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HomeMy WebLinkAbout02-0494 PETITION FOR GRANT OF LETTERS Estate of Clyde L. Fraker No..2.l-02.- L.I~4 also known as , Deceased Social Security No 167070029 James H. Turner Pelitioner(s), who is/are 18 years of age or older, apply)ies) for : (COMPLETE "A" OR "B" BELOW:) o A Probate and Grant of Letters and aver that Petitioner(s) is/are the executOr Decedent, dated 10/13/92 and codicil(s) dated named in the Last Will of the State relevant circumstances, 9.g., renunciation, death of executor, ate Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.l.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence 1 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 325 Wesley Dr. MechanicsburQ, Lower Allen Township (list street, number and municipality) Decedent, then 97 years of age, died April 5 ,2002 ,at Bethany VillaQe, Lower Allen Twp, MechanicsburQ (Location) Decedent at death owned property with estimated values as follows: {if domiciled in PA All personal property. (if not domiciled in PA Personal property in Pennsylvania. (if not domiciled in PA Personal property in County........................... Value of real estate in Pennsylvania. Total .............................................................................. $ $ $ $ $ 10,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: 0.00 10,000.00 I // -"7 /------ - -, Signature Typed or printed name and residence I ----- James H. Turner 4415 N. Front St. Harrisburo PA 17110 """" I~o:; Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petilioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer t~~,estate-ai:~w. " Sworn to and affirmed and subscribed ~8"'"I'f ~-3~ me . Turner before me this 20th day of MAY 2002 c J:tk~~(!~. ;;f~~ DECREE OF REGISTER Estate of Clvde l Fraker also known as Deceased No. 21- 02. - ~~ Social Security No: 167070029 Date of Death: 4/5/02 AND NOW, MAY 20, 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that letters t&I Testamentary 0 of Administration {(c.I.a., d.b.n.c."; pendent!,!!Jf1e; durante ab,sentia; durante rninoriale) c- are hereby granted to James H. Turner in the above estate and that the instrument(s), if any, daterPctober 13. 1992 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. ~'<, FEES letters .................................... $. 40.00 Extra Pages ( ).............. $. 9.00 $. $. $. $. $. $. $. Short Certificates(s) ............... Renunciation .......................... (i nn / /~~ ~// ~~/ ----- .- Signature I.T.R.... JCP Fee ................................. 5.00 Attorney: James H. Turner I.D. No: 29928 Address: 4415 N. Front St. HarrisburQ Telephone: 717-232-4551 DATE filED' 5-20-2002 malled to atty on ~-LU-LUU Inventory............................... . Other ...................................... PA 17110 TOTAL ............................$. (i0 00 ---- LAST WILL AND TESTAMENT OF CLYDE L. FRAKER 21-02-LjC}1./ I, CLYDE L. FRAKER, of Upper Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understand- ing, do make and publish this, my Last will and Testament, hereby revoking all former Wills by me at any time heretofore made. ITEM I. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Executor out of the property passing under ITEM III of this Will, as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimburse- ment of any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Executor, such taxes may be paid immediately, or the Executor may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. IJL-- Page 1 of 2 pages ITEM II. I direct that upon my death the contents of my apartment shall be sold and the proceeds derived therefrom shall be added to the trust created by Helen B. Fraker under Trust Agreement dated August 21, 1987. ITEM III. All the rest, residue and remainder of my property shall be distributed as follows: thirty-five (35%) percent to Donald Wayne Fraker; thirty-five (35%) percent to Barbara Lee Fraker; fifteen (15%) percent to Jeffrey R. Fraker; fifteen (15%) percent to Linda Fraker. In the event any of my beneficiaries should predecease me, I give his or her share to the surviving beneficiaries named in this item in equal shares. ITEM IV. I nominate, constitute and appoint James H. Turner, Esquire, as sole Executor of this, my Last Will and Testament. In the event James H. Turner is unwilling or unable to serve, I nominate, constitute and appoint Donald Wayne Fraker to so serve. It is my desire that my Executor serve without bond. