HomeMy WebLinkAbout10-16-08 5056041114
REV-1500 EX (06-05)
OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN ~'L ~ ,~,~ 'r~~C/ Y
PO BOX 280601 0^ ~' v D `~
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
06212008 08221939
Decedent's Last Name Suffix Decedent's First Name MI
FREDERICK JR. ROBERT I
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
FREDERICK DONNA B
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return ~ 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (date of death Q 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
ROBERT M. FREY 717-243-5838
Firm Name (If Applicable)
FREY AND TILEY
First line of address
5 SOUTH HANOVER STREET
Second line of address
City or Post Office State ZIP Code
CARLISLE PA 17013
REGISTER OF WILLS USE OI~X
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Correspondent's a-mail address:
Under penalties o perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct and com lete. Declaration of re arer other than the ersonal re resentative is based on all information of which re arer has an knowled e.
SIC~TURE OF PERSON F~SPON FILING fjtrTURN DATE
ADDRESS
(1022 ROCKLEDGE DR CARLISLE PA 17015) P.O. Box 1098, Carlasle, PA 17013-6098
SIGNATURE OF R ER THAN REPRESENTATIVE DATE
ADDRESS
5 SOUTH HANOVER STREET, CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041114
150560411,14
~~
REV-1500 EX
15056042115
oecedent'sName: ROBERT I FREDERICK JR.
Decedent's Social Security Number
RECAPITULATION
1. Real estate (Schedule A) ........................................... 1. NONE
2. Stocks and Bonds (Schedule B) ...................................... 2. NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE
4. Mortgages & Notes Receivable (Schedule D) ............................ 4. NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5.
6. Jointly Owned Property (Schedule F) OSeparate Billing Requested ........ 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) Separate Billing Requested ........ 7
8. Total Gross Assets (total Lines 1-7) .................................. 8.
83864.00
683538.00
14015.00
781417.00
9. Funeral Expenses & Administrative Costs (Schedule H) .................... 9. NONE
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10. NONE
11. Total Deductions (total Lines 9 & 10) ................................. 11. 0 • 0 0
12. Net Value of Estate (Line 8 minus Line 11) ............................ . 12. 7 81417 - 0 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ....................... 1 g. 0 . 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. 7 814 17.0 0
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 0 7 81417.0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .0 4 5 16. 0. 0 0
17. Amount of Line 14
taxable at sibling rate X • 12
17.
0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X . 15 18. 0 . 0 0
19. TAX DUE ....................................................... 19. 0 . 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0
Side 2
15056042115 15056042115
REV-1500 EX Page 3 172-32-0165
Decedent's Complete Address:
File Number
21-08-0784
DECEDENT'S NAME
ROBERT I FREDERICK JR. DECEDENT'S SOCIAL SECURITY NUMBER
172-32-0165
STREET ADDRESS
835 W. NORTH STREET
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
D. Interest
E. Penalty
(1) 0.00
Total Credits (A + B + C) (2)
0.00
Total InteresUPenalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5) 0.00
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred : ...................................... . ~ ^X
b. retain the right to designate who shall use the property transferred or its income : ................ ~ ~X
c. retain a reversionary interest; or ..................................................... . ~ ^X
d. receive the promise for life of either payments, benefits or care? ............................ . ~ ^X
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................................ . ~ ~X
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . ~ QX
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................... ^X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for
the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is
zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory
requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for
the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half
(4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling
is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
zn
REV-1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Robert I Frederick Jr. 21-08-0784
Include the proceeds of litigation and the date the proceeds were received by the actara
~~~ ~ ~~~~~ ,., ~ iccucu, .. ~~C~ ~ aaaluonal sneers of the same size)
Q MBTBank
ACCOFJNT N0.' - ACCOUNT TYPE
946524 CLASSIC CHECKING
STATEMENT PERIOD PAGE
JLTN.10-JLJL~.09, 2008 1 OF 1
00 0 04319M NM 017
ROBERT I FREDERICK
835 W NORTH ST
CARLISLE PA 17013-1744
21108
~C'('C1TITTT CTTMMZIRV
HIGH STREET-CARLISLE
BEGINNING
BALANCE DEPOSITS &
OTHER AIIDITTONS
CHECKS PATIS OTH£K
SLiBTRACTIONS CURRENT '.'.
INTEREST. PD FNL)ZNG_.!'
