HomeMy WebLinkAbout94-00449
No. ~1 - q4 - 44q _
Estate of
Evelyn II. Ill'~n
_I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUL Y 19. 19..2..!L-, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dated Fcbrun ry (,. 1989.
described therein be admitted to probate and filed of record as the last will of
. Evelyn II. Ileon
and Lellers Testamentary
arc hereby granted to Ilauph in IlOpOH I t !lank & True t Company
FEES
40.00
Probate, Letters. Etc. "',"'" $
Short Certlflcates( 3).""""" $
RClUlnclatlon """"",,"" $
X-pages $ 12.00
JCP TOTAL $ 5. 00
Fllcd """" "~V~Y..1~~"l,~~~",, ~~..,~~ (717) 233-5731
. PHONE
add<-.:b.:.vy~'c-/~lJalL !t.c yJt(~1 /1- Itf- 9(1
Cl.nn
.,.- @fvl~~~{k&
s;i~l 111m
ATTORNEY (Sup, Cl, J.D, No.)
RHOADS & SINON
P. O. !lox 114(" lI11rdRhllrg, P^ 17108
ADDRESS
.$ C:<CJ, t.>rJ
r-
, '., ~.(
"I , I.l1
(
"
"
,..,.
.1
:1
i.1 u.. 1/'
[,: llj :::i
0u
Mailed letters and order to attorney on 7-19-94.
~,_....t \" .~.' _. ".."
21
. 94'
.. 449,
r<,
"
I
,\ "
, "
,
I'
'I'
,,'
,',
,
'Ii \ ; ji
" , I ,I j,
,i If, l, " "", ':1:' \.1 1",_ I " I OJ' I!\ .j; " II, 'I
,I' ,,):1;: 1""" I \. f! \ ,I,j I II:i 1,,1/ 'j
! ; ~ I '" j'::, I \ \ , , _ i 1,' l' , I' 1 ,l'~: i j! ; 'F. _ 'I' ~ t , I 1 ' : ' ! 1 I I, I, ,;, I \ ' , ! \ ,
" II; j I ;, 1 ,j! ~ I' f ~ ;' . I', / "r ' ' !. I ! '1 ,.): 1 \; : " ;. !:':: -! q I , t !, ' ,,) I' I \' ii, i : ' ! : : i 11, !: I "
I j' Ii: I ~ :': ! .: I I 'i " ) I " ,I': I r l, ' I .; \ I ',' : I j " i ~ " t 'J : I ' ,,:. ! i I I " i) : I " ; I: ' - , . .,
" 'I I: I \ ' \ i I j: I: ~! ~ ': ,I-I 'j ! i ! r,' I',' ", I! \ 11' , ' I H i\ 1'1 ! I ',I '" . ' \' !. '! 1\': I J' J: '! , . ') I , \
1.,i'I' 1'1/1,_, "I, 1:\' 'li'.':\i, I', " ):'1" (,II I j ." 'I I! l '\ II 'f' i,1
I I! ' ,'" iI11" 'I,' , '" )'1 . , I ' :,' 'I \;, , II:' "',,
I' "j ! ! , ~ Ii' ,; ! '. ,: , ; 1'1 ii' h, I - - ,! , " ~ ! i I I I " 'II'" ' / ' _ I ,'_ ,,' , I 'I I,'
1 i I :- ,I, ;' \ , 1- ! \ , : I I' i I : ' ! : j I' i ~ I 'i' I - \, i' __:, I' ,I , 'I \ I . , , ' , :', '1 I . i ' 'I ' ! " ! II ,: I' I, 1" I : ,I; Ii;, "I'
, " I ' , , "" \, f - , , " "',,. ' 'II' j, I I \ 1 - . " , I" I ~ , 1,1 ' ( , '
" ' I" I " I I 1\ " '" 'J I "i' - ',I, - ." I I ',i ';, ' , iI' I ,\ " j i . I ~ I ' . I I -, ,I - if _, ' ,
,( i, (t \ I' 'I' 'I'" <' ,I ' - i, \ i 1-' ~ I I: '. ' " ' II I I -, /'1 I' - I , ,! - d " ,I ',', ! I", ! 'I' ,',',' [I, ,"';: il !"
I \' I' j" '! ' , II ' ,j 'I (I ( 'II' 'I, ' ", J t. 1\ i;, I ' d j j, II - '; I ~ I ,) , \, i' _, ,
Ii;! !,:i"l,1 ',;;"1'1 ~II, I'JI').' :~:':':I Ii! :!' ",'1;;1 ' '; ,'; '''!/' ',;:;;, ','~!l,! ,!I'\II,il'!i(.,j,:,J.,,'
, ' ", I I ,I I' : 1 I I 1 I '!I I ' 1 " " ",' I" ,;, " " ,I," ,~,' i' '" ' 'I ; i I \ 1 I, ' , ; ;, i', t : \, ' I' , ' :
I' ;, ,',. "j ;, ' ';" I, " ;: 1 .,'," , '" ", I," " ,'. ' ,1\1, ,I , d_' I I I,
I , 'I ", ",: L 'I, '\ "i ' " : I r : ~ 'I \' ,I ' I'; - \ I I " ' . , , I' - f " ,_, I, j 1
: : ' \ I 1.' J :" 111' \ II !' . I I ~ I; i I > ' !! I ' 11, I,ll;, ' ,: Iii'; i; , , ' I {I ! ; \ J l ~ i : i I \ I I ' ( ii' 11
j "I I :,_; I,,";:',,/i,'!, " i' '1.'11 I,d; '",;! "II ',I' i "", ',1",,\., I",', '"
,: ,1",' ~ ! i , ; , I ,I, ,
" I l' _ I ,'.\1 .' I,' I'''!' Iii,;;, j "I 'I'"",,', <,' :' I _' 11'::(, I, I
I ~ ~ " , I q I ( , : ' i -': j I I' ! , , " I' ! j' I ) " , 'I' 1, 1 ; pI: ' t ' ,
),':il,' ".\ "1'.1,1 ",::/1',1"" ",.r(,I, l'll 'III it 'If, i 1'1' '! ! _' ,J!,
,I' I'!;', L _ \, -I' I'; '.. '\' : ~', ~ Ii, \ t I " - '!1l1 ! :' I!, d I : I' III " "I \,', i\ ; 1, I!
I J I I, 'f'! I ' - " I ~ " I \ ; ii' ': 1 \ I , I ',I",:, _ _ ' ' i ,_ ' ,
. , I ': \!' ~ ' ' '_ ' II ! I ! ! ' , : ' ! ! , 1. ' , I ' ! " , ,i , ; i', ' I i ~ r ~,' :; I " ': " "I, i, ,', I, I", ::' I \ II \', , - 1 ' I' , I ,~ I ' I t I, ", ' ' ; : \ I "
, ,
" ,,' ,. ',1'j' '" ". ", " 'I' " \.1-' ,I j 'J: ,',- ';;.-,' /,
, ." ~, ') , , ' : " :" /: 1 q (
, I' "'" I, ,'I ; \ 'I' l Ij:, _ "'1' 'I ,',_' " '
j Ii' II I - I' I" i 'I _" , , j , I " ; I' , ,~ I') I '- ' ' , I I _ l ", ,\ _ (' _ ' I I II
, : i \ " ,I' ~ , ' ' ( , i! '-;!;; I _ I !, :, ~ : . I ' ; It II! i I \ \11 \ . t 'I ill I ! 'I, ( I i I )1 ~': (f'" ,", :' I \ ~ !: I ;' I' Ii, " ,',
; , , I ' I, ,- , I I " 'I I I \ . , I ," I I " I, i ; I J' ~ ,I; I \ L
, , I I, I ;, 1\ ' r: I 1 " ' 'I III II 'I ,I 'I ,II' ,;' I,'" i 1'1 I I ' ,
: I' II' I, t, I f I ' ; ~ 'I \ ! ~ ' ; . JI ; I I, I; 1/ II II !! "! I 1 : ' ' 't j I!" I' j I , l ~ ! I' 1 !: II 11 I I( ( I ' I I 'I i II ! I I; 1\ <I
I I I, 1\ !\\ ',I I, 1\, I , I , "I ! 'I! II'" , ,I L I','! I. ,lI " (,/1 \ '
'Iii ;,,', 11'1 I ! I' , ,I 1 II I " ' ':', lfl. I, "I' "1 I 'I' !'I ""I ,I,
I I I) I 'I 1 I 'I I I I "'I . I , I' 'I \ 1/ \,' ',' t I'
"'I Ii Ii' II' "1"1'1:1,\1]1" I 1\ ,I I I I I '; I' I' .1;11 11(, I,' II' ,\! 1,,:1, 11:."i/ I I! I 'I'
\ j "'I II I 1/ I ,,'I I 1"1 1'" 'I I I' '(' III'"
'I / I ' I ' j \r I'" ' ' \ ' 'I, I ' 1 ' !, I 1 I,' I ' I I , II J' I I 11;l ~ I (I , I I t I' f ' ) II '! ' , "
. 1 i I ! ! I ' ,!. , ,H, \, \ ) I I '\ I } I "I 11 ! l j I ' I :' )' ~ I ,I \ , !. ~ ' ,I J I I ' , I I" I, i " I I II Ii' I ' , III j : I I i I \ I' ! I' I
'I , ,,) I 'I" ',I' "I" 'II! I I, II '1 'II, I I II 1,\ 1'1 'I "\' 't!, ",'
I ' \ J j' I, ,II 'I' I' I I II ' ; Jill) ),
" I:: I I , ,\ 'J I I ( II I II '. ,\ I ' ] I I ~ 1 ; 11', \, I ' , I 1 I " \, il I': I:, \ I ' i I' I I . , '!: ,ll . I \ I I 1 . I I I " (I,',:
!. " ) , , II I I ,', I'" ,', I , 'I' ,:' I i' llill{, "I , I "d I" " IJI illll' '111'11 111\1'1,11 I I I,
.' 'I'I" "'I " " , ,'" ," , 'I ' 'I '1'1' '
.1. I, " '" I 1 I \ II I 1'( II' II' ill I "I' I \ I 'j ,
" ,,' ,:, ",III' '\1",' 'I ,\'1 'II i /'1:, ",'\ "',," 'I' 1''':1 ,,' 'II" '11'1 11'1111"" "~'I'
'il' I,: ,I) ,. I" 11JI 'I \ 'I; 'II "II ,I{l I', I I' ,I;
j" ii' 1"',1' , ; ; 1'1: I 11,1' 1'1" I I I It I I: I ,J I 1"'1)1: )1, \ I 1, III \ ,H, ,1: jl il!;tL,jl'" "I I
lii:I!' ''', i: ,,;1'1: . i'I'lj,11 ,:IIIIII',j,I\" ,i'!: 1"11" "I": ',"I" :' '1111:'1' "I.',:'" ",:, II i. ,I, ;'iJ\,,1I i/I' 1\11'1"1 "
\'! ",I :' 11q" I" 1l!',: I lId ,1:/,' j! i:11 'ii, \;.'!lIW:! Iii, 't ';1, !I ljL::\1 I I:' liIIIWI'III'III:: '(11\1\ 1/"
\i:III\fi')I: (1 ;'IIIl' 'il L'; Illl"I';!'l' 111\,\;\1;" ,ill:!,I, "lll;)l"~ IILI, !l~; .\; \llll' ~:II ,I, 111;1Ilj,ldf,lll~' ,1111),,:\ ), I I J
< 1/;,11' l ,I ' 1111,,) I, 'llll,.!j' II ' 1) I r!, " I); I I I') \ 'I ,II II ,J !1'1111Ii'I::'P/1 'If I 'II] 111 II
;i ;:!,L,!,!~I~ !: \111/ Ii :\;1: 1',I!l! !'~l\Li;J l;!\,I\!C\)I.:I!'I<ld '(11!1~': '(ll'!I:).il: :'I! il~;: :I,~:;I;,~ l:d::'II~ll'lj;li~lql'~ 'i' I"!I
" \ 'II, 'IP i !"I; ;'.'/'\1 )11l ~':; q\jl\ \d II}I: 1 \1,:1' II ,;' \1'11 'iI "'\/11111; 1~ i!"I', '1\ I,' , I II ' . 'I,'
. '1":,11: I'<I'!,:'!'II i.i:ji;p!II!; 1:1",,(lli'!:~i";: ii: :'1: :;1\:1 'i1; ':';':"I;I~:':I'II ' '\:1:,,;11111:/1 id'/Ii'I;"'i'I,:1 I:
,"~I II, I'll' I,jl "1"1(11' " ,!,Il'!il" \ t, "( ! I 'j!1 I I i \' 1 'Iii I, /, I" Il'''' :1,1'/ I' ,I
, ',' 'i'l 'i :\: I II) I ;'l'\ ,'I)! I: : 111 11'1,'11 :11 'I" jJ111,! : 'I; 11,/1 Iltll. 1\ II "/'1,1\) 'I; 'f 1 ,'111;'1\ "Il, IHII"I\I','!! '111 ,II 'I,'
Jill ! I II ,'L' 'j, IlL ,'III .,1' ',I' 11,"1!/1'1 'Il I II '\1'", ,lll1,111, I II! 1'/11'1 'I I \( :1 I
'I' I,'" ,,' I' I, 'I '''''' I'" " " "'" I" I I' I' I '
' - ,'" " , ; , ( \ ',1; It ,I ~ I !' \ I , II, I Ij II \ I' 1 ~ ,I \ I 1 1\/ I, , ; \ "'l ' 1 ,I, I[ 'i' , i i" I I II!' ~ '] j I" (p I I i I I' II, \ ,! I lilli' 'II! II I I
" I',i I (l'I\I! I' I I,ll III (', 'I' I I I, 1': 1,1 I I 'I ',' ,:11 ,II' I "1' ,I ;'1 'II J 'II, I II 1 ,/,' 1'1" I ' I i I I, 1,(, I
, ' : II ',' ',I ,,',' f ,,, I"'" ,I"'" , I \ I ' ,'I", 'I'" I "III, 1'1"" I, ' " I',' I, ,
(/::'::::111:1:' "'""\'/1,,,111',11"1;1'111"'111,1 ""1"',,: :1',1\':1'1:'11,1, "\'"'II''il'l:I:''(:I,;,'''I''I''/'I:'''II''''' , ,:
I I' , I I' 4\ ' / \' <eJ .'q I I" I!, , I' , , 'I ' ' I , ! \'1' I I.! I
