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HomeMy WebLinkAbout02-01-11 (2)],5056~,p1[l], IX (01-10) t' ~ "~~ i ~~Q , OFFICIAL USE ONLY _„_ PA Department of RevenuQ ~ CQUMy Cvde Year t=ile Number Byu~reau~/ofIndividuat Taxes I_ V BOA L01.1~01 - INHERITAt11CE TAX RETURN ,4 E r• ,, ~ ~ ~~ ~-- Harris~tjrg, PA 1'7x28-t36o1 ~ ., E~ESIDEi\[T DECEDENT -~ ~ ~. ENTER DECE<~ENT INFORMATION BELOW S_ ociat Security Number Date of Death MAADDYYYY Date of ~irtft MAdDDYYYI' '! 92-30-7432 02/02/2010 02101 / 1940 Decede_nt's Last Name Suffer Decedent's First Name MI Frey ~ Robert N (If Applicable) Enter Surviving Spouse's Information Below Spouse's last Name Suffix Spouse s First Name MI Frey Kathleen S Spouse's Social Security Number THIS it~'URN ayUST BE FILED IN DUPLICATE Wi1rH THE 175-34-14~T7 R~C'aISTER dF WIL,hS k71.L INAPPROPRIATE OVALS BELOW ~ - ~ 1. Original Return - d 2. Supplemental Retr~rn O ~. Rematnd~r Return (dat+~ of death prior to t2-13-82) p d. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Rat+um Required - death after 12-32-82) 6. Decedent Died Testate O 7. Decedent flAa+ntained a Living Trust ~___ 8. Toter! Number of-Safe C~epos~ Saxe:3 (Attarh Gopy of WiN) (Attach Copy of Trust) O 9. Litigation Pr,~caeifs Received Q 14. Spousal Poverty. Credit (date of death C~ 11. Election to tax under Sec. 911$(A) - between /2-31-91 end t--1-95) {Attach Sch. O) CORRESPI~IDENT - THIS SECTIpN MUST 8E COIIPI.ETED. ALL CORIiESFONDENCE AND CONFlDENTIAL TAX INFORMATION SE~I)LD BE DIRECTED T0: Name Claytime Telephone Number Melissa 1'_ Tanguay, Esq (~~71 ~a4_nAnt~ ---~-~ First line of address Aborn 8. Kutulakis, LLP ~eonrid Jine of-address 2 West High Street City or Port Office Carlisle Correspondent's e~naD address: mpt _abomKUtutalcls.C.Om Under penalties a( perjury, l declen9 th8t 1 have examined this return, including 8 it is -true, correct and complete. Dedara8on of preparer er than the personal SIGNATURE OF PERSON RESPONSIBLE FO&171?~G R)=TURN ,i State ZIP Cade PA 17013 . ~ ~.~a REGISTER OF Z~1~~1~E ON 4 J..~ n1 .~.._ c ~ ~ "-} . ~- - ~_.. = . . .: ~: ~ ~~ ~:~ - DATE FILED+ wt~ -rt-~ ~=~ ~j ~ ..i ~. " -, j -._ '-~ ~? -r-~t schedules an3 staternenfs, and ito'the best of my knowledge and belief; e is based pn aA information Of which prepares has any knowledge. _ -_~ __ D TE ~ ADDRESS ~ 1 17720 E~ruoe Avenue, Niante Se o, CA 950 ,~ SIGNATURE 4F' F'REPARER OTHE 'FH.411~ Pl2ES~NrrATIVE DATE ADDRESS 1 ~ ' 2 West High Street, Carlisle, PA 17013 ~ r. ~- - - PLEA$E USE ORIQNAt. FOI<t11A OMLY Side 1 15©56],01Q~, 1505610101 J 1 1505610105 ~1 REV'-1 Ei00 EX Decedent's Social Security Number Decedent's game: Robert N. Frey 192-30-7432 _____- _ J RECAPITULATION 1. Real Estate (Scl~E~dule A). 1. 0.00 2. ................................... Stocks and Bonds (Schedule B) .. 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00 4. 9 9 ( ) ....................... Nlort a e.. and Notes Receivable Schedule D 4. 0.00 5. Cash, E3ank Deposits and Miscellaneous Personal Property (Schedule E).... 