HomeMy WebLinkAbout01-1059
Estate of. ;(/Jl1a/tI €. n-V~
also known as #
PETITION FOR PROBATE and GRANT OF LETTERS
;21-0/ -fa 59
No.
To:
Register of Wills for the
Deceased. County of f'.rn... hPAtJAU:! in the
Social Security No. I" ~ - '11'-/119 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executor
in the last will of the above decedent, dated
and codicil(s) dated
_yarned
Rbn,u'Mf ~O, ~Lqq.s-
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent, then <SIb years of age, died AlbVeAl:u..r I ,).( 2.tJO I ,
at H<<I"r/Jblt':j #t:1Sp,-IAI. ~r1''','n t!4an'f, PA .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property .
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
sit ated as follow~: " .5l uti, '/n JJr"1/~ /J1~~/lJlI'C.~"ti
l.i ' /7on
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WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters -k.s~ilr4'
(testamenfury; administration c.La.; administration d.b.n.c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l "S
COUNTY OF r!HIHJJ~L/M:P J S
The petitioner(s) above-named swear(s) or 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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Mary
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and
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~o. 21-2001-1059
Estate of OONAT.O F. FRVP.
, Deceased
DECREE OF PROBATE AND GRA~T OF LETTERS
AND NOW NOVEMBER 20th ~ 2001, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated February 29th 1 qql)
described therein be admitted to probate and filed of record as the last will of
RONALD E. FRYE
and Letters TESTAMENTARY
are hereby granted to BRET K. WAGGONER
FEES
Probate, Letters, Etc. ......... $ 80 00
Short Certificates( 6~ . . . . . . . . .. $ 15.00
Renunciation ................ $
x-Pages (2) $ 6.00
JCP TOTAL _ $ 5.00
Filed Nav.embex: .20th2001... .$.l06.00..
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AITORNEY (Sup. Ct. 1.0. No.) df'S73
h C/lk.ser Rtf., A1~eAlIUI;iC~6u~,'/I- /7().SJ
ADDRESS
7/7- 7476 -OZO?
PHONE
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MAILED LETTERS ro CHARLES E. SHIELDS III
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21-2001-1059
REGISTER OF WILLS OF C-.u #1 ~AJj) COUNTY
OATH OF SUBSCRIBING WITNESS
Sworn to or affirmed and subscribed before
me this I ~~ day of
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A-hn e: ~(Name) \ I
!Jl;l So /J1ttq'der t!Jr.J /Jt~d,IH/cSbU(J A /7osz;
(Address)
Notarial Seal
Charles E. Shields III, Notary Public
Monroe .T"!p., CUf!lberland County
My CommiSSIon Expires June 20,2004
Member, Pennsylvania Association of Notaries
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(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat_ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
21-2001-1059
REGISTER OF WILLS OF CU/Hr3E7tUfAJIJ COUNTY
OATH OF SUBSCRIBING WITNESS
(?harkS R. Sh/e/d$ 7!T"
'tud;dl
~) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that h~ W4S present and saw
l<~hO/'/ e. /r)'e
the testat or , sign the same and that Jut. signed as a witness at the
request of testat~ in ht's presence and (ill tbe pr@g@Ree ef each uthel) (in the l'reseaee of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 14th
Nov
>s~~~r
C-hA."'/~ e; (Name) SA ,e/ds .:r;r
" ~u S&- R~ -' A/~{I!zn,:Cs bUtJ' ,d~ /7~S"
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
codicil
testat_ of (one of the subscribing witnesses to) the will presented herewith and
codicil
that believes the signature on the will is in the handwriting of
to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEAL TH OF PENNSYLV AN!A
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 4946563
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Date of Issue of This Certification
21-2001-1059
Name of Decedent ___ ~.J~ k/__~~,-___ /-7!:yL
Sex___~_____ Social Security No. / ~~ - ~-r "'_~~J___ Date of Death //-/ - 0 (
Date of Birth _~~ -~=_~~ s~__ Birthplace ~ ,<:-6=:.rr4=
Place of Death /7fJ~..fuy-#;o~ ~r1d ~~~~~ Pennsylvania
Race.~~L.c:_..occupation ~.e-~A~,o/';~~ ~#~Armed Forces? (Yes or ~
Mantal Siatus;>Z:VQ~ .Ed ~~~Ifndge~~~ress ~:::::~""~..z-.t..L>,, - .Ar'..u--~:~...?t>:Y 4./7dJ:;r
Informan: ____~~~L~____ Funeral Director __~,-.H~ C;'~_~ ~~
Name and Address of f' _~ /.:::- // " -' . / ,,' L- ~/ I2L -:J ~
Funeral Establishment '-d.~q~~J-2J AJ. //~bt. <-IT. ~~~,,/,.jd,...) /,r"'9 .
Part I: Immediate Cause
Interval Between
I Onset and Death
(a)__~~ .//~~A..-y ~~__________.
./ /
(b)__c::id.d,J.:..c ~k.d4'Y-J)~~L'__ _
(c) . m___~if ~~L~~lC.C_~_____.________~_________________.
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.
Part II:
(d) ___..__________._.______._________.____.
Other SIgnificant Conditions
Manner of Death
Describe how injury occurred:
Natural ~
Accident
Homicide
Pending Investigation
Could not be Determined
o
o
SUicide
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Name and Title of Certfier ~#..z;.4A- ~~Lf4A;d~~
AddressR~4//!f!~~ /p'~~ ~q-~_________
(M.D., D.O., Coroner, M.E.)
-
This is to certify that the Information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State Vital Records Office for permanent f~'ling. . . /J I /?
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/(~~_~~_______ 2~d-~~~ .2)~~~~~~~d-/
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21-2001-1059
LAST WILL AND lEST AMENT OF RONALD E. FRYE
I, RONALD E. FRYE, of the Upper Allen Township, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do make, publish and declare this
to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any
time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon as conveniently may
be after my decease.
2.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situate, I give, devise and bequeath unto my wife, MARLA E. FRYE, to her own use
and benefit absolutely.
3.
In the event, however, that my said wife should predecease me, or should die at about the
same time as I die, such as in a disaster common to both of us, I give, devise and bequeath my said
Estate to my wife's brother, BRET K. WAGGONER, Trustee, in Trust for the following
purposes.
A. The income from said Trust Estate, as well as so much of the principal
as is needed according to the discretion of the Trustee, shall be used and expended
for the support and maintenance, including medical, surgical and hospital care, and
college education, or other such formal education, such as any internship,
apprenticeship, residence, clerkship, or the like of my wife's daughter, KARA L.
EV ANS, or any after-born children. The decision of my Trustee as to the
completion of formal education by any of the above children shall be final.
B. The payments authorized by Subparagraph (A) of this Paragraph "3"
shall be made without any regard to equality of distribution among any of the said
children. The amount to be paid for the benefit of any of the above children shall be
determined from time to time by the need of each of the said children, and the
amounts and times of said payments shall be determined by such need. The said
payments may be made by my said Trustee directly to each of the said children, or
to such of them as may be, in the sole opinion of my Trustee, of such age and
ability to handle properly the funds so paid to such child, or may be made by my
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...
said Trustee directly to the person having the custody and care of the said child, or
may be made by my said Trustee directly to any institution entitled to such payment
by reason of services rendered or to be rendered to any of the said children.
C. To pay the accumulated income and principal then remaining in its
hands to the said children, share and share alike, when all the children shall have
attained the age of twenty-five (25) years.
D. I direct that the interests of all beneficiaries in the Trust hereby
created, whether in the principal or income thereof, shall be free from liability to
attachment or other legal process issued at the instance of any creditor or assignee
of such beneficiary, and I direct that no payment shall be made by way of
anticipation of sums which may thereafter accrue to any beneficiary.
E. If the Trustee has taken into the Trust Estate any real estate, and as
Trustee considers it feasible to sell the same, I hereby authorize, empower and
direct the said Trustee to sell at public or private sale or sales, and to convey any
such real estate to the purchaser or purchasers thereof, and to give good and
sufficient deed or deeds for the same.
4.
In the event that the above child predeceases me or dies during the term of this trust, then
her share shall then be divided equally into shares to be distributed equally amongst my and my
wife's siblings, per stirpes.
5.
I hereby nominate, constitute and appoint my wife's brother, BRET K. WAGGONER,
Guardian of any property which passes otherwise than under this will to a minor and with respect
to which I am authorized to appoint a Guardian and have otherwise not specifically done so. Such
Guardian shall have the power to use principal as well as income from time to time for the minor's
education, support and welfare, or to make payment for these purposes without further
responsibility to the minor or to any person taking care of the minor.
6.
