '.' .\. .:,l f, '~!I .;', ,~f;.. t'.. . ': ..' \" \' " '. ," i ". I, , " ,-~, . .. f'... ", , .' '.: (; I;. I ,f ,.,. " I ~. ~." '.' '. , .. ;) t,. ~ . Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters Testamentary No. 1995-00716 PA No. 2l95-0716 ESTATE OF FRUTIGER ZEMORA ALICE I L~::i'l', r lK::i'l', M1UUur; I '. the 27th 20th 1964 probate as the last will of FRUTIGER ZEMORA ALICE (u~::iT, rlK::iT, M1UUu~1 Deceased Social Security No. 199-36-ll48 day of September 19~ an instrument late of CAMP HILL BOROUGH i? 17th day of Auqust 1995 and, j WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for , the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify 'J that I have this day granted Letters TESTAMENTARY ,[ to DONALD U FRUTIGER I ;1 who has duly qualified as Executor( rix) V, and has agreed to administer the estate according to law, all of which fully ,"'oJ appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, of my Office the 27th day , CUMBERLAND County, who died on the I have hereunto set of September 1995. my hand and affixed the seal ~, .r....... I I , i ,/ ,', '/ ...J I f, \ 'f' ..NOTE.. ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) H ..' ,. Januory 31, 1964 !!!ll gr. ZEHORA ALICE PRUTIOER 1 '.' -.; I i ~ I, ZEHORA ALICE PRU'I'IOER, at 1l1cheplre, Dauphin County, Pennaylvanla, deolare thle to be my will end hereby revoke all prior willa and codicils made by me. 1. I bequeath, devlso, and sppolnt allot my proporty, ot whatever nature, and wherever situated, including any property over which I hold a power or appolntmont, In equal oharee to my two ohl1dron, Donald U. Prutlger and Jane Ell.abeth OUrborow. It eIther of my children should predeceaae me and leave no 1asue who survives me, then the share whlch such deoeaaod chlld would have received it liVing ehall go to mycther child, or, It euch other child doea not aurYlvo me, to the leeue at euch other child, with ths shere of any such -laBue tor whom proporty 111 than beinc held In trust here- under be1nR added to tho truat tor the beneflt of such issue, If either of my children should predeceaae me and leave iaBue who aur- YIyaa me, then the eharo which such decoasod ohl1d would have re- celyed If 11Ylng shall be dletrlbuted por etlrpes to euoh leeue, with the ahare of any of such iSBue who 1s under the age of twenty-one (21) years being distributed to my true tees herelnetter named to hold 1n trust for the benefit of such IBllue under the follow1ng terms and conditione' (s) '1'0 psy to or ror the bener1t or euch l..ue eo much at the lnoame or principal or both ee may rrom time to time be neoessary to provide for hie maintenanoe, support, and education, and to meat the coats of serious 111ness and other needD of an unusual or emergency nature, taklnR into account Duch other sources of income or support BS may be available to such laDuc. '~ .., ~ ( t~') 1..'..,...,.....:,.,.,':.:"...1 ........1,. !'C.', ;:: !.~ I,":' . - ." . . 'I; . ',' ..' " ,..._ ."1.. 'I ~ . , .. '.' . \" .-."-,, I ... ioJ . I .. I I', ,',11, . ~li ~, ..' I.':" ,..r, n .......-----;:............. '-~___..._.....-<"-,... "~-."" .".. ~." ",-_'f"" ,\",-..:;""_-_;~~<";;_,,,,~~~~,,,-_,,-,,,';j.';'.-!"t...""""''''