5. 48,621.85 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00 7. Inter-Vivo.., Tran_, ers & Miscellaneous Non-Probate Property c+ O Separate Billing Requested.. (Schedule G) 7. 51 667..00 8. Total Gross Assets (total Lines 1 through 7) ....................... ... .. 8. 100,288.85 9. Funeral E;s:penses and Administrative Costs (Schedule H) ............. ..... 9. 23,670,87 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........ ..... 10. 810.81 11. Total Cleductions (total Lines 9 and 10) ........................... ..... 11. 24,481.68 12. Net Value of Estate (Line 8 minus Line 11) ........................ ..... 12. 7 5,807.17 13. Charitable and c;overnmental Bequests/Sec 9113 Trusts for which an elec;tior~ to tax has not been made (Schedule J) .................. ... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. ..... 14. 75,807.17 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line '14 taxable at the spousal tax rate, or transfers under Sec. 9116 (<~)(1.2> x o 0 74,907.17 15. 16. Amourt of Line 14 taxable at lineal rate x .0 45 900.00 16. 17. Amourt of Line 14 taxable at sibling rate x:.12 17. 18. P,mour~t of Lir7e 14 taxable at collater;=~1 rate X .15 18. 19. TAX DUE .. ................................................ .. 19. 20. FILL Ind THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0.00 40.50 40.50 O Side 2 =L505610105 15056101,05 J REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Robert N. Frey ---- STREETADDRESS 1 Laughlin Mill Road CITY 'STATE= Z'.IP Newville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill ins oval on Page 2, 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) 40.50 0.00 0.00 40.50 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCM(S 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ [] c. retain a reversionary interest; or ........................................................................................................................ [] ~] d. receive the promise for life of either payments, benefits or care? ..................................................................... [] ~] 2. If death occurred after Dec. 12, 1982, did decedent transfer property within orle year of death without receiving adequate consideration? ............................................................................................................. ^ ~] 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ ~] 4. Did decedent own an individual retirement account, annuity or other non-probate property, which conlains a beneficiary designation? ...................................................................................................................... ~] ~] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF Tf~E RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent C72 P.S. X39116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still ap,~licable even if the surviving spouse is the only beneficiary. For dates of death on or aftEr July 1, 2000: • The tax rate irnposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the ~~se of a natural parent, an adoptive parent or a stemparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [~2 P.S. §9116(a)(1)]. • The tax rate imposed orr the r~E;t value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling i;; defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-i5o8 EX+ I;i~.