HomeMy WebLinkAbout06-22-10 (2)1505607121
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Poeox28osof INHERITANCE TAX RETURN 2 1 0 9 1 0 2 7
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
2 0 4 0 3 0 0 5 1 1 0 1 6 2 0 0 9 0 3 3 0 1 9 1 7
Decedent's Last Name Suffix Decedent's First Name MI
F R I C K G L A E R
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
a 1. Original Return ~ 2. Supplemental Return ~ 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)
^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 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 Numbed
FA-Y `~~
S E T H T M O S E B E Y 7 1 7 ~4 3~ 3 ~> ~-;
Firm Name (If Applicable)
REGIST'~Rl~ W1~LS USE.ONLY`.
M A R T S O N L A W O F F I C E S =~~ ~:~ ~ '
_ -,
First line of address J J,`
- ~,, ~
1 0 E A S T H I G H S T R E E T '
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Second line of address _`,-a .~ "
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City or Post Office
C A R L I S L E
State ZIP Code DATE FILED
P A 1 7 0 1 3
Correspondent's a-mail address: S M O S E B E Y a1 M A R T S O N L A W• C O M
Under penalties of perjury, I decl a that 1 have exa fined this return, including accompanying schedules and statements, and to the best of my knowledge and belief.
it is true, correct co plete. eclar 'on of preps r other than the rsonal representative is based on all information of which preparer has any knowledge.
IGNA O P FILING R~TU DA^TE' //tt
v 1 ~~ (/, '- //~/V
2320 RITNER HIGHWAY CARLISLE PA 17015
SIGf~TUR~ OF~EPARE~,_ R OTHEIj THAN REPRESENTATIVE ~DDATE .-/o
.L~1X/Y'om'/t ~J • r/h,.itQ_L-1/G/lid/
no cc
0 EAST HIGH STREET
1505607121
CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505607121
J
1505607221
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: G L A E R• F R I C K 2 0 4 0 3 0 0 5 1
RECAPITULATION
1.
......................................
Real estate (Schedule A) 1.
.. 3 4 0 0 0. 0 0
2. Stocks and Bonds (Schedule B) ................................ .. 2~
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3.
4. Mortgages & Notes Receivable (Schedule D) ...................... .. 4.
1 1 8 7 0 1 8
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. •
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
6
9
8
3
9
1
1
(Schedule G) ^ Separate Billing Requested ..... .. 7. ,
8. Total Gross Assets (total Lines 1-7) ......................... .. 8. 1 1 5 7 0 9 2 9
9. Funeral Expenses & Administrative Costs (Schedule H) ........... ..... 9. 1 5 2 4 2 , 9 4
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ....... ..... 10. 9 9 6 , 8 5
11. Total Deductions (total Lines 9& 10) ...................... ..... 11. 1 6 2 3 9 7 9
12. Net Value of Estate (Line 8 minus Line 11) ................... ...... 12. 9 9 4 6 9 5 0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 1 5 0 0 0 0
an election to tax has not been made (Schedule J) ............ ...... 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ............ ...... 14. 9 7 9 6 9 , 5 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 0 0 15.
16. Amount of Line 14 taxable
9 7 9 6 9
5
0
at lineal rate X .045 . 16.
17. Amount of Line 14 taxable
0
0
0
at sibling rate X .12 17.
18. Amount of Line 14 taxable
0
0
0
at collateral rate X .15 18.
19. Tax Due .............. ........................ ... ..... ..19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1505607221
Side 2
O. o 0
4 4 0 8. 6 3
0. 0 0
0. 0 0
4 4 0 8. 6 3
0
1505607221
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 09 1027
DECEDENT'S NAME
GLAE R. FRICK
STREETADDRESS
2320 RITNER HIGHWAY
- - --
CITY STATE ZIP
CARLISLE PA 17015
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 4,408.63
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments 3,500.00
C. Discount 184.21
Total Credits (A + B + C) (2) 3,684.21
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (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. (5) 724.42
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 721.42
Make Check Payable fo: 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;
::::::::::::::::::::::::::
c. retain a reversionary interest; or ............................................................ ::::: ^ ^
X
d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................................................. ..... ^ 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .... ..... Q ^
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................................................................................ ...... ^ 0
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 fax 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 fhe 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 fhe 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 (O) 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 fhe use of the decedent's siblings is twelve (12) percent (72 P.S. §9116(a)(1.3)J. 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.
