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ltKnTlON Hm ltltO"ATl~ 'Inti GHANT 01<' l$l'TlmS
/j',llale of J~rle_t;.!.-~()!.t~-------- ..' Nu. J,I:'(f.lL~_J!..ill.--.-._--
(/f,w klloll'lI as _--.----.....--...-. -.... Tu:
____---...----.-....-...--.-..-.. Rcglslcr uf Wills fur thc
__,__- ______.__ ___' _' _ _, _ _, /JI'('('II,\('II. Cullnty uf ._<':I.1ll\bQrland--- 111 lhc
8(/1'11// 8el'lIrlly No, _ _____~.49::0.3-yj2() ._ __ ' . Cunllllunwclllth uf I'cllnsylvnnlll
Thc pctltlun uf Ihc nndcrslgncd rcspccllully rcprcscnts lhlll:
Yum pctltluncl(s)1 whulshlrc IK YCIIIS ur IlgC or uldcr IInthc cxcclll____.____. . namcd
In lhc IlIst will ur thc IIhuvc dl'ccllcnt, IhllCd _ _ .99,.tqIJqL t1.._ ..--------.----. 19..21-
IInd cudlcll(s) dlllcd - -.--" ---.--.------.--- --.-..------- --.--- --------.----
------.-.------.-- _.-.- ---. -- -.---.----..-.----. ---- --- ----.----------.
---------------.-.. -" ------------..- ..---.---..---.--.-..-------'--
-----------.-..--..---.-...-..... ----- ,-.--.-.----.-. --- --.--.- .----.-------
lllAl' ..1m III dlCIIIIIIIIIII"', q, ,,"""dllllll", ,Ielllh III ,,'Clllor, ctc,)
Dcccndclll WIIS llomlcllcd III dClllh In _____CW\~.len!~n~...--r:rltnr{; CUlltW1 I'Clll'SY\Vlllllal with 17055
h_---1I1st fllmlly ur prlnclplIl rcsldcncc III _.._____.___.:.:l~J~_:.Cl:!_____'.~(__ ehan esbUt:~
-------------.---.- -.--.....- -----..-.---- --"- -.--.-...--..--.-....----------
(1I~1 flllcel, IHlIllhcl fllltlllHllldpaUlyt
Dcccndcnl, thcn....-!}.-.- YCllrs or "r dicd _ ..J0-'.lu'.lJ:Y-1----------,.----. 19 94
1I1._._______JPJ.y--Rv\,ri.\;J!QHvJ,I:il..-..-. .. --..- . .' --.--------.----- .
ExccplllS follows, IIcl:cdcnl did nolmllrry, WlIS out divorccd IIm\ did not hllvc 1I chilli born or lIdoptcd
IIflcrcxcclltlon of thc will orrcrcd for prohlllC: WIIS nolthc victim of 1I killing IInd WIIS ncvcr adjllrllcalcd
Incompclcnt: .-----.--- -. ---'-" --.- - --..-" --.. --- --.. . .-.----..-.-----.------.------
Dcccndcntlll dCllth owncd PlopcrlY wilh cSlimlltcd \'lIll1cS liS follows:
(If domlcllcd In I'll.) Ail pmolllll propcrlY $----
(If 1I0t domlcllcd In I'a,) I'crsmlll\ properly inl'cnnsylvllnlll $----
(If not domlcllcllln I'a.) Pcrsonlll propcrlY In ConnlY $-.- --,-.--.-
Valllc or rCIII cstlltC In 1'''lnsyll'lInill $le1\8 than $2QQ.JL90. 00
sltualcd as follows: _____llP_par.te<;Ll"nds. .in-M:lIlrOO..'lbwnship,--Ctnllberlano (,"'1Oty.J-
__-.-. ___J'QlW;lYlSalli<\.<lncLuniOll-CQUllW.1-..1'enl1SY1\,<l!1ia
_,...---.-.-.----curr@!1J,:JY.J90kJ.ml-[QLgecl.J;.ererences
WHEREFORE, pclilluncr(s) lcspcctfnlly Icqucsl(S) Ihc prubatc of Ihc lusl will and codlcll(s)
prcsentcd hcrcwHh nntl thc grnnl of ICtlCIL_____.'1'e8tan-entaIT -,-
(tc~tl"I\C"IIUy~ I\dmlllhltllltnn c.l,l\.j I\dll1lnlslTllllol1 d,h,n,c,1.8,)
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----..----.
-..------
-----.--.---- --.----.----.---.--..
----------.-..
----.....----.---.--...---------
.----------------.----
.._- --...----.-..--..--'- ...-",.-.- -_.~---_.~
OATH 01' ltl~H.SONAL luutlmSENT A'l'lVE
~~~~~:~~:,~^.~~\'~_-(~I~I~~~~~LV ~~IA__r ~u
=-.--.. -+
Thc PI'lltlunCI(S) nhovc'llInl\l'd swenr(s) or n[[lIlIl(S) thnllhc slatcmcnts In Ihc rmct\olnB pclltlon lire
trnc und cupcct lolhc he51 "f the knnwlcdl\e and hclle[ uf 11Clilluncr(s) nud that liS pCr5011111 rcprescn-
lntlve(s) or Ihl' nbovc dcccdcnt p"IHloncr!s) will wclllnlll trnly ntlminlstcr thc cslutc nccordll1S to law.
7~ti~8t,~~iOOtr--------- ~
._....._ _;. .__..,_... _____.____._---------- il
_____<:m l).fi1Q, _I'1\--.l..7'Oll------- i:!
_....__phti..245,,042L----------- ~
--.--.-.- .----..--..--.- .---.---------- - ~
Sworn loo.r Ilrrillncll. IInll sllhmihcll.,. \'.
hcrm$! lIle Ihl, __.J d.______._ dill' 01
'frtiJij~(tgjV;;:iit:C:a. .;)Y;l;JL~ ~A~p",f~
I ../ - J () /.~, I/I'~I.s{(',v
IlWHIU\ ~;:\' J,II(\ I I 9
This Is tn certify thaI this Is R tnle wi'Y o! thc record which Is nn filc in thc I'cnllsylvnnin Div!sil~1 (~(~r;,~ lrCIWds in nccordnnce
with Act 66. P.l., .\041 nppruved by the Gcnernl Asscmbly, JUIIC 29, 19B,
WARNING: It 'I IlIegl' to dupllclle lhll copy by phOtOI'lt or phologrlph.
Pee!or this cerli!katc,~
ct.J..1I~
Ctwlcs Hnrdcstcr
Slnte RC/llwnr
2.S5~44 7
No.
JAN ,27 .1AA~
Dl\lC
.
tl101."I~.lIIr
COMMONWeALTN 0' ,eNHIVLs'N'A' OI'AATMINT 0' HIALTH' VITAL AICOAOI
CERTIFIOATE OF DEATH
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BfTanro-""_"hll
Bilder-Contractor
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816 Fairfield Street
..Mechanicsburg. PA 17055
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ueorge J. Nertz. Sr.
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KUNDRAT & ,SEDOR
LAW orTIC~S
r;X./- '14- .:1,Qi
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LAST WILL AND TESTAMENT
OF
MERLE C. WERTZ
I, MERLE C. WERTZ, of Monroe Township, Cumberland county,
Pennsylvania, declare this to be my Last Will and Testament, and
hereby revoke all prior Wills and Codicils heretofore made by me.
1. I hereby appoint my wife, HILDA L. WERTZ, to serve as
executrix of my estate. If she should be unable or unwilling to
act as executrix, I appoint my son, DENNIS C. WERTZ, to serve as
executor hereunder. If he is unable or unwilling to act as
executor, I appoint The First Bank and Trust Co. of
Mechanicsburg, Pennsylvania, to serve as executor hereunder.
2. The fiduciaries herein named shall not be required to
post bond or other security for the faithful performance of their
duties.
3. Except as may otherwise be provided in my wife's will
or trust or in any other trust, I direct that all estate,
inheritance and succession taxes that may be assessed in
consequence of my death, of whatsoever nature and by whatsoever
jurisdiction imposed, on property forming my gross estate for tax
purposes, whether or not it passes under this wHI, shall be paid
out of the principal of my probate estate so that the burden
falls on my residuary estate and none of those taxes shall be
1 ,/?J~II('Y~~
oharged against any benefioiary. This provision shall not apply
to generation skipping taxes.
4. Notwith8tanding the foregoing provisJ.ons, my exeoutrix
may request the trustee under my Agreement of Trust dated
October 14
, 1992, to pay any debts, expenses, and
taxes whioh cannot be paid out of my probate estate without
necessitating (1) the abatement of any nonresiduary devise or
b~quest, or (2) the sale of assets which are not readily
marketable.
5. My wife, HILDA L. WERTZ, and 1 are now joint owners of
a residenoe in Monroe Township, known as 816 Fairfield street,
Cumberland County, Pennsylvania, which is our usual home. If my
wife survives me, and at my death, our home, whether it be the
same as we presently own or one that may be hereafter acquired,
is held in any manner which will not result in passage of full
t.itle to her by operation and law, I give and devise my entire
interest in said home to her.
If my wife does not survive me,
said property described in this paragraph shall pass in
accordance with the provisions of Paragraph 7 hereof.
6. I give and bequeath to my wife, HILDA L. WERTZ, if she
survives me by thirty (30) days, all furniture, clothing,
ornaments, jewel ry , pictures, statuary, works of art , silver,
plate, bric-a-brac, tapestry, household goods and supplies,
books, linen, china, glass, and all implements, tools and plants
that may be in or upon our home at the Ume of my death, and all
2 ,4;/ / /;/c) n~rf-'
111'flv<<" . ,/P'!,fJ
automobiles and other motor vehicles / boats and horses, togethel'
with all policies of insuranoe thereon. If my said wife does not
survive me by thirty (30) days, then I give and bequeath all of
such property to suoh of my children who survive me by thirty
(30) days, to be divided among them in equal shares. Should suoh
children be unable to agree upon a division of said property,
al ternative choices of items of such property shall be made by
them until distrlbution is completed in the following manner:
the first choice shall be made by the oldest of my children, the
next choice shall be made by the next oldest of my children, and
so on until distribution is completed.
7. All the rest of my property, of whatsoever nature and
wheresoever situate, excluding property over whioh I hold a power
of appointment, I bequeath and devise to The First Bank and Trust
Company of Meehan icsburg / Trustee under an Agreement of Trust /
exeouted by me on Ortnh,," 1 il
/ 1992/ to be held by my
trustee or its successors and added to and administered as part
of the trusts established by said Agreement of Trust. The said
trusts are in existence as pf the time of exeoution of this will.
8. I hereby specifically decline to exercise any power of
appointment I may have.
9. No interest, whether in income or principal, of any
beneficiary of my estate shall be subject to anticipation,
pledget assignment, sale or transfer in any manner I nor shall any
suoh beneficiary have any power in any manner to charge or
3
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inoumber his or her interest, whether in income or prinoipall nor
shall the interest, whether in income or principal, of any such
benefioiary be liable or !Iubjeot in any manner while in the
possession of my executrix, executor, or a trustee or guardian
for any liabilities of such beneficiary, whether such liabilities
arise from his or her death, debts, contraots, torts or
engagements of any type.
10. In the administration of my estate, my fiduoiaries
shall have the following powers, in addition to such powers as
they may have by law:
(a) To invest any funds of my estate in any stock, bonds,
notes or other securities or property, roal or
personal, notwithstanding that such investments may not
be of a oharacter allowed to fiduoiaries by statute or
general rule of law.
(b) To retain and to invest in the common stock or other
securities of the corporate personal representative or
trustee, or in the stock or securities of any parent
corpcration or affiliated corporation of suoh
fiduciary.
(c) To sell or otherwise dispose of any property, real or
. personal, at any time forming a part of my estate, for
cash or upon credit, in such manner and upon suoh terms
and oonditiorls as they may deem best, and no person
dealing with them shall be bound to see to the
application of any funds paid.
(d) To manage, operate, repair, improve, mortgage, rent or
lease for any term any real estate at any time held or
owned by my estate.
(e) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate.
(f) To distribute in cash or in kind, upon any division or
distribution of my estate.
--7: y {J (2k1::
4 ,/ /!){/t,~ (V. _/'tI/tfJ'
(9)
To carryon any business cwned or controlled by me at
my death for whatever period of time they shall think
proper, subjeot however to other provisions and
restrictions provided herein, and they shall have the
power to do any and all things they deem necessary or
appropriate, including the power to incorporate any
unincorporated business, the power to borrow and to
pledge asset.s contained in my estate as seourity for
suoh a borrowing, the power to delegate all or any part
of the supervision, management and operation of the
business to such person or persons as they may select,
and the power to close out, liquidate, or sell the
business at such time and upon such terms as to them
shall seem best. My fiduciaries shall not be held to
personal liability for shrinkage of income or loss of
capi tal value that may be incurred in the course of
their operation of the business, except loss that may
resul t from their will ful misconduct. This general
power to carryon and/or sell my business interests
shall, nevertheless, be subject to any and all
restrictions that I have set forth in Paragraph 10
herein.
To hit'e any professionals, such as an attorney and an
aooountant which in my executor's discretion may be
helpful or necessary to assiot him or her in the
administration of my estate and my trust. The assets
of my residuary estate may be used to pay the standard
fees charged by suoh professionals.
In general, to exercise all powers in the management of
my estate whioh any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to them may seem
best, and to execute and deliver all instruments and to
do all acts which they may deem necessary or proper to
oarry out the purposes of this Will.
IN WITNESS WHEREOF, I, the said MERLE C. WERTZ, hereby set
(h)
(i)
my hand to this, my Last Will, typewritten on seven (7) sheets of
paper, including the attestation clauss, signatures of witnesses
and acknowledgements, upon each one or which I have also written
my name this
lM.h
day of
oC'~er , 1992..
(~d/ {~'~1tr
MEJU.E C. WERTZ
(.,
5
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On this 14th day of October , 1992, MERLE C. WERTZ
deolared to us, the undersigned, that the foregoing instrument
was his Last Will. and Testament dated the lMh day of nl1tllba-r
, 1992, and he requested us to aot as witnesses to same and
to his signature thereon. He thereupon signed said will in our
presenoe, we being present at the same time. We now, at his
request, in his pressnce, and in the presence of eaoh of us,
hereby subscribe our names as witnesses. Eaoh of us further
deCllares that he or she believes this Testator to be of sound
mind and memory.
.1~ln 1}}(, J; 01?2"t .1ir& residing at 1}1.//I'Jlo,n l{'/)lu 3 I)J/I
, { I
j'r,) , () ,) Iv.. l'IIN1/I) 1(\ I'
t nil{ IlL) residing at (,II
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN
SS
I, MERLE C. WERTZ, Testator, whose name is signed to the
attached foregoing instrument, having been duly qualified
aooording to law, do hereby acknowledge that I signed and
exeouted such instrument as my Last will and Testament dated
.....o...t nhpr 14 , 19927 that I signed same willingly 7 and. that I
signed it as my free and voluntary act for the purposes therein
expressed.
Sworn
WERTZ, the
me by MERLE C.
, 1992.
No
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NOTARIAL Sr:AL Pll~lIc
OENI5F. ~\ BOl.INSKY, N~~~nlY
11.1II'~ll'~, [lR\:f:;~':U'l' 1B \0'l5
JtW.~q~\!II.~u,qq t;IU"'r'~ -..--
6
21-94-298
RENUNCIATION
In Re Estate of
mERL.E ~, tJEIZT Z-
deccased,
To the Rcslster of Wills of ell. m Cd f R. 1..If Nj)
County, Pennsylvania.
The underslsned HILI)!;' L. IJE"I(T l i /A)/~w ~11d II~ ~~;X of
the above decedent, heteby rcnounce(s) the rlsht 10 administer the estate and respectfully ask(s) thai Lellers
be Issued to /J/ltfllf-G L T tJk?27l..
WITNESS my _ hand this ),'; day of -1l'i&JJL_, 19~.
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fi1ec.han;~~blAYJ.' PA- 110sr:"
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SUMMARVOF ACCOlM
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PRINOIPAL ED Yu
Receipts $328,618,12
Less Disbursements:
FunderalEKpenses 1 '$ 7,983.40
pees and Commissions 1 $ 10,100,00
Family EKemptlon 2 $ 2,000,00
Misc. Probate and Admin, Exp, 2 $ 1 ,696.46
Inheritance TaKes 2 $ 17,604,36
Debts of Decedent 2 ,1'lN:
" Total Disbursement of Principal . 2 $, 39,283,20
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INCOME
Receipts
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RECEIPTS OF PRINCIPAL
Rllel Gatate:
1. "SHOP" property on western line of Wertz Avenue
Monroe Townshlpl Cumberland County $ 42,177.80
2. FOUR UNIT APARTMENT looaled al810 Fairfield
Streetl Monroe Townshlpl Cumberland County $241,528.80
3. COTTAGE looated In Limestone Township, Union
Counly, Pennsylvania $_ 37.011.52
TOTAL REAL ESTATE $3201718,12
Cash and Miscellaneous:
1. 1966 Oldsmobile V,LN. 38696M408283
approximately 117,000 miles
2. 1984 Oldsmobile V.LN. 1G3AN69Y6E9703074
sold 10 Darryl Sohauver
3. 1984 Ford Plok-up V.LN. 1 FTCF15Y1 ENA
sold to Michael Wertz
4. Lathe and Sander In shop.
$ 1 ;800.00
$ 3,500.00
$ . 500.00
$ 2,000.00 $ 7.800.00
TOTAL RECEIPTS OF PRINCIPAL
$328,518.12
DISBURSEMENT OF PRINQJEAL
Funeral Expenses:
1. Myers Funeral Home, Ino.
2. Glngrloh Memorials
$ 5.633.40
$ 2.350,00 $ 71983.40
Fees and Commissions:
1. Exeoulor's fee 10 Mlohael T. Wertz
2. Charles E. Shields I III
3. Peter J. Ressler
$ Waived
101000.00
$ 100.00 $ 101100.00
1
Family Exemption:
1, Hilda Wertzl widow
$ 2.000.00 $ 21000,00
Miscellaneous Probate and Administrative Expenses:
A, Probate Fees and Shorl Certificates $ i!79,00
1, Additional Probate fee $ 70,00
2, Advertising In Cumberland Law Journal $ 40,00
3, Advertising In Harrisburg Patrlot.News $ 48,96
4, Accountant's fees to Bruce Huntzinger, close out
personal and flduolary returns for estate and
trust (estim.) $ 11000,00
6. Recording fees, etc" 10 transfer real estate Into trust $ 37,60
6, Filing Account (estlm.) $ 105,00
7, FIling Inheritance Tax Return $ 15.00 $ 1,695,46
Inherltanue Taxes:
1. Estimated Payment 10 Penna. Dept. Revenue $ 161200,00
2, Final Payment to Penna. Dept. Revenue' $ 2.404,35 $ 17.804.35
, Informational Note: These figures rellect Ihe credit
amount actually paid and not the face amount actually
owed which has now been acceptod as final.
Debts of Decedent
tol:
TOTAL DISBURSEMENT OF PRINCIPAL
$ 391283,20
RECEIPTS OF INCOME
$11340,00 rental Income per month @ 6 1/2 months ..
$ 71370.00
DISBURESEMENTS OF INCOME
$ NONE
INCOME BALANCE ON HAND
$ 7,370,00
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TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS.