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will / J<f'- day and Testament, typewritten on one (1) other page, this of V ['-10 .be;- , 1992. Witness: / /#Y~ C7. ~ - .. ___--mn s:'''-HZJ~ Th NIl? 1YV\. ~ \ A{~7/t.~(r, ,j. .1:-<1 h Ji >~ ) Clyde! . Fraker 2 COMMONWEALTH OF PENNSYLVANIA . . COUNTY OF DAUPHIN : SS : I, CLYDE L. FRAKER, testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by CLYDE L. FRAKER, the testator, this 1;5 day of O(ltwr , 1992. ~~f/~~C Fr~~f7~. iJ-c C It:xar!L~1 () \);IL ftary Pu 1..3 ._.._cf._.._.'_...."..'.;. i~ NOTf\Rj\i.Z.UH. : / ~ STACEY A FOClE, ('~~~',:f PUi)'.:~ :' COMMONWEALTH OF PENNSYLVANIA' ~ 1i\y=~:~'E~;i%~';~~"~~:1992 . ~,_...,.-.._..__........,~,.- : SS COUNTY OF DAUPHIN . . ,We, ~~HN.~) \--~~ jl Hv\lY and 0\\\(, }..,?r:+r _--.:\_ , the Witnesses, respectively, 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 testator sign and execute the instrument as his Last Will and Testament; that CLYDE L. FRAKER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn o~firmed \.. [\ \\\ Ii) 'r\' \ Uf .\ir the witnesses, this i~ to andc sUbscri~ to before me and~ II I ( l.e AI A I fY'll't ,d day of l)(\i1--.n. Y , 1992. ~~e-;;~7~~ , ~ f;) ~ ~^rA-. (('?,."'-~ Witness \ J by ",',"$:; ; .; !:;.'TACEV FC:'':-L::. ..... .~ Harrisbur~: eel 3 'L' My Commiszi-2:, b::';::,::. ~)- "S"~m"""", '.,. _.'__...... , ,,~.:::.J ,:::;, ~:;;.:~: <---t\ ~ /~ ~ ~t--f' ~ c~ \ J;J~ ~; ~~) p ~ ..e. ( l=l J)) ~ '-' ;I~l\ ~' ~\ ~-t' ~' ,~, ~, ~' ~ ~-I~t ~ ~t ~ ~ ~ ~ ~ ~ <l: ~ ~ .J .J W Z - Z 0 o ~ ~ ;:: - U .J I&l - U) ... I- 0:: <( III o 0( ~ D.. V W " O >- :I C) N 1&1 ~ I:r (I') ZZO~N <(lrZm- g III ~ !:: 0:: I- 1Il lr " l&J 0( N lr - Z ~ 0: I :J I- ......))) ~ .., '-' '- ~ ~ Q >< .., U CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Clyde L. Fraker Date of Death: April 5, 2002 Will No.: 2002-00494 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on May 23,2002: Name Address Donald Wayne Fraker 317 Smokey Wood Drive Pittsburgh, PA 15218 Barbara Lee Fraker c/o Donald Wayne Fraker 317 Smokey Wood Drive Pittsburgh, PA 15218 Jeffrey R. Fraker c/o Donald Wayne Fraker 317 Smokey Wood Drive Pittsburgh, PA 15218 Linda Fraker c/o Donald Wayne Fraker 317 Smokey Wood Drive Pittsburgh, PA 15218 Date: 5/23702 Notice has now been given to all persons entitled thcreto under Rule 5.6(a). (/~.~~~// J~ H. Turner, Esquire Turner and O'Connell 4415 North Front Street Harrisburg, P A l7110 (717) 232-4551 Counsel for personal representative '., c.:) ------ STATUS I~EPORT UNDER RULE 6.12 NameofDecedent: 0 lqd - L_ ! Date of Death: /~- 5- O~ WillNo.: P 0Oa- qqq ^amen. 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: State whether administration of the estate is complete: Yes [-'] No [~ 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: ao Did the personal representative file a final account with the Court? Yes _ No [2] 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 [-] No [-] D te: q-_ -oq Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report._...----2 Capacity: Name Address Telephone No. [~] Personal Representative [~ounsel for personal representati~ cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2005 TURNER JAMES H ESQ 4415 NORTH FRONT STREET HARRISBURG, PA 17110 RE: Estate of FRAKER CLYDE L File Number: 2002-00494 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~2! REGISTER OF WILLS cc: File Personal Representative(s) Judge J Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDecedent ~ d Q L ~y () ~ f' ( Date ofDeath: ---y1 ~ Iou r:J 00 ~ - yOI~ Estate 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 ad~i~tion of the estate is complete: Yes 0 No l..1V 2. [fthe answer is No, state when the personal re resenta ive reasonably believes that the administration will be complete: 3. [fthe answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. .~ Date: 4//9/0'\ <~ Si ature ~me~ J-liUIA I v Name p ~IS i\\ortil A-Or1t6l-:HC{((/~bU(J I~!O Address 1/7 dOd.