HomeMy WebLinkAbout03-18-08
REV-1500 EX + (ll-OO)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICiAl USE ONLY
FILE NUMBER
21 -0 8 0 0 2 4
""CoONTY"'C'OOE ---VEAR- - - NUMeER--
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
FRERE
DATE OF DEATH (MM-D[)"Year)
FLORIBERT ALLEN
DATE OF BIRTH {MM-D[)"Year}
SOCIAL SECURITY NUMBER
2 0 0 - 4 2 - 3 7 7 6
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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12/04/2007 11/17/1951
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[X] 1. Original Return
o 4. Limited Estate
[Xl 6. DecedentDied Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (At!achcopyofTrusQ
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Retum (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (At!ach Sch 0)
THIS...SECTlONMOST..BE.COMPE.ETEDw..AIE...CORRESPONDENCE.AND'CONFIDENTlAI$!0rAX.INFORMA0rION...SHOOI..lD.BE.DIRECTED.TO:
NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[X] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
OFFICIAL USE ONLY
15,798.96
45,912.98
['...)
...........
C.~)
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(8)
69,491.22
8,668.04
946.99
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
19. Tax Due
43,295.00 X _ (15)
8,036.79 X .045 (16)
0.00 X .12 (17)
8,544.40 X .15 (18)
(19)
(11)
(12)
(13)
9,615.03
59,876.19
0.00
(14)
59,876.19
16. Amount of Line 14 taxable at lineal rate
0.00
361.66
0.00
1,281.66
1,643.32
17. Amount of Line 14 taxable at sibling rate
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
18. Amount of Line 14 taxable at collateral rate
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ADDITIONAL Personal Representatives
Estate of Floribert Allen Frere - SS# 200-42-3776
...............................................................................
Under penalties of perjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best of their knowledge and belief,
it is true, correct and complete.
Signature
Name
Address Line 1
Address Line 2
City, State, Zip
Asheley N. Rotz
1107 Pheasant Drive N.
Date
Carlisle, P A 17013
~- dlJJ--()g
REV-1503 EX + (6-98)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FRERE
FILE NUMBER
21 08
0024
FLORIBERT
ALLEN
All property jointly-owned with right ofsurvivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
104 SHARES OF PPG INDUSTRIES, INC.
CUSIP: 69350610
104 X $68.07 = $7,079.28
PRUDENTIAL FINANCIAL, INC.
93 SHARES X $93.76 = $8,719.68
2.
VALUE AT DATE
OF DEATH
7,079.28
8,719.68
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
15 798.96
REV-1509 EX + (6-98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FRERE
FILE NUMBER
FLORIBERT
ALLEN
21
08
0024
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G,
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. LUCETTE I. FRERE
12201 GLENLlVET WAY
RALEIGH, NC 27613
SPOUSE
B CINDY QUIGLEY
PO BOX 221
CARLISLE, PA 17013
FRIEND
c ROBERT G. QUIGLEY
FRIEND
JOINTL Y.OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 95 FANUS ROAD, GARDNERS, PA 17324 76,590.00 50. 38,295.00
2. B CORNERSTONE FEDERAL CREDIT UNION 40.18 50. 20.09
SAVINGS ACCOUNT #795-01
3. B CORNERSTONE FEDERAL CREDIT UNION 291.55 50. 145.78
CHECKING ACCOUNT #795-07
4. B CORNERSTONE FEDERAL CREDIT UNION 1,750.41 50. 875.21
SPECIAL SAVINGS ACCOUNT #795-09
5. B CORNERSTONE FEDERAL CREDIT UNION 5,901.19 50. 2,950.60
SAVINGS ACCOUNT #8313-01
6. B CORNERSTONE FEDERAL CREDIT UNION 1,507.93 50. 753.97
CHECKING ACCOUNT #8313-07
7. B CORNERSTONE FEDERAL CREDIT UNION 447.10 50. 223.55
SPECIAL SAVINGS ACCOUNT #8313-09
8. B,C CORNERSTONE FEDERAL CREDIT UNION 1,797.71 33.3 598.64
SAVINGS ACCOUNT #12115-01
9. B,C CORNERSTONE FEDERAL CREDIT UNION 1,068.19 33.3 355.71
CHECKING ACCOUNT #12115-07
TOTAL (Also enter on line 6, Recapitulation) $ 45 912.98
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 1
21 08 0024
File Number
FRERE
Decedent's Name
FLORI BERT
ALLEN
Schedule F-2 - Jointly-Owned Property
LETTER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES
10. B CORNERSTONE FEDERAL CREDIT UNION 3,388.85 50. 1,694.43
SAVINGS ACCOUNT #70795-01
SUBTOTAL SCHEDULE F.2 1,694.43
GRAND TOTAL SCHEDULE F.2 $ 45,912.98
T
REV-1510 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
ESTATE OF
FRERE
FLORI BERT
ALLEN
FILE NUMBER
21 08
0024
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER
1.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAl ESTATE.
