HomeMy WebLinkAbout01-0998
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of KATHRYN A. FREW
No.
21-01-998
also known as
, Deceased
Social Security No. 177-38-7608
MELLON BANK, NA, SUCCESSOR BY MERGER TO COMMONWEAL TH NATIONAL BANK
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
G]
A. Probate and Grant of Letters and aver that Petitioner( s) is/are the execut OR named in the Last Will of the
Decedent, dated and codicil(s) dates (AND IS SUCCESSOR BY MERGER
TO COMMONWEALTH NATIONAL BANK)
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child bom 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:
Name
Relationship
Residence
(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 210 BIG SPRING ROAD, NEWVILLE, P A 17241 (WEST PENNSBORO TWP)
(list street, number and municipality)
Decedent, then 90 years of age, died OCTOBER 17 , , 19~, at CARLISLE HOSPITAL, CARLISLE, P A
(Location)
Decedent at death owned property with estimated values as follows:
{if domiciled in PA All personal property ......................................... $ 210,000.00
{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... ........ ..... .............. ............ ................. ................. ........ ..................... ............ $ 21 0,000.00
Real Estate situated as follows:
Wherefor. 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:
Typed or printed name and residence
MELLON BANK NA
ATTN: DON E. MARCHIONE
P.O. BOX 7899
PHILADELPHIA PA 19101-7899
RW-1
/7-/~~
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(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 jJ:tate acc9fdinffl '7w. _
~/ ~2. ' (VZ~ y;,~
Sworn to and affirmed and subscribed - /'
before me this 30th day of
OCTOBER ~82001
7/~<"I/t'i?,()~-;;I()~
DECREE OF REGISTER
Estate of KATHRYN A. FREW
also known as
Deceased
21-01 qqR
No.
Date of Death: OCTOBER 17,2001
Social Security No: 177-38-7608
AND NOW, OCTOBER 31 ,~..QQ.L, in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters iii Testamentary a of Administration
are hereby granted to MELLON BANK, NA
((c.I.a., d.b.n.c.l.; pendente lite; durante absentia; durante minoriate)
in the above estate and that the instrument(s), if any, dated MARCH 3rd, 1987
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ....................................
Short Certificates(s) .../C/........
Renunciation ...... ..... ...............
Extra Pages (
) ...............
I. T. R. ......................................
JCP Fee .................................
Inventory ... .............................
Other.... .... ..... ........... ........... ...
TOTAL .............................$
$
270.00
$
$
$
$
$
$
$
$
30.00
6.00
5.00
311. 00
~<'<'.l( a ~1~:iI'v')~ 4,./(
Register of Ills
"(1~
Attorney: HAMIL TON C. DAVIS
1.0. No: 10264
Address: P.O. BOX 40
SHIPPENSBURG
PA 17257
Telephone: 717 532-5713
~~~
41"<:;.,q"" R~V 9/<:'>(:.
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ tIled with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
~~.'2~~~
Local Registrar
Fee for this certificate, $2.00
p
7714168
OCT 20 2.001
Date
21-01-998
Hl0S. aJ A...., 2117
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
iT
y,,-
SlATE FILE NUMBER
SOCIAL SECURITY NUMBE.R
- 38
DATE OF DEATH ,Mctlltl. 0..... ....."
17, 2001
'T
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NAME OF DECEDENT {fIr,.. Mtda4I. L_I
,.
AGE tL.. 8<tthoay)
90
BIRTHPlACE (C.1y aACS
Slale 01 F C'809" CCllJ/'IIfYl
=-',0
COUNTY OF DEATH
...
Cumberland
Ill! EllEHT'S USUAl OCCU""","
(~'=:_:;"c::::~:r
n Teacher no. Education
OECEDENT'S MA.L1NG AOOAESS (SIr.... ClfylTown. s... ZoCodeI DECEDENT'S
ACTUAl.
RESIDENCE
...........
--
11.. $I...p a
MARITAL STATlJS. Metried
Hevw ManitCl. WIc:IDwed.
--
,..Widmved
IT..W....._......Wcot PCRRoboro
.....
210 Big Spring Rd
Newville PA 17241
,..