REV-1502 EX + (6-98)
SCHEDULE A
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GLAE R. FRICK 21 09 1027
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Real estate located at 2304 Ritner Highway, Dickinson Twp., Cumberland Co., PA known as Tax 34,000.00
Parcel No. 08-09-0525-008, being described in Deed dated 12/20/1948, and recorded in
Cumberland Co., Deed Book "Y", Vol 13, Page 497 and being conveyed to Lynn J. Frick and
Glae R. Frick. Lynn J. Frick died 6/5/1999 leaving title soley vested in Glae R. Frick, Decedent
herein. Value is Comparable Market Anaylsis. See attached
TOTAL (Also enter on line 1, Recapitulation) ~ $ 34.000.00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GLAE R. FRICK 21 09 1027
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&T checking 413437 5.874.72
See attached
2. Embarq, refund 19.20
3. PSERS, prorated retirement benefit 67.28
4. Proceeds from sale of personal property x,908.98
TOTAL (Also enter on line 5, Recapitulation) I $ 1 1,870.18
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
GLAE R. FRICK 21 09 1027
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 DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER. ATTACHACOPY OF THE DEED FOR REAL ESTATE
DATE OF DEATH
VALUE OF ASSET
% OFDECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
1. Prudential TOD account # 3482-0033; beneficiary Cledith M. 69,839.11 100. 69,839.11
Frick, son, 100%
(See attached)
TOTAL (Also enter on line 7 Recapitulation) ~ $ 69,839.11
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
GLAE R. FRICK 21 09 1027
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home, Carlisle, PA 4,876.40
2. Beverly Lehman, organist donation 50.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Cledith M. Frick
Street Address 2320 Ritner Highway
City Carlisle State PA Zip 17015
Year(s) Commission Paid: 2010
595.00
p Attorney Fees Martson Law Offices (estimated) 5.440.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ~, 500.00
Claimant Cledith M. Frick
Street Address 2320 Ritner Highway
City Carlisle State PA Zip 17015
Relationship of Claimant to Decedent Son
4. Probate Fees Cumberland County Register of Wills ?48.00
5 Accountant's Fees
6. Tax Return Preparer's Fees Group Tax Service 100.00
7. Register of Wills, filing fee, Inheriatance Tax Return 15.00
8. Certified mailing, Department of Public Welfare 5.54
9. Short Certificates 8.00
10. Oak Tree Septic, tank cleaning pending distribution of real estate 169.00
11. Carolyn R. McQuillen, County/Twp. real estate taxes pending distribution of real estate 236.00
TOTAL (Also enter on line 9, Recapitulation) I $ 15,242.94
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8 LIENS
ESTATE OF FILE NUMBER
GLAE R. FRICK 21 09 1027
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Outstanding checks M&T checking 413437 on date of death 285.49
2. PSERS, reimbursement of benefit received after date of death 227.56
3. Greater Valley EMS, account payable
TOTAL (Also enter on line 10, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
48 x.80
996.85
REV-15~ 3 EX + (g_00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
GLAE R. FRICK 21 09 1027
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Cledith M. Frick
2320 Ritner Highway
Carlisle, PA 17015
2. Paul W. Frick
21 Royal Drive
Carlisle, PA 17013
3. Phyllis E. Noggle
205 Redington Avenue
Troy, PA 16947
Lineal 79.215.90
Sch G, Line 1 + li3 estate
residue (9,376.79)
Lineal 9,376.80
1/3 of estate residue
Lineal 9.3 76.80
1/3 of estate residue
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
1. Good Shepard Community United Methodist Chruch
2135 Ritner Highway
Carlisle, PA 17015
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space is needed, insert additional sheets of the same size)
1.500.00
1.500.00
REV-1500 Discount, Interest and Penalty Worksheet
Discount Calculation
Total Amount Paid within three calendar months of the decedent's date of death: 3,500.00
Discount: 184.21
Interest Table
__ _.
Year Days Delinquent Balance Due Interest
this time period ' this year this period
Before 1981
1982
__
1983 _ -_
1984
1985
_ __
1986
1987
:_
1988 through 1991
1992
1993 through 1994
1995 through 1998
1999
2000 __.
2001
2002 _ _ __'
2003 __
2004
2005
2006
2007
2008 _ _
2009
_ _.
__
TOTALS
Penalty Calculation
If the decedent's date of death was on or before March 31, 1993, insert the applicable amount:
Total Balance Due on January 17, 1996: _ __
Penalty:
F \FILES\DATAFILE\Estate Planning\10355. Lwi11.2005
ORIG{NAL RETAINED BY'
LAW OFFKES
LAST WILL AND TESTAMENT ~a.¢Eson 1~sau~o ~c~'~iams ~ ~~~
A coRpoRAnoN
?EN EASE f11GH STREET
I, GLAE R. FRICK, of Dickinson Township, Cumberland County, Penns}~i~~~~g of
sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will
and Testament, hereby revoking any and all former Wills or Codicils made by me.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all death taxes (whether such taxes may be payable by my estate or by any recipient of any property)
shall be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
2.
