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Home My WebLink About96-00618 PETITION H)R PROnATE and GRANT OJ" LETn~RS No. __.2~ -::.9 to -V:.I g To: I~'tat'. of GladY_H,I.. Fre,bl!!g II!.m kllOIl'1I "" ---....-----.. -,- .__,..____..._____.___...... I{c~btcr or \Vii" ror Ibc "'_. _ . ___" /)<'n'II,,'tI. COUIll)' or ,Cumber I nnd in thc Sodal S"<'IIrity No, ,.....Q1.8-l0..:-.l!I:l.7__.. __ COllllllonwcahhor I'consylvanin Thc pctilion or Ihc ondcrsigncd rcspcctrully rcplcscnls Ihal: Your pClilioncr\s), who is/mJ:O(lH YCilrs or a~c or older an Ibc c\CcnLor inthc li"l will or Ihc ubovc dcccdcnl, dalcd _._J.!II}I!nry 9 and codiciUs) d:llcd namcd ,19JL ---------- t'lalc Il'IC\:1II1 dlf.:lIIll\lillKC\, I,.'.~. rClIulh.:iatinn. llL':uh (If l'\I,'~ulUr. cIC.) IJccendent w:" domicilcd ilt dc:llb in Cumber}-and - Counly, Pennsylvania. with her last familyorprincipalresidcnccal 4 Strawberry Drive. Carlisle, Cumberland County, PA 17013 (Ihl \11<<1, numher U1HJ I11l1lldp"lil)') lJecendenl. thcn 79 YCilrs of nge. dicd July 27. . 19 96 at Carlisle Hospital, Carlisle, PA Except as follows. decedcnt did not marry. was not divOIccd and did nol have a child born or adopted after execulion of the will orfercd ror probalc; was not the viclim of a killing and was never adjudicated incompelenl: Decendent at death owned property wilh cstimalcd values as follows: (If domiciled in Pa.) All personal property $ 27,500.00 (If not domiciled in I'a.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real eslale in Pennsylvania $ 95,000.00 siluuled as follows: 4 Strawberrv Drive. Carlisle. PA WHEREFORE. petilioncr(s) respcctfully requcsHs) Ihe probalc of the laS! will and eodicills) presemed herewith and Ihe grant of lellers testamentary (IC\IUllu:ntar)'; adl1lini\tf.nion c.I.a.; administration d.b.n.c.l.a.) theron. . L ,:}:i"---J.e.Q R. -.1~ ~i Donald R. Freberg r "0 g 30B Fern Avenue c'::: .;~ ea r lisle..-l'A-110 13 l:'~ ;;0 ;; c '" Vi OATH 01,' I)ERSONAL REPRESENTATIVE COMMONWEALTH OF I'ENNSYLV ANIA },s COUNTY 0... CUMBERLAND ~ '. Sworn 10 01 afli"ll'i'tl und subsaibcd before me this llJJ1:U fJ- da.~or ~~::.51 (1'1\1_. . . ~~'Lf-.L<..~jJJ l~(l , . MARY C. LEWIS n,'/:i.strr I C)..J VI 00' " " ~ :: ~ ~ No. 21 - 96 - 610 Estate of Gladys I.. I'rel>erg . Ueceased UECREE OJ" I)ROUATE ANU GRANT OJ" LETTERS AND NOW AUGUST 12. II}~. in consideration of the petillon on the reverse side hereof, satisfuctory proof huving been presenled before mc, IT IS IJECREED that the inslrument(s) daled January 9, 1995 described therein be admitted to probale and riled of record as the last will of Gladys L. ~'rcberg and Lellers Testamcntary arc hereby granted to Donald R. Freberg FEES I' b L E $ 235.00 ro ate. ellers, tc.......... Short Certlficates\ 5) .......... $ 15.00 ~EfJ9g~~on ................ $---1tr.t)O JCP $ S.OO TOTAL _ $ ?7l nn Filed ...... ~.U.G~?U ?,..mp.. .... .. ." og1' Christopher C. Houston, Esquire (10#36502 AlTORNEY (Sup. Ct. 1.0. No,) 4 North Hanover Street, Carlisle, PA 17013 ADDRESS 717 - 243-4574 PIIONE "" .- \'.1 .- - - -~ c-, ... rr, I Cl , " ~ll t I 'p 0.:' ~ ,\ -.) :.5 00 Called attorney on 8-12-96. I I I I ,. '.1"""""""'",d.'llllhI1l.d'!I.llh,lllhldCd\\11l1111 '",1\ Thi... i.. III HIIII)' I I,ll' 1I- III nllll.lllllll lell ,L:I\t'tl I. ,'dlt II \ "'I'll - '1'1 I III I "" \".,II("""I,IlII",I""'llIlUIHlllldllll' l.oLII Itq.;.I'olf.11 II ,"IVIIl.I 1lllllh.lIt \" II '01\'.1" '- .,,1 1> ~l_d, - WARNING: It Is IIIcgal to dupllcntu this copy by photostat or photogrAph. l'u'IUI t1l1q( lllfhlll', ~.' III I ",'f~.\liiutp~;-. . ~,-,.,\",:r .. . -'~1~~'" /~_/!lP." '\"'.~ :at, :. I!,;, 0, -. I U _ I;; .. . .; Ii. I",.,)) ~l~J.~P lJO:LNl ~. ~t.v.-~'~~ I "Ld H( 1!1-.1t.1I 31;('1:11 U Jill ~)'lI~9b 1),\1(: No "'ot11311..1'1' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL REconas CERTIFICATE OF DEATH .., 1'.........-. SoOCl.lI. Kcu..n tow"'11I ... .. .....IOIO(U".."......4"..,..., F ber VI'OOIII"tNt - "" l. 841.....-- 1oiIl1"""",A:"'_ f'UlCIO'Of"'''C~.,",_ _...............__ !IlN0I1OO..,.C""'" 1<lV'lt&l.. Pnwtuc!(ct, RI ~gJ I~(j C"l'l 01 ","H .........0.._. \,IIICIlIIll)lllt' -,- - - ,'%a"-'U 79 '.. ""''''''' em.""'" OlO. . ~I Cumberlnnd C.,r11.le Cnr 1191e lIo.pitnl White -""".. ..-.,....-- .lfoO 11.I""" oootlu,llI' ....I.I'llil1.IWU.....tr".. --~ ......-... " Widowed H'~""'__" Dt lOll"'" U. I.-HI'~ ",-=:~"'::::::l.:-: " " ~ClCitIoI' 1.......IJtQAOON"~.. C~ S&-./oc...l C:nllth "'itltll,..tnn OI((OIII'S o.c'U.~ ntSl(l(lOCr ...~ """.- P^ DO -- -... -' ".0 ::::::::-=.. ".51.. 4 Strawberry Drive .. Corli.le, P^ 17013 ''''....ltlll....,......_._ , John Anderson ""0NW0l 1.......'-"''"' nnl "IT 0" ~ .....0 C-UI -.... CumbC!rlnnd ,~, o 'V(.t OOIJ'OSl'OI._..t-.."C........, ..OI'wl'lec. Yorktowne Cns~ets Tnc-Cr~mntton Servlc .......IhO..ooPIIIOf'''''''''' H 1t_..........O I 9Qf U;.IIO!dOOVt,ta(" 012749 I, .....1c.aV...Ulll....DtoU(l>OC....l....'..I~I" "'"~ I"IOIU..'" . i4'3"" " I ".PaIl", t....__....._..._..__..._........... DIl_........_...~ _....t.._._.......... ......._,...... ~.""'_c_...""~ ..;::1 ,"'nil: o......,.,...._---..._tIwI ....-..."..-......._......""""'1 1--'-' :=.:= , i ~':.}""'''''.r.l '....tOol.('I qJ,.ll \ OVIIOIOR"'.C......~f.llJt..ct~1 Q v,1ici!..,J i'~)~1"" j I b,J I: 'lI'llOt'Ult)I'Sl',1IoOI"fQ1 --...-.11'1IOI10 COIiI"\nTOIIOIeau11 0I'0Uf"' OUIIOIOI'I....Cl1'.SlW\>tl;{." "'."""1101 Dt.'" O.I(OfllC.Nl'l' ~"'o..,".l 1,"'101"""""" ""^""IQ.....".., 1'1 o o o o o l'\~tOllOUJlI' .._...2_........_..... eo--. I'C 1'_'" '" ,_. ...- -. "" 0 ...0 '-..-.~ .. UX.'IOOII?_ (.#00,-"" ~O .0 ... 0 .7-1" ... .. ttJl1..,tll,V.'__ .(.'".,.,IIlQ""IOCIUI....,v.,..__'....d_....~.ro-......~..,.~.....'......_"...,........-J), ,...._....,.-......"'__..._"...._.1......._........ ~...M_ .... .. .'~"O"""OCll".,'IIlG...'.oCI.IO,........h....,........."'(l_..."..............,......I;....' "'..._......,.............""'.........11...._,.... ..........__......._........._"".... 'MIOIC'~ U""'I"II,..(o.-Oll'" 011_........._,,_........ 11I''''''.1_. III...'.....-..........t...... III""""'..'''.'''''''''' ......................t.I..... -..."'.... '" ~'lI.~'w....A1~t..~lI ~...\- \ .. hL~~e.xc;~ ~.ll;kLOJ \ 17013 " - .- 21 - 96 - 618 . '" ~6 !!l \'~ ,;;f M I~I "t- 0., " J a:l U I "C:) 0 " L!l 0 "" U <:; " IDa: ~ E a: 2::s UU R13111 I, GLADYS L. FREBERG, of 4 Strawberry Drive, Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM ONE: I direct that all my debts and funeral expenses, including my gravemarker shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM TWO: I give, devise and bequeath my entire estate as follows: A. I give the items son the attached list to the persons named with the designation of the gift. B. I give, devise and bequeath any automobile that I may own at the time of my death to my grandson, MATTHEW D. FREBERG. C. I give, devise and bequeath the sum of TWENTY-FIVE THOUSAND DOLLARS ($25,000.00) to my son, JOHN A. FREBERG, JR., if he survives me by 60 days. In the event that he predeceases me or is not then living on the 6lst day after my death, then I give, devise and bequeath the sum of TWENTY-FIVE THOUSAND DOLLARS ($25,000.00) to be divided equally between my grandsons, MATTHEW D. FREBERG and BRYAN W. FREBERG, per capita. D. I give, devise and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to my grandson, DONALD R. FREBERG, JR., if he survives me by 60 days. In the even that he predeceases me or is not then living on the 6lst day after my death, then I give, devise and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to be divided equally between my grandsons, MATTHEW D. FREBERG and BRYAN W. FREBERG, per capita. E. I give, devise and bequeath the sum of TEN THOUSAND DOLLARS ($10,000.00) to each of my grandsons, MATTHEW D. FREBERG and BRYAN W. FREBERG. F. I give, devise and bequeath all the rest, residue and remainder of my estate, whatever kind and nature, and wheresoever situated, to my son, DONALD R. FREBERG, if he survives me by 60 days. In the event that he predeceases me or is then not living on the 6lst day after my death, then I give, devise and bequeath the rest, residue and remainder of my estate, equally, share and share alike, to my grandsons, MATTHEW D. FREBERG, and BRYAN W. FREBERG. G. In the