FATHER'S NAME IF... MidcIe. L..,
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IME 0# DEATH
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DUE 10 (OR AS ACON$EOUENCE OF):
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WERE "U~ FJNCMHQS
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COMP\.E11ON OfF CAUSE
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DUE 10 (OR AS A CONSE:OUENCE Ofl:
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DUE 10 lOA AS. CONSEQUENCE OF),
MANNER OF OEATH
DATE OF fNJUAY
(Month. Oey. .,..."
TIMe OF IHJURY
IHJUAV n WORK?
DESCRIBE HOlt INJURY OCCURRED.
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-MEDICAL EXAMINER/COAONEA
On the belie of ..am'natlon and/or in"..tlgJlUon.ln my opinion. d.ath occurred at the time. da'e, and place, and due to the cau..{.. and
31.~.nner.. ....ted.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0
REGISTRAFrs SIGNATUFlE AND N
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CEln'IAUI10'lectt only anet
-cunJPYlNG ~SICIA" (F'hytoClllrl c.er1/fyln9 caused death ""'*" ~nomer ghvsc.." has p'Ol"OUnceddealn &tIO comoteled 118m 23J
To the beet of 1ft, knowledte. de... OCCunwd Clue to 11M cauae{t. and ma""',.e a.eted. . . . . . . . . . . . . . . . . . . . .
...
"1'tIIONOUHC1HQ AND CERTIFYINQ PHYSICIAN IPh~ DOlt1 ;)f~/'lClOQ ONth and cet1llY'l"9IO caUM Of deathl
To the Met of 1ft, knowte4t_. a... OCCurrM at the time. da'lI. Jlnd pIKe. and due 10 the clluM{a'.ncI mll"n.,.. .latM
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HAMILTON C. DAVIS
ATTORNEY AT LAW
NEWVillE & SHIPPENSBURG
PENNA.
LAST WILL AND TESTAMENT
I, KATHRYN A. FREW, of West Pennsboro Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament and revoke any
will or codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
ITEM II: I give and bequeath the sum of Twenty-Five Thousand
($25,000.00) Dollars to my half-sister, ALICE J. LAUBY, providing she shall
survive me by thirty days.
ITEM III: I devise and bequeath the residue of my estate of every
nature and wherever situate as follows:
A. One half thereof in equal shares per capita to, KENNETH C. FREW
and VIVIENNE K. HEWLETT, the nephew and niece of my late husband.
Should either KENNETH C. FREW or VIVIENNE K. HEWLETT predecease me
or die on or before the thirtieth day following my death. I devise
and bequeath his or her share to the survivor of them. Should both
KENNETH C. FREW and VIVIENNE K. HEWLETT predecease me or die on or
before the thirtieth day following me death, then, in that event.
this gift shall lapse and the share(s) specified herein shall pass
purusant to Paragraph B of this ITEM III.
B. One half thereof to my half-sister. ALICE J. LAUBY, providing
she shall survive me by thirty days. Should my half-sister, ALICE
J. LAUBY, predecease me or die on or before the thirtieth day
following my death, I devise and bequeath her share to her issue,
per stirpes, living on the thirty-fist day followIng my death.
~
ITEM IV: I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be
HAMILTON C. DAVIS
ATTORNEY AT LAW
NEWVILLE & 5HIPPEN58URG
PENNA.
, .
paid from my residuary estate as part of the expenses of the administration of
my estate.
ITEM V: I appoint COMMONWEALTH NATIONAL BANK, of Shippensburg,
Pennsylvania, executor of this my last will. I hereby express my desire that
HAMILTON C. DAVIS, ESQUIRE, of Newville, Pennsylvania, be retained as the
attorney in the settlement of my said estate.
ITEM VI: My corporate fiduciary shall be entitled to compensation based
upon its regular schedule of fees for such services in effect from time to
time during the period over which its services are performed.
ITEM VII: I direct that my executor or guardian or their successors
shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will
and Testament, written on three (3) sheets of paper, dated this ~~ day of
J1ta/rM
, 1987.
':r;: ;':;rafhr~A. ~~;"~ (SFAL)
The preceding instrument, consisting of this and two (2) other
typewritten pages, each identified by the signature of the testatrix, was on
the day and date thereof signed, published and declared by the testatrix
therein named, as and for her Last Will, in the presence of us, who at her
request, in her presence, and in the presence of each other have subscribed
our names as witnesses hereto.
~(?L.
~_ 7x,-f'~
residing at
~.dle J fc. ,
residing at 51; p pe;t rt &c.-re;, /,,4
#' r _
2
. .
