HomeMy WebLinkAbout94-00876
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IJETITIO;-.l FOR PROBATE and GRANT OF LETTERS
,:)./- 14' ~ J1tJ
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Estote of James II. lIerendeen. Jr,
also known os
No.
To:
Regl'ter of Will, for the
Deaosed, County of Cumber1snd in the
Sociol Seeurlt)' No, 161-34-2466 Commonwealth of Penn,)'ll'anla
The petillon of the under,lgned re,peetiull)' repre,ent' that:
Your pelilloner(,), \\ ho i,/AIr! 18 )'ear' coi age or older an the execut or
In Ihe 10'1 will of the abol'e decedent. dated Ju1v 21
Uti k6Mc1IMldlMd
named
, 19.-2i..
UHUt rclt\anl clrcllm"t~;.:f. t". ftnundallon, dealh or e'eCUlor, elc.}
Decendent wa, domiciled at death in Cumberland County. Penn,yh'anla. wilh
h i R 1051 family or principal re,iden;e at 309 B1ack1atch Lane. Lower Allen Township,
Como Hill. PA 17011
Oiu J:~t;::. num~('r and munclJ'lalil))
Decendent.then 52 ,'car' of ace, died Seotember 19 .19 94
at Holv Soirit Hosoital". East Pennsbnro TnvnRhip .
Except a, follow" decedent did not mar:)', \\ a, not divorced and did not ha\'e a child born or adopted
after execution of the o,,'ill offered for pro hIe: wa' not the viclim of a killing and wa, ne\'er adjudicated
incompetent: no exceptions
Decendent 01 death owned property with e!\imated \'alue, a' follows:
(If domiciled In Po.) All personal properl)'
(If nOI domiciled in Po.) Personal propert)' in Penns)'I\'anla
(If not domiciled In Pa.) Per,onal propert)' in County
Value of real eSlale In Penn'i'll'ania
situated as follows: non"
S 50.000
S
S
S
WHEREFORE, petitioner(r') re,pectfull)' request(~) the probate of the last will aJ./JI Udl~il~)
presented herewith and the grant of lellers testsmentarv
(ltSlamentar)': admlnlmatton c.I.a.: admlnlstrallon d.b.n.e.l.a.)
theron.
I~ ':J~cf<l.U-.UU01 /
.2 I 309 Mack1a tch Lane
l.g CAmp Hill r PA 17011
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERI ANn
The pelitloner(sf abo\'e-named swear(s) or affirm(s) Ihatthe statements In the foregoing petition are
true and correct to the best of the knowledge and belief of petitloner(~ and that as personal represen.
tative(ty of the abol'e decedent pelitionerlt) wi! w I and truly ~tlstelf;e estate according to law.
Sworn to or affirmed 1m j,1 G " ~f .&
before me t ~ ' i'
1(1;; I
Register
C. LEWIS
No. 21 - 94 - 876
Estate of
James n. Iterendeen. Jr.
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 18. 19..2.L.ln consideration of the petillon on
the reverse side hereof, satisfactory proof ha\'lng been pre,ented before me,
IT IS DECREED that the Inmument(!> dated July 21. 1994
described therein be admilted to probate and filed of record as the last will of James It. Herendeen, Jr.
and Lellers Testamentary
are hereby granted to
NAn~V E" Hp-r~ndp-en
.
@rn
fin'
FEES
Probate, Lellers, Etc. ......... S 80.00
Short Ccnlficates(3 ) .. .. 0 .. ... S q. 00
Renunciation ................ S
X-Pages S 12.00
JCP TOTAL S b.UU
, OCTOBER 1B 1994 lM.66
Filed .... .... ........ .1.... ..... ..... ...
PItONE
{lo1!tJ~ jJAohah-- p,t- pz~ /0- /0-90
Re&1sltr or Wills
MARY C. LEWIS
W. Steven Woodward (039500)
Drinker Biddle & Reath
ATTORNEV (Sup. Ct. I,D, No.)
Suite 300, 1000 West1akea Driye
Bervvn. PA 19312-2409
ADDRESS
(610) 993-2215
$3~. 4~
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Mailed letters and order to Executor on 10-18-94.
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M RS J H HERENDEEN JR
!3D9 3LACK LATCH LANE
c..AM~ HILL PA 17011
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WARNING: Ills 1II0galto dupllcalo this copy by photostat or photograph.
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COllllONWEALTH OF PEHNSYLVANIA' OEPARTlIEHT OP HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
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21 - 94 - 876
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I.AST WILL ANIl TESTAMFNT
OF
JAMES II, lIE1lENllEEN. m.
I. JAMES II, IIE1UiNIlEliN. JR., lIIake IhlslllY I.asl Will 011I1 'l'eslalllelll, alld I revuke any l,revlulI. Will.
FIRSTl I dlreellllY Execlllur lu I'ay all III)' la'llIIlIcss alld fllllcral eXl,clIses as SUUII "s cUllvelllelll,
SECONIl: All ur lilY lallgihlc )lcrsullal I'fIl)lert)' (cxcel'l fur sllch I'rul'crt)' lI.ed III a Irade ur hIlSlllcss).
I give Iu Ill)' wife. NANCY E, IlEllENIlEEN. If she surl'll'Cs lIIe h)' Ihlrly (311) da)'s. If lilY wife. dues lIulsllrvlve
lIIe hy thirty (311) days. I give Ihe ahove )lwl'erty tu lilY chlldrell III as e<l"al shares us )lractlcuhle. "s sclecled hy
lilY Exeelllur,
TIIIRD: AlI.lte res.. residue anLl remainder uf III)' estate, nf whatsoe\'er uature aull wheresoever sflnDlc.
shall he )laid alld dl.lrlhlllcd ..s fullows: ahsollltcly tu lilY wife, If she sllrvil'es lIIe h)' Ihlrty (311) day.. 11Iulf .he
doc. IIUt St' sllrvive lIIe hy Ihlrt)' (311) days. Ihelllhe resl. resldlle alld relllaillder uf lilY estate shall he )laid lu the
Trustee under Trust ^~rccll1cl1l dated
J"I,/ zl
. 199-1 created hy lIle, In fnnn a pari therenf.
F()(JRTII: I direct III)' Excclltnr In pay all inheritance. estate. sm:cesslull atld Jc~acy taxes. together with
any and all interest itlld/nr penalties nr nlher cluug!"'s thereon. nf whatsoe\'er nature and kind, In which my estale
or the transfer nf any properly passing hereunder, nr otherwise passill~ hy reason nf my death. may he suhject. frum
the principal nl' Ihe residue (If my estale.
FIFTH: My Excentur is herehy nU1hurJzcd nnd elllpuwcred. in ndditiunlu such pnwers granted execulnrs
by law, all exercisahle withunl cuml nrder: (n) In sell sccurilies (lr Cllhcr pWl'crly. real ur personal ur hulb: (h)
lu hurruw muney hUIIl snch persuns as lima)' desire. including lhe puwer In hurruw fWIII 11self a.. an iudividual
or as a ndm:iary tlllder any Trusl Agrecmcnl fur an)' 11lIrpuse necessary Ilr desirahle: in CUI1JlCClilln willi Ihe paymcnt
of taxes Ilr nlher mailers illcidcnlaltn lhe selllclllclIl nr adminis.ratiun Ill" Ill)' E"'lalc. Ilr fur inveslmcnl purpuses.
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on either a secured or unsecured ha.'\is, 81 stich rale nr inh:resl a.'\ my Execulor lIIay lIeem an.eplahle amI In rdWl
aoles and to pledge the a"ets of my E..tate a. securily Iherefor; (c) 10 makc non'prorala dlslrlhnllons In kind or
parlly In kind or parlly In ca.h: (d) 10 relain all or any part of my J'rnperty. real or personal, conslllnllng my It'tale
for stich lime a.~ my Execu10r deems hest or 10 ill\'cSI or reJuves1 1he same wilhonl heing rcslrleled 1n "legal"
Invcslmeals; (e) 10 file joint Income lax relnrns aod to consenllo Joinl glill" retnras wllh my wife, her exeLlItors
or administrators; (0 10 compromise claims agalnsl or In favor of Ihe E..late. wilh or wilhlllll (~nlrt approval 011
such terms and condillons ... Execnlor deems appropriate, III my Exeenlor's sole dlseretloll; (g) If the It.late
lacludes any Inlerest which I had III a business at the time of my death, whelher Ihe same Is a sole proprielorshlp,
a parlaership, or a corporalloa In wbich J oWlled all or a snbstanllal porllon of Ihe swck, to eonllnue said business,
uatllsucb lime a. my Execular deems adl'lsable to sell, IIqnldate or dlstrlbnte the same In kind, ExeL,lIor shall have
all rights and powers In conaeellon wilh said bnslaess a. I had when living.
SIXTH: I nominate. eonslllllle aad appolnl my wife, NANCY E, JIERENDEEN. a. Execntor nnder Ihls
my La.1 Will and Teslament. If my wife Is lIaable or lIawilllllg 10 serve a. Exeelltor, Ihenlnomlaale, eOllslltule
and appolat PEGGY ANN SPIER a. Snccessor Execntor wilh the same dmies aad powers a.. if originally appointed,
No baad shall be reqnlred In Ihls or aay other jurisdiellon of my Execnlor or Sneeessor Exeentor.
SEVENTH: I hereby nomlaate, conSlilute aad appolat PEGGY ANN SPIER a. Guardian of Ihe estale
of any mlaor or olber beaeficiary pbysleally or mentall)' oaahle to manage his or her affairs and 10 serve wilhont
boad In tbls or any olher jurisdlellon.
If any beneficiary of my estate Is nnder the age of eighteen (1 H) years al Ihe lime al which dlslrilnlllon of
any property devised and bequeathed by Ihis Will wnllld otherwise be made to slleh belleficiary. or Is IInable 10
manage his or her OWII affairs. my Executor shall dlSlrihllte all slleh prnperlY 10 Ihe guardlall IIf the eslale of slleh
beaeficiary.
The gllardlan sball hold. manage. lavesl and relnveSl any prnperlY received by Ihe gllardlall (whelber ullder
tbls Will or otherwise), shall collect the IlIcome Ihereof. alld shall apply so milch of the nellneoDle alld, If Ihe nel
lacome Is lasnClicienl. so milch of the principal of Ihe properly held for sllch heneficiary a. Ihe gllardlan shall deem
necc:ssary or advisable for such bcnefidary's hcallh, mafu1cnancc, supporl and cUlllplclc cduca1ion.
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The guardian shall accumulate any snrplns nel Incollle ananally aud add the sallie tn Ihe principal of the
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properly held for such beneficiary.
When such beaeficlary allalns the age of eighteen (18) years, or becollles able tnlllanage his or her affalrs,
tbe guardian shall distribule 10 sueb beaeficlary all properly held by the guardian for such beneficiary,
If such beneficiary dies before allalning Ihe age of eighteen (18) years, or becoming able 10 manage his
or ber affalrs, the !,'IIardlan sball distribute to the personal represeatative of sneh beneficiary's estate all properly
held by Ihe guardian for such beneficiary.
EIOHTH: The colllpeasallou payable to lilY Executor shall be re...anable compensaUon,
NINTH: The words "child, children. or Issne", ... used 10 this Will, shallinclnde adapled persons and
persons born or adopled after Ihe date of this Will, respecllvely unless expressly slaled to Ihe contrary.
TENTH: I hereby aUlhori7.c my ExecUlor In addlUon to all powers granted by law, to make such elccUoa
In coanectloa with setllements under employee beaefit plans ia which I have an interest ... my Exeeutor deems most
advantageous uader a1llhe circumstances,
IN WITNESS WHEREOF, I. JAMES H. HERENDEEN. JR.. the Testalor, to this my Last Will and
Testameal, typewrillen 00 five (S) sheels of paper have sel my haad and seal this
'Z /Sf
day of
- luly
,1994.
(SEAL)
Signed, sealed, published aad declared by JAMf:S H, HERENDEEN, JR" Ihe sald Testator, ... aad for his La.t
Will and Testameat, 10 our presencc. at his requesl and in the presencc of each other have hereuato set onr hands
aad se 5 as allesUag wltaesses,
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COMMONWEALTII OF PBNNSYI.VANIA:
SS:
COUNTY OF DAUPlIIN:
I, JAMBS I1.I1BRBNDBBN, JR., Teslalor, whose name Is signed to Ihe anached or foregolnlllnllrtlOlenl,
havlag beea duly qualified according 10 law, do hereby acknowlcdge Ihatl signed and execuled Ihe Inllrllluenl u
my Last Will; that I signed II willingly; and Ihatl signed II ... my free and voluntary acl fnr the Imrlllllea Ihereln
expressed ,
Sworn or affirmed to and aekaowledged before Ole, by JAMES II, III!1WNI>I!I!N, JIl" Ihe lellallll, 11111
_day of ,1994,
JAMBS II, III!1U!Nl>IlHN, lit,
Nolary I'uhlle
My Commission EXI,lr..:
COMMONWEAt..TIl OF PENNSYLVANIA:
55:
COUNTY OF DAUPlIIN:
We, and , Ihe wllnulea whuI. Ulmea
arc signed 10 Ih. anached or foregolag Instrument, being duly qualified according 10 law, do depole Ind uy Iha.
we were preseal and saw Teslator sign and execute the Inslrumenl as his 1....1 Will and Teallmenl\lhl' T.llalor
signed willingly and thai Testator execuled II ... his free and volunlary acl for the IUIfI,osea Iherdn ealllelled\lhal
eaeh of us 10 Ihe hearing and slghl of the Tc..tator signed the Will ... wllne..es; aud Ihal 10 Ihe heal of 011I
knowledge the Testator was at that lime elghteea or more )'eafll of age, of sound mind aud under no eonslralnl or
uadue lafiueace.
Sworn or affirmed to and subscrlhed 10 before me by
. the wilaesses, this
dRY of
Nalary I'uhllc
My Commission I!xplres:
Slale of Admission of Allotlley;
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COMMONWEALTH OF PENNSYLVANIA:
55:
, COUNTY OF DAUPHIN:
On tWs, Ihe d/~ay of , 1994, before me, the uaderslgaed
officer, persoaally appeared ROBERT C, ITZ~, kuowa to me or saUsfactorlly provea, 10 be a member or Ihe
bar or Ihe highest court or said State an subsc blag witaess to the Withl~8"1n~fled Ihal he was
pc a Iy res;,at w co J ES H. HERENDEEN. JR" ... Te..tator, and . IJA.., and
l:'. , ... wituesses, whose uames arc subscribed 10 Ihe withlo lastrumeal
executed the same d t said persoas acknowledged that they executed Ihe same for Ihe purposes Iherelo
coatalaed, and desired Ihe same mlghl be recorded as such.
IN WITNESS WHEREOF, I have hereuato set my haad aud Nolarial seal.
My Co Isslou Expires:
NOTARIAL Si:AL
JUDY A. IMES. NOlaI}' Public
HarrlsbutQ. Dauphin County
My Commlsslon Fxplres Sept. 8, 1997
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21 - 94 - 876
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
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(each) a subscribing witness to the will I'r~~Dled"li~ewith, (each) being duly Qualified aeeordlng to
law, depose(s) and say(s) that ,~' - ' '-~.._,~ present and saw
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the testa' , ~n'the same and that slgned-as,ll~!tness at the
request of te~'/' In 11- presence and (in the presence of each other) (In the presCiil:e-oCth..: ,
other subScribing wltnes,(es)). '
//
-Sworn to or affirmed and sub,crlbed before
me this day of
19_
(Name)
(Address)
Register
(Nome)
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REGISTER OF WILLS OF r.IIMRFRI ANn COUNTY
OATH OF NON-SUBSCRIBING WITNESS
_N,4,1/c.f ~ /I E!?E'AlOEt=AI l1elJeLL4 L, Ikr&nc(.eer>
(eaeh~ a subscriber hereto, (each) being duly qualified according to law, depose(s~ ,and 1l\y(s) that
It ~ n Y"!" , familiar with the signature of ~c1.I'Y1"? t:1.. !:fer-eYl('Jee\'1
oallIldt
will
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that
we...
presented herewith and
eecUeit
believes the signature on the will Is In the handwriting of
testal~ of (one of the subscribing witnes,es to) the
.,.,
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to the best of ID (j (' knowledge and bellef.'J"
Sworn to or affirmed and sub,crlbed before /t o-<,u~ 2...it~A..ut.""1-L~
me this 17TH day of tI (Nome) 'J /?
~~~.::~~~:^{~liI/ "I/7oQ
(Nome)
3.?l3ltJlrA: t.okltut Cl1?(j111111 ('/1 /1c1/
(Address)
LEWIS
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CERTIFICATION OF
t
Name of Decedent:..J1lME:~
Date of Deatht ,:,c:e:r
Will No.~q'-l-()057 (p
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, 'T1
NOTICE UNDER RULE 5,~(a) ~
H. Hf,RE:JJJ7~e~J.f
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Admin. No.
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To the Regisle!'1
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to
the following beneficiaries of the above-captioned estate on
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Name Address b
~fL "1{€RtrJve:t:~ ~O~ '1jL,4t?1L lATt!tf W (11-'Kfj;;~
hefl1e:7rfAL. U-~j{tN~10 ~'BLN!.~ lFJ~u LA~ Ci1t~P l-liu. PIc-170tl
V~R.I1-U A.f;~Apd{D nn2> I:.\\J, -lJ.,(3l.hJAf~66 ~,,-o,{filC. 6f'~\MtJ J,U?Jloqlo
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: ,~I/J9.s
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VI} Ai~ Y [;" J-I.eR~vJ t;EE ~
Address t';jC-'J~I.-Jl.I'< ~ L/J-'77! II W
('/1 I'1tP I-h~?pt. 1'0 II
Telephone '(Ill) T '=3 7 ~ f}.9 D
Capacity: ~rsonal Representative
Name
Counsel for personal
representative
NJ\NC'l E. IlERrnDEEN, an adult
individual, RlICHEL VIRGINIA
HEllFlIDEEN, an adult individual,
REBEX:CJ\ UJUISE IIERENDEEN, an
adult individual, DEIlOIWI ANN
SIIA1'Iro, an adult individual,
and JACK D. SHAPIro, an adult
individual,
IN TIlE COUR1' OF ccx.M:>N PLFAS OF
WII\FJUJ\ND COUNl'Y, PENNSYLVANIA
ORPHANS I COURr DIVISION
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NO. o<"} - '14 - o7e,
Petitioners
v.
NJ\NC'l E. IlERENDEE1l, as Trustee
of tht! James H. Herendeen, Jr.
Trust dated 12 July 1994,
Respondent
AND NON,
f- ORDER
this~ day of ~1995'
the
Petition to Terminate the Trust Agreement ootween James H. Herendeen,
Jr., as Settlor, and James 11. Herendeen, Jr., as Trustee, and dated
July 21, 1994, (Exhibit "A") hereby is GRANTED. The Successor Trustee
to James H. Herendeen, Jr., Nancy E. Herendeen, hereby is authorized
to record a deed fran her in her capacity as Trustee of the aforesaid
Trust to herself as an individual.
DATED :
J.
<,1"",,,,,"
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NANCY E. IlEHENDEEN, an adult
individual; RACHEL VIRGINIA
HERENDEEN, an adult individual;
REBEX:CA LCXJISE HERENDEEN, an
adult individual; DEBORAH ANN
SHAPIRO, an adult individual;
and JACK D. SHAPIro, an adult
individual,
IN THE COURT OF CGIMON PLFAS
Ctl/olBERLIIND CXl\JNTY, PENNSYLVANIA
ORPHANS I CXllJRT DIVISION
NO.
Petitioners
v.
NANCY E. HERENDEEN, as Trustee
of the James H. Ilerendeen, Jr.
Trust dated 12 July 1994,
Respondent
PEl'ITION TO TERl>IINATE A TRUST
PURSUANT TO 20 PA. C.S.A. 56102
Petitioners, by and through their attorneys, Thanas A.
Beckley, Esquire, Peter B. Astorino, Esquire, Elizabeth S. Beckley,
Esquire, and Beckley & Madden, Of Counsel, respectfully request the
tennination of a Trust pursuant to 20 Pa. C.S.A. !iGI02, and in support
thereof state as follows:
Truswc to James H. Herendeen, Jr., deceased;
1. Petitioners ure:
(a) Nancy E. Herendeen (her.linafter "Nancy"), an adult
individual, the surviving spouse of and successor
(b) Rachel Virginia Herendeen (hereinafter "Rachel"),
an adult individual;
(c) Rebecca Louise Herendeen (hereinafter "Rebecca"),
an adult individual;
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(d) Deborah Ann Shapiro (hereinafter "Deborah"), an
adult individual; and
(e) Jack D. Shapim (hereinafter "Jack"), an adult
individual.
2. petitioners are respectively the widowed spouse
("Nancy") of James H. Herendeen, Jr., all of the children of James H.
Herendeen, Jr. (hereinafter "the Deceased" or "the Settlor") and
Nancy, Rachel, Rebecca and Deborah, and Jack, the spouse of Deborah.
The Deceased had no other issue.
3. The Deceased, as both Settlor and Trustee, executed a
Trust Agreement on July 21, 1994. A true and correct copy of that
Trust Agreement is hereto attached, marked as EKhibit "A" and incor-
porated herein.
4. The Respondent is Nancy E. Herendeen in her capacity as
the Successor Trustee of the James H. Herendeen, Jr. Trust.
5. The Deceased died testate on September 19, 1994, a
resident of Cumberland County, Pennsylvania. A true and correct copy
of the Last Will and Testament of the Deceased is attached hereto,
marked as EKhibit "B" and incorporated herein.
6. The Estate of the Deceased has been probated in the
Court at Docket No. 1994-00876.
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7. On the same date that the Deceased executed the hereto-
fore described 'rrust Agreement, the Deceased and his spouse, Nancy,
upon the advice of their Counsel, transferred their jointly held
residence located at 309 Black Latch Lane, Camp IIill, Cumberland
County, Pennsylvania, in trust, to the Deceased as 'rrustee of the
Trust created under the aforesaid Trust Agreement. A true and correct
copy of the deeds used to effectuate this transfer are attached
hereto, marked as Eldlibit "c" and incorporated herein.
8. The aforesaid transfer to the Trust was and is subject
to a mortgage upon which Nancy is an individual /obrtgagor obligated to
make the mortgage illOOrtization payments for property which she no
longer owns. A true and correct copy of the mortgage is attached
hereto, marked Exhibit "D" and incorporated herein.
9. There have not been ever nor are there now any assets
other than the real property described on Eldlibits "c" and "D".
10. The 'I'rust Agreement provides that upon the death of the
Settlor, the Successor Truscoo was to be the Settlor'll spouse, Nancy.
(See Trust Agreement, Article Yo.)
11. The 'I'rust Agreement also provides that upon the death
of the Sectlor:
all the real eBtate of Settlor shall ba distributed to
Settlor's spouse Nancy E. IIerendeen, subject to the
provisions of }lrticle XI hereof.
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(See Trust Agreement, Schedule "B. ")
12. Article XI of the 'l'rust Agreement provides, in perti-
nent part:
Upon Settlor's d~ath, such real estate, or proceeds
or incaTlE:! or other benefit fran such real estate con-
tributed by Settlor, shall be held by Trustee for the
exclusive benefit of Settlor's spouse, during her
lifetime and, upon her death, or if she predeceases
Settlor, shall be distributed absolutely and free of
trust to Settlor's issue.
(See Trust Agreement, Article XI.)
13. The Petitioners, Rachel, Rebecca, Deborah (the Set-
tlor's issue) and Jack, the spouse of Deborah, have heretofore quit-
clairred their vested remainder interests in this property to Nancy. A
true and correct copy of the quitclaim deed recorded for this purpose
is attached hereto, marked as EKhibit "E" and incorporated herein.
14. Nancy's interest, as the equitable life tenant in this
property, has now been merged with the remainder interests.
15. The 'frust now has no purpose.
16. Given the consequent merger of the equitable life
estate and remainders, the Trust should now, therefore, be terminated
upon this Petition of all the interested parties.
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17. Resp;.lndent, Nancy E. lIerendoon, as Trustee, joins in
Petitioners' request to terminate the Trust.
WHEREFORE, the Petitionero respectfully request that the
Court enter an Order declaring the Jmnes H. Herendeen Trust (dated
July 21, 1994) terminated and that the 'l'rustee, Nancy E. Herendeen, is
free to deed the aforesaid real property to her individual name.
Nancy E. lIerendeen, in her capacity as Trustee, joins in this request.
DATED:;;.!iS ('10'/ '\. ~
Of Counsel
IlOCKLEY & MADDEN
212 North Third Street
P.O. Box 11998
Harrisburg, PA 17108
(717) 233-7691
l? e..~"- ~ ;o...~o
Peter B. Astorino
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VERIFICATIClII
It Nancy E. Herendeen, hereby verify that I am one of the
Petitioners identified in the foregoing document and that the facts
set forth therein are true to the best of llrf knowledge and infOIlllll-
tion. I understand that false statements herein are subject to the
penalties of 18 Pa. C.S. S4904 relating to unsworn falsification to
authorities.
DATED: 1/-}o'--lIS-
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VERIFlCATICN
I, Rachel Virginia Herendeen, hereby verify that I am one of
the Petitioners identified in the foregoing document and that the
facts set forth therein are true to the best of my knowledge and
infoIl\lStion. I understand that false statements herein are subject to
the penalties of 18 Pa. C.S. 54904 relating to unsworn falsification
to authorities.
DATED: I/-}o ---'I)
~J j P~a:G'~ . ihtdau-'
I el VU\3 a Herendeen
,
VERIFICATIOO
I, Rebecca Iouise Herendeen, hereby verify that I lIl1l one of
the Petitioners identified in the foregoing document and that the
facts set forth therein are true to the best of my knowledge and
infoDMtion. I understand that false ststements herein are subject to
the penalties of 18 Pa. C.S. S4904 relating to unsworn falsification
to authorities.
DATmI 1I~}?f -(If
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VERIFICATIOO
I, Deborah Ann Shapiro, hereby verify that I am one of the
Petitioners identified in the foregoing document and that the facts
set forth therein are true to the best of my knCMledge and informa-
tion. I understand that false statements herein are subject to the
penalties of 18 Pa. C.S. 54904 relating to unsworn falsification to
authorities.
DATED: 1/-- "?6-cr)
""kbDY'Ct h An n Sha.p~
Deborah Ann Shapiro
DATED: //--}o-CO-
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VERIFICATION
I, Jack D. Shapiro, hereby verify that I am one of the
Petitioners identified in the foregoing doc:mlent and that the facts
set forth therein are true to the best of my Imowledge and informa-
tion. I understand that false statements herein are subject to the
penalties of 18 Pa. C.S. S4904 relating to unsworn falsification to
authorities.
