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HomeMy WebLinkAbout95-0309~~-as-a3o9 rrr~r~r swat ~ Z This is to certify that the certificate hereunto attached is a tine and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. AUG 18 200 Date Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYL1MHIl- • DEPARTMENT OF HEALTH • VITAL RECORDS V ~ 6 $ ~ ~{ CERTIFICATE OF DEATH L A S T W I L L A N D T B STAMEN T O F E T H$ L M. F RIG A I, ETHEL M. FRIGA, of Lemoyne, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils, if any, that I have made. FIRST: It is my wish, and I direct, that after my death, my body be buried in the cemetery plot in Rolling Green Memorial Gardens, Camp Hill, Pennsylvania, and that the date of my death be placed on the existing grave marker. SECOND: All of my Estate, of whatever nature and wherever situate, I give, devise, and bequeath as follows.: .-_- A. One-third (1/3) of my Estate, in equal shares, to my brother, DONALD A. MARTIN, and to his wife, IDA E. MARTIN, both raj ~; of Palmyra, Pennsylvania, or to whichever one of them shall survive me by thirty (30) days. Should neither survive me by ~•, ~~ thirty (30) days, I give, devise, and bequeath this one-third share equally to my nephew, DONALD C. MARTIN, and to his wife, B. ^~ LOUISE MARTIN, both of Hershey, Pennsylvania, or to whichever one ~s \I of them shall survive me by thirty (30) days.. v B. One-third (1/3) of my Estate, in equal shares, to my nephew, DONALD C. MARTIN, and to his wife, B. LOUISE MARTIN, both of Hershey, Pennsylvania, or to whichever one of them shall e survive me by thirty (30) days. Should neither survive me by thirty (30) days, I give, devise, and bequeath this one-third share equally to my brother, DONALD A. MARTIN, and to his wife, IDA E. MARTIN, or to whichever one of them shall survive me by ~~~ v G~ ~` ,\ ~~ .1 V thirty (30) days. C. All the rest, residue, and remainder of my Estate I give in equal shares to those of the following of my nieces and nephews who survive me by thirty (30) days: 1. GEORGE A. MARTIN, of Mohnton, Pennsylvania; 2. NANCY L. WATSON, of Hershey, Pennsylvania; 3. DONALD D. DANNER, of Heston, Pennsylvania; 4. SHIRLEY DANNER TROY, of New Cumberland, Pennsylvania; 5. ETHEL DANNER BRENNER, of Loughman, Florida; 6. EMILY DANNER JOHNSON, of Landisburg, Pennsylvania; 7. ORVAN O. DANNER, of New Cumberland, Pennsylvania; 8. MILDRED DAVIS, of Industry, Pennsylvania. THIRD: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. FOURTH: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against L the principal of my residuary estate without reimbursement from any person. FIFTH: I nominate, constitute, and appoint my nephew, DONALD C. MARTIN, and his wife, B. LOUISE MARTIN, as Co-Executors of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of either one of them to act for whatever reason in this capacity, then I nominate, constitute, and appoint the other to act as sole Executor. Should neither be able to serve in this capacity, then I nominate, constitute, and appoint Dauphin Deposit Bank as Executor of this, my Last Will and Testament. I direct that no representative named above shall be required to post security for the faithful performance of his duties in any jurisdiction insofar as I am able by law to relieve him of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth here. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of January, 1991, on this, the third of three typewritten pages. I have also signed the left-hand margin of the first two of these pages for purposes of identification only. 1Z~~' Q ETHEL M.