',- , ' 'I I ' I ,. J' I If, 1 ; z, ,I J I 'I I I , I I;, I ','. I! ' \ I ' "I I I' I \ I I ( , I( , ~ I " ' I ' I 'I II I i II 1 j l I : '
, :111':" ,I, '" '1\I'fl""III/::IIII""I'I'(',II'I'III,'I"I' I,,,,', ,.;1'1111,," ""I,'" II' I ,','11'1,:,1;" "I ":1,1'1 I 'Ill'"" "
'I I ,,1'1' 'II' 1;1 ...... 'I ' " ; \ I I 1\1 I II')' ] I \11/1,' 1(' I"! ,I'
" "I.'. I ! I , ! " I , 1 1 \ I I y~, " " ! I ; I f I I j 1 ,I' "I I ' 'II I, II I Ii' J " 'I' ,L ~ I I ! ,: , ,! II/ !' I,': J ' II' I I, ' II .: ~ I ' I" , , ' , , '
) j' j, II I (I' I' I \" II'" I Ill" 1 1\" I II" I' ," I", 11 1 ; " 11'1
)t!'i ::: ::,11', :ld' ( ~,' IIH'II t~,'; 'J :', ,;, ii" \1111,'), ' ;,11 Ill' (01,' t\I')l,(\ 111',t:II,lll I '\~l.I,1(!; ~~";'IIII'\' ,II 'II'
, - 11 1, I I' 1, I ,,~ I III : I , I I j I" J I f J I , \ I ; II 1 II I [I I r II; 1 I
;~i~, ',:\,:; :'11' 11:;: ~;:,1:"~'.1)!11,';111 I:,' ,I,,;',!\ I' I::' 11 ;111111,1:/1 ~~II,ll ;( I; 11. ~!;I!':(lll,I'\;:!'fli:l )111;1;; ',:1\111:1'
II,!I) ;;' ii' ";)j ; , Ii .::111 J j f ;1, , , ),1;' ,', 'II , 1;1":' 'I '1111 ,: I III I, ill 1:1111111(111(:11'1 :' I' "
;,!;iil,;~~"'d: 'ij' 11 ,,11\, ,\' ,:d:,,'il' I.. 1'11\":1;' 11'1;' ~il'l lrl:', lll!(' ,f; I;;dl~ ),1, ;11,,1:11'11 jl;~ll'I:I\; III j j 1:1 "I
':,. I" "J - 'II t" 1'11)11, 1.1", 'I, I I I j, ,I' ) I'" I 'I'd, :1, ,1, 'I ill,1 jjl II'"
lq'l:rl;l~ 1"111 t,!. l.11. ,'I"itJ; ,18":ii' 'I II;': 'JI I, '1\' 'I 'r ,'I l' ,1'1 'i/II;'II ',jll! I! ! \1\1,\ 1"1 "~I ',L'II
ill; ; '\1: ',' I n~ " , , II t ,'III t)1" I , ',I I, I : ( l' "'JI ',I (I Ilk' "II" \1
1,)1"11\1' :11 :, 111"L!:'jljIlIUI'I:';:" "~' 1\,';~:II;':!li""j.; .,.'~jl('!':"" 'I,'I'I,:;,';)'! id ;J:,II/)' ~J!!;j'l:ll;:;!!i."1 :11:1' .,
,,], ", j'J ,', '\: "1'1" .,", i'I"- , I" I"" I" II' , ,
'I"" , ,II' ',i ,- II,I",,!;, '1"'1 I]!" ,I ,:' i ,I I; , ,'" ,\ J; I i_'! i ',; ,.:j'll '\" Ii,'
I (: '" "I: ' ,". / . I " . j , - I : , j I: j i 'I,' ,I I' : !' " " : I I ' I , I ' , I ' , , iI, I ,'I; I ~ - Ii;: i ',. I' I i I I I" j , I;' "
I'I-~,~- 'l'lr; ',1"11: "jl.",i,I!II_','\'i:/"ri,!i!I"; 'I!, J '-I' ;'! i",',!.l'l'\'!' ,1"1 :~i(,"~,,!I;!,' :;j~'II;l!ij1il,;(,!tll;'I_,II:I-!'I' I!,
'"I" , 11-,) I' j ,\, l' '"" 1(1: , ' ,,- 'I I'" - ,,' - I ',,' "
I ; I ,'!. : ; ), - , 1 'I' I ! , I, .:' i :' , " i I . ;1 'I ' , i) I' ,\ : j : :: t; ,,- "I ' , I' ~ ' ,II'" ' , I 1-. I ' I" :' . _' \ Ii;: ,; t 'j ',', ..' I If i : I I' ~ 1.\:,
I ! i' I
1);)1,1;'111 ':; !'I~I:':;/!I,ll;"li \::j'jl!,\I,!I ;!l !':ILI:~ 1':,;1 ,'lilt I':~\ !, ~"I;L,llfJ:I: d I "-~J,I~ ':',_'~ "!I;il,j,'!~:I)'I-;:'
:,'!",' I,;' ',llljl;;i:!, i'-I!;;I'::,:, ; :I'!'.'I'J' ,\1';1 "',' !1,' IiI I"",.",.!"" ,i"""';"!il,_"-',!I;;!' '( "I:!:'I(;II' li;li;'\;:,'1 i,',
I I 'I ' ' \ : : ' I ~ : ; ; ; ! I I . - - ,,',': j .;, I' I ' ' I 1 1 I : I I I j ,;; , I ' i ,( ; ~ ,,! , 1 I ' , , , j 'r! i ' I ' _ J' " , i '; ! t 1,1 I; ; I ' 1 III ' ' , \
: '1,1 \'I',,:!'; 11 I" _I' ,': \; 1;;;1" ,,':,;': -" Ii' ,,'!', _i!" i,l,1 ,IIi....' I, :,' " ",
I I !' , \ ' ' - ~ ,I i j , , I . , ' , : ; , , 'I : - , f ,I') ! 'I ' , , , I ; ,\ I" ,i, ' i I I : I ! I
'III I 111",'1 'I' I':!ill"" ,I, 1'1' !l! ".,'111' . I"" 'I' ill,ll' ;'I'l I j",I/I" I'
I I :"',' : : I ~ ! ,\ 'I' I " , I, I: , 1'; ! i ' I I. I I ' . I" I, t I " I I , f ' ; I " I ; I' I I I
' I' . ; " \ ! ( , ,I ,. - I \. I' , ~ 'I I' I : I " ,l." ' I ' I I' I ' : \ ; ,
; 1 ' I I ' ' , I 'I I , " 'I ' , II \, 'I ' , ,!.' 1 \ ' , I: ~: !'
, i " i : ; , ,I I" .- I , o'\' I .. ' <j I , I, ! , I ' ' ~ I I
~;:, ,: (I I' ;, ,", I " i" I; I
\ ' ' I ,I : , ( , , I 'I I!: I ; , I ',I 1 I , 'I, I ~ :' I
"
, ,
',i,'
,',
1'\
, "
, "
,
",
','
"
I'
II'
"
,
"
..'
1\"
I"
, ,
,!,I,
"
'I
,I
/1:
'"II
, ,
i'l
.",
, "
I "
Iii
'I I'
, "
'"
'I
ii,
"
I,'
"
"
,(.
"
,II
,',
:11,
i'
"
,
('"
I I ~ " I
, "
'I
,,'
I..
,"
personal use or adornment to my brother, WILLIAM C. DEEN, and his
ohildren, KATHRYN J. RYAN, ROMA D. BARRY and W. RICHARD DEEN,
living at my death in as nearly equal shares as they shall select
under the supervision of my Executor.
If any suoh artioles
oannot be fairly divided or distributed in kind in the opinion of.
my Executor, such articles shall be sold and the proceods thereof
shall pass as a part of my residuary estate.
ITEM III:
I give, devise and bequeath all
the rest and residue of my property, real, personal and mixed
(inoluding any property over which I possess the power of
appointment), not disposed of in the preceding portions of this
Will, to the then Trustee of an Agreement of. Truot dated
\.)a.rW(uy If.. /'7P7; between me, as Settlor, nnel DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, as Trustee, as amended at my death.
ITEM IV:
If the bequest provid~d tor in
ITEM III would fail because of the prior revoontion of the said
Agreement of 'l'rust or any amendment thereto wIthout previdens
for a substitute therefor, or for any other renson, it is
nevertheless my intention to provide for a complete disposition
of my estate and to that end and in that event I givo, devise and
bequeath all of my said residuary eotnto to thana persons and
institutions named as remaindermen undor AIl'rIC1,g 1.4. of the
First Amendment to Agreement of Trust bearing ovon d/lto herewith
Page 2 of 5 pages
between me as Settlor and Dauphin Deposit Bank and Trust Company,
in the shares designated thereunder.
ITEM V:
No interest in inoome or
prinoipal of my estate shall be subject to attachment, levy or
seizure by any creditor, spouse, assignee or trustee or receiver
in bankruptcy of any beneficiary of my estate prior to the
beneficiary's actual receipt thereof. My Executor shall pay over
the net .inoome and the principal to the beneficiaries herein
designated, as their interests may appear, without rega~d to any
attempted anticipation (except as may be specifJ.cally provided
herein), pledging or assignment by any beneficiary of my estate
and without regard to any claim thereto or attempted levy,
attachment, seizure or other process against said benefioiary.
ITEM VI:
In the settlement of my estate,
my Executor shall possess, among others, the following powers to
be exercised for the best interests of the beneficiaries:
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my estate so to do.
(b) To vary investments, when deemed desirable by
my Executor, and to invest in such bonds, stocks,
notes, real estate mortgages or other securities or in
such other real or personal property as my Executor
shall deem wise, without being restricted to so-called
"legal investments."
(c) In order to effect a division of the
principal of my estate or for any other purpose,
inoluding any final distribution of my estate, my
Executor is authorized to make said divisions or
distributions of the personalty and realty partly or
Page 3 of 5 pages
f~"~f, <. "l' I.",,'
""l,l,'/",,,_:-,
I,'.-~, I" 'I } (\' - !.; ~ ';
.\~~;.;j-~::.~:'(t~J {,:':/,I:-'l,' ,f/,',.,'.
:/d'IJ"I'J:';;IoI' ," ,
O1t ~ (I' ! " .
"j,ltl,""')' " 'j ',1
..l ~., I ." ,I. !l ' " .! , ' r '
'I'''""..,.,!" I"
M:, " ,";-' 1\1 l"
~l~: t", ',,),', " ,\1 :' 1 , , '
~ ,-,I"h y/' l' \ ;' . .
';\t"':'''f''V' I I' /.
~,,1!,,"l':' 1"1' '~ '\11.
:\,~;~i 11) .1,1" ", \'Q: ,,!
'J'"'" ,', ~",.I '11I
I h:~"\\ <1" II "1,1 I' ..j \':.~ Ii ..
~ \"./i.",t H"t"III :~" 1_'" , i~'
;t,; ',1~\";: ',. ,,/':1 ~;:, i,
't/ 'r ,1\," i'lll "", ~t) ":',
'I~' \ g "".1 _ ," '4
H,'-'Ir'" -t'-;:',. ~:(. '\~j"r f 1,;J ,')"':
'1,.,\I,,:,._ll{t:\\. 'I . ""f, ' ' ','~':, '
.1',,'.., .
'~-t'll ',J \/; ,1\'~' '>'.' . I . . . , - ,'.i,: ~ ;. I ',' ~ I
t;:~;}i{};:L'>\;:,/::,;, ,,\~:; ,( . "~I '".
'.1"
"
,
,
,.
,
,.'
:'1'"
,
,
",
"
"
il,.
"
"
,..-,',
."'I'''':i::: ','I
"
"""".
f'\:
l~I)~t(~~~1\);~\;
,~...;:ij",\,!!i",,\
1, f,j~nli:\'fl'\ V,I'
'~" ,,)'X~':I(:'~h'!~\'\
l't,' ~~ ~" Id.I}.
~'). !~ ~", \. 1
:;\\'.1.\11 ~'),~i;~\'f~
t~rn""~ ,\ ~,~!l'ln
;t~ i:i~~l~:f~\}<\ ~!'