I hereby grant unto my son, CLEDITH M. FRICK, the right to purchase from my estate my
real property located at 2304 Ritner Highway, Carlisle, Pennsylvania 17013, known as Parcel No.
08-09-0525-008, at the value of said property as appraised for inheritance tax purposes. The right
to purchase granted herein shall be exercised by the said CLEDITH M. FRICK by written notice
provided to my Executor within ninety (90) days of the date of my death. Should he fail to elect to
purchase said property under the aforesaid terms and conditions, said real estate shall become a part
of the residue of my estate to be disposed of as hereinafter provided.
3.
I give, devise and bequeath the sum of One Thousand Five Hundred Dollars ($1,500.00) to
the Good Shepherd Community United Methodist Church of Carlisle, Pennsylvania.
4.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real and
personal property, unto my children, CLEDITH M. FRICK, PAUL W. FRICK and PHYLLIS E.
NOGGLE, in equal shares absolutely, provided that the share of any child who predeceases or fails
to survive me by thirty (30) days shall be distributed to his or her issue, per stirpes, and in default
of any such then-living issue, such share shall be distributed to my surviving children.
4- ~ ~ 4 ~ ~ ~'~I
[Initials]
Page 1 of 3 Pages
5.
I nominate, constitute and appoint my son, CLEDITH M. FRICK as Executor of my estate.
In the event he is unwilling or unable to serve in such capacity then I nominate, constitute and
appoint my grandson, TODD D. FRICK, to serve in such capacity.
6.
I direct that my Executor shall not be required to file a bond to secure the faithful
performance of his duties in any jurisdiction.
7.
I authorize and empower my Executor, in his sole and absolute discretion, to purchase or
otherwise acquire and retain any investments of which I die seized or any real or personal property
of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my estate for such terms and such prices
as he may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share; to employ agents, attorneys and proxies and to delegate to them such power
as my Executor considers desirable and to pay reasonable compensation for such services as may be
rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may
be necessary to carry out any of these powers. In addition, I direct that my Executor shall have the
power to conduct an inventory of any safe deposit box necessary to the administration ~ Amy estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this ~ ~" day of
1 '
~ ~ (SEAL)
Glae c
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the_said Testatrix and of each other.
--
. .
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:,.,~,~ ~ 1~ 1 l I ~
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Page 2 of 3 Pages
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, Glae R. Frick, Hillary A. Dean, and
. ; , 4 - , , ,the Testatrix
and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed
it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as a witness and that to the best ofhis/her
knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
~-f ~ a ~- '
J
Glae R. Frick, Testatrix
.. ~ . ,.
{ ~~ r~
fitness
~-
1 1
/ /
Wit ess
Subscribed, sworn to and acknowledged before me by Glae R. Frick, the Testatrix, and
subscribed and sworn to before me by Hillary A. Dean and ~t`1~:,-Y ~~ = `~' ~--~ ~r-~~t'~>~. ,the
witnesses, this ~`i~, day of~~~,~~.-a~l~' < ~ ~1C,'(' J _
---,
ff
Notary Public
NOIARiAI SEAL
VICTORIA L. OTTO, NOTARY PUBLIC
MY COMMI ~SION EXPIRES DECD 2 ~ 006
Page 3 of 3 Pages
13Y ~fv~
I CERTIFY THAT THE PRECISE RES IDEf:CE OF THE WITHIrI NAt~^ED GRANTEES I S 6701 BOULEVARD EAST,
\JEST NEl9 YORK, NEI'I JERSEY.
MARK C. GARBER
ATTCRf•JEY FOR GRANTEES,
II N0: 21094 G THIS IMDENTIIRE, r1ADE THE 2(JTH DAY OF DECEFBER, IN THE YEAR OF OIIR '
DEED d LORD ONE THOUSAND NINE HUNDRED AND FORTY-EIGHT.
