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Estate oj Mal'l! Ann R"nn",r'
also known liS .
PETITION FOR PROBATE and GRANT OF LETTERS
,y/-74-0371'
1t(,'..IcJ";. 'I
No,'
To:
Register of Wiils for the
Deceased. County of fHmber li\nd in the
Suclal Secul'ily No, _ 1 6 4 - 3 4 - 2 2 8 9 Commonwealth of Pennsylvania
The petition of the undersigned respectfuily represents .that:
Your petltloner(llj, who is/_ 18 years of illl.e (,f Qlder ~ the execul. r ix
In the last wlil of the above decedent. dated -Ap n 1 8/ 1 993
and codleil(s) dated ( n/ a)
named
,19_
(UaIO rele....ant circumu3nccs, (:,8. renuncIation, death of e,'(ccul(1(, ate,)
Decendent was domiciled at death In C'lmh" r 1 A ,,(1 County. Pennsylvania. with
ILBJ:___.last familY or PIlncipal re;idence at Al,., ,( NAl1rl11'k,,1' A"O~I1Q ,
~nlcsbllrg / Fennsylvanla ,-T7055
(lI.t IIrcot, number and munclpallty)
Decr.ndenththen 4'1 . years of age, died April 15 ,19 94
at Holy :opirit Hospltal ,
Except as foilows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of tho wlil offered for probate: was not the victim of a kiiling and was never adjudicated
Incompetent:
Decendent at death owned property with estimated values as foilows:
(If domiciled in Pa.) Ail personal property S _ 22 , 500
(If not domiciled in Pa.) Personal property in Pennsylvania S
(If not domiciled in Pa.) Personal property in COUnty S
I I U, uuu
Value of real estate in Pennsylvania S
sltuatedasfoilows: residel1.t.i...J.ll'8,,] est'Ar", M",,'h~niqhllrg, P/\
WHEREFORE, petltloner(s) respeetfuily request(s) the probate of the last will and codlcil(s)
presented herewith and the grant of iellers Tes tamen ta ry
(lcSlamenliUYi 3dminiurallon C.l,a,: admlnlslrallon d.b,n,c,l,a,)
theron.
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Billip J""" Lllrlwi "k
4114 Nantucket Avenue
Mer;hani"shurg. p,~ 1705~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } l:3S
COUNTY OF Cumberli\ncl
The petitlonerlsl above. named swear(s) or affirm(s) that thc statements in Ihe fortgoinr. pctition are
true and correct to the best of the knowlcdge and belicf of pctitloncrls) and thilt ;IS personai rcprcsen-
tative(s) of the above dccedent petltionerls) will well and truly administer the estatc according to law.
Sworn to or affirme~J and subscribed ',~LlI U. 4(1(;' I) ;:(;',,(11; '((I k.. :-,
hcfme!JcJl~~.\ ... ~__ dill' of ~.
1)2<'11l.id-~~.Ui(l7.1f, I:~ ~
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LAST WILL AND TESTAMENT
OF
MARY ANN BADNER
I, MARY ANN BADNER, now of 4114 Nantucket Drive,
Mechanicsburg, Cun~erland County, Pennsylvania, do publish and
declare this to be my Last Will and Testament, hereby revoking
all other prior wills and codicils made by me.
FIRS'l' I Family Backqround and Apoointment of Executor,
(A) Family and Backqround Information. I am a widow, my
husband, GEORGE BADNER, JR., having passed away on March 12,
1993, My children are BILLIE JEAN LUDWICK and GEORGE BADNER,
III, Throughout this Will, BILLIE JE/IN LUDWICK and GEORGE
BADNER, III, will be referred to as "my children", The word
"issue" will include my children as well as my other descendants,
(B) Appointment of Executor. I appoint as my Executor and
successor Executor (all hereinafter referred to as Executor or
Executor(s) under this Will, the following named persons or
corporations to serve without bond and without being required to
account to any Court:
Executor: My daughter, BILLIE JEAN LUDWICK,
Successor Executor: My son, GEORGE BADNER, III,
SECOND: Funeral and Last Illness Exoensesl Taxes.
(A) Expenses of Funeral and Last Illness. I direct my
Executor to pay my funeral expenses and the expenses of my last
illness from my estate.
(B) Taxes. I direct my Executor to pay any and all estate,
inheritance, succession, legacy, transfer and other death taxes
or duties, by whatever name called, including any and all
interest and penalties thereon, imposed under the laws of any
jurisdiction by reason of my death, upon or with respect to any
and all property included in my gross estate for the purpose of
such taxes, whether such property passes under or outside of this
Will, out of my residuary estate, without being prorated or
apportioned among or charged against the respective devises,
legatees, beneficJaries, transferees, or other recipients of
such property or charged against any property passing or wh
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LAST WILL AND TESTAMENT
OF
MARY ANN BADNER
PAGE f-
may have passed to any of them. 7'he Executor shall not be
entitled to reimbursement for any portion of any such taxes from
any such person,
THIRD I Tangible Personal Property, Except for those items
excluded below and those items enumerated in the Letter of
Instruction, I bequeath to my children, BILLIE JEAN LUDWICK and
GEORGE BADNER, 111/ living at the time of my death, all tangible
personal property, inCluding but not limited to clothing,
jewelry, heirlooms, furniture, personal effects, motor vehicles,
and all other similar articles, which I own/ and the insurance
thereon, to be divided between them as' they may select in as
nearly equal shares as is practical. If either or both of my
children do not survive me by sixty (60) days, I leave such
tangible personal property to the issue of the predeceased child,
per stirpes, If there is any disagreement as to distribution, I
direct my executors to make such distribution, The decision of
my executors shall be final and binding, Any items not selected
or any items which my executor considers unsuitable for my
children may be distributed or sold in the sole discretion of my
executor and, if sold, the net proceedS therefrom shall be added
to the residue of my estate, Tangible personal property shall
not include: (1) any and all property used by me in any
business, (2) cash on hand or on deposit in banks, (3) stock or
securities, (4) any type of evidence of indebtedness, and (5) any
life, health or accident insurance policies,
Notwithstanding any other provisions in this Article THIRD,
I may leave a separate, dated and unsigned Letter of Instruction,
which I shall place with my Will, containing directions as to the
ultimate disposition of certain of the property bequeathed under
this Article THIRD, and such Letter of Instruction shall
determine the distribution of such items.
FOURTH I Residuary Gifts.
(A) I give, devise and bequeath all the rest, residue and
remainder of my estate, of every kind and character, real,
personal and mixed, tangible and intangible, and wherever
situated, inCluding any lapsed or renounced legacies or devises
(and inCluding any property over which I may have a power of I
appointment) / in equal shares, to my children, BILLIE JEAN
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LAST WILL AND TESTAMENT
OF
MARY ANN BADNER
PAGE 3
LUDWIOK IlIId GmORGE BADNER, III, per stirpes,
(8) R!ltributions Durinq Administration. Prior to final
distributton of' my ostato, the Executor, in his discretion, may
mako pllrtla.J dl Htributlons to one or more beneficiaries or
'I'rusts, As il consequence, the Executorship and any Trusts
01'011 tod undor thl H Wi.! 1. may exist contemporaneously. A
difltrlbut 1011 may bo made subject to any indebtedness or liability
of' my 011 Lil to,
FIFTHI SDsndthrift Provision. No beneficiary shall have
the power to anticipate, encumber or transfer his or her interest
in tho nstato in any manner other than by the valid exercise of a
power of appointment, No part of the estate shall be liable for
or charged with any debts, contracts, liabilities or torts of a
benefioiary or subject to seizure or other process by any
oreditor of a bonefloiary,
SIXTH, Powers of Executor. In addition to the powers and
duUos afl f1Iay have boen granted elsewhere in this Will, but
subject to any limitations stated elsewhere in t.his Will, the
Executor shall have and exercise exclusive management and control
of the l'~Htilto and shall be vested with the following specific
powers ilnd discretion, in addition to the powers as may be
C]onerally conf'orred from time to time upon him by law:
(A) In tho management, care and disposition of the Estate,
tho Hlxecu tor sha 11 have the power to do all things and to execute
Buch doeds /lnd instruments as may be deemed necessary or proper,
ineludi ng the fallowing powers, all of which may be exercised
without order of or report to any Court:
(1) 'ro sell, exchange or otherwise dispose of any
property, real, personal or mixed, at any time held or
acquired hereunder, at public or private sale, for cash or
on terms, without advertisement, including the right to
lease for any term notwithstanding the periOd of the Estate,
and to grant options, including any option for a period
beyond the duration of the Estate,
(2) To invest all monies in such st.ocks, bonds,
securities, mortgages, notes, choses in action, real
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~.WILL AND TESTAMENT
OF
MARY ANN BADNER
PAGE 4
or improvements thereon, and any other property as the
Executor may deem best, without regard to any law now or
hereafter enforced limiting investments of fiduciaries,
except that the Executor may not invest in any securities
issued by the corporate Executor, or issued by a parent or
affiliate company of such Executor,
(3) To retain for investment any property deposited
with the Executor hereunder I except that the Executor may
not retain for investment any stock in the corporate
Executor, or in a parent or affiliate company of such
Executor,
(4) To vote in person or by proxy any corporate ~tock
or other security and to agree to or take any other action
in regard to any reorganization, merger, consolidation,
liquidation, bankruptcy or other procedure or proceedings
affecting any stock, bond, note or other security.