event that my entire estate is less than Fifty Thousand Dollars ($50,000.00) in value, then ITEM 2(C)(D)(E), and (F) shall be void and in place of the bequests, as set forth therein, I do substitute the provisions of this paragraph and do give, devise and bequeath all the rest, residue and remainder of my estate, whatever kind and nature, and wheresoever situated, to JOHN A. FREBERG, JR., DONALD R. FREBERG, DONALD R. FREBERG, JR., MATTHEW D. FREBERG, and BRYAN W. FREBERG, equally, share and share alike, per capita. ITEM THREE: I appoint my son, DONALD R. FREBERG, Executor of this my last will. Should he fail to qualify or cease to act as Executor, I appoint CCNB BANK, N.A., or its successor, of New Cumberland, Pennsylvania, to act as Executor with the same rights, powers and duties. g/~ . PAGE ONE OF SIX PAGES ITEM FOUR: The share of any grandchild received pursuant to the provisions of ITEM TWO, who has not reached the age of 18 years at the time of my death, shall be held in trust by the CCNB Bank, N.A., or its successor, of New Cumberland, Pennsylvania, to be held and administered in accordance with the following conditions: A. The income and principal of the trust estate shall be applied for the benefit of such grandchildren to the extent the Trustee, in its absolute discretion, may from time to time deem necessary or advisable for the proper care, maintenance, support and education (including college education, both graduate and undergraduate) of such minor grandchildren and make payment for these purposes, without further responsibility, to the beneficiary's parent, the beneficiary, or to any person taking care of the beneficiary. My trustee shall have the same powers that I could exercise in connection therewith if I were living, including but not limited to those set forth herein. B. When any such grandchild attains the age of 18 years, his trust shall terminate and the Trustee shall distribute the principal of said trust outright and free of the trust to such grandchild. If the grandchild dies prior to the grandchild' s reaching the age of 18 years, that grandchild's trust shall be distributed and divided equally between the then-surviving grandchildren, if over 18 years of age, or to the then-surviving grandchildren's trusts created herein to be held pursuant to the terms, powers, duties and conditions as are outlined above. ITEM FIVE: A. Notwithstanding anything herein to the contrary, the trusts under this instrument shall terminate on the date preceding the 21st anniversary of the death of the last survivor of my descendants living on the date of my death. At that time, the Trustee shall distribute each remaining portion of the trust property to the then-current beneficiary or beneficiaries of the income thereof and, if there is more than one beneficiary, in the proportions in which they are beneficiaries. B. No interest under this instrument shall be transferable or assignable by any beneficiary, or be subject during its life to the claims of his creditors. C. The Trustee either may expend directly any income or principal which it is authorized in this instrument to use for the benefit of any person, or may pay it over to him for his use to his parent or guardian, or to any person with whom he is residing. The receipt by any such person shall be a complete discharge to the Trustee who shall not be responsible for the application of such payment. D. If any income or principal becomes distributable to a minor, the Trustee may in its absolute discretion pay all such income or principal to the guardian of the property of such minor, or retain such income or principal for such minor during minority. In case of such retention, the Trustee Inay apply such income or principal to the support, comfort, and education of such minor. Any unapplied principal and income shall be paid over to such minor upon his attaining majority, or, if he shall die before attaining majority, to his estate. In holding these funds for any minor, the Trustee shall have all the powers and discretions conferred upon him under this instrument. ~;f'~ PAGE TWO OF SIX PAGES E. The Trustee shall not be required to obtnin nuthor i ty or approval of any court in the exercise of any power permitted under this instrument. The Trustee shall not be roquired to rile accountings with any court. F. No person dealing with the Trustee IIhall ho ohUgated to inquire into the Trustee's power or authority or into tho vaUdity of any act of the Trustee, or be liable for tho application of any money paid to the Trustee in the management of tho trust fundll. G. Any trust created hereunder which hall the IIIJCjro<Jnte principal value of $10,000 or less may, but need not be, terminllted in the discretion of the Trustee. In such event, tho 'I'rulltee shall distribute the assets thereof in his poollellalon to the then-current beneficiary or beneficiaries of the income nnd, H more than one beneficiary is so entitled, in the proportionn In which they are beneficiaries. ITEM SIX: In addition to any powero given by law or otherwise, and not by way of limitation of any nuch poworn, my Executor and Trustee are authorized and empowered, at IInytime IInd from time to time, in their absolute discretion I A. To hold and retain all or any property received from my estate or any other source, without regard to any lllw or rule of court concerning diversification, risk, or non-productivity. B. To invest and reinvest (or leave temporarily uninvested) any funds in any property, real or personal, of any kind or nature, including, without limitation, stocks (whether common, preferred, or otherwise), bonds (secured or unsecured), obligations, mortgages, other securities, and interests in any of the foregoing without regard to any law or rule of court prescribing or restricting investments for fiduciaries. C. To make any loans, either secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations, as deemed advisable. D. To sell, exchange, partition, or otherwise dillpose of any property, real or personal, at public or private Dale, for such purposes and upon such terms, including options and sales or credit, with or without security. E. To mortgage any real property in ouch amount and on such terms as deemed advisable1 to lease any ouch property for such term or terms, upon such conditions and rentaln, and in such manner as deemed advisable, irrespective of whether the term of any lease shall exceed the period permitted by lllw or the probable period of any trust created hereby, and to renew or modify any such lel\ses1 and to make repairs, replacemento, and improvements, structural or otherwise, of any such property, IInd to charge the expense thereof in any equitable manner to princlplIl or income, as deemed proper. F. To borrow money far tiny puqlOno In connection with the administration of my entllto or tiny Lrunt created herebY1 to execute promissory notes or other ohllCjIlLlann for nmounts so borrowed, and to secure the payment of nny IImountn 110 borrowed by mortgage or pledge of any real or perllonlll praporLy. /!