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, KATHRYN A. FREW, the testatrix 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 that I signed it willingly and as my free and voluntary act for the
purposes therein expressed.
~1fa' . /
L kL~I~ c-? ,-~:;;:,,-- (SEAL)
Kadlryn A. Frew
Sworn to or a~ed and acknowledged
before me by ~vu A; .,t;(el.<.l ,
the ~. t~,::jLis ::UL day of
/L , 1987.
EUZ~. 1: B. FUZE?, p,ro'rA~:Y PUBLIC ."
WEST PEPlr~S.gOIfO TWP., C!J~fmUJ.&i1) COUffJY
IY COUMIs.s!ti1~ E1U"ll!fS SEPT. 12. 1987
COMMONWEALTH OF PENNSYL'IIti~ Pellbsylllillla ~3rDd.tkm of NotlArles
ss.
COUNTY OF CUMBERLAND !:
We (or I), ~,' ~ ('4,"j and Ve l Gl~ fl...-. S- €..a J" c:.
witness(es) whose name(s) are (is) signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say that we
were (I was) present and saw the testatrix sign and execute the instrument as
her Last Will; that the testatrix signed willingly and executed it as her
free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the testatrix signed the Will
as a witness; and that to the best of our (my) knowledge the testatrix was at
that time eighteen (18) or more years of age a d of sound mind and under no
constraint or undue influence.
, the
HAMILTON C. DAVIS
r;ibed to
ATTORNEY AT LAW
NEWVILLE & SHIPPEN5BURG
PENNA.
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ELl;,}" 3N Ii ::P'l~J; 1'''''/',1'.1 "U"!./" '-
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WES "~"C""", ",.,,~, .
"~lJ"'.w <Hi'., (;U~lni!tMm COUN.TY
MY COMMISS!!lH !:KrIRJES SEPT. 12, 19'7
-"ember, Pennt,>lul'llf>> A3S/lell!tion of Nlltl'rifl
3
-
-
_/
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: KATHRYN A. FREW
Date of Death: October 17. 2001
Will No.: 21-01-0998
To the Register:
I certifY that notice of (beneficial interest) estate administration 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 November 13.2001 :
Name Address
Alice 1. Lauby 77 Middle Road. Apt. 265. Bryn Mar. PA 19010
Vivienne K. Hewlett 1004 Virginia Avenue. Altamonte Springs. FL 32701
Kenneth C. Frew 250 Verbeke Street. Apt. 2. Harrisburg. P A 17102
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none.
Date:
/I/I-S/O I
/ /
SignabJre: ~ II. (! J
.
.-"'"
Name: Hamilton C. Davis
Address: P.O. Box 40. Shippensburg. PA 17257
Telephone: 717-532-5713
Capacity: _ Personal Representative
Capacity: --X- Counsel for Personal Representative
.,
~ Mellon
Mellon Private Asset Manageme
January 16, 2002
Estate of:
Died:
Fi le No:
Kathryn A. Frew
October 17, 2001
21-01-0998
Register of wills, cumberland County
1 Courthouse square
carlisle PA 17013-3387
Dear Sir/Madam:
The enclosed Mellon Bank check for $25,935.00 represents
payment of the pennsylvania Inheritance Tax due for the
above named estate. The tax has been calculated on
$115,000.00 at 12% and on $90,000.00 @15%, less the 5%
discount for payment within three months of the decedent's
death.
please send us your official receipt.
enclosed for your convenience.
vi tru7y yours;
~/I~
Cs~ra Quay
Tax Administration
215-553-2538
A return envelope 7S
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Room 193-0205 . 1735 Market Street. P.O. Box 7899 . Philadelphia, PA 19101-7899
A Mellon Asset Management Company SM
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
RECEIVED FROM:
MELLON BANK, NA. SUCCESSOR BY
PO BOX 7899
PHILADELPHIA, PA 19101-7899
__n__n fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 177-38-7608
FILE NUMBER: 21-2001- 0998
DECEDENT NAME: FREW KATHRYN A
DATE OF PAYMENT: 01/18/2002
POSTMARK DATE: 01/16/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 1 0/ 1 7 /200 1
REMARKS: MELLON BANK NA
CHECK# 10346261
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: CW
RECEIVED BY:
REV-1162 EX(11-96)
NO. CD 000770
~
AMOUNT
--------
I $25,935.00
I
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$25,935.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
EXECUTOR #: 108439L7000
SS
COUNTY OF PHILADELPHIA
Don E. Marchione, Vice President of Mellon Bank N.A.,
Executor(s) of the will of Kathryn A. Frew, deceased,
being duly sworn according to law, depose(s) and say(s) that
the items appearing in the following inventory include all of the
intangible personal assets wherever situate and all of the tangible
personal assets and real estate in the Commonwealth of Pennsylvania of
said decedent; that the valuation placed opposite each item of said
inventory represents its fair market value as of the date of the
decedent's death, according to information and belief of the deponents
and that decedent owned no tangible personal assets and real estate
outside the Commonwealth of Pennsylvania, except that which may appear
in a memorandum at the end of the inventory.