TOTAL INCOME RECEIPTS
TOTAL INCOME DISBURSEMENTS
BAlANCE ON HAND FOR DISTRIBUTION
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$-39,2!l3.20
$ 7,(370,00
& NDNE
Bt',bi',~U m J I L\I'JIil FOR ~lll"(:RI8UTIO~1
$2961604.92
$ NmJ& ~.
Per Paragrpah 7: To Mlohael T. Wertz and Pat Myersl Co.Trustees, In Trust, under the
will of Merle C. Wertzl late of Monroe Townshlpl Cumberland County as per Reformation by
contempuraneous oourt order. (see copy of will attached)
. Information Note: Hilda Wertz had other souroes of cash which have been used to pay part of
the fees I costs and taxes. Thus the Items of real estate oan be distributed Into the trust without
enoumbrances. For more detallsl please refer to the Family Settlement Agreement and the
PEltltlon to Reform the Trust whloh have been flied contemporaneously.
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MlmJ,I~ C. Wmt'llZ
I, MEHLE C. \~lm'l'Z, of MonL'oe 'l'ownship, Cumberland county,
Pennsylvania, declare this to ue lilY l,astWl1l and Il'estament, and
hereuy revoke nIl pdo!.' Hills ami couiol1s heretofore made by me.
1. 1 heL"eby appoInt my wire, IIILlJh L. WEHll'Z, to S9rve as
executrix of my estute. l[ she should ue ulHlble or unwlll1ng to
aot as exeoutrix, 1 appoint my SOli, lJlmlHS C. WEH'l'Z, to serve as
exeoutor hereunder. If he is unable or unwilling to aot as
exeoutor, 1 appoint 'I'he I'irst Uallk and 'lIL"Usl: Co. of
Meohaniosburg, Pennsylvania, 1:0 serve as exeoutor hereunder.
2. Il'he f iduoiar ies herein named shall not be required to
post bond or other security for the faithful performance of their
duties.
3. Exoepl: as may otherwise ue provided in lilY wHe's will
or trust OL' ill any other trust, I direct that all estate,
inheritanoe and succession taxes thut may be assessed in
oonsequenoe of lilY tleath, of whatsoever nuture ami by whatsoever
juriFldiotion imposed, on property forming my gross estute for tax
purposes, whether or not it pusses under this will, shall be paid
oul: of the princJIJul of lilY IJrobul:e estate so that the burden
Calls on my residuary estnte und nOlle of those taxes sha'll be
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oharged ayaillst any uener.loiary. 'l'his' prov isioll shall not apply
to generation skippiny taxes.
1\. Notwithsl:u/llllny tho furegoing provisions, my exeoutrix
may request the trustee ullLler my lIyreemenl: of 'l'rust. dated
-ll1.:1.u.lJ.e.J.'._LtJ___.._.__....__" 1'J'J~, to puy uny debts, expenses, and
taxes which cannot ue paid out of my probate estate without
neoe!lsitutiny (1) the ulJntement of nny nonresiduary devise or
uequest, or (2) the sule uf ussets which are not readily
marketable.
5. My wire, 1I11AJ^ I... ImH'I'i:, and I are now 'Joint owners of
& resiuenoe in Monrue Il'uwnshil', knuwn os 016 Fuirfielu street,
Cumberlanu Cuunty, l'elln9ylv!1llia, which is uur usual hom8. If my
wife survives me, nnu nt; lilY donUl, oUt' home, whflther it Ue the
samEl as we presently OWIl ut' OliO thnt IIIny be herenfter aoquireu,
is held in any manller which will not result in pnssage of full
title to her uy operntion allll law, I give and uevise my entire
interest in sa iu home tu her,
If lilY wife does not survive me,
sa id property descdued in tiLls pnragrnph shall pass in
ancordance with the provisions of Pnrnyraph 'l hereof.
6. I give amI bequeath to my wHo, IULDA IJ. NEH'l'Z, if she
survives me by thirty (30) uays, all furniture, clothing,
o.t.'naments, jewelry, plotures, stntuat'y, wot-ks of art, silver,
plate, brio-a-broo, tnpeslt'y, huusehold goods and supplies,
books, lInen, ohlnl1, \llass, nnu n11 implements, tools nnu plants
that may be in or UpOIl our hOll1e at the time of my death, and all
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automoblles l1nd othet' 1II0tor vehioles, boatll al1(l horses, together
with all poUdon of insuranoe thereon. If my said wife does not
survive me by thirty PO) dayn, then 1 give and bequeath all of
such property to such of lilY chlldren who Elurvive me by thirty
(30) days, to be dlviueu among tholll in equal shares. Should such
children be unable to agree upon a division oC said property,
alt:ernatlve tlhoices of itol1\9 oC such prolJetty shall be made by
them until llistril.>Ul:1on is cOlllpletml in tho following mannerl
the first choice sh1lll be IIIl1UO by tho oldest of my children, the
next choice shall be lIIade by the next oldest of lilY children, and
so on until distribution is oompleted.
.,. !Ill the roet of my property, of whntsoevet' nature and
wheresoever situate, excludiny property over which 1 hold a power
of appointment, 1 bequeath and devise to 'l'he First Dank and Illrust
Company of Mechunicsburg, Il'rustee under an Agreement of 'l'rust,
exeoutod by me on fll'lllh'" " I d
, 1992, to be held by my
trustee ot' its SlWtleSSOrs and added to and aclminlsterecl as parI:
of the trusts est1lblished by said lIgt'eement of 'l'rust. 'l'he said
trusts are In existelwe tiS of the time of execution of this will.
u. I hereby slJedrlcully decl1nr~ to exercise any power of
appointment I may htlve.
9. No interest, whether in inoome or prlnclpal, of any
benefioiary of my estate shall ue subjeot to antioipatlon,
pledge, assignment, sale or transfer in any manner; nor shall any
Buoh benef ioiary hove any power in any manner to charge or
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ilwumber his UI.' her interest, whether In inoolOe or prinoipall nor
shall the interest, wlwther In inoom8 or prinolpal, of any such
benef!oiat'y be HuLde ot' subJeot in any manner whHe in the
possession of my €IX8CUtr!X, executol', or a trustee or guardian
for any liubl1itles of such beneficiary, whether suoh llabilil:ies
arise from Ills 01.' her doath, debts, contl'lwts, torts or
engagements of any type.
10. In the adm_lnlsb'at1on of my estate, my fiduciaries
shall have the fOlluwing pU~let's, in addition to suoh powers as
they may have by law:
(b)
(c)
(a)
'1'0 Invest ony funds uf lilY estate i/1 any stook, bonds,
nutos Ul' uthol: soull/-Itles ur pruperty, real or
personn1, nutwIthstandIng that such Investments may not
be uf a uhnrautel' alluwed tu rlduciaries by statute or
genel'al l'ule of law.
11'0 l'etnJn nlHl to Invest In the common stock or other
securitIes u( tho uorpornto pOl'sonn1 representntlve or
trustee, or In the stook 01.' socuritles of any parent
corporation or aff.lliated corporation of such
fiduciary.
'1'0 solI or othorw 1se dispose of nny property, real or
!lersonnl, nt any lime forlldng a !larl: of my ostate, for
oasll or u!lon uredIt, in such manner and upon such terms
Cllld oontU lions as they may deem best, and no person
deallng w1Lh them shnll be bound to soe to the
nppllontlon of nny fulltls pnid.
(d) 11'0 mnnngo, opel.'nto, repnJl.', 1mprovo, murtgage, rent ur
lense (01.' nny t01.'l1l nny ron1 ostnte at ally t1111e held or
owned by my ostate.
(e) 'I'D burruw monoy ful.' Lhe pnyment of tnxos or for any
other pl'opor purposes 1n tho ac.lmlnistratlon of my
estato.
(1:) '110 distl"lbuto 111 onsh or 1n kind, upon allY eli vision or
distribution of my estate.
4 '//~l? tl (J (~7h-i-
I/;A/tit rv, ./-M/tfj
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(\I)
(h)
'1'0 clIrry 011 allY busIlless owned or controlled by me at
my dellth (or whll tever pedou of Ume they shall think
prope I', sub j ellt however \;0 other prav isions llnu
l'estJ:!ul:1olls PI:OV iueu hereIlI, allu they shall have the
pnwet to do nllY nnu all things they ueem necessary or
apprcpdllte, inulllllln<.j the power to illcol'porate any
ullinoorporllted business, tho power to borrow anu to
pleuge nssets uonl:nineu ill my estate as socurity for
Eluoh n borrowillg, the power to delegate nll 01: allY part
of the SUplH'V isioll, 1II111Hlqolllent nlld operatlon of the
bUEliness to suuh perBon or persons as they lIIay seleot,
and the power to close out, liquidate, or sell the
business at suuh tllllo a Ill] upon such terms as to them
shall 8eelll uosl'.. My Ciduulades shall not be held to
persollal l1ablli ty (or shrInkage of inoollle or loss of
oapital value that lIIay be inuul:reu in the course of
their operat:loll of tile busilless, except loss that may
result frolll tholl' wlllrul ndsuolll.luot, 'l'his general
power to corry 011 Ollll/O!: Bell lilY business interests
shall, lIovortheloBS, be flubjeut to any anu all
restdutlolls that 1 have set forth in Parayraph 10
herein.
11'0 hiro allY proCessIollals, suell as all attorney and an
accoulltnllt whieh 111 lilY executor's discretion may be
helpful or lIeeessary to assist him or her in the
admlnistrntloll oC lilY estate und lilY trust. '1'he assets
of my residunry estate may be used to pay the standard
fees charged by such proCessionals.
(i)
III general, to exereise nIl powers in the management of
my estate which any indivhlual llould exercise in the
management of sImIlar property owned in his own right,
upon such terllls 1IIlLl cOlld1l:.lolls as to them may seem
best, allLI tu exeeute nnd del.lver 0.11 Instruments and to
do all auts which they may deem necessary or proper to
carry out the purposes of this WIll.
IN WI'lINESS ImEHIWl', I, the saId MEHLE C. WEHll'Z, hereby set
my hand to this, lilY Lnst IHU, typewritten on seven (7) aheets of
paper, Including the attestaUolI elnuse, slynaturos of w1l:ness8s
nnu acknuwletlgoments, UpOIl enuh one of whiuh 1 have also written
my name tIlls
1'1 Lit-- uay of -_.oueJAU ~ql' ,.,' ,1992."
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lmy E C. WEH'J.'Z 7
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1l~:,'~:91\ INHERITANCE TAX RETURN
~Jlf/w RESIDENT DECEDENT
COMMQljWIAl1Ho/PfNNSYlVANIA 'TO BE FIt.ED IN DUPI.ICATE "'I
OEPAAIMfNT ~' AlvENUE I "'-
ttAAAllm:b~ ~lt')1l80601 WITH REGISHIl OF WILLSI COUNTY CODE
. 'b.rtllirnl'l ;"AMi-Ftl~tl'iHi~~Hf,',imiiinf1ili^ii"'-'''''-"''c...,,"-,. ...m ,~,- mwrnlrtr,,JJiHniifiAmn. .---
ffi WEteTZ, InEIUE C. f/~ F,4/~r:lcZ.J) ~ESr
,.,t_ \~~~;~;~~~,,~I~~t.O I"Ai;~;1~~'9~r' r~~'~;'~192tJ 1~"'.~~~:~~~~~~~b(I1!~:~~~W~)_
j><l1. 0r1glnClI R.lurn ! I ~ S"I'I'I,'mon,"1 R.lurn I I J R.malnd" R,'urn
(lor dol.. of d.alh prior to 12.13,82)
! .1 4, llmllod E,lule I ~ll ftlh!rllll1!nrtJ\I COnlprolllho ! 15, Fodeful EIIOlt Tax
1101 dulfl\ of dnnlh Clho, 1 ~.I ~,n21 Rolurn Required
~ 6, Oocodolll Dlnd TOlltJlo I~ 7. l>~((OcI'lIlt Mnll1lutllOcl Cl llvin(j lru,' N/A.. B, Tolol Number of Safo Depolll BOl<8S
IAlloch copy 01 Will) IAIIII,h "'1'1 01 Ilulll
ALLcoiiilijpONDENCiANDCONFiDENTlAL TAli INFORMATIO~i SHOULO'IlIiDiiiICTillfol.-- ---."
'N^~it------...__._------_.----,-_.---. ....--- ". 't(i,l,i;'tfTf"},i^jiilIO-^lib~H~-P
(!II;; lUES E: SN/€'c.1JS 71I"
YliEPlioiU'fiuMAfR
, "
W"IOOIX+1I1,OOI
1. R.ol E 1IC1'0 ISeh.d"l. ^) I 11
2, S'ock, ellld ROh,lI 15chodul. 01 I 21
3, CIOHtly Hold Slod/PculnOf$llip Inlnro\1 ISdlOdulp CJ 1:1)
4. MorlgClgo\ on(1 No.ot Roc(llvClhlo ISchodulo OJ I III
5, Cmh, Bank Oopolll\ &. Mhcollulloou\ P(l'~Ofllll f'roporly! 51
ISchodulo E)
6, Jolnlly Ow nod Properly 15ehodul, n
7, TroOl'o(\ ISch.dulo 0) (Sehodul. II
8, To'ol Groll AlIoII (lolallll1O. ',71
Q, Funoral ExPMI0\, Adminhlrolivo Co\l1, MiHflllcmcou\ I QI
Expon,,, 15ch.dulo HI
10, Oobll, Marlgog. lIabllillol, lIonllSch.dulo II
11. Tolol OeduClionll'ol"llin" q & 10)
12, N.t Voluo 0' Ellalo (Iino 8 millu,lin. III
13, Charitablo and Governmolllal BoquollI (~,(hodulo JI
______, .1L N"_~c:l.u....su.~~,!IO_LCI~,II!.,,-I? mill"lin, 131
15, Amount of line 14 luxohle 016% role
Iloclud. valu" Iroro Schedulo K o. Sch.dul. M.I
16, Amount af lin. I~ lo,oblo 01 15% rol.
llncludo valuoI from SchfJ(lulo K or Schedulo M,I
17, Prlncipolla, due I^dd 10' from linn 15 "lid Iroro lino 161
18, Crodlh Prior f'Clymonh ; DiHounl
. /5/:;'~()'''' + J'&O,VO
19, If Iino 18 II {HO(IIOr limn IiM 17. emtor tho dHforofl(l'I nllllno lQ,
!ill II
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'7t~7./7..12 6~,-; tJ2- () 9
PILI NUMI..
91./
:el f
z
o
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E
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llol
Z
o
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g
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u
S
YEAR
NUMBER
(). U), ,l)1,(JIN Sf.
IJ1/iCflIJ ,fIts'& 1(1((;., III
17&55"
I 61
I 71
~ 3101715' ,/~
N()Nc
/1!otf!C'
IV &//)G
7, No' cH.
/11Mii'
1VtM/G"
-. . ,'-;~..-:-.--nl".~."'-":~~:--:;--::=~--, .
1 .;lll 77$.?S
I 81 _n
~ .
.~ ~t_~fl.,j2...
(101
--
MONt'. .
(151
~
(Ill .. .:J.1,27..f! .~L____
(121 ;a .30~1 1~V.L___n__
(131 ... ._ ,.tYRNff., _.n'
(I~I .. ;i6~tJ6?,]-?Jc2.L_u__
, _ .... . _ n _.___n_...n_u__n_________,
.i3ofD,7.3'i,'n.. x,06= ../~.r~f._~.r_
(liME X .15 =.IJIMltf.
(161
(171
/f,'I.p_'I!.~ S'._____
l-
. If",po.o. . ,.om
"yC(Vt!'
InlOro\1
(J
(I BI
(lql
'Chock luuo If you oro roquo_lInO (J relune of pur ovur nymont.
Thll i"h. OVERPAYMENT,
20, 1I1illo 17 I, uronlnr thClll Uno 1(1, onlor l11ro r1illfHonco nil linn 20, Thl, h 1111'1 TAX ClUE.
A, Enlor IIH' i"lorn,' on Ihn bulnn~o duo 0(1 linn 20A
1201
(20AI
120BI
:/1 '(pt',3L
o
;,(, $I "y.,.!S"
8, Elllor Iho 10101 of Unu 20 rlfld IDA on linro 700, 11.i\ i\ IllIt BALANCE DUE,
_u. Ma.ko Check Pavabl. 10' R.gl,tor 0' WillI, Ag.nt
------- . ..-OESURE TO ANSWER ALL QI.JEsiiONSON IiEVERSESIDEANO'TOREClfECKMATli.. .-----...--
~.d~~;~;~lill~o~~j.r.;riC;y~.i ~itlCiC1;~lil~;I-Tllnvli .~\ru!1.I~f'd Ihil 1011"11, hlrllJrlinu (l[(ompnflyin. q Hil01.iulo\ 'flnri -"C1I~~j~~,,~'~nl'ol1;b;;i~, my ~'~~wl.,dgo and'b~jj;[
II II Hve, (orrod ond (Omplolll. I dudmo Ilwt nil reol o,loln lie: "(lroll 10pOllod nllwn llllllkol vulllro Doclnrlllion 01 proporor othor Ihon Ihe p8rlonol rep'olenlollve h
bOlllcl on 011 infolmolion ofwhid, pr"JHldirh\" ony .knowll"dcll'
~'6'P~t7M""'.fij'ii"i1G'[,U"J' .",,,,,, ~:;/;.J;in;;~ ~NS (IAif" r~"f~-~~----
(~s:. ''''''A'!' OltIlU""" 'V)y,":'A"'" ,"""",,, .;l tV. Irl~,'" ':;{, "W'
...' tLe.u g.,-d/i<.,~'&tt..f:J.!L IJlfC./I,If/;CSV/('fl ill! /1055- I"-Y"P~
!IV,1l01IX+ 1II,Il1 *'
...__ __ _..__~.OM~~~~~~~;{~~~%~~~AN'A
iiTMioP'-" .....
iii t;;~t.l: C.
SCHEDULE A
REAL ESTATE
t(jla<. 'T 2.
PILE NuMBER
.. n.... ___.... _______
.. . -. . - ---,. . .....__......-.--_.....
;L/-f~-.2n
..._____ _ ._... om.. .....__._u,___.,_._
(P,oporty 'olnllv-ownod with RighI a! Su,v!,ollh'p mu.1 b. dhclo..d on Sch.dul. PI All ..olo.lot. .hould b. "porl.d at 'ul, mor~ol volu.
which I. d.f1n.d al tho fI.lco al which p.apOllv would b. ..chang.d botwlln a willing buyo. and a willing 1111.., n.ltho. b.lng campoli..,
I! buy' 0' ~!~,_~...~~ha~I~.,~o.a.!n..~I.~nowl.dgo a' tho ".I..anl 'aclo, . .. ... ... . ,'.h. .u.___..___h_______
NU"MEMBER DESCRIPTION VALUE AT DATE
OF DEATH
1.