-' ".,~,.._'k. (b) When euch lelue 11 no longer under tho ORe of twenty-one (21) yecre, the Trueteeo eholl dletrlbute the entire omount hold ln truat to euoh leaue. If euch leoue le not then 11vln~, then the entire amount then held In auoh truot eholl bo dlotrlbuted per atlrp.. to hll I..uo " or, If no auch heue are thon l1vlng, per eUrpoa to the heuo of Donald U. Frutlger or Jane Kll.abeth Durborow, or whlohever Ie the parent or ouch tnauo, or, if no auoh haue are than 11vlng, per otlrpee to my leaue. If on~ dletrlbutee under thle eub-pora~raph (b) 10 otherwloo thcn a beneflolary of a trust estnblhhed horeunder, than hla ahara ahall bo added to aBid truat. 2. If any banof1clory ahould die undor thia will, or under nny within a1xty dRYS after my death, all purposen under trust oreated hereIn, he ehall bo doemed to haVe prcdoceaaed me tor thia will Bnd under Bny trust created herein. 3. Any amounts whioh are payablo to D minor undur this wlll Dr any truut created haroin, may at the discretion of my executors or trustees, BD the CBBe may be, be paid either to a parent Dr guardian ot ouch minor Dr directly to auch minor, Dr moy be applied for the use or benefit ot such minor, ~. In tho administration at my eutate and tho trusta 0' In thle will, the f1duolerleo namod hore1n ond their euooeeeor or aucceooora ahall have the following powers, 1n addition to Duoh powers BS they may havo by lawl (a) To rotain all or ony part of the ron1 or poraonal property rooeived by my executora or trusteos 1n the torm In whloh It may be when recelYed by them, Includlng etook 1n any corporate fiduciary hereunder, a8 long 8e 1n the exercise or their diacret10n 1t may be advisablo eo to do, notwlthetandlng tnat eold property moy not be of a character nuthor1Ead by low. ~,.._- , , . :tol... _2_ ',' CI I', ,': J I,.'. J n ".- ., i~ ~ ;'j.:[ " '~, . " . . (b) To 1nyoot and relnveet eny fUndo ln my eetate or the truete created ln thle wlll ln any pro. perty, real or peroonal, lnoludlnR a oommon truet fund, eyen though ouah property would not be aonoldered eppropriate or lecel for a flduelery apart from thlo proYlelon, lt belng my intentlon to glye my fiduolorloa tho eame power of lnveotment Ind re1nveotment whloh I would pOBBoeD if present nnd Doting, (0) To aell, oonvey, eXQh8n~D. partitlon, ~lv8 ortlona upon, Dr otherwise diapole of any property, real Dr perlonal. at Bn1 time hold by them, at publio or private Bole or otherwi8e, for cash or other oonaldera- tic" or on credit, and upon such terma and for suoh priCD 88 the, may determino. (d) To borrow money for Bny purpose in Donneotlon wlth the admlnlatrltion of ~v eetate or the truete created ln th11 wlll, to execute promleoory notoo or other obll- gatlona for amount a 80 borrowed, and to secure the payments of auoh amounts b, mortgageD or pled GOD of any property whleh mey be lnoluded ln my eetlte or the trueto orolted 1n this will; Duch loana may be from any corporate fidu- ciary 8ervlnR hereunder if tho interest and other terms are no le88 ravorable thon could have baon obta1ned from eny other londlng lnotitutlon. (0) To make Duah loans. secured or unsecured. 1n ouoh Bmountu. upon suoh tarn1s. at suoh rates of interest. and to suoh persona. firms or oorporations aD they may deem advieable. (f) To renew or oxtend the tlme for payment of any obligation. secured or unsecured. payable to or by my estate or the trusts, for aD lona a period or periods of time. and on uuch terma, os thoy may detormino. and to adjust, Dottle and arbitrate olaimD or demandu in favor of or against my ostate or the trusts oreated in this w111. (6) In dlvld1ng or dletrlbutlnR Iny property, real or porDonal. inoluded horein. to divide or distribute in aosh, ln klnd, or portly ln oesh end partly ln kind no thoy may dotermlne, and to thnt end tn allot specula