-lo) ~ pennsyl~ania DEPARTMENT OF I;EVENIII= INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Robert N. Frey 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. If more space is needed, use additional sheets of paper of the same size. ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TF~1X RETURN RESIDENT RECEDE\IT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ---- - ESTATE OF FILE NUMBER Robert N. Frey This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY NCL'JDE i RE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND _ T!1E DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. _ DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST E;~(CI_USION (If APPLICABLE; T~~XABLE ~~ALUE I. Fidelity 401 K. Beneficiary: Kathleen S. Frey (surviving spouse) 40,943.00 100 40,943.0 2 IBM Pension Plan, E3eneficiary: Kathleen S. Frey (surviving spouse) - $903.92/rrion~:h for life to beneficiary, total value unkown 100 3 Prudential Life Insurance, Beneficiary: Kathleen S. Frey (surviving spouse) ----- 10,274.00 100 10,724.0' TOTAL (Also enter on Line 7, Recapitulation) $ 51,667.00 If more space is needed, use additional sheets of paper of the same=_ size. E'~J-1 "41.1 =. ~ Pennsylvania SCHEDULE H DEPARTMENT OF' RE_l!ENUE FUNERAL EXPENSES AND IN"EkI7aNCE_ TAx Fu_TURN ADMINISTRATIVE COSTS RESIDEfJT DECEDEPdT ESTATE OF FILE NUMBER Robert N. Frey Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPEfJSES: I' Funeral 9,960.69 Headstone 6,500.00 B. ADMINISTRATI\/E COSTS: 1. ?ersonal Representative Commissions: 0.00 !Vame(s of Personal Representative(s) SUZanne E. Frey 'street Address 17720 Bruce Avenue ::ity Monte Sereno state CA zIP 95030 ~r'ear(s` Commission Paid: n/a 3,250.00 2. ,Attorney Fees: 3. Farnily Exemption: (If decedent's address is not the same as claimant's, attach explanation.) ?,500.00 ~:;laimant Kathleen S. F~ _ :>treet Address 1 Laughlin Mill Road :;ity Newville _ _ _ _ __ __-_ _ state PA zIP 17241.- =telationship of Claimant to Decedent Surviving Spouse 4• Probab.~ Fees 460.18 5. Accour~tanr Fees: 0.00 6. Tai: Returr Preparer Fees: 0.00 7. TOTAL (Also enter on Line 9, Recapitulation) I $ x'3,670.87 If more space is needed, use additional sheets of paper of the same size. r erns lvania SCHEDULE I p y 7EPARl'MENT OF REi'JENUE DEBTS OF DECEDENT, INFiERI~AN(:E TE:~~ ~E.TURN MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Robert N. Frey ___ __ _ . Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expens~as. If more space is needed, insert additional sheets of the same size. RE __S ~ Pennsylvania SCHEDULE a DEPARTMENT O~ REVENUE INHERITANCE TAX RETURN BENEFICIARIES f2ESIDEIVT CECEDENT ESTATE OF: FILE PLUMBER: Robert N. Frey ____ __ __ RELATIONSHIP TO DECEDENT AI~lOUNT CR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I T4XABL= DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1~ k;athleen ~. Frey surviving spouse 100% ~?. Robed: Carter LE;e Frey (misc. personal property named in Will) son 0 ;i. E3enjarnin Thomas Frey (misc. personal property named in Will) grandson 0 4. Samuel John Frey (misc. personal property named in Will) grandson 0 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPF;OPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1-`i00 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. - fast 1Nil~ and Testament of ____ - ~ ,"" I, ~~'~~_ _~ _~_C ~ -'~_~ -~~c_~~~~--- ,whose address ~s __~ ~~~ ~~~-~ ~ ,~ ~i y( -~~~.~ ,~~ _ ~~ _~ ~ , . _ ~. ~`,~~~~,i,1~,%_ ,t ~,~ __~,:.~ ~/~ _ ____- , declare ihat this ~s m~~ Last ~~lil and Tes~.an~ent and I revoke all prc~~i~~i_~s ~~"ills. ;~ _ ,--, "~ 5 My r»arrtal status ~s th~.,~~t .~~G~! _ ~ ~_/1_~~~~~_. al"~__ L.~/~~ ~ _~!7~L 1 have. ~~' phi d(ren) livil~g. My cllild(ren)'s names, addresses, and birth dates are as ~~~11«~~~s: ..7 ~~/~~ ~ ~ ~ f . ,_ r~ ~/ i -, I have ~____ ~~randchild(ren) living. My grandchild(ren)'s names, addresses, and birth dates are as fi;~Ilows: _ ~ ~? . ~ _. ~~._..~ pa~7Fe ~ oil _ p~ <r~.~s Testator-s initi~~ls -~- -- ~NOVA K307 Will w/C;hildrans Tfl1ST Pg. l (02-09) I male the f~ollo~~~in~~. ~~-~tcific ~~if~ts: ~C ~, ,:, ~ f ~; ~ ~- z. ~~~ =~~.~ ~~~; ~~ - ~/~~ ~C ,/ / ,; ~ f ~ c~ ~~' ~,~~ G~ ~;~ `~~~ ,~s- ~ ' / ~_ ; J / l e G~ :~~ I'~ f ~ ~ __, ~ / ;~ ;- ,/ ~ _ . -~ ~ r ,. ~. - i ~ ~r ,~"? ~,~-c.' ~j ~~ ~-Z t~C ~ G t--~' ~Z'/~ 7~~~(C.._- `-~~ jC.~ f (,s ~~~r ~ c~ ~ ~'~i~ ~ ~~~ ~~ .~~ - 'J' ~ ~ '~ ~ _ r , ~ / r i C/ ~j - ~ : ' ~ r /. _ ` C; /~' (~ ~ l C~ ,f > LG • ~~ ~-- "~ tee: T ~~ = ~~~->~.,, J ; ~ ~ %J ~ fi t~ ., . ~~f ~ J r j/ ~~' I give all the ~st of m~a property, whether real or personal, wherever located, to ~~~~~~ _,~L - ~ C~z---= _ my_ ~~_./~' _ ------- or if not survivii to `~ ~ --~, ~) ~, ~, ~r ~ ~ ~ .~ -~~ ' ~' i'~ rnv _~ -~- / ~/~L'" ~~ ~ All beneficiari~.s r~ame~n this will must survive me by thirty (30) days to feceive any gift under this Will. If~~any beneficiary and I >hould die simLrltaneously, Ishall be conclusively presumed to have survived that beneficiary for plrrposes of this ~~iih. N -7// . a I appor nt ~ ~ ~ ~ - - - - - --------- -- -- ~~------ as Executor, to serve ~~~ithout bond. If not survivin 7 or otherwise unable to serve, "? , . .. , I apporn~~~ ~ f ~_/_~ ,~~~~- ~, ./ - ~~ ~ - .c._- - , rlZy ~,~~ ,~_ ------ as .Alternate Elecuto~~. ~~lso to scrv~~ without bond. In addition to an}~ powers, authority, and discretion ~~ranted by law, I grant such Executor o,~~ .1lternate Executor anv and all powers to perform any acts, in his/her sole discretion and ?~~~e of ~ _ p~~~~~>5 Testator's ilziti~rls __ __ 'NOVA K307 Will w/~;hildrens Trust Pg.2 (02-09) ~;G~lThli~!t ~l?Ul~t 1p(~){'t~~~l ~i'._ it>1~ she illal~. :'lllellt ilnd CiI~ICit~lltl~_'i' t?