HomeMy WebLinkAbout94-00867
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lstalO of
CllMI3E1U~
Register of Wills of ~ County, Pennsylvania
PETITION FOR GRANT OF LETTERS
dl-C)lf -~ 7
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PNffiICII\ 1\. SIIlNDLElI
No.
also known a8
. Deceased
Soc,al Security No. ad; "l ~- v(:; 7
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tt.UMPLfH "A" OR *0" DELOW:I
A, PlUbale.IIl)~-GJ~Bl III LUll"'. '"'" /IV'" \11,11 PCIIIIIIIl",l.',.'a,c Ih'ilY''If~ l1arnollllllho lasl Will III
Dflt:udul1l. dated "Jo/ 7/') illld cudlclllsl datud
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B. G,ant 01 LuIlCl!. ut Adltlll""trilllllll
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Plr111101lUI(sl alter a plopel suarch haslhavlI ascllrlainud thai OUl;cdunl loll no Will .llld was surviv(!!t bV thl! fulhJWlllU 51111WW
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UI nul tJonllcUud In PAt PultlUl1l1l ,IfUIIIl,ly III Counly , . , , , . . . . .
Vulult 01 uu.tl dl1l1lUIn PCllf'MylvlIlIlI1 ."...." . . . . . . . . . , . . , . . . . . . , . .
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HI!.lll'.lulll IHluiJlud III 'olluw..:
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WIII:II'lol'l, "ulIllulltlrllil IUtlllOCllully fO'luoNlhrllhu flllJllIllll fit Ihl! Im.1 Will jllltl COdlCllfMl'lfdSldnlnd wllh Ihw PUllllulI 1I1ltJ Ih" Url.llll 1,I'nllUIt4 UIlIltl
.I"I'IUI"lillfl 'OIm In HUI undorNlgnud:
TYl'ud or 'IImlud ntllllU lIud flt!iHhlOCtl
Robert L. Sh1ndler, 1714 0
Way,
RW-"
f.
Oath of Personal Representative
Commonwoalth of Pannsylvania
CUlIIlly of Dauphin
IlIu l'olilionerlsl olJovu-nomod .wUil/I.) .lnd offirl1llsllllillllle slotol1lums ,n llle furogOlnu Pul'liol1 oro !rUO and
"'""'''IIU IlIu hU.1 of Iho knuwlodoe and hollof of I'ollllonorlsl and Ihal. as por.onal reprosemolivol.' of Iho Docodonl.
"llllllun",I.' will well end lruly "dl1lini.wr Iho u. blOW occordU1U 10 law. ~ '"'.
Swoon Iu Dnd n"hl1lu~ lOud sulJscrolJod ~ ~ ~.~- --- -----
7Th 11OBER'r L. SIIINDLElI, EXIDJ'fOll
hllluro mo Ih,s .__._ day 01
_delft J.. I\.J 199<1-
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I ~1iI1u 01
IJECRLl UI' IIlaH:i I Ul
PJ\TRICII\ 1\. SIIIND!.EIl
Doceased
Nu.
~1 - 94 - B67
alsu known as
Social SocurllY No: J.J.Jz. - ';;l t" tJ6 '{'1/ Dale of Doalh:
~/9V
AND NOW, OCTOBER 12, . 19~. In consideration of lhu Putition
UIl Iho revorse side horeon, satisfactory proof having boon presentod before me.
'I' IS DECREED that Lellurs l~ostamonlery U of Administrallon
to I.. .11. ,.., ,............. .1....... ............ ......... ....~.... ...,
'" II huruby grantod to
ROBERT L. SHINDLEll
III IIIIl ubove estate and that the Instrurnuntlsl, if any. dated 2/27/90, COdic~l B/flJ793
dl!scribed in the Petition be admitted to probatu and filed of record as tho last Will of Docod-~~t.
FEES
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lullurs........................... $
375.00
Shml Cortlficate(s)..........
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Allldllvit ( l.................
EXlrll Pages ( I............
Codlcil..........................
JCP Fee........................
IllvulllOry 8. Tax Forms...
Olhur............................
24.00
$
$
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21.00
10.50
5.00
--',J
ROBERT C. SPITZER, p.e.
Attorney:
1.0. No:
Address:
,"
TOTAL................ $ 435.50
W~~ $\5.00
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1"'0..- IC- -q,
,.
06264 .' . - 'C
701 North Second Street,P. O.
Harrisburg, PA 1710B-2087
Telephone: 717/231-7600
DATE FILED:
Box 120B7
Mailed letters and order to attorney on 10-12-94.
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WARNING: Ills lIfegello dupllcale this copy by pholostal or photograph.
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COMMONWEALTH OF PENNSYLVANIA' DEFARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
'...lolocUe.l....
PAtriCUl A. Shindler
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Novenber 5,
....,~.....
a.t.UI'...ecu.,1
Ziona View, PA
In
., Female
~Dl'OIAlH
HOI"W.'
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IOClAi.ICCURfT't'HUMMA
I, 176 - 26 0687
1994
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1714 Olmsted Way
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'RHt'UNAUflJe.,Yct.ie IUlJ
J. Earl Bear
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!Obert L. Shindler. MD
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lH'OAttWfl'.1oIAll. ADON. .jSlr...~5we. ip ~l
1714 Olmsted Way, Carop HLL1, PA 17011
ION 0l'D1 IOH''''--olc-..,.Ct~ ~ 'CIy(IDwl\.IIII.. COlIt
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LAST WILL AND TESTAMENT
OF
PATRICIA A. SHINDLER
I, PATRICIA A. SHINDLER, make this my Last Will and
Testament, and I revoke any previous Will.
FIRST: I direct my Executor to pay ell my last illness end
funeral expenses as soon as convenient.
SECOND: All of my tangible personal property (except for
such property used in a trade or business), I give to my
husband, ROBERT L. SHINDLER, if he survives me by thirty (30)
days. If my husband, ROBERT L. SHINDLER, does not survive me by
thirty (30) days, I give such of the above property to my son,
DERRICK W. SHINDLER. If my son is not surviving at the time of
the proposed distribution under this paragraph, then such
property as is selected in the discretion of my Executor shall
be distributed to my heirs and the heirs of my husband in as
equal shares as is practicable. I hereby authorize my Executor
to distribute any such property directly to any minor
beneficiary, or to any person to hold for the minor, in the
discretion of my Executor.
THIRD: All the rest, residue and remainder of my estate,
of whatsoever nature and wheresoever situate, including that
over which I have s Power of Appointment, I give, devise and
1
.'
bequeath In Trust to DERRICK W. SHINDLER and CCNB BANK, N.A.,
under
the T~st Agreement with
Q1- , -J:I3hf:u
me as Settlor
dated
FOURTH:
I direot that all estate, inheritanoe snd other
taxes in the nature thereof, together with any interest and
penalties thereon, beooming payable beoause of my death with
respeot to the property oonstituting my gross estate for death
tax purposes, whether or not such property paases under this
Will, be paid from the prinoipal of the Trust desoribed in
paragraph THIRD above and no person reoeiving or having a
benefioial interest in any suoh property, whether under this
Will or otherwise, shall at any time be required to ~ontribute
to or refund any part thereof; provided, however, that this
direotion shall not apply to the taxes on any property inoluded
in my estate solely beoause of a power of appointment there over
whioh I possess but have not exeroised or on any qualified
terminable interest or to any generation-skipping transfer
taxes.
FIFTH: My Executor is hereby authorized and empowered, in
addition
to
suoh
powers granted exeoutors by law, all
exeroisable without oourt order:
(a) to sell seourities or
other property, real or personal or both; (b) to borrow money
from suoh persons as it may desire, including the power to
borrow from itself as an individual or as a fiduoiary under any
Trust Agreement for any purpose neoessary or desirable in
conneotion with the payment of taxes or other matters inoidental
2
.
..-.
.- -. ~,.-
to the settlement or administration of my Estate, or for
investment purposes, on either a seoured or unseoured basis, st
suoh rate of interest as may be neoessary and to sign notes ana
to pledge the assets of my Estate as seourity therefor; (0) to
make non-prorata distributions in kind or partly in kind or
partly in oash; (d) to retain all or any part of my property,
real or personal, oonstituting my Estate for suoh time as my
Exeoutor deems best or to invest or reinvest the same without
being restrioted to "legal" investments; (e) to file joint
inoome tax returns and to oonsent to joint gift tax returns with
my husband, his exeoutors or administrators; (f) to oompromise
olaims against or in favor of the Estate, with or without Court
approval on suoh terms and oonditions as Executor deems
appropriate, in my Executor's sole discretion; (g) if the
Estate includes any interest whioh I had in a business at the
time of my death, whether the same is a sole proprietorship, a
partnership, or a corporation in which I owned all or a
substantial portion of the stock, to continue the business,
until such time as my Exeoutor deems advisable to sell,
liquidate or distribute the same in kind. Exeoutor shall have
all rights and powers in connection with the business as I had
when living, inoluding by way of example and not limitation, the
powers to operate or join in the operation thereof as a going
ooncern, to form or re-form a general or limited partnership, to
incorporate or re-inoorporate and to liquidate or sell the same
or any part thereof, all as it deems advisable for the best
3
~
interests of the Estate and of the bsneficiaries thereof;
without any liability for loss rasulting from the operation of
seid business except where such loss is the result of negligence
or fraud on the part of the Executor; (h) to receive, for its
services in connection with any such business, such additional
compensation es may be commensurate therewith; (i) to claim, in
my Executor's discretion, expenses of edministration of my
Estate as deductions for federal income tax purposes, when this
will result in an overall reduction of income and death taxes
for my Estate (no adjustments between income and principal or in
the amount of the distributions to the trusts created by
separate instrument shall be required as a result of such
ection); (j) in my Executor's sole discretion, to elect (or not)
to treat es property passing to my husband and as eligible for
the marital deduction under I.R.C. Section 2056(a) property
which is "qualified terminable interest property" within the
meaning of I.R.C. Section 2056(b)(7), in all regards except for
such election; (k) in my Executor's sole discretion to allocate
such exemptions as are available as to the generation skipping
transfer tax to any property, to exclude any property from that
allocation and to make all related allocations thereto. No
beneficiary shall have any claim against my Executor for
exercising such allocation powers as granted herein. (1) in my
Executor's sole discretion to compromise taxes on future
interests on such terms and conditions as Executor deems
appropriate; (m) to maintain reasonable reserves for
4
.. .--.--......-.--.- .~'-
depreciation, depletion, amortization and obsolescenoe.
SIXTH: I nominate, constitute and appoint my husband,
ROBERT L. SHINDLER, as Executor under this my Last Will and
Testament. If my husband, ROBERT L. SHINDLER, is unable or
unwilling to serve as Executor, then I nominate, constitute and
appoint CCNB BANK, N.A., as Successor Executor, with the same
duties and powers as if originally eppointed. No bond shall be
required in this or any other jurisdiction of my Executor.
SEVENTH: The compensation payable to my Executor shall be
the compensation due, in accordance with the fee schedule of my
Executor at the time such services are rendered, or if my
Executor is an individual, such compenaation shall be reasonable
compensation.
EIGHTH: The words "child, children, or issue", as used in
this Will, shall include adopted persons and persons born or
adopted after the date of this Will, respectively unless
expressly stated to the contrary.
NINTH: I hereby authorize my Executor in addition to all
powers granted by law, to make such election in connection with
settlements under employee benefit plans in which I have an
interest as my Executor deems most advantageous under all the
circumstances.
IN WITNESS WHEREOF, I, PATRICIA A. SHINDLER, the Testatrix,
5
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sheets of
paper have
I"~ ~
, r969.
set
Testament, typewritten on seven (7)
my hand and seal this ~~ day of
to this my Laat Will and
:tL". ~d
Q,.,-t+;...;~. 4. ft~. ../Ji' (SEAL)
PATRICIA A. SHINDLER
Signed,
her Last
in the
seale as
sealed, published and declared by Testatrix as and
Will and Testament, in our presence, at her request
presence of each other have hereunto set our hands
attesting witnesses.
for
and
and
7AJiotT~
residing at
residing at
~J!' PI!,
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN:
I, PATRICIA A. SHINDLER, Testatrix, whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to lsw, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
Sworn or affirmed to and scknowledged bsfore me, by PATRICIA
A. SHINDLER, the testatrix, this ~ 7U day of
::I~.I-"" _A;; , ~~'I'~ .
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PATRICIA A. SHINDLER
ss:
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Public
~ IlOT!II\llIl SElll
.,,, " ,."r!lullr
Expires JUDY,\ I!'''~:'' l:::..:",;'
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My
COMMDNWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN:
C Yl. \J1/l'~ ,
(~ , the witnesses whose names are
h foregoing instrument, being duly
qualified according t do depose and say that we were
present and saw Testatrix sign and execute the instrument as her
Last Will and Testament; that Testatrix signed willingly and
that Testatrix executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and thst to
the best of our knowledge the Testatrix was at that time
eighteen or more years of age, of sound mind and under no
constraint or undue influence.
wo n r ffirmed to and a~~~C~~~ ('~e19'~ei;;/~ b:
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CODICIL
TO
LAST WILL AND TESTAMENT
OF
PATRICIA A. SHINDLER
I, PATRICIA A. SHINDLER, having mode my Last WUI and TesLoment dated February 27, 1990,
do make, publlah and declare this 88 and for a CodlcU to my onId Last Will and Testament,
FIRST: I hereby revoke paragraph SIXTH and eubstltute the foUowlng In Its plnce:
SIXTH: I nominate, constitute and appoint my husband, ROBERT L. SHINDLER, as
Executor under this my Last WUI and TesLoment. If my husband, Robert L. Shindler, Is unable
or unwilling to serve as Executor, then I nomlnnte, constitute and appoint HERSHEY TRUST
COMPANY, as Succe&8or Executor, with the same duties and powers 88 If originally appointed.
No bond shnll be required In this or any other jurisdiction of my Executor.
Except 88 hereinbefore provided, I hereby ratify and confll'm my Last WIU and Testament In all
other respects.
IN WITNESS WHEREOF, I, PATRICIA A. SHINDLER, to this CodlcU to my Last WIU and
Tes~nt, typewritten on () sheets 1pnper, have hereunto eet my hand and seal this
day of 'd,f./.11 .1993.
Q~(t;;.r.",~ {/, J/(<- ".ii1u (SEAL)
PATRICIA A. SHINDLER
Signed, sealed, pubUshed and declared by the onId PATRICIA A. SHINDLER, 88 and for her CodlcU to her
Last Will and Testament, In our presence, at her request and In the presence of each other, have hereunto
set our hands and senls 88 attesting witnesses.
residing at
residing at
.
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COMMONWEALTH OF PENNSYLVANIA:
ss:
COUNTY OF DAUPHIN:
I, PATillCIA A. SHINDLER, Testatrix, whOlle name Is signed to the attached or foregoing
Instrument, having been duly qUB!llled sccordlng to law, do hereby acknowledge that I signed and executed
the 1IIItrwnent Il8 a Codicil to my Last Will; that I signed It wUlIngly; and that I signed It Il8 my free and
voluntary act for the purpoaes therein expressed.
Sworn or affirmed to and acknowledged before me, by PATillCIA A. SHINDLER, the Testatrix,
thla day of . 1993.
(~-I. r1 ti,,' (111. I
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PATillCIA A. SHINDLER
Notary PubUc
My Comm1salon Expires:
COMMONWEALTH OF PENNSYLVANIA:
55:
COUNTY OF DAUPHIN:
We and . the witnesses whose names are signed to the
attached or foregoing 1IIItrument, being duly qUB!llled according to law, do depose and ea,y that we were
present and /lAW Testatrix sign and execute the 1IIItrument Il8 a CodIcil to her Last Will and Testament:
that Testatrix signed wUlIngly and that Testatrix executed It Il8 her free and voluntary act for the purposes
therein expressed; that each of us In the hearing and sight of the Testatrix signed the CodIcil to her WlU
Il8 witnesses: and that to the best of our knowledge the Testatrix was at that time eighteen or more years
of age, of sound mind and under no constraint or undue Influence.
Sworn or affirmed to and subscribed to before me by
witnesses, tWs day of
and
. the
.1993.
Notary PubUc or Attorney
My Commission Expires:
STATE OF ADMISSION OF A'I'I'ORNEY:
.........
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN:
SS:
On this, the _ day of . 1998, before me, the undersigned officer, pel'lloruilly
appeared ROBERT C. SPITZER, known to me or Il8tlsfoctorlly proven, to be a member of the bar of the
highest court of said State and a subscribing w1tnellll to the within Instrument, and certified that he W8II
pel'llOruilly present when PATffiCIA A. SHINDLER, whose name Is eubscrlbed to the within Instrument
executed the same and that said person ocknowledged that she executed the same for the purposes therein
contained, and desired the same might be recorded BlI such.
IN WITNESS WHEREOF, I have hereunto set my hand and Notarial seel.
Notary PubUc
My Commission Expires:
21 - 94 - 867
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Register of Wills of Dauphin County, Pennsylvania
OATH OF NON-SUBSCRIBING WITNESS
Estate 01 J?.oinL":" 0.. ~r\ \. 'J
No,
also known as
, Deceased
]<cJ...+ C.sr.;-~n. + ~' r\.{)o..\.L.C'\
(oaeh) a .ubscribo, herelo, loach) boing dulV qualilicd oecording 10 law, dopo.ols) alld s.vlsllhal shelhollhcv
was/wore familiar with tho signature of Dnt-nl ~l.'" 0 ,:;~J.~~ It '"
~
. tcstator(r1xt 01 the
~
presentod herewith. and that such subscflburlsJ believes the signature on lh~s in the handwotinu of
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CERTIFICATION OF NOTICE tiNDER RlII.E 5.610\
Name of Decedeot:
Dale of Death:
Will No.:
l'ATRICIA A. SIIINDLllR
SEPTEMBIlR 30, 1994
1994-00867
TO THE RnOISTIlR:
I certify thai nollce of bendldallnlerest required by Rule 5.6(a) of the Orphans' <;ourt Rules was served
on or malled to the following benefidarles of the above.caplloned estate on November -L., 1994:
~
Address
ROBERT L. SHINDLER, 8coefidary
1714 Olmsled Way, Camp Hill, PA 17011
1714 Olmsled Way, Camp Hill, PA 17011
DERRICK W. SHINDLER, 8cnelldary and Co-Truslee
HERSHEY TRUST COMPANY, Co-Tru.~lee
100 Mansion Road East
P. O. Box 445
Hershey, P A 17033-0445
Nollce has now bun given to all persons enlllled therelo under Rule 5.6(a) except: NONE.
Dale:
'{/~/9r
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Slgnatu~
Robert C. So111.cr, Eseulre
Name
701 North Secood Slrcel, P. O. Box 12087
Ham,bure. PA 17108-2087
Addrc.u
Telephone No. 1 717 \ 231-7600
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Personal Representative
xx Counsel for Personal
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llEOISTEl1 OF WILLS OF CUMBElU.ANIl COUNTY. PENNSYLVANIA
INVENTOIIY
Eslale uf
IWI'RICIA A, SIIINIlI.EIl
Nu.
IW4-11N67
nlsn klmwll n.c;
Dale uf Ilealh SEI'TEM BEll 311. 11)94
Deceased
Persullalllepreselllallve(sj uf Ihe ahu\'e Eslale. deceased. verify Ihallhe ilellls .JlJlearllllllll Ihe fulluwhllllllvelllury
Include allne Ihe persunal assets wherever Sllutlle and all ur Ihe real es1nle In Ihe ('uulInnnwcallh uf Pennsylvania
uf said Dcccdcnl, that1he valuallon placed uppusilc each Jlelll uJ' said Invculnry represenls i1s fair vallie L't of Ihe
dale uf lite Decedenl's death, and lball>cccdclIl nWlled nn real eSlillc mllsldc uf Ihe CnmlJ1ullwcallh of Pennsylvania
exccpllhal which aJlpears III a memuralldllm allhc elld uf Ihls III\'elllury. I/Wc verify Ihallhe slalcmellls made III
Ihls hlvelllmy arc lme alld cmreel. I/We IIl1derslalld Ihal false slalemcllls herelll arc made sllhJecl lu Ihe Jlellallles
uf IN I'a, C,S, . c' 41)(14 rcJalllllllu mswu falslneallulIllI alllhurillcs.
)Icrsnnal I{cllrcsClIlali\'c:
1l0BEIlT I.. SIIINDl.Iill
Name of
AlIurlley: ('. I vl~
IlClIlEIlT C. SPITZER.' ESQl IIIlE
1l0BEIlT C. SJlITZEIl. Jl.C.
1.0. Nu.: 1162M
1714 Olmsled Wa\'. Call1ullIIl. PA 17011
Address: 701 Nurth Scclllld Slrecl, 1'. n. Bux 1211K7
lIarrlshllre. I'A 17\l1K.20K7
TelcJlhulle: 717/231-761111
Daled:
DeserlJlllulI
Vallie
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REAL ESTATE:
E1llhl Wa.shlIlIlIUII Slreel. Meehallh..,.llllrll. I'A
7117 IIlImmel Aveline. I.ellluyne. pA
$1711,6IlIl,1I11
$ 79.21111.1I11
$ lil.41111.011
I'IiIlS0NAI. PIlOPliIlTY:
Jewelry
Sluck. IIl1d BUilds
Treadmill
PNC Chcckfll~ ^ccUlIl1l. with nccrllcd Interest
Opllcal Jlmllll(lIc-Sllle I'wprlclllrshl)l
64I1,2KC.,71
$ 27 ,3N5 ,1111
$5t1C.,7K 1.55
$ N511.1I11
$ 4I1,1I3C1,I(.
$ r.s.234.1I11
JOINT PROPERTY:
I'NC Balik. N.A.. che<klllllacclIlIlIl wllh Sllll, Derrick $ 1,12N.75
1.12K.75
TOTAl.
KI2.1115.411
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280801
HARRISBURG, PA 17128.0801
(/
A Compromise Tax Agreement Is hereby offered this 18th day of March, 1998, by the
Pennsylvania Department of Revenue, hereafter the "Department", to personal representatives,
hereafter the "Representatives", of the Estate of Patricia A. Shindler, late of Cumberland County,
Pennsylvania, and who died on the 30th day of September, 1994, File No, 2194-0867.
TO WIT:
The Department has offered to compromise the tax due on all future Interests In the above
estate where the tax rate could not be established with certainty for the amount of $42,490,74,
The Representatives have accepted the Compromise Tax amount of $42,490.74, and
The Representatives have agreed to pay the above Compromise Tax amount, plus any
applicable Interest, within sixty (60) days of the date of acceptance of this Agreement, and
The Representatives hereby authorize the Department to apply to the above Compromise Tax,
any and all existing Pennsylvania Inheritance and/or Estate Tax credits In excess of the Inheritance tax
due In the above estate on all current Interests as well as on all future Interests where the tax rate has
been established with certainty, and
The Department agrees that payment of the above Compromise Tax In full, Including applicable
Interest, within sixty (60) days of the date of acceptance of this Agreement, will constitute full payment
of all Inheritance tax otherwise due on the transfer of the future Interests considered In this
Compromise Tax Agreement and, consequently, no additional assessment will be Issued, and
This offer Is made subject to the condition that acceptance thereof must be received by the
Department within thirty (30) days of receipt of this Agreement by the duly authorized estate
Representatives reported on the Pennsylvania Inheritance Tax Return,
f h (.'" ~_\.
The Representatives hereby accept the above offer and agree to the terms thereo t Is -,{,
day of ,t , 199~,
Accepted for the Estate:
Thomas A. Frascella, ., Acting Director .
Bureau of Individual Taxes
I~
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(Representatlv~)
V.U\.JWh t iM /;LIL~
Shawn E. Young, Trust luatlon! peclallst
(Representative)
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CD""DHW(ALTH OF Pt:HNm.VAHIA
DEPAIIJKdHJ 01 R[y[HUE
I IUREAU Of INDIVIDUAL JA)lES
Dl:PT. "un
HARAIS_URa. PA 17U.....01
ACN 101
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 04-01-96
SHINDLER PATRICIA A FILE NO. 21 94-0867
OAT! OF DEATH 09-30-94 COUNTY CUMBERLAND
HOTE. TO INSURE PIOPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION Of THIS fORN WITH YOUR TAN
PAYHENT TO TltE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REHIT PAYHENT TO, ,
ROBERT C SPITZER ESQ
701 N 2ND ST
PO BOX 12087
HBG PA 1710B
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
Aaount R..1tt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~
iiE'v:i6iij-ExU"FP--fi'2=9Symm..ii-INifiRii:i\ili:if"i'Aif-si'iiTEtiE-Ni'"bTAi:ciiiitiT--iii.m_mm_m._mu
,
ESTATE OF SHINDLER PATRICIA A FILE NO.21 94-0B67 ACN 101
THIS STATEHENT IS PIOVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE HAHED
ESTATE. SHOWN BELOW IS A SUHHARY Of THE PRINCIPAL TAN DUE, APPLICATION Of ALL PAYHENTS,
THE CURRENT BALANCE. AND. If APPLICABLE. A PROJECTED INTEREST fIGURE.
DATE 04-01-96
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 03-25-96
PRINCIPAL TAX DUE,. 1.334.78
PAYMENTS CTAX CREDITS),
PAYMENT
DATE
lZ-30-94
RECEIPT
NUMBER
AA022663
DISCDUNT C+)
INTEREST C-)
66.74
AMDUNT PAID
1, 268.04
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
. If PAID AfTER THIS DATE, SEE REVERSE
SIDE fOR CALCULATION Of ADDITIONAL INTEREST.
C If TOTAL DUE IS LESS TNAN ll.
NO PAYHENT IS REQUIREO.
If TOTAL OUE IS REfLECTED AS A "CREDIT" CCRI,
YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. J
TOTAL DUE
1,334.78
.00
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prlnt.d on the r.v.r.. llde"
If AESIDE"T DECEDENT .u. ch.ck or .on.v ord.r p.v.bl. tOI REGISTER OF WILLS, AGENT"
If HQN-R(IIDENT D[ttO[NT .... check or .onev ord.r p'vllbl. tOI CottttONWEALTH OF PENNSYLVANIA.
All p'v..,," ncelv" ..,.11 b. .pp11.d Unt to ."" Int.r..t which IIV 1M due with env r...lnd.r ..1I.d to the t...
REFUND (CA)I , ,.fund of . t.. credit, which w.. not r.~.t.d on the f... R.turn, .., be ,.qus.t.d bv c~l.tl~ en
-Appllc.tlon for R.fund 0' P.nn'vlv."l. Inh.rltenc. .nd E.t.t. f.a" IRCV-ISIS). Appllc.tlon. .r. .v.llabl. .t
ttl. Office of the Rethter of Wllh, en, of the n R.v.nu. Dlltrlct Offlc.. or frOft the D.pert.ent". Z4-hour
answ.rlnt I,rvlc. nu.ber. 'or 'or.. or."rlntl In P,""svlvenl. I-.OD-S':':a~a, out.ld. P.nnlvlvenl.
end within loc.1 H.rrl.burg .r.. 17171 7.7-.D'~, TOOt 17171 771-2152 IHelrln, 1...lr~ onlyl.
REPLY Tal
ou..tlon. r...rdlnt .rror. cont.ln.d on thl. notlc. should b. .ddr.ssed 101 p, c.p.rl.ent of R.v~. Bur.au
0' Indlvldu.1 T..... 'TTNI Po.t ,.......nt R.vl.w unit, D.pt. '.0601, Harrl.bur" P' 171,.-0601, phone
1717 J 717-nOS',
If env t.. due I. p.ld within thr.. ISI c.l.nd., .onth. .fl., Ih. decedent"' de.th, . flv. p.rcent CSXI dl.count
of Ih. t.. P.ld I. .llowed.
DISCOUNT I
INTEREST I
Inh,..1 I. eh.ra,d "tinning wllh 'Ir.1 d.v 0' dellnquenev, or nln. l'~ .onltll IWld on. II) dev 'n. the d.t. of
rtt.~h. 10 the rtllt. 0' p.v_...t. "".., ,,"'Ie'" blc,.o doll.,qy.nl bofor. J.VOtJIlP~ 1. 1"'- hilt In''~'I\ .t Ihl r.l. of
.1_ 16:C1 percent per W'InUI c.lcul.l.d .1 . d.11v rei. 0' ,ODOI.", 'II I.... which b.u.. dlUnquent on end ,".r
Janu.r~ I, I'.! w111 b..r Int.r..1 .1 . r.l. which will w.rv f,oe c'lend.r v..r 10 e.l.nd.r v..r wllh th.t r.l.
ennounc.d b" the p, Dep.,I..nl 0' A.v.nue, The IPpllcabl. Inl.r..1 ,.1.. 'or I"! through 1996 .r"
V.., Int.....1 R.t. D.lh 'nl...,,1 F.clor Ve.r Int.....1 ,.t. D.lly Inhr..t F.cto,
19I! ". ,oaoS'" 1..7 .. .ODOIU
I9IS ". .no"'. 1...-1991 II' ,DaUIl
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..15 IS' .OOOSs. 1""199ft 7X .oaoln
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ulnt"..t I. c.lcul,'.d .. follow..
INTEREST . BALANCE Dr TAX UNPAID X NunDER Dr DAYS DELINQUENT X DAILY INTEREST rACIOR
.
--Any Notlc. 1.lued .'I.r lhe t.M b.e..., d.llnquenl will r.fl.cl '" Inler..1 c.leu..tlon to fifteen CII) dlV'
b'rORd IhI d.t. of IhI ........nl. If p.v.."t II .Id. ,ft.r lhe In"'''1 CIMIP'6I'Uon ute .hoMn on iN
Holle., .dcllUOMI Int.r... "".t b. celcuhlecl.
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fJ.It'.ICI'IIUNItI (717) sa:1'a7lMH)
FAXI ('717) K:1I.7fHnI
April 10. 1996
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Reglsler of Wills of Cumberland CounlY
Coun House
Carlisle, P A 17013
Re: Future Imerest Tax Compromise Offer
Estate or Palrlcla A. Shindler
File Number 219400867
J _ Da~e or Dealh: 9/30/94
(Ka..~.
Dear Sj:: .
In accordance with the Depanmem of Revenue, Bureau or Individual Taxes Compromise Tax
Agreemenl. Guidelines, and tho teller of Shwon E, Young. Trusl Valuollon Speclollsl dated Mareh 18, 1996,
please find enclosed whh Ihls teller Ihe orlglnolly signed 'Compromise Tax Agreement' morked allhe bollom
'Register of Wills'.
I oIso want 10 confirm Iholthe compromise lax has been paid In full (see 'Inheritance Tax Statemenl of
Accounl' rccelved April 4, 1996 In lhls office, and a copy enclosed herewhh).
RCS:Jol
Enclosures:
Compromise Tax Agreemenl marked 'Reglsler of Wills'
Inherhance Tax Slalement of Account
cc: Raben L, Shindler, M.D.
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LAW 0"11'10108 or
ROUJIlRT O. SPITZJIlR, P.O.
TOl N........ tllICOONU Itnut&T
I"..... 0.....0. !lOX lA087
IIAM"._.UNO. l-'ltNtI_V1.VANIA 17108
TIILIU'IIUI'f" ('71'1) ...n-7600
r.ulI (71'7) a:n-'100s
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Register of Wills of Cumberland County
Coun House
Carlisle, PA 17013
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~EVo1547 EX AFP (12.94)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIOUAL TAXES
DEPT,280801
HARRISBURO, PA 17128-0801
ESTATE OF Patricia A. Shindler
DATE OF DEATH 9/30/94
NOTE: TO INSURE PROPER CREDIT
PAYMENT TO THE REGISTER
14 - ;),1/6- ~
~~u)
CI.ii/
,
NOTICE OF INHER'TANCE TAX ACN 101
APPRAISEMENT, ALLOWANCE OR D'SALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Robert C. Spitzer, Esq.
701 N. Second St.
P.O. Box 12087
Harrisburg, PA 17108
DATE 3/18/96
FILE NO. 2194.0667
COUNTY Cumberland
TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM ~ITH YOUR TAX
OF ~ILLS. MAKE CHECK PAYABLE TO REGISTER OF ~ILLS, AGENT
REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Amc:MIlt Remi ttcdz
CUT ALONG THIS LINE <> RETAIN LOWER PORTION FOR YOUR RECORDS <:>
-REV~M7EXAFPRf.~)------NOTffiEOFrnHEmTANCETAXAPPRArnEMENT~AUOWANCEOR----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
Patricia A. Shlndlar FILE NO. 2194.oBBT ACN 101
TAX RETURN ~AS: (~) ACCEPTED AS FILED ( Cl I CHANGED
RESERVATION CONCERNING FUTURE INTEREST 0 SEE REYERSE
APPRAISED VALUE OF RETURN BASEO ON:
1. Real Estate (Schedula Al
2. Stocks and Bonds (Schedule Bl
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule D)
5. Cosh/Bank DeposIts/ Misc. Person. I Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED OEDUCTlONS AND EXEMPTIONS:
9. Funer.l Expenses/Adm. Costs/Hlsc. Expenses (Schedule H) (9) 37.536.5G
10. Oebts/Mort9.9. LI.bllltles/Llens (Schedul. I) (10) 36,962.91
11. Tot.l Deductions (11)
12. Net Value of Tax Return (12)
13. Ch.rlt.ble/Gov.r.....nt.l Bequests (Schedule Jl (13)
14. Net V.lu. of Estete Subject to T.x (14)
NOTE: If an ......m.nt W8I I..u.d prevlou.ly, IIn.. 14, 15 end/or lB, 17 end lB will r.f1ect f1gur..
that Include th. tolal of ill returns .......d 10 d.t.,
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rote
16. Amount on Line 14 taxable at Lineal/Closs A rote
17. Amount of Line 14 taxable at Collateral/Closs B rote
18. Principal Tax Due
TAX CREOITS:
PAYMENT
DATE
12/30/94
06/30/95
ESTATE OF
DATE 3/1 9/98
(1)
(2)
(3)
(4)
(5)
(6)
(7)
170,600.00
5G6,7Bl.55' .'
65,234.GO
O.GO
68,297.91
l,12B.75
7,OGO.GO
(B)
819,042.21
74.499.41
744,542.80
G.OO
744.542.BO
(151
(161
(17)
28,235.00
B,128.75
O.GO
)( 3".
X 6X.
X 15X .
(1B)
847.0S
4B7.71
0.00
1,334.78
RECEIPT
NLf1BER
AA022663
AA047954
DISCOUNT (+)
INTEREST (0)
66.74
AMOUNT PAID
30,000.00
12,246.57
.
IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 42313.31
BALANCE OF TAX DUE 40,978.SScr
INTEREST 0.00
TOTAL DUE 4G 97B.Slcr
(IF TOTAL DUE IS LESS THAN SI, NO PAIMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), IOU MAl DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I
" ,
RESERVATION: Eltate. 01 d.ced.nll dying on or belore Decemb.r 12. 1982 -" .ny luIurelnl.re.tln the e.tat.l.tran.lermlln po.se..lon or enJoym.nllo
CIa.. B (coll.teral) ben.ncl.~.. 01 the d.cedenl .n.r the elCplraUon ol.ny e.tata lor IIIe or lor yeall, the Commonwe.1th h.llby ""pre..ly
re.erve.th. righlto .ppralae.nd ......tran.,.r Inh.rtlance Tax.. .1 the I.wful C,... B (coll.leral) rale on .ny .ucl1luturelntere.L
PURPOSE OF
NOTICE: To fulnllthe requlram.nll 01 S.ctlon 2140 01 the Inh.rit.nce .nd ElI.I. Tax Act. Act 22 01 199t. 72 P,S. Section 2140,
PAYMENT: DeI.cI1 lh. top portlon olthl. NoUce.nd .ubmll with yourp.ym.nlto the Regl.t.rolWlII. p~nted on the revell. .lde. M.ke ch.ck or money
cmler p.y.ble 10: REGISTER OF WILLS, AGENT, All p.ym.nll received .h.1I nlll be .pplled 10 .ny Intell.1 wh'cI1 m.y be due WIth .ny
rem.lnder .pplled 10 th. I".
REFUND (CR): A refund 0'. tax aedll, which w.. nol reqU..led on the T.. R.tum. m.y be requ..ted by compleUng .n 'AppllesUon lor R.fund 01
Penn.ylv.nl. Inherttance .nd Eltat. Tax (REV.1313). AppllesUon..re .v.lI.b'. .1 the Omce 01 the Regl.ler olWll1l or.ny 01 the 23
Revenue DI.trict omce.. or by calling th. .ped.124-hour .nlwe~ng lervlce numbelllor lonnl ordel1ng: In Penlllylv.nl. H10(l.382-20~0.
outalde Pennlylv.nl..nd within local H.rrtlburg .re. (717) 787-11094. TOot (717) n2.22~2 (He.ring Imp.1red Only).
OBJECTIONS: Any p.r1y In Intere.l nol..Ulned with th. .pprallemenl. .lIow.nce or dl..llow.nce 01 deduction.. or ...el.m.nl 01 tax (Indudlng dllcounl or
Interell) .1 Ihown on thl. NoUce mU.I object within .bcly (80) d.y. 0' llcelpl olthl. NoUce by:
-wrt1ten prole.llo th. PA Dep.rimenl 01 Revenu. Bo.rd 01 Appe.I.. Depl. 281021. H.rrt.burg. PA 17128-1021, OR
....Iectlon 10 h.ve the m.n.r d.lennlned .l.udll 0' the .ccounl 01 the p.llon.1 reprelenl.1Ive OR
....ppe.lto the Orph.nl' Court,
YEAR
1982
1983
1994
1985
1988
INTEREST RATE
20%
18%
11%
13%
10%
DAILY INTEREST FACTOR
.000548
.000438
.000301
.0003~8
.000274
YEAR
1987
1988-1991
1992
1993.'994
1995-1998
INTEREST RATE
0%
11%
9%
7%
9%
DAILY INTEREST FACTOR
.000247
.000301
.000247
.000192
.000247
ADMINISTRATIVE
CORRECTIONS: F.ctu.1 erroll dllcovered on thl. ...ellmenl.hould be .ddre..ed In w~Ung 10: PA Dep.rtm.nl 01 R.venue. Bure.u ollndMdu.1 Tax...
ATTN: POll Aaae.lm.nl ReView Unll. Depl. 280801 H.n1lburg. PA 17128-0801 Phone (717) 787-11~05. See p.g. 3 01 the bookl.1
'natnJctlonllor Inherttance T.. R.lum lor. Relldent Deced.nt' (REV-1501) lor.n e"Pl.n.Uon 01 edmlnlltratively coll1lct.ble erroll.
DISCOUNT:
INTEREST:
".ny lax due II p.1d wtlhln three (3) calend.r monthl .ner Ihe doc:ed.nl'. de.th . live perc:enl (8%) dl.counl 0' th.tax p.1d II .1I0wed.
Inlerelll. ch.rged beginning with nlll d.y 01 d.llnquency, or nine (9) month. .nd on. (1) d.y from Ih. d.le 01 d..th. 10 the d.le 01 p.ymenl,
Taxe. which became d.llnquenl be'ore J.nu.ry 1. 1982 be.r Inl.re.l.lthe rata olsbc (8%) perc:enl per .nnum eslcul.led .1. d.lly rale 01
.000184. AI,t.... which b.cam. dellnquenl on .nd .ner J.nu.ry 1, 1982 will be.r Inlerell.l. rale which will v.ry from calend.r ye.r 10
cal.nd.r ye.r with th.1 rale .nnounced by the PA Dep.rtmenl 0' Revenue. The .ppllcablelnlell.l rail. lor 1982 through 1998 .re:
-Interellll calcul.ted.. lollow.:
INTEREST. BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-Any Nonce I..ued .n.r the I.. becomel dellnqu.nt will renoct .n Inlerell calcul.Uon 10 nneen (18) d.YI b.yond the d.le etth.
......ment. "p.ym.ntls m.d. .ner lhelnlorest comput.Uon d.le Ihown on Ihe NoUce, .ddlllon.llnlorell mUll be calcul.lod,
PRoaATe IIlI JaA Cl oATe.:tI11l111
REV.IUO EX I"")
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INOIVlDUAL TAXES
DEPT, 280601
HARRISBU G PA 17128-0601
DEcEDENrs NAME Patricia A. Shindler
FILE NUMBER
ACN
2194-0887
101
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
The tax due on all current Interests Is reflected on the attached Inheritance Tax Assessment.
The tax due on all future Interest uncertainties Is covered on the atlached compromise tax
proposal.
Net Estate $744,542,80
Personalty @ 3% 28,235,00 $847.05
Jointly-held Property @ 6% 1,128.75 67.73
Transfers @ 6% 7,000,00 420.00
Residue to Trust $708,179.05
Total Tax on Present Interests 1.334.78
Future Interest Compromise Tax
$42,490.74
TAX EXAMINER: Shawn E. Young
PAGE 1
'Ii.1,i;-s.t:'-'iU..', ~,'-;. <'
1./
REV-lIl07 EX AFP 112-951 tI
CO""DHWUlllt or prHHSVl VAHIA ~'
DEPAR'"[NT or REVENUE }
BUR[AU or INDIVIDUAL lAMES I '
DEPt. tlO601
HARRUBURG, PA 11111'01101 .
/1' .J,/O. ~
'\
V
t
ACN 101
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 04-01-96
SHINDLER PATRICIA A FILE NO. 21 94-0861
09-30-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUeHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM
PAYHENT TO THE ADDRESS SHOWN, HAKE CHECK PAYABLE AND REHIT PAYHENT TO. ,
ROBERT C SPITZER ESQ
101 N 2ND ST
PO BOX 12081
HBG PA 11108
REGISTER OF WIllS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 11013
Allount b..Ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
Rifv:i60-j-i)f-AFP--riz-:9Si-------MM.--iNifiRiifANCir-TAif-STiifEHE-HT-O-F-AC-COUN-f--.-iM---------------------
ISTATE OF SHINDLER PATRICIA A FILE NO. 21 94-0861 ACN 101
THIS STATE HE NT 15 PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS,
THE CURRENT BALANCE. AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE 04-01-96
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 03-25-96
PRINCIPAL TAX DUE, 1 ,H!..J_I!.
PAYMENTS (TAX CREDITSI,
PAYMENT
DATE
12-30-941
RECEIPT
NUHBER
AA022663
DISCOUNT (+1
INTEREST (-I
66.14
1,268.04
AMOUNT PAID
~
- :<f ~!(
Q <Il ;':In;
.~,l:~ 0\ ,~
<::: ( ) -:j
"-, !~ ,t'-.I.J
~ '.
~ " ,.
,.J
C, J
.:.. .~)
'':; E
UU
TOTAL TAX CREDIT
BALANCE OF TAX DUE
1,334.18
.00
.00
.00
INTEREST
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS TNAN 'I,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ItR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
PAYNEHf,
Det.ch the top portion 01 thl. Hotlce and .ub.lt with your p.y.ent ..d. peyable to the n..e Ind addre..
printed on thl r.v.r.e .Ide,
If RUIDEHT DECEDEHT ..ka ch.ck Dr .on.y order p'nble tOI REGISTER OF WILLS, AGENT.
If NOH-RUIDEHT DECEDEHT ..ka check or .oney ord.r p.yeble tOI COHHOHWEALTH OF PENNSYLVANIA.
All p'y.ent. rec.lved .h.11 b. .pplled Ilr.. to any Intar..t which '.y be dUe with any r.e.lnder appll.d to the taM.
REfUND fCRII A r.fund of . t.~ credit, which WI' not reque.t.d on Ih. r.~ R.turn. 'IY be r.qu..t.d by cOlpl.tlng an
"Application for R.fund of Penn'Vlvanla Inh.rlllftc. and E'tll. ra." CR[V-IJIJ'. Application. ar. ,vlllabla .t
tha Offlc. of thl R.gl,ter of Will" any of Ih. Zl Ae~lnul OI.lrlcl Of'le.. or 'I'D. Ihl O.part.ent', "-hour
lIM.w.rlng ,.rvln nu.b.... 'Of fotl, nrd.rlngl In P.nn,y'venlll 1.80D""l.'D~D. ouhlde Plnn.vlvanla
and within loul Hllrrltburg Mia (1111 lU.ftOrtlo. TnO' 17171 n1411~1 IIII"rlnll T"P.lred onhl.
A[PLY TO'
Gu.,tlon. regarding .rror. cont.lnld on thl, notlc. .hould be .ddr....d 101 PA D.p.rt..nt 0' R,venu., Bur..u
0' Indlvldu.1 h...., ATTHI Po'l A.......nt A.vlaw Unit, O.pt. 280601. tt.rrhburg. PA 17128-0601, phone
17111 181-6505.
If any tllC dUI II Plld within thtll 11>> ullndar ,.onlh, Ifhr Ih. d,c.d.nt', duth, . 11\1, p.re.nt CS:U discount
of the te. paid I, '1Io...d.
OISCOUHI I
rHIERESf I
Int.t..t I, chargld blglnnlng with flt,t dav of dlllnqulnev, or nln, (91 'onlh, and on. II) day fro. thl dlt. of
dlllh, '0 Ihe dftt. 0' Ply"'.nt. Ian. which ble".e d.lInquent b.fore JIIIlUlty I, 1981 bur Intlr..t ftt thl rat. 0'
,I~ 16:U parclnl plr .nnu", ulculahd at a dally r.tl of ,00016,.. All I"'... which blc..e delinquent on Ind Iner
Janulry I. 1911 will b..r Inl.r..t at a ral. which will vary 'to", cel.ndar y..t to cal.ndar y.er with Ihat rei.
_nnDune.d by Ih. PA D.p.rt..nt 0' Plv.nu.. Ihl applle_bll Inl.t..t rate. 'or 1911 through 199~ .tl'
Ve.r Inllr..t R.ta Dallv Inl.r.,t ractor V'lIt Int.t"l Rail D.llv Inter..t ractor
19ftZ 1U .DODS,.I 1987 .. .000141
19U I':C .000431 19aa-1991 IU .000JOl
1911t II:C .000JOI 1991 .. .0002"7
1985 U:C .000)S6 I99J-199lt '" .000191
191' lU .00011,. 1995-1996 .. .0002't7
"Inl.rut Is celcul.ted .. 'ollowlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any HDtlcl II,uad .fl.r the 11M beeD"'.. d.llnqu.nt will r.,I.ct an Int.r..t e.leuletlon to 'Ift.en C151 dlv,
bevond the d.t, 0' the .....'..nl. I' Pllv..nt II .ad. a'ter Ih. Int.r..t ecaputatton dati .hown on the
Halle.. addltlan.l Inl.t..t 8U.t bl clleulal.d.
~' -., ~ -~.,''''''.._.
.
, ,
..'...... - - ~ - -- - -- - --- - - -------- -- _ __ _ _.0..- ____ _ _ ___ ___ _ _ _ _ __
DAA 02"2"6"63 COMMONWEALTH OF PENNSYLVANIA
NO. DEPARTMENT Of RIVENUE
OfFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
1fV.1I621114,UI
~~rinD
~
RECEIYED FROM:
i
ACN
ASSESSMENT P:'I
CONTROL ~
NUMBER
AMOUNT
SPITZER ROBERT C
701 N. SECOND ST.
P.O. BOX 12987
HARRISSURG PA 17108
101
'30,000.00
lOtOH,.r
'OID,mr
ESTATE INFORMATION,
!'I FilE NUMBER
~ 21-1994-0867
!'I NAME OF DECEDENT (lAST)
~ 9HINDLER PATRICIA
II OATE OF PAYMENT
EJ POSTMARK DATE
COUNTY
CUMBERLAND
DATE OF DEATH
09/30/94
REMARKS ROBERT L. 8HINDLER
C/O ROBERT C. SPITZER,ESQ.
SEAL CHECK" 1003
SSN
IFIRSTI
A
176-26-0697
IMII
REGISTER OF WILLS
m TOTAL AMOUNT PAID
RECEIYED ~l21:
MARY C. LEW
REGISTER DF WILLS
t30,OOO.00
C
~----------------------------~-----------~------~-
..
" .
f.
.
, ..-.~---'
"----
--,_._-:-_----._& II- "~IJ,,,~:'.'" -
,
... -. -......' -, - .
f
r~=~:~~~';;:~~:~~~;':A~~---------1 ~~ ---
I: -.., ""~ O",,'A'REC." · 'ENNsYlVANIAINNHlTAN" AN. ISTATE TAX ~
ACN
1:':1 ASSESSMENT P:'I
U CONTROL ~
NUMBER
,
\
~
RECEIVED FROM,
AMOUNT
,
:;
SPITZER ROBERT C
701 N. SECOND ST.
P.O. BOX IE!987
HARRISBURG PA 17108
101
$1E!,246.:57
i
I
I
,
I
I
'OIDJiflf1
I
_'OtDHllf
ESTATE INFORMATION,
f:t FILE NUMBER
Y E!1-1994-0867
EJ NAME OF DECEDENT IIAST)
II OAtE OF PAYMENT
m POSTMAR
COUNTY
SBN 176-26-0687
(F'RST) (M!
DATE OF D A H
REGISTER OF WILLS
m TOTAL AMOUNT PAID .12.246 '57
RECEIVED BfJ1)~lJ- ~~
MAR V C. LEWg
REGISTER OF WILLS
REMARKS
SEAL
RODERT L SHINDLER
C/O RODERT C SPITZER ESQ
CHECK" 105:5
..,..__ ____ ---'---------------; ---------------.-- ---,-T---7-:-
..
. '
.
.
. .
,
:
..__A
--""4"--'
,
---
, -
'7.-~
II ~ _ ll.'..........
. " i !
"
I
q,~~"~t
~" -'. '_.~ ~~ -..- '.'
'~
11I,N().~(P
(~
ACN 102
REV-1607 EX AFP 112-951*
COHHOHVEAlTH OF PfNHSVLVAHIA
DEPAr~NT OF REVENUE
I eUREAU Of INDIVIDUAL fAXEI
PEP'. 110601
HARRISBURG, PA 111t.~0601
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 04-29-96
STA 0 SHINOLER PATRICIA A FILE NO. 21 94-0867
DATE OF DEATH 09-30-94 COUNTY CUMBERLAND
NOTEI TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE ADDRESS SNOWN. HAXE CHECK PAYABLE ANO REHIT PAYHENT TO' "
ROBERT C SPITZER ESQ
701 N 2ND ST
PO 80X 12087
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..Ubd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
REV:ii.iii"Ex-jiFP--nZ-:9S-,-------iiiiii-lilifERIi"Ailcif-;:iiCsTATEiiE-N;:-OF-ACCOUN'f"-jiJiir--------------------
ESTATE OF SHINDLER PATRICIA A FILE NO. 21 94-0867 ACN 102
THIS STATEHENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS,
THE CURRENT BALANCE. AND. IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE 04-29-96
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-26-96
42,490.74
PRINCIPAL TAX DUE I ------------------------------'---------.
PAVMENTS (TAX CREDITS),
... ........_.'--,~-_...,-_.._.._...-.
PAVMENT
DATE
12-30-94
06-30-95
RECEIPT
NUMBER
AA022663
AA047954
DISCOUNT (+1
INTEREST (-I
1,512.21
.00
2B, 731. 96
12,246.57
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
42,490.74
.00
.00
.00
. IF PAlO AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN .1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIONS. I
..
,
If RESIDENT DECftl(H' .lake chick or .onlW order p.....ad. tal
If NOH-RESIDENT DECEDENT aak, cMck or .onlW order pI.abl1
~
I
0'1
Iubtllt with yCM.lr p'Y11lnt .,de PIYabl, to the "~).,,~ addr~
; l) N
u
=" <. B
REGISTER OF WILLS, AGE~.~ N
to, COHHONWEALTH OF PENNSVLVANIA.
~~.
cr
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~
:o:Il
~g
...-
qn
,i- ~\
r:
"
'f- _'
-r;,,',
=:J \..'
WO
-.
PlYtlENTI
Dltach thl top portion 0' thl. Hotlc. and
prlntad on the rlv.r.. ,Ide.
AU PI)'IIenh ncalv.d .hlll Hi ,ppUad flnt to MY Inhr." which "Y b, due with any r...lnd.,. appU,d to thl talC.