~, H, F. BURGETT, ET UX BETFIEFrI H, F, BURGETT AND V. BLANCHE BURGETT, HIS V'IIFE, OF THE TOWN
'. TO, 4 SHIP OF DICKINSON, COUNTY OF CUAJBERLAAID ANC1 STATE OF PENNSYLVANIA,
LYNN J, FRICK, ET UX 4 PARTIES OF" THE FIRST PAF.T, HEkEINF,FTEP, CALLED THE GRANTORS, APJD LYNN J,
CONS; $51.00 4 FRICK AND CLAE R, FRICK., HIS WI~Ea„~LSO OF THE TOV1NShIP OF DICKINSON,
IOC: DICKINSON TWP, 4 COUNTY' Nr1D STATE AF"ORESN.ID, PA'2TY OF TFIE SECOND PAP,T, hEVT= INAFTEk
OATD: DECEMBER 20, 194 ES 4 CALLED THE GRHHTEES; OF THE SECOND PART:
I~ ENTD; DECEMBER 21, 1945 4 V~ITNESSETh, THNT THE SAID PARTIES OF THE FIRST PART, FOR F,tD Lrl
- CONSIDEP,ATION OF THE SlIA1 OF ONE & NO~SOD 01,00) DOLL AP. LAWFUL A10NEY
OF THE UNITED STATES OF NP,ERICA, WELL ANU TRULY PAID BY TFE SAID PARTY OF" TF'E SECOND PART TO THE
~ SAID PARTIES OF THE FIRST PART, AT P.NU BEFORE THE bEALINC, AND DELIVERY OF THESE PFJESENTS, TFIE
RECEIPT WFIEREOF IS HEP,EEN ACF;NOWLEDGED, GRANTED, BAkGAINED, SOLD, ALIENED, ENFEOPFE.D, PE LEASED,
CONVEYED AND CONFIRf`EU, APJD BY THESE PkESE.NT5 DO GRNNT, BNkC.Altl, SELL, ALIEN, ENFEOFF, RELEASE,
i
'~ CONVEY APID CONFiRf1 UNTO TFIE SA10 PA•Tl"IE;i OF lFE SECOND FART, TFiEFR FIE.If7S F~PlG AS:iICNS,
~~ ALL THAT CERTAIN LOT OF GROUNG SITl1NTE IN THE. T9VVNSHIP 0~ DICFINSON, COUNTY OF CUMBERLAND
' ANC) STATE OF PENNSYLVANIA, BOUNDED ANU DESCkIBED AS FOLLOVIS;
BEGINNING AT A POINT ON THE SOUTFIERrJ SIDE OF THE COVE;;J'OR RITNER HIGHWAY AT LINE OF LAND
' OF LYNN J, FRICK AND Gl_AE R. FRICK, HI:; WIFE; THENCE IN A SOUTHERLY I~IkECTION BY LNJD OF LYNN J.
FRICK AND GLAE R. FRICK, Ills VII FE A UISTANDE OF THREE HUIJUREU (300) FEET TO A STAKE; THENCE IN A
`NESTERLY DIRECTION GY LAND OF H, F, BUR(.ETT A DISTANCE OF TNENTY FIVE (25) FEET TO A GT.W.E; TFILNCE
IfJ A NORTHERLY DIRECTION BY OTHER LNtID OF SAID H, F. BURGETT A DISTANCE OF THREE HIINORED (3(10)
FEET TO THE SOUTHERFI SIDE OF THE GOVERNOR RITNER HIGHWAY; THENCE IN AN EAS'iERLY DIRECTION ALONG
THE SOUTHERN SIDE OF TFIE GOVERNOR RITtJER HIGHWAY A DISTANCE OF TYIENTY FIVE (25) FEET TO THE PLACE
!~ OF BEGINNING,
IT BEING A PART OF A LARGER TRACT OF LitND WFIICH EDWARD P. 9,1KGETT, Al_SD Y,N(tVlN AS PHILIP E, it
BURGETT, WIDOWER, BY HIS DEED DATED THE IST DAY OF" AP~21L, 1914, ANU RECORDED IfJ THE OFFICE OF THE
RECOF2DER OF DEEDS IN ANU FOR Cl'FSBERLNND C ~IJNTY Ifl DEED BOOK "D", VOL. 8, PAGE 9H, GRAPJTED APJD
' CONVEYED UNTO HUGH F. BIIftC;ETT, ONE OF TVIE GRANTORS HEREIN,
TOGETHER kVITH ALL AND SINGULAR, THE Bl11LDIPJGS, IMPROVEFIE"JTS, WOODS, WAYS, F21GHi5, LIBERTIES
PRIVILEGES, HEr~DITArJENTS AND APPURTENANCES, TO THE SALJE EiELONGING, OK ICJ Ar1YYdISE APPERTAItJING,
AND THE REVERSION AMD k~-VERSIONS, kErIAINUER AND RErdAINDERS, RENTS, ISSUES AND PROFITS THEREOF, ANC
OF EVERY PART, AND PARCEL THEREOF; ANO ALSO, ALL THE ESTATE, f21GHT, TITLE, INTEREST, P12oPERTY,
I POSSE9510N, CLAIM AND DEMNtJD WHATSOEVER, 80TH IN LAW ANU EOl11TY, OF THE SAID PARTIES OF THE FI~Z,9T
PART, OF, INTO OR OUT OF THE SAID PREP415E5, AND EVERY PART AND PARCEL THEREOF, 1YITH THE APPURT-
ENANGES;
TO HAVE AND TO HOLD THE SAID PREPJISES, VIITH ArJO SINGULAR TFIE APPURTENANCES, UNTO THE oAID
' PARTIES OF THE SECOND P~U2T, THEIR HEIRS AND ASSIGJJS, TO APJD FOR THE ONLY PROPER 115E, BENEFIT AND
BEHOOF OF T4SE SAFD PANTIES OF THE SECO'JU PART, THEIR HEIRS AND ASSIGNS FOREVER. .