{ 'i1`. ~,:`~l:~lf~'.. !Il~il11~.~,~~ ll:~~~}`LilCl~.'? .. _i't~,i~l'1`;I1~itl(iI1 l?~ l~i~~ L'~ti.~tL. l l ~l ~Tt1ai.~C~:l~lii '.ti i`C'~'l~~'(I 1111 1i1V ~1T1~~ l)1 111' i71111t)1' chlid~~'~n 1_ ~> t :v _ - - _ __ _ _ --- ~lti ~~nardlan C?f t11,' ~'~tl~'~t'h(~) ;~11~j pt'l~~~t',I~~t% llj~lll~,'~'~11~V :)t illy" 111111`1' tilliC~~i~:i]). Yl) ~~~1'~~1: A\it~il~tll f-}t)!l~i. ij~?~il~ 5111°~']~`li~l~~, l)1' Ull<lh~t' 117 5c~'~ ~~, ,~ I Appoint _ _-- __~ / ~ ~ n~i~ z~l~ as Alterniatc Guardian. ilisu to serve ~~-~ithc~ut bond. (i1 a~1~~iti~~1 ~~~ ~l-1v p~>~~ ors, ~lutl~~~rity, an~i ilr~~_~~~~tiu~1 ~~ranted by 1~1~~~. I ~~rant ~uc1 (~uar~Ii~ll~ ~~r _~it~t-nat~ Gual~di~in airy ~ln~i all pu~v~rs tt~ ~~~~rl-urm ilnv ~~~ts, in hisihtr ~~o~ ~Ii~~;cletion ~~n~i without co~_lrt appro~ial., ii~r the mana~e111ent and distribution ol~the ~~roperty of my piny ot~nly minor ~~hildfrcn}. if mvianv ol~mv child(re11} is are Colder __ years of a~~e, upola n~~y death, I direct that any propcrt~~~ that I dive him;` herithcm under this 1~~i11 be lead in an individual trust for n~vie~ich~ child(ren), under the ~ollc~~~~in~_ t~~crl~s. until 11e/she,! each shall reach years of a~~e. In addition, ~, .~ - (r I appoint -- ~~ , ,~~~~~_~ ~~~ ,~' ~- _ , my - ------ _ _ -x-- - ~. t-- ~' ~_ 01 /' ,d'C~~ r' ~ ' ~~ ~~~~~,Z c !'C' /`~'~ ~ ---~---- -__= ~ 2r__-z--~ , -- --~-- as Trustee of am and all required trusts, to serve without bond. 1(~l~ot survivin~~, ~>r otherwise unable to ser~~~e, then . -- . 1 appoint ~~~=~~`~ ~-~ ,°.';.~-L ~ ~~,~~:_ ~~~_..:.~. _ . , n~~y - ~%>~-~ --- ------------ ,~ ~ ~ ,, ~~ -, as Alternate Trl.l~~,te~_ als~~> to serve without bond. In addition to all powers, authority, and discretion <~~ranted ~y law, I grant such Truster or.~l,tternate Trustee full power to perform any act, in his/her sole discretion and withol.lt court approval, to distrib~,lt~ and manage the assets of any such trust. In the Trustee's sole discretion, the Trustee may dis- tribut~~~ any or all of the i~>rincipal, income, or both, of any such trust as deemed necessary Tor the beneficiary's health, suppat-t, welfare, ar+d ed~_lcation. Any income not distributed shall be added to the trust principal. Any such trust shall terminate when the beneficiary reaches the required a~~e, when the beneficiary dies prior to reach ink the required age, ~~r ~~~~~hen all trust funds have been distributed. Uhoon termination, any remainir~<~ undistributed principal and income Shull pass to the beneficiary; or if not survivin~~, to the beneficiary's heirs; or if none, t~.~ the residue of my estate. I pub ish and si~~r, tl-is ~~,_~st ~~iil and Testament.. consistin<~ oi, ~~"' t~~pcwritt~n ha<~es, o~~ ~---- -~ ~' ~~ _-- _ ,, , ?0 ~ t-~ ~ ,and declare that I do so ti~ccly. for the purposes expressed, L1,111~1~ ;i10 cOnSh'a111t i}I' i_llidlif' 111~LtenCe, and that I alll Of soLlnd Illind ailij OIL legal ~~~~~. ~ ~~ ~ _ _ _. 