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TRUliT AOREEMHNT
TIllS AGREEMENT is made tWs 'Z ,.f dlyof ...Jdf:(j , 19114, hy IIId beIW..O
JAMES H, HERENDEEN, JR" (bereloalter called 'Senior'), aad JAMES . HHRENDHIiN, JR.. (b.rcloIU.r
called 'Truste.'),
IlACKGROUND: Senior ber.by auses IWs Trlllt to be fWlded by th. IrlllSl.r IlId uslJ:llW.OI of
",muo properlY 10 Trllltee, The Senior OIlY also ause otber properlY 10 be deposited for tbe UKS IIId
purposes of IWs TrIIIlltllller dlle, Th. properly Is listed 10 delall io Schedule 'A' Inlched to tWs Trust, IIId
made I pari bereof,
AGREEMENT: Settlor creates IWS Trusl 00 Ibe followlog lerms aad cooditloos:
ARTICLE I.
ADDITlON OF PROPERTY TO TRUST
Setl10r .eserves Ibe rigbllo add 10 IWS Trlllt properlY aad/or sccurilles by gUI, devise, be'!U..1 or
otb.rwls. bowsoever, wbetber such additioo be made by th. SenIor or aay oth.r persoo. Such addiliooal
properly IlIdlor sccurilles so Icqulred shall be beld 00 the same terms of Irlllt aod with like for"" aod cUCd as
if IWs properly aad/or sccurltles bad origloally cooslltuted I plrl of tbe TrIIIl.
ARTICLE 11.
ADMINISTRATION DURING SETI'LOR'S UFETIME
Duriag Seltlor's lifetime, Trllltee shall admhllsler the lrusl estlte as follows:
(I) Plymeots to Senior, Truslee sball PlY aoy o( th. iocom. from lb. trust estlte 10 Senior, or 10
otber penoDS designlled by Settlor, Ibl! Senior OIlY from lime 10 lime l'C'!uesl. Jo addllioa, Truslee shall pay
10 Senlo. aoy put or all of Ibe priocipal of the trusl estlle thlt Setl10r .equests ia I writlug dellver.d 10 Trust..
pllur 10 Senior's delth,
(b) Jocapacity or Jocompeteacy o( Senior, If Senior Is determloed 10 be locapacitlted or dlslbled
as provided io Article IV, Truslee sball, for Ibe durll10a o( such lacap"cllY, PlY 10 or Ipply (or lb. bcoeOl of
Senior, aod of Senior's spouse aad otber depeodeats, aay SUDIS (rom Ibe locow. or priocipal of lb. IrUSI estlte
Ibll Trustee, io Its absolul. dlscretJoo, deems o.......lry ur advlslbl. (ur lb. car., support, IlId OIalOtCOIll... IlId
for aoy olber 'purposes tbll Truslee conslden ocassary 10 provide (or tbe oeeds aad requlr.uleots of Selllor,
aod Senior'. SpoUK aod otber depeodeols, laldog 1010 coDSldcrllluo lb. slaadlrd of IIvlo!: tu wWch Ib.y I,e
""",,"lowed IllblllJOIe. These plyweo.. OIlY loclude direCl plymeo.. 10 aay laadlord, bOlel keeper or bospital;
fo, services reodered io cooa...1lua witb aoy medical, ounlag, or d.olal ar.; for servlccs reod.red io
(umlsWog food, c1otblog, IrlDSporlllloa. legal or lCCOuoliog services, or aoy otber .equl.ed services, provided
Ibal Truslee ,....Iv.. proper su,,"laal1llloa by Ibose per(ormiog Ibe services; aad fo, th. pr.pl'"lloo o( r.luros
aod plyweol of aay aad allllXes wWch Senior or SenIor's spouse OIlY be obligated 10 PlY UDder aoy Ippllcable
state or fed.ralllwl. Plymeot or UK o( aoy porlloo o( tb. iocom. or priacipal o( Ibe lrusl "lite (or aoy of lb.
purposes expressed above is 00110 'be qu"lioaed by aoy penoa or WUrl,
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ARTlCUlII!.
PRINCIPAL AND lNCOMll DISIlURSllMENT
Upon Senior's death, Ihe Truslcc shall disburse Ibe incowe aud principal of Ibe Trust Esllte in Ibe
mIDDer set forth in detallin Schedule'S' Inadled herelo,
ARTICLE IV.
DISABILITY OF SI:.TfLOR
U Senior becomea incoplclllted, dillbled, IDd/or ualble 10 1<:1 eUc"llvely 00 his own bebalf in millers
concerning this Trust, tben IDd in such evenllDY duly Ippolnled IlIorney In fact for Senior is bereby
empowered, on bebalf of Senior 10 exercise all rigllls of Senior in IDd under Ihls Trusl, excepl for Ibe rigbllO
IDlcod or revoke thls Trusl.
ARTICLE V.
AMENDMENT AND REVOCATION
11 is agreed thltlhe Seulor way by a wriling, delivered to the Truslee, (aj lDlend, modify or aller Ihls
Agreemcot, in whole or in pari, provided thallhe duties, powers aud lIabllllY of Ibe Trustee, sball nol be
chlDged wilhout ils wrinco aJDSCIII; (b) revoke lhls Agreement in whole or in pari,
ARTICLE VI.
UTIOATlON TO COLLECl' CWMS
The Truslee may iDSlilule any proceedings at law or in equllY in order 10 coforce the c:ollectlon of debts
owed 10 the Trust, IDd mlY do IDd perform IDY IDd all olher ...15 IDd thlngs which mlY be necesslry for Ihe
purpose of collcctlall such property. Trustee sball not, except allts opllou, enter inlo or maialaln IDY IIllgltion
10 aJliectsuch property until il shall hive bcco iDdemaUled 10 its IItlsfactloD agaiDSI all cxpclllCS IDd lilbllltles
ta which il mlY, in its judgmcol, be subjected by IDY such selioa 00 Its Plrt.
The Truslce Is IUlhorized 10 c:owpromise IDd adjusl c1alws arislug oUl of the Trust propeny, UpoD
such lerms IDd coDdllioDS as il may deem just, IDd tbe decision or Ihe Trustee sball be blDdlag IDd aJncluslve
upoa ail persoDS IDd corporslloDS interested tberdn, all wilhout ucc:cssily ror court spproval.
ARTICLE Vii.
POWERS OF TRUSfEE
Excepl as olberwlse specifically provided berela, IDd ia addilJon 10 the powers grlDled Truslcc by law,
ail of which shall be exercised by Truslee witbout poslJng bond or furnishing surelies iD this or IDY olher
jurisdlctlon, the Trustee shall hold IDd WlDsge Ihe fund, wbea 10 collected, togetber with such olher property as
wsy be acquJred, during Ibe exlslence of this Trust, all of which ssid property will herelnaI'ler be rererred 10 as
the 'Trusl Estste', or 'Trust' ssid term wewng Ibe principal and Income of IDY lrusl or lrusts crealed herdn
or In Schedule'S' hereof, upon the followJng lerms IDd aJndilious IDd wilb the followiDg powers and
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A. Tu take, huld or relaiD all or any plrl Dllhe Inal hereby crellw 10 the furm 01 whlch iI OilY be
Wlulrw IX IUDgas iI deems advisable and Iu receive alllhe IDcuwe, lacreweDls, reDlS and profit. Iherelluw;
B. Subjeclto Selllor'l reservw righU herelD Iu .ell, exchange, plnilioD, lease, UptlUD, or otherwl.e
dispose oC any propeny or pin IhercoC, real or penuDaI, which OIlY II lDY lime lorm pari ollhls Trust ESllte
II public or privlte laic Cor such purposes and UpoD such lerw., luctudloglales UD crwil wilh ur wilhuul
.ecurity, 10 such mlDDer and II .Dch prices IX iI OIlY delermlDe, Iucludluglbe righllo lease real eSllle Iur
periods 10 excess oC five years and Car I lerm expiriDg aller tbe terwlDltluD oC any Irwl, IUd luctudiuglhe ril,\hl
10 deal iD real ..tlte veDlure., IX IgeDeral or IIwiled partuer, Iu thc eveUI ulllale, cxchlUgc, p,niliuD, I...,.
or upliua of any of Ihe prupeny oC IbJI Trusl Eatlle, there Ihall be DU IIlbllily UD Ihe pari uf Ihe purchaser ur
purchaserl 10 .ee 10 Ihe IppllcallDU of Ihe puu:hase waDey, bUllhe sIDle shall be held and dlsposw of by .uch
purchaser ur purchasen Iree and c1elr DC any DC Ibe provisluus of auy Irwt crelted hereby;
c. SubjCClIO Selllor'l r...rved righU hereiD lu lav"l ur rciDVC!llhe Trust Estlle 10 auy prupeny,
real or persoaal, oC any klDd or Dlture, lacludlag.lacks, hoods, monglgC!, olher lecuritles IUd cowwua lrusl
fUDdl of Ihe Corporlle Trusll,e wilhoul belDgllmiled or reslricled tu iDveslmeDIS IX DOW or OIlY herelller be
prescribw lor lruslees by Ihe Ilws of Ihe CoOlOluDweallh oC PeuusylvaaJl ur any olher Sllle, IDcludiDglhe righl
tu Icqulre, .ell or relaiD sieck 10 the Corporlte Trustee. Trwl... OIlY lavesl, relDvcsl, buy, .ell or Irade
optluus, pUis, calls, or any olher l)'pc of fiDaudal lustrwueDt, Ihe allUre 01 wbJch Dced Dol be CODICDlplllW or
10 exllleace Illhe lime IbJI lruslll crexlW,
D. To cause securilles wbJch OIlY lrom tiwe lu tlwe cuwprise auy pari of Ihls Trusl !:sllte to be
regislcred 10 lIS olDIe IX Truslee Dr 10 Ihe olDIe of lDY Dowlaee or 10 lake and keep the sIDle wuegislerw and
relaiD them or any pari thercof 10 sDch coDdilluD thallhey will pass by delivery withoul dlscluslDg Ihe fact thll
Ihe propeny Is held 10 I fidudlry caplcily;
E, To wake auy 10IDS, either securw or W1Secured 10 .uch IDIOUUIS, upollsuch terms, II such riles
ollDlerest aud 10 such persous, firms, corporllloas or Ihe executur or admlwslrllor of Senior's Esllle wilhuul
IDteresl aud wilhout relmbunemeat for Ihe purpose of the plymeDI oC lUes, deblS aud admlwslrllloa expeuses.
F. To retalD the priacipal or corpus, or aoy plrt Ihereof of IbJs Trusl Esllle 10 the farm of cash;
G. To vote, 10 respeello auy securilles wbJch wlY Ilauy II00e Corm I pin oC IbJs Trusl Esllle, UpoD
any proposlliuD or c1cctloa II any m"'IIDgaud tu graot proxies, dlscretluDary or otherwise; 10 vole Ilaoy such
meetlDg: 10 jula 10 or become I pan oC auy reorgaolllllou, readju...weDt, werger, volillglrusl, cousolldllloD ur
exchauge aud 10 deposit aoy such .eL'Urilles wilh aoy ""OIwlllee, deposltury, lruslcc or olherwl.. and to PlY UUI
oC tbJ. Trusl Estlle any lees, expeuses, and ass....weals, IUL'Urred III CODDCClluu therewilh aud 10 chlrge Ihe
sIDle 10 priDctpal or lacume IS Truslee OIly.... fil: to exercise cuuvenloD, subscripliuD ur other rights. or 10
lell or IbaudoD .uch rights aud 10 rccc:lve IUd hold aoy Dew securities Inued IX I resuil of such reorgaollltluD,
rcadjwtmeDt, merger vOIIDgtrwt, tousulldllloD, exchauge or exercise oC subscriplloD, coDvenloD ur ulher
righlS; aud geDerally lake allactloD ID respcc1to aoy such seL'Uritles IS Truslee mlghl or could do IS Ibsolule
OWDer thercof; 10 vole auy SIeck 10 Ihe torporlle Iruslcc,lf auy, excepllhltlD Ihe el...110D of dlrCClun of said
torporlle Irwlee sald SIeck shall be voled as dlrCCled by Selllor, or if Dot, Selllor's oldesl chJld.
H. 10 Truslee's dlscretloD 10 allocate 10 eilher priDcipal or IDcowe or belweeD Ihew any aud all lues
(especially capilal galus tues) 01 recolpls or expeuses which Truslee OIlY be requirw 10 PlY UD behalf uf Ibis
Trusl Esllle,
1. To divide or dlslribute, wheaever ills required ur pcrwined, Ihls Trusl Esllle aod tu wake such
dlvisloD or dlslribulioa iD klad or 10 OIDDey ur plrtly III klDd and plrtly 10 mUDey, aud thlllur such purposes
Ihe judgmeDt of Ihe Trustee IX 10 Ihe value of Ihe dlUereul i1ems shall be coDcluslve aod fiDaI UpoD Ihe
beaeficilries; Truslee OIlY make 000 pro-rill diSlribulIuus.
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J, To hold aud admlwsler the Inl5ts cruled hereby ID ODe or more c:uosolldaled (und. ID wllule or iD
partlD which Ihe sepllale IrIlIts or funds shall have au undivided loteresl;
K, To comproml... c1alms, OD such lerms aud coodlllaos IS TrIlIICC, 10 TrIlIlee's sole aud exchl5lve
dlscretioa, deelDs appropriate wllhoul obtalwag coon approvallherelor,
L. To eDgage allorneys, lDvestmeat "oousel, acwuDtauts, ageDts and such olber perlOos IS h may
deem advisable la Ibe admlwmatloa DC thl. TrIlIl lislal. aud 10 mike soch paym.DI Iherelor u II may deem
relSoaable aud 10 "harge the expeoses Ihereollu ioc:ume ur prlOcipallS II may deli:nuioe aud 10 delegate lu ou"h
persoos any dlserelioD which II may deem pruper, The Tru.~I<. shall oot be Iiahle Cur auy Degllgeacc. omissiuo
or wroDgduiDg oC such couos.1 or ageDls. provldiogrelSuDable <:Ire WIS cxercised ID Iheir sel":llua;
M. If Ihe prioclpal DC any IrIlIlls payable 10 a persoa or persuos under Ihe age DC IweDIY..,De (21)
years, Ihe Truslee shall CODIiDo. Ih. lerm oC sald trust IS tu .ald persuo or persons ood.r Ih. age DC IW.oly..,oe
(21) y.ars. until he, sb. or Ibey allalD IwealY..,De (21) ye... oC age, paylDg ov.r 10 sald persUD und.r Ibe age DC
tweoly.oae (21) y..... or Cor their use and bea.OI. the proponiooal. sbar. oC Ih. D.llacom. DC sald trUSI:
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N. No tllle ID any TrIlIt Eslate, or 10 lb. IDcome accruiagtberefrom, or ID Its a=uoulaliaD sball vesl
ia auy beD.Oclary, aud DO beaeficllry shall havelbe righl or pow.r 10 traosCer, assign, anticipate, or eDeumber
his or h.r lalercstla sald TrIlIt Eslale. or ID the iacom. th.refrom. prior to Ih. actual dlslribolioalhercof by Ibe
Truste. to sald b.oeficiary. Fonh.r Dellher Ih. locom. oor the priDclpal DC any TrIlIl Eslat. shall be liable 10
auy mlDDer, 10 Ihe possessiOD DC Ihe Trusle. Cor Ibe debts, coDtraets or eDgagemeDts of any beDeficlary.
0, Shoold Ih. priDcipal or iDcom. or belh of Ihls or any Tru.~t be payabl. 10 any persOD U 10 whom
th. Trusl.. hu lCIual knowledge of I coun adjudlcallOD DC iDcompel.aey. or IDcapacity, or who Ihe TrIlIlCC
delermlaes, ID Ih. discretloD of Truslee, Is uaabl. 10 IC\ errccllv.ly OD his or her OWD behalC iD fiDaucial
mailers, IheD Truslee sball hay. Ih. right 10 use soch priucipal or iDcom. 10 pay 10 such beDeficlary, ur Cur Ibe
bea.fit of such b.Deficiary.
P. No lrusl crealed h.relD, or by exercise DC a power DC appaiDtmeal h.reunder, shall coDliuu. Cor
more tb'18 Iw.aty-oae (21) ye... afler Ih. deatb of the IISIIU di. of Selllor and Ih. beueficlaries iD beiDgatlhe
dal. of Selllor's d.ath. Ally propeny sllll held 10 trusl at the explralioo oC thai period shalllmmedialely vest iu
aud b. dlslributed 10 Ihe persoa or persoos th.a e"tlllrJ 10 receive or have lb. beDefil oC Ibe lacome Iberefrom
iD lb. proponioos ID which Ih.y are eatllled Ih.relJ, or iC tb.ir IUlerests arc iDd.fiwl., Iben iD equal shares, per
stirpes,
Q, If alauy Iim. duriDg th. lerm DC this Trust, Truslee determlDes, 10 lis sole discrelioD, Ihattb.
corpus of Ih. Trust hu become 100 small 10 be practicable, or uaecuDumlcal 10 couliou., Ih.D Trusl.. may
dlslribol. Ihe corpus oC Ihe TrIlIt esllle 10 the IbeD IDcome beoeficiary or beaefi.iaries iD acwrdaucc wllb Ihe
ponloos of IDcom. 10 which uch beDeficiary Is .atilled, or II ouch ponloos arc Dot specifically sel Conb bereiu,
lbeD ID such lOlounts u it deems Ippropriale,
R, The wurds "cblld. cblldrcD or is..ue or d=adauls" IS used 10 Ihis TrIlIl. shallloclude adupled
cblldreD and adopled graudcblldreD. and cblldrCD or graudcblldreD born or adopled afl.r Ih. dal. DC Ihls Trusl,
unless cxpressly staled to Ih. coDtrary.
S. All powers and aulborilies grauled to Truslee her.uader shall be fully exerclsabl. by Trusl.e
Ihrough and iDcludiDg fiaal dislribulioa oC ass.ts h.reunder, even Ihough th. TrIlIt may hay. lermiaaled
IhereloCor..
T. To malalala rClSODable reserves Cor deprcclalluD, deplelioD, lOlonlzalioD and obsol=Dcc.
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U. 1D Troslee'llole dllerelluD IU alloate luch cxewplloDS as ore Ivalllble as 10 the geoerllluD
IklpplDg trlllllcr IIX to IDY propeny, to laclu~e IDY property how Ihll alloalloo ID~ 10 make all rellled
alloalloos therelo, No beDellclary Ihall hive IOY clllm Igllosl Truslee lor exerclslDg such IUocalloo powcn as
grlDled herelD,
V, No penoo IIIDY time ICIIDg IS I Truslee hereUDder Ihlll hive IDY power or obllgllloD 10
partlclplte 10 IDY dlscrelloalry Iulborlly Senior has glvea 10 Trultee to PlY the IDoome Dr pno.ipll 10 lOch
penoD or for his or her beaelll or 10 relief of hll or her legal obllgSllous.
furlher, DO Tnalee who Is I beaellclary of ooc ollhc truslS, ur whu Is legally uhllglled lu SUPIKut I
beDellclory, shall ever plrtlclplte 10 (I) Ihe exer.ise 01, or decisloD Dol to exerci.e, IOY di""relloD 10 PlY locome
or pnDclpalto, or 10 Ipply locome or pnoclpal Cor the beDell1 01, illY beucllcllry (iDCludlog dl..:relioo 10
alloate luo~s lDIooll I gruup 01 beDellcilnes and ~Iscrelloo 10 I""umullle IDoome), (il) Ihe delermlDllloo
whelher I beDeflcilry Is disabled, (Ill) the decisloD to eD~ IDY lrusl, (Iv) Ihe exercise 01 dlscrellua 10 allO<:lle
recclpls or expe8ICI belweeD pnDcipalaud locome, (v) ~ecislaDS 10 exercise lax oplloDS, (vi) I decisloD 10 make
plymeDts 10 al~ 10 Ihe senlemeDI 01 my CSllle, (vU) Ihe scle'1100 oC I cuslodllD lor I mlDor's property, (vlll) the
selectloD Dllhe property 10 be allocaled 10 Ihe mlnlal ~eductioo Irust, (Ix) Ihe dccisloo 10 combiDe or dlvl~e
IruslS, or (x) Ihe lDIeadmeal of Ihe lrust by I Truslee hereoD~er.
ARTICLE VIII.
APPUCAIlLE LAW
1bls Trust hIS beea accepted 10 the Sllle 01 Pe8D5ylvaoJl and shall 10 all rcspcclS be govemed by the
laws 01 thlt Sllte,
ARTICLE lX,
TRUSTEE'S COMPENSATION
Compcasllloa p"y"ble 10 Truslee shall be Ihe compeosalloo due, 10 Iccardaucc wllh Ihe Ice schedule of
Truslee, II Ihe lime Truslee rea~ers services hereoa~er, butlC Truslee hIS DO soch Ce. schedDl., IheD such
compeasllloD shall b. relSoalble.
ARTICLE X,
SUCCESSOR TRUSTEE
Upoa the ~ellh, rcslJlllIUoo or lalbillly to ICt oC the Troslee, Ihea Selllor hereby OlDIes Senior's
spoose, or Senior's spouse's deslJlllee, IS Su=ssor Trusle., (or Ihe dcslJlllee 01 Ihe Successor), 10 serve, also
wllhout buDd, 10 Ihls or IDY olher junsdlcllou an~ without forther order oC coort,
ARTICLE XI.
REAL ESfATE CONTRIBUTED BY SETTLOR
NOIWllbsllOdlDglDY olher provlsloDS coolaloed 10 Ihe body hereol, DO rcaJ eslll. farmlDg . part 01 Ibe
Trusl EsIII. which hIS bcca coDtribuled herelo by Senior, or proceeds or locome or olher beaefll Irom IUch real
csllle coolribolcd by Senior Ihall be dlslnboled or ellglble \0 be dlslribuled 10 . beaeficlary 10 whom Ihe
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dlstrlbullon would hive geoerlted a Real Esllte Traasrer Tax belug p"yable upou lhe traasrer or Ibe ,eal esllle
to Ihe Trusl by Grantnr.
Ills Senlo,'slnlenllna Ihalthe contrlbullon or real esllle herelo by Senla, shall be hee Cram ,eal CoIllle
Iraasrer taxes. Funher, any real esllte contributed hy Senior 10 the Trusl Estlte, or prucceds or Income or
other benefil Crom such real estlte conlrlbuled by Senior shall be dlslrlbuted, during Senior's lICe, solely ror Ihe
benefit of Senior. Upoa Senlor'a death, such real CoIllle, or prucceds or luo:ome or olber benefil Cram such ,eal
CoItate coatrlbuted by Senior shall be held by Truslee for lhe exclusive beaefit or Setllor'sspouse, duriug her
lICetlme and, upoa her dellh, or If she predo:ccascs Settlnr, shall be dlstrlbuled, absolulely SlId rree or lruslto
Senior's Issue,
IN WITNESS WHEREOF, Ihe Senior, and Truslee, have slgued IhJs Trustlhe day and yell firsl
above wrlnen.
(SEAL)
Slgued, scaled and delivered
In the preseuce or:
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J ES H. HERENDEEN, JR:
(SEAL)
"Settlor"
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r .~e/-.~'~1~."" Q.-:
J H. HERENDEEN, JR. ~
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"Trustee"
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COMMONWEALTH OF PENNSYLVANIA:
55:
COUNTY OF DAUPHIN:
On tbe d /tJf: day of , 1994, beforc we, tbe aub~criber, a NUlary
Public 10 and for uld Commoawcahb and . tbe abov..owed JAMIlS H. HHlUlNOIlIlN, JR.,
IIllsfaclorily proveu 10 we 10 be tbe """' whose we IIlub~.rlbed 10 Ibe wllhJu lustruweul, IUd
ac:lU1owledged tbe above Agrcc:meol 10 be hJl/ber a.1and deed, IUd dCllred Ibe a&We mlgbl be recorded U IUch.
WITNESS my b18d and Noaarial Seal.
NOTARIAL SEAL
JUDY AIMES. NOlII)' MIle
HarrlJburv, Dauphin CountY
My CommiSSIon ExplresS.p!' 8. 1997
COMMONWEALTH OF PENNSYLVANIA:
55:
COUNTY OF DAUPHIN:
On the c:? / oJ; day of , 1994, beforc me, Ibe subscriber, a NOlary
Public 10 IUd for said Commoawcalth IUd Co Ibe above.aamed JAMES H, HERENDEEN, JR"
sallsfaClorily provea to DIe to be the ""flIOU ose 0 e is subscribed 10 tbe wllbJo lostfUWClIl, IDd
acluIowledged tbe above Agrcc:meot to be bJslber act and deed, and desired tbe lIDIe might be recorded U IUcl1.
WITNESS my hand IDd NOlarial Seal.
NOTARIAlSEAL
JUDV A. 'MES, NolaI)' PuIlIJc
Harrisburg, DlIJPhtn ClJU!!l)'
My Comml$SlOn expires Sept. 8, 1997
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SCHIJDUUl"A"
UST OF PROPERTY DEPOSITED WITH
JAMES H. HERENDEEN, JR, UNDER REVOCABLE TRUST AGREEMENT .
WITH JAMES H. HERENDEEN, JR.
. Oae Dollu ($1.00)
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PLAN OF DISTIUlllrrlON 01' TRUST El>7ATE O~'
JAMES H, HURHNDUEN, JR. UNDER AOREEMUNT
DATED , 1\1\14
UJIOII Selllor'. deallllll ,ell ..laic ur lM:lllnr Iblll be dlllributcd 10 Selllor'. lpo..., NANCY E.
HERENDIlEN, IUbJCClto lIIe proYI,luus uf A'I!'le XI bereuf.
Upoll Setdo,'. dC&\b Ibll Trusl ,bllllerwiolle ao~ Tr"I"" ,bill dlltribule llllauJ:ible pu,wull prupurlY
bellla . puI of Ibc TIlIII Eat.le to Sclllur's sJluuse, NANCY U. IIHRENDEUN, bulif Ibe II IIUItbeu IlYlu~ 10
Sctdor'. IIIC11IlYIIIJI dllldrcll, lu as ...ull sbar.., L' praeli.,."le .. ..,1""le~ by Tnulee, 'lbe resl, re.I~... ao~
'ClllIIDder aIIlll be paid LII~ ~lslribul"", abM.lulcly au~ bee: ur 1'''1, lu Selllor'l lpollJl4:, NANCY U,
HERENDIlliN, lC aile II lurvlvlulllbirlY (311) ~.ys oller Sclllu,'s ~ealb, bUlif sbe II uUllbeu survlvlul:, Ibeu
TllIIlcct IbIII bold \bal 'C11I, residue aud reuloiuder iu IUrlber Tru.<1 ou Ibe tulluwlul: lerDI. aud wudlllu..:
.