DATE OF DEATH % OF DE CD'S
VALUE OF ASSET INTEREST
56,000.00 O.
EXCLUSION
(IF APPliCABLE)
TAXABLE
VALUE
0.00
2.
LEAR CORPORATION 401(k) *
BENEFICIARY: LUCETTE I. FRERE - SPOUSE
CORNERSTONE FEDERAL CREDIT UNION
IRA ACCOUNT #8313-04
BENEFICIARIES: LUCETTE FRERE - $5,000.00
ASHELEY FRERE - 1/3 REMAINDER
ZACHARY FRERE -1/3 REMAINDER
CINDY QUIGLEY - 1/3 REMAINDER
7,779.28 100.
7,779.28
~ UnClr)/t -to q~J ctQK cJ CUCt~\\
3-\-a.k\'(\QJ\t-~l\j a"'\ l (, c~r /
(\ )\S('\ - +C\.tQV) \L' <:Sl.n CC
f)t\ lt~C {QI'{ I"C, S P U..:\0
TOTAL (Also enter on line 7 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7 779.28
REV-1511 EX + (12-99)
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
FRERE
FLORI BERT
ALLEN
21
08
0024
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1- EWING BROTHERS FUNERAL HOME 5,871.02
2. WAYNE NOSS FLOWERS 121.90
3. THE HOLLY INN - FUNERAL LUNCHEON 18.90
B. ADMINISTRATIVE COSTS:
1- Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2, Attorney Fees IRWIN & McKNIGHT 1,850.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS 108.00
5. Accountanfs Fees
6. Tax Return Prepare~s Fees PATRICIA A. ROSENDALE, CPA 350.00
7. REGISTER OF WILLS - FILING FEE 30.00
8. NOTARY FEES 20.00
9. CUMBERLAND LAW JOURNAL - ESTATE NOTICE 75.00
10. THE SENTINEL - ESTATE NOTICE 166.60
11, POSTAGE/SHIPPING 4,80
12. THE HOME DEPOT - LOCKS FOR REAL ESTATE 51.82
TOTAL (Also enter on line 9, Recapitulation) $ 8 668.04
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
*'
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FRERE
FILE NUMBER
FLORIBERT
ALLEN
Include unreimbursed medical expenses.
21
08
0024
ITEM
NUMBER DESCRIPTION
1. DR. RENTSCHLER - MEDICAL
VALUE AT DATE
OF DEATH
75.00
2. CARLISLE REGIONAL MEDICAL CENTER - MEDICAL
469.99
3. BLUE MOUNTAIN ANESTHESIA - MEDICAL
30.00
4. WOLF & WOLF - ATTORNEY FEE FOR PRIOR LEGAL SERVICES
372.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
946.99
""'-"" "'. ",*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NUMBER
I.