I nominate, constitute and appoint my wife's brother, BRET K WAGGONER, to be the
Executor of my Estate. I direct that he shall not be required to flie a bond to secure the faithful
performance of their duties in any jurisdiction.
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IN WITNESS WHEREOF, I have hereunto set my hand and seal this .:lotlt day of
OJoIlO ' A.D. 1995.
~1dE.fYE P1~
(SEAL)
Signed, sealed, published and declared by the above-named RONALD E. FRYE, as and
for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and
in the presence of each other, have hereunto subscribed our names as witnesses.
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---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ronald E. Frye
Date of Death: November 1, 2001
Will No. Admin. No. 21-01-01059
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
December 24, 2001:
Name
Address
Mildred M. Frye
Marlene Dick
Letitia Patterson
Traci Frye
Kara L. Evans
Brett Waggoner
Marla Frye
Rhonda Middlekauff
Elaine Wilt
421 Windy Hill Road, Shermansdale, Pennsylvnia 17090
610 Pisgah State Road, Shermansdale, Pennsylvnia 17090
45 Texas Eastern Road, Shermansdale, Pennsylvnia 17090
12 Rambo Hill Road, Shermansdale, Pennsylvnia 17090
2213 Spring Run Drive, Mechanicsburg, Pennsylvania 17055
22 South Madder Drive, Mechanicsburg, P A 17050
2213 Spring Run Drive, Mechanicsburg, Pennsylvania 17055
20 Royal Palm Drive, Mechanicsburg, P A 17050
349 Regent Street, Camp Hill, Pennsylvania 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
D~: Dece~er 2~~;~1
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CHARLES E. SHIELDS, III
6 Clouser Road
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
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FIRST AND FINAL ACCOUNT INCLUDING
PROPOSED DISTRIBUTION OF BRET K. WAGGONER
EXECUTRIX OF THE ESTATE OF RONALD E. FRYE
LATE OF MECHANICS BURG, (UPPER ALLEN TOWNSHIP)
CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
Docket No. 21-01-1059
Date of Death:
Letters Granted:
Dates of Publishing Notices in the Harrisburg Patriot Metro West
Dates of Publishing Notices in the Cumberland Law Journal
Covering the Period:
11101101
11120/01
12/4/01, 12/11101, 12/18/01
11130/01, 12/7/01, 12/14/01
----------------------------------------------------
Purpose of the Account: Bret K. Waggoner Executor, offers this account to acquaint interested
parties with the transactions that have occurred during his administration. The account also indicates
the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can be discussed with Bret K. Waggoner, c/o Charles E. Shields, III, 6 Clouser
Road, Mechanicsburg, PA 17055.
TABLE OF CONTENTS
Real Estate $ 79,900.00 . . . . . . Page 3
Stock and Bonds 1,061.88 . . . . . . Page 3
Mortgages and Notes Receivable .00 . . . . . . Page 3
Cash and Miscellaneous 46,189.25 . . . . . . Page 3
Total Receipts of Principal 127,151.13 . . . . . . Page 3
Funeral Expenses 4,568.00 . . . . . . Page 4
Fees and Commissions 6,925.00 . . . . . . Page 4
Miscellaneous Probate and Administrative Expenses 9,685.36 . . . . . . Page 4-5
Inheritance Taxes 11,240.56 . . . . . . Page 5
Debts of Decedent 33,989.57 . . . . .. Page 5
Receipts of Income 982.00 . . . . . . Page 5
Proposed Schedule of Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page 6
RECEIPTS OF PRINCIPAL
Real Estate:
61 Southpoint Drive, Mechanicsburg, P A
Stocks and Bonds:
U. S. Savings Bonds. Series EE
Mortgages and Notes Receivable:
Cash and Miscellaneous:
1. Settlement share of Class Action Lawsuit Against American General Life
Insurance Company
2. Members First Federal Credit Union:
A.) Regular Saving Acet. No. 193618-00
B.) Checking Acet. No 193618-11
C.) Certificates of Deposit 193618-40 26 week
D.) Certificates of Deposit 193618-41 26 week
3. Pennsylvania State Employee Credit Union:
A.) Savings Account
B.) Int. accr to d.o.d.
C.) Vacation Saving s Account
D.) Int. Acer. to d.o.d.
E.) Checking Account
F.) Int. accr. to d.o.d.
G.) Certificate of Deposit
H.) Int. accr. to d.o.d.
Pro-rated adjustment for county taxes on sale of real estate
Sewer adjustments on sale of real estate
Pro-rated adjustment for school taxes on sale of real estate
Sale of 1998 Honda sedan to Letita Ann Palterson
Social Security Deposit entitlement
U. S. Treasury-Refund on personal income tax
Personalty
TOTAL RECEIPTS OF PRINCIPAL
3
$
79,900.00
$
1,061.88
$
2,250.00
2,070.67
1,483.37
5,387.51
2,666.50
12,012.77
227.82
9.16
.20
3,032.15
86.49
1,336.92
46.20
106.51
32.97
64.81
11,000.00
1,331.00
1,502.50
1,541.70
46 189.25
$127,151.13
DISBURSEMENT OF PRINCIPAL
Funeral E~nse:
1. Ronald Smith Funeral Home
2. Rice Memorials
Fees and Commissions:
1. Executor's fees to Bret K. Waggoner
2. Attorneys fees to Charles E. Shields III
Family Exemption:
No claim is being made.
Miscellaneous Probate and Administrative Expenses:
Probate fees and original issue of certificates
Tax Return Preparer's Fees
Additional probate fee
Estate Advertisement, Harrisburg Patriot-Metro West
Estate Advertisement, Cumberland Law Journal
Additional Short Certificates
AT&T
Verizon
United Water OfPA
PP&L
Upper Allen Twp (Sewer)
Checking Supplies - Account for Est.
AT&T
Verizon
Waste Management
United Water OfP A
PP&L
AT&T
Verizon
Wolfe & Shearer Realtors - for appraisal of Real Estate
United Water ofP A
PP&L
Credit to Buyer on Sale of Real Estate
Commission to Wolfe & Shearer and Re-Max Realtors
Underwriting Fee to Gateway Funding
Tax Service to American Realty Tax Service
Overnite Delivery Fee (On Mortgage Pay-ofl)
Realty Transfer Tax
Tax Certification to Marlin Y ohn, Tax Collector
Upper Allen Twp. (Sewer)
Association Dues (Oct-June) to Southpoint Condo Assn.
AT&T
Verizon
Waste Management
PP&L
AT&T
United Water
United Water
Verizon
4
$ 4,478.00
90.00 $ 4 568.00
Waived
6,925.00
Waived
$ 106.00
510.00
155.00
80.52
75.00
9.00
4.73
21.58
23.41
96.36
100.00
9.95
4.79
21.59
34.14
23.48
115.00
4.79
21.59
250.00
6.61
89.27
850.00
4,794.00
75.00
75.00
15.50
799.00
4.00
100.00
368.00
4.79
21.59
34.14
74.11
4.79
6.61
6.64
21.67
Upper Allen Twp (Sewer)
Marlin Y ohn, Tax Collector
PP&L
Erie Insurance Group
AT&T
Verizon
PPI&L
United Water ofPA
United Water ofPA
Filing of Inheritance tax return to Regtister of wills
Filing of formal First and Final Account (estim.)
100.00
181.07
41.38
148.00
4.79
21.65
25.65
6.71
2.46
15.00
121.00
9 685.36
Inheritance Taxes:
Payment of Inheritance Taxes
$ 11 240.56
Debts of Decedent
Mortgage Loan payable to Bank of Landisburg, Landisburg P A. Date of death
balance and satisfaction fee
PP&L
United Water ofP A
AT&T
Verizon
Corneast
Automatic withdrawal to pay VISA card through PSECU Acct.
P A Dept. of Revenue
$ 33,251.41
179.38
46.78
7.18
24.55
68.93
407.34
4.00
TOTAL DISBURSEMENTS OF PRINCIPAL
S-.- 66.408.49
RECEIPTS OF INCOME:
Interest earned on accounts before transfer to Estate checking account
and on Estate checking account. *
$
982.00
DISBURSEMENTS OF INCOME: $ 0.00
INCOME BALANCE ON HAND: 982.00
RECAPITULATION:
TOTAL PRINCIPAL RECEIPTS $ 127,151.13
TOTAL PRINCIPAL DISBURSEMENTS $ 66,408.49
TOTAL INCOME RECEIPTS 982.00
TOTAL INCOME DISBURSEMENTS 0.00
BALANCE ON HAND FOR DISTRIBUTION $ 61,724.64
5
PROPOSED SCHEDULE OF DISTRIBUTION
To Bret Waggoner, Trustee, in Trust, for the benefit of Kara L. Evans, as per the terms and
conditions to the last will and testament of Ronald E. Frye, as is more fully set forth therein in
paragraph 3, the same to be administered until the said Kara L. Evans attains the age of twenty-five
years.