'~'l1l~J"" 1.
t'll1\ !j~\~<<~tttl'
t!~If.' 1[~lh" ~(
~ lrH' *;::01\;'/4,
I!!~".I,I!""}!I
' ," I,M
'\' '''; '1
[ ,~,,'J{\t;~\,
I' )~~~Iflllli'"t,
l !,~}~~ :'JJlh~l
i~\mJt~:"Il!)i'1~
~;!';;l,\ '~"l'f},111
\. "I .....~ '"
'/,,;'fj;,'l':j'l; i~lh"~ "\i
~ij)',~~ 1\~;:};;:1 \1:.
~!';i',:{,'\'i1\'I';i,;",;,
,~ ""l.:'~\".'h:i]. ,
~ -, .l~\,..,Jt.1/
..'
""'"
'\ '-','
"
",'
,!.,
,- ~ '.
,.
.
"\1
"
.-,:
,
,,','
., .
Ii ,r
\
" ,
"~!,
"
, "
'). ,.;,"
,
\:1
,
\j ,',
't::,
'I"'" ".
, ;,,:<,,;1""
:; :~10:.' ,
,'-'.
,
" .
I.
",
!'
H,
,
1'i
J~I!:::::~::;'~;'" ~:'
'l-, "lit"
,
, ),
. i ~
"
,..
1,1,:
.'"
"
',I','
:} ,
" '
" ,
,I,'
"
,
1,"I't,',
',Ii"
,t"
-,;r,:,:\,~; '. 'I:"
ui ..I",
{:"
,
,
,I:'
":)1
'I',,"
'.\'
",
":1',''-
1,'1' ,
,'"
,
.,'j
"
"
."
, , ! ~ I,'
lj'
',I, ""
i ~ , r
I"~"~
:"
"
;,
I
!,
",
'.
"," ,
, ,'I,,'l
1','
":'t"
..
"
f' "
,
". ,I '~',
"I,
"
:,.i!\,
'I:
, '. ~ '
\,"
,'-,I
'I.
,i'
,II,
,',
'I,,'
'"
'j" ,
""j
"
,..
"
"
"
(:
",,"
:'",
"
"', . ~',I "
'i, ...
,-I,.
, ,
, '
~ ' 1
\1'
"
"
"
;1',
.".
..,
00,
.'
/,
'"
!
"
''\
:,
.'-,
"
"
',""i',',.!'.I,
.1
,. ,
"
,
"
1;'1,'
" ,
!'"
"
!. ~
",
"
(,
'.'" ,
..,'
"
"1,,,
'::
','i,
",
"
"
, ,
,I:.i,'
"
,"f.',:l,.
."
/.::
,\:::,
\; ,
',1 "
j'!"I,
. ,
J.",
"
,
"
",
,
"
'," I
"
il,.
,
'I."
,." ,'I
",J:,
't\
,:\
!
....
;il
i',.
!l.
"
(I'
'j" 'I
'j" !
'," ,.'!'
,'1';,,;,;.
,
,
"
,..
,,'t
il'
,
'"
, .,
"
"
,/
",I'
,I'j.
.'
'" ,c,":,
",'.'
ii,
,'",'
,""
'.1',', '
",'
'II
"
",
/',1'
..
.!"
:' '. ','"
I" ";'1'""","
1"'" -
'1\\
"I'
','.
"
!. I:,
, '
..,.
,
,
"
( ~... '.' ~,
,
'I
'11
"
.',\\
" \.:
I,..
"
\,:IX
"
"
,',
',I:
'r,':
, ,
, I"
,
"
.,
,
,
,
,';,
;1..
,.,
,
I,,'
I",
;', '
, , ',:, I 'f ~
. 'I'
,"j/',::'"
,',
"10
'I, /l';'
".
I;",""
':1
,"",'
, .,\'\:,
"
""
(,-\'
!i'" ,
I, ":d'::,'
:' 'I
~\.
.11'""
iJ"
..,.
,
,1.'
"
"
,
, I) "
"",,\,1
.;1....
"
II "
'",
"
, ,
'"
'I,
" ",
\,1
\<,
'{ :;":';
.' ,1
"
"\ 'j'
,',
!.....' ,,I: '10
, ,
.", I ,'\I',
"', 'I'
:/'-
.l' ,'I
,
, ,
"
,,'!,.-
"',,1
,,\
'i'l
'"
"
.t,
',I'
, ,
, ';,'!\
.,.!'
",
:1'
,'I !
"
!, ,I " ~
, ',I
, ,
, ,
, '
:1"
,,'
,
'/. ,
,1 ~
"~I'
"
',t
I','
, 'I'
:..,;,',:_', 'I
,,1'-.'1-'" ',11, I':,
, III
..I i :~'
, ,
','
,
I, '1"
,:
"
'F,
"
'.1'
'j,
,
",
',;
"
,
"
,.
"
,
"
,.,
'i
1,1 "
"
"
l!
I,
",
,
;,1
.'
, ,
"
'I'
"
~
~ 1.14 -441
REVOCABLE LIVING TRUST
by end between
EVELYN H. DEEN
Settlor
end
r"'\ .
DAUPHIN DEPOSIT BANK AND T~UST COMPANY
'rRUSTEE
."
",
,0'
oil
iI
"
..
,
'I'
,,'
'i'
,.
,I. j
"
",
"
I'
i'"
'1('
,
" Ii
"
"
, ,,"
,
, I. ,.
l' ;../1
'I.,
"
," .h" ,
, , "
, "I
'I "
,
'D Dauphin Deooslt Bank
.' and liust COmpany
M.mbor fDIC, ' ,
"
,.
"
I'
il
.'
q,
"
,';\1
Hj'
"
I"~
"
,
'I'
"" f'
;,
~
"
~
~
I, Evelyn H. Deen____ (Settlor) of ...-.l1echanicsburg, PA _'__'_'_
, hereby transfer 10 Dauphin Deposit Bank and Trust Company (hereinafter
called the Trustee), a Pennsylvania bank and trust company, the property described In the
attached Schedule, to be held In Trust as follows:
FIRST: Dispositive Provisions For My Bsneflt - During my lifetime:
A. All of the net Income shall be paid to me at least quarterly or shall be paid or accumu.
lated and added to principal, as I may direct in writing;
B, As much of the principal as I may Irom time to time request In writing shall be paid to
me, or as I may otherwise direct;
C, II, In the Trustee's opinion, I am at any time unable to act or to apply the payments to
my own best Interest and advantage, the, Trustee may apply directly for my benellt as
much olthe Income and/or principal as the Trustee may, from time to time, deem appro.
prlate for (my ) welfare, comlort, support or emergency needs and may add to prlncl.
pal as much 01 the income as the Trustee deems advisable.
D, Tll.lstee shall keep true and correct books 01 account, which boo:\s 01 account shall at
all reasonable time be open to the Inspection of Settlor or his duly appointed representa.
tlve, Trustee shall also quarterly render Settlor a detailed statement showing all receipts
and disbursements on account of the trust estate and the manner and lorm in which the
trust estate Is invested at the time of the rendition of such statement.
SECOND: Dlsposlllve Provisions Alter My Death - Upon my death while the trust continues,
the Trustee shall pay the then'remalnlng principal and Income to my Executor or Admlnlstra.
tor lor disposition as part 01 my estate.
THiRD: Right to Revoks and Amend: I reserve the right to revo~e or amend this trust, In whole
or In part, at any time and from time to time by an Instrument in writing, delivered to the Trustee
and Intended to take effect during my lifetime; except that the duties, powers and liabilities 01
the Trustee shall not be changed without Its written consent. The Trustee reserves the right, at
any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the
trust estate to me, after deducting therefrom Its fees and any expenses then due and payable,
FOURTH: Additions to Trust: Subject to the approval 01 the Trustee, either I or any other entity
may add property, real and personal, to the principal 01 this trust.
FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shall have the
following discretionary powers, applicable to principal and Income, which shall be exercls.
able without leave of court and shall continue until distribution Is actually made:
A, To accept and retain any or all property, Including stock or other securities 01 the
Trustee or 01 a holding company controlling the Trustee;
B, To Inyest In all forms 01 property (Including, but not by way of limitation, real estate,
all types 01 stocks, bonds, options, and participations In common trust lunds and money
market lunds); without being confined to Inyestments prescribed by statute and without
being required to diversify;
C, To buy Investments at a premium or discount;
D, To hold property unregistered or In the name of a nominee;
E, To give proxies, both mlnlstorlal and dlscretlonsry;
F, To compromise claims;
G, To Join In any merger, consolidation, reorganization, yotlng trust plan, or other con.
certed action of security holders, and to delegate discretionary duties with respect
thereto;
H, To borrow Irom Dauphin Deposit Bank and Trust Company or from others, and to
pledge real or personal property as security therefor; to loan cash or securities upon
such terms and conditions as trustees deem appropriate,
I, To sell at public or private sale lor cash or credit or partly lor each, to exchange, to 1m,
prove, or to lease for any period of time, any real or personal property; and to give options
for sales, exohanges, or leases.
~ t'"'\
J. To allocate an, ,Jroperty received or charge Incurred 10 prlt,",pal or Income or partly to
eactl, without being obliged to apply the usuallules of trust accounting;
K. To distribute In cash or In kind or partly In each;
L. To retain any part or all of my business Interests held In this Trust as long as the
Trustee consldors It advisable to do so; and to conduct, alone or with others, sny such
business in which I am engaged, with all the powers of an owner or with respeot thereto,
Including the power to delegate discretionary duties to others and to pay adequate com.
pensatlon to any such person; to Invest other property In such business, and 10 Incor-
porate It or change Its form.
SIXTH: Compensation: The trustee shall be compensated In accordance with Its standard
schedule of charges In effect from time to time during the period of Its services, and this com.
pensatlon shall be paid from principal or Income or partly from oach In the sole discretion of
the Trustee.
SEVENTH: Non,Aeelgnment: No part of the Income or principal of the property held under this
Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or
trustee or receiver In bankruptcy prior to actual receipt thereof. The Trustee shall pay over the
net Income and the principal to the persons herein designated, as their Interests may appear,
without r!lgard to any attempted anticipation (except as specifically provided In this agree.
ment), pledging or assignment under the Trust, and without regard to any claim thereto or
attempted levy, attachment, seizure or other process against me.
EIGHTH: Law Govemlng Tl\let: This trust Is created and accepted In the Commonwealth
of Pennsylvania and shall in all respects be governed by its laws and shall have Its situs at
Cumberland County, Pennsylvania.
Executed on \ . _ \ ~~ _' , 19 Wt
NOTE:
Before executing this document you may
want to consult with your Attorney to as.
sure that your wishes are being set forth
accurately and In proper legal form,
WITNESS:~ l-h~'
'-1J~. n
- -
- [i
If 'c\re"~f
Setttor "
r(. ~L)QQm.. (SEAL)
The foregoing trust Is hereby accepted,
EXflcuted on January 18 ,19 89
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF IlA II I' II IN
On this, tho Jilt h day of J anua ry ,1989 , before me, a
notary public In and for tho said Commonwealth and County, personally appeared
EVl! I YI1 II, 1l1.'l!11 , known to mo (or satlsfactorlty proven) to be the person whose
name Is subscrlbod to tho foregoing Rovocable Living Trust and acknowledged that he/she
oxeouted Iho fJUmo for tho purposos theroin contained.
WITNESS my hUrld and notarial seal.
Dauphin ~slt Bank a~. Tr~~ompany
By ~_..e AI( aYC(<.,c~
(TItle)
Vice President and Trust Officer
LL~~~ (}.~ri~~d~c~.;Y~/.
-...
N II u 1[9 . iii;ii"\:;;;::-~I;\l.
My Com stl~.lI~SON.NOTA~\'PUeLlc
(SEAL) ','YCOMJ~~S'ONRG'EDApUPHIN COUNTY
..' X IRES OCr 30 1990
I.IO,TI>oI Ponnl"" ,.. ' .
, ,r(dl1l.'l1",J.,j ;~ubn 01 NO!'lIi09
,
,;
,
,
AGRTRUST. DEE/SA81''''''lh/1/30/B9/#3
.
, '
J,'IRST A~ENDMEN'l'
~
~GREEMEN~~ TRUST
THIS
~rl.l ttr'l
wesley Dri"',
AMENDMENT made an1 entered into this ~day 0f
, 1989, by and between EVELYN H. DEEN of 325
Mechanicsburg, cumberland county, pennsylvania,
hereinafter called the "settlor", and DAUPHIN DEPOSIT BANK AND
'l'RUST COMPANY, a banking corporation with its principal office
located in Harrisburg, Dauphin county, pennsylvania, hereinafter
called the "Trustee".
WITNESSETH:
WHEREAS, The settlor entered an Agreement of Trust with
Trustee dated January 18, 19891 and
WHEREAS, The settlor is desirous of amending said Trust
and restating it in full as provided herein.
NOW, THEREFORE, for and in consideration of their
mutual covenants and promises, the parties agree as follows:
ARTICLE 1.
The settlor has transferred and
conveyed to the Trustee assets listed on schedule "A" attached to
the Agreement of Trust, and the Trustee, in consideration
thereof, agreed and does hereby agree to hold and administer said
assets and any additions thereto, IN TRUST NEVERTHELESS, for the
following uses and purposes:
1. To have, hold, manage, invest and reinvest the
same, to collect the income and to pay over the net
-
.
income in quarterly installments, after payment of all
proper charges and expenses, to Settlor during
Settlor's lifetime.