uDour1tlos or ~ther proporty or nn und1vided interest therein to any share or part. (h) To 81l\ploy suah brokers, banks, ouatodiann. In- vestment oounsal, attornoys.end other ar.onta, and to dole gate to them suoh duties, riehts and powers BD they ~oy dotermine, and for ~uoh periods aft thoy think tit, (1) To hold, manage. and dovelop any real estate whioh may be hold by thom at Bny time, to mDrtF.Q~O Any such property in suoh nmounts and on ouch term~ 8S the, ,~ ~ 't I- /- r." '. , , I. ' " I I -3- -. r '\: l I .. , r~ .'ll " '.",~ .' ',' ,. " :'; '. .1;" ' , .' t Mnv' doe" ndvlno.bla. to ]onac A"V such .,rorertv rnr Buoh terM or tnrmll. nnd urou such oondit'o"n nnd rflntolll Dn they mn~ deem ndVlsable trreepect.lvo ot whether t;hn term of any nuch leaI'D "hall excoed the "'11"1 ad nor- mltted ~v law cr t.ho probable ~DrlDd of "uch reten- tion under thin wl111 to Mako 1"01'''11''8, ronlftcalT'onta Dnd improvement.II, ntructurel or othorwleo, 1n connftotlnn with any "uoh ~ro"ert~t to abAndon Bn~ ~uch prnnorty 'Wlltch they mllY de on: t.o bo worthltHul or not or lIurr1alent. VAlue to ,,'''rrnnt keeplnc or nrl"ltftctlnci and to permit any such rroperty tn bo loat by tax aD 0 or otho1" rrn- oeedlnr,. (J) With 1"eonlct to nnv lIeourltlea torml", part or my elltnt.o or the truats created in thla will, to vote upon BOY rropoeitlon or election at Dn~ moeting nr the corporation InDuing "uch aocurltlen. nnd to r.rant ~roxie", dlDcretlnnbr~ or oth~rwiao, to voto at Rny ~uch "ootin~J to Join or bocome a party to "ny reorpanlzntJon. rcndJu8t- ~8nt,merfer, votlnn trust! oonsolidation or exohnnS8, and to do~osi1 any euch ~ecur tins with anv committoe, dnpoai- tory, truntee or otherw1no, and <<onorallv to take nll Rctton with rODl"lCct to nn" such Docurltlef' '111 could tlD taken b, the nbsolute owner theruot. (k) To ror.tater any nneuritic" At 4ny time in thoir own namen, In their nBmon be fiduciarios, Dr In tho namen of no~ineoa, with Dr without indicatinG tho truRt chnractor of the aocuritio15 ISO rSF;lntorecJ. (1) To determine, 8S to all aU~8 ot money nn~ other thinRD of value received by thorn whother nnd to what extent the aame sholl be deomed to bo ~rinc1pal or Inco~e, and ne to nll chnr~es nnd expensoR nnid by ther.:, whethor snd to whot extnnt tho name sholl be chorr,ob' nralnst prSnc1pnl or incomo. 5. I direct that 011 oatote, inhoritance and succussion taxes that may te ftsneased in consoquence of my death, or whntso- ever nature DncS by "'hntnver JurisdIction Imposod, shllll be paSd nut of the prinei~al of my ~enftrnl estato to the nomo effect os if aRid taxus were o~pen"ee of adm1nistrRtion. and all property Jncludiblc 1n mv tnxoblo ostate, l'1hother or not nossSnr undor thin H11l, shnll be freG and clonr theroor. All "uch tOXD" on pro"ont or tuturo ~ intereots ahl\ll he paid at nuch tll'11r. or ttn:os 00 my oxocutorn or mv truetoeo mny think "roper, ro,;nrdlnnn or I1hcthor nuch texon orA t.hon due. c , G. 1 np~olnt an oxecutcrs ond OD truotocs hereunder my Dcn, Donald U. rrutlccr, and my dnur.hter, JAne Elizabeth Ourborow. If either of my chllcJron nhould bo unablo or unWillinG to DOrye tn any CDpDCJ ty, thon The IiDrrlahurc lIutlnnal Dnnk and Trunt r.or.\nonv, i " j, , ~>~ --- \i~~.'" ,.', " " I i' t.., .o,J i 1: _11- I ~:. ,I I j '\~ J-. -ll ; , .:,'. '.f', J , .'... "..;; d., : ~,i , I':. .