((~H{);J. f}rP/l<-r5 PI' I()esltrn 1,~1/'; cll</ertz. A-V~lLU_1
!J1Mroe '(P;V(/S/II(), (!/{mber/a.tcl tbtmJ. Sea -rr.k~ i#leI
~rfec..t pholocopy cdllltlwl herero (1.5 Exh,'/;;t A for
(!.Imp/en de5~rJIJf;Oh, -r;")( I~Nel.l1: 22-1.'I-07f3-
030. TAt tUs~.sSl1lent 011 If.I..t PNfe;J .:: '$, l.-9t).1H
X eoulIJ IJlulh'plicr 1 /:{,t:<, ,:;: iI:l.,I77.J'~
rPkll UNIT i/-;?// f(TII1EiNT IN.rdecl at tit) fii"l'~
heM .sfreef; !l1tJllt'pe 1i'w/J.sI,;I" (!umbet-Ia/rd
etJul/fj: See Ii-tit (me! {'orrt~t ('~(Jy crllnd/eel
hen!;, a~ EXIJ,'611- 8 {PI' ClJI1'fJlefe de..scr/{Jh'on,
~ /arcs! # :J.z-tll./ -o7J'.3- 011:;.. 7k 45USStrlMf
()Il ~ ;;ropert:J;".. ~flJ''IO ..." )( &/.wy !Hull/p//u
of I~,n,.-:: "Rill; ,sf).8'.gO
:l,
3,
C.6 T Tn 6-~ IDC4 fed ill /','llIes mile 7Ownsl.;p"
UII/PI/ (!P/I,ny I !elwsrlvA-lUA .se~ 7f.t.t..e a"J &rred
;ohofo~py C( Iff< thed herd" as /=:)r/','6d e. Iv",
&lHplele descriph'oll, 7At. flSSeS$1I1ent ern ~ f1I"Ol1il"~
.r::: 1l'9, If7, I!O X /),/1/PI1 &unfy !llulhiJl/~r f 1I.f).? ""
;.37/ 011, S~
TOTAL IAlloln'.. on llno 1. Recopitulollon)
(II more 'POCII ;1 n..d.d. Inser' oddlllonol.hl~" o/,om.',lze,)
~
Jf:l., 177. J'tJ
1
.J. 'II, 5'~J'; 80
~
3~ 011.52.
s3z,o.I_718....11,.,
, /I ',.11..4 II'.'t.........
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11111' - 1',\
':)11 In;l :1'1 I'PI 'I 00
'l'IIlS DEED
.
MADE the +W~+,l HI day. of /)Il~ ~lfl /,1"- in the year
nineteen hundred and ninety-~hrP,t' between MERLE C. WERTZ and
HILDA L. WERTZ, his wife, of ~he Township of Monroe/ county of
cumberland and state of Pennsylvania, Grantors, and Merle C.
Wertz, of the Township of Monroe, County of Cumberland and state
of Pennsylvania, Grante~;
WITNESSETH,
paid, the
grantors do
That in consideration of One Dollar ($1.00),
receipt whereof is hereby acknowledged,
hereby grant and convey to the said grantee,
in hand
the said
ALL THAT certain piece or parcel of
of Monroe, County of Cumberland
bounded and described as follows, to
land situate
and state
wit:
in the Township
of Pennsylvania,
BEGINNING at a point on the western line of Wertz Avenue, said
point being at the southeastern corner of land formerly of the
grantor herein, now of George J. Wertz, Jr. and Betty L. Wertz/
his wife; thence along the western line of Wertz Avenue, South 04
degrees 55 minutes East, forty and eighty-four hundredths (40.84)
feet to a point; thence continuing along the western line of
Wertz Avenue, South 07 degrees 50 minutes West, one hundred
thirteen and thirty-two hundredths (113.32) feet to a point on
the northern line of a proposed street known as Fairfield cirole;
thence along the northern line of said proposed street, South 71
degrees 27 minutes West, one hundred (100) feet to a point at
other land of the grantor herein; thence along the line of land
of the grantor herein, North 1B degrees 33 minutes West, one
hundred forty-one and twenty-one hundredths (141.21) feet to a
point on the line of land now of George J. Wertz, Jr. and Betty
L. Wertz, his wife; thence along the line of land now of George
J. Wertz, Jr. and Betty L. Wertz, his wife, North 71 degrees 27
minutes East, one hundred fifty-nine and ninety-eight hundredths
(159.98) feet to a point on the western line of Wertz Avenue, the
prace of BEGINNING.
BEING the same premises which Fay C. Wertz, widow, by Indenture
dated August 16, 1964 and recorded in the Cumberland County
Recorder of Deeds Office in Deed Book "I", Volume 21, Page 174,
granted and conveyed unto the said Merle C. Wertz and Hilda L.
Wertz, his wife.
IfllI5 IS A 'l'RANSFER FROM IIUSBAND AND \m'E 11'0 IIUSBAND AND IS
TIIEREFORE EXEMP'l' FROM PENNSYINANIA 'l'RlINSFER TAX.
(3. l' 41f/)
AND lite laid gran lor S wUl specially
. . Itereby conveyed.
WAIII\^NT AND FOI\EVEI\ DEFBND lite plOpelly
IN WITNESS WHEIIEOP, Illld granlor s ha ve hereunlo sel their
day and year Clrsl above'wrlllen,
Iland and seal ,Ihe
Se.led .nd delivered In Ihe presence el
/." ~
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i
CSR'f1IIIOAT8 OF RSSWBNoa
I heleby celllly, Ihal Ihe precise residence 01 Ihe granlee . herein II al followl'
>II ~ FIl,;. f'l; IJ .sf, jllr:dw,,;...\ k ~ ~ M I 7v ~:~~.",.,..,t:},~ /.f~'..,,,,,....,.........,.........
11I1"olnoy 01 Agent lor Grlnl...
. ,
~unt~;~~;~~,~~~~~~,~,a~,I~"....,.... } SS:
On Iltll, tlte <<of4 day of D~ 19'13, befolu me (;L No/Qr(j R...f,I;c.
the undenlgned officer, personally appeared merlll. C, Wer.-r7- .....J H,'lcla..., L, W""+L
known to me (or lallsfaclollly proven) to be the person oS
Inllrulllenl, and acknqwledged Ihal -t~ e;;
contaJned.
IN WITNESS WHEIIEOF, I have hereunto set(iJ~..,,,71~..,~~,,..,,,,,,..,:~~:....,....
whose name" qrC.lubscrlbed 10 the whhln
executed the same for Ihe purpose Ihereln
""'".,,,,..,,,,,,,,,,,,,,,,,,,,,,,,..,,,,,.
My Com million noplret
NOMRIAL SEAL
DEBllIlAH K. ROSCIIELI Nolary Public
Halllsburg. Dauphin County
My CommlSllon Expires AIlg, 11, 1997
Commonwealth of Pennsylvania
} ss:
County of ,..,""',..,,,',,..,,,,.,,..,,,,,..,,,..,,,..,,..',,,,,,,..,,
On thls, the
day 01
19 , before me
Ihe undenlgned ollleer, personally oppeared
known to me (or lallsfactorily proven) 10 be Ihe person
Inll/Ulnenl, and acknowledged Ihal
conlalned.
wltose nOllle
subscribed 10 the wJthln
execuled lite lame tor lite purpose Ihereln
IN WITNESS WHEIIEOF, I have Ilereunlo set my hand and
seal.
.,"',.,..,"',.","',."".,.""",.""",.""",.,""""""''',.,.""""",,,,,,,,..,,,,..,,,,,
.,",.,....,""""''',,,,,,,,,,,,,,,,,,,,,,....,,,,.....,.,/,,,,,,,,,,,,,,;"""""",,,,,,,,,,1..,.,
My Com million &plr.s
"
r't'((A'iC, (;1) (3)
,
'fh. J'I.nhnhnrn ('.0,
WIIIl.mtroll, r.. 17701
WAIlIlANTY DEW
7'W. 3~ ,~),
-
.
111
eeb,
MADE the 'l'wentieth (20th) dny of December
In the year n)neleen hunJred nml niy,ety-tilroe (1993)
BETWEEN /~lER(,(l C. \~ER'I'?, and;'ULlJA I.. \~Im'l'l., his wife, of ~Iechanicsburg,
Pennflylvania, rmAN'I'OHS ill1r) partieR of: the fir!'!t part;
/~RLE C. NEll'I'?"
second part;
AN Il
of ~!ec:hanicsburg, Pennsylvania, G1lAN'l'EE of the
'l'IIIS IS A Il'HANSFE:H FHOH IIUSBAND AND IHFE '1'0 IIUSBAND
AND IS Il'IIEREFORE EXE~lpll' FIW~I PENNSYLVANIA 11'RANSFER TAX.
Wll'NESSETHI That In conslderallon of One ($1. OU) -----______________________________
----------- -------------.--- - - - - -- - --- --------- - ----- - ----- - -------- ------ Dollall,
In hand pnld, Ihe recelpl whereof Is herehy acknowledgedl the snld grantors
and convey to the said grnntee I
do
hereby granl
ALL II'HAT CER'rAIN messuaCJe or trad of land situate in the 1'ownship of
Limestone, Union County, Pennsylvania, and identified (In the UNION COUN'l'Y
TAX ATLAS On SIIEE'!, 91, and a part of PARCELS 01 and 02, lJounded and
described as fOllOWS, to-witl
BOUNDEn on the North by lands, now or formerly of Edward Smith, Clark
Nench, and Joseph Geiswite; on the East by lands now or formerly of
Lewis Bishop, Jolm Bishop and Hobert N. Brabitz; on the South by PelUls
Creek; and on the I~est by lands, now or formerly, of Nesley Rowles.
WHEREON is erected a two-story frame house and outbuildings.
"
EXCEPTING AND HESERVING '!'IIEREFHON ALL 'I'IIN!' CEH'l'AIN tract of land bounded
and described as follows I O.mINNlNG at the Northwest corner of the
property of Robert W. Brabitz as described in Ileed !Joolt 109, at Page 578,
Union County records, thence in a westerly direction along the Public
Road 11'-309 a distance of Sixty-six (66') feet., more or less, to a
Walnut; thence in a Southerly direction alony 1\ line parallel to the
Western line of said Robert \~. I1rabitz to a point at the low water mark
of Penns Creek; thence in an Easterly direction following the COUl'ses of
the low water mark of said Penns Creek to the Southwestern corner of the
said property of Robert \~. IJrabitz/ thence in a Northerly direction along
a line collTllOn to the Nestern line of the said property of Robert \~.
Brabitz to the place ()f l'8SJinning.
ALSO EXCEPTING AND RESEHV ING 1'IIEREFHO~1 a life estate in the dwelling
house free of any rent or the payment of any real estate taxes to
SIMON SIlERMORY, a IVidower.
ALSO EXCEPTING AND RESEHVING '11IEIlEFHON any adverse conveyances of record
in the Union County records.
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BEING A PAIn of the tract of land which Sl~ION SIIE~IOHY, 11 widuwer, by
his Deed dated October 7, 1964, granted and convoyed unto ClJlIR GROOVER,
said deed recorded on November ", 1964, in DEED BOOK 109, at PAGE 192,
Union County records.
AND DEING the sarre tract of land which CLJllH GROOVEll and NARGAHE1' S.
GROOVER, his wife, by their Deed dated June 9, 1955, ur1\nted and conveyed
Wlto MERLE C. \VERT?' and II1WA I" NEIl'I'?', his wife, in DEED BOOK 110,
at PAGE 192, Union County records.
IIntR3114 8"1
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AND the laid granloll will specially
hereby conveyed.
WAI\MNT AND FOIIllVEII DEFEND Iha plopelty
IN WITNESS WIIEI\EOF, saltl glOntlllS IIlVo
day and yea I nrSl ahol'c,wlltten,
herellnto tict their
hand s nnd leal S I .he
S"I.d Iml d.llver.d In tho \"OIOnce or
/t -' c'" /.-- .
.",." .,L..;, I:~.t. :~;-,,~:::) (;1...." (;-::;.,~~" ,t.~,:;:,::" "",..",,,,,
,I ;j;o/t.~</1'''',r,~'::J'/'''~1.::.~,~:,,(.'::::::::~,,,,,,,,,
'1""", ,,, ,,,,,,,,,,,,,,,,..,,,,..,,,, ",,"''''''',,'',,'''',
':fl~;I'~l~vt:o~SNr<IErVlll:~:jl~},~ ".., "" "'" """'''''''''''''''''',''''''''
"I~~t..t,\\t,~I~,,\ '., '
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fl\)Jlf~. r/' ';n ;~l'lri;!l ,;\tl~~ (1\, 11.1 ,m.,c,o~nr.A'.9f. ,~,~il", """ '"
il, ~f'Ukrjl ('\.~li;~~ " ': rc''''',_~..~I2...~..,-
" ~W' ". I
P/ fl' ~'I:'~'..\\''1\';;;:'';' ,'.~1,.H'-~IU.,I.;!.I.', ",,,,,,,,,,,,,i,,-~1.'f.,,,,,,,,,,,
i~' ~~~ :A,/''';''~', ': 1'1,. ~i--'
rIJ "I ".,l' ',' ~ '
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.h I ,,' ,-
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, ""'" """'"'''''''''''''''''''''''''''''''''''''''''''''',,''''''''''''' (IUL)
."..".,..., ",.."",."."",,,,, '''' '"'''''''''''''' ''''''''',,' '''''''' ""'" (IIAL)
""OAlE,'OI/24/Im'''''T1Ilf:I''101300'''IHST''HO"t" (II~
UHIOIl COUNTY, PA .
OfFICE Of' THE'REtlMltER'Of'HED9""""" """" (1m)
RECEIPT HO I 000476 TYPE DOC I DEED
REC FEE . 13.00
lOC RTT I 0.00
9T RTT I 0,00
CnnTll'IO^lll 01' RnsllllNlJiAX I 0.50
1 hCII'~Y '.:ltlfl'l ~hal t~e, rlcdse IIlsldence of Ihe grantee "",' _ heleln is al follows I
9"1(/ {-'l,..'II~,li .."I 'J I'I;"~ hili,' ,AII'?/~I/l,~/',,6.\,:~:::-:::''' !...:fU{r:,u.~;:...,........,
;;t1:~~' or Ag.ntlol Grantee
,
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Counl~~:~ell~l,~~l~~I~I~""..,,,, } 88:
On thll, the c9.0/{, day of R>~~ 199;l, befor~ me 0.. Nofar(J
/1A Ie'" t ~ I-I-dJa,.
the undersigned orflcell personnlly 8ppealed no{ r- <. ,w e.r z..
, ,
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fcJ,/,'c..
L. Wertz.
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whose nallll\S t>. r(,. snbscribed to the wllhln
known to me (01 satlsfnctorlly plOvcn) to be the persnns
lnllr.~~~nll :8nd acknowledged lhal -f/'e ~
. ' : ..' contained. .
exccnred Ihe sallie fOI Ihe l'Ul'pose Iheleln
.!.;' ,,:.:'"
?'. II"
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.: ..'",\.
'",', "; " ~\
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1'\ :"~.' , \.,'
;. 'r ,I"" ,1JJ \\\. ,',,' "
" " I " ,'" "
""""~ I,: "" " ,.'CoI;unonweahh of Pennsylvnnla }
ll., ,,'
r 'LI :t"tlf'~I" I'
'. " County of "........",,,..,,..,,....,..........'........',,,,,,,,,,.... '
.r:;.l:N',~l~N/lSS WHEI\EOP, I have hereunlo Sel""1?Jb,4"~..:,rJ{kclJ..,""..""''',..~,a,I.,,,,,,,..
, .
." ..
C"l : ~ "
'1\ : ,;
My Connnllllun EXl'lres
NOIARIAL SEAL
DED0I1AII K, ROSCHEL. Nolary Public
Harrisburg, Dauphin Counly
My Commission CKplres Aug, 11, 1997
..
58:
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On thlsl the
day of
19 ,before me
the undersigned offlcell personally appenred
known to lIIe (01 satisfactorily l"ol'en) 10 be the IlCrson
InlllUlller1l1 nnd acknowledgcd thai
conlalned.
whose name
subscllbed to Ihe wllhln
execured Ihe sallie fnl the PUII1050 Iheleln
IN WITNLSS WIIEIUJOII, I have hCleunll' 5el lilY hAnd nnd
seal.
"""",,,,,,,,,,,,,,,"'\"'"''''''''''''''''''''''''''''''''''""",,,,.,,,,,,.,,,,,,,,,,,,,,,
My Conllnllllun EXi>!'"
mrR344 39
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County of
On lhls, the
the undersigned oFFicer,
day or
personally appeared
I SSI
19
, heFore me
Slate or
known to me (or satlsFaclorlly proven) 10 he the persnn
Instmment, and acknowlcdged that
cOlltaJned.
IN WITNESS WIIIlRIlOJl, I have herennto set my hAlld nnd sell.
whoso name
suhscrlhed to the within
execnled the S.1me for the purpose lhereln
"",,,.,,,,,,,,,,,,,,,,,,,,,,,..,, ".,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,, """"""""'"''''''''''''''''
""...""..""'''''''...''...'''''''''''.,.,......'''''''''''''''''''''.,..'\""""""'"''''''''''''
My Commllllon Il"l'h..
Slale of
} SSI
County of
On lhls, the
day of
19 ,hcForo me
I
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the undersigned ofFicer, personally appelred
known to me (or satlsfnctorlly proven) 10 he the person
Instrument, and ncknowledged thnt
conlalned.
IN WITNIlSS WHIlREOJl, I have hereunto sel my liund nnd
whose name
subscribed to lhe within
, executed the sarno for the purpose lheroln
seal. '
,.""",."."""",.'.",...""""",'.','...'...,.."""",,,,,,,,..,,,,,,,,.,,.,.,,,,,,,,,,,.,,,,.,
.",,,.,,..,,,,,,,,,,,,,,,,,,,,,,,..,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,."'''''''''''' ",,,..
I
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My Commlllloo nXpllO'
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'tl ,i --
J 'to l~JI I
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Commonwealth of Pennsylvania
} SSI.
County of """"""..,..,,,,,,,,,,,..,,..,,,,,,.,,,,,,.,,,,.......,,,,,
RECORDIlD In tlte OrFlce For Recording of Deedsl ClC., In nnd For laid Cl,unty, !n Deed
Book No. , Pnge
WITNIlSS my Hand ami OFflelal Seal t111s
day of
; 19
""...'.'""""",...."".,,,,,,,,,'..".',,,..,,,..,,,",j.."",.""",,,,,,,,,,,,,,,,,,,
R,cord., Cl' nttd.
, I
, MUN~Ul: IUWN~ttlt' MARCH 01, 1994 18,IJ40
MAKII 0teacI '"YAIlI TOt I
MARY A. MURRAY, TAX COLLECTOR MAR-APR MON,TUES 12-6PM WED
1375 CREEK ROAD MAY-JUNE MUN 12-5PM
BOILING SPRINGS, PA 17007-9696 JUL-OCT MON,TUES 12-6PM WED
PHONE 717-258-6420 NOV-FED HON 12-5PM
~. -M- l-S--l-UaHfLlffiT-o._-------
'tit, .0} . U , II. ",p ___~__~ ~__..~ _ %P III DURING nill fllRIOO flAY THtI AMOUN
424.65 27,69 55.39 DISCOUNT AR I-APR30
433.32 28.26 56.52 FACE AV I-JUN30
476.65 31.09 62.17 PENAl.TY FT JUNE 30
ACCT NO 22-24-0783-042 DID FAIRFIELD STREET
WE R T Z, MER L E C. & W I F E TIt R U 8 1 4 F A I R FIE L D S T R E ET .b I
816 FAIRFIEl.D STREET LAND r\II1-1'
MECHANICSDURG, PA 17055-4020 DLOG ~..'
2308
12-5PI
12-5PI
n vu~.. ".11" ,,(,!, ".., ~II'" ,." 01" r , '" " "
507.;
518. J
5 9..J
COMPANY
ON 1/08/95 UNPAID TAXES WILL BE TUR~
OVER TO CUMBo CD. TAX CLAIM BUREAU.