1 ~? Signature i~f i~estator ,-' Printed game oFTestator We. the und~rsi~_n,d. hci~,,~~ first s~i~~~rn on oath and under p~:nalt~~ tit p~~rjurv, stag,: that: ~',~?~, ~Oi_ __-- pa~?t,:'~; ~tStatol~ S IIllIlllls %a~NOVA K307 !Nils w; ~~i ~ilcir~~ ~s Trust Pg 3 ;02-09) (fin _ ~~~~~_ j C% , ?0_ IG% . in the presence ot~ all c,~ us, the abo~ e-n,~n~~ed T~:stator pub- lished and signed tl~~i~ Last Will and Testament, and then at Testator's request, al~d in Testator~~ ~~resence, ~~nd in each others presence. ~~~e gill si~~?zed below as «ritnesses, and we declare, under penalty of perjury, that, ~te~ the hest oi~our knowledge. th~c Testator signed this instrument freely, under no constraint or undue influence, an~_~ is of ~~;ound mind and legal a«e. ~~V ~__~ _ _._~ ,.. ~~ ~=~_ _ ; Si~nahire ~-~~-V~'itn~ `1 ~~ Ct. Y~ ~ t'.~= ~ r7> > ~~^~ Printed Name ~~f'G~/it~~~ss ~l ,~ v ~) Address cif `'~'itnc~,s ~;' 1 --~~ ~ I ~ 5 ~ 4- Signature of Witn~:~ss =` ,~ r"-~ Try' ~'~ ,~~ %? ~ - ~~~ ~~ ,~~~~ v~ , ~.. Printed Name of Witness #3 Address of Witness ~= Notary Ack»owled~ment State of Pennsylvania On ~ ,.fan 3 0 and Nancy E . Sm i t:h ~ ~~> County of ~~ ~ ~ ~ ~= Signature of ~~'itness =={? _(__ t _~ Printed Name of Witness #? ~~ ~ ; Address of Witness #? 7 '~ ~ Perry ?0 l~ ,the Testator, Robert Nelson Frey Edith M. Ressler Pamela :L. Ha~:~mon - _ ,the witnesses, personally came be Fore me and, being duly sworn, did state that tl~lev are the persons described in the above document and that they signed the above document in my presence as a free and voluntary act for the purposes stated. ~l~ ~~~ ,'~~ 1 S>~natu~Notarv Public ~ _ COMMONWEALTH OF PENNSYLV'AN~A Notarial Seal Zachary D. Kuhn, Notary Public Blain Boro, Perry County _ __ MY Commission Expires )an. 7, 21):t4 Member, Pennsylvania Association of Notaries Notary Public, In and fod- the County oi~ My comil~issiion expires: __ Notary Seal ?'~?«.~ - of _ __ pa<_res Testator"s initials _- _ NOVA K307 Will w/CP~ildrens T~ust Pg.4 (02-09) State of IN l-HE PROBATE COURT OF CUMBERLAND COUNTY, PENNSYLVANIA IN F;E: The Estate of Court Fife No. 21-10--012~~ ROBERT t~J. FREY, Deceased SSN: Xx:X-XX-7432 _-~, Origins! Creditor: AT&T WIRELESS Account Number: xxxxxxxxxxxxxx6779 ~-=~' ~ `'Y4~''~ :r°<< ~.-,~ ? , ~ PROOF OF CLAIM The undersigned, PALISADES COLLECTION/ASTA FUNDING, being first duly sworn on oath, states that they are the owner of the claim against ROBERT N. FREY deceased, which hereto attached, and which is. made a part hereof by reference the same as if it were fully set-out herein; that said claim i~~ lawful and justly clue; that the undersigned has personal knowledge of the sa~idi~sc.l~aim; that there is now due and unpaid on the said claim the sum of $810.81 and that all claims, c%~_ __ __ end adiustme~nts have bcc; ~ given. r Ur i~ ter, arfiant saith not. ~ ,- PALISADES COLLECTION S .A~UNDING BY: ___ ARLENE HABERVO - R presentative VATIV RECOVERY SOLUTIONS, LLC As Agent For PALISADES COLLECTION/ ASTA FUNDING P.O. Box 19249 Sugar Land, TX 77496 PH # (800) 941 - 8632. Sworn to and subscribed before me this rd day ofi June 2010 ffjj// ~.