U III of Selllor'. dllldrcu are IweolY-lwU (22) yco", or al:e, Ibe 10lXlwe awl prioelpll ,bill be paid 10
IIIC111. pcr .drpcs, absolulely LIId rree af1rusl. II allur Selllur'. &:bJldn:o baye oUllllaiu"" tbe al:e or IweulY-
Iwu (22) y...., III.... lIIe III""me aud Iniueil,.1 .b.1l he bdd lu rUrlber Trust by 1"UlI.. ..lUll III ur su"" purll....
of lIIe wlXIwe aod/or prioapallu or fur lb.. heuellt ur lM:lllor's ""ildreu or OIly uf Ibew, tor Ibeir e~u..liou,
belllll, welfare, .uppon, maillleuau"", buusilll! "' beohb "".e, uUlillbe yuuul!e.. ""lid allaius IweuIY-IWU (21)
y.... at wbJ"" lime Ibe TrUll 1Illlllerwiuole, aud 'be prioeiJlollUl~ OIly a""uwulaled Iuc<'we IIlIlI be paid
absolulelyawl f,ce of Tnullo Solllur's Issue, pur OIirpca.
U 110 issue survive 10 lerwlllaliuu uf Ibis T'UlI, lIIeu Selllo,'s Tnul lislale 511011 be pai~ abaolulely aod
!rcc of Tnulto PEOOY ANN SPIER.
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Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters Testamentary
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No. 1994-00876 PA No. 2194-0876
ESTATE OF HERENDEEN JAMES H JR
\J."I\::.....', l'~KtfJ.., lWl.LUUuJ:.}
Late of
LOWER ALLEN TOWNSHIP
~UMU~KJ."I\NU ~UUN~I,
WHEREAS,
dated Julv
was admitted
on the 18th
21st 1994
to probate as the last will of HERENDEEN JAMES H JR
(uA~~, r~"~~, M~uuu~l
Deceased
Social Security No. 161-34-2466
day of October
1921 an instrument
late of LOWER ALLEN TOWNSHIP
19th day of September 1994 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the count~ of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to NANCY E HERENDEEN
who ~ duly qualified as Executor(rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA
IN TESTIMONY WHEREOF,
of my Office the 18th day
,
CUMBERLAND County, who died on the
I have hereunto set my hand and affixed the seal
of October 1994.
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LAS'I' Will. AND TmiTAMIJNT
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OF
JAMIJS Jl, JlIJRIJNDlJllN, JR,
I, JAMES H, HERENDEEN, m.. wake Ihls wy Lasl Will and TesllUlent, and I revoke any Ilfevlous Will,
FIIUiT: I direct wy Executnr to pay all wy last JIIness lWd funeral expeases as sooa as convenicnl.
SECOND: Allor wy tanglhlc personal property (excc:pl ror snch prol'eny uscd in a Ifade or busluus),
I give 10 my wll'e, NANCY E, IIIJRENDIJEN, Ilsbe survives wc by tWrlY (30) days. 11 wy wll'e, docs not survive
me by tWny (30) days, I give the above property to wy children in as eqnal shares as practicable, as seleclcd by
my Executor.
THIRD: All the rest, ruldue and rewainder or wy eSlalc, or whalsnever nalurc and wheresoever slluale,
shall be I,aid and distributed as roilows: absolulely to wy wile, IC she survives we by Ihlrty (30) days, butlC she
docs aot so survive we by thlrlY (30) days, IbeD tbe rest, residoe and remainder DC wy eslale shall be paid to the
Truslee under Trust Allreewenl dated
FOURTH: I direct my Execntor 10 pay all inheritance, estale, succcssinu and lellaey taxes, tOlle'her wllh
,
J..lt zi
, 1994 c,ealed by we, to rorw a I"n Ihereor.
any and alllnteresl andlor pen. hies or otber charlles thcrenu, oC whalsoever nature and klud, to which wy cslatc
or the IransCer or any Inopeny passlull hereunder, or Olberwlscl'assinll by reason oC wy deatb, way be suhjeel. Irow
the principal oC tbe residne or wy estale.
FIFTH: My Execulor Is bereby aUlhoriud and empowered, in addlllon 10 sucb powers lllanled execnlors
by law, all exercisable wllbout court order: (a) 10 seil securities or olber p,operIY, teal or personal or botb: (b)
to borrow woney Crow sucb per~ons as II way desire, including Ibe power to borrnw frow Itself as an Individual
or as a C1du.iary nnder any Trust ^llreewent ror any purpnse necessary or desirable in conneellon wllh tbe paywent
or taxes or otber wallers la.ideutal In the selllewenl or adwlniSlfatiou or my E..tale, or ror investwentl,url'oscs,
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00 eitber a secured or DUsecured basis, at such rate o! iUleresl IS my Execulor may deem acccplable and 10 slgu
noles and 10 pledge Ibe assels o! my Eslalc as securily Iberelor; (c) 10 malec uau'prorala dislribullous iu kiDd or
panly 10 klud or panly 10 casb; (d) to rcraia all ur auy pari D! my property, real or persoDaI, coustltutiug my Eslate
lor such lime as my Executor deems best or tD iavesl or :eiuvest Ibe slllle wilboul being reslricled 10 "legal"
inveslmeals; (c) to file jolDllacome I,... reluros and ID cousenllo joint gi!111X reluros wilb my wl!e, ber execUIDrs
or admlwstralors; (I) 10 compromise claims agaiusl or in !avar ol tbe Estale, wilb or wilboUI Coun approval 00
such lerms and CODdilloos as Executor deems appropriale, 10 my Execulor's sole dlscretiDD; (g) If the Eslale
lacludcs any ialerest wblch I bad 10 a buslaess altbe time of my dealh, wbetber tbe slllle is a sole proprielorsblp,
a pannersblp, or a corpDralloa 10 wblch I owaed all or a subslanllal ponloa of Ibe stock, to coallaue said business,
untfl such lime 15 my Execulor deems advisable 10 sell,lIquJdale or dislrlbute tbe slllle 10 klDd. Executor sball bave
all righls and powers ID coWleclloa wilh said busiDess IS J bad whea f1vlDg,
SIXTH: I DomlDale, coD5tilute and appolDt my wile, NANCY E. HERENDEEN, 15 Execulor nuder Ibls
my Last Will and Tesllllleat, If my wile 15 unable or unwflllag 10 serve 15 Executor, tbea J aomlaate, cooslllule
and appolal PEGGY ANN SPIER 15 Successor ExeculDr witb Ihe Slllle dulles and powers IS If origiually appolated.
No boad sball be requJred latbls or any other jurisdlclloa of my Execulor or Successor Execulor.
SEVENTH: I bereby nomlaale, coostilute ~d appoint PEGGY ANN SPIER IS Guardian of Ihe eslale
of any mlaor or olher beaeficJary pbyslcally or meatally unable to manage bls or her aUairs and to serve wilhoul
boad In Ibls or any olher jurisdiction,
If any beaeficiary of my eslate is under Ihe age of elghteea (18) years al Ibe time at wblch diSlribulloa ol
any propeny devised and bequeathed by tbls Will would otherwise be made 10 such beneficiary, or Is unable 10
manage bls or her owa aUalrs, my Executor sball dlSlribule all such propeny to the guardian of Ibe eslate of such
beaeficiary.
The guardian shall hold, manage, invesland relavestany propeny received by Ibe guardian (whelher UDder
Ibls Will or otherwise), sball collect the IDcome thereof, and shall apply so much of Ihe act iDcome aud, If the Del
Jacome is losufficicot, so much of the priacipaI of the property beld for such beneficiary IS Ihe guardian shall dum
acccssary or advisable for such beDeficiary's health, maiDlenance, suppon and complele cducallon,
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The guardian shallaccumulale any surplus ael iacome annually and add the same 10 the principal of the
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Whea such beaeficiary allalos Ihe age or elghlcea (18) years, or becomes able In manage Ws or her aUalrs,
properly held for such beneficiary,
t,
the guardl18 shall dislribute to such beneficiary all property held by the guardi18 ror such beneficiary,
U such beneficiary dies berore allaloJng Ihe age or eighleen (18) years, or becoming able 10 m18age Ws
or her affairs, the guardl18 shall distribule to the persoaal represeataUve of such beueficiary's eslale all property
held by the guardl18 lor auch beneficiary,
EIGHTH: The compeosalioa payable to my Execulor shall be reasonable compeosaUoa,
"
NINTH: The words "cbJld, cbJldrea, or issue', IS used ia tbls WlIl, shalliacJude adopled persoDS 18d
persoDS born or adopled uler the date or this Will, respectively uoJess expressly stated to the coalrary,
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TENTH: I hereby authorize my Executor In addltloato all powers grlUled by law, 10 make such elecllon
In coDDectioa with selllemenlS under employee beaefil pllDS fn wWch I have 18 lalerestas my Executor deems most
"
adV18tagcous nader all the circumslances,
IN WITNESS WHEREOF, I, JAMES H, HERENDEEN, JR" Ihe Teslator, 10 Ibis my Last WlIl and
Testameat, typewrillea 00 five (S) sheels or paper have sel my hand IUd scaltbis
'Z J sf
day or
. luly
,1994.
"
(SEAL)
Signed, scaled, published 18d declared by JAMES H, HERENDEEN, JR" lhe said Teslalor, IS 18d ror his Last
WIII18d TcsllDlent, In onr prcseace, at Ws rcquesl18d fa lhe presence ol each olher have hereunlo set our h18ds
and se . IS allesUag wilacsscs.
residing at
t!;l;4 ~,
resldiag al
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. COMMONWEALT/I OF PENNSYLVANIA:
ss:
COUNTY OF DAUPHIN:
I, JAMES H. HERENDEEN, JR" Testalor, wbose olWe Is signed 10 tbe all ached or Coregologlomumeol,
havlDg buD duly quallOed accord lag 10 law, do bereby acknowledge Ibat J signed aod executed Ibe IlISlIumeDt as
my Lasl WUI: tball signed It wllllagly: aod tball sigaed II as my Cree aod volualary Ult Cor Ibe purposes tberelo
exprcued.
Sworn or aC1Inocd 10 aod ackoowledged before me, by JAMES /I, HERENDEEN, JR" Ibe leslalor, thla
_day DC ,1994,
JAMES H, HERENDEEN, JR,
Nolary Public
My Commlssloo Expires:
COMMONWEALTH OF PENNSYLVANIA:
ss:
COUNTY OF DAUPHIN:
We, aod , tbe wllowes wbose OlDIes
arc signed to Ibe allacbed or CoregolDg IlISlrwoeal, b~ag duly qualified accordlag to law, do depose aod say tbat
we were prescot aod saw Teslator sign aod execule Ibe IllSlrumeollS his Last WlII aod TestlDleot; Ibal Teslalor
signed will/ogly aod tbat Testalor execuled II as his Cree aod volunlary act for tbe purposes IberelD exprwed; Ibal
each of us 10 Ibe beariog aod slgbl of Ibe Teslalor signed Ibe WlII IS wilocsses: and Ibat to tbe besl oC our
knowledge Ibe Testator was al tbat lime elghteea or more years of age, of sound mlod aod under 00 colIStraJoI or
uodue lofiueocc.
Sworn or aC1Inocd 10 aod subscribed 10 before me by
, tbe witoesses, Ihls
day of
aod
,1994.
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Notary Public
My Commlssloa Expires: ,
Stale of Admlssloa DC Allaruey:
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COMMONWEALTH 01' PENNSYLVANIA:
ss:
! COUNTY 01' DAUPIIIN:
On thll, rbeJ/~.y DC , 1994, beCore me, Ibe undersigned
officer, perloDally Ippeared ROBERT C. IT' , kaowa 10 me or III1SCIClorily provea, 10 be I member DC Ibe
bar oC Ibe hlghesl c:oun of laid Stile an lublc blue whuess to tbe Whhl~~~~CJed Iblt be wu
pc D Iy r I w CD J ES H. HERENDEEN, JR., IS Teslltor, and . fiA.., and
, IS wha...es, wbole DlIOes lie lublcribed to Ibe whhlD InslrumeDt
excculed tbe IlDIe d I laid persoal Icknowledged Ibl. tbey execured tbe IlIOe Cor Ibe purposes IberelD
coalalDed, and desired the sIDle mlgh' be recorded IS lueb.
IN WITNESS WHEREOI', I blve bereunlo lei my band and Norarialleal,
My
NOTARIAL SEAL
JUDY A. IMES, Notal}' Public
Harrlsbutg, Dauphin County
My Commlsslon Expires Sept. 8, 1997
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. '
5
'3-7.'1~g? -19'7
nCLEr\: :1, ~~,.>..;~u:
R~COIlD[fi Of GEEDS
CUMBERLAr;:; courm - PA
'911 JUI. 26 PI'l12 05
l.lli1ill
TillS DEED Is made Ihls ,:II doy of ,At, , 11)1)4, helween NANCY E,
IIERENlJImN, . herelnoher called "Orantor" ond MM, II. IIERENDEEN, JR" herelnaCler called
"elrantce". (Bnlh Granlnr and Oranlce, whether olle dr.'uwrc, referred In a~ thuugh singular IUllllmber).
WITNESSETII, Ibaltbe Oranlllr ClIr and In cllnslderallllnllf Ihe sum of Onc DlIllar ($I,()()) aud other
1(1I11d and valuahlc cllnslderalllln, paid hy Ihe (Irantee III the Gunlor, al and he fore Ihe sllUllul( and delivery lIC
these presents, IIle reeclpl wherellf Is herehy acknllwledl(ed, ha., I(ranted. harl(alned, sllld, aud conveyed, and h)'
these presents dnes grant, hargain, sell, and convey untn the Granlee and Granlee's heirs, successors and
a.ssll(lls tbe premises descrlhed un Exhlhlt "A" anacbed berelo aad Incorpllrated herein hy reCereuce.
'J'OOETIIER wltb all hnlldln!l-" Imlllllvemenls, Wllllds, ways, rll(hls. IIherlles, privileges, heredllameuts
aud IppurtcnauL'Cs. to the saDIe helonging, or In allY wise appcrtahdnJ;, ami any reversions, remainders, renls,
Issues and pronts Ihereof. and lIC every part and parccllhereoC. lucludlnl( aay Interests speclneally set Corlh on
Exhlhlt "N', IC auy. And alsll, alllhe eslate. rll(hl, litle, Interest. prol'erly. pllssesslon, claim aud demaud
whalsllever, hlllh lulaw and eqnlty. oC Ihe Grantor oC. In and III Ihe some,
TO IIA VE AND TO 1I0LD Ihe same premises, and Ihc aplmrlenances, herehy I(ranted 10 Granlee and
Granlee's heirs. successurs and a.liisJgns, In amI fur the uuly proper lIse. bcncfil and behoof uf Ihe Granlee and
Graulee's heirs. succcssors aud a.ssllU1S Corever, under and suhjeclto the condltlllns set forth lIa Exhlhlt "A", If
an)'.
IINDER J\ND SIIIUECT III all Acts of Assemhly, C<1IInl)' and Towashlp Ordluanecs, ril(hts of Puhlic
IIIlIilyaud Puhllc Scrvlce C<1h1)1anles, exlstlul( restrlctlllns and ca.,ehleals. vlslhle or oC record. 10 the ex leal that
any persous or entities have acqnlred lel(a1 rll(hts Iherelo, )llaas, rl[!bts oC way, liens oC record.
'Ibis transCer Is cxempt Crom Peunsylvonla IransCer laxcs hecause . IransCcr Crunl hnshaud aud wlCe to
hushand,
JAMES Jl, JlERENDEEN. JR, jllias In execntlon oC Ihis Deed hlr the purpose oC relea.,lug any Inlercst
of any kind or nalure whalsnever in ur In 1he premises herein cunveyed.
^NJ> Ihe Grantor herehy coveuanlS .nd al(rees thot Granlm will warrant spcclally thc )lroperl)' herchy
cOllvcycll,
,ALl
b,: 1 DEl ;',r,f . 6G
.
COMMONWllALTII OI'I'IiNNSVI.VANIA:
SSI
COUNTY 01' DA\JI'IIIN:
00 Ihe d /~ dlY Ill' , IIJ~4. hel'Ilre DIe, Ihe .uh,erlher, I Nutlry
1'lIblle la IUd for sold C.,wwollwelllh olld 011111 eallle IIle ahllve'lIamed NANCY E. 11Ii1U!NIlHliN aad
JA~mS II. IIEUENDIlIlN, JR.. her blls ,lIIJ, s. 'Iaelllrlly (lI1lyeU III Ule III he Ibe l,e,"IlIl' whllse 1I0llles are ._
.uhserlbed 10 the wlthlu IUSIrUlllell1 olld ;19\1,"wledlled Ibe obllve luslllllllelll III be Ibelr oel olld deed, olld:~<l.lelli~j""',
Ibe ..we wl1th1 be reeurded a' >uela, ..(")~......,..,..( ,
~','.' 1'\V^7( ',,,
;I'~f~'~' iJt.~' J' ','
:,'1" .~IA ~.. . '/~', \-
i &",;~. lr" .~) ';:~ ~ 0 :,
q'~'1t~. '.V;; o,1!j,t ~ jz f ~
,:\f~."~;t..,~,,, "It'tt;t='
~.).......;,.;: ';'01'/ \.\ l,)~,..~~ ....-
'., ....'.:r .
'.. -It. ....,...I"j,.,r; ".
.....,.fOI;:i::.\O'(".~
,',".'11....'
WITNlJSS my bllld IIId Nnlarlal seal,
NOTARiAl SEAL
JUOV A./MES, NOla~ Public
Harrisburg, Dauphin County
My Commlsslon fxpltes Sept, 8. 1997
171111.
I hereby certify Ibatlbe IIreelse address Ill' IIle Orllllee berelu I, 311~ IIlaeklaleb Lllle, CIWII 11111, I'A
~
.
2
BJOK 109 ?ACr 67
COMMONWEAI.TII OF J>ENNSYI.VANIA:
SS: ( ~
COUNTY OF ill.. :
Recorded Oil Ihe 9.. \j)
O~(j IIf Ih,e Recorder or D.eds or (,,..1.)
.
day of
Couaty, I'
, 199~, III Ihe
, Volllmc ~J>.ge
~d'-~~ ~
3
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~-~"........" .
-_I ;;',~;., '::'::' ~
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-.-J.l" .~ ,i.i... ,;~~jl
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It::)' ,'.l"'ti:". ,.... . "'.A>. ,
,"'- . 'lfi"Ji\.: ,'." ,,' .t i
..IL.....~ I.. ",J.I'I".. .,"\, .,1 t .j, . I
. O:/r"L~' . :;',\ "-~'. :.: do I,
, C,), f~., ,..... ',,'.,' I...." .
, Ll..f:'.ji,','" . r ": ".. _~~, .;
: ~':'LI\."'.' ,........~,.:..
C_,.:\.......'.,.. JJ,'t';.,:.: 1,..1 ;.'~'
., ,!'. ~ 1.., .',.. :..... ",~.
t. :-......._ ......~...,;......:. .:
~. .<..~l~ " .' ..
, ....~....',.. .,\" .~
-1.;1''''::\\......'..
'\ ..hl L"... ....
\\\,.........~.....
6JI:K 109 ~^cr . 68
, ,
,
.
I;XlIlllrr"A"
ALl. Ibll ccnaJu piece or plrcel ,,'llud ,lIlIllellllhe 'InwlI,hiJl ",I "w,', Aile", ('"ualy uf CumberllUd, Sllle of Pean~ylvlnll,
'ej,,~ more plnku/lrly bouuded aad IIe'crlhed I' l"lI"w\:
BEGINNING at a point on the eastern line of Black-
latch Lane, which point. is at the line dividing Lots
Nos. 179 and 1110 on tltl! hereinafter mentioned Plan of
Lots, thence along till' southern line of Lot No. 179
north fifty-two (52) d~grees fifty-four (54) minutes
fiftY-five (55) seconds p.ast one hUndrecl fortY-one and
twenty-nine one-huncJrmlths (141.29) feut to the south-
western line of l.ot No. 178t thrmet! alonq the same south
seventy-three (73) Clegr~os thirty-cig/,t /J1l) minutes
twenty (20) seconds I.hlSl one hundred twenty-nine and
thirty-three one-hundrl'd tits (129. J3) feet to the north_
western line of Lot No. Jill; thence along the same south
fortY-five (45) degrpPR fifty-six (56) minutes ten IJO)
seconds West one hundr~d seventy-thrDe and seventY-four
one-hundredths (173.74) fcut to the eastern line of
Blacklatch Lane; theneu along the samo by an arc curving
to the left having a rn~ius of fifty (50) feet, an arc
distance of sixteen and fiftY-one one-hundredths (16.5JI
feet to a POint, thence continUing along the same by an
arc curving to the riyht haVing a radius of fifty-seven
and twentY-four one-hundredths (57.24) feet, an arc
distance of thirty-nine_ and eighty-eight olle-hundredths
(39.88) feet to a Point; thence north forty-nine (49)
degrees fifteen 115) millutes west, along the same,
fiftY-one and eighteen onc-hundredths (51.18) feet to II
point; thence COntinuing i/long the 11.1me by an arc curv-
ing to the right haviny a radius through the center of
Blacklatch Lane of one hundred SixtY-Six and twenty-nine
one-hundredths 1166.29) fPPt, an arc distance of thirty
(30) feet to the ~oint of BEGINNING.
BEING Lot No. 180, Plan of Section 8, Allendale, as
recorded in the CUmberland County Recorder's Office in
Plan Book 15, Page 45.
HAVING THCREON ERF:CTlm a dwelling house known as
J09 Blacklatch Lane, Camp lIil1, Pennsylvania.
UNDER AND SUBJECT to restrictions, conditions,
covenants, and easements of record.
&JeK 109 ,'AtE . 69
HIi/NO Ibe lame preml... wblch Jlale' 1/. lIere"dee" a"d 1:1e'''ll/ 1', lIerendeell, 10/" wire, hy tbelr deed dlled July 22, I\I~J. l
:cmllell 10 Ibe Office nr tbe Recorder nr neell, uf ('''lIIh.'rl.,"/ ('''"IIY I" I lel'd lIullk UlI. pl!:e h7, ltraalell IUd coaveycd Ualn Jlme,' I ,
.e<<lIdeell, Jr, aud Nauey J;, Hereadeea, hi" wilt"
4
.,. -. - -. ~ _. .- ..
.~--
I!.-'> oJ ~'tJ~
/3#'2'!ofo?'
, l' 1
I I
RorElii f, ZIEGLER
RECORDER or DEEDS
CUMOERLM/D COUNTY-PA
'9~ JUI. 26 Pfl12,06
llliill
TIJlS DilEO II mlde Ibll %1 dlY III - l.<f. ' 11/94, belweeo JAM!!S II.
IIERENDIlIlN, JR. bereloaller called "O'alllu," alld JAM!!S . IIElWNllIiHN, JR.. 'I'roslee ullder 'I'm",
A1lfecmeot dlled " I J' , 1l/l/4 wllh JAMI~o; II, IlIiltHNllIiHN, JR, ... Sclllur aud 'l'ruslee,
herelnlHer t:aJlw "Uraulcc". (Bolb O.al1lor illlIl tirauh:e, whclhcr unc nr IIImc, rdcrrcll 10"" Ibnulili ,dugul.r
lu oumber),
WITNESS!!TII, Iblllbe (iralllllr lur "lid III ellllslderallullul' Ihe SUUl ul' Olle J)lIl1ar ($1.1111) alld utber
!!IIOd aud valuable e"uslderalluu, paid hy IIIe (halltee lulhe (irall'ur..' alld helme Ihe ,llUIlu!! aud dellvcry Ill'
Ibcsc prc"culli, Ibe reu:ipl wbercol is bereh)' iU:lo.lIl1wh:d~cd, h..." ~rlulcd, har~.iuell, !mlll, lull cUllvcyed, lod by
Ibe"c IlrcsenL.. dlK:1i grant, harl1aill, sell. iUll1lo:UIIVIo')' linin Ihe (irallle,,' anll Orulllec's heirs. Nlleccssurs ami
Il"ildg,us tbe prewlseN dc"crihell nn hxhlhil "A" i111ildled hcrcln and iucnrpnratcll hcrcin hy rclcrellc,,',
TOOlrrllllR with all blllldlll!!" hUI'rnvellleul,. wlll..ls. WDYS. rljilil<, IIbcrlles, prlvlle!!es, he,edltallleuls
and appurlcolDcu, Iu tbe sawe hclnllttiu~, ur in illlY WiNC al1pcrlaJuiu~, autJ auy revc",inus, relualmlers, rcuI",
I...ues and pronls IhereuC, IlId ul every pari aud parecllhe,eul'. IlIeludlll!! allY IUlerests sl",ellieally sellllrlb liD
lixblblt "A", II auy. And alsu, alllbe e,'ale. rlj!\... Ulle,lulereSl, l'fUl,erlY, II<"se"loa. claim alld demaud
wbatsucycr, bulb In law aDd cqully, nf Ibc Oralllnr uf, in auloJ Inlhe saDlC.
TO IIAVIi ANI) TU IIOJ.l) Ibe sallie I'ICIIIII'..., alld Ibe al'llIIrleua"ees, hereby !!r,uuod '0 Iiraalee aud
(irllllee'" hdr~, AUCQ:ssnrs aull a.\silUls. III ami leu 1111: nllly Ilwll\:r Usc. hCIIIo:nl aULI hchunf uf Ibe (iralll.:&: aull
(irmlee'R beirs, IIUe&:Cunr5 and L~SjltU~ Inlever. uud..:r wid suhjccltu tbe clIuLlitiuos sl:llurlb UII Exhihlt "A''. if
any,
UNDER AND SUIl/IiGI' '0 III Aels oJ' Assembly. C.mnllY alld Towasblp Ordlllallees, rijilits or I'ublle
tJUlily aud ]Iublic Service CoUlpauics. cxlstiu).! IcstrictlnuIt and ea.,;cllIculs, vislhlc ur uf recurtJ. In Ihe cXlenltbal
auy perso.. or oOllllos bave ""'I"lred le~al rij!\II' .he,elll. I'laus. ,ijilils oJ' way. Iiells Ill' record,
Thhi Iransfcr is cxempt huUI PCllllsylvillli,1 uallsfcr laxes hee.us",' hi n Trmacc uf an urdlnary trusl
wbere Ibe tran.,rer wOllld be exeml"ll dlreelly III Ihe helleaielary,
NANCY Ii, IIllRENDliliN JIIIIIS III execllllulI Ill' Ibis Deed J'or Ihe I'urllllse ul' rolelslu~ allY IlItor...' or
any kind or Ullure whatsoever III ur In IIIL' I'rcllli~cs hClclulo:uJlvcycd.