~ FRI~A t SIGNED, PUBLISHED, and DECLARED by the Testatrix, ETHEL M. FRIGA, as her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ~~ G ~Il . l.~crcut ~ ~ 9 A ~ ~ ~ N ~ -'~ ~ l~..e ~ /~ (~- C Gh~ w- GSA a r~ ~A ~ a U.S~S~ ~~a~r,~e___1~~~~ - 016 9 ~.`~F.~su/ ~.E7` ~..~ ,1 A C K N O W L E D G M E N T Commonwealth of Pennsylvania County of Cumberland I, ETHEL M. FRIGA, Testatrix, whose name is signed to the attached 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 expressed. ~~/7-~ ~ J Sworn or affirmed to and subscribed before me by ETHEL M. FRIGA, the Testatrix, this _~L/~L~ day of 1991. , ~ ~,1, ,~~ vG~i . Notaia Sea Lir~'a R. Ewnner, Notary Public Hartisb:~rc, pain Co:m'.y, MyCcmm;s;ion~irzrA~.x~.23, X993 Member, Pennsylvania F,ssocia5on of Notaries .. A F F I D A V I T Commonwealth of Pennsylvania County of Cumberland We, DGb r~ ~ . l.~all ~+ and 13. ~-ak~sc ~.r'r; A/ , the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that ETHEL M. FRIGA executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. ti.Qctn4 ~'. ~,1~.t- f i~ h~.i~J 1~ ///~~0~ -G.-i ~1 i~a. ~r'csb w~4 ~A ~ ao~3~ 2 (a 1(' ~ i~7`YE~PsvJ~ET _,/ Sworn or affirmed to and subscribed to before me ~,_ r ~~2L c-ri- ~ by ~Qo / ,~, ~!~~-e Cpl and ~ ~.~-r ~~ z witnesses, this ~ day of , 1991. L - Gv Nota.~a: Ssal Linda R. Eonner, Notary PubNc I~aTS.`'urg, Dauphin Counhy tviy Ccmr?scion ~x;;ir2sF~ug.23.1993 Member, Pennsylvania Associa>:on of Notaries t i .500 E)Cr (7-94) ~ 1 ~. ~ \ e 4lT ! ~~ 1~~ COM~'v10NWEALTH OF PENNSYLVANI DEPARTMENT OF REVENUE DEPT. 280601 __ HARRISB~JRG, PA 17128.0601 W ~- a_y ][ Y =oo J V d m a a ~~ y Z W y,l so sZ 00 U p- ~~ ~ ' ~ FOR DATES OF DEATH AFTER 12/31191 CHECK HERE INHERITANCE TAX RETURN PavERn CREDIT IS CLAIMED O RESIDENT DECEDENT FILE NUMBER (TO BE FILCD IN DUPLICATE 21 __- 95 0309 WITH REGISTER OF WILLS) COUNTY CODE - YEAR NUMBER .E INITIALI _ F ig Ethel M. Z CIAL CURITY NUMBER DA W 4 1-24-1252 g W C APPIIGAeIEI SURVIVING SPOUSE'S NAME (LAST, FIRST AN MI 1. Original Return ^ 4. Limited Estate Decedent Died Testate _ (Attach copy of Will) 18/95 1/14/07 E INmnq SOCIAL SECURITY NUMBI ECEDENT 5 COMPLETE ADDRESS 208 Clark Street Lemoyne, PA 17043 °°,Y Cumberland ^ 2. Supplemental Return ^ 4a. Future Interest Compromise (for dates of death after 12-12.82) ^ 7. Decedent Maintained a Living Trust (Attach copy of Trust) ra K. Wallet, Esquire 717 , 737-1300 ^ 3. Remainder Return (for dates of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 1 8. Total Number of SaFe Deposit Boxes 24 N: 32nd Street Camp Hill, PA 17011 z 0 a a Q z 0 r- a 0 U X 1. Real Estate (Schedule A) t ~ ~ y , D U U . U U '/ ~ 2. Stocks and Bonds (Schedule B) -~ ) 19 , 0 3 9 .4 8 3. Closely Held StocklPartnership Interest (Schedule C) (3 ) 4. Mortgages and Notes Receivable (Schedule D) (4 ) 5. Cash, Bank Deposits & Miscellaneous Personal Propert y ( 2 2 5 , 4 9 9 . 0 6 (Schedule E) 6. Jointly Owned Property (Schedule F) (b ) 7. Transfers (Schedule G) (Schedule L) (7 ) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous 7 5 8 5 5 4 6 Expenses (Schedule H) , 10. Debts, Mortgage Liabilities, Liens (Schedule I) 'y~ 419.6 8 , 11. Total Deductions (total Lines 9 & 10) / 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of death after b-30-94) See Instructions for Appplicable Percentage on Reverse (15) Side. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable at b°/ t { B) 334 , 038.54 (11) 26,275.14 (12) 307 , 763.40 (13) {t4) 307,763 40 x , __ o ra a (16) x .Ob = (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable of 15°/a rate (17) 3 0 7 , 7 6 3.4.0 15' 4 6 , 16 4.51 (Include values from Schedule K or Schedule M.) ~ 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (18) 19. Credits Spousal Poverty Credit Prior Payments Discount Interest + + - (t9) 2 , 308.23 20. If Line 19 is greater than line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) _ 4 3 , 856.2 8 A. Enter the interest on the balance due on Line 21A. (21A) B. Enter the total of Line 21 and 21 A on Line 21 B. This is the BALANCE DUE. (21 B) 4 3 , 8 5 6 2 8 Make Check Payable to: Register of Wills, Agent ~ ~ BESURE TO ANSWER ALL GiUESTIONS_ON REVERSE SIDE AND TO RECHECK MATH ,~ 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. 1 declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. GNAT E CERSOAI RESP yBLE FOR FILING RETURN ADDRESS . 1^'~ DATE P.O. Box 159, Hershey, PA 17033-0159 SIGNAYURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS ~ `~a -~~ DATE •Nrta 1C. Ul~..i,~..t 24 N. 32nd Street, Camp Hill, PA 17011 .~ ~ 12 (9s' I REV-1502 EX+ (12.85) ~:~~t~ ' 'j, SCHEDEILE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT - - FILE NUMBER -. Friga, Ethel M. 21-95-0309 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which prooertv would be eYe6~n~.e,a ~.e~..,ee.......at:__ ~....__ __~ _ ._.eue_ _ ~~ ..~ .. r . REV-1503 EX+ rd-86) ~` SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS AND BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT Friga, Ethel M. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION t. American Capital Enterprise Fund -A Account #1500228985 649.7410 shares (@12.38) 2, American Capital Enterprise Fund -A Account #1500124343 263.1410 shares (@12.38) 3. American Capital Enterprise Fund -A Account #251050 156.0590 shares (@12.38) 4. Vanguard Wellington Fund Account #3268340091 279 shares @ $20.81 TOTAL (Also enter on line 2, Recapitulc FILE NUMBER 21-95-0309 VALUE AT DATE OF DEATH 8,043.79 3,257.69 1,932.01 5,805.99 IS 19,OJ,~9.48 REV-1508 E%+ (2.871 SCHEQULE E CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INNERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT C[~T~Tr ~~ Friga, Ethel M, (All proporty jointly-owned with the Right of Survivorship must b~ disclosed on Sch~dul~ F) ITEM DESCRIPTION NUMBER Please Print or 21-95-0309 1. Dauphin Deposit 344 S. 10th Street Lemoyne, PA 17043 Certificate of Deposit - Acct. #8000185083 Certificate of Deposit - Acct. #8000176327 3. Money Market Account #94424160 4. Checking Account #34435913 5. PNC Bank 300 Hummel Avenue Lemoyne, PA 17043 Certificate of Deposit - Acct. #002-320-0045014 6. Certificate of Deposit - Acct. #116-320-0108175 7. Contents of House - based upon actual sale by Bricker's Auction 8. American Capital Dividend checks a. 71.47 b. 28.94 c. 17.16 9. Rebate on unidentified product 10. Blue Cross/Blue Shield Major Medical Reimbursemen for 1994 prescriptions 11. Guarantee Trutt Life Insurance Co. Refund Policy Nos.:7GUC179274 & GTA748825 - 12. Penn Treaty Life Insurance Co. Refund - Policy Nos.: H68700 & H75297 13. Reimbursement of County Taxes 14. Dauphin Deposit Bank & Trust - Refund on Safe Deposit Box TOTAL (Also enter on line 5, Recapitulation) iAttach additional 8Yz" x 11" sheets if more space is needed.) VALUE AT DATE Of DEATH 0,047.26 17,218.46 42,125.93 43,532.32 69,803.27 27,885.30 2,754.50 117.57 2.00 169.37 130.00 1,531,51 164.65 16.92 S 225, ~9. 