} / y: 1'^G1~ 'l'IIIUm (W H I X I'AGI~S G. To renew or extend the time of payment of any obligation, secured or unsecured, payable to or by the estate of any trust created hereby for as long a period or periods of time and on such term as deemed advisable; and to adjust, settle, compromise, and arbitrate claims or demands upon such terms as deemed advisable. H. In respect of any stock or other securities forming part of my estate or any trust created hereby, to vote upon any proposition or election of any meeting and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join in or become a party to any reorganization, readjustment, merger, voting trust, consolidation, or exchange, and to deposit any such securities with any committee, depository, trustee, or otherwise, and to payout any fees, expenses, and assessments incurred in connection therewith, and to charge the same to principal or income as deemed proper; to exercise conversion, subscription, or other rights, or to sell or abandon such rights, and to receive and hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange, or exercise of conversion, subscription, or other rights; and, generally, to take all action in respect to any such securities as could be done by an absolute owner. I. Whenever required or permitted, to divide or distribute any property, and to make such division or distribution in kind or in money, or in part kind and in part money and without regard to the income tax basis of any such property. J. To apportion extraordinary stock and liquidating dividends between income and principal in such manner as shall fairly take into account the relative interests of the beneficiaries; and to determine what constitutes such dividends. ! , K. In connection with making investments, to determine whether to amortize premiums in whole or in part. ! , ~ I . L. To hold and administer the trusts created hereby in one or more consolidated funds, in whole or in part, in which the separate trusts shall have undivided interests. M. To engage attorneys, accountants, agents, custodians, clerks, investment counsel, and such other persons as deemed advisable, to make such payments therefor as deemed reasonable, and to charge the expense thereof to income or principal as equitably determined, and to delegate to such persons any discretion deemed proper. N. To exercise all power and authority, including any discretion, conferred in this instrument, with respect to all accumulations of income under this instrument and with respect to all property held under a power in trust. O. To exercise all power and authority, including any discretion, conferred in this instrument after the termination of any trust created herein and until the same is fully distributed. ITEM SEVEN: All estate, inheritance, succession and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. I , I .... . h~~ PAGE FOUR OF SIX PAGES ITEM EIGHT: I direct that my porllonnl roprononLntivo or guardian shall not be required to give bond for Lho fnlLhful porformance of their duties in any jurisdiction. ITEM NINE: In addition to thu riqhLII nlld powurP givon to the fiduciaries by law or elsewhere ill thin will, 1 give to my Executor during the full time necesnary and for I.ho administration of my estate the following rightu and poworu 1.0 bu uxurciued in his sole discretion. A. To retain any real or peruonal propurty which may at any time form a part of my estate so long au he or oho deems it advisable. B. To invest in any runl or poruonal property without restrictions to legal inventmentn. C. To repair, alter, improve or leaue for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give optionu for leases. E. To make distribution in kind. F. To compromise claims. IN WIT~ WHEREOF, () u"-"'l I have hereunto set my hand this , 1995. 9 . day of SIGNED /~~-I~ ;f? ~Ad GLADYS L FREBERG The preceding instrument, consisting of this and five other typewritten pages each identified by the signature of the Testatrix as on the day and date thereof signed, published and declared by the Testatrix therein named as and for her last will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names. /;L( (.~ U- i rL@ ~c d~J . t"V 02/ CLAA.../ . I COMMONWEALTH OF PENNSYLVANIA . . ss COUNTY OF CUMBERLAND We (\""1 Jflv. (' /L"d.:...... and t~t:..I/)~cT 1'/,-....;.0 {;:.(..(C~~ witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her last willI that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed I that each of us in the hearing and sight of the Testatrix signed the will as witnesses I and that to the best of our knowledge, the Teotatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. PAGE FIVE OF SIX PAGES PERSONAL PROPERTY A. To DONALD R. FREBERG and CAROLYN M. FREBERG, per capita: 1. My (1889) Crystal Mug 2. Spinning wheel 3. Round wood table with claw feet and accompanying cane chairs 4. Four Alexander Dolls 5. Wall Clock with open-faced pendulum 6. Dry sink 7. Jewelry 8. Lladro China Sailor Statute 9. Oak Grandfather Clock B. To JOHN A. FREBERG, JR.: 1. Wall Clock with an enclosed-face pendulum 2. Antique Buffet 3. Antique China Closet ,. /' N ~.;c c:-! :., u.: '0 if) M (I := 0.. U ~j O,t..-; .9;' 5'- CO !5-;3 t . _.e~ L. ~ h; s " l:J ,"1 -, ,. (r~ ~ =E ldc:: Ill::) c:: 00 Ii .; i '" 0 5 l- I- ~ V') '" :J ~ '" < << ~ 0 I- :z ~ ... '" ~ ) :t ~ << lQ "' ... ~ ~ ~ >- ) ~ '" >- '" ~ :z ..... . ~ :z :J: :z ~ '" ..:l 0 :J: 0. .It III ..J I- ~ ",' ~ i3 ~ ... 0 !(l ;z ... , ., ~ V') < 0 u .... :J ~ lXl . . .... ... .~ " ~ '. CMR1STOPHER c. HOUSTON Attorney at laW 52 west pomfret StreOt Carlllle, PA 17013 (D/. -:.. ! , f' , ;~ ~ ~" .I .] , . t: . ). '. ~ : " . , ,I r. . V >\ ;", . . t I . " , (."! -~ . -J J l' . I' A, ~. \ '. :< ,~ . -. ----- -..--.....Jld. ___A~'" c.- /' , ."-'; Costs of Administration St. John's Episcopal Church Blue Cross/Blue Shield Rowe's Antiques Condo Fee Robbin's Flowers PP&L Condo Fee PP&L Water Bill PP&L PP&L Condo Fee $ 175.00 103.70 85.00 80.00 40.28 28.46 80.00 31.59 99.00 31.67 23.81 80.00 Total $ 858.51 Distributions Misc. Household Furnishings to Donald R. Freberg, Sr., Carolyn M. Freberg, and John A. Freberg, Jr. John A. Freberg, Jr. Donald R. Freberg, Jr. Matthew D. Freberg Brian W. Freberg Donald R. Freberg, Sr. Broujos, Gilroy & Houston, P.C. (payment of fees) $ 4,985.00 25,000.00 5,000.00 10,000.00 10,000.00 30,000.00 1,000.00 Total $ 85,985.00 Administrative Expenses Pennsylvania Inheritance Tax $ 6,482.89 WHEREAS, there remains to be distributed the following: Total $ 9,174.09 WHEREAS, Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, and Carolyn M. Freberg desire to forego a formal accounting and scheduled distribution and desire to conclude the estate by virtue of the filing of this document. NOW, THEREFORE, the said Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, and Carolyn M. Freberg intending to be legally bound, state as follows: 1. The said Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, and Carolyn M. Freberg, as beneficiaries, state that the Executor of the Estate of Gladys L. Freberg need not file a formal accounting or scheduled distribution. 2. Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, and Carolyn M. Freberg state that the following additional costs owing by the estate should be paid: Broujos, Gilroy & Houston, P.C. Costs Advanced: The Sentinel Cumberland Law Journal Register of wills Register of Wills Attorney's Fees $ 1,359.28 $ 67.28 60.00 15.00 17.00 1,200.00 Boyer & Ritter(tax preparation fees) $ 200.00 3. The said Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, and Carolyn M. Freberg agree that the following final distribution of all estate assets remaining after payment of the above-mentioned fees, shall be made as follows: Donald R. Freberg, Sr. $ 7,614.81 4. Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, and Carolyn M. Freberg acknowledge that the distribution previously made to them and the distribution as outlined in this Agreement is an "at risk" distribution pursuant to 20 P.S. 3532. The said Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, and Carolyn M. Freberg, hereby releases the named Donald R. Freberg, Sr., Executor with respect to acts or omissions in the administration and distribution of the estate and hereby agree to return such funds as were distributed under the administration of the estate as may be required for the payment of any proper claims not discharged prior to this distribution. I , 5. The said Donald R. Freberg, Sr., John A. Freberg, Jr., Matthew D. Freberg, Donald R. Freberg, Jr., Brian W. Freberg, Matthew D. Freberg, Brian W. Freberg, and Carolyn M. Freberg designate this statement as a "satisfaction of award" and hereby authorizes and ;- "0 . ,0 r'.. '''''. <~ 0_ :~~~ . . 1..."1 U ('-I ," no (- a. t"; ".0::: t.... ~-) 0 () ~~ r-. UJU: p\ 00 0:: ,.<)'_ " i'- /2... I I .OR DATlS O' DIAlIlAnlR 11/31191 CHICK HIRI INHERITANCE TAX RETURN li~O"v::~yU~:~DITISCIAIMID II RESIDENT DECEDENT IILI HUMBIR (TO BE FILED IN DUPLICATE I WITH REGISTER OF WILLS) cou,m cooI.1..1 {!(CI[lltll ') tw,ofl-,'Tt A[J[JR'.... 11(\11:.00 fl. 17.l<l1 COMMOI~wr .loW. OF rl NU!lnVAt~IA orp.uIMlW 01 R(vINUf Of'! 