AND Ibe Grllltor berehy ""Yellallts Dlld D!!,eeS .bal IiraDlor will Warrallt sped ally Ibe l'fUl,erlY bereby
""Dveyed,
IN WlTNliSS WIIERliOl', IIle CirDnlllr h... berennlo sel Iiralllor's baud alld seallhe dlY aDd year nISI
above wrilleo.
SI.iAL)
6~[JX 109 rACE 70
f>"
1";;;'
,\
,
,Ii
,
,~
COUNTY OF DAlJl'IIlN:
COMMONWr:AI.TII 01' J'IiNNSYI.VANIA:
SS:
On Ihe ,';;/~ day of ,1994, hefore me, Ihe 5uh5criber. a NOlary
Pnhlic lu aud for 5a1d CAlmmouweahh aud Cou I ,c Ihc abovc.aamed JAMES II, IIERIiNDlmN, JR. aud,
NANCY Ii, IIERENllEIiN, hl5 wife, Utl5fl 0 y pn eu 10 me 10 he the pcrsoa5 wh05e Uaule5 arc 5Ub5Crilx.~\.~/1 '.'
10 Ihe w/lhln la51mmeal aad acknowledged hove I05lrUmeallo he lhelr acl aud deed, aud desired Ihll'~~ II '/.: i; ':;
might he recorded a, "uch. . CJ l~ :tl'l~j ..;.....;.
~ :!:i .~rI~ ~,~,t-'::
; W i.r,'", () , - , 0 : '
WITNESS my haad aud Notarial 5eal. ;.... . "I ,., 141.':
\..~ ....j, . q,:~:
a. ~ ,( :-::iJ'n'IO':l/ ./
..., j)I ........ ....
" ",'
.';1; "'11'\ 0 r.'., "
. "''''I'll.
NOTARIAL SEAL..........
JUDV A.IMES. NolII)' ru....
Hamsburg, Dauphin CouotY.
My Commission Expires Sept. 8, 1997
6JOK 109 PACE 71
17011.
I herehy ccrllfy Ihalthe preLise Iddres5 of Ihe Graulee bcrela 15 309 Bllcklalcb we, Camp Hili, PA
,__...__._i& ~..
COMMONWEALTH OJ' PIlNNSYl.V^NI^:
SS'~
COUNTY OF . \
Recorded OD the
~~ Recorder or Deed. of
~~ liar or
\,~\ I.". C (~IUU'Y, I'^
\
, llJlJ.;t.., iD tbe
I Volume ~I I.age
.//~u:r..r~ ~ -
IiXltlllIT "N
Al.L lhll ccnalo plCL'" nr pl''''1 nt Ilnll ,111111< 10 lh. TnwlI.hip or l.nwrr Allen. C"UOIY 01
Cumberllod, Sllle uf l'euu.ylvllIll, "'dn~ 1111'"' ,wlillll.,ly ""1111111'11 .,111 1I..erlbed .. rullnw.:
BEGINNING at a pUlnt on the eastern line of Black-
latch Lane, which point is at the line dividing Lots
Nos. 179 and 1UO on thu hereinafter mentioned Plan of
Lots, thence along thl) southern lino of Lot No. 179
north fifty-two (52) degrees fifty-four (54) minutes
fifty-five (55) secondo Poast one hundred forty-one and
twenty-nine one-hundrp.dths (141.29) feet to the south-
weetern line of Lot Nn. 170; thl'nf"Q 1I lonq the same south
seventy-three (731 aegC<20:i thirty-oiyl.t (38) minutes
twenty (201 seconds u,...t one hundred twenty-nine and
thirty-three one-hundredths (129.33) feet to the north-
weetern line of Lot No. 101; thence along the same south
forty-five (45) degrees fifty-six (56) minutes ten (10)
seconds west one hundred seventy-three and seventy-four
one-hundredths (173.741 fout to the eastern line of
Blacklatch Lanel thence along the same by an arc curving
to the left having a radius of fifty (50) feet, an arc
distance of sixteen and fifty-one one-hundredths (16.51)
feet to a point I thence continuing along the same by an
arc curving to the right having a radius of fifty-seven
and twenty-four one-hundredths (57.24) feet, an arc
distance of thirty-nin~ and eighty-eight one-hundredths
(39.88) feet to a point; lh~nce north forty-nine (49)
degrees fifteen (15) minutes west, along the same,
fifty-one and eighteen olle-hundredtha (51.10) feet to a
'pointl thence continuing along the same by an arc curv-
ing to the right haviny a radius through the center of
Blacklatch Lane of one hundred sixty-six and twenty-nine
one-hundredths (166.29) feet, an arc distance of thirty
(30) feet to the point of BEGINNING.
BEING Lot No. 100, Plan of Section a, Allendale, as
recorded in the Cumberland County Recorder's Office in
PlAn Book 15, Page 45.
HAVING THEREON ERp.rTEO a dwelling house known as
309 Blacklatch Lane, Camp lIill, Pennsylvania.
UNDER AND SUBJECT to restrictions, conditions,
covenants, and easements of record.
CONSTITUTING th~ Naml' pr,'mises which Jaml's II. IIcrl'nde~n and EI~annr F,
H~r~nd~~n, hiN wif~. hy Ih~ir dl'~L1 dated July 22. 11111.1. reenrd~d in the Office III' the
R~curdcr uf DcedN III' Cumherlilnd Cnunly in Blink );lll. Palle (,7. granted and cllnveycd unto
JameN H. Hcrendeen. Jr, and Nancy E, Her~nLll'en. his will'. ilnd heing Ihe same premises
which Nancy E, Hercndeen hy deed L1i1led ,h:::z' , ICJCJ4, granted and cllnvcycd
unto James H, Hcrend~~n, Jr, 2
"JO~ 109 PAGf 7
, '
-<-=-.-
- '~,." ',,',-'''''
--....
"",-,..~__;'r.";:'~_'''''''-''~'--''3-<~..
"
:1
OPEN END MOllTCAGE
,...
~o. ",
TillS MORTO^GE midI "". 15 t
J<'lI1l!lS H. Herendeen Jr. and
,. CCNB Bank,N..t
'iIar "....,..coec.,......
In ,0oslder.,lon lor .nd 10 O"ure p.ym,nl la\larl~'~" by \Iorl~'eor 01 I lo.n .nd .ny In".... "~rod 'OSIl du, 'htr.on .YId.nced by. Nore ar
other oblllallon daled Supte.~: 1. ,19 92, In lhe Orll-lnOlI sum or with :In orJj:ln31 credilliuf ill the ..um ur
doy o( se;ltom1ber
Nanc..' Z, H~rendeen
,
,19
92b""ul1 _....
.
(h.r'lnal'lcr .hr1h.r on. Qr mort call.d "Mon"IOr")
Md
lbereinlllcr caJltd "Mon'llu");
s 6S. 000.00 (.nd/N .ny mOdifl,.,lon, rtlln.llcillc or ."....Ion Ihorco( .nd .ny ofh<l nOl' 0' O'h<l .greement whl'h m.y b.
,ubJtItUt~d thtre(ilr, .:an)' ur..1I o( \\'hi~h olr: htreinahtr ~.IIl;d "~"U:'I) .1nd pc:rt'orm~n.;e or all condjtlons, ';~\'tnJnU find obllucions cOnl.1lncd herrin
oInJ in the ~ole. the Morra:110r dlles b)' chtse plesenu eranl. o,ltgalQ, 'tilt convty and mon;.1;C untO Iht \fort'.1~l:c, ..\LL tht (OUowln& dtscribc!'d
rell UUtc ,itulIlC in the tCXxt1"ownshlpl Blmnl)b) or' Lot...'8r All(!n
CouOlyof Cumberland , Commo",,,.llh of P.lln,ylvonl. Ihmln.ller c.lI.d "Promlsc>") known .nd d,llgn.ted',
309 Bl<!.c,lslat:ch LllI1e. C!l.'11r. ~"17.9.. ''''''''IYlnJ..". '''0'' ," " ,yOlrdd.lrd
7-22-83 ,19 ,dul ,PIS' 67,
as tht Premises 31'1 lh,rein du:nbed., and, ;
TOGETHER with ollth. buUdlnl' Of ,
~r;vilele&. htredjt.m'n~ and .ppUntnln:e.s whlu". , ':;".' ,.. .. ~ .;141:1Inl.
TO HAVE AND TO HOLD th. Prtm..es hereb)' &:~;.. . UhJ ;unyetc!J unlu MOI1I3"', h) ud (Ut tho u.o lIIId beboolorMortlllee,Its IUCcts,on and
ullanl, ror,y.r,
THIS MORTGAGE IS MADE IU*" '0 th. fullowlnl ",nalllon., 'Ov,nan.. ""d oblludon'l
I, AU pl)'mcnLS On the Note' will b., made when CUf, ir.eluC:ln; pa,,'mcnL1 due by lc:eeleratJon or maCurilY. :and .III other condlClons, CO"V,nanu and
oblla:Ulons 3S requlr.d nr prO"4'idcd herdn. In the NOle. or in Qnv olb., I3bUJotfon o( Monlllor 10 Mone:a,ee. will be pcrfonned; and
., \1nn,lcor ~oV.nar.lS and war:- ,c lhe Premises; and
c, Motl&4&u( will pay wh,n dUll , ~ IlI1d sewer ranu Icvied or
..nelled allln.t the Premlsca or Illy,': '''hen due IU amOUnts
uellr~d by Iny pnOr lien on the Pre
\1. Mon.IGor....1II kuplhe Prem;s!. ..~ , .~ ,...; . ..:.. ._~."; ..t.le; -:.l.:......w:n such amOIiAt or iJ'l1oJIIlU,UJ may bcre:qu
the policies IlId nne......b eyid,tlclns ,uen Ift'un,nee .hall one: "u"c:bed cherclo a Iou p.1yabll cl:,uatt.) in (onn tecepta:lll
and
e. Mor1llcor wm neither soU. ,lIsl," I)r tril:"f,r my cr all or the Premises or 1lI1)' lntercSl thereiD dOr commit nor aulTer I.D)' waste. impainn.nl or
d'Ctrtoratlon of the Prfmilfs .tDd will mJinlo1in tn. SoUnd in ,ocd ~rder IJId rcplSlr: otnd
t. Ia the evenl olany c!cfll:h in !.h. maklas: ol An)' pa)mea! due and payable under lhCl Noct. 01 In lhe UtPln& and pcrl'OfTDaace or lilY ofth. 1:0""
dlllon., cov'nanu and oblll,uJoc.s conlJlned herein (or in tilt Noee. or in any ~her oblicaCi~D a(Monaa,or to MongOl'''. Mona'," may, upon umely
nOlieo 10 Monealor lrrcqulred b)' law. (I) (orthwhh brir.; an action of monllGc rorcclolun hereon. or lnStilute other foreclosure procecdincs upon this
Monca,e, and mIl' proceed lojud&menl and Cle-cution 10 rc::ovcr Ih. oJlanco due on the Note IlI1d l.I:Iy other SUms lh:u may be due therlundar,lneludlng
anom'YI' rUSt COIlS ofluh and cons of Ille to the c.ltenl,lfany, provided In the No(c, and (II) Inter lntopoisession orpn:mlscs. with ot wilhoullecal
IctJOn. Ie." the urn., collect all rcnl.J and proillS therelrom and, af\et deduetinl IU colts or coUectiorllttd administration expense, apply thf nIt rlnu
Me! prolits 10 the payment ort;u:u 1J1d olher nllCfUi1ry malnten:lT1ClIlnd opernion c:osu (lncludina aaenu' reel and attorneys' recs) or on Iccount of the
NOlO, In IU'h ord.,..d IUllOU... '" MO"i.s..ln Manele..', .01. dilmtion mlY .1... .nd MO"II,,,'bl" be Iilbl.lo .ceount onl)'tor ren.. .nd prol.
iu IctuaJly received by MOn&llce; and
I, MonlaCOl t:rre:b)' Wl.h'l, and reluses all Mnelit and ullef tram I:1Y i1nd III appr3lument. st3)' and uemptlon law I now in fore~ or herulcer
pused. either ror t.'1 benenl or tcliet'ofMot1&II~r, or limitiDI L'e balance due lO A Iwn Dol in CJ.ceU olthe amounl actually paid by tb, purchilser o(lhe
Promllll ., · .oJe Ibmorla any J"dici.1 proc..di.~ upon thll Mo".,.., or ...mplioa Ibe Pre",i... or..y a,her propeny. real or pmon'l, or any pin
of the ptoceeds or SIll thereof. hom Ittachme-nl.. levy or nle under e.lccuclon. or provldlnc ror any Iny or el:Ccution or other procell; and
h. ft 1.1 Undffn(lod ilnd i1lrihttt by the pUtles Ihat tnl.s manlll,e Is t::I\'Tn by Mer-,agor !I collalltal ror pr.uI'" Jnd/or fUlurr lOins to be Il..c:n from rime
'0 11m, ~y Mona'llt la ~lana'eOrl and ft " further u.a""ood ond "'"d hy 'hI p.n;.. bmlo Ih.. 'hi, mO"G'e' "b.1I hay, 'ho! full 10''', dt"", .lId
bonin, of · mo"~u,. ,i..n 10 '<<Ur< P""'ll .,'<l rUlur. .dY.Il<e', So lonl ., no ~.I.uh by MO"I'lor h.o occurred, MOrl"", ,11<1/ b. obll,,,.d In m.k.
(UIUrt alJ....iJ.nl:Cl which .Ire J'lrnvi~,d tor pUnU.1nf 10 ~hc lcrrns of 1n)' und:rlYlnfj ol!rccment ttcured by thu MUfllu;e.
BIIT ^LW^ YS PROVIDED, n.Y"th.I,", thltlllhi. Monala' Ind 'hi d.bll b",by ,..ured II< paid in tullln the mlUln"proYlded In 'b. NOle, Ih.n
thl. Mon,",. lUld Ih. "".. bmby ;l'""..d Iholl c.u. and d,..rmin. lUld b,colll. yold, "")'lhln; hmln 'a Ihe :onltary nOlwith"..,dins.
TIt. COY.n",IS ...d condition. her.ln COnlllnld IhoJl ~i"d and Ih. b.n,nts and adYlUlII,,, .holl inure 10 th. r.'pectiYI h.ln, ....ulon. 3dmlnl.lt3IDn,
'U"'"0ll, lUld aulpl' at lb. putl" borclo, Wh.n.yer Ul<d, Ih, <in,ular numb.r .hallinelud.lII, plural, Ih, pluralth. liolUlu "'d lb. Ul< or "'y .,nd.r
Jhall be Ilea 0 ;aU lenden, .
P ym t ( S MOrt,ale Is ''''bjec::t :0 the: lerms olDd conditions or Ule Naif referred to aboYt,
WJ 5 WHF.REOF the Mon'ill'Or hu here:ul1to set h.1.dd and IUJ the d. IlId year fir
'. .211,:. '. ), Pi1S.i"C'..ways, riShU, IIbenlts,
. '.fonp,ee and
.1. Mol"tli1&CC;
1010"
M
Wiii'...
Mone.lOr
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MOna_lor
TOTAL P,03
SEP-22-1995 03'18
, PI/( COLLATERHL CONTROL.
----.,
DESCRIPTION OF PREMH. .5
,(lnsen~cilkdescriplion of Preml.... if-necessary,)
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ALL THAT CERT^IN
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ALL th.~ ~_r~a1n piece or ?~reel of land .itu.te
in the ~oWnshl~ 0: L~c: ^~lon, County of CU~rl.nd,
. St~te 0: P~nn.yl?ar'1A, .bcinr; I:IOrt ?4I."ticulddy bcuI\ded
and d,llaQ:t'ib~ II 10 HO'tI II I
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, e~aINHrNG It a ~oint on the ee.tern 11n~ ot B1.o~.
lUch Lanll, which poInt h ot: I:he Hne divtcl1nq t.ct.
No_, 179 and leo on the h~re~na:tlr mect:ionod Pl.n 0:
Lotol th~nce aloni tho .oUthe:n 11". ot Lot No. 17Q
north ::iCtJ'.t'olO (32) .!li9:oU !~!ti'-!e\J: (51) "lnucu
t1lt~-tiYe 1~51 Gacon.!. liQut one h~nd~nd torty-one and
t:wlnty-nine one-n\Jn~re~ths 1141,2') feet to the louth-
~eGtQrn 11no 0: ~t No. l~e, thenco .lon9 ~, ,ome 'o~h
deventy-thre. 17J) coqroe. thirt~-el9ht IJ81 minute.
'," . '. twonty I~O) lecer.d. east one, hllndrcd I:~nt:y.nine .ncS
;, ~':t.: . - thLt>ty-t.hree one-nuMredtha IlH. JJ) fvet to the ne,.~h-
.!}, t~: ~ '~,7 ~1).tAt>n line of LQ~ Nr), I ill, tJlwnca &1on9 :11. ,41l10 eouth
.f:) ',''l.:.;;:!i :~ :. f.-ony-tlvQ 1~3) de,,:lo' !Ht"~51x (H) rU,lllltOI tin (lOI
~~ g ~ s:;:; !'eQonch weGt: ene 1\1:"~ad 'oVent~-thrlia and "'yont.Y~:O\l"
e ~ ~c - 5 gne-h\Jnd:od~ha (17J,74) !eot to the eait.orn 1.1\0 ot
ii' g ~;; i E'- -!,lec:l<lllteh wnO( t:.henc. Alor." tl'le SON by In "I'll o~l.n,
~ ~~!a!? ~o I:h. left hllY!nq A udi\l' 01 tHey I~O teat, an ,,.Q
~ 0 ~ ~~ Q,!It.enee at liKteen .nd f1t~y-on. one-hundredthi (l6.51)
. :;,...:!. ~ Q. 'fut 1:0 I Peintl there.. contln'Ji~, &lon9 the, SArae by an
.~ I' ~ 51 ........-:c c\lrvlnq to. the right 'navln" A :.d~u. of Hfty-v'Yen
Q, 0" Ie:..:;. C/land t:...vnty-tolll' on.-h'Jntiredtl\a (5',24' fooc, In are
~ ;; .., ~ CI lil<l~'1:4noe or t:lltr~y-n:.:'ll! end a1<jhtY-Ol.9ht one-h\lndn<h:h.
So!'!ii 5 g 1J9,8S1 teet to II ~oll\tt thenee north EOrty-n!.no (U)
g ~~ g de;re,. 'Lftc.n lIS) mLnute4 ~e;t, 110nq the ;amo,
'0 ;'9: f1tt:y-onll end lIl9Mt:en c:ne~hllndI'Odth.'(51.18) teet to',.,
,- QI ~ , h
~ . Cl ~e.ntl t enee cOnt.\n\l1nq alen'] the u"'. by IA are ella'v-
....) '-' So tn'1 to thCl d'1ht h."!n, 4 r~dillG ~hJ:oU\lh the centt!!r of
o BI'c~l.tCh LAne o! one hundred ,ixty-'1x and tWentY-~in.
[ one.hl.:ndro\lo;l1a 1l56.291 ~ect. M ~ro dht.nc. or ~1r'ty
.. (JOI !~~t tl) the point ot liZCIlrnll;C.
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P,02.'03
ROBe
RECOF
CUIoIBERL
.'92 SEP 1
If;30''~
III. und_nl(k)cf and a....ud by the plU1l.'l. 'hac Ihl. mOr1a..o Is Biven by MonCA"or IS colla'eral for pruenc and/or future loans 10 be Jjven from
.imo 10 lime by Mortgl;" 10 Monglgorl and it is /'urth,r underslood and -arced by Ih. p:>nles hmlo IhlllhJs O1orte'.o .hlU hlYI lhl /'ull (orcI,
ttTecl .nd benefit of a mortailge tJ\'CD 10 se!:ure present and I'uu.:re ,ad...~~es.
COMMONWE~" OF ~5Y~ . Q)
COUNTY OF /'}'11 1A1/~ I 55 ...:0
On thl. '9". dlY of ~ ' 19 9 ~fo" m. the lub.criber, I NOluy Public io and for the -C
Commoo",..lth of Pennsylvani.. personally IPpeu:d;/41eS. If ~~~ tf)/};CJC'l' P!.II c!~A./ *
Imo..n.o me (or uti'flclorily prov..) 10 bl Lbo pers.Jlll!1l..ho.. nll1l1c(') i!,(ulhub.cnbcd 10 Ihe.1>o Morte.ae .nd "knowl led I"U~Oo atthl '&lDO
(or the purposes therein c:ontllDed and dCI.,c.sJ,.tKat it bt reC:Ordt9,ar'~ch,., :. .,~, "'.
WITNESS my hand UJ~DmCi&J 1f e day and l.1t ~~!~.~... ~:ti.-:i~;-':':~~"'.:-::.
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I c.rtlfy Ihll,tho prec151 resld.nc. otlh. ..l'hln,n.m.d MORTGAc,;.I;:E:b".j~4~_6;.;"I; Pit?:' C.mP Hill, P^ 1701 J.
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m7.lOb1J rm 161
IJo:oMI Seal
Sh':'N\I v $=io:J:er, f'lJctNy Putt.c
t:;'..,I.:I :"',~,, rw~, Cu-n..~Jnd COl.Ir'I
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QUITCLAIM DEED
mIS DEED, made this c:JlI$ day of ..A/OtlE.mlSt!W<-, in the
year 1995, between AAOlEL VIRGINIA HERENDEm, REBElXA IDUlSE
HERENDEEN, DEBORAH ANN SHAPIRO and JACK D. SHAPIro, hereinafter called
the "Grantors" and NAN:Y E. HERENDEm, hereinafter called the
"Grantee" ;
WI'rnESSETIl, that in consideration of One Dollar ($1.00), in
hand paid, the receipt of which is hereby acknowledged, the said
Grantors do hereby release and quitclaim to the Grantee:
ALL TllAT CERl'AIN lot or piece of ground situate in the
Township of Lower Allen, County of CUmberland, Comnonwealth of Penn-
sylvania, being IOClre particularly described as follows:
BmINNING at a point on the eastern line of Blacklatch Lane,
which point is at the line dividing Lots Nos. 179 and 180 on the
hereinafter rrentioned Plan of wts; thence along the southern line of
Lot No. 179 north fifty-two (52) degrees fifty-four (54) minutes
fifty-five (55) seconds east one hundred forty-one and twenty-nine
one-hundredths (141.29) feet to the southwestern line of Lot No. 178;
thence along the same south seventy-three (73) degrees thirty-eight
(38) minutes twenty (20) seconds east one hundred twenty-nine and
thirty-three one-hundredths (129.33) feet to the northwestern line of
Lot No. 181; thence along the same south forty-five (45) degrees
fifty-six (56) minutes ten (10) seconds west one hundred seventy-three
'and seventy-four one-hundredths (173.74) feet to the eastern line of
Blacklatch Lane; thence along the same by an arc curving to the left
having a radius of fifty (50) feet, an arc distance of sixteen and
fifty-one one-hundredths (16.51) feet to a point; thence continuing
along the same by an arc curving to the right having a radius of
fifty-seven and twenty-four one-hundredths (57.24) feet, an arc
distance of thirty-nine and eighty-eight one-hundredths (39.88) feet
to a point; thence north forty-nine (49) degrees fifteen (15) minutes
west, along the same, fifty-one and eighteen one-hundredths (51.18)
feet to a point; thence continuing along the same by an arc curving 1:0
the right having a radius through the center of Blacklatch Lane of ooe
hundred sixty-six and twenty-nine one-hundredths (166.29) feet, an arc
distance of thirty (30) feet to the point of BmINNING.
BEING wt No. 180, Plan of Section 8, Allandale, as recorded
in the Cumberland County Recorder's Office in Plan Book 15, Page 45.
HAVING 'llIEREXlN EREX:TED a dwelling house known as 309 Black-
latch Lane, Canp Hill, Pennsylvania.
UNDER 1IND StJBJEX:::T to restrictions, conditions, covenants,
and easements of record.
I I . .
IN WI'mESS WHERIDF, the said Grantors have hereunto set
their hands, the day and year first written above.
JACK D. SHAPIRO, husband of DEBORAH ANN SHAPIRO, joins in
execution of this deed for the purpose of releasing any interest of
any kind or nature whatsoever he may have in this remainder interest.
TIllS (;(lI'lOAIM DEED IS EXEMPT FIaoI REALTY TRANSFER TAX 1\S A
DEED BEm'IEEN CIlIIDRm AND A PARENl'.
SIGNED AND DELIVERED in the presence ofl
C'
~~
w tness
~.
~
W ess
a~&;'~
Witness
~&S'~/~
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~~~~IA . L
~~Em
~hAnr'l.5),An~<':>
DEBORAH ANN SHAPIRO
}Jv /J JL .
JACK D. SHAPIRO
, . .
CQ\IMONWEALTlI OF PENNSYLVIINIA
55:
COUNTY OF {I", n'\ (J ( ,.:" IIV''':)
On this, the ~'I.i day of AI,,~/~'~CiC, 1995, before me, the
undersigned officer, personally appeared RACHEL VIRGINIA HERENDEEN,
known to me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknCMledged that she executed
the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my h
seal.
cc:M>t:lNI*,AL'l'H OF PENNSYLVANIA
c ~.-.
MICIIAEl II, CAHAN:;I, N,,;,:ry Public
Camr Hili BOlo, Curll~<rI,!1I1 County
lAy Commission ExphesJunc 15, 199B
SS:
COUNTY OF C3,mo(.l't./~O :
On this, the OlVdday of A~./~9Tl4:''::', 1995, before me, the
undersigned officer, personally appeared REBEX:.'CA LOUISE HERENDEEll, known
to me (or satisfactorily proven) to be the person whose name is sub-
scribed to the within instrument, and acknCMledged that she executed the
same for the purpose therein contained.
IN I'lIWESS I'IIlEREOF, I have hereunto set my hand an
-----
official seal.