~;:L .; ~' or lIarr1oburll, P.nn.ylyanla, .hall .erVe ln auoh aapacity ln hle plaae. My truateea ahall alao aerya ae the guardlan. or the pro- perty or any mlnor ben.rlalarle. h.reunder, under any pollole. or lneuranoe on my 11re, end ln ev.ry other eltuatlon ln whloh the . power to m.ke euah appolntment 10 permitted under the lawe of Penn.ylvanla, /10 tlduolary n...ed h.rdn ahall ba r.qulrod to turnieh bond or other uourity ror the proper pertormana. or hie duU.. . III IoII"IIHSB W1IEIlEOP, I, the aaid ZIlMOnA ALICE PRUTIOER, h.r.wlth ..t my hand to thl. my l..t wll1, typewrltten on tlYo (5) oh.et. or paper (lnoludlns the atte.tatlon olauoe and .lgnetur.. or wltn.....) upon u.h one of whlch I have al.o wrltten my namo thl. o.c-'!h dey or .::f.'{, ,.." '~J" 1964. ,~ ~~ti(lH^ , 1 (" J. ~, (SIlAL) " .., ".. ......' ALICK PflUTIOXn J .IOI~ ,,' 1. On the ,,(. -day or .,'" ...... 1'/1l9G4, ZEHORA ALICE P/lU1'IOER declared to UB, the undersigned, thaf he rorQgoln~ instrument wae her wl11, and requIeted un to aot all witnesses to tho lame. and to her signature thereon. She thereupon signed aald w111 1n our prolence, "0 being present at the eame time. We now, at her request! 1n her prellenee, and 1n the prolence or eaah or un horeby IUbser be our namea .a wltneseea. ERoh or us further deciares that he believes thl. te.t.trlx to be or .ound mlnd and ..emory. ree1dlnr, at U. """,:.Q..~ R" g. r.nldlnB at ~l....~ :ttf(~ , \ 1 . 1 ,i roll1dlns at .,..(1.....\..... ." '.. . \ .. J' , 1J(1,"",41ITI~,-, ,/ , ., 1-".' ~i;. - " , '~I "\:~:n ' ",,;,. r-T ,I.' I.~J> ;-1 f; ~,i \:.: <~ rf' I f." ,X' i" t.,I,..). llL .;}r~l.:i; I . {Y-tIO:ll U.14-U) SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER , Zencra A. Frutiger (All pnlIl8rty 10lnUy-owned wtth Right 01 Survlvorehlp muet be d1ecloeed on Schedule F.) ITEM NO, 21-1995-00716 VALUE AT DATE OF DEATH DESCRIPTION 1 200 sha Texas Utilities Electric Cb. 7.22% CUm. Pfd. 2 300 sha Iobrgan Stanley Group Inc. 7-3/8% CUm. Pfd. Dividend payable 8/30/95; record date 8/01/95 on above item 3 600 sha Penelec Cap L P 8.75% CUm M:lnthly Incane Pfd Sees Ser A 4 727 sha Delaware Group Treasw:y Reserves Interrrediate Fund A Class 4,800.00 7,387.50 138.28 15,450.00 6,579.35 TOTAL Aleo onle' on line 2, Roc lturatlon (II moro epaco Ie noodod, Insort eddltlonelehoole oleemo oIzo,) 34 355.13 s PAl6031 NT.tItI Cop)',lghl Far",. 80It.I,.Only, 111114 N.lco, ,"C. NI4PA03t \l' -;. . ;.EV.llO. Utlz-,,) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploeso Print or T 0 FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Zelrora A. Frutiqer All oln -owned wtth the RI hI 01 Burvlvorehl ITEM NO, 21-1995-00716 muel be dlacloeed on Schedule F VALUE AT DATE OF DEATlf DESCRIPTION 1 Mellon Bank Certificate of Deposit #0-AOOl12-C dtd 9/25/91 Interest accrued to date of death on above item 5,000.00 15.85 2 First Federal Savings and Loan Association Certificate of Deposit #0256149697 dated 6/18/93 4.65% due 6/18/96 15,032.09 Interest accrued to date of death on above item 30,67 3 First Federal Savings and Loan Association Certificate of Deposit #0224149276 5.20% due 6/14/97 25,000.00 Interest accrued to date of death on above item 57.05 4 Harris Savings Association Certificate of Deposit 1104-63-243273 4.65% due 8/18/96 20,000.00 Interest accrued to date of death on above item 40.77 5 Harris Savings Association Certificate of Deposit #04-66-243274 5.28% due 8/18/98 20,000.00 Interest accrued to date of death on above item 46.29 G Leader Nursing Hare - - refund 1,661.00 114.10 7 Capital Blue Cross -- refund TOTAL Also onlor on Ilno 5, Roce IlUlellon $ (Anach eddlllonelD 1/2" M 11" ehootell maro speco Ie noodod,) 86 997.82 PA1&081 NTF ".. Copyright Form, Softwa', Only, tlll4 N.lcD, Inc. NI4PAOl1 dd!. b II!; 18-. Idii h~! tl ~~ il "a I; Z0/Z0'd ... .. ... '" ~ ... III ~ .. .. 