ANU THE SAID P;>RTIE OP THE FIRST PA 7T, THEIR HEIRS, EXECl1TOR5 APJD ADh11NISTf2ATORS, 00 8Y
I THESE PRESENTS,COVErlANT, GR,1NT ANU AGREE, TO ANU IVITH THE :>AID PARTIES OF THE SECOND PART, THEIR
HEIRS AND ASSIGNS FORFVEit, THAT THE :;AID PARTIES OF THE FIRST PART, THEIR HEIRS ALL AND SINGULAR
THE HEREDITAMENTS ANU PREPAISE5 HEF2EIfJ ABOVE QESCRIBEU ANU GRAPJTED OR 61ENTIOfJEU, AMD 111TENOED SO
~~I TO BE, WITH THE APPIIRTENNtICES, UNTO THE S,UD PARTICS OF THE SECOtlD PART, THEIR HEIRS Ar1U 11SSIGNS,
AGAINST THE SAID P,12TIE:i OF THE FIRST P1.(T ClN(1 TIJFIR HEIRS, AGAINST ALL AND EVERY OTHER PERSON OR
PERSONS VIHOMSOEVEIi, LAVVFJILLY CLAIMItJG 02 TO CL,11f1 THE: ,JALIE OR ANY PART THE HE OF, SFIAI_L M!U WILL,
~, BY THESE PRESENTd, IVARILINT ANU FOREVER UEFLPJU,
IN WITNESS WHERE:IF, THE tiAID PARTIES Of' THE F"IRST PART TD TVIEsE PRE SEPJTS HAVE: HEREUNTO sET
~ THEIK HANDS ANU SEALS, DATED THE DAY AtJU YENR FIRST ABOVE URITTEII.
SIGNED, SEALf_D AND DELIVERED Hl1GH F, Dt1RI~~ETT (SEAL)
IM THE PI2ESE:NCE OF:
H, F, Bl1RGETT (JitEdl_)
NATHRYPJ E, vJIIITCOMB ~~, pLgNCFIE Bl1RGETT (SEAL)
JEAN L. BRAIIGHT
~ -~
~~:
STATE OF PENrISYLVANIA )
SS;
;OUNTY OF CUA4BEP,LAND
ON TF IS 20TH DAY OF DECEMBER IN THE YEAR ONE ThIOUSMlD NINE HUNC'RED AND FORTY-EIGHT BEFORE
1E DEPUTY PROTHONOTAPY THE UNDERSIGNED OFFICER, PEKSOtJALLY APPEt.REG FIUGH F, BURCETT AND V. BLANCHE
SUROETT KNOYlN TO NE (OR SATISFACTORILY PRO\'EN) TO BE TF!E PERSONS WFIOSE tJA~iE ARE SUEtSCPIBEO TO
'HE WITHIN INSTRUMENT, AND ACKNOYILEDC'EU THAT THEY EXECUTED THE SAf`sE FOR THE PURPOSE THEREIN CONT-
\INEU, AMF~ UE~IP,ED TFiE SAp'E ~!IGF!T BE RECORDED AS SUCH,
IN YJITNESS YIF!EREOF, I HEREUNTO 5ET tM HAND AND OFFICIAL SEAL.
• KATFi~t'r~~~lflHkJ TCOMB
DEPUTY PROTHONOTARY,
CQ~J61, EXPp~IST, t,-tOr;, OF
~'='t1AN .. 1950
I HE REEsY CERTIFY TF'AT THE PRECISE P,ESIDENCE OF TFIE WITHIN GRMITEE IS R, D, ;<C~j, CAF2LISLE, PA.