$1.00 FEE FOR ADD'L RECEIPTS REQUESTE
TAX YIlAR
1994 REAL ESTATE TAX NOTICE
MONROE TOWNSHIP
IWCI CHK1tI ''''''lI10:
MARY A. MURRAY, TAX COLLECTOR
1375 CREEK ROAD
BOILING SPRINGS, PA 17007-9656
PHONE 717-258-6420
** COUNTY
MM
MARCH 01, 1994 9,050
I MAR-APR MON,TUES 12-6PM WED
MAY-JUNE MON 12-5PM
JUL-OCT MON,TUES 12-6PM WEO
NOV-FEB MON 12-5PM
DATE
ASSESSMENT.
BILL Ne
2305
12-5P
12-5P
- - -x- ,_I_ IDT."L15wmnu.e ._ '.. __ _ __ __ _ _,., "
lIP ~ 0 3 : ~ ~ ~OX_'.~:~~-~~jl-_tO~_fm-2-:-:~C:~_. _~:,e__-_-----'!-;I-~~ O~N-;-- M,M::'HO IT:': ;:0;01 PAY Tl'; ::o~
208 . I 5 I 3 . 58 27. I 5 FA C E MAY 1- J UN 3 0, 248 .
2 2 8 . 9 7 J.~-'_?_~,-_____2}_.L 8_7.:.._________J.'~ A L.LL...'/I..E.LJ U N E 30: .JlL.
ACCT NO 22-24-0783-041 816 FAIRFIELD STREET
WERTZ, MERLE C. TRINDLE SPRING MANOR
816 FAIRFIELD STREET LOT
MECHANICSBURG, PA 17055-4020 BLDG (}.;/ ~o"""'"
I F~mEJsIC'R'(rWI~III'I~ (rR.W~RI~~
THIS BIl.L TO YOUR MORTGAGE COMPANY
ON 1/08/95 UNPAID TAXES WILL BE TUR
OVER TO CUMBo CO. TAX CLAIM BUREAU.
$1.00 FEE FOR ADO'L RECEIPTS REQUEST
T~f~R REAL ESTATE TAX NOTICE
MONRDE TOWNSHIP
lUJ(J CHlCKI '..'....\.110:
MARY A. MURRAY, TAX COLLECTOR
1375 CREEK ROAD ,
BDILING SPRINGS, PA 17007-9656
PHONE 717-258-6420
Y lffi!ffiTP
1'0 %P --'75"M 0-;;.-3:-0 M
MM COUNTY MM
MARCH 01, 1994 3,290
I MAR-APR MON,TUES 12-6PM WED
MAY-JUNE MDN 12-5PM
JUL-OCT MDN,TUES 12-6PM WED
NOV-FEB MDN 12-5PM
DATE
ASSESSMENT
BILL NO. I
2307
12-5PM
12-5PM
~IP
M
%P
74.16 4.84
75,67 4.94
83.24 5.43
ACCT NO 22-24-0783-030
WERTZ, MERLE C. & HILDA L.
816 FAIRFIELD STREET
MECHANICSBURG, PA 17055-4020
9.67
9.87
10.86
DISCOUNT
FACE
PENAL TY
WERTZ
AR I-APR30
MAY I-JUN30
~FT JUNE 30
AVENUE
88.6
90.4
99.5
LAND
GARAGES
~
IF ~1C'~~e':ln'JF~O"'PftII
THIS BILL TO YOUR MORTGAGE COMPANY
ON 1/08/95 UNPAID TAXES WILL BE TURN
OVER TO CUMB, CO. TAX CLAIM BUREAU.
$1.00 FEE FOR ADD'L RECEIPTS REQUESTE
~;;;;M~~MUR~AV, TAX COLLECTOR I MAR-A~R '~~N~~~~S 12-~;~-~~D
1375 CREEK ~OAO MAY-JUNE MON 12-5PM
BOILING SPRINGS, PA 17007-9656 JUL-OCT MON,TUES 12-6PM WED
PHONE 717-258-6420 NOY-FEll MON 12-5PM
TrnJfA' mmt-nr'l
liP 2 6 2 : ~ : ~~7 -:;~ =[SjrS;~:~~~; :~'-iP___==~M -0 I :~ 0 UN T !! ~U;HQ I~: ;:~: 0 PAY Tlilt AIlOU~
267.1,9 17,1,5 31,,09 FAGE AV l-JUN30
2 9 I, . 2 I, 1 9 , ~ 0 3/1. 38 PEN A LT V FT _,J U t~ E 30
ACCT NO 22-24-0783-093 915 SPRING CIRCLE
WERTZ, MERLE C, & HILDA L, & 917 SPRING CIRCLE
816 FAIRFIELD STREET LOT 90
MECHANICSBURG, PA 17055-4020 SLOG
12-5"'~
12-5P~
"'\'''''41/",,,,,,,,,,,,10. ~I.""'H""""", "",,'''1'
\}-.\)} ~ ~
31 3 ,I,
319.8
351 8
BILL TO
ON 1/08/95 UNPAID TAXES WILL BE TURN
OYER TO CUMB, CO. TAX CLAIM BUREAU.
$1,00 FEE FOR AOO'L RECEIPTS REQUESTE
. ..-. .-. -"- ~-- - .....
T~, VMR DATE ASSESSMENT
t994 REAL ESTATE TAX NOTICE HK COUNTY HK
MONROE TOWNSHIP MARCH 01, 1994 11,880
"AXIl CHICkS uualllTO I
MARV A. MURRAV, TAX COLLECTOR MAR-APR MON,TUES 12.-6PM WED
1375 CREEK ROAD MAV-JUNE MON l2-5PM
BOILING SPRINGS, PA 17007-9656 JUL-OCT MON,TUES 12-6PM WED
PHONE 717-258-6420 NOY-FEB MON 12-5PM
-IJur..RIV2'3-"O .\ J1-0I}3.nRVl:~-5-nl OWN SHTl'lo ..-----. -....--.--... .--...------ ' ,
o t,P I 1.11 ",P . \11 0 ',P oJ I IAI 'IP ... '"'.P III DUlliNG TH19 peAIOD
~~T~ir--'-i~:~l"-i~:~1.r-'------- H~~OUNT -~~~ t:~~~~g
300,56 19,601 39, ~_Q.I.._. PENAL TV FT JUNE 30
ACCT NO 22-24-0783-099 901 SPRING CIRCLE ;f1'I
WERTZ, MERLE C. & 903 SPRING CIRCLE ()~ st.
816 FAIRFIELD STREET LAND rr
MECHANICSBURG, PA 17055-4020 BLDG. .
Bill NO
2304
12-5PI
12-5PI
PAY THII AMCUI
320.
326.
359.
IF~~'CI'~towj,~III'rOiJRW'.
THIS BILL TO YOUR MORTGAGE COMPANY
ON 1/08/95 UNPAID TAXES 141 LL BE TURI
OYER TO CUMBo CO. TAX CLAIM BUREAU.
$1,00 FEE FOR ADD'L RECEIPTS REQUEST
OATH
ASSESSMENT
TAX ve~R
1994 REAL ESTATE TAX NOTICE xx COUNTY HH
MONROE TOWNSHIP MARCH 01, 1991, 12,300
MAXI CHtCd 'A1A1lJ 10: I
MARV A. MURRAV, TAX COLLECTOR MAR-APR MON,TUES 12-6PM WED
1375 CREEK ROAD MAV-JUNE MON 12-5PM
BOILING SPRINGS, PA 17007-9656 JUL-OCT MON,TUES 12-6PM WED
PHONE 717-258-6420 NOY-FEB MON 12-5PM
ll",..!l. ~Y !'7.LJJumS]fl~e.ll --- 1~.
~p I III L!..~L__tJ_;l~ _lP-!!f'__3-1-Y _~~~_~ '1.P
27'7.24 10.08 36,16 DISCOUNT
282.90 18.1,5 36,901 FACE
311.19 2,Q.., 30 __._~~1J PENAL TV
ACCT NO 22-24-0783-126 310 WERTZ
WERTZ, MERLE & WIFE
816 FAIRFIELD STREET
MECHANICSBURG, PA 17055-4020
Bill NO, '
2303
12-5PM
12-5PM
M DURING THIS PI!RIOD
lliI"fllUrn.Nll"'''.l''"llrllrr"ftll.Wt'"11,,,AIlI''f1r,,..,!,,.
PAY TIllS AMOUNT
AR 1-APR30
AV 1-JUN30
FT JUNE 30
LOT 64
BLDG
AYENUE ~Irr;
9~
331. 4
338.2
3 7 L.!!
IF .,.r~E1.JA'REI(1'IN.II'E'S'CI'R'Olir:'m'IF~OIJRWTRD.
THIS BILL TO YOUR MORTGAGE COMPANY
ON 1/08/95 UNPAID TAXES WILL BE TURN
OYER TO CUMBo CO. TAX CLAIM BUREAU.
$1.00 FEE FOR ADD'L RECEIPTS REQUESTE
~ 1 SCHEDULE H J
'1~q~;~ FUNERAL EXPENSES,
COMMONwrAlIIl 0' mlNlYlVANIA ADMINISTRATIVE COSTS AND
INlm:b~71~'oltc'I~I~~'N MISCELLANEOUS EXPENSES Please Print or Tvpe
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ITEM
NUMBER
DESCRIPTION
A, Funeral Expensell
1.
fIIYEf(S PUN€/(HL HMI6, 77tc.
G.INCI!fIOI 1J11i1Jf"~/"'t.S'
:/.
B. Administrative Cosll,
C.
1.
Personal Represenlallve Commlulons I'IICIMIi(' (,)/iJ'/. r,t.
Social Securlly Number of POrlonol Represenlallvo: _____.m__'_.______
Yoar CammJlllons paid ___....__ .._...,......__,
2.
(~Sh'fh.}
(n.llm,)
3.
Allarney Feos Mlft</.EJ 1:. ~"Hlb't.Af ]It
PI!7ltl1 J. I?ES~(t;"N.
Family Exempllon
Claimanl _fll"'f2tJ-__ft.!~r~_.._ Relallanshlp tv/bow
Addroll 01 Claimant 01 docodent's dealh
51rool Address _3l.~_EIfLt?f/_'!7:P.....__Sr..____,___.__..____
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4,
Prabalo Foos ""of .short Cerr;f,'c.:..(t~
1.
Mlscellaneoul ExpenUl1
Ad d,'-/"Olal fJl'OhA.f~ he.
Ifdverh'siO h. C".,mlur/4J(d LMAI J,"lfIral
IJ.drtrlis;(j ;11 H&misbllO fafri(lt - NewS
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nhmJ Itr tJh.t, &Wi "'~st (tsh'/It,) .
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p,~"Q ,4u,u~ t (~, f,'tt1.)
A/,'U ht heri.rol1ce 1i-r. ~lurn
2.
3,
4,
5.
6,
7.
8.
AMOUNT
If.
.s; '33. YO
,l'~.r..ro . Qs)
(VAl V!:-:/),
~
Ie 000' Do
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II .:zDO'Do
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~
70.69
, 40' V'O
.. "f'/ 1fS"
~
1,00'" Do
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"IOS" .....
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15'. ~
-
(II mar. Ipace II ne.d.d, Inurt additional sheeh of sam. sl...)
TOTAL (Allo enter on line 9/ Recapllulallonl S .;1.1, 77 i. f 5
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1"'9'1' W I1,L AND 'l'lm'l'l\MI~N'l'
OF
MlmLE C. WER'l'Z
I, MERLE C. WERII'Z/ of Monroe 'I'ownship, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, and
hereby revoke an prior Wills and Codicils heretofore made by me.
1. I hereby appoint my wife, IIlLDlI L. WER'l'Z, to serve as
executrix of my estute. If she should be unable or unwilling to
act as exeoutrix, I appoint my son/ DENNIS C. WER'l'Z/ to serve as
executor hereunder.
If he Is unable or unwilling to aot as
executor, I appoint 'I'he l'lrst Bank and Il'rust Co. of
MechanicsbuL'g, i'ennsyl vania, to serve as executor hereunder.
2. !~e fiduciaries herein named shall not be required to
post bond or other security for the faithful performance of their
duties.
3. Except as may otherwise be provided in my wife's wi~l
or trust or in any otheL' trust, I direct that all estate,
inheritance and succession taxes that may be assessed in
consequence of my death / of whatsoever nature and by whatsoever
jurisdict.1on Imposed, on property forming my gross estate for tax
purposes, whether or not It passes under this will, shall be paid
out of the prine! pal of my probate estate so that the burden
falls on my reslduaL'y estate and none of those taxes sha'll be
1
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charged againRt any beneficiary. 'l'his provision shall not apply
to generation Skipping taxes.
4. Notwi thstanding the foregoing provisions, my executl'ix
may request the trustee under my Agreement of Trust dated
Octuber 1~ __, 1992, to pay any debts, expenses, and
taxes which cannot be paid out of my probate estate without
necessi tating (I) the abatement of any nonresiduary devise or
bequest, or (2) the sale uf assets which are not readily
marketable.
5. My wife, IIIW^ L. WEIl'I'Z, and I are now joint owners of
a residence in Monroe Il'owlwhip, kno~1I1 as 016 Fairfield street,
Cumberland County, PennsylvanIa, which is our usual ho~e. If my
wife survives me, and at my death, our home, whether it be the
same as we presently own or one that may be hereafter aoquired,
is held in any manner wh ich will not resul t in passage of full
title to her by operation and law, I give and devise my entire
interest in said home to her. If my wife does not survive me,
sa id property described in this paragraph shall pass in
accordanoe with the provisions of Paragraph 7 hereof.
6. I give anu bequeath to my wife, HILDA L. WERTZ, if she
survives me by thirty (30) days, all furniture, olothing,
ornaments, jewelry, pictures, statuary, works of art, silver,
plate, brio-a-brac, tapestry, household goods and supplies,
books, linen, china, glass, and all implements, tools and plants
that may be in or upon our home at the time of my death, and all
2
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automobiles and othor motor vehicles, boats and horses, together
with all polioies of insurance thereon. If my said wife does not
survive me by thirty (30) days, then I give and bequeath all of
such property to suuh of my children who survive me by thirty
(30) days, to be divided among them in equal shares. Should such
children be unable to ayree upon a division of said property,
alternative uhoices of items of such property shall be made by
them until distrllJution is completed in the following manner I
the first choice shall be mnde by the oldest of my children, the
next choice shall be mnde by the next oldest of my children, and
so on until distribution is uompl-eted.
7. All the rest of my property, of whatsoever nature and
wheresoever situate, exclUding property over which I hold a power
of appointment, I bequeath nnd devise to 'l'he First Bank and Trust
. Company of Mechanicsburg, Il'rustee under an Agreement of Trust,
executed by me on Cl""lIhl;." 1 II
, 1992, to be held by my
trustee or its successors and added to and administered as part
of the trusts established by said Agreement of 'l'rust.
The said
,
trusts are in existenue as of the time of execution of this Will.
o. I hereby speuifically decline to exercise any power of
appointment I may have.
9. No interest, \~het:her in income or prIncipal, of any
beneficiary of my estate shall be subject to anticipation,
pledge, assignment, sale or transfer in any manner; nor shall any
such beneficiary hnve any power in any manner to oharge or
3
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incumber his or her interest:, whether in income or principal I nOl'
ohal! the interest, whethor in income or principal, of any such
beneficiary be liable or subject in any manner while in the
possession of my executdx, executor, or a trustee or guardian
fcr any liabilities of such beneficiary, whether such liabilities
arise from his or her tleath, tlebts, contracts, torts or
engagements of any type.
10. In the adminlstral'.ion of my estate, my fiduciaries
shall have the following powers, In addition to such powers as
they may have by law:
(a) 11'0 invest any funds of my estate in any stock, bonds,
notes or other securltles or propf3rty, real or
personal, notwlthstanding that such investments may not
be of a character allowed to fiduciaries by statute or
general rule of law.
(b) Ira retain and to invest in the common stock or other
securities of the corporate personal representative or
trustee, or in the stock or securities of any parent
oorporation or affiliated corporation of such
fiduciary.
(c) To sellar otherwise dispose of any property, real or
personal, at any time forming a part of my estate, for
cash or upon credit, in such manner and upon such terms
and conditions as they may deem best, and no person
dealing with them shall be bound to see t.o the
application of any funds paid.
(d) 11'0 manage, operate, repair, improve, mortgage, rent or
lease for any term any real estate at any time held or
owned by my estate,
(el
11'0 borrow money for the
other proper purposes
estate.
payment of taxes or for any
in the administration of my
(f) '1'0 distrlbute in cash or in kind, upon any division or
distribution of my estate.
4
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(g) 'I'o oarry on any business owned or oontrolled by me at
my death Cor whatever period of time they shall think
proper, subjeot howevsr to other provisions and
restrictions provided harein, and they shall have the
power to do any and all things they deem neoessary o~
appropriate, including the power to incorporate any
uninoorporated business, the power to borrow and to
pledge assets contained in my estate as seourity for
suoh a bon'owing, the power to delegate all or any part
of the supervision, management and operation of the
business to such person or persons as they may seleot,
Ilnd the power to close out, liquidate, or sell the
business at such time and upon such terms as to them
shall seem best. My Ciduciaries shall not be held to
personal liability Cor shrInkage of income or loss of
oapital value that may be incurred in the course of
their operation of the business, except loss that may
result from their wIllful misconduct. 'I'his general
power to Cill:ry on anc1/or sell ml' business interests
shall, nevertheless, be subject to any and all
restrictions that 1 have set Corth in Paragraph 10
herein.
(h) '1'0 hire any professionals, such liS an attorney and an
aocountant which in my executor's discretion may be
help CuI or necessary to assist him or her in the
administration of my estate and my trust. The assets
of my residuary sstate may be used to pay the standard
fees chllrged by such proCessionals.
(i) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to them may sElem
best, and to execute and deliver all Instruments and to
do all acts which they may deem necessary or proper to
carry out the purposes of this Will.
IN WIII'NESS WIIEIlEOF, I, the said MEHLE C. WEll'!'Z, hereby Bet
my hand to this, my Last Will, typewritten on seven (7) sheets of
paper, including the <<ttestlltlon cllluse, signatures of witnesses
and aoknowledgements, upon each one oC Which I hllve also written
my name thia
! ,lI,h
day of
5
On this l'11.1L day of -UctWJ.er , 1992, MERLE C. WERTZ
declared to us, the undersigned, that the foregoing instrument
was his Last Will and II'estament dated the 14t-,h day of ngtol;>lIf
, 1992, and he requested us to act as wltnesBes to same and
to his signature thereon. lie thereupon signed said Will in our
presence, we being present at the same time. We now, at his
request, in his presence, and in the presence of each of UB,
hereby subscribe our names as witnesses. Each of us further
declares that he or she believes thia Il'estator to be of sound
mind and memory.
I [ .~ ,/ I " 1d,i./,J10)I (c/)Lu 9 11#
,\.I.',n ~r' residing at
(, :, l ~.Ll.J I '-~'-
, I I
1 /i ..-) iLl >-
A' (1/ II ')
I !~) I residing at / \i 1'1 ~NII/II(1Il , 1,'\
ACKNOI'/LEDGMEN'l'
COMMONWEAIJTH OF PENNSYLVANIA I
COUNTY OF DAUPHIN
SS
I, MERLE C. WER'l'Z, Il'estator, whose name is signed to the
attached foregoing instrument, having been duly qualified
according to law, do her~by acknowledge that I signed and
executed such instrument as my Last Will and 11'ostament dated
-O"tnh,,~ 1<1 / 19921 that I signed same willinglYI and that I
signed it as my free and voluntary act for the purposes therein
expressed.