The Trustee is authorized and
dh'ected to pay and use such portion or all of the
principal of the Trust assets as it, in its sole
discretion, from time to time, shall deem necessary to
provide for the proper maintenance, support, medical,
hospital, nursing or nursing home care of the Settlor.
2. The Trustee at all times shall have the power
to pay either from the principal or income of the Trust
assets any outstanding bills or obligations owing by
the Settlor.
3. The Trustee shall pay such portion or all of
the principal of the Trust assets to the Settlor as the
Settlor may from time to time request.
4. Upon tho death of the Settlor during the
existence of this Trust, the Trustee shall pay over all
assets of the Trust remaining after payment of Death
Taxes and other such costs and expenses in connection
with Settlor and her Estate as provided in ARTICLE IV
hereof, whether corpus or income, in five equal sharas
as follows:
(A) One equal share to Settlor I s
brother, WILLIA11 C. DEEN, now of R. D. 1,
Port Royal, Pennsylvania, if he survives
Settlor. If Settlor's brother does not
survive Settlor, the equal share otherwise
payable to him shall be paid in equal shares
- 2 -
.,
.
to his wife, SARA E. DEEN, and his children
living at Settlor1s death.
(B) One equal share to Settlor's niece,
KATHRYN J. RYAN, now of 106 Wayne Drive,
Harrisburg, Pennsylvania, it she survives
'Settlor.
(C) One equal share to Settlor's niece,
ROMA D. BARRY, now of 806 West Market Street,
Mechanicsburg, Pennsylvania, if she survives
Settlor.
(D) One equal share to Settlor's nephew
W. RICHARD DEEN, now of R. D. 1, Port Royal,
Pennsylvania, if he survives Settlor.
(E) One equal share to UNITED METHODIST
HOMES FOR THE AGING, INC., to be added to and
held in the Care Assurance Endowment Fund of
Bethany Village Retirement Center, 325 Wesley
Drive, Mechanicsburg, Pennsylvania.
If ally of the shares distributable under subparagraphs (B), (C)
or (0) lapses because the beneficiary named thereunder fails to
survive the Settlor, the share otherwise payable to such
beneficiary shall be added to the shares under paragraphs (A)
through (0) which did not lapse in equal proportions.
ARTICLE II.
The Settlor reserves the right at
any time to altar, modi fy / amend or revoke any or all of the
provisions of this Trust Agreement, and to add additional assets
to this Trust.
ARTICLE III.
The Trustee shall render annual
statements of the receipts and disbursements of income and
principal of the Trust to the Settlor.
ARTICLE IV.
During the continuance of the
foregoing Trust, the Trustee shall possess, among others, the
- 3 -
.
.
following powers, Elxeroisable in all events, for the best
interest of the Settlor:
1. To retain any investments so long as the
Trustee may lieen, it advisable so to do.
2. To vary investments, when deemed desirable by
the Trustee, and to invest in suoh bonds, stooks,
notes, real estate mortgages or other securities or in
suoh other real or personal property as the Trustee
shall deem wise, without being restrioted to so oalled
"legal investments."
3. To exeroise any outstanding stook option in
effeot at the Settlor's death, and to borrow any
neoessary funds from any person or institution,
inoluding the Trustee, to mortgage or pledge any or all
real or personal property as the Trustee in its sole
disoretion shall ohoose without regard for the diaposi-
tive provisions of this instrument.
4. In order to e ffeot a division of the
principal of any trust or for any other purpose,
including the final distribution of any trust, the
Trustee is authorized to make said divisions or distri-
butions of the personalty and realty partly or wholly
in kind. If such division or distribution is made in
kind, said assets shall be divided or distributed at
their respective values on the date or dates of their
- 4 -
.
.'
Ij
'. '
division or distribution.
In making any division or
distribution in kind, the Trustee shall divide and
distribute said assets in a manner which will fairly
allocate any unrealized appreciation among the
beneficiaries.
5. To sell either at pUblic or private s~le and
upon such terms and conditions as the Trustee may deem
advantageous to any trust, any or all real or personal
estate or interest therein owned by any trust severally
or in conjunction with other persons or acquired by the
Trustee (including selling "short" any right, privi-
lege, option or asset), and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a feA simple title,
fr.ee and clear of all trust and without obligation or
liability of the pUI'chaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or salesl also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, ':>ptions or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon the Trustee in this paI'agraph or
elsewhere in this instrument.
6. To make leases of real estate.
- 5 -
.
.
7. To borrow money from any party, inoluding the
Trustee, to pay an indebtedness of the Settlor or of
the Settlor's estate or trust, expenses of administra-
tion, all estato, inheritance and similar taxes ("Death
Taxes") and other taxes.
8. To vote any shares of stock whioh form a part
of any trust and to otherwise exercise all the powers
inoident to the ownership of such stockl to actively
manage and operate any uninoorporated business,
including any joint ventures and partnerships, and to
inoorporate any such uninoorporated business, with all
the rights and powers of any owner thereof.
9. In the disoretion of the Trustee, to unite
with other owners of similar property in carrying out
any plans for the reorganization of any oorporation or
oompany whose seourities form a part of any trust.
10. To assign to and hold in any trust an
undivided portion of any asset.
11. To select, employ and compensate any person,
firm or corporation engaged in rendering investment
counsel advice to advise the Trustee in making invest-
ments, managing securities or nlaking decisions con-
oerning the purchase, retention, sale or other
disposition of any part of any trust estate hereunder I
and to select, employ and compensate any attorney or
- 6 -
.
.
firm of attorneys to render legal services to the
Trustee with respect to any trust estate hereunder.
12. Whenever and as often as the Settlor, to whom
payments of income and principal are herein directed to
be made, shall be unable to act, or shall laok ability,
or, in the sole judgment of the Trustee, shall
otherwise be unable to apply such payments to the
Settlor's own best interest and advantage, the Trustee
may make all or any portion of such payments in anyone
or more of the following waya:
(a) Direotly to suoh Settlor.
(b) To the Legal Guardian or
Conservator of the Settlor.
(c) To a relative of such Settlor to be
expended by such relative for the benefit of
the Settlor.
(d) By the Trustee expending the same
for the benefit of the Settlor.
13. To pay, in the Trustee's discretion, without
reimbursement, all costs, Death Taxes or other taxes,
expenses and charges in oonnection with the
administration of the Settlor's estate or trust, and to
pay the funeral expenses and the expenses of the last
illness of the Settlor.
- 7 -
..
.
AR'l'ICLE V. It is the intention of the
parties to be legally bound by this instrument.
ARTICLE VI. This Trust shall be governed by
the laws of Pennsylvania, and its situs shall be Cumberland
County, Pennsylvania.
ARTICLE VII. No part of the .tncome or
princJ.pal of the property held under the Trust created hereunder
shall be subject to attachment, levy or seizure by any creditor,
spouse, assignee or trustee or receiver in bankruptcy of any
beneficiary prior to his or her actual reoeipt thereof. The
Trustee shall pay over the net income and the principal to the
parties herein designated, as their interests may appear, without
regard .to any attempted anticipation (except as specifically
provided herein), pledging or assignment by any beneficiary under
the Trust created hereunder, and without regard to any claim
thereto or attempted levy, attachment, seizure or other process
against any beneficiary.
ARTICLE VIII. Any person who shall have died at
the same time as Settlor, or in a common disaster with her, or
under such circumstances that it is difficult or impossible to
determine who died first, shall be deemed to have predeceased
Settlor.
IN WITNESS WHEREOF, EVELYN H. DEEN, Settlor, has
hereunto affixed her hand and seal and DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, Trustee, has oaused this First Amendment to
- 8 -
'"
, '
" '
,
.,
':~
,\
'"
!' I, ~
. t' ~ -' \
"
','pl
"
",
"\1" 'I":: 'I,'
o \~ : . I ; 1
II I
"
,I"
;,',1' .,'
"'.J,'"',,,,I"
p ,I, '
":,',;:":,\",,/,1.":,'
"
,"',','
Iii
"'II I.
\\\
I,'
,I.:.
':\.
1\,
" ~
,
",
','
,
,!'
"
I'",
'P. ",,'
it';
,
\,.
"
'I'"
~ j , . I. '
,'1",; .. ,_,' ,
~JI,' 1 i/~ ;.'; -'__,':,' ";.l~ ~:'
.':"-,',':"1;,, ;''',::,r,;>:::'':'
I.lr.',< '(I,~";>',,!\:
'i ),,- ,;".'!"", t ; ( , .; ~,_)'
jh'I'r",'\"'-'. , \ . ',.
.,!'
1'1"':-
"1\,4-'"
;'{,I .,
(:, 1,;'''. I,i:,_,'
I, "
',>,',i\/ ,~
'" 'j" "J,' '('-",,'1,
. /' ,.
,I ',:,1-.1 1,_" r
.,'~ I "
..:' ': ':,1;,
J1IL;J\',.iJ;,',"',:..",,,,; I ....... I"
ll.\';'!'l'~~~r'h\,"::-,\l.'\;',' :'~ ,'" "
), ~\-~" " '(, I, ,1\, '. :\,- \
S;:X{;::j' ",.:,,',::'i ,~,." "'''';:,
'r,
," "
"
'. ~ :l~. "
,
"
"'.
"
',', ',',
",'
. ~ I'
,"
II,'
"
,("',
',c'
','
.I,_j,'
I i1"c < ,j .., 1'~, ' .', J '
( '~){"\f 'j. ,I f,' , I, "'1
I"i'~ '.\ 1,.1,:"\,,,,,,,; ',' ,,'",
'''~4'' "'l '~'1.:,1 ~ ',I. I,'~ I '
if, ~ '.~ II 'H, ''''" I" ,
tHi.'J~~\)I\~i"r,"~t.'Jlj".'''I'/t! \.'. ) ,.
,~W'iT f . \. ~J I fl' } 1',' I ~ "" ' ;
~;j!'~o1~\~l\'I'IJ}'.,,;"{1 ;l~,e,~ \i 'I', ,"
J I -,l\t(.I;'\,\ !~" I (l\,tr~ I " "1',, 1.-
~".1"'("" .d 11>1"'1' ", I
I'. ~ ~1'/q, lll".,J;. ..,~\~ " ,'j,l" '
I''u,\~ ! ~f'I.~~" I, '\ ".,'1'.' . ..., , I (
It~ '''\' > j I' . I' "
!fjh'l!! ,,1<0;,:.]'1" '1"1" l I,~' " ,".
it 3 'l,'.:~l'o,;,;,lo~, l. t\ . " i,
: ~~l :'~~f~ti:~\\M~'~i;i ::~),'j\l:,!'l"','!;,;
!lll'~"l' 11..~':\}ld' , ,'l'. .','
~,.!\"" I 'ifi I,' ,",': '. ..', fl' "":'
t~;,. '0:, Pol' '"("r !l I '1 .)
. I ,....!1.\,;'\ '", ,,1,"1,'. ':.1':
",i!tl~,~<<-"jdl:~J'-";':i:,"::" :"'.., q,
~ \ -:)(~~;,.~\i;}~'\:!f :_/1" I: :," ":~'-"'"
. ~t . {" fl. i .11 I ,,- 'I ,"
'~. ~h\l~\ -jft _I,: 1, ''''I' . 1,1'1\
, ,~t,.,j\'" 11' I'~ ,-1,rl,,' \, I" i'.'
I<; A ~ t. ~ Jj'" .,'
\11.1 ~'!t~"M~ j;''';':I~' 'J': I~ "I
~"rl:ri~~jf,,,,,,,(,,,\,,.',\,,.,', . "I"
~~l/Jt~rrlH1;'" 1\/ l' ','<
; ,:':"", " r '1' .' 1 ~\ ' "
,~. '-11j1Vh'/"'~;ttt\~"'" l'll:l" '..~ll.' ,j:'
t,.~~""H', 'J< "w .' ".
~~~"i'i:,"6'\I;-'''':' ";''', .
'\ "~' .1It 11th VI, <<; "1'1'" '
'I iI"",,, '\ 'I'
'~" .:l.-l\I,'I/ '('" '" ,<' I I
,.,~. ,:~{(!:,),\l.Y" I,' L" '"
r ~W'i'.III",('o' 1'\1:" 1,'(\:'1 : ,
&.{i:\L\l,?,}.'ltl,,',.r>ljl"('I, "
v':l }:,\,I,,, "I.. ,~, , , 'J ,_'
l,f~t-'1f~}(\::'f.',t, ',11(1 ',L' 'i !"'(~
~Llf:~1'/\';- I) j,'-',t,. /(\r-", .',', ~__" ,'I, J'
l"-"v~ \t))jh,,~,-y,'-~:H,,('/'--'." ,',,'1:: . !J~"
~"frll'" )' '''\'' -'," 'il:'~'l/l\'h'f.". " , '1'"
t;r{('I~,:,,~Y'r\#:j;;:~ ,'" r :'-:~'h ~l: :''.'11 ),1\; I,', ., ""
'J?!J(',I,.,},/,,/ '_, \""
~ -, :" - ,I_h' ,; t" ,. J .' '\' ,
'>j~I'/I~"I~~.-I;ld",'I{" jl 'I" ,1'\I~ ! I, ,II
'd '111~'o\"~'.(I'\' ',I; rJ . i' I
"'~rt' I, ,I, \t ".j,l,' ,I" 1 '~,'-'I"/,'
If I 'I I~ ~ (\ '~'I' ", .' ( I J 111 I
\1 '.', t' {'It ~, itl" ," 1 'I I ,""
Il,,;,{:r , r:(;~, I~ II ! It ,;. \' ("", i r,'
'--'~~;(~il.I,'~;!'I\j'r." '.~!r" ,I 1 ,!' !"