)
. ,,:.d': ;r,(;
NOTARIN. SEAL
MICHAEL II. CA11AllCI, I\ole:y Public
SS: C~'lW H:11 Bo;", ('un:;l'iiuPil Counly
COUN'1'l' OF ('''' '".,,~ (..,~.) : 11.\' Con:",ls~.!"r, !:YQh"i J"rrJ 1~, 199B
On this, the ..9Y~ay of /!,~,/cl>lSbt.:. , 1995, "i:f';;:-;;;; the
undersigned officer, personally appeared DEBORAH ANN SHAPIRO, known to
me (or satisfactorily proven) to be the person whose name is subscribed
to the within instrument, and acknCMledged that she executed the same
for dle purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand
....,
ca-roDNWEALTIl OF HMvS'Lwl""~1.
., ,
CQ\fomWEI\LTIl OF ;-r ,1IAh.-"'V/""...1:
NOTARl!I'. SEfl
SS: MICHAEl. R, CAHJ,!:CI, r~o;,ry Public
COUNTY OF (?,...., P il: L "",,:J CJm~ Hili Boro, CU:Ii:J';:Jrrd County
My Commlss!on ExpJie~Jul1O 15,199B
On this, the ~dday of /''/cv'-mBltZ , 19 , before me, the
undersigned officer, personally appeared JACK D. SHAPIRO, known to me
(or satisfactorily proven) to be the person whose name is subscribed to
the within instrument, and acknCMledged that he executed the same for
the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto set !11Y
seal.
NOTAI1:,^:. S["L
MICHAEL It CARkllel, r :CI,IY Public
Cr,,";) H!/I BOlO, Cun,u,rlind County
rl.y Gommisi1ol1 E):p';L~ Jl'i1Q 15, 199B
,,, f.,
, . " .
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.
'ATroRNEl' I S CERrIFICATIOO
I hereby certify that the precise address of the Grantee is
309 B1ack1atch Lane, Camp Hill, Pennsylvania 17011.
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NANCY E. HEREMlEm, an adult
individual, RACHEL VIRGINIA
HERENDEnI, an adult individual,
llRRFrY'l\ UlUISE HERElIDEm, an
adult individual, DEBORAH ANN
SHAPIRO, an adult individual,
and JACK D. SHAPIRO, an adult
individual,
I IN THE COlJro' OF ~ PLEAS OF
I CllMBERIJ\ND COUNI'Y, PENNSYLVIINIA
I ORPHANS I CDURT DIVISIOO
I
I
'I I C( -/ ' S 'I t,
NO. "....
Petitioners
v.
NANCY E. HERENJEm, as Trustee
of the James H. Herendeen, Jr.
Trust dated 12 July 1994,
Respondent
MEMlRANDUM IN SUPPORl' OF
PEl'ITION TO TERMINATE A TRUST
PURSUANT TO 20 PA. C.S.A. S6102
I. ~
James H. Herendeen, Jr. (hereinafter "the Deceased" or
"Settlor") E!lCecuted a Trust Agreerrent dated July 21, 1994, attached to
the Petition as EKhibit "A." On the same date as E!lCecution of the
Trust, the Deceased and his wife, Nancy E. Herendeen, deeded their
jointly held Camp Hill residence to the deceased settlor as Trustee of
the Trust. (Petition \17.) Upon the death of Settlor, Nancy E.
Herendeen became the successor Trustee of the Trust. (Petition ~10.)
'!his Trust contains no other property other than the real
estate located at 309 Black Latch Lane, Camp Hill, Pennsylvania.
(Petition ~9.) The sole purpose of the Trust was for Nancy E.
Herendeen to hold the Trust property for her own benefit during her
lifetime and thereafter for the property to be distributed to the
.
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issue of James H. Herendeen, Jr. (Pedtion 'J[12.) The issue of the
Deceased have (joined by the spouse of the only one of them who is
married), by quitclaim, deeded their vested remainder interests to
Nancy E. Herendeen. (Petition 'J[13.)
II. ISSUE
IS A TRUST POOPERLY TERMINATED WHEN ITS SOLE
PURPOSE HAS BEX::aolE M:X1r BY VIRl'UE OF THE MERGER OF A
LIFE TENANCY AND THE REMrUNDER INTERESTS?
(S~'!'W RESPONSE: YES)
III. ARGUMENT
When a remainder interest and Q life tenancy are merged, the
remainder is extinguished and the trust creating it can be terminated.
22 Pa. C.S.A. S6102.
In this case, upon the early death of James H. Herendeen,
Jr., the interest he left in trust to his three daughters, as re-
maindermen, became a vested remainder interest. Horvath Estate, 446
Pa. 484, 487, 288 A.2d 735 (1972)/ Ramsey Estate, 13 D. & C.2d 305
(O.C. Montg. Co. 1957).
Thereafter, when the remajnder interests were merged, via
quitclaim deed, with the life estate of Nancy E. Herendeen, they were
extinguished. UlXln a petition of all the parties in interest, the
Trust creating this life estate and remainder interests can be ter-
minated by the Court. In re S:Imnons Estate, 3 D. & C. 323 (O.C.
- 2 -
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phila. 1918), Blough Estate, 98 Dauph. Co. 236 (1976), Sharpless
Estate, 151 Pa. 214, 25 A. 44 (1892), Rosenbaum Estate, 47 D. & C.2d
766 (O.C. Dauph. 1968).
IV. CXlNCLUSIOO
The Petitioners, all parties in interest, respectfully
request the entry of an order (1) tetminating the Trust dated July 21,
1994, created by James H. Herendeen, Jr., and (2) allowing Nancy E.
Herendeen to deed this property to her own nama, as an individual.
DATED: ')..'t tJoJ 1S
Of CoW1sel
BEX:KLEY & WlDDEN
212 North Third Street
P.O. Box 11998
Harrisburg, PA 17108
(717) 233-7691
~~:~. ~tor~
Attorneys for Respondent
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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RflJ. r.nJO EX. ~1-lil"l
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fOR DATU Of DIATH AnIA 12/31191 CHICK HIAI
If A SPOUSAL
POVIATT CAlDIT IS CLAIMID 0
'U~UMBlR-;9q~~OQ~7~
o 40, furure Inler,.' Comproml..
Ifor dal.. of death oh,r 12.12.82)
olcedent Died T.'la'l 0 7. Decedent Maintained 0 living Trull
IAllach copy of Will) (Allach copy of TrUll)
ALL CORRESPONDINCIAND CONPIDINTlAL TA INFORMATION SHOULD III DIRECTED TO/ '. :
NAMEI COMI'UTf MAIliNG ADORUS LI I A . \ b
f'l.Ar-ic.. 301 -SLAck.. W".TC It f-'7\/V-
1Il1'HONENUMm (!./Itl1 P /-1, u... 17A J7'D7 J
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limited eslate
COUNrv COOE VEAR NUMBER
OI(IOINI SCQMPU I ADOlfiS L . I I ^ )---
fS .:' ( , ( I FJ I IV'. v.. , ^ T( "1 ' ,,-J... t,;
.," 6;',,,,,, - c: JI 1)1 P '-I, '_L - l' ),L n () I'
Ii II O.j.z.. CO"" ~I\i & (i! U,vJJz
SO(IAI SICUlllTY NuJau AMOU,..,' U((IVlD l51( INSfRU(tIONSI
I "i 'oZ.' ') C - j 1 'L
Supplemental R"urn
03,
OS,
Remainder Return
(for dote. of deoth prior to 12.13.82)
Federal Eltate To.. Return Required
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_ 8. Talal Number of Safe Depolit Bo....
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(1)
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(3 )
(4)
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1. Real Ellale (Schedule AI
2. Slockl and Bondi ISchedule B)
3. Clo.ely Held Stoc~/Partnenhlp Inler8l' (Schedule q
4. Mortgag.. and Notes Receivable ISchedule 0)
5. Co.h, Ban~ Depollt. & Mlltelloneou. P.nanal Properly
(Schedule E)
6, Jalnlly Owned Praperty (Schedule F)
7, Trande" (Schedule G) (Schedule II
8. TOlol Groll Auel. (tolalllnes 1.71
9. Fun.ral EJtpen..., Admlnlllrallv. COI'I, Mlltellaneoul
bpenl" (Schedule H)
10. D.b.., Mongag. liabilities, liens (Schedule I)
11. Tolal Dedudions (lotalllnes 9 & 10)
12. N.t Value of Estol'llln. 8 mlnul L1n. 11)
13. Charllable and Governmenlal Beques.. (Schedule J)
14. Ne. Value Sub eet to TaJt (line 12 mlnu. lIn. 131
15. Spoulal Transfers Ifor dales of death after 6.30.94)
Se. Inltructlons for Ar,plJcable Percentage on Rever..
Side. (Include values rom Schedule K or Schedule M,I
16. Amounl of line 14 lo..able at 6% rolo
Ilnclude values from Schedule K or Schedule M,)
17. Amount of line 14 laxable 01 15% rat.
(Include values from Schedule K or Schedule M,)
18, Prlnclpal fox duo (Add lox from lines IS, 16 and 17,)
19. Cr.dlll Spoulal Poverty Credit Prlor Paymentl
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20. If L1no 1911 grooler Ihon Line 18, enler the difference on lIn. 20. This II the OVERPAYMENT,
iii D...:r:r.:I.........I_....I._....-....I,,~"'II._,_...nr.r:Ir.'I_'..,l'I.'A'....tL:,&'......,.
(19)
(20)
21. If Line 18 Is great.r than L1n. 19, entor .he difference on line 21. Thh Is the TAX DUE.
A. Enler thelnterelt on the balance due on Line 21A,
8, Enler the total of line 21 ond 21A on LIne 218, This II the BALANCE DUE,
Male. Checle Payable tal Reg"'.r of Will., Agenl
~' BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
Under penallle. of perjury, I declare rho I J have e..amlned Ihll "I urn, Including accompanying Ithedullll and "alemenh, and 10 the best of my ~nowledge and belief
~II II true, correct and completo, J declore that all reolOllote hOI been reported at true market value. Oeclaratlon of preparer other thon lhe penonal tllprtlenlotlve ,;
based on alllnformalion of which preparer has any ~nowllldge, Z'
ATURf Of PUS 5P Ilf. fOR filING RETURN "'0011(55 /' ji) ( / _/ /J DAn ,I.
i-U. .c/ /.",L. :)L':'Y /'J/,,'cL(.r1<',{ _ """'_ ''-:/KLJ_..L:l.t.d k\. ~ (J"J...'i.r
SIONAI liE f' f Ilf TH II THAN I(EP1'fUNTAflVl ACORns '" T- O"'f.~...J
121)
121AI
121B)
/.2-..L.J~ 0
~-d,[1 .~
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------ --'---~----
.. -,
Act '48 of 1994 provide. for the reduction of the tax roles Imposed on the net value of trandeu to or for
the use of the spouse. The rates as prescribed by the lIatute will bel
e 3% (.03) will be applicable for ..totes of decedents dying on or after 7/1/94 and before 111196
e 2% (.02) will be applicable for ellates of decedents dying on or after 111/96 and before 111/97
e 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 111/98
eSpousal tranders occurring on or after 111198 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.--) IN THE APPROPRIATE BLOCKS.
YES NO
1, Did decedent make a transfer and:
o. retain the use or income of the property transferred, .......................................................
yo
b. retain the rlghl to designate who shall use the property transferrsd ar its Incame, ...............
v
(/
c. retatn a reversionary Interest; or ........,.......".,.....",....,.,."........,.,....,.,..,.....,.............,.'"
d. receive the promise for life of eithsr payments, benefits or eare9 .......................................
2. If death occurred on or before Decsmbsr 12, 1982, did dseedent within two yeors preceding
death transfer property without rseelvlng adequate consldsration' If death occurred after
December 12, '1982, did decedsnt transfer propsrty within one year of dsath without receiving
adequate consideration'.,. .......... ........, ...,.......,.......,....,..., ......... ........... ,.... t. ..... ....... ,..""..
v
vi
/
3. Old dscedsnt awn an 'In trust far' bank account ot his or her deathV...................,.................,
(
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
,. .."
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lIV,15011~. 111,15,
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SCHEDULE A
8) A I kncla.1e
I-R nJG', CAmP H'I.~1 PA
/7on
TOTAL Aho enler on line 1, Reea lIulallon
(II more spae. ;. nut/ed, insl" additional sh..,. 01 same size,)
"
S 1i-07' {} <f) J.
I.
IUYU" "tl'''1
ITEM
NUMBER
A.
B.
~J~'il\
_~s".:
COMMONWfA\lH Of PENNSYlVANIA
INHUIIIANCf IAIl: ItUURH
RESIDENt DECEDENt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
PI.a.. Print or T .
JAM!::? U, I~ r:; e,J VeE",J J~.
I 994- 00
DESCRIPTION
AMOUNT
/t.//(). ()o
5.:25.00
r2 9 7, o()
1,
Fun.ral EMp.n....
C r- -0- V\\Q...-t ; 0 ()
-:c nte4/" m-'?'".-r
ChtJ(c-n
1.
Admlnl.'ratlv. Co.".
Personal Repre.enlallve Commission. ,
Sodol Securlly Number of Personal Repre.enlollve,
Veor Commission. paid
7.0 o. (;10
.tl. (jtJiJ .00
2.
Attorney Fee.
3.
FomUy Exempllon I
Clolmonl /1(111' Illfr.et}ck~ y) Relollon.hlp {JJ ,.fe
Address of Clolmonl at deee nt's deolh /"..
Streel ~dress tt.. i.JC;
City CII-/YJ p Slole Zip Code /701/
/06 ' c:J ()
4, Probate Fee.
C. MI...lloneou. Expen....
1, ~ lot.ueC'" "'S. ) CC).J/cl '::>
2,
3,
4.
5,
6,
7,
0,
/6tJ,OO
TOTAL (AI.o enler on line 9, Recopltulollon)
(If mar. .pace I. n..ded, In..rt additional .h.et. of .om. .110.)
s ..5)
. - _~o
."UIIU.(1"J1~
COMMOtfWlAUH Of HNN'''''''''LA
IH",.'WK. w..rulN
."DIN1 DlCfDINf
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI. a.. Print ar T .
.ILE NUMBER
/
ISTAn O'
-./.
ITEM
NUMBER
DESCRIPTION
AMOUNT
I,
,MOIt'-9~~
l..\-o&Ai ~C\,..",-{ ~A-tJ
'Hed\~ ~~ph"l,?~S
~18~,oO
~ 3' /8'-1. O(
I ,
..3 ~ ~ /, ()l,
;2,
5.
",
TOTAL IAha enter on line 10, Recapitulation)
(If more space ,. n..ded, ins.rt additional ,h..ts of ,a.me du.)
$
o~
V::. ~M.i1 .6(,t/~</ ;7:; :,j,
~EV.'''!47 llX AFP (12-94*
CCItetCItMALTH OF PEHNSVlVAH1&
MPAlcTttEHl OF' R[YOIJE
BUR[AU OF INDIVIDUAL TAXES
DEPf, ZIOUl
HARRISBURG, PA .?Ut-nOl
/4 '. a. ~ 0 - /3
t!!.-,
'Y
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWAHCE OR DISALLOWANCE
OF OEDUCTIOHS AND ASSESSHENT DF TAX
ACN 101
DATI! 09-12-95
o FILE NO.
DATI! OF DI!ATH 09-19-94 COUNTY CUMBERLAND
HOTEl TO IHSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
NANCY E HERENDEEN
309 BLACK LATCH LN
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A-.-t R..lthd
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v:ii;W-Eif-"FP"fi2'=ii4Y"Niii'"icE--oii--iNHEiiifANCE-i''Ax-iipiiiiiiiiiEifiN'i'-,--,m.-oiiANCE-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES H FILE NO. 21 94-0876 ACN 101 DATE
TAX RETURN WAS, ( I ACCEPTED AS FILED ( XI CHANGED SEE ATTACHED
ESTATE OF HERENDEEN
09-12-95
NOTICE
RESI!RVATION CONCERNING FUTURE INTEREST - SEI! REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. (Schedul. Al III
2. Stock. and Bond. (Schedul. BI (21
S. Clo..ly Hald Stock/P.rtnarohlp Int.r..t (Schodula CI (SI
4. Hortgav..IHot.. Receivabl. (Schedule DJ (4)
5. CaahlBank Depoaita'Hlec. Par.onal Property (Schedul. E) (5)
6. Jointly Owned Prop.rty (Schedul. FI (61
7. Tran.fara (Schedule OJ (7~
I. Total A...t.
70.000.00
,00
,00
,00
,00
,00
.00
(BI
70,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,188.00
9. Funeral Expan.../Ada. Co.t./Hllo. Expan... (Schedula HJ C,)
10. Dabh/Hortgag. LlabUIU../L1an. (Schedul. II (101 53.023.26
11. Total Deduction. (11)
12. Net V.lu. of Tax R.turn (12)
15. Chari tabla/Govern_ental Bequ..t. <<Schedul. JI <<131
14. Hat V.lu. of Eat.t. Subjaot to Tax (141
NOTEI If an assessmBnt was issued prBvioUB1Y. lines 14. 15 and/or 16. 17 and 18 will
reflect figureB that include thB total of ~ returns assesBed to date.
ASSESSMENT OF TAX:
1S. AMount of Line 14 .t Spou.el r.te USI
16. AMount of Line 14 taxable at Line.I/Cla.. A r.t. <<161
17. Aaount of Line 14 t.xable .t Coll.t.r.l/Cl... B r.t. <<171
10. Princip.l Tax Due
~R ,:>11 :>11_
11.788.74
.00
11.788.74
11,788.74 K.03.
.00 X.06.
.00x.1s"
UBI
353.66
.00
.00
353,66
TAX CREDITS:
PAYHENT
DATE
06-06-95
RECEIPT
NUHBER
AA047856
DIstOUNT It I
INTEREST (-I
.00
AItOlJHT PAID
1.217.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,217.00
863.34CR
.00
863.34CR
. IF PI..:D AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADOITIONAL INTEREST.
IF TDTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIDNS.l
. .,.
RESERVAno... E,ut.. of dencMntt dying on or blfora Decellber 12, ltaZ .... If BnY future Int.nlt In the ..t_t. Is t,.."lflrrMl
In po.....lon Dr -nJOY8eOt to el... . (coll,t'''II) beneflclarl.. of the ~~t .,ta,. the awplr,tlon of ~v ..t.t. 'or
11'. or for wnr., the CO.-cM"IWllth her.v Ixpr...ht ra..r".. the riaM to 8PPnls. ... ...... tr.""" Inherit-nee T....
It the I~ful C1I.. . (col1,t.,..., rltl on MV .uch future l"t.r.~t.
..-.. OF
NOTICE' To fulflU the ,....1,.....,.. of Section 2140 0' the Inher1t~. 8nd Elt,t. TalC Act, lot IZ of 1"1. 7Z P.S.
lecUon 214a.
PAVtEHTI Detach the top portion of thh MoUe. ... ..-It with :fOUr PIP<<tt to tnI R....t.r of WU" printed on the r.....r.. .Ide.
....... check or .one)' ordll.. p.plal1 to I REGISTER OF MILLS, ADENT
All p.,..nt. rllOtll,," Mlill flr.t be 1IPP1l1ld to ...v lnter..t which ..y be dull with .,..v r_IncMr ...UIld to the tao
REf\IiID (eA) I A nfd1d 0' . tax credit, which .... not r....tH on thII Tax R.turn, ..y be reqwltMl by CCMlPlaUnt ., "AppUc.tlon
for Refund of Pennlvlv.nla Inherlt~. ... E,t,t. ,.... (REV-ISIS). Appl1cat1on. .r. .vw11BbI. .t the Off1ce
of the Aegl.t.r of W111., ~y of the 25 R.vlnUl Dl.trlot Offlc.., or by c.lllng thl ~I.l 24-hour
~..,.rlng "Mllc. ~n for for.. ordlrlngl In Penn.ylnnl. 1.8aO-56Z-2050, outll'" fJWW1l)'lwnla ...
within local Hlrrlsburg ar.. (717) 787-8094, fDDI (717) 77Z-2Z52 CHeer1ng 1.,.lred Only).
OIJECTlc>>G1 Any parb In Int.r..t not ..tllfl... ..Ith thl appMlb...nt, aUowMCI or dhaUOMWtCtI of daduotlon., or ........"t
of tax (Including dbcount or Intara.U a. shot<<l on thla NoUca ....t object ..Ithln abb (60) dliy. of raealpt of
thh Notice bYI
....rlttan prot..t to the PA Daparteent of Aavenue, Ia.rd of Appa.I., O.pt. 211021, Harrisburg, PA 17121-1021, OR
....Iectlon to have thl ..tt.r dlt.ralMd .t audit of the Koount of the ..-rsonal representatlvI, OR
"'IflPMI to the orphan.. Court.
AIlOtIN
ISTRATlVE
CORRECTIONS I
IHTERESTI
Fectual .rror. dllcovared on thl. ........"t should be "'r...act In ..rlUI'lI tOI PA o.part8ant of AavWIUI,
IUr..u of Individual Taxa., ATTNI Po.t A....~t Ravl... unit, o.pt, 210601, Hlrrl~rD, PA 17121-0601
Phona (717) 111-6505. S.. Pili 5 of the bookl.t "In.tructlon. for InhlrltBnCa Tax Altum for. Aa.ldant
Dacedant" CREV-1501) for an aKPI~t1on of ~lnl.tratlv.lY corractBbla arror.,
If ~Y tax due Is p.ld ..Ithln thr.. 15) c.lendar ..,th. aftar the dleHant'. dlath, . flv. percent (5~) discount of
the tax p.ld I. aliGNed.
Int.r..t la charged baglnnlng ..Ith flr.t day of dlllnquancy, or nlna C') aonth. ... ana (1) day fr~ the data of
death, to the fttl of p.pant. Tax.. wh1ch bac..a dlJ1nquant b.for. J...ry 1, I'.Z bear Inbra.t .t the rat. of
IIx C6X) parc~t par .,..". c.lcu1atact at . ftl1Y rata of .000164. AU tu.. which bee-. del!nquant on ... .ftar
.M1uar)' 1, 19IZ ..111 bur Int.ra" at . r.ta .....Ich ..111 vary frOll calendar y..r to celWldar y..r wIth thet rata
announcad by the PA Dap.rtaant of Revanua. The appllcabl. Intara.t r.t.. for I'IZ through 1995 ar'l
DISCOUfT I
~ Int.r..t Rata Oally Int.ra.t Feator !!!! Int.r." R.t. Da11y Int.ra.t Factor
1912 zoX .000541 1911 OX .011247
1915 lOX .OOOU. 1'''.1991 IIX .001501
19" IIX .000501 I'" OX .000247
1'85 13X .0005S6 1995.1994 7lC .0001'Z
1'86 lOX .ouozn 1995 OX .00DZU
nlntar..t I. celculated ., fallow,1
INTEREST . BALANCE DF TAX UNPAID X HUKBER DF DAYB DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. I..uad .ft.r the tax bacOll. delinquent will r.flact ~ Int.ra.t calculatIon to flft.-n (15) d.ya
beyond the data of the ........,t. If paYNnt Is IUda .ft.r the 1ntlr..t cDllpUtaUon ftt. Ihown on the
Notlc., eddltlonal 1ntar..t au.t be calculated.
.."."70 II eU'1
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEAlTH Of PEN~ISYlVANIA
. -DEPARTMENT Of REVENUE
BUREAU OP INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG. PA 17128.Q601
DECEDENT'S NAME
filE NUMIER
Jntluu II. IIcnr.'ndeen
2l94-007b
AC
101
SCHEDULI
ITEM
NO.
EXPLANATION Of CHANOES
A
1
llitve been rllduclld Crom $140,000.00 to $70,000.00 thu I'rol'ur~y' ,1~_.J()lf'.tl'y
.oWiiccf. "-Uusb'anif"i.tnd"wffc'. .. '..--
1
1 onUavo bcen"r'cduc-cd orid-to'; at soi>lii:ccnt bllCltUlui or bulnifjohlllyoWticid.
2
,~ ... ,... _....~~ ". .___ _ _ _....._.~ ,... _ _ ... ~.. ___ __ '_~'_~. _. _~.d' ,.. ..,~_., ._.~ ~.'....~ _.... .._... ..... ~.., ..-..
. _.. ~_..., ,..",.,. ~.. ;,." ...~._. _ ...,_.,...._.._..~_ ._~_..... .'H'_"__ ._,. ~_~. ~,'.'.U' ~~ .._..__~__~__~____~.__. ..-...~ -
,...._ ....._. ~ ....~'. _. ~,_. _~..^...,._ ~._ T_.T__~~.__.__~._._~_~~__ ~~. .._~_..~ ..., _.~. _, ~.~~~....,......~_... -~,~ ~.-~..~~.---- .._-- ~ --.
. . ..._...._. .... ~ _'...~..._.__ _"'_~"_.'_____''''~'^ ,_e ~ _ _._~__.'. _~...~ ~'>""." ~~" ~"'__',"T_"_"_*'_'~'___"'___'.____________~~"'___
._-'v ,__...,.., _. ..~ .~..,. ~._~_~___~__.< ..___.._~_ ~.,,~_._~ ..___. _.~.~~ ~._.__--' .'~_b__._ _.. __.____..._.......:_"""____.~~..~.. _... -. _..
..._. .'_.' .~___._.__._.._ ....4~._._'...__~",.~..,~.~.. ... ~."...._...~.._._ ~.__ ._.._._ _..~___..__ ________.. __.~.._ ._~__A_.__.._.;.._ ..~.._. .....--.....-..--.. ,
....~.~.' ,". ~ ...__ .'_'_T' _~.__~.__._.._~_~_______._"._.. _~.._~.__.._-'-_.;..:..-....,;..~.___.._____". ,. ....,....
,.. ,,~... .. _........._._ T_'_.._.. ,.._.__..______-'-.__._~..
__..____._.T._'_'_~_____ __.___.___.____.._____._______._..
",
\
,.,\.-, ,--
I
\,
TAX EXAMINER,
Arcc:us13 Byrd
PAGE
lEY.UOO fh 17.91.
~
..5"
1d1Et:
"''''S
U~..
'*
i '1_),1./0 - i."
(~/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OR DAns O' DIA'H AnlR 12/31191 CHICK HIAI
.. A SPOUSAL
POYIRTY C"DII IS CLAIMID 0
P1U HUMIIR
1994-00876
COUNTY CODE YEAR
o 10 N 'S COM'l I AOO.' S
lS
lil
Id
'"
COMMONWIALTH 0' PINNSYlVANIA
DEPAJlIMfNT 0' JlIVfNUf
OfPT,210ll01
HAJIJIIUUJlO, PA 17121-0601
o CIO N '1 NAM IlA . 'I . AND MIOOl
Herendeen James H.