$61,724.64
6
BRET K. WAGGONER, Executor of the Estate of RONALD E. FRYE, deceased, hereby declares
under oath that he has fully and faithfully discharged the duties of his office, that foregoing First and
Final Account is true and correct and fully discloses all the significant transactions occurring during
the accounting period; that all claims now outstanding against the Estate; and that all taxes presently
due from the Estate have been paid.
~~~~
BRET K. W AGGONE
Sworn and subscribed to before me this 7/4 day of OAAU"..
A.D;1'-Oj3, ~, ~
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Notary Public
NOTARIAL SEAL
Charles E. Shields, III. Nota",} Pub~c
Monroe Twp. Cumberland County
My CommlSSfOn Expfres June 20, 2004
7
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LAST WILL AND TESTAMENT OF RONALD E. FRYE
I, RONALD E. FRYE, of the Upper Allen Township, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do make, publish and declare this
to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any
time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon as conveniently may
be after my decease.
2.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situate, I give, devise and bequeath unto my wife, MARLA E. FRYE, to her own use
and benefit absolutely.
3.
In the event, however, that my said wife should predecease me, or should die at about the
same time as I die, such as in a disaster common to both of us, I give, devise and bequeath my said
Estate to my wife's brother, BRET K. WAGGONER, Trustee, in Trust for the following
purposes.
A. The income from said Trust Estate, as well as so much of the principal
as is needed according to the discretion of the Trustee, shall be used and expended
for the support and maintenance, including medical, surgical and hospital care, and
college education, or other such formal education, such as any internship,
apprenticeship, residence, clerkship, or the like of my wife's daughter, KARA L.
EV ANS, or any after-born children. The decision of my Trustee as to the
completion of formal education by any of the above children shall be final.
B. The payments authorized by Subparagraph (A) of this Paragraph "3"
shall be made without any regard to equality of distribution among any of the said
children. The amount to be paid ror the benefit of any of the above children shall be
determined from time to time by the need of each of the said children, and the
amounts and times of said payments shall be determined by such need. The said
payments may be made by my said Trustee directly to each of the said children, or
to such of them as may be, in the sole opinion of my Trustee, of such age and
ability to handle properly the funds so paid to such child, or may be made by my
~~dljf.~~
said Trustee directly to the person having the custody and care of the said child, or
may be made by my said Trustee directly to any institution entitled to such payment
by reason of services rendered or to be rendered to any of the said children.
C. To pay the accumulated income and principal then remaining in its
hands to the said children, share and share alike, when all the children shall have
attained the age of twenty-five (25) years.
D. I direct that the interests of all beneficiaries in the Trust hereby
created, whether in the principal or income thereof, shall be free from liability to
attachment or other legal process issued at the instance of any creditor or assignee
of such beneficiary, and I direct that no payment shall be made by way of
anticipation of sums which may thereafter accrue to any beneficiary.
E. If the Trustee has taken into the Trust Estate any real estate, and as
Trustee considers it feasible to sell the same, I hereby authorize, empower and
direct the said Trustee to sell at public or private sale or sales, and to convey any
such real estate to the purchaser or purchasers thereof, and to give good and
sufficient deed or deeds for the same.
4.
In the event that the above child predeceases me or dies during the term of this trust, then
her share shall then be divided equally into shares to be distributed equally amongst my and my
wife's siblings, per stirpes.
5.
I hereby nominate, constitute and appoint my wife's brother, BRET K. WAGGONER,
Guardian of any property which passes otherwise than under this will to a minor and with respect
to which I am authorized to appoint a Guardian and have otherwise not specifically done so. Such
Guardian shall have the power to use principal as well as income from time to time for the minor's
education, support and welfare, or to make payment for these purposes without further
responsibility to the minor or to any person taking care of the minor.
6.
I nominate, constitute and appoint my wife's brother, BRET K WAGGONER, to be the
Executor of my Estate. I direct that he shall not be required to file a bond to secure the faithful
performa,nce of their duties in any jurisdiction.
~Jj z- hL-
-" '
.. ..
IN WITNESS WHEREOF, I have hereunto set my hand and seal this :lot. day of
:Q~1l0 ' A.D. 1995.
~1dE.fYE P1~
.~.-:~
(SEAL)
Signed, sealed, published and declared by the above-named RONALD E. FRYE, as and
for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and
in the presence of each other, have hereunto subscribed our names as witnesses.
tXu/b) f2~/L; 1Ji
~~ e. Uja~
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
SHIELDS CHARLES E III ESQUIRE
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
h__n__ fold
ESTATE INFORMATION: SSN: 162-48-1119
FILE NUMBER: 2101-1059
DECEDENT NAME: FRYE RONALD E
DATE OF PAYMENT: 11/04/2002
POSTMARK DATE: 11/01/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2001
NO. CD 001805
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: CHARLES E SHIELDS III ESQUIRE
CHECK# 828
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$6.00
MARY C. LEWIS
REGISTER OF WILLS
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
SHIELDS CHARLES E III
6 CLOUSER ROAD
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 162-48-1119
FILE NUMBER: 2101-1059
DECEDENT NAME: FRYE RONALD E
DA TE OF PAYMENT: 02/01/2002
POSTMARK DATE: 01/31/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/01/2001
NO. CD 000821
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $9,975.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: BRET K WAGGONER
C/O CHARLES E SHIELDS III ESQ.
CHECK# 118
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$9,975.00
MARY C. LEWIS
REGISTER OF WILLS
/ "J- c:h:), - ~
V BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-IU7 EX AFP (01-02)
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG rfA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-18-2002
FRYE
11-01-2001
21 01-1059
CUMBERLAND
101
RONALD
E
~1
Allount Rallitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-y-=i6'ifj-ix--AFP-foi-:ozi-------...-XNHERI'Y-ANCi-Tix-STAfEME-tiT-OF'-iccouiif--...---------------------
ESTATE OF FRYE RONALD E FILE NO. 21 01-1059 ACN 101 DATE 11-18-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUMHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-28-2002
PR I NC I PAL TAX DUE: .............................................................................................................................................................................nn..........................................
11,240.56
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2002 CDOO0821 525.00 9,975.00
09-17-2002 CD001623 .00 740.56
11-04-2002 CD001805 5.71- 6.00
TOTAL TAX CREDIT 11,240.85
BALANCE OF TAX DUE .29CR
INTEREST AND PEN. .00
ill! IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .29CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
\, 1?-c:J~-..:J./
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'1-.
U
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
-- ~
i
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
10-28-2002
FRYE
11-01-2001
21 01-1059
CUMBERLAND
101
*'
REV-1547 EX iFP (01-02)
RONALD
E
Allount Rellitted
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 ~
RE-Y=is4j-i,r-AFP--fol-:ozl--Ncffici--oF-i-NHiifiTAifcE-TAx-jrpPRA-isii'-ENT~--Ai:i-oWAifcE-ifi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRYE RONALD E FILE NO. 21 01-1059 ACN 101 DATE 10-28-2002
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
79.900.00
1.061.88
.00
.00
46.189.25
1,951.00
1.002.84
(8)
21,178.36
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. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
33.989.57
(11)
(12)
(13)
(14)
.00 X 00 =
.00 X 045=
.00 X 12 =
74,937 . 04 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
130,104.97
55.167 93
74,937.04
.00
74,937.04
(19)=
.00
.00
.00
11,240.56
11,240.56
.-ft.no;;n. "0;;...0;;.... . II (+ J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2002 CDOO0821 525.00 9,,975.00
09-17-2002 CDOO1623 .00 740.56
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-18-2002 TOTAL TAX CREDIT 11.,240.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.71
TOTAL DUE 5.71
. IF PAID AFTER DATE INDICATED., SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
'\,~-02;l -~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*
REV-IU7 EX AFP (01-02)
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-09-2002
FRYE
11-01-2001
21 01-1059
CUMBERLAND
101
RONALD
E
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=i6ifj-ix--AFP-foi-:02i-------..ii-iNHERIi"-ANCi--YAX--STAfEME-NY-'Q-F'-AC-couiif--...---------------- -----
ESTATE OF FRYE RONALD E FILE NO. 21 01-1059 ACN 101 DATE 12-09-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-28-2002
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
11,240.56
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2002 CDOO0821 525.00 9,975.00
09-17-2002 CDOO1623 .00 740.56
11-01-2002 CD001805 5.71- 6.00
TOTAL TAX CREDIT 11,240.85
BALANCE OF TAX DUE .29CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .29CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
0/
') 1/
~ L.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: RfJ71uri E. ~
Date of Death: 11-1-0/
Will No.