Sworn~d subscribed before me
thi5f~ day of r/,o.RlJ.#..1Y
A.D. 2002
MELLON BANK N.A.
I am not a stockholder, director
or officer of Mellon Bank N.A.
By0~z--0~
Don E. Marchione
Vice President
INVENTORY of the Goods and Chattels, rights and credits, which
were Kathryn A. Frew, late of Cumberland County, Pennsylvania,
taken and made in conformity with the above deposition as of October 17, 2001
date of the decedent's death.
Inventory for the Estate of
Kathryn A. Frew, Deceased
Who Died October 17, 2001
==============================================================================
Cash
Farmers National Bank Checking Account
#11-691-2
$
3,599.01
Farmers National Bank Money Market
Account #1594931
Interest accrued to 10/17/2001
33,837.55
40.29
Bonds
$2,000 H Bonds
2,000.00
$500 HH Bonds
500.00
Stocks
11,330 Shs. ACNE Corp. com. @ 18.575
210,454.75
Personal Property
Personal Property appraised @
228.00
$
250,659.60
TOTAL PRINCIPAL RECEIPTS
---------------
---------------
39L-700
- 1 -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO CD 001210
.
MELLON BANK NA
ROOM 193-0205
POBOX 7899
PHILADELPHIA, PA 19101-7899
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $2,374.05
ESTATE INFORMATION: SSN: 177-38-7608 I
FILE NUMBER: 2101-0998 I
DECEDENT NAME: FREW KATHRYN A I
DATE OF PAYMENT: OS/24/2002 I
POSTMARK DATE: OS/22/2002 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 10/17/2001 I
I
TOTAL AMOUNT PAID: $2,374.05
REMARKS: MELLON BANK NA
CHECK# 10388520
INITIALS: CW
SEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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May 20, 2002
Estate of:
Di ed:
Fi7e No:
Kathryn A. Frew
October 17, 2001
21-01-00998
Register of wi 7 7s, cumber7and County
1 Courthouse Square
car7is7e PA 17013-3387
Dear Sir/Madam:
Enc70sed in dup7icate is the pennsy7vania Inheritance Tax
Return for the above estate, together with the fo77owing:
1. copy of the decedent's wi 7 7
2. copy of bank account ba7ance confirmation
3. copy of persona 7 property appraisa7
A7so enc70sed is a Me770n check for $2,374.05 representing
payment of the ba 7ance of the tax ca 7cu7ated to be due.
p7ease send us your officia7 receipt.
vrry tru7y you),
~J L,~L \~~/(j"-C~~'1
/ Sara Quay /'
I Tax Administration ( .
215-553-2538--
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enc7s.
Cc: Hami7ton C. Davis, Esq.
Don E. Marchione, V.P.
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8
Menon
Check No.:
10388520
Pay Two thousand three hundred seventy four and 05/100 Dollars
To the Order Of
REGISTER OF WILLS. AGENT
ESTATE OF KATHRYN A. FREW
FILE NO: 21-01-0998
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May 20, 2002
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Estate of:
Died:
Fi7e No:
Kathryn A. Frew
October 17, 2001
21-01-00998
f'<i
.>.
Register of wi 7 7s, Cumber7and County
1 courthouse square
car7is7e PA 17013-3387
Dear Sir/Madam:
Enc70sed in dup7icate is the pennsy7vania Inheritance Tax
Return for the above estate, together with the fo77owing:
1. copy of the decedent' s wi 7 7
2. copy of bank account ba7ance confirmation
3. copy of persona 7 property appraisa7
A7so enc70sed is a Me770n check for $2,374.05 representing
payment of the ba 7ance of the tax ca 7cu7ated to be due.
p7ease send us your officia 7 receipt.
very tru7y YQu'T'
f j
',i'I.'! / ~L \ .