HUGH F. ESURGETT
~, ros
AUGHEN
REALTOR E R A
Carlisle Office
1068 Harrisburg Pike
Carisle, PA 17013
(717) 243-8080
(717) 697-2240
(717) 243-0268 Fax
COMPARABLE MARKET ANALYSIS
FOR
THE ESTATE OF GLAE R. FRICK
2304 Ritner Highway
Carlisle, PA 17015
PREPARED BY: THOMAS W. LINDSEY
JACK GAUGHEN REALTOR ERA
1068 Harrisburg Pike
Carlisle, PA 17013
THIS ANALYSIS HAS NOT BEEN PERFORMED IN ACCORDANCE WITH THE
UNIFORM STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE WHICH
REQUIRE VALUERS TO ACT AS UNBIASED, DISINTERESTED THIRD PARTIES
WITH IMPARTIALITY, OBJECTNITY AND INDEPENDENCE AND WITHOUT
ACCOMMODATION OF PERSONAL INTEREST. IT IS NOT TO BE CONSTRUED
AS AN APPRAISAL AND MAY NOT BE USED AS SUCH FOR ANY PURPOSE.
Your Leader for Exceptional Real Estate Service
selling • buying • financing • settlement • title • insurance
Owned And Operated By NRT Inc.
www.~gr.com
COMPARABLE MARKET ANALYSIS
FOR
The Estate of Glae R. Frick
Date: October 29, 2009
Subject Property: 2304 Ritner Highway, Carlisle, PA 17015
Parcel # 08-09-0525-008
Assessment: $86,280.00
Lot Size: 1.52 acres
Deed Reference: 0013Y-00497
Square Footage: 1104
Special Notes: The property is beyond repair. Has no well, no foundation, all
mechanical and electrical systems need replaced, needs new septic system. Therefore,
based upon the enclosed most recent sales and the current market conditions, it is my
professional opinion that the value of the subject property is in the land.
Price Range: $32,000 to $36,000.
This price range is strictly an estimate and I cannot guarantee that the property would sell
at the above range. Furthermore I have no personal interest in the property.
Respectfizlly,
Thomas W. Lindsey
Associate Broker Lic # AB 061531 L
JACK GAUGHEN REALTOR ERA
Office 717-243-8080
Cell 717-580-2820
timberland County PA
ess Candidates Parcels Counties
Minor Hydro 2007 Orthophotography
mercial
_. _.
,Red: Band_S
Major Hydro Green: Band_2
corparated Towns
Blue: Band_3
Water Bodies
19
•--- Minor Road
---State Road
interstate
led Results for Parce108-09-0525-008. in the 2004 Tax Assessment Database
08 ~
08-09-0525-008.
2304
RITNER HIGHWAY
FRICK, GLAE R
R
1104
30590
55690
86280
1.52
1
0013Y-00497
1941
02/08/2006
A
Builder:
Parcel # 123
Owner Name
Owner Phone
Lot Dimensions
Acres 1.33
Approx Wooded Acres
Approx Tillable Acres
Approx Pasture Acres
Listing Office REAL ESTATE EXCEL
Listing Agent JAMES COLLINS, BROKER
Listing Agent 2
Listing Agent 3
Directions
MLS # 10103791
Address LOT 10 WATSON DR
City Carlisle
County Cumberland
Municipality West Pennsboro
Subdivision CROSSROAD SCHOOL EST
School District Big Spring
Type Residential
Status Sold
Area 7
List Price $34,000
List Type Exclusive Right
DOM 350
Zip Code 17013
Associated Document 0
Map Page
Map Coordinate
Possession
Square Ft Source Owner
Lot Square Feet
Frontage Feet
Number of Lots 1
Divisible (Y/N) No
Office: (717) 258-8934
Phone: (717)386-0226
Assessment Value
Total Tax 0
Tax Year TBA
uick Links
1224 HOLLY PIKE
homes see~m.com
Buyer Agent Comm 4
Sub Agent Comm 0
Virtual Tour
CARLISLE PA 17013
TLC Trans Lic Fee 3
ROM CARLISLE, ROUTE 11 SOUTH, R/ON KERRSVILLE RD, L/ON CROSSROAD SCHOOL RD, L/ON WATSON.