1110f'lOl IlAIlIlI!l81lIlG, PA 111180601 OI((()UlI!l II""'" llA:JIIIlI!lI, ArHl ""10011 IwllALI Freberg, Gladys I~I ~ ~~A~~'~~'~;'~U;;'; . J;'/~'7";~~ . . J"X/_~';;;"7 ... ~__ ':_~~:'~"'~..".." "00'" ".., '"'' '''' u:~:~~_:_t:""U:~"~M'_" .... ~ L~ 1, Original Return L J 2 Supplornenlol Relurn lIIl::5cn frlg:~ 0 4. limited Eltate [] 4a. futuro InhllCtl' Compromiut :1:09 (lor dOlO' of death aher 12.12.821 ufm c.. []I 6. Decedent Died T .'folo r-j 7. Decodent Maintoined 0 living T rUlt c( (Alloch copy of Will) (Allach copy of Tru,') ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. 1l~:~\9l\ -...~.u.- ,),1- wffi "'0 "'z S~ NAM( Christo her C. Houston, Esquire HUPHQNf NUM8U II A" 'I (., &:1'8' L1j_L_L2.4.3-~51'L z o ;:: :s ~ l- ii: '" '-' w '" I. Reol E"ole (S,hedule Al 2. Sloch and Bonds (Schedule 81 3. Closely Held Slock/Partnership Inleuut (Schedule q .s. Mortgag"s and Noles Receivoble (Schedule 0) S. Cash, Bank Deposits & Miscellonoou$ Personal Property IS,hedule E) 6. Joinlly Owned Properly ISchedule fl 7. Tro",'... (S,hedule G)IS,hedule l) 8. Tolol Gran Anoh (Iolollin'" 1.71 9. Funeral hpenses. Administrative Cosh. Miscellaneous Expenses (Schedule HI 10. Debts. Morlgage liabilities, liens (Schedule II 11. Total Deductions (tolollines 9 & 101 12. Net Volue of Eslole (line 8 minus line III 13. Charitable and Governmental Bequests (Schedule JI 14. Net Volue Subject to Tox (line 12 minus line 13) 15. Spousal transfers (for doles of death ofter 6.30.941 See Instructions for Ar,plicoble Percentage on Reverse Side. (Include values rom Schedule Ie or Schedule M.I 16. Amount of line 14 taxable at 6% role (Include values from Schedule Ie or Schedule M.I 17. Amounl of line 14 taxable at 15% role (Include values from Schedule Ie or Schedule M.I 18. Principal lox due (Add tax from lines IS, 16 and 17.) 19. Credits Spousal Poverty Credil Prior Paymonts + 6,475.00 NUM8ER I, Strawherry Ilrlve CarllHle, I'A 17013 (,w"'r Cumhe r land AMOl}t1l 111(11..10 (~II 1t4~IIUCTIOt~\1 -- --- --- --- ---------.-- [. ] 3, Remainder Relurn lfar dales 01 death prior 1012.13.82) [] 5. federol Eltole Tax Return Required -Lo, Total Number of Safe Deposit Bo..." COMPU II MAILlt4G AOORl!.S 4 North Hanover Street Carlisle, PA 17013 11196,900.00 121 -----. I J I__________m 14 I . -- - ---------- -~.- 151 H ._5,0.50.67_________ 161_2B,09? .4()__________ ( 71______a _a_______ (9) ..._J.Q,J}.9_.jl_L_____ (10) ~IAO., 22____ I B I 130,04B.07 z o ;:: '" I- ~ 0. '" o '-' >< '" I- (111 16,320.07 (12) _.lD., 72B. 00 (1J) (141 113.72B.00 (15)__~____._____".__= (16)__!J}..2~8.0'O_________" .06 = 6,B23,6B (17) _____._______" .15 = (1 B) 6,B23.6B Diuount + 340.79 _ .----- Inlorest (191 120) 6,B15.79 20. If line 19 is grealer than Line 18, enler the difference on line 20, This is the OVERPAYMENT. DO Check here if you ora requesting a refund of your ovorpayment. 21. If line 18 is greoler thon Line 19, enler the difference on line 21. This is the TAX DUE. A. Enler the interelt on the balance due on Line 21A. e, Enler the total of line 21 and 21 A on Line 21 e. This is the BALANCE DUE. Make Check Payable to: Reglater of Will., Agent 121) ______7_.JllL.....__ 121 Al a_____________ 121BI . 7... B9 ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH <II( <II( Under penalties of perjury, I declare that I hove uomined this return, including accompanying schedules and stolements, and to the best of my ~nowledge and belief, it is true, correct and complele. I declare that 011 real estate has been reported atlrue mar~el value. Declaralion of preporer other Ihan the personal representative is based on all information of which preporer has any ~nawledge. SIGNA'UU Of PUSaN R~PON~I~~OR "liNG RETURN ADDRESS OAIf "1)....-. ~tQ, . r.-^-~1..~_ 30B Fern Ave., Carlisle, PA 17013 :p;' o;m - """m"'~ '''''''''Lf Nj-!~:~:'~ q. ._LM ~I~~~ ,];1-, fa I J_ I' 1.0 I', t 0'" / / (<., ~, ffe Act #48 of 1994 provides for the reduction of the tax ratoslmposod on tho net value of transfen to or for the use of the spouse. The rates as prescribed by the statute will bo: . 3% (,03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 . 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 · 1% (,01) will be applicable for estates of decedents dying on or after 1/1/97 and bofore 1/1/98 . Spousal transfen occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (..-) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a, retain the use or income of the property transferred, ..,....,..,....................,................,...... b. retain the right to designate who shall use the property transferred or its income, ......'........ c. retain a reversionary interest; or .........................,...........................,............................. d. receive the promise far life of either payments, benefils or care~ ..,.................,........,....,.... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideratian~ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'............ ...................,........... ,..................,......,............................. 3, Did decedent own an 'in trust for' bank account at his or her deathL..,..........,..,.............,..... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 111....1502 fh IU.1S1 , '. ~ COMMONWUUH Of rtNN$YlVANIA INHUIUNCt 'AX IlUUIlN IlUIDfN'DECEDeNT i I _1- SCHEDULE A REAL ESTATE ---.-.---..--...--....,.-.."..-..-- --- ---------- ---- --- FILE NUMBER Gladys L. Freberg 21-96-06IB --__._._......_.. ". ___.._ _..__..,._.._.. _._. "'___M_.__._ "__,_ (Property Jolntly.own.d with Right 0' Survivorship mUll b. diIClo..d on Schedul. FI All ,,01,,'0" Ihould be "ported at 'air mork.t valu. which II d.fln.d alth. price at which property would be nchong.d b.twun a willing buy.. and 0 willing ..n.., n.lth.. b.lng camp.lI.d 'a bu or ..n. both havln ..alan able knowledge 0' ,he "levan' 'acll. ESTATE OF ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH AU that real property with improvemcnts thercon situate at 4 Strawbcrry Drive. Carlisle, Cumbcrland County, PA. 96,900.00 :, :~ ; , ~ . , .... , ---_.~._.~~..._._._._--_._------ S 96 900.00 - -- ..-------------,.------ ..... II\I'-Itot... Illltl ~ COMMONWIALTH Of 'INNSYLVANIA INHUI1ANCI TA. IITUlIN .UIDIH! DICIDIH! SCHEDULE F JOINTLY.OWNED !~~PER~~J.___ I FILE NUMBER 21-96-06IB ESTATE OF Gladys I.. t'rebe rg Joint I.nonl(')' NAME ADDRESS ----.- u--.l RELATIONSHIP TO DECEDENT A. See attached B. C, Jolntly.own.d property. LmER DATE I ITEM FOR TOTAL VALUE i DECD'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET I %INT, DECEDENT'S INTEREST TENANT JOINT , I 1. See attached I I I I I I I I I ; , i , ... . , , I I I I , i I I I , I TOTAL (Also enler on line 6. Recopilulo.;onl I S (II more space is ne.ded insert additional sheets of some SIze) 2B,097.40 SCHEDULE F JOINTLY-OWNED PROPERTY Estate of Gladys L. Freberg Joint Tenantsl File No 21-96-0618 NAME ADDRESS REIATIOOSHIP A. Donald R. Freberg, Sr. 308 Fern Avenue Son Carlisle, PA 17013 B. Carolyn M. Freberg 30B Fern Avenue Daughter-in- Carlisle, PA 17013 law C. Bryan W. Freberg 30B Fern Avenue Grandson Carlisle, PA 17013 D. Matthew D. Freberg 30B Fern Avenue Grandson Carlisle, PA 17013 E. John A. Freberg, Jr. 11 East Green Street Son Shiremanstown, PA 17011 F. Donald R. Freberg, Jr. 5951 Forest Isle Drive Grandson New Orleans, LA 70130 SCHEDULE F JOINTLY-OWNED PROPERTY Estate of Gladys L. Freberg File No. 21-96-0618 Jointly-owned property I LE'l"rER DATE TOTAL DECD'S DOLLAR VALUE 01' ITEM FOR MADE DESCRIPTION VALUE , INT. DECEDENT'S INTEREST NUMBER JOINT JOINT 01' PROPERTlC 01' ASSET 1. A 8/90 $500 Series EE 356.60 50\ 178.30 u.s. savings Bond 2. F 8/90 $500 Series EE 356.60 50\ 178.30 u.s. savings Bond 3. E 8/90 $500 series EE 356.60 50\ 178.30 u.s. savings Bond 4. D 8/90 $500 series EE 356.60 50\ 178.30 u.s. savings Bond 5. C 8/90 $500 series EE 356.60 50\ 178.30 u.s. savings Bond .6. A 8/90 $1,000 series EE 713.20 50\ 356.60 U.s. savings Bond 7. F 8/90 $1,000 series EE 713.20 50\ 356.60 U.s. savings Bond 8. E 8/90 $1,000 series EE 713.20 50\ 356.60 U.s. savings Bond 9. 0 8/90 $1,000 series EE 713.20 50\ 356.60 U.s. savings Bond 10. C 8/90 $1,000 Series EE 713.20 50\ 356.60 U.s. savings Bond 11. B 11/5/90 CO #21001018043 5,013.30 50\ 2,506.65 12. A 5/17/89 co #21001021419 15,024,93 50\ 7,512.47 13. E 11/5/90 CO #21001018044 5,013.30 50\ 2,506.65 14. E 4/19/96 co #31100035392 3,003.65 100\ 3,003.65 15. 