SCHEDULE J
BENEFICIARIES
FI r
.11.111::"'1
FILE NUMBER
?1 OR
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Lineal
Lineal
Spousal
Collateral
Collateral
0024
AMOUNT OR SHARE
OF ESTATE
4,018.40
1/2 REMAINDER
1/3 IRA- CORNERSTONE FCU
4,018.39
1/2 REMAINDER
1/3 IRA-CORNERSTONE FCU
43,295.00
REAL ESTATE, LEAR 401(k) &
CORNERSTONEFCUIRA
7,617.98
JOINT ACCOUNTS AT
CORNERSTONE FCU
926.42
1/3 REMAINDER - IRA AT
CORNERSTONE FCU
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
ASHELEY N. ROTZ
1107 PHEASANT DRIVE N.
CARLISLE, PA 17013
ZACHARY A. FRERE
1160 NORTH MIDDLETON ROAD
CARLISLE, PA 17013
LUCETTE I. FRERE
1220A GLENLlVET WAY
RALEIGH, NC 27613
CINDY QUIGLEY
PO BOX
CARLISLE, PA 17013
CINDY QUIGLEY
PO BOX
CARLISLE, PA 17013
2.
3.
4.
4.
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
0.00
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OF
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being of sO~Jnd min'3, memory :m(] uncler,~t~T,clin{'; c:o hereby mc:ka E:.nd3ecl.::n'0
this to ':)0 :~y L.:;.~;t ilill uid 'l:'8;;bml;n-:.
Item 1: I direct:: tall :7 ,iu:_'";; d;1)t:..;, the e:p.n108[, of Ll,j! la~t i11r,\;',~
and :\ud:l:';J.l c:,p:3n:~2~.' be paid as .:i<)on aft..;}' r1y d",CeL>.fj..; &2 call c()r,v"ni8~l';ly
be::one.
Item 2: I r:ive, ckviC'c:: 2;\"'1,b_!:lueath all my lL:tc.te, reDl and P,T',oil':;1.1 ::md mixe:2
in equal 8h:"8,_ to '1J children, A:.;heley Eicolc Frey", ::nd Za'kul'Y i.1J_en
Frere provilL,d t11ey ,;urviva me. ,~hould one be clUCSCi, 0'.1, I dire::::t thc.t his
or her ~hare be given to the survivor.
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NOTA~"l S!AI.
LORI ft.. GAA"@R, Nola" PIela
Cet1I8te Bora, ~Id County, PA
My CoIl"lmlMlon !Jrphs May 14,2001
TIUJJ tM ~3' d fJ--6
'NOWMbvu /qq1
7ffu'If'~
@ Mellon
!~
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Mellon Investor Services
12-05-2007
~~
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Registered Owner: F ALLEN FRERE
95 FANUS RD
GARDNERS PA 17324
~
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Company Name: PPG INDUSTRIES, INC.
Class of stock: 1
Lost Securities Department
P.O. Box 3317
South Hackensack, NJ 07606
Share or
Certificate Number(s) Principal Amoun
POOO0306389 9.0000
POOO0332653 4.0000
PXOOO099425 13.0000
PXOO0224836 26.0000
PXOO0364433 52.0000
Dear Shareholder:
A stop has been placed against transfer of the above certificate(s), which you have reported lost, stolen or destroyed. If rou
would like us to issue a replacement, you must obtain a lost instrument open penalty surety bond and file it with Mellon. If
you should locate the original certificate(s), please notify us in writing so the stop transfer notation(s) can be removed.
For your convenience, Mellon has established a blanket lost instrument bond program with Federal Insurance Company
through Willis of New York Inc., pursuant to which you may satisfy this requirement. If you choose to obtain a bond through
Mellon's blanket program, please follow these instructions:
-4 · Enclose a money order, certified check or cashiers' check for $271.17 made payable to Mellon Investor Services.
Please write Reference Number 181874 in the memo field of your check or money order.