~~ Notary Public ~ .,/`'~-~"~ ~ ~ ~, ----- - --- State at Large My Commission Expires: t ,-~., s~tr LESLIE H. lVGUYEN My Commission Expires May 21, 2012 628 L.astnarne . FREY Firstaarrie ROBERT N. County CUMBERLAND `___~ MI Date of Death. 2/2/2010 ___~___ C;Itm re: PAL Status: ~___ Acccunt Number: xxxxxxxxxxxxxx6779 Client Name: PALISADES COLLECTION/ ASTA FUNDING`- C;ase~ Number: 21--10-0128 Original Creditor. ATT509 __"_i Original Balance. 810.81 Portfalia: AT&T WIRELESS _____.___ Current Balance: 810.81 Address: 1 LAUGHLIN MILL ____ ~ F;eceived 3/1/2010 ° -- 5,tate. PA NEWVILLE J PA 172 >';-~~ ~ ~~~:~~\ ~ l P'aym ants __ __ ~~`~ _ Interest ~ [_ ,Date Amount --~ Amount Direct ~~ ~~ Total 0.00 0.00 Page 1 of 1 COMI~'IO~'V1~.1~h~I'H Off' PL~,NNS'~'L~%AIOTIA COtT~2T O~~ C~~VIMO~T PL,E~~S Oh I~~~1CA5'i'h,lZ COLT?~T'~['~" O KPHANS' COUR~1, 1~-I~~7-SIOl'~T Irl thel;;si~it~~ of~: LILL~L~~3 ~VI., ~RL;Y Late o~f I~~I~.11~or ~~~o~wnship Deceased No.36oc~-•~~.r~G r~CI~NOWLEl~GN1ENT, AG~Z~:EMEl®TT AND ]EZELEA~E JC)~I1~1 I~. F~ZEY, A1Z'THUR E. I~l~~~', SUSAN E. ~1ZI~NNER., al~c~~. the ROl3E~;T N. ~~ I~EY ESTATE (hereinafter referred to as Beneficiaries), bein g the hey ~ s of LIhE~rd ~.~. ~~ ~~', t~1e a O Je named ~ eeeuen ~, and being e~11_ltled to the entire resld~.le of the above-~:~aptioned estate, do hereby acknowledge ~,_nd agree as follo~NS: ~. It is the Beneficiaries' desire to settle this estate as soon as possible ~~l~cl ~,^~ith the least an~io~lnt of cost. For this reason, Thomas L. Goodman, Esquire is herebti~:instru~~ted to proceed accordingly, without going through Court: proceedings. The Beneficiaries hereby release, reln~sf~~, quitclaim, and discharge Thomas L,. Goodman; Esq~~lire ~nci the .~~dminist.rator of and from and liability of any nature ~ti~l~iatsoeve~~ by ~~irtue ofthis estate clot hati~ing been settled through Court proceedings. ~~ . ~.'h~-~ aecountil7g set forth on the pages attached to this documentl-~as been read and is fu11v ~u~df_~rstood. Beneficiaries ha~-e recei~~ed z~r ~ re abolrt to rc,cei~~e t{ie~ 1,~<~lar~cc~ shotivn on the Sc~~'~ledule of Distribution corrtailied l~lerein. ;~. Beneficiaries intel~d to be legally he>~lt1d b~- the ~31~o~~e and illtt~tl~i t~.~ h~~lici t11~~i1' re~;~~ecti~ c~ IIe}~'~, le~~al re~~reser~tati~~es, successur~ attd ,?s5i;lls. .~. "I'llis doctllnent and an~r attachments h~l~~e 1~een t'eacl in full. l'~I~(`LT'I'E1~ this day t~f . ~~~ ~ 1c t. AIZT~E~UR E. FREY SUSAN I?. I3YZ.I~:~TN~,R ~QRI~?~.~' 1'~T. ~'~~;'Y ES'~'A'~'E By: Sl~zanne I{re~~, I~~ecutri I~GEIP'TS c~L/~~~,~lu ~Vachov~a ~anl: ~~'roc.eeds of Checl~int, ~~cct~tant) ~>i>.l?~?.i'% ~~1io~~/~1~, ~V~:~cho~ria lank (Additional Proc~~~eds ~~f Checking ~~ccoun~~) ~,:~,~;9.~~~~.~ o3/IC/7~~ Prudential (Life Insllrauce) 1~,i~f:~3~3<~- r~)~~*//1,~;~/,rj ~~lfetT,ife ~-Life ?i~s~~~'ance) ~,.-,~,~;..~~ l0~?8/.