REfUND (CA)I A r.fund 0' . t... cradlt, which .... not r.qua.t.d on th. '.IC Return, ..y ba r.quI.tad bV coaplatlng an
"Application for R,fund of PIMly1\lanla Inh.rltance Md E,tat, Tax" CREV-UU). Application. .r. Ivalhbl. .t
thl Office 0' th. R,gbter of Wllh, eny of thl U hvsnua Dhtrlct Offlc.. or Ira. thl D.p.,.t..nt". Z"~hDU"
anlwarlno ..rvle. ~.r. for for.' orderlnGI In P,nn.vlvanl. 1-80D-36,.,D5D, out.ld. P.nn.vlvanla
and wIthin local Harrisburg .r.. (111) lal.aD'~, TDUI e717) 112-2252 (H..r1na lapelr.d on1v).
DISCOUNT,
Due.tlon. r.a.rdlnl .rror. cont.lnld on thl. not Ie. .houtd b, .ddr....d tOI PA D.p.rt..nt 0' R.v,nu., Bur..u
of IncUvldud hltll. AfTNI Po.t A.......nt Rnllw Unit, Dlpt. lID6Dl, Harrltburl, PA l1ua-0601, phonl
(711) 181-6505.
If any tax dul It p.ld ..lthln thr.. (5) cal.ndar .onthl aftlr thl dlcadan,". d..th, a flva p.rcant (5:0 dhcount
a' tha t.1t p.ld I. .llo...d,
REPLY TOI
INTEREST I
Intar..t It charllld bllllMlng with first dav of dlllnqu.ncy, or nln. (,) .onth. and ana (1) day 'roe thl data 0'
duth, to tha d.t. of plya.nt, TalCa. which b.c.., d.lInqulnt ba'or. Janu.ry 1, 1982 bur Int.r..t at the nta 0'
.hI (6i() p.rcant par annuli calculat.d et . dallv rat. of ,000164, All talll, ..hlch bau.. d.llnqu.nt on end ,ft.r
Jenuary 1, 1982 ..111 bur Intar..t .t a rat. which ..lit Vtry 'roe cat.ndar yur to cal.ndar Yllr with that nt.
announc.d by the PA alpart.,nt of R.v.nuI, 'h. appllc.bl. Int.r..t rnt.. 'or 1982 throullh 1996 era,
V..r Inhr..t R.h Dally Intar..t Faator Y..r Int.r..t Rat. D.lly Intar..t rector
1982 ZO. .0005U 1987 .. .00al~1
1915 ... .OOOUI 1911-199t It:( ,OOOSOI
1914 II' .000301 1992 .. ,000141
1915 U. ,000356 1995-I99~ 1X .000192
1916 10:C .000214 1995-1996 .. .00al'"
--Intar..t .. calculatad .. 'ollowlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUEHT X DAILY INTEREST FACTOR
--Any Natlca "Iliad .ftn the hlC bUD'" dlllnqu.nt will raU.ct an Inter..t calculation to flft..n ClSI day.
b.vond the d.t. of thl! ........nt. If p.y..nt II ..d. eft.t the Int.r..t coaputaUon data Ihown on thl
Not1c., Idd1tlon.1 Int.r..t .ult bl calclll.tad.
III .'.J' /() ..(.
ACN 201
"
(~
R!V-483 !X AFP (12-95~
COHHOHWUl Ul Of PENNSYLVANIA
OEPARlHENf 0' R~Y[NUE
IUAEAU Of INDIVIDUAL t.MES
DEPf, l1D601
IlARRlt1UAO, PA 17lU.0601
NOTIC! OF D!TERMINATION AND
ASS!SSMENT OF PENNSYLVANIA
ESTAT! TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE 05-06-96
o SHINDLER PATRICIA A FILE NO.21 94-0867
DAT! OF D!ATH 09-30-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT".
REHIT PAYMENT TOI
ROBERT C SPITZER ESQ
701 N 2ND ST
PO BOX 12087
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
I
HOUSE
AMount R..ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
R-iv:4S3i-EX--AFP--Ciz:-9Sj-----.-.-NCificE--OF--DETE-RHiiiAfio-N-AiiD-AiisESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF SHINDLER
PATRICIA A FILE NO.21 94-0867
ESTATE TAX DETERMINATION
ACN 201
DATE 05-06-96
1. Credit Far State Death Taxa a as Varifiad
40.939.56
2. Pennsylvanis Inharitance Tax Assessad
(Excluding Discount and/or Intarast)
42,246.57
3. Inharitance Tax Assassed by Other Statas
or Territories of the Unitad Stataa
(Excluding Discount and/or Intarest)
.00
4. Total Inheritance Tax Assesssd
5. Pennsylvania Estats Tax Dua
TAX CREDITS I
PAVMENT
DATE
DISCOUNT (+)
INTEREST (-)
RECEIPT
NUMBER
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
"IF PAlO AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQVIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY eE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.J
PURPOSE OF
HOTlCE,
,
PAYl1EHfI
,
~-----""-'--
,.....,-
~
To 'u1,111 the r.qulr..ent. 0' ..ct1an 1145 (bJ 0' the Inh.rlt~. and E.t.t. T.. Act,
(71 P.I. S.ctlon 1145).
~~, ~ :n
:n~'
1I>1
to., 0
~. -.1 ~ ~;.' a
(.:.; ,.... ~~ I
,. . ':, n. \
:-. , I l' ......
(i j
, '" ... :, ~~
c., . "'~(.
!-' .: ~,l --0 ?;! u'
u N fJ>g.
"'Dc. e
)>~ N
Act II of 1991.
o.tach the top portton of thl. Notte. ~ .ub.lt ~Ith ~our p'v-ent to the R'II.t.r a' Wtll. prlnt.d on the
r.v.r.. .Ide.
n M.... ch.ck or .on.v ord., p.vabl. tOI REGISTER OF MILLS, AcEHT.
All p.pentl r.ul",ed .hall b. appll.d flnt to any Int.r..t which .av b. due with any n'.lnd.r .ppll.d to the tn.
REFUND CCRh A rafund 0' . tax credit a.v b. reque.t.d bV co..-l.tlnl an "Application 'or A.,und of Pllm.vlvanla
Inherlhnc. and E.tlt. r.... CREY"ISU). Appllntlon..re avallabl. at the Offlc. of the Rqhtlr of WUh,
env of the ZJ R.venu. Dhtrlct a,flc.. or fro. the D.parta..,t.. 24"hour an.warlng ..rvlc. nuab.,. 'or 'or.. ordarlnll
In Pann.vlvanla l"100"S62-Z0S0, out.lde Pann.ylvenl. and wtthln 10c.1 H.rrl'burg .r.. (717) 717"1094,
TOOl (717) 772"2252 (H..rlng J~.lr.d Onlv).
OBJECTIONS, Anv p.rtv In Int.r..t not ..tl.,led ~Ith the ........nt of t.. .. .hown on thl. notlc. "V obJ.ct within
."tv (60) d.~. a' r.c.lpt 0' this Notlc. by,
-....rltten prot..t to the PI. Dlpart..nt of R.v.nu., lo.rd of App...., D.pt. 211021, Harrhburg, PI. 17121-102', OR
--".ctlng to h.v. thl ..U.,. d.hraln.d .t .udlt of the p.rson.l r.pr....t.tlv., OR
....app..1 to the Orphan.. Court.
ADMIN-
ISfRATlVE
CORRECTIONS I
INTEREST I
Fectu.l .rror. dl.cov.rad on thl. ........nt ahould b. .ddr....d In writing tOI PA Dlp.rt.ant 0' A.venue,
Bur.au of Indlvldu.1 T....., ATTHI po.t A.......nt R.",I.w Unit, O.pt. 210601, H.rrtaburg, PA 1712a"0601,
Phone (7.7) 717"6505. S.. p.g. S of the bookJ_t "In.truetlon. for Inh.rltanc. T.x A.turn for. R..ldsnt
Dlc.dent.. (REY-1501) for an ..planatlon of adalnlatr.tl\l.lv corr.ct.bl_ .rror.,
For dat.. of d..th on or .ft.r 10"S-91, Pann.~I\1anl. E.t.t_ T.. b...d on the F.d.r.1 E.t.t. '.x
nturn b.co... d.1Jnqu.nt .t thl .xplr.Uon of nln. (09' .onth. fro. the d.t. of d..th.
For d.t.. 0' d..th prior to 10"S.91, P'nna~lvanl. E.t.t. Te. b...d on the Feder.1 E.t.t. ,.. r.turn
b.coa.. dlllnquent et the ..plratlon of .Ight..n (la, .onth. fro. the det. of d..th.
T..... which b.c... d.llnqu.nt b.for. Januarv J, 19'2 b..r Int.r..t .t the rat. of .1. (6~J p.rc.nt p.r annu.
c.lcul.t.d .t e d.ll~ r.t. 0' .000164. All ta... ~hlch blc..1 d.llnqu.nt on or eft.r J.nu.rv 1, 1982 ..111 b..r
Int.r..t et e r.t. which will v.r~ fro. cal.nd.r ~'.r to cal.nd.r v..r with th.t r.t. announc.d bv the PA
O.p.rt.ant 0' A.v.nu.. Th. .ppllcabl. Int.r..t rat.. 'or l'IZ through 1996 .r"
~ Jnt.,...t Rat. Dell~ Intar..t Factor V..r Inhr..t Rat. o.lly Intar..t F.ctor
191Z ZD~ .00054' 1917 .~ .0aOl47
.,a5 I&~ .0DOoa 19aa-I991 IU .ooosal
1914 11" .Ooosal 199Z .~ . aOOl47
1985 IlX .000556 1995"I994 n .000192
19a6 IO~ .000274 J995-1996 .~ .000147
ulnt.n.t .. c.lcul.t.d .. 'ol1oM"
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--An~ Notlea J.aued .ft.r the t.. b.co... d.llnquent Mill r.fl.ct en Int.r..t c.lcuJ.tlon to 'I't..n (15) d.v.
b.Vond thl data 0' the .......ant. I' pav.ant I. ..d. e't.r the Int.r..t coaputetlon d.l. .hewn on the
Nottc., .ddltlonal Int.r..t .u.t b. calcul.t.d.
REV-483 EX AFP (12-95*
CDHHOHWEAlTH Of PENNSYLVANIA
DEPARrHENT OF REVENUE
BUREAU OF INDIviDUAL TAXES
PEP'. ...D601
UARRJSlUAG, PA 111Ze-06Dl
ACN 201
c..
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE 05-06-96
S 0 SHINDLER PATRICIA A FILE NO.21 94-0867
DATE OF DEATH 09-30-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAK
PAYHENT TO THE REGIST~R OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT".
REMIT PAYMENT TOI
ROBERT C SPITZER ESQ
701 N 2ND ST
PO BOX 12087
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE, PA 17013
I
HOUSE
AMount R...1tt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES .....
Rifv:48ji-EX--AFP--{i2~-9Si-----.-.-NO-ficif-OF--CETE-RHiiiAfio-N-Aiic-AiisESiiHENif----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF SHINDLER
PATRICIA A FILE NO.21 94-0867
ESTATE TAX DETERMINATION
ACN 201
DATE 05-06-96
1. Credit For Stata Death Taxes as Varifiad
40.939.56
2. Pannsylvania Inheritance Tax Assassed
(Excluding Discount and/or Interest)
42.246.57
3. Inhoritance Tax Assassad by Othar States
or Tarritories of tha Unitad States
(Excluding Discount and/or Intarast)
.00
4. Total Inheritanca Tax Assessed
42.246.57
5. Pennsylvania Estate Tax Dua
.00
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST .00
TOTAL DUE .00
"IF PAID AFTER TIllS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN n, NG PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
,
'" ._-, --....'.....'-..... ....".....
PURPOSE OF
HOTlCEI
To fulfill t~ r.qulr..ent. of Slctlon 1145 (b) of th~ Inheritance and E,t,t, 's_
e71 P.I. Slot Ion '145).
~~ ~ :rJ:D
". (Il
t.'
no ~. ,~~ f~
f:'! ,.') ~ c;
^,
"
J' , I " " )
, C7'l
\J'_i" - .
~. ( ) -0 :.:.ttl
Act, ~Aclt tz .f llMIl, u; 0
:'tJ\. t:I ~h
:t:'~ N
.f will. prlnt.d on thD
PAYftEHTI
u,tlch thl top portion of thl, Notle. and ,ub.lt with your p'Vlent to thl R.,'I..r
rlv.r.. .Id..
._ H... chick or ""IV order plv.bll tOl REGISTER OF MILLS, AGENT.
All p.y.-nt. recllved .hlll b. .ppll.d flr.t to any lnt.r..t which "V be du. with any r...lnd., applied to thl t.x.
REFUND (eRh
A r.fund of . t.. credit "V ba r.qu..tld by caaplatln; an "Applleltlon for R.fund 0' Plnnlvlvlnl.
Inharltsnca end Elt,t. ,.." (AEV-151S). 'ppllelllon. .r. Iv.llebl, .t the OfficI of thl R.glat,r of WillS,
any of the ZS R.venue Dlatrlct Offle.. or frol th. D.p.rt..nt'. 24-hour an.w.rlng ..rvle. nullb.n for for.' ord.rlngl
In Ptnn.ylvanl. l-aDD-'6r-2DSD, out.ld. p.nn.vlvenl. .nd within 10c.1 H.rrl.burg .r.. (717) 711-aD'4,
TOO' (111) 112-2252 IH..rlng I.p.lr.d Only).
OBJECTIONS I Any party In Int.r..t not ..tl.fl.d with the .......ent of t.. .. Ihown on thl. notlcl ..y abJ.ct within
II.ty (60) d'YI of r.c.lpt of thl. Notlcl bYI
"-written prote.t to th. PA D.part..nt of R.V.nul, Boerd of App..", Dlpt. 211021, H.rrlsburg, PA 11121-1021, OR
".llctlng to h.v. th. ..tt.r d.t.r.ln.d .t ludlt of the p.r.onll r.pr...nt.ttv., OR
-.app..I to th. Orphan.' Court.
ADHIN-
ISTRATlYE
CORRECTIONS I
Flctull .rror. dhcov.r.d on this ........nt .hould b. .ddr....d In wr lUng tOI PA D.part..nt of R'V.nul,
Bur..u of Indlvldu.1 Ta.I', ATTNI po.t A.......nt R.vlllw Unit, n.pt. 2a06DI, Harr..burg, PA 111,a.0601,
PhOnl (111) 111-6505. s.. plgl 1 of th. bookl.t "Jnltructlonl for Inh.rlt.nc. Ta. R.turn for I R..ld.nt
D,cld.nt" (REV-1501) for .n ..plenatlon of edllnl.tr.tlv'IY corr.ct.bl. .rror..
INTEREST I
fer dat.. of d..th on or .ft.r 10-1-'1, P.nn'Ylvlnle btet. T.. b...d on th. fed.r.1 htat. TIX
r.turn b.co... d.llnqu.nt .t the ..plratlon of nln. 1091 .onth. 'ro. the datI 0' d..th.
for d.t.. of d.ath prior to 10-'-'1, P.nn.ylvanl. E.tet. T.. b...d on th. F.d.ral E.tel. TI. r.turn
b.co... d.llnqu.nt at thl ..plretlon 0' .Ight..n (II) lIonth. 'ro. the dat. of d..th.
T.... which b.c... dalInqu.nt b,'or. J.nu.ry 1, 1'12 b..r Int.r..t .t th. r.t. of .Ix (6~) p.rc."t p.r .nnul
c.lcul.t.d et e d.lly r.t. of .000164. All ta.... which bace.. dallnqu.nt on or eft.r J.nuary 1, 1'12 will b..r
Int.r..t .t e rata which will vary fro. cal.nd.r y.ar to cal.ndar y..r wIth that r.t. announc.d by the PA
Dap.rt.ant of Ravanu.. Th. IPpllcabl. Int.r..t rat., for 1'12 through 1996 .r"
V.ar Intar..t R.t. O.lly Int.ra.t factor V.ar Intlr..t R.t. Dally Inter..t F.etar
1912 zU .000544 I'll .. .DDDtU
1945 16~ .DOOUI 1911-1991 lliC .DDOlDl
19a4 1l~ .DD03D1 1992 .. .0002"'7
.985 In .000356 1991-1994 7. .000.9'
1986 IO~ ,000214 1995-1996 .. .0001"7
"Int.,..t h e.lcul.tld D' follotlll
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
"Any Notte. luu.d 1ft" the t.. baeo... d.llnqu.nt will rlUaet In Int.,lIt ulculatlon to flft..n US) du'
bayand the d.t. of th. ........nt. If pay..nt I, .ada aft., th. Int.r..t co.put.tlon datI shown on the
Hotlc., addItlon.l lnt.r..t lIUlt b. c.lcul.t.d.
.J'-*"-_.'_"_'" "_
I if,.- Jt/tJ ~?
ESQ
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
C/*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAlC DIVISION
DEPT. Zlo"ar
HARRISBURG, PA I7UI.a601
.1'.1"11."111'''1
ROBERT C SPITZER
701 N 2ND ST
PO BOX 12087
HBG
09-01"97
SHINDLER
09-30-94
21 94-0867
CUMBERLAND
202
Allount R..Ut.d
PATRICIA A
PA 17108
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTEI To Inlur. prop.r cr.dlt to your account, lub.lt th. upp.r portion of thll for. with your taM pay..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .....
REii:7iJ;-EX--AFP--Coi:-97j-----.-.-Niificif-OF--OETifRHiiiAfiiiN-Aiio-AS"SESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER BB
ESTATE OF SHINDLER
PATRICIA A FILE NO.21 94-0867
ESTATE TAX DETERMINATION
ACN 202
DATE 09-01-97
1. Credit For Stste Desth Tsxes ss Vsrified
21,219.59
2. Psnnsylvsnis Inheritsncs Tsx Asssssed
(Excluding Discount snd/or Intersst)
42,246.57
3. Inheritsnce Tsx Assessed by Othsr ststss
or Territories of ths Unitsd Ststes
(Excluding Discount snd/or Intsrsst)
.00
5. Pennsylvsnis Estste Tsx DUD
42.246.57
.00
4. Tots1.Inheritsnce Tsx Assessed
6. Amount of Pennsy1vsnis Estste Tsx Previously Assessed
Bssed on Feders1 Estste Tsx Return
.00
7. Additions1 Pennsylvsnis Estste Tsx Due
.00
TAX CREDITS I
PAYMENT
DATE
RECEIPT
NUMBER
01 SCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
"IF PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TOT.,L DUE IS LESS THAN U, HO PAYHENT IS REIlUIRED
FOR CALCULATIDN DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
",(
.
,,;;..,~,,,-...:-.,...,-,..,,.
J
:;;
r-.
~ ~:
,"",(
("'I
r
tJ"\
~-
"
tJ
>!1
u: i~.
I',
r;\
'J 1_
-. ~
Uu
PURPOSE Of
NOTICE.
To 'ulflU tM nqulnaMts of SICtion U45 (b) of the Inherltenc:. Md Eltat, '1)1 Aot, Aat 21 of 1995. (72 P.'.
Saation 9145).
PAYlEH"
o.tach the top portion of thl. Hotlcl ~ .~lt with ~our p.~.~t to the RIII,t.r of Willi printed on the
rav.r.. .Idl.
.... "Ilh check or .onlV ord.r panbl. tOI REGISTER OF MILLS" ADENT.
REFUND C CAJ I
A r.fund of . tlX cr.dlt "V be ,..qul.t.d bV coaplatlng an "Applle.'lon for A.fund of P.nn.vlvant.
Jnh.rltenc:a ~ Eltet. Ta.- (AEV-ISIS). Application. ar. Ivallabl, at the O"lcI of thl Alalst.r 0' Will.,
any of thl 21 RI\llnul DI.trlot OffICI' or 'rOI thl D.p.r'..n'-, Z4.hour ."swerlng ..rvle. ~b.r. for for., ordlrlngl
In Pannlvlv."la 1~8aD.S6Z.Za50, out,lda Pann,vlvant. and withIn 10cll Harrl.burg .r.. (717) 7'7-1094,
TOOl (717) 772-2252 (H..rSna t.p.lr.d OnSy).
OBJECTIONS I Anv p.rtv Sn Snt.r..t not ..tS.fl.d with the .......ent of t.. .. shown on thS. notSe. ..v obJ.ct wSthln
.IMtv (60) d.va of r.e.lpt of this HoUel bVI
"wrlttan prot..t to th4t PA Olp.rt.."t of R.v."",., Bo.rd of App..h, D.pt. Z11DZ1, Hnrhbura, PA 17121-1021, DR
--.lacUng to h.v. the ..ttlr d.t.r.ln.d at MIdSt of tha p.rson'l rlprasentethr., DR
--app..1 to the Orphan.' Court
AOKIN-
ISTAATlVE
CORRECTIONS I f'lHItu.1 .rror. dhcoverad on thl. ........nt should b. addr...ed In wrSUng tal PA a.p.rt..nt of R.venue,
Bureau of IndlvSdu.1 Ta_.., ATTNI Post A.......nt R.vl." Unit, aept. 2aD'DI. Harrl.burg, PA 17128-0611,
Phon. (717) 7a7-65DS. Se. pag. 5 of the booklet "In.tructSon. for InherStanc. T.. Aeturn for. Re.Sdent
Deced."t" (REY-ISOI) for an ._plan.tlon 0' .daSnl.tr.tlv.ly corr.ctabl. .rror..
PENAL TYI
Th4t 15~ t.. -.n..tv non-p.rtSclpatSon pen.lty I. coaput.d on the tot.l of the t.. and Snt.r..' .I.....d. and not
plld ba'ora Janu.ry II, 1996, th. fSr.t dav ,'t.r the and of tha t.. .~.tv periOd. Thl. non-p.rtSclpltSon
p.n.ltv 1. app..labll In the .... sann.r and In the the .... tl.. p.rlod .. you would .pp..1 the t.. and Int.re.t
th.t h.. been .......d .. Indlcat.d on thl. not Ie..
INTERES"
Addltlon.1 pann.vlvanl. E.tatl Ta. .s.....d .. . r..ult 0' . chenge on the f.d.r.1 E.t.t. ra. clo.lng
"Un b.co... dallnqu.nt .t the .xpSr.Ucn of on. (1) lonth frol the d.t. the flMI noUea 0' the Sncr....
Sn F.d.r.1 E.t.ta T.x I. rlcalv.d.
T.... which bee... d.llnquent b,'or. Janu.ry I, 1912 ba.r lnt.r..t .t thl r.ta of .t. (6~) perclnt p.r ~
calculltad .t a dIllY r.t. of .000164. All t.x.. whJch b.c... delSnquent on Dr Ift.r Janu.rv 1, 1912 will b..r
lnt.r..t .t . r.t. which will \larv frOl c.land.r y..r to c.land.r y..r with that rat. announced bv thl PA
Dep.rt..nt c' RI\lInUI. Th. .ppllcabl. Int.r..t r.t.. for 19.2 through 1997 .r'l
'!!.!! Intar..t A.t. O.lly Int.r..t F.etor !!!r Int.r..t ht. D.lly [nt.r..t Factor
1912 ..X .000548 1987 'X .l)aIU7
ItIS 16X .00aul 1911-1991 IIX .aaasal
I... IIX .aaasal 1992 'X .oaazu
1915 UX .000SS6 1995-1994 7X .000192
1986 lOX .000274 1995-1997 'X .aanu
--Int.r..t 1. c.lcul.t.d .. 'ol1ow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any HotSel I..ued Ift.r tha t.x b.eo... delinquent wS11 r.fl.ct an Int.r..t c.lcul.tlon to fJft.an (IS) dlV'
beyond the data 0' thl .......ant. If p.y.."t h .ad. .ft.r thl Intar..t CDIIPUt.t1on d.t. ahawn on thl
Hotlc., IlddIUon.1 Intar..t llU.t b. nlcul.t.d.
,;(I~j(' 7,,5;',( /:~ /,'i}/ 1'I-d.:.jO,-L ."
"'-'-iERITANCE TAX RETURN ~~~c~gflA~);MillR 12131191
~ESIDENT DECEDENT POVEF-., . CREDIT IS CLAIMEDD
C""MaNWEALlH OF .ENNmVAN," (TO BE FILED IN DUPLICATE FILE NUMBER
DEPA"TMENT fJF REVENuE 2 I 1994
HA"n,,~~~ri,'.';~';:".","1 WITH REGISTER OF WILLS) COU~TY CODE VEAR
DECEUENrs NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENrs COMPLETE ADDRESS
SHINDLER PATRICIA A. 1714 OLMSTEAD WAY
DECEDENT SOCIAL SECURITY NUMBER CAMP lULL, PA 17011
176-26-0687 Caun CUMBERLIIND
~Ur5T k~'o\.~Db~~ I~:r:~~; 'jPUU'J '5 NA AMOUNT RECEIVED (SEE INSTRUCTIONS)
SHINDLER ROBER!' L. 28 235.00
AEV;lSlIQ U.I'aOJ4'
--. .- -- -' -.. .. .
{;
0ui
..,.-.
19940867
NUMBER
1. Original RolulI1
Ilu,d.lnoldllthprlll'll1l2a!:l-UI
@5, Fade,sl Est.le Tax Rolur" Roquirod
HI 4a, Futuro Inlorosl Compromlso
(10' dol.. el doom ollor 12-12-e2)
lB 6 Docodonl Dlod T"IOIO ffi 7, Docodonl MoInlolned a Uvlng TruS!
(Anoch copy 01 Will) (Mach copy 01 T,uol)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUl.D BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
ROBER!' C. SPITZER ESQ 701 N. SECOND ST
TELEPHONE NUMBER POBOX 12087
717-231-7600 HARRISBURG PA 17108
1. Reol EsIOlo (Schedule A) (1) 170,600.00
2, Slocko end Bondo (Schedulo B) (2) 506,781.55
3, Claoely Hold Slock/Partllo,ohlp Inlorool (Sch, C) ( 3 ) 65,234.00
4, Martgogoo and Nolo. Roccivablo (Schodulo D) ( 4 )
~. Cash, Bank Dopasils & Mlscollllneous Porsonal ( 5 )
PIOpOny (Schadulo E)
e, Jolnlly Ownod Propony (Schedulo F)
7. nansloro (Schodulo G) (Schedulo L)
B, Telol Gress As"IS (10101 Un.. 1-7)
9. Funeral Expanses. AdminJstralivo COSIS,
Mlscoll.noous Exponsos (Schodulo H)
10, DobiS, Mortgogo Uobilili09, Uono (Schodulo I)
11, Telol Doduclleno (10101 Unos 9 & 10)
12. Not VoJuo 01 Estalo (Uno 8 minus Uno 11)
13. Chorl1able and Govornmonllll Bequasts (Schedule J)
14, Nol Valuo Sub ocllo Tsx (Uno 12 mlnuo Uno 131
15. SpOil'''! Tt.ntllF'ltnt dtlu 01 dulh "ftlF 8-30-V4). S..
In.tfllCll(ln.'nr Appl,cabl.P.runl.lg.anPagI2.llncludl
v.lluu ""m Schldul. Kaf Schldull M.)
16. Amount of Uno 141axablo aIO./a rato
(Includo voluos Iram Schedule K er Schodulo M,)
17, Amount or Uno 141axablo 0115% ralo
(Includo yalU09 from Schadulo K or Schedulo M.)
lB, Prlnclpollsx duo (Add Isx !rom Unas 15, Ie and 17.)
19. Crodlts Spnuul pnVlFty Cr.dlt Prior Paymonls Discount
+ 30,000.00+ 1,578.95-
20. II Uno 19 Is qroalcr than Uno 18, entor tho di"oronco on Uno 20. This Is lhe OVERPAVMENT.
~ Check here tf you are nquesUng a rofund 0' your overpayment. I
21. II Uno 10 is groalor than Uno 19, onlor Iho diNoron<.o on Uno 21. This Js tho TAX DUE.
A. Entor tho Jnlelost on Iho bolanco duo on Uno 21A.
B, Enlor Iho 10101 01 Uno 21 and 21A 011 Uno 21 B, This Is Iho BALANCE DUE.
Make Check Pa able to: Re Ister of Willi, A ent
.. .. BE SURE TO ANSWER ALL OUESTlONS ON PAGE 2 AND TO RECHECK MATH" ... '
Undor ponalUcs 01 perjury. I declare lhat I have exammod Ihls rolurn. including accompanYing schedules and stalomonls, and to the basi 01 f!lV knowledgo
and boliof. it is truo, conoel and cOrTl'IOlo. I doclare Ihal all roal 0910to has boon ropor1ed a1lrue mmkel value. Ooclarollon 01 proparor olhor than Iho pOlsonal
ropresentatlve Is based on alllnlormalion 01 whiCh prop.uor has any knowledgo.
SIGN TURE OF PEnso R[SPllNSIRLE FOR FILINI.l RETURN ADDRESS
, r See Schedule attached
CHECK
APPRO-
PRIATE
BLOCKS
o 4. Umilod Eslato
CORRES-
PONDENT
RECAPIT-
ULATION
TAX
COMPUTA-
TION
3. Romalndor Roturn
..Q... 6, Tolol Numbot 01 Solo Deposit Bo'..
68,297.91
( 6)
(7 )
1,128.75
7,000.00
819,042.21
( e)
(9)
37,536.50
(10)
36,962.91
74,499.41
744,542.80
(11)
(12)
(13)
(15)
(14)
28,235.00"Ql. .
744,542.80
847.05
(16)
716,307.80, ,06 .
42,978.47
(17)
0.00, .15 .
0.00
(Ie)
43,825.52
InteroSI
(19)
(20)
31,578.95
(21)
(21A)
(21B)
12,246.57
0.00
12,246.57
OfTE
1:/ i,V - '()-
1 OOt
AODJlESS
701 N. SECOND ST
DATE ,~ r.
---~-_..--<-#-----+" },_.., _..._-~ ..,--
<-J /S,-Y 1'-/ - dtjb--L
'-'IlERITANCE TAX RETURN
~ESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'1 -,
/''l.l( 7 ,,5.'(G
REV:l,,"QU'I'."'.1
COMMONWEAltH Of PENN';VLVANIA
O[PARTMENTflF neV[NUE
OEPr,llHlIlIl
ttAnRI'lUURI1,PA II1U.IIIIIII
DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SHINDLER PATRICIA A.
SOCIAL SECURITY NUMBER
176-26-0687
II II A l I JU WIIIN'],", uu. . NA
FIRST AND MIDDLE INIUAll
SHINDLER ROBERI' L.
1. Original ROIUIn
ffi 40. Futuro l"tOfos1 Compromiso
(lor dalos 01 doalh ane' 12-12-82)
~ 6, Oocoden1 OkJd Teslalo ffi 7. Decodonl Malnlalned a Uving rrus1
(Mach copy 01 Will) (Mach copy 01 Tru.l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnOH SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
ROBERT C. SPITZER 701 N. SECOND ST
TELEPHONE NUMBER POBOX 12087
717-231-7600 HARRISBURG PA 17108
1, Real Ealale (ScOOdule A) ( 11 170,600.00
2. Slockselld Bonds (Schodule B) ( 2 ) 506,781. 55
3, Clo.oly Held SlocklPBrlnorshlp Inleresl (Sch, C) ( 3 ) 65,234.00
4, Mortgagos and Noles Roceivablo (Schodule D) ( 4 )
!S. Cash, Bank Deposits & Miscellaneous Personal ( 5)
Property (Schedule E)
6, Jolnlly OWlled Property (ScOOdule F)
7, Transle,s (Schodulo G) (Schodule L)
0, Tolal Gras. Assels (Iolal Unos 1-7)
D. Funoral E>cponsos, Admnislfallvo CosIS,
Miscollaneous Expensos (Schodulo H)
10, DobIS, Mortgago UebiliUcs, Uons (Schodulo I)
11, TOlal Deductions (Iolal Unos 9 & 10)
12. Nol Valuo 01 Eslalo (Une 8 minus Uno 11)
13. Chantable and Govornmonlal Bequosts (Schedule J)
14. Net Value Sub oct to Tax (Une 12 minus Uno 13)
15. Spouul Tr.nUlnllot doll" ot duln 01111" 11.30-941.5"
Inltruchnn. lor APP~Ubll PII"nUgI on Pol;' 2.llncludl
voIlulIlrnmSclllctulII'l.OfSCII.dultM.1
18. Amount 0' Uno 14 taxablo at 6~. ralo
(Includo valuos 110m Schodulc K or Schodulo M,)
17. Amounl 01 Uno 141axablo at 15% ralo
(Includo values from SchedukJ K or Schodule M.)
P'lnclpaJ tax duo (Add lax "om Unos 18, 10 ond 17,)
Crodits SPllUulPflvlltyCrld,1 Prior Pavmenls Discount
+ 30,000.00+ 1,578.95-
20. It Uno 19 Is qroalor lhan Uno lB, cnlor Iho dilfOlenco on Uno 20. This Is Iho OVERPAVMENT.
A. Check here tI ou are r. ueaUn a rofund of our DYe ent.
21. If Uno 18 is groator than Uno 19. onlor tho dltloronco on Uno 21, This I' the TAX DUE.
A. Entor tho Inlorost on tho balanco duo on Uno 21A.
B, Enler tho 101s1 01 Uno 21 and 21A 011 Uno 21 B, This ISlhe BALANCE DUE.
Make Check PI able tD: Re Ister of Wills. A ant
_ .. BE SURE TO ANSWER All OUEsnONS ON PAGE 2 AND TO RECHECK MATH" .. .' ',.' , ", ,
Undor ponallloS at perJury. I declaro Ihall havo OIcamnod this relUrn. including accompanYing schodulos and slalomonts, and 10 tho besl 01 fJ1V knowledgo
and bolio'. Ills !ruo, canoel and complelo. I duc/aro thai 011 100.1 Qslalo has boon roportod at IlUo markot valuo. Doclaratlon 01 preparer other than tho personal
replesonlahve Is basod on olllnlonnalion 01 whIch plcpnror has anv knowledge.
SIaN YURE OF PERSO RESf'ON~IOlE FOR flllNQ RETURN ADDRESS
11 , See Schedule attached
CHECK
APPRO-
PRIATE
BLOCKS
o 4. Umiled Estale
CORRES-
PONDENT
RECAPIT-
ULAnON
TAX 10,
COMPUTA- 19,
TION
~
;;
(juJ~
FOR r '"'"'5 OF DEATH AFTER 121311111
CHEC ,RE IF A SPOUSAL
POVEr.., . CREDIT IS CUUMED 0
FILE NUMBER
.:l I
COUNTY CODE YEAR
DECEDENTS COMPLETE ADDRESS
1714 oIMSTEAD WAY
CAMP HILL, PA 17011
COlin CUMBERLAND
AMOUNT RECEIVED (SEE INSTRUCTIONS)
28 235.00
3. RemalndOl Rolurn
111I' d.t.. QI d..ln prill' hI U-13"UI
:@:s. Federal Eatale TAX Return Roqulrod
../
1994
19940867
NUMBER
.Q... 8, Tolal Number 01 Sale Deposll Be.es
68,297.91
( 6)
( 7)
1,128.75
7,000.00
( 0)
819,042.21
(9 )
37,536.50
(10)
36,962.91
(11)
(12)
(13)
74,499.41
744,542.80
(15)
(14)
28,235.00. ,<g" .
744 542.80
847.05
(18)
716,307.80. ,06
42,978.47
.
(17)
0.00. .15
0.00
.
(18)
43,825.52
Intorest
31,578.95
(19)
(20)
(21)
(21A)
(21B)
12,246.57
0.00
12,246.57
OpE ) ...-
{-:/...)(- <{ ~
OA'.E, r
{; i. ,\ '/1-
lS001
ADDR[SS
701 N. SECOND sr.
HARRISBURG, PA 17102
.(/~j( 7 ,/)~.c <::1 /_'i.-Y It! - dt/O'.!
'-'lERITANCE TAX RETURN ~~~J --~~fFDA~~~illR 0.213./9.
J:lESIDENT DECEDENT PDVE,.... CREDIT IS CUIMED
e""'''ONw''ltHIIFPENNWlV.''. (TO BE FILED IN DUPLICATE FILE NUMBER
OEPAnTMENfllF !l[VfNut :/ I 1994
H.nn"~~r.~S~~';:".""", WITH REGISTER OF WILLS) COU~TY CODE YEAR
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl) DECEDENT'S COMPLETE ADDRESS
SHINDLER PATRICII\ A. 1714 01J.\STEl\D WAY
DECEDENT SOCIAL SECURITY NUMBER CAMP II I LL, PA 17011
176-26-0687 09 30 94 Coun CUMBERLAND
(I A 'Ll A 1L l'iU VlVlNljr, UU', ':.NA AMOUNT RECEIVED (SEE INSTRUCTIONS)
FIR" AND U:.OOl[ INlflAll
SIIINDLER ROBERI' L. 28 235.00
1. Original Ruturn 3. Romolndor Rutum
fllIf d4tUlIl d..lh fllIlI' In n-l3-ul
@S, Fodoral Eslalo Tax Rolum RoqUtrod
H]411, Futuro Inl0l051 CompfOmisO
(10' dOlO' 01 doalh anor 12-12-02)
8J e, Dueode"1 DkJd T051alo 8l 7. Oocodonl Malnlainod II Uvlng Trust
(Anach eopy 01 Will) (Anoeh copy 01 Trunl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
ROBERT C. SPITZER 701 N. SEOOND ST
TELEPHONE NUMBER POBOX 12087
717-231-7600 HARRISBURG PA 17108
1, Roal E"alo (Schodulo A) ( 11 170,600.00
2. Slacks and Bonds (Schodulo B) (2) 506,781. 55
3, C/o.ely Hold Slock'PannolShlp Inloro'l (Sch, C) (3) 65,234.00
4, Mongago. ond Nolos Rocooablo (Schodulo D) ( 4 )
e. Cash. Bank Deposits & Miscollaneous Porsonal ( 5 )
ProperlY (Schodulo E)
6. Jointly Ownod Propotty (Schodulo F)
7, Translors (Schodulo G) (Schodulo L)
0, Tolal Gro" As.." (Iolal Unos 1-7)
9. Funoral Expensos. Administrative Costs,
Mlscollanuous Exponsos (Schodulo H)
10, DObiS, Mongogo Uabi/il/os, Uons(Sehodulo I)
11. TOlal Doducl/on. (Iolal Uno. 6 & 10)
12. Not Valuo 01 Estato (Uno 8 minus Uno 11)
13. Charitable and Govornmontal Bequests (Schodulo J)
14. Not Value Sub oct to Tax (Uno 12 minus Uno 13)
15. Spollul T,&nll"'llo' dllU 01 d."tn 011111 e-JO-V4). 5..
Inalfllthnn, tilr Appl't.libl. Pllunl.lige on P.lige 2.IIMlude
V.lil".. Unl'll SClledule KOf Stlledllle M.l
16. Amounl 01 Uno 14 taxable at 6% ralo
(Includo valuoslrom Schodulo K or Sehodulo M,)
17. Amounl of Uno 141alCablo 0115% rota
(Includo valuo91rom SchodukJ K or Schodulo M,)
10, Pr/ne/poll.. duo (Add I.. ham Unos 15, 16 snd 17,)
19. Clodits 5pnu'.li1 PlIve,ly C"d'1 Prior Payments Discount
+ 30,000.00+ 1,578.95-
20. II Uno 19 Is qreater than Uno 18. onlor Ihe ditloronco on Uno 20, This Is tho OVERPAVMENT.
A. Check hero If ou are r. uelltJn a r.fund of aur ove: ent.
21. II Uno 10 Is grootor Ihon Uno 19, onlor the dilloronco on Uno 21. This Is 1he TAX DUE.
A. Enlor tho InlOlost on Iho balanco duo on Uno 21A.
B, Enler Iho lolsl 01 L1no 21 olld 21A on L1no 21B, Thi. I. Iho BAlANCE DUE.
Mike Check Payable to: Register of Wills. Agent
.. .. BE SURE TO ANSWER ALL OUESTlDNS ON PAGE 2 AND TO RECHECK MATIi" ..
Undor ponDluo9 at pOrjUlY. I doclllro Ihllll have olCD""nod this roturn, InCluding accornpanYlng schedulos and suuomonls. and 10 the bost at mv knowledgo
and boliof. If Is true. correct and complato, I doclaro lhat 011 raol oslata has been reported allruo markol valuo. OoclaraUon 01 proparor olhor thon tho porsonal
represonlatlvo IS based on all mlOlmation 01 which preparer has any knowledgo.
SIGN TURE OF PEASO 'ArSrON"jIOLE fOR FILING RETURN ADDn[5S
/ " ,See Schedule attached
REV;UflO Utf'.'j41
CHECK
APPRO-
PRIATE
BLOCKS
o 4, Umilod EtlDIO
CORRES-
PONDENT
RECAP IT-
UUTION
TAX
COMPUTA-
TION
',\..
f.
~ ,/
() Vv'
./
19940867
NUMBER
.Q... 6, Tel.1 Numbo' 01 Salo Dope.11 Bo,os
68,297.91
( 0)
(7)
1,128.75
7,000.00
819,042.21
( 0)
( 9)
37,536.50
(10)
36,962.91
74,499.41
744,542.80
(11)
(12)
(13)
(15)
(14)
28,235.00 x ,lg" .
744 542.80
847.05
(10)
716,307.80 x ,06
42,978.47
.
(17)
0.00 x ,15
0.00
.
(16)
43,825.52
Interest
(19)
(20)
31,578.95
(21)
(21A)
(21B)
12,246.57
0.00
12,246.57
Of" ) \ .---
f"/ ___,.,/ - '--( ,'S
OAI.'
'- / S
ADellESS
701 N. SEOOND ST.
HARRISBURG, PA 17102
"'-"-'~"'''~-'''','' ...,',<'..
'I,
~"M
,
PA REV-1500 EX (7-94) ~ ~ Page 2
Acl ,,~ 011994 provldel lor Ihe reducllon ollhe lax ralel Impoaed on Iha nel value ollranllerl 10 or lor Ihe U.. 01
Ihe lpoule. The rllel al prelcrlbed by Ihe l'ltule will be:
a 3% (.03) will be applicable lor ellal.. 01 decedenl. dying on or after 7/1/94 and belor. 1/1/96
. 2% (.02) will be applicable lor ellalel 01 decedenls dying on or after 1/1/96 and belore 1/1/97
. 1% (.01) will be applicable lor esleles 01 decedenls dying on or after 1/1/97 and belore 1/1/98
. Spoulallransler. occurring on or after 1/1/98 will be exempllrom Inherllance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (oj) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old docodent make 8 transfor end:
e. roteln tho use or lncomo 01 tho proporty translerred....... . .., . , . . ."... , . . . ,..", , . ,...,., , " .... . . ... .. , , .. .. ., .,. X
b, relaln the rlghllo doslgnalo who ahall use lhe plopol\y "anslorrod 01 lis Inceme,. , . .. , . . . . , .. .. .. . , . , . . . . . . . , . . . . . . . . . , . , . X
c. retain a revorslonary Into,osl; or."..,.,.. ......,.,............."..... ,.,....... ,.,.....,.......,..,...,.,',... X
d, ,ueolv.lh. PIOmi.O for 1110 olollhol paYl11Unls, bonofils el calo? , . , ,..,.,. , . . ...,.,. . ...",.,.. ,..,. . . ,. , ,., , .. ,. , , , " x
2, II doalh occurrod on er bololo Docombor 12. 1902, did docodonl wllhln two yo... procodlng doam II.nsl., plepor1y wllhoUI rocolvlng
adoqualo consldoratlon? It doath occurrod altor Oocombor 12, 1982. did docedenltranslor proporty within ono yoar 01 death without
rocolvlng adequate consideration? , . . . . . . , , . . , . . . . . , . . . . . . , , . . . , . . . . . . . . . . . . . , . , , . . , . . . , . . , . . , . . . , . . . . . . , . . .
. . . . . X
3. Old decodont own an 'In lrust lor' bank account at his or hor death?. ..... ,.. . , ,. ".... . ...,.,.,.. , .. .. . . ,. , ..... . ... .... 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.
PA16002 NTF 01110
CopyrIght Forml SOIlWllf Only, '114 N.lcQ,lnc. N84PA002
.
r\
{'I
Estate of: PATRICIA A. SHINDLER
-1994-19940867
'lbe follCMing persons are signing the return as representatives of the estate:
ROBER!' L. SHINDLER
1714 0LMS'mD WAY
CAMP HILLr PA 17011
('"'")
A
"'.
I herehy ""rUry Iblllbl.l. I Irnu III~ L~nr..1 .opy or lb. I.L" Will
III~ 'I'""llm.1I1 or 1'.lrl.l. ^. Shlll~ler ~ale~ lIehrllArY 27, 1 !ilJ(llUl~ . lru.
all~ &:tI"e.1 L'\IPy or Iho n,~lcll'lIlbo 1....1 Will .O~ 'I'es'.m.lllor 1'.lriLi. ^.
Sblo~l.r d.l.d ^1I11U"19, 11)1)3 L. prnhlled wllh lb. ReW.'.r ur Will. or
. (:umh.rI.o~ U,uolY, PeulI.ylvlllllolI (Moher 12, 1'194.
. ,.---
A.?r.
ROIJIlR'I' C, SPITZIlR, .' nRIl
^lIoruuy rur Ih. a,llle or Palrl.l. ^. Shlodl.r
,1!l!lS
"'--;"-
.
~
~
~
LAST WILL AND TESTAMENT
OF
PATRICIA A. SHINDLBR
I, PATRICIA A. SHINDLER,. . make this my Last Will and
Testament, and I revoke any previous Will.
FIRST: I direct my Executor to pay all my last illness and
funeral expenses as soon as convenient.
SECOND: All of my tangible personal property (except for
such property used in a trade or business), I give to my
husband, ROBERT L. SHINDLER, if he survives me by thirty (30)
days. If my husband, ROBERT L. SHINDLER, does not survive me by
thirty (30) days, I give such of the above property to my son,
DERRICK W. SHINDLER. If my son is not surviving at the time of
the proposed distribution under this paragraph, then such
property as is selected in the discretion of my Executor shall
be distributed to my heirs and the heirs of my husband in as
equal shares as is praoticable. I hereby authorize my Exeoutor
to distribute
benefioiary, or
any such property direotly to any minor
to any person to hold for the minor, in the
discretion of my Exeoutor.
THIRD:
All the rest, residue and remainder of my estate,
of whatsoever nature and wheresoever situate, inoluding that
over which I have a Power of Appointment, I give, devise and
1
.--,
~
'beque.th In t&"\lllt to DIUUI1C1C If. SH1HDUUl and CCNB 8AHlC, N.".,
under th.; Tget, ~jt wJ.th _ .e Settlor dated
FOURTH: I direct that all estate, inheritance and other
taxes in the nature thereof, together with any intere.t and
penal tie. thereon, becoming payable because of my death with
re8pect to th8 prop8rty constituting my gross estate for death
tax purposes, whethsr or not such property passes under this
Will, be paid from the principal of the Trust dsscribed in
peragraph THIRD above and no person receiving or having a
beneficial interest in any such property, whether under this
Will or otherwise, shall at any time b. required to ~cntribute
to or refund any part thereof; provided, however, that this
direction aha11 not apply to the taxes on eny property included
in my estate solely because of a power of appointment thereover
which I pos8ess but have not exercised or on any qualified
terminable interest or to any generation-skipping transfer
taxe. .
PIFTH: My Ezecutor is hereby authorizsd and empowered, in
addition to auch powers granted executors by law, all
exercisable without court order: (a) to sell securities or
other property, resl or personal or both; (b) to borrow money
from such persons as it may desire, inClUding tha power to
borrow from it8Slf as an individual or a8 a fiduciary under any
Trust Agreement for any purpose necessary or desirable in
connaction with the payment of taxes or other ma~ter8 incidental
2
."
'-
.~
~
~
to the settlement or administration of my Estate, or for
inveatment purposea, on either a secured or unseoured baaia, at
such rate of intereat aa may be neceaaary and to sign notea and
to pledge the asaeta of my Estate as seourity therefor; (0) to
make non-prorata diatributions in kind or partly in kind or
partly in cash; (d) to retain all or any part of my property,
real or personal, constituting. my Estate for such time as my
.
Exeoutor deems beat or to invest or reinvest the same without
,
being restricted to "legal" investments; (e) to file joint
income tax returns and to consent to joint gift tax returna with
my husband, his executors or administrators; (f) to compromise
claims agsinst or in favor of the Estate, with or without Court
approval
on such terms and conditions as Exeoutor deems
appropriate, in my Executor's sole discretion; (g) if the
Estate inoludes any interest which I had in a business at the
time of my death, whether the same is a sole proprietorship, a
partnership, or a corporation in which I owned all or a
substantiel portion of the stock, to continue the businesa,
until such time as my Executor deems advisable to sell,
liquidate or distribute the same in kind. Executor shall have
all rights and powers in conneotion with the business as I had
when living, inoluding by way of example and not limitation, the
powers to operate or join in the operation thereof as a going
ooncern, to form or re-form a general or limited partnership, to
incorporate or re-incorporate and to liquidate or sell the same
or any part thereof, all as it deems advisable for the best
.;1
.
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~.
interests of the Estate and of the beneficiaries thereof;
without any liability for loss resulting from the operation of
said business except where such loss is the result of negligence
or fraud on the part of the Executor; (h) to receive, for its
services in connection with any such business, such additional
compensotion as may be commensurate therewith; (i) to claim, in
my Executor's discretion, expenses of administration of my
Estate as deductions for federai income tax purposes, when this
will result in an overall reduction of income and death taxes
for my Estate (no adjustments between income and principal or in
the amount of the distributions to the trusts created by
separate instrument shall be required as a result of such
action); (j) in my Executor's sole discretion, to elect (or not)
to treat as property passing to my husband and as aligible for
the marital deduction under I.R.C. Section 2056(a) property
which is "qualified terminable interest property" within the
meaning of I.R.C. Section 2056(b)(7), in all regards except for
such election; (k) in my Executor's sole discretion ~ allocate
such exemptions as are available as to the generation skipping
transfer tax to any property, to exclude any property from that
allocation and to make all ra1ated allocations thereto. No
beneficiary shall have any claim against my Executor for
exercising such allocation powers as granted herein. (1) in my
Executor's
sole discretion to compromise taxes on future
interests on such terms and conditions as Executor deems
appropriate;
(m)
to
maintain
reasonable
reserves
for
4
rofl.
.
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depreciation, depletion, amortization and obsolescence.
SIXTH:
I nominate, constitute and appoint my husband,
ROBERT L. SHINDLER, BS Executor under thia my Last Will and
Testament.
If my husband, ROBERT L. SHINDLER, i8 unable or
unwilling to serve as Executor, then I nominate, constitute and
appoint CCNB BANK, N.A., as Successor Executor, with the same
duties and powers as if originally appointed. No bond shall be
.
required in this or any other jurisdiction of my Executor.
SEVENTH: The compensation payable to my Executor shall be
the compensation due, in accordance with the fee SChtUle of my
Exeoutor at the time such services are rendere, or if my
Executor is sn individual, such compensation shall be easonable
oompensation.
EIGHTH:
The words "child, children, or issue", s used in
this Will, shall include adopted persons and pers s born or
adopted after the date of this Will, respectiv y unless
expressly stated to the contrary.
NINTH:
I hereby authorize my Executor
powers granted by law, to make such elsction in conneotion with
settlements under employee benefit plans in which I have an
interest as my Exeoutor deems most advantageous under all the
oircumstances.
IN WITNESS WHEREOF, I, PATRICIA A. SHINDLER, the Testatrix,
.
.....
....,
-
n
to th1. wry L..t "111
.h..t. of
paper have
1"0 ~
, iM9.
and Te.tuent, typevrJ.thn on ..ven (7)
.et my hand and ..al th18 ;l.7'Jt../.. day of
~j_.. -,
Q,.-i:n-,,; -. p, JJj~' 1 ~~. (SBAL)
PATRICIA A. SHINDLBR
Signed,
her Last
in the
seals as
sealsd, published and. declared by Testatrix as and
Will and Testament, in ~ur presence, at her request
presence of each other have hereunto set our hands
attesting witnesses.
~or
and
and
residing
residing
:: ~1f/;lJ-
6
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r-..