(5) To use attorneys, real estate brokers, accountants
and other agents, if such employment is deemed necessary or
. desirable, and to pay reasonable compensation for their
services.
(6) To compromise, settle or adjust any claim or
demand by or against the Estate and to agree to any
rescission or modification of any contract or agreement
affecting the Estate,
(7) To renew any indebtedness, as well as to borrow
money, and to secure the same by mortgaging, pledging or
conveying any property of the Estate, including the power to
borrow at a reasonable rate of interest,
(8) To retain and carryon any business in which the
Estate may acquire an interest, to acquire additional
interest in any such business, to agree to the liquidation
J.n kind of any corporation in which the Estate may have an
interest and to carryon the business thereof, to join with
other owners in adopting any form of management for any
business or property in which the Estate may have an
interest, to become or remain a partner, general r Ii i ed,
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LAST WILL AND TESTAMENT
OF
MARY ANN BADNER
PAGE 5
in regartl to any such bus iness or property and to hold the
stock or other securities as an investment, and to emplOY
agents and confer on them authority to manage and operate
the business, property or corporation, without liability for
the acts of such agent or for any loss, liability or
indebtedness of such business if the management is selected
or retained with reasonable care,
(9) To register any stock, bond or other security in
the name of a nominee, without the addition of words
indicating that such security is held in a fiduciary
capacity, but accurate records shall be maintained showing
that such security is a Estate asset and the Executor shall
be responsible for the acts of such nominee,
(8) Whenever the Executor is directed to distribute any
Estate assets in fee simple to a person who is then under twenty-
one (21) years of age, the Executor shall be authorized to hold
such property in Trust for such person until he/she becomes
twenty-one (21) years of age, and in the meantime shall use such
part of the income and the principal of the Estate as the
Executor may deem necessary to provide for the proper support and
education of such person, If such person should die before
becoming twenty-one (21) years of age, the property then
remaining in trust shall be distributed to the personal
representative of such person's estate,
(C) In making distributions from the Estate to or for the
benefit of any minor or other person under a legal disability,
the Executor need not require the appointment of a guardian, but
shall be authorized to payor deliver the same to the custodian
of such person, to payor deliver the same to such person without
the intervention of a guardian, to payor deliver the same to a
legal guardian of such person if one has already been appointed,
or to use the same for the benefit of such person.
(D) In the disbursement of the Estate and any division into
separate trusts or shares, the Executor shall be authorized to
make the distribution and division in money or in kind, or both,
regardless of the basis for income tax purposes of any property
distributed or divided in kind, and the distrihution and div on
made and the values established by the Executor shall e bi ng
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LAST WILL AND TESTAMENT
OF
~y ANN BADNER,
PAGE 6
and conclusive on all persons taking hereunder, The Executor may
in making such distribution or division allot undivided interests
in the same property to several trustH or shares,
(E) The Executor shall have discretion to determine whether
i terns should be charged or credi ted to income or principal or
allocated between income and principal as the Executor may deem
equitable and fair under all circumstances, including the power
to amortize or fail to amortize any part or all of any premium or
discount, to treat any part or all of the profit resulting from
the maturity or sale of any asset, whether purchased at a premium
or at a discount, as income or principal or apportion the same
between income and principa I, to apportion the sales price of any
asset between income and principal, to treat any dividend or
other distribution of any investment as income or principal, or
apportion the same between income and principal, to charge any
expense against income or principal or apportion the same, and to
provide or fail to provide a reasonable reserve against
depreciation or obsolescence on any assets subject to
depreciation or obsolescence, all as the Executor may reasonably
deem equitable and just under all the circumstances,
(F) If at any time the total fair market value of the
assets of any trust established or to be established hereunder is
so small that the corporate Trustee's annual fee for
administering the trust would be equal to or less than the
minimum annual fee set forth in the Trustee's regularly published
fee schedule then, in effect, the Trustee in its discretion shall
be authorized to terminate such trust or to decide not to
establish such trust, and in such event the property then held in
or to be distributed to such trust shall be distributed to the
persons who are then or would be entitled to the income of such
trust. If the amount of income to be received by such persons is
to be determined in the discretion of the Trustee, then the
Trustee shall distribute the property among such of the persons
to whom the Trustee is authorized to distribute income, and in
such proportions, as the Trustee in its discretion shall
determine,
(G) When the authority and power under this Will is vested
in two (2) or more Executors, the authority and powers are t be
held jointly by the Executors, A majority of the Executors y
"'-17Y3
LAST WILL AND TESTAMENT
OF
MARY ANN BADNER
PAGE 7
1'\
exercise any authority or power granted under this Will or
granted by law, and may act under this will. Any attempt by one
such Executor to act under this will on other than ministerial
acts shall be void. The action of one such Executor under this
Will may be validated by a subsequent ratiUcation of the act by
a majority of the Executors,
SEVENTH I Riqhts and Liabilities of Executor.
(A) No hond or other security shall be required of any
Executor,
(B) This instrument always shall be construed in favor of
the validity of any act or omission by any Executor, and any
Executor shall not be liable for any act or omission except in
the case of gross negligence, bad faith or fraud, Specifically,
in assessing the propriety of any Investment of the estate, the
overall performance of the entire estate shall be taken into
account,
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(e) Each Executor shall be entitled to receive reasonable
compensation for services actually rendered to my estate, in an
amount the Executor normally and customarily charges for
performing similar services during the time which he/she performs
the services.
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EIGHTHl Tax Elections, In determining the estate,
ipheritance and income tax liability relating to my Estate, the
Executor's decision as to all available tax elections shall be
conclusive on all concerned, If the Executor joins with my
spouse in filing income tax returns, or consenting for gift tax
purposes to having gifts made by either of us during my life
considered as having been made one.half by each of us, any
resulting liability shall be borne by my Estate and my spouse in
such proportions as they may agree, In accordance with IRe
Section 2632(a) and without regard to whether a Federal estate
tax return is actually filed, my Executor shall allocate so much
of the l"ederal Generation Skipping Transfer (GST) exemption
amount as will fUlly exempt any generation skipping trarlsfer
. which may occur under this Will.
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LAST WILL AND TESTAMENT
OF
MARY ANN BADNER
PAGE 8
NINTH I Definitions and General Provisions.
(A) Survival. Any beneficiary, including my spouse, who
dies within sixty (60) days after my death shall be considered
not to have survived me,
(B) Tl'USt Estate. "Trust Estate" means all assets, however
and wherever acquired, including income, which may belong to a
Trust at any given time,
(C) Children, Except for discretionary distributions which
may be made unequally among a group of persons and distributions
pursuant to a valid exercise of a Power of Appointment, in making
a distribution to the children of any person, the property to be
distributed shall be divided into as many shares as there are
living children of the person and deceased children of the person
who left children who are then-living. Each living child shall
take one share and the share of each deceased Cllild shall be
divided among his then-living descendants in the same manner. A
posthumous child shall be considered as living at the death of
his parent.
(D) Code. Unless otherwise stated, all references in my
Wlll to section and chapter numbers are to those of the Internal
Revenue Code of 1986, as amended, or the corresponding provisions
of any subsequent federal tax laws applicable to my estate,
(E)
genders,
includes
Other terms. The use of any gender includes the other
and the use of either the singular or the plural
the other,
(F) CBDtions. The captions set forth in this Will at the
beginning of the various divisions hereof are for convenience of
reference only and shall not be deemed to define or limit the
provisions hereof or to affect in any way their construction and
application.
(G) Powers of A'D'Dointment are Exercised, By this Will I
exercise any Power of Appointment which I may possess at my
death.
IN WITNESS WHEREOF, I, MARY ANN BADNER, the Testatrix, ave
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REV"'OEl<t(IH'll
COM~F~:ti~W~01~:~f-'1'1l'b~ANIA
HAnRIUa5~,~A 17131-0'01
/ (/. .J. 0 1. 5/
INHERITANCE TAX RETURN
RESIDENT DECEDF.NT
(TO BE FILED IN DUPUCATE
WITH REGISTER OF WILLS
";)~/tJ,)'1.~
I
DECEDENT'S NAME IlAST, FIRST, AND MIDDLE INITI'lI
Badner Mary Ann
SOCIAL SECURITY NUMBER
164.34.2289
I X 1, Orlglnll Return
~ ~ 0 4, Urr/tod Est.te
~ 0
K ! ~ [!] I, Decedenl Died Testale
l (Anaoh copy 01 W1IQ
04t.