Public Remarks
Agent Remarks
eatures
cceptable Financing Conventional, Cash Showing Instructions Sign On Property
urrent Use Topography Level, Partially Clear, Wooded
of Description Rural Development Status Deed Restriction, Site Plan Approved
latertront Water Well Required
ewer Perc Approved Approved Septic
tilities Cable Available, Electric, Telephone Available Documents Available Boundary Survey, Perc Test, Site Pla...
oad Frontage Township Road Restricted/Easement Deed Restrictions
it Improvements Cleared Location Rural
ccess Public Road Road Surface Macadam
cres 1 Ac Less Than 2 Ac Zoning Residential-Single Family
iternet Yes, transfer
~Id Information
:fling Office REAL ESTATE EXCEL Sold Price $32,000
~Iling Agent JAMES COLLINS, BROKER Contract Date 6/9/2005
-Id Date 10/14/2005 DOM 350
Information provided is deemed re/iab/e but not guaranteed. 10/29/2009 09:07 AM CST
MLS # 10103787
Address LOT 11 WATSON DR
City Carlisle
County Cumberland
Municipality West Pennsboro
Subdivision CROSSROAD SCHOOL EST
School District Big Spring
Type Residential
Status Sold
Area 7
List Price $34,000
List Type Exclusive Right
DOM 350
Builder:
Parcel # 123
Owner Name
Owner Phone
Lot Dimensions
Acres 1.35
Approx Wooded Acres
Approx Tillable Acres
Approx Pasture Acres
Listing Office REAL ESTATE EXCEL
Listing Agent JAMES COLLINS, BROKER
Listing Agent 2
Listing Agent 3
E Directions
Zip Code 17013
Associated Document 0
Map Page
Map Coordinate
Possession
Square Ft Source Owner
Lot Square Feet
Frontage Feet
Number of Lots 1
Divisible (Y/N) No
Assessment Value
Total Tax 0
Tax Year TBA
uick Links
Office: (717) 258-8934 1224 HOLLY PIKE
Phone: (717) 386-0226 homesa~seeiim•com
Buyer Agent Comm 4
Sub Agent Comm 0
Virtual Tour
CARLISLE PA 17013
TLC Trans Lic Fee 3
ROM CARLISLE, ROUTE 11 SOUTH, R/ON KERRSVILLE RD, L/ON CROSSROAD SCHOOL RD, L/ON WATSON
Public Remarks
GREAT BUILDING LOT WITH SOME WOODS. CLOSE TO MAJOR HIGHWAYS. USE YOUR BUILDER OR OURS. BUYER TO REIMBURSE SELLER A
$400 RECREATIONAL FEE ASSESSED BY WEST PENNSBORO TOWNSHIP. VERY LITTLE DEED RESTRICTIONS IN THIS SUBDIVISION. DEED
RESTRICTIONS, PLOT PLAN, PERC RESULTS AND SPECIAL ADDENDUM CAN BE FOUND ON HYDRA.
lent Remarks
Features
Acceptable Financing Conventional, Cash Showing Instructions
Current Use Topography
Lot Description Rural Development Status
Waterfront Water
Sewer Perc Approved Approved Septic
Utilities Cable Available, Electric, Telephone Available Documents Available
Road Frontage Township Road Restricted/Easement
Lot Improvements Cleared Location
Access Public Road Road Surface
Acres 1 Ac Less Than 2 Ac Zoning
Internet Yes, transfer
Sold Information
Sign On Property
Level, Partially Clear, Wooded
Deed Restriction, Site Plan Approved
Well Required
Boundary Survey, Perc Test, Site Pla...
Deed Restrictions
Rural
Macadam
Residential-Single Family
Selling Office REAL ESTATE EXCEL Sold Price $32,000
Selling Agent JAMES COLLINS, BROKER Contract Date 6/9/2005
Sold Date 8/24/2005 DOM 350
Information provided is deemed reliab/e but notguaranteed.
10/29/2009 09:07 AM CST
„~
Builder:
;I # 123
er Name
:r Phone
Dimensions
~s 1.54
~rox Wooded Acres
~rox Tillable Acres
~rox Pasture Acres
ng OfFce REAL ESTATE EXCEL
ng Agent JAMES COLLINS, BROKER
ng Agent 2
ng Agent 3
MLS # 10103785
Address LOT 12 WATSON DR
City Carlisle
County Cumberland
Municipality West Pennsboro
Subdivision CROSSROAD SCHOOL EST
School District Big Spring
Type Residential
Status Sold
Area 7
List Price $36,000
List Type Exclusive Right
DOM 216
Zip Code 17013
Associated Document 0
Map Page
Map Coordinate
Possession
Square Ft Source Owner
Lot Square Feet
Frontage Feet
Number of Lots 1
Divisible (Y/N) No
Assessment Value
Total Tax 0
Tax Year TBA
uick Links
Office: (717) 258-8934 1224 HOLLY PIKE
Phone: (717) 386-0226 homes@seejim.com
Buyer Agent Comm 4
Sub Agent Comm 0
Virtual Tour
CARLISLE PA 17013
TLC Trans Lic Fee 3
u~rec~wns
ROM CARLISLE, ROUTE 11 SOUTH, R/ON KERRSVILLE RD, L/ON CROSSROAD SCHOOL RD, L/ON WATSON.