COMMONWEALTH OP rENNSYLVANIA:
COUNTY OF DAUPHIN:
SS:
I, PATRICIA A. SHINDLER, Testatrix, whose name i8 eigned to
the attachad or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument es my Last Will; that I signed it
willingly; and that I signed it as my frae and voluntary act for
the purposes therein expressed.
Sworn or affirmsd to and acknowledged before me, by PATRICIA
A. SHINDLBR, the testatrix, this 0l7.t:/... day of
~.lL.", -~"I ' ~~~'J:'~
CD,../~, ',:~ t:i.tl,.../ ~t..J
PATRICIA A. SHINDLBR
-
. ,..'
.~
.....
My
....... "
aaion Expirea
NOTARIAl SEAL
JUOY A.IME~o ':tltl'/ Public
HGI:i.ljl(,~. :Jl:~Hl:fl C~L"',lj
My Commlss~',l t:J;~;r.::; :;~~1. ~o 1m
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN:
ss:
IJ ~ . , and
~ . , the witnesses whose names are
the tt or foregoing instrument, being duly
qualified according t law, do depose and say that we were
present and saw Testatrix sign and execute the instrument as her
Last Will and Testament; that Testatrix signed willingly and
that Testatrix executed it as her free and voluntary act for the
purposes therein expreseed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and that to
the best of our knowledge the Testatrix was at that time
eighteen or more years of age, of sound mind and under no
constraint or undue influence.
wo n r ffirmed to and subscr~el\ 1;0 (!bet;9re~me by
and~ ~n o.J' LJ/ ~ ,
rJ?;..-- day of
, 19a'1ro.
My
."... ~
,. :~
.~
Expiras:
NOTARIAL SEAL
JUDY ^, l/,iE ~o r.'l'::!1 ruoHe
~r, i.tl'~.!, ~J~' .;;-:. : ('...~~'( j.'
My CO'nrnl:i~!JI) ~~,~:r,:~ ~~lll,..,: 1~~
7
;t
^' _.~~.."'-'-,,
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CODICIL
TO
LAST WILL AND TESTAMENT
OF
PATRICIA A. SHINDLER
. '.
I, PATRICIA A. SHINDLER, having made II\Y LaIIL WW and Testament dated February 27, 1990,
do make, publilh lIIId declare thIa sa and Cor a Codlcil to my said Laat WW and TestamenL
FIRST: I hereby revoko JlIII'8llI'IIph SIXTH and IUbetltute the CoUowlna In lie place:
SIXTH: I nominate, c:o""ULute and appoint III,Y hueband, ROBERT L. SHINDLER, aa
Executor under thIa III,Y LalIt WW and TllIlamenL. It III,Y hueband, Robert L. Shindler, Is unable
or unwilling to eerve sa ExecuLor, then I nomlnaLe, c:onaULuLe and appoint HERSHEY TRUST
COMPANY, sa Succeaor ExecuLor, wUh tha lIIIIIle duUel and powel'1l sa If orfalnally appointed.
No bond ebeII be required in this or llI\Y other Jurlsdlctlon or III,Y Executor.
Except sa hereinbeCore provided, I hereby raUCy and confirm III,Y Laat WW and Testament In aU
other reepeet&
IN WlTNESS WHEREOF, I, PATRICIA A. SHINDLER, to thIe CodIcU to III,Y LalIt WW and
Tesij?nt, typewritten OD () aheete 1paper, have hereunto eet III,Y band and aeaI thIa
dq or '1tA , 1993.
Q;i~c. ,.... () . J.l 'A1lJ (SEAL)
PATRICIA A. SHINDLER
Signed, eaIed, publilhed and declared by the said PATRICIA A. SHINDLER, u and Cor her CodIclI to her
LalIt WW and Teetament, In our presence, at her request and In the presence or each other, have hereunto
eet our hancIa and -w sa atteatlng wltneaaea.
residing at
residing at
"
"
-,,-...---,-. .---
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COMMONWEALTH OF PENNSYLVANIA:
88:
COUNTY OF DAUPIUN:
r. PATRICIA A. SHINDLER, Testatrix, whoee name Ie alined to the attached or foresolng
lnatrwnent, havlna been dul,y qua1l/1ed according to law, do horeby acknowledp that I elgned and executed
tha Instrument.. a CodIcI1 to my Leat Will; that I aIjpled It wII11ni\Yi and that I signed It .. my tree and
voluntary act for the purpoeea therein ellprelllled.
Sworn or aI1irmed to and acknowledged before me, by PATRICIA A. SHINDLER, the Testatrix,
th1I dq of . 1993.
( "- ,) ,,'
,iu I,. . (j,,4. rt.-"..dl{{~LI
PATRICIA A. SHINDLER
N DI4r7 Public
My Cnmml..q"ll ExpIrea:
COMMONWEALTH OF PENNSYLVANIA:
88:
COUNTY OF DAUPHIN:
We and . the w1tneaaee whoee names are signed to the
attached or foregoing lnatrwnent, being dul,y qua1l/1ed aa:ordlng to law, do depose and IIlI.Y that we were
present and lIllW Teatatrix e1gn and execute the lnatnunent lIlI a CodIcU to her Laat WW and Testament.
that Testatrix elgned wI1lIngI,y and that Testatrix ellecuted It lIlI her free and voluntary act for the purposea
therein expreeaed. that each of 118 In the hearing and alght of tha Testatrix elgned tho CodIcil to her Will
lIlI w1tneeeee. and that to the beet. of our knowledge the Testatrix WlUI at that t.imo eighteen or more;yeara
of age, of lIOund mind and under no constraint or undue Influence.
Sworn or aI1irmed to and eubecrlbed to before me by
w1tneuee, thilI cIa;y of
and
. the
.1993.
Notary Public or AttorDe1
My Commlsalon Explrea:
STATE OF ADMISSION OF ATI'ORNEY':
1""\
,"'"""
'I "
<'-"
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN:
ss:
On lh!a, the _ dq or . 1993, berore me, lbe undenIined oftIcer, penorIII1Iy
appeared ROBERT C. SPITZER, known to me or aaUaf'adorl1y proven, to be a member orthe bar or lhe
ItI;heel court or aaId Slate and a aubecrlblng willi_to lite wlUtIn lnatrwrtelll, and certll1ed thel he WILl
pe/'llOna1J.y preeenl when PATRICIA A. SHINDLER,' whOle name III aubecrlbed to lite wllhln IIllIlrwnenl
executed lite same and lhal aald pel'llOn acknowledged lhalehe executed lbe laDle ror lite purpoeetllltereln
COIllalrted, and desired lite lI8IIIe mlghl be recorded u such.
IN WITNF.'3S WHEREOF, I have herelll1to eel my hand and Nolarla1 eee1.
Nolar7 Public
My ColDD1iulon Ezplree:
-.
,-...
"
. . 706 United States El. .10 (and Generallon-Sklpplng Tral._.er)
Fonn
(R.., Auqu.1 1993) Tax Return OMB No, 1!l45-0015
Eltate of. clUnn or r..ldent 0' the United SLIt.. I'" .~.rate In.tnletlon.). To be EllplfOS 12-31-05
O.....IIll.ill..lll'I."....." nled'o, docldonla dying .n., Oclobo, " lItO. Fa, PIflO/WO,k RoducUon Act
'"''''''''''''''111'.'''". HoUe.. I.. Dine t 0' thelnltrucUons.
1. 0.,..,,,",",..,,1"'11I1 ,",'.....IIII.."'...II."d """..,. """"', ,..",1 1 b O"....nr. lout fI''''' 2 Deeodenl'. SSN
PAl1UC[A A. S1UNDrER 176-26-0687
3a 0"""'.1" tl I,,,,,. "II d''''I'I It.II"II', InQ \1.1., ul'"II.O" ("..11"'1" 3b Ve" ;~1ll3~' ""bhl'l'dI4 :i'io';jtis 5 Dalllll dU'"
PENNSYLVANIA 09130/94
t. -- Sa ~t""lI' ,.'tul"'''''I",I,,,c.I,,,,,., 6b 1."\I~lol', Udr." Inu",b" .,,,.,,,u'lnclud''''''IlIUIMIIH fI' 'lI,t, nil. "' u".1
_I ROBERT L. S1UNDrER lill'l'j e,I."10_1'1. "' pi'll' alllU; llAl.:."d ZIPUld.)
6c [..c.U"""i"t,..IUtwIlIYflWllIIb"h"lflill"thun'l 1714 O!lolSTED WAY
uta, 185-28-4415 CAMP HILL. PA 17011
7a l'lI"fIII, "flIlIQU!lIU'I fll CII"" .."... WlII.....'''....'.d "' .".." ...."'''''i'''.d 17b C"'.."umb"
REG[STER OF WILLS CUMBERLAND COUNI'Y Ph 1994-00867
8 II tI.nd.,,' d.... ,,,,..I., CII.d 11111 . .. 1 X 1",,11I ..!full I urlot,.1I cop.,.t "" wilL 19 II Fo,m 4''''1 ..IIUlll4. cII.e_ II.,. . .. . I J
10 lt~ell.IIII..A.I'i..tt"ch.d,ICII'UII"'".' I
1 Total g'oss 011110 (from Part 5, RecapllUlllUOn. pago 3. 110m 10) , . . , , . . . . . . . , . , , . . . . . . . . . . . . . . . 1 1.466,338.84
2 TollI .1I0Wlbl. d.ductlon.(~om Pill 5, Roc.pllul.llon, p.g. 3, nom 20) . . . . , , . . . , . . . , . , , . . , . , , , 2 699 264.09
3 TOlble esllte (lublrlCl line 2 fromNne 1), .........,..,...............,.,................ 3 767.074.75
4 AdJust.d ,...b1. g,n. (IOllIllXlblo g,n'(Wllhln lho mo.nlng olsocllon =) m.do by lho doe.denl
.n", Doc, 31, 1976, Olher Ih.n gin.lhll... includlbl.ln docodonl" gro.. ostolo(.ocllon 2001(b))) '" 4 0.00
5 Add tin.. 3 .nd 4.. . .. . . .. .. .. .. .. .. . . . . .. . . .. . . . , . .. .. .. .. .. .. .. .. . .. . .. . .. .. . . .. .. 5 767.074.75
6 Tentative tax on the amounl on Hno t!i from Tablo A In tho Instrucoons, . . . , . . . . , . . . . . . . . . , , . . . . . . 6 254.959.15
78 II IIn. 5 o,coeds $10,000,000, .nlor I....' oll,n. 5 0' $21,040,000, II I I
line 51. $10.000,000 0' loss. .klp Un.. 70 & 7b & .nl., -0- on IIn. 7c , 78
b5ubll'CIS10.ooo,ooo~omhn.7..........,................... I 7b I
o Enlo, 5% (,05) 01 Uno 7b . . , , . . . . . . . , . , . . . . . . . . . . , . . . , . . . . . . . , , . . . , . , . . . . . . . . . , . . . . . , , 70 0.00
8 TOllllonl.by.11ll (add Unes Bond 7c)... ., , , ...... ,. . . .,.... .,...,.",.., .., ". "., , , ". 8 254,959.15
9 T.III g,n 'Ill payabl. wilh ,..poello gills m.d. by lho docedonl.no, Docombo, 31, 1076.lncludo gin
tues paid by tho docedont'. spouse lor such spouse's share 01 spUt gifts (socUon 2513) only If aho
decedent was tho donor 01 these giftS and thay 810 Includiblo In aho docodonrs gross ostalo (lOG Inst.). 9 0.00
10 G,o.. ..101. tlX (lUblloellln. 9 ~om 1100 8) , . , ..,.. , . , . ....' . ................ ........ . . .. 10 254 959.15
11 Maximum unlllod Ctodlt agalnstostale W ,.............",...... 11 192,800.00
-- 12 AdJU.tmon'lo u,,'food cr.dll. (Thl. .djustmonl m.y nol.,c.od $6,000. i
om- Seop.g. 6 oflhoIn.l1Uctlon.,). .,.........".,..",.."..,." 12 0.00
on ,
13 ADowable unlned aodll (Iubtractllne 12 tram Ilno 11) . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 192,800.00
14 Subtract line 13 from line 10 (but do noUnlor loss than 20ro) , . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . 14 62,159.15
15 Cledil for state doalh IUDS. 00 not onlor more than IIna 14. CofTl)ute tho crodit by using the amount
on line 3 loss $60,000. See Tabla B In lho InslrucUons Bnd attach credit evident. (500 Instructions) .. 15 21.219.59
16 SUbtractllns1!Sfromlln814 ..... ........... .............,............ ,........ ....... 16 40.939.56
17 Credit for Fodoral gift IAltos on pro-1977 glflsluc. 2DUllolltUll CQlllpllIIo',o"l 17 0.00
18 Croditlor lorelgn doath taxos (Irom Schedule(s) P). fAnun Fo,mlillDICEI 18 0.00 ;',1
19 Cr.d,llor 'Ill on prlo, ...n.ro.. (~.m SChodul. 0) , , , , , . , , . . . , . , , . 19 0.00 I :
20 TollI (.dd I,n.. 17, 18, .nd 19)......... .. . . "". , ,. , . . "., . .." ..", , ...", .. "..... .. 20 0.00
21 Nel 0.1.1.11ll (.ubllaetllno 20 Irom tin. 16) , , . .. ... . . . . , ..... . ......... ...., , , , .. ..... , .. 21 40,939.56
22 G.nef.llon-.klpping ...n.lo, 11ll..(~om SCh.dul. R, Pa~ 2, IIn.l0). .. , .. .. , . . .. . . , , , . , , .. , , . . 22 0.00
23 Sacbon 4D60A Incr....d ..11101.. (Irom SChodul. 5, Po~ I, lino 17) (soo In'lrucUon.) . . . . , . , . . . . . . 23 0.00
24 TOlllllon.lo' 11X0.(add Un.. 21, 22, .nd 23) . . , . , .. . . . . . . . . .. . . .. i .. "I' . . .. . . . , , . , . .. , , , . 24 40.939.56
25 Prlo, poymonll. E>cploln in .n on.chod .1.lomonl . . , , . . , . . . . , . . . , , 25 0.00
26 tJniled 51.10. TrolOUry bond. f.d.....d in paymonl 01..1010 11ll. . . .. I 26 I 0.00
27 Tolal (.dd I,no. 25 and 26) .. .. .. .. .. .., . . . . .. .. .. . .. . .. .. . . .. . .. .. .. .. .. .. . .. .. .. .. .. 27 0.00
28 BllJancoduo (or ovorpavmonl) Isublfact Ilno 27 fromlmo 24) .."",'....' ,..".".....,. ,.... 28 40 939.56
Ufldlf pI"llbnrll P"lW'y,1 dlel,II.'hat I ft..... """""," '"'i,.lufn, IlIt"'d'''liI.1uump''"r1''1I i,II.dlll".lnd ""'UlInll, "'nd to III. b.lla' my llftowl.dll.."d b,,,,,.t 111,w..
eo".c" ."d CI'IIlpl.'" O.tl.l''''I"'' II' p,.p,U" 11111., Ih.." I'" ...ellln' " bUilt Hn .I111"",,m,"o" u, wlltell PllPIII' ".I,oI"y !l;flQ"l.dll',
Slgnlluro{s) 01 OltOCuIOr(s)
Dala
&gnaruro 01 preparor other Ihan olloculor
H7n l'lIrFUrI
701 N. SECOND ST.
HARRISBURG, PA 17102
Add'O" (and ZIP code)
Oalo
,---.,
-.
,
Forni 7061Roy, 0-931
ElI1ate,of: PATRICIA A. SHINDLER
Part 3. - Elections by Ihe Executor
176-26-0687
Pteaso chock tho "'Yes" or "No" bole 'or oach U05110".
V.a No
1 Do you aloel altornalo valuation? . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . .
. X
2 00 you elOC1 spoclal usa vafuatlon? . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . .
X
If 'Yes," u must co 1010 and anach Schodulo A-1
3 00 you oJoct1o pav Ihe laxos In Installments as doscllbGd In sochan 81667. . . . . . ... . ... , . . . . .. . .. .... . . ........... .. X
II "Yes,'" u must anach tho IddltionallnlormBbon describod In tho Instructions.
4 00 rou alect 10 postpone tho pill 01 lhe laxGS anflbulablolo a rovOIslonary or remamdor IntOlosl as descnbed In secbOn
0'1l:l? . . . . . . . .. . .. .. .. . .. .. .. .. .. .. . .. . . , . .. . .. . . . .. .. . .. . . . . . . . .. . . . .. .. . . . .. . .. .. .. . .. .. .. .. , . . .. . X
Part 4. - Gene,allnlo,maUon (Nolo: Pl.... Inach Ih. nocossary supplomenllll documents. Vou muallU.ch 11I0 _III cortlltcol..)
t nzanan 10 recoIVe con I onlla lax In ormabon under egu auons seeuo" 601.504( }(2 I), to Bel as t 8 estales representawe ore I 8
'nt8lnll Rovenue Service, and 10 make wrlnen or oral presonfatJons on behall ollho eslalo relurn prepared by an anorney, accountanl, or
enrolled a ent lor the execulor:
Name of representative (print or type) Slate Address (number, street, and room or suite no., city, 81ale, and ZIP code)
OOBERl' C. SPITZER PA See Schedule attached
I declare thai I am the X anorneyl ac:counfMlIl enrolled agonl (you roost check Ihe applicable box) ror tho executor and prepared this
return lor tho executor. I am not under sus onsian or disbarmentlrom ractlce beroro the IRS & am ualified 10 racticeln the state shown aboVD.
Stgnaturo CAF number Oalo Telephone number
717-231-7600
1 Death certificate number and issuing authorny (anach a copy 01 tho dealh coniricate 10 this relUrn).
088673 cx:M-I OF PA DEPI' HEAL'IlI
2 Oocodent's busn. or occupation. II ,ellred. chock hero" 0 and slato decodenrs formor business 01 occupaUon.
PROPRIE:roR OF BUSINESS
3 Marital slalUs ollho decedenl at lima 01 death:
[]] Masrlod
D Widow or widower -- Name. SSN.and daleol death of d,ceUed .pnll....
Slngl.
LogllllV s.pa,al.d
Divorcod -.. Oate dll..orce GlCr.. blc.lme fln,l ..
4a SUrviving spous.'s nama 4b Social socu,itv numbo, 4c Amount ,ac.lv.d (see In'lrUcUon.)
ROBERT L. SHINDLER 185-28-4415 626 764.68
5 Individuals (other than Iho survtvlng spouse), trusts. or other ostales who receive benefits from tho estalo (do notlncJude charf1able beneflcl-
arios shown In Schedulo O) (see Inst. . For Privac Acl Notice ( Ucable to Individual benenclarlos on ,see the Instructions lor Form 1040.
Namo 01 Individual, trusl, or ootalo rocoivl $5.000 or moro ldenti In number Rolallon5hl to decedent Amount see Inst.
PATRICIA SHINDLER TRUsr UtA 2/27/90
DERRIC< W. SHINDLER
25-6480577
167-52-9783
TRUST
SON
721,003.18
56,895.70
All unascertainablo bonoflclaries and thosowho rocelvo loss Ihan $5.000..,.......................,.......... ..
0.00
Tolal. .. .. .. .. .. . , , . . .. .. .. . . . . . . .. .. .. .. . .. . . . .. .. . . .. . . .. .. . .. .. . . . . . .. . . .. .. .. .. .. .. . .. .. . . ..
(Conbnuod on next page)
H1U NTFl111
Cap,,'19P11Falml 50th"'.1" On',. "':I N.lco,lnc. N,:srOSl
777 898.88
Plgo 2
'5~~1~~t#~~Jff~~~'t~fj~tLj~;~~j;t1~i~~-~;~;~~;;~~~:;Ii.~,,;~'~;~:~,
t
~
~
"
"
>
'"
~ Estate of:
(
, \
.
I"",
1"""'\
.,
PA'ltUCIA A. SHINDLER
176-26-0687
,
'Y.
j
~
.
~-
'!
1
'l1le follow!nq person is autbJrized to receive confidential talc information,
to act as the estate's representative before the Internal Revenue service,
and to make written or oral presentations on behalf of the estate:
IalERl' C. SPITZER, ESQ
701 N. SECalD fIr
P 0 BIlK 12087
HARRISBURG, PA 17108
~ephone: 717-231-7600
,~
1"".
. .
.
FomI 106 IRIlY 8-931
Part 4. - GunorollnlOlmahon (contlnuod)
Please chuck tho ""(os- or "Nu. boll: lor oltCh Qunsuon. Ves No
6 Doos 1M gro!JD 001010 conloln any SDeUa" 2044 propOfty (quallhud IO,"\lna~o Intofosl proporty (QTlP) trom a puor gin or
8,..tO) (100 pa 0 ~ of tho I"s!ructlons 1. .. ......,......... .... . . . . . . . . . . . . . . . , . . . . . . . . . , . . . . . . . . . . . . . . . . . X
78 Havo Fodor.1J qlh flU fatur"S OVOI boon Idud? . . . . . . , . . . . . . . , . , . , . . . . . . . . . . . . . . , . . . . . . , , , . .. . . . . . . . .... . . , . . . . X
U-Vos; IOil!io ol1ach cn to!! allha 'olurn~. II 8v3i1ablo, and lurnl!Jh tho lollowln I"formalln"'
7b POllodls) covolud 7c 1"IOroW Rovonuo onlco(s) who,u !Ilod
tt answer -Ves- to an 0' U8sUon, 1.1., ou must attach addltlonalln'armatlon .. described In th.'natructJona,
Sa Wes lho,o an in'3uranco on Iho docedonl's Iilo Ihllls nol Includod on lho rolum as lit ollhe ross estalo'l . . . . . . . . . . . . . . .
bOld Iho docodonl own any Insurance on Ihelllo 01 anothor Ihalls not Includod In Iho ross ostllle? . . . . . . . . . . . . . . . . . . . . . . .
9 Old Ihe docodonl at tho limo 01 doath own a"y proporty as a 10InlI0"3"1 with rlghl 01 survivorship In which fa) ono or more
ollhe other 101011001015 WIS someone Olh8f lhan lhe docedonl's spouse. and Ib) loss Ihan the IuU value 01 the propot1y Is
InclUded on the fotU," as an ollho ranD oslalo? It "Yos,- u must co 1010 and anach SchodukJ E . . . . . . . . . . . . . . . . . . . .
10 Old lhe docedonl. althe tlfTlG at dO.lh, own any Inl8f05lln a parlno,shlp or unlncorporatod bUsJn05s or any stock In an Inacuve
or cia held cor oral1on? . . . . . ... . . . . .. .. . . .... . ., . . . . ... . .. . . ... . . ., . .. .... . . .. . . .. . ... .. . . ......... .
11 Old lho decodent make any transfer descllbed In sochOn 203~. 2038, 2037. or 2038 (100 Ihelnslrucoons 'or Schedule G)? II
"Yos; u must co 1010 and anech Schodulo G . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
W8f8 there In e)Clstenco litho I1mo 01 Iho docedenrs doath:
Any trusts crolled by lhe decodenl dUllng his or hor lIteUrno? . .. .... . . .. ..... ............... ... .................
An trusls not croaled b Ihe decodent under which tho decodont ossossod an ower. bonoliclal Interest. or lrusloeshl ? . . .
x
X
X
X
X
, ,
X
X
X
X
O,d Ill. dlCllflnllvlt pO"ln, ..IfC"I. or ,,11.'1 .an., Qlnl""po",., nl"~~"'"'I'II"tf If ...,....'fOU "'1.1" co",~11I1 .nd ,IIUCIl SCIlldut. H ........
Was marital deducllOn computod undor tranSllionaJ rule 01 PubliC Law 07-34, soc. 403(e)(3)I[conol'l'c Rlcavlty Tn Act at ltlll? . .
II 'Yes.- anach a separate computation of the mardaJ deduction. enler lhl) amount on !tom 18 at Ihe RecapltulaUon. and nole
on hem 18 "co utation anached.-
15 Was Ihe docedonl.lnvnodiately beforo death. rocelving an annuity doscnbed In tho "Gonerar paragraph ot tho Instructkms
lor Schedule I? It "Yes." au rnusl co 1010 and anach Schodulo 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
16 Did the docedenl havo a tolal"o)Ccoss rotirement accuroolaUon" (as dollnod In section 4980A(d)} In qualified OfT1)loYDr plans
and Individual rotlroment lans?1I "Yes." au roost complote and an3ch Schodule S.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Part 5. - Rec.pltullllon
lIem
no.
Gross oslato
Allornato value
Valuo .1 d.l. 01 do.lh
170 600.00
506 781.55
40 062.91
3 167.67
595 068.85
150 657.86
0.00
0.00
0.00
1 Schedul. A -- Roal Es'.'... . .. , ..... ....... .. ..... . .... .. .., .. , ........
2 Schedulo B-- Stocks and Bonds......................................,.
3 Schedul.C-Mongages, No'.s, andC.sh.......................,.....,..
4 Sehedul. D -- Insuranc. on Iho Decodanl'a Ulo (an.Ch Formes) 112).. .. . ...,....
5 Schedul. E -- Jointly Ownod Properly (anaeh Form(s) 112 for hlo In.urane.)... ..,.
. Sch.dulo F -- Olhor M.scollanoou. Proporty (an.eh Formes) 112 lor hl.lnsur.ne.). .
1 Schedul. G -- Tr.nslo,a During Decedonl" Ulo (an.eh Form(.) 11210' hlo Insurlneo)
. SCh.duIoH--Powor.oIAppolnlmonl........................"..,....,.
. Schedulo 1-- Annuillos . ... . . . . . .. .. .. .. . .. . .. .... . .. .. . . . . . .. . .., . .. ..
10 Total gross ostale (add lIoms 1 lhrough 9). Entor harD and on Iino 1 of Iho TIl)(
Co ulaUon. . . . . . . . . . . . , . . . . . . , . , . . . . . . . . . . . . , . . . . . . . . . . . . . . . , . . . . . ,
Amounf
1 466 338.84
lI.m
no. Deductions
11 Schedule J __ Funeral Expensos and Exponses Incurrod In Adminislollng Property Subjoct 10 Claims. . . . . . . . .
12 Schedulo K -- Dob'. ollho Docodon' .. .. ... .. .. ..... . ... . . . . .. .. . .. . . .. ....... . ,.. ... , .. . .....
13 Schadulo K -- Mongago. and Uon. ... . . ...... .. .... . .. . .. . . . . . .. . ... ... .... ... . ....... .. .....
14 TOlal 01 noms l11hrough 13..... .............................,.......................,.......
15 AIIowablo amount of deductions horn 110m 14 (500 tho Instructions 'or lIem 1~ of the RocopltulaUon) . . . . . . . . . .
11 SChadukJ L -- Not Lassos During Adn1lnlstrabon. . . . .... . . . . .. . . , . . .. . ., , .. . ..... .. . .. .... ... .....
17 Schodulo L -- E)Cpons09 Incurrod In Admlnislerlng P,oporty Not Subject to Claims. . . . . . . . . . . . . . . . . . . . . . . .
1. SchoduJo M -- Boquests, otc., 10 Survivlng Spouso. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1. SchodukJ 0 -- Charllable. Public. and SilTllla, Glhs and BOQuonl!). . . . . . . . . . . . . . . , , . . . . . . . . . . . . . . . . . . . .
35 536.50
0.00
36 962.91
72 499.41
72 499.41
0.00
0.00
626 764.68
0.00
699 264.09
2Q Tolal oUowable doduclions add lIorm 1~ throu h 19). Enler hOlo and on Ilno 2 at tho Tall Com utahan...., . .
Plgo 3
"Tn NTF 2194
Cop)'t'.,,,, Fnr"'. 5nll....all Only, ttU N,lco.ln,. NU'OI3
Form 7011 (R... I-UI
,-~
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, .
176-26-0687
him DOKrlptJon Altet"I'. Abeln.'. vlllu. Valuo II dllO
No, vatu.don date 01 dOlln
1 Two UDII dwclllug bouse .""lled II Elpl WL,blullllID $ 79,200.00
SlreetlD Ibe Boroup or MecblDlc:sbu'lI. CUlDberlllld
CoUDIY. PA _ See App,alul or JllbD II. Krl.~c' ,"acbcd.
2 $ 91,400.00
LoI No. lIllA. SeClIDD E. PlIO 1. u recordcd Iu [)ced
Book 4J, PIIIC 4. CulDbcrllDd CoUDly rc...rds, holul\.
IWO uDII dwelllDII bouse localcd II 707 1I0DlDlel Aveuue
ID Ibe Borough or Lcmoyue. CumbcrllDd ('.oUDly. PA
See Appraisal or JDbD II. Kricger 11I1.bcd,
TolaJ ~om condnu.llon ocnedulo/s) '0' IddillonaJ .neB"s'l InllChBd 10 Ihls schBdule . , . . 0.00
TOTAL (Aba onl.. on Part 5. Roc.oltullUon, 0108 3, II 118m 1.) , . , . . . , . . . , . , , . , , , . 170 600.00
(If mol. space Is needed. anach the conUnuaUon schedule Irom Iho and of Ihls packago or addItional sho~tls of the same SIZe.)
(SelIho Instrucllons on pogo 5.) Schedulo A -- Plge 4
",n NT' un
C.'moM ,.,... SOU_"'I Ol'll,. 1113 Nile., tne. H'JloSAt
"
FomI '7Oe (Rov. 8-11:1)
,-...
--.
.' '.
, Estate 01: PA'lRICIA A. SHINDLER 176-26-0687
SCHEDULE C -- Mortgages, Notes. and Cash
(For Jolnllv ownod properlY Ihll ""'"I be dlsdooed on Schedulo e _Ihe Inllrllc:tlonllo, Schedulo e I
,
110m lleKrlptlon Ahefnlle Alllwnlte YaJUI V......I
no. valuation dill d.l. 01 d..lh
1 PtC C<ING 5140233575 40,036.16
Interest on Ilbove item accrued as of 26.75
decedent's death
.
Tollllrom conUnullion schedul'(I) (0' .ddllionallheel(sll Inlched 10 Ihls schedule. , . 0.00
TOTAL (Also enler on Pili 5, Reclllltul.lion, alOe 3, II Item 3.1. .. . , , , , . , . , , .. .. .. 40.062.91
(II more IpICO b needod, .nsch lhe condnu.llon schedule ',om Ihe end ollhls p.cI(.ge or .ddllionalSheeb ollhe lame size.)
ISee the Inslrllcllonl on page 14,) Schedulo C -- P.ge 13
"7U. Nr, II,.
CoprnO"lFfUM. Soll.,r. Oflly. 1113 H.leo.lnt. NI3rOSCI
,
...'--
. . .
Forni 7011 fR';', 8-D:lJ
,"-""
r,
Eatate 01: PA11UCIA A. SHINDLER
SCHEDULE D -- Insurance on tho Decedent's Ufe
Vou ,..,sl UsI In policlas on lhe ,,,. o"ho docodonl and sll..h a Form 71 alol each policy.
176-26-0687
110m D8sclIpllon Ahornllo AIt..nlle valU. ValUul
no. valuoUon dolo dllO 01 """Ih
1 LIFE INSURANCE me> ""'~-PRtlDENTIAL LIFE 3,167.67
INSURANCE a:MPAN'i, POLICY 120 316 150
INSURING DECEDENl"S LIFE, SEE FORM 712
A'lTAOIED
Total ',om conllnusllon schodulaCI> la' IdditJonBlshDDllsn snschod 10 Ihls schodulo. . . 0.00
TOTAl..IAIso ani.. on Part 5. Roclpitullllon. 0"03. 11 Item 4,), . . . . . . . . . , . . . . . . . . 3 167.67
(U mor8lpKB fa noedod, anach tho conlJnultlon schedulo from Iho end at lhis packago or addItional shoets 01 the llama SIZ8.)
(Sea tho Instrucllons on pogo 18.) Schedul. D.- Plgo 1S
"':IS NTF JUO
CoPyrlll'" Fo'.... Soll.."OIlI)'. l1U N,lco,lnCo ",nOSDI
Amount applied by the Insur.,ce company as a single premIum representIng the pur chile of
Insllllmlnt bllnf'flls ....................,...............................,.
30 e.sls (Morulity uble and rail of Inter..t) uSld by Inlur.r In v.lulng Inll.llmlnt benefits.
31 vi'; ih; in;u~'-d-l;'- ;';uii.~I;' -b;n';,ii;i;y-;, -';;y. ;';u~y- "-O~I~I;;I-I;.~.d -by ih; ';,;";p~;yi:.-: ~ 7 ~ :,-. ~ 70'Y;.. -0 N~ - -
32 NIm.s of comp.nllS Wllh which dlced.nt carried other policies .,d Mnounl of luch pollcl.. If thl. Information II disclosed
by your r.cords,
'---"'.
.
Fo,m .' 712
Rtev ~Clo~.r 1~11l
rn~r,..T-.r.}":~":.S:,':I~"\lrr
:. P.rt 1 Oeeedlnt- Insured ITo be Flied with Feder.1 Estete Tu Return Form 7061
1 Oleld.nt's ..rst name & mlddl8 Inlll.1 2 O,cldent's lISt n""e 3 O.cedent's sOCl.l1 IICUrlty numblr
(It known)
LIFE INSURANCE STATEMENT
PATRICIA A.
SH IHDLER
5 Name ..,d .ddr," of Insur..,c. comp.tny
The Prudentlll Insur.nc. Comp.nv of Amerlce
B KInd D' policy 7 Policy number
30P
S Owners name. PI.IS. .It.lch copy 0' 9 O.t. ISlu.d
IIPplIC.lllon.
PATRICIA A.SHINDLER 11 29/55
12 V.llue of the policy .It time 13 Amount of premium
d' allgnm.nt
20 316 150
10 Alllgne.'s ".",. Ple..e att.tch
copy 01 '1IlgnmenL
14 N."el 0' beneficl.III
ROBERT L. SHINDLER
15 F.cl Mnounl of poliCY ...............................................
18 Indemnity b.n,fU. , . . . . . . . . . . . . . . . . . . . , . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17 Additional Insur.lnc. . . . . , . . . . . . . . . . . . . , . . . . . . . . . . . , , . . . . . . . . , . . . . . . , , . , . . ,
1 S Other benefils . , , , . , . . . . . . . . . . . . , , . , . . , , . . . . . , . . , . . . . . . . . , . , . . . . . . . . . , .
19 PrincipII 01 .,y Indebt.dn'lI to th. camp.,y d,ductlbl. in determ.ning net proceeds
20 Interest on indebtedn,.. (item 19) accrued to d.te of deal" .,..,......,....
21 Amounl of .ccumul.ted divid,nds ........,...".,.",.,.....,.....,...".,...
22 Amount 0' posl-morl.m dividends .......,..,...,.,......,.....,.......,.....
23 Amounl of returned premium, , . . . . . . , . . , . . . , . . . . . . . . . . . . . . . . . . , . . . . . . . , . . . .
24 Amounl of proceeds II payable In ani sum. . . . . . . . . . . . . . . . . ,
25 V.llu, of proceed. .s 0' dat, of de.lth (If not P.ly.bl. In on8 lum)
26 Policy provisions concerning deferred payments or Inst.llments.
Nole: If other th... lump-Ium settlement is authorized 'or surviving spouse. pl..Ise .Iltach
I cOp'y 0' the Insur.,ce' policy.
'" ..
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27 ';';~i;, -1;s~lim_.~t; ~ .-.-. ~ 7 ~ .-.-. ~: ~ ~ .-,-. ~ 7 ~ .-.-. ~: ~.- .-, ~: ~ ~ .-.-. ~ 7 ~ .-.-. ~: ~ ~.-.-.:.
28 O.te of birth. .ex. and naml of ..,y person the dur.ltlon of whale life mr; me.asure Ihe number 0'
p.aym.nts.
-------------------------------------------------
------------------------------------------------------.
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4 Dot. 01 dooth
09/30/94
1 I O.lle asSIgned
S 1.500.00
S
S
S
S
S 54.66
S 1.640 .B2
S B1. 51
S
S 3.167.67
S
'jl\~I'~
s
~1~~;[t~}!f~;;\~:.'~;:
s
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The underSigned officer 0' the .Ibove-Nmed Insur'nce comp,ny hereby cerll'Utl 1".1 this slltement l'tS 'orth Irue .,d
corr.ct lnform.tion.
'-f..y..,"6~J(J(A1-" ---
Till. Secretary
Instructions
Paperwork Reduction Act Notlce- Thl Plp.'wo,k ".duCfion ACI 01 St.atement of 1"lure,- '1'111 ...t.ml"t mult h m.d., 0" blh.1I of
10 I.YI w. mUll 1.11 yOU w"y WI I,. colllcHnD t""I"'Olm.llon, how"". '''1 i"lur."e. comp."y ....".ch IlIuld th. pollcV, by .11 o'hc., 0' ''''. com-
II UI. U, .nd wh.''''I' you h,vI 'A an,. It 10 us. WI ..k fo, 'hllnlorm.. p.n" hlv,ng ICC." to ,Pl. '.cord. 0' t". comp."ny. 'or putpo... ot uus
n to CII,y oul '''I Intlrn.1 Rlvenul I.w. of 'h. Unllld S,.,.., WI nlld lI.t.mln" , l.cllmll. Ilgn.t",. m.y b. u..d In lI.u of . mlnu.' 'lon.lur.
to ."'\Ir. 'I'll' you If. COmPly.n, wit" '''.n I.... .nd to .lIaw UI 101lV' .nd II und, '''111 b. blndinO II . m.nu'l .Ignltu,..
Iftd call.c, Uti ,Ig", .maun' 0 tllle. You II. '.Q\l".d to gl... u, 'hll Septr.lt. St.tltm.nts- A .."".t. lI.tlml"1 mu'l b. Wid for "Ch
Ofm.tlon. poliCy.
o.t, of cerUflc.tlon
'arm 712 "'..... 10..11
01/04/95
'.
Form 7061Rnv '8-'1.1)
--.
-..
estale 01: PATRICIA A. SHINDlER 176-26-0687
SCHEDULE E ,-- Jointly Owned PropertY
(II you oIocl s",;IN1n 2o:J2A valuIINln. you .....51 complol. Schedule E IndSc~1o A-I)
PART 1. _ QualUled Joint Inleresls - Interesls Held by Ihe Oecedenl and His or Her Spouse as Ihe Only
Joint Tenanls Secllon 204 b 2
11,",
"'I.
O,,"U,pl,I,"
Flit '.,ulIIll". ""I CU1IPllulllllw.t' '..,.....1..
""I""..t,
v.ltu.ltllmd.ll'
AIIII".."........
V..",.., d&ll.r dHI"
See Schedule attached
Tala) from conllnuation SChedule's) (or ad(f,rIonal sheeUs) anachod 10 Ihl, schedule. . .
18 Tallis................................................................
1b Amounls Included In ross estale (one-haifa' line 11) . ..................... ....
PART 2. All Olher Jolnllnleresls
28 Stale the name and adw8$JI or each suMvlng co-tenanL If there 818 more lhan 1hrea survtvlng co-tenants, list 1he addttJonal co-lenan1S on an
anached sheel.
1 185 622.70
1 185 622.70
592 811.35
N."',
AddllUlnll"'b"&rId IUI't, Q'Y. IUI" &rid ZIPCOdl.
DERRIa<: W. SHINDlER
1714 OIMSTED WAY
CAMP HILL PA 17011
Enl"
I,n.,'o,
col.".n'
O,.cnpll,n
Ilnckldln".lt"n.'"II.lulltond.III'&rIy)Fo,
..tuntln. atll' CU$IPIIII",blt,.I .II.ltabl"
p"unl.".
Incllldlbl.
Inckldlbl,
.h,'".I,v."',
Inckldlbllv.lu'.1
dati 0' d..'h
1 A
PNe BANK ACCOUNT WITH DERRIa<:
SHINDLER, #5140499758, INCLUDEDS
ACCRUED INI'EREST OF 1.98
100.0000%
2,257.50
Total from conhnuallon schodule s (or addlllonal shoet sn anached to Ihis schedulo. . .
Tolal olher taint inlo'Mls . ........, ......, , , , ... .. ..... ... . .. . ,. , . .. ... . ..
Tollllncludlbl. Joint Inl.rests (Idd lines 1b Ind 2b). Also enler on Pan:5.
Ree. Ilullll/('Jn. paqo:l. at i1em!ll..... . ...... .. ... . .... ... ., ... . ... ..... .. ..
I more space Is noodod, anach tho conlmuatJon schedule Irom the end 0' this package or Idd.bonal sheels 0' tho same me.)
lho InslrucllOns on plgo 18,) Schodul. E -- P_ 17
'13 HrFUII
0.00
2 257.50
595 068.85
"1";111 FII'''', Sail.." Onl,. tI" ".len.llle. NU'OSEt
,
-"'.
,r-.
Paqa 2
176-26-0687
PATRICIA A. SHINDlER
SOlEIXILE E, Part 1 - Qualified Joint Interests
Description
Altelllate
Val. Date
Al telllate
Value
Value at
Date of Death
Ha1E 1714 OrMSTEAD WAY, CAMP HILL, PA.,
17011 SEE APPRAISAL ATI'AOfED
HOUSEHOID CXXlDS, INCLUDING LIMITED
EDITICIlS, SILVER, FINE ARTS, MUSICAL
INSl'RlJoIENI'S, OIINA AND GLASS, AND VARIOUS
IitlRNI'ItlRE AND IitlRNISIIINGS, VAIl.IED IN
ACalIlDANCE WI'Ill 11lE SOIEDULE A'lTAOIED
HEREI'O.
460,000.00
198,124.00
OFFICE BUIUDING Nr 1524 CEDAR CLIFF
DRIVE, CAMP HILL, PA, 17011, VAWED PER
APPRAISAL ATrAOIED.
V1\RIOUS SECURITIES IIEID IN ACC'ClUNl' WI'Ill
SRXJSE AT JANNEY, ~y scorr, PER
SOIEDULE A'lTAOlED.
289,500.00
124,702.06
JOINT BANK ACCXXlNT Nr PNC FINANCIAL,
$10134.29, AND ACCRlJFD INIEREST OF $8.16
JOINT BANK ACCOUNl' Nr PNC FINANCIAL, ,
8667, $27,073.62 AND INIEREST ACCRUED OF
$23.56
10,142.45
27,097.18
540.146 SHARES OF MARIOO MERRILL DCM, Nr
$23.5 PER SHARE
MERRILL LYNOI CASH MANAGENENl' ACCCllMl'
IDS TAX EXEMPT BOODS 300
o JMB INO:tolE PROPERI'IES 5 UNITS AT $760 PER
UNIT
12,693.43
7,069.00
15,193.34
3,800.00
1 DELPIII FIrM ASSOCIA'mS PARINERSIIIP, 1 UNIT
~ $1120
2 LANCASTER PA SO/OOL DISlRICT BOtIDS -05,
10000 UNITS AT $.95955 PER UNIT
1,120.00
9,595.50
LANCASTER PA SO/COL DISlRICT BOODS, -06
10000 UNITS AT $.97405 PER UNIT
JANUS FUND, 879.647 SIlARES, ~ $19.15 PER
SHARE
9,740.50
16,845.24
'lUI'AL. (Cany forwar:tl to main schedule) . .
. . . .
1,185,622.70
"
~.
I".':'..
Fonn 7llfJ~ev 8-93)
,
ElI1ate 01: PATRICIA A. SlfINDlER 176-26-0687
SCHEDULE F -- Other Miscellaneous Property Not Reportable Under Any Other Schedule
(For lCunUy owned propotty thai must bo dlsckJsod on SChedulo e. 500 the ,"sl1uchon. lor SChedule E.)
(II you _lsocllOn zonA valuallon, you muol complola Sclledulo F and SClladul. A-f)
1 Old the docadont at the lime 01 dea1h own any articles 01 arllsllc or collocllblo value I" OXC8SS of $3,000 or anv coUocbOns whose V.. No
Ilrbsnc Dr collOCllblo value comb;nod 81 dale 01 doalh oxcoodud $10,0001 . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . , . , . . . . . . . . . . . X
II ""'Yes,. submt lull dolus on this schocMo and _nDch apDUUsl1ls.
2 Has the decodont'. eslal8, SpoUIO. or any olOOr porson. rocolyod (or will locoivo) anv bonus or Iwatd II 8 rosult 01 Ihe docudonl"
llf11lIovmenlor doalh? ................................................................................... X
U 'Yes: lubmt full deled. on this schodule.
3 Old the decedent 01 tho hme 0' doath have, or havo accoss to. . sale dopoStI bole? . , ... ... . . . .. . . ,. ....... . ....... , , , . X
II "'Yes,. slalo Iocalion, and if held In jolnl names 01 docodonland anolhor1 slale namo and rolaUOnship 01 IOlnt depoSllor,
See Schedule attached
If any of the conlents or Iho sato deposit box 810 omined flam lhe schedulos In Ihis rOlurn, explain fully why omined,
,
lI.m DeocrtpllOn Ahelnale Ahernato value Value II
no. For securities, give CUSIP number, It available. valuation dale date or dealh
1 JEWELRY 27,385.00
2 'lREA!:MILL 850.00
3 OPl'ICAL BOUl'IQUE-SOrE PROPRIE'l'ORSHIP * 65,234.00
4 METROPOLITAN sr CT:Nr ACCOUNT IRA 21,728.81
5 AMERICAN EXPRESS 0> 9040 IRA 2,550.66
6 MERRILL LYNCH lRA-V1\RIOUS 32,909.39
*See attached letters from Leon R.
lw~lter, CPA dated June 2, 1995 and undated
letter, copies attached.
Total rrom conlinulltlon schedulels) 101 addlllonol shooffs)) anoched 10 this schodule ... 0.00
TOTAL IAlso .nl., on Plrt 5. Roc.ollulltlon. osq. 3. II 110m 8,) . . . . . . . . . . . . . . . . . . . 150.657.86
(II mole spaco Is nooded. anach lhe conhnuation schedulo trom tho ond of this packago 01 addlllonoJ shoots 01 tho sarno siZo.)
(500 Ih.lnstrucllOn. on page 20.)
Hln NTF un Schedul. F -- Page 19
COP)'t'IDhl FOI"'I 5011.....'.Onl', IllS Nllco,lne. NUln5F1
'.
,,-...,
r"\.
Estate,of: PA'l1UCIA A. SHINDLER
176-26-0687
SCHEDULE F - other Miscellaneous Property Not Reportable Under Arrf OI:her Schedule
Safe Deposit Boxes
Location I Joint Depositor(s)
~ BANK, N. A.
ROIlERl' L. SHINDLER - HUSBAND
~ BANK, N. A.
DERRIC< SHINDLER - SON
,
-"
..ve'JOl~Nt MII"In
. no
, C;.......DI'UIIIK:ACCnt.UMB
1"""\
LbJN R. WALTER
CERTIFIED PUBLIC ACCOUNTANT
J04 Sharon Drive
New CumberL1nd. Pennsylvania 17070
Telephone: (717) 938.1569
~,..,..,......
" lVNMMnrlUt.
Of
CrHnFfO....1C ACCOU'ffN4rS
June 2, 1995
ESTATE OF PATRICIA A. SHINDLER
C/O Robert L. Shindler, Executor
1714 Olmsted Way
Camp Hill, PA 17011
Dear Dr. Shindler:
In accordance with your request, I have valued the proprietorship known
as "Optical Boutique" owned by Patricia A. Shindler at the date of her death,
September 3D, 1994, as of that date.
In my opinion, based upon the information available to me, the fair market
of the Optical Boutique at September 3D, 1994 was $65,234.
This opinion is based upon the adjusted net asset value of the business,
before discount or premium, the most reliable indicator of value under the
circumstances.
Supporting data reviewed for purpoees of this opinion are attached.
Very truly yours,
~R~JJ:t(
Leon R. Walter
Certified Public Accountant
. .
r-.
,-...,
~...4
rlNfS'I\VAflM lNtnnlTf
'"
CUfIF.O....C KCO..fAHn
-"
, . ,N<<lol:..."'....,""'
ctRmO ruNJC ACCOUHf",.n
LEON R. WALTER
CERTIFIED PUBUC ACCOUNTANT
304 Sharon Drive
New Cumherland. Pennsylvania 17070
Telephone: (7171938.1569
To the Estate of Patricia A. Shindler
The Optical Boutique. A proprietorship
1524 Cedar Cliff Drive
Camp Hill, PA 17011
The valuation ora closely held business Is a difficult task in that the factors Introduced In
the calculation formula arc subjective and slanlcd toward the bios of the Individual making the
calculation, In addition. the business Is or such 0 nalure that compamble data and statisllcs are
difficult to find. I have made every effort to make an equitable calculation for estate valuation
purposed taking into considemtion the provisions of IntemBI Rcvenue Ruling 59.60,
Based on my calculation the full value orThe Opllcal Boutique as of September 30, 1994
is approximately $65,234. To calculate the above valuation I considered the following factors:
I. The specialized nature of the business and the history of the enterprise.
2. The economic outlook in geneml and the condilion and outlook ofthe specific industry
in particular.
. 3. The book value of the company and the financial condition of the business.
4. The earnings capacity ofthe company.
5. The dividend paying capacity of the company os If it were incorpomted.
6. The goodwill or inlangible value orthe company.
7. The size ofthe company to be valued.
8. The market price of compamble companies engaged In same or a similar line of
business.
If you have any questions or commenls regarding this valuation do not hesitate to contact
me.
Respectfully submitted,
~RJ~fJ;;
Leon R. Wolter
Certified Public Accountant
A. Gin 'IX plld by II'. doco""nl DII/lO ..10" lor llII gin. mldo by
the decedenl at his or her spou.. \Mlhin ::I vear, beloro lhe
doCodenro """Ih (_lIOn2005(Cll........................... X X X X
B. TrlM1or.lncludlblo undOl _lion 2005(1), 2OOB, 2007, or 2OOB:
0.00
_._.~ .-
.
~
("""\
.
" Form 108 tRw. '8-9:1)
EsI.I. of: PATRICIA A. S1UNDrER
SCHEDULE G -- Transfers During Decedent's Ure
(II vau oIocl_lIOn 2032A voluloon. you muot COfT1lIeI. Schadulo G Ind Schodule A-I.)
176-26-0687
".'"
1'111.
On",,11I11'I
'"' ucwIIlt41. QI'. CU'iIP""""..., " .'f."~""
1111""""
".",....,,"'1.-"
AU"",..,.".",.
v...........,.." "".llft
See Schedule attached
TollI from continuation schedule(s (or additional sheet{! J .nached 10 this schedulo . . .
0.00
0.00
TOTAL IAlso onlo' on Pili 5. Roca ltulollon. 1.3. IllIem 7.1 , . . . . , . . . . . . . . . . . . .
SCHEDULE H -- Powers or Appointment
(InclUdo "5 Ind 5 lapsing' powe.. (_lion 2041(b)(211 hold by Ihe docedenL)
II u eloclsectlon 2o:l2A valuation, DU muot com lele Schedule H and Schedule A-I.l
ifill:
.0.
D..cnptJDI'I
Alt.tnale
"."'abondate
Altlf"'.a',V.lIy,
Yalu....1d.t. 01 dUth
None
TOlill Irom continuation schoduJe(s) or adcfihonal shea1(s)) .nachod to Ihis schedulo . . .
0.00
TOTAL (Also 8nlor on PanS. Ree' ilUlaoon. a 3. at Item 8.'. .. .... . ........... 0.00
I mor.space IS needed, anach Ihe conbnuabon schedulelrom tho end ollhlS padcage or addmonaJ shoots 01100 same siZe,)
h81f"\Struclions 10 Schodules G and H 110 in tho aeparalo Instructions,) Schedul.. G and H -- Page 21
UJ HTFUU
OP)'t'IIJ'" FOI..., SnU_MIOnl,.. ''':1 Nllt.., lite. H9JrOSOt
<
.
~
r-.
tate of: . PATRICIA A. S111NDlER
salEllULE 0 - Transfers During Decedent's Life
page 2
176-26-0687
Description
Unit
Value
Alternate
Val. Date
Alternate
Value
value at
Date of Death
1 DECEDENl' CREATED A REVOCABLE
UNroNDED TRUST DATED 2/27/90
,AND AMENDED, WI'Ili HE1tSHEY TRusr
cnlPANY AND HER SON, DERRICK
SHINDlER AS CC>-'IRUSTEES. 'lllE
TRUST IS FOR 'IllE BENEFIT OF
DECEDENl"S HUSBAND, ROBEm' L.
