HomeMy WebLinkAbout94-00347
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PETITION FOR PROBATE llnd GRANT OF LETIERS
,)/.. (f' t/ - \, ;~J( '7
Eliott 0/ II, LI:ONAHIl FOIIELSONGEH
0/10 known ll.l
No,
To:
Register of Wills for Ihe
Deceaud, County of Cum be\' Inn d In the
So(/a/ Security No, ..l7 9 - 11.::) 5 'J 5. Commonwealth of Pennsylvania
The petlllon or the underslcncd respectfully reprcsenllthat:
Your petllloner(s), who Is/are 18 years of age or older an the execut n r.
In the lall will nr Ihe above deceilent, daled S e lltl' mb e r I 7
and c(\dlcll(s) dated _.N / A
named
, 19-.ll.L
(Ullt rclevanl ~ltcllmlllnCClI t.._ rcnuncllllon. dUlh or ucculor. CIC.)
De~edent \\a~ domicikd at dcath in. CumlH' \' lnnd __County, Pennsylvania, with
b I. lUll family or principal residcnceat ('()2 BIIII ;1II01"l' Houd.
~h I p~U-1:-jI,-,. Sont hnmpt on 'l'ownHh i P L I'A
IIist 9trC1Jt, nUllllll'r, Twp. or IIllro.I
Decedent, then -1lli.___ years of age, died .1lp r ill D , 19 94
at h n? -11.aJ..'- j 1t1n r " I.{ o.....l..d_r~.h.l.p..p.J. n lJ h IILf~ .
Exccpt as follows, de"d,nt did not marry, wa, not divorced and did not have a ~hlld born or adopted
after exc~ution of Ihe will offered for probate; wa~ not the victim of a ~lIl1ng and Wal never adjudicated
Incompetcnt:
Decedent at dcath owned property wllh e.llimated I'alues as follows:
(If domiciled in Pa.) All personal property
(If not domiciled In Pa,) Personal property In Pennsylvania
(If not domiciled In Pa,) Pcr~onal property In County
Value or real estate In Pennsylvania
situated as follows: HeHld"\lcl' - lIaltllllo\',' Hoad
Snut-hampl'o!l 'l'nll1l1Rhipr Cllmhprlnnd County llnd Offi~
-1l.1l.lldin~ 64-(,(, [aHt Kill~ SL\'Ppt. ShipllCllsbu\,g
$ 2. I m ill I Oil
$
$
S 250,OOll ,00
WHEREFORE, petitloner(s) respectfully reqllelt(s) the probate of the lall will and codlcll(s)
presented herewith and thc grant of lellers I p .1 n 1IIc...u.L/l r y
(IUlamenlU~i adrninhlllllon C.l.I.; administration d,b.n.c.I.I.)
theron,
-
.
iOl .NED H. FOGEJ.SONGEH
!I~~~~
j~ -S.U I ppanah"l"g. ph 17?~7
J
DAUPHIN DEI'OSIT IIANK
~ THlIS~~ .
x '4-. ~ .
. -
35 EUDI Kin~ Stropl'
C:hll'p/lnQhll"~ Ph 17'Jt\7
lIy: ALAN H1INEHAHT.
Trust Orfieer
OATH OF PERSONAL REPRESENTATIVE
~g~~~O:~:AL~~,lm?~r~~~,~S\'LVANIA } as
I
'I
The pctitloncr(s) abol'e.named lwear(s) or afflrm(s) thai the statemenllln the foreaolng petition are
true and ~orreclto the bCII of the knowledge and bclief of petltloner(s) and that as personal represen-
lallve(s) of the above de~edent petilioner(s) will well an truly a~ er the ell ate accordlna 10 law,
Sworn 10 or affirmed and subscribed (;l:(;.- -~
before me this I~-n.. day of
i '/ I, II 11 r i I 19~-_
~^y1c ~ I 'L~ I r ./ /,., c ^;:;:s;~;
") II
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No. 21 - 94 - 347
EEtate of
G. r.gONAUn FOGELSONca:R
, Deceast d '
DEcutE Of Jl,WnATE AND GRANT OF LE'fTERS
AND NOW A Ill' II 14. 19...2.L-. In consideration orthe pcllllonon
the revem tide hereof. .atlsfactory proof hlvln, be-en prelented before me,
IT IS DECREED that thelnstrumenl(I) doted S l' 0 tern b ~ r I 7. 19 R 6
delcrlbed therein be admllled 10 probate and filed of record as the last wlll of _
G. LEONARD FOGELSONGER
and Letters or c R t II me n tar y
are hereby &rantedto NED R, FOGHSONGEH and
DAUPHIN DKPOSIT BANK and TRURT COMPANY
Co-Execut OrR
FEES
Probate, Letters, Elc, """'" L
Short Certlflcates(S ), , , . , , , , ,. S
1005,00
15.00
(IOHlIS'l' N. MYEHS
II nORSEl' (Sup, CI, I,D, No.) 18064
10000 Molly pitcher Highway
Rhlpppnohllrg, Ph 177,7
ADDRESS
(717) 532-9046
~HONE
Renunciation .............,.. S
X-Pages S 45.00
JCP 5,00
TOTAL - S 1 e76 60
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Letters &nd order given to attorney on 4-14-94.
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COMMONWEALTH OF peNNSYLVANIA. DEPARTMeNT OF HULTH' VITAL AECORDS
CERTIFICATE OF DEATH
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F, MUI1~lERT, if aha f1urvivaa me b~1 t:hirtll C30J
dOllS,
Ce] I give and bequeath the sum of FivB Thousand
Dol1C1rs [$S,OClO,OOJ to my sjstBr-in-Icl~, EDNA
FDG~LSDNGER, if she survives me by thirty C30J
dalls~
'CdJ I give and bequecth the Gum
Thousand Dollors [$30,000,00)
R I CHARD E, F'OGELSDNGER, if
thirty [30) days,
Ce) give and bequeath the sum of Ten Thousand
Dollars [$lO,OOO,OOJ to my nephew, JACK LEONARD
FDGELSONGER, if he survives me by thirty [30]
doys,
cn givs and bequeath the sum of Ten Thauscnd
Dollars C$10,OOO,OOJ to my nephew,
FDGELSDNGER, tf he survives me by
dOllS,
[gJ give and bequeath the sum af Five Thauuand
Dollars [$5,000,OOJ to my nephew, GEORGEBDINIS,
if he survives me by thirty [30J days,
[hJ give and bequeoth the sum of FivB Thousand
Dollars [$5,000,00) to my nephew, JOHN BDINIS, if
he survives me by thirty [30J ctay~,
[iJ give and bequeath the sum of Fivs Thousand
,Dollars [$5,000,00J ta my niece, SUSAN BDINIS, if
she survives me by thirty [30J doys,
af
Thirty
r.a my nephew,
he survives me by
THDt1AS E ,
thirty [30J
3
, "
fJJ I give and bequeath the s~m 6f Ten Thousund
Dollar:s [!fi10, 000,00 J to m~j, nephew, BERKLEY R"
FOGELSONGER, if he !'lurv i vas me by thi r: ty (30 J
days,
( ~ J /, give and bequea t.h the sum of Ten Thousand
Dollars ($lO,OOO,OOJ to my niece, SUSAN BROWNELL,
if she survives me hy t.hirty (30J days.
(IJ give and bequeth the sum of Ten Thousond
Dallurs ($10,OOO,()OJ to my nisDe, PATRICIA A,
RHODEN, if she survives me by tHirty (301 doys,
(mJ give and bequeath the SLim of Twenty-f i va
Thausond Dollars ($25,OOO,OOJ to my Trustee
hereinof"t:er named,' ta be held, IN TRUST
NEVERTHELESS, far the primary benefit of the
CHRIST UNITED 11ETHODIST CHURCH, '17-'19 East King
Street, Shippensburg, Pennsylvania, and adminis-
tered and diisposed of in uccordance with the
provisions of ITEM UII hereof,
(nJ I give and bequeath t.he sum of Five Thousand
Dol16rs ($5,OOO,OOJ to the MASONIC HOMES at Eliza-
bethtollln, Pennsylvanin, which ore owned and
operoted by the Grand Lodge of Free and Accepted
hasons of Pennsy 1 vania, Dne North Bruorl Streut,
Philadelphio, Pennsylvania, 1910'/, direct thrJt
this gift shall he added to ond form 0 port of the
Endowment Fund established by said Grand lodge for
the upkeep, maintenance and operation of t.he
Masonic Homes, ownud by it and under It.s control,
'i
lIll:I \Jll I give, devise and bequeath all the
esidue of m~ propert~, real, personal and mixed, nat
f in the preoeding portions af this Will, as follows:
[oJ I give one-half thereof to m~ sister,
PEGGY F. BOINIS, if she survives me b~ thirt~ [30J
da~l!I. If lShe doelS not survive me by thirtu (30J
da~lS, I give said shore to her issue, living at my
death, per stirpes,
[bJ I give one-half thereof to m~ nephew,
NED R. FOGELSONGER, if he survives me b~ thirty
[30J da~s. If he does not survive me b~ thirty
C30J doye, I give said shore to his issue living
at my death, per stirpe~, subject to the
prOVisions of ITEM VIII hereof,
[cJ I have not provided herein for my
sister, GRACE F. ALLISON, in as much 05 I hove
provided for hsr support, oare and maintenance
through the oharitable remainder trust created
August 5, 1886, Dauphin Deposit Bank end Trust
Company, Trustee thereof,
Cd] I hove not provided for my best friend,
MARIDN 2INN, in this m~ Lost Will and Testament in
os much os I hove provided for her through a
oharitable remainder trust doted August 5, 1886,
Deposit Deposit Bonk and Trust Compan~, Trustee
thereof,
l1EI:I \JIll All aseets ta be held b~ mu Trustee under ITEM
,11 for the primaru benefit of the CHRIST UNITED METHODIST
rest and
diepolSed
6
, "
,MURCH, Y7-Y8 East King Street, Shippensbury, Pennsylvania, ahal,l
13 held, administered and disposed of os,follows:
[0) I'ly Trustee shull hovs, hold" munl;lge,
Invest und reinvest the Same, collect the incom~
and, b8ginning at my death, distribute the nst
income, in qUQ['te['ly innstailments, t.o 8tmh
organizations ~escribBd in Sections 170[c) (2)
[b) , 501 C c) (3) a I1d 2055, [0 J (2) or [a J (3) of
the I nterna 1 Revenue COlie of 185'1, os amended, 01"
ootrsspancling provisions of subsequent federal
tax Imv, onci 111 SLlchpraprJI"t lOllS, os the then
individual Cnon-ool'fJOroteJ Trustee, in his, or her
sole discretion, sholl deem worthy, keeping in
mind my charitable and religious interest;
pI"ovided, that to tIle extent neoessal'y and/or
desirable in the opinion of the said individual
Trustee, the soid 'individual Trustee sholl oause
net inoome to be distributed to the Trust~es of
the CHRIST UNITED METHODIST CHURCH, '17-Y8 East
King Street, Shippensbury, Pennsylvunia, fof the
purpose of muil1tsnancEl, repair, replacement and
insuranbe of the Cnrillan, bells, harps, ~qulpment
and oJ1Jlur ~fJn[JncfJs 111l1ir;h lIlel'e dona ted to said
Church by me in t111~ nome of the G, R" FrJgelsanger
Family sa long as said Church is 0 charitable
organization dssscribsd in tha nbovs 8eotions,
7
(bJ Anuthing to the controru contained
here~n ,notwithstanding, mu Trustee sholl
distribute the net income for each taxable ueor at
such tima and in such manner os net to subject
th,ls trust to t.ux undar Section 'IS'l2, and my
Trustee shuil be prohibited from engaging in any
oct of self-deoiing COB defined In Seotion
YSYlrdJJ, From r'stnininl1 (lnl! excess business
holdings ens def illed in SecUon 'fS'13(cJJ I from
making Qny invBstment in such manner os to
subject this trust to tax under Section 'lSYY, and
from moking any taxable expenditures Cas defined
in Saction Y9YS(dJJ, The obove refBre~oBd
Seotions ,ora Sections of the Internal Revenue
Coda of 195'1, os amended,
lI~~ ~111: If my nephew" NED R, FOGELSDNGER, does not
survive me and if any of his issue who has not than 6ttoined the
ge of thirty (30J years is entitled to an outright distribution
nder this Will, I give such issue's shora as follows:
(a) If my naphaw, NED R, FOGELSDNGER, has
craoted 0 trust under his Lost Will and Testomant
for the banet' I t of such issue and euch trust Is
than in existence, I give such Issue's share to
the then Trustee of such trust to be added to the
principal of the trust and to he held,
administered and disposed of in accordanoe with
the tarms thereof.