0 4/19/96 CO #31000034803 2,202.68 100\ 2,202.68 16. A 12/1/66 PNC Bank Checking 15,381.60 50\ 7,690.80 Acct. #5140184246 TOTAL $28,097.40 IIVISIIlle \,.1, . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print or TVp. .... - - r:---NUMBER ___n __. . 21-96-061B ------------- -- DESCRIPTION AMOUNT (OMMONWfAlftt Of '(NN!.IYlVANIA l~mfRlfANCf 'AI .ffUR~4 .UID(NIDfCfDHH ESTATE OF -- .. Gladys L. Freberg ITEM NUMBER A. 1. Fun.ral Exp.n.." Flowers 125.0B 1. B. Admlnl.tratlv. Co.h, 3. Family Exemplian Claimant Addre.. of Claimanl 01 decedenl" dealh Slree' Addre.. City 2, 4. C. I, 2, 3. 4. 5. 6, 7, 8, Personal Representative Commissions Social Security Number of Pellanal Represenlalive: v C .. 'd 1997 lear ommlSSlons pal 21B - 4B - 4643 5.200.00 Allarney Fees - Broujos. Gilroy & Houston. P.C. 2,500.00 Relalianship Slale Zip Code Prabale Fees - Cumberland County Register of Wills 273.00 MI.c.llaneaus Expense" Rowe's Antiques - Contents Appraisal B5.00 Legal Advertising - Cumberland Law Journal - The Sentinel Filing Inheritance Tax Return - Register of Wills 60.00 67.2B 15.00 Filing Family Settlement Statement - Register of Wills 17.00 Income Tax Preparation Fee 200.00 Costs of Sale of Real Property at 4 Strawberry Dr., Carlisle 7,196.61 Condominium Fee BO.OO PP&L See attached 2B.46 TOTAL (Also enler an line 9, Recapitulation) (II mar. .pac. Is n..ded, In..rt additional sh.ets of sam. sl...) S16,179.B5 ..;'\- SCHEDULE H FUNERAL EXPENES, ADMINISTRATIVE COSTS, AND MISCELLANEOUS EXPENSES Item Description Amount C. Miscellaneous Expenses (cont'd.) 9. Condominium Fee 80.00 10. PP&L 31. 59 11. Water and Sewer Bill 99.00 12. Condominium Fee 80.00 13. Supplies - Note cards, etc. 22.63 14. Stamps 19.20 A. H.U.D. SETTLEMENT STATEMENT - -- OUR FILE II RE96 -254 '_J ~~~~~T~:~:~_-~~]~~:;: ~~. ~:lIAI!~=:--_~~ - -~~---,-. G. PROPERTY LOCATION: 4 Strawberry Dr" Carlisle, PA 17013 (Purchase) South Middleton Twp., Cumberland Co. 6 Aza/ea Dr" Ml. Holly Springs, PA 17066 C.Thla fora 10 furniohod to qivn you" otatumnnt ot ftctue1 Doltlomont contD. Amounto paid to and by the DottlolZlont agont arn ahown. ltoma markod P.o.c. woro paid outoldo clo01n9. ~~,%:~~,O~aBrt~:ROWER m____ - -._-___- -_----_--_---I~~~~~~~O~:~~~~~_-F~ebor~.- --------- -'- Sandra J. Mortln '-----..---- "-- H. SETTLEMENT AGENT: DUNCAN & OTTO, P.C. 1 IRVINE ROW CARLISLE, PA. 17013 ------j I ! I. SETTLEMENT DA TE: Friday 15-NoY-96 2:00 p.m. J, SUMMARY OF BORROWER'S TRANSACTION 100 QRDSS AMOUNT DUI rAO" BORROWER K. SUMMARY OF SELLER'S TRANSACTION '00 CROSS AMOUNT DUE TO SELLER 101 Contraat ..1.. prlc. 102 Perlonal Property 103 Settl...nt Char9.' (11n. leOO) 10. Hort9lQ' P.yoff~Ad... Co. Hatl. Dink 105 to J1-Dlo-96 $96,900.00 .01 Contract ..1.. prica '02 Paraonal property 3446.06 .03 20959,25 .0. Adjult..nta It... pr.paid by ..ll.r. .05 Loc.l t.... to lJ-O.C-96 24.36 .0. A.......nt.. '0' School ta... to JO-Jun-n $96,900.00 : ) , , Ad'u.t..nt. It... pr.p.id by ..ll.rl 106 Local t.... 10l A.......nt. 10e School t.... 24.36 ~ t.o lO-Jun-9l 0.00 'OB 40.00 C09 Condo r..-l/2 aon.-Relab. Sell.r 121371,69 420 GROSS DUE TO SELLER 0.00 101 Condo P.. - 1/2 man. - R.lab. ..ll.r 120 GROSS DUE FROM BORROWER 40.001 96964.38 I 200 MOUNTS PAID Dr OR paR DORROWER 201 D.po.lt. or E.rn..t Honey 202 Hev Hortqaqe Aaountl Ada.. Co. Hatl 500 REDUCTIONS IN MOUNT DUE TO SELLER 2000.00 501 E.e... d.po.lt 121000.00 502 S.ttl...nt charq.. 6661.50 503 Exht1nq lo.n. t.k.n I SO, P.yoff lot Hortq.q. 1 50S Payoff 2nd aort.qaq. I SO. 1 , '0' _.J 'OB I , 0.00 Ad'u.t..nt. 10< it... unpald by S.ll.r j SlO Loe.l t.... 1!l-No\/'-96 0.00: - --I 379.49 511 A.....llIl1nt.. to , , 512 School t...e. '0 15-Nov-96 379.49' --I '13 , -- ---- '14 , -- -------- _.... I 123379.49 ~20 TOTAL REDUCTIONS SELLER 7260.99 -- - --.-----.... 20J Exl.tlnq loan. t.k.n .ub'.et to 20. 205 20. 20' Ad'u.t..nt.a for It... unp.id by ..ll.r 15-NoY-96 210 Local T.... to 211 A.......nt. to 212 School Ta.... to 215 210 217 220 TOTAL PAID Dr DORROWER 15-No\/'-96 JOO CASH 'ROHITO DORROWER 600 CASH TO/'RO" SELLER -~~I__ 121371.691601 Orc.. UIOU~t. -~-~.l_~~r . --[-~-~=969~~~~ --_____ ..-:~~(~:.~3:L;~ ;~~~~~;;I~~}~~<?~;<S~-~~_E~i~:.~-1 -$~~Wii: )01 01'0.. ..ount due froa borrow.r )02 L... ..ount.. paid by/for borrow.r 303 CASH FROM (TO) BORROWER: I havo carofully roviowod tho IIUD-l Sottlomont Statomont And to tho boot ot my knowlodqo and bollot, it io a truo and accurato otatomont ot all rocolpto and dioburoomonto mndo on my acc:ount or on m bOhal:JLa /d I havo rocoivod 4 copy ot thio flUO-l tor my rocordo. . , --- ,?~/"- , ...... n" I) .f~., l' ..--. f " {, ':;.,. ,., ... __ --E-'-~J':..-_-L~.:-'St:::._ / ~ _!~~.!:=::~ Je }eV~," Estate of Gladys L. Freber l' , ----------- o ,--~._..._---,,_.~.__.- --.--..- u.__u_ -----. .-.. --- ~---- ----, 700 TOTAL REALTOR'S COMMISSION .--.. ~_._.--~--- .-..-.-- ________ 5614001 ------_.---~_._----- - 701 Ustlng Agoncy: ___~~ A!!."nc.,._::_!~9_3~___n_ _ - --- _._- -_.- .....-----.. -- - --- u _ I ------, 702 Selling Agoncy: Ebonor & Assoc. - $2662 -------1 - .--.--.-----------.--- .--...- .-...----...----.--- 703 Commission pold at sottlomont to -- -". - - I ------.------ ..-.--"- -.--. --.-- . _.------- ~ -'--'-'..- , 800 ITEMS PAYABLE IN CONNECTION WlTIl LOAN - .- i ---- ~.__.~_. .- ----- ----- . -..---.....-..-- ----.-- 801 Loan Origination 100 - --.-..- - ..-..- ----- ..-.--- ----~- --.- .._- -- I 802 Loan Discount ; -_.----- -------+- .--.--.-..-.- -.-.------ 803 Appraisal Fee Adams Co. Noll 365.00 ---_..._---~.._-- - 604 Credll Report Adams Co. Natl 57.00 - 805 Application Fee ($415 POC) Adams Co. Nail P.O.C, 806 Flood Certillcatlon Fee Adams Co. Noll 37,50 807 Underwriting Fee Adams Co, Noll 150,00 806 Tax Service Fee 809 Lender Administration lee: 810 Ovemlghl Mall Charges: ACNB-S8.50 Duncan & Otto, P .C. - S' 5 23.50 900 ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE I 901 Inleresllrom 15-Nov-96 30-Nov-96 I 902 Mortoage Insurance 1 903 Hazard Insurance 9041996-97 School Real Estate Tax Robert C. Calms, Tax Colloctor 1011.06 1000 RESERVES DEPOSITED WITH LENDER I Escrows collected: # mos. due: X S per mo.: ! 1001 Hazard Insurance 0 0.00 0.00 1002 Mortgage Insurance 0,00 1003 County/Local taxes 0 0,00 0.00 1004 Annual Assessments I 1005 School taxes 0 0,00 0,00 I 1100 TITLE CHARGES 1101 Selllemenl or closing lee: 1102 Abslract or title search: 1103 Title examination: 1104 Title Insurance binder. 1105 Document preparation: I 1106 Notary lees: 4.00 2.501 1107 Allomev's lees: Duncan & 0110 P .C. Broulos Gilrov & Houston P.C. 750.00 P.O.C. I llncludos abovo Itom numbers): ! 1108 Title Insurance: FIDELITY NATIONAL TITLE , llncludes above Item numbers):1101-1104 -- \ 1109 Owner's coverage SO.OO --- 1110 Lender's coverage ---- - I 1111 Disbursement lee _n_ 1 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES --------- 1201 Deed 23,50 Mortgage 37.50 61.00 .-----....----- ..--. ..--------.. --~_.~_. . --. 1202 Reloase SatISfaction I _______._n____u.___..__.__.__.___. -.--- - .- --- --_..-+-- -- - _______._._.__n_ ..-- 1202 County/Local transfer tax (1 %) 969.00 I --.-------..---.--.-.------ .--' -. --- ~ -+..--- - --..-..----- _.---- ~ 1203 Stata transfer lax (1 %) 969.001 ---------- - -.. ----. -" - - -.---.--- -. ----.--..- 3 1300 ADDITIONAL SETTLEMENT CHARGES ---. - - ..--- .. ~ _..- - - - + -_.--~ --- '301 Radon lostlng: -- -- -- - -- ,-----_. - . ..-.-.--. .--' 1302 Pest inspection: Penn Pest at Carlisle Inc. 30.00 ---- .....--' - .. ~--_.- .----------- - 1303 - - -~_.. .--- ---'~--- ---- 1304 Water and sower 1011/15/96 Acc!. #G-l0-170-56 SMTMA 66.00 1400 TOTAL SETTLEMENT CHARGES: - 3448,06 6801,50 IlUD DISCLOSURE/SETTLEMENT STATEMENT PAID IlY DOnROWER PAID DY SELLER lalso entered on line 10310r Borrower; line 502 lor Selior) B~~. ROWE:~~:~~t 08 . AU 22761. R. D. 4. Box 353 · Carlisle, PA 249.2677 249.1978 Auction Is Action Call "ROWE" For Satisfaction August 13, 1996 TO: Christopher Hou~ton Attorney 4 North Hanover street Carlisle, Pa. 17013 FOR: Donald R. Freberg Executor 306 Fern Ave. Carlisle, Pa. 17013 REF: Gladys L. Freberg Estate Appraisal, 4 strawberry Court, Carlisle, Pa.. Current Market Value. FROM: Benny E. Rowe Auctioneer/Appraiser 2505 Ritner Highway Carlisle, Pa. 17013 Sideboard, Mirrored Back, Claw Feet Serpentine Front, Oak Cabinet, Curio/China, one door, glass sides, Oak Table, Claw Foot, Pedestal, Extension, Oak- W/ 4 Oak EastLake Chairs Pitcher, blown, Etched glass, Presentation (4) Dolls, World, Madame Alexander-$45.00 Ea Clock, Wall, Walnut, Germany Spinning Wheel, Hand Crafted Dry Sink, 2 Drawer, 2 Drw top, poplar, Ref. Clock, Tall Case, Brass Works, Germany Figurine, Llardo, 12", Sailor rJ cL J.