(7---- J L' L/\---v \
/ Sara Quay
( Tax Administration
2.Z5-553-2538
enc7s.
Cc: Hami7ton C. Davis, Esq.
Don E. Marchione, V.P.
Pl'i\'afe Wealth Management
Room 193.0205 . 1735 Market Street. PO. Box 7899 . Philadelphia, PA 19101-7899
A ll1ellOll Financial COmpmly.1I1
o
8 Mellon
May 31, 2002
Estate of:
Died:
Fi le NO:
Kathryn A. Frew
October 17, 2001
21-01-00998
Register of wills, Cumberland County
1 courthouse Square
carlisle PA 17013-3387
Dear Sir/Madam:
In accordance with your request, I am enclosing a Me7lon
check for the fi7ing fee re the pennsy7vania Inheritance
Tax Return.
p7ease send us your officia7 receipt.
,.,
vty tru7y ~urs,
..--... X ~. (~/L.ll';J
(Skra Quay ....
/ Tax Administratio
215-553-2538
Private Wealth Management
Room 193-0205 . 1735 Market Street. P.O. Box 7899 . Philadelphia, PA 19101-7899
A Mellon Financial Company'\!
o
8 Mellon
May 31, 2002
Estate of:
Died:
Fi7e NO:
Kathryn A. Frew
October 17, 2001
21-01-00998
Register of wi77s, cumber7and county
1 courthouse Square
car7is7e PA 17013-3387
Dear Sir/Madam:
In accordance with your request, I am enc7~sing a ~e77on
check for the fi7ing fee re the pennsy7van7a Inher7tance
Tax Return.
p7ease send us your officia 7 receipt.
very tru7y yours,
Sara Quay
Tax Administration
215-553-2538
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1547 EX AFP 101-021
",-,>..-.
.d
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-15-2002
FREW
10-17-2001
21 01-0998
CUMBERLAND
101
KATHRYN
A
, "
PHILA P~~l~?101
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 ~
REY=is4j-EX-iFP--foY=02Y-NOYicE--OF-YNHEifiTiNCi.-YA'X-'AppR'AisEMENY-,--iLi-owiNCi.-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FREW KATHRYN A FILE NO. 21 01-0998 ACN 101 DATE 07-15-2002
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ll) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 212.954.75 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Hortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 37.704.85 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 250,659.60
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,972.44
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) llO) L 101. 61
11. Total Deductions (11) 28.074 05
12. Net Value of Tax Return ll2) 222,585.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) ll3) .00
14. Net Value of Estate Subject to Tax .. ll4) 222,585.55
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate US) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate ll7) 123,792.77 X 12 = 14,855.13
18. Amount of Line 14 taxable at Collateral/Class B rate (8) 98,792.78 X 15 = 14,818.92
19. Principal Tax Due (9)= 29,674.05
AX CREDITS:
n~~~.' . (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
01-16'""2002 CDOOO770 1,365.00 25,935.00
05-22-2002 CDOO1210 .00 2,374.05
TOTAL TAX CREDIT 29,674.05
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
III IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
FRANCIS A BOYLE
MELLON BK RM 193-0205
PO BOX 7899
\6
Amount Remitted
()d~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Kathryn A. Frew
Date of Death:
10/17/2001
Estate No.
21-01-0998
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 administration of the estate is complete: Yes X No_
2. 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:
a. Did the personal representative file a final account with the Court?
Yes_ No_.
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_ No_
d.
Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' court
and may be attached to this ~t (1. 1.- '__
Hamilton C. Davis, Esquire
P.O. Box 40
Shippensburg, P A 17257
(717) 532-5713
Date:
q~;j03
I '
.0
[".J
{"".J
Capacity: _ Personal Representative
XX Counsel for Personal
Representative
STATUS REPORT UNDER RULE 6.12
G/ V-
Ir) 1'-
Name of Decedent:
Kathryn A. Frew
Date of Death:
October 17.2001
.:.
Will No. 2001-00998
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. 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:
a. Did the personal representative file a final account with the Court?
Yes No X
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 X No_
Date
10-9-03
Signature ~~~~.