07.
FOR DATU 0' OIATHAm/RUISI". CHiCKHIRI ': I
IFAaPOUlIAL' '.', l""""1' "
POViRTVCr.IOlTIaCLAlMIO 'L.:...J.' ", .'
FILE NUMBER
2194.0379
COUNTY CODE
DECEDENT'S COMPLETE ADDRESS
2114 Nantucket Drive
Mechanicsburg, PA 17055
VEAR
NUMBER
Cumberland
03.
o 5,
Remllndol' Return
(lor daloo 01 death prior to 12'13'82)
Federll Eat,te Tax
Return Roqulred
Totll Number 01 Salo Depoon Boxes
FUMe Intor..t Co"llromlse
(lor dat.. 01 death anO( 12'12-82)
Decedent Mllnlalned a Uvlng Truot
(Mach a copy 01 Truat)
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SIGNATURE OF PERSON RESpONSIBLE FOR FILING AETURt! ADDRESS
g b AU CORRESPONDENCE AND CONFIDENTIAl. TAX INFORMATION SHOULD BE DIRECTED TO:
R N NAME COMPLETE MAILING ADDRESS
II 0 Brid et M. Whit1.
E E
5 N TELEPHONE NUMBER
- T 717 255.8027
1. Real EstOIB (Schedulo A)
:L Stocko and Bonds (Schodule B)
3, Closely Hold Stock/Parlnerohlp Intor..t (Schodule C)
4. Mongag.. and NOI.. ROCOlVable (Schedule D)
5. Cash, Bank Doposlts & Miscellaneouo PerBOnal Propllf1Y
(Schedule E)
I, Jointly Owned Propeny (Schedule F)
7. TreMl... (Schedule 0) (Schedule L)
I. TOlal aro.. Asseta (10111 lines 1-7)
8, Funeral Expenses, AdJTjnlSl1allvo Costs, Miscellaneous
Exponses (Schedule H)
10, Debts, Mongage lJablllUes, lJons (Schedule I)
11, Total Doductlons (tolllllnes 9 & 10)
12. NOI Value of Estale (II no B minus line 11)
13. ChI/liable and Govern"",ntal 8oqu..'" (Schedulo J)
14. Not Valuo Sub t to Tax (IIno 12 mnusllne 13)
15. Aroount 01 line 1~ laxable at 6% ralo
(Include values from Schodulo K or Schedule M,)
II. Aroounl 01 line 1~ taxablo at 15% rala
(Include valu.. ~om Schedule K or Schodulo M.l
17, PrIncipII tax due (Add tax Irom line 15 and ~om IIno 16,)
15,Crodlts/Sp Povllf1Y Poor Payments Discount
O. 10 , 000 . 526
1e. II line 1818 groalO( Ihan line 17, ento( Ihe dlfferonce on IInol9, Thlo10 Iho OVERPAYMENT,
~ 0 lCheek ha" << you ara raquuUng a relllnd ., your oVlrplymenLI
20. II line 171s grealer than line 16, onlar lhe dltlorence on line 20, This Is Ih. TAX DUE.
A. Entor the Interosl on tho balanco duo on line 2OA,
B, EnlO( the 10tal 01 IIno 20 and 20A on IIno 208, This Is tho BALANCE DUE.
Mak. Cheek Pa able to: R. latl' 01 Willa A nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATlf <II <II
Und" pinelli.. 01 pttJuty, I dlel.llt 111&11 h..~. Ir.amln,d HII. IIlurn, 1nc:llJdlnglccomp.nVlng 'Chldul.. .nd .ut.m.nll, "no 10 thl but 0' my .nowllng. .nd b.~.I,lt l.lfU',
to",CI Ind campl'II.1 dlcla,. 1hl\11I ,ulu1&11 h.. t...n tlptHl.d <ru, mlrk" y_lu., O'c14rallon of prep.,., 011111 thl" Iht plt,onll rep,.unllUv,IS bu.d on.n Informallon 01
which pnp.,., hUlnykllOwl.dgl,
1 I,
(1)
(2)
(3)
(4)
(5)
Keefer, Wood, Allen & Rahal
210 Walnut, P. ,0, Box 11963
Harri9bur~, PA 17108.1963
99,055
None
None
None
182,582
(I) _
(7)
None
None
(8)
281,636
(e) __.ll, 341
(10)
916
(II)
(12)
(13)
(14)
12,257
269,379
None
269,379
16,163
(15)
269,379
)(.08 .
(16)
o X ,18'
o
(17)
16,163
InlO(osl
o
10 ,526
o
(11)
(Ie)
(20)
( 20A).
( 2OB)
5~
o
5,636
DATE
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Copyright lei ~'m IOllwII. only C"III p",
ADOREsa
Keefer, Wood A~len & Rahal
...............J.....................................
210 Walnut, P. 0, Box 11963
H~'rri~'bur'" . Pi.' .. i 'iios.:i963'....................
I' ~ /"'t}
FO'III~
Sollwa't,lllc.
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,
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
. , VII NO
1, Old decedtnt 1lIIk, a "I. lI1d:
L rlt"ntheUMorlnoomlotthaprOptf1ytraneferred, . , . . . , , . . , , , . , , , . , , . I , , , , . I . , "I' , . X
b. retain the right to dellgnlte who ehlll Ultthe proptl1y traneltITed or I18lneome, , . , , , , , . , , . , , . . , , . , , . X
0. rltaln I rev8l1lonlly lowee' or. . , . . , , I . , , , , . , , . , I . . . . . . . . . , , . . . , , . . . I . . . , , . , . X
cI. recefve the profTise for lite of eI1her p.ymenta, beneflta or o.,o? , , , , , , , , , , . . , , , , I , I . I , , , I . . . . X
2. ~ death OCC:UII'Id on or belole ~ 12, 1882. did decldent wtthln two Vllre prtl*llllfl deaUI
" trll'llfer proptlty v.1thoU1 receMng acllquete conslderlllon? n dellh OCCll".d Iner ~ 12,
1882, did lleoedInt tranetw property wtthln one year 01 death wtthout receMng ldequlle
cohltderltlon? . , , . , I , , . . . , , . . , . , , , , , . , , , . , I , I , , , . . , , . , , , , . , , , . . , , , , . . . X
3. Old~townln"ntrullll>~banklCOOuntlthilOrherdeall1?""""..."""..""."". X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
, .'
"
, "
, '
:O"~.MtoI1"1 fo,,,, lartwlllonlY' Clnt., PI.H aoftwarl, Ino.
'0'" ,1100 II,y, , '.11'
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LAS'l' WILL AND 'l'HSTAMEN'l'
Q!
MARY Mm BADNER
~O~t
I, MARY Mm BADNBR, now of 4114 Nantucket Drive,
Mechanicsburg, Cumberland County, Pennsylvania, do publish and
declare this to be my Last Will and 'l'estament, hereby revoking
all other prior wills and codicils made by me.
FIRST: FamilY Backqround and ADDointment of .Executor.
(A) FamilY and Backqround Information. I am a widow, my
husband, GBORGB BADNBR, JR., having passed away on March 12,
1993. My children arA BILLIS JEAN LUDWICK and GBORGB BADNER,
III, Throughout this will, BILLIE JEAN LlIDWICK and GBORGI
BADNER, III, will be referred to as "my chUdren". The word
"issue" will include my children as well as my other descendants.
(B) ADDointment of Executor. I appoint as my Executor and
successor Executor (all hereinafter referred to as Executor or
.. Executor (s) under this Will, the fOllowing named persons or
corporations to serve without bond and without being required to
account to any Court:
Exeoutor: My daughter, BILLIE JEAN LUDWICK.
Sucoessor Exeoutor: My son, GBORGE BADNER, III.
SECOND: Funeral and Last Illness ExDensesl Taxes.
(A) BxDenses of Funeral and Last Illness. I direct my
Executor to pay my funeral expenses and the expenses of my last
illness from my estate,
(B) Taxes. I direct my Executor to pay any and all estate,
inheritance, succession, legacy, transfer and other death taxes
or duties, by whatever name called, including any and all
interest and penalties thereon, imposed under the laws of any
jurisdiction by reason of my death, upon or with respect to any
and all property included in my gross estate for the purpose of
such taxes, whether such property passes under or outside of this
Will, out of my residuary estate, without being prorated or
apportioned among or charged against the respective devises,
legatees, beneficiaries, transferees, or other recipients of
such property or charged against any property passing or wh
'?nA
,.. '\
I,
~ST W;LL AND TISTAHBNT
Ql
MARY ~ BAnNBR
PAGE 3
may have passed to any of them. The Executor shall not be
entitled to reimburs~nent for any portion of any such taxes from
any such person,
THIRDl Tanqible personal Prouerty. Except for those items
excluded below and those items enumerated in the Letter of
Instruction, I bequeath to my children, BILLIB JEAN LUDWICK and
GEORG! BADNER, III, livinq at the time of my death, all tangible
personal property, including but not limited to clothing,
jewelry, heirlooms, furniture, personal effects, motor vehicles,
and all other similar articles, which I own, and the insurance
thereon, to be divided between them as they may select in as
nearly equal shares as is practical. If either or both of my
children do not survive me by sixty (60) days, I leave such
tangible personal property to the issue of the predeceased child,
per stirpes, If there is any disagreement as to distribution, I
direct my executors to make such distribution. The decision of
_. my executors shall be final and binding. Any items not selected
or any items which my executor considers unsuitable for my
children may be distributed or sold in the sole discretion of my
executor and, if sold, the net proceeds therefrom shall be added
to the residue of my estate, Tangible personal property shall
not include: (1) any and all property used by me in any
business, (2) cash on hand or on deposit in banks, (3) stock or
securities, (4) any type of evidence of indebtedness, and (5) any
life, health or accident insurance pOlicies.