-L/S';J Telephone No. Capacity: UJ!ersonal Representative r::r Counsel for personal representative JA Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 TURNER JAMES H ESQ 4415 NORTH FRONT STREET HARRISBURG, PA 17110 RE: Estate of FRAKER CLYDE L File Number: 2002-00494 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/05/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~#Cj~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) V} Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: t \\{ de.., l- ~ (oJ<.o r DateofDeath:~aUD ~ Estate No.: ex DO ~ - L! qLi Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No ff 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: (Q (Y) f'Y\+-k s 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 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~_ Date:m!-wOdo (~ / Signature J C't ('v1 e.s l::t. \ ( J (lUf Name ~I S J\Loiih ~(ffl tSt A~Cl..((~lDur~A I , liD -=J Il-O{ ?>~-ll I Telephone No. Capacity: OYer-sonal Representative ~ Counsel for personal representative ., f' . , I (,::I. iJ ~?f REV-1500 EX + (6-~O) ~~ ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER c>^ \-~J.. - '" ~ C\l\ ""'Cci'UN'TV"'Cc5i5E ---vEArr-- - - Nli'MB'ER- - ~ Z W C W (J W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Fraker CI de L DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 1 67- 0 7 - 0 029 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS 04/05/2002 05/12/1904 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) soaAlSECU~TYNUMBER w ~ ~~C/) uQ::~ wD-U :x: 00 " Q::...J """ D- co D- < [X] 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) ~ Z w o z o D- C/) w Q:: Q:: o U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS James H. Turner 4415 N. Front Street FIRM NAME (If Applicable) Turner and O'Connell TELEPHONE NUMBER 717 -232-4551 Harrisbur PA 17110 z o i= <( ...J ::> ~ ii: <( (J w 0::: z o i= <( ~ ::> a.. ::2 o (J >< <( r- 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) D 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) 11,892.24 .. "-1 (~J.,) (8) 11,892.24 7,113.00 5,221.37 (11 ) (12) (13) 12,334.37 -442.13 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) -442.13 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 X _ (15) 0.00 100.00 X _ (16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWERALLQUESTIONSON<REVERSE SIDEANDRECHECK MATH < < Decedent's Complete Address: -. STREET ADDRESS 325 Wesley Drive CITY I STATE PA I ZIP 17055 Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ........................................................................... D b. retain the right to designate who shall use the property transferred or its income; ........................................ D c. retain a reversionary interest; or ...................................................................................................... D d. receive the promise for life of either payments, benefits or care? ............................................................. D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..................... .... ........... ............ ............ .......... ........................ D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which . b f" d' t' ? D contains a ene IClary eSlgna Ion. ....................................................................................................... No lKl 00 [K] lKl lXl lXl lXl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of 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 complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. :::~~~,?rTURN b - ~ 3-;~~EOlD ~L/IS t\lOV+~l . (D\I1+ ~, ~lOfi\.s UV V' 1't)IO SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS :\~\\J \?~ s c:J \).