~0 l~nterline Auction Services (het Proceeds from ~~ale o~f Personal Property} ~~~~5~~6.,~,~:~ 11/~ ~~~./l0 Pr~~ceeds from Sale of Real ~ state, located at ;,308 River Koad, Conestog~.i, PA i75i~~ 118,;>3:-'_~; 'I,O'~'~L IZI~C~II'TS ~ 1 ~~ 5 ~-' ~`~ i . c~.~. L IV ~ ~lt~ L 1-'1 1 '~~ rj,1~' u7~c_>c~~ ,c~ ."Litllur I~le~. (I~eln~billseinent In 1~~. ~Yc,li~~on, "I'~~1~~~~hone Dill, ~~~.~~o; I'I'~t., Elea-trio Dill, `~~S-~.^o; ~1~'estfield Insurailcc~, I-Iolll~~c~~~-r1~~1~ Illsl.lrc~nce, ~1,32~.00; V1TOI'kman ~~unera~ 1lornc~s, Inc., fungal hill, ,~~,11~.80; Cr~~stal '~7prings, ~ti~atel~ Bill, ~~~~c~.~) l; Le~~fler E:n~ ~r~;~,-, (ail hill, ~;3; 0.39) ,~ ~,~~~?~,.~-~~ 07_/~2,/1~~~ 'E^~~achovia Baal: (Deluxe Checks) ~~~~.00 0?~1~/1~~ legister of ~'Vills, Agent (Prepayment of F'A Inheritance Tax) ~~,~~r_io.oo 03/ol/~t~~ .~~ rthur Frey (Reimbursement in re: M~_ulor 't'ownship, 2oro County 'Township Real Estate Taxes, $1,045.0; Leffler Energy, ~=;~i1 hill, ~So4.3~) ~,~;~~~,.oo 03,/o~~;'z~~ 1~~%achovia Bank (Deluxe Checks) ~zo.oo 03/31 j 70 ~'~.rthur prey (Reimbursement in re Verizon, PP&L, and Trash Bills) ~~~~f3,0,~ 0 ~; 21 j ici Arthur Frey (Reimbursement in re ti erizon, Pt'~L, and Trash Bills) ~~~~~- ~~~ ._~ ~~ o6j 22 j 1~~ ~~~'avT~le Smith (Appraisal Fee) 32;.00 o ~/~~ i 1o Penn Manor School District (2oYO-11 School R~~~al Esfate Tax) ;~,~~~5,9; 0/1.9 j -~o ~~egister of tivills, Agent (PA Inheritance Tax) -1.; o~/:'oi-io ,Thine Sheaffer (Title Search) ~~~~_a.oo O'],~2c5'j ~U _:~~rt11Ur ~h~I'C~y ~tZellllbllrsellleTlt 111 re: ~~C'r1I0i1, Pt~~`~L, and Lefler Energ_yr Bills) C~~C~~~.oc~ 0~/_~0 %~ ~~ ~'i~~~tures of House ~~~~~~ t~ ~ j `?,~ i 1 c ~ _)r~~~~- Miles (Trawl I~erllo~~al ) oy;' ~~ ~ % 1c~ 1)rc ~~~ ~liaes ('1'r~~sh Re111ov~i1) 0y/;;~.>/I~~ ~Ioe Spinello (Root Repair') io/~~;;/ 2_u .1oh11 K. Frey (Battery for Tractor) 11/ 1,-j/1 {) :~~11S~111 ~. hl'~IlIlE'1' (1/ 1'e~ll C',Sf ~ltC ~)1'OC~'C(~S ) 11j 1 ~/ i ~:~ 1 Hobert N. Frey F~state (1/3 re~la estate l~rocc~ecas) 1-~/l~,/lo John K. Frey (1/~ real estate I~roceecas) '1:~homas L. Uoodman, Esquire (Costs A~l~~anced in re: Register of Wills, Probate Fee, ~2~0.,50; ~~ ital Cheat, 2 Death Certificates for Jo~ln K. Frev> `~~.~3.00; Register of Wills Office, ~ S1-sort Certificates, $10.00; Register of Wills Office, ~'~.dditional Probate hee, ~~~S.So; Recorder of Deeds Office, Mortgage Satisfaction Recording 1~ee, ~~2.00; Nota1~~ Fee, ~~5.00) 'T'homas L. Goodman, Esquire (Attorney hee) Register of Wills Office (File Ackno~ti~le~gnlent, ~~.greement and Release) 'Y'~(JTAL DIS~URSEl~ENTS 1,?~~~.~~~:~ 1_~,.~~o ;~t),;~j10, jC~ ~ iy.0o ~~0 0~~ 15~ti~~6.5`b R1~Ct~I''IT'UL,ATION l_.L'SS: L)IS13U1~Sl.ti'1EN'I,~ ~Erl, 1 '~. •/'~~A1~1 3.1-1Lla' ,1,0 1J IJ I~I~ 11~~ V r1,Ii~~J SCHEDULE OF DIS'TRIBU'TION 'TO : J OI~N I~_.:1~~ I~I~Y C~~~h rT 0 • S tJ~l R1 ! AJ • ~~JNNIJit ~~'ash ~~O . ~hOl~J L~~'~., l~. ~~ ~4 Y '~ 1 ii1J r1,1 l~,IJ ~~ash :Debt O~~~ed to Arthur E. Frey Casl~~ Debi C~~~~ed by Robe1°t N. Frey TOT~.L 'TO SE DISTRIBU'T'ED ,~ I.~,~~or.~.~~6 11,20b., ;6 1.1,'>~~6.35 `~ (5,000.00) ~ 6,:'00.;=;5 ~1~~,?06.35 5,000.00 ~ ~ 6 206.~~5