HomeMy WebLinkAbout95-00716
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Register of Wills of D<W~;II County, Pennsylvania
PETITION FOR GRANT OF LETTERS
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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
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ICOMPLETE "A" OR "0" BELOW:'
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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
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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
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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. ".
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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
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Oath of Personal Representative:.
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Commonwealth of Pennsylvania
County of Dauphin
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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,,, ,
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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
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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...,............,..,......, $~;;IOO,()()
Short Cortlficate(s)..I.1.~,1.
Renunciation..."",..""". .
Affidavit ( ).................
Extra Pages ( )............
3~oo
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$
$
$
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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
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21 - 95 - 716
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FILED
SEP 0 11995
JANE 0, MARFIZO
REGISTER OF WILLS
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January 31, 1964
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\'/ILL
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, 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,
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(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,
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(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
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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,
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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
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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\
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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
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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).
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Sworn 10 or afflrmcd 111\(1 suh- /' -..............
scrl~ed ~efore me Ihls dlly;;'f
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(Add",,)
Fo)' 'lie 1l"g/slc)'
(Nlme)
(Add",,)
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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
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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
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NOTE:
Ronunciations oll;Gculod aulsido tho OllieD uf Ragialor 0'
Wills or., required in lIoma cOllnllos 10 bo flullllllOd.
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FILED
SEP 111995
JANE D, MARFlZO
REGISTER OF WILLS
RU-l' (Rvad 9/92)
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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
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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
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Date
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thereto under
R chard W. Steve son, Esquire
Nees, Wallace & Nurick
100 pine Street
Harrisburg, PA 17101
(717) 237-5208
Counsel for Personal Representative
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RECEIVED FROM:
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ASSESSMENT r;'I
CONTROL ~
NUMBER
AMOUNT
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STEVENSON RICHARD W ESG
100 PINE STREET
POBOX 1166
HARRISBURG, PA 17108-1166
101
*6,962,30
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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
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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.
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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
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IIJ.~...' . . DEPARTMENT OP REVENUE
1~;:~:';'1'~;'. :'; OPFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
RECEIVED FROM:
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ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
STEVENSON RICHARD W ESQ
100 PINE STREET
POBOX 1166
HARRISBURG, PA 1710S-1166
lu1
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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
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DONIO M. LANTZ
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McNEES, WALLACE & NURICK
ATTORNEYS AT l.AW
RICHARD fl. LlrtvtA
D'\IlO E. WIMAN
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,AAHlWH A. MILO. JA.
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100 PINE STREET
P. O. BOX lIee
HARRISBURG. PA 17108'1188
TlLl....ONtt7171232.eooo
rAX'7171237'e300
IltvtN..I. wt'HGARttN
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NOftIro\ANI.....Tt
l.A'MttHCt N. ....CDER
WILLIAM M. VOUNG.JR.
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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
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cc: Donald U. !Prutlig'l!r :1,"') e'
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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.
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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('
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REGISTER OF WILLS OF CUMBERLAND
ONE COURTHOUSE SQUARE
.q~~LISLE PA 17013
COUNTY
17lU3-33"l2 23
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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~
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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
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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
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JRD/June 30, 1992/17858
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REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
,
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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
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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
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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
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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:!
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( 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
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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
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Estate of I
Zelrora A. Frutiger
21-1995-00716
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'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
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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
".
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C, retain a rovorBlonllY Inlorosl; or.. ..... . . ... . .......... .. . ....... . . ..... .... . .,. .. ..... ... . ..... . .... ... .... .. ..
x
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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,
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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
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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
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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
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..NOTE.. ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
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Januory 31, 1964
!!!ll
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ZEHORA ALICE PRUTIOER
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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.
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(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.
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(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,
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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.
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,
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,
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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.
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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"
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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
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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
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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.
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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
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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
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
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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