SOCIAl SleUII" NUMIII
161-34-2466
INllAlI
Jr.
DAn Of D.ATH
9/19/94
II' A""CA'U1,u.vr,1HQ lfOII.." H.....' flAil, 'IUIAND "'DOli ....11I.11
Herendeen, Nancy E.
o 1. Orlglnol R.'um
o A, lIml,.d E.,o,.
NUMBER
309 Black Latch Lane
Canp Hill, PA 17011
CO"'', Currberland
AMOUNT .ICIIVIO Isn INSlIUCllON51
DATI Of 'I.'H
152-34-5172
f9: 2. Suppl.m.nlal R.lurn
o 3. R.malnd.r R.turn
(10' dol.. of d.o,h p,lo, 10 t2.13,921
o 5. F.d.ral E.tat. Tax R,'urn R.quired
o .0. fulur. Intellll Compromit.
(lor dol" of d.o,h oh., 12.12,B21
o 6. DIC.d.nl DI.d T.ltal. 0 7. D.c.d.nt Malnlain.d a Living Trull
(AHoch copy 01 WillI (AHoch copy of T,ulll
ALL CORRESI'ONDINCI AND CONFIDENTIAL TAX INI'ORMATlON SNOULD III DIRICTID TO.
NAMI ~M;y'UN~ A~aden
Peter B. Astorino E e
""'HOHINUMIIA 212 N. 3rd st., P.O. Box 11998
717 233-7691 Harrish , PA 17108
:filS
..",
..",
B~
z
5
g
Id
..
..
'"
;::
oC
~
~
'"'
'"
'"
s
_ 8. Total Numb" of Safe D.potlt Bax.s
292,073.19
(61
(71
6,000.00
(B I
1. R.ol E.lol. (Sch.dul. Al (I )
2, S'och ond Bond. (Sch.dul. B) ( 2 1
3, Clo..ly H.ld SlocIclPonn."hlp Inl.r." (Schedul. CJ ( 3 )
.. Martgag.. and Not.. R.ceivabl. (Sch.dul. 0) ( .4 I
5. Caah, Bank D.pasl.. & Mllc.llan,oul p.,.anal Prap.rty ( 5 )
(Sch.dul. EI
6, Jolnlly Own.d P,op.ny (Sch.dul. FI
7, ',on"." (Sch.dul. 01 (Sch.dul. II
8. T 0101 Gran An.la (10101 Un.. 1.7)
9. Fun.ral Exp.n..s, Admlnlstratlv. COlli, Mlsc.llan,oul ( 9 I
E.p.n... (Sch.dul. HI
10. D.blt, Mortgag. lIablllli.., lI.n. (Sch.dul. I)
11. '0'01 O.dudlon. (Iolollln.. 9 & 10)
12. N.t Valu. of eSlal. (lIn. 8 mlnualln. 111
13. Charilabl. and Ga....rnmental B.qu,," (Sch.dul. J)
1.. N., Value $ubl'ct to Tax (lIn. 12 mlnul L1n. 13)
15. Spoulal Tran".,. (for dol.. of d.ath aher 6.30.9.1
S.. Inllrucllon. far Af,pllcabl. Perc.ntag. on Rev.". 1151
Sid.. Ilnclud. valu.. ram Sch.dul. K or Sch.dul. M,)
16, Amount of lIn. .. toxobl. al 6% role
(Includ. volu.. from Sch.dul. K or Sch.dul. M.I
17. Amount of L1n. 1. taxabl. 01 15% ral.
(Includ. valu.. from Sch.dul. K or Sch.dul. M.I
18. Principal tax due (Add tax from Un.. 15, 16 and 17.1
19. Creditl Spousal PO....r1y Cr.dit ~rbo3 :Yf'nlt
+ +
20, If lIn. 19 Is great.r than lIn. 18, ,nlerlh. diHer.nc. on lIn, 20. This il the OVERPAYMENT,
aD
21. If lIn. 18 Is greal.r than lIn. 19, .nl.r Ih. diHer.nc. an L1n. 21. Thll II the TAX DUE.
A. Enter th.inter.st on the balanc. due on lIn. 21A.
B, Enl.r ,h. total of line 21 and 21A on lIn. 21B, Thll II the BALANCE DUE,
Malee Ch.cle Pavabl. tOI R.glat., af Will., Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
!Jnder p.nalti.. of perjury. I d.clare Ihal I ha.... .xamln.d Ihll IIturn, including accompanying Ich.dul.. and Ital.m.nll, and ta the best of my knawl.dg. and b.lI.f,
II II Iru., carrecl and compl.t., I d.clall Ihot 0111101 .Ilale hal been repart.d 01 Irue market ...alu., D.c1arotion of preparer olh., than lh. p.llanolrepr...nlati.... il
balld on II Information of ..... ' h p'.par.r hal any knowl.dg,.
SID"""" 0 1150'41'15'0' If 0 IINO IInUIIN "'OOIlUS DAn
d,
DOllfU
(101
(11)
(121
(13)
(IAI
286,073.19
)(.~.
(161
)( .06 II
(171
)( .15 .
(IBI
OllCount
Inlll.1t
Chec~ here if you are reque'ling 0 refund of your overpayment.
(191
(201
(21)
(21A)
(21BI
292,073.19
6,000.00
286,073.19
286,073.19
8,582.20
8,582.20
863.34
7,718.86
894.17
8,613.03
"> " - ,
- ,
.
,
,
~ ..
,
, , ",' ',",
. 10~~i ' -.~~
, , . ',' .'," ,'" ,..,,'" " ,
, '," ,,:..,', :':', ii '~'~,";, "
.~ \:'" '
~;t',' ,:,,:;:'
::"",\,u';," '
~ ~.~,... "
f" :;,",
If:Tc"" ,>"
",: i:'" "
'...'..::.;::
,:,:, ",;.:>.,
"p",;'.:;
::'?','i~''';~:ff~~
" '5. ;':3
, "cO"
',', '" ", ,;1
\': ,',i" ' ,;,' "
,:i,.. :'.,r.. ,...
", "~'.:', .1-,' /;
, '.., '''', ,
,..
,i? ' '
'.'..
;i.. '
i~, . ,
,1
l' .'
:,;:)
1 ~
'i"
,
'..
....'
;:,
':;, '
','
,t
,;".,." ;':';, ','
<:,:,::'::,' , ;
""'" '; .' .:,' ,"';,', ,..' .
",...'" ;.,;.\>~;';"':'", '"
,: ,: "i" ,:\,,,,,,': ":'.., ,'"c:.<;::,~~,.:~;;';;" i'.':'. ,'.' ';
" ", ,0; .. O':u"",:Y:'i:': ;':':";::;:"'::~."':''c;,,''';,;.,
,,; "" ',' ;"i;' ,,: ',' ,..,L..'.,.. '.,:..;, ..,:"" ;' ','.,<'''' "" ',;,'" ,,f,,i',
".':",:""':,,',,;, ' .; .,' ' , ',;".
, , ..'. ';':,' " '; " " " ,'.. .. . . ",',,:,
. . . '~"{; iii,';;,,",:.: . '%;:L";' " ' .'
. ":""",,.-- ,i" ,<',<,' :",,< ,'i'] ,';,',..,....-...,'"i; ',' ,,',': ' .. :'.:..', :'/:"i':'
"";:,~i;.j,..:~, :H} ~,'."'i /;:':':''':''''}~;:/';'' ~': ,r"';
, ' , , 'ii,:;.'!)' '.", .?';< ~:J;F~i~'\" ..
r n,:'; ,i,.,,'>:, ,: 'i,>:,-~,. Y;',/ :,' i-: :':'F!" " ,~~~;f~~i~.~ > ,
, ~:>"', ~"'~',' >',.'" ,J" ' ;,'..., ,"" ,
.. , ,', .", q;'":,,t' " '.' ','~.,' ':,- , " ""..~i">:' L
- "'"
,~
,1-
~,;
, .1-
>"
, "
,
-~_.~~..~+ ~.
.
. 1fY-llllfltl'lll
ESTATE OF
ITEM
NUMBER
PI.a.. Print or Typ.
I FILE NUMBER --
1994-00876
J<J~:~"
_!lJ>>ooo
COMMONwrAlfH 0' PINNSyl....NIA
IHHranANcr I.U UtUIN
.UIDtH' DfCIOfNI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Jlll1'CS II. lIerendecn, Jr.
DESCRIPTION
1,
A. Fun.rol Exp.n...,
8,
1.
2.
3.
Admlnl.trotlu. co.t.,
Perianal Representative Comml..lons
Sodol Slcurlly Numb.. of Perianal Rlpr..lnlatlvlI
Vlar Comml..lons paid
AttornlY Fe..
Beckley & Madden
Family EXlmptlon
Clalmanl
Addrl.. of Clalmanl at dleldlnt's dlolh
Strlll Addre..
Rllatlonshlp
Slall Zip Codl
Clly
4. Proball FI..
C, Mlsclllanlou. Exp.n,""
1,
2,
3,
4,
5,
6.
7,
0,
TOTAL (Also enler on IInl 9, R.capllulatlon)
(If mar. .pa.. I. n..d.d, In,"" additional .hl.t. of .oml .1...)
AMOUNT
6rOOO.OO
S 6,000.00
_~.~ "'_....,.:-_,...-.-.- '"_~.".-. ~.. _"'."""_~~"'TO_.
.
/
R!V-U04 EX. 17.13)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "C"
CLOSELY HELD STOCK.
PARTNERSHIP AND PROPRIETORSHIP
FILE NUMBER
James H. Herendeen, Jr.
Ilch.dul, "C_JII or "C'2" mull b. .tuch'd for .Utl bUlln,.. IntI,r.1t of Iht ale.dlnt, CIIn., Ih.n I ,oorl.tontllp,'
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
1,450 shares of Gannett Fleming Affiliates, Inc.
common stock at $ 389/share ($564,050) less
outstanding balance and interest on stock purchase
notes ($271,976.81). Payments are made in 5 annual
installments.
$292,073.19
TOTAL IAlso enter on line 3, Recapltuletlon)
$ 2'.2. ..,3. I""
lit mort .p.c. I. n,.o.d In"" .doUlon.1 Ih"" 0' ..m. ,Iu)
,
/
/
UV.1I0S (.. IS"I
"\,,\1,,'9,,
-~
COMMONWIAUH O' PENNSYlVANIA
INHU""'NCE tAl REtURN
IUIDEN'DECEDENt
SCHEDULE C.,
CLOSELY HELD CORPORATE STOCK
INFORMATION REPORT
Plio" T . or Print
ESTATE OF
James H. Herendeen. Jr.
FILE NUMBER
The following information must be. submilled with this schedule:
A. Detailed dllcrlpllan .howlng the method of computation uliliud in ,hi valuation of the dlcld.n", stoclt,
8, Complete copl.. of 'I"andal.tal.m,n" or campl.ll copl.. a. the Federal Tax RelurnI1F,d,ral Form 1120) 'or .he y.ar of death and A
prluding Ylars,
C, Slal.mlnt of dividend. paid loch year. lilt ,ho.. declared and unpaid.
0, Lilt noml. 01 oHice,., lolorll', bonus.. and any olh.r benefill received from Corporation.
E. If the Company owned rlal'Itate. lubmlt a lI,t Ihowln9lh. compl.,. odd,e..l" and ..timated Fair Market Value", If Rial Estall Appraisal.
have b..n secured, pl.o.. ouoch copl",
F, Ust principal .toc~hold.n at dol. of d.ath, numb.r of shar.. hid, and r.lollon.hlp 10 dlC.d.nt.
G, Any othr Information r.lollve to the voluollon of the dlC.denl'. Int.rell. See Attached
1.
Nome of Corpofalion
Gannett Fleminq ^ffi1iates. Inc.
luJ bpringer JJI111.0111g
3411 Si1verside Road
Delaware
State of Inc.
Dote of Inc.
2/26/81
Slr..t Addren
CUy Wllmin;)ton
Slate
DE
Zip Code 1 qRl 0
Total Numb., of Shareholders
7R
1U31/9i\
2, Fede,oll. D, Number 23-2175843
(Some AI Federol Form 11201
3, Type of Bullne.. Consul tin;) Engineering
4,
1/1/94
10
BUllne.. Reporting Y.ar
Product
n/~
STOCK
TYPE
TOTAL' SHARES
OUTSTANDING
PAR VALUE
. SHARES OWNED
BV DECEDENT
Common
121.375
$0.20
1.450
Preferred
5,
Provld. all rights and r..trlctlon. pertaining to each cia.. 0' .tock.
, fUI * 0 *Decedent was employed by a wholly owned
WOI deceden' employed by ,he Corporo',on! "" Vel No b idi (G tt Fl i I )
Ifye..Po.I'lon Enaineer VI AnnuolSoloryS 79.960 su S lP"f.YDevol~~milu"ne..em n;J. nc.
WOI the Corporation indebled 10 Ihe decadent' 0 V.. 00 No
If y", provide amounl of Indeblednen S
6,
7,
o No
26,93R.15 ;mid
Was there life Inlurance payable to the corporation upon death of deced.nt' [Xl V..
If Y.'. COlh Surrender Volue: S 3383 prior to deatlllr Procoed. Pc)'oble: S
Owner of Policy Gannett Flemina Investment Cor\Xlration
B. Old the deced.nl ..II ar tronder stoc~ of Ihls company wllhln one year prior to deolh If the dote a' deolh wos on or after 12/13/82 or within
'wo yeoll If ,he dote of deoth WOI prior '0 12t13/B21 0 Vel IKl No
If y": 0 Tranlf., OSale lof Share I Tront'.r.. or Purcha.er
Conslderallon S Dale
Attach a .eparate .h..l for additionaltronlfers and/or .or".
, 0 0 See attached supplemental
9, Old the corporallon have on Inler"t In other corporations or partnershIp.' Yes No
answer
If yes, report the necanary Informallon on 0 ..porote sheel, Including Schedule "C.1" or "C.2" for each lnterel"
10, Was there a wrltlen shareholder'. agreement In eHeet at the time of the decedent'. deolhf IXJYes 0 No
II yes, provide a copy of the ogreemenl.
11. Wo.,he deced,n", .lock lold! 0 Ve. !XI No *Stock was redeemed in accordance with attached
II ye.. provide 0 copy of ,he ogreemen' of lole, ete, Stock Redemption Agreement. See letter of 9/21/94
12, WOI,he corporotlon dillolved or Iiquldoted oher ,he dec;l.~tl,aje~~ViJ Cf1r.. te1fl~,?f the redemption.
If ye.. provide 0 breo~down of liquidation diltrlbullons, .tc. Attach 0 "porale .h..t.
~ liaooett Fleming
GANNETT FLEMING
AFFILIATES, INe,
PO, Bo, 67100
Harrisburg, PA 17106,7100
LocaUon~
2m Slnale Avenue
Camp HIli, PA 17011
Fa" 17171 763-6150
0111.11 (717) 763.7211
September 21, 1994
Mrs. Nancy Herendeen
309 Black Latch Lane
Camp Hill, PA 17011
Redemption of Gannett Fleming Afliliates, Inc.
Common Stock
Dear Nancy:
The redemption of Jim's Gannett Fleming Afliliates, Inc. stock is governed by the
Gannett Fleming Afliliates, Inc, Stock Redemplion Agreement to which Jim became a
party when he first acquired stock. A copy is attached for your infonnation. Article
2(A) of the Stock Redemption Agreement is applicable in Jim's case and the following
paragraphs oUlline lhe lerms ami procedures for the redemption.
At the time of his death, the Company hcld four Stock Ccrtificatcs for Jim '5 stock
representing 1,450 shares of Gannett Fleming Affiliates, Inc. stock. They are Certificate
Nos. 688 (500 shares), 739 (400 shares), 818 (300 shares) and 857 (250 shares). The
balance due on the stock purchase notes applicable to the certificates as of September 19,
1994 is $259,622.76 and interesl from January I, 1994 to that date totals $12,354.05,
The total payment for Jim's 1,450 shares will be based on "Fonnula Value" in
effect on lhe dale of his death, Seplember 19, 1994, Therefore, the redemption payment
will be based on the July I, 1994 Formula Value of $389 pel share resulling in a total
redemplion value (before deduction of oUlstanding amounts) of $564,050. The Stuck
Redemplion Agreement provides for an initial payment of 25% of the net redemption
amount and the balance in five equal annual installments. Our calculations based on $389
A Tradition oj Excellence Since /9/5
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Gannell Fleming
per share are as follows:
Redemption Value
Balance - Stock Purchase Notes
Interest - Stock Purchase Notes
NET REDEMPTION AMOUNT
$564,050.00
259,622.76
12,354,05
$292,073.19
Although the terms of the Redemption Agreement permit the initial 25 % payment
to be made anytime within 90 days of the redemption, the Corporation proposes to make
an initial payment of $73,018,19 representing 25% of the redemption amount by October
21, IlJ94. Thl: balallce will be pahl in five eqllul annual installm::nts in the amount of
$43,811.00 secured in the form 01 promissory notes with interest payable on a semi-
annual basis. The rate of interest payable on the promissory notes will be equal to the
prime rate of Dauphin Deposil Bank and Trust Company or PNC Bank, N.A., whichever
is lower.
The check and promissory noles will be payable 10 the Estate of James H,
Herendeen, Jr. If you prefer the check or promissory notes to be sent to an address olher
than the above, please let me know,
Nancy, it is quite possible lhat you may have queslions regarding this matter. If
so, please feel free to call me at any time.
Sincerely yours,
)n(r.~i~
M. A. Wadsworth
President
MAW IIcr
Enclosure
ATTACHMENT NO. I
Gannell Fleming Affiliates, Inc, is a privately held corporation and, at the time of
Mr. Herendeen's death, was owned by 78 stockholders. Through subsidiaries and
affiliated companies, the Gannell Fleming organization provides consulting engineering
services lhroughout lhe UniIed States and globally. lis gross revenue in 1994 was
$119,971,000 and it was ranked as the 62nd largesl consulting engineering firm in the
UniIed States, It employs approximately 1,500 people, Only employees of the Gannett
Fleming organization may become stockholders. All stockholders arc required to agree
to the terms of the allached Stock Redemption Agreement, which governs the lerms and
price of the common stock in the event of a redemption event. The Formula Value is set
in January and July of each year by the Board of Directors of Gannett Fleming Affiliates,
Inc. Formula Value traditionally exceeds book value. For example, book value as of
July 1994 was $350.66 and Formula'Value was $389.00,
The Gannell Fleming organization is fully licensed 10 do business in Pennsylvania,
properly registered with the Commonwealth and tiles all required lax and information
returns. We comply with the Pennsylvania Securities Commission requirements when
offering stock and a copy of our Stock Rcdemption Agreement has been filed with lhe
Commission.
Because Gannell Fleming is a private employee held corporal ion, the additional
information requested in C-I concerning financial information, salaries and bonuses,
valuation of real estate, etc, is confidential business information and Gannell Fleming
declines to provide it. Mr. Herendeen's Estate was paid Formula Vulue as of July 1994
less the balance on Mr, Herendeen's slOck purchase notes in accordance wiIh the Stock
Redemption Agreement, It is Gannett Fleming's position that the amount paid to the
Estate of James H. Herendeen, Jr. represents the fair market value of the stock, exceeds
book value and is the amount Mr, Herendeen wus enlitled to receive under the Stock
Redemption Agreement.
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SUPPLEMENTAL ANSWER TO QUESTION NO.9
9, Gannell Fleming Affiliates, Inc. has several wholly owned subsidiaries and
afliliated companies, however, the value of Gannell Fleming Aflillates,lnc. stock reflects
Its Interest and Investment in these subsidiaries.
GANNETT FLEMING AFFILIATES, INC,
STOCK REDEMPTION AGREEMENT
THIS AGREEMENT made this 4th day of September, 1984, by and between
GANNETT FLEMING AFFILIATES, INC" a corporation organized and existing under
the laws of the State of Delaware (hereinafter called the "Corporation"), and such
stockholders of the Corporation as may become parties to this Agreement by execution
of a Joinder Agreement In the form attached hereto as Exhibit A (each such stockholder
Is hereinafter Individually referred to as a "Stockholder" and all such stockholders being
collectively referred to as "Stockholders"),
WHEREAS, the Corporation and Stockholders entered Into the Gannett Fleming
Affiliates, Inc, Stock Redemption Agreement dated November 30, 1981, which
Agreement was amended by Amendment No, 1 to the Gannett Fleming Affiliates, Inc,
Stock Redemption Agreement dated May 14, 1982;
WHEREAS, the Corporation and the Stockholders Intend that said Agreement
and any supplements or amendments thereto be consolidated, amended and
superseded by this consolidated, amended and restated Stock Redemption Agreement;
WHEREAS, the Stock Redemption Agreement permits amendment thereof by
the holders of 75% or more of the outstanding common stock of the Corporation;
WHEREAS, the Stockholders are the owners of common stock In the
Corporation; and
WHEREAS, It is the desire of the parties hereto as follows:
1, That no common stock in the Corporation shall pass into the hands
of anyone who may have an interest adverse to the affairs of the Corporation; and
2, That common stock In the Corporation be made available from time
to time to selected employees of the Corporation, Its subsidiaries and associated
companies.
NOW, THEREFORE, FOR AND IN CONSIDERATION of our mutual promises
and covenants, we, the parties hereto, Intending to be legally bound, covenant and
agree as follows:
ARTICLE 1, Each of the Stockholders hereby covenants that he or she will not
sell, donate, bequeath or othelWise transfer, voluntarily or involuntarily, or assign his
or her common stock in the Corporation to any person or entity except to the
Corporation; provided that the Corporation may Issue stock to a person and his or her
spouse to be held as joint tenants with the right of survivorship or as tenants by
entireties If one Joint Owner is also a partner or former partner In a partnership
affiliated with the Corporation and provided further that, with wriUen approval of the
Corporation, a Stockholder who Is also a partner or former partner in a partnership
affiliated with the Corporation may transfer his or her stock to a spouse to be held as
Joint tenants with right of survlvotship or as tenants by entireties (such owners of
common stock in the Corporation hereinafter being referred to as "Joint Owners" and
such partner or former partner Joint Owner being referred to as "partner Joint Owner"
and such Joint Owner who Is not a partner or former partner being referred to as "non-
partner Joint Owner",)
ARTICLE 2, Corporation agrees to redeem the common stock of each
Stockholder, which is Issued In a single name, as follows:
(A) Upon the death of any Stockholder while he or she is owner of any
common stock in the Corporation, the executor, administrator or estate of the said
deceased Stockholder shall be obligated to transfer all of said common stock to the
Corporation, and the Corporation shall be obligated to redeem all of said stock, at the
"Formula Value" as hereinafter described and in effect on the date of his or her death,
provided, however, that in the event of his or her death occurring more than two years
after the date of his or her 65th birthday, the "Formula Value" shall be the "Formula
Value" In effect on the second anniversary of the Stockholder's 65th birthday,
After the death, said redemption shall be consummated within
ninety (gO) days by the executor, administrator or other representative of the estate
taking all steps necessary to assign and transfer said stock to the Corporation and the
Corporation's payment of 25% or more of the redemption price in cash and the balance
In the form of one or more promissory notes of the Corporation payable not more than
five years following the death and arranged so that substantially equal Installments of
said balance of the redemption price shall be paid each year; the interest rate on said
notes shall be as set forth In Article 6 hereof, The option as to whether the payment
shall be wholly In cash or partly In cash and partly In notes as above provided shall be
in the Corporation.
