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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 ~ ,;J SI ,9"0 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. '" '-' <I) u c:: :2 ~ Jl i-- ~ '5' f" Sr~ K. hI~7t:'Hf!" -0.2 ::L? s. moc/a't. r .Pr, ~.~ /?I~y,ql1;cs6<<~. Atf /7057.) ~~ ~~. 7/1'-'~ 7-//S? :;0 .- id c:: 01) ti3 ~J~ ~ ~JWJ 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 /7-~d-~ and ,x~./2f ~ ~~<1 C'-l ~. ;::s I::l - Ii: ~ ~ ~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... .$.l06.00.. ~ E~2ZT AITORNEY (Sup. Ct. 1.0. No.) df'S73 h C/lk.ser Rtf., A1~eAlIUI;iC~6u~,'/I- /7().SJ ADDRESS 7/7- 7476 -OZO? PHONE OQ :::Cf.' ::s ::;:l, 0- ~' C'!)' ""H'l ~;".. (';) J; \0 -0 N Go; U1 MAILED LETTERS ro CHARLES E. SHIELDS III d - :r:J ([) (') (~) ", (.> e5 '< 21-2001-1059 REGISTER OF WILLS OF C-.u #1 ~AJj) COUNTY OATH OF SUBSCRIBING WITNESS Sworn to or affirmed and subscribed before me this I ~~ day of A/~ Jd.2t't'/ ~~~~ }t (lux ,H fL [, iU tlAAf AYl1A- A-hn e: ~(Name) \ I !Jl;l So /J1ttq'der t!Jr.J /Jt~d,IH/cSbU(J A /7osz; (Address) Notarial Seal Charles E. Shields III, Notary Public Monroe .T"!p., CUf!lberland County My CommiSSIon Expires June 20,2004 Member, Pennsylvania Association of Notaries - Rt~isttl kt>~)' (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil testat_ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) 21-2001-1059 REGISTER OF WILLS OF CU/Hr3E7tUfAJIJ COUNTY OATH OF SUBSCRIBING WITNESS (?harkS R. Sh/e/d$ 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 ~i/;iTiIN/~//"--., 'i,I':'<~\" OF ;;;:.'';~-~ /\I~' \...\'. /..----~C;lIA,.-~' /,\ ...'v>-- -......"i, "7~ i~/'~-~\ )'~~/ 'M'~\~\\ ~~, ,. ,-p~\ I~ c:;,. . ::" .~%\ \~ w "'_ _ . _ 'i A}' _, ;,;,:bt. ~j \~ * ,- / ~,~. '. * ,:::/ \~ a ". ",~\o/ \~"'--~" '. .. ..~\,\;~ ':~<fiMi N1 \J\ 't~,;\'~' -.::':':Z'!.::;:/!:.~~!!g!!~'.!.~" / __/ /-.?l -0/ 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_~_____.________~_________________. .?2f7 "tk.f, J'd Y-<J" , ,,~ yq, . 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 [J 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 /? -cY~J;4~ ~ .n___" __ ~ '"?..J'C - L()( ~i::,qi~~tldt nf \/it3f Rp.r.mds . r5:stnct N /(~~_~~_______ 2~d-~~~ .2)~~~~~~~d-/ " , .' C', ___,Cd' ',,-'; "~',, ''..,':''\1 \ I -t\-_ Rnf'()ijgh. Tmvnshlp , ~ 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 ~Jjf-ry~ ... 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. ~Jj z- h~ " .v 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. ~ [~;tM 1i tZ/lo1 /Y1~ e., Wo. ~ f' --- 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 t) . . ,,; i:::L ~ N '/ "1 0._ '~I t%a4v E~y;- CHARLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representative , f:.t" ..'.:, \.0 N c..J o , '~ ,:5, "0-;' (0) 0>0: a: ...- p ,. '.:) .