8
(IJ) If no f1uch trufJL 15 tt1l'l11 in r1xiotmmr3, I
g I va such shonl to my Trusttm har!'!i nafler' nomnd,
,J N TRUS'f.NEVERTHELESS I to IJEI hel cl, mlmi nhltflrad
ond. dlsposml of as follllWS foe' LhlJ bpmlf'it of !.luoh
Issue:
(l) 11y Trustes ahal Ilnvs, hold, mono[/r~,
Invest ond rl'linv!'!st the oS8sLs of eoch, Truet,
oollect th!'! lncomB and, until thB benefioidry of
tlm TnlSt (the "Child"l, shall have all:ained the
a[/a of twonty-une (21l yearn, my Trustes shall
from time to Lima pay to or for the benAfit of the
Chilti' sunh omaunts of the llf-lt Inoome and
prinoipal' of' ths Child'!] Trllst. os, in the sale
dlaonJ!:ion of my Tr'lJStso, may 1m nFJcB!Jsary for the
Chilri 'g maint.enance, support, meclic;nl oncl nursing
oare and education, including oolls[jeand graduate
edunation, toklng into oon01dertion any other
mElOns rsodillJ ovai.lablEl ['ot" mmh pllrpose~I, At the
E1nd of llor:ll \jenr lHlY unB;~penrled i 11I~C1me shall IJe
odderl to the principnl of the Child's Trust,
12l After Llm Chi IrJ shill I helVS ntl:oi11l1d
tha age uf twenty-ann (21l ysora, my Truste8ahall
thel"fll1fUJr PIlY to the Child thA net income derived
from the Chi lei 'B Trust ll1 inntollmfJlltti of not 18[1S
frElquBnt:Jy I:han quort8rJ~J cmd such ClmalJnts Clf the
pr'lncipol, us In lIm 9010 r1iscnJl:Jnn of ony
" Tr"IHJt81~, ma!.) 118 nSClJ9Sar"y ror the Child '8
maintr-lI1onco, BUppor"I:, mmliool nnd ,nLH'8.lng 1.10l'e and
13dIJCOtJ.l1l1, .! nc:ll.ldil1{/ coll13Ufl rJnrl ,gnldLJote
eduontlon, I:aking Inl:l:! Cl1ll!J,lclm"ntiml Clnl! other
means r1mdi IlJ ovnllnhlel I'm' such puc'pl.19rw,
[3) 11' 01: thn Umn of [:118 C:C'801:inn of
the Ch.llr.!'s TC"l.l5t tho Child f.lhnll hOVEl LImn
uttoinBeI t.11I3 age !lot fDl'l:tl lwlnliJ lIr if t.he Child
shull tl18r"SllftElI' llt.taln that unlJ, mu TnmtelJ shull
ellBtl"iilllte olltr.lght t.l.l 1I1O ChUd tllEl fc'acJtional
puc'Uon or the thBn romrJining principal of the
,Child's Truftt SElt forth balow:
otlE ERACIlObJEll. SHARE
21 Yf~W:S Onn- t.IJntll
i~5 yoCH'!; One-hoH
3() UDCJ['fJ Balamm thel1 r'E1mn i Ili ng
n
, '
. "
'I
I
,\
,
(~J If 0 Child sholl die before final
distribution of the assets of the Child's Truet is
mode, the then remaining principal and any
undistributed income of the Child's Trust sholl be
distributed to the Child's issue then living, per
stirpee; or, if the Child hOB no issue then
living, to the issue then living, of m~ nephew,
NED R, FOGEL SONGER , per stirpesl provided,
how~ver, thot if anU such beneficiaru is then 0
beneficiaru of 0 Trust het:eunder, the share of
suoh beneficiary sholl be added to the principal
of such Trust as if on integral part thereof, to
be held, administere~ and disPosed of in
accordance with the terms thereof.
I,
,
I.
"
,
j
All references in this Will to mu "Executor"
sholl also refer to mu sU~cessor Executor, as the
oase maU be,
nEt! n:
No interest in income or principal of my
or anU trust created hereunder sholl be
SUbJect to
ttachment, levU or seizure bU any creditor, spcuse, assignee or
or receiver in bonkruptcu of onu beneficiaru of my
or of anU trust created hereunder prior
to
actual receipt thereof,
MU Executor or Trustee
pay over the net income and the principal to the
eneficiaries herein deSignated, os their interests may appear,
ithaut regard to any attempted antioipation (exoept as may be
peoificially prOvided hereinJ, pledging or assignment bU any
ithaut
of mu estate or af onu trust created hereunder and
regard to cnU claim thereta or
attempted
levy,
ttaohment, seiZure or other process against said beneficiar.y.
10
the
I
[d) To sell either at public or private Bole
and upon such te~ms and conditions os my Executor
or Trustee may deem advantageous to my estate or
trust, ony or all real or personal estate 01'
interest therein owned by my estate or trust
severally or in conjunction with other persons or
acquired after my death by my Executor Dr
T['ustee, [Jnd to consummate said Bule or Bules by
sufficient deeds or uther instruments to the
purchaser' 0[' purchasers, ClJnV~lY i ng a foe simple
title, free and cleor of all trust 11IlrJ without
obligation 0[' liability of the purchasor or
purchusers to se8 to thH applicatiun of the
purchase money or to make inquiry into the
validil:y af said sole or salesj 0150, to make,
execute, acknowledge und deliver any and all
deeds, assignments, cJp!:ians Dr ottler writings
which moy he necessary ar desirable in carrying
out any of the powers conffHTed upon my Exeuctor
or Trustee in this porDgraph or elsewhere in this
Will,
[eJ To mortgage real 8stote and to make
leases of real estate for any term,
[f) To borrow money from any
including my Executor or Trustee,
indebtedness of mine or of my estate or
expense,s of admi nistration, Death Taxds or
taxes,
pal'ty,
to pay
trust,
other
[gJ Tu pay all costs, Death Tuxs or other
Luxuu, uxpenses and charges in connection with
the administration of my estate or trust, and my
Executor sholl pay the expenses of my last illness
and funeral expenses,
[h) To vote any shares of stock which form 0
port of my estate or trust and to otherwise
exercise all the powers incident to the ownership
of such stock and to actively manage and operate
any unincorporated busim15s, including any Joint
ventures and partnerships, with all the rights and
powers of any ownsr thereof,
[i) In the discl"Eltion of my Executor 0['
Trustee to unite with other owners of similar
,property in carrying out any plans for the
reorganization of any corporation or company whose
sedurities from a part of my 8~tate or trust,
[J) ,To Dssign to amI halel in my estate ,or
trust an undivided portion of any asset,
12
','
JAUPH IN DEPUS IT !lANK AND TRUST f:mII'ANY, (I lmnk j ng coppera t ion
IIJl:h Jl:s J11-Jnr.Jpe.l nFFiCl~ Inr:nl:Eldln Hord~llllH'g, P13nnl3ylvonio, os
:xAcul:nr', All !'AFElrl'lnCflS In this Wil.l tn my "ExecuI:Dl'" sholl
Iou rBFer to my SUCCBssor Executor, os the nUge muy be,
LIEt:! X!.I: hm'Aby appoint my nspl'[~w, NED R, rOOLE50NGER,
Ind fJAUPH I N DEPOS IT BANK AND TRUST COI'IPANY, a bonk i I1g
.orperaUrm IIJJth its princJpal oFflos located in Ha!'risbIH'g,
lll1nSU I vnl1l11, 1l!J r:U-T('ll!JtSBs of rmu !:l'ust created hsrsundel',
nle!lS ClthAI'111,ls8 dB!llgnotsd 11sr81n hI! r'eF8rsnces to my
"indJviduol l'l'ufl!:fm", ull rBff~f'(lIlCe In thIs Will to mu "Trustes"
hall reI's!' to mu Co-TrusteeD.
LIEt:! X1./1: "IU Individunl TrustFle [ami GuardJan) and each of
is individuul succe~sor5, sholl hove the right frem time to time
designate his Dr her successor individual Trustee [and
JuordianJ by inHtrumsot in writing filed with the corporate
frustee, In thB event my individual Trustee fund GuordianJ Dr
ucce9SDr shell not eXArcise his or her right to dBslgnate 0
. uccesso!' , mu corprute Trustea [and GuardianJ shall serve alone
ncl shall I:hen hove nil power's uml perForm 011 acts heraJn given
nd assigned 1:0 my indlvlduol Trusl:ee [und GuardianJ, My nephelll,
En R, rOGELSON8ER, sholl hove the right 1:0 remove the corporate
rustee [and GuordionJ for ony reason and 1:0 oppoint 0 sucoessor
'orpnrute Tnlstee [uml DU[J['dionJ, In llCldJ t.ion , he sholl hove the
,lghl: to designul:e 0 succossor corporoto or i~dlvidual Executor
'0 sllec~leri him in tlubstll:ul:Lon I'm' tho carperotf.! EXBcutor
Jesignatod in ITEM XIU hereof,
1IEt:! X!.Ill: AnU []uonlirJll, E>:Acutnr or TrusteEl sholl qualify
ml sar'vo IJlHhtlUt thfl dutl! 01' oblJgnl:iull of F.1Jing [Jnl) bond 01'
I 'J
.
'.
.
-,. :
,
.
, ,
"
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF tu.n.~'it.L:\.uX\..L____
SS
, .
.. We, G, LEONARD FOGELSONGER,. j!t!,;j"!,J.l_-_l..L\I.!:..';(l..t-:"-..---._-_,
_;:"",.."ju.l___.l....,....I~Lr"'-___..__.._, and_tbh......iL.__I!L__t'J.l>..d..cL.-"L'.:.____, the
Testator and the witnesses respectivlly, whose nqmes are signed
to the foregoing instrument., l:Jeinn fit"sL duly Slllorn, do hFJreby
daclars tu the undersignFJd afficnr tht the Testator signed tho
instrument as his Lost Will and Testament and that he signed
valunt.arily and that. ea6h of t.he witnesses in Lho presence uf
the Testator at his n'lqlJest., and in the presence uf eaoh at.her,
signed the Will as witnesses and that to the best. of the
knuwledge of each witness, t.he Testator was at. that time oight.een
or mure years of age, nf sound mind and under na cunstraint or
undue influFJnce, 1
" _~ f,:i,Ji4~:r.t.,,~J,~~ :t~.t~'JJJb~:. _ ___..:
G, Lennard F el~nger U
I ,
~ r C " .. J (
--/..X.'", "........"'..:.:,~::J..--2..l.'-'-'-7.. -----------
Wi.7fess T 0; ~ '
)t1.cl:1iA.~.tJ.,6:-_ ~ -0..t..!---
,/ ~ir~S5 .
_U;J_R._~~~1 ~~~ea..4P-)!A1U.__ _ ,. __ __
Witness
On this I t.he _-I_rl::.~__ day of _5-!;o!L'-''''.l-''',C.__________, 1988,
befprs me, a notary public, the undefsigned officsr, personally
oppetll'ed G, LEONARD FDGELSONGER, h"dJ.,-,_'-__L_d..:f:!.i.'1__________,
...s;,"'Jl.c,,__"'-c.J{l..rl.s:.._________, and -101.<.,)....>"__../1 L_~~lL._<J.i'_!:.L______, knoton
to me tor satisfactorily proven) to be the persons whose names
are subscribed tu the within instrument, and ooknowledged that
they executed the, some for' I:h() purposes thllfF.lJ.n contained,
IN WITNESS WHEREOF, I hereunto set my hund and
official
sea 1 ,
_L~~kti.J{~~~-------,----
Not~;qjP~bl j c t
My Commisslon Expires
ILllAll!TH 1(, TAYLOR
1/1'''''IN'OUAO, OUMa co
Notlll Pub". hp l,all1
16
-.
(")(")
l'.~ ,~',' , ,,,:,u
Name of Dacadant: Q, LEONARD FOGELSONGER ' :' ~p . . ,. 1,1
','I
" '
C,Ot
Date of Death: April 1 0, 1994 ;.;,1
r',j
t',J
WillNo,~ ,
:i'I(' :'{I "
,/,":.
To the Register:
I certify that notice 01 benaliclallnterest required bv Rule 6,61a) of tha Orphans' Court Rulas
was served on or mailed to the following baneflclarlas 01 the above,captloned estate on ~:
Nm
.AlI!lmll
llAIll\
ijanover. PA ill.al
~LSONG.EBl.JlljODEN
10360 96th Street NQrth Seminole. Fl 3~
3.l!.6.1 B Coco ~um CI[cle Coconut Creek. Fl 33066'
63 Corona Drive Silver Spring, MJ) 20906,6886
unu~
JJlli.N...Y~S
112 Soutb Brook Lane BethesdlL..MO 20614
7670 Sollmar Circle Boca Raton, FL 3M~
2044 Welleslev Avenue St, paul...MN 66105
mNA fQG~
67 West Kino Street Shlooensburo. ~
1 olWsonoer Road SIJj~
S
~.rm.eR
___~j 1 Sherillfln Hills Curve Minneapolis. MN 55391
.leli!.!lilllter Avenue S~ooensburo, eA..Jl.~
~
1U.ast Burd Stfeet S~jpoensburg, ~
~~-u.. ~rff
eOM~r,\':t.\fu' HToF:rilt'1?,)'b~AN'A
HAR"19R~~h,*..e', be-oeD I
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
REV R 1600 Ell. (12,.881
i
C I ~
~ 0
CtC
K K
S
OECEDENT'S NAME (LAST, FIAnT, ANO MIOOL( INITIAl.)