(B) If any Stockholder who has been In the employ of the Corporation,
its subsidiary or associated companies until he or she is at least sixty-five (65) years
of age gives written notice, from time to time, setting forth said Stockholder's desire to
have some or all oi his or her common stock redeemed, the Corporation shall redeem
"
at the "Formula Value", as hereinafter described and In effect as of the date of receipt
of said notice, and the Stockholder shall transfer to the Corporation the stock thus
offered, provided, however, that In the event such notice Is received more than two
years after the date of his or her 65th birthday, said "Formula Value" shall be the
"Formula Value" In effect on the date which Is the second anniversary of the
Stockholder's 65th birthday,
Said redemption shall be consummated within ninety (90) days after
the Corporation's receipt of said written notice by the Stockholder taking all steps
necessary to transfer said stock to the Corporation and the Corporation's payment of
25% or more of the redemption price In cash and the balance In the form of one or
more promissory notes of the Corporation payable not more than five years following
the Corporation's receipt of said written notice and arranged so that substantially equal
Installments of said balance of the redemption price shall be paid each year; the
Interest rate on said notes shall be as set forth in Article 6 hereof, The option as to
whether the payment shall be wholly in cash or partly in cash and partly in notes as
above provided shall be in the Corporation,
(C) If any Stockholder, when under sixty-two (62) years of age,
voluntarily withdraws or retires from employment by the Corporation, Its subsidiaries or
associated companies, the Corporation shall redeem all of said Stockholder's common
stock and said Stockholder shall transfer all of said stock to the Corporation at the
lower of the following:
1, the price he or she paid for the stock, or
2, the "Book Value" at the time of voluntary withdrawal or
retirement as described In Paragraph (A) of Article 5,
If said Stockholder, whose stock is redeemed pursuant to this
Paragraph (C) does not, within twenty-four (24) months after his or her date of
withdrawal or retirement, directly or Indirectly, in any individual or representative
capacity whatsoever, engage in, assist in, be Interested in or connected with any
competing business, organization or entity nor in any way compete with the Corporation
or its subsidiaries and associated companies in their existing business, the Corporation
shall pay said Stockholder additional compensation which shall equal the difference
between the "Book Value" at the time of withdrawal or retirement and the price paid for
his or her stock, as payment for such non-competition; provided that "Book Value" shall
be greater than the price paid for his or her stock,
Said redemplion shall be consummated within ninety (90) days after the
voluntary withdrawal or relirement by the Stockholder taking all steps necessary to
assign and transfer said stock to the Corporalion and the Corporation's payment of
25% or more of the redemption price in cash and the balance in the form of one or
more promissory notes of the Corporation payable not more than five years following
said withdrawal and arranged so that substantially equal installments of said balance
of the redemplion price shall be paid each year: the Interest rate on said notes shall be
as set forth in Article 6 hereof, The option as to whether the payment shall be wholly
in cash or partly In cash and partly in notes as above provided shall be In the
Corporalion, The payment options available to the Corporalion for the stock redeemed
shall also be available to it with respect to any additional payment due to the
Stockholder as compensation for his or her non-competllion,
(0) If any Stockholder, who Is at least sixty-two (62) years of age, but
has not yet reached age sixty-five (65), voluntarily withdraws or retires from
employment by the Corporation, its subsidiaries or associated companies and gives
written notice from time to time setting forth said Stockholder's desire to have some or
all of his or her common stock redeemed, the Corporalion shall redeem at the "Formula
Value", as hereinafter described and in effect as of the date of receipt of said notice,
and the Stockholder shall transfer to the Corporation the stock thus offered, provided,
however, that:
1, In the event such notice is received more than two years after the
date of his or her withdrawal or retirement from the Corporation, its subsidiary and
associated companies, said "Formula Value" shall be the "Formula Value" in effect on
the date which is the second anniversary of the Stockholder's withdrawal or relirement
from the Corporation, its subsidiary and associated companies, and
2, Said Stockholder executes a 24-month non-compelilion agreement
in the form attached hereto as Exhibit B prior to or at the time the Stockholder
withdraws or relires,
If the Stockholder does not execute such a non-competition
agreement prior to or at the date of withdrawal or retirement, the Corporalion shall
redeem all of the stock of the Stockholder at the lower of:
a, the price he or she paid for the stock, or
b, the "Book Value" at the time of voluntary withdrawal or
relirement as described in Paragraph (A) of Article 5,
If such Stockholder who fails to execute a non-competition
agreement does not, within twenty-four (24) months from his or her date of withdrawal
or retirement, directly or Indirectly, in any Individual or representative capacity
whatsoever, engage In, assist In, be Interested In or connected with any competing
business, organization or entity nor In any way compete with the Corporation or its
subsidiary and associated companies In its existing business, the Corporation shall pay
said Stockholder additional compensation which shall be equal to the difference
between "Formula Value" at the time of withdrawal or retirement and the price the
Corporation paid for his or her stock, as payment for such non-competition, prOVided
that the "Formula Value" shall be greater than the price the Corporation paid for his or
her stock,
Said redemption shall be consummated within ninety (90) days after
the Corporation's receipt of said written notice by the Stockholder taking all steps
necessary to assign and transfer said stock to the Corporation and the Corporation's
payment of 25% or more of the redemption price in cash and the balance in the form
of one or more promissory notes of the Corporation payable not more than five years
following the Corporation's receipt of said written notice and arranged so that
substantially equal installments of said balance of the redemption price shall be paid
each year; the Interest rate on said notes shall be as set forth In Article 6 hereof, The
option as to whether the payment shall be wholly in cash or partly In cash and partly
In notes as above provided shall be in the Corporation, The payment options available
to the Corporation for the stock redeemed shall also be available to it with respect to
any additional payment due to the Stockholder as compensation for his or her non-
competition,
(E) If any Stockholder under sixty-five (65) years of age Is discharged
or Involuntarily retired by the Corporation, its subsidiary or associated companies for
medical Incapacity or for any cause except disloyalty, dishonesty or incompetency other
than medical Incapacity, the Corporation shall redeem all of the said Stockholder's
common stock at the "Formula Value", as hereinafter described on the date of
discharge or Involuntary retirement, and said Stockholder shall transfer all of said stock
to the Corporation,
Said redemption shall be consummated within ninety (90) days from
the date of discharge or Involuntary retirement by the Stockholder taking all steps
necessary to transfer said stock to the Corporation and the Corporation's payment of
25% or more of the tolal redemption price in cash and the balance in the form of one
or more promissory noles of the Corporation payable not more than five years following
said discharge or retirement and arranged so that substantially equal Installments of the
said balance of the redemption price shall be paid each year; the interest rate on said
notes shall be as set forth In Article 6 hereof, The option as to whether the payment
shall be wholly in cash or partly In cash and partly In notes as above provided shall be
In the Corporation,
(F) If any Stockholder Is discharged by the Corporation, its subsidiary
or associated companies for disloyalty, dishonesty, or incompetency other than medical
Incapacity, the Corporation shall redeem all of said Stockholder's common stock at the
"Book Value" as hereinafter described and said Stockholder shall transfer all of said
stock to the Corporation,
Said redemption shall be consummated within ninety (90) days after
the date of discharge by the Stockholder taking all steps necessary to assign and
transfer said stock to the Corporation and the Corporation's payment of 10% or more
of the total redemption price In cash and the balance in the form of one or more
promissory notes of the Corporation payable not more than ten years following said
discharge and arranged so that substantially equal Installments of the said balance of
the redemption price shall be paid each year; the Interest rate on said notes shall be
as set forth in Article 6 hereof, The option as to whether the payment shall be wholly
In cash or partly In cash and partly in notes as above provided shall be In the
Corporation,
. (G) A Stockholder, with respect to whom a redemption event under
paragraphs (A), (B), (C), (D), (E) or (F) of Article 2 has not occurred, or would not be
In effect, may give written notice, not more often than once every three years, of the
Stockholder's desire to have some of his or her common stock redeemed Approval
of such redemption shall be within the sole discretion of the Board of Directors and
shall be limited to Instances In which there are special or hardship circumstances, In
no event shall said redemption exceed 25% percent of the total common stock of said
Stockholder, Upon receipt of such notice the Corporation may redeem the stock thus
offered at the "Formula Value" as hereinafter described and In effect as of the date of
receipt of said notice,
Said redemption if agreed to by the Corporation shall be
consummated within ninety (90) days after the Corporation's receipt of said written
notice by the Stockholder taking all steps necessary to transfer said stock to the
Corporation and lhe CorporaIion's payment of 25% or more of lhe redemption price in
cash and the balance in the form of one or mote promissory notes of the Corporation
payable not more than five years following the Corporation's receipt of said written
notice and arranged so that substantially equal installments of said balance of the
redemption price shall be paid each year; the interest rate on said notes shall be as set
forth In Article 6 hereof, The option as to whether the payment shall be wholly In cash
or partly In cash and partly In notes as above provided shall be In the Corporation.
ARTICLE 3, The Corporation agrees to redeem the common stock which Is held
by Joint Owners as follows:
(A) Upon the death of any Stockholder while he or she is a Joint
Owner of any common stock In the Corporation the following provisions shall apply:
1, On the death of a non-partner Joint Owner Stockholder of the
Corporation. the stock of the Corporation shall pass to the surviving Joint Owner.
There shall be no right In the Corporation to redeem stock of the surviving partner Joint
Owner at such time and the stock so held In the name of the surviving Joint Owner
shall remain subject to the provisions of this Stock Redemption Agreement.
2, On the death of a partner Joint Owner Stockholder, the
Corporation shall redeem the stock of the surviving Joint Owner upon the same terms
and conditions stated in Article 2 Paragraph (A) provided that the terms "executor",
"administrator" or "estate" shall be deemed to refer to the surviving Joint Owner and the
Stockholder referred to therein shall refer to the deceased partner Joint Owner
Stockholder,
(8) Paragraphs (8), (C), (D), (E) and (G) of Article 2 shall apply to
stock held by Joint Owners, provided, however, that the right to redeem said stock shall
be based solely on the age or status of the partner Joint Owner,
(C) Joint Owners may transfer ownership from joint ownership into
the sole name of the partner Joint Owner at any time,
(D) Paragraph (F) of Article 2 shall apply to stock held by Joint
Owners,
(E) In the event that stock of the Corporation which is jointiy held
thereafter becomes held by either one of the two prior Joint Owners separately, for any
reason other than death, which is provided for in Paragraph (A) of Article 3 hereof,
whether by reason of divorce or other operation of law. whether voluntary or
Involuntary, or for any other reason, the Corporation shall have the right Immediately
on the vesting of the stock In the sole name of the non-partner Joint Owner Stockholder
or at any time thereafter, by written notice to said Stockholder, to redeem all or any part
of said Stockholder's common stock In the Corporation at the "Book Value" as defined
In Article 5 of the Stock Redemption Agreement. Said redemption shall be
consummated within ninety (90) days after the Corporation gives said written notice
whereupon the Stockholder shall take all steps necessary to transfer said stock to the
Corporation and the Corporation shall pay. subject to payment to the Corporation of any
amounts due the Corporation secured by said stock, 25 percent or more of the
redemption price In cash and the balance In the form of one or more promissory notes
of the Corporation payable within five years following the Corporation's giving of said
written notice and arranged so that substantially equal Installments of said balance of
the redemption price shall be paid each year; the Interest rate on said note shall be the
rate set forth In Article 6. The option as to whether the payment shall be wholly In cash
or partly In cash and partly in notes as above provided shall be In the Corporation,
ARTICLE 4. As to all Stockholders the Corporation shall have the right to
redeem all or a part of a Stockholder's common stock in the Corporation by written
notice to a Stockholder (1) at any time after a Stockholder attains sixty-seven (67)
years of age at the "Formula Value" In effect when such Individual Stockholder attained
the age of sixty-seven (67) or (2) as to all Stockholders between the ages of sixty-two
(62) and sixty-five (65) who fail to execute a non-competition agreement in the form
attached hereto as Exhibit B prior to or at the time the Stockholder retires In
accordance with the terms of Article 2 (0), provided, however, the Corporation may
redeem said stock under the provisions of this Article 4 only under circumstances In
which the redemption shall not result in ordinary income to such Individual Stockholder
under applicable Internal RevAnlle Sel",ice Code piovlslons,
As to jointly owned stock of the Corporation, the right of the
Corporation under this Article to redeem all or part of the Joint Owners' common stock
in the Corporation shall depend upon the partner Joint Owner Stockholder having
attained the age of sixty-seven (67) or having failed to execute the non-competition
agreement as required by Article 2 (0),
Said redemption shall be consummated within ninety (90) days after
the Corporation gives said written notice by the Stockholder taking all steps necessary
to transfer said stock to Corporation and Corporation's payment of 25% or more of the
redemption price In cash and the balance In the form of one or more promissory notes
of the Corporation payable within five years following the Corporation's giving of said
written notice and arranged so that substantially equal Installments of said balance of
the redemption price shall be paid each year; the Interest rate on said notes shall be
as set forth In Article 6 hereof, The option as to whether the payment shall be wholly
in cash or partly In cash and partly In notes as above provided shall be in the
Corporation,
ARTICLE 5, (A) The "Book Value", for the purposes of this Agreement, of the
common stock of the Corporation, as referred to herein, shall be the "Book Value" of
the common stock shown on the Corporation's latest audited annual balance sheet as
of December 31 of the year preceding the date of Stockholder discharge, retirement.
or withdrawal. In determining said "Book Value" at any given time, the total of the
agreed to redemption values of all shares for which such values have been
permanently fixed at a stated amount per share as of that date shall be deducted from
the common stock equity of the Corporation, as shown on the latest annual audited
balance sheet, and the number of such fixed shares shall be deducted from the total
number of outstanding shares,
(B) The "Formula Value" of the common stock of the Corporation
effective as of the date of this Agreement Is $153 per share. Said price of the common
stock shall be determined semi-annually at a meeting of the Board of Directors of the
Corporation held in March of each year, or as soon thereafter as the balance sheet as
of December 31 of the preceding year Is available, and at a meeting of the Board of
Directors held in September of each year, or as soon thereafter as the balance sheet
as of June 30 is available, The Secretary of the Corporation shall set forth said
"Formula Value" In the Minute Book of the Corporation and notify the Stockholders
thereof, This "Formula Value" shall reflect the common stock equity shown on the
latest balance sheet and shall Include other factors contributing to the common stock
value, such as the then value of office buildings, investments and equipment, as
compared with their book cost, and the estimated value of "Work In Progress", Any
"Formula Value" fixed by the Board of Directors shall be retroactive to the preceding
January 1 or July 1, as applicable, and shall remain in effect until a new "Formula
Value" has been fixed by the Board of Directors and set forth in the Minute Book of the
Corporation,
ARTICLE 6, The interest rate to be paid on notes of the Corporation given under
Article 2 Paragraphs (A), (B), (C), (D), (E) and (G), Article 3 Paragraphs (A) and (B),
and Article 4 of this Agreement shall be equal to the prime rate of Dauphin Deposit
Bank and Trust Company or CCNB Bank, N,A., whichever rate is lower; said rate of
interest shall be adjusted on a monthly basis and the monthly rate to be established as
of the first banking day of each month and to remain effective for the current month,
The rate for notes given pursuant to Article 2 Paragraph (F) and
Articie 3 Paragraphs (D) and (E) shall be equal to three (3) percentage points per
annum below the prime rate of Dauphin Deposit Bank and Trust Company or CCNB
Bank, N.A, whichever rate is lower; said rate of interest shall be adjusted on a monthly
basis and the monthly rate to be established as of the first banking day of each month
and to remain effective for the following month; provided, however, the interest rate
payable under Article 2 Paragraph (F) and Article 3 Paragraphs (D) and (E) shall in no
event exceed nine (9%) percent per annum.
ARTICLE 7, In each case where the Corporation Is obligated to make payment
for the stock to be purchased hereunder over a specified period of years, the said
payment period may be changed to such other term of years as the Corporation and
the Individual selling Stockholder agree, Any such agreement shall be in writing,
executed by the Corporation and the Stockholder. Where the payment period is
changed, the balance due shall be paid in SUbstantially equal annual installments over
the revised payout period,
ARTICLE 8, Each non-partner Joint Owner of the Corporation subject to this
Agreement agrees to be bound by any action taken with regard to the stock pursuant
to this Agreement by the partner Joint Owner alone and hereby irrevocably grants a
proxy to the partner Joint Owner to vote the stock.
ARTICLE 9, The following restriction shall be endorsed on each common stock
certificate subject to this Agreement:
"The sale or transfer of this Certificate is subject to Stock
Redemption Agreement dated September 4, 1984, and any
supplements and amendments thereto,"
ARTICLE 10, Persons or entities who, in the future, become owners of the
common stock of the Corporation shall become parties hereto by duly executing a
Joinder Agreement.
ARTICLE 11, The Corporation shall not sell, Issue, assign, or transfer any
common stock to any person until such person first executes a Joinder Agreement.
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ARTICLE 12. It Is the Intention of the parties hereto that they and their
respective heirs, executors, administrators, successors, and assigns shall be legally
bound by this Instrument.
ARTICLE 13. This Agreement may be amended or terminated at any time by
writing executed by the holders of 75% or more of the then outstanding common stock
of the Corporation,
;'!
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JOINDER AGREEMENT
GANNETT FLEMING AFFILIATES, INC,
STOCK REDEMPTION AGREEMENT, AS AMENDED
The undersigned does hereby consent and agree to become a party to the
Gannett Fleming Affiliates, Inc, Stock Redemption Agreement dated September 4,
1984, as the same may be amended from time to time, and does hereby further
acknowledge and agree as follows:
1, A copy of the Gannett Fleming Affiliates, Inc, Stock Redemption
Agreement dated September 4, 1984, as amended by Amendment No, 1 has been
provided to the undersigned,
2, The terms of said Stock Redemption Agreement, as the same may be
amended from time to time, shall apply to all shares of common stock of Gannett
Fleming Affiliates, Inc, now owned or acquired Oolntly or as an individual) by the
undersigned,
IN WITNESS WHEREOF, the undersigned, intending to be legally bound, has
executed a separate counterpart of this Joinder Agreement and the Corporation has
caused this Agreement to be executed on its behalf, by its President, as authorized by
action of its Board of Directors.
WITNESS:
STOCKHOLDER
Signature
Dated:
ATTEST:
GANNETT FLEMING AFFILIATES, INC,
by:
President
Secretary
(SEAL)
Dated:
, J
NON-COMPETITION AGREEMENT
THIS AGREEMENT. made as of the , 19 ,by and between
GANNETT FLEMING AFFILIATES, INC, (hereinafter the "Corporation") and
(hereinafter "Stockholder"),
WHEREAS, the Corporation and the Stockholder are parties to the Gannett
Fleming Affiliates. Inc, Stock Redemption Agreement dated September 4, 1984;
WHEREAS, the Stockholder desires to withdraw or retire from employment with
the Corporation, its subsidiary or associated companies: and
WHEREAS. pursuant to Article 2(0) of said Stock Redemption Agreement, the
Stockholder desires to have some or ali of his or her common stock of the Corporation
redeemed in accordance with the terms of said Agreement.
NOW. THEREFORE, in consideration of the premises and mutual benefits to be
derived therefrom and intending to be legally bound hereby, the parties hereto do
mutually agree as follows:
1. The Stockholder tenders and transfers to the Corporation and the
Corporation agrees to redeem _ shares of common stock of the Corporation at
"Formula Value" of L per share,
2, The Stockholder covenants and agrees that for a period of twenty-four (24)
months from the date of this Agreement, he or she will not directly or indirectly, In any
Individual or representative capacity whatsoever, engage In, assist In, be Interested In
or connected with any competing business, organization or entity nor In any way
compete with the Corporation or Its subsidiary and associated companlAs In its existing
business,
3, The Stockholder recognizes that a violation on his or her part of the
_ covenant contained In paragraph 2 will cause irreparable damage to the Corporation,
The Corporation shall determine when the covenant has been violated and the
Stockholder agrees to be bound by said determination, For this reason the parties
further agree that the Corporation shall be entitled, as a matter of course, to an
Injunction In Equity from any court of competent jurisdiction restraining any violation of
this covenant by the Stockholder, his or her employees, partners or agents, such
Injunction to be cumulative and in addition to whatsoever other rights and remedies the
Corporation may have,
4, The parties agree that the Corporation shall be entitled to set-off, suspend
or discontinue any and all current or future payments that may be due the Stockholder
for redemption of the common stock of the Stockholder In the event of any violation of
or litigation regarding the covenant contained In Paragraph 2, This remedy is
cumulative and in addition to any other tights of the Cotporatlon,
5, If any term or provision or portion thereof of this Agreement, or application
thereof to any person or circumstance shall be held Invalid, the other terms and
provisions of this Agreement shall not be affected thereby; and the parties hereto agree
that the terms and provisions of this Agreement are severable,
6. This Agreement shall be Interpreted and enforced In accordance with the
laws of the Commonwealth of Pennsylvania,
7, This Agreement shall Inure to the benefit of and be binding upon the heirs,
administrators, executors and assigns of the Stockholder and the successors and
assigns of the Corporation,
8. This Agreement shall not be amended or modified except In writing
executed by the parties hereto,
IN WITNESS WHEREOF, the parties hereto have set their hands and seals
Intending to be legally bound hereby, the day and year first above written,
WITNESS:
STOCKHOLDER
Signature
Dated:
ATTEST:
GANNETT FLEMING AFFILIATES, INC.
by:
Secretary
President
(SEAL)
Dated:
,.
AMENDMENT NO.1 TO GANNETT FLEMING AFFILIATES, INC,
STOCK REDEMPTION AGREEMENT
THIS AGREEMENT made this 2nd day of March, 1967, by and between
GANNETT FLEMING AFFILIATES, INC, (hereinafter called the "Corporation") and the
Corporation's stockholders Is an amendment to the Stock Redemption Agreement dated
September 4,1964 (the "Stock Redemption Agreement") between the Corporation and
the stockholders of the Corporation; each such stockholder Is hereinafter Individually
referred to as a "Stockholder" and all stockholders subject to the Stock Redemption
Agreement are collectively referred to as "Stockholders",
WHEREAS, the Stock Redemption Agreement permits amendment thereof by
the holders of 75 percent or more of the oulstnndlng common stock of the Corporation;
and
WHEREAS, the parties to the Stock Redemption Agreement desire to amend the
Stock Redemption Agreement to comply with the Deficit Reduction Act of 1964 and the
regulations promulgated thereunder,
FOR AND IN CONSIDERATION of the mutual pfomlses and covenants con-
tained therein, we the parties hereto, Intending to be legally bound hereby, agree as
follows:
1.
follows:
Article 6 of the Stock Redomptlon Agreement is amended to read as
ARTICLE 6, The Interest rate to be paid on notes of the Corporation
given under Article 2, Paragraphs (A), (B), (C), (D), (E) and (G), Article 3,
Paragraphs (A) and (B), and Article 4 of this Agreement shall be equal to the
prime rate of Dauphin Deposit Bank and Trust Company or CCNB Bank, N.A.,
whichever rate Is lower: sold rote of Interest shall be adjusted on a monthly basis
and the monthly rate to be established as of the first banking day of each month
and to remain effective for the current month, Provided, however, that if the
Interest rate as so established Is not sufficient to avoid the imputation of Interest
for federal tax purposes, the Interest rate shall be such rate, as determined by
the Corporation, sufficient to avoid the Imputation of Interest.
The rate for notes pursuant to Article 2, Paragraph (F) and Article 3,
Paragraphs (D) and (E) shall be such minimum rate, as determined by the
Corporation, sufficient to avoid the Imputation of interest for federal tax purposes,
which rate shall be adjusted on a monthly basis and the monthly rate to be
established as of the first banking day of each month and to remain effective for
the current month,
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follows:
Article 11 of the Stock Redemption Agreement Is amended to read as
ARTICLE 11. The Corporation shall not sell, assign or transfer any
common stock to any person until such person first executes a Joinder
Agreement. However, the sale, Issuance, assignment, or transfer by the
Corporation of any class of stock other than common stock shall not be
restricted by this Agreement.
3, Except as provided above, the terms, conditions and provisions of the
Stock Redemption Agreement are Incorporated Into this Amendment and shall be
binding upon the parties, All terms, conditions and provisions of the Stock Redemption
Agreement, as amended, shall remain In effect. and nothing contained In this
Amendment No, 1 shall be deemed to alter or amend the provisions of the Stock
Redemption Agreement except as otherwise provided herein,
4, This Amendment may be executed by means of the Joinder Agreement
In the form attached and shall become effective on execution by holders of 75 percent
or more of the outstanding common stock of the Corporation as provided In the Stock
Redemption Agreement.
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Date:
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FOR VALUE RECEIVED, the undersigned promises to pay to the order of
GANNETT FLEMING AFFILIATES, INC" the sum of DOLLARS at
Gannett Fleming Affiliates, Inc" 103 Springer Building, 3411 SlIverslde Road,
Wilmington, Delaware, as follows: percent of the total
principal or $ due , 199_ and _ equal annual payments
In the amount of $ each December 31st thereafter until December 31, 20_,
together with interest payable annually on the unpaid balance at the rate of
(_010) percent per annum.
In the event of a default by the undersigned for failure to make any installment
payment when due or for any other reason, Gannett Fleming Affiliates. Inc, shall have
the right to declare the entire balance due and without further notice to the stockholder,
repossess and retire or repossess and resell all stock pledged as security for the debt
evidenced hereby.
Notwithstanding the terms hereof, the maker's liability hereunder shall be
enforceable only out of the stock of Gannett Fleming Affiliates, Inc" or other property
assigned or to be assigned or made payable to, or pledged with the Payee as security
for the debt evidenced hereby, and there shall be no other recourse against the Maker
or any other property now or hereafter owned by Maker, and after entry of any
judgment hereon, Payee shall request Prothonotary to mark the judgment index
accordingly,
WITNESS:
(SEAL)
B-1
,.'
,
GANNETT FLEMING AFFILIATES, INC.
PURCHASE AGREEMENT
1, Share Subscriotion, The undersigned (hereinafter sometimes referred to
as "Subscriber"), Intending to be legally bound, hereby offers to purchase
( I shares of the common stock of Gannett Fleming Affiliates,
Inc. (the "Company"), at a purchase price of $ per share, for a total purchase
prlceof
($ ) upon the terms and conditions provided herein and in the Company's
Limited Offering Memorandum dated (the
"Memorandum"), and in the Company Stock Redemption Agreement.
2, Pavment of Purchase Price: Deliverv of Documents, The terms of
purchase pursuant to offering are described in the Memorandum under "OFFERING -
Terms of the Offering", The repayment of the nonrecourse promissory note, a copy of
which Is attached to this Agreement, shall be secured by the shares purchased hereby.
3, Default. In the event of a default by the Subscriber for failure to make any
installment payment due pursuant to the terms of the nonrecourse promissory note, the
Company may, without further notice to the defaulting Subscriber, repossess and retire
or repossess and resell, all shares purchased by the Subscriber hereunder. To secure
the Subscriber's obligation to pay the installments due pursuant to the nonrecourse
promissory note, Subscriber grants a security interest In the shares to the Company
and agrees to execute and deliver any and all documents that the Company may deem
necessary or appropriate in connection with the security Interest created, Including a
stock power and assignment for security purposes, In addition, the Company will retain
possession of the shares purchased hereunder until the nonrecourse promissory note
Is paid In full, In the event of repossession and cancellation or repossession and resale
of shares by the Company, the defaulting Subscriber will be entitled to that amount, if
any, by which the book value of the shares on the date of cancellation or resale
exceeds the sum of (I) the total unpaid balance of the nonrecourse promissory note and
accrued Interest thereon, plus (ii) the costs and expenses Incurred by the Company In
connection with the cancellation or resale of said shares,
EXHIBIT C
C-1
, .,
4, Acceotance, The Subscriber acknowledges that this subscription is
subject to acceptance or rejection in the sole discretion of lhe Company, If this
subscription shall be accepted, the Subscriber acknowledges and agreos (i) that he will
execute and be bound by all the terms, conditions and covenants contained In the
Company Stock Redemption Agreement, a copy of which has been provided to
Subscriber, and (iI) execute any and all further documents, including the attached
promissory note and stock power, Incidental to his purchase of Company shares offered
hereby.
5, Reoresentatlons and Warranties, In order to induce the Company to
accept this subscription, the Subscriber hereby represents and warrants to the
Company that:
(a) the Stock will be acquired by the Subscriber for his own account,
and not for the account of any other person or persons, for investment only and
not with a view to the disposition thereof.
(b) The Subscriber is familiar with the nature of, and risks attending
Investments in securities of the type being subscribed for and has determined
that the purchase of such securities is consistent with Subscriber's Investment
objectives,
(c) The Subscriber has adequate means of providing for their current
needs and personal contingencies; that helshe has no need for liquidity of this
investment; and that helshe has a net worth in excess of $25,000,
(d) Subscriber acknowledges and confirms that he has received a copy
of the Company Stock Redemption Agreement and the Memorandum prepared
by the Company relating to this offering and Subscriber also confirms that
Subscriber has been given an opportunity to make any further Inquiries of the
Company and its representatives that Subscriber desired to make, Subscriber
has sought such other advice and counsel as he desires.
(e) Subscriber is aware of and understands the following:
(i) No federal or state agency has made any finding or
determination as to the fairness for public Investment or any
recommendation or endorsement of the stock;
EXHIBIT C
C-2
\.
.....-....