EAT,ANLE
NO. AMOUNT NO. AMOUNT NO. AMOUNT
1,464.42 0 0.00 0 0.00 1 1,464.42 0.00 0.00
AC(''fITTNT A('TT~TTTV
POSTING
DATE _
TRANSACTIQN IIESCRIPTION DEPOSIT5,INTEREST
& OTHER ADDITIONS < CHECKSI&''OTFfER
SUBTRACTIONS DAILY
BALANCE
06-10-OS BEGINNING BALANCE $1,464.42
07-07-08 CLOSEOUT 1,464.42 0.00
ENDING BALANCE $0.00
NEW! @COLLEGE CHECKING - EXCLUSIVELY FOR STUDENTS
DO YOU KNOW SOMEONE WHO IS GETTING READY FOR COLLEGE?
THE NEW @COLLEGE CHECKING ACCOUNT WAS DESIGNED ESPECIALLY FOR STUDENTS.
@COLLEGE CHECKING HAS NO MINIMUM BALANCE REQUIREMENT, NO MONTHLY SERVICE CHARGE,
AND CONVENIENT ACCESS OPTIONS FOR STUDENTS.
FOR MORE INFORMATION VISIT MTB.COM/ATCOLLEGE OR STOP IN TO A BRANCH( TODAY!
217
REV-1509 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
FILE NUMBER
Robert I Jr. and Donna B Frederick 21-08-0784
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 I ADDRESS
A. Donna B. Frederick
B.
C.
SCHEDULE F
JOINTLY-OWNED PROPERTY
835 W. North Street, Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
wln I ~ r-UwNED PROPE RTY:
LETTER DATE
DESCRIPTION OF PROPERTY
ITEM
FOR JOINT
MADE
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING
DATE OF DEATH % OF
DECD'S DATE OF DEATH
VALUE OF
NUMBER TENANT JOINT NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE.
1
A VALUE OF ASSET INTEREST DECEDENTS INTEREST
. . Colorado Real Estate-NOT TAXABLE BE IN PENNSYLVANIA 0
2.
A
Miscelllaneous Household Goods 100.00% 0
3.
A
Real Estate:House and Lot, 835 W
North Street
Carlisle PA 3,000 50.00% 1,500
4.
A .
,
1952 Chevrolet 2 Door Hard Top 200,000 50.00% 100,000
5.
A
2004 Mercedes 25,300 50.00% 12,650
6.
A
1994 Ford Pickup 24,500 50.00% 12,250
7~
A
Smith Barney Account (June 21
2008) 5,400 50.00% 2,700
8.
A ,
Orrstown Bank
Account #108001155 1,100,000 50.00% 550,000
9.
A ,
Orrstown Bank, Certificates of Deposit #4000000873 6,632 50.00% 3,316
2,244 50.00% 1,122
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6 Recapitulation)I $ 683 538
(If more space Is needed, Insert addrtlonal sheets of the same size)
ORRSTO~'1TN
Ba~vx
A Tradition of Excellence
OCTOBER 09, 2008
TO: ROBERT M FREY
FROM: ANDREW OTT
BRANCH EXECUTIVE OFFICER
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
RE: ESTATE OF ROBERT I FREDERICK
DATE OF DEATH: JUNE 21, 2008
77 East King Street
P.O. Box 250
Shippensburg, PA 17257
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
108001155 ROBERT I FREDERICK 06/09/1997 6.632 45
DONNA B FREDERICK
SAVINGS ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
4000000873 ROBERT I FREDERICK 1/10/2003 2 244.17
DONNA B FREDERICK
z17
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
Robert I Jr. and Donna B Frederick 21-08-0784
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.
DESCRIPTION OF PROPERTY
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. IiF nvvucne~el
VALUE OF ASSET INTEREST VALUE
1. IRA Smith Barney 14,015 100.00% 14,015
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 7 Recapitulation) $~ 14
(If more space Is needed, Insert addltlonal sheets of the same size)
z1~
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Robert I, Jr. and Donna B Frederick
SCHEDULE)
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Donna B. Frederick, 835 W. North Street, Carlisle PA 17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Spouse
FILE NUMBER
21-08-0784
AMOUNT OR SHARE
OF ESTATE
100% residue of the Estate
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
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)
LAST SILL Al ~~ TESTAIYIL'1VT
I, ROBERT I. FREDERICK, JR., of North Middleton Township, Cumberland County,
Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ONE. I direct my Executor or Executrix, as the case may be, to pay all of my
debts, funeral and administrative expenses as soon as convenient after my decease. I direct that
the services of Hollinger Funeral Home and Crematory located in Mount Holly Springs,
Pennsylvania be used and that my remains be cremated and at the direction of my family interred
at Cumberland Valley Memorial Gardens located in Carlisle, Pennsylvania, and that the expense
thereof be reimbursed out of my estate as a funeral expense. Furthermore, I direct that all state,
inheritance, succession and other death taxes imposed or payable by reason of my death and
interest and penalties thereon with respect to all property composing of my gross estate for death
tax purposes, whether or not such property passes under this Will, shall be paid by the Executor
or Executrix of my estate.