Notwithstanding any other provisions in this Article THIRD,
I may leave a separate, dated and unsigned Letter of Instruction,
which I shall place with my Will, containinq directions as to the
ultimate disposition of certain of the property bequeathed under
this Article THIRD, and such Letter of Instruction shall
determine the distribution of such items.
FOURTH: Residuarv Gifts.
(A) I give, devise and bequeath all the rest, residue and
remainder of my estate, of every kind and character, real,
personal and mixed, tangible and intangible, and wherever
situated, inCluding any lapsed or renounced legacies or devises
(and inCluding any property over which I may have a power of
appointment), in equal shares, to my children, BILLIE JEAN
'ThA
I,
"
\,
0'
~~T"XLL ~ TIST~
IWI.Y ANN BlUlNI!l8
P~ql. 1
LODWICK and GBORG! BADNBR, III, per stirpes.
(8) piatributions Durinq Administr!tion. Prior to final
distribution of my estate, the Executor, in his discretion, may
make partial distributions to one or more beneficiaries or
Trusts. As a consequence, the Executorship and any Trusts
created under this Will may exist contemporaneously. A
distribution may be made subj ect to any indebtedness or liability
of my estate,
PIPTHI Scendthrift provisiog. No beneficiary shall have
the power to anticipate, encumber or transfer his or her interest
in the estate in any manner other than by the valid exercise of a
power of appointment. No part of the estate shall be liable for
or charqed with any debts, contracts, liabilities or torts of a
beneficiary or subject to seizure or other process by any
creditor of a beneficiary.
SIXTH. Powers of Bxecutor. In addition to the powers and
duties as may have been qranted elsewhere in this Will, but
subject to any limitations stated elsewhere in this will, the
Executor shall have and exercise exclusive manaqement and control
of the Estate and shall be vested with the followinq specific
powers and discretion, in addition to the powers as may be
qenerally conferred from time to time upon him by law:
(A) In the manaqement, care and disposltion of the Estate,
the Executor shall have the power to do all thinqs and to execute
such deeds and instruments as may be deemed necessary or proper,
including the fOllowinq powers, all of which may be exercised
without order of or report to any Court:
(1) To sell, exchanqe or otherwise dispose of any
property, real, personal or mixed, at any time held or
acquired hereunder, at public or private sale, for. cash or
on terms, without advertisement, includinq the riqht to
lease for any term notwithstandinq the periOd of the Estate,
and to qrant options, includinq any option for a periOd
beyond the duration of the Estate.
(2) To invest all monies in such stocks, bonds,
securities, mortqaqes, notes, choses in action, real
~
Im.. 'P. a. .
,,,,,,---,-.-..,,,,.. "... ".." '''''T
I,
.'.
'-/"'r'A
LlS'l' WILL AND 'l'ISS'l'~
..Ql
HMY Afm JW)lql~
UGH "
or improvements thereon, and any other property as the
Executor may deem best, \'Iithout regard to any law now or
hereafter enforced limiting investments of fiduciaries,
except that the Executor may not invest in any securities
issued by the corporate Executor., or issued by a parent or
affiliate company of such Executor,
(3) To retain for investment any property deposited
with the Executor hereunder; except that the Executor may
not retain for investment any stock in the corporate
Executor, or in a parent or affiliate company of such
Executor,
(4) To vote in person or by proxy any corporate stock
or other security and to agree to or take any other action
in regard to any reorganization, merger, consolidation,
liquidation, bankruptcy or other procedure or proceedings
affecting any stock, bond, note or other security,
(5) To use attorneys, real estate brokers, accountants
and other agents, if such employment is deemed necessary or
desirable, and to pay reasonable compensation for their
services.
(6) To compromise, settle or adjust any claim or
demand by or against the Estate and to agree to any
rescission or modification of any contract or agreement
affecting the Estate,
(7) To renew any indebtedness, as well as to borrow
money, and to secure the same by mortgaging, pledging or
conveying any property of the Estate, including the power to
borrow at a reasonable rate of interest,
(8) To retain and carry on any business in which the
Estate may acquire an interest, to acquire additional
interest in any such business, to agree to the liquidation
in kind of any corporation in which the Estate may have an
interest and to carry on the business thereof, to join with
other owners in adopting any form of management for any
business or property in which the Estate may have an
interest, to become or remain a partner, general r li i ed,
.,.~, .."... ,.. ,..,..~.-...-".. "
"
. ~qT "I~ AND '1'1I~'r~
Ql
MARY ANN !WINER
PAGR 5
in reqard to any such business or property and to hold the
stock or other securities as an investment, and to employ
aqents and confer on them authority to manaqe and operate
the business, property or corporation, without liability for
the acts of such aqent or for any loss, liability or
indebtedness of such business if the manaqement is selected
or retained with reasonable care.
(9) To reqist.er any stock, bond or other security in
the name of a nominee, without the addition of words
indicatinq that such security is held in a fiduciary
capacity, but accurate records shall be maintained showinq
that such security is a Estate asset and the Executor shall
be responsible for the acts of such nominee.
(8) Whenever the Executor is directed to distribute any
Estate assets in fee simple to a person who is then under twenty-
W'w one (21) years of aqe, the Executor shall be authorized to hold
such property in Trust for such person until he/she becomes
twenty.one (21) years of aqe, and in the meantime shall use such
part of the income and the principal of the Estate as the
Executor may deem necessary to provide for the proper support and
education of such person. If such person should die before
becominq twenty. one (21) years of aqe, the property then
remaininq in trust shall be distributed to the personal
representative of such person's estate.
(0) In makinq distributions from the Estate to or for the
benefit of any minor or other person under a leqal disability,
the Executor need not require the appointment of a quardian, but
shall be authorized to payor deliver the same to the custodian
of such person, to payor deliver the same to such person without
the intervention of a quardian, to payor deliver the same to a
leqal quardian of such person if one has already been appointed,
or to use the same for the benefit of such person.
(D) In the disbursement of the Estate and any division into
separate trusts or shares, the Executor shall be authorized to
make the distribution and division in money or in kind, or both,
regardless of the basis for income tax purposes of any property
distributed or divided in kind, and the distribution and div on
made and the values established by the Executor shall e bi nq
~
"
I,
LAST "ILL AND 'l'BS'1'~
.2l .
HUY ANN IlAD~B~
PAGB 6
and conclusive on all persons taking hereunder. The Executor may
in makinq such distribution or division allot undivided interests
in the same property to several trusts or shares.
(E) The Executor shall have discretion to determine whether
items should be charged or credited to income or principal or
allocated between income and principal as the Executor may deem
equitable and fair. under all circumstances, incJ.udinq the power
to amortize or fail to amortize any part or all of any premium or
discount, to treat any part or all of the profit resultinq from
the maturity or sale of any asset, whether purchased at a premium
or at a discount, as income or principal or apportion the same
between income and princip.:ll, to .:lpporti,on tho ~alCD prico of an:,'
asset between income and principal, to treat any dividend or
other distribution of any investment as income or principal, or
apportion the same between income and principal, to charge any
expense aqainst income or principal or apportion the samEl, and to
_'. provide or fail to provide a reasonable reserve against
, depreciation or obsolescence on any assets subject to
depreciation or obsolescence, all as the Executor may reasonably
deem equitable and just under all the circumstances.
(P) If at any time the total fair market value of the
assets of any trust established or to be established hereunder is
so small that the corporate Trustee's annual fee for
administering the trust would be equal to or less than the
minimum annual fee set forth in the Trustee's regularly published
fee schedule then, in effect, the Trustee in its discretion shall
be authorized to terminate such trust or to decide not to
establish such trust, and in such event the property then held in
or to be distributed to such trust shall be distributed to the
persons who are then or would be entitled to the income of such
trust. If the amount of income to be received by such persons is
to be determined in the discretion of the Trustee, then the
Trustee shall distribute the property among such of the persons
to whom the Trustee is authorized to distribute income, ~nd in
such proportions, as the Trustee in its discretion shall
determine.