\W;~'"ii,'" ., "
,~~-;r;;l\';.'!;Wt;" "I,:!'", I', .. ,t
It:--f, ~'l:'t\""'{":";"~" ,\\. \', "j' ,':":,'"1",,,,,:,1, :,'
r"'\'~l"'I' "_1~lo<1 ',j I- ,'_I 'Ii ',' ,'"
\1!fhwll'h1trl,',lj!'jl,' i
"~k:l, 1\,\;,. j .: '"
'!'I I"
,,,
,',"
",","
',// :
I'"
Ii;
,
".,
,,"~ I,' 'I/O i'
,;
,
/"',
".
,
,
':';i'l
,
,
'oIl, .J
',1 I
, "
, '
'i'" !"
I'
'"
,
"-;'.
,:",'
,",
",
"
d_ ,I,
,-, "
t .-'
','
",;(,
,~H"
'n!
",':( ~.
'OJ, '"
'I,'
",-,...;."
"I
,'-;.
j,":
,'.' "
"
, ....: ,',...' 1/; ~; ...
-, \ ~ ,\ '..- ; ','
'1:-."1,1"
;;-"
,,',
jl: ..'
,
" ."
'I. ,/ ,"~ "
--\:::':',i:i/l,;",
'_1,:-1"
"
.,','
'i.
,I',
'1(.
,\,
.f'
',,1
'\'
"
'"
,
"
,
"
"
"
,"
".'
'I
(',
"/',i,-, j,
,;1\'
, 'I'
,,'
'(Ii
\ '
"
v
I'
'"l.'
,
{""',
I"~
'I",
"
",1"
,I
I'
"
,,.
, '
, ~, '!',' :;
, ,
,,;':
,
, ,
iI,
"
"",
">
\,1.
,.,',t,
"
, I ,~
'11,
.,t
"
'"
',.
:'., ,<
"
,
,,'
I""
,I;
'-'I
...
"
II
,', {'
!'''I'
";
I'
'{I
\.
",
'\;,,\.,-,'
;, \,' ,l't' .,'
"
\' ,
!;
',-,1
..
I;"
"
II',
',1-:.",'-'"
, 1.,1, II'
",l.l', If,; ""
I
,
,
'I,
',.,
1\"""
'1\->
"
",'"
i/
,00
"
.,:' ",
,"
!"
',I"~
, '
"'1',
,
',r,' '-"
I
'I:':
"
.. ,
"l,';"
~ 'J. .
"
1:1.-
"
'",
"
",.
'"
,
: - ; r ~ ~ )
, ,'~,
',.',
'1',"-
'{'",';;,,~~,~:l; ,:/'"
I" 'ofr'
'" 'I'
'1-."
'I"
,
,
'",
""l'I,'
I,','
,
,
I' ..
'I""
,,'
"
,;'
:';'
"
'i'"
,
,l,1
, ,
:',\.
/"
,
\,
I'
,"
"
"
,I
"",
',-.!...;.:..\,<.,
'~ l" j r
.}'
,
,,'
"
"
, I/-_
"
'0,
"
"",
;';
,
, ,
..
i'I
,."
'. ,
~ ( "
("'-
'j,'
\\,
,\
, ,
,'I;'
".(1
"
'\
"
"
, ";
"
\:1 'I,
t',,',i", .j'
',.\i "
l,',
,
,\1
':
, Ii, I ~ : ( ,
"',
"
i'
'I"
I,
" i,,',,'
j"
..
, ':,
..
','
."f
1'-.
,
"
,1-;.'
,,",
',',
"
'I:
,"'i\~, '
.,1"
I'll'"
,
"
"
,..
'.',
,',
, "
'. ,
"
('I
"
',"
",
'.
",,
,"
"
,~
"
1'-,"-""'1": ",
',- ) ,",
.. ......
"I~,r ':' ,'(i \
.
.
. '
'"
",'
COMMONWlALTH 0. PENNSYLVANIA '}
COUNTY O'~UIAIIAL.M1D...m)/)I/.t)
0-;:1.-' :/J/1/</9
a.
Sue Mauery, Assistant Vice President and Trust Officer
.ccordlnlJ 10 I.w, d'poll! .nd ..ys th.I she is the Executor
0' the &tel. 0' };ve1yn H. Deen
,... 0' ___ Lowe r ),l1ell Town~.h.!L__ I Cumb.rl.nd C4unty, ~." d.c....d end th.I Ih.
withIn II .n Inv.nlory m.d. by Dauphin Deposit Bunk & T!:!!.s~~any , the ..Id Executor
0' Ih.. .nllr. ..hI. 0' uld d.c.d.nt, conshllnlJ 0' .11 the ptrlon.1 prop'~rty .nd rill ..t..., .mpt rul ....t. oul1ld.
Ih. Commonwulth 0' P.nnsylv.nl., .nd Ih.t the f1gurll oppolllt uch Item 0' the Inv.ntory r.pr.unt It's ,.Ir vllu.
II of the ~d. 0' d.ced.nt'. duth.
~~~/, ~ Dauphin Depooit Bank and Trust Company,
~.(... Vr;, ,;;t .nd lublerlbld b.lor. m., Executor of the Est~t~ of Evelyn H. Deen
BY: \ , , '_ . / " .I ( \.{ , ,
',1 ." ih":J ~- (1;/ btevltr . ~
'/?r.., 0(/ ~ 19 7';; Sue Mauery I Asst. vr;;"Pr;'sisent/Trust Office
'j7~;.Ij~'Y .//>, ~ /
7/~tJ.~.'I, .-(~f/f " -r~1':all _/ -
l Y' Mmy Ann ^l1dOl~Hln, No\i:lry Puhlic
Ilarrlsburn. Dtlupl1m County
My COlllmjgsion Explrll~; Ocl. ao, 1 mlB
Momhor, Ponmvtv;min ^"-l'..rdnlion 01 ~ Jnl.l.r!. ~.
sworn
b.lnt duly
213 Market Street
P,O, Box 2961, Harrisburg, PA
17105
~-
DII. of Duth
17
De,
February
lo4..th
1994
Yu,
INSTRuctiONS
I. All Inv.nlory must b. m.d wllhln thll' mon'hs lit., Ippolnltnlnt of plrlon.' rtpr...nt.tlvl.
2. A luppl.mlnt Inventory mUI' bl m.d within thirty d.Y' 0' dlteov.ry 0' .ddlllon.lllu".
!. Acldl!:ull shu" m.y b. I".ch.d II '0 plrlonllty or rully
4. S.. Artlcl. IV, Rcluel.r!u Act 0' 19049.
1..1 ()
III
"" 1 I<
i ~ .<: '3
~ . CI'
~ . ii'l
2 5 ~ 3
~ ~ ~ c! Ii r
.. ..I II. ~ III i
.oJ ~ 0 III .... -ag
II. III :i! C/l~ ~
~ 0 ~ G( i:l ~ ,,..,
. I< a .C/l
ffi 0 :t " J <
- .. ~ ) ~
. 0 "" >,
, ....l ~~
.... 1
III C::~
~ ... ~o
0 '1: ~j;j
J 1 .ll
. e 9
-= .
_ ..., '.....,~...' 4~, .... .
~
_......M.
, -
,\
"
"
"
"
"
,
I
, "
~
II"
,
,"il~ ~
, '
0;'
DETACH ANO RETAIN THIS PORTION FOR YOUR RECORDS
NO NAME
~ve1yn Deen.
111104291800
Trustee u/A 4 r
,y./-tl;./-~o4
DATEMey 13. 1994
NO NO.
REMITTANCE AMOUNT
INCOME PRINCIPAL
$4.750.00
FOR
Payment on Account Pennsylvania Inheritanca Taxes
I"
$5.000.00
250.00
$4.750.00
Payment
Less Discount
5%
jt~w:C: "~''1 7JJt'1~
, 3:25 J1V~ fJu, .
," .)) 71c5S !
7%/: OitLalff/~ \
, h
I' i';-,"; t "\, I" I ,~~ J' HII',; ,': :i.. ','!"', , L' 'In"; T'':' '.J,"~'t.1 1/., ,I:.;,.. i.l ;;I,I.,'':;\.jf;~'!: 1(.' t~l,i)ji,,_\I~~i\i;',fi'-;vI ;I'jft",''>i .t~,~~, '\"~f~
I
I.
o Dauphin ~I Bank
crdlus'C
~......IOI
~~~~
,'J.. 'I,',,".'" '"
, ' '
!.\,.,:"j"",,;
I',.'.',!l
"
"
,
,
\
I
.\
,,'
~, , ,,'
i'
., I'
~ 1,
.
'..'
..'
I'
"
,
, .
I '~ , ,
,\
I , ...
~ "
"
" "I',
(~" ,'j"..
"
"
"
"
"
,!
"
,
" '
",'"
.. . ''" . -', . .
',-.. .......-
';4~:_~_~"-'~''''.'''''''''''..A1I ~ ~".r"""t..!'
~
..j..
l/ -)J/() -I r
I'V.'.:<<) u. 1"'"'1
'~",~" }
'1'.\' /l\
.... ,,uw.
COMMONW,AUH O' '.NNSW....,NI..
De'... MIN' Of leV. Nul
010121060'
HAUUIUIO, ,... 17121~1
~ NA.MllLA$T, Plut AN MI
DEEN, EVELYN H,
1. R.al E.,o'. (Sch.dul. ....) f I)
2, Slock. and Bond. (Sch.dul. 8) ( 2)
3. Cla..ly H.ld SlocltlPortn.llhlp In'.'.II (Sch.dul. C) (3)
4, Martgog.. ond Nal.. R.c.lvobl. (Sch.dul. D) I AI
. ' .
5. Co.h, 80nk D.potl" & Mhc.llon.au. P.llonal P,op.rty( 51
(Sch.dul. E)
6. Jaln,ly Own.d P,op.rty (Sch.dul. FJ ( 6)
7. T,onll... (Sch.dul. GJ (Sch.dul. L) ( 7)
8. Talal Gro.. A...II ('olalllnll 1.7)
9. Fun.,ol Exp.n..., ....dmlnl"'a'lv. CO"" MIIe.llon.oUI ( 9)
Exp.nlll(Sch.dul. HI
10. D.bll, Mortgag. Uoblllti.., tl.n. (Sch.dul. I) (10)
11. T 0101 D.duc1lon. (Io'ollln.. 9 & 10)
12, N., Val.. 01 Ello'. (IIn. 8 mlnu.lln. 111
13, Cha,lIobl. ond Gov.,nm.nlal 8.qu.." (Sch.dul. J)
lA. N., Valu. Subj.c110 Tox (1In. 12 mlnu.lln. 131
15. ....mounl 01 IIn. lA loxobl. 01 MI '0'.
(In<lud. valu.. I,om Sch.dul. K or Sch.dul. M,)
16. Amount 01 IIn. lA 'axobl. 01 15% rol.
(Includ. ,alu.. from Sch.dul. K or Sch.dul. M.)
17. P,lnclpollax duo (....dd 'axlrom IIn. 15 ond from IIn. 16.)
18. C,.dill Spoulol Pov.rty C,.dl, P,ior Paym.nll Ol"au",
_ + 4,750. + 250.
19. If IIn. 18/. g"o,.r Ihan IIn. 17, .n'or Ih. dIK."n" on IIn. 19, Thl.l. th. OVERP....YMENT,
mD
20. If IIn. 1711 g"alor Ihan IIn. 18, .nl.r ,h. dIK.,.n" on IIn. 20. Thl.I' Ih. TAX DUE,
A. Enl.r 'h. Inl.,..1 on Ih. bolanc. duo on IIn. 2010..
8. Entor Ih. 'alai 01 IIn. 20 ond 2010. on IIn. 20B, Thh I. Ih. 8ALANCE DUE,
Mak. Ch.ck Pavabl. la, R.ghl.r 01 ~1I1., Ag.nl
....... 8E SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND TO RECHFCK MATH..
Under Plnchl" of p.rjury, I d.c1otllhall have examlnld Ihi1 Illu,n. Including accompanying schedul.. and lIol.mlnh, and 10 th. b", of my knowledge ontJ blll.l,
h I. 'ru., CO(f.(t and campl'Io. 1 dlelar. thai all 'tal 11101. hOI b..n '.poned allru. mOthl ...alu.. D.datallan af pr'par., olh.r than Ih. p.nonal ,.pru.nlatl.... i.
bo"d on alllnfot,nollon of ""hick propor., has any kllowl.dg.. -
IJ9.&'~~~~R' "~~~8Iil{OlllWNkfO~~'~N't~t1~'tN Comp~~f~',SlTrustee u/Ap,reement with Evelyn H. Deen 0::>, ",
RY, ,-",.'.' I", , . .., I P.O, Box 2961. Harrisburg. PA 17105 . '~I ,I
111mAIUI. Q' '1.,.I!I.QfHTlII1l<NmIDt/4 Allvl AOOltll . OAII
Assistant Vice l'resldcnt and Trust UI. t1cer
l!!