Foga1songar G, Leonard
nOC!AL 9(CUAITVNUMOEfl
179.12.3535
X \, Original Rolurn
04,
IT1 e,
FILE NUMBER
21.1994-0347
CQUNTYCOOE
OECEOEm'S rOMflLETE ADDRESS
602 BIIltimore ROlld
Shippensburg, PA 17257
Cumberland
VEAR
NUMBER
o 4,t, Fuluro Inloro,t Comproml,o
(lor dalo' 01 doolh o<<or 12-12-82)
[K] 7, Oocodont Malnlalnod 0 Living Tru,'
(Alloeh a copy 01 Tru't)
3, Romolndor Rolurn
(for dolo. 01 doalh prior to 1~-13-B2)
Fodoral Estalo T{\J(
Rolurn Roqulrod
Total Numbor 01 Salo Oepo.lt Bo,o.
Umllod F.Rloto
Docodont Dlod To.tolo
(AUach copy 01 Will)
C P All. CORRESPONDENCE ANO CONFIOfNTIAL TAX INFORMATION SHOULD BE DIRECTI!O TO:
o 0 NAME
R N
~ g Alan B, Rhinehart
S N TELEPHONE NUMBER
- T 717 532:4131
" Rool Eololo (Schedulo A)
2, Stock. and Bond. (Sehedulo B)
3, CloBely Held Slock/Pa~norshlp Intoro.t (Schodulo C)
4, MMgago' snd Nolo. Roeolvablo (Schedulo D)
6, Ce,h, Sank Doposll' & MI.collanoous Porsonal Proporty
(Schodulo E)
e, Jolnlly Ownod Proporty (Schodulo F)
7, Translers (Schodulo 0) (Schedulo L)
e, Totel Oro., AssOI. (loI81I1no. 1-7)
i, Funorel E'ponsos, Admlnl'lrallvo Coot" MI.collenoous
E'ponso. (Schodule H)
10, Dobts, Mo~gago Llablllllos, Lion, (Schodule I)
", ToteJ Deducllons (Iotalllno. 9 & 10)
12, NOI Valuo 01 E.lalo (II no 8 mlnu. IIno 11)
13, Charlleble and Oovornmontol Boquo.t. (Schodulo J)
14, Nol Velu~ Sub ocllo Ta, IIno 12 mlnun II no 13)
16, Amount olllno 14 lRJ<oblo 01 8% rolo
(Includo voluo, Irom Schodulo K or Schodule M,)
le, Amounl 01 line 141{\J(oblo 0115% rolo
(Includo valuo, from Schodulo K or Schoduls M,)
17, Prlnclpaltox duo (Add tox from IIno 15 ond Irom 111,0 18,)
Ie, Credit. Prior paymonl. DI.count
]00,000,00 . 15,789,47
\i, II IIno'18 I. groalor Ihen linn 17, onlor Iho dlfforonco on IIno 19, Thl. I. Iho OVERPAYMENT,
~ 0 ICh.ck hlr." you ar. requI.t1ng a ralund o'your OVlrpaymlntl
20, If IIno 171s groelor thon IIno 18, onlor tho diNoronco on IIno 20, Thl. I. tho TAX DUE,
A, Enlor Iho Inloro,1 on tho bsl.nco duo on IIno 20A.
S, Enlor Iho tol.1 olllno 20 .nd 2M on II no 20B, Thl. 10 tho BALANCE DUE,
Makl Check PI abl. to: Re ,.tor ct Will. A Int
~ ~ BE SURE TO ANSWER All. QUESTIONS ON PAGE 2 AND TO RECHECK MATlI .. ..
Under pln,llIlI 0' P"llJ'V, I llICI,'1 lhll I IIIVI ...mlned 1hl' tllurn,lncludtng actomp.nYlng IChldu'" and It.llmlnl., and 10 Iht bUI 01 my knowltdgl.nd blll,l, IIIIHuI,
,o,,,cl,nd complt'l. I d,elartlh.tlll ,..I..t.IlI hlJ bun repontd IlllUI mark,t vatu.. 0lCl4l1110n JI pnpUtralll", lhln lh. pI'lon.lflp,..,nl.lI,'o'.11 bUld 011,1111110,,""1011 01
wnlch PllP'''' h.. ..ny I{noWlldgl.
R
E
C
A
P
I
T
U
!
N
~
c
o
M
C
I
T
o
N
[K] 6,
1 8,
COMPl.ETE MAILINa ADDRESS
Dauphin Deposit Bank and Trust Company
35-39 East KinG Street
Shi onsburg, PA 17257
369,600,00
371,762,66
None
None
1,597,545,06
(1)
(2)
(3)
(4)
(6)
(e)
(7)
Nene
None
(e)
(tl)
(12)
(13)
(14)
x ,08'
(18)
2 , 130 , 940,98 X ,15.
(17)
(18)
(Ii)
(20)
(20A)
(20B)
.IL'NO AEJU!j.N ~DDRE'.'" ,~. v ..,.-:; 1.0( F'-,.......
!tf1'I'{-{)I"_r~/~r ....,0" vrf't'?v-
.................................................................
~.s:,~?__~'!~,t, .~~!'Jl. ~,t.r:~~.t.,.........,...,..........
Shippensburg, PA 17257
ADORESS
~!'.'-!e\l,i.ll. ~!,p.~~ .i.~. ~!'.ll~. !',ll<!. :r.r:':'~ .t. ,~~!'!P.'!!lY.... _.
~.s:,~? .~E)~.t. .~~!'J\. ~.t:.r:E)~.t,.,........,.,._,.........
Shippensburg, PA 17257
(8)
147,290,93
Cnpyllghl 101m IUItWI'1I 0111'1' C~nlo' fill" !lol1w"'l
(10)
15,675,81
(16)
0,00
Inlors.t
0,00
2,338,907,72
162,966,74
2,175,940,98
45,000,00
2,130,940,98
0,00
319,641,15
319,641.15
315,789,47
0,00
3,851.61\
0,00
3,851.68
DATE
/-'- ~fr
DATE
Form 1600 IlllQO)
"IV. 110' IK + t....)
COM~l~~WsWWli'ANIA
ESTATE P
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
0, Leonard Fogelsonger
SS# 179.12.3535
04/10/1994
All
oln -own.d wtth RI hI of Survlvor.h mUll b. dl.ololed on Sch.dul.
ITEM
NUMBER
DESCRIP'f10N
"
, ,
'-"
'I
,"
. ,',
.';
,
<-,
1\.
.,j,
I,
,
I
" 1\
I'
..
,
,
,
1_.
,I;
;,
,
p,
;,
I'
,.'
:"1'
'"
"
" I' ,
1,1, "
I" ,
oJ' I
;i;' I'
'" "
" ji I',
" ,.
"
TOTAL (Also enter on IIno 4, Reoapl1ulaUonj
(II more spaco i.'needed, Inssll additional sheeta ol.ame size,)
'copyrh;ht lotm IQftWI'. onty Clnt.r PIICI SoHw.tI
I,
PILl! NUMBER
21.1994.0347
VALUE AT DATE
OP DEATH
,
,
".
"
I'
/,'
,',
"
I
'"
,I
,
I'
"
"
.
0,00
'oom lBOO t1ll0)
REV - laon!. (3-181
cOMmmlrti'l4\,<1ftJ.W~/hYANIA
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATe OF
G, Leonard Fo~e1son~er SS# 179-12-3535 04/10 1994
Joint tlnlnt{a):
NAME
AODRESS
A.
B.
c,
JoIntly-owned propertvl
FILE NUMBER
21-1994-0347
RElATIONSHIP TO DECEDENT
ITeM LETTl!R DATe TOTAL VALUE DECD'S DOLLAR VALUE OF
FOR MADE DESCRIPTION OF PROPERTY
NUMBER JOINT OF ASSeT "INT, ~ECEoeNT INTt!REsr
TeNANT JOINT ,
,
, ,
,
"
,
,
TOTAL (Also entor on line 6, Rocspltulation) 0,00
(II more epace Ie needed, Insen addlllonal sheels of ..me Ilze,)
Copyright form .oftWIr' olllV C,nl., PIICI Softw.,.
For. 1800 t'''OI
AIY- tllOEx+ 11-171
COM~N'lAl~~{\~W~JIlYANrA
II!STATl! OF
SCHEDULE G
TRANRFER9
PI.IIG Print or T .
FILl! NUMBER
21-1994-0347
G, Leonard FOllelsonp;er SSII 179.12.3535 04/10/1994__
THIB SCHEDULE MUST BII! COMPLl!Tl!D AND FILl!D IF THE ANSWER TO ANV OF THE QUeSTIONS ON PAOE a IS YES,
-
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER II~~?I~ ~: l~.t ~...~!! ~ ~~~.~~ !:f~' i.t.h..'~~., OF ASSET %INT, DECEDENT INTEREST
'1'1 I to c t ofl nl,
1 Irrevocable Charitable Remainde
Unitrust 'dated August 5, 1986
Between G, Leonard Fogelsonger,
Settlor and Dauphin Deposit
Bank and Trust Company, Trustee
F/B/O Grace F, Allison
2 Irrevocable Chari tablE. Remainde
Unitrust dated August 5, 1986
Between G, Leonard Fogelsonger,
.
Settlor and Dauphin Deposit
Bank and Trust Company, Trustee
F /B/O Marion F, Zinn
,
,
,
,
,
,
" ,
,
,
, , ,
,
,
,
TOTAL IAlso entsr on linG 7, R80loltulatlonl 0,00
(II more spscs Is needed, Insert additional shasl' 01 same slzs,)
COPVtlghllatm 'OftW"1 only Cln.., Pilei SoHwa,.
Form lSDO 118001
ITEM
#P
CONTINUATION SCHEDULE
Oontinuation of Schedule H.G
DESORIPTION
17 United of Pennsylvania
Telephone Expense
18
Warner Cable Communication
Inc, . Cable Service
20 Ferest N, Hyers. Reimbursement for
Advertising letters, deeds, H~3eellane~us
,
,
,"
19
Wast~ Management of Oentral
PA . Utility Expense
21
,
Register of Wills, C~berland Oounty
Reserve for filing fee
"i
, '
I
"
"
lI'j"
,
"
, "i "
I',
"
,
"
"
,:'
ii"
\,
..'
" t.P
"
"
" , \'
"
1'1'
\,
, '
, ,
"
,.j'
"
"
"
"
",
"
t'"
,
"
I',.
':
,
H'
",',
, ,
" '
!'
'i,
",
,,'
, .,
..'
, ..
'r"
\'1'
".,
'"
AMOUNT
99,06
" 73.35
,
"
40,,35 ",
"
, :1
166.21
"
';, ~
500,00
......... r....'
4,987:51
, "
,
",
"
"
"
..
,
I",
"
,
,
,\1
00,
"
,
"
"
"
,'I".,
"
,',f'
" I'
I'
, ,
,
Estate of: G. Leonard Fogelsonger SS# 179.12.3535 04/10/1994
CONTINUATION SCHEDULE
Continuation of Schedule I
ITEM
/I
DESCRIPTION
AMOUNT
13 PA U,C, Fund. 1994 1st 295,75
Quarter Unemployment
CompllOsaHon ,
14 Paul OCKer . Snow Removal 295,00
.
15 Pennsylvania Electric Co, . ,89.94
Utili ty Expense
16 Paul OCKer . Lawn Care 1,195,74
,Expense
17 Robet't T, Hanry Pharmacy . 371.41
Balance due for Prescription
drugs for Ned Fogelsonger as
per Agreement with Leonard
Fogelsonger
18 Robert T, Henry Pharmacy 10.39
Balance due for Prescription
drugs for Leonard Fogelsonger
19 Shippensburg E,I,T, Bureau 206.01
1994 1st Quarter Local
Earned Income Tax
20 United of Pennsylvania 51.10
Telephone Expense
21 Valley Medical Group 22,19
Physician Service ,Expense
........ ..................
2,537.53
,..
Estate of : G, Leonard Fogelsonger SSII 179 -12.3535 04/10/1994
CONTINUATION SCHEDUl.E
Continuation of Schedule J
ITEM
II,
DESCRIPTION
AMOUNT
6 Berkley G, Foge1songer S,S.# 205.38-7442 Naphew $10,000
2411 Sheridan Hille Curve Cash Bequest
Wayzata, MN 55391
7 Susan Brownell S,S,# 196-38-3365 Niece $10,000
3961B Cocoplum Circle Cash Bequest
Coconut Creek, FL 33063
8 Patricia A, Rhoden S,S,# 197-40-9196 Niece $10,000
10360 98th Street North Cash Bequest
Seminole, FL 34643
9 Edna Foge1songer S,S,# 162-07-7315 Sister. in. $5,000
c/o Orrstown Bank Trust law Cash Bequest
Dept,
P,O, Box 250
Shippensburg, PA 17257
10 Richard E, Foge1songer 5,S,# 163-44-0260 ' Nephew $30,000
111 Foge1sanger Road Cash Bequest
Shippensburg, PA 17257
11 Jack Leonard Fogelsonger S,S,# 180-38-7946 Nephew $10,000
14537 Carona Drive Cash Bequest
Silver Springs, MD 20905
12 Thomas E, Fogelsonger S.S,# 174-50-4089 Nephew $10,000
2537 Evergreen Drive Cash Bequest
Indiana, PA 15701
13 John G, Boinis S,S,# 219-66-9694 Nephew $5,000
7670 Solimar Circle Cash Bequest
Boca,Baton, FL 33433
14 Susan Boinis S,S,# 218.66-9499 Niece $5,000
2044 Wellesley Avenue Cash Beques t
St, Paul, MN 55105-1620
15 Audrey M, Foge1songer Sister'. in- Predeceased
, law 01/26/87
\.