Admin. No. 02/- 0/-/05'7
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
,
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal ~~resentative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes )( No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
i Z -/2, -0 z.-----
Ckk P. .AddtJ ()
Signature
Charles E. Shields, III
Name (Please type or print)
6 Clouser Road, Mechanicsburg, PA 17055
Address
(717) 766-0209
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
REV-1500 EX (6-DO) .
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPl 280601
HARRISBURG, PA 17128-0601
REV-1500
I-
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W
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lI::$<Il
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
F,e YE", ~IlAJIfl.P E:
DATE OF DEATH (MM-DD-YEAR)
/ I - 0/ - ~I
DATE OF BIRTH (MM-DD-YEAR)
/t)- t>7 - 55'
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
/II/A
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date ofdealh after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIA.L USE ONLY
/7- }J.- d....
L
FILE NUMBER
~L---EL [) L~ S"1-
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
Ii. 2
liB - /1/9
THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12-13-S2)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
I-
Z
W
a
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o
D..
III
W
ll:
ll:
o
I.)
NAME
CHAt<.l ES E.
COMPLETE MAILING ADDRESS
fa C.L()uSEF~ /&JII-D
I1/EeH/lNIC5L5Uet:r, (/A /7~SS"
3H/EL-DS
Iff
FIRM NAME (If Applicable)
TELEPHONE NUMBER
1/1- 7~~-t)ZO'i
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(1)
(2)
(3)
(4)
(5)
1JQ. '{DO.OO
,. \ 0 c- I. Si
.
- 0 -
- 0-
, LI" I 'i't. ~5"'
"f I, lfSI.60
.,.
I, 0 0 2 . ~<<f
(6)
(7)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 rninus Line 11)
(9)
(10)
I '21. J1'&. J"
'f 33. '1 ~'i. 57
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
!;(
~
~
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15. Amount of Line 14 taxable at the spousal tax 0 xO D-
rate, or transfers under Sec. 9116 (a)(1.2) (15)
16. Amount of Line 14 taxable at lineal rate 0 x .0 'IS- (16)
17. Amount of line 14 taxable at sibling rate () x .12 (17)
18. Amount of Line 14 taxable at collateral rate 74/, 937.ol( x .15 (18)
19. Tax Due (19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
>> lief
OFFICIAL USE ONLY
(8)
f
130 I 10'1. en
(11)
(12)
(13)
.,.
5 5, 1<'1.~3
'I 7 J./. ? 37. ~lf
o
171/, 937. ()'I
(14)
o
t?
t:>
1- 1/, .2~{). 510
~ II, .:}~{).S~
r
REV-1502EX + !1.97
SCHEDULE A
REAL ESTATE
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
F~ YE /i'{)AJA-~J> E.
~
FILE NUMBER
.2 I - 0 I - IDSCf
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 property which is jointly.owned with
right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
~// Mal eerta/n ecntfpmin/<<m dwe///>>J uhif E,i-fu.a..ted i VI
Soumf'Jo/NT c"tJDOMINIUM ;l'l tev. ~""'l'lship of u.ptJer If-Ilet'\",
Cou.n~ "F Cu.mbe.rlcu1J aM.Il CouMD~We.a.Ifi1 of Pel1~5yfll'U?L~",
Known fA,Vld numbered os. '" Sou.thfoint Drive, m~cL,u~.VI-
icsb(,.\r-~ I w"','c.l-t is more [It:li'f/Gu/arly descril"ed in -ft,af
ceYI-t;t;n deed c1C1.Jec1 ICJ Il-pril ~DDO ~ V'ee.orc1ed Wl
ueerl &ok 21q I r~ 7.:1..1 .1.y lNh"Ch A-','c.e. F. (.Jocr-,
l,.Vid()w, (!..Dtlveyed & 5aI'cl U>l1doMinLt.nt b ~DmJc.l E.
F"rye..
3o..;cl pre.mlses
IE" X eeu.tv t5 t>eed I
m~ 31, 2002-
II- ~Py 01 It. JExe.c.uJ,,.'.r Deed (M,J F/na/ Se If/ement
shuf are 0 If((cj,~aI here-k>.
were sold, g.ra.ntc.J /MI,d
PLLt'S lAo..rd fo A.n ~ree,Jl1e.t1t
fr,,. ~ 7Cf I Cloo. 00
~nveyed by
6{ Sale, on
, 7 q I Cj ~a.1J 0
TOTAL (Also enter on line 1, Recapitulation) $ 7 q, q () O. 00
(If more space is needed, insert additional sheets of the same size)
BUD - 1 UNIFORM SETTLEMENT STATEMENT
<0 EASY SOFT, Inc.
A. US. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT I
B. TYPE OF LOAN 6. File Number: 7. Loan Number ,
I. X FHA 2. FmHA benner 146069
.. 3. Conv. Unins. 4. VA 5. Conv. Ins. 8. Mortgage Insurance Case Number
C NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)"
were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
NOTE: TIN = Taxnaver's Identification Number
D. NAME AND ADDRESS OF BORROWER: E. NAME, ADDRESS AND TIN OF SELLER: F. NAME AND ADDRESS OF LENDER:
John Benner Estate of Ronald E. Frye Gateway Funding Diversified
Mortgage Services, L.P.
1107 Yverdon Drive, A-3 500 Office Center Drive
Camp Hill, PA 17011 Suite 325
Fort Washinqton PA 19034
G. PROPERTY LOCATION: H. SETTLEMENT AGENT NAME, ADDRESS AND TIN
61 Southpoint Drive Robert Peter Kline, Esquire 25-1797626
Mechanicsburg, PA 17055 P.O. Box 461 New Cumberland. PA 17070-0461
U.Al1en Twp, Cumberland Co. PLACE OF SETTLEMENT I. SETTLEMENT DATE
Parcel #42-25-0030-U256l-2 714 Bridge Street 05/31/2002
New Cumberland PA 17070
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101 Contract sales price 79 900.00 40 I. Contract sales Drice 79 900.00
] 02. Personal proDerly 402. Pe~onalnronertv
103. Settlement charges to borrower (Line 1400) 2 958.33 403.
104. 404.
105. 405.
Adlustments for items naid bv seller in advance Adiustments for items naid bv seller in advance
106. City/town taxes 406. City/town taxes
107. County taxes 05/31/ 2 002-12/31/2 002 106.51 407. County taxes 05/31/2002-12/31/2002 106.51
108. Assessments 408. Assessments
109. Sewer Ad"iustments 32.97 409. Sewer Adi ustments 32.97
110 School Tax 64.81 410. School Tax 64.81
Ill. 411.
1]2. 412.
120. GROSS AMOUNT DUE FROM BORROWER 83.062.62 420. GROSS AMOUNT DUE TO SELLER 80 104.29
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER
20 I Deoosit or earnest monev 1 500.00 50 I. Excess denosit
202. Princinal amount of new loan(s) 78.100.00 502. Settlement charges to seller (Line ] 400) 6 230.50
203. Existing loan(s) taken subiect to 503. Existing loan(s) taken subiect to
204. 504. Payoff of first mortllalle loan Bnk Landisburq 32.524.94
205. 505. Payoff of second mort"""e loan
206. 506.
207. 507.
208. 508.
209. 509.
Adiustments for items unnaid bv seller Adiustments for items unnaid bv seller
210. City/town taxes 510. City/town taxes
211. County taxes 5 I I. County taxes
2 I 2. Assessments 512. Assessments
213. 513.
214. 514.
215. 515.
216. Credit from Seller 850.00 516. Credit to Buver 850.00
217. 517.
218 518.
219. 519.
220. TOTAL PAID BY /FOR BORROWER 80.450.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 39.605.44
300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT FROM/TO SELLER
301. Gross amount due from borrower (Line 120) I 83 062.62 601. Gross amount due to seller (Line 420) I 80.104.29
302. Less amount paid by/for borrower (Line 220) I 80 450.00 602. Less reduction in amount due seller (Line 520) I 39 605.44
303. CASH FROM BORROWER I 2 612.62 603. CASH TO SELLER I 40 498.85
SELLER'S STATEMENT
The information contained in Blocks E, G, H, and I and on line 401 (or, ifline 401 is asterisked, line 403 and 404) is important tax information and is being furnished to the
Internal Revenue Service (see Seller Certification). If you are required to file a return, a negligence penalty or other sanction will be imposed on you if this item is required
to be reported and the IRS determines that it has not been reported. You are required to provide the Settlement Agent with your correct taxpayer identification number. If you
do not provide the Settlement Agent with your correct taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalties of
perjury, I certifY that the number shown on this statement is my correct taxpayer identification number.