. Please complete any enclosed forms. If an additional requirements list is enclosed, please also comply with the
requirements set forth under the applicable heading. We may also advise you of additional requirements that apply. All
signatures must be notarized by a notary public or guaranteed by a financial institution that participates in a
Medallion Signature Guarantee program.
. Please mail all completed forms, if any, together with your check or money order and a copy of this letter to the above
address. Your completed forms and payment must be received by Mellon within 90 days of the date of this letter. We are
unable to return any documents that you submit in connection with this process, so please keep a copy for your records.
Mellon is pleased to make this program available to you. The above charge includes a $200.00 service fee paid to Mellon
and, if the market value of the certificate(s) being replaced exceeds $3,000, a surety premium paid to Federal Insurance
Company equal to 1 percent of such market value. This competitive arrangement is made possible because Willis also pays
Mellon a flat per item fee for processing and other administrative services provided in connection with this blanket program.
Alternatively, you may obtain a lost instrument open penalty surety bond from an insurance company of your choice that is
rated A+XV or better by A.M. Best & Company. In that instance, you would pay a surety premium directly to the surety bond
provider you select and pay Mellon a $200.00 service fee. Should you decide to use this option, please contact us at the
number provided below for specific instructions.
If you have any questions or need further assistance, please contact our Communication Center at (800) 270-3449.
Al!idllvilol L09Sr;OIlElrI6t1a, RlWI.qa<1 06/1J/05
CASE NUMBER: 317366 CUSIP: 69350610 REFERENCE: 181874 ACCT KEY: FRERE----F---AOOOO
1 The purpose of the bond is to protect the issuing company and Mellon against any responsibility to honor the original certificate in the event
it is ever presented to the issuer or Mellon for transfer. Surety bonds are required because stock certificates are negotiable instruments
under the law. Under certain circumstances, a person coming into possession of a stock certificate that had been reported as lost, stolen or
destroyed may be entitled to its full value. A surety bond protects the issuer and the transfer agent against liability under these
circumstances. Purchasing a surety bond does not protect you, the shareholder, since the surety company has a right of subrogation (i.e., a
right to seek reimbursement from you) should it be required to make payments under its bond, and you should keep stock certificates in a
safe place, such as a safe deposit box.
PPo.: Historical Prices for P P G IND - Yahoo! Finance
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PPG Industries Inc. (PPG)
"FIdelity
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Start Date: Dec
End Date: Dec
PRICES
Date
Open
4-Dec-07
68.16
* Close price adjusted for dividends and spiits.
Scotlrade'
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At 10:40AM ET: 65.24 l' 0.17 (0.26%)
iJl AMERITRADE
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2007
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Copyright@ 2008 Yahoo' Inc. All rights reserved. f'd)la~l'PQiicy. L~Ln1~QLSg[)li~e . CQPyrigh1!If'.f'Qlicy. S~n<:tE!e~.ql:Ja~k
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Volume
http://finance.yahoo.com/q/hp?s=PPG&a= 11 &b=4&c=2007 &d= 11 &e=4&f=2007 &g=d
68.65
67.70
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!!!!!!!