Name BARBARA SZYI\!,A,N:5r;J
Mellon Ban;.,iv c'
Address 1735 Market Streel'
P.O. Box 7899
Philadelphia'. PA 19101-789''7
Telephone: (215) 553-3874
,,' !
Capacity: X Personal Representative
_ Counsel for Personal Representative
REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500 1'7- I 7 -- ) -.)
DEPARTMENT OF REVENUE ~)
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 00998
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Frew, Katluvn A 177-38-7608
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
10/17/01 07/06/1911 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
3. Remainder Return
CHECK r Original Return ~2 Supplemental Return B (date of death prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
~ate of death after 12-12-82)
PRIATE 6. Decedent Died Testate 7. ecedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach copy of Will) (Attach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch 0)
#ij~$,:~ij:MQ$rijj:QQiP.Uttllt:AijijQQijijj$.P9NQjg:j*#.Qijf!Qiijfli4!AXU~fQRMAft.iQt(~ijQgUiji.::Q!R~etiP.f(:@
NAME COMPLETE MAILING ADDRESS
COR- Francis A. Boyle VP Room 193-0205
RE- FIRM NAME (If Applicable) P 0 Box 7899
SPON
DENT Mellon Philadelphia PA 19101-7899
TELEPHONE NUMBER
215-553-8649
,.........., OFFICIAL USEONL Y
1. Real Estate (Schedule A) (1 ) None
2. Stocks and Bonds (Schedule B) (2) 212,954.75
3. Closely Held Corporetion, Partnership or Sole-Proprietorship (3) None
None -,
4. Mortgages & Notes Receivable (Schedule D) (4) -
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 37,704.85
6. Jointly Owned Property (Schedule F)
0 Separate Billing Requested (6) None
RECA- --,,'
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) None
8. Total Gross Assets (total Lines 1-7) (8) 250,659.60
9. Funeral Expenses & Administrative Costs (Schedule H)(9) 26, 972 .44
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1,101. 61
11. Total Deductions (total Lines 9 & 10) (11) 28,074.05
12. Net Value of Estate (Line 8 minus Line 11) (12) 222,585.55
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 222,585.55
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (aX1.2) X .0 (15)
-
TAX 16. Amount of Line 14 taxable at lineal rate 0.00 X .0 45 (16) 0.00
-
COMPU- 17. Amount of Line 14 taxable at si bling rate 123,792.77 X .12 (17) 14,855.13
TATION 18. Amount of Line 14 taxable at collateral rate 98,792.78 X .15 (18) 14,818.92
19. Tax Due (19) 29,674.05
20. 0 1:Pf$.ck.B.$jlMI#::VQU:Aijjgj~jgdij~li$\imR~ijpjjij{jij;~apA~fff::1
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..................... . . . . . . . . . . . . . . . . . . .
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:::::::~~:~e:$.Qat;TQ:AI!i!$~:A.u:::QVesn.QNa:Q~Ji'($l!e:~::ANP:6eGHf;G~MA:'ThI1~~:::::
...........................................................................'........
................................. ............
o PA15001
NTF 29755
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Kathryn A Frew
SUM'v1ARY OF ALUX'ATIONS TO BENEFICIARIES
Taxable at sibling rate
Alice lauby
123,792.77
Taxable at collateral rate
ViviemJ.e K Hewlett
Kenneth C Frew
49,396.39
49,396.39
98,792.78
21-2001-00998
PA REV-1500 EX (6-00)
Decedent's Com lete Address:
STREET ADDRESS
Page 2
210 Bi Road
CITY
Newville
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE
PA
ZIP
17241
(1 )
29,674.05
25,935.00
1,365.00
Total Credits (A + B + C)
(2)
27,300.00
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
(3) 0.00
(4)
(5) 2,374.05
(SA) 0.00
(5B) 2,374.05
5.
Total Interest/Penalty (D + E)
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
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
:::::::::::::::::::::::::::::::::::. :::{:::)))::::::::) .:~:~~..~::::\~::::~:~I~:::;:::::::~;.GIS-r::~:g~: ":'I:.L,~~!~~;~::::..::..... "':::::::::::::::::::::::)}:::}}}:::::{::::::'
~[~i~:~::~~;;~R THE FOLLOWING'aUESTioNSHB~ipL.ACINGH"N "X" IN THE APPROPRIATE BLOCKS
4.