Sworn
WER'l'Z / the
to or affirmed anti acknowledged before me by MERLE C.
'l'estator, this --J..4-lrh day of --OEj:lryffier ,1992.
,;7)lt, ,:l"f;;:; ..,.
:z~!tLE . WERT, "/
;;' _I' b/ /'
'fL~ ( li;.':,/? r; ~'I.- c..{t.,
Notary Public 1/ /1
---.
l NOTMii.\l.:qr^,
(l"Nlor: ~, l\Ol.INm<Y, 1~,,'~fV ~"bIl0
{'". .,. ' (:'lIlIh,
.. 1Ii\1I1~""''i, [1lH1P"":\ I 10. 1~15
. 11!l1f'~'J\!IJ,r"~ll!t ~MI\'.;~'-'-
G
1. Lifetime ~'ruf!.t: If property in added to this trust
during my 1 ifetime, it shall be kept invested and managE'ld as a
separate trust. As much of the net income and the principal as I
may from time to time request ir. writing, or as my Trustee may
from time to time think desirable for my or any of my dependents'
welfare, comfort or support, either shall be paid to me or shall
be applied directly for those purposes. Any net income not eo
paid or applied shall from time to time be added to the
principal. All funds held at my death shall be distributed in
accordance with the provisions which follow.
2. Marital Deduction 'l'rust: If my wife, HILDA L. WERTZ.,
survives me, my trustee shall fund this trust with the smallest
amount of the principal needed to reduce the federal estate tax
falling due because of my death to the lowest possible figure.
In calculating that amount, so that the largest possible balance
of the principal can pass free of federal estate tax to my
residuary trust, (i) all. other property which qualifies for the
marital deduction and (ii) all other deductions and credits shall
be used first to the greatest extent that they can reduce the
tax. However, credits shall be used only to the extent that
their use will not increase the death taxes on my estate. My
trustee shall invest and manage this property as a separate trust
in a manner that will not disqualify the marital deduction, and
make distributions as follow:
:>.
-
b. -
-
--
A. During my wife's lifetime:
(1)
The entire net income shall be paid to her at
least quarterly I
As much of the principal as my trustee may from
time to time think desirable for her welfare,
comfort or support shall be paid to herl and
(2)
She shall have the unrestricted right to withdraw
any part or all of the principal at any time.
B. On my wife's d€ath, any then-remaining principal shall
be paid to such one or more persons or organizations,
including her estate, on such terms as she may appoint
by a will specifically referring to this power of
appointment.
(3)
c. If my wife does not exhaust her power of appointment
under the preceding paragraph, on her death:
(1) Any increase in death taxes or administration
expenses in her estate caused by the inclusion of
this trust in it for tax purposes shall be paid
out of the unappointed principal, and a written
statement by her executor or administrator of the
amounts payable may be accepted as being correct I
and
(2) The balance of the unappointed principal shall be
added to and thereafter treated as a part of the
principal of the residuary trust.
3 .
Bs1siduarv Trust:
After my death my trustee shall
invest and manage all the property not allocated to the marital
deduction trust as II separate trust, and make distributions as
follows:
A. If my wife, HILDA L. WERTZ, survives me, during her
lifetime:
(1) The net income shall be paid to her in quarterly
or other convenient installments I
(2) As much of the principal as my trustee may from
time to time think desirable, taking into account
3
.. ~~ ~ -..
--"
funds available from other sources, for the
heal th, support, ma intenance or education of my
wiCe or any of my children either shall be paid to
that person or shall be applied directly Cor those
purposes. However, none of the principal of this
trust shall be paid to or applied for the benefit
of my wife unless the principal of the marital
deduction trust has been exhausted I and
(3) After the marital deduction trust is exhausted (or
after my death if no marital deduction trust will
be established), my wife shall have the right in
each calendar year to withdraw from the principal
up to $5,000.00 at any time and, in addition, if
she is living on December 31 of any year, to
withdraw up to five percent of the fair market
value oC the principal determined on December 31
oC that year (the amount subject to withdrawal as
oC December 31 to be reduced by any prior
withdrawals during that year, and any rights of
withdrawal for a particular year to lapse if not
exercised during that year).
B. After my wife's death (or mine if I survive her) and as
soon as there is no living child of mine under 23 years
of age, the then-remaining principal shall be divided
into equal shares, so that there will be one share for
each child of mine who is then living or then dead. My
trustee shall invest and manage each such share as a
separate trust, and make distributions as follow:
(1) During each child's lifetime:
a. The net income from his or her trust shall be
paid to him or her in quarterly or other
convenient installmenfsl
b. As much of the principal of his or her trust
as my trustee may from time to time think
desirable (taking into account funds
available from other sources) for the health,
support, maintenance or education of that
child or any of his or her descendants either
shall be paid to that person or shall be
applied directly for those purposes; and
c. As soon as it is practical to do so, after
the setting apart of the shares, each child
who survives both me and my wife shall have
4
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.. . ....., ~.,.L''''''_,'''L.,~~..., .,..""..',,,, "'" ._.._............_.,
TI.IX PROVISIONS
5.
Fundina the Marital Deduction Trust:
No property
ineligible for the mar! tal deduction shall be used to satisfy
that deduction. Property distributed in kind in satisfaction of
the marital deduction shall be distributed at the lower of (i)
its value at the time of distribution and (ii) its adjusted
federal income tax basis. Subject to the foregoing and without
regard to the effect upon the size of the family trust, my
executor shall have absolute discretion in selecting the property
to be allocated to the marital deduction trust.
6. Survivorship: My wife shall be deemed to have survived
me if the order of our deaths is not clear.
7. p-eath Taxes: All federal, state and other death taxes
payable because of my death on any property then held under this
Agreement of Trust or on any insurance proceeds or other death
benefits payable directly to my trustee shall be paid out of the
principal of the residuary. t.rust. None of those taxes shall be
charged against the martial deduction trust or any beneficiary,
and no property which would be otherwisa exempt from federal or
state death taxes shall be used to pay any death taxes under this
Pl'ovision.
8. Generation-Skiooina Tax: I direct that:
A. D1YJ~sts: Any trust which otherwise would be
partially exempt for federal generation-skipping tax
shall be divided fractionally so that my federal
generation-skipping tax exemption which has not been
6
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allocated may be allocated exactly to one or more
trusts. '1'he purpose of this provision is to have
trusts which are either entirely exempt or entirely
non-exempt for federal generation-skipping tax. They
shall be treated as separate trusts, but having the
same terms unless otherwise specified. Additions shall
be treated in a similar manner, and shall be held as a
separate trust if it is not possible to separate
additions into exempt and non-exempt trusts.
B. llitributioJL..Qf Trustl!: Distributions from the above
trusts to identical beneficiaries may be combined for
purposes of distribution, and it is my thought which
shall not be legally binding that payments may be made
from the respective trusts to cause the least amount of
federal generation-skipping tax to be incurred.
c. Power of ~ointment to Reduce Tax: The limited powers
of appointment which are exercisable by a will
hereunder shall be expanded as follows if certain taxes
can be reduced:
1. If a federal generation-skipping tax would be
imposed on any trust hereunder upon the death of a
beneficiary at a rate higher than the marginal
federal estate tax rate which would be imposed on
his or her estate, assuming the trust were
includible in the beneficiary's taxable federal
estate, then the beneficiary specifically
referring to this power of appointment may also
appoint the trust to the creditors of his or her
estate to the extent the aggregate of the federal
generation-skipping tax and estate tax can be
reduced; and
2. Any increase in death taxes or administration
expenses in the beneficiary's estate caused by the
inclusion of the trust in it for tax purposes
shall be paid out of the unappointed principal of
the trust, and a written statement by his or her
personal representative may be accepted as being
correct.
9.
Tax Ootions:
My trustee may use administrative or
other expenses of the trusts hereunder as inoome tax deduotions
or may direct my executor to use them as estate tax deductions,
and may pre-pay death taxes on future interests. These decisions
7
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may be made without regard to any effect upon the size of the
marital deduction trust, and without requiring adjustments
between principal and income.
10.
.QJ..gllimer:
I remind my spouse (and my spouse's
executor, administrator, guardian or agent acting under a power
of attorney) that my spouse may disclaim any part or all of any
power or interest under this Agreement of Trust. In particular,
it may be desirable for my spouse to disclaim a portion of the
mari tal deduction trust.
A disclaimed portion of the marital
deduction trust shall pass to the residuary trust and be held as
if my' spouse were living.
However, no disclaimed marital
deduction trust property passing to the residuary trust shall be
subject to or considered in the calculation of my spouse's powers
over any of the principal. For accounting, tax or other reasons,
the residuary trust may be divided into two trusts so that the
disclaimed portion is held separately.
ADMINISTRATIVE PROVISIONS
11. Beneficiaries Under 21 or Disabl~: If any beneficiary
beoomes entitled to an outright d~stribution of inoome or
principal and is (i) under the age of 21 or (ii) in my Trustee's
opinion, disabled by illness or other cause and unable to
properly manage the funds:
A. As much of such income or principal as my Trustee
may from time to time think desirable for that
beneficiary either shall be paid to him or her or
shall be applied for his or her benefit/ and
B
'. :"'J, ."...l'.h.'~,.l.'!!oo..L:III.:... .1' .....~'.IL"'Ao~...1..:L1U !!.~
B. The bCllanc:e of such income and principal, and the
net income from those funds, shall be kept
invested and managed as a separate trust for the
benef iciary, with the trust funds paid to or for
the beneficiary in accordance with the provisions
of t.he preceding paragraph. When the beneficiary
reaches the age of 21, cr, in my Trustee's
opinion, becomes free of disability, as the case
may be, the balance shall be paid to the
beneficiary. If he or she dies before that time,
the balance shall be paid to his or her executors
or administrators.
Any funds to be applied under this article either shall be
applied directly by my Trustee or shall be paid t.o a parent or
guardian of the beneficiary or to any person or organization
taking care of the beneficiary. Ny Trllst:ee shall have no further
responsibility for any funds so paid or applied.
12. J';arlv ~nq of 'l'rusts: If my Trustee, in my Trustee's
sole discretion, determines that it is desirable to do so, my
Trustee may end any trust under this agreement. This may be done
by paying the then-remaining principal and income of that trust
to the person then eligible to receive the income or, if there is
more than one person, to them in such amounts or proportions as
my Trustee may think appropriate.
If any person is a minor or
is, in my Trustee's opinion, disabled by illness or other cause
and unable to properly manage the funds, my Trustee may pay the
funds to his or her parent or guardian cr any person or
organization taking care of the person. In the case of a minor,
.
my Trustee also may deposit the funds into a savings account in
the minor's name payable to the minor at majority, or appoint and
9
." ,
pay the funds to a custodian for the minor under the Uniform
Gifts to Minors Act of any state.
My Trustee shall have no
further responsibility for funds so paid or deposited.
13. Riqhts in IncQffi.~: If a trust is funded from a larger
share, it shall be entitled to a proportionate amount of the
income from the time the trust is to begin until the actual
funding.
During that period income and principal may be
distributed directly to the beneficiaries, subject to the terms
of the trust. All income undistributed at a beneficiary's death
shall be treated as if it had accrued after his or her death.
14.
Protective Provision:
No interest in income or
principal shall be assignable by, or available to anyone having a
claim against, a beneficiary before actual payment to the
beneficiary .
15. Manaqement pr0visions: I authorize my Trustee:
A. To retain and to invest in all forms of real and
personal property, including common trust funds
operated by my corporate Trustee or any affiliate
of it, regardless of any limitations imposed by
law on investment.s by Trustees, or any principle
of law concerning investment diversification;
B. To retain and to invest in the common stock or
other secur! ties of the corporate trustee or of
any parent corporation or affiliated corporation
of the corporate trustee.
C. To compromise claims and to abandon any property
which, in my Trustee's opinion, is of little or no
value;
D.
To borrow from anyone, even
Trustee hereunder, and to
security for repayment of the
if the lender is a
pledge property as
funds borrowed;
10
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'.1.&\-,..........:. ..1'''' .....,.:~thl\ ...N~.tJ. I..~J \to1.'Lot'~I.~ ...... ,,~,;.,i'l,lIr~""_ .v.ll' .,,,lJ..,flob..'__.........1.I1 ..inl.l J ., ....., .
E. To sell at public or private sale, to exchange or
to lease for any period of time, any real or
personal property, and to give options for sales
or leases;
F. To make loans to, and to buy property from, my or
my spouse's executors, administrators, or
Trustees, or the Trustee of any generation-
skipping trust of which I am a deemed transferror/
G. To join in any merger, reorganization, voting-
trust plan or other concerted aotion of security
holders, and to delegate discretionary duties with
respect thereto;
H. To allocate any property received or charge
incurred to principal or income or partly to eaoh,
without regard to any law defining principal and
income; provided that this authority shall not.
extend to the marital deduction trust I and
1. To distribute in kind and to allocate specific
assets among the beneficiaries (inoluding any
trust hereunder) in such proportions as my Trustee
may think best, so long as the total market value
of any beneficiary's share is not affeoted by Auoh
allocation; provided that nothing in this
paragraph shall effect the provisions set forth
above regarding the funding of the marital
deduction.
These authorities shall extend to all property at any time held
by my Trustee and shall continue in full (orce until the actual
distribution of all such property, exoept as specifically stated.
All powers, authorities, and discretion granted by this agreement
shall be in addition to those granted by law and shall be
exercisable without oourt authorization.
16. Business Interosts: In dealing with the stook of. any
olosely held oorporation, any partnel'Bhlp or any other business
interest forming a part of any trust heroundol', I aut:horiZEl my
'l'rllstee:
11
."...-............_,.:.,.~~J~',
,.,;,., " .""',
~. To disregard any principal of investment
diversification and to retain any part or all of
such interest as long as my Trustee oonsiders it
advisable to do so;
B. To sell any part or all of such interest at such
time or times, for such prices, to such persons
(including persons who are Trustees or
beneficiaries hereunder), and on such terms and
conditions as they may think desirable;
C. To do anything that may seem advisable with
respect to the operation or liquidation of any
such business or any change in the purpose, nature
or structure of any such business;
D. To delegate authority to any director,
stockholder, manager, agent, partner or employee,
and to approve payment from the business of
adequate compensation to any such persolll
E. To cause the business to borrow money from the
banking department of my corporate Trustee,
regardless of any rule of law with respect to
conflict of interest; and
F.
To make additional investments in any
business if such action seems desirable for
best interests of any trust hereunder and
beneficiaries thereof.
such
the
the
G. The fact that any Trustee under this trust may be
interested in any such business as director,
stockholder, manager, agent, partner, employee or
creditor shall not constitute an adverse or
conflicting interest, and the acts of such Trustee
shall be judged as if he or she had no interest in
the business. No Trustee shall be liable to
anyone for anything done or not done by any other
Trustee or by any beneficiary, except for willful
or supine negligence. In short, I intend that in
making decisions hereunder, my Trustee shall have
the same freedom of action that I would have if
living.
11. Amii tions: I, and with my Trustee's approval, anyone
else may add to the principal of any of the trusts.
12
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18. I.w;..!J):'ance policies: My Trustee shall have no duty to
pay premiums on the insurance policies payable to my Trustee, and
the companies issuing the policies shall have no responsibility
for the application of the proceeds or the fulfillment of the
trusts.
19. Riahts Reserved: I reserve the following rights, eaoh
of which may be Elxercised whenever and as often as I may w ish I
A. All rights vested in me as tho ownor of /lny
insurance policies payable to my Trunlool /lnd
B. The right by an instrument in writiny, otllor th/ln
a will, to revoke or amend part ot' /Ill of thiM
agreement.
20. Payments to Aid in Settlement of ErLtl\t.QI My '!'rlll.too
shall have the power, but not the duty, to mllko Auoh lAX I,nymontn
from the principal of th~ residuary trust 8S my Truuton mAY think
desirable to faeil Hate the settlement of my OBlAto.
In tho
exercise of this power my Trustee may pay, in whulll or in pnrt,
directly or to my executor, any or all of (i) my dobto (including
debts for which my spouse is also liable), (U) tho oxpano08 of
my funeral and burial, and (iii) death tnxos (oxoopt gonorntion-
Skipping transfer taxes) and adminislt'/ltilln oxponHOS in
connection with my estate, evon though thllY do not rolato to
property becoming subj ect to this 89"OOI1\On\'.,
Howovor, no
property which would be otherwino oxompt fl'om fodornl estate or
state death taxes shall be used to mnkll nny payments undor this
article,
Neither my exooutur" or ndminJntrlltoro nor any
beneficiary of my estate shall bo roC)uJ rOll to reimburse my
13
Trustee for any such eXPenditures.
21. Situs and Governinq Law: The situs of this agreement
shall be in Pennsylvania.
All questions as to the validity I
effect, or interpretation of this agreement or the administration
of the trusts shall be governed by the law of PennsYlvania.
22.
Accounting:
My Trustee shall send the income
beneficiaries or their representatives statements showin", the
transactions in their trusts at least annually. My Trustee shall
be entitled at any time to seek a jUdicial settlement of a trust
account in any court of competent jurisdiction selected by my
Trustee. As an alternative, my Trustee may at any time settle
such account by agreement with the income beneficiaries who are
not under any legal disability and those persons not under any
legal disability who would be entitled to receive a share of the
principal if the trust were to terminate at the time of such
agreement. Such agreement shall bind all persons, whether or not
then in being or under a legal disability, then or thereafter
entitled to any portion of the trust, and shall effectively
release and discharge my Trustee for the /lets and proceedings so
accounted for. The settlement may also include the approval of
the account of an executor or another Trustee if my Trustee has
reoeived property in distribution of that estate or trust.
FIouell.RIM
, 23. Trustee Provisions:
A. No Trustee who is a beneficiary of one of' the
trusts shall ever partioipate in (i) the exercise
r....
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SCHEDULE'OFLIFE INSURANCE POLICIES
REFERRED TO IN THE ANNEXED AGREEMEN~ OF TRUST
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tHE' FIRST BANK AND TRUST CO. OF MECHANICSBURG,; Trustee
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SCHEDULE "A"
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Dated
Ol't.nhRr 14
1992
From
MERLE C.
WERTZ, , Settlor
To
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R V-1S47 EX AFP (08-94*,
CDHHOHWEALrH Of PENNSVLVANIA
Il€PARTHENT OF REVEHUE
IUREAU OF INDIVIDUAL TAkES
DfPr. ll0601
IIARRlSIURO. PA 171ll'0601
ISTATI! OF WERTZ ==-m FnE NO.