(0) When the authority and power under this Will is vested
in two (2) or more Executors, the authority and powers are t be
held jointly by the Executors. A majority of the Executors y
l...f'h?J
.'
LAST "ILL ~ TEST~
Ql
~ ANN BAnNER,
PAGE 7
exercise any authority or power granted under this Will or
granted by law, and may act under this Will, Any attempt by one
such Executor to act under this Will on other than ministerial
acts shall be void, The action of one such Executor under this
Will may be validated by a subsequent ratification of the act by
a majority of the Executors,
SEVENTH I Riqhts and Liabilities of Executor.
(A) No bond or other security shall be required of any
Executor.
(B) This instrument always shall be construed in favor of
the validity of any act or omission by any Executor, and any
Executor shall not be liable for any act or omission except in
the case of gross negligence, bad faith or fraud, Specifically,
in assessing the propriety of any investment of the estate, the
,', overall performance of the entire estate shall be taken into
account.
(C) Each Executor shall be entitled to receive reasonable
compensation for services actually rendered to my estate, in an
amount the Executor normally and customarily charges for
performing similar services during the time which he/She performs
the services,
I!lIGH'l'l11 Tax Eleotions. In determining the estate,
inheritance and income tax liability relating to my Estate, the
Executor's decision as to all available tax elections shall be
conclusive on all cvncarned. If the Executor joins with my
spouse in filing income tax returns, or consenting for gift tax
purposes to having gifts made by either of us during my life
considered as having been made one-half by each of us, any
reSUlting liability shall be borne by my Estate and my spouse in
such proportions as they may agree. In accordance with IRC
Section 2632(a) and without regard to whether a Federal estate
tax return is actually filed, my Executor shall allocate so much
of the Federal Generation Skipping Transfer (GST) exemption
amount as will fully exempt any generation Skipping transfer
which may occur under this Will.
~
"
.'
~s~ "XLtl AND '1'HS'1'AMBN'l'
Q!
MARY ANN BADNER
L~
NINTH I Definitions and General Provisions.
(A) suryiVa!. Any beneficiary, including my spouse, who
dies within s xty (60) days after my death shall be considered
not to have survived me.
(B) Trust Esta~. "Trust Estate" means all assets, however
and wherever acquired, including income, which may belong to a
Trust at any given time,
(0) Children. Except for discretionary distributions which
may be made unequally among a qroup of persons and distributions
pursuant to a valid exerciDe of a Power of Appointment, in making
a distribution to the children of any person, the property to be
distributed shall be divided into dS many shares as there are
living children of the person and deceased children of the person
who left children who qre then-living, Each living child shall
'"_ take one share and the share of each deceased child shall be
divided among his then-living descendants in the same manner. A
posthumous ohild shall be considered as living at the death of
his parent.
(D) Code. Unless otherwise stated, all references in my
Will to section and chapter numbers are to those of the Internal
Revenue Code of 1986, as amended, or the corresponding provisions
of any subsequent federal tax laws applicable to my estate.
(H)
genders,
includes
Other terms. The use of any gender includes the other
and the use of either the singular or the plural
the other.
(F) Caotions. The captions set forth in this Will at the
beginning of the various divisions hereof are for convenience of
reference only and shall not be deemed to define or limit the
provisions hereof or t.o affect in any way their construction and
application.
(G) Powers of Aooointment are Exercised. By this Will I
exercise any Power of Appointment which I may possess at my
death,
IN WITNESS WHEREOF, I, MARY ANN BADNER, the Testatrix, ave
~
" .
A..'.3ETrLEMENT STATEMENT
U,s. Dlpartmlnt of Hauling
and Urban Dlvllopmlnt
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O._ondAdcho.oI_ e._ond_oI_ ,. _ "'" AddrIo, 01 LondoI
SIndra A. Creighta1 Illute of Mary II, Badner D1uph1n Oep:>8it Bank
ani Tru8t Cl:X1pOny
P,Q. IlaK 4644
1lurllbJrg, PIl 17111
a. PnlpIrty looIlIon H, _I Aoonl
4114 Nantucket Drive 'I'T'l'Il1. ".,
Mechan1l:1lllurg, PA 17055 ""...1_, I. BttIItmtnI
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'ii' Funeral Home, Inc. F ~(1-4 ~
STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED . i q..J
~ art ont, ,.lhoM 11.1'" 'hi' '" ..-d. tr Wt .rt requlrtd h, I.. to Me an, U...... WI will..plaln In .rUIII, be"'-. C'l'
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f} I I, j ~ " ,., ",' to
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tl)mt AcldrtM ---"11, IMlte,
A. ClHAIIOI FOR 8IRVlCts 811.ICTlIl1 OIher .Io<hlnr 'i (. J ' ::'
I. PROB8!IIONAUIRVlCIII
801"1<oo oIr.....1 OIro<I<>rnlU""..,...............I 1.-!." .
&l1'lbtlmln, .."..",,,....,,........,,,.....,,,..,,,..,,,..,,,,,,,,... ~ I
OtMr Pf91Nlr.Uon Ootbod,
roTAL or PR0Ft8810NAL 8ERVlCES,
rAClLrMIII AND Al1l'OHOTIVI
EqUlPMIrrl' ......""...........".."................,.........."...."'",A 1..u.!I..!' 8UMMARYOr C11AROa
A, f'TQ(...lonaIStrvlCltt, radltUM .nd , ,
B. ~~~~~~:~~,~~~~,~..~~~,~,~,~.~.~.::::::::::::::::: ~tr,1g ,.
C, Spod.1 ell..... ."..."."..."..""""""""""""""""",,,,1 '-
D, Cuh Ad"",""""""..""" ",,,,,,,,,,,,,,,,,,,,,,,,,,,..,,,,,,,,I:::J2}' L'; "
roTAl. or ALL 811LECTIONR """..""""....,,,.......,,,,,,..,,,.l2.Li.1
PAID ATTlME or OR PRIOR TO
ARRAHOElf1I:fmI...""",,,,,..,,,,,,,,.,,,,,,,,,...,,,,,,,,,,,,,,,,...,,,,,I__
RALANCE DU1:".....,""""."""'''''''....,...'''''''''''''''''''"".......I_
/"
RF.A80N FOR EMRALMINO I
~I \ (/,t'~.J IJ(
lr .nyl.w, tlm.tl"., or ertml&lory ftqulumln'- hI" requlrtd 1M
PU!'(hIM or .ny!)r lh. IIAml ll.tId .oon 1M II. Of' nqulrtlMnt.ll.
upl.lnedbtlow,
(,4' ,11" I.J /; .l'Ir,;.., ^ , r ...JL.lL IL
I.A~f , ~l L t" I~" , All A...
!
\
,..,''''''''''''"..,''',."''''',..,'''''"...."......,,...,''''''''''''''',..~,I
ItIII- TOTAL or P80Ft88IONAL IIRVlCIII """"A I....!.=!
L FAClLrMER AND EqUlPME"'"
UM oIr..mUto!or tltwl'l
1\\~\OUonIW.k.I""""",..,''''"..,'''',..,''''''''',,,,..,,.1 ~ I
U.. offedUU.. t'of tunml C't!'lmon,...,..,..",..,,,,I ~1J..4..'
U. ulldrnlnlllflU\'I ''''', fttlplkln
.rtU'nd.fT.f\It1Mnll'OOft\.,.."...,..,"..,,,,,,,,....I..:!..}:LrI
U..ot PrtpertUon rootn".."..".."..""....,.."""""I.t:.A' ,
0tMr UMI 0( f.rillON
""...."""""""...."" ,,,,,,,.,,,,,..,,,,,,,,,'....,,. """""""ILtLlI.
8t111-TOTAL or rAClLrrn:lWqUlPMErrl' "".""".A2.~ f ,
L AVTOMlYI1VI EqUlPMErrl'
Vlhle" to u.n.r., !'1m. In. ~ runml Home,
tAetl.......".,....,..""..,,,....,,,,..,,,,,......,,,..,,,",,.......,,. ~ I
Htll'M IC..kel c.rhl
'-I,,,,,,,,,"'"..''''''''''''..,..''''''''''''''....''''''''' ..",,,,I~ll,
l.lmoutlne
1M<1....".."",,,,,.,,,,,,,,,,,.......,,,,..,,"'..,,......,,..,,. ""I..LIL." ,
,...U,CI,
1M<1......"'""""..""...."".""""..,,,,,"'.............,,,,..I..:=.
F1owt. tlf of nonl dllpclllllon
a-I"............""""'".......""'"",..".",..,..."""",,,,IJ.JJ/ l,
lA.detrltlltlJ'ur
1M<1."""....,,, "'..".""..""'"..,,,..,,,,,.,,,..,,..,,,..,,,,,,. .J:r.r /,
e., IV pallbelrtn 1
a-I".."..".....""""""."',.""""...".."...".."..,,,,..,,I~
Ou\ ottown UIl'llportIUon"'''''''''''''M'''''''''''''' .I---=-
1-,,-
.-=-.