(Seller's Signature)
Estate of Ronald E. Frye
(Seller's Signature)
<0 EASY SOFT, Inc. 1999 Previous editions are obsolete
Page I
form HUD-I (3/86) ref Handbook 4305.2
L. SETTLEMENT CHARGES
({:) EASY SOFT, Ine
700. TOTAL SALESIBROKER's COMMISSION based on orice $ 79 900.00 @ 6.000% PAID FROM PAID FROM I
DivIsIOn ofCommission7line 7001 as follows: BORROWER'S SELLER'S
701. $ 2 422.00 to Wolfe & Shearer FUNDS AT FUNDS AT
702,,$ 2 372.00 to Re/Max Realtv Associates SETTLEMENT SETTLEMENT
703 Commission naid at Settlement 4 794.00
704. Transaction Fee to Re/Max Realtv Associates 125.00
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
80 I. Loan Ori",nlltion Fee -$
802. Loan Discount 5
803. Aooraisal Fee tD Scott Archibald (S275.00 paC) 50.00
804. Credit renort to Credi t Lenders Seervice (S50.00 POC\
805 Lender's Insnection Fee
806. Mortpa"e Insurance Annlication Fee to
807 Assumotion Fee
808. Flood Certification to 1st American Flood Data 25.00
809. Underwri tina Fee to Gatewav Fundina 75.00
810 Tax Service Fee to American Realtv Tax Service 75.00
811. Corruni tment Fee to Gatewav Fundinrr 75.00
900. ITEMS REOUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest from 05131/2002 -05131/2 002 @ 514.980 ner day 14.98
902. Mortpal!e Insurance Premium for
903. Hazard insurance Premiwn for
904
905.
1000. RESERVES DEPOSITED WITH LENDER
I 00 I Hazard insurance
1002. Mortl!al!e insurance
1003. City Pronertv Taxes
1004. County Prooertv Taxes 4 month(s) @ S15.09 ner month 60.36
1005. Annual assessments
1006. School Tax 12 monthfs) @ S67.05 Der month 804.60
]007.
1008. Al!llfel!ate Accountinp Adiustment -60.36
1100. TITLE CHARGES
1101. Settlement or closinl! fee to
] 102. Abstract or title search to T r i County Abstract 15117.00)
1103. Title Examination to
1104. Title insurance binder to
1105. Document oreoaration to
1106. Notarv fees to
1107. Attornev's fees to
(includes line numbers:
1108. Title Insurance to Kline Law Office. aaent for Security Title --
lincludes line nwnbers: 1101-1107 . Endorsements 8.1- 100 & 300
1109. Lender's coveral!e $ 78100. 00
1110. Owner's coveral!e $ 79900.00
1111. Insured Closinrr Service to Security Title 35.00
1112.0vernite Deliverv Fee 15.50
1113
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordinl! fees: Deed $ 25.50 Mortl!al!e $ 39.50 Release $ 65.00
1202. City/cntv tax/stamns: Deed $ Mortl!al!e $
1203. State tax/stamns: Deed $ Mortl!a"e $
1204. Realtv Transfer Tax 799.00 799.00
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
130 I. Survev to
] 302. Pest insnection to Home Paramount 30.00
1303. Tax Certification to Marlin Yohn tax collector 4.00
1304. 2nd Otr sewer to Unner Allen TWD. 100.00
1305. Association Dues (Oct-June) to Southnoint Condo Assn 46.00 368.00
1306.
1307.
\308.
1400. TOTAL SETTLEMENT CHARGES (enter on lines 103 Section J and 502 Section K) 2 958.33 6 230.50
CERTIFICATION: I have carefully reviewed the HUD-I Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and
disbursements made on my account or by me in this transaction. I further certifY that I received a copy 0 he -I Settlem tement.
~Z~
Seller Estate 0 aId E. Frye Borrower
Seller Borrower
The HUD-I settl~t W~Ch I h.ave prepared is a true and accurate account of the funds disbursed or to be disbursed by the undersigned as part of the settlement of
this transaction, ) ~ 7t1rD 05/31/2002
Settlement Agent Robert Peter Kline, Esquire Date
WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and
imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010.
({:) EASY SOFT, Inc. 1999 Previous editions are obsolete Page 2 form HUD-] (3/86) ref Handbook 4305.2
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REV.1503 Ex' (l-9l)
'*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
F;e Y E,.. /?~/t/IfLj) E:
;l/-Ol -loSfj
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1,
U. S. SA-V JtJ6-S BOl\lD<;. Se-rt../E"S E:I;. '$ ~E SCf(/E"'i) LA. L€
ATTACHi?'D Nc;:-;eE'70 .
I
I,O~I.I8'
TOTAL (Also enter on line 2, Recapitulation) $ I, () (, ,. 88
(If more space is needed, insert additional sheets of the same size)
Savings Bonds Record of Valuations
Single Name - Ronald E. Frye
Series Face Value Number Date Purchased Redeption Value Interest
EE $100.00 C161 423 468 03/88 $107.88 $57.88
EE $100.00 C 164752693 04/1988 $107.88 $57.88
EE $100.00 C 164761 840 05/1988 $107.88 $57.88
EE $100.00 C 164771 128 06/1988 $105.76 $55.76
EE $100.00 C 179524446 07/1988 $105.76 $55.76
EE $100.00 C 179535586 08/1988 $105.76 $55.76
EE $100.00 C 179 547887 09/1988 $105.76 $55.76
EE $100.00 C179561 019 10/1988 $105.76 $55.76
EE $100.00 C 179 574262 11/1988 $105.76 $55.76
EE $100.00 C179 587583 12/1988 $103.68 $53.68
$1000.00 $1061.88 $561.88
REV-1508 E.X T {1-97)
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
:2/-01- /oS9
C'.QMMONWEALTH OF PENNSYLVANIA
INHERITANCe TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
FtefE; ~/)AI/l-Ll> E:
!nclude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
~.
DESCRIPTION
.5elf/e/n~/t ~j,~re e:I' e/II$S I'f-eh'o" Lau>JUlt- A-'ja/nst A-mer/CQrt
Genu-al Life :z:"sura~ee &>htpany
MelHberS F,'rsT Fe,J~r41 Cred,'f Lt..nioYl
VALUE AT DATE
OF DEATH
;t ;l.., ~ Sl). CD
~
:2,070. '7
~
" 'f 8 .3. 37
~
$, 387. ~-I
~
:1., , ,,~. SO
1:
I:z.J DI:1. 77
.,. ";(~7.~Z
~ '(. //0
l' _ 20
p:
:3.03 Z. IS;
, 8r.. '1'1
:f. /. 3 3'. 9 z
~ 'f~. 2.()
t
lo~.S"1
'"3 z. 97
, {P Lf. e I
~
I (, 190t:).00
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/~
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,4.) SA.vi I'\q's A-~.
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C.) ~eAJ.,'on ~jf)~S Ir-~e..t
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E.) Ckeck; (\3 A-Mt.
F.) J:nt. ,4e.c.r. ~ d.o.d. on E.)
G.) Ce.,.t-i~tca.~ ef. "Dero~',t
H.) Inf-:~. fo d.{).d. on G.)
(s~e. /e.~ 4/hcAd)
't. 'PI". -rll-feJ atfcfu.5fment for Coun tr ~es on sa..le of /"'ei1.1
eS1-Q.,~ . ~~j i:t: Lj.D?
S. Sewer 41/ustmeAT.s Or1 sa.e 6f rul est-CLf-e . EnIT-j -ItL/Oq
6. Pro-r-l1.ted o.tlJ{.(.stMut [br 5e...~DDI fr.o..,~.s oVl sc..le of ,..ea.1
esta.fe.. E"11fr.~ #"410 (s~~ st:.ItI~Ment sheeflt.H-a.dv.dh.~che.cJA)
7.
.sale ri Iqqg
rna,)"/:.h II. 200:;'
H ondQ SWan k L-et; -h'C!. 1t1\r1 Pa. H-erson O~
VIN IHG-CG-5S'f-OWA2SQQq,
TOTAL(Alsoenteronline5,Recapitulation) $ If', liq~ .:2f:'
(If more space is needed, insert additional sheets of the same size)
r
SCflF"D. E. J e.tJntd.