-.. ~L~. $ 650.00 335.00 325.00 65.00 160.00 235.00 120.00 375.00 360.00 135.00 .,. c._",-;;..." J, " if )!)t.~ I. if '. 't '1 II 'I II It " If " SUB TOTAL $2780.00 PAGE 2 PATIO 10 Pcs Wicker Furniture (2) Milk Cans Accessories & Decorators $ 225.00 30.00 25.00 LIVING ROOM 3 pc. Coffee & End Stands, Pedestal, Oak Settee, Rocking, Childs, oak Chair, Reclining, Leather (2) Lights, Table Chair, Electric Lift TV, Color, Console, RCA Color Trac Sofa, Wood Frame, Tan w/Floral Print Mirrors & Prints Accessories & Decorators Glass & China 75.00 20.00 30.00 20.00 135.00 50.00 140.00 30.00 65.00 135.00 SITTING ROOM Chair, Office, Arm, Oak (2) Chairs, Spindle Back, Cane Seat, Oak Chest, 4 Drw, Pine grain .Finish Stand, Lamp, Barrel Churn Shelf, Wicker, White Sofa, 2 Cushion Stand, Candle, Tripod Base Light, GWW Style, Umbrella Shape Pictures & Prints Accessories & Decorators 20.00 40.00 45.00 20.00 15.00 50.00 5.00 40.00 25.00 50.00 BEDROOM 3 Pcs Bedroom Suite, Pine w/Decoration Pro Beds, Twin, Brass Headboards, Bedding Wardrobe, 2 Door, Cedar Rocker, Arm, Oak Chest, Lingerie, 5 Drw, Pine Chest, Cedar, Painted Rocker, Cane Seat, Oak Pictures & Prints (4) Lights - Table Jewlery, Costume Accessories & Decorators 110.00 130.00 55.00 60.00 50.00 15.00 20.00 20.00 15.00 45.00 40.00 PAGE 3 KITCHEN/DINING TOTAL $ 15.00 20.00 15.00 15.00 130.00 65.00 40.00 30.00 25.00 $ 49B5. 00' i' i , TV, portable, B/W Pots/ Pans Small Electrical Appliances Small Kitchen Accessories Glass/China Accessories & Decorators Dry Sink, Minature, Pine Stack Entertainment Center Table, Pine, 3 drawer (~- Benny \) c'L. ,*c.~""-~ ...... 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",' . . .' ,- ... ~;.'~: ..",': i ''',,' ,j.(;....t...~ . .J y,lir!; I .~tA'--:~ , ;:1:"\ , . 'b"t' ". 'J.':' . .',.;J. .".. ,; , '/.oO' . " Ml3l1l. 11. I, GLADYS L. FREBERG, of 4 Strawberry Drive, Carliele, Cumberland County, penneylvania, declare thie to be my laet will and revoke any will previouely made by me. ITEM ONE: I direct that all my debte and funeral expeneee, including my gravemarker ehall be paid from my reeiduary estate as eoon as practicable after my deceaee ae a part of the expense cf tho adminietration of my estate, ITEM TWO: I give, deviee and bequeath my entire eetate ae followe: A. I give the items son the attached liet to the pereone named with the designation of the gift. B. I give, devise and bequeath any automobile that I may own at the time of my death to my grandson, MATTHEW D. FREBERG. C. I give, devise and bequeath the sum of TWENTY-FIVE THOUSAND DOLLARS ($25,000.00) to my son, JOHN A. FREBERG, JR., if he survives me by GO days. In the event that he predeceases me or is not then living on the Glst day after my death, then I give, devise and bequeath the sum of TWENTY-FIVE THOUSAND DOLLARS ($25,000.00) to be divided equally between my grandsons, MATTHEW D. FREBERG and BRYAN W. FREBERG, per capita. D. I give, devise and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to my grandson, DONALD R. FREBERG, JR., if he survives me by GO days. In the even that he predeceases me or is not then living on the GIst day after my death, then I give, devise and bequeath the sum of FIVE THOUSAND DOLLARS ($5,000.00) to be divided equally between my grandsons, MATTHEW D. FREBERG and BRYAN W. FREBERG, per capita. E. I give, devise and bequeath the sum of TEN THOUSAND DOLLARS ($10,000.00) to each of my grandsons, MATTHEW D. FREBERG and BRYAN W. FREBERG. F. I give, devise and bequeath all the rest, residue and remainder of my estate, whatever kind and nature, and wheresoever situated, to my son, DONALD R. FREBERG, if he survives me by GO days. In the event that he predeceases me or is then not living on the Glst day after my death, then I give, devise and bequeath the rest, residue and remainder of my estate, equally, share and share alike, to my grandsons, MATTHEW D. FREBERG, and BRYAN W. FREBERG. G. In the event that my entire estate is less than Fifty Thousand Dollars ($50,000.00) in value, then ITEM 2(C)(D)(E), and (F) shall be void and in place of the bequests, as set forth therein, I do substitute the provisions of this paragraph and do give, devise and bequeath all the rest, residue and remainder of my estate, whatever kind and nature, and wheresoever situated, to JOHN A. FREBERG, JR., DONALD R. FREBERG, DONALD R. FREBERG, JR., MATTHEW D. FREBERG, and BRYAN W. FREBERG, equally, share and share alike, per capita. ITEM THREE: I appoint my son, DONALD R. FREBERG, Executor of this my last will. Should he fail to qualify or cease to act as Executor, I appoint CCNB BANK, N.A., or its successor, of New Cumberland, pennsylvania, to act as Executor with the same rights, powers and duties. .,g /' :/ PAGE ONE OF SIX PAGES . " ITEM FOUR: The share of any grandchild received pursuant to the provisions of ITEM TWO, who has not reached the age of 18 years at the time of my death, shall be held in trust by tho CCNB Bank, N.A., or its succosaor, of New Cumberland, pennaylvania, to be held and administered in accordance with the following conditions: A. The income and principal of the trust estate shall be applied for the benefit of such grandchildren to the extent the Trustee, in ita abaolute discretion, may from time to time deem necessary or advisable for the proper care, maintenance, support and education (including college education, both graduate and undergraduate) of such minor grandchildren and make payment for these purposes, without further responsibility, to the beneficiary's parent, the beneficiary, or to any person taking care of the beneficiary. My truatee shall have the same powers that I could exercise in connection therewith if I were living, including but not limited to those set forth herein. B. When any ouch grandchild attains the age of 18 years, his trust shall terminate and the Trustee shall distribute the principal of said truat outright and free of the trust to such grandchild. If the grandchild dies prior to the grandchild's reaching the age of 18 years, that grandchild's trust shall be distributed and divided equally between the then-surviving grandchildren, if over 18 years of age, or to the then-surviving grandchildren's trusts created herein to be held pursuant to the terms, powers, duties and conditions as are outlined above. ITEM FIVE: A. Notwithstanding anything herein to the contrary, the trusts under this instrument shall terminate on the date preceding the 21st anniversary of the death of the last survivor of my descendants living on the date of my death. At that time, the Trustee shall distribute each remaining portion of the trust property to the then-current beneficiary or beneficiaries of the income thereof and, if there is more than one beneficiary, in the proportions in which they are beneficiaries. B. No interest under this instrument shall be transferable or assignable by any beneficiary, or be subject during its life to the claims of his creditors. C. The Trustee either may expend directly any income or principal which it is authorized in this instrument to use for the benefit of any person, or may pay it over to him for his use to his parent or guardian, or to any person with whom he is residing. The receipt by any such person shall be a complete discharge to the Trustee who shall not be responsible for the application of such payment. D. If any income or principal becomes distributable to a minor, the Trustee may in its absolute discretion pay all such income or principal to the guardian of the property of such minor, or retain such income or principal for such minor during minority. In case of such retention, the Trustee may apply such income or principal to the support, comfort, and education of such minor. Any unapplied principal and income shall be paid over to such minor upon his attaining