8\18oTOTAL OF Al1l'OllOTlVl tquIPMIHr""",.A3I.-::.J,J,< I
8. CHAROe FOR IlERCllAND18E 8ELECTED. _ "'-
C..k" """..dd,rr:~"I!"''''''''''''''''''''''''''l ,,1.2.Zfo~
'OttnipUonl_~' .~. J .
~,
Othtr ReclpL.cI. .,..,.1",'...."""''''...,..'''..''....",....1_
IDttcripUonl
Ouw, burlll ffi!lIIM' "",,,J,',:':,.IA,,,n.....l.,,,,,. /,1f (J,
IOnmpUonl
Aeknnwl.d'lmlnl urcil """",,,.,,,,,..,,,,,,,,,..,,,,,,,t -Lt.!,1 '
RtMi"tt hookl.I",..""......."",......,,,..,,,,......,,,,,..... J:,: ,J I I
M.rnGt)'rold...""",,,,,,,,,,,,,,,,,,,,,,,,,,.....,,,,,..,,,,,,,,....t..t:.!'
Prly..(lIrd...,""..,,,.......,.,,,..,,..,'''''''',,..,,..,,....,,,,I~
r.mpllrtry If'VI ",.,kl' .."..""..,.."....,.."......,,,.1..:..-
Buri.lcJol.hln'...."..""..,,,.,,....,,,,,,.....,,......,,..,,,,,,._
1-
C""'llJon um ...""...""..,..""..'''''''..'''''''''''''''..''.-
IDoomplio!ll_
OTItES
1_
._- "Jj," ,,//
roTAL MIRCIlAHDIBIi BliLlCTID"""""".""""..,8 I.U-!:
0, 8PICIAL ClHAIIOIllo
r.....rdln'01 "m.INlto
1_
'f'unertIHomll
~lrin.oI..m.ln.from
1_
Irunertl Home)
lrnmtdl.tt Duti.1 """'''''''''''''''''''..''''''''''''''..'''''._
D1rtd Cnm.Uon.....,,,...... "'" ""'''''...."........."..._
..,..'''''''......'''''''''..,.......''''''''''''''''."..'''''''''......."...-
8UB,roTAL or 8PIC!AL 81RVlCIR ..."........"."""D 1_
D. CMIt ADVANCID
OpInln, Ol'l........"..".,'''''"....,..,......."."'''''',,.,'',.~ .1
c.mtll". Equlpnwn' ......,,,,,,,,,,,,,,,,,,,,,,,,,....,,,,,,,1 ~
Lol.nd Dood """.".....".""""'''.''''.''''''.....""."..,1_
N.w.,.pI.N~l.ottl...""'''M.....'''''',..."....."I_ '
N...,.pt. NoUee.Ou&<<.'I'own "'...."...,..",......1_
ToI.phont. ToI<tn...,,,..,,"""...........,,.,,,........,I_
Alrf...,.............."""''''..''''.''''''''.-..''.....I''..''..",I-
Cltf'l)'lM... Oft'trin.,.....,,,'..,,..,f....!,/!r,;..-?.."'..._
I J~~~=~~.~.iJ;';'ih'C;';;;ji;~::':::::::::TI "'I
P~I..Eoooc;.."......"."....".."..",..""".."...........,,,I,__
now.n"",..,,,,,..,,....,,,,.,"'''''''''''''''',...,,.....,.,,.,,,..I~. "',',
Vaul' BtMtI Ch."...""....."""""...""'.....",...."I_
.-
I_
I_
I_
I-
1_ /er.'
8\1BoroTAL or ADVANCES """".."".........""'"...."",D ..I.L!.
,...,
""
I h'flb)' ''''" 'hill h.v. lumlntd 'hi .lww. .,,,lId 111m. .nd found 'h.m to be NfT'I(& .nd .C'tOrdlnllo 'h, .mn..mlntt l'tClIMILlcl,ncll
"'flby Mknowltd... ft('flp\ till ('tIpy ofthl. m.mor.ndum.nd ."...rnlnL 1 hl"by rtplta.nt th., I h'~.'t1"tn' ....LlI".lIyn.lI.ble for
payment rtf,ht 'lth pritt .nd h.flbY'1f" .nd cov.n.ntjolnlly.nd IIv.,.lly (.0 mike plymtnl of. I ..Ilk!n ---.:.L;.. d.y..
AlitA th.,.. o( ---L- plr mnn\h .mountjn. to ---L.l.. ptr Yllr 1..ppU.d lIllM unpaid b.l,"u hlo,innln, __:!J... d.,. from .....
dati or3f2hl' . mini Any .6ItIUon.1 Nm<<1 0' mlreh.ndt.. ordt..d or ~Utlltd Il\t. thl d.", of Ihl'l(T'Mmtn' will be CON~1'Id ,.n 61
Ihll'I"""'rl 1M fftl' \M1'\'01 III bt nnK1.td on 'hi nn.I .t11t1mtnl. ,
IS..II ,I,' . r t ,{. 1 f' C;(, , '(I I 1./ )' Y
I I\l!'(h"~~ m.tll
IRIo.II _ < . I i ( '"./
---lrll,(hllfWrl U.lrtnNd runtr.ll)lrllttMl
l'I'Wl_,..,._"_II~""..,~... WlIml,'_.l'''...w ,.u..o..'-'l"","- I'fH1C.C__
'...,11IIII
, -'"" - .-"
,....... .
INSCRIPTIO/ol ~ROeR FORM
" ',.1
. ' .. .' i,',g;.~el i
M~~~,~!,~LS j
5243 Simpson Ferry Road, Mechsnlcsburg, PA 17055 · (71 766.5622
CEMETERY -Ii ~(hnl''7 if :: ')tAt'1/' I LOCATION
NAME OF DECEASED - -ff) d 7 H n "1
LETTERING REQUIRED: ,-
....
l'
1\
.'
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0:,'"," '~~.r
;;:~.:,~ '~:.
, ;-/'::,
ORDER NO, ,; .1.~.
3668 B1 '\'::;
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FAMILY NAME MEMORI~L /3tpd J1 ~C IND, NAMES ON MEMORIAL rJ~<,:,> Y'(=' - ~ :!,
TYPE OF MONUMENi].- 6::: 11 COLOR OF GRANITE r. .' I
LOCATIO~: DRAW A PRECISE M 0 OCATION OF M~ORIAL ON CEMETERY (Use back 01 worD er copy il necessary)
r Go '''' (1 A" efcy 'i o../",,~ ~Yed pY< (. k S fyee+: cc
)eC t-IVv1 b,e i ortl MaC!~ l' '(;(] ht-.tJffl~ ~~a- 'Ty~es...
. \:.
,
SOLD BV
L
- I
/ 17o(C
UPON EXAMINING THE ABOVE INSCRIPTIONS, ;IWE THE LNDERSIGNED, FIND THE SPELLING AND DATES TO BE
CORRECT, THE WORK WILL BE COMPLETED AS IT IS ACCUMULATED, NO SPECIFIC COMPLETION DATE IS
GUARANTEE.9,'. ,", .- t hJ,I0Ct'()~
SIGNED)Glli I (~I....+ < .Ii' ,r{ I L '.'(/./( SIGNED ~ t ~ _ CO
. PRICE /Ill [,...y $ 7~ -
DEPOSIT~6' $ 7(' ~
BALANCE DUE (}.))~ ~
DATE ENTERED ~
CUSTOMEq COPY
,
DATE OF ORDER ':/- ')cJ' 9d. .
ORDERED BY __~ SC/lN>l~)
PHONE * (-) 73)-6~39
B
BRANCH
f)
,:
, ..
ftIY.1I11lK+ 110-'"
BaTATI! Of'
COMlIRM~~4\\\WJYbYANIA
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE L1ABlllTlt!S AND LIENS
Mary Ann 8adner SS~ 164.34.2289
ITEM
NUMBER
1
'.
10
11
04/15/1994
DESCRIPTION
Andrews, Patel, Conroy &
Assoclates, P,C., flnal
medlcal
2 A. Z. Rltzman Assoclates,
final llIedlca 1.
3 A. Z. Rltzman, flnal medlcal
4 8ell Atlantlc Corporation,
.PA, telephone bl11
5 Home Paraaount, pest control
at reddence
6 Pennsylvanla Amerlcan Water,
water servlce
7
PA Power & Llght, electrlc
servlce
'.,...L...._........__
flU! NUMBER
2194.0379
AMOUNT
54
30
30
219
"
, 42
"
.. 22
86
39
.I'
350
'\,
23
20
i
i
I
\
I
I
~
8 Sammons Communlcatlons,
cable servlce
9
Susquehan~ Surgeons, flnal
medlcal
, "
'." ,
.