DAT! OF DEATH 01-04-94 COUNTY ~UMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of THIS FORH WITH YOUR TaM
PAYHENT TO THE REOISTER OF WILLS. HAK[ CHECK PAYABLE TO "REOISTER OF WILLS. aOENT"
REMIT PAVMENT TO:
NOTICE Df INHERITANCE TAM
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of OEDUCTIONS AND ASSESSHENT OF TAM
ACN
101
(~o I-
DATE 12-26-94
=
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICSBURG PA 17055-9746
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..
iiifv; iil'4-i -iiC"" F-P- -r ii e-; 94"1 -NiiYi oi" -oF - i"NHiiii f ANC! - fAX - A ji iiiiA"is i'iiENr;-" i. rOWA;{C! -iili' - -.... -.. -.. - - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WERTZ MERLE C FILE NO. 21 94-0298 ACN 101 OAT! 12-26-9(/
r
A.ount R..1ttod
J
TAM RETURN WAS, (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. R..l Est.to (Sch.dule A) 11)
2. Stook. Ind Bondo ISohldul. B) (2)
S. Clo..ly Held Stock/Pldn.rshlp Intorllt ISchldule C) (3)
4, Hortg.gIl/Not.1 R.c.lv.ble (Sch.duh D) (4)
5. C.sh/R.nk O.po.ltI/Hlsc. p.r..n.1 PrcPlrty (Schldul. E) IS)
6, Jointly O.n.d Prop.rty ISch.dul. F) (6)
7, Trln.flrs ISch.dule 0) (71
B. Tot.1 Ass.t.
) CHANOED
APPROVED DEDUCTIONS AND EXEMPTIONS:
21.778.85
9. fun.r.1 E.p.nl../Ad.. CCRh/Nhc. EHplns.1 ISch.dul. H) (9)
10. D.bh/Hortglg. LhbUIUII/Lhns (Sch.dul. II liD) .00
11. TctolDlductlonl Ill)
12. N.t VIlu. cf TI. R.turn (12)
15. Charltlbl./Gov.rn..ntol B.qullh ISchlllul. J) IIS1
14. N.t V.lu. of Elt.to Subj.ct to TI, 1141
NOTE: If an al.ls.mlnt wal i.Bued prlvioul1y, 1inel 14, 15 and/or 16, 17 and 18 will
reflect figurll that ino1ude thl total of ~ return. IB.I.led to dati.
ASSESSMENT OF TAX:
IS. A.ount of Lln. 14 It SpcuIII rltl
16. A.ount of Lln. 14 tl.lbll It Llnlll/Clls. A rlt.
17. A.cunt of Lln. 14 tl.lbl. .t Colllt.rII/Cl... B r.tl
lB. Prlnclp.1 T.. Du.
~20.718.12
. 00
,00
.00
7.800.00
.....Q.Q.
,00
(B)
328.518.12
?'.77A A!i
306.739.27
.00
306.739.27
(IS)
(16)_
(171
.00 M'OO:
306,739.27 M .06,
.00 M.15,
(lB)_
,00
18.404,35
,00
18.404.35
TAX CREDITS:
PAYHENT
OATE
03-30-94
10-04-94
RECEIPT
NUHBER
XA885901
MM913036
DISCOUNT (')
INTEREST I-I
800.00
.00
AHOUNT PAID
15,200.00
2.404.35
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
18.404.35
.00
.00
.00
· If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of AODITIONAL INTEREST.
If TOTAL DUE IS LESS THAN 11. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REfLECTEO AS A "CREDIT" (CR). YOU HAY BE DUE
A REfUND. SEE REVERSE SlOE OF THIS FORN FOR INSTRUCTIONS. I
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RESERVATION I e.t.". of deoedenh dvlng on or blfor. Dee.IIb.r 12. 1912 N~ " anv futur. tnt.,...t In the llltet, II tr'"",rr.d
In po.....lon or .nJov..nt to Cl... a (col1eterel) bln.flolerl.. of the d.c.d.nt n't.r the .wplretlon of .nv ..tet. for
11f. cr for v.er., th. to"onw.elth h.rebv ewpr...lv r...rve. the right to IPpral.. Ind ...... tren.fRr Inh.rltlnc. Tlw..
.t thl lawful Cle.. . (collettr,l) r.t. cn anv .uch future tnt.r..t.
PURl'OSE OF
HOTlCEI To fulfill thl requlrt..nt. of Stctlon 2UO of the Inhtrltlncl and E.tet. Tlw Aot, Act 2Z of 1991. 72 P.S.
Sectlon 2140,
PAVHENTI Detlch tht top portlcn of thh Hutlo. end .ubllt with your pIYlltnt to th. R.ghter of Willi prlnt.d on the rev.,... .Id.,
....Mak. chick or loney ordlr paytbll tal REGISTER OF MILLS, AGENT
All Plyaent. r.c.lv.d .htll flr.t be ftPpJlld to any Intlr..t which .IY b. due with .ny r'I.Inder appll.d to the tlM.
REFlmO (CR)l A r.f~ of ft tlM credit, which WII not r.qu..ttd on tht Tall Rlturn, .ev b. rtquI.t.d lJv cOIPI.tlng an "Appllcltlon
for R.food of Plnnlvlvanla Inheritance and F..htl T.ll" (REV~1313), Application. arl .vallabl. at the OffiCI
of thl R.ghter of Wlllt, any of thl 23 RlvtnUe Dhtrlot OffiCII, or bv c.lllng thl ,plet,1 24~ho\lr
an.werlng ..rv,te. nullbt,.. for for.. orderlngl In Plnnlvlvlni. 1~800..]ti2'2050, outtldl Plnn.vlv,nll and
within 10011 H.rrtlburg ar.a (717) 7.7"1094, TOOl (717) 772~2252 (HI.rlng Ilpalred Onlv).
OaJECTIOHSI Anv p.rtv In tnt.rtlt not ..tJ.ftld with thl .ppr.I....nt, allowancl or dl.lllowlnc. of d.duotlonl, or ........nt
of t'M (Including dl.count or tnt.r..t) .. .hown on thll Notlc. ault ubJ.ct within .Illty (60) dlVI of r,c.lpt of
thlt NoUn bYI
"Hwrltt.n prott,t to thl PA O.p.rt,ent of RIV'nu., laird of Appell., DF.PT, 261021, Harrt.burg, PA 11121"1021, OR
ull.eUon to h.v. the ..tter dlterllned It .udlt of thl lec:ount of the perianal r';2r...nt.Uv., OR
.-IPPIII to thl Orphan. I Court.
ADMIN
ISTRATlYE
ClHlAfCll 0H1.
F~tuftl Irrorl dl.cov.rld on thi. ........nt .hould b. .ddr....d 1n writing tal PA D.p.rt..nt of Rlv.nul,
lur..u of Indlvldu.1 TUII, ATTNI POlt A.......nt R.vltw Unit, Of.PT. 280601, Htrrllburg, PA 17128"U601
Phone (111) 7.'-6505. S'I p.ge 1 of thl bookl.t "Inltruotlon. for Inh.rlt.ne. TIM Rtturn fnr a R..ld.nt
Dlc.dlnt" (REV~1501) for an 'IlPI~tlon of ~Inlltr.tlvelv corr.ctabl. .rrDr..
If InV tlM due I. p.ld within thr.e (1) e.l.ndar lonth. afttr the 6Io.dlnt'l dtlth, . flv. p.rc.nt (S~) dllcount of
the 'Ill plld II ellow.d.
DIICllUlll
INTERnll
Inter..t II chlrg.d blgtnnlng with fI,..t d.y of d.II~..ncy, or nln. (9J ..onth. and one (I) d.y fro' thl det. of
de.th, to thl d.t. of p'Y"lnt, Till" Nhlch ble... dlltnquent blfor. Jenu.ry 1, 191Z b..,. Int.r'lt .t thl rete of
lhe (6:0 percent per lMUIl cllcul.t.d .t . d,lIy rete of .000164, All ,.... Nhlch b.e.., d.llnqu.nt on .nd Ifter
Janulry I, 19ft2 will b..r Inter..t It . rltl which will very fro. cII.ndtr ylI,. to e.hnder Vtlr with th.t ,..te
announced by the PA DIPlrtl."t of A.v,nut; The oppllclble Int"..t ,..t.. for 1982 'through 1995 llrel
~ Inter..t Rlt. Ollh Int.r..t r.otor ~ Interllt R.t. Dilly Intlr..' Factor
1911 10~ ,OOOS46 1917 'X ,OO~147
I'U 16~ ,000451 1'.6-1991 11~ ,000101
1..4 11~ .000101 1991 .~ ,000147
I'll U~ .000lS6 1991-1994 7~ ,0001'1
1'.6 10~ ,000/74 1995 .~ ,000147
~"Inter..t II c.lcullt.d .. folloWl1
IHTEREST " SALAHCE OF TAll UHPAID H HUHIER OF DAYS DELIHQUENT II DAILY INTEREST FACTOR
"'Anv Notlc. ,,,\lid Ifter thl tell becOlfI delinquent will refllct en Inter..t CllcultUon to flft..n (IS) dlYI
beyond thl dlt. of the ........nt, If PIYHf1t I. .Idl .fter thl Int.rut COllftUtltlon dlt. IhCM\ on thl
Hotlc" tddltlonll lnttr..t MIlt be clh:ulttld,
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MAR 2 3 1995'
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9. The now pertinent parlo of the pour.over will (allachod hereto as Exhlbll A) ara
as follows:
a.) Parag. 6 provides that In the eve~t the widow survives deoedenl by
thlrly (30) daysl which she has, then she Is to reoelve all the typloal
household Ilems and personallYI Including the automobiles and the like. All
non-entireties property has been duly dlsolosed above and the Ilems or the
proceeds from the sale thereof are being held by the exeoutor as part 01 the
estate.
b.) Parag. 6 provides Ihat any Interost In the resldenoe property whloh
does not pass by operation of properly law la to pass through the will. The
will has not come Inlo play because the said residence was held aa a tenanoy by
the entirety.
e.) Parag. 7 provides thai all other single name properly Is to be poured
over Into an elaborate trust whleh was set.up during deoedent's lifetime.
Onee tho assets are poured over Into Ihe trust I they are then to be
administered and dlstrlbuled according to the terms 01 the Irust.
GENERAL ANAL Y~IS OF TRUST
10. Merle C. Wertz, during his lifetime, had a trust drawn up by an attorney other
then his then general counsell J. Robert Stoulferl Esq., 01 Mechanlcsburg and other Ihan
present counsel to deoedent's eslale. (See copy 01 said trusl allached hereto as Exhlbll
B.)
11 . There are two basic sources ollundlng lor the Irusll to wll:
a.) The pour-ovor will as setlorlh above.
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b,) A Lifetime or Inter vivos funding component of the trust Itself,
Although Ihe trust provided for the possibility 01 lifetime funding, It does not
appear that any auoh funding was provided. In the event It Is laler discovered
that auoh funding took plaoe, the funds would simply be poured over from the
lifetime receptacle oomponent ollhe trusl Into Ihe main body of the trust.
0,) Any life Insuranoe policy prooeeds would be treated IIkewlsa, It does
not appear there were any policies made payable to the trust.
1 2, As Is evldenllrom the trusl dooumenll once assets are poured Into the trust from
the pour over willI the trustee Is 10 make decisions concerning the funding of a marital
deduotlon trust and a residuary trust,
LACK OF FORMAL ACCEPTANCE BY PROPOSED TRUSTEE
13, UnfortunatelYI as oan be seen from the copy of the trust attached as Exhibit 81
although decedent, Merle C, Werl21 signed Ihe trust agreement on Oclober 14, 1992, It
was never countersigned by the proposed truslee, the First Bank and Truet Company of
Meohanlosburg, now succeeded by merger by PNC Bankl National Association,
14, A mirror Image of decedent's trust was execuled on even dale with decedent's
trust by decedent's widow Hilda L. Wertz but It was also not countersigned by the said
proposed trustee,
1 6, At the date of decedent's deathl there was no formal acceptance by tho proposed
trustee or any other trustee.
1 6. The Orphansl Court has full power and prerogallve to appoint a truslee so thai the
trust shall not fall for lack of a trustee, (See 39 Pennsylvania Legal Encyclopedia,
Trustsl Seot, 166, at pages 76.77 (1961),
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.I,lllldp J.,. Wertz verify Ihlll the fllCIS set forlh In \hls Petitlonllre true IInd correcllo the beSI of my
knowledge, Infonl1l1t1on, IInd belief. This sllllement Is mllde sllbjecllo the penllltlcs of Section
4904 of the Crimes Code (18 PA. S.C.A. fi 49(4) rchlled to nnsworn flllslficlItionlo 1I11lhorlies.
0'1(1..1/....' ..'t &/r.tr--
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l;flllI:lJIJa Myers vllrl~y that the faels sel fonh In this Pelhloll are true and correelto the best o( my :
knowledge, IlIfonnatlon, alld belief, This slutCl11elllls madc subjcot to the penalties of Section
4904 ,of t11cCrlmcs Code (Ill !lA. S.C.A. fi 4904) related to unsworn falsll1eatlolllo autllol'\les.
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I, JAN R.. HATALLA have read the allaohed PETITION TO REFORM TRUST, APPOINT
TRUSTEEI AND CONFIRM FAMILY SEiTLEMENT AGRTEEMENT and am In agreement with
.tho terms 01 the proposed agreemenl reolled Ihereln and wish to loin In that said
. PETITION. 'Iurther slale Ihal cOlltenls ot Ihe said PETITION are true to Ihe best 01 my
knowledge, I,nlormallon and bellel.
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JAN R, HATALLA
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Sworn and subsorlbed 10
beforo mo, a nolary publlo,
'. this / t.; '1/1 day 01
17l1o/(l11 I A.D. 1995.
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IJ\ Ll '1' WILL ^NIJ 'l'IWll'^MEN'l'
Ol~
MlmLI~ C. WEllll'Z
I, MEIlLI~ C. 1~lm'I'Z, of 11um'ue 'I'uwnship, Cumberlanc.\ County,
,Pennsylvania, ueulal'e thIs to be lilY I,ast Will alltl Il'estament, and
hereby revoke all prior wills alltl couiulls heretofore made by me.
1. 1 hereby appoint lilY wife, HILDA L. WEllll'Z, to serve as
executrix of my estate. If she should be unable or unwill1ng to
act as exeuutl"l.x, 1 appoint lilY sun, DENNIS C. WER'I'Z, to serve as
executor hereunder. 1 f he is unable or unwilling to aot as
executor, 1 appoint II'he I'irst Dank and 'I'rust Co. of
Meuhanicsburg, Pennsylvilniu, to serve us exeoutor hereunder.
2. 11'he fiduciaries herein nameu shall not be required to
post bond or other security for the faithful performance of their
duties.
J. Exoept as lIIay otherwise be provided in my wife's will
or trust or in any uthet' trust, I direct that all estate,
inheritanoe and suuuession taxes that may be assessed in
consequenoe of my c.\euth, uf whutsoever nature anc.\ by whatsoever
jUl'isdiotion imposeu, on property forming my gross estate for tax
purposes, whether ur nut it passes unuel' this will, shall be paid
out of the principal of lilY probate estate so that the burden
falls on lilY resic.\unry estate and none of those taxes shall be
'/ ?;'till t:' YNi
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Exhibit: "A"
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oharged against any benef ioiary. '1'his provision shall not apply
to generation skipplny taxes.
1\. Nutwithstnl1dlny the fOl'eljolny provisions, my exeoutrix
may l'equest the trustee under lilY lIyreement of 'l'l'ust dated
_.o.duhU.Ll.!I
, 1992/ to pay any debts, expenses, and
taxes whiuh uannut be paiu out uf lilY prubate estate without
neoessitatiny (1) the abatement of any nonresiduary devise 01'
bequest, 01' (2) the salo of assots which al'e not l'eal1Hy
marketable.
5. My wiCe, IIlLDII 1,. Wr,/lll'Z/ and I are now joint owners of
a residenue in Monroe 'llownship, known as 016 Fairfield street,
Cumberland County, pennsylvania, whiuh is our usual home. If my
wife survives me, and al: my death, our home, whether it be the
same as we presently own ur one thaI: may be hereaCter aoquired,
is held in any manner whiuh will not result in passage of full
title to her by operation and law, I give and devise my entire
interest in said hOllle to her.
IC my wiCe does not survive met
said propeL'ty uesorIbed in this paragraph shall pass in
acoordanoe with the prov lI,1ions oC Paragraph 7 hereof.
6. I give nnu bequeath to lilY wife, HILDA L. WER'l'Z/ if she
survives me by thlrty (30) days, all Curniture, olothing,
ornaments, jewelry, pictures, statuary/ works of art/ sHver,
plate, brlo-I.I-bnw, tapestry / household goods nnd supplies /
books, 1inen, ohina, glass, and all implements, tools and plants
that mny be in or upon our home at the time of my death, and all
2
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automob11es and othot' lIIotOt" vehicles, boats and horses, together
wHh all polluies of illOUt'l\llUO thol:oon. If lilY said wire does not
sUt"vive mB by thirty PO) tl"ys, then 1 yive and bequeath all of
such property to such uf lilY ddldren who survive me by thirty
(30) days, to be divltled aO\ol1Y tholll in e(jual shat"es. Should suoh
children be unnble to "YI.'oe upon n lllvision of snid property,
al\:ernntive choices of Hellls o[ such property shall be made by
thom untll distdbuUon is cOlllpleted in the following mannerl
the first CJhoice shnll be mnde by tho oldest of my oh11dren, the
next choice shnll lJe IIlndo lJy the noxt oldest of my oh11dren, and
so on until distribution is cOlllpleted.
7. hll the rest of lilY property, qf whatsoever nature and
wheresoever sit.unte, excludiny pt'operty over which I hold a power
of appointment, I lJo<jueflth 1\11d devise to 'l'he I'irst Dank and 'l'rust
Company of HeahunicslJury, 'I'rustee undet' nn hgreement of '1'1'ust,
executed by me on _Uclube..L-LA
, 1992, to be held by my
trustee or its successors nnd added to nnd administered as part
of the trusts estnblished by saitl hyreement of 'l'rust. 'l'he said
trusts are in existence 118 of the tillle of execution of this Will.
o. I hereby speo if iCl1lly decline to exercise any power of
appointment 1 may have.
9. No int erest, whether ill inoome or principal, of any
beneficiary of lilY Bstute shull be subject to anticipaticn,
pledge, assignment, sale or trans[or in ony monnerl nor shall any
such benefioiary hnve ony power in any manner to oharge or
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incumlJet' his ot' hfilt' intet'ont, whether in income Bt' principal/ nor
ohall the illt:et'ost, whothor ill incolllo or prJ.ntlipal, of any slIoh
beneficial'y lJe Uabio ot' subject ill any lIIanller while in the
possession of my exetlutdx, execul::Jt", or. a trustee or guardian
for any lialJili ties of such beneficiary, whether suoh liabilities
ar ise [rom Ids UI' her deil th, debts, cunl:n1l1ts, torts or
engagements of any type.
10. In the adlllinistratiun of my estate, my fiduoiaries
shall have the followiny powers, in addition to ouoh powers as
they may have by lawl
(a)
(h)
(0)
'1'0 invest nny fUlllln of lilY ostate in ony stock, bonds,
notes ur othor 8Bcudtios or property, real or
persollnl, nutwl thstl1mllllY thnt suoh investments may not
be of a eharacter allowed to rlduuiaries by statute or
general rule of law.
'1'0 retain amI tu illvost In the commoll stock or other
secudtles of the eOI:pul:ate persollal representatlve or
trustee, or in the Btook or Beuurlties of any parent
corporation or a[[iliated corporation of such
fiduclary.
'1'0 sell 01' otherw ise lllspose of any property, real or
personal, l1t any time forming a part of my estate, for
oash or upon crolH t, In such manner and upon such terms
and condi U ons 1\8 they lIIay deem best, and no person
deallny with them shall be bound to see to the
applioation of any funds paid.
(d) '1'0 mnnnge, operate, repl1ir, improve, mortgage, rent cr
loase for l1ny term any roal estate at ally time held or
owned by lilY ostate.
(e)
'1'0 1J0IToW money fOI" the
other propel' purposes
estate.
pflYlllont of taxes or for any
in the administration of
my
(f) '1'0 distribute in cash or in kind, upon any division or
distribution of my estate.