majority, or, if he shall die before attaining majority, to his estate. In holding these funds for any minor, the Trustee shall have all the powers and discretions conferred upon him under this instrument. ~;f~ PAGE THO OF SIX PAGES . .. E. The Truotee ohall not bo required to obtain authority or approval of any court in the exorcioe of any power permitted under this inotrument. The Truotee shall not be required to file accountings with any court. F. No person dealing with the Trustee shall be obligated to inquire into the Trustee's power or authority or into the validity of any act of the Trustee, or be liable for the application of any money paid to the Trustee in the management of the trust funds. G. Any trust created hereunder which has the aggregate principal value of $10,000 or less may, but need not be, terminated in the discretion of the Trustee. In such event, the Trustee shall distribute the assets thereof in his possession to the then-current beneficiary or beneficiaries of the income and, if more than one beneficiary is so entitled, in the proportions in which they are beneficiaries. ITEM SIX: In addition to any powers given by law or otherwise, and not by way of limitation of any such powers, my Executor and Trustee are authorized and empowered, at anytime and from time to time, in their absolute discretion: A. To hold and retain all or any property received from my estate or any other source, without regard to any law or rule of court concerning diversification, risk, or non-productivity. B. To invest and reinvest lor leave temporarily uninvested) any funds in any property, real or personal, of any kind or nature, including, without limitation, stocks (whether common, preferred, or otherwise), bonds (secured or unsecured), obligations, mortgages, other securities, and interests in any of the foregoing without regard to any law or rule of court prescribing or restricting investments for fiduciaries. C. To make any loans, either secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations, as deemed advisable. D. To sell, exchange, partition, or otherwise dispose of any property, real or personal, at public or private sale, for such purposes and upon such terms, including options and sales or credit, with or without security. E. To mortgage any real property in such amount and on such terms as deemed advisablel to lease any such property for such term or terms, upon such conditions and rentals, and in such manner as deemed advisable, irrespective of whether the term of any lease shall exceed the period permitted by law or the probable period of any trust created hereby, and to renew or modify any such leasesl and to make repairs, replacements, and improvements, structural or otherwise, of any such property, and to charge the expense thereof in any equitable manner to principal or income, as deemed proper. F. To borrow money for any purpose in connection with the administration of my estate or any trust created herebYl to execute promissory notes or other obligations for amounts so borrowed, and to secure the payment of any amounts so borrowed by mortgage or pledge of any real or personal property. ~ /.;:e PAGE THREE OF SIX PAGES . .. G. To renew or extend the time of payment of any obligation, secured or unsecured, payable to or by the eotate of any truot created hereby for aD long a period or periodo of time and on ouch term as deemed advisable; and to adjuot, oettle, compromise, and arbitrate claims or demands upon ouch termo aD deemed advioable. H. In respect of any stock or other securities forming part of my estate or any trust created hereby, to vote upon any proposition or election of any meeting and to grant proxies, discretionary or otherwise, to vote at any such meeting; to join in or become a party to any reorganization, readjuotment, merger, voting truot, consolidation, or exchange, and to deposit any such securities with any committee, depository, trustee, or otherwise, and to payout any fees, expenses, and assessments incurred in connection therewith, and to charge the same to principal or income as deemed proper; to exercise conversion, subscription, or other rights, or to sell or abandon such rights, and to receive and hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange, or exercise of conversion, subscription, or other rights; and, generally, to take all action in respect to any such securities as could be done by an absolute owner. I. Whenever required or permitted, to divide or distribute any property, and to make such division or distribution in kind or in money, or in part kind and in part money and without regard to the income tax basis of any such property. J. To apportion extraordinary stock and liquidating dividends between income and principal in such manner as shall fairly take into account the relative interests of the beneficiaries; and to determine what constitutes such dividends. K. In connection with making investments, to determine whether to amortize premiums in whole or in part. L. To hold and administer the trusts created hereby in one or more consolidated funds, in whole or in part, in which the separate trusts shall have undivided interests. M. To engage attorneys, accountants, agents, custodians, clerks, investment counsel, and such other persons as deemed advisable, to make such payments therefor as deemed reasonable, and to charge the expense thereof to income or principal as equitably determined, and to delegate to such persons any discretion deemed proper. N. To exercise all power and authority, including any discretion, conferred in this instrument, with respect to all accumulations of income under this instrument and with respect to all property held under a power in trust. O. To exercise all power and authority, including any discretion, conferred in this instrument after the termination of any trust created herein and until the same is fully distributed. ITEM SEVEN: All estate, inheritance, succession and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. ~ ;f'~ PAGE FOUR OF SIX PAGES . ., ITEM EIGHT: shall not be their duties I direct that my personal representative or guardian required to give bond for the faithful performance of in any jurisdiction. ITEM NINE: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this will, I give to my Executor during the full time necessary and for the administration of my estate the following rights and powers to be exercised in his sole discretion. A. To retain any real or personal property which may at any time form a part of my estate so long as he or she deems it advisable. B. To invest in any real or personal property without restrictions to legal investments. C. To repair, alter, improve or lease for any period of time any real or personal property and to give options for leases. D. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal property, and to give options for leases. E. To make distribution in kind. F. To compromise claims. IN WIT~ WHEREOF, (J "AGJl I have hereunto set my hand this , 1995. fj day of SIGNED ~~ /! ~ GLADYS L FREBERG The preceding instrument, consisting of this and five other typewritten pages each identified by the signature of the Testatrix as on the day and date thereof signed, published and declared by the Testatrix therein named as and for her last will, in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names. ~V (~!L+ ~~J;~~@62/C~ / COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We (\ V\ I J'f Iv ~ (. f~l.I j tJ..... and tSe../i) ~ c T ft,...;.oJ (;:.1:...<'< L ~ witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say ~hat we were present and saw the Testatrix sign and execute the 7nstrument as her last will; that she signed willingly and executed ~t as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. PAGE FIVE OF SIX PAGES fI .. . Sworn and subscribed to before me this 9rJ1 day --- of Janv.,ar'l ' 1995. ~at. P~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND i".<~t:(e#A ~/ ~ ~ ~l~~ I r.,"~~:i:- 11': 'j'. H '.~. I P.ORO OF CAlli.ISlr. CUI:."'t^lI~:I" ~~~.'r.~ION O:PiRFS ~":r~:" ss ~( t7.J (;t.A..A..