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, ,
~