0.. lJ\ ~41 :: :;;~~ ~ ~e .Cfe '"biN''' ... ... CDIIIltII...., .....'ilO.. JRA~~ ('I80'G ....NQON ~ ... II> ... . .. .. . v 0: 8 . o .. , ... ... . ... ... ... I a IJ. u A' .. i:.~ "u~ .......;JI; ... ~~.., t' ~-'C"'a i:~~i ":II: ... ~ii U D D DA ., -:::i!~1I i~~~ :...... ... C) D A I :i! . I I .... . . . . :cuu ..;~'ai i ~i . iil. :.:......0 . .. .. . ... II> ... . .. .. 1ft .. . 1ft ... o . 1ft t o o . o .. '" .. . '" ... o o . o o o . 1ft ... a . . ~ ... ..... .. 01..... Usa u sa ...-c....... "'>... ... ..... . .aJ(,I'J,u. .. .. .......I! uau:s :51,'1 ..uo... o..u"" ..... A UC4t-fl I I I ... . . . . u....ulC C~Ha: . V . ... - I .. a .. .. .. Ubi !l' ~~ ;.:1 .<:~ ~':l ...,.u~. ~ti-::~tl !l'il 8o.ac II .. DO. ~gQ.8:: Cot....... 6::i! . I I , I f' I I ')0.. ,/f " ; ! I I "...J <Ii . . . . ~Co!~~~ UA.COClo.ca 00t~tLt6 01 ~tLB ~SS StZ Interest Rate 4.65% Maturity Date 6/18/96 r PIRST FBOERAlI SAVINGS AND LOAN ASSOCIATION ESTATE OF Zemora A. Frutiger DATE OF DEATH. August 16, 1995 ADDRESS OF DECEDENT. 218 South 24th Street Camp Hill, PA 17011 SOCIAL SECURITY NUMBER I 199-36-1148 . . . . Account (Number and Typel . Certificate of DeDosit u~e14363? 0256149697 Name(s) on Account Individual Date Account Created 6/18/93 Securities held in account (U of shares and their individual Date of Death values) Accrued interest/dividend at Date of Death $lO ~7 Interest Accumulated Since January 1, 1995 to Date of Death $437.62 Balance Payable at Date of Death $15,062.76 . . . . . Account (Number and Type) . Certificate of Deoosit #Z414~216 0224149276 Name(s) on Account Individual Date Account Created 6/14/q4 Securities held in account (U of shares and their individual Date of Death values) Interest Rate 5.2% Maturity Date 6/14/q7 Accrued interest/dividend at Date of Death $57.05 Interest Accumulated Since January 1, 1995 to Date of Death Bslance Payable at Date of Death S25.057,05 S924.36 . . . * . - 1 - Account (Number and Type) . Name(s) on Account Date Account Created Securit1es held in account (ff of shares and their individual Date of Death values) Interest Rate Maturity Date Accrued interest/dividend at Date of Death Interest Accumulated Since January 1, 1995 to Date of Death Balance Payable at Date of Death . . . . . Account (Number and Type). Name(s) on Account Date Account Created Securities held in account (ff of shares and their individual Date of Death values) Interest Rate Maturity Date Accrued interest/dividend at Date of Death Interest Accumulated since January 1, 1995 to Date of Death Balance Payable at Date of Death First Federal Savings and Loan Association By ;i;~ f~ Sherr! Houck Assistant Manager Operations Center ~ ;'+-:--;:iO;-,T-,!:" ,,~gk:M"$':';;';'~';"";k""'_h'-' IDHARRIS~ Ii) SAVINGS BANK IIarris Sal'ings Operations Center 635 Norlh 12th Slreet Lemoyne, l'ennsl'lvnnla 17043 7171731.1440 717/731-0859 Fax ~ 27, 1995 McNees, ~ & Il1rick 100 pine street., P.O. Box 1166 Harrisb.lrq, l'A 17108-1166 The inforr.tlltion which you reqllectod on the Rccount(o) of Frutiger EState (Zodnl S~curity Humber 199-36-1148 ZEI1Dra A. ) is as follo~lII. J.ecount !lumbereR) 04-63-243273 04-66-243274 3 Yr. cert. 5 Yr. cert, 8-18-93 8-18-93 $20,000.00 $20,000.00 40.77 46.29 20,040.77 20,046.29 ClaSR of Account linte Oponoc! Principal Dalanco Accrued Intoroot Dalo.nce at Dote of Doath Account Ownorohip Individual Irdividual. st:oc!