(II) There Is a total restriction on the transfer of said stock to any
person or entity other than the Company Imposed by the terms and
conditions of the Company Stock Redemption Agreement; there will be no
public market for the stock; and accordingly, the Subscriber will have to
hold the stock and bear the economic risk of this Investment and It will not
be possible for Subscriber to liquidate his Investment In the Company
except In compliance with the terms and conditions of the Company Stock
Redemption Agreement;
Subscriber agrees that the representations and warranties of Subscriber set forth
In this Paragraph 5 shall survive the acceptance of this subscription, in the event the
subscription Is accepted.
6. Pennsylvania residents shall have the right to withdraw his or her
acceptance without Incurring any lIabiiity to the Company within two business days from
the date of receipt by the Company of this written binding agreement of purchase, or
In the case of a transaction In which there is no binding contract of purchase, within two
business days after he or she makes the Initial payment for the securities being offered.
7. Pennsylvania subscribers agree not to sell within 12 months after the date
of purchase except in accordance with Pennsylvania Securities Commission Regulation
204.011, the shares of common stock purchased under this Agreement.
8. Miscellaneous.
(a) This Agreement shall be construed in accordance with and
governed by the laws of the Commonwealth of Pennsylvania.
(b) This Agreement and the rights, powers and duties set forth herein,
except as otherwise herein set forth, shall bind and Inure to the heirs, executors,
administrators, legal representatives and successors of the parties hereto.
(c) This Agreement constitutes the entire agreement between the
parties hereto with respect to the subject matter hereof and may be amended
only by a writing executed by all of the parties hereto.
EXHIBIT C
C-3
, . '
IN WITNESS WHEREOF, the undersigned, Intending to be legally bound hereby,
has executed this Purchase Agreement this _ day of _' 199_,
WITNESS:
Subscriber
Accepted this _ day of
ATTEST:
, 199_, In Camp Hili, Pennsylvania.
GANNETT FLEMING AFFILIATES, INC.
by:
President
(Assistant) Secretary
(SEAL)
EXHIBIT C
C-4
JOINDER AGREEMENT
GANNETT FLEMING AFFILIATES, INC.
STOCK REDEMPTION AGREEMENT. AS AMENDED
The undersigned does hereby consent and agree to become a party to
the Gannett Fleming Affilietes, Inc. Stock Redemption Agreement dated
~, 1984. as the same may be amended from time to time, and
does hereby further acknowledge and agree as follows:
1. A copy of the Gannett Fleming Affiliates, Inc. Stock Redemp-
tion Agreement dated September 4, 1984 has been provided to the under-
signed.
2. The terms of said Stock Redemption Agreement. as the same may
be amended from time to time, shall apply to all shares of common stock
of Gannett Fleming Affiliates. Inc. now owned or acquired (jointly or
as an individual) by the undersigned.
IN WITNESS WHEREOF, the undersigned, intending to be legelly bound,
has executed a separate counterpart of this Joinder Agreement and the
Corporation has csused thia Agreement to be executed on its behalf, by
its President, as authorized by action of its Board of Directors.
WITNESS:
)( ()" IJU"!ibt.. ".I,. _____
_.h~ ;I ;J./tRAdeen. J~
Printed Name '
Dated: ~ 24. 19c9d"
.
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GANNETT FLEMING AFFILIATES, INC.
By:~/i;t _
President
(SEAL)
Dated:
Vii /7e ZI!, /9 J 5'
Exhibit A
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D AA 047856 COMMONWEALTH OF. PENNSYLVANIA. .
NO. DIPARTMINT OP RIVINUI
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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., ESTATE INFORMATlONl
r:I FI E NUMBER
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EJ NAME OF :ECEOENT (LAST)
II DATE OF PAYMENT
EJ POSTMARK E
COUNTY
SSN 161-34-2466
tFIRSTI IMII
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
el.e17.00
REGISTER OF WILLS
MARY C. LE
REGISTER OF
NANCY EL.LEN HERI:NDEER
SEAL
CHECKtl 1719
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POBOX 11998
HARRIS8URG. PA 17100
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ESTATE INFORMATION,
Ii! fiLE NUMBER
U 21-1994-0876
flit NAME OF DECEDENT (LAST)
~ HERENDEEN JAMES H
II DATE OF PAYMENT
EI POSTMARK ~TE
COUNTY
SSN
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DATE OF DEATH
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REMARKS
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CDHHDNWEALTH DF PENNSYLVANIA
DEPARTHENT DF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
BUREAU Of INDIVIDUAL TAXES
IHltEAITANC[ fAX DIVISION
btPf. nUll
HARRUIURO, PA 11121"0601
"w.IUl..'''.......
NANCY E HERENDEEN
309 BLACK LATCH LN
CAMP HILL PA
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
10-15-96
HERENDEEN
09-19-94
21 94-0876
CUM8ERLAND
101
AMount R..l U.d
JAMES
17011
HAKE CHECK PAYABLE AND REMIT PAYMENT TDI
REGISTER DF WILLS
CUMBERLAND CD COURT HDUSE
CARLISLE, PA 17013
NOTE I To Inaur. proper credit to your account, aub.tt the upper portion of thl. for. with ~our t.. pay.ent.
CUT ALDNG THIS LINE ~ RETAIN LDWER PDRTIDN FDR YDUR RECDRDS ....
RE'y:i6ii'i"EX-jiFji-rOj-:91.y------liiiil--iiiiiiiii'fANCif-i'AX-si'iifEilifNi'-OF-AC-COUN'T--iiili---------------------
ESTATE DF HERENDEEN JAMES H FILE ND.21 94-0876 ACN 101 DATE 10-15-96
TNIS STATENENT IS PROVIDED TO ADVISE Of THE CURRENT STATUS Of THE STATED ACN IN THE NANED ESTATE. SHOWN SELOW
IS A SUHHARY Of THE PRINCIPAL TAX DUE, APPLICATION Df ALL PAYNENTS, THE CURRENT SALANCE, AND, If APPLICASLE,
A PRDJECTED INTEREST fIGURE.
DATE DF LAST ASSESSMENT OR RECDRD ADJUSTMENT, 09-05-95
PRINCIPAL TAX DUEl. 353,66
PAVMENTS CTAX CREDITS),
PAYMENT
DATE
06-06-95
09-30-96
RECEIPT
NUMBER
AA047856
AA146788
DISCOUNT C+)
INTEREST C-)
.00
.00
1,217.00
8,613.03
AMDUNT PAID
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
9,830.03
9,476.37CR
.00
9,476.37CR
. If PAID AfTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION Of ADDITIONAL INTEREST.
If TDTAL DUE IS LESS THAN 'I,
HO PAYNENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICRI,
YOU HAY SE DUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.
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If RESIDENT DECEDENT laka check or RMY orar p.,.Mile tOI REGISTER OF WILLS, AGENT.
If NQH-RESIDDfT DEttDENT .... check or .....y orde,. Plylbl. tal COttttOHWEAL TH OF PENNSYLVAHIA.
AU p.pent, recalvH 1hIi1l be ~111M1 first to __v lntarnt Which Dr be due with ."y ,....1,.,. ",UM to the to.
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RUlIm (CAli , ,.efund of a bJC credit, which .... not r....tlld on tM TI. R.turn, ..y be raque.t.. bv c~l.t1ng M
'"Appltcatlon for R.,WId of P"""lyl".,I, InhllrltMC8 Ind E.t.t. ..... (REV-UU). AppllcIUon. .r. rnlliMJl. at
the D"lcI of the .".Itl,. of Willi, .,y of the ZJ Aavenue DistrIct Df'lc.~ or fr~ the Depart.-nt'. 24-hour
"~rJng ..rvlel ~r' far 'or.. ordering I In Pennavlv.,Sa l-aOa-36Z-ZDSD, out.lda Pennavlv.,Sa
Ind within lOCI. Harrisburg ara. (717) 117-1094, TDD' (717) 71Z.ZlSZ (Helrlna 1~.lrMl only),
RfPLV TOI
Due.Uon. rlg.rdlng .rrorl cont.lned on thll noUc. Ihould .. .ddr....d tOI P'" Deplrt..,..t 0' A.vWM.M, lur.'"
of tndlvldual ,...., "'TTNI Po.t .........-nt A.vlew unit, D.pt. 2'0601, Hlrrl.burg, P'" 1712'-0601, ~
(717) 7.7-6505.
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If ....y tlllC W. 11 paid ...thln thr.. U) CIII""'r Mnth. aft.r the d'CIKtMt'. duth, . flv. parc....t U:U dtlCCMrtt
of thlt tu paid h .lIowed.
PENALTYI
The ax tu ....tv non.pa,.UclpaUon penalty 1. c.-puteel on the totsl of the t'M Met Int.,...t ......eeI, Met not
plld bI'or. Janu.rv 1', 1996, thl 'Ir.t day .ft,r thl end of thl taM lInt.tv p.,.lod.
tHTtREST I
tnt.r..t I. ch.rgld b.glnnlng with fl,.,t d.v of d.llnquency, or nln. (9) ~th, end one (1) dav fro. the d.t. of
~lh, to thl dlt. of pa~'nt. T.... which bee... dtllnquant blfor. Janu.ry I, 19.2 be.r Int.r..t at the r.t. a'
.IK (6X) parcent p.,. ~ c.lcul.tad at . d.lly r.t. 0' .00016'. All t.... which bee... ~llnquant on end .ft.r
J~rv I, 1912 will ba.r Int.r..t .t . rat. which will v.rv fr~ calandar Vaal' to c.land.r va.r with that r.t.
~cad by the P'" Depart.ant of Alvanua. Th. appllclbl. Int.r..t r.te. for 19.2 through I'" '1'"
Y..r Int.r..t Aat. Dallv Int.r..t Factor
Yllr
Intlr." Alt.
Dilly Int.,...t FlCtor
1912 ZOX .OOO~. 1917 OX .000247
1915 16% .OOUSI 1981-1991 IIX .00OSOl
I... IIX .000501 I'" 'X .000247
1915 I3X .000556 1995-1994 7" .000192
1916 lOX .0002n 1995-1996 OX .000247
--Int.r..t I. celcul.tlKt .. followlI
INTEREST a BALANCE OF TAX UNPAID X N~BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Notlcl I..uad .ft.r thl tlM baco.a. delinquent wIll r.flsct In Int.r..t calculltlon to fl,tllft (IS) daV'
lM!yond the eMtI 0' the ......unt. If Plv-ant I, IIIdI Ift.r thl Int.rllt COlllPUtlUon data shown on the
Notlc., ~ltlonal Int.r..t au.t 1M! c.lcul.tad.
COHHDNWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
IHtlERIIAHC[ tAil DIVISION
DEPt. zaObDl
HARRISBURO, PA .,,".0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
12-09-96
HERENDEEN
09-19-94
21 94-0876
CUHBERLAND
101
Altaunt R...Ut.d
~'*
11"lhl Ill" III.'"
JAHES
H
PETER B ASTORINO
BECKLEY 8 HADDEN
PO BOX 11998
HBG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CD COURT HDUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE . RETAIN LOWER PORTION FDR YOUR RECORDS ....
iiE'li":iS4"'i"EX-AFP-niF96Y-iiiificEnOF-YNHERifiiiicE-YAX-APjiiiAisEH€ii:r;-ALLoiiiiiicE"Cili------------n-n
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF HERENDEEN JAHES H FILE NO. 21 94-0876 ACN 101 DATE 12-09-96
PA 171 08-8431
TAX RETURN WAS, I X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI SUPPLEHENTAL RETURN NO. 01
1. R..I Est.t. (Schedule AI (1)
2. stock. and Bond. (Schedule 8) 121
5. Clos.ly Hald stock/Partner.hip tntar..t (Schedule C) (5)
4. Hortgag../Hot.. Receivable (Schedule DJ (4)
s. c..h/S.nk Dapodta'Hhc. p.r.ond Properh (Schedule EJ ISI
6. JointlY Owned Property (Schedule f) (6'___
7. Tran.ta,..1 (Schedule QJ (7)
8. Tot.l A...t,
If an asssssment was issued prsviouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figurss that include the total of ALL rsturns assessed to date.
ASSESSHENT OF TAXI
15. AMount of line 14 at Spou..l
16. Altount of Line 14 taxabl. at
17. AMount of Line 14 teKab1. .t
18. Principal TaK Dua
APPROVED DEDUCTIONS AND EXEHPTIONSI
9. Funaral EKpansa./Ade. Coat,/Hilc. EKPen.a. CSchadu1a H) C,)
10. Dabts/Hortgaga Liabilitia./Li.ns CSchadu1a I) (10)
11. Total Deductions
12. Nat Va1ua of Tax Raturn
15. Charitabla/Govarn.antal Baqua.t, (Sch.du1a J)
14. N.t Valua of Eltat. Subjact to Tax
NOTE:
rat.
Lina.l/Cla.s A rat.
Co11atara1/C1a.. B rata
IlS1
Ilbl
1171
TAX CREDITS:
PAYHENT
DATE
06-06-95
09-30-96
RECEIPT
NUHBER
AA047856
AA146788
DISCOUNT I-I
INTEREST (-I
,DO
894.18-
,DO
,DO
292.073,19
,DO
,DO
.00
,DO
(SI
6,000,00
,DO
1111
1121
1131
1141
297,861.93 x' 03.
,DO X ,06.
.00 X .15.
IlS1
AHDUNT PAID
1.217.00
8,613.03
INTEREST IS CHARGED FROH 10-01-96 TO 12-17-96
AT THE RATES APPLICABLE AS OUTLINED DN THE
REVERSE SIDE OF THIS FORH
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTEI To insure proper
cradit to ~Dur account,
subnit the upp.r portion
of this forn with your
tax pay.ant.
292.073,19
".nnn nn
286.073,19
.00
297,861,93
8.935,86
.00
,DO
8.935,86
8,935.85
.01
,DO
,01
. IF PAID AFTER DATE INDICATED, SEe REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREon" ICRI. YDU HAY SE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,I
\
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1'.1
RESERVATION, E.tat.. of dlcldant. dvlng on or b"Dr. Dlc..b.r 12. ."2 -. I' any lutur. Int.r..t In thl I,'a', I. tr,n'flrrad
In Po....'lon or 'nJoy..nt to ele,. I (col11'.ral) blne'lcl.rl.. of thl dlcldent a,t.r thl 'Mplr.tlon of any ....te 'or
11'. or for V'.r., thl Co'.anw..lth hat.by I_pr...lv ta..tv.. thl right to .ppr.... and ...... trln,'.r Inh.rl'ancI ,....
It thl l'~'ul el... . (col1,'.r..) t.t. on any 'uch lutur. Int.r....
PURPOSE OF
NOTICE. To 'ul,111 thl requlr...nt. of Slctlon Zl~O of thl Inherltancl and E.tat. 'I. Act, Act It of 1'91. 12 P.5.
Secllon 21"0.
PAVftENTI
Detach the top portion of thl, Notlel and lubalt with your ply..nt to thl A'a)I'.r 0' Will. prlntad on thl t.v.r.. .Id.,
".Hah chuk or lonly ardar pavabla to, REGISTER OF MILLS, AGENT
All pav.ant. racalV'd .h.ll flr.t b. .ppll.d to .nv Int.r'lt which .ay b. due with any ra.alnd.r appll.d to tha t...
REFUND (CA)I A rafund of a ta. cradlt, which W'I not r.qu..t.d on the 'ax R.turn, .ay ba r.qu..t.d bV ca.pl.tlng an "Application
for R.fund of P.nnlylvanla Inharltanc. and E.t,t. 'a." CREV-15151. Appllcatlonl ar. .v.ll.ble .t the Offlca
of the A.gl.tar of Will., any of tha 25 R.v.nu. DI.trlct Offlc.., or bv c.lllng the Ip.cl.1 24-haur
anlw.rlng I.rvlc. nu.b.rl for for.. ord.rlngl In P.nnlylvanl. 1-800-562-2050, out.ld. P.nn'Vlvanl. and
within loc.l H.rrl.bura .r.. (7171 787-8094, TOOl (717) 772.2252 (H..rlna ',palr.d Only).
OIJECTIONS, Any p.rty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allowanc. or dl..llow.nc. of d.ductlon., or ........nt
of t.. (Including dl.count or Int.r..t) .. .hown on thl. Hotlc. .u.t obJ.ct within .I.ty (60) day. of r.c.lpt of
this NoUu bYI
ADKIN
ISTRATlVE
CORRECTIONSI
--wrltt.n prot..t to th. PA D.part..nt of R.v.nu.. loard of App.al., D.pt. 281021, Harrl'burg, PA 17128.1021. OR
".I.ctlon to have the .att.r d.taraln.d .t audit 0' the account of tha par.on.1 rapr...ntatlv., OR
..app..l to tha Orphan.' Court.
Factual .rror. dllcov.r'd an thl. ........nt .hould b. .ddr....d In writing tal PA n.p.rt'.nt of R.v.nu..
Bur.au of Indlvldu.l T...., ATTNI POlt A.......nt Aavl.w Unit, D.pt. 2B0601, HarriSburg, PA 17128-06Dl
Phon. (7171 787-65D5. s.. p.a. 5 of th. bookl.t "In.tructlon. for Inharltanc. Ta. R.turn for. R..ld.nt
D.c.d.nt" (REV-15DI) for an ..planatlon of adalnl.tratlv.lY corr.ctabl. .rrar..
DISCOUHT I
If any ta. dUI I. paid within thr.. (5) c.landar .onth. aft.r the d.c.dant'. d.ath, . flv. p.rc.nt (5~) dl.count of
th. t.. p.ld I. allowad.
Th. 15X tl. .anestv non.partlclpatlon p.n.lty I. co,put.d on tha totll of the ta. and Int.r..t .......d, and not
p.ld b.for. January 18, 1"6. the flr.t day .ftar tha .nd of the t.. aan..ty p.rlad. Thl. non-participation
plnalty I. app..I.bl. In the .... ..nn.r and In tha tha .... tl.. p.rlOd .. yOU would app.al the t.. and Int.r..t
that h.. baan .......d a. Indlcat.d on thl. not lea.
PENALTYI
INTEREST,
Int.r..t I. ch.rgad b.glnnlng with flr.t d.y of d.llnqu.ncy, or nln. (9) .onth. .nd on. CI) d.V fro. the data of
d.ath, to the data of pay.ant. 1.... whIch bac..a d.llnquant b.far. J.nuary I, 1982 b..r Int.r..t .t the r.tl of
.1. (6~J parc.nt p.r ennu. calculat.d at a d.lly rata of .ODDI64. All t.... which b.c... d.llnquant on and .ft.r
January I, 1982 will b.ar Int.rast at a r.ta which will vary fro. c.land.r ~a.r to cal.nd.r y.ar with th.t r.t.
announced by the PA a.part..nt of R.vanu.. Th. appllcabl. Int.r..t rat.. for 1982 through 1"6 ar.a
'!!!r Intlr..t R.t. D.lly Int.,...t Factor :!!!! Int...r..t Rat. DaUv Inta,...t Facto"
1982 ZO:C .ODD548 1917 .~ .ODD247
1915 16~ .DD0458 19B.-I991 UX .000301
19BI, 11:C .000lDl 1992 .~ .DDD:47
19.5 U~ .DD03S6 1993-1994 ,~ .DDDI92
1986 ID~ .DOD2", 1995-1'1)6 .~ .DOOU7
ulnt.re.t I. c.lcul.t.d .. foUowlI
INTEREST . SALANCE or TAX UNPAID X NUNSER or DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Nottcl I..u.d .ft.r thl ta. b.co... d.llnqu.nt will r.fl.ct an Int.r..t calculation to flft..n CIS) daYI
b.yond the data of the ........nt. If p.y..nt I. ..d. .ft.r the Intar'lt co.putatlon data .hown on the
Hotlc.. additional Int.r..t ault b. c.lcul.t.d.
LAW OHleta
DRINKER BIDDLE & REATH
PHILAOUPHIA NATIOIolAL lANK IUILDING
13<'11 CtttllNUr ITAUT
PHILADELPHIA. PA 18101.)488
IIIBI.III..'00
SUITE 300
1000 WE8TLAKE8 DRIVE
BERWYN, PA 183IZ.Z040D
tl:LEPHONE lelOI tiUJ3.e200
,,tJC, lelOI "8J.aBa&
aUITC 800
801 rlrUtN1'H ITRU1'. N W
wAaHINGTON, DC ,OOOlloIIlOJ
1'0.11....11100
aUIlE 400
041 HULrlaH .1'''tn
POa' O"I'C lOll I"
P"'N'tTON. HJ 011"4..0&11
1&081 ell.ene
October 6, 1994
cumberland County Register of Wills
cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Attention: Donna
RE: Will of James H. Herendeen, Jr.
Ladies and Gentlemen:
This firm represents Nancy E. Herendeen, the surviving
spouse of James H. Herendeen, Jr., who died September 19, 1994.
I spoke to someone in your office Wednesday afternoon and
requested that a Petition for Grant of Letters Testamentary be
sent to this office in anticipation of the probate of Mr.
Herendeen's will.
I enclose a copy of Mr. Herendeen's will for
inspection. As you can see, the will was executed by the
testator and two witnesses. However, the testator and the
witnesses did not execute the acknowledgments on page 4 of the
will. The attorney who prepared the will, however, took an oath
before a notary that he was a witness to the will and certified
that he was present when the will was signed (page 5). Is it
necessary for the two witnesses to appear at the time of probate?
Or, will the registrar accept this as a self-proving will?
After you have reviewed the will, please call me
directly at (610)993-2229 to discuss the matter.
V~r~ truly yours, .
lJl--U,-cO, '~/JIJ
Caren C. Lev'i-j-f//i
Legal Assistant
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JRD/JuDe 30, t992/17858
REGISTER 0(0" WIU.s
Cumberland County Courlheuse
One Courlheuse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: PE'J'ER B. ASTORINO, t;SQ.,
RE: &\ale or JAMES H. HERENDEEN. JIlDec:eased, Lute of
LOWER ALLEN 'J'WP
&\ale No.: 21-1994 - 876
Dale or Decedent's Dealh: 9 -19 - 94
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6,12. in
substantially the prescribed form, showing the date by which the personal representative, or attorney. as
applicable, reasonably believes administration will be completed, The purpose of this Notice is to advjse
you that unless the requisite Status Repon is filed with the Register of Wills or Clerk of the Orphans'
Coun, as appropriate, within ten (10) calendar days after the date of this NOlice that the Register of Wills
is required to notify the Orphans' Coun Division, Coun of Common Pleas of such delinquency and to
request that said Court conduct a hearing 10 detennine whether sanctions should be imposed upon the
delinquent penoual representative and the delinquent personal representative's counsel, if any.
Accordingly, If the requisite Status Repon is not filed by 10-30 ,19.2] you are hereby
advised that a request will be submitted to the Coun in accordance with Rule 6,12.
'-() (l. (I, 1 ~
Depul Register of WI Is
Date:
10-10-97
Distribution to Estate File
JRD/Juoc 30, t9921118S8
REGISTER OF WILLS
Cumberland County Courthouse
Onc Courthouse Squarc
Carlisle, PA 11013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
personal Representative
Counsel:
NI\NCY HBRBNDBBN
RE: Estate of
JI\MBS H. HBRBNDBBN. Deceased. LIIte of
1.0W"'U At.1.J..f\l 'I'WP
Estate No.: 21-94 - 816
Date of Decedent's Death: 9-19-94
Pursuantlo Rule 6.12, thc abovc named personat representative or the above named allorney. if
apptlcable, within two (2) years of the dccedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6,12, In
substantially the prescribed form, showing the date by which the personat representative. or attorney. as
apptlcable, reasonably believes administration will be compteted, The purpose of this Notice Is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Rcgister of Wills
Is required to notify the Orphans' Court Division, Court of Common pteas of such delinquency and to
request that saId Court conduct a hearing to dctennine whether sanctions should be imposed upon the
delinquent personal representativc and the delinquent personal representatlve's counsel. if any.
Accordlngty,lfthe requisite Status Report Is not filed by 11-10 , t99~ you are hereby
advised that a request will bc submlllcd to thc Court in accordlllce with Rule 6,12,
Date: 10-22-97
Distributioo to Estate File
. "--_.,.,~~.-~...,,...,.~~......._,~...,
"
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JRD/June 30, 1992117858
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: PE'I'EH B. AS'j'OIUNO, I>SO.,
RE: E5late of JAMES, H. HERENDEEN. J III Deceased, Late of
LOWER ALf,EN 'j'WP
E5late No.: 21-1994 - 8 76
Date of Decedent's Death: 9 -19 - 94
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12. In
substantially the prescribed form, showing the date by which the personal representative, or attorney. as
applicabte, reasonably believes administration will be completed, The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the dale of this Notice that the Register of Wills
Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be Imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, If the requisite Status Report Is not filed by 10 _ 3 0 , 19.2J you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6,12,
~, ~
10-10-97
Date:
Distribution to Estate File
..." OOD& 717
T&L&PIfOff& ....".1
BEOKLJ!lY & MADDEN
ATTORNIllY" AT I.AW
CM"'UlIt....r CUUIfT
11111 NOMTII TIII..1t HT......
""NT UI'71I'. nnx II...
llARRI8I1UIlO, PENNSYLVANIA 17108
October 16, 1997
Mary C. lewis
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
AITN: Vicki
Dear Vicki:
Enclosed please find a copy of a notice we received In our office regarding the
Herendeen Estate. This is to advise your office that we did not probate this estate. We
did have an action which involved the estate which is why Mr. Astorino's name appears
in the file, but that occurred after it had been probated. I would suggest that you contact
Mrs. Herendeen, Mr. Herendeen's widow, as I believe she was involved in probating his
estate,
If you have any queslions, please do not hesitate to call. Thanks very much for
your help in this mailer.
Very truly yours,
BECKLEY & MADDEN
0/-;. / \';..; 1/
1;c/fti(Jd/!)~~
Elizabeth S. Beckley 7
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STATUS REPORT UNDER RULE 6.12 ",) ( ,
Name of Decedent: ~...~\ 1\<'1" ~ +Lf'rfnd..- f'n
Date of Death: Cl/d 14
Will No. .:11- '1'1-,5 7G Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State~ether administration of the estate is complete:
Yes__ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal repre.s4'ntative file a final
account with the Court? Yes No ~.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
cerk of the Orphans' Court and may b, attached to this report.
f (' , -
'C-.'-'-~ ---C" CLi.'-l '
Signat.u e
/~J1jl II ;;, >4&e/V!.€ C F)
Name (P1:tse type or print)
,~:'Y' IYlcl(!;(" ifl/c-h L/1 dM/~J-!/(
Addr:ss I 'Vort-..
( 7/1 1.;31 f()'3()
Te 1. No.
Capac i ty: vi Personal Representative
Date:
/t{J/~0/17
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representative
(MAH:rmf/AM3)
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