~~~
oi~
I..
l:!1
~2
, ,
/L/-,},/I~/j
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
NUMBfR
AI
PO. DAns 0' DrATH Am. 12/3119' CHICK HIU
tr II II'OUIAL
I'OYlln CUDIT II C~IMID 0
PILI HUM". -
111994-00449
COUNTY CODE YEAR
M'UTl AOOUU
BETHANY VILLAGE
325 WESLEY DRIVE
NECHANICSBURG, PA 17055
c"":,, CUMRERLAND
I
~~' ;;~'~
o 2.
AI
V.I HUM
r I' H
3/14/04
181-32-4933
[]l 1. Orlglnol R.'u,n
o A. Llml,.d EI'al.
Suppl.m.nrol R.lu,n
o 3. R.molnd" R.lu,n
(lor dOl.' 01 d.olh prior I. 12.13,82)
o 5. Pod.,ol E,'ol. To.
R.,u,n R.qul"d
...Q. 8. T 0101 Numb" of Sol. OlpO.1t 80'.'
o Aa. Fu'ur. In,orlll Comproml..
(lor dol.. of d.ath oh.r 12,12.B2)
o 6. D".d.nl DI.d 10"01. Q9 7. D.cod.n' Moln'olnod 0 Living T,uII
(Mach copy of WillI (A"ach copy .f T,ull)
All CORRUPONDENCI AND CONPlDENTlAl TAX INPORMAnON SHOULD 81 DIRECTED TO.
AM Dauphin Deposit. Bank and TruHt Compan .. L WoIIH A
Attn: Sue Nauery . P.O, Box 2961
N NUM Harrisburg, PA
17105
717
255-2051
None
25 . 503.20
Nnnp.
None
4 .166,81
z
o
i
None
25.224.27
3.494.40
( 8)
54.894.28
247.19
(11)
(12)
(131
(I A)
3 ,741.59
51,152,69
10,230,54
40.922,15
{'51
None
)( ,06..
None
z
o
~
S
~
8
a
(161
40,922.15
)( .15"
6,138,32
(17)
6,138,32
hIt.,..,
(18)
(191
5,000,00
None
Chcdc here if you ora rcqut'\ling a refund 01 your oV,c'rpaymcnl
1.138.32
(20)
(20A)
(20ft)
None
1,138,32
'...,'-
" ."
, ... N., ,...... ......._,
, ~
, ,
"*
CllMl'Oll~~~ 01 'IHHIN"HIA
- IHHlr/ioiNtIr.c~:.'m'
SCHEDULE I
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
" 'II
.. : ",' ~', :.
~' -.'.
"'4-1,,"_ ~.."
PI,oll P,lnl or' ,
M
1994-00449
EVELYN H. DEEN
~..s\\4I,"r-.~ wHh tlot _I,hl .f Survl....hl, ..u.' " ~I..I...~ .. s.h.~ul. 'I
"EM DESCRIPTION
NUM8ER
1. Reimbursement from Blue Cross/Blue Shield
VALUE At
DAtE 0' DEAtH
81.52
, ,
!
2. Received from Penn Treaty Life Insurance Co. - Refund
of unearned premium of policy 1I181324933A 49.80
3. Received from Erie Insurance Co. - Refund of unearned I
, premium of policy #Q54-1702398-H 19.00 I
\:
4. United Methodist Homes - Refund from Bethany Village 2,258.49
5. Internal Revenue Service - Refund on 1993 Tax Return 1,706.00 \
6. Pennsylvania Department of Revenue - Refund on 1993
Tax Return 52.00
"
I".
"
$ 4,166.81
lMo'" tddltl..o\ t\l" . 11" "'"n . -. "oc. 11 ...M,l
""\llIf.. ,...,
nTAU"o,
ITEM
NUMBER
11,
1.
~b~
I SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
(().Y.N.Op.jW(A~lH 0' 'It~H'VWANIA
IN"'litANCI tAl UtU'N
11\101'" OICIOI'"
P11011 "Inl 0,.Jtp,
=
mE NUM&U
1994.,00449
EVELYN H, DE EN
DESCRIPTION
Fun"al bpon,,"
Neill Funeral Home - Funeral expenses
Kathryn L. Ryan - Reimbursement for funeral expenses
1.
B. Admlnhl,otlvl Co.'"
2.
3,
A.
C.
1.
2.
3,
A,
5,
6,
P6110nol Rep,e\6ntollvl C"mmlllionl _ ' _.
Sodal Security Numbor 01 Pellonol Repreltnlollv., __.lL.---!22._.r: 8833
Termination fee to prepare Inheritance lax retur
Year Ccmmlllion\ poid _..______ and Final Account
Allorney fUI
Rhoads & Sinon
-
AMOUNT
308.20
297.10
500,00
2,000.00
None
6.00
9.00
142.10
40.00
15.00
6.00
7, fegister of Wills - Record Trust Agreement and Certify copies
8, Dauphin Deposit Bank and Trust Company - fee for preparation
of 199j tax returns
--- ----------.------.--..---------.--.-- -
TOTAl (Allo ontor on line 9, Rmpilvlo'ion) $3,494.40
fomily Exempllon
Clolmant
Add,oll 01 Cloimont 01 decedent', deoth
Slreel Add,." _0__
Cily __.___._._5101'
Relolion\hip .__
Zip Code_o
P,obo'e fe..
Mhc.Uon.ou. hp.nl":
Vital, Records - 2 Death Certificates for W. Richard Deen
Vital Records - 3 Death Certificates for William C. Deen
The Patriot News Company - Cost of advertising and Proof of
Publication
Cumberland Law Journal - Cost of advertising and Proof of
Publication
Stanley Smith - reimbursement for fee paid to Register of
of Wills to swear in Executor
Vital Records - 2 Death Certificates for Evelyn Deen
(If mo'. IPOC' I. needed, Inlll1 oddjtlonol Ih..h 0' laml II..,)
46.00
125.00
,\ "", ...'
.>. .... ..... _~.' ......' "w ,. . '....
"..."*IHa. ".... .l'~,f
~
I C~WtA&fMOf'fHH'nw.Hlot.
.."tlRANC' 14IIUIIIH '
Ill,"'" OIClot.,
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTlES AND L1F.NS
PI.a.. 1',lnl or T .
PILI N MI'.
1994-00449
~T. O'
EVELYN H. DEEN
I~M DUC.Il"1'ION
NU I'. AMOUNT
I, Alert Pharmacy - Balance due 112.54'
2. Sue Carr - Hair care 2/2 and 2/15 16.00
3. EKG Associates - Balance due 21.60
4. MetPath - Balance due 5,45
5. Cowley Associates .: Balance due 91.60
, I
I,
TOTA,L (Al,o ,.," o. n.. 10, .1C0plt.loIl0.'
11111I011 IpaCl h nood~. In.olf additlona' .h.." 0' lamo 1111,)
$247.19
"
.,
I, Evelyn H. Dee~_ (Settlor) of Mechan1csburg. PA
hereby transfor to Dauphin Deposll Bank and Trust Company (hereinafter
called Ihe Trustoe), a Pennsylvania bank and trust company, the property described In the
attached Schedule, to be held In Trust as tollows:
FIRST: Dlepoeltlve Provlslone For My Benefit - During my IItetlmfl:
A. All of the net Income shall be paid to me at Iflast quarterly or shall be paid or accumu.
lated and added to principal, as I may direct In writing;
B, As much of the principal as I may from time to time requeslln writing shall be paid to
me, or as I may otherwise direct;
C, It, In the Trustee's opinion, I am at any time unable to act or to apply the payments to
my own best Interest and advantage, the Trustee may apply directly for my benefit as
much ot the Income and/or principal as the Trustee may, from time to time, deem appro-
priate for (my ) weltare, comfort, support or emergency needs and may add to prlncl.
pal as much of the Income as the Trustee deems advisable.
0, Trustee shalt keep true and correct books of account, which books of account shall at
all reasonable time be open to the Inspection of Settlor or his duly appointed represent a,
tlve, Trustee shalt also quarterly render Settlor a detailed statement showing all receipts
and disbursements on accounl of the trust estate and the manner and form In which the
trust estate Is Invested at the time of the rendition of such statement.
SECOND: Dispositive Provisions After My Oeath- Upon my death while the trust continues,
the Trustee shall pay the then.remalnlng principal and Income to my Executor or Admlnlstra.
tor for disposition as part ot my estate,
THIRD: RIght to Revoke and Amend: I reserve the right to revoke or amend this trust, In whole
or In part, at any time and from time to time by an Instrument In writing, delivered to the Trustee
and Intended to take ellect during my lifetime; except that the duties, powers and liabilities of
the Trustee shall not be changed without lis written consent. The Trustee reserves the righi, at
any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the
trust estate to me, after deducting theretrom Its fees and any expenses then due and payable.
FOURTH: Addltlone to Trust: Subject to the approval ot the Trustee, either I or any other entity
may add property, real and personal, to the principal of this trust.
FIFTH: Truetee's Powers: In addition to the powers granted by law, my Trustee shall have the
following discretionary powers, applicable to principal and Income, which shall be exercls.
able without leave of court and shall continue until distribution Is actually made:
A. To accept and retain any or all property, Including stock or other securities ot the
Trustee or of a holding company controlling the Trustee;
B, To Invest In all forms of property (Including, but not by way ot limitation, real estate,
all types of stocks, bonds, options, and participations In common trust funds and money
market tunds); wllhout being confined to Investments prescribed by statute and wllhout
being required to diversity;
C, To buy Investments at a premium or discount;
0, To hold property unregistered or In the name of a nominee;
E, To give proxies, both mlnlstorlal and discretionary;
F, To compromise claims;
G. To Join In any merger, consolidation, reorganization, voting trust plan, or other con.
certed action of security holders, and to delegate discretionary duties with respect
thereto;
H, To borrow from Dauphin Deposit Bank and Trust Company or from others, and to
pledge real or personal property as security theretor; to loan cash or securities upon
such terms and conditions as trustees deem appropriate,
I, To sell at public or private sale for cash or credit or partly tor each, to exchange, to 1m.
prove, or to lease for any period of tlmo, any roal or personal property; and to give options
for sales, exchanges, or leases.
, .
I.
J. To allocate ar 'operty received or charge Incurred to pll )al or Income or partly to
each, without being obliged to apply the usual rules of trust accounting;
K. To distribute In cash or In kind or partly In each;
L, To retain any part or all of my business Interests held In this Trust as long as the
Trustee considers It advisable to do so; and to conduct, alone or with others, any such
buslnesG in which I am engaged, with all the powers of an owner or with respect thereto,
Including the power to delegate discretionary duties to others and to pay adequate com.
pensatlon to any such person; to Invest other property in such business, and to Incor.
porate It or change Its form,
SIXTH: Compensation: The trustee shall be compensated In accordance with Its standard
schedule 01 ohurges In ellect from time to time during the period 01 Its services, and this com-
pensation shall be paid from principal or Income or partly from each In the sole discretion of
the Trustee,
SEVENTH: Non,Asslgnment: No part 01 the Income or principal of the property held under this
Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or
trustee or receiver In bankruptcy prior to actual receipt thereof. The Trustee shall pay over the
net Income and the principal to the persons herein designated, as their Interests may appear,
without regard to any attempted anticipation (except as specifically provided In this agree.
ment), pledging or assignment under the Trust, and without regard to any claim thereto or
aUempted levy, aUachment, seizure or other process against me,
EIGHTH: Law Governing Trust: This trust Is created and accepted In the Commonwealth
01 Pennsylvania and shall In alt respects be governed by Its laws and shall have Its situs at
Cumberland County, Pennsylvania,
Executed on \ _ \ C/J _ - ,'19 8'1
NOTE:
Before executing this document you may
want to consult with your Atlorney to as,
sure that your wishes are being set forth
accurately and In proper legal form,
WII;~ ~I
. L c.
;{:;'~-~I"'~ ,i-(. Li.CIl.. (SEAL)
Settlor i.J
The foregoing trust Is hereby accepted,
Exeouted on January 18 . 19 89
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF DAUPHIN
On this, the 18th day 01 January ,1989 , before me, a
notary publiC In and lor the said Commonwealth and County, personally appeared
Evelyn H. Deen , known to me (or satisfactorily proven) to be the person whose
name Is subscribed to the foregoing Revocable Living Trust and acknowledged that he/she
executed the same for the purposes therein contained,
WITNESS my hand and notarial seal,
DauPh~s~ Bank and. Tru,;!,-Company
By ~~ ;9'c:::#!~~
(TItle)
Vice Preeident and Trust Officer
L{~~~~.~e:~~~
My Com s!i~i!lSON,NOTAqYPlleLIC
(SEAL) MYCC>>.lJ~SI~,.~ApUPHIN COUNTY
"II IR~S OCT,~, 1990
Mernbet,p~... .
"""":~~'n 0' NO!G,".