~ ~ \~~ ~~~~ (~'tl~" I NJ. 1 ~ 1et value of transfers to or for the use of the surviving spouse is 3% For dates of death on or after July 1, 1994 and before January 1, l' [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate impose The statute does not exempt a transfer to a surviving spouse from 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 deceaSE or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the us aries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 1 L% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. ,ts for disclosure of assets and filing a tax return are still applicable even if lr younger at death to or for the use of a natural parent, an adoptive parent, REV-150B EX + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fraker Clyde L SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2 3 4 DESCRIPTION Mellon Bank, NA checking account # 162-109-4489 Fore Thought Pre-Paid Funeral Coverage #000051410 Prudentiallnsurace Policy #12 444 796 death benefit Refund from Asbury Services (Care Provider). VALUE AT DATE OF DEATH 2,568.80 5,186.04 4,000.00 137.40 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 11,892.24 REV-1511 E~ + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fraker Clyde L SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home 61285.00 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 Turner and O'Connell 750.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills of Cumberland County 60.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Department of Health (Death Certificate) 18.00 TOTAL (Also enter on line 9, Recapitulation) $ 7 113.00 (If more space is needed, insert additional sheets of the same size) REV-3 512 EX + (6-98) * SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fraker. Clyde L FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Pennsylvainia Deptartment of Public Welfare claim #890156064 VALUE AT DATE OF DEATH 5,221.37 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,221.37 4 RE~-1~13EX+(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Fraker ~ Ivn~ I RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE l. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Donald Wayne Fraker Lineal 35.00 317 Smokey Wood Drive Pittsburg, PA 15218 2 Barbara Lee Fraker c/o Donald Wayne Fraker Lineal 35.00 317 Smokey Wood Drive Pittsburg, PA 15218 3 Jeffrey R. Fraker c/o Donald Wayne Fraker Lineal 15.00 317 Smokey Wood Drive Pittsburg, PA 15218 4 Linda Franker c/o Donald Wayne Fraker Lineal 15.00 317 Smokey Wood Drive Pittsburg, PA 15218 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 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) 05-22-2006 FRAKER 04-05-2002 21 02-0494 CUMBERLAND 101 APPEAL DATE: 07-21-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REv:is47-Ex-AFP-C03:0Sl-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CLYDE L FILE NO. 21 02-0494 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES H TURNER TURNER & OCONNELL 4415 N FRONT ST HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17110 ESTATE OF FRAKER REV-1547 EX AFP (06-05) CLYDE L TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 05-22-2006 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 11 ,892.24 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 7,113.00 5.221.37 (11) (12) (13) (14) If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due TAX CREDITS. NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 11,892.24 ]2.334 37 442.13- .00 442.13- 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (19)= Lineal/Class A rate rate Collateral/Class B rate (15) (16) (17) (18) .00 .00 .00 .00 .00 . C ""'L'" Kt.l,;t.H (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. \ ! '9 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. \,,~~, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE'-:/ A RFF'IJNn ~F'F' R'F'UI=D<::..F' c::.Tns= nF' TUT<::: I:'nDM I:'nD T".CTDII"""-Tn...r" , THE ESTATE OF IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN THE MATTER OF CL YDE L. FRAKER NO. 2002-494 STATUS REPORT UNDER RULE 6.12 Register of Wills of Cumberland County Name of Decedent: Social Security Number: Name of Personal Representative: Capacity: Clyde L. Fraker 167 07 0029 James H. Turner Executor The administration of the estate is complete. An account was stated to the parties in interest and the parties released the personal representative. I certify under penalty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. Date: May 31, 2006 .-/ ./.'7 /...... y;?7:z.-------7 ... .~.~. ./ . ..-./ / . ..- /.-- "---- .- /' James H. Turner, Esquire TURNER AND O'CONNELL 4415 North Front Street Harrisburg, P A 17110 (717) 232-4551 Attorney for Estate , , . "'- I . ii, , ~