EST of F;(.Y~ J /PPP/llfJ E:
I~. So (!.I'a.,/ ~urdj I;;epos;t e.nr/t/eMeYlt
[3. u.~. lr00v..l"d -1<eknd 01\ pu-sorvJ Inc. tax
11 Per-sona/fy - see -rh.m;Ud I/alu.o.h'o"l ~L,eer a.*a..c,lttd
;;2./- () 1-1059
JI}" 331. DO
JP
IJ S-o.2. SV
?C I, S'f 1.10
J'
~6) Ii.,. 2~
r
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, P A 17055
1-800-283-2328 or (717) 697-1161
March 7, 2002
Charles E. Shields, III
6 Clouser Road
Mechanicsburg, PA 17055
RE: Estate of Ronald E. Frye
SSIN 162-48-1119
Dear Mr. Frye,
Enclosed is the information requested in your letter of March 4, 2002 regarding the accounts held with
Members 1 st by Ronald Frye.
Please do not hesitate to contact me at 795-5131 should you have any questions or require additional
information.
VAUIY YOurs,'i--V
LU;;;;U
Denise A. Anders
Insurance Products Supervisor
Enclosure
r
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
REGULAR SA VINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
193618 -00
05/11/2000
$2,070.67
$.00
$2,070.67
None
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
193618 -11
05/11/2000
$1,483.37
$.00
$1,483.37
None
CERTIFICA TES OF DEPOSIT:
Account Number/Suffix
Date Certificate Purchased
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Maturity Date
Name of Joint Owner
193618 -40 26 WK
06/1 0/2000
$5,387.51
$.00
$5,387.41
12/08/2001
None
193618 -41 26 WK
07/27/2000
$2,666.50
$.00
$2,666.50
01/24/2002
None
"M.ERS ~D1T UNION
~;rvl'
, Denise A. Anders
Insurance Products Supervisor
March 7, 2002
Estate of: RONALD E. FRYE
Date of Death: 11/01/2001
Social Security Number: 162-48-1119
,.
.
PSECI(p
,..-
!"';';" (
'"
the financial link 1M
March 4, 2002
162481119
Charles E. Shields. III
Attorney at Law
6 Clouser Rd.
Mechanicsburg. PA 17055
Re: Ronald E. Frye. SS # 162481119
Dear Mr. Shields:
Per your letter dated February 27, 2002, the following are the balances for Date of Death
and Interest that has accrued in Mr. Frye's account PSECU does not provide safe deposit
boxes.
Date of Death
Interests Earned Jan 2001 till Nov 1,2001
Savings: $12.012.77
Vacation: $9.16
Checking: $3.032.15
Certificate of Deposit: $1,336.92
Visa Loan: $355.42
$227.82
$ .20
$ 86.49
$ 46.20
If you have any questions, please contact me at (717) 234-8484 or (890) 23 7-7328 enter
--6" then extension 3120.
Sincerelv.
.~ . .
//--\d:{'dJJ \ \~ l.Vi
'\___yana Willard'
Account Advisor
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990. (717) 234-8484. (800) 237-7328
Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013. (717) 777-2100 (TOO) . (800) 472-1967 (TOO)
Web Address: www.psecu.com
Savings 1ederaiiy insured up to $100,000 by the National Credit Union Administration
;
ESTATE OF RONALD FRYE
03/11/02 Latisha
03/11/02 Latisha
03/11/02 L8ti~196
03/14/02 Marla Frye
03/14/02 Marla Frye
03/21/02 Pat Yohn
03/21/02 Pat Yohn
03/21/02 Pat Yohn
03/21/02 Marla Frye
03/21/02 Marla Frye
05/16/02 M.Compton
05/16/02 M.Compton
05/16/02 M.Compton
05/16/02 M.Compton
05/16/02 M.Compton
05/16/02 M.Compton
05/16/02 M.Compton
05/16/02 M.Compton
05/16/02 M.Compton
06/01/02 Marla Frye
06/01/02 Marla Frye
06/01/02 Marla Frye
06/01/02 Traci Frye
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
07/13/02 Yard Sale
PROPERTY DISPOSITION
Computer Printer (SIN SGH01 EOTCV)
22 Rifle Remington Model 514
~8' HOAela ^~~grd
Upright Vacuum Sweeper
Washer
Dryer
Computer
Iron
Stereo
Computer Table
Bedroom Suit (bed, dresser, night stand)
Entertainment Center (TV, VCR, stand)
Microwave w/ stand
Telephone
Kitchen Knives
Canisters
Silverware
Cups & Paper Towel Rack
Bedroom Lamp
Black Rocking Chair
Small Table wi Center Drawer
Toaster Oven
Kitchen Table - Glass Top & 4 Chairs
4-Amp. Battery Charger
Apollo Video Set
Barstools
Binoculars
Bookbag
Casserole Set
Cassettes
Cd Case
Chip Clips
Cleaning Supplies
Computer Discs with Case
Computer Games
Cooking Screen
Cordless Drill
Cordless Screwdriver
Dehydrator
Dolly
Flashlight
Floor Lamp
100.00
10.00
11000.00
50.00
200.00
150.00
250.00
2.50
75.00
20.00
100.00
100.00
20.00
5.00
3.00
2.00
4.00
1.00
5.00
25.00
25.00
2.00
50.00
10.00
5.00
12.00
10.00
3.00
4.00
0.75
1.00
0.45
25.00
1.00
6.00
0.25
7.00
8.00
1.00
8.00
2.00
10.00
(~ Mf'-~ '-4
E.,1)
.
07/13/02 Yard Sale Folding Chairs 10.00
07/13/02 Yard Sale Fryer 5.00
07/13/02 Yard Sale Glasses Sets 2.00
07/13/02 Yard Sale Hair Dryer 5.00
07/13/02 Yard Sale Hat 1.00
07/13/02 Yard Sale Heater 7.00
07/13/02 Yard Sale Inflatable Mattress 7.00
07/13/02 Yard Sale Ironing Board 5.00
07/13/02 Yard Sale Light Timers 1.00
07/13/02 Yard Sale Lunch Bag 0.75
07/13/02 Yard Sale Mini Fridge 25.00
07/13/02 Yard Sale Minolta Camera 10.00
07/13/02 Yard Sale Moon Book 2.00
07/13/02 Yard Sale Mugs 2.00
07/13/02 Yard Sale Nordic Track 35.00
07/13/02 Yard Sale Office Supplies 2.00
07/13/02 Yard Sale Paper Supplies 2.00
07/13/02 Yard Sale Pillows 2.00
07/13/02 Yard Sale Placemats 0.50
07/13/02 Yard Sale Pots & Pans 6.50
07/13/02 Yard Sale Power Strips 2.00
07/13/02 Yard Sale Print Shop 1.50
07/13/02 Yard Sale Puzzle 0.50
07/13/02 Yard Sale Pyrex 1.00
07/13/02 Yard Sale Snow Shovel 1.00
07/13/02 Yard Sale Star Chart 2.00
07/13/02 Yard Sale Table 10.00
07/13/02 Yard Sale Table Lamp 5.00
07/13/02 Yard Sale Telephone 2.00
07/13/02 Yard Sale ToolBox 25.00
07/13/02 Yard Sale Torque Wrenches 5.00
07/13/02 Yard Sale Tupperware 3.00
07/13/02 Yard Sale TV Trays 1.00
07/13/02 Yard Sale Videos 3.00
07/13/02 Yard Sale Luggage 10.00
07/13/02 Yard Sale Computer Chair 25.00
TOTAL 12S41.70
'I Stfl.1o
~'~":"., '*
, COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
F" teYE
,
/ttJAI A- L. D
FILE NUMBER
.21-0/- /oS CJ
E:
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. /J1RICU1 PA.1er
:J.2/3 S"~IAI~ ~UN 7:>~/IIG
mECHANICS BUJf26) ~A /7~S"r;
~E7( WI/=e; ND4J
Z>III~RCE[) .l9Yvl> ~-
5 I ])i!!!121!fi) 1/ S7ie'I/IJ682
7D rHE" 8€~.
8.
c.