Public Remarks
GREAT BUILDING LOT WTfH SOME WOODS. CLOSE TO MAJOR HIGHWAYS. USE YOUR BUILDER OR OURS. BUYER TO REIMBURSE SELLER A
$400 RECREATIONAL FEE ASSESSED BY WEST PENNSBORO TOWNSHIP. VERY LITTLE DEED RESTRICTIONS IN THIS SUBDIVISION. DEED
RESTRICTIONS, PLOT PLAN, PERC RESULTS AND SPECIAL ADDENDUM CAN BE FOUND ON HYDRA.
Agent Remarks
Features
Acceptable Financing Conventional, Cash Showing Instructions Sign On Property
Current Use Topography Level, Partially Clear, Wooded
Lot Description Rural Development Status Deed Restriction, Site Plan Approved
Waterfront Water Well Required
Sewer Perc Approved Approved Septic
Utilities Cable Available, Electric, Telephone Available Documents Available Boundary Survey, Perc Test, Site Pla...
Road Frontage Township Road Restricted/Easement Deed Restrictions
...Lot Improvements Cleared Location Rural
Access Public Road Road Surface Macadam
Acres 1 Ac Less Than 2 Ac Zoning Residential-Single Family
;Internet Yes, transfer
Sold Information
Selling Office REAL ESTATE EXCEL Sold Price $32,000
Selling Agent JAMES COLLINS, BROKER Contract Date 1/26/2005
Sold Date 2/28/2005 DOM 216
Information provided is deemed reliable but not guaranteed. 10/ 29/ 2009 09:07 AM CST
~111CX~i ~~~N~
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888)502-4349
Fax (302)934-2955
November 12, 2009
Manson Deardorff Williams Otto Gilroy & Faller
Law Offices
10 East High Street
Carlisle, PA 17013
Re: Estate of: Glae R Frick
Social Security:204-03-0051
Date of Death: October 16, 2009
Dear Sir or Madam:
Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the
following:
Type of Account
Account Number
Ownership (Names o, fl
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
413437
Glae R Frick, Lynn J Frick
09/01/67
$ 5,874.72
0.00
_....
$ 5,874.72
please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please provide
us with an account nwnber and/or name of any possible joint acxount holder. For any additional information on the
above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact
our Stonehedge Branch, 960 Walnut Bottom Road, Carlisle PA ,17013. Olfice # 717-240-4524.
Sincerely,
`-
Norissa Sears
Adjustment Services
JAN-07-2010 10 40 AM
Pr11d~Ii~lA~
November l 8, 2009
Robert P. Yockin
The Prudential Insurance Company of America
150 Corporate Center Drive, Suite 105
Camp Hiil, PA 17011
Re: XXXX-0033
Glae R. Frick
Dear Mr. Yockin:
Prnco SacorldaA,1J.C
COMMAND Service Center
PO Sax 15070
New Brunswick, NJ 08906.507D
i8001235-7837
www.prudential.com
P. 2
Per your request, we are confirming the baianee on the above-referenced~Pruco Securities Account, Our
records indicate that as of 10/16//2009, the value of this account was;
e:-tmen
MHCAX
Money Market
Total Portfolio Value
har~ce
12,153.987 $5.57
141.4)0 $1.00
Ina
$67,647.70
$141.41
$64,839.11
If you have any questions or need additionai information, please contact the COMMAND Service Center at
(800) 235-7637, Customer Service Representatives are available to assist you between 8:30 a.m. and 7:00
p.rri. ET, Monday through Friday.
Sincerely,
~`~'-G
John Twomey
Registered Principal
Pruco Command Operations
Fruco Securities, LLC
EJH
~\~ a,~o
r
Securltles products and servlees are offered through Pruco Securities, LLC, 7S1 Broad Street, Newark, New Jersey 07102-
3777, member SIPC, a Prudential Financial company. Prudential, Prudeatlai lF'Inanclai and the Rack logo are registered
service marks of The Prudential Insurance Campaay of Amerlea, Newark, NJ and !ts Affiliates.
A registered prinelpal of Pruco Securities, LLC.