-/ I, GLADYS L. FREBERG, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last willi that I signed it as my free and voluntary act for the purposes therein expressed. &i* FR~G ~~ yr/J s~rn and affirmed to and acknowledged before 'Janll..Art ' 1995. ~;~b~ -...--- I Illi:tJi,Al. :,~I, . KlllElI F. AYERS. NorAH'/ F':"': l aORO OF C/J\L1SlE. CUMBERlNW : " ~~'~~.::~!ON EXPIRr:S J.'.~~:~~ ." PAGE SIX OF SIX PAGES me this day of 1~IWIJlI'""1 146868 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT O' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . D NO. AA RECEIVED FROM: fJ ACN ASSESSMENT I'l' CONTROL ... NUMBER AMOUNT DONALD R FREBERG 101 $6.475.00 308 FERN AVENUE CARLISLE. PA 17013 'OtDHftf ESTATE INFORMATION: f:'I FILE NUMBER ~ 21-1996-0618 f:'I NAME OF DECEDENT (lASTI ~ FR ERG GL II DATE OF PAYMENT m POSTMARK COUNTY !3SN 030-10-8737 (FIRSTI (Mil DATE OF DEATH REMARKS m TOTAL AMOUNT PAID SEAL CHECK~ NO NUMBER ('" '), " RECEIVED BY ;', Ii I , $6.475.00 SK DONALD R FREBERG REGISTER OF WILLS / ;/ ,,( ,)(//-: ;.' ,)/ ~ . JIGNATUR.I;' " ' l /,. ,'~' MARV C. LEW I S /! ,oJ ! r REGISTER OF WILLS ' r .-- t -r..............- -". _ ...................JlcI..~. 4--tn,. ..,.... COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE /5-//S -/:{ BUREAU OF INDIVIDUAL TAXES INIIERllANC[ lU DIVlSIOH DrPT. zaOf)ot tlARRtsluRC, PA l1lZ8.0,aa c..... NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBI!R COUNTY ACN CHRISTOPHER 4 N HANOVER CARLISLE C HOUSTON ESQ ST PA 17013 03-10-97 FREBERG 07-27-96 21 96-0618 CUMBERLAND 101 AJlount R...I Hed ,*' lit. I,"' III" 11"'" GLADVS L MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:isW-EiCAFi.--n'F96Y-NiiYicEnoF-YNHEifii'ANcE-YAx-jippRjiisEHENT-.--ALLOWANcE-oli-mm---mnn DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FREBERG GLADVS L FILE NO. 21 96-0618 ACN 101 DATE 03-10-97 If an assessment was issued previously, lines 14. 15 and/or 16, 17 and IB will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal ~.t. (15) 16. Aaount of lIne 14 taxable .t Line.l/Clasl A rat. (16) 17. Anount of Line 14 taxable at Collateral/Class 8 rat. (17) 18. PrIncipal Tax Due TAX CREDITS: PAYNENT DATE 10-24-96 12-03-96 TAX RETURN WAS. (XI ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Ro.l Eltot. tSchodulo AI 2. Stocks and Bonds (Schedule B) 3. Closely Hald stock/Partnership Interast (Schedule C) 4. Hortg.ga./Not.. Raceivable (Schedule DJ S. Cash/Bank Deposits/Hisc. Parsonal Property (Schedula E) 6. Jointly Ownad Proparty (Schadula f) 7. Transfars (Schadul. G) 8. Total Ass.ts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral Expanses/Adn. Costs/Hisc. E~pens.s (Schedula H) 10. Debts/Hortgage Liabilities/llens (Schedule I) 11. Total Deductions 12. Net Valua of Ta~ Return 13. Charit.ble/Govern~ent.l Bequests (Schedule J) 14, N.t V.lu. of Elt.t. Subjoct to T.. NOTE: RECEIPT NUNBER AA146868 AA146999 DISCOUNT 1+1 INTEREST (-I 340.79 ,00 III (21_ 131 (4) tSI 161 171 (91 1101 t I CHANGED 96.900,00 ,00 .00 .00 5.050.67 28,097.40 .00 ta) 16.179,85 140,22 tlll 1121 1131 1141 .00 113.72B.00 .00 ANDUNT PAID 6,475.00 7,89 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE X . DO. x.06.- X .15. l1al HOTE~ To insure proper credit to your account, sub~it the upper portion of this for~ with your tax p.y~ent. 130,04B.07 16.3'0 07 113. 72B, 00 ,00 113.728,00 ,00 6,B23,68 .00 6,B23.68 6,823,68 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS TNAN $1. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS.) '0 I~ .j ',~.:. ~ "l o ~ cr; 11' ~.' a:lo.O- ,- f" ,- L - ::> Gu RESERYAT10NI E,tat.. of dacadlnt. dying on or before Olc..b., 12, 1'12 ~~ If any future Intar..t In th_ I,'at. II tran,farrad In pall..llon Dr .nJoy..nt to el... a (co1ll'araIJ blneflclarl.. a. th_ dlCldant .fta, the ..plrallon of any I.tata fer 11'. or for y.ar., the Co..onwaalth har.by ..pr..,ly r...rv.. the right to appr.I.. and ...... tran,f.r Inherltanca T.... at the 'awful Cl... . (collatara1) rata on any .ueh future l"ta,..t. PURPOSE OF NOTlCEI To fulfill the requlra..ntl of Sactlon Zl~O of the Inharltancl and E,tat. ,.. Act, Act ZZ of 1'91. 12 P.$. Section 211tD. PAytU;HTI Oatach the top portion of thl, Hotlel and lubalt with your Ply..nt to the Algl,tar of Will. prlntad on th~ r.v.r.. ,Id.. ....H.k. ch.ck or ,oney ord.r payable tOI REGISTER OF MILLS, AGENT All pay..nts r.c.lv.d .hall flr.t b. .ppll.d to any Int.r..t which .ay b. due with any r.,.lnd.r appll.d to the t.x. REFUND CCR): A refund of . t.. cr.dlt, which wa. not r.qu..t.d on th. Ta. R.turn, .ay b. requ..t.d by co.pl.tlng an "Application for R.fund of p.nnsvlvanla Inh.rit.nea and Elt.t. T.... (REY.UIS). Application. ar. .vallabl. at thlOfflcl of the R.gl.tlr of Will., .ny of the Z1 A.v.nul DI.trlct Offlc." or by c.lllng the .p.cl.1 Z~.hour an.w.rlng ..rvlc. ~.r. for for.' orderlngl In Plnn.ylv.nl. 1-&00-36Z.Z0S0, out.ld. p.nn.ylvanla and within 10c.1 H.rrl.burg ar.a (717) 787-809~, TOOl (717) 77Z"ZZ5Z (H..rlng I.palr.d Only). OBJECTIONS: Any party In Int.r..t not ..tl.fl.d with thl .ppr.I....nt, alloM.nc. or dl..llow.ncl of d.ductlon., or ........nt of ta. (Including dl.count or Int.r..t) I' .hown on thl. Notlc. .u.t obJ.ct within .I.ty (60) dly. of r.c.lpt of this Hotlea byl OR ."wrltt.n prot..t to the PA O.p.rt..nt of R.v.nu., Bo.rd of App..l., O.pt. 2810ZI, H.rrl.burg, PA ....I.ctlon to h.v' thl .attlr datarllnad .t .udlt of thl .ccount of the p.r.on.1 rlpr...nt.tlv., ....pp..1 to tha Orphan.' Court. 1712&-10Zl, OR AO"IN ISTAA TIVE CORRECTIONS: f.ctu.1 Irror. dl.covlrld on thl. ........nt .hould bl .ddr....d In writing tOI PA Dlpart..nt of RIV.nul, Bur.'u of Individual T...., ATTNt po.t A.......nt R.vl.w Unit, Dlpt. 2&0601, Harrl.burg, PA 171Z8-0601 Phon. (717) 787006505. S.e page S of the bookl.t "In.tructlon. for Inhlrlt.nce T.. R.turn for. RI.ld.nt O.c.d.nt" CREY'IS01) for an a.planatlon of .dllnl.tr.tlv.ly corr.ctabl. .rror.. DISCOUNT: II any t.. due I. p.id within three (S) cal.ndar .onth. .ft.r th. d.c.dlnt'. dlath, . flvl p.rc.nt C5X) dl.count of thl t.. p.ld 1. ellowld. PENAL TV I The 15X t.. e~..ty non.p.rtlclp.tlon p.n.lty I. cOlPutld on the tot.l of the t.. .nd Int.r..t .......d, and not p.ld b.for. January la, 1996, the flr.t day aft.r the .nd of the ta. a~..ty p.rlod. Thi. non.p.rtlclpation p.n.lty I. apP.II.bl. In the .a.. .ann.r .nd In the the .... tl.a p.rlod I' you would .ppe.1 the t.. and Int.r..t th.t h.. b..n .......d .. Indlcat.d on thl. not Ie.. INTEREST I Int.r..t i. charg.d b.ginnlng with flr.t day of d.llnqu.ncy, or nln. (9) .onth. and on. CI) day fro' the data of d..th, to tha d.t. of pay..nt. ta... which beu" d.llnqu.nt b.fore Janulty I, 19aZ b..r Intlr..t at the r.t. of ,i_ C6Z) percent per .nnul calcul.t.d .t . dally r.tl of .00016~. All ta... which b.c..e d.llnqu.nt on and .ft.~ Janu.ry 1, 198Z will b..r Int.rl.t .t . r.t. which will vary fro. cal.ndar y.ar to c.lenda~ y..r with that r.t. announc.d by tha PA a.p.rt..nt of R.v.nu.. Th. .ppllcabl' Int.r..t rat.. for 198Z through 1997 arel '!!!! Jnt.rut Rat. 0.11'1 Int.,..t FActor !!!! Intlr..t Rat. DailY Jntlrnt r.ctor n8Z ZOiC .000548 1987 .. .0002te7 1965 In .000436 1986"1991 II~ .000501 1984 IlX .000101 199Z .X .000247 1985 UX .00U~6 1991..1994 ]X .00019Z 1986 10lC .000274 1995001997 'X .000Z,r.] ....Jnt.r..t II ulcul.ted at folloWII INTEREST = BALANCE OF TAX UN PAlO X NUNBER OF OAYS DELINQUENT X DAILY INTEREST FACTOR ...Any Notlc. I..u.d aft.r the t.. b.co... d.ilnqu.nt will r.fl.ct .n Int.re.t c.lcul.tion to flft..n tiS) day' b.yOnd the data of the ........nt. If p.y..nt I. ..de aft.r the Int.r..t CDlPUtatlon d.te .hown on the Notice. additional Int.r..t lU.t b. c.lculat.d. STATUS REPORT UNDER RULE 6,12 i I ! N~me of Decedent: GLADYS L. FREBERG Date of Death: 7/27/96 Will No. 2l-96-061B Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court RUles, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X . b. The separate Orphans' Court No. (if any) for the personal repreSentative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be at ed to this report. Date: 8/24/98 " "; I:.' U-i .' '. CHRISTOPHER C. HOUSTON. ESQUIRE Name (Please type or print) 52 WEST POMFRET STREET, CARLISLE, PA 17013 Address ~. N 1717 ) 241-5970 Tel. No. 1.'J =..., 80: c: r<) P' .j .... -- - ,'jt :oJ Go Personal Representative X Counsel for personal representative Capacity: (HAH: rmf/ AM3)