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(h)
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'1'0 cony on ony busl.neflfl owneu or controllell by me ot
my lleoth 1'01' whntevoI' porlod of time they sholl think
proper, subjoct hllwlJver \:0 other provisions and
restrictions prov hIed heroin, amI they shall have the
powel' to llo any amI all things they deem necessary or
approprIate, ine L\Il.tlng the power to inoorporate any
unincorporat:ed bUFliness, the power to borrow anll to
pledge aSflets containe,l in my estate as security for
such a bon'owl nCj, the pOWel' to delegate all or any part
of the supel'vision, mnnnyement and o(Jeration of the
busineso to Duell penwn or persons as they may aelect,
and the power to close out, Il(juidate, or sell the
busIness at such time nml upon 8uch terms as to them
shall seem best. IW rlduciories shall not be held to
personnl lil1bility for shrinkage of income or loss of
capital value that mny lJe incurred in the course of
their operation of the business, except loss that: may
result from theIr wIllful misconduct. 'l'his general
power to carryon and/or sell my busIness interests
shall, nevertheless, be subject to any and all
restrictions thot 1 have set forth in Paragraph 10
herein.
'1'0 him any professionals, fluch as an attorney and an
accountant which in my eXetlutor's discretion may be
helpful or necessary to assist him or her in the
adminietrntion of my estnte anti lny trust. 'l'he assets
of my residuary estote mny be ueeu to pay the stanllard
fees charged by such prOfessionals.
In generl1l, to exercise all powers in the management of
my esln to wh iel. nny inlli v idual r~ould exerc1se in the
management of sllllilar property owned in his own right,
upon such terms /lnd conditions as to them may seem
lJest, onrl to exeuute and dellver all instruments and to
do all acts which they may deem necessary or proper to
carry out the purposes of this Will.
IN Wl'l'NgSS WIIEHIWF, I, the saId MEHLE C. WEH'I'Z, hereby set
my hand to this, lilY Last I1Ul, typewdtten on seven (7) sheets of
paper, including the attestation clause, signatures of witnesses
and acknowledgements, upon each one of which I have also written
my name this
141.lL.. day of
!i
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On this --l1..~.JI.... (.lilY of _.O.t:.~JJJJ.(l.L..___, 1992, MEnLE C. WEH'I'Z
deaIll't'etl to us, tlw lIntlers [t/lled, th/lt the foregoing instrument
Was hls I'flAt IHU II/If.! 'l'efltllmont doted the _.l~IL./l_ day of .o4l-~.QQI;lt:
' 1992, ond he rOCJuested llfl to aut as wi tnesAes to same and
to his signature l:htH'oon. lie thereupon siyned said Will In our
.presence, We lJoing present at: the same time. We now, at his
request, in his prosenoe, /lnt! In the presence of each of us,
hereby subsorilJe our nomos as witnesses. Each cf us further
deal ares that he or she bel.leves this 'l'estator to be of Sound
mind amI memory.
d-:.Ll 0/~ L',).L Col..!' /1..1'::. _ residilH.I at -Jil.ti..ch..lJi....I...(.'/)L\'-1,o 11M
rJ'
//11/ (J n.t/(( .d'J residing at ;\U:I U'.cl..'/lll(11) (/1
,
ACKNOWLEDGMEN'l'
COMMONWEAL'I'U OF PENNSYLVhNIhl
I as
COUN'l'Y OF DAUPHIN I
I, MEnLE C. 1~I\H'l'~, 'l'estator, whose name is signed to the
attached foregoIng instrument, having been duly qualified
aooording to law, do hereby ucknowledge that I signed and
exeouted SUch instrUlIlent as my L/lAt IHll and 'l'estamenl: dated
"i1c.lalbf!. I'L-, 19921 lhut 1 siynsl.\ SMo willinglYI and that I
s gned it as my [roe and voluntal'Y aut for the purposes therein
expressed.
Sworn to or /lffirmed
WER'I'Z, the'l'estatol', this
and acknowledged before me by MERLE C,
llll;.h d.ay 0\ . .~..I;;ej;}or , 1992,
~/Jl' /;; to' I .J/ 1.T"
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1.
,l.ifetime 'l'ru!tl;l
If property is added to this trust
during my 1 ifetime, it shall be kept invested and managed as a
separate trust. hs much of the net income and the prinoipal as I
may from time to time request in writing, or as my 'l'rustee may
from time to time think desirable for my or any of my dependents'
welfare, comfort or support, either shall be paid to me or shall
be applied directly for those purposes. Any net inoome not so
paid or applied shall from time to time be added to the
principal.
hU funds held at my death shall be distributed in
accordance with the provisions which follow.
2. Mftrital Deduotion 'l'rust: If my wife, HILDA L. WERTZ.,
survives me, my trustee shall fund this trust with the smallest
amount of the principal needed to reduce the federal estate tax
falling due because of my death to the lowest possible figure.
In calculating that amount, so that the largest possible balance
of the principal can pass free of federal estate tax to my
residuary trust, (i) all other property whioh qualifies for the
marital deduction and (ii) all other deductions and credits shall
be used first to the greatest extent that they can reduce the
tax. However, credits shall be used only to the extent that
their use will not increase the death taxes on my estate. My
trustee shall invest and manage this property as a separate trust
in a manner that will not disqualify the marital deduction, and
make distributions as follow:
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A. During my wife's lifetimel
(1) 'l'he enUre net income shall be paid to her at
least qual.terly I
(2) he much of the prinoipal an my trustee may from
time to time think desirable for her welfare,
oomfort or support shall be paid to herl and
(3) She shall have the unrestrioted right to withdraw
any part or all of the principal at any Hme.
B. On my wife's deoth, any then-remaining principal shall
be paid to such one or mOl'e persons or organizations,
inoluding her estate, on such terms as she may appoint
by a will specifioally referring to this power of
appointment.
c. If my wife does not exhaust her power of appointment
under the preceding paragraph, on her death:
(I) hny increase in death taxes or administration
expenses in her estate caused by the inclusion of
this trust in it for tax purposes shall be paid
out of the unappointed principal, and a written
statement by her executor or administrator of the
amounts payable may be accepted as being oorreotl
and
(2) 'l'he balance of the unappointed principal shall be
added to and thereafter treated as a part of the
prinoipal of the residuary trust.
3.
~duarv 'l'rJ!st:
Mter. my death my trustee shall
invest ahd manage all the property not allocated to the marital
deduotion trust as a separate trust, and make distributions as
follows I
A. If my wife, 1I1LDhL. WER'l'Z, survives me, during her
lifetime:
(1) 'l~e net income shall be paid to her in quarterly
or cther convenient installments I
(2) he much of the principal as my trustee may from
time to time think desirable, taking into aooount
3
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funds availnblo from other souroes, for the
helllth, Elupport, mllinl:anance or education of my
wire or. IIny of my children either shall be paid to
thllt pet'!lon 01: nhnll be applied dlt'ectry for those
purpo!les. 1I0WBVOI", nono of the principal of this
trust ahnU be pnid to or applied [or the benefit
of my wire unless the principal of the marital
deduction trust has been exhausted/ and
(3) hfter the marit111 deduction trust is exhausted (or
after Iny doath if no marltnl deduction trust will
be established), my wife shall have the right in
each uniendnr year t.o withdraw from the pri.noipal
up to $5,000.00 at any time and, in addition, if
she is l1v ing on December 31 of any year, to
withdrllw up to five percent of the fair market
vlllue of the pr incipnl determined on December 31
of that year (the amount subject to withdrawal as
of Dooember 31 to be reduced by any prior
withdrawals during thnt year, and any rights of
withdrawnl for a particular year to lapse if not
exercised during that year).
D.l\fter my wire's denth (or mine if I survive her) and as
soon as there is no l.l v ing chlId of mine undor 23 years
of age, the then-remaining principal shall be divided
into eqU111 shares, flO thnt there will be one share for
each child of mine who is then living or then dead. My
trustee shall invest and manage each such share as a
separate tru!lt, and make distributions liS followl
(1) During each child's lifetime:
a. 'l'he net income from his or her trust shall be
paid to him or her in quarterly or other
convenient installments/
b. hs much of the principal of his or her trust
liS my trustee may from time to time think
rlesirl1ble (taking into account funds
available from other sources) for the health,
support, lII11intBnnnce or education of that
chlId or any of his or her descendants either
shnll be paid to that person or shall be
applied directly for those purposes/ and
c. hs soon as it is practical to do so, after
the setting apart of the shares, each child
who survives both me and my wife shall have
4
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V\X PROVISIONS
5.
.El.ln!
eduction 'l'rust;l
No property
ineligible for the marital deduotion shall be used to satiefy
that deduotion. Property distributed in kind in satisfaotion of
the marital deduotion shall be distributed at the lower of (i)
ita value at the time of distribution and (11) its adjusted
federal income tax basis. Subject to the foregoing and without
regard to the effect upon the size of the famJ.1y trust, my
executor shall have absolute disct"etion in selecting the property
to be allocated to the marital deduction trust.
6. Survivorsl.U1l1 My wife shall be deemed to have survived
me if the order of our deaths is not clear.
7. Death 'faxes I hll federal, state and other death taxes
payable because of my death on any property then held under this
hgreement of 'l'rust or on any insurance proceeds or other death
benefits payable directly to my trustee shall be paid out of the
principal of the residuary trust. None of those taxes shall be
charged against the martial deduotion trust or any benefioiary,
and no property which would be otherwise exempt from federal or
state death taxes sholl be used to pay any death taxes under this
provision.
B. Generation-Skiooinq TaXI I direct thatl
h. Divisi..9JL of 'l'rustsl hny trust which otherwise would be
partially exempt for federal generation-skipping tax
shall be divided fractionally so that my federal
generation-skipping tax exemption which has not been
6
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allooated may be allooated exaotly to one or more
trusts. 'l'he purpose of this provision is to have
trusts which are eithet" entirely exempt or entirely
non-exempt for federal gener.ation-skipping tax. 'l'hey
shall be treated as separate trusts, but having the
same terms unlElss othorwise specified. hdditions shall
be treated in a similar manner, and shall be held as a
separate trust if it is not possible to separate
additions into exempt and non-exempt trusts.
B. W..tr..Uill...t;,LQJL9_C!J'rc.lli1J:i11 Ili stributions from the above
trusts to identlcal lJenef.lciaries may be combined for
purposeR of cllstribution, and it is my thought whioh
shall not be legally binding that payments may be made
from the respeotive trusts to cause the least amount of
federal generation-skipping tax to be incurred.
c. fm1er oC lillP-9J.lLtJJlQ!l..t_ t.Q~Qyce-'t~K: 'l'he limited powers
of appointment which <Ire exercisable by a will
hereunder shall be expanded as follows if certain taxes
oan be reduced I
1. If a federal generation-skipping tax would be
imposed on any trust hereunder upon the death of a
beneficiary at a rate higher than the marginal
federol estate tax rate which would be imposed on
his or her estate, assuming the trust were
includible in the beneficiary's taxable federal
estate, then the beneficiary specifically
referring to this power of appointment may also
appoint the trust to the creditors of his or her
estate to the extent the aggregate of the federal
generation-skipping tax and estate tax can be
reduoedl and
2. hny increase in death taxes or administration
expenses in the beneficiary's estate caused by the
inclusion of the trust in it for tax purposes
shall be paid out oC the unappointed principal of
the trust, and a written statement by hiEl or her
personal representative may be accepted as being
correct.
9.
Tax optlons:
/1y trustee may use adminIstrative or
other expenses of the trusts hereunder as income tax deduotions
or may direct my executor to use them as estate tax deduotions,
and may pre-pay death taxes on future interests. '!'hese deoisions
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may be made without regard to any effect upon the size of the
marital deduction trust, and without requiring adjustments
between principal and income.
10.
IL!.lli;1l1i me r :
I remind my spouBe (and my spouse's
executor, administrator, guardiun or agent aoting under a power
of attorney) that my spouse may disclaim any part or all of any
power or interest under this hgreement of 'rrust. In partioular,
it may be desirable for my spouse to disolaim a portion of the
marital deduction trust.
h disclaimed portion of the marital
deduction trust shall pass to the residuary trust and be held as
if my spouse were living.
However, no disclaimed marital
deduction trust property passing tc the residuary trust shall be
subject to cr considered in the calculation of my spouse's powers
over any of the principal. I'or accounting, tax or other reasons,
the residuary trust may be divided into two trusts so that the
disolaimed portion is held separately.
bPJ1lNurrRATIVE PROVISIONS
11. ~enefioinries Under 21 or Disabled: If any benefioiary
becomes entitled to an outright distribution of income or
prinoipal and is (i) under the age of 21 or (ii) in my Trustee's
opinion, disabled by illness or other cause and unable to
properly manage the fundsl
h. hs much of such income or principal as my 'rrustee
may from time to time think desirable fcr that
beneficiary either shall be paid to him or her or
shall be applied for his or her benefit; and
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B. 1~e balance of such income and principal, and the
net income from those funds, shall be kept
invested and managed as a separate trust for the
beneficiary, with the trust funds paid to cr for
the b~ne[iciary in accordance with the provisions
of t.he preceding paragraph. When the beneficiary
reaches the age of; 21, or, in my Trustee I s
opinion, becomes free of disability, as the case
may be, the bnlance shall be paid to the
benefioiary. If he or she diE'S before that time,
the bnlance shall be paid to his or her executors
or administrators.
hny funds to be applied under this article either shall be
applied directly by my Trustee or shall be paid to a parent or
guardian of the beneficiary or to any person or organization
taking care of the beneficiary. Hy 'l'rustee shall have no further
responsibility for any funds so paid or applied.
12. ILa.tlY.......!:!..l1ding of 'l'rusts: If my 'l'rustee, in my Trustee's
sole discretion, determines that it is desirable to do so, my
'l'rustee may end any trust under this agreement. This may be done
by paying the then-remaining principal and income of that trust
to the person then eligible to reoeive the income or, if there is
more than one person, to them in such amounts or proporticns as
my Trustee may think appropriate. If any person is a minor or
is, in my 'l'rustee' s opinion, disabled by illness or ot.her cause
and unable to properly manage the funds, my Trustee may pay the
funds to his or her parent or guardian or any person or
organization taking care of the person. In the case of a minor,
my 'l'ru9tee 0190 may deposit the [unds into a savings aocount in
the minor's name payable to the minor at majority, or appoint and
9
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pay the funds to a oustodian for the minor under the Uniform
Gifts to Minors Act of any state.
My 'frustee shall have no
further responsibility for funds so paid or deposited.
13. nights in IncoMI If a trust is funded from a larger
share, it shall be entitled to a proportionate amount of the
inoome from the time the trust is to begin until the aotual
funding.
During that period income and prinoipal may be
distributed directly to the beneficiaries, subject to the terms
of the trust. hll income undistributed at a beneficiary'S death
shall be treated as ir it had accrued after his or her death.
14.
Protective provision:
No interest in income or
,I
principal shall be assignable by, or available to anyone having a
olaim against, a beneficiary befcre actual payment to the
benefioiary.
15. Manaqement provisions: I authorize my Trustee:
A. To retain and to invest in all forms of real and
personal property, including common trust funds
operated by my corporate 'l'rustee or any affiliate
of it, regardless of any limitations imposed by
law on investments by 'l'rustees, or any principle
cf law concerning investment diversifioationl
'l'o retain and to invest in the common stock or
other securities of the corporate trustee or of
any parent corporation or affiliated ocrporation
of the corporate trustee.
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B.
c.
'fo compromise claims and to abandon any property
which, in my 'l'rustee's opinion, is of little or no
valuel
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D.
'fo borrow from anyone, even
Trustee hereunder, and to
security for repayment of the
if the lender is a
pledge property as
funds borrowed I
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E. To sell at pUblic or private sale, to exchange or
to lease for any perIod of time, any real or
personal property, and to give options for sales
cr leasesl
F. '1'0 Inake loans to, and to buy property from, my or
my spouse's exeoutors, administrators, or.
Trustees, or the 'l'I'ustee of any generation-
Skipping trust of which I am a deemed transferror I
G. 'l'o join in tiny merger, reorganization, voting-
trust plan or other concerted action of seourit~.
holders, and to delegate discretionary duties with
respect theretol
II. '1'0 allocate any property received or charge
incurred to principal or income or partly to each,
without regard to any law defining principal an~
income I provided that this authority shall not
'xtend to the marital deduotion trustl and
I. '1'0 distribute in kind and to allocate specifio
assets among the beneficiaries (including any
trust hereunder) in such proportions as my Trustee
may think best, so long as the total market value
of any beneficiary's share is not affected by suoh
allocationl provided that nothing in this
paragraph shall effect the provisions set forth
above regarding the funding of the marital
deduction.
These authorities shall extend to all property at any time held
by my Trustee and shall continue in full force until the actual
distribution of all such property, except as speoifioally stated.
hll powers, authorities, and discretion granted by this agreement
shall be in addition to those granted by law and shall be
exercisable withcut court authorization.
J.6. n.~ss Interests: In dealing with the stook of any
olosely held corporation, any partnership or any other business
interest forming a part of any trust hereunder, I authorize my
Trustee I
11
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'A. '1'0 disregard any principal of investment
diversifioation and to retain any part or all of
such interest as lcng as my 'l'rllstee considers it
advisable to do SOl
B. '1'0 sell any part or all of such interest at such
time or times, for suoh prices, to such persons
(inoluding persons who are Trustees or
beneficiaries hereunder), and on such terms and
conditions as they may think desirable,
C. '1'0 do anything that may seem advisable with
respect to the operat.ton or liquidation of any
such business or any ohange in the purpose, nature
or struoture cf any such business I
D. To delegate authority to any director,
stcckholder, manager, agent, partner or employee,
and to approve payment from the business of
adequate compensation to any such person,
E. '1'0 causo tho busines!! to borrow money from the
banking department of my corporate Trustee,
regardless of any rule of law with respect to
conflict of interest I and
F. To make additional investments in any such
business if such action seems desirable for the
best interests of any trust hereunder and the
beneficiaries thereof.
G. 'l'he fact that any 'l'rustee under this trust may be
interested in any such business as director,
stockholder, manager, agent, partner, employee or
creditor shall not constitute an adverse or
conflicting interest, and the acts of suoh Trustee
shall be judged as if he or she had no interest in
the business. No Trustee shall be liable to
anyone for anything done or not done by any other
Trustee or by any benefioiary, except for willful
or supine negligence. In short, I intend that in
making decisions hereunder, my Trustee shall have
the same freedom of action that I would have if
living.
17. AdditiQill!l I, and with my 'l'rustee's approval, anyone
elEle may add to the principal of any of the trusts.
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18. Insurance policJ..!m: My 'l'rustee shall have no duty to
pay premiums on the insurance policies payable tc my 'l'rustee, and
the oOlllpanies issuing the policios shall have no responsibility
for the applicaticn of the proceeds or the fulfillment of the
trusts.
19. Hiqhts Heset:y.m!: 1 reserve the following rights, eaoh
of whioh may be exercised whenever and as often as I may wishl
h. hll rights vested in me as the owner of any
insurance policies payable to my Trustee; and
B. 'l'he right by an instrument in writing, other than
a will, to revoke or amend part or all of this
agreement.
20.
~Yments to Aid llL.QQ...ttlement of Estate:
My 'l'rustee
shall have the power, but not the duty, to make such tax payments
from the prinoipal of the residuary trust as my Trustee may think
desirable to facllltate the settlement of my estate.