1. Did decedent make a transfer and:
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 December 12, 1982, did decedent transfer property within one 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
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
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 information of
which re arer has an knowled e.
SIGNATURE OF SON RESPONSIB OR G RETUR DATE
Mell n . /' VICE P:?ESIDENT
ADDRESS
See Schedule attached
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Yes No
~ I
B ~
~
MAY 1 5
'ir.jl'~2
I.-,U.
DATE
ADDRESS
...................................................... ....... ..................
........ .......................
~;;/d~i~~..~{d~~th~~O; ;':ft~~'j~ry'i: ;~~~;,:~ d .~~iore. J~~~~~~: ~:: 1:~9:~::;h~.tax.;;,:t;;::~poi~db.;, th;;~~t~~i~~~rt~~;;~f~~~{~::~;i~h~::~:;~:~n~::~~~;~::~g~p~d~i;..~~2 ........
....... .
[72 P.S.191 16 (a)(1. 1)(i)].
For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 19116 (a) (1.1) (ii)].
The statute do@!; nnt f!Ixemot a transfer to a surviving spouse from tax, and the 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 the 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 0% [72 P.S.191 16(aX1.2)].
Th e tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72.P.S.li 9116(1.2) [72 P.S.li 91 16(aX1)].
The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% [72 P.S. li9116(aX1.3)]. 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.
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Kathryn A Frew
21-2001-00998
The follONing person(s) are signing the return as representative(s) of the estate:
Mellon
Room 193-0205
POBox 7899
Philadelphia, PA 19101-7899
EIN: 25-0659306
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kathryn A Frew
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-00998
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 2000 H Bonds
2,000.00
2 500 HH Bond
500.00
3 11330 shs ACNE Co~ can
210,454.75
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco,lnc.
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
212,954.75
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Kathryn A Frew 21-2001-00998
Include proceeds of litigation & date proceeds were received by the estate. All prop. Jolntlv-owned with right of survivorship must be disclosed on Sch. F.
ITEM
NO. DESCRIPTION
VALUE AT
DATE OF DEATH
1 Fanners National Bank,
checking a/c 11-691-2
3,599.01
2 Fanners National Bank
Money Mkt a/c 1594931
33,837.55
Interest accrued to 10/17/01
40.29
3 Tangible personalty
appraised @
228.00
7 CPA81 NTF 10908
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
37,704.85
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kathryn A Frew
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-00998
Debts of decedent must be reported on Schedule I.
ITEM
NO.
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1 Egger F\meral Hare, Inc.
6,346.50
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Mellon
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address Rcx:m 193-0205, POBox 7899
City Philadelphia State
12,530.00
PA Zip 19101-7899
Year(s) Commission Paid:
2.
3.
Attorney Fees Name : Hamil ton C. Davis, Esquire
Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
7,500.00
0.00
City
Relationship of Claimant to Decedent
State
Zip
4. Probate Fees
324.00
5. Accountant's Fees
0.00
6. Tax Return Preparer's Fees
0.00
7 The Valley Times-Star, estate advertising
89.79
8 PA Department of Vital Records, multi-year search re decedent's
predeceased husband, George Frew
28.00
9 Dennis L. Gottshall, personalty appraisal
25.00
10 Alice Lauby, reimbursment for estate related costs
17.65
11 Expenses re sale of personalty
111.50
7 CPA11 NTF10911
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
26, 972 .44
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kathryn A Frew
Include unreimbursed medical expenses.
ITEM
NO. DESCRIPTION
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21-2001-00998
AMOUNT
1 Presbyterian Hares Inc
1,101. 61
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,101. 61
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Katlrrvn A Frew
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Alice Lauby
77 Middle Road
Bryn Mawr, PA 19010
2 Vivierme K Hewlett
1004 Virginia Ave
Altarronte Springs, PA 32701
3 Kermeth C Frew
250 Verbeke St Apt 2
Harrisburg, PA 17102
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not LIst Trustee(s)
half-sister
niece
nephew
21-2001-00998
AMOUNT OR
SHARE OF ESTATE
123,792.77
49,396.39
49,396.39
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
0.00
Copyright Forms Software Only, 1997 Nelco, Inc.
(If more space is needed, insert additional sheets of the same size)
PENNSYLVANIA WARNINGS
Estate of
Kathryn A Frew
4/24/02
9:04 am
None