< Infomntioo Unnvailable. !lame of Joint Owner, if o.ny Year to date interest I $580.95 $659.64 Date OwnnrshiI' W"" tstnblinhod tb reoord of a safe deposit 1XIlc. 8-18-93 8-18-93 Additional Infor- mation Ileqllnatod S~Y, ~~.f~~ L. Cale Sr. Retail Mninistrat!al Services Rep. " , L" I; ~.~ :j-,,; ~ / '; ct. ~., ~~ II' ,11) ~ ~ f"r:y :'_~,:'_~-.ii~ REV-'Ul Ut(7.") SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pleaee Prlnt or Type FILl! NUMBER 21-1995-00716 , \ COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAl( RETURN RE8IDENT DECEDENT EBTATI! OF Z8lrora A. Fruti r ITEM NO, A. FunerelEllpenses: DESCRIPTION AMOUNT 1 Knight F\meral Halle 2 F\meral Luncheon 4,493.00 204.98 B. AdmlnlelreUve Coele: 1, Pel80nel RepresentellYe COmmlsslone Soclel Socur11y Number of Pereonel Repro.enteUvo: Ve.. COmmissions peld 0.00 2, AUomoy F.... Narre: McNees, Wallace & Nurick 3, Femlly Elcempllon Clelmenl AeleUon.hlp Address 01 Clelmant el decedent'e doeth Street Addre.. 2,000.00 0.00 city Slele ZIp COde 4, Probelo Fee. 293.00 C. MI..oUenooueEllpen.ee: 1 Register of wills -- short certificates 2 McNees, Wallace & Nurick - - miscellaneous eJCP8I18es 18.00 19.15 3 Division of Vital Records -- death certificates 18.00 4 Reserve for McNees, Wallace & Nurick - - miscellaneous expenses 5 Register of wills of OJmberland Cbunty -- fees to file Pennsylvania Inheritance Tax Retum and Inventory 150.00 25.00 TOTAL Also enler on Uno 0, Aoc IluleUon S (II more epece'e needed, Insert eddlUonel oheele 01 eame size,) 7 221.13 PA1Slll NTF 1211 Copyright Forml 8oltw..,. Only, 1114 N.lc;o,lnc. NII4PA, I t c ('i v ~ , ,I REV-11lO9 EX + (12-08) j j , SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Zerrora A. Fruti er FILE NUMBER 21-1995-00716 Jolnttenanlll): A Dona ADDRESS Street 17011 RELATIONSHIP TO DECEDENT Son JolnUy-owned property: LETTER DATE DOUAR VALUE OF ITEM FOR MADE DESCRIPTION OF PROPERlY TOTAL VALUE DECD'S DECEDENT'S NO. JOINT OF ASSET " INT. TENANT JOINT INTEREST 1 A Mellon Bank Personal Checking 4,381.44 50 1,095.36 Account #132-382-5032 2 A 030592 150 she Delrrarva Pc1.oIer & Light 3,112.00 50 1,556.00 O:l., C.""'"Ln' (held in Janney Montgarery Scott a/c #HB66 3474-1412) 3 A 030592 200 she Public Service 5,600.00 50 2,800.00 Enterprise Group Inc., ccmron (held in Janney Montgorery Scott a/c #HB66 3474-1412) 4 A 030592 $5,000 Tennessee Valley 5,125.00 50 2,562.50 Jluthority J?c7..Ier Bond 1991 Ser A 7.450% due 10/15/01 dtd 10/23/91 (held in Janney Montgarery Scott a/c #HB66 3474-1412) TOTAL (Also onlo, on Uno 0, RocenlluleUonl S 8 013.86 PA15011 NTF 121t1A (If mora spaco Is noodod, Insort additional shoots 01 Barno slzo.) Copyright Farm. Boflwa,. On'y. tlUl4 N.lco, Inc. NUPAOat I REV"III' EX +12".7) I I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES ,. '. I , I' j ; l ~-.j. 'j'~~ ~. FILE NUMBER \,;, Zencra ITEM NO. A. Fruti r NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 21-1995-00716 AMOUNT OR SHARE OF ESTATE A, T"".blo Sequee.e: ,; 1 Donald U. Frutiger 218 South 24th Street Canp Hill, PA 17011 2 Jane Elizabeth D..trborow 800 South 60th Street Harrisburg, PA 17111 Son 65,079.77 Daughter 57,065.91 ?J' ITEM NO. NAME AND ADDRESS OF BENEFICIARV AMOUNT OR SHARE OF ESTATE B, Cherlleble end Govornmontel SequBBte: None , PAI&131 NTF "'OA COPYt'lght Farm. 801t.......,. OnIV, Ut84 N.lco, Inc. N.4PAn, TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Aleo enter on Uno 13, Roc ItulaUon (If mar. epecele needed,lneert eddlUoneleheete olume elzel s 0.00