. Prudential
144013
I/MPORTANT TAX RETURN DOCUMENT ENCLOSED I
.............AUTQ..3-DIGIT 173 000000423/000144013
F ALLEN FRERE
95 FANUS RD
GARDNERS PA 17324-8918
111.11111.11.1111.1.1.11111..1,1.1111'1111..1.1.1'111.111.11.1 >
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tomputershare
+
Computershare
PO Box 43033
Providence Rhode Island 02940-3033
Within the US, Canada & Puerto Rico 800 305 9404
Outside the US. Canada & Puerto Rico 7325123782
www.computershare.com
Holder Account Number
C0018039877
INO
11111111111111111111111111
Record Dale
Check Number
SSN/TIN Certified
Noy 26 2007
0004119018
Yes
001 CSO I 07.DOMLNGEQS]G I.PRU.O 1229_41/144013/1440 l3/i
Prudential Financial, Inc.. Combined Dividend Payment /2007 Tax Form 1099.DIV
Form 1099-DIV
Dividend Confirmation
(Keep for your records)
COO18039877
200-42.3776
22.3703799
'. 1545.0110
Department .fthe Treasury. Intern" Revenue Serke
Payment Date I
.. I Participating I
Class DeSCription Shares/Units
Dividend I Gross I
Rate Dividend ($)
$1.15000 106.95
Net
Dividend ($)
106.95
106.95
21 Dee 2007
COMMON
93
Deduction I
Amount ($)
0.00
0.00
Deduction I
Type
N/A
Year.To.Dale Paid 106.95
. 46UTX
002CS70004
OORX6A(1 }
PLEASE CASH,oEPOSIT THIS CHECK PROMPTLY
PRU
+
PRU: Historical Prices for PRUDENTIAL FINCL INC - Yahoo! Finance
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Prudential Financial Inc. (PRU) At 10:38AM ET: 69.48 l' 0.45 (0.65%)
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Start Date: Dee
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@Daily
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4
2007
End Date: Dee
4
2007
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PRICES
Date
Adj
Close'
Open
High
Low
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Volume
4-Dec-07
92.53
95.26
91.78
93.76 4,600,100
93.76
, Close price adjusted for dividends and splits.
First I Pre v I Next I Last
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THE #1
PRESCRIBED
ALLERGY
MEDICINE-
AVAILABLE
JANUARY 24TH
WITHOUT A
PRESCRIPTION.
ZVRTEC.~
LIFE'S NO PLACE
FOR AlLERGIES~
Visit Z'(rterotc.Ctlffi
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http://finance.yahoo.comlqlhp?s=PRU&a=ll&b=4&c=2007&d= 11 &e=4&f=2007 &g=d
2/13/2008
TaxDB Result Details
Page 1 of 1
'Detailed Results for Parcel 40-41-2676-008. in the 2004 Tax Assessment Database
DistrictN 0 40
Parcel ID 40-41-2676-008,
MapSuffix
HouseNo 95
Direction
Street FANUS ROAD
Ownerl FRERE, FALLEN & LUCETTE I
C/O
Prop Type R
PropDesc
Liv Area 1344
CurLandVal 16540
CurlmpVal 60050
CurTotVal 76590
CurPrefVal
Acreage .44
ClGrnStat
TaxEx 1
SaleAmt 30000
SaleMo 12
SaleDa 21
SaleCe 19
SaleYr 78
DeedBkPage 0028F -00231
YearBlt 1950
HF _File_Date 10/21/2004
HF _Approval_Status A
http://taxdb .ccpa.net/ details. asp ?id=40-41- 26 7 6-008 .&dbselect= 1
2/13/2008
r:
CORNERSTONE
FederZlI Credit Union
P.o. Box I 181, 5 East Gate Drive, Carlisle, PA 17015
Telephone (717) 249-1661 FAX (717) 249-8208
www.comerstonefcu.coop
Memherfounded - Service hased
January 22, 2008
Irwin & McKnight
Roger B. Irwin
60 West Pomfret St.
Carlisle, PA 17013
RECEIVED
!I JAN 2 3 2008
RE: Estate of Allen Frere
IRWIN & McKNIGHT
LAW OFFICES
Roger,
Listed below is the information requested per your letter dated January 7, 2008:
Account Number 795 (Closed 12/11/2007)
I. Register owner, Cindy Quigley, joint owner Allen Frere \{7-
2. July 15, 1977
3. N/A
4. N/A
5. 795-01 Savings $0.47, 795-07 Checking $1.81 and 795-09 Special Savings $14.48
6. 795-01 Savings $40.18, 795-07 Checking $291.55 and 795-09 Special Savings $1,750.41
Account Number 8313 (Checking & Special Savings Closed 12/18/2007)