TOTAL Also enllll' on line 10, Reo Il\IlatJon
(If more Ipace 18 needed, Insert additional sheela ol.ame size,)
Co,YJI,ht(OI1l'1 to,,,, laftwlf. only Clnt., Plte. SoUw.,., Ino.
UGI, Inc" gas servlce
West Shore Pathology, flnal
medlcal
--
.
9l!.,
For.. 1&00 Schodul. ItR", 1-1'1
, o.
~IV. '''SIX' 1""1
I!8TATI! 0fI
COM~lrcfl4\W.W~AM~
SCHEDULE J
BENEFICIARIES
Mar Ann Badner
ITEM
NUMBER
'.
ITEM
NUMBER
ss~ 164-34.2289 04 15 1994
NAME AND ADDRESS OF BENEFICIARY
A. Tuable 1lequ8l1l:
1 Billie Jean Ludwiok
101 Polk Drive
Bi1ox1, I1S 39531
2 George Badner III
2301 S, Southeast Blvd, Apt, 1
Spokane, WA 99203
NAME AND ADDRESS OF BENEFICIARY
B, Charitable and Government., llequesl8:
-...... ,.
...'.."........-......'.....-....,................." ,'~
FILE NUMBER
2194-0379
RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
"
Daughter 1/2 Tsngibles"
Res idue
Son 1/2 Tangibles &
Residue
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND QOVERNMENTAL BEQUESTS Also eol81 on "no 13 Reo /tulallon
(It more llfl108 10 needed, IMeIt addl1lonaJ sheel8 01 same me.)
cO"~lIftt(c) 1"1 form 10'1"" onIyC.nt., Pile. Softwa", lno.
.
-.J!..
101m 1100 8'h'dul, J I~", 2<171
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COMMONYiEAL'l'H OF PENNSYLVANIA 1,
COUNTY OF <<Iua~ J
CY
SII
3i11i.9 JOHn [,lldw.ick
_~ 'itA
~a.~~
~~~
My Commission r:xplros Mny 25,1998
being duly sworn __ according 10 law, dopolol and laYI Ihal sh. '_'_
is tho EXoclltdx _____ of Ih. Ellale 01 Mllry Ann 3ndnor _
I I f Illlmj>don 'l'OWllShi(> C bid C t P d d d Ih I Ih
· e 0 -- '"'-""" '''. -. .. --... "-_._ __..__, um er an oun y, a" eceue an a e
within Is an In.enlory made by -!J!p EXOC\l.tJi,x __ ____, the s~ld hpi ng
of Ihe enlir. eslale of laid decedenl. conlilllng 01 alllhe personal prop.rty and real eltale, excepl real ulale outside
Ihe Commonweellh of Pennsylvania, and Ihal Ihe ligurel opposite .ach Item 01 Ihe Invunlory reprelenllt'l lelr .alue
II 01 Ihe dole of decedenl's death. ,:.;, C)- . ,./J" . " ,
ILl ( ('L ; tl,' ': ':lite/It ',I'. f!.."
-- and lublcribed belor. me, . I:. , .
. 'L,U/6.dJ.L.J./.
Eucufot . Aclmlnhfttlol
Bi11in JOlin LUdwick
101 Po.1k Drivo
&i~i-rllO ) ':l:; ) 1
----...,~------~-
--~---
vrIQQ4_
~._"'--
----
Addr."
""-'-----...,-
Dale of Oealh
1 5
O'Y
^pri 1
Month
1994
v..,
--..--
INSTRUCTIONS
I, An Invanlory must be flied within Ihree monlhl alter appointmenl 01 perlonal reprOlentall.e.
2. A lupplemenl Inventory mUlt be liled within thirty daYI 01 dilcovcry of addlllonal OIIeh.
3. Addill.nal sheeh may be athchod 01 10 personally or r.alty
4, S.. Arllcle IV, Fiduciaries Acl of 1949.
01
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Inventory 01 the real and personal estate 01
Mllrv Ann !llldllOl'
deoeased
-
Inventoi'y I\s per /lttllched
136,79 .94
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IlIVEIlTORY
Estate .of I
Date of Death 1
County I
........ .. .. .. .. .. ... .. .. ....,~..... .. .. ... .. .. .. .. .. . .. ~ ... .. ... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ... .. .. .. .. .... .. ... .. .. .... ..
...... .. .. ...... ,"
Kal'y linn Oadner
IIPl'il l5, 1994
Dumber land
Cashl
l DefensE' IIctivi ties Federal Cr edit Union lIooount 55,57
'62699-00
2 Defense ActivitiE's Federal Credit Unilln lIooount 0.07
162699-00, aoclued interest
3 Defense Activities Federal Credit Union IIcoount 2,3l9,66
182699-11
4 Defense Activities Federal Or edit Union lIocount ~,52
'62699-11 , accrued intereat
5 Defense Activities Federal Credit Union Account 21,326.00
'82(,99-05
Ii Defense Acti vi ties Federal Credit Union Acoount 30,47
'82699-05, accrued interest
.............---.........-
Subtotal 23,736.29
Kiscellaneous Personal ProperlYl
13,500.00 '
7 1993 Buiok Century, Vehicle Identification
'304110541l4PG614868
6 Tangible Personal Property (household furnishing
and personal effects)
500.00
............................
Subtotal
14,000.00
Really I
,
,
9 ResidenoEl located ut 4114 Ilantucket Drive,
Cumberland County, Keohanicsburg, PII., valued per
the purohase price, leBs expenses of sale (see
attsohEld SetllElment StatElmentl
99,054,65
.............................
Subtotal
99,054.65
-1-
"
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r
INVENTORV
,\
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Eltat. of, Hary Ann,aadner
Dat.ofDeath, 'April 15, 1994
County, (lUlllberllnd,
' , J", , "
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"
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, ~~6, 790. 94',
" 01
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Total Inventory
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RECEIVED FROMI
ACN
ASSfSSMENT PI'
CONTROL IiIlI
NUMBER
AMOUNT
i
&
WHITLEY BRIDGET M
KEEFER,WOOD,ALLEN & RAHAL
P. O. eox 11963
HARRISBURG PA 17108
101
'15,636.00
ESTATE INFORMATION,
!II I NUMBER
U e 1-1994-0:1')19
EJ NT IlAST}
II --'1BBY ANN
B
COUNTY 11 Ii 1,.,.
~
SSN 164"34-aSS9
II S M
'-
4/1lt/9~
REMARKS
BILLIE JEAN LUDWICK
m' TOTAL AMOUNT PAID
'15,63",00
SEAL
CHEf.:I<4I lS?
RECEIVED BY
REGISTER OF WILLS
-.::.- - - ~-- - ~ - ---,--. -,- -::- - ~ -- - - - -- - -- '---; -- - -- -- _..J
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/REV-1547 EX AFP (08-94*
)/ CD>1HtJNNEAllH Of PENNSYLVANIA ACN 101
DEPARTHENT OF AEVEHlJE NOTICE OF INHERITANCE TAX
aUREAU Of INDIVIDUAL TARFS APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
~mi.:~~~:lpA 11121-0601 OF DEDUCTIONS AND ASSESSHENT OF TAK DATE 01-30-95
ESTATE OF BAli'N~R A FILE NO. - Q'3fg
DATE OF DEATH 04-15-94 COUNTY CUMBERLAND
NOTE, TO INsURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAK
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAyABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
~
BRIDGET M WHITLEY ESQ
KEEFER ETAL
PO BOX 11963
HBG PA 17108
REGIST~M WILLS
CUMBERL!ND' CO ~URT ~~E
CARLISL~, PA 17013',,~
" c, ,j
"
i.
Anou RI.ltt.d.
f'-J
0',
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CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS" ..... '\~ ' :
REV: i i.-it"?" iif ""FjI- - i 0 s-: 94'1" NOlI Ii E' 'oF' i"NHiiif;: ANCE - T"AX' iiP'piiA"f siMi Nl';'" L. "t.-OWANC E]ri.... ~~ .~:". -. -. --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT o~fiix L
ESTATE OF BADNER MARY A FILE NO. 21 94-0379 ACN 101 DATE 01-30-95
TAX RETURN WASl I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1, Rill E.t.t. (Schldull A I III
2. Stock. .nd Dondl (Schldull DI 121
5, Clo,"ly H.ld stock/Portnlr.hlp Intlrl.t ISchldul. CI IS)
4. HortalOII/Not.. Rlcllvlbll ISch.dull 01 141
5. CI.h/Blnk DIPollt./HI.o. Plr,onll Proporty ISchldul. EI IS)
6. Jointly Own.d Property ISch.dull FI 161.
7. Trln.for. (Soh.dull GI (7)
8. Toto1 AII.t.
) CHANGeD
99.055,00
,00
,00
,00.