SHINDlER, WHO HAS RENOUNCED ANY
INI'EREST IN 'lllE TRUST, AND HER SON
DERRICK SHINDlER, AND HIS ISSUE,
IF ANY. NO ASSE:rs IN 'IllE TRUST AT
'IllE DATE OF DECEDENl"S DEA'Ili. a:lPV
ATrAOiED.
o
0.00
DECEDENl' CREATED AN IRREVOCABLE
TRUST WI'Ili LEON WALTER AS TRUSTEE,
00 11/17/89 , ALONG wrrn HER
HUSBAND, ROBEm' L. SHINDIER, ALSO
AS SE'ITlDR. DECEDENl' RESERVED NO
RIGIITS AS '10 'IllE TRUST WHICH OOUID
RENDER 'IllE ASSE:rs OF 'IllE TRUST
TAXABLE FOR EI'IHER pENNSYLVANIA
INIIERITANCE TAX PURE'OOES OR
FEDERAL ESTATE TAX PURPOSES. 'lllE
ONLY ASSET OF 'IllE TRUST IS A LIFE
INSURANCE POLICY wrrn ME'mJPOLlTAN
LIFE INSURANCE cnlPANY, INSURING
'IllE LIFE OF HER HUSBAND, WHO
SURVIVED HER. NO LIFE INSURANCE
~ ARE PAYABLE 00 'IllE DEA'Ili
OF DECEDENt'. COPV ATl'AOIED.
o
0.00
'WI'AL. (Carry forward to main schedule) . . . . . .
0.00
Form ioe (RIN, e-OJ)
---.
r-'\
Estate of: PATRICIA A. SHINDlER
176-26-0687
Nolo: QonoraUv, no .xcluslon ill IIIowod lor 111181'.181 01 docedenlO dvI"" In.. Docomber 31, 19M (BOO l..trucoon.'.
A ~I you exeludlng Irom 1111 _nl'l gro.. 811.t. 1111 volu. 01 I lump-sum dtllr1bullon descnbed In _oon V.I I No
2039(Q(2)?,."" , """"""""""" . . . . . . . . , , ,. ., .., . . . ." . . ... . .. . .. . . . . . . . . ,.. . . ,. .",. . , , . ... . .,
II 'Y..,. ...u ....1 Inach IlIIlnlormabOn r.""lred hu IlIIln.trucllon..
Itom lloocripllon Ahernale Ineludlbl. Includible volue
no. Show till .ntlr. volu. olllllannul1y befo,e Iny .xclu.lon.. volulllan dol. ahernlto vaJue II dll. 01 dOllh
None
Tolollrom conllnuonon ocllldule'ol lor Iddlllonol oheell.1I Inached 10 lhl. ochodulo , . . 0.00
TOTAL IAlso .nlor on Pili 5. ROClOltullllon, 010. 3, II n.m 9.\, "....,..,.,.. ..,. 0.00
SCHEDULE I -- Annuities
(II more space I. nood.d. Inach 1111 contiOOlllon acllldule from lhe .nd ollhl. packlgo 0' .ddltionol oheelO olin. .11I18 size.)
Schedul. 1__ Plge 22 (The In.trucllon'lo Scllldule I III In 1111 sepllollln.trucllon..)
HUJ NY' 2U4
COprr11lhl Fo,.... SoU...t. On1t. tin H.ko, '"Co H'UOSII
0.00
..-.,
,-
Form T06 (Roy. 8-9:1)
Estate of: PA'llUCIA A. SHINDlER 176-26-0687
SCHEDULE J - Fune,al Expenses and Expenses Incur,ecl In Admlnlste,lng Property Subject 10 Claims
Note: 00 nollisl on lhls schedule O)lponses or admmsleflng property nollubjecl10 daims. For lhose o.llponsoa, sea In!fruellon! lor Schedule l.
It executors' commissions, .nolney 'ees, ele., ar8 claimed and allowed as a deductIOn lor estalo lax purposes. IhoV .0 nol allowable as a
deducbon In co"""utlng tho tlXabkt Incamo 01 the 8s1ale tor Fodoral ,"como 18JC purposos. They are allowabkJ as on income lax doductlon on
Form 104111 a waiVOf' 13 rued 10 waive lhe deduchQn on Form 706 (see the Form 1041Instrucbons).
Itom
no.
O.scrlphan
Expense amount
Talal Amounl
A. Funeral expens..:
see Schedule attached
Talal funeral.'p.n.... . , , . , . . .. , . . . , , , . . . , . . . . . , . , .. . . , , . . . . , . . . . . ,
B. AdmlnlslraUon .",",ns..:
1 Executors' comrrisslons -- lImOunl_Igreed uponljJlkl. (SlIik. out Ih. words thaI do not apply.) . , . . .
13 086.00
2 Ano,ney tees --lUllOunl estImal.dIJ!llIIIGllIlI (Slrik. oullh. words Ihll do nol apply.)."......, .. . ,
20 000.00
3 Accountlnllees -- lImOunl OS1imal.dJagreed upon/paid. (Slrik. aUllh. wo,ds Ihll do nal apply.) ",.,.. . , , .
Expense amount
MiscoIlaneous expenses:
4 APPRAISAL OF <X>>IERCIAL REAL ESTATE, LES CXlNNOR, MU
5 APPRAISAL OF RESIDEm'IAL REAL ESTATE, J. KRIEGER
6 POOBATE FEES, REIMBURSED '1'0 R. SPITZER ESQ.
1,500.00
500.00
450.50
Tolal m1sc.nanoous .'pons.. ~am continuallan schodul.(a) (a, addlllanalsheel(s))
anochedlalhisachedule......."......................."....,....,... 0.00
Tola1 rniscollanoousoxnnnses ................................................................
2.450.50
TOTAL. rAlso ani., on Part 5. ROC8llllulallon,aan.3, aln.m 11,1.......................................
35.536.50
(II more space Is needod, an8ch tho continuabon schoduJo Irom tho ond or Ihls packago or additional shools ollho samo sizo.)
(See lhe Instructions on page 24.) Schedul. J -- Plge 23
H733 HrF un
CopyrIght Fo,,,,. Sou...,. 0"1,. IIn N,lco, lneo Nn70SJ1
.
.
.;.;0......- - .
"
, .
'"
r--.,
PA'IlUCIA A. SHINDLER
SOfEDUIE J, Part A - Funeral Expenses
Description
1 FUNERAL EXPENSES-PARJ:HI!M)RE F'lJNERAL Ha-IE
Page 2
176-26-0687
AnDunt
8,358.00
2 BURIAL It:1r
4,728.00
'IOI'AL. (Carry fotward to main schedule) . . . . . .
13,086.00
.-..
,-..
""'?' 70e1Rov, O-QJ)
Estate 01: PATRICIA A. SHINDLER 176-26-0687
SCHEDULE K - Debts 01 the Decedent, and Mortgages and Uens
110m eebls of lhe Decedent -- Creditor and nature 01 clAIm. Amount unplld to data Amounlln conl..1 Amaunl clllmed "'
no. Ind a1lowlbIe de'lh I.... . deduction
None
Tolal ~om conUnUltlon .chodulol.) (0' addllional .hoet(')J Inachod 10 Ihl. schedula. . . , . . . , . , , , . . . . . , , , . , . . . . 0.00
TOTAL '^,oo enla, on PBI15, Recaol1ul.tion. plI<le 3. II hem 12,). . , , . . . , . . , . . . . . . . . . , , . . , . . . . . .. . .. . . .. . . 0.00
!tam Mongag.. and Uen. -- Description Amounl
no,
1 PNC 34,563.04
2 INr 00 PNC Mro 273.63
3 SBA M:lRroAGE 2,124.68
4 INr 00 SBA M:lRroAGE 1.56
TOIII ~om conUnullion schadulel.) 10' Iddltlonal .hoot(.)J Inachod 10 Ihl. schodulo. . . . . . . . , . . . . . . . . . . . . . . . . . 0.00
TOTAL IAlsoenlaronPII15, ReclDhulltlon, 0100 3, alllom 13.),.......,............,............,...... 36.962.91
(II moro'PlCB 10 nee""d, Inach lha conUnualion schodula from Iha and ollhlO paclcago or addlllonal.hoel. 0' Iha .oma sllU,)
(Tho Ino1ruc:1lons 10 Schadula K lIa In Ihe lI8plllle In.truction.,) Sch.dul. K __ Pig. 25
HUJ NT' 2111
CoprnDht '0'11'I' Solt...,. Oftty. lit! "_ko, 1M. N.J1oSIU
.'
f'.
~
,
Form 7OlI1R.. 8-931
Ea'a'o 01: . PA"UCrA A. S1UNDrER 176-26-0687
SCHEDULE L __ Net Losses During Admlnlstrallon and
Expenses Incurred In Administering Property Not SubJect to Claims
II","
no.
Nella.... dullng admolllS"uon
(Hal.: 00 nol ""<kIcIIa..... claomod on I F.delaI locome 1" r.lUrn,)
A/nOunl
None
0.00
TOlal from conllnultion lICh8du I) 0' additionallh..I(I) Inached 10 Ihls schedule. . . . . . , . , . . , . , . . , . . , , . , . .
0.00
OTAl.(AlSO .nt8fon Plrl5,Roco ltulallon. .~.IIII.m18.)............ ..........,....,.",.......,.,
110m Exp.n...lncurred In Idmlnlll.rlng prop."., nOlsubjacllO claims
no. (Indlcll18 wl18tl18f .llImaled, agreed upon, or paid,)
A/nOUnl
None
0.00
Tolal from conhnuatlon schodu s) (or adcMonaJ sheet I)) Inached 10 1his schedule. . . . . . . . . . . . . . . . . . . , . . . . .
OTAl. Also .nlor on Pill 5. Racapltulallon. .3. II 111m 17. .......................................... 0.00
I mol. IpOCO 01 needod. Inach 1110 conllnuabOn schOdul. Irom the .nd 0111101 package 0' .ddltJOnalllleell 011118 lama Ilz..)
h.dul. L __ Pig. 28 (Tho Ins"ucllonllo Scllodulo L .,.In 1118 SOp.,II.ln.I,ucllons.)
'31 NTF 221'
npyngM Fnflftl SnU."" ()fit,. "I) N,!cn, InC. HuroSL'
. "
,~
. .
,-- ,
Form 706 fRuy 8-1):11
Eslaie 01: PATRICIA A. S1t1tIDLER 176-26-0687
SCHEDULE M __ Bequests. etc.. to SurvIving Spouse
ElecUon To Oeduct ou.uned retmln.able In'.,ut Property Under SecUon 2Q56(b)(7). -- II a lrU!i' (or olhot P'OPUfty) moot:! tho
roqultomonts 01 qUilhlKld lo.mr,..blu In'Oflr.>1 plOpfJIty under 'uJCllon 20561b1f7J. olnd
8. Tho IIU51 or other ptopolly 1'1 listod on Sc:hQdulQ M. and
b. Tho varuu 01 tho Uu~;t (or nth." propOfIVJ 1:1 onlorod In wholll or In part lI:J . doduChO" on C)choduln M.
thon uolos:! the o.oculo, spoclhcaUy IdonlllHt'J rho frusl (all 01 o1llo1cllonal portIOn d. po,conlaqOJ or alnor proporty 10 bo
IIxcluded Irom tho olacllo" tho olluculo, shill be doomod 10 hOlYO mado an olocoon 10 havo such trust fOI olher propurty) lIoalod
IS quahliud lorrnnablo mlOf~1 propo,ty undu, socllon 20~G(b)(7).
II less than the entire vwe 0' the trust (OJ QlhoI proporty) Ihllt tho oll'oculor has Includod In Ihe gross estlle I' entered AS ·
deduClIon on Schedule M. Iho exoculor shall be conSidered to havo mado an elecllon only us 10 a rr.cllon 0' Ihe trust (or Olhel
propOlly). Tho numoralor 01 Ihls !rDetlon is aqua! to Iho amounl at lho uust (01 oloor proporty) doducled on Schodulo M. Tho
donomnalal is equal to lhe lolill value 01 tho tru51 (01 olhel proporty).
EJection To O.duct QuaUned DomesUc Trust Property Under Section 20SGA. ....II a ttust meets Ihe requiremenls 0' a qualified
domostic trust undol suction 2056A{a) and this ,elu," ts hied no lalar Ihan 1 yoar ahor Iho limo prosCllbod by 13W (including
ex1ensions) fOl filing Ihe rerurn, and
8. The enble value 01 a trust or trust property is Iisled on SChedule M, and
b. The entire value allhe trusl or t,usl plOperty IS enlclod as a doducllon on Schodule M.
thon unless tho execulor speclllealty Identifies the lrust to be oxeluded from tho olecbon. the ell8Culol shall be deemed fa have
made an olechon 10 have Ihe enllle trust trealed as qualllled domestic ttust pro ertV.
Ves No
1 Old any property pass to tho surviving spouse as a lesull 01 a qualified disclaimer? . . . . . . . . . . . . . . , , . . . . . . . . . . . . . . , . . . . .
"'Yes,- an3ch a copy of the wrinen dlsdaimor required by seellon 2518(b),
2a In what counuy was The surviVing spouse born?
b What Is the surviving spouso's dale 01 birth?
C IsthesuNlving spouseaU,S.ciriZon?....,.,.............,......................,..........................
d lithe surviving spouse Is a naturalized ciazen. when dId lhe survwlng spouse acquire citIzenship?
e II tho sUNiving spouse Is not a U.S. citizen. 01 whal country Is tho ,urvtvlng spouse a citizen?
3 ElecUon oul 01 OTIP T,OItmenl 0' AnnuIUe.. -- Do you .Ieel und., .ection 2056(bIl7)(C)(ii) nollo 1r..1 IS qualili.d
lerminablelnlores' property any joint and survivor annuilios that 110 Included In Iho 9ross estate and would otherwise bo
ueated as Quahfled termnable inleresl plopon., undol section 20S6(b)(7HC)? (see IOSlrUCllons). , . . . , . , . . . . . . . , , . . , . . , . . . .
Item
no.
, '
1-"
:",,:
..i ..'
:,!~I/,
r::',
Ooscr1ptJon or propOf'ly Inlerosts passlOg to surviving spouso
Amount
1 Item 2 on Schedule F 850.00
2 Item 1 on Schedule F 27,385.00
3 Items 1 through 14 on Schedule E - Part 1 592,811.35
4 Item 1 on Schedule D 3,167.67
5 Item 5 on Schedule F 2,550.66
Total from conlrnualion schedulers) 101 addllional shecl(S)) anached to this schedulo. . , . . , . . . . , . . . . . . . , . . . . .
4 Total amounl 01 prop.rlY Inle,esl. ilsled on Schod"le M.. .. . . . .. .. . . .. . .. . .. . .. .. .. , .. .. . .. . .. .. 4
a Fodoral eslale to1XOS (Including sectIOn 4980A tIDlOS) paY3ble our 01 ploperty
Inleresls !lslod on Schodulo M.........................,...............
bOther dealh taxos payable out 01 property Intorosls listed on Schedulo M. , . , . . . .
C Fedelaland slalo GST fallos payablo out of proporty lnlerests lisled on
Schad"le M.. , . . .. . ....... ............. . ... .. ... ... . ... .. .. ...... . 5c
d Add lIems a. b. and c .... , , , .. ......,... ....... ..,.. . . , , , ... ... , ... , . . . , " ,."...,....,
Not amounl 01 property Inlorosls hsled on Schodulo M (subtract 5d "om 4), Also onlor on Par1 5,
Recapilulalion, t1Qo:l, at Ilem 18 . . . , . . , , , . . . . . . , . . . . . . . , . . , , , . , , , . . . . . . , . . , , , . , . . , , . . , , , . . 6
I more spaco Is noeded, anach tho c.onllnuahon schadulo from tho and of Ihls pack ago or addlhonnJ shoots 01 tho samo SIZO,)
tho Insllucllons on pago 28.)
731 NTF UII
0.00
626 764.68
Sa
5b
0.00
0.00
,",'
0.00
5d
0.00
626 764.68
Schedule M -- Plge 27
N'1705Jo'I
.' .
/""'.
,..- ~
712
LIFE INSURANCE STATEMENT
PATRICIA A.
SHINDLER
09/30/94
Cecedent- Insured (To be Flied with Federel Eltete Tell Return Form 7061
O.e.d,nt'. 'Irst nlm, , mlddl. 1"111.1
2 O.ced.n!'s Inl naon.
3 Olc.dlnt's SOCI,I ..C....'lly number
fll known)
4 0.1. 01 d'''lh
NIm' ..,d addr.ss 0' IMSU'lne. comDIn)'
The Prudenllll Insurlnce Company
of America
7 PoliCY numb"
Kind 01 policy
30P
Own.,. name. PI'''II .U.ach copy 0'
applICltlOn.
ATRICIA A.SHINDLER
20 316 150
9 0'1. ISlued
10 ASSignee's "am.. PI..,. .tt,ch
COPr 01 uSlgnm.nL
11 0'1. ISSlgned
11 2B/55
V,'u. 01 the policy II tim, 13 Amaunt of premium
0' ASSignment
14 N""u 0' benehci..,.s
ROBERT L. SHINDLER
Fie. nount of polley
lnd'n'\nlty ben.'ils .
'" ......... ...
. '0. .0'..
S 1.500.00
S
S
S
S
S 54.66
S 1.640.B2
S B1.51
S
S 3,167.67
S
'" .... ..... to.......... to.... to........ .... to... to
Additionlil insu,...c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Oth.r ben, fits . . . . . . . . . . . . . , , , . . . , , . , , . . . . . , . . . . , , , , , . , . . , . , . , , , . , . . , , .
Principal of .,y Indebt.dness 10 Ih. comp.,y deductable in determining net proceeds . , , . . . , .
r Inlerelt on Indebtedness litem 19) Iccrued 10 dal' of d.~th ."....".",.,.".,.,..,.,
I Amount 0' accumuE.ted diVidends ...."..,',.........,....".,...",.......,.
Amount of Posl-mortem dividends ....,..,..,..,."",....,.,.....,........,.
I Amounl at r.turned premium. . . , , , . , . , . . , . . . . , . . . . , , . , , , . . . , . , . , . , . , . . . . , , .
Amount at proc."ds If payable In on. sum. , , . . . , , . , . . . . . . . , , . , . . . . , . . , , . . . , . . . ,
V~lu. at proceeds.. at dale of dlllh Cit not PlYabl. In one sum) "......"..,.....
Policy proviSions conclrnlng d.terred P-vrnenls or insulIments,
NOI': If other ttwl lump.sum settlemenl is IUthOtlllld for surviving spouse, pleas' Ituch
a COp'y of the lnsur.,c., policy,
ifi~t~,~!J'i
------------------------------------------------------.
------------------------------------------------------.
A;;';u~1 of i;,ulim-er7l; ~ .-,~: 7~ .-:,~: ~ ~,-.-,: ~ ~ .-:. ~: ~ ,-:. ~: 7 ~ ,-.-.:: ~..-:, ~: 7 ~ ,-.-,:'
OIl' of birth. sex. .,d NIn, of .,y person the durllion of whose lit, ""y measure the number of
pt1'(m.nls.
S
-------------------------------------------------
{r~r:;:.:~f:;::Ji; ~/'.:~
------------------------------------------------------.
------------------------------------------------------.
Amount IJ'plled by the Insur.,c. compM1y .. . slngl. premium reprel.ntlng Ihe purch.lll of
Inltlllm.nl b.npf!ls ,.,..,..".".,.."......,.",....."".".",.".."
Basis CMorulity tAbl. .,d rat. of loter"O used by Insuflr In vlluing InSl.lllment b.n.'ilL
S
w.; th; in;u~:d-;;.- ;'~j~i;' -b;n-'iic-~v- 0; -';'y. ;';uir[ c-O~I;.~I-I;s~.d -by ih; ~~';p';..,yr,-,-. : 7 ~ ,-.-, ~ :Ov;,- -0 -N~ --
~amll of companl.. with which dlc,d.nt c.rled other pollcl., .,d Imount of luch polleles If thil InforlNUon Is dilclos.d
y your records.
---------------------------------------------------------------------
---------------------------------------------------------------------
---------------------------------------------------------------------
h. undersign.d officer of Ih. .t)ov'-nlm,d Insur"e. complnY hereby eertlflls Ih.t this l"I,m,nt 1.11 torth true M1d
ICt in'orm.llon.
lIur.
TIIII Secretary
Instructions
)two,k Reduction Act Notlce- TN '.p"..,OfIl ...ductlon Act 0' St.tement of Inlure,- Thl. .t.t.m,n, ",,,.t be m.d" on b,h,lf 0'
\'. .., mull 1.11 \,ou wh.. .., '" eOIl,e""O 1""'"'0'''''1'0'', how... ''', '".u,."e. como."\, ..hleh IUu.d 11'1. poUe\,. b" ." olf.u, 01 I'" en",'
' II. .nd ",h'lh., "0" tI.". 'a VIlli" It ,. "a, W. .._ 10' Ih. 'n'o,,,,,. p.n" h'YI"O ,ce... '0 'h. ,.corda a' t... cornp'nn", '0' '""pa"a 0' nu.
c.,,\, OUI I'" 'nl,'n,1 A.y'nu. I"" 01 ,... Unlt.d Suu., W. n"d ,,",m,nl. . "e"mll. "01'111...,. m... b. .....d ,n ...u of . m.nu.1 "Sln'lu,.
a",. ,.... you If' eomPI".nr wit.. th... ',w. .nd to .110.. u, to "0' Md II u..d, .h.1I b. b.nd'"G .. . m.nu'l '10"'1...,.,
f:~.ltcl t'" "Ohl ''''ou,.., a I... 'Vou .. nquued to Iln u, Ihl. Sep.r.t. Stat.ment.- A "p"", ...t.m.n, mu'l b. W.d 'A' ..ch
pallc,.
..f,.
6-1ct..X'-'C-1'~ ...~~
O,t. of cerllflcatlon
01/04/95
'a,m 712 mev, 10.'11
"....i--_.~
,.......,
r'-
Form ~ 'R".., 0-1).11
es.s.e 01: ,PA'm[C[A A. SHINDlER 176-26-0687
SCHEDULE 0 -- Charltablo. Public, and Similar Gins and Bequests
v.. No
18 It the lranslOf was made by Win. hu any achan been InltJrutod to haVllntorpr...d or 10 conlllll the WII or lilY oll1s provisions
afIechOC} tho Ch,v114blu doductlOn:l dMnDd In 1M schedule? . . . . . . ... . . . . ..... ..... . . .. .. . ... . ... .. . .. .. . .. ... . .
"--{M." run del~1 mnl bo submned 'Mfh UNS schedulo. ..
b According 10 1110 Informallon and boIIol 011110 parson or pGf..n. "~ng IhlO ,oturn,lO Iny ...ch IC1lon plannocl7 . . , . . , , , , . . , , ,
II "'(....,ull ",,",1. must be ...brnned WlIh Ihb schodula.
2 Did Inypropony pus 10 charny" Iho rosuh 01 lqu"lIod discll,mor1.. ,..,..,..,.......".....,...".."""..,.,
II "'(.... Inoch I copy 011110 ",IIIGn _ , Ired by _',on 2518 bl.
lIem
no.
Name Ind eddr... 01 benoliclllV
ChMaclar olln.UlUllon
A/nOun'
None
.Olal from cantinuadon schedule s or Iddmonat sheer II anached 10 th~ schodule. . . . . . . . . . . . . . . . . . . . . . . . . . . .
0.00
3 Tolll..................................................... ... .... ....................
4a Fldor.. ..III. 1.. (Including _lion 4D_''''') paylbl. au' 01 proplrty
Inlerestl USle1 above. ...... .... ............. .................. 4a 0.00
3
0.00
'b Olhor dollh ,.... pIVlbl. oul 01 p,op<!rty Inlor..ts IIolod obovo. . , , , , , . , 4b
0.00
t,-", I
:'11:'1/:
.~;I:},!tl
tllll'l"
"j~ i! i:1
:1:.,1,1111
till""!:'
, '~" II'
;1:,,1.:'
~~;':/ ,
o Fodor" Ind 1101. GST lox.. p"y"bl. au' 01 propony Inl....I.li.l.d .bov.. 40
0.00
d Add tterns a. b. and c.................................. ....... ..........................
4d
0.00
5 N., valu. 01 propony Inlor.". blad lbove (.ublracI4d Irom 3), Also anlo, on PIrl5, RocapllUllllon,
3. II ilom 19 .... . , .. . .. .. . .. .. .. .. .. .. .. .. . .. . . . . , .. .. . . .. " .. . . .. .. .. . .. .. . .. .. , 5
, more apace.. noedod. Inach the conllnulhon schedula Irom tho Gnd olth" plckago or addltional .hoets ollhe same size.)
he Instrucbon.IO 5chadule 0 81eln lhe separate Inslrucbons.)
0.00
'"
NT' JUt
Sehedul. 0 -- Plge 3 I
a""II'" h,.. 5all_..,. Dill,. I"J N.le" IIlC. NUIOSOI
.
--.,
-
, .
Form 706 (Ruy 8-lJJ)
Estate QI: PATRICIA A. SIIINDLER
SCHEDULE P -- Credit for Foreign Death Taxes
176-26-0687
Ust a1llorolqn cQunlllOS 10 whlch doalh loos havo boon paid and 101 which a crodlt IS c1ll1mod on Itus roM".
None
III crodll is claimod lot dOlllh tuos paid to moro than ana IOIOiqll counlly. COrT'f)Ulo tho crodlllo, IDOS pAId 10 ono country on lhls shoet and
anach . sepal.to cop V 01 ScheduJe P for Bach ollhu other countrios
The Clodlt computod on this shoot Is lor the
(Name 01 death IIlJC or luos)
Imposed In
(NI/110 01 counlry)
Credit Is computod undor tho
(In..rt nil. 011/..1'( or ""Ilul.'
Cifi18nshi nalionali ) 01 docodontll time 01 death
(All amounts and values must be onterod In Unllod 5talos monoy)
1 Total or esfato. Inherilance, legacy. and succession laxes Imposod In tho country nlUT'lOd abovo attributable to
property silUllod In Ihll country, subJecl.d 10 Ih...'...., .nd Includ.d In gross 0.1.1. (IS d.fined bV 'l'luI.). . .
2 VaIu. ollh. gro.. .SlII. (.dJuSl.d, II nec....ry, occordlng 10 Ih. I05lnJcUon. 'or 110m 2).,.....,......".. ..
3 VaIu. a' property silulled In Ihol country, subJeclod 10 doolh I....lmpo.od In Ih.1 country, .nd Includod In lhe
gross estate (adjusted, 11 necessary, according 10 the Instructions lor Itom 3), , . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Till Impo.od by .ection 2001 roducod by the 10101 cr.dil. clsimod undor .ecUon. 2010. 2011, & 2012 (...1051.). .
5 Amoun' of Fod.,al 0"110 I.. .nrlbulablo 10 proporty .peclfiod .1 110m 3, (Olvldollom 3 by 110m 2 and mul1ipl'(
Ihe r"ulI by 110m 4,).,.... ............, . . .. ." . . ... .. . . , .... ... .... .. .. . , .. ....... ...",... , ,
6 Credit tor death loes Imposed In the country nomad abovo (lho smaller 01 item 1 or Mom 5). Also onter on Uno 18
01 Part 2. Tax Co ulaUon. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0.00
SCHEDULE Q -- Credit for Tax on Prior Transfers
Pari 1. -- Transferor Information
Namo 01 transferor
Sodal seeuril'( number
IRS orrICO whoro eslale
tax roturn was mod
Dol. 01 doolh
A None
B
C
Chock h.'. .
If .ecUon 2013(Q (.paclal valualion ollarm, .IC.. loal proporty) odJu.lmOnl. 10 1110 compulolion 01 'h. crodil wo'o modo (see
Inslluctions).
Pari 2. -- Computation of Credit (,,,'n.IiUcllon.)
110m
A
Transforor
B
C
Tolal
A. B.&C
1 'tan.,.'.... tn .ppnrt,on.d llro," "UIlI.,
("""<!- "1'l"I.I,n.]~lll'uc"cnlul!lnl.
2 Translofo,'s lax (!rom oach column
olworlcshoOl. hno 20)...........
3 M.llIlmum ,mnuIII b.llIlI pllunl~g.
,eqll'''''''"ll'o'..ch (0IllrM,.lIt",1II01lIlt
"011I ~II'1 or 2, wPlIctl'Wtll,,,tl.lUtrl...
4 P''''"1..;. ..Uow.d IUCPl Cllkl"'"lh"III'I.1
5 C"dll..lIlw.abl'II,".J.hl.4'"'..acPlcoll
6 TOTAL U.dlt .Unw.lbl'l.1dd cplu",nl A, 0,
""dCallln.S!. [111"""'.11111011 hll'
IIIl'P.,'2, TuCompul.llIln,.,.. ,.,
Schedule. P and a ..... P~g. 32
"Tn NTF lltO
COPYflgPll Fo',", SOft....111 Olll~, !iU N.tco,llI" NU'05Pl
oy,
.
,.
0.00
(Tho Instrucbons to SchodukJs P and Q 810 In lho soparalo Instructions.)
,., ,,'
~_..-~
~-
~
FOfm-7OI (Roy 8-911
,
SCHEDULE R -- Generallon-Sklpplng Transrer Tax
Note: To .~ld apphclhon ollhe doemed anocabon rUles. Fo,m 708 and 5chodulfl R !1hould bft IlIod 10 alkH:alu lho CST elllDf'T1JhOn 10 I,unln fhal
may I,'et havo 'axable 'ormnahOns or d1~rflbuhons undo, !Jocl,,,n 2812 ovnn If 100 lorm rJ nor foqulmd 10 bu "hId 10 teporl 0:11,1110 Df GST lalit.
The aST 10 IS 101X>!JOd on laXo1blo ""oslofs 0' InIO'€r.lI:J In pfOPOfIy loco1rod oul:JIOO rho UnlIod Sfalos II:) woU as plOpCfIy
toe.lod inSide Iho Utl'ed Slaros.
Part 1. - GST Ex.f1ll1l0n Reconcillehon (Socoon 2&:111 end Secllon ~652leJlJ) (Speclll DrlPI ElecllQn
Chock boo ..
II you "0 nwung .. IOCllDn 2"2(a){JJ (,pOClal onPJ olochOn (:JOG 1n:JlrucrlDn"
1 Mll<lmum IIlowlblo GST ..ef1llhon ........ ... . .. ... .. . . .. . ..... . ... ... .. . .... ... . .. . .. , ..
2 Tolal GST 8x80l)IJon IIIIocalod by lhe decodenl aglln:JI decodent's blelime 'r,n:J'ms , , , , , , , . . , . . , . , , , ,
3 Total aST 8x80l)IJon IIoclted by lhe IDlUCUIO,. using Farrn 709, ag.lnst decedenl's Idollme
b'anslers".,....",........"....""....".,.......".,.",.,.....,."....,.,.",.. ,
4 GSTe'llITfltion aJIocol8donllne80lSchedule R, Part 2 ......................................,
5 GSTexlf1lltlonaJlocltedonHne80lSchodulo R, Part 3 .....................,.................
6 TOlal GST ex.f1llllon lIIoCllld on line 4 01 Schedule(.) R-I. , ..,. ..'.. ...,.,... "".. ., .". ." ..
7 TolII GST ex.f1llllon aJIoclled 10 InlefVivo.trln.fers Ind dlrecl .klp. (Idd lines 2-6) . . , , . . . , . , . . . . . . .
6 GST exef1ll1l0n Ivlillble 10 aJIocel.'O lI'U.1s and section 2o:J2A Inler..l. (subllac'"no 7 Irom
In. 1). ."..,.......,......,........"."",....."..,.,..,..,..,...,..."...,.,.....
9 AIIocotion of GST ex!""l'lIon to lI'U.1s (IS dennod fa' GST Ill< purpo.e.):
A
Name olll'U'l
B
TN.r. EIN
(it Iny)
C
GST e.ompllon a110-
ealed on lines 2-8,
abOve (see Inst
o
Addillonal GST
exemption alJocaled
see Instrucrlons)
o TotaL May 001 exceed line 8. lbovo .. .. .. .. .. .. .. .. .. .. .. .. . .. . .. 90
0.00
1 S 1.000,000
2 0.00
3 0.00
4 0.00
5 0.00
6 0.00
7 0.00
8 1 000 000.00
;,:",J
';_::.1' !;;;:.>::
, "j' ""';;L,,,
','I,:"I,'!;'j""'11
'. ",' ': I :':,~,llr, .:
",<_I.-llt',' -,
E
Trusl's Inclusion rado
(opllonal-- .ee
Instructions
GST .'OITflllon IVlIiIeblo 10 a/tocalO 'A secllon 20:12A Inlorests recoived by Indivldual booolidarlo.
sublraclllne 90 tram line 8). You rnJst anach s eelal usa aUacalion schedule (,OG InstruChons) . . . . . . . . , 10
. Instructions 10 Schodulo R .0 In the sopalato ,"'buchons,) Schedule R -- Page 3.:J
J HTFU'I
,""", flo,,", 'nUw.at. Only, 'IU H.ko, I~c. fr41J70SRI
"
Form rile iR.. 6-931
,--..,
Estill. 01:. PATRICIA A. SIlINDtER
Part 2. _ Ooeel SII'p. Whot.lho Prop..., Inl....1O rr.n.,..,.d BOI/ lho OST TOll on I"" O"ocl Skip'
N"",,, ol.klp p....n
o..CIlpllOn 01 plOpD<1y Inl..ulIlI.nsl.".d
None
1 TotalestlletuvaJue,o'allproportylnlerestslisled above.... ...... ..... to I..... II .t..... .... II..
2 E.I.I.I...., al.,. dO'lh I...., end 01""' chlrges bal.. by Ih. propOf1y Inl.r.." 1I.I.d .boY., , , . . . . , . , . .
GST I.... borne by tho propony Intar..'" Iisled .boY. bullmposed on d.ocl sIllps olherlh.n Iho.. .hown
on thls p~ 2. (See InstrUctions.)........................................... .................
TolII..... I.... end Olhetcharges. (Addti....2.nd 3.) ".......",......"..""....". ........
TOlal IGnt.tive maximum d1recl Iklps. (Subtr8Clline" fromlJne1.).............,................,...
GSTIXOf'r1Jtlonallocalod II ..... .... .......... II....... ...... II' to to................ ......
SUbtrKI1ne8fromllnee.. .... ..... to ... II.......... ... to..'.. to .t....... ......... .......
GSTtaxdu.. (0Ivtd.lln.7by2.8t8182). ......."..,..""....... .......,...,.",...,.......,
Enter lhe amount from Une 8 of Schedule R. PII13...... . ...................... ....... . . ........
TolII GST..... payabl. by III. ....1.. (Add tines 8 .nd 9,) Enl.. halO .nd on U.. 22 ollh. Till
Co uladon on 8(101...................................................................
'hodul. R - P.go 34
. J:I Hr, J2IM
pml'" 'Dfllll ~".&I. 0.,1,.. III' N.tea.'"'' NUpoSAJ
/""
176-26-0687
Esl.1I11ll YWI
1 0.00
2 0.00
3 0.00
4 0.00
5 0.00
6 0.00
7 0.00
8 0.00
9 0.00
10 0.00
N..... 01 skip person
OO$CllpllOn 01 property ,",.eslll.MSr.rld
ElIII. ,.. value
~"',..
~
,..--..,
Form 706 jRev, .-9:11
Eslale of:, PATRICIA A. S1UND[ER 176-26-0687
Part 3. _ Dlrecl SkIp. Who,e Iho Proporty Inlo,o.l. Tran.lolled Do Nol Sear Ihe aST Tu on tho
Dlrecl SkIp'
None
Totlll estale lax vaJuos of all plOpony interests listed abovD......... ................. . ............
E.I.I.'...., .'"10 d..lh 1...., and olher chergos borne bV Ih. prope"., Inler.... U.led .bove. , . . , . . , , , ,
GST ,.... borne by the prop."., Inler..1l1islod above bullmpo..d on dlreel skip. other Ih.n lha.. .hawn
1 0.00
2 0.00
on lhis Part 3. (Sea Instructions.). . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . .
3 0.00
4 0.00
5 0.00
6 0.00
7 0.00
Tal" bed I.... .nd olher charg.., (Add.nos 2 and 3,).,. "" .". . ,..' ""......',. ...,. ".....
Total t.nt.UVOl114lllmum dlrocl skip.. (5ubvacline4'romlineq.."."....."",...,..,',.,',..,
GST 8x8f1lJbon atIocal8d. . . . . . . . . . . . .. . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SUbtraclllno 8 fram lino 5 . . . . . . . . . . . .., . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
line 7 bv .~). Enler hote and on Schedulo R. Par12.lIne 9 .. ., .... . . ... . . ... ...
8 0.00
Schedul. R -- P.ge :IS
.
. .
--
-~
,
Form 701 ,RfJY a..I).1.
Eslale ot: PATlUC[A A. SHINDLER
SCHEDULE S - Inc'llIIsed Eslale Tn on ExcelS Rellremenl Accumulallons
IUndor ..cUon '''.Ald) 0'.... Inl.m.' Rev...u. Codo)
176-26-0687
I Part I I Tex Compulsllon
1 Chock Ih15 boo " ..ochan 408OAjdll'j spou.al oIec'K1n 15 be'nq mad. ' . . , ' , . , . ' . . , ' , , . . , .. .. .. . . . . . . . . .. . .. .. . . , . . . ~ 0
You musl.nlCh the .,.lenwn' deSCIlbed in thl InsUucUons
2 Enle, the name and ttfJ11loyet ld8ntltk:.bon numbet (EIN) 01 each qUal,lted employ" plan and indIVIdual recrement account In which lhe
dee.dlnt had .n jnlerest lithe lime Dr death
".me
EIN
Pt.n'1
Plan '2
PI.n ,:J
IRA'1
IRA'2
IRA 03
A
Plan.1
B
Ptan '2
C
Plan .3
o
A/IIRA.
3 Value or decedent. Intetltst. . . . . . . . . . . . . . . . . . . . . . . .
i'
" ,'.
"I", .
! .' ; ': '1 ~
4 Amounrs roU.d over .fte'''''.lh..........",.".,...
5 Toll/valu. (.dd Unos3 and .)..............,.."",
6 Amounts peyeble 10 certain all.,"II. pay...
(...In.lrUclion.),.. ......., ......."""..,."..
I,: ;'f!fl!:;;:; ~~: :i;i!!i;r. ;':~:!;it:.,
Doc.d.nr.lnvostmonlln tho con~lICl undot section 72(q .
Ex~8Sa lire InsurancellT'lOunt.......................
Decedents IntGrBSI as I benelk:lary. . . . . . . . . . . . . . . . . .
TOlol '.ducUon. In value (edd Unos 8, 7, 8, and 0). , . . , , ,
N.I v.'u. 01 docedonl'.lnlorosl (.ub~lICl.no 10 ~om
anee)........... 0.............................
Docod.nr. 'ggrogaleInloreslIn 011 pl... and IRAs (.dd column. A-D 01 Un. 11) ."."."..".."." ~ 12
0.00
','.
P,os.nl valu. 01 hYPolh.llcal UI. .nnuity I~om Pili III, Uno .) . . . . . , , , , , . . . , 13
0.00
RemoInlng unusod gr.ndlalher "",,un' (~om Pili II, Uno.) ,... . ..,.,...., 14
0.00.
En'orlh. g,.elor 01 Uno 130'Un.14.........,..,......"....".,..,.......",....,.... ...... 15 0.00
Eoco.. ,ollr.manl ocC\JlTIJlallon (.ub.aclino 15 ~omUno 12)"....,.........,.."",..",.,...,... 16 0.00
Incr....d ..101. 10 IITlJ~ply in. 18 by 15%). Enlor h... .nd on llno 23 01 lhe To ColJ1lulatlon on
. , . . . . ...... . ........ .. ..... ......... .... . ..... . . . ....... . ............ .. .. ........ 17 0.00
8 ,",tlUellOns 10 Schedulo S liD In the sepAl.le ,"strueuons.)
1n NT'22U Schedul. S -- Pig. 31
.
.
.
.
Form ID8 fR.., 8-931
I PaIt III Grllndfalhe, Electlon
~
1"""\
1 W..IgrlndlllhorelocllonmadGon IP'lMOusly"led Fo'm5J297.,...".........................,....,.... .0 V.. DNa
"-V.,* compte,. ~nos 2-" below. You rNV no' mike or ,.yok. the grlndt.the, elecUon .n... the due date
(WIII1utonolon.) lor nllng Ill. doc_nt'l 1"1 Incom. we ,.lum. "-No,' onl.. -0- on Ilno 4 Ind slcip 10
PII1I11.
2 lnitfal grandfather AInOunL..... . . ,............ ............ ... .. ., .......... ... .......... . 2
3 TOlllarnountprl'YM)uJlyrDCOyerud.... to to.......... to............ .to..................... 3
4 RornIlnlng unusod g,andlllhor amoun' (subtracl Un. 3 I,om Unl 21. Enllt herl and on PllI1 1,Inl 14, on
08.................,..........,.,.........""".".,."..""".,....,.....,.. 4
IParlllll Computation of Hypothetlcal ure Annully
0.00
1 Decedents anaJned ago .. dale 01 death (In whole years. rounded down) .................... . . . . . .
1
58
2 AppUclbktannull.nnulryllT'lOunt(soelnstructlons). of... ...... .......... ........... .......... 2
3 PresentvaJuernuhlpliel'(seelnstnJctlons).... ..... of. .....0........... .0... ....... "0 to...... 3
0.0000
4 Presont valuo 01 hypolhollcaJ uro Innuity Cllllltlply Uno 2 by UOI 0). Enllll ho,. and on PllI1l, Dnl13, on
page 38 .. .... .,0.. ..... It... ..... .............. ............... ........... to. II.. .,.. 4
0.00
)'f'II"".""" s.".>>.o..ty, I"' N.IcO,lnc, HU70S5I
.
IlY.ISOl fl. 1I1.1S)
'*'
COMMONWeALTH O' PENNSYlVANIA
INHlllTANCe TAX IUUIN
_-,..~_.,....,....__~!~!~~t1!lJg~~l~.!,~...,._-_._-,. ----_,-". _"
ESTATiio.F-.".-_u. ---" ... .-- -'
PA'lRICIA A. SHINDLEIl
.'"
".....,
SCHEDULE A
REAL ESTATE
I
I
..1.:..
fiLE NUMBER . .. _.
-1994-19940867
IP,op.rty ,olnlly-own.d -;iii.- Rlghloi-5;;~i~~;;hlp mUlt b. dllclol~d onS;h.dul;FiAiT;;';i;'t;;;"'h;;;lib;,.p;,t~d ;i-fol;;"~;k~1 ~ol..
which II d.hn.d 01 lh. p,lc. 01 which prop.rty would b. ..chong.d b.tw..n 0 willing buy., ond 0 willing 1.11." ..lIh., b.lng comp.lI.d
to buy or 1.11. both ..hayln. re!!!!'obl. .~!1owl.dll.!..!Lt_~~~~~I~Y_~nt fa.cl~~__.________~,__ .--- ----...--.--~-
NUITMEMSER DESCRIPTION VALUE AT DATE
OF DEATH
__ . . ._.__..__.__ - __.____.._ - _.___ ____0,.- _._ ....._.... -------.
"
Two uoll dwclllog hou.c loealcd al Hlghl WL,hlngloo
Slrecl Inlhe Ikllongh lIr Meehank.hurlt. Cnlllhe,land
ClInnly, I'A .. See Arrral.alllr John II. Krlelter allaehcd,
$ 79,200,00
2.
1II1 No. 6RA. Seelloo H. 1'110 I. .., reeo,dcd 10 Dced
Ilook 4J. Page 4, Cumh.,land CounlY rCCll,d., helogl
two uoll dw.lllog bou.. loc.lcd II 707 I (umm.1 A"cou.
10 lb. Borough or L.cmuyo., Cumbc,laod C.onnly. PA
Se. Arr,alul or Jobo II. Krlcgcr allacbcd,
$ 91,400.00
TOTAL(I<lso.,,"-I~r.2n IIn. 1._~~_~~e1'."i.<'.~~-,,1
(If mOrl .pace i. n..d.d, ;n.II' additional .he.,. 01 .om. dll.)
S 170,600.00
~i!\1
'.., '.....
.. t ....,
~,.. "fI'
.. .'
,
.l~
~":~
".,:~.~i'i,
"".~'
_ ...,m.:\
.
. .
,
, . 0__ '.-~i ~
;;;r:.lQ5 CUI1&Ef,L';ND COUNTY REAL E6T~TE .I,NFORMATlON DA:E" 'l.f~W/"
DISTRICT MAP # FARCEL TRL/EXP
;. ,"rJ::_ dl..~';0E:' t 20 ::'0567 013
':;~ic.lE:r:' ,j ,U,NEI SHINDLER. FATF.IC[A A.
11AILlNG: ,~!:'DF:g551 1714 E. "dLMSTEAD .I~AY
CAI'IF' HILL. PA 170l!
l.iJC,;- !Uhi
a s W'r.SHINGTON 5TRI!gT
il;,:.;-,~,t", L:;:;,';'!C~, :r:,.;:'Or:.ttr\T rUN,
I_CT :~Ii:E~
~ i\.;:,t!\..iiJl..I-'tr,';;."HF a _.-.1,"41) .teA ret,,:
t..i~.\;D fAz~cr;I::'TIGN;
.l j'lt.q:.'~V!lr.1t:hT Dt.!";;iCr;.!r'T ICN~
CLi.;;;3 i.:ClI:'E.F.OZ L.At-lD U5E'
::t~i_:~r: i:-F\! cr;:;o t. 57:,uOO
CODE
RECOF.DED,I
50 FRONT FEET BY 106 AVERAGE DEF'n
fiND/OF. .12 ACRES
LAND LEES THAN 1 ACRE
HOUSE
&UILDING SIZE, 1.576 SQUARE FEET
06/16/81 DEED 8001:. 29L PAGEl
r-:5;;;!'::;i!~I'iT;
L.i~Nr.. it
l:QO
I~IF F:CVE~Ii::~IT I '$
;5, 950
,
TOTAL: $
4,6:
I
I
I
I
i
.-- Ii
~,~
I
I
I
I
I
i
I
;:t;E~":lwUS uw['Jc:.r\'.
~aA:;T C\3~lF'JrEF. JFDt',TE::
CARRuLL, GEORGE ~ MARGEL F.
07/15/135
Xi'lIT Ff\Q~ll~'!F.U
~1"11I11. 1\IIt::Yt::1
lJlJ
. UNIF RESIDENTIAL APPRAISAL REP. T FII. No, Sill NIllr3
. P'opell~[/o.crlpllon
Prop.rty Addr... R lnnl'rm ""- eil ( Stohl PII liu Cudn
. Count v I,mrl
J..OBI Doullnllon
A.....or.. Pareol No. 7~_n~n7_n1 n In.V(l1U1QQ1Il,L1n-'(I1.710.71 8noelal Allollmelll. tN"n:nf\
Oouower C''''.1I10wn.~''~ Ip"l- Shtndll'r Oecu 10111 I lowner nflllllllllll 1- "1 Vlcnnt
, Pron.rty rlnhll annrltlllld I X r e8 811tl'll8 I lI.elllehold I f1r~ctT\lno flU I) I IcnndOll1hllullI IItUDIVA onh,) 11011 IN III IMo.
Nelohborhood or Prolecl Name N J l\ M80 He'efflnCfI ~M~^ 1117110 ConlUI1'IICl 01111
Galel Price .N/A 0810 01 SaiD N J ^ l)lISCrll!l(l/l ond . olllounl 01 loan cll/uuol/collconlo"l It! lIu !loid bv 101101 N J ^
lender/Cllenl fi'QI":lI'nJ ,1" ""'"""~r Adtlrell
Annralur .1nhn I(r Adtlro.. ')t; ') Wi nr-1 i nn W:1\1 (';uno 1111 "II l'1n
loc8tlon ~ Urban SullUlllln nurnl Pledomlnonl Slnole family houllno Pfeunlland un % Land UI. chano.
f- f- U,;del'6% occupancy ''lUGE ME Ono family Qn ~NOII'hl" Dll~.I'
Dulll up to! Over 76% 26.76% '10001 IVIII
Ix f- 'X no 40lnw - ~n 2.4 fAmily 1n lnploUl1
Growth ralo Px "apld ~ Stahl. f- Slow ~ Ownor
Prop."y valulII IlIcluollng ex Stllblo 1- OoeUnl.IU ~ lnllont 7011luh 100 Multl.fAmily Tn:
I..:l. OVI'IUllpl'f V.c.nl 10-5%) I P,edomlnanll Commttlclal
Oemlnd/lupply I;r Sholtnge ""'" In 1I.t.nel I- I-'l.
Mlrk,Ung 11m. Und8' 3 mo., 3.0 mOl. 0....' OI1lUI. V'U'II'Ow" 6"'1 60 75 I I
NOll: Rael and thl recle! compo.Ulon 01 tho nllohbo,hood are not eppral'~1 'ae;o~~;'tl' ,.1" (.'Inn ,f
N.lohborhoed bounda,lol and chnraclorllllcl: ..... I ~ "('In i n ~nlll.hl.uH..". n.
. . ,h"rn 1" "n nlilDr ~~. -;.,~ ~""p".
.
. Fletors th.t .lflet Ih, mllkll.blUlV of Ihl p,eplfUII In Ihl nllghbe'hood Iplo-.lmllv to Imple'fllllnl .nd 8rnlniliu. Itmplo'flllonl .t.lIlli1'f. "IIUIlIllo ml,ket. Ilc.l:
, ~ _L' _L , 1" ~1 ,,~~ ~n ,,11 ~.lD" "nil pmo' , i" ~n"nil 1 n
.
Ii ~hp Wl>"~ !'lhnrp/l ^r~" M,,4nr I- : i on rn"~I''' "rn
...I""I>-hv "nrl .horo "rn nn ,1- "nr"oo~_.;;:::! ~ F"...I'nr" "FFI'...H nn
,""rk, '11 ~v
Mllkll condlllon. In the lulllrtel nrtlohbOlhuod llncludlng luppOIl 101 IlIrt ,bovrt conclll.loll. 'rtlnlrtd to the tunul ol'lfoPfUIV vnlues. dellllllld/.uppl'f. 11111 '1I81k1111lO
IIml
. luch al dala on compollllvo pfOJlertlol 'or ule In Ihe nelghho,hood. dOlcrlptlon or tho p,ovalonce 0' Inlo. and financing concenlon.. etc,):
"rp nn -',10 .'----,,, ..1.1...1. mlohl: ,;lor1l f1..."n/'lv lnFl
~"r"o~ .lnn" 1n /-1.1" "rn" 'T'hn ..."rrl'nT mnrl'n"nn ,""rkp/- " ..lilD
nf -lnn,,1 --..- ..01 ~h :lI.l.. ~ 11 ..'~-~ r"l.p"
. ProJlc.lnformatlon fOf PUo. IIf applicable). .1, tho dovolofler/hul1dor In conlrol ollhe ttollle Owners' Assoclallon UIOAI? Oy.. ON.