I
ill
C t C
K K
S
REVw 1500 EX + 112-U)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
FilE NUMBER
cOM~rm~fH~lodl,f.t1,.'I!\l'b~ANIA
o !.l'"''
~lAARI!le a, PA 1712&,,0601
21.1994.0347
DECEDENT'S NAME (LAST, rlA~T, AND MIDDLE INITIAl.)
Foge1songer G, Leonard
COUNTY coor
DECEDENT'S COMPLETE ADDRESS
602 Baltimore Road
Shippt1nsburg, PA 17257
SOCIAL Sf-:URITY NUMBER
179.12.3535
X 1, Ollglnol Relurn
Cumberland
VEAR
NUMBER
[K] 5,
3, Romolnder Return
(lor delo. 01 death prior 10 12-13-62)
Foderol Eotale Tax
Relurn Required
Tolol Nr,mbor 01 Solo Deposit Boxe.
Dauphin Deposit Bank and
35.39 East Ki~treet
ShJ.ppensburg, ~ro 17~7
(1) 369 , 601)r. 00
(2) 371,769., 66 ~
(3) Npne :z:
(4) None
(5) 1,597 , 54~ J06
,; {,
~~~
~tm
TF.LEPHONE NUMBER
717 532:4131
1, Rool E.tote (Schodulo A)
2, Slack. ond Bonds (Schedulo B)
3, Closoly Hold Slock/Po~nor.hlp Inlolosl (Schodule C)
4, Mo~goge. ond Noles Recolvoble (Schedule D)
5, Cosh, Bonk Depo.lls & Mlscolloneous Porsonol Proporty
(Schodule E)
8, Jointly Ownod Proporty (Schedule F)
7, Tron.for. (Schedulo G) (Schedulo L)
8, Totol Gro.. As.ets (Iotolllnes 1-7)
9, Funorol Expenso., Admlnlstrotlve Cosls, MI.celloneous
Expense. (Schedule H)
10, Debl., Mo~goge LiAbilities, Lien. (Schedule I)
11, Totol Deduction. (Iotolllno. 9 & 10)
12, Not Volue 01 Estalo (line 6 mlnu.llne 11)
13, Cho,lIoble ond Governmentol Boquesls (Schodulo J)
14, Not Voluo Subloclto Tax (II no 12 minus line 13)
15, Amount of line 14taxoblo at 6% role
(Includo volues from Schodule K or Schedulo M,)
18, Amount 01 line 14toxoblo ot15% rele
(Includo values from Schedule K or Schedulo M,)
17, Pllnclpol,tax due (Add lax Irom line 15 and from line 16,)
18, Credlls Prior Payment. DI.counl
300,000,00 + 15,789,47
19, If IIno'18 I. graoler than line 17, onlorthe dlfferonco on line 19. Thl.I.lho OVERPAYMENT,
~ 0 ICheek here" veu Ire roquIIUng a refUnd 01 your everpaymentl
20, If line 171. groolol thon line 18, enler Iho dlfferonce on line 20. Thl.l. tho TAX DUE,
A, Enlor tho IntoTO,1 on tho bolonco duo on line 20A,
B, Enler the 10101 of IIno 20 ond 20A on line 20B, This Is the BALANCE DUE,
Mike Check Pe oble te: Reglater 01 Willa, Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 ANO TO RECHECK MATH . .
o 4,
[]] e,
041,
[]7,
L1mllod EslOlu
FUluro Inloro.l Compromlso
(for dalos of doalh oNor 12.12-82)
Decodont Molntalnod 0 Living Trust
(Anach 0 copy of Trust)
Docndont Died Te.loto
(Anach copy of Will)
1 8,
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
o 0
R N
R 0
E E
S ~
NAME
Alan B, Rhinehart
COMPLETE MAILING ADDRESS
R
E
C
A
P
I
T
U
l
A
b
N
(6)
(7)
(9)
147,290,93
(10)
15,675,81
(15)
0,00
~
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-0
W
,l,:,
-.J
(8)
(11)
(12)
(13)
(14)
)( .08::11
(18)
2, 13ih940, 98 X ,15.
C
o
M
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A
b
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Inlerest
0,00
Und.r p.nalllll of p"lury, I dlel",. tt11l1 h...... u,mlned thltr.\ur",lncludlng IccomplnYlngschlduln .nd '1Il,m,nll, and 10 Ihe bulol myltnowltdoUnd blllll, 1lllttUe,
co'''c\and compl.tll. I diCit"IlIal all ,..1 ,,1111 has bun r.paned lit !rUt ml,k'lv'!UI. alclar.llon 01 Pl'p,r.r other thin th, perlonIIFlllru.ntatlv.lt b..,d on .lIlnfo/mlllan 01
whlchpr.partrhUanyknowr,dOI.
- ~lm.E F~ RETURN ADDRESS - . {;f,
..... ' ,(}JJ'f. f-!!(~j:,~:~!&.I:__":'!(~. ~ .t!.., :'.:'::"::............
~ ?..)~. .~~~.t, .15~!1J\. ~.t.t:~~.t......,...... .............
Shippensburg, PA 17257
. OF PREPARER OTHER H1AN FlEPAE5ENTATIVI: ADDRESS
P~~e~~~.p~y.~~~~.~~~~.~~~.~t:~~~.q9~Y.~~l.....
~.5...~~. ,~~~.t. .15~!1J\. ~.t.t:~~.t,....,......."....,......
Shippensburr" PA 17257
Copyrlghllorm .0IlwI', only ClInler Plec. Dollware
\
(17)
(18)
(19)
(20)
(20A)
(208)
Trust Company
:0
:Om
III ~ J
WI 0
; ';)
,
.1..
~: ,,:
cn~O
~
2,338,907,72.
162 , 966,74
2,175,940,98
45,000,00
2 , 130 , 91,0,98
0,00
319,641.15
319 , 641.15
315,789,47
0,00
3,851.68_
0,00
3,851.68
DATE
I-/. -fr
DATE
Form 1600 (1liliO)
RIV'1I01 RR. (11-111
, SCHEDULE A
REAL ESTATE
COM~lrtm4\WrWN'AN~A
, I!STATl! OP PiLe NUMBeR
0, ,Leonard Foge1songer SS~ 179.12.3535 04/10/1994 21.1994.0347
(Proptrtv Jolntly.ownld wtlh RighI of Survlvorahlp mUll be dlaoloald on Sohldull F) All r..' ..talllhould be reportld allalr mlrkll value
Wl1loh la dlftnld aathe prioe al Wl1loh pl'oplrtv would be uohangld belwlen a willing buyer and I willing aeller, neither being oompellld 10
b or Mil both hlvln ""lOnlllle knowl 01 the ralevlnllaall, '
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
Of DEATH
183,000,00
One Story' Brick Rancher
Located on 22 Acres,602
Baltimore Road, Southampton
& Shippensburg Township,
Cumberland County, fA
2
Three Story Commercial &
Apartment Building, 64.66
East ~ing Street,
Shippensburg Boro"
Cwnber1and County, fA
186,600.00
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TOTAL Also enter on line 1 Real ltula~on
(II more spsce Is needed, Insen addltlonel sheela 01 eame size,)
Copyrlghl 101m loft,WI'. only Cent.rPIICI Sohwa,.
.
369 600.00
Porm 1100 (1110)
.',
. Estate of: G, Leonard Fogelsonger SSI# 179-12-3535 04/10/1994'
, CONTINUATION, SCHEDULE
Continuation of S\lhedule E
ITEM
,1#
DESCRIPTION
16 Personal Property
17 Remington 700BDL 7MM Rem Mag
with Waver K-6 Scope and
Redfield Hounts
.
18 ,Shippensburg Heals on Wheels
. Refund
19 U,S, Treasury - Social
Security Benefits for Harch
20 1947 Willys Jeep Truck
21 Winchester Model 12 Shotgun
16GA Serial 1#563162 Plain
, Barrel Full Choke
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. VALUE AT DATE
OF DEATH
4,921 ;.00
250.00.
,. .
I 48,00
1,1'27.00
" 150.00
275,00
,
..............
,.'
, 6,77l.00
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Estat, of: 0, Leonard Fogolsonger SS~ 179.12-3535 04/10/1994
CONTINUATION SCHEDULE
Continuation of Schedule H-C
ITEM
~ '
, DESCRIPTION
AMOUNT
5 E, Jane Ocker Salary 900.63
Expense
6 E, Jane Ocker - Salary 900,63
Expens~
7 Cumberland Franklin Joint 56,08
Municipal Authority , ,
Utility Expense
8 Forest N, Myers 1,025,00
Reimbursornent for Fil1ng of
Will
"
9 Gordoll Rockwell - 80,00
aroundskeeping at Cometery "
Lot
10 PA Depsrtment of Revenue "1I 166,80
1994 2nd Quarter Withholding
Taxes
11 PA Depertment of Revenue . 71,62'
1994 2nd Quarter Withholding
Taxes
12 PA U,C, Fund - 1994 2nd 35,37
Quarter Unemployment "
Compensation
13 Pennsylvenia E1sctric Co, 64,84
Util1ty Expense
14 Paul Ocker - Lawn Care 343,35
Expense
is Shippensburg ITT Bureau 85,16
1994 2nd Quarter Local
Earned Income Tax
16 South Penn aas Co, . U"il1ty 379,06
Expense i
Estate of: G, Leonard Fogelsonger SS# 179-12-3535 04/10/1994
CONTINUATION SCHEDULE
Continuation of Schedule J
ITEM
#
DESCRIPTION
AMOUNT
6 Berkley G, Fogelsonger S,S,# 205-38-7442 Nephew $10,000
2411 Sheridan Hills Curve Cash Bequest
Wayzata, MN 55391
7 Susan Brownell S,S,# 196-38-3365 Niece $10,000
3961B Cocoplum Circle Cash Bequest
Coconut Creek, FL 33063
8 Patricia A, Rhoden S.S,# 197 -40-9196 Niuce $10,000
10360 98th Street North Cash Bequest
Seminole, FL 34643
9 Edna Foge1songer S,S,# 162 -07 - 7315 Sister-in. $ 5 , 000
c/o Orrstown Bank Trust law Cash Bequest
Dept,
P,O, Box 250
Shippensburg, PA 17257
10 Richard E, Fogelsonger S,S,# 163-44-0260 Nephew $30,000
111 Foge1sanger Road Cash Bequest
Shippensburg, PA 17257
11 Jack Leonard Fogelsonger S,S,# 180-38-7946 Nephew $10,000
14537 Carona Drive Cash Bequest
Silver Springs, MD 20905
12 Thomas E, Fogelsunger S,S,# 174-50-4089 Nephew $10,000
2537 Evergreen Drive Cash Bequest
Indiana, PA 15701
13 John G, Boinis S,S,# 218-66.9694 Nephew $5,000
7670 Solimar Circle Cash Bequest
Boca Baton, FL 33433
14 Susan Boinis 5,5,# 218.66-9499 Niece $5,000
2044 Wellesley Avenue Cash Bequest
St, Paul, MN 55105.1620
15 Audrey M, FogelRonger Sister-in- ProdeceaRed
law 01/26/87
, '~6_LUA-
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INVENTORY
In Re: 'E~tateof G, LEONARD FOGELSONGER, late of Cumberland
County, Pennsylvania
COMMONWEALTH of PENNSVLVANIA
COUNTY of CUMBERLAND
, : SS
I verify that the statements made In this Invantory ara true end correct, I understand that false
statements herein ara made subject to the peneltles of 18 PA C,S, ~ 4904 relating to unsworn falsifications to
'authorities,
Deted: JANUARY.,!., 1995
, 4~,- /~ /J;~<,~/~
Alan 8, Rhinehart,
on behalf of DAUPHIN DEPOSIT
, BANK and TRUST COMPA~Y
---.. ,
"Co.Executors"
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II-I ,,xu!." J c,~
REV-1547 EX AFP (12-95~1 I
~~~:~~~!~\l~fO:E~;~~:YlYAHU ~ NOTICE Of INHERITANCE TAM 1 ACN 101
!''''f!U ur 'HO'Y'OUIl TA'ES APPRAISEMENT, ALLOWANCE OR DiSALLOWANCE
}~~~iS:~~iA ~~a~~~_--==-=~ OF O~~~C~ONS ANa .:.ESSH~~~ OF. T~~ !~:~03.18~~==
dTAT! 0 ru"mnFllltK " FILE NO. '1 94-0!