SCHEDULE OF PROPERTY
Referred to In the Innexed Deed of Trult dlted
from EVELYN H. DEEN
Company, Trultee
January 18 I 1989 I
to Dauphin Deposit Bank and Truet
$ 5,000.00 Caah
$ 3,069.62 Dauphin Deposit Bank and Trust Company Savings Account 001610406
I
$30,779.67 Merrill Lynch Account #872-32205
$ 4,000.00 U. S. Savings Bonds, Series E
Capital Life Insurance Company Policy 0240050341
Capital Life Insurance Company Policy #241050341
Equitable Life Assurance Society Policy 010-327-084
Equitable Life Assurance Society Policy 18-909-422
Equitable Life Assurance Society Policy 0276685
Great West Lifo Assurance Co. Policy 011059GP
American Bible Society Cift Annuity Policy 045180
American Bible Society Gift Annuity Policy #49136
,
, ,
" ,
" '
"
oJ -, ..... '''' .... ... . ~
AGRTRUST.OEE/SAS/
,1/30/89/#3
, '
HRST AlofENOMENT
1Q
AGREEMEN~-2F TRUST
THIS
hbf'1.I (;try
Wesley Dri~,
AMENDMENT made an1 entered into this ~ day Qf
, 1989, by and between EVELYN H. OEEN of 325
Mechanicsburg, Cumberland County, Pennsylvania,
hereinafter called the "Settlor", and DAUPHIN DEPOSIT BANK AND
'i.'RUST COMPANY, a banking corporation with its principal office
located in Harrisburg, Dauphin County, Pennsylvania, hereinafter
called the "Trustee".
WITNESSETH:
WHEREAS, The Settlor entered an Agreement of Trust with
Trustee dated January 18, 19891 and
WHEREAS, The Settlor is desirous of amending said Trust
and restating it in full as provided herein.
NOW, THEREFORE, for and in consideration of their
mutual covenants and promises, the parties agree as follows:
ARTICLE I.
The Settlor has transferred and
conveyed to the Trustee assets listed on Schedule "A" attached to
the Agreement of Trust, and the Trustee, in consideration
thereof, agreed and dC\es hereby agree to hold and administer said
assets and any additions thereto, IN TRUST NEVERTHELESS, for the
following uses and purposes:
1. To have, hold, manage, invest and reinvest the
same, to collect the income and to pay over the nat
"
, ,
inoome in quarterly installments, after payment of all
proper oharges and expenses, to Settlo!:' during
Settlor's lifetime.
The Trustee is authorized and
direoted to pay and Use suoh portion or all of the
prinoipal of the Trust asaets as it, in its sole
discretion, from time to time, shall deem neoessary to
provide for the proper maintenance, support, medical,
hospital, nursing or nursing home care of the Settlor.
2. The Trustee at all times shall have the power
to pay either from the principal or income of the Trust
assets any outstanding bills or Obligations owing by
t.he Settlor.
3. The Trustee shall pay such portion or all of
the principal of the Trust assets to the Settlor as the
Settlor may from time to time request.
4. Upon the death of the Settlor during the
existence of this Trust, the Trustee shall pay over all
assets of the Trust remaining after parment of Death
Taxes and other such costs and expenses in connection
with Settlor and her Estate as provided in ARTICLE IV
hereof, whether corpus or income, in five equal shares
as follows:
(A) One equal share to Settlor's
brother, WILLIAM C. DEEN, now of R. D. I,
Port Royal, Pennsylvania, if he survives
Settlor. If Settlor's brother does not
survive Settlor, the equal share otherwise
payable to him shall be paid in equal shares
- 2 -
'.
, '
",
to his wife, SARA E. DEEN, and his ohildren
living at Settlor's death.
(B) One, equal share to Settlor's nieoe,
l<ATHRYN J. RYAN, now of 106 Wayne Drive,
Harrisburg, Pennsylvania, if she survives
Settl"r.
(C) One equal share to Settlor's nieoe,
ROMA D. BARRY, now of 806 West Market Street,
Meohanicsburg, Pennsylvania, if she Burvives
Settlor.
(D) One equal share to Settlor's nephew
W. RICHARD DEEN, now of R. D. 1, Port Royal,
Pennsylvania, if he survives Settlor.
(E) One equal share to UNITED METHODIST
HOMES FOR THE AGING, INC., to be added to and
held in the Care Assurance Endowment Fund of
Bethany Village Retirement Center, 325 Wesl~y
Drive, Mechanicsburg, Pennsylvania.
It any of the shares distributable under subparagraphs (B), (C)
or (D) lapses because the beneficiary named thereunder fails to
survive the Settlor, the shar~ otherwise payable to such
benefioiary shall be added to the shares under paragraphs (A)
through (D) which did not lapse in equal proportions.
ARTICLE II.
The Sattlor reserves the right at
any time to alter, modify, amend or revoke any or all of the
provisions of this Trust Agreement, and to add additional assets
to this Trust.
ARTICLE III.
The Trustee shall render annual
statements of the receipts and disbursements of income and
prinoipal of the Trust to the Settlor.
ARTICLE IV.
During the continuance of the
foregoing Trust, the Trustee shall possess, among others, the
- 3 -
, .
following powers I exercisable in all events, for the best
interest of the Settlor:
1. To retain any investments so long as the
Trustee may lteell. it advisable so to do.
2. To vary investments, when deemed desirable by
the Trustee, and to invest in such bonds, stooks,
notes, real estate mortgages or other securities or in
such other real or personal property as the Trustee
shall deem wise, without being restricted to so called
"legal investments.1t
3. To exercise any outstanding stock option in
effect at the Settlor's death, and to borrow any
necessary funds from any person or institution,
including the Trustee, to mortgage or pledge any or all
real or personal property as the Trustee in its sole
discretion shall choose without regard for the disposi-
tive provisions of this instrument.
4. In order to effect a division of the
principal of any trust or for any other purpose,
including the final distribution of any trust, the
Trustee is authorized to make said divisions or distri-
butions of the personalty and realty partly or wholly
in kind. If such division or distribution is made in
kind, said assets shall be divided or distributed at
their respective values on the date or dates of their
- 4 -
, '
division or distribution. In making any division or
distribution in kind, the Trustee shall divide and
distribute said assets in a manner which will fairly,
allocate any unrealized appreciation among the
beneficiaries.
5. To sell either at public or. private sale and
upon such terms and conditions as the Trustee may deem
advantageous to any trust, any or all real or personal
estate or interest therein owned by any trust severally
or in conjunction with other persons or acquired by the
Trustee (inClUding selling "short" any right, privi-
lege, option or asset), and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee 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 said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon the Trustee in this paragraph or
elsewhere in this instrument.
6, To make leases of real estate.
- 5 -
'.
, '
7. To borrow money from any party, including the
Trustee, to pay an indebtedness of the Settlor or of
the Settlor's estate or trust, expenses of administra-
tion, all estato, inheritance and similar taxes ("Death
Taxes") and other taxes.
B. To vote any shares of stock which form a part
of any trust and to otherwise exercise all the powers
incident to the ownership of such stock I to actively
manage and operate any unincorporated business,
including any j oint ventures and partnerships, and to
incorporate any such unincorporated business, with all
the rights and powers of any owner thereof.
9. In the discretion of the Trustee, to unite
with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of any trust.
10. To assign to and hold in any trust an
undivided portion of any asset.
11. To select, employ and compensate any person,
firm or corporation engaged in rendering investment
counsel advice to advise the Trustee in making invest-
ments, managing secuI'ities or making decisions conw
cerning the purchase, retention, sale or other
disposition of any part of any trust estate hereunder I
and to select, employ and compensate any attorney or
- 6 -
, '
I
I
tirm of attorneys to render legal services to the
Trustee wj.th respect to any trust estate hereunder.
12. Whenever and as often as the settlor, to whom
payments of income and principal are herein directed to
be made, shall be unable to act, or shall lack ability,
or, in the sole judgment ot the Trustee, shall
otherwise be unable to apply such payments to the
settlor's own best interest and advantage, the Trustee
may make all or any portion of such payments in anyone
or more of the following ways:
(a) Directly to such Settlor.
(b) To the Legal Guardian or
Conservator of the Settlor.
, I
(c) To a relative of such Settlor to be
expended by such relative for the benefit of
the Settlor.
, '
,
(d) By the Trustee expending the same
for the benefit of the Settlor.
13. To pay, in the Trustee' 8 discretion, without
reimbursement, all costs, Death Taxes or other taxes,
expenses and charges in connection with the
administration of the Settlor's eotate or trust, and to
pay the funeral expenses and the expenses of the last
illness of the Settlor.
,
, I
, I
Ii i
,
'I
I
" I
,
~ 7 ~
, '
ARTICLE V. It is the intention of the
parties to be legally bound by this instrument.
ARTICLE VI. This Trust shall be ';Joverned by
the laws of Pennsylvania, and i.ts situs shall be Cumberland
County, Pennsylvania.
ARTICLE VII. No part of the income or
principal of the property held under the Trust created hereunder
shall be subject to attachment, levy or seizure by any creditor,
spouse, assignee or trustee or receiver in bankruptcy of any
beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over the net income and the principal to the
parties herein designated, as their interests may' appear, without
regard to any attempted anticipation (except as specifically
provided herein), pledging or assignment by any beneficiary under
the Trust created hereunder, and without regard to any claim
thereto or attempted levy, attachment, seizure or other process
against any heneficiary.
ARTICLE VIII. Any person who shall have died at
the same time as Settlor, or in a common disaster with her, or
under such circumstances that it is difficult or impossible to
determine who died first, shall be deemed to have predeceased
Settlor.
IN WITNESS WHEREOF, EVELYN H. DEEN, Settlor, has
hereunto affixed her hand and seal and DAUPHIN DEPOSIT BANI< AND
TRUST COMPANY, Trustee, has caused this First Amendment to
- B -
A..-,
~ .
LAST WILL AND TESTAMENT
QE
EVELYN H. DEEti
I, EVELYN H. DEEN, of Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do make, publish
and declare this to be my Last will and Testament, hereby
revoking all Wills and Codicils by me at any time previously
made.
ITEM I: Except to the extent paid by the
Trustee of the trust d$soribed in ItEM III below, all
inheritance, estate and similar taxes becoming due by reason of
my death ("Death Taxes"), whether such Death Taxes shall be
payable by my estate or by any recipient of any property, shall
be paid by my Executor out of the property passing under ITEM III
of this Will as an expense and cost of admini~tration of my
estate. My Executor shall have no duty or obligation to obtain
reimbursement for any Death Taxes paid by my Executor, even
though paid with respect to proceeds of insurance or other
property not passing under this Will.
ITEM II: I give and bequeath all of my
household furniture and furnishings, automobiles, books,
pictures, jewelry, china, crystal, appliances, silverware,
wearing apparel and all other like articles of household or
Page 1 of 5 pages
\,
,.
personal use or adornment to my brother, WILLIAM C. DEEN, and his
children, KATHRYN J. RYAN, ROMA D. BARRY and W. RICHARD DEEN,
living at my death in as nearly equal shares as they shall select
under the supervision of my Executor.
If any such articles
cannot be fairly divided or distributed in kind in the opinion of
my Executor, such articles shall be sold and the proceeds thereof
shall pass as a part of my residuary estate.
ITEM III:
I give, devise and bequeath all
the rest and residue of my property, real, personal and mixed
(including any property over which I possess the power of
appointment), not disposed of in the preceding portions of this
Will, to the then Trustee of an Agreement of Trust dated
,Ja'1V(1.N If, l'rJX7, between me, as Settlor, and DAUPHIN DEPOSIT
I ' f
BANK AND TRUST COMPANY, as Trustee, as amended at my death.
ITEM IV:
If the bequest provided for.in
ITEM III would fail because of the prior revocation of the said
Agreement of Trust or any amendment thereto without provisions
for a substitute therefor, or for any other reason, it is
never~heless my intention to provide for a complete disposition
of my estate and to that end and in that event I give, devise and
bequeath all of my said residuary estate to those persons and
institutions named as remajndermen under ARTICLE 1.4. of the
First Amendment to Agreement of Trust bearing even date herewith
Page 2 of 5 pages
between me as Settlor and Dauphin Deposit Bank and Trust Company,
in the shares designated thereunder.
ITEM V:
No interest in income or
principal of my estate shall be subject to attachment, levy or
seizure by any creditor, spouse, assignee or trustee or receiver
in bankruptcy of any beneficiary of my estate prior to the
beneficiary's actual r~ceipt thereof. My Executor shal~ pay over
the net income and the principal to the beneficiaries herein
designated, as their interests may appear, without regard to any
attempted anticipation (except as may be specifically provided
herein), pledging or 'assignment by any beneficiary of my estate
and without regard to any claim thereto or attempted levy,
attachment, seizure or other process against said beneficiary.
ITEM VI:
In the settlement of my estate,
my Exeoutor shall possess, among others, the following powers to
be exercised for the best interests, of the beneficiaries:
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my estate so to do.
(b) To vary investments, when deemed desirable by
my Executor, and to invest in such bonds, stocks,
notes, real estate mortgages or other securities or in
such other real or personal property as my Executor
shall deem wise, without being restricted to so-called
"legal investments."
(c) In order to effect a division of the
principal of my estate or for any other purpose,
including any final distribution of my estate, my
Executor is authorized to make said divisions or
distributions of the personalty and realty partly or
Page J of 5 pages
,
. '
. .
wholly in kind. If such division or distribution is
made in kind, said assets shall be divided or
distributed at their respective values on the date or
dates of their division or distribution. In making.
any division or distribution in kind, my Executor shall
divide or distribute said assets in a manner which will
fairly allocate any unrealized appreciation among the
beneficiaries.
(d) To sell either at public or private sale and
upon such taL~S and conditions as my Executor may deem
advantageous to my estate, any or all real or personal
estate or interest therein owned by my estate severally
or in conjunction with other persons or acquired after
my death by my Executor, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee 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 v~lidity of said sale' or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon my Executor in this paragraph or
elsewhere in this Will.