Apprmtlmole 101alnumher of unltl In tho "lhjocl!llOjoCI N/^ AIIPlOltlnlillu lotal nUlllhlll 01 IInll, for solo In lhu luhJocllllOJCCt N/^
DOlcribe co",mon oloruenls and rocroatlollnllocilille.: tJ /1\
Dlmonllons c;O ~ 1 0(, IOl'OO'llphv r .evel
SIte area .12 acre Corller ton VOl [][] Un GiIO Avernoe for neiohborhd
Speclllc lOlling cll,ulficallon "lid descllptlon Qn 1_ ~ i nn 1 p ~i -1 V ~nn.iDP. 511ilpu ""~I-"n_"l,,r
ZonIng compllllnco []] looal D lngnlllDllconlolllllnQ IO'''IlI11nllullfllllll8) D UluQnl U Uo luninu Drohlo(Jo ^nnl'"r~ flrll'''' '" I-I' _
'1lgho.t .& bell uso al Imlunvod 00 Prelent uso D Olher uso IOkl'I1I1111 View AVerilOe
Utllltl.. fl\~ic Othor Of,..lle Improvomen1' Typo Puhlic P,ivalll ll11lclscnfllnQ /\'vArfln(.:ll
Eleclrlclty X Stfeot .MilCildilln ~ ~ DllvowaV Surfaco
Ges X CUfb(Out!nr Concrete ^IIIHuon1 [osolllon1a
W8ter X Sldewnlk ConcretF! rtMA Spoclal nood lla18rd Aroa YOI "0
Sanll8rv Sower X SUoet lIghl' None r[MII 20110 C M.p D.'. 1_ 1 ,,:<in
Storm Sowor X Alloy <::lr1" HMA Mall No. ;")
Comments (apparenl ftdvlllSO otllenutllll, oncrolclul1enll. Il1uclBllIlSuIIlIlentl, Ilitlu aroas. UIolln! 0' Iunal nonconformIng loning u.o, elc,l: r11hAT'A
are no ilPparent "dvp.r~e easC'ments, oncro"chment:L-ljnn...i"l " . _ ,1,,, "lidp
111Dn~1 n,. l~n,,1 ,r~rm'n~ ?n,,'nn ""~c
GENERAL DESCRIPTION EX1rll\on DESCnUITIOU rourmA TlON IIA5[M[NI INBtllA1ION <-
No. 0' Unlit ~'wn roundntlon .ill:!2I:l~ Sinh y,,~ Amn Sq, rI. noof ~
No, of Slo,lo, I ~ [xlollor Wnlls shlccoLsh C,awl Spaeu Nn % linl&hml N"..I' C"lIinU I-
TypolOot.'AII.I I)o,,"_h noof Surfnc" lIenh "hnn IJa!;(lmonl Nonn r.tllling Wnlla I-
DOIlgn (Stylol .canern Outtors"" DwnsplS. Alumi num...... SUlHI)f'\m111 Nn Wnlls noor I-
[xllllng/Propolod RIl-i"I' Window TYIIO Db 1. hunrr 01'111111110.1\ No fto{lf tlOllll ~
Age (V".) 7~ ""t- Slolm/Hc,oons Both Sollttl'llfInl Norm notrd Oulllltlo rUlIy Uu.nn...n eX
Effecllvo Ago IVrs.1 ~ Mllllulaclurutlllotl!UJ No hlftlslllllon Nn"p "vld
n nOOMS Foyer living Dilling Kilchon ()1111 FBlIlilylllll, Iloc. Hrn. 11011.0011I5 . nalllS luulllhy Othor ArU8 511. rt.
.
, 1I...m.n,
slovel1 1 1 1 2 I 1 l~l
bJlovel2 1 1 1 1 (,n~
F.t -
~ Finished nrea above otllllo cOf1lnlna: 8 Hooms: 3 n"lhnOl..lsl; 211"lhlr.l: 1 75fl SlllInlO fnol of GrollS lIvln" Awn
l:tHEJlIOfl MlIto,hllslCondillol1 Il[ATltm KIlCllrN rOLJI~ ^lllC AMrUlII[S CAll STallAGE:
_ rloors (""ront- 1 "vl'r Typo FII^ l1olrl{Joratnr 4 NOlm r- n'."'".I.1 · ....L!L- ~ NOllo 0
I-
Wall, 111/~"Dr fuel 011 ltallgn/Ovon ~ Stnlrs I- !'illln Garn(lo , of Cllfl
Trim/finish "'--'l Condlllon htlAr Dil'lllollnl _ Orof) Stnir Duck Allnchoc!
88th Floor Vinvl COOLING 1)lshwnshor '2 Scuttlo 'X Porch DOlnchod 3
D81h Wainscot D1 :lIC+f\r I rlvpr Conlrnl Nonp. F IXI
flllllttontl ..:= floO! I- rflllce Front: nllill.ln
00011 IInlnfi l/"vl'r Olhnr Micf()wa\JlI - IInnlml I- I'onl CI C~'IIOlI
COll(lillon Wnslllll{[)'ytlf finishod 0 (J,lvew;IY "I,'"
Adl1l1ional toaturol 11IJmclal tll1ftlgy nWeillfll ihllllS. olc,l: Foncpd front yarel
COllltiliun nl Ih.. 11Il11I0Vll1t1l!1111l. t11!llIllI'inlillll Illll'fBil~ill, '1l'Iclhllllll. "lllt.,_lml.illl. 11'lllli,. 11I'mtlul. (jlMMv III ClIIlfillllClhlll, rlllllllllulil'U/lhlttlliuIIS.
fllc.' (ill t t- PI'S
npC'n "...ril[1...rl ilnd pil i nl'nd, I-nof I,; .iILu=_CQ!ll]jilillj,_UilJ:il!.J!2Jll'l'rl,; ,;criln~!Lill1fl
o"in~prl "nrl nlll-I'rior 'rim n"r"l" "cr,;-;;;;-;l ""!.Ln<.LLlll.!:i.L.J\P[1roxilTlill-c CO'; 1- 1'0 nlrc
rnnf "nrl "1l1"ri nr nil i n~_~r;nnn
Advorso rll1vlronmonlnl 1':011111110/1$ Isuch ns, hut lIot Ilmllotl to. ha/nulll\ls wn!llns, Ill_Ie lI\lh!illllll:nR, nll:.1 plfllitllll III tho 1lllllfll\lOllllllllll, on 11m IOlln.
0' ,.. Iht!
ImmedlnlD vlclnil'f ollhn suhjncl PfOlllI'ly: 'l'hpr0 ilVllilflrS l" () h.!LJJf.,--LH1Y.QD.:H.L rnv i rOllrncn La 1 r;onrllt:!onF1 In
~hn i~IIl!l.dI"I'" ,,1~inHv nf H,I' ",,1'\1"0' "."."-;-;::t:,,
'~tc Of"' 10 .llJ ,,~.Io"" .....I.ll'onuuot lly UI~I.ct ~..,u."" ~."Il....,.. LOIIII'.'" WOOl tl"~lll/;>1 ,I'",",a I I....... .....IOfm 1(104 ,llJ
INDICATED VALUE BY SALES COMPARISON APPROACH.. . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . , . . . . . . . . . , .$ 7<:),000
INDICATED VALUE BY INCOME APPROACH '" .",""h'" r..,...,,,1 "'...., ""'" $ 'R 1 0 "/",,,,0'"'' II.'" ,..,,'Ii,,'"'' '113," $ .,0 ~n"l
Th. ...'',..". ...d.OO'''''' O'''hl''-''o ",. ,,,.,... .11"'"'''''''''''''''''''''' n' ...,,1"'0'" ""." h.,,,...O'"hl''' '0 """"1..",,, ," ,I.." ,,,,,,,,""""0'"
Condlllonool Ap.'o,,,'~l'hp ~.. .., _-' ..~ t ,,~~ nf 1';'1' ,h' ~ ~~ '''~ ""';.rp ..~ 1 .,. fnr '~hp"i1~~P
--- --~~d -
F'n.IRoconelllo,'on,:Ti,e Milrkel' Diltil IInoroilclt rl"jflnN' l-;hCl mosl' reI ~"bICl esl' I mill'" of Milrkel-
ViiI UP. , Tile Cas I' lIonronch, ClGlli'r;d.Y bill- nol- i1h/~VS, 5"~S. l-hl} !l~n"r 1.lmn of
--';;1"e 'Ph" -;-, 11",;-;:;:;,,& '1 ~ iI ~ 1 ; r1 I nrt; "" I'n,' -;::;r ",;tll'"
Th. ,""0" ol.h" ...'',..,,. '0 ..Ii"'''' ",. "'..... v.,,,. 0\ ".. ,.."".,,,"v .h.. ,. ,h. ."hl'" ,,' .hl. ,""0". ,....., 0" ".. .1"'" r."",m'.". ."" .,.. ..",,,..,,.,,.
..n"".'" ",,' 11m'''''. '01"lit,,,,,,. .",1 "....., v.,,,, d,,""'''''' "... ... .."m"" ",. .II.d,,,, r,.,I,h. "'.. '"'''' .'"'hr.",," "'.. r",," "..,111 "'.vl..,, I
IIWEI ESTlMA'E '"Ef>i~n.[l VAlUE, AS DHlN[D. oFlIIt n[Al pnOl'[IIIY ,IlA' IS Till SUI\J[CT Or TI"S n[rOnT. AS or S"o\ l'mber .10, 1 CJ'l4
" IWH'CIl'S TilE DATE ol'NSP[ClION ANO TilE "FtCTlVE DATE or ""S nEPonll'O DE $ .-1.'L_~!lO .
APPRAISER: /I~, { / SII,'",v,sonv AI'I'IIA15"'IOIll v ,r IIraUlIllOI<
, I ' .. J ,.\
SlnnnttlfR " /, ,J . ". ,., I.", ~tllllllll
NlIfT\o:1~hn~t~ ~';i(-..nnr -, rJlll1lll
Dolo II,,,o>;At!,,,o,~ N~~~ml;;;r 1 B, 1 CJCJ4 \l.1n ""I'"'' "'U"",I
S18'O co,,-,,{.,,,,,,,, "'n'" {;Inln "",,'hr.n""" ,
Or Slo'O llo.n..' I>,_,,,,,,on(,::; ,,,,,,,,-,>/\ ;;;;;:,;:;U;:;;~;;" ·
...." ,,,m'O ,," "". ...m~" ...,..,,,,.., ,,' "..,.., "f"'"'' """....., "",,,..,, "'''"' '''''' ,,"', ".,. ,
Illl
ESIDENTIAL APPRAISAL REPO
ESTIMATED'SITE VALUE. . . . . . . . . . . . . . . . . , . . , . . , - t 1') ..illlll
Es1'IMATED REPRODUClIOU COST,NEW OF IMPROVEMENTS:
Dwelll"g 1.75U H>1,II.@t >\0.$ 7U,.3l!l-
6>1,II.@t .
File No, Sill NIlI r .I
.111\ H Krieger
Cnnllll"llll lIlt Cnlll ^ .tileh 1&II1:h "'1, ,nutc:tt flf f:nl' lllllmalll,
IltU vnhllL Illl"UII Innt clllr.lIlallun AIllI. tn' 11110, VA ;tIlIl Il1Ill^. tlllt
IISlllllllll1ll'lIl1lilillill\llU:unnllllc: MOII'"'" 11l1l11l11'VI:~1~ CORt
flUl)lJJildLl.:l.-ULlLlll I'd 1I~1u<J.J;.liU-
.Mnrsllil11 & swilL mlldn linn" ml'\us.\;.UI.L
l-o lQQ1!! blllld!nn Gill! I , '1'0 lhls js
1_ ,. I .::t~" 1nI:-j011 11" -"~el'ved ,
.Iultlon tllcdon
UNIFO
a.,.g.'C.,porl 930 Sq, n. @t B" 7,440
lota' hUm.led COII.NOJ' . . .. . . ','\" " . .." a' 71.760
o L." phV,'e.1 'unellon.' [.10"'" 77,760
Oop,.e'.lIon 1Q.1I110 .t lCJ,>\40
Oop,.el.'ed V.'U. ollmp'oV""."'. . . , . . ' . . , , . . . . . . . , . .. 5(J..J~
"1'0"." V.lu. 01 SlIell"p'ov''''.'''. ' . ., . . . .,' . ., ., . .., . $ ""~-, ~~~-
INDICATED VALUE BY COST APPROAC'H . ,~PW1IlP<). . · ~
ITEM I SUBJECT COMPARABLE NO. T COMPARABLE NO.2 COMPARABLE NO.3
8 Washington st s 112 Wolnut st N 321 Fourth SL 19&21 'lWontioth st
Add,." - pr. Mechon I csburCl. \>11 INn.. b".t \>1\ .c.unD 11111. I'll
",o.lmIlV to Subl." 1- 1 ? ,7 on t 1 ,,0.: ~ 17.' ,~II"o.:
B.... ",te. 6 N J 1\ 16 ~Qi10 1t 7Q.JllLIL -n nA -u;;,
"'te.'O,o..L1v.A,..$ ~I AQQIIJZiI . -",,-n1l21 t -"'1-I\(,l2I1
0818 ..dlo, By Inspect ,Mul~l-list Mill ti -11 sl Mill U -Ii st
V.,lIIc..'onSou,c.' 'Do,hH~ 1Dolhlic r II~;I,"~
v..u, AllJU"....Nro D[SCnlpIION D[SCnlpIIDN' H A",""m.." IJ[SCIIII'IIlHl . H Ad;u,'",'''' 1J[8CIIIl'IION
, .
o
tH lulju'IllIClIII
S.," or Financing
conc..,lon,
0"'01 6ale(Tlme
locIUon
lUllhold/Fee Simple ~-('\ ~ i m~P
SII. - i ? --;;-~r'"
V10w
oulgn and Appea' . "':tn~ {"'rv1,
Conv 25
""np
i1 :17:o.i
Conv lOll
I..
Conv 27
INn,""
10_ ''In::-oA
I"rj-.~n
I..."" "I, _1~
-' 27 ncr",
-,,~. . '(U~
--;;-pm1-
IIvnrilll"
'(,q'v,'"
II\Vl'ffirte
1UI.l1lkllllll\ Unlh.
l,nT'A12
? (,nn T (,n" 8'1, ".
-2,000 ~~l~i"t"h
j~<.Ilillllill' ~
_(,~;~~()~l.~"'r
0:=:r;;;:;;;"
Nono
+ T "ClCl .') fl renl ",.."
,Nn"n
.:;;n;;n
1
1<1 __ ;r,=<1 II
rc;~~ -,;" -:." ~
?,,-~~rr>
11"<'1'-"1",,,1"
.11 ~_.'~
1-.
2.<' slY-
.(1('
1"7.'nd~r"
I/\"e 'In"
Ou",tw Df COnllluctlon
1?-"dV
--;" .,
~"--;;,,~~,, -7"-P"t. vr"
Age
Condition
Above Grade 10tal l\dlm. Oath. 10lal Ikhnl' nathl
RoomCoun' 'R 1 ? R 42
Oroll Living ,,,eI 1 - '1I;R Sq. n. 1 ,;nn sq. n.
titB...m.n' r. F,,,,.hod None I ~ilr~~al ,
'. Room' Below Orade I Nnnp I n,<< F i ......{ ....h
. Functional Utilltv --;.~
o
"..lIng/Cooll"g r..... . I'nnI I\onp
EnlllOY EIUclen' IIl1ml I orv""\F i~;'''nr
o.,.ge/C.,polI "'nr.~ h ~:>r
Porch. POlio, Dock, None Deck
F".pIBcel", .Ie. lu>- , ' "~ I ;;';:'n"
Fence. pool. olC, rf.Jnne INnne
n"llI.
?
1 'lnn
-2,OllO
tntal 0.111I11
n 'l
T '\110 , 11'\( 6'1''''
-1,000 1'\111 . .
Jrk fi "i "'''
Il\cllillili\.l:.P
EllnY1Qn"
_(, nnn Illoaf! :>"pr
.::1nn"~p
-1 ,500 porch
+ 1 ''''''
l"('n~
UB" Adl, \101.11 II "1 .rXl- $ :'r; :-711n 1 1 + I>fl- $ :qOO ,I -, 1 1)(1- $ -7,700
Adjulted SalOl f'flco
01 Co",polObl. $ .,'l ?m) $"7n. 1 00 $ n(; nnn
Com"'."U 0" S.,.. comp.."." tlnelud'''. U.. ."hl'.' "ooP'''v'. eo",,,,lihih'V ,,, ,h. ".,.",,,,,h"01I. .,.Ie II 11 thre" C0ll10n ,.nbl e sn I ClS
WflJ:!l 2. un!.\;' Income ot'o[lert!es, 'rite Inl:oll1e ilDvroildl will be cnlculntec1 from
hisl-or1 c rnnl' ~ ~~ nl ven on till'! LiaUD<J.-Sl\('pt.-I:m:..g[\cl1 So \". 'l'llc-DJ:,?5S Hnnt
;~~;:,~, ';' "I! 1 ,he, be ,",., I,d '0 "Ie ",,,,.., pd """, n' 'he ,..b"'o'
ITEM
SUBJECT
No sale
within yr
owner
COMPARAUlE NO.1
No sole within yeilr
COMPARAUlE No.2
I'll) sille wllhln yeilr
COMPARAULE NO.3
No sillo within yeor
\
01'., p,le. Ind DIU
SouIC.IOI'pno,..11l
wllhlnylll OllpPII'111
no_,'" " ,n, ,~..., .....m.n. .1..... .p,,,n, " ,,,'''~ .f ". ,...,,,, ,,,.p'''' .." ""'"'''' ,... p"" ..,",.1 ,,,,,,.,,..~ ""'"..,,,.. ~,,,.n .,. ,... .1 ". .... ., ,pp""'"
_. i.. nn ","-_~n" ~n ,', nf ",,11' :>.,,1 (hI' no' " '0.: nnl' t" fnr ~:>lD
l
"
_1 nnn
Dnnl ODICI Unl
InSllllCll'lflllOlly
main
111""" MI"lolln \1104
51a10
."
Add,... B WashIngton St S
,
CIIY Coun'y Cumberland
Slllhl PA
Z'P Cod" 17055
.'
.ECT PHOTOGRAPH ADDENDU.
Bo,rowlJr/Client
FRONT OF
SUBJECT PROPERTY
REAR OF
SUBJECT PROPERTY
. !, ',~' ,.~~"i~'JI'
. '~.,
'.
. " ".'
'~. ~. 1,1. J.~ .
/
..
"
1,".
i,
., ..
I '
'. /'1'1
I' I
'1' ~J . .
'---.. I. ,.... ,l
"". 'TtJ"
~/i \'
~ It.:. . \
.
Borrower/Client
Add,... 8 Walhlngton 51 5
CII~ Mechanlclburll CoUnlY Cumbe,lond
.nd., CU.nl Eltetel PatrIcia Shindle,
.
.
StDID
PA
211> Cod. 17066
ADDENDUM
Appraisals of small income properties are done comparing
the sales price of the comparables with their gross monthly
income. The ratio determined by this comparison gives us a GROSS
MONTHLY MULIPLIER. This is then applied to the gross monthly
income of the subject property to estimate the appraised value
by the INCOME APPROACH. It assumes where comparable properties
are used that expenses are comparables.
In this appraisal comparables were chosen where the heat,
taxes and insurance was paid by the landlord. Where the rentals
were estimated or vacant, rental figures were used from typical
rents for the location, type of units and amenites.
Sale Monthly Income. Sales Price GROSS
MONTHLY MULTIP.
Sale /I 1 $ 800 $ 79,900 99.9
Sale /I 2 $ 845 $ 79,000 93.5
Sale 1/ 3 $ 875 $ 94,500 108.0
GROSS MONTHLY MUT.TIPLIER I1S dotermined by previous
sales= 98
Subject property: Mo Inc ( $ 810 X GMM ( 98 = $ 79,380
Estimated Appraised Value by INCOME APPROACH: $ 79,400 R
ThtlOlm w..ltplodllud b, UI'III.d !h"t"" lollWllt COO""l"1, mool'lIlD-IInl
elt
Mechenlcsbur
Cumberland
Slnte
PA
Zi) Code
17055
..
.
LOCATION MAP
.
, .
Borrower/Client
8 Woshlnaton St S
Add,...
I
Londo,/CII.nl
Estate I Patricia Shindler
lh,lotrn wII1'PfOClUud by UnllM S",'l.m. Sollw'" Compl/'.,. 10001 ftOlteJ:l1
,
.
'003
John H, Krieger. . File No. SIIINDL-3
DEFINITION OF MARKET VALUE: Tho mO'1 prnbnhlo 11I1r.ll whlr.h 0 plllporly ShflUI" 1I,Inllln 0 r.ornpotl1ivo Ol1lt nl"'"
mArko! undor 011 r.ondltlons ""Iuisllo 10 0 folr solo, Iho hllym on" sailor, oor.h ""lino prudonlly, knowlodlloohly nn"
assuming tho prien Is not atltJl:tod by unduo stimulus. hlll)lidt in this dnfil1Hlnn is 11m I;UIlSUIHIHi1tinn 01 n snle ns of n
.~oclflod dAta on" tho posslnll 01 tlllo from .ollor 10 buyor ,,,,,Ier cnndlllons whoJf!hy: (1) buy or nnd snllo, ora Iyplr.nlly
motivated; (21 hoth partlos arn woll Informed or well odvlfilld, nnd nneh m:tinu III what ho cnnsidms his own hllst
Interest: t31 0 mnsnnoblo timo Is nllowod tor O)cpnsuro In tho CJIU!11 lOorknti (4) PllVll1uIl1 Is malle Itl tmllls 01 cosh In U.S.
dollars or In terms 01 financial nrrangements comparablo theroln; and (6) tho prlt:u roprcsonls the normal conslderatilln
for the property sold unafloclod by special or croativo !inanelng or solos concessiulls. gronted by onyone assoclnlml
wllh Iho .010.
. Adjustments tn Iho compnrnhlos must be mado for special or c:rcative lInanclng or sales concosslons. No adiustments
oro noconory lor lhasa coslS which ora normally paid by sollars as a ro.ult 01 undllloll or law In 0 morko! aroa: Iho.o
costs 0'0 roodily Idonllllablo slnco tho .ellor poys Iho.o CoslS In vlrlunlly oil solos Ironsoctions. 5poclal 0' croativo
finAncing ndlustmonts con ba mAda In Iho cornpArAblo propnrlY by compn,lsons to linanclno torrns nllorod by a Ihlld
parly Institutional londor Ihat Is nol alroady Invelvod In Iho properly or Iransar.tinn. Any adjuSlonont .hould nn! he
calculotod on 0 mochAnlcal daliA' for dollar Cosl ollho linanclng 0' conr.osslon, bul Iho dollar omoun\ of ony odluslmonl
should approxlmalo Iho mo,kol'A roaction 10 Iho flnanclno or concosslons bosod on Iho appral.or'.ludgomonl.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: Tho oppralso,'s cortlllcation thai appoars In Iho epprel.al report Is
subloCllo Iho following conditions:
" The appralso, will nol bo rosponslblo for moilers 01 a looalnaluro that alloct ollhor Iho propllfly baing appralsod or
Iho IIUo 10 It. Tho appralso, ossumos thaI Ihn tillo Is good and onorkoloblo ond, Ihoroloro, will 1101 rondor any opinions
aboullho tillo. Tl,a p,oporty Is opprolsod on IhA basis of It baing undo, rosponsiblo owno,shlp.
2. The appraiser has provided a sketch In the appraisal rcporllO show approximate dimensions of 1he irnprovemen1s alld
tho .kolCh Is Includod only 10 asslsllho roador ollho report, In visualizing tho proporly and undorslandlng Ihe approisor's
dolo,mlnation 01 Its sizo.
3. Tho appraiso, has oxamlnod Ihal avallablo 1I00d maps Ihal ore prcvidod by Iho Fodo,al Ernorgoncy Manngon,"n!
Agoncy (cr othor dOlO sourcosl and has notod In Iho cppraisal roport wholhor Iho sublocl site is locatod In an IdonllllOlI
Special Flood Hazard Area. Because the appraiser Is nol a surveyor, he or she makes no guarantees, exprossed or
Impllod, regArding this dotermlnation.
4. The appraiser will not give testimony or appcar In COUl I llel:ause he or she mado nn apprnisal ot tho property In
question, unless specific arrangements to do so have been mado beforehand.
6. Tho approlsor has ostimatod Iho volue of Iho 01 Iho land In lho ccSI approar.h 01 Its hlohost nnd basI use ond Iho
. Improvements at their contributory value. Theso sepnrnte valuations of the land and Improvements must not be used In
conjunction with any other appraisal and are invalid \I they urn so used.
6. The appraiser has noted in the appraisal report any adverse conditions (such as noeded repairs, depreciation, Ihe
presence of hazardous wastes, to)(lc substances. etc.) observed during 1he Inspection 01 the suhler::t proper1y or 1hnt he
or she became aware ot during the normal research Involved in performing 1ho appraisal. Unless n1herwlso stated In the
appraisal report, the appraiser has no knowledge at any hllJdel1 or unapparent conditions ot tho proporty or adverse
environmental conditions Ilncluding tho presence ot hazardous waS1os, to)(lc substances, ote.) thot would make tho
property more or loss valuablo, and has assumod thot thore ure no such comlitiollS and makos no YUilrantocs or
warranties, oxprossod or 1mI'll ad, reoordlno Ille condition of !hn IlJOporty. The npprolsor will not be responsible fa, "ny
.uch conditions thaI do oxlSI or lor eny onglnoorlng or losllng Ihal mloht bo requlrod 10 dlscovo, wholhor such condllions
o)(lst. Because the approlsor Is not an e)(pert In the field ot environmental hazards. tho appraisal report must not be
considered as an envlronmcntal assessment at tho property.
7. The appraiser obtained tho Information, estimates, and opinions that were c)(prossed in the appraisal report from
sourcos thaI ho or she consldors 10 bo rollablo and bollovos thom 10 bo IfUO "nd correcl. Tho appralsor doos nol assul110
,osponslblllty Icr Ihe eccuracy of such Itoms thnt woro lurnlshod hy olher portios.
8. The opprolser will not disclose 1he contents 01 the apprnlsal report c)(cept ns provided for in thn Uniform Standards of
Profosslonal Appraisal Practice.
9. the nppraism hns ha!\rHl his or her a(lprnisnl wpnrt ami vilhmtinn conclusion lor an opprnisal that Is subject to
satisfactory completion, repairs, or alterations on tho assumption Iha1 completion of the Improvements will be performed
In a workmanlike mannor.
10. The appraiser must provide his or her prior writtcn consent he fore tho lender/cliont specified in tho appraisal report
can distribute tho appraisal report (including conclusions about 1110 property vnlue, the appraiser's Identity and
professional designations, and references to anv professional apprnisal oroaniwliol1s or 11m firm wilh which 1he apprnisur
Is associated) to anyono other than the borrowm: the lI1ortuiln(!l~ or its S1JCCOssnrs and assigns: lhe mortgage Insurer;
consultants; professional appraisal organizations; any state or tedl!lally apllroved tll1~ncii111I1stilutlnn; or any dopar1men1,
agency, or Instrurmmtality of the United S1atcs or nny S1010 or 11m DIstric1 01 Coltllnhin; o)(COPI that the lel1dm/clienll11ay
distribute the properly descrip1ion section 01 the report only 10 data cnllection or reporting servicnls) without havino 10
obtain the appraiser's Plior written consent. The appraiser's written cnnsllnl and approval must also bn obtainod boloro
tho appraisal can be convoyed by anyone to tlm publiC through ndvnrtlslno, public relntlons, news, snlcs, or other media.
Froddio Mac Form 439 6,93
Pilon 1 01 2
Fannie Mall Form 1004B 6.93
n". fOlln "'" IIPID<l,,c..t low \Jt\lI.1l Syll.m. SOIl"'.'" Con,p...w 10001 non 111"
. .
()ll'3-
John H, K,leger. . File No. SIIINOl.r-3
APPRAISER'S CERTIFICATION: Tho Approlsor corl,lios and ogloos thai:
,. .
" I hovo rosoorchod Iho subjoct markot oroo anll hovo sDloClod 0 mir,imum of throo rocont sollls 01 I.roporlios most
slmllo, and pro.irnoto to tho sublllct proporty for consldorotlonln tho solos comparison analysis ond hovo modo a 1I01l0r
odjultmont whon opproprloto to rolloct tho mOlkot rooctlonlo lhasa 1I00ns 01 slgnillcont vorlotlon. II a signlllcont It",nln
a comporoblo property Is suporlor to, or mora lovoroblo Ihan, tho suhjucl proporty, I hovo mollu 0 nugotivu odluslment to
reduce tho odjustod solos prlca of tho compo,ahlo and, II a signillconlllom In a comporoblo property Is Inlarlor to, or loss
fovoroblo than tho subjocl proporty, I hove modI! 0 posltivo odjustmenl to Incrooso Ihe edjustod solos prlco 01 tho
comporoble,
i"
2, I hovo takon Into consldoralion tho 10Clors that havo on Impact on voluo In my dovelopment 01 tho ostimoto of morkot
voluo In tho appraisal roport. I hovo nol knowingly withheld any slgnlllcont Informotlon I,om tho opproisol report ond I
ballevo, to the bast 01 my knowlodge, that 011 stolomonts and Inlormation In tho appraisal 'aport ora truo and corroct.
3, I slotod, In Iho opprolsol report, only my own personal, unbiased, ond prolosslonol onolysls, opinions, ond
conclusions, which Of 0 subjoct only 10 Iho conlingont and lirnlting conditions spocllled Inlhls form.
4, I hovo no present or prospectivo IntOlost In tho property thot Is Iho subject 01 Ihls roporl, ond I hovo no proselll or
prospoctivo porsonollnterost 0' bias with respecl to tho particlpanls In tho transaction. f did nol baso, ollho, partially or
completely, my .nalYlls ond/or tho eslimate 01 market voluo In tho .pprels.1 report on Ihe roc., color, religion, se..
h.ndlcop, familial status, 0' nstion.1 origin of eltho, tho prospacllvo ownors 0' occupants of the subjocl property 0' of
tho p,esent owner. or occupenls of the properties In the vicinity 01 the subjoct property.
6, I heve no presont or conlemplatod futuro Inlerest In tho suhlect property, ond nolther my CUffent or luturo
employment, no, my componsation fa, pOflormlng this appraisal, Is contingent on tho appralsod voluo of tho proporly,
6, I wes not roqulrod to ,oport a predotermlned value or dlreclion In value thaI favors tho couso of Iho cliont or any
related party, the amount of tho voluo estimate, the ollolnment of 0 speclllc result, or tho occurronco 01 0 subsoquent
event In order to rocolvo my componsation ond/o, employmont IOf perlormlng the appraisal, I did not base the appraisal
'eport on . ,.qu..I.d minimum v.lu.tlon, e speclllc voluollon, or Ih. need 10 opprove a specific mortgage loon.
7, I performod this opp,alsal In conlormlty wilh Ihe Uniform Slandards 01 Prolesslonal Appraisal Proctico that woro
adopted and promulgated by tho Appraisal Standards Boord of Tho Approlsal Foundation and that were In ploce os of the
effective data of this opprolsol, with the o.ceptlon of tho doporture provision of Ihoso Slondards, which does not apply,
I acknowledge that on estlmato of a reosonoblo time for o.posuro In the open morkot Is 0 condition in tho dellnltlon 01
morkot voluo and tho ostimote I dovolopod Is conslstont with tho marketing tlmo noted In tho nolghborhood section of
this ,eport, unless I havo olherwlse stotod In tho reconciliation soclion.
6. I hove porsonally Inspecled tho InlOllor ond e'lerlor aroos 01 the subloCI property and tho o.torlor 01 011 properties
listed os compo,ablos In tho appraisal report. I further ccrllly Ihat I havo noted any oppOlent or known advorso
conditions In the sublecl Improvoments, on tho subjoct site, or on any slto within tho Immodloto vicinity of tho subject
proporty of which' om aworo and havo mode odjustmonts lor thoso advorso conditions In my analysis of tho prope,ty
vo!uo to Ihe e.lent that I hod markel ovldonco to support them. I havo also commonled about tho olloct 01 tho adve,se
conditions on the markotablllty 01 the subject property.
9. I porsonally proparod all conclusions and opinions about the real ostalo thai woro sot forlh In tho appraisal 'eporl. If I
rellod on significant profosslonal asslstanco from any Individual or Indivlduols In tho porformance of tho opp,alsal or tho
preparation of tho appraisal report. I havo nomod such Indivlduallsl and dlsclosod tho speclllc losks porfoflnod by tho III In
the roconclllollon socii on ollhls oppfBlsol report. I ccrllly Ihol any Indlvlduol so named Is qualified to porlorm Iho tasks.
I havo not oUlhorlzod onyono to moko 0 chango to any Itom In tho report; Ihoroloro, II an unouthorlzod chango Is modo to
tho appraisal roport, I will tako no responsibility 10' It.
SUPERVISORY APPRAISER'S CERTIFICATION: II 0 supervisory appraiser signed Iho appraisal reporl, ho or she
cortllles and ogreos Ihat: I dlroctly suporvlso tho appraiser who propared tho appraisal reporl, hovo rovlowod Iho
appraisal report, ogroo with tho slatemonts and conclusions 01 tho appraiser, agreo to bo hound by tho oppralsor's
certlllcations numbored 4 through 7 obovo, and alll taking full responsibility lor Iho oppralsol a"d Iho appraisal report.
ADDRESS OF PROPERTY APPRAISED: 8 Washinoton st S Mechanicsburo, PII 17055
~~~~::~~:r'.
51010 Cort;~lon N:
or Stolo L1censo N: RI.--0005116-r,
State: PII
e.plration Dato 01 Corlillcation or L1ce:1SO: 6/30/95
SUPERVISORY APPRAISER (only II ,equlredl:
Slgnotu1o:
Name:
Dalu SiUllcd:
Statu Cmlificnlioll II:
or Statu liconso /I:
Stotu:
EICpimtinn DiltO 01 Cmlificillion or llcUllso:
D Did 0 Did NOI 'flspecl Proporty
F,oddio Mac Fo,m 439 6.93
Pago 2 of 2
Fonnlo Moo Form 1004B 6.93
'hi, 101m 1'1" rtp'oduud by lI,wl.d 5y"""' noli...... CO/nptn, 1"001 unp.II'"
.
(',.
V''''
-,
.
i\Er~::
Cut1&Cf.!..,'=\ND cow :;-, "'~':;L ~il7,nE I,"F'1;..l1';7 :ON
DATE 10/07.
OI37~l!C r
~Ir~r It I'Ar:.Cti:L TF.L/EXF
r-l',tr\:~:... ,~...J.".r:t!:. ';
uviNl!::. 'n ;-'IM~IE.
MHJ.i_H~G AI:IOr~i'i_:;~.
"".... "-,-'
--\.",.;....,
, ,-
.. .i...i
~dtt.,Ci..:(... FAif'r:1A {"'If
,;'lA .;'L.i1';TED \~AY
~AMp ~[L~. FA 17011
:'-OC,;T :.i:N.
~X7~A LGC~T:JN INFORMA~:Cr::
LOT SJ.;:E,
I ;.,f\i!':;",L.,.,r, 1H,;F::: 1110 leI':; i'Of\ I
I_tiNT> DE3CF.1i'T :01<11.
: i'H~;;O\j:::>Hn.i~" . _,~E=C;:'-li rzct4.
CI..A5r3 ;::::1:-[;:'.- ;;::::. - -L..(11~D . }J:5E
St>lL.E2 r-r::CE,.\!:;::.r:540
""jo _ ,~"
-....t,,;WI.:..
'~l~CG~i,DLri:':, ~-
,:: hU111"L N.;r::;'iUi:::
F\1'IC~\ r":i.j
";';3 ;'r,O~H ;;";:::1;1 3Y 150 AVc;RAGE PEF':
';'I.D/OF. ,1:<: ,;cru.;;
~Q' 6&-~ SRi: E fLAN L . DB 4-J FS 40
}'(wUEi! ,:,~t=-F,,'tl~~
niJl~::-lfiG --'~:': Zf:.;; ::;;. ..i!tc:.i aGUH~E ,~E~".
1 1'-.. -l,j';/'G3 ;.gED ;:'001< ~-\ ,',_ :~OL ::'~13E.
,,--,..--.~""" ,....
M.J;;t;.;.oJ_il~."!j'.
;':"~0ti:~ i ~'f.
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-~f>'ir ;(\rAl;-icl;-t'j. --,&
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'Tor~;L~ ;:,
s.. :
Pf\e::~,' : OU;3, O~~N~;; ~ '
~:;:.- ,:c:~-.,r;-":7=:n :;r--r!~,T'!:-
...~T"":i. N;'f,'/ C:-;F.! 2:,:1.;', E7 .iL
ot: /::Q-"'t~~ .
',' "
'........ .... "".,.""" . ......
.John 11 K,leger
ProP.lly'OUCllp,lon UNIFoA RESIDENTIAL APPRAISAL REPaA FII. No. S1I1NIJJ,-2
ProPllr1vAddreu 707 Ilummel Avenlle~ L:,1vl.CIllQYJ1C -";UAlft PA 111lCodB 17Q.13
l.o.1 Do.eliotlon Lot 6BA <::n,.l.l nil ~ 1'1 nil 1 nnnd 1\,-.-.1, ~,I P,'on ~ en"n'v (', noh.... r I :",.1
A.....o'.. Parcel No. 1?- ??__R 711._1 1 R 1,n YOIII 1 qq4 n I, 'A'"'' 1. 162.31 Ollod,,1 A.....m.nl. . Nnnn
Borrowe, Cur",,,t OWflllr r.'ol.:1o",,/Pal' ~h i ndl f1r ()cc:ulllllll I IOwllor I X I 'un'l1ll IVllc.nt
Pron.rt...~rlnhl. lom"l,oll I X I FilII Shullln I Ilolllohnltt I !'mlnr:l hllo I I PliO I _ Ifnllllolllinlllln lInmlVA onlyl 'lOA tNI ^ IMI),
Neighborhood or ProlllC1 Nlllno MAIIIlnhllnnc8 SM:jllJ/1?Ml Crlll.lI. hllcl ell Clli
S.I.. Price IN / ^ Oall 0' SlIlo N I ^ IMlerlllt/on .n,1 . 811\l1111ll nllf)fUI ctuu{JIl./r.UIlCG.,IOll. to h. Illld hv loll., N I A
llnd.r/ClIe"1 r.>cl-=tol'nl pp.I'ri,..~.n ~t,inrl1nr Addle..
Ann..I... ,1..,1, I(r ^",ho.. :>r.:> WI 'If II It" WilV (';'III/) III PA 1 '101
Loc.llon X Ulben _ Subwh," _ IIulel p,.dumlnlllt Slngl. 'Imllv IlOu.lng P,....nt lend u.. 1)(, Lend u.. ching.
Oulll up ! OV8r 169<. ~ :16.169<. _ Unlt" 26% ~UPI"CV ~1~, ~~~\ nile '..mil V Cl(l [][]NIlII..II, Dl'''!'
Orowlh,.I. nlpld 2t Blehlll _ Slow X OWIIlII 90 (,n low "0 '-4 tamUv 1(1 DlnPlllcm
Property veluu X Incrn.lng ~ SI.hl, _ Decllnll1g ..... hrllUtt gO lliuh no Multl-famllV To:
Dem.nd/.upply .;,:.. 8hortaOll 2t In h.l.nel _ OVI, .tlJ1flly X V.c.uIIO 6~i>1 I ''fodolllhllml I COlllmelclal
Mllk.lIno time X Und., 31no.. :)-0 mo.. Over 0 11I0'. ...... VI"nl IOWII Ii "'I no 70 C I
Not'l Race and the racial compo.lllon 0' th. n.lghborhood .,. not .PPlllul laclo,..
Neighborhood boundellu and ch.ractoll,UcI: Lac;) l'p-rl in l ho norollnh of J~('moynp in il 11G i nllborhood of
. ....:1. .1.
. flctoll th.1 .Il.ct th. mllk.l,bUlly 01 the plopelUes In th. neighbolhood Iplo.lmllV to enlploVlIIllllt ,nd 'millimes. .mJ1loVl11ent .t.bllily. .ppulto hlllk.I, .tc.l:
.~V i" n :> IInH nlnpr hnmn in nnnn ,...,nrtHinn, , hn" hnnn
T~ i" "In"r> I'n nIl iUr>" nnd t,he" "rp ','''''in
w"lkinn r'!icl'nn~o (. I~nrv nnn Mlrl,lln - I 'I'hnrn "rn nn :,"nnrnn~
\In' "ff.,,.~i nn 1 i ~v
.~
.
,
Mllkel condition. In the ,ubject neighborhood llncluding ,ullpnr1 101 Ihe .Imove cOIll:lu.lcm. flll,llld 10 Ihe "lIlltl of JlIOPlllly vllulI.. dem,"d/.upply. and 11IIlk'llng lime
. . luch II dal. 011 cOlllp.lillvo pro'lorllu 'or IIle In tho l1ulghhOlhootl, do.crlpllon 01 lhD ,"ovnlunco 0' 18101 and 'inanclng cOl1colllon., olc.l:
There i" financin" readily availabln ami comnet'ltiv(' Illilrket condil'ion" exist.
Current interest rilh~" are conducive t.o stimulalln<;1 l'he Illilrket. Hal'e" are at a
fairlv attractive level.
r-
Fx
Ff
F-
l-
i-
'--
. p,oJ.ct Inlormatlon for PUD. III appllcablol' . I, Ihe davolollotlbuildo, In conllol ot Ihe 1I0rne Owne'" Anoelallon 1I10A)1 D VOl
. Approlllmete tolal number at unit, In tllIt IUhJect PloJecl Nt A ^Plllo.llllllle tot," 'lIIlllhtH tlf unlll lot ",Ie In tho .ubjuct prolecl
De.crlbe common elomentl Ind ,ec,utlonnl tacUitlo.: N I ^
Dlmen,lon. 11; v 1 GoO Topoor.phy
Site arn . 1 2 acre COlne, lot U YOI llU No 81/11
Specific zoning cla..lflcatlon and do.crlptlon R01- Si no 1 p. 7.nni no. Shalle
Zoning compUance lXllegal D legal nonconlofllllng IOlllldlalhltlld 1I111! D 1I100al D No lonlllO Or.lnnge
filghllll & bOIl UI8 al Improved 00 Prolonl u.o D Olho, uso (011 pIn In) Vlow n
UIIIIII.. ~c Othllr OU..ltalmprovement. TVpe PuhUlll'rlvolo Land.coplng ^vera<Jc
Electricity ..;, StlllOt Macadilm I ~ Drlvowoy Swlllco NOlle!
0.. -4- Curb/Ouller Cancreh~ X Applllonl [U0Il10111l NnnA
W.IO~ ~ Sidewalk Concretp. rEM^ Special flood Italnrd A'ea D Ve. lllJ Uo
S.nitarv S.w.r ./i. Stroo'lIghll Electric X HM^ ZOllO C Mop 00'0 1:>-~~7q
Slorm Sewer J[ Alloy Rp;tr rEMA Man Uo. "
Commenl. Capparonl adver.. 1I.lOment.. encroachmentl, .poclal .IIollmonll, .lldo 8,on., Illoonl or 10(1nl nonconforming 70nlno UIO, elc.): 'I'hprp
aT'" no .,.~. ."L "or>el,,} """ It", "lirtn
i110"',,1 or 10..,,,1 n.., 7nnlnn II"""
OENERAl DESCRIPtiON EXTERlOn orSCRlPTlON rOllrm^TION UASfMCUt ItlSUl ATlotJ
No. 01 Unit I 'l\.Jn Foundollon ~I'nn~ S101b Nn Aron Sq. fl. 1 _ n?R 11001
No. 01 SlorlOl 'lWn Exlorlor Wall. CllIwl Sp.,co Nn % flnlshod n Celllng lJnk
Type (OeUAn.) noot SUllaco Mnh ~hnn lJlIllfllllonl Full COIliI'O .u.o.lsL- Wall. lJnl<
Oollgn (Slylo) '- ~I'_v Oullol1 & Own'pl', l\1"m~ mlln 61111111 '\111111 Nn Wnll. ~I.nnc~ floor
hl.tInO/Propo.od .Exiata...- Window Typo nh 1. hunn OIlI1lJlIIIIII No rloor C Nann
Age lYre.) ~q--"- Storm/Se,olln. Bol:h SolUonumt NOlle Ilohxl Oul.ldo entry No Ul\kno,.,n
Eflocllve Age (Yr.. I 1 r; Monufocluf"d 1I0u.e Nt Infollollon Nnnp n\t i rl
n
nOOMS Foyor Lbillg DinIng Kllchon Oon r4Hlllly I1rn. Hoc. fhn. Dodroollll fI Uolh.
ONo
N/A
Level
Averaae for neiahbal'hd
RGctanl)lIlilr
nnn..,,,nf'n
.
: O..",.nl
Ellovel1
mLevel 2
1;1
I!!I F1nl.hed fHee above marin conlaln'~
I': INTERIOR M,terl.I./Condlllon
. Floo.. \ir'! wn.
WaUl P1
Trlm/Flnl.h W<VV1! "vnr
Oath FkJor \1-1....,,1/[1 rf.\r
Oalh Walnlcol oT ::u:!J.pr/r1vpr
00011 Hnlnfi 1 '"vpr
laundry
Olhor
Aroa 011. n.
1
1
1
1
1
:>
1
1 . ~
1
1. fl:>RI
1, fl:>R
8 Room.: 3 llmltooml."
flEATlNO KITCHCN [aUI~
Typo FHA Rohlgnrlllor 4
Fuel Oi 1. ftOllluo/Ovon 1-
CondItion AUf.\r Oltpolnl _
COOLING OlshwAlhnr ~
Cnnllnl Nnnp rlll1f1lood.l.
01hor MlelfoWIlVO _
Condlllon WOIlhollOryor rlnlshod
Addltlon.lleatUI" (.pnclol energy efUclonl 11111'.., ole.): Recont tv nf} i nted in l" pr i or ,
to 2nd
CondItion 01 Ih.lmplovemenl.. dnpfeclatlonlphYllc.l. tuncllan.l. 1l1ll1111tnlll/llI. IIIJlllillllltlldlld. qunlily 01 ClIllslluelloll. 11l1110dellllllllldclillon.. IIlc.:'ttho
i ." ,~rp nf "'''''!ranr> "nn"~r""" I nil in nve,'nop cnllrll Hnll wi ~h nn
:~~
2.5I1oth'.,: 2 056
Mile r- ^MfNlll[S
NOIlII rJroplacol'I" _ 0
Slall' I;( PI1t1o
po:.:.
Drop Slolr ~ Dock
Scutt I" ~ F'ront
rloor X
IlotllUlI ~
rx
POIch
rnneo
1'001
RClIJare Foof 01 Oro.. lIvlnn Allla
CAn STonAOE:
None D
00100"
Altachfld
1l On1nchod
Oulll.lr,
Corpo"
Orlvowoy
. 01 enr.
fairlv new roof ilnd new
.
Adven8 environmental condillonl (1llIch n., hut Ilollirniln,t to, hntllldoulI wnSlos, tOlllc lubstmlcoS, "Ic.) prntlflt11ln tho hfllllllV(lIlIlIlIIS. on Ihu Iilo, or III Iho
Immedlllle"lclnllyollhn.uhlnctpfOpnrty: 'rhere apncl1rs to he no adverso [1nvironmenl"ill conditions in
~ho j -'lnt'n vi"inil'v nf I'hn ""h'\n...I' nr..,nprf'"
r..:ld.. M.c fDl'" 10 G'i1J "... foun WII,.plfKhlC.d b1 U."'.d !o,....". :;011"'''' Compl"1 tlllJUI Uhllllll" f'''U~ I f....... Mill 'onn 1004 to IJJ
.Johll It Kncyo,
Valu.tlon Secllon
UNIF
RESIDEN riAL APPRAISAL REI'
T
fil. Nu. :HII NIlI ,-2
ESllMATEOSIlE VA'UE........ .... ....' '_. __lJ.!,lJ.l)Q CUlIlIIlt'lll. Oil 1:0', '11111111 Illl.:h 11ft. hnllfl.ll III nllll OIUlIlllh',
ESTIMATlD REPRODUCTION C05TNEW or IMPROV[MrtUf.: luln "'.lhlll, MllI.lllllllnt 1:lIlnd.lll"" itllll. 11If lillO, VA IIIllI 'milA. 11...
UWllllino 2. 05.fi !;ll II. ~ $_1U__ ,.. __Ul,~'J(J_ 1",11I1l,111't111U1I IUIII.\! 1'llllI""li,: lilt, III 1"11'11111"'11..". _lilli. ('()~il'
1. U2.ll "" II ~ 1 U - U,1.1'1_ !l1'1'rJJilt'IU ILilL'U1.LCll-1la1u!.L1.11o
. rm:oh . 2JJ)O(L .MilL:.illulL1LliW1LLuu.wo IlnCJLi.luJusled
"".g./CIII'OII 510 6'1, II, ~ 1 10' _-5J.100_ .LQ...J.Q~i1Lbuill.llllu-cosl. '1'0 llJl.:i is
101.1 [01""".<1 Co.1 uow:'1 " . " . " , '1" , , , , , , " .. 9'1. Bu'L not;..! ell 1I1\Lm:prl'('1 ull on liS observed.
. l... Phy.ical r uncllon,.! Illtellllll 97, B(ltt
llapl.c1.t1o" 11\ r.nnl 11 7dd.1 26.121
Iltlpf.clallld ValulI 0' hIlJlfflVnlll.UlII . . . . . . . . . .. ....... "'. 71 J" 40
-A,I,- Velull 0' BlIllllllllrnVOlIUII1I, . . , . , . . . , . . . . . . . . , , ... 2 J 000
INDICATED VALUE BY COST APPROACIl "IlPlll,lllq<,J, . 1 q 1 4111
ITEM I SUBJECT COMPARABLE NO, 1
707 IlLUlunol Avonuo 320 lIullullol Avenue
..dd.... , , "^ Lemoyne, PA
Pro.lml'., 10 SubJeCI A
So'" f'llc. 1 N I AI.
f'I~./OI." Llv, Ar.. 1 dd d'; J2I 1 ,~ ~ 01
DII..nd/oIO ",Y, , . ~~~p~~~ Mul~!I-li:'lt
VlllUcatlon BOUfce. :)11h I t r rnr In lh 1 1,.., -<I
VAlUE ADJUSTMENTS UCGCnlflllON I>lSCllU'I'UN t H A.till.lllI.nt
COMPARABLE NO, 2
~11 IJrillgo street
I ~moVno . PA
1 ~ miln"
qr; nnn .
. 47.(,IIDI
Multl...list
p"hl'" rm",,'d
COMPARABLE NO.3
214 westovor Dr
,,~,,' ,", nnrl "^
1 ~.;"q..."
0., r.nn 1
1 r., l' [']1
Mul~i-list
11'""11"
Q1,1l01l
Sal.. 0' Financing
Cone...lone
0,'.01 B.lefTlm" 11_ I A.:=QA
Loelll.n I h-hnn IIrhnn
L....h.,d/r.. Slmpl. r.nn ," ~~ 1 ~ r.n" ii i'll" 1 r>
SIl. 1 7 ""r... ')A n"r;"
VI.w ^v, .,,,
D"'gn.ndAppe.1 ') ",~v/711nll' ? -..."....\ t
Qutl.lroIConeIIl,KIIO" n_"~I~/Rttl," ~r--:.r;-r"";""'1:11
Ag. 7~ - ..."t vr" 1~ ,,~I, -;~r~
Condition nvc....nnr:
Above Orade Tot'" Odlnlt nalhl flllll ndlllll Oath.
RoomC.unt II 'l?r. 1 d 1
0101' Living Area "} nr;,; Sq. fI, ? 71 Q Sq. n.
mD.lemenl 8. Finllhod Full Full
B Itoom. Bo'ow 0'0<1. no. 1'1 nl d, n~-;: 1 n I "h
~ runetl.".1 UlIlity Mmuilte lIUCUUil):P
"..lIng/Cooling 1'1'''' cj:;";~'T
[nergy Efficle"t Item I --;.--.
Olllllge/C.,porl 1 -nrlrilnp
rorch, Patio, Dock. Porch
nrllJlIIIColll. elc, Nnnn
rence, Pool. otc. Nnnn
other 266
orocnlllf lOti
Other 253
Nnnn
d_l<1_<1d
. H ^dju'tllullIl
OtSCIUf'f ION
. H ^dJU'1I11C1lI1
EelLS ilJ1n.L\Ll
'Iii "pru .
~~~~ 267
IL10...Qd
1I""~n
"n" <;1rnol"
In "prp
_1 . nnl) "7-;;;"u '7,,,,11-
1l~1,,\; 'nnll,,1
..1A ur~
n:~,r~m
-1011
^vP!'ag"
') "ar ,101,
Porch
Nrm"
N;:;;;""
_1 nnn ? "I'u, 'lllnil-
'",111m
~o ""I. vr"
^V0rilnt~
lollllludllll.l lilith,
-500 11_1 1 I 'l
...(, r.nn 7. nd~ SII, It.