DAT! OF DEATH 04-10-94 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO VDUR ACCOUNT, SUBMIT TNE UPPER PORTION OF TNIS FORM WITH YOUR TAM
PAVMENT TO TBE REalSTER OF WILLS, HAKE CHECK PAVABlE TO "REOISTER OF WILLS, AaENT"
REMIT PAYMENT TOI
~__ __Anount R.nStt~d ~
CUT ALONG nus LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
il BV: iS4j - E if. Ai=ii - r i if: 95 Y. NoT" fer -oF - i"Nil Eiif f A NO E. YA'X. iiP' pilAf ii EioiiNr;. A r. l"owAifc E. cili - -. - -. - - - - - - - -..-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
E9TATE OF FOGEL SONGER G L FILE NO. 21 94-0347 ACN 101 DAT! 03-18-96
TAM RETURN WAS, t I ACCEPTED AS FILED ( XI CHANaED SEE All ACHED NOTICE
RESERVATION CONC~RNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1, R..l E.t.t. (Soh.dul. AJ
2, stook. .nd Bond. tSoh.dul. BJ
5, Clo..ly H.ld Stook/P.rtn.r.hip Int.r..t (Soh.dul. CI
4, Hortg.g.o/Not.. R.o.i..bl. (Soh.dul. OJ
5, C..h/B.nk D.po.St./Mi.o, P.r.on.l Prop.rty tSoh.dull E)
. 6, Jointly Own.d Proplrty t Sohldull F I
7, Trln.f.r. (Sohldull G)
a, Totll A...t.
If an ....eem.nt w.. i..ued previou.ly, linee 14, 15 and/or 1&, 17 .nd 18 will
r.flect figuree that includ. the total of Ab1 returne aeee..ed to dete.
ASSESSMENT OF TAXI
15, Anount of Lin. 14 .t Spou..l rltl
16, Anount of Lin. 14 tl.lbl. .t LinIII/Cll.. A rltl
17, Anount of Llnl 14 tl.lbll It Colllt.r.l/Cll.. Brit.
18, PrSncSpIl TI. OUI
TAX CREDIT91
PAVMENT
DATE
06-30-94
01-10-95
ALAN B RHINEHART
DAUPHIN DEPOSIT BK 8 TR
35 39 EKING ST
SHIPPENSBURG PA 17257
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.rll EXPln.../Adn. COlts/Hi,c. Expln... (Schedule Hl
10, Dlbt./Hortglg. Lllbilltil./Ll.n. tSohldull II
11, Totol D.duotlon.
12, N.t V.lul of T.. R.turn
IS, ChlrSt.bl./OoYlrn..ntll B'ou..t. tSohldul. J)
14, Nit VIlu. of Elt.t. Subj.ot to TI.
NOTEI
RECEIPT
NUMBER
MM886249
AA022694
DISCOUNT ('1
INTEREST (-I
15,789,47
,00
INTEREST IS CHARGED FROM 01-11-95 TO 03-26-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
III
(21
(51
t41_
151
161
171
369.600,09
371.762,66
.00.
.00
1,597 . ~45 , 06
.00
264.187,61
(81
2,603,095,33
t91
1101
1(,7,290,93
I 5 , 6 7 L.Jl.l..
(Ill
(12)
IlSI
(14)
l1t',Q;;It 74
2,440,128,59
252,647,78
2,187,480,81
1151 ' 00 M' 0 O.
1161 ,00M,06.
1171-2..J!?,480,81 M ,15.
118)
,00
,00
328,127.,13
328,122,13
AHOUNT PAID
300,000,00
3,851,68
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
319.641,15
8,480,98
923,81
9,404,79
IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCRl, VOU MAV BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, 1
I
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RESERVATION I E,.,t'l of dlcldant. dvlng on or blfor. Dle,lb,r 12, 1.12 -- If tny future Int.r... In thl ..tl't I, tr.nl'trred
In pOII.ulon or tnJoVHnt to eh.. . (coUat"ll) b.ntHcllr I'. of th. dlCldlnt tU"f the .xplraUon of .ny ..tet. for
llf. or far v..r., the CO.-Gnw.,lth her.bv IKpr...lv r...rv.. thl rlant to appral.1 and ...... tranlf,r Inhtrltanc. Tlw..
at the llWful C1... . (oolll',ral) r.t. on tny lueh future Int.r....
PUlPost OF
NOTICE.
PAV!1EHT.
REFUHO (CRlI
OSJECTlOHS'
AIlfIIH
ISTRATlVE
CORRECTlOHS.
OISCOUHT I
SHTERElT.
To fulfill the requlrluntl of S.etlon 21110 of the Inh.rltlnc. and Ett.t. rllC Aot, Aat Z2 of 1991. 72 P,S.
Sootton 21"0. '
D,tleh the top portion of thl, Hotlc. and tub.lt wlth your ply..nt to the A.glltar of Willi printed on the rlv.r.. IldI.
--H... chock cr oono. ordor p..obl. to. REOISTER OF MILLS, AOENT
All pIV.."t. r.celved .hlll flr.t bt tppUtd to tny Int.r..t which lIy bl du. with .nv ,...Indtr applied to thl tile.
A refund 0' . tlM crldlt, which WI' not r,quetted ~n thl TIM Rtturn, .Iy bt rlqueltld bv oOlplttlng In "Applloatlon
for R.fund of Ptnn.ylvlnl, Inherltlncl and E.tatt TaM" (REV~lS15), Appllcltlon. Ir. Iv.l1lhlt .t thl OffiCI
of thl Algl,t,r of Willi, any of tho 23 R,VlnUI Dlltrlct Plfle.., or by cllllng thl 'Plel,t 24-hour
anlwlrlng ..rvlel nu.blr. for for.. orderlngl In Plnn,vlvanla 1-8UQ-36Z-Z0S0, outtld. Ptnn.vlvlnlt ,nd
within 10011 Harrisburg .r.. (711) 187.8094, TOOl (117) 772-2252 (Hlarlng llpelr'd OnlY),
Any perty In Int.r..t not ..tl.".d with thl .ppr.I....nt, allowanc. or dl..l1owencl of deduction., or .......ent
of t.x (lnoludlng dhcaunt or intu..U II .hown on thl. Notlo. .u.t objtot Mithln .lxty (6D) dlY' of r.celpt of
thll Notlc. bYI '
'-Mrltttn prot..t to the PA Dtput..nt of Rly.nu.., Board of ApPllh, D.pt. 281021, Har-rJtburg, P.
"Il.otlon to hlVI the .attlr d.tyr.ln.d at audit of thl account of thl p.r.on.1 r.pr"lntttIY"
..,pp'll to the Orph.n,l Court.
17121',1021,
OR
OR
F.ctual .rror. dl.coy.rld on thl. ........nt .hould b. .ddr....d In writing tOI PA ~p.rt..nt of A'V'nut,
lur..u of Indlyldual Tftx.., ATTHI Po.t A.......nt R.vl.w Unit, D.pt. 180601, H.rrl.burg, PA 17128.0601
Phone (711) 767-6fi05. S.. pig. S of the book lit "In.truotlon. for tnhlrlt~t Tax ~Itur" for I Aw.Jdlnt
Dlcldent" (REV-1SOI) for an .xpllOltlon of ad.lnl.trltlvaly corrlctlblt Irror..
II any \Ix due Jt paid within thrll IS) lilllndar 'onth. .fter thl d.ctdtntl. death, . flv. plrolnt (5:0 dlaoount of
thl tax plld I. Illowed.
Int.r..t It charg.d btglMlng with flrlt day of d.llnqulnoy, or nlnl (91 .onthl Ind on. (\) day frol the d.t. of
death, to the date of ply.ent. Tlxe. which blca.. delinquent blfore Jlnulry I, 1912 b.nr Int.r'lt It the rlta of
.Ix (6~1 p.rolnt p"r InnUl clloulatld at a dillY retl of .000164. All taxI' which blee.. dellnqulnt O~ and ,ft,r
J.nu.ry 1, 1962 will b.lr int.re.t .t a rlt. whiCh will y.ry f,ol elllndar y.,r to cal.ndar yaar with thlt rat.
.nnounc.d by the PA OIPlrt.,nt of Alv.nut. Th. .ppllcablt Intlrl.t r.t.. for 1962 through 1996 ar'l
'!!!r Int,r..t Aatt Oalh Intar..t factnr :!!!r Inttr..t Rat. Oally Int.r..t Fletor
1912 20~ ,OOOS41 1917 9X ,000247
19as I'~ ,000411 191H991 III ,DDO!OI
1914 11~ ,000SOI 199! 9~ ,000247
1915 m ,oon~' 1995'1994 IX ,000192
\916 10~ ,000274 1991-199' 9X ,000247
-.lntlrtlt I. calculatld al followll
INTEREST a BALANCE OF TAX UNPAID X NU"BER OF DAYS OELINQUENT X OAILY INTEREST FACTOR
a.Any Hotlc. JI.uad aft.r thl tlX blco.t. dlllnqutnt will rlfltet an Jnttrt.t calculation to flft,.n (11) d.y,
blyond thl dlte of the a.......nt, If ply,.nt I. .,dl .fter tht Intlrl.t co.put.tlon dtt. .ho~ on thl
Notlct, .ddltlonal Inter..t MI.t bt cBlculattd.
\
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PROBATB
:aItIII
,f\ REV.Ul0EXtS.~1
'\'
INHERITANCE TAX
EXPLANATION
OF CHANGES
, '
COMI.40HWEALT OF PEtltlS'l'LVANI"
DEPAR1MEtH of REVENUE
BUIUAU OP INDIVIDUAL tAXBI
DEPT 2&0&01
2194.0347
101
,0
~
G, L. Fogelsonger
ACN
SCHEDULE ITEM
NO,
EXPLANATtON OF CHANGES
G 1 Irrevocable Charitable Remainder Unltrust, dated 8.5.86, valued at the
decedent's date of death, $ 177,107,59
G 2 Irrevocable Charitable Remainder Unltrust, dated 8.5.86, valued at the
decedent's date of death, $ 8" ,080,02
Note Item G1 has been tued per the attaohed charitable remainder unltrust
calculation,
Item G2 Is 100% charity as the successive life tenant predeceased the decedent.
-
PAGE 1
-
TAX EXAMINER: J, Paul Dibert
ROW Copy
-
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Estate of G. L. Fogelsonger, File# 2194-0347
Date: Tuesday March 5, 1996
Charitable Remainder Unitrust Single Life Calaulation'
---------------------------------------------.--------
Transfer Date ...,.. I . , . . . t , . . . . . . . . . . I . . . . . It' , . . I . . . , . . I . I
Table Rate .." I . . I . I f I , . . . . . , . I , , . . . t I . I . t , f t I , . . , . I "' . . I t t,'
F~ir Market Value of Trust .....t ....,. .......,. '"t' ..,
Fixed Percentage Payout .. I . . , , . f , . I . . I . . . . . It. I . . . . . . . , , . . ,
paymont Periods in Year ... I . I . . . , . . . . I . . . . . t, . . . . . , . "' , I . I .
Number of Months Valuation Date Precedes First payout ......
Age of Person Whose Life Determines the Term of the Trust ..
4/1994
7.0%
$177/107.59
7.000%
1
o
85
Payout Sequence Factor . .. . "" . . . .. t... t, t.,... ... t t." t 1.000000
Adjusted Payout Rate ., . . . ,t, . . . t, ,t" ... t", . . . t, t,..,. 7.000%
Single Life Factor .... . . . .... I . t.. "'t. ....,. , . . ..,. . . . .. 0.68076
Charitable Deduction for Remainder Interest ,t., . ......f... . $120,567.76
,/
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P\lIlPOIE Of'
NOTICE I
To fulfill the rlqulrl..nt. of Stotlon 2145 (b) of the Jnhlr~t.nc. ,nd E.t_t. 'IK Aot, Act 22 of 1991.
(72 P,t. Stctlon 2145),
P!YHENT,
Olt.eh thl to, pottlon of thll Notlel IOd .~It with your ply..nt tu the Rlgllt,r of Willi prlntld on the
rlVlrll .tde.
.. Hokl ,hl,k or .0nIY order PIYlbl. to, REOISTER OF HILLS, AOENT,
All Ply-.nt, ,.oelved ,hill b, .ppll,d fir.' to tnv Int.r..t which "V bt nul with tny r..alndtr appll.d to the t...
REFUND (eA)1 A r.fund of . tlx crldlt ..y bt r.qul.tld by ~o~l.tlng In "Applio.~lon for R,fund of Plnn'vlvant,
Inhlrltanol and E,t.t, '1M" (REY~lS1S). Appllcltlonl .r. IVlllablt It thl Of,IcI of the Algl,t,r of Willi,
InV of the 2S R.vlnul DJ.trlct Of'lc,. or frol the D,p,rtl.nt', 2~.hour Inlwlring ..r~lc. noab.,. for for.. ordtrlntl
In Penn.vlvant. 1'100'362-2050, out. Ide P.nnsvlvanla and within local Harrl.burg ar.a (111) 117-1094,
TOOl (717) nz-un (tttlrlng I.palrld Onh).
OBJECTIONS I Anv p.rtv In Int.r..t not .atl.fl.d with the ........nt of tax b. .hown on thl' notlc. ..v obJ.ot within
.Ixty (60) day, of r.c.lpt of thl. Notlc. bVI
"written prottlt to the PA D.put..nt of R.v.nu., loard 0' Appnlt, D.pt. 111021, Harrltburg, PA 11128"1021, 0"
--.I.otlng to have the .att.r d.t.r.lntd at audit of the p.r.onal r.pr...ntatlv., OR
--.pp.al to the Orphan.' Court.