JOINTLY -OWNED PROPERTY:
LETIER DATE DESCRIPTION OF PROPERTY '10 OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identilying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointiy-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
Icrrf;- SEE" SCHe1)UU: OF Se7J./CS EE U.S. '#- 3, Qo.:2..oo !.>lJ io ,c:
1. A. I) ClS/.OD
1~9S S/h'/N6,S /3tJIUDS ,,'J 7-rACHED
TOTAL (Also enter on line 6, Recapitulation) $ I, q 5 I. bD
--
(If more space is needed, insert additional sheets of the same size)
Savings Bonds Record of Valuations
Ronald or Marla Frye
I
Series Face Value Number Date Purchased Redeption Value Interest
EE $200.00 R 63241774 10/1990 $191.68 $91.68
EE $200.00 R 682 269 97 12/1990 $186.08 $86.08
EE $200.00 R 682341 86 03/1991 $186.08 $86.08
EE $200.00 R 714851 35 05/1991 $186.08 $86.08
EE $200.00 R 714 91721 07/1991 $180.64 $80.64
EE $200.00 R 696 969 32 10/1991 $180.64 $80.64
EE $200.00 R 697 037 33 01/1992 $175.36 $75.36
EE $200.00 R 697 12008 03/1992 $175.36 $75.36
EE $200.00 R 697 075 43 05/1992 $175.36 $75.36
EE $200.00 R 706 464 81 07/1992 $170.32 $70.32
EE $200.00 R 845 170 26 10/1992 $170.32 $70.32
EE $200.00 R 845 250 20 12/1992 $165.36 $65.36
EE $200.00 R 845 329 30 02/1993 $165.36 $65.36
EE $200.00 R 845 407 56 05/1993 $152.32 $52.32
EE $200.00 R 845 483 72 07/1993 $149.04 $49.04
EE $200.00 R 905 966 78 09/1993 $149.04 $49.04
EE $200.00 R 906 058 65 12/1993 $145.60 $45.60
EE $200.00 R 999 78004 02/1994 $145.60 $45.60
EE $200.00 R105010437 04/1994 $145.60 $45.60
EE $200.00 R 105018707 07/1994 $142.56 $42.56
EE $200.00 R105 027 474 09/1994 $142.56 $42.56
EE $200.00 R 111 037 461 11/1994 $142.32 $42.32
EE $200.00 R 111 046 929 01/1995 $139.36 $39.36
EE $200.00 R 111 056 124 04/1995 $139.36 $39.36
$4800 $3902 $1502
REV-IS10 EX + {l-9?}
'*
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
"
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
F;ey€) /t't?/tI/fLb
E.
FILE NUMBER
,,;:L1-OI-loS9
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
1.
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER
AlTACH A COPY OF THE DEED FOR REAL ESTATE.
u.s. SA-YINGS BoNDS J SETt-IES EP'/ ,P'A-V-
A-,eLE eM) /)€R7~ 70 H1~/ZLA ~YE".... ~~
HAmER Wf~ .9/=" O€CEt>I!:'7I/T, Now ])IVD~eEt..
"p.,,;,b (!PN.5f j)e;/lctJ ,f S 7.1<.4N68e 7D 7N€
i3 U~o1>. ':>E' E" S eN E'2J lL tG /I T'T.A" CH E/:) /I /!!:JflElZ;
DATE OF DEATH
VALUE OF ASSET
~, oO.;l.3'/
I
%OF
DECO'S
INTEREST
I dc:> "to
EXCLUSION
"F APPLICABlE \
AJj-4
TAXABLE VALUE
1K
J, 002. at{
TOTAL (Also enter on line 7, Recapitulation) $
" 00 2. ~t.f
IIf mnr", .,n",..", i., nl:lOliori in.,,," ",nnitin"",1 "h_t" nf th", "::1m", "i7A\
Savings Bonds Record of Valuations
Ronald Frye POD Marla Frye
"
Series Face Value Number Date Purchased Redeption Value Interest
EE $100.00 C196 130263 02/1989 $103.68 $53.68
EE $100.00 C 196 155894 04/1989 $103.68 $53.68
EE $100.00 C196 181 481 06/1989 $1 0 1 .64 $51.64
EE $100.00 C 210 989 711 08/1989 $1 01 .64 $51.64
EE $100.00 C 226 689178 10/1989 $101.64 $51.64
EE $100.00 C 226 721 628 12/1989 $98.68 $48.68
EE $100.00 C 226 752 558 02/1990 $98.68 $48.68
EE $100.00 C 242 889 095 03/1990 $98.68 $48.68
EE $100.00 C242 919 271 05/1990 $98.68 $48.68
EE $100.00 C 242 949 212 07/1990 $95.84 $45.84
$1000.00 $1002.84 $502.84
. ~"":.,:. '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
;LI-Ol- IDS,!
F ~ Y E:, /f!/J/v' A-l. /) E..
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
1.
FUNERAL EXPENSES;
Rona.ld 5",,;+1, F=u..ne.r4.\ Horne
(fIt! li1uY/or;(t/s
~-
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) SI€.E If K. WIfr;.MNl!ffJe
1.
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address :l ~ &T. 1I/!I/)/)E'Tl ;[>12../IIE
City /J/EeHANleS8u;et;. State
.;;..c::z. - sz- Cf/2 Z.
/1.1'1
Zip
/7 cso
2.
3.
Year(s) Commission Paid:
Attorney Fees (!II A/l tE"S E. .s;H /E2.DS 'l!L
Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
A/PII!E
State
Zip
4.
City
Relationship of Claimant to Decedent
Probate Fees 414J orl~i ncJ ',ssue. "f 5hort ce..rt: ~'CCLtes
5.
Accountanfs Fees
6.
TaxRetumPreparer'sFees R..'oert f>c.:.r.\( of PeLr\< F:II..,,,c;1L1 ~ I'fIec..J.'Ill.njc5bl(,~
~: e.\o<se- ~v..t 1040 I Pit !fO'1 I oql, fJ1+ Y-I, efG_ (~:sH1>I.-res,g."'''eJ)
Add,'h'onttl snDrf cerf,',h'ca.J-es
I'hle:/, 'A'pn.1 I'"t>/'ale f"ee
e"hJbe.,../ant! L.AMJ JOurnal A-dv'erl/.s;'!.f
H",.,./SbUY'! Pcfr.iof-lYt!IV$ /J1e!r,-t()esf A-dverl-;si,::?
7.
'0-
7.
ID.
/{,
Arfi
t~,
Vtriun
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
AMOUNT
~
if, 47 K, DO
?9o.t90
wAiVe,])
~
'/9:?S'.OD
/VoAlE
"IO',DD
'S/lJ,DO
'if'
9.00
sf /Ss: cO
~
7S". bO
" g-o, SZ
~ If. 73
'':l.!.S8
i
/3.
If,
t5.
I'.
/7.
IS'.
I'.
~().
';}I.
~~
<<3.
.21/.
2.5:
:l" ,
J1.
~8.
:J'f.
jo.
.31.
32.
33.
?lb.
.37.
38.
3y,
1"11,
~1.
1:l.
'13.
'It/,
Lf~.
1~.
'{7.
iff'-
~CJll!P. H. J ~n t.'c:l.
ESt. of F=/tVE / I'2PAlIH../) E.
u.tlit~ w{).n.w- of Pt.nna..
p p +L.
Upper At/en Twf'. (5~u )
Cht4.:~f Sl.C.f{J/:es. -,4.~"'n.t f>>r est.
A-r?~
'2.1 - bl-/OSCf
"~3.'f1
, ",31"
,
IDo, DO
,t t:t. fS
/1'1-.7'
~ .2/. S9
~ B "1.11/
1 ~3. 1{8
~I S.ot>
? 'I. 71
~ ~/.Sf
,~ $1)./)1)
1,. I.'
~ ~f.Z7
"g-sv. t10
~ Lf. 7 fL!, 00
3<</-.
.35'".
Ve.riz.on
Wt1.st~ M~~ t
IJ..rll'fed wa.Ji....
{JfJ f-L
,4 r? T
Ve,.j Z/;n
IVplk ; Shu.~r 1?~/ID,.s - lor A-ppmi $0..1 of' R~I es~ak
lAnifeJ t.uw o~ PUt\4.
PPt-L.
Crecf,t to Bl(.ye.r OJ'l, s~ of Rea.l Eshl..te I t;ntr!f #:" SI6-
CvMIV'\! .ss~ovt -to l.Vo(fe f Sht4rer-~- ~MA<< ReltH-o"", ~Y1ir~ #700
Unclerw"ii'nO F~e /D c.aJ~way F~lI'/cI;VZ11 EnfrJ #foc;
1t:U)C Se.rv;~ Fee t. A-bJe.r;CAtI Rea./ty 7tr.x Serv,'c4! I EntrJ a= filo
Ol.ern'.+~ l::le.""'er~ ~e(D~ MOl't~4't: Pa.r-bd),C,,1'Y-.:t ~ '"z
ReCllty -r;.....n.s.f-er T~ I E 1\ frJ '#= Iz.o "I
To.:,1- Ce.rtif;CA h'olll t-.. Mulil\ YtI'..n, I~ c..lIl!.c;h..... I E)t}w.J.:II: 1303
~ttcl 4l...... Se.~r -h> Llpp,y A-1IeJ1 Twp., Etth-,J #: J 30'/
A $.uc. ;/1.h'otl"Du.~ (D d- S ....'r1e ) -b $OI4t1t pc"',,t Ce.l'ldD As s...., eo 11 h-~ .:#: , 3o$"
C 5~ ~dH~rnent 5neet a.. -Hhched fo Scltted. A. - sa 1:reWl$ ;).,1 ~f'a.{
3'5 ~n).