Full
n'l, ri n I "h
AU'2'lUalp
FIlAlno::e
^vcrilCl '
-2.01111 4 p"r.'d-
Porch
r~OIl"
NOIlO
lolal nd'lll. IIAlhl
-500 m 1\ 2
Inn "1 4q(j Sq, roo
~~l~lnl"h
_lId<'nual"
.;:;j,,,
I\uo~~,,~
J. (II'" .2...J:"r - I nl'o
Porch
l'1illJ\'
Nom;
'500
~ r.nn
-1,000
Uol. Adj. Itolal)
Adjulted SalOl Price
.1 C.mp.'.~lo $ II~, <1nn $ qn, 1 ()() $
Commenll on SlIlftl COll1pAlilunlhu:hllling Ill" IUhjnt:lllIOllrlty'l Cflll1lllllihihlv 10 the Iln1llhhOlhootl. fllc I ^ 1 I of l- hp. COl1l0Cl ra 11 1 a
rent'al lln1 ts w!re ehoson h"ealls" l'll" 1 iloolilliLis...!'iJy.in.uiQLJ h(L.LlCJ.ll~~~IJlJ"
nives liS il !J'-oss mont'hlv [('111: fild'or 10 i\l)nlv to lh" Incollle Aunrollch 1:0 value
of I-he sul)'leel' DroDertv. 'I'ho lillltllo[(1 llilVS for th" h"i1t' fO_L"tl]e subjecl:
nropertv. 51'0 addendulll f()~1!lpf\l-1 S011 of Ill\:QUI~Ll1Il!LJ~~lillllS!.llLlor oileh of Iho
comnnr;,h !Llii.ll.es and Jll!Jxlecl lJI!lI''''+ v
ITEM SUBJECT COMPARABLE NO.1
o.t.,Pllc..",dQ.1t No sale No snJ.a within YCilr
5our" 101 pIIO,..III, wj thin yr
""II.n,.., ol'PPf..ul
11 , Ixl,
$
- 1 0..JJllL
I' IX 1- $
J-
-7,100 Txl. I 1- I
5,O.Q!.l
Qn.nnn
COMPARABLE NO.2
No Hille ~t1lhln YOilr
COMPARABLE NO.3
No sale wllhln YOilr
An,t,.., Cll ""'1' (1It1,nt IlIiIlf,mlll't 01 ul.. Dillion, Of t..I"'G 01 It... '''''t''C! l"OJH"'I't' .,..1 .".1'1''''' 01 'If', ,,,,ot ..'n !II ",1,)...1 .'..1 t'''''11I..I.I.., Will."
Dl>f' '1"" III II'" tI,., "r '1'1"...11I:
There is no current' ilnreelllent of si1lp. ilnd t'ho Ill-overlv 1s nnt 1 iHl:ocl for s<1lo.
INDICATED VALUE BY SALES COMPARISON APPROACH. . . , , , , , . ' , , . , , . . . . . . . . . . . , , , . . . . , . . . . , , , . . . , . ' , . . ,$ 91 .000
INDICATED VALUE BY INCOME APPROACH IIf ^llpllcllhl,,1 Ellimated ,"""knlllenl $ 900 IMn. , OUlulhlllt Mulrllllinl 1 n? _ $ q 1 . non
The appr.lsall. nllldll(][) -.1 II- Dluhjecllo Ihe ,,,pair., 1111111.11011', 1llIllftc!lnlll, 01 c:o/llfillolll IIllflll hrtllwl.=:.J IlIhll,r:1 In Cllllllllflllu" IUIf pllllllllllll
I'lftclllclltlnll'
Condlllonlo'Apptallnl:'l'he llonr(lls(ll rel)nrt Ims bp-('1n nrnoflrpd willJ \"11(\ nrnilllf-Ly in II(lS isl'
condil:ion. No renalrs aro nec<1"eJ ot:.....I:.Q!llllrod.
r1n.lnoeo"elllollu,,:'l'ho Milrket tJill'il Annrollch d"flnes 1'110 1II0sl' n'llil~aL.Lmill;" of Mill'k"t
Vallie. 1'h", Co~l' Annroneh'--!Jpnnrillly bill' nol' illwJ.YlL spl.~ llJ!L..Um'<'r 1,111I11' of
. Value. 1'he Tneolllp. ^vproach is \10i<Jht"cl hOilV1 Iv In tills InpolIIP nr'on"rt'v.
HI fhll pmpolll 01 thll 1111I""111111. to elll.nAI" thlllll/lllo.ct "'/111111 III thll InAI PIOPI!lly 111/\1 Illhn luhjllel nllhll l"pUlt, IIAlmtll1! tI", Aho\ln ClIllIliliunl Illlillhn
cn,liIicllliull.
~ eOIlUngllnl IIlId IlmltlnQ camllliolll. IIml mA,lo:nl v/llun dnlllllUon thAI IIullIIAlr,llnlh" II!lnch",t '""Mln Mnr. 1111111 ,13911 d....I" M.1I11 (lllU IOo.1II1111l...11flll I
I lWEI ESlIMATE HtE MAnKET VALUE. AS DErlNCD. OF Hit nEAl rllOptlnV fllAT IS HIt SUB.lrCf OF 1I11S n[POnf. AS or .licptp.lTlber 30. 19911
. IWllICtt IS litE DATE O'1~N~SPECTlON._A.N.O ,'IIE..~FrECllV.E DAlE or 1UIS IUPOftlJ TO DE S ~1Ult
APPRAISER: J L~ fiUprl1Vl!wnv AI'I'IlAlSrn IONL v IF IlCOtllllro"
Slnnnturc ,/1, .7 # I{,~t( ( ~.~ L- ~1I",'It1111
NIIRUt .1nhn H~. -Kri pnflr -/ Ualllu
Dale nenoll Slnnnril
Slllte CcrlillcaUMC' II
0, Stato Uconr.o II I~I ,. .nnnl;nr,,_f.
'''dd,.M.c:fOfm 10 O.ill
DOid DUnl Uol
11I!;lwct 1'101l"'tv
lit.lln
!;Ialn !'h
Ualllllullflfl BiCJlIlIl1
HllItn CllItillcalilll1'
Slfllu
0, matn Iknn';1l .
Slnhl
I,", lo.m .....'l'>llI.t.ot"lt II, 11Ioll'lt ",'1"'" .,..'1"". 1."'"11.''' 4111;0'1111.111/;'1 '1'"","1
'.'....M.l' lOll" 1004 11IIJ
.
.
.
I Borrower/Client
Add.... 707 Hummel Avenue
I
City Lemoyne County Cumberland
l.nd., CI.n Ellelal Pel,lcle Shindler
51010 PA
ZIr> Codo 17043
l~
"
Addendum
Appraisals of small income properties are done
comparing the sales price of the comparables with their gross
monthly income. The ratio determined by this comparison gives us
a GROSS MONTHLY MULIPLIER. This is then applied to the gross
monthly income of the subject property to estimate the appraised
value by the INCOME APPROACH. It assumes where comparable
properties are used that expenses are comparable.
In this appraisal comparables were chosen where the heat,
taxes and insurance was paid by the landlord. Where the rentals
were estimated or vacant, rental figures were used from typical
rents for the location, type of units and amenites.
Sale Monthly Income. Sales Price GROSS MM
.
Sale # 1 $ 940.00 $ 96,000.00 102.13
Sale # 2 $ 900.00 $ 97,500.00 108.33
Sale # 3 $ 975.00 $ 93,000.00 95.36
GROSS MONTHLY MULTIPLIER as determined by previous
sales= 102.
Subject Property: Mo Inc ( $ 900 ) X GMM (102. ) = $ 91,600.
Estimated Appraised Value by INCOME APPROACH: $ 91,600.
TNt 'Ofm "'.. "Pl'oduud b, U,-.ttd SUllms Solh'nll ComPM'l, l8oollUllI.Un1
. BUILDING SKETCH
.
Borrowe,fCllenl
Add".. 707 Hummel Avenue
,
Cltv Lemoyne CounlV Cumberlend
l.ndor/CU.nl Eelolel Palrlcla Shindler
SI.I.
PA
~,
.
;!
,.
,
Ii'R
.t.
"
~
~
I~ Ijrl ,,1
1(' r
Dr" I.''',
"
t
'1
t-
,..
IU?
. ~ I"ll ~M
~
(1,'.' Pell.,'I'
:'1,'
:14
1'1 7c Ij'! ,Ioo,
Ii,?
t
-
I"
I)" ,"
I 1,'.1'
,1.....1 I'
'5 ,.
ftolllllMm w.. ItptDducl'd b., U",t..t 8wtt.m. Boltwll' C_pln" mool '''11 "'"
.
Zln Cod. 17043
eJECT PHOTOGRAPH ADDENDUe
.
Borrower/ClIent
Add,... 707 Hummel Avenue
.
City Lemoyne Coun'y Cumberland
L.nd., CII.n, Eelele! Pel,lcla Shindle,
\'
StAin PA
ZIP eml" 17043
FRONT OF
SUBJECT PROPERTY
STREET SCENE
.JECT PHOTOGRAPH ADDEND.
Bo"o"w.r/CUent
Add".. 707 Hummel Avenue
CI'~ Lemavne County Cumbe,land
Eetata' Pat,lcla Shindle,
6111. PA
lOll Cod. 17043
"....-
Ttllll.m "'. IIp10duud by 1JA1"1"I~ &olln". Com,M'f' 11001 "n-It':
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LOCATION MAP
Bohower/Clilnl
Add".. 707 Hummel Avenue
,
CIIY Lemoyne CoUnlY Cumberland
Lond.r/CUonl Eslalel Pal,lcla Shlndlar
Slale
PA
Zip Cod. 17043
Thi, 'OIm wII'lptoduud by U,Mlpd SrJleml Solt....... ComP.,w moot 000 0727
~
John H, K,lege,. .~"' No. SIUNDL-2
DEFINITION OF MARKET VALUE: The mosl probable price which e properly should ~ In a competitive and open
.markel'unde, all condllionl requisite 10 alai, lalo, Iho buyor and lellor, e8ch acting prudently, knowledgeably and
Illuming Iho prlco II not allacled by unduo sllmulul, Implicit In Ihls delinllionls Ihe consummalion 01 a lale as. o. I
Ipecllled dale and Ihe passing o. title Irom sellar 10 buyer undor conditions whereby: (11 buyer ond selle, aro Iyplcally
mOlhlllod; (2) bOlh partial aro wall Inlorrnod or wOII odvlsod, and eoch octlng Irr whal ho consldo.. hll own basI
Inlaroll: 131 0 ,oasonablo limo II allowed for exposu,o In Ihe opon mD,kel: (41 payment Is made In lerml of cash In U.S.
doll a.. Dr In terml 01 linanclal arrangemanll comperable Ihereto; and 161 the price represonls Iho normel conSldorollun
10' Ihe prope,ly laid unallecled by special 0' creative linanclng 0' lalel concessions' gllnled by anyone associated
wllh Iho sale,
. Adjullmenll 10 Ihe comparables musl be made 10' special 0' creative linanclng or soleI concessions. No adjuslmenll
lie necessary lor those COlli which are normally paid by selle.. as a ,esull o. Iradllion or law In a morkel areo: Ihoso
COlli ore ,eadlly Idonllllablo Ilnce Ihe sello, paYI Ihose COSII In virtually 011 solos tranSacllons, Spoclal or creotlve
linlnclng IdJullmenl1 can be made to Iho comparable properly by comparisons 10 Iinonclng lerma offered by a third
Plrty Inllilullonll lander thaI II nol already Involved Irr Iha property 0' Iransactlon, Any adjullmonl Ihould nol be
Cllculated on I mochanlcal dollar for dolla, cosl of Ihe linancing 0' concession, bUI Ihe dalla, emounl 01 any adjuslmanl
Ihould app,oKlmale Ihe markel'S roaclion 10 Ihe linanclng or concessions basod onlho approlser'sludgemenl,
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: Tho appraiser's certlllcalion Ihal appoars In Ihe upprolsal report Is
lubJecllo Ihe following condllions:
1. The app,alle, will nol be responllble for mellerl of a legal no lure Ihal effecI ollhe, Ihe properlY being appraised or
Iho lllie 10 iI. The appralsar assumes Ihal tho title Is good and markelabla and, Iherofore, will nol rende, any oplnlonl
Iboullho lille, Tho properly Is appraised on Ihe basis 0111 bolng undor responSible ownership,
2, The oppralse, has provldod a skalch Inlhe approlsol repon 10 show approxlmole dimensions ollhe Improvemems and
Ihe skelch II Included only 10 asslsllhe ,eoder of Ihe ,eport In visualizing Ihe property and underslandlng Ihe eppralser's
dOle,mlnatlon ollIS sl,e,
3, Tho appraise, has oxamlned Ihal available flood maps Ihal are provided by Ihe Federal Emergoncy Managemonl
Agancy (or olhar dala sources) and has nOled In Ihe appraisal repon whelher Iho subiacI slle is localed In an Idemilled
Special Flood Hazard Area, Because Ihe appraiser Is nol a surveyor, he 0' sho makes no guaranlees. expressod or
Implied, regarding this delermlnatlon,
4, The app,aise, will nol give lestlmony 0' eppear In courl bocauso he 0' she made an aplllalsal '"~ the properly In
questloll, unless speclllc arrangemonls 10 do so have been made belorehalld.
6, The appraise, has estlmaled Ihe VAlue 01 Ihe 01 Ihn land In Iho cas I approach Al i1s hlghesl and besl usa and Ihe
Improvemenls atlhel, cOlltrlbulory valuo. Those separalo valuallolls ollhe land alld Improvemollts mUSlllol be used In
conjunction with ani Olho, appraisal and Aro Invalid If Ihey are so used.
6. Tha appro Iso, has nOlod In Ihe appraisal reporl any Adverse conditions lsuch as needed repairs, depreciation, the
presence of hazardous wastes, 10xlc substances, ute.) ouscrvod durino tho Inspectiun 01 tho subjCl:t property or that ho
or she became aware 01 during tho 1I0rmal research Involved III performing Ihe appraisal. Unless otherwise slaled III Ihe
appraisal report. tho appraiser has no knowledge of any hidden or unapparent condilions 01 tho property or adverso
environmental conditions !including tho presence 01 hnzardous wastos, toxic substances. otc.1 "lilt would maku tllO
proporty more or less valuable, and has assumed thnt thero arc no such cUluJitiolls and makus no guarantees or
warranties, expressed or Implied. regarding tho condillon of tho propClIV. Thu appraiser will nol bo responsible tor any
such cOlldillons thai do exlsl 0' lor allY ellgllluurlllg or lestlng Iholmluhl be rUllulrud 10 discover whetllU' such cOlldltlons
axlsl, Because Ihe appraise, Is nol an experl In the fluid 01 envirolUllenlal halards, Ihe appr.'sol reporl must nol be
considered as an envlronmenlal assessmunl of Ihe properly.
7, The appraiser oblalnad Ihe Inlormallon, eSllmales, and opinions Ihal were exwessed In Ihe appraisal roporl from
sources thaI he 0' she considers 10 bo rollablo and believes Ihem 10 be Iruo and correcl. The appraise, does nol assuma
responslbllily 'or Iha accuracy 01 such Items thaI we'e 'urnlshed by olher parties.
8. The app,alse, will nol disclose Ihe conlenlS O. Iho appralsal,eporl except as provided lor In Iho Unllorrn Slandards 01
Prolosslonal Appral,al Practlco.
9. The appraiser has based his or hor appraisal report and valuation conclu5ion lor an npprnlsal that is subjuct to
sallsfactory complcllon, ropalrs, or al1erallons on tho assumption thai complotlon of the lrnl1rovornonts will bo performed
In a workmanlike manne,.
10, The app,alse, musl provide his 0' ho, prlnr wrlllen consenl bollllO Ihe lenderlcllelll specllled Inlho appraisal ,eporl
can dlstrlbule Ihe appraisal ,oporl (1lIcludlng cOllclusion. aboul Ihe property valuo, Iho appraiser's Idelltily alld
professional deslgnallons, and references to any profussional npprnisnl oronnl/l1tions or 11m firm with which tho upprnlser
Is associated) to anyone other than tho borrower; the mortuauee or its successors nnd D5S101\s; tho martuauu insUrtHi
consultantsi profeSSional appraisal c,rOilnilatiolls: any stato or federally approved tillilncial insli1uUoll; or any deparlmont,
agency, or instrumentality 01 the United Status or any statu or tho District of Colul1l11iil; U)u:opt that Ihu lendor/clicnlll1ay
d'sl"bute Ihe propul\y descrlplloll seclion O. Ihe ruperl ollly 10 dala colluCllolI or reportlllg servicelsl withoUI havillg 10
obtain the appraiser's prior written consonl. Thu npprnisnr's wrillull cunsunt .,nd 1I111lrUVilI musl also ho olHDlnud huloro
the appraisal can bu convoyed by anyono to tho public thruugh advmtisino, publiC folilliullS. nows, salus. or othor modia.
Freddie Mac Form 439 6.93
Pauo 1 of 2
Fallnle Mae Form 1004B 6.93
Thl 'DIm ",,,.lplOltIlCW b, UI.'eo:l5,1..ml hll"'''. Cl>lflP,,", IIOO,IIID "21
~ohn H. K,leUII _ . FII. No, SHINDL-2
APPAAISER'S CERTIFICATION: Th~p..lse' certllles Ind eg,eesthaU
1. . INve ,alearched the lubject merket a,el and have solectod e minimum of th,ee recent 10'OS of p,opertles most
1101111' Ind proxlmete to the lubject property for consldoratlon In Ihe sales comparison analysis and have modo 0 dollar
Idlullment whon approp,lole to ,elloctthe morket ,oactlon to those Itoms of slgnlllcant variation, II a slgnlllcant It om In
a c'mperable prope,ty II luperlor to, 0' more favorable than, Ihe subjoct proporty, I have mado a nogatl,o adjuslmont to
,educe the edjustod selel price of the comparablo and, II a slgnlllcantllom In a comporablo p,oporty Is Inforlo, to, or loss
favorable then the subjoct prope,ty. I have made a positive adjustmont 10 Incroase Ihe edjusled salos price of tho
comparabla,
2, I heve tlken Into conslde,atlon the facto,s that have an Impact on value In my developmont 0' the estimate of market
vllue In tho apprallal ,eport, I have not knowingly withheld any slgnlllcanllnlormatlon from the appraisal ,eport and I
balleva, to the bost of my knowledge. that all .tatements and Information In the appral.al ,eport are trua and correct.
3. I Itlted, In the appraisal repo,t, only my own personal, unblesed, and pro'esslonal enalysls, opinions, and
coooluslonl. which are subject only to the contingent and limiting conditions specllled In thll form,
4, I hIve no p,asent 0' p,ospectlve Inlerest In Iho property that Is the subjoct of this ,oport, and I hovo no presont or
p,olPectlve pe,sonallnterest 0' bias with respect 10 the participants In Ihe transaction. I did not base. eltho, po,tlelly or
completely, my analYlls Indlor the estimate 0' mlrket value In the appraisal ,eport on the race, cola" ,ellglon, lex,
hlndlclP. flmlllol etatuI. 0' nellonal origin 0' either the p,ospectlve owners 0' occupents of Ihe lublect property or of
the prelent owne.. 0' occupants of the properties In the vicinity of the subject property,
6. I heva no p,e.ent 0' contemplated future Interest In the subject property, and nelthe, my current or future
employment. no' my compensation fo, pe,formlng this appraise I. Is contlngenl on Ihe appralsod value of the property.
0, I was not ,equl,ed to ,epo,t a predete,mlned value 0' direction In value thet favor. tho causo of the cllont or any
,ellted plrty, thl amount of the value e.tlmate. the anelnment of a speclllc ,esult, 0' the occurrence of a subsequont
event In orde, to ,ecelve my compensation andlo, employment fo, porformlng the appraisal, 1 did not base Ihe app,alsll
"POrt on 1 'Iquasted minimum vllul\lon, 1 speollla valua\lon, or tho need to approve a apeclllo morlgauo loan,
7, I perfo,med Ihls app,elsal In conformity with the Unllorm Standards 01 Profosslonel App,olsel P,actlce thet were
adopted and promulgeted by the Appraisal Slandords Boerd of Tha App,alsal Foundation and that were In place as of the
e"ectlve date of this appraise I, wllh Ihe exception of the doparture provision of thoso Standord., which doel not apply.
I Icknowledge that an estimate 0' a rea.oneble tlmo for e.posu,e In the open morkot I. a condition In tho dollnltlon 0'
mo,kot value and tho o.tlmate I developed I. consistent with tho merkotlng time nOlod In tho nOlghborhood section of
thll ,epo,t, unlo.. I have otherwl.o ..aled In the ,oconclllollon .ecllon.
8, I have pe,sonolly Inspocted the Into rio, end e.lo,lo, erea. of the subjecl property end tho exterlo, 0' oil p,opo,tlos
listed aa comporablos In the opp,al.el report, I further certlly that I have noted any apparent or known adverse
conditions In tho subject Imp,ovements, on the subject site. or on any slto within the Immediate vlclnltv of Ihe subject
p,opertv of which I am aware and have mado adjuslmonts for thoso advorso conditions In mV analvsls 01 Iho proportv
valua to tho extont that I had markol evldonco to support Ihom, I havo also commenled aboul the e"ect of tho adverse
condition. on the marketabllltv of tho subjoct property.
9, I pe,.onally pre porod ell conclusions and opinions about Iho ,eal osleto that wore sot forth In tho appraisal report. III
relied on slgnlllcant p,ofesslonal asslstanco from any Individual 0' Individuals In tho pe,'ormance 01 tho appraisal or tho
preparation of the appraisal report. I have named .uch Indivldualls) and disclosed the speclllc tasks perfo,med by thom In
the ,econclllatlon section of this appraisal ,eport, I cortily that any Individual so named Is qualillod to porlorm tho tasks,
I have not authorized anyone to mako e chenge to env Itom In tho ,eport; therefore, II an unauthorlzod chango Is mado to
the appraisal ,oport. I will take no responsibility 'or It,
SUPERVISORY APPRAISER'S CERTIFICATION: II" suporvls",v apprelse, signed Ihe apprelsel ,epo,t, he or .he
certlllos and agrees that: I dlrectlv supervlso the appr~, <OJ prepared tho appraisal ,eport, havo rev lowed tho
eppralsal repo,t, agree wllh Ihe stalements and conclusioll' 'ho appraise" agroo 10 be bound bV Iha apprelser's
certlllcatlons numbered 4 Ih,ough 7 above, and am taking lull ,.ibIIiIV for tho appraisal and Ihe app,alsal ,eport,
ADDRESS OF PROPERTY APPRAISED: 707 Hummel Avenue Lemoyne. PA '7043
SUPERVISORY APPRAISER (onlV If required):
Slgnatu,e:
Name:
Oste Signed'
State Ce,ti cation .:
0' State License .: RL-0005A6-L
Slate: PA
E.pl,ellon Olle of CorllflcBlIon or License: 6/30/95
Signature:
Name:
Dale Signed:
Stale Certlllcation .:
0' State License .:
Sleto:
E>>cplration Oato of Cerlificalion or licenso:
o Old 0 Old Not Inspect P,opertv
F,eddle Mac Form 439 0-93 Page 2 of 2 Fannie Mae Form 1004B 8-93
Ttw 'OIm..... ,,,,,,oclllClod b, U,..IM I,....nt hI.".. Compen, 11001 lIto,un
R(V.. llOS EX. (4.181
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r"OMMONWEAL TH OF PE,.N5YLVANIA
INHERITANCE TAk RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
PATRICIA A. SHINDlER
(All property jolnUy-owo'" with RighI 0' Survlvo'lhlp mU'1 be dl.clo.... on Sch"'ul. f,)
ITEM
NO.
-1994-19940867
DESCRIPTION
VALUE AT DATE
OF DEATH
1 HErr' LIFE TAX FREE FUND A
2 HErr' LIFE CAPITAL APPREC FUND A, 2594.689 UNI'IS AT $9.68
3 OOlDNIAL FEDERAL SEe FUND, 10.04 UNI'IS AT $65.2532
4 SMUll BARNEY ACCOUNI', SEE SCHEDULE ATI'ACHED, LISTING cnIPOSITION
OF ACalUNl', WI'I1I PRICES.
5 JMB INcc:ME PROPERI'IES, 5 UNI'IS, AT $760.
6 ML MEDIA PARmERS, 10 UNITS, AT $950
7
15,349.32
25,116.59
655.14
430,062.40
3,800.00
9,500.00
8,440.00
OXFORD TAX EXEMPI' FUND, 10 UNITS AT $844
8 CAPITAL REAIJI"{ INVESTORS TRUsr 10 UNI'IS, AT $50.
9 SIT MUIUAL FUND
500.00
11,038.10
2,320.00
10 MRI-2, 10 UNI'IS, AT $232
TOTAL (Also onlor on Uno 2, Rocs ltulsllon
(It maio spoco Is noodod, Insort addlllonaJ shools olsamo SilO,)
$
506 781.55
PAl5031 NT' ""
COPyright FOlml %11111......'. Only, tn4 N.lto.lnt. NI4PAO"
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r-,
SOlEIXJLE B
S'lOCK5 AND IlOODS
ITEM to. 4
r
1 SMITH B MONEY MKT 1 22305.07 22305.07
2 AMER TEL TeL 54 100 5400
3 AMER CONSOL G 8.5 2 17
.. APPLE COMPUTE 33.89 100 3369
5 BOEING 43.25 200 8650
6 BRISTOL MYERS 57.375 100 5737.5
7 COMM SAVNGS E 15.125 300 4537.5
8 CORESTATES 26.625 ..00 10650
9 GEN ELECTRIC 48.125 200 9625
10 HARRIS SAVINGS 17 500 8500
11 HERSHEY FOOO~ 45 200 9000
12 IMMUCOR INC. 6.75 500 3375
13 JOHNSON JOHNS 51.75 100 5175 I
14 MERCK & CO 35.625 200 7125
15 MOTOROLA 52.75 400 21100 I
16 UTS MUNICIPAL 561.67 34 19103.58 I
17 PNC BANK 25.675 400 10350
18 PEPSICO 33.125 400 13250 I
19 20TH CENT INOS 12.75 500 6375
20 WALMART STORI 23.375 200 4675
21 SO LEHIGH SCH I 1.01497 20000 20299.4
22 lANC PA HIGH E[ 1.01634 25000 25408.5
23 NORTHERN LEHIC 1.02231 10000 10223.1
24 WEST SHORE PA 1.03583 10000 10358,3
25 DAUPH ClY GEN 1.00304 20000 20060.8
26 PHILA GAS WKS I 1.03893 10000 10389.3
27 BUCKS Cly AUTJo 1.06085 10000 10608.5
28 lANC CTY HOSP 1.06068 10000 10606.8
29 DAUPHIN CTY AU 1.1366 10000 11368
30 EAST PENNS SC~ 0.98666 5000 "933.3
31 CEN DAUPH SCH 0.53329 60000 31997,4
32 DAUPHIN CTY HC 1.09229 10000 10922.9
33 SWATARA lWP /l 1.00082 5000 11004.1
34 MONTG Cly ED P 1.01 15000 15050
35 DAUPHIN CTY GE 1.00303 20000 20080.6
38 PHILA LUTH 0.7 25000 17500
37 AlLEGH Cly RE\ 1.07"77 10000 107"7.7
38 PHILA GAS WKS REV 1.11162 10000 11116,2
BERKS Cly MUN AUTH 1.01797 5000 5089.85
.
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01 STATE STREET RESE~GtI
4 SHAREHOLDER SERVICES
January 5, 1995
METLIFE SECURITIES INC
ATTN: REPRESENTATIVE MC LAUGHLIN
3913 HARTZDALE DR STE 1300
CAMP HILL PA 17011-7845
Reference: 8022686.7
METLIFE-STATE STREET FAMILY OF FUNDS
STATE STREET BANK AND TRUST CO
CUST FOR THE IRA OF
PATRICIA A SHINDLER
Dear Representative McLaughlin:
I am writing, as requested, to provide the following information
concerning the above referenced account as of the close of
business on september 30, 1994.
Account Number
# of Shares
Net Asset Value
Dollar Value
522-5220012586
531-5310000428
514-5140004639
2,594.689
1,846.118
1,993.418
$ 9.68
$11.77
$ 7.70
$25,116.59
$21,728.81
$15,349.32
Please note that as the Net Asset Value (NAV) per share changes
daily, the dollar value of the account will change daily.
I hope that this information is helpful. Should you have any
questions regarding any of the above information, please do not
hesitate to contact our Client service Center at (800) 562-0032.
. SinCQ~, J-1U
~ Granr-v'
Investor Service Representative
'"
".0. .OK ...0. . _aaTON. MA 0........0.
"HON_ ,..oo.....oo~.
~ Merrill Lynch
S!!phen 0, Brindle
r:'f P,e.ldlnt
Private CUent Group
P.Q, Box810
214 Senate Avenue
Camp HUt. Pennaylvanla17011
711875 4639
800 937 0735
reb~uary 28, 1"5
Robert c. spit.er, P.C,
701 Korth Second st~.et
..0. aox 12087
Ha~ri.burg, PA 17108
Rea Mr.. Patdcia A. Shindlor
Dea~ Mr. spitle~r
Per you~ tolephano convorsationB with ste.e arindle aDd
my.olf, the following are tho aCCoUDt value. you reque.ted, ..
of ala.e of bu.ine.., Sept.mbe~ 30, 199'.
872-31688
Mr.. patricia A. Shindler a
~B~ur!ty Dag~rlptian
pUAtl~lt:.y
10 Oxfar4 ~ax I!lxelllpt: Fd L' 85
10 NL Nadia 'a~tner. LP 86
10 MaX BusinoBs Prop rd n LP 84
10 c.pital Realty IDV.trB IX LP 83
5 .nca Income prop L'tD X LP 83
65.2532 colonial Fedoral Scour Fd Cl A
pdoe per ~ot.l ValuG
shar. .. af gJ!o/g4
.
If A 'A
950.00 . '500.00
KA 'A
'A .A
7110,OO . 3800.00
10,0' . 155.16
~O '')';; 111.1.?t'(1 ,.t. ...-PPIS[lIJ"'; PH
-.
P.3/4
. . ~ Merrill Lynch
r'\
/
172-:161"
.. 'at~lg1. A, and Dr. Robart Sh1ndler ATBBE
guallf:lit.,
Tot:.l Value
.. of QJ~O/D'
.
. 9595.50
. 9760,50
.A IIA
760.00 . 3800.00
1.00 . 7069,00
10000 :Lana..ta PA 6C1h Dbt:
11.60' 11 5/0S
10000 :LaDa..tar P 6C1h Dht
11/110' 11/15 06
10 Delphi P11m As CIa IIX :LP 84
II 83
172"701011
gU.Il~lty .riClIa Per Total Value
ShAr. All of 9/30 194t
. .
1000 Tlgr Sad.. 18 8/15/98 7'.128 . &090.34
200 ...r. 8, II' 25.25 . 15050.00
2 r,P U . 1676.00
1164, :107 Fd IDe Cl A . 2335.95
858.178 FeS IDe Cl A . 4955.73
a6 . 365.5&
116.7253 Federal Secur FeS Cl A $ 1151.84
U8,7242 Hlth.Sciences ~r 01 A 30,36 . 9069.27
tl~emDDt Reserves Hny Mkt: FeS 1.00 $ 2226.81
--.. ...- -- .... ".-
- ' -
A-~"'.. 0-'-.-- .'':t=>- !......~'II.L. ,..,...,.,,1:>DI..Jt\u rM
. ~~ /'"\
, _;.' ~ Merrill Lynch .
,
1."''''
,-.,
812-31111
Mr.. p.triaia A. Shindler elr Darrlak W. Ibin41er UGMa/PA
gU.n~l~r
..~urltv D.gnrlp~iaD
pria. ..r
~h.re
~ot.l Value
.. a' 1/30/.,
. .
1
MHI BUllness prop rd LTD III LP IS
SA
la
Mr ao~puter 41d Dot provide values for tbose ll~ite4 p.rtnerabipa
listed above wltb SA in tbe priae and value fie141, I will nee4 to
aontaat tbe general partners to requost . valuatloD. If you b.ve
already reo.iV.d value. for any of tho.e p.rtner.bip., pl.... let
IDe know.
If you bav. any que.tlon. or require additional Information,
pl.... aall.
sinaer.ly,
cJ..N.. H~'~
Lori S. Hoffe41ta
Regl.t.red Senior
Admlnl.tratlve ..ai.tent
--
- . - - - ---- ~.. ..... lO.'C 'Cll. llb ...._ J
'O'nitacl Statlls .Postal Servi... "".."~ve..~.........a.s v...a t:b.e
ML ~dia Partners6.P.
WORLD "IN^NCI^L CENTER' SOUllt TOWER' NEW YORK. NY 10080-6123
1-800-288-3694' TEI.ECOPY 212-236-7360
January 30, 1995
Mr, Robert C, Spitzer, P.C,
701 North Second Street
PO Box 12087
Harrisburg, P A 171 08
RE: ML MEDIA PARTNERS. L.P.
PATRICIA A SIIINDLER
1714 OLMSTED WAY
CAMP HILL PA 17011
MERRILL LYNCH AIC 11872-31688
SSN 176-26-0687
TEN (10) UNITS
Dear Mr, Spitzer:
We are writing in response to your leller of January 6, .1995 concerning Patricia A.
Shindler's investment in ML Media Partners, L.P, (the "Partnership"),
The Partnership does not issue certificates; proof of ownership is held on the books and
records ofthe Partnership. We wish to confirm that Patricia A, Shindler owns ten (10)
units in her single name that was purchBsed on March 5, 1986.
The interesls in the Partnership are not traded in an eSlablished secondary market and thus
there is no current market value, In addition. while the Partnership calculates its net asset
value ("NA V") every quarter, and provides it to limited partners in its Reports to
Investors, the value oflhe Partnership's debt and equity investments cannot be fully
realized until such investments are liquidated.
This letter addresses two valuations available 10 Limited Partners: (I) the NA V per unit
provided by the Partnership; and (ii) a valuation provided to Merrill Lynch by an
independent valuation seIVice; this valuation is reported to Merrill Lynch clients on their
account statements.
NET ASSET VALUE
For Ihe past two years. the Partnership's General Partner has provided an estimate of the
net asset value ofthe Partnership's units. At the end ofthe third quarter of 1994, the
~&PIltnctS. LP.1s I Dcllw"", limIted plllncl1hlp orwhlch Mcdll Monq,mcnl Partncrlls the Gcncnl PII1nc"
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Mr. Robell C. Spitzer, P.C.
January 30. 1995
Page 2
Merrill Lynch statements continued to show the estimated NA V ofthe Partnership as
$950 per $1.000 unit,
("
Based upon the Partnership's recent agreement to sell all of the California Cable Systems
and improved market conditions for the Partnership's radio and television properties, the
General Partner's NA V oflhe Partnership units has been raised to $1,025 per $1,000 unit,
This estimated NAVis, in large part, contingent upon the consummation of the California
Cable System sale and the ultimate sales price obtained, The sales price is dependent on
the operBting cash flow of the syslems for the 12-month period prior to closing and there
II/'C numerous condilions to closing Ihe sale of California Cable. Therefore, there can be
no assurances that the sale will be consummated on the tenns contemplated by the Asset
Purchase Agreement. The valuation may also be affecled by the proceeds ultimately
realized from the intended sale ofWREX-TV and KATC-TV, as well as the proceeds
realized from the eventual sale oflhe Partnership's other media properties,
~
INDEPENDENT V ALVA TION
Merrill Lynch, Pierce, Fenner & Smilh Inc. ("Merrill Lynch") has contracted with
independent valualion services to provide estimaled values for limited partnerships
reported on their clients' year-end account statements. These eSlimates of value are based
on financial and other infonnation available to the services on Ihe prior August 15th. The
valuation methodology employed by the independent valualion services to detennine their
estimates of value considers various faclors in addilion to Ihe Partnership's NA V,
The valuation process used by the services for limited partnership investments generally
involves two steps: (I) eSlimating the overall value of the limited partnership entity; and
then, (2) detennining the value ofindividuallimited partnership interes(s by applying a
discount to the NA V or overall value computed in step (I) to reflect a variety offaclors
influencing the likely value of limited partnership interesls, such as illiquidity, lack of
control, anticipated liquidation time horizon, amount and frequency of cash distribulions,
etc, The weight given to each of these factors in deriving valualion estimates may vary
among valuation services, but is generally determined by the characteristics of the
partnership. market conditions and other factors thai the valuation services may deem
appropriate. Valuations of limited partnership inlerests by the independent valualion
services that are used in filing federal income tax relurns musl generally comply with
guidelines issued by the Internal Revenue Service (including Revenue Ruling 59-60 and
68-609), and Ihe Employee Retirement Income Security Act of 1974 ("ERISA"), where
applicable.
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.
~
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Mr. Robert C, Spitzer, P.C,
January 30, 1995
Page 3
Please refer to Patricia Shindler's most recent Merrill Lynch account statement for the
estimated value of Partnership Units, as provided to Merrill Lynch by the Independent
valuation service, The estimated value reported may be subject to specific assumptions,
limitations and qualifications employed by the independent valuation service and is based
on infonnation and market conditions at a specific date. In addition, should you wish to
receive a written valuation report for a fee, you may write to the service at Erisa Valuation
Associates, 417 Los Verdes Drive, Santa Barbara, CA 93111, Att: John O'Scanlon,
Please contact Steven Brindle at the Merrill Lynch HBrrisbur~ office on 717-975-4600 to
transfer ownership to Patricia Shindler's estate or beneficiary.
We hope this infonnation proves helpful. Should you have further questions, please
contact our Inveslor Services Information Center at 1-800-288-3694,
Sincerely,
~ .,'X )r;('1~'/J.' 'U
Vtt.},,,.L / .
,
Susan M. Klngsepp
Supervisor
Investor Communications
cc: Stephen Brindle, Merrill Lynch
HN872
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OXFORD
P.O. Box 7090
Troy. MI 48007.7090
(BID) 614.4550
Inv..tor Service.
January 10, 1995
(301) 961-3551
Robert C. Spitzer, P,C.
701 North Second Street
P.O. Box 12087
Harrisburg, PA 17108
RE: Oxford Tax Exempt Fund LImited Partnershlp ("OTEF")
Ownershlp of 10 Beneficial Assignee Certificates ("BACs") by
Patricia A. Shlndler (SSN: 176-26-0687)
Dear Mr. Spitzer:
Thank you for your leller of January 6, 1995 In whlch you requested Infonnation about the
Investment owned by your late client In Oxford Tax Exempt Fund Limited Partnershlp, The
Partnership has not received official notification of Mrs. Shindler's death, nor any documents
authorizing Dr, Shindler as Executor ofMrs, Shindler's will.
--
Admission into Parlnenbip
Our records rellect that Patricia A, Shindler individually purchased 10 BACs of OTEF for a one-
time cost ofS10,OOO, and was admitted into the Partnershlp on October 30, 1985, Ms, Shlndler's
ownership Interest in OTEF is .0032667%,
Federally, tax-exempt distributions are paid directly Into MerriO Lynch account number 872-
31688 on the 15th ofFebnllllY, May, August, and November of each year. From February,1986
through November 1994, Mrs, Shindler received approximately $4,900 In tax-exempt cash
distributions, Return of principal is dependent upon proceeds achleved at the time of sale or
refinancing of the underlying properties, or liquidation of the bonds.
Valuation
At the present time,a valuation of this investment is not available, During 1991 and 1992, the
Managing General Partner ofOTEF had estimated the net current value ofOTEFs assets to be
approximately $844 per BAC based on a discounted cash lIow methodology, However. that
estimale should no longer be used. As reported to OTEF BAC Holders, the Managing General
Partner has detennlned that il is not presenlly in a position to provide an estimate of the value of
the Beneficial Assignee Certificates due to uncertainties created by proposed changes in the
federal income tax law, During calendar year 1993, OTEF distributed $44.07 per BAC,
representing an aMuallzed, federally tax-exempt return of4.41% on the original cost ofSl,OOO
per BAC. For 1994, OTEF distributed $ 11,25 per BAC per quarter, whlch represents an
BMuallzed, federally tax-exempt return of 4,5%,
,
,
"
~
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Robert C. Spitzer, P,C,
Page 2
OTEF is not listed on any securities exchange and, as a result, a fair market value Is not rcadUy
available, There is no active trading market for the BACs, and the prices at which BAC. arc
transferred from time to time do not, in the opinion of the Managing General Partner, reflect the
fair value for OTEFs assels. Accordingly, we recommend that you refer to generally accepted
methods of valuation as described by the ms in Internal Revenue Ruling 59-60, or consult a tax
advisor to assist you in arriving at a fair market value for the interest. Regarding an estate
valuation, ms examiners also use Announcement 92-182 to detcnnlne whether a pension plan's
valuation of non-traded securities such as partnership interests compiles with ERISA
requirements,
Secondary Market
Although there Is no active trading market for the BACs, BAC Holders who have a relationship
with Merrill Lynch or other secondary IInns may contact them for infonnation regarding potential
buyers should the BACs not be able to be held untU maturity.
Transfer or Ownership
If tho Estate wishes to transfer ownership, please send a written request to our transfer agent,
MMS Escrow and Transfer Agency, Inc., P,O. Box 7090, Troy, MI 48007-7090, and transfer
documents will be forwarded to Ihe Estate.
OTEF Annual and Quarterly Reports
Enclosed Is a copy of the September 30, 1989 Quarterly Report and Infonnation Statement,
which provides an excellent overview ofOTEF and the Restructuring Plan that was completed in
1989; and a copy of the 1993 Annual Report.
A copy of the original data page is also enclosed, as requested,
Do not hesitate to contact me if you have further questions.
Sincerely,
OXFORD INVESTOR SERVICES
~l~}\j C rh)/',-,,-1:
,
Susan E, Horst
Investor Communications Representative
Enclosures
cc: Robert M, Cummings, Merrill Lynch, Camp Hill, PeMsylvanla (wilhout enclosures)
Robert L. Shindler, M,D,
. .
.
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Norwesl Bank Minnesota, N.A.
Mulual Fund Services - Transf" Agenl
733 Marquelle Avenue
Minneapolis, Mlnnesola 55479-0040
......
.....
_Sf'DANKS
.....
......
March 16, 1995
patricia A Shindler
Law Office of Robert C Spitzer, P,C.
701 North Second Street
PO Bolt 12087
Harrisburg P A 171 08
Re:Acct#47010147875
Dear Mr. Spitzer:
This leller is in response to your signature guaranteed letter of instructions requesting
infonnation regarding the above-mentioned account registered to Patricia A Shindler.
Enclosed you will find a copy of the application from Ms. Shindler as you requested. It shows
that she is the only owner of this account. As for the infonnation your requested: the date of
creation of this account is March 23, 1993 and the value of this account as of September 30,
1994 is $11,038,10,
-
~P'
If you have any further questions on this maller, please call a Shareholder Service
Representative at 1(800} 626-4836, Thank you.
Sincerely,
'-R.n1~()-
Ro;ronnll M Deaudo
Mutual Funds Specialist
Shareholder Services Representative
AR:nnb
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.
.
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NOTICE
Enclosed Is Form 1099.8 (Proceeds from Broker and I
reflecting the tender of your units to DeForest Ventures.
withheld, the amount will be Indicated in BolC 114 (Federal I
consult with your tax advisor regarding the proper procedu
these funds. In general, upon the filing of an individual it
withheld may be claimed as taxes paid In 1994, if Included 01
or line S4 on Form 1040.
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ACCOUNT *, 724-02460
PC, GARY KEPHART
QUANTITY
J.Z.3oS .
, .
100
2
100
200
100
300
400
200
500
200
!l00
100
200
400
34
400
SMITH BARNEY INC.
PAGE 1
ACCOUN~ POSITIONS
AS OF CJIJ{1/94
MRS.PATRICIA A.SHINDLER
1714 OLMSTEAD WAY
CAMP HILL PA 17011-0458
SECURITY DESCRIPTION
SMITH BARNEY MONEY FUNDS INC
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AT&T CORP
AMERICAN CONSOLIDATED GROWTH
APPLE COMPUTER INC
BOEING CO
BRISTOL MYERS SQUIBB CO
COMMONWEALTH SAVINGS BANK
CORESTATES FIN'I. CORP
GENERAL ELECTRIC CO
HARRIS SAVINGS BANK
HERSHEY FOODS CORP
IMMUCOR INC
JOHNSON & JOHNSON
MERCK & CO INC
MOTOROLA INC DE
UTS MUNICIPAL SECS TR * 34 S
MULTIST PA MULTIPORT S/ANNI.
P N C BANK CORP
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DEe 28 '94 04153PI1 SI1ITH BARIIEY SHEHRSO
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FCI GAIl.Y KEPHART
QUANTITY
400
SOD
200
20,000
25,000
10,000
10,000
SMITH BARNEY INC.
ACCOUNT POSITIONS
AS OF 12/27/94
MRS.PATRICIA A,SHINDLER
SECURl'lY DESCRIPTION
PEPSICO INC
20TH CENTURY INDS-NEW-CALIF-
WAL-MART STORES INC NEW
SOUTHERN LEHIGH PA SCH DIST
-REG-UT MBIA BANK QUALIFIED
DTD 3/15/90 PREREFUNDED
7,00 03/01/1995 P/R@
843279CZ10RO 09/01/2009 MAT
LANCASTER PA HIGHER ED AUT"
COLLEGE RV FRANKLIN&MARSHALL
COLLEGE PJ MBIA-REG-DT5/1S/88
7,625 04/15/1995 P/R@
51432BBU60RO 04/15/2006 MAT
NORTHERN LEHIGH PA seH DIST
AMBAC BANK QUAL REGD
DTD 7/15/90 PREREFUND~D
7,00 09/01/1995 P/R@
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PRICE
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PAGE 3
ACCOUNT .: 724-02460
Fe: GARY REPHART
ACCOUNT POSITIONS
AS OF 12/27/94
MRS,PATRICIA A,SHINDLER
QUANTITY SECURI'IY DESCRIPTION PRICE MARKET VALUE
W~ RV UTD METH HM AGING ~1Jt-
L/C BK SCOTLD-RG D6/1/91 PREF
7,2S 06/01/1996 P/R@ 100.00
9SS815AJ40RO 06/01/2011 MAT
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11TH SER C AMBAC-REG-
DTD 1/1/89 F/C 1/1/90
6.70 01/01/1997
10,000 BUCKS CNTY PA WTR & SWR AUTH jOb.Og;5 /9 ,.boe >' 0
REV COLLECTION SWR SYS FGIC LT
REG DTD 12/1/89 PREREFUNDED
6.875 12/01/1997 P/R@ 100,00
118673TN20RO 12/01/2013 MAT
10,000 LANCASTER CO PA HOSP AUTH REV I (j b, 06'i1 .I (J .~06. fo
HEALTH CTR-MASONIC HOMES PROJ
AMBAC-REG-OID-D10/l/89PREREF
6.50 10/01/1999 P/R@ 100.00
S14045HF30RO 10/01/2020 MAT
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PAGE 4
ACCOUNT II 724-02460
FC: GARY REPHART
ACCOUNT POSITIONS
AS OF 12/27/1)4
MRS,PATRICIA A.SHINDL~R
QUANTITY SECURITY DESCRIPTION PRICE MARKET VAL\lE
CTR REV TRESSLER LUTHERAN SVC
PJ-A-RG-L/C YASUDA D2/1/91PREF
7.70 01/01/2001 P/R' 102.00
23825CAMOORO 01/01/2016 MAT
5,000 EAST PENNSBORO TWP PA SCH DIST '98.l:.Gb __ t..-f', 9.3 3, ~c)
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AMSAe INSD -O-CPN CiA 7.4\
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06/01/2005
10,000 DAUPHIN CO PA HOSP AU HSP REV /CC,.z.z.9 . /.0 '1~.?O
REF-HARRISBURG HOSP-'aK ENTRY
MSIA-DTD 11/1/87 CALLABLE
8.125 07/01/2007
5,000 SWATARA TWP AUTH PA TREATMENT /.{JO.~Og Z. .5, GOV~~I ()
PLT REV DTD 5/1/71
6,50 01/01/2011
5,000 MONTGOMERY CNTY PA HGHR ED&HLT /0/;00 5-./(ill}; 00
AU HSP SACRD HEART HSP NRRSTWN
** HORE ..
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SMITH BARNEY INC.
PAGE 5
ACCOUNT #: 724-02460
rc: GARY KEPHART
ACCOUNT POSITIONS
AS OF 12/27/94
MRS,PATRICIA A.SHINDLER
.
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QUANTITY SECURITY DESCRIPTION PRICE MARKET VALUE
A-BIGI-REGD DTD 2/1/87
6,80 02/01/2013
25,000 PHILADELPHIA PA AU IDR LUTHRN ..7Cr,OC<O 17.~OO.(tD"
RET HOMES REPLACMNT BD VAR RT
5%T01997-RG-A-DT 1/1/90 CBLE
5,00 01/01/2017
10,000 ALLEGHENY CO PA ARPT REV GTR 1 07. '4'77 IO,7'f?''f(J.
PITTSBURGH INTL ARPT SR-D FGIC
OlD AMT REG DTD7/1/aaFC/1/1/89
7.75 01/01/2019
10,000 PHILADELPHIA PA GAS WRKS REV IN" It, 2.- I/. N ,~. Z:~
12TH SER-B-MBIA INS-REG-PRIOR . , .
OPT CA-ESC TO MTY-DT6/15/90
7.00 05/15/2020
5,000 BERKS CNTY PA MUN AUTH REV SR I (J,l/;?!? .~ Of '1. ,.JS
MTG PHOEBE BERKS HLTH CTR REG ,
DTD 4/15/91 CALLABLE
8.75 05/15/2021 ~. Q6o,g:o
'''l.O. 000 'DA\JPH,',;J 7;?tJ'T"I C~IJ AlJff -I<'/fS' /00.30'1
[f, IS .J '1 %.ot(. PV'r 12. ~ <; Ii
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2-0,000 ~~\lPJ.l/I\\ C-hv'iif"Y C,,6:(lJ AUTlI /00.30:'
[r,ZO o'b l 17]'U'b ruT n/lhv . z:.o', 060.60
. VALUE DOES NOT INCLUDE U/IlPRICEO SECURITIES,
THIS INFORMATlOt. IS IIEING PFlOVIOED AT YOUR REQUEST AND OOES NOT REPLACE OR SUPERSEDE YOUR SMITH BARNEY INC, CUSTOMER
STATEMENT. THIS INFORMATION IS liMED UPON THE MAAKIIT VALUE OF YOUR ACCOUNT AS OF THE CLO~I! OF BUSINESS AND IB SUBJEOT
TO DAILY MARKET FLUCTUATION.
THE lNFOTI1.\i>,'iiON \,;;r.EIN H.\S nF.EN
OUT/..tN:v r-!t()lt~ st'u,\~~~~ \\'i} PHmv~
TO ,- '['" r'" "11- r.' "")'1' ~
11' Ii ....,A.....~. II I .'~., 1',1.. 1.,~,I,.\ito\HH~
:1':; /'.((UR \t.), Ui~ ('l.\I/~:~l~TH"i'S!i,
Lf-30' ~bL~O
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SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
.'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PATRICIA A. SHINDlER
8o,*,ull C-l or 0-2 mull be l\1IOhltd for _ bulln.11 In....l of lh. -
ITEM
NO.
Plollo Prlnl 0' T 0
olh., 11110 .
FlU! NUMBER
-1994-19940867
rfllorehl
VALUE AT
DATI! OF DEATH
DESCRIPTION
1 OPI'ICAL BOl1I'I(lUE-SOLE PROPRIErrORSHIP
(a) See attached letters fran Leon R. Walter, CPA dated
June 2, 1995 and undated lotter, oopios attached.
(b) See also copy of letter dated June 13, 1995 transmitting
directly to the Depart:m3nt of Revenue detailed information
concerning the valuation.
65,234.00
TOTAL (AI.o onlo, on IIno 3, Roco lIulotlon) $
(II molO spaco 19 noodod,lnsort oddillonal shoots 01 BOrno slzo.)
65 234.00
PA15041 NTF 1213
CnPVlIght FUfml SoItWI'. Onlv. tlliC Nllto,lne. N94PAo"t
'//'I'~
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PENN!ivt.VANIA lNSflrutf.