TWO. My Executor or Executrix may, at his or her discretion, compromise
claims, borrow money, retain property for such length of time as he or she may deem proper;
lease and sell property for such prices, on such terms, at public or private sales, as he or she may
deem proper; and invest estate property and income without restriction to legal investments
• unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell
any realty and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient seeds and,~or bills of sale
Initirl
r <
tl ere~o~, in iee si~.lp?e, as I ccn'd ~do if 1' Q ~ .
lvu'1v. l1y Executor or E~;,,;,~~~t~"iv iS auta70riZcd a:?d
ei~i~G`i^i'er °.`~1 tV i'Qa ra '
e -~ ~., 1` anY b'~?SL1eSS il'i wl?1C11 I iTlaV be engaged at iii;J~''.Gath, fOr SuCli perlGd Oi
time after my death as seems expedient to said Executor or Executri.~.
TxI~~. I give, devise and bequeath all of my estate of whatever nature and
wherever situate to my spouse, DONNA ~B. FREDERICK. '
F~~• If my spouse, DONNA B. FREDERICK, does not survive me by a period
of at least sixty (60) days, then I give, devise and bequeath all of my estate of whatever nature
and wherever situate as follows:
A. I give and bequeath certain articles of my household furniture and
furnishings and certain articles of my personal effects and personal property in
accordance wi`,h a separate memorandum which accompanies this my Last Will and
Testament. To the extent that such memorandum fails to dispose of all of my household
furniture and furnishings and all of my personal effects and personal property, or if the
memorandum is not in existence at my death, then I give and bequeath the same in
accordance with Paragraph Four D below; and
B• I give and bequeath my 1949 Chevrolet Convertible to my daughter,
JEAN A. BENFIELD, absolute, if she shall survive me;
C. I give and devise my real estate located in Colorado, together with any and
all improvements thereon and all rights and easements appurtenant thereto, to my son,
ROBERT C. FREDERICK, absolute, if he shall survive me, subject to any mortgages,
liens, real estate taxes or other encumbrances thereon; and
.
Initial ~
D• I Give, devise and bequeath all of the rest, residue and rer-~ai:der of rrjv
estate in equal shares to my children, per stirpes, which provides t1-:at the child or children.
of any deceased benef ciary shall take the share their parent would .have taken if living.
FNE. If any of myheirs or beneficiaries are under the age of twenty-one (21)
years at the time of my death and inherit any assets under Paragraph Four D. above, the
hereinafter named. Trustee shall hold all of their respective shares in trust according to the
following terms and conditions:
A• Upon the creation of this Trust, the Trustee shall divide this tri:st principal
into individual shares in the name of each heir or beneficiary in the amount equal to the
• amount that said heir or beneficiary inherited hereunder. The Trustee, as well as my
Executor or Executrix, as the case may be, is hereby authorized to retain, unconverted,
any property, real or personal, that I may own at my death and shall be under no duty to
convert it into legal investments. The Trustee shall have the power and authority to sell,
transfer, convey, invest and reinvest and to pay over the net income of the trust property,
to or for the use of said heir or beneficiary, or to accumulate it in the sole discretion of the
Trustee. The Trustee is also authorized and empowered to pay over to, or for the use and ,
benefit of my heirs or beneficiaries such portion of or all of the lrincipal of the trust
estate as in the Trustee's sole discretion seems proper for their continued support,
maintenance, education, or medical care. My primary objective is to insure the support,
maintenance, education and medical care of my heirs and beneficiaries until they reach
the age of twent~~-one (21) years. Notwithstanding the above purpose of this test, the
Trustee, in the Trustee's sole discretion, may distribute any of the trust principal or
income for the benefit of any of my heirs or beneficiaries for any such purpose as the
Trustee deems reasonable under the circumstances such as but not limited to the purchase
Initi ,,
J
Gf real properly, t'u.ilCn for furtier educat?on, Cr anv Gtier ~~?rpGSe Lvi1Ch h'Gt?id In t e
Trus~ee's sole discretion advance the best interest of said -heir or beneficiary. A~ly
payments made hereunder may be made by the Trustee directly to rr~y heirs or
beneficiaries, or to such of them as may be, in the sole opinion of the Tnstee, of such age
and ability to properly handle t_he funds so paid to such heir or beneficiary, or may be
made by the Trustee directly to the person having the custody and care of any of my heirs
or beneficiaries, or may be made by the Trustee directly to any institution entitled to such
payment by reason of services rendered or to be rendered to any of my heirs and
beneficiaries.