I. Register owner, Allen Frere, joint owner Cindy Quigley \1-.
2. May 15, 200 I t--'
3. N/A
4. N/A
5. 8313-01 Savings $54.40, 8313-07 Checking $7.94 and 8313-09 Special Savings $6.81
6. 8313-0 I Savings $5,901.19,8313-07 Checking $1,507.93 and 8313-09 Special Savings $447.10
IRA Account Number 8313-04
I. Owner Allen Frere, Primary Beneficiaries Asheley Frere (33 1/3), Zachary Frere (331/3) and
Cindy Quigley (33 1/3) - being handled by Credit Union Notional Association, IRA Processing Center P 0
Box 2917, Clinton, IA 52733-29/7
2. September 18, 2002
3. N/A
4. N/A
5. $77.3 I
6. $7779.28
'\~
~\"A ~('()O to lij(Q~ f~- Sfe QA~uc~.
MEMBER SAVINGS ACCOUNTS FEDERALLY INSURED To $100,000 By THE NATIONAL CREDIT UNION ADMINISTRATION
Page -2-
Account Number 12115 (Closed 12/6/2007)
I. Register owner, Robert G. Quigley, joint owners Cindy Quigley and Allen Frere '\ :,
2. September 6, 1980
3. N/A
4. N/A
5. 12115-0 I Savings $15.49, 12115-07 Checking $1.36
6;.~;'2' 15-01 Savings $1,797.71,12115-07 Checking $1,068.19
Account Number 70795 (Closed 12/18/2007)
I. Register owner, Cindy Quigley, joint owner Allen Frere
2. March 26, 1999
3. N/A
4. N/A
5. 70795-0 I Savings $36.78
a'fl70795-0 I Savings $3,388.85
"'\1---
If you require any additional information, please do not hesitate to contact me at 717-249-1661
ext 240.
Sincerely,
~.
Donna J. Micke~
Financial Services Administrator
/'
V"
"ft ClJNA MUTUAL GROUP
1~5URANCE I SERVICI'S I ASSET MANAGEMENT
February 15,2008
35904
ASHELEY ROTZ
1107 PHEASANT DR N
CARLISLE, P A 17013
HE: .INDIVIDUAL RETIREMENT ACCOCNT FOR AIJLEN .FRERE
Dear Ms. Rotz:
On December 14,2007, CUNA Mutual Gmup sent you correspondence informing you that you were entitled to
receive 33.33% of the funds in the IRA that Allen Frere maintained with Cornerstone Federal Credit Union.
Lucett.e Frere has provided Cl:NA Mutual Group with a property settlement agreement in the divorce action
between herself and Allen Frere. According to this agreement, Ms, Frere has been awarded $5,000.00 of Allen
Frere's IRA
Therefore, you ""ill be entitled to 33.33% of the funds remaining in the IRA. We extend our sineere apologies
for any inconvenience this situation may have caused you. Ple<l5e feel free to contact lIS at 800 356-9140 should
YOll have any questions.
Sincerely,
CUNA Mutual Group
IRA Services
Cc: Cornerstone Federal Credit Union
l d\\lOlU- WOS \\i~ 11'roJIZWl
P.O. Box 391 . 5910 Mlnerlll PoJnt Road. Mildi,oo. WI 53fOl.0391
llu,ines;: 608/238'5851 . VoicetrDO: 600/356-2644 . Fax: 6081238.0830 . www.cunar-lutual.com
Ewing Brothers Funeral Home, Inc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
December 11,2007
Asheley N. Rotz
1107 Pheasant Dr. North
Carlisle, PA 17013
The Funeral Service for F. Allen Frere
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff. . . . . . .
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
Cloth Casket . . . . . . . . . . . . . . . . . . . . . . .
#5 Regular OBC. . . . . . . . . . . . . . . . . . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THA T YOU HAVE SELECTED . . . . . . . . . . . . .
$3895.00
$3895.00
$695.00
$1025.00
$5615.00
Cash Advances
Certified Copies of the Death Certificate.
Tarentum Newspaper. . . . . . .