Of
Cr.HnFlFO PUBlJC ACCOONrANTS
.
,
Mtt"'-" III
AMERICAN lNaTlTUTf.
Of
..CERMED PUlILIC ACCOUNTANTS
LEON R. WALTER
CERTIFIED PUBLIC ACCOUNTANT
304 Sharon Drive
New Cumberland. Pennsylvania 17070
Telephone: (717) 938.1569
.,
June 2. 1995
ESTATE OF PATRICIA A. SHINDLER
C/O Robert L, Shindler. Executor
1714 Olmsted Way
Camp Hill, PA 17011
Dsar Dr, Shindler I
In accordance with your request, I have valued the proprietorship known
as "Optical Boutique" owned by Patricia A. Shindler at the date of her death.
September 30. 1994. ae of that date,
In my opinion. based upon the information available to me. the fair market
of the Optical Boutique at September 30. 1994 was $65.234.
This opinion is based upon the adjusted net asset vs1ue of the business.
before discount or premium. the most reliable indicator of value under the
circumstances.
Supporting data reviewed for purpoees of this opinion an attached.
Very truly yours.
~R~~
Leon R. Walter
Certified Public Accountant
. -....--
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,.,..,.,UCAN lNSlInm:
Of'
cunrno AJAUC ACCOUNTANTS
LEON R. WALTER
CERTIFIED PUBLIC ACCOUNTANT
304 Sharon Drive
New Cumberland, Pennsylvania 17070
Telephone: (717) 938.1569
""""_.1.1
ftNNSVlVANIA IrftTl111fI
Of
CF.HnrIFPPUBltc ACCOUNfAN'S
To the Estate of Patricia A. Shindler
The Optical Boutique, A Proprietorship
1524 Cedar Cliff Drive
Camp Hill, PA 17011
If you hnve nny questions or comments regarding this valulItion do not hesitnte to contnct
The valuation of n closely held business Is n difficult tnsk In that the factors Inlroduced in
the calculation fonnula arc subjective and slanted toward the bins of the individual making the
calculation, In addition. the business Is of such n na(urt thnt comparable data and slatistics nre
difficult to find. I have made every effort (0 make an equitable calculation for estate valuation
purposed taking Into consideration the provisions of Internal Revenue Ruling 59-60,
Based on my calculation the full value of The Optical Boutique as of Seplember 30. 1994
is Bpproximately $65,234, To calculate the above valuation I considered the following faclors:
I. The specialized nature of the business and the history of the enterprise.
2. The economic outlook in general and the condition and outlook of the specific industry
in particular,
, 3. The book value ofthe company and the financial condition of the business,
4. The earnings capacity of the company,
5, The dividend paying capacity of the company as ifit were incorporated.
6, The goodwill or intangible value of (he company.
7. The size of the company to be valued,
8, The market price of compnrable companies engaged in same or a similar line of
business,
me,
Respectfully submiUed.
4RJiK
Leon R. Walter
Certified Public Accountant
1"'1
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LAW Ornclt8 or
ROBERT O. SPITZER, P.O.
701 H..RTIt H&VUHU Itnrcwr
ItueT Ornu. "ox \1108'7
.'''"'''.Klntn, PcH"'.YLVAHIA 1710"
T&l..&t'IfONKf (717) 831.7'8UQ
r.uu (717) a:n.7f1011
Jill'" 1.\, 1995
C..nm.lllweithh "I' Pclll"ylvunln
Department ,d' Revenue
BnlCuu "I' IIIdlvlUIL11 Tltx,,"
Departmelll 280601
HlIlli,hurg. PA 17128.0601
Re: Eslitle "I' Pittrlcla A. Shllldler
DcarSinI:
Thls le"er, afltl il. ellelllsures. It,e supplemelll> In Schedule C 10 Ihe luherllJ1l1ce Tax Relllm filed hy
Rohen L. Shindler, ExeCUlnr III' Ihe Eslate of Patricia A, Shindler. dcL'Cu,.ed. File Nil. 2194-0867 (date of death
9/30/94). They relltte 10 Ihe vuluallon III' Decedelll's prnprlellllShlp -- "Optlcnl BOlltl41"'''. aud cOlltaln scllSillve.
prlvnle alld cOllndellllal dnlJ1 relallllg III Ihe hnslll""".
l1le infllnnatllln enclllsed with Ihls leller is L~If..ldcred hy the Eslale tll he cllnfidcllllltl, IIlld therefore is
heing huhmlrled directly III Ihe Dep:lfrnlelllllf Reveuue wilh Ihe re1luL'S1 tlell Ihese dllcllluenrs UIII hecllme part of
Ihe puhllc reLllld relatlng III lhe Eslate. (See IIl'lnletillll' III Schedule C. Fllrnl REV-ISOO),
'I'hc fllllllwlng lnfllnuatllln is suhmilled he,ewilh:
I. B.,lancc Sheel. fllr years ended 12/.11190 tlllough 12/31/93, IIlld for lhe year ended nl date of
r1calh 9/30194.
2. Seh,'dnle C frnm Federltl lucllme Tnx Relllm for 1994, hleludiug Depreclatillllllnd
AIIl"nlzali"n. Fllnn 4562, lIlld Schedule Ihe,el". lllld for Ihe yell's 1993. 1992. 1991 IIlld 1990.
3. "Summury Rep"n", Includillg "Hl'l"rienl Ballmee Sheel". "Adjl"led BaIIlllL'C ShL'CI". "Balance
SIh."Ct Perccnb~~"''. "Hiswricllllncnmc SlntCtllcm", "AdjlL'itcdlncomu Statement", "'ncome
SllIlemellt PerL"nulges". "Key Rntl"s", "Adjl"led Nel Assels". "Dividend Paying Call3cily'',
"Ext.~ss Earnings. Return on Net Assl~rsH, "Excess E.'U1dll~s - Return on Slllcs", HDlsl.'tllIDh:d
Cn.1. FI"w". lllld "Dl.cUlulled Fnlure Enndngs".
If yonl13ve IIllY 4uesli,,11S cuncllmlng Ihl. 'e'lu~st, ur Ihls v:oll.,tlnn. n, Ihe SUP(lOrtlng lIlal~rials. pl~a.e
cunlllcl lhe IUldcrslg,,,,d.
Very lruly yuu,s,
RCS:jal
Enclc"'IIlL'S as Il"ed al>lve
cc: Ruhen L. Shindle,. M.D.
cc: Leun R, Waller. CPA
Ruhert C. Spilll'r
REV-IID7 Utl'-'"
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
PIOBSO Pllnt or T 0
FILE NUMBER
PATRICIA A.
All . oln
ITEM
NO.
SHINDlER
-owned with th. RI hI 01 Survlvo'lhl mUlt b. dllclo..d on Sch.dul. F,
-1994-19940867
DESCRIPTION
VALUE AT
DATE OF DEATH
None
TOTAL Also onlo, on Uno 4. Roc. lIulotlon $
(II moto space Is noodod, Insolt additional shoots 01 same slzo.)
0.00
PAI5071
NTF 1214
Copyright FUlm. Sllllw.t1l Only, "1114 N.lco.lnc. NII4PA071
"
,.Vc_.,
A~V.1'1I' Utll."1
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELlANEOUS
PERSONAL PROPERTY
,-.,
COMMCiwWEALTH OF PENNSYLVANIA
,.. INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PATRICIA A. SHINDlER
All oln -own'" wtth lit. RI 10' Survlvo,.hl mu.1 b. dl.clo.... on Schodul. F
ITEM
NO,
Ple... Prlnl or T 8
FILE NUMBER
-1994-19940867
DESCRIPTIDN
VAlUE AT
DATS OF DeATH
1 PNC CKING 15140223575
40,036.16
26.75
Interest on above item accrued as of decedent's death
2 JE.WELRY *
27,385.00
850.00
3 'mEAmILL
*Values based on insurance replacanent values - See
Aetna Policy No. 233014969
TOTAL (Also enl.. on Uno 5, Roc ilulaUon $
(Mach additional 01/2- "'" .heelsll mOlo .poco I. needed,)
68 297.91
PA15011
HTF 1215
Cop)'t'lghl Fa"". SoU...,. OnIV, 1,M H.lco, Inc:. H,4PAOI1
liNe UlIuk, N.,\.
I'.! I:.! t.uh..h' 1'.\..'
C .11111111111, 1',\ lillll
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PNClRANJl{
January 3, 1995
Robert C. spitzer, P. C.
701 North Second Street
P. O. Box 12087
Harrisburg, PA 17108
RE. Patricia A. Shindler
Date of Death. september 30, 1994
Dear Hr. spitzer.
As per your request for information on accounts the above
referenced decedent held with us, the information is as follows,
ount No. 5140222185 opened 06/01/82 in the name of
ler, patricia A. Shindler. Balance at date of death.
Accrued interest. $ 8.16.
-Checking Account No. 5140223575 opened 10/26/83 in the name of
Patricia A. Shindler. Balance at date of death. $40,036.16.
Acc ued interest, S 26.75.
5140228667 opened 10/05/88 in the name of
Balance at date pf death.
5140499758 opened 07/23/93 in the name of
Balance at date of death.
If I can be of any further aBsistance, please do not heBitate to
contact me at (717) 730-2321.
Sincerely,
c2Lcd '/a.-Vl-'...P
Edith Tancil
Hiscellaneous Services supervisor
Bank Operations
ET/mky
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DESCRIPTION
JEI~ELR'f
1) LADIES 14 KT, HHITE GOLD CLUSTER RING MOUNTI/lG SET WITH
49 ROUND BRILLIANT CUT DIAMONDS.
2) LADIES 14KT 'fIG ENGRAVED, 8ANGLE ST'fLE BRACELET.
J) ONE PAIR 14KT 'fIG WIDE HOOP ST'fLE EARRINGS.
4) LADIES 14KT Y/G AND BLACK JADE NECKLACE, FEATURING
GRADUATED BLACK JADE BEADS SEPARATED BY SMALLER 14KT
'fIG BEADS.
5) LADIES 14KT 'fIG TINSEL ST'fLE ROPE CHAIN MEASURING
THENT'f FOUR (24) INCHES IN LENGTH, CONTAINING A 14KT
Y/G TUBE STYLE SAFETY CLASP.
6) ONE PAIR LADIES 14KT Y/G SWIRL DESIGN EARRINGS,
CONTAINING 14KT Y/G POSTS.
7) LADIES 14KT 'fELLOH AND WHITE GOLD SHRIMP DESIGN TAPERED
BANGLE BRACELET.
8) LADIES 14KT 'fIG AND BLACK JADE BANGLE BRACELET, WITH A
FINE TWIST OF 14KT 'fIG WEAVING AROUND THE ENTIRE
BRACELET, FASTENED HITH A 14KT Y/G CLASP AND SAFET'f
CHAIN.
9) ONE PAIR OF LADIES 14KT 'fIG AND 8LACK JADE EARRINGS.
BLACK JADE'STONES ARE OVAL CUT, STONES ARE BEZEL
SET IN 14KT Y/G MOUNTING WITH 14KT YELLOI~ GOLD POSTS.
10) LADIES 14KT Y/G WIDE OVERLAPING DESIGN BRACELET.
11) LADIES 14KT' Y/G "V" SHAPED, IlIRROR FINISH, NECKLACE,
COLLAR MEASURING SIXTEEN (16) INCHES IN LENGTH.
12) GENT'S 14KT Y/G LINK STYLE CHAIN MEASURING TWENTY (20)
INCHES IN LENGTH CONTAINING A 14KT Y/G LOBSTER CLAW
STYLE CLASP.
13) RING 18KT, Y/G HITH PLATINUM HEAD, DIAMOND SOLATAIRE
2.09 CT DI~IOND.
J,704
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266
605
719
424
537
1,567
7<16
753
1,177 ,
I
837 i
I
,
i
792 ,
15,258
JEHELRY COVERAGE TOTAL
S27-;Jil5
,
REV-lllOO Io,l(. (12-88)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
PATRICIA A. SHINDLER
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
-1994-19940867
JoInl"nln~.):
NAME
A DERRIC< W. SHINDLER
ADDRESS
1714 OIMSTED WAY
CAMP HILL, PA 17011
RELATIONSHIP TO DECEDENT
SON
JoInUy-owned Property:
LETTER DATE DOUAR VALUE OF
ITEM FOR MADE DESCRIPTION OF PROPERlY TOTAL VALUE DECO'S DECEDENT'S
NO. JOINT OF ASSET " INT.
TENANT JOINT AI INTEREST
1 A 7/93 PNC BANK ACCOONI' WI'Ili DERRIC< 2,257.50 1128.75 1,128.75
SHINDLER, #5140499758,
INCUlDEDS ACCRUED INI'EREST OF
1.98
.
TOTAL IAI.o ani.' on line 6. RecD;;jlul.uonl S 1.128.75
(II mora spaco Is noodod, Insor1 addilion81shoots of sarno slzo.)
PA1501t NTF I2IIA
COrY'lght For",. 50Hwar. Only, 1184 H.lca,'n" NI4PAOI I
J d II:
I''it~ n....... S..\.
. r~l'!l .llll\lt-IIILlo
t .111'1111111.11\ 1.'1111
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PNClBANIK.
January 3, 1995
Robert C. spitzer, P. C.
701 North second Street
P. O. Box 120B7
Harrisburg, PA 17108
RE. Patricia A. Shindler
Date of Death. September 30, 1994
Dear Mr. spitzer.
As per your request for information on accounts the above
referenced decedent held with us, the information is as follows.
_Chec~Account No. 5140222185 opened 06/01/82 in the name of
Robert indler, Patricia A. Shindler. Balance at date of death.
$10,13 . Accrued interest. $ 8.16.
_Checki~ccount No. 5140223575 opened 10/26/83 in the name of
Patricia Shindler. Balance at date of death. $40,036.16.
Accrued nt rest. $ 26.75.
_CheCking~Ount No. 5140228667 opened 10/05/88 in the name of
Robert Shin er, Patricia A. Shindler. Balance at date of death.
$27,073.62 ccrued interest. $ 23.56.
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-Checking Account No. 5140499758 opened 07/23/93 in the name of
Derrick Shindler, Patricia A. Shindler. Balance at date of death.
$2,255.52. Accrued intereBt. $ 1.93.
If I can be of any further assistance, please do not hesitate to
contact me at (717) 730-2321.
Sincerely,
dC(;1:'- ):L. vl. L :.tJ
Edi th Tancll
Miscellaneous Services supervisor
Bank Operations
ET/mkY
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAlC RETURN
RESIDENT DECEDENT
ESTATe OF
SCHEDULE G
TRANSFERS
PLEASE PRINT OR 1YPE
FILE NUMBER
PATRICIA A. SHINDLER -1994-19940867
THIS SCH. MUST BE COMPLETED. FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES.
DESCRIPTION OF PROPERTY DECO. DOLLAR VALUE
ITEM Includo namo 011110 tJanslOfoo, tholr EXCLUSION TOTAL VALUE % OF DECEDENrS
NO. rolB1Ionshl~'10 docodenl. datu oll,onslor. OF ASSET INT. INTEREST
1 GIFT '10 LEON WAI1l'ER, TRUSTEE, FOR 3,000.00 10,000.00 100% 7,000.00
'IlIE BENEFIT OF SOO, DERRICK
SHINDLER - 1/10/94
2 DECEDENT CREATED A REVOCABLE 0.00
UNFUNDED TRUST DATED 2/27/90 ,AND
AMENDED, WI'IlI HERSHEY TRUST cx:r.wANY
AND HER SON, DERRIC< SHINDLER AS
<D-'I'RUSTEES . 'IlIE TRUST IS FOR 'IlIE
BENEFIT OF DECEDENI"S HUSBAND,
ROBERI' L. SHINDlER, WHO HAS
RENOUNCED ANY INl'EREST IN 'IlIE
TRUST, AND HER SOO DERRIC<
SHINDLER, AND HIS ISSUE, IF ANY. NC
ASSETS IN 'IlIE TRUST AT '!HE DATE OF
DECEDENT'S DEA'IlI. COP'{ ATI'AOIED.
3 DECEDENT CREATED AN IRREVOCABLE 0.00
TRUST WI'IlI LEON WAIIl'ER AS TRUSTEE,
ON 11/17/89 , AIDNG WI'IlI HER
HUSBAND, ROBERI' L. SHINDLER, ALSO
AS SE:ITIDR. DECEDENI' RESERVED NO
RIGIfI'S AS '10 'IlIE TRUST WHIOl \'aJU)
RENDER 'IlIE ASSE:IS OF 'IlIE TRUST
TAXABLE FOR EI'IlIER PENNSYLVANIA
INHERITANCE TAX PURPOSES OR FEDERAl
ESTATE TAX PURPOSES. 'IlIE ONLY
ASSET OF '!HE TRUST IS A LIFE
INSURANCE POLICY WI'IlI METROPOLITAN
LIFE INSURANCE <:cMPANY, INSURING
'IlIE LIFE OF HER HUSBAND, WHO
SURVIVED HER. NO LIFE INSURANCE
PROCEEDS ARE PAYABLE ON 'IlIE DEA11J
OF DECEDENI'. COPY ATI'ACHED.
TOTAL (Also ontor on IIno 7. RocDcl1ulaUon) $ 7.000.00
(II moro spoco Is noodod, Insol1 oddilionallihoolS 01 samo SilO.)
PA1510t NTF t2t7A
ClIpyllght FIHms So'twAr. Only, 111\14 N,len, Inc. N94PAlOl
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August ~ 1993
DERRICK W. SffiNDLER
1714 Olmsted Way
Camp Hill, PA 17011
CCND DANK, N.A.
4242 Carlisle Pike
Camp Hill, PA 17011
Re: Trust Agreement dated Febl'UAl')' 27. 1990,
as amended. between Patricia A. Shindler,
as Settlor and Derrick W. Shindler and
CCNB Bank, N.A. as Trustees
Gentlemen:
PlII'lIuant to the rights reserved to the undel1ltgned under Article V(a) of the above Trust, the
undel1llgned wishes to and does hereby amend the above Trust as set forth herein.
In all respects, other than those specifically set forth below, the terms and condiUolUl of the
above Trust are mUlled and confIrmed, In their entirety.
I hereby name HERSHEY TRUST COMPANY as Co-Trustee with Derrick W, Shindler under
the Trust Agreement with me as Settlor dated February 27. 1990,
Very truly YOlll'll,
9c{.ii.<-~,,- tl ..iL'Li..c!.;.t.'
Patricia A. Shindler
ACCEPTED thla 0. J ,-f
day of ,g...,;;/L~ . 1993.
CCNB B
BY
Executive Vice President
f.!i'I'/I~I'/. fl.!. ,}{J./~({-1t
Derrick W. Shindler
rJ1
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-""''''".~.'' ,~.,"1';> ''''''''''';'-'. '~"";"'. V,, .....
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COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF DAUPillN:
On the /9ft day of 1993, before me, the
eubecrlber, a NotAry PubUc In and for eald onwealth and County, came the above-named
PATRICIA A. SffiNDLER, satisfactorily p en to me to be the person whose name Ie eubecrlbed to
the within Instrument and acknowledged the above Instrument to be her/hla act and deed, and deelred
the same might be recorded lIlI euch,
WITNESS m,y hand and Notarial Seal,
My Co
NOTARIAl SEAL
J\IOY A. IMES. NowY PubliC
tm\SlJUlQ.llalI\lhln ColItY
MY CommIssIOn EJplRS Sept. 3,1993
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FOR INFORMATION ONLY
INDEX
UST AGREEMENT
DATED. U. I
BETWEEN PATRICIA A. S NDLER, AS SETTLOR
AND DERRICK W. SHINDLER AND cd B BANK, N.A., AS TRUSTEE
BACKGROUND
PAGE
1
ADMINISTRATIVE PART
ARTICLE
TITLE
I
II
ADDITION OF PROPERTY TO TRUST
2
2
4
4
4
III
RESERVATION OF RIGHTS
PRINCIPAL AND INCOME DISBURSEMENT
IV
V
VI
PREMIUMS ON POLICIES
AMENDMENT AND REVOCATION
LITIGATION TO ENFORCE POLICIES,
COLLECT CLAIMS
POWERS OF TRUSTEE
4
5
VII
A. Retain Assets
B. Dispose of Property
C. Authorize Investments
D. Register Securities
E. Loan Money
F. Retention in Cash
G. Borrow Money
H. Vote Securities
I. Allocate Receipts, Expenses
J. Distribute Cash or Kind,
Non-Prorata
K. Consolidated Fund
L. Compromise Claims
6
6
6
7
7
7
B
B
9
9
9
9
f.?J
. ~ {'\.
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M. Engage Experts 10 i
I
N. Prinoipal to Minor 10 >
!
o. prohibition Against Sale 10
P. Faoility of payment 11
Q. Vesting 11
R. Termination 12
S. Adopted Children Inoluded 12
T. Business Authority 12
U. Disoretionary power 13
V. powers Through Final Distribution 13
w. Allooation of Assets 13
X. Proteotion of Marital Deduotion 14
Y. Employee Benefit Eleotion 14
z. Eduoation Defined 14
AA. Oooupanoy of Residenoe 15
BB. Limitation on Trustee Power 15
cc. Consultation with Spouse 15
DD. Generation Skipping 16
EE. Reserves 16
VIII APPLICABLE LAW 16
IX RECEIPT OF POLICIES 16
X TRUSTEE'S COMPENSATION 17
XI RESIGNATION OF TRUSTEE 17
XII REMOVAL OF TRUSTEE 18
SIGNATURE PAGE 19
SCHEDULE "A"
LIST OF THE LIFE INSURANCE POLICIES
AND/OR PROPERTY DEPOSITED WITH TRUSTEE 22
DISPOSITIVE PART
SCHEDUr.E "B"
PLAN OF DISTRIBUTION OF TRUST ESTATE
23
THIS AGREEMENT
\"'l, t~UJ f1 \.(1: ,
(h~reinafter alled
made this
"
,. :j 7 tJ::-
day of
~
,'-""
TRUST AGREEMENT
is
9r.J
19~,
by and between PATRICIA A. SHINDLER,
"Settlor") and DERRICK W. SHINDLER and CCNB
BANK, N.A., (hereinafter called "Trustee").
I. BACKGROUND: Settlor has caused or may cause this Trust
to be funded by the transfer and assignment of certain property
to Trustee, and/or by naming Trustee as beneficiary of certain
life insurance policies.
The Settlor may also cause other
property to be deposited for the uses and purposes of this
Trust.
The property and/or insurance policies are listed in
detail in Schedule "A" attached to this Trust, and made a part
hereof.
The Trust is composed of two parts, an Administrative Part
and a Dispositive Part.
The Trust may be amended.
1
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ADMINISTRATIVE PART
II. AGREEMENT: Settlor creates this Trust on the following
terms and conditions:
Article I Addition of Property to Trust
Settlor reserves the right to add to this Trust any pOlicies
of insurance issued on Settlor's life; and further, the Trust
may be enlarged by property and/or securities acquired by the
Trustee by gift, devise, bequest or otherwise howsoever, whether
such addition be made by the Settlor or rny other person. The
proceeds of any such pOlicies of insurance or any additional
property and/or securities so acquired shall be held on the same
terms of trust and with like force and effect as if originally a
part of the Trust.
Article II Reservation of Rights
(Insurance)
Settlor reaerves to Settlor, during Settlor's life, all
payments, dividends, surrender value privileges and benefits of
any kind which may accrue on account of eny of the aforesaid
policies of insurance, and the right at any time to assign,
pledge or
beneficiary
use said policies, or any of them, or to change the
thereof, or to borrow money thereon, without the
consent, approval or joinder of the Trustee, or any beneficiary
2
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'F~"-~ -. ~
-;.y.+-....._..r.~----..,
.
~
hereunder. The Trust shall be operative only as to the proceeds
of such of the pOlicies as in terms may be due and payable to
the Trustee at the time of the death of the Settlor or
thereafter, after deduction of all charges against the policies
by way of advances, loans, premiums or otherwise. Such proceeds
shall be prinoipal.
The receipt of the Trustee for such
proceeds shall release the insurance companies from liability on
the policies.
(Other Property)
As to assets added to the Trust during the lifetime of the
Settlor, and by the Settlor, the Settlor reserves to Settlor,
during Settlor's life, the right to withdraw principal or
income, and to direct Trustee to make such investments as
Settlor desires, as well as the right to approve, in advance,
any investments Trustee selects.
SUbject to these powers of
Settlor, Trustee may pay principal or income for the SUpport or
welfare of Settlor.
As to assets added to the Trust by a person or entity other
than Settlor, Trustee shall, during the lifetime of Settlor, in
Trustee's sole discretion, pay so much of the income and/or
principal as Trustee deems necessary, for the benefit of Settlor
and/or the issue of Settlor and for the support, maintenance,
health, and safety of Settlor, or the issue of Settlor. All
accumulated or undistributed income shall be added to principal
hereunder.
3
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..-":-....--~'
. --'---'-'-.~
-
-''":"--'';~,~~,-<.;,r
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Article III Principal and Income Disbursement
Upon Settlor's death, the Trustee shall disburse the income
end principal of the Trust Estate in the manner set forth in
detail in Schedule "B" attached hereto.
Article IV Premiums on policies
Trustee is not obligated to pay any premiums or assessments
on said pOlicies of insurance and shall be under no obligation
in respect to the pOlicies other than for the safe-keeping
thereof, except to the extent otherwise expressly agreed to
herein, if the pOlicies are deposited herewith.
Article V Amendment and Revocation
Settlor may by instrument in writing, delivered to the
Trustee, (a) amand, modify or alter this Agraement, in whole or
in part, provided that the duties, powers and liability of the
Trustee shall not be changed without its written consent; (b)
revoke this Agreement in whole or in part; provided, however,
that the rights of Settlor under (a) and (b) shall not apply to
any assets added to the Trust by a person other than Settlor.
Article VI Litigation to Enforce Policies, Collect Claims
The Trustee may institute any proceedings at law or in
equity in order to enforce the payment of such pOlicies or the
collection of such property, and may do and perform any and all
other acts and things which may be necessary for the purpose of
4
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collecting such property or any sums which may be due and
payable under the terms of said policies. Trustee shall not,
except at its option, enter into or maintain any litigation to
enforce the payment of said policies, or collect such property
until it shall have been indemnified to its satisfaction against
all expenses and liabilities to which it may, in its judgment,
be subjected by any such action on its part.
The Trustee is authorized to compromise and adjust olaims
arising out of the insurance pOlicies or any of them or other
property, upon suoh terms and conditions as it may deem just,
and the decision of the Trustee shall be binding and oonolusive
upon all persons and corporations interested therein, all
without neoessity for court approval.
Article VII Powers of Trustee
Except as otherwise specifically provided herein, and in
addition to the powers granted Trustee by law, all of whioh
shall be exercised by Trustee without posting bond or furnishing
sureties in this or any other jurisdiotion, the Trustee shall
hold and manage the fund, when so colleoted, together with such
other property as may be aoquired, during the existence of this
Trust, all of which said property will hereinafter be referred
to as the "Trust Estate", or "Trust" said term meaning the
principal and income of any trust or trusts created herein or in
Schedule "B" hereof, upon the following terms and conditions and
with the following powers and authorities:
5
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A. Retain Assets:
in the form in which
advisable:
To retain all or any part of the trust
it was acquired as long as it daems
B. Dispose of property: To sell, exchange, partition,
lease, option, or otherwise dispose of any property or part
thereof, real or personal, which may at any time form part of
this Trust Estate at public or private sale for such purposes
and upon such terms, including sales on credit with or without
security, in such manner and at such prices as it may determine,
including the right to lease real estate for periods in excess
of five years and for a term expiring after the termination of
any trust, and including the right to deal in-real estate
ventures as a general or limited partner. Trustee may invest,
reinvest, buy, sell or trade options, puts, calls, or any other
type of financial instrument, the nature of which need not be
contemplated or in existence at the time this trust is created.
In the event of a sale, exchange, partition, lease or option of
any of the property of this Trust Estate, there shall be no
liability on the part of the purchaser or purchasers to see to
the applioation of the purchase money, but the same shall be
held and disposed of by such purchaser or purchasers free and
clear of any of the provisions of any trust created hereby:
c. Authorized Investments: To invest or reinvest the Trust
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Eststs in any property, real or personal, of any kind or naturs,
including stocks, bonds, mortgages, other securities and common
trust funds of the Corporats Trustee without being limited or
restricted to investments as now or may hereafter be prescribed
for trustees by law including the right to acquire, sell or
retein stock in the Corporate Trustee:
D. Register Securities: To register securities in its name
as Trustee or in the name of any nominee or to take and keep the
same unregistered and retain them or any part thereof in such
condition that they will pass by delivery without disclosing the
fact that the property is held in a fiduciary capacity:
E. Loan Money: To make any loans, either secured or
unsecured in such amounts, upon such terms, at such rates of
interest and to such persons, firms, corporations or the
executor or administrator of Settlor's Estate or the Estate of
Settlor's spouse without interest and without reimbursement for
the purpose of the payment of taxes, debts and administration
expenses: provided, however, that any bensfits from a quslified
employee benefit plan received by the Trustee shsll not be used
for the payment of euch tsxes, debts or expenses, if not
includible in Settlor's gross estate for federal estate tax
purposes:
F. Retention in Cash: To retain for reasonable periods ths
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principal or corpus, or any part thereof of this Trust Estate in
the form of cash;
G. Borrow Money: To borrow money for any purpose on any
terms in connection with the administration of or investment in
assets of this Trust Estate; execute promissory notes or other
obligations for the amounts so borrowed and secure the payment
of any amounts so borrowed by mortgage or pledge of any real or
personal property which may at any time form a part of this
Trust Estate;
H. Vote Securities: To vote any securities upon any
proposition or election at any meeting and to grant proxies,
discretionary or otherwise; to join in or become a part of any
reorganization, readjustment, merger, voting trust,
consolidation or exchange and to deposit any such securities
with any committee, depository, trustee or otherwise and to pay
out of this Trust Estate any fees, expenses and assessments,
incurred in connection therewith and to charge the same to
principal or income as Trustee may see fit; to exercise
conversion, subscription or other rights, or to sell or abandon
such rights and to receive and hold any new securities issued as
a result of such reorganization, readjustment, merger, voting
trust, consolidation, exchange or exercise of subscription,
conversion or other rights; and generally take all action in
respect to any such securities as Trustee might or could do as
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absolute owner thereof; to vote any stock in the corporate
trustee;
I. Allocate Receipts, Expanses: In Trustee's discretion to
allocate to either prinoipal or income or between them any and
all taxes (especially capital gains taxes) or receipts or
expenses which Trustee may be required to pay on behalf of this
Trust Estate, but in no event shall the income of any marital
deduction trust created herein be reduced by the exercise of
this power.
J. Distribute Cash or Kind, Non-prorata: To divide or
distribute, whenever it is required or permitted, this Trust
Estate and to make such division or distribution in kind or in
money or partly in kind and partly in money, and the jUdgment of
the Trustee as to the value of the different items shall be
conclusive and final upon the beneficiaries; to make non-prorata
distributions of assets in kind;
K. Consolidated Fund: To hold and administer the trusts
created hereby in one or more consolidated funds in whole or in
part in which the separate trusts or funds shall have an
undivided interest;
L. Compromise Claims: To compromise claims, on such terms
and conditions as Trustee, in Trustee's sole and exclusive
9
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discretion, deems appropriate without obtaining court approval
thereof.
M. Engage Experts: To engage attorneys, investment
counsel, accountants, agents and such other persons as it may
deem advisable in the administration of this Trust Estate and to
make such payment therefor as it may deem reasonable and to
charge the expenses thereof to income or principal as it may
determine and to delegate to such persons any discretion which
it may deem proper. The Trustee shall not be liable for any
negligence, omission or wrongdoing of such counselor agents,
providing reasonable care was exercised in their selection;
N. principal to Minor: If the principal of any trust is
payable to a person or persons under the age of twenty-one (21)
years, the Trustee shall continue the term of said trust as to
said person or persons under the age of twenty-one (21) years,
until he, she or they attain twenty-one (21) years of age,
paying over to said person under the age of twenty-one (21)
years, or for their use and benefit, the proportionate share of
the net income of said trust;
o. Prohibition Against Sale: No title in any Trust Estate,
or in the income accruing therefrom, or in its eccumulation
shall vest in any beneficiary, and no beneficiary shall have the
right or power to transfer, assign, anticipate, or encumber his
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or her interest in said Trust Estate, or in the income
therefrom, prior to the actual distribution thereof by the
Trustee to said beneficiary. Further neither the income nor the
principal of any Trust Estate shall be liable in any manner, in
the possession of the Trustee for th debts, contracts, or
engagements of any beneficiary.
P. Facility of payment: Should the principal or income or
both of this or any Trust be payable to any person as to whom
the Trustee has actual knowledge of a court adjudication of
incompetency, or who the Trustee determines, in the discretion
of Trustee, is unable to act effectively on his or her own
behalf in financial matters, then Trustee shall have the right
to use such principal or income to pay to such beneficiary, or
for the benefit of such beneficiary, but nothing herein shall be
deemed to impair the duty of Trustee to pay income to Settlor's
spouse under any trust herein qualifying for the marital
deduction, unless Settlor's spouse is declared legally
incompetent.
Q. Vesting: No trust created herein, or by exercise of a
power of appointment hereunder, shall continue for more than
twanty-one (21) years after the death of the last to die of
Settlor and the beneficiaries in being at the date of Settlor's
death. Any property still held in trust at the expiration of
11
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1",,,,,,,
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,~
that period shall immediately vest in and be distributed to the
person or persons then entitled to receive or have the benefit
of the income therefrom in the proportions in which they are
entitled thereto, or if their interests are indefinite, then in
equal shares, per stirpes.
R. Termination: If at any time during the term of this
Trust, Trustee determines, in its sole discretion, that the
corpus of the Trust has become too small to be practicable, or
uneconomical to continue, then Trustee may distribute the corpus
of the Trust estate to the then income beneficiary or
beneficiaries in accordance with the portions of income to which
each beneficiary is entitled, or if such portions are not
specifically set forth herein, then in such amounts as it deems
appropriate.
S. Adopted Children Included: ,The words "child, children
or issue or descendants" as used in this Trust, shall include
adopted children and adopted grandchildren, and children or
grandchildren born or adopted after the date of this Trust,
unless expressly stated to the contrary.
T. Business Authority: If the Trust Estate includes any
interest which the Settlor had in a business at the time of
Settlor's death, whether the same is a sole proprietorship, a
partnership or a corporation in which Settlor owned all or a
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substantial portion of the stock, the Trustee is authorized to
continue said business, without order of court, until such time
as it deems it advisable to sell, liquidate or distribute the
same in kind. Trustee shall have all rights and powers in
conneotion with said business as the Settlor had when living,
including by way of example and not limitation, the powers to
operate or join in the operation thereof as a going concern, to
form or re-form a general or limited partnership, to incorporate
or re-incorporate and to liquidate or sell the same or any part
thereof, all as it deems advisable for the best interests of the
Trust Estate and of the beneficiaries thereof, without any
liability for loss resulting from the operation of said business
except where such loss is the result of gross negligence or
fraud on the part of the Trustee. The Trustee shall be entitled
to reoeive for its servioes in connection with said business,
such additional compensation as may be commensurate therewith.
U. Discretionary Power: In exercising discretionary powers
granted to Trustee under this Trust, Trustee may give due regard
to the assets and income of the beneficiary, other than assets
and benefits under any trust oreated hereunder.
V. Powers Through Final Distribution: All powers and
authorities granted to Trustee hereunder shall be fully
exercisable by Trustee through and including final distribution
of assets hereunder, even though the Trust may have terminated
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earlier.
w. Allocation of Asseta: Trustae may allocate assets among
the beneficiaries (including any trust hereunder) without regard
to the income tsx basis of any such assets.
x.
Protection of Marital Deduction:
Notwithstanding
anything to the contrary herein or in Schedule "B" hereof, no
power, authority or discretion given to Trustee hereunder or in
Schedule "B" hereof shall be construed in any manner which shall
result in a disallowance of the marital deduction for any trust
created for the benefit of my spouse, otherwise eligible for the
marital deduction, if created hereunder, and any such power or
authority which is construed to have such effect is void, hereby
revoked, and to no effect, as if not set forth herein, in
Trustee I s di,scretion.
Y. Employee Benefit Election: Trustee, in addition to all
powers granted by law, is hereby authorized to make such
election in connection with settlements under employee benefit
plans in which Settlor has an interest as Trustee deems most
advantageous under all the circumstances.
Further, to the
extent that proceeds of such employee benefit plans are included
in Settlor's estate for federal estate tax purposes, they shall
be allocated to the portion hereof which does not qualify for
the marital deduction and shall not be used for the payment of
14
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death taxes or administration expenses of Settlor's estate.
Z. Education Defined: The word "education" as use in this
Trust shall mean and include, but not be limited to primary,
secondary, collegiate and/or post-graduate education in private
or parochial school, college, trade school or graduate school.
It is Settlor's intention in granting Trustee the power to
expend funds for "education" that the word "education" be
interpreted broadly by Trustee.
I
AA. Occupancy of Residence: To permit any beneficiary or
beneficiaries to occupy rent free any residence constituting a
part
of the assets of a trust for such beneficiary or
beneficiaries and to pay the real estate taxes thereon, expenses
of maintaining said residence in suitable repair and condition
and hazard insurance premiums on the residence; provided,
however, the Trustee shall not exercise this power in any way
which would deprive Settlor's spouse of the beneficial enjoyment
of Part "B" and such spouse shall have the right to limit,
restrict or terminate the Trustee's exercise of this power if it
interferes with such beneficial enjoyment.
BB. Limitation on Trustee Power: No person at any time
acting as a Trustee hereunder shall have any power or obligation
to participate in any discretionary authority Settlor has given
to Trustee to pay the income or principal to such person or for
15
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his or her benefit or in relief of his or her legal obligations.
CC. Consultation with Spouse: Trustee is direoted to
oonsult with Settlor's spouse in conneotion with eny investment
of the Trust.
.
DO. Generation Skipping: In my Trustee's sole disoretion
to allocate such exemptions as are available as to the
generation skipping transfer tax to any property, to exclude any
property from that allooation and to make all related
allocations thereto. No beneficiary shall have any claim
against my Trustee for exercising such allocation powers as
granted herein.
EE. Reserves: To maintain reasonable reserves for
depreoiation, depletion, amortization and obsolescence.
Article VIII Applioable Law
This Trust has been accepted in the State of Pennsylvania
and shall in all respects be governed by the laws of that State.
Artiole IX Receipt of policies
Settlor, by joining in the exeoution of this instrument
acknowledges (unless otherwise specified in writing) that
Settlor has retained custody and possession of the insurance
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policies, if any, described on Schedule "A" attached hereto and
made a part hereof.
,
Article X. Truatee's Compensation
The
compensation
payable
t\l
Trustee
shall be the
compensation due, in accordence with the fee schedule of
Trustee, at the time Trustee renders services hereunder, but if
Trustee has no such fee schedule, then such compensation shall
be reasonable.
Article XI Resignation of Trustee
Trustee may resign by giving written notice thereof to the
Settlor, if living, or if Settlor is not living then to
Settlor's spouse, or if Settlor's spouse is not living, by
notice to Settlor's children, even if those children be minors,
specifying a date, not less than thirty (30) days from the date
of the notice, on which Trustee shall be deemed to have
resigned.
Upon such date, Trustee shall be deemed to have
resigned, and upon delivery of the assets of the Trust to the
Successor Corporate Trustee appointed as described below, shall
be free of any further duty to Settlor or the beneficiaries or
the Successor Corporate Trustee hereunder, except for past acts
or conduct of Trustee.
A Successor Corporate Trustee, a
corporation, b3nk or trust company, qualified under the laws of
the Commonwealth of Pennsylvania or the United States of America
to act as Trustee shall be appointed as follows:
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1. By Settlor, if then alive.
2. If Settlor is not then alive, then Settlor's spouse
shall select the Successor Corporate Trustee.
3. If neither Settlor nor Settlor's spouse are alive, then
such selection shall be made by majority vote of the income
beneficiary or beneficiaries of the trust, who are twenty-one
(21) years of age or older.
4. If Settlor and Settlor's spouse are not living, and
there are no income beneficiaries of the age of twenty-one (21)
years or older, or if the appropriate person above fails so to
select a Successor Corporate Trustee, within ten days after
notice of resignation is given, then and in such events the
Orphans' Court Division of the Court of Common Pleas of the
County in which this Trust has its situs shall select a
Successor Corporate Trustee having the qualifications listed
I
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above.
Any Successor Corporate Trustee so selected shall serve on
the same terms and conditions, and with the same powers and
duties as if originally appointed.
Article XII Removal of Trustee
Settlor's spouse shall have the right, by written notice to
Trustee, to remove the Trustee, or either of them.
If Settlor's spouse so removes the Trustee, or if a Trustee
is unable or unwilling so to serve, then CCNB Bank, N.A. shall
be the sole Trustee.
IN WITNESS WHEREOF, the Settlor, PATRICIA A. SHINDLER, and
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Trustee, DBRRICK W. SHINDLER and CCNB BANK, N.A., have signed
this Trust the day and year first above written.
Qa1:U.J. -. tJ h1 ' .t?t1". tSBAL)
PATRICIA A. SHINDLER
Settlor
Signed, sealed and
delivered in the
presence of:
~i?~
17"tJ-(lt 1/11 i'll, /;;,I1i
(SBAL)
Trustee
CCNB BANK, N.A.
ATTBST:
') J 1
( gJr/r.:-JU (./-t'-~(
.
BY
-- Trust~e. l' ~ Off I '
!!!_lIitll" Vico President & :il.llllor ru~. ___~~
.
19
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY oFA?a~L~ .
. .,,,' 1&
9lJ On the ;,{_ day of ,
19~, before me, the subscriber, a Notary pu lio in nd for said
Commonwealth and County, came the above-named ATRICIA A.
SHINDLER, satisfactorily proven to me to be the person whose
name is subscribed to the within instrument, and acknowledged
the above Agreement to be her act and deed, and desired the same
might be recorded as such.
SS:
WITNESS my hand and Notarial Seal.
NOTARIAL SEAL
s: JUllY A. IMES. NolarY Public
HarrilUt:" ",,~hl" Coul1ly
My Con~ ::;' .. ~'11 3.1993
COMMONWEALTH OF PENNSYLVANIA:
SS:
COUNTY OF
:
On the day of ,
1989, before me, the subscriber, a Notary Public in and for said
Commonwealth and County, came the above-named DERRICK W.
.SHINDLER, satisfactorily proven to me to be the person whose
name is subscribed to the within instrument, and acknowledged
the above Agreement to be his act and deed, and desired the same
might be recorded as such.
WITNESS my hand and Notarial Seal.
Notary Public
My Commission Expires:
20
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".C"'.-!; ','. , ., ':'-'_. __', - - 'L.-
~
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,
COMMONWEALTH OF PENNSYLVANIA:
I SS'
COUNTY OFC-tltlltOl:.A!U/J'D .
"I/.vi ) I
ltiftl On the ..71.1 - day of ' 1/Il/L ,
19897 before me, the subscriber, a Notary Publio in and for said
co~wealth and County, personally appeared
Inet!X. I11 LAA I~ , who acknowledged himself to be
the ."~Vi~r;R,'ei-'IJl":'T",;''''/Il.flll N,.!.ut.of CCNB BANK, N.A., and that he
as such offioer' being authorized to do so, executsd the
foregoing instrument for the purpose therein contained by
signing the name of the corporation by himself as such officer.
IN WITNESS WHEREOF, I have hereunto set my hand and
offioial seal.
My Commission Expires:
1loIIrIal....
.... J. B/IndI, NolIryI'\lllllO
I upper Allen Twp., Cum_lid County
lit Collmlltlon Elplra \llRh 18, 1m
.....Mr.~A_''''.n.I...-
21
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M _"'h~?~"nr,'~"""~C~";' ;,:...:.~::;~,.",,~,..:.:-:.::.j" - .:-.. . .,_~~~:;~;;~~~~~:~t~'~~;~!:J2:~i'I'
.
SCHEDULB "A"
LIST OF THE LIFE INSURANCE POLICIES
AND/OR PROPERTY DEPOSITED WITH
DERRICKW. SHINDLER and CCNB BANK, N.A. UNDER REVOCABLE
TRUST ^GREEMENT WITH PATRICIA A. SHINDLER
"'1:-
',',"
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DISPOSITIVE PART
SCHEDULE "B"
PLAN OF DISTRIBUTION OF TRUST ESTATE
OF PATR~IA ~. SHINDLER UNDER AGREEMENT'icJ
DATED '-.e U(IA'7j_ ,Q 1 ' 1!l89"
FIRST: On Settlor's death, Trustee shall hold the principal
of the Trust, together with all other parts or portions thereof,
and, in ths sole discretion of the Trustee, payor apply to or
for the use or benefit of Settlor's spouse, ROBERT L. SHINDLER,
or Settlor's son, DERRICK W. SHINDLER, or his issue, a11 or any
part of the nst income and/or principal of the Trust Estate for
the maintenance, support, comfort, travel, housing and education
of such beneficiary or beneficiaries in all cases taking into
consideration all the assets available to such beneficiaries.
SECOND:
On the deattl of Robert L. Shindler, this Trust
shall
continue, and Trustes shall pay the principal and
accumulated or undistributed income absolutely to Settlor's son,
Derrick, if he is thirty-five (35) years of age or older.
If upon the death of Robert L. Shindler, or if Robert L.
Shindler predeceases Settlor, and Derrick W. Shindler has not
attained the age of thirty-five (35) years, then Trustee shall
hold the principal and any accumulated or undistributed income
on the following terms and conditions:
A. The Trustee shall accumulate ths income from the trust
and during the term of the trust.
23
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B. As much of ths income, accumulated incoms and principal
of this trust as Trustee, in its sole discretion may, from time
to time, think advisable for the support, maintenance, comfort,
travel and education (including education in college, trade
school or graduate school) of Derrick W. Shindler, or his issue
or during illness or emergency or any other needs of Derrick W.
Shindler, or his issue shall be either paid to him or them, or
any of them by Trustee or else applied directly for his or their
own benefit by Trustse.
C. When Derrick W. Shindler shall have reached the age of
twenty-one (21) years, Trustee shall distribute to him, if he so
requests in writing, one-third of the principal of the separate
trust as valued when the request is received by Trustes;
likewise one-half at age twenty-five (25); likewise one-half at
age thirty (30).
D. When Derrick W. Shindler shall have reached the age of
thirty-five (35) years, or dies with issue surviving, whichever
first occurs, the trust shall terminate and Trustee shall
distribute the income and principal of the trust to Derrick W.
Shindler, or if he is not surviving to his then living issue,
subject to Article VII hereof.
E. If Derrick W. Shindler does not attain thirty-five (35)
years of age, or if he dies before he attains thirty-five (35)
years of age, without issue, then and in such event this trust,
or any trust hereof, shall terminate and the remaining principal
and any accumulated or undistributed income shall be distributed
24
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in squal shares as follows:
1. Fifty per cent (50%) to be retainsd in furthsr trust
hereunder by Trustee to pay the income and principal in such
shares as Trustee deems appropriate, in its sole discretion, to
or for the bensfit of the Father of Settlor's spouse, for and
during the term of his life, for his support, maintenance,
health, comfort or welfare.
On his death, or if he does not
survive to the time of distribution, then the principal and any
accumulated income hereunder shall be paid to the then living
brothers and sisters of Settlor's spouse, in equal shares,
absolutely and free of trust. The issue of a deceased brother
or sister shall take his or her parent's share.
2. Fifty per cent (50%) to be retained in further trust
hereunder by Trustee to pay the income to or for the benefit of
Settlor's Mother, in the sole discretion of Trustee, and to pay
the principal in such shares as Trustee deems appropriate, in
its sole discretion, to or for the benefit of Settlor's Mother,
for and during the term of her life, for her support,
maintenance, health, comfort or welfare. On her death, or if
she does not survive to the time of distribution, then the
principal and any accumulated income hereunder shall be paid to
the then living brothers and sisters of Settlor, in equal
shares, absolutely and free of trust. The issue of a decsased
brother or sister shall take his or her parent's share.
Qa::t;;;<: ~ e<- tJ 1~t. ,:.IIhJ
Patricia A. Shindler
25
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i ,/':' _ 1'-
- -
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IRREVOCABLE
AGREEMENT OF TRUST
NOW, on the
l7th day of November
1989
, ROBER'r
,
L. SIIINDLER and PATRICIA A. SHINDLER, his wife, of camp lIill,
cumberland county, Pennsylvania, as Settlors, by this Agreement and
desiring to establish a Trust, hereby assign to LEON R. WALTER, of
flew Cumberland, York county, Pennsylvania, as Trustee, the
properties described in Schedule A to be held, together with such
ndditional property as may be transferred or bequeathed hereto by
Settlors or any other person, upon ths following terms of trust:
FIRST:
DISPOSITIVE PROVISIONS DURING SETTLOR'S LIFETIME
Ouring lifetime of surviving Ssttlor:
1. Settlors child, DERRICK W. SHINDLER, during such
child I s lifetime, shall have the absolute right (anything to the
contrary appearing in Item THIRD hereof notwithstanding) ,
exercisable in such child's sole discretion, to withdraw during
each calendar year in which an addition or additions are made to
this Trust, an aggregate amount equal to the greater of five
percent (5%) of the amount of the additions to this Trust up to the
dnte of such withdrnwlll or rive Thousand Dollars ($5,000)
mUltiplied by the numbor of donors making additlon(s) to this Trust
during such calendar year, and such right of withdrawal shall be
lion-cumulative from year to year.
1
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2. Trustee shall notify each beneficiary of any transfer or
other contribution to the Trust, and of the donor(s) thereof, as
soon as is practical after the contribution or transfer has been
made but not later than December 31 of the year in which ths
contribution or transfer has been made.
3. All withdrawals shall be made by written demand siqned by
the withdrawinq beneficiary and delivored to the Trustee not more
than thirty (30) days after the date of Trustee's notification to
the beneficiaries of any transfer or other contribution to the
1'rust. withdrawals shall be paid by Trustee not more than sixty
(60) days after the date of such written demand. For purposes of
this special riqht of withdrawal, assets oriqinally transferred to
this Trust shall be deemed to bs an addition in the year in which
the transfer occurs.
4. Such riqhts of withdrawal shall constitute a first charqe
against the principal of this Trust and during the continuance of
this Trust shall take precedence over all other distributions and
all other beneficial interests hereunder.
5. In creating this power of withdrawal, it is the intention
of Settlors to create an annual non-cumulative power of invasion
which will qualify any transfer of property hereto as a transfer
of a present interest under section 2503(b) of the Internal Revenue
Code of 1986, as amended, and which will not be treated as a
release of such a power as that'term is defined in Section 25l4(e)
of said Code.
6. subject to the rights of withdrawal hereinbefore set
2
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......,
forth, as much of the income and as much of the principal as
'rrustee, in his sole discretion, shall decide, may be used to pay
premiums on life insurance policies owned by this Trust, but
'rrustee shall not be obligated at any time to pay any such
premiums.
7. Trustee shall pay to or apply for the benefit of Bettlors
child, DERRICK W. SHINDLER, at such times as Trustee determines,
as much of the net income and, if income shall be insufficient
therefor, as much of the principal, as Trusteo, in his sole
discretion both as to income and principal, shall deem necessary
for such child's maintenance, medical care, support and education;
provided, howevsr, that before making any such paymsnts of
principal to Settlors child, Trustee shall take into account other
property and income available to him, and in so doing ths decision
of Trustee as to the amount of principal so used and the extent to
which other resources are considered shall be conclusive as to all
parties in interest. Any income not expended may be accumulated
and added to principal.
B. If a child of Settlor, shall predecease either settlor,
then such deceased child's share shall be held and administered for
the benefit of such deceased child's appointees or estate, as the
case may be, until the death of the surviving settlor, at which
time such share shall be distributed as provided in Paragraph 4 of
Article SECOND below.
SECOND: DISPOSITIVE PROVISIONS UPON SETTLOR'S DEATH
1. Upon the death of the surviving Settlor, Trustee
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shall hold the then remaining principal together with any
accumulated or undistributed income, as one share for the benefit
of Settlors'child, DERRICK W. SHINDLER.