IIllIlH'
IllRAlIV1i
CORR!ClIOH1,
Feetu.l error. dl.cover.d on thl. ........nt .hould b. .ddr....d In wrltln~ to: PA C.p.rt..nt of R.venue,
lurllu of Indlvldutl Tuu, ATTNI Po.t A.......nt Review Unit, D.p\. 210601, tt.rrltburg, PA 17121-0601,
Phone (717) 717-6505, S.. page 3 of tht bookl.t "In.tructlonl for Inh.rlt.nc. Tax Return for a Ruld.nt
Dle.dlnt" (REy-tSOt) for In ._planltlon of Id.lnl.tratlvllv correetdbl. .rror..
INTERElT,
For dlt.. of d.,th on or Ift.r 10'3-91, P.nn'Vlvanla E.t.t. TIM ba..d en th. F.d.r.1 E.tlt. "M
r.turn bloo.e, dellnqo.nt at the .xplratlon of ntn. (091 .anth. frol the dfttt of d.tth.
For dlt.. of c.ath prior to 10-3-91, Plnn.vlvanJ. (.t,te TaM b...d on thl Fld.r.1 E.tltl Tlx r.turn
b.ooa.. dtllnquent It the 'MPlr.tlon of .Jght..n (II) Month. fro. the dlt. of d..th.
'1M" which b.e..e d.llnquent b.for. J.nuary 1, 1982 b.lr Intlr..' It the rata of .Ix (6%) p.roant p~r tnnul
caloullt.d .t . dlttv rat. of .000164. All tlXU which b.el.. dlUnqu.nt on or after J,nulrV 1, 1982 NIU b..r
Int.r..t at . r.te which will v.rv frnl oal.nd.r YI.r tu cal.nd.r Ylar with thlt rltl announold bv the PA
Dlplrt..nt 0' R.v.nu.. Th. .ppliclbl. Intlre.t rat.. for 1982 through 1996 .rel
V..r Int.r..t R.te D.Ily Inter..t Faotor
1982
19as
1914
Ins
1916
ulnttrtlt
lOX
16X
llX
11%
lOX
I. o.lcul.t.d II
.00054&
,000'31
,000101
.000556
,000l7.
followlI
Vur Inttrut Hat. D.IIV Int.r..t Faotor
1987 9% ,000l.7
1988-1991 m ,000301
1991 IX .000247
1915,ll.. 7X .00019l
1995-1996 OX ,000l4'/
INTEREST . S~LANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR
..Any Notl~. I"uld aft.r thl tax b'oo~" d.1Jnqu.nt will rltl.ot an Int.r..t cIlcul.tlon to ,Ift..n (IY) dlv.
b.vond th. d.'t of the ........nt. If pav~.nt I. .ad. .ft.r the Int.r." coaput.tlon date .hown an the
NoUr.., Iddltlon.1 Inhrut au.t b. calcut.ttd.
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To fulfIll lhe 'equl'....I. of l"llon 21lS (b) of tho /.no'/I.... ond E.t.t. T.. Aol, Aol 22 of 1991, C72 P,S,
Iootlon 21ll).
PA'IltEHTI
Dotooh lhe I.,. portion of Ihlo Notl.. ond 'lAHoU wllh YOU, P......t to lho ~lIIlotor of NIlI. p,lMed on lhe
r'VlrH .Ide.
,- Itok. ohook or....v ordo, .,vllll. III REGISTER OF MILLS, AGENT.
All p.~t. rlC.Jv.d thlll be "'P!J1d fir.' to any Inter... which oy b, due HUh env rHelndlr .plled to thl tlXo
REFUND (C!l),
A r.fund of . tlx arldlt ..v be rlqUe.tld by COIPltting en "Appllo.tlon far Refund of Pennlvlvenl,
Inhtrltenc. Ind Elt,t. fix" (REV-UU), Appl!o.tlonl ar. IvaHltIl. It the O"lc. of the R,,"t.r of NUll,
IMY of thl 25 R,venue Olltrlot Of'l~t. or frol tht o.p.rt-.ntt, 24-hour an.werlng ..rvlcI nulbtr. 'or for.. orderlngl
In P"""Vlvlnl, 1-800-162-2050, ouhld4 P,nnlVlvanl. and within 1001. Htrrhburll .r.. (711) 7&7-a094,
TDD' C7171 772-2252 CHoorl.. lop.lrod Only),
OBJECTIONS I Anv Plrtv In lnt.r..t not Ittl.fl.d with th~ I".....nt of tax al .hown on thl. notlcl "V obJlct within
.ixtv (60) dlv, of recliPt of thl. Notie. bv.
.~wrUt'" prote.. to the PA DIP,rt..nt of RIVenut, lo.rd of ApPuh, Dept. Z810U, Hlrr!lburg, PA 11121"1021, 0"
--.Iectlng to hive the ..tt.r d.hrllntd It luctU of the p.r.on'l r.prlltnhUv., OR
~"Ipp'11 to the Urphln., Court
II
I
AIIH/N-
(ITAATlVE
CORRECTIONS. Pectuel .rror. dl'c~vlrld on thl. ......tent .hould be Iddr"'1d In writing tOI PA Dtplrt-.nl of Revenue,
IurllU of Individual TIX", ATTNI Po.t A.......nt Revl.w unit, Dlpt. 210601, Hlrrl5burg, PA 17121"0601,
Phone (717) 711-6505. ~"P'" 3 of thl bOOkllt ''In.trucHonl for Inh.rAtano. T.IC R.turn for I RIIldtnt
' OIcldtnt" UIEV"IS01) for In .ICpianlUon of .dllnhtrIUv.h carr.otlbl. .rror.,
I
INTEREIl,
"
AdcUUonIl PIM.vlvtnll E.t,tt Tlx .......d III I ruult of I chlngt em the Ptder'l E.tlt. Tlu olo.lno
i.tter blCOIIII dt1JnqJent It the IICplrltJon of onl OJ ItDnth fra thl dlt. the flnll notlol of the lnor....
In Feder,1 E.t.tl Tlx i. recllv.d.
rIX.. whloh blo... delinquent before Januerv I, 191' belr tntlr..t It the rete of 11x (6~J Plrcent p.r InnUI
olleullted "t · dlUy r.ta of .00016", All tUII whioh blo", delinquent on or .fter JlnUlry 1, 1912 will bear
Intlr..t .t · ret. whloh wUI v.rv frolll oll.ndar vnr to oll.ndar YI,r with thlt ret. lMounced bv the PA
OtplrtNnt of AIVenue, The apP1JOIbll Intlr..t ret.. for 1912 throulJh 1996 ar"
iIu Int.r..t a.t. n.ll~ Int.r..t r~tnr bar Int.r..t Dllt. naJI~ tntllr..t r.ntnr
1911 20~ ,000541 1917 9~ ,000247
1m lU ,0001l1 1988'1991 m ,000101
1984 m ,000101 1992 9~ ,OOOll7
1911 m ,000156 19!1-1994 I~ ,000192
1986 10~ ,ooom 1995'1996 9~ ,0002l1
ulntlr..t I. oeleullt.d ,. follow.,
INTEREST . IALANCE OF TAX UNPAID X NUNIER OF DAYS DELINqUENT X GAILY INTEREST FACTOR
~-Anv Hotlol I..ued .ft.t th. tlH btoott. dlllnqulnt will rlfleat In tnt,r.,t ollaul'tlon to flft,," (1&) dav.
btyond the d.tl of the ......-.ntt If Ply..nt I. I'd. .ft.r the Intlr..t OOlPUt.tlon dlt. .hown on thl
Hotlc., IdcUtlonll Int.r..t lU.t b. elhulattd.
~~ l:P. ::n~
,~ n
IT' ~' 0
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:Or. IJ1 0
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PAVlEHT.
Dttten thl top portion of thll H~tlc. and 'ubI!t with your PIV.."t .,d, PIyabl. to tn. na.. and .ddr...
printed on the r.v.r.. ,Ide.
1/ RESlDEHT DECEDE'HT .IIl. chock or .on., order p.,.bl. to. REGISTER OF HILLS, AGENT,
1/ NOH'REIID:!HT DECEDEHT .IIl. chock or .ono, order POYoblo \0' COMMONWEALTH OF PENNSYLVANIA,
All PIYNn" recllved tn.ll bt IPplJ.d fir.. to MY Intlr..' which ..y bt due tlJth an,;, r...lnder ,ppU,d to thl tllC.
REfUND (CA)1 A r.fund 0' . tlM arldl., which w.. not r.queltld on In, TIM R,turn, ..y b. r.qul.tld by oo~l.tlng an
"ApplJClUon for R,fund of PtMIvlvlnh Inh.rlt~c. and Elht. hit" (REV-UUl, .pplle.tlc". Ir. IVIUlbll .t
the O,flol of the Rlgl,t,r of Willi, any of the 25 R.yenuI DJ.trlot Of,lc.. or frol the D,p,rt..nt', 24~h~Jr
an...rlng ,.rvlo. ~r. for for.. ordlrlnQI In P,nnlvlvlnl, 1-800-36Z-Z0S0, out'ldl Pann.vlvanl.
II'Id within lOClI Hlrrhburg .rll (717) 787.a094, TDO' (717) 772.2252 (!loarlng IIP,lrtd onh).
kEPLV Tal Que.tlon. r,,,rdlng Irror. cont.lned on thl. notlcl .hould bl addr....d tOI PA n,plrt..nt of R.v.noI, Bur.RY
of Jndlyldull TaICII, ATTHI Po.t A.......nt RaYllw Unit, nlptl 210601, Il"rhburg, PA 17128"0601, phone
(7l7l 7'7'6505,
DISCOUNT.
If InV tllC due 1. Plld within thr.. (1) c.llndtr tonth. .ftlr the dlcldlnt'. d..th, I fly. p.rclnt (5~) dl_count
of the ta~ plld II allowtd.
IHTERl!IT.
Intlr..t I. ehlrgld blglnnJng with flrat day of dellnqulncy, or nln. (9) ROnth, and on. (1) dlv frol thl dati ~f
death, to the datI of Ply.ent. TI~I' whJch bICI.. dlllnqulnt blfor. Januarv 1, 1982 b..r Int.r..t .t the r.t. of
.Ix (6k) p.rc.nt p.r annul calculatld It a d.lly rat. of .000164. All tllC., which btc... d.llnquent on and .ft.r
Jenulrv 1, 1982 will b.ar Int.r..t at a rltl which will vnry frol elllndtr Vlar to etllndtr y..r with that rGt,
lMounctd by thl PA Olfl"t..nt of Rlv.nu.. Th. aprllelbll Int"..t rat.. for 1982 through 1996 "'1
Vllr Int.r..t R.ta DailY Inter..t Faotor V.ar Int"..t Rate OallY Int"..t FDotor
1911 lOX ,000548 1917 9% ,000147
I9IS 16X ,000458 1918-1991 IIX ,000501
1914 IlX ,000501 1991 9% ,000147
1915 IS% ,00OSS6 1991-1994 7% ,000191
1916 lOX ,000174 1995ol 996 9% ,000147
ulnttr..t II ollcul.ttd II followll
INTEREST . BALANCE OF TAX UNPAID X NUMBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
--Anv Hotlel I..u.d Iftlr thl t.1C b.eo... dlllnqu.nt will r.fl.ot an Int.r..t o.lculltlbn to fl,t..n (IS) d.v,
b,vond thl dati of thl ........nt. I' pIY.lnt I. .ade aft.r thl 'nt.r..t coapu"tlon d.t. .hown on tha
HoUel, .ckUtlon.l Inttrllt ""It bl cllc:ulat,d. '
"
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P\UNCIPAL
"
Page
R~ceipts: Per Inventory Filed or Balance of Prior Account2,219,754,13 3
This Account 133,375,63 3
Net Gain (or Lose) on Sales or Other Disposition/Principal (7,966,09) 4
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal/State Taxes
Fees & Commissions
F~ily Exemption
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
'Changes in Investment Holdings
INCOME
Receipts: Per Prior Account Filed
This Account
.............
2,345,163,67
7,635,57
8,052,75
28,485,17
1,030,272,82
133,185,27
0,00 1,207,631,58
5-6
6
6-9
9
9-10
.................................................. ..
1,137,532,09
956,375,00 11-13
.............
181,157,09
14
15
0,00
59,023,95 16-18
0,00
...............
59,023,95
3,416,21 19-20
........................ ..
55,607,74
48,343,89 21-23
........................ ...
7,263,85 24
Net Gain (or Loss) on Sales or Other Disposition/Income
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
Combined Balance on Hand ~88,420, 94
-2-
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,Ii,
RECEIPTS OF PRINCIPAL
..'