,4.T~T
VU'i 'Zell
Wo.~te Ma.Y1dde.M01t
jJ /l f-L
,If If'
/bll'ful UJa fer
!tit/fed Nakr
Yfriun
Uf/p&r /Ilk/! MI-". - X#v~r
/J/drlt." 1;/'/1 I ~x all.
fJ P f-t...
I?"r/e Jnsur. Grt,ufJ.
/lTfT
'"7s.00
, 7S.00
"/ s.!:>o
I,~'i,"o
ft'i. (!)O
!lloe.oo
Jl 3~ a. Ot!)
,.~. 7 f
~ :U. ~'1
~
3lj.ltl
~7q.1I
~~. 7'1
".
'.r,,(
,.
'."9
~
::ll. t,7
"
(PO. Of)
fCI f /. tJI
"-/1. 3B
~
ILl t: MJ
,~. 79
SdteJ fI. I ~#Id
PSI: t?F F~Ye; ~t7#IfL.b E
4'f. Ye,..; ZD"
~7J. jJ jJf-L
Sf. Un/fe/ wafer
s~ tUlI red /ua..fu-
53. f=,'/t'f1J .::T"heY;+A.~t~ 1&v.I- ke..:h~\'""
S~. ~'l;~ ';\-to.\ A-c.cou..vtt (E~t;lro\.J
;2/-0!-/CJS9
~';;/. res-
~ .::?.s. "s;-
lC,. 7/
Jl ,(, ."
~1S:t!JO
JIZ/.DD
., :2/) 11f. S'
" COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FR. Y E) i(t?IfIIfLl> E.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
REV.1512 EX . {1.97i
FILE NUMBER
.2/-01- 10S"9
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
/Y}o,.fffQje L"4'1 p'a-yq6k. 7'l>
,!Jt:;)J'lf>y!J/4U,::r. 'Pate of cleqM
(s~e leller 4/fezcha:I)
6a~K 4f LQ,Hc/,'SbtuJ / Lqnd/JIJtuy,
bee. 14Jtce aud c5ah'rhtcl;OM ~ee ....
~33/ ~33.91
11 I 7. 5""0
{!,mcll.sf
, /19.38
" Lfi:., 7i
,. 7.18
,
oJ. 'f. ~
,
6t? 93
2.
3.
4.
pIJ+t.
Lvn,. t-e.cl Wa.-ttr ,,~ Penna.
,4T~"'"
s.
6.
Ver; Z,/)J'I
7.
!lfA,!p/IIah'c w,lf,tlrli/l"4/ -h // f/l5,f e~ f(,Y'(/(jh
,4cU. (~te U/lffllflr4PP/ 61-#/~nfe"f /:Ilktcj,~cI here1P)
fJ /1--1 0/ Reve.nue _ r;r .a".-rlt'-;{t2/ ~t!:5
ra. ~ r-'-
PsEC t{
;: 'to? 3 if
~ r-. DC;
~
TOTAL (Also enter on line 1 0, Recapitulation) $ '3 3, q ~ q. 51
(If more space is needed, insert additional sheets of the same size)
H. R. EGOLF
EXECUTIVE VICE PRES.
JOHN HENCH
PRESIDENT
H.W. CLEMENS
CHAIRMAN OF THE 80ARD
-(
ESTA8L1SHED 1903
THE BANK OF LANDISBURG
P. O. BOX 103
LANDISBURG. PA 17040
January 18,2002
Charles Shields III
Attorney At Law
Sir:
Concerning the information you requested on letter of Jan.IS-02,
Ronald E. Frye, Deceased, the information is as follows:
Loan No. 3366731, opened April 18,2000, amount of $35,000.00,
balance as of date of death-$33,066.37 plus accrued daily rate
of 7.6153 from 10/9/01 to 11/01/01-167.54. Total payoff as of
date of death is $33,233.91 plus Satisfaction Fee of $17.50.
Thank you /
.~ -:/
~h ?>; ~.L'~,-
Joan Smoker, Customer Service
OFFICES: LANDIS8URG - 717-789-3213 . 8LAIN - 536-3118 . SHERMANS DALE - 582-8511
PSE('~" .,<,,1
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P.O. Box 67013 (717) 234-8484 (Harrisburg) A<'~ ---
Harrisburg, PA 171 06-7013 (800) 237-7328 (Nationwide)
website - http://www.psecu.com
Pennsylvania State Employees Credit Union
VISA~
PAGE
1
'MEMSERNUMeeR. .
0162XXXXXX
0.00
0.00
0.00
...,..... .....,......- - ....
AMOUNT ENCl.:OSeo
1...111...111....1.1..1.1111111.11.1111.11.1...11..11111.1..11
RONALD E FRYE
61 SOUTHPOINT DR
MECHANICSBURG PA 17055-4269
Why waste time & money on writing checks and paying
postage?
If you are going to make your Visa payment using a PSECU
check, log Into online banking ancI1ransfer your VIsa peymentl
Or, call us at (800) 237-7328 nationwide or (717) 234-8484 in
HarrisbUrg. As lIle menu star1ll, enter 44. Us1l8n to lIle selec1lon
and toIlow the instructions. (You'll need your account number
and PIN hendy.)
Either Way - No Cost, Quick & Easy. Available 24-hours B Dayl
3090162481119
TO REpORT A LOST OR STOLEN CARD' CALL OUR BUSINESS NUMBERS LISTED AT THE rop OF EACH ST.O.TEMENT PAGE
FROM 7 AM - 5 PM MONDAY 10 FRIDAY AND 8 AM 10 12 PM SATURDAY, OTHERWISE CALL 800-556-5678
.Io1l;MBeFl~~R . '.~~TE..>~YMEi(I'Pu~p,.1'IO
CREASE BEFORE .
DETACHING HERE T
0162XXXXXX 12/31/01
01/25/02
0.00
0.00
0.00
ID 09 SUSPENDED VISA
POST TRAN REFERENCE
1210
1214
ID 09 SUSPENDED VISA
DESCRIPTION
lATE FEE
PAYMENT TRANSFER
CLOSED ON 12/17/01
FROM SHARE 01
AMOUNT
1. 00
407.34-
YTD FINANCE CHARGE: YEAR TO DATE
3.12
406.34
0.00
407.34
0.00
0.00
0.00
0.00
0.00
<>.....>"w~>i<.
X ..>)~l;t~~)..;;:
0.00
0.00
lOTAL
FINANCE CHARGE
1. 00 0.00 0.00
0.00 0.00 0.00
FINANCE CHARGE
PERIODIC + TRANSACllON 101l'L
0.00 0.00 0.00
0.00 0.00 0.00
2085679
~1
31
ANNUAL
PERCENTAGE R1rrE
9.900%
12.900%
........i. .t.'PHtMW J
'.~~..."':.:
. -. -. . .. " -. ,.,",
....................,.-....... .
0.82500%
1.07500%
REV.1513 EX~ (1-971
SCHEDULE J
BENEFICIARIES
.
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
F/lY~ /iP/lI/lLb E:.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIViNG PROPERTY
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. In t1/lt1l FIlYE
;).:1./3 5P~/NCr /<.UAl Dr<.lIJE
(YJECHJl.N/(! 5 SulQG-,;1/1 I/OS"f:
;J.. I< )f~A L. e:YIf-NS
;;].ZI'3 SP/ONG ,eUN DI2II1~
/fiG eNA.If) I CS i5J alE? 6", .r.7 A F7 It) 5"':>
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
F"4It.JI1E:(l WIFE"", NDW
1>IV[)/IlCED Ifful:> ~Sll)
E/'2Et:J;tf S TA.I+N6eQ
To tNi!: /3LPCD.
DJll.U.GHTl!F~ OF Fl/'JAPlER
wIFE, AlRJ/151t. /'fDof11lED
~~ NPhI C!bIVS,l)E1tlEl
A S-rAAN6e;fl 7i> 'T-VG'"
1Sl.e> e> ~ .
;2/-0{-/oSq
AMOUI\IT OR SHARE
OF ESTATE
A /Vow VD( D
DISPOS.ltION eF
A-LL. .
(lE5/Dult-P-y f3e7/1~/G-
I/l-A-Y Dr:' At:L.. .
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
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