06 REK1511 EX• ~/-88~ ~r COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Friga, Ethal M, ITEM NUMBER DESCRIPTION A• FuneroLExpenses: ~- Musselman's Funeral Home - Burial Costs 324 Hummel Avenue Lemoyne, PA 17043 B• Administrative Costs: 1• Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 1995 C. (If more space is needed, insert additional sheets of same size.) Please Rrint or .E NUMBER 21-95-0309 186-28-5470 164 - 30 - 3184 AMOUNT $3,896,00 5,000.00 ~ 5,000.00 2. Attorney Fees - Debra K. Wallet , Esquire 4 , 000.00 '~ 24 N. 32nd Street 3. Family Exemption Camp Hill, PA 17011 Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees - Cumberland County Register of Wills 476.00 Miscellaneous Expenses: ~, Copies, postage, mileage, telephone, notary - 50 00 charged by attorney . 2. Copies, postage, telephone - charged by'co-executors 50.00 3. Mileage - charged by co-executors 300.00 4. Dauphin Deposit - Purchase of additional checks 16.42 5. Aumen's paint store 15.90 b. Estate advertising: Patriot News 44.56 94 56 Co, of Cumberland 40.00 . 7. Neff Landscaping- Lawn mowing - residence 233.20 8. C.W. Fritz - Air conditioning service at residence 26.20 (see attached) TOTAL (Also enter on line 9, Recapitulation) $ 25,8 .46 Ethal M. Friga 21-95-0309 Continued from Schedule H 9. L.G. Connor -Real Estate Appraisal 10. Real estate commission -sale of 208 Clark St. 11. Realty transfer tax 12. Survey and Pest Inspection 13. Final sewer and refuse 14. PP&L 15. Bell Atlantic 16. UGI 17. PA American Water $ 255.00 '7 5,285.00 '~ 895.00 `~ 115.00 `~ 39.41 19.07 23.34 46.38 18.98 ~ REV.1512 EX+ (7-88) F:, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Friga, Ethel M. Please f~rint or FILE NUMBER 21-95-0309 ITEM NUMBER DESCRIPTION ~. Pennsylvania American Water Company 852 Wesley Drive Mechanicsburg, PA 17055 2. UGI 1500 Paxton Street Harrisburg, PA 17101 3. Borough of Lemoyne 665 Market Street Lemoyne, PA 17043 4. Bell Atlantic Harrisburg, PA 17101 5. PP&L Allentown, PA 6. West Shore Anesthesia Associates, Ltd. 890 Poplar Church Road Camp Hill, PA 17011 7. Lynn Smith Cleaning Services 8. Susan Kramer - Hair Dressing A AMOUNT 11.44 6.30 53.00 28.77 20.17 100.00 100.00 100.00 TOTAE (:,Iso emer on line 10, Recapitulation) $ 419. ( $ (If more space is needed, inser! additional sneeh of same size.) SCHE©t1lE 1 DEBTS OP DECEDENT, MORTGAt~E lIABlITIES l~ND !(ENS ~ REV-1513 EX+ (2-87) /D't.~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Friga, Ethel M. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: 1. Donald A. Martin 2122 Wexford Court Palmyra, PA 17078 2. George A. Martin 19 East Fairview Street Mohnton, PA 19540 3. Nancy L. Watson 38 West Granada Avenue Hershey, PA 17033 4. Orvan O. Danner, Jr. 438 Granite Quarry Road New Cumberland, PA 17070 5. Shirley Troy 428 Granite Quarry Road New Cumberland, PA 17070 6. Ethel Brenner P.O. Box 518 Loughman, FL 33858 7. Donald Danner R.D. #l, Box 256-B Hesston, PA 16647 (CONTINUED ON ATTACHED SHEET ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: , FILE NUMBER _ 21-95-0309 RELATIONSHIP AMOUNT OR SHARE OF ESTATE brother 1/3 nephew 1/24 niece ~ 1/24 nephew 1/24 niece 1/24 niece 1/24 nephew 1/24 AMOUNT OR SHARE OF ESTATE 0 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) I$ (If more space is needed, insert additional sheets of same size) Schedule J Beneficiaries Continuation Estate of Friga, Ethel M. 8. Emily Johnson Box 148 Lewisberry, PA 17339 9. Mildred Davis 2057 Midland-Beaver Road Industry, PA 15052 10. Donald & B. Louise Martin P.O. Box159 Hershey, PA 17033-0159 Niece Niece Nephew No. 21-95-0309 1/24 1/24 1/3