Fiduoiary
Aoquisition
Va~ue
"
Desoription
Assets listed in the Inventory 2,219,754,13
and Appraisement as Filed
Cash:
1994-04,14 Liberty Municipal Securities
Fund
271,47
,1994-05-26 Orrstown Bank TruRt Account
Cash
,
468,66:
19,94.10.10 8,572 shares Orrstown Financial
Corp, . Adjust value using
Alternate Valuation Date
8 j'572. 00
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1995.01.10 Cumberland County Register of
Wills . Refund of overpayment
for Cer.~ified copy of Will
0,50,
1995-05-24 Internal Revenue Set~ice
1994 Personal Income Tax
Refund
, 797,00
"
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1995.11.28 386 shares Fogelsonger Agency
Inc, . Adjust Value as per
Audit of Estate
33,331,00
1995-12-26 Internal Revenue Service
Refund on form 706
89,935.00
.... -.... - - ..2353129.76
I "I
...........'!'..
Total Receipts of Principal
2,353,129,76
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GAINS AND LOSSES ON SALES OR'OTHER DISPOSITIONS/PRINCIPAL
Gain L088
1994-04~1l Dauphin Deposit Bank and Trust
Company . T/A
Ne t Proceeds 667,589,77
Fid, Acq, Value 670,694,90 0,00 3,105,13
i994.04-11 Merrill Lynoh Account
~697-13224
Ne t Proceeds 486,881.65
Fid. Acq, Value 492,206,79 0,00 5,325~14
1994-06.03 4,926,108 shares Liberty
Municipal Sticur1ties Fund Inc,
Net Proceeds 55,587,86
Fid, Acq, Value 55,123,68 464,'18 0,00
Total Gains and Losses/Principal
Less Loss
464,18 8,430,27
8,430,27
"
..............
Net Loss
(7,966,09)
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1994-05.14 Kirk W, Davis, DPM -
Professional Services Rendered
57,91
1994-05-14 Paul Ocker - SnoW ,Removal
295,00
22,1-9
7,635,57
1994-06-01 Valley Medical Gr~up -
Physician Service Expense
.. ............ ...........
Funeral Expenses:
1994-04-25 Fogelsonger.Bricker Funeral
Home lnc,
1,205,50
1994-04-26 Cressler's Fruit Market lnc, .
Luncheon
437,25
1994-04-28 Shull-Koontz - Grave Marker
410,00
8,052,.75
.........,.......
Administration Expenses:
1994-04.15 cumberland County Register of
Wills . Probate Fees
45,00
1994-04-21 Pennsylvania Electric Co,
Utility Expense
1994-04-26 South Penn Gas Co, . Utility
Expense
6,66
379,06
1994-04.27 Forest N, Myers -
Reimbursement f.or Filing of
Will
1,025,00
1994-05-03 Cumberland Franklin Joint
Municipal Authority . Utility
Expense
56,08
1994-05.03 PA Department of Revenue -
1994 2nd Quarter Withholding
Taxijs
166,80
I,
1994-05-04 Dennis L, Gotshall, Auctioneer
. Fee for Appraisal of
Personal property
65,00
"
1994.05.04 E, Jane Ocker. Salary Expense
900,63
1994-05-04 Warner Cable Communication
lnc, . Cable Service
73,35
1994.05-09 Paul Ocker . Lawn Care Expense
343,35
.6.
I' 'II
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
1994.05-09 Ned R, Foge1songer . Specific 25,00
BequBst of Single Shot 32 Ca1
Rim Fire Non Shooter as per
Item III (d) of the Will
1994.05-09 Ned R, Foge1songer . Specific 50,00
Bequest of Mauser M.98 Sporter
8X57 as per Item III (d) of
the Will
1994-05-09 Ned R, Foge1songer . Specific 200,00
Bequest of Remington.M-14 ,35 "
as per Item III (d) of the Will
1994-05.09 Ned R, Foge1songer - Specific 250,00
Bequest of Remington 700BDL
7MM Rem Mag with Weaver K-6
Scope and Redfield Mounts as
per Item III (d) of the Will ' '
1994-05-09 Grace F, Allison and Peggy F, 150,00
Boinis - 1947 Wi11ys Trust
as per Item IV of the Will
1994-05-19 Barbara F, Mummert. Specific 5 , 000 , 00
Bequest as per Item V(b) of
Will
1994.05-19 Edna Foge1songer - Specific 5 , 000 , 00
Bequest as per Item V(c) of
Wil.l
1994-05-19 Richard E, Foge1songQr . 30,000,00
~pecific Bequest as per Item
V(d) of Will
1994-05-19 Jack Leonard Foge1songer 10,000,00 "
Specific Bequest as per Item
V(e) of Will
, ,
1994-05-19 Thomas E, Foge1songer 10,000,00
Specific Bequest as por Item
V(f) of Will
1994-05-19 John G, Boinis Specific 5,000,00
Bequest as per ltem V(h) of
Will
1994.05.19 Patricia A, Rhoden - Specific 10,000,00
Bequest as per ltem V(l) of
Will
-11.
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1994. 07.22 Ned R, Fogelsonger . Advanoe 104,355,00
Prinoipal Distribution 386'
shares Fogelsonger Agency , '
Ino,
1994.08.02 Ned R, Fogelsonger . Advanue 16,350,00
Prinoipal Distribution 500
shares Farmers National
Bancorp Inc,
,1995.02.08 Ned R, Fogelsonger . Advance 79,872,00
Principal Distribution 3,072
shares Or~stown Financial
Corp,
1995.02.08 Peggy F, Boinis . Advance 79,01.9.00
Principal Distribution
1995.04.24 Christ United Methodist Church 25,000,00
. Cash Bequest as per Item V
(m) of the Will
, 1996.04.26 Peggy F, Boinis . Advance 36,403,00
Principal Distribution ...............
956,375,00
.......................... ,
Total Distributions of Prinoipal 956,375.00
Specific bequest of $5,000,00
as per Item V(a) of the Will to
Audrey M, Fogelsonger lapses
as she predeceased on 01/26/87
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..
PRINCIPAL BALANCE ON ~D
Caahl
l
.... .
, \
Capital Relerve Aooount
Seourities :
...........
5,500 shares Orrstown ,Finanoial Co'rp, '
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Current
Value
04/26/96
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Fiduciary
Aoquhitl.on
Value
.......... ............
44,966,61 44,966,61
177,375,00
............ ............
136,190,48
222,341,61 181,157,09
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INFORMATION SCHEDULES..PRINCIPAL
Investments Made:
Changes in Investment Holdings:
.
,
1995.07,24 275 .hares Orrstown Financial
Corp, 5' stock dividend
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1994.09.23 Transferr.~d from Principal 1,217,59
Merrill Lynch. Ineerese from
daee of Oeaeh
1994.10.03 Capieal Reserve Account 3,241,76
1994.11-01 Capiea1 Reserve Accoune 3,480,40
1994.12.01 Capiea1 Reserve Accoune 3,538,70
1995.01.03 Capiea1 Reserve Accoune 3,721.28
1995.02-01 Capiea1 Reserve Accoune 1, 112 ,00
1995.03.01 Capi ea1 Reserve Accoune 467,30
1995.04.03 Capieal Reserve Accoune 348,83
1995.05.01 Capica1 Reserve Account 257,87
1995.06.01 Capieal Reserve Account 193,29
1995.07-03 Capiea1 Reserve Account 154,73
1995-08.01 Capieal Reserve Accollne 155,00
1995.09.01 Capital Reserve Account 150,13
1995.10.02 Capieal Reserve Account lj8,95
1995.11.01 Capital Reoerve Accoune 149,20
1995.12.01 Oapieal Reserve Account 139,04
1995.12-29 Internal Revenue Service 7,199,06
Ineerese on form 706 Refund
1996.01.02 Capieal Reserve Accoune 134,70
1996.02.01 Capieal Reserve Accoune 558,22
1996-03.01 Cap i eal Rese rve Accoune 479,05
, 1996.04.01 Capieal Reserve Accoune /.54,33
.................. 39,685,86
Other:
1994.04.29 G, Leonard Fogelsonger 533,33
Agency Rene for April
1994.05.12 0, Leonard Fogeloonger 800,00
Agency Rene for May
1994.05.12 Harry Fo 1 tz Rent for May 2'/5,00
.17.
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1994.05.12 Jessica Smith Rent fcr May ,
1994.05.12 Nancy Pclliard Rent for Msy
1994.05.12 Tawnya Fcgelsonger Rent fcr
May
,
1994.05.12 Wendy Hess Rent fcr May
,1994.06.07 Orrstown Bank - Closing
Balance of Trust Account'
1994.06-30 G, Leonard Fogelscnger TIA
Income since Date of Death
1994.09-26 Transferred from Principal
Interest after Date of Death
1995.07.24 Transferred from Principal 275
shares Orrstown Financial
Corp,
~otal Receipts of Income
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175,00
120~00 ',"
175,00
282,16
1.330,04 "II
333,45
6,809,52
.~............
10,993.50
.............
59,023,95
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DISBURSEMENTS OF INCOME
, 1994.05.14 Ned R, Foge1songer . Rent for 1,100,00
May 12.31, 1994
1994.06.27 Dauphin Deposit Bank and Trust 109,92
Co, . Commission
1994-07.26 Dauphin Deposit Bank and Trust 234,96
Co, - Commission
1994.07.29 Transferred to Principal Funds 5,11
recBived from Merrill Lynch
1994.08.26 Dauphin Deposit Bank and Trust 214,78
Co, - Commission
1994.09.27 Dauphin Deposit Bank and Trust 169,21
Co, . Commission
1994.10.26 Dauphin Deposit Bank and Trust 222,09
Co, . Commission
1994. U.25 Dauphin Deposit Bank and Trust 174,02
Co, . Commission
1994-12.27 Dauphin Deposit Bank and Trust 176.94
Co, . Commission
1995.01.26 Dauphin Deposit Bank and Trust 186,06
Co, . Commission
1995.02.23 Dauphin Deposit Bank and Trust 119,89
Co, . Commission
1995.03.28 Dauphin Deposit Bank and Trust 23,37
Co, . Commies ion
1995.04.25 Dauphin Deposit Bank and Trust 58.69
Co, . Commission
1995.05.25 Dauphin Deposit Bank and Trust 12,89
Co, . Commission
1995.06.27 Dauphin Deposit Bank and Trust 9,66
Co, . Commission
1995-07.25 Dauphin Deposit Bank and Trust ,51. 05
Co, . Commission
1995.08.28 Dauphin Deposit Bank and Trust 7,75
Co, . Commission
1995.09.26 Dauphin Deposit Bank and Trust 7,51
Co, - Commission
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1995.10.26 Dauphin Depos'it Bank and Trust
Co, . Commission
50,26
1995.11.27 Dauphin Deposit Bank and Trust
Co, . Commiss ion
7,4~
1995.12.26 Dauphin Deposit Bank and Trust
Co, . Commission
6,95
1996.01.26 Dauphin Deposit Bank and Trust
Co, . Commission
415,78
1996.02.26 D~uphin Deposit Bank and Trust 27,91
Co, . Commission
"
1996.03.26 Dauphin Daposit Bank and Trust 23,95
Co. . Commission .............
3,416,21
.............
Total Disbursements of Income
,3,416,21
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DISTRIBUTIONS OF INCOME TO BENEFICIARIES
1994.06.30 Ned R, Foge1song6r . Income 1,441.69
Distribution
1994.06.30 Peggy F, Boinis . Income 1,441.69
Distribution
1994.07.29 Ned R, Foge1songer . Income 2,582,76
Distribution
1994.07.29 Peggy F, Boinis . Income 2,582,76
Distribution
1994.08.31 Ned R, Foge1songer . Income 2,037,86
Distribution
1994.08.31 Peggy F, Boinis . Income 2,037,86
Distribution
1994.09.30 Ned R, Foge1songer . Income 3,078,43
Distribution
1994.09.30 Peggy F, Boinis . Income 3,078 ,43
Dis tribution
1994.10.31 Ned R, Foge1songer . Income 2 , 109 , 87
Distribution
1994.10.31 Peggy F, Boinis . Income ' 2,109,87
Distribution
1994.11.30 Ned R, Foge1songer . Income 1,653,19
Distribution
1994.11.30 Peggy F, Boinis . Income 1,653.19
Distribution
1994-12.30 Ned R, Foge1songer . Income 1,680,88
Distribution
1994.12.30 Peggy F, Boinis . Income 1,680,88
Distribution
1995.01.31 Ned R, Foge1songer . Income 2,410.51
Distribution
1995.01.31 Peggy F, Boinis . Income 2,410,51
Distribution "
1995.02.28 Ned R, Foge1songer . Income 496,06
Distribution
1995-02.28 Peggy F, Boinis Income 496.06
Distribution
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1995.12.29 Peggy F, Soinis . Inoome 66,04
D1Itribution
1996.01.31 Ned R, Fogelsonger . Inoome 3,949,87
D1Itribution "
1996.01.31 Peggy F, Iloinis . Inoome 3,949,86
D1Itribution
. 1996.02.29 Ned R, Foge1songer . Inoome 265,16
Distribution
1996.02.29 Peggy F, Soinis . Inoome 265,15
Distribution
1996.03.29 Ned R, Fogelsonger . Inoome 227,55
Distribution
1996.03.29 Peggy F, Soinis . Income 227,55 ,
Distribution ..........fl.. 48,343.89
.............