~, .0 .::S:: 0>= uc3 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, ~, ~ ~E: '~ Notary Public NOTARIAL SEAL Charles E. Shields, III. Nota",} Pub~c Monroe Twp. Cumberland County My CommlSSfOn Expfres June 20, 2004 7 .. < 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 $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 0/ ') 1/ ~ L. STATUS REPORT UNDER RULE 6.12 Name of Decedent: RfJ71uri E. ~ Date of Death: 11-1-0/ Will No. Admin. No. 02/- 0/-/05'7 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No , 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal ~~resentative file a final account with the Court? Yes No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes )( No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: i Z -/2, -0 z.----- Ckk P. .AddtJ () Signature Charles E. Shields, III Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA 17055 Address (717) 766-0209 Tel. No. Capacity: Personal Representative Counsel for personal representative (MAH:rmf/AM3) REV-1500 EX (6-DO) . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPl 280601 HARRISBURG, PA 17128-0601 REV-1500 I- Z W o W U W C w '"' lI::$<Il l..lll:lI: wll.l..l J:oo l..lll:..J ll.[Q ll. c( 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 z 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 z o ~ ..J ~ t:: a.. <( u w ~ 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 !;( ~ ~ a.. :E o u >< j:!: 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. 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AWno:) Pft!s 10J put! uf ':J!Iqnd A1t!JON g ':)Ul ::llOJ::lq 'woz "G'Y , A'~ JO At!P-f)t; alp 'S!ql uo GNYTN3HWD:)dO AlNnO:) 'SS YINY A 1ASNN3d dO Hl1Y3.MNOWWO:) 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 .4.) R e.~ 1...1 (t/'. St:wit11 S .4c.d: Wo. J'l3'/~-oo ~.) c..11 e. c k"11j A-c..et. ND. jQ3"18 -/I C.) C~r t: f. '('Q.tes of p~o:. ;t Iq3"'/~-~O ,;({q U,.)ed~. :1>.) Ce.rt i f.,' ea.re s bf 'Depos,:+ I q ~ iD I e -41 2..~ weeK, /~ (see. leff~ fJH.d daf4 sheet a iftu.hed J. 3. Pet'lm.y/va.I1L~ .5to..te F:tnp/oyees Crt!d,'f lA.nlOI'1 ,4.) SA.vi I'\q's A-~. S.) Int. Ac.cr. it cl.D.d. DI-1 If.) C.) ~eAJ.,'on ~jf)~S Ir-~e..t ']>.) I.nt. Jl.c.c.r. to d..D.d. D'" C.) 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 . ..~..: :,~!,::.3\. >,c.,...;...._,..'. ""':::', ,":.:':i"'" . ... .," >, ~ .',,: ,:'-is'd.... <~:' ~ 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) ----" hL "3 fr~> AW Aq gp~W gq A~W10 'pnq~ q~n5 01 p~d os spunJ gtp ApgdOld glPU~q 01 Almq~ pu~ gil~ q~ns JO 'gglStUj, AW)O UO!U!dO gIOS gql U! 'gq A~W S~ Wgql )0 q;)ns 01 JO 'Uglpnq~ p~s gql]O q~~g 01 A{l:Jg1!P gglStUj. p~S AW Aq gp~W gq A~W SlU:)WA"Bd P!"BS :)qj, 'pg~m q:ms Aq pgU!U1lg1gp gq n~qs SlUgWA"Bd P!"BS ]0 SgW!l pm'! SlUnOW"B gql pu~ 'Uglpnq~ p~s gtp JO IP~g ]0 pggU gl{l Aq gWP 01 gWP WOl] pgU!UUglgp gq U~qs Uglpnq~ gAoq"B :)l{l JO AU~ JO l!pugq gql JO) P!~d gq ollunOw"B:)Ill 'Uglp{!lI:J P!"BS gql JO AU~ iluow~ uopnq!llsw JO AlH"Bnoo 01 pmilg1 AU"B 100ql!M gp"BW gq Huqs "f" qd-e~l1md S!ql)O (y) qd~~1'1mdqns Aq pgz!loqln1'1 SlugwA~d gqJ. 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