The Sentinel Obit. . . . . . . .
TOTAL CASH ADVANCES AND SPEClAL CHARGES.
$90.00
$67.78
$98.24
$256.02
Total
Total Cost .
$5871.02
SUB-TOTAL
INITIAL PAYMENT / DISCOUNT / CREDITS
TOTAL AMOUNT DUE
$5871.02
0.00
$5871.02
The unpaid balance over 30 days is subjected to a 1.50 % service charge per month - 18.0000 % per annum.
AT&T Universal Statement Transactions
.
Page 1 of 1
Post Date
Transaction Date
Transaction Type
Reference Number
Person
Transaction Amount
Foreign Currency
Merchant Name
Merchant Category
Charged To
Statement Date
Transaction Details
12/10/2007
12/10/2007
Not Available
107X2S06
Not Available
121.90
Not Available
WAYNE NOSS FLOWERS 7172586436 PA
Merchandise - FLORISTS
Standard Purch
12/20/2007
Print Close
USPS MOUNT HOLLY SPRINGS
MOUNT HOLLY SPRINGS. Pennsylvania
170659998
4134870065 -0098
01/03/2008 (800}275-8777 11:19:41 AM
Sales Receipt
Product Sale Unit
Description Qty Price
MINNEAPOLIS MN 55440
Zone-5 First-Class
Letter
0.60 02.
Return Rcpt (Green Card) $2 15
Certified $2'65
Label #: 70042510000350897115'
Customer Postage -$0.41
Subtota I : $4.80
--------
--------
$4.80
Final
Price
$0.41
Issue PVI:
Total:
$4.80
Paid by:
Cash
Change Due:
$10 . 00
-$5.20
Order stamps at USPS.com/shop or call
1-800~Stamp24.. Go to USPS.eom/clieknship
to prInt shlpplng labels with postage.
For other Information eal) 1-800-ASK-USPS.
Bill#: 1000201656997
Clerk: 02
All sales final on stamps and postage.
Refunds for guaranteed services only.
Thank you for your' bus i ness.
x~xx~xxxxxxxxxxxxxxxxxxxxxxx***x**xxxxxx
~x~~~~~xxx~~~~x~~~~~xxx~~~~~xxx~~xx~~~~~
HELP US SERVE YOU BETTER
Go to: http://gx.gallup.eom/pos
TELL US ABOUT YOUR RECENT
POSTAL EXPERIENCE
YOUR OPINION COUNTS
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxxxxx****xxxx***x**x*x****
Customer Copy
THE HOME DEPOT 4149
1013 S HANOVER SrREET
CARLISLE. PA 17013 (717)249-1771
4149 00002 54524 12/13/07
SALE 71 KDW8WD 08:19 PM
042049949544 POLO ENT BC <A>
042049949599 ENTRY lATCH <A>
2li110.97
042049949605 TYLOENTRYAB <A>
SUBTOTAL
SALES TAX
TOTAL
XXXXXXXXXXXX0951 HOME DEPOT
AUTH CODE 013461/9023697
13.97
21. 94
12.97
48.88
2.94
$51. 82
51.82
TA
111111111111111111111111111111111111111111111111111111I
4149 02 54524 12/13/2007 9102
RETURN POLICY DEFINITIONS
POLICY ID DAYS POLICY EXPIRES ON
A 1 90 03/12/2008
THE HOME DEPOT RESERVES THE RIGHT TO
LIMIT / DENY RETURNS. PLEASE SEE THE
RETURN POLICY SIGN IN STORES FOR
DETAILS.
GET SPECIAL DEFERRED FINANCING ON
PURCHASES OF $299 OR MORE WITH THE HOME
DEPOT CONSUMER CREDIT CARD - EVERY TIME!
~~*x*~~~***xxx******x***~x~~***x~******
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HOME DEPOT GIFT
CAROl
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and enter for a chance to win at:
~
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REGALO DE THO
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iSu Opini6n Cuental Complete 1a breve
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