Total Distributions of Inoome
, 48,343,89
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INCOME !ALANO~ ON HAND
Our rent
, .value
04/26/96
F~duQia~
Aoquilitilln
Value
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Capital ae.erve Aooount
454,33 454,33
Securities :
...........
275 .hares Orntown Fi.nancialCorp,
8,868,75
6 , 809 , 52
............ ............
9,323.08 7,263.85
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PROPOSED DISTRIBUTIONS TO BENEFICIARIES,
Current
Value
04/26/96
Fiduciary
Acquisition
Value,
To: Ned R, Foge1songer - 1/2 share of Residue
...........
.......... .,............
Ned R, Foge1songer is paying in $48,789,53
Cash to the Estate to adjust his distributions
for receiving all the remaining'stock
Securities:
............
5,775 shares Orrstown Financial Corp.
186,~43,75 143,000,00
Plus Advance Distribution:
1,000 ahares ~onega1 Group Inc.
386 shares Fogelsonger Agency Inc.
500 shares Farmers Nat.iona1 Bancorp Inc.
3,072 shares Orrstown FInancial Corp.
,14,875,00
104,355.00
16,350.00
79,872,00
...................... ..
Less Cash paid to Estate
358,452.00
(48,789.53)
...................... ..
309,662.47
~o: Peggy F. Boinis - 1/2 share of Residue'
Principal:
...............
Cash
44,966.61
Plus Advance Distribution
215,452.00
Income:
.......
Cash
454.33,
Plus Cash .from lied R, Fogelsonger paid to Estate'
48,789,53
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309,662,47
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I give, devise and bequeath all the rest and
esidue of my property, real, personal and mixed, not disposed
f in the preoeding portions of this Will, as fallows:
(oJ I give one-half thereof to my sister,
PEGGY F. SOINIS, if she survives me by thirty (30J
days,
If she d~es not survive me by thirty (30J
days, I give said share to her issue, living at my
death, per stirpes,
(bJ I give one-half thereof to my nephew,
NED R, FOGELSONGER, if he survives me by thirty
(30J days,
If he does not Burvive me by thirty
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(30)
days, I give said shat-e to his issue living
at
my
death,
per stirpes,
subject to
the
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provisions of ITEM UI II hereof,
(cJ I have not provided herein for my
sister, GRACE F, ALLISON, in os much as I have
provided for her support, oare and maintenance
through the ohoritable remainder trust created
August 5, 19B6, Dauphin Depooit Bank and Trust
Company, Trustee thereof.
(dJ I hove not provided for my best friend,
MARION ZINN, in this my Last Will and Testament in
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as much as I hnve provided for her through a
charitable remainder trust dated August 5, 19B6,
Deposit Deposit Bonk and Trust Company, Trustee
thereof,
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\Jll: All assets to be held by my Trustee under ITEM
for
the primary benefit of the CHRIST UNITED METHODIST
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CbJ Anything to the oontrary contained
herein, notwithstanding,
my
Trustee
sholl
distribute the net income for each taxable year ut
suoh tima and in auch manner as not to subject
this tnJst to t(]~ under Section '1SLI2 I ,and my
Trustee sholl be prohibited from engaging in any
oct
of self-deoling [os defined in
flection
'1S'Il(d)], from retaining any exoess
business
holdings [as defined in Section 'IS'I3CcJJ, from
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loge of thirty (30) years is entitled to on outright distribution
Ilunder th~s Will I I give suoh issue's shore os fallows:
making
any
investment
in
suoh
manner
os
to
subject this trust to tax under Section 'IS'!'!,
and
from
making
any taxable expenditures Cas defined
in Section '19'!5CdJJ , The ubove referenced
Sections are Sections of the Internal Revenue
Code of 1S5'1, os omended.
lUll : If my nephew, NED R, FOGELSONGER, does not
and if any of his issue who has not then attained the
Co) I f my nephew, NED R, FOGELSONGER I has
created 0 trust under his Lost Will and Testament
for the benefit of such issue and such trust is
then in a:dstence, I give such iRsue's shure to
the than Trustee of such trust to be added to the
principnl
of
the trust and
to
be
held,
administered and disposad of in accordance with
the terms thereoF,
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.tIEtl X:
Any perarm who sholl hOVel died at: tile SrJI11l1 time os
or under such circumstancBs that it is difficult Dr impossible
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to determine who sholl hove died first, sholl be deemed to have
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rredeceased me.
the same time os any then beneficiary of income of my estate or 0
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frust created hereundor Dr under such circumstancos that it is
difficult Dr impossible to determine who shall have died first,
~hall be deemed to have predeceased such beneficiary.
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continuance of any trust created hereunder, my Executor and my
il
!frustee shall possess, among others, the followi ng powel's to be
I~xercised for the best interests of the beneficiaries:
II
Any person other than me who shall have died at
In
the settlement of my estate and
during
t.he
my
deem
(oj To retain any investments I moy have at
death so long as my Executor Dr Trustee may
it advisable to my estate Dr trust so to do.
(bJ
desirable
1n such
mortgages
real Dr
To vorl! investments, when deemed
by my Executor or Trustee, and to invest
bonds, atocks, notes, real estate
or other securities Dr 1n such other
personal property as my Executor or
Trustee shall deem wise, without being restricted
tD so-called "legal investments,"
(c) In order to effect 0 division of the
principal of my Bstate or trust or for any other
purpose, including ony final distribut10n of my
eatote or trust, my Executor Dr Trustee is
authorized to moke said div1sions or
distributions of the personalty and realty
partly Dr wholly in kind. If such division or
distribution is mode in kind, soid assets sholl be
divided Dr distributed at their respective values
on the data or dates of their division or
distribution. In moking ony division or
distribution in kind, my Executor or Trustee
nhall divide or distribute soid assets in 0 manner
whlcll llJlll fairlli nllocate any unrenlized
appreciation nmang the beneficiaries.
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Cd) To sell either at public or priv~te sale
and upon such terms and conditions as my Executor
or Trustee may deem odvantageous to my estate or
t:rust, any or all real or' personal estate or
interest therein owned by my estate or trust
severully Dr in conJunction with other persons or
acquired after my death by my Executor or
TrustaB, unct to consummate said sole or soles by
sufficient deeds or other instruments to the
purchaser or purchasers, conveying 0 fe8 simple
title, free and clear of all trust and without
obligation or liability of the purchaser or
purchasers to see to the application of the
purchase money or to make inquiry into the
validity of suid sole or soles; also, to make,
execute, acknowledge and deliver any and all
deeds, assignments, options or other writings
which may be necessary or desirable in corrying
out any of the powers conferred upon my Exeuctar
or Trustee in this paragraph or elsewhere in this
Will.
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Ce) To mortgoga real estate and to make
leases of real estate for any term.
CfJ To borrow money from any
including my Executor or Trustee,
indebtedness of mine ar of my estate or
expenses of administration, Death Taxes or
taxes.
party,
to pay
trust,
other
CgJ To pay all costs, Death Taxs or other
Luxwu, uxponses and charges in connection with
the administration of my estate or trust, and my
Executor sholl pay the expenses of my lost illness
ond funeral expenses,
Ch) To vote any shores of stock which form 0
port of my estate or trust and to otherwise
exercise all the powers incident to the ownership
of such stock and to actively manage and operate
any unincorporated business, inoluding any joint
ventures and por~nerships, with all the rights and
powers of any owner thereof.
CiJ In the discretion of my Executor or
Trustee to unite with other owners of similar
property in carrying out any plans for the
,reorganization of any corporation or compony whose
securities from 0 part of my estate or trust,
(j) To aSSign to und hold in my estate or
trust on undivided portion of ony asset.
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nomineEl.
To hold investments in the nome
of 0
Cl) To compromise controversies.
lIEtl KIl: In the settlement of my estate:
CaJ My Executor sholl not be personally
liable for any loss ta my estate or to any
beneficiary of my estate resulting from an
election made in good faith to claim 0 deduction
as on income tax deduction as an income tax
deducotion or os an estate tax deduction,
CbJ In valuing my property in my gross
estate for the purpose of any Death Tux, my
Executor sholl not be personally liable for any
loss to my estate or to any beneficiary of my
estate resulting from my Executor's decision mode
in good faith to use 0 particular valuation dote.
lIEtl KIll:
If at
any time any minor sholl be entitled
to
,
,
!ireceive any assets
Ilpoyable heC"sunder I
free of trust by reason of my death,
whether
by operation of law or otherwise,
I
appoi'1t
the Trustee hereunder os Guardian of such assets authorized by
low payable to such minor.
The Guurdian may receive, administer
,and shall hove full authority to use such assets, both principal
and income, in ony manner the Guardian shall deem advisable for
the best interests of the minor, including college, univers~ty,
graduate
or other education, without securing 0 court order,
The Guardian sholl have all the rights and privileges in its
capacity os Guardian os 'are herein granted to my Executot' and
I
iTrustee os to my estate and any trusts created hereunder.
II lIEtl Kl!'!: I hereby appoi nt my naphew, NED R. FOGEl.SONGER I
Ilond DAUPHIN DEPOSIT BANK AND TRUST COMPANY, os Co-Executors of
jlthis Will. If for ony reason he should fail or cease to oct, in
lithe absence of 0 designation by him or a successor corporate or
i!indiVidual Executor in (Iccordance olith ITEM XVI heC"eof, J appoint
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I~OMMONWEALTH OF PENNSYLUANIA
: : ' (\
'COUNTY OF "".I.\~'l..~~c\u~L____
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,i' We, G, LEONARD FOGELSONGER I J:'I'.d......J.;___LL\.:..:....Ut__________,
i 1_5'-'L.\.J\.i.:.___h.__~...",,"________' und _J:\d<'O>....__i'.L..:._j;)J......bll:....t~____, 'the
ITestotor and the witnesses respectively I whose names ore signed
to the foregoing instrument, being first duly sworn, do hereby
Ideclore to the undersigned officer tht the Testator signed the
instrument as his Last Will and Testament and that he signed
IVOluntarilY and that each of the witnesses in the presence of
lithe Testoto~ at his request, and in the presence of each other,
I signed the Will os witnesses and that to the best of the
,iknowledge of Bach witness, the Testator was at that time eighteen
i lor more years of age I of sound mi nd and under no clJnstrai nt or
l'lundue i nf luence. , ' ~'
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_. ;;,:'J.;~.7.t...'lli~ - ?!!JJ..t1&."':JJ..i>_'il.:... -- - --
,I G. Leonard F elq-onger ()
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_U..':>. ,........=~-'>.f--l..L...'..--7( .----.-------
W(1t ess, ' ~'
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.~ (itnBss .
, I IlJ t] / t
_ ,&(iJ;J~I..::~__:,!=~@L!.:~4.1<...L____.___
Witness
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On this, the _-1_'1:::__ day of _Si-t2:L"-''''.l..tL_________, 1986,
I before me, 0 notary public, the undersigned officer, per~onolly
: ,appeared G. LEONARD FDGELSONGER, l~'.:_lJ.(.'_:..__'L_l.v.,;d't----------,
,..s.""JI..:::__"'...J{L.,J..IC-_________, and J:J..,;.I"'.,..__-':l.l._...::L.'..:J.;;:..{[_____._, known
',to me Cor satisfactorily provenJ to be the persons whose names
I~re subscribed to the within instrument, and acknowledged that
'th~y executed the some for the purposes therein con~ained,
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.1 IN WITNESS WHEREOF I
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My Commission Expires
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LAW OFFICE of FOREST N. MYERS
10000 Molly PI/char Highway
Shlppansburg. PA 17257
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Mary C. Lewis,
Register of Wills
CUMBERLAND COUNTY COURTHOUSE
One Courthouse Square
High and Hanover Streets
Carlisle, PA 17013
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OETAOH ANO RETAIN THIS PORTION FOR YOUR REOOROS
AlC NAME G. Leonard FogelsongerEstate
DATE .lan, 9. 199&
AlC NO, 13018&&702
REMITT ANOE AMOUNT
INCoME PRINCIPAL
$3.8&1.68
FOR
Balanoe of PA Inheritanoe Tax
G, Leonard Fogelsonger Estate
8.S. * 179-12-3&35
File * 21-1994-0347
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,OETAOH AND RETAIN THIS ~ORTION FOR YOUR RECORDS
AlC NAME G, Leonard Fogelsonger Estate
AlC NO, 1301855702
FOR
Inharitance Tax Payment
S,S, # 179~12~3535
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DATE June 30. 1994
NCE AMOUNT
PRINCIPAL,
$300,000.00
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STATUS REPORT UNDER RULE 6.12
Nome of Decedent I
(;" leA~ .-'c:>w;:~'ONt,~">!.-
Date of Deathl
4-~,.:..l::)+
Will No,
Admin. No. _ 21- 19')~ - "0'1-'
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the followlng with respect to completion of
the administration of the above-captioned estatel
1, State whether administration of the estate is complete I
Yes No 'I(
2, If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I 'R>~..:l (, L"T ,o,c.L ~\t, (!, -~6
3. If the answer to No, 1 is Yes, state the following I
a, Did the personal representative file a final
account with the Court7 Yes No,
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties In interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel
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Sign'at:.u~e
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Name (Please type or print)
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CapacitYI Personal Representative
x Counsel for perBonal
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