B• When my heirs and beneficiaries reach the age of twenty-one (21) years,
then whatever remains of'income or principal of the said heir's or beneficiary's divided
share under this t--ust estate shall be distributed to said heir or beneficiary, per stirpes. In
the event that any said heir or beneficiary becomes deceased prior to the final distribution
hereunder without leaving surviving issue, said deceased heir's or beneficiary's share shall
be divided equally between my surviving heirs and beneficiaries and distributed in
accordance with this Paragraph. For whatever reason, if there are no heirs or
beneficiaries remaining as a part of this` trust, then in that event, the rest, residue and
remainder hereof shall be distributed in equal shares to the residual beneficiaries in
accordance with Paragraph Seven hereof.
SIX. I nominate and appoint my daughter's husband, SCOTT M. BENFIELD,
or if he is not able or does not serve for whatever reason my son, ROBERT C. FREDERICK, to
serve as Trustee of the Trusts created in Paragraph Five hereof.
Initia
4
SEVEN. In the event of a common disaster causing the death of myself, my spouse
and all of my children, without surviving issue, all within a period of sixty (60) days, then I give,
devise and bequeath ail of my estate of whatever nature and wherever situate to the FIRST
UNITED CHURCH OF CHRIST, anon-profit organization principally located at 30 North Pitt
Street, Carlisle, Pennsylvania, or its successors or assigns, for its general religious and charitable
purposes
EIGHT. I nominate and appoint my spouse, DONNA B. FREDERICK, to be the
Executrix of this my Last Will and Testament. In the event she has predeceased me, failed to
qualify or is not able or does not serve for whatever reason, I then appoint m:y daughter, JEAN A.
BENFIELD, to be the Substitute Executrix of this my Last Will and Testament. In the event she
has predeceased me, failed to qualify, or is not able or does not serve for whatever reason, I then
appoint my son, ROBERT C. FREDERICK, to serve as Substitute Executor of this my Last Will
and Testament, whereby the said substitute personal representatives shall have the same powers
as are given to the original Executrix hereunder.
I~iNE. No person(s) shall benefit hereunder unless such beneficiary shall survive
me by sixty (60) days.
TEN. No Executrix, Executor, or Trustee acting hereunder shall be required to
post bond or enter security in this or any other jurisdiction.
ELEVEN. No beneficiary may assign, anticipate or pledge his or her interest in any
income or principal held or distributable hereunder, and no beneficiary's creditors may levy,
attach or otherwise reach any such interest.
~ni~' ' ~
T r~'ELFv"E. T l:e validity and administration of any tn.:st establisA~ed hereunder and any
questiora cr disputes relating to the construction or interpretation of any said trusts shall be
governed and construed in accordance with the laws of the Corimonwealth of Pennsylvania.
THIRTEEN. If any person or institution entitled to share in any distribution under the
terns of this my Last Will and Testament becomes an adverse party in ar~y proceeding to contest
the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its
entire interest inherited hereunder and all provisions in favor of such person or institution shall
be declared void and of no effect. The share. of such person or institution so forfeited shall be
distributed as part of the residue pursuant to Paragraph Four D hereof, except that if such person
or institution is entitled to share in the said residue, that interest shall be distributed
proportionately to the other residuary distributees.
[THE REMAINDER OF THIS PAGE HAS BEEN INTENTIONALLY :LEFT BLANK)
I
Iniiirrl _ 6
IN WI"i'~TESS ``v~IEREpr I nave hereunto set any hand and seal this ~
.„ ^ ~y of
~~'E, ROBERT L FREDERICK, JR., CHERYL L. CLELAND, and MARTHA L.
NOEL, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his last will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purpose herein expressed, and that each of
the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to
the best of their knowledge the testator was, at that time, eighteen years of age or elder, of sound
mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
. SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by ROBERT I. FREDERICK, JR.,
the testator herein, and subscribed an ~~,~to befome by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this ,~ 3a'xof ~,~~~~" ~ ~ ys~ ~
' Notarial Seal
Jacqueline L. Dra~~ubaugh, ~lotary Pubiic
Carlisle Boro, Cumberland County
iU!y Commission Bxeiras.
Auq. 74, 2^G3
IVlember, r2ti!iSVPJ3!Ila `~.~SpG8liQ6? cP I~IptailES
~.~. ,~
MARTHA L. NOEL,