In the
exercise of this power my Trustee may pay, in whole or in part,
directly or to my executor, any or all of (i) my debts (including
debts fcr which my spouse is also l1oble), (il) the expenses of
my funeral and burial, and (iii) denth taxes (except generation-
skipping transfer taxes) and administration expenses in
oonneotion with my estate, even though they do not relate to
property becoming subject to this agreement.
However, no
property which would be otherwise exempt from federal estate or
state death taxes shall be used to make any payments under this
article.
Neithur my executors or administrators nor any
beneficiary of my estate shall be required to reimburse my
13
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Trustee for any suoh expenditures.
21. ~itus and Governina l,aw: The situs of this agreement
shall be in Pennsylvania.
hU quest.ions as to the validity,
effeot, or int.erpretation of this agreement cr the administl'ation
of the trusts shall be governed by the law of Pennsylvania.
22.
Aoco!.lJlting:
My Trustee shall send the inoome
benefioiaries or thel.r representatives statements showing the
transactions in their trusts at least annually. My Trustee shall
be entitled at any time to seek a :Judicial settlement of a trust
account in any court of competent jurisdiction selected by my
Trustee. hs an alternative, my 'l'rustee may at any time settle
such account by &greement with the income beneficiaries who are
not under any legal disabill. ty and those persons not under any
legal disability who would be entitled to receive a share of the
principal if the trust. were to terminate at the time of suoh
agreement. Such agreement shall bind all persons, whether or not
then in being or under a legal disability, then or thereafter
entitled to any portion of the trust, and shall effeotively
release and discharge my 'l'rustee for the acts and proceedings so
acooullted for. 'l'he settlement may also include the approval of
the account of an executor or another Trustee if my Trustee has
reoeived property in distribution of that estate or trust.
nm.l,QlhRIES
23. Trustee Provisions:
/,,, No 'l'rustee who is a benef ioiary of one of the
trust~ shall ever participate in (i) the exeroise
14
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SCIIEDULE "A"
SCIIEDULEOF LIFE INSURhNCE POLICIES
REFERRED '1'0 IN TilE ANNEXED AGREEMENT OF TRUST
Dated
Or:!~,nhAr 14
1992
From
MERLE
C I WER'l'Z
. ,
Settlor
'1'0
TilE FIRST BA~K AND TRUST CO. OF MECHANICSBURG, Trustee
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d.) Sandra K. Barolay, age 35, ourrently 01 901 Spring Clrolo, Meohanlosburg, PA
17055:
and grandohlldren, to wit:
e.) Amanda Barolay, age 11, ourrently 01 901 Spring Circle, Mechanlosburg, .
PA 17055;
I.) Oaleb Barclay, age 5, currently of 901 Spring, Circle, Meohanlcsburg, PA
17055;
g.) Morgan Barclay, age 1. currently of 901 Spring Circle, Mechanlcsburg, PA
17055 ;
h.). Jamee L. Wertz, age 19, currently 01 21 Maple Avenue, Oamp HIli, PA
17011 :
I.) Ell D. Wertz, age 7, currently 01 1612 Trlndle Road, Oarllsle, PA 17013;
J.) L1za N. Wertz, age 5, currently of 1612 Trlndle Road, Oarllsle, PA 17013
and;
WHEREAS, the last will and testament 01 Merlo C. Wertz appointed his widow, Hilda L.
Wertz, to serve as executrix 01 his estate and named as first and second alternates, respeotlvely,
his son, Dennis O. Wertz and the First Bank and Trust Company of Mechanlcsburg, now
sucoeeded by merger by PNC Bank, National Assoolatlon: and
WHEREAS renunciations Irom all of the above were obtained In favor of decedent's son,
Michael T. Wertz; and
WHEREAS, on April 13, 1994 the said last will and testament was duly probated and
letters testamentary were duly Issued by the Register 01 Wills In and for Cumberland County,
Pennsylvania to the said Michael T. Wertz; and
WHEREAS, the said Michael T. Wertz has administered the estate according to law, Is
ready to file a lull and formal accounting with the Orphans' Oourt, to request a decree
distributing certain Items of real properly Into a trust established by decedent In his lifetime,
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and to file a PETITION TO REFORM TRUST, APPOINT TRUSTEE AND CONFIRM FAMILY
SETTLEMENT AGREEMENT; and
WHEREAS, as Is more fully set forth In said PETITION, a copy 01 which Is atlached
hereto, It Is contemplated that the said Michael T. Wertz and Patricia Myers, a Irlend 01 the
Wertz lamlly, will act as co.trustees of the said trust; and
WHEREAS, the said Patricia Myers Is willing to aol as such co-trustee, provided certain
limitations upon her duties, responsibilities, and liabilities are understood, acknowledged and
agreed to;
IT IS HEREBY AGREED AS FOllOWS:
1 .) Any and all decisions regarding the need lor, nature 01, contraotlng lor and
carryIng out 01 maintenance or Improvements on any or all 01 the real estate In the trust shall
be the responsibility 01 co.trustee, Michael T. Wertz.
2.) In the event any maintenance or Improvements 01 a major nature are to take
place, co-trustee Michael T, Wertz shall advise co.trustee Patricia Myers as to the same and
. shall also provide Inlormatlon as to what source olllnanclng will provide the lunds lor the
same.
3.) Co,trustee Patricia Myers will keep a trustee's account Ledger In which she
shall, Irom time to time, record In a timely lashlon, all rental receipts, deposits, payments lor
taxes, sewer, maintenance and the like, and shall make this record available to Hilda L. Wertz or
any other Interested trust benellclarles Irom time to time al reasonable and mutually
convenient times.
4.) Past year's budgets shall be provided to co.trustee Patricia Myers lor
comparison and analysis.
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6 ,) The benellclarles agree that In the event 01 any eKtraordlnary costs or char:les,
lor eKample, a sewer system, should co,trustee Palrlcla Myers determine that Insulllclent
lunds are available to pay Icr the same, 11 shall nct be her responslblllly to liquidate any of the
real property, Rather, co.trustee Michael T. Wertz shall meet wllh the family and determine
whether to IInd an aile mate scurco of funding or to soli any or all 01 the real property.
6.) Co. trustee Patricia Myers shall bo furnished wllh copies of all current and
prospective leases. She shall not, however, be ultimately responsible for the negotiation of any
terms or conditions of any leases. Rather, II shall be the responsibility 01 co.trustee Michael ,..
Wertz to do so.
7.) Co' trustee Patricia Myers agreos to advertise vacanl apartments and to ehow
vacant apartments to prospective tenants but shall not be ultimately responslbl& lor Ilnal
arrangementll lor rentals. Rather, that, as above.provlded, shall also be the responslblllly 01
co. trustee Michael T. Wertz.
B . ) In the event any real estate Is liquidated, co.trustee Patricia Myers shall have no
responsibility or lIablllly whatscever as to Investing the lunds In anything other than
certlllcates 01 doposll or Unlled Stales Government Instruments, In the event any other
Investments are desired by any of the beneficiaries of the trust, such analysis and decision shall
be the sole respcnslblllly 01 co-trustee Michael T, Wertz. IT IS HEREBY FURTHER
SPECIFICALLY AGREED THAT IN NO EVENT, REGARDLESS OF THE KIND AND/OR NATURE OF ~Y
INVESTMENTS CHOSEN, AND REGARDLESS OF HOW CHOSEN, SHAU, Co. TRUSTEE PATRICIA
MYERS BE IN ANY WAY UABLE AND/OR RESPONSIBLE FOR ANY LOSSES OR LACK OF INCOME OR
PRODUCTIVITY.
9.) Co-trustee shall make all necessary trust records available in a timely lashlon to
a taK acoountantto be timely chosen by co,trustee, Michael T. Wertz.
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APR I I 1995
);1')
IN THE MA TmR or
TIlE ESTATE OF MERLE C. wElnz
LATE OF MONROE TOWNSHIP
CUM8ERLAND COUNTY,
DECEASED
: IN THI! COURT OF COMMON PLEAS OF
: CUMIIERLANDCOUNTY, PENNSYLVANIA
,
: ORPIIANS' COURT DIVISION
.
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: NO, 21-94-298
DECREE OF COURT
J-l .
AND NOW,thls ,I j, r day of __W'I'~~s..__, A,D. 1995,atl\ ',>(1 o'clockti.,M.,
upon the presentation of the Petition of Michael '1', Wertz, Execntor of the Estale of Merle C,
Wertz, hlle of Ihe Township of Monroe, Connty of Cumberland, and State of Pennsylvania, and
. Michael '1', Wertz und Patriciu Myers, as Co,Trustees under thnt certain Agrccment of Trusl, duted
Octobcr 14, 1992, excculcd by Merle C, Wertz, It is hereby ordered und deerced thutlhe full and
com/,lete interest remaining In the Estate of Merle C, Wertz In Ihe following described real estate be
and lereby Is awurded to Michael '1', Wertz und Patricia Myers, Co,Trustees:
Trnct!:
ALL TIIA T certu!n plecc or parcel of land sltuute in the Township of Monroe,
County of Cumbcrlund und State of Pennsylvunlu, bounded und described as
follows, to wit:
BEGINNING lit a point on the western line of Wertz Avenue, said point being at
the southeastern corner of land fonnerly of the grantor herein, now of George J.
Wertz, Jr, and Belty L. Wertz, his wife; thence along the western line of Wertz
A venue, South 04 degrees 55 minutes East, forty and eighty-four hundredths
(40,84) feet toll point; thcnce continuing lllong the western line of W<lrtz Avenue,
South 07 degrccs 50 minu!tls West, one hundred thirteen and thirty-two hundredths
(113.32) feet to a point on the northern line of u proposed street known as Fairfield
Cirde; thence (Ilong the northem line of sllld proposed street, South 71 degrees 27
minutes West, olle hundred (IlXl) feet to a point lit other )lIl1d of the grantor herein;
thence ulong the line of lanel of lhe grnntor herein, North 18 degrees 33 minutes
West, one hundred forty-one IIlllltwenty..one hundredths (141.21) feet to II point on
the line of land now of George J, Wem" Jr. IInd lIelly L, Wertz, his wife; thence
along the line of IlInd now of George J, Wertz, Jr, and Belty L, Wertz, his wife,
North 71 degrecs 27 minutes East. oae hundred fifty-nine and ninety-eight
hundredths (159,98) feet to u point on thc western 1me of Wertz A venue, the place
of BEGINNING.
BEING the slime premises whir:h Merle C, Wenz und IllIdu L, Wcrtz, his wife, by
dced duted Deccmber 20, 1993 lInd recorded in the Cumberland County Recorder of
Deeds Office in Deed Book "T", Volume 36, Page 441, grunted and conveyed unto
the sllid Merlc C, Wcrtz,
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Tmct2:
ALL 111111 certain ImCl of lund sitllute in the Township of Monroe, Coullly of
Cumberlund alld Stule of Pennsylvuniu, more purtlculurly IXlUnded und described us
follows, 10 wil:
BElNO Lot No. 90 on u plun of IlllS known us Point Comfort, luld out for George
B, und Minnie C. Vogelsong by Clurk A. IIryun, C.Ii" August, 1924, und recorded
in the Recorder's orncc in and for suld county in PI un BlXlk 2, Page 36. '111e above
described lot of gronnd is granled lInd conveyed suhjeclto the restrictiollthut no
buildings shull he erected thereon within twenly (20) feet of the fronlline of suid lot,
BEING Ihe snme premises which Merle C, Wer!7. nnd lIildu 1., Wertz, his wife. by
deed dUled December 20. 1993 und recorded in the Recorder of Deeds Office in lII1d
for suid County of CUlllberlund, in Deed Book "'1''', Volume 36, Puge 443, granted
and conveyed to Merle C. Wertz,
Tmct3:
ALL THAT CERTAIN messuuge or tracl of lund situule in the Township of
Limeslone, Union County, Pennsylvuniu, und idelllilied on the UNION COUNTY
TAX ATLAS on SHEET 91, und u p1ll1 of PARCELS 81und 82, bounded und
described as follows, to wit:
BOUNDED on the North by Innds, now or formerly of Edward Smith, Clark
Mench, and Joseph Geiswite; on the EUSl hy lunds now or fonnerly of Lewis
Bishop, John Bishop und Robert W, Bmhitz; on the South by Penns Creek; and on
the West by hll1ds, now or fonnerly. of Wesley Rowles,
WHEREON is erecled Ulwo-slory frume house and outbuildings,
EXCElYflNG AND RESERVING TIIEREFROM ALL THAT CERTAIN tract of
lund bounded und described us follows: BEGINNING utthe Northwest corner of
the property of Robert W, Brabitz liS described in Deed Book 109, at Page 578,
Union County records, thence in II westerly direction II10ng the Public Road T-309a
distlluce of Sixly-six (()6') feet, 1110re or less, 10 u WlIlnut; thence in u Southerly
dlreclion luong uline purnllello the Wcslen! line of said Robert W, Brubitz to a point
utthe low water mark of Pel1l1S Creek; thence in an Easterly direction following the
courses of the low willer murk of said Pel1l1S Creek to the Southwestern comer of
the ~aid property of Robel1 W, Bmbitz; lhence in II Norlherly direction ulong a line
comlllon to the Western line of the suid pmperty of Roberl W. Brubltz to the place
of beginning,
ALSO EXCElYI'ING AND RESER VING THEREFROM ulife eSlllle in the
dwelling hOllse free of any rent or the payment of any real eSlllle taxes to SIMON
SHERMOR Y. a widower, now deceused,
ALSO EXCElYI'ING AND RESERVING THEREFROM any adverse conveyances
of record in the Union County records,
BEING A PART of the trnclof land which SIMON SIIEMORY, u widower, by his
Deed dated October 7, 1964, grunled uml conveyed unto CLAIR GROOVER, said
deed recorded on November 4,1964. in DEED BOOK 109. ut PAGE 192, Union
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f, - 371 7 IN mE MA 11'ER OF
TI-IB ESTATE OF MERLEC. WERTZ
LATE OF MONROE TOWNSHIP
CUMBERLAND COUNTY,
DECEASED
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
,
,
: ORPHANS' COlJRTDIVISION
.
,
: NO. 21.94.298
PETITION FOR AWARD OF REAL ESTATE
TO THE HONORABLE JUDGES OF SAID COURT:
The Petition of Michael T. Wenz, Executor of the Estate of Merle C, Wertz, late of the
Township of Monroe, County of Cumberland and Commonwealth of Pennsylvania. Michael T.
Wenz and Patricia Myers, as Co-Trustees under that cenain Agreement of Trust. dated October 14,
1992, executed by Merle C, Wenz respectfully represents:
1. On March 7, 1995, the First and Final Account of Michael T. Wenz, Executor, and his
Schedule of Proposed Distribution in the above ESlllle were confirmed by your Honorable Coun.
2, On March 24, 1995 your Honorable Court Issued an Order, inter alia, conflrn1ing a
Family Settlement Agreement, Refonning the slud Trust, and appointing Michael T, Wenz and
Patricia Myers, as Co-Trustees, The Co-Trustees are now In a position to accept formal delivery
of the peninent items of real estate and therefore join in the executor's petition,
3, All those cenain tmcts of land more panicularly described below, is to be distributed to
Michael T, Wertz and Patricia Myers, Co- Trustees as indicated in the proposed distribution:
Tract I:
ALL TI-lA T cenain piece or parcel of land situate in the Township of Monroe,
County of Cumberland and State of Pennsylvania, bounded and described as
follows. to wit:
BEGINNING at a point on the western line of Wenz Avenue, said point being at
the southeastern corner of land fOlmerly of the grantor herein, now of George J.
Wenz, Jr. and Betty L. Wertz, his wife; thence along the western line of Wertz
Avenue, South 04 degrees 55 minutes East, fony and eighty-four hundredths
(40,84) feet to a point; thence continuing along the western line of Wertz Avenue,
South 07 degrees 50 minutes West, one hundred thineen and thiny-two hundredths
(113.32) feet to a point on the northern line of a proposed street known as Fairfield
Circle; thence along the northern line of said proposed street, South 71 degrees 27
minutes West, one hundred (1 (0) feet to a point at other land of the grantor herein;
thence along the line of land of the grantor herein, Nonh 18 degrees 33 minutes
West, one hundred forty-one and twenty-one hundredths (141.21) feet to a point on
the line of land now of George J, Wertz, Jr. lInd Betty L, Wertz, his wife; thence
along the line of land now of George J, Wenz. Jr, and Belly L, Wenz, his wife,
North 71 degrees 27 minutes ElIst, one hundred fiftr-nine and ninety-eight
hundredths (159.98) feet to II point on the western Ime of Wenz Avenue, the place
of BEGINNING,
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BEING the same premises which Merle C, Wenz and Hilda L, Wenz, his wife, by
deed dated December 20, 1993 und recorded in the Cumberland County Recorder of
Deeds Office In Deed Book "1''', Volume 36, Page 441, granted and conveyed unto
the said Merle C. Wenz,
Tl'llct2:
ALL that cenuin tract of land situute in the Township of Monroe, County of
Cumberland und Statc of Pennsylvuniu, more paniculurly bounded and described as
follows, to wit:
BEING Lot No, 90 on u plan of lots known as Point Comfon, laid out for George
B. and Minnie C, Vogelsong by Clark A, Bryan, C.E., August, 1924, and recorded
In the Recorder's Office in and for said county In Plan BlX.k 2, Page 36, The above
described lot of ground is grunted and conveyed subject to the restriction that no
buildings shall be erected thereon within twcnty (20) feet of the front Iinc of said lot,
BEING the same prcmises which Merle C, Wenz and Hilda L, Wertz, his wife, by
deed duted December 20, 1993 and recorded in thc Recorder of Deeds Office in and
for said County of Cumberland, in Deed Book "T', Volume 36, Page 443, granted
and conveyed to Merle C, Wertz,
Tmct3:
ALL THA T CERTAIN messuage or tract of land situate in the Township of
Limestone, Union County, Pennsylvania, and identified on the UNION COUNTY
TAX ATLAS on SHEET 91, and a pun of PARCELS 81 and 82, bounded and
described as follows, to wit:
BOUNDED on the Nonh by lands, now or formcrly of Edward Smilh, Clark
Mench, and Joseph Geiswite; on the East by lands now or formerly of Lewis
Bishop, John Bishop and Raben W, Brubitz; on the South by Penns Creek; and on
the West by lands, now or fonnerly, of Wesley Rowles,
WHEREON is erected a two-story frume house and outbuildings,
EXCEPTING AND RESERVING THEREFROM ALL THAT CERTAIN tract of
land bounded and described as follows: BEGINNING at the Nonhwest corner of
the property of Roben W, Brubilz us described in Deed Book 109, at Page 578,
Union County records, thencc in a westcrly direction along the Public Road 1'-309 a
distance of Sixty-six (66') feet, more or less, to a Walnut; thence in a Southerly
direction along a line parallel to the Westem line of said Raben W. Brabitz to a point
at the low wllter mark of Penns Creek; thence in an Easterly direction following the
courses of the low watcr mark of said Penns Creek to the Southwestern comer of
the said propeny of Raben W, Brubitz; thence in a Nonherly direction along a line
common to the Western line of the said propcny of Roben W, Brubilz to the place
of beginning,
ALSO EXCEPTING AND RESERVING THEREFROM a life estate in the
dwelling house frec of any rent or the payment of any real estate taxes to SIMON
SHERMORY, a widower, now dcccased,
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