(e) To pay all costs, Death Taxes or other taxes,
expenses and charges in connection with the administra-
tion of my estate, and my Executor shall pay the
expenses of my last illness and funeral expenses.
ITEM VII:
I hereby appoint DAUPHIN DEPvSIT
BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, as Executo. of
this Will.
My Executor shall qualify and serve without the
duty or obligation of filing any bond or other security and shall
be entitled to compensation for services in accordance with the
Page 4 of 5 pages
"" _.-..--- _.~ -~
. ~~- ,,--.
..... .-.......
standard schedule of fees in effect when the services are
!N WITNESS WHEREOF, ! have set my hand and seal to
this, my Last Will and Testament, consisting of this and the
preceding four ( 4 ) pages, this ~ day of F ~ Y>tU or;
1989.
rendered.
~. ~tlA'L
EVELY H. DEEN
(SEAL)
We, the undersigned, hereby certify that the foregoing
Will was siqned, sealed, publi~hed and declared by the above-
named Testatrix as and for her Last will and Testament, in the
presence of us, who, at her request and in her presence and in
the presence of each other, have hereunto set our handS and seals
the day and year above written, and we certify that at the time
of the execution thereof, the said Testatrix was of sound and
disposinq mind and memory.
,./1
,Residing at:
(SEAL)
'"" :...,q.t, '7 J
a (' 7 ~-o.. L.~
Rooiding .toY:', A //')! . ?!--
C--~ /(71 / I ~
Residing at: /.(7. ~(fJt1
;1.I~/Lv' /Jf/...i1~1'I jJ,/f ,/ let&- 9
(SEAL)
v
~~
L- /.._ !J.; 0 t" Me~SEAL)
Page 5 of 5 pages
RI!V.1!i47 EX AFP (08.94_
/COHHONWeAtTH OF PENNSVLVANIA ,
DEPARTHENT OF REVfHUE
(BUREAU OF INDIVIDUAL "XES
DEPT. 7.60601 .
UARAISBIIAD, PA 11126-0601
ESTATE OF DUff - EVELV H -- FILE NO. ==='21 94-0449
DATE OF DEATH 02-17 - 94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUH ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAYHENT TO THE REGISTER OF WilLS, HAKE CtlECK PAYABLE TO "REGISTER OF WILtS. AGENT"
REMIT PAYMENT TO:
j!.l )//.;/
ACN
101
&
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALtOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSES~HENT OF TAX
DAUPHIN DEPOSIT BK & TR C
ATTN SUE MAUERV
PO BOX 2961
HBG PA 17105
DATE 02-06-95
.=
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
I"
A.uunt RI.1t tod
-
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEv: iS47 "EX.. "Fp.. iOS.:94 Y. NoT"i Ii r.o F. i"N'il Eii iT AilC' a- "fAx - 'A-p pj'IA i sEH Ii NT ~. ."L1:oWAN"C' a. iili.... -- -... -.." -..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEEN EVELVN H FILE NO. 21 94-0449 ACN 101 DATE 02-06-95
If an allellment wal illued previoully, lines 14. 15 and/or 16, 17 and 18
reflect figurel that include the total of !bh returnl allelled to date.
ASSESSMF.NT OF TAXI
IS, A.ount of Lln. 14 ot Spou.ol rotl lIS)
16, A.ount of Llno 14 toxobll ot tlnool/Clo.. A rotl (16)
17, A.ount of tlno \4 toxobll ot Collotorol/Clo.. B r.tl (17)
lB. Prlnolpol Tlx DUI
TAX RETURN WAS. (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. Rul E.toto ISohldulo A) 11)
2, Stook. ond Bond. ISohodulo B) (2)
3, Clollly Hold Stook/Partnorohlp Intor..t ISohldulo C) (3)
4, Hortgogo./Noto. Rooll.oblo ISohldu)e 01 (4)
5, CI.h/Bonk DIPO.lt./HI.o, Plr.on.l Property ISoheelule E) IS)
6, Jointly O.nld Proporh ISohldulo F) (6)
7, Trln.f.r. ISoh.dul. G) (7)
8, Totol AUlto
APPROVED DEDUCTIONS AND EXEMPTIONS I
9, Funarol Expln.n/Ad., Co.lI/Hho, Exp.n... (Soh.dul. H) (9)
10, Dobh/HorlglA' L1.bllltlu/Llon. ISoh.duh Xl (10)
11. Totol Dlduotlon.
12, N.t VltUI of T.x A.turn
13, Chorltobtl/Go..rn..ntll Blqu..t. ISohldull J)
14, Nit Voluo of E.tot. SUbjoot to Tox
NOTE I
TAX CREDITS I
PAYHENT
DATE
05-13-94
11.10'94
RECEIPT
NUHBER
MM886078
MM913165
DISCOUNT (.)
INTEREST (-)
250,00
.00
I ) CHANGED
.00
7.5.503.2C
,00
,00
4.166,81
,00
25,224,27
(8)
54,894,28
3. "94,40
247,19
III )
(12)
(13)
(14)
3,741 ~9
51,152,G9
10,230,54
40.922,15
will
,OOX,OO.
,00 X ,06.
40,922.15 X ,15.
(18)
,00
.00
6,138,32
6.138,32
AHOUNT PAID
4.750,00
1,138,32
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
6 ,138 , 32
,00
.00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAt INTEREST,
IF TOTAL DUE IS tESS THAN .1, NO PAYHENT IS REQUIRED,
IF TOT At DUE IS REFtECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
--
O:'i1
'",',
CD
.-
"
'\'j
N
EC
CO
I
ill
c...
t::~
:lCl~
,-,
C'.
- ,-j
, ')
l
,\
( ,)
,
.~ E
58
:1 :,',
ci 'U.l
Ill\i
iil(!:
a:
~
RESERYATIONs Eltlt.. of dle.d.nt. dying on or bl'or. O~c..b.r 12, 1982 .. If any lulur. Int.r..t In the I.lat. I, tran,flrr.d
In Po.....lon or .nJoy..nt to CI.,. B (co11atA,.I) blntflcllr... of thl dlCldlnt .ft,r thl IMPlratlon of any ..tat. for
Ilf. or for VI.r., thl Co.,oow'llth htr.by Ixpr...!v rl.trv.. tho right to Ippral.. and ...1.. tran,"r Inh.rltano' Tax..
at thl lawful Cia" a (col1at'r.l> rat. on any I~ch future lnt.r..t.
PURPOSE OF
NOTICEI To fulfill thl requlr...nt. of Stctlon 2140 of thl Inhtrlt.nCI and E.tat. TIM Act, Act 22 of 1991. 72 P,S,
Slotton 2140.
PAVMENT, D.tech thl top portion of thl, Hotlcl and tubslt with your Plly.ent to the Regl.ter of Will. printed on the river.. .Ide.
""eke check or 1I0nty ordtr payablt tOI REGISTER or MULS, AGENT
All paYlltnt. racelvad .hall flr.t bl appllld to any Intara.t which .ay bt dua with any ra.llndar eprllad to tht taK.
AEFUND (CA)1 A rafund of a tu credit, which 14.. not rlqUlI\ld on thl Till Rlturn, uy be "qulltld by co.plltlng rIM "Application
'or Rlfund of Plnn.ylvanla Inhlllrltanc. and f.tlltl TaK" (REY~1313)' ApfJllcatlon....,. avallabl. at tha OffiCI
of tha Raglst.r of Wlllj, any of thl 23 RIVlnUI District Offlc.., or by call1ny th. .poolal 24.hour
an'Narlng ..rv1c. nUllbt" for for", ordarJngl In Pann.ylvanl, 1~800~362~2050, out.ldl PlnnlYlVllda end
within 10cl1 Harrisburg ...rll (717) 787-8094, TOOl 17171 772-2252 (tInr!n; 11!1PIllrad Only),
OBJECTIONSI Any party In Int.r,.t nnt .ntlsfled with the appralsa.,nt, ,llowllnnl or dl.nlloNancl of deduction., cr a.......nt
of taK (1ncludlng dl.count or Intarl.t) at thown on thl. Hotlcl .u.t obj.ct within .IKty (60) days of r,cllpt of
thl. HoUcl bYI
--wrJtt.n protIst to the PA DIPart..nt of Ravlnul, Board of ApPlall, DEPT. 281021, Harrl.burg, PA 11128-1021, OR
~-al.ctJon to hay. the latt.r dat.rlln.d at audit of the account of thl Plrlonal r.pre.entatlv., OR
--app.al to the Orphlnt' Court.
AONlH
ISTHATlYE
C~RECT10HSI
Flotu31 .rrort dllcovared on thl. a""'I.nt .hould b. addr....d In writing tOI PA D.part..nt of Rav.nuI,
Bureau of Individual fallll, A1TNI Po.t Au.....nt R.vl.w Unit, DEPT. 280601. tlarrhburg, PA 17128-0601
Phon. (7171 787-6505. 50. pig. ~ of the bookl.t "In.tructlon. for Inh.rltanCI 'aM Raturn for a Ra.ldent
Olcad.nt" IPEV-1S01J for an 'Kplanatlon of adllnlstratlvllY corrlotoblt .rror..
OISCOUHT,
If any taK due 1. paid within thr.. (3) cal.ndar lonth. aft.r thl dlc.dentl. dlath, a flv. plrclnt (S~) dl.count of
tha taK paid II allowld.
INTEREST I
Int~r..t II chargld b.glnnlng with flr.t day of d.llnqulncy, or nln. (91 ~onths and on. (I) day froa thl dntl of
dlath, to the data of paY.lnt. TaKa. which blcalle d.llnqulnt baforl January I, 1982 blar lntlra.t at thl rata of
IlK (6~) parclnt par annul calculatld at a dally rate of .000164. All \lMII which blr-a.. dlllnquent on and after
J.nuary I, 1982 wUI bur Intlrut at a rat. which will vary froll callndar Yllr to oftlendar Yllr with that rat.
aMouncld by thl PA Dlpartl.nt of R.v.nuI. Tho f1ppllcabl. Interllt rat.. for 1982 through 1995 "reI
'!!!!: Intar..t Rat, Dally Inttrut Faetc.r ~ Intar..t Rltl DailY Intlr..t factor
19n 20:'. .000541 1907 9:1. ,000247
1985 16X .000438 1908'1991 IlX ,000301
1984 IlX .000SOI 1992 q:'. .000247
1985 lSX .000U6 1993-1994 7:'. ,000192
1986 lOX ,000274 1~95 9X ,000247
--Intlr..t Is cIlculatld a. followlI
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Notloe I..u.d aft.r tnl taK blcO.I' dlllnqulnt will rlfllet an Intlrl.t calculation to flftlln (IS) day I
blyond the d~t. of the al.I....nt. If paYI.nt I. .adl aft.r the Inter..t co.putltlon data .hown on the
Hotloa, additlonll Inter..t .u.t b. calclllatld.
\,
., ..-, .... '.... -O'''~'' ,~,
l'
'''I'
.nil'
. _ _ __ ___ _ _4__ __ .._~ ..__ ._~__ __ __ .__ _._ ri..._ ___. --- ........ .--- -. ._- ~-- -.. -- .-- - .- - -- - - ~- ---
"
RECEIVED FROM,
i
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
m
DAUPHIN. DEPOSIT BANK & TRUST
TRUST DEPARTMENT
P. O. BO)( 2961
HARRISBURG, PA 1710~
101 .1, 13B.'32
mATE INfORMATION,
II B
BSN 191-3e-4933
m (FIRSTI (Mil ---- -
II A
B
CUMBERLAND
F DEATH I
m TOTAL AMOUNT PAID .1.138.3e
REMARKS DAUPHIN DEPOS IT BANK
SEAL CHECK" 629199
REGISTER OF WILLS MAriY C. LEWI
REGISTER OF
._ _..._ ~_ ._ .---. '''4_ _._ ....-- -- ..~.- -.-., ..-._. --- ,....,- "7-.~- ,.:-.-. -- ---. .._.- --- ---- --~ ~_...- - -- -- -- -~- .-- .--- -.--
. .
(
,
"
!
.. ' -
d.... ......._
. '_~' ..-,----.,......~..JllI. ~ ....,.,..... te .
I '
,
\
~TATUS REPORT UNDER RULE 6.12
Name of Decedent, Evelvn H. Deen
Date of Death: Februarv 17, 1994
Will No. 21-1994-449 Admin. No,
Pursuant to Rule 6.12 of the Supreme Court Orphane' Court
Rules, I report the following with respect to completion of the
administr.ation of the above-captioned estate,
1. State whether administration of the estate is
complete:
Yes--X- No
2.
representative
complete:
If the answer i.s No, stat.t:. when the personal
reasonably believes that the administration will be
3.
If the answer to No, 1 is Yes, state the following:
a, Did the personal representative file a final
account with the Court? Yes No ___X--.
b. The separate Orphans' Court No, (if any) for
the personal representative's account is:
c, Did the personal representative state an
account informally to the parties in interest? Yes X No
Date:
d, Copies of receipts, l/eleases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be at ached to this report.
) ~l'ti0 .
Stan1.ey A. Smi th, Esqui.re
c/o Rhoads & Sinon, P.O. Box 1146
Harrisburg, PA 17108-1146
(717) 233-5731
March 18. 1996
\!
I
,
.( 1
Capacity: ___Personal Representativo
Z_Counsel for personal
representative
81479