2. Trustee shall hold such share in Trust for DERRICK
W. SHINDLER, and during ths lifetime of such child:
(a) All of the net income shall be paid to or for
the benefit of such child in quarterly or other convenient
installments, and
(bl As much of the principal of such child's share
of the Trust as Trustes, in his sole and absolute discretion, may
from time to time deem proper for such child's maintenance, medical
care, support and education shall be paid to such child or applied
directly for his benefit.
3. such'child shall'have the right to withdraw from the
Trust held for his benefit in the following manner:
(a) All of the income, including accumulated or
undistributed income;
(b) One-third (1/3) of the then remaining principal
upon attaining the age of thirty (30) years;
(c) One-half (1/2) of the then remaining principal
upon attaining ths age of thirty-five (35) years;
(d) The entire balance remaining upon attaining the
age of forty (40) years.
Such rights of withdrawal shall be cumulative and may be
exercised in whole or in part and from time to time after the right
accrues but only in the chronological order in which they are
4
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herein Bet forth.
4. In the event such child dies before the surviving
Settlor or in the event the child who survives Settlors dies bsfore
the entire principal of his Trust has bsen withdrawn, such shars
or the then remaining principal, together with any accumulated or
undistributed income, of such Trust (as the case may be) shall be
distributed to or for the benefit of such person or persons or
corporation or corporations (including such child's estate, such
child's creditors or the creditor's of such child's estate) in such
amounts or proportions and in such lawful interest or estates,
whether absolute or in trust, as such child may direct by his or
her Last Will, provided such Last Will contains a specific
reference to this general powe~ of appointment, or in default of,
such appointment, or to ths extent it is not effectively exercised,
then, to such child's estate.
THIRD: TERMINATION OF TRUSTS
1. Notwithstanding any other provisions hereof, Trustee
may, in its sole discretion, at any time after surviving settlor's
death, terminate any or all of the trusts created herein if the
amount thereof would make the continuing of said trust impractical.
Upon such termination, Trustee shall pay the principal and any
accumulated or undistributed income of any such trust share to the
person or persons entitled to receive the income therefrom in the
proportions to which they were then entitled to receive the income.
If no such fixed proportions then exist among beneficiaries,
paymsnt shall be made in equal shares, per stirpes, among the
5
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persons to whom the income may then be paid, and upon such
termination the rights of all other persons who might otherwise
have interests as succeeding life tenants or remaindermen shall
cease.
2. Any and all trusts created herein shall terminate in
any event, and every final distribution or payment of the principal
of the trust estates shall be mads, not latsr than.twenty-one (21)
years after the death of the survivor of the beneficiaries named
or provided for herein who are living at the date hereof, in the
event that these trusts shall havs not terminated previously in
accordancs with the terms hereof. In the event of the termination
of these trusts as provided for in this paragraph, Trustee shall
pay over and deliver the principal, together with any accumulated
or undistributed income, free and discharged of any trust, to the
person or persons then entitled to receive the income thereof in
the proportions to Which they were then entitled to receive the
income.
FOURTH: MINORITY AND DISABILITY PROVISIONS
Unless otherwise provided for herein, any income or principal
payable to any beneficiary who may be then a minor (for all
purposes of this Trust, a minor shall be deemed to be a person who
has not attained twenty-ono (21) years of age or, who may then be,
in ths opinion of the Trustes, msntally or physically disabled,
shall bs hsld in a separate trust by Trustee during such minority
or disability unless the trust shars is sooner terminated as
otherwise provided herein; said net income and/or principal may be
6
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accumulated or expended for the maintenance, medical care, support
and education of such bensCiciary, as Trustee, in his sole
discretion, may determine. Trustee, in the expenditure of income
and/or principal for such purposes, may, in his discretion, apply
the same directly without intervention of a guardian, or pay the
same to any person having care or control of said beneficiary, or
with whom the beneficiary resides, without the duty on the part of
Trustee to see to or inquire into the application of the funds by
nllY pereon to whom any pnyment ie so made. The balence of such
income and/or principal shall be paid to said beneficiary when the
disability or minority ceases, or to said benefioiary's estate in
the evsnt of death prior thereto.
FIFTH:
PROTECTIVE PROVISION
All principal' and income shall, until actual distribution to
a bensficiary, be free of the debts, contracts, alienations, torts
and anticipations of any beneficiary, and the same shall not be
liable to any levy, attachment, execution or sequestration while
in the possession of Trustee.
1.
INSURANCE POLICIES
Trustee shall not be under any obligation to pay
SIXTH:
premiums on insurance policies held hereunder and shall have no
responsibility to see that such policies are kept in force.
2. No life insurance company shall bs responsible to sse
to the execution or performance of this Trust or to the application
of insurance proceeds paid to this Trust.
3. Trustee may without incurring liability, compromise
7
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and settle any questions relating to any insurance policy upon such
terms as he desms wiss. Trustee need not institute litigation to
collect the proceeds of any policy unless it is reasonably
indemnified for costs, counsel fees and other expenses of suoh
litigation.
SEVENTII: POWERS OF TRUSTEE
In addition to the powers hereinbefore provided and those
given by law, Trustee and any additional or successor Trustse
without any order of court and in its sole disoretlon may:
1. Hold and retain the property now or hereaftsr
comprising a part of this trust for such length of tims as in his
sole discretion he may deem wise or sell any part thereof, without
liability of any kind by reason of such retention or sale and
invest and reinvest, alter, vary and change investments from time
to time, in such manner and in such property, real, personal or
otherwise, including any common or divsrsified trust funds
maintained by, or stock of, any bank or trust company or any
holding company or affiliate thereof, as Settlor's fiduciary may
deem prudent, without being confined to what are known as legal
investments under the laws of any state or juriSdiction;
2. Repair, alter, improve or leass, for any psriod of
time (even more than five (5) years) any property and give options
for leases;
J. Make distributiofl' hereunder sither in cash or in kind
or partly in each, and cause any share to be composed of property
different in kind from any other shares, without regard to the
B
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basis of such property;
4. purchass investments at a premium;
5. Vote in person, or by proxy, all stocks or other
securities held;
6. Exercise any rights or warrants to subscribe tor
stocks or bonds or other allotments received by reason of
securities held, or sell them for such prices as he may deem best;
7. Deposit, surrender or exchange stocks or pay any
assessments in connection with any reorganization or merger or
similar procsedings as he may deem best;
B. Exercise any option, right or privilege granted in
any insurance policy;
9. Ssll any real or personal property at public or
private sale to any person or entity, or give options therefor tor
cash or credit, without liability on ths part of the purchassr to
see to the application of the purchase money; provided, however,
that no sale hereunder shall be made at a price less than that
which Trustee acting in good faith .shall consider to represent
adequate and full consideration;
10. Borrow money from any source, including any Trustee,
mortgage or pledge any property and purchase assets from Settlor's
estats at fair market value and loan money to any person or entity
or to said estate; provided, however, that appropriate interest and
collateral shall be required for such loans;
11. After the death of the surviving settlor, to merge
any trust created hereunder with any other trust or trusts created
9
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by either Settlor under will or tru.t, if the term. of .uch trusts
are then substantially similar and held for the primary benefit of
the same person,
12. compromise claims,
13. Register securities in the name of a nominee in such
manner that title shall pass by delivery,
14. Employ attorneys, investment counsel, accountants
and agents in connection with the discharge of its duties, and
determine and pay to them reasonable compensation,
15. Pool the assets of all trusts created hereunder or
any of them for investmsnt purposes, allocating to each trust an
undivided interest in all of the assets so held,
16. Add to the principal of any trust created hereunder
any property received from any person by Deed, or Will or in any
other manner,
17. In the exercise of his discretion with respect to
the use of principal for any beneficiary, Trustes may take into
account other property and income available to such beneficiary,
in so doing, Trustee may conclusively rely on written
reprssentations made to it by such beneficiary, and the judgement
of Trustee as to the amount of principal so used and the extent to
which other resources are considered shall be conclusive as to all
parties in interest I
18. Anything herein ,to the contrary notwithstanding, no
individual Trustee hereunder shall make or participate in any
decision of Trustee required for the discretionary termination of
10
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any trust hereunder or to authorize the discretionary payment of
income or principal in cases where such terminated trust or such
principal or income (as the case may be) would be distributable to
or for the benefit of himself, herself, or anyone such Trustee is
legally obligated to supportl
19. Exercise all power, authority and disoretion given
by this Trust after termination of any trust created herein until
the same is fully distributed I
20. Accept property or not, in Trustee's sole
discretion, by bsquest or lifetime transfer form any person, estate
or trust, SUbject to the payment of, or liability for, state and/or
federal gift, estate, transfer, succession, inheritance or other
death taxes, including any inter-est or penalties thereon, and sign
any required consent or acknowledgement of liability for such taxes
and/or lien against such property I
21. Anything hereinbefore to ths contrary
notwithstanding, Trustee shall not exercise any power, authority
or discretion if the exercise of such power, authority or
discretion would cause the assets of this trust to be included in
the "gross estate" of settlor, as such term is defined in the
Internal Revenue Code of 1986, as amended.
EIGHTH: APPOINTMENT OF ADDITIONAL AND SUCCESSOR TRUSTEES
1. During the lifetime of Settlors, ROBERT L. SHINDLER,
and PATRICIA A. SHINDLER or the survivor of them, he or she may at
any time and from time to time remove the then serving Trustee I
provided, however, that he or she shall immediately thereafter
11
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designate a qualified individual as successor to Trustee being
removed. Should LEON WALTER bs unabls or unwilling to act in this
capacity, ths Settlors shall designats a Trustee to act in this
capacity.
(
2. After surviving Settlor's death, such other person
or persons (if any) as Settlor designates in a writing delivered
to Trustee during his or her lifetime, but intended to be effective
after his or her death, shall be associated with Trustee as Co-
'['ruotee hereunder, upon receipt by Trustee of the written
acceptance of the office by such person or persons.
3. After surviving Settlor's death, if only a single
individual Trustes is then acting hereunder, such individual
Trustee shall designate a qualified individual as an alternate or
successor fiduciary, as the case may be, unless a corporate Trustee
is also then serving. After surviving Settlor's death, the
individual Trustee may at any time and from tims to tims remove ths
then serving corporate Trustee, provided that the individual
Trustee shall immediately thereafter designate any qualified bank
or trust company as successor to the corporate Trustee being
removed.
4. Designations hereunder shall be written and shall be
6ffective when accepted in a writing signed by the designee and
delivered to the then serving corporate Trustse, if any, or, if
none, when dslivered to any other then serving Trustee.
5. Removals hereunder shall bs effective when contained
in a writing signed by LEON R. WALTER, his successor in office or
12
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by the corporate Trustee, as the case may be, and delivered to the
Trusteo being removed.
6. Any Trustee acting hereunder may resign at any tims
without court approval, to become effective upon delivery to any
of the other then serving TrusteeR of a written instrument signed
by the resigning Trustee, or if there be no other Trustee then
serving then when filed with the clerk of the court having
jurisdiotion of this Trust.
NINT"1 WAIVER OF BOND
Settlors direct that Trustee and any alternates or successors
thereto shall not be required to file a bond to secure the faithful
performance of the duties of their office in any jurisdiction.
TENT": IRREVOCABILITY
This Trust shall be irrevocable, and Settlors hereby expressly
waive all rights and powers to alter, amend, revoke or, terminate
the Trust or any of its terms in whole or in part. Settlors hereby
ronounce any interest, either vested or contingent, including any
reversionary interest or possibility of reverter, in the income or
principal of this Trust.
ELEVENTH: SITUS
The situs of this Trust shall be CUMBERLAND County,
Pennsylvania, and questions pertaining to the validity,
construction and administration of any trust hereunder shall be
determined in accordance with' the laws of the Commonwealth of
Pennsylvania.
TWELFTH: MISCELLANEOUS
13
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"
1. Wherever tho words "child," or "children" or "issue"
are used in this instrument, they shall inolude only the present
child of the Set.t.lors, UERRICK W. SlIlNDLER, and the issue of said
IlEIlRICK W. SHINDLER.
2. Throughout this Agreement ot Trust, nouns, pronouns
and verbs shall be construed as masculine, feminine, neuter,
singular or plural, whichevor shall bs applicable.,
3. Trustee, and any successors, shall recsive reasonable
compensation for services rendered in such capacity.
14
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"......, ''""'"\
IN WITNESS WHEREOF, the parties hereto have exeouted this
Agreemsnt the day and year tirst above written.
WITNESS:
"
t1.,..J2 ~: 4,~__
(SEAL)
(.A~i..u.,:..~ II .J.L..,id, 'SEAL)
Trustee hereby accepts:
d~ J( {) Jl;:'
(SEAL)
15
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COMMONWEALTII OP' PENNSYLVANIAI
: SS.
COUNTY OF
IJ /),
J,." (;.P/'Il.........
On the / -;.nf day of J1d't.....M1.t.'....- , 19 .L1-, before ms,
the subscriber, a notary public in and for the Commonwealth of
Pennsylvania, personally appeared the above named rK~l...,* I. ~~.~",~.,..
and in due fcrm of law acknowledged the foregoing Agreement cf
Trust to be his act and deed and deeired the same to be reoorded
as such.
WITNESS my hand and notarial seal the day and year aforesaid.
1_--, ,
,-...-ntmlmm ~ ,
r.~rlllllA I Miron! AIIY,lloWy rubllc
"jllIl\I!tIlIl,'U~lllhl!lr:n.J11lt .
i /,IV COIllmlSliulI rXI,l'6S I ~b ?1, 1991
.........-..........-
.~.~,(.,r-- p.../1ICr~'~d
Notary PUblio
16
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...
I
--~....-....._,.._,-... .~....
~
-.....
,
COMMONWEALTH OF PENNSYLVANIAI
: SS.
COUNTY OF I!) ,...". to..:
On the /14
day of .b(,.....tl"~Q.''- ,19 f' 'i , before me,
the sUbscriber, a notary public in and for the commonwealth of
Pennsylvania, personally appeared the above named ~G"I I!.. .,(.",,-~~
and in dus form of law acknowledged the foregoing Agreement: of
'1'rust to be his act and deed and desired the same to be recorded
as such.
WITNESS my hand and notarial seal the day and year aforesaid.
'-'-ilm^i,iKt"sU;L
r.~rM,^ f. Md:1II AllY. Nolary Public
IL'lIISI~llg, UalllhlnCnulllY .
M~ r.nII1l\lls~11l1l bIllIes I cb 23. 1991
......--.
;:i~~ C /11 C.c,.,~~r-
Notary public \
r"\
-.........
COHMONWEALTIl OF P~NNSYLV^NIAl
SS.
COUNTY OF [' r...~ /..:
On the / J;:t'I.
day of Jllr"',....,a.,,~ , 19 ~'] ,before me,
the subscriber, a notary public in and tor the Commonwealth of
Pennsylvania, personally appeared the above named (j::J::...~ c" ..L..f"';.e,-e,
and in dus form of law acknowledged the foregoing Agreement of
Trust to be her act and deed and desired the same to be reoorded
as such.
WITNESS my hand and notarial seal the day and year aforesaid.
.----.-.---
ftUIAIMI SIAl
~~NIIII;\ r. MI;f:nr N'Y,I~I~ry rubllc
II.~II~.I"'II 1Ji1~I"llll:ot"1y
1,4., r.'111"IH":''':I'I ~',~,"'1 ,.It ;1:1, 19~1
~~~~~ ~ hlC.~LU~
Notary publio
17
REV-lit 1 Elu I'.'"
~
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~
Pl.... Prlnl or Typo
FILE NUMBER
"1994-19940867
AMOUNT
8,358.00
4,728.00
0.00
20,000.00
2,000.00
0.00
1,500.00
500.00
450.50
PA15111 NTF un
CopyrIght Form. 5011.......,. Only, "1114 N.lco,lnc. Nt4PA111
TOTAL (Also onlor on IIno O. Roco lIulollon S
(II mar. oplC' II n.odod. InlerllddlUonlllheell 01 lime 11'",)
37 536.50
,
.
COMMONWEAL fH OF PENN5VlVANtA
INliERITANCE TAJI RETURN
RESIDENT DECEDENT
ESTATE OF
PA'IRICIA A. SHINDIER
ITUl
.!lO,
A. Funo..1 Exp.nll..
DESCRIPTION
1 FlJNERAL EXPENSES-PAR'IHEMlRE FllNERAL HGIE
2 BURIAL wr
B. Admlnle\raUv. Colli:
1.
POflOnaJ Represontative Commissions
Social 50curlly Numbor a. Poroonal Roprooonlollvo:
Voor Col1J11isslono paid
2, Anornsy Fooo
Robert C. Spitzer, P.C.
3, FIllTiIy Exomption
Clalmonl ROBERI' L. SHINDLER
Rolollonshlp SPOUSE
Addross 01 Clalmonl 01 dllCGdonl'o doolh
SlrOOI Addroso 1714 OIMSTED WAY
CIIy CAMP HILL
51010 PA
Zip Codo 17011
4. Probolo Fooo
C. MIICen_nlous expenses:
1 APPRAISAL OF ('(MIERCIAL REAL ESTATE, LES CONNOR, MIA
2 APPRAISAL OF RESIDENI'IAL REAL ESTATE, J. KRIEGER
3 PROBATE FEES, REIMBURSED 'IO R. SPITZER ESQ.
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,lfMWf) .._... ....1U\lOnc.C.MtfJ, Mpt.lIIldw '""" '~(l-.l'I"1N .110I1_ "" IIh_III'1od fontlllltllt AI""". TN. A._.........,.,....~
It, UU.l.a, .... .... .a.p..I. ""-II tit btll.h"l UP" Itw .",,""WI. Inll"'. br",rlCllI"'" hr." .IWJ k.aI ",,,"""1'. of W pr.tl... ..,..
t. DlllCftIPTtDN OP IUftIAL 'UGHTt. The Ihl,.-I kllNI ""',,'" It, ,hi. A""",,III '" .rw-_ b, IhI map of... ,11tIkNbu1..... .. r.a. .. 1Ilt....1d"
.EllU,..w alt ""W' pull(\lurl, _'Cllhrd ....k1w. 1-'" ,.nt.M. prir. vI lurial ."'"...... ...1_'''' 1tl&t,...u..........I......... f. ,.......
...~.. .-.1. 0...... aM .....'" In'" be purc"-4 ...,.mll,.
-at:. O,..,.IPMltI _ l~m:-IMIriar --EwrW --DdYu--1-,-"'wk
_ ~1..Jluubk IlIPh.p111!t II, II11!t ~1I11" _ Hlehel--!IIWtof --1a1trilJf --51"," _t\ImfIWolI&
... 0aIn J~ t..... - I.. n.&n ... n.n
;tr,,,,, p ,.......- ..,w... ~ ~_... ...-
/'./'A / Sea..
/ No hi
/_~ /' I-nd
'Muimum...d.e1lhnw...'" an: k"llh VO"..idIh '". "i.1Il 2'",
S, IUWlJATIOH 0' CHARon
'AI Bun.I ai,,,,, ell..,... .. I'uI, l .....
II' ..... I"rfCUUln.w.1iol11 DillCOUIII (=:::::J
tC'1 LmCer1irICMt p.1COYllII
tOI S<<UIllS ai,hI ollllltf1rlm
lEI VIIIlIII)
tF) '....ct'l
(01 Cld.e1 n
CIllUmh)
tI) "hudnam L.n1lriftJ/Cr)'pI PIlle
III t.kmclfbl~ MOllIlfIImI D
IKIII~'''licNI Cha',. PIS E!.Irt, CaI. Fcc
fut M.mouaU,",,,,,,,,,,,,'"
tl) Ohu
IMIs"k.T..
INI Car. of Tu,f AIOUlllI Me....iaVMOMftIlll
tal l..rmlnl/ElllombmtMlIRU,....n
Feet 'or W.ddl,1 tCire" OMI
No. Pun....ed
trJ I"rocnilnl Fit
tQI TOTAL CASU PRICE IA Un ..
nUlllATIOH 0' THI AMOUNT FINANCED
III Toul Cldi Pnce
t21 A ('a~ Cuwo PI,mrlll
B Tf'IIk 10'
00 A,'ecm,,1I No
C. ToW CuWI PI)""'" 01.+21)
l1) U..,.w8lluaolc.tlPriccU.2CJ
t41 CRdIl wr.IAMIIUClt
t51 Twl UIlJUid Balara (J..,
-<<<tV'" l, I"D. c:f2,
IfJS"-
..5;111JOL F~
fWt.........A",..alIX \.\t'-\ 1._G..'....(G.'.
--,
... PAVUlHT. nw PURctlloSER wll PI Itw SELLER I... IYfh ri hU11I Inotc!all(' ",llIIlht 10110.111 dllCtnMn 1IMc_"'.
YOUR PAVMEHT acHEDULI WILL III
......... of ,.)'lNfttI AlftOUnt D' 'ermtnl. "nl ,aymtnt Due D.l.
, ,
/ .
"'URAHCl:1 t..chlllf. IlIIUratIC. II fIUt lequll.,J... utlUlill (fClhl and will 1'10I bf pto_lrJW unit.. )W 11'11 and aam to pi' .... WdrlloNJ ((Ill.
CredIt Ut. Olnd"Waul
Pmnlum COIl 0 '01111
I
I
..... ~,t: If. pI,__ 110 itl', )111I ..ill lie fM"N "OO/S" of Iht pt,mlllI.
"..,.,.IlI: U)'c.l ,., on utlr. rOIl .,11 "'II N" III P" I pt'N11r and IN, bI.Nillc:d 10 I ftfynd of pllt of" rlUlltt .-urIC.
Set ".... llId rmdll,,* of "'" A'lU'mlllI 1!If III, Wd"..IIIIIII"rU,nwllun .bollll .....'pt,mI.... cStl,"II. aN rcquirlld rrpI)mrnl .. full bdorc lhc IC.......
.... ...t mtllt ,d",nd, tl'd MIlIft
NOTICE TO TilE PURCIIASER
CII 00 NOT SIGN nlls AGRFDIF.NT Bf:I'ORF. \'OU RF.AIlIT OR IF IT CONTAINS ANY BLANK SPACE.
III YOU ARE 1:HF1TLF.1l TO A COMPI.f:TU,V f1l1,t:/I.IN COPY Of'TIIIS AGRF.UIf.NF.
III UNIlER lllE LAW, mu IIAn: Tm: RWIITTll PA\' (If'f IN AIl\'ANn: 1m: f1JlI, AMOUNT IlUE AND UNIlER CERTAIN
CONomONS TO OBTAIN A PARTIAL RUllNIl (If' TilE f'INANCf: CIIARUE.
l'I/RCIIASf:R'S RIGIIT TO CANCF.L
IArpw~~ ONI,V If SAI,f: SllI.ICIUIlIN l,tRCIIASF.R'S IIOMEl
\'OU MA V CANCEL nlL~ AGRu:m:NT BV I'RCl\'J11ING A WRlln:N NOTlCt:11l TIIESF.LI.ER,OR BV SF.NDlNG A TFJ.EGRAM,
OR BV MAIL, nlls NOTlCF. ~1l'~T INDII'An: TIIAT \'Ill/IMI NOT WANT TIIF. UOOIlS OR SF.RVICF.~ AND MU~T BE ow.
VF.RfD OR 1'I)~TMARKtIl Bf:f'ORf: MJIlNlCiIIT m'l m: TIIIRD III/SINfX~ IlA V AnUI YOU SIGN nlls AGRD:.\IENT. TIlE
NOTICE MU~T BE MAILED TO RIlU,ING I;RIJ:N n;r.n:n:RV A1 P,O, nox 12'. CAMP lilLi" PENNSVLVANIA nOli. IF YOU
CANCEl, nlls AGREUII:HF, TilE Sf:I.LER MA \' NOT ~f:EP AI,I, OR PART m' AN\' CASIlIlOWN PA VMENT. f'OM AN EXPI.A.
NATION OF TillS RIG lIT, SEE NIlTIn: Of CANn:U.ATIIlN mRM WIIIl'II mD WIU.RECEIVE ALONG wml A COPY or
nlls AGRWII:HF.
l'I/RCIIASf:R'S Al'~NnWI.t:IH;Em:NT
ftV SIGNING BF.I.ow, PURl'IIASER Rf:I'Rf~~E"IS ANIl AI'~NnWU:IHa;~ TIIAT PUM('JIA~T.R liAS MUll ANIl UNIIER.'iTANDS
nlF.n:RMSOf'nlL~ ,AGRU;r.tEN",lI1AT AU, MI,U,\'A!<I UI,AN~ SI'An;~ IIAn: IIU.~ nlMPI.f:Jlll. ANDnlAT I'IIMl1lA.'iEll
liAS Rf:CEIVt:D A l1lP\' OHIIIS Al;MtHU," ANIII'RIlIR TO JIISnl'~INl; I'Mln~~, Sf:RVIl'f;~OR m:RI'IIANIlISE, A COpy
Of- nlF. APPUCABl.E PRln: U~" AS RI.l)IIlRW 11\ Tm: n:m:RAI. 'I MAllf, cmIMISSJON. fllNf.llAl, PIlAITICL~ 11IAIIE
UH:1'1AlIII~ RIIl.f:,
00M.
1<<1'"
""
_I'
J, DlaauPTION 0' IIIRCHANDIII
D "'*,..... 1I.re..lIt bel. ,uu","aaI b _11...."""'.1')'.
CCfttIfJ'. II&IN:
A. YAULTIIII ". DncripkJII
n. PnmpIioft
'1, Dnc,iplM
n.Dnnipliolll
C. MDtOllAlJ)IONUMEHTI
,.....W No. #IItI,.;h6l1
I>n'P '//11' EmbleM
o.........~ xJA-
llUN. Ilia JJL X-&-
TOIfIhtr Fern..: y... v' No-
M..... Dew,ipt_ 15ft .ltMtwd MOlftUmt'" Onk, Form'
Do CASUT(SJI
'1 DntrlplkMl
M....N..
nllntripd
ModdNunt
I.UlNlS)1
/
/
/
/
/JI'I""~
/'
/
I
,
"'odd No.
ModliNG.
INS(.'AIM10N
-". ""-('''' .
1'"""..1/ Ii
l1Js'1791
ANNUAL PERCENTAGE
RATI
1\rtCOlloftoUI nedit
".JUII, n&t,
flMANCE CHARDE (FCI
The dllIltr IIMUN IhI ttrdn
will coo )'011.
.
.
-
InlUfed'. SlgMlure
-
-
)
AMOUNT flMANCEO
tllIanaNnlDfcltchlproo
,idedlO,ouDfM,OU'
bdulf.
lOTAL Of PAYMENTS
The tnuulll J'GU ..ill h...
Plldttlt, )OlIM""""
al1pe)ftWMlulIChId",Ic:d,
I
I
I
I
I
.<1/'- ..n
-
.
Tht,tlntf.'''''*''' Nt Due
n MlNIIhl, ORIht:
LJQvt.ItIlIJ
A..
.
I
I
::141A'
I
'J,. tlD
I
.
I
I
11IiI un
.
35,00
~'7.JR.t.D
I
f!.'1,R ""
II"'" t.O
I
y,,*A tJb
pi
I
:c
.
lDTAl:iAU"I-RiCE '
""kUI"*Df~
~_t'f"'."
cludllll)Wl'.......Y'
.-ofS ~.". &0
, "9~JI to
0.1.0111""
...-... -'-------'---
PNCBANK
I'Nf' thuk.'" A.
Soulhnn,ul'A ().40
.
~
.....,
No, 1026
PAV., ~
lU 'ltf " L .
ORDIR Of., ,~,t-
, /'LVII iJ . __ 'T11" /J':>~.
~ h~.;J,--
l~
l ... .' ,.... 1!l:ll!l114
-11:IaLc:1:L ,-..10 c'~_ alJ
,
J $.;7....00 - :
- -L'-..::'
,-....._.~LLARS
fOR, f "",i..t" .. ~..~ ,..,.,
ESTATE Of PATRICIA A SHINDLER
ROIII:RT L SHINDW~EC, 17.
fb~-'J~
-~
N'OO ~O 2r,n' 1:0 3 ~ 3 ~ 2? 381: 50801, ~qr,? ~n'
/--
PNCJaANK
PNC' Uant. N,""
South..nt", PA 040
No, 1001
PAY ~~
10'HE ,
ORDER Of: _ ..,~ _
".G~.... I~~~-.#-k<.-Il..,
'"
"'\...
lilt> oJ j-i-llI.fL ~114
I $; ..s....oo~,;."
--.. ......e:::oOLLARS
FOR....-t16\1m' J~
,", rI '......F-I-p
"-' -----.'1v..,..~
.' ~..,; ..u-.tf:;...
... .-- --...-. .-.--.
EOTATE OF PATRICIA A, SHINDLER
RDaERr L, S~~ER, E~;; ..
---~~~
.. ._____a_ u_
.'00 ~OO h' 1:0 3 ~ 3 ~ 2? 381: 50801, ~qr,? ~N'
--......._._.__._._.~
"'0000050000,,'
....-.--.-..
PNCJaANK
PNl' 8.nl. N,A,
Soulh..n".' PA 040
No, 1002
'AY
:Of/lf I/:""
JADER 0' . cs: L.' 0 ......... ....."".
OV1J.:.~'tL~I,I1'lo....J?, 's,;.,
OR_.1}~'_"'_I<' '/ .....pt>' " ".1:
Ml /J ~....
,
Jh. .~.$L -
--,_,
10f\L ~::'JI14
$, ~~c::.O _""0.. j
--L
--- ~OLLARS
.. '...-..-..---...
0.1 .'1Jt'O'-' 1" '.,,'. ',t,I(JEST....TE O~ P;HRICIA 4 SIUNDlER
- -'" ..',~,,' .", ROdER. 1:'&HI'leLER},ElfCO 0........ If'
__II1....;~=.~.. ~'1 __""__
y--::-=.l.1 -
'.--.----....
.'00 ~OO 2.' 1:0 3 ~ 3 ~ 2? 381: soaos. ~qb? ~".
_...._---------_._...:~
."0000 ~ 50000,1'
v,
REV~'U: U.t(III31
...
COMMONWEAl. TH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PATRICIA A. SHINDLER
ITEM
NO,
1
mc
INT ON PNC Mro
2
3 SBA OOR!GAGE
4 INT ON BBA KlRroAGE
PA15121
NTF2no
COPVflght Fcum. SlIltWlf. Only. ,,,,. N.'co, Inc:. NII4PA121
~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
DESCRIPTION
TOTAL Also onlor on IIno 10, Roco lIulollon
(II moro spoco Is noodod. Insorl oddlllonolohools 01 oorno Bizo,)
r'\
Pi.... Print or
FILE NUMBER
-1994-19940867
s
AMOUNT
34,563.04
273.63
2,124.68
1.56
36,962.91
,..&lING OPER,
...
TEL:717-730-24B4
~
Feb 16
~
95
10159 No,004 P,02
,/
.'
" .
-,,"
,
,...
"
..
~'
;. Beeld."f, " dot' Df d.nh, 0"", UI the fOLlowl", ,.tlOunU I
lUll' 110,
",, 0'
AtCOUNT
COoOlILlmOAI' 'AIH~I'AL AttAUI' ueuRlTY
"IT IHTEAI.,
"...........-."tt... .'3 "'~\"'3.0~. -j,_n~"'''''I'l\~ \\\I'~""'''''~\J''' L'
=_ ii..\.J s.:: ~\.~~ ~~,kt t&~ """ t>>.~.
e.\., ~!t, ~~ ~\~ ~I. \..rt\. ~~ f ,~
~3\.\"o"...().:.l . \..
'1.... ",vld. ..".. .f ,~~ Ntt... Leon Agr..llnt., O~I'lnf"l. I..u,lty ~reeo.nfl. .~ ,.~.t.. ".u..n'l.
.Ht IAH(. N.R,
8~
.t.',t . I. ".. -v- " 'J)
C ~:t:.ll ( ( ,(..'K..~,t.
,
':'f~
II
....:1 J.
I (Il!
';'r
r~:~;l
F;i-l
ff~~
.t~:,:~
i,l\ii
..'( I
~~';'~
f~l
v;i'
Iii
:,Ii t
V),
~~~11
, .
"j \
t":j
!,,,
.,-
~~l
Z~Yl
-a
iJ
~, j
~j
!ij
~
$~
31
:r:
~
:;,]
~
j/l ;/17 I
\.~I'~\I'
~P'
. ~ ,. ~'Ii
......... ..'
., ~
~t;,\, IY ) ~<\'
, "T~
~
"
U. S. GOVERNMENT
SMALL BUSINESS ADMINISTRATION
DISASTER OFFICE
20 I VARICK STREET ROOM US
NEW YORK, NEW YORK 10014
po '1
(1'.(9 K
DATE I March 8, 1995
DHUI
~)).d/~~)1 . iL".
U.' c., ;~.-
k-:'J./t
Robert c. sDitzer
701 North 2nd street PO Box 120S7
Harri:Sb:u:ra:. PA 17:108
REI __!__~er~ Robe_t L.
Dear Sir:
,
"
. Patri.i. p... ~:._,,_.,)
to)/.olJl: requsst, please be advised of the following
iptereS~hat wa~Jdu~ on th~-caPt!Oned loan on
O~~_,,'__ ~ ~
----
principal: $2.124.68
In response
balanoe and
the date of
Aoorued Interest: 1.56
TOTAL DUEl $2.126.24
Per Diem Rate of Interest: $0.39
* Last payment received and credited 02/21/95 *
Please note that as of this date 03/08/95 the total balanoe needed
to Pay-Off this loan, is Sl.757.60 Dlus interest at $0.32 Der-dav.
For faster service in processing your Satisfaction of Mortgage
Documents, Please send certified check or money order to the letter
head address wh:h instructions whethtlr to mail OrigInals to your
office or to Borrower's home address to be recorded with proper
County Clerk's Office.
any questions, or if I may be of further assistance to
contact D. Rioketts at 1-800-488-5037 TOLL FREE.
~
--
,.,.
REV-lI':tEKtll-111
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
-1994-19940867
AMOUNT OR
SHARE OF ESTATE
PATRICIA A.
ITEM
NO.
SHINDLER
A, Taxable Bequest.:
1 ROBERI' L. SHINDLER
1714 OIMSTED WAY
CAMP HILL, PA 17011
2 PA'ffiICIA SHINDLER TRUST UtA 2/27/90
HERSHEY 'ffiUST ro. & DERRICK W. SHINDLER, TR.
100 MANSION ROAD EAST POBOX 445
HERSHEY, PA 17033
3 DERRICK W. SHINDLER
1714 OIMSTED WAY
CAMP HILL, PA 17011
SutViving spouse
28,235.00
'ffiUST
715,179.05
SON
1,128.75
ITEM
NO.
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Govornmental BoquDsts:
None
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS Also onlor on IIno 13, Roco lIulollon
(If mare spice Is n..ded,lnsllrt addlUonal sheets 0' same 8lze)
$
0.00
PA16131 NTF U20A
CoPVt'ight FDrma SOItWol'1 Only, 1884 Nlleo,/nc, Ni4PA131
.../
~
~,
INHERITANCE TAX
SCHEDULE M
FUTURE INTEREST COMPROMISE
FIlE NUMBER 1994-008/;7
'h '.,.... Ill.,..
, ~~ {i2,~~
.'lFi..,.
COMMONW!AlfH 0' 'fNN$YlYANIA
INHIIUANCE fA,. UfU_N
UIIDI,NI DlClDINr
- - .' ... .. -..
I
I. E,'al, of
Shindler, patri9_i~.I\:..
Ilo\t N.....I . ---(;;';tNo",.i- ...-- --. ~;';-t:"holl
.--..--.... ..----.. .. --..- ,..--' ---
This "h,dul, Is apprap,lal' anI V fa, E,'al,. of dlC,d,n" dVlnD all" D,..mber 12. 19B2.
This "hodul, Is 10 b, ulld 'a, all 'ulure ;nl..,1II wh.., Ih. ,aI, 01 lao which will b. applicabl, when Ih, luiuro
I inl.r..' '11'.111 In pontillo" and ,njoym.nt cannot b. IItabU.h.d with c.rtainl)'.
II,/B,n'flela,'..
r--- NAME SEX
I I Of RELATIONSHIP (MI Mal,
'BENEfICIARV (f fo~al"
11. DeEick~Shind er I1ND
1,.t1"lsl,,' Tr~..rCo. U.r/,t:.e.S
r:..IAL!L!lbJ.L9-IL -'---'-"--
4. ___
5.
DATE OF BIRTH
AGE ON DATE
Of DECEDENT'S DEATH
III. I Explanation a' Campramlll Oil,,,
The re,ddu.ry CUlurelalOr..,giCI uader Decedeal'~ Will (10 a Tru.'1 wilb broad powers 10 Invade Cor and ~OOD 10 pay 10 ber ~on)
Is I..uhle wbally allbe rale oC .Ix per CCDI (6\i,) b.caus. oC Ibe ov.rwbelmlng prnbablllly oC lb. r...ldu. p..~.IDg only 10 lb.
Senlor/Decedeal's soa.
Dea:d.al was ~urvlv.d by b.r b,uband. Rob.ll. and ~on, D.rrick . born 10115{70. D.a:dCDI'~ Will giv... h.r langibl., pcr.;oDa!
propeny 10 h.r hush.nd. IC he survlve~ Cllr IblllY (30) days. H.r husband, Dr. Roberl L. Shiadl.r. so ~urvlv.d Cor Iblrly (30)
daY". aad receives Ibo.e bau...bold good.. Th...e u.." arc laxable allbre. p.r ceDI (3\'(,).
Th. r.sldu. oC Senior'. Exl.le pm... ID ,ccold:wee wllb h.r Will 10 Ibe Tru'i.es oC a Trol she cr.al.d d.led F.bruary 27,
1990 (.e. Schedule "0 Ibet..C, a copy oC wblch 15 an.cb.d her.lo). wllh Hersh.y Tru'l Campaay and Derrick SblDdler ....
Trol..s.
Seb.dul. "0' provld... Ib.l. OD Senior'. d..lb. Ih. priaclp.1 is appll.d ID Ihe Trusl..... sol. dlscr.ilaD Cor Scnlar's spou... aDd
SOa. Selllor'. spau~e. bowev.r, has ecr.cllv.ly aDd Ilmely dlscl.lm.d any 101.res11D or 10 lb. Tru~1 Exlal. (See Dlsclaim.r and
R.auadOlloD d.led D.c.mber 29, 1994 anached her.la).
Uad.r lb. ..caad p.ragraph oC lb. TnlSl. Scbedul. '0, Senior provid.s Ibat Tru~I." are 10 hold Ibe principal and lncom. Cor
h.r '00 unlll h. .n.;as .g. Ibllly.fiv. (35). Meanwhil., lacoale and priaclpal are 10 be used In Ibe Trol.... discrelion Cor h.r
son's support, mainlcolDce, comfort, Iravel :ant! educ:alioD or during illness or emergency or otber Deeds oC her SOD. or hls fS.llUC.
ID addlllaa. b.r .00 c.n wllhdraw oae-Ihl,d of Ibe princlpal ou Ih. dal. Ibe Truslls Cuad.d (because be Is ov.r Iw.nly-oae (21));
oDe.balf of lb. rem.lulag h.l.aee wben be .n.la~ .g. Iw.aly-five (25). 00 Odober 15, 1995; IIk.wl~. oae-halC Wh.D he anains
age Iblrly (311), lad lb. Tru'll.rmin'lu .ud is payahl. ab.olu'.ly 10 Ibe ~oa whea he reaches age Ihllly.five (35) Y.lrs.
Sellior'~ 'OD. Derrick W. Sbladl.r. I. lu exc.lleDI be.llb, 'Dd ills CXIal.mplal.d Ibal Ibe ass.ts DC Ibe Tru'l will be paid oul
10 blm, 10 accord.ue. wllb bl~ ae.d~, hUI .ub)e"lo Ih. lerm. oC Ihe Tru~l. IC Ib.re I~ a balaace r.malalag ID lb. Trol Wb.D
h. allal.. .ge Iblrly-fiv. (35). Ib., bal.aee will be Ib.u p.ld .b~ohllcly 10 him.
Th. Exe,,"or I.ke. lb. f'O~lIIon lballhl. CUlule IlIlc,e.' I~ '0 cerlalD 10 v'.1 a"'olul.ly 10 Senior's ~ao Iballh. whol. r.sldu.
.bould he I.xed '1lbe rale Cor llu..I~, .ix p.r eeul (6~1). IC Ctorlh.r IDCorm.lioa or docum.alOlloa oC Ibl~ cooclu,dao Is d.~I,.d,
plca.'c COlllacl U~.
IV. ISummarv a' Campramlll Off,..
II. Volu. a' fulUro Inl....I:, , , '... , , . , , , , . . . , . , , , . . _ , , . . . . , , . . . . ... . , . . S_,_~!.!..!''1: p5 -..--'-
'2. Amount of line 1 E....mpl from To... ........,.......................... S 0
l laha ,ni., an IIn, 13(, Rocapilulalian) . 71!; ('7~ oS
I 3, Amounl allln. I T 000 I. al 6% Ral. , , , , , . , . . , . . . . . . . . . . . . . . . , . . . . . . .5 ,.
I 101.0 .nl., an line 15. Tao Campulalianl 0
4, Amounl ollin. I Taoabl. 01 15% Ral. . , , , , , , . . , , . , , . . . . . , , . . . . ... , , , ,5.... -.- ,-"." .. ,- ,..
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(If more 'poce i, needed, olloet- additional BY, .. 11. ,heell)
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DISPOSITIVE PART
SCHEDULE "B"
PLAN OF DISTRIBUTION OF TRUST ESTATE
OF PATRICIA A. SHINDLER UNDER AGREEMENT
DATED , 1989
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FIRST: On Ssttlor's death, Trustee shall hold ths principal
of the Trust, together with all other parts or portions thereof,
and, in the sole discretion of the Trustee, payor apply to or
for the use or benefit of Settlor's spouse, ROBERT L. SHINDLER,
or Settlor's son, DERRICK W. SHINDLER, or his issue, all or any
part of the net income and/or principal of the Trust Estate for
the maintenance, support, comfort, travel, housing and education
of such beneficiary or beneficiaries in a1l cases taking into
consideration all ths assets available to such beneficiaries.
SECOND:
On the death of Robert L. Shindler, this Trust
shall
continue, and Trustee shall pay the principal and
accumulated or undistributed income absolutely to Settlor's son,
Derrick, if he is thirty-five (35) years of age or older.
If upon the death of Robert L. Shindler, or if Robert L.
Shindler predeceases Settlor, and Derrick W. Shindler has not
attained the age of thirty-five (35) years, then Trustee shall
hold the principal and any accumulated or undistributed income
on the following terms and conditions:
A. The Trustee shall accumulate the income from the trust
and during the term of the trust.
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B. As much of ths income, accumulated income and principal
of this trust as Trustee, in its sole discretion may, from time
to time, think advisable for the support, maintenance, comfort,
travel and sducation (including education in college, trade
school or graduate school) of Derrick W. Shindler, or his issue
or during illness or emergency or any other needs of Derrick W.
Shindler, or his issue shall be either paid to him or them, or
any of them by Trustee or else applied directly for his or their
own benefit by Trustee.
C. When Derrick W. Shindler shall have reached the age of
twenty-one (21) years, Trustee shall distribute to him, if he so
requests in writing, one-third of the principal of the separate
trust as valued when the request is received by Trustee;
likewise one-half at age twenty-five (25); likewise one-half at
age thirty (30).
D. When Derrick W. Shindler shall have reached the age of
thirty-five (35) years, or dies with issue surviving, whichever
first occurs, the trust shall terminate and Trustee shall
distribute the income and principal of the trust to Derrick W.
Shindler, or if he is not surviving to his then living issue,
subject to Article VII hereof.
E. If Derrick W. Shindler does not attain thirty-five (35)
years of age, or if he dies before he attains thirty-five (35)
years of age, without issue, then and in such event this trust,
or any trust hereof, shall terminate and the remaining principal
and any accumulated or undistributed income shall be distributed
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in equal shares as follows:
1. Fifty per cent (50%) to be retained in further trust
hersunder by Trustee to pay the income to or for the benefit of
Settlor's Mother, in the sole discretion of Trustee, and to pay
the principal in such shares as Trustes deems appropriate, in
its sole discretion, to or for ths benefit of Settlor's Mothsr,
for and during the term of her life, for her support,
maintenance, health, comfort or welfare. On her death, or if
she does not survive to the time of distribution, then the
principal and any accumulated income hereunder shall bs paid to
the then living brothers and sisters of Settlor, in equal
shares, absolutely and free of trust. The issue of a deceased
brother or sister shall take his or her parent's share.
2. Fifty psr cent (50%) to be paid absolutely and free of
trust to the then living brothers and sisters of Settlor's
spouse, in equal shares, but the issue of any deceased brother
or sister of Settlor's spouse shall take his or her parent's
share.
r ~~ 4 ~,.'.L~~~)
Patrioia A. Shindler
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COIIRT OF COMMON pLIiAS
CUMIlHlU.ANI> COUNTY, I'ENNSYI.VANIA
OIU'IIANS' COURT J>IVISION
NO.
ESTATE OF I'ATIUCIA A, SllINl>l.IiR
DISCI.AIMER AND RENUNCIATION
I, ROUliRT I.. SJIINDI.lilt. herehy exerebe Ihe rll:hlS gronled 10 llIe III Chapler 62 nf Ibe Probale, 115lales
and Fldudarles Code, 20 Pa. C,S.A. Seellou, 6201.6207. and I bereby dl.c1alm alld rellounce all righI, Iille and
loleresl of mine In and 10 reeelpl or dl,'rlbulinn of IlIenme ,"d/or prlnclpalllllder Ihal Tru'l Agreemenl daled
February 27, 1990, as amended, wilh Palrlda A. Shindler .., Senior alld Derrick W, Sblndler and CCND Bank,
N.A., as original Truslees, lIershey TruS! Company bavlllg,"ceecded 10 Ihe Co.Tru'leesblp of CCND Bank, N.A.
I repre.eol .., follows:
1. Thall am nol now and w.., nollnsolvelllallbe dale of dealh of Palrlda A. Sblndler, or Illbe dale
Ihe above TruS! was erealed or amended,
2. I bave made no volunlary Iran.fer or ....IJ;Ilmenl or "Ie, excbaoge or olber dlspo.llion of my
Inleresllo and 10 Ibe Trusl described above.
3. 1 have nol waived my rlghllO dl,clalm and renolluee Ibe rlghlS Idenllried above.
4. I bave nol accepled any properlY or any Inlere,111I any properly, or any benerils In or 10 Ibal Trust
Idenllfied above,
IN WITNIiSS WHEREOF, and Intendiug 10 be leg.lly bound bereby, and Inlendlng Iballbls Disclaimer
and Renundalloo sball he med of record In Ibe om.e of Ihe Clerk of Ibe Orpb,"" Courl Division of Ibe Courl of
Common Pleas of Cumberland CounlY, PA,'" proDd III 20 Pa. C,S.A. Seelloll 6204(a). I bave hereunlo sel my
baod and seal Ihls ~ 'l~ day of ".,.._1.., /"'" ,1994.
~ 1..,. J<..-.e~;-
RODERT L, SIlINDLER -
The nnderslgned, belog Ibe TrnSlee. of Ibal TrnSl Agreemenl daled February 27, 1990 wllb Palrlda A.
Sbludler.., Selllor and Derrick W, Sblodler and CCNB Bauk, N,A.. ... orlgioal Tru'lee., Ilersbey Tru.. Company
havlng.ucceeded 10 Ibe Co.TruSle..,blp of CCNB Bank, N.A.,..' amended by An~nl daled April 23, 1991
ber y acknowledge receipl of Ihe foregoing "DI.clalmer alld Itcnlllldallon" Ibl, ,. c:;tfj day of -
,199~
Tru'l crealed by Palrlcla A. Sblndler daled Febrllarv 27, 19l)()
Dy .lJuuJ..1!IJ.Jfd;;;;;;fp , '
" . ~ Wru'.ll'e
f1.e $.et '~~'T ) :;...e"H"" iR.....re '"
By 't. ,~T.,),
Trll,'ce
dld-,I(
.__.~- .'..
PlEASE FILE 11115 R~:roR'I' Wl'I1l1N 'IW YFARS OF DATE OF DEAnJ R&WU>LESS OF 1HE STAlUS OF 1HE
ESJ'A'I'F.. U' ~:''i'I'A'I''; IS oor cntl'lJ<;I1'D, mE A 6.12 FORM YFARLY lJNI'IL <nIPlE1'ION.
q-
fl'!'~1'!!B .J!I;I'IJ/l'LUIWIW HULE 6,12
Nama o( lJuc:odlllltl__f(}1_L~.l!l_ fJ,)A; t'\ J Lt!",y
Onto 0 f Unlit h ',_7/9p_/9_'!... ,. _h___'
Will Un, __q1:....J>...!f7___.._..____ Adm J II. Ill).
!'lIt'nllllllt to UII 111 Ii, 12 of the Supt"eme COUt"t Ot'phalls'
Court Ull100, I 1'l1l'lll'\. thll flllll1wlllg with respect to !;ompletlon of
lha IIdmllllnlrnLll)II of lh'l IIlmvn-<:lll'llollOd uatatel
1, UllIl.o wholh"r lIdmlnislt'lIlioll of the estate is completel
Y()II__~ No__._._
2. I ( \.ho nllnWlIl' J n No, sl."I.,. wllFln tho [>orsnnal
roprenolltnLlvo rrJ/lHollnbly holioves that the admInistration wIll be
completel
J. If tho lI11swor to No.1 is Yes, slate the followingl
a, Oid t.ho psrsollal representative file a final
aCCoullt with Lho Court? Yos No
b, Tho IlOpe'l'lI to Ot'phall/l' C'.'UL.t No. (i f any) for
the porsollal t'oprosolltnLi vo' s account is I
c, !Jid I,ho pOt'sollal represolltative state all
nCcollllt informally 1.0 the parLles III interest? Yea No
d, Copios of receiptll, releases, joinders and
approvalB of formal or illfot'mal accounts may be flied with the
Cot'k of Lho Ot'phallB I COllrt IJlld may be attached to Lhls report.
oaLo'-u.Jdr;~ Slgn~('~
-1 0 6CA"~_C._?_& (~Z-er
Name (1' lease type or pr lnt) . /, t!.
__ I( t) 7- 1'1. F r"n.- 1" St. H j 'r,
Address
ilJ.,6. ~7!-7(MJ
'rel. No,
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(.)(..)
Personal Represelltative
V Coullsel for personal
represelltatlve
Cdl'acity:
(MAli I rml/AMJ)
RW-27
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STATUS REPORT UNDER RULE 6.12
Nome of Dee eden I: PATRICIA A, SHINDLER
Dote ofDeoth: SEPTEMBER 30, 1994
Will No,
Admin, No. 1994-00867
Pursuonllo Rule 6,12 of the Supreme Court Orphons' Court Rules, 1 report the following with respecllo
complellon oCthe odmlnlstrotlon oCthe obove-coPlloned estote:
I. Slote whether odmlnlslrotlon of the eslate Is complete:
Yes_ No..lL.
2. ICthe answer Is No, stole when the personal representative reosonobly believes thollhe odmlnlslratlon
will be complete: Process ofTermlnotlon
3, If the onswer to No, I Is Yes, state the following:
0, Did the personal representative file 0 final accounl with the Court? Yes _ No
b, The seporote Orphans' Court No, (If ony) for Ihe personal representallve's occounlls:
BY
ROBERT C, SPITZER, P,C.
P/ -{{~.~
ROBERTC, I ER
70 I North Second Street
P. 0, Box 12087
Harrisburg, PA 17108-2087
7171231.7600
Yes No
c. Did the personal representative slale on occountlnformally to Ihe parties In Interest:
d. Copies of recelpls, releoses, Joinders ond opprovols of formal or Infomlal occounls may be
flied with the Clerk oCthe Orphans' Court and may be ouached 10 Ihls report,
Dale:
f! :hI 1'7
Capacity:
Personal Reprcs'i!l!atlve
.1l Counsel for I@~al R"J1r.eSenlotl~ffi'
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