182.582,00
,00
,DO
181
281.636.00
APPROVED DEDUCTIONS AND EXEMPTIONS I
11,341.00
9. Funlrll Exp.n.../Ad.. Co.t./HI... Expon.l. (Soh.dul. HI 19)
10. D.bh/Mortg.g. U.bllltl../U.... ISch.dull II 1101 916, DO
11. Toto1 D.ductlon. I III
12, Nit V.lu. of Tox R.turn ll21 _
15. Chlrltlbll/Govlrn..ntol B.qullt. ISoh.dul. JI llSI
14. Nit V.lu. of E.toto Subj.ct to T.x 1141
NOTE I If an a.....m.nt WII i..ued previously, l1ne. 14, IS and/or 16, 17 and 18 wUl
refl.ct figur.. thet include the total of 6h1 r.turn. a......d to dat..
ASSESSMENT OF TAXI
15, A.ount of U... 14 .t SpoulIl r.to (15)
16, A.ount of Un. 14 tox.bl. It Lln..l/CllI. A r.t. ll6)
17. A.ount of Un. 14 tox.bl. .t Coll.t.r.l/Cll.. B r.t. ll71
18. Prlnolp.l T.x Du.
1;> . ;>~7 nn
269,379,00
.00
269,379.00
,DO
269,379.00
,00
X ,00.
X ,06.
X ,15.
ll81
,DO
16,163.00
.00
16,163,00
TAX CREDITSI
PAYHENT
DATE
07-12-94
11-11-94
RECEIPT
NUMBER
MM8862118
MM913176
DISCOUNT ('1
INTEREST (-I
526.32
.00
AHOUNT PAID
10,000,00
5,636,00
INTEREST IS CHARGED FROM 01-16-95 TO 02-07-95
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
8ALANCE OF TAX DUE
INTEREST
TOTAL DUE
16,162,32
,68
,DO
,68
. IF PAID AFTER DATE INDICATED, SEE REVERsE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE Is LESS THAN .1, NO PAYHENT Is REQUIRED,
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SfE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS,1
--...-'"
RE"RYATlOHI Elbt.. of dealOlnt. dvlng on or blfor. o.cHber 12, 1912 ... if any future lntlrl.t tn the IItet. II tran,tlrred
In po.....Jon or ."JoYI.nt to ell.' a (0011It.rll) bln,flol,rl,. of tn. decld.nt ,'t.r the .xplr,tlon of .ny I.t.t. for
lIf. or for vurt, thl Co..onw..lth hlrthv IllPru.lV rC'urvII thl rluht to Ippr.h. .nd ...... trln,'.r Inh,rltlnOl T'llll
It th. 1...,ul ell.. B (ooll1t,r,U r.t. on any .ueh future Intarllt,
Pl>RPOSE Of
HOTlCEI To fulfill the "qulr...ntl of Stctlon 2140 of th. Jnherltlne. Bnd EIUtl TaM ~o" Aot 22 0' 1991. 12 P.S.
IlOtlon 2140.
PAYMENT I Detach the top portion of thll Nutlet and tub,1t '11th your ply",nt to thl Rlght,r of WUh prlnhd on the rlVlr.. .Ide.
--"Ik. chock or ocno, order .o,oblo lel REDISTER DF HILLS I ADENT
All Ply.."t. r.c.lv.d ,hill flr.t b. epplltd to .ny lntlru' whleh 'IY bt dUI ..Uh eny r...lndtr applJed to thl tlM.
REFUND (CA)1 A refund of a 111< orldlt, which WII not raqullhd on thl TIM Rlturn, IIY bD r.qulltld by oo.plltlng an "AppllclUan
for Rlfund of Plmlylvanh Inhtrltanc:t and Eltatt TIM" (ReY-!]I]). AppllCtlUonl Ire Ivalllble at the Offlol
of thl Algllttr of WUII, .ny of tht 2] R.vtllUe Dlltrlot offlc.l, or by o"l1lng th. IPlolel 24-hOllr
.nlwarlng ..rvlc. m.wbtrl for ~orl' ordtrlngl In PtMIY1Y,"la 1-800-362-2050, outlldt PtMIYlvenla and
"Hhln 1('1011 Hlrrlsburg erll (117) 181-8094, TOOl (117) 112-2252 (Helrlng Ilpalred Only).
OBJECTIONS I Any perty In Intarllt not ..tJlfled with the Ippral....nt, allowlnn or dllllllowlnc. of dlductlon., or ......Mnt
of tll< (Inoluding dhcaunt or Intlr.." II Ihown on thlt Notlcl IUlt obJlot within .ll<ty (60) dlV' of rtGllpt of
thh Hoticl bYI
"wrlttln pro tilt to the PA D.parhlnt of Rlvlnut, !loard of App..lI, DEPT. 281021, Hlrrlsburg, PA 17128-1021, OR
...llctlon to h.vI thl I.ttlr dtttralned .t ludlt of thl ICCOunt of thl p,r.onal r.prl.tntltlvl, OR
.-lPt'lIl to thl OrPhan.' Court.
AO"I"
llTRATlVE
CORRfCTlONS.
Factull 'rrars dhcoverld on thll a.......nt .hOllld bl addr....d in wrltlnll tal PA Dtpartalnt of R.Ylnul,
Bureau of Indlvldu.l TIM", ATTNI Po.t A.......nt Rlvla.. Unit, DEPl. 210601, Hlrrhburg, PI. 17128-0601
Phone (711) 787-6505, SII pa" ] of thl book lit "In.tructlon. for Inherltancl 'II< Rlturn for I Rtlldent
Decldwlt" (REY-ISOI) for," IMPIWlatlon of ldalnhtntlvlh corrlctabll errors,
I"TERUT.
If any taM dUI II plld within thr.. (]) calendtr lonth. aftlr the dICld'nt" duth, a flvl perolnt (SiO dlloaunt of
the tile paid 11 IIlOWld.
Interllt 11 cMrgld btelMlnll with first day of dellnquancy, or nlnl (9) .onthl Ind on, (I) dlV froa thl date of
Ollth, to thl d.ta of pIy.ant. TlMn which btc... dellnquent blfo,. January I, 191Z bltr Internt It ttw "tI of
11M ("0 perclnt Plr .MnI..e calcullted It a dilly ratl of ,000164, All tllel. which bfe..a dlllnqulnt on Ind Ifter
Janulry 1, 1982 will bt.r Intlr'lt .t a r.tl which ..111 Vlry 'roe cIllnd.r VI.r to olllndlr YI.r with thlt rlta
'MO!.rlCld by thl PA Deplrt..nt of RIVlnut. Thl applIoablt Jnternt ratll for 1912 through 1995 lrel
DIICOUHT.
~ Interllt Altt DailY Intar,.t Flotor :!!!! Internt Atta Ollh Intarllt Factor
1m 10~ .DOO~U 1917 9~ ,0001~7
111I IU .000451 1911-1991 III ,000501
1114 III .000301 1991 9~ ,0001~7
1911 m .000156 1993-19'1<1 7~ ,000191
1111 m .00017~ 19,. 9% ,0001~7
..tnter..t II olloulltad II followlI
INTEREST. BALANCE DF TAX UNPAID X HUllIER DF DAYS DELINQUENT X DAILY INTEREIT FACTDR
uAnv Notlel 'nued after thl tile becall delinquent NIJJ refllet 1M Interllt Cllculltlon to flft"" (IS) dly.
blyond thl data of thl ........nt, If p.y..,t 11 .ad, 1ft" tht Intarll' cOlputltlan dltl lhown on the
NotlOI, additional Inter..t ault be cIloullted.
't]/14'(V ~(Y
".., " "".'...,,
., .,.-.... ~..-
v'--
~
Will No. 1994-00319
Admin. No.
fQ
IT' l5f :;u.:o
&-',1
.r ClJru
U) 0
.~\ ?; , 0
. ., ~,
~l'- r)
l. I',', ;,'
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r. .
:"" ,.. .'
:tic .~ '". ,'j
.... ~~! r(l
:f.~ O- W
orphan~ Q,
completion of
STATUS REPORT UNDER RULE 6.12
Name of Decedentl Mary Ann Badner
Date of Deathl
April 15. 1994
Pursuant to Rule
Court Rules, I report the
the administration of the
6.12 of the Supreme Court
folloWing with respect to
above-captioned estatel
I. State whether administration ot the estate Is completel
Yes x No
, 2, If the anBwer is No, state when the personal
representative reasonably believes that the administration will be
complete l
J, If the answer to No.1 is Yea, state the followingl
a, Did the pernonal representative file a final
account with the COU1't? Yes No x.
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 x
d, Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' COUL't and may be attached to this report.
Datel Jan, 10, lq95
~#t.~
Signa re
Bridget M, Whitlny
Name (Please type or print)
p .0. Box 11 96'3
Harrisburg, PA 11108-1963
Address
(117) 255-RO?7
Tel, No,
---
Cd pac i ty I
Personal Representative
2~ ...,Counsel for personal
representative
(MAH I rmt.' AMJ)
RW-27
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